Invesco S&P 500 Low VolatiliSPLVETF
13F holders, Q1 2025 (March 31)770holders +25
82new positions
55sold out
4famous investors
$74.57avg. 13F price*
At the end of Q1 2025, 770 institutions reported holding Invesco S&P 500 Low Volatili (SPLV) in their 13F filings, up 25 from Q4 2024. 82 opened new positions and 55 sold out. The largest holders were Bank of America Corp. ($572.0M), Morgan Stanley ($494.8M) and LPL Financial LLC ($267.8M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco S&P 500 Low Volatili
- CUSIP
- 46138E354
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $122.7M |
| Exits | 55 | $102.2M |
All 13F filers, Q4 2024 → Q1 2025: 7,463,137 shares bought and 9,843,050 shares sold, net −2,379,913 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 770 holders
| Bank of America Corp. | 0.05% | Add +12.4% | 7,655,407 | $572.0M |
| Morgan Stanley | 0.04% | Reduce -20.1% | 6,621,505 | $494.8M |
| LPL Financial LLC | 0.10% | Add +19.8% | 3,584,663 | $267.8M |
| Alaska Permanent Fund Corp | 2.73% | Reduce -41.6% | 2,664,644 | $194.1M |
| FMR LLC | 0.01% | Reduce -7.5% | 2,003,221 | $149.7M |
| Wells Fargo & Company | 0.03% | Add +5.9% | 1,863,297 | $139.2M |
| Ameriprise Financial Inc. | 0.03% | Add +42.7% | 1,592,513 | $119.0M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -0.3% | 1,426,547 | $106.6M |
| Royal Bank of Canada | 0.02% | Add +7.8% | 1,411,700 | $105.5M |
| Invesco Ltd. | 0.02% | Reduce -3.0% | 1,283,030 | $95.9M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -3.9% | 1,203,198 | $89.9M |
| Raymond James Financial Inc. | 0.03% | Add +13.9% | 1,115,712 | $83.4M |
| Lockheed Martin Investment Management Co. | 2.86% | Add +6.4% | 941,500 | $70.3M |
| UBS Group AG | 0.01% | Add +0.9% | 856,824 | $64.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -50.3% | 805,472 | $60.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -41.5% | 788,958 | $59.0M |
| Securian Asset Management, Inc. | 1.57% | No change | 690,000 | $51.6M |
| Equitable Holdings, Inc. | 0.44% | Reduce -4.8% | 621,220 | $46.4M |
| Brookstone Capital Management | 0.66% | Add +2.2% | 618,922 | $46.2M |
| Osaic Holdings, Inc. | 0.10% | Add +17.7% | 585,480 | $43.8M |
| Picton Mahoney Asset Management | 1.49% | Add +256.4% | 579,539 | $43.3M |
| Merit Financial Group, LLC | 0.62% | Reduce -68.0% | 553,467 | $41.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +18.4% | 544,684 | $40.7M |
| Genworth Financial Inc | 9.36% | Add +0.4% | 467,072 | $34.9M |
| NewSquare Capital LLC | 2.84% | Reduce -2.5% | 465,589 | $34.8M |
| Armbruster Capital Management, Inc. | 6.48% | Add +4.7% | 435,088 | $32.5M |
| Kestra Advisory Services, LLC | 0.16% | Reduce -36.0% | 434,091 | $32.4M |
| JPMorgan Chase & Co. | 0.00% | Add +27.2% | 413,762 | $30.9M |
| Private Advisor Group, LLC | 0.18% | Reduce -42.5% | 387,318 | $28.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.52% | Add +3.2% | 372,669 | $27.8M |
| New England Private Wealth Advisors LLC | 4.23% | Reduce -1.7% | 366,444 | $27.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +98.3% | 325,648 | $24.3M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -3.3% | 324,222 | $24.2M |
| Hantz Financial Services, Inc. | 0.42% | Reduce -1.6% | 318,511 | $23.8M |
| Cetera Investment Advisers | 0.04% | Reduce -19.4% | 305,873 | $22.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +8.4% | 304,909 | $22.8M |
| Painted Porch Advisors LLC | 9.44% | Add +4.0% | 301,643 | $22.5M |
| Sei Investments Co. | 0.03% | Reduce -5.4% | 290,051 | $21.7M |
| Stifel Financial Corp. | 0.02% | Add +1.1% | 242,836 | $18.1M |
| FineMark National Bank & Trust | 0.66% | Reduce -1.0% | 242,318 | $18.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +1545.3% | 242,001 | $18.1M |
| Financial Enhancement Group LLC | 2.75% | New | 244,232 | $17.6M |
| Lido Advisors, LLC | 0.10% | Reduce -3.0% | 228,155 | $17.0M |
| Prospera Financial Services Inc | 0.39% | Reduce -1.1% | 227,781 | $17.0M |
| Capital Investment Advisory Services, LLC | 1.49% | Add +4.1% | 222,375 | $16.6M |
| Headland Capital, LLC | 5.38% | Add +4674.4% | 216,569 | $16.2M |
| NewEdge Advisors, LLC | 0.10% | Reduce -0.9% | 215,689 | $16.1M |
| Avantax Advisory Services, Inc. | 0.09% | Add +7.3% | 206,134 | $15.4M |
| Vigilare Wealth Management | 5.92% | Reduce -11.7% | 198,518 | $14.8M |
| Summit Global Investments | 1.08% | New | 197,712 | $14.8M |
| Ballast, Inc. | 4.15% | Add +0.8% | 196,390 | $14.7M |
| Sowell Financial Services LLC | 0.66% | Add +36.0% | 194,705 | $14.5M |
| Capital Advisors, Ltd. LLC | 1.85% | Reduce -1.3% | 188,388 | $14.1M |
| HSBC Holdings PLC | 0.01% | Add +8.5% | 185,271 | $13.7M |
| Marks Wealth, LLC | 4.96% | Add +2107.7% | 180,830 | $13.5M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -22.0% | 171,743 | $12.8M |
| Banco BTG Pactual S.A. | 3.16% | Add +16.4% | 169,463 | $12.7M |
| JFS Wealth Advisors, LLC | 0.84% | Reduce -0.7% | 165,886 | $12.4M |
| Cwm, LLC | 0.05% | Reduce -0.1% | 162,266 | $12.1M |
| Corient Private Wealth LP | 0.02% | Add +38.4% | 160,466 | $12.0M |
| Jones Financial Companies LLLP | 0.01% | Add +57.1% | 159,316 | $11.7M |
| Two Sigma Investments, LP | 0.03% | New | 156,500 | $11.7M |
| Foundations Investment Advisors, LLC | 0.21% | Add +373.0% | 153,612 | $11.5M |
| Bell Investment Advisors, Inc | 2.09% | Reduce -0.4% | 151,587 | $11.3M |
| GeoWealth Management, LLC | 0.45% | Reduce -1.0% | 150,941 | $11.3M |
| PFG Advisors | 0.61% | Add +192.3% | 146,339 | $10.9M |
| Nilsine Partners, LLC | 1.19% | Add +6.2% | 145,551 | $10.9M |
| Robertson Stephens Wealth Management, LLC | 0.40% | Add +3299.4% | 144,202 | $10.8M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 140,000 | $10.5M |
| Petra Financial Advisors Inc. | 8.42% | Add +105.8% | 137,508 | $10.3M |
| O'ROURKE & COMPANY, Inc | 5.01% | Reduce -0.2% | 135,107 | $10.1M |
| MAI Capital Management | 0.08% | Add +2.3% | 133,671 | $10.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.3% | 131,721 | $9.8M |
| Creative Planning | 0.01% | Add +17.1% | 130,484 | $9.7M |
| Dominguez Wealth Management Solutions, Inc. | 7.01% | Add +4.6% | 127,967 | $9.6M |
| Fluent Financial, LLC | 3.81% | Reduce -0.8% | 117,181 | $8.8M |
| Mariner, LLC | 0.01% | Add +1.2% | 117,031 | $8.7M |
| AE Wealth Management LLC | 0.07% | Add +251.1% | 113,727 | $8.5M |
| Global Assets Advisory, LLC | 1.59% | Add +232.2% | 118,773 | $8.5M |
| Opes Wealth Management LLC | 1.68% | Add +6.9% | 111,221 | $8.3M |
| Truist Financial Corp. | 0.01% | Add +3.2% | 109,660 | $8.2M |
| Ethos Financial Group, LLC | 0.77% | No change | 114,955 | $8.0M |
| Integrated Wealth Concepts LLC | 0.09% | Add +335.0% | 107,270 | $8.0M |
| Jackson, Grant Investment Advisers, Inc. | 3.05% | Reduce -1.3% | 105,553 | $7.9M |
| Atticus Wealth Management, LLC | 2.55% | Add +1308625.0% | 104,698 | $7.8M |
| FSC Wealth Advisors, LLC | 4.96% | Add +899.7% | 101,100 | $7.6M |
| HB Wealth Management, LLC | 0.06% | Reduce -0.3% | 101,042 | $7.5M |
| Waterloo Capital, L.P. | 0.69% | Reduce -10.3% | 99,909 | $7.5M |
| Harel Insurance Investments & Financial Services Ltd. | 0.09% | Reduce -7.1% | 97,873 | $7.2M |
| Geneos Wealth Management Inc. | 0.24% | Add +8.3% | 96,190 | $7.2M |
| Northstar Advisory Group, LLC | 4.67% | New | 95,644 | $7.1M |
| American Financial & Tax Strategies Inc. | 3.83% | Reduce -1.6% | 95,437 | $7.1M |
| First PREMIER Bank | 1.74% | Add +0.5% | 91,559 | $6.8M |
| MML Investors Services, LLC | 0.02% | Add +5.0% | 90,951 | $6.8M |
| Strategic Family Wealth Counselors, L.L.C. | 2.17% | Add +0.2% | 89,396 | $6.7M |
| Essex Financial Services, Inc. | 0.44% | Reduce -4.2% | 82,559 | $6.2M |
| Allworth Financial LP | 0.03% | Add +4.8% | 85,255 | $6.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.6% | 76,595 | $5.7M |
| Cherry Tree Wealth Management, LLC | 1.36% | Reduce -3.0% | 75,710 | $5.7M |
| Glenmede Trust Co. NA | 0.03% | No change | 72,880 | $5.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -15.5% | 71,959 | $5.4M |
| Graham Capital Management, L.P. | 0.24% | New | 70,000 | $5.2M |
| Curi Capital, LLC | 0.13% | Reduce -10.6% | 69,235 | $5.2M |
| Stephens Inc. | 0.08% | Reduce -2.5% | 69,136 | $5.2M |
| Dynasty Wealth Management, LLC | 0.09% | Reduce -86.4% | 69,065 | $5.2M |
| Sovereign Investment Advisors, LLC | 1.79% | Add +13.9% | 78,036 | $5.1M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +246.4% | 68,613 | $5.1M |
| J.W. Cole Advisors, Inc. | 0.16% | Reduce -20.1% | 67,969 | $5.1M |
| Advisors Preferred, LLC | 0.68% | Reduce -13.5% | 67,462 | $5.0M |
| Focus Partners Wealth | 0.01% | Add +122.6% | 67,447 | $5.0M |
| UMB Bank, n.a. | 0.08% | Reduce -5.9% | 67,305 | $5.0M |
| Trek Financial, LLC | 0.36% | Reduce -0.2% | 66,463 | $5.0M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -57.3% | 66,273 | $5.0M |
| Farther Finance Advisors, LLC | 0.13% | Add +171.6% | 65,720 | $4.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -11.5% | 64,624 | $4.8M |
| Independent Financial Group, LLC | 0.17% | Add +38.9% | 64,552 | $4.8M |
| Renaissance Technologies | 0.01% | Add +149.2% | 64,300 | $4.8M |
| Captrust Financial Advisors | 0.01% | Add +98.8% | 63,229 | $4.7M |
| Integrated Advisors Network LLC | 0.24% | Reduce -6.9% | 62,697 | $4.7M |
| Cozad Asset Management Inc. | 0.46% | Add +2.2% | 61,646 | $4.6M |
| Reyes Financial Architecture, Inc. | 3.37% | New | 61,297 | $4.6M |
| PFG Investments, LLC | 0.29% | Reduce -1.8% | 60,121 | $4.5M |
| Burns Matteson Capital Management, LLC | 2.40% | Reduce -5.2% | 59,704 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +3.0% | 59,157 | $4.4M |
| Pacific Center for Financial Services | 1.14% | Reduce -14.3% | 57,406 | $4.3M |
| G&S Capital LLC | 1.82% | Add +6.0% | 57,396 | $4.3M |
| Advisor Resource Council | 0.35% | New | 62,255 | $4.3M |
| Fortis Group Advisors, LLC | 0.83% | Reduce -30.2% | 57,368 | $4.3M |
| Principal Securities, Inc. | 0.10% | No change | 61,059 | $4.3M |
| Klingman & Associates, LLC | 0.26% | No change | 57,181 | $4.3M |
| Pinnacle Wealth Management Group, Inc. | 2.96% | Reduce -8.8% | 56,826 | $4.2M |
| Focus Financial Network, Inc. | 0.16% | Reduce -2.2% | 53,616 | $4.0M |
| Transamerica Financial Advisors, LLC | 0.41% | Reduce -4.1% | 53,598 | $4.0M |
| Ausdal Financial Partners, Inc. | 0.30% | Add +0.0% | 52,787 | $3.9M |
| Runnymede Capital Advisors, Inc. | 3.74% | Add +350.8% | 52,195 | $3.9M |
| Ellis Investment Partners, LLC | 0.81% | Reduce -5.3% | 52,173 | $3.9M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -1.1% | 50,495 | $3.8M |
| BNP Paribas Financial Markets | 0.00% | Add +25007.1% | 49,712 | $3.7M |
| Tidal Investments LLC | 0.03% | New | 49,605 | $3.7M |
| Flagship Harbor Advisors, LLC | 0.19% | Add +0.4% | 49,530 | $3.7M |
| GTS Securities LLC | 0.16% | Add +21.8% | 49,131 | $3.7M |
| Convergence Financial, LLC | 0.72% | New | 48,974 | $3.7M |
| Northwest & Ethical Investments L.P. | 0.10% | Add +827.1% | 48,247 | $3.6M |
| Optima Capital LLC | 2.29% | New | 48,082 | $3.6M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -3.3% | 47,147 | $3.5M |
| Amundi | 0.00% | New | 47,400 | $3.5M |
| Milestone Investment Advisors LLC | 0.97% | Reduce -0.7% | 46,778 | $3.5M |
| Johnson & White Wealth Management, LLC | 1.92% | Reduce -0.3% | 45,894 | $3.4M |
| Clear Creek Financial Management, LLC | 0.35% | Add +9.7% | 45,774 | $3.4M |
| Creekmur Asset Management LLC | 0.71% | Reduce -1.4% | 45,332 | $3.4M |
| Arkadios Wealth Advisors | 0.13% | Add +194.6% | 45,257 | $3.4M |
| Scotia Capital Inc. | 0.02% | Reduce -10.4% | 45,253 | $3.4M |
| Oppenheimer & Co. Inc. | 0.05% | Add +11.1% | 45,199 | $3.4M |
| IFG Advisory, LLC | 0.18% | Add +28.6% | 43,914 | $3.3M |
| Mgo One Seven LLC | 0.13% | Add +5.4% | 43,862 | $3.3M |
| Western Wealth Management, LLC | 0.21% | Reduce -8.1% | 42,748 | $3.2M |
| Waverly Advisors, LLC | 0.04% | Reduce -2.1% | 42,570 | $3.2M |
| Sard Wealth Management Group, LLC | 2.07% | Add +0.7% | 41,340 | $3.1M |
| Park Edge Advisors, LLC | 0.85% | Reduce -15.4% | 40,972 | $3.1M |
| First Horizon Advisors, Inc. | 0.09% | Reduce -0.4% | 40,956 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -68.6% | 40,630 | $3.0M |
| TruWealth Advisors, LLC | 0.18% | Add +6.3% | 40,072 | $3.0M |
| Corundum Group, Inc. | 1.43% | Reduce -35.0% | 39,780 | $3.0M |
| WCG Wealth Advisors LLC | 0.21% | Reduce -5.2% | 37,438 | $2.8M |
| Cerity Partners LLC | 0.01% | Reduce -3.0% | 37,368 | $2.8M |
| John W. Brooker & Co., CPAs | 1.15% | Reduce -0.9% | 37,120 | $2.8M |
| Tradition Wealth Management, LLC | 0.24% | Reduce -0.7% | 36,891 | $2.8M |
| Schaeffer Financial LLC | 2.98% | Reduce -1.1% | 36,206 | $2.7M |
| High Net Worth Advisory Group LLC | 0.75% | Add +0.2% | 35,602 | $2.7M |
| Liberty One Investment Management, LLC | 0.26% | Reduce -1.9% | 34,887 | $2.6M |
| Avant Capital LLC | 2.15% | Add +1.6% | 34,677 | $2.6M |
| Syntegra Private Wealth Group, LLC | 0.30% | Reduce -7.8% | 34,399 | $2.6M |
| World Investment Advisors | 0.07% | Add +252.8% | 34,372 | $2.6M |
| Prosperity Consulting Group, LLC | 0.20% | Add +1.2% | 34,276 | $2.6M |
| EP Wealth Advisors, LLC | 0.02% | Add +0.4% | 33,151 | $2.5M |
| WT Wealth Management | 0.80% | Add +8.8% | 33,025 | $2.5M |
| WealthBridge Capital Management, LLC | 0.69% | Reduce -0.2% | 32,920 | $2.5M |
| Sheets Smith Wealth Management | 0.30% | Add +0.0% | 32,767 | $2.4M |
| Weaver Capital Management LLC | 0.65% | Add +0.1% | 32,557 | $2.4M |
| Citigroup Inc. | 0.00% | Add +104.0% | 32,258 | $2.4M |
| Cumberland Partners Ltd | 0.19% | New | 32,175 | $2.4M |
| Northwest Capital Management Inc | 0.98% | Reduce -24.2% | 31,765 | $2.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.3% | 31,012 | $2.3M |
| Investors Research Corp | 0.49% | Reduce -0.6% | 30,571 | $2.3M |
| Parallel Advisors, LLC | 0.05% | Reduce -4.2% | 30,542 | $2.3M |
| Bank of Montreal | 0.00% | Reduce -77.8% | 30,268 | $2.3M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -0.7% | 30,200 | $2.3M |
| Verdence Capital Advisors LLC | 0.17% | Reduce -0.4% | 30,152 | $2.3M |
| Adero Partners, LLC | 0.15% | Reduce -9.7% | 29,808 | $2.2M |
| Tennessee Valley Asset Management Partners | 0.36% | Add +727.5% | 29,681 | $2.2M |
| LMCG Investments, LLC | 0.15% | Add +46.8% | 29,469 | $2.2M |
| Clear Harbor Asset Management, LLC | 0.17% | Add +14.3% | 29,254 | $2.2M |
| XML Financial, LLC | 0.20% | Reduce -1.8% | 28,944 | $2.2M |
| Napa Wealth Management | 1.20% | New | 28,603 | $2.1M |
| Ridgewood Investments LLC | 1.00% | Add +0.1% | 28,570 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +100.0% | 28,042 | $2.1M |
| Wealthspire Retirement, LLC | 0.17% | Reduce -8.1% | 27,984 | $2.1M |
| &partners | 0.02% | Reduce -7.1% | 28,116 | $2.1M |
| Financial Advocates Investment Management | 0.14% | Reduce -8.2% | 27,507 | $2.1M |
| Silverlake Wealth Management LLC | 0.79% | Reduce -1.2% | 27,468 | $2.1M |
| CreativeOne Wealth, LLC | 0.06% | Add +7.9% | 27,404 | $2.0M |
| Jaffetilchin Investment Partners, LLC | 0.15% | Reduce -0.9% | 27,146 | $2.0M |
| Perigon Wealth Management, LLC | 0.05% | Add +3.4% | 26,939 | $2.0M |
| Kingstone Capital Partners Texas, LLC | 1.61% | Reduce -5.3% | 26,798 | $2.0M |
| Advisory Alpha, LLC | 0.07% | Add +6.0% | 26,499 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.12% | Reduce -1.2% | 26,442 | $2.0M |
| Woodmont Investment Counsel LLC | 0.14% | Reduce -0.6% | 26,426 | $2.0M |
| Nikulski Financial, Inc. | 0.59% | Reduce -0.0% | 26,345 | $2.0M |
| Trinity Wealth Management, LLC | 0.89% | Reduce -1.9% | 26,224 | $2.0M |
| Acorn Wealth Advisors, LLC | 0.81% | Reduce -2.1% | 26,005 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Add +646.9% | 25,684 | $1.9M |
| Laurel Wealth Planning LLC | 1.25% | Reduce -2.7% | 25,221 | $1.9M |
| D.A. Davidson & Co. | 0.02% | Add +11.0% | 25,220 | $1.9M |
| Novare Capital Management LLC | 0.16% | New | 24,817 | $1.9M |
| MorganRosel Wealth Management, LLC | 0.56% | Add +1.2% | 24,620 | $1.8M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -0.1% | 24,553 | $1.8M |
| Tompkins Financial Corp. | 0.17% | No change | 24,187 | $1.8M |
| GWN Securities Inc. | 0.10% | Add +473.5% | 24,564 | $1.8M |
| Paragon Private Wealth Management, LLC | 0.82% | Reduce -16.0% | 23,739 | $1.8M |
| SteelPeak Wealth, LLC | 0.07% | Add +2.6% | 23,201 | $1.7M |
| PAX Financial Group, LLC | 0.31% | New | 23,101 | $1.7M |
| Simplex Trading, LLC | 0.06% | Add +102.1% | 23,090 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +75.2% | 22,787 | $1.7M |
| Old North State Trust, LLC | 1.08% | No change | 24,281 | $1.7M |
| Amplius Wealth Advisors, LLC | 0.18% | Add +0.3% | 22,671 | $1.7M |
| Consolidated Portfolio Review Corp | 0.27% | Add +3.7% | 22,435 | $1.7M |
| Great Waters Wealth Management | 0.23% | Reduce -3.4% | 22,415 | $1.7M |
| Lloyd Advisory Services, LLC. | 0.82% | New | 21,831 | $1.6M |
| Long Island Wealth Management, Inc. | 0.99% | Reduce -1.3% | 21,650 | $1.6M |
| Comerica Bank | 0.01% | Reduce -9.9% | 21,601 | $1.6M |
| Blair William & Co. | 0.00% | Reduce -7.0% | 21,451 | $1.6M |
| Transatlantique Private Wealth LLC | 0.62% | Add +0.1% | 20,956 | $1.6M |
| Visionary Wealth Advisors | 0.09% | Add +2.3% | 20,869 | $1.6M |
| Northcape Wealth Management, LLC | 0.50% | Reduce -5.2% | 20,529 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +299.3% | 20,392 | $1.5M |
| Tranquility Partners, LLC | 0.58% | Reduce -3.2% | 20,065 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.7% | 19,990 | $1.5M |
| ORG Partners LLC | 0.37% | Add +13226.7% | 19,457 | $1.5M |
| MGB Wealth Management, LLC | 0.53% | Add +5.4% | 19,496 | $1.5M |
| SageView Advisory Group, LLC | 0.06% | Add +0.9% | 19,349 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -3.3% | 19,341 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -2.3% | 19,132 | $1.4M |
| Santori & Peters, Inc. | 0.58% | Add +0.2% | 19,116 | $1.4M |
| Tempus Wealth Planning, LLC | 0.43% | Reduce -6.6% | 19,051 | $1.4M |
| Seamount Financial Group Inc. | 0.97% | Reduce -3.7% | 18,998 | $1.4M |
| Riggs Asset Managment Co. Inc. | 0.40% | New | 18,955 | $1.4M |
| Townsquare Capital LLC | 0.01% | Add +1.6% | 18,893 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -0.3% | 18,641 | $1.4M |
| Belpointe Asset Management LLC | 0.07% | New | 18,579 | $1.4M |
| Midwest Financial Group LLC | 0.80% | Add +2.6% | 18,528 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.7% | 20,213 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Reduce -11.3% | 18,411 | $1.4M |
| Winthrop Capital Management, LLC | 0.37% | No change | 18,228 | $1.4M |
| Harfst & Associates, Inc. | 0.31% | No change | 18,188 | $1.4M |
| SouthState Bank Corp | 0.06% | No change | 18,160 | $1.4M |
| Capstone Wealth Management Group LLC | 1.07% | Add +0.1% | 17,968 | $1.3M |
| Diversify Advisory Services, LLC | 0.08% | Reduce -4.7% | 18,430 | $1.3M |
| Trilogy Capital Inc. | 0.07% | Add +5.8% | 17,827 | $1.3M |
| Laraway Financial Advisors Inc | 1.06% | Add +0.0% | 17,804 | $1.3M |
| TPG Advisors LLC | 1.04% | Reduce -3.4% | 17,654 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +85.4% | 17,622 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +85.4% | 17,622 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -17.3% | 17,443 | $1.3M |
| Hilltop Holdings Inc. | 0.08% | Reduce -9.5% | 17,433 | $1.3M |
| Two Sigma Securities, LLC | 0.20% | New | 17,339 | $1.3M |
| Chicago Partners Investment Group LLC | 0.04% | New | 17,705 | $1.3M |
| Monterey Private Wealth, Inc. | 0.38% | Reduce -2.1% | 17,263 | $1.3M |
| Virtus Wealth Solutions LLC | 0.38% | Add +0.4% | 16,816 | $1.3M |
| Trueblood Wealth Management, LLC | 0.58% | Reduce -10.9% | 16,762 | $1.3M |
| Moneywise, Inc. | 0.65% | Add +0.2% | 16,350 | $1.2M |
| Flagship Private Wealth, LLC | 0.56% | Add +14.0% | 15,776 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +5.3% | 15,684 | $1.2M |
| SC&H Financial Advisors, Inc. | 0.23% | Reduce -16.5% | 15,599 | $1.2M |
| Tyler-Stone Wealth Management | 0.21% | Reduce -0.5% | 15,573 | $1.2M |
| Ameritas Advisory Services, LLC | 0.05% | Add +0.2% | 16,174 | $1.2M |
| Centaurus Financial, Inc. | 0.07% | Add +324.5% | 15,435 | $1.2M |
| HBW Advisory Services LLC | 0.16% | Reduce -2.0% | 15,182 | $1.1M |
| Onyx Bridge Wealth Group LLC | 0.16% | Add +0.4% | 15,047 | $1.1M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -4.3% | 15,040 | $1.1M |
| Perennial Investment Advisors, LLC | 0.13% | Add +8.3% | 14,920 | $1.1M |
| Principle Wealth Partners LLC | 0.08% | No change | 14,836 | $1.1M |
| Brown Wealth Management, LLC | 0.38% | Add +0.0% | 14,811 | $1.1M |
| Greystone Financial Group, LLC | 0.20% | New | 14,777 | $1.1M |
| Integrity Alliance, Llc. | 0.04% | Add +394.6% | 14,749 | $1.1M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +90.9% | 14,637 | $1.1M |
| Lodestar Private Asset Management LLC | 0.13% | Add +0.1% | 14,324 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -5.2% | 14,278 | $1.1M |
| Financial & Tax Architects, LLC | 0.27% | Reduce -23.7% | 14,153 | $1.1M |
| Patten & Patten Inc. | 0.07% | Reduce -0.4% | 14,113 | $1.1M |
| Ancora Advisors LLC | 0.02% | No change | 14,040 | $1.0M |
| AG Asset Advisory, LLC | 1.08% | No change | 14,037 | $1.0M |
| Sound Financial Strategies Group, LLC | 0.93% | New | 14,003 | $1.0M |
| Variant Private Wealth, LLC | 1.12% | Add +0.4% | 14,003 | $1.0M |
| City Center Advisors, LLC | 1.22% | Add +80.6% | 13,999 | $1.0M |
| Lunt Capital Management, Inc. | 0.38% | New | 13,987 | $1.0M |
| American Capital Advisory, LLC | 0.56% | Add +6.6% | 13,952 | $1.0M |
| AQR Capital Management | 0.00% | Add +151.8% | 13,736 | $1.0M |
| MTM Investment Management, LLC | 0.39% | No change | 13,558 | $1.0M |
| Brookwood Investment Group LLC | 0.17% | — | 13,521 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +30.8% | 13,470 | $1.0M |
| PMG Wealth Management, Inc. | 1.07% | No change | 13,455 | $1.0M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -8.8% | 13,270 | $992K |
| GPS Wealth Strategies Group, LLC | 0.13% | Reduce -6.1% | 13,142 | $982K |
| Continuum Wealth Advisors, LLC | 0.50% | Reduce -0.6% | 13,110 | $980K |
| Wood Tarver Financial Group, LLC | 0.32% | Reduce -5.2% | 13,077 | $977K |
| Round Rock Advisors LLC | 0.18% | Add +0.0% | 13,042 | $975K |
| Sigma Planning Corp | 0.03% | Add +32.5% | 13,031 | $974K |
| Kovack Advisors, Inc. | 0.10% | Reduce -4.5% | 13,023 | $973K |
| Meridian Financial Advisors, LLC | 0.68% | Reduce -0.8% | 13,008 | $972K |
| JTC Employer Solutions Trustee Ltd | 0.08% | No change | 13,000 | $971K |
| Creative Financial Designs Inc. | 0.08% | Add +17.3% | 12,946 | $967K |
| Orca Investment Management, LLC | 0.96% | No change | 12,918 | $965K |
| Brighton Jones LLC | 0.03% | Reduce -1.4% | 12,897 | $964K |
| Moneco Advisors, LLC | 0.10% | Add +1.3% | 12,804 | $957K |
| Patriot Investment Management Group, Inc. | 0.07% | No change | 12,766 | $954K |
| Legacy Private Trust Co. | 0.07% | Reduce -7.3% | 12,668 | $947K |
| Sage Mountain Advisors LLC | 0.07% | Reduce -0.1% | 12,635 | $944K |
| Landaas & Co. /Wi | 0.26% | Reduce -0.9% | 12,587 | $940K |
| Silver Oak Securities, Incorporated | 0.09% | Add +201.4% | 12,675 | $934K |
| Kingswood Wealth Advisors, LLC | 0.08% | Reduce -16.4% | 12,445 | $930K |
| BlackRock, Inc. | 0.00% | Add +8.8% | 12,427 | $929K |
| Allied Investment Advisors, LLC | 0.17% | No change | 12,200 | $912K |
| Uptick Partners, LLC | 0.31% | Reduce -4.5% | 12,192 | $911K |
| Summit Trail Advisors, LLC | 0.03% | No change | 12,102 | $904K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -5.4% | 12,012 | $898K |
| Blake Schutter Theil Wealth Advisors, LLC | 1.02% | Reduce -9.5% | 11,958 | $894K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -13.5% | 11,891 | $889K |
| Coppell Advisory Solutions LLC | 0.12% | Add +306.3% | 9,236 | $875K |
| Keybank National Association | 0.00% | Add +0.8% | 11,678 | $873K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -28.2% | 11,606 | $867K |
| Wolff Financial Management LLC | 0.24% | Add +0.3% | 11,584 | $866K |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -9.3% | 11,572 | $865K |
| DHJJ Financial Advisors, Ltd. | 0.35% | Reduce -5.9% | 11,473 | $857K |
| Eastern Bank | 0.02% | No change | 11,445 | $855K |
| Choreo, LLC | 0.01% | Reduce -0.8% | 11,433 | $854K |
| Magnus Financial Group LLC | 0.08% | Add +3.4% | 11,429 | $854K |
| Whittier Trust Co. | 0.01% | No change | 11,405 | $852K |
| Clearwater Capital Advisors, LLC | 0.08% | No change | 11,351 | $848K |
| Citizens Financial Group Inc. | 0.02% | Add +0.1% | 11,349 | $848K |
| Viawealth, LLC | 0.52% | Reduce -4.4% | 11,284 | $843K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -6.5% | 11,283 | $843K |
| Park Avenue Securities LLC | 0.01% | Reduce -67.9% | 11,288 | $843K |
| Clark Asset Management, LLC | 0.14% | No change | 11,200 | $837K |
| Synovus Financial Corp. | 0.01% | Reduce -16.6% | 11,188 | $836K |
| Asset Dedication, LLC | 0.07% | No change | 11,169 | $835K |
| Kingsview Wealth Management, LLC | 0.02% | Add +4.0% | 11,123 | $831K |
| Financial Life Advisors | 0.31% | New | 11,007 | $822K |
| Grey Fox Wealth Advisors, LLC | 0.22% | Reduce -0.3% | 10,872 | $812K |
| Hicks Capital Management LLC | 1.06% | — | 10,717 | $801K |
| Westbourne Investments, Inc. | 0.48% | Reduce -0.9% | 10,611 | $793K |
| Fortis Capital Advisors, LLC | 0.16% | New | 10,591 | $791K |
| Harvest Investment Services, LLC | 0.22% | Reduce -55.2% | 10,558 | $789K |
| Whipplewood Advisors, LLC | 0.46% | Add +97.2% | 20,490 | $784K |
| Sensible Money, LLC | 0.33% | No change | 10,453 | $781K |
| Bedel Financial Consulting, Inc. | 0.11% | Add +0.0% | 10,679 | $774K |
| Smith Salley Wealth Management | 0.05% | Reduce -43.6% | 10,362 | $774K |
| RFG Advisory, LLC | 0.02% | Reduce -4.5% | 10,265 | $767K |
| Journey Strategic Wealth LLC | 0.03% | Add +12.3% | 10,252 | $766K |
| CENTRAL TRUST Co | 0.02% | No change | 10,245 | $766K |
| Capital Advisors Inc. | 0.02% | Add +16.2% | 10,122 | $756K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,120 | $756K |
| TFG Advisers LLC | 0.27% | Add +0.3% | 10,093 | $754K |
| Yarbrough Capital, LLC | 0.03% | No change | 10,000 | $747K |
| Brick & Kyle, Associates | 0.34% | Add +0.2% | 10,030 | $745K |
| Synergy Investment Management, LLC | 0.31% | Reduce -5.8% | 9,827 | $734K |
| Optivise Advisory Services LLC | 0.41% | Add +0.0% | 9,756 | $729K |
| DAVENPORT & Co LLC | 0.00% | Add +98.3% | 9,738 | $728K |
| Allred Capital Management, LLC | 0.29% | Add +0.1% | 9,705 | $724K |
| Graypoint LLC | 0.04% | Reduce -1.1% | 9,409 | $703K |
| Intrepid Financial Planning Group LLC | 0.33% | Reduce -7.1% | 9,402 | $703K |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.8% | 9,310 | $695K |
| Red Door Wealth Management, LLC | 0.10% | No change | 9,199 | $687K |
| IFP Advisors, Inc | 0.02% | Reduce -3.7% | 9,146 | $683K |
| Rede Wealth, LLC | 0.24% | No change | 9,049 | $676K |
| Woodside Wealth Management LLC | 0.62% | — | 8,948 | $669K |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 8,820 | $659K |
| Moloney Securities Asset Management, LLC | 0.09% | Reduce -14.4% | 8,471 | $633K |
| US Bancorp \de | 0.00% | Add +33.3% | 8,458 | $632K |
| Summit Wealth Partners, LLC | 0.13% | No change | 8,445 | $631K |
| Highland Capital Management, LLC | 0.04% | Reduce -11.9% | 8,399 | $628K |
| Ascentis Independent Advisors | 0.12% | Reduce -10.3% | 8,349 | $624K |
| Trust Co. of Oklahoma | 0.22% | Reduce -3.2% | 8,348 | $624K |
| Elevation Capital Advisory, LLC | 0.27% | New | 8,321 | $622K |
| Barclays PLC | 0.00% | Reduce -30.9% | 8,300 | $620K |
| Lakeridge Wealth Management LLC | 0.31% | Reduce -15.6% | 8,286 | $619K |
| Townsend Asset Management Corp. /NC/ | 0.24% | Add +0.3% | 8,251 | $617K |
| TKG Advisors, LLC | 0.30% | Reduce -4.8% | 8,169 | $610K |
| Summit Financial, LLC | 0.02% | Add +43.3% | 8,105 | $606K |
| Faithward Advisors, LLC | 0.11% | Add +0.1% | 8,090 | $604K |
| Benjamin Edwards Inc. | 0.01% | Reduce -58.2% | 8,083 | $604K |
| Atria Investments, Inc | 0.01% | Add +126.4% | 8,057 | $602K |
| Pathstone Holdings, LLC | 0.00% | No change | 8,007 | $598K |
| Merkkuri Wealth Advisors LLC | 0.51% | Add +0.4% | 7,969 | $595K |
| Mullooly Asset Management, Inc. | 0.27% | — | 7,965 | $595K |
| Mission Creek Capital Partners, Inc. | 0.14% | No change | 7,918 | $592K |
| D. E. Shaw & Co. | 0.00% | Reduce -79.8% | 7,903 | $591K |
| Prosperity Wealth Management, Inc. | 0.27% | Reduce -1.6% | 7,807 | $583K |
| Rothschild Investment LLC | 0.04% | No change | 7,807 | $583K |
| Bokf, NA | 0.01% | No change | 7,806 | $583K |
| One Capital Management, LLC | 0.02% | Add +66.2% | 7,802 | $583K |
| Modera Wealth Management, LLC | 0.01% | No change | 7,765 | $580K |
| Panoramic Investment Advisors, LLC | 0.39% | Add +0.4% | 7,755 | $579K |
| StoneX Group Inc. | 0.03% | Reduce -1.4% | 7,667 | $573K |
| Joseph P. Lucia & Associates, LLC | 0.26% | Reduce -3.2% | 7,656 | $572K |
| Trust Co. of Vermont | 0.03% | Add +15.1% | 7,630 | $570K |
| Redwood Financial Network Corp | 0.43% | Reduce -2.0% | 7,626 | $570K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Reduce -39.5% | 7,600 | $568K |
| Rockingstone Advisors LLC | 0.26% | Reduce -8.9% | 7,585 | $567K |
| Graves Light Lenhart Wealth, Inc. | 0.07% | Add +8.4% | 7,578 | $566K |
| Wedbush Securities Inc. | 0.02% | Reduce -5.0% | 7,576 | $566K |
| Berger Financial Group, Inc | 0.04% | Reduce -1.8% | 7,440 | $556K |
| International Assets Investment Management, LLC | 0.05% | Reduce -4.0% | 7,435 | $556K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -9.1% | 7,338 | $548K |
| Centurion Wealth Management LLC | 0.17% | No change | 7,755 | $543K |
| East Coast Asset Management, LLC. | 0.19% | No change | 7,191 | $537K |
| Venture Visionary Partners LLC | 0.02% | Reduce -8.6% | 7,118 | $532K |
| Symmetry Partners, LLC | 0.07% | New | 7,112 | $531K |
| BluePointe Capital Management, LLC | 0.20% | No change | 7,082 | $529K |
| Aspiriant, LLC | 0.02% | No change | 7,014 | $524K |
| Guerra Pan Advisors, LLC | 0.41% | No change | 7,013 | $524K |
| Simon Quick Advisors, LLC | 0.03% | Add +0.4% | 6,993 | $522K |
| Zhang Financial LLC | 0.03% | Add +63.4% | 6,905 | $516K |
| Creekside Partners | 0.27% | No change | 6,842 | $511K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -1.1% | 6,840 | $511K |
| Olistico Wealth, LLC | 0.32% | No change | 6,835 | $511K |
| Tanglewood Legacy Advisors, LLC | 0.22% | No change | 6,811 | $509K |
| Trust Point Inc. | 0.05% | Reduce -0.7% | 6,801 | $508K |
| Quadrature Capital Ltd | 0.01% | Reduce -68.5% | 6,747 | $504K |
| Life Line Wealth Management LLC | 0.18% | Add +0.1% | 6,618 | $495K |
| Harbour Investments, Inc. | 0.01% | Add +68.8% | 6,593 | $493K |
| Regal Investment Advisors LLC | 0.04% | New | 6,585 | $492K |
| RIA Advisory Group LLC | 0.16% | New | 6,550 | $489K |
| Family Capital Management, Inc. | 0.30% | No change | 6,547 | $489K |
| Compass Advisory Group LLC | 0.17% | Add +0.4% | 6,545 | $489K |
| Sequent Planning LLC | 0.18% | Reduce -17.4% | 6,522 | $487K |
| OneAscent Wealth Management LLC | 0.21% | Reduce -12.4% | 6,476 | $484K |
| Northwest Financial Advisors | 0.40% | No change | 6,451 | $482K |
| CFO4Life Group, LLC | 0.08% | Add +0.1% | 6,440 | $481K |
| Wetzel Investment Advisors, Inc. | 0.24% | No change | 6,438 | $481K |
| Mather Group, Llc. | 0.01% | Add +1.6% | 6,345 | $474K |
| Segment Wealth Management, LLC | 0.03% | Reduce -0.2% | 6,334 | $473K |
| FLP Wealth Management, LLC | 1.48% | New | 6,249 | $467K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.0% | 6,228 | $465K |
| Providence First Trust Co | 0.19% | Reduce -2.4% | 6,216 | $464K |
| Wesbanco Bank Inc. | 0.02% | No change | 6,215 | $464K |
| Apollon Financial, LLC | 0.11% | Reduce -1.1% | 6,199 | $463K |
| Lanark Financial, Inc. | 0.04% | — | 6,158 | $460K |
| AlphaStar Capital Management, LLC | 0.05% | Reduce -0.5% | 6,156 | $460K |
| Flagstar Securities, Inc. | 0.12% | Add +0.0% | 6,098 | $456K |
| Private Trust Co. NA | 0.05% | Add +13.5% | 6,085 | $455K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.9% | 6,061 | $453K |
| Heritage Family Offices, LLP | 0.23% | Reduce -0.2% | 6,024 | $450K |
| TLWM | 0.09% | Reduce -2.4% | 6,013 | $449K |
| Gradient Capital Advisors, LLC | 0.15% | No change | 5,958 | $445K |
| Flaharty Asset Management, LLC | 0.06% | No change | 5,920 | $442K |
| Ascentis Wealth Management, LLC | 0.14% | Add +0.0% | 5,897 | $441K |
| Valmark Advisers, Inc. | 0.01% | Add +3.4% | 5,865 | $438K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -47.3% | 5,865 | $438K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1569.8% | 5,861 | $438K |
| WBH Advisory Inc. | 0.04% | Reduce -2.3% | 5,859 | $438K |
| Romano Brothers and Company | 0.06% | No change | 5,850 | $437K |
| Northern Trust Corp. | 0.00% | Add +29.3% | 5,848 | $437K |
| B.O.S.S. Retirement Advisors, LLC | 0.13% | New | 5,816 | $435K |
| HTG Investment Advisors, Inc. | 0.18% | Reduce -13.4% | 5,721 | $427K |
| Kendall Capital Management | 0.13% | Reduce -7.7% | 5,720 | $427K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -4.2% | 5,670 | $424K |
| Biltmore Family Office, LLC | 0.07% | No change | 5,625 | $420K |
| Win Advisors, Inc. | 0.21% | New | 5,566 | $416K |
| Bravias Capital Group, LLC | 0.34% | Add +2.5% | 5,545 | $414K |
| Pacific Sun Financial Corp | 0.23% | Reduce -2.1% | 5,516 | $412K |
| Seneca House Advisors | 0.18% | Reduce -0.0% | 5,503 | $411K |
| Hazlett, Burt & Watson, Inc. | 0.18% | Add +0.8% | 5,493 | $411K |
| Spire Wealth Management | 0.01% | Add +0.1% | 5,500 | $411K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.9% | 5,495 | $411K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -51.3% | 5,475 | $409K |
| Wealth Management Associates, Inc. | 0.17% | Reduce -2.8% | 5,465 | $408K |
| HCR Wealth Advisors | 0.05% | Add +0.5% | 5,333 | $399K |
| Strategic Equity Management | 0.17% | No change | 5,324 | $398K |
| McCarter Private Wealth Services LLC | 0.26% | No change | 5,322 | $398K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.1% | 5,297 | $396K |
| New Century Financial Group, LLC | 0.46% | New | 5,290 | $395K |
| Curated Wealth Partners LLC | 0.05% | Reduce -21.6% | 5,235 | $391K |
| Cross Staff Investments Inc | 0.29% | No change | 5,134 | $384K |
| Ascent Group, LLC | 0.02% | New | 5,133 | $384K |
| Neuberger Berman Group LLC | 0.00% | Reduce -9.7% | 5,100 | $381K |
| Dakota Wealth Management | 0.01% | No change | 5,050 | $377K |
| KWB Wealth | 0.05% | Reduce -15.9% | 5,381 | $377K |
| High Falls Advisors, Inc | 0.09% | Add +0.2% | 5,013 | $375K |
| Leo Wealth, LLC | 0.05% | No change | 5,002 | $374K |
| Investment Partners, LTD. | 0.15% | Add +0.3% | 4,975 | $372K |
| IAM Advisory, LLC | 0.10% | Add +8.5% | 4,957 | $370K |
| Meridian Investment Counsel Inc. | 0.11% | No change | 4,948 | $370K |
| Berkeley Capital Partners, LLC | 0.10% | Reduce -5.8% | 4,922 | $368K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 5,129 | $367K |
| Transform Wealth, LLC | 0.02% | No change | 4,900 | $366K |
| Gen-Wealth Partners Inc | 0.15% | No change | 4,876 | $364K |
| Parkside Financial Bank & Trust | 0.05% | No change | 4,875 | $364K |
| Novak & Powell Financial Services, Inc. | 0.23% | Reduce -11.0% | 4,841 | $362K |
| Jacobi Capital Management LLC | 0.03% | Add +0.3% | 4,788 | $358K |
| Quantinno Capital Management LP | 0.00% | New | 4,772 | $357K |
| TrueWealth Advisors, LLC | 0.12% | No change | 4,761 | $356K |
| Verus Capital Partners, LLC | 0.04% | Add +14.2% | 4,757 | $355K |
| Medallion Wealth Advisors, LLC | 0.16% | No change | 4,716 | $352K |
| Castle Wealth Management LLC | 0.14% | No change | 4,700 | $351K |
| BOK Financial Private Wealth, Inc. | 0.03% | Reduce -33.4% | 4,687 | $350K |
| Keystone Financial Group | 0.04% | Reduce -51.5% | 4,672 | $349K |
| Divergent Planning, LLC | 0.12% | No change | 4,706 | $349K |
| Novus Advisors, LLC | 0.35% | No change | 4,661 | $348K |
| Astoria Portfolio Advisors LLC. | 0.12% | Add +9.8% | 4,748 | $342K |
| Broyhill Asset Management, LLC | 0.27% | No change | 4,500 | $336K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.9% | 4,463 | $333K |
| Grant Private Wealth Management Inc | 0.36% | New | 4,428 | $331K |
| Atlas Legacy Advisors, LLC | 0.08% | Reduce -0.8% | 4,421 | $330K |
| Prairie Wealth Advisors, Inc. | 0.16% | Add +1.5% | 4,420 | $330K |
| Arkansas Financial Group, Inc. | 0.06% | No change | 4,668 | $329K |
| BSW Wealth Partners | 0.05% | Add +0.1% | 4,399 | $329K |
| Diversified Enterprises, LLC | 0.03% | New | 4,396 | $328K |
| CW Advisors, LLC | 0.00% | Add +39.2% | 4,405 | $328K |
| Ieq Capital, LLC | 0.00% | New | 4,367 | $326K |
| Compass Capital Corp. /Ma/ | 0.17% | No change | 4,380 | $326K |
| Fifth Third Bancorp | 0.00% | No change | 4,338 | $324K |
| Csenge Advisory Group | 0.02% | Reduce -33.5% | 4,494 | $324K |
| Horan Securities, Inc. | 0.12% | Add +0.4% | 4,323 | $323K |
| CRA Financial Services, LLC | 0.06% | Add +0.1% | 4,305 | $322K |
| Compass Financial Group, INC | 0.06% | Add +0.4% | 4,278 | $320K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +34.9% | 4,273 | $319K |
| Meitav Investment House Ltd. | 0.01% | New | 4,277 | $317K |
| Beacon Financial Advisory LLC | 0.09% | Add +0.1% | 4,164 | $311K |
| EPG Wealth Management LLC | 0.09% | Add +0.4% | 4,119 | $308K |
| Tiaa Trust, National Association | 0.00% | Add +26.0% | 4,087 | $305K |
| Emergent Wealth Advisors, LLC | 0.22% | Reduce -15.6% | 4,046 | $302K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 4,034 | $301K |
| Newman Dignan & Sheerar, Inc. | 0.08% | No change | 4,028 | $301K |
| Earned Wealth Advisors, LLC | 0.07% | New | 4,027 | $301K |
| Money Concepts Capital Corp. | 0.02% | Add +7.2% | 4,009 | $300K |
| NBT Bank, N.A. | 0.02% | No change | 4,009 | $300K |
| Private Advisory Group LLC | 0.03% | Add +0.1% | 3,957 | $296K |
| Worth Financial Advisory Group, LLC | 0.19% | No change | 3,937 | $294K |
| Boston Family Office LLC | 0.02% | Add +8.4% | 3,938 | $294K |
| Cable Hill Partners, LLC | 0.03% | Add +32.5% | 4,021 | $293K |
| Clearview Wealth Advisors LLC | 0.22% | Reduce -7.8% | 3,918 | $293K |
| Wambolt & Associates, LLC | 0.10% | No change | 3,907 | $292K |
| Farmers Trust Co. | 0.05% | Add +26.0% | 3,905 | $292K |
| VestGen Advisors, LLC | 0.01% | — | 3,888 | $291K |
| Peterson Wealth Management | 0.19% | New | 3,875 | $290K |
| Moseley Investment Management Inc. | 0.11% | No change | 3,874 | $289K |
| Wealthfront Advisers LLC | 0.00% | Add +14.4% | 3,871 | $289K |
| Marshall Financial Group, LLC | 0.06% | Reduce -14.0% | 3,863 | $289K |
| Flow Traders U.S. LLC | 0.01% | Reduce -81.8% | 3,822 | $286K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -17.3% | 3,810 | $285K |
| Capstone Wealth Management Group, LLC | 0.16% | Reduce -71.2% | 3,803 | $284K |
| Carr Financial Group Corp | 0.09% | Add +0.0% | 3,800 | $284K |
| Florida Financial Advisors, LLC | 0.11% | New | 3,792 | $283K |
| Cibc World Market Inc. | 0.00% | Add +0.0% | 3,792 | $283K |
| HUB Investment Partners, LLC | 0.01% | No change | 3,779 | $282K |
| Bailard, Inc. | 0.01% | No change | 3,774 | $282K |
| Ground Swell Capital, LLC | 0.66% | New | 3,746 | $280K |
| Measured Wealth Private Client Group, LLC | 0.09% | Reduce -17.3% | 3,746 | $280K |
| OneAscent Family Office, LLC | 0.26% | No change | 3,736 | $279K |
| Tyche Wealth Partners LLC | 0.06% | No change | 3,720 | $278K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.8% | 3,702 | $277K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -7.9% | 3,670 | $274K |
| Lionshead Wealth Management, LLC | 0.28% | Reduce -30.4% | 3,665 | $274K |
| BlueChip Wealth Advisors LLC | 0.13% | No change | 3,652 | $273K |
| Falcon Wealth Planning | 0.03% | No change | 3,639 | $272K |
| Smith Thornton Advisors LLC | 0.17% | No change | 3,612 | $270K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 3,584 | $268K |
| Atlantic Private Wealth, LLC | 0.20% | Add +99.4% | 3,539 | $264K |
| Roman Butler Fullerton & Co. | 0.10% | Add +6.2% | 3,663 | $264K |
| Intellectus Partners, LLC | 0.07% | Add +0.1% | 3,534 | $264K |
| Heritage Oak Wealth Advisors LLC | 0.12% | New | 3,532 | $264K |
| Schrum Private Wealth Management LLC | 0.23% | Add +0.1% | 3,526 | $263K |
| Fort Point Capital Partners LLC | 0.03% | Add +0.0% | 3,519 | $263K |
| HFG Advisors, Inc. | 0.22% | No change | 3,500 | $262K |
| Merrion Investment Management Co, LLC | 0.19% | No change | 3,500 | $262K |
| Manhattan West Asset Management, LLC | 0.07% | No change | 3,500 | $262K |
| Simplicity Wealth,LLC | 0.02% | New | 3,482 | $260K |
| Essex Bank | 0.06% | Reduce -5.9% | 3,482 | $260K |
| Anchor Investment Management, LLC | 0.02% | No change | 3,454 | $258K |
| Evernest Financial Advisors, LLC | 0.09% | Add +0.4% | 3,453 | $258K |
| WESPAC Advisors SoCal, LLC | 0.07% | New | 3,384 | $253K |
| Fiduciary Financial Group, LLC | 0.05% | No change | 3,575 | $252K |
| KKM Financial LLC | 0.11% | No change | 3,367 | $252K |
| MFA Wealth Services | 0.21% | Add +0.1% | 3,359 | $251K |
| LVZ, Inc. | 0.03% | No change | 3,323 | $248K |
| SFG Wealth Management, LLC. | 0.12% | Reduce -1.8% | 3,322 | $248K |
| Stephen J. Garry & Associates, LLC | 0.23% | Add +0.1% | 3,310 | $247K |
| Innovative Wealth Building LLC | 0.23% | Reduce -30.3% | 3,303 | $247K |
| Stokes Family Office, LLC | 0.03% | No change | 3,281 | $245K |
| Apollon Wealth Management, LLC | 0.01% | No change | 3,277 | $245K |
| Goldstein Advisors, LLC | 0.04% | No change | 3,264 | $244K |
| Wealthcare Capital Partners, LLC | 0.13% | Add +0.2% | 3,261 | $244K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -2.8% | 3,260 | $244K |
| Hurley Capital, LLC | 0.18% | New | 3,255 | $243K |
| Investment Partners Asset Management, Inc. | 0.19% | No change | 3,253 | $243K |
| Northwest Bancshares, Inc. | 0.04% | Reduce -0.1% | 3,241 | $242K |
| Whitcomb & Hess, Inc. | 0.07% | Add +3.6% | 3,239 | $242K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -4.6% | 3,236 | $242K |
| Detalus Advisors, LLC | 0.08% | No change | 3,235 | $242K |
| Ring Mountain Capital, LLC | 0.18% | Reduce -5.3% | 3,210 | $240K |
| Winebrenner Capital Management LLC | 0.22% | Add +0.2% | 3,202 | $239K |
| Opulen Financial Group LLC | 0.22% | Add +0.0% | 3,193 | $239K |
| Kaizen Financial Strategies | 0.14% | New | 3,185 | $238K |
| Diversified Trust Co. | 0.01% | New | 3,173 | $237K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.8% | 3,169 | $237K |
| Carnegie Investment Counsel | 0.01% | Add +0.9% | 3,430 | $236K |
| D.B. Root & Company, LLC | 0.08% | Add +0.1% | 3,156 | $236K |
| Lodestone Wealth Management LLC | 0.13% | Add +1.1% | 3,154 | $236K |
| Basepoint Wealth LLC | 0.18% | Add +0.1% | 3,151 | $235K |
| Smartleaf Asset Management LLC | 0.02% | Add +8.8% | 3,156 | $233K |
| Wellspring Financial Advisors, LLC | 0.03% | Reduce -68.8% | 3,091 | $231K |
| Spinnaker Trust | 0.01% | No change | 3,076 | $230K |
| Transce3nd, LLC | 0.10% | Reduce -2.8% | 3,075 | $230K |
| TCFG Wealth Management, LLC | 0.12% | Add +0.1% | 3,059 | $229K |
| Cyndeo Wealth Partners, LLC | 0.01% | Add +0.4% | 3,022 | $226K |
| Balboa Wealth Partners | 0.05% | No change | 3,000 | $224K |
| Apriem Advisors | 0.03% | Reduce -0.6% | 3,000 | $224K |
| Stonegate Investment Group, LLC | 0.01% | No change | 3,000 | $224K |
| First Financial Bankshares Inc | 0.00% | No change | 2,982 | $223K |
| Appleton Partners Inc. | 0.02% | Reduce -11.6% | 2,933 | $219K |
| Pineridge Advisors LLC | 0.09% | Add +2.4% | 2,927 | $219K |
| WealthTrust Asset Management, LLC | 0.16% | No change | 2,923 | $218K |
| Savant Capital, LLC | 0.00% | Reduce -26.9% | 2,915 | $218K |
| CX Institutional | 0.01% | New | 2,902 | $217K |
| Capital Analysts, LLC | 0.01% | Add +3.3% | 2,883 | $215K |
| Ullmann Wealth Partners Group, LLC | 0.03% | No change | 2,873 | $215K |
| Leavell Investment Management, Inc. | 0.01% | New | 2,844 | $213K |
| 49 Wealth Management, LLC | 0.03% | Reduce -46.5% | 2,834 | $212K |
| GAMMA Investing LLC | 0.02% | Add +8.6% | 2,832 | $212K |
| Gradient Investments LLC | 0.00% | Reduce -29.7% | 2,828 | $211K |
| Moors & Cabot, Inc. | 0.01% | New | 2,812 | $210K |
| Realta Investment Advisors | 0.10% | Reduce -3.1% | 2,799 | $209K |
| Safeguard Investment Advisory Group, LLC | 0.06% | New | 2,795 | $209K |
| Sound Income Strategies, LLC | 0.01% | Add +1369.8% | 2,778 | $208K |
| Disciplined Investments, LLC | 0.10% | New | 2,768 | $207K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 2,762 | $206K |
| Traction Financial Partners, LLC | 0.16% | New | 2,761 | $206K |
| QRG Capital Management, Inc. | 0.00% | Reduce -6.9% | 2,757 | $206K |
| Latitude Advisors, LLC | 0.12% | New | 2,744 | $205K |
| Modern Wealth Management, LLC | 0.01% | New | 2,735 | $204K |
| Higgins & Schmidt Wealth Strategies LLC | 0.12% | New | 2,726 | $204K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | New | 2,724 | $204K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,724 | $204K |
| Conrad Siegel Investment Advisors, Inc. | 0.05% | New | 2,713 | $203K |
| Richwood Investment Advisors, LLC | 0.17% | New | 2,694 | $201K |
| SWS Partners | 0.07% | New | 2,685 | $201K |
| Heritage Financial Services, LLC | 0.02% | New | 2,684 | $201K |
| JPL Wealth Management, LLC | 0.06% | New | 2,680 | $200K |
| Larson Financial Group LLC | 0.01% | Add +489.2% | 2,575 | $192K |
| Global Trust Asset Management, LLC | 0.11% | Add +4.1% | 2,521 | $188K |
| Blue Trust, Inc. | 0.00% | No change | 2,389 | $179K |
| AdvisorNet Financial, Inc | 0.01% | Add +125.3% | 2,273 | $170K |
| WealthShield Partners, LLC | 0.02% | Reduce -11.2% | 2,218 | $166K |
| Archer Investment Corp | 0.04% | No change | 2,203 | $165K |
| Glassman Wealth Services | 0.03% | No change | 2,181 | $163K |
| Darwin Wealth Management, LLC | 0.05% | No change | 2,293 | $161K |
| Provident Wealth Management, LLC | 0.05% | No change | 2,106 | $157K |
| CVA Family Office, LLC | 0.02% | Add +0.4% | 2,106 | $157K |
| Russell Investments Group, Ltd. | 0.00% | Add +28.7% | 2,038 | $152K |
| Assetmark, Inc. | 0.00% | Add +7.0% | 2,038 | $152K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,012 | $150K |
| Main Street Group, LTD | 0.07% | Add +1.3% | 1,999 | $149K |
| Front Row Advisors LLC | 0.05% | No change | 1,897 | $142K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -70.1% | 1,873 | $140K |
| Nvwm, LLC | 0.04% | No change | 1,873 | $140K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 1,826 | $136K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +293.7% | 1,807 | $135K |
| Smithfield Trust Co | 0.01% | No change | 1,778 | $133K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -27.8% | 1,720 | $129K |
| Valley National Advisers Inc. | 0.02% | No change | 1,700 | $127K |
| Hughes Financial Services, LLC | 0.02% | New | 1,624 | $121K |
| Founders Capital Management | 0.08% | No change | 1,590 | $119K |
| Clear Investment Research, LLC | 0.16% | No change | 1,567 | $117K |
| Salomon & Ludwin, LLC | 0.01% | Add +11.1% | 1,547 | $116K |
| Bristlecone Advisors, LLC | 0.01% | No change | 1,529 | $114K |
| Olde Wealth Management, LLC | 0.04% | New | 1,433 | $107K |
| JNBA Financial Advisors | 0.01% | Add +16.8% | 1,381 | $103K |
| CoreCap Advisors, LLC | 0.00% | Reduce -54.4% | 1,313 | $98K |
| Arax Advisory Partners | 0.01% | Add +0.4% | 1,237 | $92K |
| Roble, Belko & Company, Inc | 0.01% | No change | 1,230 | $92K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 1,213 | $91K |
| Nalls Sherbakoff Group, LLC | 0.07% | — | 1,205 | $90K |
| United Community Bank | 0.03% | No change | 1,020 | $76K |
| Zions Bancorporation, National Association | 0.00% | — | 1,000 | $75K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 988 | $74K |
| Tidemark, LLC | 0.03% | Add +0.2% | 976 | $73K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -47.8% | 959 | $72K |
| HM Payson & Co. | 0.00% | No change | 959 | $72K |
| WPG Advisers, LLC | 0.06% | Reduce -17.4% | 899 | $67K |
| Fourth Dimension Wealth, LLC | 0.03% | No change | 854 | $64K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | No change | 850 | $64K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 796 | $59K |
| Costello Asset Management, INC | 0.02% | New | 788 | $59K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 813 | $57K |
| Delta Asset Management LLC | 0.01% | No change | 739 | $55K |
| Stephens Consulting, LLC | 0.01% | No change | 736 | $55K |
| Avondale Wealth Management | 0.03% | No change | 724 | $54K |
| IMG Wealth Management, Inc. | 0.05% | No change | 723 | $54K |
| Quadrant Capital Group LLC | 0.00% | No change | 713 | $53K |
| McIlrath & Eck, LLC | 0.01% | Reduce -24.1% | 670 | $50K |
| Wagner Wealth Management, LLC | 0.01% | Add +2.2% | 653 | $49K |
| Pandora Wealth, Inc. | 0.03% | — | 649 | $48K |
| Roxbury Financial LLC | 0.05% | Add +0.2% | 635 | $47K |
| Tsfg, LLC | 0.01% | No change | 625 | $47K |
| Friedenthal Financial | 0.02% | Reduce -0.7% | 543 | $41K |
| Millstone Evans Group, LLC | 0.03% | New | 534 | $40K |
| Solstein Capital, LLC | 0.02% | No change | 524 | $39K |
| Heck Capital Advisors, LLC | 0.00% | No change | 496 | $37K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 450 | $34K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 444 | $33K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 410 | $31K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 405 | $30K |
| Barrett & Company, Inc. | 0.01% | No change | 400 | $30K |
| Arlington Trust Co LLC | 0.01% | New | 400 | $30K |
| TruNorth Capital Management, LLC | 0.01% | No change | 367 | $27K |
| Cornerstone Planning Group LLC | 0.01% | No change | 378 | $27K |
| IAG Wealth Partners, LLC | 0.00% | No change | 350 | $26K |
| MPWM Advisory Solutions, LLC | 0.02% | New | 350 | $26K |
| NFSG Corp | 0.01% | Add +0.6% | 331 | $25K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.3% | 325 | $24K |
| Lord & Richards Wealth Management, LLC | 0.03% | New | 300 | $22K |
| Goodman Advisory Group, LLC | 0.01% | New | 300 | $22K |
| Graney & King, LLC | 0.02% | No change | 290 | $22K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +790.6% | 285 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 279 | $21K |
| Compass Financial Services Inc | 0.01% | Add +0.4% | 240 | $18K |
| Missouri Trust & Investment Co | 0.01% | No change | 239 | $18K |
| AlphaCore Capital LLC | 0.00% | New | 230 | $17K |
| Bernard Wealth Management Corp. | 0.01% | No change | 210 | $16K |
| 10Elms LLP | 0.02% | No change | 209 | $16K |
| Gables Capital Management Inc. | 0.01% | No change | 206 | $15K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 203 | $15K |
| Ulland Investment Advisors, LLC | 0.01% | Reduce -77.8% | 200 | $15K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Reduce -14.0% | 196 | $15K |
| Wealth Preservation Advisors, LLC | 0.01% | — | 185 | $14K |
| North Star Investment Management Corp. | 0.00% | No change | 169 | $13K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 161 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 156 | $12K |
| Cardinal Strategic Wealth Guidance | 0.00% | No change | 154 | $12K |
| Crewe Advisors LLC | 0.00% | No change | 149 | $11K |
| Chelsea Counsel Co. | 0.01% | No change | 147 | $11K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -38.3% | 145 | $11K |
| MCF Advisors LLC | 0.00% | Reduce -84.7% | 140 | $10K |
| Continuum Advisory, LLC | 0.00% | No change | 131 | $10K |
| Optimum Investment Advisors | 0.00% | Add +0.8% | 127 | $9K |
| Citizens National Bank Trust Department | 0.00% | New | 125 | $9K |
| Colonial Trust Advisors | 0.00% | Reduce -50.0% | 121 | $9K |
| Graybill Wealth Management, LTD. | 0.00% | — | 120 | $9K |
| Park Square Financial Group, LLC | 0.01% | No change | 115 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 106 | $8K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 100 | $7K |
| Garde Capital, Inc. | 0.00% | New | 97 | $7K |
| Brooklyn Investment Group | 0.00% | New | 91 | $7K |
| North Capital, Inc. | 0.01% | — | 80 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 76 | $6K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +386.7% | 73 | $5K |
| Key Financial Inc | 0.00% | No change | 64 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 60 | $4K |
| Bangor Savings Bank | 0.00% | No change | 58 | $4K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 58 | $4K |
| Caldwell Trust Co | 0.00% | No change | 53 | $4K |
| Washington Trust Advisors, Inc. | 0.00% | Add +13.3% | 51 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 48 | $4K |
| Aventura Private Wealth, LLC | 0.00% | No change | 41 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 24 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 18 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -10.0% | 18 | $1K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 15 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -80.0% | 6 | $448 |
| Safe Harbor Fiduciary, LLC | 0.00% | No change | 2 | $149 |
"% of holder's portfolio" is SPLV's weight in each manager's 13F, not the share of Invesco S&P 500 Low Volatili the manager owns.