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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
801
Kaizen Financial Strategies
California
$259K +$1.12K +21 +0.4%
KCM
802
KM Capital Management
Texas
$259K +$10.2K +192 +4%
DSA
803
Droms Strauss Advisors
Missouri
$257K – – –
IWA
804
Invera Wealth Advisors
Oregon
$256K -$5.64K -106 -2%
LC
805
LCNB Corp
Ohio
$256K – – –
ICMP
806
Integrated Capital Management (Pennsylvania)
Pennsylvania
$255K +$2.87K +54 +1%
CWM
807
Chicago Wealth Management
Illinois
$253K – – –
BC
808
Brio Consultants
California
$251K -$15.2K -286 -6%
P
809
&Partners
Tennessee
$250K +$260K +4,878 New
APWA
810
Atlas Private Wealth Advisors
New Jersey
$249K -$9.21K -173 -3%
SFB
811
STAR Financial Bank
Indiana
$247K – – –
SEIA
812
Signature Estate & Investment Advisors
California
$246K +$15.1K +284 +6%
BAS
813
Breakthru Advisory Services
Wisconsin
$245K +$255K +4,784 New
CS
814
Capital Square
Tennessee
$245K +$248K +4,654 New
SFS
815
Stiles Financial Services
Minnesota
$244K -$9.52K -179 -4%
FFW
816
Fusion Family Wealth
New York
$241K – – –
CI
817
Ceera Investments
Texas
$238K +$247K +4,650 New
PWP
818
Principle Wealth Partners
Connecticut
$238K – – –
VR
819
Valued Retirements
Texas
$237K – – –
WAS
820
Winch Advisory Services
Wisconsin
$236K +$1.6K +30 +0.7%
GA
821
Goldstein Advisors
Wisconsin
$234K -$6.44K -121 -3%
SCTC
822
Sanibel Captiva Trust Company
Florida
$232K – – –
SP
823
Stonebrook Private
Michigan
$232K -$4.25M -79,786 -95%
SW
824
SMART Wealth
Nebraska
$232K -$692 -13 -0.3%
CAM
825
Costello Asset Management
Pennsylvania
$230K -$84.5K -1,589 -26%
31 32
33
34 35