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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
WMR
476
Wealth Management Resources
Rhode Island
$1.47M +$266 +5 +0%
AF
477
Apollon Financial
South Carolina
$1.44M -$15K -281 -1%
CFS
478
Commonwealth Financial Services
West Virginia
$1.44M – – –
RCAG
479
Rehmann Capital Advisory Group
Michigan
$1.44M +$322K +6,057 +27%
FPW
480
Flagship Private Wealth
Massachusetts
$1.43M +$33.4K +627 +2%
SMA
481
Seven Mile Advisory
New Jersey
$1.43M +$2.45K +46 +0.2%
LSWP
482
Liberty Square Wealth Partners
Pennsylvania
$1.42M +$1.44M +27,000 New
OAS
483
Optivise Advisory Services
Tennessee
$1.42M -$160K -3,001 -10%
IHWM
484
Iron Horse Wealth Management
Iowa
$1.42M -$87.7K -1,648 -6%
OFS
485
OneAscent Financial Services
Alabama
$1.41M +$1.47M +27,656 New
JIC
486
Johnson Investment Counsel
Ohio
$1.4M +$177K +3,335 +14%
FCP
487
Fidelis Capital Partners
Florida
$1.37M +$807K +15,163 +137%
CAL
488
Capital Analysts LLC
Pennsylvania
$1.36M -$55.9K -1,051 -4%
FNWA
489
Financial Network Wealth Advisors
Utah
$1.35M -$1.78M -33,373 -56%
CFB
490
Cullen/Frost Bankers
Texas
$1.34M +$550K +10,346 +65%
RFN
491
Redwood Financial Network
Ohio
$1.34M +$6.92K +130 +0.5%
IF
492
Intrua Financial
Texas
$1.33M +$934K +17,554 +207%
DPI
493
Diversified Portfolios Inc
Michigan
$1.32M +$192K +3,602 +16%
GF
494
GGM Financials
Ohio
$1.32M +$25.3K +475 +2%
CAM
495
Cresset Asset Management
Illinois
$1.28M -$140K -2,626 -9%
SFC
496
Strategic Financial Concepts
Texas
$1.27M +$379K +7,119 +40%
RW
497
REDW Wealth
New Mexico
$1.26M -$85K -1,597 -6%
PCS
498
Private Client Services
Kentucky
$1.25M +$606K +11,387 +87%
IWS
499
Integrity Wealth Solutions
Colorado
$1.25M +$19K +357 +1%
MA
500
Mutual Advisors
Nebraska
$1.23M -$58.4K -1,097 -4%
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