SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q2 2025 (June 30)724holders +46
87new positions
48sold out
4famous investors
$54.40avg. 13F price*
At the end of Q2 2025, 724 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings, up 46 from Q1 2025. 87 opened new positions and 48 sold out. The largest holders were Creative Planning ($4.5B), Betterment LLC ($1.0B) and LPL Financial LLC ($688.9M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR P S&P 400 Midcap ETF
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $159.5M |
| Exits | 48 | $136.9M |
All 13F filers, Q1 2025 → Q2 2025: 16,798,149 shares bought and 11,512,502 shares sold, net +5,285,647 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 724 holders
| Creative Planning | 3.86% | Add +3.6% | 83,062,157 | $4.5B |
| Betterment LLC | 2.22% | Add +7.1% | 19,155,647 | $1.0B |
| LPL Financial LLC | 0.23% | Reduce -3.3% | 12,667,377 | $688.9M |
| Valmark Advisers, Inc. | 5.04% | Add +4.3% | 6,643,917 | $361.3M |
| Cwm, LLC | 0.90% | Reduce -28.7% | 4,694,872 | $255.3M |
| AlTi Global, Inc. | 5.05% | Reduce -30.6% | 3,702,113 | $201.3M |
| HighTower Advisors, LLC | 0.22% | Add +8.2% | 3,206,368 | $174.4M |
| Texas Permanent School Fund Corp. | 5.45% | Add +0.3% | 2,982,043 | $162.2M |
| Morgan Stanley | 0.01% | Add +13.2% | 2,978,616 | $162.0M |
| Hancock Prospecting Pty Ltd | 4.97% | No change | 2,875,190 | $156.4M |
| Facet Wealth, Inc. | 3.42% | Add +10.4% | 2,726,120 | $150.6M |
| Envestnet Asset Management Inc. | 0.04% | Add +25.9% | 2,698,043 | $146.7M |
| Bank of America Corp. | 0.01% | Reduce -0.5% | 1,871,221 | $101.8M |
| Exchange Traded Concepts, LLC | 1.20% | New | 1,731,058 | $94.1M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +25.6% | 1,549,804 | $84.3M |
| Osaic Holdings, Inc. | 0.14% | Add +1.9% | 1,443,554 | $78.3M |
| UBS Group AG | 0.02% | Add +32.0% | 1,434,897 | $78.0M |
| Atlas Private Wealth Advisors | 9.96% | Reduce -3.0% | 1,423,120 | $77.4M |
| Hills Bank & Trust Co | 4.10% | Add +96.5% | 1,195,251 | $65.0M |
| First Command Advisory Services, Inc. | 0.53% | Add +19.4% | 1,139,430 | $62.0M |
| Cornerstone Wealth Management, LLC | 3.54% | Add +3.3% | 1,072,776 | $58.3M |
| Auto-Owners Insurance Co | 1.26% | Add +248.7% | 1,040,000 | $56.6M |
| Wealthcare Advisory Partners LLC | 1.28% | Add +10.1% | 1,031,994 | $56.1M |
| Farther Finance Advisors, LLC | 1.06% | Add +130.9% | 971,121 | $52.8M |
| Mason Street Advisors, LLC | 5.90% | No change | 927,600 | $50.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -37.1% | 903,143 | $49.1M |
| Private Advisor Group, LLC | 0.26% | Reduce -23.4% | 896,715 | $48.8M |
| Koss-Olinger Consulting, LLC | 3.90% | Add +0.8% | 874,665 | $47.6M |
| HHM Wealth Advisors, LLC | 5.56% | Add +6.0% | 860,852 | $46.8M |
| JNBA Financial Advisors | 4.33% | Reduce -0.7% | 827,232 | $45.0M |
| United Capital Financial Advisors, LLC | 0.36% | Add +111.1% | 816,324 | $44.4M |
| Good Life Advisors, LLC | 2.76% | Add +9.5% | 810,600 | $44.1M |
| Royal Bank of Canada | 0.01% | Add +3.9% | 759,881 | $41.3M |
| AlphaStar Capital Management, LLC | 2.76% | Reduce -4.1% | 720,474 | $39.2M |
| Peterson Wealth Advisors, LLC | 6.25% | Add +1.5% | 696,729 | $37.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -19.7% | 673,664 | $37.7M |
| Blair William & Co. | 0.10% | Reduce -1.4% | 681,911 | $37.1M |
| Waller Financial Planning Group, Inc. | 8.78% | Add +18.6% | 668,292 | $36.3M |
| Great Valley Advisor Group, Inc. | 0.77% | Reduce -0.1% | 638,392 | $34.7M |
| Wells Fargo & Company | 0.01% | Reduce -2.4% | 637,637 | $34.7M |
| Thrivent Financial for Lutherans | 0.08% | Add +3714.4% | 627,323 | $34.1M |
| 1900 Wealth Management LLC | 2.58% | Add +10.6% | 626,762 | $34.1M |
| Retirement Income Solutions, Inc. | 6.03% | Add +60.4% | 603,915 | $32.8M |
| RFG Advisory, LLC | 0.74% | Reduce -69.7% | 576,157 | $31.3M |
| Bokf, NA | 0.50% | Add +368.4% | 564,777 | $30.7M |
| RKL Wealth Management LLC | 2.65% | Add +15.3% | 554,543 | $30.2M |
| Equitable Holdings, Inc. | 0.23% | Add +7.1% | 515,423 | $28.0M |
| Ameriprise Financial Inc. | 0.01% | Add +4.8% | 509,894 | $27.7M |
| Impact Partnership Wealth, LLC | 4.92% | Add +8.9% | 490,448 | $26.7M |
| Global Retirement Partners, LLC | 0.64% | — | 474,386 | $25.8M |
| MML Investors Services, LLC | 0.07% | Add +11.2% | 460,627 | $25.0M |
| Savant Capital, LLC | 0.18% | Reduce -25.4% | 459,558 | $25.0M |
| Assetmark, Inc. | 0.06% | Add +0.4% | 442,486 | $24.1M |
| OneAscent Financial Services LLC | 1.71% | Add +1.8% | 434,356 | $23.9M |
| Cahaba Wealth Management, Inc. | 1.83% | Add +34.3% | 433,645 | $23.6M |
| Corient Private Wealth LP | 0.03% | Add +8.9% | 423,452 | $23.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.88% | Add +5.5% | 420,465 | $22.9M |
| Crews Bank & Trust | 3.42% | Add +5.0% | 399,113 | $21.7M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +7.9% | 398,243 | $21.7M |
| St Germain D J Co. Inc. | 0.93% | Add +12.1% | 396,454 | $21.6M |
| Financial Strategies Group, Inc. | 4.46% | Add +4.4% | 384,152 | $21.4M |
| Reston Wealth Management LLC | 7.20% | Add +5.6% | 377,916 | $20.6M |
| First National Trust Co | 0.74% | Reduce -1.2% | 364,101 | $19.8M |
| Waverly Advisors, LLC | 0.21% | Add +5.1% | 354,542 | $19.3M |
| Dakota Wealth Management | 0.40% | Add +53.1% | 347,726 | $18.9M |
| Summit Trail Advisors, LLC | 0.29% | Reduce -7.5% | 309,465 | $16.8M |
| Mariner, LLC | 0.02% | Add +9.8% | 305,646 | $16.6M |
| Penserra Capital Management LLC | 0.23% | Add +2.6% | 301,825 | $16.4M |
| Ellenbecker Investment Group | 2.59% | Add +23.7% | 294,863 | $16.0M |
| Cetera Investment Advisers | 0.03% | Add +5.3% | 289,056 | $15.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +10.4% | 285,956 | $15.6M |
| Financial Gravity Companies, Inc. | 3.03% | — | 283,724 | $15.4M |
| Shepherd Financial Partners LLC | 1.62% | Add +2.4% | 281,857 | $15.3M |
| Geneos Wealth Management Inc. | 0.37% | Add +8.1% | 280,444 | $15.3M |
| New Perspectives, Inc | 7.33% | Add +1.1% | 272,527 | $14.8M |
| Evermay Wealth Management LLC | 1.80% | Add +12.8% | 269,232 | $14.6M |
| North Star Asset Management Inc. | 0.61% | Reduce -16.5% | 264,422 | $14.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -15.2% | 260,228 | $14.2M |
| Coldstream Capital Management Inc. | 0.23% | Add +2118.3% | 259,226 | $14.1M |
| Allworth Financial LP | 0.06% | Add +8.9% | 233,079 | $12.7M |
| Citizens & Northern Corp. | 3.38% | Reduce -20.3% | 232,206 | $12.6M |
| Alta Wealth Advisors LLC | 5.95% | Add +6.7% | 231,724 | $12.6M |
| Cascade Financial Partners, LLC | 1.48% | Add +11.4% | 226,236 | $12.3M |
| Fifth Third Bancorp | 0.04% | Reduce -42.0% | 224,694 | $12.2M |
| Montz Harcus Wealth Management LLC | 5.88% | Add +4.6% | 224,188 | $12.2M |
| Avior Wealth Management, LLC | 0.42% | Add +4.5% | 222,675 | $12.1M |
| Exchange Capital Management, Inc. | 1.81% | Add +8.1% | 222,550 | $12.1M |
| Advance Capital Management, Inc. | 0.54% | Add +0.3% | 217,114 | $11.8M |
| Wrapmanager Inc. | 2.85% | Add +10.9% | 215,375 | $11.7M |
| WBH Advisory Inc. | 0.96% | Reduce -1.2% | 207,691 | $11.3M |
| Moneta Group Investment Advisors LLC | 0.13% | Reduce -0.9% | 206,025 | $11.2M |
| IAG Wealth Partners, LLC | 1.48% | Add +4.3% | 205,089 | $11.2M |
| Oarsman Capital, Inc. | 1.74% | Add +36.4% | 204,449 | $11.1M |
| Higgins & Schmidt Wealth Strategies LLC | 6.13% | Reduce -0.4% | 203,681 | $11.1M |
| Gladstone Institutional Advisory LLC | 0.45% | Add +3.9% | 202,056 | $11.0M |
| Bensler, LLC | 1.22% | Add +6.2% | 200,770 | $10.9M |
| Park Avenue Securities LLC | 0.10% | Add +2.5% | 194,442 | $10.6M |
| PSI Advisors, LLC | 5.24% | Add +0.8% | 193,557 | $10.5M |
| Marathon Strategic Advisors, LLC | 9.78% | Add +20.2% | 193,545 | $10.5M |
| Western Wealth Management, LLC | 0.62% | Add +0.0% | 191,124 | $10.4M |
| Northern Trust Corp. | 0.00% | Add +71.1% | 186,408 | $10.1M |
| Wealth Management Resources, Inc. | 3.45% | Add +11.3% | 185,758 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +15.2% | 182,055 | $9.9M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +4.1% | 181,130 | $9.8M |
| Lumbard & Kellner, LLC | 4.26% | Add +1.3% | 179,723 | $9.8M |
| NewEdge Advisors, LLC | 0.05% | Reduce -4.0% | 178,537 | $9.7M |
| TPG Financial Advisors, LLC | 3.88% | Reduce -5.7% | 178,508 | $9.7M |
| Windsor Capital Management, LLC | 2.80% | Add +0.4% | 176,356 | $9.6M |
| Octavia Wealth Advisors, LLC | 1.07% | Add +1.0% | 173,720 | $9.4M |
| Sanctuary Advisors, LLC | 0.06% | Add +20.3% | 172,915 | $9.4M |
| Collaborative Wealth Managment Inc. | 4.06% | Add +0.9% | 171,330 | $9.3M |
| Louisiana State Employees Retirement System | 0.17% | Reduce -13.7% | 169,200 | $9.2M |
| Wealthspire Advisors, LLC | 0.05% | Add +2.6% | 168,018 | $9.1M |
| CGN Advisors LLC | 0.79% | Add +2.7% | 162,489 | $8.8M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.3% | 160,056 | $8.7M |
| Zhang Financial LLC | 0.38% | Add +7.4% | 153,067 | $8.3M |
| Pecaut & Co. | 2.75% | Reduce -1.0% | 152,256 | $8.3M |
| Truist Financial Corp. | 0.01% | Add +1016.6% | 151,567 | $8.2M |
| Austin Private Wealth, LLC | 0.65% | Add +72.8% | 150,610 | $8.2M |
| M Holdings Securities, Inc. | 1.38% | Add +3.0% | 148,142 | $8.1M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -19.8% | 148,130 | $8.1M |
| Warren Street Wealth Advisors, LLC | 2.63% | Add +9.8% | 145,668 | $7.9M |
| FF Advisors,LLC | 4.09% | Add +1.4% | 144,930 | $7.9M |
| AQR Capital Management | 0.01% | Add +185.7% | 144,138 | $7.8M |
| JPMorgan Chase & Co. | 0.00% | Add +16.7% | 142,911 | $7.8M |
| Millington Financial Advisors, LLC | 3.92% | Add +11.5% | 137,303 | $7.8M |
| Integrated Wealth Concepts LLC | 0.08% | Add +16.4% | 138,757 | $7.5M |
| Carnegie Investment Counsel | 0.15% | Add +2.5% | 136,985 | $7.4M |
| Berkeley Capital Partners, LLC | 1.86% | Add +2.2% | 134,797 | $7.3M |
| Private Wealth Group, LLC | 3.88% | Reduce -15.3% | 134,270 | $7.3M |
| Cerity Partners LLC | 0.01% | Add +54.1% | 128,408 | $7.0M |
| AF Advisors, Inc. | 2.40% | New | 128,000 | $7.0M |
| Modera Wealth Management, LLC | 0.08% | Reduce -2.3% | 125,205 | $6.8M |
| IHT Wealth Management, LLC | 0.19% | Reduce -3.0% | 124,052 | $6.7M |
| Abound Financial, LLC | 2.97% | Add +2.5% | 123,943 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.4% | 122,270 | $6.6M |
| Syntegra Private Wealth Group, LLC | 0.67% | Reduce -40.4% | 121,008 | $6.6M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -0.2% | 119,679 | $6.5M |
| Nottingham Advisors, Inc. | 0.95% | Add +17.2% | 117,238 | $6.4M |
| Chicago Partners Investment Group LLC | 0.18% | Add +3.6% | 110,268 | $6.2M |
| Independent Financial Group, LLC | 0.17% | Reduce -2.9% | 110,857 | $6.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +17.6% | 109,700 | $6.0M |
| Resonant Capital Advisors, LLC | 0.38% | Add +25.2% | 109,559 | $6.0M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -7.7% | 109,075 | $5.9M |
| KWB Wealth | 0.72% | Reduce -20.2% | 115,002 | $5.9M |
| Debussy Capital Management LP | 0.88% | Reduce -2.2% | 107,729 | $5.9M |
| Focus Partners Wealth | 0.01% | Reduce -0.7% | 106,495 | $5.8M |
| Arq Wealth Advisors, LLC | 1.96% | No change | 111,567 | $5.7M |
| MJP Associates Inc. | 0.82% | Reduce -13.7% | 102,248 | $5.6M |
| Stewardship Advisors, LLC | 1.41% | Add +0.9% | 102,149 | $5.6M |
| BOK Financial Private Wealth, Inc. | 0.37% | New | 101,417 | $5.5M |
| Advisor OS, LLC | 0.54% | Reduce -15.6% | 99,977 | $5.4M |
| Symphony Financial, Ltd. Co. | 0.70% | New | 96,144 | $5.3M |
| Perennial Investment Advisors, LLC | 0.50% | Reduce -2.9% | 94,616 | $5.1M |
| Tennessee Valley Asset Management Partners | 1.30% | Add +5.6% | 93,944 | $5.1M |
| Flow Traders U.S. LLC | 0.19% | New | 93,047 | $5.1M |
| Bill Few Associates, Inc. | 1.42% | Add +53.1% | 92,346 | $5.0M |
| Omnitrust Wealth Management, Inc | 5.80% | — | 72,842 | $4.9M |
| Measured Wealth Private Client Group, LLC | 1.46% | Reduce -13.8% | 89,928 | $4.9M |
| CVFG LLC | 3.77% | Add +10.1% | 87,316 | $4.7M |
| Founders Financial Alliance, LLC | 1.07% | Add +2.8% | 86,906 | $4.7M |
| Hibernia Wealth Partners, LLC | 1.71% | Add +100.0% | 86,151 | $4.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +249.5% | 85,611 | $4.7M |
| Evergreen Capital Management LLC | 0.14% | Add +0.4% | 85,221 | $4.6M |
| IFG Advisory, LLC | 0.23% | Reduce -3.3% | 84,694 | $4.6M |
| Ausdal Financial Partners, Inc. | 0.31% | Add +15.0% | 84,405 | $4.6M |
| Foronjy Financial LLC | 2.11% | — | 83,051 | $4.5M |
| XY Planning Network, Inc. | 1.53% | Add +97.3% | 82,593 | $4.5M |
| Stifel Financial Corp. | 0.00% | Add +22.8% | 78,049 | $4.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.27% | New | 77,008 | $4.2M |
| Register Financial Advisors LLC | 1.82% | Add +6.5% | 76,520 | $4.2M |
| Vista Investment Management | 1.54% | Add +2.6% | 76,085 | $4.1M |
| GeoWealth Management, LLC | 0.16% | Add +418.2% | 75,179 | $4.1M |
| Truefg, LLC | 1.21% | Add +4.1% | 75,165 | $4.1M |
| Tudor Investment Corporation | 0.03% | Add +53.4% | 74,559 | $4.1M |
| G&S Capital LLC | 1.60% | Add +0.3% | 74,030 | $4.0M |
| POM Investment Strategies, LLC | 2.87% | Add +9123.2% | 73,878 | $4.0M |
| CarsonAllaria Wealth Management, Ltd. | 2.15% | Add +20.2% | 73,592 | $4.0M |
| Pure Financial Advisors, LLC | 0.07% | Add +3.5% | 72,779 | $4.0M |
| Wealth Advisory Solutions, LLC | 0.99% | Add +6.0% | 71,804 | $3.9M |
| Sharkey, Howes & Javer | 0.52% | Add +13.8% | 71,315 | $3.9M |
| ArborFi Advisors, LLC | 3.30% | Reduce -4.7% | 68,872 | $3.7M |
| Flagship Harbor Advisors, LLC | 0.18% | Reduce -6.4% | 68,804 | $3.7M |
| Mayflower Financial Advisors, LLC | 0.51% | New | 67,752 | $3.7M |
| Compass Wealth Management LLC | 0.86% | Add +7.6% | 66,357 | $3.6M |
| Jacksonville Wealth Management, LLC | 2.89% | Add +9.6% | 66,192 | $3.6M |
| Manhattan West Asset Management, LLC | 0.82% | Add +8.8% | 65,341 | $3.6M |
| Simplicity Wealth,LLC | 0.15% | Add +854.4% | 65,322 | $3.6M |
| IFP Advisors, Inc | 0.10% | Add +5.4% | 63,887 | $3.5M |
| SOL Capital Management CO | 0.33% | Reduce -2.4% | 62,710 | $3.4M |
| Kagan Cocozza Asset Management | 2.61% | Reduce -0.1% | 62,605 | $3.4M |
| Golden State Wealth Management, LLC | 0.41% | Reduce -9.3% | 62,306 | $3.4M |
| Lynx Investment Advisory | 2.20% | Reduce -0.4% | 61,986 | $3.4M |
| Aspetuck Financial Management LLC | 2.54% | Reduce -0.1% | 61,970 | $3.4M |
| Chemung Canal Trust Co. | 0.70% | No change | 60,994 | $3.3M |
| Aptus Capital Advisors, LLC | 0.03% | Add +39.0% | 60,794 | $3.3M |
| Signal Advisors Wealth, LLC | 0.26% | Add +53.6% | 60,422 | $3.3M |
| Luminist Capital LLC | 3.20% | New | 58,553 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +28.4% | 57,430 | $3.1M |
| AE Wealth Management LLC | 0.02% | Add +11.0% | 57,145 | $3.1M |
| Landmark Wealth Management, Inc. | 1.32% | Add +6.0% | 56,576 | $3.1M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +151.8% | 56,344 | $3.1M |
| Retirement Planning Group, LLC | 0.13% | Reduce -13.4% | 55,526 | $3.0M |
| First International Bank & Trust | 1.03% | Reduce -31.6% | 54,693 | $3.0M |
| NorthCrest Asset Manangement, LLC | 0.08% | Add +81.3% | 52,894 | $3.0M |
| Atria Investments, Inc | 0.03% | Add +36.4% | 53,823 | $2.9M |
| Aspire Private Capital, LLC | 0.68% | Reduce -1.6% | 53,796 | $2.9M |
| Tradewinds Capital Management, LLC | 0.73% | Add +23.2% | 53,641 | $2.9M |
| Jump Financial, LLC | 0.04% | New | 53,598 | $2.9M |
| United Asset Strategies, Inc. | 0.25% | Reduce -10.1% | 53,062 | $2.9M |
| Wealthquest Corp | 0.23% | Reduce -28.8% | 52,507 | $2.9M |
| Quantinno Capital Management LP | 0.01% | Reduce -9.6% | 52,134 | $2.8M |
| Pinnacle Family Advisors, LLC | 1.37% | New | 51,801 | $2.8M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -24.0% | 51,634 | $2.8M |
| NovaPoint Capital, LLC | 0.86% | Reduce -4.1% | 51,601 | $2.8M |
| Jacobi Capital Management LLC | 0.19% | Add +20.2% | 51,363 | $2.8M |
| Destiny Capital Corp | 1.65% | Add +2.0% | 50,227 | $2.7M |
| Tandem Investment Partners LLC | 2.34% | Add +6.7% | 49,315 | $2.7M |
| Range Financial Group LLC | 1.05% | Reduce -4.1% | 49,308 | $2.7M |
| &partners | 0.02% | Add +248.6% | 48,642 | $2.6M |
| Naples Global Advisors, LLC | 0.23% | Add +7.5% | 48,524 | $2.6M |
| Madison Asset Management, LLC | 0.03% | No change | 48,524 | $2.6M |
| Farrow Financial, Inc. | 1.59% | Add +0.6% | 48,326 | $2.6M |
| Centaurus Financial, Inc. | 0.15% | Add +2.3% | 47,759 | $2.6M |
| Power Wealth Management LLC | 0.99% | Add +4.6% | 47,551 | $2.6M |
| Walkner Condon Financial Advisors LLC | 0.47% | Reduce -8.8% | 47,425 | $2.6M |
| Post Resch Tallon Group Inc. | 2.49% | Add +0.4% | 47,237 | $2.6M |
| Glen Eagle Advisors, LLC | 0.39% | Add +4.4% | 47,151 | $2.6M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +6.0% | 46,596 | $2.5M |
| Capital Investment Advisory Services, LLC | 0.21% | Reduce -66.7% | 46,569 | $2.5M |
| Harbour Investments, Inc. | 0.06% | Add +3.5% | 45,705 | $2.5M |
| Towercrest Capital Management | 0.44% | Add +5.5% | 45,211 | $2.5M |
| Kohmann Bosshard Financial Services, LLC | 0.27% | Reduce -1.8% | 44,891 | $2.4M |
| AdvisorNet Financial, Inc | 0.16% | Add +3.5% | 44,873 | $2.4M |
| Addison Capital Co | 0.85% | Add +13.6% | 44,833 | $2.4M |
| Charles Schwab Trust Co | 0.18% | No change | 43,854 | $2.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.28% | Reduce -3.1% | 41,395 | $2.3M |
| 21 West Wealth Management LLC | 2.27% | — | 41,378 | $2.3M |
| Wealthcare Capital Partners, LLC | 1.13% | Add +4.9% | 41,267 | $2.2M |
| Sterling Investment Advisors, Ltd. | 0.48% | Add +3.3% | 40,306 | $2.2M |
| Trilogy Capital Inc. | 0.11% | Reduce -71.6% | 40,159 | $2.2M |
| Cary Street Partners Financial LLC | 0.06% | Reduce -80.7% | 40,046 | $2.2M |
| Larson Financial Group LLC | 0.09% | Add +9.1% | 39,175 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Add +125.3% | 38,248 | $2.1M |
| Capital Analysts, LLC | 0.07% | Reduce -1.6% | 37,811 | $2.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -2.7% | 37,460 | $2.0M |
| Semitam Bonam LLC | 1.90% | — | 37,168 | $2.0M |
| Crescent Grove Advisors, LLC | 0.20% | Add +1.3% | 37,099 | $2.0M |
| Cavalier Investments, LLC | 0.61% | Reduce -11.2% | 36,840 | $2.0M |
| Alliance Wealth Management Group | 0.51% | Add +4.6% | 36,571 | $2.0M |
| Mma Asset Management LLC | 0.74% | Reduce -2.2% | 35,393 | $1.9M |
| Bradley Foster & Sargent Inc. | 0.03% | New | 35,345 | $1.9M |
| ORBA Wealth Advisors, L.L.C. | 1.74% | Reduce -59.6% | 35,142 | $1.9M |
| TKG Advisors, LLC | 0.86% | Add +2.6% | 35,126 | $1.9M |
| Gradient Investments LLC | 0.03% | Add +125.2% | 35,024 | $1.9M |
| S.A. Mason LLC | 0.91% | Add +1.5% | 34,488 | $1.9M |
| Stevens Capital Partners | 0.64% | Reduce -1.4% | 32,591 | $1.8M |
| Captrust Financial Advisors | 0.00% | Reduce -21.8% | 32,896 | $1.8M |
| Moneco Advisors, LLC | 0.16% | Add +32.8% | 32,383 | $1.8M |
| JSF Financial, LLC | 0.42% | Reduce -9.9% | 32,335 | $1.8M |
| FMR LLC | 0.00% | Add +11.3% | 32,227 | $1.8M |
| Financial Enhancement Group LLC | 0.25% | Add +42.0% | 31,205 | $1.7M |
| SIMA Wealth Partners, LLC | 1.37% | Reduce -24.3% | 31,174 | $1.7M |
| Nicolet Advisory Services, LLC | 0.14% | Reduce -7.1% | 31,129 | $1.7M |
| Meridian Financial Advisors, LLC | 1.09% | Add +3.4% | 30,901 | $1.7M |
| Gateway Wealth Partners, LLC | 0.31% | Add +19.2% | 29,781 | $1.6M |
| Signet Financial Management, LLC | 0.20% | Add +29.7% | 29,663 | $1.6M |
| Brio Consultants, LLC | 0.24% | Reduce -40.1% | 29,630 | $1.6M |
| Fiduciary Group, LLC | 0.15% | Add +43.6% | 29,485 | $1.6M |
| Kelman-Lazarov, Inc. | 0.26% | Reduce -0.3% | 29,407 | $1.6M |
| HM Payson & Co. | 0.03% | Reduce -73.3% | 29,207 | $1.6M |
| Kingsview Wealth Management, LLC | 0.03% | Add +3.0% | 28,538 | $1.6M |
| Key Financial Inc | 0.31% | Reduce -16.8% | 28,431 | $1.5M |
| Keystone Wealth Services, LLC | 0.36% | Reduce -0.1% | 27,809 | $1.5M |
| Alaska Wealth Advisors, LLC | 0.21% | Add +8.2% | 27,104 | $1.5M |
| Compton Financial Group, LLC | 0.38% | Reduce -1.0% | 27,077 | $1.5M |
| Strategic Financial Concepts, LLC | 0.21% | Reduce -47.6% | 27,077 | $1.5M |
| NewEdge Wealth, LLC | 0.02% | Reduce -1.5% | 26,821 | $1.5M |
| Municipal Employees' Retirement System of Michigan | 0.02% | No change | 26,947 | $1.5M |
| Financial Advocates Investment Management | 0.12% | Add +12.5% | 26,841 | $1.5M |
| Summit Investment Advisory Services, LLC | 0.63% | Add +7.1% | 26,518 | $1.4M |
| Tilia Fiduciary Partners, Inc. | 0.88% | Add +6.4% | 26,488 | $1.4M |
| Wealthcare Capital Management LLC | 0.15% | Reduce -7.2% | 26,370 | $1.4M |
| Rainier Family Wealth Inc. | 1.43% | Reduce -18.9% | 26,323 | $1.4M |
| UNIVEST FINANCIAL Corp | 0.09% | Add +11.6% | 26,160 | $1.4M |
| Raleigh Capital Management Inc. | 0.59% | Add +2.6% | 26,036 | $1.4M |
| Modern Wealth Management, LLC | 0.03% | New | 25,961 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +22873.2% | 25,730 | $1.4M |
| Renaissance Technologies | 0.00% | Add +374.1% | 25,600 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 25,213 | $1.4M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -28.4% | 25,140 | $1.4M |
| Kraft, Davis & Associates, LLC | 0.37% | Add +3.0% | 24,264 | $1.4M |
| PAX Financial Group, LLC | 0.25% | Reduce -11.4% | 24,509 | $1.3M |
| Prairie Sky Financial Group LLC | 0.72% | Reduce -3.5% | 24,097 | $1.3M |
| CoreCap Advisors, LLC | 0.05% | Add +13.7% | 23,732 | $1.3M |
| Fingerlakes Wealth Management, Inc. | 0.95% | Reduce -1.3% | 23,473 | $1.3M |
| AlphaCore Capital LLC | 0.05% | Add +1653.9% | 23,414 | $1.3M |
| Orange Investment Advisors, Inc. | 0.14% | Add +43.6% | 23,400 | $1.3M |
| Citizens Financial Group Inc. | 0.02% | Add +13.1% | 22,951 | $1.2M |
| Balance Wealth Partners LLC | 0.73% | Reduce -4.2% | 22,947 | $1.2M |
| Sollinda Capital Management LLC | 0.32% | Reduce -91.5% | 22,707 | $1.2M |
| Wedmont Private Capital | 0.05% | No change | 22,103 | $1.2M |
| Delta Wealth Advisors LLC | 1.03% | Add +0.2% | 22,584 | $1.2M |
| CFS Investment Advisory Services, LLC | 0.10% | Add +12.5% | 22,581 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.44% | Add +0.5% | 22,562 | $1.2M |
| Roundview Capital LLC | 0.08% | Reduce -5.8% | 22,338 | $1.2M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +47.6% | 22,263 | $1.2M |
| Total Clarity Wealth Management, Inc. | 0.34% | Add +35.8% | 22,036 | $1.2M |
| WCG Wealth Advisors LLC | 0.08% | New | 21,836 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +50.1% | 21,734 | $1.2M |
| Curbstone Financial Management Corp | 0.24% | Add +8.5% | 21,700 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -8.3% | 20,631 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 20,287 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.23% | Add +14.5% | 20,181 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -0.1% | 20,092 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.4% | 19,944 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Add +134.8% | 19,826 | $1.1M |
| Richardson Financial Services Inc. | 0.72% | Reduce -1.3% | 19,582 | $1.1M |
| BIP Wealth, LLC | 0.07% | Reduce -4.0% | 19,682 | $1.1M |
| Independent Advisor Alliance | 0.03% | Add +14.2% | 19,627 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | No change | 19,621 | $1.1M |
| Waddell & Associates, LLC | 0.11% | Reduce -0.7% | 19,506 | $1.1M |
| Quadcap Wealth Management, LLC | 0.13% | Reduce -6.4% | 19,482 | $1.1M |
| Apollon Financial, LLC | 0.22% | Reduce -0.2% | 19,454 | $1.1M |
| Private Trust Co. NA | 0.10% | Reduce -5.2% | 19,410 | $1.1M |
| Sterling Investment Counsel, LLC | 0.61% | Add +2.1% | 19,219 | $1.0M |
| Butensky & Cohen Financial Security, Inc. | 0.31% | Add +4.6% | 19,027 | $1.0M |
| Lifeworks Advisors, LLC | 0.15% | Reduce -2.3% | 18,520 | $1.0M |
| Clear Investment Research, LLC | 1.26% | Add +1.3% | 18,401 | $1.0M |
| National Wealth Management Group, LLC | 0.56% | Add +1.6% | 18,278 | $994K |
| Christopher J. Hasenberg, Inc | 0.37% | Add +50422.2% | 18,188 | $989K |
| Cape Cod Five Cents Savings Bank | 0.09% | No change | 17,963 | $982K |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -12.9% | 18,050 | $982K |
| Axxcess Wealth Management, LLC | 0.02% | Add +20.1% | 17,990 | $978K |
| Hobbs Group Advisors, LLC | 0.33% | Reduce -0.4% | 17,904 | $974K |
| Comprehensive Money Management Services LLC | 0.74% | Add +1.7% | 17,880 | $972K |
| Evernest Financial Advisors, LLC | 0.31% | New | 17,846 | $970K |
| Kavar Capital Partners Group, LLC | 0.14% | No change | 17,507 | $952K |
| Arkadios Wealth Advisors | 0.03% | Add +3.2% | 17,289 | $940K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.4% | 17,236 | $937K |
| Money Concepts Capital Corp. | 0.06% | Add +11.3% | 17,192 | $935K |
| Financial Management Network Inc. | 0.17% | Add +0.4% | 16,566 | $927K |
| Franklin Resources Inc. | 0.00% | Add +6.2% | 17,021 | $926K |
| Capital Management Associates, Inc | 0.29% | Reduce -49.8% | 16,943 | $921K |
| High Probability Advisors, LLC | 0.14% | Add +2.6% | 16,782 | $913K |
| VestGen Advisors, LLC | 0.04% | Reduce -5.0% | 16,468 | $901K |
| Compound Planning, Inc. | 0.03% | Add +59.0% | 16,457 | $895K |
| Armbruster Capital Management, Inc. | 0.16% | Reduce -12.3% | 16,454 | $895K |
| Tidemark, LLC | 0.28% | Reduce -17.2% | 16,259 | $884K |
| Duncker Streett & Co. Inc. | 0.16% | Reduce -10.3% | 16,256 | $884K |
| Blueprint Financial Advisors LLC | 0.28% | New | 16,255 | $884K |
| Orin Green Financial, LLC | 0.37% | Add +0.0% | 16,115 | $876K |
| Trinity Wealth Management, LLC | 0.35% | Reduce -36.0% | 16,100 | $876K |
| River Street Advisors LLC | 0.38% | Reduce -0.1% | 16,022 | $871K |
| Jane Street Group, LLC | 0.00% | Reduce -47.6% | 15,753 | $857K |
| Canvas Wealth Advisors, LLC | 0.17% | Add +65.0% | 15,198 | $856K |
| Second Line Capital, LLC | 0.20% | Reduce -0.6% | 15,731 | $855K |
| Vicus Capital | 0.07% | Add +7.0% | 15,667 | $852K |
| Jackson Creek Investment Advisors LLC | 0.23% | Add +0.7% | 15,635 | $850K |
| Balefire, LLC | 0.18% | New | 15,596 | $848K |
| Retirement Planning Co of New England, Inc. | 0.38% | Reduce -0.1% | 15,589 | $848K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.4% | 15,339 | $847K |
| Denver Wealth Management, Inc. | 0.35% | Reduce -0.6% | 15,361 | $835K |
| Atlantic Union Bankshares Corp | 0.02% | New | 15,263 | $830K |
| Stegent Equity Advisors, Inc. | 0.73% | Reduce -1.3% | 15,136 | $823K |
| BCS Wealth Management | 0.18% | Reduce -1.4% | 15,088 | $821K |
| Watershed Private Wealth LLC | 0.30% | Reduce -33.9% | 15,010 | $816K |
| Fusion Family Wealth, LLC | 0.07% | No change | 14,891 | $810K |
| World Investment Advisors | 0.02% | Add +22.7% | 14,884 | $809K |
| WorthPointe, LLC | 0.34% | Add +83.2% | 14,767 | $803K |
| Ranch Capital Advisors Inc. | 0.34% | Add +9.6% | 14,507 | $789K |
| Horan Securities, Inc. | 0.28% | New | 14,466 | $787K |
| Arkansas Financial Group, Inc. | 0.12% | Reduce -4.6% | 14,445 | $786K |
| Sachetta, LLC | 0.31% | Add +52977.8% | 14,331 | $779K |
| Ethos Financial Group, LLC | 0.07% | Reduce -0.6% | 14,276 | $776K |
| International Assets Investment Management, LLC | 0.06% | New | 14,165 | $770K |
| Sage Mountain Advisors LLC | 0.05% | No change | 14,116 | $768K |
| Grey Ledge Advisors, LLC | 0.19% | Add +10.8% | 14,109 | $767K |
| Empower Advisory Group, LLC | 0.00% | Add +0.8% | 14,090 | $766K |
| Csenge Advisory Group | 0.04% | Reduce -0.5% | 14,523 | $765K |
| Dorsey & Whitney Trust CO LLC | 0.04% | New | 14,024 | $763K |
| Advisory Alpha, LLC | 0.02% | Reduce -3.4% | 13,984 | $761K |
| Novus Advisors, LLC | 1.15% | Add +3.9% | 13,879 | $755K |
| Northern Capital Management, Inc. | 0.44% | Add +4.1% | 13,764 | $748K |
| Worth Financial Advisory Group, LLC | 0.46% | Add +1.0% | 13,761 | $748K |
| Aldebaran Financial Inc. | 0.83% | Reduce -0.4% | 13,755 | $748K |
| Fortitude Family Office, LLC | 0.24% | New | 13,608 | $740K |
| White Pine Capital LLC | 0.23% | No change | 13,511 | $735K |
| MGB Wealth Management, LLC | 0.24% | Reduce -3.5% | 13,339 | $725K |
| Graypoint LLC | 0.04% | Reduce -0.3% | 13,329 | $725K |
| Smith, Moore & Co. | 0.06% | Add +2.1% | 13,244 | $720K |
| Leslie Global Wealth, LLC | 0.38% | Reduce -1.6% | 13,229 | $719K |
| F/m Investments LLC | 0.03% | No change | 13,143 | $716K |
| Valpey Financial Services, LLC | 0.49% | — | 13,057 | $710K |
| Ascent Group, LLC | 0.03% | Reduce -4.7% | 12,988 | $706K |
| Creative Financial Designs Inc. | 0.05% | Add +4.0% | 12,897 | $701K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -3.9% | 12,720 | $692K |
| Drucker Wealth 3.0, LLC | 0.13% | Add +12.8% | 12,349 | $689K |
| ERn Financial, LLC | 0.15% | Reduce -1.2% | 12,645 | $688K |
| Coppell Advisory Solutions LLC | 0.08% | New | 12,488 | $679K |
| BlackRock, Inc. | 0.00% | Reduce -0.0% | 12,475 | $678K |
| PFG Advisors | 0.03% | Reduce -2.1% | 12,363 | $672K |
| Twin Focus Capital Partners, LLC | 0.09% | No change | 12,200 | $663K |
| Global Financial Private Client, LLC | 0.25% | Add +13.3% | 12,196 | $663K |
| Robinswood Financial LLC | 0.23% | New | 12,160 | $661K |
| GPS Wealth Strategies Group, LLC | 0.08% | Reduce -2.0% | 11,992 | $652K |
| Anfield Capital Management, LLC | 0.21% | No change | 11,859 | $645K |
| HBK Sorce Advisory LLC | 0.02% | Add +0.2% | 11,678 | $635K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.5% | 11,329 | $616K |
| Comerica Bank | 0.00% | Reduce -4.8% | 11,253 | $612K |
| Medallion Wealth Advisors, LLC | 0.24% | Add +0.0% | 11,117 | $611K |
| Investment Planning Advisors, Inc. | 0.21% | Reduce -1.1% | 11,189 | $608K |
| EP Wealth Advisors, LLC | 0.00% | Add +152.6% | 11,153 | $606K |
| Bank of Montreal | 0.00% | Add +16.9% | 11,088 | $603K |
| Strategic Financial Planning, Inc. | 0.37% | Add +11.9% | 10,851 | $590K |
| Courier Capital LLC | 0.04% | Add +1.7% | 10,830 | $589K |
| Revolve Wealth Partners, LLC | 0.08% | Reduce -0.5% | 10,630 | $578K |
| Breakwater Capital Group | 0.09% | Reduce -20.5% | 10,610 | $577K |
| Ieq Capital, LLC | 0.00% | Reduce -6.8% | 10,481 | $570K |
| Tru Independence Asset Management 2, LLC | 0.39% | Add +33.0% | 10,454 | $568K |
| Charter Oak Capital Management, LLC | 0.05% | New | 10,298 | $560K |
| CW Advisors, LLC | 0.01% | Reduce -2.6% | 10,259 | $558K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -2.6% | 10,241 | $557K |
| Park Place Capital Corp | 0.13% | New | 10,009 | $551K |
| Clearstead Advisors, LLC | 0.01% | Reduce -13.3% | 9,759 | $531K |
| Precision Wealth Strategies, LLC | 0.17% | New | 9,707 | $528K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.9% | 9,674 | $526K |
| Tyche Wealth Partners LLC | 0.11% | Reduce -8.2% | 9,663 | $525K |
| International Private Wealth Advisors LLC | 0.45% | Add +5.4% | 9,647 | $525K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +54.9% | 9,535 | $519K |
| Narus Financial Partners, LLC | 0.16% | Add +2.2% | 9,474 | $515K |
| Goldstein Advisors, LLC | 0.07% | Reduce -5.3% | 9,406 | $511K |
| Colton Groome Financial Advisors, LLC | 0.17% | Add +3.8% | 9,363 | $509K |
| Hidden Cove Wealth Management, LLC | 0.37% | Reduce -1.1% | 9,297 | $506K |
| TFG Advisers LLC | 0.17% | Add +3.7% | 9,275 | $504K |
| Lutz Financial Services LLC | 0.04% | Reduce -10.4% | 9,264 | $504K |
| Motco | 0.05% | Reduce -41.3% | 9,028 | $499K |
| Old Second National Bank of Aurora | 0.11% | Reduce -0.2% | 9,141 | $497K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -26.9% | 9,129 | $496K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -0.6% | 9,087 | $494K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -24.9% | 8,977 | $488K |
| Outlook Wealth Advisors, LLC | 0.12% | Reduce -1.4% | 8,911 | $485K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +229.3% | 8,875 | $483K |
| Claro Advisors Inc. | 0.08% | Add +11.1% | 8,868 | $482K |
| Bessemer Group Inc. | 0.00% | No change | 8,864 | $482K |
| Destination Wealth Management | 0.01% | Reduce -17.6% | 8,841 | $481K |
| Ironwood Wealth Management, LLC. | 0.18% | Reduce -38.0% | 8,835 | $480K |
| Barnes Wealth Management Group, Inc | 0.28% | Reduce -50.5% | 8,756 | $476K |
| Fourth Dimension Wealth, LLC | 0.20% | Reduce -3.2% | 8,726 | $475K |
| Jordan Park Group LLC | 0.03% | Reduce -40.8% | 8,702 | $473K |
| Americana Partners, LLC | 0.02% | No change | 8,631 | $469K |
| Lockerman Financial Group, Inc. | 0.62% | Add +5.9% | 8,530 | $464K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -1.6% | 8,395 | $457K |
| MAI Capital Management | 0.00% | Add +1.5% | 8,380 | $456K |
| Elios Financial Group Inc. | 0.21% | Add +0.3% | 8,355 | $454K |
| Flagship Private Wealth, LLC | 0.19% | Add +0.5% | 8,252 | $449K |
| SMI Advisory Services, LLC | 0.09% | Reduce -0.2% | 8,070 | $444K |
| Falcon Wealth Planning | 0.04% | Reduce -8.1% | 8,032 | $437K |
| Securian Asset Management, Inc. | 0.01% | Add +116.2% | 8,000 | $435K |
| Sigma Planning Corp | 0.01% | Reduce -0.0% | 7,973 | $434K |
| Seeds Investor LLC | 0.10% | New | 7,960 | $433K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 7,870 | $428K |
| Apella Capital, LLC | 0.01% | Add +24.3% | 7,580 | $420K |
| Evoke Wealth, LLC | 0.01% | No change | 7,707 | $419K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +372.1% | 7,695 | $418K |
| Garrett Wealth Advisory Group, LLC | 0.09% | Add +7.8% | 7,678 | $418K |
| Taylor & Morgan Wealth Management, LLC | 0.28% | New | 7,658 | $416K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -3.8% | 7,618 | $414K |
| Neuberger Berman Group LLC | 0.00% | New | 7,604 | $414K |
| Cresset Asset Management, LLC | 0.00% | Reduce -42.0% | 7,597 | $413K |
| Silverlake Wealth Management LLC | 0.12% | New | 7,597 | $413K |
| Sfm, LLC | 0.26% | No change | 7,540 | $410K |
| Landmark Wealth Management, LLC | 0.17% | Add +11.6% | 7,511 | $408K |
| Independent Wealth Network Inc. | 0.15% | Add +1.6% | 7,468 | $406K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.1% | 7,444 | $405K |
| DAVENPORT & Co LLC | 0.00% | Add +15.7% | 7,441 | $405K |
| Flputnam Investment Management Co. | 0.01% | Reduce -35.6% | 7,403 | $403K |
| Valtinson Bruner Financial Planning LLC | 0.13% | Reduce -4.9% | 7,380 | $401K |
| Curi Capital, LLC | 0.01% | New | 7,368 | $401K |
| Opulen Financial Group LLC | 0.33% | Add +0.4% | 7,357 | $400K |
| Goodman Financial Corp | 0.08% | Reduce -87.3% | 7,326 | $398K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 7,275 | $396K |
| Texas Yale Capital Corp. | 0.01% | New | 7,150 | $389K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -3.6% | 7,133 | $388K |
| Estate Counselors, LLC | 0.04% | Add +21.6% | 7,030 | $382K |
| Brighton Jones LLC | 0.01% | Reduce -17.2% | 7,012 | $381K |
| Scarborough Advisors, LLC | 0.08% | Add +0.0% | 6,987 | $380K |
| Thompson Davis & Co., Inc. | 0.26% | Reduce -28.0% | 6,950 | $378K |
| Belpointe Asset Management LLC | 0.02% | Reduce -46.9% | 6,839 | $372K |
| Stablepoint Partners, LLC | 0.06% | Reduce -5.7% | 6,837 | $372K |
| Sentinel Pension Advisors, LLC | 0.06% | Add +0.4% | 6,766 | $368K |
| American Money Management, LLC | 0.06% | Reduce -2.6% | 6,735 | $366K |
| Laraway Financial Advisors Inc | 0.28% | Add +0.0% | 6,731 | $366K |
| Midwest Financial Network, LLC | 0.36% | Reduce -4.0% | 6,708 | $365K |
| Commerce Bank | 0.00% | Reduce -86.8% | 6,688 | $364K |
| Mystic Asset Management, Inc. | 0.09% | Add +8.2% | 6,581 | $358K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 6,566 | $357K |
| Marion Wealth Management | 0.09% | Reduce -7.8% | 6,556 | $357K |
| Harmony Asset Management LLC | 0.13% | No change | 6,540 | $356K |
| Investmark Advisory Group LLC | 0.17% | No change | 6,534 | $355K |
| Iams Wealth Management, LLC | 0.16% | Add +4.2% | 6,449 | $351K |
| Diversify Wealth Management, LLC | 0.02% | Add +0.4% | 5,961 | $333K |
| Values Added Financial LLC | 0.16% | Add +50.9% | 6,120 | $333K |
| Legacy Financial Strategies, LLC | 0.07% | Add +4.3% | 6,094 | $331K |
| Beckerman Institutional, LLC | 0.22% | No change | 6,081 | $331K |
| Wealth Advisors of Tampa Bay, LLC | 0.12% | No change | 6,080 | $331K |
| Balboa Wealth Partners | 0.07% | Reduce -2.3% | 6,010 | $327K |
| Mgo One Seven LLC | 0.01% | Add +16.8% | 5,969 | $325K |
| L2 Asset Management, LLC | 0.05% | New | 5,954 | $324K |
| Nwam LLC | 0.02% | New | 5,870 | $324K |
| Vertex Planning Partners, LLC | 0.07% | Add +4.5% | 5,926 | $322K |
| Sovereign Financial Group, Inc. | 0.07% | Add +0.9% | 5,850 | $318K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -20.7% | 5,771 | $314K |
| Valeo Financial Advisors, LLC | 0.01% | New | 5,690 | $309K |
| Astoria Portfolio Advisors LLC. | 0.09% | New | 5,483 | $307K |
| Precedent Wealth Partners, LLC | 0.08% | Reduce -49.3% | 5,638 | $307K |
| Orion Capital Management LLC | 0.12% | Reduce -9.4% | 5,615 | $305K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -13.1% | 5,597 | $304K |
| Latitude Advisors, LLC | 0.15% | Reduce -0.4% | 5,567 | $303K |
| Advisor Resource Council | 0.15% | Reduce -97.7% | 5,549 | $302K |
| Hilltop Holdings Inc. | 0.02% | Reduce -9.5% | 5,546 | $302K |
| Matauro, LLC | 0.06% | Reduce -3.0% | 5,429 | $295K |
| Continuum Advisory, LLC | 0.04% | Add +15.6% | 5,388 | $293K |
| Truepoint, Inc. | 0.01% | Add +1.0% | 5,355 | $291K |
| BridgePort Financial Solutions, LLC | 0.10% | Add +0.4% | 5,352 | $291K |
| Roman Butler Fullerton & Co. | 0.09% | Add +10.3% | 5,155 | $291K |
| Caitlin John, LLC | 0.26% | New | 5,336 | $290K |
| National Philanthropic Trust | 0.00% | No change | 5,325 | $290K |
| Sowell Financial Services LLC | 0.01% | Reduce -1.8% | 5,324 | $290K |
| USAdvisors Wealth Management, LLC | 0.11% | Add +1.7% | 5,308 | $288K |
| Acorn Wealth Advisors, LLC | 0.11% | New | 5,277 | $287K |
| WealthPLAN Partners, LLC | 0.05% | Add +6.5% | 5,212 | $283K |
| SageView Advisory Group, LLC | 0.01% | Reduce -24.5% | 5,035 | $283K |
| Financial Freedom, LLC | 0.15% | Reduce -34.1% | 5,199 | $283K |
| Citadel Advisors | 0.00% | Reduce -92.6% | 5,150 | $280K |
| Ritholtz Wealth Management | 0.01% | Add +3.5% | 5,142 | $280K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 5,100 | $277K |
| Eclectic Associates Inc. | 0.06% | Add +3.1% | 5,073 | $276K |
| Capstone Wealth Management Group, LLC | 0.26% | Reduce -32.4% | 5,065 | $275K |
| Diligent Investors, LLC | 0.07% | Reduce -1.0% | 5,063 | $275K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.1% | 5,059 | $275K |
| Foundations Investment Advisors, LLC | 0.00% | Add +12.8% | 5,043 | $274K |
| Mattern Wealth Management LLC | 0.06% | No change | 4,906 | $267K |
| Ironwood Financial, llc | 0.06% | No change | 5,155 | $264K |
| PCG Wealth Advisors, LLC | 0.13% | No change | 4,839 | $263K |
| Five Oceans Advisors | 0.11% | Add +3.5% | 4,820 | $262K |
| Optimist Retirement Group LLC | 0.13% | Add +0.1% | 4,806 | $261K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -38.1% | 4,780 | $260K |
| Worth Asset Management, LLC | 0.13% | New | 4,672 | $254K |
| Mattson Financial Services, LLC | 0.07% | Add +1029.6% | 4,654 | $253K |
| Spectrum Planning & Advisory Services Inc. | 0.16% | Add +4.2% | 4,608 | $251K |
| Fiduciary Alliance LLC | 0.02% | New | 4,600 | $250K |
| Zacks Investment Management | 0.00% | New | 4,599 | $250K |
| Tranquility Partners, LLC | 0.09% | Reduce -1.6% | 4,598 | $250K |
| Midwestern Financial, LLC | 0.23% | — | 4,573 | $249K |
| Brookstone Capital Management | 0.00% | New | 4,480 | $244K |
| JGP Wealth Management, LLC | 0.03% | New | 4,420 | $240K |
| Consolidated Portfolio Review Corp | 0.03% | Reduce -2.5% | 4,400 | $239K |
| Broadway Wealth Solutions, Inc. | 0.15% | Reduce -94.9% | 4,344 | $236K |
| KPP Advisory Services LLC | 0.04% | New | 4,299 | $234K |
| ForthRight Wealth Management, LLC | 0.07% | Add +2.6% | 4,256 | $231K |
| Ballentine Partners, LLC | 0.00% | No change | 4,247 | $231K |
| My Personal CFO, LLC | 0.10% | No change | 4,228 | $230K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.1% | 4,212 | $229K |
| Brown Advisory Inc. | 0.00% | New | 4,192 | $228K |
| WFA of San Diego, LLC | 0.17% | — | 4,176 | $227K |
| SigFig Wealth Management, LLC | 0.01% | New | 4,155 | $226K |
| Old Port Advisors | 0.06% | No change | 4,128 | $224K |
| Rialto Wealth Management, LLC | 0.06% | New | 4,102 | $223K |
| Altrius Capital Management Inc | 0.05% | Reduce -1.1% | 4,063 | $221K |
| Savvy Advisors, Inc. | 0.01% | Reduce -10.0% | 4,032 | $219K |
| Round Rock Advisors LLC | 0.04% | Reduce -3.2% | 4,026 | $219K |
| Convergence Financial, LLC | 0.04% | Reduce -4.3% | 4,019 | $219K |
| Headinvest, LLC | 0.05% | No change | 3,995 | $217K |
| True North Advisors, LLC | 0.04% | Reduce -0.2% | 3,992 | $217K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -10.5% | 3,965 | $216K |
| Denver PWM, LLC | 0.07% | No change | 3,953 | $215K |
| Keystone Financial Group | 0.02% | New | 3,936 | $214K |
| Venture Visionary Partners LLC | 0.01% | New | 3,931 | $214K |
| Capital CS Group, LLC | 0.35% | Reduce -0.5% | 3,916 | $213K |
| October Effect Ltd | 0.26% | — | 3,898 | $212K |
| Magnolia Private Wealth, LLC | 0.16% | Reduce -52.5% | 3,896 | $212K |
| Principal Securities, Inc. | 0.00% | Reduce -1.5% | 3,882 | $211K |
| Procyon Advisors, LLC | 0.02% | Reduce -1.1% | 3,866 | $210K |
| Guardian Wealth Advisors, LLC | 0.12% | New | 3,850 | $209K |
| Lido Advisors, LLC | 0.00% | Reduce -9.8% | 3,828 | $208K |
| Dynamic Financial Group | 0.20% | New | 3,823 | $208K |
| XTX Topco Ltd | 0.01% | New | 3,790 | $206K |
| Synergy Asset Management, LLC | 0.02% | New | 3,758 | $204K |
| Vestment Financial LLC | 0.13% | New | 3,679 | $203K |
| Grey Fox Wealth Advisors, LLC | 0.05% | Reduce -9.8% | 3,735 | $203K |
| My Legacy Advisors, LLC | 0.07% | New | 3,597 | $202K |
| Glenview Trust Co | 0.00% | New | 3,681 | $200K |
| Evolution Wealth Management Inc. | 0.23% | — | 3,475 | $189K |
| Arlington Trust Co LLC | 0.04% | No change | 3,436 | $187K |
| Lanark Financial, Inc. | 0.01% | No change | 3,278 | $178K |
| Signaturefd, LLC | 0.00% | Add +21.0% | 3,213 | $175K |
| Phillips Financial Management, LLC | 0.01% | No change | 3,195 | $174K |
| JDM Financial Group LLC | 0.08% | Reduce -1.8% | 3,186 | $173K |
| NFSG Corp | 0.03% | Add +0.3% | 3,158 | $172K |
| US Bancorp \de | 0.00% | Reduce -20.1% | 3,045 | $166K |
| Keener Financial Planning LLC | 0.08% | No change | 3,027 | $164K |
| Richard W. Paul & Associates, LLC | 0.05% | Reduce -5.1% | 2,779 | $151K |
| Russell Investments Group, Ltd. | 0.00% | Add +127.4% | 2,617 | $142K |
| Front Row Advisors LLC | 0.05% | No change | 2,491 | $135K |
| Parallel Advisors, LLC | 0.00% | Reduce -45.8% | 2,256 | $123K |
| MJT & Associates Financial Advisory Group, Inc. | 0.14% | No change | 2,013 | $109K |
| CX Institutional | 0.00% | Reduce -95.3% | 2,010 | $109K |
| Sierra Ocean, LLC | 0.08% | New | 2,000 | $109K |
| TCTC Holdings, LLC | 0.00% | New | 1,964 | $107K |
| Paladin Advisory Group, LLC | 0.08% | Reduce -16.7% | 1,935 | $105K |
| Spire Wealth Management | 0.00% | Reduce -30.3% | 1,913 | $104K |
| Whittier Trust Co. | 0.00% | No change | 1,851 | $101K |
| Hilltop National Bank | 0.03% | — | 1,776 | $97K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -2.8% | 1,737 | $94K |
| Graney & King, LLC | 0.06% | Add +0.1% | 1,704 | $93K |
| Team Financial Group, LLC | 0.05% | New | 1,692 | $92K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,350 | $73K |
| Promus Capital, LLC | 0.05% | New | 1,339 | $73K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,300 | $71K |
| Armor Investment Advisors, LLC | 0.03% | No change | 1,240 | $67K |
| WealthShield Partners, LLC | 0.01% | Add +0.4% | 1,239 | $67K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.3% | 1,213 | $66K |
| PrairieView Partners, LLC | 0.01% | Add +10.6% | 1,100 | $59K |
| American National Bank & Trust | 0.01% | New | 1,059 | $58K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,036 | $56K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.7% | 1,017 | $55K |
| Legacy Investment Solutions, LLC | 0.03% | — | 1,017 | $55K |
| Legacy Wealth Managment, LLC | 0.03% | Add +3078.1% | 1,017 | $55K |
| Millstone Evans Group, LLC | 0.03% | No change | 900 | $49K |
| Arax Advisory Partners | 0.00% | Add +308.7% | 895 | $49K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -4.4% | 868 | $47K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 867 | $47K |
| Ancora Advisors LLC | 0.00% | No change | 806 | $44K |
| Rothschild Investment LLC | 0.00% | Add +37.4% | 727 | $40K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Reduce -47.4% | 717 | $39K |
| Headlands Technologies LLC | 0.00% | New | 697 | $38K |
| Pineridge Advisors LLC | 0.01% | New | 681 | $37K |
| Winch Advisory Services, LLC | 0.01% | Add +0.5% | 636 | $35K |
| Transce3nd, LLC | 0.01% | Add +6.0% | 632 | $34K |
| DecisionPoint Financial, LLC | 0.01% | No change | 612 | $34K |
| Tompkins Financial Corp. | 0.00% | No change | 590 | $32K |
| Westside Investment Management, Inc. | 0.01% | No change | 585 | $32K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 565 | $32K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 586 | $31K |
| Sittner & Nelson, LLC | 0.01% | No change | 565 | $31K |
| Trust Co | 0.00% | No change | 556 | $30K |
| CENTRAL TRUST Co | 0.00% | No change | 554 | $30K |
| Compass Financial Services Inc | 0.01% | New | 549 | $30K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.4% | 509 | $28K |
| LRI Investments, LLC | 0.00% | No change | 509 | $28K |
| MorganRosel Wealth Management, LLC | 0.01% | No change | 500 | $27K |
| National Bank of Canada | 0.00% | No change | 500 | $27K |
| Hantz Financial Services, Inc. | 0.00% | New | 501 | $27K |
| Hopwood Financial Services, Inc. | 0.02% | No change | 488 | $27K |
| Center for Financial Planning, Inc. | 0.00% | No change | 481 | $26K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 460 | $25K |
| MeadowBrook Investment Advisors LLC | 0.02% | New | 444 | $24K |
| Northwest Capital Management Inc | 0.01% | Reduce -93.2% | 435 | $24K |
| Essential Partners LLC | 0.01% | — | 428 | $23K |
| Sunbelt Securities, Inc. | 0.00% | No change | 425 | $23K |
| Brooklyn Investment Group | 0.00% | New | 372 | $20K |
| Crewe Advisors LLC | 0.00% | New | 352 | $19K |
| Main Street Group, LTD | 0.01% | Reduce -6.4% | 323 | $18K |
| Blue Trust, Inc. | 0.00% | New | 305 | $17K |
| Creekmur Asset Management LLC | 0.00% | No change | 274 | $15K |
| North Ridge Wealth Advisors, Inc. | 0.01% | New | 260 | $14K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | New | 257 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -12.1% | 240 | $13K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -56.2% | 225 | $12K |
| Safe Harbor Fiduciary, LLC | 0.01% | Add +29.7% | 214 | $12K |
| Oakworth Capital, Inc. | 0.00% | No change | 199 | $11K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 190 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 171 | $9K |
| Coston, McIsaac & Partners | 0.00% | No change | 169 | $9K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -2.6% | 152 | $8K |
| Bellwether Advisors, LLC | 0.00% | No change | 151 | $8K |
| Biltmore Family Office, LLC | 0.00% | New | 136 | $7K |
| Covestor Ltd | 0.00% | Add +220.5% | 125 | $7K |
| Bfsg, LLC | 0.00% | No change | 125 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | Add +0.9% | 116 | $6K |
| Affinity Wealth LLC | 0.01% | New | 107 | $6K |
| REAP Financial Group, LLC | 0.00% | No change | 103 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +176.5% | 94 | $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% | No change | 90 | $5K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 90 | $5K |
| Asset Dedication, LLC | 0.00% | Add +15.8% | 88 | $5K |
| IMG Wealth Management, Inc. | 0.00% | Add +38.1% | 87 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 85 | $5K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -11.8% | 82 | $4K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 75 | $4K |
| Tucker Asset Management LLC | 0.00% | Reduce -43.2% | 71 | $4K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 70 | $4K |
| Woodside Wealth Management LLC | 0.00% | No change | 66 | $4K |
| Stone House Investment Management, LLC | 0.00% | Reduce -97.0% | 58 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | Reduce -78.8% | 55 | $3K |
| Johnson Financial Group, Inc. | 0.00% | No change | 54 | $3K |
| Community Bank, N.A. | 0.00% | New | 45 | $2K |
| Sound Income Strategies, LLC | 0.00% | New | 43 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 42 | $2K |
| BNP Paribas Financial Markets | 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 |
| Archer Investment Corp | 0.00% | New | 24 | $1K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 23 | $1K |
| Fortis Group Advisors, LLC | 0.00% | No change | 20 | $1K |
| Beacon Capital Management, LLC | 0.00% | Reduce -92.0% | 19 | $1K |
| Realta Investment Advisors | 0.00% | No change | 18 | $979 |
| Cheviot Value Management, LLC | 0.00% | No change | 15 | $822 |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 14 | $762 |
| NewSquare Capital LLC | 0.00% | No change | 10 | $544 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 6 | $326 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 6 | $326 |
| Private Wealth Asset Management, LLC | 0.00% | New | 5 | $272 |
| Clark Wealth Partners | 0.00% | New | 4 | $218 |
| Maseco LLP | 0.00% | — | 4 | $218 |
| Citigroup Inc. | 0.00% | Reduce -90.0% | 3 | $163 |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 1 | $54 |
| SOA Wealth Advisors, LLC. | 0.00% | New | 1 | $54 |
| Fairway Wealth LLC | 0.00% | No change | 1 | $54 |
| Curio Wealth, LLC | 0.00% | Reduce -50.0% | 1 | $54 |
| 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.