SS SPDR P St C Corp. ETFSPSBETF
13F holders, Q3 2024 (September 30)529holders −1
42new positions
46sold out
3famous investors
$30.28avg. 13F price*
At the end of Q3 2024, 529 institutions reported holding SS SPDR P St C Corp. ETF (SPSB) in their 13F filings, down 1 from Q2 2024. 42 opened new positions and 46 sold out. The largest holders were Creative Planning ($1.1B), JPMorgan Chase & Co. ($578.7M) and Valmark Advisers, Inc. ($223.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), George Soros (0.0% 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 (Q3 2024)
- CUSIP
- 78464A474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $59.9M |
| Exits | 46 | $210.7M |
All 13F filers, Q2 2024 → Q3 2024: 14,827,237 shares bought and 16,076,251 shares sold, net −1,249,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 529 holders
| Creative Planning | 1.11% | Add +9.0% | 37,094,244 | $1.1B |
| JPMorgan Chase & Co. | 0.05% | Add +7.0% | 19,112,441 | $578.7M |
| Valmark Advisers, Inc. | 3.50% | Add +2.4% | 7,372,308 | $223.2M |
| LPL Financial LLC | 0.07% | Add +7.8% | 5,380,590 | $162.9M |
| Bank of America Corp. | 0.01% | Reduce -2.1% | 5,020,893 | $152.0M |
| Morgan Stanley | 0.01% | Reduce -12.1% | 4,275,632 | $129.5M |
| Envestnet Asset Management Inc. | 0.04% | Add +9.1% | 4,097,090 | $124.1M |
| Baird Financial Group, Inc. | 0.22% | Add +6.8% | 3,697,396 | $112.0M |
| State Street Corp. | 0.00% | Add +17.4% | 3,479,003 | $105.3M |
| Advisory Alpha, LLC | 2.52% | Add +14.5% | 2,341,848 | $70.9M |
| Renaissance Technologies | 0.10% | Reduce -0.7% | 2,150,000 | $65.1M |
| Wells Fargo & Company | 0.02% | Reduce -8.1% | 2,130,947 | $64.5M |
| Bank of Nova Scotia | 0.13% | Add +59.2% | 2,069,519 | $62.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.0% | 2,044,517 | $61.9M |
| MCF Advisors LLC | 4.28% | Add +7.1% | 2,013,813 | $61.0M |
| Tiaa Trust, National Association | 0.17% | Reduce -13.7% | 1,904,614 | $57.7M |
| Bank of New York Mellon Corp | 0.01% | Add +0.1% | 1,823,120 | $55.2M |
| Mariner, LLC | 0.10% | Reduce -14.6% | 1,769,162 | $53.6M |
| Destination Wealth Management | 1.50% | Add +1.1% | 1,602,701 | $48.5M |
| Fisher Asset Management | 0.02% | Reduce -49.8% | 1,588,377 | $48.1M |
| PNC Financial Services Group, Inc. | 0.03% | Add +3.0% | 1,572,548 | $47.6M |
| Horizon Investments, LLC | 1.25% | Add +1.3% | 1,551,237 | $47.0M |
| UBS Group AG | 0.01% | Reduce -17.7% | 1,505,075 | $45.6M |
| Rodgers & Associates, LTD | 5.41% | Add +1.1% | 1,496,086 | $45.3M |
| Concord Wealth Partners | 6.49% | Add +3.1% | 1,285,179 | $38.9M |
| Buckingham Capital Management, Inc. | 4.41% | Add +2.0% | 1,272,989 | $38.5M |
| Concord Asset Management, LLC | 8.69% | Add +6.9% | 1,269,786 | $38.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.7% | 1,242,074 | $37.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5.36% | Add +20.6% | 1,164,155 | $35.3M |
| Strategic Wealth Partners, Ltd. | 3.08% | Add +8.9% | 1,058,713 | $32.1M |
| NorthCoast Asset Management LLC | 0.23% | Add +761.2% | 1,058,270 | $32.0M |
| Townsquare Capital LLC | 0.37% | Add +4.9% | 1,020,456 | $30.9M |
| Orange Investment Advisors, Inc. | 3.41% | Add +108.5% | 1,016,952 | $30.8M |
| Willow Creek Wealth Management Inc. | 3.23% | Add +4.8% | 1,013,252 | $30.7M |
| Strategic Point Investment Advisors, LLC | 5.00% | Add +1.5% | 1,001,254 | $30.3M |
| Arkansas Financial Group, Inc. | 4.88% | Add +21.6% | 983,719 | $29.8M |
| Litman Gregory Wealth Management LLC | 2.43% | Add +6.7% | 960,470 | $29.1M |
| Cetera Investment Advisers | 0.06% | Reduce -2.2% | 946,353 | $28.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | Reduce -13.2% | 940,820 | $28.5M |
| Gemmer Asset Management LLC | 2.79% | Add +1.6% | 921,680 | $27.9M |
| Osaic Holdings, Inc. | 0.06% | Add +1.4% | 914,980 | $27.7M |
| Red Cedar Investment Management, LLC | 3.43% | Reduce -3.9% | 893,256 | $27.0M |
| Walker Financial Services, Inc. | 18.17% | Add +10.4% | 887,435 | $26.9M |
| Allstate Corp. | 2.43% | Reduce -60.1% | 844,040 | $25.6M |
| Capital Wealth Management, LLC | 10.75% | Add +2.3% | 828,612 | $25.1M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +5.3% | 797,471 | $24.1M |
| Cedar Mountain Advisors, LLC | 5.05% | Add +9.9% | 740,563 | $22.4M |
| Manning & Napier Advisors LLC | 0.23% | Reduce -41.8% | 687,230 | $20.8M |
| Flagstone Financial Management | 6.94% | Add +2.5% | 683,166 | $20.7M |
| Winthrop Capital Management, LLC | 9.66% | Add +2.2% | 669,922 | $20.3M |
| McCarthy Asset Management, Inc. | 12.19% | Add +1.0% | 647,271 | $19.6M |
| Cherry Tree Wealth Management, LLC | 4.44% | Add +1.6% | 618,764 | $18.7M |
| Rockefeller Capital Management L.P. | 0.05% | Add +3.3% | 617,799 | $18.7M |
| Occidental Asset Management, LLC | 3.02% | Add +4.8% | 617,366 | $18.7M |
| Cohen & Steers, Inc. | 0.03% | Add +0.8% | 571,676 | $17.3M |
| Hardy Reed LLC | 1.54% | Add +2.4% | 566,242 | $17.1M |
| Trilogy Capital Inc. | 0.85% | Add +14.1% | 556,615 | $16.9M |
| Waverly Advisors, LLC | 0.30% | Add +0.1% | 545,248 | $16.5M |
| BIP Wealth, LLC | 1.12% | Add +9.5% | 543,299 | $16.5M |
| Private Advisor Group, LLC | 0.10% | Add +8.6% | 534,191 | $16.2M |
| Marshall Wace, LLP | 0.02% | Add +34.3% | 527,900 | $16.0M |
| Smithfield Trust Co | 0.76% | Reduce -5.8% | 511,777 | $15.5M |
| US Bancorp \de | 0.02% | Add +2.4% | 496,245 | $15.0M |
| Avantax Advisory Services, Inc. | 0.09% | Add +8.7% | 466,711 | $14.1M |
| M Holdings Securities, Inc. | 3.55% | Reduce -1.7% | 466,047 | $14.1M |
| Sanctuary Advisors, LLC | 0.09% | Add +0.9% | 467,211 | $14.0M |
| Modern Wealth Management, LLC | 0.85% | New | 456,252 | $13.8M |
| Kingsview Wealth Management, LLC | 0.29% | Reduce -9.3% | 454,244 | $13.8M |
| Westover Capital Advisors, LLC | 2.62% | New | 450,192 | $13.6M |
| Royal Bank of Canada | 0.00% | Reduce -21.8% | 448,621 | $13.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +2.3% | 416,394 | $12.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.7% | 393,444 | $11.9M |
| Cornerstone Management, Inc. | 2.35% | Add +5.5% | 371,890 | $11.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -6.3% | 362,008 | $11.0M |
| Dynamic Advisor Solutions LLC | 0.33% | Add +3.2% | 360,881 | $10.9M |
| Swmg, LLC | 4.48% | Add +23.8% | 362,550 | $10.9M |
| Geneos Wealth Management Inc. | 0.41% | Add +7.6% | 354,451 | $10.7M |
| Rogco, LP | 4.16% | Add +1.1% | 350,764 | $10.6M |
| Certified Advisory Corp | 1.15% | Add +213.1% | 342,143 | $10.4M |
| Atria Investments, Inc | 0.12% | Add +21.7% | 330,259 | $10.0M |
| Creative Financial Designs Inc. | 0.83% | Add +5.0% | 324,518 | $9.8M |
| Wrapmanager Inc. | 2.51% | Add +14.9% | 320,533 | $9.7M |
| Advisory Services Network, LLC | 0.20% | No change | 326,526 | $9.7M |
| Cwm, LLC | 0.04% | Add +1.9% | 317,115 | $9.6M |
| DLK Investment Management, LLC | 3.66% | Add +5.0% | 315,246 | $9.5M |
| BNP Paribas Financial Markets | 0.01% | Add +8443.1% | 307,552 | $9.3M |
| Pinnacle Financial Partners Inc | 0.18% | Reduce -4.5% | 303,052 | $9.2M |
| Convergence Financial, LLC | 1.85% | Reduce -1.1% | 287,965 | $8.7M |
| Jane Street Group, LLC | 0.01% | Reduce -66.0% | 284,102 | $8.6M |
| Fairview Capital Investment Management, LLC | 0.46% | Add +0.5% | 281,920 | $8.5M |
| CreativeOne Wealth, LLC | 0.28% | Add +1.6% | 271,974 | $8.2M |
| Sweet Financial Partners, LLC | 1.78% | Reduce -1.1% | 271,426 | $8.2M |
| Truefg, LLC | 2.64% | Add +9.7% | 266,857 | $8.1M |
| Systelligence, LLC | 1.99% | Add +1.7% | 265,233 | $8.0M |
| Municipal Employees' Retirement System of Michigan | 0.10% | Add +8.3% | 259,709 | $7.9M |
| Quattro Financial Advisors LLC | 2.12% | Add +57.1% | 249,335 | $7.5M |
| Horizon Financial Services, LLC | 4.40% | Add +0.8% | 244,510 | $7.4M |
| CoreCap Advisors, LLC | 0.35% | Add +1095.1% | 243,611 | $7.4M |
| Money Concepts Capital Corp. | 0.56% | Add +2.3% | 242,097 | $7.3M |
| Bank of Montreal | 0.00% | Add +58.9% | 236,687 | $7.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -56.8% | 236,813 | $7.2M |
| Buck Wealth Strategies, LLC | 2.25% | Reduce -7.0% | 236,408 | $7.2M |
| Merit Financial Group, LLC | 0.16% | Add +10.6% | 233,814 | $7.1M |
| Saiph Capital, LLC | 3.25% | Add +8.0% | 227,770 | $6.9M |
| Impact Partnership Wealth, LLC | 1.56% | Add +25.9% | 227,711 | $6.9M |
| Capital Insight Partners, LLC | 1.18% | Add +3.3% | 222,261 | $6.7M |
| Principal Financial Group Inc. | 0.00% | Add +191.2% | 220,848 | $6.7M |
| Kraft, Davis & Associates, LLC | 1.94% | Reduce -23.8% | 216,930 | $6.5M |
| Courier Capital LLC | 0.43% | Add +4.1% | 209,448 | $6.3M |
| Allen Investment Management, LLC | 0.07% | No change | 204,584 | $6.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.17% | Reduce -5.1% | 199,475 | $6.0M |
| Hilltop Holdings Inc. | 0.39% | Reduce -0.4% | 197,844 | $6.0M |
| RFG Advisory, LLC | 0.18% | Reduce -14.2% | 193,502 | $5.9M |
| Raymond James & Associates | 0.00% | Add +70.7% | 191,579 | $5.8M |
| Deutsche Bank AG | 0.00% | Reduce -39.8% | 190,000 | $5.8M |
| Delta Asset Management LLC | 0.47% | Reduce -2.3% | 178,917 | $5.4M |
| Equitable Holdings, Inc. | 0.05% | Add +22.8% | 176,190 | $5.3M |
| Good Life Advisors, LLC | 0.32% | Add +0.2% | 171,272 | $5.2M |
| Martin Capital Partners, LLC | 2.56% | Reduce -13.4% | 171,002 | $5.2M |
| Signet Financial Management, LLC | 0.66% | Add +4.4% | 170,760 | $5.2M |
| Cannon Wealth Management Services, LLC | 4.68% | — | 168,776 | $5.1M |
| Pineridge Advisors LLC | 1.89% | Reduce -4.5% | 164,549 | $5.0M |
| Guggenheim Capital LLC | 0.03% | Add +15.6% | 162,287 | $4.9M |
| Dynamic Wealth Strategies, LLC | 3.94% | Reduce -0.4% | 159,621 | $4.8M |
| MML Investors Services, LLC | 0.02% | Reduce -15.4% | 159,512 | $4.8M |
| HighTower Advisors, LLC | 0.01% | Add +0.5% | 157,137 | $4.8M |
| Financial Counselors Inc. | 0.07% | Add +42.2% | 156,550 | $4.7M |
| Bailard, Inc. | 0.12% | Reduce -18.6% | 150,374 | $4.6M |
| Eukles Asset Management | 1.81% | Add +4.7% | 148,653 | $4.5M |
| Orion Porfolio Solutions, LLC | 0.04% | New | 146,917 | $4.4M |
| Orion Portfolio Solutions, LLC | 0.04% | New | 146,917 | $4.4M |
| Badgley Phelps Wealth Managers, LLC | 0.10% | Add +14.9% | 145,122 | $4.4M |
| AE Wealth Management LLC | 0.04% | Reduce -11.2% | 143,670 | $4.4M |
| All Terrain Financial Advisors, LLC | 1.66% | Add +31.9% | 143,044 | $4.3M |
| Auour Investments LLC | 1.53% | Reduce -52.9% | 143,006 | $4.3M |
| N.E.W. Advisory Services LLC | 0.42% | Add +5.0% | 140,392 | $4.3M |
| Silver Lake Advisory, LLC | 0.93% | Reduce -3.9% | 137,263 | $4.2M |
| Rosenberg Matthew Hamilton | 1.08% | Add +5.8% | 136,217 | $4.1M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Reduce -7.7% | 135,842 | $4.1M |
| DAVENPORT & Co LLC | 0.02% | Add +40.8% | 133,930 | $4.1M |
| Parcion Private Wealth LLC | 0.33% | Add +38.0% | 132,769 | $4.0M |
| Gibbs Wealth Management | 1.30% | Add +21.6% | 132,735 | $4.0M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +18.0% | 132,133 | $4.0M |
| IRON Financial LLC | 2.12% | Reduce -25.9% | 128,599 | $3.9M |
| GTS Securities LLC | 0.08% | New | 124,751 | $3.8M |
| Staley Capital Advisers Inc. | 0.17% | Add +22.7% | 124,750 | $3.8M |
| HRT Financial LP | 0.02% | Reduce -46.8% | 122,948 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +11.4% | 121,622 | $3.7M |
| Avior Wealth Management, LLC | 0.15% | Add +0.8% | 121,558 | $3.7M |
| CGN Advisors LLC | 0.37% | Add +8.3% | 121,538 | $3.7M |
| Concourse Financial Group Securities, Inc. | 0.22% | Add +32.0% | 121,113 | $3.7M |
| IHT Wealth Management, LLC | 0.10% | Reduce -3.3% | 119,422 | $3.6M |
| Vista Investment Management | 1.34% | Reduce -3.8% | 117,600 | $3.6M |
| Parsons Capital Management Inc. | 0.23% | Reduce -4.4% | 117,498 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.5% | 116,631 | $3.5M |
| Orin Green Financial, LLC | 1.51% | Add +8.9% | 115,811 | $3.5M |
| Whittier Trust Co. | 0.05% | Reduce -1.1% | 115,005 | $3.5M |
| Money Design Co.,Ltd. | 0.17% | Add +3.0% | 113,780 | $3.4M |
| Eagle Global Advisors LLC | 0.17% | No change | 113,000 | $3.4M |
| Financial Advocates Investment Management | 0.19% | Reduce -21.3% | 112,394 | $3.4M |
| Compass Financial Group, Inc. | 1.57% | Reduce -0.7% | 112,055 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.4% | 111,871 | $3.4M |
| Wellington Wealth Strategies, LLC. | 2.53% | New | 110,948 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.0% | 109,022 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +86.3% | 106,492 | $3.2M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -5.0% | 102,975 | $3.1M |
| Parallel Advisors, LLC | 0.07% | Reduce -31.8% | 102,248 | $3.1M |
| Stephens Inc. | 0.04% | Add +0.0% | 101,781 | $3.1M |
| Capstone Wealth Management Group, LLC | 1.77% | Add +5.6% | 98,817 | $3.0M |
| Arete Wealth Advisors, LLC | 0.25% | Reduce -33.4% | 97,413 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +2.9% | 96,551 | $2.9M |
| HM Payson & Co. | 0.05% | No change | 95,983 | $2.9M |
| Consolidated Portfolio Review Corp | 0.65% | Add +5.1% | 95,617 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +8.7% | 95,399 | $2.9M |
| Revisor Wealth Management LLC | 1.80% | Reduce -58.3% | 94,954 | $2.9M |
| DGS Capital Management, LLC | 0.78% | Add +7.2% | 94,401 | $2.9M |
| TD Private Client Wealth LLC | 0.08% | Add +13.7% | 94,117 | $2.8M |
| GAMMA Investing LLC | 0.27% | Add +16.3% | 91,354 | $2.8M |
| GeoWealth Management, LLC | 0.10% | Reduce -1.4% | 89,794 | $2.7M |
| MassMutual Private Wealth & Trust, FSB | 0.08% | Add +47.5% | 89,672 | $2.7M |
| Sei Investments Co. | 0.00% | Add +283.8% | 89,272 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -30.8% | 85,541 | $2.6M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -5.8% | 85,459 | $2.6M |
| Nations Financial Group Inc, /Ia/ | 0.19% | Reduce -0.8% | 84,986 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -88.2% | 82,963 | $2.5M |
| Mascoma Wealth Management LLC | 0.61% | Add +384.0% | 81,499 | $2.5M |
| Tranquilli Financial Advisor LLC | 1.53% | Add +0.7% | 80,397 | $2.4M |
| Zacks Investment Management | 0.02% | Reduce -0.5% | 80,302 | $2.4M |
| Destiny Wealth Partners, LLC | 0.42% | No change | 79,791 | $2.4M |
| RiverGlades Family Offices LLC | 1.71% | Add +8.9% | 79,026 | $2.4M |
| Total Wealth Planning, LLC | 0.37% | Reduce -11.8% | 77,419 | $2.3M |
| Gould Asset Management LLC | 0.50% | Add +3.3% | 77,050 | $2.3M |
| Boston Standard Wealth Management, LLC | 0.45% | Add +3.9% | 76,068 | $2.3M |
| Thrive Capital Management, LLC | 1.08% | Reduce -8.0% | 76,041 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +3.9% | 75,806 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +10.6% | 74,169 | $2.2M |
| First Command Advisory Services, Inc. | 0.02% | New | 73,354 | $2.2M |
| Banco Santander, S.A. | 0.03% | Reduce -40.0% | 72,679 | $2.2M |
| Prelude Capital Management, LLC | 0.16% | New | 69,340 | $2.1M |
| Laraway Financial Advisors Inc | 1.67% | Add +0.3% | 69,194 | $2.1M |
| Comerica Bank | 0.01% | Add +22.1% | 67,011 | $2.0M |
| KMG Fiduciary Partners, LLC | 0.17% | New | 66,815 | $2.0M |
| Rockwood Wealth Management, LLC | 0.21% | Reduce -0.4% | 64,244 | $1.9M |
| Betterment LLC | 0.00% | Add +20.4% | 63,483 | $1.9M |
| Boston Financial Mangement LLC | 0.06% | Add +5.0% | 62,085 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.10% | Add +13.8% | 61,732 | $1.9M |
| Vectors Research Management, LLC | 0.56% | Reduce -30.3% | 61,497 | $1.9M |
| Mutual Advisors, LLC | 0.05% | Reduce -0.0% | 61,759 | $1.9M |
| Sigma Planning Corp | 0.06% | Reduce -49.5% | 61,076 | $1.8M |
| MidAtlantic Capital Management, Inc. | 1.35% | Reduce -3.4% | 60,949 | $1.8M |
| Patriot Investment Management Group, Inc. | 0.13% | Reduce -1.5% | 60,608 | $1.8M |
| Alpha Omega Wealth Management LLC | 0.34% | Reduce -0.7% | 60,293 | $1.8M |
| Whitcomb & Hess, Inc. | 0.54% | Reduce -1.2% | 60,188 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.19% | Reduce -4.5% | 58,671 | $1.8M |
| Argent Trust Co | 0.07% | Add +7.9% | 57,370 | $1.7M |
| Caitlin John, LLC | 1.12% | Reduce -8.0% | 58,017 | $1.7M |
| Elevated Capital Advisors, LLC | 0.46% | Reduce -45.7% | 56,939 | $1.7M |
| Roundview Capital LLC | 0.12% | No change | 56,804 | $1.7M |
| Lifeworks Advisors, LLC | 0.34% | Add +229.0% | 56,464 | $1.7M |
| Larson Financial Group LLC | 0.10% | Reduce -5.8% | 56,342 | $1.7M |
| Berkshire Asset Management LLC | 0.09% | No change | 56,390 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +1.1% | 54,833 | $1.7M |
| BLB&B Advisors, LLC | 0.08% | Reduce -9.9% | 54,168 | $1.6M |
| James Investment Research, Inc. | 0.19% | Reduce -3.6% | 53,811 | $1.6M |
| Astoria Portfolio Advisors LLC. | 0.54% | Reduce -2.6% | 52,638 | $1.6M |
| Echo Wealth Management, LLC | 1.11% | Add +2.7% | 52,758 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +2.4% | 51,774 | $1.6M |
| First Horizon Advisors, Inc. | 0.04% | Reduce -13.3% | 50,683 | $1.5M |
| Portside Wealth Group, LLC | 0.26% | Add +12.4% | 50,553 | $1.5M |
| Soros Fund Management | 0.04% | Add +57.1% | 50,284 | $1.5M |
| Capital Investment Services of America, Inc. | 0.14% | Reduce -2.0% | 50,073 | $1.5M |
| Penobscot Investment Management Company, Inc. | 0.14% | Reduce -2.9% | 49,610 | $1.5M |
| Private Wealth Group, LLC | 0.74% | Reduce -1.5% | 48,600 | $1.5M |
| STAR Financial Bank | 0.98% | New | 48,224 | $1.5M |
| Fonville Wealth Management LLC | 0.49% | Reduce -2.7% | 46,896 | $1.4M |
| SMART Wealth LLC | 0.55% | Reduce -22.7% | 46,500 | $1.4M |
| Fca Corp. | 0.43% | Reduce -19.2% | 46,449 | $1.4M |
| SeaBridge Investment Advisors LLC | 0.34% | Reduce -3.8% | 45,548 | $1.4M |
| MainStreet Investment Advisors LLC | 0.18% | Reduce -6.6% | 45,066 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +11.0% | 44,873 | $1.4M |
| Rockbridge Investment Management, LCC | 0.17% | Reduce -8.6% | 44,594 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -5.4% | 44,585 | $1.3M |
| Windward Private Wealth Management Inc. | 0.51% | Reduce -19.8% | 43,538 | $1.3M |
| Blair William & Co. | 0.00% | Reduce -1.5% | 43,185 | $1.3M |
| Jacobi Capital Management LLC | 0.10% | Add +18.9% | 42,142 | $1.3M |
| Journey Strategic Wealth LLC | 0.05% | New | 42,043 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.14% | Reduce -1.2% | 41,879 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -14.0% | 41,481 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +11.9% | 41,293 | $1.3M |
| Mgo One Seven LLC | 0.05% | Add +427.3% | 40,893 | $1.2M |
| New Century Financial Group, LLC | 0.44% | Add +9.5% | 39,951 | $1.2M |
| NBT Bank, N.A. | 0.08% | No change | 39,920 | $1.2M |
| Price Capital Management, Inc. | 5.94% | New | 40,000 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -12.3% | 39,543 | $1.2M |
| Sharper & Granite LLC | 0.53% | Add +6.5% | 39,242 | $1.2M |
| Koshinski Asset Management, Inc. | 0.10% | Add +2.7% | 39,110 | $1.2M |
| Probity Advisors, Inc. | 0.23% | Reduce -19.8% | 39,100 | $1.2M |
| Tritonpoint Wealth, LLC | 0.11% | Reduce -3.1% | 38,938 | $1.2M |
| GenTrust, LLC | 0.06% | New | 38,357 | $1.2M |
| PFG Advisors | 0.07% | Add +0.7% | 38,152 | $1.2M |
| Orion Capital Management LLC | 0.54% | Add +0.5% | 36,673 | $1.1M |
| Meridian Financial Advisors, LLC | 0.74% | Add +5.6% | 36,502 | $1.1M |
| Founders Financial Securities LLC | 0.10% | Reduce -2.8% | 36,041 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +32.9% | 35,683 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.16% | No change | 35,305 | $1.1M |
| Greenwich Wealth Management LLC | 0.07% | Add +34.8% | 35,230 | $1.1M |
| CW Advisors, LLC | 0.01% | Add +1.3% | 34,417 | $1.0M |
| City Holding Co. | 0.14% | Add +12.2% | 34,411 | $1.0M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +27.1% | 34,263 | $1.0M |
| Kohmann Bosshard Financial Services, LLC | 0.13% | Reduce -0.7% | 33,942 | $1.0M |
| Mechanics Financial Corp | 0.45% | Add +2.1% | 33,698 | $1.0M |
| Amara Financial, Llc. | 0.94% | — | 32,462 | $983K |
| Trivium Point Advisory, LLC | 0.13% | Reduce -4.1% | 32,281 | $966K |
| IFG Advisory, LLC | 0.06% | Add +0.9% | 31,067 | $941K |
| Two Sigma Securities, LLC | 0.07% | Reduce -5.1% | 30,905 | $936K |
| Fullcircle Wealth LLC | 0.42% | Reduce -45.3% | 30,897 | $928K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.5% | 30,189 | $914K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Add +65.6% | 30,097 | $911K |
| Independent Financial Group, LLC | 0.03% | Add +140.7% | 29,594 | $896K |
| Advisor Resource Council | 0.40% | New | 29,411 | $891K |
| Northern Trust Corp. | 0.00% | No change | 28,912 | $875K |
| Raymond James Trust N.A. | 0.02% | Reduce -2.7% | 28,369 | $859K |
| Koss-Olinger Consulting, LLC | 0.07% | No change | 28,353 | $859K |
| MMBG Investment Advisors Co. | 0.09% | No change | 28,080 | $850K |
| Channel Wealth LLC | 0.27% | Reduce -67.2% | 27,500 | $833K |
| M&T Bank Corp | 0.00% | No change | 27,214 | $824K |
| HBW Advisory Services LLC | 0.12% | Add +2.4% | 27,196 | $823K |
| Pinnacle Bancorp, Inc. | 0.22% | Add +21.1% | 26,856 | $813K |
| Bluespring Wealth Management, LLC | 0.08% | Add +16.4% | 26,623 | $806K |
| Capital Advisory Group Advisory Services, LLC | 0.32% | Reduce -0.6% | 26,566 | $804K |
| Wealthspire Retirement, LLC | 0.06% | Add +5.7% | 26,433 | $800K |
| Members Trust Co | 0.03% | Reduce -1.7% | 26,409 | $800K |
| Private Trust Co. NA | 0.08% | Add +17.1% | 26,249 | $795K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -9.4% | 26,100 | $790K |
| Trail Ridge Investment Advisors, LLC | 0.34% | Add +1.4% | 24,051 | $722K |
| Zhang Financial LLC | 0.04% | No change | 23,189 | $702K |
| Stone Summit Wealth LLC | 0.22% | No change | 22,371 | $677K |
| Lion Street Advisors, LLC | 0.24% | Reduce -0.4% | 22,368 | $677K |
| Destiny Capital Corp | 0.41% | Reduce -3.8% | 22,404 | $670K |
| Argonautica Private Wealth Management, Inc. | 0.22% | Add +2.5% | 21,941 | $664K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.5% | 21,501 | $651K |
| Colton Groome Financial Advisors, LLC | 0.24% | Add +2.3% | 21,501 | $651K |
| Austin Private Wealth, LLC | 0.06% | Add +0.6% | 21,282 | $644K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +14.1% | 21,002 | $636K |
| Running Point Capital Advisors, LLC | 0.24% | Add +1.8% | 20,585 | $623K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +51.8% | 20,415 | $618K |
| Western Wealth Management, LLC | 0.04% | Reduce -15.3% | 20,362 | $617K |
| Mustard Seed Financial, LLC | 0.51% | Add +2.7% | 20,361 | $617K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Reduce -3.0% | 20,322 | $615K |
| Beam Wealth Advisors, Inc. | 0.18% | Add +3.3% | 20,100 | $609K |
| Advisors Asset Management, Inc. | 0.01% | Add +37.9% | 19,802 | $600K |
| BCK Partners, Inc. | 0.28% | No change | 19,397 | $587K |
| Nottingham Advisors, Inc. | 0.06% | Add +10.8% | 19,386 | $587K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +4.3% | 19,368 | $586K |
| YHB Investment Advisors, Inc. | 0.05% | Add +16.0% | 19,338 | $586K |
| Gradient Capital Advisors, LLC | 0.19% | Add +0.1% | 19,307 | $585K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +7.6% | 18,529 | $561K |
| Brookstone Capital Management | 0.01% | Add +32.4% | 18,456 | $559K |
| United Community Bank | 0.22% | No change | 18,366 | $556K |
| Tilson Financial Group, Inc. | 0.24% | Add +4.8% | 18,366 | $556K |
| Marion Wealth Management | 0.15% | Add +0.0% | 18,123 | $549K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +0.0% | 18,069 | $547K |
| Savant Capital, LLC | 0.00% | Reduce -7.9% | 17,822 | $540K |
| Foundations Investment Advisors, LLC | 0.01% | Add +76.2% | 17,402 | $527K |
| Sheets Smith Wealth Management | 0.06% | Reduce -9.8% | 16,568 | $502K |
| Tiemann Investment Advisors, LLC | 0.21% | Reduce -5.7% | 16,460 | $498K |
| Assetmark, Inc. | 0.00% | Reduce -9.4% | 16,257 | $492K |
| Breakwater Investment Management | 0.20% | No change | 15,857 | $480K |
| Vise Technologies, Inc. | 0.06% | Reduce -14.9% | 15,729 | $476K |
| Stephens Group Asset Management, LLC | 0.04% | Add +13.3% | 15,511 | $470K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | Reduce -1.2% | 15,412 | $467K |
| Juncture Wealth Strategies, LLC | 0.18% | Reduce -1.2% | 15,379 | $466K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -21.3% | 15,305 | $463K |
| Goldstone Financial Group, LLC | 0.08% | Reduce -12.8% | 14,860 | $450K |
| &partners | 0.01% | New | 14,654 | $447K |
| GEM Asset Management, LLC | 0.25% | Reduce -4.1% | 14,825 | $445K |
| Narus Financial Partners, LLC | 0.16% | Reduce -2.4% | 14,631 | $443K |
| D.A. Davidson & Co. | 0.00% | No change | 14,628 | $443K |
| AJ Advisors, LLC | 0.23% | Reduce -4.9% | 14,618 | $443K |
| Altiora Financial Group, LLC | 0.10% | Add +15.0% | 14,498 | $439K |
| Aspire Private Capital, LLC | 0.10% | Reduce -0.7% | 14,360 | $435K |
| Cerity Partners LLC | 0.00% | Add +21.8% | 14,321 | $434K |
| Global Retirement Partners, LLC | 0.01% | Add +39.3% | 13,800 | $418K |
| PrairieView Partners, LLC | 0.04% | No change | 13,643 | $413K |
| Financial Network Wealth Advisors LLC | 0.34% | Reduce -9.5% | 13,479 | $408K |
| Financial Enhancement Group LLC | 0.08% | New | 13,702 | $405K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -16.9% | 13,302 | $403K |
| Integrity Financial Corp | 0.23% | Reduce -4.5% | 13,133 | $398K |
| Jones Financial Companies LLLP | 0.00% | Add +1190.9% | 13,012 | $394K |
| Axiom Advisory, LLC | 0.00% | New | 12,992 | $390K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -2.7% | 12,733 | $386K |
| Fiduciary Group, LLC | 0.04% | No change | 12,590 | $381K |
| Ceeto Capital Group, LLC | 0.14% | No change | 12,500 | $379K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 12,500 | $379K |
| Quantum Private Wealth, LLC | 0.13% | No change | 12,364 | $374K |
| Windsor Capital Management, LLC | 0.11% | Reduce -28.9% | 12,112 | $367K |
| StoneX Group Inc. | 0.03% | Reduce -5.4% | 12,074 | $366K |
| Cottage Street Advisors LLC | 0.20% | Reduce -14.2% | 11,872 | $359K |
| Diversify Advisory Services, LLC | 0.02% | Add +3.3% | 11,778 | $354K |
| Traction Financial Partners, LLC | 0.28% | Reduce -2.1% | 11,585 | $351K |
| Evergreen Capital Management LLC | 0.01% | Reduce -2.4% | 11,530 | $349K |
| MA Private Wealth | 0.07% | Reduce -46.5% | 11,478 | $348K |
| Farther Finance Advisors, LLC | 0.01% | Add +2427.2% | 11,448 | $347K |
| Keybank National Association | 0.00% | Reduce -0.9% | 11,303 | $342K |
| RDA Financial Network | 0.10% | Add +5.7% | 11,037 | $334K |
| WBH Advisory Inc. | 0.03% | Reduce -5.3% | 11,033 | $334K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -26.8% | 10,924 | $328K |
| Norden Group LLC | 0.04% | Reduce -2.6% | 10,798 | $327K |
| Brass Tax Wealth Management, Inc. | 0.07% | New | 10,764 | $326K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -83.5% | 10,560 | $320K |
| Advocacy Wealth Management, LLC | 0.03% | Reduce -47.3% | 10,516 | $318K |
| Naples Global Advisors, LLC | 0.03% | Add +1.9% | 10,515 | $318K |
| Belpointe Asset Management LLC | 0.02% | Add +12.7% | 10,499 | $318K |
| Integrity Wealth Solutions LLC | 0.18% | Add +25.6% | 10,298 | $312K |
| World Investment Advisors | 0.01% | New | 10,236 | $310K |
| Realta Investment Advisors | 0.14% | Reduce -1.3% | 10,150 | $305K |
| Diligent Investors, LLC | 0.07% | Add +0.5% | 10,057 | $305K |
| Mathes Company, Inc. | 0.11% | No change | 10,000 | $303K |
| WT Wealth Management | 0.10% | No change | 10,000 | $301K |
| IAG Wealth Partners, LLC | 0.06% | Reduce -11.3% | 9,820 | $297K |
| New Hampshire Trust | 0.06% | Add +6.9% | 9,766 | $296K |
| Anchor Investment Management, LLC | 0.03% | No change | 9,700 | $294K |
| SkyOak Wealth, LLC | 0.06% | No change | 9,502 | $288K |
| Reinhart Partners, Llc. | 0.01% | No change | 9,500 | $288K |
| Octavia Wealth Advisors, LLC | 0.04% | No change | 9,452 | $286K |
| Better Money Decisions, LLC | 0.20% | Add +1.3% | 9,432 | $286K |
| Meitav Investment House Ltd. | 0.00% | No change | 9,324 | $282K |
| Bison Wealth, LLC | 0.04% | Reduce -20.4% | 9,223 | $279K |
| Barnes Pettey Financial Advisors, LLC | 0.22% | Add +6.2% | 9,211 | $279K |
| Kestra Investment Management, LLC | 0.01% | New | 9,028 | $273K |
| Hunter Associates Investment Management LLC | 0.04% | Reduce -1.7% | 8,900 | $270K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -5.0% | 8,778 | $266K |
| First Financial Bankshares Inc | 0.01% | Reduce -15.4% | 8,426 | $255K |
| Modera Wealth Management, LLC | 0.00% | No change | 8,234 | $249K |
| Simplicity Wealth,LLC | 0.02% | Reduce -25.1% | 8,227 | $249K |
| Phillips Financial Management, LLC | 0.02% | No change | 8,153 | $247K |
| LexAurum Advisors, LLC | 0.05% | Reduce -16.7% | 8,147 | $247K |
| Investors Research Corp | 0.05% | Add +3.1% | 8,078 | $245K |
| Augustine Asset Management Inc. | 0.09% | Add +1.1% | 8,057 | $244K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 8,054 | $244K |
| Cibc World Market Inc. | 0.00% | No change | 8,000 | $242K |
| Harbour Investments, Inc. | 0.01% | Add +7.4% | 7,985 | $242K |
| Obermeyer Wealth Partners | 0.01% | No change | 7,984 | $242K |
| Keener Financial Planning LLC | 0.16% | Add +143.1% | 7,977 | $241K |
| Alliance Wealth Advisors, LLC | 0.06% | Add +12.3% | 7,911 | $240K |
| J. Safra Sarasin Holding AG | 0.00% | No change | 7,754 | $235K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 7,587 | $230K |
| Key Client Fiduciary Advisors, LLC | 0.10% | No change | 7,595 | $230K |
| InTrack Investment Management Inc | 0.16% | Reduce -11.3% | 7,586 | $230K |
| Towercrest Capital Management | 0.04% | Reduce -7.4% | 7,713 | $227K |
| Pathstone Holdings, LLC | 0.00% | New | 7,469 | $226K |
| Cedar Point Capital Partners, LLC | 0.15% | New | 7,367 | $223K |
| Rinkey Investments | 0.07% | Add +9.0% | 7,348 | $222K |
| Smith, Moore & Co. | 0.02% | Reduce -32.8% | 7,336 | $222K |
| Cadent Capital Advisors, LLC | 0.08% | Add +1.2% | 7,323 | $222K |
| Activest Wealth Management | 0.07% | Add +1.3% | 7,285 | $221K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -82.8% | 7,238 | $219K |
| Alliance Wealth Management Group | 0.06% | Add +1.8% | 7,343 | $216K |
| Global Assets Advisory, LLC | 0.12% | New | 7,030 | $212K |
| Cascade Financial Partners, LLC | 0.03% | New | 7,054 | $212K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 7,000 | $212K |
| Brown Advisory Inc. | 0.00% | No change | 6,997 | $212K |
| PFG Investments, LLC | 0.01% | Reduce -66.5% | 6,859 | $208K |
| Chesley Taft & Associates LLC | 0.01% | New | 6,820 | $207K |
| Cypress Financial Planning LLC | 0.08% | New | 6,784 | $205K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | New | 6,715 | $203K |
| IFP Advisors, Inc | 0.01% | Add +110.9% | 6,651 | $201K |
| Transatlantique Private Wealth LLC | 0.08% | Reduce -23.9% | 6,645 | $201K |
| Lanark Financial, Inc. | 0.02% | Add +3.7% | 6,044 | $183K |
| Principal Securities, Inc. | 0.00% | Reduce -9.8% | 5,779 | $175K |
| Bokf, NA | 0.00% | No change | 5,641 | $170K |
| UMB Bank, n.a. | 0.00% | No change | 5,500 | $167K |
| Family Asset Management, LLC | 0.10% | Reduce -45.9% | 5,464 | $165K |
| Wells Financial Advisors INC | 0.22% | Reduce -84.6% | 5,318 | $161K |
| Arax Advisory Partners | 0.01% | Reduce -57.6% | 5,194 | $157K |
| FMR LLC | 0.00% | Reduce -34.1% | 4,630 | $140K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 4,432 | $134K |
| Bfsg, LLC | 0.01% | Reduce -4.8% | 3,875 | $117K |
| Westside Investment Management, Inc. | 0.02% | Add +10.1% | 3,800 | $115K |
| Blue Trust, Inc. | 0.00% | Reduce -17.2% | 3,600 | $107K |
| Stephens Consulting, LLC | 0.03% | Add +1.4% | 3,381 | $102K |
| Oarsman Capital, Inc. | 0.02% | New | 3,379 | $102K |
| Princeton Global Asset Management LLC | 0.02% | New | 3,354 | $102K |
| Colonial Trust Co / SC | 0.02% | Reduce -58.4% | 3,305 | $100K |
| Optimum Investment Advisors | 0.04% | No change | 3,300 | $100K |
| Balefire, LLC | 0.03% | Reduce -97.0% | 3,069 | $93K |
| Capital Analysts, LLC | 0.00% | Reduce -14.6% | 2,900 | $88K |
| MGB Wealth Management, LLC | 0.03% | No change | 2,850 | $86K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,475 | $75K |
| Asset Dedication, LLC | 0.00% | New | 2,116 | $64K |
| Johnson Financial Group, Inc. | 0.00% | New | 2,107 | $64K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -6.5% | 2,100 | $64K |
| TD Capital Management LLC | 0.01% | No change | 2,045 | $62K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -54.8% | 2,033 | $61K |
| American Capital Advisory, LLC | 0.04% | No change | 2,000 | $61K |
| LRI Investments, LLC | 0.01% | No change | 1,954 | $58K |
| Iron Horse Wealth Management, LLC | 0.02% | Reduce -2.2% | 1,915 | $58K |
| Richardson Capital Management LLC | 0.04% | Add +1.3% | 1,841 | $56K |
| NorthRock Partners, LLC | 0.00% | No change | 1,828 | $55K |
| Y.D. More Investments Ltd | 0.01% | Reduce -47.3% | 1,780 | $54K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -78.7% | 1,691 | $51K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,690 | $51K |
| Oakworth Capital, Inc. | 0.00% | Reduce -45.0% | 1,680 | $51K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,671 | $51K |
| Kennebec Savings Bank | 0.05% | — | 1,586 | $48K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 1,484 | $45K |
| Richard W. Paul & Associates, LLC | 0.01% | Add +271.0% | 1,380 | $42K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,325 | $40K |
| WFA of San Diego, LLC | 0.03% | No change | 1,324 | $40K |
| Franklin Resources Inc. | 0.00% | Add +11.8% | 1,286 | $39K |
| Coppell Advisory Solutions LLC | 0.01% | Add +17.1% | 1,211 | $37K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 1,210 | $37K |
| Spire Wealth Management | 0.00% | Reduce -12.3% | 1,153 | $35K |
| Ancora Advisors LLC | 0.00% | No change | 1,119 | $34K |
| Allworth Financial LP | 0.00% | No change | 1,080 | $33K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,011 | $31K |
| Winch Advisory Services, LLC | 0.01% | Add +1.2% | 1,008 | $31K |
| Trivant Custom Portfolio Group, LLC | 0.02% | Reduce -7.0% | 1,001 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 982 | $30K |
| Continuum Advisory, LLC | 0.00% | Reduce -84.1% | 933 | $28K |
| Voisard Asset Management Group, Inc. | 0.01% | New | 884 | $27K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 850 | $26K |
| Coston, McIsaac & Partners | 0.01% | New | 856 | $25K |
| Abich Financial Wealth Management LLC | 0.06% | Reduce -84.9% | 818 | $25K |
| Talon Private Wealth, LLC | 0.00% | — | 725 | $22K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 713 | $22K |
| Key Financial Inc | 0.00% | No change | 700 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | Add +169.6% | 674 | $20K |
| Mather Group, Llc. | 0.00% | Reduce -86.2% | 641 | $19K |
| Toth Financial Advisory Corp. | 0.00% | No change | 623 | $19K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 615 | $19K |
| WestEnd Advisors, LLC | 0.00% | Reduce -20.7% | 593 | $18K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 577 | $17K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -96.1% | 547 | $17K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 543 | $16K |
| Fairman Group, LLC | 0.01% | No change | 539 | $16K |
| Legacy Investment Solutions, LLC | 0.01% | — | 532 | $16K |
| Legacy Wealth Managment, LLC | 0.01% | — | 532 | $16K |
| Hoese & Co LLP | 0.01% | No change | 408 | $12K |
| Logan Capital Management Inc. | 0.00% | No change | 334 | $10K |
| Motco | 0.00% | No change | 327 | $10K |
| Bangor Savings Bank | 0.00% | New | 304 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 299 | $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% | No change | 252 | $8K |
| Global Trust Asset Management, LLC | 0.00% | New | 250 | $8K |
| Ridgewood Investments LLC | 0.00% | Reduce -2.8% | 209 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -99.5% | 169 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 185 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | Add +1.4% | 150 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 150 | $5K |
| Raleigh Capital Management Inc. | 0.00% | New | 135 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 109 | $3K |
| Beacon Capital Management, LLC | 0.00% | New | 105 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 101 | $3K |
| Ascentis Independent Advisors | 0.00% | New | 67 | $2K |
| 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% | No change | 42 | $1K |
| WR Wealth Planners, LLC | 0.00% | New | 23 | $696 |
| Addison Advisors LLC | 0.00% | No change | 20 | $606 |
| Global Financial Private Client, LLC | 0.00% | No change | 20 | $606 |
| Earned Wealth Advisors, LLC | 0.00% | New | 16 | $484 |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 9 | $273 |
| Citigroup Inc. | 0.00% | Reduce -99.1% | 4 | $121 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 1 | $31 |
| Barclays PLC | 0.00% | New | 1 | $30 |
| Rakuten Securities, Inc. | 0.00% | Reduce -99.7% | 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.