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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
726
CreativeOne Wealth
Kansas
$356K -$166K -3,119 -31%
MSF
727
Mustard Seed Financial
Arkansas
$354K +$106 +2 +0%
GFG
728
Greystone Financial Group
Michigan
$346K – – –
TPWM
729
Twelve Points Wealth Management
Massachusetts
$346K -$70.2K -1,320 -16%
WAS
730
Wealth Advisory Solutions
Indiana
$346K +$745 +14 +0.2%
GWMR
731
GC Wealth Management RIA
Massachusetts
$345K – – –
GVCM
732
Global View Capital Management
Wisconsin
$345K +$360K +6,774 New
DFG
733
Dynamic Financial Group
Iowa
$343K +$357K +6,703 New
AWM
734
Accel Wealth Management
Iowa
$340K +$1.44K +27 +0.4%
GAM
735
Grandview Asset Management
Pennsylvania
$340K +$1.49K +28 +0.4%
AFG
736
Atomi Financial Group
New York
$340K -$605K -11,379 -63%
VF
737
Vawter Financial
Ohio
$338K -$2.13K -40 -0.6%
OSNBOA
738
Old Second National Bank of Aurora
Illinois
$336K +$33.4K +628 +11%
MWM
739
Mascagni Wealth Management
Mississippi
$334K +$348K +6,533 New
MKW
740
Mullaney, Keating & Wright
Connecticut
$333K +$347K +6,513 New
CL
741
Choreo LLC
Illinois
$328K -$71.4K -1,342 -17%
FWM
742
Focused Wealth Management
New York
$325K +$7.61K +143 +2%
PWA
743
Peterson Wealth Advisors
Utah
$325K -$335K -6,289 -50%
CA
744
Clearstead Advisors
Ohio
$325K – – –
BP
745
Ballentine Partners
Massachusetts
$325K – – –
AWM
746
Accurate Wealth Management
Florida
$324K +$3.35K +63 +1%
MCM
747
Mainstream Capital Management
California
$322K -$1.81K -34 -0.5%
OAM
748
Oppenheimer Asset Management
New York
$317K -$4.52K -85 -1%
AFO
749
Arrowroot Family Office
California
$316K +$43K +808 +15%
WMWM
750
Whitaker-Myers Wealth Managers
Ohio
$315K +$328K +6,164 New
28 29
30
31 32