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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
201
Centaurus Financial
California
$4.01M +$105K +2,661 +3%
OC
202
Oppenheimer & Co
New York
$3.99M +$3.55M +89,671 +482%
PWM
203
Penobscot Wealth Management
Maine
$3.96M +$180K +4,546 +4%
AWA
204
Alta Wealth Advisors
Massachusetts
$3.93M +$653K +16,479 +18%
SSW
205
Stone Summit Wealth
Florida
$3.93M +$879K +22,203 +26%
PWG
206
Private Wealth Group
Florida
$3.91M -$23.3K -588 -0.6%
HFW
207
Horizon Family Wealth
Illinois
$3.87M +$359K +9,071 +9%
KFI
208
Key Financial Inc
Pennsylvania
$3.83M -$73.3K -1,852 -2%
CSPIA
209
Cary Street Partners Investment Advisory
Virginia
$3.75M +$573K +14,478 +17%
LWAC
210
Laurel Wealth Advisors (California)
California
$3.7M -$861K -21,730 -18%
AMM
211
American Money Management
California
$3.58M +$370K +9,333 +11%
CWA
212
Centennial Wealth Advisory
Michigan
$3.42M -$431K -10,874 -10%
CWM
213
Cornerstone Wealth Management
Missouri
$3.41M +$103K +2,608 +3%
TDWM
214
Topel & Distasi Wealth Management
California
$3.38M – – –
SAM
215
Smithbridge Asset Management
Pennsylvania
$3.33M +$88.2K +2,227 +3%
SW
216
Simplicity Wealth
New Jersey
$3.27M -$2.03M -51,188 -37%
AWM
217
Atticus Wealth Management
Florida
$3.26M +$2.43M +61,486 +226%
TW
218
Transform Wealth
Colorado
$3.25M -$190K -4,805 -5%
AFS
219
Annapolis Financial Services
Maryland
$3.14M – – –
CSPAM
220
Cary Street Partners Asset Management
Virginia
$3.13M +$2.14M +53,953 +173%
RFN
221
RDA Financial Network
Iowa
$3.13M +$59.4K +1,500 +2%
TC
222
TAGStone Capital
North Carolina
$2.95M +$113K +2,856 +4%
WAP
223
Wealthcare Advisory Partners
Pennsylvania
$2.89M +$276K +6,963 +10%
NC
224
NewSquare Capital
Pennsylvania
$2.89M -$194K -4,910 -6%
FFG
225
Fullen Financial Group
Ohio
$2.85M +$3.33K +84 +0.1%
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