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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
551
Greenleaf Trust
Michigan
$1,000K -$45K -900 -4%
ATC
552
Argent Trust Co
Tennessee
$998K – – –
WPC
553
White Pine Capital
Minnesota
$995K +$2.75K +55 +0.3%
LEA
554
Legacy Edge Advisors
New York
$982K -$15K -301 -2%
OCBCO
555
Oversea-Chinese Banking Corp (OCBC)
Singapore
$981K – – –
CTFG
556
Capstone Triton Financial Group
Oklahoma
$973K +$929K +18,590 New
SCM
557
Spring Capital Management
Texas
$968K – – –
SP
558
Sequent Planning
Nebraska
$960K +$116K +2,322 +14%
WP
559
WealthPLAN Partners
Nebraska
$959K +$88.9K +1,779 +11%
SAM
560
Smartleaf Asset Management
Massachusetts
$942K +$747K +14,950 +477%
WPW
561
Waldron Private Wealth
Pennsylvania
$938K – – –
SL
562
SWMG LLC
Texas
$935K +$165K +3,311 +23%
VCA
563
Verdence Capital Advisors
Maryland
$932K -$215K -4,306 -19%
SMF
564
Scott Marsh Financial
Utah
$911K +$870K +17,402 New
BWMG
565
Barnes Wealth Management Group
California
$910K +$2.35K +47 +0.3%
MSWM
566
McGlone Suttner Wealth Management
Wisconsin
$909K -$494K -9,878 -36%
KWA
567
Kingswood Wealth Advisors
California
$896K +$43.4K +868 +5%
LSA
568
Lansing Street Advisors
Pennsylvania
$884K -$220K -4,406 -21%
AWM
569
Able Wealth Management
New Jersey
$880K +$841K +16,819 New
CWM
570
Congress Wealth Management
Massachusetts
$873K +$833K +16,671 New
MIAS
571
Mason Investment Advisory Services
Virginia
$867K +$1.3K +26 +0.2%
CRI
572
Colonial River Investments
Virginia
$864K +$32.2K +644 +4%
CSS
573
Cubist Systematic Strategies
Connecticut
$860K +$821K +16,435 New
HC
574
Hurley Capital
New York
$847K – – –
RWM
575
RKL Wealth Management
Pennsylvania
$844K +$3.9K +78 +0.5%
21 22
23
24 25