SS SPDR P St C Corp. ETFSPSBETF
13F holders, Q3 2025 (September 30)548holders −13
44new positions
47sold out
6famous investors
$30.29avg. 13F price*
At the end of Q3 2025, 548 institutions reported holding SS SPDR P St C Corp. ETF (SPSB) in their 13F filings, down 13 from Q2 2025. 44 opened new positions and 47 sold out. The largest holders were Creative Planning ($1.5B), Valmark Advisers, Inc. ($254.3M) and LPL Financial LLC ($239.5M). 6 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 Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- SS SPDR P St C Corp. ETF
- Filed as
- SPDR SERIES TRUST (Q3 2025)
- CUSIP
- 78464A474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $63.4M |
| Exits | 47 | $80.1M |
All 13F filers, Q2 2025 → Q3 2025: 21,365,370 shares bought and 40,068,230 shares sold, net −18,702,860 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 548 holders
| Creative Planning | 1.13% | Add +7.5% | 48,756,348 | $1.5B |
| Valmark Advisers, Inc. | 3.29% | Add +4.7% | 8,397,084 | $254.3M |
| LPL Financial LLC | 0.07% | Add +5.1% | 7,907,209 | $239.5M |
| Morgan Stanley | 0.01% | Add +2.3% | 7,694,368 | $233.1M |
| Bank of America Corp. | 0.01% | Add +0.1% | 4,923,010 | $149.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +19.1% | 4,620,146 | $139.9M |
| Allstate Corp. | 3.02% | Add +99.4% | 4,375,565 | $132.5M |
| Baird Financial Group, Inc. | 0.21% | Add +15.1% | 4,374,214 | $132.5M |
| Advisory Alpha, LLC | 3.57% | Add +10.1% | 4,235,356 | $128.0M |
| Royal Bank of Canada | 0.02% | Add +625.3% | 3,894,650 | $118.0M |
| State Street Corp. | 0.00% | Reduce -6.2% | 3,277,242 | $99.3M |
| MCF Advisors LLC | 5.36% | Add +31.5% | 2,888,561 | $87.5M |
| Wells Fargo & Company | 0.01% | Add +0.6% | 2,407,842 | $72.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +21.3% | 2,176,246 | $65.9M |
| Ameriprise Financial Inc. | 0.01% | Add +5.2% | 2,154,296 | $65.3M |
| Rockwood Wealth Management, LLC | 5.16% | Add +4.4% | 2,132,703 | $64.6M |
| Renaissance Technologies | 0.08% | Reduce -15.9% | 2,072,017 | $62.8M |
| UBS Group AG | 0.01% | Add +16.5% | 2,067,175 | $62.6M |
| PNC Financial Services Group, Inc. | 0.04% | Add +5.5% | 1,975,232 | $59.8M |
| Mariner, LLC | 0.07% | Reduce -2.3% | 1,689,257 | $51.2M |
| Cetera Investment Advisers | 0.06% | Add +67.7% | 1,623,392 | $49.2M |
| Rodgers & Associates, LTD | 5.04% | Add +3.2% | 1,615,193 | $48.9M |
| Osaic Holdings, Inc. | 0.06% | Add +13.8% | 1,529,925 | $46.3M |
| Tiaa Trust, National Association | 0.10% | Reduce -1.8% | 1,310,457 | $39.7M |
| BIP Wealth, LLC | 1.93% | Add +82.9% | 1,289,399 | $39.1M |
| Arkansas Financial Group, Inc. | 5.64% | Add +5.6% | 1,264,431 | $38.3M |
| Gemmer Asset Management LLC | 2.82% | Add +8.2% | 1,156,873 | $35.0M |
| Orange Investment Advisors, Inc. | 3.64% | Add +6.5% | 1,155,275 | $35.0M |
| Willow Creek Wealth Management Inc. | 2.76% | Add +3.5% | 1,107,756 | $33.6M |
| Fisher Asset Management | 0.01% | Reduce -17.3% | 1,105,148 | $33.5M |
| Strategic Point Investment Advisors, LLC | 4.71% | Add +2.2% | 1,083,462 | $32.8M |
| Strategic Wealth Partners, Ltd. | 2.42% | Add +1.9% | 1,070,072 | $32.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5.07% | Add +0.1% | 1,041,914 | $31.6M |
| Capital Wealth Management, LLC | 10.85% | Add +1.2% | 1,029,121 | $31.2M |
| Concord Wealth Partners | 4.28% | Add +6.1% | 1,024,923 | $31.0M |
| Concord Asset Management, LLC | 5.51% | Add +3.7% | 1,001,020 | $30.3M |
| Raymond James Financial Inc. | 0.01% | Add +86.9% | 993,528 | $30.1M |
| Walker Financial Services, Inc. | 11.45% | Reduce -26.9% | 971,798 | $29.4M |
| Capital Advisors Inc. | 0.48% | Reduce -0.3% | 940,810 | $28.5M |
| Cohen & Steers, Inc. | 0.05% | Reduce -6.0% | 940,822 | $28.5M |
| McCarthy Asset Management, Inc. | 17.41% | Add +1.6% | 895,438 | $27.1M |
| Modern Wealth Management, LLC | 0.49% | Add +16.6% | 821,996 | $24.9M |
| Flagstone Financial Management | 6.52% | Add +5.7% | 816,255 | $24.7M |
| First Command Advisory Services, Inc. | 0.18% | Add +706.6% | 803,793 | $24.3M |
| Occidental Asset Management, LLC | 3.04% | Add +1.1% | 799,016 | $24.2M |
| Wealthspire Retirement, LLC | 1.41% | Add +13.5% | 731,634 | $22.2M |
| Horizon Investments, LLC | 0.29% | Add +1.6% | 736,580 | $22.1M |
| Cwm, LLC | 0.07% | Add +0.3% | 719,406 | $21.8M |
| Waverly Advisors, LLC | 0.21% | Reduce -27.1% | 705,304 | $21.4M |
| Winthrop Capital Management, LLC | 4.99% | Add +2.7% | 681,706 | $20.6M |
| Cedar Mountain Advisors, LLC | 4.01% | Reduce -2.9% | 679,979 | $20.6M |
| Geneos Wealth Management Inc. | 0.51% | Add +3.8% | 661,842 | $20.0M |
| Cherry Tree Wealth Management, LLC | 4.26% | Add +4.9% | 640,765 | $19.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.7% | 603,221 | $18.2M |
| Swmg, LLC | 5.51% | Add +26.0% | 600,894 | $18.2M |
| Litman Gregory Wealth Management LLC | 1.34% | Reduce -20.3% | 596,546 | $18.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +5.7% | 575,126 | $17.4M |
| Hardy Reed LLC | 1.24% | No change | 556,678 | $16.9M |
| Atria Investments, Inc | 0.19% | Add +29.4% | 544,819 | $16.5M |
| Horizon Financial Services, LLC | 7.43% | Add +5.5% | 514,153 | $15.6M |
| Manning & Napier Advisors LLC | 0.19% | Reduce -5.8% | 504,406 | $15.3M |
| NorthCoast Asset Management LLC | 0.06% | Reduce -11.0% | 497,285 | $15.1M |
| US Bancorp \de | 0.02% | Reduce -2.2% | 482,451 | $14.6M |
| Dynamic Advisor Solutions LLC | 0.42% | Add +9.5% | 479,199 | $14.5M |
| Woodside Wealth Management LLC | 11.25% | Add +1.3% | 470,987 | $14.3M |
| Kingsview Wealth Management, LLC | 0.22% | Add +5.3% | 466,205 | $14.1M |
| Smithfield Trust Co | 0.62% | Add +0.7% | 456,959 | $13.8M |
| Saiph Capital, LLC | 4.98% | Reduce -2.8% | 456,357 | $13.8M |
| Cornerstone Management, Inc. | 2.28% | Add +4.1% | 454,284 | $13.8M |
| Red Cedar Investment Management, LLC | 1.60% | No change | 450,568 | $13.6M |
| Advisory Services Network, LLC | 0.20% | Add +4.6% | 446,824 | $13.5M |
| Pinnacle Financial Partners Inc | 0.32% | Add +13.1% | 439,940 | $13.3M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -2.9% | 430,294 | $13.0M |
| Rogco, LP | 4.52% | Add +7.1% | 425,212 | $12.9M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +640.1% | 421,118 | $12.8M |
| Jane Street Group, LLC | 0.01% | New | 417,311 | $12.6M |
| RFG Advisory, LLC | 0.25% | Add +1.9% | 405,146 | $12.3M |
| SimpliFi, Inc. | 5.21% | Reduce -1.1% | 401,874 | $12.2M |
| Kraft, Davis & Associates, LLC | 2.95% | Add +2.6% | 401,093 | $12.1M |
| Certified Advisory Corp | 1.10% | Add +2.1% | 382,937 | $11.6M |
| Private Advisor Group, LLC | 0.06% | Reduce -23.6% | 375,212 | $11.4M |
| Timonier Family Office, LTD. | 3.43% | Add +12.4% | 345,532 | $10.5M |
| Equitable Holdings, Inc. | 0.08% | Add +15.3% | 339,476 | $10.3M |
| Creative Financial Designs Inc. | 0.66% | Add +0.2% | 323,206 | $9.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.2% | 312,894 | $9.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.0% | 311,700 | $9.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -27.1% | 310,664 | $9.4M |
| Fairview Capital Investment Management, LLC | 0.47% | Add +0.7% | 303,569 | $9.2M |
| Wrapmanager Inc. | 2.82% | Reduce -28.8% | 302,492 | $9.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -5.7% | 300,310 | $9.1M |
| Truefg, LLC | 2.49% | Add +4.5% | 296,981 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.0% | 274,118 | $8.3M |
| Integrity Alliance, Llc. | 0.39% | Add +9.9% | 270,911 | $8.2M |
| Pacific Capital Wealth Advisors, Inc. | 1.38% | Add +17.5% | 263,178 | $8.0M |
| Old Mission Capital LLC | 0.28% | Add +351.6% | 261,854 | $7.9M |
| Summit Financial, LLC | 0.12% | New | 251,218 | $7.6M |
| Fortune 45 LLC | 3.80% | Add +20.1% | 247,515 | $7.5M |
| Quattro Financial Advisors LLC | 2.29% | Reduce -2.8% | 238,552 | $7.2M |
| Money Concepts Capital Corp. | 0.44% | Add +6.6% | 235,821 | $7.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -16.1% | 234,207 | $7.1M |
| Courier Capital LLC | 0.40% | Add +2.5% | 232,588 | $7.0M |
| DAVENPORT & Co LLC | 0.04% | Add +17.3% | 230,831 | $7.0M |
| Municipal Employees' Retirement System of Michigan | 0.08% | No change | 228,061 | $6.9M |
| Impact Partnership Wealth, LLC | 1.02% | Reduce -32.6% | 227,299 | $6.9M |
| Eagle Strategies LLC | 0.88% | Add +1809.1% | 217,768 | $6.6M |
| Elevation Point Wealth Partners, LLC | 0.46% | New | 216,768 | $6.6M |
| Vestmark Advisory Solutions, Inc. | 0.13% | New | 216,768 | $6.6M |
| GAMMA Investing LLC | 0.35% | Add +6.5% | 209,712 | $6.4M |
| MML Investors Services, LLC | 0.02% | Reduce -6.5% | 204,606 | $6.2M |
| Allen Investment Management, LLC | 0.07% | No change | 204,584 | $6.2M |
| Westover Capital Advisors, LLC | 1.13% | Add +1.2% | 202,058 | $6.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.12% | Reduce -10.0% | 191,495 | $5.8M |
| Delta Asset Management LLC | 0.48% | Reduce -0.8% | 186,044 | $5.6M |
| Martin Capital Partners, LLC | 2.17% | Reduce -6.6% | 184,796 | $5.6M |
| &partners | 0.04% | Reduce -3.5% | 184,047 | $5.6M |
| Burling Wealth Partners, LLC | 0.91% | Add +26.0% | 182,212 | $5.5M |
| Badgley Phelps Wealth Managers, LLC | 0.12% | Add +3.2% | 181,480 | $5.5M |
| Midwest Trust Co | 0.07% | Reduce -4.7% | 180,713 | $5.5M |
| TD Private Client Wealth LLC | 0.12% | Add +27.6% | 179,751 | $5.4M |
| CreativeOne Wealth, LLC | 0.13% | Reduce -18.1% | 178,236 | $5.4M |
| Hilltop Holdings Inc. | 0.27% | Add +2.7% | 170,879 | $5.2M |
| Cannon Wealth Management Services, LLC | 3.88% | Reduce -5.7% | 169,327 | $5.1M |
| Gotham Asset Management | 0.02% | New | 166,116 | $5.0M |
| Staley Capital Advisers Inc. | 0.21% | Add +7.3% | 164,985 | $5.0M |
| Destination Wealth Management | 0.14% | Reduce -8.7% | 164,394 | $5.0M |
| All Terrain Financial Advisors, LLC | 1.58% | Reduce -0.6% | 161,986 | $4.9M |
| Prospera Financial Services Inc | 0.08% | Add +11.6% | 161,195 | $4.9M |
| Gibbs Wealth Management | 1.10% | Reduce -19.5% | 161,119 | $4.9M |
| Marmo Financial Group, LLC | 2.35% | New | 160,455 | $4.9M |
| Signet Financial Management, LLC | 0.56% | Reduce -1.9% | 159,905 | $4.8M |
| Revisor Wealth Management LLC | 1.64% | Add +2.7% | 157,106 | $4.7M |
| Parsons Capital Management Inc. | 0.26% | Add +38.4% | 153,327 | $4.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -23.5% | 152,690 | $4.6M |
| RiverGlades Family Offices LLC | 2.73% | Add +18.8% | 147,597 | $4.5M |
| Eukles Asset Management | 1.74% | Add +7.9% | 147,328 | $4.5M |
| Bush Investment Group, LLC | 2.57% | Add +4.3% | 143,368 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.1% | 141,150 | $4.3M |
| HM Payson & Co. | 0.06% | Add +1.6% | 140,867 | $4.3M |
| Parcion Private Wealth LLC | 0.26% | Reduce -1.9% | 137,685 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.0% | 135,937 | $4.1M |
| Silver Lake Advisory, LLC | 1.64% | Add +1.5% | 135,738 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +7.3% | 135,724 | $4.1M |
| Freestone Capital Holdings, LLC | 0.12% | New | 134,247 | $4.1M |
| CGN Advisors LLC | 0.32% | Reduce -2.3% | 130,322 | $3.9M |
| Orin Green Financial, LLC | 1.55% | Add +0.4% | 128,243 | $3.9M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Reduce -6.7% | 122,449 | $3.7M |
| IRON Financial LLC | 1.74% | Reduce -0.2% | 119,717 | $3.6M |
| Pineridge Advisors LLC | 1.03% | Reduce -10.0% | 118,886 | $3.6M |
| Aspetuck Financial Management LLC | 2.46% | Reduce -0.2% | 118,419 | $3.6M |
| Rosenberg Matthew Hamilton | 0.77% | Reduce -0.8% | 117,270 | $3.6M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -64.6% | 117,004 | $3.5M |
| Avior Wealth Management, LLC | 0.11% | Reduce -3.3% | 115,502 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +16.5% | 113,573 | $3.4M |
| Eagle Global Advisors LLC | 0.13% | No change | 109,350 | $3.3M |
| STAR Financial Bank | 1.95% | Add +13.7% | 108,940 | $3.3M |
| Vista Investment Management | 1.15% | Add +1.7% | 108,703 | $3.3M |
| Whittier Trust Co. | 0.04% | No change | 108,381 | $3.3M |
| DGS Capital Management, LLC | 0.60% | Add +4.8% | 107,783 | $3.3M |
| HRT Financial LP | 0.01% | Add +676.5% | 100,707 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Add +88222.1% | 99,804 | $3.0M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -25.3% | 99,527 | $3.0M |
| MassMutual Private Wealth & Trust, FSB | 0.08% | Reduce -4.8% | 99,159 | $3.0M |
| McMill Wealth Management | 0.85% | Add +15.4% | 98,782 | $3.0M |
| Consolidated Portfolio Review Corp | 0.38% | Reduce -9.2% | 98,502 | $3.0M |
| Stephens Inc. | 0.04% | Reduce -0.1% | 98,231 | $3.0M |
| Dynamic Wealth Strategies, LLC | 1.96% | Reduce -3.7% | 96,938 | $2.9M |
| Foundations Investment Advisors, LLC | 0.04% | Add +19.4% | 96,927 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -2.8% | 91,980 | $2.8M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | New | 89,982 | $2.7M |
| Boston Standard Wealth Management, LLC | 0.45% | Add +3.5% | 89,222 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -73.9% | 88,932 | $2.7M |
| Cascade Financial Partners, LLC | 0.31% | Add +23.6% | 88,785 | $2.7M |
| GTS Securities LLC | 0.10% | Reduce -46.3% | 88,539 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -0.5% | 87,904 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.1% | 87,311 | $2.6M |
| Captrust Financial Advisors | 0.01% | Reduce -1.6% | 87,130 | $2.6M |
| Manske Wealth Management | 0.80% | Add +1.2% | 85,687 | $2.6M |
| Ssa Swiss Advisors AG | 1.20% | Add +1.5% | 85,328 | $2.6M |
| Comerica Bank | 0.01% | Reduce -4.3% | 84,316 | $2.6M |
| Wealth Management Nebraska | 0.29% | Add +3.8% | 81,153 | $2.5M |
| Brian Low Financial Group, LLC | 1.90% | Reduce -3.8% | 81,017 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Reduce -41.6% | 80,405 | $2.4M |
| Destiny Wealth Partners, LLC | 0.30% | No change | 79,791 | $2.4M |
| Corient Private Wealth LP | 0.00% | Add +10.1% | 79,414 | $2.4M |
| Gould Asset Management LLC | 0.45% | Reduce -0.4% | 79,329 | $2.4M |
| Arete Wealth Advisors, LLC | 0.15% | Add +9.1% | 78,943 | $2.4M |
| Mascoma Wealth Management LLC | 0.52% | Reduce -1.3% | 78,608 | $2.4M |
| Tradewinds Capital Management, LLC | 0.53% | Reduce -24.0% | 78,371 | $2.4M |
| Mutual Advisors, LLC | 0.05% | Add +3.9% | 75,827 | $2.3M |
| PFG Advisors | 0.09% | Add +2.0% | 75,644 | $2.3M |
| Whalen Wealth Management Inc. | 1.33% | New | 74,998 | $2.3M |
| OLIO Financial Planning | 0.66% | Reduce -1.4% | 73,728 | $2.2M |
| Arrien Investments, Inc. | 1.29% | Add +186.1% | 73,089 | $2.2M |
| KMG Fiduciary Partners, LLC | 0.15% | Reduce -3.8% | 71,702 | $2.2M |
| Auour Investments LLC | 0.70% | Reduce -43.0% | 71,209 | $2.2M |
| Sigma Planning Corp | 0.06% | Add +2.3% | 70,928 | $2.1M |
| Total Wealth Planning, LLC | 0.24% | Add +1.0% | 69,515 | $2.1M |
| Union Bancaire Privee, UBP SA | 0.03% | Add +8.7% | 69,422 | $2.1M |
| Gilbert Capital Group, Inc. | 1.60% | Reduce -0.9% | 68,220 | $2.1M |
| Trilogy Capital Inc. | 0.10% | Reduce -32.2% | 68,157 | $2.1M |
| Portside Wealth Group, LLC | 0.29% | Add +1.4% | 68,146 | $2.1M |
| National Bank of Canada | 0.00% | No change | 68,014 | $2.1M |
| Echo Wealth Management, LLC | 1.19% | Add +5.1% | 67,433 | $2.0M |
| Mechanics Financial Corp | 0.77% | Add +10.9% | 67,240 | $2.0M |
| Engineers Gate Manager LP | 0.02% | Add +59.0% | 66,666 | $2.0M |
| Laraway Financial Advisors Inc | 1.38% | Reduce -0.4% | 66,617 | $2.0M |
| Jacobi Capital Management LLC | 0.12% | Add +19.2% | 66,538 | $2.0M |
| Berkshire Asset Management LLC | 0.09% | Reduce -0.3% | 66,019 | $2.0M |
| Zacks Investment Management | 0.02% | Reduce -2.5% | 64,652 | $2.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Add +8.3% | 63,610 | $1.9M |
| MidAtlantic Capital Management, Inc. | 1.30% | Reduce -1.5% | 62,750 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +60.9% | 62,211 | $1.9M |
| Western Wealth Management, LLC | 0.10% | Add +47.0% | 61,999 | $1.9M |
| Lanark Financial, Inc. | 0.14% | Add +13.1% | 61,807 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +2.4% | 60,956 | $1.8M |
| Capital Square, LLC | 0.94% | Add +2.7% | 60,831 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +4.9% | 60,515 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Reduce -11.5% | 59,805 | $1.8M |
| GeoWealth Management, LLC | 0.07% | Add +1.5% | 59,588 | $1.8M |
| Alpha Omega Wealth Management LLC | 0.30% | Reduce -0.8% | 58,919 | $1.8M |
| Whitcomb & Hess, Inc. | 0.46% | Add +0.1% | 58,569 | $1.8M |
| Sharper & Granite LLC | 0.63% | Add +6.2% | 57,930 | $1.8M |
| IHT Wealth Management, LLC | 0.04% | Reduce -1.6% | 56,884 | $1.7M |
| Meridian Financial Advisors, LLC | 0.97% | Add +8.0% | 56,843 | $1.7M |
| M Holdings Securities, Inc. | 0.36% | Reduce -89.4% | 56,494 | $1.7M |
| APS Management Group, Inc. | 1.49% | — | 55,375 | $1.7M |
| Empowered Funds, LLC | 0.02% | Add +35.4% | 55,278 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.11% | Reduce -0.5% | 54,257 | $1.6M |
| City Holding Co. | 0.20% | Add +13.4% | 53,573 | $1.6M |
| MainStreet Investment Advisors LLC | 0.21% | Reduce -9.7% | 52,359 | $1.6M |
| Lifeworks Advisors, LLC | 0.21% | Reduce -1.3% | 52,200 | $1.6M |
| James Investment Research, Inc. | 0.17% | No change | 51,811 | $1.6M |
| Penobscot Investment Management Company, Inc. | 0.12% | No change | 51,740 | $1.6M |
| Seven Mile Advisory | 0.26% | New | 51,558 | $1.6M |
| Sowell Financial Services LLC | 0.06% | Reduce -2.8% | 50,787 | $1.5M |
| Caitlin John, LLC | 1.07% | Reduce -2.5% | 50,672 | $1.5M |
| Fca Corp. | 0.43% | Add +3.2% | 50,609 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +36.1% | 49,817 | $1.5M |
| Blair William & Co. | 0.00% | Add +6.0% | 49,492 | $1.5M |
| Compass Financial Group, Inc. | 0.67% | Reduce -53.8% | 49,371 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +476.0% | 48,202 | $1.5M |
| Sei Investments Co. | 0.00% | Reduce -55.7% | 47,761 | $1.4M |
| Drucker Wealth 3.0, LLC | 0.25% | Add +92.3% | 47,223 | $1.4M |
| Roundview Capital LLC | 0.09% | Reduce -19.1% | 46,820 | $1.4M |
| Capital Investment Services of America, Inc. | 0.13% | Reduce -2.1% | 46,777 | $1.4M |
| Koshinski Asset Management, Inc. | 0.10% | Add +28.0% | 45,870 | $1.4M |
| Portland Financial Advisors Inc | 2.92% | Add +41.6% | 45,218 | $1.4M |
| Barnes Pettey Financial Advisors, LLC | 0.75% | Add +2.6% | 45,004 | $1.4M |
| Woodmont Investment Counsel LLC | 0.09% | No change | 43,882 | $1.3M |
| Rockbridge Investment Management, LCC | 0.13% | Reduce -3.6% | 43,574 | $1.3M |
| Wescott Financial Advisory Group, LLC | 0.12% | Reduce -7.4% | 43,142 | $1.3M |
| Zhang Financial LLC | 0.05% | Add +9.1% | 42,465 | $1.3M |
| Argent Trust Co | 0.05% | Add +0.9% | 42,421 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +8.1% | 42,258 | $1.3M |
| Fonville Wealth Management LLC | 0.29% | Add +0.4% | 41,998 | $1.3M |
| Prosperity Consulting Group, LLC | 0.06% | New | 41,997 | $1.3M |
| Wood Tarver Financial Group, LLC | 0.37% | Reduce -5.3% | 41,906 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -30.4% | 41,902 | $1.3M |
| Greenwich Wealth Management LLC | 0.06% | Add +1.8% | 41,805 | $1.3M |
| GEM Asset Management, LLC | 0.60% | Add +46.0% | 41,759 | $1.3M |
| Smith, Moore & Co. | 0.10% | New | 41,524 | $1.3M |
| Millennium Management | 0.00% | Add +59.0% | 40,860 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Reduce -58.0% | 40,337 | $1.2M |
| Two Sigma Securities, LLC | 0.18% | Reduce -27.5% | 39,783 | $1.2M |
| Thrive Capital Management, LLC | 0.31% | Reduce -5.0% | 39,591 | $1.2M |
| Diversify Advisory Services, LLC | 0.04% | Add +45.7% | 39,104 | $1.2M |
| Tritonpoint Wealth, LLC | 0.10% | Add +4.7% | 38,913 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Add +4.6% | 38,647 | $1.2M |
| Private Wealth Group, LLC | 0.58% | Reduce -12.9% | 38,255 | $1.2M |
| BLB&B Advisors, LLC | 0.05% | Reduce -9.1% | 38,162 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +2.2% | 37,825 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | No change | 37,369 | $1.1M |
| Tranquilli Financial Advisor LLC | 0.67% | Add +3.1% | 37,251 | $1.1M |
| Orion Capital Management LLC | 0.39% | Add +1.1% | 36,642 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | Add +1.1% | 36,565 | $1.1M |
| Pinnacle Bancorp, Inc. | 0.32% | Add +0.2% | 36,084 | $1.1M |
| Betterment LLC | 0.00% | Reduce -42.1% | 35,942 | $1.1M |
| Trivium Point Advisory, LLC | 0.11% | Add +4.0% | 35,525 | $1.1M |
| YHB Investment Advisors, Inc. | 0.08% | Reduce -7.8% | 35,343 | $1.1M |
| Bfsg, LLC | 0.10% | Add +118.5% | 33,499 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.13% | Add +0.0% | 33,272 | $1.0M |
| Capital Advisory Group Advisory Services, LLC | 0.30% | Add +1.6% | 32,104 | $972K |
| Soros Fund Management | 0.02% | No change | 31,925 | $967K |
| AQR Capital Management | 0.00% | New | 31,745 | $962K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -3.7% | 31,117 | $943K |
| GWN Securities Inc. | 0.22% | Reduce -57.5% | 30,980 | $939K |
| Kohmann Bosshard Financial Services, LLC | 0.10% | Reduce -2.2% | 30,965 | $938K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 30,663 | $926K |
| Aspire Private Capital, LLC | 0.20% | Add +2.7% | 29,712 | $900K |
| Koss-Olinger Consulting, LLC | 0.07% | No change | 29,627 | $894K |
| IFG Advisory, LLC | 0.04% | Add +2.7% | 29,305 | $888K |
| Flow Traders U.S. LLC | 0.04% | Reduce -70.4% | 29,233 | $885K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.3% | 28,683 | $869K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.5% | 28,490 | $863K |
| Intrua Financial, LLC | 0.10% | New | 28,415 | $861K |
| Bluespring Wealth Management, LLC | 0.07% | Add +7.2% | 28,350 | $859K |
| Advisors Asset Management, Inc. | 0.01% | Add +4.0% | 28,095 | $851K |
| Larson Financial Group LLC | 0.03% | Reduce -19.0% | 27,877 | $844K |
| CoreCap Advisors, LLC | 0.03% | Reduce -3.5% | 27,817 | $843K |
| Farther Finance Advisors, LLC | 0.01% | Add +1705.8% | 27,339 | $828K |
| Lion Street Advisors, LLC | 0.29% | Add +9.3% | 26,510 | $825K |
| Meitav Investment House Ltd. | 0.01% | Add +129.7% | 27,103 | $821K |
| Principal Securities, Inc. | 0.01% | Reduce -30.5% | 27,030 | $819K |
| PKS Advisory Services, LLC | 0.19% | Reduce -24.1% | 28,551 | $804K |
| Northern Trust Corp. | 0.00% | Add +0.0% | 26,507 | $803K |
| MMBG Investment Advisors Co. | 0.07% | No change | 26,080 | $790K |
| Windward Private Wealth Management Inc. | 0.27% | Add +0.1% | 25,699 | $778K |
| Sheets Smith Wealth Management | 0.09% | Add +4.4% | 25,401 | $769K |
| Bank of New York Mellon Corp | 0.00% | Reduce -96.5% | 24,877 | $754K |
| NewEdge Wealth, LLC | 0.01% | New | 24,324 | $733K |
| SpringVest Wealth Management LLC | 0.53% | Reduce -0.1% | 23,935 | $725K |
| Mach-1 Financial Group, LLC | 0.11% | New | 23,463 | $711K |
| Integrity Advisory Solutions, LLC | 0.11% | — | 23,463 | $711K |
| Townsquare Capital LLC | 0.11% | Reduce -65.7% | 23,390 | $708K |
| 21 West Wealth Management LLC | 0.66% | Reduce -63.9% | 23,000 | $697K |
| New Hampshire Trust | 0.13% | Add +58.6% | 22,896 | $694K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +4.1% | 22,774 | $690K |
| Merit Financial Group, LLC | 0.01% | Reduce -42.0% | 22,306 | $676K |
| Mustard Seed Financial, LLC | 0.43% | Add +2.8% | 22,142 | $671K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -4.3% | 22,060 | $668K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -9.3% | 21,994 | $666K |
| Argonautica Private Wealth Management, Inc. | 0.19% | Reduce -50.0% | 21,843 | $662K |
| Bank of Montreal | 0.00% | Add +11.2% | 21,842 | $662K |
| Abich Financial Wealth Management LLC | 0.24% | — | 21,816 | $661K |
| Per Stirling Capital Management, LLC. | 0.08% | Reduce -1.3% | 21,618 | $655K |
| Bulwark Capital Corp | 0.51% | Reduce -44.4% | 21,525 | $652K |
| AE Wealth Management LLC | 0.00% | Add +224.1% | 21,368 | $647K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -7.2% | 21,113 | $640K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +0.0% | 20,986 | $636K |
| Commonwealth Financial Services, LLC | 0.11% | New | 20,637 | $625K |
| Trail Ridge Investment Advisors, LLC | 0.28% | Add +0.7% | 20,558 | $623K |
| Tiemann Investment Advisors, LLC | 0.23% | Reduce -5.9% | 20,250 | $613K |
| Members Trust Co | 0.02% | Reduce -2.1% | 20,166 | $611K |
| Private Wealth Asset Management, LLC | 0.07% | Add +120.9% | 20,100 | $609K |
| United Community Bank | 0.19% | Add +37.0% | 20,050 | $607K |
| Gradient Capital Advisors, LLC | 0.16% | Add +0.6% | 19,923 | $603K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.5% | 19,715 | $597K |
| Wealthstar Advisors, LLC | 0.23% | Add +0.1% | 19,319 | $585K |
| Running Point Capital Advisors, LLC | 0.15% | Add +33.1% | 19,075 | $578K |
| Cottage Street Advisors LLC | 0.24% | Add +26.9% | 18,917 | $573K |
| Mgo One Seven LLC | 0.01% | Add +6.7% | 18,903 | $573K |
| Capstone Wealth Management Group, LLC | 0.24% | Reduce -22.9% | 18,339 | $555K |
| Assetmark, Inc. | 0.00% | Add +28.0% | 18,144 | $550K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.6% | 17,512 | $530K |
| Beam Wealth Advisors, Inc. | 0.14% | Add +4.1% | 17,123 | $519K |
| TrueMark Investments, LLC | 0.09% | New | 16,929 | $513K |
| Cerity Partners LLC | 0.00% | Add +14.2% | 16,903 | $512K |
| Astoria Portfolio Advisors LLC. | 0.13% | Reduce -1.7% | 16,782 | $507K |
| Amara Financial, Llc. | 0.37% | Add +1.1% | 16,666 | $505K |
| Altiora Financial Group, LLC | 0.09% | Add +1.0% | 16,529 | $501K |
| Vise Technologies, Inc. | 0.02% | Add +1.2% | 16,350 | $495K |
| Bragg Financial Advisors, Inc | 0.02% | Add +2.1% | 16,263 | $493K |
| Marion Wealth Management | 0.12% | Add +0.0% | 16,155 | $489K |
| LexAurum Advisors, LLC | 0.07% | Add +13.0% | 15,997 | $485K |
| Idaho Trust Co | 0.16% | Reduce -44.8% | 15,953 | $483K |
| Curi Capital, LLC | 0.01% | Reduce -7.7% | 15,880 | $481K |
| Founders Financial Securities LLC | 0.03% | Add +0.5% | 15,862 | $480K |
| Breakwater Investment Management | 0.18% | No change | 15,857 | $480K |
| AdvisorNet Financial, Inc | 0.03% | Add +2.8% | 15,767 | $478K |
| Savant Capital, LLC | 0.00% | No change | 15,722 | $476K |
| Key Financial Inc | 0.09% | No change | 15,690 | $474K |
| Kestra Investment Management, LLC | 0.01% | Reduce -0.9% | 15,533 | $470K |
| GK Wealth Management LLC | 0.34% | Add +3.4% | 15,133 | $458K |
| Private Trust Co. NA | 0.04% | Reduce -6.9% | 15,096 | $457K |
| StoneX Group Inc. | 0.02% | Reduce -0.7% | 14,930 | $452K |
| Austin Private Wealth, LLC | 0.03% | Reduce -44.4% | 14,746 | $447K |
| Sulzberger Capital Advisors, Inc. | 0.49% | No change | 14,540 | $440K |
| BCK Partners, Inc. | 0.23% | No change | 14,220 | $431K |
| South Plains Financial, Inc. | 0.27% | No change | 14,152 | $429K |
| Juncture Wealth Strategies, LLC | 0.14% | Reduce -0.0% | 14,146 | $428K |
| Kelly Financial Group LLC | 0.11% | Add +56.8% | 13,968 | $423K |
| Alliance Wealth Advisors, LLC | 0.10% | Add +5.4% | 13,945 | $422K |
| Bailard, Inc. | 0.01% | Add +30.7% | 13,764 | $417K |
| Destiny Capital Corp | 0.22% | No change | 13,393 | $406K |
| Lee Danner & Bass Inc. | 0.03% | No change | 13,250 | $401K |
| Fiduciary Group, LLC | 0.03% | No change | 12,923 | $391K |
| RFG - Bristol Wealth Advisors, LLC | 0.11% | Reduce -94.2% | 12,719 | $385K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -7.8% | 12,709 | $385K |
| Ceeto Capital Group, LLC | 0.11% | No change | 12,500 | $379K |
| Clear Creek Financial Management, LLC | 0.03% | New | 12,237 | $371K |
| Lake Street Private Wealth, LLC | 0.05% | Add +9.5% | 12,143 | $368K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.34% | Add +1.8% | 12,122 | $367K |
| Windsor Capital Management, LLC | 0.10% | Reduce -0.0% | 11,861 | $359K |
| Perennial Advisors, LLC | 0.06% | Add +1.5% | 11,860 | $359K |
| AJ Advisors, LLC | 0.15% | Reduce -2.0% | 11,734 | $355K |
| Stephens Group Asset Management, LLC | 0.02% | Reduce -23.6% | 11,671 | $354K |
| Focus Partners Wealth | 0.00% | Reduce -4.0% | 11,651 | $353K |
| Leavell Investment Management, Inc. | 0.01% | Add +17.8% | 11,630 | $352K |
| Naples Global Advisors, LLC | 0.03% | Add +15.6% | 11,590 | $351K |
| Evergreen Capital Management LLC | 0.01% | No change | 11,530 | $349K |
| PFG Private Wealth Management, LLC | 0.15% | New | 11,370 | $344K |
| Integrity Wealth Solutions LLC | 0.15% | Add +1.0% | 11,370 | $344K |
| BAM Wealth Management, LLC | 0.26% | — | 11,261 | $341K |
| IAG Wealth Partners, LLC | 0.04% | Add +2.2% | 11,053 | $335K |
| Financial Network Wealth Advisors LLC | 0.36% | Add +7.2% | 10,943 | $331K |
| WBH Advisory Inc. | 0.02% | No change | 10,482 | $318K |
| Cornerstone Planning Group LLC | 0.05% | New | 2,830 | $315K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -2.9% | 10,242 | $310K |
| RDA Financial Network | 0.08% | Reduce -0.6% | 10,135 | $307K |
| Mathes Company, Inc. | 0.11% | No change | 10,000 | $303K |
| WT Wealth Management | 0.09% | No change | 10,000 | $303K |
| Harbour Investments, Inc. | 0.01% | Add +20.0% | 9,957 | $302K |
| Augustine Asset Management Inc. | 0.06% | Add +0.8% | 9,703 | $294K |
| 2UniFi Bank | 0.14% | Reduce -1.0% | 9,558 | $290K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 9,512 | $288K |
| SkyOak Wealth, LLC | 0.05% | No change | 9,502 | $288K |
| Johnson Financial Group, Inc. | 0.01% | No change | 9,500 | $288K |
| Reinhart Partners, Llc. | 0.01% | No change | 9,500 | $288K |
| First County Bank | 0.15% | Add +9.2% | 9,426 | $286K |
| Diligent Investors, LLC | 0.07% | Reduce -3.7% | 9,359 | $283K |
| Norden Group LLC | 0.03% | Reduce -0.3% | 9,328 | $283K |
| Narwhal Capital Management | 0.02% | Add +2.0% | 9,325 | $282K |
| PFG Investments, LLC | 0.01% | Add +2.2% | 9,126 | $276K |
| Cedar Point Capital Partners, LLC | 0.18% | Add +5.1% | 9,066 | $275K |
| Rinkey Investments | 0.07% | Add +7.9% | 8,872 | $269K |
| Snowden Capital Advisors LLC | 0.01% | No change | 8,778 | $266K |
| Narus Financial Partners, LLC | 0.07% | Reduce -20.7% | 8,739 | $265K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +8.4% | 8,606 | $261K |
| Investors Research Corp | 0.05% | Add +1.6% | 8,594 | $260K |
| Sage Mountain Advisors LLC | 0.01% | New | 8,500 | $257K |
| Modera Wealth Management, LLC | 0.00% | No change | 8,234 | $249K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 8,200 | $248K |
| Simplicity Wealth,LLC | 0.01% | Reduce -51.1% | 8,169 | $247K |
| Legacy Wealth Management, LLC / MS | 0.07% | Add +4.4% | 8,148 | $247K |
| Hunter Associates Investment Management LLC | 0.03% | Add +0.3% | 8,073 | $245K |
| Obermeyer Wealth Partners | 0.01% | No change | 7,984 | $242K |
| Phillips Financial Management, LLC | 0.02% | No change | 7,944 | $241K |
| World Investment Advisors | 0.00% | Reduce -25.1% | 7,916 | $240K |
| Brown Advisory Inc. | 0.00% | No change | 7,817 | $237K |
| Keener Financial Planning LLC | 0.11% | Add +3.9% | 7,800 | $236K |
| J. Safra Sarasin Holding AG | 0.00% | No change | 7,754 | $235K |
| Cadent Capital Advisors, LLC | 0.06% | Add +1.1% | 7,676 | $232K |
| Activest Wealth Management | 0.05% | Add +1.1% | 7,635 | $231K |
| Towercrest Capital Management | 0.04% | Add +4.2% | 7,800 | $229K |
| Marino, Stram & Associates LLC | 0.04% | New | 7,383 | $224K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -4.3% | 7,294 | $221K |
| Brass Tax Wealth Management, Inc. | 0.04% | Reduce -13.8% | 7,283 | $221K |
| XY Planning Network, Inc. | 0.07% | No change | 7,287 | $220K |
| Cypress Financial Planning LLC | 0.07% | Add +1.9% | 7,245 | $219K |
| Headland Capital, LLC | 0.06% | Add +1.4% | 7,161 | $217K |
| Uptown Financial Advisors LLC | 0.19% | No change | 7,115 | $216K |
| NBT Bank, N.A. | 0.01% | No change | 7,085 | $215K |
| Alliance Wealth Management Group | 0.05% | Add +2.4% | 7,280 | $213K |
| High Net Worth Advisory Group LLC | 0.05% | No change | 7,000 | $212K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -2.0% | 6,814 | $206K |
| Key Client Fiduciary Advisors, LLC | 0.07% | No change | 6,740 | $204K |
| Foronjy Financial LLC | 0.09% | Reduce -25.1% | 6,620 | $201K |
| Vannoy Advisory Group, Inc. | 0.13% | New | 6,617 | $200K |
| HFM Investment Advisors, LLC | 0.07% | Reduce -7.2% | 5,888 | $178K |
| Rialto Wealth Management, LLC | 0.04% | No change | 5,751 | $174K |
| Graney & King, LLC | 0.12% | Add +0.4% | 5,690 | $172K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -25.9% | 5,621 | $170K |
| UMB Bank, n.a. | 0.00% | No change | 5,500 | $167K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.1% | 5,386 | $163K |
| Integrity Financial Corp | 0.07% | Reduce -58.7% | 5,061 | $153K |
| Allworth Financial LP | 0.00% | Add +141.5% | 5,053 | $153K |
| Anchor Investment Management, LLC | 0.01% | No change | 5,000 | $151K |
| Westside Investment Management, Inc. | 0.02% | Add +0.4% | 4,516 | $137K |
| Y.D. More Investments Ltd | 0.01% | Reduce -8.5% | 4,080 | $123K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 3,839 | $116K |
| Absher Wealth Management, LLC | 0.01% | New | 3,797 | $115K |
| FMR LLC | 0.00% | Reduce -86.6% | 3,664 | $111K |
| Blue Trust, Inc. | 0.00% | No change | 3,600 | $109K |
| Princeton Global Asset Management LLC | 0.02% | Add +1.1% | 3,515 | $106K |
| Capital Analysts, LLC | 0.00% | Add +19.2% | 3,495 | $106K |
| Optimum Investment Advisors | 0.04% | No change | 3,300 | $100K |
| Fifth Third Bancorp | 0.00% | Reduce -23.7% | 3,286 | $100K |
| IFP Advisors, Inc | 0.00% | Reduce -5.6% | 3,243 | $98K |
| MGB Wealth Management, LLC | 0.02% | No change | 2,850 | $86K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -96.4% | 2,805 | $85K |
| Crews Bank & Trust | 0.01% | No change | 2,710 | $82K |
| Nalls Sherbakoff Group, LLC | 0.05% | No change | 2,500 | $76K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,475 | $75K |
| Root Financial Partners, LLC | 0.00% | New | 2,344 | $71K |
| LRI Investments, LLC | 0.01% | No change | 2,256 | $68K |
| Sound Income Strategies, LLC | 0.00% | Reduce -6.3% | 2,165 | $65K |
| SJS Investment Consulting Inc. | 0.01% | No change | 2,110 | $64K |
| TD Capital Management LLC | 0.01% | No change | 2,045 | $62K |
| American Capital Advisory, LLC | 0.03% | No change | 2,000 | $61K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.0% | 1,869 | $57K |
| Vestor Capital, LLC | 0.00% | Add +322.8% | 1,839 | $56K |
| CX Institutional | 0.00% | Add +14.2% | 1,830 | $55K |
| Affinity Wealth LLC | 0.04% | No change | 1,784 | $54K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,690 | $51K |
| Kennebec Savings Bank | 0.05% | Add +0.6% | 1,649 | $50K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,325 | $40K |
| AlphaCore Capital LLC | 0.00% | New | 1,221 | $37K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 1,210 | $37K |
| Friedenthal Financial | 0.02% | No change | 1,191 | $36K |
| Ancora Advisors LLC | 0.00% | No change | 1,080 | $33K |
| Smartleaf Asset Management LLC | 0.00% | Add +2862.9% | 1,037 | $31K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -46.9% | 1,011 | $31K |
| Bessemer Group Inc. | 0.00% | New | 998 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 982 | $30K |
| Oakworth Capital, Inc. | 0.00% | Add +4.0% | 938 | $28K |
| Westfuller Advisors, LLC | 0.01% | New | 908 | $27K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 713 | $22K |
| Winch Advisory Services, LLC | 0.00% | Reduce -13.9% | 627 | $19K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 615 | $19K |
| 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 |
| BlackRock, Inc. | 0.00% | New | 522 | $16K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 484 | $15K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 459 | $14K |
| Millstone Evans Group, LLC | 0.01% | No change | 459 | $14K |
| Motco | 0.00% | Add +29.1% | 422 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +247.9% | 421 | $13K |
| Hoese & Co LLP | 0.01% | No change | 408 | $12K |
| Silicon Valley Capital Partners | 0.00% | Add +1.1% | 375 | $11K |
| MAI Capital Management | 0.00% | Add +106.3% | 363 | $11K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +0.3% | 354 | $11K |
| Rossmore Private Capital | 0.00% | New | 300 | $9K |
| United Financial Planning Group LLC | 0.01% | — | 292 | $9K |
| WealthShield Partners, LLC | 0.00% | Reduce -16.3% | 268 | $8K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 252 | $8K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 226 | $7K |
| Security National Bank | 0.00% | New | 211 | $6K |
| Aventura Private Wealth, LLC | 0.00% | No change | 199 | $6K |
| Mather Group, Llc. | 0.00% | New | 199 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 185 | $6K |
| Register Financial Advisors LLC | 0.00% | New | 160 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 155 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 137 | $4K |
| Crewe Advisors LLC | 0.00% | New | 136 | $4K |
| Franklin Resources Inc. | 0.00% | No change | 136 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 133 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 132 | $4K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -89.8% | 128 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 105 | $3K |
| Kings Path Partners LLC | 0.00% | New | 100 | $3K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 95 | $3K |
| Citigroup Inc. | 0.00% | Reduce -28.9% | 91 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -17.4% | 76 | $2K |
| Compass Financial Services Inc | 0.00% | New | 69 | $2K |
| Virtus Fixed Income Advisers, LLC | 0.00% | Reduce -8.3% | 66 | $2K |
| WFA of San Diego, LLC | 0.00% | Reduce -18.4% | 62 | $2K |
| Archer Investment Corp | 0.00% | New | 58 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 58 | $2K |
| FWL Investment Management, LLC | 0.00% | No change | 52 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 42 | $1K |
| Founders Financial Alliance, LLC | 0.00% | New | 35 | $1K |
| Guerra Advisors Inc | 0.00% | New | 29 | $878 |
| Golden State Wealth Management, LLC | 0.00% | No change | 21 | $636 |
| Addison Advisors LLC | 0.00% | No change | 20 | $606 |
| Park Square Financial Group, LLC | 0.00% | Reduce -67.4% | 14 | $424 |
| 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.