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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
776
Principle Wealth Partners
Connecticut
$246K +$237K +4,648 New
DC
777
Davenport & Co
Virginia
$245K – – –
VR
778
Valued Retirements
Texas
$245K – – –
WAS
779
Winch Advisory Services
Wisconsin
$243K +$8.7K +171 +4%
SW
780
SMART Wealth
Nebraska
$240K -$50.1K -984 -18%
SCTC
781
Sanibel Captiva Trust Company
Florida
$240K – – –
MFT
782
Moisand Fitzgerald Tamayo
Florida
$240K -$47.4K -932 -17%
SEIA
783
Signature Estate & Investment Advisors
California
$239K +$230K +4,520 New
ESB
784
Essex Savings Bank
Connecticut
$239K -$55K -1,081 -19%
ES
785
ETF Store
Kansas
$236K +$4.89K +96 +2%
RWM
786
RKL Wealth Management
Pennsylvania
$236K +$227K +4,459 New
NPF
787
Norris Perne & French
Michigan
$235K – – –
SWM
788
SFG Wealth Management
Maryland
$233K -$18.7K -368 -8%
RWM
789
Rockwood Wealth Management
Pennsylvania
$231K +$153 +3 +0.1%
VNA
790
Valley National Advisers
Pennsylvania
$230K – – –
NCM
791
Northwest Capital Management
Oregon
$229K – – –
HCMG
792
Howard Capital Management Group
California
$226K – – –
VC
793
Veracity Capital
Georgia
$222K – – –
MAS
794
Meeder Advisory Services
Ohio
$222K +$213K +4,194 New
QFA
795
Quantum Financial Advisors
California
$221K +$212K +4,175 New
FWM
796
Forza Wealth Management
Florida
$220K – – –
VIM
797
Vista Investment Management
Pennsylvania
$220K +$662 +13 +0.3%
WCFA
798
Walkner Condon Financial Advisors
Wisconsin
$219K -$2.7K -53 -1%
GI
799
Gradient Investments
Minnesota
$218K -$1.1M -21,548 -84%
BOSSRA
800
B.O.S.S. Retirement Advisors
Utah
$217K +$209K +4,100 New
30 31
32
33 34