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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1176
Renaissance Technologies
New York
– -$1.59M -28,800 Closed
SMA
1177
Seven Mile Advisory
New Jersey
– -$1.55M -28,006 Closed
PPWM
1178
PFG Private Wealth Management
Florida
– -$1.51M -27,357 Closed
OFS
1179
OneAscent Financial Services
Alabama
– -$1.46M -26,473 Closed
FEG
1180
Fund Evaluation Group
Ohio
– -$1.44M -26,020 Closed
OMC
1181
Old Mission Capital
Illinois
– -$1.04M -18,741 Closed
FFWA
1182
Forthright Family Wealth Advisory
Texas
– -$949K -17,143 Closed
CPRC
1183
Consolidated Portfolio Review Corp
New York
– -$666K -12,035 Closed
CA
1184
Continuum Advisory
Idaho
– -$596K -10,771 Closed
LFA
1185
LGT Financial Advisors
Texas
– -$521K -9,415 Closed
TCMP
1186
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$416K -7,518 Closed
APWA
1187
Atlas Private Wealth Advisors
New Jersey
– -$410K -7,417 Closed
VRM
1188
Vectors Research Management
New York
– -$376K -6,798 Closed
Empower Advisory Group
1189
Empower Advisory Group
Colorado
– -$324K -5,850 Closed
HFO
1190
Heritage Family Offices
Arizona
– -$308K -5,572 Closed
CA
1191
Claro Advisors
Massachusetts
– -$299K -5,398 Closed
EW
1192
Evoke Wealth
California
– -$287K -5,190 Closed
LFA
1193
Legacy Financial Advisors
Kentucky
– -$281K -5,076 Closed
RTC
1194
Real Talk Capital
Tennessee
– -$278K -5,020 Closed
FMN
1195
Financial Management Network
California
– -$274K -4,901 Closed
M1FG
1196
Mach-1 Financial Group
Arkansas
– -$230K -4,165 Closed
IWB
1197
Innovative Wealth Building
Maryland
– -$229K -4,136 Closed
CFP
1198
Cascade Financial Partners
California
– -$221K -4,000 Closed
PCA
1199
Prosperity Capital Advisors
Ohio
– -$212K -3,830 Closed
IWA
1200
Invera Wealth Advisors
Oregon
– -$211K -3,809 Closed
46 47
48
49 50