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
AWM
326
Accel Wealth Management
Iowa
$133K +$126K +3,868 New
US Bancorp
327
US Bancorp
Minnesota
$130K +$38.2K +1,176 +45%
ADIM
328
Alpha DNA Investment Management
Maryland
$127K +$120K +3,700 New
PP
329
PrairieView Partners
Minnesota
$122K -$3.35K -103 -3%
SMA
330
Sage Mountain Advisors
Georgia
$117K +$110K +3,391 New
AIC
331
Ayalon Insurance Company
Israel
$109K +$81.9K +2,519 +387%
LWANC
332
Laurel Wealth Advisors (North Carolina)
North Carolina
$95K +$23.2K +715 +35%
PB
333
Pinnacle Bancorp
Nebraska
$94K – – –
RCA
334
Ranch Capital Advisors
Florida
$80K -$84.6K -2,603 -53%
SNT
335
Security National Trust
West Virginia
$78K – – –
AssetMark Inc
336
AssetMark Inc
California
$73K -$181K -5,578 -72%
FHC
337
First Horizon Corporation
Tennessee
$72K – – –
PFGIA
338
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$29K +891 +77%
NL
339
NVWM LLC
Pennsylvania
$64K +$60.2K +1,854 New
TRCT
340
Tower Research Capital (TRC)
New York
$62K -$181K -5,574 -76%
PNC Financial Services Group
341
PNC Financial Services Group
Pennsylvania
$56K – – –
FCH
342
Freestone Capital Holdings
Washington
$56K +$52.9K +1,628 New
BWM
343
Baystate Wealth Management
Massachusetts
$54K +$51.3K +1,578 New
VRM
344
Vectors Research Management
New York
$53K -$70K -2,154 -58%
PWMG
345
Prestige Wealth Management Group
New Jersey
$51K – – –
WWMSC
346
Wagner Wealth Management (South Carolina)
South Carolina
$51K +$48.2K +1,482 New
VFA
347
Valeo Financial Advisors
Indiana
$48K +$45K +1,386 New
TIM
348
Tortoise Investment Management
New York
$47K – – –
KPCM
349
Kings Point Capital Management
New York
$47K +$44.3K +1,364 New
HNB
350
Huntington National Bank
Ohio
$45K – – –