SS SPDR P S&P 1500 Comp ETFSPTMETF
13F holders, Q1 2024 (March 31)564holders
2famous investors
$64.09avg. 13F price*
At the end of Q1 2024, 564 institutions reported holding SS SPDR P S&P 1500 Comp ETF (SPTM) in their 13F filings. The largest holders were LPL Financial LLC ($540.8M), Cwm, LLC ($210.4M) and Private Advisor Group, LLC ($192.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P S&P 1500 Comp ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $55.4M |
| Exits | 32 | $19.0M |
Ownership 564 holders
| LPL Financial LLC | 0.29% | Reduce -3.9% | 8,429,880 | $540.8M |
| Cwm, LLC | 1.02% | Add +11.7% | 3,279,224 | $210.4M |
| Private Advisor Group, LLC | 1.38% | Add +0.1% | 3,003,316 | $192.7M |
| Envestnet Asset Management Inc. | 0.07% | Add +174.8% | 2,791,415 | $179.1M |
| Valmark Advisers, Inc. | 2.64% | Add +3.1% | 2,359,687 | $151.4M |
| Wealthcare Advisory Partners LLC | 4.44% | Add +1.4% | 2,113,076 | $135.6M |
| Wealth Enhancement Advisory Services, LLC | 0.32% | Reduce -56.8% | 1,946,291 | $124.9M |
| Ameriprise Financial Inc. | 0.03% | Add +136.9% | 1,579,566 | $101.4M |
| Rockbridge Investment Management, LCC | 14.26% | Add +3.5% | 1,516,850 | $97.3M |
| Professional Financial Advisors, LLC | 27.03% | Add +16.0% | 1,472,501 | $94.5M |
| Shepherd Financial Partners LLC | 12.29% | Add +0.7% | 1,463,619 | $93.9M |
| Syntegra Private Wealth Group, LLC | 11.09% | Add +2.7% | 1,339,060 | $85.9M |
| Osaic Holdings, Inc. | 0.18% | Reduce -3.7% | 1,276,257 | $81.9M |
| RFG Advisory, LLC | 2.73% | Add +2.7% | 1,250,690 | $80.2M |
| Morgan Stanley | 0.01% | Add +1.1% | 1,185,788 | $76.1M |
| ARS Wealth Advisors Group, LLC | 8.60% | Add +12.4% | 993,069 | $63.7M |
| Wealthquest Corp | 6.75% | Add +4.5% | 981,855 | $63.0M |
| Allworth Financial LP | 0.40% | Add +2.6% | 884,590 | $56.7M |
| Keener Financial Planning LLC | 34.70% | Add +4.6% | 786,504 | $50.5M |
| Bank of America Corp. | 0.00% | Add +23.0% | 782,181 | $50.2M |
| Financial Strategies Group, Inc. | 13.33% | Reduce -12.2% | 779,256 | $49.6M |
| Blueprint Investment Partners LLC | 9.73% | Reduce -12.2% | 767,440 | $49.2M |
| Wells Fargo & Company | 0.01% | Reduce -32.8% | 723,424 | $46.4M |
| Woodard & Co. Asset Management Group Inc. | 12.07% | Reduce -2.0% | 704,824 | $45.2M |
| Stratos Wealth Partners, LTD. | 0.75% | Reduce -33.1% | 693,766 | $44.5M |
| Weitzel Financial Services, Inc. | 22.10% | Reduce -0.1% | 684,366 | $43.8M |
| Rinkey Investments | 14.68% | Reduce -0.8% | 627,955 | $40.3M |
| Cerity Partners LLC | 0.10% | Reduce -0.3% | 597,829 | $38.4M |
| Rosenberg Matthew Hamilton | 10.59% | Add +0.9% | 572,596 | $36.7M |
| Royal Harbor Partners, LLC | 15.74% | Reduce -18.2% | 563,074 | $36.1M |
| Modern Wealth Management, LLC | 3.33% | Add +5.8% | 559,021 | $35.9M |
| Winch Advisory Services, LLC | 10.78% | Add +4.6% | 550,351 | $35.3M |
| Portfolio Strategies, Inc. | 2.39% | Reduce -0.7% | 547,436 | $35.1M |
| Jaffetilchin Investment Partners, LLC | 2.96% | Add +18.6% | 514,272 | $33.0M |
| Treasure Coast Financial Planning | 21.41% | Reduce -3.4% | 510,481 | $32.7M |
| Baltimore-Washington Financial Advisors, Inc. | 2.06% | Add +31.4% | 506,435 | $32.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -15.0% | 499,858 | $32.1M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -20.2% | 496,576 | $31.9M |
| Park Avenue Securities LLC | 0.41% | Reduce -11.5% | 492,899 | $31.6M |
| Symphony Financial, Ltd. Co. | 7.17% | Add +5.6% | 479,842 | $30.8M |
| GM Advisory Group, LLC | 2.04% | Reduce -0.6% | 452,643 | $29.0M |
| Balefire, LLC | 9.63% | Reduce -16.0% | 416,204 | $26.7M |
| Waverly Advisors, LLC | 0.61% | New | 405,557 | $26.0M |
| SigFig Wealth Management, LLC | 0.95% | Reduce -7.8% | 443,662 | $25.9M |
| N.E.W. Advisory Services LLC | 2.75% | Reduce -4.6% | 386,398 | $24.8M |
| Boston Standard Wealth Management, LLC | 5.25% | Add +5.8% | 361,445 | $23.2M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -31.8% | 353,735 | $22.7M |
| Aquire Wealth Advisors, LLC | 7.63% | Reduce -1.5% | 340,208 | $21.8M |
| RVW Wealth, LLC | 2.19% | Reduce -2.0% | 331,629 | $21.3M |
| Legacy Private Trust Co. | 1.53% | Add +0.3% | 325,724 | $20.9M |
| Fox Financial, Inc | 18.92% | Reduce -1.5% | 325,628 | $20.9M |
| Advisors Capital Management, LLC | 0.38% | Add +25.7% | 319,543 | $20.5M |
| Capasso Planning Partners LLC | 8.31% | Add +4.5% | 312,616 | $20.1M |
| Callan Capital, LLC | 1.71% | Reduce -8.9% | 303,342 | $19.5M |
| Geneos Wealth Management Inc. | 0.89% | Add +4.2% | 301,974 | $19.4M |
| Equitable Holdings, Inc. | 0.22% | Add +7.6% | 300,845 | $19.3M |
| DORVAL Corp | 8.86% | Reduce -0.9% | 307,126 | $19.1M |
| Annex Advisory Services, LLC | 0.67% | Reduce -2.1% | 292,287 | $18.8M |
| Money Concepts Capital Corp. | 1.69% | Reduce -13.6% | 285,577 | $18.3M |
| Compass Financial Group, INC | 4.11% | Reduce -2.5% | 276,260 | $17.7M |
| Parallel Advisors, LLC | 0.47% | Reduce -4.1% | 272,941 | $17.5M |
| Great Lakes Advisors, LLC | 0.15% | Reduce -0.2% | 269,153 | $17.3M |
| Pure Financial Advisors, LLC | 0.51% | Reduce -3.0% | 253,557 | $16.3M |
| Jacobi Capital Management LLC | 1.43% | Reduce -2.2% | 240,971 | $15.5M |
| BIP Wealth, LLC | 1.12% | Reduce -4.2% | 237,945 | $15.3M |
| Mariner, LLC | 0.03% | Add +20.6% | 235,785 | $15.1M |
| AIFG Consultants Ltd. | 9.94% | Add +1.6% | 215,079 | $13.8M |
| Dogwood Wealth Management LLC | 8.47% | Add +2.5% | 195,369 | $12.5M |
| Solano Wealth Management, Inc. | 7.02% | Add +6.8% | 195,081 | $12.5M |
| Truist Financial Corp. | 0.02% | Reduce -1.4% | 194,650 | $12.5M |
| Facet Wealth, Inc. | 0.42% | Add +1.4% | 196,503 | $12.4M |
| IAG Wealth Partners, LLC | 2.60% | Reduce -3.5% | 188,914 | $12.1M |
| Retirement Capital Strategies | 4.93% | Reduce -26.2% | 188,132 | $12.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -68.3% | 187,700 | $12.0M |
| Foundations Investment Advisors, LLC | 0.31% | Add +7.5% | 183,744 | $11.8M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -12.0% | 182,568 | $11.7M |
| Treynor Bancshares, Inc. | 6.77% | Add +0.5% | 181,785 | $11.7M |
| Capital Advisory Group Advisory Services, LLC | 5.41% | Add +0.4% | 177,921 | $11.4M |
| Sentinel Pension Advisors, LLC | 2.44% | Reduce -3.0% | 177,617 | $11.4M |
| MML Investors Services, LLC | 0.05% | Reduce -5.6% | 176,907 | $11.3M |
| Snowden Capital Advisors LLC | 0.34% | Reduce -43.1% | 166,203 | $10.7M |
| Bridgewealth Advisory Group, LLC | 5.22% | Reduce -5.4% | 166,133 | $10.7M |
| Ervin Investment Management, LLC | 7.46% | Add +0.2% | 166,078 | $10.7M |
| Balentine LLC | 0.31% | Reduce -46.1% | 163,664 | $10.5M |
| Astor Investment Management LLC | 4.16% | Reduce -56.4% | 163,235 | $10.5M |
| Evensky & Katz LLC | 0.74% | Reduce -3.5% | 162,476 | $10.4M |
| Beacon Financial Group | 1.18% | Reduce -6.7% | 159,893 | $10.3M |
| Financial Enhancement Group LLC | 1.68% | Add +0.1% | 163,825 | $10.2M |
| Larson Financial Group LLC | 0.77% | Reduce -5.9% | 154,663 | $9.9M |
| Investors Research Corp | 2.31% | Reduce -3.6% | 154,046 | $9.9M |
| G&S Capital LLC | 4.30% | Add +6.6% | 150,388 | $9.6M |
| IRON Financial LLC | 5.26% | Reduce -2.4% | 147,141 | $9.4M |
| Arete Wealth Advisors, LLC | 0.86% | Add +3.2% | 144,985 | $9.3M |
| JPMorgan Chase & Co. | 0.00% | Add +5.1% | 144,829 | $9.3M |
| Creative Planning | 0.01% | Add +0.7% | 144,102 | $9.2M |
| Zhang Financial LLC | 0.64% | Add +98.6% | 135,559 | $8.7M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -26.1% | 132,703 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.5% | 131,805 | $8.5M |
| Freedom Day Solutions, LLC | 2.98% | Reduce -1.4% | 131,002 | $8.4M |
| Summit Investment Advisory Services, LLC | 4.89% | Reduce -1.4% | 128,811 | $8.3M |
| Cannon Financial Strategists, Inc. | 1.62% | Reduce -1.7% | 128,601 | $8.2M |
| Perennial Investment Advisors, LLC | 1.25% | Reduce -6.8% | 128,210 | $8.2M |
| PAX Financial Group, LLC | 1.63% | Reduce -8.1% | 126,564 | $8.1M |
| Cary Street Partners Investment Advisory LLC | 0.33% | Reduce -12.2% | 122,292 | $7.8M |
| Capital Analysts, LLC | 0.35% | Reduce -10.2% | 117,343 | $7.5M |
| Two Sigma Investments, LP | 0.02% | Add +27.0% | 115,700 | $7.4M |
| Sentinel Trust Co. Lba | 0.95% | Reduce -14.7% | 115,187 | $7.4M |
| IHT Wealth Management, LLC | 0.29% | Reduce -5.4% | 112,741 | $7.2M |
| Financial Management Professionals, Inc. | 1.03% | Reduce -0.1% | 108,534 | $7.0M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -12.0% | 107,600 | $6.9M |
| Bensler, LLC | 0.97% | Add +2.3% | 103,987 | $6.7M |
| Independent Financial Group, LLC | 0.31% | Reduce -2.5% | 103,688 | $6.7M |
| SFG Wealth Management, LLC. | 3.93% | Reduce -7.7% | 103,199 | $6.6M |
| Flagship Harbor Advisors, LLC | 0.42% | Add +1.3% | 100,969 | $6.5M |
| Trilogy Capital Inc. | 0.37% | Add +4.3% | 99,761 | $6.4M |
| Western Wealth Management, LLC | 0.50% | Add +4.7% | 99,592 | $6.4M |
| KWB Wealth | 0.85% | Reduce -5.5% | 98,175 | $6.3M |
| UBS Group AG | 0.00% | Reduce -15.3% | 96,541 | $6.2M |
| Tempus Wealth Planning, LLC | 2.67% | Reduce -2.7% | 94,527 | $6.1M |
| Captrust Financial Advisors | 0.02% | Add +6.5% | 93,942 | $6.0M |
| Royal Bank of Canada | 0.00% | Add +127.5% | 93,770 | $6.0M |
| WNY Asset Management, LLC | 0.91% | Reduce -2.6% | 93,319 | $6.0M |
| Redwood Financial Network Corp | 5.16% | Add +20.1% | 92,395 | $5.9M |
| Cascade Investment Group, Inc. | 4.42% | Add +0.8% | 92,099 | $5.9M |
| Harbour Investments, Inc. | 0.21% | Add +40.3% | 91,678 | $5.9M |
| Global Retirement Partners, LLC | 0.22% | Add +6.1% | 91,552 | $5.9M |
| Mutual Advisors, LLC | 0.18% | Reduce -10.4% | 89,572 | $5.7M |
| XML Financial, LLC | 0.59% | Reduce -2.4% | 89,401 | $5.7M |
| Collaborative Wealth Managment Inc. | 2.84% | Add +3.7% | 88,447 | $5.7M |
| Savant Capital, LLC | 0.06% | Reduce -2.5% | 87,457 | $5.6M |
| Raymond James & Associates | 0.00% | Reduce -2.9% | 84,955 | $5.4M |
| Breakwater Investment Management | 2.46% | — | 83,497 | $5.4M |
| Sterneck Capital Management, LLC | 3.17% | Reduce -1.3% | 82,584 | $5.3M |
| Cetera Investment Advisers | 0.01% | Add +270.7% | 80,615 | $5.2M |
| Peterson Wealth Advisors, LLC | 1.08% | Reduce -28.5% | 79,480 | $5.1M |
| HBW Advisory Services LLC | 0.94% | No change | 85,771 | $5.0M |
| Isthmus Partners, LLC | 0.56% | Add +0.4% | 76,816 | $4.9M |
| Integrated Capital Management, Inc. | 4.00% | Reduce -6.0% | 76,235 | $4.9M |
| Values Added Financial LLC | 3.80% | Reduce -4.6% | 75,888 | $4.9M |
| Slagle Financial, LLC | 2.53% | Reduce -52.2% | 72,605 | $4.7M |
| Roundview Capital LLC | 0.38% | Add +7.4% | 72,001 | $4.6M |
| Exchange Capital Management, Inc. | 0.72% | Add +8.7% | 69,422 | $4.5M |
| Austin Wealth Management, LLC | 1.07% | Reduce -3.0% | 66,470 | $4.3M |
| Corient Private Wealth LP | 0.01% | Reduce -6.3% | 66,880 | $4.3M |
| Cabot Wealth Management Inc. | 0.56% | Add +6.1% | 66,694 | $4.3M |
| Journey Advisory Group, LLC | 0.53% | Reduce -1.3% | 66,429 | $4.3M |
| TKG Advisors, LLC | 2.37% | Add +17.5% | 66,159 | $4.2M |
| Orca Investment Management, LLC | 3.96% | Add +0.4% | 65,915 | $4.2M |
| Benedetti & Gucer, Inc. | 2.09% | Reduce -0.4% | 65,457 | $4.2M |
| HighTower Advisors, LLC | 0.01% | Add +17.8% | 64,413 | $4.1M |
| LVM Capital Management Ltd. | 0.49% | No change | 64,194 | $4.1M |
| Praetorian Wealth Management, Inc. | 1.09% | Reduce -8.5% | 63,790 | $4.1M |
| Greenleaf Trust | 0.04% | No change | 60,504 | $3.9M |
| Advocacy Wealth Management, LLC | 0.33% | Add +9.3% | 59,174 | $3.8M |
| Trinity Wealth Management, LLC | 1.95% | Add +1.4% | 58,856 | $3.8M |
| Aldebaran Financial Inc. | 5.24% | Add +15.8% | 57,747 | $3.7M |
| Good Life Advisors, LLC | 0.33% | Add +6.3% | 57,352 | $3.7M |
| Advisory Services Network, LLC | 0.08% | Add +3.6% | 56,060 | $3.6M |
| CGN Advisors LLC | 0.44% | Reduce -1.4% | 53,945 | $3.5M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +94.6% | 53,542 | $3.4M |
| Two Sigma Advisers, LP | 0.01% | Add +39.6% | 52,500 | $3.4M |
| Apeiron RIA LLC | 0.97% | Add +0.7% | 52,269 | $3.4M |
| Dagco, Inc. | 1.51% | New | 51,779 | $3.3M |
| JT Stratford LLC | 0.66% | Reduce -5.5% | 51,570 | $3.3M |
| Compass Financial Group, Inc. | 1.68% | Reduce -0.4% | 49,169 | $3.2M |
| TD Capital Management LLC | 0.34% | Add +136.0% | 49,149 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -1.6% | 47,921 | $3.1M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -1.6% | 47,921 | $3.1M |
| Win Advisors, Inc. | 1.33% | New | 47,165 | $3.0M |
| Graypoint LLC | 0.22% | Add +18.9% | 46,862 | $3.0M |
| Equita Financial Network, Inc. | 1.33% | Reduce -70.3% | 46,130 | $3.0M |
| Simplicity Wealth,LLC | 0.07% | Add +787.2% | 46,080 | $3.0M |
| Citadel Advisors | 0.00% | New | 45,249 | $2.9M |
| Avior Wealth Management, LLC | 0.13% | Add +20.4% | 45,001 | $2.9M |
| Advisor OS, LLC | 0.33% | Add +0.4% | 44,853 | $2.9M |
| MJP Associates Inc. | 0.62% | Add +4.4% | 44,105 | $2.8M |
| Atria Investments, Inc | 0.04% | Reduce -53.9% | 44,100 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.5% | 44,049 | $2.8M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -13.2% | 43,874 | $2.8M |
| FMR LLC | 0.00% | Add +21.7% | 41,793 | $2.7M |
| AE Wealth Management LLC | 0.03% | Reduce -82.4% | 41,342 | $2.7M |
| Buckingham Strategic Wealth, LLC | 0.03% | Reduce -1.1% | 40,839 | $2.6M |
| Sfmg, LLC | 0.22% | Reduce -4.4% | 40,596 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +122.5% | 40,529 | $2.6M |
| Altus Wealth Group LLC | 1.30% | New | 40,438 | $2.6M |
| Householder Group Estate & Retirement Specialist, LLC | 0.77% | Add +3.4% | 40,389 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -23.1% | 38,430 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.03% | No change | 37,439 | $2.4M |
| Winthrop Advisory Group LLC | 0.35% | Reduce -93.0% | 32,709 | $2.4M |
| Priebe Wealth Holdings LLC | 1.86% | Reduce -1.3% | 37,250 | $2.4M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -4.0% | 36,435 | $2.3M |
| Roble, Belko & Company, Inc | 0.40% | Reduce -0.5% | 36,320 | $2.3M |
| Renaissance Technologies | 0.00% | Add +1.7% | 35,900 | $2.3M |
| Strategic Financial Planning, Inc. | 1.72% | Reduce -0.0% | 35,860 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +7.4% | 35,285 | $2.3M |
| Idaho Trust Co | 2.16% | New | 34,841 | $2.2M |
| Fingerlakes Wealth Management, Inc. | 2.16% | Reduce -0.6% | 34,841 | $2.2M |
| Fernwood Investment Management, LLC | 0.64% | Add +16.6% | 34,318 | $2.2M |
| Raab & Moskowitz Asset Management LLC | 0.61% | Reduce -9.4% | 33,735 | $2.2M |
| Asset Dedication, LLC | 0.16% | Reduce -0.2% | 33,375 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.33% | Reduce -1.3% | 32,068 | $2.1M |
| Nicolet Advisory Services, LLC | 0.21% | Reduce -8.3% | 31,733 | $2.0M |
| Legacy Advisory Services, LLC | 1.91% | Reduce -3.3% | 31,358 | $2.0M |
| Financial Gravity Asset Management, Inc. | 0.56% | Reduce -95.7% | 34,000 | $2.0M |
| Wade Financial Advisory, Inc | 0.72% | Reduce -0.8% | 30,979 | $2.0M |
| Legacy Capital Group California, Inc. | 0.72% | Reduce -54.0% | 30,599 | $2.0M |
| Bank of Hawaii | 0.09% | Reduce -0.5% | 30,325 | $1.9M |
| Merit Financial Group, LLC | 0.05% | Reduce -2.6% | 30,987 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | No change | 30,163 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.22% | Reduce -21.1% | 29,417 | $1.9M |
| Founders Financial Alliance, LLC | 0.56% | New | 29,193 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -1.6% | 29,127 | $1.9M |
| Signal Advisors Wealth, LLC | 0.46% | Reduce -30.3% | 28,695 | $1.8M |
| Betterment LLC | 0.00% | Add +210.7% | 28,588 | $1.8M |
| Aptus Capital Advisors, LLC | 0.04% | Add +24.8% | 28,558 | $1.8M |
| Wellington Wealth Strategies, LLC. | 0.85% | Reduce -50.3% | 28,473 | $1.8M |
| WealthPLAN Partners, LLC | 0.19% | Add +5.9% | 28,356 | $1.8M |
| Westside Investment Management, Inc. | 0.43% | Reduce -0.4% | 28,013 | $1.8M |
| Broderick Brian C | 0.38% | Reduce -3.5% | 28,000 | $1.8M |
| Quent Capital, LLC | 0.21% | Reduce -4.9% | 27,572 | $1.8M |
| Foguth Wealth Management, LLC. | 0.95% | — | 27,555 | $1.8M |
| Oakwell Private Wealth Management, LLC | 0.54% | Reduce -1.3% | 27,455 | $1.8M |
| Towercrest Capital Management | 0.30% | Reduce -3.8% | 27,359 | $1.8M |
| Sheets Smith Wealth Management | 0.19% | Reduce -0.9% | 26,994 | $1.7M |
| Annapolis Financial Services, LLC | 0.57% | Reduce -0.2% | 26,861 | $1.7M |
| Northwest Wealth Management, LLC | 0.47% | Reduce -0.3% | 26,549 | $1.7M |
| Cambridge Financial Group, LLC | 0.81% | No change | 26,515 | $1.7M |
| OneAscent Financial Services LLC | 0.19% | Add +9.4% | 26,430 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -2.2% | 26,307 | $1.7M |
| Sigma Planning Corp | 0.05% | New | 26,161 | $1.7M |
| Wealth Advisory Solutions, LLC | 0.42% | New | 25,470 | $1.6M |
| Tennessee Valley Asset Management Partners | 0.39% | Add +12.1% | 25,415 | $1.6M |
| Wrenne Financial Planning LLC | 1.20% | Reduce -7.3% | 25,366 | $1.6M |
| McClarren Financial Advisors, Inc. | 1.17% | Reduce -0.6% | 25,363 | $1.6M |
| Cahill Wealth Management, LLC | 0.95% | Add +9.6% | 25,352 | $1.6M |
| Coppell Advisory Solutions Corp. | 0.30% | — | 24,951 | $1.6M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -11.3% | 24,587 | $1.6M |
| Claro Advisors Inc. | 0.27% | Add +0.6% | 24,455 | $1.6M |
| Brookstone Capital Management | 0.03% | Reduce -7.3% | 24,427 | $1.6M |
| Alliance Wealth Management Group | 0.45% | Reduce -4.2% | 24,092 | $1.5M |
| Bleakley Financial Group, LLC | 0.04% | Add +0.1% | 23,885 | $1.5M |
| Seaside Wealth Management, Inc. | 0.64% | Reduce -1.5% | 23,450 | $1.5M |
| JFS Wealth Advisors, LLC | 0.12% | Add +0.3% | 23,307 | $1.5M |
| Echo Wealth Management, LLC | 1.24% | Add +2.6% | 23,284 | $1.5M |
| Sharper & Granite LLC | 0.72% | Add +0.3% | 23,406 | $1.5M |
| Morling Financial Advisors, LLC | 0.83% | Reduce -5.3% | 22,714 | $1.5M |
| Astoria Strategic Wealth, Inc. | 0.46% | Add +2.2% | 22,453 | $1.4M |
| WCG Wealth Advisors LLC | 0.12% | Reduce -12.0% | 22,214 | $1.4M |
| Wooster Corthell Wealth Management, Inc. | 0.32% | Reduce -4.1% | 21,741 | $1.4M |
| EP Wealth Advisors, LLC | 0.02% | Add +0.8% | 21,654 | $1.4M |
| Sunburst Financial Group, LLC | 0.39% | Add +0.1% | 21,465 | $1.4M |
| Chicago Partners Investment Group LLC | 0.06% | Add +1.5% | 22,170 | $1.4M |
| Telos Capital Management, Inc. | 0.15% | Reduce -1.9% | 21,145 | $1.4M |
| LexAurum Advisors, LLC | 0.34% | Reduce -5.2% | 21,129 | $1.4M |
| Advance Capital Management, Inc. | 0.09% | Add +2.4% | 20,840 | $1.3M |
| FSA Wealth Management LLC | 0.58% | Reduce -2.6% | 20,822 | $1.3M |
| Stewardship Advisors, LLC | 0.45% | No change | 20,665 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.20% | Reduce -4.7% | 20,458 | $1.3M |
| Stevens Capital Partners | 0.78% | Add +0.3% | 20,405 | $1.3M |
| Strategic Blueprint, LLC | 0.09% | Reduce -0.6% | 20,203 | $1.3M |
| CoreCap Advisors, LLC | 0.07% | Add +227.4% | 20,103 | $1.3M |
| Westwood Holdings Group Inc. | 0.01% | New | 19,863 | $1.3M |
| Private Wealth Group, LLC | 0.65% | Add +100.7% | 19,432 | $1.2M |
| Triumph Capital Management | 0.51% | Reduce -18.4% | 19,382 | $1.2M |
| Apollon Wealth Management, LLC | 0.04% | Add +18.2% | 19,308 | $1.2M |
| Better Money Decisions, LLC | 0.98% | Add +4.2% | 19,187 | $1.2M |
| Alta Wealth Advisors LLC | 0.62% | Reduce -1.2% | 18,916 | $1.2M |
| Glenview Trust Co | 0.03% | Add +2.2% | 18,632 | $1.2M |
| Colton Groome Financial Advisors, LLC | 0.48% | Add +8.0% | 18,552 | $1.2M |
| FMA Wealth Management, LLC | 0.98% | Add +11.5% | 18,354 | $1.2M |
| Blue Edge Capital, LLC | 0.19% | Add +11.8% | 17,894 | $1.1M |
| Strategic Financial Concepts, LLC | 0.27% | Add +70.6% | 17,562 | $1.1M |
| Townsquare Capital LLC | 0.02% | Add +14.1% | 17,554 | $1.1M |
| Virtue Capital Management, LLC | 0.20% | Reduce -50.3% | 17,929 | $1.1M |
| First Horizon Advisors, Inc. | 0.03% | No change | 17,446 | $1.1M |
| World Equity Group, Inc. | 0.23% | Reduce -1.8% | 17,335 | $1.1M |
| Belvedere Trading LLC | 0.08% | Add +16.0% | 17,033 | $1.1M |
| Richard P Slaughter Associates Inc | 0.26% | Reduce -39.1% | 16,952 | $1.1M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 16,869 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -8.9% | 16,812 | $1.1M |
| Proficio Capital Partners LLC | 0.12% | No change | 16,726 | $1.1M |
| Ritholtz Wealth Management | 0.04% | Add +303.8% | 16,391 | $1.1M |
| Planning Capital Management Corp | 0.75% | Add +28.6% | 16,026 | $1.0M |
| Leeward Financial Partners, LLC | 0.43% | Add +0.3% | 15,921 | $1.0M |
| Northern Trust Corp. | 0.00% | Add +66.4% | 15,657 | $1.0M |
| Insight Advisors, LLC/ PA | 0.19% | Reduce -7.6% | 15,495 | $994K |
| Sutton Place Investors LLC | 0.49% | Add +0.9% | 15,389 | $987K |
| Levy Wealth Management Group, LLC | 0.28% | No change | 16,815 | $983K |
| Waller Financial Planning Group, Inc. | 0.26% | Reduce -7.8% | 15,191 | $975K |
| TLWM | 0.21% | Reduce -6.9% | 15,036 | $965K |
| Franklin Resources Inc. | 0.00% | Reduce -22.3% | 14,949 | $959K |
| Bernardo Wealth Planning LLC | 0.26% | Add +1.1% | 14,671 | $941K |
| VCI Wealth Management LLC | 0.63% | Reduce -23.5% | 14,564 | $934K |
| Nikulski Financial, Inc. | 0.31% | Reduce -3.4% | 14,512 | $931K |
| NorthRock Partners, LLC | 0.03% | Add +97.9% | 14,148 | $908K |
| Penobscot Wealth Management | 0.56% | Reduce -0.1% | 13,845 | $888K |
| Prentice Wealth Management LLC | 0.31% | Reduce -0.5% | 13,759 | $883K |
| Goldstein Advisors, LLC | 0.15% | Reduce -16.8% | 13,338 | $856K |
| Berger Financial Group, Inc | 0.07% | Reduce -15.8% | 13,126 | $842K |
| Private Trust Co. NA | 0.09% | Reduce -20.1% | 12,883 | $826K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -67.8% | 12,857 | $825K |
| Arthur M. Cohen & Associates, LLC | 0.17% | Add +24.0% | 12,825 | $823K |
| Arkadios Wealth Advisors | 0.06% | Reduce -1.4% | 12,824 | $823K |
| Jackson, Grant Investment Advisers, Inc. | 0.34% | Reduce -0.3% | 12,802 | $821K |
| Wedbush Securities Inc. | 0.03% | Reduce -8.2% | 12,618 | $809K |
| GenTrust, LLC | 0.05% | No change | 12,562 | $806K |
| Prosperity Financial Group, Inc. | 0.49% | Reduce -10.2% | 12,355 | $793K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +0.1% | 12,003 | $770K |
| Colonial River Investments, LLC | 0.43% | Reduce -68.9% | 11,807 | $757K |
| Intrua Financial, LLC | 0.12% | Reduce -90.7% | 11,598 | $744K |
| Freestone Capital Holdings, LLC | 0.03% | New | 11,470 | $736K |
| US Financial Advisors, LLC | 0.25% | Add +5.1% | 11,464 | $735K |
| Signet Financial Management, LLC | 0.10% | Add +6.9% | 11,311 | $726K |
| GeoWealth Management, LLC | 0.03% | Add +85.9% | 11,271 | $723K |
| Continuum Advisory, LLC | 0.11% | Reduce -1.9% | 11,305 | $721K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +24420.0% | 11,034 | $708K |
| Vertex Planning Partners, LLC | 0.20% | Add +10.2% | 10,994 | $705K |
| MBE Wealth Management, LLC | 0.43% | Add +0.2% | 10,924 | $701K |
| Manhattan West Asset Management, LLC | 0.17% | New | 10,896 | $699K |
| OLIO Financial Planning | 0.29% | No change | 11,712 | $687K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -2.4% | 10,649 | $683K |
| German American Bancorp, Inc. | 0.08% | No change | 10,525 | $675K |
| Gibson Wealth Advisors LLC | 0.65% | — | 10,500 | $674K |
| Texas Yale Capital Corp. | 0.03% | No change | 10,466 | $671K |
| Armbruster Capital Management, Inc. | 0.14% | Reduce -6.9% | 10,357 | $664K |
| Wiser Wealth Management, Inc | 0.22% | Reduce -4.6% | 10,315 | $662K |
| DLK Investment Management, LLC | 0.28% | Add +4.1% | 10,128 | $650K |
| NewEdge Advisors, LLC | 0.01% | Add +26.2% | 9,964 | $639K |
| L & S Advisors Inc | 0.08% | No change | 9,804 | $629K |
| Sequent Planning LLC | 0.23% | — | 9,803 | $629K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -4.3% | 9,781 | $627K |
| Twelve Points Wealth Management LLC | 0.23% | Add +5.4% | 9,726 | $624K |
| M&T Bank Corp | 0.00% | Reduce -70.6% | 9,645 | $619K |
| Vista Investment Management | 0.25% | Add +60.1% | 9,567 | $614K |
| Moseley Investment Management Inc. | 0.30% | Add +4.1% | 9,551 | $613K |
| Jane Street Group, LLC | 0.00% | New | 9,478 | $608K |
| Bluespring Wealth Management, LLC | 0.07% | Reduce -5.0% | 9,390 | $602K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +0.3% | 9,378 | $602K |
| Patten Group, Inc. | 0.14% | Add +1.2% | 9,187 | $589K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 9,052 | $581K |
| Destiny Wealth Partners, LLC | 0.10% | Reduce -0.3% | 8,982 | $576K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -21.9% | 8,928 | $573K |
| Elevated Capital Advisors, LLC | 0.16% | Reduce -66.1% | 8,871 | $569K |
| SlateStone Wealth, LLC | 0.06% | No change | 8,835 | $567K |
| HUB Investment Partners, LLC | 0.03% | Reduce -5.0% | 8,763 | $562K |
| Robertson Stephens Wealth Management, LLC | 0.03% | No change | 8,730 | $560K |
| Mgo One Seven LLC | 0.03% | No change | 8,721 | $559K |
| Independent Wealth Network Inc. | 0.26% | Add +6.8% | 8,583 | $551K |
| L.M. Kohn & Company | 0.15% | Add +29.7% | 8,560 | $549K |
| Darrow Company, Inc. | 0.35% | Reduce -17.3% | 8,358 | $536K |
| ICA Group Wealth Management, LLC | 0.11% | Reduce -12.3% | 8,266 | $530K |
| Financial Advocates Investment Management | 0.03% | Reduce -42.2% | 8,482 | $528K |
| BCK Partners, Inc. | 0.28% | Reduce -0.4% | 8,054 | $517K |
| Avid Wealth Partners LLC | 0.41% | Reduce -45.8% | 7,959 | $511K |
| Focus Partners Wealth | 0.00% | Add +85.4% | 7,842 | $503K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -13.2% | 7,794 | $500K |
| Arq Wealth Advisors, LLC | 0.22% | Add +17.3% | 7,762 | $498K |
| RFG Holdings, Inc. | 0.21% | New | 7,703 | $494K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -2.9% | 7,685 | $493K |
| Lido Advisors, LLC | 0.00% | Add +0.0% | 7,638 | $490K |
| Constant Guidance Financial LLC | 0.45% | Reduce -1.6% | 7,742 | $489K |
| Intrepid Financial Planning Group LLC | 0.21% | Reduce -0.2% | 7,590 | $487K |
| Northwest Capital Management Inc | 0.16% | Add +0.0% | 7,573 | $486K |
| Sanctuary Wealth Management, L.L.C. | 0.40% | Reduce -6.5% | 7,570 | $486K |
| PrairieView Partners, LLC | 0.06% | No change | 7,486 | $481K |
| Tidemark, LLC | 0.27% | Add +51.3% | 7,410 | $475K |
| GPS Wealth Strategies Group, LLC | 0.08% | Reduce -22.6% | 7,370 | $473K |
| Gateway Wealth Partners, LLC | 0.17% | Reduce -22.8% | 7,358 | $472K |
| Koshinski Asset Management, Inc. | 0.05% | New | 7,184 | $461K |
| Successful Portfolios LLC | 0.31% | Reduce -0.1% | 7,140 | $458K |
| Crew Capital Management, Ltd | 0.37% | Reduce -46.0% | 7,114 | $456K |
| Goodman Financial Corp | 0.10% | Reduce -6.0% | 7,111 | $456K |
| Avantax Advisory Services, Inc. | 0.00% | Add +12.0% | 7,086 | $455K |
| Paulson Wealth Management Inc. | 0.13% | Reduce -11.7% | 7,081 | $454K |
| Partnership Wealth Management, LLC | 0.32% | Add +0.8% | 7,059 | $453K |
| Crumly & Associates Inc. | 0.12% | No change | 7,048 | $452K |
| Squire Investment Management Company, LLC | 0.28% | Add +0.0% | 7,048 | $452K |
| Flynn Zito Capital Management, LLC | 0.23% | Reduce -18.8% | 7,027 | $451K |
| Mission Wealth Management, LP | 0.01% | New | 7,019 | $450K |
| Comerica Bank | 0.00% | Add +47.2% | 6,916 | $444K |
| Brighton Jones LLC | 0.02% | Add +0.3% | 6,753 | $433K |
| Kelman-Lazarov, Inc. | 0.08% | Reduce -3.3% | 6,699 | $430K |
| Gilbert & Cook, Inc. | 0.06% | No change | 6,628 | $425K |
| Howard Wealth Management, LLC | 0.34% | Reduce -1.6% | 6,578 | $422K |
| Pinnacle Wealth Management Group, Inc. | 0.31% | Reduce -4.1% | 6,548 | $420K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -20.3% | 6,478 | $416K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -7.4% | 6,510 | $412K |
| Tyler-Stone Wealth Management | 0.18% | Add +7.9% | 6,344 | $407K |
| OMNI 360 Wealth, Inc. | 0.34% | Add +1.6% | 6,325 | $406K |
| BlackRock Inc. | 0.00% | No change | 6,283 | $403K |
| Cary Street Partners Asset Management LLC | 0.06% | Reduce -52.0% | 6,262 | $402K |
| RDA Financial Network | 0.14% | No change | 6,224 | $399K |
| Warther Private Wealth, LLC | 0.18% | New | 6,198 | $398K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -11.2% | 6,136 | $394K |
| Higgins & Schmidt Wealth Strategies LLC | 0.29% | No change | 6,074 | $390K |
| Keystone Financial Group | 0.06% | Add +0.1% | 6,073 | $390K |
| Rockwood Wealth Management, LLC | 0.05% | Reduce -16.6% | 6,064 | $389K |
| Fusion Capital, LLC | 0.18% | Reduce -2.7% | 6,044 | $388K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +22.5% | 6,039 | $387K |
| Vawter Financial, Ltd. | 0.28% | Reduce -3.7% | 6,029 | $387K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,013 | $386K |
| Valicenti Advisory Services Inc. | 0.11% | New | 6,000 | $385K |
| Quadcap Wealth Management, LLC | 0.09% | Add +9.4% | 5,998 | $385K |
| Vigilare Wealth Management | 0.19% | Reduce -13.7% | 5,962 | $382K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 5,955 | $382K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -4.8% | 5,939 | $381K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -1.3% | 5,919 | $380K |
| Sightline Wealth Advisors, LLC | 0.25% | Add +0.1% | 5,869 | $376K |
| IFP Advisors, Inc | 0.02% | Add +5.1% | 5,848 | $375K |
| Adams Wealth Management | 0.09% | Add +49.2% | 5,843 | $375K |
| Bank of New York Mellon Corp | 0.00% | Reduce -56.2% | 5,795 | $372K |
| True Wealth Design, LLC | 0.09% | No change | 5,703 | $366K |
| Falcon Wealth Planning | 0.06% | Reduce -7.4% | 5,647 | $362K |
| Modera Wealth Management, LLC | 0.01% | No change | 5,642 | $362K |
| HRT Financial LP | 0.00% | New | 5,508 | $353K |
| Truepoint, Inc. | 0.01% | No change | 5,491 | $352K |
| Private Capital Management LLC | 0.08% | Reduce -4.4% | 5,450 | $350K |
| Firethorn Wealth Partners, LLC | 0.20% | Add +1.4% | 5,330 | $342K |
| Country Club Bank | 0.02% | No change | 5,256 | $337K |
| Aspen Wealth Management LLC | 0.13% | Reduce -40.0% | 5,238 | $336K |
| Epic Trust Investment Advisors, LLC | 0.41% | Reduce -23.4% | 5,171 | $332K |
| Brewster Financial Planning LLC | 0.28% | Reduce -2.9% | 5,119 | $328K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5,106 | $328K |
| Johnson Bixby & Associates, LLC | 0.06% | New | 5,087 | $326K |
| Lifeworks Advisors, LLC | 0.09% | Reduce -9.4% | 5,010 | $321K |
| Horst & Graben Wealth Management LLC | 0.06% | Reduce -28.9% | 4,942 | $317K |
| Able Wealth Management LLC | 0.27% | Reduce -29.2% | 4,904 | $315K |
| Future Financial Wealth Managment LLC | 0.24% | No change | 4,814 | $309K |
| Gradient Capital Advisors, LLC | 0.11% | Add +0.0% | 4,813 | $309K |
| Simplex Trading, LLC | 0.01% | Reduce -70.0% | 4,807 | $308K |
| Wilson & Boucher Capital Management, LLC | 0.24% | No change | 4,800 | $308K |
| Fourpath Capital Management, LLC | 0.21% | Reduce -48.7% | 4,780 | $307K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 4,697 | $301K |
| WJ Wealth Management, LLC | 0.12% | No change | 4,676 | $300K |
| SPC Financial, Inc. | 0.03% | Reduce -99.3% | 4,659 | $299K |
| Beacon Capital Management, LLC | 0.06% | Add +8.2% | 4,651 | $298K |
| Wedmont Private Capital | 0.02% | No change | 4,676 | $298K |
| Victory Financial Group, LLC | 0.18% | New | 4,627 | $297K |
| Focused Wealth Management, Inc | 0.05% | Add +0.5% | 4,558 | $292K |
| Flagstone Financial Management | 0.11% | No change | 4,545 | $292K |
| Belpointe Asset Management LLC | 0.02% | Reduce -29.0% | 4,489 | $288K |
| Donaldson Capital Management, LLC | 0.01% | No change | 4,421 | $284K |
| Glassman Wealth Services | 0.06% | No change | 4,396 | $282K |
| Moneco Advisors, LLC | 0.04% | New | 4,395 | $282K |
| DAVENPORT & Co LLC | 0.00% | Reduce -40.3% | 4,339 | $278K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -56.3% | 4,335 | $278K |
| Retirement Planning Group, LLC | 0.02% | No change | 4,327 | $278K |
| Tiaa Trust, National Association | 0.00% | No change | 4,315 | $277K |
| Little House Capital LLC | 0.09% | Reduce -94.5% | 4,278 | $274K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.3% | 4,179 | $268K |
| Washburn Capital Management, Inc. | 0.20% | No change | 4,175 | $268K |
| Dechtman Wealth Management, LLC | 0.06% | Add +0.3% | 4,097 | $263K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -38.6% | 4,073 | $261K |
| Paragon Financial Partners, Inc. | 0.21% | Add +0.3% | 4,044 | $259K |
| MAI Capital Management | 0.00% | New | 4,029 | $258K |
| Mosley Wealth Management | 0.24% | Reduce -2.6% | 3,994 | $256K |
| F/m Investments LLC | 0.17% | No change | 3,993 | $256K |
| Tsfg, LLC | 0.06% | Reduce -47.3% | 3,932 | $252K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -6.0% | 3,900 | $250K |
| Flow Traders U.S. LLC | 0.01% | New | 3,887 | $249K |
| Baird Financial Group, Inc. | 0.00% | No change | 3,839 | $246K |
| Clear Harbor Asset Management, LLC | 0.02% | Reduce -0.3% | 3,819 | $245K |
| One Wealth Advisors, LLC | 0.04% | No change | 3,799 | $244K |
| Legacy Wealth Management, LLC / MS | 0.11% | New | 3,781 | $243K |
| Rock Point Advisors, LLC | 0.07% | New | 3,750 | $241K |
| Occidental Asset Management, LLC | 0.04% | New | 3,728 | $239K |
| Empower Advisory Group, LLC | 0.00% | New | 3,701 | $237K |
| McNaughton Wealth Management, LLC | 0.13% | Reduce -3.7% | 3,693 | $237K |
| Lumbard & Kellner, LLC | 0.12% | No change | 3,692 | $237K |
| Fort Point Capital Partners LLC | 0.03% | No change | 3,679 | $236K |
| Fortress Wealth Management, Inc. | 0.12% | New | 3,592 | $230K |
| Hunter Associates Investment Management LLC | 0.04% | New | 3,554 | $229K |
| Foresight Capital Management Advisors, Inc. | 0.17% | New | 3,544 | $227K |
| Mason & Associates, LLC | 0.17% | — | 3,544 | $227K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 3,510 | $225K |
| Trademark Financial Management, LLC | 0.18% | New | 3,469 | $223K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -10.7% | 3,419 | $219K |
| Outlook Wealth Advisors, LLC | 0.07% | Reduce -83.9% | 3,382 | $217K |
| Formidable Asset Management, LLC | 0.03% | New | 3,248 | $208K |
| Opes Wealth Management LLC | 0.05% | New | 3,245 | $208K |
| Flagship Private Wealth, LLC | 0.13% | Reduce -10.6% | 3,221 | $207K |
| Cutler Group LLC / CA | 0.10% | Reduce -84.2% | 3,200 | $205K |
| Red Door Wealth Management, LLC | 0.04% | New | 3,120 | $200K |
| Bokf, NA | 0.00% | No change | 3,000 | $192K |
| JNBA Financial Advisors | 0.02% | Reduce -3.8% | 2,978 | $191K |
| Raleigh Capital Management Inc. | 0.08% | Reduce -60.7% | 2,845 | $183K |
| Prestige Wealth Management Group LLC | 0.04% | Reduce -5.2% | 2,752 | $177K |
| Richard W. Paul & Associates, LLC | 0.06% | No change | 2,525 | $162K |
| Sunbelt Securities, Inc. | 0.02% | No change | 2,486 | $159K |
| Bank of Montreal | 0.00% | Add +1.2% | 2,238 | $144K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -15.2% | 2,226 | $143K |
| Mather Group, Llc. | 0.00% | New | 2,143 | $125K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 1,940 | $124K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,829 | $117K |
| MGB Wealth Management, LLC | 0.04% | Add +6.1% | 1,576 | $101K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,570 | $101K |
| Iron Horse Wealth Management, LLC | 0.04% | Reduce -36.6% | 1,478 | $95K |
| Blair William & Co. | 0.00% | Add +72100.0% | 1,444 | $93K |
| Aspire Private Capital, LLC | 0.02% | Reduce -12.9% | 1,375 | $88K |
| Montag A & Associates Inc. | 0.00% | Add +39.1% | 1,246 | $80K |
| Lanark Financial, Inc. | 0.01% | Reduce -68.9% | 1,130 | $72K |
| WealthCollab, LLC | 0.05% | No change | 1,106 | $71K |
| Grand Wealth Management, LLC | 0.03% | No change | 1,095 | $70K |
| Fifth Third Bancorp | 0.00% | Reduce -57.5% | 1,076 | $69K |
| Spire Wealth Management | 0.00% | No change | 1,071 | $69K |
| Howe & Rusling Inc. | 0.01% | No change | 1,048 | $67K |
| WR Wealth Planners, LLC | 0.02% | New | 1,039 | $67K |
| Retirement Group, LLC | 0.02% | No change | 1,025 | $66K |
| Gradient Investments LLC | 0.00% | Reduce -64.8% | 1,009 | $65K |
| Private Wealth Management Group, LLC | 0.03% | Reduce -7.4% | 972 | $62K |
| Ancora Advisors LLC | 0.00% | No change | 899 | $58K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +10.5% | 885 | $57K |
| Compass Wealth Management LLC | 0.01% | No change | 853 | $55K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 827 | $53K |
| PSI Advisors, LLC | 0.02% | No change | 669 | $43K |
| Concord Wealth Partners | 0.01% | No change | 552 | $35K |
| CIBC Private Wealth Group LLC | 0.00% | New | 485 | $31K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.4% | 481 | $31K |
| FAS Wealth Partners, Inc. | 0.00% | New | 480 | $31K |
| Cambridge Trust Co. | 0.00% | No change | 480 | $31K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 444 | $28K |
| Global Wealth Strategies & Associates | 0.01% | New | 437 | $28K |
| Sound Income Strategies, LLC | 0.00% | Reduce -5.3% | 413 | $27K |
| WASHINGTON TRUST Co | 0.00% | No change | 412 | $26K |
| Assetmark, Inc. | 0.00% | Reduce -60.7% | 377 | $24K |
| Toth Financial Advisory Corp. | 0.00% | No change | 376 | $24K |
| Lindbrook Capital, LLC | 0.00% | No change | 325 | $21K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -86.3% | 321 | $21K |
| Janiczek Wealth Management, LLC | 0.00% | New | 310 | $20K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 304 | $20K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 293 | $19K |
| Paladin Advisory Group, LLC | 0.01% | Add +1.1% | 284 | $18K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -4.9% | 274 | $18K |
| Abound Wealth Management | 0.01% | No change | 266 | $17K |
| Central Bank & Trust Co. | 0.00% | New | 262 | $17K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 262 | $17K |
| Coston, McIsaac & Partners | 0.01% | No change | 262 | $16K |
| Anfield Capital Management, LLC | 0.01% | New | 231 | $15K |
| Principal Securities, Inc. | 0.00% | No change | 230 | $15K |
| Realta Investment Advisors | 0.00% | New | 209 | $13K |
| National Bank of Canada | 0.00% | Add +325.0% | 170 | $11K |
| Tradewinds Capital Management, LLC | 0.00% | New | 168 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 167 | $11K |
| TFO Wealth Partners, LLC | 0.00% | Reduce -9.9% | 154 | $10K |
| Caldwell Trust Co | 0.00% | No change | 150 | $10K |
| Penserra Capital Management LLC | 0.00% | New | 121 | $7K |
| Front Row Advisors LLC | 0.00% | No change | 107 | $7K |
| LGT Financial Advisors LLC | 0.01% | No change | 105 | $7K |
| Tower View Wealth Management LLC | 0.00% | New | 100 | $6K |
| M&R Capital Management Inc. | 0.00% | No change | 88 | $6K |
| Orion Capital Management LLC | 0.00% | No change | 80 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 74 | $5K |
| Kelly Financial Services LLC | 0.00% | No change | 68 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 67 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 67 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | — | 56 | $4K |
| Pacifica Partners Inc. | 0.00% | No change | 52 | $3K |
| FWL Investment Management, LLC | 0.00% | No change | 49 | $3K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 43 | $3K |
| EPG Wealth Management LLC | 0.00% | No change | 41 | $3K |
| Hexagon Capital Partners LLC | 0.00% | No change | 40 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -77.1% | 27 | $2K |
| Kessler Investment Group, LLC | 0.00% | New | 8 | $513 |
| Hantz Financial Services, Inc. | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is SPTM's weight in each manager's 13F, not the share of SS SPDR P S&P 1500 Comp ETF the manager owns.