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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNA
526
Bremer Bank National Association
Minnesota
$351K – – –
IP
527
Investment Partners
Ohio
$350K -$10.8K -282 -3%
FAM
528
Formidable Asset Management
Ohio
$346K – – –
BF
529
BOK Financial
Oklahoma
$346K -$298K -7,770 -47%
FWM
530
Focused Wealth Management
New York
$345K -$17.7K -462 -5%
IF
531
Ironwood Financial
Arizona
$344K +$339K +8,847 New
NL
532
NWAM LLC
Washington
$342K +$112K +2,923 +50%
ST
533
Somerset Trust
Pennsylvania
$338K – – –
RPC
534
Rossmore Private Capital
Connecticut
$338K -$25.9K -675 -7%
TCM
535
Twin Capital Management
Pennsylvania
$335K +$330K +8,603 New
PFM
536
Phillips Financial Management
Indiana
$329K -$1.03K -27 -0.3%
WPC
537
White Pine Capital
Minnesota
$328K -$36.7K -957 -10%
NFSG
538
Newbridge Financial Services Group
Florida
$327K +$40.6K +1,059 +14%
ESB
539
Essex Savings Bank
Connecticut
$313K -$25.9K -675 -8%
IA
540
Inspire Advisors
Idaho
$312K -$228K -5,944 -43%
EWA
541
Exencial Wealth Advisors
Oklahoma
$307K -$38 -1 -0%
GC
542
Grimes & Company
Massachusetts
$305K +$40.6K +1,061 +16%
EFG
543
Erickson Financial Group
Pennsylvania
$304K – – –
SW
544
Simplicity Wealth
New Jersey
$303K -$3M -78,375 -91%
RIA
545
Regal Investment Advisors
Michigan
$302K +$298K +7,771 New
MA
546
MCF Advisors
Kentucky
$302K – – –
SB
547
Strategic Blueprint
Georgia
$299K +$58.9K +1,538 +25%
BI
548
Ballast Inc
Kentucky
$298K +$17.9K +468 +7%
HSG
549
Helen Stephens Group
Texas
$296K -$218K -5,681 -43%
HPC
550
Hobart Private Capital
North Carolina
$296K +$292K +7,611 New
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