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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
726
Erickson Financial Group
Pennsylvania
$253K -$131K -2,681 -34%
CA
727
Cambridge Advisors
Nebraska
$250K – – –
ACI
728
Alpha Cubed Investments
California
$249K – – –
GA
729
Goldstein Advisors
Wisconsin
$247K -$5.67K -116 -2%
DSA
730
Droms Strauss Advisors
Missouri
$245K – – –
LC
731
LCNB Corp
Ohio
$244K – – –
JFG
732
JMG Financial Group
Illinois
$242K – – –
CWM
733
Chicago Wealth Management
Illinois
$241K – – –
EFG
734
Everhart Financial Group
Ohio
$241K +$489 +10 +0.2%
IAIM
735
International Assets Investment Management
Florida
$239K +$240K +4,903 New
VVP
736
Venture Visionary Partners
Ohio
$235K -$2.3K -47 -1%
ICMP
737
Integrated Capital Management (Pennsylvania)
Pennsylvania
$233K +$14.8K +302 +7%
SWM
738
SFG Wealth Management
Maryland
$233K -$3.08K -63 -1%
CCMG
739
Clark Capital Management Group
Pennsylvania
$231K +$232K +4,747 New
FFW
740
Fusion Family Wealth
New York
$229K – – –
TC
741
TAP Consulting
Missouri
$228K -$3.81K -78 -2%
HT
742
Headlands Technologies
Illinois
$227K +$228K +4,655 New
CWP
743
Concord Wealth Partners
Virginia
$227K -$49.1K -1,005 -18%
SW
744
Simplicity Wealth
New Jersey
$226K -$103K -2,113 -31%
DC
745
Davenport & Co
Virginia
$226K +$227K +4,641 New
VR
746
Valued Retirements
Texas
$226K – – –
MSFS
747
Main Street Financial Solutions
Pennsylvania
$225K -$36K -736 -14%
SCTC
748
Sanibel Captiva Trust Company
Florida
$222K – – –
LSA
749
Lion Street Advisors
Texas
$219K -$183K -3,748 -46%
NPF
750
Norris Perne & French
Michigan
$217K – – –
28 29
30
31 32