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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCG
851
Transcendent Capital Group
Oklahoma
$79.1K – – –
NL
852
NVWM LLC
Pennsylvania
$77.2K – – –
CPG
853
Cornerstone Planning Group
New Jersey
$73.8K -$729K -14,326 -91%
RFA
854
Register Financial Advisors
Georgia
$73.2K – – –
TIM
855
Tortoise Investment Management
New York
$70.3K – – –
VWM
856
Venturi Wealth Management
Texas
$70K +$10.3K +202 +18%
FM
857
Family Management
New York
$66.9K – – –
OIA
858
Optimum Investment Advisors
Illinois
$63.4K – – –
FFC
859
First Financial Corp
Indiana
$61.2K -$15.8K -311 -21%
M
860
MOTCO
Texas
$58.6K – – –
WIM
861
Westside Investment Management
California
$58.3K -$7.84K -154 -12%
ACA
862
Atlas Capital Advisors
Wyoming
$57.9K – – –
OLVIG
863
Oliver Lagore Vanvalin Investment Group
Michigan
$56.9K – – –
QCG
864
Quadrant Capital Group
Ohio
$52.9K – – –
AIC
865
Archer Investment Corporation
Indiana
$52.9K +$50.9K +1,000 New
VAMG
866
Voisard Asset Management Group
Michigan
$52.6K +$8.4K +165 +20%
TSMHT
867
Thurston Springer Miller Herd & Titak
Indiana
$51.4K +$49.5K +972 New
AFWM
868
Abich Financial Wealth Management
Virginia
$47.5K +$9.52K +187 +26%
SC
869
Steph & Co
Wisconsin
$46.8K +$45K +885 New
PMFA
870
Plante Moran Financial Advisors
Michigan
$46.1K +$13.6K +267 +44%
APC
871
Aspire Private Capital
North Carolina
$41.3K -$101K -1,992 -72%
FIM
872
FWL Investment Management
Texas
$38.9K -$25.7K -505 -41%
SIC
873
Salem Investment Counselors
North Carolina
$38.4K -$71.1K -1,398 -66%
LIS
874
Legacy Investment Solutions
Idaho
$37.2K +$35K +688 New
LWMI
875
Legacy Wealth Management (Idaho)
Idaho
$37.2K +$35K +688 New
33 34
35
36 37