SS SPDR P St C Corp. ETFSPSBETF
13F holders, Q4 2024 (December 31)568holders +39
37new positions
37sold out
3famous investors
$29.86avg. 13F price*
At the end of Q4 2024, 568 institutions reported holding SS SPDR P St C Corp. ETF (SPSB) in their 13F filings, up 39 from Q3 2024. 37 opened new positions and 37 sold out. The largest holders were Creative Planning ($1.2B), JPMorgan Chase & Co. ($1.1B) and Valmark Advisers, Inc. ($223.7M). 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 (Q4 2024)
- CUSIP
- 78464A474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $68.1M |
| Exits | 37 | $31.6M |
All 13F filers, Q3 2024 → Q4 2024: 32,783,027 shares bought and 8,932,478 shares sold, net +23,850,549 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 568 holders
| Creative Planning | 1.17% | Add +8.8% | 40,362,015 | $1.2B |
| JPMorgan Chase & Co. | 0.09% | Add +96.6% | 37,579,708 | $1.1B |
| Valmark Advisers, Inc. | 3.47% | Add +1.6% | 7,491,014 | $223.7M |
| LPL Financial LLC | 0.07% | Add +5.3% | 5,665,572 | $169.2M |
| Morgan Stanley | 0.01% | Add +20.7% | 5,160,825 | $154.1M |
| Bank of America Corp. | 0.01% | Reduce -1.2% | 4,962,320 | $148.2M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -2.5% | 3,993,493 | $119.2M |
| Baird Financial Group, Inc. | 0.22% | Add +5.3% | 3,892,091 | $116.2M |
| State Street Corp. | 0.00% | Reduce -0.8% | 3,449,400 | $103.0M |
| Wells Fargo & Company | 0.02% | Add +18.4% | 2,522,631 | $75.3M |
| Advisory Alpha, LLC | 2.55% | Add +2.5% | 2,401,364 | $71.7M |
| MCF Advisors LLC | 4.97% | Add +17.8% | 2,372,259 | $70.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +2.8% | 2,102,143 | $62.8M |
| Tiaa Trust, National Association | 0.17% | Reduce -1.7% | 1,872,162 | $55.9M |
| Rockwood Wealth Management, LLC | 5.77% | Add +2687.6% | 1,790,843 | $53.5M |
| Renaissance Technologies | 0.08% | Reduce -17.3% | 1,778,300 | $53.1M |
| PNC Financial Services Group, Inc. | 0.03% | Add +5.0% | 1,650,664 | $49.3M |
| Mariner, LLC | 0.08% | Reduce -7.2% | 1,641,794 | $49.0M |
| Destination Wealth Management | 1.50% | Add +0.4% | 1,608,497 | $48.0M |
| Rodgers & Associates, LTD | 5.59% | Add +5.0% | 1,570,916 | $46.9M |
| UBS Group AG | 0.01% | Reduce -0.8% | 1,492,353 | $44.6M |
| Townsquare Capital LLC | 0.50% | Add +46.1% | 1,490,809 | $44.5M |
| Fisher Asset Management | 0.02% | Reduce -8.8% | 1,448,828 | $43.3M |
| Bank of Nova Scotia | 0.07% | Reduce -33.0% | 1,387,298 | $41.5M |
| Ameriprise Financial Inc. | 0.01% | Add +6.0% | 1,316,005 | $39.3M |
| Buckingham Capital Management, Inc. | 4.46% | Add +2.2% | 1,301,056 | $38.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -36.2% | 1,163,725 | $34.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5.24% | Reduce -0.3% | 1,161,036 | $34.7M |
| Walker Financial Services, Inc. | 19.43% | Add +26.2% | 1,119,711 | $33.4M |
| Arkansas Financial Group, Inc. | 5.29% | Add +11.6% | 1,097,638 | $32.8M |
| Allstate Corp. | 0.94% | Add +26.1% | 1,064,375 | $31.8M |
| Osaic Holdings, Inc. | 0.07% | Add +15.7% | 1,058,788 | $31.6M |
| Orange Investment Advisors, Inc. | 3.55% | Add +3.1% | 1,048,489 | $31.3M |
| Strategic Wealth Partners, Ltd. | 2.59% | Reduce -1.2% | 1,045,995 | $31.3M |
| Strategic Point Investment Advisors, LLC | 5.04% | Add +3.5% | 1,036,072 | $30.9M |
| Willow Creek Wealth Management Inc. | 3.15% | Add +2.0% | 1,033,517 | $30.9M |
| Horizon Investments, LLC | 0.85% | Reduce -35.7% | 997,107 | $29.8M |
| Concord Wealth Partners | 4.74% | Reduce -24.6% | 969,702 | $29.0M |
| Gemmer Asset Management LLC | 2.83% | Add +4.5% | 963,239 | $28.8M |
| Capital Advisors Inc. | 0.57% | New | 959,994 | $28.7M |
| Concord Asset Management, LLC | 6.17% | Reduce -26.0% | 940,172 | $28.1M |
| SoundView Advisors Inc. | 10.91% | — | 885,905 | $26.5M |
| Capital Wealth Management, LLC | 11.15% | Add +5.1% | 870,874 | $26.0M |
| NorthCoast Asset Management LLC | 0.12% | Reduce -25.2% | 791,877 | $23.6M |
| Cetera Investment Advisers | 0.05% | Reduce -17.4% | 781,967 | $23.3M |
| McCarthy Asset Management, Inc. | 16.46% | Add +20.7% | 781,214 | $23.3M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -6.9% | 742,623 | $22.2M |
| Cedar Mountain Advisors, LLC | 4.84% | Reduce -0.3% | 738,260 | $22.0M |
| Flagstone Financial Management | 7.01% | Add +3.4% | 706,572 | $21.1M |
| Litman Gregory Wealth Management LLC | 1.82% | Reduce -26.8% | 702,745 | $21.0M |
| Winthrop Capital Management, LLC | 5.16% | Reduce -3.0% | 649,609 | $19.4M |
| Occidental Asset Management, LLC | 3.03% | Add +5.2% | 649,321 | $19.4M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.3% | 631,943 | $18.9M |
| Cherry Tree Wealth Management, LLC | 4.58% | Add +0.1% | 619,278 | $18.5M |
| Trilogy Capital Inc. | 0.89% | Add +3.9% | 578,457 | $17.3M |
| Cwm, LLC | 0.07% | Add +80.1% | 571,167 | $17.1M |
| Hardy Reed LLC | 1.47% | Reduce -1.5% | 557,893 | $16.7M |
| Waverly Advisors, LLC | 0.26% | Add +2.3% | 557,679 | $16.7M |
| BIP Wealth, LLC | 1.10% | Add +1.7% | 552,532 | $16.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +52.5% | 552,029 | $16.5M |
| Royal Bank of Canada | 0.00% | Add +22.1% | 547,949 | $16.4M |
| Manning & Napier Advisors LLC | 0.19% | Reduce -20.8% | 544,593 | $16.3M |
| Private Advisor Group, LLC | 0.09% | Add +0.9% | 539,164 | $16.1M |
| Cohen & Steers, Inc. | 0.03% | Reduce -6.8% | 532,822 | $15.9M |
| Modern Wealth Management, LLC | 0.58% | Add +13.9% | 519,912 | $15.5M |
| Avantax Advisory Services, Inc. | 0.10% | Add +9.5% | 511,089 | $15.3M |
| Smithfield Trust Co | 0.75% | Reduce -1.9% | 502,007 | $15.0M |
| Red Cedar Investment Management, LLC | 1.86% | Reduce -44.6% | 495,033 | $14.8M |
| US Bancorp \de | 0.02% | Reduce -0.4% | 494,396 | $14.8M |
| Sanctuary Advisors, LLC | 0.09% | Add +4.2% | 486,818 | $14.6M |
| Raymond James Financial Inc. | 0.01% | — | 485,350 | $14.5M |
| M Holdings Securities, Inc. | 2.33% | Add +4.0% | 484,590 | $14.5M |
| CoreCap Advisors, LLC | 0.62% | Add +87.7% | 457,312 | $13.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +6.6% | 443,919 | $13.3M |
| Kingsview Wealth Management, LLC | 0.25% | Reduce -3.9% | 436,612 | $13.0M |
| SimpliFi, Inc. | 5.44% | New | 398,300 | $11.9M |
| Cornerstone Management, Inc. | 2.29% | Add +6.7% | 396,741 | $11.8M |
| Swmg, LLC | 4.63% | Add +7.1% | 388,443 | $11.6M |
| Advisory Services Network, LLC | 0.21% | Add +16.3% | 379,853 | $11.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.1% | 377,363 | $11.3M |
| Rogco, LP | 4.56% | Add +7.0% | 375,139 | $11.2M |
| Buck Wealth Strategies, LLC | 2.32% | Add +58.4% | 374,470 | $11.2M |
| Dynamic Advisor Solutions LLC | 0.48% | Add +3.4% | 373,218 | $11.1M |
| Atria Investments, Inc | 0.14% | Add +12.9% | 372,776 | $11.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -60.9% | 368,120 | $11.0M |
| Geneos Wealth Management Inc. | 0.38% | Add +3.3% | 366,118 | $10.9M |
| Certified Advisory Corp | 1.18% | Add +6.4% | 363,948 | $10.9M |
| Wrapmanager Inc. | 2.73% | Add +11.3% | 356,851 | $10.7M |
| Pinnacle Financial Partners Inc | 0.21% | Add +16.6% | 353,272 | $10.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +198.0% | 333,395 | $10.0M |
| Kraft, Davis & Associates, LLC | 2.76% | Add +49.2% | 323,673 | $9.7M |
| Creative Financial Designs Inc. | 0.78% | Reduce -0.7% | 322,311 | $9.6M |
| Fairview Capital Investment Management, LLC | 0.46% | Add +4.8% | 295,579 | $8.8M |
| Horizon Financial Services, LLC | 4.68% | Add +13.9% | 278,625 | $8.3M |
| Jane Street Group, LLC | 0.01% | Reduce -3.2% | 274,982 | $8.2M |
| Truefg, LLC | 2.64% | Add +1.6% | 271,253 | $8.1M |
| RFG - Bristol Wealth Advisors, LLC | 2.63% | — | 268,532 | $8.0M |
| Integrity Alliance, Llc. | 0.85% | — | 263,440 | $7.9M |
| Climber Capital SA | 6.20% | — | 256,259 | $7.5M |
| Systelligence, LLC | 1.85% | Reduce -5.5% | 250,677 | $7.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.20% | Add +25.3% | 249,956 | $7.5M |
| Independent Advisor Alliance | 0.10% | New | 249,949 | $7.5M |
| Quattro Financial Advisors LLC | 1.92% | Reduce -0.4% | 248,406 | $7.4M |
| Money Concepts Capital Corp. | 0.55% | Add +1.8% | 246,505 | $7.4M |
| Saiph Capital, LLC | 3.34% | Add +8.1% | 246,202 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +107.6% | 242,106 | $7.2M |
| CreativeOne Wealth, LLC | 0.22% | Reduce -11.6% | 240,497 | $7.2M |
| Capital Insight Partners, LLC | 1.21% | Add +5.4% | 234,188 | $7.0M |
| Municipal Employees' Retirement System of Michigan | 0.09% | Reduce -12.2% | 228,061 | $6.8M |
| Merit Financial Group, LLC | 0.12% | Reduce -3.3% | 226,028 | $6.7M |
| Courier Capital LLC | 0.46% | Add +6.8% | 223,700 | $6.7M |
| Equitable Holdings, Inc. | 0.06% | Add +26.1% | 222,196 | $6.6M |
| Principal Financial Group Inc. | 0.00% | No change | 220,848 | $6.6M |
| Westover Capital Advisors, LLC | 1.39% | Reduce -53.0% | 211,559 | $6.3M |
| Allen Investment Management, LLC | 0.07% | No change | 204,584 | $6.1M |
| Marshall Wace, LLP | 0.01% | Reduce -62.1% | 200,100 | $6.0M |
| Hilltop Holdings Inc. | 0.38% | Add +0.9% | 199,681 | $6.0M |
| RFG Advisory, LLC | 0.17% | Add +1.1% | 195,600 | $5.8M |
| Jefferies Financial Group Inc. | 0.07% | New | 190,000 | $5.7M |
| Deutsche Bank AG | 0.00% | No change | 190,000 | $5.7M |
| Delta Asset Management LLC | 0.49% | Add +2.3% | 183,081 | $5.5M |
| Guggenheim Capital LLC | 0.04% | Add +11.9% | 181,565 | $5.4M |
| Signet Financial Management, LLC | 0.68% | Add +5.0% | 179,267 | $5.4M |
| Good Life Advisors, LLC | 0.39% | Add +3.8% | 177,736 | $5.3M |
| Timonier Family Office, LTD. | 2.65% | — | 172,942 | $5.2M |
| Cannon Wealth Management Services, LLC | 4.45% | Add +2.4% | 172,747 | $5.2M |
| MML Investors Services, LLC | 0.02% | Add +8.3% | 172,703 | $5.2M |
| Gibbs Wealth Management | 1.36% | Add +26.3% | 167,674 | $5.0M |
| HighTower Advisors, LLC | 0.01% | Add +6.2% | 166,882 | $5.0M |
| Impact Partnership Wealth, LLC | 1.01% | Reduce -26.8% | 166,801 | $5.0M |
| DAVENPORT & Co LLC | 0.03% | Add +21.9% | 163,314 | $4.9M |
| Dynamic Wealth Strategies, LLC | 4.26% | Add +0.5% | 160,341 | $4.8M |
| Badgley Phelps Wealth Managers, LLC | 0.11% | Add +9.3% | 158,650 | $4.7M |
| Financial Counselors Inc. | 0.07% | Add +0.3% | 157,067 | $4.7M |
| Pineridge Advisors LLC | 1.76% | Reduce -5.2% | 156,029 | $4.7M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +4.3% | 153,218 | $4.6M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +4.3% | 153,218 | $4.6M |
| All Terrain Financial Advisors, LLC | 1.69% | Add +1.7% | 145,431 | $4.3M |
| HM Payson & Co. | 0.07% | Add +48.6% | 142,601 | $4.3M |
| N.E.W. Advisory Services LLC | 0.40% | Add +0.8% | 141,501 | $4.2M |
| Eukles Asset Management | 1.79% | Reduce -5.1% | 141,088 | $4.2M |
| Auour Investments LLC | 1.44% | Reduce -3.9% | 137,385 | $4.1M |
| Staley Capital Advisers Inc. | 0.18% | Add +10.2% | 137,450 | $4.1M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Add +0.5% | 136,566 | $4.1M |
| Silver Lake Advisory, LLC | 1.79% | Reduce -0.8% | 136,221 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +18.1% | 128,807 | $3.8M |
| Rosenberg Matthew Hamilton | 0.99% | Reduce -5.9% | 128,233 | $3.8M |
| CGN Advisors LLC | 0.37% | Add +3.9% | 126,231 | $3.8M |
| Parcion Private Wealth LLC | 0.29% | Reduce -5.3% | 125,717 | $3.8M |
| Stifel Financial Corp. | 0.00% | Add +18.0% | 125,625 | $3.8M |
| GAMMA Investing LLC | 0.32% | Add +36.5% | 124,735 | $3.7M |
| IRON Financial LLC | 2.09% | Reduce -3.3% | 124,412 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -7.4% | 122,371 | $3.7M |
| Martin Capital Partners, LLC | 4.31% | Reduce -28.8% | 121,707 | $3.6M |
| Concourse Financial Group Securities, Inc. | 0.20% | Reduce -0.7% | 120,270 | $3.6M |
| Avior Wealth Management, LLC | 0.13% | Reduce -1.1% | 120,240 | $3.6M |
| Aspetuck Financial Management LLC | 2.72% | — | 117,061 | $3.5M |
| EP Wealth Advisors, LLC | 0.03% | Add +13.5% | 116,879 | $3.5M |
| IHT Wealth Management, LLC | 0.11% | Reduce -2.3% | 116,657 | $3.5M |
| Whittier Trust Co. | 0.04% | Reduce -0.8% | 114,056 | $3.4M |
| TD Private Client Wealth LLC | 0.09% | Add +19.2% | 112,168 | $3.3M |
| Compass Financial Group, Inc. | 1.60% | Reduce -0.1% | 111,938 | $3.3M |
| Parsons Capital Management Inc. | 0.18% | Reduce -7.3% | 108,966 | $3.3M |
| Vista Investment Management | 1.23% | Reduce -7.4% | 108,928 | $3.3M |
| Eagle Global Advisors LLC | 0.13% | Reduce -4.2% | 108,300 | $3.2M |
| Financial Advocates Investment Management | 0.18% | Reduce -3.7% | 108,246 | $3.2M |
| Truist Financial Corp. | 0.01% | Add +25.4% | 107,253 | $3.2M |
| Money Design Co.,Ltd. | 0.16% | Reduce -9.2% | 103,308 | $3.1M |
| DGS Capital Management, LLC | 0.74% | Add +4.5% | 98,694 | $2.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -18.9% | 98,664 | $2.9M |
| Stephens Inc. | 0.04% | Reduce -3.5% | 98,211 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +0.9% | 97,403 | $2.9M |
| MassMutual Private Wealth & Trust, FSB | 0.08% | Add +8.6% | 97,384 | $2.9M |
| Consolidated Portfolio Review Corp | 0.46% | Add +1.3% | 96,853 | $2.9M |
| Banco Santander, S.A. | 0.03% | Add +32.9% | 96,607 | $2.9M |
| Parallel Advisors, LLC | 0.07% | Reduce -5.8% | 96,273 | $2.9M |
| RiverGlades Family Offices LLC | 2.04% | Add +21.4% | 95,898 | $2.9M |
| Comerica Bank | 0.01% | Add +39.3% | 93,371 | $2.8M |
| Wellington Wealth Strategies, LLC. | 2.53% | Reduce -16.4% | 92,773 | $2.8M |
| Ameritas Advisory Services, LLC | 0.09% | Add +7.2% | 91,616 | $2.7M |
| Bailard, Inc. | 0.07% | Reduce -39.2% | 91,402 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -6.4% | 89,326 | $2.7M |
| Pacific Capital Wealth Advisors, Inc. | 0.42% | New | 84,750 | $2.5M |
| Burling Wealth Partners, LLC | 0.52% | — | 84,544 | $2.5M |
| Gould Asset Management LLC | 0.52% | Add +7.5% | 82,805 | $2.5M |
| McMill Wealth Management | 0.98% | — | 81,072 | $2.4M |
| Mascoma Wealth Management LLC | 0.61% | Reduce -0.9% | 80,800 | $2.4M |
| Wealth Management Nebraska | 0.39% | — | 80,559 | $2.4M |
| Boston Standard Wealth Management, LLC | 0.46% | Add +4.9% | 79,819 | $2.4M |
| Destiny Wealth Partners, LLC | 0.39% | No change | 79,791 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +6.1% | 78,680 | $2.3M |
| Zacks Investment Management | 0.02% | Reduce -3.0% | 77,851 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Reduce -8.5% | 77,726 | $2.3M |
| First Command Advisory Services, Inc. | 0.02% | Add +5.8% | 77,616 | $2.3M |
| Total Wealth Planning, LLC | 0.36% | Add +0.2% | 77,544 | $2.3M |
| STAR Financial Bank | 1.64% | Add +58.0% | 76,207 | $2.3M |
| KMG Fiduciary Partners, LLC | 0.19% | Add +13.3% | 75,710 | $2.3M |
| GeoWealth Management, LLC | 0.07% | Reduce -17.0% | 74,564 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -11.5% | 73,401 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -4.8% | 72,174 | $2.2M |
| Revisor Wealth Management LLC | 1.98% | Reduce -24.3% | 71,911 | $2.1M |
| Arete Wealth Advisors, LLC | 0.15% | Reduce -27.0% | 71,145 | $2.1M |
| Laraway Financial Advisors Inc | 1.59% | Add +0.0% | 69,221 | $2.1M |
| Manske Wealth Management | 0.82% | — | 69,145 | $2.1M |
| Capstone Wealth Management Group, LLC | 1.09% | Reduce -30.9% | 68,315 | $2.0M |
| HRT Financial LP | 0.01% | Reduce -44.9% | 67,735 | $2.0M |
| Woodmont Investment Counsel LLC | 0.15% | New | 67,333 | $2.0M |
| Portside Wealth Group, LLC | 0.32% | Add +29.0% | 65,231 | $1.9M |
| Mutual Advisors, LLC | 0.06% | Add +4.7% | 64,650 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +18.1% | 64,769 | $1.9M |
| Thrive Capital Management, LLC | 0.88% | Reduce -15.7% | 64,101 | $1.9M |
| Sigma Planning Corp | 0.06% | Add +2.9% | 62,849 | $1.9M |
| Betterment LLC | 0.00% | Reduce -1.5% | 62,555 | $1.9M |
| Berkshire Asset Management LLC | 0.09% | Add +10.6% | 62,339 | $1.9M |
| MidAtlantic Capital Management, Inc. | 1.33% | Reduce -0.1% | 60,903 | $1.8M |
| Whitcomb & Hess, Inc. | 0.55% | Reduce -0.8% | 59,713 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.18% | Add +0.9% | 59,224 | $1.8M |
| Alpha Omega Wealth Management LLC | 0.33% | Reduce -2.3% | 58,880 | $1.8M |
| Roundview Capital LLC | 0.12% | Add +2.2% | 58,065 | $1.7M |
| Lifeworks Advisors, LLC | 0.31% | Add +1.3% | 57,218 | $1.7M |
| Boston Financial Mangement LLC | 0.05% | Reduce -8.2% | 56,983 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.13% | Reduce -6.5% | 56,678 | $1.7M |
| Tranquilli Financial Advisor LLC | 1.01% | Reduce -33.6% | 53,365 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -13.7% | 53,260 | $1.6M |
| MainStreet Investment Advisors LLC | 0.22% | Add +18.1% | 53,227 | $1.6M |
| Sowell Financial Services LLC | 0.08% | New | 53,189 | $1.6M |
| Echo Wealth Management, LLC | 1.10% | Add +0.7% | 53,137 | $1.6M |
| First Horizon Advisors, Inc. | 0.04% | Add +4.6% | 53,036 | $1.6M |
| Penobscot Investment Management Company, Inc. | 0.14% | Add +4.6% | 51,910 | $1.6M |
| Caitlin John, LLC | 1.05% | Reduce -11.0% | 51,619 | $1.5M |
| James Investment Research, Inc. | 0.18% | Reduce -5.0% | 51,111 | $1.5M |
| Astoria Portfolio Advisors LLC. | 0.54% | Reduce -3.5% | 50,824 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -64.8% | 50,602 | $1.5M |
| BLB&B Advisors, LLC | 0.08% | Reduce -7.0% | 50,384 | $1.5M |
| Soros Fund Management | 0.04% | No change | 50,284 | $1.5M |
| Capital Investment Services of America, Inc. | 0.14% | No change | 50,073 | $1.5M |
| OLIO Financial Planning | 0.52% | New | 50,043 | $1.5M |
| Blair William & Co. | 0.00% | Add +13.4% | 48,969 | $1.5M |
| Fca Corp. | 0.46% | Add +5.3% | 48,925 | $1.5M |
| Wood Tarver Financial Group, LLC | 0.49% | — | 48,823 | $1.5M |
| Larson Financial Group LLC | 0.08% | Reduce -13.6% | 48,688 | $1.5M |
| Jacobi Capital Management LLC | 0.11% | Add +15.5% | 48,656 | $1.5M |
| Argent Trust Co | 0.06% | Reduce -15.7% | 48,391 | $1.4M |
| Private Wealth Group, LLC | 0.70% | Reduce -1.9% | 47,699 | $1.4M |
| Fonville Wealth Management LLC | 0.46% | Reduce -0.7% | 46,591 | $1.4M |
| SeaBridge Investment Advisors LLC | 0.29% | Add +0.9% | 45,977 | $1.4M |
| Sharper & Granite LLC | 0.60% | Add +16.2% | 45,597 | $1.4M |
| Foundations Investment Advisors, LLC | 0.03% | Add +158.2% | 44,939 | $1.3M |
| Tradewinds Capital Management, LLC | 0.35% | New | 44,843 | $1.3M |
| Rockbridge Investment Management, LCC | 0.17% | Reduce -2.1% | 43,633 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +4.6% | 43,198 | $1.3M |
| Fullcircle Wealth LLC | 0.53% | Add +39.1% | 42,979 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.13% | Reduce -0.0% | 41,869 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -6.4% | 41,719 | $1.2M |
| Windward Private Wealth Management Inc. | 0.47% | Reduce -7.5% | 40,262 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -22.6% | 40,091 | $1.2M |
| Orion Capital Management LLC | 0.53% | Add +9.3% | 40,065 | $1.2M |
| NBT Bank, N.A. | 0.08% | No change | 39,920 | $1.2M |
| Greenwich Wealth Management LLC | 0.08% | Add +12.3% | 39,580 | $1.2M |
| Tritonpoint Wealth, LLC | 0.11% | Reduce -0.0% | 38,931 | $1.2M |
| PFG Advisors | 0.07% | Add +0.9% | 38,487 | $1.1M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -1.8% | 38,414 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -3.4% | 38,204 | $1.1M |
| Mechanics Financial Corp | 0.51% | Add +12.6% | 37,948 | $1.1M |
| City Holding Co. | 0.16% | Add +9.7% | 37,761 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +44.1% | 37,616 | $1.1M |
| Meridian Financial Advisors, LLC | 0.76% | Add +1.4% | 37,003 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -17.7% | 36,949 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Add +73.8% | 35,387 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.16% | No change | 35,305 | $1.1M |
| CW Advisors, LLC | 0.01% | Add +1.6% | 34,970 | $1.0M |
| GenTrust, LLC | 0.05% | Reduce -8.9% | 34,953 | $1.0M |
| Kohmann Bosshard Financial Services, LLC | 0.12% | Add +1.4% | 34,401 | $1.0M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 34,263 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.6% | 34,202 | $1.0M |
| Main Street Financial Solutions, LLC | 0.10% | New | 34,047 | $1.0M |
| Trivium Point Advisory, LLC | 0.13% | Add +3.2% | 33,314 | $995K |
| Park Avenue Securities LLC | 0.01% | Reduce -7.6% | 32,983 | $985K |
| Independent Financial Group, LLC | 0.03% | Add +11.4% | 32,966 | $984K |
| IFG Advisory, LLC | 0.06% | Add +6.0% | 32,933 | $983K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Add +6.9% | 32,171 | $961K |
| New Century Financial Group, LLC | 0.41% | Reduce -19.8% | 32,045 | $957K |
| Wealthspire Retirement, LLC | 0.07% | Add +18.2% | 31,234 | $933K |
| &partners | 0.01% | Add +111.2% | 30,942 | $924K |
| Northern Trust Corp. | 0.00% | No change | 28,912 | $863K |
| Koss-Olinger Consulting, LLC | 0.07% | No change | 28,353 | $847K |
| MMBG Investment Advisors Co. | 0.09% | No change | 28,080 | $838K |
| M&T Bank Corp | 0.00% | No change | 27,214 | $813K |
| Pinnacle Bancorp, Inc. | 0.26% | No change | 26,856 | $802K |
| Founders Financial Securities LLC | 0.07% | Reduce -26.8% | 26,376 | $788K |
| Capital Advisory Group Advisory Services, LLC | 0.28% | Reduce -0.8% | 26,363 | $787K |
| Private Trust Co. NA | 0.08% | Reduce -0.2% | 26,194 | $782K |
| Lido Advisors, LLC | 0.00% | New | 25,219 | $753K |
| Members Trust Co | 0.03% | Reduce -5.1% | 25,058 | $748K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +38.7% | 25,054 | $748K |
| Lion Street Advisors, LLC | 0.23% | Add +9.9% | 24,573 | $734K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -18.8% | 24,527 | $732K |
| YHB Investment Advisors, Inc. | 0.06% | Add +26.8% | 24,513 | $732K |
| Trail Ridge Investment Advisors, LLC | 0.34% | Add +0.6% | 24,196 | $722K |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.2% | 23,475 | $701K |
| Bragg Financial Advisors, Inc | 0.03% | New | 23,350 | $697K |
| Zhang Financial LLC | 0.04% | No change | 23,189 | $692K |
| Advisors Asset Management, Inc. | 0.01% | Add +17.0% | 23,162 | $692K |
| Bluespring Wealth Management, LLC | 0.07% | Reduce -14.4% | 22,778 | $680K |
| Jones Financial Companies LLLP | 0.00% | Add +74.9% | 22,759 | $680K |
| Convergence Financial, LLC | 0.14% | Reduce -92.1% | 22,660 | $677K |
| SpringVest Wealth Management LLC | 0.58% | — | 22,640 | $676K |
| Bank of Montreal | 0.00% | Reduce -90.5% | 22,411 | $669K |
| Destiny Capital Corp | 0.41% | No change | 22,404 | $669K |
| Stone Summit Wealth LLC | 0.22% | Reduce -1.6% | 22,021 | $658K |
| Wealthstar Advisors, LLC | 0.29% | — | 21,995 | $657K |
| Global Retirement Partners, LLC | 0.02% | Add +57.8% | 21,772 | $650K |
| Argonautica Private Wealth Management, Inc. | 0.21% | Reduce -1.5% | 21,603 | $645K |
| Austin Private Wealth, LLC | 0.06% | Add +0.6% | 21,415 | $639K |
| Vectors Research Management, LLC | 0.22% | Reduce -65.4% | 21,256 | $635K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +14.0% | 21,119 | $631K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +8.5% | 21,016 | $628K |
| Running Point Capital Advisors, LLC | 0.21% | Add +0.6% | 20,698 | $618K |
| Per Stirling Capital Management, LLC. | 0.09% | Reduce -2.1% | 20,561 | $614K |
| Mustard Seed Financial, LLC | 0.50% | Add +0.7% | 20,494 | $612K |
| Gradient Capital Advisors, LLC | 0.20% | Add +5.9% | 20,438 | $610K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -52.5% | 19,968 | $596K |
| Beam Wealth Advisors, Inc. | 0.19% | Reduce -1.4% | 19,822 | $592K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Reduce -2.5% | 19,820 | $592K |
| PKS Advisory Services, LLC | 0.14% | — | 18,503 | $553K |
| Marion Wealth Management | 0.15% | Add +1.7% | 18,427 | $550K |
| Goldstone Financial Group, LLC | 0.08% | Add +15.6% | 17,174 | $513K |
| Cerity Partners LLC | 0.00% | Add +18.3% | 16,946 | $507K |
| Aspire Private Capital, LLC | 0.13% | Add +18.0% | 16,941 | $506K |
| Sheets Smith Wealth Management | 0.06% | Reduce -0.1% | 16,545 | $494K |
| Tiemann Investment Advisors, LLC | 0.22% | Reduce -1.5% | 16,210 | $484K |
| Amara Financial, Llc. | 0.45% | Reduce -50.1% | 16,198 | $484K |
| Breakwater Investment Management | 0.20% | No change | 15,857 | $473K |
| Apollon Wealth Management, LLC | 0.01% | Add +18.7% | 15,791 | $472K |
| Sei Investments Co. | 0.00% | Reduce -82.3% | 15,761 | $471K |
| United Community Bank | 0.18% | Reduce -14.7% | 15,671 | $468K |
| Savant Capital, LLC | 0.00% | Reduce -12.5% | 15,588 | $465K |
| Stephens Group Asset Management, LLC | 0.04% | Add +0.1% | 15,524 | $464K |
| MA Private Wealth | 0.09% | Add +34.1% | 15,389 | $460K |
| Narus Financial Partners, LLC | 0.15% | Add +4.9% | 15,343 | $458K |
| Juncture Wealth Strategies, LLC | 0.17% | Reduce -0.9% | 15,243 | $455K |
| Tilson Financial Group, Inc. | 0.18% | Reduce -17.9% | 15,075 | $450K |
| Cottage Street Advisors LLC | 0.23% | Add +25.6% | 14,909 | $445K |
| SMART Wealth LLC | 0.16% | Reduce -68.1% | 14,846 | $443K |
| GEM Asset Management, LLC | 0.25% | No change | 14,825 | $443K |
| AdvisorNet Financial, Inc | 0.04% | Add +15.6% | 14,721 | $440K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -4.3% | 14,647 | $437K |
| Diversify Advisory Services, LLC | 0.02% | Add +24.5% | 14,666 | $437K |
| GWN Securities Inc. | 0.12% | — | 14,603 | $436K |
| Mgo One Seven LLC | 0.02% | Reduce -64.5% | 14,506 | $433K |
| Altiora Financial Group, LLC | 0.09% | No change | 14,498 | $433K |
| Vise Technologies, Inc. | 0.04% | Reduce -8.0% | 14,464 | $432K |
| BCK Partners, Inc. | 0.26% | Reduce -25.8% | 14,400 | $430K |
| AJ Advisors, LLC | 0.22% | Reduce -2.5% | 14,257 | $426K |
| Principal Securities, Inc. | 0.01% | Add +145.2% | 14,169 | $423K |
| Assetmark, Inc. | 0.00% | Reduce -12.9% | 14,156 | $423K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -9.6% | 13,940 | $416K |
| LexAurum Advisors, LLC | 0.08% | Add +70.7% | 13,909 | $415K |
| May Hill Capital, LLC | 0.16% | — | 13,879 | $414K |
| Optima Capital LLC | 0.28% | — | 13,629 | $407K |
| Barnes Pettey Financial Advisors, LLC | 0.30% | Add +44.8% | 13,336 | $398K |
| Integrity Financial Corp | 0.23% | Add +1.5% | 13,325 | $398K |
| Lee Danner & Bass Inc. | 0.03% | New | 13,250 | $396K |
| Sovran Advisors, LLC | 0.06% | — | 13,076 | $390K |
| Leelyn Smith, LLC | 0.07% | New | 13,034 | $389K |
| World Investment Advisors | 0.01% | Add +26.4% | 12,939 | $386K |
| Fiduciary Group, LLC | 0.04% | Add +2.6% | 12,923 | $386K |
| Better Money Decisions, LLC | 0.26% | Add +35.5% | 12,781 | $382K |
| South Plains Financial, Inc. | 0.29% | — | 12,703 | $379K |
| Alliance Wealth Advisors, LLC | 0.10% | Add +58.9% | 12,570 | $375K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 12,500 | $373K |
| Ceeto Capital Group, LLC | 0.14% | No change | 12,500 | $373K |
| StoneX Group Inc. | 0.02% | Add +3.2% | 12,463 | $372K |
| Quantum Private Wealth, LLC | 0.12% | No change | 12,364 | $369K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.40% | — | 12,312 | $368K |
| RDA Financial Network | 0.11% | Add +10.8% | 12,227 | $365K |
| Windsor Capital Management, LLC | 0.11% | Reduce -0.0% | 12,111 | $362K |
| Portland Financial Advisors Inc | 0.97% | — | 12,059 | $360K |
| Diversify Wealth Management, LLC | 0.03% | Add +8.4% | 11,845 | $353K |
| Farther Finance Advisors, LLC | 0.01% | Add +3.3% | 11,821 | $353K |
| National Bank of Canada | 0.00% | New | 11,642 | $348K |
| Evergreen Capital Management LLC | 0.01% | No change | 11,530 | $344K |
| Union Bancaire Privee, UBP SA | 0.01% | — | 11,130 | $332K |
| WBH Advisory Inc. | 0.03% | No change | 11,033 | $329K |
| Realta Investment Advisors | 0.13% | Add +4.9% | 10,650 | $318K |
| Keybank National Association | 0.00% | Reduce -6.1% | 10,610 | $317K |
| Belpointe Asset Management LLC | 0.02% | Add +0.1% | 10,507 | $317K |
| Colton Groome Financial Advisors, LLC | 0.12% | Reduce -50.7% | 10,603 | $317K |
| GK Wealth Management LLC | 0.40% | — | 10,560 | $315K |
| Norden Group LLC | 0.04% | Reduce -2.8% | 10,493 | $313K |
| Integrity Wealth Solutions LLC | 0.17% | Add +1.6% | 10,460 | $312K |
| New Hampshire Trust | 0.06% | Add +5.5% | 10,306 | $308K |
| Naples Global Advisors, LLC | 0.03% | Reduce -2.8% | 10,220 | $305K |
| Traction Financial Partners, LLC | 0.24% | Reduce -11.8% | 10,215 | $305K |
| Diligent Investors, LLC | 0.07% | Add +0.6% | 10,116 | $302K |
| Mathes Company, Inc. | 0.11% | No change | 10,000 | $299K |
| WT Wealth Management | 0.09% | No change | 10,000 | $299K |
| Anchor Investment Management, LLC | 0.03% | No change | 9,700 | $290K |
| Sulzberger Capital Advisors, Inc. | 0.33% | — | 9,670 | $289K |
| Brass Tax Wealth Management, Inc. | 0.06% | Reduce -10.8% | 9,596 | $287K |
| SkyOak Wealth, LLC | 0.06% | No change | 9,502 | $284K |
| Reinhart Partners, Llc. | 0.01% | No change | 9,500 | $284K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 9,452 | $282K |
| Meitav Investment House Ltd. | 0.00% | Reduce -0.0% | 9,321 | $278K |
| Harbour Investments, Inc. | 0.01% | Add +14.3% | 9,124 | $272K |
| Hunter Associates Investment Management LLC | 0.04% | Add +2.1% | 9,085 | $270K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -56.0% | 8,980 | $268K |
| Keener Financial Planning LLC | 0.16% | Add +11.1% | 8,863 | $264K |
| Snowden Capital Advisors LLC | 0.01% | No change | 8,778 | $262K |
| 2UniFi Bank | 0.17% | — | 8,758 | $262K |
| IAG Wealth Partners, LLC | 0.04% | Reduce -13.4% | 8,500 | $254K |
| Modera Wealth Management, LLC | 0.00% | Add +2.2% | 8,418 | $251K |
| Kestra Investment Management, LLC | 0.01% | Reduce -8.0% | 8,308 | $248K |
| Investors Research Corp | 0.05% | Add +1.2% | 8,176 | $244K |
| Collaborative Wealth Managment Inc. | 0.11% | New | 8,101 | $242K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 8,055 | $241K |
| Bay Capital Advisors, LLC | 0.19% | — | 8,026 | $240K |
| Cibc World Market Inc. | 0.00% | No change | 8,000 | $239K |
| Augustine Asset Management Inc. | 0.06% | Reduce -0.8% | 7,994 | $239K |
| Obermeyer Wealth Partners | 0.01% | No change | 7,984 | $238K |
| Pinnacle Associates Ltd. | 0.00% | New | 7,965 | $238K |
| Phillips Financial Management, LLC | 0.02% | Reduce -2.6% | 7,944 | $237K |
| Kelly Financial Group LLC | 0.08% | — | 7,882 | $235K |
| J. Safra Sarasin Holding AG | 0.00% | No change | 7,754 | $232K |
| Cascade Financial Partners, LLC | 0.03% | Add +8.5% | 7,654 | $229K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 7,631 | $228K |
| Financial Network Wealth Advisors LLC | 0.42% | Reduce -43.5% | 7,614 | $227K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 7,587 | $227K |
| Key Client Fiduciary Advisors, LLC | 0.10% | No change | 7,595 | $227K |
| Towercrest Capital Management | 0.04% | Add +0.8% | 7,778 | $226K |
| Baker Tilly Wealth Management, LLC | 0.09% | New | 7,536 | $225K |
| Headland Capital, LLC | 0.08% | — | 7,519 | $225K |
| Cadent Capital Advisors, LLC | 0.08% | Add +1.6% | 7,442 | $222K |
| Obsidian Personal Planning Solutions LLC | 0.11% | New | 7,375 | $221K |
| Activest Wealth Management | 0.06% | Add +1.6% | 7,403 | $221K |
| Rinkey Investments | 0.07% | No change | 7,348 | $219K |
| Cedar Point Capital Partners, LLC | 0.15% | Reduce -0.6% | 7,321 | $219K |
| Alliance Wealth Management Group | 0.06% | Add +0.7% | 7,394 | $215K |
| Uptown Financial Advisors LLC | 0.23% | — | 7,115 | $212K |
| Chesley Taft & Associates LLC | 0.01% | Add +4.2% | 7,103 | $212K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 7,000 | $209K |
| Brown Advisory Inc. | 0.00% | No change | 6,997 | $209K |
| PFG Investments, LLC | 0.01% | Add +0.7% | 6,904 | $206K |
| Cypress Financial Planning LLC | 0.08% | Add +1.3% | 6,869 | $205K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +2.1% | 6,855 | $205K |
| InTrack Investment Management Inc | 0.14% | Reduce -10.6% | 6,779 | $202K |
| WJ Wealth Management, LLC | 0.07% | New | 6,752 | $202K |
| Arq Wealth Advisors, LLC | 0.08% | New | 6,722 | $201K |
| FMR LLC | 0.00% | Add +38.9% | 6,432 | $192K |
| BNP Paribas Financial Markets | 0.00% | Reduce -98.0% | 6,000 | $179K |
| Johnson Financial Group, Inc. | 0.01% | Add +175.3% | 5,800 | $174K |
| Wells Financial Advisors INC | 0.23% | Add +6.8% | 5,679 | $170K |
| Graney & King, LLC | 0.13% | — | 5,633 | $168K |
| UMB Bank, n.a. | 0.00% | No change | 5,500 | $164K |
| SBI Securities Co., Ltd. | 0.00% | — | 5,168 | $154K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 4,432 | $132K |
| Aptus Capital Advisors, LLC | 0.00% | Add +469.6% | 3,839 | $115K |
| Westside Investment Management, Inc. | 0.02% | No change | 3,800 | $113K |
| Bfsg, LLC | 0.01% | Reduce -6.8% | 3,613 | $108K |
| Arax Advisory Partners | 0.01% | Reduce -30.6% | 3,603 | $108K |
| Blue Trust, Inc. | 0.00% | No change | 3,600 | $107K |
| Princeton Global Asset Management LLC | 0.02% | Add +1.6% | 3,408 | $102K |
| Rialto Wealth Management, LLC | 0.03% | — | 3,351 | $100K |
| IFP Advisors, Inc | 0.00% | Reduce -49.8% | 3,337 | $100K |
| Optimum Investment Advisors | 0.04% | No change | 3,300 | $99K |
| NorthRock Partners, LLC | 0.00% | Add +71.9% | 3,142 | $94K |
| Stephens Consulting, LLC | 0.02% | Reduce -7.5% | 3,128 | $93K |
| Y.D. More Investments Ltd | 0.01% | Add +73.0% | 3,080 | $92K |
| Capital Analysts, LLC | 0.00% | No change | 2,900 | $87K |
| MGB Wealth Management, LLC | 0.03% | No change | 2,850 | $85K |
| Crews Bank & Trust | 0.01% | — | 2,710 | $81K |
| Mitchell Sinkler & Starr | 0.02% | New | 2,685 | $80K |
| Wingate Wealth Advisors, Inc. | 0.07% | — | 2,534 | $76K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,475 | $74K |
| Asset Dedication, LLC | 0.01% | No change | 2,116 | $63K |
| SJS Investment Consulting Inc. | 0.01% | No change | 2,100 | $63K |
| TD Capital Management LLC | 0.01% | No change | 2,045 | $61K |
| American Capital Advisory, LLC | 0.03% | No change | 2,000 | $60K |
| Continuum Advisory, LLC | 0.01% | Add +113.0% | 1,987 | $59K |
| CIBC Private Wealth Group LLC | 0.00% | Add +15.7% | 1,957 | $58K |
| LRI Investments, LLC | 0.01% | No change | 1,954 | $58K |
| Iron Horse Wealth Management, LLC | 0.02% | Reduce -3.5% | 1,847 | $55K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,690 | $50K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,671 | $50K |
| Kennebec Savings Bank | 0.05% | No change | 1,586 | $47K |
| PrairieView Partners, LLC | 0.00% | Reduce -89.5% | 1,426 | $42K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 1,380 | $41K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,325 | $40K |
| Franklin Resources Inc. | 0.00% | No change | 1,286 | $38K |
| Allworth Financial LP | 0.00% | Add +17.2% | 1,266 | $38K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 1,211 | $36K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 1,210 | $36K |
| Ancora Advisors LLC | 0.00% | No change | 1,119 | $33K |
| Oakworth Capital, Inc. | 0.00% | Reduce -35.7% | 1,080 | $32K |
| Howe & Rusling Inc. | 0.00% | New | 1,064 | $32K |
| Spire Wealth Management | 0.00% | Reduce -9.3% | 1,046 | $31K |
| Synergy Investment Management, LLC | 0.01% | — | 1,030 | $31K |
| Trivant Custom Portfolio Group, LLC | 0.02% | Add +2.2% | 1,023 | $31K |
| Glassman Wealth Services | 0.01% | New | 1,018 | $30K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,011 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 982 | $29K |
| Endeavor Private Wealth, Inc. | 0.03% | — | 946 | $28K |
| Winch Advisory Services, LLC | 0.01% | Reduce -8.0% | 927 | $28K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +2.5% | 871 | $26K |
| Fifth Third Bancorp | 0.00% | New | 800 | $24K |
| MAI Capital Management | 0.00% | New | 791 | $24K |
| Financial Gravity Companies, Inc. | 0.01% | New | 764 | $23K |
| FPC Investment Advisory, Inc. | 0.02% | New | 728 | $22K |
| Talon Private Wealth, LLC | 0.00% | No change | 725 | $22K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 713 | $21K |
| Key Financial Inc | 0.00% | No change | 700 | $21K |
| WestEnd Advisors, LLC | 0.00% | Add +11.3% | 660 | $20K |
| Mather Group, Llc. | 0.00% | No change | 641 | $19K |
| Toth Financial Advisory Corp. | 0.00% | No change | 623 | $19K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 615 | $18K |
| Transce3nd, LLC | 0.01% | — | 606 | $18K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 577 | $17K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 543 | $16K |
| Fairman Group, LLC | 0.01% | No change | 539 | $16K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -74.5% | 518 | $15K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -7.1% | 508 | $15K |
| Golden State Wealth Management, LLC | 0.00% | — | 498 | $15K |
| Cordgrass Capital Advisors, LLC | 0.00% | Reduce -67.4% | 484 | $14K |
| Millstone Evans Group, LLC | 0.01% | — | 459 | $14K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 453 | $14K |
| Flagship Wealth Advisors, LLC | 0.01% | — | 442 | $13K |
| Hoese & Co LLP | 0.01% | No change | 408 | $12K |
| Sound Income Strategies, LLC | 0.00% | New | 387 | $12K |
| WealthShield Partners, LLC | 0.00% | New | 345 | $10K |
| Logan Capital Management Inc. | 0.00% | No change | 334 | $10K |
| Motco | 0.00% | No change | 327 | $10K |
| Bangor Savings Bank | 0.00% | No change | 304 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 299 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 293 | $9K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 275 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 274 | $8K |
| Global Trust Asset Management, LLC | 0.00% | No change | 250 | $7K |
| Financial Life Planners | 0.01% | — | 246 | $7K |
| Ridgewood Investments LLC | 0.00% | No change | 209 | $6K |
| Collier Financial | 0.01% | — | 189 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 185 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | Add +1.3% | 152 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 150 | $4K |
| Signaturefd, LLC | 0.00% | New | 149 | $4K |
| Raleigh Capital Management Inc. | 0.00% | No change | 135 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -26.0% | 125 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | Reduce -75.2% | 132 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -75.2% | 132 | $4K |
| Bellwether Advisors, LLC | 0.00% | New | 117 | $3K |
| FLP Wealth Management, LLC | 0.01% | — | 117 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 109 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 101 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 100 | $3K |
| Tower View Wealth Management LLC | 0.00% | New | 92 | $3K |
| Citigroup Inc. | 0.00% | Add +1500.0% | 64 | $2K |
| Bray Capital Advisors | 0.00% | No change | 60 | $2K |
| New Millennium Group LLC | 0.00% | New | 54 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 54 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 42 | $1K |
| Global Financial Private Client, LLC | 0.00% | Add +100.0% | 40 | $1K |
| WR Wealth Planners, LLC | 0.00% | No change | 23 | $687 |
| Addison Advisors LLC | 0.00% | No change | 20 | $598 |
| NewSquare Capital LLC | 0.00% | New | 20 | $597 |
| Lanark Financial, Inc. | 0.02% | — | 6 | $186 |
| Midwest Capital Advisors, LLC | 0.00% | — | 2 | $60 |
| Barclays PLC | 0.00% | No change | 1 | $30 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 1 | $30 |
| Rakuten Securities, 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.