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
TIM
901
Tortoise Investment Management
New York
$68K – – –
VWM
902
Venturi Wealth Management
Texas
$67.7K – – –
CWM
903
Crowley Wealth Management
Delaware
$67.6K +$70.3K +1,322 New
HI
904
Human Investing
Oregon
$65.6K +$68.2K +1,282 New
NFSG
905
Newbridge Financial Services Group
Florida
$65.5K -$14.3K -268 -17%
BTI
906
Blue Trust Inc
Georgia
$65.4K -$31.2K -586 -31%
BAM
907
Byrne Asset Management
New Jersey
$65.3K -$17.4K -327 Closed
FM
908
Family Management
New York
$64.7K – – –
AG
909
AmeriFlex Group
Nevada
$62.3K +$63.1K +1,185 New
ADL
910
Asset Dedication LLC
California
$62K -$43.9K -825 -41%
OIA
911
Optimum Investment Advisors
Illinois
$61.4K – – –
FFC
912
First Financial Corp
Indiana
$59.2K – – –
WIM
913
Westside Investment Management
California
$56.4K – – –
ACA
914
Atlas Capital Advisors
Wyoming
$56K – – –
OLVIG
915
Oliver Lagore Vanvalin Investment Group
Michigan
$55K – – –
SAM
916
Synergy Asset Management
Washington
$54K +$54.3K +1,021 New
T
917
Transce3nd
Texas
$51.8K +$53.9K +1,013 New
AIC
918
Archer Investment Corporation
Indiana
$51.1K – – –
QCG
919
Quadrant Capital Group
Ohio
$51.1K – – –
PFM
920
Phillips Financial Management
Indiana
$49.8K -$88.9K -1,671 -63%
TSMHT
921
Thurston Springer Miller Herd & Titak
Indiana
$49.7K – – –
CA
922
Crewe Advisors
Utah
$49.6K +$29.8K +560 +137%
SC
923
Steph & Co
Wisconsin
$45.3K – – –
PMFA
924
Plante Moran Financial Advisors
Michigan
$44.6K – – –
MPWT
925
MassMutual Private Wealth & Trust
Connecticut
$44.2K +$46K +864 New
35 36
37
38 39