State Street SP PTF Em ETFSPEMETF
13F holders, Q3 2025 (September 30)892holders +19
65new positions
39sold out
3famous investors
$46.58avg. 13F price*
At the end of Q3 2025, 892 institutions reported holding State Street SP PTF Em ETF (SPEM) in their 13F filings, up 19 from Q2 2025. 65 opened new positions and 39 sold out. The largest holders were Creative Planning ($1.0B), Financial Engines Advisors L.L.C. ($812.6M) and LPL Financial LLC ($647.3M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- State Street SP PTF Em ETF
- Filed as
- SPDR INDEX SHS FDS (Q3 2025)
- CUSIP
- 78463X509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $211.1M |
| Exits | 39 | $99.9M |
All 13F filers, Q2 2025 → Q3 2025: 23,289,498 shares bought and 8,172,385 shares sold, net +15,117,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 892 holders
| Creative Planning | 0.80% | Reduce -2.3% | 22,369,067 | $1.0B |
| Financial Engines Advisors L.L.C. | 1.55% | Reduce -3.3% | 17,358,782 | $812.6M |
| LPL Financial LLC | 0.19% | Add +18.7% | 13,828,183 | $647.3M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +21.1% | 13,221,416 | $618.9M |
| Allworth Financial LP | 1.92% | Add +38.5% | 9,261,432 | $433.5M |
| Envestnet Asset Management Inc. | 0.09% | Add +7.1% | 6,946,967 | $325.2M |
| Morgan Stanley | 0.02% | Add +17.4% | 6,375,260 | $298.4M |
| Tiaa Trust, National Association | 0.53% | Reduce -5.0% | 4,707,901 | $220.4M |
| Ameriprise Financial Inc. | 0.05% | Reduce -17.0% | 4,431,564 | $207.5M |
| Horizon Investments, LLC | 2.57% | Reduce -2.8% | 4,173,780 | $195.4M |
| State Street Corp. | 0.01% | Reduce -3.4% | 3,589,373 | $168.0M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +3.6% | 3,503,688 | $164.0M |
| 3EDGE Asset Management, LP | 8.55% | Add +1.7% | 3,235,624 | $151.4M |
| Vantagepoint Investment Advisers LLC | 1.05% | New | 2,741,148 | $128.3M |
| Cerity Partners LLC | 0.20% | Add +0.7% | 2,688,945 | $125.9M |
| Aptus Capital Advisors, LLC | 1.10% | Add +2.7% | 2,572,966 | $120.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.6% | 2,313,837 | $108.3M |
| Bank of America Corp. | 0.01% | Add +54.2% | 2,300,860 | $107.7M |
| Cwm, LLC | 0.32% | Add +3.3% | 2,263,731 | $106.0M |
| Envestnet Portfolio Solutions, Inc. | 0.36% | Add +6.0% | 2,104,367 | $98.5M |
| Focus Partners Wealth | 0.16% | Reduce -3.5% | 2,079,698 | $97.4M |
| Wells Fargo & Company | 0.02% | Add +2.4% | 1,850,598 | $86.6M |
| JPMorgan Chase & Co. | 0.01% | Add +82.8% | 1,815,376 | $85.0M |
| Cetera Investment Advisers | 0.10% | Add +7.7% | 1,795,810 | $84.1M |
| Betterment LLC | 0.16% | Reduce -3.5% | 1,760,723 | $82.4M |
| UBS Group AG | 0.02% | Add +12.7% | 1,759,644 | $82.4M |
| HighTower Advisors, LLC | 0.09% | Add +22.1% | 1,733,183 | $81.1M |
| Mariner, LLC | 0.10% | Add +0.8% | 1,680,297 | $78.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -30.6% | 1,571,195 | $73.5M |
| Assetmark, Inc. | 0.15% | Add +8.5% | 1,499,946 | $70.2M |
| Stadion Money Management, LLC | 5.50% | Add +12.4% | 1,471,982 | $68.9M |
| Osaic Holdings, Inc. | 0.09% | Add +12.7% | 1,325,759 | $60.9M |
| Advisory Alpha, LLC | 1.55% | Add +3.2% | 1,175,525 | $55.5M |
| Cassaday & Co Wealth Management LLC | 1.23% | Reduce -0.0% | 1,141,413 | $53.4M |
| NorthRock Partners, LLC | 0.94% | New | 1,106,095 | $51.8M |
| Royal Bank of Canada | 0.01% | Reduce -0.4% | 1,098,313 | $51.4M |
| Equitable Holdings, Inc. | 0.37% | Add +9.6% | 1,080,240 | $50.6M |
| BlueStem Wealth Partners, LLC | 5.63% | Add +6.7% | 1,049,706 | $49.1M |
| Private Advisor Group, LLC | 0.24% | Reduce -2.9% | 1,023,845 | $47.9M |
| McNamara Financial Services, Inc. | 7.45% | Reduce -0.2% | 856,227 | $40.1M |
| Pathstone Holdings, LLC | 0.15% | Add +2.6% | 820,975 | $38.4M |
| KWB Wealth | 4.23% | Add +54.0% | 896,191 | $38.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -6.2% | 810,438 | $38.3M |
| Cutler Investment Counsel LLC | 3.94% | Add +2.5% | 803,495 | $37.6M |
| JNBA Financial Advisors | 3.38% | Reduce -20.4% | 793,680 | $37.2M |
| Thrivent Financial for Lutherans | 0.07% | Add +934.9% | 782,256 | $36.6M |
| Sei Investments Co. | 0.04% | Reduce -2.6% | 765,764 | $35.8M |
| NewEdge Advisors, LLC | 0.16% | Add +23.4% | 764,731 | $35.8M |
| Advocacy Wealth Management, LLC | 1.51% | Add +9.2% | 744,245 | $34.8M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +1.4% | 743,429 | $34.8M |
| Koss-Olinger Consulting, LLC | 2.84% | Reduce -0.6% | 805,116 | $34.4M |
| Signature Estate & Investment Advisors LLC | 0.72% | Add +3.9% | 715,123 | $33.5M |
| GeoWealth Management, LLC | 1.22% | Reduce -5.6% | 714,952 | $33.5M |
| MML Investors Services, LLC | 0.09% | Add +10.4% | 710,220 | $33.2M |
| Elm Partners Management LLC | 1.67% | Add +4.3% | 709,547 | $33.2M |
| Axxcess Wealth Management, LLC | 0.69% | Add +6.0% | 701,649 | $32.8M |
| Global Strategic Investment Solutions, LLC | 3.24% | Add +0.8% | 693,666 | $32.5M |
| Great Lakes Advisors, LLC | 0.27% | Add +8.3% | 691,517 | $32.4M |
| AlphaStar Capital Management, LLC | 2.64% | Add +8.9% | 655,002 | $30.7M |
| St Germain D J Co. Inc. | 1.22% | Add +5.8% | 652,407 | $30.5M |
| Park Avenue Securities LLC | 0.23% | Add +4.5% | 642,113 | $30.1M |
| Venturi Wealth Management, LLC | 1.37% | Add +4.0% | 632,277 | $29.6M |
| Capital Asset Advisory Services LLC | 1.26% | Add +4.1% | 621,969 | $29.1M |
| Financial Strategies Group, Inc. | 5.36% | Add +0.8% | 590,200 | $28.1M |
| Pineridge Advisors LLC | 7.98% | Reduce -6.9% | 596,148 | $27.9M |
| CGN Advisors LLC | 2.22% | Add +1.3% | 576,590 | $27.0M |
| Meeder Advisory Services, Inc. | 1.15% | Reduce -3.5% | 528,978 | $24.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +23.3% | 526,709 | $24.7M |
| KFG Wealth Management, LLC | 3.49% | Add +11.7% | 516,924 | $24.2M |
| Valmark Advisers, Inc. | 0.31% | Add +0.1% | 512,049 | $24.0M |
| Beacon Pointe Advisors, LLC | 0.20% | Reduce -16.0% | 491,437 | $23.0M |
| Ballentine Partners, LLC | 0.32% | Reduce -0.1% | 485,903 | $22.7M |
| West Wealth Group, LLC | 4.98% | Add +31.3% | 470,570 | $22.1M |
| Impact Partnership Wealth, LLC | 3.17% | Reduce -27.6% | 456,104 | $21.4M |
| Knightsbridge Asset Management, LLC | 3.47% | Reduce -1.0% | 434,347 | $20.3M |
| Capital Wealth Management, LLC | 7.06% | Reduce -0.4% | 433,588 | $20.3M |
| Chaney Capital Management, Inc. | 7.07% | Add +2.3% | 425,737 | $19.9M |
| Capital Advisors Inc. | 0.33% | Add +0.2% | 417,164 | $19.5M |
| Woodmont Investment Counsel LLC | 1.27% | Add +10.1% | 410,401 | $19.2M |
| Allen Capital Group, LLC | 1.82% | Add +1.4% | 408,126 | $19.1M |
| Austin Private Wealth, LLC | 1.46% | Add +19.6% | 405,265 | $19.0M |
| Strategic Financial Concepts, LLC | 2.74% | Add +12.1% | 402,713 | $18.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +0.3% | 395,909 | $18.5M |
| PNC Financial Services Group, Inc. | 0.01% | Add +17.6% | 393,256 | $18.4M |
| Kestra Investment Management, LLC | 0.48% | Add +8.5% | 385,596 | $18.0M |
| Heritage Family Offices, LLP | 8.16% | Reduce -7.4% | 374,603 | $17.5M |
| Compton Financial Group, LLC | 4.15% | Add +2.5% | 368,258 | $17.2M |
| Luken Investment Analytics, LLC | 6.62% | Add +1.1% | 361,873 | $16.9M |
| Rodgers & Associates, LTD | 1.74% | Add +4.0% | 360,306 | $16.9M |
| Landmark Wealth Management, Inc. | 6.55% | Add +14.4% | 358,216 | $16.8M |
| WCG Wealth Advisors LLC | 1.02% | Reduce -10.7% | 348,595 | $16.3M |
| Facet Wealth, Inc. | 0.34% | Reduce -3.5% | 347,517 | $16.3M |
| Summit Global Investments | 0.93% | Add +14.6% | 338,424 | $15.8M |
| Capital Analysts, LLC | 0.44% | Add +68.2% | 322,450 | $15.1M |
| Tortoise Investment Management, LLC | 1.34% | Add +2.5% | 320,969 | $15.0M |
| Tradewinds Capital Management, LLC | 3.35% | Add +3017.7% | 318,601 | $14.9M |
| Savvy Advisors, Inc. | 0.68% | Add +19.4% | 316,073 | $14.8M |
| Vicus Capital | 1.11% | Add +1261.0% | 311,202 | $14.6M |
| Midwest Capital Advisors, LLC | 6.91% | Add +14.0% | 306,171 | $14.3M |
| VestGen Advisors, LLC | 0.48% | Add +9.1% | 305,866 | $14.3M |
| SigFig Wealth Management, LLC | 0.44% | Reduce -4.5% | 308,349 | $14.3M |
| Perigon Wealth Management, LLC | 0.29% | Add +42.4% | 303,407 | $14.2M |
| N.E.W. Advisory Services LLC | 1.24% | Reduce -2.1% | 296,056 | $13.9M |
| Wrapmanager Inc. | 4.21% | Reduce -16.2% | 292,337 | $13.7M |
| RFG Advisory, LLC | 0.28% | Add +101.2% | 290,015 | $13.6M |
| Financial Gravity Asset Management, Inc. | 2.64% | — | 285,924 | $13.4M |
| Forbes J M & Co. LLP | 1.10% | Add +1.3% | 282,138 | $13.2M |
| ONE Advisory Partners, LLC | 3.98% | Add +21.1% | 278,189 | $13.0M |
| Truefg, LLC | 3.57% | Add +1.3% | 275,714 | $12.9M |
| ERn Financial, LLC | 2.53% | Reduce -13.3% | 273,314 | $12.8M |
| Flagship Harbor Advisors, LLC | 0.54% | Add +11.9% | 267,124 | $12.5M |
| Sterneck Capital Management, LLC | 5.82% | Reduce -10.3% | 267,022 | $12.5M |
| Global Retirement Partners, LLC | 0.28% | Add +2.7% | 266,361 | $12.5M |
| Peak Financial Management, Inc. | 3.21% | Add +2.2% | 259,181 | $12.1M |
| Geneos Wealth Management Inc. | 0.30% | Reduce -14.1% | 256,424 | $12.0M |
| Citigroup Inc. | 0.01% | Reduce -1.2% | 255,228 | $11.9M |
| Abich Financial Wealth Management LLC | 4.16% | — | 249,839 | $11.7M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +36.5% | 247,171 | $11.6M |
| Marathon Strategic Advisors, LLC | 9.14% | Add +1.0% | 243,902 | $11.4M |
| Fort Point Capital Partners LLC | 1.43% | Add +5.8% | 240,605 | $11.3M |
| Leicht Financial Planning & Wealth Management, Inc. | 5.04% | Reduce -0.6% | 238,835 | $11.2M |
| LexAurum Advisors, LLC | 1.58% | Add +9.6% | 236,146 | $11.1M |
| Second Line Capital, LLC | 2.28% | Add +0.6% | 235,333 | $11.0M |
| Integrated Wealth Concepts LLC | 0.10% | Add +17.4% | 232,130 | $10.9M |
| Aspire Private Capital, LLC | 2.38% | Add +23.0% | 231,569 | $10.8M |
| Main Management ETF Advisors, LLC | 0.40% | Add +17.9% | 228,178 | $10.7M |
| Hobart Private Capital, LLC | 2.21% | Add +0.9% | 225,707 | $10.6M |
| Cascade Financial Partners, LLC | 1.21% | Add +2.0% | 225,704 | $10.6M |
| Aquire Wealth Advisors, LLC | 2.54% | Reduce -4.4% | 220,439 | $10.3M |
| Portside Wealth Group, LLC | 1.42% | Add +3.8% | 218,943 | $10.2M |
| Brookstone Capital Management | 0.12% | Reduce -7.3% | 216,284 | $10.1M |
| Sanctuary Advisors, LLC | 0.06% | Add +2.8% | 215,624 | $10.1M |
| Daymark Wealth Partners, LLC | 0.34% | Add +24.6% | 214,090 | $10.0M |
| Advyzon Investment Management, LLC | 1.69% | Add +12.4% | 210,519 | $9.9M |
| Moss Adams Wealth Advisors LLC | 0.77% | Add +3.1% | 210,060 | $9.8M |
| Comerica Bank | 0.04% | Add +11.0% | 207,344 | $9.7M |
| JDM Financial Group LLC | 4.06% | Add +4.1% | 208,948 | $9.7M |
| Great Valley Advisor Group, Inc. | 0.19% | Add +5.0% | 202,125 | $9.5M |
| TPG Financial Advisors, LLC | 3.51% | Add +0.4% | 201,583 | $9.4M |
| Atlas Private Wealth Advisors | 2.29% | Reduce -22.1% | 199,814 | $9.4M |
| Abound Financial, LLC | 3.70% | Add +3.1% | 197,497 | $9.2M |
| Grey Fox Wealth Advisors, LLC | 1.88% | Add +5.7% | 196,777 | $9.2M |
| Affiance Financial, LLC | 1.67% | Add +6.2% | 195,998 | $9.2M |
| Valtinson Bruner Financial Planning LLC | 2.65% | Add +5.7% | 191,174 | $8.9M |
| Revisor Wealth Management LLC | 3.07% | Add +18.3% | 188,699 | $8.9M |
| Avior Wealth Management, LLC | 0.29% | Add +18.1% | 189,496 | $8.9M |
| OneAscent Financial Services LLC | 0.59% | Reduce -14.0% | 188,269 | $8.8M |
| Harbour Investments, Inc. | 0.20% | Add +5.7% | 187,912 | $8.8M |
| Integrated Investment Consultants, LLC | 1.48% | Add +1.6% | 185,885 | $8.7M |
| Cobblestone Asset Management LLC | 3.94% | Add +12.3% | 184,173 | $8.6M |
| Waverly Advisors, LLC | 0.08% | Add +12.0% | 179,607 | $8.4M |
| Alliance Wealth Advisors, LLC | 1.89% | Add +2.0% | 172,409 | $8.1M |
| Values Added Financial LLC | 3.57% | Add +1.0% | 171,390 | $8.0M |
| Signal Advisors Wealth, LLC | 0.73% | Add +11.0% | 171,317 | $8.0M |
| Opes Wealth Management LLC | 1.40% | Reduce -0.1% | 169,363 | $7.9M |
| Millington Financial Advisors, LLC | 3.78% | Add +3.7% | 166,715 | $7.8M |
| Brighton Securities Corp. | 4.00% | Reduce -0.6% | 163,955 | $7.7M |
| Windsor Capital Management, LLC | 2.09% | Add +2.9% | 161,580 | $7.6M |
| Clearstead Advisors, LLC | 0.11% | Add +11.6% | 161,208 | $7.5M |
| Cypress Wealth Services, LLC | 1.23% | Add +21.1% | 160,106 | $7.5M |
| Securian Asset Management, Inc. | 0.20% | No change | 159,360 | $7.5M |
| David Kennon Inc | 2.66% | Reduce -1.8% | 157,815 | $7.4M |
| Signet Financial Management, LLC | 0.84% | Add +0.8% | 154,516 | $7.2M |
| Trilogy Capital Inc. | 0.33% | Reduce -0.9% | 154,134 | $7.2M |
| Merit Financial Group, LLC | 0.07% | Reduce -4.5% | 153,881 | $7.2M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Add +413.7% | 153,072 | $7.2M |
| Financial Insights, Inc. | 2.36% | Reduce -1.5% | 152,143 | $7.1M |
| Fiduciary Alliance LLC | 0.48% | Add +1.4% | 151,314 | $7.1M |
| Melone Private Wealth, LLC | 3.11% | Add +19.2% | 146,892 | $6.9M |
| ProVise Management Group, LLC | 0.51% | Add +2.0% | 146,742 | $6.9M |
| Integrity Alliance, Llc. | 0.32% | Add +8.7% | 145,707 | $6.8M |
| WealthTrak Capital Management LLC | 5.59% | Add +3.3% | 145,175 | $6.8M |
| Fonville Wealth Management LLC | 1.53% | Add +7.5% | 145,167 | $6.8M |
| Wealth Alliance Advisory Group, LLC | 1.22% | Reduce -0.5% | 144,663 | $6.8M |
| Optimist Retirement Group LLC | 3.04% | Reduce -6.0% | 143,786 | $6.7M |
| Corient Private Wealth LP | 0.01% | Add +464.6% | 1,132,785 | $6.7M |
| Uptown Financial Advisors LLC | 5.81% | Add +0.9% | 141,170 | $6.6M |
| CX Institutional | 0.20% | Reduce -5.2% | 140,865 | $6.6M |
| Creative Financial Designs Inc. | 0.44% | Add +4.8% | 139,492 | $6.5M |
| Savant Capital, LLC | 0.04% | Reduce -4.3% | 138,802 | $6.5M |
| Founders Financial Securities LLC | 0.44% | Add +3.5% | 138,224 | $6.5M |
| Obsidian Personal Planning Solutions LLC | 2.22% | Add +1.3% | 134,409 | $6.4M |
| IHT Wealth Management, LLC | 0.16% | Add +1.2% | 134,869 | $6.3M |
| Pure Financial Advisors, LLC | 0.10% | Reduce -0.8% | 132,354 | $6.2M |
| Rinkey Investments | 1.59% | Add +0.2% | 128,042 | $6.0M |
| Arete Wealth Advisors, LLC | 0.37% | Add +11.8% | 127,136 | $6.0M |
| Kensington Asset Management, LLC | 0.36% | Add +35.6% | 126,629 | $5.9M |
| Vision Capital Management, Inc. | 0.73% | Reduce -2.6% | 125,867 | $5.9M |
| Citadel Advisors | 0.00% | Add +224.0% | 124,665 | $5.8M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -6.5% | 122,724 | $5.7M |
| Red Wave Investments LLC | 1.73% | Add +2.2% | 120,611 | $5.6M |
| Towercrest Capital Management | 0.91% | Reduce -3.4% | 120,602 | $5.6M |
| Delta Wealth Advisors LLC | 4.42% | Add +2.5% | 120,590 | $5.6M |
| Brooklyn FI, LLC | 1.26% | Reduce -5.0% | 120,247 | $5.6M |
| Mascoma Wealth Management LLC | 1.24% | Add +4.6% | 119,922 | $5.6M |
| Mason & Associates, LLC | 1.40% | Add +0.0% | 130,242 | $5.6M |
| Wolff Financial Management LLC | 1.27% | Add +1.8% | 117,120 | $5.5M |
| Onyx Bridge Wealth Group LLC | 0.59% | Add +286.8% | 115,984 | $5.4M |
| Probity Advisors, Inc. | 0.88% | Reduce -1.2% | 115,696 | $5.4M |
| Victory Financial Group, LLC | 0.74% | Add +0.4% | 115,511 | $5.4M |
| Gibbs Wealth Management | 1.21% | Reduce -23.0% | 114,547 | $5.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -59.5% | 114,275 | $5.3M |
| Wrenne Financial Planning LLC | 2.28% | Reduce -0.3% | 113,979 | $5.3M |
| Raleigh Capital Management Inc. | 2.00% | Add +27.3% | 112,484 | $5.3M |
| Boltwood Capital Management | 1.38% | Reduce -1.2% | 110,910 | $5.2M |
| Riversedge Advisors, LLC | 0.86% | Reduce -0.5% | 109,278 | $5.1M |
| Ehrlich Financial Group | 3.02% | Add +12.9% | 108,626 | $5.1M |
| Moneco Advisors, LLC | 0.42% | Add +65.4% | 108,407 | $5.1M |
| Summit Financial, LLC | 0.08% | Add +61.6% | 108,299 | $5.1M |
| IFP Advisors, Inc | 0.13% | Add +23.4% | 107,340 | $5.0M |
| Integrated Capital Management, LLC | 2.21% | Reduce -4.8% | 104,138 | $5.0M |
| Phoenix Wealth Advisors | 1.93% | Add +1.5% | 107,174 | $5.0M |
| Municipal Employees' Retirement System of Michigan | 0.06% | No change | 107,144 | $5.0M |
| Independent Financial Group, LLC | 0.12% | Add +82.3% | 106,649 | $5.0M |
| Proffitt & Goodson Inc. | 0.71% | Reduce -2.9% | 106,482 | $5.0M |
| Blue Barn Wealth, LLC | 2.18% | Add +8.6% | 106,164 | $5.0M |
| Bristlecone Advisors, LLC | 0.41% | Add +0.9% | 103,638 | $4.9M |
| Optas, LLC | 0.82% | Reduce -13.3% | 103,008 | $4.8M |
| CreativeOne Wealth, LLC | 0.12% | Add +19.2% | 102,271 | $4.8M |
| Collier Financial | 3.58% | — | 101,609 | $4.8M |
| Pinnacle Wealth Planning Services, Inc. | 0.56% | Add +8.2% | 101,463 | $4.7M |
| Financial Enhancement Group LLC | 0.63% | Reduce -2.1% | 98,893 | $4.7M |
| AE Wealth Management LLC | 0.03% | Add +33.9% | 100,187 | $4.7M |
| Ade, LLC | 2.32% | Reduce -1.1% | 98,179 | $4.6M |
| Stifel Financial Corp. | 0.00% | Add +2.1% | 98,164 | $4.6M |
| BlackRock, Inc. | 0.00% | Add +3037.1% | 96,873 | $4.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.8% | 96,775 | $4.5M |
| Truist Financial Corp. | 0.01% | Reduce -0.1% | 96,587 | $4.5M |
| Exencial Wealth Advisors, LLC | 0.15% | Reduce -3.0% | 95,745 | $4.5M |
| Alliance Wealth Management Group | 0.99% | Reduce -5.1% | 95,457 | $4.5M |
| Key Financial Inc | 0.82% | Add +2.3% | 94,326 | $4.4M |
| Detalus Advisors, LLC | 1.15% | Add +305.5% | 94,725 | $4.4M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +28.7% | 92,158 | $4.4M |
| AQR Capital Management | 0.00% | Add +33.5% | 94,011 | $4.4M |
| Great Point Wealth Advisors, LLC | 0.82% | — | 92,894 | $4.3M |
| Pinnacle Family Advisors, LLC | 1.88% | Add +999.3% | 92,195 | $4.3M |
| WBH Advisory Inc. | 0.33% | Add +6.1% | 91,973 | $4.3M |
| Continuum Advisory, LLC | 0.45% | Reduce -6.0% | 91,689 | $4.3M |
| R. W. Roge & Company, Inc. | 2.19% | Add +0.9% | 91,267 | $4.3M |
| Cape Cod Five Cents Savings Bank | 0.39% | No change | 102,363 | $4.2M |
| SPC Financial, Inc. | 0.33% | Add +6.1% | 89,336 | $4.2M |
| Stonehaven Wealth & Tax Solutions, LLC | 3.86% | Reduce -1.4% | 89,289 | $4.2M |
| Harbor Advisory Corp. | 1.23% | Reduce -0.2% | 88,911 | $4.2M |
| Sharkey, Howes & Javer | 0.53% | Reduce -30.0% | 88,891 | $4.2M |
| Turning Point Benefit Group, Inc. | 2.47% | Reduce -5.0% | 86,791 | $4.1M |
| Asset Dedication, LLC | 0.27% | Reduce -2.5% | 86,876 | $4.1M |
| Kingswood Wealth Advisors, LLC | 0.24% | Add +28.8% | 86,378 | $4.0M |
| Schwallier Wealth Management LLC | 2.52% | Reduce -1.3% | 86,129 | $4.0M |
| Vista Investment Management | 1.41% | Reduce -2.3% | 86,019 | $4.0M |
| Single Point Partners, LLC | 0.81% | Reduce -0.1% | 85,641 | $4.0M |
| Leslie Global Wealth, LLC | 1.88% | Add +34.2% | 85,597 | $4.0M |
| Simplicity Wealth,LLC | 0.23% | Reduce -33.2% | 85,189 | $4.0M |
| Richmond Investment Services, LLC | 0.72% | Add +40.1% | 83,161 | $3.9M |
| Certior Financial Group, LLC | 2.64% | Reduce -1.4% | 83,070 | $3.9M |
| Vertex Planning Partners, LLC | 0.75% | Reduce -15.2% | 83,064 | $3.9M |
| Tranquilli Financial Advisor LLC | 2.28% | Reduce -2.3% | 82,560 | $3.9M |
| FMR LLC | 0.00% | Add +23.6% | 81,598 | $3.8M |
| Ervin Investment Management, LLC | 2.17% | Add +2.5% | 81,059 | $3.8M |
| Blair William & Co. | 0.01% | Add +12.4% | 80,039 | $3.7M |
| Intrust Bank NA | 0.31% | Reduce -1.1% | 79,981 | $3.7M |
| MA Private Wealth | 0.62% | Add +10.9% | 79,151 | $3.7M |
| Simon Quick Advisors, LLC | 0.17% | Add +36.4% | 78,400 | $3.7M |
| Horizon Financial Services, LLC | 1.75% | Add +3.4% | 78,239 | $3.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Reduce -0.2% | 77,354 | $3.6M |
| Independent Advisor Alliance | 0.09% | Add +4.5% | 77,216 | $3.6M |
| PFG Private Wealth Management, LLC | 1.60% | New | 76,589 | $3.6M |
| Integrity Wealth Solutions LLC | 1.60% | Add +0.9% | 76,589 | $3.6M |
| SOA Wealth Advisors, LLC. | 0.58% | Add +41.6% | 76,468 | $3.6M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -9.4% | 76,184 | $3.6M |
| Planwiser Financial, LLC | 2.80% | Add +34.4% | 73,849 | $3.5M |
| Shum Financial Group, Inc. | 2.57% | — | 73,452 | $3.4M |
| Boston Standard Wealth Management, LLC | 0.58% | Add +0.0% | 73,392 | $3.4M |
| YHB Investment Advisors, Inc. | 0.25% | Add +0.1% | 73,129 | $3.4M |
| BIP Wealth, LLC | 0.17% | Reduce -8.1% | 72,854 | $3.4M |
| Cornerstone Wealth Management, LLC | 0.18% | Add +1.7% | 71,392 | $3.3M |
| McKinley Carter Wealth Services, Inc. | 0.18% | Reduce -2.7% | 71,379 | $3.3M |
| Legacy Solutions, LLC | 3.00% | Reduce -1.9% | 71,227 | $3.3M |
| Winch Advisory Services, LLC | 0.75% | Add +0.9% | 71,002 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +20.5% | 70,723 | $3.3M |
| Colton Groome Financial Advisors, LLC | 1.01% | Reduce -0.3% | 70,397 | $3.3M |
| Debussy Capital Management LP | 0.47% | Add +36.8% | 70,257 | $3.3M |
| Gladstone Institutional Advisory LLC | 0.12% | Add +3.0% | 69,232 | $3.2M |
| Parallel Advisors, LLC | 0.06% | Reduce -7.5% | 69,154 | $3.2M |
| Partners in Financial Planning | 0.56% | Reduce -0.9% | 68,714 | $3.2M |
| Jim Saulnier & Associates, LLC | 1.79% | Reduce -8.4% | 68,695 | $3.2M |
| Midwest Financial Network, LLC | 2.61% | Add +34.1% | 68,615 | $3.2M |
| Ironwood Wealth Management, LLC. | 1.08% | Reduce -7.5% | 68,548 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -7.7% | 68,373 | $3.2M |
| Peterson Wealth Advisors, LLC | 0.47% | Reduce -0.9% | 67,086 | $3.2M |
| Choreo, LLC | 0.04% | Reduce -0.9% | 67,555 | $3.2M |
| Tobias Financial Advisors, Inc. | 0.48% | Reduce -1.6% | 67,392 | $3.2M |
| Townsquare Capital LLC | 0.48% | Reduce -51.0% | 67,332 | $3.2M |
| Kera Capital Partners, Inc. | 0.47% | Add +2.7% | 67,138 | $3.1M |
| Western Wealth Management, LLC | 0.16% | Add +1.0% | 65,932 | $3.1M |
| Seeds Investor LLC | 0.65% | Add +58.6% | 65,328 | $3.1M |
| North Star Asset Management Inc. | 0.12% | Add +1.7% | 64,770 | $3.0M |
| Balefire, LLC | 0.60% | Add +13.9% | 64,510 | $3.0M |
| Richardson Financial Services Inc. | 1.87% | Add +7.2% | 64,477 | $3.0M |
| Snowden Capital Advisors LLC | 0.08% | Add +2.8% | 63,869 | $3.0M |
| OLIO Financial Planning | 0.87% | Reduce -4.4% | 63,592 | $3.0M |
| BayBridge Capital Group, LLC | 1.90% | Reduce -6.9% | 63,522 | $3.0M |
| Echo Wealth Management, LLC | 1.69% | Add +0.4% | 61,832 | $2.9M |
| Ieq Capital, LLC | 0.01% | Add +19.5% | 61,232 | $2.9M |
| Walkner Condon Financial Advisors LLC | 0.44% | Reduce -4.1% | 59,645 | $2.8M |
| Farther Finance Advisors, LLC | 0.04% | Add +45.5% | 58,564 | $2.7M |
| Vise Technologies, Inc. | 0.10% | Reduce -12.5% | 58,557 | $2.7M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.52% | Reduce -0.5% | 58,153 | $2.7M |
| ORBA Wealth Advisors, L.L.C. | 2.23% | Reduce -6.3% | 57,828 | $2.7M |
| FSB Premier Wealth Management, Inc. | 0.88% | Reduce -1.4% | 57,461 | $2.7M |
| Partnership Wealth Management, LLC | 2.07% | Reduce -1.0% | 57,359 | $2.7M |
| PAX Financial Group, LLC | 0.48% | Reduce -2.0% | 56,920 | $2.7M |
| Occidental Asset Management, LLC | 0.33% | Add +3.7% | 56,488 | $2.6M |
| Higgins & Schmidt Wealth Strategies LLC | 1.33% | Reduce -0.6% | 56,315 | $2.6M |
| Novus Advisors, LLC | 6.02% | Add +20.9% | 56,000 | $2.6M |
| HBW Advisory Services LLC | 0.29% | Reduce -2.4% | 55,895 | $2.6M |
| Resonant Capital Advisors, LLC | 0.15% | Reduce -3.3% | 55,706 | $2.6M |
| CSM Advisors, LLC | 0.07% | Add +79.6% | 55,258 | $2.6M |
| Quent Capital, LLC | 0.22% | Reduce -5.8% | 55,115 | $2.6M |
| Drucker Wealth 3.0, LLC | 0.45% | Add +118.5% | 54,078 | $2.5M |
| Oppenheimer & Co. Inc. | 0.03% | Add +250.5% | 53,523 | $2.5M |
| Diligent Investors, LLC | 0.63% | Reduce -0.2% | 53,513 | $2.5M |
| Kathleen S. Wright Associates Inc. | 0.92% | Add +2.6% | 53,010 | $2.5M |
| McAdam, LLC | 0.12% | Add +5.5% | 52,388 | $2.5M |
| Acorn Financial Advisory Services Inc. | 0.37% | Add +3.2% | 52,081 | $2.4M |
| Arq Wealth Advisors, LLC | 0.72% | Reduce -31.0% | 52,029 | $2.4M |
| Belpointe Asset Management LLC | 0.09% | Add +11.8% | 52,017 | $2.4M |
| Wallace Advisory Group, LLC | 1.94% | Add +120.7% | 56,514 | $2.4M |
| RTD Financial Advisors, Inc. | 0.29% | No change | 51,595 | $2.4M |
| Meitav Investment House Ltd. | 0.03% | Reduce -1.8% | 51,502 | $2.4M |
| Gainplan LLC | 1.02% | Reduce -2.1% | 51,271 | $2.4M |
| Global Financial Private Client, LLC | 0.85% | Add +5.9% | 51,200 | $2.4M |
| M&T Bank Corp | 0.01% | Add +3.0% | 51,003 | $2.4M |
| Lido Advisors, LLC | 0.01% | New | 50,332 | $2.4M |
| Foundations Investment Advisors, LLC | 0.03% | Add +33.0% | 49,755 | $2.3M |
| Diversify Advisory Services, LLC | 0.08% | Add +4.5% | 48,407 | $2.3M |
| Norden Group LLC | 0.23% | Reduce -9.2% | 49,230 | $2.3M |
| Salomon & Ludwin, LLC | 0.20% | Add +40.7% | 47,501 | $2.2M |
| Modera Wealth Management, LLC | 0.03% | Reduce -0.5% | 47,587 | $2.2M |
| Blueprint Investment Partners LLC | 0.31% | New | 46,422 | $2.2M |
| Lowe Brockenbrough & Co. Inc. | 0.11% | No change | 45,949 | $2.2M |
| Forbes Financial Planning, Inc. | 1.41% | Reduce -0.4% | 45,622 | $2.1M |
| Hirtle & Co., LLC | 0.08% | Add +184.7% | 45,607 | $2.1M |
| Advisory Resource Group | 0.38% | Reduce -24.6% | 45,382 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +12.9% | 44,988 | $2.1M |
| Fifth Third Securities, Inc. | 0.14% | Reduce -7.6% | 44,915 | $2.1M |
| Kohmann Bosshard Financial Services, LLC | 0.22% | Reduce -0.2% | 44,797 | $2.1M |
| Bison Wealth, LLC | 0.19% | Reduce -8.0% | 43,357 | $2.1M |
| CFS Investment Advisory Services, LLC | 0.15% | Add +10.8% | 43,062 | $2.1M |
| IAG Wealth Partners, LLC | 0.25% | Add +6.3% | 43,665 | $2.0M |
| Larson Financial Group LLC | 0.07% | Reduce -16.4% | 43,519 | $2.0M |
| AdvisorNet Financial, Inc | 0.12% | Reduce -1.7% | 43,424 | $2.0M |
| Rainier Family Wealth Inc. | 1.81% | Add +1.5% | 43,283 | $2.0M |
| Cadent Capital Advisors, LLC | 0.54% | Add +12.5% | 43,137 | $2.0M |
| MBA Advisors LLC | 0.85% | Reduce -1.1% | 42,608 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +20.2% | 42,506 | $2.0M |
| Compound Planning, Inc. | 0.06% | Add +0.3% | 42,148 | $2.0M |
| Koshinski Asset Management, Inc. | 0.14% | Reduce -20.6% | 42,123 | $2.0M |
| Global Endowment Management, LP | 0.25% | Add +1.1% | 42,104 | $2.0M |
| Fidelis Capital Partners, LLC | 0.15% | No change | 42,054 | $2.0M |
| Ascent Group, LLC | 0.07% | Add +9.3% | 41,830 | $2.0M |
| Topel & Distasi Wealth Management, LLC | 0.96% | No change | 41,670 | $2.0M |
| Smith, Moore & Co. | 0.15% | Add +0.4% | 41,427 | $1.9M |
| Forefront Wealth Partners, LLC | 0.48% | New | 40,808 | $1.9M |
| TD Private Client Wealth LLC | 0.04% | Reduce -0.7% | 40,522 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Add +1.4% | 40,182 | $1.9M |
| Vested Financial Planning, LLC | 1.52% | Add +0.1% | 40,026 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -12.6% | 39,663 | $1.9M |
| Strategic Financial Planning, Inc. | 1.07% | Reduce -6.0% | 39,590 | $1.9M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.13% | Add +2.0% | 39,389 | $1.8M |
| Cambridge Financial Group, LLC | 0.59% | Reduce -5.3% | 39,377 | $1.8M |
| Birch Financial Group, LLC | 1.08% | Add +3.4% | 39,306 | $1.8M |
| Maia Wealth LLC | 0.31% | Add +9.0% | 38,078 | $1.8M |
| Lifestyle Asset Management, Inc. | 0.61% | Add +31.1% | 37,885 | $1.8M |
| Brown Financial Advisory | 0.93% | Reduce -10.9% | 37,742 | $1.8M |
| International Private Wealth Advisors LLC | 1.11% | Add +25.4% | 37,715 | $1.8M |
| WESCAP Management Group, Inc. | 0.37% | Reduce -4.5% | 37,631 | $1.8M |
| Matrix Trust Co | 0.28% | Reduce -15.5% | 37,553 | $1.8M |
| Stonehearth Capital Management, LLC | 0.67% | Reduce -4.6% | 37,047 | $1.7M |
| TAGStone Capital, Inc. | 0.68% | Reduce -0.1% | 36,921 | $1.7M |
| BankPlus Wealth Management LLC | 1.01% | Add +38.5% | 36,729 | $1.7M |
| MAI Capital Management | 0.01% | Reduce -0.3% | 36,685 | $1.7M |
| Hofer & Associates. Inc | 0.98% | Add +4.1% | 36,510 | $1.7M |
| Trivant Custom Portfolio Group, LLC | 0.88% | Add +0.5% | 36,459 | $1.7M |
| Fortitude Family Office, LLC | 0.46% | Reduce -5.4% | 36,457 | $1.7M |
| NavPoint Financial, Inc. | 0.89% | No change | 36,134 | $1.7M |
| Lockerman Financial Group, Inc. | 2.10% | Add +18.8% | 35,561 | $1.7M |
| Nwam LLC | 0.09% | Add +92.8% | 34,722 | $1.7M |
| Novem Group | 0.20% | Add +2.5% | 35,143 | $1.6M |
| Tempus Wealth Planning, LLC | 0.38% | Add +0.5% | 34,945 | $1.6M |
| PFG Advisors | 0.07% | Add +11.8% | 34,945 | $1.6M |
| FF Advisors,LLC | 0.78% | Reduce -0.7% | 34,684 | $1.6M |
| Clear Creek Financial Management, LLC | 0.14% | Add +36.7% | 34,482 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +96.0% | 34,243 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.4% | 33,875 | $1.6M |
| World Investment Advisors | 0.03% | Reduce -7.4% | 33,640 | $1.6M |
| Lanark Financial, Inc. | 0.12% | Add +25.6% | 33,383 | $1.6M |
| Maridea Wealth Management LLC | 0.24% | New | 32,552 | $1.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.20% | Reduce -48.7% | 32,959 | $1.5M |
| Gateway Wealth Partners, LLC | 0.21% | Add +588.3% | 32,701 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +0.7% | 32,698 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +62.6% | 32,509 | $1.5M |
| Cercano Management LLC | 0.06% | New | 32,275 | $1.5M |
| Composition Wealth, LLC | 0.02% | Reduce -80.1% | 32,182 | $1.5M |
| Brookwood Investment Group LLC | 0.19% | Add +4.4% | 32,155 | $1.5M |
| Financial Network Wealth Advisors LLC | 1.64% | Add +5.5% | 32,068 | $1.5M |
| Smartleaf Asset Management LLC | 0.09% | Add +9.1% | 32,066 | $1.5M |
| Alpha Advisors, LLC | 1.12% | New | 31,790 | $1.5M |
| Wealth Advisors of Iowa, LLC | 0.51% | Reduce -19.8% | 31,780 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5.2% | 31,757 | $1.5M |
| May Hill Capital, LLC | 0.43% | Reduce -6.6% | 31,508 | $1.5M |
| Beacon Bridge Wealth Partners, LLC | 0.52% | Add +0.5% | 31,452 | $1.5M |
| Defined Wealth Management, LLC | 0.85% | Add +0.9% | 31,441 | $1.5M |
| Axos Invest Inc. | 1.10% | New | 31,416 | $1.5M |
| Tyche Wealth Partners LLC | 0.26% | Add +106.3% | 31,346 | $1.5M |
| Insigneo Advisory Services, LLC | 0.10% | New | 31,090 | $1.5M |
| SCS Capital Management LLC | 0.02% | Reduce 0.0% | 31,085 | $1.5M |
| IRON Financial LLC | 0.69% | Add +2.8% | 30,952 | $1.4M |
| Outlook Wealth Advisors, LLC | 0.36% | Add +12.8% | 30,766 | $1.4M |
| Kagan Cocozza Asset Management | 1.09% | Reduce -7.4% | 30,729 | $1.4M |
| Gotham Asset Management | 0.01% | Add +25.4% | 30,705 | $1.4M |
| Mach-1 Financial Group, LLC | 0.23% | New | 30,374 | $1.4M |
| Integrity Advisory Solutions, LLC | 0.23% | — | 30,374 | $1.4M |
| Lifeworks Advisors, LLC | 0.19% | Reduce -1.6% | 30,290 | $1.4M |
| JFS Wealth Advisors, LLC | 0.08% | Add +1.1% | 30,158 | $1.4M |
| McNaughton Wealth Management, LLC | 0.59% | Add +3.0% | 30,006 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +9.7% | 29,755 | $1.4M |
| Hilltop Holdings Inc. | 0.07% | Add +5.1% | 29,712 | $1.4M |
| TRUE Private Wealth Advisors | 0.14% | Add +6.1% | 29,640 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +40.1% | 29,760 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +49.0% | 29,217 | $1.4M |
| Liberty One Investment Management, LLC | 0.08% | Reduce -2.9% | 29,200 | $1.4M |
| Rosenberg Matthew Hamilton | 0.29% | Reduce -2.3% | 28,860 | $1.4M |
| American Financial & Tax Strategies Inc. | 0.67% | Reduce -0.9% | 28,786 | $1.3M |
| Plan A Wealth LLC | 0.68% | Reduce -51.7% | 28,738 | $1.3M |
| Comprehensive Money Management Services LLC | 0.94% | Reduce -1.6% | 28,427 | $1.3M |
| Bond & Devick Financial Network, Inc. | 0.38% | No change | 27,264 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.0% | 27,114 | $1.3M |
| Huntington National Bank | 0.01% | Reduce -4.5% | 26,943 | $1.3M |
| Calton & Associates, Inc. | 0.19% | Add +2.7% | 26,916 | $1.3M |
| &partners | 0.01% | Add +1.4% | 26,909 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +3.1% | 26,854 | $1.3M |
| Summit Wealth Group LLC / Co. | 0.13% | New | 39,868 | $1.3M |
| Worth Financial Advisory Group, LLC | 0.70% | Reduce -1.3% | 26,733 | $1.3M |
| Frisch Financial Group, Inc. | 0.29% | Reduce -1.0% | 26,665 | $1.2M |
| Forthright Family Wealth Advisory LLC | 0.76% | Reduce -58.4% | 26,499 | $1.2M |
| Certified Advisory Corp | 0.12% | Reduce -1.1% | 26,302 | $1.2M |
| Rovin Capital /Ut/ | 0.34% | Add +17.3% | 26,128 | $1.2M |
| Level Wealth Management LLC | 0.64% | Reduce -4.5% | 25,992 | $1.2M |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -23.8% | 25,780 | $1.2M |
| Coppell Advisory Solutions LLC | 0.13% | Reduce -13.2% | 25,879 | $1.2M |
| Magnolia Capital Advisors LLC | 0.31% | Add +3.5% | 25,523 | $1.2M |
| GK Wealth Management LLC | 0.89% | Reduce -5.8% | 25,476 | $1.2M |
| Collaborative Wealth Managment Inc. | 0.48% | Reduce -1.1% | 25,326 | $1.2M |
| G&S Capital LLC | 0.43% | Reduce -1.4% | 25,053 | $1.2M |
| Balboa Wealth Partners | 0.20% | Add +22.3% | 24,897 | $1.2M |
| Iams Wealth Management, LLC | 0.47% | Add +20.7% | 24,772 | $1.2M |
| Wealthspire Retirement, LLC | 0.07% | Add +5.6% | 24,563 | $1.1M |
| Rockbridge Investment Management, LCC | 0.11% | Reduce -3.8% | 24,131 | $1.1M |
| ShoreHaven Wealth Partners, LLC | 0.42% | Reduce -1.2% | 23,973 | $1.1M |
| Upper Left Wealth Management, LLC | 0.69% | Reduce -2.0% | 23,507 | $1.1M |
| Idaho Trust Co | 0.37% | Reduce -41.1% | 23,442 | $1.1M |
| Diversified Enterprises, LLC | 0.07% | No change | 22,933 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -4.2% | 22,905 | $1.1M |
| Montz Harcus Wealth Management LLC | 0.47% | Add +3.5% | 22,898 | $1.1M |
| Watershed Private Wealth LLC | 0.34% | Reduce -13.6% | 22,804 | $1.1M |
| Hassell Wealth Management, LLC | 0.37% | No change | 22,709 | $1.1M |
| Orin Green Financial, LLC | 0.42% | Reduce -7.6% | 22,587 | $1.1M |
| Leavell Investment Management, Inc. | 0.04% | Add +0.4% | 22,557 | $1.1M |
| Alaska Wealth Advisors, LLC | 0.14% | Reduce -0.4% | 22,547 | $1.1M |
| Range Financial Group LLC | 0.38% | Reduce -2.1% | 22,363 | $1.0M |
| Battery Global Advisors, LLC | 0.49% | No change | 22,356 | $1.0M |
| Triumph Capital Management | 0.28% | Add +2.7% | 22,147 | $1.0M |
| Valued Wealth Advisors LLC | 0.48% | Reduce -1.3% | 22,124 | $1.0M |
| Towerpoint Wealth, LLC | 0.42% | Add +0.1% | 21,795 | $1.0M |
| Synergy Asset Management, LLC | 0.04% | Add +299.5% | 22,772 | $1.0M |
| Money Concepts Capital Corp. | 0.06% | Add +6.5% | 21,719 | $1.0M |
| Apeiron RIA LLC | 0.23% | Reduce -1.8% | 21,746 | $1.0M |
| Northwest Wealth Management, LLC | 0.17% | Reduce -1.7% | 21,486 | $1.0M |
| Legacy Edge Advisors, LLC | 0.12% | Add +110.9% | 21,322 | $998K |
| City State Bank | 0.29% | Reduce -0.5% | 21,313 | $998K |
| SYM FINANCIAL Corp | 0.11% | Add +17.2% | 21,271 | $996K |
| Benjamin Edwards Inc. | 0.01% | Reduce -2.4% | 20,903 | $979K |
| Portland Financial Advisors Inc | 2.08% | Add +7.6% | 20,880 | $977K |
| Advisor OS, LLC | 0.08% | Reduce -14.8% | 20,758 | $972K |
| Aire Advisors, LLC | 0.18% | No change | 20,643 | $966K |
| Spartan Planning & Wealth Management | 0.75% | Add +15.3% | 20,591 | $964K |
| Wedmont Private Capital | 0.04% | Add +11.8% | 20,329 | $960K |
| United Asset Strategies, Inc. | 0.08% | Add +30.4% | 20,355 | $953K |
| Northeast Financial Group, Inc. | 0.24% | Reduce -6.8% | 20,318 | $951K |
| Hurley Capital, LLC | 0.54% | Add +5.1% | 20,306 | $951K |
| Penobscot Wealth Management | 0.30% | Add +2.2% | 20,263 | $949K |
| Sheets Smith Wealth Management | 0.11% | No change | 20,153 | $943K |
| Three Cord True Wealth Management, LLC | 0.64% | Reduce -1.1% | 20,062 | $939K |
| Sunburst Financial Group, LLC | 0.20% | Reduce -1.0% | 19,923 | $933K |
| American Investment Services, Inc. | 0.22% | Add +2.4% | 19,827 | $928K |
| Trinity Wealth Management, LLC | 0.34% | Add +0.0% | 19,577 | $916K |
| Waller Financial Planning Group, Inc. | 0.21% | No change | 19,445 | $910K |
| Ritholtz Wealth Management | 0.02% | Add +1.1% | 19,379 | $907K |
| Banco Santander, S.A. | 0.01% | Reduce -25.4% | 19,315 | $904K |
| Blueprint Financial Advisors LLC | 0.19% | New | 19,031 | $891K |
| Cozad Asset Management Inc. | 0.07% | No change | 18,834 | $882K |
| Hughes Financial Services, LLC | 0.14% | Reduce -0.7% | 18,363 | $878K |
| Apella Capital, LLC | 0.02% | Add +24.9% | 18,523 | $873K |
| Family Investment Center, Inc. | 0.18% | Reduce -1.1% | 18,621 | $872K |
| Private Trust Co. NA | 0.08% | Reduce -6.7% | 18,470 | $865K |
| USAdvisors Wealth Management, LLC | 0.29% | Reduce -3.9% | 18,151 | $849K |
| Natixis Advisors, LLC | 0.00% | Add +11.3% | 18,127 | $849K |
| Redwood Financial Network Corp | 0.53% | Add +29.4% | 17,996 | $842K |
| Matauro, LLC | 0.13% | Add +9.9% | 17,889 | $837K |
| Verus Capital Partners, LLC | 0.06% | Reduce -3.2% | 17,813 | $834K |
| Independent Wealth Network Inc. | 0.27% | Add +9.0% | 17,694 | $828K |
| Baird Financial Group, Inc. | 0.00% | Add +92.5% | 17,661 | $827K |
| Valley Financial Group, Inc. | 0.47% | Add +1.4% | 17,638 | $826K |
| Perennial Investment Advisors, LLC | 0.07% | Reduce -4.3% | 17,526 | $820K |
| Canal Capital Management, LLC | 0.12% | Add +0.4% | 17,453 | $817K |
| UNIVEST FINANCIAL Corp | 0.05% | Add +19.6% | 17,290 | $809K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 17,125 | $802K |
| October Effect Ltd | 0.88% | Reduce -2.0% | 17,098 | $800K |
| Rooted Wealth Advisors, Inc. | 0.24% | Reduce -0.9% | 16,760 | $794K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.1% | 16,909 | $792K |
| Argent Trust Co | 0.03% | Reduce -3.1% | 16,861 | $789K |
| Inman Jager Wealth Management, LLC | 0.50% | Add +0.1% | 16,794 | $786K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.1% | 16,011 | $760K |
| Beacon Financial Group | 0.07% | Reduce -0.0% | 16,150 | $756K |
| MB Generational Wealth, LLC | 0.48% | — | 16,118 | $754K |
| US Bancorp \de | 0.00% | Add +6.5% | 16,107 | $754K |
| Mullaney, Keating & Wright, Inc. | 0.42% | Add +29.8% | 16,071 | $752K |
| Bravias Capital Group, LLC | 0.50% | Add +22.6% | 16,042 | $751K |
| Broadview Financial Management, LLC | 0.50% | Reduce -1.0% | 15,934 | $746K |
| Morling Financial Advisors, LLC | 0.25% | Reduce -2.2% | 15,855 | $742K |
| Coign Capital Advisors LLC | 0.41% | Reduce -3.4% | 15,837 | $741K |
| Pacifica Partners Inc. | 0.27% | Add +8.8% | 15,727 | $741K |
| Curtis Advisory Group, LLC | 0.17% | Reduce -0.5% | 15,787 | $739K |
| HighMark Wealth Management LLC | 0.32% | Reduce -15.7% | 15,700 | $735K |
| Vantage Financial Partners, LLC | 0.15% | Reduce -4.0% | 15,650 | $733K |
| Gilbert & Cook, Inc. | 0.09% | Reduce -5.9% | 15,357 | $719K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -51.3% | 15,335 | $718K |
| Ocean Park Asset Management, LLC | 0.03% | New | 15,258 | $714K |
| Diversify Wealth Management, LLC | 0.04% | Reduce -25.3% | 14,955 | $713K |
| Yukon Wealth Management, Inc. | 0.23% | No change | 15,121 | $708K |
| Formidable Asset Management, LLC | 0.11% | Add +15.9% | 16,392 | $701K |
| Professional Financial Advisors, LLC | 0.15% | Reduce -1.1% | 14,908 | $698K |
| Net Worth Advisory Group | 0.20% | Reduce -3.8% | 14,894 | $697K |
| CoreCap Advisors, LLC | 0.03% | Add +4.8% | 14,881 | $697K |
| Hilltop Wealth Advisors, LLC | 0.36% | Add +0.1% | 14,878 | $696K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -2.1% | 14,740 | $690K |
| Sound Financial Strategies Group, LLC | 0.50% | Add +4.1% | 14,662 | $686K |
| Black Diamond Financial, LLC | 0.08% | New | 14,363 | $672K |
| Towne Trust Company, N.A | 0.22% | Add +188.9% | 14,277 | $668K |
| Autumn Glory Partners, LLC | 0.27% | No change | 14,255 | $667K |
| Cresset Asset Management, LLC | 0.00% | Add +97.6% | 14,177 | $664K |
| Private Wealth Group, LLC | 0.32% | Add +22.2% | 13,872 | $649K |
| Cary Street Partners Investment Advisory LLC | 0.27% | Add +1.5% | 13,835 | $648K |
| Advance Capital Management, Inc. | 0.03% | Reduce -31.7% | 13,809 | $646K |
| Retirement Income Solutions, Inc. | 0.11% | No change | 13,759 | $644K |
| Spectrum Planning & Advisory Services Inc. | 0.36% | Add +1.8% | 13,733 | $643K |
| Orcam Financial Group | 0.52% | Add +9.2% | 13,723 | $642K |
| One Capital Management, LLC | 0.02% | Reduce -1.8% | 13,655 | $639K |
| LBMC Investment Advisors, LLC | 0.04% | Add +16.0% | 13,580 | $636K |
| Absolute Capital Management, LLC | 0.27% | Add +52.5% | 13,578 | $636K |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.7% | 13,475 | $631K |
| Greystone Financial Group, LLC | 0.10% | Reduce -4.8% | 13,454 | $630K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 13,428 | $629K |
| National Wealth Management Group, LLC | 0.23% | Reduce -1.1% | 13,279 | $622K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -42.1% | 13,187 | $617K |
| Spire Wealth Management | 0.02% | Add +153.5% | 13,112 | $614K |
| Carnegie Investment Counsel | 0.01% | Reduce -4.2% | 13,071 | $612K |
| Hilltop Partners LLC | 0.18% | Reduce -23.7% | 13,060 | $611K |
| Zhang Financial LLC | 0.02% | Add +8.9% | 12,841 | $601K |
| Tennessee Valley Asset Management Partners | 0.08% | Add +6.8% | 12,663 | $593K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.2% | 12,643 | $592K |
| Stanich Group LLC | 0.36% | Add +7.5% | 12,606 | $590K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 12,485 | $584K |
| Post Resch Tallon Group Inc. | 0.52% | Reduce -0.7% | 12,431 | $582K |
| Sowell Financial Services LLC | 0.02% | Add +6.4% | 12,305 | $576K |
| Stonebridge Financial Group, LLC | 0.05% | Add +0.1% | 12,262 | $574K |
| Gilman Hill Asset Management, LLC | 0.09% | No change | 12,250 | $573K |
| Virtu Financial LLC | 0.03% | Reduce -37.0% | 12,202 | $571K |
| My Personal CFO, LLC | 0.22% | New | 12,166 | $569K |
| Foundation Wealth Management, LLC\PA | 0.22% | No change | 12,166 | $569K |
| Principal Securities, Inc. | 0.01% | Add +17.7% | 12,147 | $569K |
| Strategies Wealth Advisors, LLC | 0.06% | No change | 12,058 | $564K |
| Hill Investment Group Partners, LLC | 0.07% | No change | 12,002 | $562K |
| Sigma Planning Corp | 0.02% | Add +13.6% | 11,945 | $559K |
| River Street Advisors LLC | 0.22% | Add +0.9% | 11,913 | $558K |
| XY Planning Network, Inc. | 0.19% | No change | 12,911 | $552K |
| Old Second National Bank of Aurora | 0.11% | Reduce -0.3% | 11,676 | $547K |
| Resurgent Financial Advisors LLC | 0.27% | Add +0.7% | 11,606 | $543K |
| Warner Financial, Inc. | 0.20% | No change | 11,544 | $540K |
| K2 Financial Inc. | 0.43% | Add +9.1% | 11,546 | $540K |
| Convergence Financial, LLC | 0.08% | Reduce -1.5% | 11,517 | $539K |
| Life Planning Partners, Inc | 0.39% | Add +0.8% | 11,466 | $537K |
| Macroview Investment Management LLC | 0.40% | Add +2.9% | 11,422 | $535K |
| TKG Advisors, LLC | 0.23% | Reduce -6.1% | 11,340 | $531K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -1.1% | 11,207 | $525K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +13.6% | 11,051 | $517K |
| Watts Gwilliam & Co., LLC | 0.08% | No change | 11,002 | $515K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 10,976 | $514K |
| Virtue Capital Management, LLC | 0.08% | New | 734 | $512K |
| Keener Financial Planning LLC | 0.24% | Reduce -0.3% | 10,955 | $512K |
| Destination Wealth Management | 0.01% | Add +9.3% | 10,911 | $511K |
| Modern Wealth Management, LLC | 0.01% | Add +1.0% | 10,907 | $511K |
| NBT Bank, N.A. | 0.03% | Reduce -1.2% | 10,780 | $510K |
| BlackDiamond Wealth Management, LLC | 0.28% | Add +1.3% | 10,818 | $506K |
| Summit Trail Advisors, LLC | 0.01% | No change | 10,566 | $495K |
| Stevens Capital Partners | 0.15% | Add +13.3% | 10,538 | $493K |
| Cooksen Wealth, LLC | 0.37% | Reduce -2.0% | 10,527 | $493K |
| United Advisor Group, LLC | 0.07% | Add +30.8% | 10,499 | $491K |
| Dravo Bay LLC | 0.22% | Add +1.6% | 10,426 | $488K |
| Mather Group, Llc. | 0.00% | No change | 10,419 | $488K |
| First Trust Advisors LP | 0.00% | Add +7.5% | 10,406 | $487K |
| Sovran Advisors, LLC | 0.04% | Reduce -5.9% | 10,183 | $487K |
| ACT Advisors, LLC. | 0.20% | Reduce -5.2% | 10,364 | $485K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -18.4% | 10,155 | $475K |
| 4WEALTH Advisors, Inc. | 0.44% | Reduce -3.2% | 10,089 | $472K |
| WealthPlan Investment Management, LLC | 0.03% | No change | 10,076 | $472K |
| Angeles Wealth Management, LLC | 0.03% | Reduce -49.0% | 9,900 | $463K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | No change | 9,842 | $461K |
| Richard W. Paul & Associates, LLC | 0.16% | Reduce -12.5% | 9,762 | $457K |
| Bahl & Gaynor LLC | 0.00% | Reduce -3.9% | 9,760 | $457K |
| Urban Financial Advisory Corp | 0.21% | Add +10.0% | 9,723 | $455K |
| BNP Paribas Financial Markets | 0.00% | Add +10.4% | 9,718 | $455K |
| TSA Wealth Managment LLC | 0.15% | No change | 9,649 | $452K |
| Claro Advisors Inc. | 0.07% | Reduce -3.1% | 9,639 | $451K |
| SkyOak Wealth, LLC | 0.08% | Reduce -0.7% | 9,578 | $448K |
| Squarepoint Ops LLC | 0.00% | New | 9,457 | $443K |
| Symphony Financial, Ltd. Co. | 0.05% | Add +80.7% | 9,282 | $434K |
| Balentine LLC | 0.02% | Add +32.5% | 9,250 | $433K |
| Dynamic Financial Group | 0.37% | Reduce -5.2% | 9,219 | $432K |
| Waterloo Capital, L.P. | 0.03% | No change | 9,200 | $431K |
| Kelly Financial Services LLC | 0.11% | Add +19.7% | 9,066 | $424K |
| Neuberger Berman Group LLC | 0.00% | Add +25.6% | 9,058 | $424K |
| Ascentis Wealth Management, LLC | 0.10% | Add +12.8% | 8,986 | $421K |
| Cabot Wealth Management Inc. | 0.05% | Reduce -0.8% | 8,819 | $413K |
| Insight Advisors, LLC/ PA | 0.06% | Reduce -7.1% | 8,731 | $409K |
| Baker Tilly Wealth Management, LLC | 0.09% | Add +0.3% | 8,711 | $408K |
| Manhattan West Asset Management, LLC | 0.09% | No change | 8,697 | $407K |
| Marino, Stram & Associates LLC | 0.07% | Add +39.9% | 8,648 | $405K |
| First Heartland Consultants, Inc. | 0.03% | Add +13.3% | 8,596 | $402K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 8,591 | $402K |
| FSM Wealth Advisors, LLC | 0.06% | Add +0.9% | 8,558 | $401K |
| Landmark Wealth Management, LLC | 0.16% | Add +7.5% | 8,528 | $399K |
| Stephens Inc. | 0.01% | Add +20.2% | 8,491 | $397K |
| Trek Financial, LLC | 0.02% | Add +9.3% | 8,446 | $395K |
| Hutchens & Kramer Investment Management Group, LLC | 0.15% | Reduce -3.2% | 8,382 | $392K |
| Spinnaker Investment Group, LLC | 0.07% | New | 8,377 | $392K |
| Regimen Wealth, LLC | 0.12% | Reduce -4.9% | 8,349 | $391K |
| Golden State Wealth Management, LLC | 0.04% | Add +40.9% | 8,321 | $390K |
| Capital Group Private Client Services, Inc. | 0.01% | New | 8,304 | $389K |
| Arkadios Wealth Advisors | 0.01% | Reduce -4.2% | 8,254 | $386K |
| Redmond Asset Management, LLC | 0.09% | Reduce -0.7% | 8,241 | $386K |
| Clarity Capital Advisors, LLC | 0.21% | No change | 8,236 | $386K |
| TFB Advisors LLC | 0.11% | Add +10.8% | 8,285 | $384K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 8,195 | $384K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -74.8% | 2,007 | $382K |
| Paradigm, Strategies in Wealth Management, LLC | 0.24% | No change | 8,143 | $381K |
| Brighton Jones LLC | 0.01% | Reduce -3.4% | 8,131 | $381K |
| Northern Trust Corp. | 0.00% | Add +4.5% | 8,095 | $379K |
| Secure Asset Management, LLC | 0.06% | Reduce -69.0% | 8,000 | $377K |
| E&G Advisors, LLC | 0.09% | Reduce -0.3% | 8,034 | $376K |
| Firestone Capital Management | 0.08% | Add +0.0% | 8,003 | $375K |
| Client 1ST Advisory Group, LLC | 0.12% | No change | 7,898 | $370K |
| Sterling Wealth Management, Inc. | 0.11% | Reduce -2.7% | 7,732 | $362K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +12.3% | 7,698 | $360K |
| Mgo One Seven LLC | 0.01% | Reduce -47.4% | 7,698 | $360K |
| Lantz Financial LLC | 0.08% | No change | 7,639 | $358K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +49.7% | 7,608 | $356K |
| FSA Advisors, Inc. | 0.28% | Add +22.5% | 7,568 | $354K |
| Destiny Capital Corp | 0.19% | No change | 7,445 | $349K |
| Wealth Advisors Northwest LLC | 0.17% | Reduce -1.2% | 7,385 | $346K |
| Traction Financial Partners, LLC | 0.21% | Add +34.5% | 7,373 | $345K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 7,319 | $343K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -3.3% | 7,297 | $342K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 7,100 | $336K |
| Bank of Montreal | 0.00% | Reduce -2.0% | 7,181 | $336K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.5% | 7,157 | $335K |
| Cornerstone Advisors Asset Management, LLC | 0.06% | Reduce -24.1% | 6,981 | $327K |
| Whittier Trust Co. | 0.00% | Add +9.9% | 6,836 | $324K |
| Vestia Personal Wealth Advisors | 0.17% | Reduce -11.6% | 6,898 | $323K |
| FreeGulliver LLC | 0.14% | No change | 6,870 | $322K |
| APS Management Group, Inc. | 0.28% | — | 6,840 | $320K |
| Fortis Capital Advisors, LLC | 0.05% | Reduce -0.8% | 6,753 | $316K |
| German American Bancorp, Inc. | 0.03% | No change | 6,711 | $314K |
| StoneX Group Inc. | 0.01% | Add +8.4% | 6,691 | $313K |
| Financial Guidance Group, Inc. | 0.14% | No change | 6,688 | $313K |
| True North Advisors, LLC | 0.05% | Add +13.2% | 6,647 | $311K |
| Davis Wealth Advisors, LLC | 0.28% | Reduce -0.3% | 6,645 | $311K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -4.8% | 6,671 | $310K |
| KM Capital Management Ltd. | 0.14% | Add +27.0% | 6,612 | $310K |
| Sax Wealth Advisors, LLC | 0.02% | Add +0.5% | 6,588 | $308K |
| Csenge Advisory Group | 0.01% | Reduce -89.0% | 6,575 | $308K |
| High Net Worth Advisory Group LLC | 0.07% | Add +0.0% | 6,524 | $305K |
| SIMA Wealth Partners, LLC | 0.23% | No change | 6,474 | $303K |
| Triad Wealth Partners, LLC | 0.04% | New | 6,301 | $295K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -0.1% | 6,225 | $295K |
| Astoria Strategic Wealth, Inc. | 0.07% | No change | 6,270 | $293K |
| Curi Capital, LLC | 0.01% | No change | 6,198 | $290K |
| KPP Advisory Services LLC | 0.04% | Add +5.6% | 6,099 | $286K |
| Aspect Partners, LLC | 0.13% | No change | 6,074 | $284K |
| Fourpath Capital Management, LLC | 0.04% | Add +6.1% | 6,068 | $284K |
| Thrive Wealth Management, LLC | 0.04% | No change | 6,045 | $283K |
| Capital CS Group, LLC | 0.46% | Add +2.5% | 5,997 | $281K |
| True Vision MN LLC | 0.15% | Add +10.8% | 5,988 | $280K |
| Maripau Wealth Management LLC | 0.14% | New | 5,957 | $279K |
| RCS Financial Planning, LLC | 0.12% | New | 5,837 | $273K |
| Barnes Wealth Management Group, Inc | 0.15% | Add +6.3% | 5,785 | $271K |
| Narus Financial Partners, LLC | 0.07% | Add +2.3% | 5,758 | $270K |
| J2 Capital Management Inc | 0.20% | New | 5,700 | $267K |
| Weitzel Financial Services, Inc. | 0.11% | No change | 5,614 | $260K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.7% | 5,522 | $258K |
| Security Financial Services, INC. | 0.04% | Reduce -23.8% | 5,437 | $255K |
| ORG Partners LLC | 0.05% | Reduce -6.5% | 5,433 | $254K |
| FC Advisory LLC | 0.07% | Add +0.3% | 5,311 | $249K |
| Tilson Financial Group, Inc. | 0.08% | No change | 5,307 | $248K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,302 | $248K |
| Vawter Financial, Ltd. | 0.11% | New | 5,254 | $246K |
| Castleview Partners, LLC | 0.13% | New | 5,204 | $244K |
| Mitchell Capital Management Co. | 0.04% | New | 5,195 | $243K |
| Keybank National Association | 0.00% | New | 5,150 | $241K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 5,100 | $239K |
| IFG Advisors, LLC | 0.04% | Reduce -0.5% | 5,085 | $238K |
| Silverlake Wealth Management LLC | 0.06% | Reduce -11.8% | 5,081 | $238K |
| XTX Topco Ltd | 0.01% | New | 5,077 | $238K |
| JGP Wealth Management, LLC | 0.03% | No change | 4,940 | $233K |
| Vance Wealth, LLC | 0.07% | Reduce -6.8% | 4,954 | $232K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.7% | 4,913 | $230K |
| Founders Financial Alliance, LLC | 0.04% | Add +1.2% | 4,900 | $229K |
| Breakwater Investment Management | 0.08% | No change | 4,883 | $229K |
| Eclectic Associates Inc. | 0.04% | Reduce -7.0% | 4,882 | $229K |
| Hobbs Group Advisors, LLC | 0.07% | No change | 4,880 | $228K |
| Apollon Financial, LLC | 0.04% | New | 4,869 | $228K |
| Paces Ferry Wealth Advisors, LLC | 0.09% | New | 4,851 | $227K |
| Kraft, Davis & Associates, LLC | 0.05% | Reduce -82.4% | 4,721 | $224K |
| One Wealth Capital Management, LLC | 0.10% | New | 4,780 | $224K |
| Oldfather Financial Services, LLC | 0.07% | No change | 4,757 | $223K |
| Kavar Capital Partners Group, LLC | 0.03% | Add +0.0% | 4,732 | $222K |
| Abound Wealth Management | 0.06% | Add +0.1% | 4,728 | $221K |
| Stone Summit Wealth LLC | 0.06% | Reduce -9.4% | 4,719 | $221K |
| Ariadne Wealth Management, LP | 0.10% | No change | 4,653 | $221K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -9.8% | 4,694 | $220K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -0.2% | 4,693 | $220K |
| RMR Wealth Builders | 0.02% | No change | 4,691 | $220K |
| Investments & Financial Planning, LLC | 0.12% | Reduce -6.5% | 4,555 | $213K |
| Burney Co./ | 0.01% | New | 4,531 | $212K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -0.6% | 4,444 | $208K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -10.2% | 4,392 | $206K |
| Naples Global Advisors, LLC | 0.02% | New | 4,358 | $204K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 4,331 | $203K |
| Mutual Advisors, LLC | 0.00% | Reduce -7.2% | 4,236 | $201K |
| Mascagni Wealth Management, Inc. | 0.16% | New | 4,292 | $201K |
| Topsail Wealth Management, LLC | 0.03% | New | 4,125 | $193K |
| Caitlin John, LLC | 0.13% | New | 4,010 | $188K |
| WealthShield Partners, LLC | 0.02% | No change | 3,951 | $185K |
| National Bank of Canada | 0.00% | Add +295.1% | 3,821 | $179K |
| Evolution Wealth Management Inc. | 0.18% | No change | 3,686 | $173K |
| Bogart Wealth, LLC | 0.01% | No change | 3,621 | $169K |
| Running Point Capital Advisors, LLC | 0.04% | No change | 3,577 | $167K |
| Paladin Advisory Group, LLC | 0.13% | Reduce -1.0% | 3,471 | $162K |
| Copia Wealth Management | 0.12% | Reduce -4.3% | 3,464 | $162K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,453 | $162K |
| LRI Investments, LLC | 0.01% | No change | 3,387 | $159K |
| Westfuller Advisors, LLC | 0.07% | New | 3,289 | $154K |
| Guerra Advisors Inc | 0.05% | New | 3,165 | $148K |
| Raffa Wealth Management, LLC | 0.02% | No change | 2,964 | $139K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,768 | $130K |
| Glassman Wealth Services | 0.02% | Add +4.1% | 2,673 | $125K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -4.8% | 2,566 | $120K |
| Rialto Wealth Management, LLC | 0.03% | No change | 2,530 | $118K |
| Root Financial Partners, LLC | 0.01% | New | 2,491 | $117K |
| KERR FINANCIAL PLANNING Corp | 0.16% | — | 2,390 | $113K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 2,397 | $112K |
| Binnacle Investments Inc | 0.06% | No change | 2,206 | $103K |
| MeadowBrook Investment Advisors LLC | 0.09% | No change | 2,124 | $99K |
| Valley National Advisers Inc. | 0.02% | No change | 2,136 | $99K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +20.4% | 1,898 | $89K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 1,837 | $86K |
| Salem Investment Counselors Inc. | 0.00% | Add +60.9% | 1,805 | $84K |
| Rossby Financial, LCC | 0.03% | Reduce -7.4% | 1,772 | $83K |
| Archer Investment Corp | 0.02% | Add +0.3% | 1,729 | $81K |
| Bokf, NA | 0.00% | New | 1,722 | $81K |
| Fifth Third Bancorp | 0.00% | New | 1,691 | $79K |
| Quadrant Capital Group LLC | 0.00% | New | 1,647 | $77K |
| American National Bank & Trust | 0.01% | Reduce -93.2% | 1,526 | $71K |
| Tsfg, LLC | 0.01% | Add +24.1% | 1,464 | $69K |
| MJT & Associates Financial Advisory Group, Inc. | 0.05% | Reduce -86.7% | 1,417 | $66K |
| AlphaCore Capital LLC | 0.00% | Add +604.5% | 1,409 | $66K |
| Legacy Bridge, LLC | 0.03% | New | 1,351 | $63K |
| WFA of San Diego, LLC | 0.04% | Reduce -1.2% | 1,347 | $63K |
| Main Management LLC | 0.00% | Add +11.2% | 1,274 | $60K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -45.5% | 1,281 | $60K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +255.6% | 1,266 | $59K |
| Blue Trust, Inc. | 0.00% | Add +539.1% | 1,227 | $57K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -65.7% | 1,149 | $54K |
| Addison Advisors LLC | 0.01% | No change | 1,145 | $54K |
| Tidemark, LLC | 0.01% | No change | 1,005 | $47K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 986 | $46K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 943 | $44K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 885 | $41K |
| Ballast Advisors LLC | 0.01% | Reduce -18.9% | 869 | $41K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 862 | $40K |
| Sachetta, LLC | 0.01% | No change | 851 | $40K |
| Stone House Investment Management, LLC | 0.01% | New | 847 | $40K |
| Anchor Investment Management, LLC | 0.00% | No change | 800 | $37K |
| Front Row Advisors LLC | 0.01% | Add +147.9% | 771 | $36K |
| Clearstead Trust, LLC | 0.01% | Reduce -46.5% | 762 | $36K |
| WealthCollab, LLC | 0.02% | No change | 748 | $35K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 673 | $32K |
| Rakuten Securities, Inc. | 0.01% | Reduce -79.9% | 640 | $30K |
| First Horizon Corp. | 0.00% | — | 626 | $29K |
| Centennial Bank | 0.01% | No change | 621 | $29K |
| Your Advocates Ltd., LLP | 0.01% | Add +0.2% | 611 | $29K |
| Essential Partners LLC | 0.01% | No change | 608 | $28K |
| Rothschild Investment LLC | 0.00% | No change | 590 | $28K |
| Hantz Financial Services, Inc. | 0.00% | Add +2031.0% | 618 | $27K |
| IMG Wealth Management, Inc. | 0.02% | No change | 561 | $26K |
| Manchester Capital Management LLC | 0.00% | New | 518 | $24K |
| Washington Trust Advisors, Inc. | 0.00% | New | 506 | $24K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $23K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 483 | $23K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 477 | $22K |
| REAP Financial Group, LLC | 0.00% | No change | 472 | $22K |
| Covestor Ltd | 0.01% | Add +18.8% | 468 | $22K |
| CENTRAL TRUST Co | 0.00% | No change | 468 | $22K |
| Evermay Wealth Management LLC | 0.00% | No change | 448 | $21K |
| Ancora Advisors LLC | 0.00% | Add +952.4% | 442 | $21K |
| Maseco LLP | 0.00% | New | 433 | $20K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | Add +28.1% | 429 | $20K |
| FAS Wealth Partners, Inc. | 0.00% | New | 429 | $20K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 415 | $19K |
| Accent Capital Management, LLC | 0.01% | No change | 400 | $19K |
| Longview Financial Advisors LLC | 0.01% | New | 372 | $17K |
| Sage Mountain Advisors LLC | 0.00% | No change | 370 | $17K |
| GGM Financial LLC | 0.01% | New | 304 | $14K |
| Phillips Financial Management, LLC | 0.00% | No change | 299 | $14K |
| Investors Research Corp | 0.00% | Reduce -47.7% | 280 | $13K |
| HM Payson & Co. | 0.00% | No change | 277 | $13K |
| MCF Advisors LLC | 0.00% | New | 276 | $13K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 272 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 259 | $12K |
| WPG Advisers, LLC | 0.01% | Reduce -6.9% | 255 | $12K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 250 | $12K |
| Glenmede Investment Management, LP | 0.00% | No change | 240 | $11K |
| Davis Capital Management | 0.01% | — | 239 | $11K |
| Colonial Trust Co / SC | 0.00% | No change | 238 | $11K |
| Sound Income Strategies, LLC | 0.00% | No change | 236 | $11K |
| Compass Financial Services Inc | 0.00% | No change | 230 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 220 | $10K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -39.0% | 217 | $10K |
| Robinswood Financial LLC | 0.00% | No change | 217 | $10K |
| Franklin Resources Inc. | 0.00% | No change | 200 | $9K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 196 | $9K |
| Fortis Group Advisors, LLC | 0.00% | No change | 195 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | New | 178 | $8K |
| Ameriflex Group, Inc. | 0.00% | Reduce -98.1% | 176 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 174 | $8K |
| Northwest Capital Management Inc | 0.01% | Reduce -77.5% | 170 | $8K |
| Woodside Wealth Management LLC | 0.01% | No change | 167 | $8K |
| Concord Wealth Partners | 0.00% | No change | 156 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 140 | $7K |
| Crewe Advisors LLC | 0.00% | No change | 136 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -71.7% | 134 | $6K |
| Bessemer Group Inc. | 0.00% | No change | 132 | $6K |
| Maryland Capital Advisors Inc. | 0.00% | Add +172.1% | 117 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -98.1% | 112 | $5K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 106 | $5K |
| Godsey & Gibb, Inc. | 0.00% | New | 104 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 98 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 85 | $4K |
| Eastern Bank | 0.00% | No change | 72 | $3K |
| Noble Wealth Management PBC | 0.00% | — | 70 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 59 | $3K |
| Motco | 0.00% | Reduce -50.0% | 64 | $3K |
| Operose Advisors LLC | 0.00% | No change | 63 | $3K |
| Quaker Wealth Management, LLC | 0.00% | No change | 60 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 60 | $3K |
| Strategic Advocates LLC | 0.00% | New | 56 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -55.5% | 53 | $2K |
| Winnacle Wealth LLC | 0.00% | New | 51 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 43 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 42 | $2K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 41 | $2K |
| Dagco, Inc. | 0.00% | Reduce -3.6% | 27 | $1K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 24 | $1K |
| Decker Retirement Planning Inc. | 0.00% | No change | 22 | $1K |
| CVA Family Office, LLC | 0.00% | New | 11 | $515 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 8 | $374 |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -92.9% | 8 | $374 |
| North Ridge Wealth Advisors, Inc. | 0.00% | Reduce -22.2% | 7 | $310 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3 | $141 |
| AllSquare Wealth Management LLC | 0.00% | No change | 3 | $140 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 3 | $120 |
| Dogwood Wealth Management LLC | 0.00% | No change | 1 | $47 |
"% of holder's portfolio" is SPEM's weight in each manager's 13F, not the share of State Street SP PTF Em ETF the manager owns.