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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
826
Mayflower Financial Advisors
Massachusetts
$367K +$99.1K +1,708 +36%
WI
827
Westbourne Investments
Virginia
$366K +$139K +2,400 +59%
RI
828
Ruggiero Investments
Florida
$366K -$46.3K -799 -11%
TPWM
829
Twelve Points Wealth Management
Massachusetts
$362K -$232 -4 -0.1%
WAM
830
WNY Asset Management
New York
$360K +$370K +6,370 New
CA
831
Clearstead Advisors
Ohio
$360K – – –
VF
832
Vawter Financial
Ohio
$360K – – –
SFS
833
Stiles Financial Services
Minnesota
$359K +$4.76K +82 +1%
BI
834
Ballast Inc
Kentucky
$358K -$7.83K -135 -2%
CFP
835
Curran Financial Partners
South Carolina
$358K – – –
BFG
836
Berger Financial Group
Minnesota
$356K +$54.4K +937 +17%
IC
837
IEQ Capital
California
$356K +$17.1K +295 +5%
MCCP
838
Mission Creek Capital Partners
California
$355K – – –
LC
839
LCNB Corp
Ohio
$354K – – –
RWPA
840
Richard W. Paul & Associates
Michigan
$352K – – –
TPWA
841
Twin Peaks Wealth Advisors
California
$352K -$123K -2,116 -25%
HCM
842
Hengehold Capital Management
Ohio
$351K +$1.16K +20 +0.3%
GAM
843
Grandview Asset Management
Pennsylvania
$350K -$48.7K -839 -12%
CFP
844
Cascade Financial Partners
California
$350K +$358K +6,180 New
VCM
845
Virtue Capital Management
Tennessee
$349K +$364K +6,273 New
FWM
846
Focused Wealth Management
New York
$346K +$2.61K +45 +0.7%
BI
847
Berkeley Inc
Idaho
$345K – – –
TP
848
Thayer Partners
Pennsylvania
$344K +$1.28K +22 +0.4%
RYIA
849
Roehl & Yi Investment Advisors
Oregon
$343K – – –
SLC
850
Second Line Capital
Louisiana
$342K +$60.2K +1,038 +22%
32 33
34
35 36