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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
751
Moors & Cabot
Massachusetts
$516K +$508K +8,493 New
SWM
752
Silverlake Wealth Management
Vermont
$515K -$57.2K -955 -10%
CIA
753
Cascade Investment Advisors
Oregon
$515K -$12K -200 -2%
AC
754
AWM Capital
Arizona
$512K -$374K -6,256 -43%
SIA
755
Soltis Investment Advisors
Utah
$509K -$131K -2,189 -21%
CG
756
Caprock Group
Idaho
$509K +$85.9K +1,436 +21%
KIA
757
Kraematon Investment Advisors
Massachusetts
$509K -$8.26K -138 -2%
CWM
758
Cahaba Wealth Management
Georgia
$508K +$59.3K +990 +13%
NFP
759
Narus Financial Partners
Utah
$506K +$30.3K +507 +6%
CFS
760
Compass Financial Services
Iowa
$505K +$658 +11 +0.1%
SWA
761
Sax Wealth Advisors
New Jersey
$503K +$180 +3 +0%
OWA
762
OakTrust Wealth Advisors
Connecticut
$500K +$1.38K +23 +0.3%
CS
763
Capital Square
Tennessee
$496K +$28.1K +469 +6%
FGA
764
Fortis Group Advisors
New Jersey
$493K +$27.6K +462 +6%
GWM
765
GDS Wealth Management
Texas
$490K – – –
CCA
766
Clarity Capital Advisors
Florida
$488K – – –
TFG
767
Tilson Financial Group
New Jersey
$486K +$1.08K +18 +0.2%
MKW
768
Mullaney, Keating & Wright
Connecticut
$483K +$59.4K +993 +14%
WAS
769
Wealth Advisory Solutions
Indiana
$483K +$2.87K +48 +0.6%
JWM
770
Johnson Wealth Management
North Dakota
$482K – – –
CFP
771
Curran Financial Partners
South Carolina
$479K +$92.6K +1,547 +24%
DC
772
Darrow Company
Massachusetts
$478K +$1.38K +23 +0.3%
SSCA
773
South Shore Capital Advisors
Massachusetts
$476K – – –
OKSA
774
O'Keefe Stevens Advisory
New York
$476K – – –
T
775
Tidemark
California
$474K +$128K +2,137 +38%
29 30
31
32 33