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
WFA
426
Wells Financial Advisors
Massachusetts
$2.29M -$62.7K -1,255 -3%
FA
427
FF Advisors
California
$2.27M
TI
428
Tidal Investments
Wisconsin
$2.25M -$445K -8,913 -17%
FWMP
429
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.24M -$45.6K -912 -2%
CAAM
430
Cornerstone Advisors Asset Management
Pennsylvania
$2.22M +$34.7K +695 +2%
WANY
431
Wealthspire Advisors (New York)
New York
$2.22M -$308K -6,167 -13%
WAN
432
Wealth Advisors Northwest
Oregon
$2.21M -$53.1K -1,063 -2%
GL
433
Graypoint LLC
New York
$2.21M +$250 +5 +0%
TCWM
434
Total Clarity Wealth Management
Illinois
$2.14M -$1.22M -24,352 -37%
USCWA
435
U.S. Capital Wealth Advisors
Texas
$2.11M -$650 -13 -0%
WCM
436
WealthTrak Capital Management
Virginia
$2.11M -$1.35M -27,057 -40%
MNA
437
Manning & Napier Advisors
New York
$2.1M +$2.01M +40,209 New
RWM
438
Ritholtz Wealth Management
New York
$2.1M -$2.48M -49,562 -55%
FIC
439
FCG Investment Company
Tennessee
$2.07M +$109K +2,188 +6%
OMC
440
Old Mission Capital
Illinois
$2.04M -$443K -8,866 -19%
SWM
441
Seaside Wealth Management
California
$2.02M -$179K -3,574 -8%
BlackRock
442
BlackRock
New York
$2.02M -$423K -8,470 -18%
WWM
443
WJ Wealth Management
Arizona
$2M -$102K -2,050 -5%
MPIA
444
Milestones Private Investment Advisors
New York
$2M +$1.91M +38,177 New
MAS
445
MPWM Advisory Solutions
Georgia
$2M -$49.4K -988 -3%
CPL
446
CAP Partners LLC
Tennessee
$1.98M +$434K +8,687 +30%
Bank of Montreal
447
Bank of Montreal
Ontario, Canada
$1.97M -$858K -17,169 -31%
CPIG
448
Chicago Partners Investment Group
Illinois
$1.94M -$31K -620 -2%
BA
449
Bristlecone Advisors
Washington
$1.93M -$114K -2,289 -6%
BMD
450
Better Money Decisions
New Mexico
$1.92M +$53.1K +1,062 +3%