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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
626
WealthSource Partners
California
– -$247K -6,705 Closed
OMC
627
Old Mission Capital
Illinois
– -$232K -6,312 Closed
SAM
628
SignalPoint Asset Management
Missouri
– -$212K -5,760 Closed
WCFA
629
Walkner Condon Financial Advisors
Wisconsin
– -$211K -5,739 Closed
ACP
630
Aveo Capital Partners
Colorado
– -$210K -5,695 Closed
GCP
631
Gill Capital Partners
Colorado
– -$235K -5,622 Closed
CWM
632
CCG Wealth Management
California
– -$205K -5,556 Closed
CWP
633
Concord Wealth Partners
Virginia
– -$166K -4,515 Closed
EWA
634
EP Wealth Advisors
California
– -$121K -3,290 Closed
VRM
635
Vectors Research Management
New York
– -$112K -3,041 Closed
COCM
636
Charter Oak Capital Management
New Hampshire
– -$84K -2,271 Closed
VVP
637
Venture Visionary Partners
Ohio
– -$58.7K -1,593 Closed
TCWM
638
Total Clarity Wealth Management
Illinois
– -$56K -1,525 Closed
DI
639
Disciplined Investments
Oklahoma
– -$37K -1,000 Closed
SWM
640
SeaCrest Wealth Management
New York
– -$36K -981 Closed
SMC
641
Smith, Moore & Co
Missouri
– -$23K -617 Closed
RIM
642
Rockbridge Investment Management
New York
– -$18.5K -503 Closed
GT
643
Glenmede Trust
Pennsylvania
– -$16K -437 Closed
FCMT
644
Founders Capital Management (Texas)
Texas
– -$8.95K -236 -98%
AW
645
ACG Wealth
Georgia
– -$7K -200 Closed
SFG
646
Steward Financial Group
Texas
– -$6K -186 Closed
CWM
647
Curi Wealth Management
North Carolina
– -$5K -139 Closed
RG
648
Retirement Group
California
– -$3K -82 Closed
BTI
649
Blue Trust Inc
Georgia
– -$2K -52 Closed
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