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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1126
StrongBox Wealth
Missouri
$45K +$44.3K +740 New
FIM
1127
FWL Investment Management
Texas
$44.7K – – –
NSIM
1128
North Star Investment Management
Illinois
$43.4K +$180 +3 +0.4%
OC
1129
Oakworth Capital
Alabama
$42.7K +$41.9K +700 New
AUB
1130
Atlantic Union Bankshares
Virginia
$42.2K +$120 +2 +0.3%
BIAS
1131
Beacon Investment Advisory Services
New Jersey
$40.8K – – –
VWA
1132
VSM Wealth Advisory
Maryland
$40.6K +$180 +3 +0.5%
AF
1133
Align Financial
Minnesota
$40.2K – – –
FC
1134
Financial Consulate
Maryland
$39.6K – – –
CWP
1135
Clark Wealth Partners
Illinois
$38.3K +$37.7K +630 New
ACA
1136
Atlas Capital Advisors
Wyoming
$37.6K – – –
ZBNA
1137
Zions Bancorporation, National Association
Utah
$37.5K – – –
PPC
1138
Park Place Capital
Alabama
$36.3K – – –
OWP
1139
ORG Wealth Partners
Texas
$35.1K – – –
FDCP
1140
Foster Dykema Cabot & Partners
Massachusetts
$34.6K – – –
CH
1141
CDKV Holdings
Colorado
$34K – – –
PF
1142
PlanVest Financial
Maryland
$33.6K – – –
TCM
1143
Triumph Capital Management
Colorado
$33.3K – – –
BCWM
1144
Bartlett & Co Wealth Management
Ohio
$33.1K – – –
CFO
1145
CVA Family Office
Colorado
$32.9K +$120 +2 +0.4%
LWM
1146
Lodestone Wealth Management
Washington
$32.6K -$4.67K -78 -13%
FAI
1147
Fiduciary Advisors Inc
Missouri
$31.1K +$180 +3 +0.6%
APW
1148
Atlantic Private Wealth
North Carolina
$30.6K – – –
MFP
1149
Meramec Financial Planners
Missouri
$29.7K +$120 +2 +0.4%
LHEI
1150
Leo H. Evart Inc
California
$27.1K – – –
44 45
46
47 48