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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
701
Wealth Watch Advisors
Colorado
$395K +$411K +7,721 New
MGIA
702
Moneta Group Investment Advisors
Missouri
$393K +$409K +7,686 New
VAG
703
VisionPoint Advisory Group
Texas
$393K +$139K +2,614 +51%
SL
704
SWMG LLC
Texas
$391K -$17.3K -326 -4%
WSFS
705
Wilmington Savings Fund Society
Delaware
$391K – – –
LWL
706
Leo Wealth LLC
Texas
$388K +$2.45K +46 +0.6%
HA
707
Herold Advisors
New York
$386K -$4.36K -82 -1%
LWA
708
Lantern Wealth Advisors
New York
$386K -$4.36K -82 -1%
CIA
709
Cascade Investment Advisors
Oregon
$383K – – –
NFP
710
Narus Financial Partners
Utah
$381K +$28.1K +528 +8%
CFS
711
Compass Financial Services
Iowa
$379K +$394K +7,408 New
BFA
712
Bill Few Associates
Pennsylvania
$378K +$19.9K +374 +5%
PWP
713
PrairieView Wealth Partners
Illinois
$377K +$392K +7,367 New
CWM
714
Cahaba Wealth Management
Georgia
$376K – – –
FI
715
FWG Investments
Kentucky
$376K +$2.66K +50 +0.7%
FG
716
Fiduciary Group
Georgia
$371K -$65.5K -1,231 -14%
SIA
717
Soltis Investment Advisors
Utah
$366K -$15.1K -284 -4%
RPCONE
718
Retirement Planning Company of New England
Rhode Island
$364K -$1.86K -35 -0.5%
KWM
719
Keebeck Wealth Management
Illinois
$364K +$379K +7,116 New
ISB
720
Iowa State Bank
Iowa
$363K – – –
MWM
721
McMill Wealth Management
Nebraska
$361K +$375K +7,054 New
MAG
722
Mayfair Advisory Group
Alabama
$359K +$373K +7,018 New
RWPA
723
Richard W. Paul & Associates
Michigan
$357K +$22.8K +429 +7%
TCM
724
Traynor Capital Management
Pennsylvania
$357K +$48.9K +919 +15%
CIA
725
Cape Investment Advisory
Georgia
$357K +$905 +17 +0.2%
27 28
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30 31