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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
701
Detalus Advisors
Missouri
$599K – – –
PFA
702
Perryman Financial Advisory
Texas
$598K +$592K +10,530 New
GFA
703
Gallagher Fiduciary Advisors
Illinois
$596K +$178K +3,161 +43%
MHS
704
M Holdings Securities
Oregon
$595K +$588K +10,465 New
ECM
705
Evergreen Capital Management
Washington
$595K +$169K +3,000 +40%
PWM
706
Peak Wealth Management
New Hampshire
$589K +$583K +10,376 New
CF
707
Centaurus Financial
California
$589K -$7.75K -138 -1%
BAMG
708
Brand Asset Management Group
Missouri
$584K -$21.3K -380 -4%
PFS
709
Prospect Financial Services
New York
$583K +$2.58K +46 +0.4%
6F
710
626 Financial
Michigan
$583K -$99.2K -1,766 -15%
IFPL
711
Investments & Financial Planning LLC
Kentucky
$581K -$65.6K -1,168 -10%
GJIA
712
Glass Jacobson Investment Advisors
Maryland
$574K -$157K -2,786 -22%
SWM
713
SHP Wealth Management
Massachusetts
$567K +$561K +9,979 New
AC
714
AlphaCore Capital
California
$565K +$211K +3,763 +61%
PFA
715
Pathway Financial Advisors
Vermont
$564K – – –
DCM
716
DGS Capital Management
New Jersey
$562K -$13.4K -238 -2%
YIA
717
YHB Investment Advisors
Connecticut
$560K +$62.4K +1,110 +13%
WETS
718
Wealth Enhancement Trust Services
South Dakota
$556K +$550K +9,794 New
NFG
719
Nations Financial Group
Iowa
$553K +$276K +4,921 +102%
PB
720
Pinnacle Bancorp
Nebraska
$552K -$14.6K -260 -3%
AWA
721
Arbor Wealth Advisors
Michigan
$548K – – –
MT
722
Midwest Trust
Kansas
$543K +$288K +5,132 +116%
KIM
723
Kestra Investment Management
Texas
$543K +$34.1K +607 +7%
HIP
724
HUB Investment Partners
Texas
$539K -$49.4K -880 -8%
LJAC
725
L.J. Altfest & Co
New York
$537K -$58.8K -1,046 -10%
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