Ste STR SPDR PT DW Eu ETFSPDWETF
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $78.9M |
| Exits | 34 | $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.