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
CFGS
301
Concourse Financial Group Securities
Alabama
$121K +$79.7K +2,386 +220%
IFWM
302
Institute for Wealth Management
Colorado
$118K +$113K +3,380 New
BA
303
Ballast Advisors
Minnesota
$115K +$110K +3,305 New
Deutsche Bank
304
Deutsche Bank
Germany
$111K +$50.8K +1,521 +91%
MCWS
305
McKinley Carter Wealth Services
West Virginia
$95K +$91.3K +2,731 New
SFS
306
Sowell Financial Services
Arkansas
$88K -$429K -12,842 -84%
FGAM
307
Financial Gravity Asset Management
Texas
$88K +$84K +2,514 +121%
SNT
308
Security National Trust
West Virginia
$79K +$76K +2,276 New
FCM
309
Firestone Capital Management
Florida
$78K +$74.7K +2,235 New
Bessemer Group
310
Bessemer Group
New Jersey
$78K +$74.8K +2,240 New
TRCT
311
Tower Research Capital (TRC)
New York
$78K +$74.8K +2,240 New
CA
312
CXI Advisors
Indiana
$72K +$69K +2,064 New
BWA
313
BDO Wealth Advisors
Florida
$67K +$63.9K +1,912 New
FM
314
Family Management
New York
$65K +$1.2K +36 +2%
IBOK
315
Independence Bank of Kentucky
Kentucky
$63K
LWANC
316
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K +$56.6K +1,693 +1,992%
BC
317
Belmont Capital
California
$57K +$54.3K +1,625 New
TCWM
318
Total Clarity Wealth Management
Illinois
$52K +$50.1K +1,500 New
JAWM
319
J. Arnold Wealth Management
Ohio
$51K +$49.1K +1,470 New
AAP
320
Arax Advisory Partners
Colorado
$45K +$17.5K +524 +69%
LAS
321
Lloyd Advisory Services
Georgia
$43K +$40.9K +1,224 New
CIAS
322
Capital Investment Advisory Services
North Carolina
$37K -$5.35K -160 -13%
NFG
323
Next Financial Group
Texas
$35K +$5.85K +175 +21%
TIM
324
Tortoise Investment Management
New York
$34K
CAL
325
Capital Advisors Ltd
Ohio
$34K +$32.4K +970 New