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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
726
Miracle Mile Advisors
California
$583K +$112K +1,875 +24%
IAIM
727
International Assets Investment Management
Florida
$582K +$64K +1,069 +13%
S
728
SignatureFD
Georgia
$580K +$231K +3,858 +68%
BP
729
Ballentine Partners
Massachusetts
$579K -$1.33M -22,213 -70%
MW
730
MBL Wealth
North Carolina
$578K +$3.95K +66 +0.7%
RIA
731
Regal Investment Advisors
Michigan
$571K +$9.46K +158 +2%
LJAC
732
L.J. Altfest & Co
New York
$570K -$10.2K -170 -2%
AWM
733
Accurate Wealth Management
Florida
$568K +$206K +3,443 +60%
BA
734
Bluesphere Advisors
Pennsylvania
$561K – – –
FFBTD
735
First Financial Bank - Trust Division
Ohio
$547K – – –
IC
736
IEQ Capital
California
$547K +$162K +2,702 +43%
BC
737
Brio Consultants
California
$538K +$479 +8 +0.1%
PB
738
Pinnacle Bancorp
Nebraska
$537K -$36K -601 -6%
PFA
739
Portland Financial Advisors
New York
$536K – – –
TWM
740
Trueblood Wealth Management
Ohio
$533K +$778 +13 +0.1%
CS
741
Crescent Sterling
Louisiana
$529K – – –
XPN
742
XY Planning Network
Montana
$528K +$520K +8,691 New
WWM
743
Walser Wealth Management
Florida
$521K -$174K -2,906 -25%
KIM
744
Kestra Investment Management
Texas
$518K -$363K -6,058 -42%
MC
745
Moors & Cabot
Massachusetts
$516K +$508K +8,493 New
SWM
746
Silverlake Wealth Management
Vermont
$515K -$57.2K -955 -10%
CIA
747
Cascade Investment Advisors
Oregon
$515K -$12K -200 -2%
AC
748
AWM Capital
Arizona
$512K -$374K -6,256 -43%
SIA
749
Soltis Investment Advisors
Utah
$509K -$131K -2,189 -21%
CG
750
Caprock Group
Idaho
$509K +$85.9K +1,436 +21%
28 29
30
31 32