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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
551
Geller Advisors
New York
$631K – – –
EFG
552
Embree Financial Group
Illinois
$630K +$3.32K +68 +0.5%
C
553
Certuity
Florida
$627K +$1.17K +24 +0.2%
MWM
554
MGB Wealth Management
Texas
$623K -$13.1K -267 -2%
WSWA
555
Warren Street Wealth Advisors
California
$621K -$10.8K -220 -2%
FPCP
556
Fort Point Capital Partners
California
$621K +$2.64K +54 +0.4%
SFC
557
Strategic Financial Concepts
Texas
$611K -$817K -16,725 -57%
MP
558
McDonald Partners
Ohio
$607K +$12.5K +256 +2%
HAG
559
HF Advisory Group
Maryland
$607K +$27.7K +567 +5%
VPWA
560
Vestia Personal Wealth Advisors
Indiana
$599K +$601K +12,287 New
MA
561
MKT Advisors
California
$597K +$23K +471 +4%
PWA
562
Peterson Wealth Advisors
Utah
$594K +$3.47K +71 +0.6%
HCM
563
Hengehold Capital Management
Ohio
$590K -$24.4K -500 -4%
SAI
564
Savvy Advisors Inc
New York
$586K +$306K +6,252 +108%
DA
565
Detalus Advisors
Missouri
$582K -$880 -18 -0.2%
FGA
566
Fortis Group Advisors
New Jersey
$578K +$32.2K +659 +6%
KA
567
Kovack Advisors
Florida
$578K +$225K +4,603 +63%
SCA
568
Snowden Capital Advisors
New York
$569K +$68.2K +1,396 +14%
EWA
569
EverSource Wealth Advisors
Alabama
$569K +$545K +11,147 New
LJAC
570
L.J. Altfest & Co
New York
$565K -$98.7K -2,019 -15%
RA
571
Rational Advisors
New York
$558K -$905K -18,521 -62%
HVIA
572
Hudson Valley Investment Advisors
New York
$555K +$142K +2,914 +33%
BFG
573
Beacon Financial Group
Texas
$553K – – –
FTDI
574
First Trust Direct Indexing
Massachusetts
$553K +$555K +11,352 New
CB
575
Community Bank
New York
$552K -$1.22K -25 -0.2%
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23
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