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
AA
601
AlphaMark Advisors
Kentucky
$101K +$9.32K +230 +10%
WAS
602
Winch Advisory Services
Wisconsin
$99K +$365 +9 +0.4%
WAG
603
Windsor Advisory Group
Ohio
$97.7K +$97.2K +2,400 New
CWM
604
Cedar Wealth Management
California
$94.9K
HWA
605
Heritage Wealth Advisors
Virginia
$89.6K
CMP
606
Coston McIsaac & Partners
Maine
$87K
TCOV
607
Trust Company of Vermont
Vermont
$83.4K +$83K +2,048 New
CA
608
Clearstead Advisors
Ohio
$83.4K
HF
609
Halpern Financial
Virginia
$78.2K
GAG
610
Goodman Advisory Group
Massachusetts
$77.8K -$59.7K -1,474 -44%
TWC
611
TD Waterhouse Canada
Ontario, Canada
$76.6K -$16.5K -407 -18%
WIM
612
Westside Investment Management
California
$76.4K
PB
613
Pinnacle Bancorp
Nebraska
$69.5K -$19.4K -478 -22%
CSWM
614
Cassady Schiller Wealth Management
Ohio
$64.1K +$63.8K +1,575 New
CT
615
Colonial Trust
South Carolina
$60.3K -$52.7K -1,300 -46%
NL
616
NVWM LLC
Pennsylvania
$59.5K
RFA
617
Register Financial Advisors
Georgia
$56.4K
PO
618
Private Ocean
California
$51.2K +$50.9K +1,257 New
OIA
619
Optimum Investment Advisors
Illinois
$48.9K
TIM
620
Tortoise Investment Management
New York
$47.8K
GI
621
Gradient Investments
Minnesota
$47K -$51.6K -1,273 -52%
ADL
622
Asset Dedication LLC
California
$43K
RG
623
Retirement Group
California
$43K +$39.5K +975 +1,189%
FHA
624
First Horizon Advisors
Tennessee
$42.8K +$13.8K +340 +48%
AssetMark Inc
625
AssetMark Inc
California
$40.6K -$13.8M -341,774 -100%