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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
751
Colonial River Investments
Virginia
$482K -$146K -2,605 -23%
TNBTD
752
Trustmark National Bank Trust Department
Mississippi
$480K – – –
OC
753
Oarsman Capital
Wisconsin
$480K -$4.61K -82 -1%
AAP
754
Arax Advisory Partners
Colorado
$477K +$472K +8,397 New
WIM
755
WealthPlan Investment Management
Nebraska
$476K +$147K +2,613 +45%
LC
756
Lavelle Capital
California
$476K +$470K +8,370 New
CPC
757
Cadia Private Client
New Jersey
$472K +$467K +8,315 New
CAG
758
Csenge Advisory Group
Florida
$472K +$466K +8,301 New
PFA
759
Portland Financial Advisors
New York
$471K – – –
CFS
760
Compass Financial Services
Iowa
$470K +$730 +13 +0.2%
BFS
761
BridgePort Financial Solutions
Iowa
$466K +$2.36K +42 +0.5%
BFA
762
Bill Few Associates
Pennsylvania
$465K +$7.92K +141 +2%
PGFC
763
Peapack-Gladstone Financial Corp
New Jersey
$464K -$222K -3,951 -33%
TFG
764
Tilson Financial Group
New Jersey
$461K -$6.24K -111 -1%
SCTC
765
Sanibel Captiva Trust Company
Florida
$459K +$114K +2,031 +34%
BBPWM
766
Blue Bell Private Wealth Management
Pennsylvania
$458K -$16.2K -288 -3%
FFBTD
767
First Financial Bank - Trust Division
Ohio
$458K – – –
GWM
768
GDS Wealth Management
Texas
$457K – – –
AWM
769
Aviso Wealth Management
Washington
$457K -$154K -2,733 -25%
MA
770
MCF Advisors
Kentucky
$456K +$14.9K +265 +3%
CCA
771
Clarity Capital Advisors
Florida
$456K – – –
LIA
772
Lynx Investment Advisory
District of Columbia
$455K +$2.42K +43 +0.5%
RF
773
Rossby Financial
Florida
$453K -$3.09K -55 -0.7%
JWM
774
Johnson Wealth Management
North Dakota
$451K – – –
CL
775
COWA LLC
Oklahoma
$449K -$16.9K -300 -4%
29 30
31
32 33