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
B
301
Bridgeworth
Alabama
$1.23M +$321K +8,115 +32%
CWM
302
Cordatus Wealth Management
Pennsylvania
$1.23M -$83.6K -2,112 -6%
PFS
303
Prospera Financial Services
Texas
$1.23M -$83.6K -2,112 -6%
CAPTRUST Financial Advisors
304
CAPTRUST Financial Advisors
North Carolina
$1.22M +$751K +18,958 +133%
HF
305
HRT Financial
New York
$1.21M +$1.3M +32,752 New
FPW
306
Flagship Private Wealth
Massachusetts
$1.19M +$79K +1,995 +7%
AWM
307
Axxcess Wealth Management
California
$1.17M -$130K -3,294 -9%
HI
308
Harbour Investments
Wisconsin
$1.16M +$1.25M +31,481 New
LNC
309
Lincoln National Corp
Pennsylvania
$1.16M +$367K +9,262 +42%
SPC
310
Sigma Planning Corp
Michigan
$1.15M -$38.4K -970 -3%
JP Morgan Chase
311
JP Morgan Chase
New York
$1.14M -$107K -2,709 -8%
LFM
312
Lumina Fund Management
New York
$1.14M
HWM
313
Howard Wealth Management
Connecticut
$1.11M -$73.5K -1,855 -6%
LMKC
314
L.M. Kohn & Company
Ohio
$1.1M -$36.3K -917 -3%
RCAG
315
Rehmann Capital Advisory Group
Michigan
$1.09M -$52.1K -1,316 -4%
Renaissance Technologies
316
Renaissance Technologies
New York
$1.09M +$1.17M +29,600 New
FIM
317
Fernwood Investment Management
Massachusetts
$1.08M +$52.8K +1,334 +5%
LDB
318
Lee, Danner & Bass
Tennessee
$1.07M
TC
319
Trilogy Capital
California
$1.06M +$172K +4,331 +18%
LF
320
Lantz Financial
Illinois
$1.06M -$129K -3,250 -10%
CPIG
321
Chicago Partners Investment Group
Illinois
$1.05M +$51.6K +1,302 +5%
IWC
322
Integrated Wealth Concepts
Massachusetts
$1.03M -$1.02M -25,710 -48%
HLOC
323
H.L. Ormond & Company
North Carolina
$1.03M +$117K +2,950 +12%
IAN
324
Integrated Advisors Network
Texas
$1M -$5.62K -142 -0.5%
WWA
325
WCG Wealth Advisors
Nevada
$978K +$1.05M +26,562 New