SS SPDR S&P 600 SC Val ETFSLYVETF
13F holders, Q4 2024 (December 31)583holders +33
33new positions
31sold out
2famous investors
$87.23avg. 13F price*
At the end of Q4 2024, 583 institutions reported holding SS SPDR S&P 600 SC Val ETF (SLYV) in their 13F filings, up 33 from Q3 2024. 33 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($233.9M), LPL Financial LLC ($132.8M) and Financial Engines Advisors L.L.C. ($113.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 (Q4 2024)
- CUSIP
- 78464A300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $28.6M |
| Exits | 31 | $6.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,393,156 shares bought and 1,912,674 shares sold, net −519,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 583 holders
| Bank of America Corp. | 0.02% | Add +0.3% | 2,680,709 | $233.9M |
| LPL Financial LLC | 0.05% | Add +1.6% | 1,521,746 | $132.8M |
| Financial Engines Advisors L.L.C. | 0.24% | Reduce -4.8% | 1,304,439 | $113.8M |
| Cannon Financial Strategists, Inc. | 13.81% | Add +0.4% | 922,950 | $80.5M |
| Cerity Partners LLC | 0.17% | Add +1.5% | 918,764 | $80.2M |
| Goelzer Investment Management, Inc. | 4.25% | Reduce -8.0% | 838,513 | $73.2M |
| NorthRock Partners, LLC | 2.10% | Add +1.4% | 739,385 | $64.5M |
| Ameriprise Financial Inc. | 0.02% | Add +7.2% | 720,190 | $62.8M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -1.1% | 551,216 | $48.1M |
| Creative Planning | 0.04% | Reduce -2.1% | 432,260 | $37.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -12.3% | 431,010 | $37.6M |
| Wells Fargo & Company | 0.01% | Add +3.7% | 379,025 | $33.1M |
| Trilogy Capital Inc. | 1.57% | Reduce -0.1% | 350,216 | $30.6M |
| Morgan Stanley | 0.00% | Add +9.7% | 317,819 | $27.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.1% | 313,540 | $27.4M |
| Evensky & Katz LLC | 1.73% | Reduce -2.6% | 302,811 | $26.4M |
| Osaic Holdings, Inc. | 0.06% | Add +11.7% | 299,277 | $26.1M |
| Rodgers & Associates, LTD | 3.11% | Reduce -0.8% | 298,662 | $26.1M |
| Equitable Holdings, Inc. | 0.24% | Reduce -4.6% | 294,010 | $25.7M |
| Dean, Jacobson Financial Services, LLC | 19.56% | Add +2.5% | 293,584 | $25.6M |
| Focus Partners Wealth | 0.06% | Reduce -0.2% | 280,221 | $24.4M |
| American Financial Advisors, LLC | 3.24% | Reduce -1.9% | 263,104 | $23.0M |
| Klingman & Associates, LLC | 1.41% | Reduce -0.8% | 254,949 | $22.2M |
| Roberts Financial Services LLC | 4.20% | Add +0.1% | 254,809 | $22.2M |
| Brandywine Oak Private Wealth LLC | 2.14% | Reduce -1.8% | 250,700 | $21.9M |
| Convergence Financial, LLC | 4.07% | Add +7.2% | 234,072 | $20.4M |
| KWB Wealth | 2.51% | Reduce -3.0% | 232,904 | $20.2M |
| Pure Portfolios Holdings LLC | 7.00% | Add +18.1% | 216,106 | $18.9M |
| Avior Wealth Management, LLC | 0.66% | Reduce -44.0% | 206,355 | $18.0M |
| Canandaigua National Bank & Trust Co. | 1.78% | Add +1.5% | 206,132 | $18.0M |
| First National Trust Co | 0.64% | Add +0.7% | 196,216 | $17.1M |
| FAS Wealth Partners, Inc. | 1.32% | Add +0.2% | 179,999 | $15.7M |
| Wrenne Financial Planning LLC | 8.77% | Add +7.2% | 176,756 | $15.4M |
| GHP Investment Advisors, Inc. | 0.71% | Add +2.3% | 173,392 | $15.1M |
| Key Financial Inc | 3.23% | Add +1.1% | 162,646 | $14.2M |
| Lutz Financial Services LLC | 1.14% | Reduce -3.2% | 161,693 | $14.1M |
| Marathon Mission, Inc. | 9.56% | Add +3.6% | 161,005 | $14.0M |
| Redwood Investment Management, LLC | 1.35% | Add +91.2% | 158,179 | $13.8M |
| Sage Financial Group Inc. | 1.09% | Reduce -1.0% | 155,721 | $13.6M |
| Financial Strategies Group, Inc. | 3.22% | Reduce -1.2% | 158,283 | $13.4M |
| UBS Group AG | 0.00% | Add +1.8% | 151,926 | $13.3M |
| Nwam LLC | 0.81% | Add +1.9% | 149,299 | $13.0M |
| Tiaa Trust, National Association | 0.04% | Add +23.2% | 148,761 | $13.0M |
| WCG Wealth Advisors LLC | 0.85% | Add +0.8% | 147,567 | $12.9M |
| IHT Wealth Management, LLC | 0.41% | Add +465.3% | 146,739 | $12.8M |
| SPX Gestao de Recursos Ltda | 1.86% | New | 141,500 | $12.3M |
| Avantax Planning Partners, Inc. | 0.43% | Reduce -2.0% | 136,802 | $11.9M |
| Capasso Planning Partners LLC | 4.75% | Reduce -8.6% | 136,209 | $11.9M |
| Graney & King, LLC | 8.87% | — | 135,768 | $11.7M |
| Optimist Retirement Group LLC | 5.54% | Add +4.5% | 134,278 | $11.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.0% | 133,167 | $11.6M |
| Asset Dedication, LLC | 0.89% | Reduce -8.9% | 129,863 | $11.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -56.3% | 126,685 | $11.1M |
| Mariner, LLC | 0.02% | Reduce -9.8% | 124,846 | $10.9M |
| Triangle Securities Wealth Management | 2.78% | Reduce -0.5% | 124,314 | $10.8M |
| Merriman Wealth Management, LLC | 0.42% | Reduce -1.1% | 115,543 | $10.1M |
| Perritt Capital Management Inc | 5.22% | Add +3.6% | 115,065 | $10.0M |
| Concord Wealth Partners | 1.64% | Reduce -7.6% | 114,974 | $10.0M |
| Focus Partners Advisor Solutions, LLC | 0.17% | Add +14.3% | 114,047 | $10.0M |
| Rockbridge Investment Management, LCC | 1.26% | Reduce -5.0% | 112,823 | $9.8M |
| Concord Asset Management, LLC | 2.16% | Reduce -8.2% | 112,667 | $9.8M |
| Balanced Wealth Group LLC | 4.37% | Add +2.3% | 110,931 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.7% | 109,895 | $9.6M |
| Baird Financial Group, Inc. | 0.02% | Add +3.2% | 109,389 | $9.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +188.8% | 108,965 | $9.5M |
| BIP Wealth, LLC | 0.64% | Add +6.8% | 108,796 | $9.5M |
| N.E.W. Advisory Services LLC | 0.86% | Reduce -2.8% | 104,003 | $9.1M |
| CarsonAllaria Wealth Management, Ltd. | 5.19% | Add +3.0% | 103,945 | $9.1M |
| Modera Wealth Management, LLC | 0.11% | Add +87.0% | 102,429 | $8.9M |
| Mather Group, Llc. | 0.11% | Reduce -2.5% | 93,964 | $8.2M |
| Private Advisor Group, LLC | 0.04% | Add +3.0% | 91,707 | $8.0M |
| One Day In July LLC | 0.82% | Add +20.2% | 89,824 | $7.8M |
| Geneos Wealth Management Inc. | 0.27% | Add +1.2% | 88,803 | $7.7M |
| Diversified Enterprises, LLC | 0.74% | Add +2.9% | 88,427 | $7.7M |
| Morningstar Investment Services LLC | 0.68% | Reduce -85.7% | 85,468 | $7.5M |
| Truist Financial Corp. | 0.01% | Reduce -44.3% | 83,070 | $7.2M |
| Cambridge Financial Group, LLC | 3.09% | Reduce -0.7% | 82,837 | $7.2M |
| LPWM LLC | 2.27% | Add +6.5% | 81,008 | $7.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.2% | 80,275 | $7.0M |
| MML Investors Services, LLC | 0.02% | Add +2.5% | 77,089 | $6.7M |
| Financial Counselors Inc. | 0.10% | Reduce -0.4% | 76,140 | $6.6M |
| Aire Advisors, LLC | 1.35% | Reduce -0.5% | 75,379 | $6.6M |
| Raymond James Financial Inc. | 0.00% | — | 75,288 | $6.6M |
| Northwest Wealth Management, LLC | 1.38% | Reduce -12.3% | 74,865 | $6.5M |
| Clark Capital Management Group, Inc. | 0.04% | Add +3.0% | 73,446 | $6.4M |
| Corient Private Wealth LP | 0.01% | Reduce -36.3% | 72,897 | $6.4M |
| Provident Wealth Management, LLC | 2.11% | Add +8.1% | 72,610 | $6.3M |
| Cetera Investment Advisers | 0.01% | Add +2.6% | 71,541 | $6.2M |
| Kades & Cheifetz LLC | 3.11% | Add +3.4% | 69,739 | $6.1M |
| Townsquare Capital LLC | 0.07% | Add +14.5% | 68,045 | $5.9M |
| WealthShield Partners, LLC | 0.83% | Add +9.9% | 66,864 | $5.8M |
| Signature Estate & Investment Advisors LLC | 0.14% | Add +21.0% | 64,903 | $5.7M |
| Marietta Wealth Management, LLC | 0.81% | Add +1.5% | 64,801 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +7.5% | 62,995 | $5.5M |
| Waller Financial Planning Group, Inc. | 1.38% | Add +3.0% | 62,746 | $5.5M |
| Cornerstone Advisors Asset Management, LLC | 1.17% | Reduce -5.5% | 62,295 | $5.4M |
| McAdam, LLC | 0.29% | Reduce -5.9% | 60,075 | $5.2M |
| Ritholtz Wealth Management | 0.15% | Reduce -0.3% | 58,775 | $5.1M |
| Palisades Hudson Asset Management, L.P. | 2.15% | Reduce -0.7% | 58,472 | $5.1M |
| Captrust Financial Advisors | 0.01% | Reduce -3.2% | 57,891 | $5.1M |
| Assetmark, Inc. | 0.01% | Add +8181.9% | 57,145 | $5.0M |
| Salomon & Ludwin, LLC | 0.52% | Reduce -3.4% | 56,463 | $4.9M |
| New Hampshire Trust | 1.04% | Reduce -1.2% | 56,386 | $4.9M |
| Councilor Wealth, LLC | 2.33% | Reduce -1.2% | 56,112 | $4.9M |
| Fragasso Financial Advisors Inc | 0.37% | Add +0.7% | 56,035 | $4.9M |
| Interactive Financial Advisors, Inc. | 2.52% | Add +1.6% | 55,008 | $4.8M |
| Melone Private Wealth, LLC | 2.43% | Reduce -17.9% | 53,821 | $4.7M |
| Perennial Investment Advisors, LLC | 0.55% | Reduce -48.0% | 53,287 | $4.6M |
| Probity Advisors, Inc. | 0.89% | Reduce -18.2% | 52,950 | $4.6M |
| Waverly Advisors, LLC | 0.07% | Reduce -5.4% | 52,392 | $4.6M |
| Pinnacle Financial Partners Inc | 0.09% | No change | 51,228 | $4.5M |
| Kingsview Wealth Management, LLC | 0.09% | Add +1.7% | 50,884 | $4.4M |
| Dakota Wealth Management | 0.10% | Reduce -13.7% | 50,499 | $4.4M |
| New England Capital Financial Advisors LLC | 2.00% | Add +3.2% | 47,026 | $4.1M |
| Clarus Wealth Advisors | 2.03% | Reduce -6.2% | 47,735 | $4.1M |
| Krilogy Financial LLC | 0.27% | Reduce -4.4% | 46,753 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -18.4% | 46,383 | $4.0M |
| EWG Elevate Inc. | 1.23% | Add +843.5% | 46,184 | $4.0M |
| Arax Advisory Partners | 0.25% | Add +1.8% | 46,177 | $4.0M |
| Jones Financial Companies LLLP | 0.00% | Add +36.9% | 44,611 | $3.9M |
| TAGStone Capital, Inc. | 1.90% | Add +0.6% | 44,351 | $3.9M |
| Prestige Wealth Management Group LLC | 0.77% | Reduce -0.3% | 42,683 | $3.7M |
| Larson Financial Group LLC | 0.19% | Reduce -2.2% | 42,616 | $3.7M |
| Calton & Associates, Inc. | 1.64% | Add +81.0% | 42,518 | $3.7M |
| Blue Barn Wealth, LLC | 1.89% | Add +5.7% | 41,087 | $3.6M |
| Savant Capital, LLC | 0.03% | Reduce -4.0% | 40,021 | $3.5M |
| Marotta Asset Management | 0.72% | Reduce -5.6% | 39,644 | $3.4M |
| Total Wealth Planning, LLC | 0.53% | Reduce -4.2% | 39,160 | $3.4M |
| Principal Securities, Inc. | 0.08% | Add +9.9% | 38,980 | $3.4M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -10.3% | 38,343 | $3.3M |
| Financial Guidance Group, Inc. | 1.82% | Reduce -10.6% | 38,147 | $3.3M |
| Tortoise Investment Management, LLC | 0.35% | Reduce -3.5% | 37,534 | $3.3M |
| Capricorn Fund Managers Ltd | 1.44% | No change | 37,272 | $3.2M |
| Cwm, LLC | 0.01% | Add +5.4% | 36,902 | $3.2M |
| Canandaigua National Trust Co of Florida | 2.46% | Add +0.3% | 36,066 | $3.1M |
| Collective Family Office LLC | 0.86% | Reduce -1.2% | 35,841 | $3.1M |
| Arete Wealth Advisors, LLC | 0.22% | Add +28.1% | 35,533 | $3.1M |
| Chicago Partners Investment Group LLC | 0.10% | Reduce -0.7% | 35,742 | $3.1M |
| Pinnacle Family Advisors, LLC | 1.49% | Add +72.3% | 35,231 | $3.1M |
| Stevens Capital Partners | 1.39% | Add +5.4% | 35,146 | $3.1M |
| Wealth Advisors of Tampa Bay, LLC | 1.31% | Add +0.5% | 35,126 | $3.1M |
| Kelly Financial Group LLC | 1.08% | — | 34,763 | $3.0M |
| Citadel Advisors | 0.00% | Add +84.3% | 34,731 | $3.0M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -7.2% | 34,704 | $3.0M |
| Tradition Wealth Management, LLC | 0.26% | Reduce -0.9% | 34,375 | $3.0M |
| Bailard, Inc. | 0.07% | Add +0.4% | 33,524 | $2.9M |
| Foundation Wealth Management, LLC\PA | 1.37% | — | 32,429 | $2.8M |
| Strategies Wealth Advisors, LLC | 0.35% | Reduce -5.3% | 32,073 | $2.8M |
| Benjamin Edwards Inc. | 0.04% | Add +15.3% | 31,768 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.8% | 31,669 | $2.8M |
| Indie Asset Partners, LLC | 2.16% | Reduce -1.3% | 31,527 | $2.8M |
| Gladstone Institutional Advisory LLC | 0.13% | Reduce -4.6% | 30,896 | $2.7M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +7.7% | 30,402 | $2.7M |
| EP Wealth Advisors, LLC | 0.02% | Add +313.7% | 29,577 | $2.6M |
| Diversify Wealth Management, LLC | 0.20% | Reduce -2.4% | 30,074 | $2.6M |
| Hamilton Capital, LLC | 0.19% | Add +11.9% | 29,132 | $2.5M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.16% | Reduce -12.1% | 28,335 | $2.5M |
| Facet Wealth, Inc. | 0.06% | Reduce -51.7% | 27,753 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.1% | 27,483 | $2.4M |
| Tower Research Capital LLC (TRC) | 0.05% | New | 26,765 | $2.3M |
| Financial Synergies Wealth Advisors, Inc. | 0.29% | Reduce -1.8% | 26,386 | $2.3M |
| MAI Capital Management | 0.02% | Add +0.2% | 26,231 | $2.3M |
| Focus Financial Network, Inc. | 0.09% | Reduce -8.7% | 25,895 | $2.3M |
| Rialto Wealth Management, LLC | 0.74% | — | 25,771 | $2.2M |
| CreativeOne Wealth, LLC | 0.07% | Add +25.7% | 25,696 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.17% | New | 25,648 | $2.2M |
| Mutual Advisors, LLC | 0.06% | Reduce -0.1% | 25,261 | $2.2M |
| Partners in Financial Planning | 0.45% | Add +2.6% | 25,544 | $2.2M |
| Pacific Sun Financial Corp | 1.18% | Reduce -2.2% | 24,906 | $2.2M |
| Independent Advisor Alliance | 0.03% | Add +809.0% | 24,735 | $2.2M |
| ERn Financial, LLC | 0.32% | Reduce -3.8% | 24,571 | $2.1M |
| Meredith Wealth Planning | 0.95% | Add +2.6% | 24,449 | $2.1M |
| Altfest L J & Co. Inc. | 0.27% | Add +3.2% | 24,405 | $2.1M |
| CM Wealth Advisors LLC | 0.69% | No change | 24,130 | $2.1M |
| Inspirion Wealth Advisors, LLC | 0.29% | Add +9.4% | 23,930 | $2.1M |
| Brady Martz Wealth Solutions, LLC | 0.50% | — | 23,951 | $2.1M |
| Freedom Investment Management, Inc. | 0.17% | Reduce -0.7% | 23,715 | $2.1M |
| Signet Financial Management, LLC | 0.25% | Reduce -0.2% | 22,848 | $2.0M |
| Simon Quick Advisors, LLC | 0.12% | Reduce -13.3% | 22,281 | $1.9M |
| Fifth Third Securities, Inc. | 0.16% | Reduce -4.1% | 22,058 | $1.9M |
| Diligent Investors, LLC | 0.44% | Add +1.6% | 21,917 | $1.9M |
| Eldridge Investment Advisors, Inc. | 0.44% | Add +1.0% | 21,582 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +2.6% | 21,384 | $1.9M |
| Ignite Planners, LLC | 0.40% | Add +14.4% | 20,987 | $1.8M |
| Sensible Money, LLC | 0.79% | Reduce -0.8% | 20,593 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -4.8% | 20,258 | $1.8M |
| Opus Capital Group, LLC | 0.22% | Add +0.1% | 19,817 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.1% | 18,971 | $1.7M |
| Trueblood Wealth Management, LLC | 0.82% | Add +3.4% | 19,096 | $1.7M |
| Brown Advisory Inc. | 0.00% | Add +24.1% | 18,930 | $1.7M |
| JNBA Financial Advisors | 0.17% | Reduce -4.7% | 18,547 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | No change | 18,188 | $1.6M |
| CoreCap Advisors, LLC | 0.07% | Add +0.9% | 18,166 | $1.6M |
| UNIVEST FINANCIAL Corp | 0.10% | Add +13.9% | 18,123 | $1.6M |
| Laraway Financial Advisors Inc | 1.20% | Add +0.0% | 17,906 | $1.6M |
| Eclectic Associates Inc. | 0.45% | Add +0.1% | 17,312 | $1.5M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -15.0% | 17,071 | $1.5M |
| Avant Financial Advisors LLC | 1.36% | — | 16,986 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -70.2% | 16,552 | $1.4M |
| LTG Capital LLC | 1.21% | Add +0.4% | 16,551 | $1.4M |
| Oakwell Private Wealth Management, LLC | 0.40% | Reduce -1.5% | 16,413 | $1.4M |
| Firestone Capital Management | 0.35% | Add +8.1% | 16,191 | $1.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.20% | Reduce -4.4% | 16,188 | $1.4M |
| Paragon Capital Management Ltd | 0.28% | Add +6.6% | 16,097 | $1.4M |
| Courage Miller Partners, LLC | 0.48% | Reduce -0.8% | 16,054 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Add +0.8% | 15,740 | $1.4M |
| Veridan Wealth LLC | 0.63% | — | 15,532 | $1.4M |
| Lodestar Private Asset Management LLC | 0.17% | Reduce -0.2% | 15,360 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +38.9% | 14,975 | $1.3M |
| OneDigital Investment Advisors LLC | 0.02% | Add +2.3% | 14,956 | $1.3M |
| Occidental Asset Management, LLC | 0.20% | Add +43.0% | 14,910 | $1.3M |
| Grey Fox Wealth Advisors, LLC | 0.35% | Reduce -2.0% | 14,766 | $1.3M |
| Meridian Financial Advisors, LLC | 0.88% | Add +4.3% | 14,602 | $1.3M |
| Asset Planning Corporation | 0.79% | Add +0.5% | 14,471 | $1.3M |
| Founders Grove Wealth Partners, LLC | 0.36% | — | 14,190 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.6% | 14,121 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 14,062 | $1.2M |
| Liberty Capital Management, Inc. | 0.27% | No change | 14,000 | $1.2M |
| Payne Capital Management, LLC | 0.52% | — | 13,899 | $1.2M |
| Acorn Financial Advisory Services Inc. | 0.20% | Add +0.4% | 13,809 | $1.2M |
| Bill Few Associates, Inc. | 0.42% | Add +13.7% | 13,741 | $1.2M |
| American Investment Services, Inc. | 0.21% | Reduce -2.3% | 13,713 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +22.6% | 13,484 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +22.6% | 13,484 | $1.2M |
| Merit Financial Group, LLC | 0.02% | Add +0.7% | 13,482 | $1.2M |
| Private Wealth Management Group, LLC | 0.44% | Reduce -5.8% | 13,306 | $1.2M |
| American Financial & Tax Strategies Inc. | 0.60% | Reduce -0.8% | 13,265 | $1.2M |
| Equita Financial Network, Inc. | 0.42% | Reduce -2.5% | 13,234 | $1.2M |
| Quent Capital, LLC | 0.12% | Add +2.1% | 13,227 | $1.2M |
| Quadrature Capital Ltd | 0.02% | New | 13,164 | $1.1M |
| Natixis Advisors, LLC | 0.00% | New | 12,768 | $1.1M |
| Denver Wealth Management, Inc. | 0.50% | Reduce -0.3% | 12,762 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.1% | 12,707 | $1.1M |
| Summit Financial, LLC | 0.04% | Add +0.6% | 12,530 | $1.1M |
| Financial Advisors Network, Inc. | 0.18% | — | 12,453 | $1.1M |
| Moneco Advisors, LLC | 0.11% | Add +61.4% | 12,375 | $1.1M |
| Florida Financial Advisors, LLC | 0.48% | Add +23.5% | 12,297 | $1.1M |
| Invera Wealth Advisors, LLC | 1.06% | Add +1.9% | 11,936 | $1.1M |
| Burney Co./ | 0.04% | Add +0.7% | 12,231 | $1.1M |
| GFS Advisors, LLC | 0.16% | Reduce -0.3% | 12,030 | $1.1M |
| Prudential PLC | 0.01% | Reduce -36.4% | 11,987 | $1.0M |
| MidAtlantic Capital Management, Inc. | 0.77% | No change | 11,974 | $1.0M |
| Old Mission Capital LLC | 0.02% | New | 11,900 | $1.0M |
| Inman Jager Wealth Management, LLC | 0.80% | — | 11,766 | $1.0M |
| McMill Wealth Management | 0.41% | — | 11,741 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -12.5% | 11,710 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Add +1.4% | 11,650 | $1.0M |
| Deutsche Bank AG | 0.00% | Reduce -5.3% | 11,315 | $987K |
| Valley Wealth Managers, Inc. | 0.07% | Reduce -5.1% | 11,263 | $983K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.36% | Add +50.0% | 11,245 | $981K |
| Motive Wealth Advisors | 0.52% | Add +13.2% | 11,144 | $972K |
| Parkside Financial Bank & Trust | 0.13% | Add +163.3% | 11,144 | $972K |
| Comerica Bank | 0.00% | Add +11.2% | 11,091 | $968K |
| Composition Wealth, LLC | 0.02% | Reduce -27.1% | 11,072 | $966K |
| Western Wealth Management, LLC | 0.05% | Reduce -13.8% | 10,962 | $956K |
| Morton Brown Family Wealth, LLC | 0.33% | Reduce -24.6% | 10,925 | $953K |
| JPMorgan Chase & Co. | 0.00% | Add +21.1% | 10,910 | $952K |
| Financial Advocates Investment Management | 0.05% | Add +3.5% | 10,900 | $951K |
| M&T Bank Corp | 0.00% | Reduce -8.2% | 10,837 | $946K |
| TrinityPoint Wealth, LLC | 0.13% | Add +16.2% | 10,792 | $942K |
| Beckerman Institutional, LLC | 0.74% | Add +0.5% | 10,619 | $927K |
| Park Avenue Securities LLC | 0.01% | Add +14.3% | 10,606 | $925K |
| SeaCrest Wealth Management, LLC | 0.10% | Reduce -4.8% | 10,507 | $917K |
| One Capital Management, LLC | 0.03% | Reduce -0.1% | 10,428 | $910K |
| Blair William & Co. | 0.00% | Reduce -13.2% | 10,222 | $892K |
| Global Retirement Partners, LLC | 0.03% | Add +11.9% | 10,142 | $885K |
| IAG Wealth Partners, LLC | 0.16% | Reduce -3.2% | 10,101 | $881K |
| Renaissance Technologies | 0.00% | New | 10,100 | $881K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.1% | 9,892 | $863K |
| Keystone Financial Group | 0.08% | Add +6.5% | 10,169 | $859K |
| Red Tortoise LLC | 0.42% | Add +1.3% | 9,204 | $803K |
| Centaurus Financial, Inc. | 0.05% | Reduce -13.2% | 9,189 | $802K |
| Diversified Investment Strategies, LLC | 0.52% | Reduce -1.7% | 9,117 | $795K |
| Commonwealth Financial Services, LLC | 0.15% | No change | 8,803 | $768K |
| LexAurum Advisors, LLC | 0.15% | Add +11.0% | 8,732 | $762K |
| CogentBlue Wealth Advisors, LLC | 0.67% | — | 8,726 | $761K |
| Everhart Financial Group, Inc. | 0.16% | Reduce -0.1% | 8,716 | $760K |
| Wrapmanager Inc. | 0.19% | Add +2.8% | 8,642 | $754K |
| AlphaStar Capital Management, LLC | 0.08% | Reduce -10.1% | 8,638 | $754K |
| Betterment LLC | 0.00% | Reduce -24.2% | 8,577 | $748K |
| Texas Yale Capital Corp. | 0.03% | No change | 8,525 | $744K |
| G2 Capital Management, LLC / Oh | 0.22% | No change | 8,468 | $739K |
| Good Life Advisors, LLC | 0.05% | Reduce -77.4% | 8,368 | $730K |
| Advance Capital Management, Inc. | 0.03% | Add +3.6% | 8,327 | $727K |
| Wealthspire Advisors, LLC | 0.01% | New | 8,322 | $726K |
| Atlas Brown,Inc. | 0.25% | Add +0.1% | 8,311 | $725K |
| YANKCOM Partnership | 0.38% | — | 8,158 | $712K |
| Accredited Investors Inc. | 0.04% | Reduce -5.6% | 8,001 | $698K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -3.9% | 7,960 | $695K |
| Cary Street Partners Financial LLC | 0.02% | — | 7,949 | $694K |
| Cassady Schiller Wealth Management, LLC | 0.25% | No change | 7,938 | $693K |
| Traction Financial Partners, LLC | 0.53% | Reduce -0.3% | 7,790 | $680K |
| Rothschild Wealth LLC | 0.20% | Reduce -2.5% | 7,692 | $671K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +41.2% | 7,635 | $666K |
| FMR LLC | 0.00% | Reduce -5.1% | 7,595 | $663K |
| Taylor & Morgan Wealth Management, LLC | 0.46% | Reduce -20.0% | 7,557 | $659K |
| Seed Wealth Management, Inc. | 0.53% | No change | 7,480 | $653K |
| Clarity Wealth Development LLC | 0.71% | — | 7,345 | $653K |
| Pinnacle Holdings, LLC | 0.28% | Reduce -1.1% | 7,471 | $652K |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.4% | 7,336 | $640K |
| Vestia Personal Wealth Advisors | 0.51% | Reduce -0.3% | 7,144 | $623K |
| WealthPLAN Partners, LLC | 0.09% | Add +1.4% | 7,134 | $622K |
| Cary Street Partners Investment Advisory LLC | 0.40% | Reduce -47.5% | 7,052 | $615K |
| MJP Associates Inc. | 0.11% | Add +1.5% | 7,035 | $614K |
| Fiducient Advisors LLC | 0.08% | Add +1.5% | 7,035 | $614K |
| Advisor OS, LLC | 0.07% | Reduce -4.5% | 7,035 | $614K |
| Redwood Park Advisors LLC | 0.52% | — | 7,027 | $613K |
| 4WEALTH Advisors, Inc. | 0.62% | — | 6,996 | $610K |
| Austin Wealth Management, LLC | 0.13% | Reduce -1.6% | 6,824 | $606K |
| Highland Financial Advisors, LLC | 0.21% | Reduce -1.9% | 6,944 | $606K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.0% | 6,915 | $603K |
| Sigma Planning Corp | 0.02% | Reduce -5.0% | 6,806 | $594K |
| US Bancorp \de | 0.00% | Add +0.2% | 6,719 | $586K |
| Financial Enhancement Group LLC | 0.09% | New | 6,776 | $579K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +1.3% | 6,578 | $574K |
| Fiduciary Alliance LLC | 0.06% | New | 6,405 | $559K |
| Independent Financial Group, LLC | 0.02% | Reduce -8.3% | 6,332 | $552K |
| MB Generational Wealth, LLC | 0.40% | Reduce -2.1% | 6,289 | $549K |
| Stifel Financial Corp. | 0.00% | Add +27.0% | 6,206 | $541K |
| Apeiron RIA LLC | 0.15% | Reduce -1.4% | 6,205 | $541K |
| Montz Harcus Wealth Management LLC | 0.30% | Add +8.8% | 6,127 | $535K |
| Portside Wealth Group, LLC | 0.09% | Add +11.3% | 6,038 | $527K |
| Bank of New York Mellon Corp | 0.00% | Add +15.4% | 6,027 | $526K |
| Seaside Wealth Management, Inc. | 0.19% | Reduce -1.2% | 5,995 | $523K |
| Insight Advisors, LLC/ PA | 0.09% | Reduce -4.3% | 5,980 | $520K |
| Jentner Corp | 0.15% | Reduce -27.9% | 5,936 | $518K |
| Integrity Wealth Solutions LLC | 0.29% | Add +0.6% | 5,880 | $513K |
| Hilltop Holdings Inc. | 0.03% | Add +0.9% | 5,859 | $511K |
| Atria Investments, Inc | 0.01% | Reduce -1.1% | 5,811 | $507K |
| HRT Financial LP | 0.00% | New | 5,816 | $507K |
| Compass Ion Advisors, LLC | 0.06% | New | 5,747 | $501K |
| Glass Jacobson Investment Advisors llc | 0.16% | Add +2.7% | 5,671 | $495K |
| Richwood Investment Advisors, LLC | 0.41% | No change | 5,644 | $492K |
| Wealth Management Nebraska | 0.08% | — | 5,588 | $488K |
| Smart Portfolios, LLC | 0.51% | Add +0.3% | 5,572 | $486K |
| BlackRock, Inc. | 0.00% | New | 5,561 | $485K |
| Duncker Streett & Co. Inc. | 0.09% | Add +0.1% | 5,528 | $482K |
| Waldron Private Wealth LLC | 0.02% | Add +0.8% | 5,524 | $482K |
| Glenview Trust Co | 0.01% | Add +0.3% | 5,515 | $481K |
| Weinberger Asset Management, Inc | 0.20% | Add +0.0% | 5,480 | $478K |
| Addis & Hill, Inc | 0.35% | No change | 5,450 | $476K |
| Marble Harbor Investment Counsel, LLC | 0.05% | No change | 5,450 | $476K |
| Howard Financial Services, LTD. | 0.06% | Add +0.2% | 5,409 | $472K |
| CGN Advisors LLC | 0.05% | Reduce -0.8% | 5,337 | $466K |
| Market Street Wealth Management Advisors LLC | 0.07% | Reduce -1.4% | 5,068 | $442K |
| Private Trust Co. NA | 0.05% | Add +1.9% | 5,028 | $439K |
| Meridian Wealth Management, LLC | 0.02% | Add +10.6% | 5,005 | $437K |
| Marquette Asset Management, LLC | 0.07% | Reduce -0.8% | 4,963 | $433K |
| Allworth Financial LP | 0.00% | Add +21.4% | 4,819 | $430K |
| Navalign, LLC | 0.13% | Reduce -4.9% | 4,886 | $426K |
| Carlson Capital Management | 0.02% | No change | 4,871 | $425K |
| SilverOak Wealth Management LLC | 0.09% | No change | 4,829 | $421K |
| Awm Capital, LLC | 0.05% | Add +0.8% | 4,814 | $420K |
| Crescent Sterling, Ltd. | 0.43% | Reduce -1.0% | 4,809 | $420K |
| Ieq Capital, LLC | 0.00% | New | 4,809 | $420K |
| HBK Sorce Advisory LLC | 0.01% | No change | 4,796 | $418K |
| Sovran Advisors, LLC | 0.06% | — | 4,772 | $414K |
| Anson Capital, Inc. | 0.36% | Reduce -39.0% | 4,732 | $413K |
| Compound Planning, Inc. | 0.02% | New | 4,716 | $411K |
| One Degree Advisors Inc | 0.17% | Add +0.8% | 4,687 | $411K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -23.8% | 4,706 | $411K |
| Wealth Advisors Northwest LLC | 0.27% | — | 4,592 | $401K |
| Ackerman Capital Advisors, LLC | 0.10% | No change | 4,552 | $397K |
| CW Advisors, LLC | 0.01% | Add +0.2% | 4,520 | $394K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -14.7% | 4,422 | $386K |
| Cornerstone Advisory, LLC | 0.04% | Add +12.1% | 4,373 | $383K |
| OneAscent Family Office, LLC | 0.69% | — | 4,373 | $382K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 4,301 | $375K |
| HUB Investment Partners, LLC | 0.02% | Add +0.8% | 4,289 | $374K |
| Integrated Advisors Network LLC | 0.02% | Reduce -1.2% | 4,268 | $372K |
| CENTRAL TRUST Co | 0.01% | Add +10.9% | 4,259 | $372K |
| Foguth Wealth Management, LLC. | 0.10% | Add +61.4% | 4,081 | $366K |
| Intelligence Driven Advisers, LLC | 0.07% | Add +2.2% | 4,167 | $364K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 4,154 | $362K |
| Fairscale Capital, LLC | 0.31% | No change | 4,141 | $361K |
| Marietta Investment Partners LLC | 0.08% | Add +2.9% | 4,104 | $358K |
| Creekside Partners | 0.18% | Reduce -8.9% | 4,091 | $357K |
| AE Wealth Management LLC | 0.00% | Reduce -2.0% | 4,035 | $352K |
| Swmg, LLC | 0.14% | Reduce -0.9% | 3,888 | $347K |
| Friday Financial | 0.24% | — | 3,957 | $345K |
| Bangor Savings Bank | 0.03% | No change | 3,955 | $345K |
| Argent Trust Co | 0.01% | No change | 3,954 | $345K |
| Meritage Portfolio Management | 0.02% | Reduce -72.2% | 3,952 | $345K |
| XY Planning Network, Inc. | 0.26% | — | 3,945 | $344K |
| Snider Financial Group | 0.11% | New | 3,940 | $344K |
| IFG Advisory, LLC | 0.02% | New | 3,925 | $342K |
| Tobias Financial Advisors, Inc. | 0.07% | Add +2.3% | 3,924 | $342K |
| Valeo Financial Advisors, LLC | 0.01% | Add +20.8% | 3,919 | $342K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -17.4% | 3,901 | $340K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +8.2% | 3,880 | $339K |
| Visionary Wealth Advisors | 0.02% | Reduce -13.0% | 3,791 | $331K |
| Wambolt & Associates, LLC | 0.10% | Reduce -4.8% | 3,735 | $326K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.1% | 3,713 | $324K |
| Willner & Heller, LLC | 0.28% | Add +3.8% | 3,708 | $324K |
| Associated Banc-Corp | 0.01% | Reduce -3.8% | 3,707 | $323K |
| Wallace Advisory Group, LLC | 0.22% | Reduce -3.9% | 3,666 | $318K |
| Coastwise Capital Group, LLC | 0.25% | Add +0.9% | 3,551 | $310K |
| Topsail Wealth Management, LLC | 0.07% | — | 3,548 | $310K |
| Financial Network Wealth Advisors LLC | 0.58% | Reduce -43.4% | 3,546 | $309K |
| Leslie Global Wealth, LLC | 0.14% | Reduce -25.7% | 3,542 | $309K |
| Silver Oak Securities, Incorporated | 0.03% | Add +1.6% | 3,505 | $305K |
| Certior Financial Group, LLC | 0.27% | — | 3,456 | $302K |
| Armbruster Capital Management, Inc. | 0.06% | Reduce -6.5% | 3,313 | $289K |
| Fielder Capital Group LLC | 0.09% | Reduce -6.1% | 3,304 | $288K |
| Pinnacle Bancorp, Inc. | 0.09% | Reduce -35.9% | 3,288 | $287K |
| Pacifica Partners Inc. | 0.12% | No change | 3,286 | $285K |
| Sheets Smith Wealth Management | 0.03% | Add +3.3% | 3,259 | $284K |
| Burns Matteson Capital Management, LLC | 0.16% | Reduce -1.9% | 3,254 | $284K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +1.8% | 3,252 | $284K |
| Narus Financial Partners, LLC | 0.10% | No change | 3,250 | $284K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +2.3% | 3,213 | $280K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -20.9% | 3,115 | $272K |
| Centerpoint Advisors, LLC | 0.09% | No change | 3,092 | $270K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,090 | $270K |
| First International Bank & Trust | 0.09% | No change | 3,049 | $266K |
| Allred Capital Management, LLC | 0.10% | No change | 3,030 | $264K |
| BCGM Wealth Management, LLC | 0.08% | Reduce -7.3% | 3,024 | $264K |
| Roberts Glore & Co. Inc. | 0.08% | Add +0.2% | 3,003 | $262K |
| 626 Financial, LLC | 0.14% | No change | 2,965 | $259K |
| Northern Trust Corp. | 0.00% | New | 2,950 | $257K |
| Wellspring Financial Advisors, LLC | 0.03% | Add +0.0% | 2,940 | $257K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -0.3% | 2,939 | $256K |
| Landmark Wealth Management, LLC | 0.11% | Reduce -14.2% | 2,917 | $254K |
| Allodium Investment Consultants, LLC | 0.21% | — | 2,908 | $254K |
| TBH Global Asset Management, LLC | 0.06% | Reduce -4.0% | 2,888 | $252K |
| Avantax Advisory Services, Inc. | 0.00% | Add +19.2% | 2,875 | $251K |
| Nestegg Advisors, Inc. | 0.25% | — | 2,787 | $251K |
| Csenge Advisory Group | 0.01% | Add +1.1% | 2,863 | $250K |
| PCA Investment Advisory Services Inc. | 0.12% | No change | 2,858 | $249K |
| Signal Advisors Wealth, LLC | 0.03% | Add +4.2% | 2,824 | $246K |
| Avant Capital LLC | 0.20% | — | 2,821 | $246K |
| Lido Advisors, LLC | 0.00% | No change | 2,816 | $246K |
| Azimuth Capital Investment Management LLC | 0.01% | Reduce -10.4% | 2,800 | $244K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.09% | No change | 2,790 | $243K |
| Capstone Wealth Management Group, LLC | 0.13% | Reduce -1.0% | 2,762 | $241K |
| Measured Wealth Private Client Group, LLC | 0.08% | Reduce -0.4% | 2,759 | $241K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -14.7% | 2,755 | $240K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 2,732 | $238K |
| OneAscent Financial Services LLC | 0.02% | New | 2,715 | $237K |
| Ballast Advisors LLC | 0.07% | Reduce -0.3% | 2,711 | $237K |
| Faithward Advisors, LLC | 0.04% | No change | 2,708 | $236K |
| Paradigm, Strategies in Wealth Management, LLC | 0.16% | Reduce -3.5% | 2,705 | $236K |
| HB Wealth Management, LLC | 0.00% | Add +9.9% | 2,701 | $236K |
| Ballentine Capital Advisors, Inc | 0.12% | Reduce -1.9% | 2,690 | $235K |
| Center for Financial Planning, Inc. | 0.03% | No change | 2,677 | $234K |
| Werba Rubin Papier Wealth Management | 0.05% | No change | 2,658 | $232K |
| Team Hewins, LLC | 0.09% | Add +8.4% | 2,644 | $231K |
| Garden State Investment Advisory Services LLC | 0.07% | Reduce -12.4% | 2,626 | $229K |
| Windward Private Wealth Management Inc. | 0.09% | No change | 2,605 | $227K |
| Choate Investment Advisors | 0.01% | New | 2,560 | $223K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -5.1% | 2,534 | $221K |
| Cathy Pareto & Associates, Inc. | 0.20% | — | 2,521 | $220K |
| Evermay Wealth Management LLC | 0.03% | No change | 2,515 | $219K |
| Courier Capital LLC | 0.02% | No change | 2,515 | $219K |
| TFB Advisors LLC | 0.06% | Add +0.6% | 2,507 | $219K |
| Jim Saulnier & Associates, LLC | 0.19% | Add +0.7% | 2,469 | $215K |
| Mission Creek Capital Partners, Inc. | 0.05% | Reduce -1.0% | 2,442 | $213K |
| Ground Swell Capital, LLC | 0.46% | New | 2,432 | $212K |
| Spire Wealth Management | 0.01% | Reduce -2.2% | 2,417 | $211K |
| Accel Wealth Management | 0.08% | No change | 2,395 | $209K |
| Destiny Capital Corp | 0.13% | Reduce -0.7% | 2,377 | $207K |
| Foster Group, Inc. | 0.01% | No change | 2,371 | $207K |
| Tiemann Investment Advisors, LLC | 0.09% | No change | 2,356 | $206K |
| Berger Financial Group, Inc | 0.01% | Reduce -26.3% | 2,350 | $205K |
| Aviso Wealth Management | 0.10% | Reduce -7.6% | 2,328 | $203K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 2,328 | $203K |
| Kennebec Savings Bank | 0.20% | No change | 2,357 | $202K |
| Avestar Capital, LLC | 0.02% | New | 2,296 | $200K |
| Winthrop Capital Management, LLC | 0.05% | Reduce -68.3% | 2,298 | $200K |
| Sandy Spring Bank | 0.01% | Add +0.8% | 2,209 | $193K |
| PSI Advisors, LLC | 0.05% | Reduce -12.9% | 2,112 | $184K |
| Bogart Wealth, LLC | 0.01% | No change | 2,001 | $175K |
| Creative Financial Designs Inc. | 0.01% | Reduce -2.9% | 1,960 | $171K |
| Fifth Third Bancorp | 0.00% | Reduce -1.2% | 1,925 | $168K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.5% | 1,791 | $155K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 1,650 | $144K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,509 | $132K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,435 | $125K |
| NewEdge Advisors, LLC | 0.00% | Add +0.7% | 1,308 | $114K |
| Bank of Montreal | 0.00% | Add +21.6% | 1,254 | $109K |
| Tradewinds Capital Management, LLC | 0.03% | Reduce -99.3% | 1,252 | $109K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +6085.0% | 1,237 | $108K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,192 | $104K |
| PrairieView Partners, LLC | 0.01% | Add +10.9% | 1,176 | $102K |
| Iron Horse Wealth Management, LLC | 0.03% | No change | 1,117 | $97K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 1,096 | $96K |
| UMB Bank, n.a. | 0.00% | No change | 1,092 | $95K |
| Financial Freedom, LLC | 0.05% | No change | 1,039 | $91K |
| Urban Financial Advisory Corp | 0.05% | Add +0.8% | 1,023 | $89K |
| GoalVest Advisory LLC | 0.02% | No change | 1,016 | $89K |
| Eastern Bank | 0.00% | No change | 1,000 | $87K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -8.9% | 897 | $80K |
| Trust Co. of Vermont | 0.00% | Reduce -7.8% | 900 | $79K |
| Park Place Capital Corp | 0.02% | New | 871 | $76K |
| Hanson & Doremus Investment Management | 0.01% | Add +0.8% | 857 | $75K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.7% | 801 | $70K |
| Kathleen S. Wright Associates Inc. | 0.03% | No change | 743 | $65K |
| Crews Bank & Trust | 0.01% | — | 730 | $64K |
| Bellwether Advisors, LLC | 0.01% | New | 725 | $63K |
| HBC Financial Services, PLLC | 0.04% | No change | 720 | $62K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 610 | $53K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -1.4% | 580 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 579 | $51K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 540 | $47K |
| IFP Advisors, Inc | 0.00% | Reduce -0.2% | 508 | $44K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 492 | $43K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 489 | $43K |
| Sound Income Strategies, LLC | 0.00% | Add +0.7% | 462 | $40K |
| Global Trust Asset Management, LLC | 0.01% | No change | 429 | $37K |
| Teachers Insurance & Annuity Association of America | 0.05% | No change | 410 | $36K |
| WR Wealth Planners, LLC | 0.01% | Add +0.8% | 395 | $34K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 388 | $34K |
| Tidemark, LLC | 0.01% | Add +0.5% | 387 | $34K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.8% | 385 | $34K |
| Founders Financial Alliance, LLC | 0.01% | No change | 367 | $32K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.3% | 362 | $32K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.9% | 351 | $31K |
| Lee Danner & Bass Inc. | 0.00% | New | 341 | $30K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 338 | $29K |
| Copia Wealth Management | 0.03% | — | 334 | $29K |
| Glassman Wealth Services | 0.00% | Add +0.6% | 325 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +0.3% | 296 | $26K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 270 | $24K |
| Abound Wealth Management | 0.01% | Add +0.8% | 268 | $23K |
| Signaturefd, LLC | 0.00% | No change | 266 | $23K |
| Richardson Capital Management LLC | 0.01% | Reduce -29.4% | 264 | $23K |
| Realta Investment Advisors | 0.01% | Reduce -18.8% | 260 | $23K |
| Continuum Advisory, LLC | 0.00% | No change | 254 | $22K |
| Bristlecone Advisors, LLC | 0.00% | No change | 249 | $22K |
| Tucker Asset Management LLC | 0.00% | Reduce -16.3% | 247 | $22K |
| Frazier Financial Advisors, LLC | 0.02% | Add +229.0% | 227 | $20K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 225 | $19K |
| Beacon Capital Management, LLC | 0.00% | Add +7.8% | 206 | $18K |
| MTM Investment Management, LLC | 0.01% | No change | 195 | $17K |
| Morse Asset Management, Inc | 0.00% | Reduce -83.7% | 195 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +160.0% | 195 | $17K |
| Kiker Wealth Management, LLC | 0.01% | — | 190 | $17K |
| TD Capital Management LLC | 0.00% | Add +1.1% | 184 | $16K |
| Clark Wealth Partners | 0.01% | — | 179 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 178 | $16K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 171 | $15K |
| MCF Advisors LLC | 0.00% | New | 170 | $15K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 170 | $15K |
| Decker Retirement Planning Inc. | 0.01% | — | 150 | $13K |
| Caitlin John, LLC | 0.01% | No change | 142 | $12K |
| Towne Trust Company, N.A | 0.00% | New | 125 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Add +18.1% | 124 | $11K |
| 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% | 114 | $10K |
| Russell Investments Group, Ltd. | 0.00% | No change | 90 | $8K |
| FLP Wealth Management, LLC | 0.02% | — | 89 | $8K |
| TruNorth Capital Management, LLC | 0.00% | No change | 83 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 82 | $7K |
| Crewe Advisors LLC | 0.00% | Reduce -34.2% | 79 | $7K |
| Global Wealth Strategies & Associates | 0.00% | Add +1.3% | 79 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 78 | $7K |
| Operose Advisors LLC | 0.00% | New | 76 | $7K |
| Gen-Wealth Partners Inc | 0.00% | Add +4.8% | 65 | $6K |
| Retirement Wealth Solutions LLC | 0.00% | — | 62 | $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% | No change | 36 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 35 | $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% | Reduce -3.2% | 30 | $3K |
| Wingate Wealth Advisors, Inc. | 0.00% | — | 28 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 22 | $2K |
| Founders Capital Management | 0.00% | No change | 21 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 20 | $2K |
| Parallel Advisors, LLC | 0.00% | New | 19 | $2K |
| FWL Investment Management, LLC | 0.00% | No change | 17 | $1K |
| SWAN Capital LLC | 0.00% | Add +77.8% | 16 | $1K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 14 | $1K |
| Armor Investment Advisors, LLC | 0.00% | No change | 10 | $873 |
| Golden State Wealth Management, LLC | 0.00% | — | 9 | $785 |
| Citigroup Inc. | 0.00% | New | 8 | $698 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 6 | $522 |
| BNP Paribas Financial Markets | 0.00% | Reduce -93.3% | 4 | $349 |
| Transce3nd, LLC | 0.00% | — | 1 | $87 |
"% 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.