SS SPDR S&P 600 SC Val ETFSLYVETF
13F holders, Q2 2024 (June 30)533holders +2
36new positions
38sold out
3famous investors
$77.24avg. 13F price*
At the end of Q2 2024, 533 institutions reported holding SS SPDR S&P 600 SC Val ETF (SLYV) in their 13F filings, up 2 from Q1 2024. 36 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($202.7M), LPL Financial LLC ($112.1M) and Financial Engines Advisors L.L.C. ($106.1M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR S&P 600 SC Val ETF
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78464A300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $39.3M |
| Exits | 38 | $39.7M |
All 13F filers, Q1 2024 → Q2 2024: 2,248,214 shares bought and 2,671,061 shares sold, net −422,847 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 533 holders
| Bank of America Corp. | 0.02% | Add +4.0% | 2,589,056 | $202.7M |
| LPL Financial LLC | 0.06% | Add +4.2% | 1,431,315 | $112.1M |
| Financial Engines Advisors L.L.C. | 0.24% | Add +2.0% | 1,354,289 | $106.1M |
| Ameriprise Financial Inc. | 0.03% | Add +4.4% | 1,276,120 | $100.1M |
| Cannon Financial Strategists, Inc. | 13.59% | Add +5.4% | 910,433 | $71.3M |
| Cerity Partners LLC | 0.18% | Add +2.7% | 862,543 | $67.5M |
| Goelzer Investment Management, Inc. | 3.67% | Add +3.2% | 838,743 | $65.7M |
| NorthRock Partners, LLC | 2.12% | Add +4.1% | 720,785 | $56.4M |
| Financial Planning & Information Services, Inc. | 7.80% | Add +3.3% | 651,996 | $51.1M |
| Morningstar Investment Services LLC | 0.52% | Add +12.7% | 611,332 | $47.5M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +149.8% | 552,911 | $43.3M |
| Creative Planning | 0.04% | Reduce -0.2% | 478,067 | $37.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +29.6% | 474,665 | $37.2M |
| Wells Fargo & Company | 0.01% | Reduce -1.7% | 357,274 | $28.0M |
| Equitable Holdings, Inc. | 0.29% | Reduce -5.1% | 356,412 | $27.9M |
| Avior Wealth Management, LLC | 1.19% | Add +6.9% | 354,128 | $27.7M |
| Trilogy Capital Inc. | 1.45% | Add +2.9% | 341,147 | $26.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -30.5% | 330,995 | $25.9M |
| Evensky & Katz LLC | 1.70% | Reduce -0.9% | 312,335 | $24.5M |
| Rodgers & Associates, LTD | 2.99% | Add +1.2% | 296,366 | $23.2M |
| Dean, Jacobson Financial Services, LLC | 18.24% | Add +1.3% | 288,653 | $22.6M |
| American Financial Advisors, LLC | 3.06% | Add +1.1% | 274,615 | $21.5M |
| Buckingham Strategic Wealth, LLC | 0.22% | Add +4.5% | 271,971 | $21.3M |
| Morgan Stanley | 0.00% | Reduce -5.1% | 269,367 | $21.1M |
| Brandywine Oak Private Wealth LLC | 2.08% | Add +10.5% | 258,011 | $20.2M |
| Klingman & Associates, LLC | 1.36% | Reduce -0.5% | 256,871 | $20.1M |
| Roberts Financial Services LLC | 4.01% | Add +5.8% | 254,802 | $20.0M |
| Osaic Holdings, Inc. | 0.05% | Add +3.3% | 247,536 | $19.4M |
| KWB Wealth | 2.20% | Reduce -2.2% | 192,553 | $16.0M |
| Canandaigua National Bank & Trust Co. | 1.72% | New | 201,615 | $15.8M |
| Convergence Financial, LLC | 4.11% | Add +1.9% | 198,650 | $15.6M |
| First National Trust Co | 0.59% | Reduce -3.2% | 182,735 | $14.3M |
| FAS Wealth Partners, Inc. | 1.22% | Reduce -8.3% | 180,189 | $14.1M |
| Avantax Planning Partners, Inc. | 0.44% | Reduce -20.3% | 173,490 | $13.6M |
| Rockbridge Investment Management, LCC | 1.91% | Add +4.2% | 172,492 | $13.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -39.6% | 172,430 | $13.5M |
| Lutz Financial Services LLC | 1.15% | Reduce -1.6% | 168,790 | $13.2M |
| GHP Investment Advisors, Inc. | 0.65% | Add +1.7% | 166,478 | $13.0M |
| Mariner, LLC | 0.02% | Add +5.5% | 160,298 | $12.6M |
| Truist Financial Corp. | 0.02% | Reduce -29.4% | 157,936 | $12.4M |
| Sage Financial Group Inc. | 1.07% | Reduce -2.6% | 157,786 | $12.4M |
| Financial Strategies Group, Inc. | 3.09% | Add +3.4% | 159,029 | $12.3M |
| Key Financial Inc | 2.93% | Add +7.4% | 156,100 | $12.2M |
| WCG Wealth Advisors LLC | 0.90% | Add +6.8% | 155,134 | $12.1M |
| Marathon Mission, Inc. | 9.09% | Reduce -14.3% | 153,136 | $12.0M |
| Wrenne Financial Planning LLC | 8.13% | Add +5.7% | 150,589 | $11.8M |
| Asset Dedication, LLC | 0.79% | Reduce -1.8% | 146,153 | $11.4M |
| Capasso Planning Partners LLC | 3.70% | Reduce -2.4% | 145,577 | $11.4M |
| Corient Private Wealth LP | 0.02% | Reduce -9.1% | 142,800 | $11.1M |
| Tiaa Trust, National Association | 0.03% | Reduce -1.7% | 132,586 | $10.4M |
| UBS Group AG | 0.00% | Reduce -8.7% | 130,720 | $10.2M |
| HighTower Advisors, LLC | 0.02% | Add +2.0% | 130,030 | $10.2M |
| Optimist Retirement Group LLC | 5.19% | Add +1.0% | 126,056 | $9.9M |
| Triangle Securities Wealth Management | 2.77% | Add +1.1% | 125,294 | $9.8M |
| Compass Ion Advisors, LLC | 1.38% | Add +1.2% | 116,326 | $9.7M |
| Concord Wealth Partners | 1.64% | Add +1.2% | 119,012 | $9.3M |
| Concord Asset Management, LLC | 2.23% | Add +3.1% | 114,684 | $9.0M |
| Perritt Capital Management Inc | 4.69% | Add +2.2% | 109,641 | $8.6M |
| Perennial Investment Advisors, LLC | 1.21% | Add +4.6% | 108,245 | $8.5M |
| Focus Partners Advisor Solutions, LLC | 0.22% | Reduce -2.9% | 105,941 | $8.3M |
| N.E.W. Advisory Services LLC | 0.88% | Add +7.5% | 104,322 | $8.2M |
| Balanced Wealth Group LLC | 3.61% | Add +3.9% | 312,396 | $7.9M |
| Focus Financial Network, Inc. | 0.34% | Reduce -1.9% | 92,105 | $7.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +39.7% | 101,008 | $7.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.6% | 99,520 | $7.8M |
| Signature Estate & Investment Advisors LLC | 0.19% | Reduce -12.6% | 98,428 | $7.7M |
| Baird Financial Group, Inc. | 0.02% | Reduce -3.0% | 95,387 | $7.5M |
| Mather Group, Llc. | 0.09% | Reduce -2.0% | 89,244 | $7.4M |
| Geneos Wealth Management Inc. | 0.32% | Add +2.4% | 92,966 | $7.3M |
| CarsonAllaria Wealth Management, Ltd. | 4.36% | Add +5.8% | 90,951 | $7.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.7% | 90,825 | $7.1M |
| Northwest Wealth Management, LLC | 1.79% | Reduce -1.1% | 88,093 | $6.9M |
| Private Advisor Group, LLC | 0.05% | Add +86.9% | 88,030 | $6.9M |
| BIP Wealth, LLC | 0.56% | Reduce -12.2% | 87,620 | $6.9M |
| Cambridge Financial Group, LLC | 3.01% | Add +0.3% | 84,218 | $6.6M |
| McAdam, LLC | 0.40% | Reduce -2.2% | 84,118 | $6.6M |
| Diversified, LLC | 0.76% | Add +0.2% | 82,585 | $6.5M |
| Red Door Wealth Management, LLC | 1.14% | Add +0.0% | 82,391 | $6.5M |
| Tower Research Capital LLC (TRC) | 0.10% | New | 79,278 | $6.2M |
| Financial Counselors Inc. | 0.10% | Add +2.3% | 77,183 | $6.0M |
| Dakota Wealth Management | 0.14% | Reduce -10.1% | 76,968 | $6.0M |
| MML Investors Services, LLC | 0.02% | Add +8.7% | 75,750 | $5.9M |
| Aire Advisors, LLC | 1.35% | Reduce -1.1% | 75,581 | $5.9M |
| Citadel Advisors | 0.01% | Add +1546.1% | 75,508 | $5.9M |
| LPWM LLC | 2.00% | Reduce -0.1% | 74,376 | $5.8M |
| Clark Capital Management Group, Inc. | 0.04% | Add +7.0% | 68,521 | $5.4M |
| Probity Advisors, Inc. | 1.09% | Reduce -15.3% | 67,146 | $5.3M |
| Cornerstone Advisors Asset Management, LLC | 1.46% | New | 65,894 | $5.2M |
| Kades & Cheifetz LLC | 3.23% | Add +2.0% | 65,620 | $5.1M |
| Cetera Investment Advisers | 0.01% | Add +7.9% | 65,365 | $5.1M |
| Facet Wealth, Inc. | 0.15% | Reduce -1.2% | 57,544 | $5.0M |
| Melone Private Wealth, LLC | 2.92% | Add +1.1% | 62,840 | $4.9M |
| Marietta Wealth Management, LLC | 0.76% | Add +18.6% | 62,091 | $4.9M |
| Fragasso Financial Advisors Inc | 0.40% | Add +8.6% | 62,054 | $4.9M |
| Provident Wealth Management, LLC | 1.77% | Add +9.6% | 61,863 | $4.8M |
| Salomon & Ludwin, LLC | 0.53% | Reduce -18.4% | 61,138 | $4.8M |
| New Hampshire Trust | 1.08% | Reduce -1.1% | 60,370 | $4.7M |
| Cahill Financial Advisors Inc. | 0.65% | Reduce -6.3% | 60,192 | $4.7M |
| Palisades Hudson Asset Management, L.P. | 2.15% | Add +0.8% | 59,789 | $4.7M |
| Waller Financial Planning Group, Inc. | 1.25% | Add +10.2% | 59,199 | $4.6M |
| Waverly Advisors, LLC | 0.09% | Reduce -7.4% | 58,356 | $4.6M |
| Ritholtz Wealth Management | 0.15% | Add +0.0% | 58,350 | $4.6M |
| Councilor Wealth, LLC | 2.32% | Reduce -2.0% | 57,510 | $4.5M |
| WealthShield Partners, LLC | 0.68% | Add +0.3% | 57,091 | $4.5M |
| Townsquare Capital LLC | 0.06% | Reduce -86.0% | 55,995 | $4.4M |
| Pinnacle Financial Partners Inc | 0.09% | Reduce -0.1% | 51,638 | $4.3M |
| Interactive Financial Advisors, Inc. | 2.31% | Add +1.0% | 53,573 | $4.2M |
| Krilogy Financial LLC | 0.31% | Reduce -3.0% | 53,282 | $4.2M |
| Modera Wealth Management, LLC | 0.06% | Add +0.1% | 52,472 | $4.1M |
| One Day In July LLC | 0.50% | Add +130.7% | 51,473 | $4.0M |
| Royal Bank of Canada | 0.00% | Add +3.4% | 51,290 | $4.0M |
| Clarus Wealth Advisors | 2.10% | Reduce -1.0% | 50,547 | $4.0M |
| Annapolis Financial Services, LLC | 1.21% | Add +0.1% | 47,599 | $3.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -0.8% | 47,180 | $3.7M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -25.9% | 46,818 | $3.7M |
| Financial Guidance Group, Inc. | 2.25% | Reduce -25.9% | 46,818 | $3.7M |
| Total Wealth Planning, LLC | 0.60% | Reduce -3.2% | 42,579 | $3.7M |
| Captrust Financial Advisors | 0.01% | Reduce -5.0% | 45,440 | $3.6M |
| Arax Advisory Partners | 0.34% | Add +4.0% | 44,832 | $3.5M |
| New England Capital Financial Advisors LLC | 1.96% | Add +1.8% | 44,749 | $3.5M |
| Larson Financial Group LLC | 0.24% | Reduce -2.6% | 44,700 | $3.5M |
| Savant Capital, LLC | 0.03% | Add +8.3% | 44,415 | $3.5M |
| Prestige Wealth Management Group LLC | 0.73% | Reduce -3.4% | 43,357 | $3.4M |
| TAGStone Capital, Inc. | 1.90% | Reduce -1.1% | 42,796 | $3.4M |
| Marotta Asset Management | 0.66% | Add +3.3% | 41,074 | $3.2M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -6.6% | 40,314 | $3.2M |
| Tortoise Investment Management, LLC | 0.35% | Reduce -1.1% | 39,751 | $3.1M |
| Calton & Associates, Inc. | 1.47% | Add +0.1% | 37,421 | $2.9M |
| Blue Barn Wealth, LLC | 1.61% | Add +4.4% | 36,888 | $2.9M |
| Chicago Partners Investment Group LLC | 0.11% | Add +2.9% | 32,970 | $2.9M |
| Collective Family Office LLC | 0.84% | No change | 36,326 | $2.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.56% | Reduce -14.3% | 36,178 | $2.8M |
| Strategies Wealth Advisors, LLC | 0.40% | Reduce -6.2% | 35,219 | $2.8M |
| Tradition Wealth Management, LLC | 0.26% | Add +2.3% | 34,372 | $2.7M |
| Brookstone Capital Management | 0.04% | Add +512.8% | 30,566 | $2.6M |
| D. E. Shaw & Co. | 0.00% | Add +18.8% | 33,374 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -14.1% | 33,350 | $2.6M |
| Gladstone Institutional Advisory LLC | 0.13% | Reduce -7.4% | 32,780 | $2.6M |
| Principal Securities, Inc. | 0.07% | Add +21.3% | 32,670 | $2.6M |
| Bailard, Inc. | 0.07% | Add +2.0% | 32,416 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.6% | 32,320 | $2.5M |
| Good Life Advisors, LLC | 0.21% | Add +0.7% | 32,181 | $2.5M |
| Indie Asset Partners, LLC | 1.99% | Reduce -3.8% | 31,969 | $2.5M |
| Stevens Capital Partners | 1.28% | Add +11.9% | 31,692 | $2.5M |
| Redwood Investment Management, LLC | 0.21% | Reduce -93.8% | 30,759 | $2.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.32% | Reduce -40.2% | 30,392 | $2.4M |
| Kingsview Wealth Management, LLC | 0.06% | Add +1.6% | 30,345 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.9% | 29,400 | $2.3M |
| Wealth Advisors of Tampa Bay, LLC | 1.06% | Add +22.9% | 29,039 | $2.3M |
| Simon Quick Advisors, LLC | 0.16% | Reduce -5.5% | 28,377 | $2.2M |
| Mutual Advisors, LLC | 0.07% | Reduce -4.8% | 25,314 | $2.2M |
| Capricorn Fund Managers Ltd | 1.53% | No change | 27,760 | $2.2M |
| MAI Capital Management | 0.02% | Add +650.5% | 27,760 | $2.2M |
| Jane Street Group, LLC | 0.00% | New | 27,473 | $2.2M |
| JNBA Financial Advisors | 0.22% | Reduce -29.1% | 27,202 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +18.7% | 27,076 | $2.1M |
| Pacific Sun Financial Corp | 1.22% | Reduce -2.9% | 26,331 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.6% | 26,185 | $2.1M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Add +10.3% | 26,130 | $2.0M |
| Freedom Investment Management, Inc. | 0.17% | Add +0.8% | 26,088 | $2.0M |
| ERn Financial, LLC | 0.33% | Add +2.4% | 25,583 | $2.0M |
| Morton Brown Family Wealth, LLC | 0.78% | Reduce -38.8% | 23,170 | $2.0M |
| Partners in Financial Planning | 0.42% | Add +5.7% | 24,811 | $1.9M |
| Meritage Portfolio Management | 0.12% | Reduce -0.4% | 24,652 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | — | 24,335 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +0.2% | 24,169 | $1.9M |
| CM Wealth Advisors LLC | 0.90% | No change | 24,130 | $1.9M |
| Farther Finance Advisors, LLC | 0.09% | Add +0.7% | 24,348 | $1.9M |
| Signet Financial Management, LLC | 0.25% | Reduce -11.7% | 23,934 | $1.9M |
| CW Advisors, LLC | 0.03% | Reduce -45.6% | 23,698 | $1.9M |
| Fifth Third Securities, Inc. | 0.17% | New | 23,661 | $1.9M |
| Meredith Wealth Planning | 0.97% | Add +0.9% | 23,603 | $1.8M |
| Raymond James & Associates | 0.00% | Reduce -1.2% | 23,542 | $1.8M |
| Altfest L J & Co. Inc. | 0.25% | Reduce -1.5% | 23,388 | $1.8M |
| Inspirion Wealth Advisors, LLC | 0.28% | Reduce -0.4% | 23,155 | $1.8M |
| Diligent Investors, LLC | 0.42% | Reduce -2.4% | 21,468 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -46.6% | 21,456 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -5.9% | 21,363 | $1.7M |
| Eldridge Investment Advisors, Inc. | 0.42% | Reduce -4.9% | 21,278 | $1.7M |
| Hamilton Capital, LLC | 0.12% | Add +9.3% | 20,736 | $1.6M |
| IHT Wealth Management, LLC | 0.06% | Add +10.9% | 20,659 | $1.6M |
| Ignite Planners, LLC | 0.39% | Add +11.9% | 20,605 | $1.6M |
| Sensible Money, LLC | 0.78% | Reduce -3.3% | 20,315 | $1.6M |
| Opus Capital Group, LLC | 0.22% | Add +0.1% | 19,890 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +57.8% | 18,994 | $1.5M |
| Moisand Fitzgerald Tamayo, LLC | 0.22% | Reduce -4.1% | 18,508 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +114.7% | 18,188 | $1.4M |
| Laraway Financial Advisors Inc | 1.20% | Reduce -0.6% | 17,955 | $1.4M |
| Equita Financial Network, Inc. | 0.59% | Reduce -0.5% | 17,937 | $1.4M |
| Etfidea, LLC | 0.47% | Add +0.8% | 17,843 | $1.4M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -0.4% | 17,649 | $1.4M |
| Eclectic Associates Inc. | 0.60% | Add +1.5% | 17,288 | $1.4M |
| Oakwell Private Wealth Management, LLC | 0.38% | Reduce -0.2% | 17,243 | $1.4M |
| Deutsche Bank AG | 0.00% | Reduce -21.9% | 17,168 | $1.3M |
| Connecticut Wealth Management, LLC | 0.07% | No change | 17,048 | $1.3M |
| CoreCap Advisors, LLC | 0.14% | Reduce -3.5% | 16,848 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -6.7% | 16,756 | $1.3M |
| Trueblood Wealth Management, LLC | 0.72% | Add +1.2% | 16,361 | $1.3M |
| LTG Capital LLC | 1.14% | Add +5.3% | 16,110 | $1.3M |
| Courage Miller Partners, LLC | 0.45% | Add +0.2% | 16,028 | $1.3M |
| Girard Partners LTD. | 0.12% | Add +1.0% | 15,661 | $1.2M |
| Composition Wealth, LLC | 0.03% | Reduce -0.8% | 15,441 | $1.2M |
| Lodestar Private Asset Management LLC | 0.17% | Add +0.3% | 15,374 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -67.1% | 15,254 | $1.2M |
| Paragon Capital Management Ltd | 0.22% | Add +0.4% | 15,097 | $1.2M |
| Firestone Capital Management | 0.32% | Add +16.2% | 14,925 | $1.2M |
| Redhawk Wealth Advisors, Inc. | 0.17% | Reduce -5.2% | 14,512 | $1.1M |
| Private Wealth Management Group, LLC | 0.49% | Reduce -5.0% | 14,507 | $1.1M |
| Cwm, LLC | 0.01% | Add +13.4% | 14,493 | $1.1M |
| Asset Planning Corporation | 0.84% | Add +0.1% | 14,344 | $1.1M |
| American Investment Services, Inc. | 0.19% | No change | 14,031 | $1.1M |
| Liberty Capital Management, Inc. | 0.26% | No change | 14,000 | $1.1M |
| Meridian Financial Advisors, LLC | 0.78% | Add +13.1% | 13,796 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +75.0% | 13,656 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +30.5% | 13,387 | $1.0M |
| American Financial & Tax Strategies Inc. | 0.54% | Add +3.0% | 13,120 | $1.0M |
| Burney Co./ | 0.04% | Reduce -1.4% | 13,033 | $1.0M |
| Quent Capital, LLC | 0.11% | Add +1.0% | 12,904 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.1% | 12,876 | $1.0M |
| Acorn Financial Advisory Services Inc. | 0.19% | Reduce -15.4% | 12,854 | $1.0M |
| Western Wealth Management, LLC | 0.07% | Add +0.1% | 12,791 | $1.0M |
| Blair William & Co. | 0.00% | Reduce -3.0% | 12,789 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -70.3% | 12,734 | $997K |
| Denver Wealth Management, Inc. | 0.49% | Reduce -54.3% | 12,478 | $977K |
| M&T Bank Corp | 0.00% | Reduce -21.1% | 12,390 | $970K |
| GFS Advisors, LLC | 0.15% | Reduce -87.8% | 1,470 | $944K |
| Summit Financial, LLC | 0.04% | Add +180.6% | 11,979 | $938K |
| MidAtlantic Capital Management, Inc. | 0.78% | No change | 11,950 | $936K |
| Atlas Brown,Inc. | 0.34% | Reduce -2.8% | 11,930 | $934K |
| Betterment LLC | 0.00% | Reduce -48.8% | 11,880 | $930K |
| Invera Wealth Advisors, LLC | 0.95% | Add +4.7% | 11,396 | $925K |
| Anson Capital, Inc. | 0.90% | Reduce -57.2% | 11,696 | $916K |
| Bill Few Associates, Inc. | 0.35% | Add +3.1% | 11,553 | $905K |
| Grey Fox Wealth Advisors, LLC | 0.31% | Reduce -5.6% | 11,357 | $889K |
| Valley Wealth Managers, Inc. | 0.07% | Reduce -4.0% | 11,357 | $889K |
| SeaCrest Wealth Management, LLC | 0.10% | Reduce -4.6% | 11,147 | $873K |
| Taylor & Morgan Wealth Management, LLC | 0.61% | Reduce -24.4% | 10,942 | $857K |
| One Capital Management, LLC | 0.03% | Add +6.8% | 10,662 | $835K |
| Arete Wealth Advisors, LLC | 0.07% | New | 10,690 | $833K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +53.4% | 10,586 | $829K |
| Centaurus Financial, Inc. | 0.06% | Add +2.5% | 10,542 | $826K |
| Old Mission Capital LLC | 0.02% | New | 10,500 | $822K |
| IAG Wealth Partners, LLC | 0.17% | Reduce -1.8% | 10,487 | $821K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +5.6% | 10,449 | $818K |
| Occidental Asset Management, LLC | 0.14% | Add +1.4% | 10,197 | $798K |
| Motive Wealth Advisors | 0.46% | Add +1.6% | 9,848 | $771K |
| Financial Advocates Investment Management | 0.05% | Reduce -17.6% | 9,844 | $771K |
| Wrapmanager Inc. | 0.21% | Add +1.3% | 9,659 | $756K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -47.5% | 9,589 | $751K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 9,521 | $746K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 9,521 | $746K |
| Diversified Investment Strategies, LLC | 0.52% | Add +8.5% | 9,477 | $742K |
| LexAurum Advisors, LLC | 0.18% | Add +2.0% | 9,357 | $733K |
| Red Tortoise LLC | 0.39% | Add +0.3% | 9,176 | $719K |
| Traction Financial Partners, LLC | 0.52% | Reduce -9.9% | 8,536 | $713K |
| TrinityPoint Wealth, LLC | 0.11% | Add +16.0% | 9,071 | $710K |
| Park Avenue Securities LLC | 0.01% | Add +22.4% | 9,066 | $710K |
| Global Retirement Partners, LLC | 0.02% | Add +18.5% | 8,921 | $699K |
| Everhart Financial Group, Inc. | 0.18% | Reduce -0.6% | 8,756 | $686K |
| Commonwealth Financial Services, LLC | 0.14% | Reduce -0.8% | 8,803 | $684K |
| Comerica Bank | 0.00% | Add +12.0% | 8,658 | $678K |
| WealthPLAN Partners, LLC | 0.07% | Add +19.1% | 8,592 | $673K |
| FMR LLC | 0.00% | Reduce -0.4% | 8,558 | $670K |
| Accredited Investors Inc. | 0.04% | No change | 8,476 | $664K |
| Jentner Corp | 0.22% | Reduce -1.8% | 8,474 | $664K |
| G2 Capital Management, LLC / Oh | 0.21% | Reduce -5.6% | 8,468 | $663K |
| Prudential Financial Inc. | 0.00% | Add +20.7% | 8,341 | $653K |
| Florida Financial Advisors, LLC | 0.39% | New | 8,293 | $649K |
| Texas Yale Capital Corp. | 0.03% | Reduce -5.9% | 7,950 | $623K |
| Cassady Schiller Wealth Management, LLC | 0.25% | No change | 7,938 | $622K |
| Rothschild Wealth LLC | 0.20% | Add +1.9% | 7,920 | $620K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +3.4% | 7,780 | $609K |
| Pinnacle Holdings, LLC | 0.28% | Reduce -2.6% | 7,741 | $606K |
| Advance Capital Management, Inc. | 0.03% | Reduce -1.3% | 7,614 | $596K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.23% | Add +4.5% | 7,530 | $590K |
| Seed Wealth Management, Inc. | 0.51% | No change | 7,480 | $586K |
| Moneco Advisors, LLC | 0.09% | New | 7,460 | $584K |
| Advisor OS, LLC | 0.06% | No change | 7,368 | $577K |
| Winthrop Capital Management, LLC | 0.29% | Add +4.6% | 7,307 | $572K |
| Integrated Wealth Concepts LLC | 0.01% | Add +85.0% | 7,294 | $571K |
| Atria Investments, Inc | 0.01% | New | 7,279 | $570K |
| Austin Wealth Management, LLC | 0.13% | No change | 7,020 | $570K |
| Vestia Personal Wealth Advisors | 0.61% | — | 7,257 | $568K |
| Sigma Planning Corp | 0.02% | Reduce -19.9% | 7,243 | $567K |
| Madison Park Capital Advisors, LLC | 0.47% | Add +1.9% | 7,173 | $562K |
| HRT Financial LP | 0.00% | New | 7,126 | $558K |
| Highland Financial Advisors, LLC | 0.21% | Add +48.4% | 7,086 | $555K |
| MJP Associates Inc. | 0.11% | No change | 6,933 | $543K |
| Fiducient Advisors LLC | 0.07% | No change | 6,933 | $543K |
| US Bancorp \de | 0.00% | Reduce -34.2% | 6,928 | $543K |
| Independent Financial Group, LLC | 0.02% | Reduce -0.9% | 6,805 | $533K |
| Measured Wealth Private Client Group, LLC | 0.19% | Reduce -14.7% | 6,755 | $529K |
| Integrity Wealth Solutions LLC | 0.34% | Reduce -2.9% | 6,611 | $518K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +21.1% | 6,551 | $513K |
| Prudential PLC | 0.00% | Reduce -12.9% | 6,497 | $509K |
| Apeiron RIA LLC | 0.16% | Reduce -0.4% | 6,464 | $506K |
| Mercer Global Advisors Inc. | 0.00% | Add +422.3% | 37,456 | $504K |
| Financial Enhancement Group LLC | 0.08% | Reduce -97.5% | 5,881 | $502K |
| Seaside Wealth Management, Inc. | 0.20% | Reduce -0.5% | 6,158 | $482K |
| Financial Network Wealth Advisors LLC | 0.36% | Reduce -58.9% | 6,068 | $475K |
| Insight Advisors, LLC/ PA | 0.09% | Add +7.8% | 6,018 | $471K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -39.5% | 5,782 | $453K |
| Hilltop Holdings Inc. | 0.05% | Add +1.8% | 5,665 | $444K |
| Richwood Investment Advisors, LLC | 0.39% | No change | 5,644 | $442K |
| Montz Harcus Wealth Management LLC | 0.28% | Reduce -0.6% | 5,610 | $439K |
| Smart Portfolios, LLC | 0.44% | Add +2.1% | 5,587 | $438K |
| Market Street Wealth Management Advisors LLC | 0.07% | Reduce -10.5% | 5,579 | $437K |
| Glass Jacobson Investment Advisors llc | 0.16% | Add +0.4% | 5,565 | $436K |
| Weinberger Asset Management, Inc | 0.21% | Add +0.0% | 5,558 | $435K |
| Steele Capital Management, Inc. | 0.02% | Reduce -4.4% | 5,538 | $434K |
| Duncker Streett & Co. Inc. | 0.08% | Add +0.1% | 5,520 | $432K |
| Waldron Private Wealth LLC | 0.02% | No change | 5,480 | $429K |
| Marble Harbor Investment Counsel, LLC | 0.05% | No change | 5,450 | $427K |
| Portside Wealth Group, LLC | 0.08% | Reduce -80.3% | 5,445 | $426K |
| CGN Advisors LLC | 0.05% | Reduce -10.9% | 5,438 | $426K |
| Addis & Hill, Inc | 0.35% | Reduce -1.4% | 5,450 | $425K |
| Wambolt & Associates, LLC | 0.12% | Reduce -5.7% | 5,473 | $424K |
| Howard Financial Services, LTD. | 0.07% | Add +0.1% | 5,386 | $422K |
| Marquette Asset Management, LLC | 0.07% | No change | 5,309 | $416K |
| Leslie Global Wealth, LLC | 0.24% | — | 5,270 | $413K |
| Sheets Smith Wealth Management | 0.05% | Add +1.0% | 5,257 | $412K |
| Pinnacle Bancorp, Inc. | 0.12% | Add +0.5% | 5,173 | $405K |
| Meridian Wealth Management, LLC | 0.05% | New | 5,104 | $400K |
| Two Sigma Advisers, LP | 0.00% | Reduce -32.9% | 5,100 | $399K |
| Carlson Capital Management | 0.02% | No change | 4,871 | $381K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.7% | 4,856 | $380K |
| Crescent Sterling, Ltd. | 0.36% | No change | 4,850 | $380K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -9.6% | 4,848 | $380K |
| SilverOak Wealth Management LLC | 0.09% | No change | 4,829 | $378K |
| EWG Elevate Inc. | 0.14% | Reduce -8.2% | 4,828 | $378K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +35.7% | 4,827 | $378K |
| Creekside Partners | 0.21% | — | 4,826 | $378K |
| Waypoint Capital Advisors, LLC | 0.09% | No change | 4,825 | $378K |
| Gilbert & Cook, Inc. | 0.06% | Reduce -14.2% | 4,810 | $377K |
| Navalign, LLC | 0.12% | Reduce -6.5% | 4,795 | $376K |
| AE Wealth Management LLC | 0.00% | Add +1.8% | 4,790 | $375K |
| Stifel Financial Corp. | 0.00% | Reduce -6.7% | 4,776 | $374K |
| Fairscale Capital, LLC | 0.33% | — | 4,271 | $367K |
| One Degree Advisors Inc | 0.17% | Add +0.7% | 4,627 | $362K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 4,601 | $360K |
| Renaissance Technologies | 0.00% | New | 4,600 | $360K |
| Ackerman Capital Advisors, LLC | 0.10% | Reduce -1.1% | 4,581 | $359K |
| Bank of New York Mellon Corp | 0.00% | Add +79.5% | 4,551 | $356K |
| Private Trust Co. NA | 0.04% | Reduce -4.5% | 4,524 | $354K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -37.9% | 4,486 | $351K |
| Visionary Wealth Advisors | 0.02% | Reduce -1.1% | 4,446 | $348K |
| Integrated Advisors Network LLC | 0.02% | Reduce -2.8% | 4,403 | $345K |
| Bangor Savings Bank | 0.03% | Reduce -2.6% | 4,370 | $342K |
| HUB Investment Partners, LLC | 0.02% | Add +0.7% | 4,234 | $332K |
| Parkside Financial Bank & Trust | 0.05% | Reduce -63.0% | 4,232 | $331K |
| Intelligence Driven Advisers, LLC | 0.05% | Add +2.2% | 4,168 | $326K |
| Stone Summit Wealth LLC | 0.12% | Reduce -14.1% | 4,163 | $326K |
| JPMorgan Chase & Co. | 0.00% | Reduce -46.3% | 4,122 | $323K |
| Allworth Financial LP | 0.00% | Reduce -0.4% | 3,820 | $321K |
| Tobias Financial Advisors, Inc. | 0.07% | Reduce -1.4% | 3,998 | $313K |
| CENTRAL TRUST Co | 0.01% | Reduce -14.2% | 3,954 | $310K |
| Argent Trust Co | 0.01% | No change | 3,954 | $310K |
| PCA Investment Advisory Services Inc. | 0.16% | No change | 3,948 | $309K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -13.0% | 3,937 | $308K |
| Cornerstone Advisory, LLC | 0.04% | Reduce -11.4% | 3,900 | $305K |
| IFG Advisory, LLC | 0.02% | New | 3,898 | $305K |
| Wellspring Financial Advisors, LLC | 0.03% | Add +4.2% | 3,894 | $305K |
| Wallace Advisory Group, LLC | 0.22% | Reduce -35.5% | 3,816 | $299K |
| Lauer Wealth, LLC | 0.24% | Reduce -85.2% | 3,676 | $298K |
| Swmg, LLC | 0.13% | Add +5.1% | 3,788 | $297K |
| Verdence Capital Advisors LLC | 0.03% | New | 3,773 | $295K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -21.3% | 3,702 | $290K |
| Drive Wealth Management, LLC | 0.08% | Reduce -1.9% | 3,644 | $285K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.2% | 3,636 | $285K |
| Marietta Investment Partners LLC | 0.06% | Reduce -2.8% | 3,631 | $284K |
| Coastwise Capital Group, LLC | 0.27% | Reduce -22.7% | 3,622 | $284K |
| First International Bank & Trust | 0.10% | No change | 3,555 | $278K |
| Willner & Heller, LLC | 0.27% | Add +0.7% | 3,555 | $278K |
| Landmark Wealth Management, LLC | 0.22% | Reduce -7.9% | 3,554 | $278K |
| Armbruster Capital Management, Inc. | 0.06% | No change | 3,544 | $278K |
| Fielder Capital Group LLC | 0.11% | Reduce -15.4% | 3,520 | $276K |
| Merit Financial Group, LLC | 0.01% | Reduce -18.4% | 3,507 | $275K |
| Pacifica Partners Inc. | 0.11% | No change | 3,375 | $263K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 3,350 | $262K |
| Burns Matteson Capital Management, LLC | 0.16% | Reduce -0.7% | 3,317 | $260K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +2.8% | 3,252 | $255K |
| Narus Financial Partners, LLC | 0.10% | No change | 3,250 | $255K |
| BCGM Wealth Management, LLC | 0.09% | Reduce -2.3% | 3,246 | $254K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -31.0% | 3,243 | $254K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -20.2% | 3,223 | $252K |
| Berger Financial Group, Inc | 0.02% | No change | 3,188 | $250K |
| Garden State Investment Advisory Services LLC | 0.09% | New | 3,180 | $249K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 3,155 | $247K |
| Centerpoint Advisors, LLC | 0.09% | Reduce -12.4% | 3,154 | $247K |
| Clearstead Advisors, LLC | 0.00% | New | 3,090 | $242K |
| Maia Wealth LLC | 0.07% | — | 2,872 | $238K |
| Allred Capital Management, LLC | 0.09% | No change | 3,030 | $237K |
| Roberts Glore & Co. Inc. | 0.07% | Add +7.1% | 2,998 | $235K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -38.5% | 2,967 | $232K |
| 626 Financial, LLC | 0.13% | No change | 2,965 | $232K |
| Focus Partners Wealth | 0.00% | Add +5.8% | 2,933 | $230K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -30.8% | 2,880 | $226K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -11.2% | 2,822 | $221K |
| Lido Advisors, LLC | 0.00% | Reduce -6.0% | 2,819 | $221K |
| Faithward Advisors, LLC | 0.04% | Reduce -8.8% | 2,795 | $219K |
| Paradigm, Strategies in Wealth Management, LLC | 0.13% | Add +0.5% | 2,791 | $219K |
| Capstone Wealth Management Group, LLC | 0.14% | Add +0.7% | 2,776 | $217K |
| Csenge Advisory Group | 0.01% | Add +0.8% | 2,771 | $217K |
| Aviso Wealth Management | 0.13% | Reduce -16.6% | 2,769 | $217K |
| Ballentine Capital Advisors, Inc | 0.11% | Reduce -4.3% | 2,758 | $216K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -3.3% | 2,731 | $214K |
| Reston Wealth Management LLC | 0.09% | Reduce -58.7% | 2,725 | $213K |
| Courier Capital LLC | 0.02% | No change | 2,715 | $213K |
| Ballast Advisors LLC | 0.07% | Reduce -10.2% | 2,713 | $212K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -0.7% | 2,682 | $210K |
| OneAscent Financial Services LLC | 0.03% | Add +0.6% | 2,682 | $210K |
| PSI Advisors, LLC | 0.07% | Reduce -1.7% | 2,668 | $209K |
| Center for Financial Planning, Inc. | 0.03% | No change | 2,667 | $209K |
| Werba Rubin Papier Wealth Management | 0.06% | No change | 2,658 | $208K |
| Mission Creek Capital Partners, Inc. | 0.05% | Reduce -46.2% | 2,627 | $206K |
| Independent Advisor Alliance | 0.01% | New | 2,614 | $205K |
| Windward Private Wealth Management Inc. | 0.08% | Reduce -12.6% | 2,605 | $204K |
| Evermay Wealth Management LLC | 0.03% | No change | 2,563 | $201K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -4.1% | 2,458 | $192K |
| Spire Wealth Management | 0.01% | Reduce -0.8% | 2,448 | $192K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Reduce -19.3% | 2,357 | $185K |
| Sandy Spring Bank | 0.01% | Add +0.7% | 2,180 | $171K |
| Fifth Third Bancorp | 0.00% | No change | 2,112 | $165K |
| Bogart Wealth, LLC | 0.01% | No change | 2,001 | $157K |
| Ashton Thomas Securities, LLC | 0.04% | — | 1,877 | $146K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.1% | 1,779 | $139K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -15.8% | 1,753 | $136K |
| Realta Investment Advisors | 0.02% | Reduce -5.7% | 1,595 | $125K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.4% | 1,577 | $124K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -5.0% | 1,509 | $118K |
| Harbour Investments, Inc. | 0.00% | Add +2.3% | 1,442 | $113K |
| Glassman Wealth Services | 0.02% | New | 1,435 | $112K |
| Flputnam Investment Management Co. | 0.00% | New | 1,420 | $111K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.6% | 1,336 | $105K |
| UMB Bank, n.a. | 0.00% | No change | 1,330 | $104K |
| Private Ocean, LLC | 0.01% | Add +0.7% | 1,292 | $101K |
| Tradewinds Capital Management, LLC | 0.03% | Reduce -99.0% | 1,278 | $100K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -0.1% | 1,200 | $94K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,173 | $92K |
| PrairieView Partners, LLC | 0.01% | No change | 1,060 | $83K |
| Bank of Montreal | 0.00% | Reduce -30.3% | 1,031 | $82K |
| Financial Freedom, LLC | 0.05% | No change | 1,039 | $81K |
| Iron Horse Wealth Management, LLC | 0.03% | No change | 1,037 | $81K |
| GoalVest Advisory LLC | 0.03% | No change | 1,016 | $80K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -8.4% | 985 | $77K |
| Hanson & Doremus Investment Management | 0.01% | Add +0.2% | 846 | $66K |
| HBC Financial Services, PLLC | 0.04% | No change | 720 | $62K |
| Kathleen S. Wright Associates Inc. | 0.03% | New | 743 | $58K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 628 | $49K |
| Belpointe Asset Management LLC | 0.00% | New | 632 | $49K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 610 | $48K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -2.2% | 588 | $46K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 540 | $42K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -41.6% | 538 | $42K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 510 | $40K |
| IFP Advisors, Inc | 0.00% | Reduce -24.6% | 507 | $40K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -38.2% | 492 | $39K |
| Sound Income Strategies, LLC | 0.00% | No change | 459 | $36K |
| Aspire Wealth Management Corp | 0.02% | No change | 432 | $34K |
| Global Trust Asset Management, LLC | 0.01% | No change | 429 | $34K |
| Mfa Wealth Advisors, LLC | 0.01% | New | 414 | $32K |
| Richardson Capital Management LLC | 0.02% | Add +4.8% | 392 | $31K |
| Tidemark, LLC | 0.01% | Reduce -74.0% | 385 | $30K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.8% | 380 | $30K |
| Assetmark, Inc. | 0.00% | Add +1740.0% | 368 | $29K |
| Founders Financial Alliance, LLC | 0.01% | No change | 367 | $29K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.6% | 347 | $27K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +5100.0% | 312 | $24K |
| Lynx Investment Advisory | 0.02% | — | 305 | $24K |
| Tucker Asset Management LLC | 0.01% | Add +92.8% | 295 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | Add +88.4% | 275 | $22K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 270 | $21K |
| Signaturefd, LLC | 0.00% | No change | 266 | $21K |
| Abound Wealth Management | 0.01% | Add +0.8% | 264 | $21K |
| Redwood Wealth Management Group, LLC | 0.02% | New | 262 | $21K |
| Gleason Group, Inc. | 0.00% | New | 250 | $20K |
| Continuum Advisory, LLC | 0.00% | Add +1.6% | 249 | $19K |
| Capital Analysts, LLC | 0.00% | No change | 215 | $17K |
| MTM Investment Management, LLC | 0.01% | Reduce -7.1% | 195 | $15K |
| Beacon Capital Management, LLC | 0.00% | No change | 190 | $15K |
| TD Capital Management LLC | 0.00% | Add +0.6% | 181 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 178 | $14K |
| Crewe Advisors LLC | 0.00% | Reduce -3.0% | 164 | $13K |
| International Assets Investment Management, LLC | 0.00% | New | 152 | $12K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 151 | $12K |
| Gradient Investments LLC | 0.00% | Reduce -0.7% | 148 | $12K |
| Caitlin John, LLC | 0.01% | No change | 142 | $11K |
| Bessemer Group Inc. | 0.00% | Reduce -80.9% | 136 | $11K |
| Ridgewood Investments LLC | 0.01% | New | 130 | $10K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 125 | $10K |
| Davis Capital Management | 0.01% | No change | 120 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 118 | $9K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -10.8% | 115 | $9K |
| Kozak & Associates, Inc. | 0.00% | Add +0.9% | 112 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 105 | $8K |
| Powell Investment Advisors, LLC | 0.00% | New | 92 | $7K |
| Russell Investments Group, Ltd. | 0.00% | New | 90 | $7K |
| Emfo, LLC | 0.01% | Add +1.2% | 85 | $7K |
| TruNorth Capital Management, LLC | 0.00% | Reduce -2.4% | 83 | $7K |
| Contravisory Investment Management, Inc. | 0.00% | Reduce -46.0% | 80 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 78 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.3% | 81 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -93.3% | 75 | $6K |
| Triad Wealth Partners, LLC | 0.00% | New | 74 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 69 | $5K |
| Scarborough Advisors, LLC | 0.00% | No change | 68 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -26.7% | 63 | $5K |
| Global Wealth Strategies & Associates | 0.00% | No change | 64 | $5K |
| Gen-Wealth Partners Inc | 0.00% | Add +14.0% | 57 | $4K |
| Phillips Financial Management, LLC | 0.00% | No change | 56 | $4K |
| Ancora Advisors LLC | 0.00% | No change | 54 | $4K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -97.5% | 52 | $4K |
| Simplex Trading, LLC | 0.00% | New | 60 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | — | 51 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $4K |
| Tower View Wealth Management LLC | 0.00% | No change | 48 | $4K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 42 | $3K |
| M&R Capital Management Inc. | 0.00% | No change | 35 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 35 | $3K |
| Strategic Financial Concepts, LLC | 0.00% | Add +9091.4% | 237,047 | $3K |
| Archer Investment Corp | 0.00% | No change | 32 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 32 | $3K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 25 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 38 | $2K |
| Howe & Rusling Inc. | 0.00% | No change | 23 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 20 | $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 |
| Redmont Wealth Advisors LLC | 0.00% | New | 13 | $1K |
| Armor Investment Advisors, LLC | 0.00% | No change | 10 | $783 |
| Citigroup Inc. | 0.00% | Reduce -88.9% | 6 | $470 |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 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.