SS SPDR P Agg Bond ETFSPABETF
13F holders, Q2 2025 (June 30)506holders −4
29new positions
37sold out
1famous investor
$25.59avg. 13F price*
At the end of Q2 2025, 506 institutions reported holding SS SPDR P Agg Bond ETF (SPAB) in their 13F filings, down 4 from Q1 2025. 29 opened new positions and 37 sold out. The largest holders were State Street Corp. ($605.0M), LPL Financial LLC ($567.4M) and Cwm, LLC ($437.4M). 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 SERIES TRUST (Q2 2025)
- CUSIP
- 78464A649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $77.7M |
| Exits | 37 | $22.1M |
All 13F filers, Q1 2025 → Q2 2025: 27,664,955 shares bought and 12,754,585 shares sold, net +14,910,370 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 506 holders
| State Street Corp. | 0.02% | Add +103.7% | 23,633,736 | $605.0M |
| LPL Financial LLC | 0.19% | Reduce -3.8% | 22,164,478 | $567.4M |
| Cwm, LLC | 1.54% | Add +7.1% | 17,087,709 | $437.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 5.43% | Add +7.6% | 12,634,914 | $323.5M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -2.4% | 11,100,502 | $284.2M |
| Cerity Partners LLC | 0.48% | Add +5.8% | 10,533,231 | $269.7M |
| RiverFront Investment Group, LLC | 3.86% | Reduce -0.6% | 7,716,661 | $197.5M |
| Private Advisor Group, LLC | 0.61% | Reduce -8.1% | 4,428,628 | $113.4M |
| Osaic Holdings, Inc. | 0.20% | Add +15.2% | 4,285,967 | $109.7M |
| Gradient Investments LLC | 1.82% | Reduce -4.2% | 3,897,587 | $99.8M |
| Willow Creek Wealth Management Inc. | 8.51% | Add +3.3% | 3,695,021 | $94.6M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -3.5% | 3,629,531 | $92.2M |
| Tobias Financial Advisors, Inc. | 15.25% | Add +5.5% | 3,479,793 | $89.1M |
| Baker Avenue Asset Management, LP | 2.19% | Add +2.8% | 2,999,565 | $76.8M |
| Rational Advisors, Inc. | 7.89% | Reduce -3.8% | 2,968,636 | $76.0M |
| UNIVEST FINANCIAL Corp | 4.55% | Add +0.8% | 2,963,765 | $75.9M |
| Raymond James Financial Inc. | 0.03% | Add +4.1% | 2,867,808 | $73.4M |
| Good Life Advisors, LLC | 4.55% | Add +2.2% | 2,841,986 | $72.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 2,499,718 | $64.0M |
| Wealthcare Advisory Partners LLC | 1.39% | Add +7.3% | 2,385,485 | $61.1M |
| Assetmark, Inc. | 0.14% | Add +81.8% | 2,385,171 | $61.1M |
| Great Valley Advisor Group, Inc. | 1.31% | Reduce -1.4% | 2,316,948 | $59.3M |
| Equitable Holdings, Inc. | 0.49% | Reduce -5.8% | 2,307,310 | $59.1M |
| Great Lakes Retirement, Inc. | 6.50% | Add +2.1% | 2,144,071 | $54.9M |
| Kingsview Wealth Management, LLC | 0.90% | Add +1.4% | 2,082,333 | $53.3M |
| Trilogy Capital Inc. | 2.56% | Reduce -0.1% | 2,052,229 | $52.5M |
| KWB Wealth | 6.13% | Reduce -19.5% | 1,973,889 | $50.4M |
| Stratos Investment Management, LLC | 2.30% | Add +2.7% | 1,962,947 | $50.3M |
| AlphaStar Capital Management, LLC | 3.44% | Reduce -7.7% | 1,910,006 | $48.9M |
| NewEdge Advisors, LLC | 0.25% | Add +7.7% | 1,906,479 | $48.8M |
| Park Avenue Securities LLC | 0.41% | New | 1,741,499 | $44.6M |
| N.E.W. Advisory Services LLC | 4.31% | Reduce -24.0% | 1,735,980 | $44.4M |
| MAI Capital Management | 0.30% | Add +5.8% | 1,715,318 | $43.9M |
| Financial Strategies Group, Inc. | 8.94% | Add +3.8% | 1,692,786 | $42.8M |
| GM Advisory Group, LLC | 2.09% | Add +1.0% | 1,649,560 | $42.2M |
| Morgan Stanley | 0.00% | Reduce -7.2% | 1,633,822 | $41.8M |
| Waverly Advisors, LLC | 0.45% | Add +3.0% | 1,616,132 | $41.4M |
| Sanctuary Advisors, LLC | 0.24% | Reduce -3.7% | 1,505,465 | $38.5M |
| Cornerstone Advisors Asset Management, LLC | 7.24% | Add +13.3% | 1,469,560 | $37.6M |
| Envestnet Portfolio Solutions, Inc. | 0.14% | Add +70.8% | 1,436,425 | $36.8M |
| McNamara Financial Services, Inc. | 7.04% | Add +0.9% | 1,386,530 | $35.5M |
| Stadion Money Management, LLC | 2.89% | Reduce -4.3% | 1,381,660 | $35.3M |
| Syon Capital LLC | 2.23% | Reduce -0.7% | 1,314,862 | $33.7M |
| Wealth Management Nebraska | 4.36% | Add +2.2% | 1,263,272 | $32.2M |
| OneDigital Investment Advisors LLC | 0.35% | Add +29.0% | 1,230,537 | $31.5M |
| Royal Bank of Canada | 0.01% | Add +0.9% | 1,225,420 | $31.4M |
| Trinity Wealth Management, LLC | 12.43% | Add +10.0% | 1,223,344 | $31.3M |
| US Bancorp \de | 0.04% | Add +0.6% | 1,179,029 | $30.2M |
| Arrien Investments, Inc. | 18.40% | Add +3.2% | 1,137,370 | $29.1M |
| Banco Santander, S.A. | 0.27% | Add +31.0% | 1,124,585 | $28.8M |
| Convergence Financial, LLC | 4.95% | Add +0.3% | 1,124,404 | $28.8M |
| Aspire Private Capital, LLC | 6.63% | Add +37.0% | 1,114,303 | $28.5M |
| Clear Creek Financial Management, LLC | 2.67% | Reduce -9.8% | 1,097,517 | $28.1M |
| Money Design Co.,Ltd. | 1.39% | Add +5.0% | 1,097,073 | $28.1M |
| Arete Wealth Advisors, LLC | 1.97% | Add +13.0% | 1,085,553 | $27.8M |
| Mariner, LLC | 0.04% | Reduce -26.2% | 1,083,385 | $27.7M |
| Truefg, LLC | 8.15% | Add +0.9% | 1,070,531 | $27.4M |
| Lodestar Private Asset Management LLC | 3.12% | Add +3.2% | 1,057,243 | $27.1M |
| UBS Group AG | 0.01% | Add +14.7% | 1,050,296 | $26.9M |
| IHT Wealth Management, LLC | 0.73% | Reduce -7.6% | 1,035,906 | $26.5M |
| Cutler Investment Counsel LLC | 2.91% | Add +3.8% | 1,021,528 | $26.2M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +24.3% | 990,506 | $25.4M |
| Americana Partners, LLC | 0.85% | Add +7.2% | 961,561 | $24.6M |
| Reston Wealth Management LLC | 8.35% | Add +0.8% | 930,582 | $23.8M |
| Advisory Alpha, LLC | 0.73% | Add +4.1% | 910,897 | $23.3M |
| Bristlecone Advisors, LLC | 1.95% | Reduce -2.4% | 904,947 | $23.2M |
| Waller Financial Planning Group, Inc. | 5.43% | Add +1.6% | 876,859 | $22.4M |
| Bensler, LLC | 2.50% | Reduce -13.7% | 873,067 | $22.4M |
| Leading Edge Financial Planning LLC | 6.00% | Add +4.0% | 842,874 | $21.6M |
| Apella Capital, LLC | 0.57% | Add +64.2% | 837,816 | $21.2M |
| MML Investors Services, LLC | 0.06% | Add +12.1% | 814,832 | $20.9M |
| WealthPlan Investment Management, LLC | 1.52% | Add +5.5% | 812,905 | $20.8M |
| Pinnacle Wealth Planning Services, Inc. | 2.67% | Add +2.4% | 791,983 | $20.3M |
| Rockefeller Capital Management L.P. | 0.04% | Add +0.5% | 791,713 | $20.3M |
| Jones Financial Companies LLLP | 0.01% | Add +11.2% | 777,857 | $19.8M |
| Creative Planning | 0.02% | Reduce -3.0% | 741,627 | $19.0M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -0.4% | 735,412 | $18.8M |
| Cetera Investment Advisers | 0.03% | Reduce -38.2% | 710,779 | $18.2M |
| Wells Fargo & Company | 0.00% | Reduce -3.3% | 692,806 | $17.7M |
| Bank of America Corp. | 0.00% | Add +0.9% | 680,676 | $17.4M |
| Money Concepts Capital Corp. | 1.15% | Reduce -2.7% | 670,775 | $17.2M |
| Weitzel Financial Services, Inc. | 7.16% | Add +2.8% | 661,917 | $16.9M |
| Simplicity Wealth,LLC | 0.67% | Add +334.5% | 626,788 | $16.0M |
| Kagan Cocozza Asset Management | 12.07% | Add +0.3% | 615,119 | $15.7M |
| Algorithmic Investment Models, LLC | 10.12% | Add +3.5% | 577,881 | $14.8M |
| Choreo, LLC | 0.20% | Reduce -24.1% | 574,164 | $14.7M |
| Stewardship Advisors, LLC | 3.72% | Add +0.4% | 573,602 | $14.7M |
| Stifel Financial Corp. | 0.01% | Add +8.7% | 524,494 | $13.4M |
| Rinkey Investments | 3.94% | Reduce -8.3% | 511,983 | $13.1M |
| Copley Financial Group, Inc. | 9.60% | Reduce -10.0% | 505,572 | $12.9M |
| Golden State Wealth Management, LLC | 1.57% | Reduce -1.6% | 503,795 | $12.9M |
| Advisory Resource Group | 2.46% | Add +8.1% | 500,122 | $12.8M |
| RFG Advisory, LLC | 0.29% | Add +3.1% | 485,171 | $12.4M |
| SigFig Wealth Management, LLC | 0.41% | Add +6.6% | 484,543 | $12.4M |
| HighTower Advisors, LLC | 0.02% | Add +20.9% | 473,977 | $12.1M |
| Tsfg, LLC | 2.08% | Add +1.7% | 447,927 | $11.5M |
| Columbia River Financial Group, LLC | 7.41% | Reduce -0.1% | 447,211 | $11.4M |
| MIdWestOne Financial Group, Inc. | 1.45% | New | 436,493 | $11.2M |
| Rockbridge Investment Management, LCC | 1.19% | Add +0.7% | 434,268 | $11.1M |
| Moneta Group Investment Advisors LLC | 0.13% | Reduce -0.6% | 420,478 | $10.8M |
| Astoria Strategic Wealth, Inc. | 2.85% | Reduce -0.1% | 411,645 | $10.5M |
| OneAscent Financial Services LLC | 0.71% | Reduce -2.5% | 387,456 | $9.9M |
| Global Retirement Partners, LLC | 0.24% | — | 385,454 | $9.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.38% | Reduce -5.0% | 385,344 | $9.9M |
| Larson Financial Group LLC | 0.39% | Reduce -22.3% | 377,793 | $9.7M |
| Facet Wealth, Inc. | 0.22% | Reduce -2.9% | 375,907 | $9.6M |
| Cahaba Wealth Management, Inc. | 0.70% | Reduce -2.1% | 351,125 | $9.0M |
| Rochester Wealth Strategies, LLC | 6.44% | Reduce -17.7% | 350,915 | $9.0M |
| Towercrest Capital Management | 1.59% | Reduce -3.3% | 348,639 | $8.9M |
| Cyr Financial Inc. | 6.88% | Add +10.0% | 348,150 | $8.9M |
| Jane Street Group, LLC | 0.01% | Reduce -58.4% | 347,767 | $8.9M |
| Balefire, LLC | 1.92% | Add +4.6% | 345,144 | $8.8M |
| Security Financial Services, INC. | 1.55% | Add +0.3% | 342,644 | $8.8M |
| Tennessee Valley Asset Management Partners | 2.22% | Add +3.4% | 341,628 | $8.7M |
| Crestwood Advisors Group, LLC | 0.15% | Reduce -5.4% | 337,417 | $8.6M |
| Truist Financial Corp. | 0.01% | Add +20.6% | 336,417 | $8.6M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -8.3% | 328,510 | $8.4M |
| Northeast Financial Group, Inc. | 2.64% | Add +1.3% | 325,786 | $8.3M |
| Signature Estate & Investment Advisors LLC | 0.19% | Reduce -1.2% | 325,069 | $8.3M |
| Savant Capital, LLC | 0.06% | Reduce -6.8% | 324,227 | $8.3M |
| Destiny Capital Corp | 4.83% | Reduce -0.7% | 313,152 | $8.0M |
| Captrust Financial Advisors | 0.02% | Add +3.3% | 309,499 | $7.9M |
| Gateway Wealth Partners, LLC | 1.50% | Add +8.9% | 309,269 | $7.9M |
| Alliance Wealth Management Group | 2.00% | Reduce -3.4% | 306,194 | $7.8M |
| Wealth Alliance Advisory Group, LLC | 1.49% | Reduce -0.0% | 305,968 | $7.8M |
| Appleton Partners Inc. | 0.55% | Add +4.3% | 304,336 | $7.8M |
| Cornerstone Wealth Management, LLC | 0.47% | Add +11.3% | 302,724 | $7.7M |
| Bank of Nova Scotia | 0.02% | New | 300,000 | $7.7M |
| ACT Advisors, LLC. | 3.54% | Add +0.9% | 298,843 | $7.7M |
| PAX Financial Group, LLC | 1.46% | Reduce -10.6% | 298,628 | $7.6M |
| Burt Wealth Advisors | 1.69% | Reduce -1.1% | 289,174 | $7.4M |
| Eldridge Investment Advisors, Inc. | 1.55% | Reduce -5.6% | 289,946 | $7.4M |
| Pure Financial Advisors, LLC | 0.13% | Reduce -0.2% | 285,217 | $7.3M |
| Perigon Wealth Management, LLC | 0.17% | Add +10.3% | 283,754 | $7.3M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +42.6% | 275,591 | $7.1M |
| Integrated Advisors Network LLC | 0.32% | Reduce -6.0% | 272,936 | $7.0M |
| Values Added Financial LLC | 3.28% | Reduce -16.5% | 264,621 | $6.8M |
| Certified Advisory Corp | 0.70% | Add +4.8% | 262,413 | $6.7M |
| Cibc World Markets Corp. | 0.04% | Add +0.8% | 262,018 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.1% | 261,175 | $6.7M |
| Raleigh Capital Management Inc. | 2.77% | Add +143.9% | 258,307 | $6.6M |
| Amtrust Financial Services, Inc. | 2.30% | No change | 250,600 | $6.4M |
| Total Clarity Wealth Management, Inc. | 1.83% | Add +46.7% | 249,732 | $6.4M |
| Avantax Advisory Services, Inc. | 0.03% | Add +1.2% | 245,931 | $6.3M |
| ERn Financial, LLC | 1.32% | Add +1.9% | 244,099 | $6.2M |
| Zhang Financial LLC | 0.28% | Add +8.3% | 237,976 | $6.1M |
| Wealth Watch Advisors, INC | 3.52% | Add +805.6% | 237,555 | $6.1M |
| Lanark Financial, Inc. | 0.50% | Add +241.8% | 237,344 | $6.1M |
| Lunt Capital Management, Inc. | 2.28% | Add +0.0% | 233,012 | $6.0M |
| Atria Wealth Solutions, Inc. | 0.13% | Add +33.9% | 230,314 | $5.9M |
| IAG Wealth Partners, LLC | 0.77% | Add +6.9% | 228,120 | $5.8M |
| Jacobi Capital Management LLC | 0.39% | Add +271.3% | 228,002 | $5.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.38% | Reduce -40.5% | 227,776 | $5.8M |
| Austin Private Wealth, LLC | 0.46% | Add +820.8% | 226,536 | $5.8M |
| Integrated Capital Management, Inc. | 4.32% | Add +2.4% | 221,505 | $5.7M |
| FSB Premier Wealth Management, Inc. | 1.93% | Reduce -1.1% | 211,332 | $5.4M |
| Melone Private Wealth, LLC | 2.76% | Reduce -0.8% | 211,286 | $5.4M |
| Alexander Labrunerie & Co., Inc. | 2.22% | Reduce -2.2% | 209,271 | $5.4M |
| Geneos Wealth Management Inc. | 0.13% | Reduce -6.4% | 207,731 | $5.3M |
| Lifeworks Advisors, LLC | 0.79% | Reduce -1.3% | 206,578 | $5.3M |
| AE Wealth Management LLC | 0.04% | Add +7.5% | 205,833 | $5.3M |
| Parallel Advisors, LLC | 0.11% | Add +15.6% | 205,323 | $5.3M |
| HBW Advisory Services LLC | 0.64% | Add +12.9% | 201,640 | $5.2M |
| Foundations Investment Advisors, LLC | 0.08% | Add +0.5% | 201,092 | $5.1M |
| Balance Wealth Partners LLC | 2.97% | Reduce -13.6% | 197,947 | $5.1M |
| JT Stratford LLC | 0.74% | Reduce -0.2% | 190,653 | $4.9M |
| Better Money Decisions, LLC | 2.95% | Add +10.2% | 189,378 | $4.8M |
| Allworth Financial LP | 0.02% | Reduce -1.9% | 188,985 | $4.8M |
| McMill Wealth Management | 1.59% | Reduce -2.2% | 188,135 | $4.8M |
| Avior Wealth Management, LLC | 0.16% | Add +1.4% | 178,424 | $4.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +268.8% | 169,268 | $4.3M |
| Barden Capital Management, Inc. | 3.78% | Reduce -2.8% | 168,449 | $4.3M |
| AQR Capital Management | 0.00% | Add +29.2% | 164,439 | $4.2M |
| Independent Wealth Network Inc. | 1.46% | Add +2.2% | 155,887 | $4.0M |
| Financial & Tax Architects, LLC | 0.94% | Add +336.3% | 151,461 | $3.9M |
| Sentinel Pension Advisors, LLC | 0.64% | Reduce -1.2% | 148,728 | $3.8M |
| TRUE Private Wealth Advisors | 0.41% | Add +19.3% | 143,297 | $3.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -74.1% | 136,991 | $3.5M |
| Townsquare Capital LLC | 0.34% | Reduce -77.2% | 136,944 | $3.5M |
| Sharkey, Howes & Javer | 0.47% | Add +443.9% | 136,392 | $3.5M |
| Bull Oak Capital, LLC | 1.59% | Reduce -28.9% | 136,363 | $3.5M |
| NYL Investors LLC | 1.00% | Reduce -3.0% | 135,088 | $3.5M |
| Landmark Wealth Management, Inc. | 1.43% | Add +1383.3% | 130,704 | $3.3M |
| Busey Bank | 0.10% | Reduce -0.5% | 129,708 | $3.3M |
| World Investment Advisors | 0.08% | Add +167.0% | 129,152 | $3.3M |
| IFP Advisors, Inc | 0.09% | Add +30.1% | 126,593 | $3.2M |
| Aquire Wealth Advisors, LLC | 0.86% | Reduce -1.5% | 125,686 | $3.2M |
| Destination Wealth Management | 0.09% | Reduce -1.3% | 121,291 | $3.1M |
| Merit Financial Group, LLC | 0.03% | Add +37.6% | 120,565 | $3.1M |
| Aspetuck Financial Management LLC | 2.30% | No change | 119,166 | $3.1M |
| Empower Advisory Group, LLC | 0.01% | Add +104.6% | 117,392 | $3.0M |
| Financial Advocates Investment Management | 0.24% | Reduce -7.7% | 116,592 | $3.0M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -6.8% | 116,115 | $3.0M |
| Auour Investments LLC | 1.02% | Reduce -16.6% | 115,921 | $3.0M |
| Axxcess Wealth Management, LLC | 0.07% | Add +140.9% | 115,359 | $3.0M |
| CGN Advisors LLC | 0.26% | Add +0.6% | 113,900 | $2.9M |
| Global Endowment Management, LP | 0.39% | Add +3.7% | 113,772 | $2.9M |
| Cahill Financial Advisors Inc. | 0.36% | Add +4.2% | 112,736 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +2.5% | 110,878 | $2.8M |
| CVFG LLC | 2.25% | Add +8.2% | 110,667 | $2.8M |
| WealthTrak Capital Management LLC | 2.31% | Reduce -3.9% | 107,895 | $2.8M |
| TrueWealth Advisors, LLC | 0.82% | Reduce -8.6% | 107,710 | $2.8M |
| Orin Green Financial, LLC | 1.16% | Reduce -0.8% | 106,843 | $2.7M |
| Independent Financial Group, LLC | 0.07% | Add +26.0% | 105,396 | $2.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.03% | Add +1.8% | 103,571 | $2.7M |
| Creative Financial Designs Inc. | 0.19% | Add +65.6% | 103,217 | $2.6M |
| Partners in Financial Planning | 0.47% | Add +22.1% | 99,985 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -65.8% | 96,398 | $2.5M |
| Compass Financial Group, Inc. | 1.20% | Reduce -0.3% | 93,740 | $2.4M |
| Sowell Financial Services LLC | 0.10% | Reduce -1.0% | 93,356 | $2.4M |
| Comerica Bank | 0.01% | Reduce -1.9% | 92,728 | $2.4M |
| Brown Financial Advisors | 0.92% | Reduce -5.4% | 92,276 | $2.4M |
| Tempus Wealth Planning, LLC | 0.58% | Add +1.9% | 91,257 | $2.3M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 89,943 | $2.3M |
| Capital Analysts, LLC | 0.08% | Add +113.4% | 89,044 | $2.3M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -17.7% | 88,032 | $2.3M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -76.3% | 88,003 | $2.3M |
| Brown Financial Advisory | 1.23% | Add +453.1% | 87,149 | $2.2M |
| Hibernia Wealth Partners, LLC | 0.80% | Add +91.0% | 86,164 | $2.2M |
| International Private Wealth Advisors LLC | 1.86% | Add +31.2% | 84,564 | $2.2M |
| Steele Capital Management, Inc. | 0.10% | Add +5.4% | 84,280 | $2.2M |
| Precedent Wealth Partners, LLC | 0.53% | Add +9.7% | 84,269 | $2.2M |
| Fermata Advisors, LLC | 0.58% | Reduce -3.5% | 84,214 | $2.2M |
| Legacy Solutions, LLC | 2.06% | Add +0.0% | 84,106 | $2.2M |
| Richard P Slaughter Associates Inc | 0.43% | Reduce -2.3% | 83,278 | $2.1M |
| Magnolia Capital Advisors LLC | 0.53% | Add +25.8% | 82,658 | $2.1M |
| Private Wealth Group, LLC | 1.10% | Reduce -3.1% | 81,004 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 79,650 | $2.0M |
| Smartleaf Asset Management LLC | 0.18% | Add +0.9% | 79,582 | $2.0M |
| Harbour Investments, Inc. | 0.05% | Add +117.6% | 78,865 | $2.0M |
| Citigroup Inc. | 0.00% | Add +2.9% | 77,872 | $2.0M |
| Core Wealth Partners LLC | 1.00% | New | 77,192 | $2.0M |
| Pinnacle Family Advisors, LLC | 0.96% | Reduce -1.7% | 77,165 | $2.0M |
| Meridian Wealth Management, LLC | 0.08% | Reduce -1.5% | 73,335 | $1.9M |
| E&G Advisors, LLC | 0.48% | Reduce -1.6% | 72,809 | $1.9M |
| GeoWealth Management, LLC | 0.07% | Add +19.0% | 72,402 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -20.4% | 72,003 | $1.8M |
| Resolute Wealth Advisor, Inc. | 1.02% | — | 69,823 | $1.8M |
| Signal Advisors Wealth, LLC | 0.14% | Add +718.4% | 69,672 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.66% | Add +1.9% | 69,317 | $1.8M |
| Strategic Wealth Partners, Ltd. | 0.14% | — | 68,950 | $1.8M |
| Red Crane Wealth Management, LLC | 1.61% | Reduce -30.4% | 68,827 | $1.8M |
| Winch Advisory Services, LLC | 0.43% | Reduce -4.4% | 68,310 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +57.7% | 67,387 | $1.7M |
| Crabel Capital Management, LLC | 1.06% | Add +27.8% | 67,302 | $1.7M |
| Silver Oak Securities, Incorporated | 0.14% | Add +0.3% | 66,166 | $1.7M |
| Rainier Family Wealth Inc. | 1.67% | Add +61.8% | 65,380 | $1.7M |
| Laraway Financial Advisors Inc | 1.24% | Reduce -2.7% | 63,799 | $1.6M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -6.3% | 63,665 | $1.6M |
| Novus Advisors, LLC | 2.47% | Add +209.6% | 63,307 | $1.6M |
| Milestone Asset Management, LLC | 0.34% | New | 62,925 | $1.6M |
| Breakwater Investment Management | 0.62% | Reduce -39.8% | 62,739 | $1.6M |
| Prospect Financial Group LLC | 1.68% | Reduce -1.3% | 62,669 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.4% | 62,223 | $1.6M |
| Elios Financial Group Inc. | 0.72% | Add +1.9% | 61,692 | $1.6M |
| G&S Capital LLC | 0.62% | Add +14.5% | 61,512 | $1.6M |
| Flagship Private Wealth, LLC | 0.67% | Reduce -11.7% | 61,441 | $1.6M |
| GPS Wealth Strategies Group, LLC | 0.18% | Add +48.5% | 60,021 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.07% | Reduce -5.9% | 59,781 | $1.5M |
| JBR Co Financial Management Inc | 0.75% | Add +87.2% | 59,328 | $1.5M |
| Coppell Advisory Solutions LLC | 0.18% | Add +121.0% | 59,285 | $1.5M |
| Wealth Advisory Solutions, LLC | 0.38% | Reduce -4.5% | 58,878 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -93.6% | 58,170 | $1.5M |
| Astoria Portfolio Advisors LLC. | 0.41% | New | 58,032 | $1.5M |
| Destiny Wealth Partners, LLC | 0.20% | Reduce -1.7% | 56,900 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +16.2% | 56,811 | $1.5M |
| FWG Investments, LLC. | 1.10% | Reduce -13.1% | 56,534 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +2.9% | 56,153 | $1.4M |
| Scissortail Wealth Management, LLC | 0.34% | Reduce -14.4% | 55,612 | $1.4M |
| TKG Advisors, LLC | 0.63% | Add +1.4% | 55,378 | $1.4M |
| Visionary Wealth Advisors | 0.07% | Add +1.0% | 54,919 | $1.4M |
| Ascent Group, LLC | 0.05% | Add +159.3% | 54,898 | $1.4M |
| Principal Securities, Inc. | 0.03% | Add +949.3% | 54,898 | $1.4M |
| Altus Wealth Group LLC | 0.62% | Reduce -29.7% | 54,558 | $1.4M |
| Carnegie Investment Counsel | 0.03% | Add +5.6% | 53,379 | $1.4M |
| Wealthspire Retirement, LLC | 0.09% | Add +1.0% | 53,308 | $1.4M |
| HF Advisory Group, LLC | 0.52% | Reduce -5.1% | 51,728 | $1.3M |
| Richardson Financial Services Inc. | 0.86% | Add +72.9% | 50,445 | $1.3M |
| Comprehensive Money Management Services LLC | 0.96% | Reduce -8.7% | 49,666 | $1.3M |
| Lockerman Financial Group, Inc. | 1.70% | Add +174.6% | 49,411 | $1.3M |
| Northwest Capital Management Inc | 0.68% | Reduce -29.4% | 48,881 | $1.3M |
| Main Street Financial Solutions, LLC | 0.09% | New | 47,929 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +305.4% | 44,554 | $1.1M |
| Balboa Wealth Partners | 0.23% | Add +256.1% | 44,347 | $1.1M |
| First Financial Bank - Trust Division | 0.10% | Add +10.8% | 42,214 | $1.1M |
| Global Strategic Investment Solutions, LLC | 0.12% | Add +1.0% | 42,162 | $1.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.24% | Reduce -29.2% | 41,457 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.36% | Reduce -0.1% | 41,610 | $1.1M |
| Keystone Wealth Services, LLC | 0.24% | Reduce -9.2% | 38,340 | $982K |
| Lynx Investment Advisory | 0.64% | Add +2.4% | 38,312 | $981K |
| PKS Advisory Services, LLC | 0.24% | Reduce -4.0% | 37,870 | $969K |
| MSH Capital Advisors LLC | 0.28% | Reduce -6.0% | 37,441 | $958K |
| Walkner Condon Financial Advisors LLC | 0.17% | Add +21.4% | 36,617 | $937K |
| Belpointe Asset Management LLC | 0.04% | Reduce -0.7% | 36,550 | $936K |
| Magnolia Private Wealth, LLC | 0.68% | Reduce -11.6% | 34,250 | $877K |
| LexAurum Advisors, LLC | 0.14% | No change | 33,902 | $868K |
| Shelter Mutual Insurance Co | 0.20% | No change | 32,900 | $842K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -49.0% | 32,552 | $833K |
| AdvisorNet Financial, Inc | 0.05% | Add +15.6% | 32,455 | $831K |
| Falcon Wealth Planning | 0.08% | Reduce -7.1% | 32,455 | $831K |
| Opulen Financial Group LLC | 0.68% | Add +1.0% | 32,330 | $828K |
| United Advisor Group, LLC | 0.14% | Add +242.2% | 32,204 | $824K |
| Private Trust Co. NA | 0.08% | Add +14.1% | 32,174 | $824K |
| Tilson Financial Group, Inc. | 0.31% | Reduce -2.3% | 32,059 | $821K |
| Argent Trust Co | 0.03% | Reduce -9.1% | 32,041 | $820K |
| Nicolet Advisory Services, LLC | 0.07% | Reduce -9.8% | 31,858 | $815K |
| McAdam, LLC | 0.04% | Reduce -57.1% | 31,565 | $808K |
| Mutual Advisors, LLC | 0.02% | Add +6.3% | 31,736 | $806K |
| Colton Groome Financial Advisors, LLC | 0.27% | Reduce -17.3% | 30,920 | $792K |
| Priebe Wealth Holdings LLC | 0.68% | Reduce -46.5% | 30,774 | $788K |
| Mattson Financial Services, LLC | 0.21% | Add +8.4% | 30,218 | $774K |
| Wrenne Financial Planning LLC | 0.36% | Add +3.2% | 29,867 | $765K |
| Barnes Wealth Management Group, Inc | 0.44% | Reduce -8.0% | 29,396 | $753K |
| Narus Financial Partners, LLC | 0.23% | Add +15.1% | 28,694 | $735K |
| Focus Financial Network, Inc. | 0.03% | New | 28,317 | $725K |
| Kelman-Lazarov, Inc. | 0.12% | Add +135.0% | 27,797 | $712K |
| Ascentis Independent Advisors | 0.13% | Reduce -7.5% | 27,454 | $703K |
| Zacks Investment Management | 0.01% | Add +8.4% | 27,308 | $699K |
| Plan A Wealth LLC | 0.39% | Reduce -44.4% | 26,998 | $691K |
| Paladin Wealth, LLC | 0.53% | Reduce -7.5% | 26,733 | $684K |
| FreeGulliver LLC | 0.31% | Add +4.8% | 26,056 | $667K |
| Hutchinson Financial Advisors, INC | 0.74% | — | 25,713 | $658K |
| Wealthgarden F.S. LLC | 0.54% | Reduce -1.0% | 25,763 | $655K |
| Mill Capital Management, LLC | 0.05% | New | 25,407 | $650K |
| Farrell Financial LLC | 0.43% | Add +6.3% | 25,204 | $645K |
| Forza Wealth Management, LLC | 0.26% | No change | 25,150 | $644K |
| Medallion Wealth Advisors, LLC | 0.25% | No change | 25,194 | $643K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -54.7% | 24,879 | $637K |
| Iams Wealth Management, LLC | 0.29% | New | 24,698 | $632K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -3.1% | 23,625 | $605K |
| Paladin Advisory Group, LLC | 0.46% | Add +0.2% | 23,594 | $604K |
| Millington Financial Advisors, LLC | 0.30% | Add +14.7% | 23,275 | $590K |
| WCG Wealth Advisors LLC | 0.04% | Reduce -94.4% | 22,921 | $587K |
| Kure Advisory, LLC | 0.37% | Reduce -55.7% | 21,992 | $563K |
| Optivise Advisory Services LLC | 0.28% | Reduce -18.7% | 21,753 | $557K |
| Snider Financial Group | 0.16% | Reduce -2.3% | 21,419 | $548K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 21,325 | $546K |
| Vise Technologies, Inc. | 0.02% | — | 20,795 | $532K |
| Triad Wealth Partners, LLC | 0.11% | Reduce -17.2% | 20,452 | $524K |
| Tandem Investment Partners LLC | 0.45% | Add +1.6% | 20,082 | $514K |
| Betterment LLC | 0.00% | Add +3.1% | 20,009 | $512K |
| Garrett Wealth Advisory Group, LLC | 0.11% | Add +2.3% | 19,727 | $505K |
| Balentine LLC | 0.02% | Add +1.7% | 19,143 | $490K |
| Texas Yale Capital Corp. | 0.02% | No change | 19,000 | $486K |
| Riverbend Wealth Management, LLC | 0.37% | Add +41.0% | 18,861 | $483K |
| &partners | 0.00% | Reduce -32.0% | 18,833 | $482K |
| Advisor Resource Council | 0.23% | Reduce -97.5% | 18,593 | $476K |
| Vicus Capital | 0.04% | Add +0.0% | 18,381 | $471K |
| Sharper & Granite LLC | 0.18% | Add +2.9% | 18,300 | $466K |
| CoreCap Advisors, LLC | 0.02% | Reduce -0.7% | 17,693 | $453K |
| True Vision MN LLC | 0.25% | New | 17,411 | $446K |
| Investments & Financial Planning, LLC | 0.26% | Reduce -1.4% | 17,385 | $445K |
| Sovran Advisors, LLC | 0.05% | Reduce -68.8% | 17,343 | $439K |
| Hilltop Holdings Inc. | 0.03% | Add +65.0% | 17,038 | $436K |
| Advisor OS, LLC | 0.04% | Reduce -98.0% | 17,003 | $435K |
| PFG Private Wealth Management, LLC | 0.22% | Add +1.1% | 16,874 | $432K |
| Visionary Horizons, LLC | 0.27% | Add +34.2% | 16,821 | $431K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +7.0% | 16,725 | $428K |
| Capital CS Group, LLC | 0.69% | Reduce -7.5% | 16,314 | $418K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +3.3% | 16,091 | $412K |
| Silverlake Wealth Management LLC | 0.12% | New | 16,054 | $411K |
| Brookstone Capital Management | 0.01% | Reduce -1.8% | 15,804 | $405K |
| Empirical Asset Management, LLC | 0.12% | Add +21.5% | 15,602 | $399K |
| Collaborative Wealth Managment Inc. | 0.17% | Add +3.0% | 15,176 | $389K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -8.9% | 14,782 | $378K |
| Valtinson Bruner Financial Planning LLC | 0.12% | Add +78.3% | 14,704 | $376K |
| Heartwood Wealth Advisors LLC | 0.04% | Reduce -4.2% | 14,704 | $376K |
| AMJ Financial Wealth Management | 0.10% | Add +3.1% | 14,655 | $375K |
| Retirement Income Solutions, Inc. | 0.07% | New | 14,523 | $372K |
| Brookwood Investment Group LLC | 0.06% | Reduce -92.5% | 14,291 | $366K |
| Capital Planning Advisors, LLC | 0.05% | Reduce -5.3% | 14,232 | $364K |
| Csenge Advisory Group | 0.02% | Add +3.1% | 14,277 | $361K |
| Cove Street Capital, LLC | 0.53% | No change | 14,100 | $361K |
| National Bank of Canada | 0.00% | Reduce -33.1% | 14,058 | $360K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 14,112 | $360K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.7% | 13,497 | $346K |
| Richard W. Paul & Associates, LLC | 0.12% | Add +10.9% | 13,425 | $344K |
| Tribridge Partners Financial LLC | 0.20% | — | 13,401 | $343K |
| DAVENPORT & Co LLC | 0.00% | Reduce -4.0% | 13,249 | $339K |
| Wedbush Securities Inc. | 0.01% | Reduce -27.5% | 13,210 | $338K |
| Buck Wealth Strategies, LLC | 0.05% | New | 13,166 | $337K |
| Tidemark, LLC | 0.11% | Reduce -17.6% | 12,776 | $327K |
| Virtue Capital Management, LLC | 0.06% | Reduce -94.3% | 12,538 | $321K |
| Atlas Private Wealth Advisors | 0.04% | Reduce -16.8% | 12,322 | $315K |
| Kelly Financial Services LLC | 0.09% | New | 12,031 | $308K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 11,677 | $299K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Reduce -0.3% | 11,671 | $299K |
| Western Wealth Management, LLC | 0.02% | Reduce -13.5% | 11,608 | $297K |
| Quest 10 Wealth Builders, Inc. | 0.29% | Add +1.1% | 11,454 | $293K |
| Investment Planning Advisors, Inc. | 0.10% | New | 11,380 | $291K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -12.1% | 11,165 | $286K |
| MJT & Associates Financial Advisory Group, Inc. | 0.35% | Reduce -3.3% | 10,936 | $280K |
| AIFG Consultants Ltd. | 0.54% | Reduce -72.8% | 10,840 | $278K |
| Strategic Financial Planning, Inc. | 0.17% | Reduce -2.5% | 10,714 | $274K |
| Roman Butler Fullerton & Co. | 0.08% | Add +1.0% | 10,751 | $273K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -7.8% | 10,573 | $271K |
| WealthCare Investment Partners, LLC | 0.10% | Reduce -1.1% | 10,631 | $270K |
| Client 1ST Advisory Group, LLC | 0.10% | Add +0.7% | 10,536 | $270K |
| D.A. Davidson & Co. | 0.00% | Add +5.4% | 10,381 | $266K |
| Arax Advisory Partners | 0.01% | Add +0.1% | 10,360 | $265K |
| OMNI 360 Wealth, Inc. | 0.16% | Add +0.7% | 10,227 | $262K |
| Rialto Wealth Management, LLC | 0.07% | Reduce -3.3% | 10,218 | $262K |
| Tolleson Wealth Management, Inc. | 0.04% | No change | 10,180 | $261K |
| GEM Asset Management, LLC | 0.13% | Add +0.8% | 10,247 | $259K |
| Blair William & Co. | 0.00% | Add +21.0% | 10,091 | $258K |
| Concord Asset Management, LLC | 0.04% | Add +6.8% | 9,952 | $255K |
| Concord Wealth Partners | 0.04% | Reduce -0.2% | 9,952 | $255K |
| Transce3nd, LLC | 0.11% | Add +15.9% | 9,921 | $254K |
| Financial Advisory Partners, LLC | 0.08% | Add +3.4% | 9,866 | $253K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 9,832 | $252K |
| Syverson Strege & Co | 0.06% | No change | 9,820 | $251K |
| Maia Wealth LLC | 0.05% | Add +6.2% | 9,625 | $246K |
| Peak Financial Advisors LLC | 0.12% | New | 9,298 | $238K |
| Waterloo Capital, L.P. | 0.02% | Reduce -15.7% | 9,295 | $238K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 9,261 | $237K |
| Global Financial Private Client, LLC | 0.09% | Add +1447.6% | 8,945 | $229K |
| Modern Wealth Management, LLC | 0.01% | Reduce -20.8% | 8,849 | $227K |
| Optimist Retirement Group LLC | 0.11% | Add +0.9% | 8,710 | $223K |
| Lutz Financial Services LLC | 0.02% | Reduce -12.8% | 8,611 | $220K |
| Asset Dedication, LLC | 0.02% | No change | 8,577 | $220K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -9.1% | 8,385 | $215K |
| OLIO Financial Planning | 0.07% | No change | 8,357 | $214K |
| Maripau Wealth Management LLC | 0.11% | New | 8,305 | $213K |
| Ehrlich Financial Group | 0.14% | No change | 8,250 | $211K |
| Diversify Advisory Services, LLC | 0.01% | Add +0.7% | 8,170 | $209K |
| Symmetry Partners, LLC | 0.03% | Reduce -45.7% | 8,050 | $206K |
| Founders Financial Alliance, LLC | 0.05% | Add +1.0% | 8,041 | $206K |
| Goelzer Investment Management, Inc. | 0.01% | New | 7,918 | $203K |
| Sunbelt Securities, Inc. | 0.02% | No change | 7,635 | $191K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 7,387 | $189K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -0.5% | 7,174 | $184K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.1% | 6,993 | $179K |
| Horizon Investments, LLC | 0.00% | Reduce -96.5% | 6,906 | $177K |
| Bay Harbor Wealth Management, LLC | 0.05% | No change | 6,878 | $176K |
| Ancora Advisors LLC | 0.00% | Reduce -2.6% | 6,547 | $168K |
| FMR LLC | 0.00% | Add +19.4% | 6,258 | $160K |
| Private Wealth Asset Management, LLC | 0.02% | Add +575.4% | 5,619 | $144K |
| Realta Investment Advisors | 0.05% | Reduce -45.1% | 4,891 | $125K |
| Ameritas Advisory Services, LLC | 0.01% | New | 4,813 | $123K |
| Beacon Capital Management, Inc. | 0.01% | New | 4,524 | $116K |
| Tucker Asset Management LLC | 0.04% | Reduce -3.4% | 4,518 | $116K |
| Bank of Montreal | 0.00% | Reduce -12.7% | 4,287 | $110K |
| Woodside Wealth Management LLC | 0.09% | Add +7.0% | 4,279 | $110K |
| Key Financial Inc | 0.02% | No change | 3,894 | $100K |
| WealthCollab, LLC | 0.05% | No change | 3,690 | $94K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -60.1% | 3,617 | $93K |
| Iron Horse Wealth Management, LLC | 0.03% | Reduce -1.0% | 3,613 | $92K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.9% | 3,445 | $88K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 3,200 | $82K |
| CIBC Private Wealth Group LLC | 0.00% | Add +37.0% | 3,067 | $79K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,807 | $72K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.0% | 2,555 | $65K |
| Bellwether Advisors, LLC | 0.01% | No change | 2,373 | $61K |
| Wolff Wiese Magana LLC | 0.04% | Add +89.3% | 2,329 | $60K |
| WFA of San Diego, LLC | 0.04% | — | 2,069 | $53K |
| Keener Financial Planning LLC | 0.03% | Reduce -21.5% | 2,054 | $52K |
| Darwin Wealth Management, LLC | 0.02% | Reduce -42.5% | 2,029 | $52K |
| St Germain D J Co. Inc. | 0.00% | Reduce -1.2% | 2,028 | $52K |
| Safe Harbor Fiduciary, LLC | 0.05% | Add +18.7% | 2,024 | $52K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,987 | $51K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,869 | $48K |
| Reyes Financial Architecture, Inc. | 0.04% | No change | 1,819 | $47K |
| Blue Trust, Inc. | 0.00% | New | 1,701 | $44K |
| IMG Wealth Management, Inc. | 0.03% | No change | 1,359 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +113.3% | 1,271 | $33K |
| Cheviot Value Management, LLC | 0.00% | No change | 1,273 | $32K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -18.3% | 1,203 | $31K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 1,200 | $31K |
| Midwest Capital Advisors, LLC | 0.01% | Reduce -96.6% | 1,078 | $28K |
| Franklin Resources Inc. | 0.00% | New | 1,000 | $26K |
| Activest Wealth Management | 0.01% | No change | 915 | $23K |
| Rossby Financial, LCC | 0.01% | Reduce -5.3% | 901 | $23K |
| Hemington Wealth Management | 0.00% | Reduce -4.0% | 895 | $22K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 813 | $21K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 656 | $17K |
| Aventus Investment Advisors, Inc. | 0.01% | — | 643 | $16K |
| New England Capital Financial Advisors LLC | 0.01% | Add +1.1% | 633 | $16K |
| Valley National Advisers Inc. | 0.00% | Add +1.0% | 611 | $15K |
| Phillips Financial Management, LLC | 0.00% | Add +0.8% | 489 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 426 | $11K |
| Dogwood Wealth Management LLC | 0.00% | No change | 392 | $10K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 384 | $10K |
| Qube Research & Technologies Ltd | 0.00% | No change | 374 | $10K |
| Beacon Capital Management, LLC | 0.00% | Add +1.1% | 367 | $9K |
| TD Private Client Wealth LLC | 0.00% | Reduce -17.7% | 302 | $8K |
| Crewe Advisors LLC | 0.00% | New | 288 | $7K |
| North Star Investment Management Corp. | 0.00% | Add +1.1% | 278 | $7K |
| BlackRock, Inc. | 0.00% | Add +2.3% | 269 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +9.7% | 169 | $4K |
| Barrett & Company, Inc. | 0.00% | No change | 157 | $4K |
| Archer Investment Corp | 0.00% | Add +187.5% | 138 | $4K |
| Hughes Financial Services, LLC | 0.00% | Reduce -79.8% | 113 | $3K |
| Legacy Investment Solutions, LLC | 0.00% | — | 105 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | New | 105 | $3K |
| Investors Research Corp | 0.00% | No change | 84 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 81 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 54 | $1K |
| Pandora Wealth, Inc. | 0.00% | No change | 50 | $1K |
| Covestor Ltd | 0.00% | New | 48 | $1K |
| Copia Wealth Management | 0.00% | Add +15.4% | 30 | $768 |
| Bfsg, LLC | 0.00% | No change | 30 | $768 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 25 | $617 |
| Bogart Wealth, LLC | 0.00% | Add +62.5% | 13 | $337 |
| Barclays PLC | 0.00% | No change | 1 | $26 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -99.7% | 1 | $26 |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $19 |
"% 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.