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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAG
851
ARS Wealth Advisors Group
Florida
$218K +$222K +4,276 New
HCMG
852
Howard Capital Management Group
California
$218K – – –
MIM
853
Marshall Investment Management
Colorado
$218K -$7.92M -152,727 -97%
DCM
854
Donaldson Capital Management
Indiana
$217K -$3.79K -73 -2%
CIA
855
Choate Investment Advisors
Massachusetts
$215K – – –
FWM
856
Forza Wealth Management
Florida
$213K – – –
ZI
857
ZEGA Investments
Florida
$209K -$2.44K -47 -1%
SBIA
858
Sheaff Brock Investment Advisors
Indiana
$209K +$212K +4,094 New
SLC
859
Second Line Capital
Louisiana
$208K +$212K +4,079 New
VC
860
Veracity Capital
Georgia
$208K -$6.64K -128 -3%
AP
861
Atwood & Palmer
Missouri
$208K – – –
VIM
862
Vista Investment Management
Pennsylvania
$206K -$3.06K -59 -1%
WAS
863
Winch Advisory Services
Wisconsin
$206K -$30.9K -596 -13%
HFS
864
Hopwood Financial Services
Virginia
$205K – – –
DCM
865
Delta Capital Management
New Jersey
$204K – – –
TAM
866
Tucker Asset Management
Colorado
$200K – – –
GWS
867
Glassman Wealth Services
Virginia
$196K – – –
CBT
868
Crews Bank & Trust
Florida
$195K – – –
MFT
869
Moisand Fitzgerald Tamayo
Florida
$189K -$2.9K -56 -1%
RIL
870
Rothschild Investment LLC
Illinois
$181K – – –
BLC
871
Brown, Lisle/Cummings
Rhode Island
$176K – – –
LI
872
LRI Investments
Florida
$173K +$175K +3,383 New
TWM
873
Topsail Wealth Management
North Carolina
$167K +$15.6K +300 +10%
HR
874
Howe & Rusling
New York
$166K -$60.6K -1,168 -26%
EWM
875
Evermay Wealth Management
Virginia
$165K – – –
33 34
35
36 37