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
SW
326
SVB Wealth
Massachusetts
$4.38M -$1.54M -29,753 -26%
TW
327
Transform Wealth
Colorado
$4.37M +$132K +2,553 +3%
FIA
328
Foundations Investment Advisors
Arizona
$4.35M -$1.82M -35,098 -29%
CFG
329
Citizens Financial Group
Rhode Island
$4.35M +$109K +2,094 +3%
AI
330
Atom Investors
Texas
$4.32M +$4.38M +84,534 New
MW
331
Marcum Wealth
Ohio
$4.27M +$61.9K +1,193 +1%
OSAM
332
O'Shaughnessy Asset Management
Connecticut
$4.25M +$1.91M +36,869 +79%
GSWM
333
Golden State Wealth Management
California
$4.19M +$26.2K +505 +0.6%
CWA
334
Clarus Wealth Advisors
Arizona
$4.19M +$268K +5,173 +6%
BBA
335
Braun-Bostich & Associates
Pennsylvania
$4.17M +$1.55M +29,804 +58%
CCAL
336
City Center Advisors LLC
Michigan
$4.12M -$148K -2,846 -3%
MCM
337
MidAtlantic Capital Management
Virginia
$4.09M
IWP
338
IAG Wealth Partners
Wisconsin
$4.07M -$106K -2,036 -2%
SWP
339
SIMA Wealth Partners
Virginia
$4.03M +$432K +8,329 +12%
PWH
340
Priebe Wealth Holdings
Minnesota
$4M -$118K -2,268 -3%
SHJ
341
Sharkey, Howes & Javer
Colorado
$3.96M +$557K +10,735 +16%
IFG
342
Independent Financial Group
California
$3.92M +$434K +8,372 +12%
TSWM
343
Tyler-Stone Wealth Management
Ohio
$3.91M +$30K +578 +0.8%
WC
344
Waterloo Capital
Texas
$3.87M +$1.96M +37,748 +99%
AMM
345
American Money Management
California
$3.85M -$22.1K -427 -0.6%
MW
346
Members Wealth
Pennsylvania
$3.8M +$174K +3,346 +5%
CWM
347
Copia Wealth Management
Oregon
$3.77M +$49.8K +961 +1%
PWM
348
Perigon Wealth Management
California
$3.75M -$275K -5,306 -7%
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
$3.71M -$164K -3,165 -4%
RBWA
350
RFG - Bristol Wealth Advisors
Massachusetts
$3.67M +$322K +6,204 +9%