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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Sequent Asset Management
Texas
$985K +$89.1K +1,536 +10%
CB
602
Community Bank
New York
$973K +$5.05K +87 +0.5%
WWM
603
WJ Wealth Management
Arizona
$958K -$48.3K -832 -5%
KWA
604
Kingswood Wealth Advisors
California
$949K -$7.95K -137 -0.8%
MIAS
605
Mason Investment Advisory Services
Virginia
$941K +$1.22K +21 +0.1%
DM
606
Diversified Management
Wisconsin
$932K +$956K +16,478 New
SWM
607
Sherman Wealth Management
Maryland
$929K +$406 +7 +0%
LTL
608
Lowery Thomas LLC
California
$921K -$19.6K -338 -2%
ICMP
609
Integrated Capital Management (Pennsylvania)
Pennsylvania
$917K -$21.7K -374 -2%
HC
610
Headland Capital
South Carolina
$913K -$1.51K -26 -0.2%
GGS
611
Galvin Gaustad & Stein
Arizona
$900K +$33.6K +580 +4%
JIC
612
Johnson Investment Counsel
Ohio
$890K -$74.7K -1,288 -8%
LBC
613
Lowe Brockenbrough & Co
Virginia
$884K -$14.2K -245 -2%
IF
614
Ironwood Financial
Arizona
$882K – – –
BMWM
615
Brown Miller Wealth Management
Virginia
$876K +$86.3K +1,488 +11%
SWA
616
SFMG Wealth Advisors
Texas
$876K – – –
BTWM
617
Baker Tilly Wealth Management
Wisconsin
$872K -$46.3K -799 -5%
GM
618
GeoWealth Management
Illinois
$870K +$34.9K +602 +4%
TBF
619
True Blue Financial
Michigan
$867K +$395K +6,814 +80%
FWM
620
ForthRight Wealth Management
Georgia
$865K +$63.8K +1,100 +8%
NFG
621
Nations Financial Group
Iowa
$862K +$319K +5,504 +57%
MAWCM
622
Mine & Arao Wealth Creation & Management
California
$861K +$232 +4 +0%
GAG
623
GM Advisory Group
New York
$861K +$122K +2,105 +16%
RWM
624
RKL Wealth Management
Pennsylvania
$855K -$87.5K -1,508 -9%
GA
625
Greenspring Advisors
Maryland
$848K -$3.71K -64 -0.4%
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