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
AG
26
Advisor Group
Arizona
$298K +$17.1K +664 +6%
VWA
27
V Wealth Advisors
Kansas
$293K -$1.54K -60 -0.5%
BTS
28
BB&T Securities
Virginia
$254K +$32K +1,244 +14%
SG Americas Securities
29
SG Americas Securities
New York
$251K +$72K +2,800 +40%
LNC
30
Lincoln National Corp
Pennsylvania
$216K – – –
Ameriprise
31
Ameriprise
Minnesota
$214K +$213K +8,264 New
VNA
32
Valley National Advisers
Pennsylvania
$112K – – –
Creative Planning
33
Creative Planning
Kansas
$83K – – –
GWM
34
Geneos Wealth Management
Colorado
$72K -$309K -12,000 -81%
AWM
35
Avior Wealth Management
Nebraska
$71K – – –
US Bancorp
36
US Bancorp
Minnesota
$59K +$27.8K +1,080 +90%
CDIA
37
Capital Directions Investment Advisors
Georgia
$49K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$47K +$17.7K +688 +60%
TAIM
39
TD Ameritrade Investment Management
Nebraska
$45K -$206 -8 -0.5%
MFS
40
MSI Financial Services
Massachusetts
$38K – – –
EWM
41
Evercore Wealth Management
New York
$26K – – –
NFG
42
Next Financial Group
Texas
$21K +$20.6K +800 New
BlackRock
43
BlackRock
New York
$10K – – –
IWMPD
44
Integrated Wealth Management (Palm Desert)
California
$8K – – –
S
45
SignatureFD
Georgia
$8K – – –
JFA
46
JNBA Financial Advisors
Minnesota
$8K +$8.23K +320 New
BP
47
Ballentine Partners
Massachusetts
$2K – – –
Jane Street
48
Jane Street
New York
– -$1.23M -48,952 Closed
DADC
49
D.A. Davidson & Co
Montana
– -$3K -152 Closed