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
MWM
326
Modera Wealth Management
New Jersey
$1.6M -$100K -2,313 -6%
TSWM
327
Tyler-Stone Wealth Management
Ohio
$1.6M -$15.5K -357 -0.9%
TCM
328
Tradewinds Capital Management
Washington
$1.59M -$6.93K -160 -0.4%
PA
329
PSI Advisors
Florida
$1.56M +$410K +9,458 +33%
CTFG
330
Capstone Triton Financial Group
Oklahoma
$1.56M +$24.5K +566 +2%
PA
331
PFG Advisors
Arizona
$1.54M +$131K +3,030 +9%
PWA
332
Phoenix Wealth Advisors
North Carolina
$1.53M +$338K +7,808 +27%
OIA
333
OneDigital Investment Advisors
Kansas
$1.52M -$19.5K -451 -1%
PFS
334
Prospera Financial Services
Texas
$1.5M +$44.7K +1,031 +3%
FIM
335
Fernwood Investment Management
Massachusetts
$1.48M – – –
SHJ
336
Sharkey, Howes & Javer
Colorado
$1.47M -$805K -18,575 -34%
CFG
337
Citizens Financial Group
Rhode Island
$1.45M -$108K -2,492 -7%
LWANC
338
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.45M +$173 +4 +0%
PAS
339
Park Avenue Securities
New York
$1.42M +$7.58K +175 +0.5%
LMKC
340
L.M. Kohn & Company
Ohio
$1.41M +$75.2K +1,736 +5%
DWM
341
Darwin Wealth Management
Florida
$1.4M -$25.9K -598 -2%
WFS
342
Weitzel Financial Services
Iowa
$1.37M -$74.4K -1,717 -5%
BEI
343
Benjamin Edwards Inc
Missouri
$1.36M -$108K -2,492 -7%
CWM
344
Cordatus Wealth Management
Pennsylvania
$1.35M +$41.3K +954 +3%
BWFA
345
Baltimore-Washington Financial Advisors
Maryland
$1.35M -$9.74K -225 -0.7%
IFA
346
Index Fund Advisors
California
$1.33M -$25.3K -584 -2%
BNP Paribas Financial Markets
347
BNP Paribas Financial Markets
France
$1.32M -$303 -7 -0%
Vontobel Holding
348
Vontobel Holding
Switzerland
$1.32M – – –
WWA
349
WCG Wealth Advisors
Nevada
$1.32M +$810K +18,706 +141%
FPW
350
Flagship Private Wealth
Massachusetts
$1.3M -$72.4K -1,672 -5%