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
BWG
76
Balanced Wealth Group
Ohio
$38.4M -$37.2M -730,615 -48%
CFD
77
Creative Financial Designs
Indiana
$38M -$2.12M -41,657 -5%
AIA
78
Alera Investment Advisors
Illinois
$37.6M -$905K -17,778 -2%
CA
79
CGN Advisors
Kansas
$37.5M +$6.89M +135,430 +24%
WF
80
Williams Financial
Vermont
$37.1M +$657K +12,908 +2%
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$37.1M -$1.41M -27,668 -4%
FWI
82
Facet Wealth Inc
Maryland
$37.1M -$2.99M -58,681 -8%
WCAMG
83
Woodard & Company Asset Management Group
North Carolina
$35.2M +$2.16M +42,384 +7%
Corient Private Wealth
84
Corient Private Wealth
Florida
$34.3M +$1.31M +25,664 +4%
FFS
85
Founders Financial Securities
Maryland
$34.1M -$1.08M -21,174 -3%
SFM
86
Signet Financial Management
New Jersey
$33.8M +$74.4K +1,462 +0.2%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$33.2M +$9.12M +179,235 +40%
BEI
88
Benjamin Edwards Inc
Missouri
$33M +$29.6M +581,565 +1,372%
PS
89
Principal Securities
Iowa
$32.5M +$31.3M +614,392 +113,776%
BW
90
BIP Wealth
Georgia
$32.3M +$1.3M +25,551 +4%
EDRIA
91
Edmonds Duncan Registered Investment Advisors
Kansas
$31.9M +$2.12M +41,623 +7%
AWM
92
Avior Wealth Management
Nebraska
$31.7M +$617K +12,132 +2%
VC
93
Vicus Capital
Pennsylvania
$30.7M +$641K +12,594 +2%
IWA
94
Inspirion Wealth Advisors
Illinois
$30.1M -$490K -9,619 -2%
TVAMP
95
Tennessee Valley Asset Management Partners
Tennessee
$29.7M +$775K +15,236 +3%
Northern Trust
96
Northern Trust
Illinois
$29.4M -$101K -1,977 -0.4%
RA
97
Riversedge Advisors
Delaware
$28.6M +$303K +5,957 +1%
PFS
98
Prospera Financial Services
Texas
$28.5M +$24.5M +481,801 +847%
SWP
99
Stratos Wealth Partners
Ohio
$28.4M +$3.73M +73,211 +16%
CWM
100
Cordatus Wealth Management
Pennsylvania
$28.1M +$24.3M +477,741 +897%