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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
601
COWA LLC
Oklahoma
$592K -$4.83K -95 -0.8%
FCP
602
Fidelis Capital Partners
Florida
$590K +$565K +11,095 New
CB
603
Community Bank
New York
$587K -$11.5K -225 -2%
D
604
Diversified
Delaware
$584K +$2.19K +43 +0.4%
DE
605
Diversified Enterprises
Delaware
$584K +$562K +11,040 New
LJAC
606
L.J. Altfest & Co
New York
$581K -$30K -589 -5%
TW
607
TrinityPoint Wealth
Connecticut
$576K +$53.8K +1,058 +11%
IFPL
608
Investments & Financial Planning LLC
Kentucky
$575K -$8.04K -158 -1%
TCM
609
Twin Capital Management
Pennsylvania
$574K +$1.83K +36 +0.3%
CIC
610
Carnegie Investment Counsel
Ohio
$571K +$45.9K +902 +9%
BAM
611
Belpointe Asset Management
Nevada
$569K +$548K +10,768 New
ST
612
Smithfield Trust
Pennsylvania
$560K +$214K +4,200 +66%
PFGIA
613
Patriot Financial Group Insurance Agency
Massachusetts
$550K +$24.7K +486 +5%
TFG
614
Tilson Financial Group
New Jersey
$547K -$33.8K -664 -6%
BCM
615
BTC Capital Management
Iowa
$544K +$524K +10,295 New
CS
616
Crescent Sterling
Louisiana
$540K -$51 -1 -0%
FFG
617
Frisch Financial Group
New York
$533K -$2.44K -48 -0.5%
CW
618
CreativeOne Wealth
Kansas
$533K +$104K +2,035 +25%
HIP
619
HUB Investment Partners
Texas
$532K – – –
SIA
620
Schechter Investment Advisors
Michigan
$530K +$204 +4 +0%
AA
621
AlphaMark Advisors
Kentucky
$521K +$47.4K +931 +10%
AWA
622
Arbor Wealth Advisors
Michigan
$510K – – –
SWMG
623
Sanchez Wealth Management Group
Florida
$503K -$5.95K -117 -1%
AWA
624
Acorn Wealth Advisors
Michigan
$501K +$7.28K +143 +2%
IF
625
Ironwood Financial
Arizona
$499K – – –
23 24
25
26 27