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
IWA
26
Inspirion Wealth Advisors
Illinois
$28.7M +$709K +22,531 +3%
FFG
27
Ford Financial Group
California
$27.9M +$5.99M +190,385 +28%
MD
28
Money Design
Japan
$25.5M +$900K +28,583 +4%
AA
29
Advisory Alpha
Michigan
$25.1M +$2.4M +76,116 +10%
UBS Group
30
UBS Group
Switzerland
$24.8M +$1.18M +37,538 +5%
AWM
31
Altium Wealth Management
New York
$23M +$2.59M +82,406 +13%
NP
32
NorthRock Partners
Minnesota
$20.4M +$19.8M +629,478 +7,776%
UCFA
33
United Capital Financial Advisors
Texas
$17.8M +$10.7M +340,332 +158%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$16.3M +$9.73M +308,935 +154%
ONB
35
Old National Bancorp
Indiana
$16M +$15.3M +486,545 +3,559%
FNT
36
First National Trust
Pennsylvania
$15.8M +$283K +8,988 +2%
AssetMark Inc
37
AssetMark Inc
California
$15.3M +$15M +476,514 +63,451%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$14.3M -$169K -5,379 -1%
MWPCG
39
Measured Wealth Private Client Group
New Hampshire
$14.3M +$11.7M +370,651 +490%
PC
40
Permanens Capital
New York
$14.2M +$414K +13,152 +3%
Wells Fargo
41
Wells Fargo
California
$12.6M +$2.09M +66,438 +20%
Ameriprise
42
Ameriprise
Minnesota
$12.3M -$3.43M -108,954 -22%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$12.2M +$629K +19,971 +6%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$12.1M +$875K +27,805 +8%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$11.2M +$4.16M +131,997 +60%
SFM
46
Signet Financial Management
New Jersey
$11.2M +$1.42M +45,106 +16%
BC
47
Brio Consultants
California
$10.9M +$840K +26,676 +8%
FWM
48
Foresight Wealth Management
Utah
$10.2M -$35.2K -1,117 -0.3%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$9.8M +$17.8K +567 +0.2%
PFA
50
Pure Financial Advisors
California
$9.73M +$418K +13,269 +5%