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
CWMGP
301
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$932K +$906K +22,196 New
SFS
302
Sowell Financial Services
Arkansas
$925K +$64K +1,568 +8%
CPIG
303
Chicago Partners Investment Group
Illinois
$899K +$129K +3,154 +17%
LJAC
304
L.J. Altfest & Co
New York
$883K -$43.8K -1,074 -5%
CFGS
305
Concourse Financial Group Securities
Alabama
$879K -$571 -14 -0.1%
SPWM
306
Schrum Private Wealth Management
Florida
$872K +$847K +20,751 New
GKWIM
307
Gerber Kawasaki Wealth & Investment Management
California
$863K +$221K +5,410 +36%
RFC
308
Regions Financial Corp
Alabama
$860K +$199K +4,877 +31%
PMG
309
ProVise Management Group
Florida
$850K +$29.5K +723 +4%
CFA
310
Compass Financial Advisors
Indiana
$845K +$821K +20,112 New
SF
311
Summit Financial
New Jersey
$843K +$820K +20,082 New
Bank of New York Mellon
312
Bank of New York Mellon
New York
$839K +$175K +4,284 +27%
BRWA
313
B. Riley Wealth Advisors
Florida
$830K +$3.02K +74 +0.4%
AMG
314
Asset Management Group
Connecticut
$827K +$141K +3,456 +21%
FPW
315
Flagship Private Wealth
Massachusetts
$819K -$196K -4,809 -20%
WAP
316
Wealthcare Advisory Partners
Pennsylvania
$810K -$4.31M -105,484 -85%
ISWM
317
Independent Solutions Wealth Management
New York
$801K -$1.47K -36 -0.2%
PWM
318
Perigon Wealth Management
California
$795K +$46K +1,126 +6%
TC
319
Trilogy Capital
California
$784K +$182K +4,454 +31%
WPW
320
Waldron Private Wealth
Pennsylvania
$782K – – –
DWM
321
Dakota Wealth Management
Florida
$771K +$240K +5,871 +47%
WA
322
Wealthstream Advisors
New York
$762K +$741K +18,145 New
CB
323
Community Bank
New York
$761K -$27.8K -680 -4%
FNBOO
324
First National Bank of Omaha
Nebraska
$739K -$7.55K -185 -1%
GT
325
Greenleaf Trust
Michigan
$739K +$1.43K +35 +0.2%