SS SPDR S&P 600 SC Val ETFSLYVETF
13F holders, Q3 2024 (September 30)550holders +17
53new positions
37sold out
1famous investor
$86.72avg. 13F price*
At the end of Q3 2024, 550 institutions reported holding SS SPDR S&P 600 SC Val ETF (SLYV) in their 13F filings, up 17 from Q2 2024. 53 opened new positions and 37 sold out. The largest holders were Bank of America Corp. ($232.1M), LPL Financial LLC ($130.0M) and Financial Engines Advisors L.L.C. ($119.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P 600 SC Val ETF
- Filed as
- SPDR SER TR (Q3 2024)
- CUSIP
- 78464A300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $44.7M |
| Exits | 37 | $41.7M |
All 13F filers, Q2 2024 → Q3 2024: 2,052,289 shares bought and 2,473,684 shares sold, net −421,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 550 holders
| Bank of America Corp. | 0.02% | Add +3.3% | 2,673,348 | $232.1M |
| LPL Financial LLC | 0.06% | Add +4.6% | 1,497,185 | $130.0M |
| Financial Engines Advisors L.L.C. | 0.25% | Add +1.2% | 1,370,723 | $119.0M |
| Cannon Financial Strategists, Inc. | 13.95% | Add +1.0% | 919,457 | $79.8M |
| Goelzer Investment Management, Inc. | 4.33% | Add +8.6% | 910,990 | $79.1M |
| Cerity Partners LLC | 0.17% | Add +5.0% | 905,280 | $78.6M |
| NorthRock Partners, LLC | 2.09% | Add +1.2% | 729,519 | $63.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -47.4% | 671,607 | $58.4M |
| Morningstar Investment Services LLC | 0.53% | Reduce -2.1% | 598,525 | $51.8M |
| Financial Planning & Information Services, Inc. | 6.97% | Reduce -10.6% | 582,947 | $50.6M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +0.8% | 557,421 | $48.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.5% | 491,468 | $42.7M |
| Creative Planning | 0.04% | Reduce -7.6% | 441,642 | $38.3M |
| Avior Wealth Management, LLC | 1.27% | Add +4.1% | 368,655 | $32.0M |
| Wells Fargo & Company | 0.01% | Add +2.3% | 365,572 | $31.7M |
| Trilogy Capital Inc. | 1.54% | Add +2.8% | 350,758 | $30.5M |
| Evensky & Katz LLC | 1.76% | Reduce -0.5% | 310,808 | $27.0M |
| Equitable Holdings, Inc. | 0.26% | Reduce -13.5% | 308,220 | $26.8M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -8.1% | 304,127 | $26.4M |
| Rodgers & Associates, LTD | 3.12% | Add +1.6% | 300,995 | $26.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +68.2% | 289,995 | $25.2M |
| Morgan Stanley | 0.00% | Add +7.6% | 289,759 | $25.2M |
| Dean, Jacobson Financial Services, LLC | 18.67% | Reduce -0.7% | 286,577 | $24.9M |
| Focus Partners Wealth | 0.08% | Add +9473.8% | 280,798 | $24.4M |
| American Financial Advisors, LLC | 3.18% | Reduce -2.3% | 268,222 | $23.3M |
| Osaic Holdings, Inc. | 0.05% | Add +8.2% | 267,855 | $23.3M |
| Klingman & Associates, LLC | 1.38% | Add +0.1% | 257,041 | $22.3M |
| Brandywine Oak Private Wealth LLC | 2.15% | Reduce -1.1% | 255,287 | $22.2M |
| Roberts Financial Services LLC | 4.14% | Reduce -0.1% | 254,482 | $22.1M |
| Convergence Financial, LLC | 4.03% | Add +9.9% | 218,346 | $19.0M |
| KWB Wealth | 2.45% | Add +24.7% | 240,071 | $18.8M |
| Canandaigua National Bank & Trust Co. | 1.68% | Add +0.7% | 203,021 | $17.6M |
| First National Trust Co | 0.65% | Add +6.6% | 194,862 | $16.9M |
| Tradewinds Capital Management, LLC | 4.48% | Add +15006.0% | 193,054 | $16.8M |
| Pure Portfolios Holdings LLC | 6.00% | — | 183,012 | $15.9M |
| FAS Wealth Partners, Inc. | 1.24% | Reduce -0.3% | 179,566 | $15.6M |
| GHP Investment Advisors, Inc. | 0.67% | Add +1.8% | 169,444 | $14.7M |
| Lutz Financial Services LLC | 1.18% | Reduce -1.0% | 167,030 | $14.5M |
| Wrenne Financial Planning LLC | 8.53% | Add +9.5% | 164,853 | $14.3M |
| Key Financial Inc | 3.09% | Add +3.0% | 160,801 | $14.0M |
| Financial Strategies Group, Inc. | 3.25% | Add +0.7% | 160,171 | $13.9M |
| Sage Financial Group Inc. | 1.12% | Reduce -0.3% | 157,314 | $13.7M |
| Marathon Mission, Inc. | 9.40% | Add +1.5% | 155,442 | $13.5M |
| UBS Group AG | 0.00% | Add +14.2% | 149,306 | $13.0M |
| Truist Financial Corp. | 0.02% | Reduce -5.5% | 149,172 | $13.0M |
| Capasso Planning Partners LLC | 3.82% | Add +2.4% | 149,075 | $12.9M |
| Nwam LLC | 0.78% | New | 146,474 | $12.7M |
| WCG Wealth Advisors LLC | 0.86% | Reduce -5.7% | 146,361 | $12.7M |
| Asset Dedication, LLC | 0.84% | Reduce -2.4% | 142,621 | $12.4M |
| Avantax Planning Partners, Inc. | 0.43% | Reduce -19.5% | 139,659 | $12.1M |
| Mariner, LLC | 0.02% | Reduce -13.6% | 138,465 | $12.0M |
| HighTower Advisors, LLC | 0.02% | Add +2.4% | 133,184 | $11.6M |
| Optimist Retirement Group LLC | 5.04% | Add +2.0% | 128,521 | $11.2M |
| Triangle Securities Wealth Management | 2.80% | Reduce -0.3% | 124,912 | $10.8M |
| Concord Wealth Partners | 1.80% | Add +4.6% | 124,436 | $10.8M |
| Concord Asset Management, LLC | 2.41% | Add +7.1% | 122,779 | $10.7M |
| Tiaa Trust, National Association | 0.03% | Reduce -8.9% | 120,780 | $10.5M |
| Rockbridge Investment Management, LCC | 1.34% | Reduce -31.1% | 118,819 | $10.3M |
| Merriman Wealth Management, LLC | 0.41% | New | 116,841 | $10.1M |
| Corient Private Wealth LP | 0.02% | Reduce -19.9% | 114,453 | $9.9M |
| Perritt Capital Management Inc | 4.96% | Add +1.3% | 111,103 | $9.6M |
| Balanced Wealth Group LLC | 4.11% | Reduce -65.3% | 108,459 | $9.3M |
| N.E.W. Advisory Services LLC | 0.92% | Add +2.5% | 106,971 | $9.3M |
| Baird Financial Group, Inc. | 0.02% | Add +11.2% | 106,040 | $9.2M |
| Perennial Investment Advisors, LLC | 1.16% | Reduce -5.4% | 102,388 | $8.9M |
| BIP Wealth, LLC | 0.60% | Add +16.2% | 101,832 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.6% | 101,080 | $8.8M |
| CarsonAllaria Wealth Management, Ltd. | 5.02% | Add +11.0% | 100,929 | $8.8M |
| Focus Partners Advisor Solutions, LLC | 0.18% | Reduce -5.8% | 99,754 | $8.7M |
| Mather Group, Llc. | 0.11% | Add +8.0% | 96,358 | $8.4M |
| Private Advisor Group, LLC | 0.05% | Add +1.1% | 89,009 | $7.7M |
| Geneos Wealth Management Inc. | 0.29% | Reduce -5.6% | 87,726 | $7.6M |
| Diversified, LLC | 0.82% | Add +4.0% | 85,901 | $7.5M |
| Diversified Enterprises, LLC | 0.82% | — | 85,901 | $7.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.8% | 85,541 | $7.4M |
| Northwest Wealth Management, LLC | 1.73% | Reduce -3.1% | 85,383 | $7.4M |
| Cambridge Financial Group, LLC | 3.01% | Reduce -1.0% | 83,376 | $7.2M |
| Redwood Investment Management, LLC | 0.64% | Add +168.9% | 82,722 | $7.2M |
| Financial Counselors Inc. | 0.10% | Reduce -0.9% | 76,456 | $6.6M |
| Aire Advisors, LLC | 1.45% | Add +0.2% | 75,725 | $6.6M |
| MML Investors Services, LLC | 0.02% | Reduce -0.7% | 75,236 | $6.5M |
| One Day In July LLC | 0.73% | Add +45.2% | 74,744 | $6.5M |
| LPWM LLC | 2.10% | Add +2.3% | 76,095 | $6.4M |
| Clark Capital Management Group, Inc. | 0.04% | Add +4.1% | 71,309 | $6.2M |
| Cetera Investment Advisers | 0.01% | Add +6.7% | 69,738 | $6.1M |
| Kades & Cheifetz LLC | 3.35% | Add +2.8% | 67,460 | $5.9M |
| Provident Wealth Management, LLC | 1.99% | Add +8.6% | 67,186 | $5.8M |
| Cornerstone Advisors Asset Management, LLC | 1.26% | No change | 65,894 | $5.7M |
| Melone Private Wealth, LLC | 3.02% | Add +4.3% | 65,536 | $5.7M |
| Probity Advisors, Inc. | 1.08% | Reduce -3.6% | 64,740 | $5.6M |
| McAdam, LLC | 0.31% | Reduce -24.1% | 63,855 | $5.5M |
| Marietta Wealth Management, LLC | 0.81% | Add +2.8% | 63,840 | $5.5M |
| Waller Financial Planning Group, Inc. | 1.31% | Add +2.9% | 60,922 | $5.3M |
| WealthShield Partners, LLC | 0.72% | Add +6.5% | 60,825 | $5.3M |
| Captrust Financial Advisors | 0.02% | Add +31.6% | 59,812 | $5.2M |
| Townsquare Capital LLC | 0.06% | Add +6.1% | 59,426 | $5.2M |
| Ritholtz Wealth Management | 0.15% | Add +1.1% | 58,963 | $5.1M |
| Palisades Hudson Asset Management, L.P. | 2.16% | Reduce -1.6% | 58,855 | $5.1M |
| Royal Bank of Canada | 0.00% | Add +14.3% | 58,598 | $5.1M |
| Dakota Wealth Management | 0.11% | Reduce -24.0% | 58,479 | $5.1M |
| Salomon & Ludwin, LLC | 0.52% | Reduce -4.4% | 58,468 | $5.1M |
| New Hampshire Trust | 1.06% | Reduce -5.4% | 57,083 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | New | 56,880 | $4.9M |
| Councilor Wealth, LLC | 2.41% | Reduce -1.3% | 56,793 | $4.9M |
| Facet Wealth, Inc. | 0.14% | Reduce -0.1% | 57,503 | $4.9M |
| Fragasso Financial Advisors Inc | 0.37% | Reduce -10.3% | 55,666 | $4.8M |
| Two Sigma Investments, LP | 0.01% | Add +17.8% | 55,580 | $4.8M |
| Waverly Advisors, LLC | 0.09% | Reduce -5.0% | 55,407 | $4.8M |
| Modera Wealth Management, LLC | 0.06% | Add +4.4% | 54,790 | $4.8M |
| Interactive Financial Advisors, Inc. | 2.42% | Add +1.1% | 54,157 | $4.7M |
| Signature Estate & Investment Advisors LLC | 0.11% | Reduce -45.5% | 53,639 | $4.7M |
| Pinnacle Financial Partners Inc | 0.09% | Reduce -0.8% | 51,228 | $4.4M |
| Kingsview Wealth Management, LLC | 0.09% | Add +64.9% | 50,037 | $4.3M |
| Clarus Wealth Advisors | 2.20% | Add +0.7% | 50,911 | $4.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -51.2% | 49,310 | $4.3M |
| Krilogy Financial LLC | 0.29% | Reduce -8.2% | 48,927 | $4.2M |
| Annapolis Financial Services, LLC | 1.22% | Add +0.1% | 47,629 | $4.1M |
| New England Capital Financial Advisors LLC | 2.05% | Add +1.9% | 45,584 | $4.0M |
| Arax Advisory Partners | 0.35% | Add +1.2% | 45,381 | $3.9M |
| TAGStone Capital, Inc. | 1.96% | Add +3.1% | 44,106 | $3.8M |
| Larson Financial Group LLC | 0.21% | Reduce -2.6% | 43,556 | $3.8M |
| Prestige Wealth Management Group LLC | 0.77% | Reduce -1.2% | 42,832 | $3.7M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -8.7% | 42,770 | $3.7M |
| Financial Guidance Group, Inc. | 2.16% | Reduce -8.9% | 42,659 | $3.7M |
| Marotta Asset Management | 0.72% | Add +2.2% | 41,987 | $3.6M |
| Savant Capital, LLC | 0.03% | Reduce -6.1% | 41,697 | $3.6M |
| Total Wealth Planning, LLC | 0.55% | Reduce -4.0% | 40,887 | $3.5M |
| Tortoise Investment Management, LLC | 0.35% | Reduce -2.2% | 38,890 | $3.4M |
| Blue Barn Wealth, LLC | 1.73% | Add +5.4% | 38,879 | $3.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.7% | 37,727 | $3.3M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -7.2% | 37,413 | $3.2M |
| Capricorn Fund Managers Ltd | 2.20% | Add +34.3% | 37,272 | $3.2M |
| Good Life Advisors, LLC | 0.20% | Add +15.1% | 37,024 | $3.2M |
| Collective Family Office LLC | 0.86% | Reduce -0.1% | 36,291 | $3.2M |
| Canandaigua National Trust Co of Florida | 2.68% | — | 35,961 | $3.1M |
| Principal Securities, Inc. | 0.07% | Add +8.6% | 35,473 | $3.1M |
| Chicago Partners Investment Group LLC | 0.11% | Add +9.1% | 35,985 | $3.1M |
| Cwm, LLC | 0.01% | Add +141.6% | 35,008 | $3.0M |
| Wealth Advisors of Tampa Bay, LLC | 1.27% | Add +20.4% | 34,959 | $3.0M |
| Tradition Wealth Management, LLC | 0.27% | Add +0.9% | 34,690 | $3.0M |
| Strategies Wealth Advisors, LLC | 0.39% | Reduce -3.8% | 33,866 | $2.9M |
| Bailard, Inc. | 0.08% | Add +3.0% | 33,379 | $2.9M |
| Stevens Capital Partners | 1.38% | Add +5.2% | 33,337 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +71.5% | 32,579 | $2.8M |
| Gladstone Institutional Advisory LLC | 0.14% | Reduce -1.2% | 32,377 | $2.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.36% | Reduce -10.9% | 32,235 | $2.8M |
| Indie Asset Partners, LLC | 2.08% | Reduce -0.1% | 31,949 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.2% | 31,938 | $2.8M |
| Diversify Wealth Management, LLC | 0.25% | New | 30,798 | $2.6M |
| Focus Financial Network, Inc. | 0.10% | Reduce -69.2% | 28,359 | $2.5M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +16.8% | 28,224 | $2.5M |
| Arete Wealth Advisors, LLC | 0.21% | Add +159.6% | 27,746 | $2.4M |
| Raymond James & Associates | 0.00% | Add +17.2% | 27,596 | $2.4M |
| Benjamin Edwards Inc. | 0.03% | New | 27,548 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.8% | 26,921 | $2.3M |
| Financial Synergies Wealth Advisors, Inc. | 0.29% | Reduce -11.6% | 26,866 | $2.3M |
| MAI Capital Management | 0.02% | Reduce -5.7% | 26,176 | $2.3M |
| IHT Wealth Management, LLC | 0.06% | Add +25.6% | 25,956 | $2.2M |
| Simon Quick Advisors, LLC | 0.14% | Reduce -9.5% | 25,683 | $2.2M |
| Hamilton Capital, LLC | 0.16% | Add +25.6% | 26,044 | $2.2M |
| ERn Financial, LLC | 0.34% | Reduce -0.1% | 25,549 | $2.2M |
| Pacific Sun Financial Corp | 1.22% | Reduce -3.3% | 25,466 | $2.2M |
| Mutual Advisors, LLC | 0.06% | Reduce -0.1% | 25,293 | $2.2M |
| Partners in Financial Planning | 0.44% | Add +0.3% | 24,885 | $2.2M |
| CM Wealth Advisors LLC | 0.68% | No change | 24,130 | $2.1M |
| Freedom Investment Management, Inc. | 0.17% | Reduce -8.4% | 23,889 | $2.1M |
| Meredith Wealth Planning | 0.99% | Add +1.0% | 23,835 | $2.1M |
| Altfest L J & Co. Inc. | 0.27% | Add +1.1% | 23,658 | $2.1M |
| Calton & Associates, Inc. | 0.78% | Reduce -37.2% | 23,484 | $2.0M |
| Fifth Third Securities, Inc. | 0.19% | Reduce -2.8% | 22,993 | $2.0M |
| Signet Financial Management, LLC | 0.25% | Reduce -4.3% | 22,896 | $2.0M |
| Inspirion Wealth Advisors, LLC | 0.27% | Reduce -5.5% | 21,876 | $1.9M |
| Diligent Investors, LLC | 0.43% | Add +0.5% | 21,571 | $1.9M |
| Eldridge Investment Advisors, Inc. | 0.44% | Add +0.4% | 21,359 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -0.8% | 21,274 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.4% | 20,848 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -20.4% | 19,381 | $1.8M |
| Sensible Money, LLC | 0.79% | Add +2.2% | 20,758 | $1.8M |
| Pinnacle Family Advisors, LLC | 0.92% | New | 20,454 | $1.8M |
| CreativeOne Wealth, LLC | 0.06% | Add +15.8% | 20,444 | $1.8M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -17.5% | 20,092 | $1.7M |
| Opus Capital Group, LLC | 0.21% | Reduce -0.5% | 19,800 | $1.7M |
| JNBA Financial Advisors | 0.17% | Reduce -28.4% | 19,467 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -75.0% | 18,850 | $1.6M |
| Prudential PLC | 0.01% | Add +190.1% | 18,847 | $1.6M |
| Trueblood Wealth Management, LLC | 0.81% | Add +12.9% | 18,477 | $1.6M |
| Ignite Planners, LLC | 0.36% | Reduce -10.9% | 18,348 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | No change | 18,188 | $1.6M |
| CoreCap Advisors, LLC | 0.07% | Add +6.8% | 17,998 | $1.6M |
| Laraway Financial Advisors Inc | 1.24% | Reduce -0.3% | 17,905 | $1.6M |
| Etfidea, LLC | 0.49% | Reduce -0.1% | 17,830 | $1.5M |
| Eclectic Associates Inc. | 0.59% | Add +0.1% | 17,298 | $1.5M |
| Connecticut Wealth Management, LLC | 0.07% | No change | 17,048 | $1.5M |
| Moisand Fitzgerald Tamayo, LLC | 0.20% | Reduce -8.5% | 16,936 | $1.5M |
| Oakwell Private Wealth Management, LLC | 0.42% | Reduce -3.3% | 16,668 | $1.4M |
| LTG Capital LLC | 1.19% | Add +2.4% | 16,490 | $1.4M |
| Courage Miller Partners, LLC | 0.47% | Add +1.0% | 16,185 | $1.4M |
| UNIVEST FINANCIAL Corp | 0.09% | New | 15,916 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Reduce -6.8% | 15,616 | $1.4M |
| Lodestar Private Asset Management LLC | 0.17% | Add +0.1% | 15,385 | $1.3M |
| Brown Advisory Inc. | 0.00% | No change | 15,254 | $1.3M |
| Composition Wealth, LLC | 0.03% | Reduce -1.7% | 15,182 | $1.3M |
| Paragon Capital Management Ltd | 0.26% | No change | 15,097 | $1.3M |
| Grey Fox Wealth Advisors, LLC | 0.36% | Add +32.6% | 15,063 | $1.3M |
| Firestone Capital Management | 0.33% | Add +0.4% | 14,978 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Add +7.0% | 14,619 | $1.3M |
| Morton Brown Family Wealth, LLC | 0.45% | Reduce -37.4% | 14,494 | $1.3M |
| Asset Planning Corporation | 0.82% | Add +0.4% | 14,396 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -47.0% | 14,353 | $1.2M |
| Meritage Portfolio Management | 0.08% | Reduce -42.4% | 14,193 | $1.2M |
| Private Wealth Management Group, LLC | 0.48% | Reduce -2.6% | 14,131 | $1.2M |
| American Investment Services, Inc. | 0.20% | No change | 14,031 | $1.2M |
| Liberty Capital Management, Inc. | 0.27% | No change | 14,000 | $1.2M |
| Meridian Financial Advisors, LLC | 0.81% | Add +1.5% | 13,999 | $1.2M |
| Acorn Financial Advisory Services Inc. | 0.21% | Add +7.0% | 13,754 | $1.2M |
| Equita Financial Network, Inc. | 0.43% | Reduce -24.4% | 13,568 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +26.9% | 13,434 | $1.2M |
| Merit Financial Group, LLC | 0.03% | Add +281.9% | 13,395 | $1.2M |
| American Financial & Tax Strategies Inc. | 0.59% | Add +1.9% | 13,370 | $1.2M |
| Quent Capital, LLC | 0.11% | Add +0.4% | 12,955 | $1.1M |
| Denver Wealth Management, Inc. | 0.51% | Add +2.6% | 12,804 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.3% | 12,714 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Reduce -0.6% | 12,709 | $1.1M |
| Invera Wealth Advisors, LLC | 1.08% | Add +2.8% | 11,712 | $1.1M |
| Summit Financial, LLC | 0.04% | Add +4.0% | 12,452 | $1.1M |
| Burney Co./ | 0.04% | Reduce -6.8% | 12,145 | $1.1M |
| Bill Few Associates, Inc. | 0.37% | Add +4.6% | 12,086 | $1.0M |
| Advisory Services Network, LLC | 0.02% | No change | 13,387 | $1.0M |
| GFS Advisors, LLC | 0.22% | Add +720.4% | 12,060 | $1.0M |
| MidAtlantic Capital Management, Inc. | 0.76% | Add +0.2% | 11,974 | $1.0M |
| Deutsche Bank AG | 0.00% | Reduce -30.4% | 11,952 | $1.0M |
| Valley Wealth Managers, Inc. | 0.08% | Add +4.5% | 11,873 | $1.0M |
| M&T Bank Corp | 0.00% | Reduce -4.7% | 11,809 | $1.0M |
| Blair William & Co. | 0.00% | Reduce -8.0% | 11,772 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -9.8% | 11,488 | $997K |
| Betterment LLC | 0.00% | Reduce -4.7% | 11,317 | $983K |
| SeaCrest Wealth Management, LLC | 0.10% | Reduce -1.0% | 11,031 | $958K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +15.6% | 11,003 | $955K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +15.6% | 11,003 | $955K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.3% | 10,790 | $937K |
| Brookstone Capital Management | 0.01% | Reduce -64.7% | 10,781 | $936K |
| Centaurus Financial, Inc. | 0.06% | Add +0.4% | 10,588 | $919K |
| Beckerman Institutional, LLC | 0.77% | — | 10,568 | $918K |
| Financial Advocates Investment Management | 0.05% | Add +7.0% | 10,537 | $915K |
| One Capital Management, LLC | 0.03% | Reduce -2.1% | 10,442 | $907K |
| IAG Wealth Partners, LLC | 0.17% | Reduce -0.5% | 10,436 | $906K |
| Occidental Asset Management, LLC | 0.15% | Add +2.3% | 10,428 | $905K |
| Prudential Financial Inc. | 0.00% | Add +20.1% | 10,020 | $870K |
| Comerica Bank | 0.00% | Add +15.2% | 9,974 | $866K |
| Florida Financial Advisors, LLC | 0.45% | Add +20.1% | 9,957 | $864K |
| AlphaStar Capital Management, LLC | 0.07% | New | 9,603 | $834K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 9,598 | $833K |
| Keystone Financial Group | 0.11% | New | 9,544 | $829K |
| Taylor & Morgan Wealth Management, LLC | 0.55% | Reduce -13.7% | 9,442 | $820K |
| TrinityPoint Wealth, LLC | 0.12% | Add +2.4% | 9,288 | $806K |
| Park Avenue Securities LLC | 0.01% | Add +2.4% | 9,282 | $806K |
| Diversified Investment Strategies, LLC | 0.53% | Reduce -2.1% | 9,277 | $805K |
| Red Tortoise LLC | 0.40% | Reduce -1.0% | 9,087 | $789K |
| Global Retirement Partners, LLC | 0.02% | Add +1.6% | 9,059 | $787K |
| JPMorgan Chase & Co. | 0.00% | Add +118.6% | 9,009 | $782K |
| Motive Wealth Advisors | 0.46% | No change | 9,848 | $771K |
| Everhart Financial Group, Inc. | 0.17% | Reduce -0.3% | 8,726 | $758K |
| Commonwealth Financial Services, LLC | 0.15% | No change | 8,803 | $753K |
| Texas Yale Capital Corp. | 0.03% | Add +7.2% | 8,525 | $740K |
| Accredited Investors Inc. | 0.04% | No change | 8,476 | $736K |
| G2 Capital Management, LLC / Oh | 0.22% | No change | 8,468 | $735K |
| Wrapmanager Inc. | 0.19% | Reduce -13.0% | 8,403 | $730K |
| Atlas Brown,Inc. | 0.25% | Reduce -30.4% | 8,305 | $721K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +6.5% | 8,286 | $719K |
| Jentner Corp | 0.22% | Reduce -2.8% | 8,233 | $715K |
| Advance Capital Management, Inc. | 0.03% | Add +5.6% | 8,039 | $698K |
| FMR LLC | 0.00% | Reduce -6.5% | 8,003 | $695K |
| Cassady Schiller Wealth Management, LLC | 0.25% | No change | 7,938 | $689K |
| Rothschild Wealth LLC | 0.20% | Reduce -0.3% | 7,893 | $685K |
| LexAurum Advisors, LLC | 0.15% | Reduce -15.9% | 7,866 | $683K |
| Traction Financial Partners, LLC | 0.53% | Reduce -8.4% | 7,816 | $679K |
| Anson Capital, Inc. | 0.60% | Reduce -33.7% | 7,757 | $673K |
| Moneco Advisors, LLC | 0.08% | Add +2.8% | 7,669 | $666K |
| Pinnacle Holdings, LLC | 0.29% | Reduce -2.5% | 7,551 | $656K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.24% | Reduce -0.5% | 7,494 | $651K |
| Seed Wealth Management, Inc. | 0.52% | No change | 7,480 | $649K |
| Advisor OS, LLC | 0.06% | No change | 7,368 | $640K |
| Winthrop Capital Management, LLC | 0.30% | Reduce -0.6% | 7,261 | $630K |
| Madison Park Capital Advisors, LLC | 0.47% | Add +0.4% | 7,200 | $625K |
| Sigma Planning Corp | 0.02% | Reduce -1.0% | 7,168 | $622K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.8% | 7,165 | $622K |
| Vestia Personal Wealth Advisors | 0.59% | Reduce -1.3% | 7,165 | $622K |
| EP Wealth Advisors, LLC | 0.01% | Add +353.3% | 7,149 | $621K |
| Highland Financial Advisors, LLC | 0.22% | Reduce -0.1% | 7,082 | $615K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -18.1% | 7,038 | $611K |
| MJP Associates Inc. | 0.11% | No change | 6,933 | $602K |
| Fiducient Advisors LLC | 0.07% | No change | 6,933 | $602K |
| Johnson Investment Counsel Inc. | 0.01% | Add +90.2% | 6,917 | $601K |
| Independent Financial Group, LLC | 0.02% | Add +1.5% | 6,905 | $600K |
| Austin Wealth Management, LLC | 0.13% | Reduce -1.2% | 6,934 | $585K |
| US Bancorp \de | 0.00% | Reduce -3.3% | 6,703 | $582K |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -0.9% | 6,491 | $564K |
| MB Generational Wealth, LLC | 0.40% | New | 6,424 | $558K |
| Apeiron RIA LLC | 0.16% | Reduce -2.7% | 6,292 | $546K |
| Financial Network Wealth Advisors LLC | 0.45% | Add +3.2% | 6,262 | $544K |
| Insight Advisors, LLC/ PA | 0.09% | Add +3.8% | 6,248 | $542K |
| Redhawk Wealth Advisors, Inc. | 0.08% | Reduce -57.4% | 6,178 | $536K |
| Seaside Wealth Management, Inc. | 0.20% | Reduce -1.5% | 6,066 | $527K |
| Atria Investments, Inc | 0.01% | Reduce -19.3% | 5,873 | $510K |
| Integrity Wealth Solutions LLC | 0.30% | Reduce -11.6% | 5,844 | $507K |
| Hilltop Holdings Inc. | 0.03% | Add +2.5% | 5,807 | $504K |
| Richwood Investment Advisors, LLC | 0.41% | No change | 5,644 | $490K |
| Montz Harcus Wealth Management LLC | 0.29% | Add +0.4% | 5,631 | $489K |
| SpiderRock Advisors, LLC | 0.01% | New | 5,561 | $483K |
| Smart Portfolios, LLC | 0.49% | Reduce -0.5% | 5,557 | $482K |
| Duncker Streett & Co. Inc. | 0.09% | Add +0.1% | 5,524 | $480K |
| Glass Jacobson Investment Advisors llc | 0.16% | Reduce -0.8% | 5,523 | $480K |
| Glenview Trust Co | 0.01% | New | 5,496 | $477K |
| Waldron Private Wealth LLC | 0.02% | No change | 5,480 | $476K |
| Weinberger Asset Management, Inc | 0.20% | Reduce -1.4% | 5,478 | $476K |
| Marble Harbor Investment Counsel, LLC | 0.05% | No change | 5,450 | $473K |
| Addis & Hill, Inc | 0.36% | No change | 5,450 | $473K |
| Portside Wealth Group, LLC | 0.08% | Reduce -0.4% | 5,425 | $471K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +82.2% | 5,407 | $469K |
| Howard Financial Services, LTD. | 0.07% | Add +0.3% | 5,400 | $469K |
| CGN Advisors LLC | 0.05% | Reduce -1.1% | 5,380 | $467K |
| Bank of New York Mellon Corp | 0.00% | Add +14.7% | 5,221 | $453K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -10.4% | 5,182 | $450K |
| Market Street Wealth Management Advisors LLC | 0.07% | Reduce -7.8% | 5,142 | $446K |
| Navalign, LLC | 0.13% | Add +7.1% | 5,136 | $446K |
| Pinnacle Bancorp, Inc. | 0.12% | Reduce -0.9% | 5,128 | $445K |
| Marquette Asset Management, LLC | 0.07% | Reduce -5.8% | 5,001 | $434K |
| Private Trust Co. NA | 0.04% | Add +9.0% | 4,932 | $428K |
| EWG Elevate Inc. | 0.17% | Add +1.4% | 4,895 | $425K |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 4,887 | $424K |
| Carlson Capital Management | 0.02% | No change | 4,871 | $423K |
| Crescent Sterling, Ltd. | 0.40% | Add +0.2% | 4,859 | $422K |
| SilverOak Wealth Management LLC | 0.09% | No change | 4,829 | $419K |
| Waypoint Capital Advisors, LLC | 0.09% | No change | 4,825 | $419K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -1.1% | 4,796 | $416K |
| Awm Capital, LLC | 0.05% | New | 4,778 | $415K |
| Leslie Global Wealth, LLC | 0.20% | Reduce -9.5% | 4,770 | $414K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -2.1% | 4,723 | $410K |
| One Degree Advisors Inc | 0.17% | Add +0.5% | 4,651 | $402K |
| Ackerman Capital Advisors, LLC | 0.10% | Reduce -0.6% | 4,552 | $395K |
| Verdence Capital Advisors LLC | 0.03% | Add +20.1% | 4,533 | $394K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -11.3% | 4,526 | $393K |
| CW Advisors, LLC | 0.01% | Reduce -81.0% | 4,509 | $392K |
| Creekside Partners | 0.20% | Reduce -6.9% | 4,493 | $390K |
| Visionary Wealth Advisors | 0.02% | Reduce -2.0% | 4,357 | $378K |
| Integrated Advisors Network LLC | 0.02% | Reduce -1.9% | 4,320 | $375K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -6.5% | 4,301 | $373K |
| HUB Investment Partners, LLC | 0.02% | Add +0.5% | 4,257 | $370K |
| Parkside Financial Bank & Trust | 0.05% | No change | 4,232 | $367K |
| Swmg, LLC | 0.15% | Add +3.6% | 3,924 | $361K |
| Fairscale Capital, LLC | 0.32% | Reduce -3.0% | 4,141 | $360K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.1% | 4,121 | $358K |
| AE Wealth Management LLC | 0.00% | Reduce -14.1% | 4,116 | $357K |
| Intelligence Driven Advisers, LLC | 0.05% | Reduce -2.2% | 4,078 | $354K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 4,077 | $354K |
| Marietta Investment Partners LLC | 0.07% | Add +9.8% | 3,987 | $346K |
| Allworth Financial LP | 0.00% | Add +3.9% | 3,970 | $345K |
| Bangor Savings Bank | 0.03% | Reduce -9.5% | 3,955 | $343K |
| Argent Trust Co | 0.01% | No change | 3,954 | $343K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,937 | $342K |
| Cornerstone Advisory, LLC | 0.04% | No change | 3,900 | $339K |
| Wambolt & Associates, LLC | 0.09% | Reduce -28.3% | 3,925 | $336K |
| Associated Banc-Corp | 0.01% | New | 3,853 | $335K |
| CENTRAL TRUST Co | 0.01% | Reduce -2.9% | 3,840 | $333K |
| Tobias Financial Advisors, Inc. | 0.07% | Reduce -4.1% | 3,835 | $333K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -17.3% | 3,708 | $322K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +27.1% | 3,587 | $311K |
| Willner & Heller, LLC | 0.28% | Add +0.5% | 3,574 | $310K |
| Armbruster Capital Management, Inc. | 0.06% | No change | 3,544 | $308K |
| Fielder Capital Group LLC | 0.10% | No change | 3,520 | $306K |
| Coastwise Capital Group, LLC | 0.25% | Reduce -2.9% | 3,518 | $305K |
| Wallace Advisory Group, LLC | 0.22% | No change | 3,816 | $299K |
| Silver Oak Securities, Incorporated | 0.03% | Add +40.4% | 3,450 | $299K |
| Landmark Wealth Management, LLC | 0.13% | Reduce -4.3% | 3,400 | $295K |
| Gilbert & Cook, Inc. | 0.04% | Reduce -30.8% | 3,329 | $289K |
| Burns Matteson Capital Management, LLC | 0.16% | No change | 3,317 | $288K |
| Pacifica Partners Inc. | 0.12% | Reduce -2.6% | 3,286 | $285K |
| BCGM Wealth Management, LLC | 0.09% | Add +0.5% | 3,262 | $283K |
| Narus Financial Partners, LLC | 0.10% | No change | 3,250 | $282K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 3,243 | $281K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -12.8% | 3,229 | $280K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -1.8% | 3,195 | $277K |
| Berger Financial Group, Inc | 0.02% | No change | 3,188 | $277K |
| Sheets Smith Wealth Management | 0.03% | Reduce -40.0% | 3,154 | $274K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.4% | 3,141 | $273K |
| Azimuth Capital Investment Management LLC | 0.01% | Reduce -6.7% | 3,125 | $271K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,090 | $268K |
| Centerpoint Advisors, LLC | 0.09% | Reduce -2.0% | 3,092 | $268K |
| First International Bank & Trust | 0.08% | Reduce -14.2% | 3,049 | $265K |
| Allred Capital Management, LLC | 0.10% | No change | 3,030 | $263K |
| TBH Global Asset Management, LLC | 0.06% | New | 3,009 | $261K |
| Garden State Investment Advisory Services LLC | 0.08% | Reduce -5.7% | 2,999 | $260K |
| Roberts Glore & Co. Inc. | 0.08% | No change | 2,998 | $260K |
| 626 Financial, LLC | 0.14% | No change | 2,965 | $257K |
| Oppenheimer & Co. Inc. | 0.00% | New | 2,947 | $256K |
| Wellspring Financial Advisors, LLC | 0.03% | Reduce -24.5% | 2,939 | $255K |
| PCA Investment Advisory Services Inc. | 0.12% | Reduce -27.6% | 2,858 | $248K |
| Lido Advisors, LLC | 0.00% | Reduce -0.1% | 2,816 | $244K |
| Paradigm, Strategies in Wealth Management, LLC | 0.16% | Add +0.4% | 2,802 | $243K |
| Csenge Advisory Group | 0.01% | Add +2.2% | 2,832 | $243K |
| Capstone Wealth Management Group, LLC | 0.14% | Add +0.5% | 2,791 | $242K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.10% | New | 2,790 | $242K |
| Measured Wealth Private Client Group, LLC | 0.08% | Reduce -59.0% | 2,770 | $240K |
| Ballentine Capital Advisors, Inc | 0.12% | Reduce -0.5% | 2,743 | $238K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.0% | 2,732 | $237K |
| Independent Advisor Alliance | 0.01% | Add +4.1% | 2,721 | $236K |
| Ballast Advisors LLC | 0.07% | Add +0.2% | 2,719 | $236K |
| Signal Advisors Wealth, LLC | 0.03% | New | 2,711 | $235K |
| Faithward Advisors, LLC | 0.04% | Reduce -3.1% | 2,708 | $235K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.1% | 2,686 | $233K |
| Center for Financial Planning, Inc. | 0.03% | Add +0.4% | 2,677 | $232K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -17.2% | 2,670 | $232K |
| Werba Rubin Papier Wealth Management | 0.05% | No change | 2,658 | $231K |
| Windward Private Wealth Management Inc. | 0.09% | No change | 2,605 | $226K |
| Aviso Wealth Management | 0.12% | Reduce -9.0% | 2,520 | $219K |
| Evermay Wealth Management LLC | 0.04% | Reduce -1.9% | 2,515 | $218K |
| Courier Capital LLC | 0.01% | Reduce -7.4% | 2,515 | $218K |
| Stone Summit Wealth LLC | 0.07% | Reduce -39.8% | 2,507 | $218K |
| TFB Advisors LLC | 0.06% | New | 2,493 | $216K |
| Orin Green Financial, LLC | 0.09% | New | 2,489 | $216K |
| Spire Wealth Management | 0.01% | Add +0.9% | 2,471 | $215K |
| Mission Creek Capital Partners, Inc. | 0.05% | Reduce -6.1% | 2,467 | $214K |
| Foguth Wealth Management, LLC. | 0.08% | New | 2,529 | $214K |
| HB Wealth Management, LLC | 0.00% | New | 2,457 | $213K |
| Jim Saulnier & Associates, LLC | 0.21% | — | 2,451 | $213K |
| Team Hewins, LLC | 0.08% | New | 2,438 | $212K |
| PSI Advisors, LLC | 0.06% | Reduce -9.1% | 2,426 | $211K |
| Avantax Advisory Services, Inc. | 0.00% | New | 2,412 | $209K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 2,402 | $209K |
| Accel Wealth Management | 0.08% | New | 2,395 | $208K |
| Destiny Capital Corp | 0.13% | New | 2,393 | $206K |
| Foster Group, Inc. | 0.01% | New | 2,371 | $206K |
| Koshinski Asset Management, Inc. | 0.02% | New | 2,360 | $205K |
| Kennebec Savings Bank | 0.20% | — | 2,357 | $205K |
| Tiemann Investment Advisors, LLC | 0.09% | New | 2,356 | $205K |
| Sax Wealth Advisors, LLC | 0.02% | New | 2,328 | $202K |
| Reston Wealth Management LLC | 0.07% | Reduce -18.1% | 2,233 | $194K |
| Sandy Spring Bank | 0.01% | Add +0.6% | 2,192 | $190K |
| Creative Financial Designs Inc. | 0.01% | Add +13.4% | 2,018 | $175K |
| Bogart Wealth, LLC | 0.01% | No change | 2,001 | $174K |
| Fifth Third Bancorp | 0.00% | Reduce -7.7% | 1,949 | $169K |
| Ashton Thomas Securities, LLC | 0.03% | Add +0.6% | 1,889 | $164K |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.8% | 1,855 | $161K |
| Harbour Investments, Inc. | 0.00% | Add +14.3% | 1,648 | $143K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,509 | $131K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,435 | $125K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.8% | 1,299 | $113K |
| Morse Asset Management, Inc | 0.02% | New | 1,195 | $104K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -49.4% | 1,192 | $103K |
| Iron Horse Wealth Management, LLC | 0.03% | Add +7.7% | 1,117 | $97K |
| UMB Bank, n.a. | 0.00% | Reduce -17.9% | 1,092 | $95K |
| PrairieView Partners, LLC | 0.01% | No change | 1,060 | $92K |
| Financial Freedom, LLC | 0.05% | No change | 1,039 | $90K |
| Qube Research & Technologies Ltd | 0.00% | Add +1894.2% | 1,037 | $90K |
| Grey Ledge Advisors, LLC | 0.02% | New | 1,029 | $89K |
| Bank of Montreal | 0.00% | No change | 1,031 | $89K |
| GoalVest Advisory LLC | 0.03% | No change | 1,016 | $88K |
| Urban Financial Advisory Corp | 0.05% | New | 1,015 | $88K |
| Eastern Bank | 0.00% | New | 1,000 | $87K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 985 | $86K |
| Trust Co. of Vermont | 0.00% | New | 976 | $85K |
| Hanson & Doremus Investment Management | 0.01% | Add +0.5% | 850 | $74K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -32.1% | 815 | $71K |
| Kathleen S. Wright Associates Inc. | 0.03% | No change | 743 | $64K |
| HBC Financial Services, PLLC | 0.04% | No change | 720 | $62K |
| Assetmark, Inc. | 0.00% | Add +87.5% | 690 | $60K |
| Belpointe Asset Management LLC | 0.00% | Reduce -2.4% | 617 | $54K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 610 | $53K |
| Sage Mountain Advisors LLC | 0.00% | No change | 588 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.8% | 579 | $50K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 540 | $47K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 510 | $44K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 509 | $44K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 492 | $43K |
| Financial Gravity Companies, Inc. | 0.01% | — | 489 | $42K |
| Sound Income Strategies, LLC | 0.00% | No change | 459 | $40K |
| Aspire Wealth Management Corp | 0.02% | No change | 432 | $38K |
| Global Trust Asset Management, LLC | 0.01% | No change | 429 | $37K |
| Mfa Wealth Advisors, LLC | 0.01% | No change | 414 | $36K |
| Teachers Insurance & Annuity Association of America | 0.05% | — | 410 | $36K |
| WR Wealth Planners, LLC | 0.01% | New | 392 | $34K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 388 | $34K |
| Tidemark, LLC | 0.01% | No change | 385 | $34K |
| Earned Wealth Advisors, LLC | 0.01% | New | 383 | $33K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.5% | 382 | $33K |
| Richardson Capital Management LLC | 0.02% | Reduce -4.6% | 374 | $32K |
| Founders Financial Alliance, LLC | 0.01% | No change | 367 | $32K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +15.7% | 361 | $31K |
| Northwest Investment Counselors, LLC | 0.01% | New | 352 | $31K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.3% | 348 | $30K |
| Cape Investment Advisory, Inc. | 0.01% | Add +22.9% | 338 | $29K |
| Glassman Wealth Services | 0.00% | Reduce -77.5% | 323 | $28K |
| Realta Investment Advisors | 0.01% | Reduce -79.9% | 320 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +95.4% | 295 | $26K |
| Tucker Asset Management LLC | 0.01% | No change | 295 | $26K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 270 | $23K |
| Continuum Advisory, LLC | 0.00% | Add +2.0% | 254 | $23K |
| Abound Wealth Management | 0.01% | Add +0.8% | 266 | $23K |
| Signaturefd, LLC | 0.00% | No change | 266 | $23K |
| Bristlecone Advisors, LLC | 0.00% | New | 249 | $22K |
| Capital Analysts, LLC | 0.00% | No change | 215 | $19K |
| MTM Investment Management, LLC | 0.01% | No change | 195 | $17K |
| Beacon Capital Management, LLC | 0.00% | Add +0.5% | 191 | $17K |
| TD Capital Management LLC | 0.00% | Add +0.6% | 182 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 178 | $15K |
| Future Financial Wealth Managment LLC | 0.01% | New | 170 | $15K |
| Caitlin John, LLC | 0.01% | No change | 142 | $13K |
| Ridgewood Investments LLC | 0.01% | No change | 130 | $11K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 125 | $11K |
| Crewe Advisors LLC | 0.00% | Reduce -26.8% | 120 | $10K |
| Davis Capital Management | 0.01% | No change | 120 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 118 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 115 | $10K |
| Kozak & Associates, Inc. | 0.00% | Add +0.9% | 113 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 105 | $9K |
| Russell Investments Group, Ltd. | 0.00% | No change | 90 | $8K |
| TruNorth Capital Management, LLC | 0.00% | No change | 83 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.2% | 82 | $7K |
| Global Wealth Strategies & Associates | 0.00% | Add +21.9% | 78 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 78 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 75 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 69 | $6K |
| Cornerstone Planning Group LLC | 0.00% | No change | 63 | $5K |
| Gen-Wealth Partners Inc | 0.00% | Add +8.8% | 62 | $5K |
| BNP Paribas Financial Markets | 0.00% | New | 60 | $5K |
| Phillips Financial Management, LLC | 0.00% | No change | 56 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 54 | $5K |
| Tower View Wealth Management LLC | 0.00% | No change | 48 | $4K |
| Oarsman Capital, Inc. | 0.00% | New | 36 | $3K |
| M&R Capital Management Inc. | 0.00% | No change | 35 | $3K |
| Front Row Advisors LLC | 0.00% | Add +75.0% | 35 | $3K |
| Lanark Financial, Inc. | 0.00% | No change | 38 | $3K |
| Archer Investment Corp | 0.00% | No change | 32 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 32 | $3K |
| GeoWealth Management, LLC | 0.00% | New | 31 | $3K |
| Headlands Technologies LLC | 0.00% | New | 27 | $2K |
| Howe & Rusling Inc. | 0.00% | Add +4.3% | 24 | $2K |
| Valued Wealth Advisors LLC | 0.00% | New | 22 | $2K |
| Founders Capital Management | 0.00% | No change | 21 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 20 | $2K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -42.9% | 20 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 20 | $2K |
| FWL Investment Management, LLC | 0.00% | New | 17 | $1K |
| Redmont Wealth Advisors LLC | 0.00% | No change | 13 | $1K |
| Armor Investment Advisors, LLC | 0.00% | No change | 10 | $868 |
| SWAN Capital LLC | 0.00% | New | 9 | $784 |
| Blue Trust, Inc. | 0.00% | New | 9 | $705 |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -88.2% | 6 | $519 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 5 | $434 |
| 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.