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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1051
Trust Company
Kansas
$75.8K +$35.7K +615 +85%
CPG
1052
Cornerstone Planning Group
New Jersey
$75.5K +$290 +5 +0.4%
TIM
1053
Thompson Investment Management
Wisconsin
$73.8K +$232 +4 +0.3%
DWM
1054
Dogwood Wealth Management
Kansas
$73K -$33.5K -577 -31%
SC
1055
Steph & Co
Wisconsin
$72.4K +$22.9K +394 +45%
WWMSC
1056
Wagner Wealth Management (South Carolina)
South Carolina
$67.7K +$22.3K +384 +47%
WIM
1057
Westside Investment Management
California
$65.6K -$16.1K -278 -19%
FFC
1058
First Financial Corp
Indiana
$65.5K – – –
ADL
1059
Asset Dedication LLC
California
$63.5K – – –
GWSA
1060
Global Wealth Strategies & Associates
Colorado
$62.9K +$7.37K +127 +13%
PA
1061
Parallel Advisors
California
$60.4K +$986 +17 +2%
AIM
1062
Access Investment Management
Georgia
$59.4K – – –
BA
1063
Ballast Advisors
Minnesota
$59.1K +$2.15K +37 +4%
LAMC
1064
Longview Asset Management (California)
California
$57.9K – – –
IRAG
1065
Investment Research & Advisory Group
Georgia
$57.8K – – –
SIS
1066
Sound Income Strategies
Florida
$56.6K -$55.9K -964 -49%
QCG
1067
Quadrant Capital Group
Ohio
$56.6K – – –
SC
1068
SouthState Corp
Florida
$56.6K +$58K +1,000 New
NFSG
1069
Newbridge Financial Services Group
Florida
$51.5K – – –
SIC
1070
Salem Investment Counselors
North Carolina
$50.8K +$52.1K +898 New
BAM
1071
Byrne Asset Management
New Jersey
$50.4K -$290 -5 -3%
EP
1072
Essential Partners
California
$49.2K – – –
GWM
1073
Grand Wealth Management
Michigan
$47.6K – – –
MAFA
1074
MJT & Associates Financial Advisory
Minnesota
$47.5K – – –
TWM
1075
TopTier Wealth Management
Wisconsin
$45.8K +$47K +810 New
41 42
43
44 45