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
CCWM
526
Cassaday & Co Wealth Management
Virginia
$717K -$27K -553 -4%
CRI
527
Colonial River Investments
Virginia
$717K -$1.91K -39 -0.3%
CFGS
528
Concourse Financial Group Securities
Alabama
$706K +$160K +3,274 +29%
AC
529
AWM Capital
Arizona
$703K +$4.01K +82 +0.6%
6F
530
626 Financial
Michigan
$701K – – –
SAG
531
SageView Advisory Group
California
$694K +$696K +14,239 New
FFA
532
Frazier Financial Advisors
Ohio
$693K -$20.2K -413 -3%
Pathstone Holdings
533
Pathstone Holdings
New Jersey
$691K – – –
CT
534
Caldwell Trust
Florida
$679K +$2.44K +50 +0.4%
Brown Advisory
535
Brown Advisory
Maryland
$673K -$4.45K -91 -0.7%
LEA
536
Legacy Edge Advisors
New York
$672K +$673K +13,779 New
KOC
537
Koss-Olinger Consulting
Florida
$669K +$671K +13,719 New
IMC Chicago
538
IMC Chicago
Illinois
$667K -$13.9K -284 -2%
LF
539
Lantz Financial
Illinois
$665K +$978 +20 +0.1%
WAG
540
Wallace Advisory Group
California
$657K +$145K +2,964 +28%
SL
541
SWMG LLC
Texas
$656K -$39.6K -810 -6%
GJIA
542
Glass Jacobson Investment Advisors
Maryland
$653K +$49 +1 +0%
FNBOO
543
First National Bank of Omaha
Nebraska
$647K -$9.14K -187 -1%
IC
544
Innealta Capital
Texas
$645K -$183K -3,752 -22%
LIA
545
LBMC Investment Advisors
Tennessee
$644K -$95.8K -1,961 -13%
CIBC World Market
546
CIBC World Market
Ontario, Canada
$640K +$147K +3,003 +30%
GAG
547
GM Advisory Group
New York
$639K – – –
FWM
548
ForthRight Wealth Management
Georgia
$637K -$24.8K -508 -4%
CastleKeep Investment Advisors
549
CastleKeep Investment Advisors
Connecticut
$636K -$782 -16 -0.1%
FMTCOCP
550
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$634K +$13.9K +284 +2%