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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
176
New England Capital Financial Advisors
Connecticut
$12.6M +$294K +6,169 +3%
AWS
177
Atria Wealth Solutions
New York
$12.4M -$5.58M -117,057 -32%
WFA
178
Wells Financial Advisors
Massachusetts
$12.1M -$87.3K -1,832 -0.8%
HSWS
179
Higgins & Schmidt Wealth Strategies
Colorado
$11.7M +$428K +8,983 +4%
DWM
180
Dakota Wealth Management
Florida
$11.6M +$2.28M +47,723 +26%
PCIA
181
Prime Capital Investment Advisors
Kansas
$11.6M +$7.7M +161,473 +231%
MFA
182
Millington Financial Advisors
Illinois
$11.6M +$450K +9,442 +4%
FAIM
183
Financial Advocates Investment Management
Washington
$11.3M +$2.28M +47,762 +27%
VCP
184
Verus Capital Partners
Arizona
$11.3M +$211K +4,429 +2%
ORG
185
Optimist Retirement Group
Washington
$11.2M -$215K -4,508 -2%
SF
186
Symphony Financial
Texas
$11M +$1.24M +25,984 +13%
MA
187
MONECO Advisors
Connecticut
$10.8M +$2.64M +55,396 +35%
KPWS
188
Kestra Private Wealth Services
Texas
$10.7M +$1.16M +24,365 +13%
WI
189
WrapManager Inc
California
$10.3M +$985K +20,663 +11%
JWS
190
Juncture Wealth Strategies
Arizona
$10.3M -$73.7K -1,546 -0.7%
SWM
191
Spire Wealth Management
Virginia
$10.3M -$249K -5,229 -2%
AWM
192
Axxcess Wealth Management
California
$10.2M -$459K -9,631 -5%
VBFP
193
Valtinson Bruner Financial Planning
Minnesota
$10.1M +$2.25M +47,168 +30%
JFA
194
JNBA Financial Advisors
Minnesota
$10M -$3.81M -79,955 -29%
SSW
195
Stone Summit Wealth
Florida
$9.97M +$404K +8,479 +4%
HA
196
Hofer & Associates
California
$9.97M +$243K +5,087 +3%
CCFM
197
Clear Creek Financial Management
Washington
$9.89M +$9.41M +197,325 New
1WM
198
1900 Wealth Management
Texas
$9.84M -$1.54M -32,205 -14%
GIA
199
GHP Investment Advisors
Colorado
$9.68M +$63.9K +1,340 +0.7%
PA
200
Probity Advisors
Texas
$9.38M +$836K +17,540 +10%
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