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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
701
Perryman Financial Advisory
Texas
$598K +$592K +10,530 New
GFA
702
Gallagher Fiduciary Advisors
Illinois
$596K +$178K +3,161 +43%
MHS
703
M Holdings Securities
Oregon
$595K +$588K +10,465 New
ECM
704
Evergreen Capital Management
Washington
$595K +$169K +3,000 +40%
PWM
705
Peak Wealth Management
New Hampshire
$589K +$583K +10,376 New
CF
706
Centaurus Financial
California
$589K -$7.75K -138 -1%
BAMG
707
Brand Asset Management Group
Missouri
$584K -$21.3K -380 -4%
PFS
708
Prospect Financial Services
New York
$583K +$2.58K +46 +0.4%
6F
709
626 Financial
Michigan
$583K -$99.2K -1,766 -15%
IFPL
710
Investments & Financial Planning LLC
Kentucky
$581K -$65.6K -1,168 -10%
GJIA
711
Glass Jacobson Investment Advisors
Maryland
$574K -$157K -2,786 -22%
SWM
712
SHP Wealth Management
Massachusetts
$567K +$561K +9,979 New
AC
713
AlphaCore Capital
California
$565K +$211K +3,763 +61%
PFA
714
Pathway Financial Advisors
Vermont
$564K – – –
DCM
715
DGS Capital Management
New Jersey
$562K -$13.4K -238 -2%
YIA
716
YHB Investment Advisors
Connecticut
$560K +$62.4K +1,110 +13%
WETS
717
Wealth Enhancement Trust Services
South Dakota
$556K +$550K +9,794 New
NFG
718
Nations Financial Group
Iowa
$553K +$276K +4,921 +102%
PB
719
Pinnacle Bancorp
Nebraska
$552K -$14.6K -260 -3%
AWA
720
Arbor Wealth Advisors
Michigan
$548K – – –
MT
721
Midwest Trust
Kansas
$543K +$288K +5,132 +116%
KIM
722
Kestra Investment Management
Texas
$543K +$34.1K +607 +7%
HIP
723
HUB Investment Partners
Texas
$539K -$49.4K -880 -8%
LJAC
724
L.J. Altfest & Co
New York
$537K -$58.8K -1,046 -10%
RIA
725
Regal Investment Advisors
Michigan
$535K +$101K +1,791 +23%
27 28
29
30 31