SS SPDR P Agg Bond ETFSPABETF
13F holders, Q2 2026 (June 30)542holders −7
36new positions
37sold out
1famous investor
$25.08avg. 13F price*
At the end of Q2 2026, 542 institutions reported holding SS SPDR P Agg Bond ETF (SPAB) in their 13F filings, down 7 from Q1 2026. 36 opened new positions and 37 sold out. The largest holders were LPL Financial LLC ($646.4M), State Street Corp. ($370.7M) and Cerity Partners LLC ($367.6M). 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 2026)
- CUSIP
- 78464A649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $70.0M |
| Exits | 37 | $27.9M |
All 13F filers, Q1 2026 → Q2 2026: 22,662,122 shares bought and 16,587,821 shares sold, net +6,074,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 542 holders
| LPL Financial LLC | 0.15% | Add +2.5% | 25,330,337 | $646.4M |
| State Street Corp. | 0.01% | Reduce -7.9% | 14,524,976 | $370.7M |
| Cerity Partners LLC | 0.45% | Add +13.4% | 14,403,756 | $367.6M |
| Envestnet Asset Management Inc. | 0.06% | Add +0.7% | 9,857,952 | $251.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.28% | Add +4.9% | 9,787,519 | $249.8M |
| Exchange Traded Concepts, LLC | 1.23% | Add +35.9% | 9,727,132 | $248.2M |
| RiverFront Investment Group, LLC | 2.63% | Add +0.3% | 7,808,136 | $199.3M |
| Bank of America Corp. | 0.01% | Add +22.0% | 7,130,294 | $182.0M |
| Tidal Investments LLC | 0.35% | Reduce -6.0% | 5,605,943 | $142.6M |
| Horizon Investments, LLC | 1.44% | Add +35.7% | 9,729,670 | $131.6M |
| Osaic Holdings, Inc. | 0.14% | Add +4.8% | 4,558,553 | $116.3M |
| Tobias Financial Advisors, Inc. | 14.35% | Add +6.0% | 4,428,126 | $113.0M |
| Baker Avenue Asset Management, LP | 1.71% | Add +4.2% | 3,528,562 | $90.0M |
| Wealthcare Advisory Partners LLC | 1.55% | Add +6.3% | 3,206,173 | $81.8M |
| Raymond James Financial Inc. | 0.02% | Add +6.5% | 2,933,787 | $74.9M |
| Kingsview Wealth Management, LLC | 0.86% | Add +2.5% | 2,763,710 | $70.5M |
| Morgan Stanley | 0.00% | Add +5.5% | 2,688,668 | $68.6M |
| AlphaStar Capital Management, LLC | 4.32% | Add +50.4% | 2,660,661 | $67.9M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -1.4% | 2,636,743 | $66.7M |
| JPMorgan Chase & Co. | 0.00% | Add +5.1% | 2,585,412 | $66.3M |
| Cornerstone Advisors Asset Management, LLC | 8.46% | Add +50.8% | 2,534,062 | $64.7M |
| Great Lakes Retirement, Inc. | 5.49% | Add +2.8% | 2,424,802 | $61.9M |
| Stratos Investment Management, LLC | 2.19% | Add +4.4% | 2,369,899 | $60.5M |
| UNIVEST FINANCIAL Corp | 2.94% | Reduce -2.7% | 2,350,569 | $60.0M |
| Gradient Investments LLC | 0.82% | Reduce -36.8% | 2,336,644 | $59.6M |
| MAI Capital Management | 0.22% | Add +7.9% | 2,226,732 | $56.8M |
| Apella Capital, LLC | 0.80% | Add +23.1% | 2,223,605 | $56.3M |
| N.E.W. Advisory Services LLC | 3.76% | Add +4.5% | 2,205,265 | $56.3M |
| Financial Strategies Group, Inc. | 8.49% | Add +7.9% | 2,113,953 | $53.3M |
| Equitable Holdings, Inc. | 0.31% | Add +19.6% | 2,060,940 | $52.6M |
| Wealthspire Advisors, LLC | 0.29% | New | 2,058,853 | $52.5M |
| Banco Santander, S.A. | 0.28% | Add +73.7% | 1,773,218 | $45.3M |
| NewEdge Advisors, LLC | 0.13% | Reduce -1.7% | 1,667,791 | $42.6M |
| Cetera Investment Advisers | 0.04% | Add +1.6% | 1,644,992 | $42.0M |
| Great Valley Advisor Group, Inc. | 0.66% | Add +8.8% | 1,634,324 | $41.7M |
| Vestmark Advisory Solutions, Inc. | 0.39% | Reduce -12.6% | 1,626,601 | $41.5M |
| Sanctuary Advisors, LLC | 0.18% | Add +9.0% | 1,533,755 | $39.1M |
| Arrien Investments, Inc. | 18.42% | Add +5.0% | 1,431,245 | $36.5M |
| Wealth Management Nebraska | 3.23% | Add +0.0% | 1,420,593 | $36.3M |
| Lodestar Private Asset Management LLC | 3.11% | Add +6.7% | 1,410,335 | $36.0M |
| Stadion Money Management, LLC | 3.03% | Add +1.3% | 1,382,116 | $35.2M |
| Choreo, LLC | 0.39% | Reduce -1.9% | 1,375,441 | $35.1M |
| Arete Wealth Advisors, LLC | 2.27% | Add +0.0% | 1,347,217 | $34.4M |
| Reston Wealth Management LLC | 9.26% | Add +6.6% | 1,346,522 | $34.4M |
| Truefg, LLC | 7.76% | Add +4.8% | 1,301,815 | $33.2M |
| Trinity Wealth Management, LLC | 10.18% | Reduce -7.3% | 1,257,417 | $32.1M |
| Retiremitten Financial LLC | 13.48% | Add +9.7% | 1,252,023 | $32.0M |
| Creative Planning | 0.02% | Reduce -1.2% | 1,251,760 | $31.9M |
| Private Advisor Group, LLC | 0.15% | Add +6.5% | 1,250,683 | $31.9M |
| Waverly Advisors, LLC | 0.18% | Add +1.6% | 1,199,257 | $30.6M |
| Syon Capital LLC | 1.33% | Reduce -2.7% | 1,190,864 | $30.4M |
| Leading Edge Financial Planning LLC | 5.33% | Add +11.3% | 1,173,898 | $30.0M |
| Cutler Investment Counsel LLC | 2.79% | Add +3.8% | 1,160,764 | $29.6M |
| Royal Bank of Canada | 0.01% | Reduce -0.0% | 1,158,290 | $29.6M |
| Janney Montgomery Scott LLC | 0.05% | Add +5.5% | 1,065,592 | $27.2M |
| Rockefeller Capital Management L.P. | 0.04% | Add +3.1% | 1,062,315 | $27.1M |
| Clear Creek Financial Management, LLC | 1.74% | Add +11.5% | 1,059,916 | $27.0M |
| Jones Financial Companies LLLP | 0.01% | Add +6.9% | 1,051,869 | $26.9M |
| OneDigital Investment Advisors LLC | 0.23% | Add +4.3% | 1,044,516 | $26.7M |
| Pinnacle Wealth Planning Services, Inc. | 2.54% | Add +8.9% | 1,042,937 | $26.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +8.3% | 1,020,207 | $26.0M |
| Convergence Financial, LLC | 2.03% | Reduce -64.5% | 999,682 | $25.5M |
| WealthPlan Investment Management, LLC | 1.26% | Add +4.4% | 990,074 | $25.3M |
| Waller Financial Planning Group, Inc. | 5.05% | Reduce -0.5% | 960,721 | $24.5M |
| Advisory Alpha, LLC | 0.60% | Add +2.3% | 955,598 | $24.4M |
| Mueller Wealth, LLC | 16.37% | Add +10.7% | 942,299 | $24.0M |
| MML Investors Services, LLC | 0.04% | Add +8.9% | 852,558 | $21.8M |
| Virtue Capital Management, LLC | 2.90% | Reduce -30.8% | 852,250 | $21.7M |
| Assetmark, Inc. | 0.04% | Reduce -40.0% | 836,300 | $21.3M |
| Moneta Group Investment Advisors LLC | 0.16% | Reduce -2.5% | 828,897 | $21.2M |
| AQR Capital Management | 0.01% | Add +11.7% | 821,148 | $21.0M |
| Aspire Private Capital, LLC | 4.16% | Reduce -15.1% | 788,694 | $20.1M |
| IHT Wealth Management, LLC | 0.41% | Reduce -0.3% | 746,702 | $19.1M |
| Tsfg, LLC | 2.40% | Add +77.7% | 745,412 | $19.0M |
| Weitzel Financial Services, Inc. | 6.42% | Add +4.5% | 743,151 | $18.9M |
| Elevation Point Wealth Partners, LLC | 0.34% | Reduce -23.9% | 728,177 | $18.6M |
| Stewardship Advisors, LLC | 3.85% | Add +69.9% | 725,561 | $18.5M |
| Kagan Cocozza Asset Management | 11.24% | Add +0.4% | 702,691 | $17.9M |
| Tennessee Valley Asset Management Partners | 1.95% | Add +7.4% | 693,653 | $17.7M |
| Capital Investment Management, Inc. | 5.27% | Add +0.2% | 673,977 | $17.2M |
| Wells Fargo & Company | 0.00% | Add +1.2% | 661,720 | $16.9M |
| Money Concepts Capital Corp. | 0.77% | Reduce -14.2% | 652,734 | $16.7M |
| Nicolet Bankshares Inc. | 0.52% | Add +0.7% | 637,416 | $16.3M |
| Gateway Wealth Partners, LLC | 0.95% | Reduce -43.7% | 623,869 | $15.9M |
| SigFig Wealth Management, LLC | 0.42% | Add +8.7% | 620,079 | $15.9M |
| Park Avenue Securities LLC | 0.10% | Add +1.2% | 616,806 | $15.7M |
| Stifel Financial Corp. | 0.01% | Add +0.8% | 572,792 | $14.6M |
| Savant Capital, LLC | 0.04% | Add +95.5% | 568,363 | $14.5M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -2.7% | 560,061 | $14.3M |
| Cornerstone Wealth Management, LLC | 0.61% | Add +23.1% | 557,829 | $14.2M |
| Cyr Financial Inc. | 7.33% | Add +8.1% | 551,730 | $14.1M |
| Simplicity Wealth,LLC | 0.47% | Add +2.8% | 546,014 | $13.9M |
| Advisory Resource Group | 2.08% | Add +6.5% | 540,885 | $13.8M |
| Bensler, LLC | 1.22% | Reduce -9.7% | 540,786 | $13.8M |
| Global Retirement Partners, LLC | 0.21% | — | 539,412 | $13.8M |
| Financial Planning Fort Collins, LLC | 10.33% | Reduce -0.8% | 517,005 | $13.1M |
| Capital Analysts, LLC | 0.29% | Add +8.0% | 485,740 | $12.4M |
| Private Advisory Group LLC | 0.63% | Add +16.6% | 447,565 | $11.4M |
| Rochester Wealth Strategies, LLC | 6.17% | Reduce -13.7% | 436,917 | $11.2M |
| Golden State Wealth Management, LLC | 1.02% | Reduce -5.5% | 436,311 | $11.1M |
| UBS Group AG | 0.00% | Reduce -21.2% | 418,272 | $10.7M |
| Appleton Partners Inc. | 0.65% | Add +8.4% | 413,999 | $10.6M |
| Integrated Wealth Concepts LLC | 0.07% | Add +473.5% | 398,509 | $10.2M |
| ERn Financial, LLC | 1.68% | Add +10.9% | 397,513 | $10.1M |
| Towercrest Capital Management | 1.39% | Reduce -0.1% | 390,850 | $10.0M |
| Rockbridge Investment Management, LCC | 0.79% | Reduce -7.8% | 380,279 | $9.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.6% | 379,344 | $9.7M |
| Astoria Strategic Wealth, Inc. | 2.18% | Reduce -2.4% | 374,431 | $9.6M |
| Lanark Financial, Inc. | 0.64% | Add +4.6% | 367,555 | $9.4M |
| Neuberger Berman Group LLC | 0.01% | Reduce -5.8% | 365,012 | $9.3M |
| RFG Advisory, LLC | 0.14% | Add +2.6% | 359,861 | $9.2M |
| Trilogy Capital Inc. | 0.36% | Reduce -84.0% | 357,850 | $9.1M |
| Total Clarity Wealth Management, Inc. | 1.73% | Add +78.4% | 348,137 | $8.9M |
| Alliance Wealth Management Group | 1.68% | Reduce -2.2% | 338,462 | $8.6M |
| Zhang Financial LLC | 0.25% | Add +0.6% | 335,040 | $8.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -20.4% | 330,153 | $8.4M |
| Signature Estate & Investment Advisors LLC | 0.15% | Add +0.3% | 326,269 | $8.3M |
| Perigon Wealth Management, LLC | 0.13% | Add +6.0% | 320,908 | $8.2M |
| Pure Financial Advisors, LLC | 0.10% | Add +6.8% | 319,785 | $8.2M |
| Tenzing Financial LLC | 5.57% | Reduce -4.7% | 319,185 | $8.1M |
| Geneos Wealth Management Inc. | 0.17% | Add +12.0% | 317,519 | $8.1M |
| Facet Wealth, Inc. | 0.12% | Reduce -5.6% | 315,768 | $8.1M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +9.0% | 315,726 | $8.1M |
| Captrust Financial Advisors | 0.01% | Reduce -0.6% | 315,144 | $8.0M |
| Columbia River Financial Group, LLC | 4.30% | Reduce -40.6% | 313,874 | $8.0M |
| Balefire, LLC | 1.30% | Reduce -7.4% | 312,379 | $8.0M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -1.9% | 312,210 | $8.0M |
| Values Added Financial LLC | 2.87% | Reduce -6.0% | 311,768 | $8.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.21% | Reduce -1.2% | 310,239 | $7.9M |
| KWB Wealth | 0.68% | Add +23.5% | 309,572 | $7.9M |
| World Investment Advisors | 0.13% | Reduce -0.1% | 308,172 | $7.9M |
| Vicus Capital | 0.51% | Add +7.7% | 308,639 | $7.9M |
| IAG Wealth Partners, LLC | 0.77% | Add +1.7% | 306,270 | $7.8M |
| OneAscent Financial Services LLC | 0.37% | Add +0.1% | 305,674 | $7.8M |
| Jacobi Capital Management LLC | 0.38% | Add +3.7% | 304,888 | $7.8M |
| Bank of New York Mellon Corp | 0.00% | Add +25.1% | 302,598 | $7.7M |
| Corient Private Wealth LP | 0.01% | Reduce -49.6% | 295,549 | $7.5M |
| Crestwood Advisors Group, LLC | 0.11% | Reduce -1.5% | 294,425 | $7.5M |
| Ameriprise Financial Inc. | 0.00% | Add +12.5% | 292,809 | $7.5M |
| Vertex Planning Partners, LLC | 1.09% | Add +47.8% | 286,978 | $7.3M |
| US Bancorp \de | 0.01% | Add +0.3% | 285,744 | $7.3M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +7.1% | 274,050 | $7.0M |
| Integrated Advisors Network LLC | 0.32% | Add +0.1% | 271,620 | $6.9M |
| PAX Financial Group, LLC | 1.00% | Reduce -1.9% | 264,698 | $6.8M |
| Amtrust Financial Services, Inc. | 1.90% | No change | 250,600 | $6.4M |
| Independent Financial Group, LLC | 0.12% | Add +4.9% | 248,385 | $6.3M |
| Melone Private Wealth, LLC | 2.37% | Reduce -1.4% | 243,858 | $6.2M |
| IFP Advisors, Inc | 0.11% | Add +25.1% | 243,819 | $6.2M |
| Lunt Capital Management, Inc. | 2.19% | Reduce -1.3% | 234,007 | $6.0M |
| Truist Financial Corp. | 0.01% | Add +1.2% | 232,618 | $5.9M |
| Eldridge Investment Advisors, Inc. | 1.18% | Add +27.2% | 233,283 | $5.9M |
| Destiny Capital Corp | 2.67% | Reduce -16.1% | 224,808 | $5.7M |
| FSB Premier Wealth Management, Inc. | 1.60% | Reduce -2.0% | 222,217 | $5.7M |
| Certified Advisory Corp | 0.46% | Reduce -1.9% | 221,030 | $5.6M |
| HBW Advisory Services LLC | 0.51% | Add +1.4% | 219,883 | $5.6M |
| Odyssey Group, LLC | 1.49% | — | 214,952 | $5.5M |
| Capital Financial Group Inc\co\ | 2.85% | Add +40.9% | 213,540 | $5.4M |
| AE Wealth Management LLC | 0.03% | Add +1.1% | 211,560 | $5.4M |
| Rinkey Investments | 1.27% | Reduce -1.2% | 210,919 | $5.4M |
| Barden Capital Management, Inc. | 4.86% | Add +5.4% | 206,472 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -57.0% | 206,190 | $5.3M |
| Parallel Advisors, LLC | 0.08% | Add +4.2% | 205,369 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -5.9% | 204,341 | $5.2M |
| Belpointe Asset Management LLC | 0.17% | Add +2.1% | 204,300 | $5.2M |
| Wealth Watch Advisors, INC | 1.68% | Add +447.1% | 202,919 | $5.2M |
| CWC Advisors, LLC. | 2.20% | Add +2.6% | 194,070 | $5.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +321.9% | 193,630 | $4.9M |
| Lifeworks Advisors, LLC | 0.51% | Reduce -7.4% | 189,626 | $4.8M |
| Rainier Family Wealth Inc. | 2.72% | Add +31.2% | 187,221 | $4.8M |
| Creative Financial Designs Inc. | 0.23% | Add +12.1% | 185,685 | $4.7M |
| Avior Wealth Management, LLC | 0.12% | Add +0.9% | 180,128 | $4.6M |
| Copley Financial Group, Inc. | 2.73% | Reduce -58.8% | 176,811 | $4.5M |
| Arkadios Wealth Advisors | 0.07% | Add +4.8% | 169,866 | $4.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 169,277 | $4.3M |
| Bull Oak Capital, LLC | 1.43% | Add +4.0% | 167,695 | $4.3M |
| CVFG LLC | 0.42% | Add +5.3% | 158,186 | $4.0M |
| Empower Advisory Group, LLC | 0.01% | Add +51.2% | 156,938 | $4.0M |
| Auour Investments LLC | 1.14% | Add +1.1% | 155,439 | $4.0M |
| Allworth Financial LP | 0.02% | Reduce -8.8% | 153,010 | $3.9M |
| Global Endowment Management, LP | 0.39% | Reduce -12.5% | 148,926 | $3.8M |
| PCB Capital LLC | 4.57% | Add +24.9% | 147,090 | $3.8M |
| JT Stratford LLC | 0.41% | Add +5.7% | 146,946 | $3.8M |
| McNamara Financial Services, Inc. | 0.64% | Reduce -0.6% | 145,679 | $3.7M |
| Precedent Wealth Partners, LLC | 0.62% | Add +14.8% | 144,942 | $3.7M |
| NYL Investors LLC | 1.39% | Reduce -0.5% | 142,232 | $3.6M |
| Atria Investments, Inc | 0.04% | Add +16.0% | 141,842 | $3.6M |
| Cahill Financial Advisors Inc. | 0.33% | Add +5.4% | 135,518 | $3.5M |
| WealthTrak Capital Management LLC | 2.26% | Add +2.0% | 134,817 | $3.4M |
| JBR Co Financial Management Inc | 1.24% | Add +32.2% | 133,412 | $3.4M |
| Sowell Financial Services LLC | 0.11% | Add +6.7% | 131,894 | $3.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.16% | Reduce -4.5% | 129,940 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.9% | 125,699 | $3.2M |
| HRT Financial LP | 0.01% | New | 124,724 | $3.2M |
| HighPoint Advisor Group LLC | 0.11% | Add +8.2% | 123,328 | $3.1M |
| Breakwater Investment Management | 1.07% | Add +28.2% | 123,141 | $3.1M |
| Steele Capital Management, Inc. | 0.11% | Add +41.7% | 119,655 | $3.1M |
| CGN Advisors LLC | 0.22% | Add +1.5% | 119,499 | $3.0M |
| Aspetuck Financial Management LLC | 1.79% | Reduce -0.0% | 118,943 | $3.0M |
| Independent Wealth Network Inc. | 0.74% | Add +1.0% | 114,092 | $2.9M |
| Partners in Financial Planning | 0.41% | Add +1.0% | 106,260 | $2.7M |
| Destination Wealth Management | 0.06% | Reduce -0.4% | 105,043 | $2.7M |
| Legacy Solutions, LLC | 2.12% | Add +8.0% | 102,646 | $2.6M |
| Retirement Planning Group, LLC | 0.07% | Reduce -6.6% | 102,398 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +3.3% | 99,976 | $2.6M |
| Orin Green Financial, LLC | 0.94% | Reduce -0.7% | 99,567 | $2.5M |
| Scissortail Wealth Management, LLC | 0.48% | Add +22.2% | 97,486 | $2.5M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -7.1% | 95,885 | $2.4M |
| Private Wealth Group, LLC | 0.94% | Add +14.8% | 95,287 | $2.4M |
| Tempus Wealth Planning, LLC | 0.48% | Add +2.9% | 95,267 | $2.4M |
| Sentinel Pension Advisors, LLC | 0.32% | Reduce -16.4% | 95,660 | $2.4M |
| Smartleaf Asset Management LLC | 0.08% | No change | 90,401 | $2.3M |
| Old Mission Capital LLC | 0.06% | New | 89,686 | $2.3M |
| Aquire Wealth Advisors, LLC | 0.52% | Reduce -12.7% | 89,629 | $2.3M |
| Vise Technologies, Inc. | 0.03% | Add +122.7% | 89,394 | $2.3M |
| Winch Advisory Services, LLC | 0.47% | Add +8.9% | 87,921 | $2.2M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -4.7% | 86,918 | $2.2M |
| G&S Capital LLC | 0.64% | Add +75.7% | 85,783 | $2.2M |
| Strategic Wealth Partners, Ltd. | 0.13% | Add +12.0% | 84,465 | $2.2M |
| Wellington-Altus USA Inc. | 1.53% | Reduce -5.7% | 83,995 | $2.2M |
| Mill Capital Management, LLC | 0.14% | Add +2.5% | 83,113 | $2.1M |
| Signal Advisors Wealth, LLC | 0.11% | Add +3.1% | 79,770 | $2.0M |
| Fermata Advisors, LLC | 0.40% | Reduce -2.8% | 77,873 | $2.0M |
| Compass Financial Group, Inc. | 0.84% | Reduce -11.8% | 77,707 | $2.0M |
| TMB Capital Partners, LLC | 0.62% | Add +19.9% | 77,684 | $2.0M |
| International Private Wealth Advisors LLC | 1.01% | Reduce -6.3% | 77,205 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +3.4% | 77,118 | $2.0M |
| Gambit Capital Management, LLC | 1.14% | Add +7.1% | 76,746 | $2.0M |
| Sax Wealth Advisors, LLC | 0.08% | Add +130.3% | 74,684 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Add +3.8% | 73,292 | $1.9M |
| Security Financial Services, INC. | 0.25% | Reduce -8.2% | 71,345 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.51% | Reduce -0.1% | 70,127 | $1.8M |
| Resolute Wealth Advisor, Inc. | 1.02% | No change | 69,823 | $1.8M |
| E&G Advisors, LLC | 0.34% | Reduce -0.6% | 69,824 | $1.8M |
| Busey Bank | 0.04% | Reduce -24.9% | 69,188 | $1.8M |
| Wealth Advisory Solutions, LLC | 0.36% | Add +1.5% | 68,751 | $1.8M |
| First Financial Bank - Trust Division | 0.13% | Add +26.4% | 68,719 | $1.8M |
| HF Advisory Group, LLC | 0.53% | Add +4.7% | 66,776 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -78.3% | 65,346 | $1.7M |
| United Advisor Group, LLC | 0.18% | Add +3.3% | 64,918 | $1.7M |
| Mgo One Seven LLC | 0.03% | New | 64,710 | $1.7M |
| Global Strategic Investment Solutions, LLC | 0.15% | Add +14.8% | 64,252 | $1.6M |
| TKG Advisors, LLC | 0.57% | Add +53.7% | 63,809 | $1.6M |
| Sanchez Levi Garrett | 0.88% | Add +7.6% | 63,301 | $1.6M |
| Wrenne Financial Planning LLC | 0.54% | Add +63.4% | 63,191 | $1.6M |
| Prospect Financial Group LLC | 1.30% | Add +0.1% | 63,072 | $1.6M |
| TrueWealth Advisors, LLC | 0.36% | Reduce -0.4% | 62,658 | $1.6M |
| Carnegie Investment Counsel | 0.03% | Add +2.1% | 62,395 | $1.6M |
| Shelton Capital Management | 0.03% | Reduce -2.3% | 62,320 | $1.6M |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -7.0% | 61,744 | $1.6M |
| Falcon Wealth Planning | 0.10% | Add +123.7% | 60,983 | $1.6M |
| Laraway Financial Advisors Inc | 0.94% | Reduce -0.5% | 60,392 | $1.5M |
| Ballast Rock Private Wealth LLC | 0.71% | Add +0.6% | 60,224 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -95.1% | 58,527 | $1.5M |
| Citigroup Inc. | 0.00% | Add +0.8% | 58,138 | $1.5M |
| Harbour Investments, Inc. | 0.02% | Reduce -42.8% | 56,322 | $1.4M |
| Wealthspire Retirement, LLC | 0.08% | Add +1.0% | 56,094 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -5.0% | 54,280 | $1.4M |
| Kelman-Lazarov, Inc. | 0.18% | Add +1.9% | 52,423 | $1.3M |
| Crabel Capital Management, LLC | 0.97% | New | 51,978 | $1.3M |
| Financial & Tax Architects, LLC | 0.28% | Add +2.6% | 51,701 | $1.3M |
| Advisor Resource Council | 0.44% | Add +0.8% | 51,853 | $1.3M |
| Fifth Third Bancorp | 0.00% | Reduce -2.8% | 51,669 | $1.3M |
| Red Crane Wealth Management, LLC | 0.96% | Add +2.7% | 51,328 | $1.3M |
| Astoria Portfolio Advisors LLC. | 0.22% | Reduce -4.3% | 51,148 | $1.3M |
| Flagship Private Wealth, LLC | 0.46% | Reduce -8.3% | 51,078 | $1.3M |
| Balance Wealth Partners LLC | 0.34% | Reduce -6.1% | 50,620 | $1.3M |
| Comprehensive Money Management Services LLC | 0.81% | Add +0.6% | 50,146 | $1.3M |
| Larson Financial Group LLC | 0.03% | Reduce -69.3% | 49,378 | $1.3M |
| Arsenal Capital Advisors LLC | 0.74% | Add +0.3% | 48,799 | $1.2M |
| Destiny Wealth Partners, LLC | 0.17% | Reduce -12.5% | 47,465 | $1.2M |
| Altus Wealth Group LLC | 0.43% | Reduce -2.6% | 46,564 | $1.2M |
| Advisory Services Network, LLC | 0.01% | Reduce -10.2% | 44,960 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.13% | Add +4.3% | 44,390 | $1.1M |
| Pinnacle Family Advisors, LLC | 0.47% | Add +4.0% | 43,508 | $1.1M |
| TOP Private Wealth LLC. | 1.03% | — | 41,907 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.26% | Reduce -0.2% | 41,867 | $1.1M |
| LexAurum Advisors, LLC | 0.12% | No change | 41,606 | $1.1M |
| Fortis Capital Advisors, LLC | 0.12% | Add +2.0% | 40,441 | $1.0M |
| Raleigh Capital Management Inc. | 0.32% | Reduce -70.6% | 39,810 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Add +6.0% | 39,677 | $1.0M |
| Tandem Financial, LLC | 0.32% | Reduce -5.9% | 38,846 | $991K |
| Principal Securities, Inc. | 0.01% | Reduce -0.4% | 38,325 | $978K |
| Redwood Investment Management, LLC | 0.09% | Add +48.2% | 36,152 | $923K |
| Private Trust Co. NA | 0.07% | Reduce -11.4% | 35,918 | $917K |
| Narus Financial Partners, LLC | 0.23% | Add +8.9% | 35,765 | $913K |
| Mutual Advisors, LLC | 0.02% | Add +1.1% | 35,367 | $903K |
| AdvisorNet Financial, Inc | 0.04% | Add +7.6% | 34,728 | $886K |
| Shared Vision Wealth Group LLC | 0.30% | New | 34,260 | $874K |
| Hopwood Nicholas Hunter | 0.24% | Add +13.8% | 34,259 | $874K |
| MSH Capital Advisors LLC | 0.15% | Reduce -0.4% | 34,078 | $870K |
| Keystone Wealth Services, LLC | 0.16% | Reduce -3.7% | 34,059 | $869K |
| Impact Partnership Wealth, LLC | 0.08% | Add +12.8% | 33,541 | $856K |
| Diversify Advisory Services, LLC | 0.01% | New | 33,751 | $850K |
| Diversify Wealth Management, LLC | 0.01% | Add +241.7% | 33,751 | $850K |
| Shelter Mutual Insurance Co | 0.18% | No change | 32,900 | $839K |
| Cerity Partners Retirement Plan Advisors LLC | 0.34% | New | 32,245 | $823K |
| Brown Financial Advisors | 0.28% | Reduce -36.2% | 31,669 | $808K |
| Opulen Financial Group LLC | 0.51% | Add +0.8% | 31,545 | $805K |
| PKS Advisory Services, LLC | 0.13% | Reduce -15.2% | 31,515 | $804K |
| Betterment LLC | 0.00% | Add +25.8% | 31,205 | $796K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -31.7% | 31,061 | $793K |
| Tandem Investment Partners LLC | 0.60% | Add +14.3% | 30,691 | $783K |
| Magnolia Capital Advisors LLC | 0.13% | Reduce -0.5% | 30,638 | $782K |
| Financial Plan, Inc. | 0.07% | Reduce -0.5% | 30,285 | $773K |
| Argent Trust Co | 0.02% | Add +0.5% | 30,086 | $768K |
| Tilson Financial Group, Inc. | 0.21% | Add +0.5% | 29,824 | $761K |
| Texas Yale Capital Corp. | 0.02% | Reduce -2.2% | 29,435 | $751K |
| Savvy Advisors, Inc. | 0.02% | Add +186.5% | 29,343 | $749K |
| Riverbend Wealth Management, LLC | 0.38% | Add +0.1% | 29,088 | $742K |
| Arax Advisory Partners | 0.00% | Add +171.7% | 28,580 | $729K |
| Merit Financial Group, LLC | 0.00% | Reduce -16.9% | 28,502 | $727K |
| FWG Investments, LLC. | 0.38% | Reduce -11.3% | 28,362 | $724K |
| Visionary Horizons, LLC | 0.30% | Add +28.1% | 28,107 | $717K |
| WCG Wealth Advisors LLC | 0.02% | Add +4.4% | 28,061 | $716K |
| Sharper & Granite LLC | 0.22% | Reduce -2.1% | 27,950 | $713K |
| Lynx Investment Advisory | 0.23% | Reduce -5.7% | 27,884 | $712K |
| Carroll Advisory Group, LLC | 0.23% | Reduce -40.6% | 27,447 | $700K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +16.1% | 27,205 | $694K |
| Farrell Financial LLC | 0.35% | Add +0.3% | 25,499 | $651K |
| Forza Wealth Management, LLC | 0.20% | No change | 25,150 | $642K |
| Wealthgarden F.S. LLC | 0.36% | Reduce -0.2% | 24,755 | $632K |
| Retirement Income Solutions, Inc. | 0.11% | No change | 24,467 | $627K |
| Snider Financial Group | 0.16% | Add +3.4% | 24,166 | $617K |
| Tucker Asset Management LLC | 0.15% | Add +496.0% | 24,068 | $614K |
| Payne Capital LLC | 0.49% | Reduce -1.6% | 23,184 | $592K |
| Shum Financial Group, Inc. | 0.35% | Add +7.8% | 22,870 | $584K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +27.5% | 22,408 | $572K |
| Magnolia Private Wealth, LLC | 0.31% | Reduce -21.6% | 22,200 | $567K |
| Worth Financial Advisory Group, LLC | 0.23% | New | 22,014 | $562K |
| Barnes Wealth Management Group, Inc | 0.26% | Add +3.6% | 21,863 | $558K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.39% | Reduce -1.4% | 21,858 | $558K |
| Inspire Advisors, LLC | 0.04% | Reduce -8.1% | 21,744 | $555K |
| Westco Advisory Services Inc. | 0.33% | Reduce -2.7% | 21,598 | $551K |
| Navigation Group, LLC | 0.11% | Add +0.0% | 21,440 | $547K |
| Quantinno Capital Management LP | 0.00% | Reduce -2.2% | 21,277 | $543K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +0.6% | 21,172 | $540K |
| GEM Asset Management, LLC | 0.21% | Add +1.0% | 20,783 | $530K |
| Millington Financial Advisors, LLC | 0.21% | Add +5.4% | 20,954 | $530K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -1.2% | 20,754 | $530K |
| McAdam, LLC | 0.02% | Reduce -21.3% | 20,615 | $526K |
| Valtinson Bruner Financial Planning LLC | 0.13% | Add +60.3% | 20,417 | $521K |
| Two Sigma Securities, LLC | 0.04% | New | 20,083 | $513K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -0.8% | 20,242 | $507K |
| Mattson Financial Services, LLC | 0.11% | Reduce -28.0% | 19,994 | $506K |
| Xcelsior Advisor Partners LLC | 0.07% | New | 19,761 | $504K |
| Paladin Wealth, LLC | 0.29% | Reduce -26.2% | 19,733 | $504K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | No change | 19,056 | $486K |
| StoneX Group Inc. | 0.02% | New | 18,496 | $472K |
| CoreCap Advisors, LLC | 0.01% | Add +21.9% | 18,446 | $471K |
| Western Wealth Management, LLC | 0.01% | Reduce -3.4% | 18,011 | $460K |
| &partners | 0.00% | Add +26.0% | 17,954 | $458K |
| Colton Groome Financial Advisors, LLC | 0.11% | Add +1.3% | 17,840 | $455K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -46.3% | 17,618 | $447K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -57.2% | 17,507 | $447K |
| Hibernia Wealth Partners, LLC | 0.24% | Reduce -46.9% | 17,500 | $447K |
| Focus Partners Wealth | 0.00% | Add +2.1% | 17,118 | $437K |
| Financial Advisory Partners, LLC | 0.11% | Add +29.1% | 17,072 | $436K |
| Investments & Financial Planning, LLC | 0.21% | Reduce -4.6% | 16,988 | $434K |
| SMART Wealth LLC | 0.09% | New | 16,924 | $432K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +11.4% | 16,899 | $431K |
| Twin Focus Capital Partners, LLC | 0.04% | No change | 16,767 | $428K |
| World Equity Group, Inc. | 0.09% | New | 16,584 | $423K |
| Eclectic Associates Inc. | 0.05% | Reduce -0.7% | 16,231 | $414K |
| Plan A Wealth LLC | 0.17% | Reduce -8.5% | 15,917 | $406K |
| Advisor OS, LLC | 0.03% | Reduce -97.7% | 15,913 | $406K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -1.8% | 15,804 | $403K |
| Brown Financial Advisory | 0.17% | No change | 15,755 | $402K |
| Sharkey, Howes & Javer | 0.05% | Reduce -11.1% | 15,707 | $401K |
| Richardson Financial Services Inc. | 0.23% | Reduce -42.0% | 15,629 | $399K |
| AMJ Financial Wealth Management | 0.09% | No change | 15,389 | $394K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +4.0% | 15,431 | $394K |
| Fell Capital Management | 0.33% | Reduce -11.5% | 15,384 | $393K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 15,200 | $386K |
| Bluespring Wealth Management, LLC | 0.01% | New | 14,755 | $377K |
| Integrity Alliance, Llc. | 0.01% | No change | 14,615 | $373K |
| Summit Financial, LLC | 0.00% | New | 14,566 | $372K |
| Concord Wealth Partners | 0.04% | Reduce -2.6% | 14,333 | $366K |
| Brown, Lisle/Cummings, Inc. | 0.08% | Add +679.0% | 13,984 | $357K |
| Concord Asset Management, LLC | 0.05% | Reduce -4.4% | 13,871 | $354K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -22.6% | 13,828 | $353K |
| Kure Advisory, LLC | 0.17% | Reduce -0.1% | 13,648 | $348K |
| Independent Advisor Alliance | 0.01% | Reduce -99.3% | 13,385 | $342K |
| FMR LLC | 0.00% | Add +25.1% | 13,329 | $340K |
| Accretive Wealth Partners, LLC | 0.08% | Reduce -5.8% | 13,129 | $335K |
| Midwest Financial Network, LLC | 0.23% | Add +24.4% | 13,088 | $334K |
| Asset One Wealth Management LLC | 0.04% | Reduce -1.0% | 13,190 | $334K |
| Orographic Financial Advisors, LLC | 0.22% | Add +0.1% | 13,272 | $333K |
| Tribridge Partners Financial LLC | 0.13% | No change | 13,146 | $331K |
| National Bank of Canada | 0.00% | Reduce -55.9% | 12,944 | $330K |
| Quest 10 Wealth Builders, Inc. | 0.26% | Reduce -1.2% | 12,928 | $330K |
| PFG Private Wealth Management, LLC | 0.14% | Reduce -13.7% | 12,875 | $329K |
| Fortune Financial Advisors, LLC | 0.14% | Add +0.2% | 12,652 | $323K |
| Optivise Advisory Services LLC | 0.16% | Reduce -10.3% | 12,632 | $322K |
| WealthPoint Financial, LLC | 0.23% | Reduce -18.7% | 12,488 | $319K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +1.2% | 12,376 | $316K |
| D.A. Davidson & Co. | 0.00% | Add +8.1% | 12,214 | $312K |
| Landmark Wealth Management, Inc. | 0.10% | Reduce -76.2% | 11,950 | $305K |
| Lockerman Financial Group, Inc. | 0.46% | Reduce -55.6% | 11,784 | $301K |
| Investment Planning Advisors, Inc. | 0.07% | Reduce -7.3% | 11,549 | $295K |
| Balentine LLC | 0.01% | Reduce -13.0% | 11,494 | $293K |
| Empirical Asset Management, LLC | 0.07% | Reduce -11.4% | 11,338 | $289K |
| Professional Financial Advisors, LLC | 0.05% | Reduce -12.5% | 11,280 | $288K |
| Collaborative Wealth Managment Inc. | 0.12% | Add +2.3% | 11,172 | $285K |
| Strategic Financial Planning, Inc. | 0.15% | New | 11,084 | $283K |
| Quadrature Capital Ltd | 0.00% | New | 11,022 | $281K |
| Roman Butler Fullerton & Co. | 0.07% | Add +1.0% | 11,150 | $281K |
| Novus Advisors, LLC | 0.58% | Reduce -48.5% | 10,967 | $280K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -12.7% | 10,841 | $277K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -3.4% | 10,773 | $275K |
| Perennial Investment Advisors, LLC | 0.02% | Add +0.8% | 10,714 | $273K |
| Palatine Hill Wealth Management, LLC | 0.22% | Add +6.7% | 10,605 | $271K |
| Medallion Wealth Advisors, LLC | 0.09% | Reduce -26.2% | 10,579 | $270K |
| Founders Financial Alliance, LLC | 0.04% | Add +30.9% | 10,458 | $267K |
| Acorn Wealth Advisors, LLC | 0.06% | New | 10,211 | $261K |
| Tidemark, LLC | 0.06% | Add +0.1% | 10,188 | $260K |
| Tolleson Wealth Management, Inc. | 0.04% | No change | 10,180 | $260K |
| Bleakley Financial Group, LLC | 0.00% | Reduce -36.6% | 10,112 | $258K |
| Heartwood Wealth Advisors LLC | 0.02% | Reduce -0.2% | 10,028 | $256K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | No change | 9,613 | $245K |
| RKL Wealth Management LLC | 0.02% | Add +3.8% | 9,576 | $244K |
| WealthCare Investment Partners, LLC | 0.06% | Reduce -4.8% | 9,479 | $242K |
| Brookwood Investment Group LLC | 0.03% | Reduce -7.3% | 9,452 | $241K |
| Zacks Investment Management | 0.00% | Add +13.2% | 9,345 | $238K |
| Sovran Advisors, LLC | 0.02% | Reduce -7.8% | 9,421 | $238K |
| SageGuard Financial Group, LLC | 0.03% | No change | 9,172 | $234K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.02% | New | 9,164 | $234K |
| Cooper Financial Group | 0.02% | Add +0.3% | 9,147 | $233K |
| Optimist Retirement Group LLC | 0.09% | Add +0.9% | 9,022 | $230K |
| AssuredPartners Investment Advisors, LLC | 0.02% | Reduce -17.9% | 8,792 | $224K |
| OLIO Financial Planning | 0.06% | No change | 8,777 | $224K |
| GWN Securities Inc. | 0.04% | New | 8,707 | $222K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 8,669 | $221K |
| North Dallas Bank & Trust Co. | 0.13% | No change | 8,600 | $219K |
| Asset Dedication, LLC | 0.01% | No change | 8,577 | $219K |
| Ellevest, Inc. | 0.03% | New | 8,616 | $219K |
| SCS Capital Management LLC | 0.00% | No change | 8,519 | $217K |
| Ehrlich Financial Group | 0.11% | No change | 8,500 | $217K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.1% | 8,330 | $213K |
| Buck Wealth Strategies, LLC | 0.02% | Reduce -28.2% | 8,270 | $211K |
| Americana Partners, LLC | 0.00% | Reduce -47.0% | 8,233 | $210K |
| Atlas Private Wealth Advisors | 0.05% | New | 8,192 | $209K |
| Realta Investment Advisors | 0.06% | Reduce -1.9% | 8,172 | $209K |
| DAVENPORT & Co LLC | 0.00% | Reduce -17.8% | 8,108 | $207K |
| VestGen Advisors, LLC | 0.01% | Reduce -6.7% | 8,060 | $206K |
| FreeGulliver LLC | 0.07% | Reduce -59.9% | 8,027 | $205K |
| Regions Financial Corp. | 0.00% | No change | 8,000 | $204K |
| Maia Wealth LLC | 0.03% | Reduce -13.4% | 7,991 | $204K |
| Stevens Capital Partners | 0.04% | New | 7,913 | $202K |
| Blair William & Co. | 0.00% | Add +1.0% | 7,885 | $201K |
| Ameritas Advisory Services, LLC | 0.00% | New | 7,848 | $200K |
| Paladin Advisory Group, LLC | 0.12% | No change | 7,080 | $181K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.1% | 7,023 | $179K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -1.1% | 6,871 | $175K |
| Ancora Advisors LLC | 0.00% | Add +1.0% | 6,814 | $174K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,089 | $155K |
| IFG Advisory, LLC | 0.00% | New | 4,920 | $126K |
| Bullock Wealth Management Group | 0.05% | Add +1.0% | 4,748 | $121K |
| Continuum Advisory, LLC | 0.01% | New | 4,634 | $118K |
| Fourth Dimension Wealth, LLC | 0.04% | Add +18.9% | 4,613 | $118K |
| Key Financial Inc | 0.02% | No change | 3,894 | $99K |
| WealthCollab, LLC | 0.03% | No change | 3,690 | $94K |
| Rosenberg Matthew Hamilton | 0.02% | Add +0.5% | 3,656 | $93K |
| Vanguard Advisers Inc. | 0.00% | Add +52.5% | 3,576 | $91K |
| Oakmont Advisory Group, LLC | 0.07% | New | 3,383 | $86K |
| Bank of Montreal | 0.00% | No change | 3,262 | $83K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 3,200 | $82K |
| Planning Strategies Inc. | 0.05% | — | 3,137 | $80K |
| Aptus Capital Advisors, LLC | 0.00% | Add +9.6% | 2,934 | $75K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 2,807 | $72K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -48.7% | 2,669 | $68K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.0% | 2,659 | $68K |
| SHP Wealth Management | 0.00% | Reduce -0.5% | 2,612 | $67K |
| McDonald Partners LLC | 0.02% | New | 2,537 | $65K |
| Darwin Wealth Management, LLC | 0.02% | Reduce -16.3% | 2,255 | $58K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -0.4% | 2,135 | $54K |
| St Germain D J Co. Inc. | 0.00% | Reduce -1.8% | 1,991 | $51K |
| Triumph Capital Management | 0.01% | Add +90.0% | 1,970 | $50K |
| Cape Investment Advisory, Inc. | 0.01% | New | 1,855 | $47K |
| Reyes Financial Architecture, Inc. | 0.03% | No change | 1,819 | $46K |
| Miller Capital Partners, Inc. | 0.02% | No change | 1,808 | $46K |
| Wolff Wiese Magana LLC | 0.02% | Reduce -42.8% | 1,751 | $45K |
| CX Institutional | 0.00% | Add +6292.0% | 1,598 | $41K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +19.0% | 1,496 | $38K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,399 | $36K |
| IMG Wealth Management, Inc. | 0.02% | No change | 1,359 | $35K |
| Rossby Financial, LCC | 0.01% | Reduce -26.9% | 1,300 | $33K |
| Collier Financial | 0.02% | Add +1.0% | 1,286 | $33K |
| Beacon Financial Strategies CORP | 0.02% | New | 1,278 | $33K |
| Westside Investment Management, Inc. | 0.00% | No change | 1,162 | $30K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 1,130 | $29K |
| Compass Financial Management LLC | 0.00% | — | 1,128 | $29K |
| Cheviot Value Management, LLC | 0.00% | No change | 1,100 | $28K |
| Kingdom Financial Group LLC. | 0.01% | Add +2.4% | 1,096 | $28K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,050 | $27K |
| Gould Capital, LLC | 0.01% | Add +4.6% | 1,046 | $27K |
| Lloyd Advisory Services, LLC. | 0.01% | Reduce -2.7% | 1,041 | $27K |
| Franklin Resources Inc. | 0.00% | No change | 1,000 | $26K |
| KERR FINANCIAL PLANNING Corp | 0.03% | No change | 896 | $23K |
| Mascoma Wealth Management LLC | 0.00% | Add +163.4% | 893 | $23K |
| Bare Financial Services, Inc | 0.01% | No change | 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% | No change | 703 | $18K |
| International Assets Investment Management, LLC | 0.00% | Add +0.1% | 690 | $18K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 656 | $17K |
| Aventus Investment Advisors, Inc. | 0.01% | Add +1.1% | 653 | $17K |
| Valley National Advisers Inc. | 0.00% | Add +1.1% | 636 | $16K |
| Phillips Financial Management, LLC | 0.00% | Add +1.0% | 509 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Add +31.2% | 492 | $12K |
| Dogwood Wealth Management LLC | 0.00% | No change | 392 | $10K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 375 | $10K |
| Silver Grove Financial Group, Inc. | 0.00% | No change | 358 | $9K |
| BlackRock, Inc. | 0.00% | Add +5.8% | 310 | $8K |
| North Star Investment Management Corp. | 0.00% | Add +1.1% | 289 | $7K |
| Kroeger Financial Partners | 0.01% | — | 284 | $7K |
| TD Private Client Wealth LLC | 0.00% | Reduce -91.4% | 277 | $7K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 257 | $7K |
| Evolution Wealth Management Inc. | 0.00% | New | 247 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 215 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -77.0% | 210 | $5K |
| Fiduciary Financial Advisors | 0.00% | New | 180 | $5K |
| Trust Co. of Toledo NA | 0.00% | New | 177 | $5K |
| Simplex Trading, LLC | 0.00% | New | 169 | $4K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -30.6% | 161 | $4K |
| 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% | Reduce -1.8% | 111 | $3K |
| Investors Research Corp | 0.00% | No change | 84 | $2K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 84 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 81 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 54 | $1K |
| GAMMA Investing LLC | 0.00% | No change | 47 | $1K |
| Copia Wealth Management | 0.00% | No change | 30 | $766 |
| Bfsg, LLC | 0.00% | No change | 30 | $766 |
| Networth Advisors, LLC | 0.00% | Add +38.1% | 29 | $740 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 24 | $614 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 23 | $587 |
| BNP Paribas Financial Markets | 0.00% | No change | 20 | $510 |
| Barclays PLC | 0.00% | No change | 1 | $26 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -97.4% | 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.