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
CC
151
Courier Capital
New York
$8.33M +$945K +24,671 +13%
BRWA
152
B. Riley Wealth Advisors
Florida
$8.24M +$7.77M +202,870 +2,236%
BC
153
Burney Company
Virginia
$8.11M -$3.32M -86,765 -29%
UCFA
154
United Capital Financial Advisors
Texas
$8.01M -$269K -7,025 -3%
CI
155
CX Institutional
Indiana
$7.89M -$6.27M -163,586 -45%
KWM
156
Kingsview Wealth Management
Oregon
$7.85M +$3.49K +91 +0%
RFS
157
Retirement Financial Solutions
Tennessee
$7.83M +$7.71M +201,332 New
AWM
158
Axxcess Wealth Management
California
$7.49M +$14K +366 +0.2%
GRP
159
Global Retirement Partners
California
$7.49M +$455K +11,879 +7%
CA
160
Cetera Advisors
Colorado
$7.48M +$4.33M +112,965 +142%
HA
161
Hofer & Associates
California
$7.44M +$54K +1,410 +0.7%
VCP
162
Verus Capital Partners
Arizona
$7.37M -$851K -22,220 -10%
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$7.33M +$636K +16,616 +10%
WI
164
WrapManager Inc
California
$7.31M -$258K -6,728 -3%
Truist Financial
165
Truist Financial
North Carolina
$7.17M -$794K -20,727 -10%
AAS
166
Avantax Advisory Services
Texas
$7.15M +$1.26M +32,975 +22%
DWM
167
Drive Wealth Management
Utah
$7.06M +$6.57M +171,446 +1,706%
WFPG
168
Waller Financial Planning Group
Ohio
$7.02M -$95.1K -2,482 -1%
CRI
169
Colonial River Investments
Virginia
$6.98M +$5.26M +137,312 +325%
VBFP
170
Valtinson Bruner Financial Planning
Minnesota
$6.87M -$107K -2,799 -2%
TCFP
171
Treasure Coast Financial Planning
Florida
$6.84M -$116K -3,026 -2%
FPIS
172
Financial Planning & Information Services
Wisconsin
$6.81M -$136K -3,545 -2%
OC
173
Oarsman Capital
Wisconsin
$6.72M -$93.4K -2,438 -1%
AWA
174
Alta Wealth Advisors
Massachusetts
$6.69M +$1.99M +51,923 +43%
SIG
175
Sargent Investment Group
Maryland
$6.6M +$254K +6,636 +4%