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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
551
Embree Financial Group
Illinois
$630K +$3.32K +68 +0.5%
C
552
Certuity
Florida
$627K +$1.17K +24 +0.2%
MWM
553
MGB Wealth Management
Texas
$623K -$13.1K -267 -2%
WSWA
554
Warren Street Wealth Advisors
California
$621K -$10.8K -220 -2%
FPCP
555
Fort Point Capital Partners
California
$621K +$2.64K +54 +0.4%
SFC
556
Strategic Financial Concepts
Texas
$611K +$41M +837,925 +2,863%
MP
557
McDonald Partners
Ohio
$607K +$12.5K +256 +2%
HAG
558
HF Advisory Group
Maryland
$607K +$27.7K +567 +5%
VPWA
559
Vestia Personal Wealth Advisors
Indiana
$599K +$601K +12,287 New
MA
560
MKT Advisors
California
$597K +$23K +471 +4%
PWA
561
Peterson Wealth Advisors
Utah
$594K +$3.47K +71 +0.6%
HCM
562
Hengehold Capital Management
Ohio
$590K -$24.4K -500 -4%
SAI
563
Savvy Advisors Inc
New York
$586K +$306K +6,252 +108%
DA
564
Detalus Advisors
Missouri
$582K -$880 -18 -0.2%
FGA
565
Fortis Group Advisors
New Jersey
$578K +$32.2K +659 +6%
KA
566
Kovack Advisors
Florida
$578K +$225K +4,603 +63%
SCA
567
Snowden Capital Advisors
New York
$569K +$68.2K +1,396 +14%
EWA
568
EverSource Wealth Advisors
Alabama
$569K +$545K +11,147 New
LJAC
569
L.J. Altfest & Co
New York
$565K -$98.7K -2,019 -15%
RA
570
Rational Advisors
New York
$558K -$905K -18,521 -62%
HVIA
571
Hudson Valley Investment Advisors
New York
$555K +$142K +2,914 +33%
BFG
572
Beacon Financial Group
Texas
$553K – – –
FTDI
573
First Trust Direct Indexing
Massachusetts
$553K +$555K +11,352 New
CB
574
Community Bank
New York
$552K -$1.22K -25 -0.2%
NS
575
NBC Securities
Alabama
$551K -$1.37K -28 -0.2%
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