SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q3 2025 (September 30)733holders +9
69new positions
47sold out
2famous investors
$57.18avg. 13F price*
At the end of Q3 2025, 733 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings, up 9 from Q2 2025. 69 opened new positions and 47 sold out. The largest holders were Creative Planning ($5.0B), Betterment LLC ($1.2B) and LPL Financial LLC ($724.6M). 2 famous investors held it, including 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 (Q3 2025)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $129.4M |
| Exits | 47 | $26.3M |
All 13F filers, Q2 2025 → Q3 2025: 14,916,355 shares bought and 6,233,867 shares sold, net +8,682,488 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 733 holders
| Creative Planning | 3.84% | Add +5.9% | 87,966,062 | $5.0B |
| Betterment LLC | 2.27% | Add +5.1% | 20,126,277 | $1.2B |
| LPL Financial LLC | 0.21% | Add +0.0% | 12,670,561 | $724.6M |
| Valmark Advisers, Inc. | 5.06% | Add +2.9% | 6,837,085 | $391.0M |
| Cwm, LLC | 0.81% | Add +0.7% | 4,728,484 | $270.4M |
| HighTower Advisors, LLC | 0.22% | Add +3.9% | 3,332,046 | $190.6M |
| Morgan Stanley | 0.01% | Add +7.1% | 3,189,962 | $182.4M |
| Envestnet Asset Management Inc. | 0.05% | Add +17.5% | 3,169,751 | $181.3M |
| AlTi Global, Inc. | 4.18% | Reduce -15.8% | 3,116,050 | $178.2M |
| Texas Permanent School Fund Corp. | 5.56% | No change | 2,982,043 | $170.5M |
| Facet Wealth, Inc. | 3.44% | Add +6.8% | 2,910,476 | $166.5M |
| Bank of America Corp. | 0.01% | Add +18.9% | 2,225,528 | $127.3M |
| Exchange Traded Concepts, LLC | 1.03% | Add +8.7% | 1,881,210 | $107.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +4.0% | 1,612,602 | $92.2M |
| Osaic Holdings, Inc. | 0.12% | Add +6.7% | 1,539,681 | $88.0M |
| UBS Group AG | 0.02% | Reduce -0.1% | 1,433,358 | $82.0M |
| Hancock Prospecting Pty Ltd | 2.63% | Reduce -50.9% | 1,410,470 | $80.7M |
| Mason Street Advisors, LLC | 8.07% | Add +46.9% | 1,362,200 | $77.9M |
| First Command Advisory Services, Inc. | 0.54% | Add +15.2% | 1,312,025 | $75.0M |
| Hills Bank & Trust Co | 4.22% | Add +5.0% | 1,255,132 | $71.8M |
| Cornerstone Wealth Management, LLC | 3.47% | Add +2.3% | 1,097,029 | $62.7M |
| Wealthcare Advisory Partners LLC | 1.27% | Add +3.0% | 1,063,336 | $60.8M |
| United Capital Financial Advisors, LLC | 0.44% | Add +29.9% | 1,060,708 | $60.7M |
| Auto-Owners Insurance Co | 1.54% | No change | 1,040,000 | $59.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.5% | 908,047 | $51.9M |
| Private Advisor Group, LLC | 0.25% | Add +0.6% | 902,116 | $51.6M |
| JNBA Financial Advisors | 4.47% | Add +4.1% | 860,987 | $49.2M |
| Koss-Olinger Consulting, LLC | 3.90% | Reduce -0.8% | 867,326 | $47.2M |
| HHM Wealth Advisors, LLC | 5.35% | Reduce -6.0% | 808,880 | $46.3M |
| Wells Fargo & Company | 0.01% | Add +22.9% | 783,980 | $44.8M |
| Royal Bank of Canada | 0.01% | Add +0.8% | 766,126 | $43.8M |
| AlphaStar Capital Management, LLC | 3.64% | Add +2.4% | 738,027 | $42.2M |
| Peterson Wealth Advisors, LLC | 6.27% | Add +5.3% | 733,679 | $41.9M |
| 1900 Wealth Management LLC | 2.68% | Add +10.4% | 691,808 | $39.6M |
| Waller Financial Planning Group, Inc. | 8.92% | Add +1.7% | 679,846 | $38.9M |
| Blair William & Co. | 0.10% | Reduce -0.7% | 676,940 | $38.7M |
| Great Valley Advisor Group, Inc. | 0.75% | Add +2.7% | 655,367 | $37.5M |
| Vicus Capital | 2.81% | Add +4002.1% | 642,672 | $36.8M |
| Retirement Income Solutions, Inc. | 6.04% | Add +2.4% | 618,083 | $35.3M |
| RKL Wealth Management LLC | 2.90% | Add +7.3% | 594,975 | $34.0M |
| Farther Finance Advisors, LLC | 0.51% | Reduce -39.7% | 585,859 | $33.5M |
| Impact Partnership Wealth, LLC | 4.91% | Add +17.8% | 577,911 | $33.1M |
| Bokf, NA | 0.48% | Reduce -1.1% | 558,431 | $31.9M |
| Composition Wealth, LLC | 0.46% | New | 533,768 | $30.5M |
| Atlas Private Wealth Advisors | 7.36% | Reduce -63.1% | 525,712 | $30.1M |
| Equitable Holdings, Inc. | 0.20% | Reduce -6.2% | 483,731 | $27.7M |
| Global Retirement Partners, LLC | 0.61% | Add +0.6% | 477,131 | $27.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -29.5% | 474,863 | $27.1M |
| MML Investors Services, LLC | 0.07% | Reduce -0.4% | 458,861 | $26.2M |
| Corient Private Wealth LP | 0.04% | Add +7.0% | 452,918 | $25.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.87% | Add +5.6% | 443,919 | $25.4M |
| Oarsman Capital, Inc. | 3.52% | Add +114.4% | 438,325 | $25.1M |
| Cahaba Wealth Management, Inc. | 1.81% | Add +0.9% | 437,504 | $25.0M |
| Dakota Wealth Management | 0.50% | Add +24.0% | 431,190 | $24.7M |
| Assetmark, Inc. | 0.05% | Reduce -2.7% | 430,417 | $24.6M |
| St Germain D J Co. Inc. | 0.98% | Add +7.9% | 427,884 | $24.5M |
| Raymond James Financial Inc. | 0.01% | Add +62.1% | 421,749 | $24.1M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +3.9% | 413,728 | $23.7M |
| RFG Advisory, LLC | 0.48% | Reduce -29.2% | 408,146 | $23.3M |
| Mach-1 Financial Group, LLC | 3.71% | New | 406,116 | $23.2M |
| Integrity Advisory Solutions, LLC | 3.71% | — | 406,116 | $23.2M |
| Financial Strategies Group, Inc. | 4.28% | Add +2.8% | 395,070 | $22.5M |
| OneAscent Financial Services LLC | 1.49% | Reduce -10.0% | 390,903 | $22.4M |
| Savant Capital, LLC | 0.13% | Reduce -16.1% | 385,751 | $22.1M |
| First National Trust Co | 0.75% | Add +5.7% | 384,664 | $22.0M |
| Reston Wealth Management LLC | 6.98% | Add +0.0% | 378,032 | $21.6M |
| Crews Bank & Trust | 3.13% | Reduce -6.3% | 374,141 | $21.4M |
| Retirement Financial Solutions, LLC | 6.66% | New | 372,319 | $21.3M |
| Waverly Advisors, LLC | 0.20% | Add +0.6% | 356,640 | $20.4M |
| BNP Paribas Financial Markets | 0.02% | Add +1132058.1% | 350,969 | $20.1M |
| Penserra Capital Management LLC | 0.23% | Add +11.7% | 337,092 | $19.3M |
| Cetera Investment Advisers | 0.02% | Add +13.0% | 326,538 | $18.7M |
| Ellenbecker Investment Group | 2.70% | Add +8.2% | 319,006 | $18.2M |
| Abich Financial Wealth Management LLC | 6.42% | — | 315,310 | $18.0M |
| Summit Trail Advisors, LLC | 0.24% | Reduce -3.2% | 299,577 | $17.1M |
| Mariner, LLC | 0.02% | Reduce -3.1% | 296,302 | $16.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.2% | 292,307 | $16.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -43.0% | 290,768 | $16.6M |
| Shepherd Financial Partners LLC | 1.57% | Add +2.3% | 288,393 | $16.5M |
| Geneos Wealth Management Inc. | 0.42% | Add +2.7% | 287,984 | $16.5M |
| Evermay Wealth Management LLC | 1.88% | Add +6.7% | 287,385 | $16.4M |
| New Perspectives, Inc | 7.09% | Add +1.6% | 276,816 | $15.8M |
| Financial Gravity Asset Management, Inc. | 3.07% | — | 272,173 | $15.6M |
| Coldstream Capital Management Inc. | 0.21% | Add +3.4% | 267,898 | $15.3M |
| North Star Asset Management Inc. | 0.62% | Add +0.6% | 265,978 | $15.2M |
| Alta Wealth Advisors LLC | 5.35% | Add +12.6% | 260,986 | $14.9M |
| Allworth Financial LP | 0.07% | Add +10.5% | 257,632 | $14.7M |
| Avior Wealth Management, LLC | 0.46% | Add +11.7% | 248,611 | $14.2M |
| Lido Advisors, LLC | 0.06% | Add +6025.3% | 234,476 | $13.4M |
| Citizens & Northern Corp. | 3.29% | Add +0.1% | 232,382 | $13.3M |
| Fifth Third Bancorp | 0.04% | Add +2.8% | 230,892 | $13.2M |
| Montz Harcus Wealth Management LLC | 5.74% | Add +2.5% | 229,796 | $13.1M |
| Advance Capital Management, Inc. | 0.56% | Add +4.2% | 226,160 | $12.9M |
| Cascade Financial Partners, LLC | 1.48% | Reduce -0.5% | 225,055 | $12.9M |
| Marathon Strategic Advisors, LLC | 10.21% | Add +15.2% | 222,953 | $12.8M |
| Gladstone Institutional Advisory LLC | 0.48% | Add +7.3% | 216,835 | $12.4M |
| IAG Wealth Partners, LLC | 1.47% | Add +4.2% | 213,763 | $12.2M |
| Bensler, LLC | 1.25% | Add +5.0% | 210,796 | $12.1M |
| WBH Advisory Inc. | 0.92% | Add +1.4% | 210,525 | $12.0M |
| Moneta Group Investment Advisors LLC | 0.09% | Add +1.3% | 208,771 | $11.9M |
| Higgins & Schmidt Wealth Strategies LLC | 6.02% | Add +2.4% | 208,472 | $11.9M |
| Park Avenue Securities LLC | 0.09% | Add +3.8% | 201,829 | $11.5M |
| Wrapmanager Inc. | 3.52% | Reduce -7.2% | 199,873 | $11.4M |
| PSI Advisors, LLC | 2.93% | Add +1.9% | 197,245 | $11.3M |
| Western Wealth Management, LLC | 0.58% | Reduce -0.4% | 190,315 | $10.9M |
| Wealth Management Resources, Inc. | 3.50% | Add +1.8% | 189,057 | $10.8M |
| NewEdge Advisors, LLC | 0.05% | Add +4.3% | 186,216 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -0.6% | 180,890 | $10.3M |
| Octavia Wealth Advisors, LLC | 1.03% | Add +3.9% | 180,553 | $10.3M |
| Lumbard & Kellner, LLC | 3.79% | Add +0.2% | 180,153 | $10.3M |
| Sanctuary Advisors, LLC | 0.06% | Add +4.0% | 179,854 | $10.3M |
| Northern Trust Corp. | 0.00% | Reduce -3.5% | 179,798 | $10.3M |
| TPG Financial Advisors, LLC | 3.81% | Add +0.1% | 178,679 | $10.2M |
| Zhang Financial LLC | 0.40% | Add +13.1% | 173,072 | $9.9M |
| Windsor Capital Management, LLC | 2.72% | Reduce -2.2% | 172,549 | $9.9M |
| Collaborative Wealth Managment Inc. | 3.98% | Add +0.3% | 171,907 | $9.8M |
| CGN Advisors LLC | 0.80% | Add +5.0% | 170,619 | $9.8M |
| AQR Capital Management | 0.01% | Add +18.2% | 170,364 | $9.7M |
| Warren Street Wealth Advisors, LLC | 2.91% | Add +16.7% | 169,940 | $9.7M |
| JPMorgan Chase & Co. | 0.00% | Add +17.1% | 167,414 | $9.6M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -2.4% | 163,918 | $9.4M |
| Austin Private Wealth, LLC | 0.71% | Add +7.8% | 162,336 | $9.3M |
| Pathstone Holdings, LLC | 0.04% | Add +1.4% | 162,311 | $9.3M |
| FF Advisors,LLC | 4.30% | Add +8.4% | 157,154 | $9.0M |
| Focus Partners Wealth | 0.01% | Add +43.9% | 153,188 | $8.8M |
| OneDigital Investment Advisors LLC | 0.09% | Add +40.0% | 152,741 | $8.7M |
| Truist Financial Corp. | 0.01% | Add +0.3% | 152,008 | $8.7M |
| BOK Financial Private Wealth, Inc. | 0.53% | Add +46.1% | 148,143 | $8.5M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +21.6% | 145,564 | $8.3M |
| Flagship Harbor Advisors, LLC | 0.35% | Add +107.1% | 142,496 | $8.1M |
| Integrated Wealth Concepts LLC | 0.07% | Add +2.7% | 142,488 | $8.1M |
| Berkeley Capital Partners, LLC | 1.90% | Add +4.2% | 140,502 | $8.0M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -5.6% | 139,898 | $8.0M |
| Millington Financial Advisors, LLC | 3.75% | Reduce -0.4% | 136,782 | $7.7M |
| Abound Financial, LLC | 3.02% | Add +6.6% | 132,113 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.0% | 129,541 | $7.4M |
| SPC Financial, Inc. | 0.58% | New | 129,416 | $7.4M |
| Louisiana State Employees Retirement System | 0.12% | Reduce -23.6% | 129,200 | $7.4M |
| Carnegie Investment Counsel | 0.14% | Reduce -6.4% | 128,239 | $7.3M |
| Cerity Partners LLC | 0.01% | Reduce -0.2% | 128,167 | $7.3M |
| AF Advisors, Inc. | 2.97% | No change | 128,000 | $7.3M |
| Modera Wealth Management, LLC | 0.08% | Reduce -0.5% | 124,575 | $7.1M |
| Nottingham Advisors, Inc. | 0.99% | Add +6.0% | 124,311 | $7.1M |
| Private Wealth Group, LLC | 3.52% | Reduce -8.0% | 123,558 | $7.1M |
| Chicago Partners Investment Group LLC | 0.18% | Add +10.8% | 122,176 | $7.0M |
| IHT Wealth Management, LLC | 0.18% | Reduce -1.0% | 122,828 | $7.0M |
| Pinkerton Wealth, LLC | 0.74% | New | 120,114 | $6.9M |
| Debussy Capital Management LP | 0.97% | Add +10.9% | 119,512 | $6.8M |
| Syntegra Private Wealth Group, LLC | 0.62% | Reduce -4.4% | 115,637 | $6.6M |
| Advisor OS, LLC | 0.55% | Add +12.3% | 112,295 | $6.4M |
| Pecaut & Co. | 2.04% | Reduce -27.1% | 110,977 | $6.3M |
| Pachira Investments Inc. | 3.55% | New | 110,372 | $6.3M |
| MJP Associates Inc. | 0.83% | Add +7.7% | 110,080 | $6.3M |
| Resonant Capital Advisors, LLC | 0.36% | Reduce -2.1% | 107,244 | $6.1M |
| Independent Financial Group, LLC | 0.14% | Reduce -4.9% | 105,393 | $6.0M |
| Stewardship Advisors, LLC | 1.39% | Add +0.8% | 103,002 | $5.9M |
| KWB Wealth | 0.65% | Reduce -6.4% | 107,663 | $5.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +17.8% | 100,847 | $5.8M |
| Symphony Financial, Ltd. Co. | 0.68% | Add +1.7% | 97,778 | $5.6M |
| ODonnell Financial Services, LLC | 1.95% | New | 95,726 | $5.5M |
| Bill Few Associates, Inc. | 1.40% | Add +3.2% | 95,295 | $5.4M |
| Tennessee Valley Asset Management Partners | 0.73% | Add +0.2% | 94,098 | $5.4M |
| BlackRock, Inc. | 0.00% | Add +653.7% | 94,021 | $5.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -14.5% | 93,800 | $5.4M |
| CVFG LLC | 3.75% | Add +4.0% | 90,801 | $5.2M |
| Glen Eagle Advisors, LLC | 0.70% | Add +88.0% | 88,629 | $5.1M |
| Ausdal Financial Partners, Inc. | 0.25% | Add +4.5% | 88,166 | $5.0M |
| CarsonAllaria Wealth Management, Ltd. | 2.57% | Add +17.5% | 86,438 | $4.9M |
| Evergreen Capital Management LLC | 0.12% | No change | 85,221 | $4.9M |
| Founders Financial Alliance, LLC | 0.91% | Reduce -2.9% | 84,407 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -54.2% | 82,958 | $4.7M |
| GeoWealth Management, LLC | 0.17% | Add +10.2% | 82,851 | $4.7M |
| Measured Wealth Private Client Group, LLC | 1.26% | Reduce -8.9% | 81,902 | $4.7M |
| Wealth Advisory Solutions, LLC | 1.11% | Add +11.5% | 80,030 | $4.6M |
| Atlanta Consulting Group Advisors, LLC | 1.12% | New | 79,911 | $4.6M |
| Register Financial Advisors LLC | 1.79% | Add +4.0% | 79,599 | $4.6M |
| Stifel Financial Corp. | 0.00% | Add +0.9% | 78,732 | $4.5M |
| XY Planning Network, Inc. | 1.53% | No change | 82,593 | $4.5M |
| Foronjy Financial LLC | 1.95% | Reduce -6.2% | 77,928 | $4.5M |
| IFG Advisory, LLC | 0.20% | Reduce -8.4% | 77,574 | $4.4M |
| Truefg, LLC | 1.22% | Add +3.0% | 77,456 | $4.4M |
| Mayflower Financial Advisors, LLC | 0.56% | Add +14.3% | 77,405 | $4.4M |
| Vista Investment Management | 1.51% | Reduce -0.5% | 75,674 | $4.3M |
| Jacksonville Wealth Management, LLC | 3.11% | Add +12.0% | 74,127 | $4.2M |
| G&S Capital LLC | 1.56% | Reduce -0.5% | 73,637 | $4.2M |
| Compass Wealth Management LLC | 0.93% | Add +10.3% | 73,186 | $4.2M |
| Pure Financial Advisors, LLC | 0.07% | Reduce -1.5% | 71,708 | $4.1M |
| Arq Wealth Advisors, LLC | 1.21% | Reduce -36.0% | 71,408 | $4.1M |
| Mma Asset Management LLC | 1.35% | Add +99.5% | 70,604 | $4.0M |
| SOL Capital Management CO | 0.36% | Add +11.0% | 69,580 | $4.0M |
| Gradient Investments LLC | 0.07% | Add +98.3% | 69,452 | $4.0M |
| Aptus Capital Advisors, LLC | 0.04% | Add +13.9% | 69,226 | $4.0M |
| ArborFi Advisors, LLC | 3.21% | Add +0.2% | 69,007 | $3.9M |
| Manhattan West Asset Management, LLC | 0.81% | Add +3.1% | 67,366 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +206.6% | 66,633 | $3.8M |
| Quantinno Capital Management LP | 0.01% | Add +24.1% | 64,679 | $3.7M |
| AE Wealth Management LLC | 0.02% | Add +10.4% | 63,119 | $3.6M |
| Lynx Investment Advisory | 2.13% | Add +0.5% | 62,265 | $3.6M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +7.7% | 61,837 | $3.5M |
| Aspetuck Financial Management LLC | 2.42% | Reduce -0.2% | 61,820 | $3.5M |
| Chemung Canal Trust Co. | 0.70% | No change | 60,994 | $3.5M |
| Landmark Wealth Management, Inc. | 1.35% | Add +7.0% | 60,555 | $3.5M |
| Sharkey, Howes & Javer | 0.44% | Reduce -15.5% | 60,239 | $3.4M |
| Golden State Wealth Management, LLC | 0.38% | Reduce -3.3% | 60,225 | $3.4M |
| Addison Capital Co | 1.00% | Add +32.3% | 59,322 | $3.4M |
| Kagan Cocozza Asset Management | 2.57% | Reduce -5.4% | 59,246 | $3.4M |
| Capital Investment Advisory Services, LLC | 0.26% | Add +25.3% | 58,346 | $3.3M |
| Greenleaf Trust | 0.03% | New | 57,519 | $3.3M |
| Luminist Capital LLC | 2.87% | Reduce -2.7% | 56,989 | $3.3M |
| Perennial Investment Advisors, LLC | 0.27% | Reduce -39.6% | 57,124 | $3.3M |
| IFP Advisors, Inc | 0.08% | Reduce -11.1% | 56,800 | $3.2M |
| Tradewinds Capital Management, LLC | 0.72% | Add +5.0% | 56,334 | $3.2M |
| Retirement Planning Group, LLC | 0.11% | Reduce -1.5% | 54,701 | $3.1M |
| NorthCrest Asset Manangement, LLC | 0.07% | Add +2.4% | 54,154 | $3.1M |
| Atria Investments, Inc | 0.04% | Add +0.3% | 53,955 | $3.1M |
| Aspire Private Capital, LLC | 0.68% | Reduce -0.1% | 53,771 | $3.1M |
| Apollon Wealth Management, LLC | 0.05% | Add +171.0% | 53,724 | $3.1M |
| Madison Asset Management, LLC | 0.03% | Add +9.3% | 53,052 | $3.0M |
| NovaPoint Capital, LLC | 0.74% | Add +2.6% | 52,928 | $3.0M |
| Jacobi Capital Management LLC | 0.18% | Add +3.0% | 52,889 | $3.0M |
| Crestwood Advisors Group, LLC | 0.05% | Add +2.3% | 52,811 | $3.0M |
| United Asset Strategies, Inc. | 0.24% | Reduce -0.9% | 52,598 | $3.0M |
| Signal Advisors Wealth, LLC | 0.27% | Reduce -14.1% | 51,930 | $3.0M |
| Wealthquest Corp | 0.23% | Reduce -2.4% | 51,268 | $2.9M |
| Destiny Capital Corp | 1.56% | Reduce -0.4% | 50,031 | $2.9M |
| &partners | 0.02% | Add +1.8% | 49,507 | $2.8M |
| Tandem Investment Partners LLC | 2.32% | Add +0.2% | 49,425 | $2.8M |
| Naples Global Advisors, LLC | 0.22% | Add +1.7% | 49,359 | $2.8M |
| Walkner Condon Financial Advisors LLC | 0.45% | Add +3.9% | 49,283 | $2.8M |
| Harbour Investments, Inc. | 0.06% | Add +7.5% | 49,157 | $2.8M |
| Power Wealth Management LLC | 1.02% | Add +3.4% | 49,147 | $2.8M |
| Blueprint Investment Partners LLC | 0.39% | New | 49,068 | $2.8M |
| First International Bank & Trust | 0.97% | Reduce -10.5% | 48,934 | $2.8M |
| Range Financial Group LLC | 1.01% | Reduce -1.1% | 48,781 | $2.8M |
| Farrow Financial, Inc. | 1.61% | Add +0.5% | 48,572 | $2.8M |
| AdvisorNet Financial, Inc | 0.15% | Add +5.0% | 47,098 | $2.7M |
| Post Resch Tallon Group Inc. | 2.39% | Reduce -0.5% | 46,994 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +0.5% | 46,838 | $2.7M |
| Shum Financial Group, Inc. | 2.00% | — | 46,824 | $2.7M |
| Hibernia Wealth Partners, LLC | 1.66% | Reduce -47.5% | 45,203 | $2.6M |
| Robinswood Financial LLC | 0.86% | Add +270.1% | 45,009 | $2.6M |
| Kohmann Bosshard Financial Services, LLC | 0.26% | No change | 44,891 | $2.6M |
| Towercrest Capital Management | 0.41% | Reduce -1.4% | 44,561 | $2.5M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Reduce -21.5% | 44,242 | $2.5M |
| Capital Analysts, LLC | 0.07% | Add +15.5% | 43,663 | $2.5M |
| 21 West Wealth Management LLC | 2.32% | Add +3.2% | 42,719 | $2.4M |
| POM Investment Strategies, LLC | 1.33% | Reduce -42.3% | 42,653 | $2.4M |
| Wealthcare Capital Partners, LLC | 1.10% | Add +1.8% | 41,996 | $2.4M |
| Charles Schwab Trust Co | 0.16% | Reduce -4.6% | 41,854 | $2.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.27% | Reduce -1.4% | 40,796 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Add +6.5% | 40,733 | $2.3M |
| Tilia Fiduciary Partners, Inc. | 1.34% | Add +53.0% | 40,520 | $2.3M |
| Cary Street Partners Financial LLC | 0.06% | Add +0.3% | 40,185 | $2.3M |
| Sterling Investment Advisors, Ltd. | 0.44% | Reduce -1.7% | 39,636 | $2.3M |
| Fiduciary Group, LLC | 0.20% | Add +33.1% | 39,239 | $2.2M |
| Stevens Capital Partners | 0.65% | Add +16.1% | 37,822 | $2.2M |
| Moneco Advisors, LLC | 0.18% | Add +16.7% | 37,789 | $2.2M |
| Semitam Bonam LLC | 1.92% | Add +1.2% | 37,604 | $2.2M |
| Simplicity Wealth,LLC | 0.12% | Reduce -43.4% | 36,951 | $2.1M |
| Gateway Wealth Partners, LLC | 0.28% | Add +21.3% | 36,115 | $2.1M |
| Cavalier Investments, LLC | 0.83% | Reduce -2.1% | 36,063 | $2.1M |
| Crescent Grove Advisors, LLC | 0.20% | Reduce -2.8% | 36,057 | $2.1M |
| FMR LLC | 0.00% | Add +10.1% | 35,472 | $2.0M |
| Alliance Wealth Management Group | 0.45% | Reduce -3.4% | 35,327 | $2.0M |
| JSF Financial, LLC | 0.45% | Add +8.7% | 35,138 | $2.0M |
| Signet Financial Management, LLC | 0.23% | Add +17.8% | 34,930 | $2.0M |
| S.A. Mason LLC | 0.88% | Add +0.9% | 34,784 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +71.4% | 34,774 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Reduce -8.3% | 34,357 | $2.0M |
| ORBA Wealth Advisors, L.L.C. | 1.62% | Reduce -2.3% | 34,319 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +71.7% | 34,245 | $2.0M |
| Keystone Financial Group | 0.15% | Add +167.9% | 10,545 | $1.9M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -4.5% | 33,745 | $1.9M |
| TKG Advisors, LLC | 0.82% | Reduce -4.9% | 33,394 | $1.9M |
| Financial Enhancement Group LLC | 0.25% | Add +5.5% | 32,935 | $1.9M |
| Modern Wealth Management, LLC | 0.04% | Add +26.9% | 32,951 | $1.9M |
| Captrust Financial Advisors | 0.00% | Reduce -0.3% | 32,785 | $1.9M |
| Larson Financial Group LLC | 0.07% | Reduce -17.3% | 32,410 | $1.9M |
| SIMA Wealth Partners, LLC | 1.40% | Add +2.8% | 32,038 | $1.8M |
| Meridian Financial Advisors, LLC | 1.01% | Add +1.6% | 31,389 | $1.8M |
| Wealthcare Capital Management LLC | 0.18% | Add +19.0% | 31,386 | $1.8M |
| WealthTrak Capital Management LLC | 1.46% | New | 31,057 | $1.8M |
| Nicolet Advisory Services, LLC | 0.14% | Reduce -1.4% | 30,696 | $1.8M |
| Key Financial Inc | 0.32% | Add +6.2% | 30,199 | $1.7M |
| Orange Investment Advisors, Inc. | 0.18% | Add +28.7% | 30,111 | $1.7M |
| HM Payson & Co. | 0.02% | No change | 29,207 | $1.7M |
| UNIVEST FINANCIAL Corp | 0.09% | Add +11.6% | 29,203 | $1.7M |
| Blueprint Financial Advisors LLC | 0.36% | Add +78.7% | 29,048 | $1.7M |
| Kelman-Lazarov, Inc. | 0.25% | Reduce -1.3% | 29,022 | $1.7M |
| Alaska Wealth Advisors, LLC | 0.22% | Add +6.6% | 28,899 | $1.7M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Add +29.4% | 28,802 | $1.6M |
| Summit Investment Advisory Services, LLC | 0.64% | Add +5.2% | 27,889 | $1.6M |
| Rainier Family Wealth Inc. | 1.42% | Add +5.6% | 27,808 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -2.6% | 27,805 | $1.6M |
| Compton Financial Group, LLC | 0.37% | Add +0.4% | 27,182 | $1.6M |
| Strategic Financial Concepts, LLC | 0.23% | Add +0.4% | 27,182 | $1.6M |
| Municipal Employees' Retirement System of Michigan | 0.02% | No change | 26,947 | $1.5M |
| Keystone Wealth Services, LLC | 0.33% | Reduce -3.5% | 26,826 | $1.5M |
| CreativeOne Wealth, LLC | 0.04% | Add +5.5% | 26,514 | $1.5M |
| VCI Wealth Management LLC | 0.46% | New | 26,381 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Add +246.5% | 26,323 | $1.5M |
| WCG Wealth Advisors LLC | 0.09% | Add +20.1% | 26,229 | $1.5M |
| Kraft, Davis & Associates, LLC | 0.36% | Add +6.9% | 25,946 | $1.5M |
| Raleigh Capital Management Inc. | 0.57% | Add +0.6% | 26,192 | $1.5M |
| Eldridge Investment Advisors, Inc. | 0.33% | Add +25.7% | 25,375 | $1.5M |
| CFS Investment Advisory Services, LLC | 0.10% | Add +8.3% | 24,458 | $1.4M |
| Balance Wealth Partners LLC | 0.34% | Add +5.6% | 24,239 | $1.4M |
| PAX Financial Group, LLC | 0.25% | Reduce -1.3% | 24,188 | $1.4M |
| Brio Consultants, LLC | 0.19% | Reduce -20.4% | 23,585 | $1.3M |
| Total Clarity Wealth Management, Inc. | 0.36% | Add +7.0% | 23,576 | $1.3M |
| Simon Quick Advisors, LLC | 0.06% | New | 23,478 | $1.3M |
| Fingerlakes Wealth Management, Inc. | 0.87% | Reduce -1.1% | 23,211 | $1.3M |
| Citizens Financial Group Inc. | 0.02% | Add +0.9% | 23,163 | $1.3M |
| CoreCap Advisors, LLC | 0.05% | Reduce -2.9% | 23,036 | $1.3M |
| NewEdge Wealth, LLC | 0.02% | Reduce -14.2% | 23,016 | $1.3M |
| AlphaCore Capital LLC | 0.04% | Reduce -2.9% | 22,738 | $1.3M |
| Wedmont Private Capital | 0.05% | Add +1.7% | 22,480 | $1.3M |
| Roundview Capital LLC | 0.08% | Add +0.4% | 22,433 | $1.3M |
| Independent Advisor Alliance | 0.03% | Add +12.8% | 22,131 | $1.3M |
| Curbstone Financial Management Corp | 0.24% | No change | 21,700 | $1.2M |
| Delta Wealth Advisors LLC | 0.95% | Reduce -5.6% | 21,314 | $1.2M |
| Armbruster Capital Management, Inc. | 0.20% | Add +27.7% | 21,015 | $1.2M |
| Intrua Financial, LLC | 0.14% | New | 20,490 | $1.2M |
| Private Trust Co. NA | 0.10% | Add +3.7% | 20,120 | $1.2M |
| Clear Investment Research, LLC | 1.54% | Add +9.3% | 20,112 | $1.2M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -0.1% | 20,065 | $1.1M |
| Waddell & Associates, LLC | 0.10% | Add +2.7% | 20,024 | $1.1M |
| M Holdings Securities, Inc. | 0.24% | Reduce -86.5% | 19,944 | $1.1M |
| Sterling Investment Counsel, LLC | 0.36% | Add +2.5% | 19,691 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | No change | 19,621 | $1.1M |
| Quadcap Wealth Management, LLC | 0.13% | Reduce -0.6% | 19,362 | $1.1M |
| Apollon Financial, LLC | 0.18% | Reduce -0.6% | 19,329 | $1.1M |
| Seeds Investor LLC | 0.23% | Add +141.6% | 19,227 | $1.1M |
| Butensky & Cohen Financial Security, Inc. | 0.31% | Add +0.7% | 19,166 | $1.1M |
| Richardson Financial Services Inc. | 0.68% | Reduce -2.5% | 19,087 | $1.1M |
| Money Concepts Capital Corp. | 0.07% | Add +9.7% | 18,865 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.35% | Reduce -16.4% | 18,861 | $1.1M |
| Lifeworks Advisors, LLC | 0.14% | Reduce -0.6% | 18,404 | $1.1M |
| BIP Wealth, LLC | 0.05% | Reduce -8.0% | 18,103 | $1.0M |
| Arkadios Wealth Advisors | 0.03% | Add +4.4% | 18,046 | $1.0M |
| Evernest Financial Advisors, LLC | 0.29% | Add +0.8% | 17,996 | $1.0M |
| Hobbs Group Advisors, LLC | 0.32% | Add +0.0% | 17,905 | $1.0M |
| Comprehensive Money Management Services LLC | 0.72% | Reduce -0.2% | 17,850 | $1.0M |
| National Wealth Management Group, LLC | 0.38% | Reduce -2.8% | 17,766 | $1.0M |
| Kavar Capital Partners Group, LLC | 0.13% | Add +0.0% | 17,512 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 17,270 | $988K |
| Cape Cod Five Cents Savings Bank | 0.09% | No change | 17,963 | $982K |
| BCS Wealth Management | 0.22% | Add +12.9% | 17,038 | $974K |
| Franklin Resources Inc. | 0.00% | No change | 17,021 | $973K |
| Capital Management Associates, Inc | 0.26% | Add +0.3% | 17,001 | $972K |
| Financial Management Network Inc. | 0.16% | Add +0.2% | 16,605 | $959K |
| Compound Planning, Inc. | 0.03% | Add +0.8% | 16,583 | $948K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -8.6% | 16,440 | $940K |
| Orin Green Financial, LLC | 0.37% | Add +1.6% | 16,367 | $936K |
| Trilogy Capital Inc. | 0.04% | Reduce -59.5% | 16,286 | $931K |
| Duncker Streett & Co. Inc. | 0.16% | No change | 16,256 | $930K |
| Trinity Wealth Management, LLC | 0.34% | Reduce -0.3% | 16,050 | $918K |
| World Investment Advisors | 0.02% | Add +7.8% | 16,049 | $918K |
| River Street Advisors LLC | 0.35% | Reduce -0.1% | 16,006 | $915K |
| Brand Asset Management Group, Inc. | 0.25% | New | 15,791 | $903K |
| Krilogy Financial LLC | 0.03% | New | 15,773 | $896K |
| Tidemark, LLC | 0.26% | Reduce -4.0% | 15,613 | $893K |
| Denver Wealth Management, Inc. | 0.32% | Add +0.3% | 15,411 | $881K |
| WorthPointe, LLC | 0.33% | Add +4.2% | 15,387 | $880K |
| High Probability Advisors, LLC | 0.12% | Reduce -8.6% | 15,343 | $877K |
| Retirement Planning Co of New England, Inc. | 0.35% | Reduce -1.8% | 15,305 | $875K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.3% | 15,299 | $875K |
| Strategic Financial Planning, Inc. | 0.51% | Add +40.5% | 15,247 | $872K |
| Worth Financial Advisory Group, LLC | 0.49% | Add +10.5% | 15,201 | $869K |
| Second Line Capital, LLC | 0.18% | Reduce -3.6% | 15,158 | $867K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -97.6% | 15,082 | $863K |
| Fusion Family Wealth, LLC | 0.06% | No change | 14,891 | $852K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -2.7% | 14,849 | $849K |
| Sollinda Capital Management LLC | 0.23% | Reduce -34.7% | 14,825 | $848K |
| Balefire, LLC | 0.17% | Reduce -5.5% | 14,733 | $843K |
| Empower Advisory Group, LLC | 0.00% | Add +4.2% | 14,676 | $839K |
| Grey Ledge Advisors, LLC | 0.19% | Add +3.0% | 14,540 | $832K |
| Ranch Capital Advisors Inc. | 0.32% | Reduce -0.1% | 14,489 | $829K |
| Aldebaran Financial Inc. | 0.82% | Add +4.5% | 14,380 | $822K |
| Sachetta, LLC | 0.31% | Add +0.3% | 14,377 | $822K |
| Ethos Financial Group, LLC | 0.06% | No change | 14,276 | $816K |
| Novus Advisors, LLC | 1.86% | Add +1.9% | 14,150 | $809K |
| HORAN Wealth, LLC | 0.13% | New | 14,051 | $804K |
| Global Financial Private Client, LLC | 0.29% | Add +15.1% | 14,036 | $803K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 14,024 | $802K |
| Watershed Private Wealth LLC | 0.25% | Reduce -6.6% | 14,018 | $802K |
| Arkansas Financial Group, Inc. | 0.12% | Reduce -3.4% | 13,953 | $798K |
| Bessemer Group Inc. | 0.00% | Add +55.9% | 13,821 | $790K |
| VestGen Advisors, LLC | 0.03% | Reduce -16.8% | 13,709 | $784K |
| Advisory Alpha, LLC | 0.02% | Reduce -2.9% | 13,586 | $781K |
| International Assets Investment Management, LLC | 0.06% | No change | 14,165 | $780K |
| White Pine Capital LLC | 0.22% | No change | 13,511 | $773K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +46.9% | 13,407 | $767K |
| Fortitude Family Office, LLC | 0.21% | Reduce -1.7% | 13,374 | $765K |
| MGB Wealth Management, LLC | 0.22% | Add +0.0% | 13,345 | $763K |
| Sage Mountain Advisors LLC | 0.04% | Reduce -5.6% | 13,330 | $762K |
| Breakwater Capital Group | 0.11% | Add +25.4% | 13,301 | $761K |
| Smith, Moore & Co. | 0.06% | No change | 13,244 | $757K |
| Park Place Capital Corp | 0.16% | Add +32.3% | 13,241 | $757K |
| ERn Financial, LLC | 0.15% | Add +2.7% | 12,992 | $743K |
| Mattson Financial Services, LLC | 0.18% | Add +178.0% | 12,939 | $740K |
| Valpey Financial Services, LLC | 0.48% | Reduce -1.0% | 12,925 | $739K |
| F/m Investments LLC | 0.03% | Reduce -2.5% | 12,812 | $733K |
| Vawter Financial, Ltd. | 0.33% | New | 12,747 | $729K |
| Ascent Group, LLC | 0.03% | Reduce -1.9% | 12,737 | $728K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -2.4% | 12,415 | $710K |
| Arete Wealth Advisors, LLC | 0.04% | Add +36.0% | 12,359 | $705K |
| Twin Focus Capital Partners, LLC | 0.09% | No change | 12,200 | $698K |
| Drucker Wealth 3.0, LLC | 0.12% | Reduce -1.8% | 12,129 | $694K |
| Anfield Capital Management, LLC | 0.20% | No change | 11,859 | $678K |
| Stegent Equity Advisors, Inc. | 0.55% | Reduce -21.8% | 11,843 | $677K |
| Maridea Wealth Management LLC | 0.11% | New | 11,816 | $676K |
| Taylor & Morgan Wealth Management, LLC | 0.41% | Add +53.1% | 11,725 | $671K |
| PFG Advisors | 0.03% | Reduce -5.3% | 11,703 | $669K |
| HBK Sorce Advisory LLC | 0.02% | Add +0.1% | 11,688 | $667K |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.8% | 11,528 | $659K |
| Securian Asset Management, Inc. | 0.02% | Add +43.8% | 11,500 | $658K |
| Comerica Bank | 0.00% | Add +1.9% | 11,470 | $656K |
| Courier Capital LLC | 0.04% | Add +3.9% | 11,247 | $643K |
| Jump Financial, LLC | 0.01% | Reduce -79.2% | 11,150 | $638K |
| Bank of Montreal | 0.00% | Add +0.2% | 11,110 | $635K |
| Investment Planning Advisors, Inc. | 0.20% | Reduce -0.7% | 11,106 | $635K |
| Medallion Wealth Advisors, LLC | 0.22% | Reduce -1.2% | 10,983 | $628K |
| Synergy Asset Management, LLC | 0.02% | Add +200.0% | 11,273 | $624K |
| Davis R M Inc. | 0.01% | New | 10,851 | $621K |
| Revolve Wealth Partners, LLC | 0.07% | No change | 10,630 | $608K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 10,488 | $600K |
| Natixis Advisors, LLC | 0.00% | New | 10,309 | $590K |
| Charter Oak Capital Management, LLC | 0.05% | Reduce -0.4% | 10,254 | $586K |
| International Private Wealth Advisors LLC | 0.37% | Add +6.0% | 10,227 | $585K |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.8% | 10,211 | $584K |
| Legacy Edge Advisors, LLC | 0.07% | New | 10,184 | $582K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -15.2% | 10,169 | $582K |
| Renaissance Technologies | 0.00% | Reduce -60.5% | 10,100 | $578K |
| Narus Financial Partners, LLC | 0.16% | Add +6.5% | 10,085 | $577K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -2.1% | 10,028 | $574K |
| Leslie Global Wealth, LLC | 0.27% | Reduce -24.5% | 9,992 | $571K |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.7% | 9,913 | $567K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +10.3% | 9,793 | $560K |
| Coppell Advisory Solutions LLC | 0.06% | Reduce -22.6% | 9,659 | $552K |
| L2 Asset Management, LLC | 0.08% | Add +59.3% | 9,485 | $542K |
| Goldstein Advisors, LLC | 0.07% | Add +0.5% | 9,452 | $541K |
| Tyche Wealth Partners LLC | 0.09% | Reduce -2.3% | 9,441 | $540K |
| Barnes Wealth Management Group, Inc | 0.30% | Add +7.4% | 9,402 | $538K |
| Advisor Resource Council | 0.72% | Add +69.0% | 9,377 | $536K |
| Colton Groome Financial Advisors, LLC | 0.16% | Add +0.1% | 9,369 | $536K |
| Hidden Cove Wealth Management, LLC | 0.35% | No change | 9,297 | $532K |
| Lutz Financial Services LLC | 0.04% | No change | 9,264 | $530K |
| Belpointe Asset Management LLC | 0.02% | Add +35.0% | 9,235 | $528K |
| Gen-Wealth Partners Inc | 0.18% | New | 9,199 | $526K |
| Old Second National Bank of Aurora | 0.11% | Reduce -0.5% | 9,095 | $520K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -49.7% | 9,087 | $520K |
| Midwest Financial Network, LLC | 0.42% | Add +34.6% | 9,031 | $517K |
| Motco | 0.05% | No change | 9,028 | $516K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.0% | 8,896 | $509K |
| Commerce Bank | 0.00% | Add +30.9% | 8,754 | $501K |
| Ironwood Wealth Management, LLC. | 0.17% | Reduce -1.0% | 8,750 | $500K |
| Outlook Wealth Advisors, LLC | 0.12% | Reduce -2.1% | 8,721 | $499K |
| DAVENPORT & Co LLC | 0.00% | Add +16.8% | 8,687 | $497K |
| Americana Partners, LLC | 0.01% | No change | 8,631 | $494K |
| Destination Wealth Management | 0.01% | Reduce -3.0% | 8,578 | $491K |
| Lockerman Financial Group, Inc. | 0.62% | Add +0.3% | 8,557 | $489K |
| Fourth Dimension Wealth, LLC | 0.19% | Reduce -2.4% | 8,519 | $487K |
| Flagship Private Wealth, LLC | 0.19% | Add +2.2% | 8,430 | $482K |
| Savvy Advisors, Inc. | 0.02% | Add +109.0% | 8,429 | $482K |
| Neuberger Berman Group LLC | 0.00% | Add +10.8% | 8,424 | $482K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.5% | 8,423 | $482K |
| Claro Advisors Inc. | 0.07% | Reduce -5.5% | 8,376 | $479K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -0.7% | 8,337 | $477K |
| Precision Wealth Strategies, LLC | 0.15% | Reduce -14.5% | 8,300 | $475K |
| Garrett Wealth Advisory Group, LLC | 0.09% | Add +6.7% | 8,192 | $468K |
| Baird Financial Group, Inc. | 0.00% | Add +9.2% | 8,127 | $465K |
| Falcon Wealth Planning | 0.04% | Reduce -0.1% | 8,022 | $459K |
| Landmark Wealth Management, LLC | 0.18% | Add +6.5% | 7,997 | $457K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 7,870 | $450K |
| Tru Independence Asset Management 2, LLC | 0.30% | Reduce -24.8% | 7,862 | $450K |
| Clearstead Advisors, LLC | 0.01% | Reduce -19.7% | 7,835 | $448K |
| Laraway Financial Advisors Inc | 0.31% | Add +16.4% | 7,834 | $448K |
| SMI Advisory Services, LLC | 0.08% | Reduce -4.4% | 7,717 | $445K |
| Evoke Wealth, LLC | 0.01% | No change | 7,707 | $441K |
| Harbor Investment Advisory, LLC | 0.04% | Add +0.5% | 7,657 | $438K |
| Sfm, LLC | 0.25% | No change | 7,540 | $431K |
| Curi Capital, LLC | 0.01% | No change | 7,368 | $421K |
| Apella Capital, LLC | 0.01% | Reduce -1.5% | 7,463 | $421K |
| Caitlin John, LLC | 0.29% | Add +37.8% | 7,351 | $420K |
| Independent Wealth Network Inc. | 0.14% | Reduce -1.7% | 7,340 | $420K |
| Valtinson Bruner Financial Planning LLC | 0.12% | Reduce -1.0% | 7,309 | $418K |
| Flputnam Investment Management Co. | 0.01% | Reduce -1.3% | 7,308 | $418K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 7,275 | $416K |
| Opulen Financial Group LLC | 0.31% | Reduce -1.3% | 7,260 | $415K |
| Absher Wealth Management, LLC | 0.05% | New | 7,251 | $415K |
| Westside Investment Management, Inc. | 0.07% | Add +1129.9% | 7,195 | $413K |
| Mystic Asset Management, Inc. | 0.09% | Add +9.0% | 7,171 | $410K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.1% | 7,142 | $408K |
| Creative Financial Designs Inc. | 0.03% | Reduce -44.9% | 7,103 | $406K |
| Estate Counselors, LLC | 0.03% | No change | 7,030 | $402K |
| Thompson Davis & Co., Inc. | 0.25% | No change | 6,950 | $397K |
| Texas Yale Capital Corp. | 0.01% | Reduce -2.8% | 6,950 | $397K |
| Sigma Planning Corp | 0.01% | Reduce -13.2% | 6,923 | $396K |
| Silverlake Wealth Management LLC | 0.10% | Reduce -9.1% | 6,909 | $395K |
| Brighton Jones LLC | 0.01% | Reduce -2.0% | 6,874 | $393K |
| Zacks Investment Management | 0.00% | Add +49.1% | 6,859 | $392K |
| Stablepoint Partners, LLC | 0.06% | No change | 6,837 | $391K |
| Sentinel Pension Advisors, LLC | 0.06% | Add +0.3% | 6,789 | $388K |
| Marion Wealth Management | 0.09% | Add +2.0% | 6,689 | $383K |
| Worth Asset Management, LLC | 0.17% | Add +42.1% | 6,641 | $380K |
| Fiduciary Alliance LLC | 0.03% | Add +44.0% | 6,625 | $379K |
| Iams Wealth Management, LLC | 0.15% | Add +2.4% | 6,601 | $378K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 6,566 | $376K |
| Investmark Advisory Group LLC | 0.16% | No change | 6,534 | $374K |
| American Money Management, LLC | 0.06% | Reduce -3.4% | 6,505 | $372K |
| Nwam LLC | 0.02% | Add +10.2% | 6,471 | $370K |
| Harmony Asset Management LLC | 0.12% | Reduce -3.4% | 6,315 | $361K |
| Values Added Financial LLC | 0.16% | Reduce -0.0% | 6,118 | $350K |
| Legacy Financial Strategies, LLC | 0.06% | Add +0.1% | 6,098 | $349K |
| Beckerman Institutional, LLC | 0.20% | No change | 6,081 | $348K |
| Wealth Advisors of Tampa Bay, LLC | 0.12% | No change | 6,080 | $348K |
| Spinnaker Investment Group, LLC | 0.06% | New | 5,968 | $341K |
| Balboa Wealth Partners | 0.06% | Reduce -0.9% | 5,956 | $341K |
| Diversify Wealth Management, LLC | 0.02% | Add +0.3% | 5,981 | $340K |
| Vertex Planning Partners, LLC | 0.07% | No change | 5,926 | $339K |
| Sovereign Financial Group, Inc. | 0.06% | Add +1.1% | 5,916 | $338K |
| NorthRock Partners, LLC | 0.01% | New | 5,903 | $338K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.8% | 5,847 | $334K |
| Scarborough Advisors, LLC | 0.06% | Reduce -16.5% | 5,836 | $334K |
| Advisors Capital Management, LLC | 0.00% | New | 5,801 | $332K |
| Alliancebernstein L.P. | 0.00% | New | 5,680 | $325K |
| Precedent Wealth Partners, LLC | 0.07% | No change | 5,638 | $322K |
| Orion Capital Management LLC | 0.11% | No change | 5,615 | $321K |
| Sowell Financial Services LLC | 0.01% | Add +5.3% | 5,608 | $321K |
| APS Management Group, Inc. | 0.28% | — | 5,539 | $317K |
| Astoria Portfolio Advisors LLC. | 0.08% | No change | 5,483 | $316K |
| Foundations Investment Advisors, LLC | 0.00% | Add +8.1% | 5,452 | $312K |
| Matauro, LLC | 0.05% | Add +0.3% | 5,443 | $311K |
| Canvas Wealth Advisors, LLC | 0.06% | Reduce -64.7% | 5,372 | $310K |
| BridgePort Financial Solutions, LLC | 0.08% | Add +0.3% | 5,369 | $307K |
| Truepoint, Inc. | 0.01% | Add +0.2% | 5,364 | $307K |
| National Philanthropic Trust | 0.00% | No change | 5,325 | $305K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -4.9% | 5,322 | $304K |
| Acorn Wealth Advisors, LLC | 0.10% | Add +0.6% | 5,309 | $304K |
| MAI Capital Management | 0.00% | Reduce -36.8% | 5,293 | $303K |
| WealthPLAN Partners, LLC | 0.04% | Add +0.3% | 5,230 | $299K |
| USAdvisors Wealth Management, LLC | 0.10% | Reduce -1.5% | 5,226 | $298K |
| Milestone Asset Management Group, LLC | 0.19% | New | 5,168 | $296K |
| Roman Butler Fullerton & Co. | 0.08% | Add +0.2% | 5,167 | $295K |
| Ironwood Financial, llc | 0.05% | No change | 5,155 | $295K |
| SageView Advisory Group, LLC | 0.01% | Add +2.1% | 5,140 | $294K |
| Continuum Advisory, LLC | 0.03% | Reduce -4.7% | 5,135 | $294K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 5,100 | $292K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.4% | 5,078 | $290K |
| Hilltop Holdings Inc. | 0.02% | Reduce -8.6% | 5,068 | $290K |
| Diligent Investors, LLC | 0.07% | Add +0.0% | 5,064 | $290K |
| Mattern Wealth Management LLC | 0.06% | No change | 4,906 | $281K |
| Eclectic Associates Inc. | 0.05% | Reduce -3.4% | 4,902 | $280K |
| PCG Wealth Advisors, LLC | 0.08% | No change | 4,839 | $277K |
| Optimist Retirement Group LLC | 0.12% | Add +0.1% | 4,810 | $275K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.0% | 4,782 | $273K |
| Focus Financial Network, Inc. | 0.01% | New | 4,773 | $273K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 4,647 | $266K |
| Midwestern Financial, LLC | 0.23% | Add +0.3% | 4,589 | $262K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -20.9% | 4,568 | $261K |
| KPP Advisory Services LLC | 0.04% | Add +6.2% | 4,564 | $261K |
| Spectrum Planning & Advisory Services Inc. | 0.15% | Reduce -1.0% | 4,561 | $261K |
| Latitude Advisors, LLC | 0.12% | Reduce -18.5% | 4,535 | $259K |
| Goodman Financial Corp | 0.05% | Reduce -38.2% | 4,526 | $259K |
| Consolidated Portfolio Review Corp | 0.03% | Reduce -0.4% | 4,381 | $251K |
| Five Oceans Advisors | 0.09% | Reduce -9.5% | 4,361 | $249K |
| Tranquility Partners, LLC | 0.08% | Reduce -6.7% | 4,288 | $245K |
| Dynamic Financial Group | 0.21% | Add +12.2% | 4,288 | $245K |
| ForthRight Wealth Management, LLC | 0.07% | Add +0.4% | 4,272 | $244K |
| Ballentine Partners, LLC | 0.00% | No change | 4,247 | $243K |
| Capital CS Group, LLC | 0.40% | Add +8.3% | 4,239 | $242K |
| SigFig Wealth Management, LLC | 0.01% | Add +1.8% | 4,229 | $242K |
| Brown Advisory Inc. | 0.00% | Add +0.4% | 4,209 | $241K |
| WFA of San Diego, LLC | 0.16% | No change | 4,176 | $239K |
| Trexquant Investment LP | 0.00% | New | 4,170 | $238K |
| Meridian Wealth Management, LLC | 0.01% | Add +4.9% | 4,161 | $238K |
| Rialto Wealth Management, LLC | 0.06% | Add +1.1% | 4,147 | $237K |
| Old Port Advisors | 0.06% | No change | 4,128 | $236K |
| Inman Jager Wealth Management, LLC | 0.15% | New | 4,097 | $234K |
| Venture Visionary Partners LLC | 0.01% | Add +3.5% | 4,067 | $233K |
| Altrius Capital Management Inc | 0.05% | Reduce -0.5% | 4,043 | $231K |
| Principal Securities, Inc. | 0.00% | Add +4.0% | 4,039 | $231K |
| Round Rock Advisors LLC | 0.04% | Reduce -0.0% | 4,025 | $230K |
| Convergence Financial, LLC | 0.03% | Add +0.1% | 4,025 | $230K |
| Acropolis Investment Management, LLC | 0.01% | No change | 4,212 | $229K |
| True North Advisors, LLC | 0.04% | No change | 3,992 | $228K |
| MSH Capital Advisors LLC | 0.06% | New | 3,966 | $227K |
| Capstone Wealth Management Group, LLC | 0.10% | Reduce -22.0% | 3,949 | $226K |
| Financial Freedom, LLC | 0.11% | Reduce -26.1% | 3,844 | $220K |
| Norden Group LLC | 0.02% | New | 3,841 | $220K |
| October Effect Ltd | 0.24% | Reduce -2.2% | 3,812 | $218K |
| Procyon Advisors, LLC | 0.01% | Reduce -1.5% | 3,808 | $218K |
| US Bancorp \de | 0.00% | Add +24.9% | 3,802 | $217K |
| Headinvest, LLC | 0.04% | Reduce -5.6% | 3,770 | $216K |
| Denver PWM, LLC | 0.07% | No change | 3,953 | $215K |
| Grey Fox Wealth Advisors, LLC | 0.04% | Add +0.3% | 3,745 | $214K |
| Magnolia Private Wealth, LLC | 0.16% | Reduce -4.0% | 3,742 | $214K |
| Guardian Wealth Advisors, LLC | 0.12% | Reduce -3.3% | 3,725 | $213K |
| Fairview Capital Investment Management, LLC | 0.01% | New | 3,720 | $213K |
| Vestment Financial LLC | 0.12% | No change | 3,679 | $211K |
| Client 1ST Advisory Group, LLC | 0.07% | New | 3,674 | $210K |
| Absolute Capital Management, LLC | 0.09% | New | 3,667 | $210K |
| HB Wealth Management, LLC | 0.00% | New | 3,658 | $209K |
| Kovack Advisors, Inc. | 0.02% | New | 3,631 | $208K |
| Signaturefd, LLC | 0.00% | Add +7.7% | 3,459 | $198K |
| Arlington Trust Co LLC | 0.04% | No change | 3,436 | $197K |
| Lanark Financial, Inc. | 0.01% | Add +3.0% | 3,378 | $193K |
| Phillips Financial Management, LLC | 0.01% | No change | 3,195 | $183K |
| JDM Financial Group LLC | 0.08% | Add +0.0% | 3,187 | $182K |
| NFSG Corp | 0.03% | Add +0.3% | 3,166 | $181K |
| Keener Financial Planning LLC | 0.08% | No change | 3,027 | $173K |
| Evolution Wealth Management Inc. | 0.17% | Reduce -14.2% | 2,982 | $171K |
| Richard W. Paul & Associates, LLC | 0.05% | Add +1.3% | 2,814 | $161K |
| CX Institutional | 0.00% | Add +38.8% | 2,790 | $160K |
| Russell Investments Group, Ltd. | 0.00% | No change | 2,617 | $150K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +1387.1% | 2,543 | $145K |
| Front Row Advisors LLC | 0.05% | No change | 2,491 | $142K |
| Smartleaf Asset Management LLC | 0.01% | Add +42.4% | 2,474 | $141K |
| GGM Financial LLC | 0.06% | New | 2,116 | $121K |
| Longview Financial Advisors LLC | 0.07% | New | 2,007 | $115K |
| SYM FINANCIAL Corp | 0.01% | New | 2,000 | $114K |
| Centaurus Financial, Inc. | 0.01% | Reduce -95.9% | 1,954 | $112K |
| Parallel Advisors, LLC | 0.00% | Reduce -15.7% | 1,902 | $109K |
| Whittier Trust Co. | 0.00% | No change | 1,851 | $107K |
| Hilltop National Bank | 0.03% | No change | 1,776 | $102K |
| Team Financial Group, LLC | 0.04% | Reduce -3.4% | 1,635 | $94K |
| Paladin Advisory Group, LLC | 0.07% | Reduce -15.6% | 1,634 | $93K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 1,620 | $93K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +23.1% | 1,600 | $91K |
| Spire Wealth Management | 0.00% | Reduce -20.9% | 1,513 | $87K |
| MJT & Associates Financial Advisory Group, Inc. | 0.07% | Reduce -25.2% | 1,506 | $86K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -5.2% | 1,280 | $74K |
| WealthShield Partners, LLC | 0.01% | Add +0.3% | 1,243 | $71K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.0% | 1,237 | $71K |
| Graney & King, LLC | 0.05% | Reduce -32.6% | 1,148 | $66K |
| Toth Financial Advisory Corp. | 0.01% | New | 1,132 | $65K |
| JFS Wealth Advisors, LLC | 0.00% | Add +6.4% | 1,082 | $62K |
| American National Bank & Trust | 0.01% | No change | 1,059 | $61K |
| Cape Investment Advisory, Inc. | 0.06% | Add +15.7% | 1,004 | $57K |
| Rossmore Private Capital | 0.01% | New | 977 | $56K |
| Legacy Wealth Managment, LLC | 0.03% | Reduce -4.1% | 975 | $56K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 953 | $55K |
| Millstone Evans Group, LLC | 0.03% | No change | 900 | $51K |
| Ancora Advisors LLC | 0.00% | No change | 806 | $46K |
| Rothschild Investment LLC | 0.00% | Add +0.3% | 729 | $42K |
| IMA Advisory Services, Inc. | 0.00% | New | 700 | $40K |
| Root Financial Partners, LLC | 0.00% | New | 663 | $38K |
| Winch Advisory Services, LLC | 0.01% | Add +0.3% | 638 | $36K |
| Guerra Advisors Inc | 0.01% | New | 616 | $35K |
| DecisionPoint Financial, LLC | 0.01% | No change | 612 | $35K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +145.8% | 590 | $34K |
| Hantz Financial Services, Inc. | 0.00% | Add +15.2% | 577 | $33K |
| Bernard Wealth Management Corp. | 0.01% | New | 565 | $32K |
| Sittner & Nelson, LLC | 0.01% | No change | 565 | $32K |
| CENTRAL TRUST Co | 0.00% | Add +0.5% | 557 | $32K |
| Compass Financial Services Inc | 0.01% | Add +0.4% | 551 | $32K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.4% | 511 | $29K |
| LRI Investments, LLC | 0.00% | No change | 509 | $29K |
| National Bank of Canada | 0.00% | No change | 500 | $29K |
| Hopwood Financial Services, Inc. | 0.02% | No change | 488 | $28K |
| Center for Financial Planning, Inc. | 0.00% | No change | 481 | $28K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 460 | $26K |
| Ballast Advisors LLC | 0.01% | New | 455 | $26K |
| ORG Partners LLC | 0.00% | New | 430 | $25K |
| Essential Partners LLC | 0.01% | No change | 428 | $24K |
| Sunbelt Securities, Inc. | 0.00% | No change | 425 | $24K |
| Crewe Advisors LLC | 0.00% | No change | 352 | $20K |
| Stone House Investment Management, LLC | 0.00% | Add +482.8% | 338 | $19K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | Add +28.4% | 330 | $19K |
| Main Street Group, LTD | 0.01% | No change | 323 | $18K |
| Security National Bank | 0.00% | New | 311 | $18K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Reduce -61.4% | 277 | $16K |
| Creekmur Asset Management LLC | 0.00% | No change | 274 | $16K |
| North Ridge Wealth Advisors, Inc. | 0.01% | Add +4.2% | 271 | $15K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 235 | $13K |
| Deane Retirement Strategies, Inc. | 0.00% | New | 201 | $11K |
| Oakworth Capital, Inc. | 0.00% | No change | 199 | $11K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 190 | $11K |
| Topsail Wealth Management, LLC | 0.00% | New | 189 | $11K |
| Collier Financial | 0.01% | — | 170 | $10K |
| Coston, McIsaac & Partners | 0.00% | No change | 169 | $9K |
| HFM Investment Advisors, LLC | 0.00% | Add +2.6% | 156 | $9K |
| Bfsg, LLC | 0.00% | Add +10.4% | 138 | $8K |
| Biltmore Family Office, LLC | 0.00% | No change | 136 | $8K |
| Clayton Financial Group LLC | 0.01% | New | 131 | $7K |
| Covestor Ltd | 0.00% | Add +4.8% | 131 | $7K |
| Financial Consulate, Inc. | 0.00% | New | 118 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 116 | $7K |
| Maseco LLP | 0.00% | Add +2675.0% | 111 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +18.1% | 111 | $6K |
| Cloud Capital Management, LLC | 0.00% | New | 118 | $6K |
| REAP Financial Group, LLC | 0.00% | No change | 103 | $6K |
| Investors Research Corp | 0.00% | New | 101 | $6K |
| CVA Family Office, LLC | 0.00% | New | 100 | $6K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 90 | $5K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 90 | $5K |
| Breakwater Investment Management | 0.00% | No change | 90 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 90 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 88 | $5K |
| Tortoise Investment Management, LLC | 0.00% | New | 87 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 85 | $5K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 82 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | Add +4.0% | 78 | $4K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 70 | $4K |
| Woodside Wealth Management LLC | 0.00% | No change | 66 | $4K |
| IMG Wealth Management, Inc. | 0.00% | Reduce -27.6% | 63 | $4K |
| Glenmede Investment Management, LP | 0.00% | New | 62 | $4K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 55 | $3K |
| Johnson Financial Group, Inc. | 0.00% | No change | 54 | $3K |
| Tucker Asset Management LLC | 0.00% | Reduce -36.6% | 45 | $3K |
| Community Bank, N.A. | 0.00% | No change | 45 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 43 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 27 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 24 | $1K |
| Archer Investment Corp | 0.00% | No change | 24 | $1K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 23 | $1K |
| Fortis Group Advisors, LLC | 0.00% | No change | 20 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +216.7% | 19 | $1K |
| Realta Investment Advisors | 0.00% | No change | 18 | $1K |
| Blume Capital Management, Inc. | 0.00% | New | 15 | $858 |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 14 | $801 |
| Heritage Wealth Advisors | 0.00% | New | 13 | $743 |
| Affinity Wealth LLC | 0.00% | Reduce -90.7% | 10 | $572 |
| EPG Wealth Management LLC | 0.00% | New | 10 | $572 |
| Cheviot Value Management, LLC | 0.00% | Reduce -40.0% | 9 | $518 |
| Wagner Wealth Management, LLC | 0.00% | New | 5 | $286 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 5 | $286 |
| Investment Research & Advisory Group, Inc. | 0.00% | Add +100.0% | 2 | $115 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $57 |
| Activest Wealth Management | 0.00% | New | 1 | $57 |
| Fairway Wealth LLC | 0.00% | No change | 1 | $57 |
| 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.