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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1101
Salem Investment Counselors
North Carolina
$54.6K – – –
DF
1102
Downshift Financial
Colorado
$54.6K +$53.7K +898 New
SC
1103
Steph & Co
Wisconsin
$53.8K -$23.6K -394 -31%
EP
1104
Essential Partners
California
$52.8K – – –
CTC
1105
Central Trust Company
Missouri
$52.5K +$39.6K +661 +326%
MAFA
1106
MJT & Associates Financial Advisory
Minnesota
$51.1K – – –
MCA
1107
McGuire Capital Advisors
Oklahoma
$50.9K +$34.2K +571 +215%
BF
1108
Brooklyn FI
New York
$50.4K +$48.8K +816 New
CA
1109
Clearstead Advisors
Ohio
$50K -$331K -5,536 -87%
TFM
1110
TFC Financial Management
Massachusetts
$48.6K – – –
SGK
1111
Steigerwald Gordon & Koch
Virginia
$48.4K – – –
FCAS
1112
First Command Advisory Services
Texas
$47.5K +$5.09K +85 +12%
VL
1113
Vima LLC
Michigan
$46.7K +$46K +769 New
DF
1114
DecisionPoint Financial
Arizona
$45.8K – – –
SWP
1115
Strategic Wealth Partners
Ohio
$45.5K +$31.7K +529 +240%
SW
1116
StrongBox Wealth
Missouri
$45K +$44.3K +740 New
FIM
1117
FWL Investment Management
Texas
$44.7K – – –
NSIM
1118
North Star Investment Management
Illinois
$43.4K +$180 +3 +0.4%
OC
1119
Oakworth Capital
Alabama
$42.7K +$41.9K +700 New
AUB
1120
Atlantic Union Bankshares
Virginia
$42.2K +$120 +2 +0.3%
BIAS
1121
Beacon Investment Advisory Services
New Jersey
$40.8K – – –
VWA
1122
VSM Wealth Advisory
Maryland
$40.6K +$180 +3 +0.5%
AF
1123
Align Financial
Minnesota
$40.2K – – –
FC
1124
Financial Consulate
Maryland
$39.6K – – –
CWP
1125
Clark Wealth Partners
Illinois
$38.3K +$37.7K +630 New
43 44
45
46 47