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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
701
Apella Capital
Connecticut
$458K +$201K +4,016 +86%
TWM
702
Trueblood Wealth Management
Ohio
$453K -$2.9K -58 -0.7%
BBPWM
703
Blue Bell Private Wealth Management
Pennsylvania
$450K -$2.5K -50 -0.6%
KIA
704
Kraematon Investment Advisors
Massachusetts
$449K +$950 +19 +0.2%
YIA
705
YHB Investment Advisors
Connecticut
$449K +$429K +8,581 New
CCMG
706
Clark Capital Management Group
Pennsylvania
$449K -$1.84M -36,827 -81%
OC
707
Oarsman Capital
Wisconsin
$446K -$3.45K -69 -0.8%
CS
708
Crescent Sterling
Louisiana
$445K -$80.9K -1,619 -16%
TNBTD
709
Trustmark National Bank Trust Department
Mississippi
$444K – – –
BA
710
Bluesphere Advisors
Pennsylvania
$443K – – –
PFA
711
Portland Financial Advisors
New York
$434K – – –
CFS
712
Compass Financial Services
Iowa
$432K +$1.3K +26 +0.3%
LWM
713
Liberty Wealth Management
California
$430K +$411K +8,215 New
BI
714
Ballast Inc
Kentucky
$426K -$5.6K -112 -1%
BFS
715
BridgePort Financial Solutions
Iowa
$425K +$1.8K +36 +0.4%
DFG
716
Dynamic Financial Group
Iowa
$422K -$7.1K -142 -2%
GWM
717
GDS Wealth Management
Texas
$422K +$22.1K +443 +6%
FFBTD
718
First Financial Bank - Trust Division
Ohio
$422K – – –
CCA
719
Clarity Capital Advisors
Florida
$420K – – –
EP
720
Edgestream Partners
New Jersey
$419K +$63.7K +1,274 +19%
RPC
721
Rossmore Private Capital
Connecticut
$419K -$2.2K -44 -0.5%
EWA
722
Exencial Wealth Advisors
Oklahoma
$415K -$12.7K -254 -3%
LIA
723
Lynx Investment Advisory
District of Columbia
$415K +$1.95K +39 +0.5%
NFP
724
Narus Financial Partners
Utah
$411K +$2.8K +56 +0.7%
SMA
725
Sage Mountain Advisors
Georgia
$411K -$49.9K -999 -11%
27 28
29
30 31