SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q2 2024 (June 30)809holders +37
62new positions
41sold out
4famous investors
$40.74avg. 13F price*
At the end of Q2 2024, 809 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings, up 37 from Q1 2024. 62 opened new positions and 41 sold out. The largest holders were Financial Engines Advisors L.L.C. ($914.6M), LPL Financial LLC ($746.3M) and Betterment LLC ($608.2M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P S&P 600 Small Cap
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $43.8M |
| Exits | 41 | $59.3M |
All 13F filers, Q1 2024 → Q2 2024: 15,077,585 shares bought and 10,082,872 shares sold, net +4,994,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 809 holders
| Financial Engines Advisors L.L.C. | 2.03% | Add +2.1% | 22,021,854 | $914.6M |
| LPL Financial LLC | 0.37% | Add +3.4% | 17,971,072 | $746.3M |
| Betterment LLC | 1.58% | Add +11.3% | 14,645,935 | $608.2M |
| Bank of America Corp. | 0.03% | Reduce -6.9% | 6,454,537 | $268.1M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +0.8% | 5,545,034 | $230.3M |
| Ameriprise Financial Inc. | 0.06% | Reduce -10.3% | 5,511,958 | $228.9M |
| Valmark Advisers, Inc. | 3.60% | Reduce -6.5% | 5,095,547 | $211.6M |
| Cwm, LLC | 0.68% | Add +57.2% | 3,454,239 | $143.5M |
| Richard Bernstein Advisors LLC | 3.11% | Reduce -3.9% | 3,381,113 | $140.4M |
| Creative Planning | 0.14% | Reduce -1.9% | 3,141,187 | $130.5M |
| Morgan Stanley | 0.01% | Add +2.5% | 3,077,860 | $127.8M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -4.6% | 3,060,336 | $127.1M |
| UBS Group AG | 0.03% | Reduce -0.4% | 2,225,331 | $92.4M |
| Private Advisor Group, LLC | 0.62% | Reduce -1.7% | 2,212,735 | $91.9M |
| Crestwood Advisors Group, LLC | 1.84% | Add +1.9% | 2,146,042 | $89.1M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -1.8% | 1,887,269 | $78.4M |
| CW Advisors, LLC | 1.21% | Reduce -1.5% | 1,832,883 | $76.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.62% | Add +8.9% | 1,813,624 | $75.3M |
| State Street Corp. | 0.00% | Add +23.6% | 1,594,118 | $66.2M |
| MBB Public Markets I LLC | 1.30% | Add +13.2% | 1,511,282 | $62.8M |
| Pinnacle Wealth Planning Services, Inc. | 8.74% | Add +4.3% | 1,473,037 | $61.2M |
| Stadion Money Management, LLC | 4.92% | Reduce -18.8% | 1,446,513 | $60.1M |
| Osaic Holdings, Inc. | 0.14% | Reduce -6.5% | 1,439,775 | $59.8M |
| Townsquare Capital LLC | 0.80% | Add +16.9% | 1,415,101 | $58.8M |
| Atlas Private Wealth Advisors | 9.39% | Add +106.6% | 1,391,303 | $57.8M |
| Royal Bank of Canada | 0.01% | Add +1.2% | 1,388,553 | $57.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.1% | 1,368,890 | $56.9M |
| Wealthcare Advisory Partners LLC | 1.60% | Add +7.2% | 1,234,953 | $51.3M |
| Merit Financial Group, LLC | 1.12% | Reduce -3.7% | 1,223,104 | $50.8M |
| Morningstar Investment Services LLC | 0.54% | Reduce -1.7% | 1,217,457 | $50.1M |
| Great Valley Advisor Group, Inc. | 1.32% | Add +0.4% | 1,139,727 | $47.3M |
| Cetera Investment Advisers | 0.10% | Add +3.4% | 1,051,971 | $43.7M |
| Midland Wealth Advisors, LLC | 2.57% | Add +0.1% | 1,045,053 | $43.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +2.7% | 945,346 | $39.3M |
| Savant Capital, LLC | 0.39% | Add +2740.1% | 944,261 | $39.2M |
| Truist Financial Corp. | 0.06% | Add +0.3% | 930,236 | $38.6M |
| Capital Analysts, LLC | 1.69% | Add +2.6% | 920,492 | $38.2M |
| HighTower Advisors, LLC | 0.06% | Reduce -16.6% | 919,014 | $38.1M |
| Wells Fargo & Company | 0.01% | Add +2.0% | 910,907 | $37.8M |
| Waller Financial Planning Group, Inc. | 9.06% | Add +1.4% | 812,187 | $33.7M |
| Assetmark, Inc. | 0.10% | Reduce -16.8% | 799,259 | $33.2M |
| Raymond James & Associates | 0.02% | Reduce -4.9% | 754,632 | $31.3M |
| Obermeyer Wealth Partners | 1.79% | Reduce -0.8% | 750,676 | $31.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -4.4% | 743,265 | $30.9M |
| Spinnaker Trust | 1.88% | Add +1.0% | 707,161 | $29.4M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +14.5% | 679,910 | $28.2M |
| Mason Street Advisors, LLC | 3.77% | Add +447.2% | 675,300 | $28.0M |
| Peterson Wealth Advisors, LLC | 5.75% | Add +1.9% | 660,370 | $27.4M |
| Focus Financial Network, Inc. | 1.13% | Add +2.5% | 584,712 | $26.5M |
| DAVENPORT & Co LLC | 0.16% | Reduce -30.5% | 623,697 | $25.9M |
| Integrated Wealth Concepts LLC | 0.34% | Reduce -7.4% | 605,714 | $25.2M |
| Patriot Investment Management Group, Inc. | 1.92% | Add +11.6% | 589,899 | $24.5M |
| Dakota Wealth Management | 0.58% | Add +12.6% | 589,187 | $24.5M |
| Gerber Kawasaki Wealth & Investment Management | 1.22% | Add +10.0% | 586,063 | $24.3M |
| Equitable Holdings, Inc. | 0.25% | Add +19.9% | 576,318 | $23.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -7.5% | 570,208 | $23.7M |
| Corient Private Wealth LP | 0.04% | Add +2.0% | 559,849 | $23.3M |
| Good Life Advisors, LLC | 1.86% | Add +12.8% | 544,246 | $22.6M |
| JNBA Financial Advisors | 2.23% | Add +12.3% | 508,713 | $21.1M |
| Thrivent Financial for Lutherans | 0.04% | Add +4.3% | 503,707 | $20.9M |
| OneDigital Investment Advisors LLC | 0.25% | Reduce -1.3% | 488,890 | $20.3M |
| Stifel Financial Corp. | 0.02% | Reduce -19.7% | 470,950 | $19.6M |
| McNamara Financial Services, Inc. | 4.08% | Add +19.8% | 464,138 | $19.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +2.9% | 453,885 | $18.9M |
| Avior Wealth Management, LLC | 0.81% | Add +43.2% | 451,518 | $18.8M |
| Mariner, LLC | 0.04% | Reduce -69.7% | 450,358 | $18.7M |
| Financial Security Advisor, Inc. | 6.22% | Reduce -1.1% | 447,001 | $18.6M |
| Retirement Financial Solutions, LLC | 8.27% | Add +13.9% | 423,063 | $17.6M |
| Garrett Wealth Advisory Group, LLC | 6.05% | Add +1.2% | 397,145 | $16.5M |
| St Germain D J Co. Inc. | 0.79% | Add +9.7% | 395,384 | $16.4M |
| IHT Wealth Management, LLC | 0.60% | Reduce -4.5% | 385,456 | $16.0M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.31% | Add +2.5% | 375,843 | $15.6M |
| Trilogy Capital Inc. | 0.77% | Add +1.1% | 340,788 | $14.2M |
| Allen Capital Group, LLC | 1.97% | Add +3.9% | 337,055 | $14.0M |
| Cary Street Partners Investment Advisory LLC | 0.56% | Add +11.2% | 336,524 | $14.0M |
| Boston Standard Wealth Management, LLC | 3.07% | Add +2.3% | 335,826 | $13.9M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +10.4% | 335,150 | $13.9M |
| Carnegie Investment Counsel | 0.43% | Add +3.4% | 334,800 | $13.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +3.9% | 334,705 | $13.9M |
| Berkshire Asset Management LLC | 0.68% | Add +6.7% | 330,569 | $13.7M |
| Sanctuary Advisors, LLC | 0.10% | — | 333,401 | $13.7M |
| Financial Gravity Asset Management, Inc. | 3.43% | Add +8.3% | 331,258 | $13.7M |
| Austin Private Wealth, LLC | 1.43% | Reduce -61.5% | 320,013 | $13.3M |
| Cary Street Partners Asset Management LLC | 1.94% | Add +16.5% | 318,185 | $13.2M |
| Marmo Financial Group, LLC | 7.92% | Reduce -1.4% | 315,441 | $13.1M |
| Flagship Harbor Advisors, LLC | 0.79% | Add +7.2% | 315,273 | $13.1M |
| Valeo Financial Advisors, LLC | 0.41% | Add +0.5% | 312,640 | $13.0M |
| Western Wealth Management, LLC | 0.93% | Add +15.8% | 301,015 | $12.5M |
| OneAscent Financial Services LLC | 1.73% | Reduce -15.2% | 299,803 | $12.5M |
| Geneos Wealth Management Inc. | 0.53% | Add +8.4% | 286,774 | $11.9M |
| Taylor & Morgan Wealth Management, LLC | 8.25% | Add +1.5% | 281,021 | $11.7M |
| North Star Asset Management Inc. | 0.55% | Add +3.0% | 278,423 | $11.6M |
| Park Avenue Securities LLC | 0.14% | Add +3.0% | 278,369 | $11.6M |
| WBH Advisory Inc. | 1.14% | Add +4.4% | 271,546 | $11.3M |
| Pure Financial Advisors, LLC | 0.31% | Reduce -1.7% | 266,579 | $11.1M |
| KWB Wealth | 1.52% | Reduce -4.3% | 256,507 | $11.0M |
| RVW Wealth, LLC | 1.09% | Reduce -14.5% | 263,569 | $10.9M |
| Financial Insights, Inc. | 3.03% | Add +4.5% | 262,719 | $10.9M |
| Legacy Edge Advisors, LLC | 2.01% | Add +34.3% | 262,075 | $10.9M |
| Global Retirement Partners, LLC | 0.34% | Add +5.9% | 261,071 | $10.8M |
| Kestra Advisory Services, LLC | 0.06% | Add +10.8% | 257,963 | $10.7M |
| Windsor Capital Management, LLC | 3.31% | Add +2.3% | 257,957 | $10.7M |
| Banco Santander, S.A. | 0.13% | Add +7.5% | 257,772 | $10.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.8% | 255,257 | $10.6M |
| Modern Wealth Management, LLC | 0.78% | Add +351.4% | 254,840 | $10.6M |
| Allworth Financial LP | 0.07% | Add +4.4% | 233,940 | $10.4M |
| Oarsman Capital, Inc. | 2.28% | Add +10.2% | 248,867 | $10.3M |
| United Asset Strategies, Inc. | 1.02% | Reduce -41.9% | 247,667 | $10.3M |
| Hibernia Wealth Partners, LLC | 3.51% | Add +82.7% | 242,448 | $10.1M |
| MML Investors Services, LLC | 0.04% | Reduce -42.0% | 239,593 | $9.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -34.7% | 236,067 | $9.8M |
| Aspire Capital Advisors LLC | 3.12% | Add +3.6% | 229,599 | $9.5M |
| Bison Wealth, LLC | 1.41% | No change | 200,692 | $8.6M |
| Kestra Investment Management, LLC | 0.57% | — | 202,985 | $8.4M |
| Louisiana State Employees Retirement System | 0.16% | New | 200,000 | $8.3M |
| Pachira Investments Inc. | 7.34% | Reduce -0.7% | 199,362 | $8.3M |
| Cahaba Wealth Management, Inc. | 0.72% | Add +4.8% | 197,670 | $8.2M |
| One Day In July LLC | 0.99% | Add +110.7% | 191,658 | $8.0M |
| Sterling Investment Advisors, Ltd. | 2.15% | Reduce -1.8% | 74,446 | $7.9M |
| AlphaStar Capital Management, LLC | 0.73% | Add +8.1% | 190,119 | $7.9M |
| Private Wealth Group, LLC | 3.97% | Reduce -0.2% | 182,224 | $7.6M |
| D.A. Davidson & Co. | 0.07% | Add +2.9% | 182,108 | $7.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -28.2% | 180,959 | $7.5M |
| Larson Financial Group LLC | 0.50% | Reduce -4.0% | 177,756 | $7.4M |
| Advisor OS, LLC | 0.80% | Add +3.4% | 176,579 | $7.3M |
| 1900 Wealth Management LLC | 0.68% | Reduce -14.1% | 175,649 | $7.3M |
| NewEdge Advisors, LLC | 0.05% | Add +22.4% | 174,707 | $7.3M |
| Diversify Wealth Management, LLC | 0.90% | — | 173,159 | $7.2M |
| Voisard Asset Management Group, Inc. | 3.51% | Add +4.5% | 173,023 | $7.2M |
| Annex Advisory Services, LLC | 0.25% | Reduce -4.0% | 172,790 | $7.2M |
| Montz Harcus Wealth Management LLC | 4.64% | Add +7.8% | 172,132 | $7.1M |
| Kensington Asset Management, LLC | 0.77% | Reduce -9.2% | 170,965 | $7.1M |
| Liquid Strategies, LLC | 1.87% | Reduce -9.2% | 170,965 | $7.1M |
| Walkner Condon Financial Advisors LLC | 1.53% | Add +1.3% | 170,185 | $7.1M |
| Impact Partnership Wealth, LLC | 1.83% | Add +17.9% | 167,292 | $6.9M |
| Avidian Wealth Enterprises, LLC | 0.33% | Add +4.7% | 166,133 | $6.9M |
| PSI Advisors, LLC | 2.15% | Add +8.7% | 163,525 | $6.8M |
| Leslie Global Wealth, LLC | 3.85% | — | 158,665 | $6.6M |
| Mgo One Seven LLC | 0.31% | Add +2273.7% | 157,284 | $6.5M |
| Berkeley Capital Partners, LLC | 1.95% | Reduce -1.8% | 155,949 | $6.5M |
| Gladstone Institutional Advisory LLC | 0.33% | Add +13.5% | 152,966 | $6.4M |
| Asset Management Group, Inc. | 0.93% | Reduce -0.1% | 147,988 | $6.1M |
| Evermay Wealth Management LLC | 0.98% | Add +31.2% | 147,348 | $6.1M |
| Girard Partners LTD. | 0.57% | Add +8.3% | 146,237 | $6.1M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -0.3% | 143,110 | $5.9M |
| Perennial Investment Advisors, LLC | 0.83% | Add +0.7% | 139,843 | $5.8M |
| Syntrinsic LLC | 1.90% | Add +1.3% | 138,216 | $5.7M |
| RFG Advisory, LLC | 0.19% | Reduce -19.0% | 137,708 | $5.7M |
| Octavia Wealth Advisors, LLC | 0.78% | Add +30.3% | 137,369 | $5.7M |
| Investment Planning Advisors, Inc. | 2.88% | — | 135,887 | $5.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.3% | 135,346 | $5.6M |
| Ironwood Wealth Management, LLC. | 1.75% | Add +4.4% | 129,383 | $5.4M |
| Scarborough Advisors, LLC | 2.20% | Reduce -34.6% | 129,030 | $5.4M |
| Strategic Wealth Partners, Ltd. | 0.56% | Reduce -0.1% | 128,932 | $5.4M |
| Aspire Private Capital, LLC | 1.35% | Reduce -16.1% | 126,139 | $5.2M |
| MJP Associates Inc. | 1.06% | Add +5.1% | 122,961 | $5.1M |
| Merriman Wealth Management, LLC | 0.22% | New | 122,097 | $5.1M |
| Debussy Capital Management LP | 1.44% | Reduce -0.7% | 121,405 | $5.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +58.0% | 203,432 | $5.0M |
| Baird Financial Group, Inc. | 0.01% | Add +5.3% | 120,004 | $5.0M |
| Cornerstone Wealth Management, LLC | 0.38% | Add +12.8% | 117,931 | $4.9M |
| Wrapmanager Inc. | 1.34% | Add +1.4% | 116,480 | $4.8M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.1% | 112,672 | $4.7M |
| Lake Street Advisors Group, LLC | 0.22% | Reduce -7.5% | 112,237 | $4.7M |
| Sterling Group Wealth Management, LLC | 2.65% | — | 111,096 | $4.6M |
| Abich Financial Wealth Management LLC | 3.13% | Reduce -20.5% | 110,945 | $4.6M |
| Warren Street Wealth Advisors, LLC | 2.27% | Add +3.4% | 109,697 | $4.6M |
| Paulson Wealth Management Inc. | 1.32% | Reduce -11.4% | 108,516 | $4.5M |
| Higgins & Schmidt Wealth Strategies LLC | 3.19% | Add +3.2% | 106,531 | $4.4M |
| Waverly Advisors, LLC | 0.09% | Reduce -11.0% | 105,970 | $4.4M |
| Financial Counselors Inc. | 0.07% | Reduce -8.3% | 104,402 | $4.3M |
| Diversify Advisory Services, LLC | 0.23% | Reduce -45.5% | 104,192 | $4.3M |
| Strategic Financial Planning, Inc. | 3.08% | Reduce -0.1% | 102,712 | $4.3M |
| Millington Financial Advisors, LLC | 2.96% | Reduce -1.0% | 102,582 | $4.3M |
| Hofer & Associates. Inc | 3.26% | Add +1.5% | 101,379 | $4.2M |
| Bensler, LLC | 0.55% | Add +3.8% | 98,893 | $4.1M |
| Exchange Capital Management, Inc. | 0.67% | Add +44.6% | 98,664 | $4.1M |
| Destiny Capital Corp | 2.77% | Reduce -7.0% | 97,528 | $4.1M |
| IAG Wealth Partners, LLC | 0.81% | Add +7.7% | 97,310 | $4.0M |
| Resonant Capital Advisors, LLC | 0.33% | Add +4.4% | 97,236 | $4.0M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.97% | Add +3.0% | 96,258 | $4.0M |
| Cerity Partners LLC | 0.01% | Reduce -1.1% | 95,998 | $4.0M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -4.3% | 95,896 | $4.0M |
| Foguth Wealth Management, LLC. | 1.72% | New | 93,882 | $3.9M |
| Tortoise Investment Management, LLC | 0.44% | Add +61.0% | 92,773 | $3.9M |
| TPG Financial Advisors, LLC | 1.80% | — | 91,593 | $3.8M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1.94% | No change | 90,585 | $3.8M |
| Orange Investment Advisors, Inc. | 0.48% | Add +1.8% | 90,244 | $3.7M |
| J.W. Cole Advisors, Inc. | 0.17% | Add +47.3% | 87,896 | $3.7M |
| Legend Financial Advisors, Inc. | 2.58% | Add +3.5% | 87,387 | $3.6M |
| Landmark Wealth Management, Inc. | 1.97% | New | 86,310 | $3.6M |
| Flynn Zito Capital Management, LLC | 1.80% | Reduce -64.9% | 84,638 | $3.5M |
| Colton Groome Financial Advisors, LLC | 1.38% | Add +4.8% | 84,514 | $3.5M |
| 626 Financial, LLC | 2.04% | Reduce -0.7% | 84,497 | $3.5M |
| Wealthquest Corp | 0.37% | Reduce -10.8% | 83,178 | $3.5M |
| Garden State Investment Advisory Services LLC | 1.17% | Reduce -0.2% | 81,661 | $3.4M |
| SPC Financial, Inc. | 0.31% | Add +5.8% | 81,510 | $3.4M |
| Transamerica Financial Advisors, LLC | 0.36% | No change | 80,861 | $3.4M |
| Pecaut & Co. | 1.24% | Add +1.0% | 78,725 | $3.3M |
| Axxcess Wealth Management, LLC | 0.09% | Add +34.7% | 78,066 | $3.2M |
| Harbour Investments, Inc. | 0.11% | Reduce -9.0% | 77,385 | $3.2M |
| Financial Advocates Investment Management | 0.20% | Reduce -65.3% | 77,184 | $3.2M |
| Breakwater Capital Group | 0.72% | Add +8.6% | 76,819 | $3.2M |
| WCG Wealth Advisors LLC | 0.23% | Reduce -10.8% | 76,396 | $3.2M |
| Goodman Financial Corp | 0.71% | Add +9.2% | 76,243 | $3.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Add +4.3% | 76,226 | $3.2M |
| SilverOak Wealth Management LLC | 0.75% | Add +0.0% | 74,867 | $3.1M |
| Cornerstone Advisors Asset Management, LLC | 0.88% | Add +641.6% | 74,695 | $3.1M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +2.2% | 73,958 | $3.1M |
| M Holdings Securities, Inc. | 0.40% | Reduce -3.9% | 73,843 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.9% | 73,718 | $3.1M |
| Sage Financial Management Group, Inc. | 9.21% | Add +10.2% | 73,015 | $3.0M |
| Venturi Wealth Management, LLC | 0.18% | Add +3.6% | 72,891 | $3.0M |
| Ausdal Financial Partners, Inc. | 0.32% | Reduce -12.2% | 71,554 | $3.0M |
| RMR Capital Management, LLC | 2.69% | Reduce -1.6% | 70,981 | $2.9M |
| Gateway Wealth Partners, LLC | 0.88% | Add +20.3% | 69,749 | $2.9M |
| CIBC Private Wealth Group LLC | 0.01% | Add +13.4% | 68,373 | $2.8M |
| WNY Asset Management, LLC | 0.37% | Add +4.8% | 67,839 | $2.8M |
| Founders Financial Alliance, LLC | 0.82% | Add +1.3% | 66,921 | $2.8M |
| Fox Financial, Inc | 2.55% | Reduce -81.7% | 66,525 | $2.8M |
| Blueprint Investment Partners LLC | 0.60% | Add +33.4% | 66,223 | $2.8M |
| Chicago Partners Investment Group LLC | 0.11% | Add +8.0% | 60,135 | $2.7M |
| BCGM Wealth Management, LLC | 0.95% | Reduce -3.6% | 66,001 | $2.7M |
| Deutsche Bank AG | 0.00% | Reduce -9.3% | 65,516 | $2.7M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.48% | Reduce -2.8% | 64,773 | $2.7M |
| Arete Wealth Advisors, LLC | 0.22% | Reduce -16.9% | 64,539 | $2.7M |
| Northeast Financial Consultants Inc | 0.12% | Reduce -3.6% | 63,716 | $2.6M |
| IFP Advisors, Inc | 0.10% | Add +3.2% | 61,785 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +0.1% | 61,265 | $2.5M |
| Napatree Capital LLC | 2.06% | Add +9.7% | 61,161 | $2.5M |
| Wealth Advisory Solutions, LLC | 0.69% | Add +1.0% | 61,095 | $2.5M |
| Legacy Private Trust Co. | 0.18% | Add +5.3% | 60,495 | $2.5M |
| Captrust Financial Advisors | 0.01% | Reduce -8.6% | 60,021 | $2.5M |
| CFM Wealth Partners LLC | 0.46% | Add +18.2% | 59,988 | $2.5M |
| Meridian Financial Advisors, LLC | 1.80% | Add +4.3% | 59,716 | $2.5M |
| Securian Asset Management, Inc. | 0.07% | No change | 59,294 | $2.5M |
| DHK Financial Advisors, Inc. | 1.72% | No change | 59,259 | $2.5M |
| Affinity Capital Advisors, LLC | 0.51% | Reduce -3.9% | 58,690 | $2.4M |
| SkyOak Wealth, LLC | 0.57% | Reduce -0.8% | 58,554 | $2.4M |
| LaSalle St. Investment Advisors, LLC | 1.21% | New | 26,347 | $2.4M |
| Prairie Sky Financial Group LLC | 1.49% | Reduce -0.8% | 57,951 | $2.4M |
| IFG Advisors, LLC | 0.56% | Reduce -1.1% | 57,332 | $2.4M |
| Compass Wealth Management LLC | 0.59% | Add +14.2% | 57,234 | $2.4M |
| Arkansas Financial Group, Inc. | 0.42% | Add +15.9% | 57,192 | $2.4M |
| Portside Wealth Group, LLC | 0.45% | Add +151.7% | 56,792 | $2.4M |
| Knightsbridge Asset Management, LLC | 0.58% | Add +0.7% | 55,671 | $2.3M |
| Transcend Capital Advisors, LLC | 0.17% | Reduce -0.7% | 54,854 | $2.3M |
| Sowell Financial Services LLC | 0.11% | Reduce -1.2% | 54,412 | $2.3M |
| Elo Mutual Pension Insurance Co | 0.05% | Reduce -95.4% | 53,871 | $2.2M |
| TFG Advisers LLC | 0.85% | Add +0.1% | 52,589 | $2.2M |
| NorthRock Partners, LLC | 0.08% | Reduce -5.5% | 52,493 | $2.2M |
| Towercrest Capital Management | 0.35% | Reduce -6.6% | 51,880 | $2.2M |
| Focus Partners Wealth | 0.01% | Add +14.2% | 50,260 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.4% | 48,769 | $2.0M |
| Citadel Advisors | 0.00% | Add +109.0% | 48,239 | $2.0M |
| G&S Capital LLC | 0.87% | Add +2.5% | 45,610 | $2.0M |
| Private Trust Co. NA | 0.21% | Reduce -6.2% | 48,067 | $2.0M |
| Level Four Advisory Services, LLC | 0.09% | Add +4.5% | 47,843 | $2.0M |
| Stone Summit Wealth LLC | 0.71% | Add +3.8% | 47,786 | $2.0M |
| Citizens & Northern Corp. | 0.62% | New | 47,431 | $2.0M |
| Clarus Wealth Advisors | 1.05% | Add +4.3% | 47,516 | $2.0M |
| Annapolis Financial Services, LLC | 0.64% | Add +0.1% | 47,199 | $2.0M |
| NovaPoint Capital, LLC | 0.65% | Reduce -2.1% | 46,321 | $1.9M |
| Syon Capital LLC | 0.17% | Add +3.5% | 45,315 | $1.9M |
| Fund Evaluation Group, LLC | 0.11% | Add +6.2% | 45,109 | $1.9M |
| Raleigh Capital Management Inc. | 0.79% | Reduce -11.7% | 44,892 | $1.9M |
| Shepherd Financial Partners LLC | 0.24% | Add +10.2% | 44,714 | $1.9M |
| AE Wealth Management LLC | 0.02% | Reduce -22.7% | 44,422 | $1.8M |
| Alliance Wealth Management Group | 0.52% | Reduce -7.9% | 43,607 | $1.8M |
| Strategic Financial Concepts, LLC | 1.05% | Add +3487.2% | 3,766,958 | $1.8M |
| Topel & Distasi Wealth Management, LLC | 0.79% | No change | 43,394 | $1.8M |
| WESCAP Management Group, Inc. | 0.51% | Reduce -0.2% | 43,348 | $1.8M |
| Defined Wealth Management, LLC | 1.25% | Reduce -0.2% | 43,219 | $1.8M |
| Franklin Resources Inc. | 0.00% | No change | 42,306 | $1.8M |
| Econ Financial Services Corp | 1.08% | Reduce -0.5% | 42,073 | $1.7M |
| FF Advisors,LLC | 1.23% | No change | 42,066 | $1.7M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -5.2% | 41,832 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.09% | Add +7.8% | 41,798 | $1.7M |
| Kohmann Bosshard Financial Services, LLC | 0.23% | Reduce -2.4% | 41,565 | $1.7M |
| GPS Wealth Strategies Group, LLC | 0.26% | Reduce -3.4% | 41,483 | $1.7M |
| Global Strategic Investment Solutions, LLC | 0.21% | Reduce -1.0% | 41,356 | $1.7M |
| Fifth Third Bancorp | 0.01% | Reduce -7.5% | 40,952 | $1.7M |
| CSM Advisors, LLC | 0.12% | No change | 40,652 | $1.7M |
| Jacobi Capital Management LLC | 0.15% | Add +5.8% | 40,611 | $1.7M |
| NSI Retail Advisors, LLC | 0.29% | No change | 40,100 | $1.7M |
| Cooper Financial Group | 0.24% | Add +15.4% | 39,751 | $1.7M |
| Wealthcare Capital Management LLC | 0.17% | Add +22.8% | 39,631 | $1.6M |
| Valicenti Advisory Services Inc. | 0.44% | Add +4.8% | 39,485 | $1.6M |
| Crescent Grove Advisors, LLC | 0.18% | Reduce -0.2% | 39,269 | $1.6M |
| Bill Few Associates, Inc. | 0.62% | Add +47.7% | 38,814 | $1.6M |
| Integrity Financial Corp | 1.01% | Add +7.0% | 38,765 | $1.6M |
| Principal Securities, Inc. | 0.04% | Add +23.4% | 38,527 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +15.7% | 38,185 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +15.7% | 38,185 | $1.6M |
| Opal Wealth Advisors, LLC | 0.51% | Add +3.5% | 38,077 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +275.4% | 37,629 | $1.6M |
| Farther Finance Advisors, LLC | 0.08% | Add +27.2% | 37,898 | $1.6M |
| EP Wealth Advisors, LLC | 0.02% | Add +1.5% | 37,557 | $1.6M |
| Northwest Bancshares, Inc. | 0.26% | Reduce -1.5% | 37,382 | $1.6M |
| Renaissance Technologies | 0.00% | Add +135.4% | 37,200 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | New | 37,136 | $1.5M |
| Cyndeo Wealth Partners, LLC | 0.12% | Reduce -8.1% | 36,443 | $1.5M |
| Independent Financial Group, LLC | 0.06% | Add +18.9% | 36,188 | $1.5M |
| Shoker Investment Counsel, Inc. | 0.53% | Reduce -6.4% | 35,889 | $1.5M |
| Alta Wealth Advisors LLC | 0.74% | Add +0.7% | 35,842 | $1.5M |
| Naples Global Advisors, LLC | 0.15% | Add +8.2% | 35,606 | $1.5M |
| Bank of Montreal | 0.00% | Add +27.2% | 35,039 | $1.5M |
| Capital Advisory Group Advisory Services, LLC | 0.62% | Reduce -2.8% | 35,023 | $1.5M |
| Strategic Blueprint, LLC | 0.10% | Add +22.6% | 34,203 | $1.4M |
| Nottingham Advisors, Inc. | 0.17% | Reduce -2.1% | 34,170 | $1.4M |
| AdvisorNet Financial, Inc | 0.13% | Add +8.1% | 34,026 | $1.4M |
| Gibbs Wealth Management | 0.57% | Add +82.2% | 33,993 | $1.4M |
| IFG Advisory, LLC | 0.09% | Add +186.6% | 33,957 | $1.4M |
| Nikulski Financial, Inc. | 0.45% | Reduce -1.8% | 33,853 | $1.4M |
| Aveo Capital Partners, LLC | 0.16% | Reduce -8.7% | 33,315 | $1.4M |
| LBMC Investment Advisors, LLC | 0.12% | Reduce -60.6% | 33,280 | $1.4M |
| Integrity Wealth Solutions LLC | 0.90% | Reduce -2.3% | 33,207 | $1.4M |
| Comerica Bank | 0.01% | Reduce -20.4% | 33,162 | $1.4M |
| MAI Capital Management | 0.01% | Add +4.8% | 33,113 | $1.4M |
| Lebenthal Global Advisors, LLC | 0.30% | Reduce -0.3% | 33,013 | $1.4M |
| Precedent Wealth Partners, LLC | 0.54% | Add +65.7% | 32,227 | $1.3M |
| Richardson Financial Services Inc. | 0.96% | Reduce -12.5% | 32,209 | $1.3M |
| Range Financial Group LLC | 0.67% | Add +0.9% | 31,712 | $1.3M |
| Ascentis Independent Advisors | 0.27% | — | 31,012 | $1.3M |
| Orin Green Financial, LLC | 0.59% | New | 30,981 | $1.3M |
| Marathon Strategic Advisors, LLC | 1.50% | Add +6.0% | 30,882 | $1.3M |
| TD Capital Management LLC | 0.13% | Reduce -0.5% | 30,866 | $1.3M |
| Penobscot Wealth Management | 0.76% | Reduce -11.0% | 30,915 | $1.3M |
| Whalerock Point Partners, LLC | 0.34% | Reduce -0.5% | 30,488 | $1.3M |
| Stablepoint Partners, LLC | 0.24% | Add +79.0% | 27,723 | $1.3M |
| FMR LLC | 0.00% | Add +25.4% | 30,263 | $1.3M |
| DDFG, Inc | 0.39% | Add +3.8% | 30,130 | $1.3M |
| Blair William & Co. | 0.00% | Reduce -5.7% | 30,094 | $1.2M |
| Triumph Capital Management | 0.49% | Add +4.5% | 30,037 | $1.2M |
| One Capital Management, LLC | 0.04% | New | 29,961 | $1.2M |
| Colonial River Investments, LLC | 0.67% | Reduce -6.9% | 29,894 | $1.2M |
| Pegasus Partners Ltd. | 0.12% | Reduce -5.5% | 29,779 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +308.6% | 29,637 | $1.2M |
| Pinkerton Wealth, LLC | 0.18% | Add +136.9% | 28,874 | $1.2M |
| Wealth Management Resources, Inc. | 0.51% | Reduce -0.7% | 28,311 | $1.2M |
| First Horizon Advisors, Inc. | 0.04% | Add +550.0% | 28,100 | $1.2M |
| CoreCap Advisors, LLC | 0.12% | Add +4.5% | 28,046 | $1.2M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -52.0% | 27,762 | $1.2M |
| Bedel Financial Consulting, Inc. | 0.17% | Add +8.3% | 27,586 | $1.1M |
| Southeast Asset Advisors, LLC | 0.14% | No change | 27,280 | $1.1M |
| Lunt Capital Management, Inc. | 0.56% | Reduce -18.6% | 27,186 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -1.3% | 27,093 | $1.1M |
| GeoWealth Management, LLC | 0.05% | Reduce -78.4% | 27,059 | $1.1M |
| River Street Advisors LLC | 0.69% | Add +34.0% | 26,925 | $1.1M |
| Modera Wealth Management, LLC | 0.02% | Reduce -3.2% | 26,729 | $1.1M |
| MBM Wealth Consultants, LLC | 0.37% | Add +9.8% | 26,536 | $1.1M |
| Cape Cod Five Cents Savings Bank | 0.11% | Reduce -3.5% | 26,149 | $1.1M |
| Fiduciary Trust Co | 0.02% | No change | 26,103 | $1.1M |
| Blue Fin Capital, Inc. | 0.21% | Add +9.7% | 25,909 | $1.1M |
| Csenge Advisory Group | 0.06% | Reduce -8.0% | 25,837 | $1.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.14% | Reduce -58.2% | 25,680 | $1.1M |
| ARS Investment Partners, LLC | 0.10% | Add +0.5% | 25,471 | $1.1M |
| New York Life Investment Management LLC | 0.01% | New | 25,399 | $1.1M |
| Ascent Group, LLC | 0.08% | Reduce -23.1% | 24,774 | $1.0M |
| Zimmermann Investment Management & Planning LLC | 0.34% | Reduce -60.2% | 24,560 | $1.0M |
| FSB Premier Wealth Management, Inc. | 0.46% | Add +5.3% | 24,288 | $1.0M |
| Eldridge Investment Advisors, Inc. | 0.25% | Reduce -13.2% | 23,783 | $988K |
| Gilman Hill Asset Management, LLC | 0.18% | No change | 23,691 | $984K |
| Tidemark, LLC | 0.45% | Add +21.0% | 23,660 | $983K |
| Salem Investment Counselors Inc. | 0.03% | Reduce -1.9% | 23,340 | $969K |
| Hardin Capital Partners, LLC | 0.62% | — | 12,201 | $955K |
| Denver Wealth Management, Inc. | 0.48% | Reduce -5.3% | 22,882 | $950K |
| Sei Investments Co. | 0.00% | Add +2.4% | 22,837 | $948K |
| Edge Capital Group, LLC | 0.05% | Reduce -8.7% | 22,461 | $933K |
| Realta Investment Advisors | 0.18% | Reduce -8.0% | 22,404 | $930K |
| Alpha Financial Partners LLC | 0.80% | Add +0.5% | 22,358 | $929K |
| Apella Capital, LLC | 0.04% | Add +10.0% | 22,489 | $923K |
| Adamsbrown Wealth Consultants LLC | 0.36% | Reduce -11.8% | 21,981 | $913K |
| ERn Financial, LLC | 0.15% | Reduce -64.0% | 21,920 | $910K |
| BIP Wealth, LLC | 0.07% | Reduce -22.4% | 21,648 | $899K |
| Money Concepts Capital Corp. | 0.07% | Add +18.2% | 21,424 | $890K |
| Baltimore-Washington Financial Advisors, Inc. | 0.05% | Add +1.0% | 21,336 | $886K |
| Keener Financial Planning LLC | 0.58% | Add +0.3% | 21,297 | $884K |
| Worth Financial Advisory Group, LLC | 0.58% | Add +12.7% | 21,143 | $878K |
| Corrigan Financial, Inc. | 0.22% | No change | 20,351 | $876K |
| Fiduciary Group, LLC | 0.09% | Reduce -3.2% | 20,992 | $872K |
| TKG Advisors, LLC | 0.46% | Add +8.0% | 20,533 | $853K |
| Moneco Advisors, LLC | 0.12% | Add +9.7% | 20,448 | $849K |
| Seaside Wealth Management, Inc. | 0.35% | Reduce -0.1% | 20,326 | $844K |
| Financial Network Wealth Advisors LLC | 0.63% | Add +182.0% | 19,797 | $839K |
| Key Financial Inc | 0.20% | Add +13.0% | 20,190 | $838K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -72.3% | 20,179 | $838K |
| EPIQ Capital Group, LLC | 0.29% | Add +153.0% | 20,157 | $837K |
| World Investment Advisors | 0.05% | Add +34.4% | 20,154 | $837K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -7.4% | 20,070 | $833K |
| American Investment Services, Inc. | 0.15% | No change | 19,905 | $827K |
| Values Added Financial LLC | 0.59% | Add +2.6% | 19,825 | $823K |
| MidAtlantic Capital Management, Inc. | 0.69% | No change | 19,786 | $822K |
| SigFig Wealth Management, LLC | 0.03% | Reduce -61.1% | 19,425 | $807K |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Add +25.8% | 19,352 | $804K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +7.0% | 19,100 | $793K |
| White Pine Capital LLC | 0.30% | No change | 19,090 | $793K |
| Clearstead Advisors, LLC | 0.01% | Add +2477.0% | 18,941 | $787K |
| Safeguard Financial, LLC | 0.22% | No change | 18,794 | $781K |
| Kingswood Wealth Advisors, LLC | 0.07% | New | 18,747 | $779K |
| SOL Capital Management CO | 0.09% | Reduce -1.1% | 18,744 | $778K |
| Verus Capital Partners, LLC | 0.08% | Add +7.1% | 18,605 | $776K |
| Moors & Cabot, Inc. | 0.04% | Add +23.0% | 18,563 | $771K |
| Aldebaran Financial Inc. | 1.00% | Add +46.9% | 18,428 | $765K |
| Global Financial Private Client, LLC | 0.32% | Reduce -13.2% | 18,416 | $765K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.1% | 17,943 | $745K |
| Trinity Wealth Management, LLC | 0.37% | Add +5.0% | 17,818 | $740K |
| Wulff, Hansen & Co. | 0.73% | New | 17,745 | $737K |
| Delta Wealth Advisors LLC | 0.71% | Reduce -2.6% | 17,368 | $721K |
| Rothschild Wealth LLC | 0.23% | Add +0.5% | 17,339 | $720K |
| Householder Group Estate & Retirement Specialist, LLC | 0.20% | Add +51.4% | 17,313 | $719K |
| Abbot Financial Management, Inc. | 0.38% | Add +0.0% | 17,182 | $714K |
| Axiom Advisory, LLC | 0.01% | New | 17,169 | $713K |
| Collaborative Wealth Managment Inc. | 0.35% | Reduce -2.7% | 17,152 | $712K |
| Titleist Asset Management, LLC | 0.11% | Reduce -11.0% | 17,144 | $712K |
| Two Sigma Investments, LP | 0.00% | Reduce -55.8% | 16,982 | $705K |
| Security Financial Services, INC. | 0.15% | Add +17.2% | 16,847 | $700K |
| Trexquant Investment LP | 0.01% | New | 16,452 | $683K |
| Advisory Alpha, LLC | 0.03% | Add +2.1% | 16,276 | $676K |
| Municipal Employees' Retirement System of Michigan | 0.01% | New | 15,987 | $664K |
| Sunburst Financial Group, LLC | 0.18% | Reduce -0.3% | 15,761 | $655K |
| Armbruster Capital Management, Inc. | 0.14% | New | 15,670 | $651K |
| Sentinel Pension Advisors, LLC | 0.13% | Add +0.6% | 15,571 | $647K |
| Interchange Capital Partners, LLC | 0.24% | Add +2.2% | 15,544 | $646K |
| Fernwood Investment Management, LLC | 0.20% | No change | 15,437 | $641K |
| CGN Advisors LLC | 0.07% | Add +5.9% | 15,271 | $634K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -74.4% | 15,231 | $633K |
| Ranch Capital Advisors Inc. | 0.33% | Reduce -0.9% | 15,083 | $626K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -3.4% | 14,815 | $615K |
| Raymond James Trust N.A. | 0.01% | Add +16.1% | 14,787 | $614K |
| Financial Management Network Inc. | 0.15% | Add +2.1% | 14,931 | $613K |
| Continental Investors Services, Inc. | 1.36% | Reduce -4.3% | 14,734 | $612K |
| Indie Asset Partners, LLC | 0.49% | Reduce -0.1% | 14,684 | $610K |
| Kelly Financial Services LLC | 0.22% | Reduce -24.3% | 14,646 | $608K |
| Tilson Financial Group, Inc. | 0.61% | No change | 14,520 | $603K |
| Butensky & Cohen Financial Security, Inc. | 0.19% | Reduce -0.1% | 14,470 | $601K |
| Capital Planning Advisors, LLC | 0.10% | Add +1.6% | 14,423 | $599K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -13.5% | 14,389 | $598K |
| Brown Financial Advisory | 0.46% | Reduce -2.7% | 14,378 | $597K |
| SFG Wealth Management, LLC. | 0.34% | Add +4.5% | 14,349 | $596K |
| US Financial Advisors, LLC | 0.20% | Reduce -1.8% | 14,278 | $593K |
| LexAurum Advisors, LLC | 0.14% | Reduce -9.6% | 14,041 | $583K |
| Alaska Wealth Advisors, LLC | 0.09% | Add +1.1% | 13,882 | $577K |
| McIlrath & Eck, LLC | 0.09% | Reduce -5.0% | 13,878 | $576K |
| Savvy Advisors, Inc. | 0.19% | Reduce -9.8% | 13,859 | $576K |
| Ehrlich Financial Group | 0.45% | Reduce -10.3% | 13,777 | $572K |
| Redwood Financial Network Corp | 0.48% | Add +1.2% | 13,747 | $571K |
| Patron Partners, LLC | 0.33% | Add +1.5% | 13,716 | $570K |
| Fingerlakes Wealth Management, Inc. | 0.51% | Reduce -8.2% | 13,641 | $567K |
| Arkadios Wealth Advisors | 0.04% | Add +1.8% | 13,583 | $564K |
| Retirement Planning Co of New England, Inc. | 0.31% | Add +2.6% | 13,548 | $563K |
| Adams Wealth Management | 0.13% | Add +11.8% | 13,544 | $562K |
| CacheTech Inc. | 0.13% | — | 13,544 | $562K |
| MGB Wealth Management, LLC | 0.21% | Reduce -1.4% | 12,983 | $562K |
| F/m Investments LLC | 0.02% | New | 13,508 | $561K |
| Brown Advisory Inc. | 0.00% | Add +22.6% | 13,467 | $559K |
| True Wealth Design, LLC | 0.14% | No change | 13,310 | $553K |
| Balboa Wealth Partners | 0.15% | Reduce -16.6% | 13,296 | $552K |
| Brio Consultants, LLC | 0.09% | Reduce -7.4% | 13,215 | $549K |
| Pacific Sun Financial Corp | 0.32% | Reduce -0.5% | 13,211 | $549K |
| Grove Bank & Trust | 0.09% | Reduce -0.6% | 13,208 | $549K |
| PCA Investment Advisory Services Inc. | 0.29% | Add +1.1% | 13,128 | $545K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 12,998 | $540K |
| Procyon Advisors, LLC | 0.04% | Add +7.3% | 12,861 | $534K |
| Mutual Advisors, LLC | 0.02% | Add +10.1% | 11,743 | $534K |
| Cullen/Frost Bankers, Inc. | 0.01% | New | 12,771 | $530K |
| Gilbert & Cook, Inc. | 0.08% | Reduce -12.3% | 12,717 | $528K |
| BLB&B Advisors, LLC | 0.03% | Reduce -8.2% | 12,705 | $528K |
| Barnes Pettey Financial Advisors, LLC | 0.45% | Reduce -2.1% | 12,509 | $519K |
| Parcion Private Wealth LLC | 0.05% | Reduce -17.7% | 12,354 | $513K |
| USAdvisors Wealth Management, LLC | 0.18% | Reduce -27.1% | 12,344 | $512K |
| E&G Advisors, LLC | 0.15% | Reduce -0.0% | 12,196 | $507K |
| Sightline Wealth Advisors, LLC | 0.32% | Reduce -10.5% | 12,190 | $506K |
| Latitude Advisors, LLC | 0.31% | Reduce -2.3% | 12,083 | $502K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -2.9% | 12,030 | $500K |
| Verdence Capital Advisors LLC | 0.04% | Add +0.5% | 12,007 | $499K |
| Alliance Wealth Advisors, LLC | 0.15% | Add +21.8% | 11,985 | $498K |
| Moneywise, Inc. | 0.26% | Reduce -8.2% | 11,891 | $494K |
| Centaurus Financial, Inc. | 0.03% | Add +36.9% | 11,877 | $493K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.3% | 11,825 | $491K |
| Vise Technologies, Inc. | 0.09% | Add +61.5% | 11,779 | $489K |
| Meridian Wealth Management, LLC | 0.06% | New | 11,741 | $488K |
| Sovereign Financial Group, Inc. | 0.12% | Add +0.0% | 11,721 | $487K |
| Drucker Wealth 3.0, LLC | 0.13% | — | 11,706 | $486K |
| Wambolt & Associates, LLC | 0.14% | Add +0.2% | 11,789 | $485K |
| Second Line Capital, LLC | 0.15% | Reduce -9.2% | 11,638 | $483K |
| Moloney Securities Asset Management, LLC | 0.07% | Add +0.2% | 11,597 | $482K |
| Amplius Wealth Advisors, LLC | 0.05% | Reduce -0.0% | 11,592 | $481K |
| Silver Oak Securities, Incorporated | 0.07% | Add +19.9% | 11,418 | $474K |
| PFG Advisors | 0.03% | Add +5.2% | 11,365 | $472K |
| Curi Capital, LLC | 0.01% | Add +2.1% | 11,363 | $472K |
| McGuire Investment Group, LLC | 0.07% | No change | 11,357 | $472K |
| Paladin Advisory Group, LLC | 0.37% | No change | 11,451 | $471K |
| Vertex Planning Partners, LLC | 0.12% | Reduce -0.4% | 11,261 | $468K |
| American Trust | 0.04% | Reduce -1.1% | 11,224 | $466K |
| Compound Planning, Inc. | 0.03% | Reduce -28.3% | 11,194 | $465K |
| Lynch & Associates | 0.10% | No change | 11,114 | $462K |
| Snowden Capital Advisors LLC | 0.01% | Add +15.3% | 11,107 | $461K |
| Harbor Investment Advisory, LLC | 0.05% | Reduce -46.0% | 10,928 | $454K |
| BCS Wealth Management | 0.22% | No change | 10,895 | $452K |
| Templeton & Phillips Capital Management, LLC | 0.40% | Add +37.5% | 10,803 | $449K |
| Bank of Marin | 0.38% | New | 10,737 | $446K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 10,642 | $442K |
| Private Advisory Group LLC | 0.06% | No change | 10,641 | $442K |
| Whitegate Investment Counselors, Inc. | 0.12% | Reduce -27.5% | 10,542 | $438K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -18.4% | 10,490 | $436K |
| Sentinel Trust Co. Lba | 0.05% | Reduce -0.1% | 10,409 | $432K |
| Van Den Berg Management I, Inc. | 0.13% | Reduce -1.3% | 10,323 | $429K |
| Flow Traders U.S. LLC | 0.02% | Reduce -58.3% | 10,280 | $427K |
| PAX Financial Group, LLC | 0.08% | Reduce -0.6% | 10,169 | $422K |
| Anchor Investment Management, LLC | 0.04% | No change | 10,113 | $420K |
| Fisher Asset Management | 0.00% | New | 10,089 | $419K |
| Carr Financial Group Corp | 0.13% | Reduce -1.6% | 10,077 | $418K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 10,069 | $418K |
| Narus Financial Partners, LLC | 0.17% | Reduce -7.1% | 10,015 | $416K |
| Advance Capital Management, Inc. | 0.02% | Reduce -21.8% | 9,981 | $415K |
| Outlook Wealth Advisors, LLC | 0.13% | Reduce -19.9% | 16,585 | $413K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -3.1% | 9,905 | $411K |
| Vawter Financial, Ltd. | 0.28% | Reduce -3.0% | 9,866 | $410K |
| Glen Eagle Advisors, LLC | 0.07% | Reduce -37.2% | 9,783 | $406K |
| Brookstone Capital Management | 0.01% | Reduce -7.5% | 8,944 | $405K |
| Oxford Financial Group, LTD. LLC | 0.03% | Add +1.6% | 9,542 | $396K |
| Brevan Howard Capital Management LP | 0.03% | New | 9,481 | $394K |
| Old Second National Bank of Aurora | 0.10% | Add +233.4% | 9,443 | $392K |
| Richard W. Paul & Associates, LLC | 0.15% | Reduce -13.3% | 9,321 | $387K |
| Manhattan West Asset Management, LLC | 0.10% | Reduce -30.5% | 9,314 | $387K |
| HBW Advisory Services LLC | 0.06% | Add +91.9% | 9,207 | $382K |
| Caldwell Trust Co | 0.04% | No change | 9,152 | $380K |
| Horizon Wealth Management, LLC | 0.09% | Add +0.0% | 9,111 | $378K |
| Tennessee Valley Asset Management Partners | 0.07% | Add +0.7% | 9,087 | $377K |
| MBE Wealth Management, LLC | 0.22% | Reduce -0.1% | 8,947 | $372K |
| Sterling Wealth Management, Inc. | 0.18% | Reduce -5.0% | 8,895 | $369K |
| Parsons Capital Management Inc. | 0.03% | Reduce -2.5% | 8,878 | $369K |
| Claro Advisors Inc. | 0.06% | Reduce -76.9% | 8,827 | $367K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -50.2% | 8,737 | $363K |
| Vantage Investment Partners, LLC | 0.03% | No change | 8,705 | $362K |
| Northern Trust Corp. | 0.00% | Reduce -11.0% | 8,675 | $360K |
| Sandy Cove Advisors, LLC | 0.16% | Reduce -9.4% | 8,658 | $360K |
| Norden Group LLC | 0.07% | Add +79.2% | 8,609 | $358K |
| Mystic Asset Management, Inc. | 0.14% | Add +5.8% | 8,520 | $354K |
| Tsfg, LLC | 0.08% | Add +36.6% | 8,505 | $353K |
| Strategic Investment Advisors / MI | 0.04% | Reduce -16.9% | 8,414 | $349K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -8.9% | 8,389 | $348K |
| Summit Global Investments | 0.03% | Reduce -8.8% | 8,375 | $348K |
| Summit Trail Advisors, LLC | 0.01% | No change | 8,324 | $346K |
| Prospera Financial Services Inc | 0.01% | Reduce -4.5% | 8,294 | $345K |
| Legacy Advisors, LLC | 0.04% | Add +3.6% | 8,238 | $342K |
| Vicus Capital | 0.03% | Add +1.8% | 8,132 | $338K |
| Oakwell Private Wealth Management, LLC | 0.10% | Reduce -0.3% | 8,115 | $337K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 8,100 | $336K |
| Braun-Bostich & Associates Inc. | 0.25% | Reduce -77.5% | 8,082 | $336K |
| Colonial Trust Co / SC | 0.06% | No change | 8,000 | $332K |
| Center For Asset Management LLC | 0.22% | Reduce -4.7% | 7,902 | $328K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +11.6% | 7,128 | $328K |
| Lifeworks Advisors, LLC | 0.09% | Add +7.0% | 7,892 | $328K |
| Kavar Capital Partners Group, LLC | 0.06% | Reduce -7.1% | 7,888 | $328K |
| Belpointe Asset Management LLC | 0.02% | New | 7,846 | $326K |
| Stephens Inc. | 0.01% | No change | 7,840 | $326K |
| Laraway Financial Advisors Inc | 0.28% | Add +0.0% | 7,819 | $325K |
| Independent Wealth Network Inc. | 0.15% | Reduce -2.3% | 7,811 | $324K |
| Fusion Family Wealth, LLC | 0.03% | No change | 7,806 | $324K |
| Harmony Asset Management LLC | 0.14% | Reduce -7.2% | 7,790 | $324K |
| Sebold Capital Management, Inc. | 0.22% | Reduce -13.8% | 7,752 | $322K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -38.6% | 7,727 | $321K |
| Coastwise Capital Group, LLC | 0.31% | New | 7,711 | $320K |
| Signet Financial Management, LLC | 0.04% | New | 7,694 | $320K |
| JDM Financial Group LLC | 0.22% | Add +0.0% | 7,679 | $319K |
| Sigma Planning Corp | 0.01% | Reduce -33.1% | 7,638 | $317K |
| ACT Advisors, LLC. | 0.16% | Reduce -0.6% | 7,467 | $310K |
| Iams Wealth Management, LLC | 0.17% | New | 7,454 | $310K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -39.4% | 7,453 | $310K |
| AIFG Consultants Ltd. | 0.23% | Add +0.1% | 7,438 | $309K |
| Intrua Financial, LLC | 0.05% | Reduce -72.0% | 7,406 | $308K |
| Retirement Planning Group, LLC | 0.02% | Reduce -19.9% | 7,392 | $307K |
| American Financial & Tax Strategies Inc. | 0.16% | Reduce -0.3% | 7,341 | $305K |
| International Private Wealth Advisors LLC | 0.50% | New | 7,200 | $299K |
| Adero Partners, LLC | 0.02% | No change | 7,184 | $298K |
| Swmg, LLC | 0.13% | Add +0.0% | 7,168 | $298K |
| Levy Wealth Management Group, LLC | 0.08% | New | 7,141 | $297K |
| Veltria Advisors Corp. | 0.11% | Add +3.6% | 7,068 | $294K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +24.1% | 7,064 | $293K |
| PCG Wealth Advisors, LLC | 0.13% | Reduce -55.8% | 7,042 | $292K |
| Coordinated Financial Services, Inc. | 0.25% | Add +0.4% | 7,040 | $292K |
| Welch & Forbes LLC | 0.00% | Reduce -0.0% | 7,122 | $292K |
| Creative Financial Designs Inc. | 0.03% | Reduce -5.5% | 7,013 | $291K |
| Koshinski Asset Management, Inc. | 0.03% | Add +36.2% | 7,094 | $291K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 6,983 | $290K |
| Acas, LLC | 0.25% | New | 6,300 | $290K |
| Five Oceans Advisors | 0.15% | Add +3.7% | 6,977 | $290K |
| Synovus Financial Corp. | 0.00% | Reduce -3.3% | 6,951 | $289K |
| MSH Capital Advisors LLC | 0.10% | New | 6,924 | $288K |
| &partners | 0.01% | New | 6,907 | $287K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -21.9% | 6,875 | $286K |
| Avantax Planning Partners, Inc. | 0.01% | New | 6,863 | $285K |
| Lockerman Financial Group, Inc. | 0.52% | Reduce -15.6% | 6,841 | $284K |
| Vestia Personal Wealth Advisors | 0.30% | — | 6,823 | $283K |
| Continuum Advisory, LLC | 0.04% | Reduce -0.1% | 6,814 | $283K |
| Courier Capital LLC | 0.02% | No change | 6,655 | $276K |
| Commerce Bank | 0.00% | New | 6,547 | $272K |
| Essex Bank | 0.07% | Add +4.8% | 6,531 | $271K |
| TrinityPoint Wealth, LLC | 0.04% | Add +3.0% | 6,494 | $270K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -72.5% | 6,436 | $267K |
| Graypoint LLC | 0.02% | Add +0.0% | 6,301 | $262K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +0.5% | 6,276 | $261K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -60.9% | 6,273 | $261K |
| First Trust Direct Indexing L.P. | 0.02% | Reduce -8.5% | 6,271 | $260K |
| Acropolis Investment Management, LLC | 0.02% | No change | 6,258 | $260K |
| Vista Investment Management | 0.10% | New | 6,195 | $257K |
| Marion Wealth Management | 0.08% | Add +0.4% | 6,194 | $257K |
| Main Line Retirement Advisors, LLC | 0.20% | Add +0.5% | 6,183 | $257K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -18.5% | 6,158 | $256K |
| Optimist Retirement Group LLC | 0.13% | Add +0.1% | 6,133 | $255K |
| Castleview Partners, LLC | 0.14% | Add +21.4% | 6,122 | $254K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -10.9% | 6,083 | $253K |
| Noesis Capital Mangement Corp. | 0.06% | Add +0.3% | 6,018 | $250K |
| VCI Wealth Management LLC | 0.12% | New | 5,999 | $249K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -5.7% | 5,959 | $247K |
| Burt Wealth Advisors | 0.07% | Reduce -8.7% | 5,956 | $247K |
| Baker Tilly Wealth Management, LLC | 0.10% | Reduce -15.2% | 5,929 | $246K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | Reduce -8.6% | 5,909 | $245K |
| First Heartland Consultants, Inc. | 0.02% | New | 5,897 | $245K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +18.1% | 5,888 | $245K |
| Ritholtz Wealth Management | 0.01% | Add +0.3% | 5,873 | $244K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -4.0% | 5,945 | $244K |
| MB Generational Wealth, LLC | 0.19% | New | 5,864 | $244K |
| Keybank National Association | 0.00% | No change | 5,830 | $242K |
| Sapient Capital LLC | 0.01% | No change | 5,828 | $242K |
| Aspen Wealth Management LLC | 0.08% | Reduce -9.5% | 5,820 | $242K |
| Cascade Financial Partners, LLC | 0.03% | Add +0.1% | 5,805 | $241K |
| National Wealth Management Group, LLC | 0.18% | Reduce -25.3% | 5,780 | $240K |
| High Falls Advisors, Inc | 0.06% | No change | 5,779 | $240K |
| Apollon Wealth Management, LLC | 0.01% | Add +5.5% | 5,672 | $236K |
| Detalus Advisors, LLC | 0.08% | Reduce -16.8% | 5,657 | $235K |
| Professional Financial Advisors, LLC | 0.06% | Add +0.1% | 5,570 | $231K |
| Townsend Asset Management Corp. /NC/ | 0.09% | Add +0.0% | 5,499 | $228K |
| United Advisor Group, LLC | 0.07% | New | 5,498 | $228K |
| Tyche Wealth Partners LLC | 0.06% | New | 5,460 | $227K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 5,423 | $225K |
| Stegent Equity Advisors, Inc. | 0.23% | No change | 5,419 | $225K |
| Roman Butler Fullerton & Co. | 0.07% | Add +0.4% | 5,395 | $223K |
| Visionary Wealth Advisors | 0.01% | Reduce -4.3% | 5,364 | $223K |
| Angeles Wealth Management, LLC | 0.02% | No change | 5,359 | $223K |
| Maia Wealth LLC | 0.07% | — | 5,055 | $222K |
| Spectrum Planning & Advisory Services Inc. | 0.21% | — | 5,390 | $222K |
| Red Mountain Financial, LLC | 0.27% | — | 5,297 | $220K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.2% | 5,244 | $218K |
| Diversified, LLC | 0.03% | No change | 5,218 | $217K |
| N.E.W. Advisory Services LLC | 0.02% | Add +3.0% | 5,191 | $216K |
| Charter Research & Investment Group, Inc. | 0.17% | No change | 5,160 | $214K |
| Wallace Advisory Group, LLC | 0.15% | New | 5,160 | $214K |
| Lion Street Advisors, LLC | 0.08% | Reduce -0.7% | 5,153 | $214K |
| Bleakley Financial Group, LLC | 0.01% | Add +7.5% | 5,147 | $214K |
| Simplicity Wealth,LLC | 0.00% | Add +7.5% | 5,147 | $214K |
| Rehmann Capital Advisory Group | 0.02% | Add +1.3% | 5,061 | $210K |
| Argent Trust Co | 0.01% | Reduce -4.5% | 5,050 | $210K |
| SVB Wealth LLC | 0.01% | Reduce -42.2% | 5,014 | $208K |
| Lanark Financial, Inc. | 0.02% | Add +2.4% | 5,019 | $208K |
| Ellis Investment Partners, LLC | 0.04% | No change | 4,957 | $206K |
| Guardian Wealth Advisors, LLC | 0.13% | No change | 4,922 | $204K |
| Power Wealth Management LLC | 0.10% | Reduce -2.7% | 4,888 | $203K |
| FSA Advisors, Inc. | 0.21% | No change | 4,701 | $200K |
| Cranbrook Wealth Management, LLC | 0.05% | No change | 4,766 | $198K |
| Sachetta, LLC | 0.09% | Add +23.0% | 4,290 | $196K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +2.9% | 4,646 | $193K |
| TD Private Client Wealth LLC | 0.01% | Add +15.1% | 4,500 | $187K |
| US Bancorp \de | 0.00% | Add +18.7% | 4,352 | $181K |
| Independence Bank of Kentucky | 0.05% | No change | 4,233 | $176K |
| Balefire, LLC | 0.06% | Reduce -6.3% | 4,066 | $169K |
| Ballast Advisors LLC | 0.05% | Reduce -7.4% | 4,027 | $167K |
| HM Payson & Co. | 0.00% | Add +865.9% | 3,989 | $166K |
| Arcadia Investment Management Corp. | 0.03% | No change | 3,899 | $162K |
| Brown Brothers Harriman & Co. | 0.00% | New | 3,750 | $156K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +114.6% | 3,734 | $155K |
| WASHINGTON TRUST Co | 0.01% | No change | 3,495 | $145K |
| Aspire Wealth Management Corp | 0.08% | Reduce -3.3% | 3,393 | $141K |
| Naples Money Management LLC | 0.12% | Add +0.5% | 3,361 | $138K |
| Whittier Trust Co. | 0.00% | Reduce -1.8% | 3,024 | $126K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +130.1% | 2,957 | $122K |
| NFSG Corp | 0.04% | Add +17.7% | 2,904 | $121K |
| SIMA Wealth Partners, LLC | 0.11% | — | 2,767 | $115K |
| Carmichael Hill & Associates, Inc. | 0.05% | Reduce -44.7% | 2,761 | $115K |
| Cedar Wealth Management, LLC | 0.04% | Add +8.0% | 2,713 | $113K |
| Phillips Financial Management, LLC | 0.01% | Reduce -0.4% | 2,568 | $107K |
| S.A. Mason LLC | 0.06% | Add +15.7% | 2,452 | $102K |
| PrairieView Partners, LLC | 0.01% | Reduce -5.0% | 2,369 | $98K |
| Oakworth Capital, Inc. | 0.01% | No change | 2,354 | $98K |
| West Branch Capital LLC | 0.04% | No change | 2,341 | $97K |
| Orion Capital Management LLC | 0.05% | No change | 2,278 | $95K |
| Quadrant Capital Group LLC | 0.01% | No change | 2,268 | $94K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | No change | 2,264 | $94K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -3.1% | 2,193 | $91K |
| Sage Mountain Advisors LLC | 0.01% | Add +135.3% | 2,186 | $91K |
| Northwest Capital Management Inc | 0.03% | Add +11.8% | 2,115 | $88K |
| Spire Wealth Management | 0.00% | Add +0.1% | 2,069 | $86K |
| Great Lakes Retirement, Inc. | 0.01% | New | 2,066 | $86K |
| American National Bank & Trust | 0.01% | No change | 1,990 | $83K |
| Dogwood Wealth Management LLC | 0.05% | Reduce -74.7% | 1,982 | $82K |
| Signaturefd, LLC | 0.00% | Add +762.0% | 1,767 | $73K |
| Lynx Investment Advisory | 0.05% | — | 1,725 | $72K |
| Caitlin John, LLC | 0.05% | Reduce -12.2% | 1,692 | $70K |
| Smithfield Trust Co | 0.00% | No change | 1,831 | $70K |
| ICA Group Wealth Management, LLC | 0.04% | Reduce -96.7% | 1,643 | $68K |
| Qube Research & Technologies Ltd | 0.00% | Add +25.0% | 1,624 | $67K |
| JFS Wealth Advisors, LLC | 0.01% | Add +23.0% | 1,612 | $67K |
| Kathleen S. Wright Associates Inc. | 0.03% | New | 1,566 | $65K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,542 | $64K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,524 | $63K |
| Clear Point Advisors Inc. | 0.05% | No change | 1,518 | $63K |
| Private Ocean, LLC | 0.01% | Add +0.5% | 1,518 | $63K |
| Blue Trust, Inc. | 0.00% | No change | 1,455 | $63K |
| GAMMA Investing LLC | 0.01% | Add +31.3% | 1,498 | $62K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,473 | $61K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,466 | $61K |
| Mather Group, Llc. | 0.00% | Add +347.1% | 1,386 | $60K |
| Atwood & Palmer Inc. | 0.00% | Add +78.0% | 1,385 | $58K |
| Ancora Advisors LLC | 0.00% | Add +45.3% | 1,372 | $57K |
| Parkside Financial Bank & Trust | 0.01% | New | 1,321 | $55K |
| SYM FINANCIAL Corp | 0.01% | New | 1,225 | $51K |
| Sandy Spring Bank | 0.00% | Add +8.8% | 1,218 | $51K |
| Gradient Investments LLC | 0.00% | Reduce -0.1% | 1,199 | $50K |
| Partnership Wealth Management, LLC | 0.04% | Add +0.3% | 1,164 | $48K |
| M&R Capital Management Inc. | 0.01% | Add +21.9% | 1,153 | $48K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -0.4% | 1,140 | $47K |
| Jones Financial Companies LLLP | 0.00% | New | 1,108 | $46K |
| TCTC Holdings, LLC | 0.00% | No change | 1,089 | $45K |
| CENTRAL TRUST Co | 0.00% | No change | 1,075 | $45K |
| Macroview Investment Management LLC | 0.05% | Add +0.5% | 1,067 | $44K |
| Smartleaf Asset Management LLC | 0.01% | Add +10.8% | 996 | $41K |
| Transcendent Capital Group LLC | 0.02% | Reduce -18.4% | 981 | $41K |
| Triad Wealth Partners, LLC | 0.02% | New | 949 | $39K |
| WealthShield Partners, LLC | 0.01% | Reduce -60.7% | 911 | $38K |
| Sound Income Strategies, LLC | 0.00% | No change | 888 | $37K |
| Red Tortoise LLC | 0.02% | Add +0.5% | 849 | $35K |
| International Assets Investment Management, LLC | 0.00% | New | 794 | $33K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 761 | $32K |
| Montag A & Associates Inc. | 0.00% | No change | 755 | $31K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 687 | $29K |
| FSC Wealth Advisors, LLC | 0.02% | Add +0.6% | 684 | $28K |
| Westside Investment Management, Inc. | 0.01% | No change | 677 | $28K |
| Rothschild Investment LLC | 0.00% | Add +0.7% | 677 | $28K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 670 | $28K |
| Webster Bank, N. A. | 0.00% | No change | 650 | $27K |
| Community Bank, N.A. | 0.00% | No change | 638 | $26K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 585 | $24K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.5% | 570 | $24K |
| Barrett & Company, Inc. | 0.01% | No change | 562 | $23K |
| Chilton Capital Management LLC | 0.00% | New | 562 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -25.1% | 527 | $22K |
| Wolff Wiese Magana LLC | 0.02% | Add +28.6% | 508 | $21K |
| Center for Financial Planning, Inc. | 0.00% | No change | 500 | $21K |
| Baldwin Wealth Partners LLC | 0.00% | New | 500 | $21K |
| Tyler-Stone Wealth Management | 0.01% | No change | 493 | $20K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -60.2% | 493 | $20K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.4% | 471 | $20K |
| SJS Investment Consulting Inc. | 0.00% | No change | 426 | $18K |
| Global Wealth Strategies & Associates | 0.01% | No change | 406 | $17K |
| Centennial Bank | 0.01% | No change | 377 | $16K |
| Brown Financial Advisors | 0.01% | — | 375 | $16K |
| AllSquare Wealth Management LLC | 0.01% | No change | 357 | $15K |
| Bokf, NA | 0.00% | No change | 342 | $14K |
| Atticus Wealth Management, LLC | 0.00% | Add +25.5% | 320 | $13K |
| Tucker Asset Management LLC | 0.00% | No change | 320 | $13K |
| First Command Advisory Services, Inc. | 0.00% | Add +26.8% | 303 | $13K |
| ORG Partners LLC | 0.00% | New | 305 | $13K |
| Citigroup Inc. | 0.00% | Add +100.0% | 282 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 280 | $12K |
| Coppell Advisory Solutions LLC | 0.00% | — | 260 | $11K |
| REAP Financial Group, LLC | 0.00% | Reduce -13.5% | 257 | $11K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | New | 246 | $10K |
| Financial Freedom, LLC | 0.01% | No change | 231 | $10K |
| Centerpoint Advisors, LLC | 0.00% | No change | 214 | $9K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 215 | $9K |
| Horizons Wealth Management | 0.01% | No change | 164 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 165 | $7K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +5.1% | 164 | $7K |
| Lindbrook Capital, LLC | 0.00% | No change | 152 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -70.9% | 152 | $6K |
| Simplex Trading, LLC | 0.00% | New | 166 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 134 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -20.4% | 133 | $6K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 132 | $5K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 127 | $5K |
| SYSTM Wealth Solutions LLC | 0.00% | Add +0.8% | 118 | $5K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 105 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Add +138.3% | 112 | $5K |
| Ransom Advisory, Ltd | 0.00% | No change | 111 | $5K |
| Financial Perspectives, Inc | 0.00% | No change | 90 | $4K |
| New Millennium Group LLC | 0.00% | New | 78 | $3K |
| WFA Asset Management Corp | 0.00% | No change | 76 | $3K |
| Addison Advisors LLC | 0.00% | New | 74 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 72 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | Reduce -59.3% | 72 | $3K |
| Horizon Financial Services, LLC | 0.00% | No change | 69 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 69 | $3K |
| Covestor Ltd | 0.00% | Reduce -14.6% | 41 | $2K |
| Islay Capital Management, LLC | 0.00% | Reduce -4.1% | 47 | $2K |
| Parallel Advisors, LLC | 0.00% | Reduce -94.3% | 45 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 41 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -84.9% | 37 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 28 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 33 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +69.2% | 22 | $914 |
| Family Asset Management, LLC | 0.00% | No change | 20 | $831 |
| McClarren Financial Advisors, Inc. | 0.01% | Reduce -94.3% | 1,079 | $648 |
| Chris Bulman Inc | 0.00% | — | 15 | $623 |
| SouthState Bank Corp | 0.00% | New | 13 | $540 |
| Spirit of America Management Corp. | 0.00% | Reduce -99.9% | 4 | $175 |
| Bogart Wealth, LLC | 0.00% | No change | 2 | $83 |
| Your Advocates Ltd., LLP | 0.00% | No change | 1 | $42 |
"% of holder's portfolio" is SPSM's weight in each manager's 13F, not the share of SS SPDR P S&P 600 Small Cap the manager owns.