SS SPDR S&P 600 SC Val ETFSLYVETF
13F holders, Q2 2025 (June 30)550holders
41new positions
43sold out
3famous investors
$79.86avg. 13F price*
At the end of Q2 2025, 550 institutions reported holding SS SPDR S&P 600 SC Val ETF (SLYV) in their 13F filings, unchanged from Q1 2025. 41 opened new positions and 43 sold out. The largest holders were LPL Financial LLC ($423.7M), Bank of America Corp. ($173.5M) and Financial Engines Advisors L.L.C. ($109.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR S&P 600 SC Val ETF
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78464A300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $13.4M |
| Exits | 43 | $47.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,568,710 shares bought and 3,696,971 shares sold, net −2,128,261 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 550 holders
| LPL Financial LLC | 0.14% | Add +3.1% | 5,312,251 | $423.7M |
| Bank of America Corp. | 0.01% | Reduce -5.9% | 2,175,117 | $173.5M |
| Financial Engines Advisors L.L.C. | 0.22% | Add +5.1% | 1,374,933 | $109.7M |
| Cannon Financial Strategists, Inc. | 12.00% | Add +1.1% | 952,755 | $76.0M |
| Goelzer Investment Management, Inc. | 3.87% | Add +3.6% | 885,572 | $70.6M |
| NorthRock Partners, LLC | 1.64% | Add +4.9% | 788,734 | $62.9M |
| HighTower Advisors, LLC | 0.08% | Add +7.7% | 786,215 | $62.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.8% | 672,685 | $53.5M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -15.4% | 465,960 | $38.8M |
| Morgan Stanley | 0.00% | Add +17.8% | 442,167 | $35.3M |
| Creative Planning | 0.03% | Reduce -6.7% | 380,649 | $30.4M |
| Rodgers & Associates, LTD | 2.95% | Add +9.9% | 336,515 | $26.8M |
| Equitable Holdings, Inc. | 0.22% | Add +5.2% | 327,205 | $26.1M |
| Fragasso Financial Advisors Inc | 1.66% | Add +7.4% | 309,343 | $24.7M |
| Cerity Partners LLC | 0.04% | Reduce -67.3% | 305,697 | $24.4M |
| Evensky & Katz LLC | 1.41% | Reduce -3.4% | 289,773 | $23.1M |
| Brandywine Oak Private Wealth LLC | 2.11% | Add +6.0% | 285,410 | $22.8M |
| Klingman & Associates, LLC | 1.25% | Add +8.5% | 284,381 | $22.7M |
| Focus Partners Wealth | 0.05% | Reduce -0.5% | 279,097 | $22.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -23.8% | 265,081 | $21.1M |
| American Financial Advisors, LLC | 2.83% | Reduce -1.7% | 254,108 | $20.3M |
| Osaic Holdings, Inc. | 0.03% | Add +12.3% | 243,720 | $19.4M |
| Wells Fargo & Company | 0.00% | Reduce -30.8% | 230,268 | $18.4M |
| Canandaigua National Bank & Trust Co. | 1.56% | Reduce -1.8% | 211,011 | $16.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -30.2% | 206,077 | $16.4M |
| Convergence Financial, LLC | 2.78% | Reduce -15.6% | 202,579 | $16.2M |
| Avantax Planning Partners, Inc. | 0.51% | Add +31.9% | 202,222 | $16.1M |
| First National Trust Co | 0.59% | Add +4.8% | 198,055 | $15.8M |
| Key Financial Inc | 3.02% | Add +18.4% | 187,926 | $15.0M |
| Wrenne Financial Planning LLC | 6.76% | Reduce -5.5% | 181,275 | $14.5M |
| Pure Portfolios Holdings LLC | 4.88% | Reduce -16.8% | 180,752 | $14.4M |
| GHP Investment Advisors, Inc. | 0.63% | Add +1.7% | 177,470 | $14.2M |
| Financial Strategies Group, Inc. | 2.89% | Add +5.3% | 166,625 | $13.9M |
| UBS Group AG | 0.00% | Add +14.2% | 171,091 | $13.6M |
| Tiaa Trust, National Association | 0.04% | Add +4.9% | 169,951 | $13.6M |
| FAS Wealth Partners, Inc. | 0.95% | Reduce -13.6% | 160,891 | $12.8M |
| Sage Financial Group Inc. | 0.93% | Add +0.9% | 157,831 | $12.6M |
| Graney & King, LLC | 8.12% | Add +7.1% | 151,593 | $12.1M |
| Cwm, LLC | 0.04% | Add +166.5% | 147,768 | $11.8M |
| Lutz Financial Services LLC | 0.91% | Reduce -8.9% | 147,502 | $11.8M |
| WCG Wealth Advisors LLC | 0.75% | Add +13.8% | 146,171 | $11.7M |
| One Day In July LLC | 1.03% | Add +28.9% | 142,125 | $11.3M |
| Optimist Retirement Group LLC | 5.38% | Add +4.1% | 140,613 | $11.2M |
| KWB Wealth | 1.35% | Reduce -34.8% | 142,177 | $11.1M |
| BIP Wealth, LLC | 0.69% | Add +12.1% | 139,658 | $11.1M |
| Roberts Financial Services LLC | 3.69% | Reduce -47.7% | 134,128 | $10.7M |
| IHT Wealth Management, LLC | 0.29% | Reduce -17.0% | 130,646 | $10.4M |
| Redwood Investment Management, LLC | 1.09% | Reduce -30.9% | 129,038 | $10.3M |
| Balanced Wealth Group LLC | 4.46% | Add +13.5% | 127,089 | $10.3M |
| Perritt Capital Management Inc | 5.17% | Add +6.9% | 125,524 | $10.0M |
| Triangle Securities Wealth Management | 2.41% | Reduce -1.8% | 122,855 | $9.8M |
| Asset Dedication, LLC | 0.69% | Add +5.5% | 118,833 | $9.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.8% | 117,116 | $9.3M |
| Baird Financial Group, Inc. | 0.02% | Add +1.4% | 112,629 | $9.0M |
| CarsonAllaria Wealth Management, Ltd. | 4.72% | Add +2.9% | 110,291 | $8.8M |
| Geneos Wealth Management Inc. | 0.21% | Add +25.4% | 110,056 | $8.8M |
| Mariner, LLC | 0.01% | Reduce -17.4% | 108,254 | $8.6M |
| Rockbridge Investment Management, LCC | 0.90% | Reduce -3.6% | 105,561 | $8.4M |
| SPX Gestao de Recursos Ltda | 0.78% | Reduce -51.2% | 104,095 | $8.3M |
| Symphony Financial, Ltd. Co. | 1.07% | Add +169.2% | 100,456 | $8.2M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Reduce -4.0% | 101,732 | $8.1M |
| LPWM LLC | 2.26% | Add +13.1% | 97,237 | $7.8M |
| Modera Wealth Management, LLC | 0.09% | Reduce -4.7% | 94,854 | $7.6M |
| Nwam LLC | 0.42% | Add +30.9% | 91,316 | $7.3M |
| Avior Wealth Management, LLC | 0.24% | Reduce -51.6% | 88,593 | $7.1M |
| Raymond James Financial Inc. | 0.00% | Add +19.6% | 88,385 | $7.0M |
| Mather Group, Llc. | 0.07% | Reduce -1.6% | 87,666 | $7.0M |
| Diversified Enterprises, LLC | 0.51% | Reduce -8.6% | 86,114 | $6.9M |
| Private Advisor Group, LLC | 0.04% | Add +11.9% | 84,529 | $6.7M |
| Cetera Investment Advisers | 0.01% | Reduce -4.3% | 82,294 | $6.6M |
| Cambridge Financial Group, LLC | 2.45% | Reduce -0.6% | 81,988 | $6.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.3% | 79,702 | $6.4M |
| Trilogy Capital Inc. | 0.31% | Add +3.2% | 79,517 | $6.3M |
| MML Investors Services, LLC | 0.02% | Add +3.4% | 79,350 | $6.3M |
| Jones Financial Companies LLLP | 0.00% | Add +23.1% | 77,031 | $6.2M |
| Capasso Planning Partners LLC | 3.49% | Reduce -43.5% | 77,347 | $6.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -29.1% | 77,046 | $6.1M |
| Midwest Trust Co | 0.08% | — | 75,932 | $6.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.8% | 74,319 | $5.9M |
| WealthShield Partners, LLC | 0.71% | Add +10.5% | 74,089 | $5.9M |
| Farther Finance Advisors, LLC | 0.11% | Add +277.0% | 69,589 | $5.6M |
| Aire Advisors, LLC | 1.07% | Reduce -6.3% | 69,259 | $5.5M |
| Signature Estate & Investment Advisors LLC | 0.13% | Add +4.0% | 68,768 | $5.5M |
| Ritholtz Wealth Management | 0.12% | Add +16.8% | 67,563 | $5.4M |
| Northwest Wealth Management, LLC | 0.97% | Reduce -1.7% | 66,985 | $5.3M |
| McAdam, LLC | 0.28% | Add +6.1% | 63,842 | $5.1M |
| Palisades Hudson Asset Management, L.P. | 1.96% | Add +7.0% | 62,702 | $5.0M |
| Waller Financial Planning Group, Inc. | 1.16% | Add +27.5% | 60,043 | $4.8M |
| Stevens Capital Partners | 1.70% | Add +22.6% | 58,430 | $4.7M |
| Corient Private Wealth LP | 0.01% | Reduce -9.1% | 59,387 | $4.7M |
| Cornerstone Advisors Asset Management, LLC | 0.91% | No change | 59,293 | $4.7M |
| Royal Bank of Canada | 0.00% | Add +4.7% | 58,872 | $4.7M |
| N.E.W. Advisory Services LLC | 0.45% | Reduce -64.3% | 57,839 | $4.6M |
| Melone Private Wealth, LLC | 2.33% | Add +3.5% | 56,810 | $4.6M |
| Strategies Wealth Advisors, LLC | 0.49% | Add +68.7% | 56,611 | $4.5M |
| Financial Advocates Investment Management | 0.37% | Add +22.9% | 56,427 | $4.5M |
| Salomon & Ludwin, LLC | 0.44% | Reduce -3.3% | 54,186 | $4.5M |
| Interactive Financial Advisors, Inc. | 2.18% | Reduce -2.3% | 56,088 | $4.5M |
| Kingsview Wealth Management, LLC | 0.08% | Add +6.5% | 55,731 | $4.4M |
| Truist Financial Corp. | 0.01% | Reduce -5.2% | 54,917 | $4.4M |
| Marathon Mission, Inc. | 2.73% | Reduce -66.2% | 53,885 | $4.3M |
| Probity Advisors, Inc. | 0.75% | Add +5.2% | 53,633 | $4.3M |
| Facet Wealth, Inc. | 0.10% | Reduce -16.8% | 51,875 | $4.2M |
| New Hampshire Trust | 0.87% | Reduce -3.5% | 52,440 | $4.2M |
| Blue Barn Wealth, LLC | 1.92% | Add +14.4% | 51,096 | $4.1M |
| Councilor Wealth, LLC | 1.89% | Reduce -4.0% | 50,832 | $4.1M |
| Waverly Advisors, LLC | 0.04% | Reduce -3.1% | 49,398 | $3.9M |
| Marotta Asset Management | 0.77% | Add +14.8% | 48,210 | $3.8M |
| Captrust Financial Advisors | 0.01% | Reduce -14.6% | 47,573 | $3.8M |
| Calton & Associates, Inc. | 0.63% | Add +6.0% | 45,686 | $3.6M |
| TAGStone Capital, Inc. | 1.49% | Add +0.3% | 44,265 | $3.6M |
| GTS Securities LLC | 0.16% | New | 44,809 | $3.6M |
| Krilogy Financial LLC | 0.20% | Reduce -1.5% | 44,310 | $3.5M |
| Citadel Advisors | 0.00% | Add +26.8% | 43,034 | $3.4M |
| Hamilton Capital, LLC | 0.18% | Add +25.4% | 41,547 | $3.3M |
| Total Wealth Planning, LLC | 0.41% | Add +7.4% | 41,045 | $3.3M |
| Chicago Partners Investment Group LLC | 0.09% | Reduce -7.1% | 37,370 | $3.2M |
| Dakota Wealth Management | 0.06% | Reduce -12.9% | 37,578 | $3.0M |
| Bailard, Inc. | 0.07% | Add +6.3% | 37,194 | $3.0M |
| Moneco Advisors, LLC | 0.28% | Add +30.1% | 37,078 | $3.0M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -1.1% | 37,002 | $3.0M |
| Savant Capital, LLC | 0.02% | Reduce -1.4% | 36,886 | $2.9M |
| Perennial Investment Advisors, LLC | 0.28% | Reduce -7.0% | 36,759 | $2.9M |
| Financial Guidance Group, Inc. | 1.42% | Reduce -1.0% | 36,717 | $2.9M |
| Prestige Wealth Management Group LLC | 0.59% | Add +1.8% | 36,446 | $2.9M |
| Larson Financial Group LLC | 0.11% | Reduce -14.5% | 35,619 | $2.8M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +7.2% | 35,277 | $2.8M |
| Canandaigua National Trust Co of Florida | 1.99% | Reduce -1.0% | 35,147 | $2.8M |
| Tortoise Investment Management, LLC | 0.26% | Reduce -4.6% | 34,213 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Add +0.1% | 33,806 | $2.7M |
| Tradition Wealth Management, LLC | 0.21% | Reduce -1.1% | 33,755 | $2.7M |
| Summit Wealth Group LLC / Co. | 0.67% | — | 33,659 | $2.7M |
| Benjamin Edwards Inc. | 0.03% | Reduce -84.3% | 33,400 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +5.0% | 32,828 | $2.6M |
| Partners in Financial Planning | 0.46% | Add +19.4% | 31,136 | $2.5M |
| Meredith Wealth Planning | 0.88% | Add +21.6% | 30,396 | $2.4M |
| Collective Family Office LLC | 0.61% | Add +0.1% | 29,968 | $2.4M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +181.7% | 29,313 | $2.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.6% | 29,267 | $2.3M |
| Foundation Wealth Management, LLC\PA | 0.97% | Reduce -12.1% | 28,249 | $2.3M |
| Mutual Advisors, LLC | 0.05% | Add +4.6% | 25,255 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.17% | Add +2.9% | 26,289 | $2.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.84% | Add +0.5% | 26,187 | $2.1M |
| Diversify Wealth Management, LLC | 0.13% | Reduce -15.4% | 24,548 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.4% | 25,796 | $2.1M |
| Rialto Wealth Management, LLC | 0.57% | Reduce -0.2% | 25,692 | $2.0M |
| Indie Asset Partners, LLC | 3.73% | Reduce -18.5% | 25,684 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +24.1% | 25,675 | $2.0M |
| Brookstone Capital Management | 0.03% | Reduce -0.2% | 25,565 | $2.0M |
| CM Wealth Advisors LLC | 0.57% | Add +0.2% | 24,181 | $1.9M |
| Fifth Third Securities, Inc. | 0.14% | Add +3.2% | 23,940 | $1.9M |
| Pacific Sun Financial Corp | 0.99% | Reduce -4.2% | 23,706 | $1.9M |
| MAI Capital Management | 0.01% | Reduce -7.0% | 23,486 | $1.9M |
| Focus Financial Network, Inc. | 0.07% | Reduce -7.6% | 23,440 | $1.9M |
| Pinnacle Financial Partners Inc | 0.04% | Reduce -55.0% | 23,078 | $1.8M |
| ERn Financial, LLC | 0.38% | Reduce -5.8% | 22,570 | $1.8M |
| Ignite Planners, LLC | 0.31% | Add +4.4% | 21,900 | $1.8M |
| Brady Martz Wealth Solutions, LLC | 0.35% | Reduce -8.6% | 22,459 | $1.8M |
| Financial Synergies Wealth Advisors, Inc. | 0.19% | Reduce -16.4% | 22,330 | $1.8M |
| Global Retirement Partners, LLC | 0.04% | — | 22,235 | $1.8M |
| Arete Wealth Advisors, LLC | 0.12% | Reduce -34.1% | 21,618 | $1.7M |
| IFG Advisory, LLC | 0.09% | Add +9.6% | 21,526 | $1.7M |
| Simon Quick Advisors, LLC | 0.09% | Reduce -1.2% | 21,509 | $1.7M |
| Eldridge Investment Advisors, Inc. | 0.36% | Reduce -1.0% | 21,433 | $1.7M |
| Perigon Wealth Management, LLC | 0.04% | Add +2.4% | 21,118 | $1.7M |
| Inspirion Wealth Advisors, LLC | 0.22% | Reduce -1.4% | 21,116 | $1.7M |
| Signet Financial Management, LLC | 0.21% | Reduce -3.1% | 21,065 | $1.7M |
| Freedom Investment Management, Inc. | 0.13% | Add +1.7% | 20,571 | $1.6M |
| Sensible Money, LLC | 0.62% | Reduce -0.2% | 20,504 | $1.6M |
| Assetmark, Inc. | 0.00% | Add +514.3% | 20,271 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -12.6% | 20,221 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -53.8% | 19,923 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +51.6% | 19,307 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -2.3% | 19,709 | $1.6M |
| Diligent Investors, LLC | 0.37% | Reduce -5.0% | 19,638 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.7% | 19,498 | $1.6M |
| Opus Capital Group, LLC | 0.18% | Reduce -3.6% | 19,102 | $1.5M |
| UNIVEST FINANCIAL Corp | 0.09% | Add +6.7% | 18,959 | $1.5M |
| Townsquare Capital LLC | 0.15% | Reduce -74.0% | 18,936 | $1.5M |
| Trueblood Wealth Management, LLC | 0.62% | Add +0.1% | 18,664 | $1.5M |
| Burney Co./ | 0.05% | Reduce -6.7% | 18,422 | $1.5M |
| Courage Miller Partners, LLC | 0.46% | Add +10.9% | 18,267 | $1.5M |
| Parkside Financial Bank & Trust | 0.16% | Add +29.9% | 18,248 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.9% | 18,179 | $1.4M |
| Diversified Trust Co. | 0.03% | New | 18,053 | $1.4M |
| Eclectic Associates Inc. | 0.31% | Reduce -0.7% | 17,802 | $1.4M |
| Payne Capital Management, LLC | 0.54% | Add +27.4% | 17,577 | $1.4M |
| Grey Fox Wealth Advisors, LLC | 0.33% | Add +0.1% | 17,566 | $1.4M |
| CoreCap Advisors, LLC | 0.06% | Reduce -0.9% | 17,550 | $1.4M |
| Florida Financial Advisors, LLC | 0.34% | Reduce -16.6% | 17,057 | $1.4M |
| LTG Capital LLC | 1.17% | Add +3.5% | 17,115 | $1.4M |
| Laraway Financial Advisors Inc | 1.00% | Reduce -6.6% | 16,568 | $1.3M |
| Kelly Financial Group LLC | 0.38% | Reduce -46.1% | 16,430 | $1.3M |
| Paragon Capital Management Ltd | 0.24% | Add +7.3% | 16,137 | $1.3M |
| Oakwell Private Wealth Management, LLC | 0.29% | No change | 15,760 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +2.4% | 15,281 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +14.3% | 15,253 | $1.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.15% | Reduce -2.0% | 15,188 | $1.2M |
| Meridian Financial Advisors, LLC | 0.78% | Add +1.1% | 15,149 | $1.2M |
| Founders Grove Wealth Partners, LLC | 0.30% | Reduce -2.6% | 15,087 | $1.2M |
| Motive Wealth Advisors | 0.54% | Add +33.4% | 14,965 | $1.2M |
| Connecticut Wealth Management, LLC | 0.06% | Reduce -0.1% | 14,954 | $1.2M |
| Lodestar Private Asset Management LLC | 0.14% | Add +1.3% | 14,922 | $1.2M |
| Avant Financial Advisors LLC | 0.98% | Reduce -36.4% | 14,916 | $1.2M |
| Bill Few Associates, Inc. | 0.34% | Add +0.1% | 14,857 | $1.2M |
| Altfest L J & Co. Inc. | 0.13% | Reduce -21.6% | 14,294 | $1.1M |
| Asset Planning Corporation | 0.59% | Reduce -0.5% | 14,011 | $1.1M |
| Kendall Capital Management | 0.30% | New | 14,000 | $1.1M |
| Liberty Capital Management, Inc. | 0.23% | No change | 14,000 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -30.9% | 13,785 | $1.1M |
| American Investment Services, Inc. | 0.28% | Add +0.2% | 13,603 | $1.1M |
| AQR Capital Management | 0.00% | Add +15.8% | 13,571 | $1.1M |
| Texas Yale Capital Corp. | 0.03% | Reduce -35.8% | 13,130 | $1.0M |
| Acorn Financial Advisory Services Inc. | 0.17% | No change | 13,115 | $1.0M |
| Private Wealth Management Group, LLC | 0.34% | Reduce -4.0% | 12,830 | $1.0M |
| Firestone Capital Management | 0.24% | Reduce -27.1% | 12,756 | $1.0M |
| American Financial & Tax Strategies Inc. | 0.51% | Add +0.2% | 12,321 | $983K |
| Inman Jager Wealth Management, LLC | 0.66% | Add +2.5% | 12,252 | $977K |
| Occidental Asset Management, LLC | 0.13% | Add +12.8% | 12,250 | $977K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.8% | 12,225 | $975K |
| Financial Advisors Network, Inc. | 0.15% | Reduce -0.2% | 12,175 | $971K |
| Invera Wealth Advisors, LLC | 0.63% | Add +0.7% | 12,163 | $970K |
| MidAtlantic Capital Management, Inc. | 0.68% | Add +0.3% | 12,015 | $958K |
| Hardin Capital Partners, LLC | 0.56% | Add +0.6% | 11,694 | $957K |
| FMR LLC | 0.00% | Add +6.0% | 11,813 | $942K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -6.2% | 11,754 | $938K |
| Carter Financial Group, INC. | 0.60% | — | 11,503 | $918K |
| Prudential PLC | 0.01% | Reduce -32.0% | 11,337 | $904K |
| Highland Financial Advisors, LLC | 0.29% | Add +2.4% | 11,266 | $899K |
| GFS Advisors, LLC | 0.12% | Reduce -6.8% | 11,209 | $894K |
| Quent Capital, LLC | 0.09% | Reduce -14.4% | 11,087 | $884K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +53.6% | 11,029 | $880K |
| M&T Bank Corp | 0.00% | Add +2.9% | 11,011 | $878K |
| Comerica Bank | 0.00% | Reduce -15.4% | 10,577 | $844K |
| Valley Wealth Managers, Inc. | 0.06% | Reduce -2.4% | 10,404 | $830K |
| Arax Advisory Partners | 0.04% | Reduce -78.6% | 10,363 | $827K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.27% | Reduce -10.5% | 10,299 | $821K |
| One Capital Management, LLC | 0.03% | Reduce -1.4% | 10,260 | $818K |
| Centaurus Financial, Inc. | 0.05% | Add +7.3% | 10,241 | $817K |
| Advisory Services Network, LLC | 0.01% | Add +11.6% | 10,098 | $817K |
| Deutsche Bank AG | 0.00% | No change | 10,156 | $810K |
| Advance Capital Management, Inc. | 0.04% | Add +6.8% | 9,970 | $795K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -10.1% | 9,929 | $792K |
| McMill Wealth Management | 0.26% | Add +0.1% | 9,879 | $789K |
| Keystone Financial Group | 0.07% | Add +2.6% | 9,873 | $787K |
| Avantax Advisory Services, Inc. | 0.00% | Add +96.1% | 9,798 | $781K |
| Composition Wealth, LLC | 0.01% | Reduce -1.1% | 9,766 | $779K |
| Beckerman Institutional, LLC | 0.51% | Reduce -8.8% | 9,687 | $773K |
| Betterment LLC | 0.00% | Add +22.2% | 9,678 | $772K |
| OneAscent Family Office, LLC | 0.72% | Add +92.0% | 9,572 | $763K |
| Capital Squared Financial LLC | 0.87% | — | 9,378 | $748K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.8% | 9,375 | $748K |
| Western Wealth Management, LLC | 0.04% | Reduce -13.4% | 9,318 | $743K |
| Everhart Financial Group, Inc. | 0.09% | Add +5.9% | 9,228 | $736K |
| AlphaStar Capital Management, LLC | 0.05% | Add +7.4% | 9,207 | $734K |
| Equita Financial Network, Inc. | 0.29% | Reduce -29.2% | 9,203 | $734K |
| IAG Wealth Partners, LLC | 0.10% | Reduce -10.7% | 9,159 | $731K |
| Fiduciary Alliance LLC | 0.05% | Add +0.5% | 9,019 | $719K |
| Oppenheimer & Co. Inc. | 0.01% | Add +149.9% | 8,974 | $716K |
| JNBA Financial Advisors | 0.07% | Reduce -30.0% | 8,931 | $712K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +8.2% | 8,921 | $712K |
| Good Life Advisors, LLC | 0.04% | Add +6.4% | 8,732 | $696K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -14.7% | 8,586 | $685K |
| Commonwealth Financial Services, LLC | 0.13% | Reduce -3.0% | 8,542 | $681K |
| Wrapmanager Inc. | 0.17% | Reduce -1.6% | 8,511 | $679K |
| Diversified Investment Strategies, LLC | 0.46% | Reduce -2.6% | 8,452 | $674K |
| LexAurum Advisors, LLC | 0.10% | Add +6.3% | 8,217 | $655K |
| Independent Financial Group, LLC | 0.02% | Add +30.7% | 8,212 | $655K |
| Atlas Brown,Inc. | 0.21% | Reduce -1.4% | 8,198 | $654K |
| YANKCOM Partnership | 0.32% | No change | 8,158 | $651K |
| Cary Street Partners Investment Advisory LLC | 0.31% | Add +13.6% | 8,140 | $649K |
| Red Tortoise LLC | 0.32% | Reduce -1.0% | 8,118 | $647K |
| 4WEALTH Advisors, Inc. | 0.67% | Add +3.1% | 8,117 | $647K |
| Pinnacle Holdings, LLC | 0.27% | Reduce -5.0% | 8,072 | $644K |
| GWN Securities Inc. | 0.12% | Reduce -8.7% | 7,718 | $623K |
| Engineers Gate Manager LP | 0.01% | New | 7,698 | $614K |
| Private Trust Co. NA | 0.06% | Reduce -3.1% | 7,689 | $613K |
| Principal Securities, Inc. | 0.01% | Reduce -80.6% | 7,579 | $605K |
| Taylor & Morgan Wealth Management, LLC | 0.41% | No change | 7,557 | $603K |
| Coastal Bridge Advisors, LLC | 0.05% | New | 7,483 | $597K |
| Accredited Investors Inc. | 0.04% | Reduce -6.3% | 7,435 | $593K |
| CreativeOne Wealth, LLC | 0.01% | Add +3.5% | 7,164 | $571K |
| G2 Capital Management, LLC / Oh | 0.16% | No change | 7,129 | $569K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -36.1% | 7,069 | $564K |
| Vestia Personal Wealth Advisors | 0.39% | Add +0.1% | 7,060 | $563K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -15.4% | 6,988 | $557K |
| Clarity Wealth Development LLC | 0.55% | No change | 6,937 | $553K |
| Seed Wealth Management, Inc. | 0.41% | Reduce -8.0% | 6,880 | $549K |
| Redwood Park Advisors LLC | 0.42% | Reduce -2.5% | 6,825 | $544K |
| Montz Harcus Wealth Management LLC | 0.26% | Add +1.5% | 6,768 | $540K |
| Financial Enhancement Group LLC | 0.08% | Reduce -5.9% | 6,474 | $539K |
| CogentBlue Wealth Advisors, LLC | 0.41% | Reduce -7.8% | 6,734 | $537K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +4.1% | 6,532 | $521K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 6,527 | $521K |
| Insight Advisors, LLC/ PA | 0.08% | Reduce -1.0% | 6,484 | $517K |
| Portside Wealth Group, LLC | 0.08% | Reduce -1.8% | 6,440 | $514K |
| US Bancorp \de | 0.00% | Reduce -0.5% | 6,346 | $506K |
| Smart Portfolios, LLC | 0.50% | Add +11.9% | 6,237 | $497K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -28.5% | 6,119 | $488K |
| Park Avenue Securities LLC | 0.00% | Reduce -51.0% | 6,057 | $483K |
| Denver Wealth Management, Inc. | 0.20% | Reduce -49.8% | 6,049 | $482K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -12.9% | 6,022 | $480K |
| Compass Ion Advisors, LLC | 0.05% | Reduce -49.3% | 5,985 | $477K |
| Seaside Wealth Management, Inc. | 0.15% | No change | 5,981 | $477K |
| Jane Street Group, LLC | 0.00% | New | 5,903 | $471K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -31.6% | 5,741 | $458K |
| Apeiron RIA LLC | 0.12% | Reduce -2.4% | 5,732 | $457K |
| Allworth Financial LP | 0.00% | Add +16.6% | 5,663 | $452K |
| NewEdge Advisors, LLC | 0.00% | Add +35.7% | 5,660 | $451K |
| Stifel Financial Corp. | 0.00% | Reduce -97.5% | 5,644 | $450K |
| CGN Advisors LLC | 0.04% | Add +4.1% | 5,620 | $448K |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 5,576 | $445K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 5,565 | $444K |
| Richwood Investment Advisors, LLC | 0.36% | No change | 5,554 | $443K |
| Duncker Streett & Co. Inc. | 0.08% | Add +0.1% | 5,534 | $441K |
| Waldron Private Wealth LLC | 0.02% | No change | 5,524 | $441K |
| Glenview Trust Co | 0.01% | Reduce -0.5% | 5,515 | $440K |
| Marble Harbor Investment Counsel, LLC | 0.05% | No change | 5,450 | $435K |
| Howard Financial Services, LTD. | 0.06% | Add +0.1% | 5,421 | $432K |
| Austin Wealth Management, LLC | 0.08% | Reduce -21.7% | 5,305 | $429K |
| Weinberger Asset Management, Inc | 0.17% | Add +0.0% | 5,378 | $429K |
| Choreo, LLC | 0.01% | New | 5,197 | $415K |
| Integrity Wealth Solutions LLC | 0.20% | Reduce -11.9% | 5,195 | $414K |
| Traction Financial Partners, LLC | 0.28% | Reduce -27.5% | 5,174 | $413K |
| Jentner Corp | 0.11% | Reduce -3.0% | 5,160 | $412K |
| CW Advisors, LLC | 0.00% | Reduce -3.7% | 5,115 | $408K |
| Addis & Hill, Inc | 0.26% | Reduce -7.5% | 5,041 | $402K |
| Wealth Advisors Northwest LLC | 0.21% | Add +9.3% | 4,993 | $398K |
| WealthPLAN Partners, LLC | 0.06% | Reduce -20.1% | 4,992 | $398K |
| BlackRock, Inc. | 0.00% | No change | 4,937 | $394K |
| Anson Capital, Inc. | 0.32% | Reduce -0.7% | 4,919 | $392K |
| Independent Advisor Alliance | 0.01% | Add +25.6% | 4,913 | $392K |
| SilverOak Wealth Management LLC | 0.07% | No change | 4,829 | $385K |
| Ieq Capital, LLC | 0.00% | No change | 4,809 | $384K |
| Compound Planning, Inc. | 0.01% | Reduce -5.9% | 4,786 | $382K |
| Millennium Management | 0.00% | New | 4,718 | $376K |
| One Degree Advisors Inc | 0.13% | No change | 4,708 | $375K |
| New England Capital Financial Advisors LLC | 0.17% | Reduce -2.3% | 4,682 | $373K |
| Blair William & Co. | 0.00% | Reduce -36.1% | 4,486 | $358K |
| Concord Asset Management, LLC | 0.05% | New | 4,478 | $357K |
| Concord Wealth Partners | 0.05% | Add +7.0% | 4,478 | $357K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -15.6% | 4,462 | $356K |
| Fairscale Capital, LLC | 0.26% | Reduce -0.5% | 4,399 | $356K |
| Cornerstone Advisory, LLC | 0.04% | No change | 4,373 | $349K |
| Sovran Advisors, LLC | 0.04% | Reduce -1.2% | 4,194 | $347K |
| HUB Investment Partners, LLC | 0.01% | Add +0.6% | 4,313 | $344K |
| Marquette Asset Management, LLC | 0.06% | No change | 4,238 | $338K |
| Market Street Wealth Management Advisors LLC | 0.05% | Reduce -1.4% | 4,208 | $336K |
| Wealth Management Nebraska | 0.05% | Add +0.0% | 4,173 | $334K |
| Intelligence Driven Advisers, LLC | 0.05% | No change | 4,167 | $332K |
| Cresset Asset Management, LLC | 0.00% | New | 4,115 | $328K |
| Integrated Advisors Network LLC | 0.01% | Reduce -0.1% | 4,095 | $327K |
| Summit Financial, LLC | 0.01% | Reduce -62.7% | 4,056 | $323K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -3.4% | 4,001 | $319K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 4,001 | $319K |
| Argent Trust Co | 0.01% | Reduce -4.5% | 3,954 | $315K |
| Creekside Partners | 0.15% | Reduce -4.3% | 3,917 | $312K |
| Bangor Savings Bank | 0.03% | Reduce -1.1% | 3,910 | $312K |
| Morton Brown Family Wealth, LLC | 0.09% | Reduce -21.1% | 3,904 | $311K |
| Crescent Sterling, Ltd. | 0.35% | Reduce -18.8% | 3,903 | $311K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +2.4% | 3,877 | $309K |
| Friday Financial | 0.16% | No change | 3,867 | $308K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -22.9% | 3,856 | $308K |
| Snider Financial Group | 0.09% | Reduce -8.2% | 3,822 | $305K |
| Topsail Wealth Management, LLC | 0.05% | Add +2.8% | 3,723 | $297K |
| Associated Banc-Corp | 0.01% | No change | 3,707 | $296K |
| XY Planning Network, Inc. | 0.10% | Reduce -1.1% | 3,660 | $292K |
| Sigma Planning Corp | 0.01% | Reduce -3.8% | 3,629 | $289K |
| Leslie Global Wealth, LLC | 0.15% | Reduce -6.3% | 3,602 | $287K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -2.7% | 3,567 | $284K |
| Financial Network Wealth Advisors LLC | 0.34% | Reduce -14.9% | 3,547 | $283K |
| Tobias Financial Advisors, Inc. | 0.05% | Reduce -3.7% | 3,537 | $282K |
| Visionary Wealth Advisors | 0.01% | Reduce -64.3% | 3,522 | $281K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -20.6% | 3,467 | $276K |
| Wallace Advisory Group, LLC | 0.20% | Reduce -3.2% | 3,443 | $270K |
| Wambolt & Associates, LLC | 0.09% | Reduce -14.0% | 3,203 | $262K |
| Armbruster Capital Management, Inc. | 0.05% | No change | 3,256 | $260K |
| Narus Financial Partners, LLC | 0.08% | No change | 3,250 | $259K |
| Pacifica Partners Inc. | 0.11% | No change | 3,231 | $259K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.7% | 3,224 | $257K |
| TBH Global Asset Management, LLC | 0.05% | Reduce -96.1% | 3,219 | $257K |
| Willner & Heller, LLC | 0.22% | Reduce -13.8% | 3,210 | $256K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -77.9% | 3,207 | $256K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 3,034 | $253K |
| HRT Financial LP | 0.00% | New | 3,164 | $252K |
| Burns Matteson Capital Management, LLC | 0.12% | Reduce -0.6% | 3,077 | $245K |
| BCGM Wealth Management, LLC | 0.07% | Add +0.6% | 3,054 | $244K |
| IFP Advisors, Inc | 0.01% | Add +468.8% | 3,049 | $243K |
| Sheets Smith Wealth Management | 0.03% | Reduce -7.0% | 3,038 | $242K |
| Allred Capital Management, LLC | 0.09% | No change | 3,030 | $242K |
| Two Sigma Securities, LLC | 0.03% | New | 3,030 | $242K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -20.5% | 3,020 | $241K |
| Flow Traders U.S. LLC | 0.01% | New | 3,012 | $240K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -45.1% | 2,997 | $239K |
| 626 Financial, LLC | 0.11% | No change | 2,965 | $236K |
| EWG Elevate Inc. | 0.07% | Add +0.2% | 2,961 | $236K |
| Roberts Glore & Co. Inc. | 0.07% | Reduce -2.2% | 2,938 | $234K |
| Coordinated Financial Services, Inc. | 0.16% | — | 2,931 | $234K |
| Net Worth Advisory Group | 0.05% | New | 2,930 | $234K |
| Allodium Investment Consultants, LLC | 0.15% | No change | 2,908 | $232K |
| Navalign, LLC | 0.06% | Reduce -42.9% | 2,888 | $230K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,880 | $230K |
| Coastwise Capital Group, LLC | 0.18% | Reduce -19.8% | 2,877 | $230K |
| Avant Capital LLC | 0.17% | Reduce -0.1% | 2,826 | $225K |
| Lido Advisors, LLC | 0.00% | Reduce -7.2% | 2,816 | $225K |
| Nestegg Advisors, Inc. | 0.22% | Add +0.5% | 2,814 | $224K |
| Wellspring Financial Advisors, LLC | 0.02% | Add +0.0% | 2,804 | $224K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,803 | $224K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 2,800 | $223K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.08% | No change | 2,790 | $223K |
| Capstone Wealth Management Group, LLC | 0.21% | Add +0.5% | 2,789 | $222K |
| Garden State Investment Advisory Services LLC | 0.06% | Add +5.9% | 2,783 | $222K |
| Norden Group LLC | 0.02% | New | 2,735 | $218K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 2,733 | $218K |
| Paradigm, Strategies in Wealth Management, LLC | 0.14% | Add +0.4% | 2,726 | $217K |
| Ballentine Capital Advisors, Inc | 0.10% | No change | 2,690 | $215K |
| Faithward Advisors, LLC | 0.03% | Reduce -0.2% | 2,680 | $214K |
| Center for Financial Planning, Inc. | 0.02% | No change | 2,677 | $214K |
| Ballast Advisors LLC | 0.06% | Add +0.2% | 2,677 | $213K |
| Pinnacle Bancorp, Inc. | 0.07% | Reduce -22.8% | 2,673 | $213K |
| Werba Rubin Papier Wealth Management | 0.04% | No change | 2,658 | $212K |
| Team Hewins, LLC | 0.08% | No change | 2,644 | $211K |
| AE Wealth Management LLC | 0.00% | Reduce -14.6% | 2,614 | $208K |
| Quantinno Capital Management LP | 0.00% | New | 2,606 | $208K |
| Trust Co. of Vermont | 0.01% | Add +188.9% | 2,600 | $207K |
| Landmark Wealth Management, LLC | 0.09% | New | 2,574 | $205K |
| Cathy Pareto & Associates, Inc. | 0.17% | New | 2,539 | $203K |
| Sax Wealth Advisors, LLC | 0.01% | New | 2,518 | $201K |
| Evermay Wealth Management LLC | 0.02% | No change | 2,515 | $201K |
| Clearstead Advisors, LLC | 0.00% | New | 2,510 | $200K |
| Measured Wealth Private Client Group, LLC | 0.06% | Reduce -5.6% | 2,508 | $200K |
| CENTRAL TRUST Co | 0.00% | Reduce -42.4% | 2,418 | $193K |
| Tiemann Investment Advisors, LLC | 0.08% | No change | 2,356 | $188K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.0% | 2,350 | $187K |
| Kennebec Savings Bank | 0.18% | No change | 2,299 | $183K |
| Sachetta, LLC | 0.07% | New | 2,238 | $179K |
| Atlantic Union Bankshares Corp | 0.00% | New | 2,231 | $178K |
| Bogart Wealth, LLC | 0.01% | No change | 2,001 | $160K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 1,962 | $157K |
| Centerpoint Advisors, LLC | 0.05% | Reduce -40.4% | 1,844 | $147K |
| Winthrop Capital Management, LLC | 0.03% | Reduce -19.5% | 1,703 | $136K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,509 | $120K |
| Abound Wealth Management | 0.03% | Add +0.1% | 1,460 | $116K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,435 | $114K |
| Glass Jacobson Investment Advisors llc | 0.04% | Reduce -75.7% | 1,381 | $110K |
| Urban Financial Advisory Corp | 0.05% | Add +0.6% | 1,361 | $109K |
| Grey Ledge Advisors, LLC | 0.03% | Add +97.9% | 2,054 | $107K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 1,250 | $100K |
| Choate Investment Advisors | 0.00% | New | 1,238 | $99K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,237 | $99K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.3% | 1,179 | $94K |
| Iron Horse Wealth Management, LLC | 0.03% | Reduce -4.7% | 1,065 | $85K |
| Financial Freedom, LLC | 0.04% | No change | 1,039 | $83K |
| PrairieView Partners, LLC | 0.01% | No change | 1,003 | $80K |
| Eastern Bank | 0.00% | No change | 1,000 | $80K |
| Fifth Third Bancorp | 0.00% | Reduce -56.6% | 836 | $67K |
| Smartleaf Asset Management LLC | 0.01% | Add +22.8% | 809 | $65K |
| Cranbrook Wealth Management, LLC | 0.01% | New | 808 | $64K |
| Bellwether Advisors, LLC | 0.01% | No change | 725 | $58K |
| Kathleen S. Wright Associates Inc. | 0.02% | No change | 723 | $58K |
| Harbour Investments, Inc. | 0.00% | Reduce -38.0% | 715 | $57K |
| Hanson & Doremus Investment Management | 0.01% | Add +0.6% | 693 | $55K |
| GoalVest Advisory LLC | 0.01% | No change | 622 | $50K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -2.6% | 565 | $45K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 540 | $43K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.0% | 500 | $40K |
| TD Private Client Wealth LLC | 0.00% | New | 500 | $40K |
| AdvisorNet Financial, Inc | 0.00% | No change | 496 | $40K |
| Ameriflex Group, Inc. | 0.02% | New | 478 | $38K |
| Sound Income Strategies, LLC | 0.00% | No change | 462 | $37K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -4.2% | 460 | $37K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -77.0% | 411 | $33K |
| Teachers Insurance & Annuity Association of America | 0.04% | No change | 410 | $33K |
| UMB Bank, n.a. | 0.00% | Reduce -64.1% | 392 | $31K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 388 | $31K |
| Exchange Traded Concepts, LLC | 0.00% | New | 385 | $31K |
| Copia Wealth Management | 0.03% | Add +13.8% | 380 | $30K |
| Glassman Wealth Services | 0.00% | Add +0.6% | 329 | $26K |
| Versant Capital Management, Inc | 0.00% | Add +893.8% | 318 | $25K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -75.2% | 296 | $24K |
| Spire Wealth Management | 0.00% | Add +11.9% | 281 | $22K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.4% | 279 | $22K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | No change | 272 | $22K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 270 | $22K |
| Richardson Capital Management LLC | 0.01% | No change | 264 | $21K |
| Realta Investment Advisors | 0.01% | No change | 260 | $21K |
| Rossby Financial, LCC | 0.01% | No change | 257 | $20K |
| Bristlecone Advisors, LLC | 0.00% | No change | 249 | $20K |
| Tucker Asset Management LLC | 0.01% | No change | 247 | $20K |
| Cape Investment Advisory, Inc. | 0.01% | Add +16.7% | 231 | $18K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 228 | $18K |
| Rothschild Investment LLC | 0.00% | New | 215 | $17K |
| Frazier Financial Advisors, LLC | 0.01% | Add +178.6% | 195 | $16K |
| MTM Investment Management, LLC | 0.01% | No change | 195 | $16K |
| Total Investment Management Inc. | 0.00% | New | 193 | $15K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 185 | $15K |
| Clark Wealth Partners | 0.01% | Add +1.7% | 182 | $15K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 178 | $14K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 171 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 171 | $14K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 170 | $14K |
| Morse Asset Management, Inc | 0.00% | Reduce -15.4% | 165 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -47.8% | 163 | $13K |
| Trust Co. of Toledo NA | 0.00% | New | 158 | $13K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 146 | $12K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 147 | $12K |
| Kiker Wealth Management, LLC | 0.01% | Reduce -20.0% | 152 | $12K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 151 | $12K |
| Tidemark, LLC | 0.00% | Reduce -67.5% | 132 | $11K |
| Towne Trust Company, N.A | 0.00% | No change | 125 | $10K |
| Kozak & Associates, Inc. | 0.00% | Reduce -7.3% | 115 | $10K |
| Hughes Financial Services, LLC | 0.00% | Reduce -46.3% | 117 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 115 | $9K |
| Wood Tarver Financial Group, LLC | 0.00% | Reduce -45.8% | 122 | $9K |
| Beacon Capital Management, LLC | 0.00% | Reduce -42.5% | 111 | $9K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 109 | $9K |
| GeoWealth Management, LLC | 0.00% | Reduce -0.9% | 106 | $8K |
| Compass Financial Services Inc | 0.00% | No change | 103 | $8K |
| Westside Investment Management, Inc. | 0.00% | No change | 96 | $8K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -4.9% | 78 | $7K |
| TruNorth Capital Management, LLC | 0.00% | No change | 83 | $7K |
| Crewe Advisors LLC | 0.00% | No change | 79 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 76 | $6K |
| Scarborough Advisors, LLC | 0.00% | New | 68 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -40.6% | 63 | $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 |
| Bank of Montreal | 0.00% | Reduce -93.4% | 53 | $4K |
| Signaturefd, LLC | 0.00% | No change | 51 | $4K |
| Blue Trust, Inc. | 0.00% | No change | 50 | $4K |
| Tower View Wealth Management LLC | 0.00% | Reduce -25.8% | 49 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 46 | $4K |
| Front Row Advisors LLC | 0.00% | No change | 35 | $3K |
| Archer Investment Corp | 0.00% | No change | 32 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 30 | $2K |
| Howe & Rusling Inc. | 0.00% | No change | 24 | $2K |
| RMG Wealth Management LLC | 0.00% | — | 22 | $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 |
| Hurley Capital, LLC | 0.00% | New | 13 | $1K |
| Armor Investment Advisors, LLC | 0.00% | No change | 10 | $798 |
| BNP Paribas Financial Markets | 0.00% | Reduce -60.0% | 10 | $798 |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 9 | $718 |
| Golden State Wealth Management, LLC | 0.00% | No change | 9 | $718 |
| Alerus Financial NA | 0.00% | New | 8 | $638 |
| Highline Wealth Partners LLC | 0.00% | New | 5 | $399 |
| Parallel Advisors, LLC | 0.00% | New | 2 | $160 |
| Global Trust Asset Management, LLC | 0.00% | No change | 1 | $52 |
"% 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.