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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1001
LRI Investments
Florida
$191K – – –
MFT
1002
Moisand Fitzgerald Tamayo
Florida
$186K -$1.68K -29 -0.9%
OA
1003
Operose Advisors
Wisconsin
$181K +$25.2K +435 +16%
EWM
1004
Evermay Wealth Management
Virginia
$180K – – –
SS
1005
SBI Securities
Japan
$174K +$6.67K +115 +4%
POIA
1006
Pin Oak Investment Advisors
Texas
$171K – – –
SS
1007
Sunbelt Securities
Texas
$168K -$1.51K -26 -0.9%
AA
1008
Ancora Advisors
Ohio
$168K -$1.97K -34 -1%
BTI
1009
Blue Trust Inc
Georgia
$167K +$14.7K +253 +9%
TWC
1010
TD Waterhouse Canada
Ontario, Canada
$162K +$93.5K +1,612 +128%
ITIM
1011
Indiana Trust & Investment Management
Indiana
$157K – – –
CT
1012
Colonial Trust
South Carolina
$156K – – –
FDCDDQ
1013
Federation des caisses Desjardins du Quebec
Quebec, Canada
$153K -$9.69K -167 -6%
AIC
1014
Archer Investment Corporation
Indiana
$144K +$60.2K +1,037 +69%
HWA
1015
Heritage Wealth Advisors
Virginia
$141K – – –
CIR
1016
Clear Investment Research
Georgia
$136K +$140K +2,409 New
MMCM
1017
Murphy & Mullick Capital Management
New York
$136K – – –
UFAC
1018
Urban Financial Advisory Corp
Illinois
$130K +$464 +8 +0.4%
NWMP
1019
Noble Wealth Management PBC
Colorado
$128K -$2.96K -51 -2%
PWAM
1020
Private Wealth Asset Management
Iowa
$126K – – –
TPCW
1021
TD Private Client Wealth
New York
$122K – – –
IBOK
1022
Independence Bank of Kentucky
Kentucky
$122K – – –
DWM
1023
Darwin Wealth Management
Florida
$120K +$464 +8 +0.4%
AIM
1024
Acropolis Investment Management
Missouri
$110K +$113K +1,946 New
BFS
1025
Bare Financial Services
Pennsylvania
$104K -$9.86K -170 -9%
39 40
41
42 43