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
WMR
426
Wealth Management Resources
Rhode Island
$394K -$31K -817 -7%
FMN
427
Financial Management Network
California
$394K -$14.6K -385 -3%
AAS
428
Ameritas Advisory Services
Nebraska
$393K -$14.5K -383 -3%
FI
429
Financial Insights
Washington
$393K +$56.9K +1,500 +15%
FWM
430
ForthRight Wealth Management
Georgia
$384K -$29.4K -775 -7%
WSTAM
431
Wilbanks Smith & Thomas Asset Management
Virginia
$382K – – –
KIA
432
Kraematon Investment Advisors
Massachusetts
$377K +$1.33K +35 +0.3%
HVIA
433
Hudson Valley Investment Advisors
New York
$374K +$50K +1,319 +14%
CG
434
Colony Group
Massachusetts
$372K +$1.06K +28 +0.3%
APWA
435
Atlas Private Wealth Advisors
New Jersey
$356K -$27.2K -717 -6%
CIC
436
Carnegie Investment Counsel
Ohio
$356K +$16.6K +437 +4%
BW
437
Bison Wealth
Georgia
$355K +$345K +9,089 +754%
Manulife (Manufacturers Life Insurance)
438
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$353K -$483K -12,726 -55%
FFG
439
Frisch Financial Group
New York
$353K -$7.82K -206 -2%
BBPWM
440
Blue Bell Private Wealth Management
Pennsylvania
$353K +$37.9K +999 +11%
DWM
441
Drive Wealth Management
Utah
$347K +$3.45K +91 +0.9%
FW
442
FirstPurpose Wealth
Utah
$344K +$124K +3,267 +49%
MSAM
443
Moloney Securities Asset Management
Missouri
$341K -$2.58K -68 -0.7%
BA
444
Bridge Advisory
California
$339K -$360K -9,491 -49%
SIA
445
Soltis Investment Advisors
Utah
$338K -$4.06K -107 -1%
AF
446
Arrow Financial
New York
$336K +$73K +1,925 +25%
FAM
447
Formidable Asset Management
Ohio
$335K – – –
Millennium Management
448
Millennium Management
New York
$335K +$369K +9,717 New
MA
449
MONECO Advisors
Connecticut
$332K +$67.2K +1,770 +23%
SFA
450
Sequoia Financial Advisors
Ohio
$328K +$37.6K +990 +12%