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
Wells Fargo
26
Wells Fargo
California
$62.4M +$11.6M +304,772 +20%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$58.8M -$1.31M -34,434 -2%
AWM
28
AE Wealth Management
Kansas
$57.6M -$7.7M -202,858 -11%
CWM
29
Connecticut Wealth Management
Connecticut
$55.7M +$1.1M +28,918 +2%
EWA
30
ERTS Wealth Advisors
Michigan
$50M -$8.26M -217,812 -13%
SQA
31
Simon Quick Advisors
New Jersey
$46.6M +$7.7M +203,014 +18%
BlackRock
32
BlackRock
New York
$46.2M +$1.29M +34,032 +3%
KW
33
KWB Wealth
California
$45.8M +$1.25M +32,981 +3%
NEWAS
34
N.E.W. Advisory Services
Wisconsin
$45.8M +$987K +26,010 +2%
NA
35
Nottingham Advisors
New York
$43.4M +$1.22M +32,183 +3%
ONB
36
Old National Bancorp
Indiana
$42.6M +$3.11M +82,034 +7%
AI
37
Accredited Investors
Minnesota
$42M -$594K -15,662 -1%
Ameriprise
38
Ameriprise
Minnesota
$41.6M -$4.93M -129,823 -10%
MFG
39
Magnus Financial Group
New York
$41.5M +$933K +24,602 +2%
MIAN
40
Mariner Independent Advisor Network
Kansas
$41.3M +$1.17M +30,749 +3%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$40.9M -$1.81M -47,725 -4%
HI
42
Horizon Investments
North Carolina
$39.4M -$105M -2,772,165 -71%
NB
43
Nicolet Bankshares
Wisconsin
$38.3M +$1.49M +39,400 +4%
KA
44
Klingman & Associates
New York
$37.7M +$9.74M +256,734 +31%
TVAMP
45
Tennessee Valley Asset Management Partners
Tennessee
$37.2M -$2.54M -67,026 -6%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$37.1M +$3.88M +102,226 +10%
CA
47
CoreCap Advisors
Michigan
$36.6M +$2.77M +73,111 +7%
HighTower Advisors
48
HighTower Advisors
Illinois
$34.4M -$11.1M -291,499 -23%
BCM
49
Brookstone Capital Management
Illinois
$33.9M -$2.6M -68,482 -7%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$33.4M +$423K +11,152 +1%