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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
451
Independent Advisor Alliance
North Carolina
$1.12M +$659K +13,822 +163%
9WM
452
9258 Wealth Management
Ohio
$1.11M +$83.5K +1,751 +9%
DPI
453
Diversified Portfolios Inc
Michigan
$1.11M – – –
TW
454
Towerpoint Wealth
California
$1.11M -$906 -19 -0.1%
MAG
455
M3 Advisory Group
Massachusetts
$1.1M +$130K +2,724 +14%
LSA
456
Lansing Street Advisors
Pennsylvania
$1.08M +$4.53K +95 +0.4%
TFA
457
Tobias Financial Advisors
Florida
$1.06M -$11.9K -249 -1%
CA
458
Centerpoint Advisors
Massachusetts
$1.03M – – –
AA
459
Altman Advisors
Illinois
$1.03M +$17.6K +369 +2%
CRC
460
Curi RMB Capital
Illinois
$999K – – –
MCM
461
MAI Capital Management
Ohio
$996K +$431K +9,030 +83%
RIA
462
Regal Investment Advisors
Michigan
$992K +$174K +3,653 +23%
GWAM
463
Guardian Wealth Advisors (Minnesota)
Minnesota
$992K +$699K +14,653 +284%
RCAG
464
Rehmann Capital Advisory Group
Michigan
$986K -$107K -2,239 -10%
SAM
465
Sequent Asset Management
Texas
$982K +$49.6K +1,041 +6%
WEG
466
World Equity Group
Illinois
$936K -$197K -4,122 -18%
WPW
467
Waldron Private Wealth
Pennsylvania
$934K – – –
GSIAS
468
Garden State Investment Advisory Services
New Jersey
$929K +$62.5K +1,312 +8%
CA
469
Calton & Associates
Florida
$929K +$92.7K +1,944 +12%
SCM
470
Spring Capital Management
Texas
$926K – – –
ACM
471
Advisors Capital Management
New Jersey
$919K +$1.67K +35 +0.2%
FW
472
FirstPurpose Wealth
Utah
$914K +$13.6K +285 +2%
SIAS
473
Summit Investment Advisory Services
Minnesota
$913K +$105K +2,198 +14%
RFC
474
Regions Financial Corp
Alabama
$908K -$19.1K -400 -2%
GT
475
Greenleaf Trust
Michigan
$885K +$5.58K +117 +0.7%
17 18
19
20 21