SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q2 2024 (June 30)590holders +25
51new positions
30sold out
6famous investors
$51.16avg. 13F price*
At the end of Q2 2024, 590 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings, up 25 from Q1 2024. 51 opened new positions and 30 sold out. The largest holders were Creative Planning ($3.6B), Betterment LLC ($834.1M) and LPL Financial LLC ($634.2M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- SS SPDR P S&P 400 Midcap ETF
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $155.8M |
| Exits | 30 | $37.6M |
All 13F filers, Q1 2024 → Q2 2024: 13,530,593 shares bought and 5,051,514 shares sold, net +8,479,079 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 590 holders
| Creative Planning | 3.82% | Add +5.4% | 69,787,737 | $3.6B |
| Betterment LLC | 2.16% | Add +11.9% | 16,258,493 | $834.1M |
| LPL Financial LLC | 0.32% | Add +9.5% | 12,362,196 | $634.2M |
| AlTi Global, Inc. | 7.99% | Reduce -0.1% | 5,803,476 | $297.7M |
| Valmark Advisers, Inc. | 4.98% | Add +0.4% | 5,704,565 | $292.6M |
| Cwm, LLC | 1.24% | Add +6.4% | 5,114,598 | $262.4M |
| HighTower Advisors, LLC | 0.21% | Add +2.9% | 2,629,181 | $134.9M |
| Morgan Stanley | 0.01% | Reduce -34.8% | 2,013,777 | $103.3M |
| RFG Advisory, LLC | 2.54% | Reduce -2.4% | 1,518,281 | $77.9M |
| Savant Capital, LLC | 0.76% | New | 1,473,126 | $75.6M |
| Atlas Private Wealth Advisors | 10.77% | Add +102.1% | 1,291,251 | $66.2M |
| Private Advisor Group, LLC | 0.43% | Add +10.4% | 1,263,262 | $64.8M |
| Great Valley Advisor Group, Inc. | 1.53% | Add +17.5% | 1,063,370 | $54.6M |
| Auto-Owners Insurance Co | 1.41% | No change | 1,040,000 | $53.3M |
| Osaic Holdings, Inc. | 0.11% | Reduce -10.7% | 928,077 | $47.6M |
| Cornerstone Wealth Management, LLC | 3.57% | Add +4.3% | 904,034 | $46.4M |
| JNBA Financial Advisors | 4.74% | Add +80.0% | 876,649 | $45.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +3.3% | 867,986 | $44.5M |
| Wealthcare Advisory Partners LLC | 1.32% | Add +14.9% | 824,630 | $42.3M |
| Koss-Olinger Consulting, LLC | 3.72% | New | 784,969 | $40.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.8% | 696,629 | $35.7M |
| Waller Financial Planning Group, Inc. | 9.41% | Add +0.2% | 682,587 | $35.0M |
| Wells Fargo & Company | 0.01% | Reduce -0.5% | 627,110 | $32.2M |
| Peterson Wealth Advisors, LLC | 6.72% | Add +1.7% | 624,249 | $32.0M |
| Good Life Advisors, LLC | 2.52% | Add +10.1% | 595,838 | $30.6M |
| Royal Bank of Canada | 0.01% | Add +1.6% | 575,661 | $29.5M |
| AlphaStar Capital Management, LLC | 2.66% | Reduce -1.8% | 561,284 | $28.8M |
| Blair William & Co. | 0.09% | Add +0.1% | 557,695 | $28.6M |
| Global Retirement Partners, LLC | 0.89% | Add +14.2% | 551,094 | $28.3M |
| HHM Wealth Advisors, LLC | 4.20% | Add +13.4% | 543,835 | $27.9M |
| Hills Bank & Trust Co | 2.23% | Add +6.5% | 536,338 | $27.5M |
| Assetmark, Inc. | 0.08% | Reduce -1.3% | 474,205 | $24.3M |
| OneAscent Financial Services LLC | 3.28% | Reduce -15.7% | 458,833 | $23.5M |
| 1900 Wealth Management LLC | 2.17% | Add +8.8% | 451,362 | $23.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -1.4% | 424,563 | $21.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -12.8% | 414,646 | $21.3M |
| Bank of America Corp. | 0.00% | Reduce -72.7% | 399,314 | $20.5M |
| Corient Private Wealth LP | 0.03% | Add +2.2% | 362,025 | $18.6M |
| Financial Strategies Group, Inc. | 4.65% | Reduce -0.3% | 365,032 | $18.5M |
| UBS Group AG | 0.01% | Reduce -7.7% | 357,826 | $18.4M |
| Reston Wealth Management LLC | 7.29% | Add +0.6% | 355,328 | $18.2M |
| Measured Wealth Private Client Group, LLC | 6.34% | Add +3.1% | 351,926 | $18.1M |
| TLWM | 3.94% | Add +0.1% | 347,596 | $17.8M |
| North Star Asset Management Inc. | 0.84% | Add +16.2% | 344,009 | $17.6M |
| First National Trust Co | 0.72% | Reduce -27.5% | 343,358 | $17.6M |
| Equitable Holdings, Inc. | 0.18% | Reduce -3.0% | 330,266 | $16.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.84% | Add +15.4% | 327,196 | $16.8M |
| MML Investors Services, LLC | 0.07% | Add +0.8% | 326,250 | $16.7M |
| Cahaba Wealth Management, Inc. | 1.46% | Add +4.9% | 321,606 | $16.5M |
| Fifth Third Bancorp | 0.06% | Reduce -9.5% | 315,300 | $16.2M |
| St Germain D J Co. Inc. | 0.74% | Add +9.7% | 299,337 | $15.4M |
| Sollinda Capital Management LLC | 4.60% | Reduce -3.5% | 294,209 | $15.1M |
| Impact Partnership Wealth, LLC | 3.82% | Add +52.3% | 283,533 | $14.5M |
| Waverly Advisors, LLC | 0.28% | Add +1.6% | 280,745 | $14.4M |
| Citizens & Northern Corp. | 4.46% | Add +8.7% | 277,696 | $14.2M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +22.3% | 274,870 | $14.1M |
| Wealthquest Corp | 1.42% | Reduce -7.6% | 259,167 | $13.3M |
| Cetera Investment Advisers | 0.03% | Add +22.0% | 256,603 | $13.2M |
| IHT Wealth Management, LLC | 0.49% | Reduce -3.3% | 254,971 | $13.1M |
| Financial Gravity Asset Management, Inc. | 3.24% | Add +3.9% | 253,315 | $12.9M |
| New Perspectives, Inc | 6.82% | Add +3.3% | 249,050 | $12.8M |
| Pinkerton Wealth, LLC | 1.89% | Reduce -31.1% | 239,945 | $12.3M |
| Mariner, LLC | 0.02% | Add +11.6% | 230,851 | $11.8M |
| Allworth Financial LP | 0.07% | Add +7.3% | 207,059 | $10.9M |
| Trilogy Capital Inc. | 0.59% | Add +5.5% | 212,856 | $10.9M |
| Geneos Wealth Management Inc. | 0.48% | Add +7.7% | 212,801 | $10.9M |
| Higgins & Schmidt Wealth Strategies LLC | 7.76% | Add +0.9% | 209,812 | $10.8M |
| Louisiana State Employees Retirement System | 0.21% | New | 209,100 | $10.7M |
| Advance Capital Management, Inc. | 0.51% | Add +2.6% | 208,654 | $10.7M |
| First International Bank & Trust | 3.51% | Reduce -0.2% | 199,057 | $10.2M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +6.4% | 198,314 | $10.2M |
| Western Wealth Management, LLC | 0.75% | Add +0.4% | 197,776 | $10.1M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +12.9% | 195,334 | $10.0M |
| Retirement Income Solutions, Inc. | 2.40% | Reduce -22.9% | 193,601 | $9.9M |
| WBH Advisory Inc. | 1.00% | Add +2.1% | 192,262 | $9.9M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -3.5% | 191,804 | $9.8M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -3.5% | 191,804 | $9.8M |
| NewEdge Advisors, LLC | 0.07% | Add +31.0% | 191,411 | $9.8M |
| Townsquare Capital LLC | 0.13% | Reduce -25.4% | 190,132 | $9.8M |
| Montz Harcus Wealth Management LLC | 6.30% | Add +3.8% | 189,400 | $9.7M |
| Wealthspire Advisors, LLC | 0.12% | Reduce -4.2% | 188,684 | $9.7M |
| Windsor Capital Management, LLC | 2.99% | Reduce -4.6% | 188,562 | $9.7M |
| Alta Wealth Advisors LLC | 4.78% | Reduce -0.7% | 186,587 | $9.6M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -3.8% | 186,419 | $9.6M |
| Cascade Financial Partners, LLC | 1.23% | Add +0.4% | 182,042 | $9.3M |
| PSI Advisors, LLC | 2.89% | Add +9.5% | 178,032 | $9.1M |
| Abich Financial Wealth Management LLC | 6.18% | Reduce -1.7% | 177,284 | $9.1M |
| Syntegra Private Wealth Group, LLC | 1.16% | Reduce -1.9% | 177,276 | $9.1M |
| CGN Advisors LLC | 1.05% | Reduce -54.1% | 176,163 | $9.0M |
| Avior Wealth Management, LLC | 0.39% | Add +8.5% | 175,317 | $9.0M |
| KWB Wealth | 1.24% | Reduce -4.4% | 168,607 | $9.0M |
| Symphony Financial, Ltd. Co. | 1.61% | Add +10.6% | 172,445 | $8.8M |
| Park Avenue Securities LLC | 0.11% | Add +6.6% | 168,772 | $8.7M |
| Pachira Investments Inc. | 7.66% | Reduce -0.8% | 168,571 | $8.6M |
| Leslie Global Wealth, LLC | 5.03% | — | 167,741 | $8.6M |
| Executive Wealth Management, LLC | 1.57% | Add +4.7% | 167,329 | $8.6M |
| Pathstone Holdings, LLC | 0.04% | No change | 165,106 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -3.2% | 164,816 | $8.5M |
| IAG Wealth Partners, LLC | 1.70% | Add +6.0% | 164,424 | $8.4M |
| Farther Finance Advisors, LLC | 0.40% | Add +110.7% | 162,575 | $8.3M |
| M Holdings Securities, Inc. | 1.07% | Reduce -1.4% | 160,413 | $8.2M |
| Private Wealth Group, LLC | 4.22% | Reduce -0.2% | 156,767 | $8.0M |
| Collaborative Wealth Managment Inc. | 3.90% | Add +6.3% | 155,713 | $8.0M |
| Capital Analysts, LLC | 0.33% | Add +6.8% | 146,097 | $7.5M |
| Integrated Wealth Concepts LLC | 0.10% | Add +3.8% | 144,236 | $7.4M |
| HM Payson & Co. | 0.13% | Reduce -48.1% | 143,785 | $7.4M |
| TPG Financial Advisors, LLC | 3.39% | — | 139,765 | $7.2M |
| Stewardship Advisors, LLC | 2.37% | Add +13.9% | 139,749 | $7.2M |
| FF Advisors,LLC | 5.02% | Reduce -0.3% | 138,930 | $7.1M |
| OneDigital Investment Advisors LLC | 0.09% | Add +2.9% | 135,342 | $6.9M |
| Wrapmanager Inc. | 1.91% | Reduce -2.4% | 134,637 | $6.9M |
| Pecaut & Co. | 2.59% | Add +0.7% | 133,106 | $6.8M |
| Capital Investment Advisory Services, LLC | 0.70% | Reduce -18.9% | 132,209 | $6.8M |
| Foundations Investment Advisors, LLC | 0.16% | Add +10.3% | 128,582 | $6.6M |
| Cary Street Partners Asset Management LLC | 0.95% | Add +4.9% | 125,593 | $6.4M |
| Berkeley Capital Partners, LLC | 1.94% | Reduce -1.9% | 125,338 | $6.4M |
| Perennial Investment Advisors, LLC | 0.91% | Reduce -0.6% | 123,605 | $6.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -41.8% | 121,728 | $6.2M |
| Exchange Capital Management, Inc. | 1.01% | Add +43.0% | 121,457 | $6.2M |
| Marathon Strategic Advisors, LLC | 7.19% | Add +3.8% | 119,870 | $6.1M |
| Warren Street Wealth Advisors, LLC | 3.04% | Add +3.2% | 118,867 | $6.1M |
| SPC Financial, Inc. | 0.56% | Add +5.2% | 118,612 | $6.1M |
| Citadel Advisors | 0.01% | Reduce -31.7% | 118,340 | $6.1M |
| Sanctuary Advisors, LLC | 0.04% | — | 119,144 | $6.0M |
| Northern Trust Corp. | 0.00% | Reduce -3.1% | 117,811 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.8% | 115,512 | $5.9M |
| Octavia Wealth Advisors, LLC | 0.78% | Add +29.5% | 111,240 | $5.7M |
| Debussy Capital Management LP | 1.61% | Reduce -0.3% | 110,008 | $5.6M |
| Bensler, LLC | 0.76% | Add +19.0% | 109,795 | $5.6M |
| Walkner Condon Financial Advisors LLC | 1.21% | Add +0.8% | 109,098 | $5.6M |
| Arq Wealth Advisors, LLC | 2.41% | Add +14.8% | 108,746 | $5.6M |
| Leicht Financial Planning & Wealth Management, Inc. | 2.94% | Add +3.0% | 107,480 | $5.5M |
| Carnegie Investment Counsel | 0.17% | Add +3.5% | 106,859 | $5.5M |
| Oarsman Capital, Inc. | 1.15% | Add +13.2% | 101,963 | $5.2M |
| Millington Financial Advisors, LLC | 3.53% | Reduce -0.7% | 99,034 | $5.1M |
| Merit Financial Group, LLC | 0.11% | Reduce -6.3% | 98,118 | $5.0M |
| Levy Wealth Management Group, LLC | 1.25% | Reduce -0.3% | 95,428 | $4.9M |
| Focus Partners Wealth | 0.02% | Add +10.9% | 91,137 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.4% | 90,838 | $4.7M |
| Hibernia Wealth Partners, LLC | 1.60% | Add +64.7% | 89,650 | $4.6M |
| Founders Financial Alliance, LLC | 1.35% | Reduce -3.8% | 88,669 | $4.5M |
| Resonant Capital Advisors, LLC | 0.37% | Add +3.0% | 88,266 | $4.5M |
| JPMorgan Chase & Co. | 0.00% | Add +30.9% | 88,085 | $4.5M |
| Raymond James & Associates | 0.00% | Reduce -16.1% | 87,781 | $4.5M |
| Evermay Wealth Management LLC | 0.71% | Add +58.1% | 86,243 | $4.4M |
| Anfield Capital Management, LLC | 2.10% | Reduce -0.8% | 84,484 | $4.3M |
| IFG Advisory, LLC | 0.27% | Reduce -4.8% | 83,164 | $4.3M |
| Cerity Partners LLC | 0.01% | Reduce -3.0% | 79,072 | $4.1M |
| Precedent Wealth Partners, LLC | 1.61% | Add +72.6% | 78,076 | $4.0M |
| Modera Wealth Management, LLC | 0.06% | Reduce -0.3% | 76,755 | $3.9M |
| VCI Wealth Management LLC | 1.90% | New | 75,001 | $3.8M |
| Flagship Harbor Advisors, LLC | 0.23% | Add +4.3% | 74,478 | $3.8M |
| Chicago Partners Investment Group LLC | 0.15% | Add +15.5% | 70,344 | $3.8M |
| Ausdal Financial Partners, Inc. | 0.40% | Reduce -0.8% | 72,431 | $3.7M |
| Mason Street Advisors, LLC | 0.50% | New | 72,100 | $3.7M |
| Pure Financial Advisors, LLC | 0.10% | Reduce -2.2% | 70,373 | $3.6M |
| Vista Investment Management | 1.46% | Add +5.0% | 70,224 | $3.6M |
| Investment Planning Advisors, Inc. | 1.83% | — | 69,907 | $3.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -4.4% | 69,288 | $3.6M |
| MJP Associates Inc. | 0.71% | Add +4.2% | 66,499 | $3.4M |
| Zhang Financial LLC | 0.24% | Add +31.4% | 65,946 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +1.2% | 65,375 | $3.4M |
| Advisor OS, LLC | 0.36% | Add +1.5% | 64,778 | $3.3M |
| Retirement Planning Group, LLC | 0.21% | Reduce -81.5% | 63,891 | $3.3M |
| Wealth Management Resources, Inc. | 1.40% | Add +4.2% | 63,491 | $3.3M |
| Annapolis Financial Services, LLC | 1.04% | Add +0.1% | 62,758 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +19.0% | 62,190 | $3.2M |
| Truefg, LLC | 1.15% | Add +6.7% | 62,133 | $3.2M |
| Register Financial Advisors LLC | 1.61% | Add +2.8% | 62,029 | $3.2M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.78% | Add +0.4% | 62,018 | $3.2M |
| ORBA Wealth Advisors, L.L.C. | 1.64% | Add +2.0% | 61,653 | $3.2M |
| Chemung Canal Trust Co. | 0.61% | No change | 60,994 | $3.1M |
| Goodman Financial Corp | 0.69% | Add +7.0% | 60,039 | $3.1M |
| Lynx Investment Advisory | 2.28% | — | 59,934 | $3.1M |
| United Asset Strategies, Inc. | 0.30% | Add +15.3% | 59,857 | $3.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +34.1% | 57,820 | $3.0M |
| Aspire Private Capital, LLC | 0.75% | Add +4.3% | 56,540 | $2.9M |
| G&S Capital LLC | 1.25% | Add +4.6% | 53,877 | $2.9M |
| Range Financial Group LLC | 1.46% | Add +0.3% | 55,853 | $2.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.43% | Reduce -11.8% | 55,747 | $2.9M |
| Cavalier Investments, LLC | 0.87% | No change | 55,052 | $2.8M |
| Strategic Financial Concepts, LLC | 1.64% | Add +698.3% | 460,239 | $2.8M |
| NovaPoint Capital, LLC | 0.95% | Reduce -0.5% | 54,312 | $2.8M |
| Blueprint Investment Partners LLC | 0.60% | Add +28.9% | 54,068 | $2.8M |
| Brio Consultants, LLC | 0.46% | Reduce -1.3% | 53,933 | $2.8M |
| Destiny Capital Corp | 1.81% | Reduce -5.6% | 51,696 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +17.0% | 50,739 | $2.6M |
| Bill Few Associates, Inc. | 0.99% | Add +30.5% | 50,511 | $2.6M |
| Captrust Financial Advisors | 0.01% | Reduce -8.4% | 50,388 | $2.6M |
| Kohmann Bosshard Financial Services, LLC | 0.35% | Reduce -6.1% | 50,388 | $2.6M |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +23.8% | 47,362 | $2.4M |
| Towercrest Capital Management | 0.40% | Reduce -1.8% | 47,225 | $2.4M |
| Financial Insights, Inc. | 0.67% | Add +11.6% | 47,034 | $2.4M |
| Wealth Advisory Solutions, LLC | 0.64% | Add +2.1% | 46,129 | $2.4M |
| Centaurus Financial, Inc. | 0.15% | Add +4.4% | 44,776 | $2.3M |
| Landmark Wealth Management, Inc. | 1.25% | New | 44,380 | $2.3M |
| Harbour Investments, Inc. | 0.07% | Add +11.1% | 42,756 | $2.2M |
| SOL Capital Management CO | 0.26% | Add +4.7% | 42,655 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +474.2% | 42,346 | $2.2M |
| GPS Wealth Strategies Group, LLC | 0.33% | Reduce -2.0% | 42,275 | $2.2M |
| Compass Wealth Management LLC | 0.54% | Reduce -3.7% | 42,274 | $2.2M |
| Wedmont Private Capital | 0.14% | No change | 40,594 | $2.2M |
| Nottingham Advisors, Inc. | 0.25% | Add +23.7% | 41,801 | $2.1M |
| D. E. Shaw & Co. | 0.00% | New | 41,687 | $2.1M |
| Nicolet Advisory Services, LLC | 0.20% | Reduce -8.7% | 40,751 | $2.1M |
| Naples Global Advisors, LLC | 0.21% | Add +2.0% | 40,536 | $2.1M |
| Alliance Wealth Management Group | 0.57% | Reduce -5.0% | 38,833 | $2.0M |
| Prairie Sky Financial Group LLC | 1.24% | Add +0.1% | 38,766 | $2.0M |
| Larson Financial Group LLC | 0.13% | Reduce -2.9% | 38,473 | $2.0M |
| SIMA Wealth Partners, LLC | 1.88% | — | 38,390 | $2.0M |
| Crescent Grove Advisors, LLC | 0.21% | Reduce -2.2% | 37,366 | $1.9M |
| Kelman-Lazarov, Inc. | 0.36% | Add +7.0% | 37,326 | $1.9M |
| JSF Financial, LLC | 0.58% | Reduce -9.2% | 36,971 | $1.9M |
| Jacobi Capital Management LLC | 0.16% | Add +4.5% | 36,852 | $1.9M |
| AdvisorNet Financial, Inc | 0.17% | Add +9.7% | 36,499 | $1.9M |
| Mma Asset Management LLC | 0.87% | Add +44.0% | 36,282 | $1.9M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -5.0% | 35,205 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.09% | Add +8.7% | 33,819 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +71.1% | 33,530 | $1.7M |
| Rehmann Capital Advisory Group | 0.12% | Add +21.9% | 32,073 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +2.4% | 31,607 | $1.6M |
| PAX Financial Group, LLC | 0.31% | Reduce -2.0% | 30,742 | $1.6M |
| Sterling Investment Advisors, Ltd. | 0.43% | Add +1.1% | 30,699 | $1.6M |
| Power Wealth Management LLC | 0.75% | Add +188.9% | 30,416 | $1.6M |
| Meridian Financial Advisors, LLC | 1.11% | Add +1.9% | 29,944 | $1.5M |
| IFP Advisors, Inc | 0.06% | Add +15.3% | 28,964 | $1.5M |
| S.A. Mason LLC | 0.84% | Add +8.3% | 28,643 | $1.5M |
| Keystone Wealth Services, LLC | 0.43% | Reduce -1.7% | 26,853 | $1.4M |
| Watershed Private Wealth LLC | 0.58% | Reduce -3.2% | 26,436 | $1.4M |
| Quadcap Wealth Management, LLC | 0.24% | Reduce -32.6% | 26,274 | $1.3M |
| Engineers Gate Manager LP | 0.03% | New | 26,224 | $1.3M |
| Municipal Employees' Retirement System of Michigan | 0.02% | New | 25,664 | $1.3M |
| Key Financial Inc | 0.31% | Add +18.0% | 25,568 | $1.3M |
| Fingerlakes Wealth Management, Inc. | 1.16% | Reduce -1.4% | 25,179 | $1.3M |
| Stevens Capital Partners | 0.66% | Add +20.9% | 24,817 | $1.3M |
| Alaska Wealth Advisors, LLC | 0.19% | Reduce -4.7% | 24,477 | $1.3M |
| TKG Advisors, LLC | 0.68% | Add +9.1% | 24,376 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.3% | 24,370 | $1.3M |
| Clear Creek Financial Management, LLC | 0.15% | Add +4.9% | 24,055 | $1.2M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Reduce -8.7% | 23,743 | $1.2M |
| Revolve Wealth Partners, LLC | 0.20% | Reduce -0.1% | 23,676 | $1.2M |
| Canvas Wealth Advisors, LLC | 0.37% | Add +6.2% | 22,451 | $1.2M |
| Trinity Wealth Management, LLC | 0.60% | Add +3.7% | 23,441 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Reduce -79.8% | 23,114 | $1.2M |
| Southeast Asset Advisors, LLC | 0.14% | No change | 22,950 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +17.6% | 22,322 | $1.1M |
| Moors & Cabot, Inc. | 0.06% | Add +3.1% | 21,225 | $1.1M |
| Kingsview Wealth Management, LLC | 0.03% | Add +1.6% | 21,108 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.48% | Add +4.4% | 20,733 | $1.1M |
| Private Trust Co. NA | 0.11% | Reduce -1.4% | 20,511 | $1.1M |
| Beta Wealth Group, Inc. | 0.50% | Add +5.1% | 20,468 | $1.1M |
| Tilia Fiduciary Partners, Inc. | 0.82% | Add +19.8% | 20,359 | $1.0M |
| Raleigh Capital Management Inc. | 0.44% | Add +9.1% | 20,253 | $1.0M |
| Hobbs Group Advisors, LLC | 0.39% | — | 20,188 | $1.0M |
| CoreCap Advisors, LLC | 0.11% | Reduce -1.8% | 20,165 | $1.0M |
| Ethos Financial Group, LLC | 0.18% | New | 20,151 | $1.0M |
| ACT Advisors, LLC. | 0.54% | New | 20,146 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.8% | 20,101 | $1.0M |
| Evergreen Capital Management LLC | 0.04% | Add +11.2% | 19,816 | $1.0M |
| Roundview Capital LLC | 0.08% | Reduce -5.1% | 19,764 | $1.0M |
| Waddell & Associates, LLC | 0.13% | Reduce -1.9% | 19,618 | $1.0M |
| Delta Wealth Advisors LLC | 0.97% | Reduce -7.0% | 19,364 | $993K |
| Richardson Financial Services Inc. | 0.71% | Add +0.6% | 19,252 | $988K |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -15.2% | 19,210 | $985K |
| Dakota Wealth Management | 0.02% | New | 19,079 | $979K |
| Ironwood Wealth Management, LLC. | 0.32% | Reduce -18.2% | 18,988 | $974K |
| Second Line Capital, LLC | 0.30% | Reduce -15.0% | 18,976 | $973K |
| AE Wealth Management LLC | 0.01% | Reduce -34.5% | 18,688 | $959K |
| WealthPLAN Partners, LLC | 0.10% | Reduce -16.8% | 18,493 | $949K |
| FMR LLC | 0.00% | Add +74.3% | 18,485 | $948K |
| Econ Financial Services Corp | 0.58% | Reduce -28.9% | 18,334 | $941K |
| Manhattan West Asset Management, LLC | 0.25% | Add +21.8% | 18,333 | $940K |
| BIP Wealth, LLC | 0.08% | Reduce -23.2% | 18,327 | $940K |
| Cape Cod Five Cents Savings Bank | 0.09% | Reduce -7.5% | 18,311 | $939K |
| Butensky & Cohen Financial Security, Inc. | 0.30% | Reduce -1.3% | 18,252 | $936K |
| National Wealth Management Group, LLC | 0.71% | Add +8.9% | 18,231 | $935K |
| Duncker Streett & Co. Inc. | 0.18% | No change | 18,211 | $934K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -3.2% | 17,998 | $923K |
| Aveo Capital Partners, LLC | 0.10% | Reduce -1.3% | 17,966 | $922K |
| Kavar Capital Partners Group, LLC | 0.16% | No change | 17,652 | $906K |
| Advisory Alpha, LLC | 0.04% | Add +1.3% | 17,544 | $900K |
| Millennium Management | 0.00% | New | 17,483 | $897K |
| Axxcess Wealth Management, LLC | 0.02% | Add +1.1% | 17,472 | $896K |
| Addison Capital Co | 0.39% | Add +108.2% | 17,322 | $889K |
| Ascent Group, LLC | 0.07% | Reduce -5.6% | 17,089 | $877K |
| Wealthcare Capital Management LLC | 0.09% | Add +186.4% | 16,984 | $871K |
| Curbstone Financial Management Corp | 0.19% | Add +4.3% | 16,950 | $870K |
| Tidemark, LLC | 0.40% | Add +20.2% | 16,893 | $867K |
| Bessemer Group Inc. | 0.00% | No change | 16,664 | $855K |
| Financial Management Network Inc. | 0.20% | Add +0.6% | 16,751 | $850K |
| Orin Green Financial, LLC | 0.39% | New | 16,492 | $846K |
| Denver Wealth Management, Inc. | 0.42% | Reduce -0.8% | 16,406 | $842K |
| Stegent Equity Advisors, Inc. | 0.87% | Reduce -3.8% | 16,370 | $840K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 16,255 | $829K |
| Clear Investment Research, LLC | 1.08% | Add +0.4% | 16,079 | $825K |
| Arkansas Financial Group, Inc. | 0.15% | Reduce -7.0% | 15,888 | $815K |
| Cresset Asset Management, LLC | 0.00% | Reduce -19.5% | 15,867 | $814K |
| GeoWealth Management, LLC | 0.04% | Reduce -70.2% | 15,791 | $810K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.9% | 15,726 | $807K |
| Jordan Park Group LLC | 0.06% | Reduce -3.3% | 15,552 | $798K |
| Girard Partners LTD. | 0.08% | Add +7.4% | 15,506 | $795K |
| Worth Financial Advisory Group, LLC | 0.51% | Add +7.4% | 15,110 | $775K |
| Money Concepts Capital Corp. | 0.06% | Add +17.5% | 15,060 | $773K |
| Sterling Investment Counsel, LLC | 0.30% | Add +4.7% | 14,955 | $767K |
| Householder Group Estate & Retirement Specialist, LLC | 0.22% | Reduce -7.5% | 14,932 | $766K |
| Fusion Family Wealth, LLC | 0.08% | No change | 14,891 | $764K |
| Truist Financial Corp. | 0.00% | Reduce -2.1% | 14,741 | $756K |
| Gateway Wealth Partners, LLC | 0.23% | Reduce -41.4% | 14,531 | $745K |
| MGB Wealth Management, LLC | 0.28% | Reduce -0.2% | 13,979 | $740K |
| Retirement Planning Co of New England, Inc. | 0.40% | Add +4.2% | 14,408 | $739K |
| Twin Focus Capital Partners, LLC | 0.12% | No change | 14,400 | $739K |
| Moneco Advisors, LLC | 0.11% | Add +2.3% | 14,327 | $735K |
| Intrua Financial, LLC | 0.12% | New | 14,309 | $734K |
| Fernwood Investment Management, LLC | 0.23% | No change | 14,225 | $730K |
| River Street Advisors LLC | 0.45% | Add +2.4% | 14,116 | $724K |
| Sage Mountain Advisors LLC | 0.07% | Add +2.4% | 14,116 | $724K |
| CreativeOne Wealth, LLC | 0.04% | Reduce -48.5% | 14,067 | $722K |
| Flputnam Investment Management Co. | 0.01% | Reduce -6.9% | 14,070 | $722K |
| Lifeworks Advisors, LLC | 0.20% | Add +0.9% | 14,019 | $719K |
| Aldebaran Financial Inc. | 0.93% | Add +20.6% | 13,822 | $709K |
| Worth Asset Management, LLC | 0.42% | Add +1.3% | 13,807 | $708K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.5% | 13,798 | $708K |
| Csenge Advisory Group | 0.04% | Add +2.7% | 13,765 | $706K |
| Austin Private Wealth, LLC | 0.08% | Add +1.6% | 13,695 | $703K |
| Graypoint LLC | 0.05% | Reduce -2.5% | 13,694 | $703K |
| White Pine Capital LLC | 0.26% | No change | 13,511 | $693K |
| Richard P Slaughter Associates Inc | 0.16% | Add +2.1% | 13,504 | $693K |
| Vicus Capital | 0.06% | Add +2.4% | 13,366 | $686K |
| ERn Financial, LLC | 0.11% | Reduce -7.0% | 13,142 | $674K |
| Armbruster Capital Management, Inc. | 0.14% | New | 13,005 | $667K |
| Smith, Moore & Co. | 0.07% | No change | 12,966 | $665K |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -2.8% | 12,707 | $652K |
| Summit Trail Advisors, LLC | 0.02% | Add +18.6% | 12,618 | $647K |
| Financial Enhancement Group LLC | 0.10% | Reduce -1.2% | 12,075 | $642K |
| F/m Investments LLC | 0.02% | New | 12,292 | $631K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 12,040 | $618K |
| Coldstream Capital Management Inc. | 0.01% | Add +7.3% | 12,020 | $617K |
| Ranch Capital Advisors Inc. | 0.32% | Reduce -1.4% | 12,017 | $616K |
| AQR Capital Management | 0.00% | Reduce -48.5% | 11,895 | $610K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -48.8% | 11,831 | $607K |
| High Probability Advisors, LLC | 0.11% | Add +4.8% | 11,820 | $606K |
| PFG Advisors | 0.04% | Reduce -4.4% | 11,757 | $603K |
| BCS Wealth Management | 0.29% | Add +6.5% | 11,761 | $603K |
| Hill Island Financial LLC | 0.20% | Add +0.2% | 11,693 | $600K |
| CW Advisors, LLC | 0.01% | New | 11,553 | $593K |
| Commerce Bank | 0.00% | Add +2.9% | 11,552 | $593K |
| Grey Ledge Advisors, LLC | 0.16% | Add +0.9% | 11,545 | $592K |
| Drucker Wealth 3.0, LLC | 0.16% | — | 11,450 | $587K |
| Compound Planning, Inc. | 0.04% | Reduce -24.3% | 11,273 | $578K |
| Arkadios Wealth Advisors | 0.04% | Add +0.8% | 10,932 | $561K |
| Farrow Financial, Inc. | 0.38% | Add +11.1% | 10,931 | $561K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -65.1% | 10,832 | $556K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.7% | 10,706 | $549K |
| Orange Investment Advisors, Inc. | 0.07% | Add +11.5% | 11,248 | $541K |
| Stablepoint Partners, LLC | 0.10% | Reduce -8.2% | 10,057 | $541K |
| Advisory Services Network, LLC | 0.01% | Add +13.5% | 10,518 | $540K |
| Apollon Financial, LLC | 0.17% | Reduce -5.9% | 10,461 | $537K |
| Ameritas Advisory Services, LLC | 0.02% | New | 10,360 | $531K |
| USAdvisors Wealth Management, LLC | 0.19% | Reduce -38.9% | 10,279 | $527K |
| Ieq Capital, LLC | 0.01% | No change | 10,207 | $524K |
| Outlook Wealth Advisors, LLC | 0.16% | Add +0.9% | 8,826 | $522K |
| Global Financial Private Client, LLC | 0.22% | Add +2.5% | 10,145 | $520K |
| Compass Ion Advisors, LLC | 0.07% | No change | 9,639 | $514K |
| World Investment Advisors | 0.03% | Add +67.2% | 10,010 | $514K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | Reduce -1.4% | 9,781 | $502K |
| SMI Advisory Services, LLC | 0.12% | Reduce -12.8% | 9,798 | $496K |
| Lutz Financial Services LLC | 0.04% | No change | 9,573 | $491K |
| Falcon Wealth Planning | 0.06% | Reduce -9.4% | 9,445 | $485K |
| Eldridge Investment Advisors, Inc. | 0.12% | Add +11.5% | 9,433 | $484K |
| Empower Advisory Group, LLC | 0.00% | Add +134.5% | 9,298 | $477K |
| Trexquant Investment LP | 0.01% | New | 9,114 | $468K |
| Investmark Advisory Group LLC | 0.25% | No change | 9,034 | $463K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +14.7% | 8,867 | $455K |
| Americana Partners, LLC | 0.03% | No change | 8,631 | $443K |
| Scarborough Advisors, LLC | 0.18% | Reduce -84.4% | 8,615 | $442K |
| Old Second National Bank of Aurora | 0.11% | Add +0.9% | 8,577 | $440K |
| Boston Financial Mangement LLC | 0.01% | No change | 8,494 | $436K |
| Strategic Financial Planning, Inc. | 0.31% | Add +44.0% | 8,466 | $434K |
| Goldstein Advisors, LLC | 0.07% | Add +0.9% | 8,462 | $434K |
| Flagship Private Wealth, LLC | 0.25% | Reduce -0.5% | 8,367 | $429K |
| MAI Capital Management | 0.00% | Reduce -4.2% | 8,256 | $424K |
| Sfm, LLC | 0.32% | Reduce -1.9% | 8,250 | $423K |
| Marion Wealth Management | 0.12% | Reduce -0.0% | 8,004 | $411K |
| Thompson Davis & Co., Inc. | 0.36% | New | 8,000 | $410K |
| Northern Capital Management, Inc. | 0.27% | New | 7,951 | $408K |
| Financial Freedom, LLC | 0.23% | Add +0.3% | 7,840 | $402K |
| Valtinson Bruner Financial Planning LLC | 0.16% | Reduce -3.6% | 7,802 | $400K |
| TFG Advisers LLC | 0.15% | Add +4.5% | 7,741 | $397K |
| Sigma Planning Corp | 0.01% | Reduce -6.3% | 7,732 | $397K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 7,700 | $395K |
| Tennessee Valley Asset Management Partners | 0.07% | Add +16.7% | 7,698 | $395K |
| Level Four Advisory Services, LLC | 0.02% | No change | 7,676 | $394K |
| Five Oceans Advisors | 0.20% | Add +3.1% | 7,606 | $390K |
| Independent Wealth Network Inc. | 0.18% | Reduce -0.0% | 7,567 | $388K |
| Ritholtz Wealth Management | 0.01% | Reduce -6.1% | 7,562 | $388K |
| Securian Asset Management, Inc. | 0.01% | Add +400.0% | 7,500 | $385K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 7,420 | $381K |
| Ascentis Independent Advisors | 0.08% | — | 7,372 | $378K |
| Johnson Investment Counsel Inc. | 0.00% | Add +4.3% | 7,354 | $377K |
| Wellington Wealth Strategies, LLC. | 1.55% | New | 7,214 | $370K |
| Mercer Global Advisors Inc. | 0.00% | Add +1344.8% | 74,697 | $370K |
| Colton Groome Financial Advisors, LLC | 0.15% | Reduce -12.4% | 7,192 | $369K |
| Narus Financial Partners, LLC | 0.15% | Add +4.3% | 7,146 | $367K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -8.9% | 7,213 | $365K |
| Vertex Planning Partners, LLC | 0.09% | Reduce -87.9% | 7,032 | $361K |
| Orion Capital Management LLC | 0.19% | Reduce -2.8% | 7,024 | $360K |
| American Money Management, LLC | 0.08% | Reduce -11.6% | 6,947 | $356K |
| Simplicity Wealth,LLC | 0.01% | New | 6,844 | $351K |
| Bison Wealth, LLC | 0.06% | No change | 6,545 | $349K |
| Harmony Asset Management LLC | 0.14% | Reduce -2.3% | 6,745 | $346K |
| Laraway Financial Advisors Inc | 0.30% | Add +1.3% | 6,740 | $346K |
| Garrett Wealth Advisory Group, LLC | 0.13% | Add +2.0% | 6,675 | $342K |
| Sentinel Pension Advisors, LLC | 0.07% | Add +0.4% | 6,667 | $342K |
| Kelly Financial Services LLC | 0.12% | Reduce -1.3% | 6,622 | $340K |
| ETF Store, Inc. | 0.34% | Add +3.4% | 6,450 | $331K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +30.4% | 6,338 | $325K |
| Qube Research & Technologies Ltd | 0.00% | Add +270.2% | 6,326 | $325K |
| McAdam, LLC | 0.02% | New | 6,294 | $323K |
| Summit Global Investments | 0.02% | Reduce -12.4% | 6,194 | $318K |
| Intrepid Financial Planning Group LLC | 0.13% | Add +2.1% | 6,106 | $313K |
| Apella Capital, LLC | 0.01% | Reduce -17.3% | 6,143 | $311K |
| Tyche Wealth Partners LLC | 0.08% | Add +8.0% | 6,021 | $309K |
| SageView Advisory Group, LLC | 0.02% | New | 5,843 | $300K |
| Belpointe Asset Management LLC | 0.02% | New | 5,831 | $299K |
| Old Port Advisors | 0.09% | No change | 5,806 | $298K |
| Sandy Spring Bank | 0.01% | Add +10.9% | 5,795 | $297K |
| Harbor Investment Advisory, LLC | 0.03% | Add +8.9% | 5,750 | $295K |
| Apollon Wealth Management, LLC | 0.01% | Add +19.2% | 5,696 | $292K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -22.9% | 5,681 | $291K |
| Balboa Wealth Partners | 0.08% | Add +3.6% | 5,674 | $291K |
| Tudor Investment Corporation | 0.00% | New | 5,619 | $288K |
| Claro Advisors Inc. | 0.04% | Add +0.9% | 5,598 | $287K |
| Eclectic Associates Inc. | 0.13% | Reduce -2.0% | 5,587 | $287K |
| Wintrust Investments LLC | 0.02% | No change | 5,550 | $285K |
| WFA of San Diego, LLC | 0.26% | — | 5,538 | $284K |
| Landmark Wealth Management, LLC | 0.22% | Reduce -0.9% | 5,529 | $284K |
| Continuum Advisory, LLC | 0.04% | Add +0.0% | 5,419 | $278K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -26.0% | 5,402 | $277K |
| HBK Sorce Advisory LLC | 0.01% | No change | 5,338 | $274K |
| Grey Fox Wealth Advisors, LLC | 0.10% | Add +0.2% | 5,273 | $270K |
| Jackson Creek Investment Advisors LLC | 0.10% | New | 5,243 | $269K |
| Diligent Investors, LLC | 0.07% | Add +0.0% | 5,170 | $265K |
| SouthState Bank Corp | 0.02% | New | 5,160 | $265K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 5,100 | $262K |
| Altrius Capital Management Inc | 0.07% | Reduce -0.2% | 5,080 | $261K |
| Pegasus Partners Ltd. | 0.03% | No change | 5,063 | $260K |
| Roman Butler Fullerton & Co. | 0.08% | Add +0.4% | 5,036 | $258K |
| Sax Wealth Advisors, LLC | 0.02% | Add +0.1% | 5,029 | $258K |
| Franklin Resources Inc. | 0.00% | No change | 5,021 | $258K |
| Optimist Retirement Group LLC | 0.13% | Add +0.1% | 4,999 | $256K |
| Tranquility Partners, LLC | 0.10% | Reduce -1.1% | 4,976 | $255K |
| Independent Financial Group, LLC | 0.01% | Add +2.4% | 4,922 | $252K |
| Mattern Wealth Management LLC | 0.06% | No change | 4,906 | $252K |
| JDM Financial Group LLC | 0.17% | Add +0.0% | 4,906 | $252K |
| Sovereign Financial Group, Inc. | 0.06% | No change | 4,883 | $250K |
| PCG Wealth Advisors, LLC | 0.11% | No change | 4,839 | $248K |
| Arete Wealth Advisors, LLC | 0.02% | New | 4,820 | $247K |
| HB Wealth Management, LLC | 0.00% | No change | 4,757 | $244K |
| Baird Financial Group, Inc. | 0.00% | No change | 4,729 | $243K |
| Shepherd Financial Partners LLC | 0.03% | No change | 4,708 | $242K |
| Meridian Wealth Management, LLC | 0.03% | New | 4,614 | $237K |
| Mystic Asset Management, Inc. | 0.09% | Add +5.4% | 4,570 | $234K |
| Napa Wealth Management | 0.16% | Add +0.3% | 4,537 | $233K |
| Comerica Bank | 0.00% | Reduce -31.9% | 4,520 | $232K |
| Brookstone Capital Management | 0.00% | Reduce -15.1% | 4,275 | $230K |
| Emprise Bank | 0.14% | New | 4,384 | $225K |
| Oakworth Capital, Inc. | 0.02% | Add +6330.9% | 4,373 | $224K |
| Brighton Jones LLC | 0.01% | New | 4,323 | $222K |
| Lockerman Financial Group, Inc. | 0.40% | Reduce -1.0% | 4,318 | $222K |
| Detalus Advisors, LLC | 0.07% | Reduce -35.8% | 4,257 | $218K |
| Ballentine Partners, LLC | 0.00% | Reduce -4.9% | 4,247 | $218K |
| Convergence Financial, LLC | 0.06% | Reduce -60.5% | 4,238 | $217K |
| Mgo One Seven LLC | 0.01% | Reduce -3.7% | 4,224 | $217K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 4,212 | $216K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.1% | 4,198 | $215K |
| Creative Financial Designs Inc. | 0.02% | Add +10.4% | 4,162 | $214K |
| Signaturefd, LLC | 0.00% | Add +53.2% | 4,154 | $213K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -13.6% | 4,144 | $213K |
| Norden Group LLC | 0.04% | Reduce -9.6% | 4,139 | $212K |
| Marshall Wace, LLP | 0.00% | New | 4,107 | $211K |
| My Personal CFO, LLC | 0.11% | No change | 4,101 | $210K |
| Guardian Wealth Advisors, LLC | 0.14% | No change | 4,100 | $210K |
| Strategic Investment Advisors / MI | 0.03% | Add +1.7% | 4,075 | $209K |
| True North Advisors, LLC | 0.05% | No change | 3,992 | $205K |
| Venture Visionary Partners LLC | 0.01% | Reduce -1.3% | 3,938 | $202K |
| Iams Wealth Management, LLC | 0.11% | New | 3,931 | $202K |
| Renaissance Technologies | 0.00% | Reduce -23.5% | 3,900 | $200K |
| Denver PWM, LLC | 0.08% | New | 3,853 | $198K |
| Lanark Financial, Inc. | 0.02% | No change | 3,708 | $190K |
| Principal Securities, Inc. | 0.01% | Add +1029.4% | 3,648 | $187K |
| Front Row Advisors LLC | 0.06% | Add +2.7% | 3,567 | $183K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 3,184 | $174K |
| Vermillion & White Wealth Management Group, LLC | 0.13% | No change | 3,331 | $171K |
| Richard W. Paul & Associates, LLC | 0.07% | Add +1.3% | 3,328 | $171K |
| Spire Wealth Management | 0.01% | Add +90.5% | 3,235 | $166K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +42.3% | 3,228 | $166K |
| Phillips Financial Management, LLC | 0.01% | Add +0.3% | 3,203 | $164K |
| NFSG Corp | 0.06% | Add +15.5% | 3,124 | $160K |
| Paladin Advisory Group, LLC | 0.12% | No change | 3,067 | $156K |
| Keener Financial Planning LLC | 0.10% | No change | 3,027 | $155K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,824 | $145K |
| Whittier Trust Co. | 0.00% | Reduce -1.8% | 2,701 | $139K |
| Castleview Partners, LLC | 0.08% | Add +35.7% | 2,643 | $136K |
| Northwest Capital Management Inc | 0.05% | Reduce -11.7% | 2,568 | $132K |
| Pineridge Advisors LLC | 0.04% | New | 2,241 | $115K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 1,964 | $101K |
| NorthRock Partners, LLC | 0.00% | New | 1,828 | $94K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -2.9% | 1,825 | $94K |
| Hilltop National Bank | 0.03% | No change | 1,776 | $91K |
| US Bancorp \de | 0.00% | Reduce -8.7% | 1,667 | $86K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.2% | 1,609 | $83K |
| Carmichael Hill & Associates, Inc. | 0.03% | Add +10.0% | 1,546 | $79K |
| Balefire, LLC | 0.02% | Reduce -11.3% | 1,331 | $68K |
| Armor Investment Advisors, LLC | 0.03% | No change | 1,240 | $64K |
| M&R Capital Management Inc. | 0.01% | Add +14.1% | 1,230 | $63K |
| WealthShield Partners, LLC | 0.01% | Add +0.3% | 1,220 | $63K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,165 | $60K |
| Realta Investment Advisors | 0.01% | Add +0.1% | 1,135 | $58K |
| Jones Financial Companies LLLP | 0.00% | New | 1,065 | $55K |
| PrairieView Partners, LLC | 0.01% | Add +16.2% | 1,032 | $52K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -47.4% | 1,000 | $51K |
| JFS Wealth Advisors, LLC | 0.00% | Add +17.1% | 958 | $49K |
| Family Asset Management, LLC | 0.03% | New | 926 | $48K |
| PFG Private Wealth Management, LLC | 0.03% | Add +9.3% | 914 | $47K |
| CarsonAllaria Wealth Management, Ltd. | 0.03% | No change | 884 | $45K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 867 | $44K |
| Ancora Advisors LLC | 0.00% | No change | 806 | $41K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -11.2% | 776 | $40K |
| Caitlin John, LLC | 0.03% | Add +45.4% | 737 | $38K |
| Creekmur Asset Management LLC | 0.01% | No change | 684 | $35K |
| Carolina Wealth Advisors, LLC | 0.02% | No change | 670 | $34K |
| DecisionPoint Financial, LLC | 0.01% | No change | 612 | $33K |
| Westside Investment Management, Inc. | 0.01% | No change | 644 | $33K |
| Mather Group, Llc. | 0.00% | Add +126.2% | 604 | $32K |
| Winch Advisory Services, LLC | 0.01% | Add +0.5% | 627 | $32K |
| WR Wealth Planners, LLC | 0.01% | Add +75.4% | 607 | $31K |
| Tompkins Financial Corp. | 0.00% | No change | 590 | $30K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.2% | 582 | $30K |
| Rothschild Investment LLC | 0.00% | Add +278.9% | 576 | $30K |
| Sittner & Nelson, LLC | 0.01% | No change | 565 | $29K |
| CENTRAL TRUST Co | 0.00% | No change | 554 | $28K |
| Smartleaf Asset Management LLC | 0.00% | Add +22.2% | 540 | $28K |
| Bank of Montreal | 0.00% | Reduce -61.8% | 505 | $26K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -1.4% | 495 | $25K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.4% | 462 | $24K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 449 | $23K |
| Tyler-Stone Wealth Management | 0.01% | No change | 442 | $23K |
| Main Street Group, LTD | 0.01% | Reduce -12.2% | 345 | $18K |
| National Bank of Canada | 0.00% | New | 315 | $16K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 291 | $15K |
| EdgeRock Capital LLC | 0.01% | New | 273 | $14K |
| Beacon Capital Management, LLC | 0.00% | No change | 236 | $12K |
| Sound Income Strategies, LLC | 0.00% | No change | 223 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -96.7% | 194 | $11K |
| First Command Advisory Services, Inc. | 0.00% | No change | 200 | $10K |
| Global Trust Asset Management, LLC | 0.00% | No change | 189 | $10K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +5.5% | 174 | $9K |
| Glenmede Trust Co. NA | 0.00% | Add +7.1% | 165 | $8K |
| Stone House Investment Management, LLC | 0.00% | Reduce -92.5% | 159 | $8K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 158 | $8K |
| Deutsche Bank AG | 0.00% | No change | 132 | $7K |
| Lindbrook Capital, LLC | 0.00% | No change | 128 | $7K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -93.4% | 122 | $6K |
| Arax Advisory Partners | 0.00% | Reduce -28.1% | 118 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -20.4% | 113 | $6K |
| REAP Financial Group, LLC | 0.00% | Reduce -4.5% | 105 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 90 | $5K |
| Atlantic Private Wealth, LLC | 0.00% | Add +1.1% | 89 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 84 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -68.6% | 80 | $4K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 72 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | — | 70 | $4K |
| Horizon Financial Services, LLC | 0.00% | No change | 66 | $3K |
| NewSquare Capital LLC | 0.00% | No change | 64 | $3K |
| Janiczek Wealth Management, LLC | 0.00% | Add +1.7% | 60 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 56 | $3K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -92.2% | 54 | $3K |
| Sachetta, LLC | 0.00% | Add +25.0% | 35 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 36 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 24 | $1K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 23 | $1K |
| Clearstead Advisors, LLC | 0.00% | No change | 21 | $1K |
| Covestor Ltd | 0.00% | Add +4.3% | 24 | $1K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 16 | $821 |
| Triad Wealth Partners, LLC | 0.00% | New | 15 | $770 |
| Macroview Investment Management LLC | 0.00% | Add +8.3% | 13 | $643 |
| Citigroup Inc. | 0.00% | Reduce -98.2% | 10 | $513 |
| Tucker Asset Management LLC | 0.00% | No change | 6 | $308 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -94.3% | 205 | $145 |
| Evolution Advisers, Inc. | 0.00% | No change | 15 | $0 |
"% 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.