We are live on ! Find out more
SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
776
IEQ Capital
California
$306K +$311K +5,995 New
FWM
777
Focused Wealth Management
New York
$306K -$19.3K -372 -6%
FG
778
Fiduciary Group
Georgia
$304K -$67.5K -1,301 -18%
SWA
779
Sax Wealth Advisors
New Jersey
$303K +$3.22K +62 +1%
ESB
780
Essex Savings Bank
Connecticut
$302K -$2.85K -55 -0.9%
SWIM
781
Smallwood Wealth Investment Management
New Jersey
$301K – – –
PIA
782
Pinion Investment Advisors
Kansas
$300K -$1.97K -38 -0.6%
GA
783
GoalVest Advisory
New York
$299K -$3.01K -58 -1%
HFO
784
Heritage Family Offices
Arizona
$297K – – –
FCT
785
First Community Trust
Iowa
$296K – – –
WMWM
786
Wilkins Miller Wealth Management
Alabama
$296K +$84.3K +1,625 +39%
RFA
787
Reyes Financial Architecture
California
$293K – – –
MAM
788
MMA Asset Management
Pennsylvania
$293K -$3.32K -64 -1%
AC
789
AlphaCore Capital
California
$293K +$297K +5,731 New
SG
790
Sharper & Granite
California
$290K -$2.59K -50 -0.9%
WIM
791
WealthPlan Investment Management
Nebraska
$290K -$11.3K -217 -4%
DAS
792
Dynamic Advisor Solutions
Arizona
$289K -$26.2K -506 -8%
GCP
793
Gill Capital Partners
Colorado
$287K – – –
SWM
794
SFG Wealth Management
Maryland
$287K -$1.25K -24 -0.4%
CB
795
Chris Bulman
California
$285K -$6.38K -123 -2%
RSWM
796
Robertson Stephens Wealth Management
California
$284K -$152K -2,929 -34%
PCA
797
Prosperity Capital Advisors
Ohio
$284K -$5.96K -115 -2%
ICP
798
Interchange Capital Partners
Pennsylvania
$281K – – –
WWP
799
Wise Wealth Partners
Arizona
$280K -$778 -15 -0.3%
AWM
800
Accel Wealth Management
Iowa
$280K -$60.9K -1,175 -18%
30 31
32
33 34