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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
601
ForthRight Wealth Management
Georgia
$785K -$1.13K -21 -0.1%
TWP
602
Triad Wealth Partners
Kansas
$781K +$550K +10,210 +261%
SAG
603
SageView Advisory Group
California
$777K -$1.99K -37 -0.3%
ACM
604
Advance Capital Management
Michigan
$771K -$46.3K -859 -6%
SFS
605
Sowell Financial Services
Arkansas
$766K -$97.1K -1,804 -12%
BWM
606
BCGM Wealth Management
Indiana
$761K -$14.1K -262 -2%
CT
607
Caldwell Trust
Florida
$758K – – –
AZ
608
Alpha Zero
Florida
$753K – – –
LIA
609
LBMC Investment Advisors
Tennessee
$749K +$3.23K +60 +0.4%
FFA
610
Frazier Financial Advisors
Ohio
$748K -$46.3K -859 -6%
HCC
611
Hirtle Callaghan & Co
Pennsylvania
$747K – – –
FNBOO
612
First National Bank of Omaha
Nebraska
$745K – – –
KCM
613
KM Capital Management
Texas
$743K +$119K +2,214 +20%
MSWM
614
McGlone Suttner Wealth Management
Wisconsin
$741K -$214K -3,975 -23%
F4L
615
Fortune 45 LLC
Louisiana
$730K -$3.39K -63 -0.5%
GAG
616
GM Advisory Group
New York
$725K – – –
WAM
617
Wallington Asset Management
Indiana
$725K -$18.6K -345 -3%
EFG
618
Embree Financial Group
Illinois
$722K +$3.12K +58 +0.4%
PFGIA
619
Patriot Financial Group Insurance Agency
Massachusetts
$718K +$71.6K +1,330 +11%
SWA
620
Serenus Wealth Advisors
California
$718K +$1.08K +20 +0.2%
GJIA
621
Glass Jacobson Investment Advisors
Maryland
$713K -$30.1K -559 -4%
FNBT
622
FineMark National Bank & Trust
Florida
$700K +$376K +6,990 +123%
SAW
623
Signal Advisors Wealth
Michigan
$700K -$14.5M -268,882 -96%
WSWA
624
Warren Street Wealth Advisors
California
$699K +$17.2K +320 +3%
MP
625
McDonald Partners
Ohio
$692K -$45.3K -842 -6%
23 24
25
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