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
CM
176
Churchill Management
California
$7.83M +$8.22M +189,857 New
GIA
177
GHP Investment Advisors
Colorado
$7.7M +$452K +10,432 +6%
SSW
178
Stone Summit Wealth
Florida
$7.64M +$140K +3,222 +2%
AssetMark Inc
179
AssetMark Inc
California
$7.39M -$1.25M -28,955 -14%
WI
180
WrapManager Inc
California
$7.36M -$111K -2,556 -1%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$7.33M +$1.56M +36,071 +25%
SIG
182
Sargent Investment Group
Maryland
$7.29M +$197K +4,545 +3%
JCM
183
Jacobi Capital Management
Pennsylvania
$7.23M +$7.17M +165,472 +1,696%
PA
184
Probity Advisors
Texas
$7.18M +$23.2K +535 +0.3%
FPIS
185
Financial Planning & Information Services
Wisconsin
$7.02M -$67.7K -1,562 -0.9%
FC
186
Financial Council
Maryland
$6.81M +$235K +5,428 +3%
SA
187
Shilanski & Associates
Alaska
$6.68M -$106K -2,438 -1%
OHIS
188
Oak Harvest Investment Services
Texas
$6.57M +$451K +10,417 +7%
HPC
189
HM Payson & Co
Maine
$6.57M -$1.01M -23,430 -13%
UCFA
190
United Capital Financial Advisors
Texas
$6.56M -$345K -7,968 -5%
GG
191
GenWealth Group
New Jersey
$6.51M +$111K +2,570 +2%
VBFP
192
Valtinson Bruner Financial Planning
Minnesota
$6.48M +$86.6K +2,000 +1%
CWM
193
Collaborative Wealth Management
Florida
$6.32M +$540K +12,477 +9%
PC
194
Pecaut & Co
Iowa
$6.29M -$127K -2,939 -2%
DWM
195
Dakota Wealth Management
Florida
$6.16M +$812K +18,757 +14%
QC
196
Quent Capital
New York
$6.16M +$3.81K +88 +0.1%
EFL
197
ERn Financial LLC
Wisconsin
$6.11M +$206K +4,754 +3%
CA
198
Cetera Advisors
Colorado
$5.62M -$65.7K -1,518 -1%
AI
199
Auour Investments
Massachusetts
$5.55M +$67.8K +1,565 +1%
SC
200
Savant Capital
Illinois
$5.54M -$260K -5,998 -4%