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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
876
Range Advisory
Virginia
$313K +$9.86K +170 +3%
OPF
877
Old Peak Finance
North Carolina
$312K – – –
PA
878
Procyon Advisors
Connecticut
$310K +$318K +5,483 New
HVIA
879
Hudson Valley Investment Advisors
New York
$309K -$17.8K -307 -5%
SWM
880
SFG Wealth Management
Maryland
$308K -$16.2K -279 -5%
HW
881
Hancock Whitney
Mississippi
$305K -$34.9K -601 -10%
HA
882
Hegarty Advisors
New York
$304K +$638 +11 +0.2%
TP
883
Tranquility Partners
Tennessee
$303K -$3.37K -58 -1%
AAS
884
Annex Advisory Services
Wisconsin
$303K -$2.15K -37 -0.7%
SDAM
885
Shulman DeMeo Asset Management
New York
$302K +$309K +5,333 New
KA
886
KLCM Advisors
Wisconsin
$301K +$309K +5,327 New
SB
887
Strategic Blueprint
Georgia
$301K -$149K -2,572 -33%
TFS
888
Thoroughbred Financial Services
Tennessee
$300K +$9.98K +172 +3%
EFG
889
Everhart Financial Group
Ohio
$299K +$406 +7 +0.1%
QCM
890
QRG Capital Management
Illinois
$295K +$303K +5,220 New
EFG
891
Erickson Financial Group
Pennsylvania
$293K – – –
KFP
892
KMG Fiduciary Partners
Ohio
$292K +$300K +5,164 New
BFF
893
Byrne Financial Freedom
Massachusetts
$289K – – –
TAWM
894
Three Arch Wealth Management
California
$288K – – –
JWA
895
JFS Wealth Advisors
Pennsylvania
$288K -$10.2K -175 -3%
VVP
896
Venture Visionary Partners
Ohio
$288K -$120K -2,067 -29%
MAS
897
MPWM Advisory Solutions
Georgia
$287K +$3.71K +64 +1%
GSIAS
898
Garden State Investment Advisory Services
New Jersey
$286K -$5.8K -100 -2%
LBC
899
Lane Brothers & Co
Arizona
$285K -$5.22K -90 -2%
AWM
900
Ariadne Wealth Management
California
$285K – – –
34 35
36
37 38