SS SPDR S&P 600 SC Val ETFSLYVETF
13F holders, Q1 2025 (March 31)550holders −33
36new positions
60sold out
3famous investors
$78.32avg. 13F price*
At the end of Q1 2025, 550 institutions reported holding SS SPDR S&P 600 SC Val ETF (SLYV) in their 13F filings, down 33 from Q4 2024. 36 opened new positions and 60 sold out. The largest holders were LPL Financial LLC ($404.0M), Bank of America Corp. ($181.2M) and Financial Engines Advisors L.L.C. ($102.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR S&P 600 SC Val ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78464A300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $20.0M |
| Exits | 60 | $78.6M |
All 13F filers, Q4 2024 → Q1 2025: 6,237,647 shares bought and 2,710,942 shares sold, net +3,526,705 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 550 holders
| LPL Financial LLC | 0.16% | Add +238.6% | 5,152,916 | $404.0M |
| Bank of America Corp. | 0.02% | Reduce -13.8% | 2,310,834 | $181.2M |
| Financial Engines Advisors L.L.C. | 0.22% | Add +0.3% | 1,308,080 | $102.6M |
| Cannon Financial Strategists, Inc. | 12.68% | Add +2.1% | 942,162 | $73.9M |
| Cerity Partners LLC | 0.15% | Add +1.8% | 934,927 | $73.3M |
| Goelzer Investment Management, Inc. | 3.88% | Add +1.9% | 854,454 | $67.0M |
| NorthRock Partners, LLC | 1.98% | Add +1.7% | 751,823 | $58.9M |
| HighTower Advisors, LLC | 0.08% | Add +448.2% | 729,986 | $57.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.9% | 692,321 | $54.2M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -0.1% | 550,712 | $43.2M |
| Creative Planning | 0.03% | Reduce -5.6% | 407,894 | $32.0M |
| Morgan Stanley | 0.00% | Add +18.1% | 375,323 | $29.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -19.3% | 347,867 | $27.3M |
| Wells Fargo & Company | 0.01% | Reduce -12.2% | 332,950 | $26.1M |
| Equitable Holdings, Inc. | 0.23% | Add +5.8% | 311,127 | $24.4M |
| Rodgers & Associates, LTD | 2.93% | Add +2.5% | 306,111 | $24.0M |
| Evensky & Katz LLC | 1.58% | Reduce -0.9% | 299,978 | $23.5M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -5.8% | 295,183 | $23.1M |
| Fragasso Financial Advisors Inc | 1.68% | Add +414.1% | 288,102 | $22.6M |
| Focus Partners Wealth | 0.06% | Add +0.1% | 280,583 | $22.0M |
| Brandywine Oak Private Wealth LLC | 2.07% | Add +7.4% | 269,163 | $21.1M |
| Klingman & Associates, LLC | 1.26% | Add +2.8% | 262,088 | $20.5M |
| American Financial Advisors, LLC | 2.94% | Reduce -1.8% | 258,388 | $20.3M |
| Roberts Financial Services LLC | 3.91% | Add +0.6% | 256,415 | $20.1M |
| KWB Wealth | 2.30% | Reduce -6.3% | 218,103 | $19.0M |
| Convergence Financial, LLC | 3.69% | Add +2.5% | 239,950 | $18.8M |
| Stifel Financial Corp. | 0.02% | Add +3477.8% | 222,036 | $17.4M |
| Pure Portfolios Holdings LLC | 6.26% | Add +0.5% | 217,254 | $17.0M |
| Osaic Holdings, Inc. | 0.04% | Reduce -27.5% | 216,932 | $17.0M |
| Canandaigua National Bank & Trust Co. | 1.69% | Add +4.3% | 214,951 | $16.9M |
| SPX Gestao de Recursos Ltda | 2.16% | Add +50.7% | 213,190 | $16.7M |
| Benjamin Edwards Inc. | 0.23% | Add +568.9% | 212,503 | $16.7M |
| Wrenne Financial Planning LLC | 7.99% | Add +8.5% | 191,798 | $15.0M |
| First National Trust Co | 0.60% | Reduce -3.6% | 189,051 | $14.8M |
| Redwood Investment Management, LLC | 1.59% | Add +18.0% | 186,676 | $14.6M |
| FAS Wealth Partners, Inc. | 1.19% | Add +3.5% | 186,311 | $14.6M |
| Avior Wealth Management, LLC | 0.54% | Reduce -11.3% | 182,976 | $14.3M |
| GHP Investment Advisors, Inc. | 0.66% | Add +0.6% | 174,495 | $13.7M |
| N.E.W. Advisory Services LLC | 0.97% | Add +55.9% | 162,095 | $12.7M |
| Tiaa Trust, National Association | 0.04% | Add +8.9% | 162,069 | $12.7M |
| Lutz Financial Services LLC | 1.04% | Add +0.1% | 161,915 | $12.7M |
| Marathon Mission, Inc. | 8.75% | Reduce -0.9% | 159,503 | $12.5M |
| Key Financial Inc | 2.71% | Reduce -2.4% | 158,733 | $12.4M |
| IHT Wealth Management, LLC | 0.39% | Add +7.2% | 157,351 | $12.3M |
| Two Sigma Investments, LP | 0.03% | Add +847.0% | 156,752 | $12.3M |
| Sage Financial Group Inc. | 0.99% | Add +0.4% | 156,344 | $12.3M |
| Avantax Planning Partners, Inc. | 0.43% | Add +12.1% | 153,312 | $12.0M |
| UBS Group AG | 0.00% | Reduce -1.4% | 149,785 | $11.7M |
| Financial Strategies Group, Inc. | 2.63% | Reduce -0.1% | 158,182 | $11.1M |
| Graney & King, LLC | 8.26% | Add +4.2% | 141,499 | $11.1M |
| Capasso Planning Partners LLC | 4.50% | Add +0.6% | 136,990 | $10.7M |
| Optimist Retirement Group LLC | 5.30% | Add +0.6% | 135,074 | $10.6M |
| Mariner, LLC | 0.02% | Add +5.0% | 131,103 | $10.3M |
| WCG Wealth Advisors LLC | 0.77% | Reduce -13.0% | 128,416 | $10.1M |
| Triangle Securities Wealth Management | 2.52% | Add +0.7% | 125,137 | $9.8M |
| BIP Wealth, LLC | 0.64% | Add +14.5% | 124,551 | $9.8M |
| Perritt Capital Management Inc | 5.08% | Add +2.1% | 117,468 | $9.2M |
| Asset Dedication, LLC | 0.72% | Reduce -13.3% | 112,588 | $8.8M |
| Balanced Wealth Group LLC | 4.24% | Add +1.0% | 112,003 | $8.8M |
| Baird Financial Group, Inc. | 0.02% | Add +1.5% | 111,029 | $8.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.7% | 110,695 | $8.7M |
| One Day In July LLC | 0.87% | Add +22.7% | 110,244 | $8.6M |
| Rockbridge Investment Management, LCC | 1.02% | Reduce -2.9% | 109,541 | $8.6M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -0.2% | 108,699 | $8.5M |
| CarsonAllaria Wealth Management, Ltd. | 4.87% | Add +3.1% | 107,223 | $8.4M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Reduce -7.1% | 105,923 | $8.3M |
| Modera Wealth Management, LLC | 0.11% | Reduce -2.9% | 99,482 | $7.8M |
| Diversified Enterprises, LLC | 0.62% | Add +6.6% | 94,236 | $7.4M |
| Mather Group, Llc. | 0.08% | Reduce -5.2% | 89,052 | $7.0M |
| Geneos Wealth Management Inc. | 0.23% | Reduce -1.1% | 87,797 | $6.9M |
| Confluence Investment Management LLC | 0.10% | New | 87,599 | $6.9M |
| Cetera Investment Advisers | 0.01% | Add +20.2% | 86,011 | $6.7M |
| LPWM LLC | 2.17% | Add +6.1% | 85,979 | $6.7M |
| Cambridge Financial Group, LLC | 2.74% | Reduce -0.4% | 82,472 | $6.5M |
| Clark Capital Management Group, Inc. | 0.04% | Add +8.3% | 79,563 | $6.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.8% | 77,218 | $6.1M |
| Trilogy Capital Inc. | 0.32% | Reduce -78.0% | 77,054 | $6.0M |
| MML Investors Services, LLC | 0.02% | Reduce -0.4% | 76,770 | $6.0M |
| Private Advisor Group, LLC | 0.04% | Reduce -17.6% | 75,528 | $5.9M |
| Financial Counselors Inc. | 0.09% | Reduce -2.9% | 73,943 | $5.8M |
| Aire Advisors, LLC | 1.22% | Reduce -1.9% | 73,935 | $5.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.8% | 73,916 | $5.8M |
| Townsquare Capital LLC | 0.06% | Add +6.9% | 72,727 | $5.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.5% | 71,623 | $5.6M |
| Nwam LLC | 0.47% | Reduce -53.3% | 69,767 | $5.5M |
| Northwest Wealth Management, LLC | 1.06% | Reduce -9.0% | 68,141 | $5.3M |
| WealthShield Partners, LLC | 0.68% | Add +0.3% | 67,034 | $5.3M |
| Signature Estate & Investment Advisors LLC | 0.14% | Add +1.9% | 66,145 | $5.2M |
| Corient Private Wealth LP | 0.01% | Reduce -10.4% | 65,334 | $5.1M |
| Jones Financial Companies LLLP | 0.00% | Add +40.2% | 62,560 | $4.9M |
| McAdam, LLC | 0.29% | Add +0.1% | 60,154 | $4.7M |
| Facet Wealth, Inc. | 0.12% | Add +124.8% | 62,380 | $4.7M |
| Cornerstone Advisors Asset Management, LLC | 0.95% | Reduce -4.8% | 59,293 | $4.6M |
| Palisades Hudson Asset Management, L.P. | 2.09% | Add +0.2% | 58,609 | $4.6M |
| Truist Financial Corp. | 0.01% | Reduce -30.3% | 57,903 | $4.5M |
| Ritholtz Wealth Management | 0.14% | Reduce -1.6% | 57,850 | $4.5M |
| Interactive Financial Advisors, Inc. | 2.38% | Add +4.3% | 57,392 | $4.5M |
| Pinnacle Financial Partners Inc | 0.09% | Add +0.2% | 51,320 | $4.4M |
| Royal Bank of Canada | 0.00% | Reduce -10.8% | 56,207 | $4.4M |
| Salomon & Ludwin, LLC | 0.47% | Reduce -0.8% | 56,012 | $4.4M |
| Captrust Financial Advisors | 0.01% | Reduce -3.7% | 55,731 | $4.4M |
| Cwm, LLC | 0.02% | Add +50.2% | 55,439 | $4.3M |
| Melone Private Wealth, LLC | 2.25% | Add +2.0% | 54,883 | $4.3M |
| New Hampshire Trust | 0.97% | Reduce -3.7% | 54,315 | $4.3M |
| Councilor Wealth, LLC | 2.07% | Reduce -5.7% | 52,931 | $4.1M |
| Kingsview Wealth Management, LLC | 0.08% | Add +2.9% | 52,338 | $4.1M |
| Probity Advisors, Inc. | 0.77% | Reduce -3.7% | 50,997 | $4.0M |
| Waverly Advisors, LLC | 0.05% | Reduce -2.7% | 50,972 | $4.0M |
| Arax Advisory Partners | 0.24% | Add +5.0% | 48,492 | $3.8M |
| Stevens Capital Partners | 1.76% | Add +35.6% | 47,672 | $3.7M |
| Waller Financial Planning Group, Inc. | 1.04% | Reduce -24.9% | 47,089 | $3.7M |
| Marotta Asset Management | 0.72% | Add +5.9% | 41,987 | $3.6M |
| Financial Advocates Investment Management | 0.25% | Add +321.3% | 45,919 | $3.6M |
| Krilogy Financial LLC | 0.23% | Reduce -3.8% | 44,975 | $3.5M |
| Blue Barn Wealth, LLC | 1.83% | Add +8.7% | 44,643 | $3.5M |
| TAGStone Capital, Inc. | 1.70% | Reduce -0.5% | 44,125 | $3.5M |
| Principal Securities, Inc. | 0.08% | No change | 38,980 | $3.4M |
| Dakota Wealth Management | 0.08% | Reduce -14.6% | 43,125 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +41.8% | 43,111 | $3.4M |
| Calton & Associates, Inc. | 0.77% | Add +1.4% | 43,101 | $3.4M |
| TBH Global Asset Management, LLC | 0.63% | Add +2737.3% | 81,941 | $3.3M |
| Larson Financial Group LLC | 0.16% | Reduce -2.3% | 41,658 | $3.3M |
| Perennial Investment Advisors, LLC | 0.35% | Reduce -25.8% | 39,518 | $3.1M |
| Total Wealth Planning, LLC | 0.46% | Reduce -2.4% | 38,203 | $3.0M |
| Chicago Partners Investment Group LLC | 0.10% | Add +12.6% | 40,235 | $3.0M |
| Savant Capital, LLC | 0.02% | Reduce -6.5% | 37,420 | $2.9M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -2.4% | 37,406 | $2.9M |
| Financial Guidance Group, Inc. | 1.57% | Reduce -2.7% | 37,102 | $2.9M |
| Tortoise Investment Management, LLC | 0.29% | Reduce -4.4% | 35,874 | $2.8M |
| Prestige Wealth Management Group LLC | 0.60% | Reduce -16.1% | 35,813 | $2.8M |
| Canandaigua National Trust Co of Florida | 2.45% | Reduce -1.6% | 35,504 | $2.8M |
| Wealth Advisors of Tampa Bay, LLC | 1.13% | Add +0.7% | 35,379 | $2.8M |
| Bailard, Inc. | 0.07% | Add +4.4% | 34,992 | $2.7M |
| Tradition Wealth Management, LLC | 0.24% | Reduce -0.7% | 34,135 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -2.3% | 33,929 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Add +6.6% | 33,763 | $2.6M |
| Symphony Financial, Ltd. Co. | 1.56% | New | 37,317 | $2.6M |
| Strategies Wealth Advisors, LLC | 0.32% | Add +4.6% | 33,557 | $2.6M |
| Hamilton Capital, LLC | 0.16% | Add +13.7% | 33,126 | $2.6M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -5.2% | 32,900 | $2.6M |
| Arete Wealth Advisors, LLC | 0.20% | Reduce -7.7% | 32,804 | $2.6M |
| Wooster Corthell Wealth Management, Inc. | 0.52% | New | 32,668 | $2.6M |
| Foundation Wealth Management, LLC\PA | 1.20% | Reduce -0.9% | 32,121 | $2.5M |
| Indie Asset Partners, LLC | 2.14% | Reduce -0.1% | 31,507 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +1.2% | 31,272 | $2.5M |
| Kelly Financial Group LLC | 0.75% | Reduce -12.3% | 30,500 | $2.4M |
| Renaissance Technologies | 0.00% | Add +200.0% | 30,300 | $2.4M |
| Collective Family Office LLC | 0.63% | Reduce -16.5% | 29,941 | $2.3M |
| Quadrature Capital Ltd | 0.05% | Add +127.3% | 29,923 | $2.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +301.2% | 29,429 | $2.3M |
| Moneco Advisors, LLC | 0.23% | Add +130.2% | 28,492 | $2.2M |
| Diversify Wealth Management, LLC | 0.16% | Reduce -3.5% | 29,011 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.8% | 26,989 | $2.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.25% | Add +1.2% | 26,709 | $2.1M |
| Partners in Financial Planning | 0.41% | Add +2.1% | 26,073 | $2.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.92% | Reduce -8.0% | 26,061 | $2.0M |
| Rialto Wealth Management, LLC | 0.63% | Reduce -0.1% | 25,755 | $2.0M |
| Brookstone Capital Management | 0.03% | Add +71.0% | 25,610 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.18% | Reduce -0.3% | 25,560 | $2.0M |
| Focus Financial Network, Inc. | 0.08% | Reduce -2.1% | 25,361 | $2.0M |
| MAI Capital Management | 0.01% | Reduce -3.7% | 25,258 | $2.0M |
| Meredith Wealth Planning | 0.86% | Add +2.2% | 24,988 | $2.0M |
| Pacific Sun Financial Corp | 1.10% | Reduce -0.6% | 24,756 | $1.9M |
| Brady Martz Wealth Solutions, LLC | 0.44% | Add +2.6% | 24,582 | $1.9M |
| CM Wealth Advisors LLC | 0.60% | No change | 24,130 | $1.9M |
| ERn Financial, LLC | 0.30% | Reduce -2.5% | 23,962 | $1.9M |
| Avant Financial Advisors LLC | 1.67% | Add +38.1% | 23,466 | $1.8M |
| Fifth Third Securities, Inc. | 0.15% | Add +5.1% | 23,188 | $1.8M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -21.8% | 23,136 | $1.8M |
| Mutual Advisors, LLC | 0.05% | Reduce -4.4% | 24,146 | $1.8M |
| Simon Quick Advisors, LLC | 0.10% | Reduce -2.3% | 21,767 | $1.7M |
| Signet Financial Management, LLC | 0.23% | Reduce -4.9% | 21,736 | $1.7M |
| Eldridge Investment Advisors, Inc. | 0.39% | Add +0.3% | 21,652 | $1.7M |
| Inspirion Wealth Advisors, LLC | 0.23% | Reduce -10.5% | 21,422 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.4% | 20,684 | $1.6M |
| Diligent Investors, LLC | 0.39% | Reduce -5.7% | 20,669 | $1.6M |
| Perigon Wealth Management, LLC | 0.04% | New | 20,624 | $1.6M |
| Sensible Money, LLC | 0.69% | Reduce -0.3% | 20,536 | $1.6M |
| Texas Yale Capital Corp. | 0.07% | Add +139.9% | 20,455 | $1.6M |
| Freedom Investment Management, Inc. | 0.13% | Reduce -14.7% | 20,233 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -0.5% | 20,167 | $1.6M |
| Merit Financial Group, LLC | 0.02% | Add +48.0% | 19,954 | $1.6M |
| Opus Capital Group, LLC | 0.20% | Add +0.1% | 19,826 | $1.6M |
| Ignite Planners, LLC | 0.30% | Reduce -0.1% | 20,969 | $1.6M |
| Burney Co./ | 0.06% | Add +61.4% | 19,743 | $1.5M |
| IFG Advisory, LLC | 0.09% | Add +400.5% | 19,644 | $1.5M |
| Florida Financial Advisors, LLC | 0.60% | Add +66.4% | 20,460 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +5.4% | 19,178 | $1.5M |
| Trueblood Wealth Management, LLC | 0.68% | Reduce -2.4% | 18,645 | $1.5M |
| Farther Finance Advisors, LLC | 0.04% | Add +8.1% | 18,458 | $1.4M |
| Altfest L J & Co. Inc. | 0.18% | Reduce -25.3% | 18,243 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -5.0% | 18,019 | $1.4M |
| Eclectic Associates Inc. | 0.38% | Add +3.6% | 17,931 | $1.4M |
| UNIVEST FINANCIAL Corp | 0.09% | Reduce -1.9% | 17,772 | $1.4M |
| Laraway Financial Advisors Inc | 1.11% | Reduce -0.9% | 17,747 | $1.4M |
| CoreCap Advisors, LLC | 0.06% | Reduce -2.5% | 17,709 | $1.4M |
| Veridan Wealth LLC | 0.62% | Add +13.4% | 17,609 | $1.4M |
| Grey Fox Wealth Advisors, LLC | 0.37% | Add +18.8% | 17,547 | $1.4M |
| Firestone Capital Management | 0.36% | Add +8.0% | 17,488 | $1.4M |
| Prudential PLC | 0.01% | Add +39.1% | 16,677 | $1.3M |
| LTG Capital LLC | 1.18% | Reduce -0.1% | 16,541 | $1.3M |
| Courage Miller Partners, LLC | 0.44% | Add +2.5% | 16,464 | $1.3M |
| Oakwell Private Wealth Management, LLC | 0.34% | Reduce -4.0% | 15,760 | $1.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.17% | Reduce -4.2% | 15,502 | $1.2M |
| Founders Grove Wealth Partners, LLC | 0.34% | Add +9.2% | 15,495 | $1.2M |
| Paragon Capital Management Ltd | 0.24% | Reduce -6.6% | 15,037 | $1.2M |
| Meridian Financial Advisors, LLC | 0.82% | Add +2.6% | 14,987 | $1.2M |
| Connecticut Wealth Management, LLC | 0.06% | New | 14,963 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Reduce -5.2% | 14,926 | $1.2M |
| Bill Few Associates, Inc. | 0.42% | Add +8.1% | 14,850 | $1.2M |
| Lodestar Private Asset Management LLC | 0.15% | Reduce -4.1% | 14,729 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +291.1% | 14,522 | $1.1M |
| Asset Planning Corporation | 0.65% | Reduce -2.7% | 14,075 | $1.1M |
| Parkside Financial Bank & Trust | 0.14% | Add +26.0% | 14,043 | $1.1M |
| Liberty Capital Management, Inc. | 0.24% | No change | 14,000 | $1.1M |
| Payne Capital Management, LLC | 0.46% | Reduce -0.8% | 13,795 | $1.1M |
| American Investment Services, Inc. | 0.19% | Reduce -1.0% | 13,575 | $1.1M |
| Private Wealth Management Group, LLC | 0.39% | Add +0.4% | 13,364 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Add +22.3% | 13,345 | $1.0M |
| Acorn Financial Advisory Services Inc. | 0.19% | Reduce -5.0% | 13,115 | $1.0M |
| Equita Financial Network, Inc. | 0.36% | Reduce -1.8% | 12,991 | $1.0M |
| Quent Capital, LLC | 0.11% | Reduce -2.1% | 12,948 | $1.0M |
| JNBA Financial Advisors | 0.10% | Reduce -31.2% | 12,765 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | New | 12,762 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -9.8% | 12,733 | $998K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.4% | 12,529 | $982K |
| Comerica Bank | 0.00% | Add +12.8% | 12,510 | $981K |
| Park Avenue Securities LLC | 0.01% | Add +16.6% | 12,364 | $969K |
| American Financial & Tax Strategies Inc. | 0.52% | Reduce -7.3% | 12,299 | $964K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -5.0% | 11,068 | $958K |
| Financial Advisors Network, Inc. | 0.16% | Reduce -2.0% | 12,198 | $956K |
| Invera Wealth Advisors, LLC | 0.61% | Add +1.2% | 12,075 | $947K |
| Denver Wealth Management, Inc. | 0.43% | Reduce -5.6% | 12,048 | $945K |
| GFS Advisors, LLC | 0.19% | No change | 12,030 | $943K |
| MidAtlantic Capital Management, Inc. | 0.74% | No change | 11,974 | $939K |
| Inman Jager Wealth Management, LLC | 0.70% | Add +1.6% | 11,950 | $937K |
| Compass Ion Advisors, LLC | 0.11% | Add +105.4% | 11,802 | $925K |
| AQR Capital Management | 0.00% | New | 11,715 | $918K |
| Hardin Capital Partners, LLC | 0.56% | New | 11,628 | $912K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.8% | 11,555 | $906K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.32% | Add +2.4% | 11,509 | $902K |
| Motive Wealth Advisors | 0.47% | Add +0.7% | 11,217 | $879K |
| FMR LLC | 0.00% | Add +46.8% | 11,150 | $874K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -18.1% | 11,042 | $866K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -18.1% | 11,042 | $866K |
| Highland Financial Advisors, LLC | 0.31% | Add +58.4% | 11,002 | $863K |
| Summit Financial, LLC | 0.02% | Reduce -13.1% | 10,887 | $854K |
| Occidental Asset Management, LLC | 0.13% | Reduce -27.1% | 10,865 | $852K |
| Western Wealth Management, LLC | 0.06% | Reduce -1.9% | 10,759 | $844K |
| M&T Bank Corp | 0.00% | Reduce -1.3% | 10,699 | $839K |
| Valley Wealth Managers, Inc. | 0.06% | Reduce -5.3% | 10,662 | $836K |
| Beckerman Institutional, LLC | 0.60% | No change | 10,619 | $833K |
| One Capital Management, LLC | 0.03% | Reduce -0.2% | 10,410 | $816K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -61.1% | 10,407 | $816K |
| IAG Wealth Partners, LLC | 0.12% | Add +1.5% | 10,253 | $804K |
| Deutsche Bank AG | 0.00% | Reduce -10.2% | 10,156 | $796K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -4.2% | 10,070 | $789K |
| Composition Wealth, LLC | 0.02% | Reduce -10.8% | 9,875 | $774K |
| McMill Wealth Management | 0.28% | Reduce -15.9% | 9,874 | $774K |
| Visionary Wealth Advisors | 0.05% | Add +160.2% | 9,865 | $773K |
| Keystone Financial Group | 0.08% | Reduce -5.4% | 9,624 | $755K |
| Centaurus Financial, Inc. | 0.05% | Add +3.9% | 9,548 | $749K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -36.2% | 9,544 | $748K |
| Advance Capital Management, Inc. | 0.04% | Add +12.1% | 9,338 | $732K |
| Advisory Services Network, LLC | 0.01% | Reduce -22.7% | 9,051 | $710K |
| Fiduciary Alliance LLC | 0.07% | Add +40.1% | 8,973 | $703K |
| Commonwealth Financial Services, LLC | 0.14% | No change | 8,803 | $690K |
| Everhart Financial Group, Inc. | 0.09% | Reduce -0.1% | 8,712 | $683K |
| Diversified Investment Strategies, LLC | 0.46% | Reduce -4.8% | 8,677 | $680K |
| Wrapmanager Inc. | 0.18% | Add +0.1% | 8,648 | $678K |
| AlphaStar Capital Management, LLC | 0.07% | Reduce -0.7% | 8,574 | $672K |
| CWA Asset Management Group, LLC | 0.03% | New | 8,560 | $671K |
| Pinnacle Holdings, LLC | 0.29% | Add +13.7% | 8,492 | $666K |
| GWN Securities Inc. | 0.04% | New | 8,456 | $664K |
| Cary Street Partners Financial LLC | 0.02% | Add +5.6% | 8,394 | $658K |
| Atlas Brown,Inc. | 0.23% | Add +0.0% | 8,313 | $652K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.8% | 8,260 | $648K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +3.6% | 8,247 | $647K |
| Good Life Advisors, LLC | 0.05% | Reduce -2.0% | 8,204 | $643K |
| Red Tortoise LLC | 0.34% | Reduce -10.9% | 8,198 | $643K |
| YANKCOM Partnership | 0.35% | No change | 8,158 | $640K |
| Private Trust Co. NA | 0.06% | Add +57.9% | 7,938 | $622K |
| Accredited Investors Inc. | 0.04% | Reduce -0.8% | 7,935 | $622K |
| Betterment LLC | 0.00% | Reduce -7.7% | 7,920 | $621K |
| 4WEALTH Advisors, Inc. | 0.68% | Add +12.6% | 7,874 | $617K |
| LexAurum Advisors, LLC | 0.12% | Reduce -11.5% | 7,728 | $606K |
| Taylor & Morgan Wealth Management, LLC | 0.45% | No change | 7,557 | $592K |
| Seed Wealth Management, Inc. | 0.48% | No change | 7,480 | $586K |
| CogentBlue Wealth Advisors, LLC | 0.50% | Reduce -16.3% | 7,305 | $573K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -6.0% | 7,178 | $563K |
| Cary Street Partners Investment Advisory LLC | 0.32% | Add +1.6% | 7,165 | $562K |
| Traction Financial Partners, LLC | 0.44% | Reduce -8.3% | 7,140 | $560K |
| G2 Capital Management, LLC / Oh | 0.17% | Reduce -15.8% | 7,129 | $559K |
| Vestia Personal Wealth Advisors | 0.44% | Reduce -1.3% | 7,054 | $553K |
| Blair William & Co. | 0.00% | Reduce -31.3% | 7,022 | $551K |
| Redwood Park Advisors LLC | 0.46% | Reduce -0.4% | 6,998 | $549K |
| MJP Associates Inc. | 0.10% | Reduce -1.4% | 6,933 | $544K |
| Fiducient Advisors LLC | 0.07% | Reduce -1.4% | 6,933 | $544K |
| Advisor OS, LLC | 0.06% | Reduce -1.4% | 6,933 | $544K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -73.0% | 6,925 | $543K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.0% | 6,918 | $542K |
| Montz Harcus Wealth Management LLC | 0.29% | Add +8.8% | 6,667 | $523K |
| Portside Wealth Group, LLC | 0.08% | Add +8.7% | 6,561 | $514K |
| Insight Advisors, LLC/ PA | 0.09% | Add +9.5% | 6,548 | $513K |
| Clarity Wealth Development LLC | 0.57% | Reduce -5.5% | 6,937 | $511K |
| US Bancorp \de | 0.00% | Reduce -5.1% | 6,379 | $500K |
| Austin Wealth Management, LLC | 0.10% | Reduce -0.7% | 6,778 | $498K |
| Glass Jacobson Investment Advisors llc | 0.16% | No change | 5,671 | $495K |
| Independent Financial Group, LLC | 0.02% | Reduce -0.7% | 6,285 | $493K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -4.6% | 6,275 | $492K |
| Financial Enhancement Group LLC | 0.08% | Add +1.5% | 6,877 | $490K |
| WealthPLAN Partners, LLC | 0.07% | Reduce -12.4% | 6,249 | $490K |
| Seaside Wealth Management, Inc. | 0.17% | Reduce -0.2% | 5,981 | $469K |
| Integrity Wealth Solutions LLC | 0.25% | Add +0.3% | 5,900 | $463K |
| Apeiron RIA LLC | 0.14% | Reduce -5.4% | 5,870 | $460K |
| Brown Advisory Inc. | 0.00% | Reduce -70.5% | 5,575 | $437K |
| Smart Portfolios, LLC | 0.47% | No change | 5,572 | $437K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 5,565 | $436K |
| Richwood Investment Advisors, LLC | 0.37% | Reduce -1.6% | 5,554 | $435K |
| Glenview Trust Co | 0.01% | Add +0.5% | 5,541 | $434K |
| Duncker Streett & Co. Inc. | 0.09% | Add +0.1% | 5,531 | $434K |
| Waldron Private Wealth LLC | 0.02% | No change | 5,524 | $433K |
| Addis & Hill, Inc | 0.30% | Add +0.0% | 5,451 | $427K |
| Marble Harbor Investment Counsel, LLC | 0.05% | No change | 5,450 | $427K |
| Silver Oak Securities, Incorporated | 0.04% | Add +55.7% | 5,458 | $426K |
| Howard Financial Services, LTD. | 0.06% | Add +0.1% | 5,415 | $425K |
| CGN Advisors LLC | 0.04% | Add +1.2% | 5,399 | $423K |
| Weinberger Asset Management, Inc | 0.18% | Reduce -1.9% | 5,377 | $422K |
| CW Advisors, LLC | 0.01% | Add +17.5% | 5,313 | $417K |
| Jentner Corp | 0.12% | Reduce -10.4% | 5,317 | $417K |
| HBK Sorce Advisory LLC | 0.01% | Add +10.3% | 5,289 | $415K |
| Compound Planning, Inc. | 0.02% | Add +7.8% | 5,085 | $399K |
| Navalign, LLC | 0.11% | Add +3.4% | 5,054 | $396K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -0.1% | 5,002 | $392K |
| Avantax Advisory Services, Inc. | 0.00% | Add +73.8% | 4,996 | $392K |
| OneAscent Family Office, LLC | 0.36% | Add +14.0% | 4,984 | $391K |
| Anson Capital, Inc. | 0.33% | Add +4.7% | 4,952 | $388K |
| Morton Brown Family Wealth, LLC | 0.13% | Reduce -54.7% | 4,951 | $388K |
| BlackRock, Inc. | 0.00% | Reduce -11.2% | 4,937 | $387K |
| Awm Capital, LLC | 0.04% | Add +0.5% | 4,836 | $379K |
| SilverOak Wealth Management LLC | 0.08% | No change | 4,829 | $379K |
| Crescent Sterling, Ltd. | 0.39% | No change | 4,809 | $377K |
| Ieq Capital, LLC | 0.00% | No change | 4,809 | $377K |
| New England Capital Financial Advisors LLC | 0.19% | Reduce -89.8% | 4,791 | $376K |
| One Degree Advisors Inc | 0.15% | Add +0.5% | 4,708 | $369K |
| Wealth Advisors Northwest LLC | 0.23% | Reduce -0.6% | 4,566 | $358K |
| Allworth Financial LP | 0.00% | Add +0.8% | 4,857 | $357K |
| Ackerman Capital Advisors, LLC | 0.09% | No change | 4,552 | $357K |
| Fairscale Capital, LLC | 0.31% | Add +6.8% | 4,423 | $347K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -7.2% | 4,368 | $342K |
| HUB Investment Partners, LLC | 0.01% | No change | 4,289 | $336K |
| Market Street Wealth Management Advisors LLC | 0.06% | Reduce -15.8% | 4,270 | $335K |
| Marquette Asset Management, LLC | 0.06% | Reduce -14.6% | 4,238 | $332K |
| CENTRAL TRUST Co | 0.01% | Reduce -1.4% | 4,200 | $329K |
| Concord Wealth Partners | 0.05% | Reduce -96.4% | 4,183 | $328K |
| Wealth Management Nebraska | 0.05% | Reduce -25.3% | 4,172 | $327K |
| NewEdge Advisors, LLC | 0.00% | Add +218.8% | 4,170 | $327K |
| Financial Network Wealth Advisors LLC | 0.43% | Add +17.5% | 4,167 | $327K |
| Intelligence Driven Advisers, LLC | 0.06% | No change | 4,167 | $327K |
| Snider Financial Group | 0.11% | Add +5.7% | 4,164 | $326K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -3.7% | 4,141 | $325K |
| Argent Trust Co | 0.01% | Add +4.7% | 4,139 | $324K |
| Cornerstone Advisory, LLC | 0.04% | No change | 4,373 | $324K |
| Integrated Advisors Network LLC | 0.02% | Reduce -4.0% | 4,098 | $321K |
| Creekside Partners | 0.17% | Add +0.0% | 4,092 | $321K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.1% | 4,001 | $313K |
| Wallace Advisory Group, LLC | 0.21% | Reduce -3.0% | 3,557 | $310K |
| Bangor Savings Bank | 0.03% | No change | 3,955 | $310K |
| Friday Financial | 0.18% | Reduce -2.3% | 3,867 | $308K |
| Independent Advisor Alliance | 0.01% | Reduce -84.2% | 3,912 | $307K |
| Leslie Global Wealth, LLC | 0.15% | Add +8.5% | 3,842 | $301K |
| Sovran Advisors, LLC | 0.04% | Reduce -11.0% | 4,246 | $300K |
| Meritage Portfolio Management | 0.02% | Reduce -3.8% | 3,802 | $298K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -82.2% | 3,797 | $298K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -2.9% | 3,787 | $297K |
| Sigma Planning Corp | 0.01% | Reduce -44.5% | 3,774 | $296K |
| Wambolt & Associates, LLC | 0.10% | Reduce -0.2% | 3,726 | $292K |
| Willner & Heller, LLC | 0.27% | Add +0.4% | 3,724 | $292K |
| Associated Banc-Corp | 0.01% | No change | 3,707 | $291K |
| XY Planning Network, Inc. | 0.19% | Reduce -6.2% | 3,699 | $290K |
| Tobias Financial Advisors, Inc. | 0.06% | Reduce -6.4% | 3,674 | $288K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -5.5% | 3,665 | $287K |
| Topsail Wealth Management, LLC | 0.06% | Add +2.1% | 3,623 | $283K |
| Oppenheimer & Co. Inc. | 0.00% | Add +22.2% | 3,591 | $282K |
| Coastwise Capital Group, LLC | 0.24% | Add +1.0% | 3,586 | $281K |
| Pinnacle Bancorp, Inc. | 0.09% | Add +5.2% | 3,460 | $271K |
| Fielder Capital Group LLC | 0.07% | No change | 3,304 | $259K |
| Assetmark, Inc. | 0.00% | Reduce -94.2% | 3,300 | $259K |
| Sheets Smith Wealth Management | 0.03% | Add +0.2% | 3,265 | $256K |
| Armbruster Capital Management, Inc. | 0.05% | Reduce -1.7% | 3,256 | $255K |
| Narus Financial Partners, LLC | 0.09% | No change | 3,250 | $255K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +3.4% | 3,222 | $253K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.3% | 3,203 | $251K |
| Burns Matteson Capital Management, LLC | 0.13% | Reduce -4.9% | 3,096 | $243K |
| Centerpoint Advisors, LLC | 0.09% | No change | 3,092 | $242K |
| AE Wealth Management LLC | 0.00% | Reduce -24.2% | 3,059 | $240K |
| BCGM Wealth Management, LLC | 0.07% | Add +0.4% | 3,037 | $238K |
| Pacifica Partners Inc. | 0.11% | Reduce -1.7% | 3,231 | $238K |
| Lido Advisors, LLC | 0.00% | Add +7.7% | 3,033 | $238K |
| Allred Capital Management, LLC | 0.09% | No change | 3,030 | $238K |
| Roberts Glore & Co. Inc. | 0.07% | No change | 3,003 | $235K |
| 626 Financial, LLC | 0.12% | No change | 2,965 | $232K |
| EWG Elevate Inc. | 0.09% | Reduce -93.6% | 2,956 | $232K |
| HB Wealth Management, LLC | 0.00% | Add +8.9% | 2,942 | $231K |
| Allodium Investment Consultants, LLC | 0.17% | No change | 2,908 | $228K |
| Avant Capital LLC | 0.18% | Add +0.3% | 2,828 | $222K |
| OneAscent Financial Services LLC | 0.01% | Add +3.3% | 2,805 | $220K |
| Wellspring Financial Advisors, LLC | 0.02% | Reduce -4.7% | 2,803 | $220K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 2,800 | $220K |
| Nestegg Advisors, Inc. | 0.23% | Add +0.4% | 2,799 | $219K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | New | 2,797 | $219K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.09% | No change | 2,790 | $219K |
| Capstone Wealth Management Group, LLC | 0.12% | Add +0.4% | 2,774 | $217K |
| Foguth Wealth Management, LLC. | 0.05% | Reduce -32.4% | 2,757 | $216K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.0% | 2,733 | $214K |
| Paradigm, Strategies in Wealth Management, LLC | 0.14% | Add +0.3% | 2,714 | $213K |
| Ballentine Capital Advisors, Inc | 0.11% | No change | 2,690 | $211K |
| Faithward Advisors, LLC | 0.04% | Reduce -0.8% | 2,685 | $210K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -2.7% | 2,681 | $210K |
| Center for Financial Planning, Inc. | 0.03% | No change | 2,677 | $210K |
| Ballast Advisors LLC | 0.07% | Reduce -1.5% | 2,671 | $209K |
| Courier Capital LLC | 0.01% | Add +5.8% | 2,661 | $209K |
| Werba Rubin Papier Wealth Management | 0.05% | No change | 2,658 | $208K |
| Measured Wealth Private Client Group, LLC | 0.07% | Reduce -3.7% | 2,657 | $208K |
| Team Hewins, LLC | 0.08% | No change | 2,644 | $207K |
| Garden State Investment Advisory Services LLC | 0.07% | Add +0.1% | 2,629 | $206K |
| Windward Private Wealth Management Inc. | 0.08% | No change | 2,605 | $204K |
| Evermay Wealth Management LLC | 0.03% | No change | 2,515 | $197K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -41.6% | 2,424 | $190K |
| Tiemann Investment Advisors, LLC | 0.08% | No change | 2,356 | $185K |
| Kennebec Savings Bank | 0.19% | Reduce -2.5% | 2,299 | $180K |
| Sandy Spring Bank | 0.01% | Add +0.5% | 2,219 | $174K |
| Winthrop Capital Management, LLC | 0.05% | Reduce -7.9% | 2,116 | $166K |
| Bogart Wealth, LLC | 0.01% | No change | 2,001 | $157K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 1,961 | $154K |
| Fifth Third Bancorp | 0.00% | No change | 1,925 | $151K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,791 | $120K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,509 | $118K |
| Abound Wealth Management | 0.04% | Add +444.4% | 1,459 | $114K |
| PSI Advisors, LLC | 0.04% | Reduce -31.9% | 1,439 | $113K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,435 | $113K |
| Urban Financial Advisory Corp | 0.06% | Add +32.3% | 1,353 | $106K |
| Tradewinds Capital Management, LLC | 0.03% | Reduce -0.2% | 1,250 | $98K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,237 | $97K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,192 | $93K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +7.3% | 1,176 | $92K |
| Harbour Investments, Inc. | 0.00% | Reduce -30.1% | 1,153 | $90K |
| Iron Horse Wealth Management, LLC | 0.03% | No change | 1,117 | $88K |
| UMB Bank, n.a. | 0.00% | No change | 1,092 | $86K |
| Financial Freedom, LLC | 0.05% | No change | 1,039 | $81K |
| Grey Ledge Advisors, LLC | 0.02% | New | 1,038 | $81K |
| Eastern Bank | 0.00% | No change | 1,000 | $78K |
| PrairieView Partners, LLC | 0.01% | Reduce -14.7% | 1,003 | $78K |
| Trust Co. of Vermont | 0.00% | No change | 900 | $71K |
| Bank of Montreal | 0.00% | Reduce -36.2% | 800 | $63K |
| Coldstream Capital Management Inc. | 0.00% | New | 748 | $59K |
| Crews Bank & Trust | 0.01% | No change | 730 | $57K |
| Bellwether Advisors, LLC | 0.01% | No change | 725 | $57K |
| Kathleen S. Wright Associates Inc. | 0.02% | Reduce -2.7% | 723 | $57K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -19.6% | 689 | $54K |
| Smartleaf Asset Management LLC | 0.01% | Add +431.4% | 659 | $51K |
| GoalVest Advisory LLC | 0.01% | Reduce -38.8% | 622 | $49K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 610 | $48K |
| Sage Mountain Advisors LLC | 0.00% | No change | 580 | $45K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.9% | 562 | $44K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 540 | $42K |
| IFP Advisors, Inc | 0.00% | Add +5.5% | 536 | $42K |
| JFS Wealth Advisors, LLC | 0.00% | New | 530 | $42K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -38.1% | 496 | $39K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -2.4% | 480 | $38K |
| Sound Income Strategies, LLC | 0.00% | No change | 462 | $36K |
| Teachers Insurance & Annuity Association of America | 0.04% | No change | 410 | $32K |
| Tidemark, LLC | 0.01% | Add +4.9% | 406 | $32K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 388 | $30K |
| Abound Financial, LLC | 0.02% | New | 382 | $30K |
| Founders Financial Alliance, LLC | 0.01% | No change | 367 | $29K |
| ORG Partners LLC | 0.01% | New | 353 | $28K |
| Copia Wealth Management | 0.02% | No change | 334 | $26K |
| Glassman Wealth Services | 0.00% | Add +0.6% | 327 | $26K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -18.2% | 315 | $25K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -13.8% | 312 | $24K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -20.8% | 278 | $22K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | — | 272 | $21K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 270 | $21K |
| Richardson Capital Management LLC | 0.01% | No change | 264 | $21K |
| Realta Investment Advisors | 0.01% | No change | 260 | $20K |
| Wayfinding Financial, LLC | 0.01% | New | 258 | $20K |
| Spire Wealth Management | 0.00% | Reduce -89.6% | 251 | $20K |
| Bristlecone Advisors, LLC | 0.00% | No change | 249 | $20K |
| Tucker Asset Management LLC | 0.01% | No change | 247 | $19K |
| Rossby Financial, LCC | 0.01% | New | 257 | $19K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 225 | $18K |
| Hughes Financial Services, LLC | 0.00% | New | 218 | $17K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 214 | $17K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -41.4% | 198 | $16K |
| Morse Asset Management, Inc | 0.00% | No change | 195 | $15K |
| MTM Investment Management, LLC | 0.01% | No change | 195 | $15K |
| Beacon Capital Management, LLC | 0.00% | Reduce -6.3% | 193 | $15K |
| Kiker Wealth Management, LLC | 0.01% | No change | 190 | $15K |
| TD Capital Management LLC | 0.00% | No change | 184 | $14K |
| Clark Wealth Partners | 0.01% | No change | 179 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 178 | $14K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 171 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -12.3% | 171 | $13K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 170 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -49.0% | 151 | $12K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 147 | $12K |
| Towne Trust Company, N.A | 0.00% | No change | 125 | $10K |
| Davis Capital Management | 0.01% | No change | 120 | $9K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 115 | $9K |
| Kozak & Associates, Inc. | 0.00% | Add +8.8% | 124 | $9K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | New | 109 | $9K |
| GeoWealth Management, LLC | 0.00% | Add +256.7% | 107 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Add +17.8% | 106 | $8K |
| Compass Financial Services Inc | 0.00% | New | 103 | $8K |
| Westside Investment Management, Inc. | 0.00% | Reduce -18.6% | 96 | $8K |
| TruNorth Capital Management, LLC | 0.00% | No change | 83 | $7K |
| Sunbelt Securities, Inc. | 0.00% | Add +5.1% | 82 | $6K |
| Crewe Advisors LLC | 0.00% | No change | 79 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -69.2% | 70 | $6K |
| Tower View Wealth Management LLC | 0.00% | Add +37.5% | 66 | $5K |
| Lanark Financial, Inc. | 0.00% | — | 76 | $5K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 62 | $5K |
| Phillips Financial Management, LLC | 0.00% | No change | 56 | $4K |
| Ancora Advisors LLC | 0.00% | No change | 54 | $4K |
| Signaturefd, LLC | 0.00% | Reduce -80.8% | 51 | $4K |
| Blue Trust, Inc. | 0.00% | New | 50 | $4K |
| Citigroup Inc. | 0.00% | Add +500.0% | 48 | $4K |
| Costello Asset Management, INC | 0.00% | New | 46 | $4K |
| Citizens National Bank Trust Department | 0.00% | New | 46 | $4K |
| Collier Financial | 0.00% | New | 44 | $3K |
| Synergy Investment Management, LLC | 0.00% | New | 41 | $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 |
| Ameritas Investment Partners, Inc. | 0.00% | New | 30 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 30 | $2K |
| Simplex Trading, LLC | 0.00% | New | 34 | $2K |
| BNP Paribas Financial Markets | 0.00% | Add +525.0% | 25 | $2K |
| Howe & Rusling Inc. | 0.00% | New | 24 | $2K |
| Founders Capital Management | 0.00% | No change | 21 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 20 | $2K |
| FWL Investment Management, LLC | 0.00% | No change | 17 | $1K |
| Continuum Advisory, LLC | 0.00% | Reduce -94.5% | 14 | $1K |
| Truvestments Capital LLC | 0.00% | New | 12 | $963 |
| Armor Investment Advisors, LLC | 0.00% | No change | 10 | $784 |
| Golden State Wealth Management, LLC | 0.00% | No change | 9 | $706 |
| Red Lighthouse Investment Management, LLC | 0.00% | New | 6 | $526 |
| Global Trust Asset Management, LLC | 0.00% | Reduce -99.8% | 1 | $51 |
| Global Wealth Strategies & Associates | 0.00% | Reduce -98.7% | 1 | $47 |
"% 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.