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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
826
Legacy Financial Advisors
Kentucky
$281K +$273K +5,076 New
FG
827
Fiduciary Group
Georgia
$281K +$9.96K +185 +4%
DSA
828
Droms Strauss Advisors
Missouri
$278K – – –
RTC
829
Real Talk Capital
Tennessee
$278K +$270K +5,020 New
RWM
830
Rockwood Wealth Management
Pennsylvania
$276K – – –
SWM
831
SFG Wealth Management
Maryland
$274K -$26.9K -499 -9%
CWM
832
Chicago Wealth Management
Illinois
$274K – – –
CA
833
Cambridge Advisors
Nebraska
$274K -$9.96K -185 -4%
FMN
834
Financial Management Network
California
$274K +$264K +4,901 New
IG
835
IFS Group
Pennsylvania
$273K +$265K +4,913 New
LWL
836
Leo Wealth LLC
Texas
$271K -$47.4K -881 -15%
NPF
837
Norris Perne & French
Michigan
$269K – – –
FCBT
838
First Citizens Bank & Trust
North Carolina
$268K – – –
HC
839
Hurley Capital
New York
$267K -$612K -11,360 -70%
MWM
840
Marion Wealth Management
Pennsylvania
$266K +$1.19K +22 +0.5%
OC
841
Oppenheimer & Co
New York
$266K -$99.6K -1,850 -28%
NFG
842
Nations Financial Group
Iowa
$266K +$18.8K +350 +8%
AFO
843
Arrowroot Family Office
California
$264K -$8.35K -155 -3%
IAS
844
Insigneo Advisory Services
Florida
$262K – – –
GVCM
845
Global View Capital Management
Wisconsin
$262K +$255K +4,728 New
FFW
846
Fusion Family Wealth
New York
$260K – – –
BDF
847
Black Diamond Financial
Maryland
$260K +$253K +4,695 New
EWP
848
Equity Wealth Partners
Missouri
$259K +$252K +4,674 New
EPM
849
Elm Partners Management
Pennsylvania
$259K +$252K +4,674 New
TA
850
Tactive Advisors
Florida
$255K -$21.5K -400 -8%
32 33
34
35 36