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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Abound Wealth Management
Tennessee
$72K +$61.5K +1,156 +459%
TIM
902
Tortoise Investment Management
New York
$68K – – –
VWM
903
Venturi Wealth Management
Texas
$67.7K – – –
CWM
904
Crowley Wealth Management
Delaware
$67.6K +$70.3K +1,322 New
HI
905
Human Investing
Oregon
$65.6K +$68.2K +1,282 New
NFSG
906
Newbridge Financial Services Group
Florida
$65.5K -$14.3K -268 -17%
BTI
907
Blue Trust Inc
Georgia
$65.4K -$31.2K -586 -31%
BAM
908
Byrne Asset Management
New Jersey
$65.3K -$17.4K -327 Closed
FM
909
Family Management
New York
$64.7K – – –
AG
910
AmeriFlex Group
Nevada
$62.3K +$63.1K +1,185 New
ADL
911
Asset Dedication LLC
California
$62K -$43.9K -825 -41%
OIA
912
Optimum Investment Advisors
Illinois
$61.4K – – –
FFC
913
First Financial Corp
Indiana
$59.2K – – –
WIM
914
Westside Investment Management
California
$56.4K – – –
ACA
915
Atlas Capital Advisors
Wyoming
$56K – – –
OLVIG
916
Oliver Lagore Vanvalin Investment Group
Michigan
$55K – – –
SAM
917
Synergy Asset Management
Washington
$54K +$54.3K +1,021 New
T
918
Transce3nd
Texas
$51.8K +$53.9K +1,013 New
AIC
919
Archer Investment Corporation
Indiana
$51.1K – – –
QCG
920
Quadrant Capital Group
Ohio
$51.1K – – –
PFM
921
Phillips Financial Management
Indiana
$49.8K -$88.9K -1,671 -63%
TSMHT
922
Thurston Springer Miller Herd & Titak
Indiana
$49.7K – – –
CA
923
Crewe Advisors
Utah
$49.6K +$29.8K +560 +137%
SC
924
Steph & Co
Wisconsin
$45.3K – – –
PMFA
925
Plante Moran Financial Advisors
Michigan
$44.6K – – –
35 36
37
38 39