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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
201
Cetera Advisors
Colorado
$8.48M +$1.96M +45,498 +33%
FC
202
Financial Council
Maryland
$8.43M +$674K +15,625 +9%
FAIM
203
Financial Advocates Investment Management
Washington
$8.26M +$4.02M +93,251 +110%
FPIS
204
Financial Planning & Information Services
Wisconsin
$8.25M +$293K +6,799 +4%
CM
205
Churchill Management
California
$8.24M -$567K -13,156 -7%
JCM
206
Jacobi Capital Management
Pennsylvania
$8.23M +$55.8K +1,293 +0.7%
SIG
207
Sargent Investment Group
Maryland
$8.22M -$17.1K -396 -0.2%
OHIS
208
Oak Harvest Investment Services
Texas
$8.2M +$710K +16,469 +10%
SOS
209
Silver Oak Securities
Tennessee
$7.92M +$2.19M +50,861 +43%
PA
210
Probity Advisors
Texas
$7.91M -$194K -4,506 -3%
GG
211
GenWealth Group
New Jersey
$7.81M +$419K +9,727 +6%
HBT
212
Hills Bank & Trust
Iowa
$7.67M +$2.93M +67,904 +70%
SA
213
Shilanski & Associates
Alaska
$7.52M -$31.1K -721 -0.4%
CWM
214
Collaborative Wealth Management
Florida
$7.45M +$281K +6,520 +4%
MA
215
MONECO Advisors
Connecticut
$7.44M +$2.67M +61,935 +63%
HPC
216
HM Payson & Co
Maine
$7.43M – – –
PC
217
Pecaut & Co
Iowa
$7.34M +$209K +4,841 +3%
VBFP
218
Valtinson Bruner Financial Planning
Minnesota
$7.22M -$93.2K -2,162 -1%
FGAM
219
Financial Gravity Asset Management
Texas
$7.17M +$6.63M +153,826 New
QC
220
Quent Capital
New York
$7.12M +$148K +3,428 +2%
LWP
221
Laurel Wealth Planning
Minnesota
$6.64M +$407K +9,444 +7%
SFP
222
Strategic Financial Partners
Oregon
$6.63M -$5.32M -123,275 -46%
UCFA
223
United Capital Financial Advisors
Texas
$6.55M -$803K -18,613 -12%
KFI
224
Key Financial Inc
Pennsylvania
$6.55M +$715K +16,577 +13%
CI
225
CX Institutional
Indiana
$6.44M -$2.61M -60,465 -30%
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