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
CIA
651
Cascade Investment Advisors
Oregon
$360K +$2.44K +50 +0.7%
IWA
652
Invera Wealth Advisors
Oregon
$357K -$12.8K -261 -3%
MC
653
Moors & Cabot
Massachusetts
$356K -$48.7K -997 -12%
FI
654
FWG Investments
Kentucky
$354K +$2.05K +42 +0.6%
HA
655
Herold Advisors
New York
$354K +$42.1K +861 +13%
LWA
656
Lantern Wealth Advisors
New York
$354K +$42.1K +861 +13%
NFP
657
Narus Financial Partners
Utah
$353K +$9.63K +197 +3%
BSW
658
Buckingham Strategic Wealth
Missouri
$348K -$10.2K -209 -3%
CAS
659
Coppell Advisory Solutions
Texas
$346K +$347K +7,108 New
ISB
660
Iowa State Bank
Iowa
$346K -$14.7K -300 -4%
FMWA
661
Forvis Mazars Wealth Advisors
Missouri
$345K -$23.6K -482 -6%
RPCONE
662
Retirement Planning Company of New England
Rhode Island
$344K +$244 +5 +0.1%
GC
663
Grimes & Company
Massachusetts
$344K +$7.72K +158 +2%
AWM
664
Accel Wealth Management
Iowa
$343K +$1.42K +29 +0.4%
TCMP
665
Thrive Capital Management (Pennsylvania)
Pennsylvania
$341K +$342K +6,994 New
AFG
666
Atomi Financial Group
New York
$338K -$83.4K -1,707 -20%
CA
667
Continuum Advisory
Idaho
$337K +$312K +6,387 +1,194%
Empower Advisory Group
668
Empower Advisory Group
Colorado
$337K +$70.4K +1,441 +26%
MSF
669
Mustard Seed Financial
Arkansas
$334K +$147 +3 +0%
GWMR
670
GC Wealth Management RIA
Massachusetts
$329K – – –
GFG
671
Greystone Financial Group
Michigan
$327K +$1.96K +40 +0.6%
DW30
672
Drucker Wealth 3.0
New Jersey
$325K +$326K +6,677 New
VF
673
Vawter Financial
Ohio
$324K -$10.9K -224 -3%
GAM
674
Grandview Asset Management
Pennsylvania
$322K +$538 +11 +0.2%
RWPA
675
Richard W. Paul & Associates
Michigan
$321K -$22.9K -469 -7%