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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
1026
TD Private Client Wealth
New York
$122K – – –
IBOK
1027
Independence Bank of Kentucky
Kentucky
$122K – – –
DWM
1028
Darwin Wealth Management
Florida
$120K +$464 +8 +0.4%
AIM
1029
Acropolis Investment Management
Missouri
$110K +$113K +1,946 New
BFS
1030
Bare Financial Services
Pennsylvania
$104K -$9.86K -170 -9%
NB
1031
NBT Bank
New York
$103K +$47.8K +824 +82%
SFG
1032
Strive Financial Group
Indiana
$101K +$58 +1 +0.1%
MIFH
1033
Migdal Insurance & Financial Holdings
Israel
$99.9K +$102K +1,765 New
TLFA
1034
True Link Financial Advisors
California
$98.8K +$101K +1,747 New
EWM
1035
Evolution Wealth Management
Florida
$98.3K – – –
BW
1036
Basepoint Wealth
Iowa
$94.8K +$406 +7 +0.4%
DF
1037
Dunhill Financial
United Kingdom
$93.8K – – –
MSG
1038
Main Street Group
Virginia
$93.2K +$95.6K +1,648 New
CMP
1039
Coston McIsaac & Partners
Maine
$92K – – –
MPW
1040
MASECO Private Wealth
$90.8K – – –
PCFFS
1041
Pacific Center for Financial Services
California
$89.4K – – –
PMFA
1042
Plante Moran Financial Advisors
Michigan
$86.7K – – –
PS
1043
Pinney & Scofield
Massachusetts
$85.7K – – –
HPBT
1044
Hickory Point Bank & Trust
Illinois
$85.3K +$87.4K +1,507 New
KC
1045
Knuff & Co
California
$85K +$87.1K +1,502 New
NL
1046
NVWM LLC
Pennsylvania
$82.7K – – –
MIM
1047
Marshall Investment Management
Colorado
$82.5K +$84.6K +1,459 New
MCM
1048
Manchester Capital Management
Vermont
$82K – – –
KFG
1049
Kingdom Financial Group
Arizona
$76.9K +$290 +5 +0.4%
LAS
1050
Lloyd Advisory Services
Georgia
$76.9K +$78.9K +1,360 New
40 41
42
43 44