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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
751
Bill Few Associates
Pennsylvania
$367K -$18.8K -376 -5%
NWAG
752
Net Worth Advisory Group
Utah
$366K +$350K +7,000 New
ACA
753
Aptus Capital Advisors
Alabama
$364K -$25.9K -518 -7%
WAM
754
WNY Asset Management
New York
$364K -$34.2K -685 -9%
FTUS
755
Flow Traders U.S.
New York
$363K -$31K -620 -8%
CA
756
Claro Advisors
Massachusetts
$362K +$31.2K +625 +10%
GAM
757
Grandview Asset Management
Pennsylvania
$358K +$1.05K +21 +0.3%
AFG
758
Atomi Financial Group
New York
$357K +$12.5K +251 +4%
CIA
759
Capital Investment Advisors
Georgia
$357K -$222K -4,447 -39%
RWPA
760
Richard W. Paul & Associates
Michigan
$355K +$2.35K +47 +0.7%
SL
761
Sentinus LLC
Illinois
$355K +$339K +6,782 New
GFG
762
Greystone Financial Group
Michigan
$354K -$850 -17 -0.3%
GWMR
763
GC Wealth Management RIA
Massachusetts
$353K – – –
TPWM
764
Twelve Points Wealth Management
Massachusetts
$350K – – –
MKW
765
Mullaney, Keating & Wright
Connecticut
$349K +$6.8K +136 +2%
HVIA
766
Hudson Valley Investment Advisors
New York
$349K -$34.2K -685 -9%
OC
767
Oppenheimer & Co
New York
$349K -$57.3K -1,147 -15%
GM
768
GeoWealth Management
Illinois
$348K +$21.1K +423 +7%
MWM
769
Mascagni Wealth Management
Mississippi
$343K +$900 +18 +0.3%
GFA
770
Gallagher Fiduciary Advisors
Illinois
$341K +$67.3K +1,347 +26%
KCFA
771
Key Client Fiduciary Advisors
New Jersey
$337K +$10.7K +214 +3%
STA
772
Summit Trail Advisors
New York
$336K -$354K -7,092 -52%
BC
773
Brio Consultants
California
$335K -$6.1K -122 -2%
OSNBOA
774
Old Second National Bank of Aurora
Illinois
$335K +$4.55K +91 +1%
CIA
775
Cape Investment Advisory
Georgia
$335K +$12.3K +246 +4%
29 30
31
32 33