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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
626
Twelve Points Wealth Management
Massachusetts
$419K +$25.6K +523 +6%
HAS
627
HBW Advisory Services
California
$419K -$81.2K -1,661 -16%
FG
628
Fiduciary Group
Georgia
$417K -$34.4K -703 -8%
IF
629
Intrua Financial
Texas
$412K -$147K -3,004 -26%
TI
630
Truepoint Inc
Ohio
$409K -$96.5K -1,974 -19%
EWA
631
Exencial Wealth Advisors
Oklahoma
$409K +$391 +8 +0.1%
DCM
632
DGS Capital Management
New Jersey
$409K +$4.3K +88 +1%
RJT
633
Raymond James Trust
Florida
$408K +$409K +8,374 New
PCA
634
Prosperity Capital Advisors
Ohio
$400K +$127K +2,602 +46%
BBNA
635
Bremer Bank National Association
Minnesota
$398K – – –
CW
636
CreativeOne Wealth
Kansas
$393K -$2.49K -51 -0.6%
FFBTD
637
First Financial Bank - Trust Division
Ohio
$393K +$394K +8,054 New
CCA
638
Clarity Capital Advisors
Florida
$389K +$2.3K +47 +0.6%
HFS
639
Hoge Financial Services
Pennsylvania
$387K +$2.25K +46 +0.6%
MA
640
MCF Advisors
Kentucky
$379K – – –
LIA
641
Lynx Investment Advisory
District of Columbia
$378K +$379K +7,763 New
BI
642
Ballast Inc
Kentucky
$378K +$19.6K +401 +5%
TNBTD
643
Trustmark National Bank Trust Department
Mississippi
$377K +$378K +7,732 New
CWM
644
Cahaba Wealth Management
Georgia
$371K +$12.9K +263 +4%
SWIM
645
Smallwood Wealth Investment Management
New Jersey
$370K – – –
CIA
646
Cape Investment Advisory
Georgia
$369K -$22.9K -468 -6%
HWM
647
Horizon Wealth Management
Illinois
$368K -$20.4M -417,903 -98%
SIA
648
Soltis Investment Advisors
Utah
$365K -$32.2K -658 -8%
WAS
649
Wealth Advisory Solutions
Indiana
$361K +$362K +7,400 New
CIA
650
Cascade Investment Advisors
Oregon
$360K +$2.44K +50 +0.7%
24 25
26
27 28