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
CWM
826
Centurion Wealth Management
Virginia
$400K +$394K +6,581 New
Russell Investments Group
827
Russell Investments Group
United Kingdom
$398K +$33.7K +563 +9%
EFS
828
Essex Financial Services
Connecticut
$397K +$391K +6,530 New
EFG
829
Everest Financial Group
Minnesota
$396K – – –
JF
830
JMN Financial
Ohio
$396K -$2.93K -49 -0.7%
CPWA
831
Cerro Pacific Wealth Advisors
California
$394K -$32.5K -543 -8%
ANTB
832
AMG National Trust Bank
Colorado
$394K +$388K +6,476 New
SFS
833
Stiles Financial Services
Minnesota
$391K +$4.49K +75 +1%
ZI
834
ZEGA Investments
Florida
$388K -$17.4K -291 -4%
TWIM
835
TIAA Wealth Investment Management
New York
$387K +$144K +2,400 +60%
XT
836
XTX Topco
Cayman Islands
$387K +$381K +6,365 New
VF
837
Vawter Financial
Ohio
$386K – – –
CRI
838
Colonial River Investments
Virginia
$381K -$23.9K -400 -6%
MCCP
839
Mission Creek Capital Partners
California
$381K – – –
LC
840
LCNB Corp
Ohio
$380K – – –
RWPA
841
Richard W. Paul & Associates
Michigan
$379K – – –
AWMI
842
Aegis Wealth Management (Iowa)
Iowa
$378K +$110K +1,836 +42%
AWM
843
Apollon Wealth Management
South Carolina
$377K -$114K -1,904 -23%
RI
844
Ruggiero Investments
Florida
$376K -$16.5K -276 -4%
RB
845
Richmond Brothers
Michigan
$375K +$369K +6,169 New
Franklin Resources
846
Franklin Resources
California
$374K -$10.4M -174,540 -97%
KA
847
KLCM Advisors
Wisconsin
$371K +$46.7K +781 +15%
BI
848
Berkeley Inc
Idaho
$371K – – –
TP
849
Thayer Partners
Pennsylvania
$371K +$1.62K +27 +0.4%
Fisher Asset Management
850
Fisher Asset Management
Washington
$370K +$364K +6,089 New