We are live on ! Find out more
VLU icon

State Street SPDR S&P 1500 Value Tilt ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPW
51
Flagship Private Wealth
Massachusetts
$268K – – –
Global Retirement Partners
52
Global Retirement Partners
California
$247K +$533 +3 +0.2%
PFA
53
Professional Financial Advisors
Nebraska
$221K +$178 +1 +0.1%
CMS
54
Capital Market Strategies
Florida
$220K -$3.55K -20 -2%
Brown Advisory
55
Brown Advisory
Maryland
$220K +$212K +1,192 New
Great Valley Advisor Group
56
Great Valley Advisor Group
Delaware
$217K -$62.4K -351 -23%
PTC
57
Private Trust Company
Ohio
$206K – – –
Fidelity Investments
58
Fidelity Investments
Massachusetts
$149K +$87.1K +490 +155%
NS
59
NBC Securities
Alabama
$108K +$104K +588 New
US Bancorp
60
US Bancorp
Minnesota
$94.4K – – –
CFD
61
Creative Financial Designs
Indiana
$38.7K – – –
Steward Partners Investment Advisory
62
Steward Partners Investment Advisory
New York
$36.9K -$44.4K -250 -56%
HIA
63
Harbor Investment Advisory
Maryland
$27.7K – – –
PFBT
64
Parkside Financial Bank & Trust
Missouri
$25.2K – – –
Allworth Financial
65
Allworth Financial
California
$21K +$20.3K +114 New
Geneos Wealth Management
66
Geneos Wealth Management
Colorado
$17.5K – – –
EWP
67
Elevation Wealth Partners
California
$13.8K +$13.3K +75 New
AF
68
Advisornet Financial
Minnesota
$12.9K – – –
CFGS
69
Concourse Financial Group Securities
Alabama
$12.5K +$12.1K +68 New
NFSG
70
Newbridge Financial Services Group
Florida
$3.87K +$3.73K +21 New
GM
71
GeoWealth Management
Illinois
$3.69K +$3.55K +20 New
Wells Fargo
72
Wells Fargo
California
$53 -$178 -1 Closed
SignatureFD
73
SignatureFD
Georgia
$8 – – –
Mariner
74
Mariner
Kansas
– -$1.05M -6,108 Closed
Tower Research Capital (TRC)
75
Tower Research Capital (TRC)
New York
– -$479K -2,783 Closed