SS SPDR P Agg Bond ETFSPABETF
13F holders, Q1 2026 (March 31)549holders +20
56new positions
37sold out
2famous investors
$25.62avg. 13F price*
At the end of Q1 2026, 549 institutions reported holding SS SPDR P Agg Bond ETF (SPAB) in their 13F filings, up 20 from Q4 2025. 56 opened new positions and 37 sold out. The largest holders were LPL Financial LLC ($633.2M), State Street Corp. ($404.0M) and Cwm, LLC ($358.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR P Agg Bond ETF
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78464A649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $252.6M |
| Exits | 37 | $228.0M |
All 13F filers, Q4 2025 → Q1 2026: 33,328,503 shares bought and 26,972,609 shares sold, net +6,355,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 549 holders
| LPL Financial LLC | 0.17% | Add +5.1% | 24,716,908 | $633.2M |
| State Street Corp. | 0.01% | Add +27.3% | 15,769,631 | $404.0M |
| Cwm, LLC | 0.94% | Reduce -23.0% | 14,001,534 | $358.7M |
| Cerity Partners LLC | 0.46% | Add +8.8% | 12,700,878 | $325.4M |
| Envestnet Asset Management Inc. | 0.07% | Add +7.2% | 9,790,652 | $250.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.50% | Reduce -38.7% | 9,329,661 | $239.0M |
| RiverFront Investment Group, LLC | 3.09% | Add +0.5% | 7,785,255 | $199.5M |
| Horizon Investments, LLC | 2.06% | Add +1.2% | 7,169,907 | $183.7M |
| Exchange Traded Concepts, LLC | 1.41% | Add +1.1% | 7,160,221 | $183.4M |
| Tidal Investments LLC | 0.47% | New | 5,964,025 | $152.3M |
| Bank of America Corp. | 0.01% | Add +23.5% | 5,842,790 | $149.7M |
| Osaic Holdings, Inc. | 0.16% | Add +5.0% | 4,348,451 | $111.4M |
| Tobias Financial Advisors, Inc. | 14.90% | Add +7.0% | 4,178,789 | $107.1M |
| Gradient Investments LLC | 1.47% | Reduce -1.2% | 3,699,377 | $94.8M |
| Baker Avenue Asset Management, LP | 1.98% | Add +2.6% | 3,386,410 | $86.8M |
| Wealthcare Advisory Partners LLC | 1.50% | Add +7.8% | 3,015,178 | $77.2M |
| Convergence Financial, LLC | 7.65% | Add +116.9% | 2,817,632 | $72.1M |
| Raymond James Financial Inc. | 0.02% | Add +3.7% | 2,754,377 | $70.6M |
| Kingsview Wealth Management, LLC | 0.94% | Add +8.6% | 2,695,425 | $69.1M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -27.7% | 2,673,437 | $68.4M |
| Morgan Stanley | 0.00% | Add +4.3% | 2,549,293 | $65.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.5% | 2,460,825 | $62.9M |
| UNIVEST FINANCIAL Corp | 3.48% | Reduce -21.4% | 2,415,915 | $61.9M |
| Great Lakes Retirement, Inc. | 6.25% | Add +3.3% | 2,358,002 | $60.4M |
| Stratos Investment Management, LLC | 2.33% | Add +5.3% | 2,269,728 | $58.2M |
| Trilogy Capital Inc. | 2.54% | Add +3.8% | 2,229,579 | $57.1M |
| N.E.W. Advisory Services LLC | 4.04% | Add +0.1% | 2,110,566 | $54.1M |
| MAI Capital Management | 0.30% | Add +6.8% | 2,063,241 | $52.9M |
| Financial Strategies Group, Inc. | 8.40% | Add +6.5% | 1,958,484 | $50.2M |
| GM Advisory Group, LLC | 1.84% | Add +4.4% | 1,861,558 | $47.7M |
| Vestmark Advisory Solutions, Inc. | 0.53% | Add +27.4% | 1,860,597 | $47.7M |
| Apella Capital, LLC | 0.69% | Add +35.2% | 1,807,132 | $46.5M |
| Independent Advisor Alliance | 0.49% | Add +13939.5% | 1,776,554 | $45.5M |
| AlphaStar Capital Management, LLC | 3.34% | Reduce -22.4% | 1,769,636 | $45.3M |
| Equitable Holdings, Inc. | 0.29% | Reduce -21.9% | 1,722,770 | $44.4M |
| NewEdge Advisors, LLC | 0.16% | Reduce -9.7% | 1,697,190 | $43.5M |
| Cornerstone Advisors Asset Management, LLC | 6.65% | Add +6.3% | 1,680,916 | $43.1M |
| Cetera Investment Advisers | 0.04% | Add +11.9% | 1,619,045 | $41.5M |
| Great Valley Advisor Group, Inc. | 0.70% | Add +6.2% | 1,501,875 | $38.5M |
| Wealth Management Nebraska | 3.69% | Add +0.1% | 1,420,137 | $36.4M |
| Sanctuary Advisors, LLC | 0.19% | Add +4.0% | 1,406,760 | $36.0M |
| Choreo, LLC | 0.44% | Add +186.1% | 1,402,017 | $35.9M |
| Assetmark, Inc. | 0.07% | Add +33.1% | 1,392,759 | $35.7M |
| Stadion Money Management, LLC | 3.52% | Add +0.7% | 1,365,116 | $35.0M |
| Arrien Investments, Inc. | 18.93% | Add +2.0% | 1,362,580 | $34.9M |
| Trinity Wealth Management, LLC | 12.76% | Add +7.2% | 1,356,451 | $34.8M |
| Arete Wealth Advisors, LLC | 2.59% | Add +14.4% | 1,347,198 | $34.5M |
| Lodestar Private Asset Management LLC | 3.34% | Add +5.3% | 1,321,303 | $33.9M |
| Creative Planning | 0.02% | Add +6.4% | 1,267,419 | $32.5M |
| Reston Wealth Management LLC | 9.92% | Add +28.8% | 1,263,512 | $32.4M |
| Truefg, LLC | 8.43% | Add +5.2% | 1,241,952 | $31.8M |
| Virtue Capital Management, LLC | 4.78% | Add +729.2% | 1,230,624 | $31.4M |
| Syon Capital LLC | 1.58% | Add +1.3% | 1,224,099 | $31.4M |
| Mariner, LLC | 0.04% | Add +2.8% | 1,205,315 | $30.9M |
| Waverly Advisors, LLC | 0.23% | Reduce -7.6% | 1,180,666 | $30.2M |
| Private Advisor Group, LLC | 0.14% | Add +14.3% | 1,174,310 | $30.1M |
| Royal Bank of Canada | 0.01% | Add +0.9% | 1,158,598 | $29.7M |
| My Portfolio Guide, LLC | 16.28% | — | 1,148,667 | $29.4M |
| Retiremitten Financial LLC | 14.15% | — | 1,141,710 | $29.3M |
| Cutler Investment Counsel LLC | 2.95% | Add +1.4% | 1,118,858 | $28.7M |
| Gateway Wealth Partners, LLC | 1.11% | Add +132.5% | 1,107,920 | $28.4M |
| Leading Edge Financial Planning LLC | 5.69% | Add +5.0% | 1,054,971 | $27.0M |
| Rockefeller Capital Management L.P. | 0.05% | Add +5.6% | 1,029,855 | $26.4M |
| Banco Santander, S.A. | 0.21% | Reduce -8.9% | 1,020,902 | $26.2M |
| Janney Montgomery Scott LLC | 0.06% | Add +4.3% | 1,010,540 | $25.9M |
| OneDigital Investment Advisors LLC | 0.25% | Reduce -18.1% | 1,001,134 | $25.6M |
| Jones Financial Companies LLLP | 0.01% | Add +11.3% | 984,232 | $25.0M |
| Waller Financial Planning Group, Inc. | 5.46% | Add +3.6% | 965,511 | $24.7M |
| Pinnacle Wealth Planning Services, Inc. | 2.54% | Add +1.1% | 958,023 | $24.5M |
| Elevation Point Wealth Partners, LLC | 0.58% | Add +21.6% | 956,842 | $24.5M |
| Clear Creek Financial Management, LLC | 1.87% | Reduce -3.6% | 950,229 | $24.3M |
| WealthPlan Investment Management, LLC | 1.35% | Add +3.3% | 948,018 | $24.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +12.1% | 941,653 | $24.1M |
| Advisory Alpha, LLC | 0.65% | Add +0.3% | 934,502 | $23.9M |
| Aspire Private Capital, LLC | 5.37% | Add +20.7% | 928,719 | $23.8M |
| Mueller Wealth, LLC | 17.40% | Add +11.8% | 851,393 | $21.8M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +3.0% | 850,160 | $21.8M |
| MML Investors Services, LLC | 0.06% | Add +0.7% | 782,779 | $20.1M |
| Money Concepts Capital Corp. | 1.08% | Add +0.6% | 760,696 | $19.5M |
| IHT Wealth Management, LLC | 0.45% | Reduce -2.0% | 748,829 | $19.2M |
| AQR Capital Management | 0.01% | Add +25.5% | 734,983 | $18.8M |
| Weitzel Financial Services, Inc. | 6.84% | Add +2.4% | 711,263 | $18.2M |
| Kagan Cocozza Asset Management | 12.62% | Reduce -5.7% | 700,150 | $17.9M |
| Advisor OS, LLC | 1.28% | Add +3978.8% | 688,382 | $17.6M |
| Capital Investment Management, Inc. | 5.92% | Add +11.7% | 672,497 | $17.2M |
| Wells Fargo & Company | 0.00% | Reduce -8.4% | 653,618 | $16.7M |
| Tennessee Valley Asset Management Partners | 2.19% | Add +56.7% | 645,763 | $16.5M |
| Nicolet Bankshares Inc. | 0.60% | New | 632,970 | $16.2M |
| Park Avenue Securities LLC | 0.12% | New | 609,551 | $15.6M |
| Bensler, LLC | 1.58% | Reduce -23.9% | 598,750 | $15.3M |
| Corient Private Wealth LP | 0.02% | Reduce -20.7% | 586,765 | $15.0M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +0.9% | 575,698 | $14.7M |
| SigFig Wealth Management, LLC | 0.43% | Add +6.8% | 570,377 | $14.6M |
| Stifel Financial Corp. | 0.01% | Reduce -0.8% | 568,097 | $14.6M |
| UBS Group AG | 0.00% | Add +39.0% | 530,983 | $13.6M |
| Simplicity Wealth,LLC | 0.77% | Add +29.0% | 530,938 | $13.6M |
| Columbia River Financial Group, LLC | 7.87% | Add +5.1% | 528,857 | $13.5M |
| Financial Planning Fort Collins, LLC | 10.45% | Add +15.2% | 520,947 | $13.4M |
| Cyr Financial Inc. | 7.70% | Add +8.3% | 510,395 | $13.1M |
| Advisory Resource Group | 2.24% | Add +7.0% | 507,679 | $13.0M |
| Rochester Wealth Strategies, LLC | 7.87% | Add +11.2% | 506,496 | $13.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +225.2% | 479,933 | $12.3M |
| Golden State Wealth Management, LLC | 1.29% | Reduce -8.5% | 461,904 | $11.8M |
| Cornerstone Wealth Management, LLC | 0.58% | Add +18.2% | 453,166 | $11.6M |
| Capital Analysts, LLC | 0.30% | Add +31.3% | 449,945 | $11.5M |
| Copley Financial Group, Inc. | 6.63% | Reduce -7.9% | 428,720 | $11.0M |
| Stewardship Advisors, LLC | 2.51% | Reduce -2.7% | 427,041 | $10.9M |
| Tsfg, LLC | 1.63% | Add +1.4% | 419,586 | $10.8M |
| HighTower Advisors, LLC | 0.01% | Add +15.5% | 414,682 | $10.6M |
| Rockbridge Investment Management, LCC | 0.95% | Reduce -2.4% | 412,555 | $10.6M |
| Towercrest Capital Management | 1.56% | Add +2.8% | 391,329 | $10.0M |
| Neuberger Berman Group LLC | 0.01% | Add +2881.9% | 387,654 | $9.9M |
| Private Advisory Group LLC | 0.68% | New | 383,954 | $9.8M |
| Astoria Strategic Wealth, Inc. | 2.50% | Reduce -5.1% | 383,735 | $9.8M |
| Appleton Partners Inc. | 0.68% | Add +13.1% | 381,846 | $9.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.4% | 362,785 | $9.3M |
| ERn Financial, LLC | 1.73% | Add +1.6% | 358,395 | $9.2M |
| Lanark Financial, Inc. | 0.68% | Add +16.0% | 351,520 | $9.0M |
| RFG Advisory, LLC | 0.17% | Reduce -27.4% | 350,698 | $9.0M |
| Alliance Wealth Management Group | 1.94% | Add +3.4% | 346,051 | $8.9M |
| Jane Street Group, LLC | 0.01% | New | 342,008 | $8.8M |
| Balefire, LLC | 1.63% | Add +6.2% | 337,451 | $8.6M |
| Tenzing Financial LLC | 6.45% | Add +1.8% | 334,846 | $8.6M |
| Facet Wealth, Inc. | 0.15% | Add +11.4% | 334,601 | $8.6M |
| Zhang Financial LLC | 0.30% | Add +32.4% | 333,168 | $8.5M |
| Values Added Financial LLC | 3.57% | Add +11.7% | 331,546 | $8.5M |
| Signature Estate & Investment Advisors LLC | 0.17% | Reduce -0.6% | 325,221 | $8.3M |
| United Capital Financial Advisors, LLC | 0.05% | Add +15.5% | 318,292 | $8.1M |
| Captrust Financial Advisors | 0.01% | Reduce -9.3% | 317,110 | $8.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.26% | Reduce -19.6% | 314,145 | $8.0M |
| Northeast Financial Group, Inc. | 2.12% | Reduce -5.0% | 310,565 | $8.0M |
| World Investment Advisors | 0.13% | Add +10.3% | 308,498 | $7.9M |
| OneAscent Financial Services LLC | 0.42% | New | 305,416 | $7.8M |
| Perigon Wealth Management, LLC | 0.14% | Reduce -2.1% | 302,774 | $7.8M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +74.6% | 301,516 | $7.7M |
| IAG Wealth Partners, LLC | 0.86% | Add +2.4% | 301,042 | $7.7M |
| Pure Financial Advisors, LLC | 0.11% | Add +2.9% | 299,293 | $7.7M |
| Crestwood Advisors Group, LLC | 0.13% | Reduce -3.2% | 298,800 | $7.7M |
| Jacobi Capital Management LLC | 0.42% | Add +5.6% | 293,960 | $7.5M |
| Savant Capital, LLC | 0.04% | Add +0.4% | 290,695 | $7.4M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +3.2% | 289,623 | $7.4M |
| Vicus Capital | 0.54% | Add +19.3% | 286,653 | $7.3M |
| US Bancorp \de | 0.01% | Reduce -9.0% | 284,840 | $7.3M |
| Geneos Wealth Management Inc. | 0.17% | Add +26.6% | 283,521 | $7.3M |
| Integrated Advisors Network LLC | 0.36% | Reduce -0.7% | 271,425 | $7.0M |
| PAX Financial Group, LLC | 1.18% | Add +7.3% | 269,807 | $6.9M |
| Destiny Capital Corp | 3.66% | Reduce -7.5% | 267,827 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | New | 261,360 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Add +7.7% | 260,177 | $6.7M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +57.2% | 255,915 | $6.6M |
| KWB Wealth | 0.64% | Reduce -1.9% | 250,734 | $6.5M |
| Amtrust Financial Services, Inc. | 2.15% | No change | 250,600 | $6.4M |
| Melone Private Wealth, LLC | 2.59% | Reduce -1.4% | 247,330 | $6.3M |
| Bank of New York Mellon Corp | 0.00% | Add +52.5% | 241,893 | $6.2M |
| Lunt Capital Management, Inc. | 2.33% | Add +7.5% | 237,080 | $6.1M |
| Independent Financial Group, LLC | 0.14% | Add +4.9% | 236,874 | $6.1M |
| Spectrum Advisors, Inc. | 4.67% | — | 231,002 | $5.9M |
| Truist Financial Corp. | 0.01% | Reduce -1.1% | 229,777 | $5.9M |
| FSB Premier Wealth Management, Inc. | 1.82% | Add +6.3% | 226,728 | $5.8M |
| Certified Advisory Corp | 0.52% | Add +0.8% | 225,255 | $5.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +12.2% | 217,119 | $5.6M |
| HBW Advisory Services LLC | 0.59% | Add +1.2% | 216,766 | $5.6M |
| Rinkey Investments | 1.40% | Add +0.0% | 213,563 | $5.5M |
| AE Wealth Management LLC | 0.03% | Add +9.4% | 209,275 | $5.4M |
| Lifeworks Advisors, LLC | 0.67% | Reduce -0.4% | 204,872 | $5.2M |
| Belpointe Asset Management LLC | 0.19% | Add +36.8% | 200,087 | $5.1M |
| Parallel Advisors, LLC | 0.09% | Reduce -4.7% | 197,159 | $5.1M |
| Barden Capital Management, Inc. | 4.29% | Add +4.5% | 195,876 | $5.0M |
| Alexander Labrunerie & Co., Inc. | 1.89% | Reduce -3.5% | 195,750 | $5.0M |
| Total Clarity Wealth Management, Inc. | 1.17% | Reduce -1.7% | 195,159 | $5.0M |
| IFP Advisors, Inc | 0.10% | Add +43.6% | 194,844 | $5.0M |
| Vertex Planning Partners, LLC | 0.97% | New | 194,162 | $5.0M |
| CWC Advisors, LLC. | 2.31% | New | 189,057 | $4.8M |
| Eldridge Investment Advisors, Inc. | 1.03% | Reduce -29.0% | 183,367 | $4.7M |
| Avior Wealth Management, LLC | 0.13% | Add +0.1% | 178,501 | $4.6M |
| Global Endowment Management, LP | 0.49% | Add +14.6% | 170,255 | $4.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2304.8% | 169,277 | $4.3M |
| Allworth Financial LP | 0.02% | Reduce -3.1% | 167,675 | $4.3M |
| Creative Financial Designs Inc. | 0.26% | Add +2.2% | 165,708 | $4.2M |
| Arkadios Wealth Advisors | 0.07% | New | 162,128 | $4.2M |
| Bull Oak Capital, LLC | 1.59% | Add +15.3% | 161,300 | $4.1M |
| Larson Financial Group LLC | 0.13% | Reduce -29.8% | 160,701 | $4.1M |
| Auour Investments LLC | 1.24% | Add +2.5% | 153,769 | $3.9M |
| Capital Financial Group Inc\co\ | 2.13% | Add +17.4% | 151,566 | $3.9M |
| CVFG LLC | 0.48% | Add +6.6% | 150,275 | $3.9M |
| McNamara Financial Services, Inc. | 0.71% | Add +7.0% | 146,514 | $3.8M |
| NYL Investors LLC | 1.38% | Add +3.7% | 142,979 | $3.7M |
| Rainier Family Wealth Inc. | 2.45% | Add +25.9% | 142,683 | $3.7M |
| JT Stratford LLC | 0.46% | Add +2.3% | 139,045 | $3.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.20% | Reduce -30.6% | 136,109 | $3.5M |
| Raleigh Capital Management Inc. | 1.20% | Add +93.4% | 135,214 | $3.5M |
| WealthTrak Capital Management LLC | 2.42% | Add +10.2% | 132,178 | $3.4M |
| Cahill Financial Advisors Inc. | 0.36% | Add +4.4% | 128,547 | $3.3M |
| Precedent Wealth Partners, LLC | 0.65% | Add +9.7% | 126,247 | $3.2M |
| Sowell Financial Services LLC | 0.12% | Add +15.2% | 123,564 | $3.2M |
| Atria Investments, Inc | 0.04% | Add +31.3% | 122,272 | $3.1M |
| Aspetuck Financial Management LLC | 2.09% | No change | 118,995 | $3.0M |
| PCB Capital LLC | 4.76% | Add +11.0% | 117,806 | $3.0M |
| CGN Advisors LLC | 0.24% | Add +2.4% | 117,685 | $3.0M |
| Sentinel Pension Advisors, LLC | 0.43% | Reduce -0.1% | 114,406 | $2.9M |
| HighPoint Advisor Group LLC | 0.12% | Add +14.9% | 113,962 | $2.9M |
| Independent Wealth Network Inc. | 0.86% | Reduce -40.4% | 112,929 | $2.9M |
| Retirement Planning Group, LLC | 0.09% | New | 109,681 | $2.8M |
| Destination Wealth Management | 0.07% | Reduce -13.1% | 105,494 | $2.7M |
| Partners in Financial Planning | 0.45% | Add +2.8% | 105,235 | $2.7M |
| Empower Advisory Group, LLC | 0.01% | Add +4.7% | 103,797 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +10.5% | 103,219 | $2.6M |
| Aquire Wealth Advisors, LLC | 0.69% | Reduce -5.6% | 102,618 | $2.6M |
| JBR Co Financial Management Inc | 1.09% | No change | 100,915 | $2.6M |
| Orin Green Financial, LLC | 1.05% | Reduce -0.4% | 100,214 | $2.6M |
| Harbour Investments, Inc. | 0.04% | Add +41.5% | 98,499 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -24.7% | 96,772 | $2.5M |
| Breakwater Investment Management | 0.92% | Add +45.0% | 96,049 | $2.5M |
| Legacy Solutions, LLC | 2.26% | Add +5.8% | 95,021 | $2.4M |
| Tempus Wealth Planning, LLC | 0.55% | Add +2.9% | 92,559 | $2.4M |
| Busey Bank | 0.06% | Reduce -21.4% | 92,170 | $2.4M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -32.7% | 91,171 | $2.3M |
| Smartleaf Asset Management LLC | 0.08% | Add +2.0% | 90,401 | $2.3M |
| Wellington-Altus USA Inc. | 1.34% | Add +13.6% | 89,084 | $2.3M |
| Compass Financial Group, Inc. | 1.02% | Reduce -0.6% | 88,124 | $2.3M |
| Core Wealth Partners LLC | 1.03% | Reduce -11.1% | 86,836 | $2.2M |
| Steele Capital Management, Inc. | 0.09% | Reduce 0.0% | 84,460 | $2.2M |
| Private Wealth Group, LLC | 0.99% | Add +3.9% | 83,038 | $2.1M |
| International Private Wealth Advisors LLC | 1.29% | Add +18.9% | 82,443 | $2.1M |
| Mill Capital Management, LLC | 0.16% | Add +37.5% | 81,113 | $2.1M |
| Winch Advisory Services, LLC | 0.47% | Add +2.7% | 80,717 | $2.1M |
| Fermata Advisors, LLC | 0.46% | Reduce -0.4% | 80,071 | $2.1M |
| Scissortail Wealth Management, LLC | 0.41% | Add +56.2% | 79,771 | $2.0M |
| Security Financial Services, INC. | 0.32% | Reduce -41.8% | 77,745 | $2.0M |
| Signal Advisors Wealth, LLC | 0.14% | Add +511.2% | 77,371 | $2.0M |
| Strategic Wealth Partners, Ltd. | 0.13% | Add +8.8% | 75,422 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +0.3% | 74,594 | $1.9M |
| Gambit Capital Management, LLC | 1.32% | Add +7.2% | 71,670 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +15.0% | 70,590 | $1.8M |
| E&G Advisors, LLC | 0.40% | Reduce -0.3% | 70,259 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.60% | Add +2.4% | 70,162 | $1.8M |
| Resolute Wealth Advisor, Inc. | 1.02% | — | 69,823 | $1.8M |
| Integrated Wealth Concepts LLC | 0.01% | New | 69,490 | $1.8M |
| Wealth Alliance Advisory Group, LLC | 0.28% | Reduce -79.9% | 67,916 | $1.7M |
| Wealth Advisory Solutions, LLC | 0.39% | Add +7.0% | 67,726 | $1.7M |
| Koshinski Asset Management, Inc. | 0.11% | Add +5.6% | 66,384 | $1.7M |
| Millennium Management | 0.00% | New | 65,310 | $1.7M |
| TMB Capital Partners, LLC | 0.56% | Add +4.1% | 64,810 | $1.7M |
| Shelton Capital Management | 0.04% | New | 63,775 | $1.6M |
| HF Advisory Group, LLC | 0.56% | Add +9.6% | 63,762 | $1.6M |
| Prospect Financial Group LLC | 1.49% | Reduce -0.4% | 63,030 | $1.6M |
| TrueWealth Advisors, LLC | 0.41% | Reduce -10.2% | 62,898 | $1.6M |
| United Advisor Group, LLC | 0.20% | Add +19.5% | 62,851 | $1.6M |
| Carnegie Investment Counsel | 0.03% | Add +4.1% | 61,109 | $1.6M |
| Laraway Financial Advisors Inc | 1.09% | Reduce -0.0% | 60,718 | $1.6M |
| Ballast Rock Private Wealth LLC | 0.85% | Add +5.0% | 59,896 | $1.5M |
| Sanchez Levi Garrett | 0.94% | — | 58,813 | $1.5M |
| Citigroup Inc. | 0.00% | Reduce -6.9% | 57,664 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.4% | 57,154 | $1.5M |
| Global Strategic Investment Solutions, LLC | 0.14% | Add +2.6% | 55,964 | $1.4M |
| Flagship Private Wealth, LLC | 0.58% | Reduce -2.5% | 55,672 | $1.4M |
| Wealthspire Retirement, LLC | 0.09% | Add +0.6% | 55,538 | $1.4M |
| First Financial Bank - Trust Division | 0.11% | Add +1.3% | 54,345 | $1.4M |
| Destiny Wealth Partners, LLC | 0.15% | Reduce -2.3% | 54,239 | $1.4M |
| Balance Wealth Partners LLC | 0.43% | Reduce -2.0% | 53,923 | $1.4M |
| Astoria Portfolio Advisors LLC. | 0.29% | Reduce -2.1% | 53,430 | $1.4M |
| Fifth Third Bancorp | 0.00% | New | 53,130 | $1.4M |
| Kelman-Lazarov, Inc. | 0.19% | Add +8.6% | 51,441 | $1.3M |
| Advisor Resource Council | 0.52% | Add +14.4% | 51,429 | $1.3M |
| Financial & Tax Architects, LLC | 0.29% | Add +2.0% | 50,402 | $1.3M |
| Landmark Wealth Management, Inc. | 0.49% | Add +138.9% | 50,255 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Reduce -5.9% | 50,086 | $1.3M |
| Red Crane Wealth Management, LLC | 1.05% | Reduce -1.5% | 49,962 | $1.3M |
| Comprehensive Money Management Services LLC | 0.84% | No change | 49,871 | $1.3M |
| Brown Financial Advisors | 0.48% | Reduce -37.5% | 49,607 | $1.3M |
| G&S Capital LLC | 0.44% | Reduce -26.0% | 48,820 | $1.3M |
| Arsenal Capital Advisors LLC | 0.91% | Add +4.0% | 48,677 | $1.2M |
| Altus Wealth Group LLC | 0.50% | Add +4.9% | 47,800 | $1.2M |
| Carroll Advisory Group, LLC | 0.46% | Reduce -9.3% | 46,216 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -46.5% | 45,898 | $1.2M |
| Axxcess Wealth Management, LLC | 0.04% | Add +37.3% | 45,504 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.14% | Add +5.2% | 42,558 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.28% | Reduce -2.3% | 41,958 | $1.1M |
| Pinnacle Family Advisors, LLC | 0.50% | Add +0.5% | 41,820 | $1.1M |
| LexAurum Advisors, LLC | 0.14% | — | 41,606 | $1.1M |
| TKG Advisors, LLC | 0.44% | Reduce -30.5% | 41,527 | $1.1M |
| Tandem Financial, LLC | 0.36% | New | 41,291 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -34.1% | 40,884 | $1.0M |
| Private Trust Co. NA | 0.09% | Reduce -17.1% | 40,548 | $1.0M |
| Vise Technologies, Inc. | 0.02% | No change | 40,149 | $1.0M |
| Fortis Capital Advisors, LLC | 0.13% | New | 39,660 | $1.0M |
| Ascentis Independent Advisors | 0.08% | New | 39,124 | $1.0M |
| Wrenne Financial Planning LLC | 0.39% | Add +6.6% | 38,669 | $991K |
| Principal Securities, Inc. | 0.01% | Reduce -34.0% | 38,482 | $986K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -5.0% | 37,419 | $956K |
| PKS Advisory Services, LLC | 0.22% | Add +4.0% | 37,150 | $952K |
| Wealth Watch Advisors, INC | 0.40% | Reduce -88.3% | 37,093 | $950K |
| Keystone Wealth Services, LLC | 0.19% | New | 35,359 | $906K |
| Mutual Advisors, LLC | 0.02% | Add +2.4% | 34,981 | $896K |
| Merit Financial Group, LLC | 0.01% | Reduce -44.9% | 34,295 | $879K |
| MSH Capital Advisors LLC | 0.19% | Add +0.7% | 34,215 | $877K |
| Hibernia Wealth Partners, LLC | 0.25% | Reduce -45.3% | 32,953 | $844K |
| CFS Investment Advisory Services, LLC | 0.06% | Add +7.0% | 32,775 | $844K |
| Shelter Mutual Insurance Co | 0.19% | No change | 32,900 | $844K |
| Narus Financial Partners, LLC | 0.22% | Add +4.6% | 32,826 | $841K |
| Sax Wealth Advisors, LLC | 0.04% | No change | 32,430 | $835K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -0.2% | 32,263 | $827K |
| FWG Investments, LLC. | 0.52% | Reduce -11.9% | 31,972 | $819K |
| Opulen Financial Group LLC | 0.56% | Reduce -1.7% | 31,311 | $802K |
| Magnolia Capital Advisors LLC | 0.16% | Reduce -76.0% | 30,796 | $789K |
| Financial Plan, Inc. | 0.08% | Reduce -3.4% | 30,436 | $780K |
| Hopwood Nicholas Hunter | 0.25% | Add +9.6% | 30,103 | $771K |
| Texas Yale Capital Corp. | 0.02% | Add +4.2% | 30,100 | $771K |
| Dow Chemical Co. | 0.32% | Reduce -9.6% | 30,006 | $769K |
| Argent Trust Co | 0.03% | Add +0.1% | 29,931 | $767K |
| Impact Partnership Wealth, LLC | 0.09% | Add +10.5% | 29,741 | $762K |
| Tilson Financial Group, Inc. | 0.23% | Add +0.3% | 29,665 | $760K |
| Lynx Investment Advisory | 0.36% | Add +15.8% | 29,556 | $757K |
| National Bank of Canada | 0.00% | Add +89.6% | 29,380 | $752K |
| Riverbend Wealth Management, LLC | 0.46% | Add +6.5% | 29,060 | $745K |
| Sharper & Granite LLC | 0.25% | Add +2.3% | 28,560 | $732K |
| Magnolia Private Wealth, LLC | 0.48% | Reduce -11.7% | 28,300 | $725K |
| Mattson Financial Services, LLC | 0.17% | Add +7.9% | 27,763 | $711K |
| Falcon Wealth Planning | 0.05% | Reduce -12.2% | 27,264 | $699K |
| Richardson Financial Services Inc. | 0.43% | Add +56.6% | 26,928 | $690K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -0.1% | 26,882 | $689K |
| Tandem Investment Partners LLC | 0.58% | Add +7.9% | 26,848 | $688K |
| Paladin Wealth, LLC | 0.47% | Reduce -3.1% | 26,739 | $685K |
| Lockerman Financial Group, Inc. | 1.22% | Add +97.0% | 26,553 | $680K |
| McAdam, LLC | 0.03% | Reduce -3.1% | 26,195 | $671K |
| Farrell Financial LLC | 0.39% | Add +0.2% | 25,422 | $651K |
| Forza Wealth Management, LLC | 0.22% | No change | 25,150 | $644K |
| Betterment LLC | 0.00% | Add +16.3% | 24,807 | $636K |
| Wealthgarden F.S. LLC | 0.43% | Reduce -1.1% | 24,800 | $635K |
| Retirement Income Solutions, Inc. | 0.11% | Add +2.0% | 24,467 | $627K |
| Redwood Investment Management, LLC | 0.08% | Add +33.1% | 24,398 | $625K |
| Inspire Advisors, LLC | 0.05% | New | 23,650 | $606K |
| Payne Capital LLC | 0.55% | Reduce 0.0% | 23,556 | $604K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -15.0% | 23,440 | $601K |
| Snider Financial Group | 0.18% | Add +1.3% | 23,382 | $599K |
| Westco Advisory Services Inc. | 0.37% | Reduce -1.2% | 22,205 | $569K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.43% | Reduce -8.3% | 22,171 | $568K |
| HUB Investment Partners, LLC | 0.01% | New | 22,014 | $564K |
| Visionary Horizons, LLC | 0.28% | Reduce -44.7% | 21,933 | $562K |
| Quantinno Capital Management LP | 0.00% | New | 21,750 | $557K |
| Navigation Group, LLC | 0.13% | — | 21,437 | $549K |
| Novus Advisors, LLC | 1.22% | Add +45.1% | 21,291 | $545K |
| Shum Financial Group, Inc. | 0.38% | Add +1.5% | 21,205 | $543K |
| Barnes Wealth Management Group, Inc | 0.27% | Reduce -23.8% | 21,096 | $540K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +1.2% | 21,043 | $539K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +21.5% | 21,009 | $538K |
| Ascent Group, LLC | 0.02% | Add +69.5% | 20,617 | $528K |
| GEM Asset Management, LLC | 0.23% | Add +1.2% | 20,583 | $527K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -0.1% | 20,401 | $523K |
| FreeGulliver LLC | 0.22% | Reduce -0.5% | 20,026 | $513K |
| Millington Financial Advisors, LLC | 0.21% | Add +1.6% | 19,887 | $510K |
| Baron Silver Stevens Financial Advisors, LLC | 0.07% | New | 19,056 | $488K |
| Western Wealth Management, LLC | 0.02% | Add +25.4% | 18,639 | $478K |
| Capital CS Group, LLC | 0.95% | Add +1.7% | 17,988 | $461K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -22.4% | 17,865 | $458K |
| Mercer Global Advisors Inc. | 0.00% | Add +78.9% | 17,856 | $457K |
| Investments & Financial Planning, LLC | 0.25% | Reduce -1.8% | 17,801 | $456K |
| Sharkey, Howes & Javer | 0.06% | Reduce -40.3% | 17,669 | $453K |
| Colton Groome Financial Advisors, LLC | 0.13% | Reduce -38.9% | 17,615 | $451K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +23.4% | 17,579 | $450K |
| Plan A Wealth LLC | 0.21% | Reduce -2.1% | 17,391 | $446K |
| Fell Capital Management | 0.43% | Add +8.3% | 17,384 | $445K |
| XTX Topco Ltd | 0.01% | New | 16,953 | $434K |
| Twin Focus Capital Partners, LLC | 0.05% | No change | 16,767 | $430K |
| Focus Partners Wealth | 0.00% | New | 16,764 | $430K |
| Eclectic Associates Inc. | 0.06% | Add +80.7% | 16,343 | $419K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -26.0% | 16,098 | $412K |
| Bleakley Financial Group, LLC | 0.01% | New | 15,958 | $409K |
| Brown Financial Advisory | 0.20% | No change | 15,755 | $404K |
| Americana Partners, LLC | 0.01% | Reduce -98.6% | 15,535 | $398K |
| AMJ Financial Wealth Management | 0.09% | Add +3.2% | 15,389 | $394K |
| WealthPoint Financial, LLC | 0.33% | New | 15,355 | $393K |
| OpenArc Corporate Advisory, LLC | 0.01% | New | 15,174 | $389K |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.5% | 15,200 | $388K |
| CoreCap Advisors, LLC | 0.01% | Reduce -4.6% | 15,133 | $388K |
| PFG Private Wealth Management, LLC | 0.16% | Reduce -16.4% | 14,918 | $382K |
| CreativeOne Wealth, LLC | 0.01% | Add +89.9% | 14,916 | $382K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.2% | 14,845 | $380K |
| Concord Wealth Partners | 0.05% | Add +12.4% | 14,713 | $377K |
| Integrity Alliance, Llc. | 0.01% | No change | 14,615 | $374K |
| Richmond Investment Services, LLC | 0.06% | Add +29.7% | 14,607 | $374K |
| Concord Asset Management, LLC | 0.06% | Add +11.2% | 14,504 | $372K |
| Medallion Wealth Advisors, LLC | 0.12% | Reduce -30.4% | 14,329 | $367K |
| &partners | 0.00% | Reduce -9.0% | 14,253 | $365K |
| Capital Planning Advisors, LLC | 0.05% | No change | 14,232 | $365K |
| Optivise Advisory Services LLC | 0.22% | Reduce -2.9% | 14,077 | $361K |
| Accretive Wealth Partners, LLC | 0.10% | New | 13,943 | $357K |
| Kure Advisory, LLC | 0.19% | Reduce -0.2% | 13,657 | $350K |
| Asset One Wealth Management LLC | 0.04% | Reduce -7.3% | 13,326 | $342K |
| Balboa Wealth Partners | 0.06% | Add +48.2% | 13,265 | $340K |
| Orographic Financial Advisors, LLC | 0.24% | — | 13,252 | $339K |
| Financial Advisory Partners, LLC | 0.10% | Add +52.1% | 13,219 | $339K |
| Balentine LLC | 0.01% | Add +2.4% | 13,215 | $339K |
| Tribridge Partners Financial LLC | 0.14% | Reduce -1.9% | 13,146 | $337K |
| Quest 10 Wealth Builders, Inc. | 0.29% | Add +13.6% | 13,086 | $335K |
| 1832 Asset Management L.P. | 0.00% | Add +17.5% | 12,961 | $332K |
| Professional Financial Advisors, LLC | 0.07% | Add +58.0% | 12,886 | $330K |
| Empirical Asset Management, LLC | 0.09% | Add +10.1% | 12,796 | $328K |
| Valtinson Bruner Financial Planning LLC | 0.09% | Add +8.3% | 12,738 | $326K |
| Fortune Financial Advisors, LLC | 0.16% | New | 12,627 | $323K |
| Investment Planning Advisors, Inc. | 0.09% | Reduce -3.6% | 12,462 | $319K |
| Insight Advisors, LLC/ PA | 0.06% | Reduce -0.3% | 12,422 | $318K |
| True Vision MN LLC | 0.16% | New | 12,337 | $316K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -12.4% | 12,232 | $313K |
| 55 North Private Wealth, LLC | 0.08% | New | 11,910 | $305K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 11,887 | $305K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 11,677 | $299K |
| Buck Wealth Strategies, LLC | 0.04% | Add +3.5% | 11,513 | $295K |
| D.A. Davidson & Co. | 0.00% | Reduce -7.4% | 11,302 | $290K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -10.7% | 11,155 | $286K |
| Roman Butler Fullerton & Co. | 0.08% | Add +1.0% | 11,036 | $283K |
| Collaborative Wealth Managment Inc. | 0.13% | Reduce -1.0% | 10,922 | $280K |
| ACT Advisors, LLC. | 0.12% | Reduce -96.8% | 10,757 | $276K |
| AssuredPartners Investment Advisors, LLC | 0.03% | New | 10,704 | $273K |
| FMR LLC | 0.00% | Add +33.9% | 10,659 | $273K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -9.3% | 10,627 | $272K |
| Arax Advisory Partners | 0.01% | Add +0.1% | 10,519 | $270K |
| Midwest Financial Network, LLC | 0.21% | Reduce -43.6% | 10,519 | $269K |
| Savvy Advisors, Inc. | 0.01% | Reduce -0.7% | 10,243 | $262K |
| Sovran Advisors, LLC | 0.02% | Reduce -34.6% | 10,224 | $261K |
| Brookwood Investment Group LLC | 0.03% | Add +4.9% | 10,196 | $261K |
| Tolleson Wealth Management, Inc. | 0.04% | No change | 10,180 | $261K |
| Tidemark, LLC | 0.07% | Add +2.6% | 10,180 | $261K |
| Heartwood Wealth Advisors LLC | 0.02% | No change | 10,051 | $258K |
| Palatine Hill Wealth Management, LLC | 0.22% | Add +3.4% | 9,944 | $255K |
| WealthCare Investment Partners, LLC | 0.07% | Add +4.2% | 9,960 | $255K |
| DAVENPORT & Co LLC | 0.00% | Reduce -17.4% | 9,858 | $253K |
| Diversify Wealth Management, LLC | 0.00% | New | 9,878 | $252K |
| Thrivent Financial for Lutherans | 0.00% | Add +13.1% | 9,845 | $252K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | Reduce -14.8% | 9,613 | $246K |
| Peak Financial Advisors LLC | 0.11% | Reduce -43.5% | 9,443 | $242K |
| Elevation Advisory Partners LLC | 0.23% | — | 9,338 | $241K |
| Client 1ST Advisory Group, LLC | 0.07% | Reduce -11.2% | 9,326 | $239K |
| RKL Wealth Management LLC | 0.02% | Add +0.6% | 9,229 | $236K |
| Maia Wealth LLC | 0.04% | Reduce -1.6% | 9,225 | $236K |
| SageGuard Financial Group, LLC | 0.04% | Reduce -3.0% | 9,172 | $235K |
| Cooper Financial Group | 0.02% | New | 9,118 | $234K |
| Symmetry Partners, LLC | 0.01% | Add +17.2% | 9,111 | $233K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | Reduce -46.1% | 8,965 | $230K |
| Optimist Retirement Group LLC | 0.10% | Add +0.6% | 8,941 | $229K |
| OLIO Financial Planning | 0.06% | No change | 8,777 | $225K |
| Sigma Planning Corp | 0.01% | New | 8,648 | $222K |
| North Dallas Bank & Trust Co. | 0.15% | No change | 8,600 | $220K |
| Asset Dedication, LLC | 0.02% | No change | 8,577 | $220K |
| VestGen Advisors, LLC | 0.01% | New | 8,636 | $220K |
| SCS Capital Management LLC | 0.00% | New | 8,519 | $218K |
| Ehrlich Financial Group | 0.13% | No change | 8,500 | $218K |
| Integrity Wealth Partners, LLC | 0.19% | — | 8,358 | $214K |
| Realta Investment Advisors | 0.07% | Reduce -3.3% | 8,332 | $213K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -25.2% | 8,324 | $213K |
| Zacks Investment Management | 0.00% | Reduce -85.0% | 8,255 | $211K |
| Capital Developers, LLC | 0.19% | No change | 8,180 | $210K |
| Composition Wealth, LLC | 0.00% | No change | 8,143 | $209K |
| Regions Financial Corp. | 0.00% | New | 8,000 | $205K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -1.2% | 7,991 | $205K |
| Blair William & Co. | 0.00% | Reduce -23.1% | 7,808 | $200K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 7,807 | $200K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.1% | 7,642 | $196K |
| Paladin Advisory Group, LLC | 0.14% | Reduce -25.9% | 7,080 | $181K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.1% | 7,015 | $180K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.5% | 6,948 | $178K |
| Ancora Advisors LLC | 0.00% | Add +0.6% | 6,745 | $173K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,089 | $156K |
| Qube Research & Technologies Ltd | 0.00% | New | 5,200 | $133K |
| Bullock Wealth Management Group | 0.06% | Add +0.6% | 4,700 | $120K |
| Tucker Asset Management LLC | 0.03% | Reduce -10.4% | 4,038 | $103K |
| Key Financial Inc | 0.02% | No change | 3,894 | $100K |
| Fourth Dimension Wealth, LLC | 0.04% | Add +50.8% | 3,878 | $99K |
| WealthCollab, LLC | 0.04% | No change | 3,690 | $95K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -12.6% | 3,638 | $93K |
| Bank of Montreal | 0.00% | No change | 3,262 | $84K |
| TD Private Client Wealth LLC | 0.00% | Add +971.5% | 3,236 | $83K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 3,200 | $82K |
| Wolff Wiese Magana LLC | 0.04% | Add +0.8% | 3,063 | $78K |
| Sunrise Financial Services, LLC | 0.05% | New | 2,941 | $75K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,807 | $72K |
| Darwin Wealth Management, LLC | 0.02% | Add +0.3% | 2,693 | $69K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -10.2% | 2,677 | $69K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.7% | 2,632 | $67K |
| SHP Wealth Management | 0.01% | Reduce -3.9% | 2,624 | $67K |
| Root Financial Partners, LLC | 0.00% | Reduce -29.6% | 2,576 | $66K |
| Vanguard Advisers Inc. | 0.00% | — | 2,345 | $60K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -0.1% | 2,144 | $55K |
| WFA of San Diego, LLC | 0.04% | No change | 2,069 | $53K |
| St Germain D J Co. Inc. | 0.00% | No change | 2,028 | $52K |
| Global Assets Advisory, LLC | 0.01% | New | 672 | $51K |
| Premier Financial Group | 0.01% | No change | 1,937 | $50K |
| Reyes Financial Architecture, Inc. | 0.04% | No change | 1,819 | $47K |
| Miller Capital Partners, Inc. | 0.02% | No change | 1,808 | $46K |
| Brown, Lisle/Cummings, Inc. | 0.01% | New | 1,795 | $46K |
| Rossby Financial, LCC | 0.01% | Add +37.5% | 1,778 | $45K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -5.0% | 1,399 | $36K |
| IMG Wealth Management, Inc. | 0.02% | No change | 1,359 | $35K |
| Collier Financial | 0.02% | Add +0.7% | 1,273 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +18.7% | 1,257 | $32K |
| Westside Investment Management, Inc. | 0.00% | Reduce -37.8% | 1,162 | $30K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 1,130 | $29K |
| Evermay Wealth Management LLC | 0.00% | New | 1,128 | $29K |
| Cheviot Value Management, LLC | 0.00% | No change | 1,100 | $28K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 1,070 | $27K |
| Kingdom Financial Group LLC. | 0.01% | Add +1.2% | 1,070 | $27K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,050 | $27K |
| Triumph Capital Management | 0.01% | Add +185.7% | 1,037 | $27K |
| Operose Advisors LLC | 0.01% | No change | 1,033 | $26K |
| Gould Capital, LLC | 0.02% | Reduce -30.6% | 1,000 | $26K |
| Franklin Resources Inc. | 0.00% | No change | 1,000 | $26K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 914 | $23K |
| KERR FINANCIAL PLANNING Corp | 0.02% | New | 896 | $23K |
| Bare Financial Services, Inc | 0.01% | Reduce -31.0% | 854 | $22K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 836 | $21K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 813 | $21K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 725 | $19K |
| Key Capital Management, INC | 0.01% | New | 703 | $18K |
| International Assets Investment Management, LLC | 0.00% | Reduce -62.3% | 689 | $18K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 656 | $17K |
| Aventus Investment Advisors, Inc. | 0.01% | Add +0.6% | 646 | $17K |
| Valley National Advisers Inc. | 0.00% | Add +0.6% | 629 | $16K |
| Mather Group, Llc. | 0.00% | New | 571 | $15K |
| Phillips Financial Management, LLC | 0.00% | Add +0.6% | 504 | $13K |
| Zions Bancorporation, National Association | 0.00% | New | 503 | $13K |
| Dogwood Wealth Management LLC | 0.00% | No change | 392 | $10K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 375 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -36.5% | 375 | $10K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 358 | $9K |
| Mascoma Wealth Management LLC | 0.00% | New | 339 | $9K |
| BlackRock, Inc. | 0.00% | Add +3.2% | 293 | $8K |
| North Star Investment Management Corp. | 0.00% | Add +0.7% | 286 | $7K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -66.3% | 257 | $7K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 232 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +16.2% | 215 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 157 | $4K |
| Archer Investment Corp | 0.00% | No change | 138 | $4K |
| Crewe Advisors LLC | 0.00% | No change | 125 | $3K |
| Hughes Financial Services, LLC | 0.00% | No change | 113 | $3K |
| Investors Research Corp | 0.00% | No change | 84 | $2K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -27.6% | 84 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 81 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 54 | $1K |
| GAMMA Investing LLC | 0.00% | No change | 47 | $1K |
| CX Institutional | 0.00% | No change | 25 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 38 | $974 |
| Copia Wealth Management | 0.00% | Reduce -14.3% | 30 | $769 |
| Bfsg, LLC | 0.00% | No change | 30 | $769 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 24 | $617 |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -98.8% | 23 | $589 |
| Networth Advisors, LLC | 0.00% | Add +40.0% | 21 | $538 |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 20 | $512 |
| Midwest Capital Advisors, LLC | 0.00% | Reduce -95.2% | 5 | $135 |
| Barclays PLC | 0.00% | No change | 1 | $26 |
"% 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.