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
CA
51
CoreCap Advisors
Michigan
$40.3M -$760K -18,422 -2%
PAG
52
Private Advisor Group
New Jersey
$39.6M +$13.3M +322,643 +52%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$38.9M +$4.23M +102,589 +12%
FFS
54
Founders Financial Securities
Maryland
$38.9M +$303K +7,343 +0.8%
EF
55
Empowered Funds
Pennsylvania
$38.8M +$38.3M +929,146 New
AIA
56
Alera Investment Advisors
Illinois
$38.3M -$1.25M -30,395 -3%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$37.6M -$15M -363,319 -29%
RWM
58
Reston Wealth Management
Virginia
$37.6M -$292K -7,076 -0.8%
WH
59
Whitcomb & Hess
Ohio
$36.8M +$1.15M +27,883 +3%
KA
60
Klingman & Associates
New York
$36.6M +$8.23M +199,469 +29%
MWPCG
61
Measured Wealth Private Client Group
New Hampshire
$36.1M -$788K -19,110 -2%
MIAN
62
Mariner Independent Advisor Network
Kansas
$35.9M +$10.2M +247,176 +40%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$35.2M -$2.52M -61,144 -7%
Prudential Financial
64
Prudential Financial
New Jersey
$34.3M +$33.9M +821,858 New
CFG
65
Compton Financial Group
Maryland
$33.1M -$4.63M -112,144 -12%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$30.9M +$1.06M +25,692 +4%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$30.8M +$12.3M +298,579 +68%
FFG
68
Ford Financial Group
California
$30.4M +$1.18M +28,630 +4%
FNT
69
First National Trust
Pennsylvania
$30.4M +$3.21M +77,788 +12%
WCAMG
70
Woodard & Company Asset Management Group
North Carolina
$30.1M -$291K -7,045 -1%
IWA
71
Inspirion Wealth Advisors
Illinois
$29.4M -$1.5M -36,287 -5%
AWM
72
Altium Wealth Management
New York
$28.6M +$1.63M +39,515 +6%
JMPWA
73
JP Morgan Private Wealth Advisors
California
$28.5M -$461K -11,173 -2%
SFM
74
Signet Financial Management
New Jersey
$26.3M +$1.85M +44,957 +8%
CWA
75
Choice Wealth Advisors
Maine
$25.7M -$1.48M -35,986 -6%