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
RMAM
51
Raab & Moskowitz Asset Management
New Jersey
$1.84M +$474K +15,372 +35%
OAM
52
Occidental Asset Management
California
$1.69M +$1.39M +45,115 +491%
PWPS
53
Pinnacle Wealth Planning Services
Ohio
$1.66M +$139K +4,511 +9%
PFM
54
Phillips Financial Management
Indiana
$1.63M -$61.4K -1,990 -4%
MAS
55
Managed Account Services
Florida
$1.58M +$337K +10,921 +26%
AG
56
Advisor Group
Arizona
$1.56M -$177K -5,742 -10%
Invesco
57
Invesco
Georgia
$1.51M +$905K +29,336 +154%
AF
58
Advisornet Financial
Minnesota
$1.49M +$108K +3,515 +8%
PWM
59
Paulson Wealth Management
Illinois
$1.46M +$13.5K +439 +0.9%
SMFS
60
Squar Milner Financial Services
California
$1.45M +$232K +7,516 +19%
BWFA
61
Baltimore-Washington Financial Advisors
Maryland
$1.45M +$638K +20,662 +80%
MFT
62
Moisand Fitzgerald Tamayo
Florida
$1.42M +$125K +4,060 +10%
WF
63
WealthTrust Fairport
Ohio
$1.35M +$1.21M +39,228 +947%
SI
64
Stephens Inc
Arkansas
$1.33M -$116K -3,763 -8%
RJA
65
Raymond James & Associates
Florida
$1.21M +$237K +7,693 +25%
MML Investors Services
66
MML Investors Services
Massachusetts
$1.15M +$248K +8,029 +28%
SPIA
67
Steward Partners Investment Advisory
New York
$1.1M +$352K +11,419 +47%
LI
68
LVZ Inc
Michigan
$1.01M +$76K +2,463 +8%
MSAM
69
Moloney Securities Asset Management
Missouri
$965K +$511K +16,552 +115%
CAG
70
Csenge Advisory Group
Florida
$963K +$1M +32,455 New
WP
71
WealthSource Partners
California
$962K -$29.2K -947 -3%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$961K +$229K +7,420 +29%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$881K -$76.7K -2,485 -8%
ACG
74
Allen Capital Group
Nebraska
$865K +$23.8K +771 +3%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$862K +$8.61K +279 +1%