SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q1 2026 (March 31)815holders +17
74new positions
53sold out
3famous investors
$59.25avg. 13F price*
At the end of Q1 2026, 815 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings, up 17 from Q4 2025. 74 opened new positions and 53 sold out. The largest holders were Creative Planning ($5.7B), Betterment LLC ($1.2B) and LPL Financial LLC ($761.1M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset 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 (Q1 2026)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $93.2M |
| Exits | 53 | $35.6M |
All 13F filers, Q4 2025 → Q1 2026: 16,566,107 shares bought and 14,674,093 shares sold, net +1,892,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 815 holders
| Creative Planning | 3.88% | Add +4.3% | 96,641,159 | $5.7B |
| Betterment LLC | 2.27% | Reduce -4.5% | 20,199,297 | $1.2B |
| LPL Financial LLC | 0.20% | Add +0.1% | 12,852,544 | $761.1M |
| Valmark Advisers, Inc. | 5.08% | Add +2.5% | 7,215,287 | $427.3M |
| Envestnet Asset Management Inc. | 0.07% | Add +44.8% | 4,147,870 | $245.6M |
| UBS Group AG | 0.04% | Add +163.0% | 3,838,500 | $227.3M |
| Morgan Stanley | 0.01% | Reduce -61.3% | 3,797,715 | $224.9M |
| AlTi Global, Inc. | 3.63% | Reduce -5.4% | 2,823,459 | $167.2M |
| Facet Wealth, Inc. | 2.65% | Add +2.7% | 2,584,146 | $153.0M |
| Cwm, LLC | 0.35% | Reduce -37.0% | 2,263,455 | $134.0M |
| HighTower Advisors, LLC | 0.13% | Reduce -0.9% | 1,996,959 | $118.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -0.5% | 1,948,480 | $115.4M |
| Bank of America Corp. | 0.01% | Reduce -1.2% | 1,931,806 | $114.4M |
| First Command Advisory Services, Inc. | 0.73% | Add +14.9% | 1,827,743 | $108.2M |
| Mason Street Advisors, LLC | 9.04% | Reduce -1.6% | 1,561,969 | $92.5M |
| Wells Fargo & Company | 0.02% | Add +19.5% | 1,444,297 | $85.5M |
| United Capital Financial Advisors, LLC | 0.52% | Add +12.3% | 1,434,068 | $84.9M |
| Hancock Prospecting Pty Ltd | 2.51% | No change | 1,410,470 | $83.5M |
| Osaic Holdings, Inc. | 0.12% | Reduce -11.7% | 1,351,739 | $80.1M |
| Auto-Owners Insurance Co | 1.65% | No change | 1,330,000 | $78.7M |
| Hills Bank & Trust Co | 3.70% | Add +1.2% | 1,293,637 | $76.6M |
| Wealthcare Advisory Partners LLC | 1.36% | Add +6.1% | 1,182,205 | $70.0M |
| Cornerstone Wealth Management, LLC | 3.31% | Add +0.1% | 1,116,124 | $66.1M |
| Koss-Olinger Consulting, LLC | 5.28% | Add +20.2% | 1,063,343 | $63.0M |
| Raymond James Financial Inc. | 0.02% | Add +108.1% | 1,048,799 | $62.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.6% | 921,272 | $54.6M |
| Vicus Capital | 3.99% | Add +4.0% | 916,169 | $54.3M |
| Greenleaf Trust | 0.52% | Add +12.5% | 901,608 | $53.4M |
| Royal Bank of Canada | 0.01% | Add +8.9% | 865,545 | $51.3M |
| JNBA Financial Advisors | 4.20% | Reduce -3.8% | 851,280 | $50.4M |
| Private Advisor Group, LLC | 0.23% | Reduce -3.0% | 846,222 | $50.1M |
| Blair William & Co. | 0.14% | Add +21.4% | 838,805 | $49.7M |
| Bokf, NA | 0.75% | Add +49.0% | 825,398 | $48.9M |
| HHM Wealth Advisors, LLC | 5.56% | Add +4.3% | 814,372 | $48.2M |
| AlphaStar Capital Management, LLC | 3.53% | Reduce -14.6% | 807,648 | $47.8M |
| Farther Finance Advisors, LLC | 0.45% | Add +19.0% | 797,017 | $47.6M |
| 1900 Wealth Management LLC | 2.88% | Add +1.8% | 756,760 | $44.8M |
| Composition Wealth, LLC | 0.61% | Add +17.8% | 743,651 | $44.0M |
| Great Valley Advisor Group, Inc. | 0.79% | Add +8.2% | 737,838 | $43.7M |
| Peterson Wealth Advisors, LLC | 5.76% | Reduce -0.7% | 730,796 | $43.3M |
| Retirement Income Solutions, Inc. | 7.26% | Add +2.1% | 717,188 | $42.5M |
| RKL Wealth Management LLC | 3.62% | Reduce -4.6% | 679,439 | $40.2M |
| Impact Partnership Wealth, LLC | 4.73% | Add +0.8% | 646,479 | $38.3M |
| Equitable Holdings, Inc. | 0.23% | Add +16.6% | 613,104 | $35.5M |
| Oarsman Capital, Inc. | 4.34% | Add +22.2% | 590,328 | $35.0M |
| National Bank of Canada | 0.03% | Reduce -51.3% | 570,200 | $33.8M |
| Atlas Private Wealth Advisors | 7.67% | Reduce -0.0% | 550,238 | $32.6M |
| Texas Permanent School Fund Corp. | 1.14% | Reduce -82.6% | 521,398 | $30.9M |
| BlackRock, Inc. | 0.00% | Add +100.2% | 508,210 | $30.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.94% | Add +6.2% | 499,427 | $29.6M |
| Envestnet Portfolio Solutions, Inc. | 0.16% | Add +9.9% | 477,927 | $28.3M |
| TSG Advice Partners, LLC | 4.22% | Add +2502.0% | 476,138 | $28.2M |
| Cahaba Wealth Management, Inc. | 1.89% | Add +4.0% | 470,043 | $27.8M |
| Corient Private Wealth LP | 0.04% | Add +1.7% | 480,568 | $27.8M |
| Waverly Advisors, LLC | 0.21% | Add +12.4% | 467,052 | $27.7M |
| Financial Strategies Group, Inc. | 4.59% | Add +6.5% | 429,850 | $27.5M |
| MML Investors Services, LLC | 0.08% | Reduce -6.7% | 461,977 | $27.4M |
| Assetmark, Inc. | 0.05% | Add +3.9% | 443,169 | $26.2M |
| St Germain D J Co. Inc. | 0.99% | Reduce -4.9% | 422,062 | $25.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +10.0% | 510,122 | $24.6M |
| First National Trust Co | 0.82% | Reduce -0.5% | 406,826 | $24.1M |
| Penserra Capital Management LLC | 0.28% | Add +46.6% | 406,468 | $24.1M |
| Integrity Advisory Solutions, LLC | 3.16% | Add +2.0% | 404,179 | $23.9M |
| Dakota Wealth Management | 0.52% | Add +12.9% | 402,793 | $23.9M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -39.6% | 400,690 | $23.7M |
| Sun Life Financial Inc. | 1.34% | New | 398,410 | $23.6M |
| Cerity Partners LLC | 0.03% | Add +168.5% | 387,471 | $22.9M |
| OneAscent Financial Services LLC | 1.24% | New | 386,070 | $22.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +11.7% | 384,005 | $22.7M |
| Ellenbecker Investment Group | 3.05% | Add +9.9% | 381,732 | $22.6M |
| Octavia Wealth Advisors, LLC | 2.07% | Add +89.6% | 364,922 | $21.6M |
| AQR Capital Management | 0.01% | Add +94.7% | 363,390 | $21.5M |
| RFG Advisory, LLC | 0.38% | Reduce -8.7% | 347,950 | $20.6M |
| Reston Wealth Management LLC | 6.21% | Reduce -10.9% | 342,090 | $20.3M |
| Independent Advisor Alliance | 0.21% | Add +543.8% | 337,421 | $20.0M |
| Evermay Wealth Management LLC | 2.17% | Add +7.9% | 331,194 | $19.6M |
| Crews Bank & Trust | 2.82% | Reduce -3.8% | 328,133 | $19.4M |
| Marathon Strategic Advisors, LLC | 13.91% | Add +8.5% | 326,708 | $19.3M |
| Geneos Wealth Management Inc. | 0.45% | Add +4.0% | 326,197 | $19.3M |
| Mariner, LLC | 0.02% | Reduce -3.2% | 304,418 | $18.0M |
| Savant Capital, LLC | 0.09% | Reduce -4.5% | 301,052 | $17.8M |
| Allworth Financial LP | 0.07% | Add +7.1% | 300,883 | $17.8M |
| Financial Gravity Asset Management, Inc. | 3.16% | Add +4.2% | 299,322 | $17.7M |
| Shepherd Financial Partners LLC | 1.66% | Reduce -1.8% | 295,835 | $17.5M |
| Alta Wealth Advisors LLC | 5.67% | Add +7.3% | 294,650 | $17.4M |
| New Perspectives, Inc | 6.00% | Add +3.5% | 292,424 | $17.3M |
| CIBC Bancorp USA Inc. | 0.02% | — | 291,283 | $17.2M |
| Avior Wealth Management, LLC | 0.48% | Add +4.3% | 286,401 | $17.0M |
| Gladstone Institutional Advisory LLC | 0.63% | Add +2.7% | 286,365 | $17.0M |
| Fifth Third Bancorp | 0.03% | Add +23.1% | 283,790 | $16.8M |
| Summit Trail Advisors, LLC | 0.23% | Reduce -5.1% | 276,328 | $16.4M |
| Cetera Investment Advisers | 0.02% | Add +2.9% | 274,600 | $16.3M |
| JPMorgan Chase & Co. | 0.00% | Add +22.9% | 282,079 | $16.2M |
| Coldstream Capital Management Inc. | 0.20% | Add +1.9% | 268,701 | $15.9M |
| Venture Visionary Partners LLC | 0.52% | Add +2594.1% | 265,472 | $15.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.9% | 260,723 | $15.4M |
| Lido Advisors, LLC | 0.06% | Add +6.7% | 255,766 | $15.1M |
| North Star Asset Management Inc. | 0.66% | Reduce -3.9% | 255,038 | $15.1M |
| Montz Harcus Wealth Management LLC | 5.74% | Add +3.2% | 240,095 | $14.2M |
| Citizens & Northern Corp. | 3.52% | Add +1.2% | 238,467 | $14.1M |
| Cascade Financial Partners, LLC | 1.45% | Add +4.2% | 237,889 | $14.1M |
| Bensler, LLC | 1.44% | Add +2.4% | 236,196 | $14.0M |
| IAG Wealth Partners, LLC | 1.52% | Add +1.4% | 229,671 | $13.6M |
| Focus Partners Wealth | 0.01% | Add +0.5% | 223,086 | $13.2M |
| Higgins & Schmidt Wealth Strategies LLC | 6.02% | Add +2.3% | 222,433 | $13.2M |
| TPG Financial Advisors, LLC | 4.25% | Add +7.2% | 220,883 | $13.1M |
| Western Wealth Management, LLC | 0.49% | Add +18.9% | 216,438 | $12.8M |
| WBH Advisory Inc. | 0.95% | Add +1.1% | 211,868 | $12.6M |
| Moneta Group Investment Advisors LLC | 0.09% | Reduce -2.3% | 204,578 | $12.1M |
| PSI Advisors, LLC | 2.93% | Add +10.0% | 204,562 | $12.1M |
| FF Advisors,LLC | 4.86% | Add +7.6% | 188,220 | $12.0M |
| Wrapmanager Inc. | 4.15% | Add +3.9% | 201,846 | $12.0M |
| Stewardship Advisors, LLC | 2.70% | Add +3.4% | 198,510 | $11.8M |
| My Portfolio Guide, LLC | 6.49% | — | 198,060 | $11.7M |
| Retirement Financial Solutions, LLC | 3.27% | Reduce -48.1% | 192,961 | $11.4M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +135.8% | 189,067 | $11.2M |
| Wealth Management Resources, Inc. | 3.89% | Add +1.3% | 188,869 | $11.2M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -0.1% | 184,237 | $10.9M |
| NewEdge Advisors, LLC | 0.04% | Reduce -0.3% | 182,580 | $10.8M |
| XY Planning Network, Inc. | 1.71% | Add +7.2% | 179,274 | $10.7M |
| Collaborative Wealth Managment Inc. | 4.78% | Add +0.1% | 175,072 | $10.4M |
| Lumbard & Kellner, LLC | 3.54% | Add +1.4% | 172,588 | $10.2M |
| Zhang Financial LLC | 0.35% | Reduce -2.5% | 171,919 | $10.2M |
| CGN Advisors LLC | 0.79% | Reduce -0.3% | 169,421 | $10.0M |
| Waller Financial Planning Group, Inc. | 2.21% | Reduce -14.9% | 169,007 | $10.0M |
| Warren Street Wealth Advisors, LLC | 2.55% | Reduce -2.0% | 168,642 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -11.5% | 167,116 | $9.9M |
| Integrated Wealth Concepts LLC | 0.08% | Add +92.5% | 166,472 | $9.9M |
| Pathstone Holdings, LLC | 0.04% | Add +1.2% | 165,486 | $9.8M |
| Windsor Capital Management, LLC | 2.88% | Reduce -3.1% | 162,578 | $9.6M |
| Nottingham Advisors, Inc. | 1.24% | Add +26.0% | 162,020 | $9.6M |
| Louisiana State Employees Retirement System | 0.17% | Add +26.2% | 161,400 | $9.6M |
| Worth Financial Advisory Group, LLC | 4.17% | Reduce -49.4% | 7,778 | $9.5M |
| Wealthspire Advisors, LLC | 0.07% | Reduce -3.0% | 151,128 | $8.9M |
| Millington Financial Advisors, LLC | 3.76% | Add +0.9% | 139,657 | $8.9M |
| Debussy Capital Management LP | 1.21% | Add +11.1% | 147,263 | $8.7M |
| Berkeley Capital Partners, LLC | 2.01% | Add +2.1% | 146,051 | $8.6M |
| BOK Financial Private Wealth, Inc. | 0.51% | Add +0.4% | 142,538 | $8.4M |
| Northern Trust Corp. | 0.00% | Add +0.4% | 137,890 | $8.2M |
| Chicago Partners Investment Group LLC | 0.18% | Add +2.3% | 127,760 | $8.1M |
| AlphaCore Capital LLC | 0.19% | Reduce -12.1% | 137,215 | $8.1M |
| Retiremitten Financial LLC | 3.91% | — | 136,630 | $8.1M |
| IHT Wealth Management, LLC | 0.18% | Add +5.5% | 134,141 | $7.9M |
| Carnegie Investment Counsel | 0.15% | Add +0.8% | 132,763 | $7.9M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -3.5% | 131,851 | $7.8M |
| Inspire Trust Co, N.A. | 1.19% | Add +4.6% | 130,612 | $7.7M |
| Gradient Investments LLC | 0.12% | Add +18.4% | 129,439 | $7.7M |
| Private Wealth Group, LLC | 3.54% | Add +1.2% | 128,108 | $7.6M |
| AF Advisors, Inc. | 4.19% | No change | 128,000 | $7.6M |
| Spectrum Advisors, Inc. | 5.92% | — | 126,598 | $7.5M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +1.4% | 125,364 | $7.4M |
| Jump Financial, LLC | 0.12% | Add +962.0% | 122,191 | $7.2M |
| Consolidated Capital Management, LLC | 2.32% | New | 121,143 | $7.2M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -2.9% | 120,480 | $7.1M |
| KWB Wealth | 0.70% | Reduce -0.3% | 122,356 | $7.1M |
| Abound Financial, LLC | 3.03% | Reduce -9.4% | 117,294 | $6.9M |
| Evergreen Capital Management LLC | 0.15% | Add +37.1% | 117,044 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.9% | 116,259 | $6.9M |
| Independent Financial Group, LLC | 0.14% | Add +1.6% | 107,351 | $6.4M |
| Resonant Capital Advisors, LLC | 0.33% | Reduce -0.7% | 106,696 | $6.3M |
| Modera Wealth Management, LLC | 0.08% | Reduce -11.9% | 106,608 | $6.3M |
| Pecaut & Co. | 2.04% | Reduce -3.6% | 106,001 | $6.3M |
| CarsonAllaria Wealth Management, Ltd. | 3.07% | Add +8.9% | 105,034 | $6.2M |
| Pinkerton Wealth, LLC | 0.56% | Reduce -8.7% | 106,823 | $6.2M |
| Arkadios Wealth Advisors | 0.10% | Add +481.3% | 104,389 | $6.2M |
| Bill Few Associates, Inc. | 1.48% | Add +2.8% | 104,289 | $6.2M |
| Quantinno Capital Management LP | 0.01% | Add +57.6% | 103,510 | $6.1M |
| Addison Capital Co | 1.08% | Add +11.6% | 102,970 | $6.1M |
| ODonnell Financial Services, LLC | 2.10% | Add +3.0% | 102,969 | $6.1M |
| Verus Capital Partners, LLC | 0.41% | Add +1.5% | 101,127 | $6.0M |
| Tower Research Capital LLC (TRC) | 0.16% | Add +438821.7% | 100,952 | $6.0M |
| Harbour Investments, Inc. | 0.09% | Add +96.6% | 100,752 | $6.0M |
| Jones Financial Companies LLLP | 0.00% | Add +26.8% | 102,761 | $6.0M |
| NorthCrest Asset Manangement, LLC | 0.18% | Add +76.3% | 98,414 | $5.9M |
| CVFG LLC | 0.73% | Add +5.6% | 98,614 | $5.8M |
| True Freedom Investing, LLC | 0.45% | Reduce -3.2% | 98,532 | $5.8M |
| Advance Capital Management, Inc. | 0.22% | Reduce -57.9% | 96,776 | $5.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -2.8% | 96,478 | $5.7M |
| Ausdal Financial Partners, Inc. | 0.24% | Add +1.4% | 92,501 | $5.5M |
| GeoWealth Management, LLC | 0.19% | Reduce -1.1% | 91,226 | $5.4M |
| Jacksonville Wealth Management, LLC | 3.63% | Add +17.6% | 90,849 | $5.4M |
| Wealth Advisory Solutions, LLC | 1.18% | Add +7.9% | 89,331 | $5.3M |
| HighPoint Advisor Group LLC | 0.22% | Add +1.7% | 88,672 | $5.3M |
| Register Financial Advisors LLC | 1.93% | Add +2.8% | 88,271 | $5.2M |
| World Investment Advisors | 0.08% | Add +196.3% | 86,811 | $5.1M |
| Hibernia Wealth Partners, LLC | 1.51% | Reduce -2.2% | 86,425 | $5.1M |
| Stifel Financial Corp. | 0.00% | Add +10.4% | 84,911 | $5.0M |
| Pachira Investments Inc. | 2.34% | Reduce -10.4% | 84,443 | $5.0M |
| Aptus Capital Advisors, LLC | 0.04% | Add +12.9% | 84,094 | $5.0M |
| Founders Financial Alliance, LLC | 0.90% | Add +6.7% | 84,061 | $5.0M |
| Flagship Harbor Advisors, LLC | 0.22% | Add +13.1% | 83,785 | $5.0M |
| Truefg, LLC | 1.31% | Add +0.6% | 83,537 | $4.9M |
| Truist Financial Corp. | 0.01% | Reduce -45.1% | 83,465 | $4.9M |
| Vista Investment Management | 1.56% | Reduce -3.5% | 78,735 | $4.7M |
| Renaissance Technologies | 0.01% | New | 76,700 | $4.5M |
| Robinswood Financial LLC | 1.43% | Add +17.8% | 76,688 | $4.5M |
| Omnitrust Wealth Management, Inc | 5.87% | Reduce -0.5% | 76,589 | $4.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.26% | New | 76,488 | $4.5M |
| Manhattan West Asset Management, LLC | 0.87% | Add +14.1% | 74,685 | $4.4M |
| Mayflower Financial Advisors, LLC | 0.53% | Add +1.8% | 74,165 | $4.4M |
| Compass Wealth Management LLC | 1.08% | Reduce -3.3% | 73,692 | $4.4M |
| Pure Financial Advisors, LLC | 0.06% | Add +5.6% | 73,501 | $4.4M |
| AE Wealth Management LLC | 0.02% | Add +10.3% | 73,500 | $4.4M |
| ArborFi Advisors, LLC | 3.55% | Add +5.6% | 73,454 | $4.3M |
| Up Capital Management, Inc. | 4.85% | Add +536.6% | 73,010 | $4.3M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +6.8% | 71,844 | $4.3M |
| Tradewinds Capital Management, LLC | 0.84% | Add +10.7% | 71,023 | $4.2M |
| Foronjy Financial LLC | 1.74% | Add +1.9% | 70,575 | $4.2M |
| Atlanta Consulting Group Advisors, LLC | 0.90% | Reduce -12.5% | 70,328 | $4.2M |
| Syntegra Private Wealth Group, LLC | 0.39% | Reduce -38.3% | 69,710 | $4.1M |
| Benchmark Financial, LLC | 3.69% | Add +9.8% | 69,380 | $4.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -8.6% | 66,900 | $4.0M |
| Apollon Wealth Management, LLC | 0.06% | Add +12.5% | 66,707 | $4.0M |
| Capital Investment Advisory Services, LLC | 0.28% | Add +14.6% | 65,850 | $3.9M |
| Landmark Wealth Management, Inc. | 1.46% | Add +0.2% | 65,523 | $3.9M |
| Summit Financial, LLC | 0.05% | Add +505.4% | 64,794 | $3.8M |
| G&S Capital LLC | 1.33% | Reduce -17.8% | 63,742 | $3.8M |
| Aspetuck Financial Management LLC | 2.58% | Add +1.5% | 63,617 | $3.8M |
| Financial Solutions Advisory Group, Inc. | 0.52% | — | 63,164 | $3.7M |
| Arq Wealth Advisors, LLC | 0.67% | Reduce -3.9% | 63,057 | $3.7M |
| Zinnia Wealth Advisory, LLC | 4.17% | Reduce -6.0% | 62,885 | $3.7M |
| Lynx Investment Advisory | 1.78% | Add +5.9% | 62,763 | $3.7M |
| Jacobi Capital Management LLC | 0.21% | Add +11.1% | 62,090 | $3.7M |
| Susquehanna International Group, LLP | 0.00% | Add +94.1% | 61,441 | $3.6M |
| Post Resch Tallon Group Inc. | 2.94% | Add +6.0% | 60,645 | $3.6M |
| Chemung Canal Trust Co. | 0.73% | No change | 60,994 | $3.6M |
| Breachway Investments LLC | 3.38% | Add +2.5% | 58,996 | $3.5M |
| Kagan Cocozza Asset Management | 2.41% | Reduce -1.9% | 57,911 | $3.4M |
| Signal Advisors Wealth, LLC | 0.23% | Add +9.3% | 56,685 | $3.4M |
| Tilia Fiduciary Partners, Inc. | 1.83% | Add +13.4% | 56,297 | $3.3M |
| Atria Investments, Inc | 0.04% | Reduce -1.5% | 55,750 | $3.3M |
| Perennial Investment Advisors, LLC | 0.26% | Reduce -1.5% | 55,346 | $3.3M |
| Signet Financial Management, LLC | 0.36% | Add +10.5% | 54,688 | $3.2M |
| Luken Investment Analytics, LLC | 1.23% | New | 54,441 | $3.2M |
| Capital Investment Management, Inc. | 1.11% | Add +2.8% | 54,334 | $3.2M |
| Simplicity Wealth,LLC | 0.18% | Add +17.6% | 53,952 | $3.2M |
| Flow Traders U.S. LLC | 0.10% | Reduce -14.5% | 53,826 | $3.2M |
| Aspire Private Capital, LLC | 0.72% | Reduce -0.5% | 53,678 | $3.2M |
| Luminist Capital LLC | 4.24% | Add +8.2% | 53,629 | $3.2M |
| Fiduciary Group, LLC | 0.27% | Add +11.5% | 53,523 | $3.2M |
| Jane Street Group, LLC | 0.00% | New | 53,265 | $3.2M |
| United Asset Strategies, Inc. | 0.25% | Reduce -1.3% | 53,142 | $3.1M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -2.3% | 52,956 | $3.1M |
| NovaPoint Capital, LLC | 0.78% | Reduce -0.2% | 52,820 | $3.1M |
| Walkner Condon Financial Advisors LLC | 0.41% | Add +4.7% | 52,641 | $3.1M |
| Capital Analysts, LLC | 0.08% | Add +0.5% | 51,822 | $3.1M |
| Naples Global Advisors, LLC | 0.22% | Add +2.5% | 51,518 | $3.1M |
| &partners | 0.02% | Add +2.5% | 51,495 | $3.0M |
| Power Wealth Management LLC | 1.13% | Add +2.6% | 51,420 | $3.0M |
| Madison Asset Management, LLC | 0.04% | No change | 51,395 | $3.0M |
| Stevens Capital Partners | 0.73% | Add +26.7% | 51,189 | $3.0M |
| Retirement Planning Group, LLC | 0.09% | Reduce -0.4% | 51,053 | $3.0M |
| AdvisorNet Financial, Inc | 0.15% | Add +0.7% | 50,394 | $3.0M |
| Tandem Investment Partners LLC | 2.52% | Add +2.3% | 50,210 | $3.0M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +6.4% | 50,206 | $3.0M |
| Wealthcare Capital Partners, LLC | 1.38% | Add +8.9% | 49,613 | $2.9M |
| Stratos Wealth Advisors, LLC | 0.18% | Add +1.6% | 49,220 | $2.9M |
| Destiny Capital Corp | 1.55% | Reduce -1.3% | 49,170 | $2.9M |
| GTS Securities LLC | 0.10% | New | 49,143 | $2.9M |
| Gotham Asset Management | 0.01% | New | 48,879 | $2.9M |
| Bank of New York Mellon Corp | 0.00% | Add +8.5% | 48,847 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +41.3% | 48,644 | $2.9M |
| Range Financial Group LLC | 0.96% | Reduce -1.9% | 48,368 | $2.9M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | Add +14.9% | 48,207 | $2.9M |
| IFP Advisors, Inc | 0.06% | Reduce -18.0% | 48,079 | $2.8M |
| Shum Financial Group, Inc. | 1.99% | Add +0.5% | 47,573 | $2.8M |
| Golden State Wealth Management, LLC | 0.31% | Reduce -20.1% | 47,116 | $2.8M |
| Blueprint Investment Partners LLC | 0.28% | Reduce -7.6% | 46,837 | $2.8M |
| Carroll Advisory Group, LLC | 1.07% | Reduce -2.9% | 46,603 | $2.8M |
| Breakwater Capital Group | 0.37% | Add +13.8% | 46,406 | $2.7M |
| Moneco Advisors, LLC | 0.21% | Add +4.3% | 46,147 | $2.7M |
| Intrua Financial, LLC | 0.29% | Reduce -5.8% | 46,030 | $2.7M |
| Kohmann Bosshard Financial Services, LLC | 0.25% | Reduce -1.6% | 44,173 | $2.6M |
| Towercrest Capital Management | 0.41% | Add +0.6% | 43,958 | $2.6M |
| Sterling Investment Advisors, Ltd. | 0.47% | Add +11.0% | 43,407 | $2.6M |
| 21 West Wealth Management LLC | 2.33% | Reduce -2.4% | 42,394 | $2.5M |
| FMR LLC | 0.00% | Add +12.7% | 42,366 | $2.5M |
| Semitam Bonam LLC | 2.04% | Add +1.8% | 42,215 | $2.5M |
| Total Clarity Wealth Management, Inc. | 0.58% | Reduce -23.6% | 42,014 | $2.5M |
| Alaska Wealth Advisors, LLC | 0.29% | Add +21.4% | 40,822 | $2.4M |
| Financial Enhancement Group LLC | 0.30% | Add +14.7% | 37,575 | $2.4M |
| Captrust Financial Advisors | 0.00% | Add +15.7% | 40,133 | $2.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.25% | Reduce -0.9% | 39,852 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +5.6% | 38,585 | $2.3M |
| Wealthcare Capital Management LLC | 0.23% | Add +0.5% | 38,478 | $2.3M |
| SIMA Wealth Partners, LLC | 1.73% | Add +2.2% | 38,356 | $2.3M |
| Cary Street Partners Financial LLC | 0.06% | Reduce -3.6% | 38,302 | $2.3M |
| Hanseatic Management Services Inc. | 2.15% | — | 37,901 | $2.2M |
| Mma Asset Management LLC | 0.79% | Add +4.3% | 37,760 | $2.2M |
| Modern Wealth Management, LLC | 0.04% | Reduce -20.4% | 36,892 | $2.2M |
| Larson Financial Group LLC | 0.07% | Add +9.3% | 37,084 | $2.2M |
| S.A. Mason LLC | 0.82% | Add +4.2% | 36,665 | $2.2M |
| Wealthquest Corp | 0.15% | Reduce -18.6% | 36,626 | $2.2M |
| Gateway Wealth Partners, LLC | 0.08% | Add +92.7% | 35,438 | $2.1M |
| Two Sigma Securities, LLC | 0.24% | Add +161.1% | 35,376 | $2.1M |
| CreativeOne Wealth, LLC | 0.05% | Add +24.6% | 35,089 | $2.1M |
| Sharkey, Howes & Javer | 0.28% | Reduce -25.4% | 35,036 | $2.1M |
| Alliance Wealth Management Group | 0.45% | Add +0.8% | 34,814 | $2.1M |
| Global Assets Advisory, LLC | 0.59% | New | 15,531 | $2.1M |
| Crescent Grove Advisors, LLC | 0.20% | Add +0.0% | 34,669 | $2.1M |
| Orange Investment Advisors, Inc. | 0.26% | Add +5.5% | 33,515 | $2.0M |
| Glen Eagle Advisors, LLC | 0.28% | Reduce -65.6% | 33,318 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -0.4% | 31,895 | $1.9M |
| L2 Asset Management, LLC | 0.18% | Add +58.3% | 31,588 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +26.7% | 31,572 | $1.9M |
| Measured Wealth Private Client Group, LLC | 0.51% | Reduce -14.8% | 31,537 | $1.9M |
| Meridian Financial Advisors, LLC | 1.02% | Add +1.1% | 31,520 | $1.9M |
| Rainier Family Wealth Inc. | 1.24% | Add +2.6% | 31,219 | $1.8M |
| Downshift Financial, LLC | 0.93% | Add +4.5% | 28,335 | $1.8M |
| Rossby Financial, LCC | 0.37% | Add +42046.5% | 29,924 | $1.8M |
| Raleigh Capital Management Inc. | 0.61% | Add +8.5% | 29,915 | $1.8M |
| Symphony Financial, Ltd. Co. | 0.23% | Reduce -69.6% | 30,114 | $1.8M |
| Cavalier Investments, LLC | 0.45% | Reduce -6.6% | 29,539 | $1.7M |
| Key Financial Inc | 0.31% | Reduce -4.7% | 29,510 | $1.7M |
| Wealth Enhancement Trust Services, Inc. | 0.21% | Reduce -25.7% | 29,431 | $1.7M |
| Waddell & Associates, LLC | 0.10% | Add +45.5% | 29,107 | $1.7M |
| Midwest Financial Network, LLC | 1.37% | Add +70.3% | 29,065 | $1.7M |
| Arete Wealth Advisors, LLC | 0.13% | Add +124.3% | 29,052 | $1.7M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -11.6% | 28,444 | $1.7M |
| Kingsview Wealth Management, LLC | 0.02% | Add +2.0% | 28,324 | $1.7M |
| Kelman-Lazarov, Inc. | 0.24% | Reduce -4.3% | 28,125 | $1.7M |
| Summit Investment Advisory Services, LLC | 0.62% | Reduce -0.2% | 28,120 | $1.7M |
| Advisor Resource Council | 0.64% | Add +1.5% | 27,509 | $1.6M |
| Blueprint Financial Advisors LLC | 0.24% | Reduce -8.9% | 27,100 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.11% | Reduce -9.0% | 24,818 | $1.6M |
| ORBA Wealth Advisors, L.L.C. | 1.89% | Reduce -8.7% | 26,786 | $1.6M |
| Clear Investment Research, LLC | 2.47% | Add +14.4% | 26,617 | $1.6M |
| Belpointe Asset Management LLC | 0.06% | Reduce -5.9% | 26,329 | $1.6M |
| TKG Advisors, LLC | 0.64% | Reduce -21.5% | 26,249 | $1.6M |
| Eldridge Investment Advisors, Inc. | 0.34% | Add +0.7% | 26,219 | $1.6M |
| Roundview Capital LLC | 0.10% | Add +0.9% | 26,003 | $1.5M |
| WCG Wealth Advisors LLC | 0.04% | Add +0.5% | 25,670 | $1.5M |
| Blue Jean Financial LLC | 1.23% | Add +2.7% | 25,288 | $1.5M |
| Bank of Montreal | 0.00% | Add +42.5% | 24,878 | $1.5M |
| Keystone Wealth Services, LLC | 0.32% | New | 24,877 | $1.5M |
| CoreCap Advisors, LLC | 0.05% | Add +1.3% | 24,755 | $1.5M |
| Inman Jager Wealth Management, LLC | 0.85% | Add +91.4% | 24,699 | $1.5M |
| Virtue Capital Management, LLC | 0.22% | New | 25,240 | $1.5M |
| Brio Consultants, LLC | 0.17% | Add +0.3% | 21,927 | $1.4M |
| Armbruster Capital Management, Inc. | 0.23% | Add +4.6% | 23,785 | $1.4M |
| Fifth Third Wealth Advisors LLC | 0.05% | Add +16.4% | 23,433 | $1.4M |
| Citizens Financial Group Inc. | 0.02% | Add +1.4% | 23,390 | $1.4M |
| Independent Wealth Network Inc. | 0.41% | Add +214.6% | 23,311 | $1.4M |
| NewEdge Wealth, LLC | 0.02% | Add +0.2% | 23,291 | $1.4M |
| Asset One Wealth Management LLC | 0.15% | Reduce -1.8% | 21,569 | $1.4M |
| Apollon Financial, LLC | 0.19% | Add +30.4% | 23,250 | $1.4M |
| Wedmont Private Capital | 0.04% | Reduce -0.4% | 22,104 | $1.4M |
| Money Concepts Capital Corp. | 0.08% | Add +10.6% | 23,013 | $1.4M |
| Apella Capital, LLC | 0.02% | Add +169.6% | 21,060 | $1.3M |
| Tennessee Valley Asset Management Partners | 0.18% | Reduce -77.2% | 22,612 | $1.3M |
| Worth Asset Management, LLC | 0.49% | New | 22,350 | $1.3M |
| Delta Wealth Advisors LLC | 1.00% | Add +4.0% | 22,176 | $1.3M |
| SageView Advisory Group, LLC | 0.05% | Add +934.8% | 22,144 | $1.3M |
| Navigation Group, LLC | 0.31% | — | 22,111 | $1.3M |
| Compton Financial Group, LLC | 0.29% | Reduce -17.4% | 22,039 | $1.3M |
| Nadler Financial Group, Inc. | 0.13% | New | 21,900 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Reduce -0.9% | 21,822 | $1.3M |
| Fingerlakes Wealth Management, Inc. | 0.85% | Reduce -1.8% | 21,570 | $1.3M |
| Curbstone Financial Management Corp | 0.24% | No change | 21,250 | $1.3M |
| Nicolet Bankshares Inc. | 0.05% | New | 21,057 | $1.3M |
| PAX Financial Group, LLC | 0.21% | Reduce -6.0% | 21,078 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +11.8% | 20,692 | $1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +13051.0% | 20,647 | $1.2M |
| Northwest Wealth Advisors, LLC | 0.85% | Reduce -2.3% | 19,992 | $1.2M |
| BCS Wealth Management | 0.24% | Reduce -44.0% | 19,965 | $1.2M |
| Principal Securities, Inc. | 0.02% | Add +83.9% | 19,853 | $1.2M |
| Evernest Financial Advisors, LLC | 0.24% | Reduce -0.2% | 18,242 | $1.2M |
| Butensky & Cohen Financial Security, Inc. | 0.31% | Add +0.2% | 19,633 | $1.2M |
| Legacy Edge Advisors, LLC | 0.12% | Add +46.7% | 19,606 | $1.2M |
| Meridian Wealth Advisors, LLC | 0.15% | New | 19,288 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.34% | Reduce -2.5% | 18,470 | $1.1M |
| Comprehensive Money Management Services LLC | 0.71% | Add +3.0% | 18,400 | $1.1M |
| Lifeworks Advisors, LLC | 0.14% | Reduce -0.5% | 18,324 | $1.1M |
| Fell Capital Management | 1.02% | Add +17.6% | 18,129 | $1.1M |
| Trinity Wealth Management, LLC | 0.39% | Add +1.6% | 18,038 | $1.1M |
| Mattson Financial Services, LLC | 0.25% | Add +2.5% | 17,994 | $1.1M |
| Quadcap Wealth Management, LLC | 0.12% | Reduce -7.6% | 17,662 | $1.0M |
| Richardson Financial Services Inc. | 0.65% | Reduce -7.0% | 17,645 | $1.0M |
| Kavar Capital Partners Group, LLC | 0.13% | No change | 17,512 | $1.0M |
| National Wealth Management Group, LLC | 0.38% | Reduce -4.8% | 17,448 | $1.0M |
| High Probability Advisors, LLC | 0.13% | Add +0.6% | 17,267 | $1.0M |
| WealthPlan Investment Management, LLC | 0.06% | Add +41.3% | 17,266 | $1.0M |
| Seeds Investor LLC | 0.14% | Add +5.5% | 16,268 | $1.0M |
| Saxony Capital Management, LLC | 0.59% | Reduce -14.5% | 17,222 | $1.0M |
| Capital Management Associates, Inc | 0.23% | Add +0.3% | 17,117 | $1.0M |
| Legacy Wealth Partners, LLC | 0.25% | Add +7.2% | 17,077 | $1.0M |
| Vise Technologies, Inc. | 0.02% | No change | 17,438 | $1.0M |
| Sterling Investment Counsel, LLC | 0.28% | Reduce -13.6% | 17,020 | $1.0M |
| Private Trust Co. NA | 0.09% | Reduce -16.3% | 16,962 | $1.0M |
| Hobbs Group Advisors, LLC | 0.30% | Reduce -0.1% | 16,696 | $989K |
| River Street Advisors LLC | 0.33% | Add +2.0% | 16,670 | $987K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +17.8% | 16,517 | $978K |
| HUB Investment Partners, LLC | 0.02% | Add +276.6% | 16,409 | $972K |
| Orin Green Financial, LLC | 0.40% | Reduce -0.1% | 16,376 | $970K |
| Balefire, LLC | 0.18% | Add +8.7% | 16,323 | $967K |
| Retirement Planning Co of New England, Inc. | 0.39% | Add +3.4% | 16,268 | $963K |
| Duncker Streett & Co. Inc. | 0.18% | No change | 16,210 | $960K |
| Compound Planning, Inc. | 0.03% | Reduce -1.8% | 16,129 | $955K |
| Grey Ledge Advisors, LLC | 0.21% | Add +6.2% | 16,052 | $951K |
| Trilogy Capital Inc. | 0.04% | Add +1.7% | 16,046 | $950K |
| Franklin Resources Inc. | 0.00% | No change | 16,021 | $949K |
| Ranch Capital Advisors Inc. | 0.34% | Add +3.7% | 15,898 | $942K |
| Global Financial Private Client, LLC | 0.31% | Add +7.5% | 15,797 | $935K |
| Financial Management Network Inc. | 0.14% | Reduce -6.1% | 15,062 | $933K |
| Krilogy Financial LLC | 0.03% | Add +0.1% | 14,592 | $914K |
| Aldebaran Financial Inc. | 0.87% | Reduce -0.3% | 15,382 | $911K |
| Perspective Wealth Advisors LLC | 0.59% | Add +29.6% | 15,341 | $908K |
| Second Line Capital, LLC | 0.17% | Reduce -4.3% | 14,174 | $904K |
| Mercer Global Advisors Inc. | 0.00% | Add +29.8% | 15,138 | $896K |
| Fusion Family Wealth, LLC | 0.07% | No change | 14,891 | $882K |
| Atlantic Union Bankshares Corp | 0.02% | Add +0.1% | 14,728 | $872K |
| Brand Asset Management Group, Inc. | 0.22% | Reduce -3.8% | 14,600 | $865K |
| Valpey Financial Services, LLC | 0.56% | Add +3.4% | 14,541 | $861K |
| Tidemark, LLC | 0.22% | Reduce -2.4% | 14,513 | $859K |
| VCI Wealth Management LLC | 0.23% | Add +154.1% | 14,303 | $847K |
| Ethos Financial Group, LLC | 0.06% | No change | 14,276 | $845K |
| Novus Advisors, LLC | 1.87% | Reduce -2.1% | 14,152 | $838K |
| Denver Wealth Management, Inc. | 0.29% | Reduce -7.5% | 14,098 | $835K |
| BIP Wealth, LLC | 0.03% | Reduce -20.2% | 14,026 | $831K |
| HORAN Wealth, LLC | 0.08% | No change | 14,053 | $814K |
| Sachetta, LLC | 0.44% | Add +0.3% | 13,696 | $811K |
| Watershed Private Wealth LLC | 0.25% | Reduce -2.4% | 13,678 | $810K |
| Smith, Moore & Co. | 0.06% | Add +2.9% | 13,629 | $807K |
| White Pine Capital LLC | 0.22% | No change | 13,511 | $800K |
| Advisory Alpha, LLC | 0.02% | Reduce -1.2% | 13,387 | $793K |
| Park Place Capital Corp | 0.16% | Add +0.3% | 13,331 | $789K |
| Fortitude Family Office, LLC | 0.18% | No change | 13,197 | $782K |
| F/m Investments LLC | 0.05% | Reduce -0.9% | 13,136 | $779K |
| WorthPointe, LLC | 0.21% | Reduce -14.4% | 13,154 | $779K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -12.1% | 13,131 | $778K |
| Drucker Wealth 3.0, LLC | 0.13% | Add +2.5% | 13,022 | $771K |
| Vawter Financial, Ltd. | 0.32% | No change | 12,747 | $755K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -0.5% | 11,629 | $755K |
| Balance Wealth Partners LLC | 0.23% | Reduce -58.4% | 12,501 | $740K |
| PFG Advisors | 0.04% | Add +2.4% | 12,453 | $737K |
| Courier Capital LLC | 0.04% | Add +7.3% | 12,437 | $737K |
| Sage Mountain Advisors LLC | 0.05% | Reduce -1.7% | 12,313 | $729K |
| Taylor & Morgan Wealth Management, LLC | 0.41% | Reduce -9.2% | 12,237 | $725K |
| Twin Focus Capital Partners, LLC | 0.08% | No change | 12,200 | $722K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +30.3% | 12,191 | $722K |
| Atlas Capital Advisors Inc. | 0.08% | Reduce -0.4% | 12,187 | $722K |
| Ascent Group, LLC | 0.02% | Reduce -3.3% | 12,000 | $711K |
| Anfield Capital Management, LLC | 0.19% | Reduce -0.0% | 11,854 | $702K |
| Securian Asset Management, Inc. | 0.03% | Add +5.4% | 11,800 | $699K |
| Brighton Jones LLC | 0.02% | New | 11,750 | $696K |
| Fiduciary Alliance LLC | 0.04% | Add +16.4% | 11,064 | $692K |
| ERn Financial, LLC | 0.13% | Reduce -9.7% | 11,684 | $692K |
| Diversify Wealth Management, LLC | 0.01% | Add +72.0% | 10,945 | $687K |
| Maridea Wealth Management LLC | 0.10% | Reduce -3.8% | 11,583 | $686K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.0% | 11,530 | $683K |
| Centaurus Financial, Inc. | 0.03% | Add +499.0% | 11,507 | $681K |
| International Private Wealth Advisors LLC | 0.41% | Add +2.9% | 11,441 | $678K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +10.7% | 11,379 | $674K |
| HB Wealth Management, LLC | 0.00% | Add +208.3% | 11,276 | $668K |
| Caitlin John, LLC | 0.40% | Reduce -12.3% | 11,259 | $667K |
| Level Four Advisory Services, LLC | 0.02% | Add +14.1% | 11,226 | $665K |
| Garrett Wealth Advisory Group, LLC | 0.12% | Add +31.3% | 11,183 | $662K |
| Flagship Private Wealth, LLC | 0.26% | Add +5.1% | 10,913 | $646K |
| Ieq Capital, LLC | 0.00% | Reduce -0.1% | 10,786 | $639K |
| Investment Planning Advisors, Inc. | 0.17% | Reduce -0.3% | 10,724 | $635K |
| Creative Financial Designs Inc. | 0.04% | Add +36.1% | 10,601 | $628K |
| WNY Asset Management, LLC | 0.06% | — | 10,601 | $628K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +63.7% | 10,565 | $626K |
| Medallion Wealth Advisors, LLC | 0.20% | Reduce -0.6% | 10,511 | $622K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -55.7% | 10,407 | $616K |
| Westco Advisory Services Inc. | 0.40% | Reduce -2.1% | 10,382 | $615K |
| Gambit Capital Management, LLC | 0.44% | Reduce -75.2% | 10,351 | $613K |
| Charter Oak Capital Management, LLC | 0.05% | Reduce -0.5% | 10,320 | $611K |
| Bessemer Group Inc. | 0.00% | Reduce -25.3% | 10,271 | $608K |
| Revolve Wealth Partners, LLC | 0.08% | Reduce -4.4% | 10,165 | $602K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -0.3% | 10,116 | $599K |
| Arkansas Financial Group, Inc. | 0.08% | Reduce -28.1% | 9,635 | $596K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.2% | 10,057 | $596K |
| Gilpin Wealth Management, LLC | 0.47% | Reduce -3.0% | 10,030 | $594K |
| Leslie Global Wealth, LLC | 0.30% | Add +0.5% | 9,746 | $577K |
| DAVENPORT & Co LLC | 0.00% | Add +3.5% | 9,728 | $576K |
| Commerce Bank | 0.00% | Add +7.7% | 9,549 | $565K |
| Fourth Dimension Wealth, LLC | 0.21% | Add +1.2% | 9,523 | $564K |
| Savvy Advisors, Inc. | 0.02% | Add +120.1% | 9,509 | $563K |
| Keystone Financial Group | 0.04% | Add +7.4% | 9,500 | $563K |
| Laraway Financial Advisors Inc | 0.40% | Add +3.3% | 9,490 | $562K |
| Colton Groome Financial Advisors, LLC | 0.16% | Add +0.1% | 9,470 | $561K |
| Goldstein Advisors, LLC | 0.06% | No change | 9,452 | $560K |
| Gen-Wealth Partners Inc | 0.18% | Reduce -2.7% | 9,411 | $557K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -40.3% | 9,390 | $556K |
| Narus Financial Partners, LLC | 0.15% | Reduce -2.0% | 9,366 | $555K |
| Lutz Financial Services LLC | 0.04% | No change | 9,264 | $549K |
| Lockerman Financial Group, Inc. | 0.97% | Add +3.1% | 9,098 | $539K |
| Motco | 0.05% | No change | 9,028 | $535K |
| Sollinda Capital Management LLC | 0.13% | Add +0.4% | 8,987 | $532K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.1% | 8,834 | $523K |
| Inspire Advisors, LLC | 0.04% | New | 8,800 | $521K |
| Americana Partners, LLC | 0.01% | No change | 8,632 | $511K |
| Claro Advisors Inc. | 0.06% | Add +3.0% | 8,553 | $507K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -75.2% | 8,515 | $504K |
| Tyche Wealth Partners LLC | 0.08% | Reduce -1.7% | 8,505 | $504K |
| Outlook Wealth Advisors, LLC | 0.12% | Reduce -4.5% | 8,482 | $502K |
| Parsons Capital Management Inc. | 0.02% | New | 8,477 | $502K |
| Neuberger Berman Group LLC | 0.00% | No change | 8,424 | $499K |
| Old Second National Bank of Aurora | 0.10% | Reduce -7.5% | 8,374 | $496K |
| Capital Financial Group Inc\co\ | 0.27% | Reduce -1.0% | 8,279 | $490K |
| Ironwood Wealth Management, LLC. | 0.14% | Reduce -5.9% | 8,245 | $488K |
| Strategic Financial Concepts, LLC | 0.12% | Reduce -8.3% | 8,221 | $487K |
| Baird Financial Group, Inc. | 0.00% | No change | 8,127 | $481K |
| Convergence Financial, LLC | 0.05% | Add +100.2% | 8,018 | $475K |
| Empower Advisory Group, LLC | 0.00% | Reduce -19.3% | 8,007 | $474K |
| Evoke Wealth, LLC | 0.01% | Add +0.1% | 7,960 | $471K |
| Integrity Wealth Partners, LLC | 0.42% | — | 7,943 | $470K |
| Hidden Cove Wealth Management, LLC | 0.30% | Reduce -13.2% | 7,917 | $469K |
| Landmark Wealth Management, LLC | 0.13% | Add +3.4% | 7,889 | $467K |
| Tru Independence Asset Management 2, LLC | 0.29% | No change | 7,862 | $466K |
| Texas Yale Capital Corp. | 0.01% | No change | 7,850 | $465K |
| Falcon Wealth Planning | 0.03% | Reduce -3.0% | 7,778 | $461K |
| Opulen Financial Group LLC | 0.32% | Add +1.8% | 7,772 | $460K |
| Mystic Asset Management, Inc. | 0.11% | Add +4.4% | 7,772 | $460K |
| Harbor Investment Advisory, LLC | 0.04% | Add +5.4% | 7,732 | $458K |
| Curi Capital, LLC | 0.01% | Add +1.6% | 7,484 | $443K |
| Thompson Davis & Co., Inc. | 0.29% | No change | 7,375 | $437K |
| Destination Wealth Management | 0.01% | Reduce -2.1% | 7,293 | $432K |
| Valtinson Bruner Financial Planning LLC | 0.12% | Add +4.3% | 7,282 | $431K |
| Empowered Funds, LLC | 0.00% | New | 7,074 | $419K |
| Sanchez Gaunt Capital Management, LLC | 0.26% | — | 7,055 | $418K |
| Clearstead Advisors, LLC | 0.00% | Reduce -9.0% | 7,049 | $417K |
| KPP Advisory Services LLC | 0.06% | Add +5.1% | 7,014 | $415K |
| WASHINGTON TRUST Co | 0.01% | New | 6,979 | $413K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -11.7% | 6,965 | $412K |
| Flputnam Investment Management Co. | 0.01% | Reduce -2.3% | 6,949 | $412K |
| WealthPoint Financial, LLC | 0.34% | Add +17.5% | 6,925 | $410K |
| Ballentine Partners, LLC | 0.01% | Add +68.6% | 6,892 | $408K |
| Sentinel Pension Advisors, LLC | 0.06% | Add +0.3% | 6,835 | $405K |
| Founders Financial Securities LLC | 0.02% | Reduce -3.9% | 6,478 | $401K |
| Values Added Financial LLC | 0.17% | Add +10.6% | 6,769 | $401K |
| Astoria Portfolio Advisors LLC. | 0.09% | Add +2.8% | 6,258 | $400K |
| Range Advisory, LLC | 0.07% | Add +76.2% | 6,695 | $396K |
| Jordan Park Group LLC | 0.02% | Reduce -23.6% | 6,648 | $394K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 6,566 | $389K |
| Meridian Wealth Management, LLC | 0.01% | Add +49.9% | 6,540 | $387K |
| SFG Wealth Management, LLC. | 0.16% | Add +72.3% | 6,510 | $385K |
| American Money Management, LLC | 0.06% | No change | 6,505 | $385K |
| Sfm, LLC | 0.23% | Reduce -13.3% | 6,497 | $385K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 6,619 | $383K |
| Sigma Planning Corp | 0.01% | Reduce -7.1% | 6,455 | $382K |
| Nwam LLC | 0.02% | Reduce -1.5% | 6,448 | $382K |
| Stegent Equity Advisors, Inc. | 0.32% | Reduce -45.0% | 6,427 | $381K |
| Stablepoint Partners, LLC | 0.06% | Reduce -1.0% | 6,424 | $380K |
| Sowell Financial Services LLC | 0.01% | Add +13.2% | 6,397 | $379K |
| MAI Capital Management | 0.00% | Add +17.7% | 6,392 | $379K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +56.2% | 6,316 | $374K |
| Harmony Asset Management LLC | 0.11% | No change | 6,315 | $374K |
| Headinvest, LLC | 0.08% | Add +48.5% | 6,200 | $367K |
| Balyasny Asset Management L.P. | 0.00% | New | 6,200 | $367K |
| Camelot Portfolios, LLC | 0.27% | New | 6,157 | $365K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +6.3% | 6,124 | $363K |
| Legacy Financial Strategies, LLC | 0.07% | Add +0.1% | 6,105 | $362K |
| Beckerman Institutional, LLC | 0.19% | No change | 6,081 | $360K |
| Wealth Advisors of Tampa Bay, LLC | 0.12% | No change | 6,080 | $360K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -17.9% | 6,012 | $356K |
| Kovack Advisors, Inc. | 0.02% | Add +19.3% | 5,924 | $353K |
| October Effect Ltd | 0.40% | Add +32.1% | 5,927 | $351K |
| VestGen Advisors, LLC | 0.01% | Add +7.3% | 5,422 | $349K |
| Maripau Wealth Management LLC | 0.15% | Add +54.5% | 5,872 | $348K |
| Scarborough Advisors, LLC | 0.04% | Add +0.2% | 5,849 | $346K |
| Balboa Wealth Partners | 0.06% | Reduce -2.8% | 5,831 | $345K |
| Marion Wealth Management | 0.08% | Reduce -13.2% | 5,714 | $338K |
| Vertex Planning Partners, LLC | 0.07% | No change | 5,702 | $338K |
| Wescott Financial Advisory Group, LLC | 0.03% | Add +0.1% | 5,690 | $337K |
| Alliancebernstein L.P. | 0.00% | Add +0.0% | 5,814 | $337K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -2.3% | 5,676 | $336K |
| SigFig Wealth Management, LLC | 0.01% | Add +30.9% | 5,625 | $333K |
| Iams Wealth Management, LLC | 0.12% | Reduce -2.5% | 5,592 | $331K |
| UMB Bank, n.a. | 0.00% | Add +239.4% | 5,539 | $328K |
| Acorn Wealth Advisors, LLC | 0.10% | Add +5.3% | 5,534 | $328K |
| APS Management Group, Inc. | 0.28% | Reduce -0.7% | 5,515 | $327K |
| Precedent Wealth Partners, LLC | 0.07% | Reduce -2.5% | 5,495 | $325K |
| Roman Butler Fullerton & Co. | 0.09% | Add +0.2% | 5,190 | $321K |
| Advisors Capital Management, LLC | 0.00% | Reduce -6.8% | 5,391 | $319K |
| Truepoint, Inc. | 0.01% | Add +0.0% | 5,390 | $319K |
| BridgePort Financial Solutions, LLC | 0.09% | Reduce -0.2% | 5,375 | $318K |
| Davis R M Inc. | 0.01% | Reduce -24.3% | 5,371 | $318K |
| Orion Capital Management LLC | 0.11% | No change | 5,315 | $315K |
| Innovative Wealth Building LLC | 0.22% | Add +0.7% | 5,307 | $314K |
| Aureum Wealth Management, LLC | 0.21% | New | 5,202 | $308K |
| Canvas Wealth Advisors, LLC | 0.05% | Reduce -2.4% | 5,199 | $308K |
| Paladin Wealth, LLC | 0.21% | Add +15.7% | 5,189 | $307K |
| Milestone Asset Management Group, LLC | 0.18% | No change | 5,176 | $307K |
| Latitude Advisors, LLC | 0.14% | Reduce -0.9% | 5,164 | $306K |
| Ironwood Financial, llc | 0.05% | No change | 5,156 | $305K |
| WLTH Capital Management, LLC | 0.24% | Add +0.0% | 5,113 | $303K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 5,100 | $302K |
| Tandem Wealth Advisors LLC | 0.13% | Reduce -18.1% | 5,095 | $302K |
| Brown Financial Advisors | 0.11% | Add +24.0% | 5,093 | $302K |
| Continuum Advisory, LLC | 0.03% | Reduce -1.0% | 5,080 | $301K |
| Diligent Investors, LLC | 0.07% | No change | 5,065 | $300K |
| Zacks Investment Management | 0.00% | Add +9.3% | 5,055 | $299K |
| USAdvisors Wealth Management, LLC | 0.10% | Reduce -2.3% | 5,184 | $298K |
| Amicus Financial Advisors, LLC | 0.08% | Reduce -7.2% | 4,933 | $292K |
| SMI Advisory Services, LLC | 0.05% | Reduce -31.3% | 4,865 | $292K |
| Mattern Wealth Management LLC | 0.06% | No change | 4,906 | $291K |
| PCG Wealth Advisors, LLC | 0.07% | Add +1.3% | 4,900 | $290K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +6.1% | 4,893 | $290K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,865 | $288K |
| Optimist Retirement Group LLC | 0.13% | Add +0.1% | 4,817 | $285K |
| Decision Investments, Inc. | 0.32% | Reduce -5.9% | 4,810 | $285K |
| Acropolis Investment Management, LLC | 0.01% | Add +13.5% | 4,788 | $284K |
| Quartz Partners, LLC | 0.11% | New | 4,765 | $282K |
| Valeo Financial Advisors, LLC | 0.01% | Add +6.7% | 4,753 | $281K |
| Vanguard Advisers Inc. | 0.00% | — | 4,701 | $278K |
| Evolution Wealth Management Inc. | 0.20% | Add +0.1% | 4,688 | $278K |
| PCB Capital LLC | 0.44% | Add +10.1% | 4,678 | $277K |
| Conservest Capital Advisors, Inc. | 0.03% | New | 4,667 | $276K |
| Brown Advisory Inc. | 0.00% | Add +8.0% | 4,660 | $276K |
| Midwestern Financial, LLC | 0.22% | Add +0.3% | 4,620 | $274K |
| Spectrum Planning & Advisory Services Inc. | 0.13% | Add +0.1% | 4,584 | $271K |
| Eclectic Associates Inc. | 0.04% | Add +0.1% | 4,552 | $270K |
| Fullerton Advisors, LLC | 0.28% | Reduce -4.5% | 4,552 | $270K |
| Investmark Advisory Group LLC | 0.11% | No change | 4,534 | $269K |
| Altrius Capital Management Inc | 0.05% | Add +5.3% | 4,527 | $268K |
| XTX Topco Ltd | 0.00% | New | 4,514 | $267K |
| Goodman Financial Corp | 0.05% | Reduce -0.2% | 4,481 | $265K |
| Silverlake Wealth Management LLC | 0.05% | Reduce -19.5% | 4,349 | $258K |
| Ritholtz Wealth Management | 0.00% | New | 4,308 | $255K |
| Dynamic Financial Group | 0.21% | Add +0.0% | 4,307 | $255K |
| Five Oceans Advisors | 0.09% | Reduce -4.1% | 4,278 | $253K |
| My Personal CFO, LLC | 0.11% | No change | 4,228 | $250K |
| Denver PWM, LLC | 0.09% | Reduce -2.5% | 3,853 | $250K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -15.6% | 4,209 | $249K |
| Absolute Capital Management, LLC | 0.08% | Add +4.4% | 4,193 | $248K |
| WFA of San Diego, LLC | 0.20% | No change | 4,163 | $247K |
| Tranquility Partners, LLC | 0.09% | Reduce -3.2% | 4,149 | $246K |
| Aegis Wealth Management, Inc. | 0.19% | New | 4,144 | $245K |
| Old Port Advisors | 0.06% | Add +0.6% | 4,049 | $240K |
| Round Rock Advisors LLC | 0.04% | Reduce -2.9% | 4,025 | $238K |
| Vestment Financial LLC | 0.11% | No change | 3,679 | $237K |
| True North Advisors, LLC | 0.03% | No change | 3,992 | $236K |
| Mayport, LLC | 0.04% | New | 3,983 | $236K |
| US Bancorp \de | 0.00% | No change | 3,920 | $232K |
| Westside Investment Management, Inc. | 0.04% | Reduce -44.9% | 3,868 | $231K |
| MSH Capital Advisors LLC | 0.05% | Reduce -1.1% | 3,880 | $230K |
| Matauro, LLC | 0.03% | Reduce -22.3% | 3,851 | $228K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 3,843 | $228K |
| Estate Counselors, LLC | 0.02% | Reduce -21.3% | 3,825 | $227K |
| Grey Fox Wealth Advisors, LLC | 0.04% | Add +1.7% | 3,811 | $226K |
| Procyon Advisors, LLC | 0.01% | New | 3,799 | $225K |
| Capstone Wealth Management Group, LLC | 0.09% | Reduce -0.3% | 3,793 | $225K |
| Norden Group LLC | 0.02% | Reduce -2.4% | 3,781 | $224K |
| Magnolia Private Wealth, LLC | 0.15% | No change | 3,742 | $222K |
| Client 1ST Advisory Group, LLC | 0.07% | Add +1.0% | 3,711 | $220K |
| Kraft, Davis & Associates, LLC | 0.05% | Reduce -86.9% | 3,431 | $219K |
| NorthRock Partners, LLC | 0.00% | Reduce -33.1% | 3,686 | $218K |
| Wealthgarden F.S. LLC | 0.15% | Add +0.6% | 3,661 | $217K |
| ForthRight Wealth Management, LLC | 0.06% | Add +3.9% | 3,635 | $215K |
| Lanark Financial, Inc. | 0.02% | No change | 3,550 | $210K |
| Guardian Wealth Advisors, LLC | 0.12% | Reduce -3.3% | 3,545 | $210K |
| Summit Wealth Group LLC / Co. | 0.02% | No change | 3,538 | $210K |
| Certified Advisory Corp | 0.02% | Reduce -2.5% | 3,522 | $209K |
| Uptown Financial Advisors LLC | 0.17% | New | 3,513 | $208K |
| Arlington Trust Co LLC | 0.02% | Add +1.8% | 3,499 | $207K |
| American Financial & Tax Strategies Inc. | 0.10% | Reduce -0.5% | 3,483 | $206K |
| Accurate Wealth Management, LLC | 0.02% | New | 3,295 | $203K |
| Montis Financial, LLC | 0.04% | New | 3,434 | $203K |
| Nilsine Partners, LLC | 0.02% | New | 3,180 | $203K |
| Signaturefd, LLC | 0.00% | Reduce -4.3% | 3,423 | $203K |
| ETF Store, Inc. | 0.20% | New | 3,400 | $201K |
| Smartleaf Asset Management LLC | 0.01% | Add +17.3% | 3,411 | $196K |
| International Assets Investment Management, LLC | 0.01% | No change | 3,177 | $190K |
| Phillips Financial Management, LLC | 0.01% | No change | 3,195 | $189K |
| JDM Financial Group LLC | 0.07% | Add +0.0% | 3,159 | $187K |
| NFSG Corp | 0.03% | Reduce -0.7% | 3,151 | $187K |
| Barnes Dennig Private Wealth Management LLC | 0.18% | Add +268.1% | 3,033 | $180K |
| Strategic Investment Advisors / MI | 0.01% | New | 3,020 | $179K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 3,003 | $178K |
| Angeles Wealth Management, LLC | 0.01% | New | 2,685 | $159K |
| Triumph Capital Management | 0.03% | Add +1.1% | 2,606 | $154K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -1.2% | 2,580 | $153K |
| Rossmore Private Capital | 0.01% | Add +63.3% | 2,579 | $153K |
| Front Row Advisors LLC | 0.05% | No change | 2,491 | $148K |
| Richard W. Paul & Associates, LLC | 0.05% | Reduce -3.2% | 2,438 | $144K |
| POM Investment Strategies, LLC | 0.16% | Reduce -95.2% | 2,197 | $130K |
| Team Financial Group, LLC | 0.06% | Add +11.5% | 2,088 | $124K |
| Longview Financial Advisors LLC | 0.06% | No change | 2,009 | $119K |
| SYM FINANCIAL Corp | 0.01% | New | 2,000 | $118K |
| CX Institutional | 0.00% | Reduce -12.5% | 1,902 | $113K |
| GGM Financial LLC | 0.05% | Reduce -9.4% | 1,892 | $112K |
| Whittier Trust Co. | 0.00% | No change | 1,851 | $111K |
| Hilltop National Bank | 0.03% | No change | 1,776 | $105K |
| Parallel Advisors, LLC | 0.00% | Reduce -13.6% | 1,726 | $102K |
| Napier Financial, LLC | 0.02% | New | 1,721 | $102K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,620 | $96K |
| Gill Capital Partners, LLC | 0.03% | New | 1,613 | $96K |
| Rialto Wealth Management, LLC | 0.02% | Reduce -62.0% | 1,578 | $93K |
| Spire Wealth Management | 0.00% | No change | 1,513 | $90K |
| MJT & Associates Financial Advisory Group, Inc. | 0.07% | No change | 1,506 | $89K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -40.5% | 1,503 | $89K |
| Root Financial Partners, LLC | 0.00% | Add +187.0% | 1,392 | $82K |
| Paladin Advisory Group, LLC | 0.06% | No change | 1,390 | $82K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +107.4% | 1,352 | $80K |
| Strive Financial Group ,LLC | 0.04% | Reduce -1.5% | 1,292 | $77K |
| Tompkins Financial Corp. | 0.01% | Add +47.7% | 1,257 | $74K |
| WealthShield Partners, LLC | 0.01% | Add +0.3% | 1,251 | $74K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,230 | $74K |
| Capital & Planning, LLC | 0.04% | New | 1,228 | $73K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.0% | 1,217 | $72K |
| Graney & King, LLC | 0.04% | Add +3.0% | 1,182 | $70K |
| Protective Life Corp. | 0.22% | New | 1,104 | $65K |
| American National Bank & Trust | 0.01% | No change | 1,059 | $63K |
| Advisortrust Partners, LLC | 0.03% | New | 1,057 | $63K |
| Barclays PLC | 0.00% | New | 1,000 | $59K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.7% | 969 | $57K |
| DecisionPoint Financial, LLC | 0.01% | Add +28.1% | 963 | $57K |
| Walsh & Associates, LLC | 0.06% | Add +5.5% | 956 | $57K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -16.5% | 905 | $54K |
| Millstone Evans Group, LLC | 0.03% | No change | 900 | $53K |
| Arax Advisory Partners | 0.00% | Reduce -2.5% | 873 | $52K |
| Park National Corp. | 0.00% | New | 840 | $50K |
| Ancora Advisors LLC | 0.00% | No change | 806 | $48K |
| Caldwell Trust Co | 0.00% | No change | 758 | $45K |
| Crewe Advisors LLC | 0.00% | Add +40.5% | 750 | $44K |
| Silver Grove Financial Group, Inc. | 0.04% | New | 743 | $44K |
| Rothschild Investment LLC | 0.00% | Add +0.1% | 732 | $43K |
| CENTRAL TRUST Co | 0.00% | No change | 731 | $43K |
| Synergy Investment Management, LLC | 0.01% | New | 711 | $42K |
| Mather Group, Llc. | 0.00% | New | 708 | $42K |
| GAMMA Investing LLC | 0.00% | New | 706 | $42K |
| Signature Equity Partners, LLC | 0.02% | New | 702 | $42K |
| IMA Advisory Services, Inc. | 0.00% | No change | 700 | $41K |
| Collier Financial | 0.03% | No change | 690 | $41K |
| Brown, Lisle/Cummings, Inc. | 0.01% | New | 689 | $41K |
| Winch Advisory Services, LLC | 0.01% | Add +0.3% | 642 | $38K |
| Dunhill Financial, LLC | 0.01% | New | 601 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +62.5% | 593 | $35K |
| Opal Wealth Advisors, LLC | 0.01% | New | 568 | $34K |
| Sittner & Nelson, LLC | 0.01% | No change | 565 | $33K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.4% | 515 | $30K |
| Realta Investment Advisors | 0.01% | Add +196.5% | 513 | $30K |
| LRI Investments, LLC | 0.00% | No change | 509 | $30K |
| Ameriflex Group, Inc. | 0.01% | No change | 496 | $29K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 460 | $29K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +96.1% | 698 | $29K |
| Ascentis Independent Advisors | 0.00% | New | 483 | $29K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -6.2% | 481 | $28K |
| Stone House Investment Management, LLC | 0.01% | Reduce -10.7% | 478 | $28K |
| Go Invest LLC | 0.01% | Add +0.2% | 464 | $27K |
| Destiny Wealth Partners, LLC | 0.00% | New | 461 | $27K |
| Essential Partners LLC | 0.01% | No change | 428 | $25K |
| Sunbelt Securities, Inc. | 0.00% | No change | 425 | $25K |
| Bernard Wealth Management Corp. | 0.01% | Reduce -33.6% | 375 | $22K |
| Covestor Ltd | 0.01% | Add +131.0% | 358 | $21K |
| Trust Co | 0.00% | Add +73.3% | 331 | $20K |
| Rogco, LP | 0.01% | New | 318 | $19K |
| HFM Investment Advisors, LLC | 0.01% | Add +65.4% | 296 | $18K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -21.2% | 294 | $17K |
| Main Street Group, LTD | 0.01% | New | 268 | $16K |
| Cranbrook Wealth Management, LLC | 0.00% | Add +3.2% | 261 | $15K |
| Meramec Financial Planners, LLC | 0.01% | New | 240 | $15K |
| Zions Bancorporation, National Association | 0.00% | New | 257 | $15K |
| Coston, McIsaac & Partners | 0.00% | Add +55.0% | 262 | $15K |
| Key Capital Management, INC | 0.01% | New | 247 | $15K |
| North Ridge Wealth Advisors, Inc. | 0.01% | Reduce -20.7% | 226 | $13K |
| Lodestone Wealth Management LLC | 0.00% | No change | 204 | $12K |
| Oakworth Capital, Inc. | 0.00% | No change | 199 | $12K |
| Topsail Wealth Management, LLC | 0.00% | No change | 189 | $11K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 190 | $11K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -17.7% | 181 | $11K |
| Citigroup Inc. | 0.00% | Add +30.8% | 174 | $10K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +0.6% | 164 | $10K |
| Abound Wealth Management | 0.00% | New | 151 | $9K |
| Blueline Advisors LLC | 0.01% | Reduce -6.4% | 146 | $9K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +18.8% | 139 | $8K |
| Bfsg, LLC | 0.00% | No change | 125 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1000.0% | 121 | $7K |
| Hanson & Doremus Investment Management | 0.00% | New | 119 | $7K |
| Financial Consulate, Inc. | 0.00% | No change | 118 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | Add +0.9% | 117 | $7K |
| Maseco LLP | 0.00% | Reduce -3.6% | 107 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | Add +34.6% | 105 | $6K |
| REAP Financial Group, LLC | 0.00% | No change | 103 | $6K |
| Tucker Asset Management LLC | 0.00% | Add +124.4% | 101 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 100 | $6K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 90 | $6K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 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% | No change | 87 | $5K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 84 | $5K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 82 | $5K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 78 | $5K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -73.8% | 78 | $5K |
| IMG Wealth Management, Inc. | 0.00% | No change | 73 | $4K |
| Pacifica Partners Inc. | 0.00% | New | 71 | $4K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 70 | $4K |
| Sound Income Strategies, LLC | 0.00% | Add +58.1% | 68 | $4K |
| Johnson Financial Group, Inc. | 0.00% | No change | 54 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 52 | $3K |
| Fiduciary Advisors, Inc. | 0.00% | No change | 45 | $3K |
| Community Bank, N.A. | 0.00% | No change | 45 | $3K |
| Archer Investment Corp | 0.00% | Add +25.0% | 30 | $2K |
| PlanVest Financial, Inc | 0.00% | — | 27 | $2K |
| Copia Wealth Management | 0.00% | New | 27 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 27 | $2K |
| SHP Wealth Management | 0.00% | No change | 22 | $1K |
| Fortis Group Advisors, LLC | 0.00% | No change | 20 | $1K |
| Truvestments Capital LLC | 0.00% | New | 19 | $1K |
| Networth Advisors, LLC | 0.00% | New | 14 | $829 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 10 | $592 |
| EPG Wealth Management LLC | 0.00% | No change | 10 | $592 |
| Cheviot Value Management, LLC | 0.00% | No change | 9 | $533 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 9 | $533 |
| Community Financial Services Group, LLC | 0.00% | New | 7 | $418 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 5 | $296 |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 2 | $120 |
| RHL Group, LLC | 0.00% | No change | 2 | $119 |
| Parkside Financial Bank & Trust | 0.00% | New | 1 | $60 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $59 |
| 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.