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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
751
KM Capital Management
Texas
$337K +$79.7K +1,537 +30%
RIA
752
Realta Investment Advisors
Delaware
$337K +$78.7K +1,517 +30%
AFG
753
Atomi Financial Group
New York
$336K -$3.48K -67 -1%
MCCP
754
Mission Creek Capital Partners
California
$335K +$42.7K +824 +14%
CA
755
Continuum Advisory
Idaho
$335K +$31.3K +603 +10%
MKW
756
Mullaney, Keating & Wright
Connecticut
$334K +$1.04K +20 +0.3%
MWM
757
Mascagni Wealth Management
Mississippi
$334K – – –
WGCA
758
Wolf Group Capital Advisors
Virginia
$333K -$152K -2,940 -31%
BC
759
Brio Consultants
California
$333K +$83.7K +1,614 +33%
VF
760
Vawter Financial
Ohio
$333K -$4.67K -90 -1%
CL
761
Choreo LLC
Illinois
$330K +$2.9K +56 +0.9%
KIM
762
Kestra Investment Management
Texas
$329K +$15K +290 +5%
CA
763
Clearstead Advisors
Ohio
$329K +$4.04K +78 +1%
BP
764
Ballentine Partners
Massachusetts
$324K – – –
SCTC
765
Sanibel Captiva Trust Company
Florida
$324K +$93.1K +1,795 +39%
OSNBOA
766
Old Second National Bank of Aurora
Illinois
$322K -$13.3K -257 -4%
CA
767
Claro Advisors
Massachusetts
$322K +$327K +6,299 New
HCM
768
Hengehold Capital Management
Ohio
$319K -$303K -5,848 -48%
LC
769
LCNB Corp
Ohio
$319K +$64.8K +1,250 +25%
GM
770
GeoWealth Management
Illinois
$318K -$7.14M -137,617 -96%
KCFA
771
Key Client Fiduciary Advisors
New Jersey
$318K +$54.4K +1,049 +20%
CIA
772
Cape Investment Advisory
Georgia
$314K -$43.2K -832 -12%
BI
773
Berkeley Inc
Idaho
$312K – – –
CFP
774
Catalyst Financial Partners
Massachusetts
$311K +$316K +6,092 New
RYIA
775
Roehl & Yi Investment Advisors
Oregon
$309K – – –
29 30
31
32 33