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
CSPIA
126
Cary Street Partners Investment Advisory
Virginia
$17.7M +$2.98M +68,984 +22%
AWA
127
Alta Wealth Advisors
Massachusetts
$17.7M +$7.32M +169,682 +81%
OCM
128
One Capital Management
California
$17.7M -$168K -3,902 -1%
MSRI
129
Michael S. Ryan Inc
New York
$17.6M +$738K +17,102 +5%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$17.4M +$1.49M +34,575 +10%
M&T Bank
131
M&T Bank
New York
$17.3M -$620K -14,380 -4%
AWM
132
Atticus Wealth Management
Florida
$17.2M -$3.04M -70,548 -16%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$17.2M -$2.06M -47,689 -11%
CA
134
CGN Advisors
Kansas
$17.1M -$219K -5,077 -1%
AWS
135
Atria Wealth Solutions
New York
$17M +$6.13M +142,047 +64%
LFPWM
136
Leicht Financial Planning & Wealth Management
New Jersey
$17M -$4.43M -102,763 -22%
GRP
137
Global Retirement Partners
California
$16.9M +$3.43M +79,456 +28%
SW
138
SkyOak Wealth
Michigan
$16.8M +$1.28M +29,741 +9%
HWM
139
Horizon Wealth Management
Illinois
$16.6M +$15.3M +355,739 New
SW
140
SteelPeak Wealth
California
$16M -$6.59M -152,860 -31%
NL
141
Navalign LLC
California
$15.8M +$251K +5,810 +2%
GVAG
142
Great Valley Advisor Group
Delaware
$15.4M +$1.68M +38,992 +13%
CWM
143
CarsonAllaria Wealth Management
Illinois
$15.2M +$262K +6,075 +2%
TFA
144
TPG Financial Advisors
Oregon
$15.1M -$41K -951 -0.3%
Charles Schwab
145
Charles Schwab
California
$15M -$4.88M -113,094 -26%
DI
146
DFPG Investments
Utah
$14.9M +$847K +19,641 +7%
WAOI
147
Wealth Advisors of Iowa
Iowa
$14.8M -$488K -11,308 -3%
ML
148
McAdam LLC
Pennsylvania
$14.7M +$447K +10,364 +3%
CC
149
Courier Capital
New York
$14.5M +$68.6K +1,591 +0.5%
DI
150
Diligent Investors
California
$14.2M -$583K -13,515 -4%