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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
876
Hegarty Advisors
New York
$327K +$778 +13 +0.2%
VVP
877
Venture Visionary Partners
Ohio
$327K +$17.1K +286 +6%
FG
878
Fiduciary Group
Georgia
$326K -$10.8K -181 -3%
TP
879
Tranquility Partners
Tennessee
$326K +$180 +3 +0.1%
TFS
880
Thoroughbred Financial Services
Tennessee
$326K +$3.59K +60 +1%
BFF
881
Byrne Financial Freedom
Massachusetts
$326K +$15.7K +262 +5%
EFG
882
Everhart Financial Group
Ohio
$322K +$419 +7 +0.1%
SDAM
883
Shulman DeMeo Asset Management
New York
$322K -$2.45K -41 -0.8%
FFS
884
Fischer Financial Services
Pennsylvania
$320K +$315K +5,261 New
KFS
885
Kaizen Financial Strategies
California
$314K +$23.7K +396 +8%
HVIA
886
Hudson Valley Investment Advisors
New York
$314K -$18.1K -302 -6%
CIA
887
Cape Investment Advisory
Georgia
$311K -$33.2K -554 -10%
TAWM
888
Three Arch Wealth Management
California
$310K – – –
GVCM
889
Global View Capital Management
Wisconsin
$309K +$22.3K +372 +8%
MAS
890
MPWM Advisory Solutions
Georgia
$309K +$299 +5 +0.1%
HW
891
Hancock Whitney
Mississippi
$306K -$9.88K -165 -3%
AWM
892
Ariadne Wealth Management
California
$306K – – –
CFB
893
Cullen/Frost Bankers
Texas
$306K -$502K -8,387 -63%
RWM
894
Rockwood Wealth Management
Pennsylvania
$304K +$84.7K +1,416 +39%
EFG
895
Erickson Financial Group
Pennsylvania
$303K -$12.2K -204 -4%
OCPWS
896
One Charles Private Wealth Services
Massachusetts
$303K +$298K +4,978 New
CA
897
Capital Advantage
California
$302K +$297K +4,968 New
PEWA
898
Pacific Excel Wealth Advisors
California
$302K -$1.21M -20,175 -80%
HFO
899
Heritage Family Offices
Arizona
$302K +$297K +4,967 New
SW
900
SMART Wealth
Nebraska
$301K +$598 +10 +0.2%
34 35
36
37 38