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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
PHWA
601
Petersen Hastings Wealth Advisors
Washington
$1.1M -$83.7K -1,399 -7%
SW
602
SVB Wealth
Massachusetts
$1.09M -$60 -1 -0%
WPW
603
Waldron Private Wealth
Pennsylvania
$1.09M -$718 -12 -0.1%
WWMP
604
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.08M -$155K -2,595 -13%
SPC
605
Sigma Planning Corp
Michigan
$1.07M -$176K -2,946 -14%
CCWM
606
Cassaday & Co Wealth Management
Virginia
$1.07M +$7.72K +129 +0.7%
SCA
607
Snowden Capital Advisors
New York
$1.05M +$271K +4,525 +35%
CB
608
Community Bank
New York
$1.05M +$5.45K +91 +0.5%
PGFG
609
Pine Grove Financial Group
Minnesota
$1.04M -$61.6K -1,030 -6%
TCOT
610
Trust Company of Toledo
Ohio
$1.03M +$1.02M +17,000 New
CAM
611
Costello Asset Management
Pennsylvania
$1.03M +$183K +3,050 +22%
BMWM
612
Brown Miller Wealth Management
Virginia
$1.02M +$79.1K +1,321 +9%
MIAS
613
Mason Investment Advisory Services
Virginia
$1.01M +$1.44K +24 +0.1%
WWM
614
WJ Wealth Management
Arizona
$1.01M -$19.5K -325 -2%
SWM
615
Sherman Wealth Management
Maryland
$1M +$4.37K +73 +0.4%
LTL
616
Lowery Thomas LLC
California
$993K +$3.83K +64 +0.4%
PFGIA
617
Patriot Financial Group Insurance Agency
Massachusetts
$988K -$752K -12,562 -44%
JIC
618
Johnson Investment Counsel
Ohio
$987K +$30.1K +503 +3%
HC
619
Headland Capital
South Carolina
$980K -$658 -11 -0.1%
SP
620
Sequent Planning
Nebraska
$963K -$477K -7,968 -33%
SWA
621
SFMG Wealth Advisors
Texas
$958K +$16.6K +277 +2%
IF
622
Ironwood Financial
Arizona
$949K -$14.2K -237 -2%
SPWM
623
Schrum Private Wealth Management
Florida
$949K -$61.6K -1,029 -5%
LBC
624
Lowe Brockenbrough & Co
Virginia
$948K -$1.79K -30 -0.2%
BCMLT
625
Beacon Capital Management LLC (Tennessee)
Tennessee
$941K +$131K +2,196 +17%
23 24
25
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