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
MIAN
101
Mariner Independent Advisor Network
Kansas
$4.35M +$462K +15,207 +12%
PLU
102
Performa Ltd (US)
South Carolina
$4.32M +$850K +27,977 +24%
JFA
103
JNBA Financial Advisors
Minnesota
$4.29M +$1.1M +36,055 +34%
PFG
104
PAX Financial Group
Texas
$4.2M +$22.7K +748 +0.5%
MW
105
Marcum Wealth
Ohio
$4.12M -$419K -13,794 -9%
DWM
106
Doyle Wealth Management
Florida
$4.09M +$1.39M +45,612 +51%
LFA
107
Lighthouse Financial Advisors
Maryland
$3.99M +$37.9K +1,246 +1%
SFP
108
Strategic Financial Partners
Oregon
$3.98M +$145K +4,766 +4%
ML
109
McAdam LLC
Pennsylvania
$3.85M -$52.4K -1,723 -1%
AWM
110
Avior Wealth Management
Nebraska
$3.82M +$341K +11,233 +10%
Goldman Sachs
111
Goldman Sachs
New York
$3.82M -$12.5K -410 -0.3%
FPIS
112
Financial Planning & Information Services
Wisconsin
$3.75M +$564K +18,575 +18%
Truist Financial
113
Truist Financial
North Carolina
$3.73M -$675K -22,210 -15%
GFPC
114
Global Financial Private Client
Florida
$3.61M +$256K +8,428 +8%
IB
115
Intrust Bank
Kansas
$3.56M -$1.18M -38,769 -25%
CAM
116
Cozad Asset Management
Illinois
$3.3M -$24.8K -815 -0.7%
RWMH
117
Riverpoint Wealth Management Holdings
Illinois
$3.27M -$75.3K -2,478 -2%
FIM
118
Freedom Investment Management
Connecticut
$3.22M +$3.31K +109 +0.1%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$3.08M +$441K +14,521 +17%
BWFA
120
Baltimore-Washington Financial Advisors
Maryland
$3.02M -$75.5K -2,485 -2%
BI
121
Ballast Inc
Kentucky
$2.97M -$503K -16,564 -14%
GIA
122
GHP Investment Advisors
Colorado
$2.93M +$624K +20,540 +27%
WAS
123
Winch Advisory Services
Wisconsin
$2.89M +$102K +3,373 +4%
APP
124
Avantax Planning Partners
Iowa
$2.88M -$60.4M -1,986,283 -95%
GB
125
Gunma Bank
Japan
$2.85M +$2.87M +94,500 New