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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
876
Choate Investment Advisors
Massachusetts
$221K – – –
FWM
877
Forza Wealth Management
Florida
$218K – – –
SLC
878
Second Line Capital
Louisiana
$216K +$2.5K +50 +1%
TH
879
TCTC Holdings
Texas
$216K +$206K +4,123 New
CB
880
Chris Bulman
California
$216K -$72.8K -1,457 -26%
MCIA
881
Mountain Capital Investment Advisors
Colorado
$215K +$203K +4,069 New
CAM
882
Costello Asset Management
Pennsylvania
$215K -$20K -401 -9%
IWB
883
Innovative Wealth Building
Maryland
$214K -$274K -5,474 -57%
VC
884
Veracity Capital
Georgia
$213K – – –
WI
885
Westbourne Investments
Virginia
$213K +$204K +4,075 New
WAS
886
Winch Advisory Services
Wisconsin
$212K +$800 +16 +0.4%
HFS
887
Hopwood Financial Services
Virginia
$210K – – –
CFP
888
Cascade Financial Partners
California
$209K -$61.4K -1,228 -23%
DCM
889
Delta Capital Management
New Jersey
$209K – – –
BIG
890
Brookwood Investment Group
Arizona
$209K +$199K +3,985 New
CAM
891
Creekmur Asset Management
Illinois
$208K +$130K +2,610 +191%
NA
892
Note Advisors
New York
$207K +$197K +3,950 New
RWM
893
Rockline Wealth Management
New York
$206K +$197K +3,935 New
TAM
894
Tucker Asset Management
Colorado
$205K – – –
TWP
895
Triad Wealth Partners
Kansas
$205K -$41.1K -823 -17%
TCA
896
Trifecta Capital Advisors
Illinois
$204K -$23.1K -462 -11%
AC
897
Asio Capital
Kentucky
$204K +$195K +3,903 New
NI
898
Natural Investments
California
$201K +$193K +3,859 New
GWS
899
Glassman Wealth Services
Virginia
$201K – – –
BFWA
900
Benchmark Financial Wealth Advisors
Florida
$201K +$192K +3,833 New
34 35
36
37 38