We are live on ! Find out more
SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
351
Centerpoint Advisors
Massachusetts
$727K – – –
6F
352
626 Financial
Michigan
$696K +$765K +20,166 New
CWM
353
Cedar Wealth Management
California
$691K +$250K +6,585 +49%
LJAC
354
L.J. Altfest & Co
New York
$671K +$3.11K +82 +0.4%
LBC
355
Lowe Brockenbrough & Co
Virginia
$666K -$162K -4,260 -18%
WA
356
Wealthstream Advisors
New York
$665K +$12.1K +320 +2%
ASN
357
Advisory Services Network
Georgia
$662K -$1.23M -32,470 -63%
ACM
358
Advance Capital Management
Michigan
$652K +$241K +6,351 +51%
MCC
359
Money Concepts Capital
Florida
$651K +$34.6K +912 +5%
SCM
360
Spring Capital Management
Texas
$646K +$711K +18,740 New
SF
361
Safeguard Financial
Wisconsin
$643K +$7.44K +196 +1%
WPW
362
Waldron Private Wealth
Pennsylvania
$642K – – –
MA
363
Mutual Advisors
Nebraska
$638K +$355K +9,355 +102%
CRC
364
Curi RMB Capital
Illinois
$636K +$700K +18,442 New
AC
365
AWM Capital
Arizona
$626K +$3.6K +95 +0.6%
IFG
366
Independent Financial Group
California
$623K +$199K +5,242 +41%
IHWM
367
Iron Horse Wealth Management
Iowa
$615K -$286K -7,526 -30%
WWA
368
WCG Wealth Advisors
Nevada
$611K -$336K -8,844 -33%
RFN
369
Redwood Financial Network
Ohio
$606K +$26.5K +698 +4%
GT
370
Greenleaf Trust
Michigan
$605K -$1.33K -35 -0.2%
CL
371
COWA LLC
Oklahoma
$593K -$8.38K -221 -1%
BF
372
BOK Financial
Oklahoma
$575K -$140K -3,690 -18%
DA
373
Detalus Advisors
Missouri
$572K – – –
PMG
374
ProVise Management Group
Florida
$566K +$4.36K +115 +0.7%
PWM
375
Perigon Wealth Management
California
$566K +$26.2K +691 +4%
13 14
15
16 17