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
Cerity Partners
26
Cerity Partners
New York
$176M +$94.8K +1,828 +0.1%
PAG
27
Private Advisor Group
New Jersey
$174M +$23.3M +448,738 +15%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$166M +$19.6M +377,377 +13%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$162M -$7.01M -135,139 -4%
TIAA Trust, National Association
30
TIAA Trust, National Association
North Carolina
$150M -$49.2M -949,458 -24%
NAS
31
Nicolet Advisory Services
Wisconsin
$140M -$2.78M -53,672 -2%
CWM
32
Connecticut Wealth Management
Connecticut
$140M +$142M +2,738,188 New
Betterment LLC
33
Betterment LLC
New York
$131M -$7.29M -140,586 -5%
HighTower Advisors
34
HighTower Advisors
Illinois
$126M +$28.2M +544,429 +28%
LFS
35
Lutz Financial Services
Nebraska
$113M -$191K -3,676 -0.2%
AWM
36
AE Wealth Management
Kansas
$109M +$3.95M +76,253 +4%
GKWIM
37
Gerber Kawasaki Wealth & Investment Management
California
$103M +$7.66M +147,713 +8%
OWA
38
Octavia Wealth Advisors
Ohio
$102M +$21M +405,056 +25%
FNT
39
First National Trust
Pennsylvania
$100M -$640K -12,342 -0.6%
AWM
40
Angeles Wealth Management
California
$97.9M +$6.87M +132,476 +7%
NEWAS
41
N.E.W. Advisory Services
Wisconsin
$97M +$18M +347,494 +22%
Stifel Financial
42
Stifel Financial
Missouri
$93.6M +$41.7M +803,911 +78%
Mariner
43
Mariner
Kansas
$93.1M +$3.78M +72,965 +4%
SQA
44
Simon Quick Advisors
New Jersey
$91.7M -$5.34M -102,873 -5%
MFG
45
Magnus Financial Group
New York
$88.1M +$3.13M +60,344 +4%
ONB
46
Old National Bancorp
Indiana
$86.2M -$1.73M -33,396 -2%
Wells Fargo
47
Wells Fargo
California
$82.5M +$8.7M +167,822 +12%
ACM
48
AlphaStar Capital Management
North Carolina
$78.3M -$5.52M -106,441 -6%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$78.2M +$8.17M +157,566 +11%
KW
50
KWB Wealth
California
$77.7M -$3.21M -61,871 -4%