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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
201
Concourse Financial Group Securities
Alabama
$575K -$49.3K -1,622 -8%
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$574K +$577K +19,000 New
BFG
203
Barber Financial Group
Kansas
$571K +$574K +18,905 New
WPW
204
Waldron Private Wealth
Pennsylvania
$562K +$154K +5,082 +37%
KM
205
Kalos Management
Georgia
$554K -$7.57K -249 -1%
DA
206
Detalus Advisors
Missouri
$533K +$11.4K +375 +2%
LWAC
207
Laurel Wealth Advisors (California)
California
$532K -$171K -5,616 -24%
HWM
208
Howard Wealth Management
Connecticut
$514K -$11.6K -382 -2%
FAAS
209
First Allied Advisory Services
California
$506K -$261K -8,597 -34%
FNBOO
210
First National Bank of Omaha
Nebraska
$503K +$31K +1,019 +7%
ASN
211
Advisory Services Network
Georgia
$495K +$4.56K +150 +0.9%
MIAS
212
Mason Investment Advisory Services
Virginia
$494K – – –
PFM
213
Phillips Financial Management
Indiana
$474K – – –
WP
214
WealthPLAN Partners
Nebraska
$473K -$12K -396 -3%
RFC
215
Regions Financial Corp
Alabama
$471K – – –
SPIA
216
Steward Partners Investment Advisory
New York
$471K +$4.71K +155 +1%
LNC
217
Lincoln National Corp
Pennsylvania
$468K -$33.4K -1,100 -7%
MAWCM
218
Mine & Arao Wealth Creation & Management
California
$467K -$7.84K -258 -2%
WAP
219
Wealthcare Advisory Partners
Pennsylvania
$467K +$20.4K +671 +5%
EE
220
EWG Elevate
California
$463K – – –
DAS
221
Dynamic Advisor Solutions
Arizona
$441K +$425 +14 +0.1%
CS
222
Capital Square
Tennessee
$422K +$425K +14,003 New
FWM
223
Focused Wealth Management
New York
$420K -$23.2K -764 -5%
PWM
224
Perigon Wealth Management
California
$413K +$416K +13,685 New
BC
225
Brio Consultants
California
$400K -$456 -15 -0.1%
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9
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