SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q1 2025 (March 31)678holders −5
60new positions
61sold out
4famous investors
$51.17avg. 13F price*
At the end of Q1 2025, 678 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings, down 5 from Q4 2024. 60 opened new positions and 61 sold out. The largest holders were Creative Planning ($4.1B), Betterment LLC ($915.3M) and LPL Financial LLC ($670.3M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 (Q1 2025)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $231.0M |
| Exits | 61 | $116.4M |
All 13F filers, Q4 2024 → Q1 2025: 18,166,493 shares bought and 6,760,318 shares sold, net +11,406,175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 678 holders
| Creative Planning | 3.86% | Add +4.1% | 80,140,007 | $4.1B |
| Betterment LLC | 2.17% | Reduce -0.3% | 17,884,123 | $915.3M |
| LPL Financial LLC | 0.26% | Add +1.7% | 13,097,106 | $670.3M |
| Cwm, LLC | 1.34% | Add +15.3% | 6,581,942 | $336.9M |
| Valmark Advisers, Inc. | 4.93% | Add +6.2% | 6,369,152 | $326.0M |
| AlTi Global, Inc. | 7.16% | Reduce -1.0% | 5,336,965 | $273.1M |
| Texas Permanent School Fund Corp. | 5.42% | No change | 2,974,252 | $152.2M |
| HighTower Advisors, LLC | 0.21% | Add +5.7% | 2,964,212 | $151.7M |
| Hancock Prospecting Pty Ltd | 5.82% | New | 2,875,190 | $147.2M |
| Morgan Stanley | 0.01% | Add +17.9% | 2,630,669 | $134.6M |
| Facet Wealth, Inc. | 3.28% | Reduce -3.6% | 2,468,196 | $126.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +27.1% | 2,142,220 | $109.6M |
| RFG Advisory, LLC | 2.63% | Add +11.1% | 1,898,736 | $97.2M |
| Bank of America Corp. | 0.01% | Add +29.1% | 1,880,927 | $96.3M |
| Atlas Private Wealth Advisors | 10.47% | Add +12.4% | 1,467,418 | $75.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +345.1% | 1,435,560 | $73.5M |
| Osaic Holdings, Inc. | 0.16% | Add +24.7% | 1,416,177 | $72.5M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +9.4% | 1,234,174 | $63.2M |
| Private Advisor Group, LLC | 0.36% | Reduce -7.7% | 1,169,904 | $59.9M |
| UBS Group AG | 0.01% | Add +175.7% | 1,087,272 | $55.6M |
| Cornerstone Wealth Management, LLC | 3.60% | Add +4.4% | 1,038,432 | $53.1M |
| First Command Advisory Services, Inc. | 0.47% | Add +17.6% | 954,186 | $48.8M |
| MBB Public Markets I LLC | 5.56% | Add +77.0% | 942,381 | $48.2M |
| Wealthcare Advisory Partners LLC | 1.29% | Add +5.0% | 937,683 | $48.0M |
| Mason Street Advisors, LLC | 6.04% | Add +14.3% | 927,600 | $47.5M |
| Koss-Olinger Consulting, LLC | 3.74% | Add +3.5% | 867,811 | $44.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +2.5% | 839,124 | $42.9M |
| JNBA Financial Advisors | 4.42% | Add +9.2% | 833,243 | $42.6M |
| HHM Wealth Advisors, LLC | 5.59% | Add +39.5% | 811,832 | $41.5M |
| AlphaStar Capital Management, LLC | 3.87% | Add +9.5% | 751,570 | $38.5M |
| Good Life Advisors, LLC | 2.67% | Add +4.0% | 740,348 | $37.9M |
| Royal Bank of Canada | 0.01% | Add +11.4% | 731,517 | $37.4M |
| Blair William & Co. | 0.11% | Add +0.8% | 691,922 | $35.4M |
| Wells Fargo & Company | 0.01% | Reduce -6.2% | 653,472 | $33.4M |
| Great Valley Advisor Group, Inc. | 0.70% | Reduce -51.3% | 638,790 | $32.7M |
| Peterson Wealth Advisors, LLC | 6.09% | Add +2.0% | 686,382 | $31.5M |
| Savant Capital, LLC | 0.27% | Reduce -32.8% | 615,686 | $31.5M |
| Hills Bank & Trust Co | 2.19% | Add +6.7% | 608,348 | $31.1M |
| 1900 Wealth Management LLC | 2.41% | Add +9.4% | 566,652 | $29.0M |
| Waller Financial Planning Group, Inc. | 8.10% | Reduce -17.4% | 563,585 | $28.8M |
| Sun Life Financial Inc. | 1.59% | New | 490,800 | $25.1M |
| Ameriprise Financial Inc. | 0.01% | Add +10.4% | 486,544 | $24.9M |
| Equitable Holdings, Inc. | 0.23% | Add +15.8% | 481,259 | $24.6M |
| RKL Wealth Management LLC | 2.32% | Add +134.8% | 480,814 | $24.6M |
| Impact Partnership Wealth, LLC | 4.92% | Add +29.2% | 450,222 | $23.0M |
| Assetmark, Inc. | 0.06% | Add +0.3% | 440,678 | $22.6M |
| OneAscent Financial Services LLC | 1.43% | Reduce -1.7% | 426,508 | $21.9M |
| Farther Finance Advisors, LLC | 0.55% | Add +34.5% | 420,487 | $21.6M |
| MML Investors Services, LLC | 0.07% | Add +17.9% | 414,139 | $21.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.92% | Add +6.5% | 398,375 | $20.4M |
| Corient Private Wealth LP | 0.03% | Add +0.6% | 388,816 | $19.9M |
| Fifth Third Bancorp | 0.08% | Add +8.4% | 387,252 | $19.8M |
| United Capital Financial Advisors, LLC | 0.17% | Add +531.7% | 386,651 | $19.8M |
| Crews Bank & Trust | 3.32% | Add +0.7% | 380,046 | $19.5M |
| Retirement Income Solutions, Inc. | 4.03% | Add +73.7% | 376,561 | $19.3M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +2.4% | 369,053 | $18.9M |
| First National Trust Co | 0.76% | Add +0.0% | 368,515 | $18.9M |
| Reston Wealth Management LLC | 7.41% | Reduce -0.2% | 357,986 | $18.3M |
| St Germain D J Co. Inc. | 0.85% | Add +7.9% | 353,678 | $18.1M |
| TLWM | 3.60% | Reduce -0.5% | 351,963 | $18.0M |
| Auto-Owners Insurance Co | 0.47% | Reduce -77.6% | 298,293 | $17.8M |
| Financial Strategies Group, Inc. | 4.20% | Add +1.1% | 368,091 | $17.7M |
| Waverly Advisors, LLC | 0.21% | Add +11.7% | 337,327 | $17.3M |
| Summit Trail Advisors, LLC | 0.56% | Reduce -1.2% | 334,521 | $17.1M |
| Cahaba Wealth Management, Inc. | 1.37% | Add +2.1% | 323,004 | $16.5M |
| North Star Asset Management Inc. | 0.74% | Reduce -10.8% | 316,583 | $16.2M |
| Raymond James Financial Inc. | 0.01% | Add +14.2% | 306,746 | $15.7M |
| Penserra Capital Management LLC | 0.27% | New | 294,175 | $15.1M |
| Citizens & Northern Corp. | 4.20% | Add +3.8% | 291,195 | $14.9M |
| Mariner, LLC | 0.02% | Add +57.0% | 278,442 | $14.2M |
| Shepherd Financial Partners LLC | 1.65% | Add +2554.5% | 275,302 | $14.1M |
| Cetera Investment Advisers | 0.03% | Add +10.5% | 274,401 | $14.0M |
| New Perspectives, Inc | 7.36% | Add +3.4% | 269,465 | $13.8M |
| Sollinda Capital Management LLC | 3.82% | Reduce -5.0% | 268,182 | $13.7M |
| Financial Gravity Asset Management, Inc. | 2.95% | — | 263,872 | $13.5M |
| Geneos Wealth Management Inc. | 0.44% | Add +10.1% | 259,369 | $13.3M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -2.9% | 258,962 | $13.3M |
| Advisor Resource Council | 1.00% | New | 243,713 | $12.4M |
| Evermay Wealth Management LLC | 1.60% | Add +14.9% | 238,636 | $12.2M |
| Ellenbecker Investment Group | 2.20% | Add +82.8% | 238,402 | $12.2M |
| Townsquare Capital LLC | 0.13% | Add +1.1% | 236,256 | $12.1M |
| Dakota Wealth Management | 0.27% | Add +249.5% | 227,117 | $11.6M |
| Alta Wealth Advisors LLC | 5.10% | Add +2.6% | 217,241 | $11.1M |
| Advance Capital Management, Inc. | 0.53% | Add +2.8% | 216,493 | $11.1M |
| Montz Harcus Wealth Management LLC | 5.99% | Add +3.3% | 214,334 | $11.0M |
| Avior Wealth Management, LLC | 0.41% | Add +6.1% | 213,024 | $10.9M |
| WBH Advisory Inc. | 1.00% | Add +2.0% | 210,152 | $10.8M |
| Allworth Financial LP | 0.06% | Reduce -11.6% | 214,058 | $10.7M |
| Moneta Group Investment Advisors LLC | 0.15% | Add +8.2% | 207,836 | $10.6M |
| Cary Street Partners Financial LLC | 0.33% | Add +4.9% | 207,199 | $10.6M |
| Exchange Capital Management, Inc. | 1.71% | Add +9.3% | 205,914 | $10.5M |
| Higgins & Schmidt Wealth Strategies LLC | 6.18% | Add +3.8% | 204,407 | $10.5M |
| Syntegra Private Wealth Group, LLC | 1.22% | Add +19.9% | 203,085 | $10.4M |
| Cascade Financial Partners, LLC | 1.31% | Add +5.0% | 202,996 | $10.4M |
| IAG Wealth Partners, LLC | 1.56% | Add +7.5% | 196,673 | $10.1M |
| Louisiana State Employees Retirement System | 0.20% | Reduce -10.3% | 196,100 | $10.0M |
| Gladstone Institutional Advisory LLC | 0.46% | Add +39.9% | 194,501 | $10.0M |
| Wrapmanager Inc. | 2.61% | Add +2.6% | 194,255 | $9.9M |
| PSI Advisors, LLC | 3.20% | Add +3.7% | 191,919 | $9.8M |
| Western Wealth Management, LLC | 0.65% | Reduce -16.9% | 191,098 | $9.8M |
| Park Avenue Securities LLC | 0.12% | Add +2.7% | 189,745 | $9.7M |
| TPG Financial Advisors, LLC | 4.28% | Add +23.9% | 189,276 | $9.7M |
| Bensler, LLC | 1.21% | Add +13.8% | 189,022 | $9.7M |
| NewEdge Advisors, LLC | 0.06% | Reduce -8.7% | 185,992 | $9.5M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -1.2% | 184,614 | $9.4M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -1.2% | 184,614 | $9.4M |
| Lumbard & Kellner, LLC | 4.00% | Add +72.8% | 177,385 | $9.1M |
| Windsor Capital Management, LLC | 2.76% | Reduce -3.1% | 175,581 | $9.0M |
| Beacon Pointe Advisors, LLC | 0.10% | Reduce -3.3% | 174,006 | $8.9M |
| Octavia Wealth Advisors, LLC | 1.07% | Add +19.6% | 171,931 | $8.8M |
| Collaborative Wealth Managment Inc. | 4.07% | Add +0.9% | 169,855 | $8.7M |
| Wealth Management Resources, Inc. | 3.10% | Add +0.5% | 166,891 | $8.5M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -0.8% | 163,767 | $8.4M |
| Pachira Investments Inc. | 5.80% | Reduce -2.1% | 161,635 | $8.2M |
| Marathon Strategic Advisors, LLC | 8.86% | Add +10.1% | 161,011 | $8.2M |
| Pathstone Holdings, LLC | 0.04% | Reduce -2.8% | 160,451 | $8.2M |
| Private Wealth Group, LLC | 4.77% | Reduce -0.0% | 158,533 | $8.1M |
| CGN Advisors LLC | 0.79% | Add +2.7% | 158,237 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.4% | 158,072 | $8.1M |
| Pinkerton Wealth, LLC | 1.04% | Reduce -16.5% | 156,032 | $8.0M |
| KWB Wealth | 0.95% | Reduce -8.1% | 144,079 | $7.9M |
| Pecaut & Co. | 2.68% | Add +3.0% | 153,751 | $7.9M |
| Oarsman Capital, Inc. | 1.38% | Add +24.9% | 149,902 | $7.7M |
| M Holdings Securities, Inc. | 1.22% | Reduce -1.0% | 143,806 | $7.4M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -11.5% | 143,769 | $7.4M |
| FF Advisors,LLC | 4.19% | Add +9.7% | 142,966 | $7.3M |
| Zhang Financial LLC | 0.39% | Add +23.4% | 142,578 | $7.3M |
| Trilogy Capital Inc. | 0.38% | Reduce -21.4% | 141,530 | $7.2M |
| Capital Investment Advisory Services, LLC | 0.64% | Add +6.6% | 139,634 | $7.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.9% | 134,933 | $6.9M |
| Warren Street Wealth Advisors, LLC | 2.66% | Add +5.0% | 132,732 | $6.8M |
| Berkeley Capital Partners, LLC | 1.86% | Reduce -0.1% | 131,945 | $6.8M |
| Modera Wealth Management, LLC | 0.09% | Reduce -5.4% | 128,122 | $6.6M |
| IHT Wealth Management, LLC | 0.20% | Add +2.8% | 127,952 | $6.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.9% | 122,482 | $6.3M |
| SPC Financial, Inc. | 0.55% | Add +3.0% | 121,909 | $6.2M |
| Abound Financial, LLC | 3.13% | Reduce -25.7% | 120,937 | $6.2M |
| Bokf, NA | 0.11% | Add +1.9% | 120,588 | $6.2M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -1.3% | 119,945 | $6.1M |
| Carnegie Investment Counsel | 0.15% | Add +9.8% | 133,574 | $6.1M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -2.6% | 119,230 | $6.1M |
| Advisor OS, LLC | 0.69% | Add +48.0% | 118,486 | $6.1M |
| MJP Associates Inc. | 1.09% | Add +53.5% | 118,452 | $6.1M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -5.5% | 118,211 | $6.1M |
| Millington Financial Advisors, LLC | 3.61% | Add +2.9% | 123,156 | $5.9M |
| Independent Financial Group, LLC | 0.20% | Add +2.9% | 114,220 | $5.8M |
| Arq Wealth Advisors, LLC | 2.12% | Reduce -4.7% | 111,567 | $5.7M |
| Debussy Capital Management LP | 0.91% | Add +3.8% | 110,159 | $5.6M |
| HM Payson & Co. | 0.10% | No change | 109,207 | $5.6M |
| Northern Trust Corp. | 0.00% | Reduce -8.0% | 108,970 | $5.6M |
| Focus Partners Wealth | 0.01% | Add +9.9% | 107,196 | $5.5M |
| Chicago Partners Investment Group LLC | 0.18% | Add +26.6% | 106,461 | $5.4M |
| Measured Wealth Private Client Group, LLC | 1.71% | Reduce -57.5% | 104,321 | $5.3M |
| Stewardship Advisors, LLC | 1.40% | Add +1.8% | 101,259 | $5.2M |
| Nottingham Advisors, Inc. | 0.78% | Add +20.9% | 100,037 | $5.1M |
| Perennial Investment Advisors, LLC | 0.56% | Reduce -26.3% | 97,473 | $5.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +64.0% | 93,300 | $4.8M |
| Tennessee Valley Asset Management Partners | 0.74% | Add +929.4% | 88,926 | $4.6M |
| IFG Advisory, LLC | 0.25% | Add +3.9% | 87,620 | $4.5M |
| Resonant Capital Advisors, LLC | 0.31% | Add +3.9% | 87,490 | $4.5M |
| Austin Private Wealth, LLC | 0.40% | Add +386.7% | 87,182 | $4.5M |
| ORBA Wealth Advisors, L.L.C. | 2.25% | Add +36.4% | 87,041 | $4.5M |
| Broadway Wealth Solutions, Inc. | 3.19% | Add +6.7% | 85,512 | $4.4M |
| Evergreen Capital Management LLC | 0.15% | Add +184.8% | 84,909 | $4.3M |
| Founders Financial Alliance, LLC | 1.05% | Add +1.3% | 84,506 | $4.3M |
| Cerity Partners LLC | 0.01% | Reduce -1.7% | 83,352 | $4.3M |
| First International Bank & Trust | 1.29% | Reduce -59.4% | 80,005 | $4.1M |
| CVFG LLC | 3.69% | Add +5.2% | 79,296 | $4.1M |
| Vista Investment Management | 1.48% | Add +1.6% | 74,122 | $3.8M |
| G&S Capital LLC | 1.60% | Add +2.6% | 73,773 | $3.8M |
| Wealthquest Corp | 0.31% | Reduce -20.8% | 73,734 | $3.8M |
| Flagship Harbor Advisors, LLC | 0.20% | Reduce -46.8% | 73,543 | $3.8M |
| Ausdal Financial Partners, Inc. | 0.28% | Add +16.9% | 73,409 | $3.8M |
| ArborFi Advisors, LLC | 3.67% | Add +3.4% | 72,282 | $3.7M |
| Truefg, LLC | 1.22% | Add +11.6% | 72,206 | $3.7M |
| Register Financial Advisors LLC | 1.91% | Add +3.7% | 71,821 | $3.7M |
| Pure Financial Advisors, LLC | 0.08% | Add +1.5% | 70,326 | $3.6M |
| Citadel Advisors | 0.00% | Reduce -0.1% | 69,688 | $3.6M |
| Golden State Wealth Management, LLC | 0.52% | Add +32.0% | 68,684 | $3.5M |
| Crestwood Advisors Group, LLC | 0.07% | New | 67,916 | $3.5M |
| Wealth Advisory Solutions, LLC | 0.92% | Add +17.5% | 67,768 | $3.5M |
| SOL Capital Management CO | 0.36% | Add +11.6% | 64,255 | $3.3M |
| Retirement Planning Group, LLC | 0.15% | Add +2.9% | 64,098 | $3.3M |
| Stifel Financial Corp. | 0.00% | Reduce -5.3% | 63,583 | $3.3M |
| Sharkey, Howes & Javer | 0.46% | Add +1.6% | 62,658 | $3.2M |
| Kagan Cocozza Asset Management | 2.62% | Reduce -0.9% | 62,635 | $3.2M |
| Lynx Investment Advisory | 2.12% | Reduce -5.4% | 62,208 | $3.2M |
| Aspetuck Financial Management LLC | 2.73% | Add +11.8% | 62,035 | $3.2M |
| Compass Wealth Management LLC | 0.81% | Add +18.4% | 61,683 | $3.2M |
| CarsonAllaria Wealth Management, Ltd. | 1.82% | Add +88.2% | 61,232 | $3.1M |
| Chemung Canal Trust Co. | 0.69% | No change | 60,994 | $3.1M |
| IFP Advisors, Inc | 0.10% | Add +15.7% | 60,626 | $3.1M |
| Jacksonville Wealth Management, LLC | 3.04% | Add +2.4% | 60,398 | $3.1M |
| Bill Few Associates, Inc. | 1.10% | Add +2.3% | 60,331 | $3.1M |
| Manhattan West Asset Management, LLC | 0.78% | Add +2.8% | 60,027 | $3.1M |
| United Asset Strategies, Inc. | 0.28% | Reduce -0.5% | 59,031 | $3.0M |
| Quantinno Capital Management LP | 0.02% | Add +331.4% | 57,654 | $3.0M |
| Goodman Financial Corp | 0.64% | Add +1.7% | 57,594 | $2.9M |
| Aspire Private Capital, LLC | 0.70% | Add +3.4% | 54,697 | $2.8M |
| NovaPoint Capital, LLC | 0.85% | Reduce -0.2% | 53,794 | $2.8M |
| Landmark Wealth Management, Inc. | 1.30% | Add +12.8% | 53,399 | $2.7M |
| Walkner Condon Financial Advisors LLC | 0.54% | Reduce -54.8% | 52,026 | $2.7M |
| Strategic Financial Concepts, LLC | 0.50% | Reduce -9.7% | 51,652 | $2.6M |
| AE Wealth Management LLC | 0.02% | Reduce -2.8% | 51,493 | $2.6M |
| Range Financial Group LLC | 1.17% | Add +0.4% | 51,433 | $2.6M |
| Commerce Bank | 0.02% | Reduce -3.4% | 50,688 | $2.6M |
| AQR Capital Management | 0.00% | Add +39.9% | 50,445 | $2.6M |
| Brio Consultants, LLC | 0.40% | Reduce -3.9% | 49,503 | $2.5M |
| Destiny Capital Corp | 1.72% | Reduce -0.5% | 49,235 | $2.5M |
| Tudor Investment Corporation | 0.02% | New | 48,601 | $2.5M |
| Madison Asset Management, LLC | 0.03% | Add +0.6% | 48,524 | $2.5M |
| Farrow Financial, Inc. | 1.65% | Add +8.0% | 48,020 | $2.5M |
| Shum Financial Group, Inc. | 2.11% | Add +1.5% | 47,649 | $2.4M |
| Post Resch Tallon Group Inc. | 2.47% | Add +9.1% | 47,050 | $2.4M |
| Centaurus Financial, Inc. | 0.14% | Reduce -1.2% | 46,698 | $2.4M |
| Tandem Investment Partners LLC | 2.34% | New | 46,200 | $2.4M |
| Kohmann Bosshard Financial Services, LLC | 0.28% | Reduce -4.9% | 45,711 | $2.3M |
| Power Wealth Management LLC | 0.94% | Add +13.3% | 45,464 | $2.3M |
| Glen Eagle Advisors, LLC | 0.38% | Add +9138.9% | 45,178 | $2.3M |
| Naples Global Advisors, LLC | 0.22% | Add +5.6% | 45,154 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +3.8% | 44,730 | $2.3M |
| Harbour Investments, Inc. | 0.06% | Reduce -0.5% | 44,146 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +16.7% | 43,954 | $2.2M |
| Charles Schwab Trust Co | 0.19% | Add +11.1% | 43,854 | $2.2M |
| Aptus Capital Advisors, LLC | 0.03% | Add +55.0% | 43,740 | $2.2M |
| Tradewinds Capital Management, LLC | 0.60% | Add +2011.7% | 43,544 | $2.2M |
| AdvisorNet Financial, Inc | 0.16% | Add +1.7% | 43,350 | $2.2M |
| Hibernia Wealth Partners, LLC | 1.57% | Reduce -2.9% | 43,085 | $2.2M |
| Towercrest Capital Management | 0.42% | Reduce -1.8% | 42,871 | $2.2M |
| Jacobi Capital Management LLC | 0.16% | Add +8.2% | 42,744 | $2.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.30% | Reduce -1.4% | 42,712 | $2.2M |
| CX Institutional | 0.08% | New | 42,703 | $2.2M |
| Captrust Financial Advisors | 0.01% | Reduce -27.8% | 42,075 | $2.2M |
| XY Planning Network, Inc. | 1.43% | New | 41,853 | $2.1M |
| Cavalier Investments, LLC | 0.72% | Reduce -12.2% | 41,502 | $2.1M |
| SIMA Wealth Partners, LLC | 1.75% | Reduce -0.9% | 41,195 | $2.1M |
| Addison Capital Co | 0.79% | Add +37.7% | 39,478 | $2.0M |
| Atria Investments, Inc | 0.03% | Add +19.0% | 39,454 | $2.0M |
| Signal Advisors Wealth, LLC | 0.20% | Add +8.7% | 39,347 | $2.0M |
| Wealthcare Capital Partners, LLC | 1.04% | Add +10.1% | 39,334 | $2.0M |
| Sterling Investment Advisors, Ltd. | 0.48% | Add +20.0% | 39,004 | $2.0M |
| Merit Financial Group, LLC | 0.03% | Reduce -52.4% | 38,490 | $2.0M |
| Capital Analysts, LLC | 0.07% | Reduce -74.8% | 38,434 | $2.0M |
| Crescent Grove Advisors, LLC | 0.20% | Reduce -0.5% | 36,615 | $1.9M |
| Mma Asset Management LLC | 0.78% | Add +0.1% | 36,189 | $1.9M |
| JSF Financial, LLC | 0.48% | Add +6.3% | 35,896 | $1.8M |
| Larson Financial Group LLC | 0.09% | Reduce -1.0% | 35,894 | $1.8M |
| CreativeOne Wealth, LLC | 0.05% | Add +16.7% | 35,090 | $1.8M |
| Alliance Wealth Management Group | 0.48% | Reduce -1.9% | 34,956 | $1.8M |
| TKG Advisors, LLC | 0.86% | Add +0.1% | 34,237 | $1.8M |
| Key Financial Inc | 0.38% | Add +24.6% | 34,167 | $1.7M |
| S.A. Mason LLC | 0.92% | Add +1.6% | 33,985 | $1.7M |
| Capital Management Associates, Inc | 0.39% | Add +319.6% | 33,754 | $1.7M |
| Napatree Capital LLC | 0.97% | Add +338.9% | 33,589 | $1.7M |
| Stevens Capital Partners | 0.79% | Add +12.6% | 33,043 | $1.7M |
| Rainier Family Wealth Inc. | 1.96% | Add +19.9% | 32,436 | $1.7M |
| Nicolet Advisory Services, LLC | 0.16% | Reduce -10.3% | 33,498 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +36.9% | 30,054 | $1.5M |
| Meridian Financial Advisors, LLC | 1.07% | Add +3.4% | 29,889 | $1.5M |
| Kelman-Lazarov, Inc. | 0.27% | Reduce -0.6% | 29,509 | $1.5M |
| NorthCrest Asset Manangement, LLC | 0.05% | New | 29,175 | $1.5M |
| FMR LLC | 0.00% | Reduce -9.5% | 28,968 | $1.5M |
| Wealthcare Capital Management LLC | 0.15% | Reduce -9.0% | 28,405 | $1.5M |
| Keystone Wealth Services, LLC | 0.39% | Reduce -1.1% | 27,834 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -9.6% | 27,703 | $1.4M |
| PAX Financial Group, LLC | 0.25% | Add +1.4% | 27,651 | $1.4M |
| Compton Financial Group, LLC | 0.40% | New | 27,360 | $1.4M |
| NewEdge Wealth, LLC | 0.03% | Add +1.5% | 27,226 | $1.4M |
| Municipal Employees' Retirement System of Michigan | 0.02% | No change | 26,947 | $1.4M |
| GTS Securities LLC | 0.06% | New | 26,877 | $1.4M |
| Raleigh Capital Management Inc. | 0.59% | Add +13.9% | 25,373 | $1.3M |
| Trinity Wealth Management, LLC | 0.59% | Add +4.8% | 25,177 | $1.3M |
| Alaska Wealth Advisors, LLC | 0.20% | Reduce -0.9% | 25,040 | $1.3M |
| Gateway Wealth Partners, LLC | 0.29% | Add +90.7% | 24,976 | $1.3M |
| Prairie Sky Financial Group LLC | 0.76% | Reduce -4.9% | 24,967 | $1.3M |
| Tilia Fiduciary Partners, Inc. | 0.85% | Add +8.7% | 24,889 | $1.3M |
| Summit Investment Advisory Services, LLC | 0.62% | Reduce -23.7% | 24,764 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +8.6% | 24,494 | $1.3M |
| Moneco Advisors, LLC | 0.13% | Add +9.0% | 24,382 | $1.2M |
| Callan Capital, LLC | 0.09% | New | 24,063 | $1.2M |
| Balance Wealth Partners LLC | 0.80% | — | 23,963 | $1.2M |
| Financial Advocates Investment Management | 0.09% | Reduce -1.6% | 23,863 | $1.2M |
| Fingerlakes Wealth Management, Inc. | 1.04% | Reduce -2.3% | 23,789 | $1.2M |
| Roundview Capital LLC | 0.09% | Reduce -8.4% | 23,705 | $1.2M |
| UNIVEST FINANCIAL Corp | 0.08% | Add +20.1% | 23,445 | $1.2M |
| Southeast Asset Advisors, LLC | 0.14% | No change | 22,950 | $1.2M |
| Signet Financial Management, LLC | 0.16% | New | 22,870 | $1.2M |
| Watershed Private Wealth LLC | 0.46% | Reduce -4.9% | 22,704 | $1.2M |
| Delta Wealth Advisors LLC | 1.05% | Add +19.1% | 22,543 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -11.0% | 22,497 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.45% | Add +5.0% | 22,454 | $1.1M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 22,375 | $1.1M |
| Kraft, Davis & Associates, LLC | 0.37% | New | 23,554 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +14.3% | 21,543 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -0.1% | 20,714 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Add +2.9% | 20,867 | $1.1M |
| Quadcap Wealth Management, LLC | 0.15% | Reduce -15.9% | 20,815 | $1.1M |
| Financial Enhancement Group LLC | 0.17% | Add +50.1% | 21,969 | $1.1M |
| Wedmont Private Capital | 0.05% | Reduce -2.7% | 22,103 | $1.1M |
| Fiduciary Group, LLC | 0.11% | Add +72.9% | 20,528 | $1.1M |
| BIP Wealth, LLC | 0.07% | Reduce -11.4% | 20,502 | $1.0M |
| Private Trust Co. NA | 0.11% | Reduce -10.7% | 20,476 | $1.0M |
| Citizens Financial Group Inc. | 0.02% | Add +14.9% | 20,296 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +42.2% | 20,259 | $1.0M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -4.0% | 20,118 | $1.0M |
| CFS Investment Advisory Services, LLC | 0.09% | Reduce -1.0% | 20,066 | $1.0M |
| Curbstone Financial Management Corp | 0.22% | Add +1.8% | 20,000 | $1.0M |
| Richardson Financial Services Inc. | 0.77% | Add +9.6% | 19,838 | $1.0M |
| Waddell & Associates, LLC | 0.12% | Add +1.0% | 19,645 | $1.0M |
| Tidemark, LLC | 0.37% | Add +9.8% | 19,629 | $1.0M |
| Apollon Financial, LLC | 0.24% | Add +82.0% | 19,494 | $998K |
| Camelot Portfolios, LLC | 0.61% | New | 19,235 | $984K |
| Cape Cod Five Cents Savings Bank | 0.09% | No change | 17,963 | $982K |
| Lifeworks Advisors, LLC | 0.16% | Reduce -3.6% | 18,947 | $970K |
| Sterling Investment Counsel, LLC | 0.33% | Reduce -1.8% | 18,818 | $963K |
| Armbruster Capital Management, Inc. | 0.19% | Add +5.5% | 18,750 | $960K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -85.8% | 16,446 | $959K |
| Butensky & Cohen Financial Security, Inc. | 0.28% | Add +1.6% | 18,186 | $931K |
| Clear Investment Research, LLC | 1.24% | Add +8.2% | 18,158 | $929K |
| Duncker Streett & Co. Inc. | 0.18% | No change | 18,132 | $928K |
| National Wealth Management Group, LLC | 0.61% | Add +202.7% | 17,993 | $921K |
| Hobbs Group Advisors, LLC | 0.35% | Reduce -0.9% | 17,975 | $920K |
| Barnes Wealth Management Group, Inc | 0.58% | Add +10.1% | 17,699 | $906K |
| Eldridge Investment Advisors, Inc. | 0.21% | Add +14.6% | 17,628 | $902K |
| Comprehensive Money Management Services LLC | 0.73% | Reduce -0.7% | 17,585 | $900K |
| Kavar Capital Partners Group, LLC | 0.15% | Add +0.1% | 17,507 | $896K |
| Total Clarity Wealth Management, Inc. | 0.29% | Reduce -1.0% | 16,233 | $888K |
| VestGen Advisors, LLC | 0.04% | — | 17,339 | $887K |
| CIBC Private Wealth Group LLC | 0.00% | Add +11.6% | 19,621 | $881K |
| Independent Advisor Alliance | 0.03% | Reduce -96.3% | 17,187 | $880K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.1% | 17,164 | $878K |
| Bank of New York Mellon Corp | 0.00% | Add +113.6% | 16,980 | $869K |
| Arkadios Wealth Advisors | 0.03% | Add +52.5% | 16,750 | $857K |
| High Probability Advisors, LLC | 0.14% | Add +12.6% | 16,355 | $837K |
| Orange Investment Advisors, Inc. | 0.10% | Add +14.8% | 16,297 | $834K |
| River Street Advisors LLC | 0.41% | Add +0.5% | 16,046 | $821K |
| Advisory Services Network, LLC | 0.02% | Add +35.7% | 16,041 | $821K |
| Franklin Resources Inc. | 0.00% | Add +198.2% | 16,021 | $820K |
| Second Line Capital, LLC | 0.21% | Reduce -9.1% | 15,832 | $810K |
| Retirement Planning Co of New England, Inc. | 0.40% | Add +1.2% | 15,606 | $799K |
| Gradient Investments LLC | 0.02% | New | 15,552 | $796K |
| Jackson Creek Investment Advisors LLC | 0.25% | Add +1.8% | 15,531 | $795K |
| Denver Wealth Management, Inc. | 0.36% | Reduce -0.2% | 15,454 | $791K |
| Money Concepts Capital Corp. | 0.06% | Add +5.7% | 15,453 | $791K |
| Motco | 0.08% | New | 15,389 | $788K |
| Ethos Financial Group, LLC | 0.08% | No change | 14,361 | $785K |
| Stegent Equity Advisors, Inc. | 0.80% | Reduce -2.9% | 15,330 | $785K |
| BCS Wealth Management | 0.20% | Add +3.9% | 15,308 | $783K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +43.3% | 15,082 | $772K |
| Blueprint Investment Partners LLC | 0.14% | Reduce -55.3% | 15,020 | $769K |
| Axxcess Wealth Management, LLC | 0.02% | Add +7.4% | 14,975 | $766K |
| Fusion Family Wealth, LLC | 0.07% | No change | 14,891 | $762K |
| Financial Management Network Inc. | 0.17% | Reduce -1.0% | 16,501 | $758K |
| Orin Green Financial, LLC | 0.36% | New | 16,112 | $757K |
| Jordan Park Group LLC | 0.05% | No change | 14,692 | $752K |
| Vicus Capital | 0.07% | Add +2.6% | 14,636 | $749K |
| GeoWealth Management, LLC | 0.03% | Reduce -74.8% | 14,508 | $743K |
| Advisory Alpha, LLC | 0.03% | Add +4.9% | 14,476 | $741K |
| Jones Financial Companies LLLP | 0.00% | Add +155.9% | 14,479 | $739K |
| Ironwood Wealth Management, LLC. | 0.22% | Reduce -5.0% | 14,252 | $729K |
| Sage Mountain Advisors LLC | 0.05% | No change | 14,116 | $722K |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.7% | 13,981 | $716K |
| Arkansas Financial Group, Inc. | 0.12% | No change | 15,142 | $713K |
| &partners | 0.01% | New | 13,953 | $712K |
| MGB Wealth Management, LLC | 0.26% | Reduce -2.6% | 13,822 | $707K |
| Aldebaran Financial Inc. | 0.86% | Add +2.3% | 13,805 | $707K |
| Csenge Advisory Group | 0.04% | Add +8.0% | 14,590 | $702K |
| Ascent Group, LLC | 0.03% | Reduce -8.7% | 13,631 | $698K |
| Worth Financial Advisory Group, LLC | 0.44% | Reduce -15.9% | 13,630 | $698K |
| Truist Financial Corp. | 0.00% | Add +31.4% | 13,574 | $695K |
| White Pine Capital LLC | 0.24% | No change | 13,511 | $691K |
| Leslie Global Wealth, LLC | 0.33% | Reduce -66.0% | 13,438 | $688K |
| Graypoint LLC | 0.04% | Add +1.7% | 13,367 | $684K |
| Novus Advisors, LLC | 0.69% | Add +9.1% | 13,362 | $684K |
| Breakwater Capital Group | 0.12% | Add +124.8% | 13,339 | $683K |
| WealthPlan Investment Management, LLC | 0.07% | Reduce -0.7% | 13,242 | $678K |
| Ranch Capital Advisors Inc. | 0.32% | Add +2.5% | 13,232 | $677K |
| Northern Capital Management, Inc. | 0.44% | Add +19.3% | 13,226 | $677K |
| F/m Investments LLC | 0.03% | Reduce -0.9% | 13,143 | $673K |
| Cresset Asset Management, LLC | 0.00% | Reduce -5.0% | 13,095 | $670K |
| Smith, Moore & Co. | 0.06% | No change | 12,966 | $664K |
| Belpointe Asset Management LLC | 0.03% | Add +117.1% | 12,884 | $659K |
| ERn Financial, LLC | 0.10% | Add +2.1% | 12,797 | $655K |
| Grey Ledge Advisors, LLC | 0.17% | Add +0.8% | 12,728 | $651K |
| PFG Advisors | 0.04% | Reduce -1.6% | 12,629 | $646K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +68.1% | 12,480 | $639K |
| BlackRock, Inc. | 0.00% | Add +7.5% | 12,476 | $639K |
| Creative Financial Designs Inc. | 0.05% | Add +23.4% | 12,396 | $634K |
| GPS Wealth Strategies Group, LLC | 0.08% | Reduce -15.6% | 12,235 | $626K |
| Twin Focus Capital Partners, LLC | 0.10% | No change | 12,200 | $624K |
| World Investment Advisors | 0.02% | Add +2.4% | 12,133 | $621K |
| PNC Financial Services Group, Inc. | 0.00% | Add +58.8% | 11,961 | $612K |
| Anfield Capital Management, LLC | 0.22% | Reduce -86.5% | 11,859 | $607K |
| Comerica Bank | 0.00% | Add +71.9% | 11,827 | $605K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.1% | 11,686 | $598K |
| HBK Sorce Advisory LLC | 0.02% | Add +18.6% | 11,650 | $596K |
| Flputnam Investment Management Co. | 0.01% | Reduce -1.9% | 11,496 | $588K |
| Investment Planning Advisors, Inc. | 0.24% | Reduce -83.5% | 11,318 | $579K |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.2% | 11,276 | $577K |
| Clearstead Advisors, LLC | 0.01% | Add +102.2% | 11,260 | $576K |
| Ieq Capital, LLC | 0.00% | Add +10.2% | 11,248 | $576K |
| Medallion Wealth Advisors, LLC | 0.26% | Add +11.2% | 11,113 | $571K |
| Precedent Wealth Partners, LLC | 0.16% | Reduce -52.3% | 11,111 | $569K |
| Drucker Wealth 3.0, LLC | 0.12% | Reduce -16.9% | 10,945 | $560K |
| Global Financial Private Client, LLC | 0.21% | Add +2.3% | 10,765 | $551K |
| Destination Wealth Management | 0.02% | Add +2.0% | 10,736 | $549K |
| Revolve Wealth Partners, LLC | 0.08% | Reduce -1.2% | 10,680 | $547K |
| Courier Capital LLC | 0.04% | Add +37.8% | 10,647 | $545K |
| CW Advisors, LLC | 0.01% | Reduce -0.5% | 10,530 | $539K |
| Tyche Wealth Partners LLC | 0.12% | Reduce -13.5% | 10,522 | $539K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.6% | 10,518 | $538K |
| Compound Planning, Inc. | 0.02% | Add +5.5% | 10,347 | $530K |
| Lutz Financial Services LLC | 0.04% | Reduce -38.4% | 10,337 | $529K |
| Goldstein Advisors, LLC | 0.07% | Reduce -46.0% | 9,930 | $508K |
| Strategic Financial Planning, Inc. | 0.34% | Add +12.3% | 9,697 | $496K |
| Thompson Davis & Co., Inc. | 0.39% | Add +13.5% | 9,650 | $494K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -21.0% | 9,588 | $491K |
| Bank of Montreal | 0.00% | New | 9,488 | $486K |
| Hidden Cove Wealth Management, LLC | 0.38% | No change | 9,403 | $481K |
| Narus Financial Partners, LLC | 0.16% | Add +21.7% | 9,269 | $474K |
| Westover Capital Advisors, LLC | 0.10% | Reduce -0.1% | 9,206 | $471K |
| Old Second National Bank of Aurora | 0.11% | Reduce -0.3% | 9,158 | $469K |
| International Private Wealth Advisors LLC | 0.45% | Add +14.1% | 9,153 | $468K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -12.9% | 9,142 | $468K |
| Outlook Wealth Advisors, LLC | 0.13% | Add +9.6% | 9,037 | $463K |
| Fourth Dimension Wealth, LLC | 0.22% | Add +3.8% | 9,017 | $461K |
| TFG Advisers LLC | 0.17% | Add +2.9% | 8,943 | $458K |
| Bessemer Group Inc. | 0.00% | Reduce -23.7% | 8,864 | $454K |
| Colton Groome Financial Advisors, LLC | 0.17% | Add +37.0% | 9,021 | $451K |
| Falcon Wealth Planning | 0.05% | Add +0.7% | 8,739 | $447K |
| Canvas Wealth Advisors, LLC | 0.11% | Reduce -22.7% | 9,212 | $444K |
| Americana Partners, LLC | 0.02% | No change | 8,631 | $442K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -0.6% | 8,531 | $437K |
| Brighton Jones LLC | 0.01% | Add +29.4% | 8,473 | $434K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.8% | 8,444 | $432K |
| Elios Financial Group Inc. | 0.21% | Reduce -0.4% | 8,330 | $426K |
| MAI Capital Management | 0.00% | Reduce -5.8% | 8,255 | $422K |
| Flagship Private Wealth, LLC | 0.20% | Reduce -15.6% | 8,215 | $420K |
| Magnolia Private Wealth, LLC | 0.35% | No change | 8,196 | $419K |
| WorthPointe, LLC | 0.19% | Add +20.8% | 8,059 | $412K |
| Lockerman Financial Group, Inc. | 0.62% | Add +86.4% | 8,056 | $412K |
| Claro Advisors Inc. | 0.05% | Add +20.2% | 7,981 | $408K |
| Sigma Planning Corp | 0.01% | Reduce -1.1% | 7,974 | $408K |
| Harbor Investment Advisory, LLC | 0.04% | Add +5.0% | 7,920 | $405K |
| Financial Freedom, LLC | 0.23% | Add +0.2% | 7,895 | $404K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 7,870 | $403K |
| Tru Independence Asset Management 2, LLC | 0.30% | New | 7,862 | $402K |
| Valtinson Bruner Financial Planning LLC | 0.13% | Add +2.9% | 7,760 | $397K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +19.5% | 7,724 | $395K |
| Evoke Wealth, LLC | 0.01% | Reduce -3.4% | 7,707 | $394K |
| Sfm, LLC | 0.28% | Reduce -6.5% | 7,540 | $386K |
| Baird Financial Group, Inc. | 0.00% | Add +2.3% | 7,524 | $385K |
| Capstone Wealth Management Group, LLC | 0.22% | Reduce -70.0% | 7,487 | $383K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -7.2% | 7,402 | $379K |
| Independent Wealth Network Inc. | 0.15% | Add +4.0% | 7,349 | $376K |
| Opulen Financial Group LLC | 0.34% | Add +0.3% | 7,329 | $375K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -53.1% | 7,319 | $375K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -5.9% | 7,278 | $372K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | New | 7,275 | $372K |
| SMI Advisory Services, LLC | 0.08% | Reduce -4.3% | 8,089 | $371K |
| Stablepoint Partners, LLC | 0.07% | Reduce -8.7% | 7,253 | $371K |
| Garrett Wealth Advisory Group, LLC | 0.08% | Add +7.8% | 7,120 | $364K |
| Marion Wealth Management | 0.10% | Reduce -23.3% | 7,109 | $364K |
| Sandy Spring Bank | 0.01% | Add +19.3% | 6,993 | $358K |
| Midwest Financial Network, LLC | 0.36% | Add +9.2% | 6,990 | $358K |
| Scarborough Advisors, LLC | 0.05% | Reduce -5.3% | 6,985 | $358K |
| American Money Management, LLC | 0.07% | Reduce -0.3% | 6,916 | $354K |
| Parkside Financial Bank & Trust | 0.04% | Add +0.2% | 6,844 | $350K |
| Simplicity Wealth,LLC | 0.03% | No change | 6,844 | $350K |
| Landmark Wealth Management, LLC | 0.15% | Add +35.5% | 6,733 | $345K |
| Sentinel Pension Advisors, LLC | 0.06% | Add +0.3% | 6,739 | $345K |
| Laraway Financial Advisors Inc | 0.27% | Reduce -0.6% | 6,728 | $344K |
| SageView Advisory Group, LLC | 0.01% | Reduce -4.8% | 6,666 | $341K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 6,566 | $336K |
| Harmony Asset Management LLC | 0.14% | Reduce -6.6% | 6,540 | $335K |
| Investmark Advisory Group LLC | 0.17% | No change | 6,534 | $334K |
| Planning Directions Inc. | 0.14% | New | 6,534 | $334K |
| Sax Wealth Advisors, LLC | 0.02% | Add +2.6% | 6,439 | $330K |
| DAVENPORT & Co LLC | 0.00% | Add +32.6% | 6,431 | $329K |
| Northwest Capital Management Inc | 0.13% | Add +43.1% | 6,381 | $327K |
| Orion Capital Management LLC | 0.13% | Reduce -1.2% | 6,200 | $317K |
| Iams Wealth Management, LLC | 0.15% | Add +6.2% | 6,189 | $317K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +58.2% | 6,156 | $315K |
| Balboa Wealth Partners | 0.08% | Add +15.6% | 6,151 | $315K |
| Hilltop Holdings Inc. | 0.02% | Add +18.5% | 6,127 | $314K |
| Mystic Asset Management, Inc. | 0.08% | Add +22.3% | 6,080 | $311K |
| Wealth Advisors of Tampa Bay, LLC | 0.13% | No change | 6,080 | $311K |
| Beckerman Institutional, LLC | 0.23% | No change | 6,081 | $311K |
| Apella Capital, LLC | 0.01% | Add +0.2% | 6,100 | $299K |
| Legacy Financial Strategies, LLC | 0.07% | Add +8.8% | 5,841 | $299K |
| Diversify Wealth Management, LLC | 0.02% | Add +0.3% | 5,939 | $297K |
| Sovereign Financial Group, Inc. | 0.07% | No change | 5,795 | $297K |
| Estate Counselors, LLC | 0.03% | New | 5,780 | $296K |
| Allied Investment Advisors, LLC | 0.06% | New | 5,714 | $292K |
| Ariadne Wealth Management, LP | 0.15% | No change | 5,655 | $292K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -0.2% | 5,673 | $290K |
| Matauro, LLC | 0.06% | Add +9.9% | 5,598 | $286K |
| GWN Securities Inc. | 0.02% | New | 5,590 | $286K |
| Latitude Advisors, LLC | 0.17% | Add +14.4% | 5,590 | $286K |
| Tme Financial, Inc. | 0.24% | Reduce -84.0% | 5,468 | $280K |
| Sowell Financial Services LLC | 0.01% | New | 5,421 | $277K |
| Renaissance Technologies | 0.00% | Reduce -86.0% | 5,400 | $276K |
| BridgePort Financial Solutions, LLC | 0.12% | Add +0.3% | 5,332 | $273K |
| National Philanthropic Trust | 0.00% | No change | 5,325 | $273K |
| Truepoint, Inc. | 0.01% | Add +1.1% | 5,302 | $271K |
| USAdvisors Wealth Management, LLC | 0.09% | Reduce -34.0% | 5,218 | $267K |
| Ironwood Financial, llc | 0.06% | Add +4.9% | 5,155 | $264K |
| Diligent Investors, LLC | 0.06% | No change | 5,112 | $262K |
| Mgo One Seven LLC | 0.01% | Reduce -4.2% | 5,112 | $262K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 5,100 | $261K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -15.1% | 5,055 | $259K |
| Virtue Capital Management, LLC | 0.03% | New | 5,018 | $257K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.3% | 4,970 | $254K |
| Eclectic Associates Inc. | 0.07% | Add +0.1% | 4,920 | $252K |
| Mattern Wealth Management LLC | 0.06% | No change | 4,906 | $251K |
| WealthPLAN Partners, LLC | 0.04% | Add +0.4% | 4,896 | $251K |
| PCG Wealth Advisors, LLC | 0.09% | No change | 4,839 | $248K |
| MSH Capital Advisors LLC | 0.08% | Reduce -0.0% | 4,809 | $246K |
| Optimist Retirement Group LLC | 0.12% | Add +0.1% | 4,802 | $246K |
| Maple Capital Management, Inc. | 0.02% | New | 4,737 | $242K |
| Leverty Financial Group, LLC | 0.10% | New | 4,733 | $242K |
| Napa Wealth Management | 0.14% | Add +0.2% | 4,687 | $240K |
| Tranquility Partners, LLC | 0.09% | Reduce -5.7% | 4,673 | $239K |
| Continuum Advisory, LLC | 0.03% | Reduce -13.2% | 4,660 | $238K |
| Five Oceans Advisors | 0.11% | Reduce -22.3% | 4,656 | $238K |
| Consolidated Portfolio Review Corp | 0.04% | Reduce -0.1% | 4,515 | $231K |
| Savvy Advisors, Inc. | 0.02% | New | 4,481 | $229K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -97.0% | 4,469 | $229K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -3.1% | 4,431 | $227K |
| Spectrum Planning & Advisory Services Inc. | 0.19% | Add +0.1% | 4,423 | $226K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -4.3% | 4,415 | $226K |
| Roman Butler Fullerton & Co. | 0.09% | Add +2.4% | 4,672 | $225K |
| Ballentine Partners, LLC | 0.00% | No change | 4,247 | $217K |
| Lido Advisors, LLC | 0.00% | New | 4,246 | $217K |
| Ascentis Independent Advisors | 0.04% | Reduce -30.0% | 4,231 | $217K |
| My Personal CFO, LLC | 0.11% | Add +3.1% | 4,228 | $216K |
| Principal Securities, Inc. | 0.00% | No change | 3,940 | $215K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.1% | 4,208 | $215K |
| Convergence Financial, LLC | 0.04% | Reduce -0.7% | 4,201 | $215K |
| Round Rock Advisors LLC | 0.04% | No change | 4,161 | $213K |
| Parallel Advisors, LLC | 0.00% | New | 4,159 | $213K |
| ForthRight Wealth Management, LLC | 0.07% | New | 4,149 | $212K |
| Grey Fox Wealth Advisors, LLC | 0.06% | Add +0.1% | 4,142 | $212K |
| Old Port Advisors | 0.06% | Reduce -1.1% | 4,128 | $211K |
| NorthRock Partners, LLC | 0.01% | Reduce -3.9% | 4,120 | $211K |
| Altrius Capital Management Inc | 0.05% | Reduce -11.7% | 4,110 | $210K |
| Sovran Advisors, LLC | 0.03% | Add +19.1% | 4,366 | $210K |
| Values Added Financial LLC | 0.12% | New | 4,056 | $208K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | New | 4,037 | $207K |
| HB Wealth Management, LLC | 0.00% | Reduce -15.7% | 4,012 | $205K |
| True North Advisors, LLC | 0.04% | No change | 3,999 | $205K |
| Headinvest, LLC | 0.04% | New | 3,995 | $204K |
| Denver PWM, LLC | 0.07% | No change | 3,953 | $202K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +0.3% | 3,946 | $202K |
| Capital CS Group, LLC | 0.34% | New | 3,937 | $201K |
| Procyon Advisors, LLC | 0.01% | Add +5.7% | 3,908 | $200K |
| US Bancorp \de | 0.00% | Add +8.6% | 3,809 | $195K |
| Securian Asset Management, Inc. | 0.01% | Reduce -35.1% | 3,700 | $189K |
| Arlington Trust Co LLC | 0.04% | No change | 3,436 | $176K |
| Lanark Financial, Inc. | 0.01% | — | 3,278 | $167K |
| JDM Financial Group LLC | 0.08% | Reduce -13.5% | 3,245 | $166K |
| Phillips Financial Management, LLC | 0.01% | No change | 3,195 | $164K |
| NFSG Corp | 0.04% | Add +0.3% | 3,149 | $161K |
| Keener Financial Planning LLC | 0.10% | No change | 3,027 | $154K |
| Richard W. Paul & Associates, LLC | 0.06% | Add +6.3% | 2,928 | $150K |
| Spire Wealth Management | 0.00% | Add +32.3% | 2,746 | $141K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +14.1% | 2,695 | $138K |
| Signaturefd, LLC | 0.00% | Reduce -23.0% | 2,656 | $136K |
| Front Row Advisors LLC | 0.05% | No change | 2,491 | $127K |
| Paladin Advisory Group, LLC | 0.10% | Reduce -7.5% | 2,324 | $119K |
| McClarren Financial Advisors, Inc. | 0.08% | Reduce -66.0% | 783 | $118K |
| Collier Financial | 0.10% | Add +1202.9% | 2,215 | $113K |
| MJT & Associates Financial Advisory Group, Inc. | 0.10% | — | 2,013 | $103K |
| Stone House Investment Management, LLC | 0.02% | New | 1,937 | $99K |
| Whittier Trust Co. | 0.00% | No change | 1,851 | $95K |
| Smartleaf Asset Management LLC | 0.01% | Add +46.2% | 1,787 | $91K |
| Graney & King, LLC | 0.06% | Reduce -31.3% | 1,703 | $87K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.7% | 1,630 | $83K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,490 | $76K |
| Synergy Investment Management, LLC | 0.03% | Add +1.7% | 1,466 | $75K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | New | 1,364 | $70K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -12.3% | 1,350 | $69K |
| AlphaCore Capital LLC | 0.01% | New | 1,335 | $68K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +160.0% | 1,300 | $66K |
| Armor Investment Advisors, LLC | 0.03% | No change | 1,240 | $63K |
| WealthShield Partners, LLC | 0.01% | Add +0.3% | 1,234 | $63K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.5% | 1,197 | $61K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,151 | $59K |
| PrairieView Partners, LLC | 0.01% | Reduce -0.6% | 995 | $50K |
| PFG Private Wealth Management, LLC | 0.03% | Add +5.6% | 968 | $50K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.2% | 962 | $49K |
| Cape Investment Advisory, Inc. | 0.02% | Add +908.9% | 908 | $46K |
| Millstone Evans Group, LLC | 0.03% | No change | 900 | $46K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 867 | $44K |
| Ancora Advisors LLC | 0.00% | No change | 806 | $41K |
| POM Investment Strategies, LLC | 0.05% | New | 801 | $41K |
| Hexagon Capital Partners LLC | 0.01% | No change | 776 | $40K |
| Winch Advisory Services, LLC | 0.01% | Add +0.3% | 633 | $32K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 584 | $32K |
| DecisionPoint Financial, LLC | 0.01% | No change | 612 | $31K |
| Ameriflex Group, Inc. | 0.01% | No change | 601 | $31K |
| Transce3nd, LLC | 0.01% | Reduce -69.1% | 596 | $31K |
| Tompkins Financial Corp. | 0.00% | No change | 590 | $30K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 586 | $30K |
| Westside Investment Management, Inc. | 0.01% | Reduce -9.2% | 585 | $30K |
| Sittner & Nelson, LLC | 0.01% | No change | 565 | $29K |
| Trust Co | 0.00% | New | 556 | $28K |
| CENTRAL TRUST Co | 0.00% | No change | 554 | $28K |
| Rothschild Investment LLC | 0.00% | Add +0.4% | 529 | $27K |
| Atlas Capital Advisors Inc. | 0.00% | Add +43.6% | 514 | $26K |
| LRI Investments, LLC | 0.00% | New | 509 | $26K |
| GHP Investment Advisors, Inc. | 0.00% | New | 507 | $26K |
| MorganRosel Wealth Management, LLC | 0.01% | New | 500 | $26K |
| National Bank of Canada | 0.00% | Reduce -8.8% | 500 | $26K |
| Hopwood Financial Services, Inc. | 0.02% | Add +4.0% | 488 | $25K |
| Center for Financial Planning, Inc. | 0.00% | No change | 481 | $25K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 460 | $24K |
| Sunbelt Securities, Inc. | 0.00% | No change | 425 | $22K |
| Curio Wealth, LLC | 0.01% | Reduce -99.5% | 2 | $22K |
| Mattson Financial Services, LLC | 0.01% | New | 412 | $21K |
| Main Street Group, LTD | 0.01% | No change | 345 | $18K |
| Creekmur Asset Management LLC | 0.00% | Reduce -72.0% | 274 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -94.3% | 273 | $14K |
| Maryland Capital Advisors Inc. | 0.01% | Reduce -4.8% | 260 | $13K |
| Beacon Capital Management, LLC | 0.00% | Reduce -8.1% | 238 | $12K |
| Arax Advisory Partners | 0.00% | Add +31.9% | 219 | $11K |
| Oakworth Capital, Inc. | 0.00% | No change | 199 | $10K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 190 | $10K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 181 | $9K |
| Darwin Wealth Management, LLC | 0.00% | No change | 165 | $9K |
| Safe Harbor Fiduciary, LLC | 0.01% | No change | 165 | $8K |
| Coston, McIsaac & Partners | 0.00% | No change | 169 | $8K |
| HFM Investment Advisors, LLC | 0.00% | — | 156 | $8K |
| Bellwether Advisors, LLC | 0.00% | No change | 151 | $8K |
| Lindbrook Capital, LLC | 0.00% | No change | 128 | $7K |
| Tucker Asset Management LLC | 0.00% | Add +9.7% | 125 | $6K |
| Bfsg, LLC | 0.00% | New | 125 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -0.9% | 115 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 112 | $6K |
| REAP Financial Group, LLC | 0.00% | No change | 103 | $5K |
| Hanson & Doremus Investment Management | 0.00% | New | 88 | $5K |
| FAS Wealth Partners, Inc. | 0.00% | Add +13.4% | 93 | $5K |
| Breakwater Investment Management | 0.00% | No change | 90 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 90 | $5K |
| Atlantic Private Wealth, LLC | 0.00% | Add +1.1% | 90 | $5K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 90 | $4K |
| Rossby Financial, LCC | 0.00% | New | 85 | $4K |
| Glenmede Trust Co. NA | 0.00% | Reduce -53.3% | 77 | $4K |
| Asset Dedication, LLC | 0.00% | Reduce -3.8% | 76 | $4K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 70 | $4K |
| Woodside Wealth Management LLC | 0.00% | — | 66 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 63 | $3K |
| Simplex Trading, LLC | 0.00% | Add +13.4% | 76 | $3K |
| Johnson Financial Group, Inc. | 0.00% | No change | 54 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 42 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -8.7% | 42 | $2K |
| Covestor Ltd | 0.00% | Add +8.3% | 39 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 36 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 34 | $2K |
| Mather Group, Llc. | 0.00% | New | 33 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -78.8% | 32 | $2K |
| Citigroup Inc. | 0.00% | Add +650.0% | 30 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 27 | $1K |
| Sachetta, LLC | 0.00% | Reduce -22.9% | 27 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 24 | $1K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 23 | $1K |
| Fortis Group Advisors, LLC | 0.00% | New | 20 | $1K |
| Realta Investment Advisors | 0.00% | Reduce -71.0% | 18 | $921 |
| Cheviot Value Management, LLC | 0.00% | New | 15 | $770 |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 14 | $717 |
| NewSquare Capital LLC | 0.00% | Reduce -87.5% | 10 | $512 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -99.6% | 6 | $307 |
| Capital A Wealth Management, LLC | 0.00% | Reduce -63.6% | 4 | $205 |
| Tortoise Investment Management, LLC | 0.00% | No change | 4 | $205 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $51 |
| Fairway Wealth LLC | 0.00% | New | 1 | $51 |
| Marshall Investment Management, LLC | 0.00% | New | 1 | $51 |
| Evolution Advisers, Inc. | 0.00% | No change | 15 | $0 |
"% of holder's portfolio" is SPMD's weight in each manager's 13F, not the share of SS SPDR P S&P 400 Midcap ETF the manager owns.