SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q4 2025 (December 31)986holders +87
75new positions
40sold out
4famous investors
$46.91avg. 13F price*
At the end of Q4 2025, 986 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings, up 87 from Q3 2025. 75 opened new positions and 40 sold out. The largest holders were LPL Financial LLC ($1.3B), Financial Engines Advisors L.L.C. ($990.0M) and Betterment LLC ($879.0M). 4 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS SPDR P S&P 600 Small Cap
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $119.8M |
| Exits | 40 | $63.0M |
All 13F filers, Q3 2025 → Q4 2025: 19,315,695 shares bought and 8,263,722 shares sold, net +11,051,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 986 holders
| LPL Financial LLC | 0.35% | Add +5.3% | 26,990,277 | $1.3B |
| Financial Engines Advisors L.L.C. | 1.88% | Reduce -8.1% | 21,127,449 | $990.0M |
| Betterment LLC | 1.67% | Add +3.4% | 18,757,519 | $879.0M |
| Morgan Stanley | 0.04% | Add +155.9% | 13,747,260 | $644.2M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +1.6% | 6,463,327 | $302.9M |
| Valmark Advisers, Inc. | 3.07% | Reduce -0.3% | 5,302,606 | $248.5M |
| Bank of America Corp. | 0.01% | Add +17.3% | 3,840,334 | $180.0M |
| Ameriprise Financial Inc. | 0.04% | Add +1.2% | 3,798,684 | $178.0M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -10.1% | 3,491,605 | $163.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.47% | Add +6.1% | 3,480,713 | $163.1M |
| Creative Planning | 0.09% | Reduce -1.3% | 2,793,205 | $130.9M |
| Raymond James Financial Inc. | 0.04% | Reduce -7.0% | 2,578,563 | $120.8M |
| Osaic Holdings, Inc. | 0.14% | Reduce -11.5% | 1,996,690 | $93.6M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -1.0% | 1,912,458 | $89.6M |
| Texas Permanent School Fund Corp. | 3.88% | Add +0.4% | 1,810,603 | $84.8M |
| Pinnacle Wealth Planning Services, Inc. | 8.85% | Add +3.3% | 1,809,499 | $84.8M |
| Crestwood Advisors Group, LLC | 1.34% | Add +3.3% | 1,722,177 | $80.7M |
| Wealthcare Advisory Partners LLC | 1.55% | Add +2.4% | 1,682,637 | $78.8M |
| State Street Corp. | 0.00% | Reduce -3.8% | 1,659,396 | $77.8M |
| Assetmark, Inc. | 0.15% | Reduce -7.9% | 1,541,745 | $72.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +2.9% | 1,518,739 | $71.2M |
| Cetera Investment Advisers | 0.07% | Add +7.5% | 1,338,313 | $62.7M |
| Vantagepoint Investment Advisers LLC | 0.49% | Reduce -7.4% | 1,308,832 | $61.3M |
| Mason Street Advisors, LLC | 5.97% | Add +11.2% | 1,293,880 | $60.6M |
| UBS Group AG | 0.01% | Reduce -15.0% | 1,286,446 | $60.3M |
| Dakota Wealth Management | 1.06% | Add +4.3% | 1,278,412 | $59.9M |
| Stifel Financial Corp. | 0.05% | Add +5.7% | 1,197,065 | $56.1M |
| Private Advisor Group, LLC | 0.26% | Reduce -2.0% | 1,189,659 | $55.7M |
| Envestnet Portfolio Solutions, Inc. | 0.19% | Reduce -6.2% | 1,177,323 | $55.2M |
| Great Valley Advisor Group, Inc. | 1.02% | Add +3.1% | 1,130,882 | $53.0M |
| HighTower Advisors, LLC | 0.05% | Reduce -1.9% | 1,038,086 | $48.6M |
| Morningstar Investment Management LLC | 2.80% | Add +1.8% | 1,011,729 | $47.4M |
| Wells Fargo & Company | 0.01% | Add +11.5% | 994,990 | $46.6M |
| Midland Wealth Advisors, LLC | 2.39% | Add +1.3% | 980,587 | $46.0M |
| Equitable Holdings, Inc. | 0.31% | Add +1.8% | 957,742 | $44.9M |
| Stadion Money Management, LLC | 3.52% | Reduce -7.9% | 926,488 | $43.4M |
| Commonwealth Equity Services, LLC | 0.06% | Add +0.1% | 895,746 | $42.0M |
| Patriot Investment Management Group, Inc. | 2.35% | Add +2.7% | 790,099 | $37.0M |
| DAVENPORT & Co LLC | 0.20% | Add +6.6% | 785,590 | $36.8M |
| Truist Financial Corp. | 0.05% | Reduce -7.7% | 775,506 | $36.3M |
| Focus Financial Network, Inc. | 1.22% | Add +3.5% | 746,798 | $35.0M |
| Peterson Wealth Advisors, LLC | 4.49% | Reduce -1.4% | 718,855 | $33.7M |
| Banco Santander, S.A. | 0.24% | Add +18.8% | 696,741 | $32.6M |
| HighPoint Advisor Group LLC | 0.70% | New | 684,513 | $32.1M |
| One Day In July LLC | 2.61% | Add +11.5% | 679,174 | $31.8M |
| Royal Bank of Canada | 0.01% | Add +5.0% | 657,057 | $30.8M |
| First Command Advisory Services, Inc. | 0.21% | Add +18.8% | 649,968 | $30.5M |
| Cwm, LLC | 0.08% | Reduce -1.0% | 647,723 | $30.4M |
| St Germain D J Co. Inc. | 1.17% | Add +5.9% | 641,853 | $30.1M |
| Corient Private Wealth LP | 0.04% | Reduce -3.0% | 636,222 | $29.8M |
| Vicus Capital | 2.20% | Add +38.9% | 626,745 | $29.4M |
| Bokf, NA | 0.45% | Add +8.2% | 625,365 | $29.3M |
| RKL Wealth Management LLC | 2.35% | Add +18.2% | 611,870 | $28.7M |
| Compton Financial Group, LLC | 6.43% | Add +3.3% | 606,332 | $28.4M |
| KWB Wealth | 2.68% | Add +237.7% | 603,914 | $28.3M |
| Abound Financial, LLC | 10.60% | Reduce -5.6% | 584,730 | $27.4M |
| United Capital Financial Advisors, LLC | 0.16% | Add +41.4% | 582,737 | $27.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -5.6% | 544,325 | $26.4M |
| Berkshire Asset Management LLC | 1.16% | Add +47.5% | 563,967 | $26.4M |
| Avior Wealth Management, LLC | 0.79% | Add +4.0% | 540,377 | $25.3M |
| Greenleaf Trust | 0.23% | Add +1201.9% | 539,767 | $25.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -4.7% | 533,566 | $25.0M |
| Crews Bank & Trust | 3.48% | Reduce -14.0% | 518,642 | $24.3M |
| Spinnaker Trust | 1.29% | Reduce -1.1% | 514,216 | $24.1M |
| Mariner, LLC | 0.03% | Add +4.1% | 504,135 | $23.6M |
| Oarsman Capital, Inc. | 2.98% | Add +5.1% | 489,940 | $23.0M |
| Lido Advisors, LLC | 0.09% | Add +1.4% | 476,128 | $22.2M |
| Garrett Wealth Advisory Group, LLC | 4.12% | Add +2.8% | 464,725 | $21.8M |
| Fund Evaluation Group, LLC | 0.70% | Reduce -22.1% | 454,388 | $21.3M |
| Legacy Edge Advisors, LLC | 2.31% | Add +4.9% | 450,872 | $21.1M |
| Evernest Financial Advisors, LLC | 4.31% | Add +146.3% | 399,782 | $20.6M |
| Flagship Harbor Advisors, LLC | 0.94% | Add +25.9% | 425,333 | $19.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.9% | 404,400 | $19.0M |
| BNP Paribas Financial Markets | 0.01% | New | 401,200 | $18.8M |
| Allen Capital Group, LLC | 1.72% | Add +1.2% | 397,908 | $18.6M |
| Geneos Wealth Management Inc. | 0.45% | Add +7.1% | 394,991 | $18.5M |
| Financial Gravity Asset Management, Inc. | 3.50% | Add +5.6% | 387,498 | $18.2M |
| Boston Standard Wealth Management, LLC | 2.99% | Add +2.8% | 386,674 | $18.1M |
| Shepherd Financial Partners LLC | 1.68% | Add +4.5% | 385,786 | $18.1M |
| Park Avenue Securities LLC | 0.15% | Reduce -2.7% | 385,647 | $18.1M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.00% | Reduce -1.6% | 381,677 | $17.9M |
| Composition Wealth, LLC | 0.26% | Add +18.5% | 381,412 | $17.9M |
| Foguth Wealth Management, LLC. | 2.62% | — | 357,830 | $16.9M |
| Atlas Private Wealth Advisors | 3.90% | Add +2.8% | 356,452 | $16.7M |
| Cornerstone Advisors Asset Management, LLC | 2.66% | Add +5.8% | 350,243 | $16.4M |
| MML Investors Services, LLC | 0.04% | Add +10.1% | 348,217 | $16.3M |
| Hancock Prospecting Pty Ltd | 0.49% | No change | 342,840 | $16.1M |
| Merit Financial Group, LLC | 0.13% | Reduce -4.2% | 342,643 | $16.1M |
| Octavia Wealth Advisors, LLC | 1.51% | Reduce -11.3% | 337,402 | $15.8M |
| Fifth Third Bancorp | 0.05% | Add +4.4% | 333,329 | $15.6M |
| JNBA Financial Advisors | 1.36% | Reduce -1.2% | 331,663 | $15.5M |
| Cahaba Wealth Management, Inc. | 1.06% | Add +2.8% | 325,936 | $15.3M |
| Integrated Wealth Concepts LLC | 0.18% | Reduce -10.1% | 322,302 | $15.1M |
| OneDigital Investment Advisors LLC | 0.15% | Reduce -2.2% | 320,541 | $15.0M |
| TPG Financial Advisors, LLC | 4.99% | Add +10.5% | 318,743 | $14.9M |
| Financial Security Advisor, Inc. | 2.88% | Add +1.9% | 317,382 | $14.9M |
| AlphaStar Capital Management, LLC | 1.07% | Add +23.4% | 312,207 | $14.6M |
| WBH Advisory Inc. | 1.08% | Add +0.3% | 310,182 | $14.5M |
| Evermay Wealth Management LLC | 1.61% | Add +3.8% | 306,200 | $14.3M |
| Impact Partnership Wealth, LLC | 1.84% | Add +8.1% | 305,662 | $14.3M |
| Austin Private Wealth, LLC | 1.07% | Reduce -11.8% | 303,728 | $14.2M |
| United Asset Strategies, Inc. | 1.08% | Add +1.5% | 297,330 | $13.9M |
| Windsor Capital Management, LLC | 4.08% | Reduce -0.1% | 296,955 | $13.9M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -2.0% | 293,479 | $13.8M |
| Kestra Advisory Services, LLC | 0.06% | Add +1.5% | 288,742 | $13.5M |
| Pure Financial Advisors, LLC | 0.20% | Add +0.3% | 286,957 | $13.4M |
| Taylor & Morgan Wealth Management, LLC | 7.28% | Add +0.5% | 277,338 | $13.0M |
| Carnegie Investment Counsel | 0.24% | Reduce -4.6% | 273,369 | $12.8M |
| Allworth Financial LP | 0.05% | Add +3.7% | 269,848 | $12.6M |
| UNIVEST FINANCIAL Corp | 0.67% | Reduce -4.2% | 269,306 | $12.6M |
| Diversify Wealth Management, LLC | 0.56% | Add +53.9% | 244,125 | $12.0M |
| IHT Wealth Management, LLC | 0.29% | Reduce -3.4% | 252,515 | $11.8M |
| Valeo Financial Advisors, LLC | 0.26% | Reduce -1.9% | 250,029 | $11.7M |
| Global Retirement Partners, LLC | 0.21% | Reduce -1.1% | 249,324 | $11.7M |
| Kensington Asset Management, LLC | 0.60% | New | 245,342 | $11.6M |
| Syntegra Private Wealth Group, LLC | 1.05% | Reduce -1.6% | 244,443 | $11.5M |
| Parkside Financial Bank & Trust | 0.85% | Add +3.8% | 241,792 | $11.3M |
| Mgo One Seven LLC | 0.23% | Add +7.0% | 237,573 | $11.1M |
| Montz Harcus Wealth Management LLC | 4.49% | Add +5.7% | 236,303 | $11.1M |
| Waller Financial Planning Group, Inc. | 2.45% | Reduce -72.0% | 235,258 | $11.0M |
| Financial Insights, Inc. | 3.61% | Add +3.3% | 230,128 | $10.8M |
| NewEdge Advisors, LLC | 0.04% | Reduce -10.7% | 229,665 | $10.8M |
| SilverOak Wealth Management LLC | 1.67% | Add +214.2% | 227,746 | $10.7M |
| Richmond Investment Services, LLC | 1.82% | Add +14.7% | 224,121 | $10.5M |
| Savant Capital, LLC | 0.06% | Reduce -19.1% | 224,056 | $10.5M |
| Western Wealth Management, LLC | 0.48% | Reduce -3.9% | 222,503 | $10.4M |
| Carroll Advisory Group, LLC | 4.48% | — | 220,920 | $10.4M |
| Focus Partners Wealth | 0.01% | Add +43.3% | 210,459 | $9.9M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +2.5% | 210,089 | $9.8M |
| Royce & Associates LP | 0.10% | New | 209,799 | $9.8M |
| Sterling Investment Advisors, Ltd. | 1.81% | Add +0.6% | 81,705 | $9.8M |
| Aspire Capital Advisors LLC | 2.30% | Add +1.8% | 209,240 | $9.8M |
| Tortoise Investment Management, LLC | 0.85% | Add +7.7% | 207,692 | $9.7M |
| Penserra Capital Management LLC | 0.12% | New | 207,648 | $9.7M |
| Cary Street Partners Financial LLC | 0.24% | Reduce -5.8% | 204,141 | $9.6M |
| Gladstone Institutional Advisory LLC | 0.35% | Add +5.4% | 198,503 | $9.3M |
| Avidian Wealth Enterprises, LLC | 0.32% | Add +1.3% | 190,447 | $8.9M |
| North Star Asset Management Inc. | 0.35% | Reduce -1.5% | 185,575 | $8.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.4% | 185,314 | $8.7M |
| Hibernia Wealth Partners, LLC | 2.56% | Add +99.3% | 181,470 | $8.5M |
| RVW Wealth, LLC | 0.64% | Reduce -3.6% | 179,982 | $8.4M |
| Strategic Financial Planning, Inc. | 4.76% | Add +24.8% | 178,434 | $8.4M |
| Berkeley Capital Partners, LLC | 1.96% | Add +2.1% | 177,692 | $8.3M |
| Wrapmanager Inc. | 2.77% | Reduce -2.6% | 175,062 | $8.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +182.8% | 173,070 | $8.2M |
| Private Advisory Group LLC | 0.64% | Add +5.4% | 174,227 | $8.2M |
| Summit Global Investments | 0.45% | Add +44.0% | 162,371 | $7.6M |
| International City Management Association Retirement Corp | 3.85% | No change | 161,660 | $7.6M |
| Bleakley Financial Group, LLC | 0.13% | New | 160,869 | $7.5M |
| Bensler, LLC | 0.75% | Add +9.1% | 159,689 | $7.5M |
| Millington Financial Advisors, LLC | 3.28% | Reduce -1.0% | 143,783 | $7.4M |
| Debussy Capital Management LP | 0.98% | Add +12.4% | 153,188 | $7.2M |
| Warren Street Wealth Advisors, LLC | 2.04% | Reduce -1.0% | 151,388 | $7.1M |
| Collier Financial | 5.32% | Reduce -4.0% | 151,123 | $7.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.25% | Reduce -3.4% | 151,085 | $7.1M |
| Orange Investment Advisors, Inc. | 0.78% | Add +0.4% | 150,565 | $7.1M |
| Private Wealth Group, LLC | 3.37% | Add +1.5% | 150,035 | $7.0M |
| AF Advisors, Inc. | 2.67% | Add +66.7% | 150,000 | $7.0M |
| Asset Management Group, Inc. | 1.12% | Reduce -0.3% | 147,346 | $6.9M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3.32% | Add +2.1% | 145,585 | $6.8M |
| D.A. Davidson & Co. | 0.04% | Add +0.1% | 142,121 | $6.7M |
| Advance Capital Management, Inc. | 0.28% | Reduce -2.4% | 141,121 | $6.6M |
| Portside Wealth Group, LLC | 0.88% | Add +10.6% | 137,980 | $6.5M |
| Arkansas Financial Group, Inc. | 0.92% | Add +14.1% | 136,262 | $6.4M |
| Leslie Global Wealth, LLC | 2.85% | Add +1.9% | 135,398 | $6.3M |
| RFG Advisory, LLC | 0.12% | Reduce -0.4% | 134,896 | $6.3M |
| Evolve Private Wealth, LLC | 0.37% | — | 134,631 | $6.3M |
| Trilogy Capital Inc. | 0.28% | Reduce -3.0% | 132,319 | $6.2M |
| Advisor OS, LLC | 0.50% | Add +11.0% | 131,154 | $6.1M |
| IAG Wealth Partners, LLC | 0.71% | Add +4.4% | 131,075 | $6.1M |
| Brown Advisory Inc. | 0.01% | Add +2.9% | 129,990 | $6.1M |
| Paulson Wealth Management Inc. | 1.40% | Add +6.2% | 128,966 | $6.0M |
| Midwest Trust Co | 0.08% | Add +3.7% | 128,426 | $6.0M |
| WCG Wealth Advisors LLC | 0.17% | Add +272.0% | 127,960 | $6.0M |
| J.W. Cole Advisors, Inc. | 0.14% | Reduce -2.1% | 131,957 | $5.9M |
| Landmark Wealth Management, Inc. | 2.25% | Reduce -17.8% | 126,910 | $5.9M |
| Cerity Partners LLC | 0.01% | Add +5.0% | 124,840 | $5.9M |
| Principal Securities, Inc. | 0.09% | Add +18.0% | 123,005 | $5.8M |
| Gibbs Wealth Management | 1.39% | Reduce -3.9% | 116,256 | $5.7M |
| Resonant Capital Advisors, LLC | 0.31% | Reduce -2.5% | 121,692 | $5.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -21.2% | 120,095 | $5.6M |
| Cornerstone Wealth Management, LLC | 0.29% | Reduce -1.9% | 119,055 | $5.6M |
| Pachira Investments Inc. | 2.70% | Reduce -15.6% | 118,533 | $5.6M |
| Aspire Private Capital, LLC | 1.23% | Reduce -23.8% | 117,846 | $5.5M |
| Waverly Advisors, LLC | 0.04% | Add +0.4% | 112,595 | $5.3M |
| Hofer & Associates. Inc | 2.78% | Add +3.1% | 111,889 | $5.2M |
| Pathstone Holdings, LLC | 0.02% | Reduce -5.4% | 110,522 | $5.2M |
| Fiduciary Group, LLC | 0.43% | Add +11.9% | 109,121 | $5.1M |
| Napier Financial, LLC | 1.27% | — | 108,154 | $5.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.6% | 107,335 | $5.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -12.1% | 107,000 | $5.0M |
| 626 Financial, LLC | 2.15% | Reduce -0.3% | 106,124 | $5.0M |
| XY Planning Network, Inc. | 0.86% | Add +241.3% | 105,459 | $4.9M |
| Diversify Advisory Services, LLC | 0.16% | Add +4.1% | 97,709 | $4.9M |
| &partners | 0.03% | Reduce -0.1% | 103,610 | $4.9M |
| Tidal Investments LLC | 0.02% | New | 102,373 | $4.8M |
| Premier Private Wealth Management LLC | 4.97% | — | 95,808 | $4.8M |
| Sharkey, Howes & Javer | 0.60% | Reduce -16.4% | 101,181 | $4.7M |
| Larson Financial Group LLC | 0.16% | Reduce -7.9% | 101,047 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +12.2% | 100,592 | $4.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.5% | 100,569 | $4.7M |
| Harbour Investments, Inc. | 0.09% | Reduce -6.3% | 97,778 | $4.6M |
| AlphaCore Capital LLC | 0.10% | Add +19186.8% | 96,627 | $4.5M |
| Shum Financial Group, Inc. | 3.25% | Reduce -0.9% | 96,189 | $4.5M |
| Seeds Investor LLC | 0.86% | Reduce -8.2% | 95,846 | $4.5M |
| AE Wealth Management LLC | 0.03% | Reduce -10.0% | 95,706 | $4.5M |
| Signal Advisors Wealth, LLC | 0.36% | Reduce -16.6% | 95,557 | $4.5M |
| SCS Capital Management LLC | 0.05% | Reduce -7.4% | 95,264 | $4.5M |
| Wealth Management Resources, Inc. | 1.55% | Reduce -1.2% | 94,117 | $4.4M |
| Rainier Family Wealth Inc. | 3.29% | Add +15.0% | 93,049 | $4.4M |
| MJP Associates Inc. | 0.54% | Add +17.7% | 92,937 | $4.4M |
| CIBC Private Wealth Group LLC | 0.01% | Add +9.4% | 90,088 | $4.2M |
| SeedSafe Financial LLC | 3.72% | — | 89,587 | $4.2M |
| Colton Groome Financial Advisors, LLC | 1.20% | Add +9.1% | 89,302 | $4.2M |
| 1900 Wealth Management LLC | 0.26% | Reduce -0.9% | 86,999 | $4.1M |
| Nottingham Advisors, Inc. | 0.57% | Add +2.7% | 94,653 | $4.1M |
| Obermeyer Wealth Partners | 0.19% | Reduce -4.8% | 86,453 | $4.1M |
| Bradley Foster & Sargent Inc. | 0.06% | Add +1.6% | 86,137 | $4.0M |
| Knightsbridge Asset Management, LLC | 0.65% | Reduce -4.2% | 85,965 | $4.0M |
| Pallas Capital Advisors LLC | 0.13% | New | 85,665 | $4.0M |
| CVFG LLC | 2.71% | Add +3.0% | 84,466 | $4.0M |
| Perennial Investment Advisors, LLC | 0.30% | Reduce -3.3% | 82,229 | $3.9M |
| Wealth Advisory Solutions, LLC | 0.88% | Add +1.6% | 80,958 | $3.8M |
| Compass Wealth Management LLC | 0.94% | Add +3.9% | 80,831 | $3.8M |
| Atria Investments, Inc | 0.04% | Add +9.1% | 79,779 | $3.7M |
| Legacy Solutions, LLC | 3.28% | Add +3.8% | 79,571 | $3.7M |
| DDFG, Inc | 0.81% | Add +3.0% | 78,829 | $3.7M |
| Hughes Financial Services, LLC | 0.58% | Reduce -1.2% | 78,806 | $3.7M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Add +39.7% | 76,129 | $3.6M |
| Susquehanna International Group, LLP | 0.00% | Add +16.5% | 75,500 | $3.5M |
| Chicago Partners Investment Group LLC | 0.09% | Reduce -3.4% | 70,285 | $3.5M |
| Golden State Wealth Management, LLC | 0.37% | Add +8.3% | 74,745 | $3.5M |
| Sage Financial Management Group, Inc. | 1.06% | Add +7.0% | 74,258 | $3.5M |
| Capital Analysts, LLC | 0.09% | Reduce -0.7% | 73,160 | $3.4M |
| Moneco Advisors, LLC | 0.27% | Add +9.4% | 72,562 | $3.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -0.6% | 72,525 | $3.4M |
| AQR Capital Management | 0.00% | Add +13.1% | 72,271 | $3.4M |
| Kohmann Bosshard Financial Services, LLC | 0.30% | Add +0.0% | 70,903 | $3.3M |
| Destiny Capital Corp | 1.71% | Reduce -0.3% | 70,897 | $3.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Reduce 0.0% | 70,515 | $3.3M |
| Modera Wealth Management, LLC | 0.04% | Reduce -2.9% | 69,702 | $3.3M |
| Annex Advisory Services, LLC | 0.06% | Reduce -2.6% | 69,479 | $3.3M |
| Disciplined Investors, L.L.C. | 2.12% | Add +0.2% | 69,086 | $3.2M |
| Pecaut & Co. | 1.04% | Reduce -1.4% | 68,583 | $3.2M |
| Clarus Wealth Advisors | 1.33% | Reduce -0.3% | 65,193 | $3.2M |
| Nicolet Advisory Services, LLC | 0.21% | Add +3.4% | 63,476 | $3.1M |
| Breakwater Capital Group | 0.43% | Add +1.0% | 66,316 | $3.1M |
| Jacobi Capital Management LLC | 0.18% | Add +2.1% | 65,905 | $3.1M |
| EP Wealth Advisors, LLC | 0.02% | — | 65,774 | $3.1M |
| Capital Investment Management, Inc. | 1.07% | — | 65,198 | $3.1M |
| IFP Advisors, Inc | 0.07% | Add +68.4% | 65,136 | $3.1M |
| Meridian Financial Advisors, LLC | 1.65% | Reduce -1.4% | 64,722 | $3.0M |
| Raleigh Capital Management Inc. | 1.09% | Reduce -21.4% | 64,259 | $3.0M |
| WLTH Capital Management, LLC | 2.32% | — | 58,856 | $3.0M |
| Garden State Investment Advisory Services LLC | 0.71% | Reduce -1.0% | 63,372 | $3.0M |
| Aptus Capital Advisors, LLC | 0.03% | Add +3.3% | 62,690 | $2.9M |
| Axxcess Wealth Management, LLC | 0.05% | Reduce -16.5% | 62,459 | $2.9M |
| Sowell Financial Services LLC | 0.11% | Add +3.1% | 62,041 | $2.9M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -13.6% | 61,790 | $2.9M |
| Ausdal Financial Partners, Inc. | 0.13% | Add +2.7% | 61,688 | $2.9M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +0.7% | 61,590 | $2.9M |
| Wealthcare Capital Partners, LLC | 1.35% | Add +5.9% | 61,487 | $2.9M |
| Opal Wealth Advisors, LLC | 0.75% | Reduce -0.9% | 61,196 | $2.9M |
| Cyndeo Wealth Partners, LLC | 0.15% | Reduce -17.9% | 61,017 | $2.9M |
| Farther Finance Advisors, LLC | 0.03% | Add +5.3% | 60,994 | $2.9M |
| FMR LLC | 0.00% | Add +7.5% | 60,452 | $2.8M |
| Amicus Financial Advisors, LLC | 0.79% | — | 60,269 | $2.8M |
| CFM Wealth Partners LLC | 0.41% | Reduce -0.1% | 60,179 | $2.8M |
| Private Trust Co. NA | 0.25% | Reduce -4.2% | 59,788 | $2.8M |
| Modern Wealth Management, LLC | 0.05% | Reduce -1.5% | 59,392 | $2.8M |
| Wealthcare Capital Management LLC | 0.27% | Add +15.6% | 58,929 | $2.8M |
| Securian Asset Management, Inc. | 0.10% | Add +36.5% | 58,724 | $2.8M |
| SkyOak Wealth, LLC | 0.49% | Add +1.3% | 58,671 | $2.7M |
| Jaffetilchin Investment Partners, LLC | 0.16% | Add +0.5% | 58,433 | $2.7M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +47.9% | 56,764 | $2.7M |
| RMR Capital Management, LLC | 1.90% | Reduce -2.5% | 56,058 | $2.6M |
| Bill Few Associates, Inc. | 0.64% | Add +7.8% | 55,344 | $2.6M |
| Ironwood Wealth Management, LLC. | 0.76% | Reduce -1.0% | 55,327 | $2.6M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.90% | Add +0.5% | 55,205 | $2.6M |
| Level Four Advisory Services, LLC | 0.08% | Add +8.6% | 55,020 | $2.6M |
| Blueprint Investment Partners LLC | 0.28% | Add +48.4% | 54,993 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.4% | 54,829 | $2.6M |
| Marathon Strategic Advisors, LLC | 1.95% | Add +8.2% | 54,514 | $2.6M |
| Franklin Resources Inc. | 0.00% | Add +19.5% | 53,559 | $2.5M |
| Legend Financial Advisors, Inc. | 1.51% | Add +17.5% | 53,300 | $2.5M |
| Stablepoint Partners, LLC | 0.39% | Add +3.3% | 53,214 | $2.5M |
| Walkner Condon Financial Advisors LLC | 0.35% | Add +1.7% | 53,075 | $2.5M |
| Naples Global Advisors, LLC | 0.18% | Add +17.9% | 52,678 | $2.5M |
| BCGM Wealth Management, LLC | 0.63% | Reduce -1.7% | 52,418 | $2.5M |
| NorthRock Partners, LLC | 0.04% | Add +0.9% | 52,318 | $2.5M |
| Coastwise Capital Group, LLC | 1.24% | Add +9.3% | 51,277 | $2.4M |
| Maia Wealth LLC | 0.41% | Add +11.7% | 47,501 | $2.4M |
| Stone Summit Wealth LLC | 0.65% | Reduce -1.8% | 50,914 | $2.4M |
| G&S Capital LLC | 0.83% | Add +2.9% | 50,323 | $2.4M |
| AdvisorNet Financial, Inc | 0.12% | Add +5.3% | 49,488 | $2.3M |
| Bank of Montreal | 0.00% | Add +31.3% | 48,471 | $2.3M |
| Semitam Bonam LLC | 1.89% | Add +4.5% | 48,313 | $2.3M |
| Alta Wealth Advisors LLC | 0.75% | Add +0.3% | 48,132 | $2.3M |
| Lanark Financial, Inc. | 0.17% | Add +17.1% | 47,996 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +5.8% | 47,783 | $2.2M |
| Tandem Investment Partners LLC | 1.88% | Add +2.0% | 47,528 | $2.2M |
| Signet Financial Management, LLC | 0.25% | Add +25.9% | 47,487 | $2.2M |
| Kingsview Wealth Management, LLC | 0.03% | Add +2.6% | 47,457 | $2.2M |
| Rothschild Wealth LLC | 0.21% | Add +6.4% | 46,898 | $2.2M |
| Fifth Third Wealth Advisors LLC | 0.08% | Add +13.9% | 46,433 | $2.2M |
| Apollon Wealth Management, LLC | 0.04% | Add +7.7% | 46,336 | $2.2M |
| Manhattan West Asset Management, LLC | 0.44% | Reduce -6.4% | 46,160 | $2.2M |
| Krilogy Financial LLC | 0.07% | Reduce -1.5% | 43,224 | $2.2M |
| IFG Advisors, LLC | 0.36% | Reduce -0.3% | 45,958 | $2.2M |
| Gambit Capital Management, LLC | 1.54% | — | 45,810 | $2.1M |
| Fortitude Family Office, LLC | 0.50% | Reduce -4.1% | 45,375 | $2.1M |
| True Blue Financial, LLC | 1.75% | — | 45,276 | $2.1M |
| TrueWealth Financial Partners | 1.75% | New | 45,276 | $2.1M |
| World Investment Advisors | 0.03% | Add +64.0% | 44,986 | $2.1M |
| Alpha Capital Advisors Inc. | 1.95% | — | 42,697 | $2.1M |
| Affinity Capital Advisors, LLC | 0.29% | Reduce -11.4% | 44,692 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +289.4% | 44,616 | $2.1M |
| Captrust Financial Advisors | 0.00% | Reduce -2.3% | 43,810 | $2.1M |
| Simplicity Wealth,LLC | 0.12% | Add +16.1% | 43,775 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +4.3% | 43,555 | $2.0M |
| Charter Research & Investment Group, Inc. | 1.36% | Add +2.6% | 43,393 | $2.0M |
| Towercrest Capital Management | 0.32% | Reduce -14.8% | 43,343 | $2.0M |
| Defined Wealth Management, LLC | 1.17% | Reduce -0.7% | 43,188 | $2.0M |
| NovaPoint Capital, LLC | 0.52% | Add +3.8% | 43,135 | $2.0M |
| Goodman Financial Corp | 0.38% | Reduce -0.9% | 42,863 | $2.0M |
| Sunflower Bank, N.A. | 0.50% | Reduce -11.6% | 42,585 | $2.0M |
| Wealth Advisors of Iowa, LLC | 0.66% | Reduce -1.2% | 42,571 | $2.0M |
| Shoker Investment Counsel, Inc. | 0.58% | Reduce -0.1% | 42,231 | $2.0M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -0.1% | 42,034 | $2.0M |
| Louisiana State Employees Retirement System | 0.03% | New | 42,000 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +33.5% | 41,655 | $2.0M |
| Forefront Wealth Partners, LLC | 0.92% | Add +0.8% | 41,547 | $1.9M |
| American Financial Advisors, LLC | 0.24% | Add +0.9% | 40,096 | $1.9M |
| WESCAP Management Group, Inc. | 0.37% | No change | 39,272 | $1.8M |
| Bedel Financial Consulting, Inc. | 0.20% | Add +9.8% | 39,215 | $1.8M |
| Smartleaf Asset Management LLC | 0.07% | Add +149.1% | 38,195 | $1.8M |
| Lunt Capital Management, Inc. | 0.68% | Reduce -1.4% | 38,610 | $1.8M |
| Lebenthal Global Advisors, LLC | 0.28% | Add +3.3% | 38,569 | $1.8M |
| Marmo Financial Group, LLC | 0.85% | Reduce -1.1% | 38,429 | $1.8M |
| Sherman Asset Management, Inc. | 1.52% | Reduce -3.2% | 38,321 | $1.8M |
| 21 West Wealth Management LLC | 1.64% | Add +2.1% | 38,235 | $1.8M |
| Gotham Asset Management | 0.01% | Add +23.4% | 37,806 | $1.8M |
| BlackRock, Inc. | 0.00% | Reduce -1.0% | 37,475 | $1.8M |
| Belpointe Asset Management LLC | 0.06% | Add +194.1% | 37,018 | $1.7M |
| Raelipskie Partnership | 0.72% | New | 36,615 | $1.7M |
| Balefire, LLC | 0.33% | Reduce -10.3% | 36,458 | $1.7M |
| CoreCap Advisors, LLC | 0.06% | Add +5.4% | 36,432 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -12.2% | 35,987 | $1.7M |
| Legacy Wealth Partners, LLC | 0.44% | — | 35,921 | $1.7M |
| Freestone Capital Holdings, LLC | 0.05% | Add +0.8% | 35,770 | $1.7M |
| Crescent Grove Advisors, LLC | 0.16% | Reduce -6.0% | 35,732 | $1.7M |
| MFA Wealth Services | 1.13% | Reduce -1.8% | 35,539 | $1.7M |
| CSM Advisors, LLC | 0.04% | Add +16.3% | 34,842 | $1.6M |
| Armbruster Capital Management, Inc. | 0.27% | Add +5.5% | 34,809 | $1.6M |
| McNamara Financial Services, Inc. | 0.31% | Reduce -92.3% | 34,770 | $1.6M |
| Legacy Private Trust Co. | 0.10% | Add +0.1% | 34,583 | $1.6M |
| HM Payson & Co. | 0.02% | Reduce -62.5% | 34,145 | $1.6M |
| Syon Capital LLC | 0.08% | Add +1.0% | 34,019 | $1.6M |
| Global Strategic Investment Solutions, LLC | 0.16% | Reduce -0.8% | 33,917 | $1.6M |
| Higgins & Schmidt Wealth Strategies LLC | 0.75% | Reduce -0.2% | 33,781 | $1.6M |
| Alliance Wealth Management Group | 0.35% | Reduce -16.7% | 33,740 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +5.9% | 33,480 | $1.6M |
| Blue Fin Capital, Inc. | 0.24% | Add +7.7% | 33,206 | $1.6M |
| Flynn Zito Capital Management, LLC | 0.56% | Reduce -0.8% | 33,186 | $1.6M |
| Northwest Wealth Advisors, LLC | 1.20% | — | 33,035 | $1.5M |
| MBM Wealth Consultants, LLC | 0.37% | Add +5.3% | 33,021 | $1.5M |
| Courier Capital LLC | 0.09% | Add +41.3% | 32,934 | $1.5M |
| Caliber Wealth Management, LLC / KS | 0.17% | Reduce -9.7% | 32,847 | $1.5M |
| Arete Wealth Advisors, LLC | 0.10% | Reduce -6.2% | 32,323 | $1.5M |
| Markin Asset Management, LP | 1.66% | — | 32,245 | $1.5M |
| Independent Advisor Alliance | 0.04% | Add +16.0% | 32,242 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -11.2% | 32,223 | $1.5M |
| Northern Trust Corp. | 0.00% | Reduce -7.6% | 31,815 | $1.5M |
| Drucker Wealth 3.0, LLC | 0.26% | Reduce -1.7% | 31,325 | $1.5M |
| Richardson Financial Services Inc. | 0.47% | Reduce -22.6% | 31,105 | $1.5M |
| ARS Investment Partners, LLC | 0.08% | Add +7.1% | 30,651 | $1.4M |
| Whalerock Point Partners, LLC | 0.28% | No change | 30,488 | $1.4M |
| FF Advisors,LLC | 0.63% | Reduce -0.8% | 30,214 | $1.4M |
| Deutsche Bank AG | 0.00% | Reduce -27.8% | 30,173 | $1.4M |
| Headinvest, LLC | 0.28% | Add +0.9% | 30,068 | $1.4M |
| FNY Investment Advisers, LLC | 0.40% | New | 30,000 | $1.4M |
| Northwest Bancshares, Inc. | 0.27% | Reduce -0.2% | 29,338 | $1.4M |
| Deltec Asset Management LLC | 0.23% | Reduce -26.4% | 29,330 | $1.4M |
| Global Financial Private Client, LLC | 0.48% | Reduce -11.7% | 29,052 | $1.4M |
| Lee, Kelleher & Klein Wealth Management | 0.81% | Reduce -11.1% | 29,028 | $1.4M |
| Novus Advisors, LLC | 3.03% | Reduce -20.7% | 28,908 | $1.4M |
| Bison Wealth, LLC | 0.15% | Reduce -19.7% | 28,172 | $1.3M |
| Blueprint Financial Advisors LLC | 0.20% | Add +58.7% | 28,151 | $1.3M |
| Range Financial Group LLC | 0.46% | Reduce -0.3% | 28,076 | $1.3M |
| Swmg, LLC | 0.36% | Add +10.0% | 25,447 | $1.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 27,812 | $1.3M |
| SOL Capital Management CO | 0.12% | Reduce -0.6% | 27,765 | $1.3M |
| Liberty Square Wealth Partners LLC | 0.37% | Reduce -36.0% | 27,624 | $1.3M |
| Pinnacle Family Advisors, LLC | 0.57% | New | 27,550 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +7.4% | 27,471 | $1.3M |
| Money Concepts Capital Corp. | 0.07% | Add +4.0% | 27,241 | $1.3M |
| Transamerica Financial Advisors, LLC | 0.11% | Add +0.5% | 27,226 | $1.3M |
| South Shore Capital Advisors | 0.93% | — | 27,134 | $1.3M |
| D. E. Shaw & Co. | 0.00% | New | 27,012 | $1.3M |
| Capital Advisory Group Advisory Services, LLC | 0.37% | Add +3.7% | 26,864 | $1.3M |
| GeoWealth Management, LLC | 0.05% | Reduce -16.0% | 26,792 | $1.3M |
| Regal Investment Advisors LLC | 0.07% | Add +25.1% | 26,506 | $1.2M |
| AGH Wealth Advisors, LLC | 0.93% | Add +1.0% | 26,380 | $1.2M |
| CFS Investment Advisory Services, LLC | 0.09% | Add +8.7% | 26,358 | $1.2M |
| Zinnia Wealth Advisory, LLC | 1.33% | — | 26,340 | $1.2M |
| Kagan Cocozza Asset Management | 0.88% | Reduce -1.3% | 26,322 | $1.2M |
| River Street Advisors LLC | 0.46% | Add +1.1% | 26,079 | $1.2M |
| Key Financial Inc | 0.22% | Add +4.3% | 26,077 | $1.2M |
| Sei Investments Co. | 0.00% | Add +44.8% | 25,992 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Reduce -6.3% | 25,769 | $1.2M |
| Fiduciary Trust Co | 0.01% | Reduce -3.1% | 25,712 | $1.2M |
| Orin Green Financial, LLC | 0.48% | Reduce -1.8% | 25,488 | $1.2M |
| Intrua Financial, LLC | 0.13% | Reduce -2.3% | 25,304 | $1.2M |
| Comerica Bank | 0.00% | Reduce -7.3% | 25,223 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +0.6% | 25,179 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | Add +19.7% | 25,156 | $1.2M |
| Cape Cod Five Cents Savings Bank | 0.11% | No change | 25,614 | $1.2M |
| IFG Advisory, LLC | 0.05% | Add +5.7% | 24,714 | $1.2M |
| Values Added Financial LLC | 0.49% | Add +3.6% | 24,591 | $1.2M |
| Gateway Wealth Partners, LLC | 0.13% | Reduce -3.8% | 24,467 | $1.1M |
| McMill Wealth Management | 0.32% | No change | 24,349 | $1.1M |
| Nikulski Financial, Inc. | 0.27% | Reduce -21.6% | 23,998 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Add +5.7% | 23,997 | $1.1M |
| Clearstead Advisors, LLC | 0.01% | Add +3.6% | 23,676 | $1.1M |
| Breachway Investments LLC | 1.17% | — | 23,665 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -1.5% | 23,643 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.35% | Reduce -0.5% | 23,610 | $1.1M |
| TD Capital Management LLC | 0.10% | Reduce -1.7% | 23,590 | $1.1M |
| Venturi Wealth Management, LLC | 0.05% | Reduce -3.8% | 23,446 | $1.1M |
| Vise Technologies, Inc. | 0.02% | Add +43.4% | 23,119 | $1.1M |
| Summit Financial, LLC | 0.02% | Add +38.0% | 22,637 | $1.1M |
| Koshinski Asset Management, Inc. | 0.07% | Add +27.2% | 22,533 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Add +32.9% | 22,276 | $1.0M |
| Eldridge Investment Advisors, Inc. | 0.23% | Reduce -37.5% | 22,203 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Add +3.0% | 21,846 | $1.0M |
| International Private Wealth Advisors LLC | 0.64% | Reduce -15.3% | 21,655 | $1.0M |
| TKG Advisors, LLC | 0.41% | Reduce -1.4% | 21,593 | $1.0M |
| BCS Wealth Management | 0.10% | Add +95.5% | 21,590 | $1.0M |
| MAI Capital Management | 0.01% | Reduce -6.7% | 21,539 | $1.0M |
| Keener Financial Planning LLC | 0.43% | No change | 21,419 | $1.0M |
| Alaska Wealth Advisors, LLC | 0.13% | Add +17.9% | 21,023 | $985K |
| Ascent Group, LLC | 0.03% | Reduce -22.6% | 20,418 | $957K |
| HORAN Wealth, LLC | 0.15% | Add +0.2% | 20,309 | $952K |
| Alliance Wealth Advisors, LLC | 0.20% | Reduce -20.5% | 19,956 | $935K |
| Berman McAleer LLC | 0.13% | Add +5.3% | 19,902 | $933K |
| Idaho Trust Co | 0.31% | Reduce -15.7% | 19,775 | $927K |
| SFG Wealth Management, LLC. | 0.36% | Add +6.0% | 19,750 | $925K |
| Elyxium Wealth, LLC | 0.26% | New | 19,641 | $920K |
| CX Institutional | 0.03% | Reduce -26.1% | 19,412 | $910K |
| Commerce Bank | 0.01% | Add +293.9% | 19,351 | $907K |
| Axis Wealth Partners, LLC | 0.49% | Reduce -0.0% | 19,117 | $896K |
| Maridea Wealth Management LLC | 0.13% | Reduce -8.8% | 19,115 | $896K |
| Elgethun Capital Management | 0.15% | Reduce -15.6% | 19,062 | $893K |
| Lockerman Financial Group, Inc. | 1.71% | Reduce -19.4% | 19,030 | $892K |
| Seaside Wealth Management, Inc. | 0.25% | Reduce -2.2% | 19,003 | $890K |
| Delta Wealth Advisors LLC | 0.74% | Reduce -0.1% | 18,889 | $885K |
| Ranch Capital Advisors Inc. | 0.32% | Add +5.1% | 18,821 | $882K |
| Integrity Wealth Solutions LLC | 0.35% | Add +0.4% | 18,696 | $876K |
| Independent Financial Group, LLC | 0.02% | Reduce -49.8% | 18,544 | $869K |
| Pitcairn Wealth Advisors LLC | 0.08% | — | 18,501 | $867K |
| Wulff, Hansen & Co. | 0.73% | Reduce -8.6% | 18,455 | $865K |
| Norden Group LLC | 0.08% | Reduce -3.1% | 18,245 | $855K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +308.5% | 18,186 | $852K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 18,186 | $852K |
| Titleist Asset Management, LLC | 0.07% | Reduce -0.3% | 17,981 | $843K |
| Bernicke Wealth Management, Ltd. | 0.11% | — | 17,959 | $842K |
| Harbor Investment Advisory, LLC | 0.06% | Add +31.2% | 17,865 | $837K |
| Outlook Wealth Advisors, LLC | 0.19% | Reduce -19.4% | 17,838 | $836K |
| Troutman Wealth Management, LLC | 0.69% | — | 17,830 | $836K |
| Beckerman Institutional, LLC | 0.46% | Add +7.2% | 17,588 | $824K |
| Financial Network Wealth Advisors LLC | 0.86% | Add +5.4% | 17,558 | $823K |
| Downshift Financial, LLC | 0.51% | — | 16,406 | $820K |
| Tidemark, LLC | 0.23% | Reduce -9.3% | 17,358 | $813K |
| Worth Financial Advisory Group, LLC | 0.39% | Add +0.3% | 17,268 | $809K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | Reduce -12.6% | 17,229 | $807K |
| Financial Synergies Wealth Advisors, Inc. | 0.08% | Reduce -0.9% | 16,800 | $787K |
| Go Invest LLC | 0.26% | — | 16,800 | $787K |
| Comprehensive Money Management Services LLC | 0.54% | No change | 16,800 | $787K |
| Saxony Capital Management, LLC | 0.48% | New | 16,776 | $786K |
| Opulen Financial Group LLC | 0.57% | Add +3.6% | 16,747 | $785K |
| Colonial River Investments, LLC | 0.28% | Reduce -15.5% | 16,708 | $783K |
| Silverlake Wealth Management LLC | 0.18% | Reduce -10.5% | 16,695 | $782K |
| Aldebaran Financial Inc. | 0.72% | Reduce -3.0% | 16,483 | $782K |
| Columbia River Financial Group, LLC | 0.48% | Add +0.1% | 16,629 | $779K |
| Summit Investment Advisory Services, LLC | 0.29% | Add +4.0% | 16,521 | $774K |
| American Trust | 0.07% | Add +1.3% | 16,493 | $773K |
| Oppenheimer & Co. Inc. | 0.01% | Add +35.0% | 16,371 | $767K |
| Citadel Advisors | 0.00% | Reduce -18.5% | 16,361 | $767K |
| Wiregrass Investment Management LLC | 0.64% | — | 16,310 | $764K |
| CGN Advisors LLC | 0.06% | Reduce -5.0% | 16,254 | $762K |
| Legacy Wealth Management, LLC / MS | 0.20% | Add +22.2% | 16,132 | $756K |
| Northbridge Financial Group, LLC | 0.34% | — | 16,098 | $754K |
| Redwood Financial Network Corp | 0.48% | Add +6.3% | 16,071 | $753K |
| POM Investment Strategies, LLC | 0.39% | Add +5.4% | 16,068 | $753K |
| F/m Investments LLC | 0.03% | Reduce -61.4% | 16,064 | $752K |
| Midwest Financial Network, LLC | 0.58% | Add +78.2% | 16,054 | $752K |
| Adamsbrown Wealth Consultants LLC | 0.21% | Reduce -2.6% | 15,933 | $747K |
| White Pine Capital LLC | 0.21% | Reduce -0.5% | 15,916 | $746K |
| Butensky & Cohen Financial Security, Inc. | 0.20% | Add +2.5% | 15,904 | $745K |
| Denver Wealth Management, Inc. | 0.26% | Reduce -0.2% | 15,625 | $732K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 15,564 | $729K |
| Timmons Wealth Management, LLC | 0.71% | — | 15,314 | $718K |
| Collaborative Wealth Managment Inc. | 0.25% | Add +0.2% | 15,160 | $710K |
| Lifeworks Advisors, LLC | 0.09% | Add +0.1% | 14,965 | $701K |
| Penobscot Wealth Management | 0.22% | Reduce -2.3% | 14,866 | $697K |
| Fourth Dimension Wealth, LLC | 0.25% | Add +4.6% | 14,836 | $695K |
| BankPlus Trust Department | 0.18% | No change | 14,830 | $695K |
| Centaurus Financial, Inc. | 0.03% | Reduce -5.6% | 14,683 | $688K |
| Capstone Wealth Management Group, LLC | 0.29% | Add +1.3% | 14,600 | $684K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 14,497 | $679K |
| Vista Investment Management | 0.22% | Add +36.3% | 14,386 | $674K |
| Balboa Wealth Partners | 0.11% | Reduce -22.0% | 14,377 | $674K |
| Financial Management Network Inc. | 0.11% | Reduce -5.4% | 14,145 | $669K |
| Advisor Resource Council | 0.24% | New | 13,440 | $666K |
| American Investment Services, Inc. | 0.15% | Reduce -25.1% | 14,119 | $662K |
| Sunburst Financial Group, LLC | 0.13% | Reduce -7.6% | 14,062 | $659K |
| Keystone Financial Group | 0.05% | Add +12.9% | 13,970 | $655K |
| TSG Advice Partners, LLC | 0.10% | — | 13,851 | $649K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -4.4% | 13,698 | $642K |
| E&G Advisors, LLC | 0.14% | Add +0.6% | 13,609 | $638K |
| Indie Asset Partners, LLC | 0.71% | Reduce -1.6% | 13,583 | $637K |
| Nwam LLC | 0.04% | Reduce -0.2% | 12,730 | $635K |
| Brown Financial Advisory | 0.32% | No change | 13,495 | $632K |
| Wall Capital Group, Inc. | 0.60% | — | 13,471 | $631K |
| Xcelsior Advisor Partners LLC | 0.30% | — | 13,337 | $625K |
| HBW Advisory Services LLC | 0.07% | Add +32.4% | 13,285 | $623K |
| BIP Wealth, LLC | 0.02% | Reduce -2.8% | 13,188 | $618K |
| Retirement Planning Co of New England, Inc. | 0.25% | Reduce -8.2% | 13,178 | $618K |
| Apella Capital, LLC | 0.01% | Reduce -41.4% | 13,142 | $616K |
| Tilson Financial Group, Inc. | 0.19% | Reduce -3.3% | 12,990 | $609K |
| Johnson Investment Counsel Inc. | 0.01% | Add +4.0% | 12,971 | $608K |
| Citizens Financial Group Inc. | 0.01% | Reduce -7.8% | 12,960 | $607K |
| Ieq Capital, LLC | 0.00% | Add +142.8% | 12,940 | $606K |
| Tennessee Valley Asset Management Partners | 0.08% | Add +12.9% | 12,809 | $600K |
| Horizon Wealth Management, LLC | 0.09% | Add +0.0% | 12,669 | $594K |
| Third View Private Wealth, LLC | 0.08% | — | 12,658 | $593K |
| Valpey Financial Services, LLC | 0.38% | Add +18.0% | 12,540 | $588K |
| Investment Planning Advisors, Inc. | 0.17% | Reduce -1.6% | 12,426 | $582K |
| PFG Advisors | 0.03% | Reduce -73.2% | 12,417 | $582K |
| WealthPoint Financial, LLC | 0.50% | — | 12,361 | $579K |
| McClarren Financial Advisors, Inc. | 0.34% | Reduce -38.5% | 5,236 | $576K |
| VestGen Advisors, LLC | 0.02% | Reduce -74.4% | 12,239 | $574K |
| Pacific Sun Financial Corp | 0.28% | Reduce -2.0% | 12,227 | $573K |
| Barnes Pettey Financial Advisors, LLC | 0.28% | No change | 12,226 | $573K |
| Advisory Alpha, LLC | 0.02% | Reduce -21.2% | 12,094 | $567K |
| Nations Financial Group Inc, /Ia/ | 0.03% | New | 11,991 | $562K |
| Caitlin John, LLC | 0.36% | Add +8.5% | 11,873 | $556K |
| Iams Wealth Management, LLC | 0.20% | Reduce -30.1% | 11,860 | $556K |
| Salomon & Ludwin, LLC | 0.05% | No change | 11,447 | $549K |
| Voisard Asset Management Group, Inc. | 0.12% | Reduce -10.8% | 11,693 | $548K |
| VCI Wealth Management LLC | 0.15% | Add +72.1% | 11,670 | $547K |
| Fulton Bank, N.A. | 0.02% | Add +62.2% | 11,587 | $543K |
| Founders Financial Securities LLC | 0.03% | New | 11,543 | $541K |
| Essex Bank | 0.12% | Add +13.9% | 11,493 | $539K |
| Mutual Advisors, LLC | 0.01% | Add +7.7% | 11,456 | $537K |
| Synergy Investment Management, LLC | 0.19% | Reduce -17.2% | 11,418 | $535K |
| Continental Investors Services, Inc. | 0.69% | Reduce -15.5% | 10,792 | $534K |
| McGuire Investment Group, LLC | 0.06% | No change | 11,357 | $532K |
| Fingerlakes Wealth Management, Inc. | 0.34% | Reduce -7.0% | 11,351 | $532K |
| Perspective Wealth Advisors LLC | 0.38% | — | 11,304 | $530K |
| Gilpin Wealth Management, LLC | 0.42% | — | 11,265 | $528K |
| Stephens Inc. | 0.01% | Add +2.2% | 11,196 | $525K |
| Lynch & Associates | 0.10% | No change | 11,114 | $521K |
| Sovereign Financial Group, Inc. | 0.09% | Reduce -0.6% | 11,110 | $521K |
| Bank of Marin | 0.36% | Reduce -1.5% | 11,060 | $518K |
| Elite Financial, Inc. | 0.24% | Add +0.0% | 11,054 | $518K |
| ERn Financial, LLC | 0.10% | Reduce -2.2% | 11,042 | $517K |
| Old Second National Bank of Aurora | 0.10% | Add +5.2% | 10,860 | $509K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.4% | 10,697 | $501K |
| Montis Financial, LLC | 0.10% | Reduce -0.0% | 10,680 | $500K |
| McIlrath & Eck, LLC | 0.05% | Reduce -4.5% | 10,657 | $499K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 10,643 | $499K |
| Creative Financial Designs Inc. | 0.03% | Add +5.9% | 10,636 | $498K |
| Latitude Advisors, LLC | 0.22% | Add +5.4% | 10,560 | $495K |
| Graney & King, LLC | 0.29% | Add +0.2% | 10,537 | $494K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.2% | 10,437 | $489K |
| Spinnaker Investment Group, LLC | 0.09% | Add +7.7% | 10,392 | $487K |
| Snowden Capital Advisors LLC | 0.01% | Add +6.5% | 10,350 | $485K |
| Keybank National Association | 0.00% | Add +3.0% | 10,347 | $485K |
| Templeton & Phillips Capital Management, LLC | 0.32% | Reduce -0.6% | 10,319 | $484K |
| Mengis Capital Management, Inc. | 0.09% | Add +5.7% | 10,314 | $483K |
| Savvy Advisors, Inc. | 0.02% | Add +19.7% | 10,313 | $483K |
| Curi Capital, LLC | 0.01% | Add +17.9% | 10,201 | $478K |
| Second Line Capital, LLC | 0.10% | Reduce -1.1% | 10,196 | $478K |
| PCA Investment Advisory Services Inc. | 0.17% | Reduce -21.7% | 10,145 | $475K |
| ACT Advisors, LLC. | 0.19% | Reduce -2.2% | 10,096 | $473K |
| Mayport, LLC | 0.09% | No change | 10,000 | $469K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.36% | — | 9,927 | $465K |
| Journey Retirement Planning & Investment Management LLC | 0.10% | — | 9,916 | $465K |
| Claro Advisors Inc. | 0.06% | Add +0.4% | 9,846 | $461K |
| Vawter Financial, Ltd. | 0.19% | Add +0.0% | 9,803 | $459K |
| Mystic Asset Management, Inc. | 0.10% | Reduce -0.8% | 9,795 | $459K |
| Symphony Financial, Ltd. Co. | 0.06% | Reduce -17.7% | 9,552 | $451K |
| Anchor Investment Management, LLC | 0.04% | Reduce -2.8% | 9,587 | $449K |
| Legacy Advisors, LLC | 0.05% | No change | 9,475 | $444K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 9,379 | $440K |
| Astoria Portfolio Advisors LLC. | 0.10% | Add +26.1% | 8,727 | $439K |
| Grove Bank & Trust | 0.05% | Reduce -16.4% | 9,192 | $431K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -15.9% | 9,187 | $431K |
| Hilltop Holdings Inc. | 0.03% | Reduce -21.3% | 9,164 | $429K |
| Prospera Financial Services Inc | 0.01% | Add +31.6% | 9,158 | $429K |
| Capital Financial Group Inc\co\ | 0.24% | — | 9,160 | $429K |
| Security Financial Services, INC. | 0.07% | Reduce -15.5% | 9,054 | $424K |
| Parcion Private Wealth LLC | 0.03% | No change | 8,980 | $421K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.22% | — | 8,872 | $416K |
| Caldwell Trust Co | 0.04% | Reduce -2.0% | 8,862 | $415K |
| Wescott Financial Advisory Group, LLC | 0.04% | New | 8,859 | $415K |
| Range Advisory, LLC | 0.11% | — | 8,849 | $415K |
| Ameritas Advisory Services, LLC | 0.02% | Add +54.7% | 8,833 | $414K |
| Narus Financial Partners, LLC | 0.11% | Reduce -0.9% | 8,768 | $411K |
| Independent Wealth Network Inc. | 0.12% | Add +1.1% | 8,699 | $408K |
| Sunpointe, LLC | 0.13% | Reduce -3.8% | 8,631 | $404K |
| GM Advisory Group, LLC | 0.02% | Add +16.9% | 8,606 | $403K |
| WealthPLAN Partners, LLC | 0.06% | Add +0.5% | 8,533 | $400K |
| Keudell/Morrison Wealth Management | 0.08% | — | 8,532 | $400K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -1.4% | 8,527 | $400K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -0.6% | 8,483 | $398K |
| Tyche Wealth Partners LLC | 0.06% | Reduce -9.5% | 8,482 | $397K |
| Transcend Capital Advisors, LLC | 0.03% | Add +0.5% | 8,466 | $397K |
| Laraway Financial Advisors Inc | 0.26% | Add +10.1% | 8,445 | $396K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -0.9% | 8,109 | $394K |
| Howard Financial Services, LTD. | 0.05% | Add +84.8% | 8,306 | $389K |
| October Effect Ltd | 0.43% | Add +22.7% | 8,293 | $389K |
| Curry Webb Wealth Management LLC | 0.19% | — | 8,251 | $387K |
| Precedent Wealth Partners, LLC | 0.08% | Reduce -16.4% | 8,190 | $384K |
| Retirement Planning Group, LLC | 0.01% | Reduce -2.5% | 8,116 | $380K |
| Colonial Trust Co / SC | 0.05% | No change | 8,000 | $375K |
| Sankala Group LLC | 0.30% | — | 7,411 | $375K |
| Keel Point, LLC | 0.02% | Add +0.3% | 7,983 | $374K |
| Sterling Wealth Management, Inc. | 0.11% | No change | 7,975 | $374K |
| Sandy Cove Advisors, LLC | 0.11% | Reduce -6.7% | 7,942 | $372K |
| E6 Portfolios, LLC | 0.43% | — | 7,938 | $372K |
| Harmony Asset Management LLC | 0.12% | Reduce -2.6% | 7,920 | $371K |
| Oakwell Private Wealth Management, LLC | 0.07% | No change | 7,911 | $371K |
| Kavar Capital Partners Group, LLC | 0.05% | No change | 7,896 | $370K |
| Absolute Capital Management, LLC | 0.13% | Reduce -13.6% | 7,895 | $370K |
| Oath Planning, LLC | 0.36% | — | 7,885 | $369K |
| Vertex Planning Partners, LLC | 0.09% | Reduce -13.7% | 7,880 | $369K |
| Richard W. Paul & Associates, LLC | 0.12% | Reduce -18.3% | 7,836 | $367K |
| Spectrum Planning & Advisory Services Inc. | 0.19% | Reduce -4.1% | 7,735 | $362K |
| Plan A Wealth LLC | 0.18% | Reduce -30.7% | 7,707 | $361K |
| Mma Asset Management LLC | 0.13% | Reduce -41.5% | 7,695 | $361K |
| Wallace Advisory Group, LLC | 0.38% | Add +0.9% | 7,658 | $359K |
| BLB&B Advisors, LLC | 0.01% | No change | 7,601 | $356K |
| Waterloo Capital, L.P. | 0.03% | New | 7,592 | $356K |
| Fusion Family Wealth, LLC | 0.03% | Reduce -3.9% | 7,571 | $355K |
| Integrity Financial Corp | 0.18% | Reduce -23.7% | 7,559 | $354K |
| Baker Tilly Wealth Management, LLC | 0.09% | Add +9.9% | 7,526 | $353K |
| Coordinated Financial Services, Inc. | 0.21% | Add +0.4% | 7,514 | $352K |
| Venture Visionary Partners LLC | 0.01% | New | 7,453 | $349K |
| Center For Asset Management LLC | 0.18% | Reduce -6.0% | 7,433 | $348K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -2.8% | 7,321 | $347K |
| Compound Planning, Inc. | 0.01% | Reduce -10.3% | 7,349 | $344K |
| PAX Financial Group, LLC | 0.06% | Reduce -16.6% | 7,314 | $343K |
| Van Den Berg Management I, Inc. | 0.08% | Add +2.4% | 7,292 | $342K |
| Welch & Forbes LLC | 0.00% | No change | 7,263 | $340K |
| William Mack & Associates, Inc. | 0.16% | No change | 7,260 | $340K |
| Moneywise, Inc. | 0.14% | Reduce -9.7% | 7,259 | $340K |
| Hopwood Financial Services, Inc. | 0.24% | Add +0.1% | 7,214 | $338K |
| US Bancorp \de | 0.00% | Add +10.9% | 7,138 | $334K |
| First Trust Advisors LP | 0.00% | Add +2.5% | 7,073 | $331K |
| Carr Financial Group Corp | 0.09% | Reduce -7.1% | 7,052 | $330K |
| Triumph Capital Management | 0.07% | Reduce -9.9% | 7,025 | $329K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -13.3% | 7,025 | $329K |
| Vestia Personal Wealth Advisors | 0.17% | Add +1.0% | 6,491 | $329K |
| Ketron Financial | 0.11% | — | 7,003 | $328K |
| Intrepid Financial Planning Group LLC | 0.12% | Add +0.1% | 6,986 | $327K |
| Piscataqua Savings Bank | 0.23% | New | 6,980 | $327K |
| Retirement Financial Solutions, LLC | 0.10% | Add +0.5% | 6,937 | $325K |
| Optima Capital LLC | 0.14% | Add +0.5% | 6,927 | $325K |
| N.E.W. Advisory Services LLC | 0.02% | Add +112.0% | 6,866 | $322K |
| Factor Wealth Management LTD | 0.07% | Add +1.1% | 6,826 | $320K |
| Avantax Planning Partners, Inc. | 0.01% | Add +1.8% | 6,822 | $320K |
| Integrity Alliance, Llc. | 0.01% | New | 6,741 | $316K |
| Founders Financial Alliance, LLC | 0.06% | Reduce -73.4% | 6,711 | $314K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 6,669 | $313K |
| Salem Investment Counselors Inc. | 0.01% | No change | 6,668 | $312K |
| High Probability Advisors, LLC | 0.04% | Add +11.5% | 6,664 | $312K |
| Brookstone Capital Management | 0.00% | Reduce -28.0% | 6,638 | $311K |
| USAdvisors Wealth Management, LLC | 0.10% | Add +1.1% | 6,648 | $311K |
| Tilia Fiduciary Partners, Inc. | 0.17% | New | 6,629 | $311K |
| EJMK Ventures LLC | 0.19% | — | 6,586 | $309K |
| Bridgelight Financial Advisors, Inc. | 0.26% | — | 6,563 | $308K |
| JDM Financial Group LLC | 0.12% | Reduce -1.9% | 6,536 | $306K |
| Fidelity D & D Bancorp Inc. | 0.13% | No change | 6,518 | $305K |
| Duncan Williams Asset Management, LLC | 0.08% | Reduce -5.7% | 6,060 | $305K |
| Woodmont Investment Counsel LLC | 0.02% | Reduce -15.0% | 6,515 | $305K |
| Empowered Funds, LLC | 0.01% | New | 6,506 | $305K |
| MBE Wealth Management, LLC | 0.13% | Reduce -0.4% | 6,488 | $304K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +24.3% | 6,433 | $301K |
| Sherman Wealth Management LLC | 0.26% | — | 6,352 | $298K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -9.8% | 6,346 | $297K |
| Councilor Wealth, LLC | 0.14% | Add +0.3% | 6,306 | $296K |
| Sovran Advisors, LLC | 0.02% | Reduce -20.3% | 5,835 | $293K |
| Acropolis Investment Management, LLC | 0.01% | No change | 6,258 | $293K |
| PCG Wealth Advisors, LLC | 0.08% | New | 6,230 | $292K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -20.2% | 6,206 | $291K |
| Diversified Enterprises, LLC | 0.02% | No change | 6,191 | $290K |
| Keebeck Wealth Management | 0.03% | No change | 6,168 | $289K |
| Argent Trust Co | 0.01% | Add +4.6% | 6,168 | $289K |
| PKS Advisory Services, LLC | 0.07% | New | 6,159 | $289K |
| Adams Wealth Management | 0.06% | Reduce -5.8% | 6,132 | $287K |
| CacheTech Inc. | 0.05% | Reduce -5.8% | 6,132 | $287K |
| Tiaa Trust, National Association | 0.00% | Reduce -10.4% | 6,113 | $286K |
| Apeiron RIA LLC | 0.06% | Add +8.9% | 5,711 | $286K |
| Noesis Capital Mangement Corp. | 0.04% | No change | 6,000 | $281K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -4.8% | 5,996 | $281K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -2.1% | 5,986 | $281K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +0.5% | 5,977 | $280K |
| Sapient Capital LLC | 0.00% | No change | 5,828 | $276K |
| United Advisor Group, LLC | 0.04% | Reduce -5.4% | 5,891 | $276K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -26.3% | 5,670 | $275K |
| Quest 10 Wealth Builders, Inc. | 0.24% | Add +2.7% | 5,819 | $273K |
| Milestone Asset Management Group, LLC | 0.15% | Add +0.2% | 5,776 | $271K |
| American Financial & Tax Strategies Inc. | 0.13% | Reduce -4.0% | 5,743 | $269K |
| Mascagni Wealth Management, Inc. | 0.20% | Add +2.8% | 5,733 | $269K |
| Strategic Financial Concepts, LLC | 0.24% | Reduce -99.0% | 5,711 | $268K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -24.4% | 5,705 | $267K |
| Rehmann Capital Advisory Group | 0.01% | No change | 5,686 | $266K |
| Stirlingshire Investments, Inc. | 0.24% | — | 5,680 | $266K |
| Ironwood Financial, llc | 0.05% | Add +0.0% | 5,400 | $266K |
| Acorn Wealth Advisors, LLC | 0.08% | Add +3.4% | 5,677 | $266K |
| Brio Consultants, LLC | 0.03% | Reduce -15.1% | 5,661 | $265K |
| Continuum Advisory, LLC | 0.03% | Reduce -3.5% | 5,635 | $264K |
| Red Mountain Financial, LLC | 0.26% | Add +8.6% | 5,583 | $262K |
| Roman Butler Fullerton & Co. | 0.07% | Reduce -3.4% | 5,141 | $261K |
| Optimist Retirement Group LLC | 0.12% | Add +0.1% | 5,556 | $260K |
| National Wealth Management Group, LLC | 0.09% | Add +0.4% | 5,529 | $259K |
| PSI Advisors, LLC | 0.06% | Add +0.2% | 5,515 | $258K |
| MidAtlantic Capital Management, Inc. | 0.17% | No change | 5,512 | $258K |
| Aspen Wealth Management LLC | 0.05% | Add +0.4% | 5,489 | $257K |
| Wealthspire Advisors, LLC | 0.00% | Add +3.2% | 5,466 | $256K |
| Tsfg, LLC | 0.04% | Reduce -4.8% | 5,442 | $255K |
| Keating Financial Advisory Services, Inc. | 0.03% | — | 5,402 | $253K |
| Stegent Equity Advisors, Inc. | 0.20% | No change | 5,371 | $252K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 5,336 | $250K |
| Cranbrook Wealth Management, LLC | 0.05% | Reduce -4.3% | 5,321 | $249K |
| Aegis Wealth Management, Inc. | 0.20% | — | 5,320 | $249K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -1.7% | 5,297 | $248K |
| Townsend Asset Management Corp. /NC/ | 0.09% | Add +0.0% | 5,295 | $248K |
| AIFG Consultants Ltd. | 0.43% | Reduce -15.2% | 5,288 | $248K |
| Main Street Financial Solutions, LLC | 0.02% | New | 5,287 | $248K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 5,255 | $246K |
| True Vision MN LLC | 0.12% | Reduce -8.9% | 5,242 | $246K |
| PCB Capital LLC | 0.39% | — | 5,228 | $245K |
| Bernard Wealth Management Corp. | 0.10% | No change | 5,202 | $244K |
| Trinity Wealth Management, LLC | 0.09% | Add +10.1% | 5,198 | $244K |
| Cypress Financial Planning LLC | 0.07% | Reduce -2.4% | 5,119 | $243K |
| Whitegate Investment Counselors, Inc. | 0.08% | No change | 5,155 | $242K |
| Precision Wealth Strategies, LLC | 0.08% | Reduce -49.0% | 5,071 | $238K |
| Verus Capital Partners, LLC | 0.02% | Add +0.5% | 5,044 | $236K |
| Rock Point Advisors, LLC | 0.06% | Add +0.4% | 5,019 | $235K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,016 | $235K |
| Main Line Retirement Advisors, LLC | 0.12% | Add +0.5% | 4,985 | $234K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 4,981 | $233K |
| Davies Financial Advisors, Inc. | 0.43% | Reduce -68.9% | 4,977 | $233K |
| NewEdge Wealth, LLC | 0.00% | New | 4,974 | $233K |
| Kelman-Lazarov, Inc. | 0.03% | Reduce -0.4% | 4,968 | $233K |
| Wealthquest Corp | 0.02% | New | 4,953 | $232K |
| YHB Investment Advisors, Inc. | 0.02% | New | 4,939 | $231K |
| Lavaca Capital LLC | 0.04% | Add +245.6% | 4,907 | $230K |
| Sigma Planning Corp | 0.01% | Reduce -16.1% | 4,904 | $230K |
| Arthur M. Cohen & Associates, LLC | 0.04% | Add +0.5% | 4,904 | $230K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 4,884 | $229K |
| Smith & Howard Wealth Management, LLC | 0.05% | New | 4,878 | $229K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -24.3% | 4,865 | $228K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -20.4% | 4,807 | $225K |
| High Falls Advisors, Inc | 0.05% | No change | 4,779 | $224K |
| Pettinga Financial Advisors LLC | 0.04% | New | 4,778 | $224K |
| Eclectic Associates Inc. | 0.03% | New | 4,757 | $223K |
| Arlington Trust Co LLC | 0.02% | No change | 4,736 | $222K |
| Marion Wealth Management | 0.05% | Reduce -1.3% | 4,434 | $221K |
| Hamilton Wealth, LLC | 0.04% | New | 4,721 | $221K |
| Matauro, LLC | 0.03% | Add +0.5% | 4,698 | $220K |
| Stanich Group LLC | 0.17% | Reduce -0.2% | 4,680 | $219K |
| Richard Bernstein Advisors LLC | 0.01% | Reduce -15.9% | 4,611 | $216K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +2.8% | 4,582 | $215K |
| Kelly Financial Services LLC | 0.05% | Reduce -27.7% | 4,559 | $214K |
| Burling Wealth Partners, LLC | 0.03% | Reduce -4.6% | 4,544 | $213K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -4.8% | 4,520 | $212K |
| Professional Financial Advisors, LLC | 0.04% | Reduce -0.7% | 4,513 | $211K |
| Glenview Trust Co | 0.00% | No change | 4,500 | $211K |
| Counterweight Ventures, LLC | 0.12% | No change | 4,489 | $210K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Reduce -2.3% | 4,489 | $210K |
| Alpha Cubed Investments, LLC | 0.01% | New | 4,489 | $210K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +0.3% | 4,485 | $210K |
| Guardian Wealth Advisors, LLC | 0.12% | Reduce -4.0% | 4,477 | $210K |
| CCG Wealth Management, LLC | 0.09% | New | 4,460 | $209K |
| GSG Advisors LLC | 0.05% | No change | 4,448 | $208K |
| Power Wealth Management LLC | 0.07% | No change | 4,438 | $208K |
| Horizon Investments, LLC | 0.00% | Add +89.0% | 4,381 | $205K |
| FSA Advisors, Inc. | 0.14% | New | 4,334 | $203K |
| One Wealth Capital Management, LLC | 0.09% | New | 4,333 | $203K |
| Fox Financial, Inc | 0.16% | Reduce -12.5% | 4,323 | $203K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +200.5% | 4,426 | $202K |
| Wilson & Boucher Capital Management, LLC | 0.13% | New | 4,300 | $201K |
| Elevation Wealth Management LLC | 0.19% | — | 4,282 | $201K |
| Independence Bank of Kentucky | 0.02% | No change | 4,233 | $198K |
| TD Private Client Wealth LLC | 0.00% | Reduce -1.6% | 3,913 | $183K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +61.4% | 3,851 | $182K |
| Evolution Wealth Management Inc. | 0.15% | Add +176.9% | 3,863 | $181K |
| Sachetta, LLC | 0.09% | No change | 3,619 | $170K |
| TCTC Holdings, LLC | 0.00% | No change | 3,514 | $165K |
| S.A. Mason LLC | 0.06% | Add +21.3% | 3,499 | $164K |
| GGM Financial LLC | 0.08% | Reduce -0.9% | 3,369 | $158K |
| Park Place Capital Corp | 0.03% | Add +0.5% | 3,365 | $158K |
| NFSG Corp | 0.02% | No change | 3,111 | $146K |
| Global Trust Asset Management, LLC | 0.06% | New | 2,998 | $140K |
| Sound Income Strategies, LLC | 0.01% | Add +62.2% | 2,795 | $140K |
| Cape Investment Advisory, Inc. | 0.04% | Add +28.6% | 2,964 | $139K |
| MJT & Associates Financial Advisory Group, Inc. | 0.10% | No change | 2,938 | $138K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,890 | $135K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 2,720 | $127K |
| Joseph Group Capital Management | 0.03% | Add +0.7% | 2,717 | $127K |
| IFC & Insurance Marketing, Inc. | 0.12% | — | 2,668 | $125K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -32.4% | 2,617 | $123K |
| Paladin Advisory Group, LLC | 0.09% | Reduce -12.4% | 2,535 | $119K |
| Dogwood Wealth Management LLC | 0.05% | Reduce -3.5% | 2,526 | $118K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,480 | $116K |
| SIMA Wealth Partners, LLC | 0.09% | No change | 2,444 | $115K |
| Whittier Trust Co. | 0.00% | No change | 2,324 | $113K |
| SageView Advisory Group, LLC | 0.00% | New | 2,392 | $112K |
| GPS Wealth Strategies Group, LLC | 0.09% | Reduce -94.2% | 2,206 | $103K |
| Topsail Wealth Management, LLC | 0.01% | Add +85.5% | 2,170 | $102K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -2.0% | 2,159 | $101K |
| Abound Wealth Management | 0.02% | No change | 2,105 | $99K |
| Smithfield Trust Co | 0.00% | Add +13.7% | 2,081 | $93K |
| Rossmore Private Capital | 0.01% | Add +18.0% | 1,969 | $92K |
| MidFirst Bank | 0.01% | — | 1,960 | $92K |
| Ballast Advisors LLC | 0.03% | Reduce -17.5% | 1,938 | $91K |
| Sage Mountain Advisors LLC | 0.00% | No change | 1,822 | $85K |
| Spire Wealth Management | 0.00% | No change | 1,814 | $85K |
| Ancora Advisors LLC | 0.00% | No change | 1,812 | $85K |
| Navalign, LLC | 0.02% | New | 1,618 | $76K |
| JFS Wealth Advisors, LLC | 0.00% | Add +8.9% | 1,559 | $73K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,542 | $72K |
| HHM Wealth Advisors, LLC | 0.01% | Add +0.7% | 1,536 | $72K |
| GAMMA Investing LLC | 0.00% | No change | 1,498 | $70K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,467 | $69K |
| IMA Advisory Services, Inc. | 0.01% | No change | 1,445 | $68K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,385 | $65K |
| Realta Investment Advisors | 0.02% | Add +38.0% | 1,380 | $65K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,346 | $63K |
| Atomic Invest LLC | 0.04% | — | 1,324 | $63K |
| American National Bank & Trust | 0.01% | Reduce -1.4% | 1,340 | $63K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,315 | $62K |
| Alexis Investment Partners, LLC | 0.02% | No change | 1,280 | $60K |
| Clearstead Trust, LLC | 0.01% | Add +50.3% | 1,192 | $56K |
| Parallel Advisors, LLC | 0.00% | Add +9.6% | 1,179 | $55K |
| Root Financial Partners, LLC | 0.00% | Reduce -13.4% | 1,174 | $55K |
| MeadowBrook Investment Advisors LLC | 0.05% | No change | 1,150 | $54K |
| Orion Capital Management LLC | 0.02% | Reduce -21.8% | 1,150 | $54K |
| CENTRAL TRUST Co | 0.00% | No change | 1,075 | $50K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.5% | 1,056 | $49K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.3% | 1,044 | $49K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Add +2941.2% | 1,034 | $48K |
| Bessemer Group Inc. | 0.00% | No change | 1,030 | $48K |
| Barnes Dennig Private Wealth Management LLC | 0.05% | Add +124.9% | 1,021 | $48K |
| Red Tortoise LLC | 0.02% | Add +0.5% | 985 | $46K |
| Centennial Bank | 0.02% | No change | 973 | $46K |
| Ameriflex Group, Inc. | 0.02% | Add +8.8% | 938 | $44K |
| International Assets Investment Management, LLC | 0.00% | New | 925 | $43K |
| Chapman Financial Group, LLC | 0.03% | No change | 900 | $42K |
| IMG Wealth Management, Inc. | 0.03% | No change | 869 | $41K |
| MGB Wealth Management, LLC | 0.01% | Add +68.0% | 840 | $40K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 833 | $39K |
| Retirement Wealth Solutions LLC | 0.02% | No change | 813 | $38K |
| Teachers Retirement System of the State of Kentucky | 0.00% | New | 804 | $38K |
| MCF Advisors LLC | 0.00% | New | 800 | $37K |
| Manchester Capital Management LLC | 0.01% | Reduce -11.2% | 787 | $37K |
| WealthShield Partners, LLC | 0.00% | Reduce -15.9% | 779 | $37K |
| Align Financial, LLC | 0.02% | — | 36,410 | $36K |
| Montag A & Associates Inc. | 0.00% | No change | 755 | $35K |
| Arax Advisory Partners | 0.00% | New | 753 | $35K |
| Walsh & Associates, LLC | 0.03% | — | 738 | $35K |
| Kingdom Financial Group LLC. | 0.01% | New | 731 | $34K |
| Financial Consulate, Inc. | 0.00% | Add +8.8% | 716 | $34K |
| Lodestone Wealth Management LLC | 0.01% | New | 713 | $33K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 687 | $32K |
| Community Bank, N.A. | 0.00% | No change | 677 | $32K |
| Rothschild Investment LLC | 0.00% | No change | 673 | $32K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 670 | $31K |
| Qube Research & Technologies Ltd | 0.00% | New | 662 | $31K |
| Scarborough Advisors, LLC | 0.01% | Reduce -8.8% | 659 | $31K |
| Northwest Capital Management Inc | 0.12% | Reduce -25.3% | 607 | $28K |
| Copia Wealth Management | 0.02% | No change | 605 | $28K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.5% | 602 | $28K |
| Strive Financial Group ,LLC | 0.01% | — | 600 | $28K |
| Compass Financial Services Inc | 0.01% | Add +0.5% | 594 | $28K |
| North Star Investment Management Corp. | 0.00% | Add +0.5% | 567 | $27K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 566 | $27K |
| 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 |
| Center for Financial Planning, Inc. | 0.00% | Add +6.0% | 530 | $25K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 513 | $24K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +3.9% | 512 | $24K |
| Crewe Advisors LLC | 0.00% | New | 500 | $23K |
| UMB Bank, n.a. | 0.00% | New | 495 | $23K |
| REAP Financial Group, LLC | 0.00% | Add +44.6% | 483 | $23K |
| Stone House Investment Management, LLC | 0.00% | Reduce -8.8% | 479 | $22K |
| 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 |
| Russell Investments Group, Ltd. | 0.00% | Add +3.0% | 406 | $19K |
| Webster Bank, N. A. | 0.00% | No change | 400 | $19K |
| Blueline Advisors LLC | 0.02% | — | 399 | $19K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -59.9% | 369 | $17K |
| Westside Investment Management, Inc. | 0.00% | No change | 346 | $16K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +153.8% | 330 | $15K |
| EPG Wealth Management LLC | 0.00% | Add +0.3% | 322 | $15K |
| Cornerstone Financial Management LLC | 0.01% | — | 311 | $15K |
| Financial Perspectives, Inc | 0.00% | New | 310 | $15K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.7% | 299 | $14K |
| FWL Investment Management, LLC | 0.00% | New | 295 | $14K |
| Safe Harbor Fiduciary, LLC | 0.01% | — | 285 | $13K |
| Deane Retirement Strategies, Inc. | 0.01% | New | 279 | $13K |
| Covestor Ltd | 0.01% | Reduce -4.7% | 285 | $13K |
| Albion Financial Group | 0.00% | New | 272 | $13K |
| Pittenger & Anderson Inc. | 0.00% | New | 264 | $12K |
| North Ridge Wealth Advisors, Inc. | 0.01% | Add +4.8% | 260 | $12K |
| Signaturefd, LLC | 0.00% | Add +8.4% | 258 | $12K |
| Johnson Financial Group, Inc. | 0.00% | No change | 257 | $12K |
| Rossby Financial, LCC | 0.00% | Reduce -31.7% | 252 | $12K |
| United Financial Planning Group LLC | 0.01% | New | 245 | $11K |
| New Millennium Group LLC | 0.00% | Add +513.2% | 233 | $11K |
| Financial Freedom, LLC | 0.01% | No change | 231 | $11K |
| Citigroup Inc. | 0.00% | Reduce -95.4% | 218 | $10K |
| Centerpoint Advisors, LLC | 0.00% | No change | 214 | $10K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 201 | $9K |
| Costello Asset Management, INC | 0.00% | No change | 200 | $9K |
| SHP Wealth Management | 0.00% | — | 194 | $9K |
| Redwood Park Advisors LLC | 0.01% | No change | 188 | $9K |
| 2UniFi Bank | 0.00% | No change | 187 | $9K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 185 | $9K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -38.1% | 185 | $9K |
| Wealth Watch Advisors, INC | 0.00% | Add +2442.9% | 178 | $8K |
| Horizons Wealth Management | 0.01% | No change | 164 | $8K |
| HFM Investment Advisors, LLC | 0.00% | Add +13.1% | 164 | $8K |
| Woodside Wealth Management LLC | 0.01% | Add +2.0% | 156 | $7K |
| First Community Trust NA | 0.01% | New | 151 | $7K |
| First Pacific Financial | 0.00% | New | 146 | $7K |
| Asset Dedication, LLC | 0.00% | Reduce -85.6% | 142 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 138 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Add +0.7% | 137 | $6K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 132 | $6K |
| Atlantic Private Wealth, LLC | 0.00% | Add +0.8% | 131 | $6K |
| Bullock Wealth Management Group | 0.00% | — | 128 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 126 | $6K |
| Arcadia Investment Management Corp. | 0.00% | Reduce -96.1% | 123 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 113 | $5K |
| Hoey Investments, Inc. | 0.00% | New | 112 | $5K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 105 | $5K |
| Ransom Advisory, Ltd | 0.00% | New | 111 | $5K |
| SouthState Bank Corp | 0.00% | New | 94 | $4K |
| Investors Research Corp | 0.00% | No change | 87 | $4K |
| Breakwater Investment Management | 0.00% | No change | 85 | $4K |
| Blue Trust, Inc. | 0.00% | Reduce -75.0% | 82 | $4K |
| WPG Advisers, LLC | 0.00% | No change | 80 | $4K |
| Anfield Capital Management, LLC | 0.00% | No change | 72 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -33.3% | 68 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 59 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -16.7% | 50 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 50 | $2K |
| Islay Capital Management, LLC | 0.00% | No change | 47 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | New | 40 | $2K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 38 | $2K |
| Quent Capital, LLC | 0.00% | No change | 38 | $2K |
| 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 |
| Hantz Financial Services, Inc. | 0.00% | Reduce -60.0% | 22 | $1K |
| Fortis Group Advisors, LLC | 0.00% | No change | 19 | $890 |
| Affinity Wealth LLC | 0.00% | New | 18 | $843 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 16 | $750 |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -64.3% | 15 | $703 |
| Tucker Asset Management LLC | 0.00% | No change | 12 | $562 |
| Camelot Portfolios, LLC | 0.00% | New | 11 | $515 |
| Truvestments Capital LLC | 0.00% | Reduce -96.0% | 11 | $515 |
| Advocate Investing Services LLC | 0.00% | — | 9 | $422 |
| Spirit of America Management Corp. | 0.00% | No change | 4 | $210 |
| Bfsg, LLC | 0.00% | Reduce -63.6% | 4 | $188 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $47 |
| Maseco LLP | 0.00% | No change | 1 | $47 |
| Key Capital Management, INC | 0.00% | — | 1 | $47 |
| Avion Wealth | 0.00% | No change | 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.