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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
451
CWA Asset Management Group
Florida
$328K +$324K +7,864 New
BI
452
Ballast Inc
Kentucky
$327K -$5.36K -130 -2%
EFG
453
Erickson Financial Group
Pennsylvania
$326K – – –
GAM
454
Grandview Asset Management
Pennsylvania
$326K +$33.1K +802 +11%
IP
455
Investment Partners
Ohio
$325K +$8.62K +209 +3%
KA
456
Kovack Advisors
Florida
$321K +$318K +7,705 New
EE
457
EWG Elevate
California
$318K -$770K -18,661 -71%
TCM
458
Tradewinds Capital Management
Washington
$315K -$619 -15 -0.2%
ACWM
459
Adams Chetwood Wealth Management
North Carolina
$314K +$310K +7,527 New
BA
460
Bridge Advisory
California
$313K +$50.9K +1,234 +20%
TCMP
461
Thrive Capital Management (Pennsylvania)
Pennsylvania
$305K -$10.7K -259 -3%
DWM
462
Drive Wealth Management
Utah
$305K +$38.5K +933 +15%
TIM
463
Thompson Investment Management
Wisconsin
$304K -$14.4K -348 -5%
IFPL
464
Investments & Financial Planning LLC
Kentucky
$299K +$577 +14 +0.2%
AA
465
Ancora Advisors
Ohio
$299K +$296K +7,168 New
SHJ
466
Sharkey, Howes & Javer
Colorado
$296K – – –
ST
467
Somerset Trust
Pennsylvania
$294K – – –
IGWM
468
ICA Group Wealth Management
Colorado
$290K +$298K +7,222 New
AR
469
Apeiron RIA
Texas
$287K – – –
IFG
470
Independent Financial Group
California
$284K +$3.51K +85 +1%
CWM
471
Cahaba Wealth Management
Georgia
$284K +$1.28K +31 +0.4%
OPA
472
Old Port Advisors
Maine
$281K +$41.5K +1,005 +18%
CGFA
473
Colton Groome Financial Advisors
North Carolina
$274K -$48.9K -1,186 -15%
FPOC
474
Financial Planners of Cleveland
Ohio
$273K -$169K -4,101 -39%
GC
475
Grimes & Company
Massachusetts
$273K -$2.23K -54 -0.8%
17 18
19
20 21