SS SPDR P St C Corp. ETFSPSBETF
13F holders, Q1 2025 (March 31)550holders −18
43new positions
55sold out
4famous investors
$30.09avg. 13F price*
At the end of Q1 2025, 550 institutions reported holding SS SPDR P St C Corp. ETF (SPSB) in their 13F filings, down 18 from Q4 2024. 43 opened new positions and 55 sold out. The largest holders were Creative Planning ($1.3B), JPMorgan Chase & Co. ($753.7M) and Valmark Advisers, Inc. ($232.9M). 4 famous investors held it, including Jim Simons / Peter Brown (0.2% 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 (Q1 2025)
- CUSIP
- 78464A474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $66.8M |
| Exits | 55 | $55.4M |
All 13F filers, Q4 2024 → Q1 2025: 18,308,282 shares bought and 18,188,784 shares sold, net +119,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 550 holders
| Creative Planning | 1.22% | Add +7.1% | 43,214,109 | $1.3B |
| JPMorgan Chase & Co. | 0.06% | Reduce -33.4% | 25,038,418 | $753.7M |
| Valmark Advisers, Inc. | 3.52% | Add +3.3% | 7,737,248 | $232.9M |
| LPL Financial LLC | 0.08% | Add +24.3% | 7,044,821 | $212.0M |
| Morgan Stanley | 0.01% | Add +22.6% | 6,324,935 | $190.4M |
| Bank of America Corp. | 0.01% | Reduce -1.0% | 4,911,455 | $147.8M |
| Baird Financial Group, Inc. | 0.24% | Add +6.0% | 4,125,700 | $124.2M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -1.4% | 3,937,187 | $118.5M |
| Advisory Alpha, LLC | 3.92% | Add +59.7% | 3,835,763 | $115.4M |
| Renaissance Technologies | 0.17% | Add +105.1% | 3,647,700 | $109.8M |
| State Street Corp. | 0.00% | Reduce -7.1% | 3,205,367 | $96.5M |
| Wells Fargo & Company | 0.02% | Reduce -6.6% | 2,355,463 | $70.9M |
| MCF Advisors LLC | 5.05% | Reduce -1.7% | 2,331,592 | $70.2M |
| Rockwood Wealth Management, LLC | 6.06% | Add +10.2% | 1,973,973 | $59.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.7% | 1,876,652 | $56.5M |
| UBS Group AG | 0.01% | Add +25.5% | 1,872,536 | $56.4M |
| Tiaa Trust, National Association | 0.18% | Reduce -0.2% | 1,868,211 | $56.2M |
| Mariner, LLC | 0.09% | Add +4.2% | 1,710,667 | $51.5M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -2.7% | 1,605,542 | $48.3M |
| Destination Wealth Management | 1.52% | Reduce -0.5% | 1,600,722 | $48.2M |
| Rodgers & Associates, LTD | 5.86% | Add +1.7% | 1,597,316 | $48.1M |
| Townsquare Capital LLC | 0.49% | Add +2.6% | 1,530,052 | $46.1M |
| Ameriprise Financial Inc. | 0.01% | Add +12.3% | 1,478,244 | $44.5M |
| Fisher Asset Management | 0.02% | Add +0.4% | 1,453,994 | $43.8M |
| Waverly Advisors, LLC | 0.53% | Add +157.1% | 1,433,945 | $43.2M |
| Walker Financial Services, Inc. | 19.57% | Add +10.8% | 1,240,617 | $37.3M |
| Osaic Holdings, Inc. | 0.08% | Add +14.1% | 1,207,962 | $36.4M |
| Arkansas Financial Group, Inc. | 6.02% | Add +6.2% | 1,165,324 | $34.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5.21% | Reduce -2.4% | 1,133,291 | $34.1M |
| Orange Investment Advisors, Inc. | 3.96% | Add +5.0% | 1,100,339 | $33.1M |
| Allstate Corp. | 0.96% | Add +2.2% | 1,088,175 | $32.8M |
| Willow Creek Wealth Management Inc. | 3.14% | Add +3.5% | 1,069,784 | $32.2M |
| Strategic Point Investment Advisors, LLC | 5.20% | Add +0.1% | 1,036,617 | $31.2M |
| Gemmer Asset Management LLC | 3.03% | Add +4.8% | 1,009,058 | $30.4M |
| Concord Wealth Partners | 4.70% | Reduce -1.9% | 951,776 | $28.6M |
| Capital Advisors Inc. | 0.57% | Reduce -1.8% | 943,205 | $28.4M |
| Bank of Nova Scotia | 0.06% | Reduce -32.4% | 938,192 | $28.2M |
| SoundView Advisors Inc. | 11.60% | Add +5.5% | 934,237 | $28.1M |
| Concord Asset Management, LLC | 6.01% | Reduce -3.2% | 909,990 | $27.3M |
| Capital Wealth Management, LLC | 11.28% | Add +3.7% | 902,952 | $27.2M |
| Cetera Investment Advisers | 0.05% | Add +13.3% | 885,704 | $26.7M |
| Litman Gregory Wealth Management LLC | 2.26% | Add +24.4% | 874,281 | $26.3M |
| Occidental Asset Management, LLC | 3.75% | Add +27.0% | 824,840 | $24.8M |
| McCarthy Asset Management, Inc. | 17.00% | Reduce -0.2% | 779,717 | $23.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -36.7% | 737,076 | $22.2M |
| Cohen & Steers, Inc. | 0.04% | Add +37.7% | 733,822 | $22.1M |
| Cedar Mountain Advisors, LLC | 4.93% | Reduce -0.9% | 731,553 | $22.0M |
| Flagstone Financial Management | 7.04% | Add +2.7% | 725,797 | $21.8M |
| NorthCoast Asset Management LLC | 0.10% | Reduce -14.3% | 678,346 | $20.4M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -9.5% | 671,775 | $20.2M |
| Cwm, LLC | 0.08% | Add +15.6% | 660,246 | $19.9M |
| Horizon Investments, LLC | 0.59% | Reduce -34.0% | 658,183 | $19.8M |
| Winthrop Capital Management, LLC | 5.44% | Add +1.2% | 657,241 | $19.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.6% | 648,225 | $19.5M |
| Cherry Tree Wealth Management, LLC | 4.61% | Add +2.6% | 635,280 | $19.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +10.6% | 610,462 | $18.4M |
| Trilogy Capital Inc. | 0.94% | Add +2.5% | 593,033 | $17.9M |
| Modern Wealth Management, LLC | 0.56% | Add +12.6% | 585,648 | $17.6M |
| Avantax Advisory Services, Inc. | 0.11% | Add +13.6% | 580,771 | $17.5M |
| BIP Wealth, LLC | 1.14% | Add +4.8% | 578,970 | $17.4M |
| Swmg, LLC | 6.84% | Add +47.6% | 573,199 | $17.2M |
| Hardy Reed LLC | 1.50% | Add +1.1% | 564,336 | $17.0M |
| Raymond James Financial Inc. | 0.01% | Add +13.0% | 548,626 | $16.5M |
| Atria Investments, Inc | 0.21% | Add +46.5% | 546,217 | $16.4M |
| Manning & Napier Advisors LLC | 0.20% | Reduce -0.2% | 543,356 | $16.4M |
| Royal Bank of Canada | 0.00% | Reduce -2.1% | 536,407 | $16.1M |
| M Holdings Securities, Inc. | 2.56% | Add +5.6% | 511,858 | $15.4M |
| Horizon Financial Services, LLC | 8.31% | Add +77.9% | 495,626 | $14.9M |
| Red Cedar Investment Management, LLC | 2.06% | No change | 495,033 | $14.9M |
| US Bancorp \de | 0.02% | Reduce -0.1% | 493,849 | $14.9M |
| Private Advisor Group, LLC | 0.09% | Reduce -8.9% | 490,966 | $14.8M |
| Smithfield Trust Co | 0.73% | Reduce -4.0% | 481,824 | $14.5M |
| CoreCap Advisors, LLC | 0.63% | Add +3.2% | 471,780 | $14.2M |
| Woodside Wealth Management LLC | 12.99% | — | 465,592 | $14.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +4.4% | 463,512 | $14.0M |
| Sanctuary Advisors, LLC | 0.10% | Reduce -6.0% | 457,743 | $13.8M |
| Kingsview Wealth Management, LLC | 0.25% | Add +1.1% | 441,245 | $13.3M |
| Advisory Services Network, LLC | 0.24% | Add +9.2% | 414,903 | $12.5M |
| Cornerstone Management, Inc. | 2.30% | Add +2.9% | 408,229 | $12.3M |
| Dynamic Advisor Solutions LLC | 0.40% | Add +8.5% | 404,867 | $12.2M |
| SimpliFi, Inc. | 5.53% | Add +0.5% | 400,074 | $12.0M |
| Capitolis Liquid Global Markets LLC | 0.11% | New | 397,400 | $12.0M |
| Rogco, LP | 4.75% | Add +5.1% | 394,154 | $11.9M |
| Pinnacle Financial Partners Inc | 0.23% | Add +9.6% | 387,242 | $11.7M |
| Wrapmanager Inc. | 3.05% | Add +8.0% | 385,545 | $11.6M |
| Kraft, Davis & Associates, LLC | 3.67% | Add +17.2% | 379,245 | $11.4M |
| Certified Advisory Corp | 1.28% | Add +3.0% | 374,890 | $11.3M |
| Geneos Wealth Management Inc. | 0.37% | Add +0.4% | 367,426 | $11.1M |
| Integrity Alliance, Llc. | 0.42% | Add +34.8% | 355,099 | $10.7M |
| Good Life Advisors, LLC | 0.75% | Add +98.3% | 352,479 | $10.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -4.3% | 352,350 | $10.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.7% | 348,344 | $10.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.2% | 347,337 | $10.5M |
| Creative Financial Designs Inc. | 0.78% | Add +1.3% | 326,565 | $9.8M |
| Impact Partnership Wealth, LLC | 2.02% | Add +88.7% | 314,800 | $9.5M |
| Zazove Associates LLC | 16.55% | New | 300,000 | $9.0M |
| Fairview Capital Investment Management, LLC | 0.48% | Add +1.3% | 299,494 | $9.0M |
| RFG Advisory, LLC | 0.24% | Add +50.1% | 293,520 | $8.8M |
| Deutsche Bank AG | 0.00% | Add +51.1% | 287,105 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +15.3% | 279,147 | $8.4M |
| Truefg, LLC | 2.76% | Add +2.6% | 278,217 | $8.4M |
| Timonier Family Office, LTD. | 3.55% | Add +54.1% | 266,452 | $8.0M |
| Equitable Holdings, Inc. | 0.07% | Add +14.8% | 255,037 | $7.7M |
| N.E.W. Advisory Services LLC | 0.58% | Add +78.7% | 252,840 | $7.6M |
| Quattro Financial Advisors LLC | 2.57% | Add +0.1% | 248,777 | $7.5M |
| NewSquare Capital LLC | 0.61% | Add +1238075.0% | 247,635 | $7.5M |
| Jane Street Group, LLC | 0.01% | Reduce -13.6% | 237,611 | $7.2M |
| Advisor Resource Council | 0.58% | New | 244,837 | $7.1M |
| Climber Capital SA | 5.59% | Add +6.8% | 273,654 | $7.1M |
| Capital Insight Partners, LLC | 1.21% | Reduce -1.5% | 230,741 | $6.9M |
| Money Concepts Capital Corp. | 0.51% | Reduce -7.4% | 228,252 | $6.9M |
| Municipal Employees' Retirement System of Michigan | 0.09% | No change | 228,061 | $6.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.18% | Reduce -9.6% | 225,916 | $6.8M |
| Systelligence, LLC | 1.63% | Reduce -10.3% | 224,877 | $6.8M |
| CreativeOne Wealth, LLC | 0.20% | Reduce -7.4% | 222,625 | $6.7M |
| Courier Capital LLC | 0.42% | Reduce -4.9% | 212,754 | $6.4M |
| Allen Investment Management, LLC | 0.07% | No change | 204,584 | $6.2M |
| Westover Capital Advisors, LLC | 1.34% | Reduce -5.0% | 201,032 | $6.1M |
| Pacific Capital Wealth Advisors, Inc. | 1.04% | Add +136.8% | 200,662 | $6.0M |
| Banco Santander, S.A. | 0.07% | Add +103.3% | 196,389 | $5.9M |
| Fortune 45 LLC | 3.79% | New | 192,133 | $5.8M |
| Hilltop Holdings Inc. | 0.36% | Reduce -4.6% | 190,406 | $5.7M |
| RFG - Bristol Wealth Advisors, LLC | 1.92% | Reduce -29.1% | 190,269 | $5.7M |
| Delta Asset Management LLC | 0.54% | Add +3.0% | 188,640 | $5.7M |
| DAVENPORT & Co LLC | 0.03% | Add +9.7% | 179,110 | $5.4M |
| Gibbs Wealth Management | 1.29% | Add +6.1% | 177,913 | $5.4M |
| Financial Counselors Inc. | 0.08% | Add +12.9% | 177,395 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Add +5.3% | 175,703 | $5.3M |
| MML Investors Services, LLC | 0.02% | Add +1.7% | 175,644 | $5.3M |
| Cannon Wealth Management Services, LLC | 4.72% | Add +2.0% | 176,277 | $5.3M |
| Badgley Phelps Wealth Managers, LLC | 0.12% | Add +8.0% | 171,324 | $5.2M |
| Financial Advocates Investment Management | 0.36% | Add +57.0% | 169,903 | $5.1M |
| Signet Financial Management, LLC | 0.66% | Reduce -9.8% | 161,666 | $4.9M |
| Dynamic Wealth Strategies, LLC | 4.02% | Add +0.2% | 160,698 | $4.8M |
| Prospera Financial Services Inc | 0.11% | New | 155,795 | $4.7M |
| All Terrain Financial Advisors, LLC | 1.82% | Add +6.9% | 155,519 | $4.7M |
| Saiph Capital, LLC | 2.22% | Reduce -37.2% | 154,541 | $4.7M |
| GAMMA Investing LLC | 0.35% | Add +23.2% | 153,717 | $4.6M |
| Staley Capital Advisers Inc. | 0.20% | Add +8.4% | 149,050 | $4.5M |
| Guggenheim Capital LLC | 0.04% | Reduce -19.6% | 145,997 | $4.4M |
| Pineridge Advisors LLC | 1.70% | Reduce -7.6% | 144,132 | $4.3M |
| HM Payson & Co. | 0.07% | Reduce -2.5% | 139,033 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -10.0% | 137,934 | $4.2M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -10.0% | 137,934 | $4.2M |
| Eukles Asset Management | 1.82% | Reduce -2.3% | 137,842 | $4.1M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Add +0.5% | 137,189 | $4.1M |
| Bush Investment Group, LLC | 3.09% | New | 136,460 | $4.1M |
| Silver Lake Advisory, LLC | 1.77% | Reduce -1.1% | 134,771 | $4.1M |
| Burling Wealth Partners, LLC | 0.84% | Add +56.0% | 131,932 | $4.0M |
| TD Private Client Wealth LLC | 0.11% | Add +15.8% | 129,847 | $3.9M |
| CGN Advisors LLC | 0.38% | Add +2.7% | 129,682 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.1% | 128,918 | $3.9M |
| Auour Investments LLC | 1.40% | Reduce -6.5% | 128,492 | $3.9M |
| Parcion Private Wealth LLC | 0.31% | Add +1.3% | 127,402 | $3.8M |
| Rosenberg Matthew Hamilton | 0.96% | Reduce -1.1% | 126,808 | $3.8M |
| Revisor Wealth Management LLC | 1.68% | Add +74.4% | 125,418 | $3.8M |
| IRON Financial LLC | 2.07% | Reduce -1.5% | 122,576 | $3.7M |
| Avior Wealth Management, LLC | 0.14% | Reduce -0.7% | 119,376 | $3.6M |
| Martin Capital Partners, LLC | 4.26% | Reduce -2.8% | 118,305 | $3.6M |
| Aspetuck Financial Management LLC | 3.06% | Add +1.0% | 118,255 | $3.6M |
| Orin Green Financial, LLC | 1.64% | New | 115,782 | $3.5M |
| Compass Financial Group, Inc. | 1.73% | Reduce -0.3% | 111,582 | $3.4M |
| Ssa Swiss Advisors AG | 1.72% | — | 111,584 | $3.4M |
| Parsons Capital Management Inc. | 0.18% | Add +1.0% | 110,031 | $3.3M |
| Whittier Trust Co. | 0.05% | Reduce -3.9% | 109,564 | $3.3M |
| Eagle Global Advisors LLC | 0.14% | Add +1.0% | 109,350 | $3.3M |
| Vista Investment Management | 1.26% | Reduce -1.7% | 107,051 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +19.1% | 106,407 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -14.1% | 105,158 | $3.2M |
| Two Sigma Securities, LLC | 0.47% | New | 102,755 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -4.7% | 102,232 | $3.1M |
| Stifel Financial Corp. | 0.00% | Reduce -19.9% | 100,647 | $3.0M |
| Stephens Inc. | 0.04% | Add +0.4% | 98,612 | $3.0M |
| DGS Capital Management, LLC | 0.77% | Reduce -1.1% | 97,610 | $2.9M |
| Consolidated Portfolio Review Corp | 0.47% | Add +0.1% | 96,985 | $2.9M |
| MassMutual Private Wealth & Trust, FSB | 0.08% | Reduce -0.6% | 96,757 | $2.9M |
| Parallel Advisors, LLC | 0.07% | Reduce -0.8% | 95,485 | $2.9M |
| Bailard, Inc. | 0.07% | Add +3.1% | 94,278 | $2.8M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -19.9% | 93,586 | $2.8M |
| RiverGlades Family Offices LLC | 2.02% | Reduce -2.7% | 93,302 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.6% | 91,207 | $2.7M |
| Captrust Financial Advisors | 0.01% | Add +109.2% | 90,372 | $2.7M |
| Tradewinds Capital Management, LLC | 0.71% | Add +97.1% | 88,393 | $2.7M |
| First Command Advisory Services, Inc. | 0.03% | Add +11.7% | 86,723 | $2.6M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -6.1% | 86,016 | $2.6M |
| Comerica Bank | 0.01% | Reduce -9.7% | 84,307 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | New | 83,836 | $2.5M |
| STAR Financial Bank | 1.83% | Add +8.9% | 83,018 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +4.0% | 81,819 | $2.5M |
| Wealth Management Nebraska | 0.37% | Reduce -0.6% | 80,057 | $2.4M |
| Gould Asset Management LLC | 0.50% | Reduce -3.4% | 80,024 | $2.4M |
| Mascoma Wealth Management LLC | 0.60% | Reduce -1.0% | 80,019 | $2.4M |
| McMill Wealth Management | 0.87% | Reduce -1.4% | 79,954 | $2.4M |
| Destiny Wealth Partners, LLC | 0.38% | No change | 79,791 | $2.4M |
| IHT Wealth Management, LLC | 0.07% | Reduce -32.9% | 78,252 | $2.4M |
| Caitlin John, LLC | 2.26% | Add +48.4% | 76,595 | $2.3M |
| Total Wealth Planning, LLC | 0.35% | Reduce -1.6% | 76,343 | $2.3M |
| Greenberg Financial Group | 0.95% | — | 75,945 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +4.7% | 75,528 | $2.3M |
| Manske Wealth Management | 0.86% | Add +9.2% | 75,492 | $2.3M |
| Zacks Investment Management | 0.02% | Reduce -3.6% | 75,015 | $2.3M |
| National Bank of Canada | 0.00% | Add +530.0% | 73,339 | $2.2M |
| Boston Standard Wealth Management, LLC | 0.48% | Reduce -8.3% | 73,207 | $2.2M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Reduce -7.8% | 71,633 | $2.2M |
| KMG Fiduciary Partners, LLC | 0.18% | Reduce -5.6% | 71,493 | $2.2M |
| Arete Wealth Advisors, LLC | 0.16% | Reduce -0.2% | 71,010 | $2.1M |
| OLIO Financial Planning | 0.73% | Add +40.8% | 70,447 | $2.1M |
| Laraway Financial Advisors Inc | 1.64% | Reduce -1.0% | 68,499 | $2.1M |
| Flow Traders U.S. LLC | 0.09% | New | 68,369 | $2.1M |
| Woodmont Investment Counsel LLC | 0.15% | No change | 67,333 | $2.0M |
| Portside Wealth Group, LLC | 0.33% | Add +2.6% | 66,959 | $2.0M |
| Berkshire Asset Management LLC | 0.10% | Add +6.3% | 66,239 | $2.0M |
| Soros Fund Management | 0.05% | Add +29.9% | 65,336 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Add +0.8% | 65,150 | $2.0M |
| Betterment LLC | 0.00% | Add +3.4% | 64,702 | $1.9M |
| Union Bancaire Privee, UBP SA | 0.04% | Add +473.7% | 63,849 | $1.9M |
| GeoWealth Management, LLC | 0.07% | Reduce -16.9% | 61,987 | $1.9M |
| Cascade Financial Partners, LLC | 0.23% | Add +707.2% | 61,781 | $1.9M |
| Sigma Planning Corp | 0.06% | Reduce -2.0% | 61,595 | $1.9M |
| MidAtlantic Capital Management, Inc. | 1.45% | Add +0.9% | 61,470 | $1.9M |
| Whitcomb & Hess, Inc. | 0.54% | Reduce -0.0% | 59,693 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -8.3% | 59,427 | $1.8M |
| Alpha Omega Wealth Management LLC | 0.34% | Add +0.0% | 58,889 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.09% | Add +10.3% | 58,749 | $1.8M |
| Echo Wealth Management, LLC | 1.18% | Add +9.6% | 58,243 | $1.8M |
| Roundview Capital LLC | 0.13% | Reduce -0.0% | 58,040 | $1.7M |
| Money Design Co.,Ltd. | 0.09% | Reduce -44.1% | 57,745 | $1.7M |
| First Trust Advisors LP | 0.00% | New | 57,117 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.13% | Reduce -1.4% | 55,879 | $1.7M |
| Foundations Investment Advisors, LLC | 0.03% | Add +23.1% | 55,308 | $1.7M |
| Nilsine Partners, LLC | 0.18% | New | 55,091 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -44.2% | 54,357 | $1.6M |
| Argent Trust Co | 0.07% | Add +11.3% | 53,840 | $1.6M |
| MainStreet Investment Advisors LLC | 0.23% | Reduce -0.9% | 52,762 | $1.6M |
| Penobscot Investment Management Company, Inc. | 0.15% | Add +0.9% | 52,390 | $1.6M |
| Sowell Financial Services LLC | 0.07% | Reduce -1.8% | 52,213 | $1.6M |
| James Investment Research, Inc. | 0.20% | Add +1.4% | 51,811 | $1.6M |
| Sovran Advisors, LLC | 0.20% | Add +295.3% | 51,695 | $1.6M |
| Sharper & Granite LLC | 0.64% | Add +12.9% | 51,482 | $1.5M |
| &partners | 0.02% | Add +63.7% | 50,641 | $1.5M |
| Lifeworks Advisors, LLC | 0.25% | Reduce -11.6% | 50,585 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.16% | Reduce -14.9% | 50,426 | $1.5M |
| Astoria Portfolio Advisors LLC. | 0.52% | Reduce -0.4% | 50,636 | $1.5M |
| Engineers Gate Manager LP | 0.03% | New | 50,206 | $1.5M |
| Jacobi Capital Management LLC | 0.11% | Add +0.7% | 48,974 | $1.5M |
| Capital Investment Services of America, Inc. | 0.15% | Reduce -3.0% | 48,573 | $1.5M |
| Fca Corp. | 0.46% | Reduce -1.5% | 48,170 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -2.3% | 47,838 | $1.4M |
| Merit Financial Group, LLC | 0.02% | Reduce -79.1% | 47,231 | $1.4M |
| Meridian Financial Advisors, LLC | 0.99% | Add +27.3% | 47,096 | $1.4M |
| Sei Investments Co. | 0.00% | Add +196.7% | 46,761 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +81.6% | 45,808 | $1.4M |
| Mechanics Financial Corp | 0.62% | Add +19.9% | 45,505 | $1.4M |
| Rockbridge Investment Management, LCC | 0.16% | Add +4.0% | 45,381 | $1.4M |
| Fonville Wealth Management LLC | 0.39% | Reduce -4.5% | 44,488 | $1.3M |
| BLB&B Advisors, LLC | 0.07% | Reduce -11.8% | 44,439 | $1.3M |
| Wood Tarver Financial Group, LLC | 0.43% | Reduce -9.4% | 44,230 | $1.3M |
| Orion Capital Management LLC | 0.56% | Add +10.4% | 44,218 | $1.3M |
| Argonautica Private Wealth Management, Inc. | 0.45% | Add +103.0% | 43,859 | $1.3M |
| Private Wealth Group, LLC | 0.77% | Reduce -8.2% | 43,772 | $1.3M |
| City Holding Co. | 0.19% | Add +15.8% | 43,718 | $1.3M |
| PFG Advisors | 0.07% | Add +12.7% | 43,374 | $1.3M |
| Larson Financial Group LLC | 0.06% | Reduce -12.4% | 42,661 | $1.3M |
| Western Wealth Management, LLC | 0.08% | Add +19.2% | 42,187 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +13.8% | 42,060 | $1.3M |
| Barnes Pettey Financial Advisors, LLC | 0.94% | Add +201.2% | 40,169 | $1.2M |
| Greenwich Wealth Management LLC | 0.09% | Add +1.3% | 40,080 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Add +3.3% | 39,444 | $1.2M |
| Zhang Financial LLC | 0.06% | Add +70.0% | 39,424 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -3.3% | 38,785 | $1.2M |
| Tritonpoint Wealth, LLC | 0.11% | Reduce -1.5% | 38,348 | $1.2M |
| PKS Advisory Services, LLC | 0.31% | Add +103.3% | 37,615 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.13% | Reduce -10.8% | 37,369 | $1.1M |
| First Horizon Advisors, Inc. | 0.03% | Reduce -30.3% | 36,950 | $1.1M |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -4.3% | 36,778 | $1.1M |
| YHB Investment Advisors, Inc. | 0.09% | Add +50.0% | 36,767 | $1.1M |
| Tranquilli Financial Advisor LLC | 0.68% | Reduce -32.9% | 35,829 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.16% | Add +1.4% | 35,805 | $1.1M |
| Cornerstone Advisors Asset Management, LLC | 0.22% | New | 35,044 | $1.1M |
| GenTrust, LLC | 0.05% | No change | 34,953 | $1.1M |
| Capstone Wealth Management Group, LLC | 0.59% | Reduce -49.6% | 34,442 | $1.0M |
| Kohmann Bosshard Financial Services, LLC | 0.12% | Reduce -1.3% | 33,965 | $1.0M |
| Trivium Point Advisory, LLC | 0.13% | Add +0.7% | 33,535 | $1.0M |
| IFG Advisory, LLC | 0.06% | Add +0.1% | 32,956 | $992K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +33.8% | 32,824 | $988K |
| Jones Financial Companies LLLP | 0.00% | Add +44.1% | 32,800 | $987K |
| Global Assets Advisory, LLC | 0.18% | New | 32,574 | $975K |
| GWN Securities Inc. | 0.05% | Add +118.1% | 31,851 | $959K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Reduce -1.6% | 31,646 | $949K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.9% | 31,163 | $938K |
| Millennium Management | 0.00% | New | 31,054 | $935K |
| M&T Bank Corp | 0.00% | Add +13.8% | 30,962 | $932K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -10.5% | 30,663 | $923K |
| Idaho Trust Co | 0.37% | New | 29,885 | $900K |
| Koss-Olinger Consulting, LLC | 0.08% | Add +4.5% | 29,614 | $891K |
| Independent Financial Group, LLC | 0.03% | Reduce -11.7% | 29,111 | $876K |
| New Century Financial Group, LLC | 1.01% | Reduce -9.2% | 29,083 | $875K |
| GEM Asset Management, LLC | 0.49% | Add +96.0% | 29,051 | $871K |
| Aspire Private Capital, LLC | 0.22% | Add +70.2% | 28,835 | $868K |
| Transamerica Financial Advisors, LLC | 0.09% | Add +22786.4% | 28,608 | $862K |
| Capital Advisory Group Advisory Services, LLC | 0.32% | Add +7.1% | 28,228 | $850K |
| MMBG Investment Advisors Co. | 0.10% | No change | 28,080 | $845K |
| Northern Trust Corp. | 0.00% | Reduce -4.3% | 27,662 | $833K |
| Pinnacle Bancorp, Inc. | 0.26% | Add +0.2% | 26,911 | $810K |
| Bluespring Wealth Management, LLC | 0.08% | Add +16.5% | 26,535 | $799K |
| Portland Financial Advisors Inc | 2.04% | Add +119.8% | 26,501 | $798K |
| MA Private Wealth | 0.15% | Add +70.2% | 26,189 | $788K |
| Windward Private Wealth Management Inc. | 0.30% | Reduce -35.6% | 25,911 | $780K |
| Advisors Asset Management, Inc. | 0.01% | Add +10.6% | 25,624 | $771K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -34.7% | 24,577 | $740K |
| Lion Street Advisors, LLC | 0.23% | Reduce -0.1% | 24,547 | $739K |
| SpringVest Wealth Management LLC | 0.59% | Add +4.6% | 23,676 | $713K |
| Sheets Smith Wealth Management | 0.09% | Add +41.6% | 23,425 | $705K |
| Bragg Financial Advisors, Inc | 0.03% | No change | 23,350 | $703K |
| Trail Ridge Investment Advisors, LLC | 0.36% | Reduce -4.1% | 23,213 | $699K |
| Members Trust Co | 0.02% | Reduce -7.8% | 23,097 | $695K |
| Austin Private Wealth, LLC | 0.06% | Add +5.9% | 22,679 | $683K |
| Goldstone Financial Group, LLC | 0.10% | Add +31.9% | 22,651 | $682K |
| Private Trust Co. NA | 0.07% | Reduce -15.1% | 22,227 | $669K |
| Bank of Montreal | 0.00% | Reduce -1.2% | 22,135 | $666K |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -13.9% | 21,581 | $649K |
| Wealthstar Advisors, LLC | 0.29% | Reduce -3.3% | 21,271 | $640K |
| PFG Investments, LLC | 0.04% | Add +201.9% | 20,844 | $627K |
| Stone Summit Wealth LLC | 0.21% | Reduce -5.4% | 20,840 | $627K |
| Mustard Seed Financial, LLC | 0.50% | Add +1.5% | 20,803 | $626K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -1.1% | 20,790 | $626K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -12.2% | 20,620 | $621K |
| Gradient Capital Advisors, LLC | 0.20% | Reduce -0.6% | 20,311 | $611K |
| Per Stirling Capital Management, LLC. | 0.09% | Reduce -1.8% | 20,199 | $608K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -5.0% | 20,074 | $604K |
| Tilson Financial Group, Inc. | 0.24% | Add +31.7% | 19,857 | $598K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -73.7% | 19,273 | $577K |
| Beam Wealth Advisors, Inc. | 0.19% | Reduce -7.6% | 18,309 | $551K |
| Prelude Capital Management, LLC | 0.05% | New | 17,409 | $524K |
| D.A. Davidson & Co. | 0.00% | New | 17,391 | $523K |
| StoneX Group Inc. | 0.03% | Add +36.1% | 16,967 | $511K |
| Marion Wealth Management | 0.13% | Reduce -10.8% | 16,447 | $495K |
| Amara Financial, Llc. | 0.45% | Add +0.7% | 16,315 | $491K |
| Founders Financial Securities LLC | 0.04% | Reduce -38.8% | 16,148 | $486K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +9.8% | 16,082 | $484K |
| Integrity Financial Corp | 0.27% | Add +20.4% | 16,045 | $483K |
| Breakwater Investment Management | 0.20% | No change | 15,857 | $477K |
| Running Point Capital Advisors, LLC | 0.15% | Reduce -23.9% | 15,758 | $474K |
| Key Financial Inc | 0.10% | Add +2141.4% | 15,690 | $472K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +72.4% | 15,483 | $466K |
| Savant Capital, LLC | 0.00% | Reduce -2.8% | 15,158 | $456K |
| AdvisorNet Financial, Inc | 0.03% | Add +2.6% | 15,110 | $455K |
| Narus Financial Partners, LLC | 0.15% | Reduce -2.5% | 14,963 | $450K |
| Cottage Street Advisors LLC | 0.22% | No change | 14,909 | $449K |
| United Community Bank | 0.17% | Reduce -5.0% | 14,886 | $448K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -6.5% | 14,764 | $444K |
| Mgo One Seven LLC | 0.02% | Add +1.2% | 14,674 | $442K |
| Invesco Ltd. | 0.00% | New | 14,500 | $436K |
| Altiora Financial Group, LLC | 0.09% | No change | 14,498 | $436K |
| BCK Partners, Inc. | 0.27% | No change | 14,400 | $433K |
| Cerity Partners LLC | 0.00% | Reduce -15.6% | 14,305 | $431K |
| Assetmark, Inc. | 0.00% | Add +0.8% | 14,262 | $429K |
| Juncture Wealth Strategies, LLC | 0.17% | Reduce -7.0% | 14,168 | $426K |
| LexAurum Advisors, LLC | 0.08% | Add +1.8% | 14,157 | $426K |
| South Plains Financial, Inc. | 0.33% | Add +11.2% | 14,123 | $425K |
| Principal Securities, Inc. | 0.01% | No change | 14,169 | $423K |
| Stephens Group Asset Management, LLC | 0.03% | Reduce -10.0% | 13,976 | $421K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | No change | 13,940 | $420K |
| May Hill Capital, LLC | 0.16% | No change | 13,879 | $418K |
| Kestra Investment Management, LLC | 0.01% | Add +65.6% | 13,760 | $414K |
| Tiemann Investment Advisors, LLC | 0.18% | Reduce -16.7% | 13,510 | $407K |
| AJ Advisors, LLC | 0.21% | Reduce -5.4% | 13,481 | $406K |
| Destiny Capital Corp | 0.27% | Reduce -40.2% | 13,393 | $403K |
| AE Wealth Management LLC | 0.00% | Reduce -73.8% | 13,263 | $399K |
| Lee Danner & Bass Inc. | 0.03% | No change | 13,250 | $399K |
| Fiduciary Group, LLC | 0.04% | No change | 12,923 | $389K |
| Better Money Decisions, LLC | 0.26% | No change | 12,781 | $385K |
| Alliance Wealth Advisors, LLC | 0.10% | Add +1.5% | 12,755 | $384K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +66.3% | 12,688 | $382K |
| Ceeto Capital Group, LLC | 0.14% | No change | 12,500 | $376K |
| New Hampshire Trust | 0.08% | Add +19.4% | 12,311 | $371K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -16.6% | 12,224 | $368K |
| Windsor Capital Management, LLC | 0.11% | Add +0.0% | 12,112 | $365K |
| Evergreen Capital Management LLC | 0.01% | No change | 11,530 | $347K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -2.5% | 11,526 | $346K |
| WJ Wealth Management, LLC | 0.12% | Add +64.1% | 11,080 | $334K |
| WBH Advisory Inc. | 0.03% | No change | 11,033 | $332K |
| Integrity Wealth Solutions LLC | 0.18% | Add +4.6% | 10,945 | $329K |
| GK Wealth Management LLC | 0.41% | Add +2.8% | 10,851 | $327K |
| IAG Wealth Partners, LLC | 0.05% | Add +25.8% | 10,689 | $322K |
| RDA Financial Network | 0.10% | Reduce -12.6% | 10,686 | $322K |
| Keybank National Association | 0.00% | No change | 10,610 | $319K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.33% | Reduce -14.5% | 10,525 | $317K |
| Financial Network Wealth Advisors LLC | 0.41% | Add +35.5% | 10,313 | $310K |
| Naples Global Advisors, LLC | 0.03% | No change | 10,220 | $308K |
| Diligent Investors, LLC | 0.07% | Reduce -0.4% | 10,080 | $303K |
| Mathes Company, Inc. | 0.12% | No change | 10,000 | $301K |
| WT Wealth Management | 0.10% | No change | 10,000 | $301K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 9,891 | $298K |
| FSA Advisors, Inc. | 0.23% | New | 9,772 | $294K |
| Anchor Investment Management, LLC | 0.03% | No change | 9,700 | $292K |
| 2UniFi Bank | 0.19% | Add +10.3% | 9,658 | $291K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -19.3% | 9,562 | $288K |
| SkyOak Wealth, LLC | 0.06% | No change | 9,502 | $286K |
| Reinhart Partners, Llc. | 0.01% | No change | 9,500 | $286K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 9,477 | $285K |
| Norden Group LLC | 0.03% | Reduce -9.8% | 9,465 | $285K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 9,452 | $285K |
| World Investment Advisors | 0.01% | Reduce -27.2% | 9,414 | $283K |
| Brass Tax Wealth Management, Inc. | 0.06% | Reduce -2.5% | 9,355 | $282K |
| Leslie Global Wealth, LLC | 0.14% | New | 9,325 | $281K |
| Narwhal Capital Management | 0.03% | New | 9,304 | $280K |
| Snowden Capital Advisors LLC | 0.01% | No change | 8,778 | $264K |
| Keener Financial Planning LLC | 0.17% | Reduce -2.4% | 8,650 | $260K |
| Cedar Point Capital Partners, LLC | 0.17% | Add +14.5% | 8,381 | $252K |
| Collaborative Wealth Managment Inc. | 0.12% | Add +2.8% | 8,331 | $251K |
| Headland Capital, LLC | 0.08% | Add +9.9% | 8,261 | $249K |
| Modera Wealth Management, LLC | 0.00% | Reduce -2.2% | 8,234 | $248K |
| Meitav Investment House Ltd. | 0.00% | Reduce -11.9% | 8,212 | $247K |
| Investors Research Corp | 0.05% | Add +0.3% | 8,198 | $247K |
| Hunter Associates Investment Management LLC | 0.04% | Reduce -11.0% | 8,082 | $244K |
| Private Wealth Asset Management, LLC | 0.04% | — | 8,100 | $244K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 8,056 | $242K |
| Obermeyer Wealth Partners | 0.01% | No change | 7,984 | $240K |
| Rinkey Investments | 0.08% | Add +8.2% | 7,952 | $239K |
| Phillips Financial Management, LLC | 0.02% | No change | 7,944 | $239K |
| Sulzberger Capital Advisors, Inc. | 0.31% | Reduce -18.6% | 7,870 | $237K |
| Kelly Financial Group LLC | 0.07% | Reduce -1.5% | 7,765 | $234K |
| J. Safra Sarasin Holding AG | 0.00% | No change | 7,754 | $233K |
| Harbour Investments, Inc. | 0.01% | Reduce -15.1% | 7,748 | $233K |
| Augustine Asset Management Inc. | 0.07% | Reduce -4.0% | 7,670 | $231K |
| Simplicity Wealth,LLC | 0.02% | New | 7,630 | $230K |
| Chesley Taft & Associates LLC | 0.01% | Add +7.4% | 7,626 | $230K |
| Key Client Fiduciary Advisors, LLC | 0.11% | No change | 7,595 | $229K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 7,587 | $228K |
| First County Bank | 0.13% | New | 7,565 | $228K |
| Towercrest Capital Management | 0.04% | Reduce -0.4% | 7,744 | $226K |
| Cadent Capital Advisors, LLC | 0.09% | Add +0.8% | 7,500 | $226K |
| Activest Wealth Management | 0.06% | Add +0.8% | 7,461 | $225K |
| ARS Wealth Advisors Group, LLC | 0.03% | New | 7,441 | $224K |
| SMART Wealth LLC | 0.08% | Reduce -51.8% | 7,153 | $215K |
| Alliance Wealth Management Group | 0.06% | Reduce -0.5% | 7,361 | $215K |
| Uptown Financial Advisors LLC | 0.22% | No change | 7,115 | $214K |
| NBT Bank, N.A. | 0.02% | Reduce -82.3% | 7,085 | $213K |
| Cypress Financial Planning LLC | 0.08% | Add +2.3% | 7,027 | $212K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 7,000 | $211K |
| Brown Advisory Inc. | 0.00% | No change | 6,997 | $211K |
| Signal Advisors Wealth, LLC | 0.02% | New | 6,905 | $208K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 6,855 | $206K |
| HFM Investment Advisors, LLC | 0.10% | — | 6,728 | $203K |
| Arq Wealth Advisors, LLC | 0.08% | No change | 6,722 | $202K |
| Braun-Bostich & Associates Inc. | 0.15% | New | 6,702 | $202K |
| Baker Tilly Wealth Management, LLC | 0.08% | Reduce -11.3% | 6,683 | $201K |
| Lanark Financial, Inc. | 0.02% | — | 6,328 | $190K |
| Graney & King, LLC | 0.13% | Add +0.3% | 5,647 | $170K |
| UMB Bank, n.a. | 0.00% | No change | 5,500 | $166K |
| SBI Securities Co., Ltd. | 0.01% | Add +4.1% | 5,382 | $162K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -9.5% | 5,250 | $158K |
| FMR LLC | 0.00% | Reduce -22.8% | 4,964 | $149K |
| Arax Advisory Partners | 0.01% | Add +34.6% | 4,849 | $146K |
| Bfsg, LLC | 0.02% | Add +25.9% | 4,549 | $137K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 4,432 | $133K |
| Realta Investment Advisors | 0.06% | Reduce -61.0% | 4,150 | $125K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 3,839 | $116K |
| Westside Investment Management, Inc. | 0.02% | No change | 3,800 | $114K |
| Blue Trust, Inc. | 0.00% | No change | 3,600 | $108K |
| Wells Financial Advisors INC | 0.15% | Reduce -38.4% | 3,499 | $105K |
| IFP Advisors, Inc | 0.00% | Add +4.3% | 3,479 | $105K |
| Princeton Global Asset Management LLC | 0.02% | Add +0.8% | 3,435 | $103K |
| Optimum Investment Advisors | 0.05% | No change | 3,300 | $99K |
| Rialto Wealth Management, LLC | 0.03% | Reduce -2.4% | 3,270 | $98K |
| CX Institutional | 0.00% | New | 3,221 | $97K |
| Y.D. More Investments Ltd | 0.01% | No change | 3,080 | $93K |
| Capital Analysts, LLC | 0.00% | No change | 2,900 | $87K |
| MGB Wealth Management, LLC | 0.03% | No change | 2,850 | $86K |
| Crews Bank & Trust | 0.01% | No change | 2,710 | $82K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,475 | $74K |
| SJS Investment Consulting Inc. | 0.01% | Add +11.3% | 2,338 | $70K |
| LRI Investments, LLC | 0.01% | Add +17.1% | 2,289 | $69K |
| CIBC Private Wealth Group LLC | 0.00% | Add +8.1% | 2,116 | $63K |
| Stephens Consulting, LLC | 0.02% | Reduce -34.2% | 2,059 | $62K |
| TD Capital Management LLC | 0.01% | No change | 2,045 | $62K |
| Columbia River Financial Group, LLC | 0.04% | New | 2,046 | $61K |
| American Capital Advisory, LLC | 0.03% | No change | 2,000 | $60K |
| Iron Horse Wealth Management, LLC | 0.02% | Reduce -1.2% | 1,825 | $55K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,690 | $51K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,671 | $50K |
| Kennebec Savings Bank | 0.05% | Add +4.8% | 1,663 | $50K |
| NorthRock Partners, LLC | 0.00% | Reduce -50.1% | 1,569 | $47K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 1,380 | $42K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,325 | $40K |
| Franklin Resources Inc. | 0.00% | No change | 1,286 | $39K |
| Allworth Financial LP | 0.00% | No change | 1,266 | $38K |
| MJT & Associates Financial Advisory Group, Inc. | 0.04% | — | 1,251 | $38K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 1,210 | $36K |
| Ancora Advisors LLC | 0.00% | Reduce -3.5% | 1,080 | $33K |
| Spire Wealth Management | 0.00% | Add +0.8% | 1,054 | $32K |
| Synergy Investment Management, LLC | 0.01% | No change | 1,030 | $31K |
| Glassman Wealth Services | 0.01% | No change | 1,018 | $31K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,011 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 982 | $30K |
| Continuum Advisory, LLC | 0.00% | Reduce -52.3% | 948 | $29K |
| Oakworth Capital, Inc. | 0.00% | Reduce -16.5% | 902 | $27K |
| BNP Paribas Financial Markets | 0.00% | Reduce -85.0% | 900 | $27K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 871 | $26K |
| Winch Advisory Services, LLC | 0.01% | Reduce -12.2% | 814 | $25K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 764 | $23K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 713 | $21K |
| Elite Financial, Inc. | 0.01% | New | 700 | $21K |
| Mather Group, Llc. | 0.00% | No change | 641 | $19K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 615 | $19K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 577 | $17K |
| Logan Capital Management Inc. | 0.00% | Add +62.0% | 541 | $16K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 543 | $16K |
| Fairman Group, LLC | 0.01% | No change | 539 | $16K |
| Golden State Wealth Management, LLC | 0.00% | No change | 498 | $15K |
| Trivant Custom Portfolio Group, LLC | 0.01% | Reduce -52.5% | 486 | $15K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 484 | $15K |
| Millstone Evans Group, LLC | 0.01% | No change | 459 | $14K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 442 | $13K |
| Hoese & Co LLP | 0.01% | No change | 408 | $12K |
| Sound Income Strategies, LLC | 0.00% | No change | 387 | $12K |
| WestEnd Advisors, LLC | 0.00% | Reduce -41.4% | 387 | $12K |
| Motco | 0.00% | No change | 327 | $10K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +0.3% | 294 | $9K |
| Redmont Wealth Advisors LLC | 0.01% | New | 252 | $8K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | New | 226 | $7K |
| Ridgewood Investments LLC | 0.00% | No change | 209 | $6K |
| WealthShield Partners, LLC | 0.00% | Reduce -42.0% | 200 | $6K |
| Aventura Private Wealth, LLC | 0.00% | New | 199 | $6K |
| Collier Financial | 0.00% | Add +1.1% | 191 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 185 | $6K |
| Citigroup Inc. | 0.00% | Add +171.9% | 174 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | Add +1.3% | 154 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 150 | $5K |
| Raleigh Capital Management Inc. | 0.00% | No change | 135 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 132 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +124.1% | 121 | $4K |
| Bellwether Advisors, LLC | 0.00% | No change | 117 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 109 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 101 | $3K |
| Smartleaf Asset Management LLC | 0.00% | New | 95 | $3K |
| ORG Partners LLC | 0.00% | New | 68 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 66 | $2K |
| Rossby Financial, LCC | 0.00% | New | 58 | $2K |
| FWL Investment Management, LLC | 0.00% | New | 52 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 42 | $1K |
| Global Financial Private Client, LLC | 0.00% | No change | 40 | $1K |
| Founders Financial Alliance, LLC | 0.00% | New | 35 | $1K |
| PMV Capital Advisers, LLC | 0.00% | New | 31 | $933 |
| Transce3nd, LLC | 0.00% | Reduce -94.9% | 31 | $933 |
| Addison Advisors LLC | 0.00% | No change | 20 | $602 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 1 | $31 |
| Barclays PLC | 0.00% | No change | 1 | $30 |
| O'shaughnessy Asset Management, LLC | 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.