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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
576
Tempus Wealth Planning
California
$1.18M -$21.9K -377 -2%
SPC
577
Sigma Planning Corp
Michigan
$1.17M -$20.6K -355 -2%
TI
578
Tidal Investments
Wisconsin
$1.16M -$4.41K -76 -0.4%
SPWM
579
Schrum Private Wealth Management
Florida
$1.16M -$10.5K -181 -0.9%
WWMP
580
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.15M -$2.07M -35,739 -64%
ATC
581
Argent Trust Co
Tennessee
$1.15M -$34.8K -600 -3%
RFP
582
Root Financial Partners
California
$1.15M +$8.93K +154 +0.8%
CA
583
Centerpoint Advisors
Massachusetts
$1.14M -$10K -173 -0.9%
MGIA
584
Moneta Group Investment Advisors
Missouri
$1.14M +$152K +2,622 +15%
FFG
585
Frisch Financial Group
New York
$1.14M +$1.91K +33 +0.2%
WFA
586
Wells Financial Advisors
Massachusetts
$1.1M -$553K -9,530 -33%
PHWA
587
Petersen Hastings Wealth Advisors
Washington
$1.1M -$17.6K -303 -2%
GT
588
Greenleaf Trust
Michigan
$1.08M – – –
VCA
589
Verdence Capital Advisors
Maryland
$1.08M -$345K -5,943 -24%
SCM
590
Spring Capital Management
Texas
$1.05M – – –
HWM
591
Howard Wealth Management
Connecticut
$1.05M -$167K -2,877 -13%
PWM
592
Peck Wealth Management
New York
$1.04M -$58K -1,000 -5%
CA
593
Calton & Associates
Florida
$1.04M -$263K -4,533 -20%
MAG
594
M3 Advisory Group
Massachusetts
$1.04M +$48.7K +839 +5%
ACM
595
Advisors Capital Management
New Jersey
$1.04M -$147K -2,531 -12%
RFC
596
Regions Financial Corp
Alabama
$1.03M -$25.4K -437 -2%
SW
597
SVB Wealth
Massachusetts
$1.01M -$1.89M -32,608 -65%
WPW
598
Waldron Private Wealth
Pennsylvania
$1.01M – – –
FI
599
Financial Insights
Washington
$1.01M +$66.7K +1,150 +7%
CCWM
600
Cassaday & Co Wealth Management
Virginia
$987K +$580 +10 +0.1%
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