We are live on ! Find out more
SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$112M +$117M +3,797,621 +5,584,737%
HI
2
Horizon Investments
North Carolina
$111M +$116M +3,766,997 New
VA
3
Valmark Advisers
Ohio
$109M +$114M +3,721,769 New
BCI
4
Brinker Capital Investments
Pennsylvania
$35.8M +$28.8M +936,699 +334%
Bank of America
5
Bank of America
North Carolina
$32.5M +$2.33M +75,771 +7%
LPL Financial
6
LPL Financial
California
$25.9M +$21.4M +696,933 +379%
FWM
7
Focused Wealth Management
New York
$25.1M +$26.2M +853,438 New
FFG
8
Ford Financial Group
California
$23.1M +$3.99M +130,067 +20%
IWA
9
Inspirion Wealth Advisors
Illinois
$22.3M +$23.3M +759,826 New
PI
10
PFS Investments
Georgia
$21.6M +$22.4M +729,862 New
AIA
11
Allegis Investment Advisors
Idaho
$20.4M +$3.58M +116,523 +20%
Morgan Stanley
12
Morgan Stanley
New York
$19M +$5.45M +177,346 +38%
LFS
13
Lutz Financial Services
Nebraska
$16M +$3.09M +100,498 +23%
NA
14
Nottingham Advisors
New York
$13.8M +$13.1M +426,182 +1,737%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$9.86M +$4.17M +135,783 +67%
JWM
16
Jackson Wealth Management
Florida
$9.14M +$166K +5,397 +2%
FFS
17
Founders Financial Securities
Maryland
$8.91M +$9.31M +303,241 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.54M +$778K +25,346 +10%
ACM
19
AlphaStar Capital Management
North Carolina
$7.55M +$4.96M +161,606 +170%
SB
20
Suntrust Banks
Georgia
$7.54M +$453K +14,741 +29%
WI
21
WrapManager Inc
California
$6.89M +$7.2M +234,461 New
Wells Fargo
22
Wells Fargo
California
$6.54M +$652K +21,230 +11%
UCFA
23
United Capital Financial Advisors
Texas
$6.38M +$549K +17,894 +9%
FNT
24
First National Trust
Pennsylvania
$5.69M +$1.87M +60,873 +46%
Ameriprise
25
Ameriprise
Minnesota
$5.31M +$3.02M +98,273 +119%
1
2 3 4 5