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
TCIIS
26
TIAA-CREF Individual & Institutional Services
New York
$212M -$13.1M -219,494 -6%
HighTower Advisors
27
HighTower Advisors
Illinois
$195M +$7.81M +130,527 +4%
Stifel Financial
28
Stifel Financial
Missouri
$191M +$28.8M +481,695 +18%
PAG
29
Private Advisor Group
New Jersey
$186M +$17.2M +287,604 +10%
HI
30
Horizon Investments
North Carolina
$185M -$137M -2,283,315 -43%
Osaic Holdings
31
Osaic Holdings
Arizona
$180M +$14.2M +237,380 +9%
DWM
32
Diversify Wealth Management
Utah
$175M +$12M +200,478 +8%
DAS
33
Diversify Advisory Services
Utah
$175M +$169M +2,818,867 New
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$175M +$690K +11,522 +0.4%
OWA
35
Octavia Wealth Advisors
Ohio
$171M +$5.72M +95,617 +4%
GKWIM
36
Gerber Kawasaki Wealth & Investment Management
California
$164M +$8.42M +140,660 +6%
LFS
37
Lutz Financial Services
Nebraska
$152M +$3.72M +62,160 +3%
BEI
38
Benjamin Edwards Inc
Missouri
$144M +$23.6M +394,140 +20%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$144M +$53.3M +890,496 +60%
Wells Fargo
40
Wells Fargo
California
$143M +$11.8M +197,522 +9%
AWM
41
Angeles Wealth Management
California
$141M +$6.77M +113,074 +5%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$132M +$28.9M +483,210 +29%
Betterment LLC
43
Betterment LLC
New York
$131M -$5.3M -88,619 -4%
IWC
44
Integrated Wealth Concepts
Massachusetts
$124M +$33.1M +553,491 +37%
ACM
45
AlphaStar Capital Management
North Carolina
$124M +$4.82M +80,482 +4%
MFG
46
Magnus Financial Group
New York
$117M +$5.6M +93,488 +5%
ONB
47
Old National Bancorp
Indiana
$117M -$1.16M -19,391 -1%
NB
48
Nicolet Bankshares
Wisconsin
$116M -$80.4K -1,343 -0.1%
FNT
49
First National Trust
Pennsylvania
$115M -$324K -5,408 -0.3%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$114M -$17.2M -287,257 -13%