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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
776
Brown, Lisle/Cummings
Rhode Island
$168K – – –
PFM
777
Phillips Financial Management
Indiana
$158K -$173K -3,531 -52%
PP
778
PrairieView Partners
Minnesota
$154K – – –
POIA
779
Pin Oak Investment Advisors
Texas
$147K – – –
BWL
780
Bogart Wealth LLC
Virginia
$142K +$8.26K +169 +6%
ITIM
781
Indiana Trust & Investment Management
Indiana
$140K -$13.5K -276 -9%
CT
782
Colonial Trust
South Carolina
$136K – – –
JWA
783
JFS Wealth Advisors
Pennsylvania
$136K +$391 +8 +0.3%
OA
784
Operose Advisors
Wisconsin
$136K – – –
APC
785
Aspire Private Capital
North Carolina
$135K +$31.1K +636 +30%
MSG
786
Main Street Group
Virginia
$113K +$16.3K +334 +17%
TIM
787
Thompson Investment Management
Wisconsin
$112K – – –
CWM
788
Cedar Wealth Management
California
$111K – – –
AA
789
Ancora Advisors
Ohio
$108K -$13.6K -278 -11%
HWA
790
Heritage Wealth Advisors
Virginia
$107K – – –
SIC
791
Salem Investment Counselors
North Carolina
$104K +$70K +1,432 +207%
BFS
792
Bare Financial Services
Pennsylvania
$102K – – –
WIA
793
Wetzel Investment Advisors
Indiana
$101K – – –
TCOV
794
Trust Company of Vermont
Vermont
$99.8K – – –
ACA
795
Aptus Capital Advisors
Alabama
$99.4K +$41.4K +848 +71%
FWP
796
FAS Wealth Partners
Kansas
$98.7K +$79.4K +1,625 +407%
JFGIW
797
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97.8K – – –
CMP
798
Coston McIsaac & Partners
Maine
$93K – – –
VAG
799
VisionPoint Advisory Group
Texas
$86.3K +$86.6K +1,771 New
BA
800
Ballast Advisors
Minnesota
$84.9K -$14.5K -296 -15%
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