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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
851
Gill Capital Partners
Colorado
$360K – – –
LIA
852
Lynx Investment Advisory
District of Columbia
$359K +$1.44K +24 +0.4%
EWA
853
Evolution Wealth Advisors
Florida
$359K – – –
GA
854
GoalVest Advisory
New York
$356K – – –
PIA
855
Pinion Investment Advisors
Kansas
$356K – – –
WAM
856
WNY Asset Management
New York
$356K -$31.2K -521 -8%
SWIM
857
Smallwood Wealth Investment Management
New Jersey
$355K – – –
BIG
858
Brookwood Investment Group
Arizona
$354K +$99.5K +1,663 +40%
FCT
859
First Community Trust
Iowa
$354K – – –
ESB
860
Essex Savings Bank
Connecticut
$353K – – –
MWM
861
Mascagni Wealth Management
Mississippi
$352K -$1.44K -24 -0.4%
MFA
862
Mayflower Financial Advisors
Massachusetts
$351K -$42.5K -710 -11%
BFG
863
Berger Financial Group
Minnesota
$351K -$31.4K -524 -8%
RFA
864
Reyes Financial Architecture
California
$349K -$239 -4 -0.1%
MWM
865
Maripau Wealth Management
Indiana
$348K +$343K +5,728 New
DB
866
Dravo Bay
Delaware
$343K -$93.4K -1,561 -22%
MAM
867
MMA Asset Management
Pennsylvania
$343K -$6.64K -111 -2%
LW
868
Linscomb Wealth
Texas
$337K +$332K +5,548 New
AP
869
Americana Partners
Texas
$336K -$57.5K -961 -15%
FWM
870
Focused Wealth Management
New York
$335K -$35.5K -593 -10%
OPF
871
Old Peak Finance
North Carolina
$335K – – –
ICP
872
Interchange Capital Partners
Pennsylvania
$334K – – –
CIA
873
Capital Investment Advisors
Georgia
$332K -$18K -300 -5%
SWM
874
SFG Wealth Management
Maryland
$328K -$2.15K -36 -0.7%
SG
875
Sharper & Granite
California
$328K -$15K -250 -4%
33 34
35
36 37