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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
451
Iron Horse Wealth Management
Iowa
$1.55M +$30.8K +605 +2%
FT
452
Fiduciary Trust
Massachusetts
$1.52M +$1.46M +28,759 New
WMR
453
Wealth Management Resources
Rhode Island
$1.52M +$57.8K +1,135 +4%
WANY
454
Wealthspire Advisors (New York)
New York
$1.51M +$133K +2,608 +10%
AF
455
Apollon Financial
South Carolina
$1.51M +$69.7K +1,369 +5%
CFS
456
Commonwealth Financial Services
West Virginia
$1.48M – – –
WP
457
WealthShield Partners
North Carolina
$1.48M +$153 +3 +0%
SMA
458
Seven Mile Advisory
New Jersey
$1.48M – – –
DI
459
DAGCO Inc
Ohio
$1.47M +$116K +2,286 +9%
KFS
460
Kelly Financial Services
Massachusetts
$1.46M +$1.41M +27,679 New
CAM
461
Cresset Asset Management
Illinois
$1.46M +$11.6K +228 +0.8%
CAL
462
Capital Analysts LLC
Pennsylvania
$1.46M -$650K -12,778 -32%
FPW
463
Flagship Private Wealth
Massachusetts
$1.45M +$97.5K +1,916 +8%
FFA
464
Founders Financial Alliance
North Carolina
$1.43M +$62.7K +1,232 +5%
SA
465
SpiderRock Advisors
Delaware
$1.42M +$857K +16,841 +168%
SPC
466
Sigma Planning Corp
Michigan
$1.42M +$129K +2,544 +10%
RW
467
REDW Wealth
New Mexico
$1.39M +$51 +1 +0%
RFN
468
Redwood Financial Network
Ohio
$1.37M -$15.8K -311 -1%
CWMGP
469
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.36M +$60.9K +1,196 +5%
CSPAM
470
Cary Street Partners Asset Management
Virginia
$1.35M -$26.2K -514 -2%
9WM
471
9258 Wealth Management
Ohio
$1.35M -$21.6K -424 -2%
IAA
472
Independent Advisor Alliance
North Carolina
$1.34M +$76.9K +1,512 +6%
GF
473
GGM Financials
Ohio
$1.34M +$6.87K +135 +0.5%
AG
474
Ascent Group
Virginia
$1.34M +$30.6K +601 +2%
MA
475
Mutual Advisors
Nebraska
$1.32M +$26.7K +524 +2%
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