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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
HG
126
Harbor Group
New Hampshire
$22.9M +$767K +15,065 +4%
LFPWM
127
Leicht Financial Planning & Wealth Management
New Jersey
$22.9M +$845K +16,604 +4%
AA
128
Alesco Advisors
New York
$22.6M -$1.04M -20,492 -5%
CSPIA
129
Cary Street Partners Investment Advisory
Virginia
$22.6M +$726K +14,271 +3%
VH
130
Visionary Horizons
Tennessee
$22.6M +$2.03M +39,804 +10%
WCM
131
Windsor Capital Management
Arizona
$22.5M +$43.2K +848 +0.2%
SA
132
Sanctuary Advisors
Indiana
$22.3M +$17.4M +341,899 +513%
FCAS
133
First Command Advisory Services
Texas
$22.3M -$2.01M -39,535 -9%
AWM
134
Atticus Wealth Management
Florida
$21M +$553K +10,872 +3%
SW
135
SkyOak Wealth
Michigan
$20.7M +$282K +5,535 +1%
CC
136
Courier Capital
New York
$20.5M +$1.23M +24,097 +7%
ICMM
137
Integrated Capital Management (Michigan)
Michigan
$20.3M +$19.5M +383,720 New
RPGK
138
Retirement Planning Group (Kansas)
Kansas
$20M -$35.1K -690 -0.2%
PA
139
Prism Advisors
California
$19.9M -$360K -7,072 -2%
PFA
140
Pure Financial Advisors
California
$19.8M -$506K -9,945 -3%
RFS
141
Retirement Financial Solutions
Tennessee
$19.7M +$266K +5,218 +1%
HC
142
Hamilton Capital
Ohio
$19.5M +$1.03M +20,253 +6%
MOS
143
MGO One Seven
Ohio
$19.2M +$6.16M +121,019 +50%
LGW
144
Leslie Global Wealth
Illinois
$18.9M +$621K +12,209 +4%
FA
145
Freestate Advisors
Kansas
$18.8M +$18.1M +356,543 New
BCM
146
Brookstone Capital Management
Illinois
$18.8M -$918K -18,040 -5%
CWM
147
CarsonAllaria Wealth Management
Illinois
$18.6M -$56K -1,101 -0.3%
GRP
148
Global Retirement Partners
California
$18.6M -$1.81M -35,649 -9%
TFA
149
TPG Financial Advisors
Oregon
$18.6M +$544K +10,697 +3%
KFGK
150
Keystone Financial Group (Kentucky)
Kentucky
$18.5M +$17.8M +350,678 New
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