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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
EPAM
1076
Evelyn Partners Asset Management
$45.6K +$46.8K +806 New
TFM
1077
TFC Financial Management
Massachusetts
$45.2K – – –
SGK
1078
Steigerwald Gordon & Koch
Virginia
$45K – – –
DF
1079
DecisionPoint Financial
Arizona
$42.4K +$23.6K +406 +118%
CA
1080
Crewe Advisors
Utah
$41.8K -$31.2K -537 -42%
FIM
1081
FWL Investment Management
Texas
$41.6K – – –
KG
1082
Kilter Group
New York
$40.8K – – –
NSIM
1083
North Star Investment Management
Illinois
$40.2K +$116 +2 +0.3%
CW
1084
Curio Wealth
Maryland
$39.9K +$174 +3 +0.4%
FCAS
1085
First Command Advisory Services
Texas
$39.4K +$40.4K +696 New
AUB
1086
Atlantic Union Bankshares
Virginia
$39.1K +$116 +2 +0.3%
BIAS
1087
Beacon Investment Advisory Services
New Jersey
$38K +$38.9K +671 New
VWA
1088
VSM Wealth Advisory
Maryland
$37.6K +$116 +2 +0.3%
AF
1089
Align Financial
Minnesota
$37.4K -$2.14M -36,890 -98%
WSA
1090
Wealth Science Advisors
Georgia
$37.2K +$37.9K +654 New
FC
1091
Financial Consulate
Maryland
$36.8K – – –
LWMI
1092
Legacy Wealth Management (Idaho)
Idaho
$36.1K – – –
ACA
1093
Atlas Capital Advisors
Wyoming
$35K – – –
ZBNA
1094
Zions Bancorporation, National Association
Utah
$34.9K +$35.8K +617 New
LWM
1095
Lodestone Wealth Management
Washington
$34.7K +$116 +2 +0.3%
PPC
1096
Park Place Capital
Alabama
$33.8K – – –
OWP
1097
ORG Wealth Partners
Texas
$32.6K – – –
BCWM
1098
Bartlett & Co Wealth Management
Ohio
$32.4K – – –
FDCP
1099
Foster Dykema Cabot & Partners
Massachusetts
$32.2K – – –
CH
1100
CDKV Holdings
Colorado
$31.7K – – –
42 43
44
45 46