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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
1001
American National Bank & Trust
Texas
$13.6K – – –
CTWM
1002
Cherry Tree Wealth Management
Minnesota
$13.6K – – –
BCM
1003
Boreal Capital Management
Florida
$13.1K +$12.5K +250 New
NCM
1004
Northwest Capital Management
Oregon
$12.2K -$207K -4,149 -95%
RDFA
1005
Ritter Daniher Financial Advisory
Ohio
$12.1K +$9.85K +197 +579%
Q1WB
1006
Quest 10 Wealth Builders
Virginia
$10.8K – – –
WA
1007
WPG Advisers
Maryland
$10.8K +$50 +1 +0.5%
HFS
1008
Hughes Financial Services
Virginia
$10.4K – – –
AW
1009
Avion Wealth
Texas
$10K +$100 +2 +1%
AWM
1010
Abound Wealth Management
Tennessee
$9.89K -$60.9K -1,219 -87%
QWM
1011
Quaker Wealth Management
New Jersey
$9.58K +$9.14K +183 New
CTC
1012
Central Trust Company
Missouri
$9.47K -$70.1K -1,402 -89%
BDPWM
1013
Barnes Dennig Private Wealth Management
Ohio
$9.47K – – –
PSFG
1014
Park Square Financial Group
Georgia
$9.47K – – –
VWA
1015
Valued Wealth Advisors
Utah
$9.11K – – –
UCB
1016
United Community Bank
South Carolina
$8.79K +$8.4K +168 New
BIG
1017
Brooklyn Investment Group
New York
$8.58K -$4.15K -83 -34%
MS
1018
Marshall & Sullivan
Washington
$8.22K +$7.85K +157 New
CW
1019
Curio Wealth
Maryland
$8.01K +$7.6K +152 +15,200%
HWP
1020
Highline Wealth Partners
California
$7.17K +$6.85K +137 New
RWA
1021
Redmont Wealth Advisors
Illinois
$7.07K – – –
HBW
1022
Hazlett, Burt & Watson
West Virginia
$7K +$6.25K +125 New
FHA
1023
First Horizon Advisors
Tennessee
$6.31K -$5.9K -118 -50%
EB
1024
Eastern Bank
Massachusetts
$6.28K – – –
ACM
1025
Anfield Capital Management
California
$6.18K – – –
39 40
41
42 43