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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
626
JFS Wealth Advisors
Pennsylvania
$111K – – –
WAS
627
Winch Advisory Services
Wisconsin
$105K +$454 +11 +0.5%
CWM
628
Cedar Wealth Management
California
$101K – – –
CIAS
629
Capital Investment Advisory Services
North Carolina
$97.2K +$66.3K +1,605 +249%
HWA
630
Heritage Wealth Advisors
Virginia
$95K – – –
CMP
631
Coston McIsaac & Partners
Maine
$92K – – –
OSAM
632
O'Shaughnessy Asset Management
Connecticut
$89.5K +$84.4K +2,044 +7,570%
TCOV
633
Trust Company of Vermont
Vermont
$88.5K – – –
CA
634
Clearstead Advisors
Ohio
$88.4K – – –
HF
635
Halpern Financial
Virginia
$82.9K – – –
TWC
636
TD Waterhouse Canada
Ontario, Canada
$81.4K – – –
FMTCOCP
637
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$78K +$74.6K +1,806 New
HS
638
Horan Securities
United States
$77K -$72K -1,743 -49%
FM
639
Family Management
New York
$76.5K -$94.1K -2,278 -56%
WAG
640
Windsor Advisory Group
Ohio
$76.4K -$26.1K -632 -26%
RG
641
Retirement Group
California
$71.3K +$24.5K +593 +56%
AC
642
AlphaCore Capital
California
$71K -$63.9K -1,548 -48%
NL
643
NVWM LLC
Pennsylvania
$63.1K – – –
RFA
644
Register Financial Advisors
Georgia
$59.8K – – –
WIM
645
Westside Investment Management
California
$59.3K -$20.8K -503 -27%
GAG
646
Goodman Advisory Group
Massachusetts
$56.5K -$24.9K -603 -32%
PO
647
Private Ocean
California
$54.6K +$248 +6 +0.5%
OP
648
ORG Partners
Indiana
$54.1K +$51.5K +1,248 New
OIA
649
Optimum Investment Advisors
Illinois
$51.8K – – –
SAG
650
Spotlight Asset Group
Illinois
$51.3K +$49.1K +1,188 New
24 25
26
27 28