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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
476
Capital Analysts LLC
Pennsylvania
$811K -$38.4K -891 -5%
GSIAS
477
Garden State Investment Advisory Services
New Jersey
$809K -$56.4K -1,308 -7%
BWM
478
BCGM Wealth Management
Indiana
$803K -$50.2K -1,164 -6%
JIC
479
Johnson Investment Counsel
Ohio
$802K +$742K +17,203 New
TCA
480
Transcend Capital Advisors
New Jersey
$795K – – –
MAWCM
481
Mine & Arao Wealth Creation & Management
California
$779K +$1.38K +32 +0.2%
CA
482
Calton & Associates
Florida
$774K +$327K +7,576 +84%
WPC
483
White Pine Capital
Minnesota
$774K -$3.23K -75 -0.5%
AC
484
AIFG Consultants
New York
$765K -$81.8K -1,897 -10%
OSAM
485
O'Shaughnessy Asset Management
Connecticut
$764K +$4.62K +107 +0.7%
MIAS
486
Mason Investment Advisory Services
Virginia
$763K – – –
FFA
487
Frazier Financial Advisors
Ohio
$760K +$703K +16,309 New
RIA
488
Regal Investment Advisors
Michigan
$753K +$106K +2,453 +18%
STA
489
Summit Trail Advisors
New York
$751K – – –
SIAS
490
Summit Investment Advisory Services
Minnesota
$747K +$22K +511 +3%
WA
491
Wealthstream Advisors
New York
$742K -$94.9K -2,200 -12%
CL
492
COWA LLC
Oklahoma
$740K +$4.7K +109 +0.7%
MCC
493
Money Concepts Capital
Florida
$738K -$37.8K -877 -5%
AWA
494
Arkadios Wealth Advisors
Georgia
$733K +$39.6K +919 +6%
AA
495
Argent Advisors
Louisiana
$729K – – –
WCG
496
Wall Capital Group
Arizona
$717K +$233K +5,397 +54%
MAM
497
MMA Asset Management
Pennsylvania
$703K +$1.98K +46 +0.3%
NL
498
NWAM LLC
Washington
$693K -$9.31M -215,986 -94%
KOC
499
Koss-Olinger Consulting
Florida
$682K +$76.2K +1,767 +14%
LIA
500
LBMC Investment Advisors
Tennessee
$679K +$3.1K +72 +0.5%
18 19
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