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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$19.7M -$885K -29,134 -4%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$19.5M +$4.49M +147,669 +30%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$17.6M +$1.23M +40,605 +8%
PFA
54
Pure Financial Advisors
California
$17.2M -$202K -6,651 -1%
AWM
55
Altium Wealth Management
New York
$17.1M +$1.07M +35,272 +7%
Ameriprise
56
Ameriprise
Minnesota
$15.2M +$4.27M +140,530 +39%
SFM
57
Signet Financial Management
New Jersey
$15.1M +$941K +30,971 +7%
RA
58
Riversedge Advisors
Delaware
$14M +$475K +15,644 +4%
IWM
59
IHT Wealth Management
Illinois
$13.9M +$905K +29,786 +7%
MAS
60
Managed Account Services
Florida
$13.9M +$2.01M +66,301 +18%
BL
61
Balentine LLC
Georgia
$13M +$92.9K +3,059 +0.7%
HighTower Advisors
62
HighTower Advisors
Illinois
$12.8M +$937K +30,828 +8%
5L
63
55I LLC
Massachusetts
$12.7M +$3.1M +102,028 +32%
FNT
64
First National Trust
Pennsylvania
$12.5M -$554K -18,227 -4%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$12.4M +$10.2M +334,866 +436%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$12.4M +$230K +7,577 +2%
Betterment LLC
67
Betterment LLC
New York
$11.8M -$1.23M -40,548 -9%
UCFA
68
United Capital Financial Advisors
Texas
$11.3M -$875K -28,804 -7%
EDRIA
69
Edmonds Duncan Registered Investment Advisors
Kansas
$11M +$1.24M +40,755 +13%
TF
70
TIAA FSB
Florida
$10.9M -$2.38M -78,266 -18%
LFG
71
Larson Financial Group
Missouri
$10.4M +$1.5M +49,288 +17%
JWS
72
Juncture Wealth Strategies
Arizona
$9.67M +$373K +12,266 +4%
CI
73
CX Institutional
Indiana
$9.48M +$2.75M +90,393 +40%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$9.14M -$1.38M -45,303 -13%
BC
75
Burney Company
Virginia
$8.57M +$188K +6,172 +2%