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
WAP
201
Wealthcare Advisory Partners
Pennsylvania
$11.7M +$743K +14,317 +7%
RWM
202
Reston Wealth Management
Virginia
$11.6M -$1.28M -24,608 -10%
PA
203
Probity Advisors
Texas
$11.6M -$10.1K -194 -0.1%
PWM
204
Power Wealth Management
Georgia
$11.5M +$1.06M +20,489 +10%
NG
205
Novem Group
New York
$11.4M +$3.02M +58,257 +35%
VBFP
206
Valtinson Bruner Financial Planning
Minnesota
$11.4M +$198K +3,823 +2%
HPC
207
Hobart Private Capital
North Carolina
$11.1M +$2.82M +54,316 +33%
FC
208
Financial Council
Maryland
$11.1M +$11.3K +218 +0.1%
CCFM
209
Clear Creek Financial Management
Washington
$11M -$418K -8,062 -4%
DWM
210
Dogwood Wealth Management
Kansas
$11M +$482K +9,303 +5%
GIA
211
GHP Investment Advisors
Colorado
$11M +$87.7K +1,690 +0.8%
NECFA
212
New England Capital Financial Advisors
Connecticut
$10.9M -$1.19M -22,981 -10%
WI
213
WrapManager Inc
California
$10.7M +$34K +656 +0.3%
SI
214
Stephens Inc
Arkansas
$10.7M +$1.2M +23,115 +12%
Legacy Financial Group (Iowa)
215
Legacy Financial Group (Iowa)
Iowa
$10.7M +$559K +10,773 +5%
GFG
216
Goldstone Financial Group
Illinois
$10.5M +$360K +6,947 +3%
HA
217
Hofer & Associates
California
$10.5M +$198K +3,821 +2%
CIA
218
Concurrent Investment Advisors
Florida
$10.1M -$1.4M -27,016 -12%
SC
219
Savant Capital
Illinois
$10.1M -$286K -5,519 -3%
M&T Bank
220
M&T Bank
New York
$9.99M -$318K -6,127 -3%
OHIS
221
Oak Harvest Investment Services
Texas
$9.82M -$463K -8,926 -4%
SSW
222
Stone Summit Wealth
Florida
$9.82M -$172K -3,314 -2%
VA
223
VestGen Advisors
Illinois
$9.7M +$9.85M +189,970 New
GG
224
GenWealth Group
New Jersey
$9.69M +$243K +4,690 +3%
CWM
225
Collaborative Wealth Management
Florida
$9.66M +$125K +2,405 +1%