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
CL
626
Choreo LLC
Illinois
$861K +$187K +3,325 +28%
SL
627
Sentinus LLC
Illinois
$857K +$455K +8,104 +116%
GA
628
Greenspring Advisors
Maryland
$855K +$846K +15,052 New
IPW
629
Impact Partnership Wealth
Georgia
$850K +$840K +14,960 New
SFS
630
Sowell Financial Services
Arkansas
$844K +$56.6K +1,007 +7%
GM
631
GeoWealth Management
Illinois
$839K +$428K +7,614 +106%
AC
632
AWM Capital
Arizona
$831K -$8.2K -146 -1%
TCBWMS
633
Texas Capital Bank Wealth Management Services
Texas
$830K +$820K +14,602 New
Pathstone Holdings
634
Pathstone Holdings
New Jersey
$823K
AC
635
AIFG Consultants
New York
$819K -$10.3K -184 -1%
Bank Julius Baer & Co
636
Bank Julius Baer & Co
Switzerland
$808K +$799K +14,230 New
LSA
637
Lansing Street Advisors
Pennsylvania
$808K -$153K -2,716 -16%
FWM
638
ForthRight Wealth Management
Georgia
$806K +$169 +3 +0%
SWMG
639
Sanchez Wealth Management Group
Florida
$805K -$193K -3,439 -20%
LF
640
Lantz Financial
Illinois
$803K -$31.7K -564 -4%
BMWM
641
Brown Miller Wealth Management
Virginia
$795K -$138K -2,449 -15%
SAG
642
SageView Advisory Group
California
$793K -$4.55K -81 -0.6%
ACM
643
Advance Capital Management
Michigan
$786K -$5.45K -97 -0.7%
RDFA
644
Ritter Daniher Financial Advisory
Ohio
$783K -$44.3K -788 -5%
EWA
645
Emergent Wealth Advisors
New York
$783K -$67.1K -1,195 -8%
BWM
646
BCGM Wealth Management
Indiana
$782K +$225 +4 +0%
CT
647
Caldwell Trust
Florida
$777K -$1.69K -30 -0.2%
AZ
648
Alpha Zero
Florida
$773K
LIA
649
LBMC Investment Advisors
Tennessee
$773K +$4.04K +72 +0.5%
FNBOO
650
First National Bank of Omaha
Nebraska
$764K