We are live on ! Find out more
SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
251
TAGStone Capital
North Carolina
$3.53M +$108K +2,497 +3%
BCG
252
Breakwater Capital Group
New Jersey
$3.52M -$451K -10,403 -11%
WEG
253
World Equity Group
Illinois
$3.51M +$3.11M +71,889 +542%
FAIM
254
Financial Advocates Investment Management
Washington
$3.5M +$337K +7,775 +10%
GFPC
255
Global Financial Private Client
Florida
$3.44M – – –
TFA
256
Tranquilli Financial Advisor
New Jersey
$3.35M -$139K -3,211 -4%
Koshinski Asset Management
257
Koshinski Asset Management
Illinois
$3.28M -$544K -12,563 -14%
Bank of Montreal
258
Bank of Montreal
Ontario, Canada
$3.28M +$432K +9,968 +15%
TW
259
Transform Wealth
Colorado
$3.17M -$29.1K -672 -0.9%
IWP
260
IAG Wealth Partners
Wisconsin
$3.17M -$169K -3,913 -5%
IP
261
Ignite Planners
California
$3.16M +$3.37M +77,696 New
CWM
262
Cornerstone Wealth Management
Missouri
$3.13M -$316K -7,288 -9%
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$3.13M +$52.9K +1,221 +2%
Creative Planning
264
Creative Planning
Kansas
$3.08M -$536K -12,370 -14%
HHGC
265
Hunting Hill Global Capital
New York
$3.05M +$1.43M +33,000 +81%
IGWM
266
ICA Group Wealth Management
Colorado
$3.04M +$405K +9,353 +15%
SWA
267
Stratos Wealth Advisors
Ohio
$2.97M +$1.09M +25,209 +54%
PTC
268
Private Trust Company
Ohio
$2.96M +$541K +12,492 +21%
GWP
269
Gateway Wealth Partners
Wisconsin
$2.94M -$587K -13,555 -16%
SPIA
270
Steward Partners Investment Advisory
New York
$2.9M +$187K +4,308 +7%
SF
271
Summit Financial
New Jersey
$2.83M +$700K +16,151 +31%
RTL
272
Red Tortoise LLC
Georgia
$2.82M +$10.5K +243 +0.4%
TCWM
273
Total Clarity Wealth Management
Illinois
$2.82M +$1.01M +23,399 +52%
RIM
274
Redwood Investment Management
Arizona
$2.81M +$2.95M +68,123 New
VW
275
Vance Wealth
California
$2.8M -$102K -2,344 -3%