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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMG
951
Howard Capital Management Group
California
$243K – – –
SI
952
Stirlingshire Investments
New York
$241K +$238K +4,234 New
DCM
953
Donaldson Capital Management
Indiana
$237K -$787 -14 -0.3%
FWM
954
Forza Wealth Management
Florida
$237K – – –
PFA
955
Providence Financial Advisors
Kansas
$234K +$56 +1 +0%
TH
956
TCTC Holdings
Texas
$234K – – –
MHWM
957
Montz Harcus Wealth Management
Louisiana
$233K +$26K +463 +13%
MSF
958
Mustard Seed Financial
Arkansas
$232K -$159K -2,823 -41%
VC
959
Veracity Capital
Georgia
$232K +$618 +11 +0.3%
BCA
960
Bay Colony Advisors
Massachusetts
$232K – – –
WI
961
Westbourne Investments
Virginia
$232K – – –
EIA
962
Eldridge Investment Advisors
New Hampshire
$230K +$8.03K +143 +4%
FA
963
Fiduciary Alliance
South Carolina
$230K -$25.2K -448 -10%
HFS
964
Hopwood Financial Services
Virginia
$228K – – –
DCM
965
Delta Capital Management
New Jersey
$227K – – –
GW
966
Graetz Wealth
Michigan
$227K +$224K +3,994 New
ARC
967
Advisor Resource Council
Texas
$224K +$215K +3,824 New
TAM
968
Tucker Asset Management
Colorado
$223K – – –
TCA
969
Trifecta Capital Advisors
Illinois
$222K – – –
AC
970
Asio Capital
Kentucky
$222K – – –
WAS
971
Winch Advisory Services
Wisconsin
$221K +$1.12K +20 +0.5%
RSWM
972
Robertson Stephens Wealth Management
California
$220K +$218K +3,873 New
BFWA
973
Benchmark Financial Wealth Advisors
Florida
$220K +$1.24K +22 +0.6%
ZI
974
ZEGA Investments
Florida
$220K +$217K +3,871 New
GWS
975
Glassman Wealth Services
Virginia
$218K – – –
37 38
39
40 41