SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q4 2025 (December 31)798holders +65
67new positions
38sold out
2famous investors
$57.96avg. 13F price*
At the end of Q4 2025, 798 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings, up 65 from Q3 2025. 67 opened new positions and 38 sold out. The largest holders were Creative Planning ($5.4B), Betterment LLC ($1.2B) and LPL Financial LLC ($743.8M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR P S&P 400 Midcap ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $46.5M |
| Exits | 38 | $168.6M |
All 13F filers, Q3 2025 → Q4 2025: 21,525,690 shares bought and 8,416,482 shares sold, net +13,109,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 798 holders
| Creative Planning | 3.84% | Add +5.3% | 92,668,609 | $5.4B |
| Betterment LLC | 2.33% | Add +5.1% | 21,151,161 | $1.2B |
| LPL Financial LLC | 0.20% | Add +1.4% | 12,844,472 | $743.8M |
| Morgan Stanley | 0.03% | Add +208.0% | 9,824,255 | $568.9M |
| Valmark Advisers, Inc. | 5.03% | Add +3.0% | 7,041,736 | $407.8M |
| Cwm, LLC | 0.56% | Reduce -24.1% | 3,590,731 | $207.9M |
| Texas Permanent School Fund Corp. | 7.93% | Add +0.4% | 2,994,283 | $173.4M |
| AlTi Global, Inc. | 3.71% | Reduce -4.2% | 2,985,544 | $172.9M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -9.6% | 2,864,656 | $165.9M |
| Facet Wealth, Inc. | 2.71% | Reduce -13.6% | 2,515,602 | $153.3M |
| HighTower Advisors, LLC | 0.13% | Reduce -39.5% | 2,015,678 | $116.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +21.5% | 1,959,117 | $113.5M |
| Bank of America Corp. | 0.01% | Reduce -12.2% | 1,954,792 | $113.2M |
| First Command Advisory Services, Inc. | 0.64% | Add +21.2% | 1,590,578 | $92.1M |
| Mason Street Advisors, LLC | 9.04% | Add +16.5% | 1,587,390 | $91.9M |
| Osaic Holdings, Inc. | 0.13% | Reduce -0.6% | 1,530,807 | $88.7M |
| UBS Group AG | 0.02% | Add +1.8% | 1,459,420 | $84.5M |
| Hancock Prospecting Pty Ltd | 2.51% | No change | 1,410,470 | $81.7M |
| Auto-Owners Insurance Co | 1.62% | Add +27.9% | 1,330,000 | $77.0M |
| Hills Bank & Trust Co | 4.31% | Add +1.9% | 1,278,725 | $74.1M |
| United Capital Financial Advisors, LLC | 0.45% | Add +20.3% | 1,276,484 | $73.9M |
| Wells Fargo & Company | 0.01% | Add +54.1% | 1,208,337 | $70.0M |
| National Bank of Canada | 0.07% | Add +234100.0% | 1,171,000 | $67.8M |
| Cornerstone Wealth Management, LLC | 3.36% | Add +1.6% | 1,115,038 | $64.6M |
| Wealthcare Advisory Partners LLC | 1.27% | Add +4.8% | 1,114,253 | $64.5M |
| AlphaStar Capital Management, LLC | 4.02% | Add +28.1% | 945,434 | $54.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.2% | 906,463 | $52.5M |
| JNBA Financial Advisors | 4.48% | Add +2.8% | 885,173 | $51.3M |
| Koss-Olinger Consulting, LLC | 3.97% | Add +2.0% | 884,396 | $51.2M |
| Vicus Capital | 3.83% | Add +37.0% | 880,602 | $51.0M |
| Private Advisor Group, LLC | 0.24% | Reduce -3.3% | 872,484 | $50.5M |
| Greenleaf Trust | 0.43% | Add +1293.2% | 801,325 | $46.4M |
| Royal Bank of Canada | 0.01% | Add +3.7% | 794,749 | $46.0M |
| HHM Wealth Advisors, LLC | 5.34% | Reduce -3.4% | 781,091 | $45.2M |
| 1900 Wealth Management LLC | 2.76% | Add +7.5% | 743,705 | $43.1M |
| Peterson Wealth Advisors, LLC | 5.68% | Add +0.3% | 735,546 | $42.6M |
| RKL Wealth Management LLC | 3.39% | Add +19.7% | 712,175 | $41.2M |
| Retirement Income Solutions, Inc. | 6.90% | Add +13.7% | 702,621 | $40.7M |
| Blair William & Co. | 0.11% | Add +2.1% | 691,040 | $40.0M |
| Great Valley Advisor Group, Inc. | 0.76% | Add +4.1% | 682,016 | $39.5M |
| Farther Finance Advisors, LLC | 0.42% | Add +14.3% | 669,570 | $38.8M |
| Thrivent Financial for Lutherans | 0.07% | Add +4299.0% | 663,452 | $38.4M |
| Impact Partnership Wealth, LLC | 4.76% | Add +11.0% | 641,279 | $37.1M |
| Composition Wealth, LLC | 0.52% | Add +18.2% | 631,056 | $36.5M |
| Bokf, NA | 0.49% | Reduce -0.8% | 553,900 | $32.1M |
| Atlas Private Wealth Advisors | 7.45% | Add +4.7% | 550,454 | $31.9M |
| Equitable Holdings, Inc. | 0.21% | Add +8.7% | 525,998 | $30.5M |
| Raymond James Financial Inc. | 0.01% | Add +19.5% | 503,960 | $29.2M |
| MML Investors Services, LLC | 0.07% | Add +7.9% | 495,167 | $28.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.3% | 463,832 | $28.0M |
| Oarsman Capital, Inc. | 3.63% | Add +10.2% | 482,998 | $28.0M |
| Corient Private Wealth LP | 0.04% | Add +4.4% | 472,712 | $27.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.95% | Add +5.9% | 470,304 | $27.2M |
| Global Retirement Partners, LLC | 0.48% | Reduce -1.7% | 468,852 | $27.2M |
| Cahaba Wealth Management, Inc. | 1.82% | Add +3.3% | 451,746 | $26.2M |
| St Germain D J Co. Inc. | 1.00% | Add +3.7% | 443,821 | $25.7M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +5.1% | 434,830 | $25.2M |
| Assetmark, Inc. | 0.05% | Reduce -0.9% | 426,437 | $24.7M |
| Financial Strategies Group, Inc. | 4.41% | Add +2.1% | 403,487 | $24.4M |
| Waverly Advisors, LLC | 0.19% | Add +16.5% | 415,474 | $24.1M |
| First National Trust Co | 0.79% | Add +6.3% | 408,831 | $23.7M |
| Integrity Advisory Solutions, LLC | 3.30% | Reduce -2.5% | 396,144 | $22.9M |
| Reston Wealth Management LLC | 6.80% | Add +1.6% | 383,952 | $22.2M |
| RFG Advisory, LLC | 0.42% | Reduce -6.6% | 381,104 | $22.1M |
| Retirement Financial Solutions, LLC | 6.31% | Reduce -0.1% | 371,967 | $21.5M |
| Dakota Wealth Management | 0.37% | Reduce -17.2% | 356,874 | $20.7M |
| Ellenbecker Investment Group | 2.82% | Add +8.9% | 347,320 | $20.1M |
| Rockefeller Capital Management L.P. | 0.04% | Add +17.6% | 343,730 | $19.9M |
| Crews Bank & Trust | 2.83% | Reduce -8.8% | 341,144 | $19.8M |
| Savant Capital, LLC | 0.10% | Reduce -18.3% | 315,096 | $18.2M |
| Mariner, LLC | 0.02% | Add +6.1% | 314,417 | $18.2M |
| Geneos Wealth Management Inc. | 0.44% | Add +8.9% | 313,662 | $18.2M |
| Evermay Wealth Management LLC | 1.99% | Add +6.8% | 306,938 | $17.8M |
| Marathon Strategic Advisors, LLC | 13.32% | Add +35.1% | 301,232 | $17.4M |
| Shepherd Financial Partners LLC | 1.62% | Add +4.4% | 301,134 | $17.4M |
| Ameriprise Financial Inc. | 0.00% | Add +0.6% | 292,602 | $17.0M |
| Summit Trail Advisors, LLC | 0.29% | Reduce -2.8% | 291,177 | $16.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -17.9% | 288,069 | $16.7M |
| Financial Gravity Asset Management, Inc. | 3.20% | Add +5.5% | 287,163 | $16.6M |
| New Perspectives, Inc | 5.68% | Add +2.1% | 282,653 | $16.4M |
| Allworth Financial LP | 0.07% | Add +9.0% | 280,873 | $16.3M |
| Gladstone Institutional Advisory LLC | 0.61% | Add +28.6% | 278,812 | $16.1M |
| Penserra Capital Management LLC | 0.19% | Reduce -17.7% | 277,299 | $16.1M |
| Avior Wealth Management, LLC | 0.50% | Add +10.5% | 274,690 | $15.9M |
| Alta Wealth Advisors LLC | 5.31% | Add +5.2% | 274,510 | $15.9M |
| Cetera Investment Advisers | 0.02% | Reduce -18.3% | 266,755 | $15.4M |
| North Star Asset Management Inc. | 0.62% | Reduce -0.2% | 265,483 | $15.4M |
| Coldstream Capital Management Inc. | 0.20% | Reduce -1.6% | 263,580 | $15.3M |
| BlackRock, Inc. | 0.00% | Add +170.1% | 253,906 | $14.7M |
| Lido Advisors, LLC | 0.06% | Add +2.2% | 239,662 | $13.9M |
| Citizens & Northern Corp. | 3.38% | Add +1.4% | 235,643 | $13.6M |
| Montz Harcus Wealth Management LLC | 5.46% | Add +1.2% | 232,656 | $13.5M |
| Bensler, LLC | 1.34% | Add +9.5% | 230,749 | $13.4M |
| Fifth Third Bancorp | 0.04% | Reduce -0.2% | 230,526 | $13.3M |
| Advance Capital Management, Inc. | 0.56% | Add +1.6% | 229,709 | $13.3M |
| JPMorgan Chase & Co. | 0.00% | Add +37.0% | 229,423 | $13.3M |
| Cascade Financial Partners, LLC | 1.34% | Add +1.5% | 228,332 | $13.2M |
| IAG Wealth Partners, LLC | 1.52% | Add +5.9% | 226,396 | $13.1M |
| Focus Partners Wealth | 0.01% | Add +44.9% | 221,964 | $12.9M |
| Park Avenue Securities LLC | 0.11% | Add +8.2% | 218,396 | $12.6M |
| Higgins & Schmidt Wealth Strategies LLC | 5.96% | Add +4.3% | 217,367 | $12.6M |
| WBH Advisory Inc. | 0.90% | Reduce -0.5% | 209,498 | $12.1M |
| Moneta Group Investment Advisors LLC | 0.09% | Add +0.3% | 209,344 | $12.1M |
| TPG Financial Advisors, LLC | 3.98% | Add +15.3% | 206,071 | $11.9M |
| Waller Financial Planning Group, Inc. | 2.55% | Reduce -70.8% | 198,523 | $11.5M |
| Wrapmanager Inc. | 3.80% | Reduce -2.8% | 194,322 | $11.3M |
| Octavia Wealth Advisors, LLC | 1.06% | Add +6.6% | 192,426 | $11.1M |
| Stewardship Advisors, LLC | 2.57% | Add +86.4% | 192,018 | $11.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.3% | 188,747 | $10.9M |
| AQR Capital Management | 0.01% | Add +9.5% | 186,599 | $10.8M |
| Wealth Management Resources, Inc. | 3.80% | Reduce -1.3% | 186,518 | $10.8M |
| PSI Advisors, LLC | 2.70% | Reduce -5.7% | 185,953 | $10.8M |
| Sanctuary Advisors, LLC | 0.06% | Add +2.5% | 184,441 | $10.7M |
| NewEdge Advisors, LLC | 0.04% | Reduce -1.7% | 183,062 | $10.6M |
| Western Wealth Management, LLC | 0.49% | Reduce -4.4% | 181,980 | $10.5M |
| Zhang Financial LLC | 0.38% | Add +1.8% | 176,251 | $10.2M |
| FF Advisors,LLC | 4.51% | Add +11.3% | 174,902 | $10.1M |
| Collaborative Wealth Managment Inc. | 3.57% | Add +1.7% | 174,808 | $10.1M |
| Austin Private Wealth, LLC | 0.75% | Add +6.5% | 172,846 | $10.0M |
| Warren Street Wealth Advisors, LLC | 2.86% | Add +1.3% | 172,139 | $10.0M |
| Lumbard & Kellner, LLC | 3.45% | Reduce -5.5% | 170,262 | $9.9M |
| CGN Advisors LLC | 0.78% | Reduce -0.5% | 169,858 | $9.8M |
| Windsor Capital Management, LLC | 2.84% | Reduce -2.8% | 167,745 | $9.7M |
| XY Planning Network, Inc. | 1.69% | Add +102.5% | 167,277 | $9.7M |
| Pathstone Holdings, LLC | 0.04% | Add +0.8% | 163,586 | $9.5M |
| AlphaCore Capital LLC | 0.20% | Add +586.3% | 156,056 | $9.0M |
| Wealthspire Advisors, LLC | 0.07% | Reduce -5.0% | 155,761 | $9.0M |
| Truist Financial Corp. | 0.01% | Add +0.0% | 152,021 | $8.8M |
| Millington Financial Advisors, LLC | 3.86% | Add +1.2% | 138,433 | $8.7M |
| Cerity Partners LLC | 0.01% | Add +12.6% | 144,296 | $8.4M |
| Berkeley Capital Partners, LLC | 1.95% | Add +1.8% | 143,068 | $8.3M |
| BOK Financial Private Wealth, Inc. | 0.50% | Reduce -4.1% | 142,024 | $8.2M |
| Northern Trust Corp. | 0.00% | Reduce -23.6% | 137,324 | $8.0M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -2.3% | 136,696 | $7.9M |
| Debussy Capital Management LP | 1.04% | Add +10.9% | 132,527 | $7.7M |
| Chicago Partners Investment Group LLC | 0.19% | Add +2.2% | 124,908 | $7.6M |
| Carnegie Investment Counsel | 0.14% | Add +2.7% | 131,661 | $7.6M |
| Abound Financial, LLC | 2.90% | Reduce -2.0% | 129,478 | $7.5M |
| AF Advisors, Inc. | 2.82% | No change | 128,000 | $7.4M |
| Louisiana State Employees Retirement System | 0.13% | Reduce -1.0% | 127,900 | $7.4M |
| IHT Wealth Management, LLC | 0.18% | Add +3.5% | 127,133 | $7.4M |
| Private Wealth Group, LLC | 3.52% | Add +2.4% | 126,564 | $7.3M |
| Inspire Trust Co, N.A. | 1.19% | New | 124,891 | $7.2M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -18.8% | 124,075 | $7.2M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -15.1% | 123,576 | $7.2M |
| KWB Wealth | 0.67% | Add +13.9% | 122,666 | $7.1M |
| Modera Wealth Management, LLC | 0.08% | Reduce -2.8% | 121,039 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.6% | 120,940 | $7.0M |
| Nottingham Advisors, Inc. | 0.97% | Add +3.5% | 128,625 | $6.9M |
| Pinkerton Wealth, LLC | 0.69% | Reduce -2.6% | 117,010 | $6.8M |
| Syntegra Private Wealth Group, LLC | 0.60% | Reduce -2.3% | 112,966 | $6.5M |
| Pecaut & Co. | 2.05% | Reduce -0.9% | 109,970 | $6.4M |
| Gradient Investments LLC | 0.10% | Add +57.4% | 109,289 | $6.3M |
| Resonant Capital Advisors, LLC | 0.34% | Add +0.2% | 107,417 | $6.2M |
| Independent Financial Group, LLC | 0.14% | Add +0.3% | 105,673 | $6.1M |
| True Freedom Investing, LLC | 0.40% | New | 101,776 | $5.9M |
| Bill Few Associates, Inc. | 1.45% | Add +6.5% | 101,437 | $5.9M |
| Symphony Financial, Ltd. Co. | 0.78% | Add +1.4% | 99,132 | $5.8M |
| ODonnell Financial Services, LLC | 1.98% | Add +4.5% | 99,984 | $5.8M |
| Verus Capital Partners, LLC | 0.39% | New | 99,668 | $5.8M |
| Tennessee Valley Asset Management Partners | 0.75% | Add +5.5% | 99,312 | $5.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.6% | 99,257 | $5.7M |
| Glen Eagle Advisors, LLC | 0.76% | Add +9.3% | 96,848 | $5.6M |
| CarsonAllaria Wealth Management, Ltd. | 2.77% | Add +11.6% | 96,472 | $5.6M |
| Pachira Investments Inc. | 2.66% | Reduce -14.6% | 94,297 | $5.5M |
| CVFG LLC | 3.71% | Add +2.9% | 93,416 | $5.4M |
| Addison Capital Co | 1.33% | Add +55.5% | 92,253 | $5.3M |
| GeoWealth Management, LLC | 0.20% | Add +11.3% | 92,191 | $5.3M |
| Ausdal Financial Partners, Inc. | 0.25% | Add +3.5% | 91,249 | $5.3M |
| Hibernia Wealth Partners, LLC | 1.54% | Add +95.6% | 88,406 | $5.1M |
| HighPoint Advisor Group LLC | 0.11% | New | 87,195 | $5.0M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -39.3% | 86,468 | $5.0M |
| Register Financial Advisors LLC | 1.94% | Add +7.9% | 85,894 | $5.0M |
| Evergreen Capital Management LLC | 0.11% | Add +0.2% | 85,356 | $4.9M |
| Truefg, LLC | 1.29% | Add +7.2% | 83,014 | $4.8M |
| Wealth Advisory Solutions, LLC | 1.12% | Add +3.4% | 82,772 | $4.8M |
| Vista Investment Management | 1.56% | Add +7.8% | 81,584 | $4.7M |
| Jones Financial Companies LLLP | 0.00% | Add +21.7% | 81,066 | $4.7M |
| Atlanta Consulting Group Advisors, LLC | 1.05% | Add +0.6% | 80,373 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -3.4% | 80,174 | $4.6M |
| IFG Advisory, LLC | 0.20% | Add +2.3% | 79,375 | $4.6M |
| Founders Financial Alliance, LLC | 0.86% | Reduce -6.7% | 78,755 | $4.6M |
| G&S Capital LLC | 1.59% | Add +5.3% | 77,525 | $4.5M |
| Jacksonville Wealth Management, LLC | 3.17% | Add +4.2% | 77,246 | $4.5M |
| Omnitrust Wealth Management, Inc | 5.66% | — | 76,958 | $4.5M |
| Stifel Financial Corp. | 0.00% | Reduce -2.3% | 76,939 | $4.5M |
| Compass Wealth Management LLC | 1.10% | Add +4.2% | 76,227 | $4.4M |
| Aptus Capital Advisors, LLC | 0.04% | Add +7.6% | 74,477 | $4.3M |
| Flagship Harbor Advisors, LLC | 0.20% | Reduce -48.0% | 74,057 | $4.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -22.0% | 73,200 | $4.2M |
| Mayflower Financial Advisors, LLC | 0.51% | Reduce -5.9% | 72,824 | $4.2M |
| Pure Financial Advisors, LLC | 0.06% | Reduce -2.9% | 69,630 | $4.0M |
| ArborFi Advisors, LLC | 3.27% | Add +0.8% | 69,576 | $4.0M |
| Foronjy Financial LLC | 1.67% | Reduce -11.1% | 69,249 | $4.0M |
| SOL Capital Management CO | 0.36% | Reduce -1.7% | 68,375 | $4.0M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +8.8% | 67,246 | $3.9M |
| Zinnia Wealth Advisory, LLC | 4.19% | — | 66,872 | $3.9M |
| AE Wealth Management LLC | 0.02% | Add +5.6% | 66,632 | $3.9M |
| Quantinno Capital Management LP | 0.01% | Add +1.5% | 65,661 | $3.8M |
| Arq Wealth Advisors, LLC | 1.02% | Reduce -8.2% | 65,583 | $3.8M |
| Manhattan West Asset Management, LLC | 0.78% | Reduce -2.9% | 65,441 | $3.8M |
| Landmark Wealth Management, Inc. | 1.43% | Add +8.0% | 65,414 | $3.8M |
| Robinswood Financial LLC | 1.21% | Add +44.7% | 65,108 | $3.8M |
| Tradewinds Capital Management, LLC | 0.78% | Add +13.9% | 64,165 | $3.7M |
| Benchmark Financial, LLC | 3.65% | — | 63,171 | $3.7M |
| Flow Traders U.S. LLC | 0.12% | New | 62,968 | $3.6M |
| Aspetuck Financial Management LLC | 2.44% | Add +1.4% | 62,660 | $3.6M |
| Bank of Nova Scotia | 0.01% | New | 62,200 | $3.6M |
| Chemung Canal Trust Co. | 0.70% | No change | 60,994 | $3.5M |
| Apollon Wealth Management, LLC | 0.06% | Add +10.4% | 59,297 | $3.4M |
| Lynx Investment Advisory | 1.87% | Reduce -4.8% | 59,248 | $3.4M |
| Kagan Cocozza Asset Management | 2.43% | Reduce -0.3% | 59,059 | $3.4M |
| Golden State Wealth Management, LLC | 0.36% | Reduce -2.1% | 58,936 | $3.4M |
| IFP Advisors, Inc | 0.08% | Add +3.2% | 58,618 | $3.4M |
| Breachway Investments LLC | 3.52% | — | 57,564 | $3.3M |
| Capital Investment Advisory Services, LLC | 0.24% | Reduce -1.6% | 57,440 | $3.3M |
| NorthCrest Asset Manangement, LLC | 0.07% | Add +3.1% | 55,825 | $3.3M |
| Post Resch Tallon Group Inc. | 2.80% | Add +21.8% | 57,214 | $3.3M |
| Atria Investments, Inc | 0.04% | Add +4.9% | 56,586 | $3.3M |
| Perennial Investment Advisors, LLC | 0.26% | Reduce -1.6% | 56,189 | $3.3M |
| Jacobi Capital Management LLC | 0.19% | Add +5.6% | 55,868 | $3.2M |
| Total Clarity Wealth Management, Inc. | 0.77% | Add +133.2% | 54,973 | $3.2M |
| Crestwood Advisors Group, LLC | 0.05% | Add +2.6% | 54,188 | $3.1M |
| Aspire Private Capital, LLC | 0.69% | Add +0.3% | 53,946 | $3.1M |
| United Asset Strategies, Inc. | 0.24% | Add +2.3% | 53,813 | $3.1M |
| NovaPoint Capital, LLC | 0.79% | Reduce -0.0% | 52,906 | $3.1M |
| Capital Investment Management, Inc. | 1.07% | — | 52,831 | $3.1M |
| Independent Advisor Alliance | 0.07% | Add +136.8% | 52,408 | $3.0M |
| Signal Advisors Wealth, LLC | 0.24% | Reduce -0.2% | 51,844 | $3.0M |
| Capital Analysts, LLC | 0.08% | Add +18.1% | 51,580 | $3.0M |
| Madison Asset Management, LLC | 0.03% | Reduce -3.1% | 51,395 | $3.0M |
| Harbour Investments, Inc. | 0.06% | Add +4.3% | 51,254 | $3.0M |
| Retirement Planning Group, LLC | 0.10% | Reduce -6.3% | 51,246 | $3.0M |
| Blueprint Investment Partners LLC | 0.31% | Add +3.3% | 50,684 | $2.9M |
| Walkner Condon Financial Advisors LLC | 0.40% | Add +2.0% | 50,295 | $2.9M |
| &partners | 0.02% | Add +1.5% | 50,251 | $2.9M |
| Naples Global Advisors, LLC | 0.22% | Add +1.8% | 50,244 | $2.9M |
| Power Wealth Management LLC | 1.02% | Add +1.9% | 50,102 | $2.9M |
| AdvisorNet Financial, Inc | 0.15% | Add +6.3% | 50,054 | $2.9M |
| Destiny Capital Corp | 1.49% | Reduce -0.4% | 49,831 | $2.9M |
| Tilia Fiduciary Partners, Inc. | 1.59% | Add +22.5% | 49,645 | $2.9M |
| Luminist Capital LLC | 3.55% | Reduce -13.0% | 49,559 | $2.9M |
| Signet Financial Management, LLC | 0.32% | Add +41.7% | 49,507 | $2.9M |
| Range Financial Group LLC | 0.99% | Add +1.0% | 49,287 | $2.9M |
| Tandem Investment Partners LLC | 2.40% | Reduce -0.7% | 49,095 | $2.8M |
| Intrua Financial, LLC | 0.31% | Add +138.4% | 48,853 | $2.8M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +3.4% | 48,436 | $2.8M |
| Fiduciary Group, LLC | 0.23% | Add +22.4% | 48,018 | $2.8M |
| Carroll Advisory Group, LLC | 1.20% | — | 47,990 | $2.8M |
| Shum Financial Group, Inc. | 1.97% | Add +1.1% | 47,332 | $2.7M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +6.6% | 47,177 | $2.7M |
| Sharkey, Howes & Javer | 0.35% | Reduce -22.1% | 46,948 | $2.7M |
| Modern Wealth Management, LLC | 0.05% | Add +40.6% | 46,315 | $2.7M |
| POM Investment Strategies, LLC | 1.37% | Add +8.0% | 46,080 | $2.7M |
| Simplicity Wealth,LLC | 0.16% | Add +24.2% | 45,887 | $2.7M |
| Wealthcare Capital Partners, LLC | 1.24% | Add +8.4% | 45,536 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Add +10.6% | 45,032 | $2.6M |
| Wealthquest Corp | 0.20% | Reduce -12.3% | 44,985 | $2.6M |
| Kohmann Bosshard Financial Services, LLC | 0.24% | No change | 44,891 | $2.6M |
| Moneco Advisors, LLC | 0.20% | Add +17.1% | 44,243 | $2.6M |
| Towercrest Capital Management | 0.40% | Reduce -1.9% | 43,716 | $2.5M |
| 21 West Wealth Management LLC | 2.30% | Add +1.6% | 43,419 | $2.5M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | Add +45.6% | 41,942 | $2.4M |
| Charles Schwab Trust Co | 0.16% | No change | 41,854 | $2.4M |
| Gambit Capital Management, LLC | 1.73% | — | 41,751 | $2.4M |
| Semitam Bonam LLC | 2.00% | Add +10.3% | 41,487 | $2.4M |
| Breakwater Capital Group | 0.33% | Add +206.6% | 40,779 | $2.4M |
| Stevens Capital Partners | 0.61% | Add +6.8% | 40,414 | $2.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.26% | Reduce -1.4% | 40,236 | $2.3M |
| Cary Street Partners Financial LLC | 0.06% | Reduce -1.1% | 39,745 | $2.3M |
| Wealth Enhancement Trust Services, Inc. | 0.29% | — | 39,612 | $2.3M |
| Sterling Investment Advisors, Ltd. | 0.42% | Reduce -1.4% | 39,098 | $2.3M |
| Wealthcare Capital Management LLC | 0.22% | Add +22.0% | 38,300 | $2.2M |
| FMR LLC | 0.00% | Add +6.0% | 37,607 | $2.2M |
| SIMA Wealth Partners, LLC | 1.65% | Add +17.2% | 37,546 | $2.2M |
| Measured Wealth Private Client Group, LLC | 0.57% | Reduce -54.8% | 37,033 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.02% | New | 36,539 | $2.1M |
| JSF Financial, LLC | 0.44% | Add +3.7% | 36,431 | $2.1M |
| Mma Asset Management LLC | 0.75% | Reduce -48.7% | 36,219 | $2.1M |
| BCS Wealth Management | 0.21% | Add +109.3% | 35,669 | $2.1M |
| S.A. Mason LLC | 0.81% | Add +1.2% | 35,199 | $2.0M |
| Financial Enhancement Group LLC | 0.26% | Reduce -0.5% | 32,771 | $2.0M |
| Captrust Financial Advisors | 0.00% | Add +5.8% | 34,679 | $2.0M |
| Crescent Grove Advisors, LLC | 0.19% | Reduce -3.9% | 34,668 | $2.0M |
| Alliance Wealth Management Group | 0.44% | Reduce -2.2% | 34,543 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.6% | 34,434 | $2.0M |
| UNIVEST FINANCIAL Corp | 0.11% | Add +17.3% | 34,266 | $2.0M |
| Larson Financial Group LLC | 0.07% | Add +4.7% | 33,941 | $2.0M |
| Alaska Wealth Advisors, LLC | 0.25% | Add +16.3% | 33,620 | $1.9M |
| TKG Advisors, LLC | 0.78% | Add +0.1% | 33,444 | $1.9M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -4.7% | 32,172 | $1.9M |
| Orange Investment Advisors, Inc. | 0.20% | Add +5.5% | 31,765 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +219.4% | 31,659 | $1.8M |
| Cavalier Investments, LLC | 0.57% | Reduce -12.3% | 31,639 | $1.8M |
| Meridian Financial Advisors, LLC | 0.98% | Reduce -0.7% | 31,179 | $1.8M |
| Key Financial Inc | 0.33% | Add +2.6% | 30,972 | $1.8M |
| Rainier Family Wealth Inc. | 1.33% | Add +9.4% | 30,437 | $1.8M |
| Balance Wealth Partners LLC | 0.56% | Add +24.1% | 30,080 | $1.7M |
| Blueprint Financial Advisors LLC | 0.26% | Add +2.4% | 29,751 | $1.7M |
| Kelman-Lazarov, Inc. | 0.24% | Add +1.2% | 29,376 | $1.7M |
| ORBA Wealth Advisors, L.L.C. | 1.48% | Reduce -14.5% | 29,345 | $1.7M |
| World Investment Advisors | 0.03% | Add +82.5% | 29,293 | $1.7M |
| Downshift Financial, LLC | 1.02% | — | 27,128 | $1.7M |
| Summit Investment Advisory Services, LLC | 0.62% | Add +1.1% | 28,186 | $1.6M |
| CreativeOne Wealth, LLC | 0.04% | Add +6.3% | 28,170 | $1.6M |
| Belpointe Asset Management LLC | 0.06% | Add +203.0% | 27,985 | $1.6M |
| Advisor Resource Council | 0.58% | Add +188.9% | 27,094 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.1% | 27,776 | $1.6M |
| Raleigh Capital Management Inc. | 0.58% | Add +5.3% | 27,577 | $1.6M |
| Kraft, Davis & Associates, LLC | 0.36% | Add +0.8% | 26,153 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.12% | Add +11.5% | 27,269 | $1.6M |
| Compton Financial Group, LLC | 0.35% | Reduce -1.9% | 26,680 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -7.9% | 32,035 | $1.5M |
| Eldridge Investment Advisors, Inc. | 0.33% | Add +2.6% | 26,034 | $1.5M |
| Roundview Capital LLC | 0.09% | Add +14.9% | 25,768 | $1.5M |
| WCG Wealth Advisors LLC | 0.04% | Reduce -2.6% | 25,536 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -5.3% | 24,923 | $1.4M |
| Blue Jean Financial LLC | 1.16% | — | 24,621 | $1.4M |
| CoreCap Advisors, LLC | 0.05% | Add +6.1% | 24,431 | $1.4M |
| Simon Quick Advisors, LLC | 0.06% | Add +0.1% | 23,504 | $1.4M |
| Clear Investment Research, LLC | 2.23% | Add +15.7% | 23,260 | $1.3M |
| NewEdge Wealth, LLC | 0.02% | Add +1.0% | 23,237 | $1.3M |
| Citizens Financial Group Inc. | 0.02% | Reduce -0.4% | 23,079 | $1.3M |
| Asset One Wealth Management LLC | 0.18% | — | 21,958 | $1.3M |
| Wedmont Private Capital | 0.05% | Reduce -1.3% | 22,186 | $1.3M |
| Pinnacle Family Advisors, LLC | 0.58% | New | 22,855 | $1.3M |
| Armbruster Capital Management, Inc. | 0.22% | Add +8.2% | 22,741 | $1.3M |
| Nicolet Advisory Services, LLC | 0.09% | Reduce -30.0% | 21,482 | $1.3M |
| PAX Financial Group, LLC | 0.22% | Reduce -7.3% | 22,416 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Reduce -35.9% | 22,021 | $1.3M |
| Fingerlakes Wealth Management, Inc. | 0.81% | Reduce -5.4% | 21,965 | $1.3M |
| Brio Consultants, LLC | 0.16% | Reduce -7.3% | 21,870 | $1.3M |
| Delta Wealth Advisors LLC | 1.03% | Add +0.1% | 21,328 | $1.2M |
| Curbstone Financial Management Corp | 0.24% | Reduce -2.1% | 21,250 | $1.2M |
| Money Concepts Capital Corp. | 0.07% | Add +10.3% | 20,812 | $1.2M |
| Northwest Wealth Advisors, LLC | 0.92% | — | 20,466 | $1.2M |
| Private Trust Co. NA | 0.10% | Add +0.7% | 20,265 | $1.2M |
| Saxony Capital Management, LLC | 0.72% | New | 20,146 | $1.2M |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +50.2% | 20,132 | $1.2M |
| Waddell & Associates, LLC | 0.08% | Reduce -0.1% | 20,006 | $1.2M |
| L2 Asset Management, LLC | 0.15% | Add +110.4% | 19,953 | $1.2M |
| Evernest Financial Advisors, LLC | 0.24% | Add +1.6% | 18,285 | $1.2M |
| Sterling Investment Counsel, LLC | 0.33% | Add +0.1% | 19,703 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.4% | 19,694 | $1.1M |
| Butensky & Cohen Financial Security, Inc. | 0.31% | Add +2.2% | 19,594 | $1.1M |
| Quadcap Wealth Management, LLC | 0.13% | Reduce -1.3% | 19,116 | $1.1M |
| Richardson Financial Services Inc. | 0.36% | Reduce -0.6% | 18,969 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.35% | Add +0.5% | 18,948 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +21.0% | 18,511 | $1.1M |
| Lifeworks Advisors, LLC | 0.14% | Add +0.0% | 18,411 | $1.1M |
| Gateway Wealth Partners, LLC | 0.12% | Reduce -49.1% | 18,387 | $1.1M |
| National Wealth Management Group, LLC | 0.37% | Add +3.2% | 18,330 | $1.1M |
| TSG Advice Partners, LLC | 0.16% | — | 18,299 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Reduce -0.5% | 17,957 | $1.0M |
| Strategic Financial Planning, Inc. | 0.59% | Add +17.4% | 17,904 | $1.0M |
| Comprehensive Money Management Services LLC | 0.71% | Add +0.1% | 17,870 | $1.0M |
| Apollon Financial, LLC | 0.15% | Reduce -7.8% | 17,823 | $1.0M |
| Trinity Wealth Management, LLC | 0.38% | Add +10.6% | 17,758 | $1.0M |
| BIP Wealth, LLC | 0.04% | Reduce -2.9% | 17,577 | $1.0M |
| Mattson Financial Services, LLC | 0.24% | Add +35.6% | 17,550 | $1.0M |
| Kavar Capital Partners Group, LLC | 0.14% | No change | 17,512 | $1.0M |
| Bank of Montreal | 0.00% | Add +57.2% | 17,461 | $1.0M |
| Vise Technologies, Inc. | 0.02% | New | 17,438 | $1.0M |
| High Probability Advisors, LLC | 0.13% | Add +11.9% | 17,172 | $994K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.0% | 17,100 | $990K |
| Midwest Financial Network, LLC | 0.76% | Add +89.0% | 17,072 | $989K |
| Capital Management Associates, Inc | 0.22% | Add +0.4% | 17,064 | $988K |
| Cape Cod Five Cents Savings Bank | 0.09% | No change | 17,963 | $982K |
| Hobbs Group Advisors, LLC | 0.29% | Reduce -6.7% | 16,705 | $967K |
| Compound Planning, Inc. | 0.03% | Reduce -1.0% | 16,422 | $951K |
| Orin Green Financial, LLC | 0.38% | Add +0.2% | 16,400 | $950K |
| River Street Advisors LLC | 0.35% | Add +2.1% | 16,346 | $947K |
| Financial Management Network Inc. | 0.15% | Reduce -3.4% | 16,043 | $942K |
| Duncker Streett & Co. Inc. | 0.17% | Reduce -0.3% | 16,210 | $939K |
| Franklin Resources Inc. | 0.00% | Reduce -5.9% | 16,021 | $928K |
| Legacy Wealth Partners, LLC | 0.24% | — | 15,927 | $922K |
| Trilogy Capital Inc. | 0.04% | Reduce -3.2% | 15,771 | $913K |
| Retirement Planning Co of New England, Inc. | 0.37% | Add +2.8% | 15,738 | $911K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -21.7% | 15,717 | $910K |
| Aldebaran Financial Inc. | 0.84% | Add +7.3% | 15,433 | $903K |
| Seeds Investor LLC | 0.17% | Reduce -19.8% | 15,418 | $893K |
| Fell Capital Management | 0.87% | — | 15,415 | $893K |
| Krilogy Financial LLC | 0.03% | Reduce -7.6% | 14,576 | $890K |
| Worth Financial Advisory Group, LLC | 0.43% | Add +1.1% | 15,364 | $890K |
| WorthPointe, LLC | 0.23% | Reduce -0.2% | 15,359 | $889K |
| Ranch Capital Advisors Inc. | 0.33% | Add +5.8% | 15,334 | $888K |
| Denver Wealth Management, Inc. | 0.31% | Reduce -1.1% | 15,245 | $883K |
| Brand Asset Management Group, Inc. | 0.25% | Reduce -3.9% | 15,172 | $879K |
| Grey Ledge Advisors, LLC | 0.20% | Add +4.0% | 15,120 | $876K |
| Balefire, LLC | 0.17% | Add +2.0% | 15,023 | $870K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -9.1% | 14,939 | $865K |
| Fusion Family Wealth, LLC | 0.07% | No change | 14,891 | $862K |
| Tidemark, LLC | 0.24% | Reduce -4.8% | 14,870 | $861K |
| Second Line Capital, LLC | 0.18% | Reduce -2.3% | 14,806 | $857K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -0.9% | 14,713 | $852K |
| Global Financial Private Client, LLC | 0.30% | Add +4.7% | 14,690 | $851K |
| Novus Advisors, LLC | 1.87% | Add +2.2% | 14,455 | $837K |
| Ethos Financial Group, LLC | 0.06% | No change | 14,276 | $827K |
| Valpey Financial Services, LLC | 0.52% | Add +8.8% | 14,064 | $814K |
| HORAN Wealth, LLC | 0.13% | Add +0.0% | 14,053 | $814K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 14,024 | $812K |
| Watershed Private Wealth LLC | 0.24% | Reduce -0.0% | 14,014 | $812K |
| Bessemer Group Inc. | 0.00% | Reduce -0.5% | 13,755 | $796K |
| Sachetta, LLC | 0.43% | Reduce -5.0% | 13,653 | $791K |
| Advisory Alpha, LLC | 0.02% | Reduce -0.3% | 13,551 | $785K |
| Two Sigma Securities, LLC | 0.11% | New | 13,550 | $785K |
| White Pine Capital LLC | 0.22% | No change | 13,511 | $782K |
| Taylor & Morgan Wealth Management, LLC | 0.44% | Add +14.9% | 13,474 | $780K |
| Arkansas Financial Group, Inc. | 0.11% | Reduce -4.0% | 13,401 | $776K |
| MGB Wealth Management, LLC | 0.22% | Add +0.2% | 13,366 | $774K |
| Legacy Edge Advisors, LLC | 0.08% | Add +31.3% | 13,367 | $774K |
| Park Place Capital Corp | 0.16% | Add +0.4% | 13,290 | $770K |
| F/m Investments LLC | 0.03% | Add +3.5% | 13,257 | $768K |
| Smith, Moore & Co. | 0.06% | No change | 13,244 | $767K |
| Fortitude Family Office, LLC | 0.18% | Reduce -1.3% | 13,197 | $764K |
| Comerica Bank | 0.00% | Add +12.9% | 12,955 | $750K |
| Arete Wealth Advisors, LLC | 0.05% | Add +4.8% | 12,953 | $750K |
| ERn Financial, LLC | 0.14% | Reduce -0.4% | 12,940 | $749K |
| Inman Jager Wealth Management, LLC | 0.46% | Add +214.9% | 12,903 | $747K |
| Caitlin John, LLC | 0.49% | Add +74.6% | 12,836 | $743K |
| Vawter Financial, Ltd. | 0.31% | No change | 12,747 | $738K |
| Drucker Wealth 3.0, LLC | 0.13% | Add +4.8% | 12,709 | $736K |
| HBK Sorce Advisory LLC | 0.02% | No change | 11,688 | $736K |
| Sage Mountain Advisors LLC | 0.04% | Reduce -6.0% | 12,526 | $725K |
| Ascent Group, LLC | 0.02% | Reduce -2.5% | 12,412 | $719K |
| Atlas Capital Advisors Inc. | 0.08% | — | 12,235 | $709K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -1.6% | 12,216 | $707K |
| Twin Focus Capital Partners, LLC | 0.08% | No change | 12,200 | $707K |
| PFG Advisors | 0.03% | Add +3.9% | 12,162 | $704K |
| Maridea Wealth Management LLC | 0.10% | Add +1.9% | 12,045 | $698K |
| Anfield Capital Management, LLC | 0.22% | No change | 11,859 | $687K |
| Perspective Wealth Advisors LLC | 0.49% | — | 11,839 | $686K |
| Stegent Equity Advisors, Inc. | 0.53% | Reduce -1.4% | 11,675 | $676K |
| Mercer Global Advisors Inc. | 0.00% | Add +31.1% | 11,664 | $675K |
| Courier Capital LLC | 0.04% | Add +3.1% | 11,593 | $671K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.0% | 11,529 | $668K |
| Jump Financial, LLC | 0.01% | Add +3.2% | 11,506 | $666K |
| Up Capital Management, Inc. | 0.59% | — | 11,468 | $664K |
| Bleakley Financial Group, LLC | 0.01% | New | 11,467 | $664K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.6% | 11,200 | $649K |
| International Private Wealth Advisors LLC | 0.41% | Add +8.7% | 11,121 | $644K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.30% | New | 4,947 | $626K |
| Ieq Capital, LLC | 0.00% | Add +3.0% | 10,798 | $625K |
| Principal Securities, Inc. | 0.01% | Add +167.3% | 10,795 | $625K |
| Investment Planning Advisors, Inc. | 0.18% | Reduce -3.1% | 10,757 | $623K |
| Summit Financial, LLC | 0.01% | New | 10,702 | $620K |
| Revolve Wealth Partners, LLC | 0.07% | No change | 10,630 | $616K |
| Westco Advisory Services Inc. | 0.38% | — | 10,605 | $614K |
| Medallion Wealth Advisors, LLC | 0.21% | Reduce -3.7% | 10,579 | $613K |
| Natixis Advisors, LLC | 0.00% | Add +1.1% | 10,427 | $604K |
| Flagship Private Wealth, LLC | 0.24% | Add +23.2% | 10,387 | $602K |
| Charter Oak Capital Management, LLC | 0.05% | Add +1.1% | 10,367 | $600K |
| Gilpin Wealth Management, LLC | 0.47% | — | 10,339 | $599K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +5.0% | 10,279 | $595K |
| Ameritas Advisory Services, LLC | 0.02% | Add +11.7% | 10,149 | $588K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.1% | 10,036 | $581K |
| Empower Advisory Group, LLC | 0.00% | Reduce -32.4% | 9,921 | $575K |
| Venture Visionary Partners LLC | 0.02% | Add +142.3% | 9,854 | $571K |
| Level Four Advisory Services, LLC | 0.02% | Add +37.7% | 9,837 | $570K |
| Leslie Global Wealth, LLC | 0.25% | Reduce -2.9% | 9,700 | $562K |
| Gen-Wealth Partners Inc | 0.18% | Add +5.2% | 9,673 | $560K |
| Narus Financial Partners, LLC | 0.15% | Reduce -5.2% | 9,562 | $554K |
| Fiduciary Alliance LLC | 0.04% | Add +43.4% | 9,503 | $550K |
| Colton Groome Financial Advisors, LLC | 0.16% | Add +1.0% | 9,464 | $548K |
| Goldstein Advisors, LLC | 0.06% | No change | 9,452 | $547K |
| Fourth Dimension Wealth, LLC | 0.20% | Add +10.4% | 9,407 | $545K |
| DAVENPORT & Co LLC | 0.00% | Add +8.2% | 9,399 | $544K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +11.1% | 9,359 | $542K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.8% | 9,310 | $539K |
| Lutz Financial Services LLC | 0.04% | No change | 9,264 | $536K |
| Laraway Financial Advisors Inc | 0.35% | Add +17.3% | 9,188 | $532K |
| Hidden Cove Wealth Management, LLC | 0.34% | Reduce -1.9% | 9,119 | $528K |
| Old Second National Bank of Aurora | 0.10% | Reduce -0.5% | 9,050 | $524K |
| Motco | 0.05% | No change | 9,028 | $523K |
| Strategic Financial Concepts, LLC | 0.47% | Reduce -67.0% | 8,963 | $519K |
| Sollinda Capital Management LLC | 0.13% | Reduce -39.6% | 8,955 | $519K |
| Outlook Wealth Advisors, LLC | 0.12% | Add +1.8% | 8,881 | $514K |
| Commerce Bank | 0.00% | Add +1.3% | 8,867 | $513K |
| Keystone Financial Group | 0.04% | Reduce -16.1% | 8,846 | $512K |
| Lockerman Financial Group, Inc. | 0.98% | Add +3.2% | 8,828 | $511K |
| Ironwood Wealth Management, LLC. | 0.15% | Add +0.1% | 8,761 | $507K |
| Jordan Park Group LLC | 0.03% | New | 8,698 | $504K |
| Tyche Wealth Partners LLC | 0.08% | Reduce -8.4% | 8,649 | $501K |
| Americana Partners, LLC | 0.01% | Add +0.0% | 8,632 | $500K |
| Garrett Wealth Advisory Group, LLC | 0.09% | Add +4.0% | 8,517 | $493K |
| Neuberger Berman Group LLC | 0.00% | No change | 8,424 | $488K |
| Capital Financial Group Inc\co\ | 0.27% | — | 8,360 | $484K |
| Claro Advisors Inc. | 0.07% | Reduce -0.9% | 8,300 | $481K |
| Baird Financial Group, Inc. | 0.00% | No change | 8,127 | $471K |
| Falcon Wealth Planning | 0.04% | Reduce -0.0% | 8,019 | $464K |
| Evoke Wealth, LLC | 0.01% | Add +3.2% | 7,956 | $461K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.2% | 7,885 | $457K |
| Tru Independence Asset Management 2, LLC | 0.28% | No change | 7,862 | $455K |
| Texas Yale Capital Corp. | 0.01% | Add +12.9% | 7,850 | $455K |
| Apella Capital, LLC | 0.01% | Add +4.7% | 7,813 | $452K |
| Creative Financial Designs Inc. | 0.03% | Add +9.7% | 7,790 | $451K |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.1% | 7,748 | $449K |
| Opulen Financial Group LLC | 0.32% | Add +5.2% | 7,638 | $442K |
| Landmark Wealth Management, LLC | 0.17% | Reduce -4.6% | 7,629 | $442K |
| Sfm, LLC | 0.25% | Reduce -0.6% | 7,497 | $434K |
| Destination Wealth Management | 0.01% | Reduce -13.1% | 7,451 | $431K |
| Mystic Asset Management, Inc. | 0.10% | Add +3.8% | 7,446 | $431K |
| SMI Advisory Services, LLC | 0.07% | Reduce -8.3% | 7,080 | $430K |
| Independent Wealth Network Inc. | 0.13% | Add +0.9% | 7,409 | $429K |
| Thompson Davis & Co., Inc. | 0.26% | Add +6.1% | 7,375 | $427K |
| Curi Capital, LLC | 0.01% | Add +0.0% | 7,369 | $427K |
| Harbor Investment Advisory, LLC | 0.03% | Reduce -4.2% | 7,333 | $425K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -12.2% | 7,322 | $424K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 7,275 | $421K |
| Flputnam Investment Management Co. | 0.01% | Reduce -2.7% | 7,112 | $412K |
| Westside Investment Management, Inc. | 0.07% | Reduce -2.4% | 7,021 | $412K |
| Davis R M Inc. | 0.01% | Reduce -34.6% | 7,096 | $411K |
| Valtinson Bruner Financial Planning LLC | 0.12% | Reduce -4.5% | 6,982 | $404K |
| Marion Wealth Management | 0.09% | Reduce -1.5% | 6,586 | $402K |
| Sigma Planning Corp | 0.01% | Add +0.4% | 6,949 | $402K |
| Nwam LLC | 0.02% | Add +1.2% | 6,549 | $398K |
| Sentinel Pension Advisors, LLC | 0.06% | Add +0.4% | 6,814 | $395K |
| Founders Financial Securities LLC | 0.02% | New | 6,744 | $391K |
| Diversify Wealth Management, LLC | 0.02% | Add +6.4% | 6,363 | $387K |
| KPP Advisory Services LLC | 0.06% | Add +46.2% | 6,673 | $386K |
| Sax Wealth Advisors, LLC | 0.02% | Add +24.4% | 6,619 | $383K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 6,566 | $380K |
| Astoria Portfolio Advisors LLC. | 0.09% | Add +11.0% | 6,086 | $378K |
| American Money Management, LLC | 0.06% | No change | 6,505 | $377K |
| Stablepoint Partners, LLC | 0.06% | Reduce -5.1% | 6,486 | $376K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +41.3% | 6,454 | $374K |
| Spinnaker Investment Group, LLC | 0.07% | Add +6.7% | 6,365 | $369K |
| Harmony Asset Management LLC | 0.12% | No change | 6,315 | $366K |
| Tandem Wealth Advisors LLC | 0.16% | New | 6,217 | $360K |
| Values Added Financial LLC | 0.15% | No change | 6,118 | $354K |
| Legacy Financial Strategies, LLC | 0.06% | Add +0.1% | 6,102 | $353K |
| Beckerman Institutional, LLC | 0.20% | No change | 6,081 | $352K |
| Wealth Advisors of Tampa Bay, LLC | 0.12% | No change | 6,080 | $352K |
| Balboa Wealth Partners | 0.06% | Add +0.7% | 5,999 | $347K |
| Advisor OS, LLC | 0.03% | Reduce -94.7% | 5,907 | $342K |
| WealthPoint Financial, LLC | 0.30% | — | 5,894 | $341K |
| MJP Associates Inc. | 0.04% | Reduce -94.7% | 5,852 | $339K |
| Scarborough Advisors, LLC | 0.06% | Add +0.0% | 5,838 | $338K |
| Alliancebernstein L.P. | 0.00% | Add +2.3% | 5,813 | $337K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -1.8% | 5,810 | $336K |
| Advisors Capital Management, LLC | 0.00% | Reduce -0.2% | 5,787 | $335K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +13.5% | 5,762 | $334K |
| Iams Wealth Management, LLC | 0.12% | Reduce -13.2% | 5,733 | $332K |
| Vertex Planning Partners, LLC | 0.08% | Reduce -3.8% | 5,702 | $330K |
| Wescott Financial Advisory Group, LLC | 0.03% | New | 5,686 | $329K |
| Sowell Financial Services LLC | 0.01% | Add +0.8% | 5,650 | $327K |
| Precedent Wealth Partners, LLC | 0.07% | No change | 5,638 | $326K |
| VCI Wealth Management LLC | 0.09% | Reduce -78.7% | 5,628 | $326K |
| Safe Harbor Wealth Advisors, LLC | 0.31% | — | 5,228 | $324K |
| APS Management Group, Inc. | 0.28% | Add +0.3% | 5,553 | $322K |
| Roman Butler Fullerton & Co. | 0.08% | Add +0.2% | 5,179 | $320K |
| WLTH Capital Management, LLC | 0.25% | — | 5,112 | $320K |
| NorthRock Partners, LLC | 0.01% | Reduce -6.6% | 5,514 | $319K |
| MAI Capital Management | 0.00% | Add +2.6% | 5,429 | $314K |
| Ironwood Financial, llc | 0.05% | Add +0.0% | 5,156 | $313K |
| Silverlake Wealth Management LLC | 0.07% | Reduce -21.8% | 5,405 | $313K |
| Truepoint, Inc. | 0.01% | Add +0.5% | 5,388 | $312K |
| BridgePort Financial Solutions, LLC | 0.08% | Add +0.3% | 5,388 | $312K |
| Barnes Wealth Management Group, Inc | 0.17% | Reduce -42.7% | 5,386 | $312K |
| Canvas Wealth Advisors, LLC | 0.05% | Reduce -0.9% | 5,324 | $308K |
| Amicus Financial Advisors, LLC | 0.09% | — | 5,317 | $308K |
| Orion Capital Management LLC | 0.10% | Reduce -5.3% | 5,315 | $308K |
| USAdvisors Wealth Management, LLC | 0.10% | Add +1.5% | 5,306 | $307K |
| Innovative Wealth Building LLC | 0.22% | New | 5,271 | $305K |
| Acorn Wealth Advisors, LLC | 0.09% | Reduce -1.1% | 5,253 | $304K |
| WealthPLAN Partners, LLC | 0.05% | No change | 5,230 | $303K |
| Latitude Advisors, LLC | 0.13% | Add +14.9% | 5,209 | $302K |
| Milestone Asset Management Group, LLC | 0.17% | Add +0.1% | 5,176 | $300K |
| Continuum Advisory, LLC | 0.03% | Reduce -0.1% | 5,130 | $297K |
| Decision Investments, Inc. | 0.32% | — | 5,110 | $296K |
| Fisher Asset Management | 0.00% | New | 5,103 | $296K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 5,100 | $295K |
| Diligent Investors, LLC | 0.07% | Add +0.0% | 5,065 | $293K |
| VestGen Advisors, LLC | 0.01% | Reduce -63.1% | 5,054 | $293K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -8.6% | 4,985 | $289K |
| Kovack Advisors, Inc. | 0.01% | Add +36.7% | 4,964 | $287K |
| Matauro, LLC | 0.04% | Reduce -8.9% | 4,957 | $287K |
| Hilltop Holdings Inc. | 0.02% | Reduce -2.6% | 4,935 | $286K |
| Mattern Wealth Management LLC | 0.05% | No change | 4,906 | $284K |
| Estate Counselors, LLC | 0.02% | Reduce -30.9% | 4,860 | $281K |
| PCG Wealth Advisors, LLC | 0.08% | No change | 4,839 | $280K |
| Optimist Retirement Group LLC | 0.13% | Add +0.1% | 4,813 | $279K |
| Fullerton Advisors, LLC | 0.28% | — | 4,764 | $276K |
| Evolution Wealth Management Inc. | 0.22% | Add +57.0% | 4,681 | $271K |
| Zacks Investment Management | 0.00% | Reduce -32.6% | 4,626 | $268K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -0.8% | 4,611 | $267K |
| Midwestern Financial, LLC | 0.22% | Add +0.4% | 4,606 | $267K |
| Spectrum Planning & Advisory Services Inc. | 0.14% | Add +0.4% | 4,581 | $265K |
| Eclectic Associates Inc. | 0.04% | Reduce -7.2% | 4,549 | $263K |
| Investmark Advisory Group LLC | 0.11% | Reduce -30.6% | 4,534 | $263K |
| QRG Capital Management, Inc. | 0.00% | New | 4,522 | $262K |
| Capital CS Group, LLC | 0.41% | Add +6.0% | 4,495 | $260K |
| Goodman Financial Corp | 0.05% | Reduce -0.8% | 4,491 | $260K |
| October Effect Ltd | 0.29% | Add +17.7% | 4,488 | $260K |
| Paladin Wealth, LLC | 0.18% | New | 4,484 | $260K |
| Five Oceans Advisors | 0.09% | Add +2.3% | 4,459 | $258K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -23.8% | 4,455 | $258K |
| Vanguard Group Inc. | 0.00% | New | 4,448 | $258K |
| Meridian Wealth Management, LLC | 0.01% | Add +4.8% | 4,363 | $253K |
| HUB Investment Partners, LLC | 0.01% | New | 4,357 | $252K |
| Savvy Advisors, Inc. | 0.01% | Reduce -48.8% | 4,320 | $250K |
| Brown Advisory Inc. | 0.00% | Add +2.6% | 4,317 | $250K |
| Dynamic Financial Group | 0.21% | Add +0.4% | 4,306 | $249K |
| Altrius Capital Management Inc | 0.05% | Add +6.3% | 4,298 | $249K |
| SigFig Wealth Management, LLC | 0.01% | Add +1.6% | 4,296 | $249K |
| Tranquility Partners, LLC | 0.09% | No change | 4,288 | $248K |
| PCB Capital LLC | 0.39% | — | 4,249 | $246K |
| My Personal CFO, LLC | 0.10% | New | 4,228 | $245K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.1% | 4,218 | $244K |
| Headinvest, LLC | 0.05% | Add +10.7% | 4,174 | $242K |
| WFA of San Diego, LLC | 0.18% | Reduce -0.3% | 4,163 | $241K |
| Rialto Wealth Management, LLC | 0.06% | No change | 4,147 | $240K |
| Round Rock Advisors LLC | 0.04% | Add +3.0% | 4,145 | $240K |
| Brown Financial Advisors | 0.09% | New | 4,108 | $238K |
| Ballentine Partners, LLC | 0.00% | Reduce -3.7% | 4,088 | $237K |
| Precision Wealth Strategies, LLC | 0.08% | Reduce -51.2% | 4,047 | $234K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 4,043 | $234K |
| Old Port Advisors | 0.06% | Reduce -2.5% | 4,026 | $233K |
| Absolute Capital Management, LLC | 0.08% | Add +9.5% | 4,015 | $233K |
| Convergence Financial, LLC | 0.03% | Reduce -0.5% | 4,006 | $232K |
| True North Advisors, LLC | 0.03% | No change | 3,992 | $231K |
| Smithbridge Asset Management Inc. | 0.02% | New | 3,990 | $231K |
| MSH Capital Advisors LLC | 0.05% | Reduce -1.1% | 3,921 | $227K |
| US Bancorp \de | 0.00% | Add +3.1% | 3,920 | $227K |
| Norden Group LLC | 0.02% | Add +0.9% | 3,875 | $224K |
| Vestment Financial LLC | 0.12% | No change | 3,679 | $223K |
| Fairview Capital Investment Management, LLC | 0.01% | Add +3.3% | 3,843 | $223K |
| Wealthgarden F.S. LLC | 0.15% | New | 3,639 | $222K |
| Capstone Wealth Management Group, LLC | 0.09% | Reduce -3.7% | 3,804 | $220K |
| Range Advisory, LLC | 0.06% | — | 3,799 | $220K |
| Maripau Wealth Management LLC | 0.10% | New | 3,801 | $220K |
| SFG Wealth Management, LLC. | 0.09% | New | 3,778 | $219K |
| Grey Fox Wealth Advisors, LLC | 0.04% | Add +0.1% | 3,748 | $217K |
| Magnolia Private Wealth, LLC | 0.15% | No change | 3,742 | $217K |
| Diversify Advisory Services, LLC | 0.01% | New | 3,516 | $216K |
| Denver PWM, LLC | 0.07% | No change | 3,953 | $215K |
| Client 1ST Advisory Group, LLC | 0.07% | No change | 3,674 | $213K |
| Guardian Wealth Advisors, LLC | 0.12% | Reduce -1.6% | 3,665 | $212K |
| HB Wealth Management, LLC | 0.00% | No change | 3,658 | $212K |
| Certified Advisory Corp | 0.02% | New | 3,614 | $209K |
| Signaturefd, LLC | 0.00% | Add +3.4% | 3,576 | $207K |
| Lanark Financial, Inc. | 0.02% | Add +5.1% | 3,550 | $206K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 3,538 | $205K |
| Professional Financial Advisors, LLC | 0.04% | New | 3,516 | $204K |
| ForthRight Wealth Management, LLC | 0.06% | Reduce -18.1% | 3,499 | $203K |
| American Financial & Tax Strategies Inc. | 0.10% | New | 3,499 | $203K |
| Stephens Inc. | 0.00% | New | 3,489 | $202K |
| Maia Wealth LLC | 0.03% | New | 3,258 | $202K |
| Arlington Trust Co LLC | 0.02% | No change | 3,436 | $199K |
| Phillips Financial Management, LLC | 0.01% | No change | 3,195 | $185K |
| International Assets Investment Management, LLC | 0.01% | Reduce -77.6% | 3,177 | $184K |
| NFSG Corp | 0.03% | Add +0.3% | 3,174 | $184K |
| JDM Financial Group LLC | 0.07% | Reduce -0.9% | 3,158 | $183K |
| Smartleaf Asset Management LLC | 0.01% | Add +17.6% | 2,909 | $170K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +2.7% | 2,611 | $151K |
| Triumph Capital Management | 0.03% | New | 2,579 | $149K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.5% | 2,524 | $146K |
| Richard W. Paul & Associates, LLC | 0.05% | Reduce -10.5% | 2,518 | $146K |
| Front Row Advisors LLC | 0.05% | No change | 2,491 | $144K |
| Financial Freedom, LLC | 0.06% | Reduce -42.4% | 2,214 | $128K |
| CX Institutional | 0.00% | Reduce -22.1% | 2,174 | $126K |
| SageView Advisory Group, LLC | 0.00% | Reduce -58.4% | 2,140 | $124K |
| GGM Financial LLC | 0.06% | Reduce -1.3% | 2,088 | $121K |
| Longview Financial Advisors LLC | 0.06% | Add +0.1% | 2,009 | $116K |
| Parallel Advisors, LLC | 0.00% | Add +5.0% | 1,997 | $116K |
| Whittier Trust Co. | 0.00% | No change | 1,851 | $112K |
| Centaurus Financial, Inc. | 0.01% | Reduce -1.7% | 1,921 | $111K |
| Team Financial Group, LLC | 0.05% | Add +14.5% | 1,872 | $108K |
| Hilltop National Bank | 0.02% | No change | 1,776 | $103K |
| UMB Bank, n.a. | 0.00% | New | 1,632 | $95K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,620 | $94K |
| Rossmore Private Capital | 0.01% | Add +61.6% | 1,579 | $91K |
| Spire Wealth Management | 0.00% | No change | 1,513 | $88K |
| MJT & Associates Financial Advisory Group, Inc. | 0.07% | No change | 1,506 | $87K |
| Paladin Advisory Group, LLC | 0.06% | Reduce -14.9% | 1,390 | $80K |
| Strive Financial Group ,LLC | 0.04% | — | 1,312 | $76K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -3.9% | 1,230 | $74K |
| WealthShield Partners, LLC | 0.01% | Add +0.3% | 1,247 | $72K |
| Cape Investment Advisory, Inc. | 0.02% | Add +22.7% | 1,232 | $71K |
| Litman Gregory Wealth Management LLC | 0.01% | New | 1,200 | $69K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.6% | 1,193 | $69K |
| Graney & King, LLC | 0.04% | No change | 1,148 | $66K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.2% | 1,084 | $63K |
| American National Bank & Trust | 0.01% | No change | 1,059 | $61K |
| IFC & Insurance Marketing, Inc. | 0.05% | — | 918 | $53K |
| Walsh & Associates, LLC | 0.05% | — | 906 | $52K |
| Millstone Evans Group, LLC | 0.03% | No change | 900 | $52K |
| Arax Advisory Partners | 0.00% | New | 895 | $52K |
| Tompkins Financial Corp. | 0.00% | New | 851 | $49K |
| Barnes Dennig Private Wealth Management LLC | 0.05% | Add +149.7% | 824 | $48K |
| Ancora Advisors LLC | 0.00% | No change | 806 | $47K |
| Caldwell Trust Co | 0.00% | New | 758 | $44K |
| DecisionPoint Financial, LLC | 0.01% | Add +22.9% | 752 | $44K |
| CENTRAL TRUST Co | 0.00% | Add +31.2% | 731 | $42K |
| Rothschild Investment LLC | 0.00% | Add +0.3% | 731 | $42K |
| IMA Advisory Services, Inc. | 0.00% | No change | 700 | $41K |
| Collier Financial | 0.03% | Add +305.9% | 690 | $40K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -59.3% | 652 | $38K |
| Winch Advisory Services, LLC | 0.01% | Add +0.3% | 640 | $37K |
| Atomic Invest LLC | 0.02% | — | 617 | $36K |
| Sittner & Nelson, LLC | 0.01% | No change | 565 | $36K |
| Qube Research & Technologies Ltd | 0.00% | New | 601 | $35K |
| Optima Capital LLC | 0.01% | New | 572 | $33K |
| Bernard Wealth Management Corp. | 0.01% | No change | 565 | $33K |
| Compass Financial Services Inc | 0.01% | Add +0.4% | 553 | $32K |
| Elyxium Wealth, LLC | 0.01% | New | 535 | $31K |
| Stone House Investment Management, LLC | 0.00% | Add +58.3% | 535 | $31K |
| Crewe Advisors LLC | 0.00% | Add +51.7% | 534 | $31K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.4% | 513 | $30K |
| Center for Financial Planning, Inc. | 0.00% | Add +6.7% | 513 | $30K |
| LRI Investments, LLC | 0.00% | No change | 509 | $29K |
| Ameriflex Group, Inc. | 0.01% | New | 496 | $29K |
| Root Financial Partners, LLC | 0.00% | Reduce -26.9% | 485 | $28K |
| Go Invest LLC | 0.01% | — | 463 | $27K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 460 | $27K |
| ORG Partners LLC | 0.00% | No change | 430 | $25K |
| Essential Partners LLC | 0.01% | No change | 428 | $25K |
| Sunbelt Securities, Inc. | 0.00% | No change | 425 | $25K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -96.2% | 392 | $23K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -35.4% | 373 | $22K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -38.1% | 365 | $21K |
| Comprehensive Financial Planning, Inc. | 0.01% | New | 356 | $21K |
| FWL Investment Management, LLC | 0.00% | New | 314 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 300 | $17K |
| Kingdom Financial Group LLC. | 0.01% | New | 298 | $17K |
| North Ridge Wealth Advisors, Inc. | 0.01% | Add +5.2% | 285 | $17K |
| Cranbrook Wealth Management, LLC | 0.00% | Add +7.7% | 253 | $15K |
| Safe Harbor Fiduciary, LLC | 0.01% | — | 233 | $13K |
| Wilkerson Advisory Group LLC | 0.00% | — | 229 | $13K |
| Deane Retirement Strategies, Inc. | 0.01% | Add +12.4% | 226 | $13K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 220 | $13K |
| Lodestone Wealth Management LLC | 0.00% | New | 204 | $12K |
| Oakworth Capital, Inc. | 0.00% | No change | 199 | $12K |
| Trust Co | 0.00% | New | 191 | $11K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 190 | $11K |
| Topsail Wealth Management, LLC | 0.00% | No change | 189 | $11K |
| HFM Investment Advisors, LLC | 0.00% | Add +14.7% | 179 | $10K |
| Realta Investment Advisors | 0.00% | Add +861.1% | 173 | $10K |
| First Pacific Financial | 0.00% | New | 164 | $9K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +46.9% | 163 | $9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 157 | $9K |
| Blueline Advisors LLC | 0.01% | — | 156 | $9K |
| Covestor Ltd | 0.00% | Add +18.3% | 155 | $9K |
| Coston, McIsaac & Partners | 0.00% | No change | 169 | $9K |
| Citigroup Inc. | 0.00% | New | 133 | $8K |
| Bfsg, LLC | 0.00% | Reduce -9.4% | 125 | $7K |
| Hoey Investments, Inc. | 0.00% | New | 124 | $7K |
| Financial Consulate, Inc. | 0.00% | No change | 118 | $7K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +515.8% | 117 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 116 | $7K |
| Maseco LLP | 0.00% | No change | 111 | $6K |
| REAP Financial Group, LLC | 0.00% | No change | 103 | $6K |
| Investors Research Corp | 0.00% | No change | 101 | $6K |
| Manchester Capital Management LLC | 0.00% | New | 100 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 100 | $6K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 90 | $5K |
| Atlantic Private Wealth, LLC | 0.00% | Add +1.1% | 91 | $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 |
| Bullock Wealth Management Group | 0.00% | — | 87 | $5K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 82 | $5K |
| Pittenger & Anderson Inc. | 0.00% | New | 79 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 78 | $5K |
| IMG Wealth Management, Inc. | 0.00% | Add +15.9% | 73 | $4K |
| Rossby Financial, LCC | 0.00% | Reduce -16.5% | 71 | $4K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 70 | $4K |
| Woodside Wealth Management LLC | 0.00% | No change | 66 | $4K |
| Glenmede Trust Co. NA | 0.00% | — | 62 | $4K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 55 | $3K |
| Johnson Financial Group, Inc. | 0.00% | No change | 54 | $3K |
| Security National Bank | 0.00% | Reduce -83.0% | 53 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 52 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 43 | $3K |
| Fiduciary Advisors, Inc. | 0.00% | New | 45 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 45 | $3K |
| Community Bank, N.A. | 0.00% | No change | 45 | $3K |
| Pillar Financial Advisors, LLC | 0.00% | New | 41 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 34 | $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 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 23 | $1K |
| SHP Wealth Management | 0.00% | — | 22 | $1K |
| Affinity Wealth LLC | 0.00% | Add +100.0% | 20 | $1K |
| Fortis Group Advisors, LLC | 0.00% | No change | 20 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -98.4% | 16 | $927 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 11 | $639 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 10 | $579 |
| EPG Wealth Management LLC | 0.00% | No change | 10 | $579 |
| Cheviot Value Management, LLC | 0.00% | No change | 9 | $548 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 5 | $290 |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 2 | $117 |
| RHL Group, LLC | 0.00% | — | 2 | $116 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $58 |
| Fairway Wealth LLC | 0.00% | No change | 1 | $58 |
| 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.