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
AWM
126
Avior Wealth Management
Nebraska
$644K +$161K +5,465 +30%
CWM
127
Cahaba Wealth Management
Georgia
$570K +$618K +21,015 New
GTAM
128
Global Trust Asset Management
Florida
$557K +$86.2K +2,930 +17%
Principal Financial Group
129
Principal Financial Group
Iowa
$556K +$602K +20,474 New
MCWS
130
McKinley Carter Wealth Services
West Virginia
$553K +$31.2K +1,062 +6%
BA
131
BKS Advisors
Michigan
$536K +$210K +7,126 +57%
Bank of New York Mellon
132
Bank of New York Mellon
New York
$535K -$254K -8,622 -30%
CPA
133
Clear Perspective Advisors
Illinois
$468K +$94.8K +3,222 +23%
SFP
134
Shepherd Financial Partners
Massachusetts
$464K +$90.8K +3,088 +22%
RFC
135
Regions Financial Corp
Alabama
$424K
SCM
136
Stonehearth Capital Management
Massachusetts
$421K +$456K +15,495 New
CAM
137
Concorde Asset Management
Michigan
$409K +$15.9K +541 +4%
FAIM
138
Financial Advocates Investment Management
Washington
$386K -$4.62K -157 -1%
AFA
139
Arlington Financial Advisors
California
$356K +$386K +13,110 New
HighTower Advisors
140
HighTower Advisors
Illinois
$353K -$22.5K -766 -6%
OIA
141
Optimum Investment Advisors
Illinois
$353K
WP
142
WealthSource Partners
California
$351K -$529K -17,989 -58%
JSL
143
JT Stratford LLC
Georgia
$347K +$6.79K +231 +2%
NF
144
Nikulski Financial
Iowa
$337K +$2.53K +86 +0.7%
CA
145
Clearstead Advisors
Ohio
$335K +$363K +12,332 New
OMC
146
Old Mission Capital
Illinois
$331K +$359K +12,197 New
DWM
147
Doyle Wealth Management
Florida
$329K +$357K +12,129 New
DG
148
Delek Group
Israel
$320K -$478K -16,246 -60%
SFSIG
149
San Francisco Sentry Investment Group
California
$318K +$1.91K +65 +0.6%
RIA
150
Regal Investment Advisors
Michigan
$307K +$333K +11,313 New