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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
751
Kraematon Investment Advisors
Massachusetts
$481K -$1.04K -18 -0.2%
IAIM
752
International Assets Investment Management
Florida
$480K +$138K +2,381 +39%
FSAG
753
Financial Solutions Advisory Group
Illinois
$479K +$491K +8,460 New
LAA
754
Liberty Atlantic Advisors
Texas
$472K -$56K -965 -10%
PGFC
755
Peapack-Gladstone Financial Corp
New Jersey
$470K +$9.22K +159 +2%
CFS
756
Compass Financial Services
Iowa
$469K +$464 +8 +0.1%
BFS
757
BridgePort Financial Solutions
Iowa
$465K +$1.62K +28 +0.3%
OWA
758
OakTrust Wealth Advisors
Connecticut
$464K -$66.4K -1,144 -12%
MA
759
MCF Advisors
Kentucky
$464K +$9.8K +169 +2%
AWM
760
Apollon Wealth Management
South Carolina
$459K +$55.9K +963 +13%
FGA
761
Fortis Group Advisors
New Jersey
$458K -$215K -3,700 -33%
GWM
762
GDS Wealth Management
Texas
$456K +$464 +8 +0.1%
CCA
763
Clarity Capital Advisors
Florida
$454K – – –
AAP
764
Arax Advisory Partners
Colorado
$452K -$23.5K -405 -5%
TFG
765
Tilson Financial Group
New Jersey
$452K -$7.6K -131 -2%
SWM
766
SHP Wealth Management
Massachusetts
$450K -$118K -2,030 -20%
JWM
767
Johnson Wealth Management
North Dakota
$449K – – –
CS
768
Capital Square
Tennessee
$448K +$47K +810 +12%
WAS
769
Wealth Advisory Solutions
Indiana
$447K +$37.7K +650 +9%
SFG
770
Snider Financial Group
Washington
$444K -$7.32M -126,117 -94%
SSCA
771
South Shore Capital Advisors
Massachusetts
$443K +$26.4K +455 +6%
OKSA
772
O'Keefe Stevens Advisory
New York
$443K +$454K +7,830 New
NFP
773
Narus Financial Partners
Utah
$442K +$9.75K +168 +2%
NWAG
774
Net Worth Advisory Group
Utah
$442K +$1.68K +29 +0.4%
PWP
775
PrairieView Wealth Partners
Illinois
$442K +$20.3K +350 +5%
29 30
31
32 33