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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
701
Private Client Services
Kentucky
$216K +$200K +4,638 New
VR
702
Valued Retirements
Texas
$216K +$200K +4,631 New
VWM
703
VCI Wealth Management
Missouri
$215K +$199K +4,604 New
WCFA
704
Walkner Condon Financial Advisors
Wisconsin
$214K +$198K +4,595 New
GSEP
705
Golden State Equity Partners
California
$214K +$198K +4,591 New
T
706
Tidemark
California
$212K +$196K +4,541 New
NPF
707
Norris Perne & French
Michigan
$208K +$192K +4,451 New
ICMP
708
Integrated Capital Management (Pennsylvania)
Pennsylvania
$206K +$190K +4,411 New
FMP
709
Financial Management Professionals
Texas
$205K +$190K +4,400 New
BA
710
Bridge Advisory
California
$205K -$241K -5,591 -56%
MMA
711
Miracle Mile Advisors
California
$204K +$189K +4,376 New
GI
712
Gradient Investments
Minnesota
$203K +$93.5K +2,168 +99%
VNA
713
Valley National Advisers
Pennsylvania
$202K – – –
WAS
714
Winch Advisory Services
Wisconsin
$187K +$776 +18 +0.5%
AP
715
Atwood & Palmer
Missouri
$176K – – –
AA
716
AlphaMark Advisors
Kentucky
$174K +$42.3K +980 +36%
LWM
717
Liberty Wealth Management
California
$171K +$182K +4,218 New
OLVIG
718
Oliver Lagore Vanvalin Investment Group
Michigan
$171K -$102K -2,370 -39%
BAM
719
Byrne Asset Management
New Jersey
$168K – – –
HNB
720
Huntington National Bank
Ohio
$164K – – –
S
721
SignatureFD
Georgia
$149K +$7.25K +168 +6%
EWM
722
Evermay Wealth Management
Virginia
$148K – – –
PP
723
PrairieView Partners
Minnesota
$148K – – –
ITIM
724
Indiana Trust & Investment Management
Indiana
$147K – – –
POIA
725
Pin Oak Investment Advisors
Texas
$141K – – –
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