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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
726
State Street
Massachusetts
– -$10.3M -237,518 Closed
PFGIA
727
Patriot Financial Group Insurance Agency
Massachusetts
– -$8.07M -186,805 Closed
Jane Street
728
Jane Street
New York
– -$8.06M -186,688 Closed
TCFP
729
Treasure Coast Financial Planning
Florida
– -$4.93M -114,060 Closed
SAM
730
Securian Asset Management
Minnesota
– -$4.12M -95,300 Closed
Citadel Advisors
731
Citadel Advisors
Florida
– -$1.95M -45,034 Closed
AT
732
American Trust
Kentucky
– -$1.62M -37,605 Closed
PWM
733
Peterson Wealth Management
Nevada
– -$1.57M -36,283 Closed
DA
734
Doliver Advisors
Texas
– -$1.42M -32,984 Closed
V
735
Veritable
Delaware
– -$793K -18,365 Closed
VWA
736
V Wealth Advisors
Kansas
– -$774K -17,923 Closed
PG
737
Prostatis Group
Maryland
– -$17.4K -17,369 Closed
GS
738
GTS Securities
Florida
– -$739K -17,101 Closed
LWM
739
Laidlaw Wealth Management
New York
– -$455K -10,530 Closed
Fayez Sarofim & Co
740
Fayez Sarofim & Co
Texas
– -$421K -9,751 Closed
HPC
741
Hobart Private Capital
North Carolina
– -$326K -7,555 Closed
BAM
742
Belpointe Asset Management
Nevada
– -$286K -6,622 Closed
SS
743
Simplicity Solutions
Minnesota
– -$276K -6,380 Closed
SW
744
Simplicity Wealth
New Jersey
– -$276K -6,380 Closed
RWM
745
Rockwood Wealth Management
Pennsylvania
– -$250K -5,787 Closed
Empower Advisory Group
746
Empower Advisory Group
Colorado
– -$242K -5,607 Closed
VIM
747
Vista Investment Management
Pennsylvania
– -$237K -5,486 Closed
CW
748
Channel Wealth
California
– -$217K -5,029 Closed
GSEP
749
Golden State Equity Partners
California
– -$216K -4,995 Closed
AC
750
Avestar Capital
New York
– -$212K -4,904 Closed
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30
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