SS SPDR S&P 600 SC Val ETFSLYVETF
13F holders, Q2 2026 (June 30)618holders +19
50new positions
29sold out
3famous investors
$108.94avg. 13F price*
At the end of Q2 2026, 618 institutions reported holding SS SPDR S&P 600 SC Val ETF (SLYV) in their 13F filings, up 19 from Q1 2026. 50 opened new positions and 29 sold out. The largest holders were LPL Financial LLC ($781.9M), Financial Engines Advisors L.L.C. ($113.4M) and Cannon Financial Strategists, Inc. ($109.2M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS SPDR S&P 600 SC Val ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $102.0M |
| Exits | 29 | $7.0M |
All 13F filers, Q1 2026 → Q2 2026: 3,815,493 shares bought and 1,747,846 shares sold, net +2,067,647 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 618 holders
| LPL Financial LLC | 0.18% | Add +38.6% | 7,166,475 | $781.9M |
| Financial Engines Advisors L.L.C. | 0.20% | Reduce -4.1% | 1,038,990 | $113.4M |
| Cannon Financial Strategists, Inc. | 12.43% | Reduce -0.7% | 1,001,138 | $109.2M |
| Bank of America Corp. | 0.01% | Reduce -8.1% | 960,074 | $104.8M |
| NorthRock Partners, LLC | 1.32% | Add +4.5% | 834,093 | $91.0M |
| Pacific Life Fund Advisors LLC | 6.79% | New | 565,677 | $61.7M |
| Morgan Stanley | 0.00% | Reduce -0.0% | 556,313 | $60.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -8.6% | 545,069 | $59.6M |
| Convergence Financial, LLC | 3.31% | Add +89.8% | 381,642 | $41.6M |
| Goelzer Investment Management, Inc. | 1.78% | Reduce -52.6% | 374,631 | $40.9M |
| WCG Wealth Advisors LLC | 0.95% | Reduce -3.4% | 367,902 | $40.1M |
| Creative Planning | 0.02% | Reduce -8.6% | 324,356 | $35.4M |
| Rodgers & Associates, LTD | 3.20% | Reduce -0.4% | 322,641 | $35.2M |
| Equitable Holdings, Inc. | 0.21% | Add +6.1% | 318,546 | $34.8M |
| Fragasso Financial Advisors Inc | 1.78% | Reduce -1.6% | 305,286 | $33.3M |
| Dean, Jacobson Financial Services, LLC | 17.32% | Reduce -0.8% | 288,425 | $31.5M |
| Cerity Partners LLC | 0.04% | Reduce -1.9% | 280,730 | $30.6M |
| Klingman & Associates, LLC | 1.30% | Reduce -0.4% | 279,909 | $30.5M |
| Focus Partners Wealth | 0.03% | Add +8.7% | 279,896 | $30.5M |
| Brandywine Oak Private Wealth LLC | 2.30% | Reduce -2.3% | 278,220 | $30.4M |
| Evensky & Katz LLC | 1.43% | Reduce -4.6% | 254,349 | $27.8M |
| Waverly Advisors, LLC | 0.15% | Reduce -2.0% | 230,724 | $25.2M |
| Morningstar Investment Management LLC | 1.49% | No change | 255,802 | $24.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -3.7% | 219,289 | $23.9M |
| Canandaigua National Bank & Trust Co. | 2.02% | — | 219,319 | $23.9M |
| One Day In July LLC | 1.65% | Add +8.2% | 217,834 | $23.8M |
| Wrenne Financial Planning LLC | 7.81% | Add +4.4% | 211,985 | $23.1M |
| First National Trust Co | 0.78% | Add +0.7% | 210,616 | $23.0M |
| OpenArc Corporate Advisory, LLC | 0.26% | Reduce -8.3% | 200,367 | $21.9M |
| HighTower Advisors, LLC | 0.02% | Reduce -6.2% | 199,840 | $21.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -6.7% | 197,628 | $21.1M |
| Financial Strategies Group, Inc. | 3.29% | Add +1.9% | 188,300 | $20.6M |
| GHP Investment Advisors, Inc. | 0.74% | Add +1.6% | 184,716 | $20.2M |
| FAS Wealth Partners, Inc. | 1.05% | Add +4.0% | 184,101 | $20.1M |
| Wells Fargo & Company | 0.00% | Reduce -29.9% | 183,331 | $20.0M |
| Key Financial Inc | 3.23% | Reduce -1.3% | 180,724 | $19.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -7.0% | 178,621 | $19.5M |
| Avantax Planning Partners, Inc. | 0.48% | Reduce -3.9% | 176,693 | $19.3M |
| American Financial Advisors, LLC | 2.12% | Reduce -35.4% | 161,395 | $17.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -32.9% | 154,964 | $16.9M |
| Sage Financial Group Inc. | 0.92% | Reduce -3.9% | 152,819 | $16.7M |
| Jones Financial Companies LLLP | 0.01% | Add +13.2% | 150,501 | $16.4M |
| Geneos Wealth Management Inc. | 0.32% | Add +22.2% | 142,458 | $15.5M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.05% | Reduce -5.8% | 138,743 | $15.1M |
| Optimist Retirement Group LLC | 5.76% | Reduce -0.1% | 136,908 | $14.9M |
| Lutz Financial Services LLC | 0.91% | Reduce -1.6% | 136,271 | $14.9M |
| UBS Group AG | 0.00% | Reduce -10.5% | 135,160 | $14.7M |
| Baird Financial Group, Inc. | 0.02% | Add +4.3% | 130,437 | $14.2M |
| CarsonAllaria Wealth Management, Ltd. | 6.13% | Add +4.1% | 129,564 | $14.1M |
| Stevens Capital Partners | 2.66% | Add +26.6% | 128,076 | $14.0M |
| Triangle Securities Wealth Management | 2.69% | Add +0.0% | 124,315 | $13.6M |
| BIP Wealth, LLC | 0.38% | Add +6.0% | 121,966 | $13.3M |
| Rothschild Wealth LLC | 1.04% | Reduce -7.5% | 119,184 | $13.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -5.7% | 115,867 | $12.6M |
| Asset Dedication, LLC | 0.73% | Reduce -4.4% | 106,354 | $11.6M |
| LPWM LLC | 2.45% | Add +0.5% | 101,312 | $11.1M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Add +3.5% | 99,910 | $10.9M |
| N.E.W. Advisory Services LLC | 0.72% | Reduce -4.9% | 99,101 | $10.8M |
| Avior Wealth Management, LLC | 0.28% | Add +43.2% | 99,126 | $10.8M |
| Capasso Planning Partners LLC | 5.32% | Reduce -1.4% | 97,845 | $10.7M |
| Raymond James Financial Inc. | 0.00% | Add +5.8% | 97,149 | $10.6M |
| Cetera Investment Advisers | 0.01% | Add +3.2% | 94,166 | $10.3M |
| Rockbridge Investment Management, LCC | 0.82% | Reduce -1.8% | 92,717 | $10.1M |
| Mariner, LLC | 0.01% | Reduce -10.1% | 88,473 | $9.7M |
| Modera Wealth Management, LLC | 0.10% | Reduce -0.1% | 87,923 | $9.6M |
| Diversified Enterprises, LLC | 0.46% | Add +0.7% | 87,234 | $9.5M |
| Susquehanna International Group, LLP | 0.01% | Add +2476.6% | 85,389 | $9.3M |
| Savant Capital, LLC | 0.03% | Add +100.6% | 90,729 | $9.2M |
| TRB Wealth Management, LLC | 1.22% | Add +1.2% | 83,737 | $9.1M |
| Trilogy Capital Inc. | 0.35% | Add +13.8% | 81,461 | $8.9M |
| Mather Group, Llc. | 0.08% | Reduce -1.8% | 81,169 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.7% | 80,491 | $8.8M |
| Private Advisor Group, LLC | 0.04% | Reduce -49.7% | 80,103 | $8.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +22.1% | 79,112 | $8.6M |
| Leicht Financial Planning & Wealth Management, Inc. | 3.51% | New | 78,485 | $8.6M |
| Arnold Financial Planning LLC | 6.14% | Add +1.7% | 75,505 | $8.2M |
| Symphony Financial, Ltd. Co. | 0.90% | Add +7.0% | 75,656 | $8.2M |
| Nwam LLC | 0.41% | Reduce -16.7% | 74,379 | $8.1M |
| KWB Wealth | 0.67% | Add +616.7% | 71,378 | $7.8M |
| Cambridge Financial Group, LLC | 2.36% | Reduce -1.6% | 68,669 | $7.5M |
| Ritholtz Wealth Management | 0.11% | Add +2.7% | 68,241 | $7.4M |
| Moneco Advisors, LLC | 0.45% | Add +9.3% | 67,943 | $7.4M |
| Aire Advisors, LLC | 1.19% | Reduce -0.4% | 66,815 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +0.6% | 65,181 | $7.1M |
| Cornerstone Advisors Asset Management, LLC | 0.90% | No change | 63,149 | $6.9M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -9.5% | 62,404 | $6.8M |
| Roberts Financial Services LLC | 1.96% | Reduce -0.2% | 61,436 | $6.7M |
| Northwest Wealth Management, LLC | 0.87% | Reduce -1.4% | 60,684 | $6.6M |
| Palisades Hudson Asset Management, L.P. | 2.29% | Reduce -3.5% | 59,924 | $6.5M |
| IHT Wealth Management, LLC | 0.14% | Add +0.1% | 59,287 | $6.5M |
| Marathon Mission, Inc. | 2.97% | Add +1.4% | 54,505 | $5.9M |
| Probity Advisors, Inc. | 0.84% | Reduce -3.5% | 53,973 | $5.9M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -12.8% | 53,316 | $5.8M |
| Midwest Trust Co | 0.07% | Reduce -1.8% | 52,831 | $5.8M |
| Interactive Financial Advisors, Inc. | 3.43% | Add +1.4% | 52,529 | $5.6M |
| MML Investors Services, LLC | 0.01% | Add +11.3% | 51,001 | $5.6M |
| Nvest Wealth Strategies, Inc. | 3.45% | Add +0.1% | 50,259 | $5.5M |
| Salomon & Ludwin, LLC | 0.45% | Reduce -4.0% | 50,142 | $5.5M |
| Hamilton Capital, LLC | 0.27% | Add +6.6% | 49,600 | $5.4M |
| Sankala Group LLC | 3.43% | Add +7.3% | 46,415 | $5.1M |
| New Hampshire Trust | 0.95% | Reduce -1.2% | 46,224 | $5.0M |
| Strategies Wealth Advisors, LLC | 0.44% | Reduce -5.3% | 44,937 | $4.9M |
| Balanced Wealth Group LLC | 1.55% | Reduce -64.7% | 44,826 | $4.9M |
| Compton Financial Group, LLC | 0.94% | New | 44,658 | $4.9M |
| Farther Finance Advisors, LLC | 0.04% | Add +11.2% | 43,806 | $4.8M |
| Corient Private Wealth LP | 0.01% | Add +2.6% | 43,054 | $4.7M |
| TAGStone Capital, Inc. | 1.47% | Reduce -3.5% | 42,400 | $4.6M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +13.9% | 41,022 | $4.5M |
| Councilor Wealth, LLC | 1.80% | Reduce -5.4% | 40,877 | $4.5M |
| Captrust Financial Advisors | 0.01% | Add +3.3% | 40,833 | $4.5M |
| IFG Advisory, LLC | 0.16% | New | 40,806 | $4.5M |
| Chicago Partners Investment Group LLC | 0.09% | Add +0.7% | 39,895 | $4.3M |
| Bailard, Inc. | 0.09% | Add +0.1% | 38,460 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +0.9% | 38,365 | $4.2M |
| Flagship Harbor Advisors, LLC | 0.16% | Add +324.5% | 38,302 | $4.2M |
| Krilogy Financial LLC | 0.12% | Reduce -2.1% | 38,219 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +13.8% | 37,771 | $4.1M |
| AQR Capital Management | 0.00% | Reduce -1.4% | 37,501 | $4.1M |
| Prestige Wealth Management Group LLC | 0.73% | Add +0.8% | 36,613 | $4.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -6.0% | 35,542 | $3.9M |
| Carolina Wealth Management Inc | 1.78% | — | 35,453 | $3.9M |
| Calton & Associates, Inc. | 0.56% | Reduce -31.6% | 35,035 | $3.8M |
| Paragon Capital Management Ltd | 0.72% | Reduce -3.2% | 34,896 | $3.8M |
| Integrated Wealth Concepts LLC | 0.02% | Add +20.7% | 33,764 | $3.7M |
| Tradition Wealth Management, LLC | 0.22% | Add +0.8% | 33,584 | $3.7M |
| Aptus Capital Advisors, LLC | 0.03% | Add +0.0% | 33,158 | $3.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.8% | 33,070 | $3.6M |
| Financial Guidance Group, Inc. | 1.34% | Add +0.0% | 32,948 | $3.6M |
| Larson Financial Group LLC | 0.09% | Reduce -3.3% | 32,086 | $3.5M |
| Tortoise Investment Management, LLC | 0.26% | Reduce -0.6% | 32,052 | $3.5M |
| Partners in Financial Planning | 0.52% | Add +0.0% | 31,729 | $3.5M |
| UNIVEST FINANCIAL Corp | 0.17% | Add +15.1% | 31,636 | $3.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +14.8% | 31,412 | $3.4M |
| Meredith Wealth Planning | 0.81% | Add +0.9% | 31,354 | $3.4M |
| Collier Financial | 2.33% | Add +4266.4% | 31,176 | $3.4M |
| Jane Street Group, LLC | 0.00% | Add +56.2% | 31,110 | $3.4M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -2.5% | 30,194 | $3.3M |
| Junk Investment Group, LLC | 1.44% | Reduce -0.3% | 29,904 | $3.3M |
| Perennial Investment Advisors, LLC | 0.22% | Reduce -1.8% | 29,831 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Add +6.0% | 29,937 | $3.3M |
| Marotta Asset Management | 0.54% | Reduce -16.3% | 29,850 | $3.2M |
| Pinnacle Family Advisors, LLC | 1.34% | Add +6.0% | 29,336 | $3.2M |
| Livet Wealth, LLC | 1.84% | Reduce -4.3% | 29,170 | $3.2M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +9.6% | 28,140 | $3.1M |
| Collective Family Office LLC | 0.62% | Reduce -0.3% | 27,953 | $3.0M |
| Fell Capital Management | 2.53% | Add +6.2% | 27,495 | $3.0M |
| Benjamin Edwards Inc. | 0.03% | Reduce -1.2% | 26,972 | $2.9M |
| True Blue Financial, LLC | 1.22% | New | 26,561 | $2.9M |
| MidFirst Bank | 0.20% | Reduce -0.5% | 26,291 | $2.9M |
| Global Retirement Partners, LLC | 0.04% | — | 26,280 | $2.9M |
| Two Sigma Investments, LP | 0.00% | Add +64.3% | 26,252 | $2.9M |
| Fifth Third Securities, Inc. | 0.16% | Reduce -3.0% | 25,806 | $2.8M |
| Flow Traders U.S. LLC | 0.11% | New | 25,481 | $2.8M |
| Waller Financial Planning Group, Inc. | 0.56% | Reduce -4.1% | 25,140 | $2.7M |
| FMR LLC | 0.00% | Add +24.8% | 25,100 | $2.7M |
| Brookstone Capital Management | 0.03% | Reduce -0.7% | 24,206 | $2.6M |
| Savvy Advisors, Inc. | 0.06% | Reduce -9.9% | 24,002 | $2.6M |
| CM Wealth Advisors LLC | 0.47% | No change | 23,904 | $2.6M |
| MAI Capital Management | 0.01% | Add +1.6% | 23,261 | $2.5M |
| Fiduciary Financial Advisors | 0.25% | New | 22,796 | $2.5M |
| Leslie Global Wealth, LLC | 0.96% | Reduce -4.4% | 22,587 | $2.5M |
| Indie Asset Partners, LLC | 2.36% | Add +4.5% | 22,563 | $2.5M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.69% | Reduce -2.1% | 22,434 | $2.4M |
| Summit Financial, LLC | 0.03% | Reduce -1.1% | 21,969 | $2.4M |
| Pacific Sun Financial Corp | 0.98% | Reduce -0.9% | 21,866 | $2.4M |
| Valmark Advisers, Inc. | 0.03% | Reduce -3.2% | 21,802 | $2.4M |
| Mutual Advisors, LLC | 0.04% | Add +0.3% | 21,719 | $2.4M |
| Brady Martz Wealth Solutions, LLC | 0.36% | Add +0.1% | 21,708 | $2.4M |
| Eclectic Associates Inc. | 0.27% | Reduce -0.3% | 21,567 | $2.4M |
| Focus Financial Network, Inc. | 0.07% | Reduce -2.3% | 21,422 | $2.3M |
| Quartz Partners, LLC | 0.76% | Reduce -5.3% | 21,399 | $2.3M |
| Parkside Financial Bank & Trust | 0.16% | Add +4.3% | 21,255 | $2.3M |
| Ignite Planners, LLC | 0.32% | Add +2.1% | 21,213 | $2.3M |
| Payne Capital Management, LLC | 0.62% | Reduce -0.6% | 21,219 | $2.3M |
| Bill Few Associates, Inc. | 0.49% | Add +1.8% | 21,175 | $2.3M |
| Kassira Wealth Management LLC | 1.84% | Reduce -0.7% | 20,990 | $2.3M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +1.3% | 20,585 | $2.2M |
| Foundation Wealth Management, LLC\PA | 0.67% | Reduce -9.6% | 20,251 | $2.2M |
| Grey Fox Wealth Advisors, LLC | 0.35% | Add +1.4% | 20,190 | $2.2M |
| Sensible Money, LLC | 0.57% | Reduce -0.3% | 19,795 | $2.2M |
| Diversify Advisory Services, LLC | 0.04% | New | 19,852 | $2.2M |
| Diversify Wealth Management, LLC | 0.04% | Reduce -29.2% | 19,852 | $2.2M |
| Trueblood Wealth Management, LLC | 0.73% | Add +0.3% | 19,071 | $2.1M |
| Simon Quick Advisors, LLC | 0.08% | No change | 19,059 | $2.1M |
| EP Wealth Advisors, LLC | 0.01% | Add +0.8% | 18,786 | $2.0M |
| Melone Private Wealth, LLC | 0.77% | Reduce -0.2% | 18,500 | $2.0M |
| MCF Advisors LLC | 0.07% | Add +2871.3% | 18,333 | $2.0M |
| Opus Capital Group, LLC | 0.19% | Reduce -1.5% | 18,191 | $2.0M |
| Diversified Trust Co. | 0.03% | No change | 18,053 | $2.0M |
| Perigon Wealth Management, LLC | 0.03% | Add +3.4% | 17,958 | $2.0M |
| Quent Capital, LLC | 0.12% | Add +71.0% | 17,916 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.4% | 17,758 | $1.9M |
| Courage Miller Partners, LLC | 0.50% | Reduce -1.6% | 17,360 | $1.9M |
| Financial Synergies Wealth Advisors, Inc. | 0.16% | Reduce -19.6% | 17,342 | $1.9M |
| McAdam, LLC | 0.07% | Reduce -68.9% | 17,302 | $1.9M |
| Oppenheimer & Co. Inc. | 0.02% | Add +11.2% | 17,128 | $1.9M |
| Inspirion Wealth Advisors, LLC | 0.21% | Reduce -5.3% | 17,117 | $1.9M |
| CoreCap Advisors, LLC | 0.05% | Reduce -1.0% | 16,823 | $1.8M |
| Phillip James Consulting Co. | 1.22% | New | 16,781 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.7% | 16,609 | $1.8M |
| Altfest L J & Co. Inc. | 0.17% | Add +2.0% | 15,820 | $1.7M |
| XTX Topco Ltd | 0.02% | Reduce -1.3% | 15,793 | $1.7M |
| LTG Capital LLC | 1.14% | Add +0.3% | 15,689 | $1.7M |
| Summit Wealth Group LLC / Co. | 0.14% | Reduce -19.6% | 15,608 | $1.7M |
| Oakwell Private Wealth Management, LLC | 0.28% | Reduce -0.4% | 15,586 | $1.7M |
| ERn Financial, LLC | 0.28% | Reduce -4.5% | 15,232 | $1.7M |
| Founders Grove Wealth Partners, LLC | 0.33% | Reduce -0.6% | 14,971 | $1.6M |
| Avant Financial Advisors LLC | 1.01% | Reduce -0.3% | 14,877 | $1.6M |
| Firestone Capital Management | 0.30% | Add +0.4% | 14,729 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Reduce -2.8% | 14,581 | $1.6M |
| Meridian Financial Advisors, LLC | 0.74% | No change | 14,171 | $1.5M |
| Laraway Financial Advisors Inc | 0.94% | Reduce -1.7% | 14,171 | $1.5M |
| Liberty Capital Management, Inc. | 0.26% | — | 14,000 | $1.5M |
| Kendall Capital Management | 0.25% | No change | 14,000 | $1.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.7% | 13,919 | $1.5M |
| Motive Wealth Advisors | 0.61% | Add +1.8% | 13,666 | $1.5M |
| Moisand Fitzgerald Tamayo, LLC | 0.14% | Reduce -1.4% | 13,491 | $1.5M |
| American Investment Services, Inc. | 0.31% | Reduce -0.7% | 13,486 | $1.5M |
| AlphaStar Capital Management, LLC | 0.09% | Add +17.1% | 13,340 | $1.5M |
| Acorn Financial Advisory Services Inc. | 0.19% | Reduce -3.1% | 13,104 | $1.4M |
| Invera Wealth Advisors, LLC | 0.76% | Add +10.7% | 12,967 | $1.4M |
| Kelly Financial Group LLC | 0.31% | Reduce -1.5% | 12,760 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +181857.1% | 12,737 | $1.4M |
| Occidental Asset Management, LLC | 0.14% | Add +2.2% | 12,522 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Add +12.8% | 12,475 | $1.4M |
| Centaurus Financial, Inc. | 0.05% | Add +20.7% | 12,343 | $1.3M |
| Texas Yale Capital Corp. | 0.03% | No change | 12,345 | $1.3M |
| Harbour Investments, Inc. | 0.02% | Add +1.2% | 12,280 | $1.3M |
| Composition Wealth, LLC | 0.02% | Add +0.3% | 12,257 | $1.3M |
| Highland Financial Advisors, LLC | 0.29% | Add +7.0% | 12,179 | $1.3M |
| Hardin Capital Partners, LLC | 0.61% | Add +0.2% | 12,029 | $1.3M |
| MidAtlantic Capital Management, Inc. | 0.81% | No change | 11,964 | $1.3M |
| American Financial & Tax Strategies Inc. | 0.59% | No change | 11,890 | $1.3M |
| Connecticut Wealth Management, LLC | 0.05% | No change | 11,834 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.6% | 11,751 | $1.3M |
| Blue Capital, Inc. | 0.80% | Reduce -50.5% | 11,587 | $1.3M |
| Financial Advisors Network, Inc. | 0.15% | Reduce -0.8% | 11,390 | $1.2M |
| BlackRock, Inc. | 0.00% | Add +3.6% | 11,259 | $1.2M |
| Inman Jager Wealth Management, LLC | 0.65% | Reduce -0.2% | 11,230 | $1.2M |
| Western Wealth Management, LLC | 0.04% | Add +28.6% | 11,157 | $1.2M |
| Graney & King, LLC | 0.44% | Reduce -7.1% | 11,135 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.3% | 11,110 | $1.2M |
| Vise Technologies, Inc. | 0.01% | Add +39.8% | 11,019 | $1.2M |
| Nuveen, LLC | 0.00% | New | 10,998 | $1.2M |
| Balance Wealth Partners LLC | 0.32% | Reduce -0.9% | 10,975 | $1.2M |
| Private Trust Co. NA | 0.10% | Add +41.6% | 10,884 | $1.2M |
| Capital Squared Financial LLC | 0.76% | Add +3.3% | 10,696 | $1.2M |
| Private Wealth Management Group, LLC | 0.27% | Reduce -2.1% | 10,649 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +8.2% | 10,597 | $1.2M |
| Advisory Services Network, LLC | 0.01% | Add +6.3% | 10,472 | $1.1M |
| Diligent Investors, LLC | 0.25% | Reduce -1.0% | 10,315 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Reduce -3.5% | 10,214 | $1.1M |
| Facet Wealth, Inc. | 0.02% | Reduce -70.8% | 10,154 | $1.1M |
| Keystone Financial Group | 0.07% | Reduce -1.8% | 10,085 | $1.1M |
| Bernicke Wealth Management, Ltd. | 0.13% | Reduce -0.1% | 10,004 | $1.1M |
| Deutsche Bank AG | 0.00% | No change | 9,997 | $1.1M |
| Arax Advisory Partners | 0.01% | Add +1.5% | 9,821 | $1.1M |
| CVFG LLC | 0.11% | Add +7.4% | 9,594 | $1.0M |
| Beckerman Institutional, LLC | 0.50% | No change | 9,564 | $1.0M |
| Fiduciary Alliance LLC | 0.07% | Reduce -10.4% | 9,351 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -2.2% | 9,014 | $984K |
| Carter Financial Group, INC. | 0.51% | Add +0.3% | 8,964 | $978K |
| Lodestar Private Asset Management LLC | 0.08% | Reduce -17.7% | 8,952 | $977K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +2.2% | 8,939 | $975K |
| Betterment LLC | 0.00% | Reduce -2.3% | 8,902 | $971K |
| 4WEALTH Advisors, Inc. | 0.74% | Reduce -2.5% | 8,832 | $960K |
| Everhart Financial Group, Inc. | 0.06% | Reduce -55.5% | 8,795 | $960K |
| Stifel Financial Corp. | 0.00% | Add +5.7% | 8,661 | $945K |
| Cary Street Partners Investment Advisory LLC | 0.19% | Reduce -4.0% | 8,517 | $929K |
| Tiaa Trust, National Association | 0.05% | Reduce -5.5% | 8,468 | $924K |
| Florida Financial Advisors, LLC | 0.16% | Reduce -5.4% | 8,428 | $920K |
| QRG Capital Management, Inc. | 0.01% | Add +2.5% | 8,428 | $920K |
| Burney Co./ | 0.02% | Reduce -5.9% | 8,329 | $909K |
| Valley Wealth Managers, Inc. | 0.05% | Reduce -3.9% | 8,141 | $888K |
| Clear Retirement Advice LLC | 0.61% | Reduce -2.4% | 8,111 | $885K |
| Independent Financial Group, LLC | 0.02% | Reduce -1.0% | 8,105 | $884K |
| Visionary Wealth Advisors | 0.03% | Add +9.7% | 8,035 | $877K |
| YANKCOM Partnership | 0.31% | Reduce -2.1% | 7,983 | $871K |
| Brown Advisory Inc. | 0.00% | Reduce -1.1% | 7,962 | $869K |
| Diversified Investment Strategies, LLC | 0.56% | Reduce -0.6% | 7,926 | $865K |
| IAG Wealth Partners, LLC | 0.09% | Reduce -5.6% | 7,875 | $859K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.6% | 7,771 | $848K |
| Atlas Brown,Inc. | 0.23% | Reduce -2.1% | 7,727 | $843K |
| Portside Wealth Group, LLC | 0.10% | Add +13.9% | 7,705 | $841K |
| Assetmark, Inc. | 0.00% | Reduce -63.2% | 7,681 | $838K |
| Commonwealth Financial Services, LLC | 0.11% | Reduce -1.8% | 7,562 | $825K |
| Fifth Third Bancorp | 0.00% | Reduce -38.5% | 7,470 | $815K |
| Spartan Wealth Advisory Services LLC | 0.07% | Reduce -12.6% | 7,466 | $815K |
| Pinnacle Holdings, LLC | 0.27% | Add +1.4% | 7,414 | $809K |
| One Capital Management, LLC | 0.02% | No change | 8,545 | $808K |
| Park Avenue Securities LLC | 0.01% | Reduce -19.2% | 7,345 | $801K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -8.8% | 7,327 | $799K |
| Taylor & Morgan Wealth Management, LLC | 0.39% | Reduce -3.0% | 7,232 | $789K |
| LexAurum Advisors, LLC | 0.09% | Reduce -0.6% | 7,214 | $787K |
| Montz Harcus Wealth Management LLC | 0.27% | Add +2.0% | 7,036 | $768K |
| Freedom Investment Management, Inc. | 0.21% | Reduce -31.5% | 7,021 | $766K |
| Friday Financial | 0.20% | Add +25.6% | 6,977 | $748K |
| Vestia Personal Wealth Advisors | 0.29% | Add +0.4% | 6,851 | $748K |
| Root Financial Partners, LLC | 0.03% | No change | 6,816 | $744K |
| Ameritas Advisory Services, LLC | 0.01% | Add +23.5% | 6,804 | $742K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +7.5% | 6,739 | $735K |
| Allworth Financial LP | 0.00% | Add +18.8% | 6,708 | $732K |
| Accredited Investors Inc. | 0.03% | Reduce -0.2% | 6,688 | $730K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +7.3% | 6,620 | $722K |
| Merit Financial Group, LLC | 0.00% | Reduce -19.9% | 6,613 | $722K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -5.4% | 6,580 | $718K |
| CogentBlue Wealth Advisors, LLC | 0.41% | Reduce -0.5% | 6,519 | $711K |
| Insight Advisors, LLC/ PA | 0.12% | Reduce -2.5% | 6,496 | $709K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 6,194 | $676K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +0.3% | 6,110 | $667K |
| Seaside Wealth Management, Inc. | 0.16% | Add +3.8% | 6,084 | $664K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.1% | 6,010 | $656K |
| Eldridge Investment Advisors, Inc. | 0.13% | Add +0.7% | 6,009 | $656K |
| US Bancorp \de | 0.00% | Reduce -3.5% | 6,004 | $655K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -2.0% | 5,999 | $655K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -12.9% | 5,985 | $653K |
| JNBA Financial Advisors | 0.05% | Reduce -12.4% | 5,825 | $636K |
| GWN Securities Inc. | 0.11% | Add +4.3% | 5,800 | $633K |
| D. E. Shaw & Co. | 0.00% | New | 5,585 | $609K |
| Fairscale Capital, LLC | 0.36% | Add +16.8% | 5,579 | $609K |
| Duncker Streett & Co. Inc. | 0.10% | Add +0.1% | 5,548 | $605K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.2% | 5,543 | $605K |
| Cary Street Partners Financial LLC | 0.01% | No change | 5,496 | $600K |
| Rialto Wealth Management, LLC | 0.12% | Reduce -2.6% | 5,466 | $596K |
| Marble Harbor Investment Counsel, LLC | 0.06% | No change | 5,450 | $595K |
| Glenview Trust Co | 0.01% | No change | 5,426 | $592K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +24.7% | 5,410 | $590K |
| Weinberger Asset Management, Inc | 0.19% | No change | 5,314 | $586K |
| Integrity Wealth Solutions LLC | 0.21% | Add +0.4% | 5,290 | $577K |
| Compass Ion Advisors, LLC | 0.05% | Add +1.8% | 5,232 | $571K |
| Financial Enhancement Group LLC | 0.07% | Add +1.0% | 5,196 | $567K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -7.7% | 5,175 | $565K |
| Denver Wealth Management, Inc. | 0.16% | Add +1.1% | 5,095 | $556K |
| Compound Planning, Inc. | 0.01% | Reduce -13.4% | 5,055 | $552K |
| Sei Investments Co. | 0.00% | Reduce -3.0% | 5,034 | $549K |
| Traction Financial Partners, LLC | 0.29% | No change | 4,935 | $538K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.14% | Reduce -4.4% | 4,928 | $538K |
| Addis & Hill, Inc | 0.29% | No change | 4,899 | $535K |
| SilverOak Wealth Management LLC | 0.07% | No change | 4,829 | $527K |
| New England Capital Financial Advisors LLC | 0.12% | Add +0.2% | 4,726 | $516K |
| HighPoint Advisor Group LLC | 0.02% | New | 4,712 | $514K |
| One Degree Advisors Inc | 0.11% | No change | 4,708 | $512K |
| Apeiron RIA LLC | 0.13% | Reduce -1.3% | 4,690 | $512K |
| Anson Capital, Inc. | 0.33% | Reduce -5.8% | 4,633 | $506K |
| Jacobs Equity LLC | 0.35% | Add +37.0% | 4,617 | $504K |
| G2 Capital Management, LLC / Oh | 0.11% | Reduce -29.6% | 4,597 | $502K |
| CGN Advisors LLC | 0.04% | Reduce -16.0% | 4,592 | $501K |
| Independent Advisor Alliance | 0.01% | Reduce -95.3% | 4,559 | $497K |
| Choreo, LLC | 0.01% | Reduce -11.3% | 4,549 | $496K |
| Intrua Financial, LLC | 0.05% | Add +4.3% | 4,535 | $495K |
| Petersen Hastings Wealth Advisors Inc. | 0.04% | Reduce -5.6% | 4,523 | $494K |
| Redwood Park Advisors LLC | 0.36% | Reduce -4.2% | 4,523 | $493K |
| RFG Advisory, LLC | 0.01% | Add +17.4% | 4,514 | $493K |
| Wiregrass Investment Management LLC | 0.34% | New | 4,511 | $492K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -1.8% | 4,507 | $492K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -3.0% | 4,492 | $490K |
| Renaissance Technologies | 0.00% | New | 4,428 | $483K |
| Tranquility Partners, LLC | 0.17% | No change | 4,415 | $482K |
| Equita Financial Network, Inc. | 0.13% | Reduce -0.8% | 4,392 | $479K |
| Austin Wealth Management, LLC | 0.10% | No change | 4,382 | $479K |
| Topsail Wealth Management, LLC | 0.06% | No change | 4,362 | $476K |
| Total Clarity Wealth Management, Inc. | 0.09% | Add +0.6% | 4,320 | $471K |
| HBK Sorce Advisory LLC | 0.01% | No change | 4,234 | $469K |
| Cornerstone Advisory, LLC | 0.04% | No change | 4,261 | $465K |
| Blair William & Co. | 0.00% | Reduce -0.1% | 4,246 | $463K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -0.5% | 4,244 | $463K |
| Novem Group | 0.05% | Add +13.7% | 4,217 | $460K |
| Market Street Wealth Management Advisors LLC | 0.07% | No change | 4,208 | $459K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 4,201 | $458K |
| Marquette Asset Management, LLC | 0.06% | Reduce -0.3% | 4,176 | $456K |
| Waldron Private Wealth LLC | 0.02% | No change | 4,149 | $453K |
| IMA Advisory Services, Inc. | 0.03% | New | 4,132 | $451K |
| Wealth Advisors Northwest LLC | 0.15% | Reduce -4.6% | 4,058 | $443K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | New | 4,042 | $441K |
| Richwood Investment Advisors, LLC | 0.31% | Reduce -2.9% | 4,041 | $441K |
| Tempo Wealth, LLC | 0.06% | Add +0.5% | 3,998 | $436K |
| HB Wealth Management, LLC | 0.00% | New | 3,977 | $434K |
| Argent Trust Co | 0.01% | No change | 3,954 | $431K |
| CPC Advisors, LLC | 0.06% | Add +19.5% | 3,932 | $429K |
| Crescent Sterling, Ltd. | 0.38% | No change | 3,920 | $428K |
| Bangor Savings Bank | 0.03% | No change | 3,910 | $427K |
| IF Advisors, LLC | 0.27% | No change | 3,823 | $417K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +0.0% | 3,821 | $417K |
| Inspire Advisors, LLC | 0.03% | Add +34.0% | 3,751 | $409K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -7.5% | 3,700 | $404K |
| Wealth Management Nebraska | 0.04% | Reduce -3.9% | 3,682 | $402K |
| Sigma Planning Corp | 0.01% | Add +0.2% | 3,670 | $400K |
| Amicus Financial Advisors, LLC | 0.10% | Reduce -6.4% | 3,670 | $400K |
| Intelligence Driven Advisers, LLC | 0.06% | No change | 3,659 | $399K |
| HUB Investment Partners, LLC | 0.01% | Reduce -2.5% | 3,639 | $397K |
| Freestone Capital Holdings, LLC | 0.01% | Add +1.6% | 3,637 | $397K |
| Seed Wealth Management, Inc. | 0.25% | No change | 3,580 | $391K |
| Willner & Heller, LLC | 0.24% | Add +0.5% | 3,573 | $390K |
| Third View Private Wealth, LLC | 0.05% | Reduce -3.7% | 3,527 | $385K |
| Equity Wealth Partners, LLC | 0.14% | Add +0.1% | 3,459 | $377K |
| Howard Financial Services, LTD. | 0.04% | Reduce -24.0% | 3,408 | $372K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -13.4% | 3,411 | $371K |
| Tobias Financial Advisors, Inc. | 0.05% | Reduce -0.2% | 3,370 | $368K |
| Creekside Partners | 0.13% | Add +0.1% | 3,346 | $365K |
| Morton Brown Family Wealth, LLC | 0.08% | Reduce -2.6% | 3,318 | $362K |
| Foundations Investment Advisors, LLC | 0.00% | Add +15.7% | 3,307 | $361K |
| Narus Financial Partners, LLC | 0.09% | No change | 3,250 | $355K |
| Snider Financial Group | 0.09% | No change | 3,227 | $352K |
| Pacifica Partners Inc. | 0.11% | No change | 3,231 | $349K |
| Principal Securities, Inc. | 0.00% | Reduce -66.3% | 3,197 | $349K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +6.9% | 3,188 | $348K |
| American Trust | 0.03% | Add +0.1% | 3,062 | $334K |
| Financial Network Wealth Advisors LLC | 0.34% | Add +0.7% | 3,063 | $334K |
| Armbruster Capital Management, Inc. | 0.05% | Reduce -1.6% | 3,038 | $331K |
| Allred Capital Management, LLC | 0.11% | No change | 3,030 | $331K |
| Coastwise Capital Group, LLC | 0.19% | Add +2.9% | 3,024 | $330K |
| 626 Financial, LLC | 0.13% | No change | 2,965 | $324K |
| Burns Matteson Capital Management, LLC | 0.10% | No change | 2,920 | $319K |
| Allodium Investment Consultants, LLC | 0.13% | No change | 2,908 | $317K |
| Nestegg Advisors, Inc. | 0.22% | Add +0.5% | 2,902 | $317K |
| Collaborative Wealth Managment Inc. | 0.13% | New | 2,863 | $312K |
| Associated Banc-Corp | 0.01% | No change | 2,857 | $312K |
| TBH Global Asset Management, LLC | 0.06% | Reduce -6.1% | 2,843 | $310K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 2,800 | $306K |
| Avant Capital LLC | 0.19% | Reduce -0.3% | 2,779 | $303K |
| Concord Wealth Partners | 0.03% | Add +13.4% | 2,749 | $300K |
| Lido Advisors, LLC | 0.00% | Reduce -5.4% | 2,728 | $298K |
| Sherman Wealth Management LLC | 0.22% | Reduce -0.3% | 2,720 | $297K |
| Paradigm, Strategies in Wealth Management, LLC | 0.18% | Reduce -1.7% | 2,713 | $296K |
| Sovran Advisors, LLC | 0.02% | Reduce -7.9% | 2,718 | $295K |
| Cornerstone Planning, LLC | 0.07% | Reduce -0.5% | 2,687 | $293K |
| Courier Capital LLC | 0.01% | Reduce -4.2% | 2,678 | $292K |
| Center for Financial Planning, Inc. | 0.03% | No change | 2,677 | $292K |
| Sheets Smith Wealth Management | 0.03% | Reduce -12.2% | 2,676 | $292K |
| Verus Capital Partners, LLC | 0.02% | New | 2,666 | $291K |
| Wellspring Financial Advisors, LLC | 0.02% | No change | 2,663 | $291K |
| Team Hewins, LLC | 0.08% | No change | 2,644 | $288K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.2% | 2,631 | $287K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.4% | 2,609 | $285K |
| Wallace Advisory Group, LLC | 0.27% | Reduce -3.3% | 2,608 | $285K |
| Clearstead Advisors, LLC | 0.00% | Add +3.7% | 2,603 | $284K |
| Capstone Wealth Management Group, LLC | 0.10% | Reduce -2.7% | 2,584 | $282K |
| Nicolet Bankshares Inc. | 0.01% | New | 2,610 | $282K |
| Ballast Advisors LLC | 0.07% | Add +0.2% | 2,578 | $281K |
| Norden Group LLC | 0.02% | Add +17.5% | 2,567 | $280K |
| Landmark Wealth Management, LLC | 0.07% | Reduce -6.4% | 2,558 | $279K |
| Integrated Advisors Network LLC | 0.01% | Reduce -12.2% | 2,553 | $279K |
| Jim Saulnier & Associates, LLC | 0.11% | Add +0.5% | 2,546 | $278K |
| Roberts Glore & Co. Inc. | 0.07% | Reduce -10.2% | 2,504 | $273K |
| Orin Green Financial, LLC | 0.10% | No change | 2,489 | $272K |
| Pinnacle Bancorp, Inc. | 0.07% | Reduce -1.0% | 2,488 | $271K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -1.4% | 2,458 | $268K |
| Faithward Advisors, LLC | 0.03% | Reduce -1.6% | 2,452 | $268K |
| Foster Group, Inc. | 0.01% | No change | 2,451 | $267K |
| Balefire, LLC | 0.04% | Add +4.9% | 2,424 | $264K |
| Evermay Wealth Management LLC | 0.03% | No change | 2,390 | $261K |
| Berger Financial Group, Inc | 0.01% | Add +0.3% | 2,368 | $258K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -20.9% | 2,366 | $258K |
| Tiemann Investment Advisors, LLC | 0.09% | No change | 2,356 | $257K |
| Rockwood Wealth Management, LLC | 0.02% | New | 2,345 | $256K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | Reduce -0.0% | 2,334 | $255K |
| Trust Co. of Vermont | 0.01% | — | 2,313 | $252K |
| Koshinski Asset Management, Inc. | 0.01% | Add +4.0% | 2,306 | $252K |
| Main Street Financial Solutions, LLC | 0.02% | Add +0.2% | 2,299 | $251K |
| Everest Financial Group LLC | 0.03% | Add +0.5% | 2,297 | $251K |
| Avestar Capital, LLC | 0.01% | No change | 2,296 | $251K |
| Cathy Pareto & Associates, Inc. | 0.15% | Add +0.5% | 2,279 | $249K |
| Citigroup Inc. | 0.00% | Add +113700.0% | 2,276 | $248K |
| Windward Private Wealth Management Inc. | 0.08% | No change | 2,266 | $247K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -1.2% | 2,242 | $245K |
| Ballentine Capital Advisors, Inc | 0.09% | Reduce -5.8% | 2,236 | $244K |
| Haverford Trust Co | 0.00% | New | 2,194 | $239K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -1.0% | 2,191 | $239K |
| Csenge Advisory Group | 0.01% | Reduce -0.1% | 2,150 | $235K |
| M&T Bank Corp | 0.00% | Reduce -78.3% | 2,149 | $234K |
| GTS Securities LLC | 0.00% | New | 2,067 | $226K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 2,098 | $225K |
| Garden State Investment Advisory Services LLC | 0.04% | New | 2,053 | $224K |
| Advance Capital Management, Inc. | 0.01% | New | 2,051 | $224K |
| Sachetta, LLC | 0.11% | Reduce -7.7% | 2,043 | $223K |
| Mission Wealth Management, LP | 0.00% | New | 2,035 | $222K |
| Measured Wealth Private Client Group, LLC | 0.05% | Reduce -7.5% | 2,029 | $221K |
| Plancorp, LLC | 0.01% | New | 2,040 | $220K |
| Delta Capital Management LLC | 0.10% | New | 2,000 | $218K |
| Wrapmanager Inc. | 0.07% | New | 1,990 | $217K |
| NorthAvenue LLC | 0.15% | Reduce -10.3% | 1,983 | $216K |
| CENTRAL TRUST Co | 0.00% | Reduce -7.2% | 1,923 | $210K |
| Emergent Wealth Advisors, LLC | 0.11% | New | 1,921 | $210K |
| McKinley Carter Wealth Services, Inc. | 0.01% | New | 1,920 | $209K |
| Essex Financial Services, Inc. | 0.01% | New | 1,908 | $208K |
| Beaumont Financial Advisors, LLC | 0.01% | New | 1,896 | $207K |
| Marietta Investment Partners LLC | 0.04% | New | 1,893 | $207K |
| Sax Wealth Advisors, LLC | 0.01% | New | 2,182 | $206K |
| HCR Wealth Advisors | 0.02% | New | 1,888 | $206K |
| Destiny Capital Corp | 0.10% | New | 1,884 | $206K |
| Accel Wealth Management | 0.05% | New | 1,857 | $203K |
| Synergy Financial Group, LTD | 0.15% | New | 1,855 | $202K |
| Clarity Wealth Development LLC | 0.11% | Reduce -69.1% | 1,847 | $202K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 1,841 | $201K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,644 | $179K |
| Winthrop Capital Management, LLC | 0.04% | Add +0.1% | 1,580 | $172K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +5.4% | 1,540 | $168K |
| Abound Wealth Management | 0.03% | Add +0.5% | 1,477 | $161K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,435 | $157K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 1,381 | $151K |
| AE Wealth Management LLC | 0.00% | Reduce -41.6% | 1,362 | $149K |
| Centerpoint Advisors, LLC | 0.04% | Reduce -24.1% | 1,309 | $143K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +0.3% | 1,303 | $142K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -12.2% | 1,283 | $140K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 1,218 | $133K |
| Kennebec Savings Bank | 0.10% | Reduce -3.3% | 1,179 | $129K |
| Walsh & Associates, LLC | 0.10% | Reduce -1.8% | 1,098 | $120K |
| Grey Ledge Advisors, LLC | 0.02% | Add +0.4% | 1,033 | $113K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 1,020 | $111K |
| Eastern Bank | 0.00% | No change | 1,000 | $109K |
| CX Institutional | 0.00% | Reduce -6.4% | 1,000 | $109K |
| Tidemark, LLC | 0.02% | Add +6.0% | 995 | $109K |
| Creative Capital Management Investments LLC | 0.02% | New | 916 | $100K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Add +11.8% | 911 | $99K |
| Maseco LLP | 0.00% | Add +14.2% | 885 | $97K |
| National Bank of Canada | 0.00% | New | 827 | $90K |
| Founders Financial Alliance, LLC | 0.01% | Add +2.4% | 824 | $90K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 808 | $88K |
| Urban Financial Advisory Corp | 0.02% | Reduce -44.6% | 765 | $83K |
| Copia Wealth Management | 0.05% | No change | 710 | $77K |
| RMG Wealth Management LLC | 0.01% | New | 675 | $75K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 674 | $74K |
| Brooklyn FI, LLC | 0.01% | New | 647 | $71K |
| IFP Advisors, Inc | 0.00% | Reduce -76.5% | 619 | $68K |
| Sage Mountain Advisors LLC | 0.00% | No change | 565 | $62K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 540 | $59K |
| Bogart Wealth, LLC | 0.00% | No change | 501 | $55K |
| UMB Bank, n.a. | 0.00% | No change | 494 | $54K |
| International Assets Investment Management, LLC | 0.00% | No change | 494 | $54K |
| Ashton Thomas Securities, LLC | 0.01% | Reduce -38.8% | 485 | $53K |
| Tucker Asset Management LLC | 0.01% | Add +2.5% | 484 | $53K |
| Miller Capital Partners, Inc. | 0.02% | No change | 473 | $52K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 471 | $51K |
| Vanguard Advisers Inc. | 0.00% | Add +62.0% | 465 | $51K |
| Teachers Insurance & Annuity Association of America | 0.05% | No change | 430 | $47K |
| ESL Trust Services, LLC | 0.01% | No change | 400 | $44K |
| Park National Corp. | 0.00% | Reduce -4.3% | 399 | $44K |
| Clark Wealth Partners | 0.02% | Add +114.0% | 383 | $42K |
| Abound Financial, LLC | 0.02% | No change | 382 | $42K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -51.5% | 376 | $41K |
| Register Financial Advisors LLC | 0.01% | No change | 358 | $39K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 350 | $38K |
| WealthShield Partners, LLC | 0.01% | Reduce -99.5% | 345 | $38K |
| Westside Investment Management, Inc. | 0.00% | Add +250.0% | 336 | $37K |
| Glassman Wealth Services | 0.00% | Add +0.6% | 336 | $37K |
| Glenmede Trust Co. NA | 0.00% | No change | 316 | $34K |
| Versant Capital Management, Inc | 0.00% | Add +0.3% | 286 | $31K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 286 | $31K |
| Spire Wealth Management | 0.00% | Add +1.1% | 278 | $30K |
| Lodestone Wealth Management LLC | 0.01% | Add +0.4% | 264 | $29K |
| Realta Investment Advisors | 0.01% | No change | 260 | $28K |
| Basepoint Wealth LLC | 0.02% | Add +0.8% | 254 | $28K |
| Zions Bancorporation, National Association | 0.00% | New | 241 | $26K |
| Rothschild Investment LLC | 0.00% | No change | 215 | $23K |
| Highland Investment Advisors LLC | 0.01% | — | 202 | $22K |
| Lanark Financial, Inc. | 0.00% | Reduce -20.2% | 198 | $22K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 189 | $21K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.5% | 188 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 178 | $19K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 171 | $19K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +112.7% | 168 | $18K |
| Morse Asset Management, Inc | 0.00% | No change | 165 | $18K |
| Bokf, NA | 0.00% | No change | 160 | $17K |
| Rossby Financial, LCC | 0.00% | Reduce -7.1% | 158 | $17K |
| Trust Co. of Toledo NA | 0.00% | No change | 158 | $17K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -14.8% | 155 | $17K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 151 | $16K |
| Bullock Wealth Management Group | 0.01% | Add +0.7% | 149 | $16K |
| DecisionPoint Financial, LLC | 0.00% | No change | 147 | $16K |
| Caitlin John, LLC | 0.01% | No change | 142 | $15K |
| Financial Consulate, Inc. | 0.00% | No change | 132 | $14K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Add +0.8% | 127 | $14K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 122 | $13K |
| Davis Capital Management | 0.01% | No change | 120 | $13K |
| Hanson & Doremus Investment Management | 0.00% | No change | 115 | $13K |
| Kozak & Associates, Inc. | 0.00% | No change | 117 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 115 | $13K |
| Hughes Financial Services, LLC | 0.00% | No change | 114 | $12K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 99 | $11K |
| MTM Investment Management, LLC | 0.00% | Reduce -51.3% | 95 | $10K |
| First Community Trust NA | 0.00% | No change | 94 | $10K |
| Godfrey Financial Associates, Inc. | 0.01% | Add +9.6% | 91 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | New | 79 | $9K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 72 | $8K |
| Tompkins Financial Corp. | 0.00% | Reduce -91.2% | 61 | $7K |
| Vision Retirement, LLC | 0.00% | No change | 60 | $7K |
| Valley National Advisers Inc. | 0.00% | No change | 60 | $7K |
| Blue Trust, Inc. | 0.00% | Add +20.0% | 60 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 59 | $6K |
| Barrett & Company, Inc. | 0.00% | New | 56 | $6K |
| Phillips Financial Management, LLC | 0.00% | No change | 56 | $6K |
| REAP Financial Group, LLC | 0.00% | No change | 54 | $6K |
| Tower View Wealth Management LLC | 0.00% | No change | 50 | $5K |
| Costello Asset Management, INC | 0.00% | No change | 46 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -52.6% | 45 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 41 | $4K |
| GAMMA Investing LLC | 0.00% | No change | 40 | $4K |
| Front Row Advisors LLC | 0.00% | No change | 35 | $4K |
| Crewe Advisors LLC | 0.00% | No change | 32 | $3K |
| GeoWealth Management, LLC | 0.00% | No change | 31 | $3K |
| Howe & Rusling Inc. | 0.00% | No change | 24 | $3K |
| Founders Capital Management | 0.00% | No change | 22 | $2K |
| AlphaCore Capital LLC | 0.00% | No change | 21 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | — | 20 | $2K |
| FWL Investment Management, LLC | 0.00% | No change | 17 | $2K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 15 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 14 | $2K |
| Hurley Capital, LLC | 0.00% | No change | 13 | $1K |
| Bank of Montreal | 0.00% | Reduce -81.5% | 12 | $1K |
| Main Street Group, LTD | 0.00% | No change | 11 | $1K |
| Operose Advisors LLC | 0.00% | Reduce -94.0% | 11 | $1K |
| Anchor Bay Capital, Inc. | 0.00% | — | 10 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 9 | $982 |
| Buck Wealth Strategies, LLC | 0.00% | New | 8 | $900 |
| Networth Advisors, LLC | 0.00% | No change | 2 | $219 |
| Manning & Napier Advisors LLC | 0.00% | No change | 1 | $158 |
| Signaturefd, LLC | 0.00% | No change | 1 | $121 |
| SouthState Bank Corp | 0.00% | No change | 1 | $106 |
"% 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.