SS SPDR P St C Corp. ETFSPSBETF
13F holders, Q2 2024 (June 30)530holders +12
50new positions
40sold out
5famous investors
$29.70avg. 13F price*
At the end of Q2 2024, 530 institutions reported holding SS SPDR P St C Corp. ETF (SPSB) in their 13F filings, up 12 from Q1 2024. 50 opened new positions and 40 sold out. The largest holders were Creative Planning ($1.0B), JPMorgan Chase & Co. ($530.4M) and Valmark Advisers, Inc. ($213.8M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.1% of Citadel Advisors'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 (Q2 2024)
- CUSIP
- 78464A474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $100.8M |
| Exits | 40 | $91.2M |
All 13F filers, Q1 2024 → Q2 2024: 18,531,456 shares bought and 22,205,410 shares sold, net −3,673,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 530 holders
| Creative Planning | 1.08% | Add +10.2% | 34,031,614 | $1.0B |
| JPMorgan Chase & Co. | 0.05% | Reduce -38.6% | 17,859,437 | $530.4M |
| Valmark Advisers, Inc. | 3.64% | Add +7.9% | 7,198,476 | $213.8M |
| Bank of America Corp. | 0.01% | Reduce -2.9% | 5,126,302 | $152.3M |
| LPL Financial LLC | 0.07% | Add +3.5% | 4,988,884 | $148.2M |
| Morgan Stanley | 0.01% | Add +11.3% | 4,866,377 | $144.5M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -10.6% | 3,755,740 | $111.5M |
| Citadel Advisors | 0.11% | Add +15924.8% | 3,631,382 | $107.9M |
| Baird Financial Group, Inc. | 0.21% | Add +0.7% | 3,461,025 | $102.8M |
| Fisher Asset Management | 0.04% | Add +5.4% | 3,160,886 | $93.9M |
| State Street Corp. | 0.00% | Add +9.0% | 2,962,682 | $88.0M |
| Wells Fargo & Company | 0.02% | Add +1.6% | 2,319,878 | $68.9M |
| Tiaa Trust, National Association | 0.20% | Reduce -6.8% | 2,205,872 | $65.5M |
| Renaissance Technologies | 0.11% | Add +28.5% | 2,164,000 | $64.3M |
| Allstate Corp. | 5.10% | Add +11.8% | 2,116,160 | $62.8M |
| Mariner, LLC | 0.12% | Add +14.9% | 2,071,537 | $61.5M |
| Advisory Alpha, LLC | 2.39% | Add +3.5% | 2,045,422 | $60.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.8% | 2,024,202 | $60.1M |
| MCF Advisors LLC | 4.23% | Add +3.5% | 1,879,829 | $55.8M |
| UBS Group AG | 0.02% | Reduce -9.6% | 1,829,520 | $54.3M |
| Bank of New York Mellon Corp | 0.01% | Add +37.5% | 1,820,340 | $54.1M |
| Destination Wealth Management | 1.56% | Reduce -1.9% | 1,585,568 | $47.1M |
| Horizon Investments, LLC | 1.26% | Add +38.9% | 1,531,138 | $45.5M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -5.1% | 1,527,167 | $45.4M |
| Rodgers & Associates, LTD | 5.65% | Add +2.4% | 1,479,344 | $43.9M |
| Bank of Nova Scotia | 0.08% | Add +4.0% | 1,299,877 | $38.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.9% | 1,263,827 | $37.8M |
| Buckingham Capital Management, Inc. | 4.44% | Add +9.6% | 1,248,117 | $37.1M |
| Concord Wealth Partners | 6.53% | Add +9.9% | 1,246,249 | $37.0M |
| Concord Asset Management, LLC | 8.75% | Add +10.9% | 1,187,380 | $35.3M |
| Manning & Napier Advisors LLC | 0.40% | — | 1,180,228 | $35.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.16% | Add +17.9% | 1,084,004 | $32.2M |
| Strategic Point Investment Advisors, LLC | 5.25% | Reduce -0.1% | 986,571 | $29.3M |
| Townsquare Capital LLC | 0.39% | Reduce -46.3% | 972,496 | $28.9M |
| Strategic Wealth Partners, Ltd. | 3.01% | Add +6.7% | 971,720 | $28.9M |
| Cetera Investment Advisers | 0.07% | Reduce -18.7% | 967,592 | $28.7M |
| Willow Creek Wealth Management Inc. | 3.26% | Add +3.8% | 966,409 | $28.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6.12% | Reduce -14.9% | 965,189 | $28.7M |
| Red Cedar Investment Management, LLC | 3.76% | Reduce -14.3% | 929,101 | $27.6M |
| Gemmer Asset Management LLC | 2.88% | Add +4.9% | 906,725 | $26.9M |
| Osaic Holdings, Inc. | 0.06% | Add +0.7% | 902,778 | $26.8M |
| Litman Gregory Wealth Management LLC | 2.37% | Reduce -12.9% | 900,300 | $26.7M |
| Allspring Global Investments Holdings, LLC | 0.04% | No change | 847,800 | $25.2M |
| Jane Street Group, LLC | 0.03% | New | 834,778 | $24.8M |
| Capital Wealth Management, LLC | 11.01% | Add +12.7% | 809,921 | $24.1M |
| Arkansas Financial Group, Inc. | 4.28% | Add +11.0% | 808,906 | $24.0M |
| Walker Financial Services, Inc. | 18.67% | Add +4.7% | 804,022 | $23.9M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +18.5% | 757,415 | $22.5M |
| Thrivent Financial for Lutherans | 0.04% | Add +1800.4% | 702,344 | $20.9M |
| Cedar Mountain Advisors, LLC | 4.94% | Add +0.2% | 674,014 | $20.0M |
| Flagstone Financial Management | 7.36% | Reduce -1.9% | 666,228 | $19.8M |
| Winthrop Capital Management, LLC | 9.74% | Add +0.5% | 655,716 | $19.5M |
| McCarthy Asset Management, Inc. | 11.22% | New | 640,972 | $19.0M |
| Cherry Tree Wealth Management, LLC | 4.54% | Reduce -3.2% | 609,227 | $18.1M |
| Rockefeller Capital Management L.P. | 0.05% | Add +468.9% | 598,192 | $17.8M |
| Occidental Asset Management, LLC | 3.07% | Add +7.6% | 588,830 | $17.5M |
| Royal Bank of Canada | 0.00% | Add +31.5% | 573,744 | $17.0M |
| Cohen & Steers, Inc. | 0.04% | Reduce -55.6% | 567,312 | $16.8M |
| Hardy Reed LLC | 1.65% | Add +19.0% | 553,134 | $16.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -3.3% | 548,262 | $16.3M |
| Waverly Advisors, LLC | 0.32% | Reduce -5.5% | 544,885 | $16.2M |
| Smithfield Trust Co | 0.85% | Reduce -2.0% | 543,531 | $16.1M |
| Meiji Yasuda Life Insurance Co | 0.32% | No change | 530,500 | $15.8M |
| Kingsview Wealth Management, LLC | 0.35% | Add +4.1% | 500,608 | $14.9M |
| BIP Wealth, LLC | 1.21% | Reduce -21.1% | 496,355 | $14.7M |
| Private Advisor Group, LLC | 0.10% | Add +0.1% | 492,021 | $14.6M |
| Orange Investment Advisors, Inc. | 1.89% | Reduce -24.4% | 487,831 | $14.5M |
| Trilogy Capital Inc. | 0.79% | Add +6.1% | 487,999 | $14.5M |
| US Bancorp \de | 0.02% | Reduce -11.2% | 484,798 | $14.4M |
| M Holdings Securities, Inc. | 1.83% | Add +19.6% | 474,235 | $14.1M |
| Sanctuary Advisors, LLC | 0.10% | — | 463,022 | $13.7M |
| Avantax Advisory Services, Inc. | 0.09% | Add +18.7% | 429,469 | $12.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -12.3% | 412,652 | $12.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +130.8% | 406,916 | $12.1M |
| Marshall Wace, LLP | 0.02% | Add +16.4% | 393,200 | $11.7M |
| Susquehanna International Group, LLP | 0.02% | New | 390,541 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.3% | 386,228 | $11.5M |
| Obsidian Personal Planning Solutions LLC | 6.39% | Add +4.3% | 352,475 | $10.5M |
| Cornerstone Management, Inc. | 2.30% | Reduce -8.7% | 352,354 | $10.5M |
| Dynamic Advisor Solutions LLC | 0.33% | Reduce -27.1% | 349,715 | $10.4M |
| Rogco, LP | 4.20% | Add +1.9% | 346,847 | $10.3M |
| Geneos Wealth Management Inc. | 0.43% | Add +6.3% | 329,318 | $9.8M |
| Advisory Services Network, LLC | 0.20% | Add +6.1% | 326,526 | $9.7M |
| Pinnacle Financial Partners Inc | 0.20% | Reduce -5.7% | 317,379 | $9.4M |
| Deutsche Bank AG | 0.00% | No change | 315,502 | $9.4M |
| Cwm, LLC | 0.04% | Reduce -4.5% | 311,240 | $9.2M |
| Creative Financial Designs Inc. | 0.82% | Reduce -1.5% | 308,978 | $9.2M |
| Auour Investments LLC | 3.36% | Reduce -2.6% | 303,643 | $9.0M |
| DLK Investment Management, LLC | 3.69% | Add +5.0% | 300,295 | $8.9M |
| Swmg, LLC | 3.87% | Add +28.8% | 292,901 | $8.7M |
| Convergence Financial, LLC | 2.29% | Reduce -31.7% | 291,313 | $8.7M |
| Kraft, Davis & Associates, LLC | 2.58% | Add +4.8% | 284,703 | $8.5M |
| Fairview Capital Investment Management, LLC | 0.47% | Reduce -0.4% | 280,625 | $8.3M |
| Wrapmanager Inc. | 2.29% | Add +3.2% | 279,002 | $8.3M |
| Sweet Financial Partners, LLC | 1.86% | Add +2.6% | 274,592 | $8.2M |
| Atria Investments, Inc | 0.10% | Add +2.4% | 271,408 | $8.1M |
| CreativeOne Wealth, LLC | 0.40% | Reduce -21.0% | 267,573 | $7.9M |
| Systelligence, LLC | 2.06% | Add +0.4% | 260,788 | $7.7M |
| Buck Wealth Strategies, LLC | 2.23% | New | 254,300 | $7.6M |
| Truefg, LLC | 2.61% | Add +0.9% | 243,276 | $7.2M |
| Horizon Financial Services, LLC | 4.55% | Add +1.0% | 242,544 | $7.2M |
| Municipal Employees' Retirement System of Michigan | 0.10% | No change | 239,775 | $7.1M |
| Money Concepts Capital Corp. | 0.59% | Add +0.0% | 236,594 | $7.0M |
| NewSquare Capital LLC | 0.60% | Reduce -0.6% | 235,395 | $7.0M |
| HRT Financial LP | 0.04% | New | 231,245 | $6.9M |
| Revisor Wealth Management LLC | 4.69% | Reduce -40.1% | 227,426 | $6.8M |
| RFG Advisory, LLC | 0.22% | Reduce -22.1% | 225,538 | $6.7M |
| Capital Insight Partners, LLC | 1.21% | Add +0.9% | 215,089 | $6.4M |
| Merit Financial Group, LLC | 0.14% | Add +11.8% | 211,362 | $6.3M |
| Saiph Capital, LLC | 2.80% | Add +6.8% | 210,997 | $6.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.19% | Reduce -1.4% | 210,225 | $6.2M |
| Allen Investment Management, LLC | 0.07% | No change | 204,584 | $6.1M |
| Courier Capital LLC | 0.47% | Reduce -23.3% | 201,256 | $6.0M |
| Hilltop Holdings Inc. | 0.69% | Reduce -12.6% | 198,574 | $5.9M |
| Martin Capital Partners, LLC | 2.37% | Reduce -0.0% | 197,413 | $5.9M |
| MML Investors Services, LLC | 0.02% | Add +0.1% | 188,461 | $5.6M |
| Bailard, Inc. | 0.15% | Reduce -6.8% | 184,756 | $5.5M |
| Delta Asset Management LLC | 0.49% | Reduce -1.0% | 183,049 | $5.4M |
| Impact Partnership Wealth, LLC | 1.41% | Add +140.1% | 180,928 | $5.4M |
| IRON Financial LLC | 2.89% | Reduce -11.9% | 173,613 | $5.2M |
| Pineridge Advisors LLC | 1.75% | Reduce -11.5% | 172,371 | $5.1M |
| Good Life Advisors, LLC | 0.42% | Add +2.3% | 170,897 | $5.1M |
| Signet Financial Management, LLC | 0.66% | Add +12.9% | 163,551 | $4.9M |
| AE Wealth Management LLC | 0.05% | Add +1045.8% | 161,759 | $4.8M |
| Dynamic Wealth Strategies, LLC | 4.09% | Reduce -13.5% | 160,271 | $4.8M |
| Quattro Financial Advisors LLC | 1.23% | New | 158,703 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Add +1.6% | 156,359 | $4.6M |
| Parallel Advisors, LLC | 0.11% | Reduce -5.8% | 149,812 | $4.4M |
| Cabot Wealth Management Inc. | 0.58% | Reduce -2.3% | 149,263 | $4.4M |
| Bank of Montreal | 0.00% | Add +469.9% | 148,916 | $4.4M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Reduce -3.7% | 147,212 | $4.4M |
| Arete Wealth Advisors, LLC | 0.36% | Reduce -4.1% | 146,299 | $4.3M |
| Equitable Holdings, Inc. | 0.04% | Add +25.9% | 143,489 | $4.3M |
| Silver Lake Advisory, LLC | 1.05% | Add +4.2% | 142,869 | $4.2M |
| Financial Advocates Investment Management | 0.26% | Add +60.4% | 142,767 | $4.2M |
| Eukles Asset Management | 1.82% | Add +1.4% | 141,996 | $4.2M |
| Flow Traders U.S. LLC | 0.21% | New | 141,137 | $4.2M |
| Guggenheim Capital LLC | 0.03% | Add +13.3% | 140,355 | $4.2M |
| N.E.W. Advisory Services LLC | 0.43% | Add +15.2% | 133,774 | $4.0M |
| Levy Wealth Management Group, LLC | 0.99% | Add +48.9% | 129,944 | $3.9M |
| Rosenberg Matthew Hamilton | 1.12% | Reduce -17.5% | 128,683 | $3.8M |
| Badgley Phelps Wealth Managers, LLC | 0.09% | Add +3.5% | 126,309 | $3.8M |
| Truist Financial Corp. | 0.01% | Add +11.6% | 123,614 | $3.7M |
| IHT Wealth Management, LLC | 0.14% | Add +0.8% | 123,448 | $3.7M |
| Parsons Capital Management Inc. | 0.25% | Reduce -1.3% | 122,892 | $3.6M |
| NorthCoast Asset Management LLC | 0.03% | Add +14.7% | 122,881 | $3.6M |
| Vista Investment Management | 1.47% | Reduce -57.3% | 122,228 | $3.6M |
| Banco Santander, S.A. | 0.04% | Reduce -31.9% | 121,225 | $3.6M |
| Sigma Planning Corp | 0.11% | Add +6.6% | 120,861 | $3.6M |
| Avior Wealth Management, LLC | 0.15% | Add +10575.6% | 120,528 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -21.3% | 118,442 | $3.5M |
| Whittier Trust Co. | 0.05% | Reduce -8.6% | 116,323 | $3.5M |
| Eagle Global Advisors LLC | 0.18% | No change | 113,000 | $3.4M |
| Compass Financial Group, Inc. | 1.67% | Add +2.3% | 112,865 | $3.4M |
| Raymond James & Associates | 0.00% | Reduce -0.2% | 112,239 | $3.3M |
| CGN Advisors LLC | 0.39% | Add +0.4% | 112,190 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +9.3% | 111,979 | $3.3M |
| All Season Financial Advisors, Inc. | 3.01% | Add +34.9% | 111,936 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +266.4% | 111,283 | $3.3M |
| Money Design Co.,Ltd. | 0.18% | Reduce -8.1% | 110,514 | $3.3M |
| Financial Counselors Inc. | 0.05% | Add +827.3% | 110,124 | $3.3M |
| Certified Advisory Corp | 0.41% | Add +77.2% | 109,281 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -7.8% | 109,206 | $3.2M |
| Gibbs Wealth Management | 1.31% | Reduce -38.0% | 109,144 | $3.2M |
| All Terrain Financial Advisors, LLC | 1.35% | Add +18.6% | 108,465 | $3.2M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -24.0% | 108,376 | $3.2M |
| Prospera Financial Services Inc | 0.09% | Reduce -11.4% | 108,239 | $3.2M |
| Orin Green Financial, LLC | 1.46% | New | 106,383 | $3.2M |
| Elevated Capital Advisors, LLC | 0.88% | Add +3.5% | 104,928 | $3.1M |
| Balefire, LLC | 1.09% | Reduce -1.5% | 102,939 | $3.1M |
| Squarepoint Ops LLC | 0.01% | New | 102,511 | $3.0M |
| Stephens Inc. | 0.05% | Reduce -0.2% | 101,780 | $3.0M |
| Staley Capital Advisers Inc. | 0.14% | Add +3.8% | 101,650 | $3.0M |
| Parcion Private Wealth LLC | 0.26% | Reduce -20.3% | 96,215 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.5% | 96,108 | $2.9M |
| HM Payson & Co. | 0.05% | Add +4.2% | 95,983 | $2.9M |
| DAVENPORT & Co LLC | 0.02% | Add +32.7% | 95,100 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -5.2% | 93,811 | $2.8M |
| Capstone Wealth Management Group, LLC | 1.82% | Reduce -0.4% | 93,600 | $2.8M |
| Concourse Financial Group Securities, Inc. | 0.17% | Reduce -7.2% | 91,760 | $2.7M |
| GeoWealth Management, LLC | 0.12% | Reduce -3.5% | 91,074 | $2.7M |
| Consolidated Portfolio Review Corp | 0.63% | Reduce -1.6% | 90,985 | $2.7M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -5.5% | 90,705 | $2.7M |
| Total Wealth Planning, LLC | 0.43% | Reduce -19.7% | 87,825 | $2.6M |
| Vectors Research Management, LLC | 0.80% | Reduce -41.9% | 88,220 | $2.6M |
| DGS Capital Management, LLC | 0.73% | Add +4.0% | 88,082 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.8% | 87,764 | $2.6M |
| Nations Financial Group Inc, /Ia/ | 0.21% | Reduce -5.0% | 85,633 | $2.5M |
| Channel Wealth LLC | 0.90% | Reduce -1.8% | 83,937 | $2.5M |
| TD Private Client Wealth LLC | 0.08% | Add +24.9% | 82,778 | $2.5M |
| Thrive Capital Management, LLC | 1.12% | New | 82,611 | $2.5M |
| Zacks Investment Management | 0.03% | Reduce -1.6% | 80,663 | $2.4M |
| Destiny Wealth Partners, LLC | 0.43% | Reduce -79.7% | 79,791 | $2.4M |
| Tranquilli Financial Advisor LLC | 1.58% | Add +42.0% | 79,865 | $2.4M |
| GAMMA Investing LLC | 0.32% | Add +60.0% | 78,555 | $2.3M |
| Principal Financial Group Inc. | 0.00% | New | 75,848 | $2.3M |
| Gould Asset Management LLC | 0.51% | Add +1.3% | 74,605 | $2.2M |
| Boston Standard Wealth Management, LLC | 0.48% | Add +3.3% | 73,207 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -8.9% | 72,932 | $2.2M |
| RiverGlades Family Offices LLC | 1.68% | Add +0.2% | 72,552 | $2.2M |
| Laraway Financial Advisors Inc | 1.75% | Reduce -2.4% | 68,974 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +3.4% | 67,045 | $2.0M |
| Rockwood Wealth Management, LLC | 0.23% | Reduce -25.0% | 64,484 | $1.9M |
| CFS Investment Advisory Services, LLC | 0.15% | Add +32.0% | 64,184 | $1.9M |
| MidAtlantic Capital Management, Inc. | 1.57% | Add +306.6% | 63,122 | $1.9M |
| Caitlin John, LLC | 1.37% | Add +4.8% | 63,042 | $1.9M |
| Nilsine Partners, LLC | 0.25% | Add +3.3% | 62,940 | $1.9M |
| Mutual Advisors, LLC | 0.06% | Reduce -12.9% | 61,763 | $1.8M |
| Patriot Investment Management Group, Inc. | 0.14% | Add +0.8% | 61,546 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.21% | Add +3.5% | 61,418 | $1.8M |
| Whitcomb & Hess, Inc. | 0.56% | Reduce -86.9% | 60,928 | $1.8M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +25.8% | 60,793 | $1.8M |
| Alpha Omega Wealth Management LLC | 0.34% | Reduce -0.7% | 60,719 | $1.8M |
| SMART Wealth LLC | 0.72% | Reduce -12.5% | 60,168 | $1.8M |
| BLB&B Advisors, LLC | 0.10% | Add +0.1% | 60,143 | $1.8M |
| NSI Retail Advisors, LLC | 0.31% | Reduce -3.4% | 59,900 | $1.8M |
| CSM Advisors, LLC | 0.13% | Reduce -3.4% | 59,900 | $1.8M |
| Larson Financial Group LLC | 0.12% | Reduce -12.2% | 59,807 | $1.8M |
| Boston Financial Mangement LLC | 0.06% | Reduce -5.1% | 59,108 | $1.8M |
| First Horizon Advisors, Inc. | 0.05% | Reduce -2.2% | 58,460 | $1.7M |
| Fca Corp. | 0.55% | Add +0.4% | 57,513 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -50.9% | 57,172 | $1.7M |
| Roundview Capital LLC | 0.13% | Reduce -3.6% | 56,804 | $1.7M |
| Fortune 45 LLC | 1.29% | Add +5.8% | 56,757 | $1.7M |
| Fullcircle Wealth LLC | 0.83% | — | 56,441 | $1.7M |
| Berkshire Asset Management LLC | 0.08% | New | 56,390 | $1.7M |
| James Investment Research, Inc. | 0.20% | Reduce -2.6% | 55,811 | $1.7M |
| First Trust Advisors LP | 0.00% | Reduce -3.2% | 55,540 | $1.6M |
| Comerica Bank | 0.01% | Add +122.3% | 54,899 | $1.6M |
| Windward Private Wealth Management Inc. | 0.65% | Reduce -1.2% | 54,306 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.10% | Add +17.1% | 54,271 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +4.6% | 54,231 | $1.6M |
| Astoria Portfolio Advisors LLC. | 0.57% | Add +1.4% | 54,046 | $1.6M |
| Argent Trust Co | 0.07% | Reduce -34.2% | 53,160 | $1.6M |
| Betterment LLC | 0.00% | Add +39.1% | 52,745 | $1.6M |
| Echo Wealth Management, LLC | 1.15% | Add +12.2% | 51,365 | $1.5M |
| Penobscot Investment Management Company, Inc. | 0.15% | Add +0.9% | 51,080 | $1.5M |
| Capital Investment Services of America, Inc. | 0.15% | No change | 51,073 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +0.1% | 50,570 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -25.8% | 48,219 | $1.5M |
| Private Wealth Group, LLC | 0.77% | Reduce -3.9% | 49,342 | $1.5M |
| Rockbridge Investment Management, LCC | 0.21% | Reduce -0.6% | 48,801 | $1.4M |
| Probity Advisors, Inc. | 0.30% | Reduce -54.8% | 48,752 | $1.4M |
| MainStreet Investment Advisors LLC | 0.18% | Reduce -3.3% | 48,231 | $1.4M |
| Fonville Wealth Management LLC | 0.57% | Add +2.8% | 48,186 | $1.4M |
| SeaBridge Investment Advisors LLC | 0.36% | Add +18.9% | 47,341 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +282.8% | 47,143 | $1.4M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -15.6% | 45,102 | $1.3M |
| Portside Wealth Group, LLC | 0.25% | Reduce -50.8% | 44,966 | $1.3M |
| Blair William & Co. | 0.00% | Reduce -5.4% | 43,852 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.14% | Reduce -2.1% | 42,379 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -26.0% | 41,968 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +1.7% | 40,431 | $1.2M |
| Tritonpoint Wealth, LLC | 0.11% | Add +10.0% | 40,180 | $1.2M |
| NBT Bank, N.A. | 0.08% | Reduce -0.4% | 39,920 | $1.2M |
| Koshinski Asset Management, Inc. | 0.10% | Add +8.9% | 38,076 | $1.1M |
| PFG Advisors | 0.08% | Add +24.4% | 37,890 | $1.1M |
| Founders Financial Securities LLC | 0.10% | Add +42.8% | 37,091 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +2.1% | 36,892 | $1.1M |
| Sharper & Granite LLC | 0.52% | Add +1.8% | 36,847 | $1.1M |
| Orion Capital Management LLC | 0.57% | Reduce -0.7% | 36,503 | $1.1M |
| New Century Financial Group, LLC | 0.46% | Add +86.7% | 36,490 | $1.1M |
| Jacobi Capital Management LLC | 0.09% | Add +4.8% | 35,435 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.17% | No change | 35,305 | $1.0M |
| Windham Capital Management, LLC | 0.81% | No change | 34,953 | $1.0M |
| Meridian Financial Advisors, LLC | 0.74% | Add +29.3% | 34,581 | $1.0M |
| Wells Financial Advisors INC | 0.67% | Reduce -10.3% | 34,485 | $1.0M |
| Kohmann Bosshard Financial Services, LLC | 0.14% | Reduce -23.6% | 34,165 | $1.0M |
| CW Advisors, LLC | 0.02% | Add +1.2% | 33,993 | $1.0M |
| Trivium Point Advisory, LLC | 0.15% | New | 33,676 | $1.0M |
| Denver Wealth Management, Inc. | 0.49% | Add +1.9% | 33,161 | $985K |
| Mechanics Financial Corp | 0.50% | Add +9.7% | 33,018 | $981K |
| Two Sigma Securities, LLC | 0.05% | Add +10.8% | 32,557 | $967K |
| Transamerica Financial Advisors, LLC | 0.10% | No change | 32,169 | $956K |
| Soros Fund Management | 0.03% | Reduce -42.6% | 32,000 | $950K |
| IFG Advisory, LLC | 0.06% | Add +1.9% | 30,798 | $915K |
| City Holding Co. | 0.13% | Add +11.4% | 30,669 | $911K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -14.3% | 30,046 | $892K |
| Raymond James Trust N.A. | 0.02% | Add +20.0% | 29,169 | $866K |
| Northern Trust Corp. | 0.00% | No change | 28,912 | $859K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -49.9% | 28,795 | $855K |
| Koss-Olinger Consulting, LLC | 0.08% | New | 28,353 | $842K |
| MMBG Investment Advisors Co. | 0.09% | No change | 28,080 | $834K |
| M&T Bank Corp | 0.00% | Reduce -25.0% | 27,214 | $808K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -2.0% | 26,948 | $800K |
| Members Trust Co | 0.02% | Reduce -9.9% | 26,864 | $798K |
| Park Avenue Securities LLC | 0.01% | Reduce -70.0% | 26,845 | $797K |
| Capital Advisory Group Advisory Services, LLC | 0.34% | Reduce -18.9% | 26,714 | $793K |
| HBW Advisory Services LLC | 0.13% | Reduce -82.2% | 26,551 | $789K |
| Greenwich Wealth Management LLC | 0.06% | Reduce -1.8% | 26,130 | $776K |
| Wealthspire Retirement, LLC | 0.06% | Reduce -0.2% | 25,011 | $743K |
| Western Wealth Management, LLC | 0.05% | Add +2.0% | 24,053 | $714K |
| Trail Ridge Investment Advisors, LLC | 0.36% | Add +0.4% | 23,731 | $705K |
| Destiny Capital Corp | 0.47% | No change | 23,284 | $692K |
| Sei Investments Co. | 0.00% | Reduce -42.0% | 23,262 | $691K |
| Zhang Financial LLC | 0.05% | No change | 23,189 | $689K |
| Bluespring Wealth Management, LLC | 0.07% | Add +6.4% | 22,875 | $679K |
| Lion Street Advisors, LLC | 0.25% | Reduce -1.5% | 22,453 | $667K |
| Private Trust Co. NA | 0.07% | Add +3.4% | 22,423 | $666K |
| Stone Summit Wealth LLC | 0.24% | Reduce -1.6% | 22,371 | $664K |
| Pinnacle Bancorp, Inc. | 0.19% | No change | 22,169 | $658K |
| MA Private Wealth | 0.13% | New | 21,462 | $637K |
| Argonautica Private Wealth Management, Inc. | 0.22% | Reduce -0.6% | 21,397 | $635K |
| Austin Private Wealth, LLC | 0.07% | Add +7.1% | 21,152 | $628K |
| Colton Groome Financial Advisors, LLC | 0.25% | Reduce -14.2% | 21,019 | $624K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Reduce -18.6% | 20,957 | $622K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -5.4% | 20,769 | $617K |
| PFG Investments, LLC | 0.04% | Reduce -81.9% | 20,470 | $608K |
| CoreCap Advisors, LLC | 0.06% | Reduce -97.0% | 20,384 | $605K |
| Running Point Capital Advisors, LLC | 0.25% | Add +2.7% | 20,217 | $600K |
| Advocacy Wealth Management, LLC | 0.05% | Reduce -86.0% | 19,956 | $593K |
| Mustard Seed Financial, LLC | 0.56% | Add +1.6% | 19,834 | $589K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +45.8% | 19,457 | $578K |
| Beam Wealth Advisors, Inc. | 0.19% | New | 19,456 | $578K |
| BCK Partners, Inc. | 0.30% | No change | 19,397 | $576K |
| Savant Capital, LLC | 0.01% | New | 19,356 | $575K |
| Gradient Capital Advisors, LLC | 0.20% | Reduce -12.6% | 19,294 | $573K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +1.8% | 18,576 | $552K |
| Vise Technologies, Inc. | 0.10% | Add +12.3% | 18,478 | $549K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +14.7% | 18,413 | $547K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -41.4% | 18,383 | $546K |
| United Community Bank | 0.22% | Reduce -0.2% | 18,366 | $545K |
| Sheets Smith Wealth Management | 0.07% | Add +2.4% | 18,365 | $545K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -50.5% | 18,176 | $540K |
| Marion Wealth Management | 0.16% | Add +0.0% | 18,119 | $538K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -32.1% | 18,064 | $537K |
| Assetmark, Inc. | 0.00% | Reduce -4.8% | 17,948 | $533K |
| Tilson Financial Group, Inc. | 0.53% | Reduce -0.3% | 17,533 | $521K |
| Nottingham Advisors, Inc. | 0.06% | No change | 17,500 | $520K |
| Tiemann Investment Advisors, LLC | 0.23% | Reduce -15.7% | 17,460 | $519K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +17.3% | 17,218 | $511K |
| Lifeworks Advisors, LLC | 0.14% | Reduce -5.4% | 17,160 | $510K |
| Goldstone Financial Group, LLC | 0.10% | Add +8.9% | 17,044 | $506K |
| Windsor Capital Management, LLC | 0.16% | Reduce -17.9% | 17,041 | $506K |
| Mascoma Wealth Management LLC | 0.13% | Reduce -2.2% | 16,838 | $500K |
| YHB Investment Advisors, Inc. | 0.04% | New | 16,675 | $495K |
| Venture Visionary Partners LLC | 0.02% | New | 16,523 | $491K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -74.5% | 16,010 | $476K |
| Bellecapital International Ltd. | 0.10% | No change | 15,863 | $471K |
| Breakwater Investment Management | 0.21% | No change | 15,857 | $471K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | No change | 15,602 | $463K |
| Juncture Wealth Strategies, LLC | 0.19% | Reduce -2.2% | 15,561 | $462K |
| GEM Asset Management, LLC | 0.29% | No change | 15,460 | $459K |
| AJ Advisors, LLC | 0.25% | Add +4.4% | 15,367 | $456K |
| Diversify Wealth Management, LLC | 0.06% | — | 14,918 | $447K |
| Narus Financial Partners, LLC | 0.18% | Add +5.7% | 14,991 | $445K |
| Financial Network Wealth Advisors LLC | 0.33% | Reduce -52.7% | 14,896 | $443K |
| D.A. Davidson & Co. | 0.00% | Add +7.8% | 14,628 | $434K |
| Aspire Private Capital, LLC | 0.11% | Add +19.0% | 14,456 | $429K |
| Advisors Asset Management, Inc. | 0.01% | Add +50.6% | 14,357 | $426K |
| Brookstone Capital Management | 0.01% | Add +6.9% | 13,940 | $416K |
| AlphaMark Advisors, LLC | 0.14% | Reduce -6.1% | 13,906 | $413K |
| WJ Wealth Management, LLC | 0.15% | Reduce -20.8% | 13,882 | $412K |
| Cottage Street Advisors LLC | 0.24% | Add +0.2% | 13,833 | $411K |
| Integrity Financial Corp | 0.26% | Add +36.4% | 13,757 | $409K |
| Stephens Group Asset Management, LLC | 0.04% | No change | 13,691 | $407K |
| PrairieView Partners, LLC | 0.05% | No change | 13,643 | $405K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.8% | 13,445 | $400K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -3.9% | 13,091 | $389K |
| StoneX Group Inc. | 0.03% | Reduce -81.3% | 12,762 | $379K |
| Altiora Financial Group, LLC | 0.09% | No change | 12,608 | $374K |
| Fiduciary Group, LLC | 0.04% | Add +0.0% | 12,590 | $374K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -2.7% | 12,500 | $371K |
| Ceeto Capital Group, LLC | 0.14% | No change | 12,500 | $371K |
| Quadrature Capital Ltd | 0.01% | New | 12,391 | $368K |
| Quantum Private Wealth, LLC | 0.13% | New | 12,364 | $367K |
| Independent Financial Group, LLC | 0.01% | New | 12,297 | $365K |
| Arax Advisory Partners | 0.04% | Reduce -0.1% | 12,265 | $364K |
| Traction Financial Partners, LLC | 0.26% | Reduce -16.1% | 11,835 | $355K |
| Evergreen Capital Management LLC | 0.01% | No change | 11,812 | $351K |
| Cerity Partners LLC | 0.00% | New | 11,759 | $349K |
| WBH Advisory Inc. | 0.04% | Reduce -5.3% | 11,651 | $346K |
| Bison Wealth, LLC | 0.06% | No change | 11,580 | $345K |
| Keybank National Association | 0.00% | Reduce -1.8% | 11,408 | $339K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -41.0% | 11,397 | $339K |
| Ground Swell Capital, LLC | 0.32% | New | 11,254 | $334K |
| Norden Group LLC | 0.07% | Reduce -58.7% | 11,084 | $329K |
| IAG Wealth Partners, LLC | 0.07% | Reduce -0.4% | 11,068 | $329K |
| Simplicity Wealth,LLC | 0.01% | Add +3.4% | 10,982 | $326K |
| Smith, Moore & Co. | 0.03% | Reduce -18.9% | 10,917 | $324K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.6% | 10,599 | $315K |
| RDA Financial Network | 0.10% | Add +24.3% | 10,445 | $310K |
| Naples Global Advisors, LLC | 0.03% | Reduce -5.1% | 10,315 | $306K |
| Realta Investment Advisors | 0.06% | No change | 10,285 | $305K |
| Family Asset Management, LLC | 0.19% | Add +7.1% | 10,102 | $300K |
| Diligent Investors, LLC | 0.07% | Reduce -4.3% | 10,012 | $297K |
| Mathes Company, Inc. | 0.11% | No change | 10,000 | $297K |
| WT Wealth Management | 0.10% | No change | 10,000 | $297K |
| First Financial Bankshares Inc | 0.01% | Reduce -0.1% | 9,958 | $296K |
| Global Retirement Partners, LLC | 0.01% | Reduce -0.3% | 9,910 | $294K |
| Foundations Investment Advisors, LLC | 0.01% | New | 9,877 | $293K |
| LexAurum Advisors, LLC | 0.07% | Add +11.7% | 9,776 | $290K |
| Anchor Investment Management, LLC | 0.03% | No change | 9,700 | $288K |
| SkyOak Wealth, LLC | 0.07% | Reduce -2.1% | 9,502 | $282K |
| Reinhart Partners, Llc. | 0.01% | No change | 9,500 | $282K |
| Octavia Wealth Advisors, LLC | 0.04% | New | 9,452 | $281K |
| Breakwater Capital Group | 0.06% | Reduce -16.1% | 9,371 | $278K |
| Meitav Investment House Ltd. | 0.00% | Add +13.7% | 9,324 | $277K |
| Belpointe Asset Management LLC | 0.02% | Reduce -36.2% | 9,316 | $277K |
| Better Money Decisions, LLC | 0.21% | Add +1.2% | 9,316 | $277K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.5% | 9,244 | $275K |
| New Hampshire Trust | 0.06% | New | 9,139 | $271K |
| Hunter Associates Investment Management LLC | 0.05% | No change | 9,050 | $268K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -32.0% | 8,733 | $259K |
| Transatlantique Private Wealth LLC | 0.11% | Reduce -82.2% | 8,727 | $259K |
| Barnes Pettey Financial Advisors, LLC | 0.22% | New | 8,677 | $258K |
| InTrack Investment Management Inc | 0.18% | Add +15.2% | 8,549 | $254K |
| Millennium Management | 0.00% | Reduce -72.0% | 8,523 | $253K |
| AEGON USA Investment Management, LLC | 0.25% | No change | 8,376 | $249K |
| Modera Wealth Management, LLC | 0.00% | No change | 8,234 | $245K |
| Integrity Wealth Solutions LLC | 0.16% | Add +14.4% | 8,202 | $244K |
| Phillips Financial Management, LLC | 0.02% | Reduce -18.9% | 8,153 | $242K |
| Towercrest Capital Management | 0.04% | Add +4.7% | 8,328 | $240K |
| Cresset Asset Management, LLC | 0.00% | New | 8,053 | $239K |
| Cibc World Market Inc. | 0.00% | Reduce -28.9% | 8,000 | $238K |
| Obermeyer Wealth Partners | 0.01% | No change | 7,984 | $237K |
| Augustine Asset Management Inc. | 0.09% | New | 7,968 | $237K |
| CIBC Private Wealth Group LLC | 0.00% | Add +834.9% | 7,947 | $236K |
| Colonial Trust Co / SC | 0.04% | Add +9.2% | 7,942 | $236K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | Reduce -91.3% | 7,926 | $235K |
| Investors Research Corp | 0.05% | Reduce -21.1% | 7,832 | $233K |
| Mgo One Seven LLC | 0.01% | New | 7,755 | $230K |
| J. Safra Sarasin Holding AG | 0.00% | — | 7,754 | $230K |
| Key Client Fiduciary Advisors, LLC | 0.11% | No change | 7,595 | $226K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 7,587 | $225K |
| Harbour Investments, Inc. | 0.01% | Add +5.5% | 7,433 | $221K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -54.5% | 7,402 | $220K |
| Cadent Capital Advisors, LLC | 0.09% | Add +1.2% | 7,233 | $215K |
| Activest Wealth Management | 0.07% | Add +1.2% | 7,195 | $214K |
| Alliance Wealth Advisors, LLC | 0.06% | Reduce -49.2% | 7,047 | $209K |
| FMR LLC | 0.00% | Add +272.2% | 7,024 | $209K |
| Alliance Wealth Management Group | 0.06% | New | 7,212 | $208K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 7,000 | $208K |
| Brown Advisory Inc. | 0.00% | No change | 6,997 | $208K |
| Rinkey Investments | 0.07% | New | 6,742 | $200K |
| Principal Securities, Inc. | 0.01% | Reduce -92.7% | 6,406 | $190K |
| Continuum Advisory, LLC | 0.03% | Add +0.6% | 5,854 | $174K |
| Lanark Financial, Inc. | 0.02% | Add +1.8% | 5,828 | $173K |
| Bokf, NA | 0.00% | No change | 5,641 | $168K |
| UMB Bank, n.a. | 0.00% | No change | 5,500 | $163K |
| Abich Financial Wealth Management LLC | 0.11% | Add +44.4% | 5,428 | $161K |
| Private Ocean, LLC | 0.01% | New | 4,904 | $146K |
| Mather Group, Llc. | 0.00% | Reduce -0.7% | 4,640 | $138K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Reduce -52.8% | 4,501 | $133K |
| Atlas Capital Advisors Inc. | 0.02% | New | 4,432 | $132K |
| Blue Trust, Inc. | 0.00% | No change | 4,349 | $129K |
| Bfsg, LLC | 0.02% | Add +7.6% | 4,070 | $121K |
| BNP Paribas Financial Markets | 0.00% | Add +1980.9% | 3,600 | $107K |
| Westside Investment Management, Inc. | 0.02% | No change | 3,450 | $102K |
| Capital Analysts, LLC | 0.00% | Add +593.1% | 3,396 | $101K |
| Y.D. More Investments Ltd | 0.01% | No change | 3,380 | $100K |
| Stephens Consulting, LLC | 0.03% | New | 3,333 | $99K |
| Optimum Investment Advisors | 0.04% | No change | 3,300 | $98K |
| Keener Financial Planning LLC | 0.06% | Add +39.9% | 3,282 | $97K |
| Triad Wealth Partners, LLC | 0.05% | New | 3,235 | $96K |
| IFP Advisors, Inc | 0.00% | Add +0.3% | 3,153 | $94K |
| Oakworth Capital, Inc. | 0.01% | Reduce -59.0% | 3,052 | $91K |
| Gradient Investments LLC | 0.00% | Reduce -0.0% | 2,969 | $88K |
| MGB Wealth Management, LLC | 0.03% | No change | 2,850 | $85K |
| SouthState Bank Corp | 0.01% | New | 2,761 | $82K |
| Clearstead Advisors, LLC | 0.00% | New | 2,475 | $74K |
| International Assets Investment Management, LLC | 0.01% | New | 2,308 | $69K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 2,259 | $67K |
| SJS Investment Consulting Inc. | 0.01% | Add +60.9% | 2,245 | $67K |
| TD Capital Management LLC | 0.01% | No change | 2,045 | $61K |
| American Capital Advisory, LLC | 0.04% | New | 2,000 | $60K |
| Iron Horse Wealth Management, LLC | 0.02% | Reduce -8.3% | 1,958 | $58K |
| LRI Investments, LLC | 0.01% | No change | 1,954 | $58K |
| NorthRock Partners, LLC | 0.00% | Reduce -43.7% | 1,828 | $54K |
| Richardson Capital Management LLC | 0.04% | Add +1.2% | 1,818 | $54K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,690 | $50K |
| WASHINGTON TRUST Co | 0.00% | Reduce -80.0% | 1,671 | $50K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 1,484 | $44K |
| Atwood & Palmer Inc. | 0.00% | Reduce -7.0% | 1,325 | $39K |
| WFA of San Diego, LLC | 0.04% | — | 1,324 | $39K |
| Spire Wealth Management | 0.00% | Add +15.3% | 1,315 | $39K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 1,210 | $36K |
| Franklin Resources Inc. | 0.00% | No change | 1,150 | $34K |
| Ancora Advisors LLC | 0.00% | No change | 1,119 | $33K |
| Allworth Financial LP | 0.00% | No change | 1,080 | $32K |
| Trivant Custom Portfolio Group, LLC | 0.02% | Add +3.9% | 1,076 | $32K |
| Coppell Advisory Solutions LLC | 0.01% | — | 1,034 | $31K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,011 | $30K |
| Jones Financial Companies LLLP | 0.00% | New | 1,008 | $30K |
| Winch Advisory Services, LLC | 0.01% | Reduce -14.4% | 996 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -53.2% | 982 | $29K |
| Crewe Advisors LLC | 0.00% | Add +2.2% | 921 | $27K |
| Tortoise Investment Management, LLC | 0.00% | No change | 900 | $27K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 850 | $25K |
| WestEnd Advisors, LLC | 0.00% | Reduce -21.3% | 748 | $22K |
| 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% | No change | 659 | $20K |
| Front Row Advisors LLC | 0.01% | No change | 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 |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -59.5% | 543 | $16K |
| Fairman Group, LLC | 0.02% | Reduce -49.9% | 539 | $16K |
| Citigroup Inc. | 0.00% | New | 467 | $14K |
| Farther Finance Advisors, LLC | 0.00% | No change | 453 | $13K |
| Hoese & Co LLP | 0.01% | No change | 408 | $12K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -52.2% | 372 | $11K |
| Logan Capital Management Inc. | 0.00% | No change | 334 | $10K |
| Motco | 0.00% | No change | 327 | $10K |
| Bank of New Hampshire | 0.00% | No change | 325 | $10K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 315 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 299 | $9K |
| Rakuten Securities, Inc. | 0.00% | Reduce -1.3% | 297 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 274 | $8K |
| M&R Capital Management Inc. | 0.00% | No change | 259 | $8K |
| Redmont Wealth Advisors LLC | 0.01% | New | 252 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | Add +25.0% | 250 | $7K |
| Ridgewood Investments LLC | 0.00% | New | 215 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 185 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 170 | $5K |
| McIlrath & Eck, LLC | 0.00% | Add +1.3% | 154 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 150 | $4K |
| Mb, Levis & Associates, LLC | 0.00% | Add +1.4% | 148 | $4K |
| Bogart Wealth, LLC | 0.00% | New | 109 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 101 | $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% | No change | 54 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 42 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 22 | $654 |
| Addison Advisors LLC | 0.00% | No change | 20 | $594 |
| Global Financial Private Client, LLC | 0.00% | No change | 20 | $594 |
| Hexagon Capital Partners LLC | 0.00% | Reduce -96.9% | 6 | $179 |
| 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.