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
CFGS
426
Concourse Financial Group Securities
Alabama
$732K -$981K -22,659 -56%
SAG
427
SageView Advisory Group
California
$725K +$26.3K +607 +4%
GT
428
Greenleaf Trust
Michigan
$724K – – –
TCA
429
Transcend Capital Advisors
New Jersey
$704K – – –
MCC
430
Money Concepts Capital
Florida
$689K -$78.5K -1,813 -10%
MAWCM
431
Mine & Arao Wealth Creation & Management
California
$688K -$2.94K -68 -0.4%
WPC
432
White Pine Capital
Minnesota
$688K – – –
MIAS
433
Mason Investment Advisory Services
Virginia
$675K – – –
TFG
434
Tilson Financial Group
New Jersey
$673K -$153K -3,536 -18%
OSAM
435
O'Shaughnessy Asset Management
Connecticut
$671K +$615K +14,201 +686%
6F
436
626 Financial
Michigan
$669K – – –
STA
437
Summit Trail Advisors
New York
$664K -$598K -13,813 -46%
OC
438
Oarsman Capital
Wisconsin
$659K -$259K -5,975 -27%
CL
439
COWA LLC
Oklahoma
$650K +$10.7K +246 +2%
CP
440
Castleview Partners
Texas
$646K +$3.08K +71 +0.5%
AA
441
Argent Advisors
Louisiana
$645K – – –
SIAS
442
Summit Investment Advisory Services
Minnesota
$640K +$6.71K +155 +1%
PWA
443
Peterson Wealth Advisors
Utah
$634K +$5.07K +117 +0.8%
GIA
444
Gladstone Institutional Advisory
Florida
$630K +$105K +2,426 +19%
WAM
445
Wallington Asset Management
Indiana
$625K -$119K -2,745 -15%
MAM
446
MMA Asset Management
Pennsylvania
$621K -$178K -4,103 -21%
AWA
447
Arkadios Wealth Advisors
Georgia
$611K +$96.4K +2,225 +18%
CCMG
448
Clark Capital Management Group
Pennsylvania
$609K -$178K -4,110 -22%
EAM
449
Empirical Asset Management
Massachusetts
$603K +$633K +14,619 New
WP
450
WealthPLAN Partners
Nebraska
$599K +$33.7K +779 +6%
16 17
18
19 20