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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
976
Westco Advisory Services
New York
$215K – – –
WLIM
977
White Lighthouse Investment Management
Massachusetts
$214K +$348 +6 +0.2%
FA
978
Fiduciary Alliance
South Carolina
$213K -$23.3K -401 -10%
KL
979
Keenan LLC
Massachusetts
$213K – – –
CFI
980
CARLSON FINANCIAL, INC.
Oregon
$210K +$406 +7 +0.2%
SPFA
981
Summit Place Financial Advisors
New Jersey
$208K – – –
BWP
982
Bernardo Wealth Planning
Pennsylvania
$208K +$58 +1 +0%
SFPG
983
Stonebridge Financial Planning Group
Florida
$207K – – –
WMWM
984
Wilkins Miller Wealth Management
Alabama
$205K -$2.26K -39 -1%
SWASL
985
Spartan Wealth Advisory Services LLC
Michigan
$205K +$210K +3,627 New
AWA
986
AGH Wealth Advisors
Kansas
$204K +$209K +3,601 New
FSG
987
Financial Strategies Group
Michigan
$204K -$2.2K -38 -1%
SDJVC
988
St. Denis J. Villere & Co
Louisiana
$204K – – –
RWM
989
Rockwood Wealth Management
Pennsylvania
$203K – – –
CGPCS
990
Capital Group Private Client Services
California
$202K – – –
NL
991
NWAM LLC
Washington
$202K -$10.3K -177 -5%
FWP
992
Falcon Wealth Planning
California
$201K – – –
EA
993
Emerald Advisors
Washington
$201K -$4K -69 -2%
CWP
994
Concord Wealth Partners
Virginia
$201K -$3.77K -65 -2%
AAS
995
AdviceOne Advisory Services
Connecticut
$200K – – –
GW
996
Graetz Wealth
Michigan
$200K -$26.6K -459 -11%
RIL
997
Rothschild Investment LLC
Illinois
$198K – – –
BLC
998
Brown, Lisle/Cummings
Rhode Island
$195K – – –
TWM
999
Topsail Wealth Management
North Carolina
$195K +$10.2K +175 +5%
HFS
1000
Hantz Financial Services
Michigan
$193K +$75.4K +1,300 +61%
38 39
40
41 42