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
IF
276
Intrua Financial
Texas
$2.45M +$119K +2,875 +5%
WWM
277
WJ Wealth Management
Arizona
$2.44M +$1.1M +26,557 +89%
TFGT
278
TS Financial Group (TSFG)
Illinois
$2.44M -$91.3K -2,212 -4%
WCA
279
Waypoint Capital Advisors
Minnesota
$2.36M
MA
280
MONECO Advisors
Connecticut
$2.35M +$1.85M +44,852 +475%
SHJ
281
Sharkey, Howes & Javer
Colorado
$2.34M -$1.11M -26,911 -33%
OBWG
282
Onyx Bridge Wealth Group
New York
$2.34M -$42.1K -1,019 -2%
1SB
283
1ST Source Bank
Indiana
$2.27M -$169K -4,088 -7%
SF
284
Summit Financial
New Jersey
$2.26M +$434K +10,510 +25%
RWMH
285
Riverpoint Wealth Management Holdings
Illinois
$2.24M -$23K -558 -1%
FTS
286
Fifth Third Securities
Ohio
$2.23M +$17.1K +415 +0.8%
TC
287
Trilogy Capital
California
$2.22M +$148K +3,582 +8%
OWA
288
Opal Wealth Advisors
New York
$2.18M +$106K +2,556 +5%
SWM
289
Seaside Wealth Management
California
$2.15M -$6.15K -149 -0.3%
NFC
290
Northeast Financial Consultants
Connecticut
$2.11M +$793K +19,208 +65%
CWA
291
Clarus Wealth Advisors
Arizona
$2.1M +$73.3K +1,775 +4%
OCBCO
292
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.08M -$227K -5,492 -10%
SCM
293
SCS Capital Management
Massachusetts
$2.04M
USCWA
294
U.S. Capital Wealth Advisors
Texas
$2.03M -$59.8K -1,449 -3%
SWA
295
Stratos Wealth Advisors
Ohio
$2.02M +$59.6K +1,443 +3%
BCI
296
Brinker Capital Investments
Pennsylvania
$2M +$396K +9,600 +26%
OPS
297
Orion Portfolio Solutions
Nebraska
$2M +$396K +9,600 +26%
AO
298
Advisor OS
Illinois
$1.99M +$114K +2,755 +6%
Citadel Advisors
299
Citadel Advisors
Florida
$1.95M -$4.01M -97,172 -68%
TCWM
300
Total Clarity Wealth Management
Illinois
$1.94M +$1.86M +44,988 New