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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
601
Cape Investment Advisory
Georgia
$366K -$55.7K -1,291 -14%
BAM
602
Belpointe Asset Management
Nevada
$365K +$338K +7,833 New
SIC
603
Sterling Investment Counsel
New York
$365K -$12.1K -281 -3%
SPC
604
Sigma Planning Corp
Michigan
$365K -$729K -16,905 -68%
EFG
605
Erickson Financial Group
Pennsylvania
$364K – – –
MA
606
MCF Advisors
Kentucky
$362K – – –
IWA
607
Invera Wealth Advisors
Oregon
$361K +$334K +7,734 New
ZF
608
Zega Financial
Florida
$354K +$328K +7,597 New
SWIM
609
Smallwood Wealth Investment Management
New Jersey
$354K -$5.56K -129 -2%
NIM
610
Northeast Investment Management
Massachusetts
$351K – – –
OAM
611
Oppenheimer Asset Management
New York
$350K +$10.9K +252 +3%
CAM
612
Concorde Asset Management
Michigan
$349K +$323K +7,495 New
TW
613
TrinityPoint Wealth
Connecticut
$349K -$45.4K -1,052 -12%
ISB
614
Iowa State Bank
Iowa
$345K – – –
ATPW
615
Ashton Thomas Private Wealth
Arizona
$345K +$52.7K +1,222 +20%
CWM
616
Cahaba Wealth Management
Georgia
$343K – – –
BC
617
Brio Consultants
California
$342K -$5.13K -119 -2%
BI
618
Ballast Inc
Kentucky
$339K +$2.85K +66 +0.9%
FI
619
FWG Investments
Kentucky
$335K +$310K +7,189 New
QCM
620
QRG Capital Management
Illinois
$334K +$309K +7,173 New
FTUS
621
Flow Traders U.S.
New York
$332K -$5.56K -129 -2%
KWA
622
Kingswood Wealth Advisors
California
$330K +$306K +7,085 New
CIA
623
Cascade Investment Advisors
Oregon
$330K +$305K +7,080 New
RPCONE
624
Retirement Planning Company of New England
Rhode Island
$329K +$65.6K +1,522 +27%
MFT
625
Moisand Fitzgerald Tamayo
Florida
$327K -$46K -1,067 -13%
23 24
25
26 27