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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
701
Chicago Wealth Management
Illinois
$248K – – –
EFG
702
Everhart Financial Group
Ohio
$247K -$28.6K -599 -11%
PB
703
Pinnacle Bancorp
Nebraska
$247K – – –
VVP
704
Venture Visionary Partners
Ohio
$244K +$143 +3 +0.1%
SWM
705
SFG Wealth Management
Maryland
$243K -$8.68K -182 -4%
TC
706
TAP Consulting
Missouri
$238K -$777K -16,291 -77%
MCA
707
MSH Capital Advisors
Arizona
$238K – – –
FFW
708
Fusion Family Wealth
New York
$236K – – –
QCM
709
QRG Capital Management
Illinois
$234K -$119K -2,496 -35%
VR
710
Valued Retirements
Texas
$232K – – –
UAG
711
United Advisor Group
Ohio
$228K +$217K +4,560 New
SCTC
712
Sanibel Captiva Trust Company
Florida
$228K +$217K +4,546 New
FA
713
Fagan Associates
New York
$227K +$216K +4,523 New
BFA
714
Bill Few Associates
Pennsylvania
$226K -$13.3K -280 -6%
CPRC
715
Consolidated Portfolio Review Corp
New York
$226K -$7.77K -163 -3%
ICMP
716
Integrated Capital Management (Pennsylvania)
Pennsylvania
$225K +$3.38K +71 +2%
WCFA
717
Walkner Condon Financial Advisors
Wisconsin
$224K -$6.05K -127 -3%
NPF
718
Norris Perne & French
Michigan
$223K – – –
AC
719
Apella Capital
Connecticut
$222K -$32.8K -689 -13%
VNA
720
Valley National Advisers
Pennsylvania
$218K – – –
VIM
721
Vista Investment Management
Pennsylvania
$217K -$18.7K -393 -8%
SW
722
SMART Wealth
Nebraska
$216K +$206K +4,315 New
VWM
723
VCI Wealth Management
Missouri
$215K -$14.5K -305 -7%
VFG
724
Victory Financial Group
Texas
$215K -$54.4K -1,141 -21%
HCMG
725
Howard Capital Management Group
California
$214K +$204K +4,273 New
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