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
OP
951
Oath Planning
Oklahoma
$243K +$241K +4,283 New
BRWA
952
B. Riley Wealth Advisors
Florida
$243K +$506 +9 +0.2%
HCMG
953
Howard Capital Management Group
California
$243K – – –
SI
954
Stirlingshire Investments
New York
$241K +$238K +4,234 New
DCM
955
Donaldson Capital Management
Indiana
$237K -$787 -14 -0.3%
FWM
956
Forza Wealth Management
Florida
$237K – – –
PFA
957
Providence Financial Advisors
Kansas
$234K +$56 +1 +0%
TH
958
TCTC Holdings
Texas
$234K – – –
MHWM
959
Montz Harcus Wealth Management
Louisiana
$233K +$26K +463 +13%
MSF
960
Mustard Seed Financial
Arkansas
$232K -$159K -2,823 -41%
VC
961
Veracity Capital
Georgia
$232K +$618 +11 +0.3%
BCA
962
Bay Colony Advisors
Massachusetts
$232K – – –
WI
963
Westbourne Investments
Virginia
$232K – – –
EIA
964
Eldridge Investment Advisors
New Hampshire
$230K +$8.03K +143 +4%
FA
965
Fiduciary Alliance
South Carolina
$230K -$25.2K -448 -10%
HFS
966
Hopwood Financial Services
Virginia
$228K – – –
DCM
967
Delta Capital Management
New Jersey
$227K – – –
GW
968
Graetz Wealth
Michigan
$227K +$224K +3,994 New
ARC
969
Advisor Resource Council
Texas
$224K +$215K +3,824 New
TAM
970
Tucker Asset Management
Colorado
$223K – – –
TCA
971
Trifecta Capital Advisors
Illinois
$222K – – –
AC
972
Asio Capital
Kentucky
$222K – – –
WAS
973
Winch Advisory Services
Wisconsin
$221K +$1.12K +20 +0.5%
RSWM
974
Robertson Stephens Wealth Management
California
$220K +$218K +3,873 New
BFWA
975
Benchmark Financial Wealth Advisors
Florida
$220K +$1.24K +22 +0.6%
37 38
39
40 41