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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
501
Glass Jacobson Investment Advisors
Maryland
$416K +$397K +9,620 New
FMN
502
Financial Management Network
California
$413K +$393K +9,524 New
BP
503
Ballentine Partners
Massachusetts
$405K -$34.4K -832 -8%
NL
504
NWAM LLC
Washington
$405K +$145K +3,505 +60%
IF
505
Ironwood Financial
Arizona
$403K – – –
BRWA
506
B. Riley Wealth Advisors
Florida
$393K -$34.8K -843 -8%
CIA
507
Cape Investment Advisory
Georgia
$390K +$3.43K +83 +0.9%
BBNA
508
Bremer Bank National Association
Minnesota
$390K – – –
IP
509
Investment Partners
Ohio
$389K – – –
WGCA
510
Wolf Group Capital Advisors
Virginia
$388K – – –
SIA
511
Soltis Investment Advisors
Utah
$387K -$23.5K -568 -6%
SG
512
Sharper & Granite
California
$381K -$27.9K -675 -7%
FWM
513
Focused Wealth Management
New York
$380K -$2.6K -63 -0.7%
BPA
514
Beacon Pointe Advisors
California
$376K -$34.8K -842 -9%
TCM
515
Twin Capital Management
Pennsylvania
$372K +$83 +2 +0%
MW
516
MBL Wealth
North Carolina
$371K +$355K +8,590 New
ST
517
Somerset Trust
Pennsylvania
$369K -$2.89K -70 -0.8%
HW
518
Hancock Whitney
Mississippi
$369K -$6.36K -154 -2%
VF
519
Vawter Financial
Ohio
$365K +$349K +8,458 New
PFM
520
Phillips Financial Management
Indiana
$365K – – –
CF
521
Centaurus Financial
California
$363K -$165K -3,993 -32%
IA
522
Inspire Advisors
Idaho
$362K +$27.1K +656 +9%
AA
523
Ancora Advisors
Ohio
$354K +$29.1K +705 +9%
CAG
524
Csenge Advisory Group
Florida
$353K +$337K +8,164 New
BC
525
Brio Consultants
California
$350K -$125K -3,033 -27%
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