Ste STR SPDR PT DW Eu ETFSPDWETF
13F holders, Q3 2024 (September 30)892holders +13
56new positions
46sold out
2famous investors
$37.54avg. 13F price*
At the end of Q3 2024, 892 institutions reported holding Ste STR SPDR PT DW Eu ETF (SPDW) in their 13F filings, up 13 from Q2 2024. 56 opened new positions and 46 sold out. The largest holders were Financial Engines Advisors L.L.C. ($2.3B), Creative Planning ($2.0B) and Allworth Financial LP ($1.1B). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q3 2024)
- CUSIP
- 78463X889
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $43.2M |
| Exits | 46 | $51.3M |
All 13F filers, Q2 2024 → Q3 2024: 18,622,148 shares bought and 16,133,347 shares sold, net +2,488,801 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 892 holders
| Financial Engines Advisors L.L.C. | 4.85% | Add +2.5% | 61,894,486 | $2.3B |
| Creative Planning | 1.98% | Add +0.1% | 53,357,013 | $2.0B |
| Allworth Financial LP | 6.83% | Add +1.9% | 29,863,752 | $1.1B |
| LPL Financial LLC | 0.46% | Reduce -2.1% | 27,260,572 | $1.0B |
| Auto-Owners Insurance Co | 16.16% | No change | 17,576,000 | $660.2M |
| Tiaa Trust, National Association | 1.47% | Add +3.0% | 13,153,491 | $494.0M |
| Cwm, LLC | 1.85% | Add +8.6% | 11,425,714 | $429.1M |
| UBS Group AG | 0.09% | Add +0.2% | 8,617,027 | $323.7M |
| Horizon Investments, LLC | 6.97% | Add +16.0% | 6,993,926 | $262.7M |
| State Street Corp. | 0.01% | Reduce -42.6% | 6,960,568 | $261.4M |
| Morgan Stanley | 0.02% | Add +11.1% | 6,595,639 | $247.7M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -5.9% | 6,101,956 | $229.2M |
| Stadion Money Management, LLC | 16.15% | Add +4.2% | 5,699,907 | $214.1M |
| Bank of America Corp. | 0.02% | Add +3.7% | 5,421,337 | $203.6M |
| Townsquare Capital LLC | 2.37% | Add +9.2% | 5,259,797 | $197.6M |
| Mariner, LLC | 0.33% | Add +1.8% | 4,934,577 | $185.3M |
| Osaic Holdings, Inc. | 0.39% | Add +1.5% | 4,640,702 | $174.3M |
| Advisory Alpha, LLC | 5.83% | Add +8.4% | 4,368,898 | $164.1M |
| Bank of New York Mellon Corp | 0.03% | Add +10.7% | 3,956,506 | $148.6M |
| Ameriprise Financial Inc. | 0.03% | Reduce -11.2% | 3,346,046 | $126.5M |
| Gradient Investments LLC | 2.56% | Add +2.6% | 3,273,496 | $123.0M |
| Betterment LLC | 0.27% | Add +117.4% | 3,001,680 | $112.7M |
| Pathstone Holdings, LLC | 0.50% | Add +0.2% | 2,976,569 | $111.7M |
| Equitable Holdings, Inc. | 1.05% | Add +4.6% | 2,894,028 | $108.7M |
| Stifel Financial Corp. | 0.11% | Add +0.8% | 2,673,047 | $100.4M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Reduce -4.4% | 2,663,730 | $100.0M |
| Strategies Wealth Advisors, LLC | 13.32% | Add +11.4% | 2,651,950 | $99.6M |
| Advocacy Wealth Management, LLC | 7.77% | Reduce -0.6% | 2,635,038 | $99.0M |
| GeoWealth Management, LLC | 3.48% | Add +15.5% | 2,624,103 | $98.6M |
| Clearstead Advisors, LLC | 1.50% | Add +1.5% | 2,580,568 | $96.9M |
| Private Advisor Group, LLC | 0.56% | Reduce -3.8% | 2,422,439 | $91.0M |
| Savant Capital, LLC | 0.73% | Reduce -3.8% | 2,327,372 | $87.4M |
| JNBA Financial Advisors | 8.57% | Add +11.2% | 2,266,280 | $85.1M |
| McNamara Financial Services, Inc. | 16.31% | Add +0.9% | 2,205,218 | $82.8M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Add +0.9% | 2,133,919 | $80.2M |
| Envestnet Portfolio Solutions, Inc. | 0.25% | Reduce -11.3% | 2,063,313 | $77.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +26.6% | 2,042,351 | $76.7M |
| Assetmark, Inc. | 0.22% | Reduce -37.8% | 2,028,083 | $76.2M |
| Cetera Investment Advisers | 0.15% | Add +4.3% | 1,786,001 | $67.1M |
| Benjamin Edwards Inc. | 0.96% | Add +1732.2% | 1,748,164 | $65.7M |
| Park Avenue Securities LLC | 0.68% | Reduce -7.5% | 1,600,150 | $60.1M |
| Peterson Wealth Advisors, LLC | 11.30% | Add +3.0% | 1,592,521 | $59.8M |
| JPMorgan Chase & Co. | 0.00% | Add +14.9% | 1,515,978 | $56.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -6.2% | 1,507,576 | $56.6M |
| Sei Investments Co. | 0.07% | Reduce -0.1% | 1,478,202 | $55.5M |
| AlphaStar Capital Management, LLC | 4.41% | Add +51.1% | 1,477,675 | $55.5M |
| Axxcess Wealth Management, LLC | 1.39% | Reduce -1.6% | 1,460,242 | $54.8M |
| Capital Asset Advisory Services LLC | 2.58% | Add +5.5% | 1,396,545 | $51.5M |
| Schneider Downs Wealth Management Advisors, LP | 10.44% | Add +3.6% | 1,357,813 | $51.0M |
| Rockefeller Capital Management L.P. | 0.14% | Add +4.2% | 1,347,570 | $50.6M |
| Truefg, LLC | 16.21% | Add +5.5% | 1,320,393 | $49.6M |
| Commonwealth Equity Services, LLC | 0.07% | Add +2.2% | 1,275,012 | $47.9M |
| MML Investors Services, LLC | 0.17% | Reduce -1.9% | 1,274,797 | $47.9M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -2.5% | 1,168,016 | $43.9M |
| IAG Wealth Partners, LLC | 7.78% | Add +2.7% | 1,119,958 | $42.1M |
| KWB Wealth | 5.47% | Reduce -23.1% | 1,196,984 | $42.0M |
| Clearwater Capital Advisors, LLC | 4.07% | Add +2.5% | 1,113,574 | $41.8M |
| Stratos Wealth Partners, LTD. | 0.61% | Reduce -1.6% | 1,108,480 | $41.6M |
| HighTower Advisors, LLC | 0.06% | Reduce -1.6% | 1,105,499 | $41.6M |
| Callan Capital, LLC | 2.84% | Add +0.7% | 1,081,076 | $40.6M |
| Global Strategic Investment Solutions, LLC | 4.65% | Reduce -2.0% | 1,058,426 | $39.8M |
| Boston Standard Wealth Management, LLC | 7.07% | Add +2.7% | 966,456 | $36.3M |
| Ballentine Partners, LLC | 0.62% | Add +0.3% | 965,513 | $36.3M |
| Blueprint Investment Partners LLC | 6.52% | Add +1.3% | 957,417 | $36.0M |
| Kestra Advisory Services, LLC | 0.20% | Add +3.6% | 950,299 | $35.7M |
| Meeder Advisory Services, Inc. | 2.26% | Reduce -0.8% | 929,931 | $34.9M |
| Bristlecone Advisors, LLC | 2.80% | Reduce -1.1% | 929,722 | $34.9M |
| Integrated Wealth Concepts LLC | 0.42% | Add +3.0% | 922,456 | $34.6M |
| Global Retirement Partners, LLC | 1.04% | Add +2.9% | 916,785 | $34.4M |
| Edmonds Duncan Registered Investment Advisors, LLC | 7.45% | Add +6.3% | 906,065 | $34.0M |
| Waller Financial Planning Group, Inc. | 8.37% | Add +0.2% | 898,921 | $33.8M |
| US Bancorp \de | 0.04% | Add +2.5% | 891,977 | $33.5M |
| Atlas Private Wealth Advisors | 4.75% | Reduce -23.2% | 871,552 | $32.7M |
| Confluence Investment Management LLC | 0.43% | Add +3.7% | 852,528 | $32.0M |
| Halpern Financial, Inc. | 8.08% | Add +5.1% | 842,980 | $31.4M |
| Thrivent Financial for Lutherans | 0.06% | Add +4.7% | 832,579 | $31.3M |
| Signature Estate & Investment Advisors LLC | 0.71% | Reduce -14.4% | 815,365 | $30.6M |
| Goodman Financial Corp | 6.57% | Add +1.7% | 782,758 | $29.4M |
| Wealthcare Advisory Partners LLC | 0.82% | Add +6.1% | 769,096 | $28.9M |
| Wells Fargo & Company | 0.01% | Add +7.7% | 767,199 | $28.8M |
| Rinkey Investments | 9.22% | Reduce -24.1% | 758,890 | $28.5M |
| Reston Wealth Management LLC | 10.22% | Add +1.6% | 751,453 | $28.2M |
| Facet Wealth, Inc. | 0.78% | Add +1.0% | 766,962 | $27.4M |
| JT Stratford LLC | 4.71% | Add +3.3% | 729,928 | $27.4M |
| IFP Advisors, Inc | 0.97% | Add +7.6% | 713,273 | $26.8M |
| Brio Consultants, LLC | 4.26% | Add +0.6% | 712,361 | $26.8M |
| ProVise Management Group, LLC | 2.12% | Add +3.8% | 711,747 | $26.7M |
| Higgins & Schmidt Wealth Strategies LLC | 17.17% | Add +6.8% | 708,374 | $26.6M |
| IHT Wealth Management, LLC | 0.74% | Reduce -24.1% | 698,259 | $26.2M |
| N.E.W. Advisory Services LLC | 2.58% | Reduce -1.8% | 697,369 | $26.2M |
| Auour Investments LLC | 9.32% | Reduce -10.2% | 721,348 | $26.1M |
| Goldstein Advisors, LLC | 3.83% | Add +65.4% | 670,520 | $25.2M |
| Cerity Partners LLC | 0.06% | Reduce -1.4% | 667,025 | $25.1M |
| ERn Financial, LLC | 3.71% | Add +5.0% | 649,180 | $24.4M |
| Flagstone Financial Management | 8.01% | Add +1.8% | 635,907 | $23.9M |
| Pure Financial Advisors, LLC | 0.57% | Reduce -2.8% | 630,340 | $23.7M |
| Garrett Wealth Advisory Group, LLC | 5.70% | Add +4.7% | 614,582 | $23.1M |
| Merit Financial Group, LLC | 0.48% | Reduce -12.6% | 572,111 | $21.5M |
| Aptus Capital Advisors, LLC | 0.32% | Add +8.6% | 569,443 | $21.4M |
| Geneos Wealth Management Inc. | 0.79% | Add +5.4% | 554,431 | $20.8M |
| Great Lakes Advisors, LLC | 0.17% | Reduce -3.6% | 553,915 | $20.8M |
| Knightsbridge Asset Management, LLC | 4.70% | Add +3.6% | 551,398 | $20.7M |
| Proffitt & Goodson Inc. | 3.36% | Add +3.3% | 544,901 | $20.5M |
| Lifeworks Advisors, LLC | 3.96% | Add +56.7% | 536,458 | $20.1M |
| Good Life Advisors, LLC | 1.23% | Add +6.2% | 533,038 | $20.0M |
| Second Line Capital, LLC | 5.39% | Add +4.3% | 526,316 | $19.8M |
| Graypoint LLC | 1.25% | Add +4.5% | 520,010 | $19.5M |
| Treasure Coast Financial Planning | 12.05% | Add +1.9% | 519,753 | $19.5M |
| CGN Advisors LLC | 1.94% | Add +14.2% | 512,921 | $19.3M |
| Atria Investments, Inc | 0.23% | Add +7.7% | 499,972 | $18.8M |
| First Heartland Consultants, Inc. | 1.99% | Add +17.3% | 492,042 | $18.5M |
| Lake Street Advisors Group, LLC | 0.84% | No change | 484,337 | $18.2M |
| SigFig Wealth Management, LLC | 0.65% | Add +3.8% | 515,696 | $18.0M |
| Iron Horse Wealth Management, LLC | 6.12% | Add +6.2% | 476,982 | $17.9M |
| NewEdge Advisors, LLC | 0.12% | Reduce -15.7% | 476,845 | $17.9M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.87% | Add +3.2% | 469,025 | $17.6M |
| Fiduciary Alliance LLC | 2.29% | Add +5.4% | 458,783 | $17.2M |
| Ausdal Financial Partners, Inc. | 1.77% | Add +2.5% | 452,763 | $17.0M |
| Arq Wealth Advisors, LLC | 6.32% | Add +3.7% | 449,913 | $16.7M |
| Sanctuary Advisors, LLC | 0.10% | Add +4.8% | 454,814 | $16.0M |
| Landmark Wealth Management, LLC | 6.94% | Reduce -0.1% | 424,447 | $15.9M |
| Walkner Condon Financial Advisors LLC | 3.25% | Reduce -12.4% | 423,492 | $15.9M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 422,663 | $15.9M |
| Plante Moran Financial Advisors, LLC | 1.35% | Reduce -4.6% | 420,962 | $15.8M |
| Valmark Advisers, Inc. | 0.24% | Reduce -0.3% | 416,043 | $15.6M |
| GM Advisory Group, LLC | 0.91% | Reduce -1.2% | 404,622 | $15.2M |
| Waverly Advisors, LLC | 0.28% | Add +4.3% | 398,645 | $15.0M |
| Corient Private Wealth LP | 0.02% | Add +12.1% | 385,663 | $14.5M |
| Bank Hapoalim BM | 2.29% | No change | 384,000 | $14.4M |
| Moss Adams Wealth Advisors LLC | 1.58% | Reduce -14.2% | 383,343 | $14.4M |
| Diversify Wealth Management, LLC | 1.38% | Add +15.3% | 399,658 | $14.4M |
| St Germain D J Co. Inc. | 0.66% | Reduce -4.5% | 382,529 | $14.4M |
| Fairfield University | 9.28% | Reduce -17.3% | 378,109 | $14.2M |
| Berger Financial Group, Inc | 1.00% | Add +8.5% | 370,336 | $13.9M |
| Invenio Wealth Partners LLC | 6.00% | Add +2.8% | 369,176 | $13.9M |
| Certified Advisory Corp | 1.52% | Add +149.8% | 365,122 | $13.7M |
| RFG Advisory, LLC | 0.41% | Reduce -0.4% | 361,531 | $13.6M |
| Tennessee Valley Asset Management Partners | 2.22% | Add +295.1% | 356,489 | $13.4M |
| Strategic Financial Planning, Inc. | 8.83% | Reduce -6.2% | 355,441 | $13.4M |
| Procyon Advisors, LLC | 0.90% | Add +4.8% | 346,855 | $13.0M |
| Snowden Capital Advisors LLC | 0.39% | Add +3.5% | 346,563 | $13.0M |
| Raymond James & Associates | 0.01% | Add +3.1% | 346,256 | $13.0M |
| Mason & Associates, LLC | 3.92% | Add +3.9% | 340,833 | $12.8M |
| Jane Street Group, LLC | 0.02% | Add +81.7% | 340,801 | $12.8M |
| Wealth Advisors of Iowa, LLC | 6.48% | New | 338,926 | $12.7M |
| Wrapmanager Inc. | 3.29% | Add +26.4% | 338,636 | $12.7M |
| JDM Financial Group LLC | 6.84% | Add +7.4% | 334,927 | $12.6M |
| Debussy Capital Management LP | 3.62% | Reduce -6.3% | 331,963 | $12.5M |
| Strategic Financial Partners, Ltd. | 6.14% | Reduce -19.8% | 320,093 | $12.0M |
| Gradient Capital Advisors, LLC | 3.93% | Add +8.3% | 316,043 | $11.9M |
| Horizon Financial Services, LLC | 7.03% | Add +4.2% | 314,927 | $11.8M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -4.6% | 314,583 | $11.8M |
| Orion Portfolio Solutions, LLC | 0.12% | Reduce -4.6% | 314,583 | $11.8M |
| Rodgers & Associates, LTD | 1.40% | Reduce -1.9% | 312,371 | $11.7M |
| Astoria Portfolio Advisors LLC. | 3.98% | Add +117.7% | 315,384 | $11.7M |
| Values Added Financial LLC | 7.16% | Add +0.7% | 302,262 | $11.4M |
| Fidelity D & D Bancorp Inc. | 7.47% | Add +7.5% | 298,859 | $11.2M |
| Signet Financial Management, LLC | 1.42% | Add +4.5% | 297,640 | $11.2M |
| Brookstone Capital Management | 0.16% | Reduce -3.9% | 293,649 | $11.0M |
| Probity Advisors, Inc. | 2.07% | Add +7.9% | 287,716 | $10.8M |
| Boltwood Capital Management | 3.17% | Add +1.1% | 284,710 | $10.7M |
| Truist Financial Corp. | 0.02% | Reduce -4.5% | 281,862 | $10.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.90% | Add +3.1% | 281,373 | $10.6M |
| SPC Financial, Inc. | 0.93% | Add +0.7% | 280,856 | $10.5M |
| Municipal Employees' Retirement System of Michigan | 0.14% | Add +3.4% | 276,169 | $10.4M |
| O'Connor Financial Group LLC | 5.31% | Add +7.8% | 269,147 | $10.1M |
| Ironwood Wealth Management, LLC. | 3.02% | Reduce -0.9% | 267,433 | $10.0M |
| DORVAL Corp | 4.07% | Add +0.8% | 266,345 | $9.9M |
| Integrated Capital Management, Inc. | 7.54% | Reduce -4.6% | 259,951 | $9.8M |
| Hobbs Group Advisors, LLC | 3.46% | Add +15.9% | 257,404 | $9.7M |
| Leslie Global Wealth, LLC | 4.61% | Add +4.6% | 252,377 | $9.5M |
| Sanchez Wealth Management Group | 2.89% | Reduce -15.2% | 252,098 | $9.5M |
| Scotia Capital Inc. | 0.05% | Add +1.9% | 249,073 | $9.4M |
| Valtinson Bruner Financial Planning LLC | 3.22% | Add +14.4% | 246,207 | $9.2M |
| Cascade Financial Partners, LLC | 1.15% | Reduce -0.0% | 253,215 | $9.2M |
| CSM Advisors, LLC | 0.60% | No change | 242,650 | $9.1M |
| Sensible Financial Planning & Management, LLC. | 1.79% | Add +2.3% | 241,928 | $9.1M |
| Fort Point Capital Partners LLC | 1.14% | Add +0.6% | 241,357 | $9.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.25% | Reduce -2.4% | 241,137 | $9.1M |
| Portside Wealth Group, LLC | 1.55% | Add +11.9% | 240,874 | $9.0M |
| TPG Financial Advisors, LLC | 4.07% | Add +4.6% | 240,568 | $9.0M |
| Focus Partners Advisor Solutions, LLC | 0.19% | Reduce -0.3% | 240,484 | $9.0M |
| NSI Retail Advisors, LLC | 1.34% | No change | 239,200 | $9.0M |
| Diversify Advisory Services, LLC | 0.48% | Reduce -6.8% | 243,443 | $8.8M |
| BayBridge Capital Group, LLC | 6.26% | Add +2.6% | 231,517 | $8.7M |
| Seven Springs Wealth Group, LLC | 3.17% | Reduce -0.4% | 226,888 | $8.5M |
| Roble, Belko & Company, Inc | 1.34% | Reduce -12.7% | 226,797 | $8.5M |
| Cary Street Partners Investment Advisory LLC | 0.31% | Add +20.2% | 226,474 | $8.5M |
| Marathon Strategic Advisors, LLC | 8.94% | Add +19.3% | 225,260 | $8.5M |
| Harbour Investments, Inc. | 0.25% | Reduce -12.0% | 222,933 | $8.4M |
| Venturi Wealth Management, LLC | 0.44% | Reduce -0.8% | 221,624 | $8.3M |
| Partners in Financial Planning | 1.67% | Reduce -5.1% | 220,558 | $8.3M |
| Brown Financial Advisory | 5.85% | Reduce -0.1% | 220,111 | $8.3M |
| Atlas Capital Advisors Inc. | 1.26% | Add +3.0% | 219,686 | $8.3M |
| BIP Wealth, LLC | 0.56% | Add +10.5% | 218,340 | $8.2M |
| New England Capital Financial Advisors LLC | 4.22% | Add +1.7% | 216,480 | $8.1M |
| Rosenberg Matthew Hamilton | 2.12% | Add +4.3% | 215,839 | $8.1M |
| Obsidian Personal Planning Solutions LLC | 4.23% | Add +11.3% | 227,053 | $8.1M |
| Brown Financial Advisors | 3.32% | Add +5.9% | 214,914 | $8.1M |
| Trilogy Capital Inc. | 0.40% | Reduce -41.5% | 210,573 | $7.9M |
| Millington Financial Advisors, LLC | 4.91% | Add +11.8% | 209,944 | $7.9M |
| Security Financial Services, INC. | 1.60% | Reduce -2.3% | 208,851 | $7.8M |
| Flagship Harbor Advisors, LLC | 0.43% | Add +10.0% | 207,307 | $7.8M |
| Gibbs Wealth Management | 2.49% | Add +45.1% | 204,582 | $7.7M |
| Dakota Wealth Management | 0.17% | Add +44.5% | 204,319 | $7.7M |
| Simplicity Wealth,LLC | 0.71% | Reduce -21.8% | 202,882 | $7.6M |
| Orin Green Financial, LLC | 3.26% | Add +3.9% | 201,554 | $7.6M |
| Cornerstone Wealth Management, LLC | 0.53% | Add +9.3% | 200,321 | $7.5M |
| Diligent Investors, LLC | 1.74% | Reduce -0.6% | 198,943 | $7.5M |
| Tortoise Investment Management, LLC | 0.77% | Add +7.9% | 197,472 | $7.4M |
| Cedrus LLC | 2.75% | Add +10.7% | 197,311 | $7.4M |
| AIFG Consultants Ltd. | 5.59% | Reduce -2.5% | 195,885 | $7.4M |
| Hibernia Wealth Partners, LLC | 2.54% | Reduce -5.5% | 195,013 | $7.3M |
| Aspire Private Capital, LLC | 1.72% | Reduce -56.1% | 192,040 | $7.2M |
| Cresset Asset Management, LLC | 0.03% | No change | 190,348 | $7.1M |
| Aire Advisors, LLC | 1.53% | Reduce -0.1% | 184,586 | $6.9M |
| CW Advisors, LLC | 0.09% | Add +5.3% | 183,753 | $6.9M |
| Independent Financial Group, LLC | 0.25% | Add +13.2% | 183,751 | $6.9M |
| Landmark Wealth Management, Inc. | 3.42% | Reduce -44.3% | 182,839 | $6.9M |
| Ignite Planners, LLC | 1.57% | Add +9.5% | 182,640 | $6.9M |
| Kingsview Wealth Management, LLC | 0.14% | Reduce -44.2% | 178,583 | $6.7M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -6.0% | 177,643 | $6.7M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +16.1% | 177,550 | $6.7M |
| Pring Turner Capital Group Inc. | 4.19% | Reduce -1.7% | 176,655 | $6.6M |
| Comerica Bank | 0.03% | Add +1.3% | 176,216 | $6.6M |
| Aquire Wealth Advisors, LLC | 2.08% | Reduce -2.1% | 176,076 | $6.6M |
| Cornerstone Advisors Asset Management, LLC | 1.45% | Add +0.7% | 174,614 | $6.6M |
| Focus Partners Wealth | 0.02% | Reduce -2.1% | 173,518 | $6.5M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -3.3% | 171,711 | $6.4M |
| Avior Wealth Management, LLC | 0.26% | Add +1.8% | 171,280 | $6.4M |
| Sentinel Pension Advisors, LLC | 1.23% | Reduce -2.5% | 169,346 | $6.4M |
| Empowered Funds, LLC | 0.10% | Add +2.3% | 168,521 | $6.3M |
| Opes Wealth Management LLC | 1.21% | Add +3.8% | 167,004 | $6.3M |
| Towercrest Capital Management | 1.00% | Reduce -16.2% | 165,318 | $6.2M |
| Optimist Retirement Group LLC | 2.79% | Add +3.0% | 164,307 | $6.2M |
| Lifestyle Asset Management, Inc. | 3.39% | Add +1.4% | 163,264 | $6.1M |
| XML Financial, LLC | 0.57% | Add +2.1% | 162,846 | $6.1M |
| Wrenne Financial Planning LLC | 3.61% | Add +2.1% | 161,220 | $6.1M |
| ORBA Wealth Advisors, L.L.C. | 3.06% | Add +0.5% | 161,001 | $6.0M |
| Insight Advisors, LLC/ PA | 1.04% | Reduce -10.9% | 159,203 | $6.0M |
| Montz Harcus Wealth Management LLC | 3.46% | Add +7.5% | 157,710 | $5.9M |
| Pecaut & Co. | 2.10% | Add +6.7% | 157,418 | $5.9M |
| Red Wave Investments LLC | 2.02% | Reduce -4.6% | 154,198 | $5.8M |
| Collaborative Wealth Managment Inc. | 2.61% | Add +5.3% | 153,938 | $5.8M |
| Battery Global Advisors, LLC | 3.08% | No change | 150,890 | $5.7M |
| Cary Street Partners Asset Management LLC | 0.74% | Add +41.6% | 150,138 | $5.6M |
| Rwa Wealth Partners, LLC | 0.07% | Add +5.8% | 149,812 | $5.6M |
| Tranquilli Financial Advisor LLC | 3.50% | Add +8.6% | 148,471 | $5.6M |
| Merriman Wealth Management, LLC | 0.22% | Add +1.6% | 145,540 | $5.5M |
| Continuum Advisory, LLC | 0.69% | Reduce -1.1% | 154,842 | $5.4M |
| AE Wealth Management LLC | 0.05% | Reduce -20.7% | 144,351 | $5.4M |
| NovaPoint Capital, LLC | 1.67% | Add +5.1% | 143,719 | $5.4M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -0.4% | 142,051 | $5.3M |
| Arete Wealth Advisors, LLC | 0.45% | Reduce -23.5% | 141,461 | $5.3M |
| Delta Wealth Advisors LLC | 5.02% | Add +11.0% | 139,542 | $5.2M |
| Partnership Wealth Management, LLC | 3.64% | Add +524.8% | 137,318 | $5.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.12% | Reduce -0.9% | 137,164 | $5.2M |
| YHB Investment Advisors, Inc. | 0.42% | Reduce -0.9% | 136,475 | $5.1M |
| Bridge Advisory, LLC | 2.42% | Reduce -3.3% | 135,367 | $5.1M |
| Western Wealth Management, LLC | 0.29% | Reduce -43.3% | 134,804 | $5.1M |
| PAX Financial Group, LLC | 0.91% | Reduce -5.5% | 134,560 | $5.1M |
| Topel & Distasi Wealth Management, LLC | 2.07% | Add +0.0% | 133,070 | $5.0M |
| Sheets Smith Wealth Management | 0.61% | Reduce -0.0% | 132,018 | $5.0M |
| Convergence Financial, LLC | 1.03% | Reduce -18.5% | 129,387 | $4.9M |
| Anson Capital, Inc. | 4.33% | Reduce -15.9% | 128,984 | $4.8M |
| Gainplan LLC | 2.28% | Add +1.2% | 137,566 | $4.8M |
| BCS Wealth Management | 2.03% | Add +14.7% | 127,369 | $4.8M |
| Vicus Capital | 0.42% | Reduce -0.1% | 126,155 | $4.7M |
| FSB Premier Wealth Management, Inc. | 1.93% | Add +3.6% | 125,502 | $4.7M |
| Annapolis Financial Services, LLC | 1.38% | Reduce -0.1% | 124,170 | $4.7M |
| Concord Wealth Partners | 0.77% | Reduce -0.3% | 122,750 | $4.6M |
| Koshinski Asset Management, Inc. | 0.40% | Reduce -0.0% | 122,577 | $4.6M |
| Belpointe Asset Management LLC | 0.27% | Reduce -0.6% | 121,678 | $4.6M |
| Breed's Hill Capital LLC | 3.74% | Add +1.1% | 121,637 | $4.6M |
| WBH Advisory Inc. | 0.42% | Add +1.2% | 118,801 | $4.5M |
| Richardson Financial Services Inc. | 2.81% | Add +1.3% | 125,996 | $4.4M |
| Clarus Wealth Advisors | 2.22% | Add +0.2% | 118,009 | $4.4M |
| Heartwood Wealth Advisors LLC | 0.48% | No change | 115,854 | $4.4M |
| Mattson Financial Services, LLC | 1.55% | Reduce -0.6% | 123,246 | $4.3M |
| FMR LLC | 0.00% | Add +14.7% | 114,850 | $4.3M |
| Larson Financial Group LLC | 0.24% | Reduce -10.8% | 114,678 | $4.3M |
| Family Legacy, Inc. | 1.43% | Reduce -0.8% | 114,391 | $4.3M |
| McClarren Financial Advisors, Inc. | 0.54% | Add +1783.0% | 17,173 | $4.3M |
| Argent Financial Group, Inc. | 0.49% | — | 110,003 | $4.1M |
| Symphony Financial, Ltd. Co. | 0.68% | Add +5.8% | 108,991 | $4.1M |
| JRM Investment Counsel, LLC | 1.51% | Reduce -29.8% | 109,342 | $4.1M |
| Captrust Financial Advisors | 0.01% | Add +1.5% | 109,313 | $4.1M |
| Spire Wealth Management | 0.14% | Add +0.3% | 109,215 | $4.1M |
| Concord Asset Management, LLC | 0.91% | Add +3.6% | 107,580 | $4.0M |
| Financial Insights, Inc. | 1.31% | Reduce -15.5% | 106,822 | $4.0M |
| Eclectic Associates Inc. | 1.57% | Reduce -0.1% | 106,213 | $4.0M |
| Vertex Planning Partners, LLC | 0.95% | Add +1.4% | 105,867 | $4.0M |
| LBMC Investment Advisors, LLC | 0.31% | Reduce -1.9% | 105,765 | $4.0M |
| SOL Capital Management CO | 0.43% | Add +3.4% | 103,150 | $3.9M |
| G&S Capital LLC | 1.61% | Add +1.7% | 102,533 | $3.9M |
| Smartleaf Asset Management LLC | 0.46% | Reduce -21.6% | 101,520 | $3.8M |
| Alliance Wealth Management Group | 1.02% | Add +3.9% | 101,849 | $3.8M |
| Occidental Asset Management, LLC | 0.61% | Add +3.5% | 101,445 | $3.8M |
| Paladin Wealth, LLC | 3.29% | — | 100,291 | $3.8M |
| Nwam LLC | 0.23% | New | 100,053 | $3.8M |
| Old Mission Capital LLC | 0.08% | Add +608.5% | 99,416 | $3.7M |
| Norway Savings Bank | 2.02% | Add +5.2% | 99,157 | $3.7M |
| Towerpoint Wealth, LLC | 1.73% | Add +1.5% | 97,448 | $3.7M |
| Keener Financial Planning LLC | 2.39% | Reduce -10.8% | 97,241 | $3.7M |
| Venture Visionary Partners LLC | 0.16% | Reduce -27.6% | 95,276 | $3.6M |
| American Investment Services, Inc. | 0.59% | Reduce -0.2% | 94,550 | $3.6M |
| Granite Bay Wealth Management, LLC | 1.99% | Add +11.1% | 94,254 | $3.5M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -5.0% | 94,002 | $3.5M |
| HBW Advisory Services LLC | 0.51% | Reduce -3.5% | 93,298 | $3.5M |
| Financial Planning & Information Services, Inc. | 0.48% | Add +11.8% | 92,814 | $3.5M |
| Treynor Bancshares, Inc. | 3.53% | Reduce -10.7% | 91,823 | $3.4M |
| Northwest Wealth Management, LLC | 0.80% | Reduce -1.7% | 91,768 | $3.4M |
| Vermillion & White Wealth Management Group, LLC | 2.53% | Add +52.4% | 91,091 | $3.4M |
| Parallel Advisors, LLC | 0.08% | Reduce -2.8% | 90,732 | $3.4M |
| Smith Thornton Advisors LLC | 2.24% | Add +1.4% | 90,623 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.16% | Add +4.8% | 90,062 | $3.4M |
| Aerodigm Wealth, LLC | 2.13% | Reduce -2.4% | 89,550 | $3.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -22.5% | 89,770 | $3.4M |
| Wealth Quarterback LLC | 1.74% | Add +0.5% | 89,107 | $3.3M |
| Integrity Wealth Solutions LLC | 1.95% | Reduce -0.6% | 88,892 | $3.3M |
| Kingswood Wealth Advisors, LLC | 0.24% | Add +34.8% | 88,828 | $3.3M |
| Ervin Investment Management, LLC | 2.12% | Add +4.5% | 87,966 | $3.3M |
| Life Planning Partners, Inc | 2.92% | No change | 87,061 | $3.3M |
| Flputnam Investment Management Co. | 0.06% | Reduce -0.5% | 87,026 | $3.3M |
| NBT Bank, N.A. | 0.22% | Add +1.9% | 86,789 | $3.3M |
| Blue Barn Wealth, LLC | 1.67% | Add +12.2% | 86,776 | $3.3M |
| Simon Quick Advisors, LLC | 0.21% | Reduce -19.0% | 86,409 | $3.2M |
| Patriot Investment Management Group, Inc. | 0.23% | No change | 83,947 | $3.2M |
| SkyOak Wealth, LLC | 0.70% | Add +4.7% | 83,621 | $3.1M |
| Legacy Private Trust Co. | 0.21% | Reduce -11.4% | 83,185 | $3.1M |
| OneDigital Investment Advisors LLC | 0.04% | Add +1.7% | 82,763 | $3.1M |
| Seeds Investor LLC | 1.16% | Add +159.6% | 82,583 | $3.1M |
| Nicolet Advisory Services, LLC | 0.28% | Reduce -5.3% | 81,324 | $3.0M |
| Harbor Advisory Corp. | 0.98% | Reduce -0.7% | 79,855 | $3.0M |
| Equita Financial Network, Inc. | 1.10% | Add +5.4% | 79,839 | $3.0M |
| Moneco Advisors, LLC | 0.37% | Add +22.1% | 79,598 | $3.0M |
| Quent Capital, LLC | 0.30% | Add +0.3% | 79,467 | $3.0M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -19.8% | 79,381 | $3.0M |
| Farther Finance Advisors, LLC | 0.11% | Add +34.6% | 78,946 | $3.0M |
| Private Trust Co. NA | 0.29% | Add +1.1% | 76,624 | $2.9M |
| Financial Network Wealth Advisors LLC | 2.36% | Reduce -1.4% | 76,057 | $2.9M |
| Butensky & Cohen Financial Security, Inc. | 0.84% | Reduce -0.2% | 75,814 | $2.8M |
| Cooksen Wealth, LLC | 2.66% | Reduce -0.5% | 75,794 | $2.8M |
| Aveo Capital Partners, LLC | 0.30% | Reduce -37.4% | 75,570 | $2.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -2.6% | 75,056 | $2.8M |
| Austin Private Wealth, LLC | 0.28% | Reduce -29.1% | 74,865 | $2.8M |
| DeDora Capital, Inc. | 0.77% | No change | 73,837 | $2.8M |
| Schechter Investment Advisors, LLC | 0.20% | No change | 72,539 | $2.7M |
| Capital Analysts, LLC | 0.11% | Add +1.9% | 72,362 | $2.7M |
| Wilmington Savings Fund Society, FSB | 0.05% | New | 70,992 | $2.7M |
| Bensler, LLC | 0.34% | Add +16.2% | 70,941 | $2.7M |
| Foundations Investment Advisors, LLC | 0.06% | Add +60.1% | 70,449 | $2.6M |
| Cabot Wealth Management Inc. | 0.33% | Add +2.7% | 69,429 | $2.6M |
| Colton Groome Financial Advisors, LLC | 0.97% | Add +3.4% | 69,194 | $2.6M |
| Mutual Advisors, LLC | 0.08% | Reduce -61.2% | 71,922 | $2.6M |
| Advisor OS, LLC | 0.26% | Add +0.0% | 68,483 | $2.6M |
| LexAurum Advisors, LLC | 0.57% | Add +5.4% | 67,969 | $2.6M |
| Raleigh Capital Management Inc. | 0.98% | Reduce -55.5% | 67,856 | $2.5M |
| JFS Wealth Advisors, LLC | 0.17% | Add +0.5% | 67,712 | $2.5M |
| FF Advisors,LLC | 1.64% | Reduce -19.4% | 68,122 | $2.5M |
| Oxinas Partners, LLC | 1.54% | Add +51.1% | 66,879 | $2.5M |
| Opus Capital Group, LLC | 0.31% | Reduce -1.0% | 66,647 | $2.5M |
| McKinley Carter Wealth Services, Inc. | 0.15% | Reduce -2.8% | 66,346 | $2.5M |
| Lunt Capital Management, Inc. | 1.16% | Reduce -0.5% | 66,262 | $2.5M |
| Tilson Financial Group, Inc. | 1.05% | Add +21.3% | 64,702 | $2.4M |
| Baron Financial Group, LLC | 1.48% | Reduce -3.6% | 64,350 | $2.4M |
| Ascent Group, LLC | 0.18% | Reduce -37.9% | 64,227 | $2.4M |
| Watershed Private Wealth LLC | 0.95% | Reduce -1.3% | 63,260 | $2.4M |
| Steele Capital Management, Inc. | 0.12% | Add +0.4% | 63,216 | $2.4M |
| ABLE Financial Group, LLC | 0.73% | Reduce -3.4% | 63,203 | $2.4M |
| Breakwater Investment Management | 0.99% | Add +0.4% | 62,953 | $2.4M |
| One Capital Management, LLC | 0.08% | Reduce -43.5% | 62,687 | $2.4M |
| Csenge Advisory Group | 0.12% | Reduce -31.5% | 63,393 | $2.3M |
| Kohmann Bosshard Financial Services, LLC | 0.29% | Add +0.2% | 62,389 | $2.3M |
| Vista Investment Management | 0.88% | Add +1.7% | 61,981 | $2.3M |
| Weitzel Financial Services, Inc. | 1.09% | Add +1.9% | 62,263 | $2.3M |
| Lowe Brockenbrough & Co. Inc. | 0.15% | No change | 61,300 | $2.3M |
| ACT Advisors, LLC. | 1.08% | Reduce -2.3% | 61,135 | $2.3M |
| GPS Wealth Strategies Group, LLC | 0.30% | Reduce -1.1% | 60,437 | $2.3M |
| Citigroup Inc. | 0.00% | Add +2049.2% | 60,284 | $2.3M |
| Worth Financial Advisory Group, LLC | 1.32% | Add +2.0% | 59,624 | $2.2M |
| Wade Financial Advisory, Inc | 0.75% | Reduce -0.6% | 59,330 | $2.2M |
| Rockbridge Investment Management, LCC | 0.29% | Reduce -11.8% | 59,226 | $2.2M |
| Prudential Financial Inc. | 0.00% | Add +154.9% | 59,755 | $2.2M |
| Summit Trail Advisors, LLC | 0.05% | Add +14.3% | 57,623 | $2.2M |
| NewEdge Wealth, LLC | 0.04% | New | 55,974 | $2.1M |
| Tyche Wealth Partners LLC | 0.48% | Add +11.2% | 55,954 | $2.1M |
| Visionary Wealth Advisors | 0.13% | Add +8.0% | 55,500 | $2.1M |
| Paladin Advisory Group, LLC | 1.53% | Reduce -1.2% | 55,309 | $2.1M |
| Montis Financial, LLC | 0.73% | New | 55,007 | $2.1M |
| UNIVEST FINANCIAL Corp | 0.14% | New | 54,952 | $2.1M |
| WCG Wealth Advisors LLC | 0.14% | Reduce -34.0% | 54,467 | $2.0M |
| Financial Connections Group, Inc. | 1.00% | Reduce -0.5% | 54,043 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +116.9% | 53,329 | $2.0M |
| North Star Asset Management Inc. | 0.09% | Add +6.6% | 53,064 | $2.0M |
| USAdvisors Wealth Management, LLC | 0.70% | Reduce -19.3% | 52,706 | $2.0M |
| StoneX Group Inc. | 0.14% | Add +9.3% | 52,889 | $2.0M |
| Global Financial Private Client, LLC | 0.76% | Reduce -31.5% | 52,103 | $2.0M |
| PCG Wealth Advisors, LLC | 0.75% | Add +1.3% | 51,919 | $2.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.26% | Add +1.3% | 51,613 | $1.9M |
| Trinity Wealth Management, LLC | 0.88% | Add +1.2% | 51,077 | $1.9M |
| Laurel Wealth Planning LLC | 1.23% | Reduce -1.0% | 50,093 | $1.9M |
| Stevens Capital Partners | 0.89% | Add +3.5% | 49,800 | $1.9M |
| Algorithmic Investment Models, LLC | 1.37% | Add +4.5% | 49,782 | $1.9M |
| Compound Planning, Inc. | 0.12% | Reduce -2.3% | 49,632 | $1.9M |
| Norden Group LLC | 0.22% | Add +2.3% | 49,203 | $1.8M |
| Sage Mountain Advisors LLC | 0.16% | No change | 49,063 | $1.8M |
| Modera Wealth Management, LLC | 0.02% | Add +41.6% | 49,019 | $1.8M |
| Perennial Investment Advisors, LLC | 0.23% | Add +67.1% | 48,096 | $1.8M |
| EP Wealth Advisors, LLC | 0.02% | Add +29.5% | 47,842 | $1.8M |
| FWG Investments, LLC. | 1.54% | Add +7.7% | 47,348 | $1.8M |
| TKG Advisors, LLC | 0.87% | Add +2.6% | 47,197 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +6.0% | 47,109 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +7.6% | 46,616 | $1.8M |
| Alliance Wealth Advisors, LLC | 0.46% | Add +4.2% | 46,609 | $1.8M |
| Bessemer Group Inc. | 0.00% | Add +5868.7% | 46,556 | $1.7M |
| IRON Financial LLC | 0.95% | Reduce -2.0% | 46,391 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | No change | 46,338 | $1.7M |
| First Manhattan Co. Llc. | 0.01% | Reduce -1.6% | 45,518 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +11.0% | 45,504 | $1.7M |
| Richard P Slaughter Associates Inc | 0.39% | Add +0.1% | 45,290 | $1.7M |
| First Horizon Advisors, Inc. | 0.05% | Add +7.3% | 45,068 | $1.7M |
| Lanark Financial, Inc. | 0.14% | Reduce -2.6% | 44,766 | $1.7M |
| Bluespring Wealth Management, LLC | 0.17% | No change | 44,364 | $1.7M |
| Apella Capital, LLC | 0.07% | Reduce -1.0% | 43,641 | $1.6M |
| Composition Wealth, LLC | 0.04% | Reduce -2.3% | 43,075 | $1.6M |
| Wealthspire Retirement, LLC | 0.13% | Reduce -1.4% | 42,992 | $1.6M |
| AdvisorNet Financial, Inc | 0.12% | Add +56.8% | 42,826 | $1.6M |
| M&T Bank Corp | 0.01% | Reduce -6.4% | 42,113 | $1.6M |
| Baldwin Wealth Partners LLC | 0.11% | New | 41,881 | $1.6M |
| Sigma Planning Corp | 0.05% | Reduce -2.5% | 41,227 | $1.5M |
| Quantinno Capital Management LP | 0.02% | New | 40,884 | $1.5M |
| True North Advisors, LLC | 0.40% | Reduce -1.7% | 40,758 | $1.5M |
| MCF Advisors LLC | 0.11% | No change | 40,582 | $1.5M |
| International Private Wealth Advisors LLC | 2.23% | Reduce -16.4% | 40,563 | $1.5M |
| Stablepoint Partners, LLC | 0.28% | Add +4.6% | 40,518 | $1.5M |
| Range Financial Group LLC | 2.09% | Reduce -52.5% | 40,378 | $1.5M |
| Financial Advocates Investment Management | 0.08% | Add +8.1% | 39,258 | $1.5M |
| Clarkston Capital Partners, LLC | 0.03% | No change | 39,500 | $1.5M |
| World Investment Advisors | 0.05% | Add +12.6% | 39,340 | $1.5M |
| Advisor Resource Council | 0.66% | New | 38,604 | $1.4M |
| New Century Financial Group, LLC | 0.53% | Add +12.8% | 38,411 | $1.4M |
| Salomon & Ludwin, LLC | 0.14% | Add +2.0% | 37,651 | $1.4M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -11.6% | 39,076 | $1.4M |
| Ballast Advisors LLC | 0.43% | Reduce -4.7% | 36,858 | $1.4M |
| Meridian Wealth Management, LLC | 0.07% | Add +4.5% | 36,292 | $1.4M |
| Strategic Financial Concepts, LLC | 0.43% | Reduce -97.4% | 36,276 | $1.4M |
| Outlook Wealth Advisors, LLC | 0.39% | Reduce -42.5% | 36,203 | $1.4M |
| Northern Trust Corp. | 0.00% | Add +35.8% | 36,000 | $1.4M |
| Colonial River Investments, LLC | 0.66% | Add +1.2% | 35,570 | $1.3M |
| McNaughton Wealth Management, LLC | 0.65% | Reduce -1.7% | 35,397 | $1.3M |
| Canal Capital Management, LLC | 0.21% | Reduce -0.2% | 35,369 | $1.3M |
| Mgo One Seven LLC | 0.06% | Add +1.8% | 35,320 | $1.3M |
| Better Money Decisions, LLC | 0.92% | Add +2.7% | 34,565 | $1.3M |
| Glen Eagle Advisors, LLC | 0.22% | Add +14.5% | 34,227 | $1.3M |
| Pineridge Advisors LLC | 0.48% | Reduce -13.1% | 34,087 | $1.3M |
| Sterling Wealth Management, Inc. | 0.48% | Reduce -2.0% | 33,947 | $1.3M |
| Zhang Financial LLC | 0.08% | Add +19.5% | 33,465 | $1.3M |
| Howard Financial Services, LTD. | 0.18% | Reduce -1.3% | 33,298 | $1.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.07% | Reduce -4.1% | 33,053 | $1.2M |
| FreeGulliver LLC | 0.73% | Add +0.0% | 32,901 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -15.3% | 32,459 | $1.2M |
| Phillips Financial Management, LLC | 0.09% | Add +0.4% | 31,986 | $1.2M |
| Rehmann Capital Advisory Group | 0.08% | Add +3.0% | 31,953 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +60.3% | 31,809 | $1.2M |
| Courier Capital LLC | 0.08% | Reduce -5.1% | 31,517 | $1.2M |
| Greenleaf Trust | 0.01% | Add +0.1% | 31,467 | $1.2M |
| Keystone Wealth Services, LLC | 0.33% | Reduce -0.3% | 31,463 | $1.2M |
| Eagle Strategies LLC | 0.21% | Add +2.7% | 31,461 | $1.2M |
| German American Bancorp, Inc. | 0.13% | No change | 31,453 | $1.2M |
| Triad Wealth Partners, LLC | 0.63% | Reduce -5.4% | 31,433 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +2.1% | 31,376 | $1.2M |
| MGB Wealth Management, LLC | 0.43% | Reduce -1.8% | 31,297 | $1.2M |
| Consolidated Portfolio Review Corp | 0.26% | Add +8.9% | 31,141 | $1.2M |
| Bill Few Associates, Inc. | 0.41% | Add +38.0% | 30,754 | $1.2M |
| Capital Planning Advisors, LLC | 0.17% | Add +13.1% | 30,539 | $1.1M |
| TBH Global Asset Management, LLC | 0.25% | New | 30,505 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +284.5% | 30,748 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Reduce -15.0% | 29,908 | $1.1M |
| Renaissance Technologies | 0.00% | New | 29,400 | $1.1M |
| TFB Advisors LLC | 0.33% | Add +7.4% | 29,188 | $1.1M |
| WFA of San Diego, LLC | 0.92% | Reduce -7.7% | 28,979 | $1.1M |
| Dravo Bay LLC | 0.56% | Reduce -2.4% | 28,848 | $1.1M |
| Altrius Capital Management Inc | 0.27% | Add +0.0% | 28,699 | $1.1M |
| Advisory Services Network, LLC | 0.02% | No change | 30,716 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | Add +0.6% | 28,196 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +18.0% | 27,758 | $1.0M |
| Fifth Third Bancorp | 0.00% | No change | 27,679 | $1.0M |
| Freedom Investment Management, Inc. | 0.08% | Reduce -38.4% | 27,349 | $1.0M |
| LWM Advisory Services, LLC | 0.76% | Reduce -14.3% | 27,212 | $1.0M |
| Howard Wealth Management, LLC | 0.59% | Reduce -1.3% | 27,088 | $1.0M |
| MBM Wealth Consultants, LLC | 0.32% | Add +3.0% | 27,038 | $1.0M |
| MidAtlantic Capital Management, Inc. | 0.74% | Reduce -0.3% | 26,995 | $1.0M |
| Kathleen S. Wright Associates Inc. | 0.42% | Add +1.7% | 26,989 | $1.0M |
| Seaside Wealth Management, Inc. | 0.38% | No change | 26,931 | $1.0M |
| &partners | 0.02% | Add +28.7% | 26,771 | $1.0M |
| Jackson Creek Investment Advisors LLC | 0.30% | Add +2.1% | 26,566 | $998K |
| First Trust Direct Indexing L.P. | 0.05% | Add +10.0% | 26,369 | $990K |
| Curi Capital, LLC | 0.02% | No change | 26,340 | $989K |
| Narus Financial Partners, LLC | 0.35% | Reduce -1.8% | 26,069 | $979K |
| Balentine LLC | 0.04% | Reduce -3.2% | 25,931 | $974K |
| Enclave Advisors LLC | 0.16% | — | 25,901 | $973K |
| Baker Tilly Wealth Management, LLC | 0.43% | Add +3.7% | 25,852 | $971K |
| BSW Wealth Partners | 0.15% | Reduce -7.3% | 25,829 | $970K |
| Advisors Management Group Inc. | 0.23% | Add +2.0% | 25,385 | $953K |
| Hilltop Holdings Inc. | 0.06% | New | 24,664 | $926K |
| Journey Strategic Wealth LLC | 0.03% | New | 24,544 | $922K |
| Krilogy Financial LLC | 0.06% | No change | 24,455 | $919K |
| Elios Financial Group Inc. | 0.42% | — | 24,116 | $906K |
| Sharkey, Howes & Javer | 0.13% | New | 23,840 | $895K |
| Householder Group Estate & Retirement Specialist, LLC | 0.26% | Add +7.7% | 23,836 | $895K |
| Keystone Financial Group | 0.11% | New | 23,619 | $887K |
| WealthCare Investment Partners, LLC | 0.39% | Reduce -6.8% | 23,904 | $883K |
| AQR Capital Management | 0.00% | Add +192.2% | 23,499 | $883K |
| Allen Capital Group, LLC | 0.11% | Reduce -4.2% | 23,367 | $878K |
| Lumbard & Kellner, LLC | 0.39% | Add +4.6% | 23,281 | $874K |
| Bokf, NA | 0.02% | No change | 23,597 | $872K |
| Ascentis Independent Advisors | 0.14% | Reduce -1.8% | 23,128 | $869K |
| IFG Advisors, LLC | 0.19% | No change | 23,053 | $866K |
| Detalus Advisors, LLC | 0.28% | Add +6.6% | 22,598 | $849K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.3% | 21,936 | $824K |
| Wallace Advisory Group, LLC | 0.60% | No change | 23,475 | $824K |
| Upper Left Wealth Management, LLC | 0.72% | Reduce -2.0% | 22,097 | $821K |
| Strategic Blueprint, LLC | 0.05% | Reduce -1.4% | 21,800 | $819K |
| River Street Advisors LLC | 0.44% | Add +9.8% | 21,624 | $812K |
| Iams Wealth Management, LLC | 0.38% | Reduce -29.4% | 20,802 | $781K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +6.3% | 20,787 | $781K |
| Colonial Trust Co / SC | 0.12% | Reduce -0.7% | 20,755 | $780K |
| Lockerman Financial Group, Inc. | 1.31% | Reduce -27.9% | 20,660 | $776K |
| Great Diamond Partners, LLC | 0.20% | Reduce -0.5% | 20,436 | $768K |
| Destiny Capital Corp | 0.46% | No change | 20,843 | $747K |
| Professional Financial Advisors, LLC | 0.19% | Reduce -1.2% | 19,852 | $746K |
| Legacy Edge Advisors, LLC | 0.12% | Add +9.6% | 19,728 | $741K |
| Swmg, LLC | 0.30% | Reduce -38.4% | 21,036 | $737K |
| WealthShield Partners, LLC | 0.10% | Reduce -3.2% | 19,608 | $736K |
| Aletheian Wealth Advisors LLC | 0.43% | Reduce -33.1% | 19,604 | $736K |
| Bison Wealth, LLC | 0.12% | Reduce -2.7% | 19,582 | $736K |
| Triumph Capital Management | 0.26% | Reduce -32.1% | 19,521 | $733K |
| Modern Wealth Management, LLC | 0.04% | Add +26.8% | 19,511 | $733K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.05% | New | 19,480 | $732K |
| Balboa Wealth Partners | 0.18% | Reduce -56.7% | 19,443 | $730K |
| Balanced Wealth Group LLC | 0.32% | Reduce -0.9% | 19,429 | $730K |
| Kelly Financial Services LLC | 0.27% | Reduce -58.1% | 19,424 | $730K |
| PFG Advisors | 0.05% | Add +1.8% | 19,306 | $725K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -3.1% | 19,141 | $719K |
| Zacks Investment Management | 0.01% | Add +5.8% | 18,948 | $712K |
| Money Concepts Capital Corp. | 0.05% | Reduce -16.1% | 18,873 | $709K |
| Franklin Resources Inc. | 0.00% | No change | 19,061 | $707K |
| Acorn Financial Advisory Services Inc. | 0.12% | Reduce -8.3% | 18,733 | $704K |
| BCK Partners, Inc. | 0.33% | Reduce -4.0% | 18,670 | $701K |
| Stone Summit Wealth LLC | 0.23% | Reduce -0.7% | 18,640 | $700K |
| Maia Wealth LLC | 0.17% | Reduce -8.5% | 19,321 | $697K |
| Rooted Wealth Advisors, Inc. | 0.31% | Reduce -0.1% | 18,715 | $691K |
| New Republic Capital, LLC | 0.39% | No change | 18,200 | $684K |
| Altus Wealth Group LLC | 0.29% | Add +1.6% | 18,187 | $683K |
| Port Capital LLC | 0.03% | No change | 18,000 | $676K |
| Stephens Inc. | 0.01% | Add +20.2% | 17,943 | $674K |
| Keybank National Association | 0.00% | No change | 17,909 | $673K |
| Cannon Financial Strategists, Inc. | 0.12% | No change | 17,827 | $670K |
| Banco Santander, S.A. | 0.01% | Add +16.5% | 17,800 | $669K |
| Acropolis Investment Management, LLC | 0.04% | No change | 17,688 | $664K |
| M Holdings Securities, Inc. | 0.17% | Reduce -1.8% | 17,551 | $659K |
| Key Financial Inc | 0.15% | Add +1.3% | 17,520 | $658K |
| Glass Jacobson Investment Advisors llc | 0.22% | Add +8.4% | 17,435 | $655K |
| Watts Gwilliam & Co., LLC | 0.14% | — | 17,502 | $646K |
| Cedar Point Capital Partners, LLC | 0.44% | Add +4.2% | 17,191 | $646K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 17,157 | $644K |
| Spectrum Planning & Advisory Services Inc. | 0.61% | Reduce -4.9% | 16,811 | $631K |
| Savvy Advisors, Inc. | 0.12% | Add +25.0% | 16,374 | $615K |
| Fidelis Capital Partners, LLC | 0.07% | New | 17,054 | $613K |
| Laidlaw Wealth Management LLC | 0.30% | Add +4.3% | 16,220 | $609K |
| Wedmont Private Capital | 0.03% | Add +2.4% | 16,403 | $606K |
| Wellington Wealth Strategies, LLC. | 0.46% | New | 16,937 | $604K |
| Redwood Investment Management, LLC | 0.05% | Reduce -8.7% | 16,040 | $604K |
| Redwood Financial Network Corp | 0.47% | Reduce -23.4% | 16,069 | $604K |
| Independent Advisor Alliance | 0.02% | Add +1.7% | 15,776 | $593K |
| Running Point Capital Advisors, LLC | 0.23% | No change | 15,622 | $587K |
| Principal Securities, Inc. | 0.01% | Reduce -28.8% | 15,579 | $585K |
| Strategic Investment Advisors / MI | 0.06% | Reduce -48.5% | 15,559 | $584K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.2% | 15,550 | $584K |
| LVM Capital Management Ltd. | 0.07% | No change | 16,650 | $584K |
| DHK Financial Advisors, Inc. | 0.36% | No change | 15,500 | $582K |
| Evergreen Capital Management LLC | 0.02% | Add +10.3% | 15,175 | $570K |
| Leverty Financial Group, LLC | 0.31% | Add +74.9% | 15,129 | $568K |
| Newport Capital Group, LLC | 0.42% | Add +1.9% | 15,119 | $568K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +17.2% | 15,023 | $564K |
| Sowell Financial Services LLC | 0.03% | Reduce -3.0% | 14,968 | $562K |
| Whittier Trust Co. | 0.01% | No change | 14,917 | $560K |
| Choreo, LLC | 0.01% | New | 14,726 | $550K |
| Evanson Asset Management, LLC | 0.04% | Add +0.8% | 14,620 | $549K |
| Richard W. Paul & Associates, LLC | 0.20% | Reduce -40.8% | 14,600 | $548K |
| Accel Wealth Management | 0.20% | No change | 14,550 | $546K |
| REAP Financial Group, LLC | 0.13% | Reduce -27.7% | 14,537 | $546K |
| FSA Advisors, Inc. | 0.54% | Add +45.5% | 15,292 | $546K |
| Fairhaven Wealth Management, LLC | 0.17% | Reduce -1.5% | 14,368 | $540K |
| Yoder Wealth Management, Inc. | 0.32% | No change | 14,300 | $537K |
| United Asset Strategies, Inc. | 0.05% | Add +8.1% | 14,265 | $536K |
| Silver Oak Securities, Incorporated | 0.06% | Add +1766.4% | 14,166 | $534K |
| Raymond James Trust N.A. | 0.01% | No change | 14,130 | $531K |
| TLWM | 0.11% | Reduce -7.5% | 14,029 | $527K |
| Howard Capital Management Group, LLC | 0.04% | No change | 13,938 | $524K |
| Harbor Investment Advisory, LLC | 0.05% | No change | 13,919 | $523K |
| Austin Wealth Management, LLC | 0.11% | Reduce -3.5% | 14,119 | $522K |
| Strategic Wealth Partners, Ltd. | 0.05% | Add +5.0% | 13,883 | $521K |
| Gateway Wealth Partners, LLC | 0.14% | Reduce -23.2% | 13,874 | $521K |
| Advisors Capital Management, LLC | 0.01% | Add +45.0% | 13,868 | $521K |
| Advance Capital Management, Inc. | 0.02% | Add +4.6% | 13,845 | $520K |
| Baird Financial Group, Inc. | 0.00% | Reduce -59.9% | 13,739 | $516K |
| Kingfisher Capital LLC | 0.12% | No change | 13,695 | $514K |
| Astoria Strategic Wealth, Inc. | 0.15% | Reduce -11.0% | 13,688 | $514K |
| Argent Trust Co | 0.02% | Reduce -2.7% | 13,668 | $513K |
| Anchor Investment Management, LLC | 0.05% | No change | 13,667 | $513K |
| Rf&l Wealth Management, LLC | 0.36% | Reduce -2.5% | 13,647 | $513K |
| Lantz Financial LLC | 0.14% | Reduce -0.5% | 13,646 | $513K |
| Prevail Innovative Wealth Advisors, LLC | 0.15% | Add +2.7% | 13,427 | $504K |
| Glassman Wealth Services | 0.09% | Add +0.8% | 13,299 | $500K |
| Canvas Wealth Advisors, LLC | 0.14% | Reduce -2.6% | 13,042 | $490K |
| Shepherd Financial Partners LLC | 0.06% | No change | 12,998 | $488K |
| Cardiff Park Advisors, LLC | 0.04% | Add +4.0% | 12,900 | $485K |
| Dopkins Wealth Management, LLC | 0.39% | Reduce -3.7% | 12,888 | $484K |
| Copley Financial Group, Inc. | 0.44% | — | 12,850 | $483K |
| Highland Capital Management, LLC | 0.03% | No change | 12,780 | $480K |
| Resurgent Financial Advisors LLC | 0.28% | Reduce -11.5% | 12,777 | $480K |
| Prosperity Financial Group, Inc. | 0.27% | Reduce -1.3% | 12,737 | $478K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -8.5% | 12,734 | $478K |
| Brighton Jones LLC | 0.02% | Reduce -3.5% | 12,693 | $477K |
| American Trust | 0.04% | Reduce -6.6% | 12,617 | $474K |
| Gryphon Financial Partners LLC | 0.07% | Add +8.8% | 12,542 | $471K |
| MSH Capital Advisors LLC | 0.14% | Reduce -4.1% | 12,500 | $470K |
| Avantax Planning Partners, Inc. | 0.02% | Add +5.5% | 12,495 | $469K |
| SageView Advisory Group, LLC | 0.02% | Reduce -9.9% | 12,208 | $459K |
| Sequent Asset Management, LLC | 0.22% | Reduce -70.6% | 12,129 | $456K |
| Premier Path Wealth Partners, LLC | 0.07% | Reduce -47.9% | 12,027 | $452K |
| Nottingham Advisors, Inc. | 0.05% | Add +4.1% | 11,983 | $450K |
| Kavar Capital Partners Group, LLC | 0.07% | No change | 11,890 | $447K |
| Financial Advisory Partners, LLC | 0.15% | Add +4.6% | 11,835 | $445K |
| Pinnacle Family Advisors, LLC | 0.23% | Reduce -0.2% | 11,820 | $444K |
| Formidable Asset Management, LLC | 0.07% | Reduce -15.3% | 11,800 | $443K |
| Financial Management Network Inc. | 0.09% | New | 11,816 | $439K |
| Conservest Capital Advisors, Inc. | 0.04% | No change | 12,122 | $434K |
| Fortem Financial Group, LLC | 0.17% | No change | 11,439 | $430K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -5.0% | 11,359 | $427K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -19.8% | 11,308 | $425K |
| IVC Wealth Advisors LLC | 0.23% | Reduce -5.6% | 11,243 | $422K |
| Integrated Investment Consultants, LLC | 0.09% | Reduce -54.0% | 11,205 | $421K |
| Warren Street Wealth Advisors, LLC | 0.17% | Add +6.1% | 11,149 | $419K |
| Empower Advisory Group, LLC | 0.00% | New | 11,006 | $413K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +1.0% | 11,004 | $413K |
| Peirce Capital Management, LLC | 0.21% | No change | 10,963 | $412K |
| RMR Wealth Builders | 0.04% | New | 10,915 | $410K |
| Virtue Capital Management, LLC | 0.08% | Reduce -31.7% | 10,824 | $407K |
| Investments & Financial Planning, LLC | 0.26% | Reduce -0.0% | 10,814 | $406K |
| Tempus Wealth Planning, LLC | 0.15% | Add +36.3% | 10,750 | $404K |
| Smith, Moore & Co. | 0.04% | No change | 10,704 | $402K |
| Leo Wealth, LLC | 0.04% | No change | 10,490 | $394K |
| Flynn Zito Capital Management, LLC | 0.19% | Reduce -1.1% | 10,407 | $391K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -3.1% | 10,353 | $389K |
| Meritage Portfolio Management | 0.02% | Add +13.0% | 10,338 | $388K |
| Coppell Advisory Solutions LLC | 0.06% | Reduce -23.7% | 10,145 | $383K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | Reduce -18.0% | 10,132 | $381K |
| Lincoln Capital Corp. | 0.15% | No change | 10,067 | $378K |
| Richardson Capital Management LLC | 0.26% | No change | 10,006 | $376K |
| Sierra Summit Advisors LLC | 0.09% | New | 10,000 | $376K |
| Burney Co./ | 0.01% | No change | 9,947 | $374K |
| Orleans Capital Management Corp. | 0.21% | No change | 9,875 | $371K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -6.5% | 9,820 | $369K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 9,808 | $368K |
| Acorn Wealth Advisors, LLC | 0.16% | Add +3.6% | 9,788 | $368K |
| Alta Wealth Advisors LLC | 0.17% | Reduce -5.9% | 9,701 | $364K |
| Wealthfront Advisers LLC | 0.00% | Reduce -4.2% | 9,650 | $362K |
| Cypress Financial Planning LLC | 0.13% | Add +0.2% | 9,637 | $362K |
| Pacifica Partners Inc. | 0.15% | Reduce -4.8% | 9,630 | $362K |
| SlateStone Wealth, LLC | 0.03% | Add +0.3% | 9,492 | $357K |
| Sensible Money, LLC | 0.15% | No change | 9,376 | $352K |
| MBL Wealth, LLC | 0.04% | No change | 9,350 | $351K |
| MB Generational Wealth, LLC | 0.25% | No change | 9,313 | $350K |
| WealthPlan Investment Management, LLC | 0.04% | New | 9,296 | $349K |
| Retirement Planning Group, LLC | 0.02% | Reduce -0.6% | 9,260 | $348K |
| Northwest Capital Management Inc | 0.12% | Add +1.6% | 9,181 | $345K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +1.0% | 9,120 | $343K |
| Calton & Associates, Inc. | 0.13% | Reduce -41.7% | 9,096 | $342K |
| Veery Capital, LLC | 0.13% | No change | 9,030 | $339K |
| Financial Strategies Group, Inc. | 0.08% | Reduce -1.4% | 9,077 | $337K |
| D.A. Davidson & Co. | 0.00% | Add +4.4% | 8,941 | $336K |
| Madden Advisory Services, Inc. | 0.15% | No change | 8,939 | $336K |
| Absolute Capital Management, LLC | 0.20% | Reduce -26.6% | 8,909 | $335K |
| Vantage Investment Partners, LLC | 0.03% | No change | 8,905 | $334K |
| Naples Global Advisors, LLC | 0.03% | Reduce -4.1% | 8,855 | $333K |
| T. Rowe Price Associates Inc. | 0.00% | New | 8,750 | $329K |
| Clarity Capital Advisors, LLC | 0.24% | No change | 8,747 | $329K |
| Azimuth Capital Investment Management LLC | 0.01% | New | 8,701 | $327K |
| McAdam, LLC | 0.02% | Add +23.9% | 8,697 | $327K |
| OMNI 360 Wealth, Inc. | 0.22% | Reduce -9.7% | 8,620 | $324K |
| Steel Grove Capital Advisors, LLC | 0.04% | No change | 8,500 | $321K |
| Bank of Hawaii | 0.01% | Add +43.9% | 8,456 | $318K |
| Mather Group, Llc. | 0.00% | Reduce -18.6% | 8,369 | $314K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -1.0% | 8,255 | $310K |
| Sabal Trust CO | 0.02% | No change | 8,235 | $309K |
| Intrepid Financial Planning Group LLC | 0.13% | New | 8,229 | $309K |
| Castleview Partners, LLC | 0.18% | Reduce -63.2% | 8,217 | $309K |
| SFG Wealth Management, LLC. | 0.16% | Reduce -6.9% | 8,182 | $307K |
| Old Second National Bank of Aurora | 0.07% | Reduce -8.4% | 8,149 | $306K |
| REDW Wealth LLC | 0.08% | Reduce -1.1% | 8,145 | $306K |
| Intrua Financial, LLC | 0.05% | Add +9.5% | 8,036 | $302K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.2% | 8,385 | $302K |
| WNY Asset Management, LLC | 0.04% | Reduce -8.2% | 7,998 | $300K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.3% | 7,944 | $298K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.13% | No change | 7,921 | $298K |
| Brophy Wealth Management, LLC | 0.11% | — | 7,908 | $297K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 7,899 | $297K |
| JGP Wealth Management, LLC | 0.04% | No change | 7,784 | $292K |
| HM Payson & Co. | 0.01% | No change | 7,764 | $292K |
| Tidemark, LLC | 0.12% | Reduce -45.2% | 7,632 | $287K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +2.0% | 7,606 | $286K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -7.7% | 7,592 | $285K |
| Forza Wealth Management, LLC | 0.13% | No change | 7,545 | $283K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 7,500 | $282K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -48.3% | 7,492 | $281K |
| Fortress Wealth Management, Inc. | 0.14% | No change | 7,490 | $281K |
| Annex Advisory Services, LLC | 0.01% | Reduce -1.1% | 7,431 | $279K |
| Keel Point, LLC | 0.02% | No change | 7,392 | $278K |
| Retirement Investment Advisors, Inc. | 0.03% | Reduce -5.5% | 7,363 | $277K |
| MA Private Wealth | 0.05% | No change | 7,240 | $272K |
| Linscomb Wealth, Inc. | 0.01% | No change | 7,232 | $272K |
| Wealth Architects, LLC | 0.03% | No change | 7,188 | $270K |
| Claro Advisors Inc. | 0.03% | Reduce -0.7% | 7,166 | $269K |
| Capital CS Group, LLC | 0.32% | Add +1.4% | 7,145 | $268K |
| OLIO Financial Planning | 0.11% | No change | 7,844 | $267K |
| Mission Wealth Management, LP | 0.01% | No change | 7,091 | $266K |
| Client 1ST Advisory Group, LLC | 0.11% | No change | 7,058 | $265K |
| Hutchens & Kramer Investment Management Group, LLC | 0.15% | Reduce -8.2% | 7,092 | $265K |
| Ellevest, Inc. | 0.01% | No change | 7,014 | $263K |
| Cape Investment Advisory, Inc. | 0.11% | Reduce -12.6% | 6,981 | $262K |
| Smith Salley Wealth Management | 0.02% | No change | 6,880 | $258K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -15.7% | 6,874 | $258K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 6,872 | $258K |
| Ballast, Inc. | 0.07% | Add +5.8% | 6,833 | $257K |
| Tru Independence Asset Management 2, LLC | 0.22% | — | 6,814 | $256K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -1.0% | 6,798 | $255K |
| Pinnacle Financial Partners Inc | 0.01% | Add +0.6% | 6,780 | $255K |
| American Institute for Advanced Investment Management, LLP | 0.18% | No change | 6,730 | $253K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -1.1% | 6,721 | $252K |
| Lodestone Wealth Management LLC | 0.13% | Reduce -15.6% | 6,709 | $252K |
| HUB Investment Partners, LLC | 0.01% | Reduce -1.7% | 6,670 | $251K |
| GHP Investment Advisors, Inc. | 0.01% | Reduce -48.3% | 6,648 | $250K |
| Fernwood Investment Management, LLC | 0.08% | Reduce -43.6% | 6,523 | $245K |
| FSA Wealth Management LLC | 0.10% | — | 6,514 | $245K |
| Focus Financial Network, Inc. | 0.01% | No change | 6,513 | $245K |
| Telos Capital Management, Inc. | 0.03% | Reduce -3.5% | 6,440 | $242K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -1.5% | 6,420 | $241K |
| Penobscot Wealth Management | 0.13% | New | 6,397 | $240K |
| New Perspectives, Inc | 0.13% | No change | 6,376 | $239K |
| Peterson Wealth Management | 0.15% | No change | 6,375 | $239K |
| Cannell & Spears LLC | 0.00% | No change | 6,332 | $238K |
| MAI Capital Management | 0.00% | No change | 6,297 | $237K |
| Optivise Advisory Services LLC | 0.12% | Reduce -4.1% | 6,275 | $236K |
| Financial Futures Ltd Liability Co. | 0.13% | Reduce -7.8% | 6,109 | $229K |
| Independence Bank of Kentucky | 0.05% | No change | 6,096 | $229K |
| Aspen Wealth Management LLC | 0.07% | Reduce -4.4% | 5,938 | $223K |
| Americana Partners, LLC | 0.02% | No change | 5,935 | $223K |
| Traction Financial Partners, LLC | 0.17% | Reduce -14.9% | 5,890 | $221K |
| Encompass More Asset Management | 0.08% | Reduce -13.6% | 5,834 | $219K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 5,817 | $218K |
| Wolff Financial Management LLC | 0.06% | No change | 5,785 | $217K |
| Cambridge Advisors Inc. | 0.05% | No change | 5,747 | $216K |
| Cutler Investment Counsel LLC | 0.03% | Reduce -1.9% | 5,732 | $215K |
| Firethorn Wealth Partners, LLC | 0.11% | Reduce -37.6% | 5,711 | $215K |
| Vestia Personal Wealth Advisors | 0.20% | New | 5,694 | $214K |
| Ridgewood Investments LLC | 0.11% | Add +324.2% | 5,671 | $213K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.9% | 5,669 | $213K |
| Oarsman Capital, Inc. | 0.04% | New | 5,630 | $211K |
| Tranquility Partners, LLC | 0.08% | Reduce -26.6% | 5,625 | $211K |
| Wealthspire Advisors, LLC | 0.00% | New | 5,592 | $210K |
| Commerce Bank | 0.00% | New | 5,509 | $207K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 5,487 | $206K |
| Mainstream Capital Management LLC | 0.17% | — | 5,340 | $201K |
| Signaturefd, LLC | 0.00% | Reduce -1.5% | 5,300 | $199K |
| Quadrant Capital Group LLC | 0.01% | Add +0.2% | 5,054 | $190K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 4,589 | $172K |
| Sanctuary Wealth Management, L.L.C. | 0.12% | No change | 4,460 | $168K |
| Caitlin John, LLC | 0.11% | Reduce -22.7% | 4,735 | $166K |
| Balefire, LLC | 0.05% | Reduce -60.4% | 4,309 | $162K |
| Deutsche Bank AG | 0.00% | No change | 4,047 | $152K |
| Fairman Group, LLC | 0.14% | Reduce -25.1% | 4,038 | $152K |
| Bank of Montreal | 0.00% | Reduce -30.3% | 3,968 | $150K |
| Arcadia Investment Advisors LLC | 0.06% | No change | 3,215 | $121K |
| NorthRock Partners, LLC | 0.00% | No change | 3,186 | $120K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -23.8% | 3,140 | $118K |
| Morling Financial Advisors, LLC | 0.04% | No change | 3,045 | $114K |
| Westside Investment Management, Inc. | 0.02% | Reduce -4.3% | 2,865 | $108K |
| Coston, McIsaac & Partners | 0.03% | No change | 2,813 | $105K |
| Founders Financial Alliance, LLC | 0.03% | No change | 2,711 | $102K |
| Evermay Wealth Management LLC | 0.02% | No change | 2,663 | $100K |
| Waldron Private Wealth LLC | 0.00% | New | 2,532 | $95K |
| Carmichael Hill & Associates, Inc. | 0.03% | No change | 2,440 | $92K |
| Abound Wealth Management | 0.03% | Add +2.6% | 2,425 | $91K |
| Financial Gravity Companies, Inc. | 0.02% | — | 2,408 | $90K |
| Creative Financial Designs Inc. | 0.01% | Add +1.9% | 2,261 | $85K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,207 | $83K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 2,197 | $83K |
| PrairieView Partners, LLC | 0.01% | Add +2.3% | 2,120 | $79K |
| WealthCollab, LLC | 0.05% | Add +2.4% | 2,100 | $79K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.7% | 2,006 | $75K |
| Accent Capital Management, LLC | 0.04% | No change | 2,000 | $75K |
| American Capital Advisory, LLC | 0.04% | New | 1,900 | $71K |
| Bogart Wealth, LLC | 0.00% | Reduce -4.8% | 1,798 | $68K |
| Rothschild Investment LLC | 0.00% | Reduce -1.2% | 1,751 | $66K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -90.5% | 1,650 | $62K |
| M&R Capital Management Inc. | 0.01% | Add +89.2% | 1,612 | $61K |
| BlackRock, Inc. | 0.00% | — | 1,575 | $59K |
| Raffa Wealth Management, LLC | 0.01% | Add +28.6% | 1,564 | $59K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 1,517 | $57K |
| Alaska Wealth Advisors, LLC | 0.01% | No change | 1,401 | $53K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 1,317 | $49K |
| Clear Investment Research, LLC | 0.06% | New | 1,233 | $46K |
| Bare Financial Services, Inc | 0.02% | No change | 1,210 | $45K |
| Front Row Advisors LLC | 0.02% | Add +62.0% | 1,202 | $45K |
| PFG Private Wealth Management, LLC | 0.03% | No change | 1,173 | $44K |
| Arax Advisory Partners | 0.00% | Add +478.2% | 1,168 | $44K |
| Safe Harbor Fiduciary, LLC | 0.04% | — | 1,146 | $43K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,118 | $42K |
| Strengthening Families & Communities, LLC | 0.01% | No change | 1,070 | $40K |
| Tucker Asset Management LLC | 0.01% | No change | 1,068 | $40K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 1,048 | $39K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 1,045 | $39K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 987 | $37K |
| First PREMIER Bank | 0.01% | No change | 909 | $34K |
| Family Asset Management, LLC | 0.02% | No change | 885 | $33K |
| WR Wealth Planners, LLC | 0.01% | Add +22.5% | 867 | $33K |
| MilWealth Group LLC | 0.01% | No change | 851 | $32K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 839 | $32K |
| PSI Advisors, LLC | 0.01% | No change | 793 | $30K |
| Arlington Trust Co LLC | 0.01% | New | 764 | $29K |
| Future Financial Wealth Managment LLC | 0.02% | New | 745 | $28K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | Add +2.3% | 703 | $26K |
| Crewe Advisors LLC | 0.00% | Reduce -29.3% | 688 | $26K |
| Qube Research & Technologies Ltd | 0.00% | New | 673 | $25K |
| Motco | 0.00% | No change | 665 | $25K |
| Sandy Spring Bank | 0.00% | No change | 661 | $25K |
| ORG Partners LLC | 0.00% | Reduce -6.7% | 658 | $25K |
| Main Street Group, LTD | 0.01% | Reduce -0.3% | 608 | $23K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 606 | $23K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 599 | $22K |
| Johnson Financial Group, Inc. | 0.00% | New | 572 | $21K |
| Claris Advisors, LLC / Mo / | 0.01% | New | 562 | $21K |
| CENTRAL TRUST Co | 0.00% | New | 548 | $21K |
| Sunbelt Securities, Inc. | 0.00% | No change | 540 | $20K |
| Tsfg, LLC | 0.00% | Add +14.0% | 536 | $20K |
| Hanson & Doremus Investment Management | 0.00% | No change | 510 | $19K |
| Horizons Wealth Management | 0.01% | No change | 498 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -20.8% | 492 | $18K |
| Transcendent Capital Group LLC | 0.01% | No change | 491 | $18K |
| Ancora Advisors LLC | 0.00% | No change | 485 | $18K |
| Covestor Ltd | 0.01% | Reduce -18.8% | 457 | $17K |
| Peterson Financial Group, Inc. | 0.06% | New | 448 | $17K |
| Global Wealth Strategies & Associates | 0.01% | No change | 442 | $17K |
| Lindbrook Capital, LLC | 0.00% | No change | 412 | $15K |
| AllSquare Wealth Management LLC | 0.01% | No change | 410 | $15K |
| Davis Capital Management | 0.01% | No change | 404 | $15K |
| Laurel Wealth Advisors LLC | 0.00% | New | 382 | $14K |
| Tower View Wealth Management LLC | 0.01% | No change | 377 | $14K |
| Fortis Group Advisors, LLC | 0.00% | No change | 377 | $14K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 339 | $13K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 325 | $12K |
| UMB Bank, n.a. | 0.00% | No change | 297 | $11K |
| Element Wealth, LLC | 0.01% | No change | 260 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 259 | $10K |
| Blue Trust, Inc. | 0.00% | Reduce -59.5% | 269 | $9K |
| Oakworth Capital, Inc. | 0.00% | No change | 192 | $7K |
| Anfield Capital Management, LLC | 0.00% | No change | 187 | $7K |
| Evensky & Katz LLC | 0.00% | Reduce -6.2% | 183 | $7K |
| Sound Income Strategies, LLC | 0.00% | Reduce -63.9% | 180 | $7K |
| Northwest Financial Advisors | 0.00% | New | 155 | $6K |
| FWL Investment Management, LLC | 0.00% | Reduce -87.0% | 151 | $6K |
| Operose Advisors LLC | 0.00% | No change | 151 | $6K |
| Russell Investments Group, Ltd. | 0.00% | New | 144 | $5K |
| Darwin Wealth Management, LLC | 0.00% | New | 129 | $5K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 117 | $4K |
| Evolution Advisers, Inc. | 0.00% | New | 109 | $4K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 95 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 91 | $3K |
| Luken Investment Analytics, LLC | 0.00% | Reduce -11.0% | 81 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 91 | $3K |
| Fourpath Capital Management, LLC | 0.00% | New | 78 | $3K |
| Asset Dedication, LLC | 0.00% | New | 70 | $3K |
| Blume Capital Management, Inc. | 0.00% | New | 64 | $2K |
| Winch Advisory Services, LLC | 0.00% | No change | 61 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 52 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 34 | $1K |
| Earned Wealth Advisors, LLC | 0.00% | New | 20 | $751 |
| Hoey Investments, Inc. | 0.00% | No change | 21 | $737 |
| Your Advocates Ltd., LLP | 0.00% | No change | 1 | $38 |
"% 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.