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
MGW
651
MB Generational Wealth
Washington
$327K +$105K +2,209 +34%
SAW
652
Signal Advisors Wealth
Michigan
$326K +$310K +6,498 New
BC
653
Brio Consultants
California
$325K -$40.4K -847 -12%
HWMC
654
Heritage Wealth Management (California)
California
$321K -$10.5K -220 -3%
ST
655
Smithfield Trust
Pennsylvania
$321K
HA
656
Herold Advisors
New York
$321K +$305K +6,403 New
LWA
657
Lantern Wealth Advisors
New York
$321K +$305K +6,403 New
AWM
658
Apollon Wealth Management
South Carolina
$319K -$5.63K -118 -2%
BP
659
Ballentine Partners
Massachusetts
$318K -$122K -2,557 -29%
MCCP
660
Mission Creek Capital Partners
California
$314K -$3.77K -79 -1%
AFO
661
Arrowroot Family Office
California
$311K -$7.87K -165 -3%
OC
662
Oppenheimer & Co
New York
$311K -$5.01M -105,180 -94%
PPWP
663
Proquility Private Wealth Partners
Nevada
$310K +$295K +6,197 New
SFS
664
Stiles Financial Services
Minnesota
$306K +$20.2K +423 +7%
BI
665
Berkeley Inc
Idaho
$306K
MFT
666
Moisand Fitzgerald Tamayo
Florida
$305K -$44.3K -930 -13%
SFS
667
Security Financial Services
Indiana
$298K +$284K +5,956 New
GA
668
GoalVest Advisory
New York
$296K +$282K +5,918 New
PIA
669
Pinion Investment Advisors
Kansas
$296K +$282K +5,918 New
KeyBank National Association
670
KeyBank National Association
Ohio
$296K +$40.9K +857 +17%
KWA
671
Kingswood Wealth Advisors
California
$291K -$60.8K -1,275 -18%
ATPW
672
Ashton Thomas Private Wealth
Arizona
$291K -$75.9K -1,592 -22%
GS
673
GTS Securities
Florida
$290K -$282K -5,917 -51%
SAI
674
Savvy Advisors Inc
New York
$289K +$275K +5,764 New
WSTAM
675
Wilbanks Smith & Thomas Asset Management
Virginia
$288K +$9.87K +207 +4%