We are live on ! Find out more
SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
676
SageView Advisory Group
California
$408K -$332K -6,527 -46%
WA
677
Win Advisors
Florida
$405K +$390K +7,657 New
WSFS
678
Wilmington Savings Fund Society
Delaware
$404K +$389K +7,650 New
HA
679
Herold Advisors
New York
$404K +$18.8K +370 +5%
LWA
680
Lantern Wealth Advisors
New York
$404K +$18.8K +370 +5%
SWIM
681
Smallwood Wealth Investment Management
New Jersey
$401K – – –
LWL
682
Leo Wealth LLC
Texas
$398K +$384K +7,539 New
CIA
683
Cascade Investment Advisors
Oregon
$395K +$5.09K +100 +1%
SIA
684
Soltis Investment Advisors
Utah
$394K -$1.88K -37 -0.5%
SF
685
Synovus Financial
Georgia
$390K +$375K +7,370 New
CWM
686
Cahaba Wealth Management
Georgia
$389K -$13.4K -263 -3%
FI
687
FWG Investments
Kentucky
$386K +$1.93K +38 +0.5%
RPCONE
688
Retirement Planning Company of New England
Rhode Island
$379K +$4.78K +94 +1%
ISB
689
Iowa State Bank
Iowa
$375K – – –
BFA
690
Bill Few Associates
Pennsylvania
$371K +$32.9K +646 +10%
CIA
691
Cape Investment Advisory
Georgia
$368K -$31.2K -613 -8%
NFP
692
Narus Financial Partners
Utah
$366K -$16.8K -331 -5%
MSF
693
Mustard Seed Financial
Arkansas
$365K +$2.9K +57 +0.8%
LWM
694
Liberty Wealth Management
California
$361K +$37.6K +738 +12%
CAM
695
Concorde Asset Management
Michigan
$360K +$347K +6,813 New
FMWA
696
Forvis Mazars Wealth Advisors
Missouri
$358K -$15K -295 -4%
GFG
697
Greystone Financial Group
Michigan
$358K +$2.85K +56 +0.8%
GWMR
698
GC Wealth Management RIA
Massachusetts
$357K – – –
WAS
699
Wealth Advisory Solutions
Indiana
$357K -$33.3K -654 -9%
VF
700
Vawter Financial
Ohio
$351K – – –
26 27
28
29 30