Ste STR SPDR PT DW Eu ETFSPDWETF
13F holders, Q4 2024 (December 31)973holders +81
63new positions
53sold out
4famous investors
$34.23avg. 13F price*
At the end of Q4 2024, 973 institutions reported holding Ste STR SPDR PT DW Eu ETF (SPDW) in their 13F filings, up 81 from Q3 2024. 63 opened new positions and 53 sold out. The largest holders were Creative Planning ($2.3B), Financial Engines Advisors L.L.C. ($2.3B) and Allworth Financial LP ($1.1B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Ste STR SPDR PT DW Eu ETF
- Filed as
- SPDR INDEX SHS FDS (Q4 2024)
- CUSIP
- 78463X889
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $66.3M |
| Exits | 53 | $66.2M |
All 13F filers, Q3 2024 → Q4 2024: 51,091,897 shares bought and 9,586,922 shares sold, net +41,504,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 973 holders
| Creative Planning | 2.28% | Add +28.8% | 68,708,048 | $2.3B |
| Financial Engines Advisors L.L.C. | 4.79% | Add +7.8% | 66,743,946 | $2.3B |
| Allworth Financial LP | 6.15% | Add +6.2% | 31,712,123 | $1.1B |
| LPL Financial LLC | 0.39% | Add +2.8% | 28,032,072 | $956.7M |
| Auto-Owners Insurance Co | 17.06% | Add +25.1% | 21,983,000 | $750.3M |
| Tiaa Trust, National Association | 1.38% | Add +1.2% | 13,314,729 | $454.4M |
| Cwm, LLC | 1.78% | Add +9.8% | 12,542,476 | $428.1M |
| Morgan Stanley | 0.02% | Add +23.5% | 8,143,365 | $277.9M |
| State Street Corp. | 0.01% | Add +12.3% | 7,816,439 | $266.8M |
| UBS Group AG | 0.06% | Reduce -15.5% | 7,279,969 | $248.5M |
| Horizon Investments, LLC | 6.74% | Reduce -1.6% | 6,883,460 | $234.9M |
| Envestnet Asset Management Inc. | 0.07% | Add +9.2% | 6,661,475 | $227.4M |
| Betterment LLC | 0.50% | Add +106.6% | 6,201,642 | $211.7M |
| Stadion Money Management, LLC | 15.87% | Add +4.2% | 5,940,696 | $202.8M |
| Townsquare Capital LLC | 2.25% | Add +10.9% | 5,832,251 | $199.1M |
| Bank of America Corp. | 0.02% | Reduce -3.7% | 5,220,085 | $178.2M |
| Mariner, LLC | 0.29% | Add +4.2% | 5,142,599 | $175.5M |
| Osaic Holdings, Inc. | 0.38% | Add +6.8% | 4,957,373 | $169.2M |
| Advisory Alpha, LLC | 5.35% | Add +0.8% | 4,405,127 | $150.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.3% | 3,944,818 | $134.6M |
| Gradient Investments LLC | 2.51% | Add +10.8% | 3,628,564 | $123.8M |
| Ameriprise Financial Inc. | 0.03% | Add +3.9% | 3,476,526 | $118.6M |
| Strategies Wealth Advisors, LLC | 14.21% | Add +19.3% | 3,162,651 | $114.1M |
| Pathstone Holdings, LLC | 0.43% | Reduce -3.8% | 2,863,021 | $97.7M |
| Raymond James Financial Inc. | 0.04% | — | 2,836,155 | $96.8M |
| Equitable Holdings, Inc. | 0.89% | Reduce -5.7% | 2,730,272 | $93.2M |
| Sei Investments Co. | 0.12% | Add +81.6% | 2,684,464 | $91.6M |
| Clearstead Advisors, LLC | 1.36% | Add +1.3% | 2,613,821 | $89.2M |
| Advocacy Wealth Management, LLC | 6.73% | Reduce -1.5% | 2,595,044 | $88.6M |
| Stifel Financial Corp. | 0.09% | Reduce -8.1% | 2,457,238 | $83.9M |
| GeoWealth Management, LLC | 2.71% | Reduce -7.4% | 2,429,024 | $82.9M |
| Private Advisor Group, LLC | 0.45% | Reduce -3.2% | 2,344,164 | $80.0M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +9.5% | 2,335,776 | $79.7M |
| Savant Capital, LLC | 0.60% | Reduce -4.1% | 2,232,372 | $76.2M |
| Envestnet Portfolio Solutions, Inc. | 0.25% | Add +8.0% | 2,228,843 | $76.1M |
| JNBA Financial Advisors | 7.59% | Reduce -4.0% | 2,176,759 | $74.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +4.7% | 2,139,186 | $73.0M |
| Assetmark, Inc. | 0.19% | Add +2.6% | 2,081,032 | $71.0M |
| McNamara Financial Services, Inc. | 16.68% | Reduce -5.7% | 2,078,553 | $70.9M |
| Cetera Investment Advisers | 0.13% | Add +2.4% | 1,829,614 | $62.4M |
| AlphaStar Capital Management, LLC | 5.95% | Add +12.8% | 1,666,829 | $56.9M |
| Park Avenue Securities LLC | 0.58% | Add +3.4% | 1,654,198 | $56.5M |
| Benjamin Edwards Inc. | 0.78% | Reduce -8.7% | 1,595,808 | $54.5M |
| Peterson Wealth Advisors, LLC | 9.74% | Reduce -1.0% | 1,576,858 | $54.0M |
| Axxcess Wealth Management, LLC | 1.31% | Add +6.4% | 1,553,404 | $53.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.8% | 1,543,722 | $52.7M |
| Capital Asset Advisory Services LLC | 2.50% | Add +5.9% | 1,479,320 | $50.7M |
| Schneider Downs Wealth Management Advisors, LP | 9.42% | Add +8.1% | 1,467,162 | $50.1M |
| Independent Advisor Alliance | 0.65% | Add +9062.4% | 1,445,464 | $49.3M |
| MML Investors Services, LLC | 0.17% | Add +11.8% | 1,425,201 | $48.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.9% | 1,419,077 | $48.4M |
| Truefg, LLC | 15.47% | Add +5.2% | 1,388,475 | $47.4M |
| Rockefeller Capital Management L.P. | 0.12% | Add +0.8% | 1,358,737 | $46.4M |
| Commonwealth Equity Services, LLC | 0.06% | Add +1.7% | 1,296,389 | $44.2M |
| KWB Wealth | 5.37% | Reduce -3.6% | 1,153,790 | $43.3M |
| HighTower Advisors, LLC | 0.06% | Add +11.6% | 1,233,397 | $42.1M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +5.3% | 1,229,461 | $42.0M |
| Goldstein Advisors, LLC | 5.98% | Add +79.8% | 1,205,502 | $41.1M |
| IAG Wealth Partners, LLC | 7.24% | Add +7.5% | 1,203,375 | $41.1M |
| Clearwater Capital Advisors, LLC | 3.72% | Add +0.1% | 1,115,010 | $38.1M |
| Callan Capital, LLC | 2.61% | Reduce -3.4% | 1,043,956 | $35.6M |
| Stratos Wealth Partners, LTD. | 0.50% | Reduce -7.6% | 1,023,906 | $34.9M |
| Global Strategic Investment Solutions, LLC | 4.08% | Reduce -3.5% | 1,020,875 | $34.8M |
| Boston Standard Wealth Management, LLC | 6.62% | Add +3.3% | 998,144 | $34.1M |
| Integrated Wealth Concepts LLC | 0.39% | Add +5.7% | 975,105 | $33.3M |
| US Bancorp \de | 0.04% | Add +7.2% | 956,174 | $32.6M |
| Global Retirement Partners, LLC | 0.93% | Add +4.0% | 953,482 | $32.5M |
| Thrivent Financial for Lutherans | 0.06% | Add +11.6% | 929,191 | $32.1M |
| Ballentine Partners, LLC | 0.55% | Reduce -2.6% | 940,120 | $32.1M |
| Bristlecone Advisors, LLC | 2.44% | Reduce -1.4% | 917,110 | $31.3M |
| Waller Financial Planning Group, Inc. | 7.84% | Add +1.4% | 911,132 | $31.1M |
| Wealthcare Advisory Partners LLC | 0.86% | Add +17.9% | 907,031 | $31.0M |
| Meeder Advisory Services, Inc. | 1.92% | Reduce -3.0% | 902,297 | $30.8M |
| MAI Capital Management | 0.23% | Add +14119.3% | 895,389 | $30.6M |
| Atlas Private Wealth Advisors | 4.13% | Reduce -2.0% | 854,327 | $29.2M |
| Facet Wealth, Inc. | 0.76% | Add +3.9% | 797,155 | $28.6M |
| IFP Advisors, Inc | 0.92% | Add +15.3% | 822,189 | $28.1M |
| Signature Estate & Investment Advisors LLC | 0.70% | Add +0.2% | 816,807 | $27.9M |
| Wells Fargo & Company | 0.01% | Add +5.8% | 811,843 | $27.7M |
| Goodman Financial Corp | 5.88% | Add +3.0% | 806,099 | $27.5M |
| Auour Investments LLC | 9.49% | Add +5.5% | 761,347 | $27.1M |
| Reston Wealth Management LLC | 9.88% | Add +3.6% | 778,754 | $26.6M |
| OneAscent Financial Services LLC | 2.23% | New | 766,967 | $26.2M |
| Brio Consultants, LLC | 4.06% | Add +6.7% | 760,202 | $25.9M |
| Rinkey Investments | 8.18% | Reduce -1.3% | 748,816 | $25.6M |
| ProVise Management Group, LLC | 2.16% | Add +3.7% | 738,345 | $25.2M |
| Confluence Investment Management LLC | 0.35% | Reduce -13.6% | 736,703 | $25.1M |
| Lifeworks Advisors, LLC | 4.38% | Add +32.5% | 710,638 | $24.3M |
| Garrett Wealth Advisory Group, LLC | 5.49% | Add +15.0% | 706,733 | $24.1M |
| Higgins & Schmidt Wealth Strategies LLC | 14.76% | Reduce -2.1% | 693,595 | $23.7M |
| ERn Financial, LLC | 3.49% | Add +4.9% | 681,113 | $23.2M |
| JT Stratford LLC | 3.79% | Reduce -7.9% | 672,567 | $23.0M |
| Cerity Partners LLC | 0.05% | Add +0.5% | 670,240 | $22.9M |
| Flagstone Financial Management | 7.52% | Add +4.2% | 662,803 | $22.6M |
| N.E.W. Advisory Services LLC | 2.15% | Reduce -5.0% | 662,340 | $22.6M |
| IHT Wealth Management, LLC | 0.73% | Reduce -5.7% | 658,761 | $22.5M |
| Pure Financial Advisors, LLC | 0.48% | Reduce -0.9% | 624,438 | $21.3M |
| Aptus Capital Advisors, LLC | 0.25% | Add +6.7% | 607,611 | $20.7M |
| CGN Advisors LLC | 1.99% | Add +17.0% | 600,199 | $20.5M |
| Geneos Wealth Management Inc. | 0.71% | Add +7.4% | 595,459 | $20.3M |
| Brighton Securities Corp. | 9.84% | — | 593,326 | $20.3M |
| Good Life Advisors, LLC | 1.47% | Add +10.7% | 590,152 | $20.1M |
| Knightsbridge Asset Management, LLC | 4.64% | Add +4.8% | 577,898 | $19.7M |
| Proffitt & Goodson Inc. | 3.24% | Add +5.2% | 573,072 | $19.6M |
| Diversify Wealth Management, LLC | 1.52% | Add +43.6% | 573,771 | $19.5M |
| NewEdge Advisors, LLC | 0.12% | Add +17.9% | 562,274 | $19.2M |
| First Heartland Consultants, Inc. | 1.94% | Add +12.7% | 554,583 | $18.9M |
| Second Line Capital, LLC | 5.01% | Add +3.5% | 544,950 | $18.6M |
| Great Lakes Advisors, LLC | 0.16% | Reduce -2.2% | 541,661 | $18.5M |
| SigFig Wealth Management, LLC | 0.66% | Add +5.2% | 542,592 | $18.4M |
| Merit Financial Group, LLC | 0.32% | Reduce -9.0% | 520,797 | $17.8M |
| Atria Investments, Inc | 0.22% | Add +3.5% | 517,615 | $17.7M |
| Graypoint LLC | 1.07% | Reduce -0.5% | 517,548 | $17.7M |
| Sanctuary Advisors, LLC | 0.11% | Add +6.8% | 485,785 | $17.5M |
| Treasure Coast Financial Planning | 11.41% | Reduce -2.3% | 507,730 | $17.3M |
| Iron Horse Wealth Management, LLC | 5.75% | Add +5.3% | 502,211 | $17.1M |
| Arax Advisory Partners | 1.08% | Add +42865.8% | 501,841 | $17.1M |
| Headland Capital, LLC | 5.74% | — | 491,383 | $16.8M |
| CSM Advisors, LLC | 0.77% | Add +98.6% | 481,850 | $16.4M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.38% | Add +2.3% | 479,953 | $16.4M |
| Fiduciary Alliance LLC | 1.62% | Add +2.1% | 468,554 | $16.0M |
| Ausdal Financial Partners, Inc. | 1.35% | Add +1.4% | 458,862 | $15.7M |
| Landmark Wealth Management, LLC | 6.77% | Add +5.5% | 447,741 | $15.3M |
| Walkner Condon Financial Advisors LLC | 3.08% | Add +5.0% | 444,856 | $15.2M |
| Valmark Advisers, Inc. | 0.23% | Add +3.6% | 430,983 | $14.7M |
| Tennessee Valley Asset Management Partners | 2.42% | Add +18.8% | 423,365 | $14.4M |
| Royal Bank of Canada | 0.00% | Reduce -1.1% | 417,933 | $14.3M |
| Berger Financial Group, Inc | 0.98% | Add +12.6% | 416,939 | $14.2M |
| Procyon Advisors, LLC | 0.90% | Add +18.9% | 412,473 | $14.1M |
| Waverly Advisors, LLC | 0.21% | Add +1.5% | 404,710 | $13.8M |
| Lake Street Advisors Group, LLC | 0.63% | Reduce -17.0% | 402,085 | $13.7M |
| Plante Moran Financial Advisors, LLC | 1.13% | Reduce -5.7% | 396,934 | $13.5M |
| RFG Advisory, LLC | 0.37% | Add +7.1% | 387,156 | $13.2M |
| GM Advisory Group, LLC | 0.73% | Reduce -4.9% | 384,777 | $13.1M |
| Bank Hapoalim BM | 2.22% | No change | 384,000 | $13.1M |
| JDM Financial Group LLC | 6.80% | Add +14.4% | 383,107 | $13.1M |
| Moss Adams Wealth Advisors LLC | 1.38% | Reduce -0.4% | 381,865 | $13.0M |
| Strategic Financial Planning, Inc. | 8.76% | Add +6.0% | 376,772 | $12.9M |
| Wrapmanager Inc. | 3.24% | Add +9.5% | 370,880 | $12.7M |
| Abound Financial, LLC | 6.40% | — | 370,015 | $12.6M |
| Certified Advisory Corp | 1.36% | Add +0.8% | 368,137 | $12.6M |
| St Germain D J Co. Inc. | 0.57% | Reduce -4.3% | 366,203 | $12.5M |
| Mason & Associates, LLC | 3.70% | Add +6.4% | 362,720 | $12.4M |
| Invenio Wealth Partners LLC | 5.12% | Reduce -3.0% | 358,295 | $12.2M |
| Fidelity D & D Bancorp Inc. | 8.05% | Add +18.6% | 354,371 | $12.1M |
| Snowden Capital Advisors LLC | 0.38% | Add +1.9% | 353,273 | $12.1M |
| Wealth Advisors of Iowa, LLC | 6.04% | Add +3.5% | 350,881 | $12.0M |
| Advyzon Investment Management, LLC | 4.60% | — | 349,134 | $11.9M |
| Rodgers & Associates, LTD | 1.39% | Add +9.4% | 341,784 | $11.7M |
| Corient Private Wealth LP | 0.02% | Reduce -11.8% | 340,016 | $11.6M |
| Strategic Financial Partners, Ltd. | 5.85% | Add +4.9% | 335,770 | $11.5M |
| Gradient Capital Advisors, LLC | 3.68% | Add +5.8% | 334,459 | $11.4M |
| Flagship Harbor Advisors, LLC | 0.59% | Add +58.1% | 327,816 | $11.2M |
| Hobbs Group Advisors, LLC | 4.17% | Add +26.1% | 324,680 | $11.1M |
| Focus Partners Wealth | 0.03% | Add +86.5% | 323,655 | $11.0M |
| Horizon Financial Services, LLC | 6.10% | Add +0.9% | 317,871 | $10.8M |
| Debussy Capital Management LP | 1.65% | Reduce -8.9% | 302,375 | $10.8M |
| Probity Advisors, Inc. | 2.02% | Add +7.0% | 307,861 | $10.5M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -3.6% | 303,216 | $10.3M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -3.6% | 303,216 | $10.3M |
| Signet Financial Management, LLC | 1.32% | Add +1.9% | 303,171 | $10.3M |
| Values Added Financial LLC | 5.86% | Reduce -1.8% | 296,928 | $10.1M |
| Brookstone Capital Management | 0.15% | Add +0.4% | 294,930 | $10.1M |
| Truist Financial Corp. | 0.02% | Add +3.4% | 291,535 | $10.0M |
| Boltwood Capital Management | 3.00% | Add +1.4% | 288,560 | $9.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.79% | Add +0.7% | 283,240 | $9.7M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -70.3% | 282,556 | $9.6M |
| O'Connor Financial Group LLC | 4.98% | Add +3.8% | 279,375 | $9.5M |
| DORVAL Corp | 3.79% | Add +4.8% | 279,011 | $9.5M |
| Gibbs Wealth Management | 2.58% | Add +36.1% | 278,542 | $9.5M |
| Municipal Employees' Retirement System of Michigan | 0.13% | No change | 276,169 | $9.4M |
| Blueprint Investment Partners LLC | 1.49% | Reduce -71.2% | 275,924 | $9.4M |
| Cascade Financial Partners, LLC | 1.23% | Add +8.8% | 275,546 | $9.4M |
| Cary Street Partners Financial LLC | 0.30% | — | 274,152 | $9.4M |
| Portside Wealth Group, LLC | 1.51% | Add +10.8% | 266,832 | $9.1M |
| Ironwood Wealth Management, LLC. | 2.83% | Reduce -0.2% | 266,829 | $9.1M |
| TPG Financial Advisors, LLC | 3.92% | Add +9.7% | 263,905 | $9.0M |
| Scotia Capital Inc. | 0.05% | Add +5.4% | 262,566 | $9.0M |
| Integrated Capital Management, Inc. | 7.00% | Reduce -0.2% | 259,540 | $8.9M |
| Obsidian Personal Planning Solutions LLC | 4.20% | Add +7.6% | 244,235 | $8.7M |
| Sensible Financial Planning & Management, LLC. | 1.80% | Add +4.9% | 253,816 | $8.7M |
| Leslie Global Wealth, LLC | 4.02% | Add +0.5% | 253,573 | $8.7M |
| Landmark Wealth Management, Inc. | 4.14% | Add +36.2% | 249,032 | $8.5M |
| Marathon Strategic Advisors, LLC | 9.18% | Add +10.3% | 248,560 | $8.5M |
| Comerica Bank | 0.03% | Add +39.9% | 246,583 | $8.4M |
| Kagan Cocozza Asset Management | 6.98% | — | 246,430 | $8.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +424.7% | 243,150 | $8.3M |
| NSI Retail Advisors, LLC | 1.30% | No change | 239,200 | $8.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.23% | Reduce -4.4% | 230,537 | $7.9M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +29.6% | 230,244 | $7.9M |
| BayBridge Capital Group, LLC | 5.69% | Reduce -0.8% | 229,763 | $7.8M |
| New England Capital Financial Advisors LLC | 3.81% | Add +5.6% | 228,694 | $7.8M |
| Roble, Belko & Company, Inc | 1.24% | Add +0.8% | 228,581 | $7.8M |
| Cornerstone Wealth Management, LLC | 0.53% | Add +14.0% | 228,443 | $7.8M |
| Fairfield University | 4.14% | Reduce -40.0% | 226,927 | $7.7M |
| Rosenberg Matthew Hamilton | 2.00% | Add +4.6% | 225,826 | $7.7M |
| Arq Wealth Advisors, LLC | 2.93% | Reduce -49.9% | 225,631 | $7.7M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Reduce -6.4% | 225,125 | $7.7M |
| Dakota Wealth Management | 0.18% | Add +9.8% | 224,328 | $7.7M |
| Brown Financial Advisors | 3.07% | Add +4.2% | 224,025 | $7.6M |
| Tortoise Investment Management, LLC | 0.80% | Add +11.8% | 220,812 | $7.5M |
| Venturi Wealth Management, LLC | 0.37% | Reduce -0.6% | 220,215 | $7.5M |
| Brown Financial Advisory | 5.33% | Reduce -0.3% | 219,460 | $7.5M |
| Valtinson Bruner Financial Planning LLC | 2.58% | Reduce -12.1% | 216,357 | $7.4M |
| Partners in Financial Planning | 1.50% | Reduce -2.4% | 215,265 | $7.3M |
| Security Financial Services, INC. | 1.48% | Add +1.7% | 212,411 | $7.2M |
| Harbour Investments, Inc. | 0.21% | Reduce -4.9% | 211,961 | $7.2M |
| Trilogy Capital Inc. | 0.37% | Add +0.6% | 211,845 | $7.2M |
| Atlas Capital Advisors Inc. | 0.92% | Reduce -3.6% | 211,823 | $7.2M |
| BIP Wealth, LLC | 0.48% | Reduce -3.5% | 210,582 | $7.2M |
| Fortitude Financial, LLC | 3.97% | — | 208,289 | $7.1M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +17.0% | 207,705 | $7.1M |
| Millington Financial Advisors, LLC | 4.08% | Reduce -5.0% | 199,553 | $7.0M |
| Legacy Solutions, LLC | 7.51% | — | 201,942 | $6.9M |
| Diversify Advisory Services, LLC | 0.38% | Reduce -16.7% | 202,839 | $6.9M |
| Diligent Investors, LLC | 1.57% | Add +1.0% | 200,976 | $6.9M |
| Aspire Private Capital, LLC | 1.70% | Add +4.6% | 200,874 | $6.9M |
| Seven Springs Wealth Group, LLC | 2.57% | Reduce -12.9% | 197,642 | $6.7M |
| Astoria Portfolio Advisors LLC. | 2.40% | Reduce -37.3% | 197,916 | $6.7M |
| Ignite Planners, LLC | 1.45% | Add +5.4% | 192,466 | $6.6M |
| Independent Financial Group, LLC | 0.22% | Add +4.2% | 191,506 | $6.5M |
| CW Advisors, LLC | 0.09% | Add +2.9% | 189,080 | $6.5M |
| Cornerstone Advisors Asset Management, LLC | 1.39% | Add +7.9% | 188,442 | $6.4M |
| Aire Advisors, LLC | 1.31% | Add +0.8% | 185,989 | $6.3M |
| Wrenne Financial Planning LLC | 3.59% | Add +14.6% | 184,766 | $6.3M |
| Novem Group | 0.93% | — | 182,990 | $6.2M |
| Signal Advisors Wealth, LLC | 0.70% | New | 182,384 | $6.2M |
| BLKBRD Asset Management, LP | 28.72% | — | 180,547 | $6.2M |
| Kingsview Wealth Management, LLC | 0.12% | Reduce -0.7% | 177,339 | $6.1M |
| Insight Advisors, LLC/ PA | 1.03% | Add +11.0% | 176,694 | $6.0M |
| Sanchez Wealth Management Group | 1.65% | Reduce -30.0% | 176,502 | $6.0M |
| Rwa Wealth Partners, LLC | 0.07% | Add +17.8% | 176,497 | $6.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.12% | Add +28.2% | 175,805 | $6.0M |
| Empowered Funds, LLC | 0.09% | Add +4.2% | 175,577 | $6.0M |
| Partnership Wealth Management, LLC | 4.96% | Add +27.1% | 174,549 | $6.0M |
| United Capital Financial Advisors, LLC | 0.05% | Add +1.2% | 173,817 | $5.9M |
| Opes Wealth Management LLC | 1.22% | Add +4.1% | 173,790 | $5.9M |
| Optimist Retirement Group LLC | 2.78% | Add +4.7% | 171,940 | $5.9M |
| Pecaut & Co. | 2.03% | Add +9.1% | 171,797 | $5.9M |
| Modera Wealth Management, LLC | 0.07% | Add +249.1% | 171,112 | $5.8M |
| Lifestyle Asset Management, Inc. | 3.17% | Add +4.5% | 170,630 | $5.8M |
| Continuum Advisory, LLC | 0.74% | Add +9.9% | 170,227 | $5.8M |
| Montz Harcus Wealth Management LLC | 3.23% | Add +7.3% | 169,256 | $5.8M |
| Aquire Wealth Advisors, LLC | 1.79% | Reduce -4.0% | 169,019 | $5.8M |
| XML Financial, LLC | 0.52% | Add +2.0% | 166,157 | $5.7M |
| AE Wealth Management LLC | 0.05% | Add +14.5% | 165,334 | $5.6M |
| Tme Financial, Inc. | 5.22% | — | 148,743 | $5.6M |
| Collaborative Wealth Managment Inc. | 2.53% | Add +6.1% | 163,306 | $5.6M |
| Avior Wealth Management, LLC | 0.20% | Reduce -5.1% | 162,490 | $5.5M |
| Towercrest Capital Management | 0.89% | Reduce -2.9% | 160,468 | $5.5M |
| Sentinel Pension Advisors, LLC | 1.01% | Reduce -5.5% | 160,042 | $5.5M |
| ORBA Wealth Advisors, L.L.C. | 2.80% | Reduce -2.5% | 156,972 | $5.4M |
| Fort Point Capital Partners LLC | 0.60% | Reduce -35.1% | 156,641 | $5.3M |
| Cresset Asset Management, LLC | 0.03% | Reduce -18.5% | 155,207 | $5.3M |
| Battery Global Advisors, LLC | 2.77% | Add +0.5% | 151,635 | $5.2M |
| Tranquilli Financial Advisor LLC | 3.27% | Add +1.8% | 151,095 | $5.2M |
| Arete Wealth Advisors, LLC | 0.37% | Add +5.8% | 149,673 | $5.1M |
| Hughes Financial Services, LLC | 1.03% | — | 147,453 | $5.0M |
| NovaPoint Capital, LLC | 1.51% | Add +0.8% | 144,898 | $4.9M |
| Western Wealth Management, LLC | 0.26% | Add +7.2% | 144,553 | $4.9M |
| Red Wave Investments LLC | 1.72% | Reduce -6.7% | 143,912 | $4.9M |
| Vermillion & White Wealth Management Group, LLC | 3.58% | Add +56.1% | 142,196 | $4.9M |
| WBH Advisory Inc. | 0.45% | Add +19.5% | 141,935 | $4.8M |
| Delta Wealth Advisors LLC | 4.56% | Add +1.6% | 141,774 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -1.3% | 140,164 | $4.8M |
| Citigroup Inc. | 0.00% | Add +132.3% | 140,027 | $4.8M |
| Strategic Financial Concepts, LLC | 0.91% | Add +284.4% | 139,454 | $4.8M |
| YHB Investment Advisors, Inc. | 0.39% | Add +1.1% | 137,951 | $4.7M |
| PAX Financial Group, LLC | 0.83% | Add +0.9% | 135,786 | $4.6M |
| Merriman Wealth Management, LLC | 0.19% | Reduce -6.7% | 135,739 | $4.6M |
| Vicus Capital | 0.41% | Add +7.3% | 135,411 | $4.6M |
| Topel & Distasi Wealth Management, LLC | 1.95% | No change | 133,070 | $4.5M |
| BCS Wealth Management | 1.13% | Add +4.3% | 132,883 | $4.5M |
| Mattson Financial Services, LLC | 1.44% | Reduce -2.2% | 120,550 | $4.5M |
| Belpointe Asset Management LLC | 0.27% | Reduce -0.2% | 121,424 | $4.5M |
| Vested Financial Planning, LLC | 4.21% | — | 130,290 | $4.4M |
| Sheets Smith Wealth Management | 0.54% | Reduce -1.6% | 129,888 | $4.4M |
| FSB Premier Wealth Management, Inc. | 1.73% | Add +0.8% | 126,454 | $4.3M |
| Plan A Wealth LLC | 3.92% | — | 125,595 | $4.3M |
| Symphony Financial, Ltd. Co. | 0.67% | Add +11.0% | 121,015 | $4.3M |
| FMR LLC | 0.00% | Add +7.0% | 122,946 | $4.2M |
| Vista Cima Wealth Management LLC | 4.33% | — | 122,016 | $4.2M |
| Foundations Investment Advisors, LLC | 0.08% | Add +72.8% | 121,770 | $4.2M |
| Breed's Hill Capital LLC | 2.17% | No change | 121,637 | $4.2M |
| Koshinski Asset Management, Inc. | 0.35% | Reduce -3.3% | 118,483 | $4.0M |
| Family Legacy, Inc. | 1.34% | Add +0.7% | 115,135 | $4.0M |
| Heartwood Wealth Advisors LLC | 0.45% | No change | 115,854 | $4.0M |
| Spire Wealth Management | 0.12% | Add +4.9% | 114,521 | $3.9M |
| Cornerstone Financial Group, LLC | 3.81% | — | 113,376 | $3.9M |
| Clarus Wealth Advisors | 1.92% | Reduce -3.5% | 113,819 | $3.9M |
| Heritage Trust Co | 0.44% | — | 109,894 | $3.8M |
| JRM Investment Counsel, LLC | 1.38% | Reduce -0.6% | 108,723 | $3.7M |
| Paladin Wealth, LLC | 3.18% | Add +7.4% | 107,678 | $3.7M |
| Towerpoint Wealth, LLC | 1.79% | Add +10.1% | 107,310 | $3.7M |
| LBMC Investment Advisors, LLC | 0.29% | Add +1.4% | 107,233 | $3.7M |
| Harbor Advisory Corp. | 1.20% | Add +34.2% | 107,182 | $3.7M |
| Vertex Planning Partners, LLC | 0.81% | Add +1.2% | 107,096 | $3.7M |
| Simplicity Wealth,LLC | 0.76% | Reduce -47.5% | 106,531 | $3.6M |
| Truepoint, Inc. | 0.10% | New | 106,028 | $3.6M |
| Smartleaf Asset Management LLC | 0.37% | Add +4.0% | 105,611 | $3.6M |
| Fourth Dimension Wealth, LLC | 1.88% | — | 105,693 | $3.6M |
| Nwam LLC | 0.22% | Add +5.3% | 105,408 | $3.6M |
| Concord Wealth Partners | 0.59% | Reduce -14.3% | 105,209 | $3.6M |
| Keener Financial Planning LLC | 2.11% | Add +7.7% | 104,744 | $3.6M |
| Seeds Investor LLC | 1.02% | Add +26.8% | 104,694 | $3.6M |
| CreativeOne Wealth, LLC | 0.11% | Add +30.8% | 103,853 | $3.5M |
| Larson Financial Group LLC | 0.18% | Reduce -9.5% | 103,763 | $3.5M |
| Norway Savings Bank | 1.95% | Add +4.2% | 103,345 | $3.5M |
| Summit Financial, LLC | 0.12% | New | 102,784 | $3.5M |
| Captrust Financial Advisors | 0.01% | Reduce -7.5% | 101,128 | $3.5M |
| Eclectic Associates Inc. | 1.02% | Reduce -5.1% | 100,834 | $3.4M |
| Financial Insights, Inc. | 1.33% | Reduce -5.8% | 100,613 | $3.4M |
| Alliance Wealth Management Group | 0.90% | Reduce -3.3% | 98,481 | $3.4M |
| Occidental Asset Management, LLC | 0.52% | Reduce -3.4% | 97,997 | $3.3M |
| Kingswood Wealth Advisors, LLC | 0.25% | Add +9.9% | 97,614 | $3.3M |
| Concord Asset Management, LLC | 0.73% | Reduce -9.6% | 97,232 | $3.3M |
| Parallel Advisors, LLC | 0.07% | Add +5.5% | 95,771 | $3.3M |
| Moneco Advisors, LLC | 0.34% | Add +20.2% | 95,676 | $3.3M |
| Bay Capital Advisors, LLC | 2.62% | — | 95,554 | $3.3M |
| American Investment Services, Inc. | 0.58% | Add +0.8% | 95,358 | $3.3M |
| HBW Advisory Services LLC | 0.33% | Add +1.1% | 94,311 | $3.2M |
| Austin Private Wealth, LLC | 0.30% | Add +25.1% | 93,667 | $3.2M |
| Ervin Investment Management, LLC | 2.06% | Add +6.4% | 93,627 | $3.2M |
| Venture Visionary Partners LLC | 0.14% | Reduce -2.1% | 93,313 | $3.2M |
| Farther Finance Advisors, LLC | 0.11% | Add +17.7% | 92,884 | $3.2M |
| Defined Financial Planning LLC | 3.33% | — | 91,511 | $3.1M |
| Smith Thornton Advisors LLC | 1.94% | Reduce -0.9% | 89,800 | $3.1M |
| OneDigital Investment Advisors LLC | 0.04% | Add +7.8% | 89,195 | $3.0M |
| Flputnam Investment Management Co. | 0.06% | Add +1.8% | 88,575 | $3.0M |
| Northwest Wealth Management, LLC | 0.63% | Reduce -4.7% | 87,470 | $3.0M |
| Life Planning Partners, Inc | 2.75% | No change | 87,061 | $3.0M |
| Blue Barn Wealth, LLC | 1.57% | Add +0.3% | 86,990 | $3.0M |
| NBT Bank, N.A. | 0.21% | Add +0.1% | 86,831 | $3.0M |
| Range Financial Group LLC | 1.37% | Add +115.0% | 86,791 | $3.0M |
| YANKCOM Partnership | 1.58% | — | 86,755 | $3.0M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -7.8% | 86,687 | $3.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.5% | 86,674 | $3.0M |
| Aerodigm Wealth, LLC | 1.77% | Reduce -3.2% | 86,648 | $3.0M |
| Bensler, LLC | 0.35% | Add +22.0% | 86,559 | $3.0M |
| Integrity Wealth Solutions LLC | 1.65% | Reduce -2.9% | 86,337 | $2.9M |
| Fidelis Capital Partners, LLC | 0.29% | Add +390.5% | 83,646 | $2.9M |
| SkyOak Wealth, LLC | 0.63% | Add +2.5% | 85,727 | $2.9M |
| Invesco Ltd. | 0.00% | New | 85,000 | $2.9M |
| Aspetuck Financial Management LLC | 2.26% | — | 84,980 | $2.9M |
| Gainplan LLC | 1.10% | Reduce -38.3% | 84,917 | $2.9M |
| Stratos Wealth Advisors, LLC | 0.14% | Reduce -5.8% | 84,879 | $2.9M |
| Equita Financial Network, Inc. | 1.05% | Add +6.3% | 84,874 | $2.9M |
| Patriot Investment Management Group, Inc. | 0.21% | Add +0.1% | 84,064 | $2.9M |
| Richardson Financial Services Inc. | 1.99% | Reduce -34.1% | 82,999 | $2.8M |
| Convergence Financial, LLC | 0.56% | Reduce -36.3% | 82,385 | $2.8M |
| SOL Capital Management CO | 0.31% | Reduce -20.4% | 82,120 | $2.8M |
| Treynor Bancshares, Inc. | 2.95% | Reduce -10.7% | 81,994 | $2.8M |
| Lowe Brockenbrough & Co. Inc. | 0.18% | Add +32.5% | 81,222 | $2.8M |
| Byrne Financial Freedom, LLC | 1.23% | — | 81,090 | $2.8M |
| UNIVEST FINANCIAL Corp | 0.17% | Add +46.9% | 80,732 | $2.8M |
| Quent Capital, LLC | 0.28% | Add +1.2% | 80,432 | $2.7M |
| Colton Groome Financial Advisors, LLC | 1.05% | Add +15.9% | 80,215 | $2.7M |
| Oxinas Partners, LLC | 1.57% | Add +17.1% | 78,334 | $2.7M |
| Butensky & Cohen Financial Security, Inc. | 0.84% | Add +3.0% | 78,051 | $2.7M |
| Cooksen Wealth, LLC | 2.44% | Add +2.4% | 77,628 | $2.6M |
| Private Trust Co. NA | 0.27% | Add +1.3% | 77,618 | $2.6M |
| Csenge Advisory Group | 0.14% | Add +21.7% | 77,155 | $2.6M |
| Columbia River Financial Group, LLC | 1.80% | — | 76,751 | $2.6M |
| Level Four Advisory Services, LLC | 0.11% | New | 76,699 | $2.6M |
| Bison Wealth, LLC | 0.32% | — | 76,432 | $2.6M |
| Simon Quick Advisors, LLC | 0.16% | Reduce -11.6% | 76,422 | $2.6M |
| Nicolet Advisory Services, LLC | 0.24% | Reduce -5.8% | 76,609 | $2.6M |
| International Private Wealth Advisors LLC | 2.59% | Add +87.6% | 76,109 | $2.6M |
| Legacy Private Trust Co. | 0.17% | Reduce -9.5% | 75,265 | $2.6M |
| Raleigh Capital Management Inc. | 0.98% | Add +9.9% | 74,602 | $2.5M |
| Aveo Capital Partners, LLC | 0.28% | Reduce -1.6% | 74,387 | $2.5M |
| DeDora Capital, Inc. | 0.69% | No change | 73,837 | $2.5M |
| LexAurum Advisors, LLC | 0.50% | Add +8.4% | 73,664 | $2.5M |
| Capital Analysts, LLC | 0.10% | Add +0.8% | 72,974 | $2.5M |
| Schechter Investment Advisors, LLC | 0.19% | Add +0.0% | 72,547 | $2.5M |
| Novus Advisors, LLC | 2.43% | — | 71,451 | $2.4M |
| Cabot Wealth Management Inc. | 0.31% | Add +2.1% | 70,917 | $2.4M |
| Choreo, LLC | 0.03% | Add +380.0% | 70,684 | $2.4M |
| Mutual Advisors, LLC | 0.07% | Reduce -3.0% | 69,747 | $2.4M |
| Advisor OS, LLC | 0.27% | Add +0.3% | 68,700 | $2.3M |
| JFS Wealth Advisors, LLC | 0.16% | Add +0.1% | 67,746 | $2.3M |
| Lunt Capital Management, Inc. | 0.89% | Add +1.1% | 66,959 | $2.3M |
| Tyche Wealth Partners LLC | 0.48% | Add +18.7% | 66,397 | $2.3M |
| Hibernia Wealth Partners, LLC | 1.73% | Reduce -66.0% | 66,266 | $2.3M |
| City National Bank of Florida | 2.03% | — | 65,210 | $2.2M |
| Baron Financial Group, LLC | 1.37% | Add +0.7% | 64,793 | $2.2M |
| Tilson Financial Group, Inc. | 0.89% | Reduce -1.3% | 63,848 | $2.2M |
| FF Advisors,LLC | 1.50% | Reduce -10.3% | 61,079 | $2.2M |
| A&I Financial Services, LLC | 2.12% | — | 63,646 | $2.2M |
| Ascent Group, LLC | 0.16% | Reduce -1.1% | 63,544 | $2.2M |
| Steele Capital Management, Inc. | 0.11% | Reduce -0.3% | 63,050 | $2.2M |
| Weitzel Financial Services, Inc. | 1.01% | Add +0.2% | 62,397 | $2.1M |
| Vista Investment Management | 0.81% | Add +0.7% | 62,396 | $2.1M |
| McKinley Carter Wealth Services, Inc. | 0.13% | Reduce -6.0% | 62,350 | $2.1M |
| Watershed Private Wealth LLC | 0.82% | Reduce -2.2% | 61,851 | $2.1M |
| G&S Capital LLC | 0.87% | Reduce -39.7% | 61,799 | $2.1M |
| ABLE Financial Group, LLC | 0.61% | Reduce -4.2% | 60,559 | $2.1M |
| GPS Wealth Strategies Group, LLC | 0.26% | Reduce -0.2% | 60,301 | $2.1M |
| WealthTrak Capital Management LLC | 1.74% | — | 60,233 | $2.1M |
| AdvisorNet Financial, Inc | 0.17% | Add +36.2% | 58,343 | $2.0M |
| Summit Trail Advisors, LLC | 0.07% | Add +1.1% | 58,231 | $2.0M |
| North Star Asset Management Inc. | 0.09% | Add +9.4% | 58,062 | $2.0M |
| NewEdge Wealth, LLC | 0.03% | Add +3.6% | 57,979 | $2.0M |
| Wade Financial Advisory, Inc | 0.67% | Reduce -2.7% | 57,720 | $2.0M |
| Kohmann Bosshard Financial Services, LLC | 0.23% | Reduce -8.3% | 57,240 | $2.0M |
| Trinity Wealth Management, LLC | 0.88% | Add +11.9% | 57,150 | $2.0M |
| One Capital Management, LLC | 0.06% | Reduce -10.0% | 56,429 | $1.9M |
| Breakwater Investment Management | 0.82% | Reduce -10.5% | 56,332 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +76.3% | 56,079 | $1.9M |
| Spartan Planning & Wealth Management | 1.75% | — | 55,995 | $1.9M |
| Rockbridge Investment Management, LCC | 0.24% | Reduce -6.4% | 55,431 | $1.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.25% | Add +6.8% | 55,134 | $1.9M |
| Paladin Advisory Group, LLC | 1.44% | Reduce -0.5% | 55,041 | $1.9M |
| Montis Financial, LLC | 0.58% | Reduce -0.3% | 54,865 | $1.9M |
| Norden Group LLC | 0.21% | Add +11.2% | 54,699 | $1.9M |
| Financial Connections Group, Inc. | 0.88% | Reduce -0.5% | 53,794 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 53,159 | $1.8M |
| Dravo Bay LLC | 0.88% | Add +83.8% | 53,037 | $1.8M |
| Global Financial Private Client, LLC | 0.68% | Add +1.6% | 52,956 | $1.8M |
| PCG Wealth Advisors, LLC | 0.67% | Add +1.6% | 52,771 | $1.8M |
| Alliance Wealth Advisors, LLC | 0.46% | Add +13.0% | 52,660 | $1.8M |
| Algorithmic Investment Models, LLC | 1.38% | Add +5.1% | 52,300 | $1.8M |
| ACT Advisors, LLC. | 0.96% | Reduce -14.7% | 52,173 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.57% | Reduce -1.8% | 51,759 | $1.8M |
| TRUE Private Wealth Advisors | 0.21% | New | 51,566 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +275.1% | 51,529 | $1.8M |
| Worth Financial Advisory Group, LLC | 1.07% | Reduce -14.6% | 50,920 | $1.7M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -28.7% | 50,643 | $1.7M |
| StoneX Group Inc. | 0.09% | Reduce -5.0% | 50,216 | $1.7M |
| Laurel Wealth Planning LLC | 1.09% | Reduce -1.3% | 49,458 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +4.7% | 49,324 | $1.7M |
| Sage Mountain Advisors LLC | 0.12% | Reduce -0.0% | 49,050 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +5.0% | 48,963 | $1.7M |
| Sowell Financial Services LLC | 0.09% | Add +223.5% | 48,425 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +0.2% | 47,947 | $1.6M |
| FWG Investments, LLC. | 1.27% | Add +0.8% | 47,732 | $1.6M |
| HRT Financial LP | 0.01% | New | 47,729 | $1.6M |
| Richard P Slaughter Associates Inc | 0.36% | Add +5.2% | 47,635 | $1.6M |
| Sherman Asset Management, Inc. | 1.48% | — | 47,510 | $1.6M |
| Visionary Wealth Advisors | 0.09% | Reduce -14.8% | 47,268 | $1.6M |
| Wealthspire Retirement, LLC | 0.13% | Add +9.5% | 47,061 | $1.6M |
| Stevens Capital Partners | 0.72% | Reduce -6.7% | 46,476 | $1.6M |
| IRON Financial LLC | 0.89% | Reduce -0.1% | 46,357 | $1.6M |
| Comprehensive Money Management Services LLC | 1.30% | — | 46,252 | $1.6M |
| First Horizon Advisors, Inc. | 0.04% | Add +0.6% | 45,347 | $1.5M |
| Apella Capital, LLC | 0.06% | Add +3.6% | 45,212 | $1.5M |
| Global Endowment Management, LP | 0.20% | New | 45,027 | $1.5M |
| First Manhattan Co. Llc. | 0.00% | Reduce -2.4% | 44,436 | $1.5M |
| Perennial Investment Advisors, LLC | 0.18% | Reduce -8.4% | 44,049 | $1.5M |
| Bluespring Wealth Management, LLC | 0.15% | Reduce -1.2% | 43,846 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -4.1% | 43,639 | $1.5M |
| WCG Wealth Advisors LLC | 0.10% | Reduce -20.8% | 43,165 | $1.5M |
| Financial Advocates Investment Management | 0.08% | Add +9.2% | 42,873 | $1.5M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.58% | — | 42,585 | $1.5M |
| Collier Financial | 1.28% | — | 42,085 | $1.4M |
| MCF Advisors LLC | 0.10% | Add +1.0% | 40,996 | $1.4M |
| Apollon Wealth Management, LLC | 0.03% | Add +45.4% | 40,990 | $1.4M |
| Compound Planning, Inc. | 0.07% | Reduce -17.8% | 40,814 | $1.4M |
| True North Advisors, LLC | 0.33% | No change | 40,758 | $1.4M |
| Glen Eagle Advisors, LLC | 0.23% | Add +19.1% | 40,749 | $1.4M |
| Stablepoint Partners, LLC | 0.25% | Add +0.2% | 40,615 | $1.4M |
| Rehmann Capital Advisory Group | 0.09% | Add +25.4% | 40,068 | $1.4M |
| Quantinno Capital Management LP | 0.01% | Reduce -2.0% | 40,044 | $1.4M |
| World Investment Advisors | 0.04% | Add +1.2% | 39,816 | $1.4M |
| Salomon & Ludwin, LLC | 0.14% | Add +5.7% | 39,799 | $1.4M |
| Clarkston Capital Partners, LLC | 0.03% | No change | 39,500 | $1.3M |
| Barnes Wealth Management Group, Inc | 0.89% | — | 39,048 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -5.6% | 38,926 | $1.3M |
| New Century Financial Group, LLC | 0.56% | Add +0.8% | 38,718 | $1.3M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -0.6% | 38,826 | $1.3M |
| Colonial River Investments, LLC | 0.64% | Add +9.0% | 38,762 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Add +6.5% | 38,669 | $1.3M |
| McNaughton Wealth Management, LLC | 0.63% | Add +7.4% | 38,029 | $1.3M |
| Outlook Wealth Advisors, LLC | 0.37% | Add +4.9% | 37,990 | $1.3M |
| Financial Network Wealth Advisors LLC | 2.40% | Reduce -50.4% | 37,764 | $1.3M |
| Bill Few Associates, Inc. | 0.45% | Add +22.6% | 37,702 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.84% | Reduce -83.4% | 37,681 | $1.3M |
| Pineridge Advisors LLC | 0.48% | Add +9.3% | 37,267 | $1.3M |
| Ballast Advisors LLC | 0.39% | Add +0.8% | 37,135 | $1.3M |
| Canal Capital Management, LLC | 0.20% | Add +3.7% | 36,688 | $1.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.07% | Add +10.8% | 36,616 | $1.2M |
| Composition Wealth, LLC | 0.03% | Reduce -15.3% | 36,508 | $1.2M |
| Capital Planning Advisors, LLC | 0.19% | Add +19.3% | 36,441 | $1.2M |
| Better Money Decisions, LLC | 0.86% | Add +4.8% | 36,229 | $1.2M |
| Wedmont Private Capital | 0.06% | Add +121.0% | 36,258 | $1.2M |
| Modern Wealth Management, LLC | 0.05% | Add +84.6% | 36,020 | $1.2M |
| AQR Capital Management | 0.00% | Add +50.1% | 35,279 | $1.2M |
| Courier Capital LLC | 0.08% | Add +10.8% | 34,928 | $1.2M |
| Puff Wealth Management, LLC | 2.07% | — | 34,808 | $1.2M |
| One Wealth Capital Management, LLC | 0.60% | — | 34,591 | $1.2M |
| Eagle Strategies LLC | 0.20% | Add +5.8% | 33,281 | $1.1M |
| Sterling Wealth Management, Inc. | 0.42% | Reduce -2.3% | 33,170 | $1.1M |
| Bank of Montreal | 0.00% | Add +735.5% | 33,152 | $1.1M |
| Blair William & Co. | 0.00% | Add +2.0% | 33,113 | $1.1M |
| FreeGulliver LLC | 0.59% | Reduce -0.1% | 32,870 | $1.1M |
| Consolidated Portfolio Review Corp | 0.18% | Add +4.9% | 32,653 | $1.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +3.7% | 32,526 | $1.1M |
| Howard Financial Services, LTD. | 0.15% | Reduce -2.9% | 32,329 | $1.1M |
| Zhang Financial LLC | 0.06% | Reduce -3.7% | 32,212 | $1.1M |
| Keystone Wealth Services, LLC | 0.29% | Add +1.8% | 32,013 | $1.1M |
| Phillips Financial Management, LLC | 0.09% | Reduce -0.0% | 31,983 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -24.1% | 31,953 | $1.1M |
| SageView Advisory Group, LLC | 0.05% | Add +160.7% | 31,821 | $1.1M |
| Leverty Financial Group, LLC | 0.55% | Add +109.9% | 31,754 | $1.1M |
| Greenleaf Trust | 0.01% | Add +0.6% | 31,650 | $1.1M |
| German American Bancorp, Inc. | 0.11% | No change | 31,453 | $1.1M |
| Legacy Edge Advisors, LLC | 0.17% | Add +57.5% | 31,066 | $1.1M |
| Midwest Financial Network, LLC | 1.10% | — | 30,990 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +105.9% | 30,931 | $1.1M |
| Thompson David Blair | 0.76% | — | 30,721 | $1.0M |
| Golden State Wealth Management, LLC | 0.15% | — | 30,188 | $1.0M |
| Annex Advisory Services, LLC | 0.03% | Add +299.6% | 29,691 | $1.0M |
| TKG Advisors, LLC | 0.46% | Reduce -40.1% | 28,250 | $1.0M |
| Kathleen S. Wright Associates Inc. | 0.41% | Add +7.1% | 28,901 | $986K |
| MBM Wealth Consultants, LLC | 0.29% | Add +6.7% | 28,842 | $982K |
| Jackson Creek Investment Advisors LLC | 0.29% | Add +5.7% | 28,088 | $959K |
| Altrius Capital Management Inc | 0.26% | Reduce -2.3% | 28,047 | $957K |
| TFB Advisors LLC | 0.27% | Reduce -4.2% | 27,966 | $954K |
| Fifth Third Bancorp | 0.00% | No change | 27,679 | $945K |
| CoreCap Advisors, LLC | 0.04% | Reduce -7.6% | 27,625 | $943K |
| Squarepoint Ops LLC | 0.00% | New | 27,580 | $941K |
| &partners | 0.01% | Add +2.5% | 27,451 | $941K |
| Howard Wealth Management, LLC | 0.51% | Add +1.2% | 27,407 | $935K |
| MGB Wealth Management, LLC | 0.29% | Reduce -12.9% | 27,264 | $931K |
| Seaside Wealth Management, Inc. | 0.34% | Add +1.1% | 27,214 | $929K |
| Mgo One Seven LLC | 0.04% | Reduce -23.3% | 27,104 | $925K |
| MidAtlantic Capital Management, Inc. | 0.68% | Add +0.1% | 27,015 | $922K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +40.7% | 26,939 | $919K |
| Arizona PSPRS Trust | 0.03% | New | 26,823 | $915K |
| Enclave Advisors LLC | 0.15% | Add +3.5% | 26,807 | $915K |
| Brown Advisory Inc. | 0.00% | New | 26,549 | $906K |
| Sharkey, Howes & Javer | 0.13% | Add +10.8% | 26,405 | $901K |
| Advisors Management Group Inc. | 0.21% | Add +3.4% | 26,239 | $896K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -4.5% | 26,129 | $892K |
| Northern Trust Corp. | 0.00% | Reduce -28.1% | 25,890 | $884K |
| AIFG Consultants Ltd. | 1.44% | Reduce -86.8% | 25,816 | $881K |
| Balentine LLC | 0.04% | Reduce -0.6% | 25,781 | $880K |
| BSW Wealth Partners | 0.13% | Reduce -0.7% | 25,644 | $875K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -16.6% | 25,637 | $875K |
| Detalus Advisors, LLC | 0.29% | Add +12.9% | 25,521 | $871K |
| Hilltop Holdings Inc. | 0.05% | Add +3.1% | 25,440 | $868K |
| Narus Financial Partners, LLC | 0.29% | Reduce -2.5% | 25,409 | $867K |
| Krilogy Financial LLC | 0.06% | Add +3.7% | 25,359 | $866K |
| Lido Advisors, LLC | 0.01% | New | 25,282 | $863K |
| Triad Wealth Partners, LLC | 0.31% | Reduce -20.1% | 25,120 | $857K |
| Wallace Advisory Group, LLC | 0.59% | Reduce -2.9% | 22,793 | $856K |
| Baker Tilly Wealth Management, LLC | 0.33% | Reduce -3.2% | 25,023 | $854K |
| First Trust Advisors LP | 0.00% | New | 25,005 | $853K |
| LWM Advisory Services, LLC | 0.59% | Reduce -8.5% | 24,909 | $850K |
| Wealth Advisors Northwest LLC | 0.58% | — | 24,778 | $846K |
| Millennium Management | 0.00% | New | 24,678 | $842K |
| Iams Wealth Management, LLC | 0.39% | Add +18.5% | 24,647 | $841K |
| Elios Financial Group Inc. | 0.40% | Add +1.8% | 24,554 | $838K |
| Fortis Group Advisors, LLC | 0.15% | Add +6339.8% | 24,278 | $829K |
| Keystone Financial Group | 0.08% | Add +2.5% | 24,209 | $826K |
| River Street Advisors LLC | 0.42% | Add +10.5% | 23,890 | $815K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -14.3% | 23,782 | $812K |
| WealthCare Investment Partners, LLC | 0.35% | Reduce -0.7% | 23,739 | $808K |
| Synergy Investment Management, LLC | 0.35% | — | 23,513 | $803K |
| Bokf, NA | 0.01% | No change | 23,597 | $800K |
| Strategic Blueprint, LLC | 0.05% | Add +7.6% | 23,449 | $800K |
| IFG Advisors, LLC | 0.16% | Add +1.4% | 23,372 | $798K |
| Ascentis Independent Advisors | 0.15% | Reduce -1.4% | 22,811 | $779K |
| Realta Investment Advisors | 0.32% | New | 22,682 | $777K |
| Great Diamond Partners, LLC | 0.20% | Add +10.2% | 22,511 | $768K |
| Newport Capital Group, LLC | 0.56% | Add +47.0% | 22,225 | $759K |
| Allen Capital Group, LLC | 0.09% | Reduce -5.0% | 22,210 | $758K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +226.4% | 22,187 | $757K |
| Upper Left Wealth Management, LLC | 0.65% | No change | 22,097 | $754K |
| Lockerman Financial Group, Inc. | 1.25% | Add +4.2% | 21,532 | $735K |
| Money Concepts Capital Corp. | 0.05% | Add +13.0% | 21,323 | $728K |
| Intrua Financial, LLC | 0.12% | Add +164.6% | 21,261 | $726K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.8% | 20,946 | $715K |
| Swmg, LLC | 0.28% | Reduce -3.8% | 20,228 | $713K |
| Destiny Capital Corp | 0.43% | No change | 20,843 | $711K |
| Colonial Trust Co / SC | 0.11% | No change | 20,755 | $708K |
| Balboa Wealth Partners | 0.16% | Add +6.3% | 20,664 | $705K |
| Balanced Wealth Group LLC | 0.31% | Add +1.4% | 19,696 | $702K |
| Acropolis Investment Management, LLC | 0.04% | Add +16.2% | 20,547 | $701K |
| Stephens Inc. | 0.01% | Add +12.7% | 20,215 | $690K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -17.9% | 20,163 | $688K |
| Professional Financial Advisors, LLC | 0.18% | Add +1.3% | 20,104 | $686K |
| Maia Wealth LLC | 0.15% | Reduce -0.4% | 19,240 | $686K |
| Fisher Asset Management | 0.00% | New | 20,042 | $684K |
| Advisory Services Network, LLC | 0.01% | Reduce -35.5% | 19,811 | $676K |
| Uptown Financial Advisors LLC | 0.73% | — | 19,703 | $672K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +100.3% | 19,666 | $671K |
| Aletheian Wealth Advisors LLC | 0.40% | No change | 19,604 | $669K |
| Tempus Wealth Planning, LLC | 0.20% | Add +81.7% | 19,529 | $667K |
| Bank of Hawaii | 0.04% | Add +130.8% | 19,515 | $666K |
| CogentBlue Wealth Advisors, LLC | 0.59% | — | 19,496 | $665K |
| Rooted Wealth Advisors, Inc. | 0.26% | Add +2.5% | 19,181 | $662K |
| Zacks Investment Management | 0.01% | Add +1.7% | 19,268 | $658K |
| Penobscot Wealth Management | 0.30% | Add +200.9% | 19,246 | $657K |
| WealthShield Partners, LLC | 0.09% | Reduce -2.6% | 19,094 | $652K |
| Franklin Resources Inc. | 0.00% | No change | 19,061 | $651K |
| McClarren Financial Advisors, Inc. | 1.80% | Add +9.9% | 18,868 | $643K |
| Stark Wealth Management LLC | 0.47% | — | 18,643 | $637K |
| Stone Summit Wealth LLC | 0.21% | Reduce -0.8% | 18,483 | $631K |
| Keybank National Association | 0.00% | Add +1.5% | 18,180 | $620K |
| Key Financial Inc | 0.14% | Add +3.4% | 18,107 | $618K |
| Altus Wealth Group LLC | 0.27% | Reduce -1.0% | 18,004 | $614K |
| Port Capital LLC | 0.03% | No change | 18,000 | $614K |
| Cannon Financial Strategists, Inc. | 0.10% | Add +0.1% | 17,846 | $609K |
| Acorn Financial Advisory Services Inc. | 0.10% | Reduce -4.8% | 17,840 | $609K |
| Glass Jacobson Investment Advisors llc | 0.20% | Add +2.3% | 17,835 | $609K |
| Watts Gwilliam & Co., LLC | 0.13% | No change | 17,502 | $604K |
| Prevail Innovative Wealth Advisors, LLC | 0.17% | Add +31.5% | 17,660 | $603K |
| M Holdings Securities, Inc. | 0.10% | No change | 17,551 | $599K |
| Savvy Advisors, Inc. | 0.07% | Add +7.1% | 17,535 | $598K |
| Jackson Hole Capital Partners, LLC | 0.12% | New | 17,157 | $586K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 17,157 | $586K |
| Lumbard & Kellner, LLC | 0.25% | Reduce -26.4% | 17,141 | $585K |
| Prospect Financial Group LLC | 0.72% | — | 17,106 | $584K |
| PFG Advisors | 0.04% | Reduce -11.6% | 17,065 | $582K |
| Spectrum Planning & Advisory Services Inc. | 0.50% | Add +0.3% | 16,870 | $576K |
| Strategic Wealth Partners, Ltd. | 0.05% | Add +12.7% | 15,649 | $575K |
| Redwood Investment Management, LLC | 0.06% | Add +3.9% | 16,670 | $569K |
| LVM Capital Management Ltd. | 0.06% | No change | 16,650 | $568K |
| Laidlaw Wealth Management LLC | 0.24% | Add +1.0% | 16,388 | $559K |
| Cedar Point Capital Partners, LLC | 0.38% | Reduce -5.5% | 16,250 | $555K |
| Black Diamond Financial, LLC | 0.08% | New | 16,214 | $553K |
| Principal Securities, Inc. | 0.01% | Add +3.9% | 16,188 | $552K |
| Triumph Capital Management | 0.19% | Reduce -17.2% | 16,171 | $552K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.9% | 16,160 | $552K |
| Advisor Resource Council | 0.39% | Reduce -58.4% | 16,066 | $548K |
| Virtue Capital Management, LLC | 0.11% | Add +48.4% | 16,061 | $548K |
| Redwood Financial Network Corp | 0.41% | Reduce -0.8% | 15,941 | $544K |
| Calton & Associates, Inc. | 0.24% | Add +73.0% | 15,736 | $537K |
| Running Point Capital Advisors, LLC | 0.18% | No change | 15,622 | $533K |
| Strategic Investment Advisors / MI | 0.06% | Add +0.4% | 15,617 | $533K |
| Gateway Wealth Partners, LLC | 0.14% | Add +11.9% | 15,523 | $530K |
| DHK Financial Advisors, Inc. | 0.32% | No change | 15,500 | $529K |
| Medallion Wealth Advisors, LLC | 0.26% | — | 14,921 | $527K |
| BCK Partners, Inc. | 0.32% | Reduce -18.8% | 15,157 | $517K |
| Whittier Trust Co. | 0.01% | No change | 14,917 | $509K |
| Rock Point Advisors, LLC | 0.15% | New | 14,840 | $506K |
| United Asset Strategies, Inc. | 0.05% | Add +3.5% | 14,762 | $504K |
| RMR Wealth Builders | 0.05% | Add +34.9% | 14,719 | $502K |
| Evergreen Capital Management LLC | 0.02% | Reduce -3.1% | 14,709 | $502K |
| Texas Yale Capital Corp. | 0.02% | New | 14,685 | $501K |
| Perigon Wealth Management, LLC | 0.01% | Add +14.1% | 14,527 | $501K |
| Copley Financial Group, Inc. | 0.38% | Add +14.3% | 14,683 | $501K |
| Richard W. Paul & Associates, LLC | 0.18% | Reduce -0.5% | 14,531 | $496K |
| BankPlus Wealth Management LLC | 0.37% | — | 14,473 | $494K |
| Coordinated Financial Services, Inc. | 0.39% | — | 14,392 | $491K |
| Fairhaven Wealth Management, LLC | 0.15% | No change | 14,368 | $490K |
| Yoder Wealth Management, Inc. | 0.27% | No change | 14,300 | $488K |
| Evoke Wealth, LLC | 0.01% | New | 14,145 | $483K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -0.3% | 14,124 | $482K |
| TLWM | 0.09% | Add +0.5% | 14,092 | $481K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 13,919 | $475K |
| Austin Wealth Management, LLC | 0.10% | Reduce -3.2% | 13,673 | $474K |
| Level Wealth Management LLC | 0.33% | — | 13,747 | $469K |
| Advance Capital Management, Inc. | 0.02% | Reduce -0.7% | 13,745 | $469K |
| Quest 10 Wealth Builders, Inc. | 0.47% | — | 13,707 | $468K |
| Lantz Financial LLC | 0.12% | Add +0.4% | 13,697 | $467K |
| Anchor Investment Management, LLC | 0.04% | No change | 13,667 | $466K |
| Glassman Wealth Services | 0.08% | Add +1.5% | 13,502 | $461K |
| Rf&l Wealth Management, LLC | 0.32% | Reduce -1.6% | 13,425 | $458K |
| REAP Financial Group, LLC | 0.11% | Reduce -8.3% | 13,333 | $455K |
| Shepherd Financial Partners LLC | 0.05% | No change | 12,998 | $444K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.1% | 12,915 | $441K |
| Resurgent Financial Advisors LLC | 0.26% | Add +0.2% | 12,803 | $437K |
| Ridgeline Wealth Planning, LLC | 0.41% | — | 12,663 | $432K |
| Gryphon Financial Partners LLC | 0.06% | Add +0.1% | 12,556 | $429K |
| Canvas Wealth Advisors, LLC | 0.11% | Reduce -3.8% | 12,542 | $428K |
| CX Institutional | 0.02% | New | 12,542 | $428K |
| Hershey Financial Advisers, LLC | 0.38% | — | 12,541 | $428K |
| Avantax Planning Partners, Inc. | 0.02% | Add +0.1% | 12,512 | $427K |
| Astoria Strategic Wealth, Inc. | 0.13% | Reduce -9.2% | 12,425 | $424K |
| Engineers Gate Manager LP | 0.01% | New | 12,337 | $421K |
| Financial Advisory Partners, LLC | 0.14% | Add +4.1% | 12,324 | $421K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +11.4% | 12,261 | $418K |
| Edgestream Partners, L.P. | 0.02% | New | 12,249 | $418K |
| Sequent Asset Management, LLC | 0.20% | No change | 12,129 | $414K |
| Kelly Financial Services LLC | 0.15% | Reduce -38.3% | 11,976 | $409K |
| Intrepid Financial Planning Group LLC | 0.17% | Add +45.5% | 11,974 | $409K |
| Pinnacle Family Advisors, LLC | 0.20% | Add +0.8% | 11,919 | $407K |
| Conservest Capital Advisors, Inc. | 0.04% | Reduce -1.9% | 11,890 | $406K |
| Kavar Capital Partners Group, LLC | 0.07% | No change | 11,890 | $406K |
| 4WEALTH Advisors, Inc. | 0.41% | — | 11,849 | $404K |
| Coppell Advisory Solutions LLC | 0.06% | Add +15.7% | 11,735 | $401K |
| Hurley Capital, LLC | 0.32% | — | 11,504 | $394K |
| MSH Capital Advisors LLC | 0.12% | Reduce -8.4% | 11,452 | $391K |
| Fortem Financial Group, LLC | 0.15% | No change | 11,439 | $390K |
| IVC Wealth Advisors LLC | 0.22% | Add +0.9% | 11,346 | $387K |
| Warren Street Wealth Advisors, LLC | 0.16% | Add +1.2% | 11,283 | $385K |
| Old Second National Bank of Aurora | 0.09% | Add +38.4% | 11,276 | $385K |
| Pacifica Partners Inc. | 0.17% | Add +17.3% | 11,295 | $385K |
| Integrated Investment Consultants, LLC | 0.08% | No change | 11,205 | $382K |
| Howard Capital Management Group, LLC | 0.03% | Reduce -19.6% | 11,200 | $382K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 11,098 | $379K |
| Brighton Jones LLC | 0.01% | Reduce -12.6% | 11,091 | $379K |
| Peirce Capital Management, LLC | 0.19% | No change | 10,963 | $374K |
| Optima Capital LLC | 0.26% | — | 10,861 | $371K |
| Hart & Patterson Financial Group LLC | 0.18% | New | 10,843 | $370K |
| WealthPlan Investment Management, LLC | 0.04% | Add +16.3% | 10,813 | $369K |
| Smith, Moore & Co. | 0.03% | No change | 10,704 | $365K |
| Investments & Financial Planning, LLC | 0.22% | Reduce -2.5% | 10,543 | $360K |
| Leo Wealth, LLC | 0.03% | Add +0.5% | 10,538 | $360K |
| Wealthfront Advisers LLC | 0.00% | Add +8.9% | 10,510 | $359K |
| Retirement Planning Group, LLC | 0.02% | Add +12.7% | 10,435 | $356K |
| Flynn Zito Capital Management, LLC | 0.17% | Add +0.1% | 10,412 | $355K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +0.3% | 10,382 | $354K |
| Premier Path Wealth Partners, LLC | 0.05% | Reduce -14.2% | 10,324 | $352K |
| Evanson Asset Management, LLC | 0.02% | Reduce -30.0% | 10,235 | $349K |
| Lincoln Capital Corp. | 0.14% | No change | 10,067 | $344K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | Reduce -0.9% | 10,036 | $343K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Reduce -48.5% | 10,025 | $342K |
| Richardson Capital Management LLC | 0.22% | No change | 10,006 | $342K |
| Burney Co./ | 0.01% | No change | 9,947 | $339K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -12.5% | 9,940 | $339K |
| Wilkins Miller Wealth Management, LLC | 0.35% | — | 9,937 | $339K |
| Orleans Capital Management Corp. | 0.19% | Reduce -5.3% | 9,350 | $339K |
| Acorn Wealth Advisors, LLC | 0.14% | Add +1.4% | 9,924 | $339K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.8% | 9,889 | $338K |
| Anson Capital, Inc. | 0.29% | Reduce -92.4% | 9,832 | $336K |
| Keel Point, LLC | 0.03% | Add +32.6% | 9,805 | $335K |
| Meritage Portfolio Management | 0.02% | Reduce -6.0% | 9,721 | $332K |
| Prasad Wealth Partners, LLC | 0.11% | — | 9,686 | $331K |
| Financial Strategies Group, Inc. | 0.08% | Add +7.4% | 9,745 | $331K |
| Accel Wealth Management | 0.12% | Reduce -33.7% | 9,650 | $329K |
| SlateStone Wealth, LLC | 0.03% | Add +0.9% | 9,582 | $327K |
| Banco Santander, S.A. | 0.00% | Reduce -46.3% | 9,562 | $326K |
| Sensible Money, LLC | 0.14% | Add +1.7% | 9,537 | $325K |
| Absolute Capital Management, LLC | 0.18% | Add +7.0% | 9,529 | $325K |
| Alta Wealth Advisors LLC | 0.14% | Reduce -1.7% | 9,532 | $325K |
| Vantage Investment Partners, LLC | 0.03% | Add +6.2% | 9,460 | $323K |
| Cypress Financial Planning LLC | 0.12% | Reduce -1.9% | 9,459 | $323K |
| MBL Wealth, LLC | 0.03% | No change | 9,350 | $319K |
| MB Generational Wealth, LLC | 0.23% | No change | 9,313 | $318K |
| Latitude Advisors, LLC | 0.18% | New | 9,306 | $318K |
| D.A. Davidson & Co. | 0.00% | Add +3.7% | 9,272 | $316K |
| American Trust | 0.02% | Reduce -27.5% | 9,153 | $312K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 9,120 | $311K |
| Catalyst Financial Partners LLC | 0.06% | New | 9,078 | $310K |
| Ridgewood Investments LLC | 0.15% | Add +59.9% | 9,069 | $310K |
| Clark Asset Management, LLC | 0.06% | New | 9,056 | $309K |
| Veery Capital, LLC | 0.12% | Reduce -0.8% | 8,962 | $306K |
| SFG Wealth Management, LLC. | 0.16% | Add +9.4% | 8,953 | $306K |
| Madden Advisory Services, Inc. | 0.14% | No change | 8,939 | $305K |
| Advisors Capital Management, LLC | 0.00% | Reduce -35.7% | 8,916 | $304K |
| Clarity Capital Advisors, LLC | 0.20% | Add +1.4% | 8,868 | $303K |
| Naples Global Advisors, LLC | 0.03% | No change | 8,855 | $302K |
| Cape Investment Advisory, Inc. | 0.12% | Add +26.8% | 8,851 | $302K |
| Azimuth Capital Investment Management LLC | 0.01% | Add +1.0% | 8,791 | $300K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 8,750 | $299K |
| Argent Trust Co | 0.01% | Reduce -36.1% | 8,733 | $298K |
| Icon Wealth Advisors, LLC | 0.02% | New | 8,662 | $296K |
| OMNI 360 Wealth, Inc. | 0.20% | Add +0.0% | 8,623 | $294K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.8% | 8,533 | $294K |
| Wealth Quarterback LLC | 0.14% | Reduce -90.4% | 8,572 | $293K |
| Strategic Wealth Investment Group, LLC | 0.02% | New | 8,786 | $291K |
| Formidable Asset Management, LLC | 0.05% | Reduce -28.3% | 8,457 | $289K |
| Castleview Partners, LLC | 0.16% | Add +3.0% | 8,462 | $288K |
| Rainier Family Wealth Inc. | 0.35% | — | 8,415 | $287K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +9.9% | 8,361 | $285K |
| Sovran Advisors, LLC | 0.04% | — | 8,381 | $285K |
| Mather Group, Llc. | 0.00% | Reduce -0.5% | 8,325 | $284K |
| Vantage Point Financial LLC | 0.15% | — | 8,305 | $283K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -30.8% | 8,293 | $283K |
| AssuredPartners Investment Advisors, LLC | 0.05% | — | 8,128 | $277K |
| American Institute for Advanced Investment Management, LLP | 0.21% | Add +20.7% | 8,125 | $277K |
| Liberty Capital Management, Inc. | 0.06% | New | 8,012 | $273K |
| Quadrature Capital Ltd | 0.01% | New | 8,006 | $273K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 7,944 | $271K |
| WNY Asset Management, LLC | 0.03% | Reduce -0.9% | 7,925 | $270K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.12% | Add +0.0% | 7,922 | $270K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 7,899 | $270K |
| McAdam, LLC | 0.01% | Reduce -9.4% | 7,883 | $269K |
| Sabal Trust CO | 0.02% | Reduce -5.2% | 7,810 | $267K |
| JGP Wealth Management, LLC | 0.03% | No change | 7,784 | $266K |
| Northwest Capital Management Inc | 0.11% | Reduce -15.3% | 7,776 | $265K |
| Wealthcare Capital Management LLC | 0.03% | New | 7,774 | $265K |
| HM Payson & Co. | 0.00% | No change | 7,764 | $265K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -7.1% | 7,667 | $262K |
| M1 Capital Management LLC | 0.14% | — | 7,608 | $260K |
| Forza Wealth Management, LLC | 0.12% | No change | 7,545 | $258K |
| Portland Financial Advisors Inc | 0.69% | — | 7,540 | $257K |
| Wealthspire Advisors, LLC | 0.00% | Add +34.8% | 7,536 | $257K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 7,500 | $256K |
| Fortress Wealth Management, Inc. | 0.12% | No change | 7,490 | $256K |
| OLIO Financial Planning | 0.09% | Reduce -5.2% | 7,440 | $254K |
| Keebeck Wealth Management | 0.04% | New | 7,422 | $253K |
| Moors & Cabot, Inc. | 0.01% | New | 7,419 | $253K |
| Morton Brown Family Wealth, LLC | 0.09% | New | 7,407 | $253K |
| Linscomb Wealth, Inc. | 0.01% | Add +1.1% | 7,315 | $250K |
| Claro Advisors Inc. | 0.03% | Add +1.8% | 7,293 | $249K |
| MA Private Wealth | 0.05% | No change | 7,240 | $247K |
| Wealth Architects, LLC | 0.03% | No change | 7,188 | $245K |
| Bravias Capital Group, LLC | 0.20% | — | 6,860 | $244K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -36.7% | 7,160 | $244K |
| REDW Wealth LLC | 0.08% | Reduce -12.1% | 7,158 | $244K |
| Mission Wealth Management, LP | 0.01% | No change | 7,091 | $242K |
| Ballast, Inc. | 0.07% | Add +3.8% | 7,090 | $242K |
| Client 1ST Advisory Group, LLC | 0.09% | No change | 7,058 | $241K |
| FSA Wealth Management LLC | 0.10% | Add +7.8% | 7,022 | $240K |
| Ellevest, Inc. | 0.01% | No change | 7,014 | $239K |
| Traction Financial Partners, LLC | 0.19% | Add +19.0% | 7,007 | $239K |
| Vise Technologies, Inc. | 0.02% | New | 6,940 | $237K |
| FSA Advisors, Inc. | 0.29% | Reduce -54.8% | 6,918 | $236K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +7.6% | 6,908 | $236K |
| Hutchens & Kramer Investment Management Group, LLC | 0.13% | Reduce -2.6% | 6,905 | $236K |
| Retirement Investment Advisors, Inc. | 0.02% | Reduce -6.2% | 6,905 | $236K |
| Clark Capital Management Group, Inc. | 0.00% | New | 6,891 | $235K |
| Smith Salley Wealth Management | 0.02% | No change | 6,880 | $235K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 6,872 | $235K |
| Yoffe Investment Management, LLC | 0.35% | — | 6,841 | $233K |
| Johnson Investment Counsel Inc. | 0.00% | Add +1.6% | 6,825 | $233K |
| Richmond Investment Services, LLC | 0.13% | — | 6,761 | $231K |
| Lodestone Wealth Management LLC | 0.11% | No change | 6,709 | $229K |
| Stratos Investment Management, LLC | 0.01% | New | 6,690 | $228K |
| Signaturefd, LLC | 0.00% | Add +26.1% | 6,681 | $228K |
| Tru Independence Asset Management 2, LLC | 0.19% | Reduce -2.2% | 6,665 | $227K |
| CIBC Private Wealth Group LLC | 0.00% | Add +108.6% | 6,550 | $226K |
| Kraft, Davis & Associates, LLC | 0.06% | New | 6,160 | $223K |
| Empirical Asset Management, LLC | 0.07% | New | 115,668 | $222K |
| Tranquility Partners, LLC | 0.08% | Add +15.3% | 6,486 | $221K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.8% | 6,463 | $221K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -15.2% | 6,440 | $220K |
| Wealthcare Capital Partners, LLC | 0.11% | — | 6,427 | $219K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +13.1% | 6,411 | $219K |
| Peterson Wealth Management | 0.13% | No change | 6,375 | $218K |
| New Perspectives, Inc | 0.12% | Reduce -0.3% | 6,358 | $217K |
| Cannell & Spears LLC | 0.00% | No change | 6,332 | $216K |
| Telos Capital Management, Inc. | 0.02% | Reduce -2.2% | 6,300 | $215K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -9.5% | 6,223 | $212K |
| Citadel Advisors | 0.00% | New | 6,190 | $211K |
| Empower Advisory Group, LLC | 0.00% | Reduce -44.5% | 6,114 | $209K |
| K2 Financial Inc. | 0.21% | — | 6,165 | $209K |
| Neuberger Berman Group LLC | 0.00% | New | 6,100 | $208K |
| Independence Bank of Kentucky | 0.03% | No change | 6,096 | $208K |
| Capital CS Group, LLC | 0.28% | Reduce -15.6% | 6,033 | $206K |
| Transce3nd, LLC | 0.07% | — | 6,017 | $205K |
| Americana Partners, LLC | 0.01% | No change | 5,935 | $203K |
| Wolff Financial Management LLC | 0.06% | Add +1.4% | 5,865 | $200K |
| Rialto Wealth Management, LLC | 0.06% | — | 5,645 | $193K |
| Oarsman Capital, Inc. | 0.03% | No change | 5,630 | $192K |
| GHP Investment Advisors, Inc. | 0.01% | Reduce -15.7% | 5,603 | $191K |
| Mainstream Capital Management LLC | 0.13% | Add +1.4% | 5,415 | $185K |
| Quadrant Capital Group LLC | 0.01% | Add +2.1% | 5,161 | $176K |
| Copia Wealth Management | 0.16% | — | 5,074 | $173K |
| SBI Securities Co., Ltd. | 0.01% | — | 5,053 | $172K |
| Caitlin John, LLC | 0.12% | Add +5.8% | 5,009 | $171K |
| Van Hulzen Asset Management, LLC | 0.01% | Reduce -15.2% | 4,932 | $168K |
| Tidemark, LLC | 0.06% | Reduce -38.3% | 4,712 | $161K |
| Balefire, LLC | 0.05% | Add +4.3% | 4,496 | $153K |
| Sanctuary Wealth Management, L.L.C. | 0.10% | No change | 4,460 | $152K |
| Fairman Group, LLC | 0.12% | Add +1.4% | 4,094 | $140K |
| Hills Bank & Trust Co | 0.01% | New | 4,055 | $138K |
| Deutsche Bank AG | 0.00% | No change | 4,047 | $138K |
| Orion Capital Management LLC | 0.06% | New | 3,847 | $131K |
| Measured Risk Portfolios, Inc. | 0.14% | — | 3,634 | $124K |
| Arcadia Investment Advisors LLC | 0.06% | No change | 3,215 | $110K |
| Hoese & Co LLP | 0.10% | New | 3,211 | $110K |
| NorthRock Partners, LLC | 0.00% | No change | 3,186 | $109K |
| Founders Financial Alliance, LLC | 0.03% | Add +16.4% | 3,155 | $108K |
| Morling Financial Advisors, LLC | 0.04% | No change | 3,045 | $104K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,865 | $98K |
| Coston, McIsaac & Partners | 0.03% | No change | 2,813 | $96K |
| Graney & King, LLC | 0.07% | — | 2,778 | $95K |
| Evermay Wealth Management LLC | 0.01% | No change | 2,663 | $91K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +322.9% | 2,563 | $87K |
| Abound Wealth Management | 0.03% | Add +3.0% | 2,497 | $85K |
| Financial Gravity Companies, Inc. | 0.02% | Reduce -1.2% | 2,380 | $81K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Reduce -90.2% | 2,347 | $80K |
| Oakworth Capital, Inc. | 0.01% | Add +1075.0% | 2,256 | $77K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 2,197 | $75K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -1.0% | 2,184 | $75K |
| Raffa Wealth Management, LLC | 0.02% | Add +35.8% | 2,124 | $72K |
| PrairieView Partners, LLC | 0.01% | No change | 2,120 | $72K |
| WealthCollab, LLC | 0.05% | No change | 2,100 | $72K |
| Asset Dedication, LLC | 0.01% | Add +2857.1% | 2,070 | $71K |
| Accent Capital Management, LLC | 0.04% | No change | 2,000 | $68K |
| CarsonAllaria Wealth Management, Ltd. | 0.04% | Add +171.0% | 1,905 | $65K |
| American Capital Advisory, LLC | 0.04% | No change | 1,900 | $65K |
| Operose Advisors LLC | 0.02% | Add +1143.0% | 1,877 | $64K |
| Clear Investment Research, LLC | 0.08% | Add +52.1% | 1,875 | $64K |
| Bogart Wealth, LLC | 0.00% | Add +0.3% | 1,803 | $62K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -61.5% | 1,769 | $60K |
| Rothschild Investment LLC | 0.00% | No change | 1,751 | $60K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,650 | $58K |
| Front Row Advisors LLC | 0.02% | Add +25.0% | 1,502 | $51K |
| NewSquare Capital LLC | 0.00% | New | 1,316 | $45K |
| WPG Advisers, LLC | 0.04% | — | 1,314 | $45K |
| Creative Financial Designs Inc. | 0.00% | Reduce -45.3% | 1,236 | $42K |
| Bare Financial Services, Inc | 0.02% | No change | 1,210 | $41K |
| Safe Harbor Fiduciary, LLC | 0.04% | Add +3.1% | 1,182 | $40K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,118 | $38K |
| BlackRock, Inc. | 0.00% | Reduce -30.3% | 1,098 | $37K |
| Strengthening Families & Communities, LLC | 0.02% | Add +1.4% | 1,085 | $37K |
| PFG Private Wealth Management, LLC | 0.02% | Reduce -7.6% | 1,084 | $37K |
| Bellwether Advisors, LLC | 0.01% | New | 1,064 | $36K |
| Frazier Financial Advisors, LLC | 0.03% | Add +1.1% | 1,060 | $36K |
| Tucker Asset Management LLC | 0.01% | Reduce -0.7% | 1,061 | $36K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 1,045 | $36K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -30.7% | 913 | $31K |
| First PREMIER Bank | 0.01% | No change | 909 | $31K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 859 | $29K |
| IMG Wealth Management, Inc. | 0.03% | — | 855 | $29K |
| MilWealth Group LLC | 0.01% | No change | 851 | $29K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 839 | $29K |
| PSI Advisors, LLC | 0.01% | No change | 793 | $27K |
| Bessemer Group Inc. | 0.00% | Reduce -98.3% | 780 | $27K |
| Rogco, LP | 0.01% | New | 746 | $25K |
| Future Financial Wealth Managment LLC | 0.02% | No change | 745 | $25K |
| Valued Wealth Advisors LLC | 0.02% | New | 742 | $25K |
| WR Wealth Planners, LLC | 0.01% | Reduce -17.3% | 717 | $24K |
| Sandy Spring Bank | 0.00% | No change | 661 | $23K |
| ORG Partners LLC | 0.00% | Reduce -3.2% | 637 | $22K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +4.8% | 628 | $21K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -37.4% | 618 | $21K |
| FAS Wealth Partners, Inc. | 0.00% | New | 616 | $21K |
| Covestor Ltd | 0.01% | Add +23.6% | 565 | $19K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.4% | 542 | $19K |
| Transcendent Capital Group LLC | 0.01% | Add +1.4% | 498 | $17K |
| Hanson & Doremus Investment Management | 0.00% | No change | 510 | $17K |
| Horizons Wealth Management | 0.01% | No change | 498 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 492 | $17K |
| Tsfg, LLC | 0.00% | Reduce -12.3% | 470 | $16K |
| Crewe Advisors LLC | 0.00% | Reduce -40.1% | 412 | $14K |
| Lindbrook Capital, LLC | 0.00% | No change | 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% | Add +1.3% | 382 | $13K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 382 | $13K |
| North Star Investment Management Corp. | 0.00% | New | 380 | $13K |
| Synergy Asset Management, LLC | 0.00% | New | 345 | $13K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -16.5% | 369 | $13K |
| Blue Trust, Inc. | 0.00% | Add +36.8% | 368 | $13K |
| Arlington Trust Co LLC | 0.00% | Reduce -53.7% | 354 | $12K |
| Redwood Park Advisors LLC | 0.01% | — | 339 | $12K |
| CENTRAL TRUST Co | 0.00% | Reduce -40.7% | 325 | $11K |
| UMB Bank, n.a. | 0.00% | No change | 297 | $10K |
| Element Wealth, LLC | 0.00% | No change | 260 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 259 | $9K |
| Reyes Financial Architecture, Inc. | 0.01% | — | 243 | $8K |
| Kestra Investment Management, LLC | 0.00% | New | 218 | $7K |
| Anfield Capital Management, LLC | 0.00% | No change | 187 | $6K |
| Archer Investment Corp | 0.00% | New | 177 | $6K |
| Main Street Group, LTD | 0.00% | Reduce -74.2% | 157 | $5K |
| FWL Investment Management, LLC | 0.00% | No change | 151 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | New | 149 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 129 | $4K |
| Center for Financial Planning, Inc. | 0.00% | New | 124 | $4K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 117 | $4K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 114 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | New | 108 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | New | 108 | $4K |
| Winnacle Wealth LLC | 0.00% | — | 101 | $3K |
| Fiduciary Advisors, Inc. | 0.00% | — | 100 | $3K |
| Mb, Levis & Associates, LLC | 0.00% | Add +1.1% | 96 | $3K |
| FLP Wealth Management, LLC | 0.01% | — | 95 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +1.1% | 92 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 91 | $3K |
| Ancora Advisors LLC | 0.00% | Reduce -82.1% | 87 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -42.4% | 83 | $3K |
| Luken Investment Analytics, LLC | 0.00% | No change | 81 | $3K |
| Keystone Financial Group, Inc. | 0.00% | — | 73 | $3K |
| Winch Advisory Services, LLC | 0.00% | No change | 61 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Add +1.9% | 53 | $2K |
| Lanark Financial, Inc. | 0.15% | — | 47 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | New | 44 | $2K |
| Sound Income Strategies, LLC | 0.00% | Reduce -77.8% | 40 | $1K |
| Murphy & Mullick Capital Management Corp | 0.00% | — | 37 | $1K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 34 | $1K |
| PMV Capital Advisers, LLC | 0.00% | — | 27 | $922 |
| Decker Retirement Planning Inc. | 0.00% | — | 22 | $751 |
| Hoey Investments, Inc. | 0.00% | No change | 21 | $717 |
| 10Elms LLP | 0.00% | — | 12 | $409 |
| Capital A Wealth Management, LLC | 0.00% | — | 8 | $273 |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 82 | $28 |
"% 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.