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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
826
PrairieView Partners
Minnesota
$168K +$1.27K +25 +0.8%
POIA
827
Pin Oak Investment Advisors
Texas
$159K – – –
ITIM
828
Indiana Trust & Investment Management
Indiana
$152K – – –
NB
829
NBT Bank
New York
$152K +$91.8K +1,803 +169%
CWM
830
Cedar Wealth Management
California
$150K +$28.2K +555 +24%
UCI
831
Uncommon Cents Investing
Wisconsin
$148K +$143K +2,806 New
JWA
832
JFS Wealth Advisors
Pennsylvania
$148K +$356 +7 +0.3%
CT
833
Colonial Trust
South Carolina
$148K – – –
PFM
834
Phillips Financial Management
Indiana
$140K -$30.8K -606 -19%
EWA
835
EverSource Wealth Advisors
Alabama
$139K -$433K -8,509 -76%
NIC
836
Northwest Investment Counselors
Oregon
$137K +$132K +2,587 New
JFGIW
837
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$133K +$26.4K +519 +26%
CIR
838
Clear Investment Research
Georgia
$124K +$119K +2,340 New
TIM
839
Thompson Investment Management
Wisconsin
$122K – – –
HWA
840
Heritage Wealth Advisors
Virginia
$116K – – –
TCOV
841
Trust Company of Vermont
Vermont
$108K – – –
ADL
842
Asset Dedication LLC
California
$108K +$43K +844 +71%
UFAC
843
Urban Financial Advisory Corp
Illinois
$106K +$102K +2,012 New
MSG
844
Main Street Group
Virginia
$106K -$16K -314 -14%
BFS
845
Bare Financial Services
Pennsylvania
$106K – – –
CMP
846
Coston McIsaac & Partners
Maine
$101K – – –
BTI
847
Blue Trust Inc
Georgia
$90.9K +$26.4K +518 +38%
BA
848
Ballast Advisors
Minnesota
$90.8K -$1.22K -24 -1%
FFWM
849
Future Financial Wealth Management
Ohio
$86K +$82.8K +1,627 New
NFSG
850
Newbridge Financial Services Group
Florida
$81.9K -$5.09K -100 -6%
32 33
34
35 36