SS SPDR P St C Corp. ETFSPSBETF
13F holders, Q1 2024 (March 31)518holders
5famous investors
$29.84avg. 13F price*
At the end of Q1 2024, 518 institutions reported holding SS SPDR P St C Corp. ETF (SPSB) in their 13F filings. The largest holders were Creative Planning ($919.5M), JPMorgan Chase & Co. ($866.1M) and Valmark Advisers, Inc. ($198.6M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), George Soros (0.1% of Soros Fund Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR P St C Corp. ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $114.1M |
| Exits | 64 | $148.6M |
Ownership 518 holders
| Creative Planning | 1.02% | Add +27.2% | 30,887,284 | $919.5M |
| JPMorgan Chase & Co. | 0.08% | Add +263.9% | 29,094,440 | $866.1M |
| Valmark Advisers, Inc. | 3.46% | Add +18.7% | 6,670,238 | $198.6M |
| Bank of America Corp. | 0.02% | Reduce -2.4% | 5,281,577 | $157.2M |
| LPL Financial LLC | 0.08% | Reduce -5.5% | 4,818,161 | $143.4M |
| Morgan Stanley | 0.01% | Reduce -16.1% | 4,374,270 | $130.2M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -28.1% | 4,199,888 | $125.0M |
| Baird Financial Group, Inc. | 0.21% | Add +0.8% | 3,437,210 | $102.3M |
| Fisher Asset Management | 0.04% | Reduce -2.0% | 2,997,741 | $89.2M |
| State Street Corp. | 0.00% | Add +3.8% | 2,718,610 | $80.9M |
| Tiaa Trust, National Association | 0.22% | Add +6.7% | 2,367,461 | $70.5M |
| Wells Fargo & Company | 0.02% | Add +4.9% | 2,283,169 | $68.0M |
| UBS Group AG | 0.02% | Reduce -2.8% | 2,024,706 | $60.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.3% | 1,988,445 | $59.2M |
| Advisory Alpha, LLC | 2.42% | New | 1,975,802 | $58.8M |
| Allstate Corp. | 4.00% | Add +22.1% | 1,893,700 | $56.4M |
| MCF Advisors LLC | 4.19% | Add +12.4% | 1,815,678 | $54.1M |
| Townsquare Capital LLC | 0.79% | Add +8.4% | 1,811,572 | $53.9M |
| Mariner, LLC | 0.11% | Add +203.2% | 1,802,523 | $53.7M |
| Renaissance Technologies | 0.08% | Reduce -19.6% | 1,683,740 | $50.1M |
| Destination Wealth Management | 1.60% | Reduce -21.5% | 1,616,063 | $48.1M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -5.9% | 1,609,816 | $47.9M |
| Rodgers & Associates, LTD | 5.52% | Add +4.6% | 1,444,111 | $43.0M |
| Bank of New York Mellon Corp | 0.01% | Add +234.8% | 1,324,341 | $39.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.4% | 1,275,308 | $38.1M |
| Cohen & Steers, Inc. | 0.08% | Add +154.1% | 1,276,664 | $38.0M |
| Bank of Nova Scotia | 0.08% | Add +20.0% | 1,250,152 | $37.2M |
| Relative Value Partners Group, LLC | 2.34% | Add +0.1% | 1,241,930 | $37.2M |
| Cetera Investment Advisers | 0.08% | Add +793.2% | 1,190,496 | $35.4M |
| Buckingham Capital Management, Inc. | 4.15% | Add +11.2% | 1,138,581 | $33.9M |
| Concord Wealth Partners | 6.08% | Add +9.5% | 1,134,289 | $33.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5.57% | Add +11.5% | 1,133,941 | $33.8M |
| Horizon Investments, LLC | 0.86% | Add +245.9% | 1,102,345 | $32.8M |
| Red Cedar Investment Management, LLC | 4.03% | Reduce -5.8% | 1,084,357 | $32.3M |
| Concord Asset Management, LLC | 8.39% | Add +11.1% | 1,070,872 | $31.9M |
| Litman Gregory Wealth Management LLC | 2.79% | Reduce -46.7% | 1,033,885 | $30.8M |
| Strategic Point Investment Advisors, LLC | 5.34% | Add +1.8% | 987,810 | $29.4M |
| Willow Creek Wealth Management Inc. | 3.24% | Add +7.9% | 931,284 | $27.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +93.6% | 919,577 | $27.4M |
| Strategic Wealth Partners, Ltd. | 2.97% | Add +10.7% | 910,805 | $27.1M |
| Osaic Holdings, Inc. | 0.06% | Reduce -24.2% | 896,370 | $26.7M |
| Gemmer Asset Management LLC | 2.99% | Add +0.1% | 864,579 | $25.7M |
| Allspring Global Investments Holdings, LLC | 0.04% | No change | 847,800 | $25.2M |
| Walker Financial Services, Inc. | 18.79% | Add +4.1% | 768,154 | $22.9M |
| Arkansas Financial Group, Inc. | 3.82% | Add +9.2% | 728,852 | $21.7M |
| Capital Wealth Management, LLC | 10.24% | Add +14.9% | 718,366 | $21.4M |
| Flagstone Financial Management | 7.81% | Reduce -15.4% | 679,097 | $20.2M |
| CoreCap Advisors, LLC | 1.06% | Add +11.6% | 673,733 | $20.1M |
| Cedar Mountain Advisors, LLC | 5.03% | Add +0.2% | 672,572 | $20.0M |
| Kraft, Davis & Associates, LLC | 6.00% | Reduce -22.8% | 271,733 | $19.9M |
| Winthrop Capital Management, LLC | 8.95% | Reduce -2.2% | 652,429 | $19.4M |
| Orange Investment Advisors, Inc. | 2.30% | Add +32.2% | 645,112 | $19.2M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +34.5% | 638,987 | $19.0M |
| Cherry Tree Wealth Management, LLC | 4.71% | Reduce -0.2% | 629,454 | $18.7M |
| BIP Wealth, LLC | 1.37% | Reduce -8.5% | 629,202 | $18.7M |
| Waverly Advisors, LLC | 0.40% | New | 576,849 | $17.2M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -15.0% | 567,089 | $16.9M |
| Smithfield Trust Co | 0.88% | Add +5.1% | 554,671 | $16.5M |
| Occidental Asset Management, LLC | 3.05% | Add +14.8% | 547,414 | $16.3M |
| US Bancorp \de | 0.02% | Reduce -12.6% | 545,801 | $16.2M |
| Meiji Yasuda Life Insurance Co | 0.33% | No change | 530,500 | $15.8M |
| Private Advisor Group, LLC | 0.11% | Reduce -12.6% | 491,506 | $14.6M |
| Kingsview Wealth Management, LLC | 0.36% | Add +24.0% | 480,899 | $14.3M |
| Dynamic Advisor Solutions LLC | 0.48% | Add +5.6% | 479,921 | $14.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -13.7% | 470,734 | $14.0M |
| Hardy Reed LLC | 1.72% | Reduce -0.4% | 464,852 | $13.8M |
| Portfolio Strategies, Inc. | 0.94% | New | 464,852 | $13.8M |
| Whitcomb & Hess, Inc. | 4.44% | Add +5.5% | 463,812 | $13.8M |
| Trilogy Capital Inc. | 0.79% | Reduce -0.4% | 459,805 | $13.7M |
| Royal Bank of Canada | 0.00% | Reduce -48.4% | 436,440 | $13.0M |
| Convergence Financial, LLC | 5.24% | Add +4.0% | 426,530 | $12.7M |
| M Holdings Securities, Inc. | 1.98% | Add +3.6% | 396,339 | $11.8M |
| Destiny Wealth Partners, LLC | 2.10% | Reduce -11.7% | 392,744 | $11.7M |
| Cornerstone Management, Inc. | 2.55% | Add +3.6% | 385,925 | $11.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.5% | 385,004 | $11.5M |
| Revisor Wealth Management LLC | 5.12% | Add +222.8% | 379,981 | $11.3M |
| Avantax Advisory Services, Inc. | 0.10% | Add +7.8% | 361,921 | $10.8M |
| Clark Capital Management Group, Inc. | 0.08% | Add +28.8% | 358,653 | $10.7M |
| Rogco, LP | 4.14% | Add +4.7% | 340,471 | $10.1M |
| CreativeOne Wealth, LLC | 0.40% | Add +10.7% | 338,518 | $10.1M |
| Marshall Wace, LLP | 0.02% | Add +77.9% | 337,900 | $10.1M |
| Pinnacle Financial Partners Inc | 0.22% | Add +0.2% | 336,690 | $10.0M |
| Obsidian Personal Planning Solutions LLC | 6.56% | Reduce -16.1% | 337,918 | $10.0M |
| Cwm, LLC | 0.05% | Add +67.4% | 325,873 | $9.7M |
| Deutsche Bank AG | 0.00% | No change | 315,502 | $9.4M |
| Creative Financial Designs Inc. | 0.88% | Reduce -55.6% | 313,550 | $9.3M |
| Auour Investments LLC | 3.42% | Add +89.3% | 311,621 | $9.3M |
| Geneos Wealth Management Inc. | 0.42% | Reduce -0.1% | 309,667 | $9.2M |
| Advisory Services Network, LLC | 0.20% | Add +9.4% | 307,658 | $9.2M |
| RFG Advisory, LLC | 0.29% | Add +46.9% | 289,610 | $8.6M |
| Vista Investment Management | 3.47% | Add +11.7% | 286,088 | $8.5M |
| DLK Investment Management, LLC | 3.62% | Add +5.3% | 285,971 | $8.5M |
| Fairview Capital Investment Management, LLC | 0.47% | Add +1.4% | 281,759 | $8.4M |
| Beacon Harbor Wealth Advisors, Inc. | 2.14% | Add +6.0% | 271,876 | $8.1M |
| Wrapmanager Inc. | 2.23% | Add +28.4% | 270,265 | $8.0M |
| Sweet Financial Partners, LLC | 1.84% | Add +3.3% | 267,636 | $8.0M |
| Atria Investments, Inc | 0.11% | Add +165.8% | 265,100 | $7.9M |
| Courier Capital LLC | 0.56% | Add +0.9% | 262,296 | $7.8M |
| Systelligence, LLC | 2.02% | Reduce -2.3% | 259,780 | $7.7M |
| Truefg, LLC | 2.63% | Add +7.6% | 241,047 | $7.2M |
| Horizon Financial Services, LLC | 4.59% | New | 240,052 | $7.1M |
| Municipal Employees' Retirement System of Michigan | 0.09% | No change | 239,775 | $7.1M |
| NewSquare Capital LLC | 0.62% | Reduce -2.5% | 236,740 | $7.0M |
| Money Concepts Capital Corp. | 0.65% | New | 236,497 | $7.0M |
| Swmg, LLC | 3.05% | Add +339.6% | 227,467 | $6.8M |
| Hilltop Holdings Inc. | 0.75% | Reduce -1.0% | 227,252 | $6.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.20% | Reduce -7.3% | 213,323 | $6.4M |
| Capital Insight Partners, LLC | 1.19% | Add +4.2% | 213,180 | $6.3M |
| Allen Investment Management, LLC | 0.08% | No change | 204,584 | $6.1M |
| Bailard, Inc. | 0.16% | Reduce -13.4% | 198,235 | $5.9M |
| Saiph Capital, LLC | 2.74% | Add +18.9% | 197,577 | $5.9M |
| Martin Capital Partners, LLC | 2.25% | Reduce -3.4% | 197,459 | $5.9M |
| IRON Financial LLC | 3.27% | Reduce -6.1% | 197,074 | $5.9M |
| Pineridge Advisors LLC | 2.04% | Reduce -14.1% | 194,792 | $5.8M |
| MML Investors Services, LLC | 0.02% | Reduce -8.7% | 188,298 | $5.6M |
| Merit Financial Group, LLC | 0.13% | Add +65.5% | 189,034 | $5.6M |
| Dynamic Wealth Strategies, LLC | 4.71% | Reduce -17.1% | 185,246 | $5.5M |
| Delta Asset Management LLC | 0.49% | Reduce -1.9% | 184,868 | $5.5M |
| Banco Santander, S.A. | 0.06% | Reduce -74.5% | 178,007 | $5.3M |
| National Bank of Canada | 0.01% | Add +794.0% | 178,800 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +34.7% | 176,347 | $5.3M |
| Gibbs Wealth Management | 3.01% | — | 176,121 | $5.2M |
| Good Life Advisors, LLC | 0.44% | Add +7.5% | 167,001 | $5.0M |
| Parallel Advisors, LLC | 0.13% | Add +1.9% | 158,952 | $4.7M |
| Rosenberg Matthew Hamilton | 1.33% | Reduce -0.3% | 155,957 | $4.6M |
| HighTower Advisors, LLC | 0.01% | Add +14.3% | 153,822 | $4.6M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Add +0.8% | 152,815 | $4.5M |
| Cabot Wealth Management Inc. | 0.59% | Reduce -2.0% | 152,779 | $4.5M |
| Arete Wealth Advisors, LLC | 0.42% | Add +30.7% | 152,485 | $4.5M |
| Vectors Research Management, LLC | 1.28% | Add +1696.9% | 151,767 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.6% | 150,432 | $4.5M |
| HBW Advisory Services LLC | 0.83% | No change | 149,242 | $4.4M |
| Signet Financial Management, LLC | 0.59% | Add +15.9% | 144,813 | $4.3M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -17.2% | 142,657 | $4.2M |
| Advocacy Wealth Management, LLC | 0.36% | Reduce -91.7% | 142,628 | $4.2M |
| Eukles Asset Management | 1.81% | Add +2.0% | 140,106 | $4.2M |
| Silver Lake Advisory, LLC | 0.99% | Reduce -0.8% | 137,155 | $4.1M |
| Ade, LLC | 2.63% | Reduce -3.0% | 131,631 | $3.9M |
| Whittier Trust Co. | 0.06% | Add +41.9% | 127,285 | $3.8M |
| Parsons Capital Management Inc. | 0.25% | Reduce -1.4% | 124,469 | $3.7M |
| Guggenheim Capital LLC | 0.03% | Add +27.3% | 123,924 | $3.7M |
| IHT Wealth Management, LLC | 0.15% | Reduce -29.3% | 122,511 | $3.6M |
| Prospera Financial Services Inc | 0.11% | Reduce -6.3% | 122,178 | $3.6M |
| Badgley Phelps Wealth Managers, LLC | 0.09% | Add +5.0% | 121,975 | $3.6M |
| Parcion Private Wealth LLC | 0.32% | Add +43.4% | 120,673 | $3.6M |
| Money Design Co.,Ltd. | 0.19% | Reduce -37.4% | 120,194 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.9% | 118,476 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -29.9% | 116,419 | $3.5M |
| N.E.W. Advisory Services LLC | 0.38% | Add +1.9% | 116,080 | $3.5M |
| Equitable Holdings, Inc. | 0.04% | Add +18.2% | 113,985 | $3.4M |
| Sigma Planning Corp | 0.11% | Add +205.4% | 113,368 | $3.4M |
| Eagle Global Advisors LLC | 0.19% | No change | 113,000 | $3.4M |
| PFG Investments, LLC | 0.20% | Add +649.5% | 112,962 | $3.4M |
| Raymond James & Associates | 0.00% | Reduce -81.0% | 112,457 | $3.3M |
| CGN Advisors LLC | 0.42% | Add +2.5% | 111,705 | $3.3M |
| Truist Financial Corp. | 0.01% | Reduce -78.4% | 110,730 | $3.3M |
| Compass Financial Group, Inc. | 1.75% | Reduce -1.2% | 110,284 | $3.3M |
| Total Wealth Planning, LLC | 0.56% | Reduce -7.6% | 109,351 | $3.3M |
| Connectus Wealth, LLC | 0.09% | Add +10.3% | 109,235 | $3.3M |
| Probity Advisors, Inc. | 0.66% | Reduce -33.0% | 107,775 | $3.2M |
| NorthCoast Asset Management LLC | 0.04% | Add +8.7% | 107,093 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +885.0% | 105,152 | $3.1M |
| Balefire, LLC | 1.12% | Reduce -4.3% | 104,527 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +7.6% | 102,413 | $3.0M |
| Stephens Inc. | 0.05% | Reduce -0.1% | 101,993 | $3.0M |
| Elevated Capital Advisors, LLC | 0.86% | Add +8.8% | 101,355 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +74.4% | 98,923 | $2.9M |
| Concourse Financial Group Securities, Inc. | 0.19% | Reduce -0.3% | 98,870 | $2.9M |
| Staley Capital Advisers Inc. | 0.14% | Add +2.9% | 97,965 | $2.9M |
| Prudential Financial Inc. | 0.00% | Add +89.0% | 96,807 | $2.9M |
| Ameritas Advisory Services, LLC | 0.12% | Add +7.8% | 95,988 | $2.9M |
| GeoWealth Management, LLC | 0.11% | Add +34.1% | 94,409 | $2.8M |
| Capstone Wealth Management Group, LLC | 2.01% | New | 93,998 | $2.8M |
| Consolidated Portfolio Review Corp | 0.72% | Reduce -1.6% | 92,496 | $2.8M |
| HM Payson & Co. | 0.05% | No change | 92,118 | $2.7M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.66% | Reduce -69.0% | 91,526 | $2.7M |
| All Terrain Financial Advisors, LLC | 1.17% | Reduce -3.4% | 91,481 | $2.7M |
| Portside Wealth Group, LLC | 0.50% | Reduce -8.3% | 91,438 | $2.7M |
| Nations Financial Group Inc, /Ia/ | 0.23% | Reduce -0.4% | 90,118 | $2.7M |
| Park Avenue Securities LLC | 0.03% | Add +23.8% | 89,552 | $2.7M |
| Financial Advocates Investment Management | 0.15% | Add +7.5% | 89,016 | $2.6M |
| Levy Wealth Management Group, LLC | 0.73% | No change | 87,259 | $2.6M |
| Principal Securities, Inc. | 0.08% | Add +77.4% | 87,209 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -13.4% | 87,061 | $2.6M |
| Rockwood Wealth Management, LLC | 0.33% | Add +32.0% | 85,991 | $2.6M |
| Channel Wealth LLC | 1.02% | Add +16.1% | 85,468 | $2.5M |
| DGS Capital Management, LLC | 0.72% | Add +4.7% | 84,688 | $2.5M |
| All Season Financial Advisors, Inc. | 2.05% | Add +222.8% | 82,989 | $2.5M |
| Zacks Investment Management | 0.03% | Reduce -3.9% | 82,016 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.3% | 81,126 | $2.4M |
| Argent Trust Co | 0.11% | Add +1.1% | 80,831 | $2.4M |
| Corient Private Wealth LP | 0.00% | Reduce -41.5% | 80,075 | $2.4M |
| Impact Partnership Wealth, LLC | 0.89% | Reduce -44.4% | 75,344 | $2.2M |
| Gould Asset Management LLC | 0.53% | Reduce -4.2% | 73,640 | $2.2M |
| RiverGlades Family Offices LLC | 1.71% | Reduce -3.9% | 72,382 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.3% | 71,643 | $2.1M |
| Mutual Advisors, LLC | 0.07% | Add +3.6% | 70,924 | $2.1M |
| Boston Standard Wealth Management, LLC | 0.48% | Add +8.7% | 70,847 | $2.1M |
| Laraway Financial Advisors Inc | 1.85% | Reduce -1.4% | 70,638 | $2.1M |
| SMART Wealth LLC | 0.92% | Add +96.7% | 68,768 | $2.0M |
| StoneX Group Inc. | 0.18% | Add +822.0% | 68,273 | $2.0M |
| Larson Financial Group LLC | 0.16% | Reduce -6.1% | 68,078 | $2.0M |
| Wellington Wealth Strategies, LLC. | 0.94% | Reduce -6.3% | 67,850 | $2.0M |
| TD Private Client Wealth LLC | 0.06% | Add +17.1% | 66,300 | $2.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.9% | 65,008 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +23.0% | 64,840 | $1.9M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -6.6% | 62,722 | $1.9M |
| Boston Financial Mangement LLC | 0.06% | Reduce -5.5% | 62,274 | $1.9M |
| NSI Retail Advisors, LLC | 0.28% | Reduce -9.0% | 62,000 | $1.8M |
| CSM Advisors, LLC | 0.12% | Reduce -9.0% | 62,000 | $1.8M |
| Certified Advisory Corp | 0.26% | Add +615.6% | 61,667 | $1.8M |
| Alpha Omega Wealth Management LLC | 0.34% | Add +0.0% | 61,141 | $1.8M |
| Patriot Investment Management Group, Inc. | 0.14% | Add +1.9% | 61,038 | $1.8M |
| Nilsine Partners, LLC | 0.25% | Add +9.2% | 60,908 | $1.8M |
| Caitlin John, LLC | 1.36% | Reduce -3.8% | 60,176 | $1.8M |
| BLB&B Advisors, LLC | 0.10% | Reduce -8.0% | 60,097 | $1.8M |
| First Horizon Advisors, Inc. | 0.06% | Reduce -28.1% | 59,753 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.22% | Reduce -26.0% | 59,347 | $1.8M |
| Roundview Capital LLC | 0.14% | Reduce -0.3% | 58,952 | $1.8M |
| OneDigital Investment Advisors LLC | 0.03% | Add +3.0% | 57,441 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +7.5% | 57,369 | $1.7M |
| James Investment Research, Inc. | 0.20% | Add +4.4% | 57,314 | $1.7M |
| Fca Corp. | 0.55% | Reduce -7.2% | 57,267 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -35.0% | 56,718 | $1.7M |
| Tranquilli Financial Advisor LLC | 1.12% | Add +259.3% | 56,250 | $1.7M |
| Soros Fund Management | 0.06% | No change | 55,800 | $1.7M |
| Windward Private Wealth Management Inc. | 0.67% | Reduce -37.1% | 54,955 | $1.6M |
| Fortune 45 LLC | 1.32% | Add +12.9% | 53,669 | $1.6M |
| Wealthspire Advisors, LLC | 0.02% | Add +1.6% | 53,416 | $1.6M |
| Astoria Portfolio Advisors LLC. | 0.61% | Reduce -31.3% | 53,320 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -63.5% | 51,848 | $1.5M |
| Private Wealth Group, LLC | 0.79% | Add +26.2% | 51,348 | $1.5M |
| Capital Investment Services of America, Inc. | 0.15% | No change | 51,073 | $1.5M |
| Penobscot Investment Management Company, Inc. | 0.16% | Reduce -4.2% | 50,630 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +1.1% | 50,517 | $1.5M |
| MainStreet Investment Advisors LLC | 0.18% | Reduce -0.6% | 49,897 | $1.5M |
| Rockbridge Investment Management, LCC | 0.21% | Reduce -3.8% | 49,116 | $1.5M |
| GAMMA Investing LLC | 0.30% | Add +42.4% | 49,098 | $1.5M |
| Transatlantique Private Wealth LLC | 0.63% | Reduce -39.8% | 48,917 | $1.5M |
| CFS Investment Advisory Services, LLC | 0.24% | Add +39.3% | 48,621 | $1.4M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -4.6% | 48,330 | $1.4M |
| Fonville Wealth Management LLC | 0.62% | Add +0.2% | 46,870 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -21.0% | 46,346 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.09% | Add +27.8% | 46,345 | $1.4M |
| Echo Wealth Management, LLC | 1.13% | Reduce -8.2% | 45,773 | $1.4M |
| Kohmann Bosshard Financial Services, LLC | 0.19% | Reduce -25.8% | 44,747 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.16% | Reduce -0.6% | 43,305 | $1.3M |
| Sei Investments Co. | 0.00% | Reduce -31.8% | 40,088 | $1.2M |
| NBT Bank, N.A. | 0.09% | Reduce -0.7% | 40,070 | $1.2M |
| SeaBridge Investment Advisors LLC | 0.31% | Add +16.8% | 39,834 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | New | 39,756 | $1.2M |
| Wells Financial Advisors INC | 0.78% | Reduce -2.5% | 38,451 | $1.1M |
| Tritonpoint Wealth, LLC | 0.12% | Reduce -4.4% | 36,516 | $1.1M |
| Betterment LLC | 0.00% | Reduce -30.0% | 37,911 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -33.4% | 36,957 | $1.1M |
| Orion Capital Management LLC | 0.58% | Reduce -10.0% | 36,757 | $1.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | Reduce -22.0% | 36,681 | $1.1M |
| M&T Bank Corp | 0.00% | Add +1.3% | 36,285 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +15.0% | 36,142 | $1.1M |
| Sharper & Granite LLC | 0.52% | Add +2.3% | 36,200 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.18% | No change | 35,305 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +7.8% | 35,057 | $1.0M |
| Koshinski Asset Management, Inc. | 0.11% | New | 34,973 | $1.0M |
| Windham Capital Management, LLC | 0.82% | Reduce -91.5% | 34,953 | $1.0M |
| Jacobi Capital Management LLC | 0.09% | Reduce -52.0% | 33,797 | $1.0M |
| CW Advisors, LLC | 0.02% | Add +0.8% | 33,582 | $1000K |
| Capital Advisory Group Advisory Services, LLC | 0.47% | Reduce -3.9% | 32,950 | $981K |
| Denver Wealth Management, Inc. | 0.49% | Reduce -21.0% | 32,545 | $969K |
| Transamerica Financial Advisors, LLC | 0.10% | Reduce -1.3% | 32,169 | $958K |
| Financial Network Wealth Advisors LLC | 0.93% | Add +4.7% | 31,480 | $937K |
| Clearview Wealth Advisors LLC | 0.95% | New | 31,437 | $936K |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -9.8% | 31,342 | $933K |
| PFG Advisors | 0.07% | Add +7.1% | 30,446 | $906K |
| Millennium Management | 0.00% | Add +121.5% | 30,419 | $906K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -90.9% | 30,368 | $904K |
| IFG Advisory, LLC | 0.07% | Reduce -3.1% | 30,220 | $900K |
| Mechanics Financial Corp | 0.47% | Add +16.2% | 30,095 | $896K |
| Members Trust Co | 0.03% | Reduce -16.9% | 29,812 | $888K |
| Two Sigma Securities, LLC | 0.04% | Reduce -14.3% | 29,370 | $874K |
| Northern Trust Corp. | 0.00% | Add +12.9% | 28,912 | $861K |
| MMBG Investment Advisors Co. | 0.09% | No change | 28,080 | $833K |
| Wealthstar Advisors, LLC | 0.29% | Reduce -0.5% | 27,645 | $823K |
| City Holding Co. | 0.12% | Add +24.6% | 27,518 | $819K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 27,493 | $818K |
| FirstPurpose Wealth LLC | 0.29% | Reduce -0.3% | 27,046 | $799K |
| Norden Group LLC | 0.16% | New | 26,825 | $799K |
| Meridian Financial Advisors, LLC | 0.59% | Add +2.9% | 26,743 | $796K |
| Greenwich Wealth Management LLC | 0.06% | Add +2.6% | 26,596 | $792K |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +0.1% | 26,594 | $792K |
| Bank of Montreal | 0.00% | Add +6.1% | 26,129 | $778K |
| Founders Financial Securities LLC | 0.08% | Add +237.0% | 25,974 | $773K |
| Galvin, Gaustad & Stein, LLC | 0.07% | Reduce -22.2% | 25,729 | $766K |
| Wealthspire Retirement, LLC | 0.06% | Add +12.6% | 25,070 | $746K |
| Comerica Bank | 0.00% | Reduce -46.1% | 24,700 | $735K |
| Colton Groome Financial Advisors, LLC | 0.29% | Add +190.1% | 24,507 | $730K |
| Raymond James Trust N.A. | 0.02% | Add +117.3% | 24,305 | $724K |
| Trail Ridge Investment Advisors, LLC | 0.40% | Add +16.8% | 23,631 | $703K |
| Western Wealth Management, LLC | 0.05% | Add +3.8% | 23,584 | $702K |
| Destiny Capital Corp | 0.48% | Reduce -24.0% | 23,284 | $693K |
| Zhang Financial LLC | 0.05% | No change | 23,189 | $690K |
| Lion Street Advisors, LLC | 0.28% | No change | 22,799 | $679K |
| Stone Summit Wealth LLC | 0.24% | Reduce -3.0% | 22,733 | $677K |
| Citadel Advisors | 0.00% | New | 22,661 | $675K |
| Pinnacle Bancorp, Inc. | 0.20% | Add +22.4% | 22,169 | $660K |
| Gradient Capital Advisors, LLC | 0.24% | Add +7.7% | 22,066 | $657K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -6.3% | 21,948 | $653K |
| Private Trust Co. NA | 0.07% | Add +29.9% | 21,697 | $646K |
| Argonautica Private Wealth Management, Inc. | 0.23% | Add +4.0% | 21,521 | $641K |
| Bluespring Wealth Management, LLC | 0.07% | Add +18.6% | 21,498 | $640K |
| Windsor Capital Management, LLC | 0.19% | Add +0.1% | 20,761 | $618K |
| Tiemann Investment Advisors, LLC | 0.28% | Reduce -10.8% | 20,710 | $617K |
| Running Point Capital Advisors, LLC | 0.26% | Add +12.4% | 19,680 | $586K |
| Austin Private Wealth, LLC | 0.07% | Reduce -17.5% | 19,745 | $586K |
| New Century Financial Group, LLC | 0.40% | Reduce -23.4% | 19,549 | $582K |
| Mustard Seed Financial, LLC | 0.58% | Add +2.1% | 19,512 | $581K |
| BCK Partners, Inc. | 0.31% | Reduce -33.4% | 19,397 | $577K |
| Diversify Advisory Services, LLC | 0.03% | — | 19,315 | $572K |
| JGP Wealth Management, LLC | 0.08% | Add +56.3% | 19,058 | $567K |
| Assetmark, Inc. | 0.00% | Add +3101.2% | 18,855 | $561K |
| United Community Bank | 0.21% | Add +2.0% | 18,408 | $548K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +36.4% | 18,243 | $543K |
| Lifeworks Advisors, LLC | 0.15% | Reduce -0.7% | 18,131 | $540K |
| Marion Wealth Management | 0.16% | Reduce -4.6% | 18,115 | $539K |
| Sheets Smith Wealth Management | 0.06% | Add +1.7% | 17,938 | $534K |
| Benedetti & Gucer, Inc. | 0.27% | Reduce -6.7% | 17,939 | $534K |
| Tilson Financial Group, Inc. | 0.28% | Add +22.7% | 17,590 | $524K |
| WJ Wealth Management, LLC | 0.21% | Reduce -9.6% | 17,520 | $522K |
| Nottingham Advisors, Inc. | 0.06% | No change | 17,500 | $521K |
| Mascoma Wealth Management LLC | 0.15% | Reduce -92.2% | 17,214 | $512K |
| Vise Technologies, Inc. | 0.10% | Reduce -20.6% | 16,461 | $490K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -39.7% | 16,286 | $485K |
| Per Stirling Capital Management, LLC. | 0.08% | Reduce -1.1% | 16,059 | $478K |
| Juncture Wealth Strategies, LLC | 0.20% | Add +4.4% | 15,905 | $473K |
| Bellecapital International Ltd. | 0.11% | Reduce -7.1% | 15,863 | $472K |
| Breakwater Investment Management | 0.22% | — | 15,857 | $472K |
| Goldstone Financial Group, LLC | 0.11% | Add +47.0% | 15,653 | $466K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | Reduce -0.2% | 15,602 | $464K |
| MidAtlantic Capital Management, Inc. | 0.41% | Reduce -28.9% | 15,524 | $462K |
| GEM Asset Management, LLC | 0.31% | New | 15,460 | $457K |
| Crabel Capital Management, LLC | 0.39% | Reduce -27.2% | 15,159 | $451K |
| AlphaMark Advisors, LLC | 0.16% | Reduce -3.3% | 14,806 | $441K |
| AJ Advisors, LLC | 0.24% | Reduce -1.5% | 14,716 | $438K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +136.9% | 14,673 | $437K |
| Belpointe Asset Management LLC | 0.03% | Add +2.8% | 14,601 | $435K |
| Narus Financial Partners, LLC | 0.18% | Add +14.9% | 14,184 | $422K |
| AE Wealth Management LLC | 0.00% | Reduce -98.7% | 14,117 | $420K |
| Traction Financial Partners, LLC | 0.33% | Reduce -43.5% | 14,098 | $417K |
| Alliance Wealth Advisors, LLC | 0.12% | Add +6.4% | 13,867 | $413K |
| Cottage Street Advisors LLC | 0.25% | Add +0.1% | 13,806 | $411K |
| Stephens Group Asset Management, LLC | 0.04% | No change | 13,691 | $408K |
| PrairieView Partners, LLC | 0.05% | No change | 13,643 | $407K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -6.1% | 13,616 | $405K |
| D.A. Davidson & Co. | 0.00% | New | 13,564 | $404K |
| Smith, Moore & Co. | 0.04% | Reduce -50.2% | 13,469 | $401K |
| Regal Investment Advisors LLC | 0.03% | Reduce -42.5% | 13,455 | $401K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -4.3% | 13,346 | $397K |
| USAdvisors Wealth Management, LLC | 0.15% | Add +23.7% | 13,119 | $391K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -82.8% | 13,082 | $390K |
| Brookstone Capital Management | 0.01% | Reduce -2.8% | 13,041 | $388K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 12,850 | $383K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -35.6% | 12,838 | $382K |
| Altiora Financial Group, LLC | 0.10% | No change | 12,608 | $375K |
| Fiduciary Group, LLC | 0.04% | Reduce -10.5% | 12,589 | $375K |
| Ceeto Capital Group, LLC | 0.15% | No change | 12,500 | $372K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -17.0% | 12,344 | $367K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -17.0% | 12,344 | $367K |
| WBH Advisory Inc. | 0.04% | Reduce -7.5% | 12,310 | $366K |
| Arax Advisory Partners | 0.04% | Reduce -47.6% | 12,275 | $365K |
| Aspire Private Capital, LLC | 0.10% | Add +112.2% | 12,147 | $362K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -68.9% | 12,314 | $361K |
| Financial Counselors Inc. | 0.01% | Reduce -15.4% | 11,876 | $354K |
| Evergreen Capital Management LLC | 0.01% | No change | 11,812 | $352K |
| Keybank National Association | 0.00% | Add +51.7% | 11,620 | $346K |
| Bison Wealth, LLC | 0.06% | Reduce -1.1% | 11,580 | $345K |
| Raleigh Capital Management Inc. | 0.15% | Add +991.5% | 11,384 | $339K |
| Cibc World Market Inc. | 0.00% | No change | 11,244 | $335K |
| Breakwater Capital Group | 0.08% | Add +1.8% | 11,168 | $332K |
| IAG Wealth Partners, LLC | 0.07% | Add +2.8% | 11,111 | $331K |
| Naples Global Advisors, LLC | 0.03% | Reduce -20.5% | 10,865 | $323K |
| Simplicity Wealth,LLC | 0.01% | Add +4.3% | 10,621 | $316K |
| Diligent Investors, LLC | 0.08% | Reduce -0.3% | 10,462 | $311K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -12.9% | 10,430 | $311K |
| Realta Investment Advisors | 0.06% | Reduce -1.4% | 10,285 | $306K |
| Integrity Financial Corp | 0.21% | Add +28.9% | 10,086 | $300K |
| Phillips Financial Management, LLC | 0.02% | Reduce -22.8% | 10,058 | $299K |
| Mathes Company, Inc. | 0.11% | No change | 10,000 | $298K |
| WT Wealth Management | 0.11% | No change | 10,000 | $298K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -16.7% | 10,000 | $298K |
| First Financial Bankshares Inc | 0.01% | Reduce -64.4% | 9,963 | $297K |
| Global Retirement Partners, LLC | 0.01% | Reduce -0.2% | 9,945 | $296K |
| Investors Research Corp | 0.07% | Add +4.2% | 9,927 | $296K |
| SkyOak Wealth, LLC | 0.07% | No change | 9,709 | $289K |
| Anchor Investment Management, LLC | 0.03% | No change | 9,700 | $289K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Add +772.0% | 9,540 | $284K |
| Advisors Asset Management, Inc. | 0.01% | Add +55.5% | 9,535 | $284K |
| Reinhart Partners, Llc. | 0.01% | No change | 9,500 | $283K |
| Family Asset Management, LLC | 0.18% | Reduce -31.5% | 9,435 | $281K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -43.1% | 9,386 | $279K |
| GTS Securities LLC | 0.01% | New | 9,281 | $276K |
| Lincoln National Corp. | 0.00% | Add +7.1% | 9,260 | $276K |
| Better Money Decisions, LLC | 0.22% | Add +0.8% | 9,204 | $274K |
| Hunter Associates Investment Management LLC | 0.05% | No change | 9,050 | $269K |
| Dodds Wealth, LLC | 0.11% | Reduce -72.9% | 8,778 | $261K |
| LexAurum Advisors, LLC | 0.07% | Add +3.2% | 8,752 | $261K |
| RDA Financial Network | 0.09% | Add +13.4% | 8,402 | $250K |
| AEGON USA Investment Management, LLC | 0.26% | Reduce -24.2% | 8,376 | $249K |
| WASHINGTON TRUST Co | 0.01% | Add +251.6% | 8,351 | $249K |
| Intelligence Driven Advisers, LLC | 0.04% | New | 8,329 | $248K |
| Modera Wealth Management, LLC | 0.00% | New | 8,234 | $245K |
| Meitav Investment House Ltd. | 0.00% | Add +12.8% | 8,202 | $244K |
| WealthShield Partners, LLC | 0.04% | Add +1062.7% | 8,139 | $242K |
| Obermeyer Wealth Partners | 0.01% | No change | 7,984 | $238K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +3.0% | 7,970 | $237K |
| Towercrest Capital Management | 0.04% | Reduce -46.9% | 7,951 | $230K |
| Key Client Fiduciary Advisors, LLC | 0.12% | No change | 7,595 | $226K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 7,587 | $226K |
| Great Point Wealth Advisors, LLC | 0.05% | Reduce -97.6% | 7,455 | $222K |
| Oakworth Capital, Inc. | 0.02% | Reduce -6.3% | 7,441 | $222K |
| InTrack Investment Management Inc | 0.16% | Reduce -16.8% | 7,422 | $221K |
| Colonial Trust Co / SC | 0.04% | No change | 7,275 | $217K |
| Integrity Wealth Solutions LLC | 0.14% | New | 7,169 | $213K |
| Cadent Capital Advisors, LLC | 0.09% | Add +0.8% | 7,145 | $213K |
| Activest Wealth Management | 0.10% | Add +0.8% | 7,107 | $212K |
| Harbour Investments, Inc. | 0.01% | Add +5.9% | 7,047 | $210K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 7,000 | $208K |
| Brown Advisory Inc. | 0.00% | Reduce -63.2% | 6,997 | $208K |
| Moneco Advisors, LLC | 0.03% | New | 6,996 | $208K |
| Cypress Financial Planning LLC | 0.09% | New | 6,733 | $200K |
| Continuum Advisory, LLC | 0.03% | Reduce -94.4% | 5,818 | $172K |
| Lanark Financial, Inc. | 0.02% | Add +6.4% | 5,723 | $171K |
| Bokf, NA | 0.00% | New | 5,641 | $167K |
| UMB Bank, n.a. | 0.00% | No change | 5,500 | $164K |
| Mather Group, Llc. | 0.00% | New | 4,674 | $139K |
| Blue Trust, Inc. | 0.00% | Add +12.8% | 4,349 | $129K |
| Retirement Group, LLC | 0.04% | Add +0.3% | 4,224 | $126K |
| Bfsg, LLC | 0.01% | Add +24.3% | 3,782 | $113K |
| Abich Financial Wealth Management LLC | 0.09% | Reduce -43.3% | 3,760 | $112K |
| Westside Investment Management, Inc. | 0.02% | No change | 3,450 | $103K |
| Y.D. More Investments Ltd | 0.02% | No change | 3,380 | $100K |
| Optimum Investment Advisors | 0.05% | No change | 3,300 | $98K |
| NorthRock Partners, LLC | 0.00% | Add +1024.2% | 3,249 | $97K |
| IFP Advisors, Inc | 0.00% | No change | 3,143 | $94K |
| Gradient Investments LLC | 0.00% | Reduce -26.4% | 2,970 | $88K |
| MGB Wealth Management, LLC | 0.03% | Reduce -31.3% | 2,850 | $85K |
| Keener Financial Planning LLC | 0.05% | Add +70.6% | 2,346 | $70K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 2,259 | $67K |
| Iron Horse Wealth Management, LLC | 0.03% | Reduce -39.4% | 2,136 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.5% | 2,099 | $62K |
| TD Capital Management LLC | 0.01% | Reduce -12.9% | 2,045 | $61K |
| CENTRAL TRUST Co | 0.00% | Reduce -10.2% | 2,000 | $60K |
| LRI Investments, LLC | 0.01% | — | 1,954 | $58K |
| FMR LLC | 0.00% | Add +12.5% | 1,887 | $56K |
| Richardson Capital Management LLC | 0.04% | Add +0.8% | 1,796 | $53K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,690 | $50K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 1,484 | $44K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,425 | $42K |
| SJS Investment Consulting Inc. | 0.01% | Add +12.1% | 1,395 | $42K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,339 | $40K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 1,210 | $36K |
| Winch Advisory Services, LLC | 0.01% | Reduce -6.4% | 1,164 | $35K |
| Franklin Resources Inc. | 0.00% | No change | 1,150 | $34K |
| Spire Wealth Management | 0.00% | Reduce -7.5% | 1,140 | $34K |
| Avior Wealth Management, LLC | 0.00% | Add +623.7% | 1,129 | $34K |
| Kelly Financial Services LLC | 0.01% | Add +22.6% | 1,125 | $34K |
| Ancora Advisors LLC | 0.00% | Add +3.6% | 1,119 | $33K |
| Allworth Financial LP | 0.00% | Add +168.7% | 1,080 | $32K |
| Fairman Group, LLC | 0.03% | No change | 1,075 | $32K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.02% | No change | 990 | $31K |
| Trivant Custom Portfolio Group, LLC | 0.02% | Add +0.6% | 1,036 | $31K |
| Richardson Financial Services Inc. | 0.02% | Add +21.3% | 478 | $31K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,011 | $30K |
| WestEnd Advisors, LLC | 0.00% | Reduce -0.4% | 950 | $28K |
| Crewe Advisors LLC | 0.00% | New | 901 | $27K |
| Tortoise Investment Management, LLC | 0.00% | No change | 900 | $27K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 850 | $25K |
| CIBC Private Wealth Group LLC | 0.00% | New | 850 | $25K |
| Bell Investment Advisors, Inc | 0.00% | Add +0.8% | 831 | $25K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -99.5% | 778 | $23K |
| Key Financial Inc | 0.01% | No change | 700 | $21K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 662 | $20K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Reduce -9.6% | 659 | $20K |
| Front Row Advisors LLC | 0.01% | New | 630 | $19K |
| Toth Financial Advisory Corp. | 0.00% | No change | 623 | $19K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 615 | $18K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 577 | $17K |
| Tidemark, LLC | 0.01% | Reduce -31.8% | 573 | $17K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 511 | $15K |
| Capital Analysts, LLC | 0.00% | Add +0.8% | 490 | $15K |
| Clearstead Trust, LLC | 0.00% | New | 466 | $14K |
| Farther Finance Advisors, LLC | 0.00% | No change | 453 | $13K |
| Hoese & Co LLP | 0.01% | No change | 408 | $12K |
| Logan Capital Management Inc. | 0.00% | No change | 334 | $10K |
| Motco | 0.00% | Reduce -79.9% | 327 | $10K |
| Bank of New Hampshire | 0.00% | Reduce -53.2% | 325 | $10K |
| Rakuten Securities, Inc. | 0.00% | New | 301 | $9K |
| Sunbelt Securities, Inc. | 0.00% | New | 274 | $8K |
| M&R Capital Management Inc. | 0.00% | No change | 259 | $8K |
| FWL Investment Management, LLC | 0.00% | No change | 200 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | New | 200 | $6K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -1.0% | 192 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 185 | $6K |
| BNP Paribas Financial Markets | 0.00% | Reduce -97.8% | 173 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 170 | $5K |
| McIlrath & Eck, LLC | 0.00% | Add +0.7% | 152 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | Add +0.7% | 146 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 127 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -87.4% | 101 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | New | 100 | $3K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 100 | $3K |
| Bray Capital Advisors | 0.00% | No change | 60 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -96.0% | 54 | $2K |
| SRH Advisors, LLC | 0.00% | New | 42 | $1K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -87.0% | 37 | $1K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -93.8% | 25 | $745 |
| Janiczek Wealth Management, LLC | 0.00% | No change | 22 | $655 |
| Addison Advisors LLC | 0.00% | No change | 20 | $596 |
| Global Financial Private Client, LLC | 0.00% | No change | 20 | $592 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 1 | $30 |
"% of holder's portfolio" is SPSB's weight in each manager's 13F, not the share of SS SPDR P St C Corp. ETF the manager owns.