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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
WMWM
801
Wilkins Miller Wealth Management
Alabama
$304K +$999 +20 +0.3%
HW
802
Hancock Whitney
Mississippi
$303K +$290K +5,796 New
LWL
803
Leo Wealth LLC
Texas
$303K +$46.3K +927 +19%
RFA
804
Reyes Financial Architecture
California
$301K – – –
MAM
805
MMA Asset Management
Pennsylvania
$300K -$50 -1 -0%
WIM
806
WealthPlan Investment Management
Nebraska
$299K +$1.65K +33 +0.6%
IAIM
807
International Assets Investment Management
Florida
$298K +$285K +5,702 New
SIA
808
Soltis Investment Advisors
Utah
$297K -$72.8K -1,457 -20%
AG
809
AmeriFlex Group
Nevada
$297K +$131K +2,617 +84%
TP
810
Tranquility Partners
Tennessee
$297K +$25.3K +506 +10%
FNBT
811
FineMark National Bank & Trust
Florida
$297K -$109K -2,187 -28%
DAS
812
Dynamic Advisor Solutions
Arizona
$296K +$300 +6 +0.1%
PGFC
813
Peapack-Gladstone Financial Corp
New Jersey
$295K +$282K +5,644 New
HFO
814
Heritage Family Offices
Arizona
$295K – – –
AWM
815
Apollon Wealth Management
South Carolina
$289K +$7.25K +145 +3%
CS
816
Capital Square
Tennessee
$289K +$14.1K +283 +5%
ICP
817
Interchange Capital Partners
Pennsylvania
$288K – – –
AWM
818
Accel Wealth Management
Iowa
$287K +$750 +15 +0.3%
SW
819
SMART Wealth
Nebraska
$286K +$33.5K +671 +14%
SWM
820
SFG Wealth Management
Maryland
$285K -$8.45K -169 -3%
CFA
821
Capstone Financial Advisors
Illinois
$282K +$269K +5,387 New
JFGIW
822
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$281K +$121K +2,426 +83%
ICMP
823
Integrated Capital Management (Pennsylvania)
Pennsylvania
$279K +$8.89K +178 +3%
BPA
824
Beacon Pointe Advisors
California
$279K -$1.9K -38 -0.7%
SWGC
825
Summit Wealth Group (Colorado)
Colorado
$277K +$264K +5,285 New
31 32
33
34 35