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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
$777K -$1.99K -37 -0.3%
ACM
602
Advance Capital Management
Michigan
$771K -$46.3K -859 -6%
SFS
603
Sowell Financial Services
Arkansas
$766K -$97.1K -1,804 -12%
BWM
604
BCGM Wealth Management
Indiana
$761K -$14.1K -262 -2%
CT
605
Caldwell Trust
Florida
$758K – – –
AZ
606
Alpha Zero
Florida
$753K – – –
LIA
607
LBMC Investment Advisors
Tennessee
$749K +$3.23K +60 +0.4%
FFA
608
Frazier Financial Advisors
Ohio
$748K -$46.3K -859 -6%
HCC
609
Hirtle Callaghan & Co
Pennsylvania
$747K – – –
FNBOO
610
First National Bank of Omaha
Nebraska
$745K – – –
KCM
611
KM Capital Management
Texas
$743K +$119K +2,214 +20%
MSWM
612
McGlone Suttner Wealth Management
Wisconsin
$741K -$214K -3,975 -23%
F4L
613
Fortune 45 LLC
Louisiana
$730K -$3.39K -63 -0.5%
GAG
614
GM Advisory Group
New York
$725K – – –
WAM
615
Wallington Asset Management
Indiana
$725K -$18.6K -345 -3%
EFG
616
Embree Financial Group
Illinois
$722K +$3.12K +58 +0.4%
PFGIA
617
Patriot Financial Group Insurance Agency
Massachusetts
$718K +$71.6K +1,330 +11%
SWA
618
Serenus Wealth Advisors
California
$718K +$1.08K +20 +0.2%
GJIA
619
Glass Jacobson Investment Advisors
Maryland
$713K -$30.1K -559 -4%
FNBT
620
FineMark National Bank & Trust
Florida
$700K +$376K +6,990 +123%
SAW
621
Signal Advisors Wealth
Michigan
$700K -$14.5M -268,882 -96%
WSWA
622
Warren Street Wealth Advisors
California
$699K +$17.2K +320 +3%
MP
623
McDonald Partners
Ohio
$692K -$45.3K -842 -6%
HAG
624
HF Advisory Group
Maryland
$691K -$8.62K -160 -1%
4A
625
4Wealth Advisors
Illinois
$689K -$13K -241 -2%
23 24
25
26 27