Ste STR SPDR PT DW Eu ETFSPDWETF

13F holders, Q2 2025 (June 30)
1,047holders +55
91new positions
41sold out
4famous investors
$40.48avg. 13F price*

At the end of Q2 2025, 1,047 institutions reported holding Ste STR SPDR PT DW Eu ETF (SPDW) in their 13F filings, up 55 from Q1 2025. 91 opened new positions and 41 sold out. The largest holders were Creative Planning ($4.0B), Financial Engines Advisors L.L.C. ($2.4B) and Allworth Financial LP ($1.3B). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Ste STR SPDR PT DW Eu ETF
Filed as
SPDR INDEX SHS FDS (Q2 2025)
CUSIP
78463X889
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 851Q1 2024Q2 2024: 879Q2 2024Q3 2024: 892Q3 2024Q4 2024: 973Q4 2024Q1 2025: 992Q1 2025Q2 2025: 1,047Q2 2025Q3 2025: 1,069Q3 2025Q4 2025: 1,164Q4 2025Q1 2026: 1,207Q1 2026Q2 2026: 1,234Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions91$370.2M
Exits41$70.9M

All 13F filers, Q1 2025 → Q2 2025: 61,027,321 shares bought and 37,643,320 shares sold, net +23,384,001 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,047 holders

Creative Planning 3.45% Add +15.0% 99,636,348 $4.0B
Financial Engines Advisors L.L.C. 4.83% Reduce -8.4% 59,746,614 $2.4B
Allworth Financial LP 6.21% Add +1.0% 31,953,401 $1.3B
LPL Financial LLC 0.41% Reduce -2.4% 30,006,248 $1.2B
Auto-Owners Insurance Co 15.87% Add +240.8% 17,576,000 $711.7M
Cwm, LLC 2.03% Add +9.4% 14,181,618 $574.2M
Tiaa Trust, National Association 1.43% Add +5.7% 13,580,167 $549.9M
Morgan Stanley 0.02% Reduce -8.5% 8,887,478 $359.9M
UBS Group AG 0.07% Add +15.2% 8,391,174 $339.8M
Betterment LLC 0.67% Add +24.8% 7,726,859 $312.9M
Envestnet Asset Management Inc. 0.08% Reduce -13.3% 6,647,594 $269.2M
Commonwealth Equity Services, LLC 0.33% Reduce -5.5% 6,077,404 $246.1M
Bank of America Corp. 0.02% Add +26.9% 5,612,518 $227.3M
Horizon Investments, LLC 3.22% Reduce -19.6% 5,024,596 $203.4M
Osaic Holdings, Inc. 0.36% Add +24.4% 4,985,322 $200.0M
State Street Corp. 0.01% Reduce -59.4% 4,668,698 $189.0M
Mariner, LLC 0.26% Reduce -1.7% 4,418,246 $178.9M
Stadion Money Management, LLC 13.75% Reduce -23.7% 4,136,950 $167.5M
Advisory Alpha, LLC 5.18% Reduce -2.4% 4,112,120 $166.5M
Stifel Financial Corp. 0.16% Add +686.5% 3,983,830 $161.3M
Strategies Wealth Advisors, LLC 14.77% Add +1.0% 3,339,020 $135.2M
Raymond James Financial Inc. 0.04% Add +12.1% 3,145,883 $127.4M
Bank of New York Mellon Corp 0.02% Reduce -8.9% 3,141,781 $127.2M
Benjamin Edwards Inc. 1.58% New 3,062,999 $124.0M
Pathstone Holdings, LLC 0.48% Reduce -1.0% 2,989,580 $120.9M
Clearstead Advisors, LLC 1.59% Add +4.1% 2,801,092 $113.4M
Ameriprise Financial Inc. 0.03% Reduce -19.9% 2,794,885 $113.1M
HighTower Advisors, LLC 0.13% Add +39.1% 2,630,385 $106.5M
Northwestern Mutual Wealth Management Co. 0.07% Reduce -16.2% 2,382,482 $96.5M
Sei Investments Co. 0.11% Reduce -6.0% 2,372,040 $96.0M
Equitable Holdings, Inc. 0.77% Reduce -1.6% 2,292,932 $92.8M
GeoWealth Management, LLC 3.59% Reduce -2.9% 2,271,295 $92.0M
McNamara Financial Services, Inc. 17.48% Reduce -1.0% 2,177,842 $88.2M
Gradient Investments LLC 1.56% Add +0.3% 2,112,631 $85.5M
Private Advisor Group, LLC 0.46% Reduce -6.3% 2,087,321 $84.5M
Savant Capital, LLC 0.59% Reduce -2.4% 2,035,386 $82.4M
Wealth Enhancement Advisory Services, LLC 0.14% Reduce -14.1% 2,025,569 $82.3M
Advocacy Wealth Management, LLC 5.02% Reduce -2.7% 2,021,931 $81.9M
JNBA Financial Advisors 7.77% Reduce -2.8% 1,995,889 $80.8M
Cetera Investment Advisers 0.13% Reduce -2.3% 1,875,425 $75.9M
MML Investors Services, LLC 0.22% Add +12.4% 1,848,872 $74.9M
Axxcess Wealth Management, LLC 1.79% Add +5.2% 1,839,004 $74.5M
Capital Asset Advisory Services LLC 3.43% Add +9.4% 1,813,687 $73.3M
Envestnet Portfolio Solutions, Inc. 0.26% Reduce -47.1% 1,737,287 $70.3M
Schneider Downs Wealth Management Advisors, LP 10.16% Add +6.5% 1,678,854 $68.0M
JPMorgan Chase & Co. 0.00% Add +9.4% 1,619,016 $65.6M
Royal Bank of Canada 0.01% Add +258.2% 1,610,586 $65.2M
Peterson Wealth Advisors, LLC 10.66% Add +1.9% 1,595,482 $64.6M
Wells Fargo & Company 0.01% Add +85.4% 1,580,442 $64.0M
Halbert Hargrove Global Advisors, LLC 3.33% New 1,565,077 $63.4M
Assetmark, Inc. 0.15% Reduce -44.6% 1,562,638 $63.3M
Park Avenue Securities LLC 0.58% Reduce -16.8% 1,558,485 $63.1M
AlphaStar Capital Management, LLC 4.43% Reduce -2.3% 1,554,455 $62.9M
SPC Financial, Inc. 5.13% Add +428.0% 1,511,472 $61.2M
Rockefeller Capital Management L.P. 0.12% Add +0.3% 1,395,890 $56.8M
Facet Wealth, Inc. 1.26% Reduce -3.2% 1,390,541 $55.5M
Truefg, LLC 16.48% Add +1.1% 1,369,787 $55.5M
Exchange Traded Concepts, LLC 0.70% New 1,348,914 $54.6M
Cambridge Investment Research Advisors, Inc. 0.17% Add +6.7% 1,340,880 $54.3M
Stratos Wealth Partners, LTD. 0.73% Add +29.8% 1,318,472 $53.4M
Confluence Investment Management LLC 0.73% New 1,276,782 $51.7M
Wealthcare Advisory Partners LLC 1.10% Add +9.4% 1,188,093 $48.1M
Clearwater Capital Advisors, LLC 4.10% Reduce -1.0% 1,109,294 $44.9M
Dakota Wealth Management 0.94% Add +37.3% 1,106,640 $44.8M
Goldstein Advisors, LLC 5.72% Add +17.5% 1,051,949 $42.6M
AlphaCore Capital LLC 1.58% Add +22913.1% 1,026,614 $41.6M
Integrated Wealth Concepts LLC 0.41% Add +15.8% 1,015,227 $41.1M
CGN Advisors LLC 3.65% Add +3.9% 1,008,209 $40.8M
Boston Standard Wealth Management, LLC 7.34% Add +6.9% 1,006,361 $40.7M
Global Strategic Investment Solutions, LLC 4.33% Reduce -1.6% 1,000,430 $40.5M
US Bancorp \de 0.05% Reduce -0.9% 970,305 $39.3M
Thrivent Financial for Lutherans 0.09% Add +289.5% 963,759 $39.0M
Bristlecone Advisors, LLC 3.24% Add +3.1% 953,060 $38.6M
KWB Wealth 4.66% Reduce -3.8% 1,053,989 $38.4M
Atlas Private Wealth Advisors 4.86% Reduce -6.3% 932,870 $37.8M
Brio Consultants, LLC 5.47% Add +2.7% 923,950 $37.4M
Reston Wealth Management LLC 12.87% Add +15.2% 907,233 $36.7M
Waller Financial Planning Group, Inc. 8.88% Reduce -1.2% 906,904 $36.7M
Lifeworks Advisors, LLC 5.45% Add +10.3% 901,955 $36.5M
Ballentine Partners, LLC 0.54% Add +1.6% 885,540 $35.9M
Global Retirement Partners, LLC 0.87% — 871,639 $35.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -32.1% 863,857 $35.0M
Goodman Financial Corp 6.70% Add +0.9% 822,837 $33.3M
Meeder Advisory Services, Inc. 1.72% Reduce -5.9% 821,016 $33.2M
MAI Capital Management 0.23% Reduce -5.2% 805,968 $32.6M
IFP Advisors, Inc 0.90% Add +17.2% 783,624 $31.7M
OneAscent Financial Services LLC 2.26% Add +1.4% 782,790 $31.7M
Garrett Wealth Advisory Group, LLC 6.60% Add +2.2% 770,930 $31.2M
ProVise Management Group, LLC 2.46% Add +0.3% 769,580 $31.2M
Diversify Wealth Management, LLC 1.90% Add +7.6% 738,789 $30.7M
Blueprint Investment Partners LLC 5.37% Add +7.6% 747,947 $30.3M
Rinkey Investments 8.99% Add +4.5% 738,744 $29.9M
Walkner Condon Financial Advisors LLC 5.47% Add +7.1% 733,191 $29.7M
Aptus Capital Advisors, LLC 0.29% Add +7.9% 732,670 $29.7M
Geneos Wealth Management Inc. 0.72% Add +14.4% 723,650 $29.3M
Strategic Financial Concepts, LLC 4.04% Add +499.0% 708,918 $28.7M
Compton Financial Group, LLC 7.41% Add +5.2% 703,776 $28.5M
Cerity Partners LLC 0.05% Add +13.8% 682,694 $28.4M
Signature Estate & Investment Advisors LLC 0.65% Reduce -32.5% 690,437 $28.0M
Truist Financial Corp. 0.04% Add +146.0% 686,303 $27.8M
Concord Asset Management, LLC 4.16% Add +3.7% 683,161 $27.7M
Concord Wealth Partners 4.03% Add +27.4% 683,161 $27.7M
ERn Financial, LLC 5.71% Reduce -5.9% 667,882 $27.0M
Higgins & Schmidt Wealth Strategies LLC 14.83% Reduce -6.0% 661,727 $26.8M
Flagstone Financial Management 7.64% Reduce -2.8% 658,015 $26.6M
Good Life Advisors, LLC 1.64% Add +7.7% 647,189 $26.2M
Summit Global Investments 1.52% Add +20.6% 635,596 $25.7M
Graypoint LLC 1.43% Add +19.2% 626,791 $25.4M
Auour Investments LLC 8.63% Reduce -3.6% 620,192 $25.1M
Knightsbridge Asset Management, LLC 5.52% Add +5.5% 608,406 $24.6M
SigFig Wealth Management, LLC 0.81% Add +6.2% 607,058 $24.5M
Pure Financial Advisors, LLC 0.43% Add +0.1% 598,244 $24.2M
Second Line Capital, LLC 5.46% Add +2.5% 580,049 $23.5M
Landmark Wealth Management, Inc. 9.82% Reduce -18.4% 566,317 $22.9M
Treasure Coast Financial Planning 13.16% Add +2.4% 557,857 $22.6M
Arax Advisory Partners 1.04% Add +51.5% 557,518 $22.6M
First Heartland Consultants, Inc. 1.98% Reduce -1.8% 549,128 $22.2M
Iron Horse Wealth Management, LLC 6.53% Add +1.5% 546,648 $22.1M
Proffitt & Goodson Inc. 3.36% Reduce -3.6% 545,176 $22.1M
Headland Capital, LLC 6.66% Add +5.7% 544,588 $22.1M
JT Stratford LLC 3.31% Add +13.0% 537,552 $21.8M
Brighton Securities Corp. 11.75% Reduce -15.9% 530,993 $21.5M
Goldman Sachs Group Inc. 0.00% Add +15.1% 518,729 $21.0M
Procyon Advisors, LLC 1.95% Add +15.3% 507,962 $20.6M
Ausdal Financial Partners, Inc. 1.36% Add +9.2% 501,753 $20.3M
Focus Partners Wealth 0.04% Add +10.7% 495,350 $20.1M
N.E.W. Advisory Services LLC 1.94% Reduce -35.4% 494,549 $20.0M
Corient Private Wealth LP 0.03% Reduce -2.3% 491,067 $19.9M
Austin Private Wealth, LLC 1.57% Reduce -2.6% 489,841 $19.8M
NewEdge Advisors, LLC 0.10% Reduce -29.1% 478,412 $19.4M
Fiduciary Alliance LLC 1.43% Add +1.4% 473,195 $19.2M
Atria Investments, Inc 0.23% Add +16.4% 470,480 $19.0M
Leicht Financial Planning & Wealth Management, Inc. 8.93% Reduce -6.0% 464,450 $18.8M
Valmark Advisers, Inc. 0.25% Add +2.4% 436,079 $17.7M
Tennessee Valley Asset Management Partners 4.41% Add +4.0% 429,080 $17.4M
Waverly Advisors, LLC 0.19% Add +0.9% 428,420 $17.3M
Wrapmanager Inc. 4.21% Add +9.2% 427,208 $17.3M
Hobbs Group Advisors, LLC 5.88% Add +42.4% 424,742 $17.2M
JDM Financial Group LLC 8.08% Add +4.4% 422,738 $17.1M
Snowden Capital Advisors LLC 0.50% Add +0.3% 417,799 $16.9M
St Germain D J Co. Inc. 0.71% Add +15.4% 409,156 $16.6M
Astoria Portfolio Advisors LLC. 4.61% Add +61.8% 397,532 $16.4M
RFG - Bristol Wealth Advisors, LLC 5.07% Add +36.3% 404,032 $16.4M
Mason & Associates, LLC 4.09% Add +0.9% 402,429 $16.3M
IHT Wealth Management, LLC 0.45% Add +1.3% 402,017 $16.3M
Gibbs Wealth Management 3.06% Add +24.9% 392,423 $15.9M
SCS Capital Management LLC 0.17% Add +0.8% 385,084 $15.6M
Moss Adams Wealth Advisors LLC 1.41% Add +1.2% 383,847 $15.5M
Fidelity D & D Bancorp Inc. 9.49% Add +1.1% 382,438 $15.5M
Strategic Financial Planning, Inc. 9.55% Add +0.7% 378,855 $15.3M
GM Advisory Group, LLC 0.76% Reduce -1.2% 377,711 $15.3M
Abound Financial, LLC 6.71% Add +1.3% 376,439 $15.2M
Values Added Financial LLC 7.31% Add +17.6% 372,603 $15.1M
RFG Advisory, LLC 0.35% Reduce -11.4% 369,949 $15.0M
Rodgers & Associates, LTD 1.62% Reduce -0.1% 363,227 $14.7M
IAG Wealth Partners, LLC 1.94% Reduce -4.5% 362,546 $14.7M
Simplicity Wealth,LLC 0.60% Add +206.0% 355,921 $14.4M
Blueprint Financial Advisors LLC 4.51% Add +34.8% 347,238 $14.1M
Invenio Wealth Partners LLC 5.58% Reduce -1.9% 346,687 $14.0M
Plante Moran Financial Advisors, LLC 0.99% Add +2.7% 346,673 $14.0M
Bank Hapoalim BM 1.99% No change 384,000 $14.0M
Sanctuary Advisors, LLC 0.09% Reduce -5.0% 344,942 $14.0M
Farther Finance Advisors, LLC 0.28% Add +21.2% 344,618 $14.0M
Comerica Bank 0.05% Add +36.6% 341,626 $13.8M
VestGen Advisors, LLC 0.55% Reduce -4.3% 339,672 $13.7M
Cary Street Partners Financial LLC 0.38% Add +10.6% 336,841 $13.6M
Gradient Capital Advisors, LLC 4.03% Reduce -3.1% 336,622 $13.6M
Diversify Advisory Services, LLC 0.52% Add +25.8% 324,699 $13.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.88% Add +10.8% 332,135 $13.4M
Certified Advisory Corp 1.40% Reduce -3.1% 331,523 $13.4M
Orion Porfolio Solutions, LLC 0.11% Add +3.1% 328,737 $13.3M
Strategic Financial Partners, Ltd. 6.12% Reduce -32.4% 325,401 $13.2M
Advyzon Investment Management, LLC 2.90% Reduce -3.3% 323,305 $13.1M
Debussy Capital Management LP 1.96% Reduce -1.4% 323,195 $13.1M
Aquire Wealth Advisors, LLC 3.44% Add +90.9% 315,800 $12.8M
Probity Advisors, Inc. 2.23% Add +1.7% 313,038 $12.7M
Portside Wealth Group, LLC 1.78% Add +4.4% 297,392 $12.0M
Scotia Capital Inc. 0.06% Add +11.8% 297,199 $12.0M
Vestmark Advisory Solutions, Inc. 0.17% New 292,666 $11.9M
DORVAL Corp 4.23% Add +2.9% 291,732 $11.8M
Merit Financial Group, LLC 0.13% Reduce -0.1% 290,351 $11.8M
Cascade Financial Partners, LLC 1.41% Add +3.3% 290,232 $11.8M
O'Connor Financial Group LLC 5.17% Reduce -0.9% 288,492 $11.7M
Partners in Financial Planning 2.14% Add +34.1% 286,814 $11.6M
Townsquare Capital LLC 1.13% Reduce -95.4% 285,417 $11.6M
Kestra Advisory Services, LLC 0.06% Add +2.4% 281,022 $11.4M
Boltwood Capital Management 3.20% Reduce -1.2% 278,425 $11.3M
Municipal Employees' Retirement System of Michigan 0.13% No change 276,169 $11.2M
Brookstone Capital Management 0.15% Reduce -1.1% 275,080 $11.1M
Focus Partners Advisor Solutions, LLC 0.15% Add +9.5% 273,069 $11.1M
Obsidian Personal Planning Solutions LLC 4.41% Add +2.7% 269,316 $10.9M
Horizon Financial Services, LLC 5.77% Reduce -2.6% 268,733 $10.9M
Citigroup Inc. 0.01% Add +111.8% 261,790 $10.6M
Modera Wealth Management, LLC 0.13% Add +52.7% 261,358 $10.6M
Seeds Investor LLC 2.47% Add +70.9% 259,468 $10.5M
Kagan Cocozza Asset Management 8.04% Reduce -3.4% 259,147 $10.5M
Marathon Strategic Advisors, LLC 9.62% Add +1.4% 255,803 $10.4M
Cornerstone Wealth Management, LLC 0.63% Add +7.3% 254,656 $10.3M
Leslie Global Wealth, LLC 5.50% Add +2.9% 254,186 $10.3M
Signet Financial Management, LLC 1.26% Reduce -4.7% 247,426 $10.0M
Great Lakes Advisors, LLC 0.08% Reduce -9.1% 247,342 $10.0M
Belpointe Asset Management LLC 0.42% Add +8.4% 247,260 $10.0M
Integrated Capital Management, Inc. 7.61% Reduce -1.4% 247,136 $10.0M
Rosenberg Matthew Hamilton 2.30% Add +5.1% 244,609 $9.9M
Great Valley Advisor Group, Inc. 0.21% Add +1.8% 236,857 $9.6M
Tortoise Investment Management, LLC 0.89% Reduce -0.9% 231,593 $9.4M
Brown Financial Advisory 4.99% Reduce -3.7% 223,341 $9.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.24% Add +1.2% 222,186 $9.0M
New England Capital Financial Advisors LLC 4.07% Add +3.3% 219,751 $8.9M
Independent Financial Group, LLC 0.24% Add +12.6% 219,070 $8.9M
Roble, Belko & Company, Inc 1.29% Add +2.4% 218,934 $8.9M
Truepoint, Inc. 0.22% Add +185.6% 216,314 $8.8M
Wrenne Financial Planning LLC 4.09% Add +14.8% 215,774 $8.7M
Legacy Solutions, LLC 8.32% Add +3.4% 214,437 $8.7M
Partnership Wealth Management, LLC 7.02% Add +21.5% 214,253 $8.7M
Montz Harcus Wealth Management LLC 4.18% Add +15.2% 213,902 $8.7M
Security Financial Services, INC. 1.48% Reduce -1.1% 207,592 $8.4M
Flagship Harbor Advisors, LLC 0.40% Reduce -34.2% 207,187 $8.4M
FMR LLC 0.00% Add +34.4% 206,320 $8.4M
Kingsview Wealth Management, LLC 0.14% Add +5.4% 204,463 $8.3M
Mutual Advisors, LLC 0.21% Add +2.3% 200,660 $8.3M
Moneco Advisors, LLC 0.77% Add +61.0% 203,228 $8.2M
Diligent Investors, LLC 1.93% Add +3.5% 201,072 $8.1M
Orin Green Financial, LLC 3.44% Reduce -0.7% 200,953 $8.1M
Empowered Funds, LLC 0.09% Add +7.1% 198,509 $8.0M
Sage Advisory Services, Ltd.Co. 4.35% New 197,253 $8.0M
Atlas Capital Advisors Inc. 0.97% Reduce -6.0% 196,858 $8.0M
Millington Financial Advisors, LLC 4.02% Reduce -3.9% 191,222 $8.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.13% Add +27.4% 195,176 $7.9M
Ironwood Wealth Management, LLC. 2.88% Reduce -24.6% 194,710 $7.9M
Harbour Investments, Inc. 0.20% Reduce -32.8% 194,361 $7.9M
Aire Advisors, LLC 1.51% Add +2.9% 191,911 $7.8M
BIP Wealth, LLC 0.48% Reduce -3.3% 191,564 $7.8M
Sanchez Wealth Management Group 1.87% Add +3.5% 191,061 $7.7M
Collaborative Wealth Managment Inc. 3.34% Add +14.5% 189,311 $7.7M
TPG Financial Advisors, LLC 3.04% Reduce -24.7% 187,368 $7.6M
Convergence Financial, LLC 1.30% Add +32.0% 187,076 $7.6M
Pecaut & Co. 2.50% Add +5.7% 185,739 $7.5M
Ignite Planners, LLC 1.30% Add +2.0% 185,855 $7.5M
Apella Capital, LLC 0.20% Add +311.2% 185,550 $7.4M
BayBridge Capital Group, LLC 4.73% Add +0.7% 182,089 $7.4M
Spartan Planning & Wealth Management 6.30% Add +10.7% 181,668 $7.4M
Seven Springs Wealth Group, LLC 1.84% Reduce -0.4% 180,370 $7.3M
WBH Advisory Inc. 0.61% Add +15.4% 177,602 $7.2M
Valtinson Bruner Financial Planning LLC 2.25% Reduce -41.9% 177,448 $7.2M
Rwa Wealth Partners, LLC 0.09% Add +15.0% 177,098 $7.2M
CW Advisors, LLC 0.07% Reduce -1.7% 177,017 $7.2M
Sensible Financial Planning & Management, LLC. 1.36% Reduce -7.7% 176,641 $7.2M
Venturi Wealth Management, LLC 0.35% Reduce -5.5% 176,566 $7.1M
Luken Investment Analytics, LLC 3.06% Add +13.8% 172,676 $7.0M
Arete Wealth Advisors, LLC 0.49% Add +2.6% 171,159 $6.9M
Lifestyle Asset Management, Inc. 3.23% Add +13.9% 170,991 $6.9M
Fort Point Capital Partners LLC 0.69% Add +8.3% 168,866 $6.8M
Optimist Retirement Group LLC 3.27% Reduce -3.1% 168,668 $6.8M
Lanark Financial, Inc. 0.56% Add +230.2% 168,515 $6.8M
Planwiser Financial, LLC 5.80% Add +50.1% 167,471 $6.8M
Foundations Investment Advisors, LLC 0.11% Add +17.5% 167,545 $6.8M
Vicus Capital 0.56% Add +34.6% 166,949 $6.8M
Continuum Advisory, LLC 0.81% Reduce -1.2% 166,160 $6.7M
XML Financial, LLC 0.58% Add +1.7% 164,462 $6.7M
Western Wealth Management, LLC 0.40% Add +8.1% 164,165 $6.6M
Aerodigm Wealth, LLC 3.17% Add +97.8% 163,131 $6.6M
Sentinel Pension Advisors, LLC 1.11% Reduce -0.6% 163,036 $6.6M
Avior Wealth Management, LLC 0.22% Add +2.5% 160,665 $6.5M
WealthTrak Capital Management LLC 5.40% Add +23.4% 159,764 $6.5M
Delta Wealth Advisors LLC 5.37% Add +3.1% 158,428 $6.4M
Arq Wealth Advisors, LLC 2.20% No change 176,038 $6.4M
Battery Global Advisors, LLC 3.05% Add +0.6% 152,557 $6.2M
Sheets Smith Wealth Management 0.72% Add +9.2% 152,346 $6.2M
Aspire Private Capital, LLC 1.42% Reduce -60.6% 151,107 $6.1M
AE Wealth Management LLC 0.04% Reduce -31.6% 150,419 $6.1M
Insight Advisors, LLC/ PA 0.98% Reduce -15.4% 149,435 $6.1M
Cresset Asset Management, LLC 0.03% Reduce -3.7% 148,795 $6.0M
Signal Advisors Wealth, LLC 0.47% Reduce -25.5% 148,590 $6.0M
Cornerstone Financial Group, LLC 5.08% Add +2.2% 147,664 $6.0M
NovaPoint Capital, LLC 1.83% Reduce -0.4% 147,304 $6.0M
Novem Group 0.74% Reduce -0.6% 144,833 $5.9M
Bay Capital Advisors, LLC 4.47% Add +30.6% 144,815 $5.9M
Independent Advisor Alliance 0.17% Add +28.5% 144,805 $5.9M
Financial Advisory Partners, LLC 1.82% Add +2.9% 143,105 $5.8M
United Capital Financial Advisors, LLC 0.05% Reduce -15.4% 140,821 $5.7M
Defined Financial Planning LLC 5.05% Add +8.0% 142,066 $5.7M
North Star Asset Management Inc. 0.24% Add +57.3% 139,959 $5.7M
YHB Investment Advisors, Inc. 0.44% Add +2.2% 139,581 $5.7M
Fourth Dimension Wealth, LLC 2.35% Add +10.8% 137,724 $5.6M
Schwallier Wealth Management LLC 3.32% Add +28.6% 134,097 $5.4M
Fairfield University 2.99% Reduce -80.9% 133,924 $5.4M
Hughes Financial Services, LLC 0.93% Reduce -8.6% 133,128 $5.4M
Stratos Wealth Advisors, LLC 0.29% Add +50.9% 133,646 $5.4M
Cornerstone Advisors Asset Management, LLC 1.03% Reduce -32.4% 132,119 $5.3M
Red Wave Investments LLC 1.75% Add +2.6% 131,420 $5.3M
Sharkey, Howes & Javer 0.71% Add +14.3% 131,162 $5.3M
Symphony Financial, Ltd. Co. 0.69% New 129,931 $5.3M
Wilkins Miller Wealth Management, LLC 3.59% Add +2.9% 130,206 $5.3M
Breed's Hill Capital LLC 2.50% No change 128,294 $5.2M
BCS Wealth Management 1.12% Reduce -3.1% 128,270 $5.2M
Vested Financial Planning, LLC 4.62% Reduce -1.8% 128,197 $5.2M
FSB Premier Wealth Management, Inc. 1.84% Reduce -1.2% 127,107 $5.1M
Valpey Financial Services, LLC 3.50% — 124,932 $5.1M
Towercrest Capital Management 0.90% Reduce -1.4% 124,905 $5.1M
Mercer Global Advisors Inc. 0.01% Add +0.1% 124,454 $5.0M
Bensler, LLC 0.56% Add +8.6% 123,617 $5.0M
Caliber Wealth Management, LLC / KS 0.53% Reduce -6.4% 122,335 $5.0M
Choreo, LLC 0.07% Add +12.1% 122,124 $4.9M
Occidental Asset Management, LLC 0.67% Add +2.2% 119,187 $4.8M
Idaho Trust Co 1.71% Reduce -5.1% 118,212 $4.8M
Brown Financial Advisors 1.86% Reduce -3.2% 117,828 $4.8M
LBMC Investment Advisors, LLC 0.34% Add +11.8% 117,593 $4.8M
Beacon Pointe Advisors, LLC 0.05% Add +0.4% 117,568 $4.8M
Perissos Private Wealth Management, LLC 3.75% New 117,221 $4.7M
Richmond Investment Services, LLC 0.99% Add +569.3% 115,996 $4.7M
ORBA Wealth Advisors, L.L.C. 4.26% Reduce -28.9% 115,468 $4.7M
Yukon Wealth Management, Inc. 1.66% Add +20.3% 114,832 $4.6M
Harbor Advisory Corp. 1.48% Reduce -0.4% 114,675 $4.6M
Heartwood Wealth Advisors LLC 0.48% No change 113,871 $4.6M
Vertex Planning Partners, LLC 0.95% Add +0.3% 112,970 $4.6M
Larson Financial Group LLC 0.18% Add +6.5% 110,830 $4.5M
Heritage Trust Co 0.51% No change 109,894 $4.4M
Tranquilli Financial Advisor LLC 2.74% Reduce -24.3% 109,305 $4.4M
Kingswood Wealth Advisors, LLC 0.35% Add +7.5% 109,067 $4.4M
PAX Financial Group, LLC 0.83% Reduce -18.2% 107,204 $4.3M
Salomon & Ludwin, LLC 0.43% Add +41.9% 105,692 $4.3M
Nwam LLC 0.25% Add +147.8% 106,532 $4.3M
Ervin Investment Management, LLC 2.68% Add +6.3% 105,616 $4.3M
DeDora Capital, Inc. 1.11% Add +42.0% 104,837 $4.2M
rebel Financial LLC 1.93% — 104,466 $4.2M
Smith Thornton Advisors LLC 2.43% Add +2.5% 104,261 $4.2M
Keener Financial Planning LLC 2.10% Add +16.0% 104,193 $4.2M
Fidelis Capital Partners, LLC 0.38% Add +23.2% 102,603 $4.2M
Summit Financial, LLC 0.09% Reduce -0.3% 101,618 $4.1M
Norway Savings Bank 2.10% Reduce -3.1% 100,937 $4.1M
FDx Advisors, Inc. 1.25% New 100,738 $4.1M
Aspetuck Financial Management LLC 3.07% Add +15.5% 100,736 $4.1M
Vista Cima Wealth Management LLC 3.80% Reduce -0.8% 100,358 $4.1M
Koshinski Asset Management, Inc. 0.31% Reduce -6.1% 100,142 $4.1M
CreativeOne Wealth, LLC 0.11% Reduce -39.7% 99,967 $4.0M
HBW Advisory Services LLC 0.49% Add +1.5% 98,072 $4.0M
Alliance Wealth Management Group 1.01% Reduce -2.7% 98,032 $4.0M
Modern Wealth Management, LLC 0.10% Add +0.1% 97,998 $4.0M
PFG Advisors 0.18% Add +433.2% 97,601 $4.0M
City National Bank of Florida 2.88% Add +1.9% 97,595 $4.0M
CSM Advisors, LLC 0.11% Reduce -80.0% 96,578 $3.9M
Towerpoint Wealth, LLC 1.73% Reduce -8.4% 96,345 $3.9M
Opes Wealth Management LLC 0.68% Reduce -29.4% 95,257 $3.9M
Integrity Wealth Solutions LLC 1.88% Add +1.0% 95,206 $3.9M
Smartleaf Asset Management LLC 0.34% Reduce -3.8% 95,099 $3.8M
Csenge Advisory Group 0.20% Reduce -3.3% 96,213 $3.8M
Colton Groome Financial Advisors, LLC 1.30% Reduce -1.3% 94,543 $3.8M
Financial Insights, Inc. 1.40% Reduce -2.1% 94,532 $3.8M
Capital Analysts, LLC 0.13% Add +10.8% 93,770 $3.8M
Jones Financial Companies LLLP 0.00% Add +33.0% 93,822 $3.8M
Oxinas Partners, LLC 1.94% Add +0.3% 93,420 $3.8M
Eclectic Associates Inc. 0.81% Reduce -3.7% 92,378 $3.7M
Blue Barn Wealth, LLC 1.75% Add +16.3% 91,629 $3.7M
Tyche Wealth Partners LLC 0.74% Add +5.6% 91,057 $3.7M
JRM Investment Counsel, LLC 1.20% Add +1.3% 90,851 $3.7M
Private Trust Co. NA 0.35% Add +7.3% 90,502 $3.7M
Captrust Financial Advisors 0.01% Reduce -2.7% 90,181 $3.7M
Gateway Wealth Partners, LLC 0.69% Add +531.9% 89,258 $3.6M
Steele Capital Management, Inc. 0.17% Add +39.0% 89,217 $3.6M
Venture Visionary Partners LLC 0.14% Reduce -0.0% 89,077 $3.6M
Total Clarity Wealth Management, Inc. 1.03% New 89,039 $3.6M
Range Financial Group LLC 1.39% Add +0.6% 87,582 $3.5M
Life Planning Partners, Inc 2.81% No change 87,061 $3.5M
YANKCOM Partnership 1.72% No change 86,755 $3.5M
Parallel Advisors, LLC 0.07% Reduce -7.8% 85,427 $3.5M
MIdWestOne Financial Group, Inc. 0.45% New 85,385 $3.5M
Northwest Wealth Management, LLC 0.62% Reduce -0.8% 84,298 $3.4M
Patriot Investment Management Group, Inc. 0.24% Add +0.2% 84,206 $3.4M
Global Endowment Management, LP 0.45% Reduce -4.4% 83,912 $3.4M
NBT Bank, N.A. 0.23% Reduce -1.9% 83,368 $3.4M
Trilogy Capital Inc. 0.16% Reduce -6.6% 83,252 $3.4M
Advisor OS, LLC 0.33% Add +445.5% 83,075 $3.4M
American Investment Services, Inc. 0.84% Reduce -6.9% 81,497 $3.3M
Lowe Brockenbrough & Co. Inc. 0.18% No change 81,222 $3.3M
Butensky & Cohen Financial Security, Inc. 0.98% Add +2.3% 81,163 $3.3M
Cooksen Wealth, LLC 2.63% Add +7.2% 80,985 $3.3M
OneDigital Investment Advisors LLC 0.04% Add +8.3% 80,830 $3.3M
SkyOak Wealth, LLC 0.65% Reduce -3.6% 79,708 $3.2M
International Private Wealth Advisors LLC 2.75% Reduce -24.1% 79,116 $3.2M
Wealth Advisors of Iowa, LLC 1.19% Add +9.7% 78,468 $3.2M
Quent Capital, LLC 0.30% Reduce -2.7% 77,877 $3.2M
Equita Financial Network, Inc. 1.25% Reduce -0.5% 77,385 $3.1M
UNIVEST FINANCIAL Corp 0.19% Reduce -0.5% 77,263 $3.1M
Pinnacle Family Advisors, LLC 1.51% Add +32.3% 76,578 $3.1M
Mattson Financial Services, LLC 0.83% Reduce -4.2% 76,195 $3.1M
Simon Quick Advisors, LLC 0.15% Reduce -2.0% 74,891 $3.0M
G&S Capital LLC 1.19% Add +20.9% 74,289 $3.0M
Visionary Wealth Advisors 0.15% New 73,966 $3.0M
Prime Capital Investment Advisors, LLC 0.04% Reduce -65.3% 73,602 $3.0M
Cabot Wealth Management Inc. 0.35% Add +1.4% 73,496 $3.0M
LexAurum Advisors, LLC 0.46% Reduce -0.7% 72,182 $2.9M
SOL Capital Management CO 0.28% Reduce -2.2% 71,545 $2.9M
Weitzel Financial Services, Inc. 1.22% Add +8.3% 69,944 $2.9M
21 West Wealth Management LLC 2.88% — 70,495 $2.9M
Atria Wealth Solutions, Inc. 0.06% Reduce -65.6% 69,849 $2.8M
Gladstone Institutional Advisory LLC 0.12% Add +2.7% 69,208 $2.8M
Columbia River Financial Group, LLC 1.81% Reduce -8.1% 69,213 $2.8M
TRUE Private Wealth Advisors 0.31% Add +15.0% 68,123 $2.8M
Richardson Financial Services Inc. 1.80% Reduce -44.3% 66,378 $2.7M
Lunt Capital Management, Inc. 1.02% Reduce -16.6% 65,900 $2.7M
JFS Wealth Advisors, LLC 0.17% Reduce -2.3% 65,811 $2.7M
Concurrent Investment Advisors, LLC 0.05% Reduce -3.9% 64,339 $2.6M
Vista Investment Management 0.96% Add +4.1% 64,205 $2.6M
Summit Trail Advisors, LLC 0.04% Add +8.3% 63,059 $2.6M
Landmark Wealth Management, LLC 1.08% Reduce -11.6% 62,488 $2.5M
Patriot Financial Group Insurance Agency, LLC 0.29% Add +4.9% 62,452 $2.5M
Norden Group LLC 0.27% Add +15.3% 62,387 $2.5M
&partners 0.02% Add +28.2% 62,218 $2.5M
Nicolet Advisory Services, LLC 0.21% Reduce -9.8% 63,213 $2.5M
Paladin Wealth, LLC 1.95% Add +1.0% 62,018 $2.5M
Baron Financial Group, LLC 1.47% Reduce -3.0% 61,738 $2.5M
ABLE Financial Group, LLC 0.60% Add +1.5% 61,331 $2.5M
FF Advisors,LLC 1.28% No change 61,087 $2.5M
Breakwater Investment Management 0.95% Add +4.2% 60,756 $2.5M
Financial Advocates Investment Management 0.20% Reduce -55.6% 60,074 $2.4M
Balefire, LLC 0.52% Add +430.0% 59,356 $2.4M
Blair William & Co. 0.01% Add +63.8% 58,773 $2.4M
Trinity Wealth Management, LLC 0.94% Add +3.0% 58,737 $2.4M
Watershed Private Wealth LLC 0.86% Reduce -5.2% 58,600 $2.4M
Ashton Thomas Private Wealth, LLC 0.08% Add +16.1% 58,575 $2.4M
Compound Planning, Inc. 0.09% Add +32.4% 58,476 $2.4M
McKinley Carter Wealth Services, Inc. 0.13% Reduce -1.2% 57,810 $2.3M
Novus Advisors, LLC 3.56% Reduce -48.2% 57,666 $2.3M
Kohmann Bosshard Financial Services, LLC 0.26% No change 57,568 $2.3M
Abc Arbitrage SA 0.26% New 57,191 $2.3M
One Capital Management, LLC 0.08% Reduce -0.5% 56,861 $2.3M
SYM FINANCIAL Corp 0.26% New 56,802 $2.3M
Alliance Wealth Advisors, LLC 0.55% Add +3.5% 56,714 $2.3M
Caitlin John, LLC 2.07% Add +106.9% 56,185 $2.3M
Opus Capital Group, LLC 0.27% Reduce -6.9% 56,063 $2.3M
AdvisorNet Financial, Inc 0.15% Reduce -11.1% 55,979 $2.3M
Brown Advisory Inc. 0.00% Add +25.6% 55,622 $2.3M
Paladin Advisory Group, LLC 1.72% Add +0.5% 55,598 $2.3M
Bison Wealth, LLC 0.18% Reduce -23.9% 55,337 $2.2M
PCG Wealth Advisors, LLC 1.15% Add +0.9% 55,305 $2.2M
Tilson Financial Group, Inc. 0.84% Reduce -0.5% 55,306 $2.2M
Montis Financial, LLC 0.62% Add +1.4% 54,723 $2.2M
Sowell Financial Services LLC 0.09% Add +10.4% 54,527 $2.2M
Rockbridge Investment Management, LCC 0.24% Reduce -0.8% 54,433 $2.2M
Global Financial Private Client, LLC 0.81% Reduce -28.6% 53,674 $2.2M
ACT Advisors, LLC. 1.00% Add +0.1% 53,579 $2.2M
Financial Connections Group, Inc. 0.89% Reduce -0.8% 53,354 $2.2M
Virtue Capital Management, LLC 0.40% Reduce -5.0% 53,036 $2.1M
NewEdge Wealth, LLC 0.03% Add +0.8% 52,252 $2.1M
Gainplan LLC 0.96% Reduce -36.4% 52,237 $2.1M
Coppell Advisory Solutions LLC 0.25% Add +688.3% 51,780 $2.1M
PNC Financial Services Group, Inc. 0.00% Add +1.6% 51,525 $2.1M
Perennial Investment Advisors, LLC 0.20% Add +6.8% 51,311 $2.1M
Raleigh Capital Management Inc. 0.86% Reduce -70.0% 50,769 $2.1M
Plan Group Financial, LLC 0.68% New 50,766 $2.1M
Wilmington Savings Fund Society, FSB 0.04% No change 50,643 $2.1M
Glen Eagle Advisors, LLC 0.31% Add +5.4% 50,559 $2.0M
Sherman Asset Management, Inc. 1.81% Add +0.7% 50,501 $2.0M
Plan A Wealth LLC 1.16% Reduce -46.8% 50,500 $2.0M
StoneX Group Inc. 0.10% Reduce -5.0% 50,148 $2.0M
Investment Partners, LTD. 0.77% New 49,969 $2.0M
Sage Mountain Advisors LLC 0.13% Reduce -0.2% 48,971 $2.0M
Legacy Private Trust Co. 0.13% Reduce -1.9% 48,102 $1.9M
Worth Financial Advisory Group, LLC 1.17% Add +1.0% 46,963 $1.9M
Comprehensive Money Management Services LLC 1.43% Reduce -1.4% 46,587 $1.9M
Advisory Services Network, LLC 0.03% Add +19.1% 47,220 $1.9M
IRON Financial LLC 0.99% Add +0.3% 46,417 $1.9M
Zhang Financial LLC 0.09% Reduce -14.3% 46,088 $1.9M
AQR Capital Management 0.00% Add +13.2% 45,166 $1.8M
First Manhattan Co. Llc. 0.01% Add +1.1% 45,059 $1.8M
Stablepoint Partners, LLC 0.31% Add +4.8% 44,779 $1.8M
Squarepoint Ops LLC 0.00% New 44,509 $1.8M
Wealthspire Retirement, LLC 0.12% Add +11.9% 44,466 $1.8M
Bluespring Wealth Management, LLC 0.17% Add +3.6% 43,839 $1.8M
Ascent Group, LLC 0.07% Reduce -48.4% 43,462 $1.8M
Cary Street Partners Investment Advisory LLC 0.85% Add +13.0% 43,331 $1.8M
GPS Wealth Strategies Group, LLC 0.20% Reduce -6.7% 43,325 $1.8M
Wedmont Private Capital 0.07% Reduce -1.4% 42,863 $1.7M
Level Four Advisory Services, LLC 0.06% Reduce -19.2% 43,074 $1.7M
EP Wealth Advisors, LLC 0.01% Reduce -2.3% 42,386 $1.7M
Capital Planning Advisors, LLC 0.25% Add +7.1% 42,254 $1.7M
Puff Wealth Management, LLC 2.78% Add +53.1% 42,139 $1.7M
Swmg, LLC 0.57% Add +22.7% 41,518 $1.7M
MCF Advisors LLC 0.11% Add +1.2% 41,501 $1.7M
Apollon Wealth Management, LLC 0.03% Add +2.7% 41,340 $1.7M
Pineridge Advisors LLC 0.60% Add +2.6% 40,999 $1.7M
Tempus Wealth Planning, LLC 0.41% Add +6.6% 40,355 $1.6M
Avantax Advisory Services, Inc. 0.01% Add +1.4% 40,299 $1.6M
L2 Asset Management, LLC 0.27% New 40,152 $1.6M
O'shaughnessy Asset Management, LLC 0.01% Add +36.3% 39,724 $1.6M
Clarkston Capital Partners, LLC 0.03% No change 39,500 $1.6M
Financial Network Wealth Advisors LLC 1.94% Add +0.3% 39,409 $1.6M
McNaughton Wealth Management, LLC 0.70% Add +0.6% 38,902 $1.6M
Hirtle & Co., LLC 0.07% Add +322.8% 38,862 $1.6M
Wealthcare Capital Partners, LLC 0.77% Reduce -3.4% 37,709 $1.5M
Courier Capital LLC 0.09% Reduce -0.7% 37,634 $1.5M
True North Advisors, LLC 0.29% Reduce -2.3% 37,528 $1.5M
Blue Capital, Inc. 1.07% — 37,310 $1.5M
Laurel Wealth Planning LLC 0.86% Reduce -3.7% 37,203 $1.5M
Rehmann Capital Advisory Group 0.09% Reduce -1.9% 37,122 $1.5M
Better Money Decisions, LLC 0.91% Add +2.0% 37,000 $1.5M
USAdvisors Wealth Management, LLC 0.56% Add +1.2% 36,969 $1.5M
Consolidated Portfolio Review Corp 0.20% Add +6.2% 36,297 $1.5M
Barnes Wealth Management Group, Inc 0.87% Reduce -2.5% 36,271 $1.5M
Moneta Group Investment Advisors LLC 0.02% Add +17.9% 35,925 $1.5M
Meridian Wealth Management, LLC 0.06% Add +1.4% 35,856 $1.5M
Eagle Strategies LLC 0.22% Add +5.4% 35,646 $1.4M
Stevens Capital Partners 0.52% Reduce -6.9% 35,325 $1.4M
Composition Wealth, LLC 0.02% Reduce -2.1% 35,425 $1.4M
Bill Few Associates, Inc. 0.41% Reduce -3.4% 35,390 $1.4M
TKG Advisors, LLC 0.64% Add +31.0% 35,362 $1.4M
Midwest Financial Network, LLC 1.41% Add +3.8% 35,125 $1.4M
Tudor Investment Corporation 0.01% New 34,467 $1.4M
Ballast Advisors LLC 0.41% Reduce -2.1% 34,409 $1.4M
First Horizon Advisors, Inc. 0.04% Add +0.1% 33,830 $1.4M
Sterling Wealth Management, Inc. 0.47% — 33,723 $1.4M
FreeGulliver LLC 0.63% Add +0.3% 33,560 $1.4M
Hibernia Wealth Partners, LLC 0.49% Add +103.3% 33,078 $1.3M
Dravo Bay LLC 0.64% Reduce -13.6% 32,598 $1.3M
Hutchinson Financial Advisors, INC 1.47% — 32,513 $1.3M
FWG Investments, LLC. 1.00% Reduce -13.4% 32,354 $1.3M
Legacy Edge Advisors, LLC 0.17% No change 32,190 $1.3M
Zacks Investment Management 0.01% Add +30.5% 31,869 $1.3M
Phillips Financial Management, LLC 0.09% No change 31,845 $1.3M
German American Bancorp, Inc. 0.12% No change 31,453 $1.3M
Greenleaf Trust 0.01% No change 31,446 $1.3M
Baltimore-Washington Financial Advisors, Inc. 0.06% Reduce -1.1% 31,389 $1.3M
Peirce Capital Management, LLC 0.56% Add +187.7% 31,302 $1.3M
Keystone Wealth Services, LLC 0.30% Add +1.0% 31,181 $1.3M
Realta Investment Advisors 0.49% Reduce -0.4% 30,409 $1.2M
MBM Wealth Consultants, LLC 0.33% Add +1.2% 30,400 $1.2M
M&T Bank Corp 0.00% Reduce -2.9% 30,144 $1.2M
Freedom Investment Management, Inc. 0.10% Reduce -3.0% 29,984 $1.2M
Enclave Advisors LLC 0.19% Add +11.6% 29,681 $1.2M
Janney Montgomery Scott LLC 0.00% Add +10.6% 29,184 $1.2M
Advisors Management Group Inc. 0.22% Add +2.3% 29,116 $1.2M
Old Mission Capital LLC 0.03% New 29,052 $1.2M
Mgo One Seven LLC 0.04% Add +6.0% 28,959 $1.2M
Scott Marsh Financial, LLC 0.43% — 28,884 $1.2M
Money Concepts Capital Corp. 0.08% Add +27.6% 28,722 $1.2M
Altrius Capital Management Inc 0.27% Add +0.5% 28,611 $1.2M
CoreCap Advisors, LLC 0.05% Reduce -0.3% 28,531 $1.2M
Bank of Hawaii 0.06% Add +34.9% 28,035 $1.1M
United Asset Strategies, Inc. 0.10% Add +131.5% 28,003 $1.1M
Flputnam Investment Management Co. 0.02% Add +8.2% 27,997 $1.1M
Detalus Advisors, LLC 0.33% Add +15.7% 27,874 $1.1M
TFB Advisors LLC 0.29% Add +0.2% 27,730 $1.1M
Fifth Third Bancorp 0.00% No change 27,679 $1.1M
Krilogy Financial LLC 0.06% Add +11.8% 27,624 $1.1M
Seaside Wealth Management, Inc. 0.35% Add +1.3% 27,559 $1.1M
Outlook Wealth Advisors, LLC 0.29% Reduce -52.5% 27,524 $1.1M
River Street Advisors LLC 0.47% Add +9.2% 27,222 $1.1M
Seneca Financial Advisors LLC 0.42% Add +1.7% 27,026 $1.1M
CORDA Investment Management, LLC. 0.08% New 27,024 $1.1M
Quantinno Capital Management LP 0.00% Add +146.1% 26,980 $1.1M
Howard Wealth Management, LLC 0.55% Add +0.8% 26,864 $1.1M
Narus Financial Partners, LLC 0.34% Add +3.9% 26,672 $1.1M
Bank of Montreal 0.00% Reduce -10.1% 26,653 $1.1M
MidAtlantic Capital Management, Inc. 0.76% Reduce -1.5% 26,600 $1.1M
SageView Advisory Group, LLC 0.04% Reduce -5.5% 26,469 $1.1M
Jackson Creek Investment Advisors LLC 0.29% Reduce -2.5% 26,484 $1.1M
Baird Financial Group, Inc. 0.00% Add +10.6% 26,262 $1.1M
Triad Wealth Partners, LLC 0.21% Add +6.9% 26,148 $1.1M
Lockerman Financial Group, Inc. 1.42% Reduce -54.8% 25,997 $1.1M
Kraft, Davis & Associates, LLC 0.29% Reduce -78.5% 25,765 $1.0M
Northern Trust Corp. 0.00% Reduce -0.2% 25,818 $1.0M
Keystone Financial Group 0.09% Add +4.4% 25,189 $1.0M
First Trust Advisors LP 0.00% Add +0.7% 25,133 $1.0M
Elios Financial Group Inc. 0.46% Add +6.0% 24,916 $1.0M
Tru Independence Asset Management 2, LLC 0.68% Add +30.4% 24,561 $994K
Silverlake Wealth Management LLC 0.29% New 24,414 $989K
Great Diamond Partners, LLC 0.21% Add +2.0% 24,351 $986K
Leverty Financial Group, LLC 0.29% Reduce -1.3% 24,313 $984K
MGB Wealth Management, LLC 0.32% Reduce -8.1% 24,289 $983K
Balentine LLC 0.04% Reduce -3.5% 24,253 $982K
Golden State Wealth Management, LLC 0.12% Reduce -20.1% 23,911 $968K
WealthCare Investment Partners, LLC 0.35% Add +0.5% 23,820 $968K
Dorsey & Whitney Trust CO LLC 0.05% No change 23,782 $963K
Ridgewood Investments LLC 0.42% Add +55.3% 23,776 $963K
IFG Advisors, LLC 0.16% Add +1.7% 23,761 $962K
Synovus Financial Corp. 0.01% Add +119.9% 23,639 $957K
Bokf, NA 0.02% No change 23,597 $955K
Wealth Advisors Northwest LLC 0.50% Reduce -4.9% 23,513 $952K
LWM Advisory Services, LLC 0.66% Reduce -1.8% 23,473 $950K
Penobscot Wealth Management 0.34% Add +13.1% 23,308 $944K
Exencial Wealth Advisors, LLC 0.03% Reduce -12.8% 23,163 $938K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -4.2% 22,935 $929K
Hancock Whitney Corp. 0.02% New 22,879 $926K
Newport Capital Group, LLC 0.62% Add +3.1% 22,686 $919K
WFA of San Diego, LLC 0.67% — 22,552 $913K
Intrua Financial, LLC 0.13% Reduce -33.2% 22,448 $909K
Clark Asset Management, LLC 0.12% No change 22,437 $908K
Howard Financial Services, LTD. 0.12% Reduce -27.2% 22,431 $908K
Fortis Group Advisors, LLC 0.16% Reduce -5.7% 22,661 $905K
Calton & Associates, Inc. 0.16% Add +36.7% 22,294 $903K
World Investment Advisors 0.02% Reduce -30.0% 22,282 $902K
Wallace Advisory Group, LLC 0.64% Reduce -0.5% 24,369 $887K
Key Financial Inc 0.18% Add +4.7% 21,692 $878K
Prevail Innovative Wealth Advisors, LLC 0.20% Add +24.5% 21,598 $875K
Strategic Blueprint, LLC 0.04% Reduce -2.3% 21,561 $873K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +0.1% 21,309 $863K
KMG Fiduciary Partners, LLC 0.06% New 21,089 $854K
Bell Bank 0.04% Add +127.7% 21,024 $851K
Voya Financial Advisors, Inc. 0.09% New 20,957 $846K
Sequoia Financial Advisors, LLC 0.01% Reduce -1.7% 20,862 $845K
Allen Capital Group, LLC 0.09% Reduce -2.4% 20,851 $844K
Destiny Capital Corp 0.51% Reduce -7.5% 20,843 $844K
U.S. Capital Wealth Advisors, LLC 0.02% Add +1.0% 20,833 $844K
Citadel Advisors 0.00% Reduce -55.8% 20,569 $833K
Fisher Asset Management 0.00% Reduce -17.3% 20,403 $826K
Colonial Trust Co / SC 0.12% Reduce -2.7% 20,195 $818K
Hilltop Holdings Inc. 0.05% Reduce -46.5% 20,068 $813K
Balanced Wealth Group LLC 0.35% Add +1.7% 20,082 $802K
RMR Wealth Builders 0.07% Add +34.5% 19,795 $801K
Vise Technologies, Inc. 0.03% — 19,703 $798K
Uptown Financial Advisors LLC 0.74% Reduce -0.4% 19,625 $795K
Maia Wealth LLC 0.15% Add +2.4% 19,611 $794K
Aletheian Wealth Advisors LLC 0.39% No change 19,604 $794K
M Holdings Securities, Inc. 0.14% Add +10.7% 19,460 $788K
Rock Point Advisors, LLC 0.22% Add +21.9% 19,404 $786K
Canal Capital Management, LLC 0.12% Add +1.4% 19,397 $785K
CogentBlue Wealth Advisors, LLC 0.60% Reduce -0.5% 19,396 $785K
Medallion Wealth Advisors, LLC 0.30% Add +17.3% 19,214 $777K
Upper Left Wealth Management, LLC 0.52% Reduce -10.3% 19,194 $777K
Secure Asset Management, LLC 0.14% New 19,128 $774K
Franklin Resources Inc. 0.00% No change 19,061 $772K
Acropolis Investment Management, LLC 0.04% Reduce -7.5% 18,997 $769K
WealthShield Partners, LLC 0.09% Add +0.2% 18,963 $768K
McClarren Financial Advisors, Inc. 0.50% Add +10.5% 18,883 $765K
Sigma Planning Corp 0.02% Reduce -47.5% 18,826 $762K
Savvy Advisors, Inc. 0.05% Add +11.4% 18,719 $758K
Professional Financial Advisors, LLC 0.17% Reduce -3.8% 18,618 $754K
Rooted Wealth Advisors, Inc. 0.26% Reduce -3.6% 18,628 $752K
Kathleen S. Wright Associates Inc. 0.29% Reduce -33.6% 18,523 $750K
Watts Gwilliam & Co., LLC 0.12% No change 17,502 $749K
Stephens Inc. 0.01% Add +7.8% 18,216 $738K
Port Capital LLC 0.03% No change 18,000 $729K
Keybank National Association 0.00% Reduce -2.9% 17,899 $725K
Bolthouse Investments, LLC 0.70% New 17,438 $706K
Strategic Wealth Partners, Ltd. 0.06% — 17,430 $706K
Iams Wealth Management, LLC 0.32% Reduce -56.5% 17,385 $704K
Brighton Jones LLC 0.02% Add +57.2% 17,313 $701K
Transce3nd, LLC 0.30% Add +173.4% 17,123 $699K
Steward Partners Investment Advisory, LLC 0.01% Add +4.6% 17,238 $698K
BSW Wealth Partners 0.10% Reduce -32.5% 17,150 $694K
Prospect Financial Group LLC 0.72% Reduce -0.1% 17,090 $692K
Berger Financial Group, Inc 0.04% Reduce -5.3% 17,016 $689K
Baker Tilly Wealth Management, LLC 0.24% Reduce -28.7% 16,716 $677K
Kestra Private Wealth Services, LLC 0.01% Reduce -11.8% 16,657 $674K
Client 1ST Advisory Group, LLC 0.24% Add +135.0% 16,586 $672K
Journey Strategic Wealth LLC 0.02% Reduce -15.4% 16,580 $671K
AIFG Consultants Ltd. 1.31% Reduce -34.0% 16,540 $670K
Stone Summit Wealth LLC 0.21% Reduce -8.4% 16,505 $668K
Vanguard Personalized Indexing Management, LLC 0.01% No change 16,217 $657K
October Effect Ltd 0.77% — 15,801 $640K
Canvas Wealth Advisors, LLC 0.12% Add +20.3% 15,565 $632K
Running Point Capital Advisors, LLC 0.17% No change 15,540 $629K
DHK Financial Advisors, Inc. 0.36% No change 15,500 $628K
Hurley Capital, LLC 0.44% Add +12.2% 15,426 $625K
Cedar Point Capital Partners, LLC 0.44% Reduce -7.3% 15,420 $624K
Coordinated Financial Services, Inc. 0.44% — 15,398 $623K
LVM Capital Management Ltd. 0.06% No change 15,100 $611K
Principal Securities, Inc. 0.01% Reduce -6.9% 15,077 $610K
Whittier Trust Co. 0.01% No change 14,917 $604K
BCK Partners, Inc. 0.35% Reduce -2.2% 14,913 $604K
Evergreen Capital Management LLC 0.02% Add +1.3% 14,906 $604K
Wealthcare Capital Management LLC 0.06% Add +44.7% 14,769 $598K
Texas Yale Capital Corp. 0.02% Reduce -1.3% 14,500 $587K
CIBC Private Wealth Group LLC 0.00% Reduce -5.0% 14,333 $580K
Acorn Wealth Advisors, LLC 0.22% Add +48.6% 14,312 $579K
Yoder Wealth Management, Inc. 0.30% No change 14,300 $579K
Silver Oak Securities, Incorporated 0.05% Reduce -0.5% 14,196 $575K
Evoke Wealth, LLC 0.01% No change 14,145 $573K
Altus Wealth Group LLC 0.25% Reduce -18.8% 14,117 $572K
Redwood Financial Network Corp 0.38% Reduce -2.9% 14,020 $568K
TLWM 0.11% Reduce -0.6% 13,986 $566K
Stock Yards Bank & Trust Co. 0.02% Reduce -45.6% 13,953 $565K
Harbor Investment Advisory, LLC 0.05% No change 13,919 $564K
Advance Capital Management, Inc. 0.03% No change 13,745 $557K
Level Wealth Management LLC 0.32% No change 13,701 $555K
Anchor Investment Management, LLC 0.05% No change 13,667 $553K
Acorn Financial Advisory Services Inc. 0.09% Reduce -7.8% 13,588 $550K
Foundation Wealth Management, LLC\PA 0.23% New 13,403 $543K
Family Legacy, Inc. 0.18% Reduce -3.6% 13,383 $542K
Lantz Financial LLC 0.13% Reduce -3.5% 13,361 $541K
Rf&l Wealth Management, LLC 0.34% Add +0.0% 13,225 $535K
Richard P Slaughter Associates Inc 0.11% Reduce -20.6% 13,175 $533K
Astoria Strategic Wealth, Inc. 0.14% Add +0.9% 13,121 $531K
Spectrum Planning & Advisory Services Inc. 0.34% Reduce -44.6% 13,086 $530K
Balboa Wealth Partners 0.11% Reduce -68.4% 13,069 $529K
Shepherd Financial Partners LLC 0.06% No change 12,998 $526K
Cardiff Park Advisors, LLC 0.05% Add +0.1% 12,933 $524K
Resurgent Financial Advisors LLC 0.29% Reduce -0.5% 12,812 $519K
Triumph Capital Management 0.16% Reduce -43.4% 12,811 $519K
Glassman Wealth Services 0.08% No change 12,670 $513K
American Institute for Advanced Investment Management, LLP 0.36% Add +45.6% 12,518 $507K
Private Wealth Group, LLC 0.27% New 12,373 $501K
Sequent Asset Management, LLC 0.39% No change 12,129 $491K
Avantax Planning Partners, Inc. 0.02% Reduce -0.0% 12,114 $490K
Gryphon Financial Partners LLC 0.06% Add +0.1% 12,087 $489K
Mittelman Wealth Management 0.41% New 12,066 $489K
Redwood Investment Management, LLC 0.05% Reduce -0.6% 12,042 $488K
MJT & Associates Financial Advisory Group, Inc. 0.60% Add +0.0% 11,967 $485K
REAP Financial Group, LLC 0.11% Reduce -5.6% 11,939 $483K
Kavar Capital Partners Group, LLC 0.07% No change 11,916 $482K
Old Second National Bank of Aurora 0.10% Add +0.5% 11,798 $478K
Ridgeline Wealth Planning, LLC 0.39% Reduce -1.3% 11,710 $474K
XTX Topco Ltd 0.02% Reduce -10.5% 11,632 $471K
Hershey Financial Advisers, LLC 0.42% — 11,629 $471K
Warren Street Wealth Advisors, LLC 0.16% Add +1.4% 11,623 $471K
Investments & Financial Planning, LLC 0.27% Reduce -0.3% 11,565 $468K
Intrepid Financial Planning Group LLC 0.20% Add +0.7% 11,528 $467K
Quest 10 Wealth Builders, Inc. 0.44% Add +0.3% 11,265 $456K
Onyx Bridge Wealth Group LLC 0.06% Add +33.3% 11,243 $455K
MSH Capital Advisors LLC 0.13% Add +4.0% 11,238 $455K
Howard Capital Management Group, LLC 0.03% Add +0.1% 11,209 $454K
Lincoln Capital Corp. 0.17% Add +2.4% 11,143 $451K
Integrated Investment Consultants, LLC 0.09% Reduce -1.5% 11,040 $447K
Pacifica Partners Inc. 0.18% Reduce -11.3% 10,980 $443K
Meritage Portfolio Management 0.03% Add +18.1% 10,920 $442K
Richard W. Paul & Associates, LLC 0.16% Reduce -46.1% 10,900 $441K
Main Street Financial Solutions, LLC 0.03% Add +95.3% 10,769 $436K
Retirement Planning Group, LLC 0.02% Reduce -7.8% 10,761 $436K
Smith, Moore & Co. 0.04% Reduce -0.8% 10,704 $433K
Chicago Partners Investment Group LLC 0.01% Reduce -7.5% 10,363 $431K
Leo Wealth, LLC 0.03% Add +0.9% 10,632 $431K
Burney Co./ 0.01% Add +5.4% 10,484 $424K
4WEALTH Advisors, Inc. 0.44% Add +11.7% 10,361 $419K
Advisor Resource Council 0.20% Reduce -94.4% 10,318 $418K
Evanson Asset Management, LLC 0.03% No change 10,235 $414K
WealthPlan Investment Management, LLC 0.03% Reduce -3.6% 10,206 $413K
Cannon Financial Strategists, Inc. 0.07% Reduce -42.9% 10,188 $413K
Mosaic Family Wealth Partners, LLC 0.05% New 10,169 $412K
Vantage Point Financial LLC 0.18% Reduce -6.6% 10,110 $409K
Asset Dedication, LLC 0.03% Add +1.6% 10,110 $409K
Colonial River Investments, LLC 0.18% Reduce -21.7% 10,040 $409K
Richardson Capital Management LLC 0.21% No change 10,006 $405K
Nicholas Hoffman & Company, LLC. 0.01% Add +1.0% 9,989 $404K
Claro Advisors Inc. 0.07% Add +37.4% 9,988 $404K
Bravias Capital Group, LLC 0.29% Add +42.7% 9,914 $401K
Advisors Capital Management, LLC 0.01% Add +9.2% 9,899 $401K
Annex Advisory Services, LLC 0.01% Reduce -2.6% 9,882 $400K
Prasad Wealth Partners, LLC 0.12% Add +1.7% 9,849 $399K
Perigon Wealth Management, LLC 0.01% Reduce -18.0% 9,805 $397K
MBL Wealth, LLC 0.04% Add +3.7% 9,800 $397K
Orleans Capital Management Corp. 0.21% Add +2.7% 9,780 $396K
Keel Point, LLC 0.03% No change 9,779 $396K
Sensible Money, LLC 0.15% Add +1.7% 9,696 $393K
Empower Advisory Group, LLC 0.00% Reduce -15.7% 9,634 $390K
KPP Advisory Services LLC 0.06% Add +49.7% 9,596 $389K
Banco Santander, S.A. 0.00% No change 9,562 $387K
Tme Financial, Inc. 0.31% Reduce -32.7% 9,555 $387K
Byrne Financial Freedom, LLC 0.19% Add +5.9% 9,489 $384K
Vantage Investment Partners, LLC 0.03% No change 9,460 $383K
IVC Wealth Advisors LLC 0.19% Reduce -12.9% 9,423 $382K
J.W. Cole Advisors, Inc. 0.01% Add +44.0% 9,415 $381K
Moisand Fitzgerald Tamayo, LLC 0.05% Reduce -3.9% 9,415 $381K
McAdam, LLC 0.02% Reduce -0.3% 9,352 $379K
Cutler Investment Counsel LLC 0.04% Add +0.1% 9,213 $373K
Cantor Fitzgerald Investment Advisors L.P. 0.03% Add +12.7% 9,207 $373K
Latitude Advisors, LLC 0.19% Add +11.2% 9,152 $371K
Valeo Financial Advisors, LLC 0.01% Add +52.4% 14,808 $368K
Clarity Capital Advisors, LLC 0.21% Add +1.7% 9,016 $365K
Nations Financial Group Inc, /Ia/ 0.03% No change 8,970 $363K
GWN Securities Inc. 0.07% Reduce -63.6% 8,920 $362K
Vermillion & White Wealth Management Group, LLC 0.23% Add +24.8% 8,921 $361K
Cypress Financial Planning LLC 0.12% Reduce -51.9% 8,911 $361K
FSA Advisors, Inc. 0.29% Reduce -40.5% 8,783 $356K
Wealthfront Advisers LLC 0.00% Reduce -16.7% 8,782 $356K
Naples Global Advisors, LLC 0.03% Add +3.5% 8,755 $354K
Veery Capital, LLC 0.12% Reduce -2.8% 8,709 $353K
Diversified Enterprises, LLC 0.03% Add +12.8% 8,704 $352K
Azimuth Capital Investment Management LLC 0.01% Reduce -1.0% 8,701 $352K
TBH Global Asset Management, LLC 0.08% Reduce -74.8% 8,692 $352K
EverSource Wealth Advisors, LLC 0.02% Add +21.3% 8,688 $352K
Madden Advisory Services, Inc. 0.15% No change 8,661 $351K
Ieq Capital, LLC 0.00% New 8,584 $348K
Vanguard Group Inc. 0.00% Add +44.1% 8,570 $347K
Accel Wealth Management 0.12% Reduce -9.9% 8,558 $347K
Alta Wealth Advisors LLC 0.16% Reduce -9.8% 8,499 $344K
Argent Trust Co 0.01% Reduce -1.4% 8,476 $343K
Creative Financial Designs Inc. 0.02% Add +38.4% 8,381 $339K
Portland Financial Advisors Inc 0.81% Reduce -1.2% 8,376 $339K
Synergy Investment Management, LLC 0.20% Reduce -48.9% 8,374 $339K
OMNI 360 Wealth, Inc. 0.21% Reduce -3.4% 8,373 $339K
Prosperity Financial Group, Inc. 0.14% Reduce -10.2% 8,341 $338K
Copley Financial Group, Inc. 0.25% Reduce -5.7% 8,324 $337K
Financial Strategies Group, Inc. 0.07% No change 8,327 $336K
United Advisor Group, LLC 0.06% Add +9.1% 8,276 $335K
Liberty Capital Management, Inc. 0.07% No change 8,012 $324K
Buck Wealth Strategies, LLC 0.05% New 7,971 $323K
Uptick Partners, LLC 0.09% Add +21.1% 7,931 $321K
SFG Wealth Management, LLC. 0.19% Reduce -0.7% 7,887 $319K
WNY Asset Management, LLC 0.03% Reduce -1.2% 7,827 $317K
Absolute Capital Management, LLC 0.16% Reduce -53.5% 7,795 $316K
Fiduciary Trust Co 0.00% New 7,780 $315K
HM Payson & Co. 0.01% No change 7,764 $314K
OLIO Financial Planning 0.10% Reduce -2.8% 7,758 $314K
M1 Capital Management LLC 0.16% Reduce -3.8% 7,724 $313K
Signaturefd, LLC 0.01% Add +42.7% 7,695 $312K
Cassaday & Co Wealth Management LLC 0.01% No change 7,667 $310K
T. Rowe Price Associates Inc. 0.00% Reduce -12.6% 7,650 $310K
Performance Wealth Partners, LLC 0.01% New 7,603 $308K
Forza Wealth Management, LLC 0.13% No change 7,545 $305K
Pinnacle Financial Partners Inc 0.01% New 7,521 $305K
Wealth Quarterback LLC 0.14% Reduce -6.7% 7,509 $304K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 7,500 $304K
Formidable Asset Management, LLC 0.05% No change 8,335 $303K
Fortress Wealth Management, Inc. 0.15% No change 7,490 $303K
Able Wealth Management LLC 0.15% New 7,467 $302K
Cape Investment Advisory, Inc. 0.11% Reduce -16.1% 7,430 $301K
Keebeck Wealth Management 0.04% No change 7,422 $301K
Stonehearth Capital Management, LLC 0.12% New 7,322 $296K
MA Private Wealth 0.05% No change 7,240 $293K
Austin Wealth Management, LLC 0.05% Reduce -45.8% 7,326 $292K
Yeomans Consulting Group, Inc. 0.12% New 7,221 $292K
Focus Financial Network, Inc. 0.01% Add +11.3% 7,196 $291K
Morton Brown Family Wealth, LLC 0.09% Add +4.6% 7,166 $290K
REDW Wealth LLC 0.12% No change 7,158 $290K
Willis Johnson & Associates, Inc. 0.02% Add +7.2% 7,115 $288K
Ellevest, Inc. 0.05% Reduce -14.2% 7,014 $284K
Gibson Capital, LLC 0.06% No change 7,002 $284K
Moors & Cabot, Inc. 0.01% No change 7,000 $283K
Apollon Financial, LLC 0.06% Reduce -1.8% 6,974 $282K
Linscomb Wealth, Inc. 0.01% Reduce -4.9% 6,957 $282K
New Perspectives, Inc 0.14% No change 6,950 $281K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +1.6% 6,942 $281K
SlateStone Wealth, LLC 0.03% Reduce -0.3% 6,914 $280K
Premier Path Wealth Partners, LLC 0.04% Reduce -26.2% 6,909 $280K
Retirement Investment Advisors, Inc. 0.03% No change 6,905 $280K
Ballast, Inc. 0.07% Reduce -5.3% 6,883 $279K
Smith Salley Wealth Management 0.02% No change 6,880 $279K
Checchi Capital Advisers, LLC 0.02% No change 6,872 $278K
Catalyst Financial Partners LLC 0.03% No change 6,862 $278K
FSA Wealth Management LLC 0.11% Reduce -2.3% 6,855 $278K
Yoffe Investment Management, LLC 0.38% No change 6,841 $277K
Mather Group, Llc. 0.00% Reduce -2.0% 6,829 $277K
Anson Capital, Inc. 0.22% Reduce -19.7% 6,827 $276K
Kelly Financial Services LLC 0.08% Reduce -58.4% 6,778 $274K
Baker Avenue Asset Management, LP 0.01% No change 6,769 $274K
Shaker Investments LLC 0.11% New 6,723 $272K
Lodestone Wealth Management LLC 0.13% No change 6,709 $272K
HMV Wealth Advisors, LLC 0.18% New 6,705 $271K
King Wealth Management Group 0.04% Reduce -1.1% 6,657 $270K
Sovran Advisors, LLC 0.03% Reduce -20.6% 6,608 $267K
Transcend Capital Advisors, LLC 0.02% Add +0.9% 6,558 $266K
Quadrant Capital Group LLC 0.01% Add +2.5% 6,558 $266K
D.A. Davidson & Co. 0.00% Reduce -6.4% 6,530 $264K
Clearstead Trust, LLC 0.05% New 6,442 $261K
K2 Financial Inc. 0.23% Add +4.6% 6,511 $260K
Binnacle Investments Inc 0.17% Add +0.2% 6,419 $260K
Peterson Wealth Management 0.15% No change 6,375 $258K
Ameritas Advisory Services, LLC 0.01% Reduce -31.5% 6,365 $258K
Cannell & Spears LLC 0.01% No change 6,332 $256K
Meridian Financial Advisors, LLC 0.17% Add +1.2% 6,324 $256K
Forefront Wealth Partners, LLC 0.18% Reduce -68.5% 6,861 $256K
Capital Advisory Group Advisory Services, LLC 0.09% New 6,275 $254K
Telos Capital Management, Inc. 0.03% No change 6,274 $254K
Strategic Investment Advisors / MI 0.02% Reduce -69.6% 6,259 $253K
Accurate Wealth Management, LLC 0.04% New 6,209 $253K
HUB Investment Partners, LLC 0.01% New 6,139 $249K
Oakwell Private Wealth Management, LLC 0.06% New 6,124 $248K
Independence Bank of Kentucky 0.04% No change 6,096 $247K
Wealth Architects, LLC 0.03% Reduce -15.2% 6,094 $247K
QRG Capital Management, Inc. 0.00% New 6,087 $246K
Davies Financial Advisors, Inc. 0.19% No change 6,020 $244K
Aviance Capital Partners, LLC 0.03% No change 6,011 $243K
Flynn Zito Capital Management, LLC 0.10% Reduce -20.2% 5,994 $243K
Brian Low Financial Group, LLC 0.23% — 5,967 $242K
Wolff Financial Management LLC 0.06% Add +1.7% 5,963 $241K
Tranquility Partners, LLC 0.09% Reduce -1.7% 5,936 $240K
Traction Financial Partners, LLC 0.16% New 5,774 $234K
Cambridge Advisors Inc. 0.05% No change 5,747 $233K
Keystone Financial Services 0.08% Reduce -22.8% 5,731 $232K
Noesis Capital Mangement Corp. 0.04% New 5,708 $231K
One Wealth Capital Management, LLC 0.11% Reduce -27.2% 5,700 $231K
Johnson Investment Counsel Inc. 0.00% Reduce -5.9% 5,683 $230K
GHP Investment Advisors, Inc. 0.01% Add +0.9% 5,655 $229K
Rockwood Wealth Management, LLC 0.02% Reduce -11.0% 5,636 $228K
Oarsman Capital, Inc. 0.04% No change 5,630 $228K
Lumbard & Kellner, LLC 0.10% Reduce -64.9% 5,629 $228K
Mayflower Financial Advisors, LLC 0.03% Add +1.4% 5,624 $228K
SBI Securities Co., Ltd. 0.01% Add +4.9% 5,605 $227K
Armbruster Capital Management, Inc. 0.04% New 5,595 $227K
American Trust 0.02% Add +0.8% 5,595 $227K
Maripau Wealth Management LLC 0.11% New 5,583 $226K
Firethorn Wealth Partners, LLC 0.10% Add +1.1% 5,577 $226K
CX Institutional 0.01% Reduce -33.6% 5,552 $225K
Capital Investment Advisory Services, LLC 0.02% Reduce -0.8% 5,550 $225K
Spectrum Asset Management, Inc. (NB/CA) 0.10% Reduce -30.1% 5,539 $224K
Wealthspire Advisors, LLC 0.00% Reduce -33.5% 5,536 $224K
Aspen Wealth Management LLC 0.06% Reduce -0.5% 5,521 $224K
AssuredPartners Investment Advisors, LLC 0.05% Reduce -27.2% 5,447 $221K
Hutchens & Kramer Investment Management Group, LLC 0.10% Reduce -12.3% 5,428 $220K
IFG Advisory, LLC 0.01% New 5,393 $218K
Pine Valley Investments Ltd Liability Co 0.01% New 5,330 $216K
Mustard Seed Financial, LLC 0.16% New 5,319 $215K
Capital Management Corp. 0.04% Reduce -8.6% 5,300 $215K
Nottingham Advisors, Inc. 0.03% Reduce -24.6% 5,278 $214K
JMG Financial Group, Ltd. 0.01% New 5,271 $213K
Horan Securities, Inc. 0.07% New 5,237 $212K
Per Stirling Capital Management, LLC. 0.03% New 5,210 $211K
Nicolet Bankshares Inc. 0.04% New 5,178 $210K
Impact Partnership Wealth, LLC 0.04% New 5,129 $208K
DMC Group, LLC 0.16% New 5,118 $207K
Legacy Investment Solutions, LLC 0.11% — 5,088 $206K
Legacy Wealth Managment, LLC 0.11% Reduce -1.8% 5,088 $206K
McIlrath & Eck, LLC 0.02% Reduce -5.6% 5,087 $206K
DGS Capital Management, LLC 0.04% New 5,084 $206K
Summit Investment Advisory Services, LLC 0.09% New 5,051 $205K
Smith Anglin Financial, LLC 0.02% New 5,007 $203K
Rainier Family Wealth Inc. 0.20% New 5,000 $202K
Empirical Asset Management, LLC 0.06% Reduce -24.5% 4,981 $202K
Financial Futures Ltd Liability Co. 0.11% New 4,947 $200K
Fingerlakes Wealth Management, Inc. 0.15% New 4,944 $200K
Rialto Wealth Management, LLC 0.06% Add +0.3% 4,881 $198K
Russell Investments Group, Ltd. 0.00% Add +5537.4% 4,679 $189K
Copia Wealth Management 0.15% Reduce -13.8% 4,340 $176K
Hills Bank & Trust Co 0.01% No change 4,055 $164K
Evolution Wealth Management Inc. 0.20% — 4,003 $162K
Winch Advisory Services, LLC 0.04% Add +6285.3% 3,895 $158K
CarsonAllaria Wealth Management, Ltd. 0.08% Add +71.7% 3,862 $156K
Orion Capital Management LLC 0.06% No change 3,850 $156K
Kilter Group LLC 0.08% New 3,743 $152K
Raffa Wealth Management, LLC 0.03% Add +1.4% 3,670 $149K
BlackRock, Inc. 0.00% Add +216.8% 3,478 $141K
Founders Financial Alliance, LLC 0.03% Add +1.8% 3,249 $132K
Arcadia Investment Advisors LLC 0.07% No change 3,215 $130K
Hoese & Co LLP 0.10% No change 3,211 $130K
Angeles Wealth Management, LLC 0.01% New 3,159 $128K
Westside Investment Management, Inc. 0.02% No change 2,990 $121K
Spire Wealth Management 0.00% Reduce -54.8% 2,927 $119K
Morling Financial Advisors, LLC 0.04% Reduce -0.5% 2,912 $118K
Graney & King, LLC 0.08% Add +1.4% 2,817 $114K
Coston, McIsaac & Partners 0.03% No change 2,813 $113K
Addison Advisors LLC 0.03% New 2,780 $113K
Urban Financial Advisory Corp 0.06% Add +1.7% 2,747 $111K
Evermay Wealth Management LLC 0.01% No change 2,663 $108K
Northwest Capital Management Inc 0.06% Reduce -66.6% 2,652 $107K
Front Row Advisors LLC 0.04% Add +11.8% 2,647 $107K
Abound Wealth Management 0.03% Add +2.6% 2,578 $104K
MeadowBrook Investment Advisors LLC 0.08% New 2,270 $92K
Harbor Asset Planning, Inc. 0.09% — 2,214 $90K
Financial Gravity Companies, Inc. 0.02% — 2,206 $89K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -0.9% 2,184 $88K
PrairieView Partners, LLC 0.01% Add +3.0% 2,184 $88K
Clear Investment Research, LLC 0.11% Add +15.1% 2,158 $87K
Webster Bank, N. A. 0.01% New 2,153 $87K
Briaud Financial Planning Inc 0.03% New 2,157 $87K
WealthCollab, LLC 0.05% No change 2,100 $85K
Accent Capital Management, LLC 0.04% No change 2,000 $81K
VSM Wealth Advisory, LLC 0.03% Add +35.9% 1,972 $80K
Bessemer Group Inc. 0.00% Add +146.0% 1,919 $78K
American Capital Advisory, LLC 0.04% No change 1,900 $77K
Y.D. More Investments Ltd 0.01% New 1,875 $76K
Fairman Group, LLC 0.06% Add +1.7% 1,873 $76K
Ssa Swiss Advisors AG 0.04% No change 1,800 $75K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -17.1% 1,822 $74K
Bogart Wealth, LLC 0.00% Add +0.4% 1,810 $73K
Operose Advisors LLC 0.02% No change 1,809 $73K
Valley Wealth Managers, Inc. 0.01% No change 1,769 $72K
Rothschild Investment LLC 0.00% No change 1,751 $71K
Tidemark, LLC 0.02% Reduce -60.3% 1,583 $64K
Marshall & Sterling Wealth Advisors Inc. 0.04% New 1,499 $61K
Sierra Ocean, LLC 0.04% New 1,400 $57K
Safe Harbor Fiduciary, LLC 0.05% Add +16.4% 1,382 $56K
Twin Peaks Wealth Advisors, LLC 0.02% New 1,236 $51K
Barnes Dennig Private Wealth Management LLC 0.06% New 1,221 $49K
Bare Financial Services, Inc 0.02% No change 1,210 $49K
Cherry Tree Wealth Management, LLC 0.01% No change 1,145 $46K
Strengthening Families & Communities, LLC 0.02% Add +1.7% 1,103 $45K
WPG Advisers, LLC 0.04% Add +4.7% 1,101 $45K
Clarity Asset Management, Inc. 0.03% New 1,093 $44K
Frazier Financial Advisors, LLC 0.03% Add +1.1% 1,071 $43K
Bellwether Advisors, LLC 0.01% No change 1,064 $43K
Riggs Asset Managment Co. Inc. 0.01% No change 1,045 $42K
Ancora Advisors LLC 0.00% New 888 $36K
Essential Partners LLC 0.01% — 874 $35K
Guardian Wealth Advisors, LLC / NC 0.00% Add +1.5% 872 $35K
MilWealth Group LLC 0.01% No change 851 $34K
Blue Trust, Inc. 0.00% Add +331.3% 841 $34K
Pension & Wealth Management Advisors, Inc. 0.01% No change 839 $34K
Trust Co 0.00% Reduce -0.1% 816 $33K
Covestor Ltd 0.02% Add +36.4% 820 $33K
Compass Financial Services Inc 0.01% Add +0.3% 766 $31K
Rogco, LP 0.01% No change 746 $30K
Future Financial Wealth Managment LLC 0.02% No change 745 $30K
Crewe Advisors LLC 0.00% Add +78.2% 734 $30K
Woodside Wealth Management LLC 0.02% No change 711 $29K
Qube Research & Technologies Ltd 0.00% Reduce -95.6% 700 $28K
IMG Wealth Management, Inc. 0.02% No change 689 $28K
ORG Partners LLC 0.01% Add +0.3% 639 $26K
Caldwell Sutter Capital, Inc. 0.01% No change 628 $25K
Kessler Investment Group, LLC 0.01% No change 625 $25K
Beaird Harris Wealth Management, LLC 0.00% New 624 $25K
FAS Wealth Partners, Inc. 0.00% Reduce -3.9% 616 $25K
Sound Income Strategies, LLC 0.00% Add +1427.5% 611 $25K
Oxford Financial Group, LTD. LLC 0.00% No change 606 $25K
Rakuten Securities, Inc. 0.01% New 600 $24K
Hanson & Doremus Investment Management 0.00% No change 510 $21K
Horizons Wealth Management 0.01% No change 498 $20K
Glenmede Investment Management, LP 0.00% — 483 $20K
Tower Research Capital LLC (TRC) 0.00% Reduce -35.9% 480 $19K
Tsfg, LLC 0.00% No change 470 $19K
Federation des caisses Desjardins du Quebec 0.00% No change 469 $19K
Garde Capital, Inc. 0.00% No change 465 $19K
Sunbelt Securities, Inc. 0.00% Add +32.2% 542 $18K
Valued Wealth Advisors LLC 0.01% Add +70.8% 422 $17K
AllSquare Wealth Management LLC 0.01% No change 410 $17K
Tower View Wealth Management LLC 0.01% Add +1.8% 389 $16K
Global Wealth Strategies & Associates 0.00% No change 369 $15K
Ameriflex Group, Inc. 0.01% No change 367 $15K
Arlington Trust Co LLC 0.00% No change 354 $14K
GW&K Investment Management, LLC 0.00% New 347 $14K
Redwood Park Advisors LLC 0.01% Add +1.8% 345 $14K
Caldwell Trust Co 0.00% No change 336 $14K
CENTRAL TRUST Co 0.00% No change 325 $13K
UMB Bank, n.a. 0.00% No change 297 $12K
Nova Wealth Management, Inc. 0.01% New 274 $11K
Pflug Koory, LLC 0.01% New 260 $11K
MassMutual Private Wealth & Trust, FSB 0.00% No change 259 $10K
Reyes Financial Architecture, Inc. 0.01% No change 243 $10K
Quaker Wealth Management, LLC 0.00% — 241 $10K
Rossby Financial, LCC 0.00% Reduce -10.4% 215 $9K
Oakworth Capital, Inc. 0.00% No change 192 $8K
Anfield Capital Management, LLC 0.00% No change 187 $8K
Archer Investment Corp 0.00% No change 177 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 175 $7K
Main Street Group, LTD 0.00% Add +1.3% 159 $6K
FWL Investment Management, LLC 0.00% No change 151 $6K
Vermillion Wealth Management, Inc. 0.00% Add +7.4% 130 $5K
Pinnacle Bancorp, Inc. 0.00% No change 130 $5K
Center for Financial Planning, Inc. 0.00% No change 124 $5K
Darwin Wealth Management, LLC 0.00% Reduce -9.3% 117 $5K
Maryland Capital Advisors Inc. 0.00% No change 117 $5K
Fiduciary Advisors, Inc. 0.00% No change 100 $4K
Atticus Wealth Management, LLC 0.00% New 99 $4K
Hantz Financial Services, Inc. 0.00% Reduce -61.1% 91 $4K
DHJJ Financial Advisors, Ltd. 0.00% Add +2.2% 94 $4K
Salem Investment Counselors Inc. 0.00% New 89 $4K
Keystone Financial Group, Inc. 0.00% Add +1.4% 74 $3K
MTM Investment Management, LLC 0.00% New 62 $3K
Tradewinds Capital Management, LLC 0.00% No change 44 $2K
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% No change 30 $1K
Decker Retirement Planning Inc. 0.00% Reduce -98.2% 22 $891
Hoey Investments, Inc. 0.00% No change 21 $851
10Elms LLP 0.00% No change 12 $486
MPWM Advisory Solutions, LLC 0.00% No change 5 $206
Total Investment Management Inc. 0.00% New 2 $65

"% 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.