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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
OCBCO
551
Oversea-Chinese Banking Corp (OCBC)
Singapore
$958K -$7.15M -137,865 -88%
SCM
552
Spring Capital Management
Texas
$944K +$959K +18,490 New
BRWA
553
B. Riley Wealth Advisors
Florida
$938K -$34.8K -671 -4%
MGIA
554
Moneta Group Investment Advisors
Missouri
$934K +$550K +10,595 +138%
RFC
555
Regions Financial Corp
Alabama
$933K +$7.83K +151 +0.8%
SAI
556
Savvy Advisors Inc
New York
$933K +$175K +3,373 +23%
WPW
557
Waldron Private Wealth
Pennsylvania
$915K – – –
CWG
558
Cornerstone Wealth Group
North Carolina
$902K +$702K +13,534 +328%
LTL
559
Lowery Thomas LLC
California
$901K -$142K -2,739 -13%
GSIAS
560
Garden State Investment Advisory Services
New Jersey
$898K -$24.7K -476 -3%
BWMG
561
Barnes Wealth Management Group
California
$886K -$84.5K -1,629 -9%
BTWM
562
Baker Tilly Wealth Management
Wisconsin
$886K -$32.9K -635 -4%
FDW
563
Fourth Dimension Wealth
Ohio
$884K +$73.6K +1,420 +9%
PS
564
Principal Securities
Iowa
$880K – – –
MA
565
MKT Advisors
California
$873K +$331K +6,373 +50%
SFS
566
Sowell Financial Services
Arkansas
$863K -$179K -3,453 -17%
MW
567
Maia Wealth
Colorado
$861K -$38.2K -736 -4%
MAG
568
M3 Advisory Group
Massachusetts
$849K +$9.13K +176 +1%
WP
569
WealthPLAN Partners
Nebraska
$845K +$189K +3,653 +28%
MIAS
570
Mason Investment Advisory Services
Virginia
$844K +$985 +19 +0.1%
EWA
571
Emergent Wealth Advisors
New York
$841K -$248K -4,779 -22%
CW
572
CreativeOne Wealth
Kansas
$835K +$487K +9,388 +135%
DWM
573
Drive Wealth Management
Utah
$831K -$63.3K -1,220 -7%
KWA
574
Kingswood Wealth Advisors
California
$830K -$206K -3,966 -20%
HC
575
Hurley Capital
New York
$827K – – –
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