SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q3 2025 (September 30)899holders +9
79new positions
47sold out
3famous investors
$46.32avg. 13F price*
At the end of Q3 2025, 899 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings, up 9 from Q2 2025. 79 opened new positions and 47 sold out. The largest holders were LPL Financial LLC ($1.2B), Financial Engines Advisors L.L.C. ($1.1B) and Betterment LLC ($840.4M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P S&P 600 Small Cap
- Filed as
- SPDR SERIES TRUST (Q3 2025)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $144.0M |
| Exits | 47 | $42.5M |
All 13F filers, Q2 2025 → Q3 2025: 16,696,651 shares bought and 8,716,335 shares sold, net +7,980,316 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 899 holders
| LPL Financial LLC | 0.35% | Add +9.5% | 25,628,182 | $1.2B |
| Financial Engines Advisors L.L.C. | 2.03% | Reduce -3.5% | 23,000,738 | $1.1B |
| Betterment LLC | 1.66% | Add +3.0% | 18,142,585 | $840.4M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +3.5% | 6,362,933 | $294.7M |
| Morgan Stanley | 0.02% | Add +9.4% | 5,372,230 | $248.8M |
| Valmark Advisers, Inc. | 3.19% | Reduce -15.1% | 5,315,886 | $246.2M |
| Envestnet Asset Management Inc. | 0.05% | Add +19.0% | 3,882,503 | $179.8M |
| Ameriprise Financial Inc. | 0.04% | Reduce -0.5% | 3,752,588 | $173.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.40% | Add +3.6% | 3,281,191 | $152.0M |
| Bank of America Corp. | 0.01% | Add +5.0% | 3,272,697 | $151.6M |
| Creative Planning | 0.10% | Reduce -1.0% | 2,829,374 | $131.1M |
| Raymond James Financial Inc. | 0.04% | Add +6.1% | 2,773,574 | $128.5M |
| Osaic Holdings, Inc. | 0.15% | Add +44.1% | 2,256,998 | $104.2M |
| PNC Financial Services Group, Inc. | 0.05% | Add +1.2% | 1,931,478 | $89.5M |
| Texas Permanent School Fund Corp. | 2.72% | Add +25.7% | 1,804,117 | $83.6M |
| Pinnacle Wealth Planning Services, Inc. | 9.51% | Add +5.6% | 1,752,614 | $81.2M |
| State Street Corp. | 0.00% | Add +33.9% | 1,724,825 | $79.9M |
| Assetmark, Inc. | 0.17% | Add +26.0% | 1,674,127 | $77.5M |
| Crestwood Advisors Group, LLC | 1.31% | Add +2.1% | 1,666,835 | $77.2M |
| Wealthcare Advisory Partners LLC | 1.59% | Add +0.8% | 1,643,666 | $76.1M |
| UBS Group AG | 0.01% | Add +18.5% | 1,512,859 | $70.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +5.3% | 1,476,417 | $68.4M |
| Vantagepoint Investment Advisers LLC | 0.53% | New | 1,413,202 | $65.5M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Add +121.1% | 1,254,850 | $58.1M |
| Cetera Investment Advisers | 0.07% | Add +14.0% | 1,245,557 | $57.7M |
| Dakota Wealth Management | 1.15% | Add +9.7% | 1,226,104 | $56.8M |
| Private Advisor Group, LLC | 0.28% | Reduce -2.2% | 1,214,240 | $56.2M |
| Mason Street Advisors, LLC | 5.59% | Add +6.9% | 1,163,700 | $53.9M |
| Stifel Financial Corp. | 0.05% | Add +9.5% | 1,132,906 | $52.5M |
| Great Valley Advisor Group, Inc. | 1.02% | Add +3.3% | 1,096,460 | $50.8M |
| HighTower Advisors, LLC | 0.06% | Add +9.8% | 1,058,698 | $49.0M |
| Stadion Money Management, LLC | 3.72% | Add +23.4% | 1,005,482 | $46.6M |
| Morningstar Investment Management LLC | 1.70% | Add +310.1% | 994,157 | $46.0M |
| Midland Wealth Advisors, LLC | 2.40% | Reduce -16.7% | 967,737 | $44.8M |
| Equitable Holdings, Inc. | 0.32% | Add +9.2% | 940,625 | $43.6M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -7.7% | 894,465 | $41.4M |
| Wells Fargo & Company | 0.01% | Reduce -1.9% | 892,577 | $41.3M |
| Truist Financial Corp. | 0.05% | Reduce -0.4% | 840,028 | $38.9M |
| Waller Financial Planning Group, Inc. | 8.92% | Add +1.4% | 839,407 | $38.9M |
| Patriot Investment Management Group, Inc. | 2.33% | Add +4.5% | 769,539 | $35.6M |
| DAVENPORT & Co LLC | 0.18% | Reduce -15.3% | 736,780 | $34.1M |
| Peterson Wealth Advisors, LLC | 5.03% | Add +4.8% | 729,139 | $33.6M |
| Focus Financial Network, Inc. | 1.19% | Add +0.7% | 721,286 | $33.4M |
| Corient Private Wealth LP | 0.05% | Add +12.2% | 655,978 | $30.4M |
| Cwm, LLC | 0.09% | Add +2.5% | 654,475 | $30.3M |
| Royal Bank of Canada | 0.01% | Reduce -6.8% | 625,848 | $29.0M |
| Abound Financial, LLC | 11.49% | Add +0.4% | 619,689 | $28.7M |
| One Day In July LLC | 2.39% | Add +17.5% | 608,883 | $28.2M |
| St Germain D J Co. Inc. | 1.12% | Add +12.4% | 606,032 | $28.1M |
| Crews Bank & Trust | 4.09% | Reduce -9.2% | 603,241 | $27.9M |
| Strategic Financial Concepts, LLC | 3.96% | Add +2.5% | 587,650 | $27.2M |
| Compton Financial Group, LLC | 6.55% | Add +2.6% | 587,125 | $27.2M |
| Banco Santander, S.A. | 0.24% | Add +16.5% | 586,360 | $27.2M |
| Fund Evaluation Group, LLC | 0.98% | Add +3.8% | 583,271 | $27.0M |
| Bokf, NA | 0.40% | Add +35.8% | 578,260 | $26.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -0.5% | 576,642 | $26.6M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +5.9% | 559,958 | $25.9M |
| First Command Advisory Services, Inc. | 0.18% | Reduce -18.0% | 547,074 | $25.3M |
| Spinnaker Trust | 1.34% | Reduce -3.5% | 519,861 | $24.1M |
| Avior Wealth Management, LLC | 0.78% | Add +4.6% | 519,418 | $24.1M |
| RKL Wealth Management LLC | 2.04% | Add +8.3% | 517,702 | $24.0M |
| Mariner, LLC | 0.03% | Reduce -2.0% | 484,440 | $22.4M |
| Lido Advisors, LLC | 0.09% | Add +836.7% | 469,380 | $21.7M |
| Oarsman Capital, Inc. | 3.03% | Add +8.1% | 466,303 | $21.6M |
| Garrett Wealth Advisory Group, LLC | 4.08% | Add +2.7% | 451,885 | $20.9M |
| Vicus Capital | 1.60% | Add +1741.2% | 451,343 | $20.9M |
| McNamara Financial Services, Inc. | 3.88% | Add +0.9% | 450,315 | $20.9M |
| Wellington Management Group LLP | 0.00% | New | 438,960 | $20.3M |
| Legacy Edge Advisors, LLC | 2.35% | Add +9.7% | 429,793 | $19.9M |
| JPMorgan Chase & Co. | 0.00% | Add +7.3% | 416,554 | $19.3M |
| United Capital Financial Advisors, LLC | 0.14% | Add +44.0% | 412,247 | $19.1M |
| Park Avenue Securities LLC | 0.14% | Add +64.5% | 396,352 | $18.4M |
| Allen Capital Group, LLC | 1.74% | Add +2.6% | 393,272 | $18.2M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.10% | Reduce -0.7% | 387,704 | $18.0M |
| Berkshire Asset Management LLC | 0.75% | Add +2.6% | 382,259 | $17.7M |
| Octavia Wealth Advisors, LLC | 1.75% | Add +3.0% | 380,303 | $17.6M |
| Boston Standard Wealth Management, LLC | 2.93% | Add +0.6% | 376,264 | $17.4M |
| Shepherd Financial Partners LLC | 1.63% | Reduce -1.2% | 369,104 | $17.1M |
| Geneos Wealth Management Inc. | 0.43% | Add +3.0% | 368,785 | $17.1M |
| Financial Gravity Asset Management, Inc. | 3.35% | — | 366,916 | $17.0M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -1.7% | 358,309 | $16.6M |
| Merit Financial Group, LLC | 0.15% | Reduce -11.1% | 357,695 | $16.6M |
| Atlas Private Wealth Advisors | 3.94% | Reduce -59.0% | 346,902 | $16.1M |
| Austin Private Wealth, LLC | 1.23% | Add +43.5% | 344,348 | $16.0M |
| Hancock Prospecting Pty Ltd | 0.52% | Reduce -76.8% | 342,840 | $15.9M |
| Flagship Harbor Advisors, LLC | 0.68% | Add +9.2% | 337,737 | $15.6M |
| JNBA Financial Advisors | 1.41% | Reduce -1.4% | 335,572 | $15.5M |
| Cornerstone Advisors Asset Management, LLC | 2.68% | Add +6.6% | 330,999 | $15.3M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -5.6% | 327,734 | $15.2M |
| Composition Wealth, LLC | 0.22% | New | 321,899 | $14.9M |
| Fifth Third Bancorp | 0.05% | Add +7.7% | 319,263 | $14.8M |
| Cahaba Wealth Management, Inc. | 1.06% | Add +0.8% | 317,025 | $14.7M |
| MML Investors Services, LLC | 0.04% | Add +4.9% | 316,401 | $14.7M |
| Financial Security Advisor, Inc. | 3.07% | Reduce -4.4% | 311,612 | $14.4M |
| WBH Advisory Inc. | 1.09% | Add +0.9% | 309,126 | $14.3M |
| Sanctuary Advisors, LLC | 0.08% | Add +9.6% | 299,478 | $13.9M |
| Windsor Capital Management, LLC | 3.80% | Add +3.0% | 297,198 | $13.8M |
| Evermay Wealth Management LLC | 1.56% | Add +5.3% | 295,138 | $13.7M |
| United Asset Strategies, Inc. | 1.09% | Add +1.6% | 292,958 | $13.6M |
| TPG Financial Advisors, LLC | 4.98% | Reduce -0.7% | 288,571 | $13.4M |
| Carnegie Investment Counsel | 0.25% | Reduce -17.0% | 286,674 | $13.3M |
| Pure Financial Advisors, LLC | 0.21% | Add +1.0% | 285,957 | $13.2M |
| Kestra Advisory Services, LLC | 0.06% | Add +52.1% | 284,585 | $13.2M |
| Impact Partnership Wealth, LLC | 1.95% | Reduce -26.6% | 282,654 | $13.1M |
| UNIVEST FINANCIAL Corp | 0.73% | Reduce -1.8% | 281,060 | $13.0M |
| Savant Capital, LLC | 0.08% | Reduce -13.4% | 276,831 | $12.8M |
| Taylor & Morgan Wealth Management, LLC | 7.85% | Reduce -0.2% | 275,937 | $12.8M |
| OneAscent Financial Services LLC | 0.85% | Reduce -8.4% | 275,484 | $12.8M |
| IHT Wealth Management, LLC | 0.31% | Add +3.8% | 261,333 | $12.1M |
| Allworth Financial LP | 0.05% | Add +7.3% | 260,152 | $12.1M |
| NewEdge Advisors, LLC | 0.05% | Add +49.3% | 257,142 | $11.9M |
| Valeo Financial Advisors, LLC | 0.27% | Reduce -1.0% | 254,902 | $11.8M |
| AlphaStar Capital Management, LLC | 1.01% | Reduce -7.1% | 252,990 | $11.7M |
| Global Retirement Partners, LLC | 0.26% | Reduce -8.6% | 252,077 | $11.7M |
| Syntegra Private Wealth Group, LLC | 1.09% | Reduce -2.5% | 248,473 | $11.5M |
| Parkside Financial Bank & Trust | 0.84% | Add +6.7% | 232,924 | $10.8M |
| Western Wealth Management, LLC | 0.57% | Add +0.2% | 231,432 | $10.7M |
| Montz Harcus Wealth Management LLC | 4.52% | Add +2.7% | 223,490 | $10.4M |
| Financial Insights, Inc. | 3.42% | Add +5.3% | 222,810 | $10.3M |
| Mgo One Seven LLC | 0.24% | Add +5.6% | 221,962 | $10.3M |
| Cary Street Partners Financial LLC | 0.26% | Add +1.8% | 216,766 | $10.0M |
| Sterling Investment Advisors, Ltd. | 1.88% | Add +0.3% | 81,253 | $9.7M |
| Aspire Capital Advisors LLC | 2.35% | Add +14.2% | 205,453 | $9.5M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +5.7% | 204,942 | $9.5M |
| Richmond Investment Services, LLC | 1.68% | Add +39.0% | 195,441 | $9.1M |
| Tortoise Investment Management, LLC | 0.80% | Add +3.5% | 192,868 | $8.9M |
| North Star Asset Management Inc. | 0.35% | Add +0.4% | 188,392 | $8.7M |
| Fortitude Financial, LLC | 7.17% | Reduce -2.0% | 203,794 | $8.7M |
| Gladstone Institutional Advisory LLC | 0.34% | Add +2.9% | 188,257 | $8.7M |
| Avidian Wealth Enterprises, LLC | 0.33% | Reduce -65.7% | 187,950 | $8.7M |
| RVW Wealth, LLC | 0.67% | Reduce -0.1% | 186,617 | $8.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.9% | 186,138 | $8.6M |
| Wrapmanager Inc. | 2.56% | Reduce -9.5% | 179,813 | $8.3M |
| Berkeley Capital Partners, LLC | 1.91% | Add +3.2% | 174,025 | $8.1M |
| Private Advisory Group LLC | 0.67% | Add +2.5% | 165,274 | $7.7M |
| KWB Wealth | 0.84% | Add +1.6% | 178,838 | $7.6M |
| Evernest Financial Advisors, LLC | 2.11% | Add +25.5% | 162,330 | $7.5M |
| International City Management Association Retirement Corp | 3.82% | No change | 161,660 | $7.5M |
| Diversify Wealth Management, LLC | 0.42% | Reduce -1.7% | 158,643 | $7.3M |
| Collier Financial | 5.48% | — | 157,385 | $7.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.25% | Reduce -75.4% | 156,339 | $7.2M |
| Aspire Private Capital, LLC | 1.58% | Add +94.9% | 154,740 | $7.2M |
| Landmark Wealth Management, Inc. | 2.79% | Add +87.6% | 154,475 | $7.2M |
| Warren Street Wealth Advisors, LLC | 2.12% | Add +11.1% | 152,965 | $7.1M |
| Abich Financial Wealth Management LLC | 2.52% | — | 152,621 | $7.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -6.5% | 152,443 | $7.1M |
| Orange Investment Advisors, Inc. | 0.72% | Add +13.4% | 149,911 | $6.9M |
| Private Wealth Group, LLC | 3.41% | Reduce -1.7% | 147,876 | $6.8M |
| Asset Management Group, Inc. | 1.12% | Add +0.2% | 147,864 | $6.8M |
| Focus Partners Wealth | 0.01% | Add +52.5% | 146,892 | $6.8M |
| Bensler, LLC | 0.71% | Add +1.2% | 146,427 | $6.8M |
| Advance Capital Management, Inc. | 0.29% | Add +1223.6% | 144,592 | $6.7M |
| Strategic Financial Planning, Inc. | 3.84% | Add +15.6% | 143,037 | $6.6M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3.19% | No change | 142,585 | $6.6M |
| Millington Financial Advisors, LLC | 3.20% | Reduce -0.7% | 145,181 | $6.6M |
| D.A. Davidson & Co. | 0.04% | Reduce -1.5% | 142,033 | $6.6M |
| Pachira Investments Inc. | 3.65% | New | 140,392 | $6.5M |
| Trilogy Capital Inc. | 0.29% | Reduce -11.5% | 136,336 | $6.3M |
| Debussy Capital Management LP | 0.89% | Add +12.3% | 136,314 | $6.3M |
| RFG Advisory, LLC | 0.13% | Add +18.0% | 135,436 | $6.3M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +0.5% | 134,818 | $6.2M |
| Leslie Global Wealth, LLC | 2.89% | Reduce -11.8% | 132,878 | $6.2M |
| Brown Advisory Inc. | 0.01% | Add +21.5% | 126,388 | $5.9M |
| IAG Wealth Partners, LLC | 0.70% | Add +3.8% | 125,549 | $5.8M |
| Resonant Capital Advisors, LLC | 0.34% | Reduce -0.7% | 124,867 | $5.8M |
| Portside Wealth Group, LLC | 0.80% | Add +17.2% | 124,723 | $5.8M |
| Midwest Trust Co | 0.07% | Reduce -3.9% | 123,837 | $5.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -6.7% | 121,700 | $5.6M |
| Paulson Wealth Management Inc. | 1.33% | Add +13.5% | 121,445 | $5.6M |
| Cornerstone Wealth Management, LLC | 0.31% | Reduce -2.7% | 121,388 | $5.6M |
| Sharkey, Howes & Javer | 0.72% | Add +97.4% | 120,973 | $5.6M |
| Gibbs Wealth Management | 1.27% | Reduce -14.6% | 120,967 | $5.6M |
| Arkansas Financial Group, Inc. | 0.81% | Add +8.2% | 119,430 | $5.5M |
| Cerity Partners LLC | 0.01% | Add +0.1% | 118,902 | $5.5M |
| Advisor OS, LLC | 0.47% | Reduce -34.3% | 118,133 | $5.5M |
| Pathstone Holdings, LLC | 0.02% | Add +1.0% | 116,842 | $5.4M |
| Signal Advisors Wealth, LLC | 0.48% | Reduce -64.6% | 114,641 | $5.3M |
| Summit Global Investments | 0.31% | Add +28.7% | 112,776 | $5.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.0% | 112,459 | $5.2M |
| Waverly Advisors, LLC | 0.05% | Add +3.4% | 112,159 | $5.2M |
| Larson Financial Group LLC | 0.18% | Reduce -13.5% | 109,686 | $5.1M |
| Hofer & Associates. Inc | 2.88% | Add +1.1% | 108,521 | $5.0M |
| 626 Financial, LLC | 2.17% | Reduce -3.0% | 106,444 | $4.9M |
| AE Wealth Management LLC | 0.03% | Add +50.5% | 106,307 | $4.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 105,305 | $4.9M |
| Seeds Investor LLC | 1.02% | Add +2.1% | 104,401 | $4.8M |
| Harbour Investments, Inc. | 0.11% | Add +53.9% | 104,392 | $4.8M |
| Principal Securities, Inc. | 0.08% | Add +7.6% | 104,222 | $4.8M |
| &partners | 0.03% | Reduce -1.9% | 103,701 | $4.8M |
| SCS Capital Management LLC | 0.05% | Reduce -3.4% | 102,924 | $4.8M |
| Fiduciary Group, LLC | 0.40% | Add +21.2% | 97,547 | $4.5M |
| Shum Financial Group, Inc. | 3.35% | — | 97,019 | $4.5M |
| Wealth Management Resources, Inc. | 1.43% | Add +4.3% | 95,280 | $4.4M |
| Diversify Advisory Services, LLC | 0.15% | Reduce -0.4% | 93,874 | $4.3M |
| SPC Financial, Inc. | 0.33% | New | 92,280 | $4.3M |
| Nottingham Advisors, Inc. | 0.59% | Add +6.3% | 92,128 | $4.3M |
| HM Payson & Co. | 0.06% | Add +156.7% | 91,180 | $4.2M |
| Hibernia Wealth Partners, LLC | 2.70% | Reduce -47.2% | 91,029 | $4.2M |
| Obermeyer Wealth Partners | 0.20% | Reduce -12.9% | 90,765 | $4.2M |
| AF Advisors, Inc. | 1.69% | No change | 90,000 | $4.2M |
| Knightsbridge Asset Management, LLC | 0.71% | Add +43.2% | 89,770 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.3% | 89,684 | $4.2M |
| 1900 Wealth Management LLC | 0.28% | Reduce -6.9% | 87,789 | $4.1M |
| NorthCoast Asset Management LLC | 0.02% | Add +1326.2% | 86,001 | $4.0M |
| Perennial Investment Advisors, LLC | 0.33% | Reduce -28.8% | 85,064 | $3.9M |
| Bradley Foster & Sargent Inc. | 0.06% | Add +5.8% | 84,744 | $3.9M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -3.8% | 82,356 | $3.8M |
| CVFG LLC | 2.74% | Add +3.7% | 81,979 | $3.8M |
| Colton Groome Financial Advisors, LLC | 1.16% | Add +6.0% | 81,878 | $3.8M |
| Raleigh Capital Management Inc. | 1.44% | Add +109.9% | 81,807 | $3.8M |
| Rainier Family Wealth Inc. | 3.34% | Reduce -0.1% | 80,926 | $3.7M |
| Hughes Financial Services, LLC | 0.59% | Reduce -7.7% | 79,799 | $3.7M |
| Wealth Advisory Solutions, LLC | 0.89% | Add +8.1% | 79,645 | $3.7M |
| MJP Associates Inc. | 0.48% | Add +4.8% | 78,946 | $3.7M |
| Compass Wealth Management LLC | 0.81% | Add +9.9% | 77,834 | $3.6M |
| Legacy Solutions, LLC | 3.19% | Add +0.7% | 76,637 | $3.5M |
| DDFG, Inc | 0.82% | Add +4.5% | 76,570 | $3.5M |
| Axxcess Wealth Management, LLC | 0.07% | Add +39.8% | 74,765 | $3.5M |
| Cyndeo Wealth Partners, LLC | 0.19% | Reduce -0.2% | 74,295 | $3.4M |
| Chicago Partners Investment Group LLC | 0.09% | Reduce -4.4% | 72,735 | $3.4M |
| Capital Analysts, LLC | 0.10% | Add +25.3% | 73,701 | $3.4M |
| Atria Investments, Inc | 0.04% | Add +27.8% | 73,109 | $3.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -1.8% | 72,931 | $3.4M |
| SilverOak Wealth Management LLC | 0.57% | Reduce -3.0% | 72,484 | $3.4M |
| Modera Wealth Management, LLC | 0.04% | Reduce -0.3% | 71,779 | $3.3M |
| CreativeOne Wealth, LLC | 0.08% | Add +70.1% | 71,473 | $3.3M |
| Annex Advisory Services, LLC | 0.07% | Reduce -5.8% | 71,346 | $3.3M |
| Destiny Capital Corp | 1.79% | Reduce -4.2% | 71,072 | $3.3M |
| Kohmann Bosshard Financial Services, LLC | 0.34% | Reduce -9.2% | 70,900 | $3.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Reduce -0.8% | 70,516 | $3.3M |
| Pecaut & Co. | 1.04% | Reduce -23.6% | 69,583 | $3.2M |
| Sage Financial Management Group, Inc. | 1.03% | Add +0.6% | 69,435 | $3.2M |
| Golden State Wealth Management, LLC | 0.35% | Add +11.0% | 69,044 | $3.2M |
| Disciplined Investors, L.L.C. | 2.27% | Add +0.5% | 68,963 | $3.2M |
| Moneco Advisors, LLC | 0.26% | Add +3.1% | 66,315 | $3.1M |
| Clarus Wealth Advisors | 1.36% | Add +1.4% | 65,420 | $3.1M |
| Breakwater Capital Group | 0.45% | Reduce -11.8% | 65,669 | $3.0M |
| Meridian Financial Advisors, LLC | 1.71% | Add +0.9% | 65,651 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.9% | 64,812 | $3.0M |
| Jacobi Capital Management LLC | 0.18% | Add +4.2% | 64,519 | $3.0M |
| Garden State Investment Advisory Services LLC | 0.75% | Reduce -12.4% | 63,991 | $3.0M |
| AQR Capital Management | 0.00% | Add +33.9% | 63,902 | $3.0M |
| Private Trust Co. NA | 0.26% | Reduce -6.4% | 62,407 | $2.9M |
| Opal Wealth Advisors, LLC | 0.80% | Add +5.5% | 61,753 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 61,613 | $2.9M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +0.1% | 61,194 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +263.8% | 61,190 | $2.8M |
| Nicolet Advisory Services, LLC | 0.22% | Add +5.7% | 61,366 | $2.8M |
| Aptus Capital Advisors, LLC | 0.03% | Add +9.8% | 60,715 | $2.8M |
| Modern Wealth Management, LLC | 0.06% | Reduce -78.2% | 60,295 | $2.8M |
| CFM Wealth Partners LLC | 0.40% | Reduce -4.5% | 60,219 | $2.8M |
| Sowell Financial Services LLC | 0.11% | Reduce -15.4% | 60,192 | $2.8M |
| Ausdal Financial Partners, Inc. | 0.14% | Add +6.5% | 60,063 | $2.8M |
| Jaffetilchin Investment Partners, LLC | 0.16% | Add +0.4% | 58,146 | $2.7M |
| Wealthcare Capital Partners, LLC | 1.24% | Add +0.4% | 58,086 | $2.7M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -9.2% | 57,945 | $2.7M |
| SkyOak Wealth, LLC | 0.51% | Reduce -4.5% | 57,921 | $2.7M |
| RMR Capital Management, LLC | 1.86% | Add +7.9% | 57,493 | $2.7M |
| WNY Asset Management, LLC | 0.25% | Reduce -0.9% | 56,523 | $2.6M |
| FMR LLC | 0.00% | Add +6.1% | 56,232 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.2% | 56,177 | $2.6M |
| Ironwood Wealth Management, LLC. | 0.87% | Reduce -4.3% | 55,901 | $2.6M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.93% | Add +1.0% | 54,941 | $2.5M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | Add +177.8% | 54,484 | $2.5M |
| BCGM Wealth Management, LLC | 0.64% | Reduce -10.4% | 53,308 | $2.5M |
| Walkner Condon Financial Advisors LLC | 0.38% | Reduce -0.6% | 52,187 | $2.4M |
| NorthRock Partners, LLC | 0.04% | Add +0.9% | 51,860 | $2.4M |
| Stone Summit Wealth LLC | 0.68% | Reduce -5.3% | 51,857 | $2.4M |
| Stablepoint Partners, LLC | 0.38% | Add +10.7% | 51,500 | $2.4M |
| Bill Few Associates, Inc. | 0.61% | Add +6.1% | 51,351 | $2.4M |
| Wealthcare Capital Management LLC | 0.24% | Add +21.1% | 50,997 | $2.4M |
| Towercrest Capital Management | 0.38% | Reduce -9.7% | 50,846 | $2.4M |
| Affinity Capital Advisors, LLC | 0.36% | Reduce -0.5% | 50,456 | $2.4M |
| Level Four Advisory Services, LLC | 0.08% | Reduce -0.3% | 50,670 | $2.3M |
| Marathon Strategic Advisors, LLC | 1.87% | Add +10.9% | 50,390 | $2.3M |
| Manhattan West Asset Management, LLC | 0.48% | Add +3.7% | 49,339 | $2.3M |
| G&S Capital LLC | 0.84% | Reduce -1.2% | 48,888 | $2.3M |
| Sunflower Bank, N.A. | 0.54% | Reduce -1.0% | 48,152 | $2.2M |
| Alta Wealth Advisors LLC | 0.80% | Add +14.3% | 47,984 | $2.2M |
| VestGen Advisors, LLC | 0.07% | Reduce -34.5% | 47,892 | $2.2M |
| Fortitude Family Office, LLC | 0.59% | Reduce -5.9% | 47,296 | $2.2M |
| AdvisorNet Financial, Inc | 0.12% | Add +1.3% | 47,020 | $2.2M |
| Coastwise Capital Group, LLC | 1.53% | Add +11.1% | 46,896 | $2.2M |
| Tandem Investment Partners LLC | 1.77% | Add +2.5% | 46,608 | $2.2M |
| PFG Advisors | 0.09% | Add +15.5% | 46,391 | $2.1M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -8.8% | 46,240 | $2.1M |
| Semitam Bonam LLC | 1.91% | Add +0.9% | 46,213 | $2.1M |
| IFG Advisors, LLC | 0.35% | Reduce -1.3% | 46,110 | $2.1M |
| Legend Financial Advisors, Inc. | 1.29% | Add +2.1% | 45,359 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +0.2% | 45,145 | $2.1M |
| Captrust Financial Advisors | 0.00% | Add +1.1% | 44,826 | $2.1M |
| Franklin Resources Inc. | 0.00% | Add +5.5% | 44,820 | $2.1M |
| Naples Global Advisors, LLC | 0.16% | Add +5.1% | 44,696 | $2.1M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.92% | New | 44,080 | $2.0M |
| Rothschild Wealth LLC | 0.44% | Add +3.3% | 44,080 | $2.0M |
| Krilogy Financial LLC | 0.08% | New | 43,895 | $2.0M |
| Defined Wealth Management, LLC | 1.17% | Add +0.4% | 43,502 | $2.0M |
| Goodman Financial Corp | 0.39% | Reduce -6.2% | 43,251 | $2.0M |
| Liberty Square Wealth Partners LLC | 0.62% | Reduce -28.6% | 43,178 | $2.0M |
| Wealth Advisors of Iowa, LLC | 0.68% | Add +29.6% | 43,077 | $2.0M |
| Apollon Wealth Management, LLC | 0.04% | Add +100.3% | 43,041 | $2.0M |
| Securian Asset Management, Inc. | 0.05% | No change | 43,024 | $2.0M |
| Maia Wealth LLC | 0.33% | Add +69.2% | 42,525 | $2.0M |
| Charter Research & Investment Group, Inc. | 1.36% | Add +6.3% | 42,301 | $2.0M |
| Shoker Investment Counsel, Inc. | 0.58% | Add +0.6% | 42,257 | $2.0M |
| Perigon Wealth Management, LLC | 0.04% | Add +0.6% | 42,094 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -18.2% | 41,763 | $1.9M |
| Deutsche Bank AG | 0.00% | Reduce -11.2% | 41,761 | $1.9M |
| F/m Investments LLC | 0.07% | Reduce -4.7% | 41,610 | $1.9M |
| NovaPoint Capital, LLC | 0.47% | Add +2.4% | 41,549 | $1.9M |
| Greenleaf Trust | 0.02% | New | 41,460 | $1.9M |
| Forefront Wealth Partners, LLC | 0.48% | Add +245.8% | 41,202 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +19.9% | 41,003 | $1.9M |
| Lanark Financial, Inc. | 0.15% | Add +11.2% | 41,002 | $1.9M |
| Fifth Third Wealth Advisors LLC | 0.07% | Add +7.1% | 40,751 | $1.9M |
| Balefire, LLC | 0.38% | Add +42.2% | 40,669 | $1.9M |
| Alliance Wealth Management Group | 0.42% | Reduce -12.4% | 40,495 | $1.9M |
| Richardson Financial Services Inc. | 1.15% | Add +48.2% | 40,174 | $1.9M |
| SteelPeak Wealth, LLC | 0.06% | New | 40,025 | $1.9M |
| Deltec Asset Management LLC | 0.30% | Add +28.5% | 39,830 | $1.8M |
| American Financial Advisors, LLC | 0.24% | Add +383.4% | 39,734 | $1.8M |
| Sherman Asset Management, Inc. | 1.58% | Reduce -4.4% | 39,577 | $1.8M |
| WESCAP Management Group, Inc. | 0.38% | Reduce -0.6% | 39,272 | $1.8M |
| Lunt Capital Management, Inc. | 0.69% | Add +42.8% | 39,142 | $1.8M |
| Marmo Financial Group, LLC | 0.87% | Reduce -45.2% | 38,863 | $1.8M |
| IFP Advisors, Inc | 0.05% | Reduce -4.6% | 38,680 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +6.9% | 38,381 | $1.8M |
| GPS Wealth Strategies Group, LLC | 0.19% | Reduce -1.6% | 38,070 | $1.8M |
| Crescent Grove Advisors, LLC | 0.17% | Add +0.0% | 38,021 | $1.8M |
| BlackRock, Inc. | 0.00% | Add +35.8% | 37,857 | $1.8M |
| Signet Financial Management, LLC | 0.20% | Add +16.9% | 37,724 | $1.7M |
| Simplicity Wealth,LLC | 0.10% | Reduce -33.0% | 37,715 | $1.7M |
| 21 West Wealth Management LLC | 1.64% | Add +3.6% | 37,429 | $1.7M |
| Lebenthal Global Advisors, LLC | 0.30% | Add +1.8% | 37,353 | $1.7M |
| Blueprint Investment Partners LLC | 0.24% | New | 37,069 | $1.7M |
| Independent Financial Group, LLC | 0.04% | Add +8.2% | 36,939 | $1.7M |
| Bank of Montreal | 0.00% | Add +20.8% | 36,904 | $1.7M |
| Novus Advisors, LLC | 3.88% | Add +83.0% | 36,439 | $1.7M |
| Caliber Wealth Management, LLC / KS | 0.19% | Reduce -22.0% | 36,370 | $1.7M |
| Blair William & Co. | 0.00% | Add +1.6% | 36,286 | $1.7M |
| Apexium Financial, LP | 0.08% | Add +25.1% | 36,248 | $1.7M |
| MFA Wealth Services | 1.16% | Reduce -3.5% | 36,181 | $1.7M |
| Bedel Financial Consulting, Inc. | 0.21% | Add +1.6% | 35,699 | $1.7M |
| Eldridge Investment Advisors, Inc. | 0.37% | Add +46.8% | 35,520 | $1.6M |
| Freestone Capital Holdings, LLC | 0.05% | New | 35,498 | $1.6M |
| Bison Wealth, LLC | 0.15% | New | 35,071 | $1.6M |
| Legacy Private Trust Co. | 0.10% | Reduce -0.3% | 34,561 | $1.6M |
| CoreCap Advisors, LLC | 0.06% | Reduce -6.5% | 34,557 | $1.6M |
| Arete Wealth Advisors, LLC | 0.10% | Add +53.3% | 34,458 | $1.6M |
| Northern Trust Corp. | 0.00% | Reduce -4.0% | 34,422 | $1.6M |
| WCG Wealth Advisors LLC | 0.10% | Reduce -12.8% | 34,401 | $1.6M |
| Two Sigma Investments, LP | 0.00% | New | 34,200 | $1.6M |
| Global Strategic Investment Solutions, LLC | 0.16% | Reduce -6.3% | 34,195 | $1.6M |
| Higgins & Schmidt Wealth Strategies LLC | 0.79% | Reduce -1.6% | 33,840 | $1.6M |
| Syon Capital LLC | 0.08% | Add +14.7% | 33,686 | $1.6M |
| Flynn Zito Capital Management, LLC | 0.57% | Reduce -40.6% | 33,451 | $1.5M |
| Armbruster Capital Management, Inc. | 0.26% | Add +20.2% | 33,010 | $1.5M |
| Global Financial Private Client, LLC | 0.54% | Add +100.3% | 32,889 | $1.5M |
| Lee, Kelleher & Klein Wealth Management | 0.93% | No change | 32,643 | $1.5M |
| GeoWealth Management, LLC | 0.05% | Add +53.8% | 31,901 | $1.5M |
| Drucker Wealth 3.0, LLC | 0.26% | Reduce -0.9% | 31,861 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +6.5% | 31,621 | $1.5M |
| MBM Wealth Consultants, LLC | 0.36% | Add +0.3% | 31,351 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +0.1% | 31,193 | $1.4M |
| Blue Fin Capital, Inc. | 0.22% | Add +11.4% | 30,834 | $1.4M |
| Gotham Asset Management | 0.01% | No change | 30,639 | $1.4M |
| Nikulski Financial, Inc. | 0.36% | Reduce -2.6% | 30,619 | $1.4M |
| Whalerock Point Partners, LLC | 0.29% | No change | 30,488 | $1.4M |
| FF Advisors,LLC | 0.67% | Reduce 0.0% | 30,466 | $1.4M |
| CSM Advisors, LLC | 0.04% | Add +63.0% | 29,966 | $1.4M |
| Headinvest, LLC | 0.29% | Reduce -0.7% | 29,808 | $1.4M |
| Northwest Bancshares, Inc. | 0.23% | Reduce -3.7% | 29,388 | $1.4M |
| ARS Investment Partners, LLC | 0.09% | Add +15.3% | 28,611 | $1.3M |
| XY Planning Network, Inc. | 0.45% | No change | 30,903 | $1.3M |
| Range Financial Group LLC | 0.47% | Reduce -1.0% | 28,157 | $1.3M |
| SOL Capital Management CO | 0.12% | Add +13.5% | 27,920 | $1.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -2.7% | 27,812 | $1.3M |
| Independent Advisor Alliance | 0.03% | Add +10.4% | 27,794 | $1.3M |
| Strategic Blueprint, LLC | 0.06% | Reduce -8.7% | 27,498 | $1.3M |
| World Investment Advisors | 0.03% | Reduce -1.5% | 27,424 | $1.3M |
| Comerica Bank | 0.00% | Reduce -7.4% | 27,199 | $1.3M |
| Transamerica Financial Advisors, LLC | 0.10% | Add +1.8% | 27,096 | $1.3M |
| Kagan Cocozza Asset Management | 0.93% | Reduce -5.7% | 26,657 | $1.2M |
| Fiduciary Trust Co | 0.01% | Add +2.2% | 26,545 | $1.2M |
| Ascent Group, LLC | 0.04% | Add +54.0% | 26,388 | $1.2M |
| CX Institutional | 0.04% | Add +368.8% | 26,271 | $1.2M |
| Money Concepts Capital Corp. | 0.07% | Add +9.0% | 26,187 | $1.2M |
| AGH Wealth Advisors, LLC | 0.89% | Add +8.3% | 26,117 | $1.2M |
| Orin Green Financial, LLC | 0.48% | Reduce -3.5% | 25,967 | $1.2M |
| Capital Advisory Group Advisory Services, LLC | 0.37% | Reduce -5.7% | 25,905 | $1.2M |
| Intrua Financial, LLC | 0.14% | Add +296.4% | 25,890 | $1.2M |
| River Street Advisors LLC | 0.46% | Reduce -0.4% | 25,783 | $1.2M |
| International Private Wealth Advisors LLC | 0.75% | Add +87.8% | 25,583 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +67.5% | 25,581 | $1.2M |
| Gateway Wealth Partners, LLC | 0.16% | Add +171.1% | 25,433 | $1.2M |
| Founders Financial Alliance, LLC | 0.22% | Reduce -72.4% | 25,245 | $1.2M |
| Cape Cod Five Cents Savings Bank | 0.11% | No change | 25,614 | $1.2M |
| Alliance Wealth Advisors, LLC | 0.27% | Add +23.0% | 25,113 | $1.2M |
| Key Financial Inc | 0.21% | Add +1.7% | 25,007 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +2.9% | 25,029 | $1.2M |
| CFS Investment Advisory Services, LLC | 0.09% | Add +12.7% | 24,258 | $1.1M |
| Venturi Wealth Management, LLC | 0.05% | Reduce -9.3% | 24,378 | $1.1M |
| McMill Wealth Management | 0.32% | Reduce -1.8% | 24,349 | $1.1M |
| WealthTrak Capital Management LLC | 0.92% | New | 24,231 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +0.4% | 24,014 | $1.1M |
| TD Capital Management LLC | 0.10% | Reduce -19.1% | 24,008 | $1.1M |
| Values Added Financial LLC | 0.49% | Reduce -7.4% | 23,745 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.36% | Reduce -14.1% | 23,723 | $1.1M |
| Lockerman Financial Group, Inc. | 1.38% | Add +77.9% | 23,596 | $1.1M |
| Idaho Trust Co | 0.37% | Reduce -43.9% | 23,459 | $1.1M |
| Swmg, LLC | 0.33% | Add +9.5% | 23,141 | $1.1M |
| IFG Advisory, LLC | 0.05% | Reduce -37.0% | 23,372 | $1.1M |
| Guidance Capital, Inc. | 0.28% | Reduce -6.4% | 22,873 | $1.1M |
| Courier Capital LLC | 0.06% | Add +4.7% | 23,312 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -39.4% | 23,074 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Add +7.5% | 22,844 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Add +32.6% | 22,707 | $1.1M |
| Elgethun Capital Management | 0.19% | Reduce -59.2% | 22,591 | $1.0M |
| Apella Capital, LLC | 0.02% | Reduce -1.3% | 22,408 | $1.0M |
| Outlook Wealth Advisors, LLC | 0.26% | Add +60.7% | 22,132 | $1.0M |
| TKG Advisors, LLC | 0.43% | Reduce -5.5% | 21,903 | $1.0M |
| Keener Financial Planning LLC | 0.46% | No change | 21,419 | $992K |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Add +23.7% | 21,205 | $982K |
| Regal Investment Advisors LLC | 0.06% | Add +195.1% | 21,194 | $982K |
| Maridea Wealth Management LLC | 0.15% | New | 20,957 | $976K |
| Arkadios Wealth Advisors | 0.02% | Add +17.6% | 21,022 | $974K |
| HORAN Wealth, LLC | 0.15% | New | 20,261 | $939K |
| Wulff, Hansen & Co. | 0.81% | Reduce -5.8% | 20,195 | $935K |
| Citadel Advisors | 0.00% | Reduce -67.8% | 20,072 | $930K |
| Colonial River Investments, LLC | 0.34% | Reduce -3.0% | 19,770 | $916K |
| Baltimore-Washington Financial Advisors, Inc. | 0.04% | Reduce -1.5% | 19,711 | $913K |
| Seaside Wealth Management, Inc. | 0.27% | Reduce -0.6% | 19,428 | $900K |
| Tidemark, LLC | 0.26% | Reduce -35.3% | 19,141 | $887K |
| Axis Wealth Partners, LLC | 0.52% | Add +0.7% | 19,122 | $886K |
| Delta Wealth Advisors LLC | 0.69% | Reduce -7.1% | 18,903 | $876K |
| Berman McAleer LLC | 0.12% | — | 18,900 | $875K |
| American Investment Services, Inc. | 0.21% | Reduce -2.0% | 18,854 | $873K |
| Norden Group LLC | 0.09% | Add +17.1% | 18,836 | $873K |
| Silverlake Wealth Management LLC | 0.21% | Reduce -1.4% | 18,650 | $864K |
| SFG Wealth Management, LLC. | 0.37% | Add +0.7% | 18,635 | $863K |
| PFG Private Wealth Management, LLC | 0.38% | New | 18,616 | $862K |
| Integrity Wealth Solutions LLC | 0.38% | Reduce -30.5% | 18,616 | $862K |
| Balboa Wealth Partners | 0.15% | Add +84.9% | 18,429 | $854K |
| Titleist Asset Management, LLC | 0.07% | Add +1.7% | 18,026 | $835K |
| Sei Investments Co. | 0.00% | Add +0.3% | 17,951 | $832K |
| Ranch Capital Advisors Inc. | 0.32% | Reduce -2.4% | 17,910 | $830K |
| Alaska Wealth Advisors, LLC | 0.11% | Add +1.6% | 17,827 | $826K |
| Blueprint Financial Advisors LLC | 0.18% | New | 17,734 | $821K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -7.9% | 17,712 | $820K |
| Worth Financial Advisory Group, LLC | 0.45% | Add +10.1% | 17,217 | $797K |
| CGN Advisors LLC | 0.07% | Add +11.5% | 17,103 | $792K |
| Aldebaran Financial Inc. | 0.79% | Reduce -0.7% | 16,994 | $787K |
| MinichMacGregor Wealth Management, LLC | 0.15% | New | 16,970 | $786K |
| Iams Wealth Management, LLC | 0.32% | Add +82.6% | 16,967 | $786K |
| Financial Synergies Wealth Advisors, Inc. | 0.08% | Reduce -3.3% | 16,948 | $785K |
| Comprehensive Money Management Services LLC | 0.55% | Add +2.9% | 16,800 | $778K |
| Advisory Services Network, LLC | 0.01% | Add +65.5% | 16,765 | $777K |
| Financial Network Wealth Advisors LLC | 0.84% | Add +32.4% | 16,660 | $772K |
| Columbia River Financial Group, LLC | 0.48% | Reduce -2.3% | 16,620 | $771K |
| Municipal Employees' Retirement System of Michigan | 0.01% | No change | 16,642 | $771K |
| Beckerman Institutional, LLC | 0.45% | Add +102.3% | 16,414 | $760K |
| Summit Financial, LLC | 0.01% | Add +2.3% | 16,402 | $760K |
| Adamsbrown Wealth Consultants LLC | 0.21% | Reduce -1.4% | 16,363 | $758K |
| American Trust | 0.06% | Reduce -7.3% | 16,280 | $754K |
| Opulen Financial Group LLC | 0.57% | Add +0.4% | 16,168 | $749K |
| Vise Technologies, Inc. | 0.03% | Reduce -7.3% | 16,117 | $747K |
| Davies Financial Advisors, Inc. | 0.60% | Reduce -4.3% | 16,015 | $742K |
| White Pine Capital LLC | 0.21% | Reduce -3.8% | 16,001 | $741K |
| Summit Investment Advisory Services, LLC | 0.29% | Add +5.3% | 15,885 | $736K |
| Denver Wealth Management, Inc. | 0.27% | Reduce -16.4% | 15,663 | $726K |
| Centaurus Financial, Inc. | 0.03% | Add +13.0% | 15,551 | $720K |
| Butensky & Cohen Financial Security, Inc. | 0.20% | Add +1.1% | 15,514 | $719K |
| Pinnacle Wealth Management, LLC | 0.48% | Add +0.5% | 15,498 | $718K |
| Advisory Alpha, LLC | 0.02% | Reduce -5.0% | 15,350 | $715K |
| Smartleaf Asset Management LLC | 0.04% | Add +93.3% | 15,332 | $708K |
| POM Investment Strategies, LLC | 0.38% | Reduce -39.5% | 15,248 | $706K |
| Penobscot Wealth Management | 0.23% | Reduce -3.3% | 15,220 | $705K |
| Sunburst Financial Group, LLC | 0.15% | Reduce -0.2% | 15,212 | $705K |
| Collaborative Wealth Managment Inc. | 0.28% | Reduce -13.0% | 15,125 | $701K |
| Redwood Financial Network Corp | 0.44% | Add +10.1% | 15,120 | $700K |
| Financial Management Network Inc. | 0.12% | Reduce -0.6% | 14,955 | $698K |
| Lifeworks Advisors, LLC | 0.09% | Reduce -1.6% | 14,949 | $692K |
| BankPlus Trust Department | 0.18% | No change | 14,830 | $687K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -0.2% | 14,497 | $672K |
| Capstone Wealth Management Group, LLC | 0.28% | Reduce -6.1% | 14,417 | $668K |
| Retirement Planning Co of New England, Inc. | 0.27% | Reduce -0.3% | 14,358 | $665K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -4.4% | 14,323 | $663K |
| LexAurum Advisors, LLC | 0.09% | Reduce -6.3% | 14,285 | $662K |
| Fourth Dimension Wealth, LLC | 0.25% | Reduce -0.5% | 14,189 | $657K |
| Citizens Financial Group Inc. | 0.01% | Add +4.9% | 14,054 | $651K |
| Indie Asset Partners, LLC | 0.85% | Reduce -0.2% | 13,805 | $639K |
| Synergy Investment Management, LLC | 0.24% | Reduce -79.3% | 13,797 | $639K |
| Harbor Investment Advisory, LLC | 0.05% | Add +13.8% | 13,615 | $631K |
| BIP Wealth, LLC | 0.03% | Reduce -1.0% | 13,561 | $628K |
| E&G Advisors, LLC | 0.15% | Add +7.5% | 13,531 | $627K |
| Brown Financial Advisory | 0.33% | No change | 13,495 | $625K |
| Tilson Financial Group, Inc. | 0.20% | Reduce -1.5% | 13,428 | $622K |
| Legacy Wealth Management, LLC / MS | 0.18% | Reduce -34.6% | 13,202 | $612K |
| Mma Asset Management LLC | 0.20% | Add +119.5% | 13,143 | $609K |
| Voisard Asset Management Group, Inc. | 0.14% | Reduce -42.9% | 13,105 | $607K |
| PCA Investment Advisory Services Inc. | 0.22% | Add +2.0% | 12,961 | $600K |
| Nwam LLC | 0.03% | Add +0.1% | 12,753 | $594K |
| Horizon Wealth Management, LLC | 0.09% | Add +0.0% | 12,668 | $587K |
| Continental Investors Services, Inc. | 0.87% | Reduce -12.8% | 12,771 | $586K |
| Investment Planning Advisors, Inc. | 0.18% | Reduce -31.9% | 12,627 | $585K |
| McClarren Financial Advisors, Inc. | 0.36% | Reduce -35.4% | 8,512 | $584K |
| Belpointe Asset Management LLC | 0.02% | Add +47.8% | 12,588 | $583K |
| BTG Pactual Asset Management US LLC | 0.07% | New | 14,746 | $580K |
| Pacific Sun Financial Corp | 0.28% | Reduce -1.2% | 12,479 | $578K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.2% | 12,476 | $578K |
| Keystone Financial Group | 0.04% | Add +71.1% | 12,371 | $573K |
| Barnes Pettey Financial Advisors, LLC | 0.31% | Reduce -2.4% | 12,226 | $566K |
| Fingerlakes Wealth Management, Inc. | 0.37% | Reduce -2.2% | 12,200 | $565K |
| Oppenheimer & Co. Inc. | 0.01% | Add +11.5% | 12,131 | $562K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -90.5% | 11,675 | $541K |
| Hilltop Holdings Inc. | 0.03% | Add +51.7% | 11,646 | $539K |
| Salomon & Ludwin, LLC | 0.05% | No change | 11,447 | $536K |
| Symphony Financial, Ltd. Co. | 0.07% | Add +10.3% | 11,611 | $536K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -16.6% | 11,457 | $531K |
| McGuire Investment Group, LLC | 0.06% | No change | 11,357 | $526K |
| Tennessee Valley Asset Management Partners | 0.07% | Reduce -4.6% | 11,343 | $525K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.7% | 11,303 | $524K |
| ERn Financial, LLC | 0.10% | Reduce -8.4% | 11,294 | $523K |
| Bank of Marin | 0.37% | Reduce -0.9% | 11,227 | $520K |
| Sovereign Financial Group, Inc. | 0.10% | Reduce -0.1% | 11,180 | $518K |
| McIlrath & Eck, LLC | 0.05% | Add +16.8% | 11,156 | $517K |
| Plan A Wealth LLC | 0.26% | Reduce -54.8% | 11,125 | $515K |
| Lynch & Associates | 0.10% | No change | 11,114 | $515K |
| Elite Financial, Inc. | 0.23% | Reduce -4.7% | 11,052 | $513K |
| BCS Wealth Management | 0.12% | No change | 11,045 | $512K |
| Grove Bank & Trust | 0.06% | Reduce -9.7% | 10,993 | $509K |
| Stephens Inc. | 0.01% | Add +0.8% | 10,958 | $508K |
| Caitlin John, LLC | 0.35% | Add +52.2% | 10,940 | $507K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 10,925 | $506K |
| M Holdings Securities, Inc. | 0.11% | Reduce -84.9% | 10,924 | $506K |
| Mutual Advisors, LLC | 0.01% | Add +14.5% | 10,634 | $498K |
| Security Financial Services, INC. | 0.08% | Reduce -2.5% | 10,719 | $497K |
| Montis Financial, LLC | 0.11% | Reduce -3.4% | 10,684 | $495K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 10,643 | $493K |
| Valpey Financial Services, LLC | 0.32% | Add +5.3% | 10,624 | $492K |
| Vista Investment Management | 0.17% | Add +2.9% | 10,554 | $489K |
| Graney & King, LLC | 0.34% | Add +0.0% | 10,514 | $487K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -3.3% | 10,415 | $482K |
| Templeton & Phillips Capital Management, LLC | 0.35% | No change | 10,381 | $481K |
| Old Second National Bank of Aurora | 0.10% | Reduce -0.4% | 10,328 | $478K |
| ACT Advisors, LLC. | 0.19% | Add +5.6% | 10,327 | $478K |
| Second Line Capital, LLC | 0.10% | Reduce -1.8% | 10,311 | $478K |
| Essex Bank | 0.11% | Add +15.1% | 10,087 | $467K |
| Keybank National Association | 0.00% | Reduce -7.9% | 10,049 | $465K |
| Creative Financial Designs Inc. | 0.03% | Add +98.7% | 10,045 | $465K |
| HBW Advisory Services LLC | 0.05% | Reduce -23.0% | 10,033 | $465K |
| Latitude Advisors, LLC | 0.21% | Reduce -15.5% | 10,017 | $464K |
| Mayport, LLC | 0.10% | No change | 10,000 | $463K |
| Precision Wealth Strategies, LLC | 0.15% | Reduce -15.1% | 9,941 | $460K |
| Integrity Financial Corp | 0.22% | Reduce -25.7% | 9,905 | $459K |
| Mystic Asset Management, Inc. | 0.10% | Reduce -0.1% | 9,870 | $457K |
| Anchor Investment Management, LLC | 0.04% | Add +2.6% | 9,863 | $457K |
| Claro Advisors Inc. | 0.07% | Reduce -1.8% | 9,804 | $454K |
| Vawter Financial, Ltd. | 0.21% | New | 9,801 | $454K |
| Precedent Wealth Partners, LLC | 0.10% | Reduce -16.3% | 9,798 | $454K |
| Mengis Capital Management, Inc. | 0.09% | Add +5.5% | 9,762 | $452K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -10.9% | 9,721 | $450K |
| Spinnaker Investment Group, LLC | 0.08% | New | 9,645 | $447K |
| Richard W. Paul & Associates, LLC | 0.15% | Add +10.7% | 9,587 | $444K |
| Legacy Advisors, LLC | 0.05% | — | 9,475 | $439K |
| RMR Wealth Builders | 0.04% | Add +0.4% | 9,470 | $439K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 9,379 | $434K |
| Tyche Wealth Partners LLC | 0.08% | Reduce -2.4% | 9,375 | $434K |
| Brookstone Capital Management | 0.01% | Add +6.8% | 9,222 | $427K |
| Absolute Capital Management, LLC | 0.18% | New | 9,139 | $423K |
| Vertex Planning Partners, LLC | 0.08% | Add +0.0% | 9,135 | $423K |
| Caldwell Trust Co | 0.04% | No change | 9,047 | $419K |
| Midwest Financial Network, LLC | 0.34% | Add +32.5% | 9,009 | $417K |
| Parcion Private Wealth LLC | 0.03% | No change | 8,980 | $416K |
| Sunpointe, LLC | 0.15% | Add +34.3% | 8,973 | $416K |
| Narus Financial Partners, LLC | 0.11% | Reduce -5.6% | 8,846 | $410K |
| Verdence Capital Advisors LLC | 0.02% | Add +8.2% | 8,644 | $408K |
| PAX Financial Group, LLC | 0.07% | Add +9.1% | 8,771 | $406K |
| Curi Capital, LLC | 0.01% | Reduce -12.1% | 8,650 | $401K |
| Savvy Advisors, Inc. | 0.02% | Add +0.8% | 8,617 | $399K |
| Independent Wealth Network Inc. | 0.13% | Add +0.5% | 8,600 | $398K |
| First Heartland Consultants, Inc. | 0.03% | Add +17.6% | 8,538 | $395K |
| Sandy Cove Advisors, LLC | 0.13% | No change | 8,514 | $394K |
| WealthPLAN Partners, LLC | 0.06% | Add +0.8% | 8,488 | $393K |
| Transcend Capital Advisors, LLC | 0.03% | Add +0.9% | 8,423 | $390K |
| Retirement Planning Group, LLC | 0.01% | Add +1.0% | 8,326 | $386K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -0.4% | 8,184 | $383K |
| Compound Planning, Inc. | 0.01% | Reduce -33.5% | 8,189 | $379K |
| Harmony Asset Management LLC | 0.13% | Add +2.5% | 8,130 | $377K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +15.3% | 8,103 | $375K |
| Spectrum Planning & Advisory Services Inc. | 0.21% | Add +25.3% | 8,062 | $373K |
| Brookwood Investment Group LLC | 0.05% | Reduce -55.0% | 8,053 | $373K |
| Townsquare Capital LLC | 0.06% | Reduce -86.0% | 8,045 | $373K |
| Moneywise, Inc. | 0.17% | Reduce -0.3% | 8,039 | $372K |
| Colonial Trust Co / SC | 0.05% | No change | 8,000 | $371K |
| Sterling Wealth Management, Inc. | 0.11% | No change | 7,975 | $369K |
| Keel Point, LLC | 0.02% | Add +28.5% | 7,961 | $369K |
| Milestone Asset Management, LLC | 0.07% | New | 7,956 | $369K |
| Oakwell Private Wealth Management, LLC | 0.07% | No change | 7,911 | $366K |
| Center For Asset Management LLC | 0.20% | Add +10.3% | 7,909 | $366K |
| Kavar Capital Partners Group, LLC | 0.05% | Add +0.1% | 7,896 | $366K |
| Fusion Family Wealth, LLC | 0.03% | Reduce -0.4% | 7,879 | $365K |
| Triumph Capital Management | 0.10% | Add +47.0% | 7,794 | $361K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -6.6% | 7,776 | $360K |
| Capital Asset Advisory Services LLC | 0.02% | Add +52.7% | 7,696 | $356K |
| Laraway Financial Advisors Inc | 0.24% | Reduce -1.3% | 7,670 | $355K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 7,662 | $355K |
| BLB&B Advisors, LLC | 0.02% | Reduce -20.8% | 7,601 | $352K |
| Carr Financial Group Corp | 0.10% | Add +0.2% | 7,591 | $352K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -1.7% | 7,547 | $350K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -25.8% | 7,534 | $349K |
| Coordinated Financial Services, Inc. | 0.23% | Reduce -1.4% | 7,484 | $347K |
| GM Advisory Group, LLC | 0.01% | Add +12.9% | 7,359 | $341K |
| Welch & Forbes LLC | 0.00% | Reduce -3.0% | 7,263 | $336K |
| William Mack & Associates, Inc. | 0.18% | No change | 7,260 | $336K |
| Sovran Advisors, LLC | 0.03% | Reduce -7.5% | 7,320 | $336K |
| Hopwood Financial Services, Inc. | 0.22% | Add +2.4% | 7,207 | $334K |
| Two Sigma Securities, LLC | 0.05% | Reduce -13.0% | 7,160 | $332K |
| Fulton Bank, N.A. | 0.01% | Reduce -2.3% | 7,144 | $331K |
| Van Den Berg Management I, Inc. | 0.08% | Reduce -2.1% | 7,120 | $330K |
| Onyx Bridge Wealth Group LLC | 0.04% | New | 7,037 | $326K |
| Wallace Advisory Group, LLC | 0.26% | Add +5.7% | 7,589 | $323K |
| Intrepid Financial Planning Group LLC | 0.12% | Reduce -0.1% | 6,978 | $323K |
| Prospera Financial Services Inc | 0.01% | Reduce -6.4% | 6,958 | $322K |
| Astoria Portfolio Advisors LLC. | 0.08% | No change | 6,923 | $322K |
| Retirement Financial Solutions, LLC | 0.10% | Reduce -98.4% | 6,903 | $320K |
| First Trust Advisors LP | 0.00% | Add +3.7% | 6,897 | $319K |
| Optima Capital LLC | 0.15% | Add +0.4% | 6,893 | $319K |
| Baker Tilly Wealth Management, LLC | 0.07% | Add +18.5% | 6,848 | $317K |
| Tiaa Trust, National Association | 0.00% | New | 6,820 | $316K |
| VCI Wealth Management LLC | 0.10% | Add +11.4% | 6,780 | $314K |
| October Effect Ltd | 0.35% | Reduce -2.5% | 6,761 | $313K |
| Factor Wealth Management LTD | 0.08% | New | 6,752 | $313K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 6,703 | $310K |
| Salem Investment Counselors Inc. | 0.01% | No change | 6,668 | $309K |
| JDM Financial Group LLC | 0.13% | Add +0.0% | 6,664 | $309K |
| Brio Consultants, LLC | 0.04% | Reduce -18.3% | 6,664 | $309K |
| USAdvisors Wealth Management, LLC | 0.10% | Reduce -1.8% | 6,574 | $304K |
| Fidelity D & D Bancorp Inc. | 0.17% | No change | 6,518 | $302K |
| MBE Wealth Management, LLC | 0.13% | Add +1.2% | 6,512 | $302K |
| Adams Wealth Management | 0.06% | Reduce -81.4% | 6,507 | $301K |
| CacheTech Inc. | 0.06% | Reduce -81.4% | 6,507 | $301K |
| US Bancorp \de | 0.00% | Add +21.8% | 6,436 | $298K |
| Vestia Personal Wealth Advisors | 0.16% | Add +0.3% | 6,426 | $298K |
| Foundations Investment Advisors, LLC | 0.00% | New | 6,426 | $298K |
| Duncan Williams Asset Management, LLC | 0.08% | Add +13.9% | 6,424 | $298K |
| Kelly Financial Services LLC | 0.08% | New | 6,303 | $292K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +19.7% | 6,300 | $292K |
| Councilor Wealth, LLC | 0.14% | Add +0.2% | 6,290 | $291K |
| AIFG Consultants Ltd. | 0.51% | Add +0.1% | 6,232 | $289K |
| United Advisor Group, LLC | 0.04% | Add +6.3% | 6,227 | $288K |
| Burt Wealth Advisors | 0.07% | No change | 6,213 | $288K |
| Diversified Enterprises, LLC | 0.02% | No change | 6,191 | $287K |
| Keebeck Wealth Management | 0.03% | No change | 6,168 | $286K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 6,116 | $284K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -73.5% | 6,038 | $280K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -1.4% | 6,022 | $279K |
| Synovus Financial Corp. | 0.00% | Reduce -10.9% | 6,014 | $279K |
| Noesis Capital Mangement Corp. | 0.04% | Reduce -14.2% | 6,000 | $278K |
| American Financial & Tax Strategies Inc. | 0.14% | No change | 5,982 | $277K |
| High Probability Advisors, LLC | 0.04% | Reduce -8.5% | 5,975 | $277K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +0.4% | 5,948 | $276K |
| Argent Trust Co | 0.01% | Reduce -0.3% | 5,899 | $273K |
| Continuum Advisory, LLC | 0.03% | Reduce -15.8% | 5,841 | $271K |
| Sigma Planning Corp | 0.01% | Reduce -15.1% | 5,842 | $271K |
| Sapient Capital LLC | 0.00% | No change | 5,828 | $269K |
| Milestone Asset Management Group, LLC | 0.17% | New | 5,765 | $267K |
| Acropolis Investment Management, LLC | 0.01% | No change | 6,258 | $267K |
| True Vision MN LLC | 0.14% | New | 5,752 | $266K |
| Tsfg, LLC | 0.04% | Reduce -5.2% | 5,719 | $265K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -13.6% | 5,710 | $264K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.3% | 5,686 | $263K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.24% | Reduce -9.8% | 5,676 | $263K |
| Quest 10 Wealth Builders, Inc. | 0.24% | Reduce -6.6% | 5,665 | $262K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 5,642 | $261K |
| Mascagni Wealth Management, Inc. | 0.20% | Add +5.9% | 5,577 | $258K |
| Cranbrook Wealth Management, LLC | 0.05% | Add +3.1% | 5,560 | $258K |
| Optimist Retirement Group LLC | 0.12% | Add +0.1% | 5,551 | $257K |
| Angeles Wealth Management, LLC | 0.02% | No change | 5,543 | $257K |
| MidAtlantic Capital Management, Inc. | 0.17% | Reduce -72.1% | 5,512 | $255K |
| National Wealth Management Group, LLC | 0.10% | Reduce -8.1% | 5,509 | $255K |
| PSI Advisors, LLC | 0.07% | Add +0.5% | 5,504 | $255K |
| Acorn Wealth Advisors, LLC | 0.08% | Reduce -22.8% | 5,492 | $254K |
| Aspen Wealth Management LLC | 0.06% | Add +0.6% | 5,469 | $253K |
| Richard Bernstein Advisors LLC | 0.01% | Reduce -23.5% | 5,481 | $252K |
| Ironwood Financial, llc | 0.04% | No change | 5,399 | $250K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -1.6% | 5,389 | $250K |
| Stegent Equity Advisors, Inc. | 0.20% | No change | 5,371 | $249K |
| Ieq Capital, LLC | 0.00% | New | 5,330 | $247K |
| Roman Butler Fullerton & Co. | 0.07% | Add +0.2% | 5,319 | $247K |
| Wealthspire Advisors, LLC | 0.00% | New | 5,296 | $245K |
| Townsend Asset Management Corp. /NC/ | 0.09% | Add +0.0% | 5,293 | $245K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 5,255 | $243K |
| Cypress Financial Planning LLC | 0.07% | Add +0.6% | 5,245 | $243K |
| Bernard Wealth Management Corp. | 0.10% | No change | 5,202 | $241K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +32.6% | 5,174 | $240K |
| Whitegate Investment Counselors, Inc. | 0.08% | No change | 5,155 | $239K |
| Apeiron RIA LLC | 0.05% | Add +3.8% | 5,246 | $238K |
| Red Mountain Financial, LLC | 0.24% | Add +0.3% | 5,143 | $238K |
| Verus Capital Partners, LLC | 0.02% | Reduce -76.5% | 5,020 | $233K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,016 | $232K |
| Rock Point Advisors, LLC | 0.06% | New | 4,999 | $232K |
| Kelman-Lazarov, Inc. | 0.03% | New | 4,989 | $231K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 4,981 | $231K |
| Main Line Retirement Advisors, LLC | 0.12% | New | 4,960 | $230K |
| Fox Financial, Inc | 0.18% | Reduce -7.5% | 4,941 | $229K |
| Commerce Bank | 0.00% | New | 4,912 | $228K |
| Arthur M. Cohen & Associates, LLC | 0.04% | Add +0.4% | 4,880 | $226K |
| Snider Financial Group | 0.06% | Add +0.1% | 4,785 | $222K |
| High Falls Advisors, Inc | 0.05% | No change | 4,779 | $221K |
| Burling Wealth Partners, LLC | 0.04% | New | 4,761 | $221K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.6% | 4,750 | $220K |
| Arlington Trust Co LLC | 0.04% | No change | 4,736 | $219K |
| Strategic Investment Advisors / MI | 0.02% | New | 69,028 | $219K |
| Trinity Wealth Management, LLC | 0.08% | Reduce -0.3% | 4,723 | $219K |
| Citigroup Inc. | 0.00% | Reduce -66.2% | 4,708 | $218K |
| Stanich Group LLC | 0.13% | No change | 4,691 | $217K |
| Matauro, LLC | 0.03% | New | 4,675 | $217K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -0.7% | 4,663 | $216K |
| Guardian Wealth Advisors, LLC | 0.12% | Reduce -5.3% | 4,662 | $216K |
| RiverFront Investment Group, LLC | 0.00% | New | 4,618 | $214K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -1.5% | 4,596 | $213K |
| Professional Financial Advisors, LLC | 0.04% | Reduce -13.7% | 4,545 | $211K |
| Glenview Trust Co | 0.00% | Reduce -21.1% | 4,500 | $208K |
| Howard Financial Services, LTD. | 0.03% | New | 4,495 | $208K |
| Marion Wealth Management | 0.05% | New | 4,494 | $208K |
| Counterweight Ventures, LLC | 0.12% | New | 4,489 | $208K |
| Pine Valley Investments Ltd Liability Co | 0.01% | New | 4,470 | $207K |
| GSG Advisors LLC | 0.05% | New | 4,448 | $207K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.2% | 4,458 | $206K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -43.4% | 4,452 | $206K |
| Forza Wealth Management, LLC | 0.08% | New | 4,449 | $206K |
| Power Wealth Management LLC | 0.07% | New | 4,438 | $206K |
| Lion Street Advisors, LLC | 0.07% | New | 4,619 | $203K |
| Independence Bank of Kentucky | 0.03% | No change | 4,233 | $196K |
| TD Private Client Wealth LLC | 0.00% | Reduce -3.8% | 3,977 | $184K |
| Glen Eagle Advisors, LLC | 0.02% | Add +1.6% | 3,870 | $179K |
| Sachetta, LLC | 0.06% | No change | 3,619 | $168K |
| TCTC Holdings, LLC | 0.00% | No change | 3,514 | $163K |
| GGM Financial LLC | 0.08% | New | 3,400 | $157K |
| Heartwood Wealth Advisors LLC | 0.01% | New | 3,373 | $156K |
| Park Place Capital Corp | 0.03% | Add +63.0% | 3,349 | $155K |
| N.E.W. Advisory Services LLC | 0.01% | Add +1.4% | 3,238 | $150K |
| Arcadia Investment Management Corp. | 0.02% | No change | 3,144 | $146K |
| NFSG Corp | 0.02% | No change | 3,111 | $144K |
| MJT & Associates Financial Advisory Group, Inc. | 0.11% | Reduce -25.2% | 2,938 | $136K |
| Paladin Advisory Group, LLC | 0.10% | No change | 2,895 | $134K |
| S.A. Mason LLC | 0.06% | Add +13.4% | 2,884 | $134K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 2,720 | $126K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | New | 2,700 | $125K |
| Joseph Group Capital Management | 0.04% | Add +1089.0% | 2,699 | $125K |
| Dogwood Wealth Management LLC | 0.06% | Add +19.1% | 2,617 | $121K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,480 | $115K |
| SIMA Wealth Partners, LLC | 0.09% | No change | 2,444 | $113K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Reduce -0.1% | 2,386 | $112K |
| Whittier Trust Co. | 0.00% | Reduce -0.2% | 2,324 | $109K |
| Ballast Advisors LLC | 0.03% | Reduce -16.3% | 2,348 | $109K |
| Horizon Investments, LLC | 0.00% | Reduce -25.1% | 2,318 | $107K |
| Cape Investment Advisory, Inc. | 0.10% | Reduce -4.6% | 2,305 | $107K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +0.9% | 2,203 | $102K |
| Abound Wealth Management | 0.02% | No change | 2,105 | $98K |
| Sage Mountain Advisors LLC | 0.00% | No change | 1,822 | $84K |
| Spire Wealth Management | 0.00% | No change | 1,814 | $84K |
| Ancora Advisors LLC | 0.00% | Add +5.8% | 1,812 | $84K |
| Smithfield Trust Co | 0.00% | No change | 1,831 | $80K |
| Sound Income Strategies, LLC | 0.00% | Reduce -1.0% | 1,723 | $79K |
| Rossmore Private Capital | 0.01% | New | 1,669 | $77K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | Add +47.0% | 1,648 | $76K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,542 | $71K |
| Kathleen S. Wright Associates Inc. | 0.03% | No change | 1,530 | $71K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,526 | $71K |
| GAMMA Investing LLC | 0.00% | No change | 1,498 | $69K |
| Orion Capital Management LLC | 0.02% | Reduce -17.9% | 1,470 | $68K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,473 | $68K |
| Sunbelt Securities, Inc. | 0.00% | Add +38.0% | 1,467 | $68K |
| Toth Financial Advisory Corp. | 0.01% | New | 1,446 | $67K |
| IMA Advisory Services, Inc. | 0.01% | Reduce -14.8% | 1,445 | $67K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.7% | 1,432 | $66K |
| Lavaca Capital LLC | 0.01% | Reduce -67.0% | 1,420 | $66K |
| Evolution Wealth Management Inc. | 0.07% | Reduce -25.6% | 1,395 | $65K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,385 | $64K |
| American National Bank & Trust | 0.01% | Add +1.4% | 1,359 | $63K |
| Root Financial Partners, LLC | 0.00% | New | 1,356 | $63K |
| Quadrant Capital Group LLC | 0.00% | New | 1,346 | $62K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,315 | $61K |
| Alexis Investment Partners, LLC | 0.01% | New | 1,280 | $59K |
| Topsail Wealth Management, LLC | 0.01% | Add +46.3% | 1,170 | $54K |
| Painted Porch Advisors LLC | 0.02% | New | 1,168 | $54K |
| MeadowBrook Investment Advisors LLC | 0.05% | No change | 1,150 | $53K |
| Parallel Advisors, LLC | 0.00% | Reduce -9.6% | 1,076 | $50K |
| CENTRAL TRUST Co | 0.00% | No change | 1,075 | $50K |
| Raffa Wealth Management, LLC | 0.01% | Add +80.9% | 1,051 | $49K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -12.7% | 1,041 | $48K |
| Bessemer Group Inc. | 0.00% | New | 1,030 | $47K |
| Realta Investment Advisors | 0.02% | Add +173.2% | 1,000 | $46K |
| Asset Dedication, LLC | 0.00% | Add +253.4% | 986 | $46K |
| Red Tortoise LLC | 0.02% | Add +0.3% | 980 | $45K |
| Centennial Bank | 0.02% | No change | 973 | $45K |
| WealthShield Partners, LLC | 0.00% | Add +0.3% | 926 | $43K |
| Rialto Wealth Management, LLC | 0.01% | Add +4.8% | 921 | $43K |
| Chapman Financial Group, LLC | 0.03% | No change | 900 | $42K |
| Manchester Capital Management LLC | 0.01% | New | 886 | $41K |
| IMG Wealth Management, Inc. | 0.03% | Reduce -2.6% | 869 | $40K |
| Ameriflex Group, Inc. | 0.01% | Add +584.1% | 862 | $40K |
| Retirement Wealth Solutions LLC | 0.02% | Reduce -18.7% | 813 | $38K |
| Northwest Capital Management Inc | 0.04% | Reduce -32.4% | 812 | $38K |
| Accredited Wealth Management, LLC | 0.03% | Reduce -67.1% | 263 | $37K |
| Clearstead Trust, LLC | 0.01% | Add +230.4% | 793 | $37K |
| Montag A & Associates Inc. | 0.00% | No change | 755 | $35K |
| Scarborough Advisors, LLC | 0.01% | Reduce -94.4% | 723 | $33K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 687 | $32K |
| Community Bank, N.A. | 0.00% | No change | 677 | $31K |
| Rothschild Investment LLC | 0.00% | No change | 673 | $31K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 670 | $31K |
| Financial Consulate, Inc. | 0.00% | New | 658 | $30K |
| Copia Wealth Management | 0.02% | No change | 605 | $28K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.5% | 599 | $28K |
| Compass Financial Services Inc | 0.01% | Reduce -21.8% | 591 | $27K |
| North Star Investment Management Corp. | 0.00% | Add +0.4% | 564 | $26K |
| Barrett & Company, Inc. | 0.01% | No change | 562 | $26K |
| GW&K Investment Management, LLC | 0.00% | No change | 534 | $25K |
| Trust Co. of Toledo NA | 0.00% | No change | 533 | $25K |
| Stone House Investment Management, LLC | 0.00% | New | 525 | $24K |
| AlphaCore Capital LLC | 0.00% | Add +0.8% | 501 | $23K |
| Center for Financial Planning, Inc. | 0.00% | No change | 500 | $23K |
| MGB Wealth Management, LLC | 0.01% | No change | 500 | $23K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -3.9% | 493 | $23K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | Add +25.4% | 454 | $21K |
| Essential Partners LLC | 0.01% | No change | 448 | $21K |
| SJS Investment Consulting Inc. | 0.00% | No change | 426 | $20K |
| Global Wealth Strategies & Associates | 0.00% | No change | 406 | $19K |
| Webster Bank, N. A. | 0.00% | No change | 400 | $19K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.3% | 394 | $18K |
| Rossby Financial, LCC | 0.01% | No change | 369 | $17K |
| AllSquare Wealth Management LLC | 0.01% | No change | 357 | $17K |
| Westside Investment Management, Inc. | 0.00% | No change | 346 | $16K |
| REAP Financial Group, LLC | 0.00% | Add +107.5% | 334 | $15K |
| Blue Trust, Inc. | 0.00% | Reduce -46.3% | 328 | $15K |
| EPG Wealth Management LLC | 0.00% | Add +0.3% | 321 | $15K |
| Covestor Ltd | 0.01% | Add +69.9% | 299 | $14K |
| Binnacle Investments Inc | 0.01% | No change | 300 | $14K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -9.4% | 299 | $14K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -13.9% | 297 | $14K |
| Addison Advisors LLC | 0.00% | New | 291 | $13K |
| Truvestments Capital LLC | 0.00% | Add +2650.0% | 275 | $13K |
| Johnson Financial Group, Inc. | 0.00% | No change | 257 | $12K |
| North Ridge Wealth Advisors, Inc. | 0.01% | Add +0.4% | 248 | $11K |
| Signaturefd, LLC | 0.00% | Add +100.0% | 238 | $11K |
| Financial Freedom, LLC | 0.01% | No change | 231 | $11K |
| Centerpoint Advisors, LLC | 0.00% | No change | 214 | $10K |
| Mather Group, Llc. | 0.00% | New | 204 | $9K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 201 | $9K |
| Costello Asset Management, INC | 0.00% | No change | 200 | $9K |
| Redwood Park Advisors LLC | 0.01% | Add +0.5% | 188 | $9K |
| 2UniFi Bank | 0.00% | No change | 187 | $9K |
| Horizons Wealth Management | 0.01% | No change | 164 | $8K |
| Woodside Wealth Management LLC | 0.01% | Add +2.7% | 153 | $7K |
| HFM Investment Advisors, LLC | 0.00% | No change | 145 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 138 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Add +0.7% | 136 | $6K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 132 | $6K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 130 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 130 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 126 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 113 | $5K |
| Cloud Capital Management, LLC | 0.00% | New | 112 | $5K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 105 | $5K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -99.0% | 102 | $5K |
| Investors Research Corp | 0.00% | New | 87 | $4K |
| Breakwater Investment Management | 0.00% | No change | 85 | $4K |
| WPG Advisers, LLC | 0.00% | No change | 80 | $4K |
| WFA Asset Management Corp | 0.00% | Add +1.3% | 77 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 72 | $3K |
| Guerra Advisors Inc | 0.00% | New | 68 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Add +66.7% | 55 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 59 | $3K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 50 | $2K |
| Islay Capital Management, LLC | 0.00% | No change | 47 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -68.7% | 42 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +22.4% | 60 | $2K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 38 | $2K |
| New Millennium Group LLC | 0.00% | No change | 38 | $2K |
| Quent Capital, LLC | 0.00% | New | 38 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 34 | $2K |
| Heritage Wealth Advisors | 0.00% | New | 30 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 28 | $1K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 25 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 22 | $1K |
| Fortis Group Advisors, LLC | 0.00% | No change | 19 | $880 |
| Blume Capital Management, Inc. | 0.00% | New | 14 | $649 |
| Tucker Asset Management LLC | 0.00% | No change | 12 | $556 |
| Bfsg, LLC | 0.00% | New | 11 | $510 |
| Wealth Watch Advisors, INC | 0.00% | New | 7 | $324 |
| Spirit of America Management Corp. | 0.00% | No change | 4 | $197 |
| Bogart Wealth, LLC | 0.00% | No change | 2 | $93 |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 1 | $46 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $46 |
| Maseco LLP | 0.00% | New | 1 | $46 |
| Avion Wealth | 0.00% | New | 17 | $0 |
"% 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.