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
JMPWA
51
JP Morgan Private Wealth Advisors
California
$23.8M +$1.57M +48,402 +8%
KA
52
Klingman & Associates
New York
$23.2M -$71.8K -2,210 -0.3%
CWM
53
Connecticut Wealth Management
Connecticut
$22.6M +$8.8M +270,778 +135%
LFAS
54
Level Four Advisory Services
Texas
$21.8M -$736K -22,655 -3%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$21.7M +$2.03M +62,575 +11%
ARG
56
Advisory Resource Group
Oklahoma
$21.5M -$2.6M -80,154 -11%
AWM
57
Altium Wealth Management
New York
$20.8M +$1.32M +40,630 +7%
CWA
58
Choice Wealth Advisors
Maine
$20.8M +$19.6M +604,351 New
EDRIA
59
Edmonds Duncan Registered Investment Advisors
Kansas
$19.1M +$5.4M +166,121 +46%
PFA
60
Pure Financial Advisors
California
$18.5M -$1.05M -32,244 -6%
SFM
61
Signet Financial Management
New Jersey
$17.9M +$979K +30,140 +6%
MAS
62
Managed Account Services
Florida
$17.9M +$2.01M +61,781 +14%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$16.9M +$2.56M +78,695 +19%
FI
64
FormulaFolio Investments
Michigan
$16.6M +$8.38M +258,008 +115%
IWM
65
IHT Wealth Management
Illinois
$16.5M +$610K +18,778 +4%
Ameriprise
66
Ameriprise
Minnesota
$16.2M -$1.15M -35,419 -7%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$16.1M +$1.96M +60,212 +15%
RA
68
Riversedge Advisors
Delaware
$16.1M +$196K +6,019 +1%
HighTower Advisors
69
HighTower Advisors
Illinois
$15.6M +$1.02M +31,406 +7%
RA
70
Rodgers & Associates
Pennsylvania
$15M +$14.2M +435,727 New
5L
71
55I LLC
Massachusetts
$14.6M +$175K +5,393 +1%
FNT
72
First National Trust
Pennsylvania
$14.4M +$213K +6,554 +2%
LFG
73
Larson Financial Group
Missouri
$12.1M +$320K +9,846 +3%
UCFA
74
United Capital Financial Advisors
Texas
$12.1M -$739K -22,752 -6%
WCM
75
Windsor Capital Management
Arizona
$11.9M +$5.6M +172,203 +99%