SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q3 2024 (September 30)622holders +32
53new positions
26sold out
4famous investors
$54.69avg. 13F price*
At the end of Q3 2024, 622 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings, up 32 from Q2 2024. 53 opened new positions and 26 sold out. The largest holders were Creative Planning ($4.0B), Betterment LLC ($945.2M) and LPL Financial LLC ($667.2M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P S&P 400 Midcap ETF
- Filed as
- SPDR SER TR (Q3 2024)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $80.1M |
| Exits | 26 | $31.5M |
All 13F filers, Q2 2024 → Q3 2024: 12,697,008 shares bought and 3,385,593 shares sold, net +9,311,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 622 holders
| Creative Planning | 3.97% | Add +5.0% | 73,250,119 | $4.0B |
| Betterment LLC | 2.26% | Add +6.3% | 17,285,695 | $945.2M |
| LPL Financial LLC | 0.30% | Reduce -1.3% | 12,201,636 | $667.2M |
| Valmark Advisers, Inc. | 5.02% | Add +2.7% | 5,858,939 | $320.4M |
| Cwm, LLC | 1.35% | Add +11.9% | 5,721,998 | $312.9M |
| AlTi Global, Inc. | 7.34% | Reduce -3.8% | 5,583,672 | $305.3M |
| HighTower Advisors, LLC | 0.22% | Add +3.8% | 2,729,607 | $149.2M |
| Morgan Stanley | 0.01% | Add +2.2% | 2,057,781 | $112.5M |
| RFG Advisory, LLC | 2.73% | Add +8.0% | 1,640,052 | $89.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +108.5% | 1,452,134 | $79.4M |
| Atlas Private Wealth Advisors | 10.19% | Reduce -0.4% | 1,285,575 | $70.3M |
| Great Valley Advisor Group, Inc. | 1.68% | Add +17.4% | 1,247,843 | $68.2M |
| Private Advisor Group, LLC | 0.42% | Reduce -1.5% | 1,244,270 | $68.0M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +36.9% | 1,188,615 | $65.0M |
| Savant Capital, LLC | 0.53% | Reduce -20.5% | 1,170,853 | $64.0M |
| Auto-Owners Insurance Co | 1.39% | No change | 1,040,000 | $56.8M |
| Texas Permanent School Fund Corp. | 9.10% | New | 994,271 | $54.4M |
| Osaic Holdings, Inc. | 0.12% | Add +6.4% | 987,347 | $54.0M |
| Cornerstone Wealth Management, LLC | 3.65% | Add +4.9% | 948,321 | $51.9M |
| Wealthcare Advisory Partners LLC | 1.33% | Add +3.3% | 852,189 | $46.6M |
| Koss-Olinger Consulting, LLC | 3.82% | Add +2.5% | 804,792 | $44.0M |
| Mason Street Advisors, LLC | 4.79% | Add +899.9% | 720,900 | $39.4M |
| First Command Advisory Services, Inc. | 0.38% | Add +359612.5% | 719,425 | $39.3M |
| JNBA Financial Advisors | 3.91% | Reduce -19.1% | 709,256 | $38.8M |
| Waller Financial Planning Group, Inc. | 9.28% | Add +0.2% | 684,107 | $37.4M |
| Peterson Wealth Advisors, LLC | 6.75% | Add +4.7% | 653,336 | $35.7M |
| Wells Fargo & Company | 0.01% | Add +1.8% | 638,191 | $34.9M |
| Good Life Advisors, LLC | 2.13% | Add +6.3% | 633,184 | $34.6M |
| AlphaStar Capital Management, LLC | 2.64% | Add +8.4% | 608,405 | $33.3M |
| Royal Bank of Canada | 0.01% | Add +4.9% | 604,099 | $33.0M |
| Blair William & Co. | 0.09% | Add +2.6% | 572,279 | $31.3M |
| HHM Wealth Advisors, LLC | 4.37% | Add +3.7% | 563,921 | $30.8M |
| Global Retirement Partners, LLC | 0.90% | Reduce -1.2% | 544,681 | $29.8M |
| Hills Bank & Trust Co | 2.25% | Add +1.5% | 544,324 | $29.8M |
| ACT Advisors, LLC. | 13.25% | Add +2449.5% | 513,615 | $28.1M |
| 1900 Wealth Management LLC | 2.38% | Add +12.6% | 508,316 | $27.8M |
| Assetmark, Inc. | 0.07% | Reduce -2.1% | 464,287 | $25.4M |
| Bank of America Corp. | 0.00% | Add +11.4% | 444,776 | $24.3M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +0.7% | 427,327 | $23.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.6% | 412,109 | $22.5M |
| UBS Group AG | 0.01% | Add +5.4% | 377,128 | $20.6M |
| Financial Strategies Group, Inc. | 4.78% | Add +0.6% | 367,226 | $20.4M |
| Corient Private Wealth LP | 0.03% | Add +1.0% | 365,578 | $20.0M |
| North Star Asset Management Inc. | 0.90% | Add +6.3% | 365,513 | $20.0M |
| Fifth Third Bancorp | 0.07% | Add +15.8% | 365,033 | $20.0M |
| Equitable Holdings, Inc. | 0.19% | Add +10.3% | 364,350 | $19.9M |
| Reston Wealth Management LLC | 7.02% | Reduce -0.2% | 354,502 | $19.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.88% | Add +7.4% | 351,428 | $19.2M |
| TLWM | 3.87% | Add +0.4% | 348,919 | $19.1M |
| First National Trust Co | 0.73% | Add +0.3% | 344,394 | $18.8M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +21.9% | 335,142 | $18.3M |
| Impact Partnership Wealth, LLC | 4.12% | Add +17.9% | 334,200 | $18.3M |
| MML Investors Services, LLC | 0.07% | Add +0.9% | 329,051 | $18.0M |
| Cahaba Wealth Management, Inc. | 1.45% | Reduce -0.1% | 321,321 | $17.6M |
| St Germain D J Co. Inc. | 0.79% | Add +5.3% | 315,168 | $17.2M |
| Sollinda Capital Management LLC | 4.49% | Reduce -1.2% | 290,738 | $15.9M |
| Waverly Advisors, LLC | 0.29% | Add +3.2% | 289,765 | $15.8M |
| Citizens & Northern Corp. | 4.56% | Add +0.1% | 277,928 | $15.2M |
| Measured Wealth Private Client Group, LLC | 5.01% | Reduce -22.2% | 273,795 | $15.0M |
| Summit Trail Advisors, LLC | 0.36% | Add +2018.4% | 267,303 | $14.6M |
| Cetera Investment Advisers | 0.03% | Add +3.2% | 264,713 | $14.5M |
| New Perspectives, Inc | 7.50% | Add +3.4% | 257,536 | $14.1M |
| Townsquare Capital LLC | 0.15% | Add +24.2% | 236,090 | $12.9M |
| Farther Finance Advisors, LLC | 0.48% | Add +44.9% | 235,563 | $12.9M |
| Financial Gravity Companies, Inc. | 3.32% | — | 226,751 | $12.4M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +16.0% | 226,658 | $12.4M |
| Geneos Wealth Management Inc. | 0.47% | Add +6.2% | 225,927 | $12.4M |
| Higgins & Schmidt Wealth Strategies LLC | 7.84% | Add +5.9% | 222,188 | $12.1M |
| Western Wealth Management, LLC | 0.68% | Add +10.2% | 217,913 | $11.9M |
| Allworth Financial LP | 0.07% | Add +5.0% | 217,506 | $11.9M |
| Pinkerton Wealth, LLC | 1.69% | Reduce -11.6% | 212,085 | $11.6M |
| Advance Capital Management, Inc. | 0.51% | Add +0.3% | 209,294 | $11.4M |
| Montz Harcus Wealth Management LLC | 6.49% | Add +7.3% | 203,194 | $11.1M |
| Alta Wealth Advisors LLC | 5.05% | Add +8.2% | 201,871 | $11.0M |
| WBH Advisory Inc. | 1.04% | Add +4.3% | 200,598 | $11.0M |
| Retirement Income Solutions, Inc. | 2.42% | Reduce -0.1% | 193,369 | $10.6M |
| First International Bank & Trust | 3.38% | Reduce -3.0% | 193,017 | $10.6M |
| Moneta Group Investment Advisors LLC | 0.15% | Reduce -3.2% | 191,907 | $10.5M |
| NewEdge Advisors, LLC | 0.07% | Reduce -1.1% | 189,395 | $10.4M |
| Avior Wealth Management, LLC | 0.41% | Add +7.2% | 187,913 | $10.3M |
| Cascade Financial Partners, LLC | 1.28% | Add +2.0% | 185,673 | $10.2M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -2.9% | 186,265 | $10.2M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -2.9% | 186,265 | $10.2M |
| Windsor Capital Management, LLC | 2.95% | Reduce -1.3% | 186,092 | $10.2M |
| Louisiana State Employees Retirement System | 0.19% | Reduce -11.1% | 185,800 | $10.2M |
| Symphony Financial, Ltd. Co. | 1.68% | Add +7.8% | 185,850 | $10.2M |
| Beacon Pointe Advisors, LLC | 0.12% | Reduce -0.5% | 185,448 | $10.1M |
| PSI Advisors, LLC | 2.90% | Add +1.8% | 181,247 | $9.9M |
| IAG Wealth Partners, LLC | 1.81% | Add +8.7% | 178,746 | $9.8M |
| Leslie Global Wealth, LLC | 4.69% | Add +5.3% | 176,634 | $9.7M |
| Syntegra Private Wealth Group, LLC | 1.11% | Reduce -0.7% | 176,105 | $9.6M |
| Wealthspire Advisors, LLC | 0.10% | Reduce -7.4% | 174,758 | $9.6M |
| Wrapmanager Inc. | 2.47% | Add +29.6% | 174,483 | $9.5M |
| Park Avenue Securities LLC | 0.11% | Add +3.4% | 174,455 | $9.5M |
| Trilogy Capital Inc. | 0.48% | Reduce -18.2% | 174,109 | $9.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.4% | 170,417 | $9.3M |
| Pachira Investments Inc. | 7.02% | Reduce -1.0% | 166,822 | $9.1M |
| Pathstone Holdings, LLC | 0.04% | No change | 165,106 | $9.0M |
| Mariner, LLC | 0.02% | Reduce -28.5% | 164,984 | $9.0M |
| Collaborative Wealth Managment Inc. | 4.05% | Add +5.2% | 163,792 | $9.0M |
| Sanctuary Advisors, LLC | 0.06% | Add +27.9% | 152,365 | $8.9M |
| Exchange Capital Management, Inc. | 1.38% | Add +30.8% | 158,843 | $8.7M |
| CGN Advisors LLC | 0.87% | Reduce -10.0% | 158,608 | $8.7M |
| KWB Wealth | 1.12% | Reduce -0.7% | 167,506 | $8.6M |
| Private Wealth Group, LLC | 4.21% | Reduce -1.7% | 154,167 | $8.4M |
| Capital Analysts, LLC | 0.34% | Add +5.1% | 153,488 | $8.4M |
| M Holdings Securities, Inc. | 2.10% | Reduce -4.8% | 152,780 | $8.4M |
| TPG Financial Advisors, LLC | 3.57% | Add +3.8% | 145,114 | $7.9M |
| HM Payson & Co. | 0.13% | No change | 143,785 | $7.9M |
| Marathon Strategic Advisors, LLC | 8.24% | Add +19.0% | 142,685 | $7.8M |
| FF Advisors,LLC | 5.03% | Add +0.1% | 139,062 | $7.7M |
| Evermay Wealth Management LLC | 1.24% | Add +63.8% | 141,248 | $7.7M |
| Pecaut & Co. | 2.70% | Add +4.6% | 139,221 | $7.6M |
| Foundations Investment Advisors, LLC | 0.16% | Add +7.8% | 138,682 | $7.6M |
| Cary Street Partners Asset Management LLC | 1.00% | Add +10.2% | 138,437 | $7.6M |
| Perennial Investment Advisors, LLC | 0.96% | Add +8.8% | 134,530 | $7.4M |
| Octavia Wealth Advisors, LLC | 0.90% | Add +20.6% | 134,164 | $7.3M |
| JPMorgan Chase & Co. | 0.00% | Add +50.1% | 132,207 | $7.2M |
| Capital Investment Advisory Services, LLC | 0.68% | Reduce -0.2% | 131,891 | $7.2M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -4.7% | 128,930 | $7.0M |
| Berkeley Capital Partners, LLC | 2.00% | Add +2.1% | 127,961 | $7.0M |
| Bensler, LLC | 0.88% | Add +15.8% | 127,104 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.2% | 124,931 | $6.8M |
| Warren Street Wealth Advisors, LLC | 2.78% | Add +3.3% | 122,728 | $6.7M |
| Precedent Wealth Partners, LLC | 2.18% | Add +55.1% | 121,081 | $6.6M |
| IHT Wealth Management, LLC | 0.19% | Reduce -53.1% | 119,459 | $6.5M |
| Arq Wealth Advisors, LLC | 2.45% | Add +9.9% | 119,567 | $6.5M |
| SPC Financial, Inc. | 0.57% | Reduce -0.1% | 118,450 | $6.5M |
| Northern Trust Corp. | 0.00% | Reduce -0.0% | 117,769 | $6.4M |
| Walkner Condon Financial Advisors LLC | 1.26% | Add +3.9% | 113,320 | $6.2M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -23.1% | 110,996 | $6.1M |
| Leicht Financial Planning & Wealth Management, Inc. | 3.03% | Add +2.5% | 110,113 | $6.0M |
| Carnegie Investment Counsel | 0.18% | Add +3.0% | 110,006 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +76.4% | 109,724 | $6.0M |
| Oarsman Capital, Inc. | 1.10% | Add +7.0% | 109,141 | $6.0M |
| Millington Financial Advisors, LLC | 3.71% | Add +9.9% | 108,828 | $6.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -11.2% | 108,049 | $5.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.9% | 107,985 | $5.9M |
| Debussy Capital Management LP | 1.70% | Reduce -2.9% | 106,809 | $5.8M |
| Hibernia Wealth Partners, LLC | 1.94% | Add +14.2% | 102,373 | $5.6M |
| Stewardship Advisors, LLC | 1.54% | Reduce -28.5% | 99,942 | $5.5M |
| Wealthquest Corp | 0.46% | Reduce -62.8% | 96,478 | $5.2M |
| Gladstone Institutional Advisory LLC | 0.26% | Add +88.3% | 95,528 | $5.2M |
| Focus Partners Wealth | 0.02% | Add +4.8% | 95,499 | $5.2M |
| Raymond James & Associates | 0.00% | Add +8.3% | 95,043 | $5.2M |
| Zhang Financial LLC | 0.32% | Add +41.4% | 93,267 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +60.3% | 92,668 | $5.1M |
| Resonant Capital Advisors, LLC | 0.35% | Reduce -0.4% | 87,894 | $4.8M |
| Anfield Capital Management, LLC | 1.81% | Add +2.9% | 86,915 | $4.8M |
| Founders Financial Alliance, LLC | 1.32% | Reduce -2.3% | 86,626 | $4.7M |
| Merit Financial Group, LLC | 0.10% | Reduce -15.6% | 82,854 | $4.5M |
| IFG Advisory, LLC | 0.29% | Reduce -0.6% | 82,677 | $4.5M |
| Flagship Harbor Advisors, LLC | 0.24% | Add +8.9% | 81,119 | $4.4M |
| Cerity Partners LLC | 0.01% | Reduce -0.9% | 78,369 | $4.3M |
| Chicago Partners Investment Group LLC | 0.15% | Add +8.0% | 75,979 | $4.2M |
| Nottingham Advisors, Inc. | 0.46% | Add +81.7% | 75,942 | $4.2M |
| Modera Wealth Management, LLC | 0.05% | Reduce -1.9% | 75,303 | $4.1M |
| Advisor OS, LLC | 0.41% | Add +15.2% | 74,650 | $4.1M |
| MJP Associates Inc. | 0.77% | Add +12.2% | 74,616 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.5% | 74,360 | $4.0M |
| Vista Investment Management | 1.48% | Add +2.6% | 72,029 | $3.9M |
| Pure Financial Advisors, LLC | 0.09% | Reduce -3.2% | 68,130 | $3.7M |
| Ausdal Financial Partners, Inc. | 0.38% | Reduce -7.2% | 67,228 | $3.7M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.79% | Add +6.9% | 66,300 | $3.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -4.4% | 66,257 | $3.6M |
| United Asset Strategies, Inc. | 0.34% | Add +10.3% | 66,010 | $3.6M |
| Retirement Planning Group, LLC | 0.20% | Add +3.3% | 65,972 | $3.6M |
| Investment Planning Advisors, Inc. | 1.83% | No change | 69,907 | $3.6M |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 65,268 | $3.6M |
| Commerce Bank | 0.02% | Add +464.9% | 65,262 | $3.6M |
| Lynx Investment Advisory | 2.53% | Add +7.4% | 64,380 | $3.5M |
| Register Financial Advisors LLC | 1.79% | Add +3.1% | 63,924 | $3.5M |
| ORBA Wealth Advisors, L.L.C. | 1.77% | Add +3.6% | 63,875 | $3.5M |
| Truefg, LLC | 1.13% | Add +1.5% | 63,076 | $3.4M |
| Annapolis Financial Services, LLC | 1.02% | Add +0.1% | 62,826 | $3.4M |
| Wealth Management Resources, Inc. | 1.35% | Reduce -2.9% | 61,660 | $3.4M |
| GeoWealth Management, LLC | 0.12% | Add +286.8% | 61,075 | $3.3M |
| Chemung Canal Trust Co. | 0.67% | No change | 60,994 | $3.3M |
| Dakota Wealth Management | 0.07% | Add +214.9% | 60,088 | $3.3M |
| Goodman Financial Corp | 0.72% | Reduce -1.7% | 59,008 | $3.2M |
| D. E. Shaw & Co. | 0.00% | Add +40.8% | 58,708 | $3.2M |
| Aspire Private Capital, LLC | 0.74% | Add +0.7% | 56,917 | $3.1M |
| Sharkey, Howes & Javer | 0.44% | New | 56,074 | $3.1M |
| Manhattan West Asset Management, LLC | 0.78% | Add +201.5% | 55,269 | $3.0M |
| Bill Few Associates, Inc. | 1.07% | Add +8.9% | 54,993 | $3.0M |
| G&S Capital LLC | 1.25% | Add +1.1% | 54,448 | $3.0M |
| NovaPoint Capital, LLC | 0.92% | Add +0.1% | 54,372 | $3.0M |
| Abich Financial Wealth Management LLC | 6.55% | Reduce -69.9% | 53,302 | $2.9M |
| Cary Street Partners Investment Advisory LLC | 0.11% | Add +11.6% | 52,841 | $2.9M |
| Cavalier Investments, LLC | 0.88% | Reduce -4.7% | 52,448 | $2.9M |
| Blueprint Investment Partners LLC | 0.51% | Reduce -4.3% | 51,749 | $2.8M |
| Brio Consultants, LLC | 0.45% | Reduce -4.7% | 51,384 | $2.8M |
| IFP Advisors, Inc | 0.10% | Add +76.3% | 51,055 | $2.8M |
| Compass Wealth Management LLC | 0.65% | Add +20.0% | 50,720 | $2.8M |
| SOL Capital Management CO | 0.31% | Add +18.5% | 50,545 | $2.8M |
| Destiny Capital Corp | 1.70% | Reduce -2.5% | 50,400 | $2.8M |
| Executive Wealth Management, LLC | 0.21% | Reduce -70.2% | 49,930 | $2.7M |
| Wealth Advisory Solutions, LLC | 0.75% | Add +7.5% | 49,565 | $2.7M |
| Kohmann Bosshard Financial Services, LLC | 0.34% | Reduce -2.0% | 49,374 | $2.7M |
| Shum Financial Group, Inc. | 2.23% | — | 46,482 | $2.7M |
| Landmark Wealth Management, Inc. | 1.29% | Add +6.9% | 47,455 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -60.5% | 46,682 | $2.6M |
| Moisand Fitzgerald Tamayo, LLC | 0.35% | Reduce -17.0% | 46,295 | $2.5M |
| Centaurus Financial, Inc. | 0.16% | Add +1.2% | 45,302 | $2.5M |
| Towercrest Capital Management | 0.40% | Reduce -4.5% | 45,114 | $2.5M |
| Harbour Investments, Inc. | 0.07% | Add +3.1% | 44,071 | $2.4M |
| Tower Research Capital LLC (TRC) | 0.06% | New | 43,678 | $2.4M |
| Captrust Financial Advisors | 0.01% | Reduce -13.7% | 43,481 | $2.4M |
| SIMA Wealth Partners, LLC | 1.96% | Add +7.6% | 41,317 | $2.3M |
| Larson Financial Group LLC | 0.13% | Add +7.3% | 41,268 | $2.3M |
| Naples Global Advisors, LLC | 0.21% | Add +1.8% | 41,266 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +20.7% | 40,466 | $2.2M |
| RKL Wealth Management LLC | 0.20% | New | 40,337 | $2.2M |
| Nicolet Advisory Services, LLC | 0.20% | Reduce -3.1% | 39,466 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +14.7% | 38,789 | $2.1M |
| Prairie Sky Financial Group LLC | 1.20% | Reduce -0.5% | 38,584 | $2.1M |
| AdvisorNet Financial, Inc | 0.16% | Add +5.1% | 38,351 | $2.1M |
| Kelman-Lazarov, Inc. | 0.35% | Add +0.7% | 37,580 | $2.1M |
| Alliance Wealth Management Group | 0.54% | Reduce -4.7% | 37,010 | $2.0M |
| Crescent Grove Advisors, LLC | 0.21% | Reduce -1.5% | 36,794 | $2.0M |
| Power Wealth Management LLC | 0.86% | Add +20.6% | 36,685 | $2.0M |
| McClarren Financial Advisors, Inc. | 0.25% | Add +454.6% | 1,137 | $2.0M |
| Jacobi Capital Management LLC | 0.15% | Reduce -2.5% | 35,918 | $2.0M |
| Rehmann Capital Advisory Group | 0.13% | Add +9.8% | 35,223 | $1.9M |
| Pinnacle Family Advisors, LLC | 0.97% | New | 34,410 | $1.9M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -3.6% | 33,940 | $1.9M |
| VCI Wealth Management LLC | 0.82% | Reduce -54.9% | 33,820 | $1.8M |
| JSF Financial, LLC | 0.53% | Reduce -10.2% | 33,190 | $1.8M |
| Sterling Investment Advisors, Ltd. | 0.46% | Add +7.5% | 32,993 | $1.8M |
| S.A. Mason LLC | 0.95% | Add +14.5% | 32,802 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +3.3% | 32,635 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +200.8% | 32,207 | $1.8M |
| AQR Capital Management | 0.00% | Add +162.9% | 31,272 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Add +42.6% | 30,095 | $1.6M |
| Summit Investment Advisory Services, LLC | 0.87% | New | 29,911 | $1.6M |
| Evergreen Capital Management LLC | 0.05% | Add +50.5% | 29,816 | $1.6M |
| Meridian Financial Advisors, LLC | 1.07% | Reduce -2.0% | 29,331 | $1.6M |
| PAX Financial Group, LLC | 0.28% | Reduce -5.5% | 29,064 | $1.6M |
| Financial Enhancement Group LLC | 0.30% | Add +206.5% | 37,010 | $1.6M |
| Municipal Employees' Retirement System of Michigan | 0.02% | Add +5.0% | 26,947 | $1.5M |
| Keystone Wealth Services, LLC | 0.41% | Add +0.3% | 26,930 | $1.5M |
| NewEdge Wealth, LLC | 0.03% | New | 26,821 | $1.5M |
| Stevens Capital Partners | 0.70% | Add +7.9% | 26,780 | $1.5M |
| Two Sigma Investments, LP | 0.00% | New | 26,500 | $1.4M |
| Key Financial Inc | 0.32% | Add +2.9% | 26,301 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +7.1% | 26,105 | $1.4M |
| Watershed Private Wealth LLC | 0.56% | Reduce -3.6% | 25,485 | $1.4M |
| Financial Advocates Investment Management | 0.08% | Add +10.6% | 25,564 | $1.4M |
| Quadcap Wealth Management, LLC | 0.22% | Reduce -3.8% | 25,269 | $1.4M |
| TKG Advisors, LLC | 0.68% | Add +2.6% | 25,017 | $1.4M |
| Fingerlakes Wealth Management, Inc. | 1.14% | Reduce -0.7% | 25,005 | $1.4M |
| Roundview Capital LLC | 0.10% | Add +25.9% | 24,886 | $1.4M |
| Alaska Wealth Advisors, LLC | 0.20% | Reduce -0.8% | 24,290 | $1.3M |
| Trinity Wealth Management, LLC | 0.60% | Add +2.0% | 23,914 | $1.3M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Add +0.4% | 23,840 | $1.3M |
| BIP Wealth, LLC | 0.09% | Add +30.0% | 23,832 | $1.3M |
| Southeast Asset Advisors, LLC | 0.14% | No change | 22,950 | $1.3M |
| Wealthcare Capital Management LLC | 0.12% | Add +34.1% | 22,770 | $1.2M |
| Addison Capital Co | 0.50% | Add +30.0% | 22,522 | $1.2M |
| Raleigh Capital Management Inc. | 0.47% | Add +11.0% | 22,489 | $1.2M |
| Clear Creek Financial Management, LLC | 0.14% | Reduce -7.1% | 22,357 | $1.2M |
| Financial Insights, Inc. | 0.39% | Reduce -53.2% | 22,000 | $1.2M |
| Private Trust Co. NA | 0.12% | Add +6.5% | 21,850 | $1.2M |
| Moors & Cabot, Inc. | 0.06% | Add +2.5% | 21,760 | $1.2M |
| Beta Wealth Group, Inc. | 0.53% | Add +5.9% | 21,682 | $1.2M |
| Wedmont Private Capital | 0.07% | Reduce -46.8% | 21,590 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.5% | 21,316 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.48% | Add +2.5% | 21,252 | $1.2M |
| Lifeworks Advisors, LLC | 0.22% | Add +45.2% | 20,351 | $1.1M |
| Aptus Capital Advisors, LLC | 0.02% | Add +5.6% | 20,283 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Add +0.2% | 20,204 | $1.1M |
| Ethos Financial Group, LLC | 0.18% | No change | 20,151 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.1% | 20,086 | $1.1M |
| Tilia Fiduciary Partners, Inc. | 0.76% | Reduce -1.9% | 19,976 | $1.1M |
| Canvas Wealth Advisors, LLC | 0.30% | Reduce -11.7% | 19,816 | $1.1M |
| Waddell & Associates, LLC | 0.13% | Add +0.5% | 19,709 | $1.1M |
| FMR LLC | 0.00% | Add +6.4% | 19,666 | $1.1M |
| Curbstone Financial Management Corp | 0.23% | Add +15.9% | 19,650 | $1.1M |
| Delta Wealth Advisors LLC | 1.02% | Add +0.2% | 19,411 | $1.1M |
| Range Financial Group LLC | 1.45% | Reduce -65.4% | 19,311 | $1.1M |
| CFS Investment Advisory Services, LLC | 0.09% | Add +6.7% | 19,205 | $1.1M |
| Second Line Capital, LLC | 0.28% | Add +0.2% | 19,009 | $1.0M |
| AE Wealth Management LLC | 0.01% | Add +0.8% | 18,845 | $1.0M |
| Sterling Investment Counsel, LLC | 0.36% | Add +24.6% | 18,630 | $1.0M |
| Aveo Capital Partners, LLC | 0.11% | Add +3.6% | 18,609 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +55.3% | 18,700 | $1.0M |
| Richardson Financial Services Inc. | 0.64% | Add +2.2% | 19,674 | $1.0M |
| Goldstein Advisors, LLC | 0.15% | Add +117.1% | 18,373 | $1.0M |
| Tidemark, LLC | 0.41% | Add +8.2% | 18,276 | $999K |
| Duncker Streett & Co. Inc. | 0.18% | No change | 18,211 | $996K |
| Hobbs Group Advisors, LLC | 0.36% | Reduce -10.2% | 18,134 | $992K |
| Butensky & Cohen Financial Security, Inc. | 0.29% | Reduce -0.9% | 18,084 | $989K |
| WealthPLAN Partners, LLC | 0.13% | Reduce -2.7% | 17,994 | $984K |
| Cape Cod Five Cents Savings Bank | 0.09% | Reduce -1.9% | 17,963 | $982K |
| Kestra Advisory Services, LLC | 0.01% | Add +11.7% | 17,565 | $960K |
| Kavar Capital Partners Group, LLC | 0.15% | Reduce -0.9% | 17,487 | $956K |
| Ironwood Wealth Management, LLC. | 0.29% | Reduce -8.5% | 17,366 | $950K |
| Empower Advisory Group, LLC | 0.00% | Add +86.2% | 17,317 | $947K |
| Bessemer Group Inc. | 0.00% | No change | 16,664 | $911K |
| Advisory Alpha, LLC | 0.03% | Reduce -5.0% | 16,658 | $911K |
| Financial Management Network Inc. | 0.19% | Reduce -0.6% | 16,655 | $910K |
| Ascent Group, LLC | 0.07% | Reduce -3.1% | 16,555 | $905K |
| Clear Investment Research, LLC | 1.17% | Add +2.7% | 16,509 | $903K |
| Orin Green Financial, LLC | 0.39% | Reduce -0.1% | 16,469 | $901K |
| Worth Financial Advisory Group, LLC | 0.53% | Add +8.9% | 16,452 | $900K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.6% | 16,355 | $894K |
| UNIVEST FINANCIAL Corp | 0.06% | New | 16,298 | $891K |
| Arkansas Financial Group, Inc. | 0.15% | Add +2.5% | 16,293 | $891K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -8.6% | 15,977 | $874K |
| CreativeOne Wealth, LLC | 0.03% | Add +12.9% | 15,877 | $868K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 15,869 | $868K |
| Stegent Equity Advisors, Inc. | 0.96% | Reduce -3.1% | 15,862 | $867K |
| Moneco Advisors, LLC | 0.11% | Add +9.0% | 15,618 | $854K |
| Jordan Park Group LLC | 0.06% | No change | 15,552 | $850K |
| GPS Wealth Strategies Group, LLC | 0.11% | Reduce -63.4% | 15,480 | $846K |
| River Street Advisors LLC | 0.46% | Add +9.6% | 15,467 | $846K |
| Armbruster Capital Management, Inc. | 0.17% | Add +18.8% | 15,450 | $845K |
| Denver Wealth Management, Inc. | 0.39% | Reduce -5.9% | 15,445 | $845K |
| Ameritas Advisory Services, LLC | 0.04% | Add +45.7% | 15,092 | $825K |
| Fusion Family Wealth, LLC | 0.07% | No change | 14,891 | $814K |
| Retirement Planning Co of New England, Inc. | 0.40% | Add +2.5% | 14,762 | $807K |
| Austin Private Wealth, LLC | 0.08% | Add +7.7% | 14,753 | $807K |
| CarsonAllaria Wealth Management, Ltd. | 0.46% | Add +1563.1% | 14,702 | $804K |
| Richard P Slaughter Associates Inc | 0.19% | Add +8.8% | 14,697 | $804K |
| Householder Group Estate & Retirement Specialist, LLC | 0.23% | Reduce -2.7% | 14,525 | $794K |
| Twin Focus Capital Partners, LLC | 0.12% | No change | 14,400 | $787K |
| Gateway Wealth Partners, LLC | 0.21% | Reduce -2.1% | 14,218 | $777K |
| MGB Wealth Management, LLC | 0.28% | Add +1.1% | 14,129 | $773K |
| Flputnam Investment Management Co. | 0.01% | Add +0.3% | 14,118 | $772K |
| Sage Mountain Advisors LLC | 0.07% | No change | 14,116 | $772K |
| Money Concepts Capital Corp. | 0.06% | Reduce -6.6% | 14,071 | $769K |
| Csenge Advisory Group | 0.04% | Add +0.7% | 13,866 | $766K |
| Aldebaran Financial Inc. | 0.87% | Reduce -2.0% | 13,540 | $740K |
| White Pine Capital LLC | 0.25% | No change | 13,511 | $739K |
| Vicus Capital | 0.07% | Add +0.7% | 13,462 | $736K |
| High Probability Advisors, LLC | 0.12% | Add +11.6% | 13,192 | $721K |
| Graypoint LLC | 0.05% | Reduce -4.0% | 13,147 | $719K |
| ERn Financial, LLC | 0.11% | Reduce -0.4% | 13,085 | $715K |
| Ranch Capital Advisors Inc. | 0.33% | Add +8.0% | 12,976 | $710K |
| Smith, Moore & Co. | 0.07% | No change | 12,966 | $709K |
| GTS Securities LLC | 0.01% | New | 12,523 | $685K |
| PFG Advisors | 0.04% | Add +6.0% | 12,468 | $682K |
| Eldridge Investment Advisors, Inc. | 0.16% | Add +31.0% | 12,361 | $676K |
| F/m Investments LLC | 0.02% | Add +0.1% | 12,305 | $673K |
| Jackson Creek Investment Advisors LLC | 0.20% | Add +133.4% | 12,237 | $669K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.6% | 11,943 | $653K |
| Orange Investment Advisors, Inc. | 0.07% | Add +5.3% | 11,845 | $648K |
| Hill Island Financial LLC | 0.19% | Add +0.2% | 11,714 | $641K |
| Raymond James Trust N.A. | 0.01% | New | 11,706 | $640K |
| World Investment Advisors | 0.02% | Add +16.8% | 11,691 | $639K |
| Grey Ledge Advisors, LLC | 0.16% | Add +0.6% | 11,614 | $635K |
| SpiderRock Advisors, LLC | 0.01% | New | 11,608 | $635K |
| Drucker Wealth 3.0, LLC | 0.15% | Add +0.8% | 11,547 | $631K |
| Farrow Financial, Inc. | 0.38% | Add +2.1% | 11,162 | $610K |
| Johnson Investment Counsel Inc. | 0.01% | Add +50.5% | 11,067 | $605K |
| Revolve Wealth Partners, LLC | 0.09% | Reduce -53.6% | 10,986 | $601K |
| Compound Planning, Inc. | 0.04% | Reduce -2.6% | 10,982 | $601K |
| Apollon Financial, LLC | 0.18% | Add +4.8% | 10,958 | $599K |
| Arkadios Wealth Advisors | 0.03% | Add +0.2% | 10,951 | $599K |
| BCS Wealth Management | 0.25% | Reduce -7.1% | 10,928 | $598K |
| CW Advisors, LLC | 0.01% | Reduce -5.9% | 10,867 | $594K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -8.2% | 10,858 | $594K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +0.1% | 10,839 | $593K |
| Baldwin Wealth Partners LLC | 0.04% | New | 10,777 | $589K |
| Destination Wealth Management | 0.02% | New | 10,522 | $575K |
| Global Financial Private Client, LLC | 0.22% | Add +1.9% | 10,333 | $565K |
| Ieq Capital, LLC | 0.01% | No change | 10,207 | $558K |
| Advisory Services Network, LLC | 0.01% | No change | 10,518 | $540K |
| Compass Ion Advisors, LLC | 0.06% | Add +0.3% | 9,668 | $529K |
| Lutz Financial Services LLC | 0.04% | No change | 9,573 | $523K |
| Northern Capital Management, Inc. | 0.32% | Add +18.1% | 9,388 | $513K |
| Advisor Resource Council | 0.23% | New | 9,377 | $513K |
| Elios Financial Group Inc. | 0.23% | — | 9,283 | $508K |
| Westover Capital Advisors, LLC | 0.10% | New | 9,211 | $504K |
| National Wealth Management Group, LLC | 0.33% | Reduce -50.4% | 9,043 | $494K |
| Investmark Advisory Group LLC | 0.24% | No change | 9,034 | $494K |
| Marion Wealth Management | 0.13% | Add +12.5% | 9,004 | $492K |
| Econ Financial Services Corp | 0.27% | Reduce -51.4% | 8,905 | $487K |
| Outlook Wealth Advisors, LLC | 0.14% | Add +0.7% | 8,887 | $486K |
| SMI Advisory Services, LLC | 0.11% | Reduce -9.5% | 8,870 | $485K |
| Falcon Wealth Planning | 0.06% | Reduce -6.7% | 8,811 | $482K |
| Diversify Advisory Services, LLC | 0.03% | Add +20.6% | 8,696 | $479K |
| Boston Financial Mangement LLC | 0.01% | Add +2.7% | 8,724 | $477K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | Reduce -11.3% | 8,671 | $474K |
| Americana Partners, LLC | 0.03% | No change | 8,631 | $472K |
| Flagship Private Wealth, LLC | 0.24% | Add +2.8% | 8,605 | $471K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -3.0% | 8,603 | $470K |
| Strategic Financial Planning, Inc. | 0.31% | Add +0.0% | 8,467 | $463K |
| Strategic Financial Concepts, LLC | 0.15% | Reduce -98.2% | 8,412 | $460K |
| Stablepoint Partners, LLC | 0.08% | Reduce -16.6% | 8,385 | $458K |
| Old Second National Bank of Aurora | 0.11% | Reduce -2.3% | 8,377 | $458K |
| Scarborough Advisors, LLC | 0.07% | Reduce -2.9% | 8,366 | $457K |
| USAdvisors Wealth Management, LLC | 0.16% | Reduce -19.4% | 8,289 | $452K |
| Qube Research & Technologies Ltd | 0.00% | Add +30.4% | 8,250 | $451K |
| Sigma Planning Corp | 0.01% | Add +5.5% | 8,156 | $446K |
| Sfm, LLC | 0.33% | Reduce -2.3% | 8,063 | $441K |
| Capital Management Associates, Inc | 0.18% | New | 8,014 | $438K |
| Thompson Davis & Co., Inc. | 0.32% | No change | 8,000 | $437K |
| Tennessee Valley Asset Management Partners | 0.07% | Add +3.9% | 8,000 | $437K |
| Financial Freedom, LLC | 0.23% | Add +0.2% | 7,858 | $430K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -38.3% | 7,844 | $429K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -81.6% | 7,783 | $426K |
| Valtinson Bruner Financial Planning LLC | 0.15% | Reduce -0.4% | 7,770 | $425K |
| TFG Advisers LLC | 0.15% | Reduce -0.3% | 7,719 | $422K |
| Evoke Wealth, LLC | 0.01% | New | 7,707 | $421K |
| Level Four Advisory Services, LLC | 0.02% | No change | 7,676 | $417K |
| International Private Wealth Advisors LLC | 0.61% | New | 7,606 | $416K |
| Narus Financial Partners, LLC | 0.15% | Add +5.0% | 7,504 | $410K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 7,420 | $406K |
| MAI Capital Management | 0.00% | Reduce -11.1% | 7,339 | $401K |
| Colton Groome Financial Advisors, LLC | 0.15% | Add +0.4% | 7,222 | $395K |
| Independent Wealth Network Inc. | 0.17% | Reduce -4.7% | 7,213 | $394K |
| Garrett Wealth Advisory Group, LLC | 0.09% | Add +4.5% | 6,973 | $381K |
| American Money Management, LLC | 0.08% | No change | 6,947 | $380K |
| Harmony Asset Management LLC | 0.14% | Add +3.0% | 6,945 | $380K |
| Comerica Bank | 0.00% | Add +51.9% | 6,864 | $375K |
| Simplicity Wealth,LLC | 0.03% | No change | 6,844 | $374K |
| Laraway Financial Advisors Inc | 0.30% | Add +0.8% | 6,793 | $371K |
| Ascentis Independent Advisors | 0.06% | Reduce -8.7% | 6,731 | $368K |
| Sentinel Pension Advisors, LLC | 0.07% | Add +0.4% | 6,691 | $366K |
| Kelly Financial Services LLC | 0.13% | Add +0.5% | 6,652 | $364K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -14.5% | 6,581 | $360K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +0.9% | 6,397 | $350K |
| Creative Financial Designs Inc. | 0.03% | Add +52.0% | 6,326 | $346K |
| Five Oceans Advisors | 0.16% | Reduce -17.3% | 6,294 | $344K |
| Orion Capital Management LLC | 0.17% | Reduce -10.7% | 6,274 | $343K |
| Truist Financial Corp. | 0.00% | Reduce -57.5% | 6,258 | $342K |
| MBB Public Markets I LLC | 0.03% | New | 6,123 | $335K |
| Sandy Spring Bank | 0.01% | Add +5.1% | 6,090 | $333K |
| Beckerman Institutional, LLC | 0.28% | — | 6,081 | $333K |
| Wealth Advisors of Tampa Bay, LLC | 0.14% | New | 6,080 | $332K |
| ETF Store, Inc. | 0.34% | Reduce -5.9% | 6,072 | $332K |
| Apella Capital, LLC | 0.01% | Reduce -0.8% | 6,095 | $331K |
| Vertex Planning Partners, LLC | 0.08% | Reduce -14.2% | 6,036 | $330K |
| Tyche Wealth Partners LLC | 0.07% | Add +0.2% | 6,032 | $330K |
| Harbor Investment Advisory, LLC | 0.03% | Add +4.7% | 6,020 | $329K |
| Ariadne Wealth Management, LP | 0.18% | New | 5,655 | $325K |
| Apollon Wealth Management, LLC | 0.01% | Add +2.7% | 5,851 | $320K |
| Independent Financial Group, LLC | 0.01% | Add +18.4% | 5,829 | $319K |
| Belpointe Asset Management LLC | 0.02% | Reduce -0.1% | 5,823 | $318K |
| Breakwater Capital Group | 0.06% | New | 5,780 | $316K |
| Claro Advisors Inc. | 0.04% | Add +2.0% | 5,709 | $312K |
| Balboa Wealth Partners | 0.08% | Add +0.5% | 5,701 | $312K |
| Two Sigma Securities, LLC | 0.02% | New | 5,664 | $310K |
| Old Port Advisors | 0.09% | Reduce -3.5% | 5,602 | $306K |
| Continuum Advisory, LLC | 0.04% | Reduce -0.7% | 5,381 | $306K |
| Clearstead Advisors, LLC | 0.00% | Add +26361.9% | 5,557 | $304K |
| WFA of San Diego, LLC | 0.26% | No change | 5,538 | $303K |
| Eclectic Associates Inc. | 0.12% | Reduce -1.2% | 5,519 | $302K |
| Franklin Resources Inc. | 0.00% | Add +7.0% | 5,373 | $299K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.4% | 5,425 | $297K |
| Iams Wealth Management, LLC | 0.14% | Add +36.6% | 5,368 | $294K |
| Legacy Financial Strategies, LLC | 0.06% | New | 5,368 | $294K |
| Flow Traders U.S. LLC | 0.01% | New | 5,342 | $292K |
| HBK Sorce Advisory LLC | 0.01% | No change | 5,338 | $292K |
| Hilltop Holdings Inc. | 0.02% | New | 5,270 | $288K |
| Mgo One Seven LLC | 0.01% | Add +22.6% | 5,179 | $283K |
| SouthState Bank Corp | 0.02% | No change | 5,160 | $282K |
| Landmark Wealth Management, LLC | 0.12% | Reduce -7.0% | 5,144 | $281K |
| Roman Butler Fullerton & Co. | 0.08% | Add +0.3% | 5,053 | $280K |
| Arete Wealth Advisors, LLC | 0.02% | Add +6.6% | 5,140 | $280K |
| Diligent Investors, LLC | 0.06% | Reduce -1.1% | 5,111 | $279K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 5,100 | $279K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 5,025 | $275K |
| Optimist Retirement Group LLC | 0.12% | Add +0.1% | 5,002 | $274K |
| Tranquility Partners, LLC | 0.10% | No change | 4,976 | $272K |
| Ritholtz Wealth Management | 0.01% | Reduce -34.7% | 4,938 | $270K |
| Engineers Gate Manager LP | 0.01% | Reduce -81.2% | 4,922 | $269K |
| Altrius Capital Management Inc | 0.07% | Reduce -3.2% | 4,918 | $269K |
| Mattern Wealth Management LLC | 0.06% | No change | 4,906 | $268K |
| Sovereign Financial Group, Inc. | 0.06% | No change | 4,883 | $267K |
| Mainstream Capital Management LLC | 0.23% | — | 4,861 | $266K |
| PCG Wealth Advisors, LLC | 0.10% | No change | 4,839 | $265K |
| Mystic Asset Management, Inc. | 0.10% | Add +4.4% | 4,770 | $261K |
| HB Wealth Management, LLC | 0.00% | No change | 4,757 | $260K |
| DAVENPORT & Co LLC | 0.00% | New | 4,739 | $259K |
| Baird Financial Group, Inc. | 0.00% | No change | 4,729 | $259K |
| Shepherd Financial Partners LLC | 0.03% | No change | 4,708 | $257K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -17.3% | 4,700 | $257K |
| Bison Wealth, LLC | 0.04% | Reduce -29.3% | 4,627 | $253K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.1% | 4,620 | $253K |
| Napa Wealth Management | 0.12% | Add +1.1% | 4,588 | $251K |
| Spectrum Planning & Advisory Services Inc. | 0.24% | New | 4,556 | $249K |
| Brookstone Capital Management | 0.00% | Add +6.5% | 4,551 | $249K |
| Principal Securities, Inc. | 0.01% | Add +20.7% | 4,402 | $241K |
| Lockerman Financial Group, Inc. | 0.40% | Add +0.3% | 4,332 | $237K |
| Renaissance Technologies | 0.00% | Add +10.3% | 4,300 | $235K |
| NorthRock Partners, LLC | 0.01% | Add +134.5% | 4,286 | $234K |
| Brighton Jones LLC | 0.01% | Reduce -1.3% | 4,265 | $233K |
| Ballentine Partners, LLC | 0.00% | No change | 4,247 | $232K |
| Safeguard Financial, LLC | 0.05% | New | 4,243 | $232K |
| Convergence Financial, LLC | 0.05% | Reduce -0.3% | 4,224 | $231K |
| Strategic Investment Advisors / MI | 0.03% | Add +3.5% | 4,219 | $231K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 4,212 | $230K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.1% | 4,202 | $230K |
| Norden Group LLC | 0.03% | Reduce -0.1% | 4,134 | $226K |
| Grey Fox Wealth Advisors, LLC | 0.06% | Reduce -21.6% | 4,133 | $226K |
| My Personal CFO, LLC | 0.12% | No change | 4,101 | $224K |
| Guardian Wealth Advisors, LLC | 0.14% | No change | 4,100 | $224K |
| My Legacy Advisors, LLC | 0.09% | New | 4,073 | $223K |
| True North Advisors, LLC | 0.06% | No change | 3,992 | $218K |
| Procyon Advisors, LLC | 0.01% | New | 3,981 | $218K |
| Axiom Advisory, LLC | 0.00% | New | 4,078 | $216K |
| Arlington Trust Co LLC | 0.05% | New | 3,949 | $216K |
| Detalus Advisors, LLC | 0.07% | Reduce -7.6% | 3,932 | $215K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -5.1% | 3,931 | $215K |
| Venture Visionary Partners LLC | 0.01% | Reduce -0.3% | 3,927 | $215K |
| EP Wealth Advisors, LLC | 0.00% | Add +37.5% | 3,882 | $212K |
| Pegasus Partners Ltd. | 0.02% | Reduce -23.5% | 3,871 | $212K |
| Merriman Wealth Management, LLC | 0.01% | New | 3,869 | $212K |
| Denver PWM, LLC | 0.08% | No change | 3,853 | $211K |
| Latitude Advisors, LLC | 0.12% | New | 3,787 | $207K |
| QRG Capital Management, Inc. | 0.00% | New | 3,778 | $207K |
| JDM Financial Group LLC | 0.11% | Reduce -23.5% | 3,752 | $205K |
| MSH Capital Advisors LLC | 0.06% | New | 3,740 | $205K |
| Glenview Trust Co | 0.00% | New | 3,729 | $204K |
| Fernwood Investment Management, LLC | 0.07% | Reduce -74.0% | 3,696 | $202K |
| Lanark Financial, Inc. | 0.02% | No change | 3,708 | $202K |
| Signaturefd, LLC | 0.00% | Reduce -15.0% | 3,532 | $193K |
| US Bancorp \de | 0.00% | Add +111.4% | 3,524 | $193K |
| Vermillion & White Wealth Management Group, LLC | 0.13% | No change | 3,331 | $182K |
| Phillips Financial Management, LLC | 0.01% | Reduce -0.3% | 3,195 | $175K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 3,184 | $175K |
| NFSG Corp | 0.06% | Add +0.3% | 3,132 | $171K |
| Richard W. Paul & Associates, LLC | 0.06% | Reduce -6.5% | 3,110 | $170K |
| Keener Financial Planning LLC | 0.11% | No change | 3,027 | $165K |
| Northwest Capital Management Inc | 0.05% | Add +3.5% | 2,658 | $145K |
| Paladin Advisory Group, LLC | 0.10% | Reduce -18.1% | 2,511 | $137K |
| Front Row Advisors LLC | 0.05% | Reduce -30.2% | 2,491 | $136K |
| Securian Asset Management, Inc. | 0.00% | Reduce -67.3% | 2,450 | $134K |
| Whittier Trust Co. | 0.00% | Reduce -11.1% | 2,401 | $131K |
| Operose Advisors LLC | 0.04% | New | 2,317 | $127K |
| Pineridge Advisors LLC | 0.05% | Add +0.4% | 2,249 | $123K |
| M&R Capital Management Inc. | 0.03% | Add +70.4% | 2,096 | $115K |
| Spire Wealth Management | 0.00% | Reduce -35.9% | 2,075 | $113K |
| Castleview Partners, LLC | 0.06% | Reduce -28.9% | 1,878 | $103K |
| Jones Financial Companies LLLP | 0.00% | Add +74.3% | 1,856 | $101K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -43.7% | 1,816 | $101K |
| Hilltop National Bank | 0.03% | No change | 1,776 | $97K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.4% | 1,554 | $85K |
| Carmichael Hill & Associates, Inc. | 0.03% | No change | 1,546 | $85K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -15.6% | 1,540 | $84K |
| Smartleaf Asset Management LLC | 0.01% | Add +167.4% | 1,444 | $79K |
| Indiana Trust & Investment Management Co | 0.02% | Reduce -36.0% | 1,258 | $69K |
| Armor Investment Advisors, LLC | 0.03% | No change | 1,240 | $68K |
| WealthShield Partners, LLC | 0.01% | Add +0.4% | 1,225 | $67K |
| Caitlin John, LLC | 0.04% | Add +39.6% | 1,029 | $59K |
| PrairieView Partners, LLC | 0.01% | Add +2.6% | 1,059 | $57K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.1% | 959 | $52K |
| Creekmur Asset Management LLC | 0.01% | Add +40.1% | 958 | $52K |
| PFG Private Wealth Management, LLC | 0.03% | Add +0.9% | 922 | $50K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 867 | $47K |
| Family Asset Management, LLC | 0.03% | Reduce -7.3% | 858 | $47K |
| Ancora Advisors LLC | 0.00% | No change | 806 | $44K |
| Hexagon Capital Partners LLC | 0.01% | No change | 776 | $42K |
| Citigroup Inc. | 0.00% | Add +7500.0% | 760 | $42K |
| WR Wealth Planners, LLC | 0.01% | Add +17.8% | 715 | $39K |
| Wintrust Investments LLC | 0.03% | Reduce -88.1% | 660 | $36K |
| Westside Investment Management, Inc. | 0.01% | No change | 644 | $35K |
| Winch Advisory Services, LLC | 0.01% | Add +0.3% | 629 | $34K |
| DecisionPoint Financial, LLC | 0.01% | No change | 612 | $33K |
| Tompkins Financial Corp. | 0.00% | No change | 590 | $32K |
| National Bank of Canada | 0.00% | Add +85.7% | 585 | $32K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.2% | 583 | $32K |
| Sittner & Nelson, LLC | 0.01% | No change | 565 | $31K |
| Headlands Technologies LLC | 0.00% | New | 563 | $31K |
| CENTRAL TRUST Co | 0.00% | No change | 554 | $30K |
| Rothschild Investment LLC | 0.00% | Reduce -8.7% | 526 | $29K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -50.0% | 500 | $27K |
| Realta Investment Advisors | 0.01% | Reduce -57.5% | 482 | $27K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 462 | $25K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 449 | $25K |
| Coston, McIsaac & Partners | 0.01% | New | 450 | $24K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -14.1% | 425 | $23K |
| Main Street Group, LTD | 0.01% | No change | 345 | $19K |
| Evolution Advisers, Inc. | 0.01% | Add +2120.0% | 333 | $18K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 291 | $16K |
| Oakworth Capital, Inc. | 0.00% | Reduce -94.3% | 250 | $14K |
| Atlas Capital Advisors Inc. | 0.00% | Add +54.4% | 244 | $13K |
| Beacon Capital Management, LLC | 0.00% | No change | 236 | $13K |
| Blue Trust, Inc. | 0.00% | New | 208 | $11K |
| Global Trust Asset Management, LLC | 0.00% | No change | 189 | $10K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +3.5% | 180 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -9.3% | 176 | $10K |
| Glenmede Trust Co. NA | 0.00% | No change | 165 | $9K |
| Legacy Investment Solutions, LLC | 0.01% | — | 151 | $9K |
| Legacy Wealth Managment, LLC | 0.01% | — | 151 | $9K |
| Safe Harbor Fiduciary, LLC | 0.01% | — | 157 | $9K |
| Deutsche Bank AG | 0.00% | No change | 132 | $7K |
| Lindbrook Capital, LLC | 0.00% | No change | 128 | $7K |
| Bank of Montreal | 0.00% | Reduce -75.8% | 122 | $7K |
| Arax Advisory Partners | 0.00% | No change | 118 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Add +0.9% | 114 | $6K |
| REAP Financial Group, LLC | 0.00% | Reduce -1.9% | 103 | $6K |
| Johnson Financial Group, Inc. | 0.00% | Add +87.0% | 101 | $6K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 90 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | Add +12.5% | 90 | $5K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 89 | $5K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +19.4% | 86 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 84 | $5K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -32.8% | 82 | $4K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 72 | $4K |
| Carolina Wealth Advisors, LLC | 0.00% | Reduce -89.5% | 70 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 70 | $4K |
| WealthCollab, LLC | 0.00% | New | 61 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 56 | $3K |
| Country Trust Bank | 0.00% | New | 43 | $2K |
| Covestor Ltd | 0.00% | Add +25.0% | 30 | $2K |
| Crewe Advisors LLC | 0.00% | New | 36 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 36 | $2K |
| Sachetta, LLC | 0.00% | No change | 35 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | New | 27 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 24 | $1K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 23 | $1K |
| Tsfg, LLC | 0.00% | New | 19 | $1K |
| Breakwater Investment Management | 0.00% | New | 16 | $875 |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 16 | $875 |
| Macroview Investment Management LLC | 0.00% | No change | 13 | $686 |
| Abound Wealth Management | 0.00% | New | 10 | $549 |
| Asset Dedication, LLC | 0.00% | New | 6 | $329 |
| Tucker Asset Management LLC | 0.00% | No change | 6 | $328 |
| Tortoise Investment Management, LLC | 0.00% | New | 4 | $219 |
"% 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.