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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
701
Dynamic Financial Group
Iowa
$453K +$6.3K +117 +1%
BFS
702
BridgePort Financial Solutions
Iowa
$451K +$1.89K +35 +0.4%
GSIAS
703
Garden State Investment Advisory Services
New Jersey
$448K -$163K -3,028 -27%
FFBTD
704
First Financial Bank - Trust Division
Ohio
$446K – – –
BFA
705
Bill Few Associates
Pennsylvania
$445K +$56.2K +1,044 +15%
GWM
706
GDS Wealth Management
Texas
$445K -$431 -8 -0.1%
RF
707
Rossby Financial
Florida
$445K -$52.5K -974 -11%
CCA
708
Clarity Capital Advisors
Florida
$444K – – –
RPC
709
Rossmore Private Capital
Connecticut
$443K – – –
LIA
710
Lynx Investment Advisory
District of Columbia
$440K +$1.99K +37 +0.5%
JWM
711
Johnson Wealth Management
North Dakota
$439K +$427K +7,937 New
MA
712
MCF Advisors
Kentucky
$430K – – –
EWA
713
Exencial Wealth Advisors
Oklahoma
$426K -$12.4K -230 -3%
RIA
714
Regal Investment Advisors
Michigan
$422K – – –
NFP
715
Narus Financial Partners
Utah
$419K -$15K -278 -4%
TCMP
716
Thrive Capital Management (Pennsylvania)
Pennsylvania
$416K +$64.9K +1,206 +19%
ST
717
Somerset Trust
Pennsylvania
$414K -$13K -241 -3%
AWA
718
Acorn Wealth Advisors
Michigan
$414K -$87.1K -1,617 -18%
ECM
719
Evergreen Capital Management
Washington
$413K – – –
FI
720
FWG Investments
Kentucky
$412K +$1.83K +34 +0.5%
APWA
721
Atlas Private Wealth Advisors
New Jersey
$410K +$157K +2,912 +65%
VVP
722
Venture Visionary Partners
Ohio
$409K -$6.92M -128,504 -95%
CWM
723
Cahaba Wealth Management
Georgia
$407K – – –
GFA
724
Gallagher Fiduciary Advisors
Illinois
$406K +$44.6K +828 +13%
PWP
725
PrairieView Wealth Partners
Illinois
$405K +$162 +3 +0%
27 28
29
30 31