SS SPDR P St C Corp. ETFSPSBETF
13F holders, Q2 2025 (June 30)561holders +11
51new positions
52sold out
4famous investors
$30.19avg. 13F price*
At the end of Q2 2025, 561 institutions reported holding SS SPDR P St C Corp. ETF (SPSB) in their 13F filings, up 11 from Q1 2025. 51 opened new positions and 52 sold out. The largest holders were Creative Planning ($1.4B), JPMorgan Chase & Co. ($969.4M) and Valmark Advisers, Inc. ($242.2M). 4 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 SERIES TRUST (Q2 2025)
- CUSIP
- 78464A474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $58.3M |
| Exits | 52 | $62.0M |
All 13F filers, Q1 2025 → Q2 2025: 19,642,321 shares bought and 12,799,895 shares sold, net +6,842,426 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| Creative Planning | 1.17% | Add +5.0% | 45,354,564 | $1.4B |
| JPMorgan Chase & Co. | 0.07% | Add +28.2% | 32,109,859 | $969.4M |
| Valmark Advisers, Inc. | 3.38% | Add +3.7% | 8,023,854 | $242.2M |
| LPL Financial LLC | 0.08% | Add +6.8% | 7,522,959 | $227.1M |
| Morgan Stanley | 0.01% | Add +18.9% | 7,519,028 | $227.0M |
| Bank of America Corp. | 0.01% | Add +0.1% | 4,917,217 | $148.5M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -1.5% | 3,878,777 | $117.1M |
| Advisory Alpha, LLC | 3.62% | Add +0.3% | 3,845,566 | $116.1M |
| Baird Financial Group, Inc. | 0.20% | Reduce -7.9% | 3,799,251 | $114.7M |
| State Street Corp. | 0.00% | Add +8.9% | 3,492,076 | $105.4M |
| Renaissance Technologies | 0.10% | Reduce -32.5% | 2,463,300 | $74.4M |
| Wells Fargo & Company | 0.02% | Add +1.7% | 2,394,657 | $72.3M |
| MCF Advisors LLC | 4.39% | Reduce -5.8% | 2,197,330 | $66.3M |
| Allstate Corp. | 4.77% | Add +101.7% | 2,194,515 | $66.3M |
| Ameriprise Financial Inc. | 0.02% | Add +38.5% | 2,047,345 | $61.8M |
| Rockwood Wealth Management, LLC | 5.43% | Add +3.5% | 2,043,547 | $61.7M |
| PNC Financial Services Group, Inc. | 0.04% | Add +16.6% | 1,871,909 | $56.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.4% | 1,793,532 | $54.1M |
| UBS Group AG | 0.01% | Reduce -5.3% | 1,774,125 | $53.6M |
| Mariner, LLC | 0.08% | Add +1.0% | 1,728,456 | $52.2M |
| Rodgers & Associates, LTD | 5.19% | Reduce -2.0% | 1,564,923 | $47.2M |
| Osaic Holdings, Inc. | 0.07% | Add +11.3% | 1,344,119 | $40.6M |
| Fisher Asset Management | 0.02% | Reduce -8.1% | 1,336,587 | $40.4M |
| Tiaa Trust, National Association | 0.10% | Reduce -28.6% | 1,334,361 | $40.2M |
| Walker Financial Services, Inc. | 18.23% | Add +7.1% | 1,328,635 | $40.1M |
| Arkansas Financial Group, Inc. | 5.61% | Add +2.7% | 1,196,955 | $36.1M |
| Orange Investment Advisors, Inc. | 3.59% | Reduce -1.4% | 1,085,013 | $32.8M |
| Willow Creek Wealth Management Inc. | 2.91% | Add +0.1% | 1,070,549 | $32.3M |
| Gemmer Asset Management LLC | 2.86% | Add +6.0% | 1,069,164 | $32.3M |
| Strategic Point Investment Advisors, LLC | 4.94% | Add +2.3% | 1,060,026 | $32.0M |
| Strategic Wealth Partners, Ltd. | 2.50% | — | 1,050,095 | $31.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5.42% | Reduce -8.1% | 1,041,019 | $31.4M |
| Capital Wealth Management, LLC | 11.45% | Add +12.6% | 1,016,953 | $30.7M |
| Cohen & Steers, Inc. | 0.06% | Add +36.4% | 1,000,822 | $30.2M |
| SoundView Advisors Inc. | 10.91% | Add +5.0% | 980,896 | $29.6M |
| Cetera Investment Advisers | 0.05% | Add +9.3% | 968,086 | $29.2M |
| Waverly Advisors, LLC | 0.32% | Reduce -32.5% | 967,366 | $29.2M |
| Concord Asset Management, LLC | 4.39% | Add +6.1% | 965,630 | $29.2M |
| Concord Wealth Partners | 4.25% | Add +1.5% | 965,630 | $29.2M |
| Capital Advisors Inc. | 0.51% | Add +0.0% | 943,302 | $28.5M |
| McCarthy Asset Management, Inc. | 18.07% | Add +13.0% | 881,003 | $26.6M |
| Occidental Asset Management, LLC | 3.29% | Reduce -4.2% | 789,909 | $23.8M |
| Flagstone Financial Management | 6.68% | Add +6.4% | 772,023 | $23.3M |
| Litman Gregory Wealth Management LLC | 1.78% | Reduce -14.4% | 748,209 | $22.6M |
| Horizon Investments, LLC | 0.35% | Add +10.2% | 725,125 | $21.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.1% | 721,724 | $21.8M |
| Cwm, LLC | 0.08% | Add +8.6% | 717,251 | $21.7M |
| Modern Wealth Management, LLC | 0.52% | Add +20.4% | 705,285 | $21.3M |
| BIP Wealth, LLC | 1.31% | Add +21.8% | 705,043 | $21.3M |
| Cedar Mountain Advisors, LLC | 4.39% | Reduce -4.3% | 700,164 | $21.1M |
| Winthrop Capital Management, LLC | 5.06% | Add +1.0% | 663,656 | $20.0M |
| Wealthspire Retirement, LLC | 1.29% | New | 644,512 | $19.5M |
| Geneos Wealth Management Inc. | 0.47% | Add +73.5% | 637,452 | $19.2M |
| Avantax Advisory Services, Inc. | 0.10% | Add +8.4% | 629,356 | $19.0M |
| Cherry Tree Wealth Management, LLC | 4.29% | Reduce -3.8% | 610,984 | $18.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -1.9% | 598,935 | $18.0M |
| NorthCoast Asset Management LLC | 0.07% | Reduce -17.7% | 558,568 | $16.9M |
| Hardy Reed LLC | 1.35% | Reduce -1.4% | 556,678 | $16.8M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -16.0% | 544,271 | $16.4M |
| Royal Bank of Canada | 0.00% | Add +0.1% | 536,939 | $16.2M |
| Manning & Napier Advisors LLC | 0.19% | Reduce -1.4% | 535,603 | $16.2M |
| M Holdings Securities, Inc. | 2.77% | Add +4.5% | 534,908 | $16.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.1% | 531,557 | $16.0M |
| US Bancorp \de | 0.02% | Reduce -0.1% | 493,172 | $14.9M |
| Private Advisor Group, LLC | 0.08% | Reduce -0.0% | 490,929 | $14.8M |
| Horizon Financial Services, LLC | 7.80% | Reduce -1.7% | 487,335 | $14.7M |
| Swmg, LLC | 4.83% | Reduce -16.8% | 476,742 | $14.4M |
| Saiph Capital, LLC | 5.52% | Add +203.8% | 469,529 | $14.2M |
| Woodside Wealth Management LLC | 12.08% | Reduce -0.2% | 464,851 | $14.0M |
| Smithfield Trust Co | 0.65% | Reduce -5.8% | 453,770 | $13.7M |
| Red Cedar Investment Management, LLC | 1.72% | Reduce -9.0% | 450,568 | $13.6M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -3.2% | 443,195 | $13.4M |
| Kingsview Wealth Management, LLC | 0.23% | Add +0.4% | 442,884 | $13.4M |
| Dynamic Advisor Solutions LLC | 0.41% | Add +8.1% | 437,579 | $13.2M |
| Cornerstone Management, Inc. | 2.29% | Add +6.9% | 436,472 | $13.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +52.6% | 426,120 | $12.9M |
| Advisory Services Network, LLC | 0.21% | Add +2.9% | 427,035 | $12.9M |
| Bank of Nova Scotia | 0.03% | Reduce -54.7% | 425,000 | $12.8M |
| Wrapmanager Inc. | 3.12% | Add +10.1% | 424,522 | $12.8M |
| Atria Investments, Inc | 0.15% | Reduce -22.9% | 421,198 | $12.7M |
| SimpliFi, Inc. | 5.40% | Add +1.5% | 406,241 | $12.3M |
| RFG Advisory, LLC | 0.28% | Add +35.4% | 397,388 | $12.0M |
| Rogco, LP | 4.51% | Add +0.8% | 397,127 | $12.0M |
| Kraft, Davis & Associates, LLC | 3.23% | Add +3.1% | 390,971 | $11.8M |
| Pinnacle Financial Partners Inc | 0.25% | Add +0.5% | 389,118 | $11.7M |
| Certified Advisory Corp | 1.18% | Reduce 0.0% | 374,889 | $11.3M |
| Deutsche Bank AG | 0.00% | Add +27.1% | 365,000 | $11.0M |
| Good Life Advisors, LLC | 0.68% | Add +2.1% | 359,784 | $10.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.7% | 341,316 | $10.3M |
| Impact Partnership Wealth, LLC | 1.88% | Add +7.1% | 337,163 | $10.2M |
| Clark Capital Management Group, Inc. | 0.07% | New | 330,647 | $10.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.3% | 330,028 | $10.0M |
| Creative Financial Designs Inc. | 0.70% | Reduce -1.2% | 322,586 | $9.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -9.7% | 318,290 | $9.6M |
| Timonier Family Office, LTD. | 3.47% | Add +15.3% | 307,307 | $9.3M |
| Fairview Capital Investment Management, LLC | 0.47% | Add +0.7% | 301,469 | $9.1M |
| Equitable Holdings, Inc. | 0.07% | Add +15.5% | 294,499 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -38.4% | 285,452 | $8.6M |
| Truefg, LLC | 2.55% | Add +2.1% | 284,158 | $8.6M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -58.5% | 279,006 | $8.4M |
| Climber Capital SA | 5.32% | Add +2.2% | 279,794 | $8.3M |
| Integrity Alliance, Llc. | 0.41% | Reduce -30.6% | 246,521 | $7.4M |
| Quattro Financial Advisors LLC | 2.61% | Reduce -1.3% | 245,481 | $7.4M |
| Municipal Employees' Retirement System of Michigan | 0.08% | No change | 228,061 | $6.9M |
| Courier Capital LLC | 0.42% | Add +6.6% | 226,869 | $6.8M |
| Pacific Capital Wealth Advisors, Inc. | 1.23% | Add +11.6% | 223,924 | $6.7M |
| Money Concepts Capital Corp. | 0.45% | Reduce -3.1% | 221,239 | $6.7M |
| MML Investors Services, LLC | 0.02% | Add +24.6% | 218,948 | $6.6M |
| RFG - Bristol Wealth Advisors, LLC | 2.05% | Add +14.8% | 218,520 | $6.6M |
| CreativeOne Wealth, LLC | 0.17% | Reduce -2.2% | 217,747 | $6.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.15% | Reduce -5.8% | 212,799 | $6.4M |
| Fortune 45 LLC | 3.59% | Add +7.3% | 206,127 | $6.2M |
| Allen Investment Management, LLC | 0.07% | No change | 204,584 | $6.2M |
| Gibbs Wealth Management | 1.16% | Add +12.5% | 200,144 | $6.0M |
| Westover Capital Advisors, LLC | 1.20% | Reduce -0.7% | 199,669 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Add +13.6% | 199,514 | $6.0M |
| Martin Capital Partners, LLC | 2.34% | Add +67.2% | 197,828 | $6.0M |
| GAMMA Investing LLC | 0.38% | Add +28.1% | 196,957 | $5.9M |
| DAVENPORT & Co LLC | 0.03% | Add +9.9% | 196,864 | $5.9M |
| &partners | 0.04% | Add +276.6% | 190,691 | $5.8M |
| Midwest Trust Co | 0.08% | — | 189,522 | $5.7M |
| Delta Asset Management LLC | 0.49% | Reduce -0.6% | 187,497 | $5.7M |
| Destination Wealth Management | 0.16% | Reduce -88.8% | 180,078 | $5.4M |
| Cannon Wealth Management Services, LLC | 4.43% | Add +1.8% | 179,490 | $5.4M |
| Quadrature Capital Ltd | 0.09% | New | 179,230 | $5.4M |
| Badgley Phelps Wealth Managers, LLC | 0.12% | Add +2.6% | 175,802 | $5.3M |
| Financial Advocates Investment Management | 0.43% | Add +2.4% | 173,962 | $5.3M |
| Hilltop Holdings Inc. | 0.32% | Reduce -12.6% | 166,344 | $5.0M |
| GTS Securities LLC | 0.22% | New | 164,998 | $5.0M |
| All Terrain Financial Advisors, LLC | 1.79% | Add +4.8% | 163,035 | $4.9M |
| Signet Financial Management, LLC | 0.62% | Add +0.8% | 162,980 | $4.9M |
| Staley Capital Advisers Inc. | 0.20% | Add +3.1% | 153,750 | $4.6M |
| Revisor Wealth Management LLC | 1.66% | Add +21.9% | 152,946 | $4.6M |
| Burling Wealth Partners, LLC | 0.81% | Add +9.7% | 144,662 | $4.4M |
| Prospera Financial Services Inc | 0.08% | Reduce -7.3% | 144,387 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.3% | 140,959 | $4.3M |
| TD Private Client Wealth LLC | 0.10% | Add +8.5% | 140,891 | $4.3M |
| Parcion Private Wealth LLC | 0.30% | Add +10.1% | 140,310 | $4.2M |
| HM Payson & Co. | 0.07% | Reduce -0.3% | 138,644 | $4.2M |
| Guggenheim Capital LLC | 0.03% | Reduce -5.7% | 137,721 | $4.2M |
| Bush Investment Group, LLC | 2.79% | Add +0.7% | 137,440 | $4.1M |
| Eukles Asset Management | 1.69% | Reduce -1.0% | 136,507 | $4.1M |
| Silver Lake Advisory, LLC | 1.72% | Reduce -0.8% | 133,717 | $4.0M |
| CGN Advisors LLC | 0.36% | Add +2.9% | 133,426 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +25.3% | 133,305 | $4.0M |
| Apollon Wealth Management, LLC | 0.08% | Add +801.8% | 133,139 | $4.0M |
| Pineridge Advisors LLC | 1.45% | Reduce -8.3% | 132,094 | $4.0M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Reduce -4.4% | 131,182 | $4.0M |
| Orin Green Financial, LLC | 1.63% | Add +10.3% | 127,698 | $3.9M |
| Systelligence, LLC | 0.71% | Reduce -43.7% | 126,541 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -8.3% | 126,457 | $3.8M |
| Auour Investments LLC | 1.30% | Reduce -2.8% | 124,934 | $3.8M |
| RiverGlades Family Offices LLC | 2.46% | Add +33.2% | 124,297 | $3.8M |
| IRON Financial LLC | 1.92% | Reduce -2.1% | 119,968 | $3.6M |
| Avior Wealth Management, LLC | 0.12% | Add +0.0% | 119,425 | $3.6M |
| Aspetuck Financial Management LLC | 2.70% | Add +0.3% | 118,645 | $3.6M |
| Rosenberg Matthew Hamilton | 0.83% | Reduce -6.8% | 118,228 | $3.6M |
| Parsons Capital Management Inc. | 0.21% | Add +0.7% | 110,756 | $3.3M |
| Eagle Global Advisors LLC | 0.13% | No change | 109,350 | $3.3M |
| Consolidated Portfolio Review Corp | 0.45% | Add +11.8% | 108,461 | $3.3M |
| Whittier Trust Co. | 0.04% | Reduce -1.1% | 108,381 | $3.3M |
| Sei Investments Co. | 0.00% | Add +130.4% | 107,761 | $3.3M |
| Compass Financial Group, Inc. | 1.62% | Reduce -4.2% | 106,914 | $3.2M |
| Vista Investment Management | 1.20% | Reduce -0.2% | 106,877 | $3.2M |
| MassMutual Private Wealth & Trust, FSB | 0.08% | Add +7.6% | 104,130 | $3.1M |
| Money Design Co.,Ltd. | 0.15% | Add +79.1% | 103,421 | $3.1M |
| Tradewinds Capital Management, LLC | 0.78% | Add +16.7% | 103,171 | $3.1M |
| DGS Capital Management, LLC | 0.64% | Add +5.4% | 102,871 | $3.1M |
| Dynamic Wealth Strategies, LLC | 2.19% | Reduce -37.4% | 100,652 | $3.0M |
| Trilogy Capital Inc. | 0.15% | Reduce -83.0% | 100,507 | $3.0M |
| First Command Advisory Services, Inc. | 0.03% | Add +14.9% | 99,654 | $3.0M |
| Flow Traders U.S. LLC | 0.11% | Add +44.4% | 98,689 | $3.0M |
| Stephens Inc. | 0.04% | Reduce -0.3% | 98,358 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -3.1% | 97,486 | $2.9M |
| Parallel Advisors, LLC | 0.06% | Add +0.5% | 95,967 | $2.9M |
| STAR Financial Bank | 1.83% | Add +15.4% | 95,790 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -7.4% | 94,627 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.0% | 93,942 | $2.8M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -0.5% | 93,164 | $2.8M |
| Captrust Financial Advisors | 0.01% | Reduce -2.0% | 88,574 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +8.0% | 88,356 | $2.7M |
| Comerica Bank | 0.01% | Add +4.5% | 88,144 | $2.7M |
| Boston Standard Wealth Management, LLC | 0.47% | Add +17.7% | 86,194 | $2.6M |
| McMill Wealth Management | 0.86% | Add +7.1% | 85,633 | $2.6M |
| Manske Wealth Management | 0.85% | Add +12.2% | 84,684 | $2.6M |
| Brian Low Financial Group, LLC | 2.38% | — | 84,184 | $2.5M |
| Ssa Swiss Advisors AG | 1.22% | Reduce -24.7% | 84,041 | $2.5M |
| Foundations Investment Advisors, LLC | 0.04% | Add +46.8% | 81,210 | $2.5M |
| Destiny Wealth Partners, LLC | 0.32% | No change | 79,791 | $2.4M |
| Mascoma Wealth Management LLC | 0.56% | Reduce -0.4% | 79,675 | $2.4M |
| Gould Asset Management LLC | 0.47% | Reduce -0.5% | 79,649 | $2.4M |
| Tower Research Capital LLC (TRC) | 0.06% | New | 79,581 | $2.4M |
| Greenberg Financial Group | 0.89% | Add +4.0% | 78,955 | $2.4M |
| Wealth Management Nebraska | 0.32% | Reduce -2.4% | 78,171 | $2.4M |
| Ameritas Advisory Services, LLC | 0.12% | Reduce -10.0% | 77,392 | $2.3M |
| OLIO Financial Planning | 0.71% | Add +6.1% | 74,766 | $2.3M |
| KMG Fiduciary Partners, LLC | 0.17% | Add +4.3% | 74,569 | $2.3M |
| PFG Advisors | 0.10% | Add +71.0% | 74,151 | $2.2M |
| GWN Securities Inc. | 0.41% | Add +129.1% | 72,954 | $2.2M |
| Mutual Advisors, LLC | 0.06% | Add +12.1% | 73,004 | $2.2M |
| Arete Wealth Advisors, LLC | 0.16% | Add +1.9% | 72,367 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -4.5% | 72,153 | $2.2M |
| Cascade Financial Partners, LLC | 0.26% | Add +16.2% | 71,807 | $2.2M |
| Sigma Planning Corp | 0.06% | Add +12.5% | 69,316 | $2.1M |
| Gilbert Capital Group, Inc. | 1.72% | — | 68,839 | $2.1M |
| Total Wealth Planning, LLC | 0.26% | Reduce -9.8% | 68,829 | $2.1M |
| Townsquare Capital LLC | 0.20% | Reduce -95.5% | 68,173 | $2.1M |
| National Bank of Canada | 0.00% | Reduce -7.3% | 68,014 | $2.1M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Reduce -5.6% | 67,605 | $2.0M |
| Portside Wealth Group, LLC | 0.30% | Add +0.3% | 67,189 | $2.0M |
| Laraway Financial Advisors Inc | 1.53% | Reduce -2.3% | 66,893 | $2.0M |
| Zacks Investment Management | 0.02% | Reduce -11.6% | 66,281 | $2.0M |
| Berkshire Asset Management LLC | 0.09% | Reduce -0.1% | 66,195 | $2.0M |
| Echo Wealth Management, LLC | 1.19% | Add +10.2% | 64,165 | $1.9M |
| Union Bancaire Privee, UBP SA | 0.03% | No change | 63,849 | $1.9M |
| 21 West Wealth Management LLC | 1.94% | — | 63,722 | $1.9M |
| MidAtlantic Capital Management, Inc. | 1.36% | Add +3.7% | 63,719 | $1.9M |
| Nilsine Partners, LLC | 0.19% | Add +15.3% | 63,508 | $1.9M |
| Betterment LLC | 0.00% | Reduce -4.1% | 62,038 | $1.9M |
| Mechanics Financial Corp | 0.78% | Add +33.2% | 60,610 | $1.8M |
| Park Avenue Securities LLC | 0.02% | New | 60,181 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +0.2% | 59,544 | $1.8M |
| Alpha Omega Wealth Management LLC | 0.32% | Add +0.8% | 59,388 | $1.8M |
| Capital Square, LLC | 0.95% | New | 59,251 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Add +85.7% | 58,764 | $1.8M |
| GeoWealth Management, LLC | 0.07% | Reduce -5.3% | 58,699 | $1.8M |
| Whitcomb & Hess, Inc. | 0.50% | Reduce -2.0% | 58,502 | $1.8M |
| Old Mission Capital LLC | 0.05% | New | 57,982 | $1.8M |
| MainStreet Investment Advisors LLC | 0.24% | Add +9.9% | 57,964 | $1.7M |
| Roundview Capital LLC | 0.12% | Reduce -0.3% | 57,890 | $1.7M |
| IHT Wealth Management, LLC | 0.05% | Reduce -26.2% | 57,784 | $1.7M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -1.8% | 57,670 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +4.7% | 56,898 | $1.7M |
| Jacobi Capital Management LLC | 0.11% | Add +13.9% | 55,803 | $1.7M |
| Two Sigma Securities, LLC | 0.20% | Reduce -46.6% | 54,906 | $1.7M |
| Lanark Financial, Inc. | 0.14% | Add +763.6% | 54,651 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.11% | Reduce -2.4% | 54,534 | $1.6M |
| Sharper & Granite LLC | 0.62% | Add +6.0% | 54,562 | $1.6M |
| Lifeworks Advisors, LLC | 0.24% | Add +4.5% | 52,873 | $1.6M |
| Meridian Financial Advisors, LLC | 1.03% | Add +11.8% | 52,643 | $1.6M |
| Sowell Financial Services LLC | 0.06% | Add +0.1% | 52,238 | $1.6M |
| Caitlin John, LLC | 1.43% | Reduce -32.1% | 51,999 | $1.6M |
| James Investment Research, Inc. | 0.19% | No change | 51,811 | $1.6M |
| Penobscot Investment Management Company, Inc. | 0.13% | Reduce -1.2% | 51,740 | $1.6M |
| Fca Corp. | 0.44% | Add +1.9% | 49,061 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -54.2% | 48,158 | $1.5M |
| Capital Investment Services of America, Inc. | 0.13% | Reduce -1.6% | 47,777 | $1.4M |
| City Holding Co. | 0.19% | Add +8.1% | 47,240 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -2.5% | 46,667 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.13% | Reduce -7.6% | 46,588 | $1.4M |
| Rockbridge Investment Management, LCC | 0.15% | Reduce -0.4% | 45,186 | $1.4M |
| Wood Tarver Financial Group, LLC | 0.40% | No change | 44,230 | $1.3M |
| Private Wealth Group, LLC | 0.71% | Add +0.4% | 43,944 | $1.3M |
| Woodmont Investment Counsel LLC | 0.09% | Reduce -34.8% | 43,882 | $1.3M |
| Barnes Pettey Financial Advisors, LLC | 0.88% | Add +9.2% | 43,844 | $1.3M |
| Argonautica Private Wealth Management, Inc. | 0.42% | Reduce -0.3% | 43,721 | $1.3M |
| Western Wealth Management, LLC | 0.08% | No change | 42,187 | $1.3M |
| Argent Trust Co | 0.05% | Reduce -21.9% | 42,035 | $1.3M |
| BLB&B Advisors, LLC | 0.06% | Reduce -5.5% | 41,991 | $1.3M |
| Engineers Gate Manager LP | 0.02% | Reduce -16.5% | 41,924 | $1.3M |
| Fonville Wealth Management LLC | 0.32% | Reduce -6.0% | 41,821 | $1.3M |
| Thrive Capital Management, LLC | 0.39% | New | 41,698 | $1.3M |
| Greenwich Wealth Management LLC | 0.06% | Add +2.5% | 41,080 | $1.2M |
| Empowered Funds, LLC | 0.01% | New | 40,836 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +19.2% | 39,105 | $1.2M |
| Zhang Financial LLC | 0.05% | Reduce -1.3% | 38,925 | $1.2M |
| Principal Securities, Inc. | 0.02% | Add +174.6% | 38,914 | $1.2M |
| Bulwark Capital Corp | 0.98% | — | 38,720 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -8.1% | 38,670 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -18.6% | 38,464 | $1.2M |
| YHB Investment Advisors, Inc. | 0.09% | Add +4.2% | 38,316 | $1.2M |
| PKS Advisory Services, LLC | 0.28% | Add +0.0% | 37,625 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | No change | 37,369 | $1.1M |
| Tritonpoint Wealth, LLC | 0.10% | Reduce -3.1% | 37,166 | $1.1M |
| Independent Financial Group, LLC | 0.03% | Add +27.2% | 37,020 | $1.1M |
| First Horizon Advisors, Inc. | 0.03% | Add +0.1% | 36,979 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -6.3% | 36,944 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -20.1% | 36,611 | $1.1M |
| Orion Capital Management LLC | 0.42% | Reduce -18.1% | 36,226 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | — | 36,152 | $1.1M |
| Tranquilli Financial Advisor LLC | 0.67% | Add +0.8% | 36,112 | $1.1M |
| Pinnacle Bancorp, Inc. | 0.34% | Add +33.8% | 36,014 | $1.1M |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -2.6% | 35,830 | $1.1M |
| M&T Bank Corp | 0.00% | Add +15.6% | 35,790 | $1.1M |
| Larson Financial Group LLC | 0.04% | Reduce -19.3% | 34,419 | $1.0M |
| Trivium Point Advisory, LLC | 0.11% | Add +1.9% | 34,166 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.14% | Reduce -7.1% | 33,266 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +5.0% | 32,719 | $988K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -16.7% | 32,309 | $975K |
| Portland Financial Advisors Inc | 2.31% | Add +20.5% | 31,931 | $964K |
| Soros Fund Management | 0.03% | Reduce -51.1% | 31,925 | $964K |
| Kohmann Bosshard Financial Services, LLC | 0.11% | Reduce -6.7% | 31,675 | $956K |
| Capital Advisory Group Advisory Services, LLC | 0.34% | Add +11.9% | 31,582 | $953K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 30,663 | $925K |
| Koss-Olinger Consulting, LLC | 0.07% | Add +0.0% | 29,627 | $894K |
| Aspire Private Capital, LLC | 0.20% | Add +0.4% | 28,939 | $874K |
| Idaho Trust Co | 0.31% | Reduce -3.3% | 28,892 | $872K |
| CoreCap Advisors, LLC | 0.04% | Reduce -93.9% | 28,836 | $871K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -12.8% | 28,640 | $865K |
| IFG Advisory, LLC | 0.04% | Reduce -13.4% | 28,533 | $861K |
| GEM Asset Management, LLC | 0.44% | Reduce -1.5% | 28,612 | $859K |
| FMR LLC | 0.00% | Add +452.5% | 27,428 | $828K |
| Advisors Asset Management, Inc. | 0.01% | Add +5.4% | 27,011 | $815K |
| Main Street Financial Solutions, LLC | 0.06% | New | 26,978 | $814K |
| Diversify Advisory Services, LLC | 0.03% | Add +119.5% | 26,831 | $809K |
| Austin Private Wealth, LLC | 0.06% | Add +17.0% | 26,535 | $801K |
| Northern Trust Corp. | 0.00% | Reduce -4.2% | 26,496 | $800K |
| Bluespring Wealth Management, LLC | 0.08% | Reduce -0.3% | 26,446 | $798K |
| MMBG Investment Advisors Co. | 0.08% | Reduce -7.1% | 26,080 | $787K |
| Millennium Management | 0.00% | Reduce -17.3% | 25,696 | $776K |
| Windward Private Wealth Management Inc. | 0.28% | Reduce -0.9% | 25,683 | $775K |
| Arrien Investments, Inc. | 0.49% | New | 25,549 | $771K |
| MA Private Wealth | 0.13% | Reduce -5.7% | 24,697 | $746K |
| Drucker Wealth 3.0, LLC | 0.14% | New | 24,562 | $738K |
| Sheets Smith Wealth Management | 0.09% | Add +3.9% | 24,327 | $734K |
| Lion Street Advisors, LLC | 0.22% | Reduce -1.2% | 24,256 | $732K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.4% | 24,241 | $732K |
| SpringVest Wealth Management LLC | 0.59% | Add +1.3% | 23,972 | $724K |
| Capstone Wealth Management Group, LLC | 0.69% | Reduce -30.9% | 23,795 | $718K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +236.3% | 23,055 | $696K |
| Integrated Wealth Concepts LLC | 0.01% | Add +10.3% | 22,743 | $687K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +8.4% | 21,897 | $661K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +9.0% | 21,884 | $661K |
| Keystone Wealth Services, LLC | 0.16% | New | 21,865 | $660K |
| Mustard Seed Financial, LLC | 0.47% | Add +3.6% | 21,548 | $651K |
| Tiemann Investment Advisors, LLC | 0.27% | Add +59.2% | 21,510 | $649K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -2.8% | 20,981 | $633K |
| Members Trust Co | 0.02% | Reduce -10.8% | 20,592 | $622K |
| Trail Ridge Investment Advisors, LLC | 0.30% | Reduce -12.0% | 20,421 | $615K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +23.3% | 19,823 | $598K |
| Gradient Capital Advisors, LLC | 0.18% | Reduce -2.5% | 19,814 | $598K |
| Bank of Montreal | 0.00% | Reduce -11.2% | 19,647 | $593K |
| Wealthstar Advisors, LLC | 0.22% | Reduce -9.2% | 19,307 | $583K |
| Mgo One Seven LLC | 0.02% | Add +20.7% | 17,715 | $535K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -16.2% | 17,417 | $526K |
| Tilson Financial Group, Inc. | 0.20% | Reduce -12.5% | 17,378 | $525K |
| Curi Capital, LLC | 0.01% | New | 17,197 | $519K |
| Astoria Portfolio Advisors LLC. | 0.14% | Reduce -66.3% | 17,075 | $514K |
| Simplicity Wealth,LLC | 0.02% | Add +119.1% | 16,720 | $505K |
| Amara Financial, Llc. | 0.44% | Add +1.1% | 16,493 | $498K |
| Beam Wealth Advisors, Inc. | 0.15% | Reduce -10.1% | 16,453 | $497K |
| Altiora Financial Group, LLC | 0.10% | Add +12.9% | 16,365 | $494K |
| Private Trust Co. NA | 0.05% | Reduce -27.1% | 16,210 | $489K |
| Vise Technologies, Inc. | 0.02% | — | 16,159 | $488K |
| Marion Wealth Management | 0.12% | Reduce -1.8% | 16,152 | $488K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -31.8% | 15,933 | $481K |
| Breakwater Investment Management | 0.19% | No change | 15,857 | $479K |
| Founders Financial Securities LLC | 0.04% | Reduce -2.2% | 15,786 | $477K |
| Savant Capital, LLC | 0.00% | Add +3.7% | 15,722 | $475K |
| Key Financial Inc | 0.10% | No change | 15,690 | $474K |
| Kestra Investment Management, LLC | 0.01% | Add +14.0% | 15,681 | $473K |
| AdvisorNet Financial, Inc | 0.03% | Add +1.6% | 15,344 | $463K |
| Bfsg, LLC | 0.05% | Add +237.0% | 15,329 | $463K |
| Stephens Group Asset Management, LLC | 0.03% | Add +9.3% | 15,279 | $461K |
| StoneX Group Inc. | 0.02% | Reduce -11.4% | 15,027 | $454K |
| Cottage Street Advisors LLC | 0.23% | No change | 14,909 | $450K |
| Cerity Partners LLC | 0.00% | Add +3.5% | 14,802 | $447K |
| United Community Bank | 0.15% | Reduce -1.7% | 14,636 | $442K |
| GK Wealth Management LLC | 0.44% | Add +34.9% | 14,634 | $442K |
| Sulzberger Capital Advisors, Inc. | 0.51% | Add +84.8% | 14,540 | $439K |
| New Hampshire Trust | 0.09% | Add +17.3% | 14,435 | $436K |
| Running Point Capital Advisors, LLC | 0.12% | Reduce -9.1% | 14,326 | $433K |
| BCK Partners, Inc. | 0.25% | Reduce -1.3% | 14,220 | $429K |
| Assetmark, Inc. | 0.00% | Reduce -0.6% | 14,179 | $428K |
| LexAurum Advisors, LLC | 0.07% | No change | 14,157 | $427K |
| Juncture Wealth Strategies, LLC | 0.15% | Reduce -0.1% | 14,148 | $427K |
| South Plains Financial, Inc. | 0.30% | Add +0.2% | 14,152 | $427K |
| Better Money Decisions, LLC | 0.26% | Add +9.0% | 13,929 | $421K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -1.1% | 13,787 | $416K |
| Destiny Capital Corp | 0.24% | No change | 13,393 | $404K |
| Lee Danner & Bass Inc. | 0.03% | No change | 13,250 | $400K |
| Alliance Wealth Advisors, LLC | 0.10% | Add +3.7% | 13,225 | $399K |
| HRT Financial LP | 0.00% | New | 12,969 | $391K |
| Fiduciary Group, LLC | 0.04% | No change | 12,923 | $390K |
| Ceeto Capital Group, LLC | 0.13% | No change | 12,500 | $377K |
| Global Assets Advisory, LLC | 0.14% | Reduce -62.2% | 12,322 | $370K |
| Integrity Financial Corp | 0.19% | Reduce -23.6% | 12,253 | $370K |
| Focus Partners Wealth | 0.00% | New | 12,134 | $366K |
| AJ Advisors, LLC | 0.16% | Reduce -11.2% | 11,974 | $362K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.35% | Add +13.1% | 11,908 | $360K |
| Windsor Capital Management, LLC | 0.10% | Reduce -2.1% | 11,862 | $358K |
| Meitav Investment House Ltd. | 0.00% | Add +43.7% | 11,799 | $356K |
| Perennial Advisors, LLC | 0.07% | New | 11,685 | $353K |
| Evergreen Capital Management LLC | 0.01% | No change | 11,530 | $348K |
| Eagle Strategies LLC | 0.05% | New | 11,407 | $344K |
| Integrity Wealth Solutions LLC | 0.17% | Add +2.8% | 11,255 | $340K |
| Lake Street Private Wealth, LLC | 0.05% | New | 11,086 | $335K |
| Narus Financial Partners, LLC | 0.10% | Reduce -26.4% | 11,015 | $333K |
| IAG Wealth Partners, LLC | 0.04% | Add +1.1% | 10,811 | $326K |
| Scott Marsh Financial, LLC | 0.12% | — | 10,725 | $324K |
| World Investment Advisors | 0.01% | Add +12.3% | 10,567 | $319K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +6.6% | 10,542 | $318K |
| Bailard, Inc. | 0.01% | Reduce -88.8% | 10,534 | $318K |
| WBH Advisory Inc. | 0.03% | Reduce -5.0% | 10,482 | $316K |
| WJ Wealth Management, LLC | 0.10% | Reduce -6.3% | 10,380 | $313K |
| Financial Network Wealth Advisors LLC | 0.37% | Reduce -1.0% | 10,206 | $308K |
| RDA Financial Network | 0.08% | Reduce -4.5% | 10,200 | $308K |
| Naples Global Advisors, LLC | 0.03% | Reduce -1.9% | 10,030 | $303K |
| Mathes Company, Inc. | 0.11% | No change | 10,000 | $302K |
| WT Wealth Management | 0.09% | No change | 10,000 | $302K |
| Leavell Investment Management, Inc. | 0.01% | New | 9,875 | $298K |
| FSA Advisors, Inc. | 0.24% | No change | 9,772 | $295K |
| Diligent Investors, LLC | 0.07% | Reduce -3.5% | 9,722 | $294K |
| 2UniFi Bank | 0.17% | No change | 9,658 | $292K |
| Augustine Asset Management Inc. | 0.08% | Add +25.6% | 9,630 | $291K |
| SkyOak Wealth, LLC | 0.06% | No change | 9,502 | $287K |
| Johnson Financial Group, Inc. | 0.01% | Add +81.0% | 9,500 | $287K |
| Reinhart Partners, Llc. | 0.01% | No change | 9,500 | $287K |
| Norden Group LLC | 0.03% | Reduce -1.1% | 9,358 | $283K |
| Narwhal Capital Management | 0.02% | Reduce -1.8% | 9,139 | $276K |
| Private Wealth Asset Management, LLC | 0.04% | Add +12.3% | 9,100 | $275K |
| PFG Investments, LLC | 0.02% | Reduce -57.2% | 8,929 | $270K |
| Kelly Financial Group LLC | 0.08% | Add +14.8% | 8,911 | $269K |
| Foronjy Financial LLC | 0.12% | — | 8,837 | $267K |
| Snowden Capital Advisors LLC | 0.01% | No change | 8,778 | $265K |
| First County Bank | 0.14% | Add +14.1% | 8,634 | $261K |
| Cedar Point Capital Partners, LLC | 0.18% | Add +2.9% | 8,626 | $260K |
| Investors Research Corp | 0.05% | Add +3.2% | 8,458 | $255K |
| Brass Tax Wealth Management, Inc. | 0.05% | Reduce -9.6% | 8,453 | $255K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -56.6% | 8,368 | $253K |
| Harbour Investments, Inc. | 0.01% | Add +7.1% | 8,300 | $251K |
| Modera Wealth Management, LLC | 0.00% | No change | 8,234 | $249K |
| Rinkey Investments | 0.07% | Add +3.4% | 8,221 | $248K |
| Capital Insight Partners, LLC | 0.04% | Reduce -96.5% | 8,108 | $245K |
| Advisor Resource Council | 0.12% | Reduce -96.7% | 8,103 | $245K |
| Hunter Associates Investment Management LLC | 0.04% | Reduce -0.4% | 8,053 | $244K |
| Graypoint LLC | 0.01% | New | 8,031 | $242K |
| Obermeyer Wealth Partners | 0.01% | No change | 7,984 | $241K |
| Phillips Financial Management, LLC | 0.02% | No change | 7,944 | $240K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +6.7% | 7,941 | $240K |
| Brown Advisory Inc. | 0.00% | Add +11.7% | 7,817 | $236K |
| Legacy Wealth Management, LLC / MS | 0.07% | New | 7,806 | $236K |
| J. Safra Sarasin Holding AG | 0.00% | No change | 7,754 | $234K |
| XTX Topco Ltd | 0.01% | New | 7,699 | $232K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -97.0% | 7,618 | $230K |
| Cadent Capital Advisors, LLC | 0.07% | Add +1.2% | 7,589 | $229K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 7,587 | $229K |
| Traction Financial Partners, LLC | 0.15% | New | 7,568 | $228K |
| Activest Wealth Management | 0.06% | Add +1.2% | 7,549 | $228K |
| Keener Financial Planning LLC | 0.11% | Reduce -13.2% | 7,508 | $226K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -22.3% | 7,428 | $224K |
| XY Planning Network, Inc. | 0.07% | New | 7,287 | $220K |
| Towercrest Capital Management | 0.04% | Reduce -3.3% | 7,488 | $219K |
| AMG National Trust Bank | 0.01% | New | 7,252 | $219K |
| Uptown Financial Advisors LLC | 0.20% | No change | 7,115 | $215K |
| Cypress Financial Planning LLC | 0.07% | Add +1.2% | 7,109 | $215K |
| NBT Bank, N.A. | 0.01% | No change | 7,085 | $214K |
| Headland Capital, LLC | 0.06% | Reduce -14.6% | 7,059 | $213K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 7,000 | $211K |
| New Century Financial Group, LLC | 0.25% | Reduce -75.9% | 6,998 | $211K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -8.8% | 6,951 | $210K |
| Maia Wealth LLC | 0.04% | New | 6,918 | $209K |
| Alliance Wealth Management Group | 0.05% | Reduce -3.4% | 7,110 | $208K |
| Colton Groome Financial Advisors, LLC | 0.07% | New | 6,841 | $207K |
| Key Client Fiduciary Advisors, LLC | 0.08% | Reduce -11.3% | 6,740 | $203K |
| AE Wealth Management LLC | 0.00% | Reduce -50.3% | 6,593 | $199K |
| HFM Investment Advisors, LLC | 0.08% | Reduce -5.7% | 6,343 | $191K |
| Traub Capital Management LLC | 0.18% | — | 6,304 | $190K |
| Rialto Wealth Management, LLC | 0.05% | Add +75.9% | 5,751 | $174K |
| Graney & King, LLC | 0.11% | Add +0.4% | 5,669 | $171K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.2% | 5,502 | $166K |
| UMB Bank, n.a. | 0.00% | No change | 5,500 | $166K |
| Anchor Investment Management, LLC | 0.01% | Reduce -48.5% | 5,000 | $151K |
| Westside Investment Management, Inc. | 0.03% | Add +18.4% | 4,500 | $136K |
| Y.D. More Investments Ltd | 0.01% | Add +44.8% | 4,460 | $134K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 4,432 | $134K |
| Fifth Third Bancorp | 0.00% | New | 4,309 | $130K |
| Arax Advisory Partners | 0.01% | Reduce -13.0% | 4,220 | $127K |
| TCTC Holdings, LLC | 0.00% | New | 4,213 | $127K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 3,839 | $116K |
| Blue Trust, Inc. | 0.00% | No change | 3,600 | $109K |
| Princeton Global Asset Management LLC | 0.02% | Add +1.2% | 3,475 | $105K |
| IFP Advisors, Inc | 0.00% | Reduce -1.2% | 3,437 | $104K |
| Optimum Investment Advisors | 0.04% | No change | 3,300 | $100K |
| Riverview Trust Co | 0.12% | New | 3,280 | $99K |
| Capital Analysts, LLC | 0.00% | Add +1.1% | 2,931 | $89K |
| MGB Wealth Management, LLC | 0.03% | No change | 2,850 | $86K |
| Crews Bank & Trust | 0.01% | No change | 2,710 | $82K |
| Nalls Sherbakoff Group, LLC | 0.05% | New | 2,500 | $75K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,475 | $75K |
| Vestor Capital, LLC | 0.01% | New | 435 | $73K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 2,371 | $71K |
| Sound Income Strategies, LLC | 0.00% | Add +496.9% | 2,310 | $70K |
| LRI Investments, LLC | 0.01% | Reduce -1.4% | 2,256 | $68K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -9.8% | 2,110 | $64K |
| Allworth Financial LP | 0.00% | Add +65.2% | 2,092 | $63K |
| TD Capital Management LLC | 0.01% | No change | 2,045 | $62K |
| American Capital Advisory, LLC | 0.03% | No change | 2,000 | $60K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +88.4% | 1,905 | $58K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -12.6% | 1,850 | $56K |
| Affinity Wealth LLC | 0.05% | New | 1,784 | $54K |
| Iron Horse Wealth Management, LLC | 0.02% | Reduce -3.2% | 1,766 | $53K |
| Wells Financial Advisors INC | 0.07% | Reduce -51.5% | 1,696 | $51K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,690 | $51K |
| Kennebec Savings Bank | 0.05% | Reduce -1.4% | 1,639 | $49K |
| CX Institutional | 0.00% | Reduce -50.3% | 1,602 | $48K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -86.9% | 1,514 | $46K |
| Talon Private Wealth, LLC | 0.01% | New | 1,450 | $44K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 1,380 | $42K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,325 | $40K |
| MJT & Associates Financial Advisory Group, Inc. | 0.05% | No change | 1,251 | $38K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 1,210 | $37K |
| Friedenthal Financial | 0.02% | New | 1,191 | $36K |
| Ancora Advisors LLC | 0.00% | No change | 1,080 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 982 | $30K |
| Oakworth Capital, Inc. | 0.00% | No change | 902 | $27K |
| Stephens Consulting, LLC | 0.01% | Reduce -57.6% | 872 | $26K |
| Exchange Traded Concepts, LLC | 0.00% | New | 857 | $26K |
| Financial Gravity Companies, Inc. | 0.00% | — | 764 | $23K |
| Winch Advisory Services, LLC | 0.01% | Reduce -10.6% | 728 | $22K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 713 | $22K |
| WestEnd Advisors, LLC | 0.00% | Add +77.0% | 685 | $21K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 615 | $19K |
| SouthState Bank Corp | 0.00% | New | 612 | $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 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 484 | $15K |
| Delos Wealth Advisors, LLC | 0.01% | New | 459 | $14K |
| Millstone Evans Group, LLC | 0.01% | No change | 459 | $14K |
| Hoese & Co LLP | 0.01% | No change | 408 | $12K |
| Brooklyn Investment Group | 0.00% | New | 402 | $12K |
| Hantz Financial Services, Inc. | 0.00% | New | 402 | $12K |
| Silicon Valley Capital Partners | 0.00% | New | 371 | $11K |
| Headlands Technologies LLC | 0.00% | New | 360 | $11K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +20.1% | 353 | $11K |
| Motco | 0.00% | No change | 327 | $10K |
| WealthShield Partners, LLC | 0.00% | Add +60.0% | 320 | $10K |
| Sunbelt Securities, Inc. | 0.00% | New | 274 | $8K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 252 | $8K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 226 | $7K |
| Ridgewood Investments LLC | 0.00% | No change | 209 | $6K |
| Aventura Private Wealth, LLC | 0.00% | No change | 199 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 185 | $6K |
| MAI Capital Management | 0.00% | New | 176 | $5K |
| Bogart Wealth, LLC | 0.00% | Add +42.2% | 155 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -8.7% | 137 | $4K |
| Franklin Resources Inc. | 0.00% | Reduce -89.4% | 136 | $4K |
| EPG Wealth Management LLC | 0.00% | New | 133 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | — | 132 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 132 | $4K |
| Citigroup Inc. | 0.00% | Reduce -26.4% | 128 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 121 | $4K |
| Bellwether Advisors, LLC | 0.00% | No change | 117 | $4K |
| BNP Paribas Financial Markets | 0.00% | Reduce -87.4% | 113 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 101 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -99.7% | 92 | $3K |
| WFA of San Diego, LLC | 0.00% | — | 76 | $2K |
| Virtus Fixed Income Advisers, LLC | 0.00% | — | 72 | $2K |
| Ballast Advisors LLC | 0.00% | New | 70 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 58 | $2K |
| FWL Investment Management, LLC | 0.00% | No change | 52 | $2K |
| Park Square Financial Group, LLC | 0.00% | New | 43 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 42 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -63.2% | 35 | $1K |
| Transce3nd, LLC | 0.00% | No change | 31 | $936 |
| Golden State Wealth Management, LLC | 0.00% | Reduce -95.8% | 21 | $634 |
| Addison Advisors LLC | 0.00% | No change | 20 | $604 |
| Choate Investment Advisors | 0.00% | New | 2 | $61 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 1 | $31 |
| Barclays PLC | 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.