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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
751
Twelve Points Wealth Management
Massachusetts
$341K -$3.94K -76 -1%
KCM
752
KM Capital Management
Texas
$337K +$79.7K +1,537 +30%
RIA
753
Realta Investment Advisors
Delaware
$337K +$78.7K +1,517 +30%
AFG
754
Atomi Financial Group
New York
$336K -$3.48K -67 -1%
MCCP
755
Mission Creek Capital Partners
California
$335K +$42.7K +824 +14%
CA
756
Continuum Advisory
Idaho
$335K +$31.3K +603 +10%
MKW
757
Mullaney, Keating & Wright
Connecticut
$334K +$1.04K +20 +0.3%
MWM
758
Mascagni Wealth Management
Mississippi
$334K – – –
WGCA
759
Wolf Group Capital Advisors
Virginia
$333K -$152K -2,940 -31%
BC
760
Brio Consultants
California
$333K +$83.7K +1,614 +33%
VF
761
Vawter Financial
Ohio
$333K -$4.67K -90 -1%
CL
762
Choreo LLC
Illinois
$330K +$2.9K +56 +0.9%
KIM
763
Kestra Investment Management
Texas
$329K +$15K +290 +5%
CA
764
Clearstead Advisors
Ohio
$329K +$4.04K +78 +1%
BP
765
Ballentine Partners
Massachusetts
$324K – – –
SCTC
766
Sanibel Captiva Trust Company
Florida
$324K +$93.1K +1,795 +39%
OSNBOA
767
Old Second National Bank of Aurora
Illinois
$322K -$13.3K -257 -4%
CA
768
Claro Advisors
Massachusetts
$322K +$327K +6,299 New
HCM
769
Hengehold Capital Management
Ohio
$319K -$303K -5,848 -48%
LC
770
LCNB Corp
Ohio
$319K +$64.8K +1,250 +25%
GM
771
GeoWealth Management
Illinois
$318K -$7.14M -137,617 -96%
KCFA
772
Key Client Fiduciary Advisors
New Jersey
$318K +$54.4K +1,049 +20%
CIA
773
Cape Investment Advisory
Georgia
$314K -$43.2K -832 -12%
BI
774
Berkeley Inc
Idaho
$312K – – –
CFP
775
Catalyst Financial Partners
Massachusetts
$311K +$316K +6,092 New
29 30
31
32 33