Ste STR SPDR PT DW Eu ETFSPDWETF

13F holders, Q4 2025 (December 31)
1,164holders +95
69new positions
44sold out
3famous investors
$44.42avg. 13F price*

At the end of Q4 2025, 1,164 institutions reported holding Ste STR SPDR PT DW Eu ETF (SPDW) in their 13F filings, up 95 from Q3 2025. 69 opened new positions and 44 sold out. The largest holders were Creative Planning ($5.6B), Financial Engines Advisors L.L.C. ($2.5B) and LPL Financial LLC ($1.7B). 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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions69$252.2M
Exits44$103.7M

All 13F filers, Q3 2025 → Q4 2025: 53,840,629 shares bought and 12,472,905 shares sold, net +41,367,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,164 holders

Creative Planning 3.98% Add +11.0% 125,134,437 $5.6B
Financial Engines Advisors L.L.C. 4.81% Reduce -2.2% 57,217,193 $2.5B
LPL Financial LLC 0.45% Add +9.7% 37,343,862 $1.7B
Allworth Financial LP 5.44% Add +0.3% 29,790,838 $1.3B
Auto-Owners Insurance Co 18.31% Add +28.9% 19,637,666 $872.1M
Cwm, LLC 1.87% Add +6.1% 15,520,557 $689.3M
Tiaa Trust, National Association 1.45% Reduce -0.3% 13,595,368 $603.8M
Morgan Stanley 0.03% Add +16.9% 11,915,888 $529.2M
State Street Corp. 0.01% Add +43.4% 8,457,483 $375.6M
UBS Group AG 0.07% Reduce -0.2% 8,396,055 $372.9M
Envestnet Asset Management Inc. 0.10% Add +8.1% 7,967,012 $353.8M
Betterment LLC 0.63% Reduce -1.1% 7,414,696 $329.3M
Bank of America Corp. 0.02% Add +16.3% 6,962,463 $309.2M
Vantagepoint Investment Advisers LLC 2.26% Reduce -3.0% 6,326,017 $280.9M
Commonwealth Equity Services, LLC 0.34% Reduce -0.2% 5,711,513 $253.6M
Stifel Financial Corp. 0.21% Add +10.5% 5,294,541 $235.1M
Horizon Investments, LLC 2.70% Reduce -2.3% 4,805,656 $213.4M
Mariner, LLC 0.25% Add +4.7% 4,659,049 $206.9M
Osaic Holdings, Inc. 0.30% Reduce -9.5% 4,584,236 $203.6M
Stadion Money Management, LLC 15.86% Reduce -7.5% 4,406,021 $195.7M
Advisory Alpha, LLC 5.18% Reduce -1.0% 4,283,987 $190.3M
Benjamin Edwards Inc. 1.98% Add +8.9% 4,024,099 $178.7M
HighTower Advisors, LLC 0.19% Add +10.0% 3,959,509 $175.8M
Strategies Wealth Advisors, LLC 15.87% Add +5.7% 3,566,337 $158.4M
Raymond James Financial Inc. 0.04% Reduce -9.2% 3,095,682 $137.5M
Clearstead Advisors, LLC 1.71% Add +3.1% 3,041,981 $135.1M
Pathstone Holdings, LLC 0.50% Reduce -2.2% 2,922,308 $129.8M
Ameriprise Financial Inc. 0.03% Reduce -5.0% 2,748,052 $122.0M
Envestnet Portfolio Solutions, Inc. 0.41% Add +24.1% 2,658,878 $118.1M
AlphaCore Capital LLC 2.58% Add +159.3% 2,585,522 $114.8M
Equitable Holdings, Inc. 0.79% Add +9.3% 2,585,420 $114.8M
Northwestern Mutual Wealth Management Co. 0.07% Add +2.0% 2,543,461 $113.0M
Sei Investments Co. 0.10% Add +0.5% 2,306,902 $102.4M
JNBA Financial Advisors 8.76% Add +7.7% 2,257,447 $100.3M
GeoWealth Management, LLC 3.65% Add +3.9% 2,231,870 $99.1M
Assetmark, Inc. 0.20% Add +18.1% 2,228,613 $99.0M
Gradient Investments LLC 1.54% Add +2.7% 2,185,934 $97.1M
Cetera Investment Advisers 0.10% Add +7.2% 2,151,393 $95.5M
McNamara Financial Services, Inc. 18.09% Reduce -1.2% 2,147,540 $95.4M
Advocacy Wealth Management, LLC 3.90% Add +5.1% 2,099,432 $93.2M
Wealth Enhancement Advisory Services, LLC 0.12% Add +8.8% 2,018,443 $92.0M
Axxcess Wealth Management, LLC 1.63% Add +1.8% 2,054,436 $91.2M
Capital Asset Advisory Services LLC 3.63% Add +1.6% 1,982,606 $90.4M
Private Advisor Group, LLC 0.42% Reduce -3.6% 2,013,003 $89.4M
AlphaStar Capital Management, LLC 6.42% Add +8.5% 1,969,682 $87.5M
Truist Financial Corp. 0.11% Add +180.1% 1,926,884 $85.6M
Royal Bank of Canada 0.01% Add +8.2% 1,880,757 $83.5M
Exchange Traded Concepts, LLC 0.69% Add +10.9% 1,875,811 $83.3M
Savant Capital, LLC 0.47% Reduce -4.1% 1,875,482 $83.3M
JPMorgan Chase & Co. 0.01% Add +7.8% 1,836,757 $81.6M
MML Investors Services, LLC 0.20% Add +7.2% 1,805,415 $80.2M
Vicus Capital 5.98% Add +41.4% 1,793,895 $79.7M
Schneider Downs Wealth Management Advisors, LP 8.88% Add +2.8% 1,774,091 $78.8M
Wells Fargo & Company 0.02% Add +9.3% 1,771,242 $78.7M
Park Avenue Securities LLC 0.65% Add +11.4% 1,731,970 $76.9M
Confluence Investment Management LLC 1.09% Add +11.1% 1,637,282 $72.7M
Peterson Wealth Advisors, LLC 9.64% Add +0.8% 1,627,905 $72.3M
Corient Private Wealth LP 0.10% Add +146.1% 1,621,611 $72.0M
Halbert Hargrove Global Advisors, LLC 3.38% Add +0.3% 1,588,335 $70.5M
Susquehanna International Group, LLP 0.09% New 1,514,657 $67.3M
HighPoint Advisor Group LLC 1.44% New 1,474,931 $65.5M
Rockefeller Capital Management L.P. 0.12% Add +2.9% 1,460,149 $64.8M
Cambridge Investment Research Advisors, Inc. 0.17% Add +4.3% 1,443,886 $64.1M
Facet Wealth, Inc. 1.10% Reduce -5.8% 1,316,376 $62.3M
Truefg, LLC 16.51% Reduce -0.5% 1,385,208 $61.5M
Dakota Wealth Management 1.09% Add +11.9% 1,381,548 $61.4M
Alliancebernstein L.P. 0.02% Reduce -31.1% 1,290,142 $57.3M
Wealthcare Advisory Partners LLC 1.11% Add +0.7% 1,273,831 $56.6M
Thrivent Financial for Lutherans 0.10% Add +2133.1% 1,236,446 $55.0M
Cerity Partners LLC 0.08% Add +114.4% 1,234,103 $54.8M
Stratos Wealth Partners, LTD. 0.61% Add +2.1% 1,211,625 $53.8M
CGN Advisors LLC 4.17% Add +11.3% 1,185,872 $52.7M
Lifeworks Advisors, LLC 6.56% Add +10.2% 1,140,637 $50.7M
Walkner Condon Financial Advisors LLC 6.93% Add +31.6% 1,123,883 $49.9M
Greenleaf Trust 0.45% Add +980.5% 1,116,681 $49.6M
Clearwater Capital Advisors, LLC 4.08% Reduce -0.4% 1,103,199 $49.0M
Diversify Wealth Management, LLC 2.24% Add +31.9% 1,046,118 $48.0M
Summit Global Investments 2.81% Add +44.1% 1,069,063 $47.5M
Global Strategic Investment Solutions, LLC 4.49% Reduce -1.5% 1,035,338 $46.0M
Boston Standard Wealth Management, LLC 7.27% Add +1.1% 991,592 $44.0M
Global Retirement Partners, LLC 0.77% Add +4.8% 977,517 $43.4M
Brio Consultants, LLC 5.61% Add +3.5% 972,284 $43.2M
Integrated Wealth Concepts LLC 0.50% Reduce -13.5% 940,148 $41.8M
Reston Wealth Management LLC 12.61% Add +2.6% 928,458 $41.2M
Select Equity Group, L.P. 0.19% New 907,211 $40.3M
KWB Wealth 3.78% Reduce -6.1% 899,712 $40.0M
Ballentine Partners, LLC 0.55% Reduce 0.0% 886,952 $39.4M
Goodman Financial Corp 6.88% Add +1.4% 818,239 $36.3M
MAI Capital Management 0.21% Add +0.2% 815,024 $36.2M
Garrett Wealth Advisory Group, LLC 6.81% Add +2.4% 811,349 $36.0M
Austin Private Wealth, LLC 2.66% Add +23.6% 798,373 $35.5M
IFP Advisors, Inc 0.79% Reduce -1.5% 794,588 $35.3M
Aptus Capital Advisors, LLC 0.30% Add +22.2% 788,646 $35.0M
ProVise Management Group, LLC 2.49% Add +0.6% 788,304 $35.0M
Meeder Advisory Services, Inc. 1.49% Reduce -2.7% 780,026 $34.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -6.0% 772,680 $34.3M
Knightsbridge Asset Management, LLC 5.50% Add +0.2% 763,025 $33.9M
Geneos Wealth Management Inc. 0.82% Add +4.4% 755,317 $33.5M
Blueprint Investment Partners LLC 3.59% Reduce -5.0% 754,887 $33.5M
Compton Financial Group, LLC 7.58% Add +4.3% 753,891 $33.5M
Landmark Wealth Management, Inc. 12.60% Add +11.7% 751,303 $33.4M
Concord Wealth Partners 4.28% Add +6.1% 740,978 $32.9M
Concord Asset Management, LLC 5.58% Add +4.2% 725,152 $32.2M
Auour Investments LLC 10.21% Add +9.8% 722,775 $32.1M
First Heartland Consultants, Inc. 2.43% Add +25.9% 721,548 $32.0M
Rinkey Investments 7.83% Reduce -4.2% 694,494 $30.8M
ERn Financial, LLC 5.71% Add +0.9% 684,153 $30.4M
Higgins & Schmidt Wealth Strategies LLC 14.35% Add +3.1% 682,158 $30.3M
Signature Estate & Investment Advisors LLC 0.61% Reduce -4.1% 677,819 $30.1M
SigFig Wealth Management, LLC 0.88% Add +5.6% 664,539 $29.6M
Beacon Pointe Advisors, LLC 0.21% Add +61.4% 658,052 $29.2M
Flagstone Financial Management 7.49% Reduce -1.0% 657,191 $29.2M
Apella Capital, LLC 0.57% Add +7.7% 648,230 $28.8M
Bank of New York Mellon Corp 0.00% Reduce -80.2% 629,645 $28.0M
US Bancorp \de 0.03% Reduce -35.0% 628,166 $27.9M
NewEdge Advisors, LLC 0.10% Add +11.7% 622,753 $27.7M
RFG - Bristol Wealth Advisors, LLC 7.55% Add +0.4% 610,134 $27.1M
N.E.W. Advisory Services LLC 1.99% Add +21.9% 606,636 $26.9M
Wealth Advisors of Iowa, LLC 8.74% Add +491.8% 599,350 $26.6M
Ausdal Financial Partners, Inc. 1.23% Add +4.2% 596,228 $26.5M
Atlas Private Wealth Advisors 6.15% Add +8.4% 592,941 $26.3M
Second Line Capital, LLC 5.41% Add +1.5% 592,352 $26.3M
Arax Advisory Partners 0.76% New 588,550 $26.1M
Orion Porfolio Solutions, LLC 0.19% Add +9.2% 581,141 $25.8M
Pure Financial Advisors, LLC 0.38% Reduce -1.9% 577,520 $25.6M
Astoria Portfolio Advisors LLC. 5.75% Add +22.3% 514,403 $25.3M
Headland Capital, LLC 7.02% Add +1.1% 567,881 $25.2M
Hobbs Group Advisors, LLC 7.47% Reduce -0.9% 557,101 $24.7M
Goldman Sachs Group Inc. 0.00% Add +6.4% 555,712 $24.7M
Fiduciary Alliance LLC 1.60% Add +7.5% 550,098 $24.4M
BlackRock, Inc. 0.00% Add +86.7% 548,765 $24.4M
Treasure Coast Financial Planning 12.94% Add +0.3% 548,722 $24.4M
GM Advisory Group, LLC 0.95% Add +46.1% 544,260 $24.2M
Brighton Securities Corp. 11.84% Add +3.7% 540,176 $24.0M
Procyon Advisors, LLC 1.16% Add +2.7% 529,627 $23.5M
Proffitt & Goodson Inc. 3.27% Reduce -2.1% 527,624 $23.4M
JDM Financial Group LLC 9.07% Add +19.7% 654,429 $23.4M
Kingswood Wealth Advisors, LLC 1.13% Add +378.1% 524,179 $23.3M
Focus Partners Wealth 0.03% Add +27.9% 498,287 $22.1M
St Germain D J Co. Inc. 0.85% Add +3.6% 493,599 $21.9M
Waverly Advisors, LLC 0.17% Add +9.2% 476,080 $21.1M
Merit Financial Group, LLC 0.17% Add +89.4% 463,573 $20.6M
Leicht Financial Planning & Wealth Management, Inc. 9.11% Reduce -0.8% 458,676 $20.4M
Snowden Capital Advisors LLC 0.52% Add +4.5% 448,086 $19.9M
Farther Finance Advisors, LLC 0.21% Add +8.3% 443,857 $19.7M
Debussy Capital Management LP 2.66% Add +19.1% 441,270 $19.6M
Valmark Advisers, Inc. 0.24% Reduce -0.7% 439,445 $19.5M
Tennessee Valley Asset Management Partners 2.43% Add +5.8% 422,792 $18.8M
Diversify Advisory Services, LLC 0.59% Add +8.4% 402,443 $18.6M
RFG Advisory, LLC 0.34% Reduce -1.3% 412,116 $18.3M
Fidelity D & D Bancorp Inc. 7.81% Reduce -5.2% 407,041 $18.1M
JT Stratford LLC 2.29% Reduce -30.5% 400,327 $17.8M
Mason & Associates, LLC 4.04% Reduce -0.6% 400,124 $17.8M
Values Added Financial LLC 7.47% Add +0.9% 398,570 $17.7M
Atria Investments, Inc 0.20% Reduce -2.6% 396,652 $17.6M
IHT Wealth Management, LLC 0.43% Reduce -1.6% 394,802 $17.6M
Blueprint Financial Advisors LLC 2.61% Reduce -4.0% 385,458 $17.1M
Bank Hapoalim BM 1.53% No change 384,000 $17.1M
Palatine Hill Wealth Management, LLC 13.49% — 376,695 $16.7M
IAG Wealth Partners, LLC 1.94% Add +2.1% 376,541 $16.7M
Strategic Financial Planning, Inc. 9.38% Add +1.0% 371,396 $16.5M
Portside Wealth Group, LLC 2.23% Add +12.2% 371,006 $16.5M
Advyzon Investment Management, LLC 1.90% Add +7.6% 368,327 $16.4M
Wrapmanager Inc. 5.53% Reduce -2.9% 368,187 $16.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.98% Add +6.1% 367,438 $16.3M
Rodgers & Associates, LTD 1.65% Add +1.2% 366,668 $16.3M
Capital Investment Management, Inc. 5.69% — 366,546 $16.3M
Belpointe Asset Management LLC 0.59% Add +45.5% 364,758 $16.2M
Abound Financial, LLC 6.26% Reduce -5.6% 364,087 $16.2M
Moss Adams Wealth Advisors LLC 1.16% Reduce -5.9% 361,379 $16.0M
Kestra Advisory Services, LLC 0.07% Add +15.1% 357,300 $15.9M
Moneco Advisors, LLC 1.23% Add +19.6% 349,607 $15.5M
Plante Moran Financial Advisors, LLC 0.98% Reduce -2.4% 349,598 $15.5M
Seeds Investor LLC 2.98% Add +12.4% 349,515 $15.5M
SCS Capital Management LLC 0.16% No change 349,062 $15.5M
Comerica Bank 0.06% Reduce -1.6% 342,022 $15.2M
Scotia Capital Inc. 0.06% Add +7.4% 333,823 $14.8M
Invenio Wealth Partners LLC 5.50% Reduce -4.4% 333,280 $14.8M
Probity Advisors, Inc. 2.36% Add +3.0% 331,650 $14.7M
Cary Street Partners Financial LLC 0.36% Reduce -7.6% 327,354 $14.5M
Gibbs Wealth Management 3.50% Reduce -3.8% 315,518 $14.5M
Strategic Financial Partners, Ltd. 6.24% Add +1.7% 324,656 $14.4M
Gradient Capital Advisors, LLC 3.69% Reduce -3.8% 321,999 $14.3M
Millington Financial Advisors, LLC 6.18% Add +41.4% 291,705 $14.0M
Sanctuary Advisors, LLC 0.08% Reduce -1.9% 311,809 $13.8M
O'Connor Financial Group LLC 5.41% Reduce -0.9% 290,400 $13.6M
Sanchez Wealth Management Group 2.87% Add +55.7% 302,504 $13.4M
Aspire Private Capital, LLC 2.97% Add +31.8% 300,216 $13.3M
DORVAL Corp 4.25% Add +1.0% 300,148 $13.3M
Clear Retirement Advice LLC 10.32% — 279,687 $13.3M
Partners in Financial Planning 2.18% Add +1.4% 290,406 $12.9M
Cornerstone Wealth Management, LLC 0.67% Add +8.7% 289,284 $12.8M
Aquire Wealth Advisors, LLC 3.33% Reduce -3.4% 288,204 $12.8M
Cascade Financial Partners, LLC 1.30% Reduce -0.8% 287,779 $12.8M
Waller Financial Planning Group, Inc. 2.83% Reduce -67.8% 287,155 $12.8M
Certified Advisory Corp 1.15% Reduce -14.3% 284,641 $12.6M
Sage Advisory Services, Ltd.Co. 6.85% Add +48.6% 283,259 $12.6M
Roble, Belko & Company, Inc 1.61% Add +0.5% 276,274 $12.3M
Focus Partners Advisor Solutions, LLC 0.15% Add +30.2% 275,440 $12.2M
Boltwood Capital Management 3.18% Reduce -0.5% 275,270 $12.2M
Horizon Financial Services, LLC 5.56% Reduce -0.7% 274,991 $12.2M
FMR LLC 0.00% Add +7.7% 271,428 $12.1M
Tortoise Investment Management, LLC 1.05% Add +9.8% 270,291 $12.0M
Signal Advisors Wealth, LLC 0.95% Add +27.2% 268,205 $11.9M
Vestmark Advisory Solutions, Inc. 0.16% Add +78.2% 267,380 $11.9M
Great Valley Advisor Group, Inc. 0.22% Add +2.4% 262,486 $11.7M
Harbour Investments, Inc. 0.23% Add +15.0% 260,986 $11.6M
BCS Wealth Management 1.17% Add +101.3% 260,348 $11.6M
Modera Wealth Management, LLC 0.13% Add +0.3% 260,131 $11.6M
Kagan Cocozza Asset Management 8.18% Add +2.5% 258,898 $11.5M
Citigroup Inc. 0.01% Reduce -0.0% 255,965 $11.4M
Macco Financial Group, Inc. 9.68% — 253,511 $11.3M
&partners 0.06% Add +268.9% 251,063 $11.1M
Signet Financial Management, LLC 1.23% Reduce -1.7% 247,876 $11.0M
Empowered Funds, LLC 0.19% Add +20.8% 246,417 $10.9M
Collaborative Wealth Managment Inc. 3.82% Add +13.9% 243,839 $10.8M
Brookstone Capital Management 0.12% Reduce -5.4% 242,401 $10.8M
Rosenberg Matthew Hamilton 2.21% Add +0.1% 240,776 $10.7M
Amicus Financial Advisors, LLC 2.96% — 239,423 $10.6M
Marathon Strategic Advisors, LLC 8.12% Reduce -3.5% 239,399 $10.6M
Lifestyle Asset Management, Inc. 3.45% Add +21.3% 238,786 $10.6M
Leslie Global Wealth, LLC 4.75% Add +2.3% 237,593 $10.6M
Financial Planning Fort Collins, LLC 9.24% — 237,065 $10.5M
Great Lakes Advisors, LLC 0.09% Reduce -1.2% 237,009 $10.5M
Foundations Investment Advisors, LLC 0.14% Reduce -2.8% 236,614 $10.5M
Montz Harcus Wealth Management LLC 4.20% Add +4.1% 233,443 $10.4M
NovaPoint Capital, LLC 2.66% Add +2.5% 232,568 $10.3M
AE Wealth Management LLC 0.06% Add +14.3% 232,180 $10.3M
New England Capital Financial Advisors LLC 4.02% Add +3.4% 231,729 $10.3M
Partnership Wealth Management, LLC 7.31% Add +3.1% 228,798 $10.2M
Wrenne Financial Planning LLC 4.08% Reduce -0.6% 225,893 $10.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.24% Add +0.1% 224,221 $10.0M
Security Financial Services, INC. 1.55% Add +2.9% 222,641 $9.9M
Fairfield University 4.95% Reduce -25.3% 221,341 $9.8M
Pecaut & Co. 3.14% Add +7.8% 219,357 $9.7M
Flagship Harbor Advisors, LLC 0.46% Reduce -29.6% 218,941 $9.7M
TPG Financial Advisors, LLC 3.23% Add +15.1% 218,151 $9.7M
Mutual Advisors, LLC 0.21% Add +4.0% 217,111 $9.6M
Collier Financial 7.22% Reduce -4.2% 216,507 $9.6M
Delta Wealth Advisors LLC 7.96% Add +30.0% 214,070 $9.5M
Truepoint, Inc. 0.21% Reduce -1.2% 213,757 $9.5M
Integrated Capital Management, Inc. 6.27% Add +5.1% 212,533 $9.4M
Lanark Financial, Inc. 0.71% Add +13.0% 211,599 $9.4M
Legacy Solutions, LLC 8.18% Reduce -1.2% 209,763 $9.3M
Fort Point Capital Partners LLC 1.12% Add +3.0% 200,771 $9.3M
Valtinson Bruner Financial Planning LLC 2.65% Add +5.4% 207,706 $9.2M
Xena Financial Planning, LLC 10.81% — 207,277 $9.2M
Simplicity Wealth,LLC 0.55% Reduce -16.5% 206,296 $9.2M
Brown Financial Advisory 4.63% Reduce -6.3% 206,217 $9.2M
Orin Green Financial, LLC 3.62% Add +0.2% 203,794 $9.1M
Western Wealth Management, LLC 0.41% Add +22.7% 200,356 $8.9M
Range Advisory, LLC 2.25% — 196,807 $8.7M
Fortitude Financial, LLC 7.40% New 196,375 $8.7M
Atlas Capital Advisors Inc. 0.97% — 195,516 $8.7M
Arete Wealth Advisors, LLC 0.60% Add +4.2% 195,486 $8.7M
WBH Advisory Inc. 0.64% Add +5.4% 194,936 $8.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.13% Reduce -1.5% 193,969 $8.6M
Ignite Planners, LLC 1.32% Reduce -1.1% 183,304 $8.6M
Verus Capital Partners, LLC 0.58% New 193,727 $8.6M
Independent Advisor Alliance 0.20% Add +24.0% 187,950 $8.3M
CSM Advisors, LLC 0.23% Add +10.4% 187,025 $8.3M
Aire Advisors, LLC 1.50% Reduce -2.6% 185,230 $8.2M
Planwiser Financial, LLC 5.98% Add +48.5% 172,894 $8.0M
Salomon & Ludwin, LLC 0.70% Add +9.1% 180,315 $8.0M
Mercer Global Advisors Inc. 0.01% Add +36.4% 179,339 $8.0M
YHB Investment Advisors, Inc. 0.55% Add +27.9% 178,474 $7.9M
Spartan Planning & Wealth Management 5.84% Reduce -5.5% 178,116 $7.9M
IFS Advisors, LLC 4.08% New 176,753 $7.8M
Seven Springs Wealth Group, LLC 2.29% Reduce -0.3% 176,501 $7.8M
Venturi Wealth Management, LLC 0.35% No change 176,445 $7.8M
Cornerstone Financial Group, LLC 5.46% Add +5.3% 176,084 $7.8M
Independent Financial Group, LLC 0.17% Reduce -44.7% 175,913 $7.8M
BIP Wealth, LLC 0.28% Reduce -4.2% 175,870 $7.8M
Rwa Wealth Partners, LLC 0.08% Reduce -2.4% 173,563 $7.7M
Richmond Investment Services, LLC 1.32% Add +11.0% 172,267 $7.7M
Bay Capital Advisors, LLC 4.66% Add +7.1% 171,941 $7.6M
Ironwood Wealth Management, LLC. 2.23% Reduce -1.3% 170,954 $7.6M
CreativeOne Wealth, LLC 0.18% Add +28.8% 170,722 $7.6M
Optimist Retirement Group LLC 3.42% Reduce -0.2% 167,999 $7.5M
Sentinel Pension Advisors, LLC 1.14% Add +5.0% 167,212 $7.4M
Novem Group 0.86% Add +1.9% 166,505 $7.4M
Diligent Investors, LLC 1.81% Reduce -1.6% 165,200 $7.3M
XML Financial, LLC 0.59% Reduce -1.8% 161,830 $7.2M
BayBridge Capital Group, LLC 4.43% Reduce -3.6% 161,000 $7.2M
Luken Investment Analytics, LLC 2.77% Add +0.4% 158,091 $7.0M
Aerodigm Wealth, LLC 2.68% Reduce -4.1% 156,056 $6.9M
Bensler, LLC 0.69% Add +15.2% 155,000 $6.9M
Cresset Asset Management, LLC 0.03% Reduce -0.1% 153,774 $6.8M
Kingsview Wealth Management, LLC 0.10% Reduce -24.6% 153,037 $6.8M
Oregon Pacific Wealth Management, LLC 7.00% Reduce -0.4% 152,585 $6.8M
Battery Global Advisors, LLC 3.14% No change 152,557 $6.8M
Financial Advisory Partners, LLC 1.90% Add +2.4% 152,003 $6.8M
Continuum Advisory, LLC 0.67% Reduce -9.0% 151,589 $6.7M
Insight Advisors, LLC/ PA 1.01% Add +0.9% 150,719 $6.7M
Avior Wealth Management, LLC 0.21% Reduce -2.2% 150,066 $6.7M
Gateway Wealth Partners, LLC 0.74% Add +26.3% 149,353 $6.6M
Fourth Dimension Wealth, LLC 2.37% Add +0.7% 146,525 $6.5M
Convergence Financial, LLC 0.94% Reduce -18.0% 144,636 $6.4M
Quantinno Capital Management LP 0.01% Add +253.2% 143,594 $6.4M
Sheets Smith Wealth Management 0.70% Add +0.8% 143,229 $6.4M
Raleigh Capital Management Inc. 2.30% Add +58.2% 142,944 $6.3M
North Star Asset Management Inc. 0.25% Reduce -2.4% 141,850 $6.3M
Sherman Wealth Management LLC 5.46% — 141,435 $6.3M
Advisory Services Network, LLC 0.09% Add +201.4% 139,549 $6.2M
Vested Financial Planning, LLC 4.71% Add +6.7% 137,745 $6.1M
Red Wave Investments LLC 1.80% Add +2.6% 136,110 $6.0M
Schwallier Wealth Management LLC 3.81% Reduce -5.7% 126,920 $6.0M
Wilkins Miller Wealth Management, LLC 3.54% Reduce 0.0% 133,947 $5.9M
Jones Financial Companies LLLP 0.00% Add +33.2% 133,833 $5.9M
QP Wealth Management, LLC 5.16% — 131,805 $5.9M
Stratos Wealth Advisors, LLC 0.28% Reduce -0.0% 131,436 $5.8M
Yukon Wealth Management, Inc. 3.36% Add +7.0% 122,811 $5.8M
Hughes Financial Services, LLC 0.91% Reduce -0.8% 130,451 $5.8M
Cornerstone Advisors Asset Management, LLC 0.94% Add +1.2% 129,924 $5.8M
Symphony Financial, Ltd. Co. 0.77% Reduce -0.6% 127,823 $5.7M
Benchmark Financial, LLC 5.67% — 128,153 $5.7M
Capital Analysts, LLC 0.16% Add +14.7% 128,150 $5.7M
United Capital Financial Advisors, LLC 0.03% Reduce -7.9% 127,505 $5.7M
Arq Wealth Advisors, LLC 1.53% Reduce -1.9% 127,390 $5.7M
FSB Premier Wealth Management, Inc. 1.75% Reduce -0.4% 124,122 $5.5M
Montis Financial, LLC 1.09% Reduce -3.1% 124,064 $5.5M
Valpey Financial Services, LLC 3.52% Add +0.3% 124,004 $5.5M
Total Clarity Wealth Management, Inc. 1.32% Add +30.1% 122,651 $5.4M
AQR Capital Management 0.00% Add +35.1% 122,357 $5.4M
WealthTrak Capital Management LLC 3.87% Reduce -10.3% 121,596 $5.4M
Occidental Asset Management, LLC 0.65% Reduce -2.7% 121,246 $5.4M
LBMC Investment Advisors, LLC 0.33% Add +1.0% 118,770 $5.3M
Breachway Investments LLC 5.46% — 116,503 $5.2M
Integrity Wealth Solutions LLC 2.04% Add +1.9% 116,092 $5.2M
Smith Thornton Advisors LLC 2.61% Add +3.5% 115,654 $5.1M
Advisor OS, LLC 0.41% Add +41.7% 115,604 $5.1M
Towercrest Capital Management 0.81% Reduce -2.6% 115,195 $5.1M
Vertex Planning Partners, LLC 1.18% Reduce -1.1% 114,648 $5.1M
Heartwood Wealth Advisors LLC 0.47% No change 114,104 $5.1M
Brown Financial Advisors 1.85% Reduce -0.7% 113,902 $5.1M
Tyche Wealth Partners LLC 0.80% Add +10.8% 113,458 $5.0M
Harbor Advisory Corp. 1.51% Reduce -2.0% 112,330 $5.0M
Nwam LLC 0.28% Add +3.7% 109,308 $5.0M
Cary Street Partners Investment Advisory LLC 1.34% Add +151.6% 111,994 $5.0M
Choreo, LLC 0.06% Reduce -5.6% 110,899 $4.9M
International Private Wealth Advisors LLC 3.09% Add +17.0% 110,456 $4.9M
Hirtle & Co., LLC 0.19% Reduce -2.6% 110,407 $4.9M
Ervin Investment Management, LLC 2.73% Add +2.6% 109,553 $4.9M
Tranquilli Financial Advisor LLC 2.82% Reduce -0.7% 109,326 $4.9M
Jane Street Group, LLC 0.01% New 108,156 $4.8M
Visionary Wealth Advisors 0.21% Add +13.3% 107,290 $4.8M
Smartleaf Asset Management LLC 0.18% Add +4.5% 105,562 $4.7M
MIdWestOne Financial Group, Inc. 0.52% Add +16.2% 105,611 $4.7M
Heritage Trust Co 0.47% Reduce -4.3% 104,933 $4.7M
DeDora Capital, Inc. 1.10% No change 104,837 $4.7M
Vista Cima Wealth Management LLC 3.87% Add +1.9% 104,427 $4.6M
Balefire, LLC 0.89% Add +25.3% 103,155 $4.6M
Aspetuck Financial Management LLC 3.07% Add +1.9% 103,080 $4.6M
Trilogy Capital Inc. 0.20% Add +7.8% 102,750 $4.6M
Summit Financial, LLC 0.07% Reduce -3.4% 102,495 $4.6M
SYM FINANCIAL Corp 0.46% Add +47.3% 101,889 $4.5M
rebel Financial LLC 1.92% Add +0.0% 101,204 $4.5M
ORBA Wealth Advisors, L.L.C. 3.89% Reduce -13.0% 100,918 $4.5M
Norway Savings Bank 2.06% Add +0.8% 100,527 $4.5M
Keener Financial Planning LLC 1.93% Reduce -3.4% 100,463 $4.5M
Fidelis Capital Partners, LLC 0.32% No change 99,594 $4.4M
Midwest Financial Network, LLC 3.36% Add +91.6% 98,177 $4.4M
Patriot Financial Group Insurance Agency, LLC 0.52% Add +6.3% 98,175 $4.4M
Oxinas Partners, LLC 2.10% Add +3.3% 98,115 $4.4M
PAX Financial Group, LLC 0.75% Reduce -8.7% 97,762 $4.3M
Colton Groome Financial Advisors, LLC 1.22% Add +0.5% 95,651 $4.2M
Opes Wealth Management LLC 0.72% Add +1.7% 94,862 $4.2M
Financial Insights, Inc. 1.40% Reduce -0.3% 93,872 $4.2M
Novus Advisors, LLC 9.24% Add +20.2% 93,095 $4.1M
Range Financial Group LLC 1.42% Add +7.7% 92,721 $4.1M
HBW Advisory Services LLC 0.44% Reduce -5.3% 92,195 $4.1M
Towerpoint Wealth, LLC 1.62% Reduce -0.8% 91,932 $4.1M
Richardson Financial Services Inc. 1.32% Add +16.1% 91,925 $4.1M
Captrust Financial Advisors 0.01% Add +3.9% 91,498 $4.1M
JRM Investment Counsel, LLC 1.17% Add +1.3% 90,103 $4.0M
Larson Financial Group LLC 0.13% Reduce -8.0% 89,745 $4.0M
Global Endowment Management, LP 0.50% Add +5.2% 89,674 $4.0M
Weitzel Financial Services, Inc. 1.54% Add +12.0% 88,646 $4.0M
EP Wealth Advisors, LLC 0.02% — 89,337 $4.0M
Eclectic Associates Inc. 0.61% Reduce -3.3% 87,991 $3.9M
Venture Visionary Partners LLC 0.13% Reduce -2.5% 87,773 $3.9M
VestGen Advisors, LLC 0.17% Reduce -74.6% 87,595 $3.9M
Alliance Wealth Management Group 0.85% Reduce -3.7% 87,291 $3.9M
YANKCOM Partnership 1.64% No change 86,755 $3.9M
Steele Capital Management, Inc. 0.16% Add +0.4% 86,196 $3.8M
Koshinski Asset Management, Inc. 0.24% Reduce -6.2% 85,590 $3.8M
Northwest Wealth Advisors, LLC 2.95% — 85,281 $3.8M
Patriot Investment Management Group, Inc. 0.24% Add +0.2% 84,361 $3.7M
Legacy Wealth Partners, LLC 0.96% — 83,725 $3.7M
Cooksen Wealth, LLC 2.66% Reduce -0.3% 81,950 $3.6M
Butensky & Cohen Financial Security, Inc. 0.98% Add +1.1% 81,859 $3.6M
Cabot Wealth Management Inc. 0.40% Add +6.2% 81,848 $3.6M
Gladstone Institutional Advisory LLC 0.14% Add +9.4% 81,656 $3.6M
Lowe Brockenbrough & Co. Inc. 0.18% No change 81,222 $3.6M
Private Trust Co. NA 0.31% Reduce -8.0% 80,371 $3.6M
Brown Advisory Inc. 0.00% Add +43.6% 79,860 $3.5M
UNIVEST FINANCIAL Corp 0.19% Reduce -7.4% 79,792 $3.5M
Optima Capital LLC 1.52% New 79,184 $3.5M
G&S Capital LLC 1.24% Add +5.4% 78,785 $3.5M
Puff Wealth Management, LLC 4.52% Add +21.8% 77,866 $3.5M
NBT Bank, N.A. 0.23% Reduce -0.5% 78,186 $3.5M
Global Financial Private Client, LLC 1.22% Add +29.3% 78,099 $3.5M
SOL Capital Management CO 0.31% Add +8.8% 77,850 $3.5M
Paladin Wealth, LLC 2.36% Add +17.7% 77,833 $3.5M
Quent Capital, LLC 0.25% Add +0.9% 77,757 $3.5M
Downshift Financial, LLC 2.11% — 73,221 $3.4M
Idaho Trust Co 1.13% Reduce -11.8% 77,042 $3.4M
Equita Financial Network, Inc. 1.03% Add +0.0% 76,798 $3.4M
American Investment Services, Inc. 0.79% Reduce -4.9% 76,172 $3.4M
Concurrent Investment Advisors, LLC 0.04% Add +31.8% 76,151 $3.4M
Ashton Thomas Private Wealth, LLC 0.08% Add +9.3% 75,868 $3.4M
Parallel Advisors, LLC 0.06% Reduce -6.6% 75,465 $3.4M
World Investment Advisors 0.05% Add +314.4% 75,207 $3.3M
Blair William & Co. 0.01% Add +10.0% 74,507 $3.3M
Virtue Capital Management, LLC 0.51% Add +248.9% 73,092 $3.3M
SkyOak Wealth, LLC 0.59% Add +0.1% 73,878 $3.3M
One Capital Management, LLC 0.10% Add +29.2% 73,176 $3.2M
21 West Wealth Management LLC 2.96% Add +0.8% 73,021 $3.2M
WLTH Capital Management, LLC 2.47% — 65,443 $3.2M
Vista Investment Management 1.05% Add +10.6% 71,619 $3.2M
Northwest Wealth Management, LLC 0.50% Reduce -15.5% 71,467 $3.2M
City National Bank of Florida 2.06% Reduce -1.0% 70,878 $3.1M
Prime Capital Investment Advisors, LLC 0.04% Reduce -3.4% 70,602 $3.1M
Summit Trail Advisors, LLC 0.05% Add +10.3% 69,571 $3.1M
Mattson Financial Services, LLC 0.72% Reduce -6.7% 69,162 $3.1M
OneDigital Investment Advisors LLC 0.03% Reduce -10.6% 68,553 $3.0M
Norden Group LLC 0.30% Reduce -1.3% 68,479 $3.0M
Life Planning Partners, Inc 2.32% Reduce -21.1% 68,210 $3.0M
PNC Financial Services Group, Inc. 0.00% Add +15.4% 68,092 $3.0M
Carroll Advisory Group, LLC 1.29% — 67,095 $3.0M
Savvy Advisors, Inc. 0.10% Add +55.2% 66,518 $3.0M
Thompson David Blair 1.68% — 66,491 $3.0M
JFS Wealth Advisors, LLC 0.17% Reduce -1.3% 65,961 $2.9M
PCG Wealth Advisors, LLC 0.83% Add +18.6% 65,692 $2.9M
Lunt Capital Management, Inc. 1.07% Reduce -2.4% 64,288 $2.9M
Trinity Wealth Management, LLC 1.04% Add +9.1% 63,640 $2.8M
Simon Quick Advisors, LLC 0.12% Reduce -12.2% 63,037 $2.8M
Ascent Group, LLC 0.10% Add +15.1% 62,576 $2.8M
Columbia River Financial Group, LLC 1.70% Add +2.8% 62,273 $2.8M
Walsh & Associates, LLC 2.71% — 61,990 $2.8M
Sowell Financial Services LLC 0.10% Add +2.9% 61,827 $2.7M
Glen Eagle Advisors, LLC 0.37% Reduce -0.7% 61,678 $2.7M
ABLE Financial Group, LLC 0.55% Reduce -0.1% 61,070 $2.7M
Baron Financial Group, LLC 1.45% Reduce -1.1% 60,898 $2.7M
Sharkey, Howes & Javer 0.34% Add +215.2% 60,748 $2.7M
Nicolet Advisory Services, LLC 0.18% Reduce -8.9% 58,053 $2.7M
Forefront Wealth Partners, LLC 1.27% Add +24.0% 60,295 $2.7M
Modern Wealth Management, LLC 0.05% Reduce -40.1% 60,080 $2.7M
FF Advisors,LLC 1.18% Reduce -0.5% 59,813 $2.7M
Breakwater Investment Management 0.96% Reduce -0.2% 59,773 $2.7M
Landmark Wealth Management, LLC 1.01% Reduce -2.7% 59,481 $2.6M
Compound Planning, Inc. 0.08% Add +0.2% 58,785 $2.6M
Chicago Capital, LLC 0.06% Add +190.0% 58,000 $2.6M
Watershed Private Wealth LLC 0.77% Reduce -0.6% 57,846 $2.6M
Kohmann Bosshard Financial Services, LLC 0.23% Reduce -0.0% 57,563 $2.6M
Livet Wealth, LLC 1.56% — 56,930 $2.5M
Opus Capital Group, LLC 0.27% Reduce -0.2% 56,649 $2.5M
Janney Montgomery Scott LLC 0.01% Add +88.1% 55,756 $2.5M
First Manhattan Co. Llc. 0.01% Add +22.6% 55,118 $2.4M
Principal Securities, Inc. 0.04% Add +182.1% 54,891 $2.4M
Perennial Investment Advisors, LLC 0.19% Reduce -0.1% 53,724 $2.4M
United Asset Strategies, Inc. 0.18% Reduce -0.1% 53,688 $2.4M
AdvisorNet Financial, Inc 0.13% Add +1.6% 53,547 $2.4M
Financial Connections Group, Inc. 0.81% Add +0.5% 53,169 $2.4M
Clear Creek Financial Management, LLC 0.19% Add +65.3% 53,147 $2.4M
Alliance Wealth Advisors, LLC 0.51% Reduce -19.6% 53,117 $2.4M
Rockbridge Investment Management, LCC 0.22% Reduce -1.9% 52,544 $2.3M
Andrews Advisory Associates, LLC 1.23% — 52,127 $2.3M
NewEdge Wealth, LLC 0.03% Add +0.0% 52,036 $2.3M
Byrne Financial Freedom, LLC 1.05% Reduce -1.3% 51,595 $2.3M
Gainplan LLC 0.85% Add +1.9% 51,199 $2.3M
Tilson Financial Group, Inc. 0.70% Reduce -0.4% 51,173 $2.3M
Lockerman Financial Group, Inc. 4.31% Add +33.5% 50,591 $2.2M
Financial Network Wealth Advisors LLC 2.31% Add +4.6% 49,852 $2.2M
StoneX Group Inc. 0.10% Add +1.7% 49,487 $2.2M
Wedmont Private Capital 0.08% Add +12.8% 48,358 $2.2M
Bell Bank 0.09% Add +62.8% 49,351 $2.2M
Zhang Financial LLC 0.08% Reduce -1.0% 49,049 $2.2M
ACT Advisors, LLC. 0.86% Reduce -2.7% 48,922 $2.2M
Worth Financial Advisory Group, LLC 1.05% Add +2.7% 48,642 $2.2M
Sherman Asset Management, Inc. 1.82% Reduce -2.8% 48,370 $2.1M
Maridea Wealth Management LLC 0.32% Add +4.9% 48,309 $2.1M
Private Wealth Group, LLC 1.02% Add +2.1% 47,908 $2.1M
Rehmann Capital Advisory Group 0.11% Add +4.4% 47,441 $2.1M
Silverlake Wealth Management LLC 0.47% Add +20.2% 47,365 $2.1M
Investment Partners, LTD. 0.74% Reduce -13.0% 47,329 $2.1M
Sage Mountain Advisors LLC 0.11% No change 47,171 $2.1M
O'shaughnessy Asset Management, LLC 0.01% Add +13.1% 47,100 $2.1M
Outlook Wealth Advisors, LLC 0.47% Add +21.7% 46,648 $2.1M
Apeiron RIA LLC 0.42% Add +6.2% 43,782 $2.1M
Comprehensive Money Management Services LLC 1.41% Reduce -0.2% 46,192 $2.1M
Stablepoint Partners, LLC 0.32% Add +3.4% 45,768 $2.0M
Money Concepts Capital Corp. 0.11% Add +28.4% 45,743 $2.0M
Caitlin John, LLC 1.31% Reduce -20.5% 45,070 $2.0M
Capital Planning Advisors, LLC 0.27% Add +3.7% 45,020 $2.0M
Gambit Capital Management, LLC 1.42% — 44,545 $2.0M
Stevens Capital Partners 0.52% Add +9.5% 44,481 $2.0M
Legacy Private Trust Co. 0.12% Reduce -1.4% 44,468 $2.0M
IRON Financial LLC 0.90% Reduce -4.5% 43,972 $2.0M
Bluespring Wealth Management, LLC 0.17% No change 43,537 $1.9M
Fifth Third Bancorp 0.01% Add +17.4% 42,890 $1.9M
Apollon Wealth Management, LLC 0.03% Add +1.0% 42,079 $1.9M
MCF Advisors LLC 0.10% Reduce -0.5% 41,315 $1.8M
Tempus Wealth Planning, LLC 0.42% Add +2.2% 41,235 $1.8M
McNaughton Wealth Management, LLC 0.75% Add +5.0% 40,987 $1.8M
Krilogy Financial LLC 0.06% Add +0.5% 38,279 $1.8M
Wealthspire Retirement, LLC 0.11% Reduce -8.5% 40,396 $1.8M
Enclave Advisors LLC 0.25% Add +28.4% 40,068 $1.8M
McKinley Carter Wealth Services, Inc. 0.10% Reduce -29.4% 40,045 $1.8M
PW Advisors, LLC \ FL 1.42% — 39,756 $1.8M
Clarkston Capital Partners, LLC 0.04% No change 39,500 $1.8M
Caliber Wealth Management, LLC / KS 0.19% Reduce -51.4% 39,263 $1.7M
Moneta Group Investment Advisors LLC 0.01% Add +5.8% 39,094 $1.7M
Bill Few Associates, Inc. 0.42% Add +7.1% 38,801 $1.7M
Vise Technologies, Inc. 0.03% Add +75.6% 37,480 $1.7M
Baird Financial Group, Inc. 0.00% Add +3.0% 37,459 $1.7M
Fullerton Advisors, LLC 1.66% — 37,418 $1.7M
Barnes Wealth Management Group, Inc 0.88% Reduce -4.6% 37,020 $1.6M
Hibernia Wealth Partners, LLC 0.49% Add +95.2% 36,713 $1.6M
Composition Wealth, LLC 0.02% Reduce -1.0% 36,631 $1.6M
Wealthcare Capital Partners, LLC 0.76% Add +2.8% 36,480 $1.6M
Vericrest Private Wealth 1.44% — 36,372 $1.6M
Howard Wealth Management, LLC 0.70% Add +4.7% 36,004 $1.6M
Blue Capital, Inc. 1.14% Reduce -4.6% 35,954 $1.6M
Detalus Advisors, LLC 0.39% Add +23.3% 35,615 $1.6M
USAdvisors Wealth Management, LLC 0.52% Reduce -0.7% 35,611 $1.6M
Northern Trust Corp. 0.00% Add +6.0% 35,377 $1.6M
True North Advisors, LLC 0.20% New 35,286 $1.6M
Becker Capital Management Inc. 0.04% New 35,138 $1.6M
Laurel Wealth Planning LLC 0.86% Reduce -4.4% 35,020 $1.6M
Level Four Advisory Services, LLC 0.05% Reduce -9.6% 34,914 $1.6M
Eagle Strategies LLC 0.20% Reduce -2.0% 34,913 $1.6M
Meridian Wealth Management, LLC 0.05% Reduce -2.1% 34,868 $1.5M
Ballast Advisors LLC 0.43% Reduce -2.0% 34,840 $1.5M
WealthPoint Financial, LLC 1.33% — 34,533 $1.5M
Goldstein Advisors, LLC 0.17% Reduce -16.1% 34,508 $1.5M
Qube Research & Technologies Ltd 0.00% Add +2725.7% 34,417 $1.5M
Courier Capital LLC 0.08% Reduce -9.5% 33,970 $1.5M
Black Diamond Financial, LLC 0.16% Add +8.1% 33,872 $1.5M
Realta Investment Advisors 0.49% Add +7.0% 33,702 $1.5M
KMG Fiduciary Partners, LLC 0.11% Add +73.6% 33,639 $1.5M
FreeGulliver LLC 0.66% Reduce -1.2% 33,256 $1.5M
Jim Saulnier & Associates, LLC 0.77% Add +20.5% 33,256 $1.5M
TKG Advisors, LLC 0.59% Reduce -0.9% 33,170 $1.5M
Dravo Bay LLC 0.61% Reduce -0.3% 33,053 $1.5M
Pinnacle Family Advisors, LLC 0.65% Reduce -56.8% 33,040 $1.5M
Legacy Edge Advisors, LLC 0.16% Add +1.3% 32,613 $1.4M
Altrius Capital Management Inc 0.30% Add +4.9% 32,179 $1.4M
Triad Wealth Partners, LLC 0.14% Reduce -6.3% 32,148 $1.4M
Journey Retirement Planning & Investment Management LLC 0.29% — 32,000 $1.4M
Sterling Wealth Management, Inc. 0.40% Reduce -5.3% 31,918 $1.4M
Calton & Associates, Inc. 0.21% Reduce -1.6% 31,896 $1.4M
Balboa Wealth Partners 0.23% Add +39.2% 31,543 $1.4M
MBM Wealth Consultants, LLC 0.33% Add +3.8% 31,535 $1.4M
German American Bancorp, Inc. 0.12% No change 31,453 $1.4M
Peirce Capital Management, LLC 0.55% No change 31,302 $1.4M
TFB Advisors LLC 0.38% Add +0.8% 30,630 $1.4M
CORDA Investment Management, LLC. 0.10% Add +7.8% 30,460 $1.4M
Phillips Financial Management, LLC 0.09% Reduce -4.5% 30,419 $1.4M
Kraft, Davis & Associates, LLC 0.30% Add +6.7% 29,389 $1.3M
Paladin Advisory Group, LLC 0.98% Reduce -40.7% 30,316 $1.3M
Iams Wealth Management, LLC 0.49% Add +18.9% 30,292 $1.3M
Golden State Wealth Management, LLC 0.14% Add +6.9% 30,084 $1.3M
Baltimore-Washington Financial Advisors, Inc. 0.06% Reduce -3.4% 29,731 $1.3M
PCB Capital LLC 2.12% — 29,730 $1.3M
River Street Advisors LLC 0.49% Add +5.8% 29,471 $1.3M
Keystone Wealth Services, LLC 0.27% Reduce -2.5% 29,318 $1.3M
Hilltop Holdings Inc. 0.08% Add +21.4% 28,599 $1.3M
LWM Advisory Services, LLC 0.73% Add +19.3% 28,106 $1.2M
Mgo One Seven LLC 0.03% Add +0.9% 27,889 $1.2M
Seaside Wealth Management, Inc. 0.35% Add +1.4% 27,878 $1.2M
Narus Financial Partners, LLC 0.34% Add +1.1% 27,824 $1.2M
Red Reef Advisors LLC 1.26% — 27,808 $1.2M
Advisors Management Group Inc. 0.22% Reduce -1.3% 27,679 $1.2M
First Trust Advisors LP 0.00% Add +1.8% 27,619 $1.2M
Seneca Financial Advisors LLC 0.37% Add +1.8% 27,609 $1.2M
Brand Asset Management Group, Inc. 0.34% Add +0.3% 27,558 $1.2M
Bank of Hawaii 0.06% No change 27,549 $1.2M
Keystone Financial Group 0.09% Add +2.5% 27,274 $1.2M
CoreCap Advisors, LLC 0.04% Add +1.0% 27,156 $1.2M
Flputnam Investment Management Co. 0.02% Reduce -1.2% 26,923 $1.2M
MGB Wealth Management, LLC 0.34% Add +7.7% 26,865 $1.2M
Tannin Capital LLC 1.06% — 26,718 $1.2M
MidAtlantic Capital Management, Inc. 0.76% Add +0.1% 26,615 $1.2M
Great Diamond Partners, LLC 0.22% Reduce -21.6% 26,098 $1.2M
Fortis Group Advisors, LLC 0.19% Add +8.8% 24,405 $1.1M
WealthCare Investment Partners, LLC 0.33% Add +3.1% 25,319 $1.1M
Petersen Hastings Wealth Advisors Inc. 0.11% — 25,517 $1.1M
M&T Bank Corp 0.00% Reduce -10.1% 25,412 $1.1M
FWG Investments, LLC. 0.72% Reduce -0.8% 25,336 $1.1M
U.S. Capital Wealth Advisors, LLC 0.03% Add +6.8% 25,088 $1.1M
Bank of Montreal 0.00% Reduce -11.0% 24,904 $1.1M
Bokf, NA 0.02% No change 24,634 $1.1M
PFG Advisors 0.05% Reduce -78.5% 24,377 $1.1M
IFG Advisors, LLC 0.18% Add +1.8% 24,327 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.02% Add +6.9% 24,268 $1.1M
Cambient Family Office, LLC 0.15% — 24,125 $1.1M
Hopwood Nicholas Hunter 0.35% — 24,063 $1.1M
Hancock Whitney Corp. 0.02% Add +6.4% 23,854 $1.1M
A4 Wealth Advisors LLC 0.91% Reduce -27.7% 23,669 $1.1M
Gilpin Wealth Management, LLC 0.83% — 23,610 $1.0M
Exencial Wealth Advisors, LLC 0.03% Add +3.7% 23,571 $1.0M
Wallace Advisory Group, LLC 1.09% Reduce -3.4% 23,377 $1.0M
Key Financial Inc 0.19% Add +4.3% 23,137 $1.0M
Sequoia Financial Advisors, LLC 0.01% Add +4.6% 22,936 $1.0M
Penobscot Wealth Management 0.31% Add +9.6% 22,868 $1.0M
Wealth Advisors Northwest LLC 0.45% Reduce -2.6% 22,844 $1.0M
Voya Financial Advisors, Inc. 0.10% Add +6.3% 22,567 $1.0M
Kelman-Lazarov, Inc. 0.14% Add +83.1% 22,584 $1.0M
Csenge Advisory Group 0.05% Add +13.8% 22,516 $1000K
Dorsey & Whitney Trust CO LLC 0.05% Reduce -5.5% 22,468 $998K
Howard Financial Services, LTD. 0.12% No change 22,431 $996K
Prevail Innovative Wealth Advisors, LLC 0.18% Add +7.6% 22,332 $992K
Bison Wealth, LLC 0.11% New 22,301 $986K
WFA of San Diego, LLC 0.72% Reduce -1.6% 22,058 $980K
Newport Capital Group, LLC 0.59% Reduce -1.2% 21,830 $969K
Quadrature Capital Ltd 0.01% New 21,822 $969K
Balentine LLC 0.04% Reduce -15.0% 21,814 $969K
SageView Advisory Group, LLC 0.03% Reduce -17.3% 21,754 $966K
Medallion Wealth Advisors, LLC 0.31% Reduce -4.0% 21,102 $937K
Keybank National Association 0.00% No change 20,891 $928K
Ameritas Advisory Services, LLC 0.03% Add +748.1% 20,889 $928K
Destiny Capital Corp 0.48% No change 20,843 $926K
Rock Point Advisors, LLC 0.23% Add +3.5% 20,798 $924K
Elyxium Wealth, LLC 0.26% New 20,768 $922K
Allen Capital Group, LLC 0.08% Reduce -0.1% 20,662 $918K
Leverty Financial Group, LLC 0.22% No change 20,634 $916K
Citadel Advisors 0.00% No change 20,569 $913K
Pinnacle Financial Partners, Inc. 0.01% — 20,491 $910K
Absolute Capital Management, LLC 0.33% Add +36.9% 20,359 $904K
Strategic Wealth Partners, Ltd. 0.06% Add +14.1% 20,326 $903K
Resurgent Financial Advisors LLC 0.45% Add +11.8% 20,317 $902K
Strategic Blueprint, LLC 0.05% Reduce -4.9% 20,315 $902K
Laird Norton Wetherby Trust Company, LLC 0.02% New 20,253 $899K
Maia Wealth LLC 0.15% Reduce -0.3% 18,448 $898K
Colonial Trust Co / SC 0.12% No change 20,195 $897K
Uptown Financial Advisors LLC 0.76% Add +2.9% 20,121 $894K
Baker Tilly Wealth Management, LLC 0.22% Add +7.7% 20,054 $891K
Canal Capital Management, LLC 0.12% Add +1.3% 19,717 $876K
Vantus Wealth LLC 0.64% — 19,559 $869K
Rooted Wealth Advisors, Inc. 0.24% Reduce -2.0% 18,252 $866K
Balanced Wealth Group LLC 0.32% No change 20,082 $866K
SeedSafe Financial LLC 0.77% — 19,498 $866K
Zacks Investment Management 0.01% Reduce -18.4% 19,351 $859K
Kintra Wealth, LLC 0.12% Add +6.5% 19,230 $854K
Professional Financial Advisors, LLC 0.17% Add +3.3% 19,083 $847K
Franklin Resources Inc. 0.00% No change 19,061 $846K
Stephens Inc. 0.01% Add +0.0% 18,946 $841K
CogentBlue Wealth Advisors, LLC 0.57% Add +0.0% 18,856 $837K
Sigma Planning Corp 0.02% Add +3.3% 18,850 $837K
WealthShield Partners, LLC 0.09% Reduce -0.7% 18,836 $837K
Acropolis Investment Management, LLC 0.04% Reduce -2.5% 18,517 $822K
Tru Independence Asset Management 2, LLC 0.51% No change 18,385 $816K
October Effect Ltd 0.90% Add +19.1% 18,315 $813K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.5% 18,295 $812K
McClarren Financial Advisors, Inc. 0.48% Reduce -82.5% 2,962 $812K
Ieq Capital, LLC 0.00% Add +33.6% 18,264 $811K
Upper Left Wealth Management, LLC 0.49% Reduce -3.4% 18,068 $802K
Port Capital LLC 0.03% No change 18,000 $799K
M Holdings Securities, Inc. 0.06% New 17,987 $799K
Creative Financial Designs Inc. 0.05% Add +16.3% 17,921 $796K
Wiregrass Investment Management LLC 0.66% — 17,774 $789K
Nations Financial Group Inc, /Ia/ 0.04% Add +97.7% 17,733 $788K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.61% — 17,663 $784K
Bolthouse Investments, LLC 0.69% No change 17,438 $774K
Clark Asset Management, LLC 0.08% Reduce -18.4% 17,382 $772K
Lumbard & Kellner, LLC 0.27% No change 17,381 $772K
Prospect Financial Group LLC 0.71% No change 17,090 $759K
Plan A Wealth LLC 0.37% Reduce -23.2% 17,020 $756K
Arkadios Wealth Advisors 0.01% New 16,953 $753K
Client 1ST Advisory Group, LLC 0.23% Reduce -0.3% 16,541 $735K
BSW Wealth Partners 0.09% Reduce -4.0% 16,461 $731K
WCG Wealth Advisors LLC 0.02% New 16,457 $731K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 16,323 $725K
Stone Summit Wealth LLC 0.20% Add +6.0% 16,311 $724K
Turtle Creek Wealth Advisors, LLC 0.06% No change 16,257 $722K
RMR Wealth Builders 0.06% Add +1.6% 16,236 $721K
Spectrum Planning & Advisory Services Inc. 0.37% Add +11.3% 16,052 $713K
Blue Barn Wealth, LLC 1.03% Reduce -78.6% 15,989 $710K
Bernicke Wealth Management, Ltd. 0.09% — 15,970 $709K
Coordinated Financial Services, Inc. 0.41% Add +3.5% 15,929 $707K
Redwood Financial Network Corp 0.45% Add +11.4% 15,810 $702K
Lane Brothers & Co. Inc. 0.50% — 15,681 $696K
FSA Advisors, Inc. 0.48% Add +189.6% 27,074 $694K
Canvas Wealth Advisors, LLC 0.12% No change 15,565 $691K
Evergreen Capital Management LLC 0.02% Add +2.1% 15,525 $689K
Berger Financial Group, Inc 0.04% Reduce -0.1% 15,441 $686K
Running Point Capital Advisors, LLC 0.19% No change 15,369 $683K
Whittier Trust Co. 0.01% No change 14,917 $680K
Wedbush Securities Inc. 0.02% Add +12.2% 15,314 $680K
Western Reserve Capital Management, LLC 0.63% — 15,201 $675K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -7.4% 15,135 $672K
Cape Investment Advisory, Inc. 0.21% Add +137390.9% 15,124 $672K
LVM Capital Management Ltd. 0.06% No change 15,100 $671K
Wilmington Savings Fund Society, FSB 0.02% Add +14979.0% 15,079 $670K
Aegis Wealth Management, Inc. 0.52% — 14,980 $665K
Pacifica Partners Inc. 0.29% Add +13.5% 14,745 $662K
Impact Partnership Wealth, LLC 0.08% Add +75.4% 14,890 $661K
Gross & Hartman Investments LLC 0.38% — 14,876 $661K
Triumph Capital Management 0.14% Add +32.4% 14,806 $658K
Acorn Financial Advisory Services Inc. 0.10% Reduce -3.0% 14,681 $652K
Brooklyn Investment Group 0.03% New 14,541 $649K
Texas Yale Capital Corp. 0.02% No change 14,500 $644K
E6 Portfolios, LLC 0.73% — 14,452 $642K
TLWM 0.12% Add +3.4% 14,446 $642K
Wealthcare Capital Management LLC 0.06% Add +0.3% 14,440 $641K
CIBC Private Wealth Group LLC 0.00% Reduce -2.5% 14,403 $640K
Evoke Wealth, LLC 0.01% Add +1.8% 14,397 $639K
Yoder Wealth Management, Inc. 0.29% No change 14,300 $635K
Vantage Point Financial LLC 0.23% Add +1.5% 14,295 $635K
Coastline Complete Wealth LLC 0.40% — 14,269 $634K
Hurley Capital, LLC 0.35% Reduce -8.1% 14,171 $629K
BCK Partners, Inc. 0.34% Reduce -1.3% 14,164 $629K
Richard W. Paul & Associates, LLC 0.21% Add +6.0% 14,121 $627K
Cypress Financial Planning LLC 0.17% Add +54.7% 13,995 $623K
Cedar Point Capital Partners, LLC 0.40% Reduce -12.5% 14,004 $622K
Stock Yards Bank & Trust Co. 0.02% No change 13,953 $620K
Harbor Investment Advisory, LLC 0.05% No change 13,919 $618K
Anchor Investment Management, LLC 0.05% No change 13,667 $607K
AIFG Consultants Ltd. 1.04% Reduce -13.3% 13,603 $604K
Ellevest, Inc. 0.08% Add +93.1% 13,541 $601K
Hershey Financial Advisers, LLC 0.51% Add +15.6% 13,538 $601K
Natixis Advisors, LLC 0.00% New 13,490 $599K
Glassman Wealth Services 0.08% Add +1.8% 13,443 $597K
Chicago Partners Investment Group LLC 0.01% Add +15.6% 12,754 $596K
Capital Advisors Inc. 0.01% Add +97.5% 13,387 $595K
Cardiff Park Advisors, LLC 0.05% Add +2.8% 13,300 $591K
Belleair Asset Management, LLC 0.56% — 13,291 $590K
Mosaic Family Wealth Partners, LLC 0.06% New 13,277 $590K
Lantz Financial LLC 0.12% Reduce -0.2% 13,190 $586K
Astoria Strategic Wealth, Inc. 0.15% Add +0.8% 13,178 $585K
Rf&l Wealth Management, LLC 0.33% Reduce -0.4% 13,170 $585K
Family Legacy, Inc. 0.17% Reduce -0.1% 13,137 $583K
Altus Wealth Group LLC 0.23% Reduce -5.7% 13,033 $579K
Shepherd Financial Partners LLC 0.05% No change 12,998 $577K
Kestra Private Wealth Services, LLC 0.01% Add +7.4% 12,927 $574K
Nicholas Hoffman & Company, LLC. 0.01% Add +28.8% 12,861 $571K
Capital Advisory Group Advisory Services, LLC 0.17% Add +54.4% 12,775 $567K
Wealthfront Advisers LLC 0.00% Reduce -1.3% 12,722 $565K
Quantum Financial Planning Services, Inc. 0.20% Add +52.8% 12,714 $565K
Strategic Investment Advisors / MI 0.05% Add +58.0% 12,685 $563K
Redwood Investment Management, LLC 0.06% Add +14.1% 12,582 $559K
Pacific Park Financial, Inc. 0.35% — 12,528 $556K
Intrua Financial, LLC 0.06% Reduce -41.0% 12,283 $545K
Sequent Asset Management, LLC 0.24% No change 12,129 $539K
Banco Santander, S.A. 0.00% Add +5.3% 12,039 $535K
Kelly Financial Services LLC 0.13% Add +27.5% 11,992 $533K
Kavar Capital Partners Group, LLC 0.07% No change 11,976 $532K
Advance Capital Management, Inc. 0.02% Reduce -12.1% 11,938 $530K
Avantax Planning Partners, Inc. 0.01% No change 11,876 $527K
Intrepid Financial Planning Group LLC 0.20% Reduce -0.5% 11,774 $523K
Old Second National Bank of Aurora 0.10% Add +0.3% 11,762 $522K
SteelPeak Wealth, LLC 0.02% Add +1.2% 11,750 $522K
Onyx Bridge Wealth Group LLC 0.06% Reduce -5.3% 11,638 $517K
Curi Capital, LLC 0.01% Add +140.7% 11,440 $508K
J.W. Cole Advisors, Inc. 0.01% Add +26.4% 21,690 $503K
Howard Capital Management Group, LLC 0.03% No change 11,200 $497K
Lincoln Capital Corp. 0.18% No change 11,143 $495K
Maripau Wealth Management LLC 0.23% Add +53.6% 11,112 $495K
Acorn Wealth Advisors, LLC 0.15% Reduce -7.2% 11,112 $493K
Coppell Advisory Solutions LLC 0.05% Reduce -72.3% 11,034 $492K
Retirement Planning Group, LLC 0.02% Add +2.9% 11,072 $492K
Integrated Investment Consultants, LLC 0.10% No change 11,040 $490K
Safe Harbor Wealth Advisors, LLC 0.47% — 10,074 $490K
Delta Financial Advisors LLC 0.13% New 11,020 $489K
OakTrust Wealth Advisors, LLC 0.45% — 11,000 $489K
KPP Advisory Services LLC 0.07% Add +3.1% 10,875 $483K
REAP Financial Group, LLC 0.10% Add +0.6% 10,808 $480K
Leo Wealth, LLC 0.03% Add +1.2% 10,725 $476K
Evolution Wealth Management Inc. 0.39% Add +161.5% 10,715 $476K
American Institute for Advanced Investment Management, LLP 0.31% Reduce -6.7% 10,709 $476K
Smith, Moore & Co. 0.04% No change 10,704 $475K
Partners Wealth Management, LLC 0.49% Reduce -0.6% 10,660 $473K
Quest 10 Wealth Builders, Inc. 0.42% Add +5.5% 10,589 $470K
Meritage Portfolio Management 0.03% Reduce -1.3% 10,516 $467K
United Advisor Group, LLC 0.06% Add +19.8% 10,499 $466K
Burney Co./ 0.01% No change 10,484 $466K
4WEALTH Advisors, Inc. 0.40% Add +3.5% 10,385 $461K
Stewardship Concepts Financial Services LLC 0.39% — 10,320 $459K
Vanguard Group Inc. 0.00% Add +26.8% 10,311 $458K
Asset Dedication, LLC 0.03% Add +1.7% 10,282 $457K
Plan Group Financial, LLC 0.12% Reduce -9.2% 10,250 $455K
Evanson Asset Management, LLC 0.02% No change 10,235 $455K
Cannon Financial Strategists, Inc. 0.06% Add +0.3% 10,214 $454K
Catalyst Financial Partners LLC 0.05% Add +53.1% 10,212 $454K
WealthPlan Investment Management, LLC 0.03% Reduce -0.0% 10,203 $453K
Diversified Enterprises, LLC 0.03% Add +17.3% 10,192 $453K
Bravias Capital Group, LLC 0.27% Add +0.8% 10,100 $449K
Portland Financial Advisors Inc 0.95% Add +5.0% 10,092 $448K
Cantor Fitzgerald Investment Advisors L.P. 0.03% Add +36.9% 10,083 $448K
Prasad Wealth Partners, LLC 0.12% Add +1.8% 10,024 $445K
McAdam, LLC 0.02% Reduce -1.1% 10,018 $445K
One Wealth Capital Management, LLC 0.19% Add +48.6% 9,996 $444K
Clark Capital Management Group, Inc. 0.00% Add +11.6% 9,935 $441K
Sensible Money, LLC 0.14% Add +1.8% 9,868 $438K
Empower Advisory Group, LLC 0.00% Reduce -1.8% 9,860 $438K
Claro Advisors Inc. 0.06% Add +1.4% 9,834 $437K
American Trust 0.04% Add +1.1% 9,804 $435K
Keel Point, LLC 0.03% Reduce -0.0% 9,739 $433K
Main Street Financial Solutions, LLC 0.03% Reduce -7.3% 9,663 $429K
Fell Capital Management 0.42% — 9,653 $429K
Twin Focus Capital Partners, LLC 0.05% Add +99.4% 9,630 $428K
Signaturefd, LLC 0.01% Add +25.3% 9,621 $427K
Tme Financial, Inc. 0.30% Add +0.4% 9,468 $420K
Donaldson Capital Management, LLC 0.01% Reduce -26.6% 9,433 $419K
GW&K Investment Management, LLC 0.00% No change 9,414 $418K
Vermillion & White Wealth Management Group, LLC 0.23% Reduce -0.0% 9,388 $417K
Willis Johnson & Associates, Inc. 0.03% Reduce -6.5% 9,381 $417K
MBL Wealth, LLC 0.03% No change 9,375 $416K
Wealthgarden F.S. LLC 0.27% Add +20.7% 8,870 $416K
Advisors Capital Management, LLC 0.00% Reduce -5.7% 9,331 $414K
Perigon Wealth Management, LLC 0.01% Reduce -9.6% 9,285 $412K
Urban Financial Advisory Corp 0.16% Add +2.6% 9,248 $411K
Alta Wealth Advisors LLC 0.14% Add +7.6% 9,236 $410K
Richard P Slaughter Associates Inc 0.09% Reduce -17.5% 9,207 $409K
Latitude Advisors, LLC 0.18% Reduce -9.2% 9,207 $409K
Cutler Investment Counsel LLC 0.04% Reduce -0.4% 9,178 $408K
Clarity Capital Advisors, LLC 0.20% Add +1.8% 9,176 $408K
Elmwood Wealth Management, Inc. 0.13% New 9,160 $407K
Moisand Fitzgerald Tamayo, LLC 0.05% Reduce -2.0% 9,136 $406K
Squarepoint Ops LLC 0.00% Reduce -53.2% 9,125 $405K
MSH Capital Advisors LLC 0.09% Reduce -0.1% 9,091 $404K
Johnson Investment Counsel Inc. 0.00% Add +32.9% 9,063 $402K
BlueChip Wealth Advisors LLC 0.17% New 9,063 $402K
Investments & Financial Planning, LLC 0.22% Reduce -6.8% 9,043 $402K
MJT & Associates Financial Advisory Group, Inc. 0.30% Reduce -2.1% 9,032 $401K
Naples Global Advisors, LLC 0.03% Add +2.3% 8,955 $398K
CENTRAL TRUST Co 0.01% Reduce -0.7% 8,893 $395K
Freedom Investment Management, Inc. 0.11% Add +7.2% 8,813 $391K
Cassilly Financial Group LLC 0.34% — 8,769 $389K
Uptick Partners, LLC 0.08% Add +10.4% 8,753 $389K
Focus Financial Network, Inc. 0.01% Add +0.0% 8,743 $388K
Fifth Third Wealth Advisors LLC 0.01% New 8,722 $387K
Veery Capital, LLC 0.12% No change 8,709 $387K
OMNI 360 Wealth, Inc. 0.20% Add +1.3% 8,378 $387K
Azimuth Capital Investment Management LLC 0.01% No change 8,701 $386K
Clear Harbor Asset Management, LLC 0.03% New 8,694 $386K
Fisher Asset Management 0.00% Reduce -29.9% 8,655 $384K
SBI Securities Co., Ltd. 0.01% Add +20.6% 8,654 $384K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +19.7% 8,651 $384K
Midwest Trust Co 0.00% Reduce -1.5% 8,644 $384K
Madden Advisory Services, Inc. 0.15% Reduce -1.3% 8,548 $380K
GWN Securities Inc. 0.08% Add +14.8% 8,444 $375K
First Horizon Corp. 0.02% No change 8,378 $372K
Financial Strategies Group, Inc. 0.07% Reduce -1.6% 8,060 $368K
Brian Low Financial Group, LLC 0.26% Add +21.5% 8,260 $367K
Annex Advisory Services, LLC 0.01% Reduce -11.4% 8,206 $364K
BDFS Capital LLC 0.18% — 8,199 $364K
Accel Wealth Management 0.10% Reduce -0.3% 8,146 $362K
Shaker Investments LLC 0.15% Add +17.9% 8,128 $361K
Providence Financial Advisors, LLC 0.36% Add +0.1% 8,098 $360K
Valeo Financial Advisors, LLC 0.01% No change 13,796 $359K
Transce3nd, LLC 2.89% Reduce -27.5% 7,503 $358K
Visionary Horizons, LLC 0.18% Add +47.4% 8,023 $356K
Mission Wealth Management, LP 0.01% No change 8,016 $356K
Liberty Capital Management, Inc. 0.07% No change 8,012 $356K
Argent Trust Co 0.01% Reduce -5.2% 7,968 $354K
SFG Wealth Management, LLC. 0.14% Add +2.0% 7,922 $352K
Integrity Advisory Solutions, LLC 0.05% Reduce -7.6% 7,922 $352K
OLIO Financial Planning 0.10% Add +0.3% 7,781 $346K
HM Payson & Co. 0.00% No change 7,764 $345K
Caprock Group, LLC 0.01% New 7,756 $344K
M1 Capital Management LLC 0.14% Add +2.7% 7,717 $343K
Financial Plan, Inc. 0.04% — 7,702 $342K
Cassaday & Co Wealth Management LLC 0.01% No change 7,667 $340K
LVZ, Inc. 0.04% New 7,644 $339K
Colonial River Investments, LLC 0.12% Reduce -21.8% 7,627 $339K
Ridgeline Wealth Planning, LLC 0.24% Reduce -34.9% 7,610 $338K
Aspiriant, LLC 0.01% New 7,604 $338K
Meridian Financial Advisors, LLC 0.18% Add +8.0% 7,578 $337K
Forza Wealth Management, LLC 0.12% No change 7,545 $335K
J2 Capital Management Inc 0.24% Add +11.6% 7,506 $333K
Buck Wealth Strategies, LLC 0.04% Reduce -8.2% 7,461 $331K
Foundation Wealth Management, LLC\PA 0.12% Reduce -44.4% 7,459 $331K
Wealthspire Advisors, LLC 0.00% Add +9.7% 7,442 $331K
Keebeck Wealth Management 0.04% Reduce -0.0% 7,421 $330K
Copley Financial Group, Inc. 0.20% Reduce -4.3% 7,403 $329K
Austin Wealth Management, LLC 0.05% Reduce -0.6% 7,207 $328K
Capital Investment Advisory Services, LLC 0.02% Add +13.8% 7,368 $327K
Inspirion Wealth Advisors, LLC 0.04% New 7,339 $326K
Accurate Wealth Management, LLC 0.04% Reduce -5.5% 7,115 $325K
Stonehearth Capital Management, LLC 0.12% No change 7,322 $325K
Edgestream Partners, L.P. 0.01% Reduce -1.0% 7,297 $324K
Journey Strategic Wealth LLC 0.01% Reduce -9.2% 7,277 $323K
Morton Brown Family Wealth, LLC 0.09% Add +1.3% 7,260 $322K
MA Private Wealth 0.05% No change 7,240 $322K
HB Wealth Management, LLC 0.00% New 7,224 $321K
Prosperity Financial Group, Inc. 0.11% Reduce -11.7% 7,170 $318K
REDW Wealth LLC 0.12% No change 7,158 $318K
HBE Wealth Management, LLC 0.30% — 7,096 $315K
True Blue Financial, LLC 0.26% — 7,058 $313K
TrueWealth Financial Partners 0.26% New 7,058 $313K
Focused Alpha, LLC 0.09% — 7,043 $313K
Apollon Financial, LLC 0.05% Reduce -0.1% 7,038 $313K
Gibson Capital, LLC 0.06% No change 7,002 $311K
Moors & Cabot, Inc. 0.01% No change 7,000 $311K
Premier Path Wealth Partners, LLC 0.04% Add +0.7% 6,960 $309K
Revere Asset Management, Inc 0.11% New 6,941 $308K
New Perspectives, Inc 0.11% No change 6,940 $308K
Warren Street Wealth Advisors, LLC 0.09% Reduce -42.7% 6,904 $307K
Smith Salley Wealth Management 0.02% No change 6,880 $306K
Checchi Capital Advisers, LLC 0.02% No change 6,872 $305K
Yoffe Investment Management, LLC 0.39% No change 6,841 $304K
Soltis Investment Advisors LLC 0.02% Reduce -10.7% 6,832 $303K
Anson Capital, Inc. 0.22% Reduce -0.4% 6,826 $303K
Linscomb Wealth, Inc. 0.01% No change 6,805 $302K
World Equity Group, Inc. 0.08% Add +6.2% 6,804 $302K
Baker Avenue Asset Management, LP 0.01% No change 6,769 $301K
Parkway Wealth Management Group, LLC 0.04% — 6,754 $300K
Three Seasons Wealth, LLC 0.03% Add +6.6% 6,741 $299K
Pacific Excel Wealth Advisors, Inc. 0.57% — 6,638 $299K
HMV Wealth Advisors, LLC 0.15% No change 6,705 $298K
Armbruster Capital Management, Inc. 0.05% Add +14.7% 6,695 $297K
Lodestone Wealth Management LLC 0.12% No change 6,683 $297K
IFG Advisory, LLC 0.01% Reduce -53.2% 6,619 $294K
MB Generational Wealth, LLC 0.16% Reduce -4.0% 6,603 $293K
Legacy Bridge, LLC 0.12% No change 6,585 $292K
K2 Financial Inc. 0.23% Reduce -1.1% 6,425 $292K
HUB Investment Partners, LLC 0.01% Add +0.1% 6,565 $292K
Quadrant Capital Group LLC 0.01% No change 6,558 $291K
Traction Financial Partners, LLC 0.17% Add +5.0% 6,547 $291K
Peterson Wealth Management 0.21% Add +1.8% 6,489 $288K
Meramec Financial Planners, LLC 0.11% — 6,015 $288K
Mma Asset Management LLC 0.10% Add +1347.9% 6,443 $286K
SlateStone Wealth, LLC 0.02% Reduce -8.1% 6,382 $283K
Empirical Asset Management, LLC 0.08% Add +0.2% 6,348 $282K
Cannell & Spears LLC 0.01% No change 6,332 $281K
Retirement Investment Advisors, Inc. 0.02% Reduce -9.0% 6,286 $279K
Midwest Financial Partners Investments, Inc. 0.15% — 6,270 $278K
True Vision MN LLC 0.14% New 6,195 $275K
Castleview Partners, LLC 0.14% Add +19.5% 6,186 $275K
D.A. Davidson & Co. 0.00% Add +0.5% 6,174 $274K
Diversified Management Inc. 0.06% — 6,169 $274K
QRG Capital Management, Inc. 0.00% Add +19.6% 6,130 $272K
Spinnaker Investment Group, LLC 0.05% New 6,125 $272K
Oakwell Private Wealth Management, LLC 0.05% No change 6,124 $272K
Mayflower Financial Advisors, LLC 0.03% Add +8.4% 6,099 $271K
Independence Bank of Kentucky 0.03% No change 6,096 $271K
Wealth Architects, LLC 0.02% No change 6,094 $271K
Transcend Capital Advisors, LLC 0.02% Reduce -7.8% 6,072 $270K
Econ Financial Services Corp 0.13% New 6,060 $269K
Wolff Financial Management LLC 0.06% Add +1.3% 6,042 $268K
Fifth Third Securities, Inc. 0.02% Add +26.9% 6,017 $267K
Aviance Capital Partners, LLC 0.03% No change 6,011 $267K
GHP Investment Advisors, Inc. 0.01% Add +0.2% 5,893 $262K
Bright Futures Wealth Management, LLC. 0.20% Reduce -3.1% 5,885 $261K
GK Wealth Management LLC 0.19% Add +24.7% 5,869 $261K
Tranquility Partners, LLC 0.09% No change 5,761 $256K
Cambridge Advisors Inc. 0.05% No change 5,747 $255K
CX Institutional 0.01% Add +1.5% 5,752 $255K
Flynn Zito Capital Management, LLC 0.09% Reduce -0.1% 5,740 $255K
Premier Private Wealth Management LLC 0.26% — 5,386 $254K
Keystone Financial Services 0.08% No change 5,718 $254K
Firethorn Wealth Partners, LLC 0.10% Add +0.5% 5,717 $254K
Ballast Financial Advisors LLC 0.26% — 5,680 $252K
Telos Capital Management, Inc. 0.02% Reduce -0.8% 5,673 $252K
Aspen Wealth Management LLC 0.05% Add +1.8% 5,619 $250K
Synergy Investment Management, LLC 0.09% Reduce -19.9% 5,606 $249K
Castle Rock Wealth Management, LLC 0.05% Add +11.6% 5,245 $247K
Root Financial Partners, LLC 0.01% Add +96.5% 5,563 $247K
Manchester Capital Management LLC 0.03% Add +253.3% 5,550 $246K
Spectrum Asset Management, Inc. (NB/CA) 0.08% No change 5,539 $246K
Oarsman Capital, Inc. 0.03% Reduce -1.8% 5,530 $246K
Cardinal Point Capital Management ULC 0.02% No change 5,530 $246K
Beverly Hills Private Wealth, LLC 0.04% No change 5,497 $244K
Cullen/Frost Bankers, Inc. 0.00% Add +1.8% 5,480 $243K
Two Sigma Securities, LLC 0.03% Reduce -36.2% 5,455 $242K
Formidable Asset Management, LLC 0.03% Reduce -33.0% 5,591 $239K
Summit Investment Advisory Services, LLC 0.09% Add +0.9% 5,383 $239K
Sovran Advisors, LLC 0.02% No change 5,144 $237K
Nottingham Advisors, Inc. 0.03% Add +0.4% 5,297 $235K
Strive Financial Group ,LLC 0.12% — 5,297 $235K
Pine Valley Investments Ltd Liability Co 0.01% No change 5,285 $235K
JMG Financial Group, Ltd. 0.01% No change 5,271 $234K
Perissos Private Wealth Management, LLC 0.20% No change 5,245 $233K
Tandem Investment Partners LLC 0.20% New 5,216 $232K
Per Stirling Capital Management, LLC. 0.03% No change 5,210 $231K
Nicolet Bankshares Inc. 0.04% No change 5,178 $230K
Financial Advisors Network, Inc. 0.03% New 5,132 $228K
49 Wealth Management, LLC 0.02% Add +1.7% 5,119 $227K
KLCM Advisors, Inc. 0.02% New 5,089 $226K
McIlrath & Eck, LLC 0.02% No change 5,087 $226K
DGS Capital Management, LLC 0.04% Reduce -0.0% 5,078 $226K
Richardson Capital Management LLC 0.11% No change 5,077 $225K
Raffa Wealth Management, LLC 0.03% Add +37.3% 5,039 $224K
Ballast, Inc. 0.05% Reduce -9.3% 5,026 $223K
Francis Financial, Inc. 0.04% New 5,025 $223K
Align Financial, LLC 0.13% — 222,938 $223K
Core Wealth Management, Inc. 0.07% New 5,001 $222K
Rainier Family Wealth Inc. 0.17% No change 5,000 $222K
ATX Financial Planning, LLC 0.17% — 4,990 $222K
Van Hulzen Asset Management, LLC 0.02% Reduce -16.6% 4,973 $221K
Financial Futures Ltd Liability Co. 0.10% No change 4,947 $220K
Avidian Wealth Enterprises, LLC 0.01% New 4,945 $220K
Americana Partners, LLC 0.01% No change 4,935 $219K
Schorn Wealth LLC 0.07% Add +0.4% 4,872 $216K
High Net Worth Advisory Group LLC 0.05% Add +1.1% 4,862 $216K
Independent Wealth Network Inc. 0.07% Add +1.0% 4,838 $215K
Global View Capital Management LLC 0.04% New 4,801 $213K
Falcon Wealth Planning 0.02% No change 4,799 $213K
Manuka Financial, LLC 0.13% No change 4,785 $213K
Rialto Wealth Management, LLC 0.05% Reduce -2.9% 4,749 $211K
Wilson & Boucher Capital Management, LLC 0.14% No change 4,700 $209K
Ironwood Financial, llc 0.04% New 4,512 $208K
Demars Financial Group, LLC 0.07% New 4,602 $204K
Atlanta Consulting Group Advisors, LLC 0.05% New 4,580 $203K
Maseco LLP 0.01% Add +41418.2% 4,567 $203K
Roof Eidam Maycock Peralta, LLC 0.05% New 4,565 $203K
Romano Brothers and Company 0.02% New 4,563 $203K
Cogent Private Wealth, Inc. 0.15% — 4,555 $202K
MLG Wealth Management DBA Pine Grove Financial Group 0.02% — 4,529 $201K
Copia Wealth Management 0.13% No change 4,071 $181K
Kilter Group LLC 0.08% Add +7.6% 4,060 $180K
Hills Bank & Trust Co 0.01% No change 4,055 $180K
Legacy Wealth Managment, LLC 0.08% Reduce -20.6% 3,940 $175K
Orion Capital Management LLC 0.06% No change 3,850 $171K
EverSource Wealth Advisors, LLC 0.01% Reduce -13.3% 3,837 $170K
Barnes Dennig Private Wealth Management LLC 0.17% Add +141.6% 3,815 $169K
Russell Investments Group, Ltd. 0.00% Reduce -4.4% 3,691 $164K
Founders Financial Alliance, LLC 0.03% Reduce -14.7% 3,275 $145K
Clearstead Trust, LLC 0.02% No change 3,221 $143K
Arcadia Investment Advisors LLC 0.07% No change 3,215 $143K
Hoese & Co LLP 0.10% No change 3,211 $143K
Ancora Advisors LLC 0.00% Add +108.8% 3,070 $136K
Winch Advisory Services, LLC 0.03% Reduce -25.3% 3,040 $135K
Westside Investment Management, Inc. 0.02% No change 2,990 $133K
Spire Wealth Management 0.00% No change 2,927 $130K
Morling Financial Advisors, LLC 0.04% Reduce -0.6% 2,896 $129K
Graney & King, LLC 0.07% Add +0.7% 2,837 $126K
Coston, McIsaac & Partners 0.03% No change 2,813 $124K
Addison Advisors LLC 0.03% No change 2,780 $123K
Silver Oak Securities, Incorporated 0.01% Reduce -20.1% 2,664 $119K
Evermay Wealth Management LLC 0.01% No change 2,663 $118K
Front Row Advisors LLC 0.04% No change 2,647 $118K
Abound Wealth Management 0.03% No change 2,586 $115K
Sunbelt Securities, Inc. 0.01% Add +1.4% 2,304 $102K
Allspring Global Investments Holdings, LLC 0.00% New 2,223 $101K
MeadowBrook Investment Advisors LLC 0.09% No change 2,270 $101K
Angeles Wealth Management, LLC 0.01% Reduce -29.3% 2,233 $99K
Kingdom Financial Group LLC. 0.03% New 2,230 $99K
Operose Advisors LLC 0.02% Add +12.6% 2,186 $97K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,184 $97K
Webster Bank, N. A. 0.01% No change 2,153 $96K
Financial Gravity Asset Management, Inc. 0.02% Reduce -3.0% 2,140 $95K
Harbor Asset Planning, Inc. 0.08% Reduce -4.7% 2,111 $94K
WealthCollab, LLC 0.04% No change 2,100 $93K
VSM Wealth Advisory, LLC 0.03% Add +1.7% 2,005 $89K
Accent Capital Management, LLC 0.04% No change 2,000 $89K
American Capital Advisory, LLC 0.04% No change 1,900 $84K
GPS Wealth Strategies Group, LLC 0.07% Reduce -95.6% 1,888 $84K
Bogart Wealth, LLC 0.00% Add +0.4% 1,817 $81K
Ssa Swiss Advisors AG 0.04% No change 1,800 $80K
International Assets Investment Management, LLC 0.01% New 1,773 $79K
First Command Advisory Services, Inc. 0.00% New 1,766 $78K
Rothschild Investment LLC 0.00% No change 1,751 $78K
Marshall & Sterling Wealth Advisors Inc. 0.04% No change 1,499 $67K
Keating Financial Advisory Services, Inc. 0.01% — 1,497 $66K
Safe Harbor Fiduciary, LLC 0.06% — 1,461 $65K
Ameriflex Group, Inc. 0.03% Add +98.8% 1,459 $65K
Valley Wealth Managers, Inc. 0.00% Reduce -6.6% 1,425 $63K
Compass Financial Services Inc 0.03% Add +0.9% 1,400 $62K
Trust Co 0.01% New 1,368 $61K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 1,367 $61K
Covestor Ltd 0.03% Add +27.6% 1,264 $56K
Rogco, LP 0.02% No change 1,246 $55K
Tidemark, LLC 0.02% Reduce -5.0% 1,211 $54K
Bare Financial Services, Inc 0.01% No change 1,210 $54K
Navalign, LLC 0.01% New 1,169 $52K
Cherry Tree Wealth Management, LLC 0.01% No change 1,145 $51K
Strengthening Families & Communities, LLC 0.02% Add +1.8% 1,123 $50K
Tower Research Capital LLC (TRC) 0.00% Add +267.9% 1,122 $50K
Clarity Asset Management, Inc. 0.03% Add +1.8% 1,113 $49K
Stone House Investment Management, LLC 0.01% Add +16.9% 1,087 $48K
Crewe Advisors LLC 0.00% Add +162.4% 1,081 $48K
Wealth Enhancement Trust Services, Inc. 0.01% — 1,064 $47K
Tucker Asset Management LLC 0.01% New 1,056 $47K
WPG Advisers, LLC 0.03% No change 1,039 $46K
Hazlett, Burt & Watson, Inc. 0.01% New 1,040 $46K
Frazier Financial Advisors, LLC 0.02% Add +1.2% 919 $41K
Essential Partners LLC 0.01% No change 874 $39K
MilWealth Group LLC 0.01% No change 851 $38K
Longview Financial Advisors LLC 0.02% No change 850 $38K
Pension & Wealth Management Advisors, Inc. 0.01% No change 839 $37K
Northwest Capital Management Inc 0.16% Reduce -41.0% 828 $37K
Bessemer Group Inc. 0.00% No change 780 $35K
Hamrick Investment Counsel, llc 0.03% — 785 $35K
Woodside Wealth Management LLC 0.02% Add +1.7% 723 $32K
Beaird Harris Wealth Management, LLC 0.00% Add +10.4% 689 $31K
IMG Wealth Management, Inc. 0.02% No change 689 $31K
Albion Financial Group 0.00% New 644 $29K
Financial Consulate, Inc. 0.00% No change 634 $28K
Caldwell Sutter Capital, Inc. 0.01% No change 628 $28K
GGM Financial LLC 0.01% Add +1.8% 621 $28K
Rossby Financial, LCC 0.01% Add +8.0% 618 $27K
Oxford Financial Group, LTD. LLC 0.00% No change 615 $27K
Toth Financial Advisory Corp. 0.00% No change 544 $24K
MPWM Advisory Solutions, LLC 0.01% Add +1666.7% 530 $24K
Cornerstone Planning Group LLC 0.00% Add +33.3% 496 $23K
Hanson & Doremus Investment Management 0.00% No change 510 $23K
New Millennium Group LLC 0.01% New 517 $23K
Ares Financial Consulting, LLC 0.02% — 509 $23K
ORG Partners LLC 0.00% No change 503 $22K
Horizons Wealth Management 0.01% No change 498 $22K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 482 $21K
Miller Capital Partners, Inc. 0.01% — 470 $21K
Federation des caisses Desjardins du Quebec 0.00% No change 469 $21K
National Bank of Canada 0.00% No change 450 $20K
Turning Point Benefit Group, Inc. 0.01% No change 438 $19K
Sound Income Strategies, LLC 0.00% Reduce -32.4% 413 $19K
Blueline Advisors LLC 0.02% — 423 $19K
Valued Wealth Advisors LLC 0.01% Reduce -0.2% 421 $19K
Davis Capital Management 0.01% No change 404 $18K
Tower View Wealth Management LLC 0.01% Add +1.8% 396 $18K
Laurel Wealth Advisors LLC 0.00% New 382 $17K
Global Wealth Strategies & Associates 0.00% No change 369 $16K
Tsfg, LLC 0.00% No change 370 $16K
Arlington Trust Co LLC 0.00% No change 354 $16K
Topsail Wealth Management, LLC 0.00% No change 349 $15K
Pittenger & Anderson Inc. 0.00% New 338 $15K
IFC & Insurance Marketing, Inc. 0.01% — 335 $15K
Estate Planners Group, LLC 0.01% — 277 $12K
Pflug Koory, LLC 0.01% Add +1.5% 264 $12K
MassMutual Private Wealth & Trust, FSB 0.00% No change 259 $12K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 251 $11K
Reyes Financial Architecture, Inc. 0.01% No change 243 $11K
Quaker Wealth Management, LLC 0.00% No change 241 $11K
Atomic Invest LLC 0.01% — 238 $11K
TOWER TRUST & INVESTMENT Co 0.01% New 216 $10K
Three Bearings Fiduciary Advisors, Inc. 0.01% — 202 $9K
Oakworth Capital, Inc. 0.00% No change 192 $9K
Anfield Capital Management, LLC 0.00% No change 187 $8K
UMB Bank, n.a. 0.00% New 167 $7K
Steigerwald, Gordon & Koch Inc. 0.00% Add +1.9% 160 $7K
FWL Investment Management, LLC 0.00% No change 151 $7K
Vermillion Wealth Management, Inc. 0.00% Add +2.1% 143 $6K
Center for Financial Planning, Inc. 0.00% No change 124 $6K
Maryland Capital Advisors Inc. 0.00% No change 117 $5K
Darwin Wealth Management, LLC 0.00% No change 111 $5K
Essential Investment Partners LLC 0.00% — 108 $5K
Godfrey Financial Associates, Inc. 0.00% — 106 $5K
Winnacle Wealth LLC 0.00% Add +2.0% 104 $5K
Fiduciary Advisors, Inc. 0.00% Add +2.0% 102 $5K
DHJJ Financial Advisors, Ltd. 0.00% Add +1.1% 95 $4K
Motiv8 Investments LLC 0.00% New 88 $4K
Archer Investment Corp 0.00% No change 89 $4K
POM Investment Strategies, LLC 0.00% New 88 $4K
Redwood Park Advisors LLC 0.00% Reduce -77.1% 79 $4K
Bullock Wealth Management Group 0.00% — 68 $3K
MTM Investment Management, LLC 0.00% No change 62 $3K
Security National Bank 0.00% New 47 $2K
Hantz Financial Services, Inc. 0.00% Reduce -66.9% 42 $2K
Tradewinds Capital Management, LLC 0.00% No change 44 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 37 $2K
Networth Advisors, LLC 0.00% — 34 $2K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 34 $2K
Private Wealth Asset Management, LLC 0.00% No change 30 $1K
Decker Retirement Planning Inc. 0.00% No change 22 $977
Hoey Investments, Inc. 0.00% No change 21 $933
Wilkerson Advisory Group LLC 0.00% — 13 $577
10Elms LLP 0.00% No change 12 $533
SHP Wealth Management 0.00% — 5 $222
Sittner & Nelson, LLC 0.00% New 2 $96
Key Capital Management, INC 0.00% — 2 $89
DecisionPoint Financial, LLC 0.00% New 2 $89

"% 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.