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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
ZI
976
ZEGA Investments
Florida
$220K +$217K +3,871 New
GWS
977
Glassman Wealth Services
Virginia
$218K – – –
SP
978
SmartHarvest Portfolios
Washington
$218K +$215K +3,832 New
CBT
979
Crews Bank & Trust
Florida
$217K – – –
VFG
980
Victory Financial Group
Texas
$217K +$214K +3,814 New
HSA
981
HBK Sorce Advisory
Pennsylvania
$217K – – –
NL
982
NWAM LLC
Washington
$216K -$182K -3,245 -46%
WAS
983
Westco Advisory Services
New York
$216K +$213K +3,798 New
PL
984
Plancorp LLC
Missouri
$215K +$213K +3,791 New
WLIM
985
White Lighthouse Investment Management
Massachusetts
$214K +$2.98K +53 +1%
KL
986
Keenan LLC
Massachusetts
$213K +$211K +3,756 New
CB
987
Commerce Bank
Missouri
$211K +$209K +3,715 New
CF
988
Carlson Financial
Oregon
$210K +$208K +3,699 New
SPFA
989
Summit Place Financial Advisors
New Jersey
$209K +$206K +3,675 New
BWP
990
Bernardo Wealth Planning
Pennsylvania
$209K +$169 +3 +0.1%
WMWM
991
Wilkins Miller Wealth Management
Alabama
$209K -$130K -2,310 -39%
SFPG
992
Stonebridge Financial Planning Group
Florida
$207K – – –
EA
993
Emerald Advisors
Washington
$206K – – –
CWP
994
Concord Wealth Partners
Virginia
$205K – – –
AIM
995
Archer Investment Management
Texas
$204K +$202K +3,597 New
SDJVC
996
St. Denis J. Villere & Co
Louisiana
$204K +$202K +3,597 New
RWM
997
Rockwood Wealth Management
Pennsylvania
$204K -$78.9K -1,405 -28%
CGPCS
998
Capital Group Private Client Services
California
$203K +$201K +3,570 New
FSG
999
Financial Strategies Group
Michigan
$202K +$196K +3,491 New
FWP
1000
Falcon Wealth Planning
California
$202K +$200K +3,558 New
38 39
40
41 42