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
DI
176
DFPG Investments
Utah
$7.51M +$1.81M +43,866 +35%
PA
177
Probity Advisors
Texas
$7.5M +$7.17M +173,585 New
SIG
178
Sargent Investment Group
Maryland
$7.43M +$369K +8,941 +5%
FPIS
179
Financial Planning & Information Services
Wisconsin
$7.42M -$120K -2,906 -2%
UCFA
180
United Capital Financial Advisors
Texas
$7.21M -$419K -10,156 -6%
SA
181
Shilanski & Associates
Alaska
$7.1M +$206K +4,986 +3%
FC
182
Financial Council
Maryland
$6.9M +$315K +7,620 +5%
PC
183
Pecaut & Co
Iowa
$6.72M +$305K +7,390 +5%
GG
184
GenWealth Group
New Jersey
$6.7M +$408K +9,877 +7%
VBFP
185
Valtinson Bruner Financial Planning
Minnesota
$6.69M -$568K -13,759 -8%
QC
186
Quent Capital
New York
$6.45M -$9.75K -236 -0.2%
PWG
187
Private Wealth Group
Florida
$6.44M +$1.38M +33,363 +29%
OHIS
188
Oak Harvest Investment Services
Texas
$6.43M +$770K +18,650 +14%
FWI
189
Facet Wealth Inc
Maryland
$6.36M +$101K +2,443 +2%
EFL
190
ERn Financial LLC
Wisconsin
$6.19M +$184K +4,447 +3%
IA
191
IFP Advisors
Florida
$6.13M -$3.52M -85,285 -38%
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$6.12M +$234K +5,668 +4%
CWM
193
Collaborative Wealth Management
Florida
$6.08M +$192K +4,644 +3%
SC
194
Savant Capital
Illinois
$6.05M -$263K -6,369 -4%
CA
195
Cetera Advisors
Colorado
$5.95M -$804K -19,460 -12%
PFG
196
Pacific Financial Group
Washington
$5.88M -$223K -5,406 -4%
Marshall Wace
197
Marshall Wace
United Kingdom
$5.85M +$4.01M +97,124 +254%
AI
198
Auour Investments
Massachusetts
$5.73M +$5.48M +132,633 New
CGFA
199
Colton Groome Financial Advisors
North Carolina
$5.7M -$2.91M -70,397 -35%
DWM
200
Dakota Wealth Management
Florida
$5.64M +$161K +3,892 +3%