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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1226
Aprio Wealth Management
Georgia
– -$324K -5,720 Closed
KFP
1227
KMG Fiduciary Partners
Ohio
– -$292K -5,164 Closed
DSA
1228
Droms Strauss Advisors
Missouri
– -$284K -5,026 Closed
HF
1229
HRT Financial
New York
– -$275K -4,876 Closed
GCP
1230
Guardian Capital (Pennsylvania)
Pennsylvania
– -$257K -4,548 Closed
FWP
1231
Firethorn Wealth Partners
Georgia
– -$254K -4,481 Closed
BCA
1232
Bay Colony Advisors
Massachusetts
– -$228K -4,025 Closed
IAS
1233
Integrity Advisory Solutions
Texas
– -$226K -3,997 Closed
IG
1234
IFS Group
Pennsylvania
– -$225K -3,976 Closed
CCM
1235
Coldstream Capital Management
Washington
– -$218K -3,845 Closed
PBO
1236
Peoples Bank (Ohio)
Ohio
– -$216K -3,816 Closed
FA
1237
Fiduciary Alliance
South Carolina
– -$213K -3,649 Closed
GW
1238
Graetz Wealth
Michigan
– -$200K -3,535 Closed
CIR
1239
Clear Investment Research
Georgia
– -$136K -2,409 Closed
TLFA
1240
True Link Financial Advisors
California
– -$98.8K -1,747 Closed
KFG
1241
Kingdom Financial Group
Arizona
– -$76.9K -1,360 Closed
GWSA
1242
Global Wealth Strategies & Associates
Colorado
– -$62.9K -1,112 Closed
QCG
1243
Quadrant Capital Group
Ohio
– -$56.6K -1,000 Closed
SIS
1244
Sound Income Strategies
Florida
– -$56.6K -1,000 Closed
GWM
1245
Grand Wealth Management
Michigan
– -$47.6K -841 Closed
TWM
1246
TopTier Wealth Management
Wisconsin
– -$45.8K -810 Closed
CW
1247
Curio Wealth
Maryland
– -$39.9K -705 Closed
WSA
1248
Wealth Science Advisors
Georgia
– -$37.2K -654 Closed
LWMI
1249
Legacy Wealth Management (Idaho)
Idaho
– -$36.1K -638 Closed
TF
1250
Tompkins Financial
New York
– -$29.8K -526 Closed
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