SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q4 2024 (December 31)683holders +61
60new positions
35sold out
4famous investors
$54.72avg. 13F price*
At the end of Q4 2024, 683 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings, up 61 from Q3 2024. 60 opened new positions and 35 sold out. The largest holders were Creative Planning ($4.2B), Betterment LLC ($980.8M) and LPL Financial LLC ($704.4M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q4 2024)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $240.0M |
| Exits | 35 | $48.9M |
All 13F filers, Q3 2024 → Q4 2024: 17,844,097 shares bought and 2,548,656 shares sold, net +15,295,441 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 683 holders
| Creative Planning | 4.10% | Add +5.1% | 76,994,604 | $4.2B |
| Betterment LLC | 2.34% | Add +3.7% | 17,932,988 | $980.8M |
| LPL Financial LLC | 0.29% | Add +5.6% | 12,880,512 | $704.4M |
| Valmark Advisers, Inc. | 5.09% | Add +2.3% | 5,995,677 | $327.9M |
| Cwm, LLC | 1.30% | Reduce -0.3% | 5,707,488 | $312.1M |
| AlTi Global, Inc. | 7.11% | Reduce -3.5% | 5,390,397 | $294.8M |
| Texas Permanent School Fund Corp. | 9.54% | Add +199.1% | 2,974,252 | $162.7M |
| HighTower Advisors, LLC | 0.21% | Add +2.8% | 2,804,636 | $153.4M |
| Facet Wealth, Inc. | 3.82% | New | 2,560,704 | $143.9M |
| Morgan Stanley | 0.01% | Add +8.4% | 2,231,186 | $122.0M |
| RFG Advisory, LLC | 2.64% | Add +4.2% | 1,709,182 | $93.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +16.1% | 1,686,109 | $92.2M |
| Bank of America Corp. | 0.01% | Add +227.5% | 1,456,724 | $79.7M |
| Potomac Fund Management Inc. | 4.31% | — | 1,341,805 | $73.4M |
| Auto-Owners Insurance Co | 1.65% | Add +27.9% | 1,330,000 | $72.7M |
| Great Valley Advisor Group, Inc. | 1.61% | Add +5.2% | 1,312,661 | $71.8M |
| Atlas Private Wealth Advisors | 10.12% | Add +1.5% | 1,305,071 | $71.4M |
| Private Advisor Group, LLC | 0.39% | Add +1.8% | 1,267,193 | $69.3M |
| Osaic Holdings, Inc. | 0.14% | Add +15.0% | 1,135,511 | $62.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -5.1% | 1,128,390 | $61.7M |
| Cornerstone Wealth Management, LLC | 3.67% | Add +4.9% | 994,851 | $54.4M |
| Savant Capital, LLC | 0.39% | Reduce -21.7% | 916,608 | $50.1M |
| Wealthcare Advisory Partners LLC | 1.36% | Add +4.8% | 893,367 | $48.9M |
| Koss-Olinger Consulting, LLC | 4.02% | Add +4.2% | 838,859 | $45.9M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +91.6% | 818,836 | $44.8M |
| Mason Street Advisors, LLC | 5.74% | Add +12.6% | 811,500 | $44.4M |
| First Command Advisory Services, Inc. | 0.42% | Add +12.8% | 811,462 | $44.4M |
| JNBA Financial Advisors | 4.26% | Add +7.6% | 762,866 | $41.7M |
| Good Life Advisors, LLC | 2.84% | Add +12.4% | 711,981 | $38.9M |
| Wells Fargo & Company | 0.01% | Add +9.1% | 696,305 | $38.1M |
| AlphaStar Capital Management, LLC | 3.92% | Add +12.8% | 686,447 | $37.5M |
| Blair William & Co. | 0.11% | Add +19.9% | 686,127 | $37.5M |
| Waller Financial Planning Group, Inc. | 9.41% | Reduce -0.2% | 682,611 | $37.3M |
| Peterson Wealth Advisors, LLC | 6.69% | Add +3.0% | 672,749 | $37.1M |
| Royal Bank of Canada | 0.01% | Add +8.7% | 656,615 | $35.9M |
| HHM Wealth Advisors, LLC | 4.33% | Add +3.2% | 581,893 | $31.8M |
| Hills Bank & Trust Co | 2.35% | Add +4.8% | 570,208 | $31.2M |
| MBB Public Markets I LLC | 3.45% | Add +8594.8% | 532,381 | $29.1M |
| 1900 Wealth Management LLC | 2.38% | Add +1.9% | 517,869 | $28.3M |
| Global Retirement Partners, LLC | 0.75% | Reduce -12.7% | 475,513 | $26.0M |
| Independent Advisor Alliance | 0.34% | New | 466,795 | $25.5M |
| Ameriprise Financial Inc. | 0.01% | Add +6.9% | 440,672 | $24.1M |
| Assetmark, Inc. | 0.07% | Reduce -5.4% | 439,175 | $24.0M |
| OneAscent Financial Services LLC | 2.02% | New | 433,993 | $23.7M |
| Equitable Holdings, Inc. | 0.22% | Add +14.1% | 415,752 | $22.7M |
| UBS Group AG | 0.00% | Add +4.6% | 394,369 | $21.6M |
| Crews Bank & Trust | 3.48% | — | 377,412 | $20.6M |
| Corient Private Wealth LP | 0.03% | Add +5.7% | 386,378 | $20.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.89% | Add +6.4% | 373,892 | $20.4M |
| First National Trust Co | 0.76% | Add +7.0% | 368,415 | $20.1M |
| Financial Strategies Group, Inc. | 4.73% | Reduce -0.9% | 364,045 | $19.8M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +7.6% | 360,572 | $19.7M |
| Reston Wealth Management LLC | 7.30% | Add +1.2% | 358,841 | $19.6M |
| Fifth Third Bancorp | 0.07% | Reduce -2.1% | 357,330 | $19.5M |
| North Star Asset Management Inc. | 0.86% | Reduce -2.8% | 355,123 | $19.4M |
| TLWM | 3.80% | Add +1.4% | 353,627 | $19.3M |
| MML Investors Services, LLC | 0.07% | Add +6.8% | 351,278 | $19.2M |
| Impact Partnership Wealth, LLC | 3.85% | Add +4.3% | 348,431 | $19.1M |
| Summit Trail Advisors, LLC | 0.68% | Add +26.6% | 338,503 | $18.5M |
| St Germain D J Co. Inc. | 0.81% | Add +4.0% | 327,780 | $17.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +198.6% | 322,486 | $17.6M |
| Cahaba Wealth Management, Inc. | 1.43% | Reduce -1.6% | 316,285 | $17.3M |
| Farther Finance Advisors, LLC | 0.62% | Add +32.7% | 312,663 | $17.1M |
| Waverly Advisors, LLC | 0.26% | Add +4.3% | 302,094 | $16.5M |
| Sollinda Capital Management LLC | 4.25% | Reduce -2.9% | 282,460 | $15.4M |
| Citizens & Northern Corp. | 4.20% | Add +0.9% | 280,513 | $15.3M |
| Raymond James Financial Inc. | 0.01% | — | 268,676 | $14.7M |
| Rockefeller Capital Management L.P. | 0.04% | Add +187.7% | 266,587 | $14.6M |
| New Perspectives, Inc | 7.64% | Add +1.2% | 260,702 | $14.3M |
| Allworth Financial LP | 0.08% | Add +11.4% | 242,221 | $13.9M |
| Cetera Investment Advisers | 0.03% | Reduce -6.2% | 248,406 | $13.6M |
| Measured Wealth Private Client Group, LLC | 4.34% | Reduce -10.3% | 245,715 | $13.4M |
| Financial Gravity Companies, Inc. | 2.97% | Add +5.0% | 238,028 | $13.0M |
| Geneos Wealth Management Inc. | 0.45% | Add +4.3% | 235,546 | $12.9M |
| Townsquare Capital LLC | 0.14% | Reduce -1.0% | 233,750 | $12.8M |
| Western Wealth Management, LLC | 0.67% | Add +5.5% | 229,951 | $12.6M |
| Louisiana State Employees Retirement System | 0.22% | Add +17.6% | 218,600 | $12.0M |
| Retirement Income Solutions, Inc. | 2.39% | Add +12.1% | 216,775 | $11.9M |
| Alta Wealth Advisors LLC | 5.07% | Add +4.9% | 211,714 | $11.6M |
| Advance Capital Management, Inc. | 0.53% | Add +0.6% | 210,540 | $11.5M |
| Symphony Financial, Ltd. Co. | 1.79% | Add +6.4% | 197,752 | $11.4M |
| Evermay Wealth Management LLC | 1.72% | Add +47.1% | 207,742 | $11.4M |
| Montz Harcus Wealth Management LLC | 6.35% | Add +2.1% | 207,568 | $11.4M |
| WBH Advisory Inc. | 1.05% | Add +2.7% | 206,019 | $11.3M |
| RKL Wealth Management LLC | 1.00% | Add +407.8% | 204,818 | $11.2M |
| NewEdge Advisors, LLC | 0.07% | Add +7.5% | 203,693 | $11.1M |
| Avior Wealth Management, LLC | 0.40% | Add +6.8% | 200,697 | $11.0M |
| Cary Street Partners Financial LLC | 0.35% | — | 197,583 | $10.8M |
| First International Bank & Trust | 3.49% | Add +2.1% | 197,005 | $10.8M |
| Higgins & Schmidt Wealth Strategies LLC | 6.72% | Reduce -11.3% | 196,981 | $10.8M |
| Cascade Financial Partners, LLC | 1.38% | Add +4.1% | 193,238 | $10.6M |
| Moneta Group Investment Advisors LLC | 0.15% | Add +0.1% | 192,161 | $10.5M |
| Wrapmanager Inc. | 2.65% | Add +8.5% | 189,283 | $10.4M |
| Exchange Capital Management, Inc. | 1.64% | Add +18.6% | 188,370 | $10.3M |
| Pinkerton Wealth, LLC | 1.48% | Reduce -11.9% | 186,897 | $10.2M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +0.3% | 186,826 | $10.2M |
| Orion Portfolio Solutions, LLC | 0.10% | Add +0.3% | 186,826 | $10.2M |
| PSI Advisors, LLC | 3.00% | Add +2.1% | 185,071 | $10.1M |
| Park Avenue Securities LLC | 0.10% | Add +5.9% | 184,742 | $10.1M |
| IAG Wealth Partners, LLC | 1.76% | Add +2.3% | 182,901 | $10.0M |
| Windsor Capital Management, LLC | 2.94% | Reduce -2.7% | 181,131 | $9.9M |
| Trilogy Capital Inc. | 0.51% | Add +3.4% | 180,104 | $9.8M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -3.0% | 179,892 | $9.8M |
| Mariner, LLC | 0.02% | Add +7.5% | 177,299 | $9.7M |
| Sanctuary Advisors, LLC | 0.06% | Add +6.7% | 162,496 | $9.3M |
| Syntegra Private Wealth Group, LLC | 1.05% | Reduce -3.9% | 169,329 | $9.3M |
| Collaborative Wealth Managment Inc. | 4.18% | Add +2.8% | 168,372 | $9.2M |
| Bensler, LLC | 1.08% | Add +30.6% | 166,037 | $9.1M |
| Wealth Management Resources, Inc. | 3.35% | Add +169.3% | 166,022 | $9.1M |
| Pathstone Holdings, LLC | 0.04% | No change | 165,106 | $9.0M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -5.5% | 165,083 | $9.0M |
| Pachira Investments Inc. | 5.52% | Reduce -1.0% | 165,091 | $9.0M |
| Abound Financial, LLC | 4.51% | — | 162,675 | $8.9M |
| Private Wealth Group, LLC | 4.24% | Add +2.9% | 158,599 | $8.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -7.6% | 157,467 | $8.6M |
| KWB Wealth | 1.06% | Reduce -6.4% | 156,842 | $8.6M |
| CGN Advisors LLC | 0.82% | Reduce -2.9% | 154,072 | $8.4M |
| Capital Analysts, LLC | 0.34% | Reduce -0.5% | 152,744 | $8.4M |
| TPG Financial Advisors, LLC | 3.63% | Add +5.2% | 152,699 | $8.4M |
| Pecaut & Co. | 2.82% | Add +7.3% | 149,340 | $8.2M |
| Foundations Investment Advisors, LLC | 0.16% | Add +6.0% | 146,966 | $8.0M |
| Marathon Strategic Advisors, LLC | 8.65% | Add +2.5% | 146,193 | $8.0M |
| M Holdings Securities, Inc. | 1.28% | Reduce -4.9% | 145,249 | $7.9M |
| Octavia Wealth Advisors, LLC | 0.95% | Add +7.1% | 143,730 | $7.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.3% | 140,551 | $7.7M |
| Gladstone Institutional Advisory LLC | 0.35% | Add +45.6% | 139,053 | $7.6M |
| Flagship Harbor Advisors, LLC | 0.40% | Add +70.4% | 138,234 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.1% | 137,513 | $7.5M |
| FF Advisors,LLC | 5.15% | Reduce -6.2% | 130,380 | $7.5M |
| Modera Wealth Management, LLC | 0.09% | Add +79.8% | 135,425 | $7.4M |
| Perennial Investment Advisors, LLC | 0.85% | Reduce -1.7% | 132,256 | $7.2M |
| Berkeley Capital Partners, LLC | 2.01% | Add +3.2% | 132,081 | $7.2M |
| Capital Investment Advisory Services, LLC | 0.69% | Reduce -0.7% | 130,957 | $7.2M |
| Ellenbecker Investment Group | 1.28% | New | 130,380 | $7.1M |
| Warren Street Wealth Advisors, LLC | 2.84% | Add +3.0% | 126,442 | $6.9M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -3.0% | 125,049 | $6.8M |
| IHT Wealth Management, LLC | 0.22% | Add +4.2% | 124,439 | $6.8M |
| Millington Financial Advisors, LLC | 3.89% | Add +9.9% | 119,635 | $6.7M |
| Integrated Wealth Concepts LLC | 0.08% | Add +10.3% | 122,432 | $6.7M |
| Carnegie Investment Counsel | 0.19% | Add +10.6% | 121,710 | $6.7M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -46.4% | 121,486 | $6.6M |
| Oarsman Capital, Inc. | 1.15% | Add +10.0% | 120,032 | $6.6M |
| SPC Financial, Inc. | 0.56% | Reduce -0.0% | 118,409 | $6.5M |
| Northern Trust Corp. | 0.00% | Add +0.5% | 118,408 | $6.5M |
| Bokf, NA | 0.11% | New | 118,388 | $6.4M |
| Arq Wealth Advisors, LLC | 2.43% | Reduce -2.1% | 117,021 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +5.4% | 115,607 | $6.4M |
| Zhang Financial LLC | 0.36% | Add +23.8% | 115,495 | $6.3M |
| Walkner Condon Financial Advisors LLC | 1.28% | Add +1.6% | 115,134 | $6.3M |
| Independent Financial Group, LLC | 0.20% | Add +1804.9% | 111,035 | $6.1M |
| Debussy Capital Management LP | 0.92% | Reduce -0.6% | 106,164 | $6.0M |
| HM Payson & Co. | 0.10% | Reduce -24.1% | 109,207 | $6.0M |
| Leicht Financial Planning & Wealth Management, Inc. | 3.05% | Reduce -1.1% | 108,945 | $6.0M |
| Lumbard & Kellner, LLC | 2.41% | New | 102,635 | $5.6M |
| Stewardship Advisors, LLC | 1.51% | Reduce -0.5% | 99,453 | $5.4M |
| Headland Capital, LLC | 1.85% | — | 98,992 | $5.4M |
| Focus Partners Wealth | 0.01% | Add +2.1% | 97,519 | $5.3M |
| Wealthquest Corp | 0.41% | Reduce -3.5% | 93,056 | $5.1M |
| Anfield Capital Management, LLC | 1.75% | Add +1.5% | 88,201 | $4.8M |
| Cerity Partners LLC | 0.01% | Add +8.2% | 84,804 | $4.6M |
| Chicago Partners Investment Group LLC | 0.15% | Add +10.7% | 84,099 | $4.6M |
| IFG Advisory, LLC | 0.26% | Add +2.0% | 84,317 | $4.6M |
| Resonant Capital Advisors, LLC | 0.34% | Reduce -4.2% | 84,204 | $4.6M |
| Founders Financial Alliance, LLC | 1.25% | Reduce -3.7% | 83,441 | $4.6M |
| Nottingham Advisors, Inc. | 0.57% | Add +8.9% | 82,716 | $4.5M |
| Merit Financial Group, LLC | 0.08% | Reduce -2.4% | 80,836 | $4.4M |
| Broadway Wealth Solutions, Inc. | 3.32% | — | 80,142 | $4.4M |
| Advisor OS, LLC | 0.51% | Add +7.2% | 80,042 | $4.4M |
| MJP Associates Inc. | 0.76% | Add +3.4% | 77,171 | $4.2M |
| CVFG LLC | 3.76% | — | 75,389 | $4.1M |
| Vista Investment Management | 1.51% | Add +1.3% | 72,957 | $4.0M |
| G&S Capital LLC | 1.62% | Add +32.0% | 71,894 | $3.9M |
| ArborFi Advisors, LLC | 3.84% | — | 69,941 | $3.8M |
| Citadel Advisors | 0.00% | Add +49.4% | 69,734 | $3.8M |
| Pure Financial Advisors, LLC | 0.09% | Add +1.7% | 69,275 | $3.8M |
| Register Financial Advisors LLC | 1.90% | Add +8.3% | 69,229 | $3.8M |
| Investment Planning Advisors, Inc. | 1.64% | Reduce -2.0% | 68,498 | $3.7M |
| Stifel Financial Corp. | 0.00% | Add +2.9% | 67,171 | $3.7M |
| Lynx Investment Advisory | 2.45% | Add +2.2% | 65,785 | $3.6M |
| Dakota Wealth Management | 0.08% | Add +8.2% | 64,984 | $3.6M |
| Truefg, LLC | 1.16% | Add +2.6% | 64,726 | $3.5M |
| ORBA Wealth Advisors, L.L.C. | 1.82% | Reduce -0.1% | 63,838 | $3.5M |
| Kagan Cocozza Asset Management | 2.87% | — | 63,199 | $3.5M |
| Ausdal Financial Partners, Inc. | 0.30% | Reduce -6.6% | 62,821 | $3.4M |
| Retirement Planning Group, LLC | 0.17% | Reduce -5.6% | 62,278 | $3.4M |
| Sharkey, Howes & Javer | 0.47% | Add +9.9% | 61,656 | $3.4M |
| United Capital Financial Advisors, LLC | 0.03% | Add +80.3% | 61,209 | $3.3M |
| Chemung Canal Trust Co. | 0.70% | No change | 60,994 | $3.3M |
| United Asset Strategies, Inc. | 0.30% | Reduce -10.2% | 59,301 | $3.2M |
| Jacksonville Wealth Management, LLC | 3.01% | — | 59,009 | $3.2M |
| Bill Few Associates, Inc. | 1.13% | Add +7.3% | 58,980 | $3.2M |
| Manhattan West Asset Management, LLC | 0.86% | Add +5.7% | 58,415 | $3.2M |
| Captrust Financial Advisors | 0.01% | Add +34.0% | 58,263 | $3.2M |
| Wealth Advisory Solutions, LLC | 0.88% | Add +16.4% | 57,676 | $3.2M |
| SOL Capital Management CO | 0.35% | Add +13.9% | 57,580 | $3.1M |
| GeoWealth Management, LLC | 0.10% | Reduce -5.8% | 57,500 | $3.1M |
| Strategic Financial Concepts, LLC | 0.60% | Add +579.8% | 57,185 | $3.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 56,900 | $3.1M |
| Goodman Financial Corp | 0.66% | Reduce -4.0% | 56,653 | $3.1M |
| Aspetuck Financial Management LLC | 2.37% | — | 55,505 | $3.0M |
| NovaPoint Capital, LLC | 0.90% | Reduce -0.8% | 53,924 | $2.9M |
| AE Wealth Management LLC | 0.02% | Add +181.1% | 52,981 | $2.9M |
| Aspire Private Capital, LLC | 0.72% | Reduce -7.0% | 52,905 | $2.9M |
| Commerce Bank | 0.02% | Reduce -19.6% | 52,447 | $2.9M |
| IFP Advisors, Inc | 0.09% | Add +2.6% | 52,395 | $2.9M |
| Compass Wealth Management LLC | 0.69% | Add +2.7% | 52,108 | $2.8M |
| Golden State Wealth Management, LLC | 0.43% | — | 52,014 | $2.8M |
| Brio Consultants, LLC | 0.44% | Add +0.2% | 51,502 | $2.8M |
| Range Financial Group LLC | 1.29% | Add +165.2% | 51,218 | $2.8M |
| Executive Wealth Management, LLC | 0.22% | Add +0.8% | 50,307 | $2.8M |
| Destiny Capital Corp | 1.64% | Reduce -1.8% | 49,484 | $2.7M |
| Madison Asset Management, LLC | 0.03% | New | 48,222 | $2.6M |
| Madison Investment Advisors, LLC | 0.03% | — | 48,222 | $2.6M |
| Kohmann Bosshard Financial Services, LLC | 0.32% | Reduce -2.7% | 48,059 | $2.6M |
| Rehmann Capital Advisory Group | 0.17% | Add +35.9% | 47,865 | $2.6M |
| Landmark Wealth Management, Inc. | 1.26% | Reduce -0.2% | 47,347 | $2.6M |
| Centaurus Financial, Inc. | 0.16% | Add +4.3% | 47,261 | $2.6M |
| Cavalier Investments, LLC | 0.86% | Reduce -9.9% | 47,240 | $2.6M |
| Shum Financial Group, Inc. | 2.22% | Add +0.9% | 46,925 | $2.6M |
| Farrow Financial, Inc. | 1.58% | Add +298.5% | 44,476 | $2.4M |
| Harbour Investments, Inc. | 0.07% | Add +0.7% | 44,379 | $2.4M |
| Hibernia Wealth Partners, LLC | 1.86% | Reduce -56.6% | 44,374 | $2.4M |
| Towercrest Capital Management | 0.39% | Reduce -3.2% | 43,673 | $2.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.33% | Reduce -6.4% | 43,319 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +6.5% | 43,097 | $2.4M |
| Post Resch Tallon Group Inc. | 2.28% | — | 43,143 | $2.4M |
| Naples Global Advisors, LLC | 0.22% | Add +3.6% | 42,762 | $2.3M |
| AdvisorNet Financial, Inc | 0.20% | Add +11.1% | 42,624 | $2.3M |
| SIMA Wealth Partners, LLC | 1.93% | Add +0.7% | 41,587 | $2.3M |
| Power Wealth Management LLC | 0.92% | Add +9.4% | 40,125 | $2.2M |
| Jacobi Capital Management LLC | 0.16% | Add +10.0% | 39,518 | $2.2M |
| Leslie Global Wealth, LLC | 1.00% | Reduce -77.6% | 39,491 | $2.2M |
| Charles Schwab Trust Co | 0.19% | New | 39,478 | $2.2M |
| Renaissance Technologies | 0.00% | Add +800.0% | 38,700 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -2.9% | 37,653 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -43.8% | 37,207 | $2.0M |
| Nicolet Advisory Services, LLC | 0.19% | Reduce -5.4% | 37,343 | $2.0M |
| Crescent Grove Advisors, LLC | 0.20% | Add +0.0% | 36,795 | $2.0M |
| Larson Financial Group LLC | 0.10% | Reduce -12.1% | 36,262 | $2.0M |
| Signal Advisors Wealth, LLC | 0.22% | New | 36,215 | $2.0M |
| Mma Asset Management LLC | 0.86% | New | 36,157 | $2.0M |
| AQR Capital Management | 0.00% | Add +15.3% | 36,067 | $2.0M |
| TKG Advisors, LLC | 0.90% | Add +36.7% | 34,208 | $2.0M |
| Wealthcare Capital Partners, LLC | 1.02% | — | 35,722 | $2.0M |
| Alliance Wealth Management Group | 0.52% | Reduce -3.8% | 35,614 | $1.9M |
| Tme Financial, Inc. | 1.74% | — | 34,153 | $1.9M |
| JSF Financial, LLC | 0.49% | Add +1.8% | 33,770 | $1.8M |
| Blueprint Investment Partners LLC | 0.29% | Reduce -35.1% | 33,564 | $1.8M |
| S.A. Mason LLC | 0.96% | Add +1.9% | 33,434 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +1.6% | 33,146 | $1.8M |
| CarsonAllaria Wealth Management, Ltd. | 1.02% | Add +121.4% | 32,544 | $1.8M |
| Sterling Investment Advisors, Ltd. | 0.43% | Reduce -1.5% | 32,510 | $1.8M |
| Summit Investment Advisory Services, LLC | 0.92% | Add +8.6% | 32,469 | $1.8M |
| FMR LLC | 0.00% | Add +62.8% | 32,021 | $1.8M |
| Wealthcare Capital Management LLC | 0.17% | Add +37.0% | 31,199 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Add +1.9% | 30,659 | $1.7M |
| CreativeOne Wealth, LLC | 0.05% | Add +89.5% | 30,079 | $1.6M |
| Evergreen Capital Management LLC | 0.05% | No change | 29,816 | $1.6M |
| Kelman-Lazarov, Inc. | 0.29% | Reduce -21.0% | 29,683 | $1.6M |
| Stevens Capital Partners | 0.73% | Add +9.6% | 29,351 | $1.6M |
| Meridian Financial Advisors, LLC | 1.09% | Reduce -1.4% | 28,909 | $1.6M |
| Addison Capital Co | 0.62% | Add +27.3% | 28,663 | $1.6M |
| Aptus Capital Advisors, LLC | 0.02% | Add +39.1% | 28,213 | $1.5M |
| Keystone Wealth Services, LLC | 0.41% | Add +4.6% | 28,158 | $1.5M |
| Key Financial Inc | 0.34% | Add +4.3% | 27,423 | $1.5M |
| PAX Financial Group, LLC | 0.27% | Reduce -6.2% | 27,255 | $1.5M |
| Rainier Family Wealth Inc. | 1.79% | — | 27,058 | $1.5M |
| Municipal Employees' Retirement System of Michigan | 0.02% | No change | 26,947 | $1.5M |
| NewEdge Wealth, LLC | 0.03% | No change | 26,821 | $1.5M |
| Prairie Sky Financial Group LLC | 0.88% | Reduce -31.9% | 26,262 | $1.4M |
| Roundview Capital LLC | 0.10% | Add +4.0% | 25,873 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -3.2% | 25,279 | $1.4M |
| Alaska Wealth Advisors, LLC | 0.21% | Add +4.0% | 25,269 | $1.4M |
| Moors & Cabot, Inc. | 0.06% | Add +14.6% | 24,944 | $1.4M |
| Capstone Wealth Management Group, LLC | 0.73% | New | 24,932 | $1.4M |
| Quadcap Wealth Management, LLC | 0.20% | Reduce -2.1% | 24,738 | $1.4M |
| Fingerlakes Wealth Management, Inc. | 1.08% | Reduce -2.6% | 24,356 | $1.3M |
| Financial Advocates Investment Management | 0.08% | Reduce -5.1% | 24,259 | $1.3M |
| Trinity Wealth Management, LLC | 0.59% | Add +0.5% | 24,034 | $1.3M |
| Watershed Private Wealth LLC | 0.51% | Reduce -6.4% | 23,865 | $1.3M |
| Precedent Wealth Partners, LLC | 0.42% | Reduce -80.8% | 23,268 | $1.3M |
| BIP Wealth, LLC | 0.08% | Reduce -2.9% | 23,131 | $1.3M |
| Southeast Asset Advisors, LLC | 0.15% | No change | 22,950 | $1.3M |
| Private Trust Co. NA | 0.13% | Add +5.0% | 22,935 | $1.3M |
| Tilia Fiduciary Partners, Inc. | 0.85% | Add +14.6% | 22,893 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +5.8% | 22,557 | $1.2M |
| Wedmont Private Capital | 0.07% | Add +5.2% | 22,712 | $1.2M |
| Moneco Advisors, LLC | 0.13% | Add +43.3% | 22,376 | $1.2M |
| Raleigh Capital Management Inc. | 0.47% | Reduce -1.0% | 22,271 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 21,961 | $1.2M |
| Beta Wealth Group, Inc. | 0.53% | Add +0.9% | 21,875 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.47% | Add +0.6% | 21,383 | $1.2M |
| McKinley Carter Wealth Services, Inc. | 0.07% | Reduce -12.1% | 20,952 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +37.3% | 20,728 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Add +0.4% | 20,285 | $1.1M |
| CFS Investment Advisory Services, LLC | 0.10% | Add +5.5% | 20,261 | $1.1M |
| Lifeworks Advisors, LLC | 0.19% | Reduce -3.4% | 19,658 | $1.1M |
| Curbstone Financial Management Corp | 0.23% | No change | 19,650 | $1.1M |
| UNIVEST FINANCIAL Corp | 0.07% | Add +19.8% | 19,517 | $1.1M |
| Waddell & Associates, LLC | 0.11% | Reduce -1.3% | 19,446 | $1.1M |
| Sterling Investment Counsel, LLC | 0.69% | Add +2.8% | 19,155 | $1.0M |
| Delta Wealth Advisors LLC | 0.98% | Reduce -2.5% | 18,931 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.3% | 18,852 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.0% | 18,479 | $1.0M |
| Goldstein Advisors, LLC | 0.15% | No change | 18,373 | $1.0M |
| Hobbs Group Advisors, LLC | 0.37% | Add +0.0% | 18,142 | $992K |
| Duncker Streett & Co. Inc. | 0.18% | Reduce -0.4% | 18,132 | $992K |
| Richardson Financial Services Inc. | 0.69% | Reduce -8.0% | 18,099 | $988K |
| Cape Cod Five Cents Savings Bank | 0.09% | No change | 17,963 | $982K |
| Austin Private Wealth, LLC | 0.09% | Add +21.4% | 17,913 | $980K |
| Butensky & Cohen Financial Security, Inc. | 0.31% | Reduce -1.1% | 17,893 | $979K |
| Tidemark, LLC | 0.37% | Reduce -2.2% | 17,871 | $977K |
| Armbruster Capital Management, Inc. | 0.20% | Add +15.0% | 17,770 | $972K |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.5% | 17,575 | $969K |
| Comprehensive Money Management Services LLC | 0.80% | — | 17,704 | $968K |
| Citizens Financial Group Inc. | 0.02% | New | 17,660 | $966K |
| Kavar Capital Partners Group, LLC | 0.16% | No change | 17,487 | $956K |
| VCI Wealth Management LLC | 0.41% | Reduce -48.4% | 17,456 | $955K |
| Second Line Capital, LLC | 0.26% | Reduce -8.4% | 17,407 | $952K |
| Aveo Capital Partners, LLC | 0.10% | Reduce -6.5% | 17,391 | $951K |
| Financial Management Network Inc. | 0.19% | Add +0.1% | 16,666 | $920K |
| Clear Investment Research, LLC | 1.18% | Add +1.7% | 16,785 | $918K |
| Lutz Financial Services LLC | 0.07% | Add +75.2% | 16,769 | $917K |
| Total Clarity Wealth Management, Inc. | 0.29% | New | 16,391 | $896K |
| Worth Financial Advisory Group, LLC | 0.55% | Reduce -1.5% | 16,212 | $887K |
| Richard P Slaughter Associates Inc | 0.20% | Add +9.5% | 16,090 | $880K |
| Barnes Wealth Management Group, Inc | 0.59% | — | 16,070 | $879K |
| River Street Advisors LLC | 0.45% | Add +3.2% | 15,964 | $873K |
| Intrua Financial, LLC | 0.14% | New | 15,927 | $871K |
| Stegent Equity Advisors, Inc. | 0.88% | Reduce -0.5% | 15,786 | $863K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +43.8% | 15,611 | $854K |
| Denver Wealth Management, Inc. | 0.38% | Add +0.3% | 15,488 | $847K |
| Retirement Planning Co of New England, Inc. | 0.41% | Add +4.4% | 15,415 | $843K |
| Eldridge Investment Advisors, Inc. | 0.20% | Add +24.5% | 15,389 | $842K |
| Jackson Creek Investment Advisors LLC | 0.25% | Add +24.7% | 15,259 | $835K |
| Arkansas Financial Group, Inc. | 0.13% | Reduce -7.1% | 15,142 | $828K |
| Ironwood Wealth Management, LLC. | 0.25% | Reduce -13.7% | 14,994 | $820K |
| Ascent Group, LLC | 0.06% | Reduce -9.8% | 14,925 | $816K |
| Fusion Family Wealth, LLC | 0.07% | No change | 14,891 | $814K |
| BCS Wealth Management | 0.20% | Add +34.9% | 14,738 | $806K |
| Jordan Park Group LLC | 0.06% | Reduce -5.5% | 14,692 | $804K |
| Financial Enhancement Group LLC | 0.12% | Reduce -60.5% | 14,631 | $801K |
| Money Concepts Capital Corp. | 0.06% | Add +3.9% | 14,622 | $800K |
| High Probability Advisors, LLC | 0.14% | Add +10.1% | 14,527 | $794K |
| GPS Wealth Strategies Group, LLC | 0.10% | Reduce -6.4% | 14,496 | $793K |
| Ethos Financial Group, LLC | 0.10% | Reduce -28.7% | 14,361 | $785K |
| Vicus Capital | 0.07% | Add +6.0% | 14,270 | $780K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -23.8% | 14,248 | $779K |
| Empower Advisory Group, LLC | 0.00% | Reduce -17.9% | 14,222 | $778K |
| Orange Investment Advisors, Inc. | 0.09% | Add +19.8% | 14,194 | $776K |
| MGB Wealth Management, LLC | 0.24% | Add +0.4% | 14,190 | $776K |
| Sage Mountain Advisors LLC | 0.06% | No change | 14,116 | $772K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -12.7% | 13,941 | $762K |
| Advisory Alpha, LLC | 0.03% | Reduce -17.2% | 13,799 | $755K |
| Cresset Asset Management, LLC | 0.00% | Reduce -13.1% | 13,786 | $754K |
| White Pine Capital LLC | 0.25% | No change | 13,511 | $739K |
| Csenge Advisory Group | 0.04% | Reduce -2.6% | 13,510 | $739K |
| Aldebaran Financial Inc. | 0.86% | Reduce -0.4% | 13,490 | $736K |
| Quantinno Capital Management LP | 0.01% | New | 13,365 | $731K |
| WealthPlan Investment Management, LLC | 0.07% | New | 13,337 | $729K |
| F/m Investments LLC | 0.03% | Add +7.8% | 13,264 | $725K |
| Drucker Wealth 3.0, LLC | 0.17% | Add +14.1% | 13,170 | $720K |
| Graypoint LLC | 0.04% | No change | 13,147 | $719K |
| Gateway Wealth Partners, LLC | 0.19% | Reduce -7.9% | 13,100 | $716K |
| Smith, Moore & Co. | 0.06% | No change | 12,966 | $709K |
| Ranch Capital Advisors Inc. | 0.33% | Reduce -0.5% | 12,915 | $706K |
| PFG Advisors | 0.04% | Add +2.9% | 12,831 | $702K |
| Grey Ledge Advisors, LLC | 0.18% | Add +8.7% | 12,624 | $690K |
| ERn Financial, LLC | 0.10% | Reduce -4.2% | 12,535 | $686K |
| Novus Advisors, LLC | 0.67% | — | 12,251 | $670K |
| Twin Focus Capital Partners, LLC | 0.10% | Reduce -15.3% | 12,200 | $667K |
| Tyche Wealth Partners LLC | 0.14% | Add +101.6% | 12,160 | $665K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -83.7% | 12,130 | $663K |
| Coldstream Capital Management Inc. | 0.01% | No change | 11,943 | $653K |
| Canvas Wealth Advisors, LLC | 0.16% | Reduce -39.8% | 11,922 | $652K |
| Fiduciary Group, LLC | 0.07% | New | 11,871 | $649K |
| World Investment Advisors | 0.02% | Add +1.3% | 11,846 | $648K |
| Advisory Services Network, LLC | 0.01% | Add +12.4% | 11,819 | $646K |
| Hill Island Financial LLC | 0.19% | Add +0.2% | 11,737 | $642K |
| Flputnam Investment Management Co. | 0.01% | Reduce -17.0% | 11,723 | $641K |
| Bessemer Group Inc. | 0.00% | Reduce -30.3% | 11,614 | $635K |
| BlackRock, Inc. | 0.00% | New | 11,608 | $635K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.7% | 11,144 | $609K |
| Northern Capital Management, Inc. | 0.37% | Add +18.1% | 11,085 | $606K |
| Arkadios Wealth Advisors | 0.03% | Add +0.3% | 10,987 | $601K |
| Revolve Wealth Partners, LLC | 0.09% | Reduce -1.6% | 10,805 | $591K |
| Apollon Financial, LLC | 0.15% | Reduce -2.3% | 10,708 | $586K |
| CW Advisors, LLC | 0.01% | Reduce -2.6% | 10,586 | $579K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +64.5% | 10,524 | $576K |
| Global Financial Private Client, LLC | 0.22% | Add +1.8% | 10,522 | $575K |
| Destination Wealth Management | 0.02% | No change | 10,522 | $575K |
| Arete Wealth Advisors, LLC | 0.04% | Add +104.2% | 10,494 | $574K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -3.6% | 10,451 | $572K |
| Shepherd Financial Partners LLC | 0.07% | Add +120.3% | 10,371 | $567K |
| Truist Financial Corp. | 0.00% | Add +65.0% | 10,327 | $565K |
| Ieq Capital, LLC | 0.01% | No change | 10,207 | $558K |
| Creative Financial Designs Inc. | 0.04% | Add +58.7% | 10,042 | $549K |
| Medallion Wealth Advisors, LLC | 0.27% | — | 9,996 | $538K |
| HBK Sorce Advisory LLC | 0.02% | Add +84.1% | 9,825 | $537K |
| Compound Planning, Inc. | 0.03% | Reduce -10.7% | 9,811 | $537K |
| Flagship Private Wealth, LLC | 0.26% | Add +13.1% | 9,734 | $532K |
| Fourth Dimension Wealth, LLC | 0.27% | — | 8,687 | $525K |
| Hidden Cove Wealth Management, LLC | 0.42% | — | 9,403 | $514K |
| Marion Wealth Management | 0.13% | Add +3.0% | 9,272 | $507K |
| Westover Capital Advisors, LLC | 0.11% | No change | 9,211 | $504K |
| Old Second National Bank of Aurora | 0.11% | Add +9.7% | 9,189 | $503K |
| Astoria Portfolio Advisors LLC. | 0.17% | New | 8,828 | $489K |
| Econ Financial Services Corp | 0.28% | No change | 8,905 | $487K |
| MAI Capital Management | 0.00% | Add +19.4% | 8,762 | $479K |
| TFG Advisers LLC | 0.17% | Add +12.6% | 8,689 | $475K |
| Falcon Wealth Planning | 0.05% | Reduce -1.5% | 8,675 | $474K |
| Tennessee Valley Asset Management Partners | 0.08% | Add +8.0% | 8,639 | $472K |
| Strategic Financial Planning, Inc. | 0.32% | Add +2.0% | 8,636 | $472K |
| Americana Partners, LLC | 0.02% | No change | 8,631 | $472K |
| Apollon Wealth Management, LLC | 0.01% | Add +47.0% | 8,600 | $470K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -1.1% | 8,578 | $469K |
| Thompson Davis & Co., Inc. | 0.30% | Add +6.3% | 8,500 | $465K |
| Boston Financial Mangement LLC | 0.01% | Reduce -2.6% | 8,494 | $465K |
| SMI Advisory Services, LLC | 0.11% | Reduce -4.8% | 8,449 | $462K |
| Elios Financial Group Inc. | 0.22% | Reduce -9.9% | 8,364 | $457K |
| Outlook Wealth Advisors, LLC | 0.13% | Reduce -7.2% | 8,246 | $451K |
| Magnolia Private Wealth, LLC | 0.40% | — | 8,196 | $448K |
| Sfm, LLC | 0.31% | No change | 8,063 | $441K |
| Sigma Planning Corp | 0.01% | Reduce -1.2% | 8,059 | $441K |
| Capital Management Associates, Inc | 0.16% | Add +0.4% | 8,044 | $440K |
| International Private Wealth Advisors LLC | 0.44% | Add +5.4% | 8,019 | $439K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -7.0% | 7,997 | $437K |
| Level Four Advisory Services, LLC | 0.02% | Add +3.9% | 7,976 | $436K |
| Evoke Wealth, LLC | 0.01% | Add +3.5% | 7,974 | $436K |
| Bank of New York Mellon Corp | 0.00% | New | 7,951 | $435K |
| Stablepoint Partners, LLC | 0.08% | Reduce -5.3% | 7,941 | $434K |
| USAdvisors Wealth Management, LLC | 0.14% | Reduce -4.6% | 7,910 | $432K |
| Financial Freedom, LLC | 0.23% | Add +0.3% | 7,878 | $431K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +6.1% | 7,870 | $430K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -1.4% | 7,732 | $423K |
| Courier Capital LLC | 0.03% | New | 7,724 | $422K |
| Napatree Capital LLC | 0.25% | New | 7,653 | $419K |
| Compass Ion Advisors, LLC | 0.05% | Reduce -20.9% | 7,648 | $418K |
| Narus Financial Partners, LLC | 0.14% | Add +1.5% | 7,615 | $416K |
| Valtinson Bruner Financial Planning LLC | 0.14% | Reduce -2.9% | 7,542 | $412K |
| Harbor Investment Advisory, LLC | 0.04% | Add +25.2% | 7,539 | $412K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.3% | 7,530 | $412K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 7,425 | $406K |
| Scarborough Advisors, LLC | 0.06% | Reduce -11.8% | 7,375 | $403K |
| Baird Financial Group, Inc. | 0.00% | Add +55.5% | 7,355 | $402K |
| Opulen Financial Group LLC | 0.36% | — | 7,304 | $399K |
| Independent Wealth Network Inc. | 0.16% | Reduce -2.1% | 7,064 | $386K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -14.7% | 7,036 | $385K |
| Harmony Asset Management LLC | 0.15% | Add +0.9% | 7,005 | $383K |
| SageView Advisory Group, LLC | 0.02% | New | 7,002 | $383K |
| American Money Management, LLC | 0.07% | Reduce -0.2% | 6,933 | $379K |
| Comerica Bank | 0.00% | Add +0.2% | 6,879 | $376K |
| Simplicity Wealth,LLC | 0.08% | No change | 6,844 | $374K |
| Parkside Financial Bank & Trust | 0.05% | New | 6,833 | $374K |
| Laraway Financial Advisors Inc | 0.29% | Reduce -0.4% | 6,766 | $370K |
| Sentinel Pension Advisors, LLC | 0.07% | Add +0.4% | 6,716 | $367K |
| WorthPointe, LLC | 0.15% | New | 6,671 | $365K |
| Claro Advisors Inc. | 0.05% | Add +16.3% | 6,640 | $363K |
| Garrett Wealth Advisory Group, LLC | 0.08% | Reduce -5.3% | 6,607 | $361K |
| Colton Groome Financial Advisors, LLC | 0.14% | Reduce -8.8% | 6,586 | $360K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 6,581 | $360K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 6,566 | $359K |
| Brighton Jones LLC | 0.01% | Add +53.5% | 6,547 | $358K |
| Investmark Advisory Group LLC | 0.18% | Reduce -27.7% | 6,534 | $357K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +37.5% | 6,465 | $354K |
| Midwest Financial Network, LLC | 0.36% | — | 6,403 | $350K |
| Orion Capital Management LLC | 0.15% | No change | 6,274 | $343K |
| Sax Wealth Advisors, LLC | 0.03% | Add +24.8% | 6,273 | $343K |
| Apella Capital, LLC | 0.01% | Reduce -0.1% | 6,089 | $333K |
| Beckerman Institutional, LLC | 0.27% | No change | 6,081 | $333K |
| Wealth Advisors of Tampa Bay, LLC | 0.14% | No change | 6,080 | $333K |
| Ascentis Independent Advisors | 0.06% | Reduce -10.2% | 6,044 | $331K |
| Five Oceans Advisors | 0.15% | Reduce -4.8% | 5,994 | $328K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +9.7% | 5,953 | $326K |
| National Wealth Management Group, LLC | 0.22% | Reduce -34.3% | 5,945 | $325K |
| Breakwater Capital Group | 0.06% | Add +2.6% | 5,933 | $324K |
| Belpointe Asset Management LLC | 0.02% | Add +1.9% | 5,934 | $322K |
| Diversify Wealth Management, LLC | 0.03% | New | 5,919 | $321K |
| Sandy Spring Bank | 0.01% | Reduce -3.8% | 5,861 | $321K |
| Fisher Asset Management | 0.00% | New | 5,849 | $320K |
| Iams Wealth Management, LLC | 0.15% | Add +8.6% | 5,829 | $319K |
| Ariadne Wealth Management, LP | 0.15% | No change | 5,655 | $318K |
| Sovereign Financial Group, Inc. | 0.07% | Add +18.7% | 5,795 | $317K |
| Securian Asset Management, Inc. | 0.01% | Add +132.7% | 5,700 | $312K |
| Vertex Planning Partners, LLC | 0.07% | Reduce -5.8% | 5,686 | $311K |
| Jones Financial Companies LLLP | 0.00% | Add +204.8% | 5,657 | $309K |
| Clearstead Advisors, LLC | 0.00% | Add +0.2% | 5,568 | $304K |
| Bison Wealth, LLC | 0.04% | — | 5,514 | $302K |
| Franklin Resources Inc. | 0.00% | No change | 5,373 | $294K |
| Continuum Advisory, LLC | 0.04% | Reduce -0.3% | 5,367 | $294K |
| Legacy Financial Strategies, LLC | 0.06% | No change | 5,368 | $293K |
| Mgo One Seven LLC | 0.01% | Add +3.0% | 5,335 | $292K |
| National Philanthropic Trust | 0.00% | New | 5,325 | $291K |
| Balboa Wealth Partners | 0.07% | Reduce -6.7% | 5,319 | $291K |
| Truepoint, Inc. | 0.01% | New | 5,246 | $287K |
| BridgePort Financial Solutions, LLC | 0.13% | — | 5,314 | $286K |
| Hilltop Holdings Inc. | 0.02% | Reduce -1.9% | 5,172 | $283K |
| Diligent Investors, LLC | 0.06% | Add +0.0% | 5,112 | $280K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 5,100 | $279K |
| Matauro, LLC | 0.06% | — | 5,094 | $279K |
| Ritholtz Wealth Management | 0.01% | Add +1.0% | 4,987 | $273K |
| Landmark Wealth Management, LLC | 0.12% | Reduce -3.4% | 4,971 | $272K |
| Mystic Asset Management, Inc. | 0.07% | Add +4.2% | 4,970 | $272K |
| Tranquility Partners, LLC | 0.10% | Reduce -0.4% | 4,956 | $271K |
| Ironwood Financial, llc | 0.06% | New | 4,915 | $269K |
| Eclectic Associates Inc. | 0.08% | Reduce -11.0% | 4,914 | $269K |
| Mayport, LLC | 0.08% | New | 4,913 | $269K |
| Mattern Wealth Management LLC | 0.06% | No change | 4,906 | $268K |
| Latitude Advisors, LLC | 0.15% | Add +29.0% | 4,886 | $267K |
| WealthPLAN Partners, LLC | 0.04% | Reduce -72.9% | 4,877 | $267K |
| DAVENPORT & Co LLC | 0.00% | Add +2.3% | 4,850 | $265K |
| Mainstream Capital Management LLC | 0.19% | Reduce -0.4% | 4,843 | $265K |
| PCG Wealth Advisors, LLC | 0.10% | No change | 4,839 | $265K |
| MSH Capital Advisors LLC | 0.08% | Add +28.6% | 4,810 | $263K |
| Optimist Retirement Group LLC | 0.12% | Reduce -4.1% | 4,799 | $262K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +2621.6% | 4,790 | $262K |
| HB Wealth Management, LLC | 0.00% | No change | 4,757 | $260K |
| Roman Butler Fullerton & Co. | 0.08% | Reduce -9.7% | 4,562 | $259K |
| Strategic Wealth Investment Group, LLC | 0.01% | New | 5,941 | $258K |
| Napa Wealth Management | 0.11% | Add +1.9% | 4,677 | $256K |
| Altrius Capital Management Inc | 0.07% | Reduce -5.3% | 4,655 | $255K |
| EP Wealth Advisors, LLC | 0.00% | Add +18.8% | 4,613 | $252K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -1.0% | 4,574 | $250K |
| Consolidated Portfolio Review Corp | 0.04% | New | 4,521 | $247K |
| Northwest Capital Management Inc | 0.10% | Add +67.8% | 4,460 | $244K |
| Spectrum Planning & Advisory Services Inc. | 0.21% | Reduce -3.0% | 4,420 | $242K |
| Lockerman Financial Group, Inc. | 0.40% | Reduce -0.3% | 4,321 | $236K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +2.1% | 4,300 | $235K |
| NorthRock Partners, LLC | 0.01% | No change | 4,286 | $234K |
| Ballentine Partners, LLC | 0.00% | No change | 4,247 | $232K |
| Convergence Financial, LLC | 0.05% | Add +0.1% | 4,230 | $231K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.1% | 4,205 | $230K |
| Old Port Advisors | 0.07% | Reduce -25.5% | 4,173 | $228K |
| Round Rock Advisors LLC | 0.05% | New | 4,161 | $228K |
| Grey Fox Wealth Advisors, LLC | 0.06% | Add +0.1% | 4,138 | $226K |
| Bleakley Financial Group, LLC | 0.01% | New | 4,111 | $225K |
| My Personal CFO, LLC | 0.12% | No change | 4,101 | $224K |
| Guardian Wealth Advisors, LLC | 0.14% | No change | 4,100 | $224K |
| Quadrant Private Wealth Management, LLC | 0.05% | New | 4,070 | $223K |
| Norden Group LLC | 0.02% | Reduce -3.0% | 4,011 | $219K |
| True North Advisors, LLC | 0.05% | Add +0.2% | 3,999 | $219K |
| Strategic Investment Advisors / MI | 0.02% | Reduce -5.8% | 3,973 | $217K |
| Brookstone Capital Management | 0.00% | Reduce -12.9% | 3,963 | $217K |
| Denver PWM, LLC | 0.08% | Add +2.6% | 3,953 | $216K |
| Principal Securities, Inc. | 0.00% | Reduce -10.5% | 3,940 | $215K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +0.1% | 3,934 | $215K |
| My Legacy Advisors, LLC | 0.08% | Reduce -5.9% | 3,831 | $215K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 3,892 | $213K |
| Dynamic Financial Group | 0.21% | — | 3,823 | $209K |
| Venture Visionary Partners LLC | 0.01% | Reduce -3.2% | 3,802 | $208K |
| JDM Financial Group LLC | 0.11% | Add +0.0% | 3,753 | $205K |
| QRG Capital Management, Inc. | 0.00% | Reduce -0.9% | 3,743 | $205K |
| Glenview Trust Co | 0.00% | No change | 3,729 | $204K |
| Financial Insights, Inc. | 0.08% | Reduce -83.1% | 3,720 | $203K |
| HUB Investment Partners, LLC | 0.01% | New | 3,716 | $203K |
| Sovran Advisors, LLC | 0.03% | — | 3,665 | $203K |
| Procyon Advisors, LLC | 0.01% | Reduce -7.2% | 3,696 | $202K |
| Detalus Advisors, LLC | 0.07% | Reduce -6.1% | 3,691 | $202K |
| Vestment Financial LLC | 0.15% | — | 3,679 | $202K |
| Great Lakes Advisors, LLC | 0.00% | New | 3,662 | $200K |
| US Bancorp \de | 0.00% | Reduce -0.4% | 3,509 | $192K |
| Signaturefd, LLC | 0.00% | Reduce -2.4% | 3,449 | $189K |
| Arlington Trust Co LLC | 0.04% | Reduce -13.0% | 3,436 | $188K |
| Vermillion & White Wealth Management Group, LLC | 0.13% | No change | 3,331 | $182K |
| Phillips Financial Management, LLC | 0.01% | No change | 3,195 | $175K |
| NFSG Corp | 0.04% | Add +0.3% | 3,141 | $172K |
| Keener Financial Planning LLC | 0.10% | No change | 3,027 | $165K |
| Richard W. Paul & Associates, LLC | 0.05% | Reduce -11.4% | 2,754 | $151K |
| Paladin Advisory Group, LLC | 0.11% | No change | 2,511 | $137K |
| Front Row Advisors LLC | 0.05% | No change | 2,491 | $136K |
| Graney & King, LLC | 0.10% | — | 2,480 | $136K |
| Measured Risk Portfolios, Inc. | 0.15% | — | 2,477 | $135K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +30.1% | 2,362 | $129K |
| McClarren Financial Advisors, Inc. | 0.35% | Add +102.4% | 2,301 | $125K |
| Operose Advisors LLC | 0.04% | Reduce -1.5% | 2,283 | $125K |
| Beaird Harris Wealth Management, LLC | 0.01% | New | 2,278 | $125K |
| Pineridge Advisors LLC | 0.05% | Add +0.4% | 2,258 | $123K |
| Householder Group Estate & Retirement Specialist, LLC | 0.09% | Reduce -85.6% | 2,095 | $114K |
| Spire Wealth Management | 0.00% | No change | 2,075 | $113K |
| Tradewinds Capital Management, LLC | 0.03% | New | 2,062 | $113K |
| Castleview Partners, LLC | 0.06% | Add +4.1% | 1,955 | $107K |
| Transce3nd, LLC | 0.04% | — | 1,928 | $105K |
| Whittier Trust Co. | 0.00% | Reduce -22.9% | 1,851 | $101K |
| Hilltop National Bank | 0.03% | No change | 1,776 | $97K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.1% | 1,618 | $88K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,540 | $84K |
| WASHINGTON TRUST Co | 0.00% | New | 1,490 | $81K |
| Synergy Investment Management, LLC | 0.03% | — | 1,441 | $79K |
| Quest 10 Wealth Builders, Inc. | 0.08% | — | 1,402 | $77K |
| Balefire, LLC | 0.02% | New | 1,272 | $69K |
| Wingate Wealth Advisors, Inc. | 0.07% | — | 1,261 | $69K |
| Armor Investment Advisors, LLC | 0.03% | No change | 1,240 | $68K |
| WealthShield Partners, LLC | 0.01% | Add +0.4% | 1,230 | $67K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -15.4% | 1,222 | $67K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,168 | $64K |
| Caitlin John, LLC | 0.04% | Reduce -1.6% | 1,013 | $55K |
| Capital & Planning, LLC | 0.04% | — | 997 | $55K |
| PrairieView Partners, LLC | 0.01% | Reduce -5.5% | 1,001 | $54K |
| Creekmur Asset Management LLC | 0.01% | Add +2.0% | 977 | $53K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.1% | 960 | $53K |
| Coppell Advisory Solutions LLC | 0.01% | Add +1231.4% | 932 | $51K |
| PFG Private Wealth Management, LLC | 0.03% | Reduce -0.5% | 917 | $50K |
| Millstone Evans Group, LLC | 0.03% | — | 900 | $49K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 867 | $47K |
| Ancora Advisors LLC | 0.00% | No change | 806 | $44K |
| Hexagon Capital Partners LLC | 0.01% | No change | 776 | $42K |
| Wintrust Investments LLC | 0.03% | No change | 660 | $36K |
| Westside Investment Management, Inc. | 0.01% | No change | 644 | $35K |
| Winch Advisory Services, LLC | 0.01% | Add +0.3% | 631 | $35K |
| Ameriflex Group, Inc. | 0.02% | — | 601 | $34K |
| DecisionPoint Financial, LLC | 0.01% | No change | 612 | $33K |
| Tompkins Financial Corp. | 0.00% | No change | 590 | $32K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 586 | $32K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.2% | 584 | $32K |
| Sittner & Nelson, LLC | 0.01% | No change | 565 | $31K |
| CENTRAL TRUST Co | 0.00% | No change | 554 | $30K |
| National Bank of Canada | 0.00% | Reduce -6.3% | 548 | $30K |
| Rothschild Investment LLC | 0.00% | Add +0.2% | 527 | $29K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 500 | $27K |
| Glen Eagle Advisors, LLC | 0.00% | New | 489 | $27K |
| Center for Financial Planning, Inc. | 0.00% | New | 481 | $26K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 449 | $26K |
| Hopwood Financial Services, Inc. | 0.02% | — | 469 | $26K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -0.4% | 460 | $25K |
| Sunbelt Securities, Inc. | 0.00% | No change | 425 | $23K |
| Curio Wealth, LLC | 0.01% | — | 397 | $22K |
| WR Wealth Planners, LLC | 0.01% | Reduce -48.4% | 369 | $20K |
| Atlas Capital Advisors Inc. | 0.00% | Add +46.7% | 358 | $20K |
| Main Street Group, LTD | 0.01% | No change | 345 | $19K |
| Maryland Capital Advisors Inc. | 0.01% | New | 273 | $15K |
| Beacon Capital Management, LLC | 0.00% | Add +9.8% | 259 | $14K |
| Blue Trust, Inc. | 0.00% | Add +23.1% | 256 | $14K |
| Hemington Wealth Management | 0.00% | New | 250 | $13K |
| Oakworth Capital, Inc. | 0.00% | Reduce -20.4% | 199 | $11K |
| Global Trust Asset Management, LLC | 0.00% | No change | 189 | $10K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 190 | $10K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +0.6% | 181 | $10K |
| Collier Financial | 0.01% | — | 170 | $9K |
| Arax Advisory Partners | 0.00% | Add +40.7% | 166 | $9K |
| Safe Harbor Fiduciary, LLC | 0.01% | Add +5.1% | 165 | $9K |
| Darwin Wealth Management, LLC | 0.00% | New | 165 | $9K |
| Glenmede Trust Co. NA | 0.00% | No change | 165 | $9K |
| Coston, McIsaac & Partners | 0.00% | Reduce -62.4% | 169 | $9K |
| Legacy Investment Solutions, LLC | 0.01% | No change | 151 | $8K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 151 | $8K |
| Bellwether Advisors, LLC | 0.00% | New | 151 | $8K |
| Deutsche Bank AG | 0.00% | No change | 132 | $7K |
| Lindbrook Capital, LLC | 0.00% | No change | 128 | $7K |
| Frazier Financial Advisors, LLC | 0.01% | Add +1.8% | 116 | $6K |
| Tucker Asset Management LLC | 0.00% | Add +1800.0% | 114 | $6K |
| REAP Financial Group, LLC | 0.00% | No change | 103 | $6K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -97.2% | 90 | $5K |
| Breakwater Investment Management | 0.00% | Add +462.5% | 90 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 90 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 90 | $5K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 89 | $5K |
| New Millennium Group LLC | 0.00% | New | 85 | $5K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 82 | $4K |
| NewSquare Capital LLC | 0.00% | New | 80 | $4K |
| Asset Dedication, LLC | 0.00% | Add +1216.7% | 79 | $4K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 70 | $4K |
| IMG Wealth Management, Inc. | 0.00% | — | 63 | $3K |
| Realta Investment Advisors | 0.00% | Reduce -87.1% | 62 | $3K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 58 | $3K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -46.5% | 54 | $3K |
| Simplex Trading, LLC | 0.00% | New | 67 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -17.9% | 46 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 42 | $2K |
| Covestor Ltd | 0.00% | Add +20.0% | 36 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 36 | $2K |
| Sachetta, LLC | 0.00% | No change | 35 | $2K |
| Kestra Investment Management, LLC | 0.00% | New | 31 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 27 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 24 | $1K |
| Salomon & Ludwin, LLC | 0.00% | New | 24 | $1K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 23 | $1K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Reduce -83.7% | 14 | $766 |
| Country Trust Bank | 0.00% | Reduce -72.1% | 12 | $656 |
| Capital A Wealth Management, LLC | 0.00% | — | 11 | $602 |
| Citigroup Inc. | 0.00% | Reduce -99.5% | 4 | $219 |
| Tortoise Investment Management, LLC | 0.00% | No change | 4 | $219 |
| Lanark Financial, Inc. | 0.02% | — | 3 | $202 |
| Evolution Advisers, Inc. | 0.00% | Reduce -95.5% | 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.