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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
601
SageView Advisory Group
California
$721K -$1.81K -35 -0.2%
KCP
602
Kera Capital Partners
California
$714K +$23K +444 +3%
FFA
603
Frazier Financial Advisors
Ohio
$712K +$25.9K +500 +4%
GSC
604
Ground Swell Capital
South Carolina
$710K +$721K +13,907 New
GJIA
605
Glass Jacobson Investment Advisors
Maryland
$702K – – –
AO
606
Advisor OS
Illinois
$701K +$182K +3,503 +34%
LF
607
Lantz Financial
Illinois
$698K +$1.14K +22 +0.2%
AZ
608
Alpha Zero
Florida
$695K – – –
SL
609
SWMG LLC
Texas
$691K +$346K +6,678 +89%
STA
610
Summit Trail Advisors
New York
$690K -$134K -2,583 -16%
FNBOO
611
First National Bank of Omaha
Nebraska
$687K – – –
LIA
612
LBMC Investment Advisors
Tennessee
$685K +$2.33K +45 +0.3%
CFS
613
Coordinated Financial Services
Colorado
$679K +$122K +2,353 +22%
LMKC
614
L.M. Kohn & Company
Ohio
$677K -$469K -9,040 -41%
F4L
615
Fortune 45 LLC
Louisiana
$677K -$1.83M -35,358 -73%
MWM
616
MGB Wealth Management
Texas
$674K +$9.49K +183 +1%
EFG
617
Embree Financial Group
Illinois
$669K +$2.08K +40 +0.3%
GAG
618
GM Advisory Group
New York
$669K – – –
CP
619
Castleview Partners
Texas
$668K -$427K -8,229 -39%
MMA
620
Miracle Mile Advisors
California
$666K +$676K +13,034 New
FPCP
621
Fort Point Capital Partners
California
$663K +$6.9K +133 +1%
FWM
622
ForthRight Wealth Management
Georgia
$663K +$104 +2 +0%
SWA
623
Serenus Wealth Advisors
California
$661K +$778 +15 +0.1%
PC
624
Permanens Capital
New York
$653K -$225K -4,329 -25%
MP
625
McDonald Partners
Ohio
$646K -$4.25K -82 -0.6%
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