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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
651
Dynamic Advisor Solutions
Arizona
$446K -$17.5K -343 -4%
DCM
652
DGS Capital Management
New Jersey
$445K +$1.83K +36 +0.4%
EWA
653
Exencial Wealth Advisors
Oklahoma
$444K +$305 +6 +0.1%
RJT
654
Raymond James Trust
Florida
$443K – – –
JCIA
655
Jackson Creek Investment Advisors
Colorado
$437K +$421K +8,268 New
SW
656
Simplicity Wealth
New Jersey
$433K +$181K +3,555 +77%
HVIA
657
Hudson Valley Investment Advisors
New York
$432K -$185K -3,639 -31%
BBNA
658
Bremer Bank National Association
Minnesota
$431K – – –
TI
659
Truepoint Inc
Ohio
$427K -$15.7K -309 -4%
TPWM
660
Twelve Points Wealth Management
Massachusetts
$427K -$26.6K -523 -6%
BI
661
Ballast Inc
Kentucky
$427K +$17K +334 +4%
LSA
662
Lion Street Advisors
Texas
$426K +$182K +3,577 +80%
FFBTD
663
First Financial Bank - Trust Division
Ohio
$426K – – –
CCA
664
Clarity Capital Advisors
Florida
$424K +$2.14K +42 +0.5%
HFS
665
Hoge Financial Services
Pennsylvania
$422K +$2.14K +42 +0.5%
SL
666
SWMG LLC
Texas
$422K -$287K -5,648 -42%
AWM
667
Aviso Wealth Management
Washington
$416K -$50.5K -993 -11%
CWS
668
Confluence Wealth Services
Pennsylvania
$415K -$651K -12,789 -62%
LIA
669
Lynx Investment Advisory
District of Columbia
$413K +$2.09K +41 +0.5%
GC
670
Grimes & Company
Massachusetts
$411K +$36.6K +719 +10%
MA
671
MCF Advisors
Kentucky
$411K – – –
CFG
672
Copley Financial Group
California
$409K +$394K +7,738 New
WGCA
673
Wolf Group Capital Advisors
Virginia
$409K +$150K +2,941 +45%
EAM
674
Empirical Asset Management
Massachusetts
$409K +$111K +2,174 +39%
CL
675
Choreo LLC
Illinois
$409K +$395K +7,752 New
25 26
27
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