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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
726
MBL Wealth
North Carolina
$534K +$34.8K +600 +7%
SWM
727
Silverlake Wealth Management
Vermont
$534K +$170K +2,923 +45%
PB
728
Pinnacle Bancorp
Nebraska
$533K -$16.5K -285 -3%
BC
729
Brio Consultants
California
$531K -$15.5K -268 -3%
DFG
730
Dynamic Financial Group
Iowa
$528K +$42.8K +738 +9%
SC
731
Syon Capital
California
$523K -$109K -1,872 -17%
RIA
732
Regal Investment Advisors
Michigan
$522K -$11.3K -194 -2%
BA
733
Bluesphere Advisors
Pennsylvania
$522K +$30.5K +525 +6%
TSS
734
Two Sigma Securities
New York
$522K +$535K +9,218 New
ACA
735
Aptus Capital Advisors
Alabama
$513K +$29.2K +503 +6%
MFWP
736
Mosaic Family Wealth Partners
Missouri
$512K +$266K +4,581 +103%
KCM
737
Key Capital Management
Tennessee
$509K +$497K +8,562 +1,946%
FFBTD
738
First Financial Bank - Trust Division
Ohio
$509K +$54.5K +939 +12%
SWA
739
Sax Wealth Advisors
New Jersey
$505K -$754 -13 -0.1%
DC
740
Davenport & Co
Virginia
$501K +$2.9K +50 +0.6%
PFA
741
Portland Financial Advisors
New York
$499K +$30.5K +526 +6%
TWM
742
Trueblood Wealth Management
Ohio
$495K +$1.45K +25 +0.3%
CS
743
Crescent Sterling
Louisiana
$492K – – –
AAS
744
Asset Allocation Strategies
Michigan
$491K -$5.05M -87,080 -91%
CIA
745
Cascade Investment Advisors
Oregon
$491K +$54.8K +945 +12%
DW30
746
Drucker Wealth 3.0
New Jersey
$489K +$93K +1,604 +23%
GFA
747
Gallagher Fiduciary Advisors
Illinois
$485K -$111K -1,919 -18%
KIA
748
Kraematon Investment Advisors
Massachusetts
$481K -$1.04K -18 -0.2%
IAIM
749
International Assets Investment Management
Florida
$480K +$138K +2,381 +39%
FSAG
750
Financial Solutions Advisory Group
Illinois
$479K +$491K +8,460 New
28 29
30
31 32