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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
LTL
151
Lowery Thomas LLC
California
$7.36M +$3.18M +77,094 +78%
CI
152
CX Institutional
Indiana
$7.21M -$709K -17,188 -9%
FPIS
153
Financial Planning & Information Services
Wisconsin
$7.13M -$118K -2,868 -2%
SC
154
Savant Capital
Illinois
$7.03M -$111K -2,680 -2%
CC
155
Courier Capital
New York
$6.98M +$287K +6,953 +4%
WFS
156
Weitzel Financial Services
Iowa
$6.9M -$21.9M -529,813 -76%
PA
157
Probity Advisors
Texas
$6.83M -$111K -2,699 -2%
KAS
158
Kestra Advisory Services
Texas
$6.77M +$794K +19,240 +13%
CA
159
CGN Advisors
Kansas
$6.72M +$684K +16,589 +11%
NA
160
NewEdge Advisors
Louisiana
$6.62M +$3.33M +80,656 +104%
OC
161
Oarsman Capital
Wisconsin
$6.49M +$862K +20,905 +16%
SW
162
SkyOak Wealth
Michigan
$6.47M +$82.7K +2,004 +1%
CI
163
Cavalier Investments
Georgia
$6.39M +$1.68M +40,677 +36%
TCFP
164
Treasure Coast Financial Planning
Florida
$6.32M +$926K +22,443 +17%
BFG
165
Barber Financial Group
Kansas
$6.31M -$2.41M -58,444 -28%
GG
166
GenWealth Group
New Jersey
$6.31M +$954K +23,136 +18%
VBFP
167
Valtinson Bruner Financial Planning
Minnesota
$6.14M +$5.83M +141,315 +2,427%
MWA
168
Motive Wealth Advisors
Michigan
$6.08M -$395K -9,575 -6%
GFPC
169
Global Financial Private Client
Florida
$5.93M +$22.1K +535 +0.4%
SA
170
Shilanski & Associates
Alaska
$5.92M +$284K +6,894 +5%
PFG
171
PAX Financial Group
Texas
$5.91M +$103K +2,506 +2%
SW
172
Simplicity Wealth
New Jersey
$5.84M -$4.97M -120,488 -46%
APP
173
Avantax Planning Partners
Iowa
$5.81M +$4.07M +98,689 +244%
CWA
174
Clarus Wealth Advisors
Arizona
$5.74M +$109K +2,640 +2%
SOS
175
Silver Oak Securities
Tennessee
$5.69M +$5.58M +135,371 New
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