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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
SLC
851
Second Line Capital
Louisiana
$369K +$21.2K +354 +6%
GAM
852
Grandview Asset Management
Pennsylvania
$369K -$6.76K -113 -2%
RYIA
853
Roehl & Yi Investment Advisors
Oregon
$368K – – –
VCM
854
Virtue Capital Management
Tennessee
$364K -$17.2K -287 -5%
PS
855
Principal Securities
Iowa
$363K -$3.47K -58 -1%
BI
856
Ballast Inc
Kentucky
$363K -$21.6K -361 -6%
GCP
857
Gill Capital Partners
Colorado
$360K – – –
LIA
858
Lynx Investment Advisory
District of Columbia
$359K +$1.44K +24 +0.4%
EWA
859
Evolution Wealth Advisors
Florida
$359K – – –
GA
860
GoalVest Advisory
New York
$356K – – –
PIA
861
Pinion Investment Advisors
Kansas
$356K – – –
WAM
862
WNY Asset Management
New York
$356K -$31.2K -521 -8%
SWIM
863
Smallwood Wealth Investment Management
New Jersey
$355K – – –
BIG
864
Brookwood Investment Group
Arizona
$354K +$99.5K +1,663 +40%
FCT
865
First Community Trust
Iowa
$354K – – –
ESB
866
Essex Savings Bank
Connecticut
$353K – – –
MWM
867
Mascagni Wealth Management
Mississippi
$352K -$1.44K -24 -0.4%
MFA
868
Mayflower Financial Advisors
Massachusetts
$351K -$42.5K -710 -11%
BFG
869
Berger Financial Group
Minnesota
$351K -$31.4K -524 -8%
RFA
870
Reyes Financial Architecture
California
$349K -$239 -4 -0.1%
MWM
871
Maripau Wealth Management
Indiana
$348K +$343K +5,728 New
DB
872
Dravo Bay
Delaware
$343K -$93.4K -1,561 -22%
MAM
873
MMA Asset Management
Pennsylvania
$343K -$6.64K -111 -2%
LW
874
Linscomb Wealth
Texas
$337K +$332K +5,548 New
AP
875
Americana Partners
Texas
$336K -$57.5K -961 -15%
33 34
35
36 37