Ste STR SPDR PT DW Eu ETFSPDWETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 1,207 institutions reported holding Ste STR SPDR PT DW Eu ETF (SPDW) in their 13F filings, up 43 from Q4 2025. 94 opened new positions and 47 sold out. The largest holders were Creative Planning ($6.1B), Financial Engines Advisors L.L.C. ($2.5B) and LPL Financial LLC ($1.7B). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ste STR SPDR PT DW Eu ETF
- Filed as
- SPDR INDEX SHS FDS (Q1 2026)
- CUSIP
- 78463X889
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $701.7M |
| Exits | 47 | $123.5M |
All 13F filers, Q4 2025 → Q1 2026: 67,617,113 shares bought and 31,431,579 shares sold, net +36,185,534 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,207 holders
| Creative Planning | 4.14% | Add +6.9% | 133,821,065 | $6.1B |
| Financial Engines Advisors L.L.C. | 5.18% | Reduce -2.4% | 55,849,043 | $2.5B |
| LPL Financial LLC | 0.46% | Add +1.8% | 38,025,802 | $1.7B |
| Allworth Financial LP | 5.47% | Reduce -1.1% | 29,472,844 | $1.3B |
| Auto-Owners Insurance Co | 18.77% | No change | 19,637,666 | $896.5M |
| Cwm, LLC | 2.12% | Add +13.9% | 17,682,357 | $807.2M |
| Morgan Stanley | 0.05% | Add +38.3% | 16,480,575 | $752.3M |
| Jane Street Group, LLC | 0.66% | Add +12238.4% | 13,344,665 | $609.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 2.16% | — | 12,291,718 | $561.1M |
| Envestnet Asset Management Inc. | 0.11% | Add +12.1% | 8,928,162 | $407.6M |
| UBS Group AG | 0.07% | Add +4.7% | 8,789,986 | $401.3M |
| Betterment LLC | 0.71% | Add +11.5% | 8,266,335 | $377.4M |
| State Street Corp. | 0.01% | Reduce -6.8% | 7,886,187 | $360.0M |
| Vantagepoint Investment Advisers LLC | 2.46% | Add +0.7% | 6,371,313 | $290.9M |
| Nearwater Capital Markets, Ltd | 6.50% | New | 6,039,200 | $275.7M |
| Commonwealth Equity Services, LLC | 0.37% | Add +0.3% | 5,726,102 | $261.4M |
| Stifel Financial Corp. | 0.22% | Reduce -2.7% | 5,153,537 | $235.3M |
| Horizon Investments, LLC | 2.44% | Reduce -0.7% | 4,774,505 | $218.0M |
| Bank of America Corp. | 0.02% | Reduce -33.0% | 4,665,294 | $213.0M |
| Mariner, LLC | 0.24% | Reduce -4.0% | 4,474,043 | $204.2M |
| Osaic Holdings, Inc. | 0.29% | Reduce -3.9% | 4,407,055 | $201.2M |
| HighTower Advisors, LLC | 0.20% | Add +6.8% | 4,227,683 | $193.0M |
| Advisory Alpha, LLC | 5.11% | Reduce -4.5% | 4,093,030 | $186.8M |
| Raymond James Financial Inc. | 0.06% | Add +28.8% | 3,988,098 | $182.1M |
| Stadion Money Management, LLC | 18.08% | Reduce -10.6% | 3,938,291 | $179.8M |
| Benjamin Edwards Inc. | 1.76% | Reduce -3.7% | 3,875,058 | $176.9M |
| Strategies Wealth Advisors, LLC | 16.48% | Add +0.8% | 3,593,551 | $164.0M |
| Ameriprise Financial Inc. | 0.03% | Add +13.5% | 3,118,182 | $142.4M |
| Clearstead Advisors, LLC | 1.29% | Add +1.9% | 3,100,372 | $141.5M |
| Truist Financial Corp. | 0.18% | Add +52.0% | 2,929,518 | $133.7M |
| Vicus Capital | 9.65% | Add +60.3% | 2,876,162 | $131.3M |
| Pathstone Holdings, LLC | 0.52% | Reduce -1.6% | 2,875,556 | $131.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +4.8% | 2,666,364 | $121.7M |
| Equitable Holdings, Inc. | 0.78% | Add +5.1% | 2,716,598 | $120.6M |
| JNBA Financial Advisors | 9.53% | Add +11.1% | 2,506,993 | $114.4M |
| Flow Traders U.S. LLC | 3.61% | New | 2,493,051 | $113.8M |
| AlphaCore Capital LLC | 2.65% | Reduce -5.3% | 2,448,660 | $111.8M |
| Envestnet Portfolio Solutions, Inc. | 0.62% | Reduce -8.3% | 2,437,302 | $111.3M |
| State Farm Mutual Automobile Insurance Co. | 0.08% | New | 2,352,670 | $107.4M |
| Gradient Investments LLC | 1.60% | Add +3.6% | 2,265,319 | $103.4M |
| Cetera Investment Advisers | 0.11% | Add +5.0% | 2,259,941 | $103.2M |
| Sei Investments Co. | 0.09% | Reduce -2.3% | 2,254,946 | $102.9M |
| Independent Advisor Alliance | 1.10% | Add +1089.7% | 2,236,073 | $102.1M |
| GeoWealth Management, LLC | 3.66% | Reduce -0.3% | 2,225,192 | $101.6M |
| Capital Asset Advisory Services LLC | 3.81% | Add +1.6% | 2,013,662 | $99.3M |
| MML Investors Services, LLC | 0.27% | Add +19.3% | 2,154,387 | $98.3M |
| McNamara Financial Services, Inc. | 18.11% | Reduce -2.4% | 2,096,149 | $95.7M |
| Cerity Partners LLC | 0.14% | Add +69.4% | 2,090,453 | $95.4M |
| Advocacy Wealth Management, LLC | 4.19% | Reduce -1.1% | 2,076,370 | $94.8M |
| Axxcess Wealth Management, LLC | 3.01% | Add +0.1% | 2,055,459 | $93.8M |
| Assetmark, Inc. | 0.19% | Reduce -8.1% | 2,048,361 | $93.5M |
| Private Advisor Group, LLC | 0.43% | Add +0.8% | 2,028,656 | $92.6M |
| Wells Fargo & Company | 0.02% | Add +11.3% | 1,971,124 | $90.0M |
| Dakota Wealth Management | 1.94% | Add +41.7% | 1,957,231 | $89.3M |
| Capitolis Liquid Global Markets LLC | 0.57% | — | 1,949,500 | $89.0M |
| Exchange Traded Concepts, LLC | 0.67% | Add +1.9% | 1,912,258 | $87.3M |
| Savant Capital, LLC | 0.42% | Add +1.9% | 1,910,187 | $87.2M |
| JPMorgan Chase & Co. | 0.01% | Add +7.4% | 1,972,288 | $87.2M |
| Peterson Wealth Advisors, LLC | 11.42% | Add +15.5% | 1,880,432 | $85.8M |
| Royal Bank of Canada | 0.02% | Reduce -2.2% | 1,839,191 | $84.0M |
| Schneider Downs Wealth Management Advisors, LP | 9.09% | Add +1.7% | 1,804,741 | $82.4M |
| AlphaStar Capital Management, LLC | 6.05% | Reduce -8.7% | 1,798,075 | $82.1M |
| Park Avenue Securities LLC | 0.64% | Add +3.1% | 1,785,054 | $81.5M |
| Corient Private Wealth LP | 0.11% | Add +4.4% | 1,693,142 | $77.3M |
| Diversify Wealth Management, LLC | 1.38% | Add +54.5% | 1,615,919 | $77.2M |
| Center for Financial Planning, Inc. | 7.68% | Add +1299466.1% | 1,611,462 | $73.6M |
| Confluence Investment Management LLC | 1.13% | Reduce -2.7% | 1,592,493 | $72.7M |
| HighPoint Advisor Group LLC | 2.97% | Add +5.2% | 1,551,434 | $70.8M |
| Alliancebernstein L.P. | 0.02% | Add +16.6% | 1,504,612 | $66.8M |
| Rockefeller Capital Management L.P. | 0.12% | Reduce -0.3% | 1,456,505 | $66.5M |
| Greenleaf Trust | 0.63% | Add +26.7% | 1,414,453 | $64.6M |
| Facet Wealth, Inc. | 1.10% | Add +5.5% | 1,388,924 | $63.4M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -3.9% | 1,387,965 | $63.4M |
| Wealthcare Advisory Partners LLC | 1.23% | Add +8.9% | 1,386,698 | $63.3M |
| Truefg, LLC | 16.68% | Reduce -0.5% | 1,378,289 | $62.9M |
| Walkner Condon Financial Advisors LLC | 7.61% | Add +12.5% | 1,264,278 | $57.7M |
| Thrivent Financial for Lutherans | 0.11% | Reduce -0.1% | 1,234,996 | $56.4M |
| Stratos Wealth Partners, LTD. | 0.64% | Add +0.9% | 1,222,405 | $55.8M |
| BlackRock, Inc. | 0.00% | Add +122.1% | 1,218,725 | $55.6M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -41.2% | 1,187,270 | $54.7M |
| Integrated Wealth Concepts LLC | 0.43% | Add +25.6% | 1,180,997 | $53.9M |
| Lifeworks Advisors, LLC | 6.82% | Add +2.0% | 1,163,737 | $53.1M |
| CGN Advisors LLC | 4.19% | Reduce -1.9% | 1,163,422 | $53.1M |
| Halbert Hargrove Global Advisors, LLC | 2.56% | Reduce -27.2% | 1,156,018 | $52.8M |
| Clearwater Capital Advisors, LLC | 4.15% | Add +2.1% | 1,126,738 | $51.4M |
| TTP Investments, Inc. | 21.26% | New | 1,117,102 | $51.0M |
| Brio Consultants, LLC | 5.87% | Add +0.4% | 976,036 | $48.0M |
| Global Strategic Investment Solutions, LLC | 4.50% | Reduce -3.2% | 1,002,460 | $45.8M |
| Tiaa Trust, National Association | 2.71% | Reduce -92.8% | 976,726 | $44.6M |
| Boston Standard Wealth Management, LLC | 7.29% | Reduce -3.2% | 959,770 | $44.5M |
| Ballentine Partners, LLC | 0.57% | Add +0.6% | 891,786 | $40.7M |
| TSG Advice Partners, LLC | 5.67% | New | 828,748 | $37.8M |
| MAI Capital Management | 0.21% | Add +1.4% | 826,336 | $37.7M |
| IFP Advisors, Inc | 0.78% | Add +3.9% | 825,847 | $37.7M |
| Aptus Capital Advisors, LLC | 0.31% | Add +3.0% | 812,605 | $37.1M |
| KWB Wealth | 3.65% | Reduce -7.7% | 830,400 | $36.9M |
| ProVise Management Group, LLC | 2.62% | Add +1.3% | 798,533 | $36.5M |
| Garrett Wealth Advisory Group, LLC | 6.44% | Reduce -2.2% | 793,276 | $36.2M |
| Beacon Pointe Advisors, LLC | 0.19% | Add +20.3% | 791,394 | $36.1M |
| Farther Finance Advisors, LLC | 0.33% | Add +71.7% | 761,956 | $35.4M |
| Geneos Wealth Management Inc. | 0.82% | Add +2.1% | 771,055 | $35.2M |
| Knightsbridge Asset Management, LLC | 4.76% | Add +0.7% | 768,706 | $35.1M |
| Concord Wealth Partners | 4.52% | Add +3.0% | 763,350 | $34.8M |
| Meeder Advisory Services, Inc. | 1.43% | Reduce -3.8% | 750,306 | $34.3M |
| Concord Asset Management, LLC | 5.77% | Add +3.1% | 747,992 | $34.1M |
| First Heartland Consultants, Inc. | 2.57% | Add +1.7% | 733,830 | $33.5M |
| Auour Investments LLC | 10.54% | Add +1.5% | 733,723 | $33.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.2% | 732,220 | $33.4M |
| Apella Capital, LLC | 0.49% | Add +2.7% | 665,721 | $33.0M |
| Landmark Wealth Management, Inc. | 12.42% | Reduce -4.0% | 721,334 | $32.9M |
| Gibbs Wealth Management | 4.30% | Add +126.7% | 715,139 | $32.6M |
| SigFig Wealth Management, LLC | 0.95% | Add +7.3% | 713,109 | $32.6M |
| OneAscent Financial Services LLC | 1.75% | New | 708,441 | $32.3M |
| US Bancorp \de | 0.04% | Add +12.7% | 707,910 | $32.3M |
| Higgins & Schmidt Wealth Strategies LLC | 14.04% | Reduce -1.3% | 673,462 | $30.7M |
| ERn Financial, LLC | 5.63% | Reduce -4.2% | 655,788 | $29.9M |
| Rinkey Investments | 7.61% | Reduce -6.1% | 651,963 | $29.8M |
| Flagstone Financial Management | 7.38% | Reduce -0.9% | 651,133 | $29.7M |
| Bank of New York Mellon Corp | 0.01% | Add +3.3% | 650,316 | $29.7M |
| Wealth Advisors of Iowa, LLC | 9.16% | Add +8.2% | 648,321 | $29.6M |
| Procyon Advisors, LLC | 1.44% | Add +21.7% | 644,327 | $29.4M |
| Compton Financial Group, LLC | 6.44% | Reduce -15.3% | 638,728 | $29.2M |
| RFG - Bristol Wealth Advisors, LLC | 7.83% | Add +4.2% | 636,000 | $29.0M |
| Fiduciary Alliance LLC | 1.75% | Add +7.7% | 592,378 | $29.0M |
| Second Line Capital, LLC | 5.42% | Reduce -1.3% | 584,407 | $28.6M |
| Arax Advisory Partners | 0.79% | Add +4.2% | 613,126 | $28.0M |
| N.E.W. Advisory Services LLC | 2.07% | Reduce -0.2% | 605,577 | $27.6M |
| GM Advisory Group, LLC | 1.06% | Add +10.5% | 601,166 | $27.4M |
| NewEdge Advisors, LLC | 0.10% | Reduce -3.5% | 600,975 | $27.4M |
| Pure Financial Advisors, LLC | 0.40% | Add +4.0% | 600,699 | $27.4M |
| Atlas Private Wealth Advisors | 6.35% | Reduce -0.4% | 590,506 | $27.0M |
| JDM Financial Group LLC | 10.35% | Add +13.7% | 744,083 | $26.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.8% | 582,238 | $26.6M |
| Headland Capital, LLC | 7.46% | Add +2.2% | 580,365 | $26.5M |
| Hobbs Group Advisors, LLC | 7.84% | Add +3.1% | 574,518 | $26.2M |
| Astoria Portfolio Advisors LLC. | 5.52% | Add +3.7% | 533,502 | $25.9M |
| Treasure Coast Financial Planning | 13.00% | Add +0.8% | 553,081 | $25.2M |
| Blueprint Investment Partners LLC | 2.52% | Reduce -28.2% | 541,704 | $24.7M |
| Signature Estate & Investment Advisors LLC | 0.49% | Reduce -22.3% | 526,476 | $24.0M |
| St Germain D J Co. Inc. | 0.95% | Add +6.1% | 523,769 | $23.9M |
| Kingswood Wealth Advisors, LLC | 1.12% | Reduce -1.2% | 517,962 | $23.6M |
| Debussy Capital Management LP | 3.26% | Add +16.9% | 515,727 | $23.5M |
| Brighton Securities Corp. | 11.12% | Reduce -6.4% | 505,524 | $23.1M |
| JT Stratford LLC | 2.90% | Add +24.3% | 497,402 | $22.7M |
| Focus Partners Wealth | 0.03% | Reduce -0.4% | 496,235 | $22.7M |
| Henderson Brothers Financial Partners, LLC | 5.69% | — | 492,027 | $22.5M |
| Moneco Advisors, LLC | 1.73% | Add +39.4% | 487,362 | $22.2M |
| Merit Financial Group, LLC | 0.16% | Add +3.5% | 479,913 | $21.9M |
| Tennessee Valley Asset Management Partners | 2.78% | Add +9.2% | 461,791 | $21.1M |
| Waverly Advisors, LLC | 0.16% | Reduce -3.4% | 459,812 | $21.0M |
| Snowden Capital Advisors LLC | 0.56% | Add +2.3% | 458,502 | $20.9M |
| Fidelity D & D Bancorp Inc. | 8.38% | Add +12.5% | 457,984 | $20.9M |
| Leicht Financial Planning & Wealth Management, Inc. | 9.37% | Reduce -1.3% | 452,684 | $20.7M |
| Proffitt & Goodson Inc. | 3.19% | Reduce -14.2% | 452,512 | $20.7M |
| Wrapmanager Inc. | 6.94% | Add +18.8% | 437,340 | $20.0M |
| Valmark Advisers, Inc. | 0.24% | Reduce -0.8% | 435,784 | $19.9M |
| Values Added Financial LLC | 8.23% | Add +7.5% | 428,469 | $19.6M |
| Atria Investments, Inc | 0.21% | Add +5.6% | 418,854 | $19.1M |
| IAG Wealth Partners, LLC | 2.11% | Add +10.2% | 414,844 | $18.9M |
| Kestra Advisory Services, LLC | 0.07% | Add +13.9% | 407,110 | $18.6M |
| IHT Wealth Management, LLC | 0.43% | Add +3.0% | 406,494 | $18.6M |
| Invenio Wealth Partners LLC | 7.26% | Add +20.2% | 400,523 | $18.3M |
| Seeds Investor LLC | 2.48% | Add +6.1% | 370,987 | $18.2M |
| Portside Wealth Group, LLC | 2.47% | Add +7.4% | 398,503 | $18.2M |
| Fifth Third Bancorp | 0.03% | Add +807.2% | 389,085 | $17.8M |
| Citigroup Inc. | 0.01% | Add +50.5% | 385,282 | $17.6M |
| Mason & Associates, LLC | 4.01% | Reduce -4.0% | 383,909 | $17.5M |
| Empowered Funds, LLC | 0.11% | Add +55.4% | 382,988 | $17.5M |
| Goodman Financial Corp | 2.99% | Reduce -53.5% | 380,754 | $17.4M |
| BNP Paribas Financial Markets | 0.01% | New | 376,600 | $17.2M |
| Belpointe Asset Management LLC | 0.61% | Add +0.3% | 365,956 | $16.7M |
| Strategic Financial Partners, Ltd. | 7.20% | Add +12.5% | 365,369 | $16.7M |
| Advyzon Investment Management, LLC | 1.49% | Reduce -0.9% | 365,049 | $16.7M |
| Rodgers & Associates, LTD | 1.67% | Reduce -1.7% | 360,377 | $16.5M |
| SCS Capital Management LLC | 0.17% | Add +0.3% | 349,934 | $16.0M |
| Moss Adams Wealth Advisors LLC | 1.17% | Reduce -3.3% | 349,628 | $16.0M |
| Sanctuary Advisors, LLC | 0.09% | Add +11.5% | 347,757 | $15.9M |
| Summit Financial, LLC | 0.20% | Add +233.0% | 341,282 | $15.6M |
| Scotia Capital Inc. | 0.06% | Add +1.1% | 337,621 | $15.4M |
| RFG Advisory, LLC | 0.28% | Reduce -18.1% | 337,579 | $15.4M |
| Cornerstone Wealth Management, LLC | 0.77% | Add +16.2% | 336,054 | $15.3M |
| &partners | 0.08% | Add +33.3% | 334,773 | $15.3M |
| Abound Financial, LLC | 6.67% | Reduce -8.2% | 334,411 | $15.3M |
| Capital Investment Management, Inc. | 5.19% | Reduce -9.7% | 330,930 | $15.1M |
| Reston Wealth Management LLC | 4.62% | Reduce -64.4% | 330,635 | $15.1M |
| Summit Global Investments | 0.89% | Reduce -69.2% | 328,991 | $15.0M |
| Cary Street Partners Financial LLC | 0.37% | Add +0.2% | 328,131 | $15.0M |
| Probity Advisors, Inc. | 2.35% | Reduce -1.9% | 325,218 | $14.8M |
| Millington Financial Advisors, LLC | 6.22% | Add +4.5% | 304,848 | $14.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +79.6% | 322,109 | $14.7M |
| Plante Moran Financial Advisors, LLC | 0.95% | Reduce -8.3% | 320,412 | $14.6M |
| Macco Financial Group, Inc. | 11.02% | Add +25.8% | 318,789 | $14.6M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -45.6% | 316,393 | $14.4M |
| Gradient Capital Advisors, LLC | 3.73% | Reduce -2.1% | 315,068 | $14.4M |
| Brookstone Capital Management | 0.16% | Add +29.6% | 314,238 | $14.3M |
| Harbour Investments, Inc. | 0.22% | Add +18.6% | 309,665 | $14.1M |
| Signal Advisors Wealth, LLC | 0.96% | Add +14.4% | 306,971 | $14.0M |
| Sanchez Wealth Management Group | 3.02% | Add +1.3% | 306,344 | $14.0M |
| Blueprint Financial Advisors LLC | 2.07% | Reduce -20.6% | 306,052 | $14.0M |
| Great Valley Advisor Group, Inc. | 0.25% | Add +15.5% | 303,236 | $13.8M |
| Certified Advisory Corp | 1.22% | Add +4.8% | 298,256 | $13.6M |
| Navigation Group, LLC | 3.19% | — | 298,134 | $13.6M |
| Pecaut & Co. | 4.39% | Add +34.9% | 295,863 | $13.5M |
| Western Wealth Management, LLC | 0.51% | Add +47.4% | 295,301 | $13.5M |
| Retiremitten Financial LLC | 6.45% | — | 292,243 | $13.3M |
| Collaborative Wealth Managment Inc. | 6.13% | Add +19.5% | 291,410 | $13.3M |
| O'Connor Financial Group LLC | 5.44% | Add +0.3% | 291,328 | $13.3M |
| Palatine Hill Wealth Management, LLC | 11.54% | Reduce -22.9% | 290,359 | $13.3M |
| Partners in Financial Planning | 2.20% | Reduce -0.1% | 289,975 | $13.2M |
| Cascade Financial Partners, LLC | 1.36% | Add +0.6% | 289,571 | $13.2M |
| Foundations Investment Advisors, LLC | 0.16% | Add +21.0% | 286,371 | $13.1M |
| FMR LLC | 0.00% | Add +5.2% | 285,646 | $13.0M |
| Sage Advisory Services, Ltd.Co. | 7.08% | Reduce -0.1% | 283,084 | $12.9M |
| Clear Retirement Advice LLC | 10.08% | Add +0.6% | 281,259 | $12.8M |
| Waller Financial Planning Group, Inc. | 2.83% | Reduce -2.1% | 281,244 | $12.8M |
| Horizon Financial Services, LLC | 5.65% | Add +1.7% | 279,765 | $12.8M |
| DORVAL Corp | 3.94% | Reduce -7.3% | 278,311 | $12.7M |
| Tortoise Investment Management, LLC | 1.04% | Add +2.5% | 276,912 | $12.6M |
| Boltwood Capital Management | 3.20% | Reduce -0.2% | 274,680 | $12.5M |
| Aquire Wealth Advisors, LLC | 3.27% | Reduce -5.4% | 272,766 | $12.5M |
| Financial Planning Fort Collins, LLC | 9.70% | Add +7.9% | 255,858 | $12.4M |
| Focus Partners Advisor Solutions, LLC | 0.12% | Reduce -1.4% | 271,523 | $12.4M |
| Range Advisory, LLC | 2.29% | Add +37.4% | 270,388 | $12.3M |
| NovaPoint Capital, LLC | 3.08% | Add +15.5% | 268,597 | $12.3M |
| Kagan Cocozza Asset Management | 8.42% | Add +1.3% | 262,191 | $12.0M |
| Aspire Private Capital, LLC | 2.70% | Reduce -12.8% | 261,746 | $11.9M |
| Roble, Belko & Company, Inc | 1.51% | Reduce -5.9% | 260,037 | $11.9M |
| Montz Harcus Wealth Management LLC | 4.67% | Add +8.5% | 253,360 | $11.6M |
| Leslie Global Wealth, LLC | 6.06% | Add +6.0% | 251,852 | $11.5M |
| Simplicity Wealth,LLC | 0.65% | Add +21.9% | 251,409 | $11.5M |
| Gateway Wealth Partners, LLC | 0.45% | Add +67.9% | 250,786 | $11.4M |
| Lifestyle Asset Management, Inc. | 3.68% | Add +3.3% | 246,584 | $11.3M |
| Signet Financial Management, LLC | 1.25% | Reduce -1.1% | 245,056 | $11.2M |
| AE Wealth Management LLC | 0.06% | Add +5.3% | 244,583 | $11.2M |
| Marathon Strategic Advisors, LLC | 8.02% | Add +2.0% | 244,233 | $11.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.16% | Add +25.1% | 242,675 | $11.1M |
| Kingsview Wealth Management, LLC | 0.15% | Add +56.8% | 239,953 | $11.0M |
| Delta Wealth Advisors LLC | 8.30% | Add +11.7% | 239,035 | $10.9M |
| Mgo One Seven LLC | 0.22% | Add +755.5% | 238,604 | $10.9M |
| Rosenberg Matthew Hamilton | 2.22% | Reduce -1.5% | 237,100 | $10.8M |
| Amicus Financial Advisors, LLC | 2.98% | Reduce -1.0% | 237,066 | $10.8M |
| TPG Financial Advisors, LLC | 3.50% | Add +8.0% | 235,549 | $10.8M |
| Luken Investment Analytics, LLC | 4.07% | Add +47.2% | 232,694 | $10.6M |
| Wrenne Financial Planning LLC | 4.13% | Add +2.2% | 230,898 | $10.5M |
| WBH Advisory Inc. | 0.79% | Add +16.4% | 226,895 | $10.5M |
| Quantinno Capital Management LP | 0.02% | Add +59.9% | 229,532 | $10.5M |
| Mutual Advisors, LLC | 0.22% | Add +5.3% | 228,669 | $10.4M |
| Valtinson Bruner Financial Planning LLC | 2.86% | Add +9.8% | 227,987 | $10.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.59% | Reduce -38.0% | 227,899 | $10.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.28% | Reduce -0.1% | 224,086 | $10.2M |
| Flagship Harbor Advisors, LLC | 0.45% | Add +1.7% | 222,749 | $10.2M |
| New England Capital Financial Advisors LLC | 2.77% | Reduce -4.3% | 221,732 | $10.1M |
| Fort Point Capital Partners LLC | 1.33% | Add +10.3% | 221,540 | $10.1M |
| Lanark Financial, Inc. | 0.75% | Add +2.8% | 217,576 | $9.9M |
| Collier Financial | 7.38% | Reduce -2.1% | 211,873 | $9.7M |
| Partnership Wealth Management, LLC | 7.34% | Reduce -7.8% | 210,834 | $9.6M |
| Xena Financial Planning, LLC | 10.70% | Add +0.1% | 207,551 | $9.5M |
| Brown Financial Advisory | 4.70% | Add +0.7% | 207,722 | $9.5M |
| Cornerstone Financial Group, LLC | 5.97% | Add +8.1% | 190,315 | $9.3M |
| Salomon & Ludwin, LLC | 0.82% | Add +10.7% | 199,594 | $9.2M |
| Jones Financial Companies LLLP | 0.00% | Add +55.1% | 207,597 | $9.2M |
| Modera Wealth Management, LLC | 0.11% | Reduce -23.2% | 199,721 | $9.1M |
| Integrated Capital Management, Inc. | 6.05% | Reduce -6.2% | 199,317 | $9.1M |
| Atlas Capital Advisors Inc. | 1.04% | Add +1.5% | 198,510 | $9.1M |
| Orin Green Financial, LLC | 3.72% | Reduce -2.6% | 198,499 | $9.1M |
| Legacy Solutions, LLC | 8.27% | Reduce -6.8% | 195,441 | $8.9M |
| Arete Wealth Advisors, LLC | 0.67% | Reduce -0.5% | 194,586 | $8.9M |
| Verus Capital Partners, LLC | 0.61% | Reduce -0.4% | 192,988 | $8.8M |
| Fortitude Financial, LLC | 4.65% | Reduce -2.0% | 192,504 | $8.8M |
| Security Financial Services, INC. | 1.38% | Reduce -14.0% | 191,528 | $8.7M |
| Truepoint, Inc. | 0.19% | Reduce -10.5% | 191,311 | $8.7M |
| Ignite Planners, LLC | 1.34% | Add +4.3% | 191,090 | $8.7M |
| CreativeOne Wealth, LLC | 0.20% | Add +10.9% | 189,376 | $8.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.49% | Add +92.7% | 189,198 | $8.6M |
| Squarepoint Ops LLC | 0.02% | Add +1965.7% | 188,499 | $8.6M |
| Rwa Wealth Partners, LLC | 0.09% | Add +7.1% | 185,880 | $8.5M |
| IFS Advisors, LLC | 4.36% | Add +5.0% | 185,542 | $8.5M |
| Aire Advisors, LLC | 1.54% | Reduce -0.5% | 184,370 | $8.4M |
| Independent Financial Group, LLC | 0.18% | Add +2.5% | 180,344 | $8.2M |
| YHB Investment Advisors, Inc. | 0.58% | Add +0.1% | 178,731 | $8.2M |
| Bay Capital Advisors, LLC | 4.98% | Add +2.9% | 176,999 | $8.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | New | 176,491 | $8.1M |
| Venturi Wealth Management, LLC | 0.36% | Reduce -0.2% | 176,059 | $8.0M |
| Seven Springs Wealth Group, LLC | 1.89% | Reduce -0.3% | 175,926 | $8.0M |
| Old Mission Capital LLC | 0.18% | New | 170,221 | $7.8M |
| Ironwood Wealth Management, LLC. | 2.22% | Reduce -0.9% | 169,460 | $7.7M |
| XML Financial, LLC | 0.62% | Add +4.7% | 169,407 | $7.7M |
| Richmond Investment Services, LLC | 1.24% | Reduce -2.1% | 168,604 | $7.7M |
| Planwiser Financial, LLC | 5.55% | Reduce -9.3% | 156,907 | $7.7M |
| Bensler, LLC | 0.79% | Add +7.8% | 167,062 | $7.6M |
| Novem Group | 0.87% | Add +0.1% | 166,685 | $7.6M |
| Convergence Financial, LLC | 0.81% | Add +15.2% | 166,581 | $7.6M |
| Optimist Retirement Group LLC | 3.35% | Reduce -0.9% | 166,399 | $7.6M |
| Sentinel Pension Advisors, LLC | 1.12% | Reduce -0.5% | 166,392 | $7.6M |
| TCP Asset Management, LLC | 0.97% | New | 165,706 | $7.6M |
| Fairfield University | 3.78% | Reduce -25.3% | 165,301 | $7.5M |
| Financial Advisory Partners, LLC | 2.12% | Add +8.0% | 164,096 | $7.5M |
| Ausdal Financial Partners, Inc. | 0.33% | Reduce -72.6% | 163,343 | $7.5M |
| CSM Advisors, LLC | 0.18% | Reduce -12.9% | 162,925 | $7.4M |
| Diligent Investors, LLC | 1.82% | Reduce -2.5% | 161,121 | $7.4M |
| AQR Capital Management | 0.00% | Add +31.5% | 160,864 | $7.3M |
| Nicolet Bankshares Inc. | 0.27% | Add +2975.7% | 159,260 | $7.3M |
| Sherman Wealth Management LLC | 6.21% | Add +12.0% | 158,463 | $7.2M |
| WealthTrak Capital Management LLC | 5.12% | Add +29.1% | 156,926 | $7.2M |
| Vista Cima Wealth Management LLC | 7.07% | Add +50.1% | 156,718 | $7.2M |
| BayBridge Capital Group, LLC | 4.43% | No change | 161,000 | $7.2M |
| Aerodigm Wealth, LLC | 2.67% | Reduce -0.6% | 155,186 | $7.1M |
| Cresset Asset Management, LLC | 0.03% | Add +0.3% | 154,168 | $7.0M |
| Battery Global Advisors, LLC | 3.74% | No change | 152,557 | $7.0M |
| Oregon Pacific Wealth Management, LLC | 7.24% | Reduce -0.4% | 151,927 | $6.9M |
| Avior Wealth Management, LLC | 0.19% | Add +0.1% | 150,170 | $6.9M |
| Vested Financial Planning, LLC | 5.22% | Add +9.0% | 150,138 | $6.9M |
| Fourth Dimension Wealth, LLC | 2.59% | Add +1.9% | 149,340 | $6.8M |
| Benchmark Financial, LLC | 6.08% | Add +15.8% | 148,467 | $6.8M |
| BIP Wealth, LLC | 0.27% | Reduce -15.9% | 147,908 | $6.8M |
| Sheets Smith Wealth Management | 0.75% | Add +1.8% | 145,789 | $6.7M |
| Total Clarity Wealth Management, Inc. | 1.56% | Add +18.7% | 145,554 | $6.6M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -39.0% | 144,492 | $6.6M |
| Continuum Advisory, LLC | 0.60% | Reduce -8.9% | 138,090 | $6.3M |
| Raleigh Capital Management Inc. | 2.17% | Reduce -3.8% | 137,514 | $6.3M |
| Wilkins Miller Wealth Management, LLC | 3.80% | Add +2.6% | 137,492 | $6.3M |
| BCS Wealth Management | 1.25% | Reduce -48.5% | 134,139 | $6.1M |
| Capital Analysts, LLC | 0.16% | Add +3.7% | 132,939 | $6.1M |
| Cary Street Partners Investment Advisory LLC | 1.55% | Add +18.4% | 132,570 | $6.1M |
| Tyche Wealth Partners LLC | 0.91% | Add +14.1% | 129,443 | $5.9M |
| FDx Advisors, Inc. | 1.88% | New | 129,267 | $5.9M |
| Montis Financial, LLC | 1.22% | Add +4.1% | 129,133 | $5.9M |
| North Star Asset Management Inc. | 0.25% | Reduce -9.5% | 128,331 | $5.9M |
| Cornerstone Advisors Asset Management, LLC | 0.90% | Reduce -1.4% | 128,034 | $5.8M |
| Occidental Asset Management, LLC | 0.69% | Add +5.3% | 127,626 | $5.8M |
| Advisory Services Network, LLC | 0.08% | Reduce -8.8% | 127,301 | $5.8M |
| Symphony Financial, Ltd. Co. | 0.76% | Add +0.7% | 128,739 | $5.8M |
| Hughes Financial Services, LLC | 0.89% | Reduce -3.3% | 126,173 | $5.8M |
| Balefire, LLC | 1.08% | Add +21.6% | 125,446 | $5.7M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -1.8% | 125,258 | $5.7M |
| Arq Wealth Advisors, LLC | 1.03% | Reduce -1.7% | 125,233 | $5.7M |
| Yukon Wealth Management, Inc. | 3.40% | Add +1.6% | 124,761 | $5.7M |
| Breachway Investments LLC | 5.35% | Add +3.1% | 120,120 | $5.6M |
| Red Wave Investments LLC | 1.65% | Reduce -11.3% | 120,755 | $5.5M |
| Smith Thornton Advisors LLC | 2.75% | Add +3.3% | 119,500 | $5.5M |
| LBMC Investment Advisors, LLC | 0.33% | Reduce -0.1% | 118,669 | $5.4M |
| Schwallier Wealth Management LLC | 3.96% | Reduce -6.5% | 118,623 | $5.4M |
| Valpey Financial Services, LLC | 3.52% | Reduce -4.5% | 118,361 | $5.4M |
| FSB Premier Wealth Management, Inc. | 1.69% | Reduce -5.0% | 117,961 | $5.4M |
| Integrity Wealth Solutions LLC | 2.08% | Reduce -0.2% | 115,870 | $5.3M |
| Ervin Investment Management, LLC | 3.05% | Add +4.1% | 114,088 | $5.2M |
| Towercrest Capital Management | 0.81% | Reduce -1.5% | 113,431 | $5.2M |
| SYM FINANCIAL Corp | 0.51% | Add +10.5% | 112,579 | $5.1M |
| International Private Wealth Advisors LLC | 3.14% | Add +1.8% | 112,460 | $5.1M |
| Harbor Advisory Corp. | 1.54% | No change | 112,330 | $5.1M |
| Brown Financial Advisors | 1.92% | Reduce -2.4% | 111,193 | $5.1M |
| Hirtle & Co., LLC | 0.20% | No change | 110,407 | $5.0M |
| Choreo, LLC | 0.06% | Reduce -0.5% | 110,321 | $5.0M |
| Heartwood Wealth Advisors LLC | 0.44% | Reduce -3.4% | 110,259 | $5.0M |
| Spartan Planning & Wealth Management | 3.71% | Reduce -38.3% | 109,908 | $5.0M |
| Vertex Planning Partners, LLC | 0.97% | Reduce -4.4% | 109,561 | $5.0M |
| Modern Wealth Management, LLC | 0.08% | Add +76.6% | 106,089 | $4.9M |
| Captrust Financial Advisors | 0.01% | Add +17.0% | 107,092 | $4.9M |
| Trilogy Capital Inc. | 0.22% | Add +3.6% | 106,464 | $4.9M |
| Smartleaf Asset Management LLC | 0.18% | Add +4.1% | 109,876 | $4.9M |
| Global Endowment Management, LP | 0.54% | Add +17.1% | 105,046 | $4.8M |
| Heritage Trust Co | 0.48% | No change | 104,933 | $4.8M |
| DeDora Capital, Inc. | 1.17% | No change | 104,837 | $4.8M |
| Aspetuck Financial Management LLC | 3.27% | Add +1.3% | 104,394 | $4.8M |
| Nwam LLC | 0.27% | Reduce -5.8% | 102,949 | $4.7M |
| Visionary Wealth Advisors | 0.21% | Reduce -4.6% | 102,316 | $4.7M |
| Norway Savings Bank | 2.20% | Add +1.0% | 101,508 | $4.6M |
| Keener Financial Planning LLC | 1.93% | Add +0.1% | 100,599 | $4.6M |
| Opes Wealth Management LLC | 0.76% | Add +3.0% | 97,736 | $4.5M |
| Northwest Wealth Advisors, LLC | 3.18% | Add +14.3% | 97,456 | $4.4M |
| Tranquilli Financial Advisor LLC | 2.58% | Reduce -11.6% | 96,670 | $4.4M |
| Oxinas Partners, LLC | 2.01% | Reduce -1.9% | 96,202 | $4.4M |
| Fidelis Capital Partners, LLC | 0.31% | Reduce -3.9% | 95,764 | $4.4M |
| Weitzel Financial Services, Inc. | 1.65% | Add +6.3% | 94,198 | $4.4M |
| Range Financial Group LLC | 1.45% | Add +2.0% | 94,602 | $4.3M |
| rebel Financial LLC | 1.87% | Reduce -6.6% | 94,523 | $4.3M |
| Financial Insights, Inc. | 1.39% | Reduce -0.1% | 93,812 | $4.3M |
| QP Wealth Management, LLC | 7.30% | Reduce -29.2% | 93,281 | $4.3M |
| HBW Advisory Services LLC | 0.45% | Add +0.5% | 92,697 | $4.2M |
| Venture Visionary Partners LLC | 0.14% | Add +4.5% | 91,770 | $4.2M |
| Colton Groome Financial Advisors, LLC | 1.19% | Reduce -4.3% | 91,569 | $4.2M |
| VestGen Advisors, LLC | 0.12% | Reduce -4.4% | 83,762 | $4.2M |
| Eclectic Associates Inc. | 0.55% | Add +3.4% | 90,936 | $4.2M |
| JRM Investment Counsel, LLC | 1.10% | No change | 90,103 | $4.1M |
| Towerpoint Wealth, LLC | 1.66% | Reduce -2.2% | 89,932 | $4.1M |
| Cabot Wealth Management Inc. | 0.47% | Add +9.8% | 89,841 | $4.1M |
| G&S Capital LLC | 1.44% | Add +13.8% | 89,680 | $4.1M |
| PAX Financial Group, LLC | 0.70% | Reduce -8.6% | 89,372 | $4.1M |
| Renaissance Technologies | 0.01% | New | 88,900 | $4.1M |
| Gambit Capital Management, LLC | 2.90% | Add +99.2% | 88,733 | $4.1M |
| Legacy Wealth Partners, LLC | 1.02% | Add +6.0% | 88,729 | $4.1M |
| One Capital Management, LLC | 0.11% | Add +20.8% | 88,390 | $4.0M |
| Principal Securities, Inc. | 0.06% | Add +61.0% | 88,356 | $4.0M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +14.5% | 86,897 | $4.0M |
| YANKCOM Partnership | 1.63% | No change | 86,755 | $4.0M |
| Novus Advisors, LLC | 8.84% | Reduce -7.0% | 86,600 | $4.0M |
| ORBA Wealth Advisors, L.L.C. | 4.68% | Reduce -14.8% | 86,004 | $3.9M |
| Alliance Wealth Management Group | 0.86% | Reduce -1.8% | 85,744 | $3.9M |
| Steele Capital Management, Inc. | 0.16% | Reduce -0.7% | 85,629 | $3.9M |
| Paladin Wealth, LLC | 2.66% | Add +8.9% | 84,788 | $3.9M |
| LexAurum Advisors, LLC | 0.50% | — | 84,717 | $3.9M |
| Cooksen Wealth, LLC | 2.80% | Add +3.2% | 84,579 | $3.9M |
| UNIVEST FINANCIAL Corp | 0.22% | Add +5.9% | 84,519 | $3.9M |
| Blair William & Co. | 0.01% | Add +13.3% | 84,409 | $3.9M |
| Patriot Investment Management Group, Inc. | 0.25% | No change | 84,361 | $3.9M |
| Stevens Capital Partners | 0.93% | Add +89.5% | 84,289 | $3.8M |
| Optima Capital LLC | 1.77% | Add +5.3% | 83,365 | $3.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +76.8% | 83,275 | $3.8M |
| Private Trust Co. NA | 0.34% | Add +2.9% | 82,717 | $3.8M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +1.2% | 82,620 | $3.8M |
| Downshift Financial, LLC | 1.94% | Add +6.3% | 77,837 | $3.7M |
| Koshinski Asset Management, Inc. | 0.23% | Reduce -4.4% | 81,795 | $3.7M |
| Lowe Brockenbrough & Co. Inc. | 0.18% | No change | 81,222 | $3.7M |
| Richardson Financial Services Inc. | 2.31% | Reduce -11.9% | 80,956 | $3.7M |
| Larson Financial Group LLC | 0.12% | Reduce -9.9% | 80,817 | $3.7M |
| Rossby Financial, LCC | 0.77% | Add +12750.8% | 79,418 | $3.7M |
| Butensky & Cohen Financial Security, Inc. | 0.97% | Reduce -1.4% | 80,731 | $3.7M |
| NBT Bank, N.A. | 0.24% | Add +1.1% | 79,065 | $3.6M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 77,297 | $3.5M |
| Quent Capital, LLC | 0.25% | Reduce -1.1% | 76,866 | $3.5M |
| Global Financial Private Client, LLC | 1.14% | Reduce -2.1% | 76,482 | $3.5M |
| World Investment Advisors | 0.06% | Add +1.3% | 76,166 | $3.5M |
| Equita Financial Network, Inc. | 1.09% | Reduce -1.3% | 75,783 | $3.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -95.0% | 75,134 | $3.4M |
| SkyOak Wealth, LLC | 0.62% | Add +0.7% | 74,400 | $3.4M |
| Byrne Financial Freedom, LLC | 1.62% | Add +44.1% | 74,339 | $3.4M |
| American Investment Services, Inc. | 0.75% | Reduce -3.1% | 73,823 | $3.4M |
| Vista Investment Management | 1.13% | Add +2.9% | 73,683 | $3.4M |
| 21 West Wealth Management LLC | 3.03% | Reduce -2.0% | 71,571 | $3.3M |
| Sowell Financial Services LLC | 0.12% | Add +13.5% | 70,182 | $3.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.0% | 70,161 | $3.2M |
| Norden Group LLC | 0.30% | Add +0.8% | 69,049 | $3.2M |
| Virtue Capital Management, LLC | 0.48% | Reduce -3.1% | 70,840 | $3.1M |
| Forefront Wealth Partners, LLC | 1.30% | Add +13.0% | 68,149 | $3.1M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -3.7% | 67,959 | $3.1M |
| Life Planning Partners, Inc | 2.36% | Reduce -0.7% | 67,750 | $3.1M |
| SageView Advisory Group, LLC | 0.11% | Add +211.3% | 67,713 | $3.1M |
| Apeiron RIA LLC | 0.71% | Add +53.5% | 67,197 | $3.1M |
| Mattson Financial Services, LLC | 0.73% | Reduce -2.9% | 67,188 | $3.1M |
| Northwest Wealth Management, LLC | 0.46% | Reduce -6.4% | 66,903 | $3.1M |
| Savvy Advisors, Inc. | 0.08% | Add +0.4% | 66,780 | $3.0M |
| Parallel Advisors, LLC | 0.05% | Reduce -11.7% | 66,602 | $3.0M |
| TRB Wealth Management, LLC | 0.43% | — | 66,492 | $3.0M |
| TBH Global Asset Management, LLC | 0.61% | New | 66,442 | $3.0M |
| City National Bank of Florida | 1.79% | Reduce -7.4% | 65,613 | $3.0M |
| JFS Wealth Advisors, LLC | 0.17% | Reduce -1.4% | 65,004 | $3.0M |
| WLTH Capital Management, LLC | 2.31% | Reduce -1.1% | 64,706 | $3.0M |
| Landmark Wealth Management, LLC | 0.79% | Add +8.0% | 64,240 | $2.9M |
| Trinity Wealth Management, LLC | 1.07% | Add +0.3% | 63,831 | $2.9M |
| Columbia River Financial Group, LLC | 1.68% | Add +1.7% | 63,308 | $2.9M |
| FF Advisors,LLC | 1.17% | Reduce -0.1% | 59,728 | $2.9M |
| Walsh & Associates, LLC | 2.85% | Add +1.7% | 63,051 | $2.9M |
| Simon Quick Advisors, LLC | 0.13% | Reduce -0.7% | 62,624 | $2.9M |
| Zhang Financial LLC | 0.10% | Add +27.6% | 62,600 | $2.9M |
| United Asset Strategies, Inc. | 0.23% | Add +16.6% | 62,588 | $2.9M |
| Lunt Capital Management, Inc. | 1.10% | Reduce -2.8% | 62,490 | $2.9M |
| Rehmann Capital Advisory Group | 0.15% | Add +29.4% | 61,400 | $2.8M |
| ABLE Financial Group, LLC | 0.54% | Reduce -0.7% | 60,648 | $2.8M |
| Baron Financial Group, LLC | 1.49% | Reduce -0.5% | 60,578 | $2.8M |
| Bell Bank | 0.12% | Add +22.0% | 60,229 | $2.7M |
| Midwest Financial Network, LLC | 2.18% | Reduce -38.8% | 60,109 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -12.4% | 60,070 | $2.7M |
| Breakwater Investment Management | 1.01% | Reduce -0.4% | 59,550 | $2.7M |
| Chicago Capital, LLC | 0.07% | No change | 58,000 | $2.6M |
| Kohmann Bosshard Financial Services, LLC | 0.26% | No change | 57,563 | $2.6M |
| Carroll Advisory Group, LLC | 1.02% | Reduce -14.5% | 57,389 | $2.6M |
| Livet Wealth, LLC | 1.65% | Reduce -0.1% | 56,877 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.6% | 56,660 | $2.6M |
| Opus Capital Group, LLC | 0.28% | Reduce -0.4% | 56,401 | $2.6M |
| Ascent Group, LLC | 0.09% | Reduce -10.5% | 55,979 | $2.6M |
| Sharkey, Howes & Javer | 0.34% | Reduce -9.2% | 55,145 | $2.5M |
| First Manhattan Co. Llc. | 0.01% | Reduce -0.0% | 55,113 | $2.5M |
| AdvisorNet Financial, Inc | 0.13% | Add +2.9% | 55,084 | $2.5M |
| Money Concepts Capital Corp. | 0.14% | Add +17.9% | 53,908 | $2.5M |
| Watershed Private Wealth LLC | 0.77% | Reduce -6.9% | 53,830 | $2.5M |
| Financial Network Wealth Advisors LLC | 2.51% | Add +7.9% | 53,778 | $2.5M |
| Compound Planning, Inc. | 0.08% | Reduce -8.5% | 53,776 | $2.5M |
| Idaho Trust Co | 0.79% | Reduce -31.2% | 53,034 | $2.4M |
| Financial Connections Group, Inc. | 0.84% | Reduce -0.6% | 52,840 | $2.4M |
| Hibernia Wealth Partners, LLC | 0.70% | Add +42.2% | 52,219 | $2.4M |
| NewEdge Wealth, LLC | 0.03% | No change | 52,036 | $2.4M |
| Rockbridge Investment Management, LCC | 0.21% | Reduce -2.1% | 51,430 | $2.3M |
| Wedmont Private Capital | 0.08% | Add +0.6% | 48,645 | $2.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -42.5% | 51,415 | $2.3M |
| Sherman Asset Management, Inc. | 2.16% | Add +6.3% | 51,411 | $2.3M |
| Brown Advisory Inc. | 0.00% | Reduce -35.8% | 51,267 | $2.3M |
| Econ Financial Services Corp | 1.09% | Add +745.5% | 51,235 | $2.3M |
| Gainplan LLC | 1.75% | Reduce -0.1% | 51,172 | $2.3M |
| Tilson Financial Group, Inc. | 0.70% | Reduce -0.3% | 50,999 | $2.3M |
| Perennial Investment Advisors, LLC | 0.19% | Reduce -5.3% | 50,855 | $2.3M |
| HRT Financial LP | 0.01% | New | 50,700 | $2.3M |
| Arkadios Wealth Advisors | 0.04% | Add +197.5% | 50,430 | $2.3M |
| Stablepoint Partners, LLC | 0.34% | Add +8.6% | 49,722 | $2.3M |
| Capital Planning Advisors, LLC | 0.32% | Add +9.0% | 49,088 | $2.2M |
| Private Wealth Group, LLC | 1.04% | Add +2.0% | 48,865 | $2.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.15% | New | 47,986 | $2.2M |
| Pinnacle Associates Ltd. | 0.03% | New | 47,986 | $2.2M |
| Lockerman Financial Group, Inc. | 3.91% | Reduce -5.9% | 47,601 | $2.2M |
| Sage Mountain Advisors LLC | 0.15% | No change | 47,171 | $2.2M |
| Advisor OS, LLC | 0.15% | Reduce -59.8% | 46,431 | $2.1M |
| Andrews Advisory Associates, LLC | 1.11% | Reduce -11.3% | 46,252 | $2.1M |
| Silverlake Wealth Management LLC | 0.44% | Reduce -2.5% | 46,157 | $2.1M |
| Triad Wealth Partners, LLC | 0.17% | Add +42.9% | 45,935 | $2.1M |
| Investment Partners, LTD. | 0.75% | Reduce -3.0% | 45,918 | $2.1M |
| Comprehensive Money Management Services LLC | 1.37% | Reduce -1.3% | 45,597 | $2.1M |
| ACT Advisors, LLC. | 0.88% | Reduce -7.6% | 45,214 | $2.1M |
| Maridea Wealth Management LLC | 0.30% | Reduce -7.3% | 44,793 | $2.0M |
| Penobscot Wealth Management | 0.59% | Add +95.1% | 44,616 | $2.0M |
| IRON Financial LLC | 0.87% | Reduce -0.4% | 43,807 | $2.0M |
| McNaughton Wealth Management, LLC | 0.82% | Add +6.5% | 43,645 | $2.0M |
| Bluespring Wealth Management, LLC | 0.17% | No change | 43,537 | $2.0M |
| Tempus Wealth Planning, LLC | 0.45% | Add +4.6% | 43,123 | $2.0M |
| Enclave Advisors LLC | 0.28% | Add +7.3% | 42,987 | $2.0M |
| PCG Wealth Advisors, LLC | 0.49% | Reduce -35.2% | 42,560 | $1.9M |
| Realta Investment Advisors | 0.67% | Add +26.2% | 42,541 | $1.9M |
| Legacy Private Trust Co. | 0.12% | Reduce -4.8% | 42,339 | $1.9M |
| Apollon Wealth Management, LLC | 0.03% | Add +0.5% | 42,295 | $1.9M |
| Outlook Wealth Advisors, LLC | 0.46% | Reduce -10.6% | 41,689 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +10.8% | 41,521 | $1.9M |
| MCF Advisors LLC | 0.08% | No change | 41,315 | $1.9M |
| Barnes Wealth Management Group, Inc | 0.96% | Add +11.6% | 41,310 | $1.9M |
| Krilogy Financial LLC | 0.06% | Add +0.1% | 38,338 | $1.9M |
| Bill Few Associates, Inc. | 0.45% | Add +5.3% | 40,865 | $1.9M |
| HUB Investment Partners, LLC | 0.05% | Add +521.8% | 40,819 | $1.9M |
| Roan Capital Partners | 1.71% | — | 40,500 | $1.8M |
| Alliance Wealth Advisors, LLC | 0.40% | Reduce -23.9% | 40,411 | $1.8M |
| WealthPoint Financial, LLC | 1.54% | Add +16.6% | 40,249 | $1.8M |
| Wealthspire Retirement, LLC | 0.11% | Reduce -0.8% | 40,090 | $1.8M |
| Clarkston Capital Partners, LLC | 0.14% | No change | 39,500 | $1.8M |
| PW Advisors, LLC \ FL | 1.34% | Reduce -1.6% | 39,101 | $1.8M |
| Sanchez Gaunt Capital Management, LLC | 1.11% | — | 39,042 | $1.8M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.0% | 38,715 | $1.8M |
| TKG Advisors, LLC | 0.72% | Add +15.4% | 38,280 | $1.7M |
| Composition Wealth, LLC | 0.02% | Add +3.9% | 38,061 | $1.7M |
| Bison Wealth, LLC | 0.17% | Add +54.3% | 34,417 | $1.7M |
| Fullerton Advisors, LLC | 1.75% | Reduce -1.1% | 37,018 | $1.7M |
| KMG Fiduciary Partners, LLC | 0.12% | Add +8.4% | 36,473 | $1.7M |
| Vise Technologies, Inc. | 0.03% | No change | 37,480 | $1.7M |
| Blue Capital, Inc. | 1.08% | Add +0.6% | 36,181 | $1.7M |
| Black Diamond Financial, LLC | 0.18% | Add +6.7% | 36,139 | $1.6M |
| Howard Wealth Management, LLC | 0.69% | Add +0.1% | 36,043 | $1.6M |
| Vericrest Private Wealth | 1.47% | Reduce -1.4% | 35,864 | $1.6M |
| Northern Trust Corp. | 0.00% | Add +1.2% | 35,816 | $1.6M |
| Eagle Strategies LLC | 0.19% | Add +2.0% | 35,603 | $1.6M |
| Bank of Montreal | 0.00% | Add +39.9% | 34,837 | $1.6M |
| True North Advisors, LLC | 0.18% | Reduce -1.8% | 34,667 | $1.6M |
| Ridgewood Investments LLC | 0.64% | — | 34,524 | $1.6M |
| Laurel Wealth Planning LLC | 0.83% | Reduce -2.1% | 34,296 | $1.6M |
| Sigma Planning Corp | 0.04% | Add +81.6% | 34,239 | $1.6M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -1.9% | 34,205 | $1.6M |
| Dravo Bay LLC | 0.63% | Add +3.2% | 34,122 | $1.6M |
| Wealthcare Capital Partners, LLC | 0.73% | Reduce -6.6% | 34,076 | $1.6M |
| Ballast Advisors LLC | 0.45% | Reduce -2.9% | 33,815 | $1.5M |
| Great Diamond Partners, LLC | 0.30% | Add +29.6% | 33,814 | $1.5M |
| Calton & Associates, Inc. | 0.22% | Add +5.8% | 33,752 | $1.5M |
| Courier Capital LLC | 0.09% | Reduce -0.7% | 33,740 | $1.5M |
| PCB Capital LLC | 2.42% | Add +13.3% | 33,697 | $1.5M |
| CORDA Investment Management, LLC. | 0.11% | Add +10.6% | 33,675 | $1.5M |
| USAdvisors Wealth Management, LLC | 0.51% | Reduce -3.2% | 34,463 | $1.5M |
| Jim Saulnier & Associates, LLC | 0.74% | No change | 33,256 | $1.5M |
| FreeGulliver LLC | 0.64% | Reduce -0.3% | 33,152 | $1.5M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -5.1% | 33,132 | $1.5M |
| Altrius Capital Management Inc | 0.30% | Add +2.8% | 33,084 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -57.2% | 32,604 | $1.5M |
| Legacy Edge Advisors, LLC | 0.15% | Reduce -1.6% | 32,096 | $1.5M |
| Goldstein Advisors, LLC | 0.16% | Reduce -7.1% | 32,058 | $1.5M |
| Sterling Wealth Management, Inc. | 0.40% | No change | 31,918 | $1.5M |
| Dagco, Inc. | 0.31% | New | 31,754 | $1.4M |
| Integrity Wealth Partners, LLC | 1.30% | — | 31,664 | $1.4M |
| Independent Wealth Network Inc. | 0.43% | Add +553.0% | 31,593 | $1.4M |
| MBM Wealth Consultants, LLC | 0.33% | Add +0.0% | 31,536 | $1.4M |
| German American Bancorp, Inc. | 0.12% | No change | 31,453 | $1.4M |
| Peirce Capital Management, LLC | 0.56% | No change | 31,302 | $1.4M |
| Keystone Wealth Services, LLC | 0.30% | Add +5.5% | 30,942 | $1.4M |
| River Street Advisors LLC | 0.47% | Add +4.3% | 30,752 | $1.4M |
| Phillips Financial Management, LLC | 0.10% | No change | 30,419 | $1.4M |
| Paladin Advisory Group, LLC | 1.05% | Add +0.0% | 30,320 | $1.4M |
| Ruggiero Investments, Inc. | 1.33% | New | 30,173 | $1.4M |
| Red Reef Advisors LLC | 1.43% | Add +7.8% | 29,979 | $1.4M |
| Detalus Advisors, LLC | 0.31% | Reduce -16.8% | 29,626 | $1.4M |
| Narus Financial Partners, LLC | 0.35% | Add +6.0% | 29,508 | $1.3M |
| Fisher Asset Management | 0.00% | Add +239.5% | 29,387 | $1.3M |
| Iams Wealth Management, LLC | 0.47% | Reduce -3.5% | 29,243 | $1.3M |
| Keystone Financial Group | 0.09% | Add +5.8% | 28,857 | $1.3M |
| Voya Financial Advisors, Inc. | 0.13% | Add +31.3% | 29,635 | $1.3M |
| Inspire Advisors, LLC | 0.11% | New | 28,593 | $1.3M |
| Caitlin John, LLC | 0.77% | Reduce -37.5% | 28,151 | $1.3M |
| Seaside Wealth Management, Inc. | 0.36% | No change | 27,878 | $1.3M |
| Advisors Management Group Inc. | 0.23% | Add +0.3% | 27,751 | $1.3M |
| Brand Asset Management Group, Inc. | 0.33% | Add +0.4% | 27,674 | $1.3M |
| First Trust Advisors LP | 0.00% | Reduce -0.0% | 27,613 | $1.3M |
| Seneca Financial Advisors LLC | 0.37% | No change | 27,609 | $1.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.05% | Reduce -7.3% | 27,562 | $1.3M |
| Balboa Wealth Partners | 0.21% | Reduce -13.1% | 27,397 | $1.3M |
| Bank of Hawaii | 0.07% | Reduce -1.1% | 27,243 | $1.2M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +31.7% | 26,980 | $1.2M |
| Kelman-Lazarov, Inc. | 0.18% | Add +18.6% | 26,793 | $1.2M |
| CoreCap Advisors, LLC | 0.04% | Reduce -1.8% | 26,672 | $1.2M |
| Petersen Hastings Wealth Advisors Inc. | 0.11% | Add +2.8% | 26,220 | $1.2M |
| MidAtlantic Capital Management, Inc. | 0.82% | Reduce -1.7% | 26,170 | $1.2M |
| October Effect Ltd | 1.35% | Add +40.1% | 25,653 | $1.2M |
| GLR Partners, LLC | 0.64% | — | 25,649 | $1.2M |
| Tannin Capital LLC | 0.84% | Reduce -4.6% | 25,485 | $1.2M |
| Fortis Group Advisors, LLC | 0.19% | Reduce -2.7% | 23,741 | $1.2M |
| Hancock Whitney Corp. | 0.02% | Add +3.5% | 24,699 | $1.1M |
| WealthCare Investment Partners, LLC | 0.31% | Reduce -3.2% | 24,499 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -2.7% | 24,418 | $1.1M |
| Cannon Financial Strategists, Inc. | 0.15% | Add +138.3% | 24,341 | $1.1M |
| IFG Advisors, LLC | 0.18% | No change | 24,327 | $1.1M |
| Cambient Family Office, LLC | 0.15% | No change | 24,125 | $1.1M |
| Hopwood Nicholas Hunter | 0.35% | Reduce -0.7% | 23,905 | $1.1M |
| Golden State Wealth Management, LLC | 0.12% | Reduce -20.6% | 23,882 | $1.1M |
| Gilpin Wealth Management, LLC | 0.86% | Add +0.8% | 23,800 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -6.6% | 23,745 | $1.1M |
| American Institute for Advanced Investment Management, LLP | 0.70% | Add +121.7% | 23,744 | $1.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.18% | Add +5.8% | 23,616 | $1.1M |
| Bokf, NA | 0.02% | Reduce -4.2% | 23,597 | $1.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -3.0% | 23,551 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.6% | 23,315 | $1.1M |
| Key Financial Inc | 0.19% | Add +0.6% | 23,264 | $1.1M |
| Zacks Investment Management | 0.01% | Add +19.7% | 23,157 | $1.1M |
| Virtu Financial LLC | 0.04% | New | 22,981 | $1.0M |
| Medallion Wealth Advisors, LLC | 0.34% | Add +8.3% | 22,853 | $1.0M |
| FWG Investments, LLC. | 0.66% | Reduce -10.8% | 22,589 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 22,468 | $1.0M |
| Howard Financial Services, LTD. | 0.12% | Add +0.0% | 22,437 | $1.0M |
| Csenge Advisory Group | 0.05% | Reduce -0.4% | 22,420 | $1.0M |
| Rock Point Advisors, LLC | 0.28% | Add +7.7% | 22,395 | $1.0M |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -5.2% | 22,349 | $1.0M |
| Wealth Advisors Northwest LLC | 0.43% | Reduce -2.7% | 22,230 | $1.0M |
| Flputnam Investment Management Co. | 0.01% | Reduce -18.0% | 22,075 | $1.0M |
| WFA of San Diego, LLC | 0.80% | Reduce -1.4% | 21,753 | $993K |
| Wallace Advisory Group, LLC | 1.05% | Reduce -7.9% | 21,528 | $983K |
| Glen Eagle Advisors, LLC | 0.14% | Reduce -65.2% | 21,486 | $981K |
| Apollon Financial, LLC | 0.14% | Add +203.1% | 21,335 | $974K |
| Leverty Financial Group, LLC | 0.21% | Add +2.4% | 21,120 | $964K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +18.9% | 21,087 | $963K |
| Strategic Wealth Partners, Ltd. | 0.07% | Add +2.9% | 20,916 | $955K |
| Keybank National Association | 0.00% | No change | 20,891 | $954K |
| Stratos Investment Management, LLC | 0.04% | New | 20,888 | $954K |
| Balanced Wealth Group LLC | 0.34% | Add +3.9% | 20,858 | $952K |
| Destiny Capital Corp | 0.51% | No change | 20,843 | $951K |
| Allen Capital Group, LLC | 0.08% | Reduce -0.3% | 20,607 | $941K |
| Creative Financial Designs Inc. | 0.06% | Add +14.9% | 20,591 | $940K |
| Newport Capital Group, LLC | 0.56% | Reduce -7.2% | 20,257 | $925K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Reduce 0.0% | 20,252 | $925K |
| SeedSafe Financial LLC | 0.76% | Add +3.7% | 20,227 | $923K |
| Colonial Trust Co / SC | 0.13% | No change | 20,195 | $922K |
| Uptown Financial Advisors LLC | 0.74% | No change | 20,121 | $919K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -50.1% | 19,973 | $912K |
| Canal Capital Management, LLC | 0.12% | Add +1.3% | 19,963 | $911K |
| Baker Tilly Wealth Management, LLC | 0.22% | Reduce -0.7% | 19,907 | $909K |
| Citadel Advisors | 0.00% | Reduce -3.3% | 19,886 | $908K |
| Aegis Wealth Management, Inc. | 0.71% | Add +32.7% | 19,873 | $907K |
| Absolute Capital Management, LLC | 0.30% | Reduce -2.9% | 19,779 | $903K |
| Strategic Blueprint, LLC | 0.05% | Reduce -3.1% | 19,675 | $898K |
| M Holdings Securities, Inc. | 0.06% | Reduce -0.9% | 17,821 | $898K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -6.0% | 19,645 | $897K |
| Resurgent Financial Advisors LLC | 0.33% | Reduce -3.5% | 19,606 | $895K |
| Rooted Wealth Advisors, Inc. | 0.24% | Reduce -0.8% | 18,101 | $893K |
| Two Sigma Securities, LLC | 0.10% | Add +257.7% | 19,511 | $891K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.2% | 19,249 | $879K |
| Kraft, Davis & Associates, LLC | 0.19% | Reduce -39.0% | 17,918 | $878K |
| LWM Advisory Services, LLC | 0.94% | Reduce -31.7% | 19,208 | $877K |
| WealthShield Partners, LLC | 0.10% | Add +1.4% | 19,105 | $872K |
| Redwood Financial Network Corp | 0.57% | Add +20.7% | 19,080 | $871K |
| Franklin Resources Inc. | 0.00% | No change | 19,061 | $870K |
| Stephens Inc. | 0.01% | Reduce -0.1% | 18,936 | $864K |
| Balentine LLC | 0.03% | Reduce -13.8% | 18,815 | $859K |
| Pacifica Partners Inc. | 0.28% | Add +26.4% | 18,636 | $851K |
| Kintra Wealth, LLC | 0.06% | Reduce -3.1% | 18,625 | $850K |
| Financial Strategies Group, Inc. | 0.14% | Add +115.6% | 17,377 | $842K |
| Tru Independence Asset Management 2, LLC | 0.52% | No change | 18,385 | $839K |
| McClarren Financial Advisors, Inc. | 0.49% | Add +517.3% | 18,283 | $835K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -15.8% | 18,269 | $834K |
| Ieq Capital, LLC | 0.00% | Reduce -0.4% | 18,192 | $830K |
| Professional Financial Advisors, LLC | 0.17% | Reduce -4.8% | 18,159 | $829K |
| Port Capital LLC | 0.04% | No change | 18,000 | $822K |
| Bolthouse Investments, LLC | 0.74% | Add +2.3% | 17,842 | $814K |
| Maia Wealth LLC | 0.14% | Reduce -3.6% | 17,780 | $812K |
| Wiregrass Investment Management LLC | 0.66% | Reduce -1.4% | 17,527 | $800K |
| Caliber Wealth Management, LLC / KS | 0.09% | Reduce -55.5% | 17,470 | $798K |
| Clark Asset Management, LLC | 0.07% | No change | 17,382 | $793K |
| Lumbard & Kellner, LLC | 0.28% | No change | 17,381 | $793K |
| TLWM | 0.14% | Add +17.8% | 17,011 | $777K |
| Coordinated Financial Services, Inc. | 0.45% | Add +6.3% | 16,929 | $773K |
| Brighton Jones LLC | 0.02% | New | 16,883 | $771K |
| Stone Summit Wealth LLC | 0.21% | Add +2.9% | 16,779 | $766K |
| BSW Wealth Partners | 0.09% | Add +1.4% | 16,695 | $762K |
| Spectrum Planning & Advisory Services Inc. | 0.37% | Add +2.9% | 16,524 | $754K |
| BlueChip Wealth Advisors LLC | 0.32% | Add +78.5% | 16,181 | $739K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -0.9% | 16,168 | $738K |
| E6 Portfolios, LLC | 0.77% | Add +11.7% | 16,137 | $737K |
| Acropolis Investment Management, LLC | 0.03% | Reduce -12.9% | 16,127 | $736K |
| GTS Securities LLC | 0.03% | New | 16,116 | $736K |
| Summit Financial Strategies, Inc. | 0.06% | New | 16,107 | $735K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +84.6% | 16,101 | $735K |
| Client 1ST Advisory Group, LLC | 0.22% | Reduce -3.0% | 16,050 | $733K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +24.0% | 16,035 | $732K |
| Bernicke Wealth Management, Ltd. | 0.09% | Reduce -0.6% | 15,881 | $725K |
| Wedbush Securities Inc. | 0.02% | Add +3.5% | 15,853 | $724K |
| Evergreen Capital Management LLC | 0.02% | Add +0.3% | 15,575 | $711K |
| Brooklyn Investment Group | 0.02% | Add +6.7% | 15,510 | $708K |
| Natixis Advisors, LLC | 0.00% | Add +14.9% | 15,500 | $708K |
| A4 Wealth Advisors LLC | 0.59% | Reduce -34.6% | 15,472 | $706K |
| South Shore Capital Advisors | 0.51% | New | 15,360 | $701K |
| RMR Wealth Builders | 0.06% | Reduce -5.7% | 15,316 | $699K |
| Western Reserve Capital Management, LLC | 0.57% | Add +0.6% | 15,298 | $698K |
| Upper Left Wealth Management, LLC | 0.41% | Reduce -15.9% | 15,198 | $694K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.53% | Reduce -14.0% | 15,194 | $694K |
| Whittier Trust Co. | 0.01% | No change | 14,917 | $692K |
| Cape Investment Advisory, Inc. | 0.23% | Reduce -0.1% | 15,112 | $690K |
| LVM Capital Management Ltd. | 0.07% | No change | 15,100 | $689K |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 15,079 | $688K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +7.7% | 15,028 | $686K |
| Inscription Capital, LLC | 0.07% | New | 14,989 | $684K |
| CogentBlue Wealth Advisors, LLC | 0.46% | Reduce -20.8% | 14,942 | $682K |
| Aletheian Wealth Advisors LLC | 0.33% | — | 14,906 | $680K |
| Lane Brothers & Co. Inc. | 0.49% | Reduce -5.4% | 14,839 | $677K |
| Wealthfront Advisers LLC | 0.00% | Add +16.3% | 14,793 | $675K |
| Prospect Financial Group LLC | 0.62% | Reduce -13.7% | 14,742 | $673K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -88.8% | 14,732 | $673K |
| Coastline Complete Wealth LLC | 0.41% | Add +1.8% | 14,523 | $663K |
| Texas Yale Capital Corp. | 0.02% | No change | 14,500 | $662K |
| Cedar Point Capital Partners, LLC | 0.42% | Add +2.1% | 14,301 | $653K |
| Yoder Wealth Management, Inc. | 0.30% | No change | 14,300 | $653K |
| Acorn Financial Advisory Services Inc. | 0.09% | Reduce -3.1% | 14,225 | $649K |
| Thompson David Blair | 0.37% | Reduce -78.7% | 14,176 | $647K |
| BCK Partners, Inc. | 0.35% | Add +0.1% | 14,174 | $647K |
| PFG Advisors | 0.03% | Reduce -41.9% | 14,164 | $647K |
| FSA Advisors, Inc. | 0.42% | Reduce -47.9% | 14,117 | $644K |
| Latitude Advisors, LLC | 0.29% | Add +53.1% | 14,096 | $643K |
| CIBC Bancorp USA Inc. | 0.00% | — | 14,028 | $640K |
| Wealthcare Capital Management LLC | 0.06% | Reduce -2.9% | 14,019 | $640K |
| Chicago Partners Investment Group LLC | 0.01% | Add +2.2% | 13,039 | $634K |
| Triumph Capital Management | 0.13% | Reduce -6.3% | 13,869 | $633K |
| Plan A Wealth LLC | 0.30% | Reduce -18.7% | 13,841 | $632K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.05% | Add +36.4% | 13,748 | $628K |
| Pacific Park Financial, Inc. | 0.41% | Add +9.2% | 13,680 | $624K |
| Anchor Investment Management, LLC | 0.05% | No change | 13,667 | $624K |
| Insight Advisors, LLC/ PA | 0.12% | Reduce -91.0% | 13,597 | $621K |
| Barnes Dennig Private Wealth Management LLC | 0.61% | Add +254.4% | 13,522 | $617K |
| Hershey Financial Advisers, LLC | 0.53% | Reduce -0.2% | 13,512 | $617K |
| Capital Advisors Inc. | 0.01% | Add +0.9% | 13,509 | $617K |
| Glassman Wealth Services | 0.08% | Add +0.4% | 13,491 | $616K |
| Maripau Wealth Management LLC | 0.27% | Add +21.3% | 13,480 | $615K |
| Astoria Strategic Wealth, Inc. | 0.16% | Add +2.0% | 13,443 | $614K |
| Cypress Financial Planning LLC | 0.17% | Reduce -4.4% | 13,377 | $611K |
| Cardiff Park Advisors, LLC | 0.05% | No change | 13,300 | $607K |
| Belleair Asset Management, LLC | 0.55% | No change | 13,291 | $607K |
| Catalyst Financial Partners LLC | 0.07% | Add +29.8% | 13,255 | $605K |
| Leo Wealth, LLC | 0.04% | Add +21.8% | 13,058 | $596K |
| Shepherd Financial Partners LLC | 0.06% | No change | 12,998 | $593K |
| Evanson Asset Management, LLC | 0.03% | Add +27.0% | 12,997 | $593K |
| Gross & Hartman Investments LLC | 0.31% | Reduce -12.9% | 12,955 | $591K |
| Altus Wealth Group LLC | 0.24% | Reduce -0.6% | 12,952 | $591K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.4% | 12,910 | $589K |
| Richard W. Paul & Associates, LLC | 0.20% | Reduce -8.9% | 12,861 | $587K |
| Family Legacy, Inc. | 0.18% | Reduce -2.5% | 12,811 | $585K |
| Rf&l Wealth Management, LLC | 0.44% | Reduce -3.2% | 12,753 | $582K |
| Lantz Financial LLC | 0.12% | Reduce -3.4% | 12,742 | $582K |
| Berger Financial Group, Inc | 0.03% | Reduce -17.5% | 12,733 | $581K |
| Quantum Financial Planning Services, Inc. | 0.21% | No change | 12,714 | $580K |
| SteelPeak Wealth, LLC | 0.02% | Add +7.1% | 12,585 | $575K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Reduce -6.3% | 12,444 | $568K |
| Banco Santander, S.A. | 0.00% | Add +3.2% | 12,420 | $567K |
| Acorn Wealth Advisors, LLC | 0.16% | Add +9.6% | 12,182 | $556K |
| Sequent Asset Management, LLC | 0.27% | No change | 12,129 | $554K |
| Transcend Capital Advisors, LLC | 0.04% | Add +99.2% | 12,098 | $552K |
| Strategic Investment Advisors / MI | 0.04% | Reduce -4.9% | 12,068 | $551K |
| One Wealth Capital Management, LLC | 0.24% | Add +14.2% | 11,419 | $550K |
| Ellevest, Inc. | 0.08% | Reduce -11.6% | 11,976 | $547K |
| Kavar Capital Partners Group, LLC | 0.07% | No change | 11,976 | $547K |
| Old Second National Bank of Aurora | 0.11% | Add +1.7% | 11,967 | $546K |
| Gryphon Financial Partners LLC | 0.06% | New | 11,881 | $542K |
| Bessemer Group Inc. | 0.00% | Add +1405.1% | 11,740 | $535K |
| Ridgeline Wealth Planning, LLC | 0.39% | Add +53.1% | 11,655 | $532K |
| Fell Capital Management | 0.51% | Add +20.2% | 11,600 | $530K |
| Hurley Capital, LLC | 0.28% | Reduce -18.2% | 11,598 | $529K |
| Bleakley Financial Group, LLC | 0.01% | New | 11,504 | $525K |
| Curi Capital, LLC | 0.01% | Add +0.4% | 11,483 | $524K |
| Intrepid Financial Planning Group LLC | 0.21% | Reduce -2.5% | 11,479 | $524K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -3.8% | 11,421 | $521K |
| Retirement Planning Group, LLC | 0.02% | Add +1.6% | 11,251 | $514K |
| Midwest Trust Co | 0.01% | Add +30.1% | 11,244 | $513K |
| Howard Capital Management Group, LLC | 0.03% | No change | 11,200 | $511K |
| Integrated Investment Consultants, LLC | 0.11% | Add +1.0% | 11,153 | $509K |
| Lincoln Capital Corp. | 0.19% | No change | 11,143 | $509K |
| Clark Capital Management Group, Inc. | 0.00% | Add +12.0% | 11,126 | $508K |
| UMB Bank, n.a. | 0.01% | Add +6526.9% | 11,067 | $505K |
| Onyx Bridge Wealth Group LLC | 0.05% | Reduce -5.1% | 11,046 | $504K |
| Delta Financial Advisors LLC | 0.13% | No change | 11,020 | $503K |
| Regal Investment Advisors LLC | 0.03% | New | 11,016 | $503K |
| Intrua Financial, LLC | 0.05% | Reduce -10.6% | 10,977 | $501K |
| Plan Group Financial, LLC | 0.12% | Add +6.9% | 10,956 | $500K |
| Smith, Moore & Co. | 0.04% | Add +1.8% | 10,895 | $497K |
| Quest 10 Wealth Builders, Inc. | 0.43% | Add +2.0% | 10,802 | $493K |
| McAdam, LLC | 0.02% | Add +7.5% | 10,774 | $492K |
| Evolution Wealth Management Inc. | 0.36% | Add +0.2% | 10,735 | $490K |
| KPP Advisory Services LLC | 0.07% | Reduce -1.3% | 10,732 | $490K |
| Vanguard Advisers Inc. | 0.00% | — | 10,672 | $487K |
| Redwood Investment Management, LLC | 0.06% | Reduce -16.1% | 10,554 | $482K |
| Kelly Financial Services LLC | 0.12% | Reduce -12.0% | 10,552 | $482K |
| 4WEALTH Advisors, Inc. | 0.41% | Add +3.8% | 10,775 | $476K |
| Uptick Partners, LLC | 0.09% | Add +18.2% | 10,343 | $472K |
| Burney Co./ | 0.01% | Reduce -1.6% | 10,322 | $471K |
| Asset Dedication, LLC | 0.03% | No change | 10,282 | $469K |
| WealthPlan Investment Management, LLC | 0.03% | Add +0.7% | 10,273 | $469K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -37.7% | 10,260 | $468K |
| Wealthspire Advisors, LLC | 0.00% | Add +37.8% | 10,254 | $468K |
| Bravias Capital Group, LLC | 0.30% | Add +1.0% | 10,200 | $466K |
| United Advisor Group, LLC | 0.06% | Reduce -2.9% | 10,199 | $466K |
| Diversified Enterprises, LLC | 0.03% | Reduce -0.2% | 10,170 | $464K |
| LVZ, Inc. | 0.05% | Add +32.3% | 10,112 | $462K |
| Portland Financial Advisors Inc | 0.96% | No change | 10,092 | $461K |
| Advance Capital Management, Inc. | 0.02% | Reduce -15.7% | 10,069 | $460K |
| Stewardship Concepts Financial Services LLC | 0.36% | Reduce -2.8% | 10,031 | $458K |
| Prasad Wealth Partners, LLC | 0.12% | No change | 10,024 | $458K |
| Fifth Third Securities, Inc. | 0.03% | Add +64.3% | 9,883 | $451K |
| Sensible Money, LLC | 0.14% | No change | 9,868 | $450K |
| Claro Advisors Inc. | 0.05% | No change | 9,834 | $449K |
| Keel Point, LLC | 0.03% | Reduce -0.6% | 9,684 | $442K |
| Main Street Financial Solutions, LLC | 0.03% | No change | 9,663 | $441K |
| Orographic Financial Advisors, LLC | 0.31% | — | 9,657 | $440K |
| OakTrust Wealth Advisors, LLC | 0.40% | Reduce -12.4% | 9,633 | $440K |
| Twin Focus Capital Partners, LLC | 0.05% | No change | 9,630 | $440K |
| Signaturefd, LLC | 0.01% | Add +0.0% | 9,622 | $439K |
| Empower Advisory Group, LLC | 0.00% | Reduce -3.8% | 9,482 | $433K |
| Tme Financial, Inc. | 0.30% | No change | 9,468 | $432K |
| GW&K Investment Management, LLC | 0.00% | No change | 9,414 | $430K |
| MBL Wealth, LLC | 0.03% | No change | 9,375 | $428K |
| Alta Wealth Advisors LLC | 0.14% | Add +1.2% | 9,348 | $427K |
| MSH Capital Advisors LLC | 0.09% | Add +2.8% | 9,341 | $426K |
| Vermillion & White Wealth Management Group, LLC | 0.24% | Reduce -0.8% | 9,314 | $425K |
| REAP Financial Group, LLC | 0.08% | Reduce -13.8% | 9,312 | $425K |
| Urban Financial Advisory Corp | 0.15% | No change | 9,248 | $422K |
| Pinnacle Family Advisors, LLC | 0.20% | Reduce -72.1% | 9,219 | $421K |
| Cutler Investment Counsel LLC | 0.04% | No change | 9,178 | $419K |
| Clarity Capital Advisors, LLC | 0.20% | No change | 9,176 | $419K |
| Elmwood Wealth Management, Inc. | 0.12% | No change | 9,160 | $418K |
| Wealthgarden F.S. LLC | 0.28% | Add +3.1% | 9,147 | $418K |
| Brian Low Financial Group, LLC | 0.28% | Add +10.2% | 9,104 | $416K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.3% | 9,087 | $415K |
| Cassilly Financial Group LLC | 0.36% | Add +3.4% | 9,068 | $414K |
| Advisors Capital Management, LLC | 0.00% | Reduce -2.9% | 9,062 | $414K |
| Impact Partnership Wealth, LLC | 0.05% | Reduce -39.3% | 9,038 | $413K |
| MJT & Associates Financial Advisory Group, Inc. | 0.30% | Reduce -0.0% | 9,031 | $412K |
| CCG Wealth Management, LLC | 0.11% | New | 8,995 | $411K |
| Freedom Investment Management, Inc. | 0.12% | Add +1.7% | 8,959 | $409K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | Reduce -2.4% | 8,921 | $407K |
| CENTRAL TRUST Co | 0.01% | No change | 8,893 | $406K |
| Summit Wealth Group LLC / Co. | 0.04% | New | 8,882 | $405K |
| Richard P Slaughter Associates Inc | 0.09% | Reduce -3.7% | 8,868 | $405K |
| Veery Capital, LLC | 0.12% | No change | 8,709 | $398K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 8,701 | $397K |
| SBI Securities Co., Ltd. | 0.01% | Add +0.5% | 8,696 | $397K |
| Clear Harbor Asset Management, LLC | 0.03% | Reduce -0.2% | 8,674 | $396K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -7.8% | 8,647 | $395K |
| Visionary Horizons, LLC | 0.19% | Add +7.3% | 8,608 | $393K |
| Investments & Financial Planning, LLC | 0.21% | Reduce -6.1% | 8,495 | $388K |
| OMNI 360 Wealth, Inc. | 0.20% | Add +0.8% | 8,444 | $385K |
| M1 Capital Management LLC | 0.18% | Add +9.1% | 8,422 | $384K |
| First Horizon Corp. | 0.02% | No change | 8,378 | $382K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -11.4% | 8,358 | $382K |
| GWN Securities Inc. | 0.07% | Reduce -1.1% | 8,349 | $381K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -10.4% | 8,322 | $380K |
| True Blue Financial, LLC | 0.30% | Add +17.5% | 8,292 | $379K |
| BDFS Capital LLC | 0.18% | Reduce -0.3% | 8,176 | $373K |
| Valeo Financial Advisors, LLC | 0.01% | Add +27.0% | 17,525 | $372K |
| SFG Wealth Management, LLC. | 0.15% | Add +1.2% | 8,019 | $366K |
| Annex Advisory Services, LLC | 0.01% | Reduce -2.9% | 7,968 | $364K |
| Naples Global Advisors, LLC | 0.03% | Reduce -11.2% | 7,955 | $363K |
| Madden Advisory Services, Inc. | 0.14% | Reduce -7.0% | 7,947 | $363K |
| World Equity Group, Inc. | 0.09% | Add +16.1% | 7,896 | $360K |
| Journey Retirement Planning & Investment Management LLC | 0.32% | Reduce -75.4% | 7,876 | $360K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -85.3% | 7,816 | $357K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.7% | 7,801 | $356K |
| OLIO Financial Planning | 0.10% | No change | 7,781 | $355K |
| Accel Wealth Management | 0.09% | Reduce -4.6% | 7,771 | $355K |
| HM Payson & Co. | 0.01% | No change | 7,764 | $354K |
| J2 Capital Management Inc | 0.24% | Add +3.4% | 7,761 | $354K |
| Three Seasons Wealth, LLC | 0.13% | Add +14.1% | 7,690 | $351K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 7,667 | $350K |
| Integrity Advisory Solutions, LLC | 0.05% | Reduce -3.8% | 7,618 | $348K |
| WNY Asset Management, LLC | 0.04% | — | 7,617 | $348K |
| Aspiriant, LLC | 0.01% | No change | 7,604 | $347K |
| Meridian Financial Advisors, LLC | 0.19% | No change | 7,578 | $346K |
| Oakwell Private Wealth Management, LLC | 0.06% | Add +23.3% | 7,550 | $345K |
| Forza Wealth Management, LLC | 0.12% | No change | 7,545 | $344K |
| Morton Brown Family Wealth, LLC | 0.09% | Add +2.9% | 7,472 | $341K |
| Foundation Wealth Management, LLC\PA | 0.12% | No change | 7,459 | $341K |
| HB Wealth Management, LLC | 0.00% | Add +3.1% | 7,450 | $340K |
| Financial Plan, Inc. | 0.04% | Reduce -3.4% | 7,437 | $339K |
| Keebeck Wealth Management | 0.04% | No change | 7,421 | $339K |
| Focus Financial Network, Inc. | 0.01% | Reduce -15.2% | 7,415 | $338K |
| Argent Trust Co | 0.01% | Reduce -7.0% | 7,408 | $338K |
| AssuredPartners Investment Advisors, LLC | 0.04% | New | 7,235 | $336K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +19.9% | 7,313 | $334K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -15.5% | 7,310 | $334K |
| Buck Wealth Strategies, LLC | 0.04% | Reduce -2.2% | 7,296 | $333K |
| Linscomb Wealth, Inc. | 0.01% | Add +7.0% | 7,278 | $332K |
| MA Private Wealth | 0.06% | No change | 7,240 | $331K |
| Transce3nd, LLC | 2.91% | Reduce -4.4% | 7,176 | $328K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -1.5% | 7,171 | $327K |
| Vantage Point Financial LLC | 0.11% | Reduce -49.9% | 7,163 | $327K |
| Baker Avenue Asset Management, LP | 0.01% | Add +5.8% | 7,159 | $327K |
| REDW Wealth LLC | 0.13% | No change | 7,158 | $327K |
| HBE Wealth Management, LLC | 0.28% | No change | 7,096 | $324K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -5.8% | 6,704 | $323K |
| Copley Financial Group, Inc. | 0.19% | Reduce -4.6% | 7,062 | $322K |
| Point72 Asset Management | 0.00% | New | 7,029 | $321K |
| Gibson Capital, LLC | 0.06% | No change | 7,002 | $320K |
| Moors & Cabot, Inc. | 0.01% | No change | 7,000 | $320K |
| Traction Financial Partners, LLC | 0.20% | Add +6.8% | 6,990 | $319K |
| Quadrant Capital Group LLC | 0.01% | Add +6.1% | 6,956 | $318K |
| Revere Asset Management, Inc | 0.16% | No change | 6,941 | $317K |
| Warren Street Wealth Advisors, LLC | 0.08% | Add +0.3% | 6,923 | $316K |
| Armbruster Capital Management, Inc. | 0.05% | Add +3.0% | 6,895 | $315K |
| Smith Salley Wealth Management | 0.02% | No change | 6,880 | $314K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 6,872 | $314K |
| Bright Futures Wealth Management, LLC. | 0.21% | Add +16.6% | 6,861 | $313K |
| True Vision MN LLC | 0.16% | Add +10.6% | 6,854 | $313K |
| Austin Wealth Management, LLC | 0.07% | Reduce -6.5% | 6,742 | $313K |
| Innova Wealth Partners | 0.15% | New | 6,845 | $312K |
| Yoffe Investment Management, LLC | 0.40% | No change | 6,841 | $312K |
| K2 Financial Inc. | 0.22% | Reduce -1.7% | 6,317 | $307K |
| Empirical Asset Management, LLC | 0.08% | Add +6.0% | 6,728 | $307K |
| Anson Capital, Inc. | 0.21% | Reduce -1.6% | 6,718 | $307K |
| Lodestone Wealth Management LLC | 0.12% | Add +0.5% | 6,714 | $306K |
| HMV Wealth Advisors, LLC | 0.14% | No change | 6,705 | $306K |
| Castleview Partners, LLC | 0.16% | Add +7.7% | 6,662 | $304K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -10.2% | 6,615 | $302K |
| MB Generational Wealth, LLC | 0.17% | No change | 6,603 | $301K |
| D.A. Davidson & Co. | 0.00% | Add +6.9% | 6,598 | $301K |
| Legacy Bridge, LLC | 0.11% | No change | 6,585 | $301K |
| Meramec Financial Planners, LLC | 0.12% | No change | 6,015 | $297K |
| Peterson Wealth Management | 0.17% | No change | 6,489 | $296K |
| First Business Financial Services, Inc. | 0.03% | New | 6,444 | $294K |
| Colonial River Investments, LLC | 0.11% | Reduce -15.8% | 6,425 | $293K |
| Caprock Group, LLC | 0.01% | Reduce -17.9% | 6,368 | $291K |
| Castle Rock Wealth Management, LLC | 0.06% | Add +20.2% | 6,303 | $290K |
| Evoke Wealth, LLC | 0.01% | Reduce -56.3% | 6,289 | $287K |
| Midwest Financial Partners Investments, Inc. | 0.15% | No change | 6,270 | $286K |
| Gutierrez Wealth Advisory, LLC | 0.18% | New | 6,236 | $285K |
| Parkway Wealth Management Group, LLC | 0.04% | Reduce -12.4% | 5,916 | $285K |
| Pacific Excel Wealth Advisors, Inc. | 0.30% | Reduce -6.1% | 6,231 | $284K |
| GHP Investment Advisors, Inc. | 0.01% | Add +5.6% | 6,221 | $284K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 6,402 | $283K |
| Stonehearth Capital Management, LLC | 0.11% | Reduce -15.4% | 6,193 | $283K |
| Diversified Management Inc. | 0.05% | No change | 6,169 | $282K |
| Cannell & Spears LLC | 0.01% | Reduce -2.6% | 6,169 | $282K |
| Retirement Investment Advisors, Inc. | 0.02% | Add +0.8% | 6,337 | $281K |
| StoneX Group Inc. | 0.02% | Reduce -87.6% | 6,124 | $280K |
| Independence Bank of Kentucky | 0.04% | No change | 6,096 | $278K |
| Wealth Architects, LLC | 0.02% | No change | 6,094 | $278K |
| American Trust | 0.02% | Reduce -38.2% | 6,055 | $276K |
| Nottingham Advisors, Inc. | 0.04% | Add +14.3% | 6,055 | $276K |
| Wolff Financial Management LLC | 0.06% | No change | 6,042 | $276K |
| Aviance Capital Partners, LLC | 0.03% | No change | 6,011 | $274K |
| New Perspectives, Inc | 0.09% | Reduce -13.7% | 5,990 | $273K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -12.4% | 5,982 | $273K |
| Manchester Capital Management LLC | 0.04% | Add +7.0% | 5,937 | $271K |
| Mather Group, Llc. | 0.00% | New | 5,916 | $270K |
| Tevis Investment Management | 0.15% | New | 5,895 | $269K |
| Root Financial Partners, LLC | 0.01% | Add +5.3% | 5,859 | $267K |
| Financial Advisors Network, Inc. | 0.04% | Add +14.1% | 5,854 | $267K |
| Tranquility Partners, LLC | 0.10% | No change | 5,761 | $263K |
| Cambridge Advisors Inc. | 0.05% | No change | 5,747 | $262K |
| Keystone Financial Services | 0.08% | No change | 5,718 | $261K |
| Premier Private Wealth Management LLC | 0.27% | Add +5.7% | 5,693 | $260K |
| Firethorn Wealth Partners, LLC | 0.10% | Reduce -0.7% | 5,680 | $259K |
| TopTier Wealth Management, LLC | 0.16% | New | 5,663 | $259K |
| Telos Capital Management, Inc. | 0.02% | Reduce -0.3% | 5,657 | $258K |
| Sound Income Strategies, LLC | 0.01% | Add +1235.6% | 5,516 | $256K |
| Synergy Investment Management, LLC | 0.08% | Reduce -0.1% | 5,601 | $256K |
| Shaker Investments LLC | 0.12% | Reduce -31.3% | 5,583 | $255K |
| Aspen Wealth Management LLC | 0.05% | Reduce -0.8% | 5,575 | $254K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.2% | 5,544 | $253K |
| Oarsman Capital, Inc. | 0.03% | No change | 5,530 | $252K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.08% | Reduce -0.3% | 5,522 | $252K |
| Sovran Advisors, LLC | 0.02% | No change | 5,144 | $252K |
| Oppenheimer & Co. Inc. | 0.00% | New | 5,501 | $251K |
| Beverly Hills Private Wealth, LLC | 0.04% | No change | 5,497 | $251K |
| Tandem Investment Partners LLC | 0.21% | Add +4.2% | 5,435 | $248K |
| Per Stirling Capital Management, LLC. | 0.03% | Add +3.5% | 5,395 | $246K |
| Integrity Alliance, Llc. | 0.01% | New | 5,392 | $246K |
| Ballast Financial Advisors LLC | 0.25% | Reduce -5.2% | 5,384 | $246K |
| Inspirion Wealth Advisors, LLC | 0.03% | Reduce -26.9% | 5,367 | $245K |
| Summit Investment Advisory Services, LLC | 0.09% | Reduce -1.0% | 5,327 | $243K |
| Flynn Zito Capital Management, LLC | 0.08% | Reduce -7.2% | 5,326 | $243K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 5,285 | $241K |
| JMG Financial Group, Ltd. | 0.01% | No change | 5,271 | $241K |
| KLCM Advisors, Inc. | 0.02% | Add +3.4% | 5,261 | $240K |
| Financial Solutions Advisory Group, Inc. | 0.03% | — | 5,230 | $239K |
| Prosperity Financial Group, Inc. | 0.09% | Reduce -27.3% | 5,211 | $238K |
| Farringdon Capital, Ltd. | 0.05% | New | 5,147 | $235K |
| QRG Capital Management, Inc. | 0.00% | Reduce -16.9% | 5,097 | $233K |
| McIlrath & Eck, LLC | 0.02% | No change | 5,087 | $232K |
| Richardson Capital Management LLC | 0.11% | No change | 5,077 | $232K |
| Strive Financial Group ,LLC | 0.12% | Reduce -4.3% | 5,067 | $231K |
| DGS Capital Management, LLC | 0.04% | Reduce -0.5% | 5,055 | $231K |
| Raffa Wealth Management, LLC | 0.04% | No change | 5,039 | $230K |
| 49 Wealth Management, LLC | 0.02% | Reduce -1.7% | 5,033 | $230K |
| Francis Financial, Inc. | 0.04% | No change | 5,025 | $229K |
| Align Financial, LLC | 0.13% | Reduce -97.8% | 5,020 | $229K |
| Core Wealth Management, Inc. | 0.07% | No change | 5,001 | $228K |
| Rainier Family Wealth Inc. | 0.15% | No change | 5,000 | $228K |
| Ballast, Inc. | 0.05% | Reduce -1.3% | 4,962 | $227K |
| Edgestream Partners, L.P. | 0.01% | Reduce -32.2% | 4,949 | $226K |
| Financial Futures Ltd Liability Co. | 0.10% | No change | 4,947 | $226K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 4,945 | $226K |
| Americana Partners, LLC | 0.01% | No change | 4,935 | $225K |
| Formidable Asset Management, LLC | 0.03% | Reduce -9.3% | 5,068 | $225K |
| Shoker Investment Counsel, Inc. | 0.07% | New | 4,898 | $224K |
| Schorn Wealth LLC | 0.07% | No change | 4,872 | $222K |
| High Net Worth Advisory Group LLC | 0.05% | No change | 4,862 | $222K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | Add +6.1% | 4,807 | $219K |
| Falcon Wealth Planning | 0.01% | No change | 4,799 | $219K |
| Manuka Financial, LLC | 0.13% | No change | 4,785 | $218K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 4,540 | $218K |
| Rialto Wealth Management, LLC | 0.05% | No change | 4,749 | $217K |
| Maseco LLP | 0.01% | Add +3.5% | 4,726 | $216K |
| Wilson & Boucher Capital Management, LLC | 0.14% | No change | 4,700 | $215K |
| Tanager Wealth Management LLP | 0.02% | New | 4,669 | $213K |
| Global View Capital Management LLC | 0.06% | Reduce -2.8% | 4,666 | $213K |
| Angeles Wealth Management, LLC | 0.01% | Add +107.3% | 4,629 | $211K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1739.0% | 4,616 | $211K |
| Demars Financial Group, LLC | 0.07% | No change | 4,602 | $210K |
| Roof Eidam Maycock Peralta, LLC | 0.05% | No change | 4,565 | $208K |
| Romano Brothers and Company | 0.02% | No change | 4,563 | $208K |
| Cogent Private Wealth, Inc. | 0.15% | No change | 4,555 | $208K |
| Ironwood Financial, llc | 0.04% | No change | 4,512 | $206K |
| Red Door Wealth Management, LLC | 0.02% | New | 4,478 | $204K |
| Retirement Income Solutions, Inc. | 0.03% | New | 4,460 | $204K |
| Elevatus Welath Management | 0.11% | New | 4,456 | $203K |
| Rench Wealth Management, Inc. | 0.06% | New | 4,417 | $202K |
| Leavell Investment Management, Inc. | 0.01% | New | 4,409 | $201K |
| Lido Advisors, LLC | 0.00% | New | 4,390 | $200K |
| JMN Financial LLC | 0.20% | New | 4,382 | $200K |
| CacheTech Inc. | 0.04% | New | 4,382 | $200K |
| CX Institutional | 0.01% | Reduce -24.1% | 4,367 | $199K |
| Napier Financial, LLC | 0.04% | New | 4,285 | $196K |
| Copia Wealth Management | 0.13% | No change | 4,071 | $186K |
| Hills Bank & Trust Co | 0.01% | No change | 4,055 | $185K |
| Legacy Wealth Managment, LLC | 0.09% | No change | 3,940 | $180K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.8% | 3,869 | $177K |
| Orion Capital Management LLC | 0.06% | No change | 3,850 | $176K |
| Strategic Advisory Partners, LLC | 0.14% | New | 3,820 | $174K |
| Founders Financial Alliance, LLC | 0.03% | Add +11.1% | 3,637 | $166K |
| Trust Co | 0.02% | Add +163.0% | 3,598 | $164K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.7% | 3,444 | $157K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 3,215 | $147K |
| Hoese & Co LLP | 0.11% | No change | 3,211 | $147K |
| MPWM Advisory Solutions, LLC | 0.08% | Add +502.3% | 3,192 | $146K |
| Ancora Advisors LLC | 0.00% | No change | 3,070 | $140K |
| Westside Investment Management, Inc. | 0.02% | Add +1.8% | 3,045 | $139K |
| Winch Advisory Services, LLC | 0.03% | No change | 3,040 | $139K |
| Spire Wealth Management | 0.00% | Reduce -0.2% | 2,922 | $133K |
| Mosley Wealth Management | 0.06% | New | 3,048 | $130K |
| Clearstead Trust, LLC | 0.02% | Reduce -11.7% | 2,843 | $130K |
| Graney & King, LLC | 0.07% | No change | 2,837 | $130K |
| Signature Equity Partners, LLC | 0.07% | New | 2,822 | $129K |
| Operose Advisors LLC | 0.03% | Add +29.0% | 2,819 | $129K |
| Morling Financial Advisors, LLC | 0.04% | Reduce -3.1% | 2,805 | $128K |
| Coston, McIsaac & Partners | 0.03% | No change | 2,813 | $128K |
| Addison Advisors LLC | 0.03% | No change | 2,780 | $127K |
| Gould Capital, LLC | 0.07% | New | 2,709 | $124K |
| Abound Wealth Management | 0.03% | Add +3.2% | 2,669 | $122K |
| Front Row Advisors LLC | 0.04% | Add +0.4% | 2,657 | $121K |
| True Wealth Design, LLC | 0.03% | New | 2,600 | $119K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -2.5% | 2,598 | $119K |
| Key Capital Management, INC | 0.08% | Add +129350.0% | 2,589 | $118K |
| Evermay Wealth Management LLC | 0.01% | Reduce -7.5% | 2,463 | $112K |
| Sachetta, LLC | 0.06% | New | 2,454 | $112K |
| Covestor Ltd | 0.08% | Add +94.2% | 2,455 | $112K |
| Zions Bancorporation, National Association | 0.01% | New | 2,416 | $110K |
| Webster Bank, N. A. | 0.01% | Add +10.0% | 2,368 | $108K |
| Destiny Wealth Partners, LLC | 0.01% | New | 2,338 | $107K |
| Strengthening Families & Communities, LLC | 0.03% | Add +107.9% | 2,335 | $107K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,184 | $106K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,304 | $105K |
| Capital Advisors, Ltd. LLC | 0.01% | New | 2,310 | $105K |
| Clear Investment Research, LLC | 0.16% | New | 2,297 | $105K |
| MeadowBrook Investment Advisors LLC | 0.09% | No change | 2,270 | $104K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 2,223 | $102K |
| Lloyd Advisory Services, LLC. | 0.03% | New | 2,235 | $102K |
| Kingdom Financial Group LLC. | 0.03% | Add +0.2% | 2,235 | $102K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 2,140 | $98K |
| Harbor Asset Planning, Inc. | 0.08% | No change | 2,111 | $96K |
| VSM Wealth Advisory, LLC | 0.03% | Add +3.4% | 2,074 | $95K |
| Accent Capital Management, LLC | 0.04% | No change | 2,000 | $91K |
| WealthCollab, LLC | 0.04% | Reduce -5.1% | 1,993 | $91K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -94.3% | 1,961 | $90K |
| American Capital Advisory, LLC | 0.04% | No change | 1,900 | $87K |
| Bogart Wealth, LLC | 0.00% | No change | 1,817 | $83K |
| Brown, Lisle/Cummings, Inc. | 0.02% | New | 1,808 | $83K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,766 | $81K |
| Rothschild Investment LLC | 0.00% | No change | 1,751 | $80K |
| Trust Co. of Toledo NA | 0.01% | New | 1,600 | $73K |
| Opal Wealth Advisors, LLC | 0.02% | New | 1,545 | $71K |
| HHM Wealth Advisors, LLC | 0.01% | New | 1,540 | $70K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | No change | 1,499 | $68K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 1,497 | $68K |
| Ameriflex Group, Inc. | 0.03% | No change | 1,459 | $67K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 1,367 | $62K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -4.6% | 1,360 | $62K |
| Rogco, LP | 0.02% | No change | 1,246 | $57K |
| Tidemark, LLC | 0.01% | No change | 1,211 | $55K |
| Bare Financial Services, Inc | 0.01% | No change | 1,210 | $55K |
| Archer Investment Corp | 0.01% | Add +1204.5% | 1,161 | $53K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,145 | $52K |
| Clarity Asset Management, Inc. | 0.03% | No change | 1,113 | $51K |
| Stone House Investment Management, LLC | 0.01% | Add +1.2% | 1,100 | $50K |
| Ssa Swiss Advisors AG | 0.02% | Reduce -40.0% | 1,080 | $49K |
| Simplex Trading, LLC | 0.00% | New | 1,068 | $49K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 1,064 | $49K |
| WPG Advisers, LLC | 0.03% | No change | 1,039 | $47K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 1,040 | $47K |
| Bruce G. Allen Investments, LLC | 0.03% | New | 982 | $45K |
| Godsey & Gibb, Inc. | 0.00% | New | 955 | $44K |
| Investment Research & Advisory Group, Inc. | 0.02% | New | 954 | $44K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 885 | $40K |
| Essential Partners LLC | 0.01% | No change | 874 | $40K |
| MilWealth Group LLC | 0.01% | No change | 851 | $39K |
| Longview Financial Advisors LLC | 0.02% | No change | 850 | $39K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 839 | $38K |
| Community Bank, N.A. | 0.00% | New | 831 | $38K |
| Johnson Financial Group, Inc. | 0.00% | New | 800 | $37K |
| Ascentis Independent Advisors | 0.00% | New | 792 | $36K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 789 | $36K |
| Hamrick Investment Counsel, llc | 0.02% | No change | 785 | $36K |
| Frazier Financial Advisors, LLC | 0.02% | Reduce -15.2% | 779 | $36K |
| Knuff & Co LLC | 0.01% | New | 767 | $35K |
| 10Elms LLP | 0.02% | Add +5850.0% | 714 | $33K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +1.2% | 697 | $32K |
| IMG Wealth Management, Inc. | 0.02% | No change | 689 | $31K |
| Barclays PLC | 0.00% | New | 650 | $30K |
| GGM Financial LLC | 0.01% | No change | 621 | $28K |
| International Assets Investment Management, LLC | 0.00% | Reduce -65.9% | 605 | $28K |
| Hantz Financial Services, Inc. | 0.00% | Add +1347.6% | 608 | $28K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -1.5% | 606 | $28K |
| Cornerstone Planning Group LLC | 0.00% | Add +5.4% | 523 | $26K |
| Toth Financial Advisory Corp. | 0.00% | No change | 544 | $25K |
| Wealth Science Advisors LLC | 0.01% | New | 546 | $24K |
| Ares Financial Consulting, LLC | 0.02% | No change | 509 | $24K |
| Hanson & Doremus Investment Management | 0.00% | No change | 510 | $23K |
| Horizons Wealth Management | 0.02% | No change | 498 | $23K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 482 | $22K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 475 | $22K |
| Miller Capital Partners, Inc. | 0.01% | No change | 470 | $21K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 469 | $21K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -27.6% | 455 | $21K |
| National Bank of Canada | 0.00% | No change | 450 | $21K |
| Blueline Advisors LLC | 0.01% | No change | 423 | $19K |
| Valued Wealth Advisors LLC | 0.01% | No change | 421 | $19K |
| RHL Group, LLC | 0.02% | New | 417 | $19K |
| Davis Capital Management | 0.01% | No change | 404 | $18K |
| Tower View Wealth Management LLC | 0.01% | No change | 396 | $18K |
| Tsfg, LLC | 0.00% | No change | 370 | $17K |
| Global Wealth Strategies & Associates | 0.00% | No change | 369 | $17K |
| Financial Consulate, Inc. | 0.00% | Reduce -44.2% | 354 | $16K |
| Arlington Trust Co LLC | 0.00% | No change | 354 | $16K |
| Topsail Wealth Management, LLC | 0.00% | No change | 349 | $16K |
| TFC Financial Management, Inc. | 0.00% | New | 339 | $15K |
| Pittenger & Anderson Inc. | 0.00% | No change | 338 | $15K |
| McGuire Capital Advisors Inc. | 0.01% | New | 321 | $15K |
| Kilter Group LLC | 0.01% | Reduce -92.9% | 289 | $13K |
| Pflug Koory, LLC | 0.01% | No change | 264 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 259 | $12K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 243 | $11K |
| Robinswood Financial LLC | 0.00% | New | 220 | $10K |
| TOWER TRUST & INVESTMENT Co | 0.01% | No change | 216 | $10K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 216 | $10K |
| Crewe Advisors LLC | 0.00% | Reduce -80.2% | 214 | $10K |
| Salem Investment Counselors Inc. | 0.00% | New | 207 | $9K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | No change | 202 | $9K |
| Oakworth Capital, Inc. | 0.00% | No change | 192 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 187 | $9K |
| Main Street Group, LTD | 0.00% | New | 161 | $7K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 160 | $7K |
| FWL Investment Management, LLC | 0.00% | No change | 151 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +5.6% | 151 | $7K |
| First Pacific Financial | 0.00% | New | 141 | $6K |
| Networth Advisors, LLC | 0.00% | Add +241.2% | 116 | $5K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 114 | $5K |
| Evergreen Advisors, LLC | 0.00% | New | 113 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 111 | $5K |
| Essential Investment Partners LLC | 0.00% | No change | 108 | $5K |
| SHP Wealth Management | 0.00% | Add +2040.0% | 107 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 106 | $5K |
| Fiduciary Advisors, Inc. | 0.00% | No change | 102 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 95 | $4K |
| Redwood Park Advisors LLC | 0.00% | No change | 79 | $4K |
| Bullock Wealth Management Group | 0.00% | No change | 68 | $3K |
| MTM Investment Management, LLC | 0.00% | No change | 62 | $3K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 46 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 44 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 37 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 34 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.7% | 26 | $1K |
| Truvestments Capital LLC | 0.00% | New | 24 | $1K |
| Decker Retirement Planning Inc. | 0.00% | No change | 22 | $1K |
| Hoey Investments, Inc. | 0.00% | No change | 21 | $959 |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -33.3% | 20 | $913 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 9 | $427 |
| Sittner & Nelson, LLC | 0.00% | No change | 2 | $92 |
| DecisionPoint Financial, LLC | 0.00% | No change | 2 | $92 |
"% 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.