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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1051
Byrne Asset Management
New Jersey
$62K – – –
PA
1052
Parallel Advisors
California
$59.8K +$22.9K +407 +63%
LAMC
1053
Longview Asset Management (California)
California
$58.2K – – –
AIM
1054
Access Investment Management
Georgia
$58.1K – – –
IRAG
1055
Investment Research & Advisory Group
Georgia
$58K +$57.4K +1,021 New
BA
1056
Ballast Advisors
Minnesota
$57.2K -$1.57K -28 -3%
QCG
1057
Quadrant Capital Group
Ohio
$56.8K – – –
GWSA
1058
Global Wealth Strategies & Associates
Colorado
$56K -$562 -10 -1%
NFSG
1059
Newbridge Financial Services Group
Florida
$51.7K – – –
SC
1060
Steph & Co
Wisconsin
$50.3K – – –
EP
1061
Essential Partners
California
$49.4K – – –
GWM
1062
Grand Wealth Management
Michigan
$47.8K – – –
MAFA
1063
MJT & Associates Financial Advisory
Minnesota
$47.7K -$15.6K -278 -25%
WWMSC
1064
Wagner Wealth Management (South Carolina)
South Carolina
$46.1K -$225 -4 -0.5%
TFM
1065
TFC Financial Management
Massachusetts
$45.4K – – –
SGK
1066
Steigerwald Gordon & Koch
Virginia
$45.2K – – –
ODE
1067
O'Domhnaill Enterprises
Wyoming
$43.2K +$42.8K +761 New
FIM
1068
FWL Investment Management
Texas
$41.8K – – –
TC
1069
Trust Company
Kansas
$41.1K +$40.7K +724 New
KG
1070
Kilter Group
New York
$41K +$225 +4 +0.6%
CW
1071
Curio Wealth
Maryland
$40.3K +$39.4K +702 New
NSIM
1072
North Star Investment Management
Illinois
$40.2K +$225 +4 +0.6%
AUB
1073
Atlantic Union Bankshares
Virginia
$39.2K +$169 +3 +0.4%
IIM
1074
IFC & Insurance Marketing
California
$38K +$37.3K +664 New
VWA
1075
VSM Wealth Advisory
Maryland
$37.6K +$225 +4 +0.6%
41 42
43
44 45