SS SPDR P Agg Bond ETFSPABETF
13F holders, Q4 2024 (December 31)500holders +38
33new positions
31sold out
1famous investor
$25.01avg. 13F price*
At the end of Q4 2024, 500 institutions reported holding SS SPDR P Agg Bond ETF (SPAB) in their 13F filings, up 38 from Q3 2024. 33 opened new positions and 31 sold out. The largest holders were LPL Financial LLC ($641.8M), Cwm, LLC ($408.0M) and Cliftonlarsonallen Wealth Advisors, LLC ($320.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P Agg Bond ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $165.9M |
| Exits | 31 | $44.3M |
All 13F filers, Q3 2024 → Q4 2024: 17,806,490 shares bought and 16,069,323 shares sold, net +1,737,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 500 holders
| LPL Financial LLC | 0.26% | Reduce -2.1% | 25,684,190 | $641.8M |
| Cwm, LLC | 1.69% | Add +8.4% | 16,328,149 | $408.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 6.21% | Add +7.5% | 12,821,067 | $320.4M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -5.0% | 10,947,430 | $273.6M |
| State Street Corp. | 0.01% | Reduce -21.1% | 10,187,564 | $254.6M |
| Cerity Partners LLC | 0.51% | Add +2.5% | 9,394,590 | $234.8M |
| RiverFront Investment Group, LLC | 4.21% | Add +0.2% | 7,410,178 | $185.2M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Add +17.3% | 4,595,619 | $114.8M |
| Gradient Investments LLC | 2.20% | Add +2.2% | 4,351,067 | $108.7M |
| Osaic Holdings, Inc. | 0.23% | Add +4.9% | 4,108,930 | $102.7M |
| Private Advisor Group, LLC | 0.54% | Add +4.4% | 3,837,322 | $95.9M |
| Syon Capital LLC | 8.11% | Add +2.7% | 3,605,454 | $90.1M |
| Willow Creek Wealth Management Inc. | 8.87% | Add +3.5% | 3,479,841 | $87.0M |
| Rational Advisors, Inc. | 8.59% | Reduce -2.1% | 3,391,024 | $84.7M |
| Tobias Financial Advisors, Inc. | 15.74% | Reduce -1.2% | 3,133,384 | $78.3M |
| Baker Avenue Asset Management, LP | 2.18% | Add +5.6% | 2,850,608 | $71.2M |
| Equitable Holdings, Inc. | 0.67% | Reduce -4.7% | 2,808,080 | $70.2M |
| Raymond James Financial Inc. | 0.03% | — | 2,741,362 | $68.5M |
| Good Life Advisors, LLC | 4.98% | Reduce -1.4% | 2,735,554 | $68.4M |
| KWB Wealth | 8.12% | Reduce -2.0% | 2,505,989 | $65.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -10.3% | 2,520,287 | $63.0M |
| Wealthcare Advisory Partners LLC | 1.67% | Add +8.3% | 2,408,625 | $60.2M |
| UNIVEST FINANCIAL Corp | 3.50% | Reduce -3.4% | 2,218,830 | $55.4M |
| Kingsview Wealth Management, LLC | 1.07% | New | 2,198,133 | $54.9M |
| Trilogy Capital Inc. | 2.73% | Reduce -0.3% | 2,121,828 | $53.0M |
| Great Valley Advisor Group, Inc. | 1.17% | Add +7.7% | 2,099,644 | $52.5M |
| AlphaStar Capital Management, LLC | 5.41% | Reduce -11.5% | 2,069,347 | $51.7M |
| N.E.W. Advisory Services LLC | 4.88% | Reduce -11.2% | 2,055,356 | $51.4M |
| Great Lakes Retirement, Inc. | 6.57% | Add +1.0% | 2,035,009 | $50.9M |
| NewEdge Advisors, LLC | 0.27% | Reduce -2.7% | 1,824,435 | $45.6M |
| Stratos Investment Management, LLC | 2.69% | Add +35.7% | 1,791,242 | $44.8M |
| Morgan Stanley | 0.00% | Add +24.5% | 1,779,079 | $44.5M |
| Financial Strategies Group, Inc. | 9.61% | Reduce -0.4% | 1,622,228 | $40.2M |
| MAI Capital Management | 0.29% | New | 1,579,518 | $39.5M |
| Sanctuary Advisors, LLC | 0.25% | Reduce -1.4% | 1,564,056 | $39.4M |
| Stadion Money Management, LLC | 3.00% | Reduce -19.5% | 1,531,970 | $38.3M |
| Park Avenue Securities LLC | 0.39% | Add +2.1% | 1,527,961 | $38.2M |
| Waverly Advisors, LLC | 0.59% | Reduce -8.9% | 1,520,027 | $38.0M |
| GM Advisory Group, LLC | 2.05% | Add +6.4% | 1,484,163 | $37.1M |
| Mariner, LLC | 0.06% | Add +14.0% | 1,367,785 | $34.2M |
| McNamara Financial Services, Inc. | 7.44% | Reduce -44.9% | 1,266,493 | $31.6M |
| Cornerstone Advisors Asset Management, LLC | 6.56% | Add +11.3% | 1,214,724 | $30.4M |
| IHT Wealth Management, LLC | 0.98% | Add +12.1% | 1,211,885 | $30.3M |
| Wealth Management Nebraska | 4.89% | — | 1,203,589 | $30.1M |
| Royal Bank of Canada | 0.01% | Reduce -29.0% | 1,165,829 | $29.1M |
| Assetmark, Inc. | 0.08% | Reduce -40.9% | 1,163,819 | $29.1M |
| US Bancorp \de | 0.04% | Reduce -3.5% | 1,153,809 | $28.8M |
| Choreo, LLC | 0.39% | Add +98.5% | 1,098,140 | $27.5M |
| Trinity Wealth Management, LLC | 12.41% | Add +5.7% | 1,097,723 | $27.4M |
| Arrien Investments, Inc. | 19.49% | Add +16.9% | 1,085,708 | $27.3M |
| Money Design Co.,Ltd. | 1.40% | Reduce -8.1% | 1,085,728 | $27.2M |
| Reston Wealth Management LLC | 10.10% | Add +1.1% | 1,086,980 | $27.2M |
| Cetera Investment Advisers | 0.06% | Add +0.8% | 1,079,428 | $27.0M |
| Bensler, LLC | 3.18% | Add +10.7% | 1,070,292 | $26.7M |
| Convergence Financial, LLC | 5.25% | Reduce -30.8% | 1,054,048 | $26.3M |
| OneDigital Investment Advisors LLC | 0.31% | Reduce -17.8% | 1,053,601 | $26.3M |
| Truefg, LLC | 8.44% | Add +5.8% | 1,034,283 | $25.8M |
| Lodestar Private Asset Management LLC | 3.18% | Add +10.1% | 1,016,712 | $25.4M |
| BNP Paribas Financial Markets | 0.02% | Reduce -0.4% | 1,004,116 | $25.1M |
| Bristlecone Advisors, LLC | 1.92% | Add +3.5% | 985,494 | $24.6M |
| Waller Financial Planning Group, Inc. | 5.84% | Add +0.1% | 927,279 | $23.2M |
| Heartwood Wealth Advisors LLC | 2.58% | Add +0.2% | 918,179 | $22.9M |
| HighTower Advisors, LLC | 0.03% | Add +101.2% | 874,813 | $21.9M |
| Clear Creek Financial Management, LLC | 2.36% | Add +2.6% | 872,180 | $21.8M |
| Arete Wealth Advisors, LLC | 1.56% | Add +10.6% | 865,379 | $21.6M |
| Bank of New York Mellon Corp | 0.00% | Add +4.2% | 860,342 | $21.5M |
| Banco Santander, S.A. | 0.26% | Add +1.4% | 856,568 | $21.4M |
| Cutler Investment Counsel LLC | 2.64% | Add +21.7% | 849,066 | $21.2M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -37.6% | 846,508 | $21.2M |
| Advisory Alpha, LLC | 0.75% | Add +8.6% | 841,915 | $21.0M |
| Wells Fargo & Company | 0.00% | Reduce -33.1% | 802,450 | $20.1M |
| Leading Edge Financial Planning LLC | 6.38% | Reduce -46.6% | 777,627 | $19.4M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -2.8% | 772,132 | $19.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -3.4% | 755,866 | $18.9M |
| WealthPlan Investment Management, LLC | 1.85% | Add +12.3% | 749,693 | $18.7M |
| Rockefeller Capital Management L.P. | 0.05% | Add +5.7% | 738,554 | $18.5M |
| Pinnacle Wealth Planning Services, Inc. | 2.75% | Add +7.9% | 733,295 | $18.3M |
| Money Concepts Capital Corp. | 1.36% | Add +5.2% | 729,745 | $18.2M |
| Creative Planning | 0.02% | Add +13.7% | 685,737 | $17.1M |
| Independent Advisor Alliance | 0.23% | New | 683,559 | $17.1M |
| Bank of America Corp. | 0.00% | Add +0.8% | 675,238 | $16.9M |
| MML Investors Services, LLC | 0.06% | Reduce -0.7% | 660,755 | $16.5M |
| Americana Partners, LLC | 0.62% | Add +4.6% | 605,527 | $15.1M |
| RFG Advisory, LLC | 0.41% | Add +36.7% | 586,999 | $14.7M |
| Jones Financial Companies LLLP | 0.01% | Add +39.1% | 585,568 | $14.6M |
| Algorithmic Investment Models, LLC | 11.22% | Add +2.3% | 582,795 | $14.6M |
| Kagan Cocozza Asset Management | 12.02% | — | 579,457 | $14.5M |
| Aspire Private Capital, LLC | 3.58% | Reduce -24.2% | 578,389 | $14.5M |
| Copley Financial Group, Inc. | 10.92% | Add +4.1% | 570,841 | $14.3M |
| Rinkey Investments | 4.56% | Reduce -2.1% | 570,433 | $14.3M |
| Stewardship Advisors, LLC | 3.81% | Add +1.8% | 549,267 | $13.7M |
| Weitzel Financial Services, Inc. | 6.28% | Add +2.4% | 532,270 | $13.3M |
| Larson Financial Group LLC | 0.68% | Reduce -12.0% | 529,191 | $13.2M |
| Golden State Wealth Management, LLC | 1.91% | — | 510,955 | $12.8M |
| Aveo Capital Partners, LLC | 1.36% | Reduce -9.1% | 496,344 | $12.4M |
| SigFig Wealth Management, LLC | 0.45% | Add +3.1% | 455,128 | $12.3M |
| Stifel Financial Corp. | 0.01% | Add +10.3% | 492,216 | $12.3M |
| WCG Wealth Advisors LLC | 0.77% | Add +1.9% | 469,163 | $11.7M |
| Jacobi Capital Management LLC | 0.85% | Add +128.2% | 456,846 | $11.4M |
| Collier Financial | 10.16% | — | 455,160 | $11.4M |
| Moneta Group Investment Advisors LLC | 0.16% | Reduce -4.7% | 445,532 | $11.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.47% | Add +4.7% | 436,953 | $10.9M |
| Tsfg, LLC | 2.24% | Add +1.6% | 436,844 | $10.9M |
| Rockbridge Investment Management, LCC | 1.35% | Reduce -0.5% | 422,920 | $10.6M |
| Advisory Resource Group | 2.22% | New | 417,921 | $10.4M |
| Susquehanna International Group, LLP | 0.02% | New | 417,095 | $10.4M |
| Crestwood Advisors Group, LLC | 0.20% | Add +76.7% | 416,488 | $10.4M |
| Astoria Strategic Wealth, Inc. | 3.07% | Reduce -1.1% | 413,112 | $10.3M |
| Columbia River Financial Group, LLC | 7.04% | — | 410,374 | $10.3M |
| Facet Wealth, Inc. | 0.27% | Reduce -4.5% | 397,499 | $10.0M |
| OneAscent Financial Services LLC | 0.83% | New | 392,555 | $9.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.77% | Reduce -30.3% | 377,232 | $9.4M |
| Northeast Financial Group, Inc. | 3.53% | Add +6.9% | 369,518 | $9.2M |
| Destiny Capital Corp | 5.58% | Reduce -0.3% | 367,673 | $9.2M |
| Cahaba Wealth Management, Inc. | 0.75% | Add +4.9% | 362,831 | $9.1M |
| Savant Capital, LLC | 0.07% | Add +6.2% | 361,490 | $9.0M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -9.2% | 357,600 | $8.9M |
| Towercrest Capital Management | 1.43% | Reduce -0.3% | 353,996 | $8.8M |
| Flagship Harbor Advisors, LLC | 0.45% | Add +207.1% | 340,153 | $8.5M |
| Eldridge Investment Advisors, Inc. | 1.97% | Reduce -0.6% | 338,177 | $8.5M |
| Signature Estate & Investment Advisors LLC | 0.21% | Add +5.5% | 336,788 | $8.4M |
| PAX Financial Group, LLC | 1.47% | Reduce -11.1% | 329,570 | $8.2M |
| Bull Oak Capital, LLC | 4.45% | Reduce -50.7% | 320,347 | $8.0M |
| Balefire, LLC | 2.73% | Reduce -12.6% | 319,521 | $8.0M |
| Captrust Financial Advisors | 0.02% | Add +22.1% | 313,722 | $7.8M |
| Zacks Investment Management | 0.07% | Add +1901.2% | 312,134 | $7.8M |
| Alliance Wealth Management Group | 2.06% | Reduce -0.5% | 307,787 | $7.7M |
| Burt Wealth Advisors | 1.95% | Reduce -2.9% | 307,341 | $7.7M |
| Cyr Financial Inc. | 6.98% | Add +13.5% | 306,235 | $7.7M |
| Tennessee Valley Asset Management Partners | 1.27% | Reduce -1.4% | 304,305 | $7.6M |
| Integrated Advisors Network LLC | 0.36% | Reduce -4.2% | 301,789 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.0% | 299,661 | $7.5M |
| Truist Financial Corp. | 0.01% | Add +3.8% | 298,809 | $7.5M |
| Jane Street Group, LLC | 0.01% | Reduce -38.0% | 292,053 | $7.3M |
| Pure Financial Advisors, LLC | 0.16% | Add +2.3% | 287,264 | $7.2M |
| Security Financial Services, INC. | 1.42% | Add +2.8% | 279,346 | $7.0M |
| Appleton Partners Inc. | 0.51% | Add +7.0% | 276,359 | $6.9M |
| Gateway Wealth Partners, LLC | 1.77% | Add +16.5% | 274,238 | $6.9M |
| Old Mission Capital LLC | 0.16% | Add +1741.5% | 274,145 | $6.9M |
| UBS Group AG | 0.00% | Add +5.4% | 273,120 | $6.8M |
| Cibc World Markets Corp. | 0.04% | Add +5.0% | 261,395 | $6.5M |
| Wealth Alliance Advisory Group, LLC | 1.35% | Add +1.2% | 254,994 | $6.4M |
| Cornerstone Wealth Management, LLC | 0.43% | Add +879.2% | 252,699 | $6.3M |
| Amtrust Financial Services, Inc. | 2.97% | No change | 250,600 | $6.3M |
| Global Retirement Partners, LLC | 0.18% | Add +16.4% | 247,297 | $6.2M |
| Cibc World Market Inc. | 0.01% | No change | 245,700 | $6.1M |
| Certified Advisory Corp | 0.66% | Add +3.8% | 243,683 | $6.1M |
| Values Added Financial LLC | 3.52% | Add +7.8% | 243,447 | $6.1M |
| Wealth Watch Advisors, INC | 3.72% | — | 239,160 | $6.0M |
| Sharkey, Howes & Javer | 0.82% | Reduce -27.0% | 233,151 | $5.8M |
| Lifeworks Advisors, LLC | 1.04% | Reduce -7.9% | 229,888 | $5.7M |
| ERn Financial, LLC | 0.86% | Add +7.8% | 228,878 | $5.7M |
| Alexander Labrunerie & Co., Inc. | 2.56% | New | 228,652 | $5.7M |
| Lunt Capital Management, Inc. | 2.22% | Add +4.6% | 227,857 | $5.7M |
| Townsquare Capital LLC | 0.06% | Reduce -1.8% | 224,185 | $5.6M |
| Vertex Planning Partners, LLC | 1.22% | Reduce -19.4% | 221,941 | $5.5M |
| Avantax Advisory Services, Inc. | 0.03% | Add +10.8% | 219,253 | $5.5M |
| FSB Premier Wealth Management, Inc. | 2.14% | Add +2.3% | 213,408 | $5.3M |
| Geneos Wealth Management Inc. | 0.19% | Add +6.8% | 212,452 | $5.3M |
| Melone Private Wealth, LLC | 2.73% | Reduce -53.0% | 211,039 | $5.3M |
| Allworth Financial LP | 0.03% | Reduce -13.7% | 208,869 | $5.2M |
| Horizon Investments, LLC | 0.15% | Reduce -2.1% | 208,656 | $5.2M |
| Perigon Wealth Management, LLC | 0.13% | Add +79.8% | 208,411 | $5.2M |
| McMill Wealth Management | 2.09% | — | 207,025 | $5.2M |
| Integrated Capital Management, Inc. | 4.04% | Add +8.3% | 204,854 | $5.1M |
| AE Wealth Management LLC | 0.04% | Add +3.0% | 204,189 | $5.1M |
| IAG Wealth Partners, LLC | 0.90% | Add +30.1% | 203,139 | $5.1M |
| Parallel Advisors, LLC | 0.11% | Add +22.6% | 199,173 | $5.0M |
| Zhang Financial LLC | 0.28% | Reduce -4.1% | 193,905 | $4.8M |
| Founders Financial Securities LLC | 0.44% | Reduce -2.9% | 193,887 | $4.8M |
| JT Stratford LLC | 0.78% | Add +0.3% | 188,749 | $4.7M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +2.8% | 178,852 | $4.5M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +2.8% | 178,852 | $4.5M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -8.2% | 178,744 | $4.5M |
| Avior Wealth Management, LLC | 0.16% | Add +1.1% | 177,955 | $4.4M |
| HBW Advisory Services LLC | 0.45% | Add +7.2% | 175,841 | $4.4M |
| Sentinel Pension Advisors, LLC | 0.80% | Reduce -4.3% | 173,117 | $4.3M |
| Total Clarity Wealth Management, Inc. | 1.40% | New | 172,092 | $4.3M |
| Better Money Decisions, LLC | 2.97% | Add +21.9% | 171,324 | $4.3M |
| Barden Capital Management, Inc. | 3.64% | Add +5.0% | 169,979 | $4.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.8% | 167,293 | $4.2M |
| Foundations Investment Advisors, LLC | 0.08% | Add +28.1% | 163,099 | $4.1M |
| TrueWealth Advisors, LLC | 1.29% | Reduce -24.1% | 154,625 | $3.9M |
| Independent Wealth Network Inc. | 1.55% | Add +3.8% | 152,564 | $3.8M |
| Destination Wealth Management | 0.12% | Add +10.4% | 150,253 | $3.8M |
| Belpointe Asset Management LLC | 0.22% | Reduce -28.1% | 139,436 | $3.6M |
| Auour Investments LLC | 1.25% | Add +4.5% | 142,113 | $3.6M |
| HRT Financial LP | 0.02% | Add +0.2% | 140,627 | $3.5M |
| NYL Investors LLC | 0.31% | Add +6.3% | 137,100 | $3.4M |
| Aquire Wealth Advisors, LLC | 1.03% | Reduce -4.2% | 133,142 | $3.3M |
| Merit Financial Group, LLC | 0.06% | Add +72.9% | 132,329 | $3.3M |
| Busey Bank | 0.11% | Reduce -2.6% | 132,097 | $3.3M |
| Citigroup Inc. | 0.00% | Reduce -38.7% | 132,026 | $3.3M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -59.5% | 131,060 | $3.3M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Add +1288.7% | 129,069 | $3.2M |
| Aspetuck Financial Management LLC | 2.32% | — | 119,291 | $3.0M |
| WealthTrak Capital Management LLC | 2.34% | — | 110,639 | $2.8M |
| Global Endowment Management, LP | 0.35% | New | 108,738 | $2.7M |
| Brown Financial Advisors | 1.07% | Add +6.2% | 106,918 | $2.7M |
| Cahill Financial Advisors Inc. | 0.36% | Reduce -3.9% | 106,813 | $2.7M |
| CGN Advisors LLC | 0.25% | Reduce -5.7% | 104,837 | $2.6M |
| Breakwater Investment Management | 1.10% | Add +11.0% | 103,776 | $2.6M |
| Red Crane Wealth Management, LLC | 2.40% | — | 101,454 | $2.5M |
| FWG Investments, LLC. | 1.95% | Reduce -0.9% | 100,172 | $2.5M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | Add +5.0% | 99,143 | $2.5M |
| Tempus Wealth Planning, LLC | 0.75% | Reduce -4.9% | 98,285 | $2.5M |
| Comerica Bank | 0.01% | Add +24.3% | 97,914 | $2.4M |
| Compass Financial Group, Inc. | 1.15% | Reduce -6.2% | 95,814 | $2.4M |
| USAdvisors Wealth Management, LLC | 0.78% | Reduce -34.6% | 95,500 | $2.4M |
| Cooper Financial Group | 0.28% | Reduce -2.8% | 94,276 | $2.4M |
| CVFG LLC | 2.13% | — | 93,287 | $2.3M |
| Partners in Financial Planning | 0.48% | Add +17.1% | 93,263 | $2.3M |
| Apella Capital, LLC | 0.09% | New | 91,754 | $2.3M |
| IFP Advisors, Inc | 0.07% | Add +10.0% | 90,882 | $2.3M |
| Raleigh Capital Management Inc. | 0.87% | Reduce -45.1% | 90,140 | $2.3M |
| Sowell Financial Services LLC | 0.12% | Reduce -42.6% | 90,056 | $2.3M |
| Private Wealth Group, LLC | 1.10% | Reduce -3.9% | 89,672 | $2.2M |
| Independent Financial Group, LLC | 0.07% | Add +33.2% | 86,936 | $2.2M |
| McAdam, LLC | 0.12% | Reduce -10.3% | 86,732 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -26.7% | 84,779 | $2.1M |
| Precedent Wealth Partners, LLC | 0.69% | Reduce -1.9% | 84,738 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.4% | 83,916 | $2.1M |
| TRUE Private Wealth Advisors | 0.25% | New | 83,149 | $2.1M |
| Financial Advocates Investment Management | 0.12% | Reduce -25.6% | 82,525 | $2.1M |
| Pinnacle Family Advisors, LLC | 0.99% | Add +20.7% | 82,251 | $2.1M |
| Legacy Solutions, LLC | 2.23% | — | 81,913 | $2.0M |
| Altus Wealth Group LLC | 0.90% | Add +3.4% | 81,064 | $2.0M |
| Fermata Advisors, LLC | 0.38% | Reduce -8.9% | 80,740 | $2.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.50% | Reduce -2.4% | 80,489 | $2.0M |
| Smartleaf Asset Management LLC | 0.19% | Reduce -30.6% | 75,605 | $1.9M |
| E&G Advisors, LLC | 0.51% | Reduce -1.4% | 74,519 | $1.9M |
| Flagship Private Wealth, LLC | 0.85% | Reduce -1.7% | 70,904 | $1.8M |
| Strategic Wealth Partners, Ltd. | 0.15% | Add +0.4% | 69,875 | $1.8M |
| Meridian Wealth Management, LLC | 0.08% | Add +9.9% | 69,902 | $1.7M |
| Northwest Capital Management Inc | 0.73% | Reduce -25.6% | 68,236 | $1.7M |
| AQR Capital Management | 0.00% | Add +27.8% | 67,228 | $1.7M |
| Winch Advisory Services, LLC | 0.43% | Add +12.8% | 66,638 | $1.7M |
| GeoWealth Management, LLC | 0.05% | Reduce -48.5% | 66,415 | $1.7M |
| Silver Oak Securities, Incorporated | 0.15% | Add +26.3% | 65,737 | $1.6M |
| Laraway Financial Advisors Inc | 1.27% | Reduce -1.3% | 65,763 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.15% | Reduce -60.1% | 65,568 | $1.6M |
| Koshinski Asset Management, Inc. | 0.14% | Reduce -0.3% | 64,077 | $1.6M |
| Prospect Financial Group LLC | 1.96% | — | 63,781 | $1.6M |
| Redwood Investment Management, LLC | 0.15% | Reduce -5.3% | 63,540 | $1.6M |
| Hibernia Wealth Partners, LLC | 1.21% | Reduce -48.7% | 63,269 | $1.6M |
| Wealth Advisory Solutions, LLC | 0.43% | Add +6.1% | 61,818 | $1.5M |
| Strategic Financial Concepts, LLC | 0.29% | New | 61,492 | $1.5M |
| Keystone Wealth Services, LLC | 0.40% | Reduce -6.7% | 61,072 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +1.1% | 60,639 | $1.5M |
| Flow Traders U.S. LLC | 0.06% | Add +142.6% | 60,538 | $1.5M |
| Elios Financial Group Inc. | 0.71% | Add +1.0% | 60,341 | $1.5M |
| Steele Capital Management, Inc. | 0.08% | Add +33.3% | 59,629 | $1.5M |
| Destiny Wealth Partners, LLC | 0.24% | No change | 57,894 | $1.4M |
| Plan A Wealth LLC | 1.30% | — | 56,718 | $1.4M |
| International Private Wealth Advisors LLC | 1.40% | Add +35.0% | 56,352 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +22.3% | 56,109 | $1.4M |
| Visionary Wealth Advisors | 0.08% | Add +3.4% | 54,080 | $1.4M |
| Priebe Wealth Holdings LLC | 0.92% | Add +10.2% | 54,032 | $1.4M |
| Wealthspire Retirement, LLC | 0.11% | Add +4.9% | 53,823 | $1.3M |
| Comprehensive Money Management Services LLC | 1.09% | — | 52,839 | $1.3M |
| Carnegie Investment Counsel | 0.04% | Add +2.8% | 51,488 | $1.3M |
| TKG Advisors, LLC | 0.58% | Add +5.9% | 50,439 | $1.3M |
| G&S Capital LLC | 0.52% | Reduce -0.6% | 50,387 | $1.3M |
| HF Advisory Group, LLC | 0.57% | Add +11.7% | 49,423 | $1.2M |
| Perennial Investment Advisors, LLC | 0.15% | Reduce -21.3% | 49,340 | $1.2M |
| GPS Wealth Strategies Group, LLC | 0.15% | Add +1298.6% | 46,993 | $1.2M |
| Private Trust Co. NA | 0.12% | Add +32.3% | 46,415 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +8.5% | 44,763 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.0% | 44,370 | $1.1M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.20% | — | 44,199 | $1.1M |
| AIFG Consultants Ltd. | 1.73% | Reduce -91.8% | 42,409 | $1.1M |
| MSH Capital Advisors LLC | 0.33% | Add +0.5% | 42,343 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.41% | Add +0.6% | 41,948 | $1.0M |
| Global Strategic Investment Solutions, LLC | 0.12% | Add +1.2% | 41,496 | $1.0M |
| World Investment Advisors | 0.03% | Reduce -11.3% | 39,899 | $997K |
| Magnolia Private Wealth, LLC | 0.86% | — | 38,750 | $968K |
| Marcum Wealth, LLC | 0.08% | No change | 38,273 | $956K |
| Falcon Wealth Planning | 0.11% | Add +122.8% | 38,036 | $951K |
| Sovran Advisors, LLC | 0.13% | — | 38,024 | $940K |
| Nicolet Advisory Services, LLC | 0.09% | Reduce -5.8% | 37,650 | $932K |
| PKS Advisory Services, LLC | 0.23% | — | 37,272 | $931K |
| Lynx Investment Advisory | 0.63% | Reduce -25.1% | 37,227 | $930K |
| Optivise Advisory Services LLC | 0.49% | Reduce -7.7% | 36,135 | $903K |
| Barnes Wealth Management Group, Inc | 0.60% | — | 35,836 | $896K |
| CW Advisors, LLC | 0.01% | Add +19.1% | 35,794 | $894K |
| Tilson Financial Group, Inc. | 0.36% | Reduce -0.4% | 35,782 | $894K |
| Walkner Condon Financial Advisors LLC | 0.18% | Reduce -27.3% | 35,645 | $891K |
| Paladin Wealth, LLC | 0.77% | Add +1.1% | 35,519 | $888K |
| Harbour Investments, Inc. | 0.03% | Reduce -32.6% | 35,446 | $886K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -59.9% | 35,151 | $878K |
| Opulen Financial Group LLC | 0.78% | — | 34,365 | $859K |
| Farther Finance Advisors, LLC | 0.03% | Add +17.3% | 34,197 | $855K |
| Argent Trust Co | 0.03% | Add +43.3% | 33,941 | $848K |
| Two Sigma Securities, LLC | 0.15% | Add +27.5% | 33,275 | $832K |
| Scissortail Wealth Management, LLC | 0.21% | Add +67649.0% | 33,197 | $830K |
| Shelter Mutual Insurance Co | 0.20% | No change | 32,900 | $822K |
| Triad Wealth Partners, LLC | 0.29% | Reduce -30.9% | 32,601 | $815K |
| LexAurum Advisors, LLC | 0.16% | Add +70.8% | 32,474 | $812K |
| JBR Co Financial Management Inc | 0.48% | Add +62.1% | 31,517 | $788K |
| Austin Wealth Management, LLC | 0.16% | Reduce -6.9% | 30,085 | $753K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 29,903 | $747K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -3.8% | 29,666 | $741K |
| Quadrature Capital Ltd | 0.01% | New | 29,416 | $735K |
| Mutual Advisors, LLC | 0.02% | Reduce -2.6% | 29,163 | $729K |
| Midwest Capital Advisors, LLC | 0.52% | — | 28,303 | $707K |
| New Century Financial Group, LLC | 0.30% | Reduce -0.1% | 28,258 | $706K |
| AdvisorNet Financial, Inc | 0.06% | Add +8.1% | 28,122 | $703K |
| Worth Financial Advisory Group, LLC | 0.43% | Add +35.0% | 28,116 | $703K |
| Paladin Advisory Group, LLC | 0.52% | Add +0.6% | 27,191 | $680K |
| Western Wealth Management, LLC | 0.04% | Reduce -5.2% | 27,071 | $677K |
| Mattson Financial Services, LLC | 0.21% | Reduce -3.7% | 24,969 | $653K |
| Richardson Financial Services Inc. | 0.46% | Reduce -6.3% | 25,941 | $650K |
| Wealthgarden F.S. LLC | 0.60% | Reduce -1.6% | 25,865 | $646K |
| Forza Wealth Management, LLC | 0.29% | No change | 25,150 | $628K |
| Tidemark, LLC | 0.24% | Reduce -45.9% | 25,126 | $628K |
| Ascentis Independent Advisors | 0.12% | Reduce -52.8% | 25,109 | $627K |
| Atria Investments, Inc | 0.01% | Reduce -31.4% | 25,047 | $626K |
| &partners | 0.01% | New | 24,581 | $614K |
| Snider Financial Group | 0.19% | Reduce -4.7% | 24,152 | $604K |
| Narus Financial Partners, LLC | 0.20% | Add +7.6% | 24,053 | $601K |
| Farrell Financial LLC | 0.43% | Add +0.1% | 24,043 | $601K |
| FreeGulliver LLC | 0.31% | No change | 23,756 | $594K |
| Wrenne Financial Planning LLC | 0.32% | Add +13.9% | 22,804 | $570K |
| Medallion Wealth Advisors, LLC | 0.28% | — | 22,178 | $557K |
| Brookstone Capital Management | 0.01% | Add +1.2% | 21,934 | $548K |
| Coppell Advisory Solutions LLC | 0.08% | Reduce -5.4% | 21,836 | $547K |
| Freestone Capital Holdings, LLC | 0.02% | Add +1.6% | 21,325 | $533K |
| Richard P Slaughter Associates Inc | 0.12% | Reduce -22.9% | 21,279 | $532K |
| Kelly Financial Services LLC | 0.19% | Reduce -60.8% | 21,234 | $531K |
| National Bank of Canada | 0.00% | Add +4.0% | 20,218 | $505K |
| Tandem Investment Partners LLC | 0.48% | — | 20,198 | $505K |
| Sharper & Granite LLC | 0.22% | Add +148.5% | 20,080 | $502K |
| Colton Groome Financial Advisors, LLC | 0.19% | New | 20,056 | $501K |
| Wedbush Securities Inc. | 0.02% | Reduce -29.1% | 20,059 | $501K |
| CoreCap Advisors, LLC | 0.02% | Reduce -5.7% | 19,820 | $495K |
| Garrett Wealth Advisory Group, LLC | 0.11% | Reduce -3.4% | 19,530 | $488K |
| Balentine LLC | 0.02% | Add +0.3% | 19,388 | $484K |
| Millington Financial Advisors, LLC | 0.28% | Add +8.2% | 19,179 | $481K |
| Modern Wealth Management, LLC | 0.02% | Reduce -70.5% | 19,050 | $476K |
| Texas Yale Capital Corp. | 0.02% | Add +72.7% | 19,000 | $475K |
| Virtue Capital Management, LLC | 0.09% | Reduce -13.4% | 18,841 | $471K |
| Strategic Wealth Investment Group, LLC | 0.03% | Add +36.8% | 13,515 | $469K |
| Brown Financial Advisory | 0.32% | Reduce -0.4% | 18,068 | $452K |
| Investments & Financial Planning, LLC | 0.28% | Reduce -3.4% | 18,022 | $450K |
| Shum Financial Group, Inc. | 0.39% | Add +5.3% | 17,967 | $449K |
| Vicus Capital | 0.04% | Add +6.7% | 17,893 | $447K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -7.4% | 17,498 | $437K |
| Rainier Family Wealth Inc. | 0.53% | — | 17,434 | $436K |
| Betterment LLC | 0.00% | Add +1.2% | 17,216 | $430K |
| Novus Advisors, LLC | 0.43% | — | 17,163 | $429K |
| Means Investment Co., Inc. | 0.04% | Reduce -28.7% | 17,134 | $428K |
| Atlas Private Wealth Advisors | 0.06% | Reduce -11.4% | 16,680 | $417K |
| Insight Advisors, LLC/ PA | 0.07% | Add +2.5% | 15,874 | $397K |
| PFG Private Wealth Management, LLC | 0.23% | Add +4.0% | 15,834 | $396K |
| Ascent Group, LLC | 0.03% | Reduce -62.8% | 15,337 | $383K |
| KPP Advisory Services LLC | 0.09% | Reduce -12.0% | 15,115 | $378K |
| Capital CS Group, LLC | 0.50% | Add +11.9% | 15,084 | $377K |
| Symmetry Partners, LLC | 0.05% | New | 15,084 | $377K |
| Collaborative Wealth Managment Inc. | 0.17% | Reduce -7.1% | 14,843 | $371K |
| Transcend Capital Advisors, LLC | 0.03% | New | 14,342 | $358K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.4% | 14,134 | $353K |
| Cove Street Capital, LLC | 0.41% | No change | 14,100 | $352K |
| Valley Wealth Managers, Inc. | 0.03% | Add +42.4% | 13,775 | $344K |
| DAVENPORT & Co LLC | 0.00% | Reduce -4.3% | 13,430 | $336K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +5.8% | 13,380 | $334K |
| PFG Advisors | 0.02% | New | 13,366 | $334K |
| Detalus Advisors, LLC | 0.11% | Reduce -0.5% | 13,253 | $331K |
| 4WEALTH Advisors, Inc. | 0.34% | — | 13,215 | $330K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 13,020 | $325K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 12,991 | $325K |
| AMJ Financial Wealth Management | 0.09% | Add +9.1% | 12,740 | $318K |
| Riverbend Wealth Management, LLC | 0.27% | — | 12,318 | $308K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +27.9% | 12,286 | $307K |
| Empirical Asset Management, LLC | 0.10% | Reduce -5.8% | 12,270 | $307K |
| Richard W. Paul & Associates, LLC | 0.11% | Add +25.2% | 12,105 | $303K |
| Quest 10 Wealth Builders, Inc. | 0.30% | — | 11,901 | $297K |
| AssuredPartners Investment Advisors, LLC | 0.06% | — | 11,761 | $294K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 11,677 | $292K |
| WealthCare Investment Partners, LLC | 0.13% | Add +7.4% | 11,553 | $289K |
| OMNI 360 Wealth, Inc. | 0.19% | Reduce -0.8% | 11,503 | $287K |
| Peak Financial Advisors LLC | 0.15% | Add +37.5% | 11,180 | $279K |
| Waterloo Capital, L.P. | 0.03% | Reduce -27.6% | 11,120 | $278K |
| Strategic Financial Planning, Inc. | 0.19% | Add +1.1% | 10,931 | $273K |
| D.A. Davidson & Co. | 0.00% | Add +6.0% | 10,802 | $270K |
| Roman Butler Fullerton & Co. | 0.08% | Reduce -6.0% | 10,539 | $265K |
| Advisor OS, LLC | 0.03% | Add +37.6% | 10,586 | $265K |
| Rialto Wealth Management, LLC | 0.09% | — | 10,454 | $261K |
| Client 1ST Advisory Group, LLC | 0.10% | No change | 10,413 | $260K |
| Balboa Wealth Partners | 0.06% | Reduce -62.6% | 10,361 | $259K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -4.5% | 10,294 | $257K |
| Rosenberg Matthew Hamilton | 0.07% | Add +14.6% | 10,165 | $254K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 10,180 | $254K |
| Maia Wealth LLC | 0.05% | Reduce -3.0% | 10,056 | $253K |
| GEM Asset Management, LLC | 0.14% | Add +1.0% | 10,072 | $252K |
| Investment Planning Advisors, Inc. | 0.11% | Reduce -96.8% | 10,026 | $251K |
| Concord Wealth Partners | 0.04% | Add +57.5% | 9,985 | $250K |
| Lockerman Financial Group, Inc. | 0.42% | Reduce -0.6% | 9,943 | $248K |
| Blair William & Co. | 0.00% | Add +6.0% | 9,857 | $246K |
| Syverson Strege & Co | 0.08% | Add +1.3% | 9,755 | $244K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -24.3% | 9,722 | $243K |
| Capital Planning Advisors, LLC | 0.04% | No change | 9,643 | $241K |
| Apeiron RIA LLC | 0.07% | No change | 9,449 | $236K |
| Financial Advisory Partners, LLC | 0.08% | Add +3.0% | 9,349 | $234K |
| CoreFirst Bank & Trust | 0.14% | New | 9,291 | $232K |
| Wealth Advisors Northwest LLC | 0.16% | — | 9,218 | $230K |
| Professional Financial Advisors, LLC | 0.06% | Add +1.3% | 9,117 | $228K |
| Csenge Advisory Group | 0.01% | Reduce -33.8% | 9,114 | $228K |
| Hilltop Holdings Inc. | 0.01% | Reduce -7.0% | 9,087 | $227K |
| Concord Asset Management, LLC | 0.05% | New | 8,995 | $225K |
| Vantage Point Financial LLC | 0.12% | — | 8,695 | $217K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -88.0% | 8,663 | $216K |
| Optimist Retirement Group LLC | 0.10% | Add +1.1% | 8,585 | $215K |
| Asset Dedication, LLC | 0.02% | No change | 8,577 | $214K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | New | 8,536 | $213K |
| Ehrlich Financial Group | 0.15% | Add +5.1% | 8,186 | $205K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 8,129 | $203K |
| Founders Financial Alliance, LLC | 0.05% | Add +1.3% | 7,913 | $198K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -15.2% | 7,635 | $191K |
| Arax Advisory Partners | 0.01% | Add +0.1% | 7,563 | $189K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 7,387 | $185K |
| Ancora Advisors LLC | 0.00% | Reduce -25.2% | 7,035 | $176K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.1% | 6,980 | $174K |
| Bay Harbor Wealth Management, LLC | 0.06% | No change | 6,878 | $172K |
| SBI Securities Co., Ltd. | 0.01% | — | 6,850 | $171K |
| Householder Group Estate & Retirement Specialist, LLC | 0.12% | Reduce -0.8% | 6,683 | $167K |
| Creative Financial Designs Inc. | 0.01% | Add +5906.7% | 6,247 | $156K |
| FMR LLC | 0.00% | Reduce -63.6% | 5,587 | $140K |
| Realta Investment Advisors | 0.06% | Add +11441.7% | 5,540 | $138K |
| Continuum Advisory, LLC | 0.02% | No change | 5,275 | $132K |
| Principal Securities, Inc. | 0.00% | Add +4.7% | 5,232 | $131K |
| Transce3nd, LLC | 0.04% | — | 4,983 | $125K |
| Tucker Asset Management LLC | 0.03% | Reduce -39.1% | 4,896 | $122K |
| Capital Analysts, LLC | 0.00% | Add +3816.1% | 4,621 | $115K |
| Centaurus Financial, Inc. | 0.01% | Reduce -49.2% | 4,469 | $112K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -47.6% | 4,361 | $109K |
| Castleview Partners, LLC | 0.06% | Reduce -54.1% | 4,349 | $109K |
| Key Financial Inc | 0.02% | Add +39.4% | 3,894 | $97K |
| WealthCollab, LLC | 0.06% | Reduce -0.3% | 3,690 | $92K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -55.0% | 3,529 | $88K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 3,514 | $88K |
| Wingate Wealth Advisors, Inc. | 0.08% | — | 3,356 | $84K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 3,200 | $80K |
| Bank of Montreal | 0.00% | No change | 3,067 | $77K |
| Iron Horse Wealth Management, LLC | 0.02% | Add +0.5% | 2,935 | $73K |
| Oarsman Capital, Inc. | 0.01% | No change | 2,853 | $71K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -6.1% | 2,807 | $70K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -64.1% | 2,689 | $67K |
| Bellwether Advisors, LLC | 0.01% | New | 2,641 | $66K |
| Keener Financial Planning LLC | 0.04% | Add +147.6% | 2,617 | $65K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,239 | $56K |
| St Germain D J Co. Inc. | 0.00% | No change | 2,143 | $54K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,069 | $52K |
| Wood Tarver Financial Group, LLC | 0.02% | — | 2,002 | $50K |
| PSI Advisors, LLC | 0.01% | No change | 2,000 | $50K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,987 | $50K |
| Reyes Financial Architecture, Inc. | 0.04% | — | 1,819 | $45K |
| Safe Harbor Fiduciary, LLC | 0.05% | Reduce -0.9% | 1,773 | $44K |
| IMG Wealth Management, Inc. | 0.04% | — | 1,770 | $44K |
| Synergy Investment Management, LLC | 0.02% | — | 1,531 | $38K |
| FLP Wealth Management, LLC | 0.09% | — | 1,478 | $37K |
| Cape Investment Advisory, Inc. | 0.01% | Add +20.9% | 1,461 | $37K |
| NorthRock Partners, LLC | 0.00% | Add +16.7% | 1,355 | $34K |
| Hemington Wealth Management | 0.01% | Reduce -0.8% | 1,288 | $32K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,217 | $30K |
| Wolff Wiese Magana LLC | 0.02% | Add +2.8% | 1,214 | $30K |
| Ameliora Wealth Management Ltd. | 0.01% | New | 1,200 | $30K |
| Activest Wealth Management | 0.01% | No change | 915 | $23K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 877 | $22K |
| Phillips Financial Management, LLC | 0.00% | Add +0.9% | 818 | $20K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -30.1% | 813 | $20K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -21.1% | 656 | $16K |
| New England Capital Financial Advisors LLC | 0.01% | Add +1.3% | 622 | $16K |
| Valley National Advisers Inc. | 0.00% | Add +1.4% | 601 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -24.8% | 596 | $15K |
| Global Financial Private Client, LLC | 0.01% | Reduce -85.4% | 578 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | Add +15.1% | 426 | $11K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -18.3% | 421 | $11K |
| Headlands Technologies LLC | 0.00% | New | 401 | $10K |
| Dogwood Wealth Management LLC | 0.01% | No change | 392 | $10K |
| Sound Income Strategies, LLC | 0.00% | Add +195.2% | 369 | $9K |
| Beacon Capital Management, LLC | 0.00% | Add +0.6% | 361 | $9K |
| Tower View Wealth Management LLC | 0.00% | New | 301 | $8K |
| BlackRock, Inc. | 0.00% | Add +15.6% | 289 | $7K |
| TD Private Client Wealth LLC | 0.00% | Reduce -3.7% | 285 | $7K |
| North Star Investment Management Corp. | 0.00% | Add +1.1% | 273 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 256 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +11.9% | 198 | $5K |
| Kiker Wealth Management, LLC | 0.00% | — | 190 | $5K |
| Capital A Wealth Management, LLC | 0.01% | — | 184 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 157 | $4K |
| Investors Research Corp | 0.00% | No change | 84 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 81 | $2K |
| Lanark Financial, Inc. | 0.14% | — | 60 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | New | 54 | $1K |
| Archer Investment Corp | 0.00% | Add +2.1% | 48 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 26 | $1K |
| Bfsg, LLC | 0.00% | Reduce -25.0% | 30 | $750 |
| Bogart Wealth, LLC | 0.00% | No change | 8 | $200 |
| Barclays PLC | 0.00% | New | 1 | $25 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1 | $25 |
"% of holder's portfolio" is SPAB's weight in each manager's 13F, not the share of SS SPDR P Agg Bond ETF the manager owns.