Ste STR SPDR PT DW Eu ETFSPDWETF

13F holders, Q1 2024 (March 31)
851holders
3famous investors
$35.83avg. 13F price*

At the end of Q1 2024, 851 institutions reported holding Ste STR SPDR PT DW Eu ETF (SPDW) in their 13F filings. The largest holders were Financial Engines Advisors L.L.C. ($2.1B), Creative Planning ($1.9B) and Allworth Financial LP ($1.0B). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Ste STR SPDR PT DW Eu ETF
Filed as
SPDR INDEX SHS FDS (Q1 2024)
CUSIP
78463X889
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 851Q1 2024Q2 2024: 879Q2 2024Q3 2024: 892Q3 2024Q4 2024: 973Q4 2024Q1 2025: 992Q1 2025Q2 2025: 1,047Q2 2025Q3 2025: 1,069Q3 2025Q4 2025: 1,164Q4 2025Q1 2026: 1,207Q1 2026Q2 2026: 1,234Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions54$58.0M
Exits37$44.2M

Ownership 851 holders

Financial Engines Advisors L.L.C. 4.81% Add +2.1% 59,549,380 $2.1B
Creative Planning 2.11% Reduce -1.2% 53,089,955 $1.9B
Allworth Financial LP 7.18% Add +3.0% 28,337,334 $1.0B
LPL Financial LLC 0.49% Add +2.8% 25,602,228 $917.6M
Auto-Owners Insurance Co 16.65% Add +53.3% 17,576,000 $629.9M
Tiaa Trust, National Association 1.37% Reduce -0.9% 12,479,734 $447.3M
Cwm, LLC 1.73% Add +9.8% 9,915,606 $355.4M
State Street Corp. 0.01% Reduce -7.7% 7,769,852 $278.5M
UBS Group AG 0.09% Reduce -0.1% 7,733,409 $277.2M
Stadion Money Management, LLC 17.24% Reduce -3.7% 7,417,326 $265.8M
Horizon Investments, LLC 5.90% Reduce -2.3% 6,269,802 $224.7M
Envestnet Asset Management Inc. 0.08% Reduce -0.5% 6,088,186 $218.2M
Signature Estate & Investment Advisors LLC 6.02% Reduce -4.6% 5,947,385 $213.2M
Bank of America Corp. 0.02% Add +10.3% 5,576,635 $199.9M
Morgan Stanley 0.01% Add +28.6% 4,767,544 $170.9M
Mariner, LLC 0.35% Add +186.7% 4,702,841 $168.5M
Townsquare Capital LLC 2.42% Add +5.5% 4,619,321 $165.6M
Osaic Holdings, Inc. 0.35% Reduce -0.4% 4,402,646 $157.8M
Truist Financial Corp. 0.21% Add +1.0% 3,883,071 $139.2M
Advisory Alpha, LLC 5.62% Add +27.2% 3,817,466 $136.8M
Ameriprise Financial Inc. 0.04% Add +1.3% 3,736,913 $133.9M
Bank of New York Mellon Corp 0.03% Reduce -4.9% 3,626,177 $130.0M
Gradient Investments LLC 2.54% Reduce -3.3% 3,061,366 $109.7M
Pathstone Holdings, LLC 0.51% Reduce -3.7% 3,012,505 $108.0M
Raymond James Financial Services Advisors, Inc. 0.14% Reduce -15.9% 2,691,981 $96.5M
Advocacy Wealth Management, LLC 7.92% Add +14.6% 2,570,825 $92.1M
Private Advisor Group, LLC 0.66% Add +6.5% 2,548,694 $91.3M
Wilbanks Smith & Thomas Asset Management LLC 2.53% Reduce -0.4% 2,524,853 $90.5M
Equitable Holdings, Inc. 0.98% Add +8.4% 2,436,504 $87.3M
Assetmark, Inc. 0.27% Reduce -8.6% 2,274,265 $81.5M
GeoWealth Management, LLC 3.14% Add +828.0% 2,267,720 $81.3M
McNamara Financial Services, Inc. 15.72% Add +1.7% 2,050,101 $73.5M
Savant Capital, LLC 0.83% Reduce -1.5% 2,006,368 $71.9M
Strategies Wealth Advisors, LLC 10.93% Add +22.3% 1,982,362 $71.0M
AlphaStar Capital Management, LLC 7.09% Add +0.2% 1,924,470 $69.0M
Charles Schwab Investment Management Inc. 0.01% Reduce -6.4% 1,713,081 $61.4M
Cetera Investment Advisers 0.14% Add +199.8% 1,666,768 $59.7M
Envestnet Portfolio Solutions, Inc. 0.22% Add +13.0% 1,664,170 $59.6M
JNBA Financial Advisors 6.18% Add +104.1% 1,640,660 $58.8M
Northwestern Mutual Wealth Management Co. 0.06% Add +265.6% 1,624,614 $58.2M
Park Avenue Securities LLC 0.75% Add +0.7% 1,609,439 $57.7M
KWB Wealth 7.68% Add +24.7% 1,591,899 $57.1M
MML Investors Services, LLC 0.23% Reduce -3.3% 1,587,241 $56.9M
Jane Street Group, LLC 0.07% Reduce -34.0% 1,581,992 $56.7M
Sei Investments Co. 0.08% Reduce -4.2% 1,510,000 $54.1M
Peterson Wealth Advisors, LLC 11.46% Add +0.7% 1,505,195 $53.9M
Rockefeller Capital Management L.P. 0.14% Add +6.1% 1,328,070 $47.6M
Axxcess Wealth Management, LLC 1.32% Add +3.5% 1,294,237 $46.4M
Schneider Downs Wealth Management Advisors, LP 10.55% Add +8.9% 1,277,260 $45.8M
Financial Advisory Group 7.86% Add +5.7% 1,242,649 $44.5M
Capital Asset Advisory Services LLC 2.53% Add +4.6% 1,241,532 $44.1M
Truefg, LLC 16.15% Add +2.5% 1,229,849 $44.1M
Commonwealth Equity Services, LLC 0.07% Add +2.4% 1,212,818 $43.5M
JPMorgan Chase & Co. 0.00% Add +0.4% 1,200,536 $43.0M
Cambridge Investment Research Advisors, Inc. 0.16% Add +8.3% 1,153,747 $41.4M
Clearwater Capital Advisors, LLC 4.21% Reduce -0.1% 1,102,405 $39.5M
Global Strategic Investment Solutions, LLC 4.59% Add +0.3% 1,094,563 $39.2M
Callan Capital, LLC 3.41% Reduce -2.9% 1,082,339 $38.8M
HighTower Advisors, LLC 0.06% Add +3.5% 1,075,768 $38.6M
Stratos Wealth Partners, LTD. 0.64% Add +8.5% 1,073,113 $38.5M
IAG Wealth Partners, LLC 8.16% Reduce -20.6% 1,060,502 $38.0M
Rinkey Investments 12.82% Add +1.7% 981,511 $35.2M
N.E.W. Advisory Services LLC 3.89% Add +2.8% 979,099 $35.1M
IHT Wealth Management, LLC 1.37% Reduce -3.1% 950,018 $34.0M
Ballentine Partners, LLC 0.64% Add +0.2% 946,491 $33.9M
Bristlecone Advisors, LLC 2.96% Add +1.4% 940,249 $33.7M
Boston Standard Wealth Management, LLC 7.59% Add +2.3% 935,755 $33.5M
Wealth Enhancement Advisory Services, LLC 0.09% Reduce -7.9% 924,874 $33.1M
Waller Financial Planning Group, Inc. 8.73% Reduce -26.0% 913,851 $32.8M
Thrivent Financial for Lutherans 0.06% Add +49.8% 899,030 $32.2M
Blueprint Investment Partners LLC 6.19% Add +62.0% 873,894 $31.3M
Edmonds Duncan Registered Investment Advisors, LLC 7.85% Add +1.1% 872,642 $31.3M
OneAscent Financial Services LLC 3.43% Add +24.1% 865,968 $31.0M
US Bancorp \de 0.04% Add +1.8% 848,127 $30.4M
Facet Wealth, Inc. 0.98% Reduce -2.8% 813,420 $29.0M
Auour Investments LLC 10.45% Reduce -0.4% 790,199 $28.3M
Betterment LLC 0.07% Add +52.1% 776,786 $27.8M
Halpern Financial, Inc. 7.68% Add +6.3% 742,034 $26.5M
Goodman Financial Corp 6.03% Add +6.9% 736,688 $26.4M
Meeder Advisory Services, Inc. 2.65% Add +1.1% 727,743 $26.1M
Reston Wealth Management LLC 10.47% Reduce -0.8% 719,385 $25.8M
Brio Consultants, LLC 4.29% Add +0.3% 709,982 $25.4M
Global Retirement Partners, LLC 0.95% Add +10.6% 708,771 $25.4M
Integrated Wealth Concepts LLC 0.37% Reduce -0.6% 704,321 $25.2M
Stifel Financial Corp. 0.03% Add +5.7% 693,709 $24.9M
Great Lakes Advisors, LLC 0.21% Reduce -1.0% 678,506 $24.3M
Fairfield University 20.22% No change 676,577 $24.2M
Wealthcare Advisory Partners LLC 0.79% Add +3.1% 674,974 $24.2M
Wells Fargo & Company 0.01% Add +0.9% 674,834 $24.2M
Pure Financial Advisors, LLC 0.75% Reduce -1.6% 668,247 $23.9M
Higgins & Schmidt Wealth Strategies LLC 17.13% Add +3.9% 648,185 $23.2M
Cerity Partners LLC 0.06% Add +0.6% 647,654 $23.2M
ProVise Management Group, LLC 1.96% Add +4.7% 630,244 $22.6M
JT Stratford LLC 4.50% Add +5.5% 628,466 $22.5M
Merit Financial Group, LLC 0.53% Add +75.2% 622,408 $22.1M
Flagstone Financial Management 8.51% Add +0.2% 614,489 $22.0M
IFP Advisors, Inc 0.93% Add +17.2% 594,059 $21.3M
Proffitt & Goodson Inc. 3.56% Reduce -1.0% 558,641 $20.0M
ERn Financial, LLC 3.44% Add +2.6% 553,152 $19.8M
Atlas Private Wealth Advisors 6.55% Reduce -36.1% 546,909 $19.6M
Garrett Wealth Advisory Group, LLC 7.89% Add +1.1% 537,514 $19.3M
Royal Bank of Canada 0.00% Add +30.4% 529,943 $19.0M
Treasure Coast Financial Planning 12.21% Add +4.9% 521,060 $18.7M
Plante Moran Financial Advisors, LLC 1.94% Reduce -2.5% 504,372 $18.1M
Geneos Wealth Management Inc. 0.83% Add +4.2% 504,283 $18.1M
Aptus Capital Advisors, LLC 0.39% Reduce -18.5% 503,910 $18.1M
Lake Street Advisors Group, LLC 0.84% No change 500,152 $17.9M
Graypoint LLC 1.29% Reduce -14.1% 496,855 $17.8M
Second Line Capital, LLC 5.60% Reduce -37.6% 481,889 $17.3M
Empowered Funds, LLC 0.30% Add +192.4% 470,837 $16.9M
SigFig Wealth Management, LLC 0.60% Reduce -2.8% 488,946 $16.5M
Moss Adams Wealth Advisors LLC 2.62% Add +38.4% 454,813 $16.3M
Leicht Financial Planning & Wealth Management, Inc. 8.84% Add +0.8% 449,721 $16.1M
Knightsbridge Asset Management, LLC 4.61% No change 473,176 $16.1M
Fiduciary Alliance LLC 2.82% Add +0.9% 447,042 $16.0M
Ausdal Financial Partners, Inc. 1.82% Reduce -0.3% 436,727 $15.7M
Iron Horse Wealth Management, LLC 6.19% Add +4.6% 436,672 $15.7M
Good Life Advisors, LLC 1.39% Add +7.8% 436,251 $15.6M
Diversify Advisory Services, LLC 0.92% — 435,619 $15.5M
St Germain D J Co. Inc. 0.75% Reduce -5.6% 430,655 $15.4M
Arq Wealth Advisors, LLC 6.66% Add +12.0% 428,001 $15.3M
GM Advisory Group, LLC 1.06% Reduce -1.7% 421,957 $15.1M
Landmark Wealth Management, LLC 7.00% Reduce -0.2% 421,802 $15.1M
Valmark Advisers, Inc. 0.26% Reduce -0.8% 417,672 $15.0M
Walkner Condon Financial Advisors LLC 3.14% Add +8.9% 412,601 $14.8M
Atria Investments, Inc 0.20% Add +4.2% 411,007 $14.7M
NewEdge Advisors, LLC 0.13% Reduce -0.6% 407,871 $14.6M
First Heartland Consultants, Inc. 1.49% Add +7.6% 399,742 $14.3M
Goldstein Advisors, LLC 2.43% Add +6.1% 396,449 $14.2M
Strategic Financial Partners, Ltd. 7.77% Reduce -20.6% 391,468 $14.0M
Bank Hapoalim BM 1.86% Add +4.1% 384,000 $13.8M
Waverly Advisors, LLC 0.31% New 370,607 $13.3M
Brookstone Capital Management 0.24% Reduce -2.3% 368,947 $13.2M
Corient Private Wealth LP 0.02% Reduce -13.9% 357,704 $12.8M
Debussy Capital Management LP 3.69% Reduce -1.5% 351,406 $12.6M
Strategic Financial Planning, Inc. 9.27% Add +0.0% 345,782 $12.4M
RFG Advisory, LLC 0.42% Add +40.5% 343,540 $12.3M
CGN Advisors LLC 1.52% Add +19.3% 333,681 $12.0M
Wealth Advisors of Iowa, LLC 7.17% Reduce -0.8% 328,791 $11.8M
Snowden Capital Advisors LLC 0.37% Reduce -31.6% 325,924 $11.7M
Trilogy Capital Inc. 0.66% Add +100.5% 322,277 $11.6M
Raymond James & Associates 0.01% Reduce -2.6% 320,182 $11.5M
Invenio Wealth Partners LLC 6.16% Add +47.7% 318,904 $11.4M
Kingsview Wealth Management, LLC 0.28% Add +2.8% 313,532 $11.2M
Orion Porfolio Solutions, LLC 0.12% Reduce -21.5% 312,510 $11.2M
Orion Portfolio Solutions, LLC 0.12% Reduce -21.5% 312,510 $11.2M
Citadel Advisors 0.01% New 310,561 $11.1M
Rodgers & Associates, LTD 1.43% Add +1.9% 310,547 $11.1M
Prime Capital Investment Advisors, LLC 0.15% Add +182.8% 296,301 $10.6M
Horizon Financial Services, LLC 6.76% Add +34.8% 293,601 $10.5M
Gradient Capital Advisors, LLC 3.82% Add +0.9% 290,634 $10.4M
Boltwood Capital Management 3.20% Add +0.6% 287,870 $10.3M
JDM Financial Group LLC 7.44% Add +11.7% 284,693 $10.2M
Values Added Financial LLC 7.86% Add +3.9% 281,393 $10.1M
Ironwood Wealth Management, LLC. 3.27% Reduce -4.9% 281,164 $10.1M
Benjamin F. Edwards & Company, Inc. 0.18% Add +4.7% 279,337 $10.0M
Fidelity D & D Bancorp Inc. 7.51% Add +3.4% 279,049 $10.0M
Integrated Capital Management, Inc. 8.10% Reduce -2.4% 276,431 $9.9M
Berger Financial Group, Inc 0.80% Add +20.1% 272,259 $9.8M
Lifeworks Advisors, LLC 2.70% Add +68.3% 268,587 $9.6M
Wrapmanager Inc. 2.67% Add +25.6% 267,743 $9.6M
SPC Financial, Inc. 0.89% Add +5.2% 264,770 $9.5M
Mercer Global Advisors Inc. 0.03% Add +344.8% 264,288 $9.5M
Fort Point Capital Partners LLC 1.27% Reduce -5.7% 260,615 $9.3M
DORVAL Corp 4.12% Add +1.3% 257,117 $8.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.05% Reduce -39.5% 247,409 $8.9M
Focus Partners Advisor Solutions, LLC 0.25% Add +125.8% 245,154 $8.8M
O'Connor Financial Group LLC 5.23% Add +15.9% 244,868 $8.8M
Scotia Capital Inc. 0.05% Add +1.5% 244,821 $8.8M
CSM Advisors, LLC 0.57% Reduce -9.0% 242,650 $8.7M
OneDigital Investment Advisors LLC 0.14% Reduce -32.8% 241,844 $8.7M
Cascade Financial Partners, LLC 1.25% — 249,438 $8.7M
BIP Wealth, LLC 0.63% Reduce -6.6% 240,591 $8.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.26% Reduce -4.0% 239,624 $8.6M
Simplicity Wealth,LLC 0.20% Add +1068.6% 239,599 $8.6M
NSI Retail Advisors, LLC 1.29% Reduce -9.2% 239,200 $8.6M
Probity Advisors, Inc. 1.75% Add +9.8% 236,654 $8.5M
Partners in Financial Planning 1.85% Reduce -1.2% 231,348 $8.3M
Seven Springs Wealth Group, LLC 3.25% Reduce -1.0% 230,918 $8.3M
Security Financial Services, INC. 1.86% Add +7.0% 230,350 $8.3M
Venturi Wealth Management, LLC 0.52% Reduce -0.6% 225,662 $8.1M
Kestra Advisory Services, LLC 0.05% Reduce -7.7% 223,891 $8.0M
Susquehanna International Group, LLP 0.01% New 222,326 $8.0M
Treynor Bancshares, Inc. 4.60% Add +7.5% 220,863 $7.9M
AIFG Consultants Ltd. 5.70% Add +0.5% 220,640 $7.9M
Brown Financial Advisory 6.14% Reduce -5.2% 220,531 $7.9M
Western Wealth Management, LLC 0.61% Add +3.4% 220,319 $7.9M
Sanchez Wealth Management Group 2.62% Add +4.0% 216,051 $7.7M
Anson Capital, Inc. 11.07% Add +11.6% 214,843 $7.7M
Aspire Private Capital, LLC 2.03% Reduce -15.5% 214,446 $7.7M
Valtinson Bruner Financial Planning LLC 3.23% Add +21.5% 211,204 $7.6M
BayBridge Capital Group, LLC 6.54% Add +3.8% 216,860 $7.5M
New England Capital Financial Advisors LLC 4.23% Add +3.0% 209,279 $7.5M
Rosenberg Matthew Hamilton 2.15% Reduce -0.4% 208,388 $7.4M
Portside Wealth Group, LLC 1.36% Add +4.3% 205,837 $7.4M
Procyon Advisors, LLC 0.57% Add +58.5% 205,486 $7.4M
WCG Wealth Advisors LLC 0.61% Reduce -2.0% 204,605 $7.3M
Diligent Investors, LLC 1.83% Reduce -0.5% 202,842 $7.3M
Towercrest Capital Management 1.21% Reduce -2.2% 199,589 $7.2M
Sensible Financial Planning & Management, LLC. 1.57% Reduce -0.6% 197,680 $7.1M
Atlas Capital Advisors Inc. 1.08% Add +12.0% 193,372 $6.9M
Cresset Asset Management, LLC 0.03% Add +5.0% 188,160 $6.7M
Opes Wealth Management LLC 1.55% Reduce -2.8% 187,797 $6.7M
Obsidian Personal Planning Solutions LLC 4.39% Add +1.0% 193,158 $6.7M
Flagship Harbor Advisors, LLC 0.43% Reduce -1.5% 186,695 $6.7M
CW Advisors, LLC 0.12% Reduce -3.0% 186,461 $6.7M
Aire Advisors, LLC 1.50% Reduce -0.7% 186,222 $6.7M
Aquire Wealth Advisors, LLC 2.32% Reduce -1.8% 185,006 $6.6M
Millington Financial Advisors, LLC 4.71% Add +5.0% 184,349 $6.6M
Harbour Investments, Inc. 0.23% Add +2.9% 184,124 $6.6M
Marathon Strategic Advisors, LLC 8.03% Add +3.7% 184,013 $6.6M
United Capital Financial Advisors, LLC 0.05% Reduce -13.0% 181,020 $6.5M
Pring Turner Capital Group Inc. 4.71% Reduce -31.7% 180,313 $6.5M
Arete Wealth Advisors, LLC 0.59% Add +9.7% 179,616 $6.4M
Atria Wealth Solutions, Inc. 0.07% Add +2.1% 178,063 $6.4M
Mutual Advisors, LLC 0.20% Reduce -33.5% 174,902 $6.3M
Astoria Portfolio Advisors LLC. 2.39% Reduce -33.3% 178,971 $6.2M
Signet Financial Management, LLC 0.85% Add +4.4% 172,176 $6.2M
Cedrus LLC 3.33% Add +8.4% 170,118 $6.1M
Tortoise Investment Management, LLC 0.74% Add +38.8% 169,460 $6.1M
Sentinel Pension Advisors, LLC 1.29% Reduce -1.1% 168,757 $6.0M
Cornerstone Wealth Management, LLC 0.49% Add +7.0% 167,704 $6.0M
Lifestyle Asset Management, Inc. 3.54% Reduce -0.8% 167,139 $6.0M
Systelligence, LLC 1.54% Reduce -0.3% 164,231 $5.9M
Red Wave Investments LLC 2.16% Reduce -4.6% 160,939 $5.8M
JRM Investment Counsel, LLC 2.04% Reduce -0.2% 158,895 $5.7M
Wrenne Financial Planning LLC 4.18% Add +138.6% 157,768 $5.7M
Optimist Retirement Group LLC 2.90% Add +4.0% 157,599 $5.6M
Hibernia Wealth Partners, LLC 3.84% Reduce -26.4% 157,321 $5.6M
ORBA Wealth Advisors, L.L.C. 3.10% Reduce -0.1% 156,322 $5.6M
Cary Street Partners Investment Advisory LLC 0.23% Add +16.6% 154,388 $5.5M
Strategic Financial Concepts, LLC 1.33% Add +14.1% 154,160 $5.5M
XML Financial, LLC 0.57% Add +1.1% 154,073 $5.5M
Buckingham Strategic Wealth, LLC 0.06% Add +0.2% 152,088 $5.5M
Battery Global Advisors, LLC 4.36% No change 149,950 $5.4M
Ignite Planners, LLC 1.50% Add +29.6% 150,358 $5.4M
Connectus Wealth, LLC 0.15% Add +0.7% 149,425 $5.4M
Continuum Advisory, LLC 0.79% Reduce -8.8% 147,504 $5.3M
Pecaut & Co. 1.98% Add +8.9% 147,802 $5.3M
Beacon Pointe Advisors, LLC 0.06% Reduce -2.1% 145,918 $5.2M
Merriman Wealth Management, LLC 0.23% Reduce -4.7% 145,122 $5.2M
Certified Advisory Corp 0.72% Add +3.6% 144,567 $5.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.12% Reduce -15.3% 144,093 $5.2M
Great Valley Advisor Group, Inc. 0.16% Add +1.3% 143,550 $5.1M
PAX Financial Group, LLC 1.03% Reduce -7.0% 143,157 $5.1M
Montz Harcus Wealth Management LLC 3.47% Add +10.5% 143,091 $5.1M
AE Wealth Management LLC 0.06% Reduce -83.1% 141,178 $5.1M
Comerica Bank 0.02% Add +2.9% 139,890 $5.0M
Collaborative Wealth Managment Inc. 2.51% Add +6.7% 139,839 $5.0M
YHB Investment Advisors, Inc. 0.44% Add +10.7% 138,019 $4.9M
NovaPoint Capital, LLC 1.72% Reduce -3.3% 137,094 $4.9M
Gainplan LLC 2.36% Add +7.9% 136,031 $4.9M
Larson Financial Group LLC 0.37% Reduce -6.5% 135,027 $4.8M
Bridge Advisory, LLC 2.38% Add +52.6% 133,748 $4.8M
Petix & Botte Co 1.19% New 133,292 $4.8M
Topel & Distasi Wealth Management, LLC 2.11% No change 133,037 $4.8M
Tranquilli Financial Advisor LLC 3.15% Reduce -3.3% 131,894 $4.7M
Rwa Wealth Partners, LLC 0.06% Add +20.7% 131,632 $4.7M
Venture Visionary Partners LLC 0.22% Reduce -0.2% 131,255 $4.7M
Concord Wealth Partners 0.84% Reduce -15.4% 130,983 $4.7M
Financial Insights, Inc. 1.32% Reduce -12.1% 127,724 $4.6M
Insight Advisors, LLC/ PA 0.89% Add +111.3% 127,229 $4.6M
Sheets Smith Wealth Management 0.51% Reduce 0.0% 127,180 $4.6M
Smartleaf Asset Management LLC 0.86% Add +8.3% 124,437 $4.5M
Vicus Capital 0.41% Reduce -0.8% 124,510 $4.5M
Independent Financial Group, LLC 0.20% Add +119.3% 124,045 $4.4M
Annapolis Financial Services, LLC 1.46% No change 123,333 $4.4M
Intrua Financial, LLC 0.69% Add +1650.6% 122,926 $4.4M
Koshinski Asset Management, Inc. 0.45% New 122,329 $4.4M
Breed's Hill Capital LLC 3.97% Reduce -7.8% 120,321 $4.3M
Simon Quick Advisors, LLC 0.32% Reduce -28.0% 119,266 $4.3M
FSB Premier Wealth Management, Inc. 1.99% Add +0.1% 119,100 $4.3M
Norden Group LLC 0.86% Add +195.9% 118,708 $4.3M
Convergence Financial, LLC 1.74% Add +194.2% 117,668 $4.2M
Clarus Wealth Advisors 2.38% Add +0.6% 119,563 $4.2M
WBH Advisory Inc. 0.43% Add +1.6% 116,272 $4.2M
Heartwood Wealth Advisors LLC 0.51% Reduce -14.8% 115,854 $4.2M
Family Legacy, Inc. 1.46% Reduce -0.6% 113,248 $4.1M
Spire Wealth Management 0.07% Reduce -5.6% 111,446 $4.0M
Heritage Trust Co 0.53% No change 110,003 $3.9M
Captrust Financial Advisors 0.01% Add +6.8% 109,215 $3.9M
Keener Financial Planning LLC 2.69% Reduce -1.3% 109,135 $3.9M
Millennium Management 0.00% Add +164.6% 107,524 $3.9M
Eclectic Associates Inc. 1.75% Reduce -0.3% 107,018 $3.8M
LBMC Investment Advisors, LLC 0.33% Add +75.8% 106,609 $3.8M
Concord Asset Management, LLC 1.00% Reduce -14.1% 106,422 $3.8M
Occidental Asset Management, LLC 0.71% Add +1.9% 105,333 $3.8M
BCS Wealth Management 1.18% Add +9.8% 102,959 $3.7M
Alliance Wealth Management Group 1.05% Reduce -3.0% 99,407 $3.6M
Legacy Private Trust Co. 0.26% Add +11.5% 99,203 $3.6M
Vertex Planning Partners, LLC 0.98% Add +9.1% 98,737 $3.5M
SOL Capital Management CO 0.44% Add +7.0% 98,340 $3.5M
G&S Capital LLC 1.56% Add +9.7% 97,589 $3.5M
Northwest Wealth Management, LLC 0.95% Reduce -10.2% 97,048 $3.5M
Dakota Wealth Management 0.09% Add +28.9% 96,904 $3.5M
American Investment Services, Inc. 0.61% Add +0.4% 96,741 $3.5M
Towerpoint Wealth, LLC 1.74% Reduce -2.1% 96,739 $3.5M
Parallel Advisors, LLC 0.09% Add +2.9% 96,732 $3.5M
Tennessee Valley Asset Management Partners 0.82% Reduce -10.4% 94,547 $3.4M
Belpointe Asset Management LLC 0.25% Add +55.5% 93,831 $3.4M
NBT Bank, N.A. 0.24% Add +15.3% 93,232 $3.3M
Gibbs Wealth Management 1.90% — 92,160 $3.3M
Aerodigm Wealth, LLC 1.33% Reduce -50.0% 91,721 $3.3M
Wealth Quarterback LLC 1.84% Add +16.1% 91,663 $3.3M
Nicolet Advisory Services, LLC 0.33% Reduce -7.4% 91,708 $3.3M
HBW Advisory Services LLC 0.61% No change 95,671 $3.3M
Integrity Wealth Solutions LLC 2.11% Add +1.9% 90,110 $3.2M
Confluence Investment Management LLC 0.04% Add +0.8% 89,434 $3.2M
USAdvisors Wealth Management, LLC 1.20% Add +5.0% 88,409 $3.2M
Life Planning Partners, Inc 3.11% No change 87,061 $3.1M
Meeder Asset Management Inc. 0.19% Reduce -0.5% 85,788 $3.1M
Richardson Financial Services Inc. 2.16% Reduce -5.4% 85,403 $3.1M
Range Financial Group LLC 1.58% Add +8.5% 84,777 $3.0M
Financial Planning & Information Services, Inc. 0.45% Add +7.3% 83,820 $3.0M
Patriot Investment Management Group, Inc. 0.24% No change 83,802 $3.0M
Ervin Investment Management, LLC 2.08% Add +3.0% 82,959 $3.0M
Colton Groome Financial Advisors, LLC 1.19% Reduce -4.4% 82,381 $3.0M
Norway Savings Bank 1.23% Add +5.1% 82,239 $2.9M
FMR LLC 0.00% Add +35.7% 80,946 $2.9M
Stratos Wealth Advisors, LLC 0.17% Reduce -6.3% 80,711 $2.9M
Harbor Advisory Corp. 0.98% No change 80,440 $2.9M
FF Advisors,LLC 1.98% Reduce -0.1% 80,052 $2.9M
CreativeOne Wealth, LLC 0.11% Add +23.2% 79,423 $2.8M
SkyOak Wealth, LLC 0.68% Add +5.0% 79,268 $2.8M
Quent Capital, LLC 0.33% Add +1.6% 78,972 $2.8M
Financial Network Wealth Advisors LLC 2.77% Reduce -0.9% 77,539 $2.8M
Ascent Group, LLC 0.24% Reduce -10.6% 77,120 $2.8M
Equita Financial Network, Inc. 1.24% Add +1.0% 77,101 $2.8M
Butensky & Cohen Financial Security, Inc. 0.85% Add +1.2% 76,062 $2.7M
Csenge Advisory Group 0.15% Add +0.1% 75,568 $2.7M
Cooksen Wealth, LLC 2.82% Add +3.2% 75,534 $2.7M
Vermillion & White Wealth Management Group, LLC 2.16% Reduce -28.4% 75,450 $2.7M
Austin Private Wealth, LLC 0.31% Add +18.7% 74,442 $2.7M
DeDora Capital, Inc. 0.84% No change 73,837 $2.6M
Cary Street Partners Asset Management LLC 0.41% Add +46.7% 73,811 $2.6M
Blue Barn Wealth, LLC 1.47% Reduce -2.1% 73,377 $2.6M
Schechter Investment Advisors, LLC 0.19% New 72,530 $2.6M
Private Trust Co. NA 0.28% Add +1.8% 72,228 $2.6M
HRT Financial LP 0.02% Reduce -36.6% 71,850 $2.6M
McKinley Carter Wealth Services, Inc. 0.17% Reduce -2.5% 71,506 $2.6M
Capital Analysts, LLC 0.12% Add +0.5% 70,740 $2.5M
Raleigh Capital Management Inc. 1.09% Reduce -4.8% 70,668 $2.5M
Baron Financial Group, LLC 1.54% Reduce -4.4% 69,791 $2.5M
Advisor OS, LLC 0.29% Reduce -2.5% 69,644 $2.5M
Aveo Capital Partners, LLC 0.27% Reduce -13.2% 70,120 $2.5M
Lunt Capital Management, Inc. 1.22% Reduce -4.1% 68,811 $2.5M
JFS Wealth Advisors, LLC 0.19% Reduce -0.6% 68,495 $2.5M
Rockbridge Investment Management, LCC 0.36% Reduce -2.0% 68,104 $2.4M
Opus Capital Group, LLC 0.35% Add +17.0% 67,176 $2.4M
Watershed Private Wealth LLC 1.06% Add +20.4% 66,906 $2.4M
Delta Wealth Advisors LLC 2.39% — 64,579 $2.3M
ABLE Financial Group, LLC 0.90% Reduce -0.3% 64,073 $2.3M
GPS Wealth Strategies Group, LLC 0.37% Reduce -6.6% 64,050 $2.3M
Breakwater Investment Management 1.05% — 63,493 $2.3M
ACT Advisors, LLC. 1.23% Reduce -9.1% 62,590 $2.2M
Kohmann Bosshard Financial Services, LLC 0.31% No change 62,291 $2.2M
Steele Capital Management, Inc. 0.13% No change 61,822 $2.2M
Weitzel Financial Services, Inc. 1.12% Reduce -5.3% 62,172 $2.2M
Vista Investment Management 0.89% Add +0.4% 61,251 $2.2M
Farther Finance Advisors, LLC 0.13% Add +42.0% 61,433 $2.2M
Wade Financial Advisory, Inc 0.78% Reduce -0.3% 59,864 $2.1M
LexAurum Advisors, LLC 0.53% Add +0.5% 58,499 $2.1M
Flow Traders U.S. LLC 0.11% New 57,778 $2.1M
Financial Connections Group, Inc. 2.26% Reduce -1.8% 57,635 $2.1M
Lowe Brockenbrough & Co. Inc. 0.14% Add +34.0% 57,530 $2.1M
Bensler, LLC 0.30% Add +3.6% 57,479 $2.1M
Granite Bay Wealth Management, LLC 1.16% Reduce -97.3% 57,010 $2.0M
Cabot Wealth Management Inc. 0.26% Reduce -8.2% 55,625 $2.0M
Paladin Advisory Group, LLC 1.58% Reduce -3.4% 55,871 $2.0M
M&T Bank Corp 0.01% Reduce -28.9% 55,537 $2.0M
Tilson Financial Group, Inc. 1.03% Add +1.1% 53,481 $1.9M
Worth Financial Advisory Group, LLC 1.33% Add +27.9% 53,372 $1.9M
Laurel Wealth Planning LLC 1.27% Reduce -6.5% 53,214 $1.9M
Girard Partners LTD. 0.18% Add +4.0% 53,084 $1.9M
Goldman Sachs Group Inc. 0.00% Reduce -87.4% 50,748 $1.8M
StoneX Group Inc. 0.16% Reduce -6.5% 50,727 $1.8M
Patriot Financial Group Insurance Agency, LLC 0.28% Reduce -4.0% 49,930 $1.8M
PCG Wealth Advisors, LLC 0.85% Reduce -1.0% 49,769 $1.8M
Algorithmic Investment Models, LLC 1.28% Reduce -1.8% 48,452 $1.7M
Grey Street Capital, LLC 0.23% Add +0.3% 48,321 $1.7M
IRON Financial LLC 0.96% Reduce -1.7% 47,871 $1.7M
Stevens Capital Partners 1.02% Add +14.9% 47,870 $1.7M
One Capital Management, LLC 0.06% No change 47,824 $1.7M
Freedom Investment Management, Inc. 0.14% Reduce -4.5% 47,588 $1.7M
Trinity Wealth Management, LLC 0.87% Add +3.2% 47,189 $1.7M
EP Wealth Advisors, LLC 0.02% Reduce -6.5% 47,011 $1.7M
Compound Planning, Inc. 0.15% Add +7.5% 46,484 $1.7M
First Manhattan Co. Llc. 0.01% Reduce -4.4% 46,481 $1.7M
Sage Mountain Advisors LLC 0.17% Add +12.1% 46,145 $1.7M
Global Financial Private Client, LLC 0.71% Add +0.5% 46,144 $1.6M
Apella Capital, LLC 0.08% Reduce -1.3% 45,034 $1.6M
Bluespring Wealth Management, LLC 0.17% No change 44,364 $1.6M
Pallas Capital Advisors LLC 0.07% Reduce -1.6% 44,359 $1.6M
Alliance Wealth Advisors, LLC 0.47% Add +7.0% 44,313 $1.6M
Wealthspire Retirement, LLC 0.14% Reduce -5.4% 44,143 $1.6M
Richard P Slaughter Associates Inc 0.38% Reduce -34.6% 44,098 $1.6M
True North Advisors, LLC 0.43% Reduce -33.1% 43,969 $1.6M
KLR Investment Advisors, LLC 1.14% Reduce -13.6% 45,428 $1.6M
Blair William & Co. 0.00% Add +3.4% 43,691 $1.6M
Composition Wealth, LLC 0.04% Reduce -2.7% 43,669 $1.6M
First Horizon Advisors, Inc. 0.05% Reduce -25.0% 42,664 $1.5M
Ashton Thomas Private Wealth, LLC 0.09% Add +12.5% 42,414 $1.5M
North Star Asset Management Inc. 0.07% Add +91.2% 42,400 $1.5M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +0.5% 42,043 $1.5M
Avior Wealth Management, LLC 0.07% Add +27.9% 41,845 $1.5M
TKG Advisors, LLC 0.83% Add +22.5% 41,441 $1.5M
Qube Research & Technologies Ltd 0.00% Add +1010.4% 41,195 $1.5M
Sigma Planning Corp 0.05% Add +281.0% 41,191 $1.5M
Lanark Financial, Inc. 0.14% Add +61.7% 40,565 $1.5M
MCF Advisors LLC 0.11% Reduce -8.6% 40,066 $1.4M
CoreCap Advisors, LLC 0.08% Add +20.8% 39,938 $1.4M
Outlook Wealth Advisors, LLC 0.44% Reduce -8.2% 39,522 $1.4M
Clarkston Capital Partners, LLC 0.03% No change 39,500 $1.4M
Ballast Advisors LLC 0.47% Reduce -3.5% 39,292 $1.4M
Moneco Advisors, LLC 0.22% Reduce -6.4% 39,183 $1.4M
Avantax Advisory Services, Inc. 0.01% Add +0.6% 38,501 $1.4M
FWG Investments, LLC. 1.48% Add +21.2% 38,131 $1.4M
World Equity Group, Inc. 0.28% Reduce -1.7% 37,439 $1.3M
McNaughton Wealth Management, LLC 0.73% Reduce -5.6% 36,917 $1.3M
Balboa Wealth Partners 0.42% Add +25.1% 36,445 $1.3M
Financial Advocates Investment Management 0.08% Reduce -7.9% 36,345 $1.3M
FirstPurpose Wealth LLC 0.46% Add +2.1% 36,286 $1.3M
Triad Wealth Partners, LLC 0.97% — 35,353 $1.3M
Baltimore-Washington Financial Advisors, Inc. 0.08% Reduce -0.1% 35,015 $1.3M
Canal Capital Management, LLC 0.21% Reduce -2.9% 34,954 $1.3M
Modera Wealth Management, LLC 0.02% Add +3.8% 34,626 $1.2M
Courier Capital LLC 0.09% Add +0.2% 34,497 $1.2M
Colonial River Investments, LLC 0.69% Reduce -14.9% 34,321 $1.2M
Balentine LLC 0.04% Reduce -79.0% 34,217 $1.2M
Howard Financial Services, LTD. 0.21% No change 34,105 $1.2M
Sterling Wealth Management, Inc. 0.61% No change 34,044 $1.2M
Tyche Wealth Partners LLC 0.29% Add +26.3% 32,621 $1.2M
Stablepoint Partners, LLC 0.24% Add +35.2% 32,550 $1.2M
Better Money Decisions, LLC 0.92% Add +1.9% 32,474 $1.2M
Phillips Financial Management, LLC 0.10% No change 32,373 $1.2M
Keystone Wealth Services, LLC 0.38% Add +0.6% 32,235 $1.2M
Premier Path Wealth Partners, LLC 0.22% Reduce -6.3% 32,159 $1.2M
LWM Advisory Services, LLC 0.92% Reduce -19.4% 32,051 $1.1M
German American Bancorp, Inc. 0.14% No change 31,453 $1.1M
Rehmann Capital Advisory Group 0.08% Reduce -3.0% 30,981 $1.1M
Salomon & Ludwin, LLC 0.10% Add +12.4% 30,929 $1.1M
MGB Wealth Management, LLC 0.45% Add +5.2% 30,902 $1.1M
Mgo One Seven LLC 0.06% Add +5.8% 30,793 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -1.7% 30,720 $1.1M
Drive Wealth Management, LLC 0.31% Reduce -9.3% 30,533 $1.1M
Advisory Services Network, LLC 0.02% Add +59.3% 30,477 $1.1M
BSW Wealth Partners 0.18% Reduce -12.0% 30,338 $1.1M
Two Sigma Securities, LLC 0.05% New 30,178 $1.1M
Nwam LLC 0.09% Reduce -5.9% 30,083 $1.1M
Perennial Investment Advisors, LLC 0.16% Add +4.0% 29,809 $1.1M
Greenleaf Trust 0.01% No change 29,759 $1.1M
Dravo Bay LLC 0.63% Reduce -0.7% 29,487 $1.1M
Aletheian Wealth Advisors LLC 0.57% Reduce -0.8% 29,446 $1.1M
Apollon Wealth Management, LLC 0.03% Add +1.0% 29,268 $1.0M
Baker Tilly Wealth Management, LLC 0.18% Reduce -37.7% 28,397 $1.0M
Fifth Third Bancorp 0.00% No change 27,679 $992K
MidAtlantic Capital Management, Inc. 0.87% No change 27,637 $990K
Zhang Financial LLC 0.07% Add +18.8% 27,422 $983K
Altrius Capital Management Inc 0.25% Reduce -3.4% 27,402 $982K
Howard Wealth Management, LLC 0.80% Reduce -1.5% 27,280 $978K
Morling Financial Advisors, LLC 0.55% Reduce -0.9% 26,969 $967K
Freestone Capital Holdings, LLC 0.04% No change 26,736 $958K
Seaside Wealth Management, Inc. 0.41% No change 26,579 $953K
Curi Capital, LLC 0.02% Add +1.9% 26,340 $944K
Allen Capital Group, LLC 0.14% Add +0.4% 26,276 $942K
Advisor Resource Council 0.40% Reduce -82.7% 27,457 $936K
Jackson Creek Investment Advisors LLC 0.33% Reduce -4.0% 25,821 $925K
Narus Financial Partners, LLC 0.39% Reduce -0.9% 25,807 $925K
Northern Trust Corp. 0.00% Add +1.0% 25,742 $923K
Kathleen S. Wright Associates Inc. 0.43% Reduce -8.2% 25,733 $922K
TFB Advisors LLC 0.33% Add +3.7% 26,512 $917K
WealthCare Investment Partners, LLC 0.44% Add +2.3% 25,584 $917K
United Asset Strategies, Inc. 0.09% Reduce -30.8% 25,345 $908K
Triumph Capital Management 0.37% Reduce -0.2% 25,407 $907K
Krilogy Financial LLC 0.07% No change 24,972 $895K
AdvisorNet Financial, Inc 0.09% Add +0.9% 24,892 $892K
Oxinas Partners, LLC 0.57% Add +23.9% 24,623 $882K
Redwood Financial Network Corp 0.76% Reduce -1.7% 24,426 $875K
Integrated Investment Consultants, LLC 0.24% No change 24,369 $873K
Wallace Advisory Group, LLC 0.65% Reduce -8.7% 25,362 $863K
MBM Wealth Consultants, LLC 0.30% Add +4.5% 23,997 $860K
Keystone Financial Group 0.13% Add +11.3% 23,854 $855K
Glen Eagle Advisors, LLC 0.16% Add +0.1% 23,596 $846K
ICA Group Wealth Management, LLC 0.17% Add +5.2% 23,531 $843K
Dorsey & Whitney Trust CO LLC 0.06% No change 23,530 $843K
Bokf, NA 0.02% No change 23,597 $842K
Advisors Management Group Inc. 0.21% Add +3.6% 23,254 $833K
WealthShield Partners, LLC 0.13% Reduce -0.3% 23,180 $831K
Sequent Asset Management, LLC 0.44% Reduce -0.3% 23,129 $829K
Lumbard & Kellner, LLC 0.40% Reduce -51.1% 22,978 $824K
IFG Advisors, LLC 0.21% No change 22,654 $812K
Janney Montgomery Scott LLC 0.00% Add +7.0% 22,636 $811K
First Trust Direct Indexing L.P. 0.06% Add +2.4% 22,265 $798K
REAP Financial Group, LLC 0.22% Reduce -14.8% 22,026 $789K
Fisher Asset Management 0.00% Add +53.4% 21,970 $787K
Lockerman Financial Group, Inc. 1.51% Add +22.8% 21,967 $787K
Strategic Blueprint, LLC 0.06% Reduce -2.4% 21,909 $785K
J.W. Cole Advisors, Inc. 0.04% Reduce -5.2% 21,825 $782K
Prudential Financial Inc. 0.00% Add +4.6% 21,705 $778K
Kelly Financial Services LLC 0.30% Reduce -13.8% 21,618 $775K
Acorn Financial Advisory Services Inc. 0.14% Reduce -17.4% 21,161 $758K
Colonial Trust Co / SC 0.14% Reduce -0.5% 21,149 $758K
Gateway Wealth Partners, LLC 0.27% Reduce -54.7% 20,926 $750K
Destiny Capital Corp 0.52% No change 20,843 $747K
Rooted Wealth Advisors, Inc. 0.37% Reduce -1.2% 21,074 $747K
Great Diamond Partners, LLC 0.17% Add +4.7% 20,724 $743K
Codex Capital, L.L.C. 0.36% No change 22,500 $732K
Upper Left Wealth Management, LLC 0.68% No change 20,392 $731K
Professional Financial Advisors, LLC 0.21% Reduce -12.7% 20,202 $724K
McClarren Financial Advisors, Inc. 0.52% Reduce -0.8% 20,176 $724K
Redwood Investment Management, LLC 0.07% Reduce -17.0% 20,136 $722K
Bison Wealth, LLC 0.12% Reduce -1.2% 20,117 $721K
Gladstone Institutional Advisory LLC 0.04% New 20,048 $719K
Virtue Capital Management, LLC 0.13% Reduce -53.7% 20,564 $717K
Partnership Wealth Management, LLC 0.50% Add +6.4% 19,746 $708K
Exencial Wealth Advisors, LLC 0.03% Reduce -0.9% 19,667 $705K
BCK Partners, Inc. 0.38% Reduce -8.0% 19,633 $704K
Balanced Wealth Group LLC 0.31% No change 19,260 $692K
River Street Advisors LLC 0.46% Add +5.6% 19,144 $686K
Franklin Resources Inc. 0.00% Reduce -2.7% 19,061 $683K
Wellington Wealth Strategies, LLC. 0.32% Reduce -51.0% 18,957 $679K
Capital Planning Advisors, LLC 0.12% Add +16.3% 18,898 $677K
Epic Trust Investment Advisors, LLC 0.83% Add +9.8% 18,795 $674K
Legacy Edge Advisors, LLC 0.14% Reduce -0.8% 18,696 $670K
Stone Summit Wealth LLC 0.23% Reduce -1.8% 18,683 $670K
Detalus Advisors, LLC 0.24% Add +10.7% 18,579 $666K
PFG Advisors 0.05% Add +65.7% 18,500 $663K
Keybank National Association 0.00% Reduce -1.4% 18,253 $654K
New Republic Capital, LLC 0.41% No change 18,200 $652K
Money Concepts Capital Corp. 0.06% Add +45.4% 18,191 $652K
Zacks Investment Management 0.01% Add +3.7% 18,057 $647K
Port Capital LLC 0.03% No change 18,000 $645K
Cannon Financial Strategists, Inc. 0.13% No change 17,802 $638K
Coppell Advisory Solutions Corp. 0.12% — 17,745 $636K
Accel Wealth Management 0.27% Reduce -0.6% 17,694 $634K
Householder Group Estate & Retirement Specialist, LLC 0.19% Add +7.1% 17,689 $634K
Acropolis Investment Management, LLC 0.04% No change 17,688 $634K
Sequoia Financial Advisors, LLC 0.01% Add +13.1% 17,555 $629K
M Holdings Securities, Inc. 0.11% No change 17,551 $629K
Strategic Investment Advisors / MI 0.08% Reduce -23.7% 17,479 $626K
Baird Financial Group, Inc. 0.00% Reduce -34.5% 17,346 $622K
Altus Wealth Group LLC 0.31% New 17,216 $617K
Vanguard Personalized Indexing Management, LLC 0.01% New 17,157 $615K
Perigon Wealth Management, LLC 0.02% Reduce -6.5% 17,087 $612K
Concourse Financial Group Securities, Inc. 0.04% Add +0.1% 16,874 $605K
PNC Financial Services Group, Inc. 0.00% Reduce -3.6% 16,724 $599K
LVM Capital Management Ltd. 0.07% No change 16,650 $597K
Richard W. Paul & Associates, LLC 0.24% Reduce -12.6% 16,618 $596K
Tidemark, LLC 0.33% Add +85.5% 16,540 $593K
Astoria Strategic Wealth, Inc. 0.19% Add +3.5% 16,360 $586K
Advance Capital Management, Inc. 0.04% Add +15.4% 16,274 $583K
Key Financial Inc 0.15% Add +64.7% 16,125 $578K
Wedmont Private Capital 0.04% No change 16,017 $572K
Kingswood Wealth Advisors, LLC 0.07% New 15,798 $566K
Calton & Associates, Inc. 0.27% Reduce -0.4% 15,713 $563K
Cedar Point Capital Partners, LLC 0.43% Add +11.5% 15,705 $563K
Running Point Capital Advisors, LLC 0.25% Reduce -0.1% 15,622 $560K
TLWM 0.12% Reduce -6.8% 15,584 $559K
GHP Investment Advisors, Inc. 0.03% Reduce -3.6% 15,509 $556K
DHK Financial Advisors, Inc. 0.39% No change 15,500 $556K
Evergreen Capital Management LLC 0.02% No change 15,228 $546K
Glass Jacobson Investment Advisors llc 0.20% Add +17.1% 15,186 $544K
Sowell Financial Services LLC 0.03% Add +9.0% 15,050 $539K
Resurgent Financial Advisors LLC 0.29% Reduce -16.3% 14,971 $537K
Laidlaw Wealth Management LLC 0.30% Add +9.3% 14,939 $535K
Whittier Trust Co. 0.01% No change 14,917 $535K
Austin Wealth Management, LLC 0.13% Reduce -6.1% 14,637 $529K
Foundations Investment Advisors, LLC 0.01% Add +8.4% 14,752 $529K
B. Riley Wealth Advisors, Inc. 0.01% No change 16,874 $523K
Fairhaven Wealth Management, LLC 0.18% Reduce -1.9% 14,581 $523K
Evanson Asset Management, LLC 0.04% Reduce -8.3% 14,511 $520K
Independent Advisor Alliance 0.02% New 14,366 $515K
Yoder Wealth Management, Inc. 0.33% No change 14,300 $513K
Flynn Zito Capital Management, LLC 0.26% Reduce -4.0% 14,290 $512K
Seeds Investor LLC 0.47% Add +18.3% 14,240 $510K
Coordinated Financial Services, Inc. 0.45% — 14,097 $505K
Regal Investment Advisors LLC 0.03% Add +3.0% 14,019 $502K
Howard Capital Management Group, LLC 0.04% New 13,938 $500K
IVC Wealth Advisors LLC 0.29% Reduce -2.8% 13,935 $499K
Rf&l Wealth Management, LLC 0.38% Reduce -2.5% 13,927 $499K
Harbor Investment Advisory, LLC 0.05% No change 13,919 $499K
Main Street Financial Solutions, LLC 0.05% No change 13,684 $490K
Anchor Investment Management, LLC 0.05% No change 13,667 $490K
Lantz Financial LLC 0.16% Reduce -0.6% 13,666 $490K
Argent Trust Co 0.02% Reduce -11.5% 13,607 $488K
Kingfisher Capital LLC 0.12% No change 13,458 $482K
Dopkins Wealth Management, LLC 0.29% New 13,388 $480K
Mission Wealth Management, LP 0.01% New 13,232 $474K
My Legacy Advisors, LLC 0.16% Reduce -16.7% 13,211 $473K
Shepherd Financial Partners LLC 0.06% No change 12,998 $466K
Financial Management Network Inc. 0.12% New 13,149 $465K
Strategic Wealth Partners, Ltd. 0.05% Add +1.4% 12,844 $460K
Canvas Wealth Advisors, LLC 0.15% No change 13,392 $458K
Highland Capital Management, LLC 0.03% Reduce -1.3% 12,780 $458K
Warren Street Wealth Advisors, LLC 0.23% Add +4.7% 12,690 $455K
Glassman Wealth Services 0.09% Add +9.1% 12,684 $455K
Pinnacle Family Advisors, LLC 0.24% Add +0.1% 12,641 $453K
Castleview Partners, LLC 0.25% Add +18.6% 12,603 $452K
Gryphon Financial Partners LLC 0.08% Reduce -87.6% 12,525 $449K
Cardiff Park Advisors, LLC 0.04% No change 12,397 $444K
Conservest Capital Advisors, Inc. 0.04% No change 12,122 $434K
Prosperity Financial Group, Inc. 0.27% Add +42.3% 12,025 $431K
Kavar Capital Partners Group, LLC 0.08% Reduce -50.0% 11,890 $426K
Formidable Asset Management, LLC 0.07% Reduce -50.6% 11,849 $425K
Bill Few Associates, Inc. 0.17% Add +19.6% 11,812 $423K
Southland Equity Partners LLC 0.12% Add +42.6% 11,801 $423K
Avantax Planning Partners, Inc. 0.01% New 11,616 $416K
Investments & Financial Planning, LLC 0.28% Reduce -4.4% 11,559 $414K
Prevail Innovative Wealth Advisors, LLC 0.15% Add +50.1% 11,501 $412K
Fernwood Investment Management, LLC 0.12% Add +2.6% 11,401 $409K
International Private Wealth Advisors LLC 0.79% Reduce -96.0% 11,390 $408K
Financial Advisory Partners, LLC 0.16% Add +6.5% 11,374 $408K
Moisand Fitzgerald Tamayo, LLC 0.06% Reduce -1.9% 11,331 $406K
Focus Partners Wealth 0.00% New 11,208 $402K
Visionary Wealth Advisors 0.03% Add +2.4% 10,986 $394K
Peirce Capital Management, LLC 0.22% No change 10,963 $393K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -12.9% 10,896 $391K
Nottingham Advisors, Inc. 0.05% Add +8.5% 10,871 $390K
Stephens Inc. 0.01% Add +4.2% 10,770 $386K
Smith, Moore & Co. 0.04% Reduce -2.3% 10,704 $384K
Beaumont Financial Advisors, LLC 0.03% Reduce -0.6% 10,643 $381K
FSA Advisors, Inc. 0.41% Reduce -11.8% 10,560 $378K
Leo Wealth, LLC 0.04% No change 10,490 $376K
Ameritas Advisory Services, LLC 0.02% Add +29.8% 10,568 $375K
SlateStone Wealth, LLC 0.04% Reduce -3.8% 10,467 $375K
Alta Wealth Advisors LLC 0.19% Add +1.2% 10,367 $372K
Northwest Capital Management Inc 0.12% Add +0.9% 10,260 $368K
Pacifica Partners Inc. 0.16% Reduce -23.1% 10,160 $362K
Richardson Capital Management LLC 0.29% No change 10,006 $359K
Cassaday & Co Wealth Management LLC 0.01% Add +20.5% 9,947 $357K
Orleans Capital Management Corp. 0.23% No change 9,875 $354K
Absolute Capital Management, LLC 0.22% Reduce -8.0% 9,824 $352K
Jones Financial Companies LLLP 0.00% Add +11.0% 9,684 $347K
Burney Co./ 0.01% Reduce -7.6% 9,513 $341K
OMNI 360 Wealth, Inc. 0.28% Add +3.8% 9,503 $341K
Pineridge Advisors LLC 0.12% Reduce -7.3% 9,495 $340K
Acorn Wealth Advisors, LLC 0.18% No change 9,448 $339K
American Trust 0.03% Reduce -1.7% 9,350 $335K
MB Generational Wealth, LLC 0.26% Reduce -27.5% 9,132 $334K
Retirement Planning Group, LLC 0.03% Add +23.3% 9,313 $334K
MBB Public Markets I LLC 0.02% Reduce -96.1% 9,300 $333K
Naples Global Advisors, LLC 0.03% No change 9,255 $332K
MBL Wealth, LLC 0.04% Add +3.5% 9,250 $332K
Sensible Money, LLC 0.18% Add +19.2% 9,214 $330K
Lincoln Capital Corp. 0.14% Add +3.8% 9,207 $330K
Iams Wealth Management, LLC 0.20% New 9,395 $325K
Financial Strategies Group, Inc. 0.09% Reduce -1.1% 9,082 $324K
Benjamin Edwards Inc. 0.06% Add +4.5% 9,035 $324K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -1.7% 9,032 $324K
Veery Capital, LLC 0.13% Add +17.8% 9,030 $324K
Firethorn Wealth Partners, LLC 0.19% New 8,982 $322K
Moneta Group Investment Advisors LLC 0.01% Add +6.3% 8,964 $321K
Old Second National Bank of Aurora 0.08% Reduce -18.0% 8,953 $321K
Madden Advisory Services, Inc. 0.17% No change 8,939 $320K
Vantage Investment Partners, LLC 0.03% Reduce -16.8% 8,905 $319K
WealthPLAN Partners, LLC 0.03% No change 8,881 $318K
M3 Advisory Group, LLC 0.29% No change 8,852 $317K
Meritage Portfolio Management 0.02% No change 8,850 $317K
SFG Wealth Management, LLC. 0.19% Reduce -15.7% 8,839 $317K
WNY Asset Management, LLC 0.05% Reduce -5.7% 8,819 $316K
Wealthfront Advisers LLC 0.00% Add +27.4% 8,784 $315K
Leverty Financial Group, LLC 0.19% Add +2.0% 8,671 $311K
Clarity Capital Advisors, LLC 0.25% No change 8,596 $308K
Steel Grove Capital Advisors, LLC 0.04% No change 8,500 $305K
Bank of Hawaii 0.01% Reduce -1.1% 8,498 $305K
HUB Investment Partners, LLC 0.02% Add +7.2% 8,497 $305K
Lodestone Wealth Management LLC 0.16% Reduce -3.7% 8,445 $303K
REDW Wealth LLC 0.08% Reduce -0.4% 8,279 $297K
Bank of Nova Scotia 0.00% New 8,025 $288K
Kestra Private Wealth Services, LLC 0.01% Reduce -18.7% 8,032 $288K
Aspen Wealth Management LLC 0.11% Reduce -39.1% 7,979 $286K
Lincoln National Corp. 0.00% Add +21.9% 7,928 $284K
Baker Avenue Asset Management, LP 0.01% No change 7,899 $283K
Spectrum Asset Management, Inc. (NB/CA) 0.12% No change 7,885 $283K
Annex Advisory Services, LLC 0.01% Reduce -6.5% 7,849 $281K
JGP Wealth Management, LLC 0.04% Add +3.1% 7,784 $279K
HM Payson & Co. 0.01% No change 7,764 $278K
Sabal Trust CO 0.02% New 7,730 $277K
Valeo Financial Advisors, LLC 0.01% New 7,944 $277K
Tranquility Partners, LLC 0.11% No change 7,667 $275K
Transcend Capital Advisors, LLC 0.02% Add +13.8% 7,596 $272K
Forza Wealth Management, LLC 0.14% No change 7,545 $270K
Claro Advisors Inc. 0.05% No change 7,522 $270K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 7,500 $269K
Fortress Wealth Management, Inc. 0.14% New 7,490 $268K
OLIO Financial Planning 0.11% No change 7,844 $267K
Onyx Bridge Wealth Group LLC 0.05% Add +9.1% 7,561 $264K
Hutchens & Kramer Investment Management Group, LLC 0.16% Reduce -3.7% 7,402 $264K
MA Private Wealth 0.05% No change 7,240 $259K
Encompass More Asset Management 0.21% Reduce -64.9% 7,222 $259K
McAdam, LLC 0.02% No change 7,222 $259K
Wealth Architects, LLC 0.03% No change 7,188 $258K
Linscomb Wealth, Inc. 0.01% Add +7.8% 7,127 $255K
Cypress Financial Planning LLC 0.12% New 7,116 $255K
Cape Investment Advisory, Inc. 0.12% Add +34.8% 7,084 $254K
Client 1ST Advisory Group, LLC 0.11% Reduce -4.3% 7,058 $253K
Ellevest, Inc. 0.02% No change 7,014 $251K
D.A. Davidson & Co. 0.00% Add +11.2% 6,989 $250K
Smith Salley Wealth Management 0.02% No change 6,880 $247K
Checchi Capital Advisers, LLC 0.02% No change 6,872 $246K
InterOcean Capital Group, LLC 0.01% No change 6,843 $245K
Telos Capital Management, Inc. 0.03% Reduce -0.1% 6,818 $244K
Pinnacle Financial Partners Inc 0.01% Reduce -34.0% 6,738 $241K
American Institute for Advanced Investment Management, LLP 0.19% Add +4.9% 6,730 $241K
Caprock Group, LLC 0.01% No change 6,730 $241K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -17.0% 6,716 $241K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -10.2% 6,708 $240K
O'shaughnessy Asset Management, LLC 0.00% Add +17.5% 6,700 $240K
NorthCoast Asset Management LLC 0.00% Reduce -2.2% 6,686 $240K
Financial Futures Ltd Liability Co. 0.16% No change 6,629 $238K
Brighton Jones LLC 0.01% New 6,452 $231K
New Perspectives, Inc 0.13% — 6,376 $229K
Peterson Wealth Management 0.17% New 6,375 $228K
Charles Schwab Investment Advisory, Inc. 0.00% Reduce -5.1% 6,369 $228K
Cannell & Spears LLC 0.00% No change 6,332 $227K
Capital CS Group, LLC 0.23% Add +0.3% 6,315 $226K
MAI Capital Management 0.00% No change 6,297 $226K
Ballast, Inc. 0.07% Add +1.6% 6,232 $223K
Focus Financial Network, Inc. 0.01% — 6,513 $223K
Stonehearth Capital Management, LLC 0.10% Reduce -0.8% 6,198 $222K
Independence Bank of Kentucky 0.07% No change 6,096 $218K
True Wealth Design, LLC 0.05% No change 6,049 $217K
FSA Wealth Management LLC 0.09% Add +0.3% 6,003 $215K
Strategic Equity Management 0.18% New 5,986 $215K
MSH Capital Advisors LLC 0.08% No change 5,985 $215K
F/m Investments LLC 0.14% Reduce -6.3% 5,972 $213K
Mountain Capital Investment Advisors Inc. 0.06% Reduce -0.0% 5,954 $213K
Traction Financial Partners, LLC 0.17% New 5,898 $212K
Benedetti & Gucer, Inc. 0.11% Reduce -46.5% 5,909 $212K
Raymond James Trust N.A. 0.01% New 5,880 $211K
Cutler Investment Counsel LLC 0.03% New 5,840 $209K
Nicholas Hoffman & Company, LLC. 0.01% New 5,791 $208K
Cambridge Advisors Inc. 0.05% New 5,747 $206K
Verus Capital Partners, LLC 0.02% Reduce -3.4% 5,744 $206K
Summit Investment Advisory Services, LLC 0.12% New 5,743 $206K
Signal Advisors Wealth, LLC 0.05% Reduce -8.3% 5,735 $206K
FreeGulliver LLC 0.18% New 5,717 $205K
Wolff Financial Management LLC 0.06% New 5,685 $204K
Oarsman Capital, Inc. 0.05% Reduce -39.8% 5,635 $202K
Capital Investment Advisory Services, LLC 0.02% Add +1.6% 5,616 $201K
Maripau Wealth Management LLC 0.15% Reduce -10.5% 5,596 $201K
Nordwand Advisors, LLC 0.08% No change 5,571 $200K
NorthRock Partners, LLC 0.01% Add +12.6% 5,388 $193K
Signaturefd, LLC 0.00% No change 5,362 $192K
Fairman Group, LLC 0.18% No change 5,296 $190K
Quadrant Capital Group LLC 0.01% Reduce -1.9% 5,180 $186K
Balefire, LLC 0.06% Reduce -18.8% 4,866 $174K
Caitlin John, LLC 0.13% Reduce -0.0% 4,761 $171K
Valley Wealth Managers, Inc. 0.01% Reduce -2.1% 4,701 $168K
Realta Investment Advisors 0.03% New 4,514 $162K
Financial Gravity Asset Management, Inc. 0.04% Reduce -98.0% 4,620 $157K
Mather Group, Llc. 0.00% Reduce -30.3% 4,564 $155K
Steward Partners Investment Advisory, LLC 0.00% No change 4,179 $150K
Deutsche Bank AG 0.00% No change 4,047 $145K
Sanctuary Wealth Management, L.L.C. 0.12% No change 4,044 $145K
Orion Capital Management LLC 0.07% No change 3,847 $138K
Bank of Montreal 0.00% Reduce -92.3% 3,682 $132K
Arcadia Investment Advisors LLC 0.07% No change 3,215 $115K
Westside Investment Management, Inc. 0.02% No change 2,793 $100K
Coston, McIsaac & Partners 0.03% No change 2,813 $100K
Citigroup Inc. 0.00% Reduce -5.0% 2,779 $100K
Founders Financial Alliance, LLC 0.03% Add +5.8% 2,709 $97K
Evermay Wealth Management LLC 0.01% No change 2,663 $95K
Silver Oak Securities, Incorporated 0.01% Reduce -88.7% 2,527 $91K
Carmichael Hill & Associates, Inc. 0.04% No change 2,440 $87K
CIBC Private Wealth Group LLC 0.00% Reduce -59.5% 2,440 $87K
Grove Bank & Trust 0.01% No change 2,385 $85K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,351 $84K
Abound Wealth Management 0.03% Reduce -6.1% 2,350 $84K
WealthCollab, LLC 0.05% No change 2,051 $74K
Rothschild Investment LLC 0.00% New 1,749 $63K
Creative Financial Designs Inc. 0.01% Reduce -31.9% 1,736 $62K
Annis Gardner Whiting Capital Advisors, LLC 0.02% New 1,680 $60K
PrairieView Partners, LLC 0.01% Reduce -9.6% 1,662 $60K
FinTrust Capital Advisors, LLC 0.01% No change 1,517 $54K
FAS Wealth Partners, Inc. 0.00% Add +33.4% 1,450 $52K
BlackRock Inc. 0.00% New 1,384 $50K
Colonial Trust Advisors 0.00% New 1,381 $49K
PFG Private Wealth Management, LLC 0.03% No change 1,173 $42K
Bare Financial Services, Inc 0.04% New 1,210 $42K
Frazier Financial Advisors, LLC 0.03% Reduce -40.6% 1,163 $42K
Crewe Advisors LLC 0.00% Add +37733.3% 1,135 $41K
Cherry Tree Wealth Management, LLC 0.01% No change 1,118 $40K
Tyler-Stone Wealth Management 0.02% Add +100.2% 1,111 $40K
Strengthening Families & Communities, LLC 0.02% No change 1,052 $38K
Riggs Asset Managment Co. Inc. 0.01% No change 1,045 $37K
Tower Research Capital LLC (TRC) 0.00% New 1,028 $37K
Carolinas Wealth Consulting LLC 0.01% New 987 $35K
First PREMIER Bank 0.01% No change 909 $33K
MilWealth Group LLC 0.01% No change 851 $31K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -30.6% 839 $30K
PSI Advisors, LLC 0.01% No change 793 $28K
Bessemer Group Inc. 0.00% No change 780 $28K
Future Financial Wealth Managment LLC 0.02% New 745 $27K
Blue Trust, Inc. 0.00% Add +355.5% 665 $24K
Sandy Spring Bank 0.00% New 661 $24K
CarsonAllaria Wealth Management, Ltd. 0.01% Add +59.0% 647 $23K
Caldwell Sutter Capital, Inc. 0.01% Add +3.2% 607 $22K
Oxford Financial Group, LTD. LLC 0.00% Reduce -98.7% 606 $22K
Front Row Advisors LLC 0.01% Add +49.8% 602 $22K
Main Street Group, LTD 0.01% No change 600 $21K
Bogart Wealth, LLC 0.00% No change 569 $20K
Sunbelt Securities, Inc. 0.00% Reduce -30.9% 540 $19K
Abich Financial Wealth Management LLC 0.01% No change 535 $19K
EverSource Wealth Advisors, LLC 0.00% Add +880.0% 539 $19K
Sound Income Strategies, LLC 0.00% No change 498 $18K
Ancora Advisors LLC 0.00% Add +21.9% 485 $17K
Transcendent Capital Group LLC 0.01% No change 483 $17K
Tsfg, LLC 0.00% Reduce -87.3% 470 $17K
Valley National Advisers Inc. 0.00% No change 486 $17K
Horizons Wealth Management 0.01% No change 498 $17K
Covestor Ltd 0.01% Add +8.8% 445 $16K
Global Wealth Strategies & Associates 0.01% New 442 $16K
AllSquare Wealth Management LLC 0.01% No change 410 $15K
M&R Capital Management Inc. 0.00% No change 405 $15K
Davis Capital Management 0.01% No change 404 $14K
GW&K Investment Management, LLC 0.00% Reduce -26.8% 390 $14K
Tower View Wealth Management LLC 0.01% New 377 $14K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 377 $14K
Lindbrook Capital, LLC 0.00% No change 343 $12K
Voisard Asset Management Group, Inc. 0.01% No change 339 $12K
Investment Research & Advisory Group, Inc. 0.01% No change 330 $12K
Retirement Group, LLC 0.00% No change 300 $11K
UMB Bank, n.a. 0.00% No change 297 $11K
First Command Advisory Services, Inc. 0.00% New 278 $10K
Element Wealth, LLC 0.01% No change 260 $9K
Private Ocean, LLC 0.00% Add +50.9% 252 $9K
Impact Partnership Wealth, LLC 0.00% Reduce -68.6% 218 $8K
Arax Advisory Partners 0.00% Reduce -69.7% 198 $7K
Evensky & Katz LLC 0.00% No change 190 $7K
Oakworth Capital, Inc. 0.00% Reduce -63.4% 192 $7K
Anfield Capital Management, LLC 0.00% New 187 $7K
Principal Securities, Inc. 0.00% Reduce -91.5% 185 $7K
Hexagon Capital Partners LLC 0.00% Add +112.8% 166 $6K
Mma Asset Management LLC 0.00% New 155 $6K
Tradewinds Capital Management, LLC 0.00% New 140 $5K
Luken Investment Analytics, LLC 0.00% Reduce -98.5% 119 $4K
Maryland Capital Advisors Inc. 0.00% No change 117 $4K
Wetzel Investment Advisors, Inc. 0.00% No change 117 $4K
Mb, Levis & Associates, LLC 0.00% No change 93 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 89 $3K
Hantz Financial Services, Inc. 0.00% No change 91 $3K
FSC Wealth Advisors, LLC 0.00% No change 82 $3K
Farmers & Merchants Investments Inc. 0.00% No change 74 $3K
Winch Advisory Services, LLC 0.00% No change 59 $2K
Hanson & Doremus Investment Management 0.00% New 69 $2K
Hoey Investments, Inc. 0.00% No change 21 $753
Clearstead Advisors, LLC 0.00% No change 15 $540
Tucker Asset Management LLC 0.00% No change 9 $323
Beacon Capital Management, LLC 0.00% Reduce -97.9% 9 $323
Your Advocates Ltd., LLP 0.00% No change 1 $36

"% of holder's portfolio" is SPDW's weight in each manager's 13F, not the share of Ste STR SPDR PT DW Eu ETF the manager owns.