SS SPDR P S&P 400 Midcap ETFSPMDETF
13F holders, Q2 2026 (June 30)844holders +29
76new positions
39sold out
4famous investors
$67.47avg. 13F price*
At the end of Q2 2026, 844 institutions reported holding SS SPDR P S&P 400 Midcap ETF (SPMD) in their 13F filings, up 29 from Q1 2026. 76 opened new positions and 39 sold out. The largest holders were Creative Planning ($6.8B), Betterment LLC ($1.3B) and LPL Financial LLC ($909.1M). 4 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- SS SPDR P S&P 400 Midcap ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $62.5M |
| Exits | 39 | $52.7M |
All 13F filers, Q1 2026 → Q2 2026: 19,980,619 shares bought and 7,356,287 shares sold, net +12,624,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 844 holders
| Creative Planning | 4.00% | Add +4.8% | 101,248,410 | $6.8B |
| Betterment LLC | 2.16% | Reduce -6.6% | 18,865,773 | $1.3B |
| LPL Financial LLC | 0.20% | Add +4.7% | 13,456,379 | $909.1M |
| Bank of America Corp. | 0.04% | Add +348.3% | 8,659,408 | $585.0M |
| Valmark Advisers, Inc. | 5.10% | Reduce -1.6% | 7,099,453 | $479.6M |
| Envestnet Asset Management Inc. | 0.07% | Add +8.2% | 4,488,056 | $303.2M |
| Morgan Stanley | 0.01% | Add +2.5% | 3,893,545 | $263.0M |
| AlTi Global, Inc. | 3.91% | Reduce -0.7% | 2,803,253 | $189.4M |
| Facet Wealth, Inc. | 2.55% | Add +2.0% | 2,636,343 | $178.1M |
| First Command Advisory Services, Inc. | 0.82% | Add +11.6% | 2,038,889 | $137.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -1.6% | 1,918,268 | $129.6M |
| UBS Group AG | 0.02% | Reduce -55.3% | 1,714,902 | $115.9M |
| HighTower Advisors, LLC | 0.11% | Reduce -17.5% | 1,648,164 | $111.3M |
| Koss-Olinger Consulting, LLC | 8.19% | Add +48.0% | 1,574,014 | $106.3M |
| Osaic Holdings, Inc. | 0.12% | Add +13.6% | 1,535,784 | $103.8M |
| Wells Fargo & Company | 0.02% | Add +5.1% | 1,518,548 | $102.6M |
| United Capital Financial Advisors, LLC | 0.56% | Add +4.1% | 1,492,239 | $100.7M |
| Mason Street Advisors, LLC | 8.64% | Reduce -9.2% | 1,419,072 | $95.9M |
| Hancock Prospecting Pty Ltd | 1.67% | No change | 1,410,470 | $95.3M |
| Blair William & Co. | 0.23% | Add +54.3% | 1,294,582 | $87.5M |
| Wealthcare Advisory Partners LLC | 1.58% | Add +4.1% | 1,230,591 | $83.1M |
| Raymond James Financial Inc. | 0.02% | Add +16.7% | 1,223,685 | $82.7M |
| Hills Bank & Trust Co | 3.50% | Reduce -6.0% | 1,215,987 | $82.2M |
| Cornerstone Wealth Management, LLC | 3.22% | Reduce -0.7% | 1,107,956 | $74.9M |
| Royal Bank of Canada | 0.01% | Add +21.4% | 1,050,971 | $71.0M |
| Auto-Owners Insurance Co | 1.59% | Reduce -21.8% | 1,040,000 | $70.2M |
| Greenleaf Trust | 0.64% | Add +9.2% | 984,218 | $66.5M |
| Vicus Capital | 4.05% | Add +1.3% | 927,780 | $62.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.1% | 920,576 | $62.2M |
| Composition Wealth, LLC | 0.72% | Add +22.2% | 908,750 | $61.4M |
| Farther Finance Advisors, LLC | 0.47% | Add +12.0% | 892,359 | $60.3M |
| HHM Wealth Advisors, LLC | 5.82% | Add +5.2% | 856,429 | $57.9M |
| Bokf, NA | 0.77% | Add +0.2% | 827,035 | $55.9M |
| JNBA Financial Advisors | 4.17% | Reduce -4.2% | 815,885 | $55.1M |
| Private Advisor Group, LLC | 0.24% | Reduce -8.0% | 778,352 | $52.6M |
| 1900 Wealth Management LLC | 2.91% | Add +2.4% | 774,635 | $52.3M |
| Peterson Wealth Advisors, LLC | 5.97% | Add +2.4% | 748,284 | $50.6M |
| AlphaStar Capital Management, LLC | 3.19% | Reduce -8.1% | 741,916 | $50.1M |
| Great Valley Advisor Group, Inc. | 0.79% | Add +0.4% | 740,863 | $50.1M |
| BlackRock, Inc. | 0.00% | Add +43.5% | 729,476 | $49.3M |
| JPMorgan Chase & Co. | 0.00% | Add +159.7% | 732,536 | $49.1M |
| RKL Wealth Management LLC | 3.88% | Add +6.0% | 720,231 | $48.7M |
| Equitable Holdings, Inc. | 0.28% | Add +14.8% | 703,911 | $47.6M |
| Impact Partnership Wealth, LLC | 4.52% | Add +6.4% | 687,948 | $46.5M |
| Oarsman Capital, Inc. | 4.59% | Add +8.8% | 642,059 | $43.4M |
| Retirement Income Solutions, Inc. | 7.28% | Reduce -0.4% | 714,469 | $42.3M |
| Thrivent Financial for Lutherans | 0.07% | Add +56.0% | 625,213 | $42.2M |
| Atlas Private Wealth Advisors | 8.28% | Add +1.8% | 559,902 | $37.8M |
| Savant Capital, LLC | 0.11% | Add +97.7% | 595,107 | $37.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.94% | Add +4.7% | 522,957 | $35.3M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Add +8.1% | 516,571 | $34.9M |
| National Bank of Canada | 0.03% | Reduce -9.9% | 514,000 | $34.7M |
| Dakota Wealth Management | 0.64% | Add +23.6% | 497,764 | $33.6M |
| MML Investors Services, LLC | 0.07% | Add +6.3% | 491,126 | $33.2M |
| Corient Private Wealth LP | 0.05% | Add +1.9% | 489,744 | $33.1M |
| Stifel Financial Corp. | 0.03% | Add +465.3% | 479,984 | $32.4M |
| Waverly Advisors, LLC | 0.19% | Add +2.5% | 478,595 | $32.3M |
| Cahaba Wealth Management, Inc. | 1.90% | Reduce -0.6% | 467,183 | $31.6M |
| Assetmark, Inc. | 0.05% | Add +3.2% | 457,527 | $30.9M |
| St Germain D J Co. Inc. | 1.08% | Add +4.8% | 442,350 | $29.9M |
| Global Retirement Partners, LLC | 0.45% | — | 435,087 | $29.4M |
| Financial Strategies Group, Inc. | 4.68% | Add +2.9% | 442,361 | $29.4M |
| CIBC Bancorp USA Inc. | 0.04% | Add +48.9% | 433,583 | $28.9M |
| Ellenbecker Investment Group | 3.31% | Add +10.4% | 421,419 | $28.5M |
| Integrity Advisory Solutions, LLC | 2.84% | Add +0.9% | 407,945 | $27.6M |
| AQR Capital Management | 0.01% | Add +9.8% | 398,855 | $26.9M |
| First National Trust Co | 0.91% | Reduce -2.2% | 397,969 | $26.9M |
| Cerity Partners LLC | 0.03% | Add +0.7% | 390,075 | $26.4M |
| OneAscent Financial Services LLC | 1.24% | Reduce -0.2% | 385,267 | $26.0M |
| Octavia Wealth Advisors, LLC | 2.21% | Add +3.8% | 378,745 | $25.6M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -1.5% | 378,182 | $25.6M |
| Evermay Wealth Management LLC | 2.58% | Add +11.8% | 370,105 | $25.0M |
| Penserra Capital Management LLC | 0.19% | Reduce -12.1% | 357,197 | $24.1M |
| Reston Wealth Management LLC | 6.28% | Add +0.7% | 344,616 | $23.3M |
| Marathon Strategic Advisors, LLC | 13.11% | Add +5.2% | 343,706 | $23.2M |
| Geneos Wealth Management Inc. | 0.46% | Add +3.3% | 336,945 | $22.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.3% | 498,535 | $22.6M |
| Gladstone Institutional Advisory LLC | 0.71% | Add +16.3% | 333,055 | $22.5M |
| Cetera Investment Advisers | 0.02% | Add +18.6% | 325,592 | $22.0M |
| RFG Advisory, LLC | 0.34% | Reduce -6.4% | 325,572 | $22.0M |
| Crews Bank & Trust | 2.80% | Reduce -3.4% | 317,015 | $21.4M |
| Financial Gravity Companies, Inc. | 3.37% | — | 307,321 | $20.8M |
| New Perspectives, Inc | 6.35% | Add +4.8% | 306,457 | $20.7M |
| Shepherd Financial Partners LLC | 1.68% | Add +2.6% | 303,394 | $20.5M |
| Alta Wealth Advisors LLC | 5.39% | Reduce -0.1% | 294,514 | $19.9M |
| Allworth Financial LP | 0.08% | Reduce -2.9% | 292,169 | $19.7M |
| Avior Wealth Management, LLC | 0.52% | Add +1.4% | 290,317 | $19.6M |
| Fifth Third Bancorp | 0.03% | Reduce -2.3% | 277,214 | $18.7M |
| Coldstream Capital Management Inc. | 0.23% | Add +1.9% | 273,796 | $18.5M |
| Lido Advisors, LLC | 0.06% | Add +3.9% | 265,663 | $17.9M |
| North Star Asset Management Inc. | 0.69% | Add +1.5% | 258,787 | $17.5M |
| Venture Visionary Partners LLC | 0.49% | Reduce -2.9% | 257,868 | $17.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.2% | 257,591 | $17.4M |
| Montz Harcus Wealth Management LLC | 6.18% | Add +7.1% | 257,179 | $17.4M |
| Summit Trail Advisors, LLC | 0.22% | Reduce -7.5% | 255,712 | $17.3M |
| Bensler, LLC | 1.48% | Add +4.8% | 247,497 | $16.7M |
| Cascade Financial Partners, LLC | 1.45% | Add +4.0% | 247,468 | $16.7M |
| Sun Life Financial Inc. | 0.83% | Reduce -40.1% | 238,587 | $16.1M |
| SageView Advisory Group, LLC | 0.52% | Add +967.4% | 236,358 | $16.0M |
| Higgins & Schmidt Wealth Strategies LLC | 6.41% | Add +3.4% | 229,878 | $15.5M |
| Park Avenue Securities LLC | 0.09% | New | 224,715 | $15.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +92.0% | 223,245 | $15.1M |
| IAG Wealth Partners, LLC | 1.49% | Reduce -3.0% | 222,817 | $15.1M |
| TPG Financial Advisors, LLC | 4.49% | Add +0.8% | 222,569 | $15.0M |
| Mariner, LLC | 0.02% | Reduce -27.8% | 219,884 | $14.9M |
| WBH Advisory Inc. | 0.96% | Reduce -0.5% | 210,799 | $14.2M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +2.6% | 209,980 | $14.2M |
| Citizens & Northern Corp. | 3.21% | Reduce -12.7% | 208,139 | $14.1M |
| PSI Advisors, LLC | 3.25% | Add +1.3% | 207,189 | $14.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +23.6% | 206,473 | $13.9M |
| Retirement Financial Solutions, LLC | 3.36% | Add +4.7% | 202,058 | $13.7M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +6.4% | 201,214 | $13.6M |
| Wrapmanager Inc. | 4.20% | Reduce -1.6% | 198,631 | $13.4M |
| FF Advisors,LLC | 4.85% | Add +1.8% | 191,508 | $12.9M |
| Sanctuary Advisors, LLC | 0.06% | Add +0.6% | 185,267 | $12.5M |
| NewEdge Advisors, LLC | 0.04% | Add +1.1% | 184,506 | $12.5M |
| Western Wealth Management, LLC | 0.41% | Reduce -14.9% | 184,170 | $12.4M |
| Louisiana State Employees Retirement System | 0.18% | Add +13.4% | 183,100 | $12.4M |
| Gradient Investments LLC | 0.16% | Add +35.4% | 175,260 | $11.8M |
| Lumbard & Kellner, LLC | 3.57% | Add +0.9% | 174,182 | $11.8M |
| XY Planning Network, Inc. | 1.48% | Reduce -2.9% | 174,104 | $11.8M |
| Integrated Wealth Concepts LLC | 0.08% | Add +4.5% | 173,924 | $11.8M |
| Warren Street Wealth Advisors, LLC | 2.63% | Add +2.4% | 172,640 | $11.7M |
| Zhang Financial LLC | 0.34% | Reduce -0.9% | 170,413 | $11.5M |
| Nottingham Advisors, Inc. | 1.34% | Reduce -1.7% | 159,243 | $11.2M |
| Pathstone Holdings, LLC | 0.03% | No change | 165,486 | $11.2M |
| Collaborative Wealth Managment Inc. | 4.68% | Reduce -6.0% | 164,588 | $11.1M |
| CGN Advisors LLC | 0.81% | Reduce -3.0% | 164,377 | $11.1M |
| Windsor Capital Management, LLC | 2.76% | Reduce -3.2% | 157,413 | $10.6M |
| Focus Partners Wealth | 0.01% | Reduce -29.5% | 157,262 | $10.6M |
| NorthCrest Asset Manangement, LLC | 0.27% | Add +60.6% | 158,018 | $10.5M |
| Wealth Management Resources, Inc. | 3.19% | Reduce -18.9% | 153,069 | $10.3M |
| Berkeley Capital Partners, LLC | 2.13% | Add +4.7% | 152,978 | $10.3M |
| Waller Financial Planning Group, Inc. | 2.11% | Reduce -10.4% | 151,413 | $10.2M |
| Madison Asset Management, LLC | 0.12% | Add +192.6% | 150,364 | $10.2M |
| Private Wealth Group, LLC | 3.79% | Add +13.3% | 145,167 | $9.8M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -4.5% | 144,356 | $9.8M |
| Retiremitten Financial LLC | 4.11% | Add +5.5% | 144,168 | $9.7M |
| Northern Trust Corp. | 0.00% | Add +2.8% | 141,684 | $9.6M |
| Millington Financial Advisors, LLC | 3.73% | Add +2.7% | 143,428 | $9.5M |
| KWB Wealth | 0.81% | Add +14.0% | 139,488 | $9.4M |
| Carnegie Investment Counsel | 0.19% | Add +3.5% | 137,400 | $9.3M |
| IHT Wealth Management, LLC | 0.20% | Add +2.2% | 137,072 | $9.3M |
| BOK Financial Private Wealth, Inc. | 0.47% | Reduce -4.2% | 136,530 | $9.2M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -0.6% | 131,050 | $8.9M |
| Inspire Trust Co, N.A. | 1.21% | No change | 130,612 | $8.8M |
| Chicago Partners Investment Group LLC | 0.18% | Add +4.4% | 133,388 | $8.8M |
| AlphaCore Capital LLC | 0.16% | Reduce -5.0% | 130,423 | $8.8M |
| AF Advisors, Inc. | 4.25% | No change | 128,000 | $8.6M |
| Consolidated Capital Management, LLC | 2.22% | Add +1.6% | 123,123 | $8.3M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -2.8% | 121,818 | $8.2M |
| Flow Traders U.S. LLC | 0.34% | Add +125.8% | 121,526 | $8.2M |
| Two Sigma Investments, LP | 0.01% | New | 118,600 | $8.0M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -2.5% | 117,507 | $7.9M |
| Evergreen Capital Management LLC | 0.14% | No change | 117,044 | $7.9M |
| Jones Financial Companies LLLP | 0.00% | Add +14.6% | 117,806 | $7.9M |
| Abound Financial, LLC | 3.13% | Reduce -0.8% | 116,316 | $7.9M |
| CarsonAllaria Wealth Management, Ltd. | 3.39% | Add +10.4% | 115,961 | $7.8M |
| ODonnell Financial Services, LLC | 2.22% | Add +8.6% | 111,806 | $7.6M |
| Resonant Capital Advisors, LLC | 0.36% | Add +4.8% | 111,770 | $7.6M |
| Independent Financial Group, LLC | 0.14% | Add +1.5% | 108,925 | $7.4M |
| Bill Few Associates, Inc. | 1.55% | Add +2.7% | 107,104 | $7.2M |
| Modera Wealth Management, LLC | 0.08% | Add +0.3% | 106,893 | $7.2M |
| Quantinno Capital Management LP | 0.01% | Add +2.9% | 106,538 | $7.2M |
| Arete Wealth Advisors, LLC | 0.47% | Add +264.5% | 105,895 | $7.2M |
| Addison Capital Co | 1.17% | Add +2.7% | 105,712 | $7.1M |
| Pecaut & Co. | 2.17% | Reduce -0.5% | 105,452 | $7.1M |
| Harbour Investments, Inc. | 0.10% | Add +4.6% | 105,431 | $7.1M |
| Up Capital Management, Inc. | 5.47% | Add +43.3% | 104,595 | $7.1M |
| Verus Capital Partners, LLC | 0.38% | Add +3.0% | 104,209 | $7.0M |
| Arkadios Wealth Advisors | 0.11% | Reduce -0.6% | 103,795 | $7.0M |
| Aptus Capital Advisors, LLC | 0.05% | Add +18.6% | 99,737 | $6.7M |
| Jacksonville Wealth Management, LLC | 3.77% | Add +8.5% | 98,537 | $6.7M |
| CVFG LLC | 0.70% | Reduce -0.2% | 98,382 | $6.6M |
| Advance Capital Management, Inc. | 0.21% | Add +1.6% | 98,368 | $6.6M |
| First PREMIER Bank | 1.07% | New | 98,070 | $6.6M |
| HighPoint Advisor Group LLC | 0.23% | Add +9.0% | 96,691 | $6.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.9% | 94,662 | $6.4M |
| Wealth Advisory Solutions, LLC | 1.30% | Add +4.6% | 93,474 | $6.3M |
| Ausdal Financial Partners, Inc. | 0.25% | Add +0.5% | 92,979 | $6.3M |
| Pinkerton Wealth, LLC | 0.52% | Reduce -3.9% | 102,672 | $6.1M |
| Register Financial Advisors LLC | 1.84% | Add +0.6% | 88,790 | $6.0M |
| GeoWealth Management, LLC | 0.19% | Reduce -4.1% | 87,462 | $5.9M |
| IFG Advisory, LLC | 0.21% | New | 86,842 | $5.9M |
| Robinswood Financial LLC | 1.66% | Add +11.6% | 85,604 | $5.8M |
| Truefg, LLC | 1.34% | Add +1.7% | 84,928 | $5.7M |
| Flagship Harbor Advisors, LLC | 0.22% | Add +1.4% | 84,917 | $5.7M |
| True Freedom Investing, LLC | 0.45% | Reduce -2.1% | 96,433 | $5.7M |
| Truist Financial Corp. | 0.01% | Add +0.3% | 83,729 | $5.7M |
| Stewardship Advisors, LLC | 1.16% | Reduce -58.2% | 82,890 | $5.6M |
| AE Wealth Management LLC | 0.03% | Add +10.0% | 80,847 | $5.5M |
| Foronjy Financial LLC | 1.99% | Add +13.6% | 80,146 | $5.4M |
| TOP Private Wealth LLC. | 5.18% | — | 79,919 | $5.4M |
| Pachira Investments Inc. | 2.03% | Reduce -5.9% | 79,477 | $5.4M |
| Vista Investment Management | 1.59% | Reduce -0.7% | 78,154 | $5.3M |
| Tradewinds Capital Management, LLC | 0.94% | Add +9.7% | 77,891 | $5.3M |
| World Investment Advisors | 0.09% | Reduce -0.3% | 86,560 | $5.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +96.9% | 75,960 | $5.1M |
| Manhattan West Asset Management, LLC | 0.85% | Add +1.5% | 75,776 | $5.1M |
| ArborFi Advisors, LLC | 3.63% | Add +0.9% | 74,102 | $5.0M |
| Mayflower Financial Advisors, LLC | 0.43% | Reduce -0.6% | 73,748 | $5.0M |
| Capital Investment Advisory Services, LLC | 0.30% | Add +10.8% | 72,981 | $4.9M |
| Pure Financial Advisors, LLC | 0.06% | Reduce -0.9% | 72,858 | $4.9M |
| Blueprint Investment Partners LLC | 0.41% | Add +55.1% | 72,654 | $4.9M |
| Signal Advisors Wealth, LLC | 0.26% | Add +27.4% | 72,202 | $4.9M |
| Apollon Wealth Management, LLC | 0.06% | Add +8.1% | 72,139 | $4.9M |
| Luken Investment Analytics, LLC | 1.69% | Add +31.7% | 71,712 | $4.8M |
| Jacobi Capital Management LLC | 0.23% | Add +13.3% | 70,343 | $4.8M |
| Atlanta Consulting Group Advisors, LLC | 0.75% | Add +0.0% | 70,329 | $4.8M |
| Landmark Wealth Management, Inc. | 1.54% | Add +5.1% | 68,863 | $4.7M |
| Syntegra Private Wealth Group, LLC | 0.36% | Reduce -2.0% | 68,313 | $4.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +1.8% | 68,100 | $4.6M |
| Benchmark Financial, LLC | 3.75% | Reduce -2.0% | 68,015 | $4.6M |
| Summit Financial, LLC | 0.05% | Add +3.1% | 66,787 | $4.5M |
| Compass Wealth Management LLC | 0.84% | Reduce -10.3% | 66,090 | $4.5M |
| Tilia Fiduciary Partners, Inc. | 2.11% | Add +16.8% | 65,756 | $4.4M |
| Aspetuck Financial Management LLC | 2.53% | Add +0.2% | 63,723 | $4.3M |
| Lynx Investment Advisory | 1.40% | Add +0.7% | 63,180 | $4.3M |
| G&S Capital LLC | 1.23% | Reduce -1.3% | 62,931 | $4.3M |
| Susquehanna International Group, LLP | 0.00% | Add +0.4% | 61,692 | $4.2M |
| Financial Solutions Advisory Group, Inc. | 0.52% | Reduce -1.3% | 62,355 | $4.1M |
| Chemung Canal Trust Co. | 0.76% | No change | 60,994 | $4.1M |
| Post Resch Tallon Group Inc. | 2.83% | Reduce -0.1% | 60,612 | $4.1M |
| National Wealth Management Group, LLC | 1.25% | Add +243.1% | 59,856 | $4.0M |
| Simplicity Wealth,LLC | 0.14% | Add +10.4% | 59,567 | $4.0M |
| Zinnia Wealth Advisory, LLC | 4.10% | Reduce -5.3% | 59,526 | $4.0M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -19.2% | 58,049 | $3.9M |
| Kagan Cocozza Asset Management | 2.44% | Reduce -0.4% | 57,678 | $3.9M |
| Capital Analysts, LLC | 0.09% | Add +10.1% | 57,041 | $3.9M |
| Fiduciary Group, LLC | 0.30% | Add +6.5% | 57,026 | $3.9M |
| Bank of New York Mellon Corp | 0.00% | Add +15.8% | 56,554 | $3.8M |
| Atria Investments, Inc | 0.04% | Add +1.1% | 56,386 | $3.8M |
| United Asset Strategies, Inc. | 0.27% | Add +5.9% | 56,282 | $3.8M |
| Perennial Investment Advisors, LLC | 0.25% | Add +0.8% | 55,762 | $3.8M |
| Walkner Condon Financial Advisors LLC | 0.43% | Add +4.2% | 54,824 | $3.7M |
| Capital Investment Management, Inc. | 1.13% | Add +0.7% | 54,711 | $3.7M |
| Moneco Advisors, LLC | 0.22% | Add +15.5% | 53,314 | $3.6M |
| NovaPoint Capital, LLC | 0.75% | Add +0.9% | 53,272 | $3.6M |
| IFP Advisors, Inc | 0.07% | Add +10.8% | 53,255 | $3.6M |
| &partners | 0.01% | Add +3.1% | 53,087 | $3.6M |
| Power Wealth Management LLC | 1.22% | Add +1.8% | 52,354 | $3.5M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -1.2% | 52,305 | $3.5M |
| FMR LLC | 0.00% | Add +23.3% | 52,255 | $3.5M |
| Aspire Private Capital, LLC | 0.72% | Reduce -3.5% | 51,774 | $3.5M |
| Naples Global Advisors, LLC | 0.22% | Add +0.2% | 51,605 | $3.5M |
| Tandem Investment Partners LLC | 2.67% | Add +2.3% | 51,340 | $3.5M |
| Stevens Capital Partners | 0.66% | Reduce -0.4% | 50,987 | $3.4M |
| Arq Wealth Advisors, LLC | 0.43% | Reduce -17.8% | 51,859 | $3.4M |
| Alaska Wealth Advisors, LLC | 0.37% | Add +23.3% | 50,339 | $3.4M |
| Breakwater Capital Group | 0.41% | Add +8.3% | 50,245 | $3.4M |
| Vestmark Advisory Solutions, Inc. | 0.03% | No change | 50,206 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.19% | Add +1.9% | 50,139 | $3.4M |
| Wealthcare Capital Partners, LLC | 1.40% | Add +0.7% | 49,981 | $3.4M |
| AdvisorNet Financial, Inc | 0.15% | Reduce -0.8% | 49,971 | $3.4M |
| Retirement Planning Group, LLC | 0.09% | Reduce -2.9% | 49,576 | $3.3M |
| Gotham Asset Management | 0.01% | No change | 48,879 | $3.3M |
| Destiny Capital Corp | 1.53% | Reduce -1.0% | 48,662 | $3.3M |
| Johnson Investment Counsel Inc. | 0.02% | Add +317.6% | 48,150 | $3.3M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | Reduce -0.4% | 48,013 | $3.2M |
| Shum Financial Group, Inc. | 1.95% | Add +0.8% | 47,975 | $3.2M |
| Range Financial Group LLC | 0.88% | Reduce -1.3% | 47,723 | $3.2M |
| Luminist Capital LLC | 3.57% | Reduce -12.9% | 46,687 | $3.2M |
| Carroll Advisory Group, LLC | 1.03% | Add +0.0% | 46,616 | $3.1M |
| Golden State Wealth Management, LLC | 0.28% | Reduce -2.5% | 45,932 | $3.1M |
| Modern Wealth Management, LLC | 0.04% | Add +23.9% | 45,709 | $3.1M |
| Hibernia Wealth Partners, LLC | 1.67% | Reduce -47.2% | 45,633 | $3.1M |
| Intrua Financial, LLC | 0.29% | Reduce -1.7% | 45,239 | $3.1M |
| Nadler Financial Group, Inc. | 0.25% | Add +102.9% | 44,428 | $3.0M |
| Towercrest Capital Management | 0.41% | Reduce -1.0% | 43,507 | $2.9M |
| Sterling Investment Advisors, Ltd. | 0.49% | Reduce -0.1% | 43,359 | $2.9M |
| Kohmann Bosshard Financial Services, LLC | 0.25% | Reduce -2.2% | 43,219 | $2.9M |
| Semitam Bonam LLC | 2.14% | Add +2.1% | 43,106 | $2.9M |
| Blueprint Financial Advisors LLC | 0.32% | Add +57.0% | 42,558 | $2.9M |
| 21 West Wealth Management LLC | 2.44% | Reduce -0.4% | 42,238 | $2.9M |
| Cary Street Partners Financial LLC | 0.06% | Add +8.1% | 41,417 | $2.8M |
| Principal Securities, Inc. | 0.03% | Add +106.3% | 40,963 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -16.7% | 40,509 | $2.7M |
| Saxony Capital Management, LLC | 1.25% | Add +134.0% | 40,302 | $2.7M |
| SIMA Wealth Partners, LLC | 1.92% | Add +4.3% | 40,008 | $2.7M |
| Wealthcare Capital Management LLC | 0.25% | Add +2.1% | 39,302 | $2.7M |
| Financial Enhancement Group LLC | 0.32% | Add +4.3% | 39,204 | $2.6M |
| Moisand Fitzgerald Tamayo, LLC | 0.26% | Reduce -2.0% | 39,058 | $2.6M |
| Jump Financial, LLC | 0.03% | Reduce -69.1% | 37,726 | $2.5M |
| Mma Asset Management LLC | 0.80% | Reduce -2.0% | 37,012 | $2.5M |
| Hanseatic Management Services Inc. | 1.83% | Reduce -2.7% | 36,884 | $2.5M |
| S.A. Mason LLC | 0.76% | Add +0.3% | 36,783 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +240.6% | 35,979 | $2.4M |
| Crescent Grove Advisors, LLC | 0.20% | Add +2.9% | 35,678 | $2.4M |
| Midwest Financial Network, LLC | 1.59% | Add +18.6% | 34,472 | $2.3M |
| Wealthquest Corp | 0.15% | Reduce -6.3% | 34,334 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Add +7.5% | 33,930 | $2.3M |
| Glen Eagle Advisors, LLC | 0.29% | Add +1.4% | 33,790 | $2.3M |
| Alliance Wealth Management Group | 0.44% | Reduce -3.0% | 33,759 | $2.3M |
| Orange Investment Advisors, Inc. | 0.28% | Add +0.6% | 33,727 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +3.5% | 32,996 | $2.2M |
| Rainier Family Wealth Inc. | 1.26% | Add +4.7% | 32,695 | $2.2M |
| Ameritas Advisory Services, LLC | 0.04% | Add +221.1% | 32,481 | $2.2M |
| Meridian Financial Advisors, LLC | 1.04% | Add +1.6% | 32,034 | $2.2M |
| Bradley Foster & Sargent Inc. | 0.03% | Add +9.1% | 31,035 | $2.1M |
| Bank of Montreal | 0.00% | Add +23.3% | 30,675 | $2.1M |
| Raleigh Capital Management Inc. | 0.65% | Add +0.0% | 29,918 | $2.0M |
| Independent Advisor Alliance | 0.05% | Reduce -91.3% | 29,540 | $2.0M |
| Breachway Investments LLC | 3.00% | Reduce -50.0% | 29,468 | $2.0M |
| Roundview Capital LLC | 0.11% | Add +13.3% | 29,462 | $2.0M |
| Virtue Capital Management, LLC | 0.26% | Add +16.1% | 29,308 | $2.0M |
| Transcendent Capital Group LLC | 0.77% | New | 29,240 | $2.0M |
| Wealth Enhancement Trust Services, Inc. | 0.22% | Reduce -0.9% | 29,160 | $2.0M |
| Captrust Financial Advisors | 0.00% | Reduce -27.6% | 29,064 | $2.0M |
| Rossby Financial, LCC | 0.36% | Reduce -3.2% | 28,969 | $2.0M |
| Downshift Financial, LLC | 0.89% | Add +2.1% | 28,928 | $2.0M |
| SG Americas Securities, LLC | 0.00% | New | 28,575 | $1.9M |
| Key Financial Inc | 0.32% | Reduce -3.2% | 28,563 | $1.9M |
| Symphony Financial, Ltd. Co. | 0.21% | Reduce -4.6% | 28,726 | $1.9M |
| Waddell & Associates, LLC | 0.09% | Reduce -2.8% | 28,299 | $1.9M |
| Kelman-Lazarov, Inc. | 0.25% | Reduce -0.1% | 28,083 | $1.9M |
| Advisory Services Network, LLC | 0.02% | Add +34.2% | 27,769 | $1.9M |
| Fifth Third Wealth Advisors LLC | 0.05% | Add +18.4% | 27,757 | $1.9M |
| Brown Advisory Inc. | 0.00% | Add +494.7% | 27,711 | $1.9M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -2.4% | 27,644 | $1.9M |
| Advisor Resource Council | 0.62% | Add +0.0% | 27,518 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +80.5% | 27,332 | $1.8M |
| Two Sigma Securities, LLC | 0.16% | Reduce -23.6% | 27,039 | $1.8M |
| Caitlin John, LLC | 1.00% | Add +139.3% | 26,940 | $1.8M |
| TKG Advisors, LLC | 0.63% | Add +2.5% | 26,918 | $1.8M |
| L2 Asset Management, LLC | 0.19% | Reduce -14.9% | 26,887 | $1.8M |
| Clear Investment Research, LLC | 2.81% | Add +0.6% | 26,764 | $1.8M |
| Summit Investment Advisory Services, LLC | 0.45% | Reduce -5.0% | 26,715 | $1.8M |
| Coppell Advisory Solutions LLC | 0.15% | New | 5,179 | $1.8M |
| Vise Technologies, Inc. | 0.02% | Add +51.3% | 26,380 | $1.8M |
| Inman Jager Wealth Management, LLC | 0.95% | Add +6.6% | 26,326 | $1.8M |
| Belpointe Asset Management LLC | 0.06% | Reduce -0.1% | 26,293 | $1.8M |
| Cavalier Investments, LLC | 0.65% | Reduce -11.0% | 26,284 | $1.8M |
| Centaurus Financial, Inc. | 0.07% | Add +125.5% | 25,948 | $1.8M |
| Merit Financial Group, LLC | 0.01% | Add +17.1% | 25,553 | $1.7M |
| Larson Financial Group LLC | 0.05% | Reduce -31.5% | 25,403 | $1.7M |
| Keystone Wealth Services, LLC | 0.31% | Add +0.6% | 25,026 | $1.7M |
| Citizens Financial Group Inc. | 0.02% | Add +6.4% | 24,895 | $1.7M |
| CoreCap Advisors, LLC | 0.05% | Add +0.0% | 24,762 | $1.7M |
| Delta Wealth Advisors LLC | 1.19% | Add +11.0% | 24,624 | $1.7M |
| Measured Wealth Private Client Group, LLC | 0.40% | Reduce -22.3% | 24,516 | $1.7M |
| Money Concepts Capital Corp. | 0.08% | Add +5.8% | 24,358 | $1.6M |
| WCG Wealth Advisors LLC | 0.04% | Reduce -5.3% | 24,302 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.11% | Reduce -2.6% | 24,174 | $1.6M |
| Navigation Group, LLC | 0.31% | Add +6.0% | 23,443 | $1.6M |
| NewEdge Wealth, LLC | 0.02% | Reduce -0.2% | 23,238 | $1.6M |
| Eldridge Investment Advisors, Inc. | 0.31% | Reduce -12.4% | 22,967 | $1.6M |
| Apollon Financial, LLC | 0.18% | Reduce -3.4% | 22,468 | $1.5M |
| Tennessee Valley Asset Management Partners | 0.17% | Reduce -1.3% | 22,318 | $1.5M |
| Worth Asset Management, LLC | 0.48% | Reduce -0.3% | 22,292 | $1.5M |
| SMART Wealth LLC | 0.32% | New | 22,233 | $1.5M |
| Independent Wealth Network Inc. | 0.38% | Reduce -5.0% | 22,142 | $1.5M |
| Legacy Edge Advisors, LLC | 0.14% | Add +12.6% | 22,068 | $1.5M |
| Brio Consultants, LLC | 0.17% | Add +0.4% | 22,016 | $1.5M |
| Curbstone Financial Management Corp | 0.25% | Add +2.4% | 21,750 | $1.5M |
| Fingerlakes Wealth Management, Inc. | 0.79% | Add +0.6% | 21,704 | $1.5M |
| Wedmont Private Capital | 0.04% | No change | 22,104 | $1.5M |
| BCS Wealth Management | 0.26% | Add +8.6% | 21,678 | $1.5M |
| Founders Financial Alliance, LLC | 0.19% | Reduce -74.7% | 21,235 | $1.4M |
| MBM Wealth Consultants, LLC | 0.27% | New | 20,788 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 20,647 | $1.4M |
| Strategic Financial Planning, Inc. | 0.73% | New | 20,599 | $1.4M |
| ORBA Wealth Advisors, L.L.C. | 1.19% | Reduce -23.2% | 20,565 | $1.4M |
| Apella Capital, LLC | 0.02% | Reduce -1.2% | 20,816 | $1.4M |
| Mattson Financial Services, LLC | 0.28% | Add +13.1% | 20,359 | $1.4M |
| PAX Financial Group, LLC | 0.20% | Reduce -5.0% | 20,027 | $1.4M |
| Northwest Wealth Advisors, LLC | 0.77% | Reduce -1.3% | 19,727 | $1.3M |
| Armbruster Capital Management, Inc. | 0.20% | Reduce -17.1% | 19,727 | $1.3M |
| Nicolet Bankshares Inc. | 0.04% | Reduce -5.4% | 19,911 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -44.4% | 19,504 | $1.3M |
| Asset One Wealth Management LLC | 0.14% | Reduce -8.5% | 19,732 | $1.3M |
| Meridian Wealth Advisors, LLC | 0.15% | Add +0.3% | 19,350 | $1.3M |
| Fell Capital Management | 1.09% | Add +6.0% | 19,207 | $1.3M |
| River Street Advisors LLC | 0.38% | Add +15.1% | 19,186 | $1.3M |
| Butensky & Cohen Financial Security, Inc. | 0.32% | Reduce -2.8% | 19,088 | $1.3M |
| Comprehensive Money Management Services LLC | 0.80% | Add +2.7% | 18,900 | $1.3M |
| Sharkey, Howes & Javer | 0.15% | Reduce -46.4% | 18,780 | $1.3M |
| Seeds Investor LLC | 0.13% | Add +14.2% | 18,572 | $1.3M |
| Legacy Wealth Partners, LLC | 0.28% | Add +8.4% | 18,516 | $1.3M |
| High Probability Advisors, LLC | 0.13% | Add +5.7% | 18,251 | $1.2M |
| Gateway Wealth Partners, LLC | 0.07% | Reduce -48.6% | 18,224 | $1.2M |
| Evernest Financial Advisors, LLC | 0.26% | Reduce -0.5% | 18,149 | $1.2M |
| Trinity Wealth Management, LLC | 0.39% | Add +0.3% | 18,100 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.34% | Reduce -2.0% | 18,096 | $1.2M |
| Quadcap Wealth Management, LLC | 0.12% | Reduce -0.3% | 17,604 | $1.2M |
| Kavar Capital Partners Group, LLC | 0.15% | Add +0.0% | 17,513 | $1.2M |
| WealthPlan Investment Management, LLC | 0.06% | Add +0.0% | 17,272 | $1.2M |
| Capital Management Associates, Inc | 0.23% | Add +0.5% | 17,194 | $1.2M |
| Global Financial Private Client, LLC | 0.31% | Add +8.7% | 17,169 | $1.2M |
| Richardson Financial Services Inc. | 0.65% | Reduce -4.2% | 16,908 | $1.1M |
| Private Trust Co. NA | 0.09% | Reduce -0.4% | 16,889 | $1.1M |
| Balance Wealth Partners LLC | 0.30% | Add +34.6% | 16,832 | $1.1M |
| Ranch Capital Advisors Inc. | 0.36% | Add +5.2% | 16,728 | $1.1M |
| Hobbs Group Advisors, LLC | 0.30% | Add +0.0% | 16,697 | $1.1M |
| BIP Wealth, LLC | 0.03% | Add +18.5% | 16,620 | $1.1M |
| SFG Wealth Management, LLC. | 0.40% | Add +155.3% | 16,619 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | New | 16,559 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 16,517 | $1.1M |
| Retirement Planning Co of New England, Inc. | 0.40% | Add +0.4% | 16,332 | $1.1M |
| Balefire, LLC | 0.18% | Reduce -0.3% | 16,278 | $1.1M |
| Duncker Streett & Co. Inc. | 0.19% | Reduce -0.2% | 16,183 | $1.1M |
| Grey Ledge Advisors, LLC | 0.22% | Add +0.5% | 16,137 | $1.1M |
| Orin Green Financial, LLC | 0.40% | Reduce -1.7% | 16,095 | $1.1M |
| Aldebaran Financial Inc. | 0.88% | Add +4.6% | 16,092 | $1.1M |
| Franklin Resources Inc. | 0.00% | No change | 16,021 | $1.1M |
| Trilogy Capital Inc. | 0.04% | Reduce -2.7% | 15,608 | $1.1M |
| HUB Investment Partners, LLC | 0.02% | Reduce -5.2% | 15,559 | $1.1M |
| Compound Planning, Inc. | 0.03% | Reduce -4.3% | 15,435 | $1.0M |
| Perspective Wealth Advisors LLC | 0.57% | Reduce -0.1% | 15,331 | $1.0M |
| Valpey Financial Services, LLC | 0.61% | Add +4.4% | 15,179 | $1.0M |
| Lifeworks Advisors, LLC | 0.11% | Reduce -17.4% | 15,127 | $1.0M |
| HORAN Wealth, LLC | 0.13% | Add +7.3% | 15,078 | $1.0M |
| Cape Cod Five Cents Savings Bank | 0.08% | — | 14,955 | $1.0M |
| Worth Financial Advisory Group, LLC | 0.42% | Add +91.0% | 14,858 | $1.0M |
| Sterling Investment Counsel, LLC | 0.24% | Reduce -12.8% | 14,847 | $1.0M |
| Krilogy Financial LLC | 0.03% | Add +1.3% | 14,774 | $998K |
| Brand Asset Management Group, Inc. | 0.22% | Reduce -0.8% | 14,484 | $979K |
| VCI Wealth Management LLC | 0.24% | Add +1.2% | 14,469 | $978K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -2.0% | 14,440 | $976K |
| Financial Management Network Inc. | 0.14% | Reduce -2.2% | 14,731 | $975K |
| MAI Capital Management | 0.00% | Add +125.7% | 14,428 | $975K |
| Savvy Advisors, Inc. | 0.02% | Add +50.0% | 14,261 | $963K |
| Denver Wealth Management, Inc. | 0.27% | Add +0.5% | 14,167 | $957K |
| Atlas Capital Advisors Inc. | 0.10% | Add +15.8% | 14,111 | $953K |
| Second Line Capital, LLC | 0.18% | Reduce -0.8% | 14,068 | $950K |
| Flagship Private Wealth, LLC | 0.33% | Add +28.0% | 13,965 | $943K |
| Novus Advisors, LLC | 1.96% | Reduce -1.6% | 13,933 | $941K |
| Ethos Financial Group, LLC | 0.06% | No change | 14,276 | $935K |
| Smith, Moore & Co. | 0.06% | Add +1.0% | 13,768 | $930K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.1% | 13,667 | $923K |
| Watershed Private Wealth LLC | 0.26% | Reduce -0.4% | 13,620 | $920K |
| Park Place Capital Corp | 0.15% | Add +2.1% | 13,617 | $920K |
| F/m Investments LLC | 0.05% | Add +3.3% | 13,567 | $919K |
| Sachetta, LLC | 0.45% | Reduce -0.9% | 13,566 | $917K |
| Fusion Family Wealth, LLC | 0.06% | Reduce -9.1% | 13,539 | $915K |
| White Pine Capital LLC | 0.22% | No change | 13,511 | $913K |
| Tidemark, LLC | 0.20% | Reduce -8.0% | 13,350 | $902K |
| Courier Capital LLC | 0.04% | Add +7.3% | 13,342 | $901K |
| PFG Advisors | 0.04% | Add +4.6% | 13,026 | $880K |
| Diversify Advisory Services, LLC | 0.01% | New | 13,007 | $866K |
| Diversify Wealth Management, LLC | 0.01% | Add +18.8% | 13,007 | $866K |
| WorthPointe, LLC | 0.22% | Reduce -2.7% | 12,793 | $864K |
| Vawter Financial, Ltd. | 0.32% | No change | 12,747 | $861K |
| BlueChip Wealth Advisors LLC | 0.32% | New | 12,648 | $854K |
| EP Wealth Advisors, LLC | 0.00% | Add +159.9% | 12,642 | $854K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 12,390 | $837K |
| Fortitude Family Office, LLC | 0.16% | Reduce -6.5% | 12,340 | $834K |
| Sage Mountain Advisors LLC | 0.05% | No change | 12,313 | $832K |
| Colton Groome Financial Advisors, LLC | 0.20% | Add +29.1% | 12,229 | $826K |
| Twin Focus Capital Partners, LLC | 0.08% | No change | 12,200 | $824K |
| Headinvest, LLC | 0.15% | Add +95.7% | 12,130 | $820K |
| Advisory Alpha, LLC | 0.02% | Reduce -9.8% | 12,069 | $815K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 12,037 | $813K |
| D. E. Shaw & Co. | 0.00% | New | 11,990 | $810K |
| ERn Financial, LLC | 0.13% | Add +1.7% | 11,884 | $803K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3.8% | 11,807 | $798K |
| Garrett Wealth Advisory Group, LLC | 0.12% | Add +4.2% | 11,652 | $787K |
| HBK Sorce Advisory LLC | 0.02% | Add +0.1% | 11,643 | $786K |
| Clearstead Advisors, LLC | 0.01% | Add +63.0% | 11,490 | $776K |
| Maridea Wealth Management LLC | 0.08% | Reduce -0.9% | 11,474 | $775K |
| Taylor & Morgan Wealth Management, LLC | 0.38% | Reduce -6.8% | 11,401 | $770K |
| Vertex Planning Partners, LLC | 0.11% | Add +99.7% | 11,385 | $769K |
| Fiduciary Alliance LLC | 0.05% | Add +2.3% | 11,320 | $765K |
| Ascent Group, LLC | 0.02% | Reduce -6.3% | 11,245 | $760K |
| Range Advisory, LLC | 0.09% | Add +66.5% | 11,150 | $753K |
| Creative Financial Designs Inc. | 0.04% | Add +4.9% | 11,125 | $752K |
| International Private Wealth Advisors LLC | 0.38% | Reduce -3.5% | 11,038 | $746K |
| Commerce Bank | 0.00% | Add +14.1% | 10,894 | $736K |
| Medallion Wealth Advisors, LLC | 0.23% | Add +3.0% | 10,826 | $732K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -17.8% | 10,788 | $729K |
| Investment Planning Advisors, Inc. | 0.17% | Add +0.4% | 10,769 | $728K |
| Drucker Wealth 3.0, LLC | 0.11% | Reduce -17.9% | 10,685 | $722K |
| WNY Asset Management, LLC | 0.06% | Reduce -0.6% | 10,534 | $712K |
| 71 West Capital Partners | 0.02% | New | 10,404 | $703K |
| KPP Advisory Services LLC | 0.09% | Add +45.9% | 10,231 | $691K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -8.9% | 10,226 | $691K |
| Parsons Capital Management Inc. | 0.03% | Add +20.5% | 10,217 | $690K |
| Gambit Capital Management, LLC | 0.40% | Reduce -1.4% | 10,210 | $690K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -2.1% | 10,190 | $688K |
| Revolve Wealth Partners, LLC | 0.07% | No change | 10,165 | $687K |
| DAVENPORT & Co LLC | 0.00% | Add +4.2% | 10,136 | $685K |
| Westco Advisory Services Inc. | 0.41% | Reduce -2.5% | 10,127 | $684K |
| Bessemer Group Inc. | 0.00% | Reduce -1.8% | 10,089 | $682K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.2% | 10,074 | $681K |
| Gilpin Wealth Management, LLC | 0.47% | Reduce -0.4% | 9,991 | $675K |
| Lockerman Financial Group, Inc. | 1.01% | Add +7.9% | 9,817 | $663K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.8% | 9,790 | $661K |
| Keystone Financial Group | 0.04% | Add +3.0% | 9,786 | $661K |
| Fourth Dimension Wealth, LLC | 0.21% | Add +1.1% | 9,632 | $651K |
| Conservest Capital Advisors, Inc. | 0.05% | Add +106.1% | 9,618 | $650K |
| Arax Advisory Partners | 0.00% | Add +994.9% | 9,558 | $646K |
| Arkansas Financial Group, Inc. | 0.08% | Reduce -0.8% | 9,554 | $645K |
| Laraway Financial Advisors Inc | 0.39% | Add +0.0% | 9,493 | $641K |
| Baird Financial Group, Inc. | 0.00% | Add +16.7% | 9,487 | $641K |
| Goldstein Advisors, LLC | 0.06% | No change | 9,452 | $639K |
| Narus Financial Partners, LLC | 0.16% | Add +0.0% | 9,367 | $633K |
| Empower Advisory Group, LLC | 0.00% | Add +16.6% | 9,339 | $631K |
| Lutz Financial Services LLC | 0.04% | No change | 9,264 | $626K |
| Davis R M Inc. | 0.01% | Add +69.1% | 9,083 | $614K |
| Motco | 0.05% | No change | 9,028 | $610K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -6.9% | 8,746 | $591K |
| Gen-Wealth Partners Inc | 0.16% | Reduce -7.3% | 8,720 | $589K |
| Stonebridge Financial Planning Group, LLC | 0.19% | New | 8,709 | $588K |
| Neuberger Berman Group LLC | 0.00% | Add +3.4% | 8,708 | $588K |
| Americana Partners, LLC | 0.01% | Reduce -0.0% | 8,631 | $583K |
| Mutual Advisors, LLC | 0.01% | New | 8,378 | $566K |
| Claro Advisors Inc. | 0.06% | Reduce -2.4% | 8,352 | $564K |
| Tyche Wealth Partners LLC | 0.08% | Reduce -4.6% | 8,112 | $548K |
| Outlook Wealth Advisors, LLC | 0.12% | Reduce -4.4% | 8,111 | $547K |
| Leslie Global Wealth, LLC | 0.21% | Reduce -17.2% | 8,073 | $545K |
| Mystic Asset Management, Inc. | 0.12% | Add +3.8% | 8,065 | $545K |
| Inspire Advisors, LLC | 0.04% | Reduce -8.8% | 8,026 | $542K |
| Hidden Cove Wealth Management, LLC | 0.29% | Reduce -0.3% | 7,890 | $533K |
| Tru Independence Asset Management 2, LLC | 0.29% | No change | 7,862 | $531K |
| Capital Financial Group Inc\co\ | 0.28% | Reduce -5.2% | 7,852 | $531K |
| Kovack Advisors, Inc. | 0.03% | Add +33.5% | 7,909 | $530K |
| Opulen Financial Group LLC | 0.33% | Add +0.5% | 7,814 | $528K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -0.3% | 7,708 | $521K |
| WealthPoint Financial, LLC | 0.38% | Add +10.7% | 7,669 | $518K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -10.3% | 7,639 | $516K |
| Thompson Davis & Co., Inc. | 0.31% | Add +3.5% | 7,630 | $515K |
| Texas Yale Capital Corp. | 0.01% | Reduce -2.9% | 7,625 | $515K |
| US Bancorp \de | 0.00% | Add +94.5% | 7,625 | $515K |
| Ironwood Wealth Management, LLC. | 0.11% | Reduce -7.8% | 7,602 | $514K |
| Sollinda Capital Management LLC | 0.11% | Reduce -16.2% | 7,532 | $509K |
| Falcon Wealth Planning | 0.03% | Reduce -4.0% | 7,467 | $504K |
| Curi Capital, LLC | 0.01% | Reduce -0.9% | 7,416 | $501K |
| Destination Wealth Management | 0.01% | No change | 7,293 | $493K |
| Paladin Wealth, LLC | 0.29% | Add +40.3% | 7,281 | $492K |
| Empowered Funds, LLC | 0.00% | Add +2.3% | 7,239 | $489K |
| UMB Bank, n.a. | 0.01% | Add +28.6% | 7,121 | $481K |
| Sanchez Gaunt Capital Management, LLC | 0.27% | Add +0.7% | 7,105 | $480K |
| Nuveen, LLC | 0.00% | New | 7,086 | $479K |
| Valtinson Bruner Financial Planning LLC | 0.12% | Reduce -3.4% | 7,038 | $475K |
| October Effect Ltd | 0.44% | Add +17.8% | 6,983 | $472K |
| Flputnam Investment Management Co. | 0.01% | Add +0.5% | 6,980 | $472K |
| Estate Counselors, LLC | 0.04% | Add +80.0% | 6,885 | $465K |
| Ballentine Partners, LLC | 0.01% | Reduce -0.3% | 6,874 | $464K |
| WASHINGTON TRUST Co | 0.01% | Reduce -2.6% | 6,799 | $459K |
| Maripau Wealth Management LLC | 0.16% | Add +14.2% | 6,708 | $453K |
| Sowell Financial Services LLC | 0.01% | Add +4.8% | 6,704 | $453K |
| Values Added Financial LLC | 0.16% | Reduce -1.1% | 6,696 | $452K |
| Spinnaker Investment Group, LLC | 0.07% | New | 6,666 | $450K |
| Landmark Wealth Management, LLC | 0.11% | Reduce -16.3% | 6,607 | $446K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.6% | 6,577 | $444K |
| Foundations Investment Advisors, LLC | 0.00% | Add +56.0% | 6,565 | $444K |
| Aegis Wealth Management, Inc. | 0.28% | Add +57.7% | 6,535 | $442K |
| Sfm, LLC | 0.23% | No change | 6,497 | $439K |
| Tudor Investment Corporation | 0.00% | New | 6,463 | $437K |
| Nwam LLC | 0.02% | Add +0.2% | 6,459 | $436K |
| Jordan Park Group LLC | 0.02% | Reduce -3.1% | 6,442 | $435K |
| Stegent Equity Advisors, Inc. | 0.31% | No change | 6,427 | $434K |
| Sigma Planning Corp | 0.01% | Reduce -0.7% | 6,413 | $433K |
| Stablepoint Partners, LLC | 0.06% | Reduce -0.2% | 6,409 | $433K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +1.2% | 6,393 | $432K |
| Founders Financial Securities LLC | 0.02% | Reduce -1.8% | 6,362 | $430K |
| Old Second National Bank of Aurora | 0.08% | Reduce -24.4% | 6,332 | $428K |
| Harmony Asset Management LLC | 0.11% | No change | 6,315 | $427K |
| Astoria Portfolio Advisors LLC. | 0.07% | Add +0.1% | 6,263 | $423K |
| Acorn Wealth Advisors, LLC | 0.10% | Add +11.7% | 6,183 | $418K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.4% | 6,151 | $416K |
| Legacy Financial Strategies, LLC | 0.06% | Add +0.1% | 6,109 | $413K |
| American Money Management, LLC | 0.06% | Reduce -6.4% | 6,090 | $411K |
| Beckerman Institutional, LLC | 0.20% | No change | 6,081 | $411K |
| Wealth Advisors of Tampa Bay, LLC | 0.13% | No change | 6,080 | $411K |
| Red Mountain Financial, LLC | 0.34% | New | 6,044 | $408K |
| Brown Financial Advisors | 0.14% | Add +18.6% | 6,039 | $408K |
| Planning Strategies Inc. | 0.25% | — | 6,010 | $406K |
| Spartan Planning & Wealth Management | 0.27% | New | 5,985 | $404K |
| Sentinel Pension Advisors, LLC | 0.05% | Reduce -11.1% | 6,076 | $402K |
| Wescott Financial Advisory Group, LLC | 0.03% | Add +1.5% | 5,774 | $390K |
| Scarborough Advisors, LLC | 0.04% | No change | 5,849 | $390K |
| Camelot Portfolios, LLC | 0.28% | Reduce -6.3% | 5,772 | $390K |
| PCB Capital LLC | 0.47% | Add +23.4% | 5,775 | $390K |
| Marion Wealth Management | 0.08% | Reduce -0.6% | 5,678 | $384K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Reduce -6.2% | 5,638 | $381K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -0.9% | 5,623 | $380K |
| SigFig Wealth Management, LLC | 0.01% | Add +0.7% | 5,663 | $380K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 5,552 | $375K |
| Precedent Wealth Partners, LLC | 0.06% | Reduce -1.0% | 5,440 | $368K |
| APS Management Group, Inc. | 0.28% | Reduce -1.5% | 5,433 | $367K |
| Integris Wealth Management, LLC | 0.07% | New | 5,367 | $363K |
| Advisors Capital Management, LLC | 0.00% | Reduce -0.6% | 5,359 | $362K |
| Securian Asset Management, Inc. | 0.01% | Reduce -53.8% | 5,450 | $361K |
| VestGen Advisors, LLC | 0.01% | Reduce -2.7% | 5,274 | $356K |
| Zacks Investment Management | 0.00% | Add +3.7% | 5,242 | $354K |
| Aureum Wealth Management, LLC | 0.22% | No change | 5,202 | $351K |
| Tandem Wealth Advisors LLC | 0.14% | Add +2.0% | 5,197 | $351K |
| Truepoint, Inc. | 0.01% | Reduce -4.1% | 5,170 | $349K |
| Brighton Jones LLC | 0.01% | Reduce -56.4% | 5,124 | $346K |
| World Equity Group, Inc. | 0.08% | New | 5,116 | $346K |
| Continuum Advisory, LLC | 0.03% | Add +0.6% | 5,112 | $345K |
| USAdvisors Wealth Management, LLC | 0.10% | Reduce -1.4% | 5,109 | $345K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 5,100 | $345K |
| Latitude Advisors, LLC | 0.14% | Reduce -1.1% | 5,105 | $345K |
| Quartz Partners, LLC | 0.11% | Add +6.8% | 5,087 | $344K |
| Roman Butler Fullerton & Co. | 0.08% | Add +0.2% | 5,201 | $343K |
| Orion Capital Management LLC | 0.10% | Reduce -5.9% | 5,000 | $338K |
| Milestone Asset Management Group, LLC | 0.17% | Reduce -3.8% | 4,981 | $337K |
| Acropolis Investment Management, LLC | 0.01% | Add +2.9% | 4,929 | $333K |
| Vanguard Advisers Inc. | 0.00% | Add +4.7% | 4,921 | $332K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -15.3% | 5,606 | $332K |
| Mattern Wealth Management LLC | 0.05% | No change | 4,906 | $331K |
| PCG Wealth Advisors, LLC | 0.07% | No change | 4,900 | $331K |
| Barnes Dennig Private Wealth Management LLC | 0.26% | Add +61.4% | 4,896 | $331K |
| Alliancebernstein L.P. | 0.00% | Reduce -4.7% | 5,542 | $328K |
| WLTH Capital Management, LLC | 0.21% | Reduce -5.0% | 4,856 | $328K |
| Optimist Retirement Group LLC | 0.13% | Add +0.1% | 4,820 | $326K |
| Decision Investments, Inc. | 0.30% | No change | 4,810 | $325K |
| Amicus Financial Advisors, LLC | 0.08% | Reduce -2.8% | 4,793 | $324K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.2% | 4,744 | $321K |
| Ironwood Financial, llc | 0.05% | Reduce -6.9% | 4,798 | $316K |
| Diligent Investors, LLC | 0.07% | Reduce -7.6% | 4,680 | $316K |
| Midwestern Financial, LLC | 0.22% | Add +0.3% | 4,635 | $313K |
| SMI Advisory Services, LLC | 0.05% | Reduce -4.7% | 4,636 | $310K |
| Fullerton Advisors, LLC | 0.29% | Add +0.3% | 4,567 | $309K |
| Investmark Advisory Group LLC | 0.12% | No change | 4,534 | $306K |
| XTX Topco Ltd | 0.00% | Add +0.2% | 4,521 | $305K |
| Spectrum Planning & Advisory Services Inc. | 0.14% | Reduce -1.7% | 4,508 | $305K |
| Titleist Asset Management, LLC | 0.02% | New | 4,505 | $304K |
| Altrius Capital Management Inc | 0.06% | Reduce -2.8% | 4,402 | $297K |
| Moors & Cabot, Inc. | 0.01% | New | 4,313 | $291K |
| Eclectic Associates Inc. | 0.03% | Reduce -5.3% | 4,311 | $291K |
| Dynamic Financial Group | 0.22% | Add +0.1% | 4,309 | $291K |
| Norden Group LLC | 0.02% | Add +13.8% | 4,304 | $291K |
| GTS Securities LLC | 0.01% | Reduce -91.4% | 4,244 | $287K |
| McAdam, LLC | 0.01% | New | 4,234 | $286K |
| My Personal CFO, LLC | 0.11% | No change | 4,228 | $286K |
| Absolute Capital Management, LLC | 0.07% | Add +0.5% | 4,214 | $285K |
| Old Port Advisors | 0.06% | Add +3.9% | 4,205 | $284K |
| Five Oceans Advisors | 0.09% | Reduce -3.7% | 4,121 | $278K |
| Canvas Wealth Advisors, LLC | 0.04% | Reduce -20.9% | 4,115 | $278K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -95.9% | 4,102 | $277K |
| Round Rock Advisors LLC | 0.04% | No change | 4,025 | $272K |
| True North Advisors, LLC | 0.03% | No change | 3,992 | $270K |
| Mayport, LLC | 0.04% | No change | 3,983 | $269K |
| Goodman Financial Corp | 0.04% | Reduce -11.4% | 3,970 | $268K |
| NorthRock Partners, LLC | 0.00% | Add +7.0% | 3,946 | $267K |
| Denver PWM, LLC | 0.09% | No change | 3,853 | $266K |
| Tranquility Partners, LLC | 0.09% | Reduce -5.9% | 3,903 | $264K |
| Westside Investment Management, Inc. | 0.03% | No change | 3,868 | $261K |
| Balboa Wealth Partners | 0.04% | Reduce -33.8% | 3,860 | $261K |
| Grey Fox Wealth Advisors, LLC | 0.04% | Add +0.1% | 3,813 | $258K |
| Ritholtz Wealth Management | 0.00% | Reduce -12.1% | 3,786 | $256K |
| Magnolia Private Wealth, LLC | 0.14% | No change | 3,742 | $253K |
| Wealthgarden F.S. LLC | 0.14% | Add +1.8% | 3,727 | $252K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -24.1% | 3,716 | $251K |
| HB Wealth Management, LLC | 0.00% | Reduce -67.2% | 3,698 | $250K |
| Rockline Wealth Management, LLC | 0.05% | New | 3,694 | $250K |
| Prostatis Group LLC | 0.06% | New | 3,680 | $249K |
| ForthRight Wealth Management, LLC | 0.06% | Add +0.0% | 3,636 | $246K |
| Silverlake Wealth Management LLC | 0.05% | Reduce -16.4% | 3,636 | $246K |
| Vestment Financial LLC | 0.11% | No change | 3,679 | $244K |
| Callan Family Office, LLC | 0.00% | New | 3,603 | $243K |
| Evolution Wealth Management Inc. | 0.14% | Reduce -23.3% | 3,594 | $243K |
| Lanark Financial, Inc. | 0.02% | No change | 3,550 | $240K |
| Guardian Wealth Advisors, LLC | 0.12% | No change | 3,545 | $240K |
| Summit Wealth Group LLC / Co. | 0.02% | No change | 3,538 | $239K |
| Certified Advisory Corp | 0.02% | Reduce -0.1% | 3,518 | $238K |
| Uptown Financial Advisors LLC | 0.17% | No change | 3,513 | $237K |
| Arlington Trust Co LLC | 0.02% | No change | 3,499 | $236K |
| Brookstone Capital Management | 0.00% | New | 3,499 | $236K |
| American Financial & Tax Strategies Inc. | 0.11% | Add +0.0% | 3,484 | $235K |
| ETF Store, Inc. | 0.20% | Add +2.1% | 3,471 | $234K |
| Montis Financial, LLC | 0.05% | Add +0.2% | 3,442 | $233K |
| Capstone Wealth Management Group, LLC | 0.08% | Reduce -9.5% | 3,433 | $232K |
| Signaturefd, LLC | 0.00% | Reduce -0.1% | 3,419 | $231K |
| Smartleaf Asset Management LLC | 0.01% | No change | 3,411 | $229K |
| KLCM Advisors, Inc. | 0.02% | New | 3,377 | $228K |
| Procyon Advisors, LLC | 0.01% | Reduce -11.3% | 3,369 | $228K |
| Kraft, Davis & Associates, LLC | 0.05% | Add +1.2% | 3,471 | $227K |
| PKS Advisory Services, LLC | 0.04% | New | 3,331 | $225K |
| Main Street Financial Solutions, LLC | 0.01% | New | 3,297 | $223K |
| YHB Investment Advisors, Inc. | 0.01% | New | 3,293 | $222K |
| Global Assets Advisory, LLC | 0.05% | Reduce -78.7% | 3,304 | $222K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -50.0% | 3,283 | $222K |
| One Wealth Capital Management, LLC | 0.06% | New | 3,276 | $221K |
| JGP Wealth Management, LLC | 0.02% | New | 3,239 | $219K |
| Fairvoy Private Wealth, LLC | 0.04% | New | 3,231 | $218K |
| Fairview Capital Investment Management, LLC | 0.01% | Reduce -16.1% | 3,224 | $218K |
| Zenith Solutions, Inc. | 0.20% | — | 3,217 | $217K |
| National Philanthropic Trust | 0.00% | New | 3,214 | $217K |
| CWA Asset Management Group, LLC | 0.01% | New | 3,211 | $217K |
| Phillips Financial Management, LLC | 0.02% | No change | 3,195 | $216K |
| Matauro, LLC | 0.03% | Reduce -17.1% | 3,192 | $216K |
| Nilsine Partners, LLC | 0.01% | No change | 3,180 | $215K |
| Red Crane Wealth Management, LLC | 0.16% | New | 3,159 | $213K |
| NFSG Corp | 0.03% | Add +0.3% | 3,159 | $213K |
| IMA Advisory Services, Inc. | 0.01% | Add +350.7% | 3,155 | $213K |
| International Assets Investment Management, LLC | 0.01% | No change | 3,177 | $213K |
| Hancock Whitney Corp. | 0.00% | New | 3,137 | $212K |
| Essex Bank | 0.05% | New | 3,134 | $212K |
| JDM Financial Group LLC | 0.07% | Reduce -0.9% | 3,131 | $212K |
| WFA of San Diego, LLC | 0.17% | Reduce -26.2% | 3,073 | $211K |
| Maia Wealth LLC | 0.03% | New | 3,081 | $208K |
| Mgo One Seven LLC | 0.00% | New | 3,076 | $208K |
| QRG Capital Management, Inc. | 0.00% | New | 3,023 | $204K |
| Cardiff Park Advisors, LLC | 0.02% | New | 2,987 | $202K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | New | 2,978 | $201K |
| Hopwood Nicholas Hunter | 0.06% | New | 2,968 | $200K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -1.5% | 2,958 | $200K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,685 | $181K |
| Triumph Capital Management | 0.03% | Add +0.6% | 2,622 | $177K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 2,580 | $174K |
| Rossmore Private Capital | 0.01% | Reduce -2.3% | 2,519 | $170K |
| Front Row Advisors LLC | 0.05% | No change | 2,491 | $170K |
| Richard W. Paul & Associates, LLC | 0.05% | Reduce -2.9% | 2,367 | $160K |
| POM Investment Strategies, LLC | 0.18% | Add +5.0% | 2,308 | $156K |
| Brown, Lisle/Cummings, Inc. | 0.03% | Add +233.4% | 2,297 | $155K |
| Strategic Investment Advisors / MI | 0.01% | Reduce -27.1% | 2,203 | $149K |
| Tompkins Financial Corp. | 0.01% | Add +63.3% | 2,052 | $139K |
| Longview Financial Advisors LLC | 0.07% | No change | 2,009 | $136K |
| SYM FINANCIAL Corp | 0.01% | No change | 2,000 | $135K |
| GGM Financial LLC | 0.05% | Add +3.1% | 1,950 | $132K |
| Whittier Trust Co. | 0.00% | No change | 1,851 | $124K |
| Russell Investments Group, Ltd. | 0.00% | Add +20.5% | 1,811 | $122K |
| Hilltop National Bank | 0.03% | No change | 1,776 | $120K |
| Napier Financial, LLC | 0.02% | Add +0.3% | 1,726 | $117K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.7% | 1,714 | $116K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,620 | $109K |
| Gill Capital Partners, LLC | 0.03% | No change | 1,613 | $109K |
| MidFirst Bank | 0.01% | New | 1,603 | $108K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,578 | $107K |
| Spire Wealth Management | 0.00% | No change | 1,513 | $102K |
| MJT & Associates Financial Advisory Group, Inc. | 0.07% | No change | 1,506 | $102K |
| Harbor Asset Planning, Inc. | 0.07% | New | 1,405 | $95K |
| Paladin Advisory Group, LLC | 0.06% | No change | 1,390 | $94K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,352 | $91K |
| Strive Financial Group ,LLC | 0.04% | Reduce -1.1% | 1,278 | $86K |
| CX Institutional | 0.00% | Reduce -35.0% | 1,236 | $83K |
| Decker Retirement Planning Inc. | 0.03% | New | 1,228 | $83K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -1.0% | 1,205 | $81K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,230 | $81K |
| Graney & King, LLC | 0.03% | No change | 1,182 | $80K |
| Brooklyn FI, LLC | 0.01% | New | 1,095 | $73K |
| American National Bank & Trust | 0.01% | No change | 1,059 | $72K |
| Walsh & Associates, LLC | 0.06% | Add +5.2% | 1,006 | $68K |
| Protective Life Corp. | 0.47% | Reduce -11.1% | 982 | $66K |
| BNP Paribas Financial Markets | 0.00% | No change | 969 | $65K |
| DecisionPoint Financial, LLC | 0.01% | No change | 963 | $64K |
| Millstone Evans Group, LLC | 0.03% | Add +1.1% | 910 | $61K |
| Cape Investment Advisory, Inc. | 0.02% | New | 910 | $61K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.1% | 906 | $61K |
| Spectrum Wealth Advisory Group, LLC | 0.02% | New | 896 | $61K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +575.2% | 817 | $55K |
| Ancora Advisors LLC | 0.00% | No change | 806 | $54K |
| Silver Grove Financial Group, Inc. | 0.03% | Add +4.4% | 776 | $52K |
| Hantz Financial Services, Inc. | 0.00% | Add +154.8% | 749 | $51K |
| Crewe Advisors LLC | 0.00% | No change | 750 | $51K |
| Rothschild Investment LLC | 0.00% | Add +0.3% | 734 | $50K |
| CENTRAL TRUST Co | 0.00% | No change | 731 | $49K |
| Synergy Investment Management, LLC | 0.01% | Add +0.1% | 712 | $48K |
| GAMMA Investing LLC | 0.00% | No change | 706 | $48K |
| Collier Financial | 0.03% | No change | 690 | $47K |
| Winch Advisory Services, LLC | 0.01% | Add +6.4% | 683 | $46K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.0% | 617 | $42K |
| Dunhill Financial, LLC | 0.01% | No change | 601 | $41K |
| Buck Wealth Strategies, LLC | 0.00% | New | 581 | $39K |
| Sittner & Nelson, LLC | 0.01% | No change | 565 | $38K |
| StrongBox Wealth, LLC | 0.01% | New | 547 | $37K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.2% | 516 | $35K |
| Realta Investment Advisors | 0.01% | No change | 513 | $35K |
| LRI Investments, LLC | 0.00% | No change | 509 | $34K |
| Ameriflex Group, Inc. | 0.01% | No change | 496 | $34K |
| Center for Financial Planning, Inc. | 0.00% | No change | 481 | $32K |
| Go Invest LLC | 0.01% | Add +0.4% | 466 | $31K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 460 | $31K |
| Essential Partners LLC | 0.01% | No change | 428 | $29K |
| Oakmont Advisory Group, LLC | 0.02% | New | 393 | $27K |
| Bernard Wealth Management Corp. | 0.01% | Add +1.3% | 380 | $26K |
| Comprehensive Financial Planning, Inc. | 0.01% | Reduce -48.6% | 359 | $24K |
| Trust Co | 0.00% | No change | 331 | $22K |
| Rogco, LP | 0.01% | No change | 318 | $21K |
| Covestor Ltd | 0.01% | Reduce -15.1% | 304 | $21K |
| First Bancorp, Inc | 0.01% | New | 301 | $20K |
| Stone House Investment Management, LLC | 0.00% | Reduce -39.8% | 288 | $19K |
| Cranbrook Wealth Management, LLC | 0.00% | Add +6.5% | 278 | $19K |
| Main Street Group, LTD | 0.00% | No change | 268 | $18K |
| Clark Wealth Partners | 0.01% | New | 267 | $18K |
| Meramec Financial Planners, LLC | 0.01% | Add +9.2% | 262 | $17K |
| Zions Bancorporation, National Association | 0.00% | No change | 257 | $17K |
| Citigroup Inc. | 0.00% | Add +47.1% | 256 | $17K |
| Coston, McIsaac & Partners | 0.00% | No change | 262 | $17K |
| Key Capital Management, INC | 0.01% | Reduce -3.6% | 238 | $16K |
| Hurley Capital, LLC | 0.01% | New | 236 | $16K |
| Abound Wealth Management | 0.00% | Add +52.3% | 230 | $16K |
| Lodestone Wealth Management LLC | 0.00% | No change | 204 | $14K |
| Oakworth Capital, Inc. | 0.00% | No change | 199 | $13K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 190 | $13K |
| Topsail Wealth Management, LLC | 0.00% | No change | 189 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 183 | $12K |
| Mather Group, Llc. | 0.00% | Reduce -75.3% | 175 | $12K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -41.5% | 173 | $12K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 164 | $11K |
| Highline Wealth Partners LLC | 0.00% | New | 158 | $11K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +12.2% | 156 | $11K |
| Centennial Bank | 0.00% | New | 153 | $10K |
| Blueline Advisors LLC | 0.01% | Add +0.7% | 147 | $10K |
| Bfsg, LLC | 0.00% | No change | 125 | $8K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -32.0% | 123 | $8K |
| Financial Consulate, Inc. | 0.00% | No change | 118 | $8K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 117 | $8K |
| Maseco LLP | 0.00% | No change | 107 | $7K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 105 | $7K |
| REAP Financial Group, LLC | 0.00% | No change | 103 | $7K |
| Tucker Asset Management LLC | 0.00% | No change | 101 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 100 | $7K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 91 | $6K |
| Breakwater Investment Management | 0.00% | No change | 90 | $6K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 90 | $6K |
| Asset Dedication, LLC | 0.00% | No change | 88 | $6K |
| Bullock Wealth Management Group | 0.00% | No change | 87 | $6K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 82 | $6K |
| Sarver Vrooman Wealth Advisors | 0.00% | New | 79 | $5K |
| IMG Wealth Management, Inc. | 0.00% | No change | 73 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 71 | $5K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 70 | $5K |
| Frankly Finances, LLC | 0.00% | New | 68 | $5K |
| Maryland Capital Advisors Inc. | 0.00% | — | 55 | $4K |
| Johnson Financial Group, Inc. | 0.00% | No change | 54 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 52 | $4K |
| Fiduciary Financial Advisors | 0.00% | New | 52 | $4K |
| Fiduciary Advisors, Inc. | 0.00% | No change | 45 | $3K |
| Community Bank, N.A. | 0.00% | No change | 45 | $3K |
| Avion Wealth | 0.00% | New | 50 | $3K |
| Blue Trust, Inc. | 0.00% | New | 42 | $3K |
| Robbins Farley | 0.00% | New | 37 | $3K |
| Integrity Financial Corp | 0.00% | New | 31 | $2K |
| PlanVest Financial, Inc | 0.00% | No change | 27 | $2K |
| Copia Wealth Management | 0.00% | No change | 27 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 27 | $2K |
| Archer Investment Corp | 0.00% | Reduce -20.0% | 24 | $2K |
| SHP Wealth Management | 0.00% | No change | 22 | $1K |
| Fortis Group Advisors, LLC | 0.00% | No change | 20 | $1K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -80.8% | 15 | $1K |
| Evolution Advisers, Inc. | 0.00% | No change | 15 | $1K |
| Networth Advisors, LLC | 0.00% | No change | 14 | $946 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 10 | $676 |
| Cheviot Value Management, LLC | 0.00% | No change | 9 | $608 |
| Community Financial Services Group, LLC | 0.00% | No change | 7 | $469 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 5 | $338 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 4 | $270 |
| McGuire Capital Advisors Inc. | 0.00% | New | 4 | $270 |
| RHL Group, LLC | 0.00% | No change | 2 | $136 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $68 |
"% 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.