SS SPDR S&P 600 SC Val ETFSLYVETF
13F holders, Q1 2024 (March 31)531holders
2famous investors
$82.27avg. 13F price*
At the end of Q1 2024, 531 institutions reported holding SS SPDR S&P 600 SC Val ETF (SLYV) in their 13F filings. The largest holders were Bank of America Corp. ($206.6M), LPL Financial LLC ($113.9M) and Financial Engines Advisors L.L.C. ($110.2M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P 600 SC Val ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $27.7M |
| Exits | 30 | $27.5M |
Ownership 531 holders
| Bank of America Corp. | 0.02% | Add +49.6% | 2,490,267 | $206.6M |
| LPL Financial LLC | 0.06% | Reduce -10.8% | 1,373,335 | $113.9M |
| Financial Engines Advisors L.L.C. | 0.25% | Reduce -0.4% | 1,327,811 | $110.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -10.6% | 1,221,896 | $101.4M |
| Cannon Financial Strategists, Inc. | 14.09% | Add +2.6% | 863,860 | $71.7M |
| Cerity Partners LLC | 0.18% | Add +9.9% | 840,141 | $69.7M |
| Goelzer Investment Management, Inc. | 3.82% | Add +1.2% | 812,795 | $67.4M |
| NorthRock Partners, LLC | 2.21% | Add +2.6% | 692,577 | $57.5M |
| Financial Planning & Information Services, Inc. | 7.87% | Reduce -3.1% | 631,328 | $52.4M |
| Morningstar Investment Services LLC | 0.49% | Reduce -45.8% | 542,698 | $44.9M |
| Redwood Investment Management, LLC | 3.95% | Add +19.0% | 499,779 | $41.5M |
| Creative Planning | 0.04% | Reduce -3.2% | 479,032 | $39.7M |
| Commonwealth Equity Services, LLC | 0.07% | Add +4.4% | 476,553 | $39.5M |
| Townsquare Capital LLC | 0.49% | Add +6.9% | 401,166 | $33.3M |
| Equitable Holdings, Inc. | 0.35% | Add +2.7% | 375,689 | $31.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.6% | 366,285 | $30.4M |
| Wells Fargo & Company | 0.01% | Add +5.0% | 363,494 | $30.2M |
| Trilogy Capital Inc. | 1.58% | Add +5.4% | 331,429 | $27.5M |
| Avior Wealth Management, LLC | 1.28% | Add +8.7% | 331,313 | $27.5M |
| Evensky & Katz LLC | 1.85% | Reduce -1.1% | 315,214 | $26.2M |
| Rodgers & Associates, LTD | 3.12% | Add +1.4% | 292,813 | $24.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +164.7% | 285,325 | $23.7M |
| Dean, Jacobson Financial Services, LLC | 19.16% | Add +0.3% | 285,086 | $23.7M |
| Morgan Stanley | 0.00% | Add +2.6% | 283,752 | $23.5M |
| American Financial Advisors, LLC | 3.18% | Reduce -2.4% | 271,657 | $22.5M |
| Buckingham Strategic Wealth, LLC | 0.23% | Reduce -2.3% | 260,212 | $21.6M |
| Klingman & Associates, LLC | 1.54% | Reduce -1.0% | 258,087 | $21.4M |
| Roberts Financial Services LLC | 4.08% | Add +2.3% | 240,957 | $20.0M |
| Osaic Holdings, Inc. | 0.04% | Add +39.0% | 239,539 | $19.9M |
| Brandywine Oak Private Wealth LLC | 2.02% | Add +3.0% | 233,493 | $19.4M |
| Truist Financial Corp. | 0.03% | Add +0.2% | 223,613 | $18.6M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -4.0% | 221,304 | $18.4M |
| Financial Advisory Group | 3.22% | Add +6.5% | 219,943 | $18.2M |
| Avantax Planning Partners, Inc. | 0.58% | Reduce -4.8% | 217,708 | $18.1M |
| Financial Enhancement Group LLC | 2.95% | Add +3.7% | 230,899 | $17.9M |
| KWB Wealth | 2.20% | Reduce -2.7% | 196,878 | $16.3M |
| FAS Wealth Partners, Inc. | 1.44% | Add +0.2% | 196,436 | $16.3M |
| Convergence Financial, LLC | 6.68% | Reduce -6.1% | 195,030 | $16.2M |
| First National Trust Co | 0.64% | Reduce -8.2% | 188,834 | $15.7M |
| Marathon Mission, Inc. | 11.70% | Add +13.8% | 178,668 | $14.8M |
| Lutz Financial Services LLC | 1.24% | Add +1.1% | 171,514 | $14.2M |
| Rockbridge Investment Management, LCC | 2.01% | Add +6.5% | 165,564 | $13.7M |
| GHP Investment Advisors, Inc. | 0.67% | Add +1.5% | 163,739 | $13.6M |
| Sage Financial Group Inc. | 1.21% | Add +2.6% | 161,999 | $13.4M |
| Corient Private Wealth LP | 0.02% | Reduce -8.1% | 157,017 | $13.0M |
| Mariner, LLC | 0.03% | Reduce -12.3% | 151,920 | $12.6M |
| Financial Strategies Group, Inc. | 3.37% | Reduce -1.5% | 153,861 | $12.5M |
| Capasso Planning Partners LLC | 5.13% | Add +5.1% | 149,178 | $12.4M |
| Asset Dedication, LLC | 0.92% | Reduce -5.5% | 148,776 | $12.3M |
| Key Financial Inc | 3.08% | Add +5.2% | 145,393 | $12.1M |
| WCG Wealth Advisors LLC | 1.01% | Reduce -29.1% | 145,251 | $12.1M |
| UBS Group AG | 0.00% | Reduce -23.1% | 143,225 | $11.9M |
| Wrenne Financial Planning LLC | 8.74% | Add +8.5% | 142,518 | $11.8M |
| Tiaa Trust, National Association | 0.03% | Add +5.9% | 134,858 | $11.2M |
| Resonant Capital Advisors, LLC | 0.92% | Add +6.6% | 129,739 | $10.8M |
| HighTower Advisors, LLC | 0.02% | Add +1.3% | 127,453 | $10.6M |
| Optimist Retirement Group LLC | 5.32% | Add +8.0% | 124,823 | $10.4M |
| Triangle Securities Wealth Management | 2.93% | Add +0.6% | 123,942 | $10.3M |
| Tradewinds Capital Management, LLC | 2.78% | Add +10348.5% | 121,202 | $10.1M |
| Concord Wealth Partners | 1.76% | Reduce -7.3% | 117,648 | $9.8M |
| Retirement Group, LLC | 3.46% | Add +0.6% | 116,577 | $9.7M |
| Compass Ion Advisors, LLC | 1.37% | Reduce -4.6% | 114,922 | $9.5M |
| Signature Estate & Investment Advisors LLC | 0.26% | Add +11.7% | 112,601 | $9.3M |
| Concord Asset Management, LLC | 2.43% | Reduce -7.1% | 111,238 | $9.2M |
| Focus Partners Advisor Solutions, LLC | 0.26% | Add +592.8% | 109,063 | $9.0M |
| Perritt Capital Management Inc | 4.81% | Add +1.9% | 107,327 | $8.9M |
| Perennial Investment Advisors, LLC | 1.31% | Add +13.4% | 103,459 | $8.6M |
| BIP Wealth, LLC | 0.61% | Add +2.6% | 99,796 | $8.3M |
| Baird Financial Group, Inc. | 0.02% | Add +9.9% | 98,311 | $8.2M |
| N.E.W. Advisory Services LLC | 0.89% | Add +0.2% | 97,025 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.7% | 96,042 | $8.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.3% | 95,289 | $7.9M |
| Mather Group, Llc. | 0.12% | Reduce -0.2% | 91,030 | $7.6M |
| Geneos Wealth Management Inc. | 0.35% | Add +5.3% | 90,835 | $7.5M |
| Northwest Wealth Management, LLC | 2.02% | Add +1.2% | 89,056 | $7.4M |
| Balanced Wealth Group LLC | 3.29% | Add +934.7% | 300,609 | $7.4M |
| Focus Financial Network, Inc. | 0.35% | — | 93,910 | $7.2M |
| McAdam, LLC | 0.46% | Reduce -2.0% | 86,009 | $7.1M |
| CarsonAllaria Wealth Management, Ltd. | 4.48% | Add +11.7% | 85,921 | $7.1M |
| Dakota Wealth Management | 0.18% | New | 85,638 | $7.1M |
| Cambridge Financial Group, LLC | 3.31% | Add +0.1% | 83,954 | $7.0M |
| Diversified, LLC | 0.94% | Reduce -2.5% | 82,416 | $6.8M |
| Red Door Wealth Management, LLC | 1.32% | Reduce -22.0% | 82,365 | $6.8M |
| Probity Advisors, Inc. | 1.36% | Add +5.2% | 79,247 | $6.6M |
| Alps Advisors Inc. | 0.05% | No change | 78,590 | $6.5M |
| Nwam LLC | 0.52% | Add +4.5% | 77,474 | $6.4M |
| Aire Advisors, LLC | 1.43% | Reduce -0.1% | 76,389 | $6.3M |
| Financial Counselors Inc. | 0.11% | Reduce -0.8% | 75,483 | $6.3M |
| Salomon & Ludwin, LLC | 0.53% | Reduce -1.9% | 74,939 | $6.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +7.8% | 72,290 | $6.0M |
| LPWM LLC | 2.15% | Add +0.9% | 74,486 | $5.9M |
| MML Investors Services, LLC | 0.02% | Reduce -2.1% | 69,666 | $5.8M |
| Kades & Cheifetz LLC | 3.42% | Add +0.3% | 64,349 | $5.3M |
| Cahill Financial Advisors Inc. | 0.73% | Reduce -0.1% | 64,258 | $5.3M |
| Clark Capital Management Group, Inc. | 0.04% | Reduce -42.0% | 64,057 | $5.3M |
| Aptus Capital Advisors, LLC | 0.11% | New | 63,160 | $5.2M |
| Financial Guidance Group, Inc. | 3.40% | Reduce -1.0% | 63,160 | $5.2M |
| Waverly Advisors, LLC | 0.12% | Add +1288.0% | 63,003 | $5.2M |
| Melone Private Wealth, LLC | 3.10% | Reduce -0.2% | 62,154 | $5.2M |
| New Hampshire Trust | 1.18% | Reduce -4.7% | 61,016 | $5.1M |
| Cetera Investment Advisers | 0.01% | Add +137.8% | 60,576 | $5.0M |
| Palisades Hudson Asset Management, L.P. | 2.24% | Add +0.3% | 59,288 | $4.9M |
| Councilor Wealth, LLC | 2.44% | Add +8.9% | 58,699 | $4.9M |
| Ritholtz Wealth Management | 0.17% | Reduce -0.6% | 58,345 | $4.8M |
| Fragasso Financial Advisors Inc | 0.40% | Add +1.2% | 57,124 | $4.7M |
| WealthShield Partners, LLC | 0.76% | Reduce -12.1% | 56,939 | $4.7M |
| Facet Wealth, Inc. | 0.16% | Add +0.2% | 58,265 | $4.7M |
| Provident Wealth Management, LLC | 1.75% | Add +1.3% | 56,440 | $4.7M |
| Krilogy Financial LLC | 0.35% | Reduce -9.0% | 54,946 | $4.6M |
| Waller Financial Planning Group, Inc. | 1.19% | Add +5.0% | 53,716 | $4.5M |
| Interactive Financial Advisors, Inc. | 2.43% | Add +293.9% | 53,032 | $4.4M |
| Modera Wealth Management, LLC | 0.07% | Reduce -0.6% | 52,448 | $4.4M |
| Marietta Wealth Management, LLC | 0.72% | Add +1.1% | 52,354 | $4.3M |
| Pinnacle Financial Partners Inc | 0.09% | Reduce -2.6% | 51,676 | $4.3M |
| Financial Synergies Wealth Advisors, Inc. | 0.55% | Reduce -67.5% | 50,840 | $4.2M |
| Royal Bank of Canada | 0.00% | Reduce -22.9% | 49,600 | $4.1M |
| Clarus Wealth Advisors | 2.27% | Add +1.5% | 51,080 | $4.0M |
| Captrust Financial Advisors | 0.01% | Reduce -3.4% | 47,815 | $4.0M |
| Two Sigma Investments, LP | 0.01% | Add +62.5% | 47,580 | $3.9M |
| Annapolis Financial Services, LLC | 1.30% | Add +0.0% | 47,573 | $3.9M |
| Private Advisor Group, LLC | 0.03% | Add +3.4% | 47,104 | $3.9M |
| Brown Advisory Inc. | 0.01% | Reduce -19.4% | 46,411 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Add +27.4% | 46,187 | $3.8M |
| Larson Financial Group LLC | 0.29% | Reduce -3.9% | 45,907 | $3.8M |
| Prestige Wealth Management Group LLC | 0.80% | Add +23.1% | 44,901 | $3.7M |
| Total Wealth Planning, LLC | 0.63% | Reduce -4.0% | 44,001 | $3.7M |
| New England Capital Financial Advisors LLC | 2.06% | Add +10.0% | 43,950 | $3.6M |
| CW Advisors, LLC | 0.06% | Reduce -5.1% | 43,569 | $3.6M |
| TAGStone Capital, Inc. | 2.10% | Add +4.2% | 43,283 | $3.6M |
| Moneta Group Investment Advisors LLC | 0.06% | Reduce -13.2% | 43,174 | $3.6M |
| Arax Advisory Partners | 0.38% | Reduce -0.1% | 43,096 | $3.6M |
| Ameritas Advisory Services, LLC | 0.14% | Add +29.9% | 42,925 | $3.5M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.10% | Reduce -20.2% | 42,236 | $3.5M |
| Savant Capital, LLC | 0.04% | Reduce -1.7% | 40,994 | $3.4M |
| Tortoise Investment Management, LLC | 0.41% | Add +8.3% | 40,211 | $3.3M |
| RFG Advisory, LLC | 0.11% | Add +10.4% | 40,194 | $3.3M |
| Stratos Wealth Advisors, LLC | 0.20% | Add +4.1% | 40,181 | $3.3M |
| Marotta Asset Management | 0.68% | Add +0.1% | 39,746 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.2% | 38,806 | $3.2M |
| JNBA Financial Advisors | 0.33% | Reduce -7.9% | 38,367 | $3.2M |
| Morton Brown Family Wealth, LLC | 1.30% | Reduce -69.1% | 37,850 | $3.1M |
| Strategies Wealth Advisors, LLC | 0.48% | Reduce -3.4% | 37,551 | $3.1M |
| Calton & Associates, Inc. | 1.51% | Add +1.1% | 37,367 | $3.1M |
| Collective Family Office LLC | 0.98% | No change | 36,326 | $3.0M |
| Gladstone Institutional Advisory LLC | 0.16% | Reduce -1.6% | 35,412 | $2.9M |
| Blue Barn Wealth, LLC | 1.63% | Add +1.9% | 35,323 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | No change | 33,870 | $2.8M |
| Tradition Wealth Management, LLC | 0.28% | New | 33,616 | $2.8M |
| Indie Asset Partners, LLC | 2.45% | Add +6.5% | 33,229 | $2.8M |
| Good Life Advisors, LLC | 0.24% | Add +0.5% | 31,958 | $2.7M |
| Bailard, Inc. | 0.07% | Add +1.9% | 31,766 | $2.6M |
| Chicago Partners Investment Group LLC | 0.11% | Add +3.9% | 32,042 | $2.5M |
| Simon Quick Advisors, LLC | 0.19% | Reduce -22.3% | 30,021 | $2.5M |
| Kingsview Wealth Management, LLC | 0.06% | Add +1.5% | 29,864 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.9% | 29,669 | $2.5M |
| Stevens Capital Partners | 1.40% | Add +12.5% | 28,331 | $2.4M |
| D. E. Shaw & Co. | 0.00% | New | 28,092 | $2.3M |
| Capricorn Fund Managers Ltd | 1.39% | New | 27,760 | $2.3M |
| Portside Wealth Group, LLC | 0.42% | Add +8.3% | 27,655 | $2.3M |
| Anson Capital, Inc. | 3.26% | Add +9.9% | 27,346 | $2.3M |
| Denver Wealth Management, Inc. | 1.16% | Reduce -59.1% | 27,311 | $2.3M |
| Pacific Sun Financial Corp | 1.31% | Reduce -2.7% | 27,121 | $2.3M |
| Signet Financial Management, LLC | 0.31% | Reduce -11.6% | 27,108 | $2.2M |
| Principal Securities, Inc. | 0.07% | Reduce -2.7% | 26,929 | $2.2M |
| Mutual Advisors, LLC | 0.07% | Reduce -0.3% | 26,581 | $2.2M |
| Freedom Investment Management, Inc. | 0.17% | Reduce -5.4% | 25,879 | $2.1M |
| Imprint Wealth LLC | 0.52% | New | 26,131 | $2.1M |
| ERn Financial, LLC | 0.36% | Add +0.9% | 24,993 | $2.1M |
| Meritage Portfolio Management | 0.13% | Reduce -5.5% | 24,760 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +0.2% | 24,115 | $2.0M |
| Farther Finance Advisors, LLC | 0.12% | Reduce -13.1% | 24,189 | $2.0M |
| Raymond James & Associates | 0.00% | Reduce -13.1% | 23,822 | $2.0M |
| Altfest L J & Co. Inc. | 0.28% | Add +20.7% | 23,744 | $2.0M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Add +6.2% | 23,690 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.9% | 23,675 | $2.0M |
| Wealth Advisors of Tampa Bay, LLC | 0.93% | Add +13.2% | 23,632 | $2.0M |
| Lauer Wealth, LLC | 1.70% | Reduce -27.9% | 24,818 | $2.0M |
| Partners in Financial Planning | 0.43% | Reduce -1.6% | 23,464 | $1.9M |
| CM Wealth Advisors LLC | 0.56% | No change | 24,130 | $1.9M |
| Meredith Wealth Planning | 1.08% | Add +0.6% | 23,397 | $1.9M |
| Inspirion Wealth Advisors, LLC | 0.32% | No change | 23,255 | $1.9M |
| Betterment LLC | 0.01% | Reduce -77.6% | 23,209 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -6.8% | 22,816 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.8% | 22,698 | $1.9M |
| Eldridge Investment Advisors, Inc. | 0.48% | Reduce -0.2% | 22,365 | $1.9M |
| One Day In July LLC | 0.25% | Add +420.7% | 22,313 | $1.9M |
| Diligent Investors, LLC | 0.46% | Reduce -3.5% | 21,991 | $1.8M |
| Deutsche Bank AG | 0.00% | Reduce -4.7% | 21,975 | $1.8M |
| Sensible Money, LLC | 0.94% | Reduce -5.8% | 21,017 | $1.7M |
| Opus Capital Group, LLC | 0.24% | Reduce -1.3% | 19,878 | $1.6M |
| Moisand Fitzgerald Tamayo, LLC | 0.24% | Reduce -6.1% | 19,304 | $1.6M |
| Hamilton Capital, LLC | 0.12% | Add +19.5% | 18,970 | $1.6M |
| IHT Wealth Management, LLC | 0.06% | Add +38.4% | 18,632 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.0% | 18,255 | $1.5M |
| Ignite Planners, LLC | 0.42% | Add +23.5% | 18,407 | $1.5M |
| Laraway Financial Advisors Inc | 1.32% | Add +0.0% | 18,054 | $1.5M |
| Equita Financial Network, Inc. | 0.67% | Reduce -26.9% | 18,029 | $1.5M |
| Valmark Advisers, Inc. | 0.03% | Add +3.0% | 17,951 | $1.5M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -23.2% | 17,718 | $1.5M |
| Etfidea, LLC | 0.50% | Reduce -0.3% | 17,710 | $1.5M |
| CoreCap Advisors, LLC | 0.08% | Add +16.6% | 17,458 | $1.4M |
| Oakwell Private Wealth Management, LLC | 0.44% | Reduce -0.7% | 17,284 | $1.4M |
| Connecticut Wealth Management, LLC | 0.08% | Reduce -22.5% | 17,048 | $1.4M |
| Eclectic Associates Inc. | 0.64% | Add +0.1% | 17,028 | $1.4M |
| Trueblood Wealth Management, LLC | 0.77% | Add +4.9% | 16,160 | $1.3M |
| Courage Miller Partners, LLC | 0.46% | Add +1.4% | 15,997 | $1.3M |
| M&T Bank Corp | 0.00% | Reduce -33.8% | 15,699 | $1.3M |
| Composition Wealth, LLC | 0.03% | Reduce -29.7% | 15,571 | $1.3M |
| Girard Partners LTD. | 0.12% | Reduce -1.0% | 15,500 | $1.3M |
| Lodestar Private Asset Management LLC | 0.18% | Add +0.6% | 15,322 | $1.3M |
| Redhawk Wealth Advisors, Inc. | 0.21% | Reduce -0.2% | 15,301 | $1.3M |
| LTG Capital LLC | 1.09% | Reduce -0.5% | 15,296 | $1.3M |
| Private Wealth Management Group, LLC | 0.57% | Reduce -0.3% | 15,276 | $1.3M |
| Pinnacle Family Advisors, LLC | 0.67% | New | 15,228 | $1.3M |
| Acorn Financial Advisory Services Inc. | 0.24% | Reduce -18.6% | 15,190 | $1.3M |
| Paragon Capital Management Ltd | 0.22% | Reduce -1.0% | 15,037 | $1.2M |
| Financial Network Wealth Advisors LLC | 1.22% | Reduce -0.1% | 14,775 | $1.2M |
| Taylor & Morgan Wealth Management, LLC | 0.88% | Reduce -6.6% | 14,481 | $1.2M |
| Asset Planning Corporation | 0.87% | Reduce -1.5% | 14,325 | $1.2M |
| American Investment Services, Inc. | 0.21% | No change | 14,031 | $1.2M |
| Liberty Capital Management, Inc. | 0.29% | Reduce -17.9% | 14,000 | $1.2M |
| Burney Co./ | 0.04% | Reduce -15.3% | 13,223 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -0.7% | 13,182 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -3.8% | 13,018 | $1.1M |
| Firestone Capital Management | 0.30% | Add +3.8% | 12,849 | $1.1M |
| Western Wealth Management, LLC | 0.08% | Reduce -3.4% | 12,782 | $1.1M |
| Quent Capital, LLC | 0.12% | Add +4.7% | 12,779 | $1.1M |
| Cwm, LLC | 0.01% | Add +22.5% | 12,776 | $1.1M |
| American Financial & Tax Strategies Inc. | 0.57% | Reduce -4.4% | 12,736 | $1.1M |
| Financial Advocates Investment Management | 0.06% | Add +3.5% | 11,953 | $1.0M |
| Atlas Brown,Inc. | 0.37% | Reduce -5.4% | 12,270 | $1.0M |
| Meridian Financial Advisors, LLC | 0.76% | Add +14.0% | 12,202 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +4.5% | 12,038 | $999K |
| Grey Fox Wealth Advisors, LLC | 0.38% | No change | 12,029 | $998K |
| GFS Advisors, LLC | 0.17% | Add +0.5% | 12,025 | $998K |
| MidAtlantic Capital Management, Inc. | 0.87% | No change | 11,950 | $991K |
| Valley Wealth Managers, Inc. | 0.07% | Reduce -9.5% | 11,828 | $981K |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -3.5% | 11,686 | $970K |
| Parkside Financial Bank & Trust | 0.15% | Reduce -21.1% | 11,453 | $950K |
| Bill Few Associates, Inc. | 0.38% | Add +1.7% | 11,203 | $930K |
| IAG Wealth Partners, LLC | 0.19% | Reduce -5.4% | 10,680 | $886K |
| US Bancorp \de | 0.00% | Reduce -8.6% | 10,532 | $874K |
| Centaurus Financial, Inc. | 0.06% | Reduce -9.9% | 10,282 | $853K |
| Advisory Services Network, LLC | 0.02% | Add +15.3% | 10,257 | $851K |
| Occidental Asset Management, LLC | 0.16% | Reduce -0.9% | 10,056 | $834K |
| Invera Wealth Advisors, LLC | 0.71% | Reduce -4.0% | 10,882 | $831K |
| One Capital Management, LLC | 0.03% | Add +0.2% | 9,980 | $828K |
| Flow Traders U.S. LLC | 0.04% | Add +23.1% | 9,947 | $825K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.5% | 9,897 | $821K |
| Keystone Financial Group | 0.12% | Reduce -1.8% | 9,850 | $817K |
| Motive Wealth Advisors | 0.49% | Add +90.0% | 9,695 | $804K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | New | 9,560 | $793K |
| Wrapmanager Inc. | 0.22% | Add +2.2% | 9,533 | $791K |
| Traction Financial Partners, LLC | 0.60% | Reduce -2.0% | 9,470 | $769K |
| LexAurum Advisors, LLC | 0.19% | Add +3.1% | 9,177 | $761K |
| Red Tortoise LLC | 0.42% | Add +0.1% | 9,151 | $759K |
| Sigma Planning Corp | 0.02% | Add +89.7% | 9,041 | $750K |
| G2 Capital Management, LLC / Oh | 0.24% | Reduce -9.4% | 8,968 | $744K |
| Commonwealth Financial Services, LLC | 0.17% | Add +7.6% | 8,875 | $739K |
| Everhart Financial Group, Inc. | 0.21% | Reduce -2.5% | 8,811 | $731K |
| Diversified Investment Strategies, LLC | 0.49% | Reduce -9.4% | 8,732 | $724K |
| Jentner Corp | 0.25% | Reduce -1.4% | 8,630 | $716K |
| FMR LLC | 0.00% | Add +34.6% | 8,589 | $713K |
| Accredited Investors Inc. | 0.05% | Reduce -2.2% | 8,476 | $703K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1000.4% | 8,473 | $703K |
| Texas Yale Capital Corp. | 0.03% | No change | 8,450 | $701K |
| Diversify Advisory Services, LLC | 0.04% | — | 8,385 | $686K |
| Pinnacle Holdings, LLC | 0.27% | Reduce -0.2% | 7,948 | $659K |
| Cassady Schiller Wealth Management, LLC | 0.29% | No change | 7,938 | $659K |
| Measured Wealth Private Client Group, LLC | 0.23% | Reduce -21.6% | 7,918 | $657K |
| TrinityPoint Wealth, LLC | 0.11% | Add +14.1% | 7,817 | $649K |
| OneDigital Investment Advisors LLC | 0.01% | Add +19.0% | 7,802 | $647K |
| Rothschild Wealth LLC | 0.23% | — | 7,769 | $645K |
| Comerica Bank | 0.00% | Add +1.5% | 7,729 | $641K |
| Advance Capital Management, Inc. | 0.04% | Add +0.5% | 7,711 | $640K |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 7,674 | $637K |
| Two Sigma Advisers, LP | 0.00% | Reduce -52.2% | 7,600 | $631K |
| Lincoln National Corp. | 0.01% | Add +35.9% | 7,559 | $627K |
| Global Retirement Partners, LLC | 0.02% | Reduce -72.7% | 7,530 | $625K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +7.8% | 7,528 | $625K |
| Prudential PLC | 0.01% | Add +5.1% | 7,457 | $619K |
| Park Avenue Securities LLC | 0.01% | Reduce -11.7% | 7,406 | $614K |
| Seed Wealth Management, Inc. | 0.58% | No change | 7,480 | $612K |
| Advisor OS, LLC | 0.07% | Reduce -54.0% | 7,368 | $611K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +59.9% | 7,228 | $600K |
| WealthPLAN Partners, LLC | 0.06% | Add +135.2% | 7,215 | $599K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.25% | Add +48.8% | 7,204 | $598K |
| Mercer Global Advisors Inc. | 0.00% | Add +28.3% | 7,172 | $595K |
| Madison Park Capital Advisors, LLC | 0.51% | Add +3.9% | 7,039 | $584K |
| Winthrop Capital Management, LLC | 0.27% | Reduce -4.0% | 6,983 | $579K |
| MJP Associates Inc. | 0.13% | Reduce -53.1% | 6,933 | $575K |
| Fiducient Advisors LLC | 0.11% | Reduce -53.1% | 6,933 | $575K |
| Prudential Financial Inc. | 0.00% | Reduce -28.1% | 6,908 | $573K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +60.6% | 6,903 | $573K |
| Austin Wealth Management, LLC | 0.14% | Reduce -2.3% | 7,020 | $571K |
| Independent Financial Group, LLC | 0.03% | Add +10.9% | 6,869 | $570K |
| Integrity Wealth Solutions LLC | 0.37% | Reduce -2.5% | 6,805 | $565K |
| Reston Wealth Management LLC | 0.22% | Reduce -95.6% | 6,599 | $548K |
| Gibbs Wealth Management | 0.31% | — | 6,563 | $545K |
| Apeiron RIA LLC | 0.16% | Reduce -0.2% | 6,489 | $538K |
| Norden Group LLC | 0.11% | New | 6,481 | $538K |
| Market Street Wealth Management Advisors LLC | 0.09% | Reduce -26.3% | 6,235 | $517K |
| Seaside Wealth Management, Inc. | 0.22% | Reduce -2.8% | 6,186 | $513K |
| Texas Permanent School Fund Corp. | 0.00% | No change | 6,136 | $509K |
| CGN Advisors LLC | 0.06% | Reduce -4.0% | 6,105 | $507K |
| Wallace Advisory Group, LLC | 0.37% | Reduce -2.0% | 5,916 | $493K |
| Steele Capital Management, Inc. | 0.03% | No change | 5,792 | $481K |
| Wambolt & Associates, LLC | 0.14% | Reduce -46.6% | 5,801 | $475K |
| Richwood Investment Advisors, LLC | 0.42% | No change | 5,644 | $468K |
| Montz Harcus Wealth Management LLC | 0.32% | Add +21.8% | 5,644 | $468K |
| Gilbert & Cook, Inc. | 0.06% | Reduce -11.1% | 5,609 | $465K |
| Insight Advisors, LLC/ PA | 0.09% | Reduce -4.9% | 5,584 | $463K |
| Hilltop Holdings Inc. | 0.05% | Add +0.3% | 5,566 | $462K |
| Weinberger Asset Management, Inc | 0.22% | Reduce -4.3% | 5,556 | $461K |
| Glass Jacobson Investment Advisors llc | 0.17% | Add +0.3% | 5,542 | $460K |
| Duncker Streett & Co. Inc. | 0.09% | Add +0.0% | 5,516 | $458K |
| Waldron Private Wealth LLC | 0.02% | Reduce -10.2% | 5,480 | $455K |
| Smart Portfolios, LLC | 0.48% | New | 5,470 | $454K |
| Marble Harbor Investment Counsel, LLC | 0.05% | No change | 5,450 | $452K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +5.8% | 5,408 | $449K |
| Howard Financial Services, LTD. | 0.08% | Add +0.1% | 5,383 | $447K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -18.1% | 5,364 | $445K |
| Addis & Hill, Inc | 0.38% | No change | 5,525 | $445K |
| Marquette Asset Management, LLC | 0.08% | Reduce -4.1% | 5,309 | $440K |
| EWG Elevate Inc. | 0.17% | Reduce -17.2% | 5,260 | $436K |
| Sheets Smith Wealth Management | 0.05% | Add +2.6% | 5,206 | $432K |
| Pinnacle Bancorp, Inc. | 0.13% | Reduce -23.3% | 5,148 | $427K |
| FirstPurpose Wealth LLC | 0.15% | Add +2.8% | 5,413 | $426K |
| Navalign, LLC | 0.14% | Reduce -41.8% | 5,129 | $426K |
| Stifel Financial Corp. | 0.00% | Reduce -11.8% | 5,120 | $425K |
| Brookstone Capital Management | 0.01% | Reduce -4.3% | 4,988 | $414K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.9% | 4,942 | $410K |
| Mission Creek Capital Partners, Inc. | 0.11% | Reduce -0.3% | 4,883 | $405K |
| Carlson Capital Management | 0.02% | Reduce -33.7% | 4,871 | $404K |
| Crescent Sterling, Ltd. | 0.37% | No change | 4,850 | $402K |
| Stone Summit Wealth LLC | 0.14% | Reduce -6.0% | 4,844 | $402K |
| SilverOak Wealth Management LLC | 0.10% | No change | 4,829 | $401K |
| Waypoint Capital Advisors, LLC | 0.10% | No change | 4,825 | $400K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -15.5% | 4,823 | $400K |
| Highland Financial Advisors, LLC | 0.16% | Add +3.9% | 4,775 | $396K |
| Private Trust Co. NA | 0.04% | Add +13.6% | 4,735 | $393K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -29.0% | 4,704 | $390K |
| AE Wealth Management LLC | 0.00% | Reduce -26.9% | 4,704 | $390K |
| Coastwise Capital Group, LLC | 0.37% | Add +0.3% | 4,688 | $389K |
| Ackerman Capital Advisors, LLC | 0.11% | Reduce -4.5% | 4,631 | $384K |
| CENTRAL TRUST Co | 0.01% | Reduce -6.5% | 4,607 | $382K |
| One Degree Advisors Inc | 0.19% | Add +0.4% | 4,596 | $382K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 4,601 | $382K |
| Citadel Advisors | 0.00% | Reduce -92.2% | 4,587 | $381K |
| Integrated Advisors Network LLC | 0.02% | Reduce -2.4% | 4,531 | $376K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -2.7% | 4,524 | $375K |
| Visionary Wealth Advisors | 0.03% | Reduce -20.9% | 4,493 | $373K |
| Bangor Savings Bank | 0.04% | No change | 4,487 | $372K |
| Valeo Financial Advisors, LLC | 0.01% | Add +45.5% | 4,697 | $372K |
| Cornerstone Advisory, LLC | 0.05% | No change | 4,402 | $365K |
| Summit Financial, LLC | 0.02% | Add +2.6% | 4,269 | $354K |
| HUB Investment Partners, LLC | 0.02% | New | 4,206 | $349K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -42.9% | 4,164 | $346K |
| Fielder Capital Group LLC | 0.15% | No change | 4,161 | $345K |
| Merit Financial Group, LLC | 0.01% | Reduce -42.5% | 4,300 | $343K |
| Intelligence Driven Advisers, LLC | 0.05% | Reduce -2.4% | 4,078 | $338K |
| Tobias Financial Advisors, Inc. | 0.08% | Reduce -3.9% | 4,055 | $336K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -0.1% | 4,041 | $335K |
| Argent Trust Co | 0.01% | No change | 3,954 | $328K |
| Alliance Wealth Advisors, LLC | 0.10% | Add +4.3% | 3,951 | $328K |
| PCA Investment Advisory Services Inc. | 0.18% | Reduce -0.0% | 3,948 | $328K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -5.1% | 3,942 | $327K |
| Braun-Bostich & Associates Inc. | 0.27% | Reduce -24.2% | 3,904 | $324K |
| Baker Tilly Wealth Management, LLC | 0.06% | Reduce -42.4% | 3,881 | $322K |
| Landmark Wealth Management, LLC | 0.15% | Reduce -0.2% | 3,857 | $320K |
| Allworth Financial LP | 0.00% | Reduce -10.3% | 3,836 | $318K |
| Wellspring Financial Advisors, LLC | 0.05% | Reduce -51.9% | 3,739 | $310K |
| Marietta Investment Partners LLC | 0.07% | Add +1.6% | 3,734 | $310K |
| Drive Wealth Management, LLC | 0.09% | Reduce -17.9% | 3,715 | $308K |
| MAI Capital Management | 0.00% | Add +0.3% | 3,699 | $307K |
| Oppenheimer & Co. Inc. | 0.01% | New | 3,689 | $306K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.1% | 3,630 | $301K |
| Centerpoint Advisors, LLC | 0.11% | No change | 3,602 | $299K |
| Swmg, LLC | 0.13% | Add +2.5% | 3,603 | $299K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +0.2% | 3,557 | $295K |
| First International Bank & Trust | 0.10% | Reduce -2.5% | 3,555 | $295K |
| Armbruster Capital Management, Inc. | 0.06% | Reduce -0.7% | 3,544 | $294K |
| Willner & Heller, LLC | 0.29% | Add +1.1% | 3,531 | $293K |
| Azimuth Capital Investment Management LLC | 0.01% | Reduce -4.3% | 3,350 | $278K |
| Burns Matteson Capital Management, LLC | 0.18% | No change | 3,340 | $277K |
| BCGM Wealth Management, LLC | 0.10% | Add +0.4% | 3,322 | $276K |
| Aviso Wealth Management | 0.17% | Add +31.8% | 3,322 | $276K |
| Pacifica Partners Inc. | 0.12% | Reduce -1.1% | 3,375 | $271K |
| Narus Financial Partners, LLC | 0.12% | No change | 3,250 | $270K |
| Berger Financial Group, Inc | 0.02% | New | 3,188 | $265K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -4.7% | 3,176 | $263K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +1.5% | 3,164 | $263K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -10.2% | 3,155 | $262K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Reduce -5.4% | 3,090 | $256K |
| Faithward Advisors, LLC | 0.05% | No change | 3,065 | $254K |
| Allred Capital Management, LLC | 0.10% | Reduce -19.0% | 3,030 | $251K |
| Ballast Advisors LLC | 0.08% | Add +0.2% | 3,021 | $251K |
| Lido Advisors, LLC | 0.00% | Add +6.5% | 2,998 | $249K |
| Windward Private Wealth Management Inc. | 0.10% | No change | 2,980 | $247K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.9% | 2,973 | $247K |
| 626 Financial, LLC | 0.15% | No change | 2,965 | $246K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 2,920 | $242K |
| Ballentine Capital Advisors, Inc | 0.13% | Add +5.5% | 2,881 | $236K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +6.1% | 2,824 | $234K |
| Paulson Wealth Management Inc. | 0.07% | Reduce -24.7% | 2,804 | $233K |
| Roberts Glore & Co. Inc. | 0.07% | Reduce -2.9% | 2,799 | $232K |
| Paradigm, Strategies in Wealth Management, LLC | 0.14% | Add +0.3% | 2,778 | $230K |
| Focus Partners Wealth | 0.00% | New | 2,772 | $230K |
| Capstone Wealth Management Group, LLC | 0.16% | Add +7.2% | 2,758 | $229K |
| Csenge Advisory Group | 0.01% | Reduce -10.8% | 2,748 | $228K |
| PSI Advisors, LLC | 0.08% | Reduce -8.9% | 2,715 | $225K |
| Courier Capital LLC | 0.02% | Add +3.5% | 2,715 | $225K |
| Hartline Investment Corp./ | 0.04% | New | 2,701 | $224K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -13.8% | 2,701 | $224K |
| Center for Financial Planning, Inc. | 0.03% | No change | 2,667 | $221K |
| OneAscent Financial Services LLC | 0.02% | Reduce -6.2% | 2,665 | $221K |
| Werba Rubin Papier Wealth Management | 0.06% | No change | 2,658 | $221K |
| MSH Capital Advisors LLC | 0.08% | No change | 2,626 | $218K |
| Strategic Financial Concepts, LLC | 0.05% | New | 2,579 | $214K |
| Evermay Wealth Management LLC | 0.03% | Add +1.9% | 2,563 | $213K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -41.6% | 2,562 | $213K |
| Bank of New York Mellon Corp | 0.00% | New | 2,535 | $210K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -21.9% | 2,508 | $208K |
| Empowered Funds, LLC | 0.00% | New | 2,477 | $206K |
| Spire Wealth Management | 0.00% | Reduce -3.9% | 2,467 | $205K |
| HB Wealth Management, LLC | 0.00% | Reduce -2.4% | 2,412 | $200K |
| Sandy Spring Bank | 0.01% | Add +0.4% | 2,166 | $180K |
| Fifth Third Bancorp | 0.00% | No change | 2,112 | $175K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,081 | $170K |
| Qube Research & Technologies Ltd | 0.00% | Add +40.6% | 2,052 | $170K |
| Bogart Wealth, LLC | 0.01% | No change | 2,001 | $166K |
| Creative Financial Designs Inc. | 0.01% | Reduce -13.7% | 1,799 | $149K |
| Realta Investment Advisors | 0.03% | New | 1,692 | $140K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,589 | $132K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -19.7% | 1,571 | $130K |
| Tidemark, LLC | 0.07% | Reduce -42.7% | 1,482 | $123K |
| Bank of Montreal | 0.00% | New | 1,480 | $123K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.6% | 1,409 | $117K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 1,401 | $116K |
| UMB Bank, n.a. | 0.00% | No change | 1,330 | $110K |
| Private Ocean, LLC | 0.01% | Reduce -5.3% | 1,283 | $106K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -23.9% | 1,201 | $100K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -40.3% | 1,115 | $93K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -15.6% | 1,075 | $89K |
| PrairieView Partners, LLC | 0.01% | No change | 1,060 | $88K |
| Financial Freedom, LLC | 0.05% | No change | 1,039 | $86K |
| Iron Horse Wealth Management, LLC | 0.03% | No change | 1,037 | $86K |
| GoalVest Advisory LLC | 0.03% | New | 1,016 | $84K |
| Cambridge Trust Co. | 0.00% | No change | 1,000 | $83K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -1.3% | 922 | $77K |
| Hanson & Doremus Investment Management | 0.01% | Add +0.8% | 844 | $70K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +178.3% | 796 | $66K |
| Bessemer Group Inc. | 0.00% | New | 713 | $59K |
| HBC Financial Services, PLLC | 0.04% | No change | 720 | $56K |
| IFP Advisors, Inc | 0.00% | Reduce -85.0% | 672 | $56K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.2% | 626 | $52K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 610 | $51K |
| Sage Mountain Advisors LLC | 0.01% | Add +2.2% | 601 | $50K |
| Impact Partnership Wealth, LLC | 0.02% | No change | 543 | $45K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 540 | $45K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 510 | $42K |
| MB Generational Wealth, LLC | 0.03% | New | 10,445 | $38K |
| Sound Income Strategies, LLC | 0.00% | New | 459 | $38K |
| Aspire Wealth Management Corp | 0.02% | Reduce -66.6% | 432 | $36K |
| Global Trust Asset Management, LLC | 0.01% | No change | 429 | $36K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.5% | 377 | $31K |
| Richardson Capital Management LLC | 0.03% | No change | 374 | $31K |
| Founders Financial Alliance, LLC | 0.01% | No change | 367 | $30K |
| Fernwood Investment Management, LLC | 0.01% | New | 350 | $29K |
| Northwest Investment Counselors, LLC | 0.01% | New | 348 | $29K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.3% | 345 | $29K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 270 | $22K |
| Signaturefd, LLC | 0.00% | Reduce -5.0% | 266 | $22K |
| Abound Wealth Management | 0.01% | Add +0.4% | 262 | $22K |
| Mma Asset Management LLC | 0.01% | New | 258 | $21K |
| Continuum Advisory, LLC | 0.00% | Reduce -91.3% | 245 | $20K |
| Capital Analysts, LLC | 0.00% | No change | 215 | $18K |
| MTM Investment Management, LLC | 0.01% | No change | 210 | $17K |
| Beacon Capital Management, LLC | 0.00% | No change | 190 | $16K |
| First Manhattan Co. Llc. | 0.00% | Add +2250.0% | 188 | $16K |
| TD Capital Management LLC | 0.00% | Add +0.6% | 180 | $15K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 178 | $15K |
| Future Financial Wealth Managment LLC | 0.01% | New | 170 | $14K |
| Crewe Advisors LLC | 0.00% | New | 169 | $14K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -45.0% | 165 | $14K |
| Tucker Asset Management LLC | 0.00% | Add +218.8% | 153 | $13K |
| Gradient Investments LLC | 0.00% | Reduce -65.5% | 149 | $12K |
| Contravisory Investment Management, Inc. | 0.00% | Reduce -31.2% | 148 | $12K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -19.3% | 146 | $12K |
| Caitlin John, LLC | 0.01% | No change | 142 | $12K |
| Cherry Tree Wealth Management, LLC | 0.00% | Add +12.2% | 129 | $11K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 125 | $10K |
| Davis Capital Management | 0.01% | No change | 120 | $10K |
| Westside Investment Management, Inc. | 0.00% | Add +22.9% | 118 | $10K |
| Kozak & Associates, Inc. | 0.00% | No change | 111 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 105 | $9K |
| TruNorth Capital Management, LLC | 0.00% | — | 85 | $7K |
| Emfo, LLC | 0.01% | No change | 84 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -65.5% | 86 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 78 | $6K |
| RE Dickinson Investment Advisors, LLC | 0.00% | No change | 69 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 80 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Add +1.5% | 69 | $6K |
| Scarborough Advisors, LLC | 0.00% | No change | 68 | $6K |
| Global Wealth Strategies & Associates | 0.00% | New | 64 | $5K |
| Phillips Financial Management, LLC | 0.00% | No change | 56 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 54 | $4K |
| Citigroup Inc. | 0.00% | Add +200.0% | 54 | $4K |
| Gen-Wealth Partners Inc | 0.00% | — | 50 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $4K |
| Tower View Wealth Management LLC | 0.00% | New | 48 | $4K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -40.0% | 42 | $3K |
| Lanark Financial, Inc. | 0.00% | No change | 38 | $3K |
| M&R Capital Management Inc. | 0.00% | No change | 35 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 35 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 32 | $3K |
| Archer Investment Corp | 0.00% | No change | 32 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | New | 31 | $3K |
| Howe & Rusling Inc. | 0.00% | No change | 23 | $2K |
| Wetzel Investment Advisors, Inc. | 0.00% | Reduce -26.5% | 25 | $2K |
| Founders Capital Management | 0.00% | No change | 21 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 20 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 20 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -96.5% | 20 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 20 | $2K |
| TFO Wealth Partners, LLC | 0.00% | Reduce -8.3% | 11 | $913 |
| Armor Investment Advisors, LLC | 0.00% | Reduce -50.0% | 10 | $830 |
| Red Lighthouse Investment Management, LLC | 0.00% | New | 6 | $526 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 6 | $519 |
| Alaska Wealth Advisors, LLC | 0.00% | New | 2 | $166 |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 1,128 | $0 |
"% of holder's portfolio" is SLYV's weight in each manager's 13F, not the share of SS SPDR S&P 600 SC Val ETF the manager owns.