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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1026
Strive Financial Group
Indiana
$101K +$58 +1 +0.1%
MIFH
1027
Migdal Insurance & Financial Holdings
Israel
$99.9K +$102K +1,765 New
TLFA
1028
True Link Financial Advisors
California
$98.8K +$101K +1,747 New
EWM
1029
Evolution Wealth Management
Florida
$98.3K – – –
BW
1030
Basepoint Wealth
Iowa
$94.8K +$406 +7 +0.4%
DF
1031
Dunhill Financial
United Kingdom
$93.8K – – –
MSG
1032
Main Street Group
Virginia
$93.2K +$95.6K +1,648 New
CMP
1033
Coston McIsaac & Partners
Maine
$92K – – –
MPW
1034
MASECO Private Wealth
$90.8K – – –
PCFFS
1035
Pacific Center for Financial Services
California
$89.4K – – –
PMFA
1036
Plante Moran Financial Advisors
Michigan
$86.7K – – –
PS
1037
Pinney & Scofield
Massachusetts
$85.7K – – –
HPBT
1038
Hickory Point Bank & Trust
Illinois
$85.3K +$87.4K +1,507 New
KC
1039
Knuff & Co
California
$85K +$87.1K +1,502 New
NL
1040
NVWM LLC
Pennsylvania
$82.7K – – –
MIM
1041
Marshall Investment Management
Colorado
$82.5K +$84.6K +1,459 New
MCM
1042
Manchester Capital Management
Vermont
$82K – – –
KFG
1043
Kingdom Financial Group
Arizona
$76.9K +$290 +5 +0.4%
LAS
1044
Lloyd Advisory Services
Georgia
$76.9K +$78.9K +1,360 New
TC
1045
Trust Company
Kansas
$75.8K +$35.7K +615 +85%
CPG
1046
Cornerstone Planning Group
New Jersey
$75.5K +$290 +5 +0.4%
TIM
1047
Thompson Investment Management
Wisconsin
$73.8K +$232 +4 +0.3%
DWM
1048
Dogwood Wealth Management
Kansas
$73K -$33.5K -577 -31%
SC
1049
Steph & Co
Wisconsin
$72.4K +$22.9K +394 +45%
WWMSC
1050
Wagner Wealth Management (South Carolina)
South Carolina
$67.7K +$22.3K +384 +47%
40 41
42
43 44