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
MSRI
126
Michael S. Ryan Inc
New York
$24.3M +$1.55M +31,044 +7%
MOS
127
MGO One Seven
Ohio
$23.9M +$4.83M +96,656 +27%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$23.7M -$3.15M -63,130 -12%
SW
129
SkyOak Wealth
Michigan
$23.5M +$1.36M +27,281 +6%
AAS
130
Avantax Advisory Services
Texas
$23.1M +$206K +4,132 +0.9%
VH
131
Visionary Horizons
Tennessee
$23M -$291K -5,831 -1%
ICMM
132
Integrated Capital Management (Michigan)
Michigan
$22.2M +$907K +18,151 +5%
MWM
133
MBE Wealth Management
Wisconsin
$22.2M +$620K +12,409 +3%
WWM
134
Western Wealth Management
Colorado
$22.1M -$5.67M -113,501 -21%
PW
135
Potentia Wealth
California
$21.9M +$1.44M +28,900 +7%
VWA
136
Visionary Wealth Advisors
Illinois
$21.8M +$888K +17,762 +4%
HC
137
Hamilton Capital
Ohio
$21.7M +$852K +17,049 +4%
GRP
138
Global Retirement Partners
California
$21.6M +$20.6M +412,764 New
CJH
139
Christopher J. Hasenberg
Wisconsin
$21.2M +$20.3M +405,567 New
AA
140
Alesco Advisors
New York
$21.1M -$102K -2,038 -0.5%
JSW
141
Journey Strategic Wealth
New Jersey
$20.9M +$2.46M +49,195 +14%
DAS
142
Diversify Advisory Services
Utah
$20.7M +$4.36M +87,319 +29%
Truist Financial
143
Truist Financial
North Carolina
$20.5M +$369K +7,392 +2%
SWM
144
SilverOak Wealth Management
Minnesota
$20.3M +$846K +16,928 +5%
CWM
145
CarsonAllaria Wealth Management
Illinois
$19.8M +$599K +11,988 +3%
MD
146
Money Design
Japan
$19.7M +$826K +16,523 +5%
LGW
147
Leslie Global Wealth
Illinois
$19.7M +$583K +11,666 +3%
AG
148
Ascent Group
Virginia
$19.6M -$989K -19,799 -5%
CG
149
Cynosure Group
Utah
$19.4M +$69.6K +1,393 +0.4%
WAOI
150
Wealth Advisors of Iowa
Iowa
$18.9M +$380K +7,605 +2%