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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPL
526
CAP Partners LLC
Tennessee
$1.04M +$36.1K +679 +3%
SFS
527
Sowell Financial Services
Arkansas
$1.04M -$73K -1,372 -6%
IAN
528
Integrated Advisors Network
Texas
$1.04M -$22K -413 -2%
KWA
529
Kingswood Wealth Advisors
California
$1.03M -$37.7K -708 -3%
RFP
530
Root Financial Partners
California
$1.03M +$344K +6,467 +47%
GT
531
Greenleaf Trust
Michigan
$1.02M -$7.24K -136 -0.7%
CRC
532
Curi RMB Capital
Illinois
$1.02M – – –
SAM
533
Sequent Asset Management
Texas
$1M – – –
MW
534
Maia Wealth
Colorado
$984K +$127K +2,384 +15%
ASN
535
Advisory Services Network
Georgia
$981K +$40K +751 +4%
TCA
536
Transcend Capital Advisors
New Jersey
$975K +$58.1K +1,092 +6%
BRWA
537
B. Riley Wealth Advisors
Florida
$974K -$5.65M -106,210 -85%
BWMG
538
Barnes Wealth Management Group
California
$970K +$1.01M +18,977 New
QCM
539
Quantinno Capital Management
New York
$950K +$988K +18,575 New
ACM
540
Advisors Capital Management
New Jersey
$949K +$27.2K +511 +3%
RFC
541
Regions Financial Corp
Alabama
$927K -$532 -10 -0.1%
GSIAS
542
Garden State Investment Advisory Services
New Jersey
$923K -$54.4K -1,023 -5%
BTWM
543
Baker Tilly Wealth Management
Wisconsin
$919K -$192K -3,600 -17%
ATC
544
Argent Trust Co
Tennessee
$919K +$956K +17,976 New
WPW
545
Waldron Private Wealth
Pennsylvania
$917K +$12.2K +229 +1%
LEA
546
Legacy Edge Advisors
New York
$897K +$92.1K +1,730 +11%
DWM
547
Drive Wealth Management
Utah
$894K +$266 +5 +0%
FDW
548
Fourth Dimension Wealth
Ohio
$884K +$845K +15,882 New
WPC
549
White Pine Capital
Minnesota
$883K +$9.31K +175 +1%
PS
550
Principal Securities
Iowa
$880K -$31.8M -597,717 -97%
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