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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
676
Cassady Schiller Wealth Management
Ohio
$37.7K +$39.5K +913 New
SS
677
Sunbelt Securities
Texas
$35.3K +$23.1K +533 +166%
IPW
678
Impact Partnership Wealth
Georgia
$35K -$131K -3,018 -78%
GWM
679
Grand Wealth Management
Michigan
$34.7K -$43 -1 -0.1%
WTC
680
WhitTier Trust Company
Nevada
$31.3K – – –
FDCDDQ
681
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.5K – – –
PWMG
682
Prestige Wealth Management Group
New Jersey
$28.9K – – –
WWM
683
Wolff Wiese Magana
California
$28.3K – – –
HFM
684
Hartford Financial Management
Connecticut
$27.7K -$5.07K -117 -15%
TIM
685
Tortoise Investment Management
New York
$27.6K -$21.9K -505 -43%
RIA
686
Realta Investment Advisors
Delaware
$26.9K – – –
TFG
687
Team Financial Group
California
$26.4K +$2.77K +64 New
CWC
688
Carolinas Wealth Consulting
North Carolina
$24.9K – – –
CHA
689
Carmichael Hill & Associates
Maryland
$24.4K – – –
FDCC
690
Foster Dykema Cabot & Co
Massachusetts
$23K – – –
HB
691
Horizon Bancorp
Indiana
$16K -$1.82K -42 -10%
FMII
692
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
BONH
693
Bank of New Hampshire
New Hampshire
$13.7K – – –
TCM
694
TD Capital Management
Tennessee
$13.1K +$13.7K +317 New
CHC
695
City Holding Co
West Virginia
$13K -$3.9K -90 -22%
PFBT
696
Parkside Financial Bank & Trust
Missouri
$11.6K – – –
PAG
697
Paladin Advisory Group
Iowa
$11.6K +$9.53K +220 +361%
GAG
698
Goodman Advisory Group
Massachusetts
$11.2K -$44.9K -1,037 -79%
CAL
699
Capital Advisors Ltd
Ohio
$11K – – –
CTWM
700
Cherry Tree Wealth Management
Minnesota
$10.7K – – –
26 27
28
29 30