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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
651
Tortoise Investment Management
New York
$50.8K – – –
GI
652
Gradient Investments
Minnesota
$49.9K – – –
ADL
653
Asset Dedication LLC
California
$45K – – –
BWL
654
Bogart Wealth LLC
Virginia
$43.8K -$79.7K -1,931 -66%
TWM
655
Tradition Wealth Management
Minnesota
$43K +$206 +5 +0.5%
GWS
656
Glassman Wealth Services
Virginia
$42.6K – – –
KM
657
Kalos Management
Georgia
$41.6K – – –
ACA
658
Atlas Capital Advisors
Wyoming
$40.4K +$10.3K +250 +36%
FFA
659
Farther Finance Advisors
California
$37.8K +$14.5K +351 +67%
GWM
660
Grand Wealth Management
Michigan
$36.4K +$34.8K +842 New
PA
661
Parallel Advisors
California
$35.6K – – –
BLC
662
Brown, Lisle/Cummings
Rhode Island
$34.6K – – –
HFM
663
Hartford Financial Management
Connecticut
$34.1K – – –
WWMSC
664
Wagner Wealth Management (South Carolina)
South Carolina
$33.8K +$165 +4 +0.5%
WTC
665
WhitTier Trust Company
Nevada
$32.8K – – –
FDCDDQ
666
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.9K – – –
WT
667
Washington Trust
Rhode Island
$30.8K +$29.4K +712 New
PWMG
668
Prestige Wealth Management Group
New Jersey
$30.2K – – –
WWM
669
Wolff Wiese Magana
California
$29.6K – – –
FHA
670
First Horizon Advisors
Tennessee
$28.3K -$16.3K -395 -38%
RIA
671
Realta Investment Advisors
Delaware
$26.9K +$25.7K +622 New
CWC
672
Carolinas Wealth Consulting
North Carolina
$26.5K – – –
CHA
673
Carmichael Hill & Associates
Maryland
$25.5K – – –
FDCC
674
Foster Dykema Cabot & Co
Massachusetts
$25K – – –
BWA
675
BDO Wealth Advisors
Florida
$24.6K +$124 +3 +0.5%
25 26
27
28 29