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
BOPW
101
Brandywine Oak Private Wealth
Pennsylvania
$27.9M +$1.04M +20,141 +4%
IWA
102
Inspirion Wealth Advisors
Illinois
$27.9M -$1.02M -19,702 -3%
GWM
103
Geneos Wealth Management
Colorado
$27.9M +$1.27M +24,415 +5%
RA
104
Riversedge Advisors
Delaware
$27.7M -$97.2K -1,874 -0.3%
MA
105
MONECO Advisors
Connecticut
$27.7M +$4.51M +87,036 +19%
JCM
106
Jacobi Capital Management
Pennsylvania
$27.4M +$27.4M +527,731 +6,212%
WWM
107
Western Wealth Management
Colorado
$27.4M +$1.04M +19,990 +4%
CWA
108
Choice Wealth Advisors
Maine
$27.3M +$110K +2,113 +0.4%
MWPCG
109
Measured Wealth Private Client Group
New Hampshire
$27M +$432K +8,328 +2%
BW
110
BIP Wealth
Georgia
$26.8M -$2.38M -45,894 -8%
CF
111
Convergence Financial
Missouri
$26.4M -$4.72M -91,035 -15%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$26.4M +$180K +3,475 +0.7%
WA
113
Waverly Advisors
Alabama
$26.3M +$1.16M +22,331 +5%
GVAG
114
Great Valley Advisor Group
Delaware
$26.3M -$3.41M -65,781 -11%
NA
115
NewEdge Advisors
Louisiana
$26.3M +$4.93M +94,996 +23%
APP
116
Avantax Planning Partners
Iowa
$26M +$2.95M +56,855 +13%
HSWS
117
Higgins & Schmidt Wealth Strategies
Colorado
$25.7M +$1.04M +19,962 +4%
SA
118
Sanctuary Advisors
Indiana
$25M +$2.31M +44,477 +10%
RA
119
Rodgers & Associates
Pennsylvania
$24.7M +$449K +8,658 +2%
SAW
120
Signal Advisors Wealth
Michigan
$24.4M +$14.7M +282,612 +144%
FWM
121
Foguth Wealth Management
Michigan
$24.3M +$13.9M +268,060 +129%
AWA
122
Alta Wealth Advisors
Massachusetts
$23.9M +$806K +15,539 +3%
PWPS
123
Pinnacle Wealth Planning Services
Ohio
$23.6M +$662K +12,756 +3%
HG
124
Harbor Group
New Hampshire
$23.4M +$730K +14,068 +3%
DWM
125
Dakota Wealth Management
Florida
$23.3M -$1.71M -33,027 -7%