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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
701
Wedbush Securities
California
$602K -$38.6K -665 -6%
ST
702
Smithfield Trust
Pennsylvania
$600K – – –
DA
703
Detalus Advisors
Missouri
$600K +$3.71K +64 +0.6%
CCMG
704
Clark Capital Management Group
Pennsylvania
$598K -$10M -172,495 -94%
SIA
705
Soltis Investment Advisors
Utah
$598K +$81K +1,396 +15%
ECM
706
Evergreen Capital Management
Washington
$592K – – –
F4L
707
Fortune 45 LLC
Louisiana
$592K -$162K -2,792 -21%
CF
708
Centaurus Financial
California
$588K +$812 +14 +0.1%
PWM
709
Peak Wealth Management
New Hampshire
$587K – – –
TPF
710
Tribridge Partners Financial
Maryland
$583K +$102K +1,756 +21%
DWM
711
Drive Wealth Management
Utah
$582K -$49.8K -858 -8%
6F
712
626 Financial
Michigan
$581K – – –
IFPL
713
Investments & Financial Planning LLC
Kentucky
$578K -$986 -17 -0.2%
SL
714
Sentinus LLC
Illinois
$574K -$287K -4,941 -33%
GJIA
715
Glass Jacobson Investment Advisors
Maryland
$571K – – –
YIA
716
YHB Investment Advisors
Connecticut
$554K -$4.12K -71 -0.7%
PFA
717
Pathway Financial Advisors
Vermont
$552K – – –
WETS
718
Wealth Enhancement Trust Services
South Dakota
$548K -$5.92K -102 -1%
BWL
719
Bogart Wealth LLC
Virginia
$546K +$63.7K +1,098 +13%
AWA
720
Arbor Wealth Advisors
Michigan
$546K – – –
DCM
721
DGS Capital Management
New Jersey
$544K -$16.2K -280 -3%
BFA
722
Bill Few Associates
Pennsylvania
$543K +$81.9K +1,412 +17%
MT
723
Midwest Trust
Kansas
$541K -$348 -6 -0.1%
LJAC
724
L.J. Altfest & Co
New York
$540K +$5.39K +93 +1%
JRPIM
725
Journey Retirement Planning & Investment Management
Idaho
$539K -$1.48M -25,582 -73%
27 28
29
30 31