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
BRWA
276
B. Riley Wealth Advisors
Florida
$780K -$1.55M -39,094 -66%
ISWM
277
Independent Solutions Wealth Management
New York
$771K +$59.8K +1,512 +8%
CB
278
Community Bank
New York
$761K -$204K -5,170 -21%
PFGIA
279
Patriot Financial Group Insurance Agency
Massachusetts
$737K +$673K +17,032 +1,061%
WPW
280
Waldron Private Wealth
Pennsylvania
$736K
LJAC
281
L.J. Altfest & Co
New York
$725K -$12.6K -319 -2%
JP Morgan Chase
282
JP Morgan Chase
New York
$717K -$5.03M -127,311 -88%
PC
283
Pecaut & Co
Iowa
$710K +$710K +17,957 New
PWM
284
Perigon Wealth Management
California
$704K +$119 +3 +0%
FNBOO
285
First National Bank of Omaha
Nebraska
$698K
MAM
286
Meeder Asset Management
Ohio
$689K +$73.3K +1,854 +12%
RFA
287
Reilly Financial Advisors
California
$653K -$31.2K -790 -5%
MIAS
288
Mason Investment Advisory Services
Virginia
$647K
Bank of New York Mellon
289
Bank of New York Mellon
New York
$623K -$5.97K -151 -0.9%
FTS
290
Fifth Third Securities
Ohio
$623K +$361K +9,135 +138%
LNC
291
Lincoln National Corp
Pennsylvania
$621K +$9.21K +233 +2%
RFC
292
Regions Financial Corp
Alabama
$617K
MAWCM
293
Mine & Arao Wealth Creation & Management
California
$616K +$1.46K +37 +0.2%
AA
294
Argent Advisors
Louisiana
$615K +$615K +15,554 New
DA
295
Detalus Advisors
Missouri
$603K -$39.5K -1,000 -6%
BTWM
296
Baker Tilly Wealth Management
Wisconsin
$579K +$3.48K +88 +0.6%
PC
297
Permanens Capital
New York
$561K -$333K -8,425 -37%
MP
298
McDonald Partners
Ohio
$561K -$10.5K -265 -2%
KM
299
Kalos Management
Georgia
$559K -$49.5K -1,253 -8%
GKWIM
300
Gerber Kawasaki Wealth & Investment Management
California
$557K +$226K +5,727 +68%