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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
526
Smallwood Wealth Investment Management
New Jersey
$314K +$12.2K +300 +4%
IA
527
Inspire Advisors
Idaho
$314K -$12.6K -311 -4%
BI
528
Ballast Inc
Kentucky
$314K +$1.9K +47 +0.6%
HPC
529
Hobart Private Capital
North Carolina
$309K -$446 -11 -0.1%
QPWM
530
Quadrant Private Wealth Management
Pennsylvania
$307K -$152K -3,742 -33%
CWM
531
Cahaba Wealth Management
Georgia
$305K +$8.55K +211 +3%
AA
532
Ancora Advisors
Ohio
$305K +$243 +6 +0.1%
ISB
533
Iowa State Bank
Iowa
$301K – – –
RA
534
RFG Advisory
Alabama
$297K +$295K +7,290 New
TCMP
535
Thrive Capital Management (Pennsylvania)
Pennsylvania
$296K +$53.8K +1,327 +22%
KA
536
Kovack Advisors
Florida
$295K -$3.93K -97 -1%
LC
537
LCNB Corp
Ohio
$293K – – –
IC
538
IEQ Capital
California
$293K +$79.9K +1,971 +38%
BAG
539
Bridgewealth Advisory Group
California
$285K -$85K -2,098 -23%
WCFA
540
Walkner Condon Financial Advisors
Wisconsin
$281K +$51.7K +1,275 +23%
TFA
541
Teamwork Financial Advisors
Texas
$278K -$2.23M -54,997 -89%
CAM
542
Cresset Asset Management
Illinois
$276K -$258K -6,362 -48%
SAG
543
SageView Advisory Group
California
$274K -$954K -23,552 -78%
MOS
544
MGO One Seven
Ohio
$267K +$26K +642 +11%
ST
545
Smithfield Trust
Pennsylvania
$261K – – –
MCCP
546
Mission Creek Capital Partners
California
$259K +$1.14K +28 +0.4%
GAM
547
Grandview Asset Management
Pennsylvania
$258K +$810 +20 +0.3%
CWP
548
Concord Wealth Partners
Virginia
$258K -$169K -4,165 -40%
ASN
549
Advisory Services Network
Georgia
$254K -$474K -11,707 -65%
DCM
550
DGS Capital Management
New Jersey
$249K -$11.3K -279 -4%
20 21
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