Ste STR SPDR PT DW Eu ETFSPDWETF

13F holders, Q3 2025 (September 30)
1,069holders +22
79new positions
47sold out
3famous investors
$42.80avg. 13F price*

At the end of Q3 2025, 1,069 institutions reported holding Ste STR SPDR PT DW Eu ETF (SPDW) in their 13F filings, up 22 from Q2 2025. 79 opened new positions and 47 sold out. The largest holders were Creative Planning ($4.8B), Financial Engines Advisors L.L.C. ($2.5B) and LPL Financial LLC ($1.5B). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Ste STR SPDR PT DW Eu ETF
Filed as
SPDR INDEX SHS FDS (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions79$396.3M
Exits47$42.0M

All 13F filers, Q2 2025 → Q3 2025: 45,917,832 shares bought and 13,771,560 shares sold, net +32,146,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,069 holders

Creative Planning 3.69% Add +13.2% 112,764,556 $4.8B
Financial Engines Advisors L.L.C. 4.78% Reduce -2.1% 58,489,520 $2.5B
LPL Financial LLC 0.43% Add +13.5% 34,051,047 $1.5B
Allworth Financial LP 5.62% Reduce -7.0% 29,699,973 $1.3B
Auto-Owners Insurance Co 16.83% Reduce -13.3% 15,230,666 $651.7M
Cwm, LLC 1.88% Add +3.2% 14,633,828 $626.2M
Tiaa Trust, National Association 1.41% Add +0.4% 13,631,083 $583.3M
Morgan Stanley 0.03% Add +14.7% 10,190,799 $436.1M
UBS Group AG 0.07% Add +0.3% 8,414,089 $360.0M
Betterment LLC 0.63% Reduce -3.0% 7,498,060 $320.8M
Envestnet Asset Management Inc. 0.09% Add +10.9% 7,371,836 $315.4M
Vantagepoint Investment Advisers LLC 2.28% New 6,521,890 $279.1M
Bank of America Corp. 0.02% Add +6.6% 5,985,369 $256.1M
State Street Corp. 0.01% Add +26.3% 5,897,565 $252.4M
Commonwealth Equity Services, LLC 0.32% Reduce -5.8% 5,722,446 $244.9M
Osaic Holdings, Inc. 0.30% Add +1.6% 5,067,391 $212.5M
Horizon Investments, LLC 2.77% Reduce -2.1% 4,917,945 $210.4M
Stifel Financial Corp. 0.19% Add +20.2% 4,790,071 $205.0M
Stadion Money Management, LLC 16.28% Add +15.1% 4,762,893 $203.8M
Mariner, LLC 0.25% Add +0.7% 4,449,247 $190.4M
Advisory Alpha, LLC 5.21% Add +5.2% 4,325,645 $186.8M
Benjamin Edwards Inc. 1.79% Add +20.6% 3,694,128 $158.1M
HighTower Advisors, LLC 0.17% Add +36.8% 3,599,030 $154.0M
Raymond James Financial Inc. 0.05% Add +8.4% 3,409,845 $145.9M
Strategies Wealth Advisors, LLC 15.02% Add +1.1% 3,374,580 $144.4M
Bank of New York Mellon Corp 0.02% Add +1.1% 3,176,485 $135.9M
Pathstone Holdings, LLC 0.49% Reduce -0.1% 2,987,222 $127.8M
Clearstead Advisors, LLC 1.84% Add +5.3% 2,950,650 $126.3M
Ameriprise Financial Inc. 0.03% Add +3.6% 2,894,350 $123.9M
Northwestern Mutual Wealth Management Co. 0.07% Add +4.6% 2,492,972 $106.7M
Equitable Holdings, Inc. 0.74% Add +3.1% 2,364,463 $101.2M
Sei Investments Co. 0.11% Reduce -3.2% 2,295,455 $98.2M
McNamara Financial Services, Inc. 17.28% Reduce -0.2% 2,173,193 $93.0M
GeoWealth Management, LLC 3.35% Reduce -5.4% 2,147,677 $91.9M
Envestnet Portfolio Solutions, Inc. 0.34% Add +23.3% 2,141,699 $91.6M
Gradient Investments LLC 1.52% Add +0.8% 2,128,703 $91.1M
JNBA Financial Advisors 8.15% Add +5.0% 2,096,584 $89.7M
Private Advisor Group, LLC 0.44% Reduce 0.0% 2,087,223 $89.3M
Axxcess Wealth Management, LLC 1.83% Add +9.8% 2,018,916 $86.4M
Cetera Investment Advisers 0.10% Add +7.0% 2,006,221 $85.8M
Advocacy Wealth Management, LLC 3.71% Reduce -1.2% 1,997,901 $85.5M
Savant Capital, LLC 0.51% Reduce -4.0% 1,954,751 $83.6M
Capital Asset Advisory Services LLC 3.60% Add +7.5% 1,950,581 $83.5M
Assetmark, Inc. 0.17% Add +20.8% 1,887,861 $80.8M
Wealth Enhancement Advisory Services, LLC 0.12% Reduce -8.4% 1,855,964 $80.4M
Alliancebernstein L.P. 0.03% New 1,871,615 $80.1M
AlphaStar Capital Management, LLC 6.69% Add +16.8% 1,814,878 $77.7M
Royal Bank of Canada 0.01% Add +8.0% 1,738,660 $74.4M
Schneider Downs Wealth Management Advisors, LP 8.76% Add +2.8% 1,725,265 $73.8M
JPMorgan Chase & Co. 0.00% Add +5.2% 1,703,214 $72.9M
Exchange Traded Concepts, LLC 0.69% Add +25.4% 1,690,921 $72.4M
MML Investors Services, LLC 0.19% Reduce -8.9% 1,684,667 $72.1M
Peterson Wealth Advisors, LLC 10.46% Add +1.2% 1,615,275 $69.9M
SPC Financial, Inc. 5.42% Add +7.4% 1,622,671 $69.4M
Wells Fargo & Company 0.01% Add +2.5% 1,620,781 $69.4M
Halbert Hargrove Global Advisors, LLC 3.32% Add +1.2% 1,583,808 $67.8M
Park Avenue Securities LLC 0.52% Reduce -0.3% 1,554,582 $66.5M
Confluence Investment Management LLC 0.90% Add +15.5% 1,474,350 $63.1M
Rockefeller Capital Management L.P. 0.12% Add +1.7% 1,419,703 $60.7M
Facet Wealth, Inc. 1.24% Add +0.5% 1,396,832 $59.8M
Truefg, LLC 16.46% Add +1.7% 1,392,680 $59.6M
Cambridge Investment Research Advisors, Inc. 0.16% Add +3.3% 1,384,657 $59.2M
Vicus Capital 4.15% Add +659.9% 1,268,653 $54.3M
Wealthcare Advisory Partners LLC 1.13% Add +6.5% 1,265,635 $54.2M
Dakota Wealth Management 1.07% Add +11.6% 1,234,622 $52.8M
Stratos Wealth Partners, LTD. 0.60% Reduce -10.0% 1,186,453 $50.8M
Clearwater Capital Advisors, LLC 4.04% Reduce -0.1% 1,108,039 $47.4M
Integrated Wealth Concepts LLC 0.42% Add +7.0% 1,086,681 $46.5M
CGN Advisors LLC 3.75% Add +5.7% 1,065,837 $45.6M
Global Strategic Investment Solutions, LLC 4.49% Add +5.1% 1,051,234 $45.0M
Lifeworks Advisors, LLC 5.94% Add +14.8% 1,035,283 $44.3M
AlphaCore Capital LLC 1.44% Reduce -2.9% 996,965 $42.7M
Boston Standard Wealth Management, LLC 7.06% Reduce -2.6% 980,548 $42.0M
Bristlecone Advisors, LLC 3.49% Add +2.5% 976,872 $41.8M
US Bancorp \de 0.05% Reduce -0.4% 966,228 $41.3M
Brio Consultants, LLC 5.53% Add +1.6% 938,938 $40.2M
Global Retirement Partners, LLC 0.89% Add +7.0% 932,615 $39.9M
KWB Wealth 4.29% Reduce -9.1% 957,966 $38.8M
Reston Wealth Management LLC 12.50% Reduce -0.3% 904,576 $38.7M
Waller Financial Planning Group, Inc. 8.76% Reduce -1.6% 892,195 $38.2M
Ballentine Partners, LLC 0.53% Add +0.2% 886,966 $38.0M
Walkner Condon Financial Advisors LLC 5.79% Add +16.5% 854,365 $36.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -4.9% 821,705 $35.2M
MAI Capital Management 0.22% Add +0.9% 813,301 $34.8M
Diversify Wealth Management, LLC 2.00% Add +7.3% 793,063 $34.6M
IFP Advisors, Inc 0.90% Add +3.0% 806,797 $34.5M
Goodman Financial Corp 6.72% Reduce -2.0% 806,539 $34.5M
Meeder Advisory Services, Inc. 1.59% Reduce -2.4% 801,462 $34.3M
Blueprint Investment Partners LLC 4.78% Add +6.2% 794,469 $34.0M
Garrett Wealth Advisory Group, LLC 6.61% Add +2.8% 792,166 $33.9M
ProVise Management Group, LLC 2.47% Add +1.8% 783,409 $33.5M
Knightsbridge Asset Management, LLC 5.55% Add +25.2% 761,501 $32.6M
Summit Global Investments 1.85% Add +16.7% 741,627 $31.7M
Rinkey Investments 8.23% Reduce -1.9% 724,901 $31.0M
Geneos Wealth Management Inc. 0.79% Reduce -0.0% 723,416 $31.0M
Strategic Financial Concepts, LLC 4.50% Add +2.0% 723,132 $30.9M
Compton Financial Group, LLC 7.45% Add +2.7% 723,054 $30.9M
Signature Estate & Investment Advisors LLC 0.65% Add +2.3% 706,610 $30.2M
Concord Wealth Partners 4.13% Add +2.3% 698,573 $29.9M
Concord Asset Management, LLC 5.41% Add +1.9% 696,237 $29.8M
Truist Financial Corp. 0.04% Add +0.2% 687,855 $29.4M
OneAscent Financial Services LLC 1.94% Reduce -12.9% 681,551 $29.2M
ERn Financial, LLC 5.73% Add +1.5% 678,050 $29.0M
Landmark Wealth Management, Inc. 11.24% Add +18.8% 672,488 $28.8M
Flagstone Financial Management 7.49% Add +0.8% 663,535 $28.4M
Higgins & Schmidt Wealth Strategies LLC 14.30% Reduce -0.0% 661,477 $28.3M
Corient Private Wealth LP 0.04% Add +34.2% 659,046 $28.2M
Auour Investments LLC 9.17% Add +6.2% 658,464 $28.2M
Austin Private Wealth, LLC 2.13% Add +31.8% 645,704 $27.6M
Aptus Capital Advisors, LLC 0.25% Reduce -11.9% 645,427 $27.6M
SigFig Wealth Management, LLC 0.83% Add +3.7% 629,547 $26.8M
Apella Capital, LLC 0.58% Add +224.5% 602,063 $26.1M
RFG - Bristol Wealth Advisors, LLC 7.51% Add +50.4% 607,696 $26.0M
Pure Financial Advisors, LLC 0.40% Reduce -1.6% 588,547 $25.2M
Second Line Capital, LLC 5.17% Add +0.6% 583,398 $25.0M
JT Stratford LLC 3.32% Add +7.2% 576,281 $24.7M
Cerity Partners LLC 0.04% Reduce -15.7% 575,587 $24.6M
First Heartland Consultants, Inc. 1.98% Add +4.4% 573,288 $24.5M
Ausdal Financial Partners, Inc. 1.19% Add +14.1% 572,239 $24.5M
Hobbs Group Advisors, LLC 7.48% Add +32.3% 561,983 $24.0M
Headland Capital, LLC 6.75% Add +3.2% 561,814 $24.0M
NewEdge Advisors, LLC 0.11% Add +16.5% 557,334 $23.8M
Treasure Coast Financial Planning 13.06% Reduce -1.9% 547,080 $23.4M
Atlas Private Wealth Advisors 5.73% Reduce -41.4% 547,045 $23.4M
JDM Financial Group LLC 9.68% Add +29.3% 546,710 $23.1M
Proffitt & Goodson Inc. 3.31% Reduce -1.2% 538,794 $23.1M
Orion Porfolio Solutions, LLC 0.18% Add +61.9% 532,075 $22.8M
Goldman Sachs Group Inc. 0.00% Add +0.7% 522,447 $22.4M
Brighton Securities Corp. 11.61% Reduce -1.9% 521,017 $22.3M
Procyon Advisors, LLC 1.31% Add +1.6% 515,899 $22.1M
Fiduciary Alliance LLC 1.47% Add +8.2% 511,917 $21.9M
N.E.W. Advisory Services LLC 1.90% Add +0.6% 497,612 $21.3M
St Germain D J Co. Inc. 0.82% Add +16.4% 476,233 $20.4M
Leicht Financial Planning & Wealth Management, Inc. 8.92% Reduce -0.4% 462,561 $19.8M
Valmark Advisers, Inc. 0.25% Add +1.5% 442,581 $18.9M
Waverly Advisors, LLC 0.19% Add +1.7% 435,795 $18.6M
Fidelity D & D Bancorp Inc. 10.13% Add +12.2% 429,162 $18.4M
Snowden Capital Advisors LLC 0.50% Add +2.6% 428,768 $18.3M
Astoria Portfolio Advisors LLC. 4.80% Add +5.8% 420,538 $18.3M
RFG Advisory, LLC 0.37% Add +12.9% 417,705 $17.9M
Farther Finance Advisors, LLC 0.27% Add +18.9% 409,933 $17.5M
Beacon Pointe Advisors, LLC 0.15% Add +246.7% 407,661 $17.4M
Atria Investments, Inc 0.20% Reduce -13.5% 407,129 $17.4M
IHT Wealth Management, LLC 0.43% Reduce -0.2% 401,152 $17.2M
Blueprint Financial Advisors LLC 3.71% Add +15.6% 401,293 $17.2M
Tennessee Valley Asset Management Partners 2.32% Reduce -6.9% 399,595 $17.1M
Values Added Financial LLC 7.51% Add +6.0% 394,878 $16.9M
Focus Partners Wealth 0.03% Reduce -21.4% 389,452 $16.7M
Abound Financial, LLC 6.60% Add +2.5% 385,755 $16.5M
Moss Adams Wealth Advisors LLC 1.28% Add +0.1% 384,170 $16.4M
Bank Hapoalim BM 2.12% No change 384,000 $16.4M
Mason & Associates, LLC 4.09% Add +0.0% 402,434 $16.3M
Wrapmanager Inc. 5.00% Reduce -11.2% 379,304 $16.2M
Diversify Advisory Services, LLC 0.54% Add +14.4% 371,337 $16.2M
GM Advisory Group, LLC 0.68% Reduce -1.4% 372,405 $15.9M
Debussy Capital Management LP 2.24% Add +14.6% 370,444 $15.9M
IAG Wealth Partners, LLC 1.90% Add +1.7% 368,735 $15.8M
Strategic Financial Planning, Inc. 9.12% Reduce -3.0% 367,681 $15.7M
Rodgers & Associates, LTD 1.60% Reduce -0.2% 362,357 $15.5M
Plante Moran Financial Advisors, LLC 0.96% Add +3.3% 358,084 $15.3M
Cary Street Partners Financial LLC 0.39% Add +5.2% 354,362 $15.2M
SCS Capital Management LLC 0.16% Reduce -9.3% 349,062 $14.9M
Invenio Wealth Partners LLC 5.43% Add +0.5% 348,475 $14.9M
Comerica Bank 0.06% Add +1.7% 347,572 $14.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.86% Add +4.2% 346,225 $14.8M
VestGen Advisors, LLC 0.49% Add +1.4% 344,481 $14.7M
Advyzon Investment Management, LLC 2.51% Add +5.8% 342,208 $14.6M
Gradient Capital Advisors, LLC 3.84% Reduce -0.5% 334,841 $14.3M
Certified Advisory Corp 1.35% Add +0.2% 332,039 $14.2M
Portside Wealth Group, LLC 1.96% Add +11.2% 330,631 $14.1M
Gibbs Wealth Management 3.17% Reduce -16.4% 327,940 $14.0M
Probity Advisors, Inc. 2.23% Add +2.8% 321,843 $13.8M
Strategic Financial Partners, Ltd. 6.25% Reduce -1.9% 319,162 $13.7M
Independent Financial Group, LLC 0.33% Add +45.3% 318,336 $13.6M
Sanctuary Advisors, LLC 0.08% Reduce -7.9% 317,765 $13.6M
Seeds Investor LLC 2.81% Add +19.9% 310,963 $13.3M
Scotia Capital Inc. 0.06% Add +4.6% 310,948 $13.3M
Flagship Harbor Advisors, LLC 0.58% Add +50.0% 310,848 $13.3M
Kestra Advisory Services, LLC 0.06% Add +10.4% 310,306 $13.3M
Aquire Wealth Advisors, LLC 3.14% Reduce -5.5% 298,322 $12.8M
DORVAL Corp 4.21% Add +1.9% 297,133 $12.7M
Fairfield University 6.28% Add +121.1% 296,115 $12.7M
BlackRock, Inc. 0.00% Add +8353.5% 294,011 $12.6M
O'Connor Financial Group LLC 5.26% Add +1.6% 293,009 $12.5M
Moneco Advisors, LLC 1.04% Add +43.8% 292,287 $12.5M
Cascade Financial Partners, LLC 1.42% Reduce -0.1% 290,092 $12.4M
Partners in Financial Planning 2.12% Reduce -0.1% 286,527 $12.3M
Obsidian Personal Planning Solutions LLC 4.21% Add +3.5% 278,664 $12.1M
Horizon Financial Services, LLC 5.65% Add +3.1% 277,011 $11.9M
Boltwood Capital Management 3.15% Reduce -0.7% 276,625 $11.8M
Municipal Employees' Retirement System of Michigan 0.14% No change 276,169 $11.8M
Roble, Belko & Company, Inc 1.59% Add +25.5% 274,784 $11.8M
Cornerstone Wealth Management, LLC 0.63% Add +4.5% 266,198 $11.4M
Modera Wealth Management, LLC 0.13% Reduce -0.8% 259,233 $11.1M
Great Valley Advisor Group, Inc. 0.22% Add +8.3% 256,413 $11.0M
Brookstone Capital Management 0.13% Reduce -6.9% 256,216 $11.0M
Citigroup Inc. 0.01% Reduce -2.2% 256,012 $11.0M
Kagan Cocozza Asset Management 8.19% Reduce -2.5% 252,687 $10.8M
Signet Financial Management, LLC 1.25% Add +1.9% 252,173 $10.8M
FMR LLC 0.00% Add +22.1% 251,961 $10.8M
Belpointe Asset Management LLC 0.41% Add +1.4% 250,661 $10.7M
Marathon Strategic Advisors, LLC 8.50% Reduce -3.0% 248,122 $10.6M
Simplicity Wealth,LLC 0.61% Reduce -30.6% 247,129 $10.6M
Tortoise Investment Management, LLC 0.94% Add +6.3% 246,281 $10.5M
Merit Financial Group, LLC 0.10% Reduce -15.7% 244,726 $10.5M
Foundations Investment Advisors, LLC 0.15% Add +45.3% 243,477 $10.4M
Rosenberg Matthew Hamilton 2.22% Reduce -1.7% 240,457 $10.3M
Great Lakes Advisors, LLC 0.09% Reduce -3.0% 239,951 $10.3M
Leslie Global Wealth, LLC 4.66% Reduce -8.6% 232,319 $9.9M
Aspire Private Capital, LLC 2.14% Add +50.8% 227,839 $9.7M
Wrenne Financial Planning LLC 4.16% Add +5.3% 227,242 $9.7M
NovaPoint Capital, LLC 2.38% Add +54.1% 226,948 $9.7M
Harbour Investments, Inc. 0.22% Add +16.7% 226,902 $9.7M
Collier Financial 7.27% — 225,994 $9.7M
Montz Harcus Wealth Management LLC 4.19% Add +4.8% 224,277 $9.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.24% Add +0.9% 224,099 $9.6M
New England Capital Financial Advisors LLC 4.08% Add +2.0% 224,058 $9.6M
Partnership Wealth Management, LLC 7.32% Add +3.6% 221,965 $9.5M
Brown Financial Advisory 4.93% Reduce -1.4% 220,182 $9.4M
Truepoint, Inc. 0.22% Add +0.0% 216,338 $9.3M
Security Financial Services, INC. 1.50% Add +4.2% 216,306 $9.3M
Focus Partners Advisor Solutions, LLC 0.10% Reduce -22.5% 211,555 $9.2M
Collaborative Wealth Managment Inc. 3.71% Add +13.1% 214,083 $9.2M
Legacy Solutions, LLC 8.17% Reduce -1.0% 212,374 $9.1M
Mutual Advisors, LLC 0.20% Add +4.0% 208,665 $9.1M
Signal Advisors Wealth, LLC 0.82% Add +41.9% 210,823 $9.0M
Millington Financial Advisors, LLC 4.27% Add +7.9% 206,317 $8.8M
Empowered Funds, LLC 0.09% Add +2.8% 203,973 $8.7M
Pecaut & Co. 2.80% Add +9.5% 203,460 $8.7M
Orin Green Financial, LLC 3.48% Add +1.2% 203,396 $8.7M
AE Wealth Management LLC 0.06% Add +35.1% 203,149 $8.7M
Kingsview Wealth Management, LLC 0.13% Reduce -0.7% 203,047 $8.7M
Integrated Capital Management, Inc. 6.03% Reduce -18.2% 202,143 $8.6M
Valtinson Bruner Financial Planning LLC 2.50% Add +11.1% 197,131 $8.4M
Lifestyle Asset Management, Inc. 2.88% Add +15.2% 196,906 $8.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.13% Add +0.8% 196,844 $8.4M
Fort Point Capital Partners LLC 1.06% Add +15.4% 194,846 $8.3M
Sanchez Wealth Management Group 1.85% Add +1.7% 194,248 $8.3M
Sage Advisory Services, Ltd.Co. 4.28% Reduce -3.4% 190,608 $8.2M
Aire Advisors, LLC 1.48% Reduce -0.9% 190,209 $8.1M
TPG Financial Advisors, LLC 3.02% Add +1.2% 189,620 $8.1M
Spartan Planning & Wealth Management 6.30% Add +3.8% 188,572 $8.1M
Arete Wealth Advisors, LLC 0.50% Add +9.6% 187,667 $8.0M
Lanark Financial, Inc. 0.62% Add +11.1% 187,191 $8.0M
Ignite Planners, LLC 1.30% Reduce -0.3% 185,330 $7.9M
WBH Advisory Inc. 0.60% Add +4.2% 185,012 $7.9M
BIP Wealth, LLC 0.39% Reduce -4.2% 183,547 $7.9M
Rwa Wealth Partners, LLC 0.09% Add +0.4% 177,819 $7.6M
Seven Springs Wealth Group, LLC 1.87% Reduce -1.9% 177,038 $7.6M
Convergence Financial, LLC 1.13% Reduce -5.7% 176,447 $7.6M
Venturi Wealth Management, LLC 0.35% Reduce -0.1% 176,445 $7.6M
Sensible Financial Planning & Management, LLC. 1.35% Reduce -1.9% 173,336 $7.4M
Ironwood Wealth Management, LLC. 2.48% Reduce -11.0% 173,257 $7.4M
CSM Advisors, LLC 0.20% Add +75.4% 169,433 $7.2M
Salomon & Ludwin, LLC 0.65% Add +56.4% 165,299 $7.2M
Optimist Retirement Group LLC 3.26% Reduce -0.2% 168,329 $7.2M
Diligent Investors, LLC 1.82% Reduce -16.5% 167,931 $7.2M
Cornerstone Financial Group, LLC 5.54% Add +13.2% 167,137 $7.2M
BayBridge Capital Group, LLC 4.56% Reduce -8.3% 166,972 $7.1M
Continuum Advisory, LLC 0.75% Add +0.3% 166,622 $7.1M
XML Financial, LLC 0.57% Add +0.2% 164,821 $7.1M
Delta Wealth Advisors LLC 5.51% Add +3.9% 164,661 $7.0M
Aerodigm Wealth, LLC 2.96% Reduce -0.2% 162,776 $7.0M
Novem Group 0.83% Add +12.9% 163,475 $7.0M
Western Wealth Management, LLC 0.37% Reduce -0.5% 163,289 $7.0M
Bay Capital Advisors, LLC 4.47% Add +10.9% 160,583 $6.9M
Sentinel Pension Advisors, LLC 1.09% Reduce -2.3% 159,321 $6.8M
Luken Investment Analytics, LLC 2.63% Reduce -8.8% 157,446 $6.7M
Richmond Investment Services, LLC 1.24% Add +33.8% 155,245 $6.6M
Cresset Asset Management, LLC 0.03% Add +3.4% 153,870 $6.6M
Avior Wealth Management, LLC 0.21% Reduce -4.5% 153,424 $6.6M
Oregon Pacific Wealth Management, LLC 5.67% New 153,235 $6.6M
Battery Global Advisors, LLC 3.07% No change 152,557 $6.5M
Independent Advisor Alliance 0.17% Add +4.7% 151,569 $6.5M
Vestmark Advisory Solutions, Inc. 0.12% Reduce -48.7% 150,033 $6.4M
Insight Advisors, LLC/ PA 0.98% Reduce 0.0% 149,428 $6.4M
Financial Advisory Partners, LLC 1.86% Add +3.7% 148,446 $6.4M
Fourth Dimension Wealth, LLC 2.38% Add +5.7% 145,571 $6.2M
North Star Asset Management Inc. 0.25% Add +3.9% 145,378 $6.2M
Sheets Smith Wealth Management 0.69% Reduce -6.7% 142,113 $6.1M
Defined Financial Planning LLC 5.01% Reduce -2.3% 138,870 $6.0M
Townsquare Capital LLC 0.91% Reduce -50.6% 140,909 $6.0M
YHB Investment Advisors, Inc. 0.44% Reduce -0.1% 139,490 $6.0M
United Capital Financial Advisors, LLC 0.04% Reduce -1.7% 138,381 $5.9M
WealthTrak Capital Management LLC 4.78% Reduce -15.1% 135,629 $5.8M
Hughes Financial Services, LLC 0.92% Reduce -1.2% 131,531 $5.8M
Bensler, LLC 0.60% Add +8.9% 134,588 $5.8M
Schwallier Wealth Management LLC 3.59% Add +0.3% 134,527 $5.8M
Wilkins Miller Wealth Management, LLC 3.55% Add +2.9% 133,951 $5.7M
Red Wave Investments LLC 1.74% Add +0.9% 132,613 $5.7M
CreativeOne Wealth, LLC 0.14% Add +32.6% 132,512 $5.7M
Stratos Wealth Advisors, LLC 0.27% Reduce -1.6% 131,493 $5.6M
Mercer Global Advisors Inc. 0.01% Add +5.6% 131,474 $5.6M
Arq Wealth Advisors, LLC 1.64% Reduce -26.2% 129,877 $5.6M
BCS Wealth Management 1.25% Add +0.8% 129,320 $5.5M
Vested Financial Planning, LLC 4.48% Add +0.8% 129,161 $5.5M
Cornerstone Advisors Asset Management, LLC 0.96% Reduce -2.8% 128,409 $5.5M
Symphony Financial, Ltd. Co. 0.67% Reduce -1.1% 128,555 $5.5M
Montis Financial, LLC 1.26% Add +134.1% 128,102 $5.5M
Occidental Asset Management, LLC 0.67% Add +4.6% 124,643 $5.3M
FSB Premier Wealth Management, Inc. 1.75% Reduce -2.0% 124,587 $5.3M
Valpey Financial Services, LLC 3.46% Reduce -1.0% 123,662 $5.3M
Planwiser Financial, LLC 4.03% Reduce -30.5% 116,441 $5.1M
Gateway Wealth Partners, LLC 0.68% Add +32.5% 118,274 $5.1M
Towercrest Capital Management 0.81% Reduce -5.3% 118,246 $5.1M
LBMC Investment Advisors, LLC 0.32% No change 117,593 $5.0M
Choreo, LLC 0.07% Reduce -3.8% 117,467 $5.0M
ORBA Wealth Advisors, L.L.C. 4.09% Add +0.5% 116,021 $5.0M
Vertex Planning Partners, LLC 0.95% Add +2.7% 115,973 $5.0M
Yukon Wealth Management, Inc. 1.61% No change 114,832 $4.9M
Brown Financial Advisors 1.81% Reduce -2.7% 114,666 $4.9M
Harbor Advisory Corp. 1.45% Reduce -0.1% 114,577 $4.9M
Heartwood Wealth Advisors LLC 0.46% Add +0.2% 114,104 $4.9M
PFG Private Wealth Management, LLC 2.17% New 113,897 $4.9M
Integrity Wealth Solutions LLC 2.17% Add +19.6% 113,897 $4.9M
PFG Advisors 0.20% Add +16.3% 113,548 $4.9M
Hirtle & Co., LLC 0.19% Add +191.8% 113,399 $4.9M
Capital Analysts, LLC 0.14% Add +19.2% 111,778 $4.8M
Smith Thornton Advisors LLC 2.51% Add +7.1% 111,704 $4.8M
Tranquilli Financial Advisor LLC 2.78% Add +0.7% 110,075 $4.7M
Kingswood Wealth Advisors, LLC 0.28% Add +0.5% 109,634 $4.7M
Heritage Trust Co 0.50% Reduce -0.3% 109,619 $4.7M
PAX Financial Group, LLC 0.83% Reduce -0.1% 107,063 $4.6M
Ervin Investment Management, LLC 2.62% Add +1.1% 106,786 $4.6M
Nwam LLC 0.25% Reduce -1.0% 105,424 $4.6M
Summit Financial, LLC 0.07% Add +4.4% 106,124 $4.5M
DeDora Capital, Inc. 1.08% No change 104,837 $4.5M
Keener Financial Planning LLC 2.06% Reduce -0.2% 103,996 $4.4M
Greenleaf Trust 0.04% Add +228.6% 103,345 $4.4M
Vista Cima Wealth Management LLC 3.65% Add +2.1% 102,464 $4.4M
Tyche Wealth Partners LLC 0.77% Add +12.5% 102,430 $4.4M
Wealth Advisors of Iowa, LLC 1.48% Add +29.1% 101,271 $4.3M
Aspetuck Financial Management LLC 2.96% Add +0.4% 101,131 $4.3M
Smartleaf Asset Management LLC 0.27% Add +6.2% 100,977 $4.3M
Modern Wealth Management, LLC 0.08% Add +2.4% 100,317 $4.3M
Norway Savings Bank 2.06% Reduce -1.2% 99,742 $4.3M
Jones Financial Companies LLLP 0.00% Add +7.1% 100,466 $4.3M
Fidelis Capital Partners, LLC 0.33% Reduce -2.9% 99,594 $4.3M
Larson Financial Group LLC 0.15% Reduce -12.0% 97,538 $4.2M
HBW Advisory Services LLC 0.47% Reduce -0.8% 97,313 $4.2M
FDx Advisors, Inc. 1.25% Reduce -5.2% 95,478 $4.2M
TBH Global Asset Management, LLC 0.81% Add +1013.2% 96,763 $4.1M
Trilogy Capital Inc. 0.19% Add +14.5% 95,300 $4.1M
Colton Groome Financial Advisors, LLC 1.25% Add +0.7% 95,218 $4.1M
Oxinas Partners, LLC 2.18% Add +1.7% 95,009 $4.1M
Visionary Wealth Advisors 0.19% Add +28.0% 94,685 $4.1M
International Private Wealth Advisors LLC 2.54% Add +19.3% 94,420 $4.0M
Total Clarity Wealth Management, Inc. 1.07% Add +5.9% 94,268 $4.0M
Financial Insights, Inc. 1.33% Reduce -0.4% 94,130 $4.0M
Opes Wealth Management LLC 0.70% Reduce -2.0% 93,304 $4.0M
Towerpoint Wealth, LLC 1.62% Reduce -3.8% 92,690 $4.0M
Patriot Financial Group Insurance Agency, LLC 0.51% Add +47.9% 92,343 $4.0M
Koshinski Asset Management, Inc. 0.28% Reduce -8.8% 91,285 $3.9M
Eclectic Associates Inc. 0.71% Reduce -1.5% 91,018 $3.9M
MIdWestOne Financial Group, Inc. 0.47% Add +6.4% 90,875 $3.9M
Alliance Wealth Management Group 0.86% Reduce -7.5% 90,636 $3.9M
AQR Capital Management 0.00% Add +100.5% 90,582 $3.9M
Raleigh Capital Management Inc. 1.47% Add +78.0% 90,346 $3.9M
Venture Visionary Partners LLC 0.13% Add +1.1% 90,061 $3.9M
JRM Investment Counsel, LLC 1.15% Reduce -2.1% 88,913 $3.8M
Captrust Financial Advisors 0.01% Reduce -2.3% 88,069 $3.8M
Idaho Trust Co 1.26% Reduce -26.1% 87,390 $3.7M
Private Trust Co. NA 0.33% Reduce -3.5% 87,318 $3.7M
YANKCOM Partnership 1.67% No change 86,755 $3.7M
Life Planning Partners, Inc 2.70% Reduce -0.7% 86,436 $3.7M
UNIVEST FINANCIAL Corp 0.21% Add +11.6% 86,199 $3.7M
Range Financial Group LLC 1.33% Reduce -1.7% 86,107 $3.7M
Steele Capital Management, Inc. 0.16% Reduce -3.8% 85,848 $3.7M
Global Endowment Management, LP 0.46% Add +1.6% 85,266 $3.6M
Northwest Wealth Management, LLC 0.60% Add +0.4% 84,608 $3.6M
Patriot Investment Management Group, Inc. 0.23% No change 84,206 $3.6M
Balefire, LLC 0.70% Add +38.7% 82,328 $3.5M
Cooksen Wealth, LLC 2.62% Add +1.4% 82,159 $3.5M
LexAurum Advisors, LLC 0.50% Add +13.3% 81,817 $3.5M
Advisor OS, LLC 0.30% Reduce -1.8% 81,582 $3.5M
Lowe Brockenbrough & Co. Inc. 0.18% No change 81,222 $3.5M
Butensky & Cohen Financial Security, Inc. 0.97% Reduce -0.3% 80,960 $3.5M
Parallel Advisors, LLC 0.06% Reduce -5.4% 80,783 $3.5M
Caliber Wealth Management, LLC / KS 0.39% Reduce -34.0% 80,760 $3.5M
American Investment Services, Inc. 0.82% Reduce -1.7% 80,128 $3.4M
Richardson Financial Services Inc. 2.10% Add +19.3% 79,180 $3.4M
NBT Bank, N.A. 0.22% Reduce -5.7% 78,600 $3.4M
Weitzel Financial Services, Inc. 1.37% Add +13.1% 79,121 $3.4M
Novus Advisors, LLC 7.61% Add +34.3% 77,436 $3.3M
Quent Capital, LLC 0.28% Reduce -1.0% 77,078 $3.3M
Cabot Wealth Management Inc. 0.37% Add +4.9% 77,065 $3.3M
Equita Financial Network, Inc. 1.11% Reduce -0.8% 76,770 $3.3M
OneDigital Investment Advisors LLC 0.03% Reduce -5.1% 76,690 $3.3M
Pinnacle Family Advisors, LLC 1.43% Reduce -0.1% 76,533 $3.3M
TRUE Private Wealth Advisors 0.33% Add +9.8% 74,806 $3.2M
G&S Capital LLC 1.18% Add +0.6% 74,739 $3.2M
Gladstone Institutional Advisory LLC 0.12% Add +7.8% 74,612 $3.2M
Blue Barn Wealth, LLC 1.40% Reduce -18.6% 74,583 $3.2M
Mattson Financial Services, LLC 0.76% Reduce -2.7% 74,152 $3.2M
SkyOak Wealth, LLC 0.60% Reduce -7.4% 73,793 $3.2M
Prime Capital Investment Advisors, LLC 0.04% Reduce -0.7% 73,088 $3.1M
21 West Wealth Management LLC 2.94% Add +2.8% 72,453 $3.1M
Simon Quick Advisors, LLC 0.14% Reduce -4.2% 71,769 $3.1M
City National Bank of Florida 2.02% Reduce -26.6% 71,591 $3.1M
SOL Capital Management CO 0.27% Reduce 0.0% 71,542 $3.1M
Ashton Thomas Private Wealth, LLC 0.08% Add +18.6% 69,440 $3.0M
Norden Group LLC 0.30% Add +11.2% 69,360 $3.0M
SYM FINANCIAL Corp 0.32% Add +21.7% 69,153 $3.0M
&partners 0.02% Add +9.4% 68,067 $2.9M
Blair William & Co. 0.01% Add +15.2% 67,708 $2.9M
JFS Wealth Advisors, LLC 0.17% Add +1.5% 66,814 $2.9M
Paladin Wealth, LLC 2.05% Add +6.6% 66,108 $2.8M
Alliance Wealth Advisors, LLC 0.66% Add +16.5% 66,077 $2.8M
Lunt Capital Management, Inc. 1.08% Reduce -0.1% 65,848 $2.8M
Vista Investment Management 0.97% Add +0.9% 64,759 $2.8M
Nicolet Advisory Services, LLC 0.21% Add +0.9% 63,756 $2.8M
Puff Wealth Management, LLC 4.16% Add +51.8% 63,956 $2.7M
Summit Trail Advisors, LLC 0.04% No change 63,059 $2.7M
Hutchinson Financial Advisors, INC 2.65% Add +94.3% 63,172 $2.7M
Glen Eagle Advisors, LLC 0.37% Add +22.9% 62,137 $2.7M
Columbia River Financial Group, LLC 1.64% Reduce -12.5% 60,573 $2.7M
Baron Financial Group, LLC 1.44% Reduce -0.3% 61,568 $2.6M
Landmark Wealth Management, LLC 1.04% Reduce -2.1% 61,145 $2.6M
ABLE Financial Group, LLC 0.57% Reduce -0.3% 61,120 $2.6M
Global Financial Private Client, LLC 0.92% Add +12.6% 60,423 $2.6M
FF Advisors,LLC 1.23% Reduce -1.6% 60,128 $2.6M
Sowell Financial Services LLC 0.10% Add +10.2% 60,062 $2.6M
Breakwater Investment Management 0.95% Reduce -1.4% 59,912 $2.6M
PNC Financial Services Group, Inc. 0.00% Add +14.5% 59,004 $2.5M
Compound Planning, Inc. 0.08% Add +0.3% 58,654 $2.5M
Trinity Wealth Management, LLC 0.94% Reduce -0.7% 58,316 $2.5M
Watershed Private Wealth LLC 0.79% Reduce -0.7% 58,194 $2.5M
Concurrent Investment Advisors, LLC 0.04% Reduce -10.2% 57,782 $2.5M
Kohmann Bosshard Financial Services, LLC 0.25% No change 57,568 $2.5M
Opus Capital Group, LLC 0.27% Add +1.3% 56,781 $2.4M
McKinley Carter Wealth Services, Inc. 0.13% Reduce -1.8% 56,762 $2.4M
Caitlin John, LLC 1.69% Add +0.9% 56,719 $2.4M
One Capital Management, LLC 0.08% Reduce -0.4% 56,626 $2.4M
Brown Advisory Inc. 0.00% No change 55,622 $2.4M
PCG Wealth Advisors, LLC 0.69% Add +0.1% 55,384 $2.4M
Thrivent Financial for Lutherans 0.00% Reduce -94.3% 55,368 $2.4M
Investment Partners, LTD. 0.82% Add +8.9% 54,398 $2.3M
Ascent Group, LLC 0.08% Add +25.1% 54,388 $2.3M
Perennial Investment Advisors, LLC 0.19% Add +4.8% 53,788 $2.3M
United Asset Strategies, Inc. 0.18% Add +91.9% 53,747 $2.3M
Rockbridge Investment Management, LCC 0.23% Reduce -1.6% 53,535 $2.3M
Financial Connections Group, Inc. 0.88% Reduce -0.8% 52,933 $2.3M
AdvisorNet Financial, Inc 0.13% Reduce -5.9% 52,698 $2.3M
NewEdge Wealth, LLC 0.03% Reduce -0.4% 52,027 $2.3M
Byrne Financial Freedom, LLC 1.11% Add +450.7% 52,259 $2.2M
Tilson Financial Group, Inc. 0.72% Reduce -7.1% 51,383 $2.2M
Midwest Financial Network, LLC 1.78% Add +45.9% 51,248 $2.2M
Paladin Advisory Group, LLC 1.71% Reduce -8.0% 51,138 $2.2M
ACT Advisors, LLC. 0.87% Reduce -6.2% 50,270 $2.2M
Gainplan LLC 0.91% Reduce -3.9% 50,222 $2.1M
Sherman Asset Management, Inc. 1.84% Reduce -1.5% 49,761 $2.1M
Zhang Financial LLC 0.09% Add +7.5% 49,527 $2.1M
StoneX Group Inc. 0.09% Reduce -3.0% 48,644 $2.1M
Forefront Wealth Partners, LLC 0.52% Add +608.6% 48,614 $2.1M
Financial Network Wealth Advisors LLC 2.23% Add +20.9% 47,658 $2.0M
Worth Financial Advisory Group, LLC 1.14% Add +0.9% 47,378 $2.0M
Sage Mountain Advisors LLC 0.12% Reduce -3.7% 47,171 $2.0M
Maridea Wealth Management LLC 0.31% New 46,068 $2.0M
Private Wealth Group, LLC 1.00% Add +279.2% 46,915 $2.0M
Comprehensive Money Management Services LLC 1.40% Reduce -0.6% 46,302 $2.0M
Advisory Services Network, LLC 0.03% Reduce -2.0% 46,293 $2.0M
IRON Financial LLC 0.94% Reduce -0.8% 46,053 $2.0M
Pineridge Advisors LLC 0.56% Add +10.9% 45,482 $1.9M
Rehmann Capital Advisory Group 0.11% Add +22.4% 45,451 $1.9M
Legacy Private Trust Co. 0.12% Reduce -6.3% 45,087 $1.9M
First Manhattan Co. Llc. 0.01% Reduce -0.3% 44,942 $1.9M
Cary Street Partners Investment Advisory LLC 0.80% Add +2.7% 44,513 $1.9M
Stablepoint Partners, LLC 0.30% Reduce -1.1% 44,284 $1.9M
Wealthspire Retirement, LLC 0.12% Reduce -0.8% 44,134 $1.9M
Bluespring Wealth Management, LLC 0.16% Reduce -0.7% 43,537 $1.9M
Capital Planning Advisors, LLC 0.26% Add +2.7% 43,395 $1.9M
Wedmont Private Capital 0.07% No change 42,863 $1.9M
GPS Wealth Strategies Group, LLC 0.20% Reduce -0.4% 43,143 $1.8M
Savvy Advisors, Inc. 0.08% Add +129.0% 42,865 $1.8M
O'shaughnessy Asset Management, LLC 0.01% Add +4.8% 41,652 $1.8M
Apollon Wealth Management, LLC 0.03% Add +0.8% 41,651 $1.8M
MCF Advisors LLC 0.11% No change 41,501 $1.8M
Apeiron RIA LLC 0.40% New 41,218 $1.8M
Goldstein Advisors, LLC 0.21% Reduce -96.1% 41,140 $1.8M
Quantinno Capital Management LP 0.00% Add +50.7% 40,653 $1.7M
Stevens Capital Partners 0.52% Add +15.0% 40,618 $1.7M
Tempus Wealth Planning, LLC 0.40% Reduce -0.1% 40,336 $1.7M
Coppell Advisory Solutions LLC 0.18% Reduce -23.1% 39,844 $1.7M
Clarkston Capital Partners, LLC 0.04% No change 39,500 $1.7M
Virtue Capital Management, LLC 0.27% Reduce -60.5% 20,947 $1.7M
Silverlake Wealth Management LLC 0.41% Add +61.4% 39,398 $1.7M
McNaughton Wealth Management, LLC 0.70% Add +0.4% 39,049 $1.7M
Barnes Wealth Management Group, Inc 0.91% Add +7.0% 38,810 $1.7M
Level Four Advisory Services, LLC 0.06% Reduce -10.3% 38,623 $1.7M
Krilogy Financial LLC 0.06% Add +37.8% 38,072 $1.6M
Outlook Wealth Advisors, LLC 0.41% Add +39.2% 38,321 $1.6M
Lockerman Financial Group, Inc. 2.04% Add +45.8% 37,910 $1.6M
Blue Capital, Inc. 1.20% Add +1.0% 37,678 $1.6M
Courier Capital LLC 0.09% Reduce -0.3% 37,536 $1.6M
Composition Wealth, LLC 0.02% Add +4.5% 37,013 $1.6M
Moneta Group Investment Advisors LLC 0.01% Add +2.9% 36,957 $1.6M
Laurel Wealth Planning LLC 0.83% Reduce -1.5% 36,646 $1.6M
Fifth Third Bancorp 0.01% Add +31.9% 36,522 $1.6M
Baird Financial Group, Inc. 0.00% Add +38.4% 36,352 $1.6M
Bill Few Associates, Inc. 0.40% Add +2.4% 36,243 $1.6M
USAdvisors Wealth Management, LLC 0.53% Reduce -3.0% 35,845 $1.5M
Eagle Strategies LLC 0.20% Reduce -0.0% 35,633 $1.5M
Money Concepts Capital Corp. 0.09% Add +24.1% 35,632 $1.5M
Meridian Wealth Management, LLC 0.06% Reduce -0.6% 35,632 $1.5M
Ballast Advisors LLC 0.42% Add +3.3% 35,554 $1.5M
Wealthcare Capital Partners, LLC 0.70% Reduce -5.9% 35,473 $1.5M
Howard Wealth Management, LLC 0.68% Add +28.1% 34,405 $1.5M
Triad Wealth Partners, LLC 0.19% Add +31.2% 34,301 $1.5M
Sterling Wealth Management, Inc. 0.44% No change 33,723 $1.4M
FreeGulliver LLC 0.65% Add +0.3% 33,660 $1.4M
TKG Advisors, LLC 0.61% Reduce -5.3% 33,488 $1.4M
Northern Trust Corp. 0.00% Add +29.3% 33,375 $1.4M
Great Diamond Partners, LLC 0.28% Add +36.8% 33,305 $1.4M
Dravo Bay LLC 0.63% Add +1.7% 33,147 $1.4M
A4 Wealth Advisors LLC 1.18% — 32,751 $1.4M
Calton & Associates, Inc. 0.21% Add +45.4% 32,404 $1.4M
Legacy Edge Advisors, LLC 0.16% Add +0.1% 32,207 $1.4M
Clear Creek Financial Management, LLC 0.12% New 32,159 $1.4M
Phillips Financial Management, LLC 0.09% No change 31,845 $1.4M
Realta Investment Advisors 0.45% Add +3.5% 31,488 $1.3M
German American Bancorp, Inc. 0.12% No change 31,453 $1.3M
Black Diamond Financial, LLC 0.15% New 31,341 $1.3M
Peirce Capital Management, LLC 0.56% No change 31,302 $1.3M
Enclave Advisors LLC 0.20% Add +5.1% 31,198 $1.3M
Baltimore-Washington Financial Advisors, Inc. 0.06% Reduce -2.0% 30,762 $1.3M
Altrius Capital Management Inc 0.30% Add +7.2% 30,682 $1.3M
TFB Advisors LLC 0.38% Add +9.6% 30,389 $1.3M
MBM Wealth Consultants, LLC 0.32% Reduce -0.1% 30,370 $1.3M
Bell Bank 0.06% Add +44.2% 30,318 $1.3M
Keystone Wealth Services, LLC 0.28% Reduce -3.5% 30,082 $1.3M
Janney Montgomery Scott LLC 0.00% Add +1.6% 29,639 $1.3M
Ridgewood Investments LLC 0.53% Add +23.0% 29,240 $1.3M
Detalus Advisors, LLC 0.32% Add +3.6% 28,875 $1.2M
M&T Bank Corp 0.00% Reduce -6.2% 28,270 $1.2M
CORDA Investment Management, LLC. 0.09% Add +4.5% 28,244 $1.2M
Golden State Wealth Management, LLC 0.13% Add +17.7% 28,133 $1.2M
Kraft, Davis & Associates, LLC 0.29% Add +6.9% 27,535 $1.2M
Advisors Management Group Inc. 0.21% Reduce -3.7% 28,030 $1.2M
Bank of Montreal 0.00% Add +5.0% 27,973 $1.2M
River Street Advisors LLC 0.46% Add +2.3% 27,843 $1.2M
Mgo One Seven LLC 0.03% Reduce -4.5% 27,650 $1.2M
Jim Saulnier & Associates, LLC 0.66% New 27,597 $1.2M
Consolidated Portfolio Review Corp 0.15% Reduce -24.1% 27,557 $1.2M
Bank of Hawaii 0.06% Reduce -1.7% 27,549 $1.2M
Narus Financial Partners, LLC 0.32% Add +3.2% 27,517 $1.2M
Seaside Wealth Management, Inc. 0.35% Reduce -0.2% 27,504 $1.2M
Brand Asset Management Group, Inc. 0.33% New 27,483 $1.2M
Flputnam Investment Management Co. 0.02% Reduce -2.7% 27,244 $1.2M
Seneca Financial Advisors LLC 0.38% Add +0.4% 27,132 $1.2M
First Trust Advisors LP 0.00% Add +7.9% 27,125 $1.2M
CoreCap Advisors, LLC 0.04% Reduce -5.8% 26,881 $1.2M
Keystone Financial Group 0.09% Add +5.7% 26,611 $1.1M
MidAtlantic Capital Management, Inc. 0.78% No change 26,600 $1.1M
SageView Advisory Group, LLC 0.04% Reduce -0.6% 26,319 $1.1M
Balentine LLC 0.04% Add +5.8% 25,663 $1.1M
FWG Investments, LLC. 0.75% Reduce -21.0% 25,546 $1.1M
Iams Wealth Management, LLC 0.44% Add +46.5% 25,471 $1.1M
MGB Wealth Management, LLC 0.30% Add +2.7% 24,950 $1.1M
WealthCare Investment Partners, LLC 0.34% Add +3.1% 24,557 $1.1M
Bokf, NA 0.02% Add +4.4% 24,634 $1.1M
IFG Advisors, LLC 0.17% Add +0.6% 23,903 $1.0M
Dorsey & Whitney Trust CO LLC 0.05% No change 23,782 $1.0M
Zacks Investment Management 0.01% Reduce -25.6% 23,713 $1.0M
LWM Advisory Services, LLC 0.59% Add +0.4% 23,569 $1.0M
Hilltop Holdings Inc. 0.05% Add +17.4% 23,560 $1.0M
U.S. Capital Wealth Advisors, LLC 0.03% Add +12.7% 23,485 $1.0M
Wealth Advisors Northwest LLC 0.49% Reduce -0.2% 23,464 $1.0M
Wallace Advisory Group, LLC 0.79% Reduce -0.7% 24,193 $980K
Fortis Group Advisors, LLC 0.17% Reduce -1.1% 22,424 $976K
Exencial Wealth Advisors, LLC 0.03% Reduce -1.8% 22,736 $973K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -1.0% 22,707 $972K
Balboa Wealth Partners 0.17% Add +73.3% 22,653 $969K
Howard Financial Services, LTD. 0.12% No change 22,431 $960K
Hancock Whitney Corp. 0.02% Reduce -2.0% 22,424 $960K
WFA of San Diego, LLC 0.66% Reduce -0.6% 22,424 $960K
Key Financial Inc 0.18% Add +2.3% 22,187 $957K
Plan A Wealth LLC 0.48% Reduce -56.1% 22,156 $948K
Newport Capital Group, LLC 0.59% Reduce -2.6% 22,104 $946K
Medallion Wealth Advisors, LLC 0.33% Add +14.3% 21,972 $940K
Sequoia Financial Advisors, LLC 0.01% Add +5.2% 21,936 $939K
Strategic Blueprint, LLC 0.04% Reduce -0.9% 21,358 $914K
Vise Technologies, Inc. 0.03% Add +8.3% 21,341 $913K
Clark Asset Management, LLC 0.11% Reduce -5.1% 21,288 $911K
Voya Financial Advisors, Inc. 0.09% Add +1.3% 21,237 $906K
Keybank National Association 0.00% Add +16.7% 20,891 $894K
Penobscot Wealth Management 0.29% Reduce -10.5% 20,870 $893K
Destiny Capital Corp 0.49% No change 20,843 $892K
Intrua Financial, LLC 0.10% Reduce -7.2% 20,828 $891K
Prevail Innovative Wealth Advisors, LLC 0.17% Reduce -3.9% 20,748 $888K
Allen Capital Group, LLC 0.08% Reduce -0.8% 20,689 $885K
Leverty Financial Group, LLC 0.23% Reduce -15.1% 20,634 $883K
Citadel Advisors 0.00% No change 20,569 $880K
Colonial Trust Co / SC 0.12% No change 20,195 $864K
Rock Point Advisors, LLC 0.23% Add +3.6% 20,098 $860K
Chicago Capital, LLC 0.02% New 20,000 $856K
Csenge Advisory Group 0.04% Reduce -79.4% 19,780 $846K
Aletheian Wealth Advisors LLC 0.39% No change 19,604 $839K
Uptown Financial Advisors LLC 0.74% Reduce -0.4% 19,546 $836K
Squarepoint Ops LLC 0.00% Reduce -56.2% 19,482 $834K
Canal Capital Management, LLC 0.13% Add +0.3% 19,461 $833K
Principal Securities, Inc. 0.01% Add +29.1% 19,457 $833K
KMG Fiduciary Partners, LLC 0.06% Reduce -8.1% 19,377 $829K
Sharkey, Howes & Javer 0.11% Reduce -85.3% 19,271 $825K
Franklin Resources Inc. 0.00% No change 19,061 $816K
Balanced Wealth Group LLC 0.36% No change 20,082 $812K
Rooted Wealth Advisors, Inc. 0.25% Reduce -0.0% 18,620 $811K
WealthShield Partners, LLC 0.09% No change 18,963 $811K
Stephens Inc. 0.01% Add +4.0% 18,945 $811K
Maia Wealth LLC 0.14% Reduce -5.6% 18,504 $810K
CogentBlue Wealth Advisors, LLC 0.55% Reduce -2.8% 18,853 $807K
Hibernia Wealth Partners, LLC 0.52% Reduce -43.1% 18,809 $806K
McClarren Financial Advisors, Inc. 0.49% Reduce -10.4% 16,914 $802K
Upper Left Wealth Management, LLC 0.50% Reduce -2.5% 18,712 $801K
Baker Tilly Wealth Management, LLC 0.18% Add +11.4% 18,617 $797K
Professional Financial Advisors, LLC 0.17% Reduce -0.8% 18,473 $790K
Tru Independence Asset Management 2, LLC 0.52% Reduce -25.1% 18,385 $787K
Steward Partners Investment Advisory, LLC 0.00% Add +6.6% 18,381 $787K
Sigma Planning Corp 0.02% Reduce -3.1% 18,248 $781K
Resurgent Financial Advisors LLC 0.38% Add +41.8% 18,167 $777K
World Investment Advisors 0.02% Reduce -18.6% 18,147 $777K
Kintra Wealth, LLC 0.44% New 18,049 $772K
Port Capital LLC 0.03% No change 18,000 $770K
Acropolis Investment Management, LLC 0.04% No change 18,997 $769K
Strategic Wealth Partners, Ltd. 0.06% Add +2.2% 17,811 $762K
Kathleen S. Wright Associates Inc. 0.28% Reduce -5.5% 17,514 $749K
Watts Gwilliam & Co., LLC 0.12% No change 17,502 $749K
Bolthouse Investments, LLC 0.68% No change 17,438 $746K
Lumbard & Kellner, LLC 0.27% Add +208.8% 17,381 $744K
J.W. Cole Advisors, Inc. 0.01% Add +82.2% 17,157 $734K
BSW Wealth Partners 0.09% Add +0.0% 17,156 $734K
Prospect Financial Group LLC 0.71% No change 17,090 $731K
Brighton Jones LLC 0.02% Reduce -2.9% 16,818 $720K
Client 1ST Advisory Group, LLC 0.24% No change 16,586 $710K
Vanguard Personalized Indexing Management, LLC 0.01% Add +0.8% 16,351 $700K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -23.4% 16,323 $698K
Turtle Creek Wealth Advisors, LLC 0.06% New 16,257 $696K
Cedar Point Capital Partners, LLC 0.45% Add +3.8% 16,003 $685K
RMR Wealth Builders 0.06% Reduce -19.3% 15,974 $684K
Canvas Wealth Advisors, LLC 0.12% No change 15,565 $678K
AIFG Consultants Ltd. 1.18% Reduce -5.1% 15,699 $672K
Berger Financial Group, Inc 0.04% Reduce -9.2% 15,448 $661K
Hurley Capital, LLC 0.37% No change 15,426 $660K
Creative Financial Designs Inc. 0.04% Add +83.9% 15,412 $659K
Coordinated Financial Services, Inc. 0.43% No change 15,398 $659K
Stone Summit Wealth LLC 0.19% Reduce -6.7% 15,395 $659K
October Effect Ltd 0.73% Reduce -2.6% 15,382 $658K
Running Point Capital Advisors, LLC 0.18% Reduce -1.1% 15,369 $658K
Evergreen Capital Management LLC 0.02% Add +2.0% 15,210 $651K
Whittier Trust Co. 0.01% No change 14,917 $650K
Acorn Financial Advisory Services Inc. 0.10% Add +11.4% 15,134 $648K
LVM Capital Management Ltd. 0.06% No change 15,100 $646K
Absolute Capital Management, LLC 0.27% Add +90.8% 14,875 $636K
CIBC Private Wealth Group LLC 0.00% Add +3.1% 14,778 $632K
Texas Yale Capital Corp. 0.02% No change 14,500 $620K
Synovus Financial Corp. 0.01% Reduce -38.8% 14,458 $619K
Spectrum Planning & Advisory Services Inc. 0.35% Add +10.2% 14,424 $617K
Wealthcare Capital Management LLC 0.06% Reduce -2.5% 14,398 $616K
BCK Partners, Inc. 0.33% Reduce -3.7% 14,356 $614K
Yoder Wealth Management, Inc. 0.29% No change 14,300 $612K
Redwood Financial Network Corp 0.38% Add +1.2% 14,192 $607K
Evoke Wealth, LLC 0.01% No change 14,145 $605K
IFG Advisory, LLC 0.03% Add +162.0% 14,130 $605K
Vantage Point Financial LLC 0.23% Add +39.3% 14,082 $603K
TLWM 0.11% Reduce -0.1% 13,965 $598K
Stock Yards Bank & Trust Co. 0.02% No change 13,953 $597K
Harbor Investment Advisory, LLC 0.05% No change 13,919 $596K
Altus Wealth Group LLC 0.24% Reduce -2.1% 13,817 $591K
Pinnacle Financial Partners Inc 0.01% Add +82.0% 13,690 $586K
Ieq Capital, LLC 0.00% Add +59.3% 13,673 $585K
Anchor Investment Management, LLC 0.05% No change 13,667 $585K
Wedbush Securities Inc. 0.02% New 13,649 $584K
Advance Capital Management, Inc. 0.03% Reduce -1.2% 13,576 $581K
My Personal CFO, LLC 0.22% New 13,403 $574K
Foundation Wealth Management, LLC\PA 0.22% No change 13,403 $574K
Richard W. Paul & Associates, LLC 0.19% Add +22.2% 13,315 $570K
Rf&l Wealth Management, LLC 0.33% No change 13,225 $566K
Lantz Financial LLC 0.13% Reduce -1.1% 13,219 $566K
Glassman Wealth Services 0.08% Add +4.3% 13,210 $565K
Family Legacy, Inc. 0.17% Reduce -1.8% 13,147 $563K
Pacifica Partners Inc. 0.20% Add +18.4% 12,995 $560K
Astoria Strategic Wealth, Inc. 0.14% Reduce -0.3% 13,076 $560K
Shepherd Financial Partners LLC 0.05% No change 12,998 $556K
Cardiff Park Advisors, LLC 0.04% No change 12,933 $553K
Wealthfront Advisers LLC 0.00% Add +46.8% 12,892 $552K
Donaldson Capital Management, LLC 0.02% New 12,858 $550K
Fisher Asset Management 0.00% Reduce -39.5% 12,348 $528K
Kelman-Lazarov, Inc. 0.08% New 12,334 $528K
Onyx Bridge Wealth Group LLC 0.06% Add +9.4% 12,296 $526K
Wealth Watch Advisors, INC 0.22% New 12,271 $525K
Sequent Asset Management, LLC 0.25% No change 12,129 $519K
Warren Street Wealth Advisors, LLC 0.15% Add +3.6% 12,040 $515K
Kestra Private Wealth Services, LLC 0.01% Reduce -27.8% 12,034 $515K
Acorn Wealth Advisors, LLC 0.16% Reduce -16.3% 11,977 $512K
Kavar Capital Partners Group, LLC 0.07% Add +0.5% 11,976 $512K
Avantax Planning Partners, Inc. 0.01% Reduce -2.0% 11,876 $508K
Intrepid Financial Planning Group LLC 0.19% Add +2.6% 11,829 $506K
Abc Arbitrage SA 0.05% Reduce -79.4% 11,781 $504K
Old Second National Bank of Aurora 0.10% Reduce -0.6% 11,727 $502K
Hershey Financial Advisers, LLC 0.43% Add +0.7% 11,709 $501K
Ridgeline Wealth Planning, LLC 0.38% Reduce -0.2% 11,690 $500K
SteelPeak Wealth, LLC 0.02% New 11,612 $497K
American Institute for Advanced Investment Management, LLP 0.32% Reduce -8.3% 11,478 $491K
Banco Santander, S.A. 0.00% Add +19.6% 11,437 $489K
Chicago Partners Investment Group LLC 0.01% Add +6.5% 11,033 $486K
Plan Group Financial, LLC 0.13% Reduce -77.8% 11,287 $483K
Howard Capital Management Group, LLC 0.03% Reduce -0.1% 11,200 $479K
Triumph Capital Management 0.13% Reduce -12.7% 11,180 $478K
Richard P Slaughter Associates Inc 0.10% Reduce -15.3% 11,158 $477K
Lincoln Capital Corp. 0.17% No change 11,143 $477K
Integrated Investment Consultants, LLC 0.08% No change 11,040 $472K
Redwood Investment Management, LLC 0.05% Reduce -8.4% 11,028 $472K
Retirement Planning Group, LLC 0.02% No change 10,761 $460K
REAP Financial Group, LLC 0.10% Reduce -10.0% 10,748 $460K
Partners Wealth Management, LLC 0.45% New 10,722 $459K
Smith, Moore & Co. 0.04% No change 10,704 $458K
Meritage Portfolio Management 0.03% Reduce -2.5% 10,651 $456K
Leo Wealth, LLC 0.06% Reduce -0.3% 10,598 $453K
KPP Advisory Services LLC 0.07% Add +9.9% 10,550 $451K
Burney Co./ 0.01% No change 10,484 $449K
Main Street Financial Solutions, LLC 0.03% Reduce -3.2% 10,427 $446K
Perigon Wealth Management, LLC 0.01% Add +4.8% 10,272 $440K
Evanson Asset Management, LLC 0.02% No change 10,235 $438K
WealthPlan Investment Management, LLC 0.03% No change 10,206 $437K
Cannon Financial Strategists, Inc. 0.06% No change 10,188 $436K
Latitude Advisors, LLC 0.20% Add +10.8% 10,138 $434K
McAdam, LLC 0.02% Add +8.3% 10,131 $434K
Asset Dedication, LLC 0.03% No change 10,110 $433K
Willis Johnson & Associates, Inc. 0.03% Add +41.1% 10,039 $430K
Quest 10 Wealth Builders, Inc. 0.40% Reduce -10.9% 10,037 $429K
Empower Advisory Group, LLC 0.00% Add +4.2% 10,036 $429K
4WEALTH Advisors, Inc. 0.40% Reduce -3.2% 10,033 $429K
Bravias Capital Group, LLC 0.29% Add +1.1% 10,018 $429K
Nicholas Hoffman & Company, LLC. 0.01% No change 9,989 $427K
Advisors Capital Management, LLC 0.01% No change 9,899 $424K
Prasad Wealth Partners, LLC 0.12% No change 9,849 $421K
Colonial River Investments, LLC 0.15% Reduce -2.9% 9,748 $417K
Keel Point, LLC 0.03% Reduce -0.4% 9,742 $417K
Investments & Financial Planning, LLC 0.22% Reduce -16.1% 9,705 $415K
Claro Advisors Inc. 0.06% Reduce -2.9% 9,700 $415K
American Trust 0.04% Add +73.3% 9,698 $415K
Sensible Money, LLC 0.14% No change 9,696 $415K
Transce3nd, LLC 3.69% Reduce -39.6% 10,343 $413K
Portland Financial Advisors Inc 0.88% Add +14.8% 9,616 $411K
Financial Management Network Inc. 0.07% New 9,398 $411K
Tme Financial, Inc. 0.30% Reduce -1.3% 9,428 $403K
GW&K Investment Management, LLC 0.00% Add +2613.0% 9,414 $403K
Kelly Financial Services LLC 0.10% Add +38.8% 9,406 $403K
Vermillion & White Wealth Management Group, LLC 0.23% Add +5.3% 9,389 $402K
MBL Wealth, LLC 0.04% Reduce -4.3% 9,375 $401K
FSA Advisors, Inc. 0.32% Add +6.4% 9,349 $400K
Moisand Fitzgerald Tamayo, LLC 0.05% Reduce -1.0% 9,319 $399K
Annex Advisory Services, LLC 0.01% Reduce -6.3% 9,263 $396K
MJT & Associates Financial Advisory Group, Inc. 0.32% Reduce -22.9% 9,223 $395K
Cutler Investment Counsel LLC 0.04% No change 9,213 $394K
MSH Capital Advisors LLC 0.10% Reduce -19.0% 9,101 $389K
Orleans Capital Management Corp. 0.25% Reduce -7.5% 9,050 $387K
Cypress Financial Planning LLC 0.12% Add +1.5% 9,047 $387K
Clarity Capital Advisors, LLC 0.21% No change 9,016 $386K
Urban Financial Advisory Corp 0.18% Add +228.1% 9,014 $386K
Nations Financial Group Inc, /Ia/ 0.02% No change 8,970 $384K
CENTRAL TRUST Co 0.01% Add +2654.2% 8,951 $383K
Clark Capital Management Group, Inc. 0.00% New 8,904 $381K
Midwest Trust Co 0.00% New 8,775 $375K
United Advisor Group, LLC 0.05% Add +5.9% 8,763 $375K
Naples Global Advisors, LLC 0.03% No change 8,755 $375K
Focus Financial Network, Inc. 0.01% Add +21.5% 8,741 $374K
Veery Capital, LLC 0.12% No change 8,709 $373K
Azimuth Capital Investment Management LLC 0.01% No change 8,701 $372K
Diversified Enterprises, LLC 0.03% Reduce -0.1% 8,692 $372K
Madden Advisory Services, Inc. 0.16% No change 8,661 $371K
Alta Wealth Advisors LLC 0.13% Add +1.0% 8,582 $367K
Mach-1 Financial Group, LLC 0.06% New 8,573 $367K
Integrity Advisory Solutions, LLC 0.06% — 8,573 $367K
Two Sigma Securities, LLC 0.05% New 8,548 $366K
Impact Partnership Wealth, LLC 0.05% Add +65.5% 8,489 $363K
Mittelman Wealth Management 0.24% Reduce -30.3% 8,409 $360K
Argent Trust Co 0.01% Reduce -0.9% 8,403 $360K
First Horizon Corp. 0.02% — 8,378 $358K
Financial Strategies Group, Inc. 0.07% Reduce -1.6% 8,195 $358K
Quantum Financial Planning Services, Inc. 0.14% New 8,321 $356K
Capital Advisory Group Advisory Services, LLC 0.11% Add +31.9% 8,275 $354K
OMNI 360 Wealth, Inc. 0.20% Reduce -1.3% 8,267 $354K
Freedom Investment Management, Inc. 0.09% Reduce -72.6% 8,222 $352K
Accel Wealth Management 0.10% Reduce -4.5% 8,172 $350K
Vanguard Group Inc. 0.00% Reduce -5.2% 8,129 $348K
Buck Wealth Strategies, LLC 0.05% Add +1.9% 8,124 $348K
Prosperity Financial Group, Inc. 0.13% Reduce -2.7% 8,118 $347K
Providence Financial Advisors, LLC 0.33% — 8,090 $346K
Valeo Financial Advisors, LLC 0.01% Reduce -6.8% 13,796 $346K
Strategic Investment Advisors / MI 0.03% Add +28.3% 8,027 $343K
Journey Strategic Wealth LLC 0.01% Reduce -51.6% 8,017 $343K
Mission Wealth Management, LP 0.01% New 8,016 $343K
Liberty Capital Management, Inc. 0.06% No change 8,012 $343K
Uptick Partners, LLC 0.09% No change 7,931 $339K
Formidable Asset Management, LLC 0.05% Add +0.1% 8,346 $338K
Fiduciary Trust Co 0.00% No change 7,780 $333K
HM Payson & Co. 0.00% No change 7,764 $332K
SFG Wealth Management, LLC. 0.14% Reduce -1.6% 7,763 $332K
OLIO Financial Planning 0.10% No change 7,758 $332K
Copley Financial Group, Inc. 0.23% Reduce -7.0% 7,737 $331K
Signaturefd, LLC 0.01% Reduce -0.2% 7,680 $329K
Cassaday & Co Wealth Management LLC 0.01% No change 7,667 $328K
Soltis Investment Advisors LLC 0.02% New 7,647 $327K
WNY Asset Management, LLC 0.03% Reduce -2.7% 7,614 $326K
MinichMacGregor Wealth Management, LLC 0.06% New 7,576 $324K
Forza Wealth Management, LLC 0.12% No change 7,545 $323K
Accurate Wealth Management, LLC 0.04% Add +21.3% 7,530 $322K
M1 Capital Management LLC 0.14% Reduce -2.7% 7,512 $321K
Wealthgarden F.S. LLC 0.23% New 7,348 $321K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 7,500 $321K
Wealth Quarterback LLC 0.12% Reduce -0.5% 7,469 $320K
Keebeck Wealth Management 0.04% No change 7,422 $318K
Edgestream Partners, L.P. 0.01% New 7,371 $315K
Cantor Fitzgerald Investment Advisors L.P. 0.02% Reduce -20.0% 7,368 $315K
GWN Securities Inc. 0.07% Reduce -17.5% 7,358 $315K
Austin Wealth Management, LLC 0.05% Reduce -1.1% 7,247 $314K
Stonehearth Capital Management, LLC 0.12% No change 7,322 $313K
MA Private Wealth 0.05% No change 7,240 $310K
Maripau Wealth Management LLC 0.16% Add +29.6% 7,234 $310K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +4.1% 7,225 $309K
SBI Securities Co., Ltd. 0.01% Add +28.0% 7,173 $307K
Morton Brown Family Wealth, LLC 0.09% No change 7,166 $307K
REDW Wealth LLC 0.12% No change 7,158 $306K
Apollon Financial, LLC 0.05% Add +1.1% 7,048 $302K
Meridian Financial Advisors, LLC 0.17% Add +11.0% 7,018 $300K
Ellevest, Inc. 0.04% No change 7,014 $300K
Gibson Capital, LLC 0.06% No change 7,002 $300K
Fortress Wealth Management, Inc. 0.13% Reduce -6.5% 7,000 $300K
Moors & Cabot, Inc. 0.01% No change 7,000 $300K
Synergy Investment Management, LLC 0.11% Reduce -16.4% 6,997 $299K
SlateStone Wealth, LLC 0.03% Add +0.4% 6,944 $297K
New Perspectives, Inc 0.13% Reduce -0.1% 6,940 $297K
Premier Path Wealth Partners, LLC 0.04% No change 6,909 $296K
Retirement Investment Advisors, Inc. 0.02% No change 6,905 $295K
Shaker Investments LLC 0.12% Add +2.6% 6,896 $295K
Smith Salley Wealth Management 0.02% No change 6,880 $294K
MB Generational Wealth, LLC 0.19% — 6,875 $294K
Checchi Capital Advisers, LLC 0.02% No change 6,872 $294K
Anson Capital, Inc. 0.22% Add +0.4% 6,855 $293K
Yoffe Investment Management, LLC 0.38% No change 6,841 $293K
Johnson Investment Counsel Inc. 0.00% Add +20.0% 6,820 $292K
Linscomb Wealth, Inc. 0.01% Reduce -2.2% 6,805 $291K
Brian Low Financial Group, LLC 0.23% Add +13.9% 6,797 $291K
Wealthspire Advisors, LLC 0.00% Add +22.5% 6,782 $290K
Capital Advisors Inc. 0.00% New 6,779 $290K
Baker Avenue Asset Management, LP 0.01% No change 6,769 $290K
FSA Wealth Management LLC 0.11% Reduce -1.8% 6,729 $288K
J2 Capital Management Inc 0.22% New 6,727 $288K
One Wealth Capital Management, LLC 0.13% Add +18.0% 6,726 $288K
HMV Wealth Advisors, LLC 0.16% No change 6,705 $287K
Lodestone Wealth Management LLC 0.13% Reduce -0.4% 6,683 $286K
Catalyst Financial Partners LLC 0.03% Reduce -2.8% 6,669 $285K
King Wealth Management Group 0.04% No change 6,657 $285K
Mather Group, Llc. 0.00% Reduce -2.9% 6,633 $284K
Legacy Bridge, LLC 0.12% New 6,585 $282K
Transcend Capital Advisors, LLC 0.02% Add +0.4% 6,582 $282K
Quadrant Capital Group LLC 0.01% No change 6,558 $281K
HUB Investment Partners, LLC 0.01% Add +6.8% 6,557 $281K
K2 Financial Inc. 0.22% Reduce -0.2% 6,497 $277K
Capital Investment Advisory Services, LLC 0.02% Add +16.6% 6,474 $277K
Binnacle Investments Inc 0.16% No change 6,419 $275K
World Equity Group, Inc. 0.06% New 6,407 $274K
Peterson Wealth Management 0.19% No change 6,375 $273K
IVC Wealth Advisors LLC 0.12% Reduce -32.4% 6,374 $273K
Empirical Asset Management, LLC 0.08% Add +27.2% 6,334 $271K
Cannell & Spears LLC 0.01% No change 6,332 $271K
Three Seasons Wealth, LLC 0.03% New 6,323 $271K
Traction Financial Partners, LLC 0.16% Add +8.0% 6,237 $267K
XTX Topco Ltd 0.01% Reduce -46.5% 6,226 $266K
D.A. Davidson & Co. 0.00% Reduce -5.9% 6,146 $263K
Oakwell Private Wealth Management, LLC 0.05% No change 6,124 $262K
Level Wealth Management LLC 0.14% Reduce -55.4% 6,107 $261K
Independence Bank of Kentucky 0.03% No change 6,096 $261K
Wealth Architects, LLC 0.02% No change 6,094 $261K
Bright Futures Wealth Management, LLC. 0.20% — 6,073 $260K
Aviance Capital Partners, LLC 0.03% No change 6,011 $257K
Wolff Financial Management LLC 0.06% No change 5,963 $255K
Van Hulzen Asset Management, LLC 0.02% New 5,959 $255K
GHP Investment Advisors, Inc. 0.01% Add +4.0% 5,882 $252K
Armbruster Capital Management, Inc. 0.04% Add +4.3% 5,835 $250K
Tranquility Partners, LLC 0.08% Reduce -3.0% 5,761 $247K
Flynn Zito Capital Management, LLC 0.09% Reduce -4.1% 5,747 $246K
Cambridge Advisors Inc. 0.05% No change 5,747 $246K
Telos Capital Management, Inc. 0.02% Reduce -8.8% 5,720 $245K
Keystone Financial Services 0.08% Reduce -0.2% 5,718 $245K
Firethorn Wealth Partners, LLC 0.10% Add +2.0% 5,688 $243K
CX Institutional 0.01% Add +2.1% 5,667 $242K
Rockwood Wealth Management, LLC 0.02% No change 5,636 $241K
Oarsman Capital, Inc. 0.03% No change 5,630 $241K
Mayflower Financial Advisors, LLC 0.03% No change 5,624 $240K
Ballast, Inc. 0.06% Reduce -19.5% 5,543 $237K
Spectrum Asset Management, Inc. (NB/CA) 0.08% No change 5,539 $237K
Bourgeon Capital Management LLC 0.04% New 5,535 $237K
Aspen Wealth Management LLC 0.05% No change 5,521 $236K
Cardinal Point Capital Management ULC 0.02% New 5,530 $236K
Petros Family Wealth, LLC 0.20% New 5,508 $236K
Beverly Hills Private Wealth, LLC 0.04% New 5,497 $235K
Visionary Horizons, LLC 0.13% New 5,445 $233K
AssuredPartners Investment Advisors, LLC 0.05% Reduce -0.6% 5,417 $232K
Cullen/Frost Bankers, Inc. 0.00% New 5,384 $230K
Summit Investment Advisory Services, LLC 0.09% Add +5.6% 5,334 $228K
Pine Valley Investments Ltd Liability Co 0.01% Reduce -0.8% 5,285 $226K
Nottingham Advisors, Inc. 0.03% No change 5,278 $226K
JMG Financial Group, Ltd. 0.01% No change 5,271 $226K
Perissos Private Wealth Management, LLC 0.16% Reduce -95.5% 5,245 $224K
Sovran Advisors, LLC 0.02% Reduce -22.1% 5,144 $224K
Per Stirling Capital Management, LLC. 0.03% No change 5,210 $223K
Nicolet Bankshares Inc. 0.04% No change 5,178 $222K
Castleview Partners, LLC 0.12% New 5,175 $221K
Performance Wealth Partners, LLC 0.01% Reduce -32.6% 5,127 $219K
QRG Capital Management, Inc. 0.00% Reduce -15.8% 5,127 $219K
McIlrath & Eck, LLC 0.02% No change 5,087 $218K
DGS Capital Management, LLC 0.04% Reduce -0.1% 5,079 $217K
Richardson Capital Management LLC 0.10% Reduce -49.3% 5,077 $217K
Mustard Seed Financial, LLC 0.14% Reduce -5.2% 5,043 $216K
49 Wealth Management, LLC 0.02% New 5,035 $215K
Fortress Financial Group, LLC 0.16% New 5,027 $215K
Rainier Family Wealth Inc. 0.19% No change 5,000 $214K
Legacy Wealth Managment, LLC 0.10% Reduce -2.5% 4,962 $212K
Financial Futures Ltd Liability Co. 0.10% No change 4,947 $212K
Americana Partners, LLC 0.01% New 4,935 $211K
Liberty Wealth Management LLC 0.03% New 4,920 $211K
Rialto Wealth Management, LLC 0.05% Add +0.2% 4,889 $209K
Schorn Wealth LLC 0.06% New 4,854 $208K
Twin Focus Capital Partners, LLC 0.03% New 4,830 $207K
High Net Worth Advisory Group LLC 0.05% New 4,807 $206K
Falcon Wealth Planning 0.02% New 4,799 $205K
Independent Wealth Network Inc. 0.07% New 4,789 $205K
Manuka Financial, LLC 0.13% New 4,785 $205K
Curi Capital, LLC 0.00% New 4,753 $203K
Fifth Third Securities, Inc. 0.01% New 4,742 $203K
Castle Rock Wealth Management, LLC 0.04% New 4,699 $203K
GK Wealth Management LLC 0.15% New 4,707 $201K
Wilson & Boucher Capital Management, LLC 0.13% New 4,700 $201K
EverSource Wealth Advisors, LLC 0.01% Reduce -49.0% 4,427 $189K
Evolution Wealth Management Inc. 0.18% Add +2.4% 4,098 $175K
Copia Wealth Management 0.13% Reduce -6.2% 4,071 $174K
Winch Advisory Services, LLC 0.04% Add +4.4% 4,067 $174K
Hills Bank & Trust Co 0.01% No change 4,055 $174K
Russell Investments Group, Ltd. 0.00% Reduce -17.5% 3,860 $165K
Orion Capital Management LLC 0.06% No change 3,850 $165K
Founders Financial Alliance, LLC 0.03% Add +18.1% 3,837 $164K
Kilter Group LLC 0.08% Add +0.8% 3,773 $161K
Raffa Wealth Management, LLC 0.03% No change 3,670 $157K
Silver Oak Securities, Incorporated 0.01% Reduce -76.5% 3,332 $143K
Clearstead Trust, LLC 0.02% Reduce -50.0% 3,221 $138K
Arcadia Investment Advisors LLC 0.07% No change 3,215 $138K
Hoese & Co LLP 0.10% No change 3,211 $137K
Angeles Wealth Management, LLC 0.01% No change 3,159 $135K
Westside Investment Management, Inc. 0.02% No change 2,990 $128K
Spire Wealth Management 0.00% No change 2,927 $125K
Morling Financial Advisors, LLC 0.04% No change 2,912 $125K
Guerra Advisors Inc 0.04% New 2,845 $122K
Root Financial Partners, LLC 0.01% New 2,831 $121K
Graney & King, LLC 0.08% No change 2,817 $121K
Coston, McIsaac & Partners 0.03% No change 2,813 $120K
Addison Advisors LLC 0.03% No change 2,780 $119K
Evermay Wealth Management LLC 0.01% No change 2,663 $114K
Front Row Advisors LLC 0.04% No change 2,647 $113K
Abound Wealth Management 0.03% Add +0.3% 2,586 $111K
Ameritas Advisory Services, LLC 0.01% Reduce -61.3% 2,463 $105K
Sunbelt Securities, Inc. 0.01% Add +319.0% 2,271 $97K
MeadowBrook Investment Advisors LLC 0.08% No change 2,270 $97K
Harbor Asset Planning, Inc. 0.08% No change 2,214 $95K
Financial Gravity Asset Management, Inc. 0.02% — 2,206 $94K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,184 $93K
Clear Investment Research, LLC 0.12% No change 2,158 $92K
Webster Bank, N. A. 0.01% No change 2,153 $92K
WealthCollab, LLC 0.04% No change 2,100 $90K
Accent Capital Management, LLC 0.04% No change 2,000 $86K
VSM Wealth Advisory, LLC 0.03% No change 1,972 $84K
Operose Advisors LLC 0.02% Add +7.3% 1,941 $83K
American Capital Advisory, LLC 0.04% No change 1,900 $81K
Bogart Wealth, LLC 0.00% No change 1,810 $77K
Ssa Swiss Advisors AG 0.04% No change 1,800 $77K
Rothschild Investment LLC 0.00% No change 1,751 $75K
Barnes Dennig Private Wealth Management LLC 0.07% Add +29.3% 1,579 $68K
Manchester Capital Management LLC 0.01% New 1,571 $67K
Valley Wealth Managers, Inc. 0.00% Reduce -13.8% 1,525 $65K
Marshall & Sterling Wealth Advisors Inc. 0.04% No change 1,499 $64K
Ancora Advisors LLC 0.00% Add +65.5% 1,470 $63K
Northwest Capital Management Inc 0.06% Reduce -47.1% 1,403 $60K
Compass Financial Services Inc 0.03% Add +81.1% 1,387 $59K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -25.0% 1,367 $58K
Tidemark, LLC 0.02% Reduce -19.5% 1,274 $55K
Rogco, LP 0.02% Add +67.0% 1,246 $53K
Qube Research & Technologies Ltd 0.00% Add +74.0% 1,218 $52K
Bare Financial Services, Inc 0.02% No change 1,210 $52K
Cherry Tree Wealth Management, LLC 0.01% No change 1,145 $49K
Strengthening Families & Communities, LLC 0.01% No change 1,103 $47K
Clarity Asset Management, Inc. 0.03% No change 1,093 $47K
WPG Advisers, LLC 0.03% Reduce -5.6% 1,039 $44K
Covestor Ltd 0.02% Add +20.9% 991 $42K
Stone House Investment Management, LLC 0.01% New 930 $40K
Frazier Financial Advisors, LLC 0.02% Reduce -15.2% 908 $39K
Essential Partners LLC 0.01% No change 874 $37K
MilWealth Group LLC 0.01% No change 851 $36K
Longview Financial Advisors LLC 0.02% New 850 $36K
Pension & Wealth Management Advisors, Inc. 0.01% No change 839 $36K
Bessemer Group Inc. 0.00% Reduce -59.4% 780 $33K
Future Financial Wealth Managment LLC 0.02% No change 745 $32K
Ameriflex Group, Inc. 0.01% Add +100.0% 734 $31K
Woodside Wealth Management LLC 0.02% No change 711 $30K
IMG Wealth Management, Inc. 0.02% No change 689 $29K
Financial Consulate, Inc. 0.00% New 634 $27K
Caldwell Sutter Capital, Inc. 0.01% No change 628 $27K
Beaird Harris Wealth Management, LLC 0.00% No change 624 $27K
FAS Wealth Partners, Inc. 0.00% No change 616 $26K
Sound Income Strategies, LLC 0.00% No change 611 $26K
Oxford Financial Group, LTD. LLC 0.00% Add +1.5% 615 $26K
GGM Financial LLC 0.01% New 610 $26K
Rossby Financial, LCC 0.01% Add +166.1% 572 $25K
Toth Financial Advisory Corp. 0.00% New 544 $23K
Hanson & Doremus Investment Management 0.00% No change 510 $22K
ORG Partners LLC 0.00% Reduce -21.3% 503 $22K
Horizons Wealth Management 0.01% No change 498 $21K
Federation des caisses Desjardins du Quebec 0.00% No change 469 $20K
National Bank of Canada 0.00% New 450 $19K
Mma Asset Management LLC 0.01% New 445 $19K
Turning Point Benefit Group, Inc. 0.01% New 438 $19K
Valued Wealth Advisors LLC 0.01% No change 422 $18K
Crewe Advisors LLC 0.00% Reduce -43.9% 412 $18K
AllSquare Wealth Management LLC 0.01% No change 410 $18K
Davis Capital Management 0.01% — 404 $17K
Tower View Wealth Management LLC 0.01% No change 389 $17K
Tsfg, LLC 0.00% Reduce -21.3% 370 $16K
Global Wealth Strategies & Associates 0.00% No change 369 $16K
Arlington Trust Co LLC 0.00% No change 354 $15K
Topsail Wealth Management, LLC 0.00% New 349 $15K
Redwood Park Advisors LLC 0.01% No change 345 $15K
Caldwell Trust Co 0.00% No change 336 $14K
Blue Trust, Inc. 0.00% Reduce -60.5% 332 $14K
Tower Research Capital LLC (TRC) 0.00% Reduce -36.5% 305 $13K
Pflug Koory, LLC 0.01% No change 260 $11K
MassMutual Private Wealth & Trust, FSB 0.00% No change 259 $11K
Reyes Financial Architecture, Inc. 0.01% No change 243 $10K
Quaker Wealth Management, LLC 0.00% No change 241 $10K
Salem Investment Counselors Inc. 0.00% Add +132.6% 207 $9K
Cornerstone Planning Group LLC 0.00% New 372 $9K
Oakworth Capital, Inc. 0.00% No change 192 $8K
Anfield Capital Management, LLC 0.00% No change 187 $8K
True Wealth Design, LLC 0.00% New 160 $7K
Main Street Group, LTD 0.00% No change 159 $7K
Steigerwald, Gordon & Koch Inc. 0.00% New 157 $7K
FWL Investment Management, LLC 0.00% No change 151 $6K
Vermillion Wealth Management, Inc. 0.00% Add +7.7% 140 $6K
Center for Financial Planning, Inc. 0.00% No change 124 $5K
Maryland Capital Advisors Inc. 0.00% No change 117 $5K
Hantz Financial Services, Inc. 0.00% Add +39.6% 127 $5K
Darwin Wealth Management, LLC 0.00% Reduce -5.1% 111 $5K
Winnacle Wealth LLC 0.00% New 102 $4K
Fiduciary Advisors, Inc. 0.00% No change 100 $4K
Wilmington Savings Fund Society, FSB 0.00% Reduce -99.8% 100 $4K
United Community Bank 0.00% New 94 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 94 $4K
Archer Investment Corp 0.00% Reduce -49.7% 89 $4K
MTM Investment Management, LLC 0.00% No change 62 $3K
Tradewinds Capital Management, LLC 0.00% No change 44 $2K
RMG Wealth Management LLC 0.00% New 40 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 37 $2K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 34 $1K
MPWM Advisory Solutions, LLC 0.00% Add +500.0% 30 $1K
Private Wealth Asset Management, LLC 0.00% No change 30 $1K
Decker Retirement Planning Inc. 0.00% No change 22 $941
Hoey Investments, Inc. 0.00% No change 21 $899
Activest Wealth Management 0.00% New 16 $685
10Elms LLP 0.00% No change 12 $513
Maseco LLP 0.00% New 11 $471
Cape Investment Advisory, Inc. 0.00% Reduce -99.8% 11 $465

"% 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.