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
WA
351
Wealthstream Advisors
New York
$779K +$21.1K +511 +3%
WPW
352
Waldron Private Wealth
Pennsylvania
$778K
OC
353
Oppenheimer & Co
New York
$776K +$767K +18,592 New
AAS
354
Ameritas Advisory Services
Nebraska
$760K +$96.8K +2,346 +15%
PWM
355
Perigon Wealth Management
California
$753K -$37.5K -910 -5%
RFC
356
Regions Financial Corp
Alabama
$751K -$102K -2,477 -12%
CL
357
COWA LLC
Oklahoma
$746K +$189K +4,572 +34%
FNBOO
358
First National Bank of Omaha
Nebraska
$734K
GT
359
Greenleaf Trust
Michigan
$734K
CP
360
Castleview Partners
Texas
$732K -$29M -703,232 -98%
PC
361
Permanens Capital
New York
$729K +$124K +3,009 +21%
ATPW
362
Ashton Thomas Private Wealth
Arizona
$716K +$15.4K +373 +2%
WSWA
363
Warren Street Wealth Advisors
California
$713K -$5.57M -134,970 -89%
WMR
364
Wealth Management Resources
Rhode Island
$712K -$19.8K -479 -3%
MAG
365
MRA Advisory Group
New Jersey
$702K +$693K +16,804 New
IMC Chicago
366
IMC Chicago
Illinois
$695K +$687K +16,645 New
MIAS
367
Mason Investment Advisory Services
Virginia
$683K
DA
368
Detalus Advisors
Missouri
$678K
MP
369
McDonald Partners
Ohio
$677K +$669K +16,210 New
GEA
370
Glen Eagle Advisors
New Jersey
$675K +$290K +7,041 +77%
CWM
371
Cedar Wealth Management
California
$669K -$406K -9,838 -38%
MAWCM
372
Mine & Arao Wealth Creation & Management
California
$668K -$14.6K -353 -2%
AA
373
Argent Advisors
Louisiana
$653K
KOC
374
Koss-Olinger Consulting
Florida
$652K +$42.7K +1,036 +7%
AC
375
AWM Capital
Arizona
$649K -$587K -14,239 -48%