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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
776
Phillips Financial Management
Indiana
$158K -$173K -3,531 -52%
PP
777
PrairieView Partners
Minnesota
$154K – – –
POIA
778
Pin Oak Investment Advisors
Texas
$147K – – –
BWL
779
Bogart Wealth LLC
Virginia
$142K +$8.26K +169 +6%
ITIM
780
Indiana Trust & Investment Management
Indiana
$140K -$13.5K -276 -9%
CT
781
Colonial Trust
South Carolina
$136K – – –
JWA
782
JFS Wealth Advisors
Pennsylvania
$136K +$391 +8 +0.3%
OA
783
Operose Advisors
Wisconsin
$136K – – –
APC
784
Aspire Private Capital
North Carolina
$135K +$31.1K +636 +30%
MSG
785
Main Street Group
Virginia
$113K +$16.3K +334 +17%
TIM
786
Thompson Investment Management
Wisconsin
$112K – – –
CWM
787
Cedar Wealth Management
California
$111K – – –
AA
788
Ancora Advisors
Ohio
$108K -$13.6K -278 -11%
HWA
789
Heritage Wealth Advisors
Virginia
$107K – – –
SIC
790
Salem Investment Counselors
North Carolina
$104K +$70K +1,432 +207%
BFS
791
Bare Financial Services
Pennsylvania
$102K – – –
WIA
792
Wetzel Investment Advisors
Indiana
$101K – – –
TCOV
793
Trust Company of Vermont
Vermont
$99.8K – – –
ACA
794
Aptus Capital Advisors
Alabama
$99.4K +$41.4K +848 +71%
FWP
795
FAS Wealth Partners
Kansas
$98.7K +$79.4K +1,625 +407%
JFGIW
796
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97.8K – – –
CMP
797
Coston McIsaac & Partners
Maine
$93K – – –
VAG
798
VisionPoint Advisory Group
Texas
$86.3K +$86.6K +1,771 New
BA
799
Ballast Advisors
Minnesota
$84.9K -$14.5K -296 -15%
PO
800
Private Ocean
California
$82.5K +$391 +8 +0.5%
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