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
SWM
876
SFG Wealth Management
Maryland
$308K -$16.2K -279 -5%
HW
877
Hancock Whitney
Mississippi
$305K -$34.9K -601 -10%
HA
878
Hegarty Advisors
New York
$304K +$638 +11 +0.2%
TP
879
Tranquility Partners
Tennessee
$303K -$3.37K -58 -1%
AAS
880
Annex Advisory Services
Wisconsin
$303K -$2.15K -37 -0.7%
SDAM
881
Shulman DeMeo Asset Management
New York
$302K +$309K +5,333 New
KA
882
KLCM Advisors
Wisconsin
$301K +$309K +5,327 New
SB
883
Strategic Blueprint
Georgia
$301K -$149K -2,572 -33%
TFS
884
Thoroughbred Financial Services
Tennessee
$300K +$9.98K +172 +3%
EFG
885
Everhart Financial Group
Ohio
$299K +$406 +7 +0.1%
QCM
886
QRG Capital Management
Illinois
$295K +$303K +5,220 New
EFG
887
Erickson Financial Group
Pennsylvania
$293K
KFP
888
KMG Fiduciary Partners
Ohio
$292K +$300K +5,164 New
BFF
889
Byrne Financial Freedom
Massachusetts
$289K
TAWM
890
Three Arch Wealth Management
California
$288K
JWA
891
JFS Wealth Advisors
Pennsylvania
$288K -$10.2K -175 -3%
VVP
892
Venture Visionary Partners
Ohio
$288K -$120K -2,067 -29%
MAS
893
MPWM Advisory Solutions
Georgia
$287K +$3.71K +64 +1%
GSIAS
894
Garden State Investment Advisory Services
New Jersey
$286K -$5.8K -100 -2%
LBC
895
Lane Brothers & Co
Arizona
$285K -$5.22K -90 -2%
AWM
896
Ariadne Wealth Management
California
$285K
DSA
897
Droms Strauss Advisors
Missouri
$284K +$116 +2 +0%
WIA
898
World Investment Advisors
California
$284K +$16.8K +290 +6%
SIC
899
Sterling Investment Counsel
New York
$281K -$72.3K -1,247 -20%
ICP
900
Interchange Capital Partners
Pennsylvania
$281K