SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q1 2024 (March 31)565holders
3famous investors
$53.34avg. 13F price*
At the end of Q1 2024, 565 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings. The largest holders were Creative Planning ($3.5B), Betterment LLC ($774.6M) and LPL Financial LLC ($602.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR P S&P 400 Midcap ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $855.2M |
| Exits | 28 | $47.6M |
Ownership 565 holders
| Creative Planning | 3.92% | Add +6.3% | 66,205,559 | $3.5B |
| Betterment LLC | 2.08% | New | 14,522,420 | $774.6M |
| LPL Financial LLC | 0.32% | Add +1.1% | 11,286,083 | $602.0M |
| AlTi Global, Inc. | 8.63% | Reduce -0.8% | 5,811,204 | $310.0M |
| Valmark Advisers, Inc. | 5.28% | Add +1.2% | 5,682,202 | $303.1M |
| Cwm, LLC | 1.25% | Add +10.7% | 4,805,380 | $256.3M |
| Morgan Stanley | 0.01% | Add +6.3% | 3,090,397 | $164.8M |
| HighTower Advisors, LLC | 0.22% | Add +0.1% | 2,556,448 | $136.3M |
| RFG Advisory, LLC | 2.82% | Add +7.5% | 1,555,072 | $82.9M |
| Bank of America Corp. | 0.01% | Add +405.7% | 1,464,223 | $78.1M |
| Private Advisor Group, LLC | 0.44% | Reduce -1.4% | 1,144,667 | $61.1M |
| Auto-Owners Insurance Co | 1.47% | No change | 1,040,000 | $55.6M |
| Osaic Holdings, Inc. | 0.12% | Add +9.4% | 1,038,920 | $55.4M |
| Great Valley Advisor Group, Inc. | 1.47% | Add +16.0% | 904,839 | $48.3M |
| Cornerstone Wealth Management, LLC | 3.74% | Add +0.8% | 866,457 | $46.2M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -11.2% | 839,912 | $44.8M |
| Wealthcare Advisory Partners LLC | 1.26% | Add +33.8% | 717,936 | $38.3M |
| Waller Financial Planning Group, Inc. | 9.68% | Reduce -1.7% | 681,428 | $36.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.6% | 671,277 | $35.8M |
| Atlas Private Wealth Advisors | 11.39% | Reduce -43.3% | 638,798 | $34.1M |
| Wells Fargo & Company | 0.01% | Reduce -25.0% | 630,392 | $33.6M |
| Peterson Wealth Advisors, LLC | 6.96% | Add +2.2% | 613,808 | $32.7M |
| AlphaStar Capital Management, LLC | 3.13% | Reduce -0.8% | 571,511 | $30.5M |
| Royal Bank of Canada | 0.01% | Reduce -3.4% | 566,632 | $30.2M |
| Blair William & Co. | 0.09% | Add +6.7% | 557,127 | $29.7M |
| OneAscent Financial Services LLC | 3.21% | Reduce -17.5% | 544,499 | $29.0M |
| Good Life Advisors, LLC | 2.56% | Add +2.5% | 541,329 | $28.9M |
| Hills Bank & Trust Co | 2.28% | Add +64.0% | 503,830 | $26.9M |
| JNBA Financial Advisors | 2.73% | Add +452.7% | 487,143 | $26.0M |
| Global Retirement Partners, LLC | 0.96% | Add +9.7% | 482,669 | $25.7M |
| Assetmark, Inc. | 0.08% | Reduce -13.8% | 480,187 | $25.6M |
| HHM Wealth Advisors, LLC | 4.21% | Add +15148.9% | 479,578 | $25.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -17.9% | 475,474 | $25.5M |
| First National Trust Co | 1.03% | New | 473,564 | $25.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +5.0% | 430,463 | $23.0M |
| 1900 Wealth Management LLC | 2.02% | Add +68.5% | 415,063 | $22.1M |
| UBS Group AG | 0.01% | Reduce -20.2% | 387,563 | $20.7M |
| CGN Advisors LLC | 2.60% | Add +5.1% | 384,173 | $20.5M |
| Financial Strategies Group, Inc. | 5.18% | Reduce -7.5% | 365,975 | $19.3M |
| Corient Private Wealth LP | 0.03% | Add +4.7% | 354,326 | $18.9M |
| Reston Wealth Management LLC | 7.65% | Reduce -0.1% | 353,176 | $18.8M |
| Fifth Third Bancorp | 0.07% | Add +7.4% | 348,311 | $18.6M |
| Pinkerton Wealth, LLC | 2.99% | New | 348,193 | $18.6M |
| TLWM | 4.11% | Reduce -0.1% | 347,221 | $18.5M |
| Retirement Planning Group, LLC | 1.41% | Add +9.7% | 344,750 | $18.4M |
| Measured Wealth Private Client Group, LLC | 6.36% | Reduce -26.1% | 341,426 | $18.2M |
| Equitable Holdings, Inc. | 0.20% | Reduce -1.9% | 340,572 | $18.2M |
| MML Investors Services, LLC | 0.07% | Reduce -0.1% | 323,729 | $17.3M |
| Cahaba Wealth Management, Inc. | 1.49% | Add +0.6% | 306,632 | $16.4M |
| Sollinda Capital Management LLC | 5.08% | Add +31.3% | 304,848 | $16.3M |
| North Star Asset Management Inc. | 0.75% | Add +86.2% | 296,029 | $15.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.82% | Add +13.5% | 283,558 | $15.1M |
| Wealthquest Corp | 1.60% | Add +1.6% | 280,454 | $15.0M |
| HM Payson & Co. | 0.27% | Add +92.6% | 276,968 | $14.8M |
| Waverly Advisors, LLC | 0.35% | Add +499.9% | 276,440 | $14.7M |
| St Germain D J Co. Inc. | 0.71% | Add +5.5% | 272,809 | $14.6M |
| IHT Wealth Management, LLC | 0.56% | Reduce -11.2% | 263,679 | $14.1M |
| Citizens & Northern Corp. | 4.61% | Add +48.2% | 255,479 | $13.6M |
| Townsquare Capital LLC | 0.20% | Add +14.8% | 255,044 | $13.6M |
| Retirement Income Solutions, Inc. | 3.04% | Add +2.1% | 251,100 | $13.4M |
| Texas Permanent School Fund Corp. | 0.11% | Reduce -45.1% | 250,717 | $13.4M |
| New Perspectives, Inc | 7.12% | — | 241,106 | $12.9M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +21.5% | 224,671 | $12.0M |
| Financial Gravity Asset Management, Inc. | 3.34% | Reduce -92.3% | 243,740 | $11.9M |
| Cetera Investment Advisers | 0.03% | Add +573.4% | 210,404 | $11.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -47.2% | 209,312 | $11.2M |
| Higgins & Schmidt Wealth Strategies LLC | 8.18% | Add +2.7% | 207,934 | $11.1M |
| Mariner, LLC | 0.02% | Add +10.7% | 206,804 | $11.0M |
| Advance Capital Management, Inc. | 0.75% | Reduce -17.4% | 203,398 | $10.8M |
| Trilogy Capital Inc. | 0.62% | Add +1.2% | 201,767 | $10.8M |
| First International Bank & Trust | 3.67% | Reduce -56.9% | 199,476 | $10.6M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +242.9% | 198,805 | $10.6M |
| Orion Portfolio Solutions, LLC | 0.11% | Add +242.9% | 198,805 | $10.6M |
| Windsor Capital Management, LLC | 3.27% | Reduce -2.8% | 197,632 | $10.5M |
| Geneos Wealth Management Inc. | 0.48% | Reduce -28.5% | 197,566 | $10.5M |
| Western Wealth Management, LLC | 0.82% | Reduce -8.2% | 197,051 | $10.5M |
| Wealthspire Advisors, LLC | 0.14% | Reduce -4.9% | 196,924 | $10.5M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +0.9% | 193,724 | $10.3M |
| Allworth Financial LP | 0.07% | Add +6.2% | 192,937 | $10.3M |
| WBH Advisory Inc. | 1.03% | Add +2.8% | 188,365 | $10.0M |
| Alta Wealth Advisors LLC | 5.09% | Add +3.6% | 187,859 | $10.0M |
| Moneta Group Investment Advisors LLC | 0.16% | Reduce -8.2% | 186,333 | $9.9M |
| Impact Partnership Wealth, LLC | 3.93% | Add +25.2% | 186,143 | $9.9M |
| Financial Advocates Investment Management | 0.57% | Add +409.4% | 114,731 | $9.7M |
| Montz Harcus Wealth Management LLC | 6.59% | Add +1.2% | 182,448 | $9.7M |
| Syntegra Private Wealth Group, LLC | 1.24% | Reduce -86.7% | 180,609 | $9.6M |
| Abich Financial Wealth Management LLC | 7.43% | Add +153.5% | 180,386 | $9.6M |
| KWB Wealth | 1.27% | Reduce -20.4% | 176,382 | $9.4M |
| Citadel Advisors | 0.01% | Add +293.6% | 173,180 | $9.2M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +31.5% | 172,984 | $9.2M |
| Cascade Financial Partners, LLC | 1.33% | — | 181,243 | $9.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +25.6% | 170,234 | $9.1M |
| Pachira Investments Inc. | 7.41% | Reduce -6.9% | 169,903 | $9.1M |
| Pathstone Holdings, LLC | 0.04% | Reduce -3.0% | 165,106 | $8.8M |
| Capital Investment Advisory Services, LLC | 0.93% | Reduce -31.9% | 163,083 | $8.7M |
| M Holdings Securities, Inc. | 1.46% | Reduce -2.7% | 162,687 | $8.7M |
| PSI Advisors, LLC | 3.13% | Reduce -8.6% | 162,644 | $8.7M |
| Avior Wealth Management, LLC | 0.40% | Add +26.4% | 161,596 | $8.6M |
| Executive Wealth Management, LLC | 0.74% | Add +228.0% | 159,785 | $8.5M |
| Park Avenue Securities LLC | 0.11% | Add +5.0% | 158,338 | $8.4M |
| Private Wealth Group, LLC | 4.34% | Add +4.4% | 157,145 | $8.4M |
| Symphony Financial, Ltd. Co. | 1.94% | Reduce -0.6% | 155,971 | $8.3M |
| IAG Wealth Partners, LLC | 1.78% | Add +7.1% | 155,140 | $8.3M |
| Collaborative Wealth Managment Inc. | 3.92% | Add +8.2% | 146,555 | $7.8M |
| NewEdge Advisors, LLC | 0.07% | Add +5.6% | 146,150 | $7.8M |
| FF Advisors,LLC | 5.14% | Add +14.3% | 139,325 | $7.4M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -5.3% | 138,898 | $7.4M |
| Wrapmanager Inc. | 2.04% | Reduce -10.5% | 137,883 | $7.4M |
| Capital Analysts, LLC | 0.34% | Add +19.9% | 136,816 | $7.3M |
| Pecaut & Co. | 2.64% | Add +1.9% | 132,217 | $7.1M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -2.2% | 131,590 | $7.0M |
| Berkeley Capital Partners, LLC | 2.08% | New | 127,753 | $6.8M |
| Perennial Investment Advisors, LLC | 1.01% | Add +366.7% | 124,386 | $6.6M |
| Stewardship Advisors, LLC | 2.24% | New | 122,705 | $6.5M |
| Northern Trust Corp. | 0.00% | Reduce -4.5% | 121,641 | $6.5M |
| Cary Street Partners Asset Management LLC | 0.99% | Reduce -44.1% | 119,777 | $6.4M |
| Foundations Investment Advisors, LLC | 0.16% | Add +4.6% | 116,630 | $6.2M |
| Marathon Strategic Advisors, LLC | 7.50% | Add +3.0% | 115,435 | $6.2M |
| Jane Street Group, LLC | 0.01% | Add +426.7% | 115,310 | $6.2M |
| Warren Street Wealth Advisors, LLC | 3.04% | Add +3.5% | 115,154 | $6.1M |
| SPC Financial, Inc. | 0.56% | Add +4.2% | 112,710 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -58.9% | 109,202 | $5.8M |
| Debussy Capital Management LP | 1.69% | Reduce -1.0% | 110,288 | $5.8M |
| Walkner Condon Financial Advisors LLC | 1.22% | Add +4.7% | 108,183 | $5.8M |
| Raymond James & Associates | 0.00% | Add +14.9% | 104,593 | $5.6M |
| Leicht Financial Planning & Wealth Management, Inc. | 3.05% | Reduce -7.1% | 104,338 | $5.6M |
| Carnegie Investment Counsel | 0.17% | Add +6.8% | 103,217 | $5.5M |
| Merit Financial Group, LLC | 0.13% | Add +4.4% | 104,684 | $5.4M |
| Vestmark Advisory Solutions, Inc. | 0.23% | New | 100,104 | $5.3M |
| Millington Financial Advisors, LLC | 3.79% | Add +5.2% | 99,737 | $5.3M |
| Arq Wealth Advisors, LLC | 2.19% | Add +2.6% | 94,750 | $5.1M |
| Bensler, LLC | 0.71% | Reduce -0.6% | 92,262 | $4.9M |
| Founders Financial Alliance, LLC | 1.48% | Add +1830.4% | 92,139 | $4.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -46.3% | 90,488 | $4.8M |
| Oarsman Capital, Inc. | 1.15% | Add +63.8% | 90,110 | $4.8M |
| Levy Wealth Management Group, LLC | 1.31% | No change | 95,681 | $4.7M |
| IFG Advisory, LLC | 0.35% | Reduce -16.0% | 87,349 | $4.7M |
| Octavia Wealth Advisors, LLC | 0.68% | Add +621.4% | 85,918 | $4.6M |
| Resonant Capital Advisors, LLC | 0.39% | Reduce -0.8% | 85,737 | $4.6M |
| Anfield Capital Management, LLC | 2.19% | Reduce -46.6% | 85,121 | $4.5M |
| Exchange Capital Management, Inc. | 0.74% | Add +805.3% | 84,917 | $4.5M |
| Focus Partners Wealth | 0.04% | Reduce -1.6% | 82,194 | $4.4M |
| Cerity Partners LLC | 0.01% | Reduce -2.3% | 81,497 | $4.3M |
| Modera Wealth Management, LLC | 0.06% | Reduce -2.9% | 77,009 | $4.1M |
| Farther Finance Advisors, LLC | 0.25% | Add +49.9% | 77,156 | $4.1M |
| Ausdal Financial Partners, Inc. | 0.45% | Add +0.7% | 73,025 | $3.9M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +103.2% | 72,452 | $3.9M |
| Pure Financial Advisors, LLC | 0.12% | Reduce -2.4% | 71,974 | $3.8M |
| Flagship Harbor Advisors, LLC | 0.24% | Reduce -36.6% | 71,398 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Add +25.5% | 67,265 | $3.6M |
| Vista Investment Management | 1.45% | Reduce -0.5% | 66,908 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +14.2% | 64,626 | $3.4M |
| MJP Associates Inc. | 0.74% | Add +139.9% | 63,834 | $3.4M |
| Advisor OS, LLC | 0.39% | Add +113.9% | 63,801 | $3.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.52% | Reduce -26.1% | 63,234 | $3.4M |
| Annapolis Financial Services, LLC | 1.10% | Reduce -1.4% | 62,720 | $3.3M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.83% | Add +1.6% | 61,770 | $3.3M |
| Chemung Canal Trust Co. | 0.63% | No change | 60,994 | $3.3M |
| Wealth Management Resources, Inc. | 0.91% | Add +14.3% | 60,958 | $3.3M |
| ORBA Wealth Advisors, L.L.C. | 1.78% | Add +6.3% | 60,426 | $3.2M |
| Register Financial Advisors LLC | 1.67% | Add +2.5% | 60,348 | $3.2M |
| Truefg, LLC | 1.14% | Add +9.7% | 58,207 | $3.1M |
| Vertex Planning Partners, LLC | 0.86% | Reduce -1.6% | 57,987 | $3.1M |
| Chicago Partners Investment Group LLC | 0.13% | Add +13.4% | 60,882 | $3.1M |
| Strategic Financial Concepts, LLC | 0.74% | Reduce -13.5% | 57,650 | $3.1M |
| Goodman Financial Corp | 0.68% | Add +9.3% | 56,087 | $3.0M |
| Range Financial Group LLC | 1.54% | Add +1.6% | 55,666 | $3.0M |
| Scarborough Advisors, LLC | 1.36% | Reduce -1.3% | 55,071 | $2.9M |
| Cavalier Investments, LLC | 1.07% | No change | 55,052 | $2.9M |
| Captrust Financial Advisors | 0.01% | Reduce -3.5% | 55,017 | $2.9M |
| Destiny Capital Corp | 2.04% | Reduce -4.2% | 54,749 | $2.9M |
| Brio Consultants, LLC | 0.49% | Reduce -3.0% | 54,643 | $2.9M |
| NovaPoint Capital, LLC | 1.02% | Reduce -19.0% | 54,603 | $2.9M |
| Evermay Wealth Management LLC | 0.44% | Reduce -2.9% | 54,551 | $2.9M |
| Hibernia Wealth Partners, LLC | 1.98% | Reduce -7.9% | 54,424 | $2.9M |
| Lincoln National Corp. | 0.05% | Add +44.3% | 54,333 | $2.9M |
| Aspire Private Capital, LLC | 0.76% | Reduce -20.0% | 54,226 | $2.9M |
| Kohmann Bosshard Financial Services, LLC | 0.40% | Reduce -2.0% | 53,649 | $2.9M |
| GeoWealth Management, LLC | 0.11% | Reduce -11.6% | 53,010 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -53.4% | 52,268 | $2.8M |
| United Asset Strategies, Inc. | 0.28% | Add +23.5% | 51,923 | $2.8M |
| G&S Capital LLC | 1.22% | Add +24.3% | 51,495 | $2.7M |
| Zhang Financial LLC | 0.20% | Add +40.0% | 50,205 | $2.7M |
| Towercrest Capital Management | 0.43% | Reduce -3.8% | 48,066 | $2.6M |
| Precedent Wealth Partners, LLC | 1.04% | Add +91.3% | 45,234 | $2.4M |
| Wealth Advisory Solutions, LLC | 0.62% | New | 45,168 | $2.4M |
| Nicolet Advisory Services, LLC | 0.24% | Reduce -9.5% | 44,621 | $2.4M |
| Compass Wealth Management LLC | 0.59% | Add +34.4% | 43,895 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +8.3% | 43,355 | $2.3M |
| GPS Wealth Strategies Group, LLC | 0.37% | Reduce -1.6% | 43,153 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.8% | 43,103 | $2.3M |
| Centaurus Financial, Inc. | 0.16% | Reduce -0.9% | 42,894 | $2.3M |
| Financial Insights, Inc. | 0.65% | New | 42,156 | $2.2M |
| Blueprint Investment Partners LLC | 0.44% | Add +2.1% | 41,961 | $2.2M |
| Alliance Wealth Management Group | 0.64% | Reduce -4.3% | 40,859 | $2.2M |
| SOL Capital Management CO | 0.27% | Reduce -6.3% | 40,730 | $2.2M |
| JSF Financial, LLC | 0.68% | Reduce -2.8% | 40,712 | $2.2M |
| Wedmont Private Capital | 0.16% | No change | 40,594 | $2.1M |
| Naples Global Advisors, LLC | 0.22% | Add +2.5% | 39,736 | $2.1M |
| Larson Financial Group LLC | 0.16% | Reduce -3.1% | 39,610 | $2.1M |
| Quadcap Wealth Management, LLC | 0.47% | Reduce -8.3% | 38,985 | $2.1M |
| Prairie Sky Financial Group LLC | 1.24% | Reduce -10.7% | 38,737 | $2.1M |
| Bill Few Associates, Inc. | 0.84% | Add +13.2% | 38,697 | $2.1M |
| Harbour Investments, Inc. | 0.07% | Reduce -4.5% | 38,490 | $2.1M |
| Cary Street Partners Investment Advisory LLC | 0.09% | Add +64.9% | 38,257 | $2.0M |
| Crescent Grove Advisors, LLC | 0.21% | Reduce -1.0% | 38,218 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.9% | 37,822 | $2.0M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -11.3% | 37,039 | $2.0M |
| Jacobi Capital Management LLC | 0.17% | Add +24.2% | 35,251 | $1.9M |
| Kelman-Lazarov, Inc. | 0.36% | Reduce -1.6% | 34,898 | $1.9M |
| Nottingham Advisors, Inc. | 0.22% | Add +14.5% | 33,797 | $1.8M |
| AdvisorNet Financial, Inc | 0.17% | Add +1701.8% | 33,279 | $1.8M |
| PAX Financial Group, LLC | 0.34% | Reduce -8.2% | 31,385 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +0.3% | 31,119 | $1.7M |
| Pine Valley Investments Ltd Liability Co | 0.13% | Reduce -7.5% | 31,047 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -51.5% | 30,878 | $1.6M |
| Sterling Investment Advisors, Ltd. | 0.46% | Add +1.9% | 30,362 | $1.6M |
| Meridian Financial Advisors, LLC | 1.17% | Add +1.8% | 29,373 | $1.6M |
| AE Wealth Management LLC | 0.02% | Reduce -93.9% | 28,515 | $1.5M |
| Keystone Wealth Services, LLC | 0.47% | Add +7.6% | 27,316 | $1.5M |
| Watershed Private Wealth LLC | 0.65% | Reduce -47.1% | 27,315 | $1.5M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -26.2% | 27,309 | $1.5M |
| S.A. Mason LLC | 0.85% | Add +3.8% | 26,439 | $1.4M |
| Rehmann Capital Advisory Group | 0.10% | Add +27.2% | 26,301 | $1.4M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -1.5% | 25,999 | $1.4M |
| Econ Financial Services Corp | 0.85% | Reduce -12.0% | 25,798 | $1.4M |
| Alaska Wealth Advisors, LLC | 0.21% | Add +10.4% | 25,692 | $1.4M |
| Idaho Trust Co | 1.31% | New | 25,531 | $1.4M |
| Fingerlakes Wealth Management, Inc. | 1.31% | Reduce -0.3% | 25,531 | $1.4M |
| Mma Asset Management LLC | 0.63% | Add +12.7% | 25,200 | $1.3M |
| IFP Advisors, Inc | 0.06% | Reduce -6.5% | 25,112 | $1.3M |
| Gateway Wealth Partners, LLC | 0.48% | Reduce -40.5% | 24,811 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.1% | 24,685 | $1.3M |
| Summit Investment Advisory Services, LLC | 0.77% | Add +3.7% | 24,351 | $1.3M |
| BIP Wealth, LLC | 0.09% | Reduce -4.3% | 23,860 | $1.3M |
| Revolve Wealth Partners, LLC | 0.22% | No change | 23,702 | $1.3M |
| Ironwood Wealth Management, LLC. | 0.40% | Reduce -5.3% | 23,210 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +25.0% | 23,120 | $1.2M |
| AQR Capital Management | 0.00% | Add +20.1% | 23,074 | $1.2M |
| Southeast Asset Advisors, LLC | 0.15% | No change | 22,950 | $1.2M |
| Clear Creek Financial Management, LLC | 0.16% | Add +7.3% | 22,940 | $1.2M |
| Aptus Capital Advisors, LLC | 0.03% | Add +77.6% | 22,665 | $1.2M |
| Trinity Wealth Management, LLC | 0.62% | Add +3.4% | 22,613 | $1.2M |
| TKG Advisors, LLC | 0.66% | Add +37.6% | 22,351 | $1.2M |
| Second Line Capital, LLC | 0.39% | Reduce -9.2% | 22,333 | $1.2M |
| WealthPLAN Partners, LLC | 0.12% | Add +0.8% | 22,214 | $1.2M |
| Key Financial Inc | 0.29% | Add +14.2% | 21,664 | $1.2M |
| Roundview Capital LLC | 0.09% | Reduce -16.6% | 20,821 | $1.1M |
| Delta Wealth Advisors LLC | 1.15% | — | 20,811 | $1.1M |
| Private Trust Co. NA | 0.12% | Add +24.0% | 20,795 | $1.1M |
| Kingsview Wealth Management, LLC | 0.03% | Add +21.5% | 20,774 | $1.1M |
| Moors & Cabot, Inc. | 0.06% | Add +381.5% | 20,584 | $1.1M |
| CoreCap Advisors, LLC | 0.06% | New | 20,536 | $1.1M |
| Stevens Capital Partners | 0.65% | Add +35.8% | 20,536 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +36.8% | 20,474 | $1.1M |
| Imprint Wealth LLC | 0.26% | New | 20,477 | $1.1M |
| WCG Wealth Advisors LLC | 0.09% | Reduce -8.1% | 20,212 | $1.1M |
| Waddell & Associates, LLC | 0.14% | Reduce -8.4% | 19,999 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.49% | Reduce -7.0% | 19,864 | $1.1M |
| Cape Cod Five Cents Savings Bank | 0.10% | No change | 19,791 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Add +7.6% | 19,707 | $1.1M |
| Canvas Wealth Advisors, LLC | 0.35% | Reduce -46.1% | 21,139 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +84.4% | 19,595 | $1.0M |
| Beta Wealth Group, Inc. | 0.51% | Reduce -2.8% | 19,482 | $1.0M |
| Richardson Financial Services Inc. | 0.72% | Reduce -8.9% | 19,138 | $1.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.6% | 18,981 | $1.0M |
| CFS Investment Advisory Services, LLC | 0.17% | Add +69.9% | 18,598 | $992K |
| Raleigh Capital Management Inc. | 0.43% | Reduce -14.3% | 18,573 | $991K |
| Butensky & Cohen Financial Security, Inc. | 0.31% | Add +2.4% | 18,491 | $986K |
| Duncker Streett & Co. Inc. | 0.19% | Reduce -1.0% | 18,211 | $971K |
| Ascent Group, LLC | 0.09% | Reduce -5.3% | 18,108 | $966K |
| Evergreen Capital Management LLC | 0.04% | No change | 17,816 | $950K |
| Kavar Capital Partners Group, LLC | 0.17% | Reduce -49.4% | 17,652 | $942K |
| Aveo Capital Partners, LLC | 0.10% | Add +3.3% | 18,208 | $934K |
| Advisory Alpha, LLC | 0.04% | Reduce -91.3% | 17,321 | $924K |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -23.4% | 17,289 | $922K |
| HBW Advisory Services LLC | 0.17% | No change | 18,854 | $919K |
| Arkansas Financial Group, Inc. | 0.16% | Add +3.1% | 17,091 | $912K |
| Stegent Equity Advisors, Inc. | 0.92% | Add +56.3% | 17,020 | $908K |
| Tilia Fiduciary Partners, Inc. | 0.73% | Add +32.6% | 16,990 | $906K |
| USAdvisors Wealth Management, LLC | 0.34% | Add +1.1% | 16,820 | $895K |
| National Wealth Management Group, LLC | 0.69% | Add +5.0% | 16,740 | $893K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -5.9% | 16,711 | $891K |
| Bessemer Group Inc. | 0.00% | Reduce -0.2% | 16,664 | $889K |
| Denver Wealth Management, Inc. | 0.45% | Add +4.4% | 16,534 | $882K |
| Curbstone Financial Management Corp | 0.19% | Add +12.8% | 16,250 | $867K |
| Financial Management Network Inc. | 0.22% | Reduce -11.8% | 16,659 | $866K |
| CIBC Private Wealth Group LLC | 0.00% | Add +48.9% | 16,255 | $862K |
| Householder Group Estate & Retirement Specialist, LLC | 0.26% | Add +1.4% | 16,137 | $861K |
| Jordan Park Group LLC | 0.05% | No change | 16,081 | $858K |
| Clear Investment Research, LLC | 1.15% | Add +9.2% | 16,014 | $854K |
| Flputnam Investment Management Co. | 0.02% | Reduce -9.3% | 15,120 | $807K |
| Manhattan West Asset Management, LLC | 0.19% | Reduce -25.0% | 15,055 | $803K |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 15,055 | $803K |
| Compound Planning, Inc. | 0.07% | Add +39.2% | 14,894 | $794K |
| Fusion Family Wealth, LLC | 0.08% | No change | 14,891 | $794K |
| Girard Partners LTD. | 0.07% | New | 14,442 | $770K |
| Twin Focus Capital Partners, LLC | 0.15% | No change | 14,400 | $768K |
| Sterling Investment Counsel, LLC | 0.35% | Add +8.1% | 14,289 | $762K |
| Fernwood Investment Management, LLC | 0.22% | Reduce -0.0% | 14,225 | $759K |
| ERn Financial, LLC | 0.13% | Add +2.0% | 14,137 | $754K |
| Worth Financial Advisory Group, LLC | 0.52% | Add +26.3% | 14,074 | $751K |
| Tidemark, LLC | 0.42% | Reduce -8.3% | 14,055 | $750K |
| Graypoint LLC | 0.05% | No change | 14,044 | $749K |
| Moneco Advisors, LLC | 0.12% | Add +75.0% | 14,008 | $747K |
| MGB Wealth Management, LLC | 0.30% | Add +0.4% | 14,003 | $747K |
| Lifeworks Advisors, LLC | 0.21% | Reduce -2.7% | 13,887 | $741K |
| Avantax Planning Partners, Inc. | 0.02% | Add +1.2% | 13,871 | $740K |
| Retirement Planning Co of New England, Inc. | 0.40% | Add +8.7% | 13,827 | $738K |
| Sage Mountain Advisors LLC | 0.08% | Add +14.0% | 13,792 | $736K |
| River Street Advisors LLC | 0.50% | Add +3.2% | 13,780 | $735K |
| Worth Asset Management, LLC | 0.45% | New | 13,627 | $727K |
| Csenge Advisory Group | 0.04% | Reduce -4.9% | 13,400 | $715K |
| Austin Private Wealth, LLC | 0.08% | Add +21.1% | 13,479 | $708K |
| Richard P Slaughter Associates Inc | 0.17% | New | 13,225 | $705K |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +125.5% | 13,072 | $697K |
| Vicus Capital | 0.06% | Add +5.2% | 13,059 | $697K |
| Smith, Moore & Co. | 0.07% | Reduce -0.3% | 12,966 | $692K |
| Money Concepts Capital Corp. | 0.06% | Add +35.4% | 12,815 | $684K |
| White Pine Capital LLC | 0.26% | No change | 13,511 | $678K |
| Ziegler Capital Management, LLC | 0.03% | Add +0.2% | 12,375 | $660K |
| PFG Advisors | 0.05% | Add +18.2% | 12,300 | $656K |
| Ranch Capital Advisors Inc. | 0.35% | Add +2.3% | 12,191 | $650K |
| Hill Island Financial LLC | 0.21% | Add +0.2% | 11,669 | $622K |
| Financial Enhancement Group LLC | 0.10% | Reduce -2.1% | 12,223 | $622K |
| Aldebaran Financial Inc. | 0.86% | Reduce -40.8% | 11,458 | $611K |
| Grey Ledge Advisors, LLC | 0.17% | Add +0.0% | 11,440 | $610K |
| High Probability Advisors, LLC | 0.11% | Add +2.6% | 11,282 | $602K |
| Commerce Bank | 0.00% | No change | 11,225 | $599K |
| Coldstream Capital Management Inc. | 0.02% | No change | 11,201 | $597K |
| Apollon Financial, LLC | 0.20% | Reduce -17.4% | 11,115 | $593K |
| SMI Advisory Services, LLC | 0.17% | Reduce -9.8% | 11,232 | $592K |
| BCS Wealth Management | 0.19% | Add +3.5% | 11,038 | $589K |
| Stablepoint Partners, LLC | 0.12% | Add +24.3% | 10,951 | $584K |
| Arkadios Wealth Advisors | 0.04% | Add +5.9% | 10,846 | $579K |
| GTS Securities LLC | 0.02% | Reduce -33.7% | 10,823 | $577K |
| Convergence Financial, LLC | 0.24% | Add +43.0% | 10,718 | $572K |
| Summit Trail Advisors, LLC | 0.02% | No change | 10,637 | $567K |
| FMR LLC | 0.00% | Add +74.6% | 10,603 | $566K |
| Power Wealth Management LLC | 0.35% | Add +35.5% | 10,528 | $562K |
| Falcon Wealth Planning | 0.09% | Reduce -5.6% | 10,427 | $556K |
| Ieq Capital, LLC | 0.01% | Reduce -3.4% | 10,207 | $544K |
| Orange Investment Advisors, Inc. | 0.06% | Reduce -10.3% | 10,087 | $538K |
| Advisor Resource Council | 0.23% | Reduce -94.7% | 11,014 | $537K |
| Benedetti & Gucer, Inc. | 0.26% | Add +0.2% | 9,945 | $531K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | Reduce -2.5% | 9,922 | $529K |
| Global Financial Private Client, LLC | 0.23% | Add +0.7% | 9,901 | $525K |
| Farrow Financial, Inc. | 0.37% | Add +8.9% | 9,835 | $525K |
| Compass Ion Advisors, LLC | 0.07% | Add +0.8% | 9,639 | $514K |
| Lutz Financial Services LLC | 0.04% | No change | 9,573 | $511K |
| Advisory Services Network, LLC | 0.01% | Reduce -17.1% | 9,269 | $494K |
| Investmark Advisory Group LLC | 0.26% | Reduce -16.5% | 9,034 | $482K |
| Outlook Wealth Advisors, LLC | 0.14% | Reduce -38.9% | 8,750 | $467K |
| Americana Partners, LLC | 0.04% | No change | 8,631 | $460K |
| MAI Capital Management | 0.00% | Add +2.8% | 8,614 | $459K |
| Old Second National Bank of Aurora | 0.12% | Reduce -0.0% | 8,498 | $453K |
| Boston Financial Mangement LLC | 0.01% | No change | 8,494 | $453K |
| Eldridge Investment Advisors, Inc. | 0.12% | Reduce -71.4% | 8,461 | $451K |
| Sfm, LLC | 0.34% | Reduce -5.1% | 8,408 | $448K |
| Flagship Private Wealth, LLC | 0.29% | Reduce -8.6% | 8,406 | $448K |
| Goldstein Advisors, LLC | 0.08% | No change | 8,390 | $448K |
| Addison Capital Co | 0.22% | New | 8,322 | $444K |
| Composition Wealth, LLC | 0.01% | New | 8,277 | $441K |
| Sigma Planning Corp | 0.01% | Add +26.6% | 8,250 | $440K |
| Colton Groome Financial Advisors, LLC | 0.18% | Reduce -12.1% | 8,210 | $438K |
| Valtinson Bruner Financial Planning LLC | 0.18% | Reduce -0.8% | 8,095 | $432K |
| Ritholtz Wealth Management | 0.01% | New | 8,055 | $430K |
| Marion Wealth Management | 0.13% | Add +1.4% | 8,005 | $427K |
| Diversify Advisory Services, LLC | 0.02% | — | 7,915 | $420K |
| American Money Management, LLC | 0.09% | Reduce -7.2% | 7,859 | $419K |
| Financial Freedom, LLC | 0.25% | Add +0.2% | 7,819 | $417K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.2% | 7,731 | $412K |
| Evoke Wealth, LLC | 0.01% | New | 7,707 | $411K |
| Woodmont Investment Counsel LLC | 0.03% | New | 7,700 | $411K |
| Independent Wealth Network Inc. | 0.19% | Add +5.5% | 7,568 | $404K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -19.6% | 7,420 | $396K |
| TFG Advisers LLC | 0.15% | Add +12.4% | 7,405 | $395K |
| Five Oceans Advisors | 0.20% | New | 7,377 | $393K |
| PNC Financial Services Group, Inc. | 0.00% | Add +82.9% | 7,375 | $393K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -4.4% | 7,369 | $393K |
| Apella Capital, LLC | 0.02% | Add +15.7% | 7,426 | $391K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +27.8% | 7,298 | $389K |
| Orion Capital Management LLC | 0.21% | Reduce -16.8% | 7,224 | $385K |
| Bank of New York Mellon Corp | 0.00% | New | 7,184 | $383K |
| Summit Global Investments | 0.03% | New | 7,073 | $377K |
| Johnson Investment Counsel Inc. | 0.00% | Add +25.8% | 7,050 | $376K |
| Level Four Advisory Services, LLC | 0.02% | No change | 7,676 | $374K |
| Prudential Financial Inc. | 0.00% | No change | 7,000 | $373K |
| Harmony Asset Management LLC | 0.15% | No change | 6,905 | $368K |
| Narus Financial Partners, LLC | 0.16% | Reduce -17.7% | 6,853 | $366K |
| Kelly Financial Services LLC | 0.14% | Reduce -16.1% | 6,707 | $358K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Add +2.1% | 6,680 | $356K |
| Laraway Financial Advisors Inc | 0.31% | Add +13.2% | 6,656 | $355K |
| Sentinel Pension Advisors, LLC | 0.08% | Reduce -5.6% | 6,640 | $354K |
| Comerica Bank | 0.00% | Reduce -22.7% | 6,636 | $354K |
| Detalus Advisors, LLC | 0.13% | Reduce -9.5% | 6,631 | $354K |
| Tennessee Valley Asset Management Partners | 0.09% | Add +77.4% | 6,594 | $352K |
| Bison Wealth, LLC | 0.06% | Reduce -1.3% | 6,545 | $349K |
| Garrett Wealth Advisory Group, LLC | 0.14% | Add +1.4% | 6,543 | $349K |
| World Investment Advisors | 0.05% | Reduce -5.6% | 5,986 | $341K |
| ETF Store, Inc. | 0.19% | Add +1.3% | 6,237 | $333K |
| Intrepid Financial Planning Group LLC | 0.14% | Add +0.6% | 5,981 | $319K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -18.6% | 5,931 | $316K |
| Strategic Financial Planning, Inc. | 0.23% | Add +1.7% | 5,879 | $314K |
| Old Port Advisors | 0.09% | Reduce -2.9% | 5,806 | $310K |
| Eclectic Associates Inc. | 0.14% | Add +2.1% | 5,701 | $304K |
| Landmark Wealth Management, LLC | 0.14% | Reduce -3.8% | 5,578 | $298K |
| Tyche Wealth Partners LLC | 0.07% | New | 5,577 | $297K |
| EverSource Wealth Advisors, LLC | 0.02% | New | 5,923 | $297K |
| Wintrust Investments LLC | 0.03% | No change | 5,550 | $296K |
| Claro Advisors Inc. | 0.05% | Add +0.3% | 5,548 | $296K |
| Balboa Wealth Partners | 0.09% | Add +4.3% | 5,478 | $292K |
| InterOcean Capital Group, LLC | 0.01% | Reduce -30.0% | 5,387 | $287K |
| Fiduciary Group, LLC | 0.03% | Add +9.3% | 5,364 | $286K |
| HBK Sorce Advisory LLC | 0.01% | No change | 5,338 | $285K |
| Continuum Advisory, LLC | 0.04% | Reduce -34.3% | 5,418 | $285K |
| Harbor Investment Advisory, LLC | 0.03% | New | 5,281 | $282K |
| Grey Fox Wealth Advisors, LLC | 0.11% | Add +0.1% | 5,263 | $281K |
| Sandy Spring Bank | 0.01% | Add +6.0% | 5,226 | $279K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -40.4% | 5,170 | $276K |
| Diligent Investors, LLC | 0.07% | No change | 5,169 | $276K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 5,100 | $272K |
| Renaissance Technologies | 0.00% | Reduce -78.0% | 5,100 | $272K |
| Altrius Capital Management Inc | 0.07% | Reduce -4.1% | 5,088 | $271K |
| Pegasus Partners Ltd. | 0.03% | Add +6.4% | 5,063 | $270K |
| Brookstone Capital Management | 0.00% | Reduce -17.8% | 5,038 | $269K |
| Tranquility Partners, LLC | 0.10% | No change | 5,030 | $268K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 5,025 | $268K |
| Franklin Resources Inc. | 0.00% | No change | 5,021 | $268K |
| Optimist Retirement Group LLC | 0.14% | Reduce -9.6% | 4,995 | $266K |
| Mattern Wealth Management LLC | 0.06% | No change | 4,906 | $262K |
| JDM Financial Group LLC | 0.19% | Add +0.0% | 4,905 | $262K |
| Sovereign Financial Group, Inc. | 0.07% | Add +0.0% | 4,883 | $260K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | New | 4,861 | $259K |
| PCG Wealth Advisors, LLC | 0.12% | No change | 4,839 | $258K |
| Independent Financial Group, LLC | 0.01% | Reduce -11.4% | 4,808 | $256K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +0.1% | 4,795 | $256K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.7% | 4,777 | $255K |
| HB Wealth Management, LLC | 0.00% | Reduce -27.7% | 4,757 | $254K |
| Baird Financial Group, Inc. | 0.00% | New | 4,729 | $252K |
| Roman Butler Fullerton & Co. | 0.09% | Add +0.3% | 5,017 | $252K |
| Shepherd Financial Partners LLC | 0.03% | New | 4,708 | $251K |
| Pinnacle Family Advisors, LLC | 0.13% | New | 4,682 | $250K |
| Norden Group LLC | 0.05% | New | 4,577 | $244K |
| Napa Wealth Management | 0.13% | Reduce -29.3% | 4,525 | $241K |
| Ballentine Partners, LLC | 0.00% | No change | 4,466 | $238K |
| Mgo One Seven LLC | 0.01% | Add +0.3% | 4,386 | $234K |
| Lockerman Financial Group, Inc. | 0.45% | New | 4,363 | $233K |
| Mystic Asset Management, Inc. | 0.10% | Reduce -3.1% | 4,335 | $231K |
| Cedar Brook Financial Partners, LLC | 0.04% | No change | 4,212 | $225K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.1% | 4,195 | $224K |
| Portside Wealth Group, LLC | 0.04% | Reduce -23.5% | 4,175 | $223K |
| Baker Tilly Wealth Management, LLC | 0.04% | Reduce -87.6% | 4,111 | $219K |
| My Personal CFO, LLC | 0.13% | New | 4,101 | $219K |
| Guardian Wealth Advisors, LLC | 0.14% | New | 4,100 | $219K |
| Consolidated Portfolio Review Corp | 0.06% | Reduce -1.2% | 4,075 | $217K |
| PFG Investments, LLC | 0.01% | New | 4,075 | $217K |
| ICA Group Wealth Management, LLC | 0.04% | Add +16.4% | 4,012 | $214K |
| Savvy Advisors, Inc. | 0.12% | Reduce -65.6% | 4,011 | $214K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -26.7% | 4,006 | $214K |
| True North Advisors, LLC | 0.06% | New | 3,992 | $213K |
| Venture Visionary Partners LLC | 0.01% | Reduce -17.4% | 3,988 | $213K |
| Empower Advisory Group, LLC | 0.00% | Reduce -38.8% | 3,965 | $211K |
| Hoylecohen, LLC | 0.02% | New | 3,817 | $204K |
| Creative Financial Designs Inc. | 0.02% | Reduce -0.1% | 3,770 | $201K |
| Lanark Financial, Inc. | 0.02% | No change | 3,708 | $197K |
| McClarren Financial Advisors, Inc. | 0.14% | Add +0.3% | 3,598 | $192K |
| Front Row Advisors LLC | 0.07% | Add +44.9% | 3,472 | $185K |
| Vermillion & White Wealth Management Group, LLC | 0.14% | New | 3,331 | $178K |
| Richard W. Paul & Associates, LLC | 0.07% | Reduce -17.2% | 3,284 | $175K |
| Phillips Financial Management, LLC | 0.01% | No change | 3,195 | $170K |
| Paladin Advisory Group, LLC | 0.13% | Reduce -18.4% | 3,067 | $163K |
| Keener Financial Planning LLC | 0.11% | Reduce -6.7% | 3,027 | $162K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 3,184 | $160K |
| Northwest Capital Management Inc | 0.05% | Add +2.2% | 2,908 | $155K |
| Whittier Trust Co. | 0.00% | Add +185.1% | 2,751 | $147K |
| Signaturefd, LLC | 0.00% | New | 2,712 | $145K |
| NFSG Corp | 0.06% | Add +8.4% | 2,705 | $144K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.5% | 2,269 | $121K |
| Stone House Investment Management, LLC | 0.03% | New | 2,126 | $113K |
| Indiana Trust & Investment Management Co | 0.04% | New | 1,964 | $105K |
| Castleview Partners, LLC | 0.06% | Add +39.9% | 1,948 | $104K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,900 | $101K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,880 | $100K |
| FAS Wealth Partners, Inc. | 0.01% | Add +140.1% | 1,856 | $99K |
| US Bancorp \de | 0.00% | Reduce -19.7% | 1,825 | $97K |
| Hilltop National Bank | 0.03% | — | 1,776 | $95K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -32.3% | 1,709 | $91K |
| Spire Wealth Management | 0.00% | Reduce -31.6% | 1,698 | $91K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,530 | $82K |
| Balefire, LLC | 0.03% | Reduce -0.7% | 1,500 | $80K |
| Securian Asset Management, Inc. | 0.00% | New | 1,500 | $80K |
| Carmichael Hill & Associates, Inc. | 0.03% | No change | 1,405 | $75K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 1,355 | $72K |
| Bank of Montreal | 0.00% | Reduce -6.4% | 1,321 | $71K |
| Armor Investment Advisors, LLC | 0.03% | No change | 1,240 | $66K |
| WealthShield Partners, LLC | 0.01% | Reduce -4.8% | 1,216 | $65K |
| Realta Investment Advisors | 0.01% | New | 1,134 | $60K |
| M&R Capital Management Inc. | 0.01% | Add +36.3% | 1,078 | $57K |
| PrairieView Partners, LLC | 0.01% | New | 888 | $48K |
| CarsonAllaria Wealth Management, Ltd. | 0.03% | No change | 884 | $47K |
| Hexagon Capital Partners LLC | 0.01% | No change | 874 | $47K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 867 | $46K |
| PFG Private Wealth Management, LLC | 0.03% | New | 836 | $45K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 828 | $44K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.1% | 818 | $44K |
| Ancora Advisors LLC | 0.00% | No change | 806 | $43K |
| Dogwood Wealth Management LLC | 0.03% | No change | 694 | $37K |
| Johnson Financial Group, Inc. | 0.00% | Add +1185.2% | 694 | $37K |
| Creekmur Asset Management LLC | 0.01% | Add +1190.6% | 684 | $36K |
| Carolina Wealth Advisors, LLC | 0.02% | No change | 670 | $36K |
| Westside Investment Management, Inc. | 0.01% | No change | 644 | $34K |
| BlackRock Inc. | 0.00% | New | 634 | $34K |
| Winch Advisory Services, LLC | 0.01% | Add +0.3% | 624 | $33K |
| Tompkins Financial Corp. | 0.00% | No change | 590 | $31K |
| DecisionPoint Financial, LLC | 0.01% | No change | 612 | $31K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 581 | $31K |
| Sittner & Nelson, LLC | 0.02% | No change | 565 | $30K |
| CENTRAL TRUST Co | 0.00% | No change | 554 | $30K |
| Citigroup Inc. | 0.00% | Add +3281.3% | 541 | $29K |
| Caitlin John, LLC | 0.02% | Reduce -11.2% | 507 | $27K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.4% | 502 | $27K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +8.5% | 460 | $25K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +816.3% | 449 | $24K |
| Tyler-Stone Wealth Management | 0.01% | Add +1239.4% | 442 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -23.8% | 442 | $24K |
| Main Street Group, LTD | 0.01% | Add +0.3% | 393 | $21K |
| WR Wealth Planners, LLC | 0.01% | New | 346 | $18K |
| Principal Securities, Inc. | 0.00% | No change | 323 | $17K |
| Voisard Asset Management Group, Inc. | 0.01% | Add +7.4% | 291 | $16K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -3.8% | 255 | $14K |
| Mather Group, Llc. | 0.00% | New | 267 | $13K |
| Beacon Capital Management, LLC | 0.00% | Add +1715.4% | 236 | $13K |
| Sound Income Strategies, LLC | 0.00% | No change | 223 | $12K |
| First Command Advisory Services, Inc. | 0.00% | New | 200 | $11K |
| Global Trust Asset Management, LLC | 0.00% | No change | 189 | $10K |
| Ruedi Wealth Management, Inc. | 0.00% | New | 165 | $9K |
| Arax Advisory Partners | 0.00% | Add +39.0% | 164 | $9K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 158 | $8K |
| Glenmede Trust Co. NA | 0.00% | New | 154 | $8K |
| Rothschild Investment LLC | 0.00% | No change | 152 | $8K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -58.6% | 142 | $8K |
| Deutsche Bank AG | 0.00% | No change | 132 | $7K |
| Lindbrook Capital, LLC | 0.00% | No change | 128 | $7K |
| REAP Financial Group, LLC | 0.00% | No change | 110 | $6K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 88 | $5K |
| McIlrath & Eck, LLC | 0.00% | New | 84 | $4K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Reduce -94.2% | 72 | $4K |
| Oakworth Capital, Inc. | 0.00% | New | 68 | $4K |
| Horizon Financial Services, LLC | 0.00% | Reduce -98.6% | 66 | $4K |
| NewSquare Capital LLC | 0.00% | Reduce -7.3% | 64 | $3K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 59 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -46.7% | 56 | $3K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 36 | $2K |
| Sachetta, LLC | 0.00% | No change | 28 | $1K |
| BNP Paribas Financial Markets | 0.00% | Add +56.3% | 25 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 24 | $1K |
| Running Point Capital Advisors, LLC | 0.00% | Reduce -45.2% | 23 | $1K |
| Clearstead Advisors, LLC | 0.00% | No change | 21 | $1K |
| Evolution Advisers, Inc. | 0.00% | No change | 15 | $1K |
| Covestor Ltd | 0.00% | Reduce -8.0% | 23 | $1K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 16 | $854 |
| Macroview Investment Management LLC | 0.00% | No change | 12 | $667 |
| Tucker Asset Management LLC | 0.00% | No change | 6 | $320 |
| Atticus Wealth Management, LLC | 0.00% | New | 3 | $161 |
"% of holder's portfolio" is SPMD's weight in each manager's 13F, not the share of SS SPDR P S&P 400 Midcap ETF the manager owns.