State Street SP PTF Em ETFSPEMETF
13F holders, Q4 2025 (December 31)983holders +91
70new positions
36sold out
5famous investors
$46.82avg. 13F price*
At the end of Q4 2025, 983 institutions reported holding State Street SP PTF Em ETF (SPEM) in their 13F filings, up 91 from Q3 2025. 70 opened new positions and 36 sold out. The largest holders were Creative Planning ($1.0B), Financial Engines Advisors L.L.C. ($795.8M) and Charles Schwab Investment Management Inc. ($743.1M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 (Q4 2025)
- CUSIP
- 78463X509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $78.5M |
| Exits | 36 | $68.6M |
All 13F filers, Q3 2025 → Q4 2025: 20,358,799 shares bought and 11,767,907 shares sold, net +8,590,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 983 holders
| Creative Planning | 0.74% | Reduce -1.5% | 22,040,467 | $1.0B |
| Financial Engines Advisors L.L.C. | 1.51% | Reduce -2.1% | 17,000,839 | $795.8M |
| Charles Schwab Investment Management Inc. | 0.12% | Add +20.1% | 15,874,429 | $743.1M |
| LPL Financial LLC | 0.20% | Add +12.7% | 15,587,049 | $729.6M |
| Allworth Financial LP | 1.80% | Add +1.0% | 9,355,461 | $437.9M |
| Morgan Stanley | 0.02% | Add +9.8% | 6,997,855 | $327.6M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -22.6% | 5,374,231 | $251.6M |
| Tiaa Trust, National Association | 0.52% | Reduce -2.3% | 4,598,359 | $215.2M |
| State Street Corp. | 0.01% | Add +23.1% | 4,419,838 | $206.9M |
| Ameriprise Financial Inc. | 0.04% | Reduce -6.8% | 4,130,031 | $193.3M |
| Horizon Investments, LLC | 2.39% | Reduce -3.5% | 4,026,862 | $188.5M |
| Bank of America Corp. | 0.01% | Add +68.0% | 3,866,690 | $181.0M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +0.2% | 3,509,215 | $164.3M |
| 3EDGE Asset Management, LP | 7.90% | Add +0.6% | 3,253,661 | $152.3M |
| Cerity Partners LLC | 0.19% | Add +3.2% | 2,773,927 | $129.8M |
| HighTower Advisors, LLC | 0.13% | Add +51.5% | 2,626,206 | $122.9M |
| Vantagepoint Investment Advisers LLC | 0.99% | Reduce -4.2% | 2,624,918 | $122.9M |
| Cwm, LLC | 0.31% | Add +7.7% | 2,438,252 | $114.1M |
| Focus Partners Wealth | 0.12% | Add +6.3% | 2,209,880 | $103.3M |
| Envestnet Portfolio Solutions, Inc. | 0.36% | Add +2.8% | 2,162,944 | $101.2M |
| Cetera Investment Advisers | 0.10% | Add +9.6% | 1,967,527 | $92.1M |
| Wells Fargo & Company | 0.02% | Add +4.9% | 1,941,686 | $90.9M |
| Raymond James Financial Inc. | 0.03% | Add +20.7% | 1,896,475 | $88.8M |
| UBS Group AG | 0.02% | Add +6.3% | 1,871,281 | $87.6M |
| Mariner, LLC | 0.10% | Add +7.8% | 1,811,376 | $84.8M |
| Betterment LLC | 0.16% | Add +0.3% | 1,766,357 | $82.7M |
| Assetmark, Inc. | 0.14% | Reduce -2.4% | 1,464,105 | $68.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.4% | 1,463,272 | $68.5M |
| Corient Private Wealth LP | 0.08% | Add +16.5% | 1,319,880 | $61.8M |
| Osaic Holdings, Inc. | 0.08% | Reduce -7.5% | 1,226,440 | $57.4M |
| Equitable Holdings, Inc. | 0.39% | Add +12.3% | 1,212,590 | $56.8M |
| Advisory Alpha, LLC | 1.45% | Reduce -2.9% | 1,141,239 | $53.4M |
| Cassaday & Co Wealth Management LLC | 1.12% | Reduce -0.4% | 1,137,274 | $53.2M |
| NorthRock Partners, LLC | 0.89% | Add +1.9% | 1,126,823 | $52.7M |
| Royal Bank of Canada | 0.01% | Reduce -2.7% | 1,068,324 | $50.0M |
| Private Advisor Group, LLC | 0.23% | Add +1.2% | 1,036,113 | $48.5M |
| Stadion Money Management, LLC | 3.87% | Reduce -30.8% | 1,018,624 | $47.7M |
| WCG Wealth Advisors LLC | 1.30% | Add +184.1% | 990,493 | $46.4M |
| BlueStem Wealth Partners, LLC | 5.09% | Reduce -6.2% | 984,839 | $46.1M |
| Advocacy Wealth Management, LLC | 1.90% | Add +30.4% | 970,865 | $45.4M |
| Elm Partners Management LLC | 1.86% | Add +23.5% | 876,410 | $41.0M |
| McNamara Financial Services, Inc. | 7.72% | Add +1.6% | 869,793 | $40.7M |
| Pathstone Holdings, LLC | 0.15% | Add +3.4% | 849,237 | $39.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -2.2% | 792,835 | $38.3M |
| Cutler Investment Counsel LLC | 3.98% | Add +1.6% | 816,599 | $38.2M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +9.3% | 812,952 | $38.1M |
| Citadel Advisors | 0.03% | Add +545.2% | 804,351 | $37.7M |
| JNBA Financial Advisors | 3.29% | Add +1.3% | 803,623 | $37.6M |
| Koss-Olinger Consulting, LLC | 2.91% | Reduce -0.5% | 801,112 | $37.5M |
| Sei Investments Co. | 0.04% | Add +2.7% | 786,674 | $36.8M |
| Savvy Advisors, Inc. | 1.17% | Add +144.5% | 772,689 | $36.2M |
| GeoWealth Management, LLC | 1.26% | Add +2.2% | 730,475 | $34.2M |
| Signature Estate & Investment Advisors LLC | 0.69% | Add +1.5% | 725,847 | $34.0M |
| MML Investors Services, LLC | 0.08% | Add +1.7% | 722,140 | $33.8M |
| AlphaStar Capital Management, LLC | 2.47% | Add +9.7% | 718,633 | $33.6M |
| Great Lakes Advisors, LLC | 0.27% | Add +3.2% | 713,918 | $33.4M |
| Integrated Wealth Concepts LLC | 0.39% | Add +204.7% | 707,366 | $33.1M |
| Global Strategic Investment Solutions, LLC | 3.19% | Add +0.3% | 696,074 | $32.6M |
| Tradewinds Capital Management, LLC | 6.86% | Add +118.1% | 694,989 | $32.5M |
| Axxcess Wealth Management, LLC | 0.58% | Reduce -1.7% | 689,445 | $32.3M |
| Park Avenue Securities LLC | 0.27% | Add +6.0% | 680,408 | $31.9M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -15.2% | 663,516 | $31.1M |
| NewEdge Advisors, LLC | 0.11% | Reduce -14.0% | 658,009 | $30.8M |
| St Germain D J Co. Inc. | 1.19% | Add +0.4% | 655,126 | $30.7M |
| Venturi Wealth Management, LLC | 1.34% | Add +2.4% | 647,119 | $30.3M |
| Cercano Management LLC | 1.14% | Add +1889.5% | 642,100 | $30.1M |
| Capital Asset Advisory Services LLC | 1.20% | Reduce -0.3% | 620,350 | $30.0M |
| Financial Strategies Group, Inc. | 5.26% | Add +1.9% | 601,163 | $29.0M |
| CGN Advisors LLC | 2.19% | Add +2.5% | 591,164 | $27.7M |
| KFG Wealth Management, LLC | 3.52% | Add +8.8% | 562,583 | $26.3M |
| MA Private Wealth | 4.31% | Add +598.0% | 552,484 | $25.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.3% | 533,268 | $25.0M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +7.3% | 527,582 | $24.7M |
| West Wealth Group, LLC | 5.12% | Add +12.1% | 527,337 | $24.7M |
| Valmark Advisers, Inc. | 0.30% | Add +0.4% | 514,023 | $24.1M |
| KWB Wealth | 2.27% | Reduce -43.0% | 511,181 | $23.9M |
| Meeder Advisory Services, Inc. | 1.02% | Reduce -4.2% | 506,890 | $23.7M |
| Impact Partnership Wealth, LLC | 2.95% | Add +7.8% | 491,441 | $23.0M |
| Ballentine Partners, LLC | 0.32% | Add +0.3% | 487,241 | $22.8M |
| Summit Global Investments | 1.35% | Add +43.9% | 486,940 | $22.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +12.5% | 442,540 | $20.7M |
| Knightsbridge Asset Management, LLC | 3.30% | Reduce -0.0% | 434,214 | $20.3M |
| Vicus Capital | 1.51% | Add +38.6% | 431,211 | $20.2M |
| Woodmont Investment Counsel LLC | 1.26% | Add +4.5% | 428,795 | $20.1M |
| Chaney Capital Management, Inc. | 6.89% | Add +0.2% | 426,734 | $20.0M |
| Rockefeller Capital Management L.P. | 0.04% | Add +6.6% | 421,980 | $19.8M |
| Austin Private Wealth, LLC | 1.47% | Add +3.4% | 419,004 | $19.6M |
| Capital Wealth Management, LLC | 6.26% | Reduce -4.5% | 414,297 | $19.4M |
| Capital Advisors Inc. | 0.31% | Reduce -1.5% | 410,851 | $19.2M |
| Allen Capital Group, LLC | 1.77% | Add +0.6% | 410,735 | $19.2M |
| Perigon Wealth Management, LLC | 0.34% | Add +34.9% | 409,339 | $19.2M |
| Midwest Capital Advisors, LLC | 9.15% | Add +33.3% | 407,988 | $19.1M |
| Atlas Capital Advisors Inc. | 1.99% | — | 381,408 | $17.9M |
| Compton Financial Group, LLC | 3.92% | Add +0.5% | 369,922 | $17.3M |
| Landmark Wealth Management, Inc. | 6.46% | Add +2.1% | 365,729 | $17.1M |
| N.E.W. Advisory Services LLC | 1.26% | Add +23.3% | 364,939 | $17.1M |
| Luken Investment Analytics, LLC | 6.70% | Add +0.2% | 362,435 | $17.0M |
| Rodgers & Associates, LTD | 1.71% | Add +0.4% | 361,673 | $16.9M |
| Facet Wealth, Inc. | 0.30% | Reduce -4.2% | 333,060 | $16.8M |
| Fort Point Capital Partners LLC | 2.01% | Add +40.7% | 338,460 | $16.6M |
| Heritage Family Offices, LLP | 7.23% | Reduce -9.3% | 339,952 | $15.9M |
| ONE Advisory Partners, LLC | 4.77% | Add +21.5% | 337,936 | $15.8M |
| Capital Analysts, LLC | 0.43% | Add +3.8% | 334,630 | $15.7M |
| Tortoise Investment Management, LLC | 1.37% | Add +4.0% | 333,685 | $15.6M |
| Flagship Harbor Advisors, LLC | 0.67% | Add +13.5% | 303,211 | $14.2M |
| Vestmark Advisory Solutions, Inc. | 0.19% | Add +96.1% | 300,161 | $14.1M |
| Financial Gravity Asset Management, Inc. | 2.70% | Add +4.5% | 298,897 | $14.0M |
| SigFig Wealth Management, LLC | 0.41% | Reduce -5.4% | 291,685 | $13.7M |
| Merit Financial Group, LLC | 0.11% | Add +89.7% | 291,883 | $13.7M |
| Hobart Private Capital, LLC | 2.66% | Add +28.9% | 290,928 | $13.6M |
| RFG Advisory, LLC | 0.26% | Add +0.1% | 290,233 | $13.6M |
| Global Retirement Partners, LLC | 0.24% | Add +7.9% | 287,316 | $13.4M |
| Forbes J M & Co. LLP | 1.09% | Add +1.8% | 287,113 | $13.4M |
| Aptus Capital Advisors, LLC | 0.11% | Reduce -88.9% | 284,562 | $13.3M |
| Range Advisory, LLC | 3.36% | — | 278,376 | $13.0M |
| Geneos Wealth Management Inc. | 0.31% | Add +6.7% | 273,704 | $12.8M |
| Truefg, LLC | 3.40% | Reduce -1.7% | 271,073 | $12.7M |
| ERn Financial, LLC | 2.38% | Reduce -0.9% | 270,813 | $12.7M |
| Portside Wealth Group, LLC | 1.71% | Add +23.1% | 269,582 | $12.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -88.4% | 268,504 | $12.6M |
| Wrapmanager Inc. | 4.19% | Reduce -9.4% | 264,944 | $12.4M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +6.7% | 263,729 | $12.3M |
| Brio Consultants, LLC | 1.60% | New | 263,455 | $12.3M |
| Sterneck Capital Management, LLC | 5.55% | Reduce -1.4% | 263,368 | $12.3M |
| Peak Financial Management, Inc. | 3.14% | Add +0.3% | 260,011 | $12.2M |
| Daymark Wealth Partners, LLC | 0.38% | Add +19.1% | 255,079 | $11.9M |
| Main Management ETF Advisors, LLC | 0.42% | Add +9.2% | 249,130 | $11.7M |
| EP Wealth Advisors, LLC | 0.06% | — | 245,014 | $11.5M |
| Sentinel Pension Advisors, LLC | 1.75% | New | 244,063 | $11.4M |
| Marathon Strategic Advisors, LLC | 8.61% | Reduce -1.3% | 240,797 | $11.3M |
| HighPoint Advisor Group LLC | 0.25% | New | 240,728 | $11.3M |
| Second Line Capital, LLC | 2.29% | Add +1.3% | 238,354 | $11.2M |
| Kensington Asset Management, LLC | 0.57% | Add +87.6% | 237,569 | $11.1M |
| Cascade Financial Partners, LLC | 1.11% | Add +4.1% | 234,889 | $11.0M |
| Cobblestone Asset Management LLC | 4.87% | Add +25.8% | 231,738 | $10.8M |
| JDM Financial Group LLC | 4.21% | Add +39.8% | 292,134 | $10.8M |
| Leicht Financial Planning & Wealth Management, Inc. | 4.80% | Reduce -4.0% | 229,283 | $10.7M |
| TPG Financial Advisors, LLC | 3.56% | Add +13.2% | 228,093 | $10.7M |
| Aspire Private Capital, LLC | 2.35% | Reduce -2.6% | 225,479 | $10.6M |
| Advyzon Investment Management, LLC | 1.21% | Add +6.1% | 223,337 | $10.5M |
| Citigroup Inc. | 0.01% | Reduce -14.0% | 219,401 | $10.3M |
| Cypress Wealth Services, LLC | 1.42% | Add +36.5% | 218,620 | $10.2M |
| Comerica Bank | 0.04% | Add +5.2% | 218,216 | $10.2M |
| Atlas Private Wealth Advisors | 2.38% | Add +8.9% | 217,702 | $10.2M |
| Waverly Advisors, LLC | 0.08% | Add +21.1% | 217,444 | $10.2M |
| Abound Financial, LLC | 3.93% | Add +9.8% | 216,748 | $10.1M |
| Aquire Wealth Advisors, LLC | 2.61% | Reduce -2.6% | 214,608 | $10.0M |
| Moss Adams Wealth Advisors LLC | 0.73% | Add +1.8% | 213,727 | $10.0M |
| Affiance Financial, LLC | 1.60% | Add +8.4% | 212,549 | $9.9M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -2.0% | 211,226 | $9.9M |
| Revisor Wealth Management LLC | 2.62% | Add +6.1% | 200,160 | $9.8M |
| Great Valley Advisor Group, Inc. | 0.19% | Add +2.4% | 206,937 | $9.7M |
| Brookstone Capital Management | 0.11% | Reduce -5.2% | 204,989 | $9.6M |
| Grey Fox Wealth Advisors, LLC | 1.96% | Add +4.1% | 204,859 | $9.6M |
| BlackRock, Inc. | 0.00% | Add +106.2% | 199,756 | $9.4M |
| Harbour Investments, Inc. | 0.19% | Add +5.3% | 197,863 | $9.3M |
| Integrity Alliance, Llc. | 0.34% | Add +35.5% | 197,454 | $9.2M |
| Valtinson Bruner Financial Planning LLC | 2.62% | Add +1.9% | 194,840 | $9.1M |
| Avior Wealth Management, LLC | 0.28% | Add +0.2% | 189,796 | $8.9M |
| Integrated Investment Consultants, LLC | 1.74% | Add +1.8% | 189,201 | $8.9M |
| Arax Advisory Partners | 0.25% | New | 185,754 | $8.7M |
| Securian Asset Management, Inc. | 0.31% | Add +11.3% | 177,360 | $8.3M |
| Millington Financial Advisors, LLC | 3.64% | Reduce -1.2% | 164,710 | $8.2M |
| Values Added Financial LLC | 3.46% | Add +2.0% | 174,899 | $8.2M |
| Capital Investment Management, Inc. | 2.86% | — | 174,788 | $8.2M |
| Melone Private Wealth, LLC | 3.45% | Add +18.4% | 173,924 | $8.1M |
| Signal Advisors Wealth, LLC | 0.64% | Add +1.1% | 173,125 | $8.1M |
| Opes Wealth Management LLC | 1.37% | Add +1.6% | 172,028 | $8.1M |
| Brighton Securities Corp. | 3.96% | Add +4.5% | 171,276 | $8.0M |
| Fiduciary Alliance LLC | 0.52% | Add +11.2% | 168,264 | $7.9M |
| Clearstead Advisors, LLC | 0.09% | Reduce -0.5% | 160,460 | $7.5M |
| Detalus Advisors, LLC | 1.82% | Add +68.4% | 159,487 | $7.5M |
| Windsor Capital Management, LLC | 2.19% | Reduce -1.4% | 159,402 | $7.5M |
| David Kennon Inc | 2.57% | Reduce -2.1% | 154,536 | $7.2M |
| VestGen Advisors, LLC | 0.31% | Reduce -49.7% | 153,742 | $7.2M |
| Fonville Wealth Management LLC | 1.47% | Add +5.5% | 153,072 | $7.2M |
| Financial Insights, Inc. | 2.38% | Reduce -0.1% | 151,969 | $7.1M |
| Trilogy Capital Inc. | 0.32% | Reduce -1.8% | 151,435 | $7.1M |
| Alliance Wealth Advisors, LLC | 1.53% | Reduce -12.3% | 151,199 | $7.1M |
| Signet Financial Management, LLC | 0.79% | Reduce -2.5% | 150,584 | $7.0M |
| ProVise Management Group, LLC | 0.50% | Add +2.2% | 150,020 | $7.0M |
| WealthTrak Capital Management LLC | 4.92% | Add +1.1% | 146,845 | $6.9M |
| Ehrlich Financial Group | 3.90% | Add +34.7% | 146,367 | $6.9M |
| Wealth Alliance Advisory Group, LLC | 1.17% | Add +0.5% | 145,433 | $6.8M |
| Brooklyn FI, LLC | 1.44% | Add +19.9% | 144,230 | $6.8M |
| Optimist Retirement Group LLC | 3.09% | Add +0.2% | 144,062 | $6.7M |
| Uptown Financial Advisors LLC | 5.71% | Add +1.4% | 143,200 | $6.7M |
| Victory Financial Group, LLC | 0.84% | Add +24.0% | 143,193 | $6.7M |
| Moneco Advisors, LLC | 0.52% | Add +27.9% | 138,662 | $6.5M |
| Arete Wealth Advisors, LLC | 0.45% | Add +8.3% | 137,667 | $6.4M |
| CX Institutional | 0.19% | Reduce -2.3% | 137,637 | $6.4M |
| Savant Capital, LLC | 0.04% | Reduce -1.1% | 137,274 | $6.4M |
| Creative Financial Designs Inc. | 0.40% | Reduce -3.0% | 135,347 | $6.3M |
| Founders Financial Securities LLC | 0.37% | Reduce -2.4% | 134,879 | $6.3M |
| Pure Financial Advisors, LLC | 0.09% | Reduce -0.5% | 131,739 | $6.2M |
| IFP Advisors, Inc | 0.13% | Add +19.3% | 128,089 | $6.0M |
| IHT Wealth Management, LLC | 0.15% | Reduce -5.3% | 127,690 | $6.0M |
| Palatine Hill Wealth Management, LLC | 4.81% | — | 127,490 | $6.0M |
| Mason & Associates, LLC | 1.35% | Reduce -2.3% | 127,249 | $6.0M |
| Capital Financial Group Inc\co\ | 3.31% | — | 126,650 | $5.9M |
| Delta Wealth Advisors LLC | 4.89% | Add +3.5% | 124,787 | $5.8M |
| Rinkey Investments | 1.48% | Reduce -2.9% | 124,303 | $5.8M |
| Vision Capital Management, Inc. | 0.70% | Reduce -1.5% | 123,981 | $5.8M |
| Mascoma Wealth Management LLC | 1.23% | Add +2.6% | 123,020 | $5.8M |
| Wolff Financial Management LLC | 1.27% | Add +3.2% | 120,839 | $5.7M |
| AQR Capital Management | 0.00% | Add +28.2% | 120,537 | $5.6M |
| Red Wave Investments LLC | 1.66% | Reduce -1.4% | 118,941 | $5.6M |
| Probity Advisors, Inc. | 0.89% | Add +2.2% | 118,286 | $5.5M |
| Walsh & Associates, LLC | 5.39% | — | 116,789 | $5.5M |
| Raleigh Capital Management Inc. | 1.98% | Add +3.8% | 116,714 | $5.5M |
| Alliancebernstein L.P. | 0.00% | New | 115,423 | $5.4M |
| Gibbs Wealth Management | 1.31% | Reduce -2.2% | 112,039 | $5.4M |
| Towercrest Capital Management | 0.85% | Reduce -5.0% | 114,589 | $5.4M |
| Wrenne Financial Planning LLC | 2.16% | Reduce -0.4% | 113,553 | $5.3M |
| Summit Financial, LLC | 0.08% | Add +4.5% | 113,136 | $5.3M |
| Vise Technologies, Inc. | 0.10% | Add +92.1% | 112,510 | $5.3M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -9.5% | 111,093 | $5.2M |
| Boltwood Capital Management | 1.35% | Reduce -0.1% | 110,800 | $5.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.5% | 110,236 | $5.2M |
| Pinnacle Wealth Planning Services, Inc. | 0.53% | Add +7.3% | 108,905 | $5.1M |
| Advisory Services Network, LLC | 0.07% | Add +375.4% | 108,890 | $5.1M |
| Integrated Capital Management, LLC | 2.18% | Add +4.1% | 108,447 | $5.1M |
| Phoenix Wealth Advisors | 1.94% | Add +0.8% | 107,988 | $5.1M |
| Riversedge Advisors, LLC | 0.82% | Reduce -1.5% | 107,591 | $5.0M |
| AE Wealth Management LLC | 0.03% | Add +7.3% | 107,447 | $5.0M |
| CreativeOne Wealth, LLC | 0.12% | Add +2.9% | 105,215 | $4.9M |
| &partners | 0.03% | Add +284.7% | 103,526 | $4.8M |
| Financial Enhancement Group LLC | 0.63% | Reduce -0.0% | 98,886 | $4.8M |
| WBH Advisory Inc. | 0.35% | Add +10.9% | 102,031 | $4.8M |
| Simplicity Wealth,LLC | 0.28% | Add +18.9% | 101,325 | $4.7M |
| Financial Planning Fort Collins, LLC | 4.15% | — | 101,048 | $4.7M |
| Proffitt & Goodson Inc. | 0.66% | Reduce -5.7% | 100,387 | $4.7M |
| Midwest Financial Network, LLC | 3.56% | Add +43.5% | 98,447 | $4.6M |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 98,361 | $4.6M |
| Ade, LLC | 2.22% | Reduce -0.1% | 98,133 | $4.6M |
| FMR LLC | 0.00% | Add +19.7% | 97,705 | $4.6M |
| Exencial Wealth Advisors, LLC | 0.14% | Add +1.7% | 97,338 | $4.6M |
| Certior Financial Group, LLC | 3.09% | Add +16.5% | 96,772 | $4.5M |
| Truist Financial Corp. | 0.01% | Add +0.2% | 96,737 | $4.5M |
| Richmond Investment Services, LLC | 0.77% | Add +15.1% | 95,678 | $4.5M |
| Independent Advisor Alliance | 0.11% | Add +22.7% | 94,752 | $4.4M |
| Collier Financial | 3.32% | Reduce -7.1% | 94,435 | $4.4M |
| Key Financial Inc | 0.80% | Reduce -0.3% | 94,015 | $4.4M |
| Kingswood Wealth Advisors, LLC | 0.21% | Add +8.7% | 93,854 | $4.4M |
| Great Point Wealth Advisors, LLC | 0.79% | Reduce -0.2% | 92,674 | $4.3M |
| AlphaCore Capital LLC | 0.10% | Add +6460.9% | 92,443 | $4.3M |
| Vista Investment Management | 1.42% | Add +6.5% | 91,578 | $4.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -5.7% | 91,275 | $4.3M |
| Churchill Financial Advisors, LLC | 1.30% | — | 90,945 | $4.3M |
| Optas, LLC | 0.66% | Reduce -12.0% | 90,604 | $4.2M |
| Cape Cod Five Cents Savings Bank | 0.39% | No change | 102,363 | $4.2M |
| Debussy Capital Management LP | 0.57% | Add +28.0% | 89,933 | $4.2M |
| Alliance Wealth Management Group | 0.92% | Reduce -6.2% | 89,551 | $4.2M |
| R. W. Roge & Company, Inc. | 2.05% | Reduce -3.0% | 88,547 | $4.1M |
| Financial Management, Inc. | 3.89% | — | 87,573 | $4.1M |
| Belpointe Asset Management LLC | 0.15% | Add +67.3% | 87,006 | $4.1M |
| Harbor Advisory Corp. | 1.22% | Reduce -2.9% | 86,327 | $4.0M |
| Seeds Investor LLC | 0.77% | Add +32.1% | 86,326 | $4.0M |
| Stonehaven Wealth & Tax Solutions, LLC | 3.62% | Reduce -3.6% | 86,033 | $4.0M |
| Asset Dedication, LLC | 0.26% | Reduce -1.0% | 85,994 | $4.0M |
| Single Point Partners, LLC | 0.79% | Reduce -0.1% | 85,569 | $4.0M |
| Schwallier Wealth Management LLC | 2.55% | Reduce -5.7% | 81,265 | $4.0M |
| Leslie Global Wealth, LLC | 1.79% | Reduce -0.5% | 85,216 | $4.0M |
| YHB Investment Advisors, Inc. | 0.27% | Add +16.2% | 84,996 | $4.0M |
| Turning Point Benefit Group, Inc. | 2.07% | Reduce -2.6% | 84,540 | $4.0M |
| Ervin Investment Management, LLC | 2.22% | Add +4.3% | 84,538 | $4.0M |
| Blair William & Co. | 0.01% | Add +5.5% | 84,455 | $4.0M |
| Vertex Planning Partners, LLC | 0.91% | Add +0.5% | 83,507 | $3.9M |
| Continuum Advisory, LLC | 0.39% | Reduce -9.8% | 82,663 | $3.9M |
| Intrust Bank NA | 0.32% | Add +3.0% | 82,401 | $3.9M |
| Tranquilli Financial Advisor LLC | 2.23% | Reduce -0.5% | 82,146 | $3.8M |
| SOA Wealth Advisors, LLC. | 0.62% | Add +5.1% | 80,387 | $3.8M |
| Cornerstone Wealth Management, LLC | 0.19% | Add +10.7% | 79,056 | $3.7M |
| Gateway Wealth Partners, LLC | 0.41% | Add +141.4% | 78,930 | $3.7M |
| Horizon Financial Services, LLC | 1.67% | Add +0.4% | 78,552 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +10.9% | 78,410 | $3.7M |
| Blueprint Investment Partners LLC | 0.39% | Add +68.4% | 78,182 | $3.7M |
| Shum Financial Group, Inc. | 2.61% | Add +5.2% | 77,276 | $3.6M |
| TBH Global Asset Management, LLC | 0.60% | New | 81,095 | $3.6M |
| Kera Capital Partners, Inc. | 0.44% | Add +8.6% | 72,879 | $3.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Reduce -1.3% | 76,367 | $3.6M |
| Integrity Wealth Solutions LLC | 1.41% | Reduce -0.4% | 76,270 | $3.6M |
| Sharkey, Howes & Javer | 0.45% | Reduce -14.9% | 75,640 | $3.5M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +8.6% | 75,201 | $3.5M |
| Winch Advisory Services, LLC | 0.76% | Add +3.9% | 73,756 | $3.5M |
| Boston Standard Wealth Management, LLC | 0.57% | Add +0.1% | 73,428 | $3.4M |
| Simon Quick Advisors, LLC | 0.15% | Reduce -7.2% | 72,750 | $3.4M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -4.7% | 72,642 | $3.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -21.8% | 72,117 | $3.4M |
| Legacy Solutions, LLC | 2.95% | Add +0.8% | 71,794 | $3.4M |
| Axos Invest Inc. | 2.40% | Add +122.0% | 69,744 | $3.3M |
| BIP Wealth, LLC | 0.12% | Reduce -4.5% | 69,577 | $3.3M |
| Colton Groome Financial Advisors, LLC | 0.93% | Reduce -1.6% | 69,243 | $3.2M |
| Tobias Financial Advisors, Inc. | 0.46% | Add +2.3% | 68,927 | $3.2M |
| Partners in Financial Planning | 0.54% | Reduce -0.5% | 68,367 | $3.2M |
| Snowden Capital Advisors LLC | 0.08% | Add +6.5% | 67,992 | $3.2M |
| Balefire, LLC | 0.62% | Add +5.3% | 67,935 | $3.2M |
| Ironwood Wealth Management, LLC. | 0.93% | Reduce -0.9% | 67,903 | $3.2M |
| Parallel Advisors, LLC | 0.06% | Reduce -2.0% | 67,753 | $3.2M |
| OLIO Financial Planning | 0.89% | Add +6.3% | 67,587 | $3.2M |
| Western Wealth Management, LLC | 0.14% | Add +1.7% | 67,067 | $3.1M |
| Jim Saulnier & Associates, LLC | 1.60% | Reduce -4.2% | 65,819 | $3.1M |
| Quantinno Capital Management LP | 0.01% | Add +85.7% | 63,598 | $3.0M |
| North Star Asset Management Inc. | 0.12% | Reduce -2.7% | 63,015 | $2.9M |
| BayBridge Capital Group, LLC | 1.80% | Reduce -2.3% | 62,040 | $2.9M |
| Drucker Wealth 3.0, LLC | 0.51% | Add +14.5% | 61,943 | $2.9M |
| Independent Financial Group, LLC | 0.06% | Reduce -42.0% | 61,910 | $2.9M |
| Richardson Financial Services Inc. | 0.93% | Reduce -4.2% | 61,776 | $2.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +44.4% | 61,362 | $2.9M |
| Walkner Condon Financial Advisors LLC | 0.40% | Add +3.2% | 61,536 | $2.9M |
| Archer Investment Management, LLC | 1.55% | New | 61,442 | $2.9M |
| Foundations Investment Advisors, LLC | 0.04% | Add +23.4% | 61,373 | $2.9M |
| Choreo, LLC | 0.04% | Reduce -9.5% | 61,144 | $2.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.49% | Add +3.1% | 59,940 | $2.8M |
| Xena Financial Planning, LLC | 3.29% | — | 59,861 | $2.8M |
| Partnership Wealth Management, LLC | 2.00% | Add +3.3% | 59,275 | $2.8M |
| Echo Wealth Management, LLC | 1.62% | Reduce -4.2% | 59,221 | $2.8M |
| CSM Advisors, LLC | 0.07% | Add +6.3% | 58,716 | $2.7M |
| Legacy Wealth Partners, LLC | 0.71% | — | 58,249 | $2.7M |
| Planwiser Financial, LLC | 2.03% | Reduce -24.7% | 55,617 | $2.7M |
| Livet Wealth, LLC | 1.67% | — | 57,830 | $2.7M |
| Blue Barn Wealth, LLC | 3.93% | Reduce -45.7% | 57,638 | $2.7M |
| FSB Premier Wealth Management, Inc. | 0.85% | Reduce -0.2% | 57,362 | $2.7M |
| Oppenheimer & Co. Inc. | 0.04% | Add +6.4% | 56,933 | $2.7M |
| Higgins & Schmidt Wealth Strategies LLC | 1.24% | Reduce -0.4% | 56,091 | $2.6M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -18.0% | 56,048 | $2.6M |
| Resonant Capital Advisors, LLC | 0.14% | Add +0.4% | 55,946 | $2.6M |
| Matauro, LLC | 0.39% | Add +212.4% | 55,883 | $2.6M |
| Quent Capital, LLC | 0.19% | Add +1.3% | 55,849 | $2.6M |
| McAdam, LLC | 0.12% | Add +6.5% | 55,811 | $2.6M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -4.7% | 55,801 | $2.6M |
| Callan Family Office, LLC | 0.06% | New | 55,001 | $2.6M |
| Occidental Asset Management, LLC | 0.31% | Reduce -2.7% | 54,946 | $2.6M |
| Novus Advisors, LLC | 5.70% | Reduce -2.7% | 54,510 | $2.6M |
| McKinley Carter Wealth Services, Inc. | 0.14% | Reduce -23.8% | 54,382 | $2.5M |
| World Investment Advisors | 0.04% | Add +61.1% | 54,192 | $2.5M |
| Diversify Advisory Services, LLC | 0.08% | Add +6.5% | 51,576 | $2.5M |
| Global Financial Private Client, LLC | 0.87% | Add +4.1% | 53,277 | $2.5M |
| Wallace Advisory Group, LLC | 2.61% | Reduce -5.9% | 53,199 | $2.5M |
| HBW Advisory Services LLC | 0.27% | Reduce -5.3% | 52,913 | $2.5M |
| Forefront Wealth Partners, LLC | 1.16% | Add +28.8% | 52,564 | $2.5M |
| Diligent Investors, LLC | 0.60% | Reduce -2.2% | 52,353 | $2.5M |
| Salomon & Ludwin, LLC | 0.22% | Add +7.0% | 50,801 | $2.4M |
| Tyche Wealth Partners LLC | 0.39% | Add +66.2% | 52,095 | $2.4M |
| Rainier Family Wealth Inc. | 1.84% | Add +20.3% | 52,085 | $2.4M |
| Lido Advisors, LLC | 0.01% | Add +2.4% | 51,531 | $2.4M |
| RTD Financial Advisors, Inc. | 0.29% | Reduce -0.2% | 51,498 | $2.4M |
| PAX Financial Group, LLC | 0.41% | Reduce -10.1% | 51,146 | $2.4M |
| FF Advisors,LLC | 1.06% | Add +47.0% | 50,991 | $2.4M |
| M&T Bank Corp | 0.01% | Reduce -1.0% | 50,508 | $2.4M |
| ORBA Wealth Advisors, L.L.C. | 2.04% | Reduce -13.1% | 50,267 | $2.4M |
| Bank of Nova Scotia | 0.00% | New | 50,125 | $2.3M |
| Acorn Financial Advisory Services Inc. | 0.34% | Reduce -5.1% | 49,428 | $2.3M |
| Norden Group LLC | 0.23% | Reduce -0.1% | 49,171 | $2.3M |
| Meitav Investment House Ltd. | 0.03% | Reduce -4.7% | 49,102 | $2.3M |
| Lifestyle Asset Management, Inc. | 0.74% | Add +27.6% | 48,334 | $2.3M |
| Ieq Capital, LLC | 0.01% | Reduce -21.1% | 48,302 | $2.3M |
| Advisory Resource Group | 0.39% | Add +4.8% | 47,573 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +5.7% | 47,568 | $2.2M |
| Modera Wealth Management, LLC | 0.03% | Reduce -0.1% | 47,565 | $2.2M |
| Peterson Wealth Advisors, LLC | 0.30% | Reduce -29.3% | 47,435 | $2.2M |
| Hirtle & Co., LLC | 0.09% | Add +3.7% | 47,285 | $2.2M |
| Huntington National Bank | 0.02% | Add +74.3% | 46,950 | $2.2M |
| Lowe Brockenbrough & Co. Inc. | 0.11% | No change | 45,949 | $2.2M |
| Fifth Third Securities, Inc. | 0.14% | Add +0.4% | 45,084 | $2.1M |
| IAG Wealth Partners, LLC | 0.24% | Add +3.2% | 45,064 | $2.1M |
| Kohmann Bosshard Financial Services, LLC | 0.19% | Reduce -2.4% | 43,737 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +46.1% | 43,484 | $2.0M |
| Cadent Capital Advisors, LLC | 0.54% | Add +0.6% | 43,377 | $2.0M |
| AdvisorNet Financial, Inc | 0.11% | Reduce -0.4% | 43,263 | $2.0M |
| Zinnia Wealth Advisory, LLC | 2.19% | — | 43,217 | $2.0M |
| CFS Investment Advisory Services, LLC | 0.15% | Reduce -0.2% | 42,962 | $2.0M |
| Compound Planning, Inc. | 0.06% | Add +1.9% | 42,939 | $2.0M |
| Squarepoint Ops LLC | 0.00% | Add +351.9% | 42,732 | $2.0M |
| Vested Financial Planning, LLC | 1.54% | Add +6.6% | 42,674 | $2.0M |
| Blueprint Financial Advisors LLC | 0.30% | Add +124.1% | 42,641 | $2.0M |
| Advisor OS, LLC | 0.16% | Add +102.8% | 42,103 | $2.0M |
| Fidelis Capital Partners, LLC | 0.14% | No change | 42,054 | $2.0M |
| Smith, Moore & Co. | 0.15% | No change | 41,427 | $1.9M |
| BankPlus Wealth Management LLC | 1.07% | Add +12.7% | 41,405 | $1.9M |
| Global Endowment Management, LP | 0.24% | Reduce -2.1% | 41,231 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +41.0% | 41,190 | $1.9M |
| Maia Wealth LLC | 0.33% | Add +0.5% | 38,263 | $1.9M |
| Birch Financial Group, LLC | 1.09% | Add +4.1% | 40,917 | $1.9M |
| Larson Financial Group LLC | 0.06% | Reduce -6.6% | 40,629 | $1.9M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.14% | Add +2.6% | 40,426 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +1.6% | 40,308 | $1.9M |
| Onyx Bridge Wealth Group LLC | 0.20% | Reduce -65.4% | 40,167 | $1.9M |
| Topel & Distasi Wealth Management, LLC | 0.91% | Reduce -4.0% | 39,984 | $1.9M |
| Ascent Group, LLC | 0.06% | Reduce -4.7% | 39,886 | $1.9M |
| International Private Wealth Advisors LLC | 1.17% | Add +4.8% | 39,544 | $1.9M |
| Fortitude Financial, LLC | 1.56% | New | 39,275 | $1.8M |
| Strategic Financial Planning, Inc. | 1.04% | Reduce -0.9% | 39,233 | $1.8M |
| Matrix Trust Co | 0.30% | Add +3.7% | 38,952 | $1.8M |
| Insigneo Advisory Services, LLC | 0.13% | Add +24.1% | 38,597 | $1.8M |
| Lanark Financial, Inc. | 0.14% | Add +15.4% | 38,530 | $1.8M |
| TD Private Client Wealth LLC | 0.04% | Reduce -5.4% | 38,338 | $1.8M |
| Hofer & Associates. Inc | 0.95% | Add +4.4% | 38,116 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +39.9% | 37,922 | $1.8M |
| Brown Financial Advisory | 0.89% | No change | 37,742 | $1.8M |
| Sherman Wealth Management LLC | 1.52% | — | 37,475 | $1.8M |
| TAGStone Capital, Inc. | 0.65% | Add +1.5% | 37,462 | $1.8M |
| Integrity Advisory Solutions, LLC | 0.25% | Add +22.8% | 37,287 | $1.7M |
| WESCAP Management Group, Inc. | 0.35% | Reduce -1.7% | 37,001 | $1.7M |
| Stonehearth Capital Management, LLC | 0.64% | Reduce -0.3% | 36,922 | $1.7M |
| Koshinski Asset Management, Inc. | 0.11% | Reduce -12.4% | 36,910 | $1.7M |
| Financial Network Wealth Advisors LLC | 1.79% | Add +14.7% | 36,790 | $1.7M |
| NavPoint Financial, Inc. | 0.73% | Add +1.3% | 36,618 | $1.7M |
| Brookwood Investment Group LLC | 0.21% | Add +13.7% | 36,572 | $1.7M |
| Lockerman Financial Group, Inc. | 3.28% | Add +2.6% | 36,473 | $1.7M |
| MAI Capital Management | 0.01% | Reduce -0.9% | 36,337 | $1.7M |
| Trivant Custom Portfolio Group, LLC | 0.98% | Reduce -0.3% | 36,337 | $1.7M |
| Runnymede Capital Advisors, Inc. | 0.98% | New | 36,337 | $1.7M |
| Novem Group | 0.20% | Add +2.5% | 36,034 | $1.7M |
| Tempus Wealth Planning, LLC | 0.39% | Add +3.0% | 35,981 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +9.0% | 35,641 | $1.7M |
| TRUE Private Wealth Advisors | 0.16% | Add +18.1% | 34,998 | $1.6M |
| Fortitude Family Office, LLC | 0.38% | Reduce -4.4% | 34,864 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.6% | 34,402 | $1.6M |
| Cambridge Financial Group, LLC | 0.56% | Add +6.2% | 41,832 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +14.0% | 33,913 | $1.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Add +2.7% | 33,838 | $1.6M |
| Maridea Wealth Management LLC | 0.24% | Add +3.4% | 33,660 | $1.6M |
| Bank of Montreal | 0.00% | Add +364.1% | 33,329 | $1.6M |
| GK Wealth Management LLC | 1.14% | Add +30.5% | 33,254 | $1.6M |
| Apella Capital, LLC | 0.03% | Add +78.8% | 33,110 | $1.5M |
| Smartleaf Asset Management LLC | 0.06% | Add +2.9% | 32,994 | $1.5M |
| Principal Securities, Inc. | 0.02% | Add +168.9% | 32,662 | $1.5M |
| Beacon Bridge Wealth Partners, LLC | 0.51% | Add +3.5% | 32,543 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.6% | 32,255 | $1.5M |
| Wealth Advisors of Iowa, LLC | 0.49% | Add +0.2% | 31,849 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -21.1% | 31,691 | $1.5M |
| Mosaic Family Wealth Partners, LLC | 0.16% | New | 31,640 | $1.5M |
| McNaughton Wealth Management, LLC | 0.61% | Add +5.2% | 31,555 | $1.5M |
| Composition Wealth, LLC | 0.02% | Reduce -2.4% | 31,422 | $1.5M |
| Defined Wealth Management, LLC | 0.85% | Reduce -0.3% | 31,343 | $1.5M |
| May Hill Capital, LLC | 0.39% | Reduce -1.2% | 31,132 | $1.5M |
| SCS Capital Management LLC | 0.02% | Add +0.0% | 31,086 | $1.5M |
| Stephens Inc. | 0.02% | Add +261.9% | 30,730 | $1.4M |
| Gotham Asset Management | 0.01% | No change | 30,705 | $1.4M |
| Alpha Advisors, LLC | 1.11% | Reduce -3.6% | 30,644 | $1.4M |
| SYM FINANCIAL Corp | 0.15% | Add +42.2% | 30,245 | $1.4M |
| IRON Financial LLC | 0.65% | Reduce -2.4% | 30,217 | $1.4M |
| Lifeworks Advisors, LLC | 0.18% | Reduce -0.3% | 30,198 | $1.4M |
| Outlook Wealth Advisors, LLC | 0.32% | Reduce -2.3% | 30,069 | $1.4M |
| WLTH Capital Management, LLC | 1.07% | — | 27,636 | $1.4M |
| JFS Wealth Advisors, LLC | 0.08% | Reduce -2.0% | 29,542 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +9.6% | 35,620 | $1.4M |
| Rosenberg Matthew Hamilton | 0.28% | Reduce -0.3% | 28,768 | $1.3M |
| Kagan Cocozza Asset Management | 0.96% | Reduce -6.5% | 28,734 | $1.3M |
| American Financial & Tax Strategies Inc. | 0.66% | Reduce -1.4% | 28,392 | $1.3M |
| Hilltop Holdings Inc. | 0.08% | Reduce -4.9% | 28,251 | $1.3M |
| Theory Financial LLC | 0.44% | New | 26,595 | $1.3M |
| Comprehensive Money Management Services LLC | 0.90% | Reduce -1.5% | 27,999 | $1.3M |
| Bison Wealth, LLC | 0.15% | Reduce -33.9% | 28,649 | $1.3M |
| Rovin Capital /Ut/ | 0.34% | Add +5.9% | 27,676 | $1.3M |
| Calton & Associates, Inc. | 0.19% | Add +1.9% | 27,441 | $1.3M |
| Bond & Devick Financial Network, Inc. | 0.36% | No change | 27,264 | $1.3M |
| Worth Financial Advisory Group, LLC | 0.61% | Add +0.4% | 26,845 | $1.3M |
| Wedmont Private Capital | 0.04% | Add +28.2% | 26,068 | $1.3M |
| Magnolia Capital Advisors LLC | 0.26% | Add +4.7% | 26,724 | $1.3M |
| Frisch Financial Group, Inc. | 0.28% | Add +0.1% | 26,681 | $1.2M |
| Clear Creek Financial Management, LLC | 0.10% | Reduce -23.3% | 26,456 | $1.2M |
| Wealthspire Retirement, LLC | 0.07% | Add +7.0% | 26,271 | $1.2M |
| Certified Advisory Corp | 0.11% | Reduce -0.5% | 26,179 | $1.2M |
| Forthright Family Wealth Advisory LLC | 0.77% | Reduce -1.4% | 26,125 | $1.2M |
| G&S Capital LLC | 0.43% | Add +3.1% | 25,842 | $1.2M |
| Fullerton Advisors, LLC | 1.19% | — | 25,500 | $1.2M |
| Arq Wealth Advisors, LLC | 0.32% | Reduce -51.0% | 25,497 | $1.2M |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -1.3% | 25,435 | $1.2M |
| Spire Wealth Management | 0.04% | Add +93.3% | 25,348 | $1.2M |
| Collaborative Wealth Managment Inc. | 0.41% | Reduce -1.5% | 24,957 | $1.2M |
| ShoreHaven Wealth Partners, LLC | 0.42% | Add +3.6% | 24,832 | $1.2M |
| United Asset Strategies, Inc. | 0.09% | Add +20.8% | 24,591 | $1.2M |
| Selby Wealth Management, LLC | 0.46% | — | 24,585 | $1.2M |
| Spartan Planning & Wealth Management | 0.85% | Add +19.3% | 24,561 | $1.1M |
| Balboa Wealth Partners | 0.19% | Reduce -1.6% | 24,505 | $1.1M |
| Hassell Wealth Management, LLC | 0.38% | Add +2.6% | 23,296 | $1.1M |
| Diversified Enterprises, LLC | 0.07% | Add +5.5% | 24,196 | $1.1M |
| Formidable Asset Management, LLC | 0.17% | Add +47.6% | 24,194 | $1.1M |
| Montz Harcus Wealth Management LLC | 0.45% | Add +4.4% | 23,897 | $1.1M |
| Rockbridge Investment Management, LCC | 0.10% | Reduce -1.0% | 23,880 | $1.1M |
| Range Financial Group LLC | 0.39% | Add +6.6% | 23,844 | $1.1M |
| Upper Left Wealth Management, LLC | 0.67% | Reduce -0.6% | 23,372 | $1.1M |
| Money Concepts Capital Corp. | 0.06% | Add +5.8% | 22,975 | $1.1M |
| Liberty One Investment Management, LLC | 0.14% | Reduce -21.7% | 22,855 | $1.1M |
| Watershed Private Wealth LLC | 0.32% | Reduce -0.1% | 22,780 | $1.1M |
| Leavell Investment Management, Inc. | 0.04% | No change | 22,557 | $1.1M |
| Alaska Wealth Advisors, LLC | 0.13% | No change | 22,547 | $1.1M |
| City State Bank | 0.29% | Add +5.6% | 22,499 | $1.1M |
| Hurley Capital, LLC | 0.59% | Add +10.6% | 22,465 | $1.1M |
| Towne Trust Company, N.A | 0.33% | Add +57.3% | 22,452 | $1.1M |
| Apeiron RIA LLC | 0.21% | Reduce -2.2% | 21,263 | $1.1M |
| Battery Global Advisors, LLC | 0.48% | No change | 22,356 | $1.0M |
| Plan A Wealth LLC | 0.51% | Reduce -22.4% | 22,301 | $1.0M |
| Triumph Capital Management | 0.23% | Add +0.7% | 22,293 | $1.0M |
| Yukon Wealth Management, Inc. | 0.60% | Add +40.1% | 21,186 | $1.0M |
| Penobscot Wealth Management | 0.32% | Add +8.9% | 22,067 | $1.0M |
| Ritholtz Wealth Management | 0.02% | Add +12.2% | 21,743 | $1.0M |
| Valued Wealth Advisors LLC | 0.45% | Reduce -2.1% | 21,650 | $1.0M |
| Iams Wealth Management, LLC | 0.37% | Reduce -12.7% | 21,623 | $1.0M |
| Vericrest Private Wealth | 0.90% | — | 21,550 | $1.0M |
| Renaissance Technologies | 0.00% | New | 21,400 | $1.0M |
| Legacy Edge Advisors, LLC | 0.11% | No change | 21,322 | $998K |
| WealthPoint Financial, LLC | 0.87% | — | 21,304 | $997K |
| Trinity Wealth Management, LLC | 0.37% | Add +8.8% | 21,295 | $997K |
| Towerpoint Wealth, LLC | 0.39% | Reduce -2.6% | 21,219 | $993K |
| Natixis Advisors, LLC | 0.00% | Add +16.8% | 21,165 | $991K |
| Level Wealth Management LLC | 0.50% | Reduce -19.4% | 20,959 | $981K |
| Portland Financial Advisors Inc | 2.08% | No change | 20,880 | $977K |
| Maimon Wealth Management LTD. | 0.91% | — | 20,845 | $976K |
| Aire Advisors, LLC | 0.18% | Add +0.8% | 20,805 | $974K |
| Benjamin Edwards Inc. | 0.01% | Reduce -1.3% | 20,633 | $966K |
| Sunburst Financial Group, LLC | 0.19% | Add +2.6% | 20,446 | $957K |
| Orin Green Financial, LLC | 0.38% | Reduce -9.9% | 20,358 | $953K |
| Sheets Smith Wealth Management | 0.10% | Add +0.7% | 20,291 | $950K |
| Idaho Trust Co | 0.31% | Reduce -14.2% | 20,113 | $941K |
| Three Cord True Wealth Management, LLC | 0.54% | Reduce -0.7% | 19,916 | $932K |
| Northeast Financial Group, Inc. | 0.23% | Reduce -2.7% | 19,761 | $925K |
| American Investment Services, Inc. | 0.21% | Reduce -0.7% | 19,683 | $921K |
| Baird Financial Group, Inc. | 0.00% | Add +10.4% | 19,496 | $913K |
| M Holdings Securities, Inc. | 0.07% | New | 19,465 | $911K |
| Nwam LLC | 0.05% | Reduce -47.6% | 18,204 | $899K |
| Independent Wealth Network Inc. | 0.27% | Add +8.2% | 19,146 | $896K |
| US Bancorp \de | 0.00% | Add +18.4% | 19,078 | $893K |
| October Effect Ltd | 0.98% | Add +11.4% | 19,052 | $892K |
| Journey Retirement Planning & Investment Management LLC | 0.18% | — | 19,044 | $891K |
| UNIVEST FINANCIAL Corp | 0.05% | Add +9.3% | 18,897 | $885K |
| Verus Capital Partners, LLC | 0.06% | Add +4.9% | 18,682 | $874K |
| MBA Advisors LLC | 0.35% | Reduce -56.2% | 18,648 | $873K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -31.0% | 18,519 | $867K |
| USAdvisors Wealth Management, LLC | 0.28% | Add +1.8% | 18,468 | $864K |
| Hughes Financial Services, LLC | 0.14% | Add +0.2% | 18,407 | $862K |
| Redwood Financial Network Corp | 0.55% | Add +1.9% | 18,346 | $859K |
| Canal Capital Management, LLC | 0.12% | Add +3.2% | 18,011 | $843K |
| Private Trust Co. NA | 0.07% | Reduce -4.0% | 17,736 | $830K |
| Waller Financial Planning Group, Inc. | 0.18% | Reduce -8.9% | 17,718 | $829K |
| Family Investment Center, Inc. | 0.17% | Reduce -6.0% | 17,508 | $820K |
| Rooted Wealth Advisors, Inc. | 0.23% | Reduce -1.1% | 16,581 | $814K |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.4% | 17,361 | $813K |
| Cozad Asset Management Inc. | 0.06% | Reduce -7.8% | 17,360 | $813K |
| Rede Wealth, LLC | 0.28% | New | 17,331 | $811K |
| Beacon Financial Group | 0.08% | Add +7.1% | 17,291 | $809K |
| One Capital Management, LLC | 0.02% | Add +26.4% | 17,262 | $808K |
| Pacifica Partners Inc. | 0.36% | Add +7.1% | 16,847 | $805K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.5% | 17,166 | $804K |
| Mullaney, Keating & Wright, Inc. | 0.42% | Add +6.5% | 17,120 | $801K |
| Bravias Capital Group, LLC | 0.48% | Add +5.0% | 16,837 | $788K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -4.3% | 16,782 | $786K |
| Valley Financial Group, Inc. | 0.44% | Reduce -5.0% | 16,764 | $785K |
| Gross & Hartman Investments LLC | 0.44% | — | 16,674 | $780K |
| Curtis Advisory Group, LLC | 0.16% | Add +5.1% | 16,586 | $776K |
| Diversify Wealth Management, LLC | 0.04% | Add +6.3% | 15,892 | $774K |
| Northwest Wealth Management, LLC | 0.12% | Reduce -23.3% | 16,491 | $772K |
| Inman Jager Wealth Management, LLC | 0.47% | Reduce -1.8% | 16,491 | $772K |
| Vantage Financial Partners, LLC | 0.16% | Add +4.8% | 16,402 | $768K |
| Coppell Advisory Solutions LLC | 0.07% | Reduce -37.2% | 16,253 | $761K |
| Broadview Financial Management, LLC | 0.51% | Add +1.2% | 16,126 | $755K |
| First Trust Advisors LP | 0.00% | Add +54.1% | 16,036 | $751K |
| NewEdge Wealth, LLC | 0.01% | Add +0.0% | 16,012 | $750K |
| Argent Trust Co | 0.03% | Reduce -5.0% | 16,009 | $749K |
| MB Generational Wealth, LLC | 0.39% | Reduce -1.6% | 15,863 | $743K |
| HighMark Wealth Management LLC | 0.30% | Add +0.5% | 15,779 | $739K |
| DV Trading LLC | 0.06% | — | 15,506 | $735K |
| Breachway Investments LLC | 0.77% | — | 15,599 | $730K |
| Jefferson Bridge Capital, LLC | 0.73% | — | 15,592 | $730K |
| BlackDiamond Wealth Management, LLC | 0.36% | Add +34.0% | 14,498 | $730K |
| Net Worth Advisory Group | 0.15% | Add +3.9% | 15,474 | $724K |
| National Wealth Management Group, LLC | 0.25% | Add +15.9% | 15,397 | $721K |
| Morling Financial Advisors, LLC | 0.23% | Reduce -3.0% | 15,378 | $720K |
| Capital Developers, LLC | 0.64% | — | 15,285 | $715K |
| Mgo One Seven LLC | 0.01% | Add +98.4% | 15,273 | $715K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +13.2% | 15,194 | $711K |
| Gilbert & Cook, Inc. | 0.09% | Reduce -1.6% | 15,103 | $707K |
| Professional Financial Advisors, LLC | 0.14% | Add +0.8% | 15,029 | $704K |
| Rehmann Capital Advisory Group | 0.04% | Add +1.5% | 14,966 | $701K |
| ATX Financial Planning, LLC | 0.53% | — | 14,781 | $692K |
| Coign Capital Advisors LLC | 0.36% | Reduce -6.8% | 14,754 | $691K |
| Hilltop Wealth Advisors, LLC | 0.35% | Reduce -1.3% | 14,682 | $687K |
| Sigma Planning Corp | 0.02% | Add +22.8% | 14,669 | $687K |
| PCB Capital LLC | 1.10% | — | 14,648 | $686K |
| Cary Street Partners Investment Advisory LLC | 0.18% | Add +5.6% | 14,608 | $684K |
| Sound Financial Strategies Group, LLC | 0.48% | Reduce -0.9% | 14,536 | $680K |
| United Advisor Group, LLC | 0.09% | Add +37.4% | 14,425 | $675K |
| Absolute Capital Management, LLC | 0.25% | Add +6.1% | 14,404 | $674K |
| Black Diamond Financial, LLC | 0.07% | No change | 14,363 | $672K |
| Autumn Glory Partners, LLC | 0.23% | No change | 14,255 | $667K |
| Private Wealth Group, LLC | 0.32% | Add +2.2% | 14,183 | $664K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.3% | 14,131 | $661K |
| Tennessee Valley Asset Management Partners | 0.09% | Add +11.4% | 14,102 | $660K |
| CoreCap Advisors, LLC | 0.02% | Reduce -5.3% | 14,089 | $660K |
| XY Planning Network, Inc. | 0.11% | Add +8.7% | 14,031 | $657K |
| Orcam Financial Group | 0.48% | Add +0.5% | 13,796 | $646K |
| Greystone Financial Group, LLC | 0.10% | Add +1.8% | 13,691 | $641K |
| LBMC Investment Advisors, LLC | 0.04% | Add +0.1% | 13,589 | $636K |
| Sowell Financial Services LLC | 0.02% | Add +9.7% | 13,493 | $632K |
| Spectrum Planning & Advisory Services Inc. | 0.32% | Reduce -2.6% | 13,379 | $626K |
| Carnegie Investment Counsel | 0.01% | Add +2.2% | 13,360 | $625K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | No change | 13,187 | $617K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.6% | 13,102 | $613K |
| Symphony Financial, Ltd. Co. | 0.08% | Add +40.8% | 13,064 | $612K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 13,031 | $610K |
| Stanich Group LLC | 0.45% | Add +1.4% | 12,785 | $598K |
| K2 Financial Inc. | 0.46% | Add +7.5% | 12,414 | $597K |
| Summitry LLC | 0.02% | New | 12,671 | $593K |
| Three Bearings Fiduciary Advisors, Inc. | 0.55% | — | 12,038 | $592K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 12,485 | $584K |
| Post Resch Tallon Group Inc. | 0.49% | Add +0.0% | 12,434 | $582K |
| Hilltop Partners LLC | 0.15% | Reduce -6.2% | 12,252 | $574K |
| Gilman Hill Asset Management, LLC | 0.09% | No change | 12,250 | $573K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 12,248 | $573K |
| Retirement Income Solutions, Inc. | 0.10% | Reduce -11.3% | 12,211 | $572K |
| Lunt Capital Management, Inc. | 0.21% | New | 12,149 | $569K |
| River Street Advisors LLC | 0.21% | Add +1.8% | 12,122 | $567K |
| Dravo Bay LLC | 0.24% | Add +16.1% | 12,103 | $567K |
| Zhang Financial LLC | 0.02% | Reduce -7.5% | 11,872 | $556K |
| Foundation Wealth Management, LLC\PA | 0.20% | Reduce -2.8% | 11,824 | $553K |
| Advance Capital Management, Inc. | 0.02% | Reduce -14.6% | 11,797 | $552K |
| Resurgent Financial Advisors LLC | 0.28% | Add +1.4% | 11,763 | $551K |
| Hill Investment Group Partners, LLC | 0.07% | Reduce -2.1% | 11,754 | $550K |
| Macroview Investment Management LLC | 0.38% | Add +2.6% | 11,720 | $549K |
| Sound Income Strategies, LLC | 0.03% | Add +4642.8% | 11,193 | $545K |
| Warner Financial, Inc. | 0.19% | No change | 11,544 | $540K |
| Life Planning Partners, Inc | 0.41% | No change | 11,466 | $537K |
| Stevens Capital Partners | 0.14% | Add +8.0% | 11,376 | $532K |
| Convergence Financial, LLC | 0.08% | Reduce -1.2% | 11,375 | $532K |
| Stonebridge Financial Group, LLC | 0.05% | Reduce -7.4% | 11,355 | $532K |
| Brown Brothers Harriman & Co. | 0.00% | Add +3.3% | 11,342 | $531K |
| Ameritas Advisory Services, LLC | 0.02% | Add +776.0% | 11,221 | $525K |
| Old Second National Bank of Aurora | 0.10% | Reduce -4.3% | 11,168 | $523K |
| TKG Advisors, LLC | 0.21% | Reduce -1.9% | 11,126 | $521K |
| Dynamic Financial Group | 0.44% | Add +20.4% | 11,102 | $520K |
| Modern Wealth Management, LLC | 0.01% | Reduce -0.1% | 10,901 | $510K |
| NBT Bank, N.A. | 0.03% | No change | 10,780 | $507K |
| PFG Advisors | 0.02% | Reduce -69.1% | 10,802 | $506K |
| OneDigital Investment Advisors LLC | 0.00% | Add +6.1% | 10,770 | $504K |
| Golden State Wealth Management, LLC | 0.05% | Add +28.8% | 10,715 | $502K |
| Carroll Advisory Group, LLC | 0.22% | — | 10,630 | $498K |
| Destination Wealth Management | 0.01% | Reduce -3.0% | 10,583 | $495K |
| Summit Trail Advisors, LLC | 0.01% | No change | 10,566 | $495K |
| Quantitative Investment Management, LLC | 0.05% | New | 10,566 | $494K |
| 4WEALTH Advisors, Inc. | 0.42% | Add +3.7% | 10,459 | $490K |
| Cooksen Wealth, LLC | 0.36% | Reduce -1.1% | 10,408 | $487K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +41.6% | 10,364 | $485K |
| Mather Group, Llc. | 0.00% | Reduce -1.5% | 10,267 | $481K |
| Jacobs Equity LLC | 0.46% | — | 10,236 | $479K |
| Strategies Wealth Advisors, LLC | 0.05% | Reduce -15.9% | 10,140 | $475K |
| WealthPlan Investment Management, LLC | 0.03% | No change | 10,076 | $472K |
| ACT Advisors, LLC. | 0.19% | Reduce -3.0% | 10,058 | $471K |
| Urban Financial Advisory Corp | 0.18% | Add +2.5% | 9,962 | $466K |
| Angeles Wealth Management, LLC | 0.03% | No change | 9,900 | $463K |
| Aegis Wealth Management, Inc. | 0.36% | — | 9,830 | $460K |
| Claro Advisors Inc. | 0.06% | Add +1.6% | 9,794 | $458K |
| Wiregrass Investment Management LLC | 0.38% | — | 9,789 | $458K |
| Keener Financial Planning LLC | 0.20% | Reduce -10.9% | 9,763 | $457K |
| Bahl & Gaynor LLC | 0.00% | No change | 9,760 | $457K |
| TSA Wealth Managment LLC | 0.15% | Reduce -0.0% | 9,648 | $452K |
| Vantus Wealth LLC | 0.33% | — | 9,640 | $451K |
| Baker Tilly Wealth Management, LLC | 0.11% | Add +10.0% | 9,579 | $448K |
| SkyOak Wealth, LLC | 0.08% | Add +0.0% | 9,579 | $448K |
| Neuberger Berman Group LLC | 0.00% | Add +5.0% | 9,507 | $445K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -14.1% | 9,494 | $444K |
| Evolution Wealth Management Inc. | 0.37% | Add +156.4% | 9,452 | $442K |
| Sovran Advisors, LLC | 0.04% | Reduce -12.0% | 8,963 | $439K |
| TSG Advice Partners, LLC | 0.07% | — | 9,347 | $438K |
| Regimen Wealth, LLC | 0.13% | Add +11.2% | 9,280 | $434K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -6.7% | 9,179 | $430K |
| Forbes Financial Planning, Inc. | 0.25% | Reduce -80.0% | 9,132 | $427K |
| Waterloo Capital, L.P. | 0.03% | Reduce -1.5% | 9,061 | $424K |
| Marino, Stram & Associates LLC | 0.08% | Add +4.4% | 9,030 | $423K |
| TFB Advisors LLC | 0.12% | Add +8.5% | 8,987 | $421K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +18.1% | 8,986 | $421K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +16.4% | 8,958 | $419K |
| RCW Management, LLC | 0.42% | — | 8,883 | $416K |
| Ascentis Wealth Management, LLC | 0.11% | Reduce -1.3% | 8,870 | $415K |
| First Heartland Consultants, Inc. | 0.03% | Add +3.2% | 8,868 | $415K |
| Spinnaker Investment Group, LLC | 0.08% | Add +5.6% | 8,846 | $414K |
| KM Capital Management Ltd. | 0.21% | Add +33.5% | 8,828 | $413K |
| Pinnacle Family Advisors, LLC | 0.18% | Reduce -90.5% | 8,802 | $412K |
| Hopwood Nicholas Hunter | 0.13% | — | 8,772 | $411K |
| Trek Financial, LLC | 0.02% | Add +3.3% | 8,722 | $408K |
| Manhattan West Asset Management, LLC | 0.08% | Reduce -0.3% | 8,668 | $406K |
| Insight Advisors, LLC/ PA | 0.06% | Reduce -1.0% | 8,645 | $405K |
| Cabot Wealth Management Inc. | 0.04% | Reduce -2.2% | 8,622 | $404K |
| Csenge Advisory Group | 0.02% | Add +30.7% | 8,595 | $402K |
| FSA Advisors, Inc. | 0.28% | Add +73.1% | 13,097 | $401K |
| Richard W. Paul & Associates, LLC | 0.13% | Reduce -13.3% | 8,468 | $396K |
| Kelly Financial Services LLC | 0.10% | Reduce -7.0% | 8,433 | $395K |
| Quadrant Capital Group LLC | 0.01% | Add +410.6% | 8,410 | $394K |
| Owen LaRue, LLC | 0.15% | New | 8,393 | $393K |
| Clarity Capital Advisors, LLC | 0.20% | Add +1.7% | 8,373 | $392K |
| FSM Wealth Advisors, LLC | 0.05% | Reduce -2.2% | 8,368 | $392K |
| Landmark Wealth Management, LLC | 0.15% | Reduce -1.9% | 8,364 | $392K |
| Curi Capital, LLC | 0.01% | Add +34.0% | 8,304 | $389K |
| Gambit Capital Management, LLC | 0.28% | — | 8,219 | $385K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 8,195 | $384K |
| Redmond Asset Management, LLC | 0.10% | Reduce -0.8% | 8,176 | $383K |
| Balentine LLC | 0.01% | Reduce -11.7% | 8,167 | $382K |
| Davis Wealth Advisors, LLC | 0.32% | Add +22.8% | 8,162 | $382K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -1.8% | 8,154 | $382K |
| Firestone Capital Management | 0.08% | No change | 8,003 | $375K |
| Weitzel Financial Services, Inc. | 0.14% | Add +39.1% | 7,809 | $373K |
| Traction Financial Partners, LLC | 0.22% | Add +8.1% | 7,971 | $373K |
| Sterling Wealth Management, Inc. | 0.11% | Add +3.1% | 7,970 | $373K |
| E&G Advisors, LLC | 0.08% | Reduce -1.3% | 7,932 | $371K |
| Arkadios Wealth Advisors | 0.01% | Reduce -4.0% | 7,923 | $371K |
| Lantz Financial LLC | 0.08% | Add +3.3% | 7,891 | $369K |
| Northern Trust Corp. | 0.00% | Reduce -2.6% | 7,881 | $369K |
| Client 1ST Advisory Group, LLC | 0.12% | Reduce -0.3% | 7,878 | $369K |
| Legacy Wealth Advisors, LLC | 0.24% | — | 7,840 | $367K |
| Clear Retirement Advice LLC | 0.28% | — | 7,457 | $366K |
| Virtue Capital Management, LLC | 0.06% | Add +942.0% | 7,648 | $365K |
| Oldfather Financial Services, LLC | 0.11% | Add +62.9% | 7,751 | $363K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | — | 7,711 | $361K |
| Strategic Investment Advisors / MI | 0.03% | Add +283.6% | 7,699 | $360K |
| Hutchens & Kramer Investment Management Group, LLC | 0.12% | Reduce -9.5% | 7,583 | $355K |
| Maripau Wealth Management LLC | 0.16% | Add +26.5% | 7,536 | $353K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -12.3% | 7,532 | $353K |
| Destiny Capital Corp | 0.18% | No change | 7,445 | $349K |
| Financial Plan, Inc. | 0.04% | — | 7,399 | $346K |
| Wescott Financial Advisory Group, LLC | 0.03% | New | 7,397 | $346K |
| Secure Asset Management, LLC | 0.05% | Reduce -8.1% | 7,353 | $344K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 7,100 | $343K |
| Wilkerson Advisory Group LLC | 0.12% | — | 7,265 | $340K |
| Wealth Advisors Northwest LLC | 0.15% | Reduce -2.0% | 7,236 | $339K |
| Focus Financial Network, Inc. | 0.01% | Reduce -3.0% | 6,942 | $325K |
| One Wealth Capital Management, LLC | 0.14% | Add +43.9% | 6,877 | $322K |
| FreeGulliver LLC | 0.14% | No change | 6,870 | $322K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -0.0% | 6,669 | $321K |
| Fortis Capital Advisors, LLC | 0.05% | No change | 6,753 | $316K |
| SIMA Wealth Partners, LLC | 0.24% | Add +4.3% | 6,753 | $316K |
| German American Bancorp, Inc. | 0.03% | No change | 6,711 | $314K |
| True Vision MN LLC | 0.16% | Add +11.8% | 6,697 | $313K |
| Financial Guidance Group, Inc. | 0.13% | No change | 6,688 | $313K |
| E6 Portfolios, LLC | 0.36% | — | 6,655 | $312K |
| Gilpin Wealth Management, LLC | 0.25% | — | 6,620 | $310K |
| Cornerstone Advisors Asset Management, LLC | 0.05% | Reduce -5.2% | 6,618 | $310K |
| Donalies Financial Planning, LLC | 0.26% | — | 6,571 | $308K |
| Graetz Wealth LLC | 0.27% | — | 6,430 | $301K |
| Whittier Trust Co. | 0.00% | Reduce -9.0% | 6,220 | $300K |
| APS Management Group, Inc. | 0.26% | Reduce -6.2% | 6,419 | $300K |
| Synergy Asset Management, LLC | 0.03% | Reduce -71.8% | 6,415 | $300K |
| KPP Advisory Services LLC | 0.04% | Add +4.3% | 6,363 | $298K |
| High Net Worth Advisory Group LLC | 0.07% | Reduce -3.0% | 6,331 | $296K |
| Vestia Personal Wealth Advisors | 0.15% | Reduce -12.1% | 6,062 | $296K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.5% | 6,253 | $293K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -1.0% | 6,240 | $292K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -5.3% | 6,239 | $292K |
| StoneX Group Inc. | 0.01% | Reduce -7.0% | 6,220 | $291K |
| Astoria Strategic Wealth, Inc. | 0.07% | Reduce -1.0% | 6,208 | $291K |
| True North Advisors, LLC | 0.04% | Reduce -8.1% | 6,112 | $286K |
| Aspect Partners, LLC | 0.12% | No change | 6,074 | $284K |
| GWN Securities Inc. | 0.06% | New | 6,069 | $284K |
| Kelman-Lazarov, Inc. | 0.04% | New | 6,069 | $284K |
| Fourpath Capital Management, LLC | 0.04% | No change | 6,068 | $284K |
| Thrive Wealth Management, LLC | 0.04% | No change | 6,045 | $283K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.22% | — | 5,967 | $279K |
| Narus Financial Partners, LLC | 0.07% | Add +1.0% | 5,818 | $272K |
| XTX Topco Ltd | 0.01% | Add +12.9% | 5,731 | $268K |
| Brooklyn Investment Group | 0.01% | New | 5,744 | $268K |
| Castleview Partners, LLC | 0.13% | Add +9.4% | 5,693 | $266K |
| Barnes Wealth Management Group, Inc | 0.14% | Reduce -3.7% | 5,573 | $261K |
| RCS Financial Planning, LLC | 0.11% | Reduce -4.7% | 5,563 | $260K |
| Lodestar Private Asset Management LLC | 0.03% | New | 5,536 | $259K |
| Cogent Private Wealth, Inc. | 0.20% | — | 5,511 | $258K |
| Security Financial Services, INC. | 0.04% | Add +0.9% | 5,484 | $257K |
| Kesler, Norman & Wride, LLC | 0.04% | New | 5,483 | $257K |
| Evergreen Capital Management LLC | 0.01% | Add +3.3% | 5,475 | $256K |
| BNP Paribas Financial Markets | 0.00% | Reduce -43.8% | 5,464 | $256K |
| Capital CS Group, LLC | 0.40% | Reduce -9.6% | 5,423 | $254K |
| Westfuller Advisors, LLC | 0.10% | Add +64.7% | 5,417 | $254K |
| Tilson Financial Group, Inc. | 0.08% | Add +1.7% | 5,395 | $253K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -2.4% | 5,391 | $252K |
| J2 Capital Management Inc | 0.18% | Reduce -5.6% | 5,381 | $252K |
| Austin Wealth Management, LLC | 0.04% | New | 5,165 | $248K |
| FC Advisory LLC | 0.07% | Reduce -0.2% | 5,302 | $248K |
| Vawter Financial, Ltd. | 0.10% | No change | 5,254 | $246K |
| Wealthfront Advisers LLC | 0.00% | New | 5,235 | $245K |
| ORG Partners LLC | 0.04% | Reduce -4.1% | 5,208 | $244K |
| Mitchell Capital Management Co. | 0.04% | No change | 5,195 | $243K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 5,176 | $242K |
| BlueChip Wealth Advisors LLC | 0.10% | New | 5,173 | $242K |
| Breakwater Investment Management | 0.09% | Add +5.8% | 5,165 | $242K |
| IFG Advisors, LLC | 0.04% | Add +1.1% | 5,142 | $241K |
| Kraft, Davis & Associates, LLC | 0.05% | Add +4.5% | 4,934 | $240K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 5,100 | $239K |
| Powers Advisory Group, LLC | 0.09% | New | 5,093 | $238K |
| Pacific Excel Wealth Advisors, Inc. | 0.45% | — | 5,012 | $238K |
| Western Reserve Capital Management, LLC | 0.22% | — | 5,056 | $237K |
| Paces Ferry Wealth Advisors, LLC | 0.10% | Add +4.1% | 5,051 | $236K |
| Ariadne Wealth Management, LP | 0.10% | No change | 4,653 | $234K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +1.2% | 4,973 | $233K |
| HRT Financial LP | 0.00% | New | 4,970 | $232K |
| Van Diest Capital, LLC | 0.35% | — | 4,955 | $232K |
| Vance Wealth, LLC | 0.07% | No change | 4,954 | $232K |
| D.A. Davidson & Co. | 0.00% | New | 4,941 | $231K |
| JGP Wealth Management, LLC | 0.02% | No change | 4,940 | $231K |
| KERR FINANCIAL PLANNING Corp | 0.31% | Add +100.0% | 4,780 | $230K |
| Eclectic Associates Inc. | 0.04% | Add +0.6% | 4,910 | $230K |
| Founders Financial Alliance, LLC | 0.04% | Add +0.1% | 4,904 | $230K |
| Keybank National Association | 0.00% | Reduce -5.2% | 4,885 | $229K |
| Hobbs Group Advisors, LLC | 0.07% | No change | 4,880 | $228K |
| Apollon Financial, LLC | 0.03% | Add +0.0% | 4,870 | $228K |
| Lutz Financial Services LLC | 0.02% | New | 4,828 | $226K |
| MSH Capital Advisors LLC | 0.05% | New | 4,775 | $224K |
| Abound Wealth Management | 0.05% | Add +0.8% | 4,765 | $223K |
| Generation Capital Management LLC | 0.14% | New | 4,750 | $222K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +1.1% | 4,743 | $222K |
| Kavar Capital Partners Group, LLC | 0.03% | No change | 4,732 | $222K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 4,684 | $219K |
| Fisher Asset Management | 0.00% | New | 4,566 | $214K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -3.3% | 4,539 | $212K |
| Two Sigma Securities, LLC | 0.03% | New | 4,534 | $212K |
| Burney Co./ | 0.01% | No change | 4,531 | $212K |
| Trust Co | 0.02% | New | 4,519 | $212K |
| Mascagni Wealth Management, Inc. | 0.16% | Add +4.8% | 4,499 | $211K |
| Fell Capital Management | 0.20% | — | 4,435 | $208K |
| Naples Global Advisors, LLC | 0.02% | Add +1.7% | 4,433 | $208K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 4,392 | $206K |
| Caprock Group, LLC | 0.00% | New | 4,380 | $205K |
| Investments & Financial Planning, LLC | 0.11% | Reduce -4.4% | 4,355 | $204K |
| Topsail Wealth Management, LLC | 0.03% | Add +4.5% | 4,310 | $202K |
| Bensler, LLC | 0.02% | New | 4,307 | $202K |
| Truepoint, Inc. | 0.00% | New | 4,290 | $201K |
| Sun Financial Inc | 0.11% | — | 4,290 | $201K |
| Okabena Investment Services Inc. | 0.04% | New | 4,278 | $200K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -4.9% | 4,227 | $198K |
| Caitlin John, LLC | 0.12% | Add +0.8% | 4,043 | $189K |
| National Bank of Canada | 0.00% | Add +1.4% | 3,873 | $181K |
| WealthShield Partners, LLC | 0.02% | Reduce -5.4% | 3,738 | $175K |
| Bogart Wealth, LLC | 0.01% | No change | 3,621 | $169K |
| Running Point Capital Advisors, LLC | 0.05% | Add +0.9% | 3,610 | $169K |
| Paladin Advisory Group, LLC | 0.12% | No change | 3,471 | $162K |
| Copia Wealth Management | 0.12% | No change | 3,464 | $162K |
| Fifth Third Bancorp | 0.00% | Add +104.3% | 3,454 | $162K |
| LRI Investments, LLC | 0.01% | No change | 3,387 | $159K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.8% | 2,989 | $140K |
| Root Financial Partners, LLC | 0.01% | Add +12.6% | 2,805 | $131K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,768 | $130K |
| Glassman Wealth Services | 0.02% | Add +1.6% | 2,716 | $127K |
| SBI Securities Co., Ltd. | 0.00% | No change | 2,566 | $120K |
| Rialto Wealth Management, LLC | 0.03% | Reduce -0.1% | 2,528 | $118K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 2,397 | $112K |
| Rossby Financial, LCC | 0.03% | Add +33.8% | 2,371 | $111K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +20.9% | 2,220 | $104K |
| Bokf, NA | 0.00% | Add +24.4% | 2,142 | $100K |
| MeadowBrook Investment Advisors LLC | 0.09% | No change | 2,124 | $99K |
| Valley National Advisers Inc. | 0.01% | Reduce -0.1% | 2,134 | $99K |
| Dunhill Financial, LLC | 0.03% | New | 1,984 | $93K |
| Ballast Advisors LLC | 0.02% | Add +102.0% | 1,755 | $82K |
| Archer Investment Corp | 0.02% | Reduce -0.3% | 1,724 | $81K |
| Laurel Wealth Advisors LLC | 0.01% | New | 1,716 | $80K |
| Miller Capital Partners, Inc. | 0.04% | — | 1,674 | $78K |
| Rakuten Securities, Inc. | 0.02% | Add +154.4% | 1,628 | $76K |
| Ancora Advisors LLC | 0.00% | Add +265.8% | 1,617 | $76K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -15.3% | 1,608 | $75K |
| Tsfg, LLC | 0.01% | Add +5.2% | 1,540 | $72K |
| WealthCollab, LLC | 0.03% | Add +90.4% | 1,424 | $67K |
| MJT & Associates Financial Advisory Group, Inc. | 0.05% | Reduce -1.8% | 1,391 | $65K |
| Legacy Bridge, LLC | 0.03% | No change | 1,351 | $63K |
| WFA of San Diego, LLC | 0.05% | No change | 1,347 | $63K |
| Main Management LLC | 0.00% | Add +0.6% | 1,282 | $60K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 1,280 | $60K |
| Front Row Advisors LLC | 0.02% | Add +64.8% | 1,271 | $59K |
| Addison Advisors LLC | 0.01% | No change | 1,145 | $54K |
| Manchester Capital Management LLC | 0.01% | Add +103.3% | 1,053 | $49K |
| Barnes Dennig Private Wealth Management LLC | 0.05% | Add +135.0% | 1,008 | $47K |
| Tidemark, LLC | 0.01% | Add +0.2% | 1,007 | $47K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.9% | 995 | $47K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +6.9% | 946 | $44K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 943 | $44K |
| Kingdom Financial Group LLC. | 0.01% | New | 931 | $44K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 862 | $40K |
| International Assets Investment Management, LLC | 0.00% | New | 859 | $40K |
| Signaturefd, LLC | 0.00% | New | 857 | $40K |
| Stone House Investment Management, LLC | 0.01% | Reduce -1.9% | 831 | $39K |
| Anchor Investment Management, LLC | 0.00% | No change | 800 | $37K |
| IFC & Insurance Marketing, Inc. | 0.04% | — | 783 | $37K |
| Hantz Financial Services, Inc. | 0.00% | Add +26.7% | 783 | $35K |
| Clearstead Trust, LLC | 0.01% | Reduce -2.0% | 747 | $35K |
| Cape Investment Advisory, Inc. | 0.01% | Add +24266.7% | 731 | $34K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.8% | 685 | $32K |
| Safe Harbor Fiduciary, LLC | 0.03% | — | 682 | $32K |
| Covestor Ltd | 0.02% | Add +35.5% | 634 | $30K |
| SageView Advisory Group, LLC | 0.00% | New | 628 | $29K |
| First Horizon Corp. | 0.00% | No change | 626 | $29K |
| Centennial Bank | 0.01% | No change | 621 | $29K |
| Your Advocates Ltd., LLP | 0.01% | No change | 611 | $29K |
| Essential Partners LLC | 0.01% | No change | 608 | $28K |
| Rothschild Investment LLC | 0.00% | No change | 590 | $28K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -94.8% | 582 | $27K |
| Sachetta, LLC | 0.01% | Reduce -32.7% | 573 | $27K |
| IMG Wealth Management, Inc. | 0.02% | No change | 561 | $26K |
| First Command Advisory Services, Inc. | 0.00% | New | 556 | $26K |
| REAP Financial Group, LLC | 0.01% | Add +15.0% | 543 | $25K |
| Russell Investments Group, Ltd. | 0.00% | Add +133.6% | 507 | $24K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 506 | $24K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +271.6% | 498 | $23K |
| VSM Wealth Advisory, LLC | 0.01% | Add +1.5% | 484 | $23K |
| Tucker Asset Management LLC | 0.01% | New | 473 | $22K |
| CENTRAL TRUST Co | 0.00% | No change | 468 | $22K |
| Optima Capital LLC | 0.01% | New | 467 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 444 | $21K |
| Ameriflex Group, Inc. | 0.01% | Add +148.9% | 438 | $21K |
| Maseco LLP | 0.00% | No change | 433 | $20K |
| Accent Capital Management, LLC | 0.01% | No change | 400 | $19K |
| Blueline Advisors LLC | 0.01% | — | 373 | $17K |
| Longview Financial Advisors LLC | 0.01% | No change | 372 | $17K |
| Sage Mountain Advisors LLC | 0.00% | No change | 370 | $17K |
| Crewe Advisors LLC | 0.00% | Add +165.4% | 361 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -72.3% | 351 | $16K |
| Ares Financial Consulting, LLC | 0.01% | — | 334 | $16K |
| Essential Investment Partners LLC | 0.01% | — | 321 | $15K |
| WPG Advisers, LLC | 0.01% | Add +23.5% | 315 | $15K |
| Evermay Wealth Management LLC | 0.00% | Reduce -30.8% | 310 | $15K |
| TOWER TRUST & INVESTMENT Co | 0.01% | New | 300 | $14K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 300 | $14K |
| Phillips Financial Management, LLC | 0.00% | No change | 299 | $14K |
| HM Payson & Co. | 0.00% | No change | 277 | $13K |
| MCF Advisors LLC | 0.00% | No change | 276 | $13K |
| Frazier Financial Advisors, LLC | 0.01% | Add +1.5% | 276 | $13K |
| MGB Wealth Management, LLC | 0.00% | New | 274 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 259 | $12K |
| GGM Financial LLC | 0.01% | Reduce -15.8% | 256 | $12K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 250 | $12K |
| Glenmede Trust Co. NA | 0.00% | — | 240 | $11K |
| Davis Capital Management | 0.01% | No change | 239 | $11K |
| Colonial Trust Co / SC | 0.00% | No change | 238 | $11K |
| Strive Financial Group ,LLC | 0.01% | — | 234 | $11K |
| Compass Financial Services Inc | 0.00% | No change | 230 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 220 | $10K |
| Robinswood Financial LLC | 0.00% | No change | 217 | $10K |
| Elyxium Wealth, LLC | 0.00% | New | 214 | $10K |
| Albion Financial Group | 0.00% | New | 211 | $10K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 196 | $9K |
| Fortis Group Advisors, LLC | 0.00% | No change | 195 | $9K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -55.0% | 193 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 174 | $8K |
| Northwest Capital Management Inc | 0.03% | No change | 170 | $8K |
| Woodside Wealth Management LLC | 0.01% | No change | 167 | $8K |
| Cambient Family Office, LLC | 0.00% | — | 156 | $7K |
| Concord Wealth Partners | 0.00% | No change | 156 | $7K |
| New Millennium Group LLC | 0.00% | New | 144 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 140 | $7K |
| Chesapeake Asset Management LLC | 0.01% | New | 129 | $6K |
| Maryland Capital Advisors Inc. | 0.00% | Reduce -2.6% | 114 | $5K |
| Creative Capital Management Investments LLC | 0.00% | New | 113 | $5K |
| Bessemer Group Inc. | 0.00% | Reduce -21.2% | 104 | $5K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 106 | $5K |
| Godsey & Gibb, Inc. | 0.00% | No change | 104 | $5K |
| Elevated Capital Advisors, LLC | 0.00% | New | 104 | $5K |
| Winnacle Wealth LLC | 0.00% | Add +70.6% | 87 | $4K |
| Noble Wealth Management PBC | 0.00% | No change | 70 | $3K |
| American National Bank & Trust | 0.00% | Reduce -95.5% | 68 | $3K |
| Motiv8 Investments LLC | 0.00% | New | 63 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.7% | 60 | $3K |
| Motco | 0.00% | No change | 64 | $3K |
| Operose Advisors LLC | 0.00% | No change | 63 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 60 | $3K |
| Quaker Wealth Management, LLC | 0.00% | No change | 60 | $3K |
| Strategic Advocates LLC | 0.00% | No change | 56 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 53 | $2K |
| Eastern Bank | 0.00% | Reduce -33.3% | 48 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 43 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 42 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 40 | $2K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -99.8% | 34 | $2K |
| Security National Bank | 0.00% | New | 30 | $1K |
| Dagco, Inc. | 0.00% | No change | 27 | $1K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 24 | $1K |
| Decker Retirement Planning Inc. | 0.00% | No change | 22 | $1K |
| Camelot Portfolios, LLC | 0.00% | New | 19 | $889 |
| RHL Group, LLC | 0.00% | — | 15 | $702 |
| Signature Equity Partners, LLC | 0.00% | — | 11 | $522 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 8 | $374 |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 7 | $309 |
| DecisionPoint Financial, LLC | 0.00% | New | 3 | $141 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3 | $140 |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -87.5% | 1 | $47 |
| Dogwood Wealth Management LLC | 0.00% | No change | 1 | $47 |
| Networth Advisors, LLC | 0.00% | — | 1 | $47 |
| Key Capital Management, INC | 0.00% | — | 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.