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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1001
AdviceOne Advisory Services
Connecticut
$215K – – –
OWCM
1002
One Wealth Capital Management
Arizona
$215K +$212K +3,541 New
RRMM
1003
Regatta Research & Money Management
Louisiana
$215K +$211K +3,532 New
AWA
1004
AGH Wealth Advisors
Kansas
$213K -$5.57K -93 -3%
RIL
1005
Rothschild Investment LLC
Illinois
$213K – – –
ACG
1006
Allen Capital Group
Nebraska
$213K +$209K +3,500 New
SFP
1007
SwitchPoint Financial Planning
Utah
$213K +$209K +3,500 New
MWP
1008
Madison Wealth Partners
Wisconsin
$212K +$209K +3,493 New
SG
1009
StoneX Group
New York
$211K +$207K +3,466 New
HWP
1010
Hibernia Wealth Partners
Louisiana
$211K -$34.7K -580 -14%
IWA
1011
Invera Wealth Advisors
Oregon
$210K +$207K +3,458 New
SWASL
1012
Spartan Wealth Advisory Services LLC
Michigan
$210K -$10.6K -177 -5%
TWM
1013
Topsail Wealth Management
North Carolina
$210K – – –
HSG
1014
Helen Stephens Group
Texas
$210K +$206K +3,449 New
FSG
1015
Financial Strategies Group
Michigan
$210K -$3.53K -59 -2%
HWM
1016
Horizon Wealth Management
Illinois
$207K +$204K +3,401 New
CHAM
1017
Clear Harbor Asset Management
Connecticut
$207K +$203K +3,397 New
CCC
1018
Compass Capital Corp
Massachusetts
$206K +$194K +3,249 New
LI
1019
LRI Investments
Florida
$206K – – –
KAS
1020
KPP Advisory Services
Kentucky
$205K -$81.2K -1,356 -29%
CCA
1021
Coign Capital Advisors
Utah
$205K +$202K +3,371 New
P
1022
Palladiem
Pennsylvania
$204K -$4.04M -67,444 -95%
VWM
1023
Venturi Wealth Management
Texas
$204K +$201K +3,357 New
HFS
1024
Hopwood Financial Services
Virginia
$204K +$201K +3,351 New
VFA
1025
Valeo Financial Advisors
Indiana
$203K +$200K +3,341 New
39 40
41
42 43