Ste STR SPDR PT DW Eu ETFSPDWETF

13F holders, Q2 2024 (June 30)
879holders +28
55new positions
34sold out
5famous investors
$35.03avg. 13F price*

At the end of Q2 2024, 879 institutions reported holding Ste STR SPDR PT DW Eu ETF (SPDW) in their 13F filings, up 28 from Q1 2024. 55 opened new positions and 34 sold out. The largest holders were Financial Engines Advisors L.L.C. ($2.1B), Creative Planning ($1.9B) and Allworth Financial LP ($1.0B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Ste STR SPDR PT DW Eu ETF
Filed as
SPDR INDEX SHS FDS (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions55$78.9M
Exits34$41.1M

All 13F filers, Q1 2024 → Q2 2024: 36,003,879 shares bought and 19,094,181 shares sold, net +16,909,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 879 holders

Financial Engines Advisors L.L.C. 4.71% Add +1.4% 60,390,427 $2.1B
Creative Planning 2.00% Add +0.4% 53,287,260 $1.9B
Allworth Financial LP 6.75% Add +3.4% 29,291,113 $1.0B
LPL Financial LLC 0.49% Add +8.8% 27,846,706 $976.9M
Auto-Owners Insurance Co 16.29% No change 17,576,000 $616.6M
Tiaa Trust, National Association 1.38% Add +2.4% 12,775,751 $448.2M
State Street Corp. 0.02% Add +56.0% 12,124,874 $425.3M
Cwm, LLC 1.74% Add +6.1% 10,518,779 $369.0M
UBS Group AG 0.09% Add +11.2% 8,598,772 $301.6M
Envestnet Asset Management Inc. 0.08% Add +6.5% 6,485,274 $227.5M
Horizon Investments, LLC 5.85% Reduce -3.8% 6,029,133 $211.5M
Morgan Stanley 0.02% Add +24.5% 5,936,308 $208.2M
Stadion Money Management, LLC 15.71% Reduce -26.2% 5,472,243 $192.0M
Bank of America Corp. 0.02% Reduce -6.3% 5,228,369 $183.4M
Mariner, LLC 0.33% Add +3.0% 4,846,205 $170.0M
Townsquare Capital LLC 2.31% Add +4.3% 4,818,313 $169.0M
Osaic Holdings, Inc. 0.38% Add +3.9% 4,572,079 $160.4M
Advisory Alpha, LLC 5.57% Add +5.5% 4,028,690 $141.3M
Ameriprise Financial Inc. 0.04% Add +0.8% 3,766,259 $132.1M
Bank of New York Mellon Corp 0.02% Reduce -1.5% 3,573,306 $125.4M
Assetmark, Inc. 0.35% Add +43.5% 3,262,614 $114.5M
Gradient Investments LLC 2.51% Add +4.3% 3,191,657 $112.0M
Pathstone Holdings, LLC 0.47% Reduce -1.4% 2,970,376 $104.2M
Raymond James Financial Services Advisors, Inc. 0.14% Add +3.5% 2,786,626 $97.8M
Equitable Holdings, Inc. 1.02% Add +13.6% 2,767,350 $97.1M
Stifel Financial Corp. 0.10% Add +282.4% 2,652,961 $93.1M
Advocacy Wealth Management, LLC 7.67% Add +3.1% 2,649,547 $92.9M
Clearstead Advisors, LLC 1.52% Add +16955440.0% 2,543,331 $89.2M
Private Advisor Group, LLC 0.59% Reduce -1.2% 2,518,969 $88.4M
Savant Capital, LLC 0.85% Add +20.5% 2,418,018 $84.8M
Strategies Wealth Advisors, LLC 12.16% Add +20.1% 2,380,864 $83.5M
Envestnet Portfolio Solutions, Inc. 0.28% Add +39.8% 2,326,437 $81.6M
GeoWealth Management, LLC 3.47% Add +0.2% 2,272,001 $79.7M
McNamara Financial Services, Inc. 16.22% Add +6.7% 2,186,423 $76.7M
Wealth Enhancement Advisory Services, LLC 0.18% Add +128.7% 2,115,420 $74.2M
JNBA Financial Advisors 7.54% Add +24.3% 2,038,451 $71.5M
Park Avenue Securities LLC 0.74% Add +7.5% 1,729,818 $60.7M
Cetera Investment Advisers 0.14% Add +2.7% 1,711,556 $60.0M
Northwestern Mutual Wealth Management Co. 0.06% Reduce -0.7% 1,613,165 $56.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -6.2% 1,606,822 $56.4M
KWB Wealth 7.67% Reduce -2.2% 1,556,526 $55.8M
Benjamin F. Edwards & Company, Inc. 0.97% Add +462.6% 1,571,651 $55.1M
Peterson Wealth Advisors, LLC 11.38% Add +2.8% 1,546,868 $54.3M
Axxcess Wealth Management, LLC 1.42% Add +14.6% 1,483,463 $52.0M
Sei Investments Co. 0.07% Reduce -2.0% 1,479,484 $51.9M
Betterment LLC 0.13% Add +77.7% 1,380,571 $48.4M
Capital Asset Advisory Services LLC 2.55% Add +6.6% 1,323,751 $47.1M
JPMorgan Chase & Co. 0.00% Add +9.9% 1,319,733 $46.3M
Schneider Downs Wealth Management Advisors, LP 10.23% Add +2.6% 1,311,081 $46.0M
MML Investors Services, LLC 0.18% Reduce -18.1% 1,299,812 $45.6M
Rockefeller Capital Management L.P. 0.13% Reduce -2.6% 1,293,729 $45.4M
Truefg, LLC 15.86% Add +1.8% 1,251,647 $43.9M
Commonwealth Equity Services, LLC 0.07% Add +2.9% 1,247,644 $43.8M
Cambridge Investment Research Advisors, Inc. 0.16% Add +3.9% 1,198,190 $42.0M
Atlas Private Wealth Advisors 6.47% Add +107.5% 1,134,662 $39.8M
Stratos Wealth Partners, LTD. 0.64% Add +5.0% 1,126,387 $39.5M
HighTower Advisors, LLC 0.06% Add +4.5% 1,124,035 $39.5M
IAG Wealth Partners, LLC 7.69% Add +2.8% 1,090,340 $38.2M
Clearwater Capital Advisors, LLC 4.04% Reduce -1.5% 1,086,324 $38.1M
Global Strategic Investment Solutions, LLC 4.58% Reduce -1.3% 1,080,296 $37.9M
Callan Capital, LLC 3.10% Reduce -0.8% 1,074,000 $37.7M
Rinkey Investments 12.61% Add +1.9% 1,000,125 $35.1M
AlphaStar Capital Management, LLC 3.17% Reduce -49.2% 977,890 $34.3M
Ballentine Partners, LLC 0.62% Add +1.6% 962,104 $33.8M
Signature Estate & Investment Advisors LLC 0.84% Reduce -84.0% 952,303 $33.4M
Blueprint Investment Partners LLC 7.18% Add +8.2% 945,203 $33.2M
Boston Standard Wealth Management, LLC 7.26% Add +0.6% 941,380 $33.0M
Bristlecone Advisors, LLC 2.81% Reduce -0.1% 939,702 $33.0M
Meeder Advisory Services, Inc. 2.33% Add +28.8% 937,425 $32.9M
IHT Wealth Management, LLC 1.20% Reduce -3.1% 920,170 $32.3M
Kestra Advisory Services, LLC 0.18% Add +309.5% 916,855 $32.2M
Waller Financial Planning Group, Inc. 8.46% Reduce -1.8% 897,091 $31.5M
Integrated Wealth Concepts LLC 0.43% Add +27.1% 895,176 $31.4M
Global Retirement Partners, LLC 0.98% Add +25.8% 891,411 $31.3M
US Bancorp \de 0.04% Add +2.6% 870,358 $30.5M
Edmonds Duncan Registered Investment Advisors, LLC 7.29% Reduce -2.4% 852,162 $29.9M
Confluence Investment Management LLC 0.42% Add +819.4% 822,215 $28.8M
Auour Investments LLC 10.50% Add +1.7% 803,475 $28.2M
Halpern Financial, Inc. 7.73% Add +8.1% 802,371 $28.1M
Thrivent Financial for Lutherans 0.06% Reduce -11.6% 794,922 $27.9M
OneAscent Financial Services LLC 3.79% Reduce -10.4% 776,008 $27.2M
Facet Wealth, Inc. 0.83% Reduce -6.7% 759,052 $27.0M
Goodman Financial Corp 6.01% Add +4.5% 769,735 $27.0M
Reston Wealth Management LLC 10.38% Add +2.8% 739,746 $26.0M
Wealthcare Advisory Partners LLC 0.79% Add +7.4% 725,135 $25.4M
Wells Fargo & Company 0.01% Add +5.6% 712,323 $25.0M
N.E.W. Advisory Services LLC 2.69% Reduce -27.4% 710,433 $24.9M
Brio Consultants, LLC 4.09% Reduce -0.3% 707,865 $24.8M
JT Stratford LLC 4.62% Add +12.4% 706,516 $24.8M
ProVise Management Group, LLC 2.05% Add +8.8% 685,793 $24.1M
Cerity Partners LLC 0.06% Add +4.4% 676,379 $23.7M
Higgins & Schmidt Wealth Strategies LLC 16.77% Add +2.3% 662,964 $23.3M
IFP Advisors, Inc 0.92% Add +11.6% 662,647 $23.2M
Merit Financial Group, LLC 0.51% Add +5.2% 654,522 $23.0M
Pure Financial Advisors, LLC 0.63% Reduce -2.9% 648,717 $22.8M
Flagstone Financial Management 8.15% Add +1.6% 624,457 $21.9M
ERn Financial, LLC 3.60% Add +11.8% 618,429 $21.7M
Garrett Wealth Advisory Group, LLC 7.55% Add +9.2% 586,877 $20.6M
Great Lakes Advisors, LLC 0.18% Reduce -15.3% 574,857 $20.2M
NewEdge Advisors, LLC 0.14% Add +38.7% 565,626 $19.8M
Knightsbridge Asset Management, LLC 4.68% Add +12.4% 532,045 $18.7M
Proffitt & Goodson Inc. 3.26% Reduce -5.6% 527,465 $18.5M
Geneos Wealth Management Inc. 0.82% Add +4.3% 526,142 $18.5M
Aptus Capital Advisors, LLC 0.35% Add +4.0% 524,189 $18.4M
Treasure Coast Financial Planning 11.80% Reduce -2.1% 510,187 $17.9M
Second Line Capital, LLC 5.42% Add +4.7% 504,640 $17.7M
Good Life Advisors, LLC 1.45% Add +15.0% 501,861 $17.6M
Graypoint LLC 1.21% Add +0.1% 497,574 $17.5M
Lake Street Advisors Group, LLC 0.82% Reduce -3.2% 484,337 $17.0M
Walkner Condon Financial Advisors LLC 3.66% Add +17.2% 483,473 $17.0M
SigFig Wealth Management, LLC 0.63% Add +1.6% 496,712 $16.9M
Atria Investments, Inc 0.21% Add +12.9% 464,204 $16.3M
Fairfield University 11.84% Reduce -32.5% 457,009 $16.0M
Leicht Financial Planning & Wealth Management, Inc. 8.49% Add +1.1% 454,572 $15.9M
CGN Advisors LLC 1.83% Add +34.6% 449,315 $15.8M
Iron Horse Wealth Management, LLC 6.02% Add +2.8% 449,056 $15.8M
Moss Adams Wealth Advisors LLC 2.18% Reduce -1.8% 446,641 $15.7M
Ausdal Financial Partners, Inc. 1.65% Add +1.1% 441,551 $15.5M
Plante Moran Financial Advisors, LLC 1.55% Reduce -12.5% 441,433 $15.5M
Aspire Private Capital, LLC 3.95% Add +103.9% 437,205 $15.3M
Fiduciary Alliance LLC 2.49% Reduce -2.6% 435,255 $15.3M
Arq Wealth Advisors, LLC 6.59% Add +1.4% 433,915 $15.2M
Sanctuary Advisors, LLC 0.11% — 433,937 $15.2M
Royal Bank of Canada 0.00% Reduce -18.7% 430,931 $15.1M
Landmark Wealth Management, LLC 11.61% Add +0.7% 424,821 $14.9M
First Heartland Consultants, Inc. 1.46% Add +5.0% 419,558 $14.7M
Valmark Advisers, Inc. 0.25% Reduce -0.1% 417,088 $14.6M
GM Advisory Group, LLC 0.93% Reduce -3.0% 409,388 $14.4M
Goldstein Advisors, LLC 2.38% Add +2.3% 405,397 $14.2M
St Germain D J Co. Inc. 0.68% Reduce -7.0% 400,684 $14.1M
Strategic Financial Partners, Ltd. 7.71% Add +2.0% 399,334 $14.0M
Bank Hapoalim BM 1.99% No change 384,000 $13.5M
Waverly Advisors, LLC 0.26% Add +3.1% 382,198 $13.4M
Strategic Financial Planning, Inc. 9.59% Add +9.6% 378,884 $13.3M
RFG Advisory, LLC 0.42% Add +5.7% 363,143 $12.7M
Trilogy Capital Inc. 0.69% Add +11.7% 359,926 $12.6M
Invenio Wealth Partners LLC 6.24% Add +12.6% 359,090 $12.6M
Debussy Capital Management LP 3.54% Add +0.9% 354,438 $12.4M
Corient Private Wealth LP 0.02% Reduce -3.8% 344,191 $12.1M
Lifeworks Advisors, LLC 3.34% Add +27.5% 342,400 $12.0M
Berger Financial Group, Inc 0.95% Add +25.4% 341,438 $12.0M
Raymond James & Associates 0.01% Add +4.9% 335,967 $11.8M
Snowden Capital Advisors LLC 0.35% Add +2.8% 334,915 $11.7M
Diversify Wealth Management, LLC 1.45% — 346,696 $11.7M
Procyon Advisors, LLC 0.86% Add +61.1% 331,129 $11.6M
Orion Porfolio Solutions, LLC 0.12% Add +5.5% 329,671 $11.6M
Orion Portfolio Solutions, LLC 0.12% Add +5.5% 329,671 $11.6M
Landmark Wealth Management, Inc. 6.34% New 328,101 $11.5M
Mason & Associates, LLC 3.78% New 327,942 $11.5M
Kingsview Wealth Management, LLC 0.27% Add +2.1% 320,066 $11.2M
Rodgers & Associates, LTD 1.44% Add +2.6% 318,489 $11.2M
Brookstone Capital Management 0.18% Reduce -17.2% 305,581 $11.1M
JDM Financial Group LLC 7.39% Add +9.5% 311,841 $10.9M
Horizon Financial Services, LLC 6.70% Add +3.0% 302,275 $10.6M
Values Added Financial LLC 7.59% Add +6.7% 300,209 $10.5M
Sanchez Wealth Management Group 3.38% Add +37.6% 297,194 $10.4M
Truist Financial Corp. 0.02% Reduce -92.4% 295,280 $10.4M
Gradient Capital Advisors, LLC 3.66% Add +0.4% 291,816 $10.2M
Signet Financial Management, LLC 1.35% Add +65.5% 284,881 $10.0M
Boltwood Capital Management 3.09% Reduce -2.2% 281,625 $9.9M
SPC Financial, Inc. 0.91% Add +5.4% 278,976 $9.8M
Fidelity D & D Bancorp Inc. 7.39% Reduce -0.4% 278,035 $9.8M
DORVAL Corp 4.22% Add +2.7% 264,120 $9.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.06% Add +10.3% 272,986 $9.6M
Integrated Capital Management, Inc. 7.62% Reduce -1.5% 272,391 $9.6M
Ironwood Wealth Management, LLC. 3.09% Reduce -4.0% 269,923 $9.5M
Wrapmanager Inc. 2.60% Add +0.1% 268,023 $9.4M
Municipal Employees' Retirement System of Michigan 0.13% New 267,051 $9.4M
Probity Advisors, Inc. 1.94% Add +12.7% 266,624 $9.4M
Diversify Advisory Services, LLC 0.51% Reduce -40.0% 261,180 $9.3M
Roble, Belko & Company, Inc 1.53% New 259,870 $9.1M
Simplicity Wealth,LLC 0.21% Add +8.3% 259,585 $9.1M
Harbour Investments, Inc. 0.30% Add +37.6% 253,455 $8.9M
Cascade Financial Partners, LLC 1.17% Add +1.5% 253,230 $8.9M
O'Connor Financial Group LLC 5.09% Add +1.9% 249,609 $8.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.26% Add +3.1% 246,975 $8.7M
Scotia Capital Inc. 0.05% Reduce -0.1% 244,499 $8.6M
CSM Advisors, LLC 0.60% No change 242,650 $8.5M
Leslie Global Wealth, LLC 4.94% — 241,209 $8.5M
Focus Partners Advisor Solutions, LLC 0.22% Reduce -1.7% 241,093 $8.5M
Fort Point Capital Partners LLC 1.08% Reduce -7.9% 239,989 $8.4M
NSI Retail Advisors, LLC 1.47% No change 239,200 $8.4M
Western Wealth Management, LLC 0.62% Add +7.9% 237,665 $8.3M
Sensible Financial Planning & Management, LLC. 1.79% Add +19.6% 236,397 $8.3M
Partners in Financial Planning 1.77% Add +0.5% 232,481 $8.2M
TPG Financial Advisors, LLC 3.82% — 229,926 $8.1M
Seven Springs Wealth Group, LLC 3.20% Reduce -1.4% 227,754 $8.0M
BayBridge Capital Group, LLC 6.19% Add +4.0% 225,600 $7.9M
Venturi Wealth Management, LLC 0.46% Reduce -1.0% 223,348 $7.8M
Hobbs Group Advisors, LLC 2.96% — 222,011 $7.8M
Brown Financial Advisory 5.94% Reduce -0.1% 220,220 $7.7M
Portside Wealth Group, LLC 1.44% Add +4.6% 215,251 $7.6M
Valtinson Bruner Financial Planning LLC 3.00% Add +1.9% 215,247 $7.6M
Security Financial Services, INC. 1.63% Reduce -7.2% 213,837 $7.5M
Atlas Capital Advisors Inc. 0.97% Add +10.3% 213,196 $7.5M
New England Capital Financial Advisors LLC 4.17% Add +1.7% 212,798 $7.5M
Rosenberg Matthew Hamilton 2.15% Reduce -0.7% 206,993 $7.3M
Hibernia Wealth Partners, LLC 2.52% Add +31.2% 206,372 $7.2M
Obsidian Personal Planning Solutions LLC 4.37% Add +5.7% 204,067 $7.2M
Brown Financial Advisors 3.18% — 202,950 $7.1M
AIFG Consultants Ltd. 5.24% Reduce -8.9% 200,959 $7.0M
Diligent Investors, LLC 1.74% Reduce -1.3% 200,180 $7.0M
BIP Wealth, LLC 0.57% Reduce -17.8% 197,664 $6.9M
Towercrest Capital Management 1.14% Reduce -1.1% 197,318 $6.9M
Orin Green Financial, LLC 3.13% New 193,932 $6.8M
Cresset Asset Management, LLC 0.03% Add +1.2% 190,348 $6.7M
Atria Wealth Solutions, Inc. 0.07% Add +6.1% 188,932 $6.6M
Marathon Strategic Advisors, LLC 7.74% Add +2.6% 188,828 $6.6M
Cary Street Partners Investment Advisory LLC 0.27% Add +22.1% 188,443 $6.6M
Flagship Harbor Advisors, LLC 0.40% Add +0.9% 188,415 $6.6M
Millington Financial Advisors, LLC 4.57% Add +1.9% 187,815 $6.6M
Mutual Advisors, LLC 0.20% Add +6.0% 185,460 $6.6M
Jane Street Group, LLC 0.01% Reduce -88.1% 187,551 $6.6M
Aire Advisors, LLC 1.48% Reduce -0.8% 184,698 $6.5M
Arete Wealth Advisors, LLC 0.53% Add +2.9% 184,852 $6.5M
Cornerstone Wealth Management, LLC 0.49% Add +9.3% 183,289 $6.4M
Tortoise Investment Management, LLC 0.73% Add +8.0% 183,001 $6.4M
AE Wealth Management LLC 0.06% Add +28.9% 182,006 $6.4M
Aquire Wealth Advisors, LLC 2.12% Reduce -2.8% 179,868 $6.3M
Pring Turner Capital Group Inc. 4.40% Reduce -0.3% 179,685 $6.3M
Insight Advisors, LLC/ PA 1.15% Add +40.5% 178,689 $6.3M
Cedrus LLC 3.13% Add +4.8% 178,240 $6.3M
United Capital Financial Advisors, LLC 0.05% Reduce -1.9% 177,650 $6.2M
Focus Partners Wealth 0.02% Add +1481.8% 177,289 $6.2M
CW Advisors, LLC 0.10% Reduce -6.4% 174,480 $6.1M
Comerica Bank 0.03% Add +24.4% 173,963 $6.1M
Sentinel Pension Advisors, LLC 1.26% Add +2.9% 173,646 $6.1M
Cornerstone Advisors Asset Management, LLC 1.72% New 173,352 $6.1M
Ignite Planners, LLC 1.46% Add +11.0% 166,833 $6.0M
Avior Wealth Management, LLC 0.25% Add +302.1% 168,245 $5.9M
Empowered Funds, LLC 0.10% Reduce -65.0% 164,680 $5.8M
Independent Financial Group, LLC 0.23% Add +30.8% 162,299 $5.7M
Red Wave Investments LLC 2.09% Add +0.4% 161,638 $5.7M
Lifestyle Asset Management, Inc. 3.24% Reduce -3.7% 160,968 $5.6M
Opes Wealth Management LLC 1.18% Reduce -14.3% 160,932 $5.6M
ORBA Wealth Advisors, L.L.C. 2.91% Add +2.5% 160,251 $5.6M
Optimist Retirement Group LLC 2.94% Add +1.2% 159,547 $5.6M
XML Financial, LLC 0.56% Add +3.5% 159,445 $5.6M
Convergence Financial, LLC 1.47% Add +34.9% 158,699 $5.6M
Wrenne Financial Planning LLC 3.82% Add +0.1% 157,914 $5.5M
Continuum Advisory, LLC 0.79% Add +6.2% 156,611 $5.5M
Systelligence, LLC 1.46% Reduce -4.9% 156,119 $5.5M
JRM Investment Counsel, LLC 1.97% Reduce -2.0% 155,784 $5.5M
Anson Capital, Inc. 5.31% Reduce -28.6% 153,366 $5.4M
Great Valley Advisor Group, Inc. 0.15% Add +6.5% 152,869 $5.4M
Raleigh Capital Management Inc. 2.28% Add +115.6% 152,351 $5.3M
Battery Global Advisors, LLC 3.50% Add +0.6% 150,890 $5.3M
Buckingham Strategic Wealth, LLC 0.05% Reduce -1.3% 150,079 $5.3M
Pecaut & Co. 1.96% Reduce -0.2% 147,544 $5.2M
HRT Financial LP 0.03% Add +105.0% 147,280 $5.2M
Montz Harcus Wealth Management LLC 3.34% Add +2.5% 146,658 $5.1M
Certified Advisory Corp 0.64% Add +1.1% 146,150 $5.1M
Collaborative Wealth Managment Inc. 2.51% Add +4.5% 146,121 $5.1M
Astoria Portfolio Advisors LLC. 1.82% Reduce -19.0% 144,897 $5.1M
Merriman Wealth Management, LLC 0.22% Reduce -1.3% 143,213 $5.0M
Beacon Pointe Advisors, LLC 0.06% Reduce -2.3% 142,588 $5.0M
PAX Financial Group, LLC 0.98% Reduce -0.6% 142,354 $5.0M
Rwa Wealth Partners, LLC 0.07% Add +7.6% 141,607 $5.0M
Dakota Wealth Management 0.12% Add +45.9% 141,362 $5.0M
Gibbs Wealth Management 2.00% Add +52.9% 140,943 $4.9M
Bridge Advisory, LLC 2.42% Add +4.6% 139,945 $4.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.10% Reduce -3.9% 138,413 $4.9M
YHB Investment Advisors, Inc. 0.42% Reduce -0.2% 137,765 $4.8M
Tranquilli Financial Advisor LLC 3.21% Add +3.6% 136,684 $4.8M
NovaPoint Capital, LLC 1.63% Reduce -0.3% 136,722 $4.8M
Gainplan LLC 2.30% Reduce -0.1% 135,875 $4.8M
Topel & Distasi Wealth Management, LLC 2.05% No change 133,037 $4.7M
Sheets Smith Wealth Management 0.55% Add +3.8% 132,053 $4.6M
Venture Visionary Partners LLC 0.22% Add +0.3% 131,659 $4.6M
Strategic Financial Concepts, LLC 2.66% Add +797.3% 1,383,326 $4.6M
Smartleaf Asset Management LLC 0.74% Add +4.1% 129,569 $4.5M
Larson Financial Group LLC 0.31% Reduce -4.7% 128,638 $4.5M
Financial Insights, Inc. 1.23% Reduce -1.0% 126,433 $4.4M
Vicus Capital 0.40% Add +1.4% 126,253 $4.4M
Delta Wealth Advisors LLC 4.32% Add +94.7% 125,702 $4.4M
Koshinski Asset Management, Inc. 0.40% Add +0.2% 122,593 $4.4M
Richardson Financial Services Inc. 3.14% Add +45.6% 124,369 $4.4M
Annapolis Financial Services, LLC 1.41% Add +0.8% 124,269 $4.4M
Mattson Financial Services, LLC 1.55% — 124,014 $4.4M
Concord Wealth Partners 0.76% Reduce -6.0% 123,088 $4.3M
Belpointe Asset Management LLC 0.30% Add +30.5% 122,413 $4.3M
Clarus Wealth Advisors 2.26% Reduce -1.5% 117,755 $4.3M
FSB Premier Wealth Management, Inc. 1.92% Add +1.7% 121,117 $4.2M
Aveo Capital Partners, LLC 0.48% Add +72.0% 120,619 $4.2M
Breed's Hill Capital LLC 3.74% No change 120,321 $4.2M
WBH Advisory Inc. 0.42% Add +1.0% 117,387 $4.1M
Heartwood Wealth Advisors LLC 0.49% No change 115,854 $4.1M
Mercer Global Advisors Inc. 0.01% Reduce -56.2% 115,817 $4.1M
Family Legacy, Inc. 1.45% Add +1.9% 115,339 $4.0M
BCS Wealth Management 1.90% Add +7.9% 111,074 $3.9M
One Capital Management, LLC 0.13% Add +132.1% 110,997 $3.9M
Heritage Trust Co 0.51% No change 110,003 $3.9M
Keener Financial Planning LLC 2.50% Reduce -0.1% 109,052 $3.8M
Spire Wealth Management 0.13% Reduce -2.4% 108,829 $3.8M
LBMC Investment Advisors, LLC 0.33% Add +1.1% 107,790 $3.8M
Captrust Financial Advisors 0.01% Reduce -1.4% 107,705 $3.8M
Simon Quick Advisors, LLC 0.26% Reduce -10.6% 106,665 $3.7M
Eclectic Associates Inc. 1.66% Reduce -0.6% 106,351 $3.7M
Cary Street Partners Asset Management LLC 0.55% Add +43.6% 105,999 $3.7M
Austin Private Wealth, LLC 0.40% Add +41.9% 105,634 $3.7M
Vertex Planning Partners, LLC 0.95% Add +5.7% 104,398 $3.7M
G&S Capital LLC 1.59% Add +3.3% 100,823 $3.7M
Concord Asset Management, LLC 0.90% Reduce -2.5% 103,817 $3.6M
Ascent Group, LLC 0.30% Add +34.1% 103,416 $3.6M
Symphony Financial, Ltd. Co. 0.66% New 103,057 $3.6M
Treynor Bancshares, Inc. 3.77% Reduce -53.4% 102,875 $3.6M
FMR LLC 0.00% Add +23.7% 100,150 $3.5M
SOL Capital Management CO 0.42% Add +1.5% 99,800 $3.5M
CreativeOne Wealth, LLC 0.18% Add +24.6% 98,976 $3.5M
Prime Capital Investment Advisors, LLC 0.05% Reduce -66.6% 98,962 $3.5M
Alliance Wealth Management Group 0.98% Reduce -1.4% 98,032 $3.4M
Occidental Asset Management, LLC 0.60% Reduce -7.0% 97,977 $3.4M
HBW Advisory Services LLC 0.56% Add +1.1% 96,684 $3.4M
Towerpoint Wealth, LLC 1.68% Reduce -0.7% 96,041 $3.4M
Benjamin Edwards Inc. 0.64% Add +956.0% 95,413 $3.3M
American Investment Services, Inc. 0.59% Reduce -2.1% 94,699 $3.3M
Norway Savings Bank 1.89% Add +14.7% 94,291 $3.3M
Legacy Private Trust Co. 0.23% Reduce -5.3% 93,923 $3.3M
Northwest Wealth Management, LLC 0.85% Reduce -3.8% 93,349 $3.3M
Parallel Advisors, LLC 0.08% Reduce -3.5% 93,299 $3.3M
Csenge Advisory Group 0.18% Add +22.4% 92,486 $3.2M
Aerodigm Wealth, LLC 1.48% No change 91,721 $3.2M
Tennessee Valley Asset Management Partners 0.59% Reduce -4.6% 90,235 $3.2M
Integrity Wealth Solutions LLC 2.04% Reduce -0.8% 89,437 $3.1M
Smith Thornton Advisors LLC 2.31% — 89,375 $3.1M
Wealth Quarterback LLC 1.76% Reduce -3.3% 88,661 $3.1M
Nicolet Advisory Services, LLC 0.30% Reduce -6.4% 85,830 $3.1M
Flputnam Investment Management Co. 0.06% New 87,491 $3.1M
Life Planning Partners, Inc 2.77% No change 87,061 $3.1M
Stratos Wealth Advisors, LLC 0.15% Add +6.5% 85,957 $3.0M
NBT Bank, N.A. 0.21% Reduce -8.7% 85,157 $3.0M
Range Financial Group LLC 1.52% Add +0.4% 85,083 $3.0M
Granite Bay Wealth Management, LLC 1.59% Add +48.8% 84,817 $3.0M
FF Advisors,LLC 2.09% Add +5.5% 84,492 $3.0M
Ervin Investment Management, LLC 2.05% Add +1.5% 84,184 $3.0M
Patriot Investment Management Group, Inc. 0.23% Add +0.2% 83,947 $2.9M
Financial Planning & Information Services, Inc. 0.45% Reduce -0.9% 83,042 $2.9M
WCG Wealth Advisors LLC 0.21% Reduce -59.7% 82,464 $2.9M
OneDigital Investment Advisors LLC 0.04% Reduce -66.4% 81,355 $2.9M
Harbor Advisory Corp. 0.97% No change 80,440 $2.8M
SkyOak Wealth, LLC 0.65% Add +0.7% 79,845 $2.8M
Quent Capital, LLC 0.31% Add +0.3% 79,235 $2.8M
Blue Barn Wealth, LLC 1.51% Add +5.4% 77,353 $2.7M
Financial Network Wealth Advisors LLC 2.02% Reduce -0.6% 77,111 $2.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +83.2% 77,026 $2.7M
Cooksen Wealth, LLC 2.70% Add +0.9% 76,194 $2.7M
Global Financial Private Client, LLC 1.12% Add +64.9% 76,077 $2.7M
Butensky & Cohen Financial Security, Inc. 0.85% Reduce -0.1% 75,964 $2.7M
Private Trust Co. NA 0.29% Add +4.9% 75,795 $2.7M
Equita Financial Network, Inc. 1.11% Reduce -1.7% 75,769 $2.7M
DeDora Capital, Inc. 0.80% No change 73,837 $2.6M
Schechter Investment Advisors, LLC 0.19% Add +0.0% 72,539 $2.5M
Capital Analysts, LLC 0.11% Add +0.3% 70,991 $2.5M
Advisor OS, LLC 0.26% Reduce -1.7% 68,461 $2.4M
McKinley Carter Wealth Services, Inc. 0.15% Reduce -4.6% 68,232 $2.4M
Cabot Wealth Management Inc. 0.31% Add +21.5% 67,580 $2.4M
JFS Wealth Advisors, LLC 0.19% Reduce -1.6% 67,362 $2.4M
Opus Capital Group, LLC 0.34% Add +0.2% 67,302 $2.4M
Rockbridge Investment Management, LCC 0.33% Reduce -1.4% 67,127 $2.4M
Colton Groome Financial Advisors, LLC 0.93% Reduce -18.8% 66,937 $2.3M
Baron Financial Group, LLC 1.49% Reduce -4.4% 66,745 $2.3M
Lunt Capital Management, Inc. 1.15% Reduce -3.2% 66,608 $2.3M
Kingswood Wealth Advisors, LLC 0.21% Add +317.2% 65,911 $2.3M
ABLE Financial Group, LLC 0.83% Add +2.1% 65,417 $2.3M
USAdvisors Wealth Management, LLC 0.81% Reduce -26.1% 65,300 $2.3M
Moneco Advisors, LLC 0.34% Add +66.3% 65,162 $2.3M
LexAurum Advisors, LLC 0.56% Add +10.3% 64,501 $2.3M
Watershed Private Wealth LLC 0.96% Reduce -4.3% 64,061 $2.2M
Steele Capital Management, Inc. 0.12% Add +1.8% 62,944 $2.2M
Breakwater Investment Management 0.98% Reduce -1.3% 62,687 $2.2M
ACT Advisors, LLC. 1.14% Reduce -0.0% 62,567 $2.2M
Kohmann Bosshard Financial Services, LLC 0.29% No change 62,291 $2.2M
Lowe Brockenbrough & Co. Inc. 0.14% Add +6.5% 61,300 $2.2M
Weitzel Financial Services, Inc. 1.07% Reduce -1.7% 61,120 $2.1M
GPS Wealth Strategies Group, LLC 0.32% Reduce -4.6% 61,080 $2.1M
Bensler, LLC 0.29% Add +6.2% 61,051 $2.1M
Vista Investment Management 0.87% Reduce -0.5% 60,935 $2.1M
Vermillion & White Wealth Management Group, LLC 1.58% Reduce -20.8% 59,784 $2.1M
Wade Financial Advisory, Inc 0.75% Reduce -0.3% 59,666 $2.1M
Farther Finance Advisors, LLC 0.10% Reduce -4.5% 58,660 $2.1M
Worth Financial Advisory Group, LLC 1.34% Add +9.5% 58,425 $2.0M
Paladin Advisory Group, LLC 1.53% Add +0.2% 55,984 $2.0M
Caprock Group, LLC 0.08% Add +731.0% 55,927 $2.0M
Girard Partners LTD. 0.18% Add +2.6% 54,459 $1.9M
Financial Connections Group, Inc. 0.99% Reduce -5.8% 54,317 $1.9M
Tilson Financial Group, Inc. 1.89% Reduce -0.3% 53,332 $1.9M
Visionary Wealth Advisors 0.12% Add +367.6% 51,373 $1.8M
PCG Wealth Advisors, LLC 0.78% Add +3.0% 51,240 $1.8M
Patriot Financial Group Insurance Agency, LLC 0.26% Add +2.0% 50,955 $1.8M
Compound Planning, Inc. 0.13% Add +9.3% 50,807 $1.8M
Laurel Wealth Planning LLC 1.24% Reduce -4.9% 50,609 $1.8M
Trinity Wealth Management, LLC 0.88% Add +6.9% 50,458 $1.8M
Summit Trail Advisors, LLC 0.05% New 50,393 $1.8M
Tyche Wealth Partners LLC 0.43% Add +54.3% 50,328 $1.8M
North Star Asset Management Inc. 0.08% Add +17.4% 49,759 $1.7M
Sage Mountain Advisors LLC 0.16% Add +6.3% 49,063 $1.7M
International Private Wealth Advisors LLC 2.87% Add +326.1% 48,531 $1.7M
StoneX Group Inc. 0.14% Reduce -4.6% 48,378 $1.7M
Stevens Capital Partners 0.87% Add +0.5% 48,114 $1.7M
Norden Group LLC 0.34% Reduce -59.5% 48,078 $1.7M
Algorithmic Investment Models, LLC 1.31% Reduce -1.7% 47,628 $1.7M
IRON Financial LLC 0.93% Reduce -1.1% 47,338 $1.7M
Goldman Sachs Group Inc. 0.00% Reduce -8.7% 46,338 $1.6M
Kelly Financial Services LLC 0.58% Add +114.2% 46,311 $1.6M
First Manhattan Co. Llc. 0.01% Reduce -0.4% 46,278 $1.6M
TKG Advisors, LLC 0.88% Add +11.0% 45,990 $1.6M
Outlook Wealth Advisors, LLC 0.50% Add +59.2% 62,933 $1.6M
Lanark Financial, Inc. 0.15% Add +13.3% 45,949 $1.6M
Pallas Capital Advisors LLC 0.07% Reduce -0.3% 44,214 $1.6M
Richard P Slaughter Associates Inc 0.37% Add +2.6% 45,233 $1.6M
M&T Bank Corp 0.01% Reduce -19.0% 44,979 $1.6M
Balboa Wealth Partners 0.42% Add +23.3% 44,929 $1.6M
Alliance Wealth Advisors, LLC 0.46% Add +0.9% 44,728 $1.6M
Apella Capital, LLC 0.07% Reduce -2.1% 44,085 $1.6M
Ashton Thomas Private Wealth, LLC 0.09% Add +4.8% 44,446 $1.6M
Freedom Investment Management, Inc. 0.13% Reduce -6.7% 44,393 $1.6M
Bluespring Wealth Management, LLC 0.17% No change 44,364 $1.6M
Oxinas Partners, LLC 1.03% Add +79.7% 44,251 $1.6M
Composition Wealth, LLC 0.04% Add +1.0% 44,093 $1.5M
Foundations Investment Advisors, LLC 0.04% Add +198.3% 44,001 $1.5M
FWG Investments, LLC. 1.56% Add +15.3% 43,946 $1.5M
Wealthspire Retirement, LLC 0.13% Reduce -1.2% 43,600 $1.5M
Gladstone Institutional Advisory LLC 0.08% Add +116.1% 43,319 $1.5M
Sigma Planning Corp 0.05% Add +2.7% 42,285 $1.5M
First Horizon Advisors, Inc. 0.04% Reduce -1.6% 41,993 $1.5M
True North Advisors, LLC 0.39% Reduce -5.7% 41,473 $1.5M
Sequent Asset Management, LLC 0.73% Add +78.4% 41,258 $1.4M
Avantax Advisory Services, Inc. 0.01% Add +6.5% 40,993 $1.4M
MCF Advisors LLC 0.11% Add +1.3% 40,582 $1.4M
Clarkston Capital Partners, LLC 0.03% No change 39,500 $1.4M
Pineridge Advisors LLC 0.47% Add +313.3% 39,243 $1.4M
Stablepoint Partners, LLC 0.27% Add +19.0% 38,742 $1.4M
World Equity Group, Inc. 0.41% Add +3.9% 38,903 $1.4M
Ballast Advisors LLC 0.43% Reduce -1.6% 38,675 $1.4M
Blair William & Co. 0.00% Reduce -12.3% 38,315 $1.3M
EP Wealth Advisors, LLC 0.01% Reduce -21.4% 36,954 $1.3M
Salomon & Ludwin, LLC 0.14% Add +19.3% 36,908 $1.3M
Financial Advocates Investment Management 0.08% Reduce -0.0% 36,331 $1.3M
McNaughton Wealth Management, LLC 0.67% Reduce -2.5% 35,994 $1.3M
Canal Capital Management, LLC 0.21% Add +1.4% 35,432 $1.2M
CoreCap Advisors, LLC 0.13% Reduce -11.9% 35,192 $1.2M
Colonial River Investments, LLC 0.66% Add +2.4% 35,155 $1.2M
World Investment Advisors 0.08% New 34,926 $1.2M
Meridian Wealth Management, LLC 0.15% New 34,746 $1.2M
Mgo One Seven LLC 0.06% Add +12.7% 34,701 $1.2M
Sterling Wealth Management, Inc. 0.58% Add +1.8% 34,642 $1.2M
Modera Wealth Management, LLC 0.02% No change 34,626 $1.2M
Baltimore-Washington Financial Advisors, Inc. 0.07% Reduce -1.6% 34,467 $1.2M
Baird Financial Group, Inc. 0.00% Add +97.5% 34,256 $1.2M
Swmg, LLC 0.53% New 34,136 $1.2M
New Century Financial Group, LLC 0.51% New 34,067 $1.2M
Howard Financial Services, LTD. 0.19% Reduce -1.1% 33,724 $1.2M
Better Money Decisions, LLC 0.89% Add +3.6% 33,657 $1.2M
Triad Wealth Partners, LLC 0.61% Reduce -6.0% 33,217 $1.2M
Courier Capital LLC 0.09% Reduce -3.7% 33,216 $1.2M
MGB Wealth Management, LLC 0.43% Add +3.1% 31,871 $1.2M
FreeGulliver LLC 0.79% Add +475.5% 32,900 $1.2M
Phillips Financial Management, LLC 0.09% Reduce -1.6% 31,861 $1.1M
Seeds Investor LLC 0.57% Add +123.4% 31,815 $1.1M
Drive Wealth Management, LLC 0.30% Add +4.0% 31,770 $1.1M
LWM Advisory Services, LLC 0.94% Reduce -0.9% 31,765 $1.1M
Keystone Wealth Services, LLC 0.34% Reduce -2.1% 31,559 $1.1M
German American Bancorp, Inc. 0.13% No change 31,453 $1.1M
Greenleaf Trust 0.01% Add +5.7% 31,446 $1.1M
WFA of San Diego, LLC 0.99% — 31,402 $1.1M
Rehmann Capital Advisory Group 0.08% Add +0.1% 31,017 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.03% No change 30,720 $1.1M
Advisory Services Network, LLC 0.02% Add +0.8% 30,716 $1.1M
Eagle Strategies LLC 0.21% New 30,633 $1.1M
Strategic Investment Advisors / MI 0.13% Add +72.8% 30,213 $1.1M
Glen Eagle Advisors, LLC 0.19% Add +26.7% 29,900 $1.0M
Dravo Bay LLC 0.58% Add +0.2% 29,549 $1.0M
Iams Wealth Management, LLC 0.57% Add +213.4% 29,445 $1.0M
Aletheian Wealth Advisors LLC 0.54% Reduce -0.4% 29,324 $1.0M
Perennial Investment Advisors, LLC 0.14% Reduce -3.5% 28,782 $1.0M
Triumph Capital Management 0.39% Add +13.1% 28,737 $1.0M
Altrius Capital Management Inc 0.27% Add +4.7% 28,690 $1.0M
Lockerman Financial Group, Inc. 1.82% Add +30.4% 28,654 $1.0M
Consolidated Portfolio Review Corp 0.23% New 28,597 $1.0M
Apollon Wealth Management, LLC 0.03% Reduce -4.2% 28,040 $984K
Zhang Financial LLC 0.07% Add +2.1% 28,003 $982K
BSW Wealth Partners 0.16% Reduce -8.1% 27,876 $978K
Fifth Third Bancorp 0.00% No change 27,679 $971K
Howard Wealth Management, LLC 0.76% Add +0.6% 27,455 $963K
AdvisorNet Financial, Inc 0.09% Add +9.7% 27,308 $958K
TFB Advisors LLC 0.31% Add +2.5% 27,184 $954K
MidAtlantic Capital Management, Inc. 0.80% Reduce -2.0% 27,082 $950K
Capital Planning Advisors, LLC 0.16% Add +42.9% 27,001 $947K
Seaside Wealth Management, Inc. 0.39% Add +1.3% 26,931 $945K
Balentine LLC 0.04% Reduce -21.7% 26,789 $940K
MBM Wealth Consultants, LLC 0.32% Add +9.4% 26,253 $934K
Narus Financial Partners, LLC 0.38% Add +2.8% 26,540 $931K
Kathleen S. Wright Associates Inc. 0.43% Add +3.1% 26,536 $931K
Northern Trust Corp. 0.00% Add +3.0% 26,503 $930K
Curi Capital, LLC 0.02% No change 26,340 $924K
Jackson Creek Investment Advisors LLC 0.33% Add +0.7% 26,007 $912K
WealthCare Investment Partners, LLC 0.42% Add +0.3% 25,653 $900K
Baker Tilly Wealth Management, LLC 0.36% Reduce -12.2% 24,940 $875K
Integrated Investment Consultants, LLC 0.24% No change 24,369 $873K
Advisors Management Group Inc. 0.22% Add +7.0% 24,880 $873K
Richard W. Paul & Associates, LLC 0.33% Add +48.4% 24,652 $865K
PNC Financial Services Group, Inc. 0.00% Add +47.0% 24,589 $863K
Krilogy Financial LLC 0.06% Reduce -2.1% 24,455 $858K
Allen Capital Group, LLC 0.12% Reduce -7.1% 24,399 $856K
First Trust Direct Indexing L.P. 0.05% Add +7.6% 23,966 $841K
Millennium Management 0.00% Reduce -77.9% 23,761 $834K
Bokf, NA 0.01% No change 23,597 $828K
Ascentis Independent Advisors 0.17% — 23,560 $826K
Dorsey & Whitney Trust CO LLC 0.06% No change 23,530 $825K
Wallace Advisory Group, LLC 0.59% Reduce -7.4% 23,475 $824K
Prudential Financial Inc. 0.00% Add +8.0% 23,443 $822K
Premier Path Wealth Partners, LLC 0.14% Reduce -28.2% 23,083 $810K
IFG Advisors, LLC 0.19% Add +1.8% 23,053 $809K
Upper Left Wealth Management, LLC 0.72% Add +10.6% 22,548 $791K
Money Concepts Capital Corp. 0.07% Add +23.7% 22,500 $789K
Castleview Partners, LLC 0.44% Add +77.0% 22,313 $783K
Bill Few Associates, Inc. 0.30% Add +88.7% 22,292 $782K
Lumbard & Kellner, LLC 0.37% Reduce -3.2% 22,248 $780K
Householder Group Estate & Retirement Specialist, LLC 0.22% Add +25.2% 22,139 $776K
Strategic Blueprint, LLC 0.05% Add +0.9% 22,118 $776K
Partnership Wealth Management, LLC 0.57% Add +11.3% 21,978 $771K
Principal Securities, Inc. 0.02% Add +11730.3% 21,886 $768K
Maia Wealth LLC 0.23% — 21,107 $766K
Janney Montgomery Scott LLC 0.00% Reduce -5.2% 21,453 $753K
Detalus Advisors, LLC 0.26% Add +14.1% 21,201 $744K
Redwood Financial Network Corp 0.62% Reduce -14.1% 20,986 $736K
Colonial Trust Co / SC 0.13% Reduce -1.2% 20,904 $733K
Codex Capital Asset Management L.L.C. 0.34% — 22,500 $732K
Destiny Capital Corp 0.50% No change 20,843 $731K
&partners 0.03% New 20,800 $730K
Bison Wealth, LLC 0.12% No change 20,117 $721K
Great Diamond Partners, LLC 0.17% Reduce -0.9% 20,536 $720K
Acorn Financial Advisory Services Inc. 0.13% Reduce -3.4% 20,433 $717K
WealthShield Partners, LLC 0.11% Reduce -12.6% 20,262 $711K
REAP Financial Group, LLC 0.19% Reduce -8.7% 20,105 $705K
Professional Financial Advisors, LLC 0.19% Reduce -0.5% 20,096 $705K
Jones Financial Companies LLLP 0.00% Add +105.0% 19,850 $696K
Exencial Wealth Advisors, LLC 0.03% Add +0.5% 19,756 $693K
River Street Advisors LLC 0.43% Add +2.9% 19,702 $691K
Balanced Wealth Group LLC 0.31% Add +1.8% 19,600 $688K
Epic Trust Investment Advisors, LLC 0.76% Add +4.2% 19,590 $687K
Sequoia Financial Advisors, LLC 0.01% Add +11.4% 19,549 $686K
BCK Partners, Inc. 0.35% Reduce -0.9% 19,456 $683K
GTS Securities LLC 0.01% New 19,413 $681K
Rooted Wealth Advisors, Inc. 0.30% Reduce -11.1% 18,743 $673K
Franklin Resources Inc. 0.00% No change 19,061 $669K
PFG Advisors 0.04% Add +2.5% 18,972 $666K
Stone Summit Wealth LLC 0.24% Add +0.4% 18,765 $658K
New Republic Capital, LLC 0.32% No change 18,200 $638K
Gateway Wealth Partners, LLC 0.19% Reduce -13.7% 18,063 $634K
Legacy Edge Advisors, LLC 0.12% Reduce -3.7% 18,001 $631K
Port Capital LLC 0.03% No change 18,000 $631K
Keybank National Association 0.00% Reduce -1.9% 17,909 $628K
Zacks Investment Management 0.01% Reduce -0.8% 17,904 $628K
Altus Wealth Group LLC 0.31% Add +4.0% 17,903 $628K
M Holdings Securities, Inc. 0.08% Add +1.9% 17,875 $627K
Cannon Financial Strategists, Inc. 0.12% Add +0.1% 17,827 $625K
Tower Research Capital LLC (TRC) 0.01% Add +1631.2% 17,797 $624K
Acropolis Investment Management, LLC 0.04% No change 17,688 $620K
Spectrum Planning & Advisory Services Inc. 0.60% — 17,676 $620K
Redwood Investment Management, LLC 0.05% Reduce -12.7% 17,577 $617K
Concourse Financial Group Securities, Inc. 0.04% Add +3.4% 17,447 $612K
Key Financial Inc 0.15% Add +7.3% 17,294 $607K
Vanguard Personalized Indexing Management, LLC 0.01% No change 17,157 $602K
B. Riley Wealth Advisors, Inc. 0.02% Add +0.0% 16,875 $592K
Wedmont Private Capital 0.04% Add +0.0% 16,020 $586K
LVM Capital Management Ltd. 0.07% No change 16,650 $584K
Napa Wealth Management 0.39% New 16,532 $580K
Cedar Point Capital Partners, LLC 0.43% Add +5.1% 16,502 $579K
Virtue Capital Management, LLC 0.10% Reduce -23.0% 15,838 $569K
Glass Jacobson Investment Advisors llc 0.21% Add +5.9% 16,086 $564K
Running Point Capital Advisors, LLC 0.23% No change 15,622 $548K
Calton & Associates, Inc. 0.27% Reduce -0.7% 15,597 $547K
Laidlaw Wealth Management LLC 0.30% Add +4.1% 15,554 $546K
Independent Advisor Alliance 0.02% Add +8.0% 15,508 $544K
DHK Financial Advisors, Inc. 0.38% No change 15,500 $544K
Sowell Financial Services LLC 0.03% Add +2.5% 15,434 $541K
Modern Wealth Management, LLC 0.04% New 15,392 $540K
Astoria Strategic Wealth, Inc. 0.17% Reduce -6.0% 15,382 $540K
Steward Partners Investment Advisory, LLC 0.01% Add +267.6% 15,363 $539K
Banco Santander, S.A. 0.01% New 15,274 $536K
TLWM 0.12% Reduce -2.7% 15,158 $532K
Austin Wealth Management, LLC 0.12% Reduce -0.1% 14,627 $530K
Stephens Inc. 0.01% Add +38.6% 14,931 $524K
Whittier Trust Co. 0.01% No change 14,917 $523K
Newport Capital Group, LLC 0.41% — 14,838 $521K
Fairhaven Wealth Management, LLC 0.17% No change 14,581 $512K
Accel Wealth Management 0.20% Reduce -17.8% 14,550 $510K
Evanson Asset Management, LLC 0.04% No change 14,511 $509K
J.W. Cole Advisors, Inc. 0.02% Reduce -33.6% 14,480 $508K
Resurgent Financial Advisors LLC 0.32% Reduce -3.5% 14,439 $507K
Regal Investment Advisors LLC 0.03% Add +2.2% 14,332 $503K
Yoder Wealth Management, Inc. 0.32% No change 14,300 $502K
Coordinated Financial Services, Inc. 0.43% Add +1.2% 14,261 $500K
Raymond James Trust N.A. 0.01% Add +140.3% 14,130 $496K
Main Street Financial Solutions, LLC 0.05% Add +3.0% 14,096 $494K
Argent Trust Co 0.02% Add +3.2% 14,044 $493K
Old Mission Capital LLC 0.01% New 14,031 $492K
Rf&l Wealth Management, LLC 0.37% Add +0.5% 13,992 $491K
Howard Capital Management Group, LLC 0.04% No change 13,938 $489K
Formidable Asset Management, LLC 0.08% Add +17.5% 13,927 $489K
Tidemark, LLC 0.22% Reduce -15.8% 13,925 $488K
Harbor Investment Advisory, LLC 0.05% No change 13,919 $488K
Perigon Wealth Management, LLC 0.01% Reduce -18.6% 13,911 $488K
Evergreen Capital Management LLC 0.02% Reduce -9.6% 13,761 $483K
Lantz Financial LLC 0.15% Add +0.4% 13,718 $481K
Kingfisher Capital LLC 0.11% Add +1.8% 13,695 $480K
Anchor Investment Management, LLC 0.05% No change 13,667 $479K
Canvas Wealth Advisors, LLC 0.15% No change 13,392 $477K
SageView Advisory Group, LLC 0.03% New 13,556 $476K
American Trust 0.04% Add +44.5% 13,511 $474K
Dopkins Wealth Management, LLC 0.29% No change 13,388 $470K
Coppell Advisory Solutions LLC 0.08% — 13,300 $467K
Advance Capital Management, Inc. 0.02% Reduce -18.6% 13,239 $464K
Strategic Wealth Partners, Ltd. 0.05% Add +2.9% 13,221 $464K
United Asset Strategies, Inc. 0.05% Reduce -47.9% 13,198 $463K
Glassman Wealth Services 0.09% Add +4.0% 13,197 $463K
Brighton Jones LLC 0.02% Add +103.8% 13,151 $461K
Savvy Advisors, Inc. 0.15% New 13,096 $459K
Prevail Innovative Wealth Advisors, LLC 0.16% Add +13.7% 13,079 $459K
MSH Capital Advisors LLC 0.15% Add +117.7% 13,031 $457K
Shepherd Financial Partners LLC 0.06% No change 12,998 $456K
Prosperity Financial Group, Inc. 0.29% Add +7.3% 12,904 $453K
GHP Investment Advisors, Inc. 0.02% Reduce -17.0% 12,869 $451K
Kestra Private Wealth Services, LLC 0.01% Add +59.6% 12,818 $450K
Highland Capital Management, LLC 0.03% No change 12,780 $448K
Cardiff Park Advisors, LLC 0.04% Add +0.1% 12,406 $435K
Conservest Capital Advisors, Inc. 0.05% No change 12,122 $434K
Moisand Fitzgerald Tamayo, LLC 0.06% Add +9.1% 12,360 $434K
Absolute Capital Management, LLC 0.26% Add +23.6% 12,146 $426K
Ameritas Advisory Services, LLC 0.02% Add +13.2% 11,959 $420K
IVC Wealth Advisors LLC 0.23% Reduce -14.5% 11,910 $418K
Kavar Capital Partners Group, LLC 0.08% No change 11,890 $417K
Pinnacle Family Advisors, LLC 0.23% Reduce -6.3% 11,848 $416K
Avantax Planning Partners, Inc. 0.01% Add +1.9% 11,843 $415K
Fernwood Investment Management, LLC 0.13% Add +1.5% 11,573 $406K
Gryphon Financial Partners LLC 0.06% Reduce -8.0% 11,527 $404K
Nottingham Advisors, Inc. 0.05% Add +5.9% 11,510 $404K
Fortem Financial Group, LLC 0.17% New 11,439 $401K
Financial Advisory Partners, LLC 0.15% Reduce -0.5% 11,314 $397K
Peirce Capital Management, LLC 0.20% No change 10,963 $385K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 10,896 $382K
Balefire, LLC 0.14% Add +123.9% 10,893 $382K
Investments & Financial Planning, LLC 0.25% Reduce -6.4% 10,815 $379K
Smith, Moore & Co. 0.04% No change 10,704 $375K
Beaumont Financial Advisors, LLC 0.03% Add +0.4% 10,687 $375K
FSA Advisors, Inc. 0.39% Reduce -0.5% 10,513 $374K
Flynn Zito Capital Management, LLC 0.19% Reduce -26.4% 10,523 $369K
Warren Street Wealth Advisors, LLC 0.18% Reduce -17.2% 10,511 $369K
Mather Group, Llc. 0.00% Add +125.4% 10,287 $369K
Moneta Group Investment Advisors LLC 0.01% Add +17.1% 10,497 $368K
Leo Wealth, LLC 0.04% No change 10,490 $368K
Alta Wealth Advisors LLC 0.18% Reduce -0.6% 10,309 $362K
Pacifica Partners Inc. 0.15% Reduce -0.5% 10,110 $360K
Wealthfront Advisers LLC 0.00% Add +14.7% 10,072 $353K
Lincoln Capital Corp. 0.15% Add +9.3% 10,067 $353K
Richardson Capital Management LLC 0.27% No change 10,006 $351K
Burney Co./ 0.01% Add +4.6% 9,947 $349K
Orleans Capital Management Corp. 0.22% No change 9,875 $346K
Nicholas Hoffman & Company, LLC. 0.02% Add +69.4% 9,808 $344K
Cypress Financial Planning LLC 0.14% Add +35.1% 9,617 $337K
Advisors Capital Management, LLC 0.01% New 9,562 $335K
OMNI 360 Wealth, Inc. 0.25% Add +0.4% 9,542 $335K
SlateStone Wealth, LLC 0.04% Reduce -9.6% 9,462 $332K
Acorn Wealth Advisors, LLC 0.16% No change 9,448 $331K
Sensible Money, LLC 0.16% Add +1.8% 9,376 $329K
MBL Wealth, LLC 0.04% Add +1.1% 9,350 $328K
Financial Strategies Group, Inc. 0.08% Add +1.3% 9,203 $328K
WealthPLAN Partners, LLC 0.04% Add +5.0% 9,329 $327K
MB Generational Wealth, LLC 0.25% Add +2.0% 9,313 $327K
Retirement Planning Group, LLC 0.02% No change 9,313 $327K
MBB Public Markets I LLC 0.01% No change 9,300 $326K
Naples Global Advisors, LLC 0.03% Reduce -0.3% 9,230 $324K
Meritage Portfolio Management 0.02% Add +3.3% 9,146 $321K
Firethorn Wealth Partners, LLC 0.18% Add +1.9% 9,150 $321K
Northwest Capital Management Inc 0.12% Reduce -11.9% 9,036 $317K
Nations Financial Group Inc, /Ia/ 0.03% No change 9,032 $317K
Veery Capital, LLC 0.13% No change 9,030 $317K
M3 Advisory Group, LLC 0.26% Add +1.8% 9,008 $316K
Madden Advisory Services, Inc. 0.16% No change 8,939 $314K
Old Second National Bank of Aurora 0.08% Reduce -0.6% 8,896 $312K
Vantage Investment Partners, LLC 0.03% No change 8,905 $312K
SFG Wealth Management, LLC. 0.18% Reduce -0.6% 8,788 $308K
Clarity Capital Advisors, LLC 0.24% Add +1.8% 8,747 $307K
WNY Asset Management, LLC 0.04% Reduce -1.2% 8,711 $306K
Leverty Financial Group, LLC 0.18% Reduce -0.3% 8,649 $303K
D.A. Davidson & Co. 0.00% Add +22.6% 8,566 $301K
Steel Grove Capital Advisors, LLC 0.04% No change 8,500 $298K
Chicago Partners Investment Group LLC 0.01% New 8,369 $298K
Cassaday & Co Wealth Management LLC 0.01% Reduce -16.1% 8,341 $293K
Confluence Wealth Services, Inc. 0.02% New 8,258 $290K
REDW Wealth LLC 0.08% Reduce -0.5% 8,236 $289K
Sabal Trust CO 0.02% Add +6.5% 8,235 $289K
Transcend Capital Advisors, LLC 0.02% Add +8.3% 8,226 $289K
Beacon Financial Advisory LLC 0.11% New 8,151 $286K
Maripau Wealth Management LLC 0.19% Add +45.3% 8,130 $285K
AQR Capital Management 0.00% New 8,041 $282K
O'shaughnessy Asset Management, LLC 0.00% Add +19.4% 7,997 $281K
Cape Investment Advisory, Inc. 0.13% Add +12.8% 7,989 $280K
Valeo Financial Advisors, LLC 0.01% Add +0.3% 7,969 $280K
Chris Bulman Inc 0.19% — 7,958 $279K
Lodestone Wealth Management LLC 0.15% Reduce -5.9% 7,944 $279K
Spectrum Asset Management, Inc. (NB/CA) 0.13% Add +0.5% 7,921 $278K
Citadel Advisors 0.00% Reduce -97.5% 7,901 $277K
Baker Avenue Asset Management, LP 0.01% No change 7,899 $277K
Tempus Wealth Planning, LLC 0.12% New 7,888 $277K
Verus Capital Partners, LLC 0.03% Add +36.1% 7,815 $274K
Retirement Investment Advisors, Inc. 0.03% — 7,791 $273K
JGP Wealth Management, LLC 0.04% No change 7,784 $273K
HM Payson & Co. 0.00% No change 7,764 $272K
Hutchens & Kramer Investment Management Group, LLC 0.15% Add +4.3% 7,721 $271K
Tranquility Partners, LLC 0.10% No change 7,667 $269K
OLIO Financial Planning 0.11% No change 7,844 $267K
Forza Wealth Management, LLC 0.14% No change 7,545 $265K
Annex Advisory Services, LLC 0.01% Reduce -4.2% 7,517 $264K
Tudor Investment Corporation 0.00% New 7,514 $264K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 7,500 $263K
Fortress Wealth Management, Inc. 0.13% No change 7,490 $263K
Onyx Bridge Wealth Group LLC 0.04% Reduce -1.4% 7,455 $262K
Keel Point, LLC 0.02% New 7,392 $261K
Trivium Point Advisory, LLC 0.04% New 7,430 $261K
Intrua Financial, LLC 0.04% Reduce -94.0% 7,338 $257K
MA Private Wealth 0.05% No change 7,240 $254K
Linscomb Wealth, Inc. 0.01% Add +1.5% 7,232 $254K
Claro Advisors Inc. 0.04% Reduce -4.1% 7,215 $253K
Wealth Architects, LLC 0.03% No change 7,188 $252K
Mission Wealth Management, LP 0.01% Reduce -46.4% 7,091 $249K
Traction Financial Partners, LLC 0.18% Add +17.4% 6,922 $248K
Client 1ST Advisory Group, LLC 0.11% No change 7,058 $248K
Fisher Asset Management 0.00% Reduce -67.9% 7,057 $248K
Capital CS Group, LLC 0.28% Add +11.6% 7,048 $247K
McAdam, LLC 0.01% Reduce -2.8% 7,021 $246K
Ellevest, Inc. 0.01% No change 7,014 $246K
Smith Salley Wealth Management 0.02% No change 6,880 $241K
Checchi Capital Advisers, LLC 0.02% No change 6,872 $241K
U.S. Capital Wealth Advisors, LLC 0.01% Add +2.4% 6,866 $241K
Johnson Investment Counsel Inc. 0.00% New 6,793 $238K
HUB Investment Partners, LLC 0.01% Reduce -20.2% 6,784 $238K
Encompass More Asset Management 0.17% Reduce -6.5% 6,752 $237K
Focus Financial Network, Inc. 0.01% No change 6,513 $236K
Pinnacle Financial Partners Inc 0.01% No change 6,738 $236K
American Institute for Advanced Investment Management, LLP 0.18% No change 6,730 $236K
Center For Asset Management LLC 0.15% New 6,678 $234K
Telos Capital Management, Inc. 0.03% Reduce -2.1% 6,673 $234K
Financial Futures Ltd Liability Co. 0.14% No change 6,629 $233K
Optivise Advisory Services LLC 0.12% — 6,544 $230K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -3.0% 6,516 $229K
Ballast, Inc. 0.07% Add +3.6% 6,457 $227K
New Perspectives, Inc 0.12% No change 6,376 $224K
Peterson Wealth Management 0.14% No change 6,375 $224K
Cannell & Spears LLC 0.00% No change 6,332 $222K
MAI Capital Management 0.00% No change 6,297 $221K
Aspen Wealth Management LLC 0.08% Reduce -22.1% 6,212 $218K
Mountain Capital Investment Advisors Inc. 0.05% No change 5,954 $216K
Caitlin John, LLC 0.16% Add +28.7% 6,129 $215K
Independence Bank of Kentucky 0.06% No change 6,096 $214K
True Wealth Design, LLC 0.05% No change 6,049 $212K
Americana Partners, LLC 0.02% New 5,935 $208K
Bank of Hawaii 0.01% Reduce -30.9% 5,876 $206K
TrueWealth Advisors, LLC 0.08% New 5,861 $206K
Cutler Investment Counsel LLC 0.03% No change 5,840 $205K
Wolff Financial Management LLC 0.15% Add +1.8% 5,785 $203K
Cambridge Advisors Inc. 0.05% No change 5,747 $202K
Empirical Asset Management, LLC 0.08% New 5,729 $201K
Bank of Montreal 0.00% Add +54.6% 5,692 $200K
Capital Investment Advisory Services, LLC 0.02% No change 5,616 $197K
Nordwand Advisors, LLC 0.09% No change 5,571 $195K
Fairman Group, LLC 0.19% Add +1.8% 5,389 $189K
Signaturefd, LLC 0.00% Add +0.3% 5,379 $189K
Quadrant Capital Group LLC 0.01% Reduce -2.7% 5,042 $177K
Valley Wealth Managers, Inc. 0.01% Reduce -2.4% 4,589 $161K
Sanctuary Wealth Management, L.L.C. 0.12% Add +10.3% 4,460 $156K
Hershey Financial Advisers, LLC 0.13% — 4,204 $147K
CIBC Private Wealth Group LLC 0.00% Add +68.8% 4,120 $147K
Deutsche Bank AG 0.00% No change 4,047 $142K
Orion Capital Management LLC 0.07% No change 3,847 $135K
Headlands Technologies LLC 0.01% New 3,457 $121K
Arcadia Investment Advisors LLC 0.06% No change 3,215 $113K
NorthRock Partners, LLC 0.00% Reduce -40.9% 3,186 $112K
Morling Financial Advisors, LLC 0.05% Reduce -88.7% 3,045 $107K
Westside Investment Management, Inc. 0.02% Add +7.2% 2,993 $105K
Citigroup Inc. 0.00% Add +0.9% 2,805 $98K
Coston, McIsaac & Partners 0.03% No change 2,813 $98K
Realta Investment Advisors 0.02% Reduce -39.1% 2,750 $96K
Founders Financial Alliance, LLC 0.03% Add +0.1% 2,711 $95K
Evermay Wealth Management LLC 0.01% No change 2,663 $93K
Financial Gravity Asset Management, Inc. 0.02% Reduce -43.1% 2,628 $92K
Carmichael Hill & Associates, Inc. 0.03% No change 2,440 $86K
Grove Bank & Trust 0.01% No change 2,385 $84K
Abound Wealth Management 0.03% Add +0.6% 2,363 $83K
Creative Financial Designs Inc. 0.01% Add +27.8% 2,219 $78K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -6.1% 2,207 $77K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +30.8% 2,197 $77K
PrairieView Partners, LLC 0.01% Add +24.7% 2,072 $72K
WealthCollab, LLC 0.05% No change 2,051 $72K
Accent Capital Management, LLC 0.04% New 2,000 $70K
Bogart Wealth, LLC 0.00% Add +232.0% 1,889 $66K
FAS Wealth Partners, Inc. 0.01% Add +25.7% 1,822 $64K
Rothschild Investment LLC 0.00% Add +1.4% 1,773 $62K
FinTrust Capital Advisors, LLC 0.01% No change 1,517 $53K
Alaska Wealth Advisors, LLC 0.01% New 1,401 $49K
Ridgewood Investments LLC 0.02% New 1,337 $47K
Spectrum Wealth Counsel, LLC 0.01% New 1,317 $46K
SYM FINANCIAL Corp 0.01% New 1,297 $45K
International Assets Investment Management, LLC 0.00% New 1,297 $45K
Bare Financial Services, Inc 0.02% No change 1,210 $44K
Raffa Wealth Management, LLC 0.01% New 1,216 $43K
PFG Private Wealth Management, LLC 0.03% No change 1,173 $41K
FWL Investment Management, LLC 0.02% New 1,166 $41K
Cherry Tree Wealth Management, LLC 0.01% No change 1,118 $39K
Tyler-Stone Wealth Management 0.02% No change 1,111 $39K
Strengthening Families & Communities, LLC 0.01% Add +1.7% 1,070 $38K
Tucker Asset Management LLC 0.01% Add +11766.7% 1,068 $37K
Frazier Financial Advisors, LLC 0.03% Reduce -9.9% 1,048 $37K
Riggs Asset Managment Co. Inc. 0.01% No change 1,045 $37K
Carolinas Wealth Consulting LLC 0.01% No change 987 $35K
Crewe Advisors LLC 0.00% Reduce -14.3% 973 $34K
First PREMIER Bank 0.01% No change 909 $32K
BlackRock Inc. 0.00% Reduce -35.2% 897 $31K
Family Asset Management, LLC 0.02% New 885 $31K
M&R Capital Management Inc. 0.01% Add +110.4% 852 $30K
MilWealth Group LLC 0.01% No change 851 $30K
Pension & Wealth Management Advisors, Inc. 0.02% No change 839 $29K
PSI Advisors, LLC 0.01% No change 793 $28K
Bessemer Group Inc. 0.00% No change 780 $27K
Silver Oak Securities, Incorporated 0.00% Reduce -70.0% 759 $27K
Front Row Advisors LLC 0.01% Add +23.3% 742 $26K
ORG Partners LLC 0.00% New 705 $25K
WR Wealth Planners, LLC 0.01% New 708 $25K
CarsonAllaria Wealth Management, Ltd. 0.01% Add +6.2% 687 $24K
Blue Trust, Inc. 0.00% No change 665 $24K
Motco 0.00% New 665 $23K
Sandy Spring Bank 0.00% No change 661 $23K
EverSource Wealth Advisors, LLC 0.00% Add +15.2% 621 $22K
Main Street Group, LTD 0.01% Add +1.7% 610 $21K
Oxford Financial Group, LTD. LLC 0.00% No change 606 $21K
Caldwell Sutter Capital, Inc. 0.01% Reduce -1.3% 599 $21K
Covestor Ltd 0.01% Add +26.5% 563 $20K
Sunbelt Securities, Inc. 0.00% No change 540 $19K
Abich Financial Wealth Management LLC 0.01% Add +0.2% 536 $19K
Hanson & Doremus Investment Management 0.00% Add +639.1% 510 $18K
Horizons Wealth Management 0.01% No change 498 $18K
Sound Income Strategies, LLC 0.00% Add +0.2% 499 $18K
Transcendent Capital Group LLC 0.01% Add +1.7% 491 $17K
Ancora Advisors LLC 0.00% No change 485 $17K
Tsfg, LLC 0.00% No change 470 $16K
Global Wealth Strategies & Associates 0.01% No change 442 $16K
First Command Advisory Services, Inc. 0.00% Add +58.3% 440 $15K
Lindbrook Capital, LLC 0.00% Add +20.1% 412 $14K
AllSquare Wealth Management LLC 0.01% No change 410 $14K
Davis Capital Management 0.01% No change 404 $14K
Tower View Wealth Management LLC 0.01% No change 377 $13K
Fortis Group Advisors, LLC 0.00% No change 377 $13K
Liberty Wealth Management LLC 0.00% New 12,453 $12K
Voisard Asset Management Group, Inc. 0.01% No change 339 $12K
Redwood Wealth Management Group, LLC 0.01% New 312 $11K
UMB Bank, n.a. 0.00% No change 297 $10K
Element Wealth, LLC 0.01% No change 260 $9K
Private Ocean, LLC 0.00% Reduce -4.0% 242 $8K
Arax Advisory Partners 0.00% Add +2.0% 202 $7K
Evensky & Katz LLC 0.00% Add +2.6% 195 $7K
Oakworth Capital, Inc. 0.00% No change 192 $7K
Anfield Capital Management, LLC 0.00% No change 187 $7K
Operose Advisors LLC 0.00% New 151 $5K
Wetzel Investment Advisors, Inc. 0.00% No change 117 $4K
Maryland Capital Advisors Inc. 0.00% No change 117 $4K
Mb, Levis & Associates, LLC 0.00% Add +2.1% 95 $3K
Luken Investment Analytics, LLC 0.00% Reduce -23.5% 91 $3K
DHJJ Financial Advisors, Ltd. 0.00% Add +2.3% 91 $3K
Hantz Financial Services, Inc. 0.00% No change 91 $3K
FSC Wealth Advisors, LLC 0.00% No change 82 $3K
Winch Advisory Services, LLC 0.00% Add +3.4% 61 $2K
GW&K Investment Management, LLC 0.00% Reduce -88.2% 46 $2K
SouthState Bank Corp 0.00% New 53 $2K
Hexagon Capital Partners LLC 0.00% Reduce -68.7% 52 $2K
Hoey Investments, Inc. 0.00% No change 21 $737
McClarren Financial Advisors, Inc. 0.01% Reduce -95.5% 912 $666
Beacon Capital Management, LLC 0.00% No change 9 $316
Your Advocates Ltd., LLP 0.00% No change 1 $35

"% 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.