SS SPDR S&P 600 SC Val ETFSLYVETF
13F holders, Q1 2026 (March 31)599holders +14
42new positions
30sold out
1famous investor
$94.64avg. 13F price*
At the end of Q1 2026, 599 institutions reported holding SS SPDR S&P 600 SC Val ETF (SLYV) in their 13F filings, up 14 from Q4 2025. 42 opened new positions and 30 sold out. The largest holders were LPL Financial LLC ($489.1M), Financial Engines Advisors L.L.C. ($102.5M) and Bank of America Corp. ($98.8M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR S&P 600 SC Val ETF
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78464A300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $16.8M |
| Exits | 30 | $13.4M |
All 13F filers, Q4 2025 → Q1 2026: 1,036,552 shares bought and 2,691,148 shares sold, net −1,654,596 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 599 holders
| LPL Financial LLC | 0.13% | Reduce -8.5% | 5,171,149 | $489.1M |
| Financial Engines Advisors L.L.C. | 0.21% | Reduce -6.6% | 1,083,473 | $102.5M |
| Bank of America Corp. | 0.01% | Reduce -23.8% | 1,044,189 | $98.8M |
| Cannon Financial Strategists, Inc. | 12.53% | Add +0.6% | 1,008,055 | $95.3M |
| NorthRock Partners, LLC | 1.22% | Add +2.1% | 797,912 | $75.5M |
| Goelzer Investment Management, Inc. | 3.62% | Reduce -10.0% | 791,132 | $74.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -16.4% | 596,186 | $56.5M |
| Morgan Stanley | 0.00% | Add +11.6% | 556,444 | $52.6M |
| WCG Wealth Advisors LLC | 1.01% | Add +2.8% | 380,646 | $36.0M |
| Creative Planning | 0.02% | Reduce -22.6% | 354,764 | $33.6M |
| Rodgers & Associates, LTD | 3.12% | Reduce -3.0% | 323,904 | $30.6M |
| Fragasso Financial Advisors Inc | 1.79% | Reduce -2.4% | 310,080 | $29.6M |
| Dean, Jacobson Financial Services, LLC | 16.89% | Add +2.0% | 290,705 | $27.5M |
| Equitable Holdings, Inc. | 0.18% | Reduce -5.4% | 300,150 | $27.3M |
| Cerity Partners LLC | 0.04% | Reduce -1.3% | 286,054 | $27.1M |
| Brandywine Oak Private Wealth LLC | 2.26% | Reduce -1.1% | 284,817 | $26.9M |
| Klingman & Associates, LLC | 1.29% | Reduce -0.3% | 281,041 | $26.6M |
| Evensky & Katz LLC | 1.43% | Reduce -4.2% | 266,705 | $25.2M |
| Wells Fargo & Company | 0.01% | Add +3.4% | 261,675 | $24.7M |
| Focus Partners Wealth | 0.03% | Reduce -4.1% | 257,619 | $24.4M |
| Morningstar Investment Management LLC | 1.50% | Reduce -33.8% | 255,802 | $24.2M |
| American Financial Advisors, LLC | 3.15% | Reduce -2.3% | 249,707 | $23.6M |
| Waverly Advisors, LLC | 0.17% | Add +418.4% | 235,509 | $22.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.7% | 230,860 | $21.8M |
| Osaic Holdings, Inc. | 0.03% | Add +9.5% | 227,746 | $21.5M |
| OpenArc Corporate Advisory, LLC | 0.30% | Reduce -15.1% | 218,603 | $20.7M |
| Canandaigua National Corp. | 1.82% | — | 215,562 | $20.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -60.7% | 212,970 | $20.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -47.3% | 211,783 | $20.1M |
| First National Trust Co | 0.67% | Add +0.7% | 209,172 | $19.8M |
| Wrenne Financial Planning LLC | 7.53% | Add +3.4% | 202,964 | $19.2M |
| Convergence Financial, LLC | 2.03% | Reduce -4.7% | 201,126 | $19.1M |
| Financial Strategies Group, Inc. | 3.18% | Add +5.6% | 184,749 | $19.0M |
| One Day In July LLC | 1.52% | Add +8.8% | 201,263 | $19.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +2.8% | 191,988 | $18.2M |
| Avantax Planning Partners, Inc. | 0.48% | Reduce -2.5% | 183,763 | $17.4M |
| Key Financial Inc | 3.08% | Add +0.8% | 183,039 | $17.3M |
| GHP Investment Advisors, Inc. | 0.71% | Add +0.9% | 181,789 | $17.2M |
| FAS Wealth Partners, Inc. | 1.04% | Add +1.4% | 177,007 | $16.7M |
| Private Advisor Group, LLC | 0.07% | Add +168.5% | 159,120 | $15.0M |
| Sage Financial Group Inc. | 0.98% | Reduce -0.6% | 159,064 | $15.0M |
| UBS Group AG | 0.00% | Add +0.1% | 151,055 | $14.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.05% | — | 147,316 | $13.9M |
| Lutz Financial Services LLC | 0.88% | Reduce -3.5% | 138,450 | $13.1M |
| Optimist Retirement Group LLC | 5.72% | Reduce -3.1% | 137,102 | $13.0M |
| Jones Financial Companies LLLP | 0.01% | Add +20.7% | 132,901 | $12.4M |
| Rothschild Wealth LLC | 1.10% | Add +1.5% | 128,808 | $12.2M |
| Balanced Wealth Group LLC | 4.30% | Reduce -2.5% | 127,046 | $12.0M |
| Baird Financial Group, Inc. | 0.02% | Add +4.7% | 125,097 | $11.8M |
| CarsonAllaria Wealth Management, Ltd. | 5.81% | Add +1.7% | 124,435 | $11.8M |
| Triangle Securities Wealth Management | 2.67% | Reduce -0.4% | 124,281 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.4% | 122,929 | $11.6M |
| Geneos Wealth Management Inc. | 0.26% | Add +1.6% | 116,557 | $11.0M |
| BIP Wealth, LLC | 0.44% | Reduce -8.9% | 115,051 | $10.9M |
| Asset Dedication, LLC | 0.74% | Reduce -0.4% | 111,199 | $10.5M |
| N.E.W. Advisory Services LLC | 0.74% | Reduce -2.2% | 104,203 | $9.9M |
| Stevens Capital Partners | 2.30% | Add +22.3% | 101,150 | $9.6M |
| LPWM LLC | 2.41% | Reduce -0.1% | 100,823 | $9.5M |
| Cwm, LLC | 0.02% | Reduce -10.9% | 99,810 | $9.4M |
| Capasso Planning Partners LLC | 5.06% | Add +8.1% | 99,183 | $9.4M |
| Mariner, LLC | 0.01% | Add +1.7% | 98,386 | $9.3M |
| Independent Advisor Alliance | 0.10% | Add +2047.4% | 97,343 | $9.2M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Reduce -2.0% | 96,522 | $9.1M |
| Rockbridge Investment Management, LCC | 0.80% | Reduce -2.4% | 94,382 | $8.9M |
| Raymond James Financial Inc. | 0.00% | Add +0.4% | 91,777 | $8.7M |
| Cetera Investment Advisers | 0.01% | Reduce -1.2% | 91,209 | $8.6M |
| Nwam LLC | 0.49% | Reduce -1.7% | 89,267 | $8.4M |
| Modera Wealth Management, LLC | 0.10% | Reduce -5.8% | 87,966 | $8.3M |
| Diversified Enterprises, LLC | 0.45% | Add +1.5% | 86,591 | $8.2M |
| TRB Wealth Management, LLC | 1.11% | — | 82,728 | $7.8M |
| Mather Group, Llc. | 0.08% | Reduce -1.1% | 82,626 | $7.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.1% | 75,468 | $7.1M |
| Arnold Financial Planning LLC | 6.56% | Reduce -1.1% | 74,257 | $7.0M |
| Trilogy Capital Inc. | 0.30% | Reduce -1.3% | 71,596 | $6.8M |
| Symphony Financial, Ltd. Co. | 0.88% | Add +3.9% | 70,741 | $6.6M |
| Cambridge Financial Group, LLC | 2.23% | Reduce -15.8% | 69,786 | $6.6M |
| Avior Wealth Management, LLC | 0.19% | Reduce -9.1% | 69,224 | $6.5M |
| Kingsview Wealth Management, LLC | 0.09% | Reduce -4.4% | 68,930 | $6.5M |
| Aire Advisors, LLC | 1.16% | Reduce -0.2% | 67,092 | $6.3M |
| WealthShield Partners, LLC | 0.70% | Reduce -0.1% | 66,515 | $6.3M |
| Ritholtz Wealth Management | 0.11% | Reduce -0.1% | 66,472 | $6.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.5% | 64,802 | $6.1M |
| Royal Bank of Canada | 0.00% | Add +2.2% | 64,788 | $6.1M |
| Cornerstone Advisors Asset Management, LLC | 0.92% | No change | 63,149 | $6.0M |
| Moneco Advisors, LLC | 0.46% | Add +29.1% | 62,155 | $5.9M |
| Palisades Hudson Asset Management, L.P. | 2.29% | Add +0.5% | 62,074 | $5.9M |
| Roberts Financial Services LLC | 1.85% | Reduce -16.3% | 61,537 | $5.8M |
| Northwest Wealth Management, LLC | 0.87% | Reduce -4.0% | 61,535 | $5.8M |
| Signature Estate & Investment Advisors LLC | 0.12% | Reduce -7.6% | 61,156 | $5.8M |
| IHT Wealth Management, LLC | 0.13% | Reduce -3.8% | 59,211 | $5.6M |
| Probity Advisors, Inc. | 0.84% | Reduce -1.5% | 55,958 | $5.3M |
| McAdam, LLC | 0.24% | Reduce -6.0% | 55,589 | $5.3M |
| Midwest Trust Co | 0.06% | Reduce -0.6% | 53,793 | $5.1M |
| Marathon Mission, Inc. | 2.96% | Reduce -0.3% | 53,773 | $5.1M |
| Salomon & Ludwin, LLC | 0.44% | Reduce -2.1% | 52,255 | $5.0M |
| Interactive Financial Advisors, Inc. | 3.20% | Add +1.0% | 51,787 | $4.9M |
| Calton & Associates, Inc. | 0.70% | Reduce -1.5% | 51,231 | $4.8M |
| Nvest Wealth Strategies, Inc. | 3.34% | Reduce -1.4% | 50,231 | $4.8M |
| Strategies Wealth Advisors, LLC | 0.45% | Reduce -3.2% | 47,453 | $4.5M |
| New Hampshire Trust | 0.89% | Reduce -0.3% | 46,771 | $4.4M |
| Hamilton Capital, LLC | 0.23% | Reduce -9.0% | 46,515 | $4.4M |
| MML Investors Services, LLC | 0.01% | Reduce -15.1% | 45,843 | $4.3M |
| Savant Capital, LLC | 0.02% | Reduce -22.5% | 45,232 | $4.3M |
| TAGStone Capital, Inc. | 1.47% | Reduce -0.4% | 43,949 | $4.2M |
| Councilor Wealth, LLC | 1.98% | Reduce -9.5% | 43,229 | $4.1M |
| Sankala Group LLC | 3.33% | Add +3.4% | 43,237 | $4.1M |
| Chicago Partners Investment Group LLC | 0.09% | Add +1.2% | 39,634 | $4.0M |
| Corient Private Wealth LP | 0.01% | Reduce -25.8% | 41,943 | $4.0M |
| Krilogy Financial LLC | 0.13% | Reduce -1.6% | 39,039 | $3.9M |
| Captrust Financial Advisors | 0.01% | Reduce -0.5% | 39,549 | $3.7M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -14.9% | 39,401 | $3.7M |
| Bailard, Inc. | 0.08% | Add +1.4% | 38,433 | $3.6M |
| Truist Financial Corp. | 0.00% | Reduce -10.6% | 38,034 | $3.6M |
| AQR Capital Management | 0.00% | Add +22.2% | 38,022 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Add +11.5% | 37,815 | $3.6M |
| Prestige Wealth Management Group LLC | 0.67% | Add +0.6% | 36,331 | $3.4M |
| Paragon Capital Management Ltd | 0.72% | Reduce -0.1% | 36,043 | $3.4M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +6.2% | 36,013 | $3.4M |
| Marotta Asset Management | 0.62% | Reduce -16.4% | 35,663 | $3.4M |
| Facet Wealth, Inc. | 0.06% | Reduce -3.9% | 34,731 | $3.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.1% | 34,035 | $3.2M |
| Canandaigua National Trust Co of Florida | 2.55% | Add +4.6% | 33,548 | $3.2M |
| Tradition Wealth Management, LLC | 0.22% | Reduce -0.7% | 33,317 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | New | 33,199 | $3.1M |
| Larson Financial Group LLC | 0.10% | Reduce -1.9% | 33,173 | $3.1M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -11.4% | 33,155 | $3.1M |
| Financial Guidance Group, Inc. | 1.25% | Reduce -6.6% | 32,945 | $3.1M |
| Tortoise Investment Management, LLC | 0.25% | Reduce -0.6% | 32,252 | $3.1M |
| Partners in Financial Planning | 0.50% | Add +1.1% | 31,721 | $3.0M |
| Meredith Wealth Planning | 0.80% | Add +2.2% | 31,086 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -4.2% | 30,960 | $2.9M |
| Livet Wealth, LLC | 1.83% | Reduce -1.0% | 30,485 | $2.9M |
| Perennial Investment Advisors, LLC | 0.23% | Reduce -4.6% | 30,390 | $2.9M |
| Diversify Wealth Management, LLC | 0.05% | Reduce -18.4% | 28,026 | $2.9M |
| Junk Investment Group, LLC | 1.49% | — | 29,985 | $2.8M |
| Collective Family Office LLC | 0.60% | Reduce -1.2% | 28,030 | $2.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.6% | 27,967 | $2.6M |
| Pinnacle Family Advisors, LLC | 1.23% | Add +118.4% | 27,666 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Add +27.6% | 28,243 | $2.6M |
| UNIVEST FINANCIAL Corp | 0.15% | Reduce -3.5% | 27,486 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.2% | 27,366 | $2.6M |
| Benjamin Edwards Inc. | 0.03% | Reduce -3.7% | 27,294 | $2.6M |
| Savvy Advisors, Inc. | 0.07% | Add +318.9% | 26,633 | $2.5M |
| Fifth Third Securities, Inc. | 0.16% | Add +1.1% | 26,604 | $2.5M |
| MidFirst Bank | 0.21% | Add +2.1% | 26,409 | $2.5M |
| Waller Financial Planning Group, Inc. | 0.55% | Reduce -7.6% | 26,219 | $2.5M |
| Fell Capital Management | 2.34% | Add +23.8% | 25,881 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +0.3% | 25,676 | $2.4M |
| Leslie Global Wealth, LLC | 1.23% | Add +721.3% | 23,621 | $2.3M |
| Brookstone Capital Management | 0.03% | Reduce -5.7% | 24,385 | $2.3M |
| CM Wealth Advisors LLC | 0.48% | Reduce -1.1% | 23,904 | $2.3M |
| Blue Capital, Inc. | 1.45% | New | 23,394 | $2.2M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.74% | Add +0.2% | 22,917 | $2.2M |
| MAI Capital Management | 0.01% | Add +0.5% | 22,884 | $2.2M |
| Quartz Partners, LLC | 0.83% | New | 22,594 | $2.1M |
| Valmark Advisers, Inc. | 0.03% | Reduce -3.1% | 22,517 | $2.1M |
| Foundation Wealth Management, LLC\PA | 0.75% | Reduce -4.9% | 22,401 | $2.1M |
| Summit Financial, LLC | 0.03% | Add +430.9% | 22,218 | $2.1M |
| Pacific Sun Financial Corp | 1.01% | Reduce -0.1% | 22,076 | $2.1M |
| Focus Financial Network, Inc. | 0.07% | Reduce -4.6% | 21,925 | $2.1M |
| Brady Martz Wealth Solutions, LLC | 0.35% | Reduce -0.4% | 21,681 | $2.1M |
| Mutual Advisors, LLC | 0.04% | Reduce -5.9% | 21,665 | $2.0M |
| Eclectic Associates Inc. | 0.27% | Add +10.3% | 21,638 | $2.0M |
| Indie Asset Partners, LLC | 2.33% | Reduce -2.2% | 21,598 | $2.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.19% | Reduce -2.7% | 21,570 | $2.0M |
| Payne Capital Management, LLC | 0.61% | Add +1.4% | 21,337 | $2.0M |
| Kassira Wealth Management LLC | 1.84% | Add +0.4% | 21,138 | $2.0M |
| Assetmark, Inc. | 0.00% | Add +2.4% | 20,879 | $2.0M |
| Bill Few Associates, Inc. | 0.47% | Add +5.3% | 20,799 | $2.0M |
| Ignite Planners, LLC | 0.30% | Reduce -0.9% | 20,783 | $2.0M |
| Parkside Financial Bank & Trust | 0.15% | Add +0.5% | 20,387 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.3% | 20,317 | $1.9M |
| FMR LLC | 0.00% | Add +8.7% | 20,114 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +470.0% | 19,921 | $1.9M |
| Grey Fox Wealth Advisors, LLC | 0.36% | Add +13.9% | 19,916 | $1.9M |
| Sensible Money, LLC | 0.57% | Reduce -0.8% | 19,861 | $1.9M |
| Signet Financial Management, LLC | 0.21% | Reduce -2.8% | 19,848 | $1.9M |
| Everhart Financial Group, Inc. | 0.16% | Add +145.0% | 19,764 | $1.9M |
| Summit Wealth Group LLC / Co. | 0.19% | Reduce -14.9% | 19,417 | $1.8M |
| Simon Quick Advisors, LLC | 0.08% | Reduce -0.3% | 19,059 | $1.8M |
| Trueblood Wealth Management, LLC | 0.70% | Reduce -0.8% | 19,023 | $1.8M |
| EP Wealth Advisors, LLC | 0.01% | Add +1.0% | 18,646 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +24.8% | 18,597 | $1.8M |
| Melone Private Wealth, LLC | 0.72% | Reduce -8.7% | 18,539 | $1.8M |
| Opus Capital Group, LLC | 0.19% | Add +0.0% | 18,476 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -5.0% | 18,192 | $1.7M |
| Inspirion Wealth Advisors, LLC | 0.21% | Reduce -0.7% | 18,069 | $1.7M |
| Diversified Trust Co. | 0.03% | No change | 18,053 | $1.7M |
| Courage Miller Partners, LLC | 0.47% | Reduce -0.4% | 17,641 | $1.7M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -19.4% | 17,363 | $1.6M |
| CoreCap Advisors, LLC | 0.05% | Reduce -4.2% | 16,990 | $1.6M |
| XTX Topco Ltd | 0.03% | Reduce -1.4% | 15,996 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -42.2% | 15,980 | $1.5M |
| ERn Financial, LLC | 0.28% | Reduce -4.8% | 15,954 | $1.5M |
| Oakwell Private Wealth Management, LLC | 0.26% | No change | 15,652 | $1.5M |
| LTG Capital LLC | 1.13% | Reduce -0.8% | 15,647 | $1.5M |
| Altfest L J & Co. Inc. | 0.16% | Reduce -34.2% | 15,510 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +24.1% | 15,405 | $1.5M |
| Founders Grove Wealth Partners, LLC | 0.32% | No change | 15,060 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Add +2.4% | 14,998 | $1.4M |
| Avant Financial Advisors LLC | 0.99% | No change | 14,916 | $1.4M |
| Firestone Capital Management | 0.29% | Add +4.5% | 14,674 | $1.4M |
| Laraway Financial Advisors Inc | 0.96% | Reduce -11.6% | 14,420 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -78.0% | 14,308 | $1.4M |
| Meridian Financial Advisors, LLC | 0.73% | No change | 14,171 | $1.3M |
| Kendall Capital Management | 0.27% | No change | 14,000 | $1.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.14% | Reduce -3.8% | 13,688 | $1.3M |
| American Investment Services, Inc. | 0.29% | No change | 13,581 | $1.3M |
| Acorn Financial Advisory Services Inc. | 0.18% | Add +3.2% | 13,530 | $1.3M |
| Motive Wealth Advisors | 0.60% | Reduce -13.4% | 13,420 | $1.3M |
| Kelly Financial Group LLC | 0.31% | Reduce -2.8% | 12,959 | $1.2M |
| Texas Yale Capital Corp. | 0.03% | No change | 12,345 | $1.2M |
| Occidental Asset Management, LLC | 0.14% | Add +2.1% | 12,248 | $1.2M |
| Composition Wealth, LLC | 0.02% | Add +0.3% | 12,217 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +270.5% | 12,148 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +679.0% | 12,136 | $1.1M |
| Hardin Capital Partners, LLC | 0.53% | Add +1.1% | 12,005 | $1.1M |
| Graney & King, LLC | 0.61% | Reduce -3.0% | 11,984 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.78% | Reduce -0.4% | 11,964 | $1.1M |
| American Financial & Tax Strategies Inc. | 0.55% | Reduce -1.4% | 11,890 | $1.1M |
| Connecticut Wealth Management, LLC | 0.05% | No change | 11,834 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -3.1% | 11,827 | $1.1M |
| Invera Wealth Advisors, LLC | 0.71% | Reduce -1.4% | 11,717 | $1.1M |
| Financial Advisors Network, Inc. | 0.15% | Reduce -1.1% | 11,481 | $1.1M |
| Highland Financial Advisors, LLC | 0.28% | Add +10.1% | 11,388 | $1.1M |
| AlphaStar Capital Management, LLC | 0.08% | Add +4.4% | 11,388 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.6% | 11,260 | $1.1M |
| Inman Jager Wealth Management, LLC | 0.62% | Add +0.4% | 11,249 | $1.1M |
| Balance Wealth Partners LLC | 0.33% | Reduce -55.8% | 11,070 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Reduce -17.8% | 11,055 | $1.0M |
| CIBC Asset Management Inc | 0.00% | New | 11,000 | $1.0M |
| Fiduciary Alliance LLC | 0.06% | Add +14.4% | 10,439 | $1.0M |
| Private Wealth Management Group, LLC | 0.27% | Reduce -4.1% | 10,876 | $1.0M |
| Lodestar Private Asset Management LLC | 0.10% | Reduce -15.0% | 10,875 | $1.0M |
| BlackRock, Inc. | 0.00% | Add +10.6% | 10,863 | $1.0M |
| Arkadios Wealth Advisors | 0.02% | New | 10,580 | $1.0M |
| Quent Capital, LLC | 0.07% | Reduce -2.6% | 10,474 | $991K |
| Diligent Investors, LLC | 0.24% | Reduce -2.1% | 10,419 | $985K |
| Capital Squared Financial LLC | 0.75% | Add +17.2% | 10,357 | $980K |
| Keystone Financial Group | 0.07% | Add +0.5% | 10,265 | $971K |
| Freedom Investment Management, Inc. | 0.29% | Add +1.9% | 10,254 | $970K |
| Centaurus Financial, Inc. | 0.05% | Reduce -0.3% | 10,225 | $967K |
| Bernicke Wealth Management, Ltd. | 0.12% | Reduce -1.5% | 10,018 | $948K |
| Deutsche Bank AG | 0.00% | Reduce -1.6% | 9,997 | $946K |
| M&T Bank Corp | 0.00% | Reduce -1.4% | 9,916 | $938K |
| Advisory Services Network, LLC | 0.01% | Reduce -7.6% | 9,848 | $931K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -5.9% | 9,798 | $927K |
| OneAscent Family Office, LLC | 0.64% | Add +0.4% | 9,724 | $920K |
| Arax Advisory Partners | 0.03% | Reduce -0.8% | 9,675 | $915K |
| KWB Wealth | 0.09% | Reduce -0.1% | 9,959 | $906K |
| Beckerman Institutional, LLC | 0.48% | No change | 9,564 | $905K |
| HRT Financial LP | 0.00% | Add +74.1% | 9,515 | $899K |
| Principal Securities, Inc. | 0.01% | Add +2.3% | 9,473 | $896K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -3.4% | 9,220 | $872K |
| Betterment LLC | 0.00% | Add +0.6% | 9,110 | $862K |
| Park Avenue Securities LLC | 0.01% | Add +25.2% | 9,091 | $860K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -0.6% | 9,023 | $853K |
| Tiaa Trust, National Association | 0.05% | Reduce -94.4% | 8,956 | $847K |
| Carter Financial Group, INC. | 0.52% | Reduce -2.9% | 8,938 | $845K |
| CVFG LLC | 0.11% | New | 8,936 | $845K |
| Florida Financial Advisors, LLC | 0.20% | Add +45.7% | 8,913 | $843K |
| 4WEALTH Advisors, Inc. | 0.72% | Add +0.1% | 9,062 | $839K |
| Cary Street Partners Investment Advisory LLC | 0.21% | Add +2.4% | 8,870 | $839K |
| Burney Co./ | 0.03% | Reduce -20.6% | 8,855 | $838K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -3.4% | 8,746 | $827K |
| Western Wealth Management, LLC | 0.03% | No change | 8,675 | $821K |
| One Capital Management, LLC | 0.02% | Reduce -2.6% | 8,545 | $808K |
| Spartan Wealth Advisory Services LLC | 0.07% | — | 8,541 | $808K |
| Valley Wealth Managers, Inc. | 0.05% | Reduce -4.5% | 8,472 | $801K |
| IAG Wealth Partners, LLC | 0.09% | Reduce -8.9% | 8,341 | $789K |
| Clear Retirement Advice LLC | 0.62% | Reduce -0.2% | 8,306 | $786K |
| Merit Financial Group, LLC | 0.01% | Reduce -7.0% | 8,253 | $781K |
| GFS Advisors, LLC | 0.05% | Reduce -25.7% | 8,252 | $780K |
| QRG Capital Management, Inc. | 0.01% | Reduce -0.3% | 8,225 | $778K |
| Stifel Financial Corp. | 0.00% | Add +18.3% | 8,197 | $775K |
| Independent Financial Group, LLC | 0.02% | Reduce -1.4% | 8,190 | $775K |
| YANKCOM Partnership | 0.32% | No change | 8,158 | $772K |
| Brown Advisory Inc. | 0.00% | Reduce -48.2% | 8,049 | $761K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.1% | 8,033 | $760K |
| Red Tortoise LLC | 0.32% | Reduce -2.1% | 7,992 | $756K |
| Diversified Investment Strategies, LLC | 0.48% | Reduce -2.0% | 7,972 | $754K |
| Atlas Brown,Inc. | 0.22% | Reduce -1.3% | 7,895 | $747K |
| Commonwealth Financial Services, LLC | 0.12% | Reduce -6.8% | 7,702 | $728K |
| Private Trust Co. NA | 0.07% | Reduce -9.6% | 7,686 | $727K |
| Vise Technologies, Inc. | 0.01% | No change | 7,882 | $717K |
| Taylor & Morgan Wealth Management, LLC | 0.40% | No change | 7,457 | $705K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.8% | 7,360 | $696K |
| Visionary Wealth Advisors | 0.03% | Add +121.5% | 7,328 | $693K |
| Pinnacle Holdings, LLC | 0.25% | New | 7,311 | $691K |
| LexAurum Advisors, LLC | 0.09% | — | 7,258 | $686K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -1.1% | 6,953 | $658K |
| Montz Harcus Wealth Management LLC | 0.26% | Reduce -1.4% | 6,896 | $652K |
| CWA Asset Management Group, LLC | 0.02% | Add +52.3% | 6,872 | $650K |
| Vestia Personal Wealth Advisors | 0.30% | Add +0.3% | 6,825 | $646K |
| Root Financial Partners, LLC | 0.03% | Reduce -0.4% | 6,816 | $645K |
| Portside Wealth Group, LLC | 0.09% | Reduce -13.3% | 6,764 | $640K |
| Accredited Investors Inc. | 0.03% | Reduce -5.7% | 6,699 | $634K |
| Insight Advisors, LLC/ PA | 0.12% | Add +0.8% | 6,664 | $630K |
| JNBA Financial Advisors | 0.05% | Reduce -18.8% | 6,651 | $629K |
| CogentBlue Wealth Advisors, LLC | 0.42% | Add +0.0% | 6,554 | $620K |
| Ieq Capital, LLC | 0.00% | Add +35.8% | 6,531 | $618K |
| G2 Capital Management, LLC / Oh | 0.15% | No change | 6,529 | $618K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 6,269 | $593K |
| US Bancorp \de | 0.00% | Reduce -3.6% | 6,224 | $589K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 6,194 | $586K |
| Smart Portfolios, LLC | 0.58% | Reduce -0.2% | 6,187 | $585K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 6,168 | $583K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -4.6% | 6,123 | $579K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +0.3% | 6,094 | $576K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.4% | 6,015 | $569K |
| Clarity Wealth Development LLC | 0.46% | Reduce -8.9% | 5,971 | $565K |
| Eldridge Investment Advisors, Inc. | 0.12% | Add +1.8% | 5,965 | $564K |
| Seaside Wealth Management, Inc. | 0.16% | Reduce -0.1% | 5,864 | $555K |
| Compound Planning, Inc. | 0.02% | Add +23.9% | 5,839 | $552K |
| Allworth Financial LP | 0.00% | Reduce -3.2% | 5,646 | $534K |
| Rialto Wealth Management, LLC | 0.12% | Add +2.6% | 5,613 | $531K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -4.7% | 5,611 | $531K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.5% | 5,609 | $530K |
| GWN Securities Inc. | 0.10% | Add +8.4% | 5,558 | $526K |
| Friday Financial | 0.18% | Add +14.8% | 5,556 | $525K |
| Duncker Streett & Co. Inc. | 0.10% | Add +0.0% | 5,544 | $524K |
| Financial Enhancement Group LLC | 0.06% | Add +1.1% | 5,144 | $523K |
| Ameritas Advisory Services, LLC | 0.02% | Add +6.3% | 5,508 | $521K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.9% | 5,496 | $520K |
| CGN Advisors LLC | 0.04% | Add +10.3% | 5,465 | $517K |
| Marble Harbor Investment Counsel, LLC | 0.06% | No change | 5,450 | $515K |
| Brooklyn Investment Group | 0.02% | No change | 5,442 | $515K |
| Gibbs Wealth Management | 0.07% | New | 5,433 | $514K |
| Glenview Trust Co | 0.01% | No change | 5,426 | $513K |
| Weinberger Asset Management, Inc | 0.19% | Reduce -0.9% | 5,314 | $503K |
| Integrity Wealth Solutions LLC | 0.20% | Add +0.4% | 5,271 | $499K |
| Sei Investments Co. | 0.00% | Reduce -6.5% | 5,189 | $491K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.14% | Reduce -20.3% | 5,157 | $488K |
| Compass Ion Advisors, LLC | 0.05% | Add +2.2% | 5,138 | $486K |
| Choreo, LLC | 0.01% | Reduce -5.0% | 5,130 | $484K |
| Denver Wealth Management, Inc. | 0.16% | Reduce -13.7% | 5,042 | $477K |
| Traction Financial Partners, LLC | 0.29% | Reduce -7.6% | 4,935 | $467K |
| Anson Capital, Inc. | 0.32% | Reduce -0.1% | 4,916 | $465K |
| Addis & Hill, Inc | 0.28% | No change | 4,899 | $463K |
| SilverOak Wealth Management LLC | 0.07% | No change | 4,829 | $457K |
| Petersen Hastings Wealth Advisors Inc. | 0.04% | Reduce -8.9% | 4,792 | $453K |
| Fairscale Capital, LLC | 0.31% | Reduce -3.8% | 4,777 | $452K |
| Apeiron RIA LLC | 0.10% | Reduce -5.4% | 4,753 | $450K |
| Redwood Park Advisors LLC | 0.33% | Reduce -4.2% | 4,719 | $446K |
| New England Capital Financial Advisors LLC | 0.12% | Add +0.2% | 4,715 | $446K |
| One Degree Advisors Inc | 0.12% | No change | 4,708 | $445K |
| HBK Sorce Advisory LLC | 0.01% | No change | 4,234 | $439K |
| Meridian Wealth Management, LLC | 0.02% | Add +4.4% | 4,630 | $438K |
| Silver Oak Securities, Incorporated | 0.03% | Add +69.3% | 4,591 | $434K |
| Howard Financial Services, LTD. | 0.05% | Reduce -12.3% | 4,486 | $424K |
| Equita Financial Network, Inc. | 0.13% | Reduce -40.5% | 4,425 | $418K |
| Austin Wealth Management, LLC | 0.10% | Reduce -6.4% | 4,382 | $418K |
| Tranquility Partners, LLC | 0.16% | No change | 4,415 | $418K |
| Topsail Wealth Management, LLC | 0.06% | Add +8.4% | 4,362 | $413K |
| Intrua Financial, LLC | 0.04% | Reduce -5.5% | 4,346 | $411K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.1% | 4,337 | $410K |
| Total Clarity Wealth Management, Inc. | 0.10% | Add +33.7% | 4,293 | $406K |
| WealthPlan Investment Management, LLC | 0.02% | New | 4,264 | $403K |
| Cornerstone Advisory, LLC | 0.04% | No change | 4,261 | $403K |
| Wealth Advisors Northwest LLC | 0.17% | Reduce -6.9% | 4,252 | $402K |
| Blair William & Co. | 0.00% | Add +48.1% | 4,248 | $402K |
| Market Street Wealth Management Advisors LLC | 0.06% | No change | 4,208 | $398K |
| Cresset Asset Management, LLC | 0.00% | Add +0.1% | 4,200 | $397K |
| Marquette Asset Management, LLC | 0.06% | No change | 4,189 | $396K |
| IFS Group,LLC | 0.35% | — | 4,171 | $394K |
| Richwood Investment Advisors, LLC | 0.30% | Reduce -23.8% | 4,160 | $393K |
| Waldron Private Wealth LLC | 0.02% | Reduce -24.9% | 4,149 | $392K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 4,000 | $378K |
| Tempo Wealth, LLC | 0.07% | Reduce -0.9% | 3,979 | $376K |
| Argent Trust Co | 0.01% | No change | 3,954 | $374K |
| Amicus Financial Advisors, LLC | 0.10% | Add +5.2% | 3,921 | $371K |
| Crescent Sterling, Ltd. | 0.36% | No change | 3,920 | $371K |
| Bangor Savings Bank | 0.03% | No change | 3,910 | $370K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -1.5% | 3,937 | $366K |
| RFG Advisory, LLC | 0.01% | New | 3,846 | $364K |
| Wealth Management Nebraska | 0.04% | Reduce -2.8% | 3,833 | $363K |
| IF Advisors, LLC | 0.26% | New | 3,823 | $362K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -1.5% | 3,820 | $361K |
| HUB Investment Partners, LLC | 0.01% | Reduce -21.8% | 3,733 | $353K |
| Novem Group | 0.04% | Add +28.6% | 3,710 | $351K |
| Jacobs Equity LLC | 0.31% | Reduce -28.8% | 3,371 | $350K |
| Sigma Planning Corp | 0.01% | Add +0.2% | 3,663 | $346K |
| Third View Private Wealth, LLC | 0.05% | Reduce -12.0% | 3,661 | $346K |
| Intelligence Driven Advisers, LLC | 0.06% | Reduce -2.4% | 3,659 | $346K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -7.6% | 3,581 | $339K |
| Seed Wealth Management, Inc. | 0.23% | No change | 3,580 | $339K |
| Willner & Heller, LLC | 0.25% | Add +0.4% | 3,555 | $336K |
| Equity Wealth Partners, LLC | 0.21% | Reduce -0.8% | 3,457 | $327K |
| Morton Brown Family Wealth, LLC | 0.09% | Reduce -1.3% | 3,407 | $322K |
| Tobias Financial Advisors, Inc. | 0.04% | Reduce -2.5% | 3,376 | $319K |
| Creekside Partners | 0.13% | Add +0.0% | 3,344 | $316K |
| Susquehanna International Group, LLP | 0.00% | Reduce -87.6% | 3,314 | $313K |
| CPC Advisors, LLC | 0.05% | New | 3,291 | $311K |
| Net Worth Advisory Group | 0.06% | Add +0.5% | 3,267 | $309K |
| Richmond Investment Services, LLC | 0.05% | Add +9.2% | 3,255 | $308K |
| Narus Financial Partners, LLC | 0.08% | No change | 3,250 | $307K |
| Pacifica Partners Inc. | 0.10% | No change | 3,231 | $306K |
| Snider Financial Group | 0.09% | Add +2.7% | 3,227 | $305K |
| Sovran Advisors, LLC | 0.02% | Reduce -12.2% | 2,952 | $305K |
| XY Planning Network, Inc. | 0.05% | Reduce -1.0% | 3,204 | $303K |
| Coordinated Financial Services, Inc. | 0.17% | Add +4.1% | 3,154 | $298K |
| Armbruster Capital Management, Inc. | 0.05% | No change | 3,088 | $292K |
| American Trust | 0.03% | Add +13.1% | 3,058 | $289K |
| Sheets Smith Wealth Management | 0.03% | Add +0.2% | 3,049 | $288K |
| Financial Network Wealth Advisors LLC | 0.29% | Add +1.8% | 3,041 | $288K |
| Allred Capital Management, LLC | 0.10% | No change | 3,030 | $287K |
| TBH Global Asset Management, LLC | 0.06% | Reduce -4.5% | 3,029 | $287K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -6.1% | 2,992 | $283K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +9.0% | 2,981 | $282K |
| 626 Financial, LLC | 0.13% | No change | 2,965 | $280K |
| Coastwise Capital Group, LLC | 0.15% | Add +0.4% | 2,940 | $278K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.08% | Add +4.7% | 2,922 | $276K |
| Burns Matteson Capital Management, LLC | 0.11% | Reduce -4.0% | 2,920 | $276K |
| Allodium Investment Consultants, LLC | 0.13% | No change | 2,908 | $275K |
| Integrated Advisors Network LLC | 0.01% | Reduce -18.1% | 2,906 | $275K |
| Nestegg Advisors, Inc. | 0.24% | Add +0.5% | 2,888 | $273K |
| Lido Advisors, LLC | 0.00% | No change | 2,884 | $273K |
| Foundations Investment Advisors, LLC | 0.00% | Add +2.0% | 2,858 | $270K |
| Associated Banc-Corp | 0.01% | Reduce -14.1% | 2,857 | $270K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 2,800 | $265K |
| Inspire Advisors, LLC | 0.02% | New | 2,799 | $265K |
| Courier Capital LLC | 0.01% | Add +1.9% | 2,794 | $264K |
| Roberts Glore & Co. Inc. | 0.07% | Reduce -2.2% | 2,789 | $264K |
| Avant Capital LLC | 0.19% | Add +0.1% | 2,788 | $264K |
| Paradigm, Strategies in Wealth Management, LLC | 0.18% | Add +0.3% | 2,759 | $261K |
| BCGM Wealth Management, LLC | 0.07% | Add +0.4% | 2,757 | $261K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.4% | 2,746 | $260K |
| Landmark Wealth Management, LLC | 0.07% | New | 2,734 | $259K |
| Sherman Wealth Management LLC | 0.22% | Add +0.4% | 2,727 | $258K |
| Cornerstone Planning, LLC | 0.06% | Reduce -2.4% | 2,700 | $255K |
| Wallace Advisory Group, LLC | 0.27% | Reduce -4.3% | 2,697 | $255K |
| Center for Financial Planning, Inc. | 0.03% | No change | 2,677 | $253K |
| Wellspring Financial Advisors, LLC | 0.02% | No change | 2,663 | $252K |
| Capstone Wealth Management Group, LLC | 0.11% | Add +0.5% | 2,656 | $251K |
| Team Hewins, LLC | 0.07% | No change | 2,644 | $250K |
| IFP Advisors, Inc | 0.01% | Reduce -9.9% | 2,628 | $249K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -8.5% | 2,598 | $246K |
| Ballast Advisors LLC | 0.07% | Add +0.2% | 2,573 | $243K |
| Jim Saulnier & Associates, LLC | 0.12% | Add +0.4% | 2,534 | $240K |
| Pinnacle Bancorp, Inc. | 0.07% | Add +0.0% | 2,512 | $238K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,510 | $237K |
| Capital Investment Advisors, LLC | 0.00% | Add +11.2% | 2,493 | $236K |
| Faithward Advisors, LLC | 0.03% | Reduce -1.9% | 2,491 | $236K |
| Orin Green Financial, LLC | 0.10% | No change | 2,489 | $235K |
| Foster Group, Inc. | 0.01% | Add +2.1% | 2,451 | $232K |
| Concord Wealth Partners | 0.03% | Reduce -15.0% | 2,425 | $229K |
| Evermay Wealth Management LLC | 0.03% | No change | 2,390 | $226K |
| Ballentine Capital Advisors, Inc | 0.09% | No change | 2,374 | $225K |
| Providence Financial Advisors, LLC | 0.13% | Reduce -5.5% | 2,370 | $224K |
| Berger Financial Group, Inc | 0.01% | Add +2.2% | 2,360 | $223K |
| Tiemann Investment Advisors, LLC | 0.09% | No change | 2,356 | $223K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | Reduce -2.9% | 2,335 | $221K |
| AE Wealth Management LLC | 0.00% | Reduce -10.3% | 2,333 | $221K |
| Empowered Funds, LLC | 0.00% | New | 2,312 | $219K |
| Balefire, LLC | 0.04% | Add +4.5% | 2,310 | $218K |
| Avestar Capital, LLC | 0.01% | No change | 2,296 | $217K |
| Main Street Financial Solutions, LLC | 0.02% | New | 2,295 | $217K |
| Everest Financial Group LLC | 0.04% | New | 2,286 | $216K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -93.8% | 2,269 | $215K |
| Cathy Pareto & Associates, Inc. | 0.14% | Add +2.8% | 2,268 | $215K |
| Windward Private Wealth Management Inc. | 0.07% | Reduce -1.6% | 2,266 | $214K |
| Koshinski Asset Management, Inc. | 0.01% | New | 2,217 | $210K |
| Sachetta, LLC | 0.11% | Add +0.4% | 2,214 | $209K |
| CreativeOne Wealth, LLC | 0.00% | Reduce -4.9% | 2,214 | $209K |
| NorthAvenue LLC | 0.17% | Reduce -2.5% | 2,210 | $209K |
| Measured Wealth Private Client Group, LLC | 0.06% | Reduce -3.4% | 2,194 | $208K |
| Norden Group LLC | 0.02% | New | 2,184 | $207K |
| Gateway Wealth Partners, LLC | 0.01% | New | 2,170 | $205K |
| Csenge Advisory Group | 0.01% | New | 2,153 | $204K |
| CENTRAL TRUST Co | 0.00% | No change | 2,073 | $196K |
| Creative Financial Designs Inc. | 0.01% | Reduce -2.5% | 1,840 | $174K |
| Centerpoint Advisors, LLC | 0.05% | Reduce -6.5% | 1,724 | $163K |
| Smartleaf Asset Management LLC | 0.01% | Add +19.6% | 1,644 | $152K |
| Winthrop Capital Management, LLC | 0.04% | Reduce -0.8% | 1,579 | $149K |
| Abound Wealth Management | 0.03% | Add +0.5% | 1,470 | $139K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -3.2% | 1,461 | $138K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -44.7% | 1,461 | $138K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,435 | $136K |
| Urban Financial Advisory Corp | 0.05% | Add +0.4% | 1,382 | $131K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 1,381 | $131K |
| Horizon Investments, LLC | 0.00% | Add +84.4% | 1,348 | $127K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +0.2% | 1,299 | $123K |
| Kennebec Savings Bank | 0.10% | Reduce -2.3% | 1,219 | $115K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 1,218 | $115K |
| Walsh & Associates, LLC | 0.10% | Add +2.3% | 1,118 | $106K |
| CX Institutional | 0.00% | Add +1470.6% | 1,068 | $101K |
| Grey Ledge Advisors, LLC | 0.02% | Reduce -2.1% | 1,029 | $97K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,020 | $96K |
| Eastern Bank | 0.00% | No change | 1,000 | $95K |
| Tidemark, LLC | 0.02% | Add +611.4% | 939 | $89K |
| Cornerstone Planning Group LLC | 0.01% | Add +2179.4% | 775 | $80K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 815 | $77K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 808 | $76K |
| Founders Financial Alliance, LLC | 0.01% | New | 805 | $76K |
| Ashton Thomas Securities, LLC | 0.01% | New | 793 | $75K |
| Maseco LLP | 0.00% | No change | 775 | $73K |
| Sound Income Strategies, LLC | 0.00% | No change | 764 | $72K |
| Collier Financial | 0.05% | Add +7.2% | 714 | $68K |
| Copia Wealth Management | 0.05% | Add +38.1% | 710 | $67K |
| Tompkins Financial Corp. | 0.01% | New | 694 | $66K |
| MCF Advisors LLC | 0.00% | New | 617 | $58K |
| Opal Wealth Advisors, LLC | 0.01% | New | 585 | $55K |
| Sage Mountain Advisors LLC | 0.00% | No change | 565 | $53K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 540 | $51K |
| Bogart Wealth, LLC | 0.00% | No change | 501 | $47K |
| International Assets Investment Management, LLC | 0.00% | No change | 494 | $47K |
| UMB Bank, n.a. | 0.00% | No change | 494 | $47K |
| Miller Capital Partners, Inc. | 0.02% | No change | 473 | $45K |
| Tucker Asset Management LLC | 0.01% | Reduce -8.9% | 472 | $45K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 471 | $45K |
| Teachers Insurance & Annuity Association of America | 0.05% | No change | 430 | $41K |
| Park National Corp. | 0.00% | New | 417 | $39K |
| ESL Trust Services, LLC | 0.01% | No change | 400 | $38K |
| Abound Financial, LLC | 0.02% | No change | 382 | $36K |
| Register Financial Advisors LLC | 0.01% | New | 358 | $34K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 350 | $33K |
| Glassman Wealth Services | 0.00% | Add +0.3% | 334 | $32K |
| Glenmede Trust Co. NA | 0.00% | New | 316 | $30K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 286 | $29K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -20.9% | 291 | $28K |
| Vanguard Advisers Inc. | 0.00% | — | 287 | $27K |
| Versant Capital Management, Inc | 0.00% | No change | 285 | $27K |
| Spire Wealth Management | 0.00% | No change | 275 | $26K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 270 | $26K |
| Richardson Capital Management LLC | 0.01% | No change | 264 | $25K |
| Lodestone Wealth Management LLC | 0.01% | Add +0.4% | 263 | $25K |
| Realta Investment Advisors | 0.01% | No change | 260 | $25K |
| Basepoint Wealth LLC | 0.01% | Add +0.4% | 252 | $24K |
| Lanark Financial, Inc. | 0.00% | No change | 248 | $23K |
| Rothschild Investment LLC | 0.00% | No change | 215 | $20K |
| MTM Investment Management, LLC | 0.01% | No change | 195 | $18K |
| TD Capital Management LLC | 0.00% | No change | 188 | $18K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -33.7% | 187 | $18K |
| Operose Advisors LLC | 0.00% | Add +51.6% | 185 | $17K |
| Qube Research & Technologies Ltd | 0.00% | Add +106.7% | 184 | $17K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 182 | $17K |
| Clark Wealth Partners | 0.01% | No change | 179 | $17K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 178 | $17K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 171 | $16K |
| Rossby Financial, LCC | 0.00% | No change | 170 | $16K |
| Morse Asset Management, Inc | 0.00% | No change | 165 | $16K |
| Bokf, NA | 0.00% | No change | 160 | $15K |
| Trust Co. of Toledo NA | 0.00% | No change | 158 | $15K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 151 | $14K |
| Bullock Wealth Management Group | 0.01% | Add +0.7% | 148 | $14K |
| DecisionPoint Financial, LLC | 0.00% | New | 147 | $14K |
| Caitlin John, LLC | 0.01% | No change | 142 | $13K |
| Financial Consulate, Inc. | 0.00% | Reduce -49.0% | 132 | $12K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Add +0.8% | 126 | $12K |
| Towne Trust Company, N.A | 0.00% | No change | 125 | $12K |
| Kozak & Associates, Inc. | 0.00% | Add +0.9% | 117 | $12K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 122 | $12K |
| Davis Capital Management | 0.01% | No change | 120 | $11K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -83.5% | 115 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 115 | $11K |
| Hughes Financial Services, LLC | 0.00% | No change | 114 | $11K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 99 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 96 | $9K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -15.2% | 95 | $9K |
| First Community Trust NA | 0.01% | No change | 94 | $9K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 83 | $8K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 79 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | Add +1.4% | 72 | $7K |
| Bank of Montreal | 0.00% | Reduce -87.7% | 65 | $6K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 62 | $6K |
| Vision Retirement, LLC | 0.00% | No change | 60 | $6K |
| Phillips Financial Management, LLC | 0.00% | No change | 56 | $5K |
| REAP Financial Group, LLC | 0.00% | Add +1.9% | 54 | $5K |
| Advisortrust Partners, LLC | 0.00% | New | 53 | $5K |
| Valley National Advisers Inc. | 0.00% | No change | 60 | $5K |
| Blue Trust, Inc. | 0.00% | No change | 50 | $5K |
| Tower View Wealth Management LLC | 0.00% | Add +2.0% | 50 | $5K |
| Costello Asset Management, INC | 0.00% | No change | 46 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -96.7% | 41 | $4K |
| GAMMA Investing LLC | 0.00% | No change | 40 | $4K |
| Front Row Advisors LLC | 0.00% | No change | 35 | $3K |
| Crewe Advisors LLC | 0.00% | Reduce -33.3% | 32 | $3K |
| GeoWealth Management, LLC | 0.00% | New | 31 | $3K |
| Burk Holdings LLC | 0.00% | New | 30 | $3K |
| Howe & Rusling Inc. | 0.00% | No change | 24 | $2K |
| Founders Capital Management | 0.00% | No change | 22 | $2K |
| AlphaCore Capital LLC | 0.00% | New | 21 | $2K |
| FWL Investment Management, LLC | 0.00% | No change | 17 | $2K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 15 | $1K |
| Hurley Capital, LLC | 0.00% | No change | 13 | $1K |
| Main Street Group, LTD | 0.00% | New | 11 | $1K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 11 | $1K |
| Capital Analysts, LLC | 0.00% | New | 12 | $1K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 10 | $946 |
| Pittenger & Anderson Inc. | 0.00% | New | 9 | $852 |
| Golden State Wealth Management, LLC | 0.00% | No change | 9 | $851 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +75.0% | 7 | $662 |
| Retiremitten Financial LLC | 0.00% | — | 5 | $473 |
| BNP Paribas Financial Markets | 0.00% | Reduce -93.3% | 3 | $284 |
| Networth Advisors, LLC | 0.00% | No change | 2 | $189 |
| Citigroup Inc. | 0.00% | Add +100.0% | 2 | $189 |
| Manning & Napier Advisors LLC | 0.00% | No change | 1 | $134 |
| Signaturefd, LLC | 0.00% | Reduce -98.0% | 1 | $104 |
| SouthState Bank Corp | 0.00% | No change | 1 | $92 |
"% 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.