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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
826
Silverlake Wealth Management
Vermont
$370K +$76.3K +1,359 +26%
AFG
827
Atomi Financial Group
New York
$369K +$1.18K +21 +0.3%
AP
828
Americana Partners
Texas
$368K +$110K +1,960 +43%
BI
829
Ballast Inc
Kentucky
$367K -$13.5K -240 -4%
CA
830
Clearstead Advisors
Ohio
$361K – – –
VF
831
Vawter Financial
Ohio
$361K -$7.19K -128 -2%
CFP
832
Curran Financial Partners
South Carolina
$359K – – –
MCCP
833
Mission Creek Capital Partners
California
$356K – – –
SFS
834
Stiles Financial Services
Minnesota
$356K -$22.9K -408 -6%
LC
835
LCNB Corp
Ohio
$355K – – –
RWPA
836
Richard W. Paul & Associates
Michigan
$354K -$11.7K -208 -3%
SIC
837
Sterling Investment Counsel
New York
$353K – – –
HCM
838
Hengehold Capital Management
Ohio
$352K – – –
BI
839
Berkeley Inc
Idaho
$347K – – –
IAIM
840
International Assets Investment Management
Florida
$346K +$22.1K +393 +7%
SEIA
841
Signature Estate & Investment Advisors
California
$344K +$43.9K +781 +15%
FWM
842
Focused Wealth Management
New York
$344K +$1.63K +29 +0.5%
RYIA
843
Roehl & Yi Investment Advisors
Oregon
$344K – – –
AWM
844
Accurate Wealth Management
Florida
$344K -$13.9K -247 -4%
TP
845
Thayer Partners
Pennsylvania
$344K +$340K +6,054 New
IC
846
IEQ Capital
California
$341K -$1.52K -27 -0.4%
MWM
847
Mascagni Wealth Management
Mississippi
$340K +$1.12K +20 +0.3%
SG
848
Sharper & Granite
California
$337K -$1.63K -29 -0.5%
GCP
849
Gill Capital Partners
Colorado
$336K – – –
EWA
850
Evolution Wealth Advisors
Florida
$335K – – –
32 33
34
35 36