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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
OSNBOA
576
Old Second National Bank of Aurora
Illinois
$275K +$21K +484 +8%
WC
577
Waterloo Capital
Texas
$271K +$285K +6,580 New
RPC
578
Rossmore Private Capital
Connecticut
$270K – – –
GAM
579
Grandview Asset Management
Pennsylvania
$269K +$7.45K +172 +3%
MCCP
580
Mission Creek Capital Partners
California
$268K -$3.03K -70 -1%
AWM
581
Accurate Wealth Management
Florida
$266K +$278K +6,409 New
ST
582
Smithfield Trust
Pennsylvania
$264K – – –
DAS
583
Dynamic Advisor Solutions
Arizona
$263K -$59.3K -1,368 -18%
AFO
584
Arrowroot Family Office
California
$263K -$163K -3,760 -37%
ESB
585
Essex Savings Bank
Connecticut
$257K -$2.21K -51 -0.8%
ATPW
586
Ashton Thomas Private Wealth
Arizona
$255K +$6.15K +142 +2%
FFC
587
First Financial Corp
Indiana
$254K +$267K +6,169 New
BI
588
Berkeley Inc
Idaho
$252K – – –
ASN
589
Advisory Services Network
Georgia
$251K -$12.7K -293 -5%
KA
590
Kovack Advisors
Florida
$251K -$50.5K -1,165 -16%
DCM
591
DGS Capital Management
New Jersey
$249K -$10.4K -239 -4%
OLVIG
592
Oliver Lagore Vanvalin Investment Group
Michigan
$249K -$190K -4,377 -42%
AIA
593
Arbor Investment Advisors
North Carolina
$249K +$261K +6,023 New
WFMPM
594
Woodley Farra Manion Portfolio Management
Indiana
$248K – – –
SAM
595
Synergy Asset Management
Washington
$240K +$252K +5,824 New
FG
596
Fiduciary Group
Georgia
$238K -$953 -22 -0.4%
AFG
597
Atomi Financial Group
New York
$236K +$6.32K +146 +3%
CAS
598
Coppell Advisory Solutions
Texas
$232K -$264K -6,089 -50%
GCP
599
Gill Capital Partners
Colorado
$232K – – –
GA
600
Goldstein Advisors
Wisconsin
$232K -$3.46K -80 -1%
22 23
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