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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
976
Fortitude Financial
Washington
$236K -$111K -1,851 -32%
B
977
Bayban
Minnesota
$235K -$2.93K -49 -1%
FMWA
978
Forvis Mazars Wealth Advisors
Missouri
$233K +$230K +3,838 New
GWS
979
Glassman Wealth Services
Virginia
$233K – – –
CBT
980
Crews Bank & Trust
Florida
$232K – – –
KL
981
Keenan LLC
Massachusetts
$232K +$3.47K +58 +2%
IWB
982
Innovative Wealth Building
Maryland
$229K +$225K +3,767 New
WAS
983
Westco Advisory Services
New York
$229K -$1.98K -33 -0.9%
SI
984
Stirlingshire Investments
New York
$228K -$15.1K -252 -6%
CMAI
985
Capital Management Associates Inc
Minnesota
$227K +$224K +3,739 New
TL
986
Tradewinds LLC
North Carolina
$227K +$45K +752 New
CFI
987
CARLSON FINANCIAL, INC.
Oregon
$226K +$479 +8 +0.2%
FAP
988
Financial Advisory Partners
Florida
$225K +$222K +3,707 New
TA
989
Tactive Advisors
Florida
$225K -$53.9K -900 -20%
EWA
990
EverSource Wealth Advisors
Alabama
$224K -$544K -9,082 -71%
BWP
991
Bernardo Wealth Planning
Pennsylvania
$223K +$120 +2 +0.1%
SPFA
992
Summit Place Financial Advisors
New Jersey
$223K – – –
SFPG
993
Stonebridge Financial Planning Group
Florida
$222K – – –
WMWM
994
Wilkins Miller Wealth Management
Alabama
$221K +$718 +12 +0.3%
WCP
995
Wealthcare Capital Partners
Pennsylvania
$219K +$216K +3,610 New
SDJVC
996
St. Denis J. Villere & Co
Louisiana
$219K – – –
IP
997
Indivisible Partners
Florida
$219K +$215K +3,596 New
TWC
998
TD Waterhouse Canada
Ontario, Canada
$217K +$40.5K +677 +24%
FWP
999
Falcon Wealth Planning
California
$216K – – –
EA
1000
Emerald Advisors
Washington
$216K – – –
38 39
40
41 42