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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
201
Keystone Financial Group (Kentucky)
Kentucky
$3.96M +$2.32M +61,131 +114%
OAM
202
Occidental Asset Management
California
$3.84M +$69.9K +1,842 +2%
CF
203
Centaurus Financial
California
$3.74M -$13.6K -359 -0.3%
NC
204
NewSquare Capital
Pennsylvania
$3.67M +$1.06M +27,861 +36%
CWM
205
Collaborative Wealth Management
Florida
$3.66M +$1.53M +40,355 +61%
GFPC
206
Global Financial Private Client
Florida
$3.66M -$233K -6,142 -6%
HFW
207
Horizon Family Wealth
Illinois
$3.65M +$23.8K +627 +0.6%
KFI
208
Key Financial Inc
Pennsylvania
$3.61M +$81.5K +2,149 +2%
TDWM
209
Topel & Distasi Wealth Management
California
$3.61M – – –
AMM
210
American Money Management
California
$3.58M +$247K +6,502 +7%
KAS
211
Kestra Advisory Services
Texas
$3.5M -$1.31M -34,487 -25%
SAM
212
Smithbridge Asset Management
Pennsylvania
$3.48M +$397K +10,456 +12%
IPW
213
Intergy Private Wealth
Colorado
$3.43M +$3.27M +86,127 +645%
CWM
214
Cornerstone Wealth Management
Missouri
$3.36M +$181K +4,775 +5%
AWM
215
Atticus Wealth Management
Florida
$3.26M – – –
FFG
216
Fullen Financial Group
Ohio
$3.1M +$131K +3,461 +4%
CWA
217
Centennial Wealth Advisory
Michigan
$3.06M -$166K -4,387 -5%
TW
218
Transform Wealth
Colorado
$3.04M -$6.91K -182 -0.2%
SW
219
Simplicity Wealth
New Jersey
$2.97M -$97.3K -2,564 -3%
AFS
220
Annapolis Financial Services
Maryland
$2.93M -$6.98K -184 -0.2%
RFN
221
RDA Financial Network
Iowa
$2.88M -$53.6K -1,412 -2%
BEI
222
Benjamin Edwards Inc
Missouri
$2.88M +$402K +10,584 +15%
TC
223
TAGStone Capital
North Carolina
$2.79M +$29.1K +766 +1%
ZIG
224
Zurich Insurance Group
Switzerland
$2.78M +$3.03M +79,807 New
CA
225
Cetera Advisors
Colorado
$2.74M +$281K +7,418 +10%
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