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
FMWA
651
Forvis Mazars Wealth Advisors
Missouri
$509K +$169K +3,174 +47%
FGA
652
Fortis Group Advisors
New Jersey
$508K +$33.9K +637 +7%
AWA
653
Arbor Wealth Advisors
Michigan
$494K
TFG
654
Tilson Financial Group
New Jersey
$492K -$38.1K -716 -7%
EAM
655
Empirical Asset Management
Massachusetts
$489K +$97.3K +1,829 +24%
DC
656
Darrow Company
Massachusetts
$481K +$2.34K +44 +0.5%
TFS
657
Thoroughbred Financial Services
Tennessee
$480K +$191K +3,589 +62%
CJ
658
Caitlin John
Michigan
$472K -$551K -10,363 -53%
FF
659
Fortitude Financial
Washington
$466K +$485K +9,110 New
SEI Investments
660
SEI Investments
Pennsylvania
$462K -$125K -2,353 -21%
IP
661
Investment Partners
Ohio
$460K
SB
662
Strategic Blueprint
Georgia
$459K -$8.19K -154 -2%
NW
663
NewEdge Wealth
Pennsylvania
$455K +$53 +1 +0%
HAS
664
HBW Advisory Services
California
$455K +$16.7K +314 +4%
KIA
665
Kraematon Investment Advisors
Massachusetts
$454K +$319 +6 +0.1%
SMA
666
Sage Mountain Advisors
Georgia
$453K
MW
667
MBL Wealth
North Carolina
$452K
MG
668
Mather Group
Illinois
$451K -$28.7K -539 -6%
TWM
669
Trueblood Wealth Management
Ohio
$448K
OC
670
Oarsman Capital
Wisconsin
$441K -$11.7K -219 -2%
BBPWM
671
Blue Bell Private Wealth Management
Pennsylvania
$437K -$5.32K -100 -1%
ST
672
Somerset Trust
Pennsylvania
$435K -$3.19K -60 -0.7%
JCM
673
Jacobi Capital Management
Pennsylvania
$434K -$18.5K -348 -4%
RSWM
674
Robertson Stephens Wealth Management
California
$434K -$659K -12,390 -59%
TNBTD
675
Trustmark National Bank Trust Department
Mississippi
$434K -$4.47K -84 -1%