SS SPDR S&P 600 SC Val ETFSLYVETF
13F holders, Q4 2025 (December 31)585holders +24
38new positions
38sold out
3famous investors
$91.08avg. 13F price*
At the end of Q4 2025, 585 institutions reported holding SS SPDR S&P 600 SC Val ETF (SLYV) in their 13F filings, up 24 from Q3 2025. 38 opened new positions and 38 sold out. The largest holders were LPL Financial LLC ($514.3M), Bank of America Corp. ($124.6M) and Financial Engines Advisors L.L.C. ($105.6M). 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 (Q4 2025)
- CUSIP
- 78464A300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $20.1M |
| Exits | 38 | $25.7M |
All 13F filers, Q3 2025 → Q4 2025: 1,159,853 shares bought and 2,344,526 shares sold, net −1,184,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 585 holders
| LPL Financial LLC | 0.14% | Add +2.6% | 5,653,562 | $514.3M |
| Bank of America Corp. | 0.01% | Reduce -39.7% | 1,369,604 | $124.6M |
| Financial Engines Advisors L.L.C. | 0.20% | Reduce -2.9% | 1,160,530 | $105.6M |
| Cannon Financial Strategists, Inc. | 12.67% | Add +0.8% | 1,001,946 | $91.1M |
| Goelzer Investment Management, Inc. | 3.71% | Add +0.1% | 879,145 | $80.0M |
| NorthRock Partners, LLC | 1.20% | Reduce -0.8% | 781,673 | $71.1M |
| Ameriprise Financial Inc. | 0.01% | Add +3.0% | 713,578 | $64.9M |
| HighTower Advisors, LLC | 0.05% | Reduce -8.1% | 542,526 | $49.4M |
| Morgan Stanley | 0.00% | Add +9.9% | 498,532 | $45.4M |
| Creative Planning | 0.03% | Reduce -3.9% | 458,179 | $41.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -5.2% | 401,850 | $38.0M |
| Morningstar Investment Management LLC | 2.08% | Reduce -3.5% | 386,421 | $35.2M |
| WCG Wealth Advisors LLC | 0.94% | Add +180.6% | 370,199 | $33.7M |
| Rodgers & Associates, LTD | 3.08% | Reduce -0.0% | 333,839 | $30.4M |
| Fragasso Financial Advisors Inc | 1.75% | Add +1.4% | 317,717 | $28.9M |
| Equitable Holdings, Inc. | 0.20% | Reduce -2.3% | 317,208 | $28.9M |
| Cerity Partners LLC | 0.04% | Reduce -2.3% | 289,674 | $26.4M |
| Brandywine Oak Private Wealth LLC | 2.20% | Add +0.5% | 287,856 | $26.2M |
| Dean, Jacobson Financial Services, LLC | 16.45% | Add +3.0% | 285,071 | $25.9M |
| Klingman & Associates, LLC | 1.24% | Reduce -0.2% | 281,798 | $25.6M |
| Evensky & Katz LLC | 1.43% | Reduce -0.2% | 278,480 | $25.3M |
| Focus Partners Wealth | 0.03% | Reduce -1.8% | 268,749 | $24.4M |
| OpenArc Corporate Advisory, LLC | 0.39% | — | 257,329 | $23.4M |
| American Financial Advisors, LLC | 3.00% | Reduce -4.3% | 255,638 | $23.3M |
| Wells Fargo & Company | 0.00% | Add +0.1% | 253,181 | $23.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.3% | 216,327 | $19.7M |
| Convergence Financial, LLC | 2.80% | Reduce -0.2% | 211,141 | $19.2M |
| Canandaigua National Bank & Trust Co. | 1.71% | Add +1.5% | 209,249 | $19.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -43.8% | 208,049 | $18.9M |
| First National Trust Co | 0.63% | Add +1.1% | 207,745 | $18.9M |
| Wrenne Financial Planning LLC | 7.27% | Add +4.7% | 196,346 | $17.9M |
| Pure Portfolios Holdings LLC | 5.19% | Add +2.9% | 189,409 | $17.2M |
| Avantax Planning Partners, Inc. | 0.48% | Reduce -4.2% | 188,433 | $17.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.2% | 186,690 | $17.0M |
| One Day In July LLC | 1.38% | Add +10.8% | 184,922 | $16.8M |
| Financial Strategies Group, Inc. | 3.00% | Add +2.0% | 174,945 | $16.6M |
| Key Financial Inc | 3.02% | Reduce -3.3% | 181,670 | $16.5M |
| GHP Investment Advisors, Inc. | 0.67% | Add +0.7% | 180,076 | $16.4M |
| FAS Wealth Partners, Inc. | 1.03% | Add +3.3% | 174,641 | $15.9M |
| Tiaa Trust, National Association | 0.04% | Reduce -7.6% | 160,478 | $14.6M |
| Sage Financial Group Inc. | 0.96% | Add +1.0% | 160,090 | $14.6M |
| UBS Group AG | 0.00% | Reduce -12.6% | 150,823 | $13.7M |
| Lutz Financial Services LLC | 0.89% | Reduce -0.7% | 143,431 | $13.0M |
| Optimist Retirement Group LLC | 5.90% | Add +0.1% | 141,457 | $12.9M |
| Balanced Wealth Group LLC | 4.25% | Add +2.9% | 130,283 | $11.6M |
| Rothschild Wealth LLC | 1.11% | New | 126,913 | $11.5M |
| BIP Wealth, LLC | 0.41% | Reduce -4.0% | 126,344 | $11.5M |
| Triangle Securities Wealth Management | 2.39% | Add +1.2% | 124,815 | $11.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.8% | 122,452 | $11.1M |
| CarsonAllaria Wealth Management, Ltd. | 5.52% | Add +4.5% | 122,319 | $11.1M |
| Baird Financial Group, Inc. | 0.02% | Add +4.1% | 119,509 | $10.9M |
| Geneos Wealth Management Inc. | 0.26% | Add +4.8% | 114,708 | $10.4M |
| Cwm, LLC | 0.03% | Reduce -12.6% | 112,085 | $10.2M |
| Asset Dedication, LLC | 0.67% | Reduce -4.3% | 111,605 | $10.2M |
| Jones Financial Companies LLLP | 0.01% | Add +26.8% | 110,146 | $10.0M |
| N.E.W. Advisory Services LLC | 0.72% | Add +93.5% | 106,587 | $9.7M |
| LPWM LLC | 2.32% | Add +2.8% | 100,943 | $9.2M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +194.3% | 98,476 | $9.0M |
| Mariner, LLC | 0.01% | Reduce -1.4% | 96,723 | $8.8M |
| Rockbridge Investment Management, LCC | 0.82% | Reduce -3.9% | 96,693 | $8.8M |
| Modera Wealth Management, LLC | 0.10% | Reduce -0.6% | 93,384 | $8.5M |
| Cetera Investment Advisers | 0.01% | Add +0.3% | 92,296 | $8.4M |
| Nwam LLC | 0.47% | Reduce -0.9% | 90,799 | $8.4M |
| Capasso Planning Partners LLC | 4.59% | Add +12.9% | 91,720 | $8.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -27.8% | 91,431 | $8.3M |
| Diversified Enterprises, LLC | 0.46% | Reduce -3.1% | 85,324 | $7.8M |
| Mather Group, Llc. | 0.08% | Reduce -3.1% | 83,552 | $7.6M |
| Stevens Capital Partners | 1.97% | Add +18.5% | 82,705 | $7.5M |
| Cambridge Financial Group, LLC | 2.53% | Add +1.1% | 82,904 | $7.3M |
| Avior Wealth Management, LLC | 0.22% | Reduce -6.3% | 76,109 | $6.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.5% | 75,387 | $6.9M |
| Arnold Financial Planning LLC | 7.04% | — | 75,073 | $6.8M |
| Roberts Financial Services LLC | 2.10% | Add +0.2% | 73,518 | $6.7M |
| Trilogy Capital Inc. | 0.29% | Reduce -2.9% | 72,544 | $6.6M |
| Kingsview Wealth Management, LLC | 0.09% | Add +29.1% | 72,135 | $6.6M |
| Symphony Financial, Ltd. Co. | 0.84% | Reduce -32.9% | 68,099 | $6.2M |
| Aire Advisors, LLC | 1.12% | Reduce -2.7% | 67,228 | $6.1M |
| WealthShield Partners, LLC | 0.67% | Reduce -4.5% | 66,601 | $6.1M |
| Ritholtz Wealth Management | 0.11% | Reduce -0.4% | 66,549 | $6.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +3.9% | 66,490 | $6.0M |
| Signature Estate & Investment Advisors LLC | 0.12% | Reduce -2.0% | 66,165 | $6.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.0% | 65,011 | $5.9M |
| Northwest Wealth Management, LLC | 0.92% | Reduce -2.5% | 64,103 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +18.9% | 63,389 | $5.8M |
| Cornerstone Advisors Asset Management, LLC | 0.93% | Reduce -2.9% | 63,149 | $5.7M |
| Palisades Hudson Asset Management, L.P. | 2.18% | Reduce -2.9% | 61,757 | $5.6M |
| IHT Wealth Management, LLC | 0.14% | Reduce -52.8% | 61,542 | $5.6M |
| Private Advisor Group, LLC | 0.03% | Reduce -29.4% | 59,264 | $5.4M |
| McAdam, LLC | 0.25% | Reduce -4.8% | 59,162 | $5.4M |
| Savant Capital, LLC | 0.03% | Add +57.9% | 58,369 | $5.3M |
| Probity Advisors, Inc. | 0.83% | Add +4.2% | 56,814 | $5.2M |
| Corient Private Wealth LP | 0.01% | Reduce -1.5% | 56,522 | $5.2M |
| Salomon & Ludwin, LLC | 0.44% | Reduce -0.9% | 53,392 | $5.0M |
| Midwest Trust Co | 0.06% | Reduce -0.3% | 54,106 | $4.9M |
| MML Investors Services, LLC | 0.01% | Reduce -34.4% | 54,020 | $4.9M |
| Marathon Mission, Inc. | 2.84% | Add +0.6% | 53,928 | $4.9M |
| Calton & Associates, Inc. | 0.69% | Reduce -1.8% | 52,001 | $4.7M |
| Interactive Financial Advisors, Inc. | 3.01% | Reduce -5.9% | 51,255 | $4.7M |
| Hamilton Capital, LLC | 0.23% | — | 51,111 | $4.6M |
| Nvest Wealth Strategies, Inc. | 3.43% | — | 50,927 | $4.6M |
| Strategies Wealth Advisors, LLC | 0.45% | Reduce -3.8% | 49,026 | $4.5M |
| Moneco Advisors, LLC | 0.35% | Add +0.4% | 48,138 | $4.4M |
| Councilor Wealth, LLC | 2.05% | Reduce -5.1% | 47,745 | $4.3M |
| New Hampshire Trust | 0.83% | Reduce -0.1% | 46,898 | $4.3M |
| Farther Finance Advisors, LLC | 0.05% | Add +4.8% | 46,312 | $4.2M |
| Waverly Advisors, LLC | 0.03% | Reduce -1.3% | 45,429 | $4.1M |
| Sankala Group LLC | 3.28% | — | 41,798 | $4.1M |
| TAGStone Capital, Inc. | 1.49% | Reduce -0.5% | 44,106 | $4.0M |
| Marotta Asset Management | 0.72% | Reduce -8.5% | 42,666 | $3.9M |
| Truist Financial Corp. | 0.01% | Reduce -20.8% | 42,535 | $3.9M |
| Krilogy Financial LLC | 0.13% | Reduce -5.7% | 39,668 | $3.9M |
| Chicago Partners Investment Group LLC | 0.09% | Add +3.5% | 39,153 | $3.8M |
| Captrust Financial Advisors | 0.01% | Reduce -6.6% | 39,760 | $3.6M |
| Citadel Advisors | 0.00% | Reduce -51.3% | 39,239 | $3.6M |
| Facet Wealth, Inc. | 0.06% | Reduce -27.7% | 36,147 | $3.5M |
| Bailard, Inc. | 0.08% | Add +0.4% | 37,920 | $3.4M |
| Aptus Capital Advisors, LLC | 0.03% | Add +5.0% | 37,427 | $3.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -1.9% | 36,628 | $3.3M |
| Diversify Wealth Management, LLC | 0.15% | Add +43.4% | 34,354 | $3.3M |
| Prestige Wealth Management Group LLC | 0.63% | Add +1.3% | 36,134 | $3.3M |
| Paragon Capital Management Ltd | 0.67% | Add +125.8% | 36,084 | $3.3M |
| Financial Guidance Group, Inc. | 1.31% | Reduce -0.5% | 35,275 | $3.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.1% | 34,763 | $3.2M |
| Gladstone Institutional Advisory LLC | 0.12% | Add +1.3% | 33,917 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Add +0.3% | 33,912 | $3.1M |
| Larson Financial Group LLC | 0.10% | Reduce -2.5% | 33,832 | $3.1M |
| Tradition Wealth Management, LLC | 0.22% | Reduce -0.1% | 33,548 | $3.1M |
| Tortoise Investment Management, LLC | 0.26% | Reduce -4.2% | 32,441 | $3.0M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +1.5% | 32,322 | $2.9M |
| Canandaigua National Trust Co of Florida | 1.83% | Reduce -2.0% | 32,078 | $2.9M |
| Perennial Investment Advisors, LLC | 0.23% | Reduce -4.6% | 31,860 | $2.9M |
| Partners in Financial Planning | 0.48% | Add +0.5% | 31,389 | $2.9M |
| AQR Capital Management | 0.00% | Add +25.0% | 31,112 | $2.8M |
| Livet Wealth, LLC | 1.73% | — | 30,799 | $2.8M |
| Meredith Wealth Planning | 0.82% | Reduce -0.4% | 30,430 | $2.8M |
| UNIVEST FINANCIAL Corp | 0.14% | Add +34.6% | 28,478 | $2.6M |
| Waller Financial Planning Group, Inc. | 0.57% | Reduce -53.3% | 28,375 | $2.6M |
| Benjamin Edwards Inc. | 0.03% | Reduce -3.7% | 28,350 | $2.6M |
| Collective Family Office LLC | 0.59% | Reduce -5.4% | 28,360 | $2.6M |
| Two Sigma Investments, LP | 0.00% | Add +16.9% | 27,652 | $2.5M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -5.8% | 27,528 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +11.8% | 27,036 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +19.3% | 26,807 | $2.4M |
| Fifth Third Securities, Inc. | 0.16% | Add +7.9% | 26,327 | $2.4M |
| MidFirst Bank | 0.19% | — | 25,861 | $2.4M |
| Brookstone Capital Management | 0.03% | Reduce -2.7% | 25,849 | $2.4M |
| IFG Advisory, LLC | 0.10% | Add +10.9% | 25,744 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.11% | Reduce -3.3% | 25,599 | $2.3M |
| Blue Barn Wealth, LLC | 3.33% | Reduce -53.2% | 25,127 | $2.3M |
| Balance Wealth Partners LLC | 0.73% | Reduce -35.1% | 25,055 | $2.3M |
| CM Wealth Advisors LLC | 0.50% | No change | 24,181 | $2.2M |
| Altfest L J & Co. Inc. | 0.23% | Add +63.6% | 23,586 | $2.1M |
| Foundation Wealth Management, LLC\PA | 0.78% | Reduce -6.8% | 23,555 | $2.1M |
| Valmark Advisers, Inc. | 0.03% | Add +3.1% | 23,240 | $2.1M |
| Mutual Advisors, LLC | 0.04% | Reduce -6.6% | 23,028 | $2.1M |
| Focus Financial Network, Inc. | 0.07% | Add +1.6% | 22,977 | $2.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.72% | Reduce -10.9% | 22,870 | $2.1M |
| Summit Wealth Group LLC / Co. | 0.28% | Add +212.7% | 22,809 | $2.1M |
| MAI Capital Management | 0.01% | Reduce -0.6% | 22,782 | $2.1M |
| Ignite Planners, LLC | 0.31% | Reduce -4.1% | 20,980 | $2.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.19% | Add +0.2% | 22,176 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +23.2% | 22,138 | $2.0M |
| Pacific Sun Financial Corp | 0.97% | Reduce -3.2% | 22,106 | $2.0M |
| Indie Asset Partners, LLC | 2.24% | Reduce -6.8% | 22,086 | $2.0M |
| Brady Martz Wealth Solutions, LLC | 0.35% | Add +0.2% | 21,762 | $2.0M |
| Perigon Wealth Management, LLC | 0.04% | Add +0.1% | 21,541 | $2.0M |
| Global Retirement Partners, LLC | 0.03% | Reduce -0.6% | 21,440 | $2.0M |
| Kassira Wealth Management LLC | 1.82% | Reduce -1.9% | 21,052 | $1.9M |
| Payne Capital Management, LLC | 0.60% | Add +3.6% | 21,032 | $1.9M |
| Fell Capital Management | 1.85% | — | 20,912 | $1.9M |
| GTS Securities LLC | 0.06% | Reduce -50.9% | 20,584 | $1.9M |
| Signet Financial Management, LLC | 0.21% | Reduce -0.4% | 20,420 | $1.9M |
| Assetmark, Inc. | 0.00% | Add +0.4% | 20,391 | $1.9M |
| Melone Private Wealth, LLC | 0.78% | Reduce -65.5% | 20,309 | $1.8M |
| Parkside Financial Bank & Trust | 0.14% | Add +12.9% | 20,296 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -0.7% | 20,267 | $1.8M |
| Sensible Money, LLC | 0.58% | Reduce -2.3% | 20,011 | $1.8M |
| Bill Few Associates, Inc. | 0.44% | Add +33.5% | 19,761 | $1.8M |
| Eclectic Associates Inc. | 0.28% | Add +15.2% | 19,615 | $1.8M |
| Trueblood Wealth Management, LLC | 0.68% | Add +0.6% | 19,169 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.8% | 19,158 | $1.7M |
| Simon Quick Advisors, LLC | 0.08% | Reduce -8.9% | 19,121 | $1.7M |
| FMR LLC | 0.00% | Add +10.7% | 18,505 | $1.7M |
| Opus Capital Group, LLC | 0.18% | Reduce -2.1% | 18,468 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | — | 18,457 | $1.7M |
| Inspirion Wealth Advisors, LLC | 0.20% | Reduce -16.9% | 18,187 | $1.7M |
| Diversified Trust Co. | 0.03% | No change | 18,053 | $1.6M |
| CoreCap Advisors, LLC | 0.06% | Add +0.6% | 17,728 | $1.6M |
| Courage Miller Partners, LLC | 0.49% | Reduce -3.4% | 17,714 | $1.6M |
| Grey Fox Wealth Advisors, LLC | 0.33% | Reduce -2.5% | 17,485 | $1.6M |
| ERn Financial, LLC | 0.29% | Reduce -1.6% | 16,754 | $1.5M |
| Laraway Financial Advisors Inc | 0.97% | Reduce -2.2% | 16,309 | $1.5M |
| XTX Topco Ltd | 0.04% | New | 16,223 | $1.5M |
| LTG Capital LLC | 1.12% | Add +3.7% | 15,781 | $1.4M |
| Oakwell Private Wealth Management, LLC | 0.27% | No change | 15,652 | $1.4M |
| Brown Advisory Inc. | 0.00% | Add +167.0% | 15,545 | $1.4M |
| Motive Wealth Advisors | 0.60% | Reduce -0.3% | 15,500 | $1.4M |
| Founders Grove Wealth Partners, LLC | 0.31% | Add +1.0% | 15,060 | $1.4M |
| Avant Financial Advisors LLC | 0.98% | No change | 14,916 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +139.3% | 14,898 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Add +69.8% | 14,652 | $1.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.15% | Reduce -3.4% | 14,226 | $1.3M |
| Meridian Financial Advisors, LLC | 0.70% | Reduce -2.6% | 14,171 | $1.3M |
| Firestone Capital Management | 0.27% | Add +9.6% | 14,040 | $1.3M |
| Kendall Capital Management | 0.27% | No change | 14,000 | $1.3M |
| Liberty Capital Management, Inc. | 0.24% | No change | 14,000 | $1.3M |
| American Investment Services, Inc. | 0.29% | Reduce -0.2% | 13,581 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Add +3.6% | 13,441 | $1.2M |
| Kelly Financial Group LLC | 0.31% | Reduce -3.4% | 13,330 | $1.2M |
| Acorn Financial Advisory Services Inc. | 0.18% | Add +0.0% | 13,116 | $1.2M |
| Lodestar Private Asset Management LLC | 0.12% | Reduce -7.8% | 12,799 | $1.2M |
| Pinnacle Family Advisors, LLC | 0.51% | New | 12,670 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +36.4% | 12,415 | $1.1M |
| Graney & King, LLC | 0.66% | Reduce -5.7% | 12,354 | $1.1M |
| Texas Yale Capital Corp. | 0.03% | Reduce -0.4% | 12,345 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +13.5% | 12,208 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.6% | 12,191 | $1.1M |
| Composition Wealth, LLC | 0.02% | Add +27.0% | 12,175 | $1.1M |
| American Financial & Tax Strategies Inc. | 0.55% | Add +0.2% | 12,057 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.70% | No change | 12,012 | $1.1M |
| Occidental Asset Management, LLC | 0.13% | Reduce -3.4% | 11,997 | $1.1M |
| Invera Wealth Advisors, LLC | 0.68% | Reduce -2.0% | 11,883 | $1.1M |
| Hardin Capital Partners, LLC | 0.51% | Add +1.3% | 11,873 | $1.1M |
| Connecticut Wealth Management, LLC | 0.05% | No change | 11,834 | $1.1M |
| Financial Advisors Network, Inc. | 0.14% | Reduce -0.1% | 11,607 | $1.1M |
| Private Wealth Management Group, LLC | 0.28% | Reduce -8.4% | 11,337 | $1.0M |
| Inman Jager Wealth Management, LLC | 0.62% | Reduce -9.5% | 11,209 | $1.0M |
| Burney Co./ | 0.03% | Reduce -4.9% | 11,147 | $1.0M |
| GFS Advisors, LLC | 0.12% | No change | 11,105 | $1.0M |
| AlphaStar Capital Management, LLC | 0.07% | Add +13.6% | 10,909 | $992K |
| Quent Capital, LLC | 0.07% | Reduce -2.3% | 10,752 | $978K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.5% | 10,661 | $970K |
| Diligent Investors, LLC | 0.24% | Reduce -18.4% | 10,646 | $968K |
| Highland Financial Advisors, LLC | 0.26% | Reduce -6.9% | 10,345 | $941K |
| Centaurus Financial, Inc. | 0.04% | Reduce -0.3% | 10,253 | $933K |
| Keystone Financial Group | 0.07% | Reduce -3.1% | 10,212 | $929K |
| Bernicke Wealth Management, Ltd. | 0.12% | — | 10,167 | $925K |
| Deutsche Bank AG | 0.00% | No change | 10,156 | $924K |
| Comerica Bank | 0.00% | Reduce -1.5% | 10,154 | $924K |
| Freedom Investment Management, Inc. | 0.27% | Add +1.0% | 10,065 | $916K |
| M&T Bank Corp | 0.00% | Reduce -0.8% | 10,059 | $915K |
| KWB Wealth | 0.09% | Reduce -92.1% | 9,968 | $907K |
| McMill Wealth Management | 0.25% | No change | 9,831 | $894K |
| BlackRock, Inc. | 0.00% | Add +98.9% | 9,820 | $893K |
| Arax Advisory Partners | 0.03% | New | 9,757 | $888K |
| OneAscent Family Office, LLC | 0.60% | Add +0.1% | 9,684 | $881K |
| Beckerman Institutional, LLC | 0.49% | Reduce -1.2% | 9,564 | $870K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -51.2% | 9,547 | $869K |
| Principal Securities, Inc. | 0.01% | Add +9.3% | 9,256 | $842K |
| Carter Financial Group, INC. | 0.50% | Reduce -6.8% | 9,203 | $837K |
| IAG Wealth Partners, LLC | 0.10% | Reduce -0.3% | 9,160 | $833K |
| Fiduciary Alliance LLC | 0.05% | Reduce -0.7% | 9,122 | $830K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -1.9% | 9,075 | $826K |
| Betterment LLC | 0.00% | Reduce -6.2% | 9,054 | $824K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.9% | 9,052 | $823K |
| 4WEALTH Advisors, Inc. | 0.71% | Add +4.4% | 9,049 | $823K |
| Clear Retirement Advice LLC | 0.64% | — | 8,321 | $822K |
| Merit Financial Group, LLC | 0.01% | Reduce -16.4% | 8,878 | $808K |
| Valley Wealth Managers, Inc. | 0.05% | Reduce -9.1% | 8,874 | $807K |
| Capital Squared Financial LLC | 0.63% | Add +0.3% | 8,838 | $804K |
| One Capital Management, LLC | 0.02% | Reduce -12.8% | 8,775 | $798K |
| Western Wealth Management, LLC | 0.04% | Reduce -2.0% | 8,675 | $789K |
| Cary Street Partners Investment Advisory LLC | 0.21% | Add +5.1% | 8,659 | $788K |
| Private Trust Co. NA | 0.07% | Reduce -5.1% | 8,502 | $773K |
| Park Place Capital Corp | 0.16% | New | 8,323 | $757K |
| Independent Financial Group, LLC | 0.02% | Reduce -1.9% | 8,307 | $756K |
| Commonwealth Financial Services, LLC | 0.12% | Add +7.3% | 8,262 | $752K |
| QRG Capital Management, Inc. | 0.01% | Add +0.4% | 8,250 | $751K |
| JNBA Financial Advisors | 0.07% | Reduce -1.4% | 8,192 | $745K |
| Red Tortoise LLC | 0.32% | Add +0.4% | 8,162 | $742K |
| YANKCOM Partnership | 0.32% | No change | 8,158 | $742K |
| Diversified Investment Strategies, LLC | 0.49% | Reduce -0.3% | 8,137 | $740K |
| Everhart Financial Group, Inc. | 0.07% | Reduce -3.2% | 8,067 | $734K |
| Atlas Brown,Inc. | 0.22% | Add +0.1% | 7,995 | $727K |
| Vise Technologies, Inc. | 0.01% | Add +247.8% | 7,882 | $717K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.8% | 7,867 | $716K |
| Portside Wealth Group, LLC | 0.10% | Add +16.8% | 7,805 | $710K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +167.6% | 7,498 | $682K |
| Taylor & Morgan Wealth Management, LLC | 0.38% | No change | 7,457 | $678K |
| Equita Financial Network, Inc. | 0.20% | Reduce -0.2% | 7,440 | $677K |
| Vestia Personal Wealth Advisors | 0.34% | Reduce -3.5% | 6,802 | $672K |
| Park Avenue Securities LLC | 0.01% | Add +6.9% | 7,260 | $660K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -3.3% | 7,033 | $659K |
| Accredited Investors Inc. | 0.03% | Reduce -3.7% | 7,106 | $646K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -4.0% | 7,039 | $640K |
| Montz Harcus Wealth Management LLC | 0.26% | Add +2.9% | 6,991 | $636K |
| Stifel Financial Corp. | 0.00% | Add +3.7% | 6,932 | $631K |
| Root Financial Partners, LLC | 0.03% | Reduce -6.2% | 6,844 | $623K |
| Insight Advisors, LLC/ PA | 0.09% | Reduce -0.8% | 6,608 | $601K |
| Clarity Wealth Development LLC | 0.50% | Reduce -1.2% | 6,555 | $596K |
| CogentBlue Wealth Advisors, LLC | 0.41% | Add +0.0% | 6,552 | $596K |
| G2 Capital Management, LLC / Oh | 0.14% | No change | 6,529 | $594K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.18% | Reduce -8.9% | 6,468 | $588K |
| US Bancorp \de | 0.00% | Add +1.2% | 6,459 | $588K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -3.3% | 6,419 | $584K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.2% | 10,413 | $580K |
| Savvy Advisors, Inc. | 0.02% | New | 6,358 | $578K |
| Smart Portfolios, LLC | 0.56% | No change | 6,202 | $564K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 6,194 | $563K |
| Richwood Investment Advisors, LLC | 0.40% | Reduce -1.0% | 5,460 | $553K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -4.7% | 6,076 | $553K |
| Florida Financial Advisors, LLC | 0.15% | Reduce -6.2% | 6,119 | $548K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.1% | 5,992 | $545K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -6.8% | 5,890 | $536K |
| Seaside Wealth Management, Inc. | 0.15% | Reduce -1.2% | 5,871 | $534K |
| Eldridge Investment Advisors, Inc. | 0.12% | Reduce -11.9% | 5,859 | $533K |
| Marshall Wace, LLP | 0.00% | New | 5,858 | $533K |
| Denver Wealth Management, Inc. | 0.19% | Reduce -0.5% | 5,840 | $531K |
| Allworth Financial LP | 0.00% | Add +6.2% | 5,832 | $531K |
| Engineers Gate Manager LP | 0.01% | Reduce -20.9% | 5,738 | $522K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.2% | 5,579 | $508K |
| Sei Investments Co. | 0.00% | New | 5,547 | $505K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -1.0% | 5,546 | $505K |
| Duncker Streett & Co. Inc. | 0.09% | Add +0.1% | 5,542 | $504K |
| Financial Enhancement Group LLC | 0.07% | Reduce -21.8% | 5,088 | $503K |
| Waldron Private Wealth LLC | 0.02% | No change | 5,524 | $503K |
| Brooklyn Investment Group | 0.02% | New | 5,442 | $502K |
| Rialto Wealth Management, LLC | 0.12% | Reduce -9.6% | 5,470 | $498K |
| HRT Financial LP | 0.00% | Reduce -6.2% | 5,465 | $497K |
| Choreo, LLC | 0.01% | Add +2.2% | 5,402 | $496K |
| Marble Harbor Investment Counsel, LLC | 0.05% | No change | 5,450 | $496K |
| Glenview Trust Co | 0.01% | Reduce -1.6% | 5,426 | $494K |
| Apeiron RIA LLC | 0.10% | Reduce -6.3% | 5,026 | $492K |
| Weinberger Asset Management, Inc | 0.18% | No change | 5,363 | $488K |
| Traction Financial Partners, LLC | 0.29% | No change | 5,341 | $486K |
| Petersen Hastings Wealth Advisors Inc. | 0.05% | — | 5,263 | $479K |
| Integrity Wealth Solutions LLC | 0.19% | Add +0.6% | 5,250 | $478K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -33.0% | 5,182 | $471K |
| GWN Securities Inc. | 0.09% | Add +15.3% | 5,128 | $467K |
| Howard Financial Services, LTD. | 0.05% | Reduce -5.2% | 5,112 | $465K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -26.9% | 5,028 | $457K |
| Fairscale Capital, LLC | 0.30% | Add +12.9% | 4,966 | $452K |
| CGN Advisors LLC | 0.04% | Reduce -1.5% | 4,954 | $451K |
| Redwood Park Advisors LLC | 0.30% | Reduce -24.8% | 4,928 | $448K |
| Anson Capital, Inc. | 0.33% | No change | 4,919 | $447K |
| Austin Wealth Management, LLC | 0.07% | Reduce -0.6% | 4,683 | $447K |
| Addis & Hill, Inc | 0.27% | No change | 4,899 | $446K |
| Friday Financial | 0.16% | Add +25.1% | 4,838 | $440K |
| SilverOak Wealth Management LLC | 0.07% | No change | 4,829 | $439K |
| Ieq Capital, LLC | 0.00% | No change | 4,809 | $437K |
| HUB Investment Partners, LLC | 0.01% | Add +10.1% | 4,772 | $434K |
| Jacobs Equity LLC | 0.41% | — | 4,736 | $431K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.3% | 4,234 | $429K |
| Compound Planning, Inc. | 0.01% | Reduce -3.6% | 4,713 | $429K |
| New England Capital Financial Advisors LLC | 0.17% | Add +0.3% | 4,706 | $428K |
| One Degree Advisors Inc | 0.12% | No change | 4,708 | $428K |
| Intrua Financial, LLC | 0.05% | Add +0.8% | 4,599 | $418K |
| Wealth Advisors Northwest LLC | 0.18% | Reduce -7.6% | 4,568 | $416K |
| Independent Advisor Alliance | 0.01% | Reduce -5.8% | 4,533 | $412K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -28.2% | 4,511 | $410K |
| Meridian Wealth Management, LLC | 0.01% | Add +17.0% | 4,434 | $403K |
| Tranquility Partners, LLC | 0.14% | No change | 4,415 | $402K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +22.4% | 4,342 | $395K |
| Cornerstone Advisory, LLC | 0.04% | No change | 4,261 | $388K |
| Market Street Wealth Management Advisors LLC | 0.06% | Reduce -0.3% | 4,208 | $383K |
| WealthPLAN Partners, LLC | 0.06% | Reduce -17.9% | 4,202 | $382K |
| Cresset Asset Management, LLC | 0.00% | Add +2.0% | 4,198 | $382K |
| Marquette Asset Management, LLC | 0.06% | Reduce -0.5% | 4,189 | $381K |
| Summit Financial, LLC | 0.01% | Add +1.0% | 4,185 | $381K |
| Third View Private Wealth, LLC | 0.05% | — | 4,160 | $378K |
| Topsail Wealth Management, LLC | 0.05% | Add +2.3% | 4,023 | $366K |
| Tempo Wealth, LLC | 0.07% | — | 4,016 | $365K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -0.0% | 4,000 | $364K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.6% | 3,996 | $363K |
| Argent Trust Co | 0.01% | No change | 3,954 | $360K |
| Wealth Management Nebraska | 0.04% | Reduce -3.7% | 3,944 | $359K |
| Crescent Sterling, Ltd. | 0.37% | No change | 3,920 | $357K |
| Bangor Savings Bank | 0.03% | No change | 3,910 | $356K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 3,877 | $353K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -26.2% | 3,874 | $352K |
| Intelligence Driven Advisers, LLC | 0.05% | Reduce -10.0% | 3,749 | $341K |
| Amicus Financial Advisors, LLC | 0.09% | — | 3,729 | $339K |
| Sigma Planning Corp | 0.01% | Add +0.3% | 3,657 | $333K |
| Sovran Advisors, LLC | 0.03% | Reduce -15.0% | 3,363 | $329K |
| Seed Wealth Management, Inc. | 0.22% | No change | 3,580 | $326K |
| Integrated Advisors Network LLC | 0.01% | Reduce -6.3% | 3,548 | $323K |
| Willner & Heller, LLC | 0.23% | Add +12.9% | 3,540 | $322K |
| Millennium Management | 0.00% | Reduce -20.9% | 3,517 | $320K |
| Jane Street Group, LLC | 0.00% | Reduce -73.4% | 3,495 | $318K |
| Equity Wealth Partners, LLC | 0.21% | Add +0.0% | 3,486 | $317K |
| Tobias Financial Advisors, Inc. | 0.04% | Reduce -2.1% | 3,463 | $315K |
| Morton Brown Family Wealth, LLC | 0.09% | Reduce -11.4% | 3,452 | $314K |
| Creekside Partners | 0.13% | Reduce -14.7% | 3,343 | $304K |
| Associated Banc-Corp | 0.01% | Add +16.4% | 3,327 | $303K |
| Visionary Wealth Advisors | 0.01% | Reduce -4.6% | 3,308 | $301K |
| Fifth Third Bancorp | 0.00% | Add +292.2% | 3,279 | $298K |
| Pacifica Partners Inc. | 0.13% | No change | 3,231 | $297K |
| Net Worth Advisory Group | 0.06% | New | 3,252 | $296K |
| Narus Financial Partners, LLC | 0.08% | No change | 3,250 | $296K |
| XY Planning Network, Inc. | 0.05% | Reduce -11.6% | 3,235 | $294K |
| Total Clarity Wealth Management, Inc. | 0.07% | New | 3,211 | $292K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.8% | 3,187 | $290K |
| TBH Global Asset Management, LLC | 0.05% | No change | 3,171 | $288K |
| Snider Financial Group | 0.08% | Reduce -15.5% | 3,141 | $286K |
| Armbruster Capital Management, Inc. | 0.05% | Reduce -5.2% | 3,088 | $281K |
| Sheets Smith Wealth Management | 0.03% | Reduce -0.0% | 3,043 | $277K |
| Burns Matteson Capital Management, LLC | 0.11% | Reduce -0.2% | 3,040 | $277K |
| Allred Capital Management, LLC | 0.10% | No change | 3,030 | $276K |
| Coordinated Financial Services, Inc. | 0.16% | Reduce -2.3% | 3,029 | $276K |
| Financial Network Wealth Advisors LLC | 0.28% | Add +0.7% | 2,988 | $272K |
| Richmond Investment Services, LLC | 0.05% | Add +29.6% | 2,980 | $271K |
| 626 Financial, LLC | 0.12% | No change | 2,965 | $270K |
| Coastwise Capital Group, LLC | 0.14% | Add +0.7% | 2,927 | $266K |
| IFP Advisors, Inc | 0.01% | Reduce -5.1% | 2,916 | $265K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -5.7% | 2,845 | $265K |
| Allodium Investment Consultants, LLC | 0.13% | No change | 2,908 | $265K |
| Novem Group | 0.03% | Add +16.2% | 2,884 | $262K |
| Leslie Global Wealth, LLC | 0.12% | Reduce -18.5% | 2,876 | $262K |
| Nestegg Advisors, Inc. | 0.22% | Add +1.6% | 2,875 | $262K |
| Blair William & Co. | 0.00% | Reduce -27.7% | 2,869 | $261K |
| Concord Wealth Partners | 0.03% | Reduce -4.5% | 2,853 | $260K |
| Roberts Glore & Co. Inc. | 0.07% | Reduce -1.7% | 2,851 | $259K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.5% | 2,838 | $258K |
| Wallace Advisory Group, LLC | 0.27% | Reduce -13.6% | 2,818 | $256K |
| Lido Advisors, LLC | 0.00% | Add +2.4% | 2,884 | $256K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -12.9% | 2,802 | $255K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 2,800 | $255K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.08% | No change | 2,790 | $254K |
| Avant Capital LLC | 0.17% | Reduce -1.8% | 2,784 | $253K |
| Cornerstone Planning, LLC | 0.06% | — | 2,767 | $252K |
| Paradigm, Strategies in Wealth Management, LLC | 0.16% | Add +0.5% | 2,750 | $250K |
| BCGM Wealth Management, LLC | 0.06% | Reduce -10.6% | 2,745 | $250K |
| Courier Capital LLC | 0.01% | Add +9.6% | 2,743 | $250K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -4.9% | 2,711 | $249K |
| Total Wealth Planning, LLC | 0.53% | Reduce -93.0% | 2,735 | $249K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 2,734 | $249K |
| Sherman Wealth Management LLC | 0.21% | — | 2,715 | $247K |
| American Trust | 0.02% | Add +3.7% | 2,704 | $246K |
| Center for Financial Planning, Inc. | 0.03% | No change | 2,677 | $244K |
| Wellspring Financial Advisors, LLC | 0.02% | No change | 2,663 | $242K |
| Werba Rubin Papier Wealth Management | 0.07% | No change | 2,658 | $242K |
| Capstone Wealth Management Group, LLC | 0.10% | Add +0.6% | 2,644 | $241K |
| Team Hewins, LLC | 0.08% | No change | 2,644 | $241K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +32.8% | 2,642 | $240K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.7% | 2,631 | $239K |
| AE Wealth Management LLC | 0.00% | Reduce -8.9% | 2,602 | $237K |
| Ballast Advisors LLC | 0.06% | Add +0.3% | 2,568 | $234K |
| Faithward Advisors, LLC | 0.03% | Reduce -3.5% | 2,539 | $231K |
| Jim Saulnier & Associates, LLC | 0.12% | Add +0.6% | 2,523 | $230K |
| Trust Co. of Vermont | 0.01% | No change | 2,516 | $229K |
| Pinnacle Bancorp, Inc. | 0.07% | Reduce -6.1% | 2,511 | $228K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,510 | $228K |
| Providence Financial Advisors, LLC | 0.23% | Reduce -4.0% | 2,508 | $228K |
| Orin Green Financial, LLC | 0.09% | No change | 2,489 | $226K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | Add +2.1% | 2,404 | $219K |
| Foster Group, Inc. | 0.01% | Add +1.3% | 2,401 | $218K |
| Evermay Wealth Management LLC | 0.02% | Reduce -5.0% | 2,390 | $217K |
| Ballentine Capital Advisors, Inc | 0.09% | No change | 2,374 | $216K |
| Tiemann Investment Advisors, LLC | 0.08% | No change | 2,356 | $214K |
| TFB Advisors LLC | 0.06% | Add +0.5% | 2,332 | $212K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,327 | $212K |
| Berger Financial Group, Inc | 0.01% | Add +0.4% | 2,309 | $210K |
| Flow Traders U.S. LLC | 0.01% | New | 2,306 | $210K |
| Windward Private Wealth Management Inc. | 0.07% | No change | 2,302 | $209K |
| Avestar Capital, LLC | 0.01% | No change | 2,296 | $209K |
| Wrapmanager Inc. | 0.07% | Reduce -26.1% | 2,280 | $207K |
| Measured Wealth Private Client Group, LLC | 0.05% | Add +4.0% | 2,271 | $207K |
| NorthAvenue LLC | 0.17% | — | 2,266 | $206K |
| Capital Investment Advisors, LLC | 0.00% | New | 2,242 | $204K |
| HighPoint Advisor Group LLC | 0.00% | New | 2,222 | $202K |
| Balefire, LLC | 0.04% | New | 2,211 | $201K |
| Cathy Pareto & Associates, Inc. | 0.14% | Reduce -13.1% | 2,206 | $201K |
| Sachetta, LLC | 0.11% | Reduce -2.0% | 2,205 | $201K |
| CENTRAL TRUST Co | 0.00% | Reduce -13.6% | 2,073 | $189K |
| Navalign, LLC | 0.04% | Reduce -29.2% | 1,915 | $174K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.2% | 1,888 | $172K |
| Centerpoint Advisors, LLC | 0.05% | No change | 1,844 | $168K |
| Winthrop Capital Management, LLC | 0.03% | Reduce -6.6% | 1,591 | $145K |
| Harbour Investments, Inc. | 0.00% | Add +0.7% | 1,558 | $142K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,509 | $137K |
| Abound Wealth Management | 0.03% | Add +0.1% | 1,463 | $133K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,435 | $131K |
| Smartleaf Asset Management LLC | 0.00% | Add +54.3% | 1,375 | $126K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 1,381 | $126K |
| Urban Financial Advisory Corp | 0.05% | Add +0.6% | 1,376 | $125K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +2.2% | 1,296 | $118K |
| Kennebec Savings Bank | 0.10% | Reduce -1.6% | 1,247 | $113K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,237 | $113K |
| Tradewinds Capital Management, LLC | 0.02% | Reduce -1.9% | 1,218 | $111K |
| Walsh & Associates, LLC | 0.10% | — | 1,093 | $99K |
| Grey Ledge Advisors, LLC | 0.02% | Add +0.5% | 1,051 | $96K |
| Eastern Bank | 0.00% | No change | 1,000 | $91K |
| Sound Income Strategies, LLC | 0.00% | Add +66.5% | 764 | $75K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 815 | $74K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 808 | $74K |
| Maseco LLP | 0.00% | New | 775 | $71K |
| Horizon Investments, LLC | 0.00% | New | 731 | $66K |
| Hanson & Doremus Investment Management | 0.01% | Add +0.4% | 699 | $64K |
| Collier Financial | 0.05% | Reduce -4.3% | 666 | $61K |
| Laurel Wealth Advisors LLC | 0.01% | New | 610 | $55K |
| Sage Mountain Advisors LLC | 0.00% | No change | 565 | $51K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 540 | $49K |
| Bank of Montreal | 0.00% | Add +700.0% | 528 | $48K |
| Tucker Asset Management LLC | 0.01% | Add +109.7% | 518 | $47K |
| Copia Wealth Management | 0.03% | No change | 514 | $47K |
| Bogart Wealth, LLC | 0.00% | Reduce -50.0% | 501 | $46K |
| UMB Bank, n.a. | 0.00% | Add +26.0% | 494 | $45K |
| International Assets Investment Management, LLC | 0.00% | New | 494 | $45K |
| Miller Capital Partners, Inc. | 0.02% | — | 473 | $43K |
| Brown Brothers Harriman & Co. | 0.00% | New | 471 | $43K |
| Teachers Insurance & Annuity Association of America | 0.05% | Add +4.9% | 430 | $39K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 411 | $37K |
| ESL Trust Services, LLC | 0.01% | New | 400 | $36K |
| Abound Financial, LLC | 0.01% | New | 382 | $35K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.6% | 368 | $33K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 350 | $32K |
| Glassman Wealth Services | 0.00% | Add +0.9% | 333 | $30K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 286 | $26K |
| Versant Capital Management, Inc | 0.00% | Reduce -10.4% | 285 | $26K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.4% | 282 | $26K |
| Spire Wealth Management | 0.00% | Add +9.6% | 275 | $25K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 270 | $25K |
| Richardson Capital Management LLC | 0.01% | No change | 264 | $24K |
| Lodestone Wealth Management LLC | 0.01% | New | 262 | $24K |
| Realta Investment Advisors | 0.01% | New | 260 | $24K |
| Financial Consulate, Inc. | 0.00% | Add +0.4% | 259 | $24K |
| Basepoint Wealth LLC | 0.01% | New | 251 | $23K |
| Lanark Financial, Inc. | 0.00% | Add +226.3% | 248 | $23K |
| Rothschild Investment LLC | 0.00% | No change | 215 | $20K |
| SageView Advisory Group, LLC | 0.00% | New | 195 | $18K |
| MTM Investment Management, LLC | 0.01% | No change | 195 | $18K |
| TD Capital Management LLC | 0.00% | Add +1.1% | 188 | $17K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +23.8% | 182 | $17K |
| Clark Wealth Partners | 0.01% | No change | 179 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 178 | $16K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 171 | $16K |
| Rossby Financial, LCC | 0.00% | Reduce -26.7% | 170 | $15K |
| Morse Asset Management, Inc | 0.00% | No change | 165 | $15K |
| Bokf, NA | 0.00% | New | 160 | $15K |
| Trust Co. of Toledo NA | 0.00% | No change | 158 | $14K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 151 | $14K |
| Bullock Wealth Management Group | 0.01% | — | 147 | $13K |
| Caitlin John, LLC | 0.01% | No change | 142 | $13K |
| Tidemark, LLC | 0.00% | No change | 132 | $12K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 125 | $11K |
| Towne Trust Company, N.A | 0.00% | No change | 125 | $11K |
| Kozak & Associates, Inc. | 0.00% | Add +0.9% | 116 | $11K |
| Operose Advisors LLC | 0.00% | Add +7.0% | 122 | $11K |
| Bessemer Group Inc. | 0.00% | New | 125 | $11K |
| Davis Capital Management | 0.01% | No change | 120 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 115 | $10K |
| Hughes Financial Services, LLC | 0.00% | Reduce -2.6% | 114 | $10K |
| Russell Investments Group, Ltd. | 0.00% | Add +7.7% | 112 | $10K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | Reduce -23.9% | 99 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 96 | $9K |
| First Community Trust NA | 0.01% | New | 94 | $9K |
| Qube Research & Technologies Ltd | 0.00% | No change | 89 | $8K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 83 | $8K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 71 | $6K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 69 | $6K |
| CX Institutional | 0.00% | Add +1.5% | 68 | $6K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 62 | $6K |
| Vision Retirement, LLC | 0.00% | — | 60 | $5K |
| Phillips Financial Management, LLC | 0.00% | No change | 56 | $5K |
| Valley National Advisers Inc. | 0.00% | Add +122.2% | 60 | $5K |
| REAP Financial Group, LLC | 0.00% | New | 53 | $5K |
| Signaturefd, LLC | 0.00% | No change | 51 | $5K |
| Blue Trust, Inc. | 0.00% | No change | 50 | $5K |
| Tower View Wealth Management LLC | 0.00% | No change | 49 | $4K |
| Meramec Financial Planners, LLC | 0.00% | — | 44 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -79.3% | 48 | $4K |
| Crewe Advisors LLC | 0.00% | Reduce -39.2% | 48 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 46 | $4K |
| BNP Paribas Financial Markets | 0.00% | New | 45 | $4K |
| GAMMA Investing LLC | 0.00% | New | 40 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -71.7% | 34 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 35 | $3K |
| Atomic Invest LLC | 0.00% | — | 31 | $3K |
| Howe & Rusling Inc. | 0.00% | Reduce -87.4% | 24 | $2K |
| Founders Capital Management | 0.00% | Add +4.8% | 22 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 20 | $2K |
| FWL Investment Management, LLC | 0.00% | No change | 17 | $2K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 15 | $1K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -54.5% | 15 | $1K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 14 | $1K |
| Hurley Capital, LLC | 0.00% | No change | 13 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 9 | $819 |
| Camelot Portfolios, LLC | 0.00% | New | 5 | $455 |
| Highline Wealth Partners LLC | 0.00% | No change | 5 | $455 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -77.8% | 4 | $364 |
| Longview Financial Advisors LLC | 0.00% | No change | 2 | $182 |
| Networth Advisors, LLC | 0.00% | — | 2 | $182 |
| Manning & Napier Advisors LLC | 0.00% | No change | 1 | $133 |
| Citigroup Inc. | 0.00% | New | 1 | $91 |
| SouthState Bank Corp | 0.00% | Reduce -99.9% | 1 | $89 |
"% 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.