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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1001
Bernardo Wealth Planning
Pennsylvania
$223K +$120 +2 +0.1%
SPFA
1002
Summit Place Financial Advisors
New Jersey
$223K – – –
SFPG
1003
Stonebridge Financial Planning Group
Florida
$222K – – –
WMWM
1004
Wilkins Miller Wealth Management
Alabama
$221K +$718 +12 +0.3%
WCP
1005
Wealthcare Capital Partners
Pennsylvania
$219K +$216K +3,610 New
SDJVC
1006
St. Denis J. Villere & Co
Louisiana
$219K – – –
IP
1007
Indivisible Partners
Florida
$219K +$215K +3,596 New
TWC
1008
TD Waterhouse Canada
Ontario, Canada
$217K +$40.5K +677 +24%
FWP
1009
Falcon Wealth Planning
California
$216K – – –
EA
1010
Emerald Advisors
Washington
$216K – – –
AAS
1011
AdviceOne Advisory Services
Connecticut
$215K – – –
OWCM
1012
One Wealth Capital Management
Arizona
$215K +$212K +3,541 New
RRMM
1013
Regatta Research & Money Management
Louisiana
$215K +$211K +3,532 New
AWA
1014
AGH Wealth Advisors
Kansas
$213K -$5.57K -93 -3%
RIL
1015
Rothschild Investment LLC
Illinois
$213K – – –
ACG
1016
Allen Capital Group
Nebraska
$213K +$209K +3,500 New
SFP
1017
SwitchPoint Financial Planning
Utah
$213K +$209K +3,500 New
MWP
1018
Madison Wealth Partners
Wisconsin
$212K +$209K +3,493 New
SG
1019
StoneX Group
New York
$211K +$207K +3,466 New
HWP
1020
Hibernia Wealth Partners
Louisiana
$211K -$34.7K -580 -14%
IWA
1021
Invera Wealth Advisors
Oregon
$210K +$207K +3,458 New
SWASL
1022
Spartan Wealth Advisory Services LLC
Michigan
$210K -$10.6K -177 -5%
TWM
1023
Topsail Wealth Management
North Carolina
$210K – – –
HSG
1024
Helen Stephens Group
Texas
$210K +$206K +3,449 New
FSG
1025
Financial Strategies Group
Michigan
$210K -$3.53K -59 -2%
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