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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWMP
451
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.4M -$5.97K -103 -0.2%
WFP
452
Wrenne Financial Planning
Kentucky
$2.39M -$14.2K -245 -0.6%
SIM
453
Stratos Investment Management
Ohio
$2.38M -$53.3K -919 -2%
RIS
454
Retirement Income Solutions
Michigan
$2.38M -$44.2K -762 -2%
VAG
455
VisionPoint Advisory Group
Texas
$2.37M +$507K +8,742 +26%
KAM
456
Kensington Asset Management
Texas
$2.37M – – –
GP
457
GLR Partners
Maryland
$2.35M +$2.41M +41,505 New
HHGC
458
Hunting Hill Global Capital
New York
$2.34M -$4.8M -82,758 -67%
BC
459
Burney Company
Virginia
$2.34M -$1.1M -18,961 -31%
RWM
460
Ritholtz Wealth Management
New York
$2.32M -$85.7K -1,477 -3%
USCWA
461
U.S. Capital Wealth Advisors
Texas
$2.29M -$149K -2,562 -6%
OCM
462
One Capital Management
California
$2.29M -$113K -1,952 -5%
FIC
463
FCG Investment Company
Tennessee
$2.27M +$2.33M +40,091 New
CAAM
464
Cornerstone Advisors Asset Management
Pennsylvania
$2.27M -$31.3K -540 -1%
FCM
465
Fell Capital Management
California
$2.27M +$896K +15,447 +63%
CGFA
466
Colton Groome Financial Advisors
North Carolina
$2.27M -$152K -2,626 -6%
RCAG
467
Rehmann Capital Advisory Group
Michigan
$2.26M -$21K -362 -0.9%
CAC
468
Certified Advisory Corp
Florida
$2.25M -$179K -3,093 -7%
SFA
469
Sequoia Financial Advisors
Ohio
$2.24M -$123K -2,123 -5%
WAN
470
Wealth Advisors Northwest
Oregon
$2.24M +$66K +1,137 +3%
AF
471
Advisornet Financial
Minnesota
$2.23M -$2.38K -41 -0.1%
HP
472
Holistic Planning
Texas
$2.22M +$941K +16,213 +70%
MPIA
473
Milestones Private Investment Advisors
New York
$2.19M +$174K +3,004 +8%
CNBT
474
Cornerstone National Bank & Trust
Illinois
$2.18M +$2.23M +38,473 New
VFS
475
Valpey Financial Services
New Hampshire
$2.17M +$49.1K +847 +2%
17 18
19
20 21