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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
726
Bogart Wealth LLC
Virginia
$595K +$7.84K +131 +1%
JRPIM
727
Journey Retirement Planning & Investment Management
Idaho
$590K +$10.4K +173 +2%
ACA
728
Aptus Capital Advisors
Alabama
$588K +$36.7K +614 +7%
AWA
729
Arbor Wealth Advisors
Michigan
$587K – – –
RIA
730
Realta Investment Advisors
Delaware
$586K -$74.4K -1,243 -11%
MMA
731
Miracle Mile Advisors
California
$583K +$112K +1,875 +24%
IAIM
732
International Assets Investment Management
Florida
$582K +$64K +1,069 +13%
S
733
SignatureFD
Georgia
$580K +$231K +3,858 +68%
BP
734
Ballentine Partners
Massachusetts
$579K -$1.33M -22,213 -70%
MW
735
MBL Wealth
North Carolina
$578K +$3.95K +66 +0.7%
RA
736
Range Advisory
Virginia
$576K +$236K +3,945 +71%
RIA
737
Regal Investment Advisors
Michigan
$571K +$9.46K +158 +2%
LJAC
738
L.J. Altfest & Co
New York
$570K -$10.2K -170 -2%
AWM
739
Accurate Wealth Management
Florida
$568K +$206K +3,443 +60%
BA
740
Bluesphere Advisors
Pennsylvania
$561K – – –
FFBTD
741
First Financial Bank - Trust Division
Ohio
$547K – – –
IC
742
IEQ Capital
California
$547K +$162K +2,702 +43%
BC
743
Brio Consultants
California
$538K +$479 +8 +0.1%
PB
744
Pinnacle Bancorp
Nebraska
$537K -$36K -601 -6%
PFA
745
Portland Financial Advisors
New York
$536K – – –
TWM
746
Trueblood Wealth Management
Ohio
$533K +$778 +13 +0.1%
CS
747
Crescent Sterling
Louisiana
$529K – – –
XPN
748
XY Planning Network
Montana
$528K +$520K +8,691 New
WWM
749
Walser Wealth Management
Florida
$521K -$174K -2,906 -25%
KIM
750
Kestra Investment Management
Texas
$518K -$363K -6,058 -42%
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30
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