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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
RYIA
776
Roehl & Yi Investment Advisors
Oregon
$309K – – –
IC
777
IEQ Capital
California
$306K +$311K +5,995 New
FWM
778
Focused Wealth Management
New York
$306K -$19.3K -372 -6%
FG
779
Fiduciary Group
Georgia
$304K -$67.5K -1,301 -18%
SWA
780
Sax Wealth Advisors
New Jersey
$303K +$3.22K +62 +1%
ESB
781
Essex Savings Bank
Connecticut
$302K -$2.85K -55 -0.9%
SWIM
782
Smallwood Wealth Investment Management
New Jersey
$301K – – –
PIA
783
Pinion Investment Advisors
Kansas
$300K -$1.97K -38 -0.6%
GA
784
GoalVest Advisory
New York
$299K -$3.01K -58 -1%
HFO
785
Heritage Family Offices
Arizona
$297K – – –
FCT
786
First Community Trust
Iowa
$296K – – –
WMWM
787
Wilkins Miller Wealth Management
Alabama
$296K +$84.3K +1,625 +39%
RFA
788
Reyes Financial Architecture
California
$293K – – –
MAM
789
MMA Asset Management
Pennsylvania
$293K -$3.32K -64 -1%
AC
790
AlphaCore Capital
California
$293K +$297K +5,731 New
SG
791
Sharper & Granite
California
$290K -$2.59K -50 -0.9%
WIM
792
WealthPlan Investment Management
Nebraska
$290K -$11.3K -217 -4%
DAS
793
Dynamic Advisor Solutions
Arizona
$289K -$26.2K -506 -8%
GCP
794
Gill Capital Partners
Colorado
$287K – – –
SWM
795
SFG Wealth Management
Maryland
$287K -$1.25K -24 -0.4%
CB
796
Chris Bulman
California
$285K -$6.38K -123 -2%
RSWM
797
Robertson Stephens Wealth Management
California
$284K -$152K -2,929 -34%
PCA
798
Prosperity Capital Advisors
Ohio
$284K -$5.96K -115 -2%
ICP
799
Interchange Capital Partners
Pennsylvania
$281K – – –
WWP
800
Wise Wealth Partners
Arizona
$280K -$778 -15 -0.3%
30 31
32
33 34