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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
626
Heritage Wealth Advisors
Virginia
$85.6K – – –
PB
627
Pinnacle Bancorp
Nebraska
$85K – – –
CA
628
Clearstead Advisors
Ohio
$79.6K -$40.1K -1,047 -34%
FWP
629
FAS Wealth Partners
Kansas
$76.3K +$68.4K +1,785 +1,014%
BC
630
Bartlett & Co
Ohio
$75K +$73.5K +1,920 New
BCWM
631
Bartlett & Co Wealth Management
Ohio
$74.7K +$73.5K +1,920 New
HF
632
Halpern Financial
Virginia
$74.7K -$10.8K -283 -13%
PIMG
633
Patriot Investment Management Group
Tennessee
$69.6K +$64.4K +1,680 New
WWMSC
634
Wagner Wealth Management (South Carolina)
South Carolina
$60.3K +$383 +10 +0.6%
LIA
635
Luken Investment Analytics
Tennessee
$60.2K +$59.3K +1,548 New
HWMA
636
Heritage Wealth Management (Arizona)
Arizona
$59.5K +$29.3K +765 +100%
NL
637
NVWM LLC
Pennsylvania
$56.8K – – –
MPCL
638
My Personal CFO LLC
Washington
$56K +$38 +1 New
RFA
639
Register Financial Advisors
Georgia
$53.9K +$53.1K +1,385 New
RBC
640
Romano Brothers & Co
Illinois
$52.7K +$51.9K +1,354 New
OIA
641
Optimum Investment Advisors
Illinois
$46.7K -$76.6K -2,000 -63%
TIM
642
Tortoise Investment Management
New York
$45.7K – – –
HT
643
Headlands Technologies
Illinois
$42K +$41.2K +1,076 New
ADL
644
Asset Dedication LLC
California
$41K -$5.06K -132 -11%
GWS
645
Glassman Wealth Services
Virginia
$38.4K – – –
KM
646
Kalos Management
Georgia
$37.4K +$36.8K +962 New
LF
647
Lee Financial
Texas
$33.6K +$230 +6 +0.7%
AWM
648
Activest Wealth Management
Florida
$33.1K +$32.6K +852 New
HNB
649
Huntington National Bank
Ohio
$32.7K – – –
LWCFA
650
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31.8K – – –
24 25
26
27 28