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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
776
Sharper & Granite
California
$334K +$31.1K +623 +11%
PPC
777
Pennington Partners & Co
Maryland
$334K +$318K +6,372 New
BP
778
Ballentine Partners
Massachusetts
$333K +$250 +5 +0.1%
CA
779
Clearstead Advisors
Ohio
$333K -$3.9K -78 -1%
TFS
780
Thoroughbred Financial Services
Tennessee
$332K -$137K -2,744 -30%
CFP
781
Curran Financial Partners
South Carolina
$332K +$317K +6,334 New
TCMP
782
Thrive Capital Management (Pennsylvania)
Pennsylvania
$330K +$315K +6,312 New
MCCP
783
Mission Creek Capital Partners
California
$328K -$14.7K -294 -4%
LC
784
LCNB Corp
Ohio
$327K – – –
HCM
785
Hengehold Capital Management
Ohio
$324K -$3.15K -63 -1%
AC
786
AlphaCore Capital
California
$322K +$20.7K +415 +7%
BI
787
Berkeley Inc
Idaho
$319K – – –
RYIA
788
Roehl & Yi Investment Advisors
Oregon
$317K – – –
SCTC
789
Sanibel Captiva Trust Company
Florida
$316K -$14.7K -295 -5%
FWM
790
Focused Wealth Management
New York
$314K +$1.05K +21 +0.4%
IC
791
IEQ Capital
California
$314K – – –
GCP
792
Gill Capital Partners
Colorado
$310K +$14.8K +296 +5%
EWA
793
Evolution Wealth Advisors
Florida
$309K +$295K +5,900 New
SWA
794
Sax Wealth Advisors
New Jersey
$308K -$2.45K -49 -0.8%
T
795
Tidemark
California
$308K +$30.2K +605 +11%
PIA
796
Pinion Investment Advisors
Kansas
$307K -$999 -20 -0.3%
GA
797
GoalVest Advisory
New York
$307K – – –
ESB
798
Essex Savings Bank
Connecticut
$306K -$3.3K -66 -1%
SWIM
799
Smallwood Wealth Investment Management
New Jersey
$306K -$2.65K -53 -0.9%
FCT
800
First Community Trust
Iowa
$305K +$800 +16 +0.3%
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32
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