We are live on ! Find out more
SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
301
Koss-Olinger Consulting
Florida
$563K +$28.2K +706 +5%
SMA
302
Sage Mountain Advisors
Georgia
$558K +$419K +10,489 +276%
BTWM
303
Baker Tilly Wealth Management
Wisconsin
$555K -$16.2K -405 -3%
TC
304
Trilogy Capital
California
$555K +$12.8K +320 +2%
WA
305
Wambolt & Associates
Colorado
$543K +$97K +2,430 +21%
BMD
306
Better Money Decisions
New Mexico
$536K +$2.56K +64 +0.5%
CS
307
Capital Square
Tennessee
$535K +$18.1K +452 +3%
MOS
308
MGO One Seven
Ohio
$531K +$520K +13,026 New
FMN
309
Financial Management Network
California
$527K +$23.6K +592 +5%
AIC
310
Ameritas Investment Company
Nebraska
$519K +$83.8K +2,099 +19%
MAM
311
Meeder Asset Management
Ohio
$516K -$168K -4,195 -24%
SL
312
Salomon & Ludwin
Virginia
$514K +$95.8K +2,399 +22%
VCM
313
Virtue Capital Management
Tennessee
$513K +$525K +13,156 New
PC
314
Permanens Capital
New York
$509K -$45.1K -1,130 -8%
CA
315
Cetera Advisors
Colorado
$506K +$89.4K +2,239 +21%
CL
316
COWA LLC
Oklahoma
$501K -$17K -425 -3%
CMO
317
Covenant Multifamily Offices
Texas
$498K +$11.3K +283 +2%
FPCP
318
Fort Point Capital Partners
California
$495K +$507K +12,705 New
C
319
Certuity
Florida
$488K +$157K +3,934 +47%
DWM
320
Dakota Wealth Management
Florida
$486K +$149K +3,741 +43%
BC
321
Brio Consultants
California
$475K -$6.11K -153 -1%
FFG
322
Frisch Financial Group
New York
$475K +$13.1K +329 +3%
CT
323
Caldwell Trust
Florida
$473K – – –
MCM
324
MAI Capital Management
Ohio
$473K +$200K +5,010 +70%
LWM
325
Laidlaw Wealth Management
New York
$469K +$227K +5,688 +90%
11 12
13
14 15