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
IHWM
501
Iron Horse Wealth Management
Iowa
$1.46M -$17.5K -350 -1%
IFA
502
Index Fund Advisors
California
$1.45M +$12.9K +258 +0.9%
BWFA
503
Baltimore-Washington Financial Advisors
Maryland
$1.44M -$52.2K -1,044 -4%
FPW
504
Flagship Private Wealth
Massachusetts
$1.44M +$9.85K +197 +0.7%
FNWA
505
Financial Network Wealth Advisors
Utah
$1.44M -$11.5K -231 -0.8%
CWMGP
506
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.43M +$158K +3,166 +13%
IWS
507
Integrity Wealth Solutions
Colorado
$1.42M +$89.6K +1,793 +7%
LSWP
508
Liberty Square Wealth Partners
Pennsylvania
$1.41M
RIM
509
Redwood Investment Management
Arizona
$1.39M -$16.5K -331 -1%
CFS
510
Commonwealth Financial Services
West Virginia
$1.36M -$91.2K -1,825 -7%
William Blair & Company
511
William Blair & Company
Illinois
$1.36M -$491K -9,825 -27%
CAMG
512
CWA Asset Management Group
Florida
$1.35M -$173K -3,466 -12%
TCA
513
Transcend Capital Advisors
New Jersey
$1.32M +$155K +3,099 +14%
MA
514
MKT Advisors
California
$1.31M +$289K +5,777 +30%
CW
515
CreativeOne Wealth
Kansas
$1.31M +$435K +8,698 +53%
CWG
516
Cornerstone Wealth Group
North Carolina
$1.3M +$361K +7,224 +41%
NCMW
517
Northern Capital Management (Washington)
Washington
$1.3M +$679K +13,596 +121%
RW
518
REDW Wealth
New Mexico
$1.29M +$50 +1 +0%
MCM
519
MAI Capital Management
Ohio
$1.25M +$89.8K +1,797 +8%
HWA
520
Heritage Wealth Architects
Minnesota
$1.24M +$1.19M +23,748 New
DPI
521
Diversified Portfolios Inc
Michigan
$1.22M +$7.75K +155 +0.7%
OAS
522
Optivise Advisory Services
Tennessee
$1.21M -$34.6K -693 -3%
RSF
523
Rik Saylor Financial
Ohio
$1.2M +$400 +8 +0%
SWMG
524
Sanchez Wealth Management Group
Florida
$1.2M -$441K -8,828 -28%
EI
525
Ellevest Inc
New York
$1.18M +$14.6K +293 +1%