SS SPDR S&P 600 SC Val ETFSLYVETF
13F holders, Q3 2025 (September 30)561holders +11
53new positions
39sold out
3famous investors
$88.63avg. 13F price*
At the end of Q3 2025, 561 institutions reported holding SS SPDR S&P 600 SC Val ETF (SLYV) in their 13F filings, up 11 from Q2 2025. 53 opened new positions and 39 sold out. The largest holders were LPL Financial LLC ($488.7M), Bank of America Corp. ($201.5M) and Financial Engines Advisors L.L.C. ($105.9M). 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 (Q3 2025)
- CUSIP
- 78464A300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $82.3M |
| Exits | 39 | $20.4M |
All 13F filers, Q2 2025 → Q3 2025: 1,907,907 shares bought and 1,631,820 shares sold, net +276,087 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| LPL Financial LLC | 0.14% | Add +3.8% | 5,512,449 | $488.7M |
| Bank of America Corp. | 0.02% | Add +4.5% | 2,273,012 | $201.5M |
| Financial Engines Advisors L.L.C. | 0.20% | Reduce -13.1% | 1,194,647 | $105.9M |
| Cannon Financial Strategists, Inc. | 12.61% | Add +4.3% | 994,143 | $88.1M |
| Goelzer Investment Management, Inc. | 4.13% | Reduce -0.8% | 878,567 | $77.9M |
| NorthRock Partners, LLC | 1.26% | Reduce -0.1% | 788,199 | $69.9M |
| Ameriprise Financial Inc. | 0.01% | Add +3.0% | 693,161 | $61.5M |
| HighTower Advisors, LLC | 0.06% | Reduce -24.9% | 590,433 | $52.3M |
| Creative Planning | 0.03% | Add +25.2% | 476,621 | $42.3M |
| Morgan Stanley | 0.00% | Add +2.6% | 453,559 | $40.2M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -9.0% | 424,070 | $37.5M |
| Morningstar Investment Management LLC | 1.31% | New | 400,624 | $35.5M |
| Osaic Holdings, Inc. | 0.05% | Add +51.9% | 370,219 | $32.5M |
| Rodgers & Associates, LTD | 3.05% | Reduce -0.8% | 333,944 | $29.6M |
| Equitable Holdings, Inc. | 0.21% | Reduce -0.8% | 324,530 | $28.8M |
| Fragasso Financial Advisors Inc | 1.76% | Add +1.3% | 313,321 | $28.2M |
| Cerity Partners LLC | 0.04% | Reduce -3.0% | 296,474 | $26.3M |
| Brandywine Oak Private Wealth LLC | 2.21% | Add +0.4% | 286,569 | $25.4M |
| Klingman & Associates, LLC | 1.26% | Reduce -0.7% | 282,377 | $25.0M |
| Evensky & Katz LLC | 1.44% | Reduce -3.7% | 279,131 | $24.7M |
| Dean, Jacobson Financial Services, LLC | 17.83% | New | 276,773 | $24.5M |
| Focus Partners Wealth | 0.04% | Reduce -1.9% | 273,681 | $24.3M |
| American Financial Advisors, LLC | 3.05% | Add +5.1% | 267,000 | $23.7M |
| Wells Fargo & Company | 0.00% | Add +9.9% | 253,050 | $22.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -16.4% | 221,521 | $19.6M |
| Convergence Financial, LLC | 2.82% | Add +4.5% | 211,659 | $18.8M |
| Canandaigua National Bank & Trust Co. | 1.61% | Reduce -2.3% | 206,200 | $18.3M |
| First National Trust Co | 0.62% | Add +3.7% | 205,379 | $18.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -4.5% | 196,821 | $17.4M |
| Avantax Planning Partners, Inc. | 0.50% | Reduce -2.7% | 196,682 | $17.4M |
| Key Financial Inc | 3.10% | Add +0.0% | 187,938 | $16.8M |
| Wrenne Financial Planning LLC | 7.11% | Add +3.4% | 187,488 | $16.6M |
| Pure Portfolios Holdings LLC | 5.10% | Add +1.8% | 184,012 | $16.3M |
| GHP Investment Advisors, Inc. | 0.67% | Add +0.8% | 178,809 | $15.9M |
| Tiaa Trust, National Association | 0.04% | Add +2.2% | 173,755 | $15.4M |
| UBS Group AG | 0.00% | Add +0.9% | 172,556 | $15.3M |
| Financial Strategies Group, Inc. | 2.89% | Add +3.0% | 171,548 | $15.2M |
| FAS Wealth Partners, Inc. | 1.02% | Add +5.1% | 169,137 | $15.0M |
| One Day In July LLC | 1.25% | Add +17.4% | 166,929 | $14.8M |
| Sage Financial Group Inc. | 0.96% | Add +0.4% | 158,520 | $14.1M |
| Lutz Financial Services LLC | 0.93% | Reduce -2.1% | 144,379 | $12.8M |
| Optimist Retirement Group LLC | 5.66% | Add +0.5% | 141,321 | $12.5M |
| WCG Wealth Advisors LLC | 0.73% | Reduce -9.7% | 131,946 | $11.7M |
| BIP Wealth, LLC | 0.58% | Reduce -5.8% | 131,609 | $11.7M |
| IHT Wealth Management, LLC | 0.29% | Reduce -0.2% | 130,416 | $11.6M |
| Cwm, LLC | 0.03% | Reduce -13.2% | 128,293 | $11.4M |
| Raymond James Financial Inc. | 0.00% | Add +43.2% | 126,584 | $11.2M |
| Perritt Capital Management Inc | 5.31% | Add +0.8% | 126,526 | $11.2M |
| Triangle Securities Wealth Management | 2.48% | Add +0.4% | 123,384 | $10.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.8% | 120,345 | $10.7M |
| CarsonAllaria Wealth Management, Ltd. | 5.40% | Add +6.2% | 117,096 | $10.4M |
| Balanced Wealth Group LLC | 4.55% | Reduce -0.4% | 126,589 | $10.4M |
| Asset Dedication, LLC | 0.69% | Reduce -1.9% | 116,589 | $10.3M |
| Baird Financial Group, Inc. | 0.02% | Add +1.9% | 114,825 | $10.2M |
| KWB Wealth | 1.11% | Reduce -11.3% | 126,115 | $10.1M |
| Geneos Wealth Management Inc. | 0.25% | Reduce -0.6% | 109,440 | $9.7M |
| Symphony Financial, Ltd. Co. | 1.09% | Add +1.0% | 101,471 | $9.0M |
| Rockbridge Investment Management, LCC | 0.88% | Reduce -4.7% | 100,623 | $8.9M |
| LPWM LLC | 2.32% | Add +1.0% | 98,199 | $8.7M |
| Mariner, LLC | 0.01% | Reduce -9.3% | 98,134 | $8.7M |
| Modera Wealth Management, LLC | 0.10% | Reduce -1.0% | 93,943 | $8.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.1% | 92,526 | $8.2M |
| Cetera Investment Advisers | 0.01% | Add +11.8% | 92,004 | $8.2M |
| Nwam LLC | 0.44% | Add +0.3% | 91,598 | $8.1M |
| Diversified Enterprises, LLC | 0.53% | Add +2.3% | 88,070 | $7.8M |
| Jones Financial Companies LLLP | 0.01% | Add +12.8% | 86,868 | $7.7M |
| Mather Group, Llc. | 0.08% | Reduce -1.6% | 86,248 | $7.6M |
| Private Advisor Group, LLC | 0.04% | Reduce -0.7% | 83,927 | $7.4M |
| MML Investors Services, LLC | 0.02% | Add +3.8% | 82,329 | $7.3M |
| Cambridge Financial Group, LLC | 2.34% | Reduce -0.0% | 81,960 | $7.3M |
| Capasso Planning Partners LLC | 4.49% | Add +5.0% | 81,208 | $7.2M |
| Avior Wealth Management, LLC | 0.23% | Reduce -8.3% | 81,222 | $7.2M |
| Citadel Advisors | 0.01% | Add +87.0% | 80,489 | $7.1M |
| Trilogy Capital Inc. | 0.31% | Reduce -6.1% | 74,675 | $6.6M |
| Roberts Financial Services LLC | 2.10% | Reduce -45.3% | 73,376 | $6.5M |
| Stevens Capital Partners | 1.85% | Add +19.5% | 69,806 | $6.2M |
| WealthShield Partners, LLC | 0.70% | Reduce -5.9% | 69,728 | $6.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.0% | 69,152 | $6.1M |
| Aire Advisors, LLC | 1.11% | Reduce -0.3% | 69,066 | $6.1M |
| Signature Estate & Investment Advisors LLC | 0.13% | Reduce -1.8% | 67,511 | $6.0M |
| Ritholtz Wealth Management | 0.12% | Reduce -1.1% | 66,788 | $5.9M |
| Northwest Wealth Management, LLC | 0.96% | Reduce -1.9% | 65,715 | $5.8M |
| Cornerstone Advisors Asset Management, LLC | 1.01% | Add +9.7% | 65,033 | $5.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -16.9% | 64,026 | $5.7M |
| Palisades Hudson Asset Management, L.P. | 2.05% | Add +1.4% | 63,612 | $5.6M |
| McAdam, LLC | 0.27% | Reduce -2.6% | 62,148 | $5.5M |
| Waller Financial Planning Group, Inc. | 1.24% | Add +1.1% | 60,722 | $5.4M |
| Melone Private Wealth, LLC | 2.36% | Add +3.5% | 58,795 | $5.2M |
| Corient Private Wealth LP | 0.01% | Reduce -3.4% | 57,358 | $5.1M |
| Kingsview Wealth Management, LLC | 0.08% | Add +0.2% | 55,865 | $5.0M |
| N.E.W. Advisory Services LLC | 0.44% | Reduce -4.8% | 55,079 | $4.9M |
| Salomon & Ludwin, LLC | 0.44% | Reduce -0.6% | 53,890 | $4.9M |
| Probity Advisors, Inc. | 0.78% | Add +1.7% | 54,525 | $4.8M |
| Interactive Financial Advisors, Inc. | 2.61% | Reduce -2.9% | 54,482 | $4.8M |
| Midwest Trust Co | 0.06% | Reduce -28.6% | 54,249 | $4.8M |
| Blue Barn Wealth, LLC | 2.09% | Add +5.1% | 53,699 | $4.8M |
| Truist Financial Corp. | 0.01% | Reduce -2.3% | 53,673 | $4.8M |
| Marathon Mission, Inc. | 2.84% | Reduce -0.5% | 53,634 | $4.8M |
| Royal Bank of Canada | 0.00% | Reduce -9.4% | 53,335 | $4.7M |
| Calton & Associates, Inc. | 0.70% | Add +15.9% | 52,943 | $4.7M |
| Strategies Wealth Advisors, LLC | 0.47% | Reduce -9.9% | 50,976 | $4.5M |
| Councilor Wealth, LLC | 2.07% | Reduce -1.0% | 50,316 | $4.5M |
| Facet Wealth, Inc. | 0.09% | Reduce -3.7% | 49,972 | $4.4M |
| Moneco Advisors, LLC | 0.35% | Add +29.3% | 47,940 | $4.2M |
| New Hampshire Trust | 0.80% | Reduce -10.5% | 46,936 | $4.2M |
| Marotta Asset Management | 0.78% | Reduce -3.3% | 46,632 | $4.2M |
| Waverly Advisors, LLC | 0.04% | Reduce -6.8% | 46,020 | $4.1M |
| TAGStone Capital, Inc. | 1.56% | Add +0.1% | 44,317 | $3.9M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -36.5% | 44,184 | $3.9M |
| Captrust Financial Advisors | 0.01% | Reduce -10.5% | 42,561 | $3.8M |
| Krilogy Financial LLC | 0.14% | Reduce -5.0% | 42,080 | $3.7M |
| GTS Securities LLC | 0.14% | Reduce -6.5% | 41,902 | $3.7M |
| Total Wealth Planning, LLC | 0.40% | Reduce -4.3% | 39,271 | $3.5M |
| Balance Wealth Partners LLC | 0.84% | New | 38,591 | $3.4M |
| Chicago Partners Investment Group LLC | 0.09% | Add +1.2% | 37,818 | $3.4M |
| Bailard, Inc. | 0.07% | Add +1.6% | 37,773 | $3.3M |
| Stratos Wealth Partners, LTD. | 0.04% | New | 37,343 | $3.3M |
| Savant Capital, LLC | 0.02% | Add +0.2% | 36,964 | $3.3M |
| Prestige Wealth Management Group LLC | 0.61% | Reduce -2.1% | 35,679 | $3.2M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -3.6% | 35,661 | $3.2M |
| Financial Guidance Group, Inc. | 1.41% | Reduce -3.4% | 35,466 | $3.1M |
| Larson Financial Group LLC | 0.11% | Reduce -2.6% | 34,685 | $3.1M |
| Dakota Wealth Management | 0.06% | Reduce -8.5% | 34,375 | $3.0M |
| Tortoise Investment Management, LLC | 0.27% | Reduce -1.0% | 33,868 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Add +0.0% | 33,815 | $3.0M |
| Tradition Wealth Management, LLC | 0.22% | Reduce -0.5% | 33,594 | $3.0M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +2.0% | 33,486 | $3.0M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -67.1% | 33,463 | $3.0M |
| Perennial Investment Advisors, LLC | 0.24% | Reduce -9.2% | 33,393 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +28.2% | 33,066 | $2.9M |
| Canandaigua National Trust Co of Florida | 2.30% | Reduce -6.9% | 32,727 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -9.8% | 31,833 | $2.8M |
| Partners in Financial Planning | 0.48% | Add +0.4% | 31,249 | $2.8M |
| Meredith Wealth Planning | 0.86% | Add +0.5% | 30,555 | $2.7M |
| Collective Family Office LLC | 0.64% | No change | 29,968 | $2.7M |
| Benjamin Edwards Inc. | 0.03% | Reduce -11.8% | 29,453 | $2.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.2% | 29,221 | $2.6M |
| Royce & Associates LP | 0.02% | New | 27,887 | $2.5M |
| Brookstone Capital Management | 0.03% | Add +3.9% | 26,555 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +0.7% | 26,474 | $2.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.83% | Reduce -1.9% | 25,680 | $2.3M |
| My Personal CFO, LLC | 0.87% | New | 25,275 | $2.2M |
| Foundation Wealth Management, LLC\PA | 0.87% | Reduce -10.5% | 25,275 | $2.2M |
| Mutual Advisors, LLC | 0.05% | Reduce -2.3% | 24,666 | $2.2M |
| AQR Capital Management | 0.00% | Add +83.4% | 24,887 | $2.2M |
| Fifth Third Securities, Inc. | 0.15% | Add +1.9% | 24,392 | $2.2M |
| CM Wealth Advisors LLC | 0.57% | No change | 24,181 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +24.0% | 24,177 | $2.1M |
| Diversify Wealth Management, LLC | 0.12% | Reduce -2.4% | 23,965 | $2.1M |
| Indie Asset Partners, LLC | 2.80% | Reduce -7.7% | 23,702 | $2.1M |
| Two Sigma Investments, LP | 0.00% | New | 23,652 | $2.1M |
| IFG Advisory, LLC | 0.09% | Add +7.8% | 23,210 | $2.1M |
| MAI Capital Management | 0.01% | Reduce -2.4% | 22,921 | $2.0M |
| Pacific Sun Financial Corp | 0.98% | Reduce -3.6% | 22,846 | $2.0M |
| Focus Financial Network, Inc. | 0.07% | Reduce -3.5% | 22,612 | $2.0M |
| Valmark Advisers, Inc. | 0.03% | Add +47.5% | 22,532 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.5% | 22,464 | $2.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.20% | Reduce -0.9% | 22,125 | $2.0M |
| Ignite Planners, LLC | 0.32% | Reduce -0.1% | 21,886 | $1.9M |
| Brady Martz Wealth Solutions, LLC | 0.35% | Reduce -3.3% | 21,727 | $1.9M |
| Global Retirement Partners, LLC | 0.04% | Reduce -3.0% | 21,575 | $1.9M |
| Perigon Wealth Management, LLC | 0.04% | Add +1.9% | 21,515 | $1.9M |
| Kassira Wealth Management LLC | 1.83% | — | 21,461 | $1.9M |
| Inspirion Wealth Advisors, LLC | 0.27% | Add +3.6% | 21,876 | $1.9M |
| UNIVEST FINANCIAL Corp | 0.10% | Add +11.6% | 21,155 | $1.9M |
| Summit Wealth Group LLC / Co. | 0.20% | Reduce -78.3% | 7,295 | $1.9M |
| Simon Quick Advisors, LLC | 0.08% | Reduce -2.4% | 20,992 | $1.9M |
| Signet Financial Management, LLC | 0.21% | Reduce -2.6% | 20,508 | $1.8M |
| Sensible Money, LLC | 0.62% | Reduce -0.1% | 20,486 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +2.4% | 20,406 | $1.8M |
| Payne Capital Management, LLC | 0.58% | Add +15.5% | 20,307 | $1.8M |
| Assetmark, Inc. | 0.00% | Add +0.2% | 20,307 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -0.8% | 19,558 | $1.7M |
| Trueblood Wealth Management, LLC | 0.66% | Add +2.1% | 19,059 | $1.7M |
| Opus Capital Group, LLC | 0.19% | Reduce -1.3% | 18,859 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.5% | 18,637 | $1.7M |
| Courage Miller Partners, LLC | 0.49% | Add +0.4% | 18,335 | $1.6M |
| Diversified Trust Co. | 0.03% | No change | 18,053 | $1.6M |
| Parkside Financial Bank & Trust | 0.12% | Reduce -1.5% | 17,974 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +17.8% | 17,967 | $1.6M |
| Grey Fox Wealth Advisors, LLC | 0.32% | Add +2.1% | 17,927 | $1.6M |
| CoreCap Advisors, LLC | 0.06% | Add +0.4% | 17,623 | $1.6M |
| Eclectic Associates Inc. | 0.28% | Reduce -4.3% | 17,030 | $1.5M |
| ERn Financial, LLC | 0.30% | Reduce -24.6% | 17,018 | $1.5M |
| FMR LLC | 0.00% | Add +41.5% | 16,713 | $1.5M |
| Laraway Financial Advisors Inc | 1.01% | Add +0.6% | 16,669 | $1.5M |
| Townsquare Capital LLC | 0.22% | Reduce -15.0% | 16,096 | $1.4M |
| Paragon Capital Management Ltd | 0.27% | Reduce -1.0% | 15,982 | $1.4M |
| Oakwell Private Wealth Management, LLC | 0.28% | Reduce -0.7% | 15,652 | $1.4M |
| Motive Wealth Advisors | 0.59% | Add +3.9% | 15,542 | $1.4M |
| LTG Capital LLC | 1.06% | Reduce -11.1% | 15,217 | $1.3M |
| Avant Financial Advisors LLC | 1.00% | No change | 14,916 | $1.3M |
| Founders Grove Wealth Partners, LLC | 0.31% | Reduce -1.2% | 14,906 | $1.3M |
| Bill Few Associates, Inc. | 0.34% | Reduce -0.4% | 14,803 | $1.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.15% | Reduce -3.0% | 14,732 | $1.3M |
| Meridian Financial Advisors, LLC | 0.73% | Reduce -3.9% | 14,557 | $1.3M |
| Altfest L J & Co. Inc. | 0.14% | Add +0.9% | 14,420 | $1.3M |
| Asset Planning Corporation | 0.59% | Add +0.2% | 14,044 | $1.2M |
| Kendall Capital Management | 0.28% | No change | 14,000 | $1.2M |
| Liberty Capital Management, Inc. | 0.23% | No change | 14,000 | $1.2M |
| Lodestar Private Asset Management LLC | 0.13% | Reduce -6.9% | 13,886 | $1.2M |
| Kelly Financial Group LLC | 0.32% | Reduce -16.1% | 13,792 | $1.2M |
| American Investment Services, Inc. | 0.29% | No change | 13,603 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +122.3% | 13,125 | $1.2M |
| Acorn Financial Advisory Services Inc. | 0.18% | No change | 13,115 | $1.2M |
| Graney & King, LLC | 0.80% | Reduce -91.4% | 13,103 | $1.2M |
| Redwood Investment Management, LLC | 0.13% | Reduce -89.9% | 13,062 | $1.2M |
| Diligent Investors, LLC | 0.29% | Reduce -33.5% | 13,053 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +129.2% | 12,975 | $1.2M |
| Firestone Capital Management | 0.25% | Add +0.4% | 12,810 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.4% | 12,519 | $1.1M |
| Occidental Asset Management, LLC | 0.14% | Add +1.4% | 12,418 | $1.1M |
| Texas Yale Capital Corp. | 0.03% | Reduce -5.6% | 12,395 | $1.1M |
| Inman Jager Wealth Management, LLC | 0.70% | Add +1.1% | 12,387 | $1.1M |
| Private Wealth Management Group, LLC | 0.30% | Reduce -3.6% | 12,371 | $1.1M |
| Invera Wealth Advisors, LLC | 0.66% | Reduce -0.3% | 12,126 | $1.1M |
| American Financial & Tax Strategies Inc. | 0.53% | Reduce -2.4% | 12,029 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.73% | Reduce -0.0% | 12,012 | $1.1M |
| Connecticut Wealth Management, LLC | 0.05% | Reduce -20.9% | 11,834 | $1.0M |
| Hardin Capital Partners, LLC | 0.56% | Add +0.2% | 11,721 | $1.0M |
| Burney Co./ | 0.03% | Reduce -36.4% | 11,719 | $1.0M |
| Financial Advisors Network, Inc. | 0.15% | Reduce -4.6% | 11,620 | $1.0M |
| Highland Financial Advisors, LLC | 0.28% | Reduce -1.3% | 11,117 | $986K |
| GFS Advisors, LLC | 0.13% | Reduce -0.9% | 11,105 | $984K |
| Quent Capital, LLC | 0.08% | Reduce -0.8% | 11,003 | $975K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -8.5% | 10,754 | $953K |
| Advisory Services Network, LLC | 0.01% | Add +6.1% | 10,713 | $950K |
| Merit Financial Group, LLC | 0.01% | Reduce -23.0% | 10,618 | $941K |
| Keystone Financial Group | 0.07% | Add +6.8% | 10,543 | $935K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -5.8% | 10,389 | $921K |
| Comerica Bank | 0.00% | Reduce -2.6% | 10,306 | $914K |
| Centaurus Financial, Inc. | 0.04% | Add +0.4% | 10,286 | $912K |
| Deutsche Bank AG | 0.00% | No change | 10,156 | $900K |
| M&T Bank Corp | 0.00% | Reduce -8.0% | 10,136 | $899K |
| One Capital Management, LLC | 0.03% | Reduce -2.0% | 10,057 | $892K |
| Freedom Investment Management, Inc. | 0.23% | Reduce -51.6% | 9,965 | $883K |
| Carter Financial Group, INC. | 0.53% | Reduce -14.1% | 9,876 | $875K |
| McMill Wealth Management | 0.25% | Reduce -0.5% | 9,831 | $872K |
| Valley Wealth Managers, Inc. | 0.06% | Reduce -6.2% | 9,762 | $865K |
| Beckerman Institutional, LLC | 0.51% | Reduce -0.1% | 9,679 | $858K |
| OneAscent Family Office, LLC | 0.70% | Add +1.0% | 9,671 | $857K |
| Betterment LLC | 0.00% | Reduce -0.3% | 9,654 | $856K |
| AlphaStar Capital Management, LLC | 0.07% | Add +4.3% | 9,605 | $851K |
| Composition Wealth, LLC | 0.01% | Reduce -1.8% | 9,588 | $850K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +3.6% | 9,246 | $820K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +186.3% | 9,232 | $818K |
| IAG Wealth Partners, LLC | 0.10% | Add +0.3% | 9,188 | $815K |
| Fiduciary Alliance LLC | 0.05% | Add +1.8% | 9,184 | $814K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.4% | 9,099 | $807K |
| Private Trust Co. NA | 0.07% | Add +16.5% | 8,961 | $794K |
| Western Wealth Management, LLC | 0.04% | Reduce -5.0% | 8,850 | $785K |
| Capital Squared Financial LLC | 0.68% | Reduce -6.0% | 8,812 | $781K |
| 4WEALTH Advisors, Inc. | 0.71% | Add +6.8% | 8,670 | $769K |
| Quantinno Capital Management LP | 0.00% | Add +231.0% | 8,627 | $765K |
| Independent Financial Group, LLC | 0.02% | Add +3.1% | 8,468 | $751K |
| Principal Securities, Inc. | 0.01% | Add +11.7% | 8,465 | $750K |
| Everhart Financial Group, Inc. | 0.07% | Reduce -9.7% | 8,333 | $739K |
| JNBA Financial Advisors | 0.07% | Reduce -6.9% | 8,311 | $737K |
| Cary Street Partners Investment Advisory LLC | 0.31% | Add +1.2% | 8,241 | $731K |
| QRG Capital Management, Inc. | 0.01% | New | 8,219 | $729K |
| LexAurum Advisors, LLC | 0.10% | Reduce -0.7% | 8,159 | $723K |
| YANKCOM Partnership | 0.33% | No change | 8,158 | $723K |
| Diversified Investment Strategies, LLC | 0.47% | Reduce -3.5% | 8,157 | $723K |
| Red Tortoise LLC | 0.32% | Add +0.2% | 8,133 | $721K |
| Pinnacle Holdings, LLC | 0.28% | Add +0.4% | 8,105 | $718K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -13.7% | 8,092 | $717K |
| Atlas Brown,Inc. | 0.21% | Reduce -2.5% | 7,990 | $708K |
| Ameritas Advisory Services, LLC | 0.04% | Add +9.3% | 7,730 | $685K |
| Commonwealth Financial Services, LLC | 0.12% | Reduce -9.8% | 7,702 | $683K |
| Taylor & Morgan Wealth Management, LLC | 0.41% | Reduce -1.3% | 7,457 | $661K |
| Equita Financial Network, Inc. | 0.22% | Reduce -19.0% | 7,453 | $661K |
| Accredited Investors Inc. | 0.04% | Reduce -0.8% | 7,376 | $654K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -26.2% | 7,329 | $650K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -15.3% | 7,271 | $647K |
| Root Financial Partners, LLC | 0.04% | New | 7,297 | $647K |
| Engineers Gate Manager LP | 0.01% | Reduce -5.7% | 7,257 | $643K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.20% | Reduce -31.1% | 7,097 | $629K |
| Vestia Personal Wealth Advisors | 0.33% | Reduce -0.1% | 7,051 | $625K |
| Compass Ion Advisors, LLC | 0.06% | Add +15.0% | 6,882 | $610K |
| Montz Harcus Wealth Management LLC | 0.26% | Add +0.3% | 6,792 | $602K |
| Park Avenue Securities LLC | 0.00% | Add +12.1% | 6,789 | $602K |
| Clarity Wealth Development LLC | 0.54% | Reduce -4.3% | 6,636 | $599K |
| Stifel Financial Corp. | 0.00% | Add +18.5% | 6,687 | $593K |
| Portside Wealth Group, LLC | 0.08% | Add +3.8% | 6,685 | $593K |
| Insight Advisors, LLC/ PA | 0.09% | Add +2.8% | 6,664 | $591K |
| Eldridge Investment Advisors, Inc. | 0.13% | Reduce -69.0% | 6,654 | $590K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -5.0% | 6,637 | $588K |
| Redwood Park Advisors LLC | 0.43% | Reduce -4.0% | 6,553 | $581K |
| CogentBlue Wealth Advisors, LLC | 0.40% | Reduce -2.7% | 6,550 | $581K |
| Financial Enhancement Group LLC | 0.08% | Add +0.5% | 6,503 | $579K |
| G2 Capital Management, LLC / Oh | 0.15% | Reduce -8.4% | 6,529 | $579K |
| Florida Financial Advisors, LLC | 0.18% | Reduce -61.8% | 6,525 | $579K |
| US Bancorp \de | 0.00% | Add +0.6% | 6,385 | $566K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -2.4% | 6,376 | $565K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -3.2% | 6,321 | $560K |
| CWA Asset Management Group, LLC | 0.02% | Add +2.6% | 6,279 | $557K |
| Rockefeller Capital Management L.P. | 0.00% | New | 6,226 | $552K |
| Smart Portfolios, LLC | 0.53% | Reduce -0.6% | 6,202 | $550K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -73.2% | 6,194 | $549K |
| Rialto Wealth Management, LLC | 0.14% | Reduce -76.4% | 6,052 | $537K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.4% | 6,000 | $532K |
| Seaside Wealth Management, Inc. | 0.16% | Reduce -0.6% | 5,945 | $527K |
| Denver Wealth Management, Inc. | 0.19% | Reduce -3.0% | 5,869 | $520K |
| Brown Advisory Inc. | 0.00% | Add +4.4% | 5,823 | $516K |
| HRT Financial LP | 0.00% | Add +84.2% | 5,828 | $516K |
| Ground Swell Capital, LLC | 1.11% | New | 5,691 | $505K |
| Advance Capital Management, Inc. | 0.02% | Reduce -43.1% | 5,676 | $503K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -2.4% | 5,604 | $497K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.5% | 5,592 | $496K |
| Duncker Streett & Co. Inc. | 0.09% | Add +0.1% | 5,538 | $491K |
| Waldron Private Wealth LLC | 0.02% | No change | 5,524 | $490K |
| Richwood Investment Advisors, LLC | 0.38% | Reduce -0.7% | 5,516 | $489K |
| Glenview Trust Co | 0.01% | No change | 5,515 | $489K |
| Allworth Financial LP | 0.00% | Reduce -3.0% | 5,492 | $487K |
| Marble Harbor Investment Counsel, LLC | 0.05% | No change | 5,450 | $483K |
| Howard Financial Services, LTD. | 0.06% | Reduce -0.6% | 5,391 | $478K |
| Weinberger Asset Management, Inc | 0.17% | Reduce -0.3% | 5,363 | $475K |
| Traction Financial Partners, LLC | 0.29% | Add +3.2% | 5,341 | $473K |
| Choreo, LLC | 0.01% | Add +1.7% | 5,284 | $468K |
| Apeiron RIA LLC | 0.10% | Reduce -6.4% | 5,367 | $466K |
| Freestone Capital Holdings, LLC | 0.01% | New | 5,247 | $465K |
| PFG Private Wealth Management, LLC | 0.21% | New | 5,220 | $463K |
| Integrity Wealth Solutions LLC | 0.21% | Add +0.5% | 5,220 | $463K |
| WealthPLAN Partners, LLC | 0.07% | Add +2.5% | 5,119 | $454K |
| CGN Advisors LLC | 0.04% | Reduce -10.5% | 5,028 | $446K |
| Wealth Advisors Northwest LLC | 0.21% | Reduce -0.9% | 4,946 | $438K |
| BlackRock, Inc. | 0.00% | No change | 4,937 | $438K |
| Addis & Hill, Inc | 0.27% | Reduce -2.8% | 4,899 | $437K |
| Anson Capital, Inc. | 0.33% | No change | 4,919 | $436K |
| Compound Planning, Inc. | 0.01% | Add +2.2% | 4,890 | $434K |
| SilverOak Wealth Management LLC | 0.07% | No change | 4,829 | $428K |
| Independent Advisor Alliance | 0.01% | Reduce -2.1% | 4,810 | $426K |
| Ieq Capital, LLC | 0.00% | No change | 4,809 | $426K |
| Austin Wealth Management, LLC | 0.07% | Reduce -11.2% | 4,710 | $418K |
| One Degree Advisors Inc | 0.13% | No change | 4,708 | $417K |
| New England Capital Financial Advisors LLC | 0.18% | Add +0.2% | 4,692 | $416K |
| Intrua Financial, LLC | 0.05% | New | 4,561 | $404K |
| GWN Securities Inc. | 0.09% | Reduce -42.4% | 4,448 | $398K |
| IFS Group,LLC | 0.35% | — | 4,459 | $398K |
| Millennium Management | 0.00% | Reduce -5.7% | 4,448 | $394K |
| Tranquility Partners, LLC | 0.13% | New | 4,415 | $391K |
| Fairscale Capital, LLC | 0.27% | No change | 4,399 | $390K |
| HUB Investment Partners, LLC | 0.01% | Add +0.5% | 4,335 | $384K |
| Cornerstone Advisory, LLC | 0.04% | Reduce -2.6% | 4,261 | $378K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -5.4% | 4,221 | $376K |
| Market Street Wealth Management Advisors LLC | 0.06% | Add +0.3% | 4,221 | $374K |
| Marquette Asset Management, LLC | 0.06% | Reduce -0.7% | 4,210 | $373K |
| Intelligence Driven Advisers, LLC | 0.05% | No change | 4,167 | $369K |
| Summit Financial, LLC | 0.01% | Add +2.1% | 4,143 | $367K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 4,116 | $365K |
| Wealth Management Nebraska | 0.04% | Reduce -1.9% | 4,096 | $363K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.5% | 4,019 | $356K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 4,001 | $355K |
| Blair William & Co. | 0.00% | Reduce -11.5% | 3,969 | $352K |
| Argent Trust Co | 0.01% | No change | 3,954 | $351K |
| Sovran Advisors, LLC | 0.03% | Reduce -5.7% | 3,957 | $349K |
| Topsail Wealth Management, LLC | 0.06% | Add +5.6% | 3,933 | $349K |
| Crescent Sterling, Ltd. | 0.37% | Add +0.4% | 3,920 | $348K |
| Creekside Partners | 0.15% | Add +0.0% | 3,918 | $347K |
| Bangor Savings Bank | 0.03% | No change | 3,910 | $347K |
| Morton Brown Family Wealth, LLC | 0.10% | Reduce -0.2% | 3,895 | $345K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 3,877 | $344K |
| Friday Financial | 0.14% | No change | 3,867 | $343K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -1.7% | 3,791 | $336K |
| Integrated Advisors Network LLC | 0.01% | Reduce -7.5% | 3,788 | $336K |
| Snider Financial Group | 0.09% | Reduce -2.8% | 3,717 | $330K |
| Sigma Planning Corp | 0.01% | Add +0.5% | 3,647 | $323K |
| Seed Wealth Management, Inc. | 0.22% | Reduce -48.0% | 3,580 | $317K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.6% | 3,546 | $314K |
| Tobias Financial Advisors, Inc. | 0.05% | No change | 3,537 | $314K |
| Leslie Global Wealth, LLC | 0.15% | Reduce -2.0% | 3,528 | $313K |
| Equity Wealth Partners, LLC | 0.25% | — | 3,485 | $309K |
| Visionary Wealth Advisors | 0.01% | Reduce -1.5% | 3,469 | $308K |
| XY Planning Network, Inc. | 0.10% | No change | 3,660 | $292K |
| Armbruster Capital Management, Inc. | 0.05% | No change | 3,256 | $289K |
| Pacifica Partners Inc. | 0.10% | No change | 3,231 | $288K |
| Narus Financial Partners, LLC | 0.08% | No change | 3,250 | $288K |
| Foundations Investment Advisors, LLC | 0.00% | New | 3,217 | $285K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.2% | 3,212 | $285K |
| TBH Global Asset Management, LLC | 0.05% | Reduce -1.5% | 3,171 | $281K |
| Willner & Heller, LLC | 0.21% | Reduce -2.3% | 3,135 | $278K |
| Coordinated Financial Services, Inc. | 0.18% | Add +5.8% | 3,100 | $275K |
| Wrapmanager Inc. | 0.08% | Reduce -63.7% | 3,087 | $274K |
| IFP Advisors, Inc | 0.01% | Add +0.8% | 3,072 | $272K |
| BCGM Wealth Management, LLC | 0.07% | Add +0.5% | 3,069 | $272K |
| Burns Matteson Capital Management, LLC | 0.11% | Reduce -1.0% | 3,046 | $270K |
| Sheets Smith Wealth Management | 0.03% | Add +0.2% | 3,044 | $270K |
| Allred Capital Management, LLC | 0.09% | No change | 3,030 | $269K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -0.6% | 3,017 | $266K |
| Concord Wealth Partners | 0.04% | Reduce -33.3% | 2,988 | $265K |
| Financial Network Wealth Advisors LLC | 0.29% | Reduce -16.4% | 2,967 | $263K |
| 626 Financial, LLC | 0.12% | No change | 2,965 | $263K |
| Wallace Advisory Group, LLC | 0.21% | Reduce -5.2% | 3,263 | $260K |
| Allodium Investment Consultants, LLC | 0.15% | No change | 2,908 | $258K |
| Coastwise Capital Group, LLC | 0.18% | Add +1.0% | 2,907 | $258K |
| Roberts Glore & Co. Inc. | 0.07% | Reduce -1.3% | 2,901 | $257K |
| Associated Banc-Corp | 0.01% | Reduce -22.9% | 2,857 | $253K |
| AE Wealth Management LLC | 0.00% | Add +9.2% | 2,855 | $253K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -4.9% | 2,851 | $253K |
| Avant Capital LLC | 0.18% | Add +0.3% | 2,836 | $251K |
| Nestegg Advisors, Inc. | 0.22% | Add +0.5% | 2,829 | $251K |
| Atlantic Union Bankshares Corp | 0.00% | Add +26.6% | 2,824 | $250K |
| Lido Advisors, LLC | 0.00% | No change | 2,816 | $250K |
| Prospera Financial Services Inc | 0.00% | New | 2,809 | $249K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -0.0% | 2,802 | $248K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 2,800 | $248K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.08% | No change | 2,790 | $247K |
| Paradigm, Strategies in Wealth Management, LLC | 0.16% | Add +0.4% | 2,737 | $243K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.0% | 2,734 | $242K |
| Navalign, LLC | 0.06% | Reduce -6.4% | 2,704 | $240K |
| Center for Financial Planning, Inc. | 0.03% | No change | 2,677 | $237K |
| Pinnacle Bancorp, Inc. | 0.07% | Add +0.1% | 2,675 | $237K |
| Wellspring Financial Advisors, LLC | 0.02% | Reduce -5.0% | 2,663 | $236K |
| Werba Rubin Papier Wealth Management | 0.04% | No change | 2,658 | $236K |
| Team Hewins, LLC | 0.08% | No change | 2,644 | $234K |
| Faithward Advisors, LLC | 0.03% | Reduce -1.9% | 2,630 | $233K |
| Capstone Wealth Management Group, LLC | 0.10% | Reduce -5.8% | 2,628 | $233K |
| Providence Financial Advisors, LLC | 0.22% | — | 2,612 | $232K |
| American Trust | 0.02% | New | 2,607 | $231K |
| Advisor OS, LLC | 0.02% | New | 2,573 | $228K |
| Ballast Advisors LLC | 0.06% | Reduce -4.3% | 2,561 | $227K |
| Cathy Pareto & Associates, Inc. | 0.17% | Reduce -0.1% | 2,537 | $225K |
| MJP Associates Inc. | 0.03% | New | 2,533 | $225K |
| Fiducient Advisors LLC | 0.03% | New | 2,533 | $225K |
| Trust Co. of Vermont | 0.01% | Reduce -3.2% | 2,516 | $223K |
| Evermay Wealth Management LLC | 0.03% | No change | 2,515 | $223K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.0% | 2,514 | $223K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,510 | $223K |
| Jim Saulnier & Associates, LLC | 0.12% | New | 2,507 | $222K |
| Courier Capital LLC | 0.01% | New | 2,503 | $222K |
| Orin Green Financial, LLC | 0.09% | New | 2,489 | $221K |
| Novem Group | 0.03% | New | 2,482 | $220K |
| CENTRAL TRUST Co | 0.00% | Reduce -0.8% | 2,398 | $213K |
| Landmark Wealth Management, LLC | 0.08% | Reduce -7.0% | 2,393 | $212K |
| Ballentine Capital Advisors, Inc | 0.09% | Reduce -11.8% | 2,374 | $210K |
| Foster Group, Inc. | 0.01% | New | 2,371 | $210K |
| Tiemann Investment Advisors, LLC | 0.08% | No change | 2,356 | $209K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 2,354 | $209K |
| TFB Advisors LLC | 0.06% | New | 2,320 | $205K |
| Windward Private Wealth Management Inc. | 0.07% | New | 2,302 | $204K |
| Richmond Investment Services, LLC | 0.04% | New | 2,300 | $204K |
| Berger Financial Group, Inc | 0.01% | New | 2,300 | $204K |
| Avestar Capital, LLC | 0.01% | New | 2,296 | $204K |
| Vise Technologies, Inc. | 0.01% | New | 2,266 | $201K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 2,263 | $201K |
| Rockwood Wealth Management, LLC | 0.02% | New | 2,261 | $200K |
| Sachetta, LLC | 0.07% | Add +0.5% | 2,250 | $199K |
| Measured Wealth Private Client Group, LLC | 0.05% | Reduce -12.9% | 2,184 | $194K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +297.8% | 1,989 | $176K |
| Creative Financial Designs Inc. | 0.01% | Reduce -2.6% | 1,911 | $169K |
| Centerpoint Advisors, LLC | 0.05% | No change | 1,844 | $163K |
| Winthrop Capital Management, LLC | 0.04% | Add +0.1% | 1,704 | $151K |
| Harbour Investments, Inc. | 0.00% | Add +116.4% | 1,547 | $137K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,509 | $134K |
| Abound Wealth Management | 0.03% | Add +0.1% | 1,462 | $130K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,435 | $127K |
| Glass Jacobson Investment Advisors llc | 0.04% | No change | 1,381 | $122K |
| Urban Financial Advisory Corp | 0.06% | Add +0.5% | 1,368 | $121K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 1,359 | $120K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +7.5% | 1,268 | $112K |
| Kennebec Savings Bank | 0.10% | Reduce -44.9% | 1,267 | $112K |
| Tradewinds Capital Management, LLC | 0.02% | Reduce -0.6% | 1,242 | $110K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,237 | $110K |
| Grey Ledge Advisors, LLC | 0.02% | Reduce -49.1% | 1,046 | $93K |
| Financial Freedom, LLC | 0.05% | No change | 1,039 | $92K |
| Bogart Wealth, LLC | 0.00% | Reduce -50.0% | 1,001 | $89K |
| Eastern Bank | 0.00% | No change | 1,000 | $89K |
| Smartleaf Asset Management LLC | 0.00% | Add +10.1% | 891 | $79K |
| Fifth Third Bancorp | 0.00% | No change | 836 | $74K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 808 | $72K |
| SouthState Bank Corp | 0.00% | New | 806 | $71K |
| Kathleen S. Wright Associates Inc. | 0.02% | No change | 723 | $64K |
| Hanson & Doremus Investment Management | 0.01% | Add +0.4% | 696 | $62K |
| Collier Financial | 0.05% | — | 696 | $62K |
| GoalVest Advisory LLC | 0.01% | No change | 622 | $55K |
| Sage Mountain Advisors LLC | 0.00% | No change | 565 | $50K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 540 | $48K |
| Copia Wealth Management | 0.03% | Add +35.3% | 514 | $46K |
| Sound Income Strategies, LLC | 0.00% | Reduce -0.7% | 459 | $40K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 411 | $36K |
| Teachers Insurance & Annuity Association of America | 0.04% | No change | 410 | $36K |
| UMB Bank, n.a. | 0.00% | No change | 392 | $35K |
| Founders Financial Alliance, LLC | 0.01% | New | 367 | $33K |
| Sunbelt Securities, Inc. | 0.00% | Add +369.2% | 366 | $32K |
| Glassman Wealth Services | 0.00% | Add +0.3% | 330 | $29K |
| Versant Capital Management, Inc | 0.00% | No change | 318 | $28K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -37.8% | 286 | $25K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.7% | 281 | $25K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 270 | $24K |
| Mma Asset Management LLC | 0.01% | New | 267 | $24K |
| Richardson Capital Management LLC | 0.01% | No change | 264 | $23K |
| Financial Consulate, Inc. | 0.00% | New | 258 | $23K |
| Spire Wealth Management | 0.00% | Reduce -10.7% | 251 | $22K |
| Tucker Asset Management LLC | 0.01% | No change | 247 | $22K |
| Rossby Financial, LCC | 0.01% | Reduce -9.7% | 232 | $21K |
| Cape Investment Advisory, Inc. | 0.02% | Add +0.4% | 232 | $21K |
| Rothschild Investment LLC | 0.00% | No change | 215 | $19K |
| MTM Investment Management, LLC | 0.01% | No change | 195 | $17K |
| Howe & Rusling Inc. | 0.00% | Add +691.7% | 190 | $17K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 186 | $17K |
| Cornerstone Planning Group LLC | 0.00% | New | 120 | $16K |
| Clark Wealth Partners | 0.01% | Reduce -1.6% | 179 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 178 | $16K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 171 | $15K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 170 | $15K |
| Morse Asset Management, Inc | 0.00% | No change | 165 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 163 | $14K |
| Trust Co. of Toledo NA | 0.00% | No change | 158 | $14K |
| Kiker Wealth Management, LLC | 0.01% | No change | 152 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 151 | $13K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 147 | $13K |
| Caitlin John, LLC | 0.01% | New | 142 | $13K |
| Tidemark, LLC | 0.00% | No change | 132 | $12K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | Reduce -52.2% | 130 | $12K |
| Towne Trust Company, N.A | 0.00% | No change | 125 | $11K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 125 | $11K |
| Davis Capital Management | 0.01% | — | 120 | $11K |
| Hughes Financial Services, LLC | 0.00% | No change | 117 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 115 | $10K |
| Operose Advisors LLC | 0.00% | New | 114 | $10K |
| Kozak & Associates, Inc. | 0.00% | No change | 115 | $10K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 109 | $10K |
| Russell Investments Group, Ltd. | 0.00% | Add +65.1% | 104 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 96 | $9K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -96.9% | 89 | $8K |
| TruNorth Capital Management, LLC | 0.00% | No change | 83 | $7K |
| Crewe Advisors LLC | 0.00% | No change | 79 | $7K |
| Lanark Financial, Inc. | 0.00% | No change | 76 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -63.6% | 71 | $6K |
| CX Institutional | 0.00% | New | 67 | $6K |
| Bank of Montreal | 0.00% | Add +24.5% | 66 | $6K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 62 | $5K |
| Phillips Financial Management, LLC | 0.00% | No change | 56 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 54 | $5K |
| Signaturefd, LLC | 0.00% | No change | 51 | $5K |
| Blue Trust, Inc. | 0.00% | No change | 50 | $4K |
| Tower View Wealth Management LLC | 0.00% | No change | 49 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 46 | $4K |
| Front Row Advisors LLC | 0.00% | No change | 35 | $3K |
| Cloud Capital Management, LLC | 0.00% | New | 35 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -91.4% | 33 | $3K |
| Archer Investment Corp | 0.00% | No change | 32 | $3K |
| Valley National Advisers Inc. | 0.00% | New | 27 | $2K |
| RMG Wealth Management 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 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 18 | $2K |
| FWL Investment Management, LLC | 0.00% | No change | 17 | $2K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -50.0% | 15 | $1K |
| Hurley Capital, LLC | 0.00% | No change | 13 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | New | 12 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 9 | $798 |
| Golden State Wealth Management, LLC | 0.00% | No change | 9 | $798 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 7 | $621 |
| Highline Wealth Partners LLC | 0.00% | No change | 5 | $443 |
| Longview Financial Advisors LLC | 0.00% | New | 2 | $178 |
| Manning & Napier Advisors LLC | 0.00% | New | 1 | $127 |
| Painted Porch Advisors LLC | 0.00% | New | 1 | $89 |
| Global Trust Asset Management, LLC | 0.00% | No change | 1 | $58 |
| Wagner Wealth Management, LLC | 0.00% | New | 1 | $46 |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | New | 1 | $45 |
"% 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.