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
NEWAS
51
N.E.W. Advisory Services
Wisconsin
$77.5M +$1.55M +28,862 +2%
IWM
52
IHT Wealth Management
Illinois
$77M +$2.84M +52,706 +4%
FFS
53
Founders Financial Securities
Maryland
$72.2M +$17.2M +319,103 +32%
Wellington Management Group
54
Wellington Management Group
Massachusetts
$68.9M +$67M +1,244,355 New
FLPIM
55
F.L. Putnam Investment Management
Massachusetts
$66.9M -$1.15M -21,377 -2%
KA
56
Klingman & Associates
New York
$66.1M -$105K -1,958 -0.2%
FHA
57
Flagship Harbor Advisors
Massachusetts
$64.8M +$1.39M +25,884 +2%
ETC
58
Exchange Traded Concepts
Oklahoma
$62.6M +$23.5M +436,971 +63%
NB
59
Nicolet Bankshares
Wisconsin
$58.6M -$2.56M -47,539 -4%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$57.9M -$842K -15,629 -1%
CA
61
CoreCap Advisors
Michigan
$57.3M +$1.83M +34,050 +3%
IWC
62
Integrated Wealth Concepts
Massachusetts
$57.3M +$1.89M +35,107 +4%
DWM
63
Diversify Wealth Management
Utah
$57.2M +$6.07M +112,799 +12%
SFC
64
Strategic Financial Concepts
Texas
$55.4M +$603K +11,198 +1%
CFG
65
Compton Financial Group
Maryland
$55.3M +$1.49M +27,586 +3%
MML Investors Services
66
MML Investors Services
Massachusetts
$54.4M +$3.99M +74,021 +8%
Corient Private Wealth
67
Corient Private Wealth
Florida
$54.3M +$2.63M +48,837 +5%
FWI
68
Facet Wealth Inc
Maryland
$53.4M -$1.7M -31,519 -3%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$52.8M -$122K -2,265 -0.2%
WH
70
Whitcomb & Hess
Ohio
$50.1M +$1.04M +19,310 +2%
CA
71
CGN Advisors
Kansas
$48.7M +$2.65M +49,194 +6%
NA
72
Nottingham Advisors
New York
$45.8M +$818K +15,189 +2%
CFD
73
Creative Financial Designs
Indiana
$45.7M +$1.98M +36,687 +5%
MWM
74
Modern Wealth Management
Kansas
$45M -$1.3M -24,222 -3%
PIA
75
Perennial Investment Advisors
California
$44.3M -$993K -18,436 -2%