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
TCFP
151
Treasure Coast Financial Planning
Florida
$6.17M +$147K +3,879 +2%
FPIS
152
Financial Planning & Information Services
Wisconsin
$6.16M +$154K +4,057 +2%
OC
153
Oarsman Capital
Wisconsin
$6.04M +$354K +9,326 +6%
CA
154
CGN Advisors
Kansas
$6M +$552K +14,562 +9%
VBFP
155
Valtinson Bruner Financial Planning
Minnesota
$5.99M +$402K +10,594 +6%
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$5.93M +$514K +13,559 +9%
SIG
157
Sargent Investment Group
Maryland
$5.85M +$203K +5,353 +3%
PA
158
Probity Advisors
Texas
$5.76M +$214K +5,637 +3%
JCM
159
Jacobi Capital Management
Pennsylvania
$5.61M -$13.3M -350,714 -68%
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$5.51M +$2.19M +57,750 +57%
BDF
161
Balasa Dinverno & Foltz
$5.46M -$387K -10,188 -6%
BFG
162
Barber Financial Group
Kansas
$5.46M +$42.1K +1,110 +0.7%
SC
163
Savant Capital
Illinois
$5.3M -$320K -8,442 -5%
SHJ
164
Sharkey, Howes & Javer
Colorado
$5.27M +$5.53M +145,787 +2,059%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$5.27M +$803K +21,163 +16%
PFG
166
Pacific Financial Group
Washington
$5.25M -$629K -16,579 -10%
OHIS
167
Oak Harvest Investment Services
Texas
$5.24M +$1.63M +42,870 +39%
AAS
168
Avantax Advisory Services
Texas
$5.21M +$1.2M +31,684 +27%
GG
169
GenWealth Group
New Jersey
$5.19M -$46.5K -1,226 -0.8%
MWA
170
Motive Wealth Advisors
Michigan
$5.17M +$268K +7,068 +5%
IA
171
IFG Advisory
Georgia
$5.06M +$4.99M +131,397 +855%
EFL
172
ERn Financial LLC
Wisconsin
$5M +$266K +7,009 +5%
PC
173
Pecaut & Co
Iowa
$4.92M +$335K +8,831 +7%
SOS
174
Silver Oak Securities
Tennessee
$4.91M -$2.02M -53,178 -31%
FC
175
Financial Council
Maryland
$4.86M +$557K +14,670 +12%