HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SPYV Share Count | ||||
| Octavia Wealth Advisors LLC | 28,151 | 1,359,038 | +1,330,887 | +4727.67% |
| NBT Bank N A NY | 462 | 10,307 | +9,845 | +2130.95% |
| MBE Wealth Management LLC | 29,348 | 414,971 | +385,623 | +1313.97% |
| Arbor Trust Wealth Advisors LLC | 20,775 | 88,591 | +67,816 | +326.43% |
| Marion Wealth Management | 4,646 | 13,139 | +8,493 | +182.80% |
| AlphaMark Advisors LLC | 3,735 | 8,011 | +4,276 | +114.48% |
| Elevated Capital Advisors LLC | 8,004 | 16,769 | +8,765 | +109.51% |
| Sage Mountain Advisors LLC | 4,815 | 9,878 | +5,063 | +105.15% |
| Sharkey Howes & Javer | 32,669 | 63,914 | +31,245 | +95.64% |
| Trilogy Capital Inc. | 55,965 | 108,186 | +52,221 | +93.31% |
| Tompkins Financial Corp | 18 | 34 | +16 | +88.89% |
| Wealthcare Advisory Partners LLC | 91,104 | 171,612 | +80,508 | +88.37% |
| PFG Investments LLC | 8,330 | 13,571 | +5,241 | +62.92% |
| Accurate Wealth Management LLC | 5,073 | 7,925 | +2,852 | +56.22% |
| Stratos Wealth Advisors LLC | 76,917 | 115,444 | +38,527 | +50.09% |
| Wallington Asset Management LLC | 10,055 | 15,070 | +5,015 | +49.88% |
| Tsfg LLC | 294,016 | 438,757 | +144,741 | +49.23% |
| DGS Capital Management LLC | 5,991 | 8,293 | +2,302 | +38.42% |
| Brookstone Capital Management | 553,058 | 761,015 | +207,957 | +37.60% |
| Ausdal Financial Partners Inc. | 58,380 | 79,799 | +21,419 | +36.69% |
| Dynamic Advisor Solutions LLC | 6,423 | 8,617 | +2,194 | +34.16% |
| Stratos Wealth Partners LTD. | 297,527 | 398,068 | +100,541 | +33.79% |
| Private Ocean LLC | 1,276 | 1,685 | +409 | +32.05% |
| Bridgewealth Advisory Group LLC | 31,184 | 40,710 | +9,526 | +30.55% |
| RFG Advisory LLC | 37,625 | 48,691 | +11,066 | +29.41% |
| Capital Advisory Group Advisory Services LLC | 49,716 | 62,617 | +12,901 | +25.95% |
| Dakota Wealth Management | 184,786 | 232,509 | +47,723 | +25.83% |
| Total Clarity Wealth Management Inc. | 75,953 | 93,836 | +17,883 | +23.54% |
| Brown Miller Wealth Management LLC | 13,902 | 16,861 | +2,959 | +21.28% |
| Waller Financial Planning Group Inc. | 109,205 | 131,866 | +22,661 | +20.75% |
| Strategic Blueprint LLC | 7,946 | 9,556 | +1,610 | +20.26% |
| Horizon Wealth Management LLC | 355,739 | 425,462 | +69,723 | +19.60% |
| Garrett Investment Advisors LLC | 367,091 | 436,503 | +69,412 | +18.91% |
| Ignite Planners LLC | 95,783 | 111,227 | +15,444 | +16.12% |
| MBL Wealth LLC | 8,190 | 9,472 | +1,282 | +15.65% |
| Wealth Management Resources Inc. | 22,917 | 26,445 | +3,528 | +15.39% |
| Iron Horse Wealth Management LLC | 25,700 | 29,392 | +3,692 | +14.37% |
| Opal Wealth Advisors LLC | 33,939 | 38,724 | +4,785 | +14.10% |
| Summit Investment Advisory Services LLC | 16,027 | 18,225 | +2,198 | +13.71% |
| Accel Wealth Management | 6,167 | 7,002 | +835 | +13.54% |
| Symphony Financial Ltd. Co. | 193,539 | 219,523 | +25,984 | +13.43% |
| CWM LLC | 4,344,768 | 4,920,831 | +576,063 | +13.26% |
| KWB Wealth | 1,444,731 | 1,635,323 | +190,592 | +13.19% |
| Raymond James & Associates | 589,876 | 667,560 | +77,684 | +13.17% |
| Calton & Associates Inc. | 16,596 | 18,540 | +1,944 | +11.71% |
| AdvisorNet Financial Inc | 28,127 | 30,888 | +2,761 | +9.82% |
| Integrity Wealth Solutions LLC | 21,345 | 23,441 | +2,096 | +9.82% |
| Michael S. Ryan Inc. | 376,886 | 411,960 | +35,074 | +9.31% |
| Cambridge Investment Research Advisors Inc. | 929,238 | 1,013,871 | +84,633 | +9.11% |
| Global Retirement Partners LLC | 366,146 | 396,633 | +30,487 | +8.33% |
| Vicus Capital | 516,848 | 555,330 | +38,482 | +7.45% |
| Kovack Advisors Inc. | 6,784 | 7,258 | +474 | +6.99% |
| Portside Wealth Group LLC | 103,450 | 110,147 | +6,697 | +6.47% |
| FCG Investment Co | 27,405 | 29,113 | +1,708 | +6.23% |
| M&R Capital Management Inc. | 100 | 106 | +6 | +6.00% |
| Sequent Asset Management LLC | 18,551 | 19,592 | +1,041 | +5.61% |
| CX Institutional | 138,208 | 145,809 | +7,601 | +5.50% |
| Capstone Wealth Management Group LLC | 22,968 | 24,202 | +1,234 | +5.37% |
| Summit Financial LLC | 111,537 | 117,201 | +5,664 | +5.08% |
| Courier Capital LLC | 311,435 | 325,920 | +14,485 | +4.65% |
| Tower Wealth Partners Inc. | 41,440 | 43,218 | +1,778 | +4.29% |
| Lbmc Investment Advisors LLC | 14,570 | 15,175 | +605 | +4.15% |
| Bristlecone Advisors LLC | 44,977 | 46,788 | +1,811 | +4.03% |
| Visionary Horizons LLC | 403,290 | 419,388 | +16,098 | +3.99% |
| Harbor Group Inc. | 397,535 | 413,096 | +15,561 | +3.91% |
| MBM Wealth Consultants LLC | 45,814 | 47,574 | +1,760 | +3.84% |
| Atlas Capital Advisors LLC | 1,055 | 1,095 | +40 | +3.79% |
| ERn Financial LLC | 499,006 | 517,687 | +18,681 | +3.74% |
| Altfest L J & Co. Inc. | 13,143 | 13,606 | +463 | +3.52% |
| Atticus Wealth Management LLC | 369,782 | 382,803 | +13,021 | +3.52% |
| GenWealth Group Inc. | 167,411 | 173,012 | +5,601 | +3.35% |
| OLD National Bancorp IN | 1,574,266 | 1,624,641 | +50,375 | +3.20% |
| Retirement Planning Group | 380,895 | 392,306 | +11,411 | +3.00% |
| Oak Harvest Investment Services | 175,790 | 181,031 | +5,241 | +2.98% |
| EWG Elevate Inc. | 85,517 | 87,973 | +2,456 | +2.87% |
| Demars Financial Group LLC | 281,431 | 289,266 | +7,835 | +2.78% |
| Narus Financial Partners LLC | 6,862 | 7,049 | +187 | +2.73% |
| Hofer & Associates. Inc | 193,841 | 198,928 | +5,087 | +2.62% |
| Tennessee Valley Asset Management Partners | 522,942 | 536,442 | +13,500 | +2.58% |
| Lynch & Associates IN | 131,478 | 134,779 | +3,301 | +2.51% |
| Mustard Seed Financial LLC | 6,688 | 6,852 | +164 | +2.45% |
| Fifth Third Securities Inc. | 57,673 | 59,073 | +1,400 | +2.43% |
| Willis Johnson & Associates Inc. | 3,645,923 | 3,722,350 | +76,427 | +2.10% |
| Financial Perspectives Inc | 56 | 57 | +1 | +1.79% |
| Shilanski & Associates Inc. | 161,288 | 164,090 | +2,802 | +1.74% |
| Integrated Capital Management Inc. | 4,411 | 4,482 | +71 | +1.61% |
| Private Trust Co. NA | 82,038 | 83,345 | +1,307 | +1.59% |
| Signet Financial Management LLC | 607,952 | 617,450 | +9,498 | +1.56% |
| Compton Financial Group LLC | 861,463 | 874,700 | +13,237 | +1.54% |
| FirstPurpose Wealth LLC | 18,467 | 18,752 | +285 | +1.54% |
| River Street Advisors LLC | 30,058 | 30,513 | +455 | +1.51% |
| N.E.W. Advisory Services LLC | 1,550,726 | 1,570,914 | +20,188 | +1.30% |
| Ironwood Financial llc | 9,331 | 9,447 | +116 | +1.24% |
| Priebe Wealth Holdings LLC | 76,655 | 77,591 | +936 | +1.22% |
| Simon Quick Advisors LLC | 1,917,806 | 1,940,553 | +22,747 | +1.19% |
| Transform Wealth LLC | 76,153 | 77,027 | +874 | +1.15% |
| Steel Peak Wealth Management LLC | 343,456 | 346,730 | +3,274 | +0.95% |
| Clarus Wealth Advisors | 89,107 | 89,893 | +786 | +0.88% |
| Northwest Capital Management Inc | 5,020 | 5,062 | +42 | +0.84% |
| Partnership Wealth Management LLC | 96,085 | 96,827 | +742 | +0.77% |
| Edmonds Duncan Registered Investment Advisors LLC | 586,148 | 590,520 | +4,372 | +0.75% |
| NBC Securities Inc. | 11,255 | 11,336 | +81 | +0.72% |
| Grandview Asset Management LLC | 6,552 | 6,595 | +43 | +0.66% |
| Personal Resources Investment & Strategic Management Inc. | 388,189 | 390,449 | +2,260 | +0.58% |
| Summit Trail Advisors LLC | 16,097 | 16,181 | +84 | +0.52% |
| Clarity Capital Advisors LLC | 7,891 | 7,932 | +41 | +0.52% |
| Peterson Wealth Advisors LLC | 12,048 | 12,110 | +62 | +0.51% |
| AWM Capital LLC | 14,262 | 14,333 | +71 | +0.50% |
| Breakwater Capital Group | 57,754 | 57,997 | +243 | +0.42% |
| Laurel Wealth Planning LLC | 142,473 | 143,026 | +553 | +0.39% |
| Crescent Sterling Ltd. | 10,238 | 10,273 | +35 | +0.34% |
| Relyea Zuckerberg Hanson LLC | 35,248 | 35,353 | +105 | +0.30% |
| E&G Advisors LP | 31,295 | 31,360 | +65 | +0.21% |
| Tradewinds Capital Management LLC | 38,359 | 38,428 | +69 | +0.18% |
| Safeguard Financial LLC | 17,556 | 17,581 | +25 | +0.14% |
| Annapolis Financial Services LLC | 82,937 | 83,011 | +74 | +0.09% |
| HF Advisory Group LLC | 11,871 | 11,882 | +11 | +0.09% |
| Mcdonald Partners LLC | 12,191 | 12,196 | +5 | +0.04% |
| Fortune 45 LLC | 61,194 | 61,213 | +19 | +0.03% |
| ForthRight Wealth Management LLC | 13,570 | 13,573 | +3 | +0.02% |
| Brown Advisory Inc. | 13,895 | 13,897 | +2 | +0.01% |
| Detalus Advisors LLC | 11,961 | 11,962 | +1 | +0.01% |
| 13F Filers Reporting New Positions In SPYV | ||||
| Salem Investment Counselors Inc. | 0 | 693 | +693 | +100% |
| Woodmont Investment Counsel LLC | 0 | 400 | +400 | +100% |
| Rational Advisors LLC | 0 | 29,974 | +29,974 | +100% |
| Hanson & Doremus Investment Management | 0 | 51 | +51 | +100% |
| Confluence Investment Management LLC | 0 | 343,760 | +343,760 | +100% |
| Mather Group LLC. | 0 | 2,365 | +2,365 | +100% |
| Gunma Bank Ltd. | 0 | 30,000 | +30,000 | +100% |
| Foresight Capital Management Advisors Inc. | 0 | 36,155 | +36,155 | +100% |
| Traynor Capital Management Inc. | 0 | 5,329 | +5,329 | +100% |
| LexAurum Advisors LLC | 0 | 4,000 | +4,000 | +100% |
| Costello Asset Management INC | 0 | 747 | +747 | +100% |
| Hobart Private Capital LLC | 0 | 149,773 | +149,773 | +100% |
| Aspire Private Capital LLC | 0 | 2,137 | +2,137 | +100% |
| Coastal Investment Advisors Inc. | 0 | 974 | +974 | +100% |
| Future Financial Wealth Managment LLC | 0 | 1,627 | +1,627 | +100% |
| Game Plan Financial Advisors LLC | 0 | 375 | +375 | +100% |
| Tempus Wealth Planning LLC | 0 | 16,694 | +16,694 | +100% |
| GoalVest Advisory LLC | 0 | 5,918 | +5,918 | +100% |
| Financial Management Network Inc. | 0 | 5,252 | +5,252 | +100% |
| Williams Financial LLC | 0 | 686,030 | +686,030 | +100% |
| Buttonwood Financial Group LLC | 0 | 177,061 | +177,061 | +100% |
| SOA Wealth Advisors LLC. | 0 | 11,542 | +11,542 | +100% |
| Howard Capital Management Group LLC | 0 | 4,273 | +4,273 | +100% |
| MKT Advisors LLC | 0 | 11,779 | +11,779 | +100% |
| Denver Wealth Management Inc. | 0 | 112,681 | +112,681 | +100% |
| Confluence Wealth Services Inc. | 0 | 9,439 | +9,439 | +100% |
| Global Wealth Strategies & Associates | 0 | 152 | +152 | +100% |
| Simplicity Wealth LLC | 0 | 6,756 | +6,756 | +100% |
| Security Financial Services INC. | 0 | 5,956 | +5,956 | +100% |
| Forza Wealth Management LLC | 0 | 4,165 | +4,165 | +100% |
| Cobblestone Asset Management LLC | 0 | 104,639 | +104,639 | +100% |
| CAP Partners LLC | 0 | 14,601 | +14,601 | +100% |
| Signal Advisors Wealth LLC | 0 | 6,498 | +6,498 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Horizon Bancorp Inc. IN | 240 | 240 | UNCH | 0.00% |
| City Holding Co. | 315 | 315 | UNCH | 0.00% |
| Valley National Advisers Inc. | 4,352 | 4,352 | UNCH | 0.00% |
| Optimum Investment Advisors | 1,200 | 1,200 | UNCH | 0.00% |
| Atwood & Palmer Inc. | 3,765 | 3,765 | UNCH | 0.00% |
| Investment Partners LTD. | 9,002 | 9,002 | UNCH | 0.00% |
| WASHINGTON TRUST Co | 225 | 225 | UNCH | 0.00% |
| Norris Perne & French LLP MI | 4,451 | 4,451 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 340 | 340 | UNCH | 0.00% |
| American National Bank | 513 | 513 | UNCH | 0.00% |
| Phillips Financial Management LLC | 6,782 | 6,782 | UNCH | 0.00% |
| Indiana Trust & Investment Management CO | 3,155 | 3,155 | UNCH | 0.00% |
| Asset Dedication LLC | 1,049 | 1,049 | UNCH | 0.00% |
| Iowa State Bank | 7,400 | 7,400 | UNCH | 0.00% |
| Alpha Cubed Investments LLC | 5,118 | 5,118 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 275 | 275 | UNCH | 0.00% |
| MCF Advisors LLC | 7,767 | 7,767 | UNCH | 0.00% |
| Cambridge Advisors Inc. | 5,130 | 5,130 | UNCH | 0.00% |
| Venturi Wealth Management LLC | 1,122 | 1,122 | UNCH | 0.00% |
| Pinnacle Bank | 4,930 | 4,930 | UNCH | 0.00% |
| Founders Capital Management | 4 | 4 | UNCH | 0.00% |
| Cahaba Wealth Management Inc. | 7,359 | 7,359 | UNCH | 0.00% |
| Carmichael Hill & Associates Inc. | 591 | 591 | UNCH | 0.00% |
| Sound Income Strategies LLC | 260 | 260 | UNCH | 0.00% |
| Essex Savings Bank | 5,985 | 5,985 | UNCH | 0.00% |
| HBW Advisory Services LLC | 10,262 | 10,262 | UNCH | 0.00% |
| Lion Street Advisors LLC | 8,234 | 8,234 | UNCH | 0.00% |
| CVA Family Office LLC | 480 | 480 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 653 | 653 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 3 | 3 | UNCH | 0.00% |
| Twelve Points Wealth Management LLC | 8,081 | 8,081 | UNCH | 0.00% |
| Spring Capital Management LLC | 18,490 | 18,490 | UNCH | 0.00% |
| 626 Financial LLC | 14,377 | 14,377 | UNCH | 0.00% |
| Byrne Asset Management LLC | 360 | 360 | UNCH | 0.00% |
| FSC Wealth Advisors LLC | 78 | 78 | UNCH | 0.00% |
| Coston McIsaac & Partners | 1,917 | 1,917 | UNCH | 0.00% |
| Register Financial Advisors LLC | 1,385 | 1,385 | UNCH | 0.00% |
| Halpern Financial Inc. | 1,850 | 1,850 | UNCH | 0.00% |
| Wetzel Investment Advisors Inc. | 2,022 | 2,022 | UNCH | 0.00% |
| Arbor Wealth Advisors LLC | 9,650 | 9,650 | UNCH | 0.00% |
| Voisard Asset Management Group Inc. | 831 | 831 | UNCH | 0.00% |
| FF Advisors LLC | 62,475 | 62,475 | UNCH | 0.00% |
| 13F Filers Decreasing SPYV Share Count | ||||
| Greystone Financial Group LLC | 31,348 | 6,677 | -24,671 | -78.70% |
| TAP Consulting LLC | 21,048 | 4,757 | -16,291 | -77.40% |
| Gradient Investments LLC | 4,358 | 1,152 | -3,206 | -73.57% |
| Park Avenue Securities LLC | 69,815 | 32,739 | -37,076 | -53.11% |
| Centennial Wealth Advisory LLC | 182,971 | 88,180 | -94,791 | -51.81% |
| Wealth Enhancement Advisory Services LLC | 1,656,504 | 810,941 | -845,563 | -51.05% |
| Independent Wealth Network Inc. | 132,504 | 83,268 | -49,236 | -37.16% |
| Drive Wealth Management LLC | 39,005 | 24,593 | -14,412 | -36.95% |
| Helen Stephens Group LLC | 7,898 | 5,167 | -2,731 | -34.58% |
| IMC Chicago LLC | 21,160 | 13,960 | -7,200 | -34.03% |
| Hartford Financial Management Inc. | 672 | 459 | -213 | -31.70% |
| Newbridge Financial Services Group Inc. | 5,392 | 3,685 | -1,707 | -31.66% |
| Hengehold Capital Management LLC | 17,758 | 12,603 | -5,155 | -29.03% |
| Ballentine Partners LLC | 8,911 | 6,354 | -2,557 | -28.69% |
| Toth Financial Advisory Corp | 56 | 40 | -16 | -28.57% |
| Versant Capital Management Inc | 115 | 84 | -31 | -26.96% |
| Hudson Valley Investment Advisors Inc. ADV | 11,819 | 8,905 | -2,914 | -24.66% |
| Flagship Harbor Advisors LLC | 1,227,544 | 944,420 | -283,124 | -23.06% |
| Colton Groome Financial Advisors LLC | 110,485 | 85,476 | -25,009 | -22.64% |
| Ashton Thomas Private Wealth LLC | 7,394 | 5,802 | -1,592 | -21.53% |
| Founders Financial Securities LLC | 888,936 | 698,083 | -190,853 | -21.47% |
| Kingswood Wealth Advisors LLC | 7,085 | 5,810 | -1,275 | -18.00% |
| Sharper & Granite LLC | 8,115 | 6,695 | -1,420 | -17.50% |
| Monticello Wealth Management LLC | 228,673 | 196,468 | -32,205 | -14.08% |
| PSI Advisors LLC | 49,955 | 43,040 | -6,915 | -13.84% |
| Cornerstone Wealth Management LLC | 52,756 | 45,596 | -7,160 | -13.57% |
| Apella Capital LLC | 5,187 | 4,498 | -689 | -13.28% |
| Moisand Fitzgerald Tamayo LLC | 7,010 | 6,080 | -930 | -13.27% |
| Sunbelt Securities Inc. | 857 | 746 | -111 | -12.95% |
| Fragasso Group Inc. | 10,007 | 8,781 | -1,226 | -12.25% |
| CHURCHILL MANAGEMENT Corp | 176,701 | 155,948 | -20,753 | -11.74% |
| Capstone Triton Financial Group LLC | 33,537 | 29,973 | -3,564 | -10.63% |
| Raymond James Financial Services Advisors Inc. | 4,636,515 | 4,175,982 | -460,533 | -9.93% |
| Wallace Advisory Group LLC | 11,536 | 10,517 | -1,019 | -8.83% |
| Thompson Investment Management Inc. | 2,502 | 2,302 | -200 | -7.99% |
| Whitcomb & Hess Inc. | 935,686 | 862,336 | -73,350 | -7.84% |
| OneAscent Financial Services LLC | 32,302 | 29,779 | -2,523 | -7.81% |
| Bremer Bank National Association | 8,795 | 8,162 | -633 | -7.20% |
| Advance Capital Management Inc. | 17,525 | 16,348 | -1,177 | -6.72% |
| Ackerman Capital Advisors LLC | 390,298 | 367,001 | -23,297 | -5.97% |
| Bill Few Associates Inc. | 4,800 | 4,520 | -280 | -5.83% |
| Aurum Wealth Management Group LLC | 91,690 | 86,420 | -5,270 | -5.75% |
| Lantz Financial LLC | 14,439 | 13,621 | -818 | -5.67% |
| Measured Wealth Private Client Group LLC | 723,034 | 687,020 | -36,014 | -4.98% |
| BKD Wealth Advisors LLC | 7,942 | 7,558 | -384 | -4.84% |
| Strategic Financial Concepts LLC | 30,733 | 29,264 | -1,469 | -4.78% |
| Westside Investment Management Inc. | 1,320 | 1,257 | -63 | -4.77% |
| Choice Wealth Advisors LLC | 549,564 | 528,449 | -21,115 | -3.84% |
| Invera Wealth Advisors LLC | 7,734 | 7,460 | -274 | -3.54% |
| Pure Financial Advisors Inc. | 404,228 | 390,287 | -13,941 | -3.45% |
| IAG Wealth Partners LLC | 87,542 | 85,109 | -2,433 | -2.78% |
| Walkner Condon Financial Advisors LLC | 4,595 | 4,468 | -127 | -2.76% |
| BCS Wealth Management | 123,941 | 120,701 | -3,240 | -2.61% |
| Spire Wealth Management | 209,885 | 204,656 | -5,229 | -2.49% |
| Systelligence LLC | 265,214 | 258,943 | -6,271 | -2.36% |
| Regions Financial Corp | 18,518 | 18,118 | -400 | -2.16% |
| Inspirion Wealth Advisors LLC | 595,650 | 585,273 | -10,377 | -1.74% |
| Grimes & Company Inc. | 7,002 | 6,903 | -99 | -1.41% |
| Main Street Financial Solutions LLC | 5,416 | 5,344 | -72 | -1.33% |
| Eclectic Associates Inc. ADV | 38,041 | 37,542 | -499 | -1.31% |
| McAdam LLC | 315,159 | 311,305 | -3,854 | -1.22% |
| Platte River Wealth Advisors LLC | 38,441 | 37,976 | -465 | -1.21% |
| RDA Financial Network | 85,683 | 84,696 | -987 | -1.15% |
| Seaside Wealth Management Inc. | 45,904 | 45,388 | -516 | -1.12% |
| Weitzel Financial Services Inc. | 33,838 | 33,482 | -356 | -1.05% |
| Blue Bell Private Wealth Management LLC | 8,893 | 8,809 | -84 | -0.94% |
| Cooper Financial Group | 118,102 | 117,166 | -936 | -0.79% |
| Juncture Wealth Strategies LLC | 206,307 | 204,761 | -1,546 | -0.75% |
| Somerset Trust Co | 8,967 | 8,913 | -54 | -0.60% |
| Red Tortoise LLC | 72,598 | 72,167 | -431 | -0.59% |
| Windsor Capital Management LLC | 424,564 | 422,223 | -2,341 | -0.55% |
| Navalign LLC | 339,749 | 338,301 | -1,448 | -0.43% |
| Occidental Asset Management LLC | 118,522 | 118,193 | -329 | -0.28% |
| WJ Wealth Management LLC | 51,178 | 51,038 | -140 | -0.27% |
| Intergy Private Wealth LLC | 123,109 | 122,973 | -136 | -0.11% |
| Towerpoint Wealth LLC | 22,088 | 22,069 | -19 | -0.09% |
| Fifth Third Bancorp | 75,639 | 75,569 | -70 | -0.09% |
| ERTS Wealth Advisors LLC | 1,543,508 | 1,542,886 | -622 | -0.04% |
| 13F Filers Exiting SPYV | ||||
| New Century Financial Group LLC | 24,705 | 0 | -24,705 | -100.00% |
| BKM Wealth Management LLC | 551 | 0 | -551 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 595 | 0 | -595 | -100.00% |
| Sandy Cove Advisors LLC | 12,787 | 0 | -12,787 | -100.00% |
| Koss Olinger Consulting LLC | 14,620 | 0 | -14,620 | -100.00% |
| Bridge Advisory LLC | 4,386 | 0 | -4,386 | -100.00% |
| Cordant Inc. | 43 | 0 | -43 | -100.00% |
| Advisor Resource Council | 272,230 | 0 | -272,230 | -100.00% |
| International Assets Investment Management LLC | 64,619 | 0 | -64,619 | -100.00% |
| First Pacific Financial | 35 | 0 | -35 | -100.00% |
| Aprio Wealth Management LLC | 25,245 | 0 | -25,245 | -100.00% |
| Synergy Financial Management LLC | 5,796 | 0 | -5,796 | -100.00% |
| Steele Capital Management Inc. | 5,330 | 0 | -5,330 | -100.00% |
| Miracle Mile Advisors LLC | 4,376 | 0 | -4,376 | -100.00% |
| Financial Management Professionals Inc. | 4,400 | 0 | -4,400 | -100.00% |
| First Financialcorp IN | 1,902 | 0 | -1,902 | -100.00% |
See Summary: Institutional Holders of SPYV
See Details: Top 10 Hedge Funds Holding SPYV
