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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
576
GGM Financials
Ohio
$1.2M +$3.37K +58 +0.3%
TWP
577
Tempus Wealth Planning
California
$1.18M -$21.9K -377 -2%
SPC
578
Sigma Planning Corp
Michigan
$1.17M -$20.6K -355 -2%
TI
579
Tidal Investments
Wisconsin
$1.16M -$4.41K -76 -0.4%
SPWM
580
Schrum Private Wealth Management
Florida
$1.16M -$10.5K -181 -0.9%
WWMP
581
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.15M -$2.07M -35,739 -64%
ATC
582
Argent Trust Co
Tennessee
$1.15M -$34.8K -600 -3%
RFP
583
Root Financial Partners
California
$1.15M +$8.93K +154 +0.8%
CA
584
Centerpoint Advisors
Massachusetts
$1.14M -$10K -173 -0.9%
MGIA
585
Moneta Group Investment Advisors
Missouri
$1.14M +$152K +2,622 +15%
FFG
586
Frisch Financial Group
New York
$1.14M +$1.91K +33 +0.2%
WFA
587
Wells Financial Advisors
Massachusetts
$1.1M -$553K -9,530 -33%
PHWA
588
Petersen Hastings Wealth Advisors
Washington
$1.1M -$17.6K -303 -2%
GT
589
Greenleaf Trust
Michigan
$1.08M – – –
VCA
590
Verdence Capital Advisors
Maryland
$1.08M -$345K -5,943 -24%
SCM
591
Spring Capital Management
Texas
$1.05M – – –
HWM
592
Howard Wealth Management
Connecticut
$1.05M -$167K -2,877 -13%
PWM
593
Peck Wealth Management
New York
$1.04M -$58K -1,000 -5%
CA
594
Calton & Associates
Florida
$1.04M -$263K -4,533 -20%
MAG
595
M3 Advisory Group
Massachusetts
$1.04M +$48.7K +839 +5%
ACM
596
Advisors Capital Management
New Jersey
$1.04M -$147K -2,531 -12%
RFC
597
Regions Financial Corp
Alabama
$1.03M -$25.4K -437 -2%
PGFG
598
Pine Grove Financial Group
Minnesota
$1.02M +$986 +17 +0.1%
SW
599
SVB Wealth
Massachusetts
$1.01M -$1.89M -32,608 -65%
WPW
600
Waldron Private Wealth
Pennsylvania
$1.01M – – –
22 23
24
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