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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
876
Focused Wealth Management
New York
$335K -$35.5K -593 -10%
OPF
877
Old Peak Finance
North Carolina
$335K – – –
ICP
878
Interchange Capital Partners
Pennsylvania
$334K – – –
CIA
879
Capital Investment Advisors
Georgia
$332K -$18K -300 -5%
SWM
880
SFG Wealth Management
Maryland
$328K -$2.15K -36 -0.7%
SG
881
Sharper & Granite
California
$328K -$15K -250 -4%
HA
882
Hegarty Advisors
New York
$327K +$778 +13 +0.2%
VVP
883
Venture Visionary Partners
Ohio
$327K +$17.1K +286 +6%
FG
884
Fiduciary Group
Georgia
$326K -$10.8K -181 -3%
TP
885
Tranquility Partners
Tennessee
$326K +$180 +3 +0.1%
TFS
886
Thoroughbred Financial Services
Tennessee
$326K +$3.59K +60 +1%
BFF
887
Byrne Financial Freedom
Massachusetts
$326K +$15.7K +262 +5%
EFG
888
Everhart Financial Group
Ohio
$322K +$419 +7 +0.1%
SDAM
889
Shulman DeMeo Asset Management
New York
$322K -$2.45K -41 -0.8%
FFS
890
Fischer Financial Services
Pennsylvania
$320K +$315K +5,261 New
KFS
891
Kaizen Financial Strategies
California
$314K +$23.7K +396 +8%
HVIA
892
Hudson Valley Investment Advisors
New York
$314K -$18.1K -302 -6%
CIA
893
Cape Investment Advisory
Georgia
$311K -$33.2K -554 -10%
TAWM
894
Three Arch Wealth Management
California
$310K – – –
GVCM
895
Global View Capital Management
Wisconsin
$309K +$22.3K +372 +8%
MAS
896
MPWM Advisory Solutions
Georgia
$309K +$299 +5 +0.1%
HW
897
Hancock Whitney
Mississippi
$306K -$9.88K -165 -3%
AWM
898
Ariadne Wealth Management
California
$306K – – –
CFB
899
Cullen/Frost Bankers
Texas
$306K -$502K -8,387 -63%
RWM
900
Rockwood Wealth Management
Pennsylvania
$304K +$84.7K +1,416 +39%
34 35
36
37 38