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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
576
Sequent Asset Management
Texas
$822K -$181K -3,495 -18%
RWM
577
RKL Wealth Management
Pennsylvania
$819K +$132K +2,551 +19%
LBC
578
Lowe Brockenbrough & Co
Virginia
$818K -$9.8K -189 -1%
SP
579
Sequent Planning
Nebraska
$818K +$23.6K +456 +3%
HC
580
Headland Capital
South Carolina
$815K +$1.76K +34 +0.2%
CCWM
581
Cassaday & Co Wealth Management
Virginia
$810K +$14.4K +277 +2%
AC
582
AIFG Consultants
New York
$803K -$22.5K -433 -3%
IF
583
Ironwood Financial
Arizona
$797K +$14.8K +285 +2%
CRI
584
Colonial River Investments
Virginia
$795K +$74.9K +1,445 +10%
LFAS
585
Level Four Advisory Services
Texas
$777K -$53.1K -1,024 -6%
MAWCM
586
Mine & Arao Wealth Creation & Management
California
$776K -$3.84K -74 -0.5%
FI
587
Financial Insights
Washington
$774K +$27.7K +535 +4%
HAM
588
Hickory Asset Management
Ohio
$772K +$6.02K +116 +0.8%
TWP
589
Tempus Wealth Planning
California
$772K – – –
WA
590
Wealthstream Advisors
New York
$763K +$1.3K +25 +0.2%
BWL
591
Bogart Wealth LLC
Virginia
$755K -$1.09K -21 -0.1%
ACM
592
Advance Capital Management
Michigan
$755K +$311 +6 +0%
AC
593
AWM Capital
Arizona
$747K +$2.59K +50 +0.3%
PI
594
PFG Investments
New York
$747K -$1.56K -30 -0.2%
CBA
595
Coastal Bridge Advisors
Connecticut
$747K +$758K +14,618 New
LWM
596
LeConte Wealth Management
Tennessee
$744K +$756K +14,577 New
WAM
597
Wallington Asset Management
Indiana
$743K -$29.8K -575 -4%
HCC
598
Hirtle Callaghan & Co
Pennsylvania
$741K -$13.2K -255 -2%
BWM
599
BCGM Wealth Management
Indiana
$740K -$7.83K -151 -1%
CT
600
Caldwell Trust
Florida
$725K +$32.3K +623 +5%
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