Ste STR SPDR PT DW Eu ETFSPDWETF
13F holders, Q1 2025 (March 31)992holders +19
76new positions
52sold out
4famous investors
$36.50avg. 13F price*
At the end of Q1 2025, 992 institutions reported holding Ste STR SPDR PT DW Eu ETF (SPDW) in their 13F filings, up 19 from Q4 2024. 76 opened new positions and 52 sold out. The largest holders were Creative Planning ($3.2B), Financial Engines Advisors L.L.C. ($2.4B) and Allworth Financial LP ($1.2B). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 (Q1 2025)
- CUSIP
- 78463X889
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $162.7M |
| Exits | 52 | $116.4M |
All 13F filers, Q4 2024 → Q1 2025: 53,945,171 shares bought and 41,351,428 shares sold, net +12,593,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 992 holders
| Creative Planning | 2.97% | Add +26.1% | 86,619,802 | $3.2B |
| Financial Engines Advisors L.L.C. | 5.09% | Reduce -2.3% | 65,209,436 | $2.4B |
| Allworth Financial LP | 6.68% | Reduce -0.2% | 31,646,663 | $1.2B |
| LPL Financial LLC | 0.44% | Add +9.6% | 30,733,565 | $1.1B |
| Cwm, LLC | 1.88% | Add +3.4% | 12,968,374 | $472.2M |
| Tiaa Trust, National Association | 1.46% | Reduce -3.5% | 12,850,044 | $467.9M |
| State Street Corp. | 0.02% | Add +47.2% | 11,504,374 | $418.9M |
| Morgan Stanley | 0.03% | Add +19.3% | 9,716,129 | $353.8M |
| Envestnet Asset Management Inc. | 0.09% | Add +15.1% | 7,669,937 | $279.3M |
| UBS Group AG | 0.06% | Add +0.0% | 7,282,203 | $265.1M |
| Commonwealth Equity Services, LLC | 0.33% | Add +395.9% | 6,428,708 | $234.1M |
| Horizon Investments, LLC | 6.78% | Reduce -9.2% | 6,250,807 | $227.6M |
| Betterment LLC | 0.53% | Reduce -0.2% | 6,191,508 | $225.4M |
| Townsquare Capital LLC | 2.39% | Add +5.6% | 6,158,497 | $224.2M |
| Auto-Owners Insurance Co | 5.36% | Reduce -76.5% | 5,157,000 | $202.5M |
| Stadion Money Management, LLC | 19.67% | Reduce -8.7% | 5,421,407 | $197.4M |
| Mariner, LLC | 0.27% | Reduce -12.6% | 4,495,888 | $163.7M |
| Bank of America Corp. | 0.01% | Reduce -15.3% | 4,423,677 | $161.1M |
| Advisory Alpha, LLC | 5.21% | Reduce -4.4% | 4,211,961 | $153.3M |
| Osaic Holdings, Inc. | 0.33% | Reduce -19.1% | 4,008,572 | $146.0M |
| Ameriprise Financial Inc. | 0.03% | Add +0.3% | 3,488,793 | $127.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -12.6% | 3,449,776 | $125.6M |
| Strategies Wealth Advisors, LLC | 14.71% | Add +4.6% | 3,307,179 | $120.4M |
| Envestnet Portfolio Solutions, Inc. | 0.46% | Add +47.4% | 3,284,240 | $119.6M |
| Pathstone Holdings, LLC | 0.48% | Add +5.5% | 3,019,547 | $110.0M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +32.9% | 2,842,573 | $103.5M |
| Assetmark, Inc. | 0.28% | Add +35.6% | 2,822,355 | $102.8M |
| Raymond James Financial Inc. | 0.04% | Reduce -1.0% | 2,807,023 | $102.2M |
| Clearstead Advisors, LLC | 1.52% | Add +2.9% | 2,690,524 | $98.0M |
| Sei Investments Co. | 0.12% | Reduce -6.0% | 2,522,749 | $91.9M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +0.9% | 2,357,550 | $85.8M |
| GeoWealth Management, LLC | 3.42% | Reduce -3.8% | 2,337,897 | $85.1M |
| Equitable Holdings, Inc. | 0.81% | Reduce -14.7% | 2,329,262 | $84.8M |
| Private Advisor Group, LLC | 0.49% | Reduce -4.9% | 2,228,694 | $81.1M |
| McNamara Financial Services, Inc. | 17.24% | Add +5.9% | 2,200,799 | $80.1M |
| Gradient Investments LLC | 1.55% | Reduce -42.0% | 2,105,458 | $76.7M |
| Savant Capital, LLC | 0.64% | Reduce -6.6% | 2,084,944 | $75.9M |
| Advocacy Wealth Management, LLC | 5.15% | Reduce -19.9% | 2,078,345 | $75.7M |
| JNBA Financial Advisors | 7.75% | Reduce -5.7% | 2,053,058 | $74.8M |
| Cetera Investment Advisers | 0.14% | Add +4.9% | 1,919,169 | $69.9M |
| HighTower Advisors, LLC | 0.09% | Add +53.3% | 1,891,175 | $68.9M |
| Park Avenue Securities LLC | 0.84% | Add +13.3% | 1,873,561 | $68.2M |
| Axxcess Wealth Management, LLC | 1.74% | Add +12.6% | 1,748,444 | $63.7M |
| Capital Asset Advisory Services LLC | 3.10% | Add +12.1% | 1,658,409 | $60.8M |
| MML Investors Services, LLC | 0.20% | Add +15.4% | 1,645,090 | $59.9M |
| AlphaStar Capital Management, LLC | 5.83% | Reduce -4.5% | 1,591,609 | $58.0M |
| Schneider Downs Wealth Management Advisors, LP | 10.40% | Add +7.4% | 1,576,264 | $57.4M |
| Facet Wealth, Inc. | 1.43% | Add +80.3% | 1,436,880 | $55.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 1,479,245 | $53.9M |
| Peterson Wealth Advisors, LLC | 9.93% | Reduce -0.8% | 1,565,058 | $51.4M |
| Rockefeller Capital Management L.P. | 0.13% | Add +2.4% | 1,391,424 | $50.7M |
| Truefg, LLC | 16.24% | Reduce -2.4% | 1,355,472 | $49.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -10.3% | 1,272,444 | $46.3M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +2.2% | 1,256,762 | $45.8M |
| Jane Street Group, LLC | 0.08% | New | 1,172,556 | $42.7M |
| Clearwater Capital Advisors, LLC | 3.94% | Add +0.5% | 1,120,737 | $40.8M |
| Wealthcare Advisory Partners LLC | 1.06% | Add +19.8% | 1,086,172 | $39.5M |
| Callan Capital, LLC | 2.92% | Add +4.0% | 1,085,621 | $39.5M |
| KWB Wealth | 4.51% | Reduce -5.0% | 1,096,005 | $37.4M |
| Signature Estate & Investment Advisors LLC | 0.98% | Add +25.2% | 1,022,301 | $37.2M |
| Global Strategic Investment Solutions, LLC | 4.28% | Reduce -0.4% | 1,016,715 | $37.0M |
| Stratos Wealth Partners, LTD. | 0.57% | Reduce -0.8% | 1,015,559 | $37.0M |
| Atlas Private Wealth Advisors | 5.05% | Add +16.6% | 995,977 | $36.3M |
| US Bancorp \de | 0.05% | Add +2.5% | 979,572 | $35.7M |
| CGN Advisors LLC | 3.46% | Add +61.6% | 969,997 | $35.3M |
| Bristlecone Advisors, LLC | 2.75% | Add +0.7% | 923,929 | $33.6M |
| Waller Financial Planning Group, Inc. | 9.39% | Add +0.8% | 918,310 | $33.4M |
| Boston Standard Wealth Management, LLC | 7.26% | Reduce -5.7% | 941,380 | $33.0M |
| Brio Consultants, LLC | 5.14% | Add +18.3% | 899,444 | $32.7M |
| Goldstein Advisors, LLC | 4.77% | Reduce -25.8% | 895,038 | $32.6M |
| Integrated Wealth Concepts LLC | 0.37% | Reduce -10.1% | 876,638 | $31.9M |
| Meeder Advisory Services, Inc. | 1.91% | Reduce -3.3% | 872,301 | $31.8M |
| Ballentine Partners, LLC | 0.55% | Reduce -7.3% | 871,165 | $31.7M |
| Wells Fargo & Company | 0.01% | Add +5.0% | 852,487 | $31.0M |
| MAI Capital Management | 0.23% | Reduce -5.0% | 850,485 | $31.0M |
| Lifeworks Advisors, LLC | 4.95% | Add +15.0% | 817,424 | $29.8M |
| Goodman Financial Corp | 6.40% | Add +1.1% | 815,235 | $29.7M |
| Dakota Wealth Management | 0.69% | Add +259.2% | 805,763 | $29.3M |
| Reston Wealth Management LLC | 11.59% | Add +1.1% | 787,349 | $28.7M |
| OneAscent Financial Services LLC | 1.84% | Add +0.7% | 771,935 | $28.2M |
| ProVise Management Group, LLC | 2.37% | Add +4.0% | 767,617 | $27.9M |
| N.E.W. Advisory Services LLC | 2.13% | Add +15.6% | 765,959 | $27.9M |
| Garrett Wealth Advisory Group, LLC | 6.14% | Add +6.7% | 754,231 | $27.5M |
| Diversify Wealth Management, LLC | 1.93% | Add +19.7% | 686,764 | $26.0M |
| ERn Financial, LLC | 4.08% | Add +4.2% | 709,841 | $25.8M |
| Rinkey Investments | 8.16% | Reduce -5.6% | 707,086 | $25.7M |
| Higgins & Schmidt Wealth Strategies LLC | 15.14% | Add +1.5% | 704,037 | $25.6M |
| Fairfield University | 13.10% | Add +209.2% | 701,558 | $25.5M |
| Blueprint Investment Partners LLC | 4.62% | Add +152.0% | 695,206 | $25.3M |
| Landmark Wealth Management, Inc. | 12.06% | Add +178.8% | 694,304 | $25.3M |
| Walkner Condon Financial Advisors LLC | 5.04% | Add +53.8% | 684,305 | $24.9M |
| Aptus Capital Advisors, LLC | 0.28% | Add +11.8% | 679,267 | $24.7M |
| Flagstone Financial Management | 7.94% | Add +2.2% | 677,252 | $24.7M |
| NewEdge Advisors, LLC | 0.15% | Add +19.9% | 674,357 | $24.6M |
| Compton Financial Group, LLC | 7.01% | New | 668,983 | $24.4M |
| Concord Asset Management, LLC | 5.37% | Add +577.4% | 658,632 | $24.3M |
| Auour Investments LLC | 8.82% | Reduce -15.5% | 643,124 | $24.3M |
| IFP Advisors, Inc | 0.75% | Reduce -18.7% | 668,624 | $24.3M |
| Geneos Wealth Management Inc. | 0.77% | Add +6.3% | 632,745 | $23.0M |
| Brighton Securities Corp. | 11.21% | Add +6.5% | 631,730 | $23.0M |
| Good Life Advisors, LLC | 1.54% | Add +1.8% | 600,881 | $21.9M |
| Cerity Partners LLC | 0.04% | Reduce -10.5% | 600,157 | $21.9M |
| Pure Financial Advisors, LLC | 0.46% | Reduce -4.3% | 597,716 | $21.8M |
| Knightsbridge Asset Management, LLC | 5.48% | Reduce -0.2% | 576,824 | $21.0M |
| Second Line Capital, LLC | 5.31% | Add +3.9% | 566,088 | $20.6M |
| Proffitt & Goodson Inc. | 3.39% | Reduce -1.3% | 565,630 | $20.6M |
| First Heartland Consultants, Inc. | 2.10% | Add +0.8% | 559,202 | $20.4M |
| SigFig Wealth Management, LLC | 0.72% | Add +5.3% | 571,599 | $20.0M |
| Treasure Coast Financial Planning | 12.30% | Add +7.3% | 544,918 | $19.8M |
| Iron Horse Wealth Management, LLC | 6.30% | Add +7.2% | 538,577 | $19.6M |
| Concord Wealth Partners | 3.21% | Add +409.6% | 536,149 | $19.5M |
| Summit Global Investments | 1.40% | New | 527,036 | $19.2M |
| Graypoint LLC | 1.19% | Add +1.6% | 525,879 | $19.1M |
| Headland Capital, LLC | 6.24% | Add +4.9% | 515,401 | $18.8M |
| Stifel Financial Corp. | 0.02% | Reduce -79.4% | 506,505 | $18.4M |
| Corient Private Wealth LP | 0.03% | Add +47.9% | 502,818 | $18.3M |
| Austin Private Wealth, LLC | 1.64% | Add +436.8% | 502,815 | $18.3M |
| Leicht Financial Planning & Wealth Management, Inc. | 9.41% | Add +3.0% | 494,272 | $18.0M |
| CSM Advisors, LLC | 0.96% | No change | 481,850 | $17.5M |
| Strategic Financial Partners, Ltd. | 9.22% | Add +43.3% | 480,978 | $17.5M |
| JT Stratford LLC | 3.08% | Reduce -29.3% | 475,859 | $17.3M |
| Fiduciary Alliance LLC | 1.67% | Reduce -0.4% | 466,639 | $17.0M |
| Ausdal Financial Partners, Inc. | 1.26% | Add +0.1% | 459,465 | $16.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +85.4% | 450,862 | $16.4M |
| Royal Bank of Canada | 0.00% | Add +7.6% | 449,604 | $16.4M |
| Focus Partners Wealth | 0.04% | Add +38.3% | 447,569 | $16.3M |
| Procyon Advisors, LLC | 0.98% | Add +6.8% | 440,362 | $16.0M |
| Valmark Advisers, Inc. | 0.23% | Reduce -1.2% | 425,804 | $15.5M |
| Waverly Advisors, LLC | 0.19% | Add +5.0% | 424,730 | $15.5M |
| RFG Advisory, LLC | 0.41% | Add +7.9% | 417,649 | $15.2M |
| Snowden Capital Advisors LLC | 0.49% | Add +17.9% | 416,672 | $15.2M |
| Tennessee Valley Asset Management Partners | 2.45% | Reduce -2.6% | 412,535 | $15.0M |
| JDM Financial Group LLC | 7.48% | Add +5.7% | 405,031 | $14.7M |
| Atria Investments, Inc | 0.19% | Reduce -21.9% | 404,249 | $14.7M |
| Mason & Associates, LLC | 4.18% | Add +9.9% | 398,781 | $14.5M |
| IHT Wealth Management, LLC | 0.45% | Reduce -39.8% | 396,929 | $14.5M |
| Wrapmanager Inc. | 3.74% | Add +5.5% | 391,123 | $14.2M |
| Bank Hapoalim BM | 2.11% | No change | 384,000 | $14.0M |
| Aspire Private Capital, LLC | 3.47% | Add +91.0% | 383,584 | $14.0M |
| GM Advisory Group, LLC | 0.75% | Reduce -0.6% | 382,319 | $13.9M |
| SCS Capital Management LLC | 0.18% | New | 382,221 | $13.9M |
| IAG Wealth Partners, LLC | 2.15% | Reduce -68.5% | 379,710 | $13.8M |
| Moss Adams Wealth Advisors LLC | 1.45% | Reduce -0.7% | 379,185 | $13.8M |
| Fidelity D & D Bancorp Inc. | 9.07% | Add +6.8% | 378,374 | $13.8M |
| Strategic Financial Planning, Inc. | 9.45% | Reduce -0.1% | 376,383 | $13.7M |
| Abound Financial, LLC | 6.85% | Add +0.5% | 371,749 | $13.5M |
| Arax Advisory Partners | 0.86% | Reduce -26.7% | 367,934 | $13.4M |
| Rodgers & Associates, LTD | 1.61% | Add +6.4% | 363,572 | $13.2M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -25.3% | 363,000 | $13.2M |
| VestGen Advisors, LLC | 0.59% | — | 354,770 | $12.9M |
| St Germain D J Co. Inc. | 0.61% | Reduce -3.2% | 354,618 | $12.9M |
| Invenio Wealth Partners LLC | 5.40% | Reduce -1.4% | 353,372 | $12.9M |
| Gradient Capital Advisors, LLC | 4.13% | Add +3.9% | 347,539 | $12.7M |
| Certified Advisory Corp | 1.41% | Reduce -7.0% | 342,168 | $12.5M |
| Plante Moran Financial Advisors, LLC | 1.06% | Reduce -15.0% | 337,496 | $12.3M |
| Advyzon Investment Management, LLC | 4.30% | Reduce -4.3% | 334,252 | $12.2M |
| Debussy Capital Management LP | 1.92% | Add +8.3% | 327,614 | $11.9M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +5.2% | 318,848 | $11.6M |
| Orion Portfolio Solutions, LLC | 0.11% | Add +5.2% | 318,848 | $11.6M |
| Values Added Financial LLC | 6.39% | Add +6.7% | 316,692 | $11.5M |
| Flagship Harbor Advisors, LLC | 0.60% | Reduce -3.9% | 315,029 | $11.5M |
| Gibbs Wealth Management | 2.76% | Add +12.8% | 314,306 | $11.4M |
| Probity Advisors, Inc. | 2.15% | Reduce -0.0% | 307,793 | $11.2M |
| Valtinson Bruner Financial Planning LLC | 3.76% | Add +41.1% | 305,334 | $11.1M |
| Cary Street Partners Financial LLC | 0.35% | Add +11.1% | 304,647 | $11.1M |
| Henderson Brothers Financial Partners, LLC | 5.55% | — | 249,561 | $11.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.86% | Add +5.8% | 299,631 | $10.9M |
| Hobbs Group Advisors, LLC | 4.13% | Reduce -8.1% | 298,276 | $10.9M |
| RFG - Bristol Wealth Advisors, LLC | 3.62% | New | 296,369 | $10.8M |
| O'Connor Financial Group LLC | 5.51% | Add +4.2% | 291,039 | $10.6M |
| Merit Financial Group, LLC | 0.16% | Reduce -44.2% | 290,626 | $10.6M |
| Harbour Investments, Inc. | 0.30% | Add +36.4% | 289,071 | $10.5M |
| SPC Financial, Inc. | 0.92% | New | 286,250 | $10.4M |
| Farther Finance Advisors, LLC | 0.27% | Add +206.2% | 284,413 | $10.4M |
| Portside Wealth Group, LLC | 1.69% | Add +6.8% | 284,960 | $10.4M |
| DORVAL Corp | 4.16% | Add +1.6% | 283,601 | $10.3M |
| Boltwood Capital Management | 3.12% | Reduce -2.4% | 281,730 | $10.3M |
| Cascade Financial Partners, LLC | 1.29% | Add +1.9% | 280,887 | $10.2M |
| Truist Financial Corp. | 0.02% | Reduce -4.3% | 279,009 | $10.2M |
| Brookstone Capital Management | 0.15% | Reduce -5.7% | 278,048 | $10.1M |
| Municipal Employees' Retirement System of Michigan | 0.13% | No change | 276,169 | $10.1M |
| Horizon Financial Services, LLC | 5.60% | Reduce -13.2% | 275,994 | $10.0M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -2.9% | 274,412 | $10.0M |
| Obsidian Personal Planning Solutions LLC | 4.43% | Add +7.4% | 262,220 | $9.9M |
| Great Lakes Advisors, LLC | 0.09% | Reduce -49.7% | 272,220 | $9.9M |
| Diversify Advisory Services, LLC | 0.61% | Add +27.2% | 258,081 | $9.8M |
| Kagan Cocozza Asset Management | 7.98% | Add +8.9% | 268,254 | $9.8M |
| Scotia Capital Inc. | 0.05% | Add +1.3% | 265,878 | $9.7M |
| Signet Financial Management, LLC | 1.28% | Reduce -14.4% | 259,602 | $9.5M |
| Ironwood Wealth Management, LLC. | 2.89% | Reduce -3.3% | 258,170 | $9.4M |
| Blueprint Financial Advisors LLC | 5.09% | — | 257,666 | $9.4M |
| Marathon Strategic Advisors, LLC | 9.87% | Add +1.5% | 252,227 | $9.2M |
| Integrated Capital Management, Inc. | 7.26% | Reduce -3.5% | 250,529 | $9.1M |
| Comerica Bank | 0.04% | Add +1.4% | 250,129 | $9.1M |
| Astoria Portfolio Advisors LLC. | 3.09% | Add +24.1% | 245,658 | $9.1M |
| Focus Partners Advisor Solutions, LLC | 0.14% | Add +10.8% | 249,359 | $9.1M |
| TPG Financial Advisors, LLC | 4.00% | Reduce -5.7% | 248,776 | $9.1M |
| Leslie Global Wealth, LLC | 4.38% | Reduce -2.6% | 247,051 | $9.0M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -73.4% | 247,428 | $8.9M |
| Cornerstone Wealth Management, LLC | 0.58% | Add +3.9% | 237,396 | $8.6M |
| Collier Financial | 7.33% | Add +462.7% | 236,817 | $8.6M |
| Tortoise Investment Management, LLC | 0.89% | Add +5.8% | 233,728 | $8.5M |
| Great Valley Advisor Group, Inc. | 0.18% | Add +12.0% | 232,723 | $8.5M |
| Rosenberg Matthew Hamilton | 2.12% | Add +3.0% | 232,670 | $8.5M |
| Brown Financial Advisory | 5.33% | Add +5.7% | 231,973 | $8.4M |
| Belpointe Asset Management LLC | 0.43% | Add +87.9% | 228,146 | $8.3M |
| Fortitude Financial, LLC | 7.88% | Add +9.1% | 227,288 | $8.3M |
| AE Wealth Management LLC | 0.07% | Add +32.9% | 219,746 | $8.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.25% | Reduce -4.7% | 219,649 | $8.0M |
| Partners in Financial Planning | 1.57% | Reduce -0.6% | 213,941 | $7.8M |
| Roble, Belko & Company, Inc | 1.24% | Reduce -6.5% | 213,824 | $7.8M |
| New England Capital Financial Advisors LLC | 3.94% | Reduce -7.0% | 212,729 | $7.7M |
| Prime Capital Investment Advisors, LLC | 0.09% | Add +144.7% | 212,162 | $7.7M |
| Security Financial Services, INC. | 1.52% | Reduce -1.2% | 209,890 | $7.6M |
| Atlas Capital Advisors Inc. | 0.95% | Reduce -1.2% | 209,348 | $7.6M |
| Legacy Solutions, LLC | 8.32% | Add +2.7% | 207,466 | $7.6M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -11.7% | 203,287 | $7.4M |
| Mutual Advisors, LLC | 0.21% | Add +181.2% | 196,159 | $7.4M |
| Orin Green Financial, LLC | 3.45% | New | 202,385 | $7.3M |
| Signal Advisors Wealth, LLC | 0.71% | Add +9.4% | 199,452 | $7.3M |
| BIP Wealth, LLC | 0.47% | Reduce -5.9% | 198,137 | $7.2M |
| Cornerstone Advisors Asset Management, LLC | 1.46% | Add +3.7% | 195,341 | $7.1M |
| Independent Financial Group, LLC | 0.24% | Add +1.6% | 194,565 | $7.1M |
| Diligent Investors, LLC | 1.72% | Reduce -3.3% | 194,350 | $7.1M |
| Kingsview Wealth Management, LLC | 0.13% | Add +9.4% | 194,002 | $7.1M |
| Millington Financial Advisors, LLC | 4.33% | Reduce -0.2% | 199,071 | $7.0M |
| Sensible Financial Planning & Management, LLC. | 1.39% | Reduce -24.6% | 191,376 | $7.0M |
| Ignite Planners, LLC | 1.35% | Reduce -5.3% | 182,278 | $6.9M |
| Wrenne Financial Planning LLC | 3.64% | Add +1.8% | 188,006 | $6.8M |
| Venturi Wealth Management, LLC | 0.35% | Reduce -15.2% | 186,831 | $6.8M |
| Aire Advisors, LLC | 1.43% | Add +0.2% | 186,438 | $6.8M |
| Montz Harcus Wealth Management LLC | 3.70% | Add +9.7% | 185,729 | $6.8M |
| Empowered Funds, LLC | 0.10% | Add +5.5% | 185,279 | $6.7M |
| Sanchez Wealth Management Group | 1.83% | Add +4.6% | 184,575 | $6.7M |
| Seven Springs Wealth Group, LLC | 2.40% | Reduce -8.4% | 181,030 | $6.6M |
| BayBridge Capital Group, LLC | 4.74% | Reduce -21.3% | 180,877 | $6.6M |
| CW Advisors, LLC | 0.08% | Reduce -4.7% | 180,132 | $6.6M |
| Insight Advisors, LLC/ PA | 1.13% | Reduce -0.1% | 176,608 | $6.4M |
| Partnership Wealth Management, LLC | 5.45% | Add +1.1% | 176,396 | $6.4M |
| Arq Wealth Advisors, LLC | 2.38% | Reduce -22.0% | 176,038 | $6.4M |
| Pecaut & Co. | 2.18% | Add +2.3% | 175,687 | $6.4M |
| Advisor Resource Council | 0.51% | Add +1041.1% | 183,325 | $6.3M |
| Optimist Retirement Group LLC | 3.17% | Add +1.2% | 174,030 | $6.3M |
| Modera Wealth Management, LLC | 0.08% | Add +0.0% | 171,113 | $6.2M |
| Raleigh Capital Management Inc. | 2.79% | Add +127.2% | 169,519 | $6.2M |
| Continuum Advisory, LLC | 0.79% | Reduce -1.2% | 168,174 | $6.1M |
| Arete Wealth Advisors, LLC | 0.46% | Add +11.5% | 166,893 | $6.1M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -4.2% | 166,461 | $6.1M |
| CreativeOne Wealth, LLC | 0.18% | Add +59.8% | 165,902 | $6.0M |
| Aquire Wealth Advisors, LLC | 1.85% | Reduce -2.1% | 165,456 | $6.0M |
| Collaborative Wealth Managment Inc. | 2.82% | Add +1.2% | 165,329 | $6.0M |
| Spartan Planning & Wealth Management | 5.79% | Add +193.0% | 164,048 | $6.0M |
| Sentinel Pension Advisors, LLC | 1.10% | Add +2.5% | 163,982 | $6.0M |
| ORBA Wealth Advisors, L.L.C. | 2.98% | Add +3.5% | 162,407 | $5.9M |
| XML Financial, LLC | 0.55% | Reduce -2.7% | 161,715 | $5.9M |
| Avior Wealth Management, LLC | 0.22% | Reduce -3.5% | 156,719 | $5.7M |
| Fort Point Capital Partners LLC | 0.63% | Reduce -0.5% | 155,890 | $5.7M |
| Cresset Asset Management, LLC | 0.03% | Reduce -0.5% | 154,504 | $5.6M |
| Rwa Wealth Partners, LLC | 0.07% | Reduce -12.7% | 154,004 | $5.6M |
| WBH Advisory Inc. | 0.52% | Add +8.5% | 153,961 | $5.6M |
| Delta Wealth Advisors LLC | 5.08% | Add +8.4% | 153,674 | $5.6M |
| FMR LLC | 0.00% | Add +24.8% | 153,481 | $5.6M |
| Cornerstone Financial Group, LLC | 5.02% | Add +27.5% | 144,526 | $5.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Reduce -12.8% | 153,216 | $5.6M |
| Western Wealth Management, LLC | 0.37% | Add +5.0% | 151,851 | $5.5M |
| Seeds Investor LLC | 1.55% | Add +45.0% | 151,811 | $5.5M |
| Luken Investment Analytics, LLC | 2.59% | Add +187188.9% | 151,704 | $5.5M |
| Battery Global Advisors, LLC | 3.08% | No change | 151,635 | $5.5M |
| Lifestyle Asset Management, Inc. | 3.00% | Reduce -12.0% | 150,113 | $5.5M |
| NovaPoint Capital, LLC | 1.66% | Add +2.1% | 147,909 | $5.4M |
| Hughes Financial Services, LLC | 1.04% | Reduce -1.2% | 145,721 | $5.3M |
| Novem Group | 0.75% | Reduce -20.4% | 145,687 | $5.3M |
| Tranquilli Financial Advisor LLC | 3.33% | Reduce -4.4% | 144,455 | $5.3M |
| Foundations Investment Advisors, LLC | 0.10% | Add +17.1% | 142,549 | $5.2M |
| Convergence Financial, LLC | 1.01% | Add +72.0% | 141,739 | $5.2M |
| Sheets Smith Wealth Management | 0.63% | Add +7.4% | 139,552 | $5.1M |
| Financial Advisory Partners, LLC | 1.70% | Add +1029.1% | 139,145 | $5.1M |
| YHB Investment Advisors, Inc. | 0.42% | Reduce -1.0% | 136,591 | $5.0M |
| Financial Advocates Investment Management | 0.35% | Add +215.7% | 135,365 | $4.9M |
| Opes Wealth Management LLC | 0.99% | Reduce -22.4% | 134,917 | $4.9M |
| Topel & Distasi Wealth Management, LLC | 2.26% | No change | 133,070 | $4.8M |
| BCS Wealth Management | 1.24% | Reduce -0.4% | 132,325 | $4.8M |
| Defined Financial Planning LLC | 4.87% | Add +43.7% | 131,490 | $4.8M |
| PAX Financial Group, LLC | 0.85% | Reduce -3.4% | 131,113 | $4.8M |
| Caliber Wealth Management, LLC / KS | 0.65% | — | 130,696 | $4.8M |
| Vested Financial Planning, LLC | 4.75% | Add +0.2% | 130,548 | $4.8M |
| WealthTrak Capital Management LLC | 4.06% | Add +114.9% | 129,419 | $4.7M |
| FSB Premier Wealth Management, Inc. | 1.83% | Add +1.7% | 128,625 | $4.7M |
| Breed's Hill Capital LLC | 2.52% | Add +5.5% | 128,294 | $4.7M |
| Red Wave Investments LLC | 1.67% | Reduce -11.0% | 128,090 | $4.7M |
| Towercrest Capital Management | 0.88% | Reduce -21.1% | 126,684 | $4.6M |
| Wilkins Miller Wealth Management, LLC | 3.46% | Add +1173.0% | 126,503 | $4.6M |
| Moneco Advisors, LLC | 0.48% | Add +31.9% | 126,198 | $4.6M |
| Idaho Trust Co | 1.85% | New | 124,547 | $4.5M |
| Fourth Dimension Wealth, LLC | 2.19% | Add +17.6% | 124,291 | $4.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +43.4% | 124,275 | $4.5M |
| Vicus Capital | 0.42% | Reduce -8.4% | 124,015 | $4.5M |
| Citigroup Inc. | 0.00% | Reduce -11.7% | 123,604 | $4.5M |
| Brown Financial Advisors | 1.83% | Reduce -45.6% | 121,778 | $4.4M |
| Kraft, Davis & Associates, LLC | 1.42% | Add +1844.6% | 119,785 | $4.4M |
| Richardson Financial Services Inc. | 3.30% | Add +43.5% | 119,070 | $4.3M |
| Strategic Financial Concepts, LLC | 0.81% | Reduce -15.1% | 118,357 | $4.3M |
| Planwiser Financial, LLC | 3.88% | — | 111,579 | $4.3M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -16.4% | 117,124 | $4.3M |
| Occidental Asset Management, LLC | 0.64% | Add +19.0% | 116,650 | $4.2M |
| Simplicity Wealth,LLC | 0.33% | Add +9.2% | 116,301 | $4.2M |
| Harbor Advisory Corp. | 1.41% | Add +7.5% | 115,175 | $4.2M |
| Sharkey, Howes & Javer | 0.60% | Add +334.7% | 114,787 | $4.2M |
| Heartwood Wealth Advisors LLC | 0.47% | Reduce -1.7% | 113,871 | $4.1M |
| Bensler, LLC | 0.52% | Add +31.5% | 113,816 | $4.1M |
| Independent Advisor Alliance | 0.14% | Reduce -92.2% | 112,700 | $4.1M |
| Vertex Planning Partners, LLC | 0.90% | Add +5.2% | 112,691 | $4.1M |
| Novus Advisors, LLC | 4.09% | Add +55.9% | 111,406 | $4.1M |
| Bay Capital Advisors, LLC | 3.36% | Add +16.0% | 110,882 | $4.0M |
| Heritage Trust Co | 0.49% | No change | 109,894 | $4.0M |
| Choreo, LLC | 0.06% | Add +54.1% | 108,934 | $4.0M |
| Koshinski Asset Management, Inc. | 0.33% | Reduce -10.0% | 106,669 | $3.9M |
| Towerpoint Wealth, LLC | 1.90% | Reduce -1.9% | 105,214 | $3.8M |
| LBMC Investment Advisors, LLC | 0.30% | Reduce -1.9% | 105,168 | $3.8M |
| Schwallier Wealth Management LLC | 2.80% | New | 104,260 | $3.8M |
| Norway Savings Bank | 2.16% | Add +0.8% | 104,195 | $3.8M |
| International Private Wealth Advisors LLC | 3.64% | Add +36.9% | 104,175 | $3.8M |
| Larson Financial Group LLC | 0.18% | Add +0.3% | 104,071 | $3.8M |
| Summit Financial, LLC | 0.10% | Reduce -0.9% | 101,870 | $3.7M |
| Smith Thornton Advisors LLC | 2.30% | Add +13.2% | 101,677 | $3.7M |
| Kingswood Wealth Advisors, LLC | 0.34% | Add +4.0% | 101,494 | $3.7M |
| Vista Cima Wealth Management LLC | 3.97% | Reduce -17.0% | 101,219 | $3.7M |
| Alliance Wealth Management Group | 0.99% | Add +2.3% | 100,760 | $3.7M |
| Smartleaf Asset Management LLC | 0.35% | Reduce -6.4% | 98,845 | $3.6M |
| Colton Groome Financial Advisors, LLC | 1.41% | Add +19.4% | 95,735 | $3.6M |
| Ervin Investment Management, LLC | 2.44% | Add +6.2% | 99,403 | $3.6M |
| Csenge Advisory Group | 0.20% | Add +29.0% | 99,521 | $3.6M |
| Modern Wealth Management, LLC | 0.11% | Add +171.7% | 97,874 | $3.6M |
| HBW Advisory Services LLC | 0.50% | Add +2.5% | 96,659 | $3.5M |
| Financial Insights, Inc. | 1.40% | Reduce -4.0% | 96,567 | $3.5M |
| Eclectic Associates Inc. | 0.94% | Reduce -4.9% | 95,892 | $3.5M |
| City National Bank of Florida | 3.14% | Add +46.8% | 95,730 | $3.5M |
| Yukon Wealth Management, Inc. | 1.44% | — | 95,424 | $3.5M |
| Plan A Wealth LLC | 2.68% | Reduce -24.4% | 94,931 | $3.5M |
| Integrity Wealth Solutions LLC | 1.86% | Add +9.2% | 94,285 | $3.4M |
| Oxinas Partners, LLC | 2.00% | Add +18.9% | 93,153 | $3.4M |
| Parallel Advisors, LLC | 0.08% | Reduce -3.3% | 92,630 | $3.4M |
| Captrust Financial Advisors | 0.01% | Reduce -8.3% | 92,697 | $3.4M |
| Renaissance Technologies | 0.01% | New | 90,700 | $3.3M |
| Keener Financial Planning LLC | 2.12% | Reduce -14.3% | 89,801 | $3.3M |
| JRM Investment Counsel, LLC | 1.16% | Reduce -17.5% | 89,723 | $3.3M |
| Trilogy Capital Inc. | 0.17% | Reduce -57.9% | 89,114 | $3.2M |
| Venture Visionary Partners LLC | 0.14% | Reduce -4.5% | 89,085 | $3.2M |
| North Star Asset Management Inc. | 0.15% | Add +53.3% | 88,994 | $3.2M |
| Stratos Wealth Advisors, LLC | 0.18% | Add +4.3% | 88,575 | $3.2M |
| Global Endowment Management, LP | 0.42% | Add +95.0% | 87,808 | $3.2M |
| American Investment Services, Inc. | 0.56% | Reduce -8.2% | 87,501 | $3.2M |
| Aspetuck Financial Management LLC | 2.73% | Add +2.6% | 87,199 | $3.2M |
| Life Planning Partners, Inc | 2.87% | No change | 87,061 | $3.2M |
| Range Financial Group LLC | 1.41% | Add +0.3% | 87,028 | $3.2M |
| YANKCOM Partnership | 1.74% | No change | 86,755 | $3.2M |
| Tyche Wealth Partners LLC | 0.68% | Add +29.9% | 86,252 | $3.1M |
| Fidelis Capital Partners, LLC | 0.33% | Reduce -0.5% | 83,265 | $3.1M |
| Northwest Wealth Management, LLC | 0.62% | Reduce -2.8% | 85,008 | $3.1M |
| NBT Bank, N.A. | 0.22% | Reduce -2.2% | 84,940 | $3.1M |
| Capital Analysts, LLC | 0.11% | Add +16.0% | 84,629 | $3.1M |
| Private Trust Co. NA | 0.32% | Add +8.6% | 84,307 | $3.1M |
| Ascent Group, LLC | 0.13% | Add +32.6% | 84,269 | $3.1M |
| Patriot Investment Management Group, Inc. | 0.23% | No change | 84,064 | $3.1M |
| SkyOak Wealth, LLC | 0.66% | Reduce -3.6% | 82,668 | $3.0M |
| Aerodigm Wealth, LLC | 1.67% | Reduce -4.8% | 82,469 | $3.0M |
| Gainplan LLC | 1.95% | Reduce -3.3% | 82,132 | $3.0M |
| Lowe Brockenbrough & Co. Inc. | 0.19% | No change | 81,222 | $3.0M |
| Quent Capital, LLC | 0.31% | Reduce -0.5% | 80,027 | $2.9M |
| Mattson Financial Services, LLC | 0.87% | Reduce -34.0% | 79,549 | $2.9M |
| Butensky & Cohen Financial Security, Inc. | 0.88% | Add +1.7% | 79,353 | $2.9M |
| Lunt Capital Management, Inc. | 1.05% | Add +18.0% | 79,041 | $2.9M |
| Blue Barn Wealth, LLC | 1.50% | Reduce -9.4% | 78,785 | $2.9M |
| Equita Financial Network, Inc. | 0.99% | Reduce -8.4% | 77,779 | $2.8M |
| UNIVEST FINANCIAL Corp | 0.18% | Reduce -3.8% | 77,645 | $2.8M |
| Simon Quick Advisors, LLC | 0.16% | Reduce -0.0% | 76,405 | $2.8M |
| Truepoint, Inc. | 0.07% | Reduce -28.6% | 75,739 | $2.8M |
| Columbia River Financial Group, LLC | 1.83% | Reduce -1.9% | 75,272 | $2.7M |
| Global Financial Private Client, LLC | 1.04% | Add +41.9% | 75,123 | $2.7M |
| Salomon & Ludwin, LLC | 0.29% | Add +87.1% | 74,474 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -16.3% | 74,638 | $2.7M |
| Cooksen Wealth, LLC | 2.75% | Reduce -2.7% | 75,534 | $2.7M |
| DeDora Capital, Inc. | 0.77% | No change | 73,837 | $2.7M |
| SOL Capital Management CO | 0.29% | Reduce -10.9% | 73,145 | $2.7M |
| Bison Wealth, LLC | 0.25% | Reduce -4.9% | 72,685 | $2.6M |
| LexAurum Advisors, LLC | 0.51% | Reduce -1.4% | 72,663 | $2.6M |
| Cabot Wealth Management Inc. | 0.34% | Add +2.2% | 72,477 | $2.6M |
| Wealth Advisors of Iowa, LLC | 1.12% | Reduce -79.6% | 71,561 | $2.6M |
| Jones Financial Companies LLLP | 0.00% | Add +25.8% | 70,523 | $2.6M |
| Landmark Wealth Management, LLC | 1.14% | Reduce -84.2% | 70,713 | $2.6M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +37.6% | 67,398 | $2.5M |
| JFS Wealth Advisors, LLC | 0.17% | Reduce -0.6% | 67,332 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.06% | New | 66,955 | $2.4M |
| Nicolet Advisory Services, LLC | 0.24% | Reduce -8.5% | 70,095 | $2.4M |
| FF Advisors,LLC | 1.34% | Add +0.0% | 61,087 | $2.3M |
| Steele Capital Management, Inc. | 0.12% | Add +1.8% | 64,184 | $2.3M |
| Baron Financial Group, LLC | 1.46% | Reduce -1.8% | 63,623 | $2.3M |
| Weitzel Financial Services, Inc. | 1.10% | Add +3.5% | 64,551 | $2.3M |
| AdvisorNet Financial, Inc | 0.17% | Add +7.9% | 62,947 | $2.3M |
| Watershed Private Wealth LLC | 0.90% | Reduce -0.1% | 61,795 | $2.2M |
| Vista Investment Management | 0.88% | Reduce -1.1% | 61,684 | $2.2M |
| G&S Capital LLC | 0.95% | Reduce -0.6% | 61,452 | $2.2M |
| Paladin Wealth, LLC | 2.01% | Reduce -43.0% | 61,392 | $2.2M |
| ABLE Financial Group, LLC | 0.62% | Reduce -0.3% | 60,408 | $2.2M |
| Opus Capital Group, LLC | 0.28% | New | 60,194 | $2.2M |
| Schechter Investment Advisors, LLC | 0.18% | Reduce -17.2% | 60,067 | $2.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.29% | Add +8.0% | 59,535 | $2.2M |
| TRUE Private Wealth Advisors | 0.26% | Add +14.9% | 59,248 | $2.2M |
| Wade Financial Advisory, Inc | 0.74% | Add +2.2% | 59,015 | $2.1M |
| McKinley Carter Wealth Services, Inc. | 0.13% | Reduce -6.2% | 58,504 | $2.1M |
| Breakwater Investment Management | 0.91% | Add +3.5% | 58,317 | $2.1M |
| Summit Trail Advisors, LLC | 0.07% | No change | 58,231 | $2.1M |
| Outlook Wealth Advisors, LLC | 0.59% | Add +52.5% | 57,942 | $2.1M |
| Pinnacle Family Advisors, LLC | 1.15% | Add +385.6% | 57,881 | $2.1M |
| Kohmann Bosshard Financial Services, LLC | 0.25% | Add +0.6% | 57,568 | $2.1M |
| Lockerman Financial Group, Inc. | 3.17% | Add +167.3% | 57,553 | $2.1M |
| One Capital Management, LLC | 0.07% | Add +1.3% | 57,155 | $2.1M |
| Trinity Wealth Management, LLC | 0.95% | Reduce -0.2% | 57,054 | $2.1M |
| Virtue Capital Management, LLC | 0.24% | Add +247.7% | 55,836 | $2.0M |
| Tilson Financial Group, Inc. | 0.80% | Reduce -12.9% | 55,588 | $2.0M |
| Paladin Advisory Group, LLC | 1.61% | Add +0.5% | 55,329 | $2.0M |
| Rockbridge Investment Management, LCC | 0.24% | Reduce -1.1% | 54,844 | $2.0M |
| Alliance Wealth Advisors, LLC | 0.52% | Add +4.1% | 54,820 | $2.0M |
| PCG Wealth Advisors, LLC | 0.70% | Add +3.8% | 54,796 | $2.0M |
| Norden Group LLC | 0.23% | Reduce -1.1% | 54,111 | $2.0M |
| Montis Financial, LLC | 0.58% | Reduce -1.6% | 53,967 | $2.0M |
| Financial Connections Group, Inc. | 0.88% | No change | 53,794 | $2.0M |
| Zhang Financial LLC | 0.10% | Add +66.9% | 53,750 | $2.0M |
| ACT Advisors, LLC. | 1.06% | Add +2.6% | 53,516 | $1.9M |
| Level Four Advisory Services, LLC | 0.08% | Reduce -30.5% | 53,292 | $1.9M |
| StoneX Group Inc. | 0.11% | Add +5.2% | 52,815 | $1.9M |
| NewEdge Wealth, LLC | 0.03% | Reduce -10.6% | 51,833 | $1.9M |
| Lanark Financial, Inc. | 0.16% | — | 51,039 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.6% | 50,736 | $1.8M |
| Wilmington Savings Fund Society, FSB | 0.03% | No change | 50,643 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +2.3% | 50,440 | $1.8M |
| Sherman Asset Management, Inc. | 1.74% | Add +5.5% | 50,138 | $1.8M |
| Sowell Financial Services LLC | 0.08% | Add +1.9% | 49,368 | $1.8M |
| Legacy Private Trust Co. | 0.12% | Reduce -34.8% | 49,060 | $1.8M |
| Sage Mountain Advisors LLC | 0.13% | No change | 49,050 | $1.8M |
| &partners | 0.02% | Add +76.8% | 48,532 | $1.8M |
| GTS Securities LLC | 0.08% | New | 48,886 | $1.8M |
| Perennial Investment Advisors, LLC | 0.20% | Add +9.1% | 48,048 | $1.7M |
| Glen Eagle Advisors, LLC | 0.29% | Add +17.7% | 47,957 | $1.7M |
| Comprehensive Money Management Services LLC | 1.39% | Add +2.2% | 47,252 | $1.7M |
| Citadel Advisors | 0.00% | Add +652.3% | 46,566 | $1.7M |
| Worth Financial Advisory Group, LLC | 1.08% | Reduce -8.7% | 46,508 | $1.7M |
| GPS Wealth Strategies Group, LLC | 0.23% | Reduce -23.0% | 46,448 | $1.7M |
| IRON Financial LLC | 0.94% | Reduce -0.1% | 46,294 | $1.7M |
| First Manhattan Co. Llc. | 0.00% | Add +0.3% | 44,581 | $1.6M |
| Brown Advisory Inc. | 0.00% | Add +66.8% | 44,288 | $1.6M |
| Compound Planning, Inc. | 0.07% | Add +8.2% | 44,166 | $1.6M |
| Apella Capital, LLC | 0.05% | Reduce -0.2% | 45,122 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -9.5% | 43,384 | $1.6M |
| Nwam LLC | 0.13% | Reduce -59.2% | 42,997 | $1.6M |
| Stablepoint Partners, LLC | 0.28% | Add +5.2% | 42,708 | $1.6M |
| Bluespring Wealth Management, LLC | 0.16% | Reduce -3.5% | 42,309 | $1.5M |
| Wedmont Private Capital | 0.08% | Add +19.9% | 43,462 | $1.5M |
| Balboa Wealth Partners | 0.36% | Add +99.9% | 41,299 | $1.5M |
| MCF Advisors LLC | 0.11% | No change | 40,996 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -1.8% | 40,257 | $1.5M |
| Iams Wealth Management, LLC | 0.67% | Add +62.3% | 40,005 | $1.5M |
| Pineridge Advisors LLC | 0.57% | Add +7.2% | 39,954 | $1.5M |
| AQR Capital Management | 0.00% | Add +13.2% | 39,917 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -9.0% | 39,728 | $1.4M |
| Wealthspire Retirement, LLC | 0.11% | Reduce -15.6% | 39,725 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Add +100.2% | 39,661 | $1.4M |
| Clarkston Capital Partners, LLC | 0.03% | No change | 39,500 | $1.4M |
| Capital Planning Advisors, LLC | 0.22% | Add +8.3% | 39,466 | $1.4M |
| Financial Network Wealth Advisors LLC | 1.88% | Add +4.0% | 39,291 | $1.4M |
| Wealthcare Capital Partners, LLC | 0.73% | Add +507.6% | 39,049 | $1.4M |
| McNaughton Wealth Management, LLC | 0.68% | Add +1.6% | 38,654 | $1.4M |
| Laurel Wealth Planning LLC | 0.93% | Reduce -21.9% | 38,625 | $1.4M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -0.6% | 38,597 | $1.4M |
| True North Advisors, LLC | 0.25% | Reduce -5.7% | 38,428 | $1.4M |
| Cary Street Partners Investment Advisory LLC | 0.81% | Add +1.8% | 38,357 | $1.4M |
| Stevens Capital Partners | 0.65% | Reduce -18.4% | 37,936 | $1.4M |
| Courier Capital LLC | 0.09% | Add +8.5% | 37,908 | $1.4M |
| Tempus Wealth Planning, LLC | 0.41% | Add +93.8% | 37,856 | $1.4M |
| Rehmann Capital Advisory Group | 0.09% | Reduce -5.6% | 37,834 | $1.4M |
| Dravo Bay LLC | 0.73% | Reduce -28.9% | 37,720 | $1.4M |
| Hilltop Holdings Inc. | 0.09% | Add +47.4% | 37,491 | $1.4M |
| FWG Investments, LLC. | 1.60% | Reduce -21.8% | 37,350 | $1.4M |
| Barnes Wealth Management Group, Inc | 0.87% | Reduce -4.8% | 37,188 | $1.4M |
| Bill Few Associates, Inc. | 0.48% | Reduce -2.8% | 36,633 | $1.3M |
| USAdvisors Wealth Management, LLC | 0.46% | Reduce -29.4% | 36,543 | $1.3M |
| Better Money Decisions, LLC | 0.88% | Add +0.1% | 36,284 | $1.3M |
| Composition Wealth, LLC | 0.03% | Reduce -0.9% | 36,183 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -7.8% | 35,885 | $1.3M |
| Blair William & Co. | 0.00% | Add +8.3% | 35,873 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -8.6% | 35,355 | $1.3M |
| Ballast Advisors LLC | 0.41% | Reduce -5.3% | 35,163 | $1.3M |
| Swmg, LLC | 0.50% | Add +67.3% | 33,834 | $1.3M |
| TBH Global Asset Management, LLC | 0.24% | New | 34,483 | $1.3M |
| Consolidated Portfolio Review Corp | 0.20% | Add +4.6% | 34,166 | $1.2M |
| Midwest Financial Network, LLC | 1.23% | Add +9.2% | 33,842 | $1.2M |
| Eagle Strategies LLC | 0.21% | Add +1.7% | 33,833 | $1.2M |
| First Horizon Advisors, Inc. | 0.03% | Reduce -25.4% | 33,810 | $1.2M |
| Intrua Financial, LLC | 0.19% | Add +58.1% | 33,621 | $1.2M |
| FreeGulliver LLC | 0.62% | Add +1.8% | 33,470 | $1.2M |
| New Century Financial Group, LLC | 1.40% | Reduce -14.1% | 33,250 | $1.2M |
| Legacy Edge Advisors, LLC | 0.18% | Add +3.6% | 32,190 | $1.2M |
| Invesco Ltd. | 0.00% | Reduce -62.4% | 32,000 | $1.2M |
| Phillips Financial Management, LLC | 0.09% | Reduce -0.4% | 31,845 | $1.2M |
| World Investment Advisors | 0.03% | Reduce -20.1% | 31,812 | $1.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.06% | Reduce -13.3% | 31,752 | $1.2M |
| German American Bancorp, Inc. | 0.12% | No change | 31,453 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -0.6% | 31,446 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -2.9% | 31,043 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Add +18.4% | 30,927 | $1.1M |
| Keystone Wealth Services, LLC | 0.30% | Reduce -3.5% | 30,885 | $1.1M |
| Howard Financial Services, LTD. | 0.15% | Reduce -4.7% | 30,798 | $1.1M |
| Realta Investment Advisors | 0.51% | Add +34.6% | 30,523 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +55.0% | 30,476 | $1.1M |
| MBM Wealth Consultants, LLC | 0.32% | Add +4.1% | 30,037 | $1.1M |
| Golden State Wealth Management, LLC | 0.16% | Reduce -0.8% | 29,938 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -10.5% | 29,659 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.7% | 29,139 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Add +3.6% | 28,610 | $1.0M |
| Altrius Capital Management Inc | 0.25% | Add +1.5% | 28,456 | $1.0M |
| Advisors Management Group Inc. | 0.23% | Add +8.5% | 28,467 | $1.0M |
| SageView Advisory Group, LLC | 0.04% | Reduce -11.9% | 28,017 | $1.0M |
| Kathleen S. Wright Associates Inc. | 0.42% | Reduce -3.4% | 27,917 | $1.0M |
| TFB Advisors LLC | 0.29% | Reduce -1.0% | 27,684 | $1.0M |
| Fifth Third Bancorp | 0.00% | No change | 27,679 | $1.0M |
| Puff Wealth Management, LLC | 1.77% | Reduce -20.9% | 27,526 | $1.0M |
| Mgo One Seven LLC | 0.04% | Add +0.8% | 27,308 | $994K |
| Seaside Wealth Management, Inc. | 0.35% | No change | 27,214 | $991K |
| Jackson Creek Investment Advisors LLC | 0.31% | Reduce -3.3% | 27,155 | $989K |
| Ascentis Independent Advisors | 0.20% | Add +19.1% | 27,160 | $989K |
| Caitlin John, LLC | 0.97% | Add +442.1% | 27,154 | $989K |
| MidAtlantic Capital Management, Inc. | 0.77% | No change | 27,015 | $984K |
| TKG Advisors, LLC | 0.48% | Reduce -4.5% | 26,989 | $983K |
| Howard Wealth Management, LLC | 0.54% | Reduce -2.7% | 26,659 | $971K |
| Enclave Advisors LLC | 0.17% | Reduce -0.8% | 26,591 | $968K |
| Seneca Financial Advisors LLC | 0.47% | New | 26,583 | $968K |
| Exencial Wealth Advisors, LLC | 0.04% | Reduce -1.4% | 26,556 | $967K |
| MGB Wealth Management, LLC | 0.35% | Reduce -3.0% | 26,438 | $966K |
| Janney Montgomery Scott LLC | 0.00% | New | 26,386 | $961K |
| Flputnam Investment Management Co. | 0.02% | Reduce -70.8% | 25,881 | $942K |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 25,868 | $942K |
| Narus Financial Partners, LLC | 0.32% | Add +1.0% | 25,670 | $935K |
| Stock Yards Bank & Trust Co. | 0.03% | New | 25,644 | $934K |
| GWN Securities Inc. | 0.05% | New | 24,514 | $930K |
| BSW Wealth Partners | 0.14% | Reduce -0.8% | 25,425 | $926K |
| Balentine LLC | 0.04% | Reduce -2.5% | 25,124 | $915K |
| AIFG Consultants Ltd. | 1.50% | Reduce -2.9% | 25,057 | $912K |
| First Trust Advisors LP | 0.00% | Reduce -0.2% | 24,958 | $909K |
| River Street Advisors LLC | 0.45% | Add +4.4% | 24,934 | $908K |
| Wealth Advisors Northwest LLC | 0.57% | Reduce -0.2% | 24,730 | $900K |
| Krilogy Financial LLC | 0.06% | Reduce -2.6% | 24,709 | $900K |
| Fisher Asset Management | 0.00% | Add +23.0% | 24,658 | $898K |
| Leverty Financial Group, LLC | 0.37% | Reduce -22.4% | 24,638 | $897K |
| Triad Wealth Partners, LLC | 0.28% | Reduce -2.6% | 24,461 | $891K |
| Zacks Investment Management | 0.01% | Add +26.7% | 24,418 | $889K |
| Keystone Financial Group | 0.09% | Reduce -0.3% | 24,133 | $879K |
| Detalus Advisors, LLC | 0.28% | Reduce -5.6% | 24,096 | $877K |
| Fortis Group Advisors, LLC | 0.17% | Reduce -1.1% | 24,020 | $875K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -26.4% | 23,932 | $871K |
| LWM Advisory Services, LLC | 0.60% | Reduce -4.0% | 23,902 | $870K |
| Great Diamond Partners, LLC | 0.24% | Add +6.1% | 23,882 | $870K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 23,782 | $866K |
| Baird Financial Group, Inc. | 0.00% | Reduce -53.9% | 23,756 | $865K |
| Spectrum Planning & Advisory Services Inc. | 0.72% | Add +40.1% | 23,631 | $860K |
| Bokf, NA | 0.02% | No change | 23,597 | $859K |
| WealthCare Investment Partners, LLC | 0.36% | Reduce -0.2% | 23,699 | $856K |
| Elios Financial Group Inc. | 0.42% | Reduce -4.3% | 23,494 | $855K |
| Baker Tilly Wealth Management, LLC | 0.33% | Reduce -6.3% | 23,442 | $854K |
| IFG Advisors, LLC | 0.16% | No change | 23,372 | $851K |
| Wallace Advisory Group, LLC | 0.58% | Add +7.5% | 24,494 | $836K |
| Black Diamond Financial, LLC | 0.12% | Add +40.7% | 22,813 | $831K |
| Sabal Trust CO | 0.05% | Add +192.1% | 22,810 | $831K |
| Triumph Capital Management | 0.27% | Add +39.9% | 22,615 | $823K |
| Destiny Capital Corp | 0.56% | Add +8.1% | 22,531 | $820K |
| Money Concepts Capital Corp. | 0.06% | Add +5.5% | 22,504 | $819K |
| Clark Asset Management, LLC | 0.14% | Add +147.8% | 22,437 | $817K |
| Strategic Blueprint, LLC | 0.04% | Reduce -5.9% | 22,074 | $804K |
| Newport Capital Group, LLC | 0.58% | Reduce -1.0% | 22,010 | $801K |
| Forefront Wealth Partners, LLC | 0.54% | New | 21,774 | $793K |
| Upper Left Wealth Management, LLC | 0.56% | Reduce -3.2% | 21,392 | $779K |
| Allen Capital Group, LLC | 0.09% | Reduce -3.8% | 21,369 | $778K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +73.6% | 21,290 | $775K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.4% | 21,231 | $773K |
| Bank of Hawaii | 0.04% | Add +6.5% | 20,785 | $757K |
| Colonial Trust Co / SC | 0.12% | No change | 20,755 | $756K |
| Key Financial Inc | 0.16% | Add +14.4% | 20,718 | $754K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -7.0% | 20,632 | $751K |
| Penobscot Wealth Management | 0.32% | Add +7.1% | 20,609 | $750K |
| Strategic Investment Advisors / MI | 0.08% | Add +31.9% | 20,594 | $750K |
| Acropolis Investment Management, LLC | 0.04% | No change | 20,547 | $748K |
| Richard W. Paul & Associates, LLC | 0.29% | Add +39.2% | 20,233 | $737K |
| Balanced Wealth Group LLC | 0.35% | Add +0.3% | 19,751 | $719K |
| Uptown Financial Advisors LLC | 0.74% | No change | 19,703 | $717K |
| Aletheian Wealth Advisors LLC | 0.40% | No change | 19,604 | $714K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -2.8% | 19,603 | $714K |
| CogentBlue Wealth Advisors, LLC | 0.62% | No change | 19,496 | $710K |
| Professional Financial Advisors, LLC | 0.18% | Reduce -3.8% | 19,346 | $704K |
| Canal Capital Management, LLC | 0.12% | Reduce -47.8% | 19,135 | $697K |
| Franklin Resources Inc. | 0.00% | No change | 19,061 | $694K |
| WealthShield Partners, LLC | 0.09% | Reduce -0.9% | 18,924 | $689K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -38.9% | 18,890 | $688K |
| McClarren Financial Advisors, Inc. | 0.45% | Reduce -9.4% | 17,089 | $687K |
| Tru Independence Asset Management 2, LLC | 0.51% | Add +182.5% | 18,831 | $686K |
| Maia Wealth LLC | 0.16% | Reduce -0.4% | 19,157 | $685K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 18,777 | $684K |
| Cypress Financial Planning LLC | 0.24% | Add +96.0% | 18,536 | $674K |
| Keybank National Association | 0.00% | Add +1.4% | 18,425 | $671K |
| PFG Advisors | 0.04% | Add +7.3% | 18,306 | $667K |
| Stone Summit Wealth LLC | 0.22% | Reduce -2.5% | 18,024 | $656K |
| Port Capital LLC | 0.03% | No change | 18,000 | $655K |
| Berger Financial Group, Inc | 0.05% | Reduce -95.7% | 17,963 | $654K |
| Cannon Financial Strategists, Inc. | 0.11% | No change | 17,846 | $650K |
| Rooted Wealth Advisors, Inc. | 0.28% | Add +0.7% | 19,315 | $648K |
| M Holdings Securities, Inc. | 0.11% | Add +0.2% | 17,585 | $640K |
| Watts Gwilliam & Co., LLC | 0.14% | No change | 17,502 | $637K |
| Altus Wealth Group LLC | 0.30% | Reduce -3.5% | 17,380 | $633K |
| Prevail Innovative Wealth Advisors, LLC | 0.17% | Reduce -1.8% | 17,345 | $632K |
| Richmond Investment Services, LLC | 0.34% | Add +156.3% | 17,332 | $631K |
| Prospect Financial Group LLC | 0.79% | No change | 17,106 | $623K |
| Stephens Inc. | 0.01% | Reduce -16.4% | 16,899 | $615K |
| Savvy Advisors, Inc. | 0.06% | Reduce -4.2% | 16,804 | $612K |
| Absolute Capital Management, LLC | 0.35% | Add +76.1% | 16,778 | $611K |
| Glass Jacobson Investment Advisors llc | 0.20% | No change | 17,835 | $609K |
| Cedar Point Capital Partners, LLC | 0.41% | Add +2.3% | 16,629 | $605K |
| Richard P Slaughter Associates Inc | 0.14% | Reduce -65.2% | 16,588 | $604K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.0% | 16,479 | $600K |
| Medallion Wealth Advisors, LLC | 0.27% | Add +9.8% | 16,384 | $598K |
| Synergy Investment Management, LLC | 0.25% | Reduce -30.4% | 16,375 | $596K |
| Calton & Associates, Inc. | 0.14% | Add +3.7% | 16,314 | $594K |
| Kelly Financial Services LLC | 0.21% | Add +36.0% | 16,293 | $593K |
| Hibernia Wealth Partners, LLC | 0.42% | Reduce -75.5% | 16,268 | $592K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -5.5% | 16,217 | $590K |
| Lumbard & Kellner, LLC | 0.26% | Reduce -6.3% | 16,057 | $585K |
| Rock Point Advisors, LLC | 0.18% | Add +7.3% | 15,917 | $580K |
| Qube Research & Technologies Ltd | 0.00% | New | 15,891 | $579K |
| Running Point Capital Advisors, LLC | 0.18% | Reduce -0.5% | 15,540 | $566K |
| DHK Financial Advisors, Inc. | 0.31% | No change | 15,500 | $564K |
| Ridgewood Investments LLC | 0.26% | Add +68.9% | 15,314 | $558K |
| BCK Partners, Inc. | 0.35% | Add +0.6% | 15,246 | $555K |
| Advisor OS, LLC | 0.06% | Reduce -77.8% | 15,230 | $555K |
| Principal Securities, Inc. | 0.01% | No change | 16,188 | $552K |
| LVM Capital Management Ltd. | 0.06% | Reduce -9.3% | 15,100 | $550K |
| Whittier Trust Co. | 0.01% | No change | 14,917 | $543K |
| FSA Advisors, Inc. | 0.43% | Add +113.4% | 14,761 | $537K |
| Acorn Financial Advisory Services Inc. | 0.10% | Reduce -17.4% | 14,738 | $537K |
| RMR Wealth Builders | 0.06% | No change | 14,719 | $536K |
| Evergreen Capital Management LLC | 0.02% | No change | 14,709 | $536K |
| Texas Yale Capital Corp. | 0.02% | No change | 14,685 | $535K |
| Redwood Financial Network Corp | 0.40% | Reduce -9.4% | 14,437 | $526K |
| Silver Oak Securities, Incorporated | 0.05% | Add +1.0% | 14,269 | $524K |
| Coordinated Financial Services, Inc. | 0.41% | — | 14,392 | $524K |
| Yoder Wealth Management, Inc. | 0.29% | No change | 14,300 | $521K |
| Tme Financial, Inc. | 0.45% | Reduce -90.5% | 14,195 | $517K |
| Evoke Wealth, LLC | 0.01% | No change | 14,145 | $515K |
| Gateway Wealth Partners, LLC | 0.12% | Reduce -9.0% | 14,125 | $514K |
| TLWM | 0.10% | Reduce -0.1% | 14,071 | $512K |
| Harbor Investment Advisory, LLC | 0.05% | No change | 13,919 | $507K |
| Austin Wealth Management, LLC | 0.10% | Reduce -1.1% | 13,522 | $506K |
| Family Legacy, Inc. | 0.17% | Reduce -87.9% | 13,883 | $505K |
| Lantz Financial LLC | 0.14% | Add +1.1% | 13,846 | $504K |
| Hurley Capital, LLC | 0.38% | Add +19.5% | 13,747 | $501K |
| Advance Capital Management, Inc. | 0.02% | No change | 13,745 | $500K |
| Level Wealth Management LLC | 0.33% | Reduce -0.3% | 13,701 | $499K |
| Anchor Investment Management, LLC | 0.05% | No change | 13,667 | $498K |
| CIBC Private Wealth Group LLC | 0.00% | Add +130.3% | 15,083 | $493K |
| Rf&l Wealth Management, LLC | 0.34% | Reduce -1.5% | 13,220 | $481K |
| Canvas Wealth Advisors, LLC | 0.12% | Add +3.2% | 12,939 | $477K |
| Astoria Strategic Wealth, Inc. | 0.14% | Add +4.6% | 13,002 | $473K |
| XTX Topco Ltd | 0.02% | New | 13,002 | $473K |
| Shepherd Financial Partners LLC | 0.06% | No change | 12,998 | $473K |
| Cardiff Park Advisors, LLC | 0.05% | No change | 12,915 | $470K |
| Resurgent Financial Advisors LLC | 0.28% | Add +0.5% | 12,872 | $469K |
| Colonial River Investments, LLC | 0.26% | Reduce -66.9% | 12,823 | $467K |
| Glassman Wealth Services | 0.08% | Reduce -6.2% | 12,670 | $461K |
| REAP Financial Group, LLC | 0.11% | Reduce -5.1% | 12,649 | $461K |
| Pacifica Partners Inc. | 0.20% | Add +9.6% | 12,380 | $444K |
| Sequent Asset Management, LLC | 0.25% | No change | 12,129 | $442K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -3.2% | 12,115 | $441K |
| Redwood Investment Management, LLC | 0.05% | Reduce -27.3% | 12,116 | $441K |
| United Asset Strategies, Inc. | 0.04% | Reduce -18.1% | 12,098 | $441K |
| Gryphon Financial Partners LLC | 0.07% | Reduce -3.8% | 12,078 | $440K |
| MJT & Associates Financial Advisory Group, Inc. | 0.42% | — | 11,966 | $436K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -17.7% | 11,960 | $435K |
| Kavar Capital Partners Group, LLC | 0.07% | Add +0.2% | 11,916 | $434K |
| Ridgeline Wealth Planning, LLC | 0.42% | Reduce -6.3% | 11,862 | $432K |
| Chicago Partners Investment Group LLC | 0.01% | Add +31.2% | 11,199 | $429K |
| Old Second National Bank of Aurora | 0.10% | Add +4.2% | 11,744 | $428K |
| Retirement Planning Group, LLC | 0.02% | Add +11.8% | 11,671 | $425K |
| Investments & Financial Planning, LLC | 0.27% | Add +10.0% | 11,601 | $422K |
| Warren Street Wealth Advisors, LLC | 0.16% | Add +1.6% | 11,461 | $417K |
| Intrepid Financial Planning Group LLC | 0.19% | Reduce -4.4% | 11,450 | $417K |
| Fortem Financial Group, LLC | 0.16% | No change | 11,439 | $416K |
| Empower Advisory Group, LLC | 0.00% | Add +87.0% | 11,433 | $416K |
| Quest 10 Wealth Builders, Inc. | 0.44% | Reduce -18.0% | 11,235 | $409K |
| Integrated Investment Consultants, LLC | 0.08% | No change | 11,205 | $408K |
| Howard Capital Management Group, LLC | 0.03% | No change | 11,200 | $408K |
| Balefire, LLC | 0.14% | Add +149.1% | 11,199 | $408K |
| Brighton Jones LLC | 0.01% | Reduce -0.7% | 11,015 | $401K |
| Quantinno Capital Management LP | 0.00% | Reduce -72.6% | 10,962 | $399K |
| Lincoln Capital Corp. | 0.17% | Add +8.2% | 10,887 | $396K |
| Peirce Capital Management, LLC | 0.20% | Reduce -0.8% | 10,880 | $396K |
| IVC Wealth Advisors LLC | 0.21% | Reduce -4.6% | 10,825 | $394K |
| Vantage Point Financial LLC | 0.20% | Add +30.3% | 10,823 | $394K |
| MSH Capital Advisors LLC | 0.12% | Reduce -5.6% | 10,808 | $394K |
| Smith, Moore & Co. | 0.04% | Add +0.8% | 10,785 | $393K |
| Synovus Financial Corp. | 0.01% | New | 10,752 | $391K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -2.0% | 10,593 | $386K |
| Leo Wealth, LLC | 0.06% | No change | 10,538 | $384K |
| Wealthfront Advisers LLC | 0.00% | Add +0.3% | 10,538 | $384K |
| True Vision MN LLC | 0.23% | New | 10,414 | $379K |
| Evanson Asset Management, LLC | 0.03% | No change | 10,235 | $373K |
| Wealthcare Capital Management LLC | 0.04% | Add +31.3% | 10,205 | $372K |
| Annex Advisory Services, LLC | 0.01% | Reduce -65.8% | 10,144 | $369K |
| Richardson Capital Management LLC | 0.23% | No change | 10,006 | $364K |
| Asset Dedication, LLC | 0.03% | Add +380.7% | 9,951 | $362K |
| Burney Co./ | 0.01% | No change | 9,947 | $362K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 9,889 | $360K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | Reduce -2.4% | 9,795 | $357K |
| Keel Point, LLC | 0.03% | Reduce -0.3% | 9,779 | $356K |
| Valeo Financial Advisors, LLC | 0.01% | Add +22.3% | 9,719 | $354K |
| Prasad Wealth Partners, LLC | 0.12% | No change | 9,686 | $353K |
| Acorn Wealth Advisors, LLC | 0.15% | Reduce -2.9% | 9,632 | $351K |
| Banco Santander, S.A. | 0.00% | No change | 9,562 | $348K |
| Sensible Money, LLC | 0.15% | No change | 9,537 | $347K |
| Orleans Capital Management Corp. | 0.20% | Add +1.8% | 9,520 | $347K |
| Accel Wealth Management | 0.13% | Reduce -1.6% | 9,500 | $346K |
| Vantage Investment Partners, LLC | 0.03% | No change | 9,460 | $344K |
| MBL Wealth, LLC | 0.03% | Add +1.1% | 9,450 | $344K |
| Alta Wealth Advisors LLC | 0.16% | Reduce -1.1% | 9,427 | $343K |
| McAdam, LLC | 0.02% | Add +19.0% | 9,383 | $342K |
| Premier Path Wealth Partners, LLC | 0.05% | Reduce -9.3% | 9,364 | $341K |
| MB Generational Wealth, LLC | 0.25% | No change | 9,313 | $339K |
| Prosperity Financial Group, Inc. | 0.17% | New | 9,288 | $338K |
| 4WEALTH Advisors, Inc. | 0.37% | Reduce -21.7% | 9,280 | $338K |
| Meritage Portfolio Management | 0.02% | Reduce -4.9% | 9,247 | $337K |
| Bell Bank | 0.02% | New | 9,235 | $336K |
| Cutler Investment Counsel LLC | 0.04% | New | 9,205 | $335K |
| Hirtle & Co., LLC | 0.02% | New | 9,191 | $335K |
| Advisors Capital Management, LLC | 0.01% | Add +1.7% | 9,069 | $330K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -1.6% | 8,970 | $327K |
| Byrne Financial Freedom, LLC | 0.19% | Reduce -89.0% | 8,963 | $326K |
| Veery Capital, LLC | 0.13% | No change | 8,962 | $326K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -6.5% | 9,289 | $326K |
| Clarity Capital Advisors, LLC | 0.21% | No change | 8,868 | $323K |
| Cape Investment Advisory, Inc. | 0.13% | Add +0.1% | 8,857 | $322K |
| Copley Financial Group, Inc. | 0.25% | Reduce -39.9% | 8,831 | $322K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 8,791 | $320K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 8,750 | $319K |
| OMNI 360 Wealth, Inc. | 0.21% | Add +0.5% | 8,669 | $316K |
| Madden Advisory Services, Inc. | 0.15% | Reduce -3.1% | 8,661 | $315K |
| American Institute for Advanced Investment Management, LLP | 0.24% | Add +5.8% | 8,597 | $313K |
| Argent Trust Co | 0.01% | Reduce -1.6% | 8,593 | $313K |
| Anson Capital, Inc. | 0.27% | Reduce -13.6% | 8,500 | $310K |
| Portland Financial Advisors Inc | 0.79% | Add +12.5% | 8,480 | $309K |
| Naples Global Advisors, LLC | 0.03% | Reduce -4.5% | 8,455 | $308K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +0.9% | 8,433 | $307K |
| CX Institutional | 0.01% | Reduce -33.4% | 8,357 | $304K |
| Castleview Partners, LLC | 0.21% | Reduce -1.4% | 8,343 | $304K |
| Formidable Asset Management, LLC | 0.05% | Reduce -1.4% | 8,335 | $303K |
| Wealthspire Advisors, LLC | 0.00% | Add +10.4% | 8,320 | $303K |
| Sovran Advisors, LLC | 0.04% | Reduce -0.7% | 8,321 | $302K |
| Financial Strategies Group, Inc. | 0.07% | Reduce -14.6% | 8,327 | $300K |
| Latitude Advisors, LLC | 0.17% | Reduce -11.6% | 8,230 | $300K |
| Ellevest, Inc. | 0.02% | Add +16.6% | 8,177 | $298K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Reduce -18.5% | 8,171 | $298K |
| Wealth Quarterback LLC | 0.16% | Reduce -6.2% | 8,044 | $293K |
| M1 Capital Management LLC | 0.18% | Add +5.5% | 8,030 | $292K |
| Liberty Capital Management, Inc. | 0.06% | No change | 8,012 | $292K |
| OLIO Financial Planning | 0.10% | Add +7.3% | 7,982 | $291K |
| SFG Wealth Management, LLC. | 0.14% | Reduce -11.3% | 7,940 | $289K |
| Northwest Capital Management Inc | 0.12% | Add +2.1% | 7,939 | $289K |
| WNY Asset Management, LLC | 0.03% | No change | 7,925 | $289K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.13% | No change | 7,922 | $288K |
| Allied Investment Advisors, LLC | 0.05% | New | 7,916 | $288K |
| One Wealth Capital Management, LLC | 0.15% | Reduce -77.4% | 7,829 | $285K |
| HM Payson & Co. | 0.01% | No change | 7,764 | $283K |
| Diversified Enterprises, LLC | 0.02% | New | 7,715 | $281K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 7,667 | $279K |
| United Advisor Group, LLC | 0.06% | New | 7,589 | $276K |
| Forza Wealth Management, LLC | 0.12% | No change | 7,545 | $275K |
| Flynn Zito Capital Management, LLC | 0.13% | Reduce -27.9% | 7,510 | $273K |
| Fortress Wealth Management, Inc. | 0.14% | No change | 7,490 | $273K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Reduce -8.0% | 7,479 | $272K |
| Keystone Financial Services | 0.10% | New | 7,423 | $270K |
| Keebeck Wealth Management | 0.04% | No change | 7,422 | $270K |
| Linscomb Wealth, Inc. | 0.01% | No change | 7,315 | $266K |
| Mission Financial Group, LLC | 0.25% | — | 5,828 | $266K |
| Claro Advisors Inc. | 0.04% | Reduce -0.3% | 7,271 | $265K |
| Ballast, Inc. | 0.07% | Add +2.5% | 7,264 | $264K |
| MA Private Wealth | 0.05% | No change | 7,240 | $264K |
| Wealth Architects, LLC | 0.03% | No change | 7,188 | $262K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1356.3% | 7,165 | $261K |
| REDW Wealth LLC | 0.10% | No change | 7,158 | $261K |
| Vermillion & White Wealth Management Group, LLC | 0.19% | Reduce -95.0% | 7,146 | $260K |
| Apollon Financial, LLC | 0.06% | New | 7,102 | $259K |
| Mission Wealth Management, LP | 0.01% | No change | 7,091 | $258K |
| Client 1ST Advisory Group, LLC | 0.10% | No change | 7,058 | $257K |
| FSA Wealth Management LLC | 0.11% | Reduce -0.0% | 7,019 | $256K |
| Gibson Capital, LLC | 0.05% | New | 7,002 | $255K |
| Moors & Cabot, Inc. | 0.01% | Reduce -5.7% | 7,000 | $255K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -15.6% | 6,999 | $255K |
| D.A. Davidson & Co. | 0.00% | Reduce -24.7% | 6,979 | $254K |
| Mather Group, Llc. | 0.00% | Reduce -16.3% | 6,967 | $254K |
| New Perspectives, Inc | 0.14% | Add +9.3% | 6,950 | $253K |
| HRT Financial LP | 0.00% | Reduce -85.4% | 6,957 | $253K |
| Bravias Capital Group, LLC | 0.21% | Add +1.3% | 6,949 | $253K |
| SlateStone Wealth, LLC | 0.03% | Reduce -27.6% | 6,934 | $252K |
| Retirement Investment Advisors, Inc. | 0.03% | No change | 6,905 | $251K |
| Smith Salley Wealth Management | 0.02% | No change | 6,880 | $251K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 6,872 | $250K |
| Catalyst Financial Partners LLC | 0.05% | Reduce -24.4% | 6,862 | $250K |
| Morton Brown Family Wealth, LLC | 0.08% | Reduce -7.5% | 6,850 | $249K |
| Yoffe Investment Management, LLC | 0.37% | No change | 6,841 | $249K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -44.0% | 6,569 | $249K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -1.1% | 6,833 | $249K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -14.3% | 6,769 | $246K |
| King Wealth Management Group | 0.04% | New | 6,732 | $245K |
| Lodestone Wealth Management LLC | 0.13% | No change | 6,709 | $244K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 6,638 | $242K |
| Empirical Asset Management, LLC | 0.08% | Reduce -94.3% | 6,599 | $240K |
| Uptick Partners, LLC | 0.08% | New | 6,548 | $238K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,540 | $238K |
| J2 Capital Management Inc | 0.22% | New | 6,533 | $238K |
| Transcend Capital Advisors, LLC | 0.02% | Add +0.9% | 6,496 | $237K |
| Spire Wealth Management | 0.01% | Reduce -94.3% | 6,482 | $236K |
| Focus Financial Network, Inc. | 0.01% | No change | 6,463 | $235K |
| KPP Advisory Services LLC | 0.04% | New | 6,411 | $233K |
| Binnacle Investments Inc | 0.17% | — | 6,404 | $233K |
| Quadrant Capital Group LLC | 0.01% | Add +23.9% | 6,396 | $233K |
| Peterson Wealth Management | 0.16% | No change | 6,375 | $232K |
| Rockwood Wealth Management, LLC | 0.02% | New | 6,335 | $231K |
| Cannell & Spears LLC | 0.01% | No change | 6,332 | $231K |
| Telos Capital Management, Inc. | 0.02% | Reduce -0.4% | 6,274 | $228K |
| Transce3nd, LLC | 0.10% | Add +4.1% | 6,263 | $228K |
| Meridian Financial Advisors, LLC | 0.16% | New | 6,250 | $228K |
| Hutchens & Kramer Investment Management Group, LLC | 0.12% | Reduce -10.3% | 6,190 | $225K |
| K2 Financial Inc. | 0.22% | Add +1.0% | 6,224 | $225K |
| Independence Bank of Kentucky | 0.03% | No change | 6,096 | $222K |
| Oppenheimer & Co. Inc. | 0.00% | New | 6,071 | $221K |
| Creative Financial Designs Inc. | 0.02% | Add +389.9% | 6,055 | $220K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -11.6% | 6,037 | $220K |
| Tranquility Partners, LLC | 0.08% | Reduce -6.9% | 6,036 | $220K |
| Davies Financial Advisors, Inc. | 0.19% | New | 6,020 | $219K |
| Aviance Capital Partners, LLC | 0.03% | New | 6,011 | $219K |
| Vanguard Group Inc. | 0.00% | New | 5,945 | $216K |
| Americana Partners, LLC | 0.01% | No change | 5,935 | $216K |
| Wolff Financial Management LLC | 0.06% | No change | 5,865 | $214K |
| Capital Management Corp. | 0.04% | New | 5,800 | $211K |
| Cambridge Advisors Inc. | 0.05% | New | 5,747 | $209K |
| Oarsman Capital, Inc. | 0.04% | No change | 5,630 | $205K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 5,603 | $204K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -12.8% | 5,592 | $204K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -18.9% | 5,592 | $204K |
| Aspen Wealth Management LLC | 0.06% | New | 5,550 | $202K |
| American Trust | 0.05% | Reduce -39.4% | 5,549 | $202K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 5,546 | $202K |
| Firethorn Wealth Partners, LLC | 0.10% | New | 5,514 | $201K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -23.0% | 5,514 | $201K |
| Signaturefd, LLC | 0.00% | Reduce -19.3% | 5,392 | $196K |
| McIlrath & Eck, LLC | 0.02% | New | 5,389 | $196K |
| SBI Securities Co., Ltd. | 0.01% | Add +5.7% | 5,341 | $194K |
| Legacy Wealth Managment, LLC | 0.14% | Add +4698.1% | 5,182 | $189K |
| Copia Wealth Management | 0.17% | Reduce -0.7% | 5,038 | $183K |
| Rialto Wealth Management, LLC | 0.06% | Reduce -13.8% | 4,869 | $177K |
| AlphaCore Capital LLC | 0.01% | New | 4,461 | $162K |
| Hills Bank & Trust Co | 0.01% | No change | 4,055 | $148K |
| Tidemark, LLC | 0.05% | Reduce -15.4% | 3,986 | $145K |
| Orion Capital Management LLC | 0.06% | Add +0.1% | 3,850 | $140K |
| Fairman Group, LLC | 0.13% | Reduce -55.0% | 1,842 | $140K |
| Raffa Wealth Management, LLC | 0.03% | Add +70.4% | 3,619 | $132K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 3,215 | $117K |
| Hoese & Co LLP | 0.10% | No change | 3,211 | $117K |
| Founders Financial Alliance, LLC | 0.03% | Add +1.1% | 3,191 | $116K |
| NorthRock Partners, LLC | 0.00% | No change | 3,186 | $116K |
| Westside Investment Management, Inc. | 0.02% | Add +4.4% | 2,990 | $109K |
| Morling Financial Advisors, LLC | 0.04% | Reduce -3.9% | 2,926 | $107K |
| Coston, McIsaac & Partners | 0.03% | No change | 2,813 | $102K |
| Graney & King, LLC | 0.08% | No change | 2,778 | $101K |
| Urban Financial Advisory Corp | 0.05% | New | 2,702 | $98K |
| Evermay Wealth Management LLC | 0.01% | No change | 2,663 | $97K |
| Abound Wealth Management | 0.03% | Add +0.6% | 2,512 | $91K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 2,378 | $87K |
| Front Row Advisors LLC | 0.03% | Add +57.6% | 2,367 | $86K |
| CarsonAllaria Wealth Management, Ltd. | 0.05% | Add +18.1% | 2,249 | $82K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.9% | 2,203 | $80K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 2,197 | $80K |
| PrairieView Partners, LLC | 0.01% | No change | 2,120 | $77K |
| WealthCollab, LLC | 0.05% | No change | 2,100 | $76K |
| Accent Capital Management, LLC | 0.04% | No change | 2,000 | $73K |
| American Capital Advisory, LLC | 0.04% | No change | 1,900 | $69K |
| Clear Investment Research, LLC | 0.09% | No change | 1,875 | $68K |
| Operose Advisors LLC | 0.02% | Reduce -3.6% | 1,809 | $66K |
| Bogart Wealth, LLC | 0.00% | No change | 1,803 | $66K |
| Ssa Swiss Advisors AG | 0.03% | — | 1,800 | $66K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1,769 | $64K |
| Rothschild Investment LLC | 0.00% | No change | 1,751 | $64K |
| VSM Wealth Advisory, LLC | 0.02% | New | 1,451 | $53K |
| Decker Retirement Planning Inc. | 0.03% | Add +5459.1% | 1,223 | $45K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,220 | $44K |
| Bare Financial Services, Inc | 0.02% | No change | 1,210 | $44K |
| Safe Harbor Fiduciary, LLC | 0.04% | Add +0.4% | 1,187 | $43K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +2.4% | 1,145 | $42K |
| BlackRock, Inc. | 0.00% | No change | 1,098 | $40K |
| Strengthening Families & Communities, LLC | 0.02% | No change | 1,085 | $40K |
| PFG Private Wealth Management, LLC | 0.02% | No change | 1,084 | $39K |
| Bellwether Advisors, LLC | 0.01% | No change | 1,064 | $39K |
| Frazier Financial Advisors, LLC | 0.03% | Reduce -0.1% | 1,059 | $39K |
| WPG Advisers, LLC | 0.04% | Reduce -19.9% | 1,052 | $38K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 1,045 | $38K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 913 | $33K |
| PSI Advisors, LLC | 0.01% | Add +12.6% | 893 | $33K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 859 | $31K |
| MilWealth Group LLC | 0.01% | No change | 851 | $31K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 839 | $31K |
| Trust Co | 0.00% | New | 817 | $30K |
| Bessemer Group Inc. | 0.00% | No change | 780 | $28K |
| Compass Financial Services Inc | 0.01% | New | 764 | $28K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 749 | $27K |
| Rogco, LP | 0.01% | No change | 746 | $27K |
| Future Financial Wealth Managment LLC | 0.02% | No change | 745 | $27K |
| Hager Investment Management Services, LLC | 0.02% | New | 741 | $27K |
| Woodside Wealth Management LLC | 0.02% | — | 711 | $26K |
| IMG Wealth Management, Inc. | 0.02% | Reduce -19.4% | 689 | $25K |
| Sandy Spring Bank | 0.00% | No change | 661 | $24K |
| FAS Wealth Partners, Inc. | 0.00% | Add +4.1% | 641 | $23K |
| ORG Partners LLC | 0.01% | No change | 637 | $23K |
| Missouri Trust & Investment Co | 0.01% | New | 632 | $23K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 628 | $23K |
| Kessler Investment Group, LLC | 0.01% | New | 625 | $23K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 618 | $23K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -76.4% | 606 | $22K |
| Covestor Ltd | 0.01% | Add +6.4% | 601 | $22K |
| ROSS\JOHNSON & Associates LLC | 0.36% | New | 580 | $21K |
| Valley National Advisers Inc. | 0.00% | New | 557 | $20K |
| Hanson & Doremus Investment Management | 0.00% | No change | 510 | $19K |
| Horizons Wealth Management | 0.01% | No change | 498 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 469 | $17K |
| Tsfg, LLC | 0.00% | No change | 470 | $17K |
| Garde Capital, Inc. | 0.00% | New | 465 | $17K |
| Crewe Advisors LLC | 0.00% | No change | 412 | $15K |
| Lindbrook Capital, LLC | 0.00% | No change | 412 | $15K |
| AllSquare Wealth Management LLC | 0.01% | No change | 410 | $15K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -24.4% | 410 | $15K |
| Davis Capital Management | 0.01% | No change | 404 | $15K |
| Tower View Wealth Management LLC | 0.01% | No change | 382 | $14K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 382 | $14K |
| Global Wealth Strategies & Associates | 0.00% | No change | 369 | $13K |
| Ameriflex Group, Inc. | 0.01% | New | 367 | $13K |
| Arlington Trust Co LLC | 0.00% | No change | 354 | $13K |
| Redwood Park Advisors LLC | 0.01% | No change | 339 | $12K |
| Caldwell Trust Co | 0.00% | New | 336 | $12K |
| CENTRAL TRUST Co | 0.00% | No change | 325 | $12K |
| UMB Bank, n.a. | 0.00% | No change | 297 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 259 | $9K |
| Rossby Financial, LCC | 0.00% | New | 240 | $9K |
| Hantz Financial Services, Inc. | 0.00% | Add +157.1% | 234 | $9K |
| Valued Wealth Advisors LLC | 0.01% | Reduce -66.7% | 247 | $9K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 243 | $9K |
| Blue Trust, Inc. | 0.00% | Reduce -47.0% | 195 | $7K |
| Oakworth Capital, Inc. | 0.00% | Reduce -91.5% | 192 | $7K |
| Anfield Capital Management, LLC | 0.00% | No change | 187 | $7K |
| Archer Investment Corp | 0.00% | No change | 177 | $6K |
| Main Street Group, LTD | 0.00% | No change | 157 | $6K |
| FWL Investment Management, LLC | 0.00% | No change | 151 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 130 | $5K |
| Kiker Wealth Management, LLC | 0.00% | New | 128 | $5K |
| Center for Financial Planning, Inc. | 0.00% | No change | 124 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 129 | $4K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +6.1% | 121 | $4K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 117 | $4K |
| Cornerstone Planning Group LLC | 0.00% | New | 105 | $4K |
| Winnacle Wealth LLC | 0.00% | No change | 101 | $4K |
| Fiduciary Advisors, Inc. | 0.00% | No change | 100 | $4K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 96 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 92 | $3K |
| HFM Investment Advisors, LLC | 0.00% | — | 92 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 83 | $3K |
| Brooklyn Investment Group | 0.00% | New | 79 | $3K |
| Keystone Financial Group, Inc. | 0.00% | No change | 73 | $3K |
| LRI Investments, LLC | 0.00% | New | 62 | $2K |
| Winch Advisory Services, LLC | 0.00% | No change | 61 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -1.9% | 52 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 44 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 40 | $1K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 37 | $1K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 34 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | — | 30 | $1K |
| Capital A Wealth Management, LLC | 0.00% | Add +175.0% | 22 | $801 |
| Hoey Investments, Inc. | 0.00% | No change | 21 | $765 |
| Colonial Trust Advisors | 0.00% | New | 13 | $473 |
| 10Elms LLP | 0.00% | No change | 12 | $437 |
| MPWM Advisory Solutions, LLC | 0.00% | New | 5 | $182 |
"% 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.