SS SPDR P S&P 1500 Comp ETFSPTMETF
13F holders, Q2 2024 (June 30)564holders
36new positions
37sold out
3famous investors
$65.42avg. 13F price*
At the end of Q2 2024, 564 institutions reported holding SS SPDR P S&P 1500 Comp ETF (SPTM) in their 13F filings, unchanged from Q1 2024. 36 opened new positions and 37 sold out. The largest holders were LPL Financial LLC ($582.9M), Cwm, LLC ($228.8M) and Private Advisor Group, LLC ($196.5M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR P S&P 1500 Comp ETF
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78464A805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $19.5M |
| Exits | 37 | $37.6M |
All 13F filers, Q1 2024 → Q2 2024: 4,104,266 shares bought and 2,745,692 shares sold, net +1,358,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 564 holders
| LPL Financial LLC | 0.29% | Add +4.2% | 8,784,858 | $582.9M |
| Cwm, LLC | 1.08% | Add +5.1% | 3,447,798 | $228.8M |
| Private Advisor Group, LLC | 1.32% | Reduce -1.4% | 2,961,528 | $196.5M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -5.3% | 2,643,179 | $175.4M |
| Valmark Advisers, Inc. | 2.62% | Reduce -1.4% | 2,325,415 | $154.3M |
| Wealthcare Advisory Partners LLC | 4.47% | Add +2.0% | 2,155,802 | $143.0M |
| Wealth Enhancement Advisory Services, LLC | 0.27% | Reduce -10.5% | 1,741,940 | $115.6M |
| Rockbridge Investment Management, LCC | 14.55% | Add +2.0% | 1,547,202 | $102.7M |
| Ameriprise Financial Inc. | 0.03% | Reduce -3.9% | 1,518,318 | $100.8M |
| Professional Financial Advisors, LLC | 27.29% | Add +1.2% | 1,489,700 | $98.8M |
| Shepherd Financial Partners LLC | 12.47% | Reduce -0.4% | 1,457,939 | $96.7M |
| Syntegra Private Wealth Group, LLC | 11.71% | Add +3.7% | 1,388,476 | $92.1M |
| RFG Advisory, LLC | 2.76% | Add +2.0% | 1,275,735 | $84.6M |
| Osaic Holdings, Inc. | 0.20% | Reduce -0.1% | 1,275,625 | $84.6M |
| Morgan Stanley | 0.01% | Add +2.7% | 1,217,476 | $80.8M |
| Wealthquest Corp | 7.38% | Add +6.3% | 1,044,192 | $69.3M |
| ARS Wealth Advisors Group, LLC | 8.66% | Add +1.3% | 1,005,772 | $66.7M |
| Blueprint Investment Partners LLC | 13.94% | Add +26.5% | 970,895 | $64.4M |
| Allworth Financial LP | 0.40% | Add +5.7% | 934,902 | $62.7M |
| Modern Wealth Management, LLC | 4.34% | Add +58.5% | 886,095 | $58.8M |
| Keener Financial Planning LLC | 35.60% | Add +4.6% | 822,363 | $54.6M |
| Financial Strategies Group, Inc. | 12.92% | Reduce -2.5% | 760,043 | $51.4M |
| Woodard & Co. Asset Management Group Inc. | 12.21% | Add +4.6% | 737,456 | $48.9M |
| Wells Fargo & Company | 0.01% | Reduce -0.3% | 721,368 | $47.9M |
| Stratos Wealth Partners, LTD. | 0.75% | Add +0.9% | 700,017 | $46.4M |
| Weitzel Financial Services, Inc. | 22.55% | Reduce -0.6% | 680,448 | $45.2M |
| Bank of America Corp. | 0.00% | Reduce -17.8% | 642,939 | $42.7M |
| Rinkey Investments | 15.26% | Add +1.9% | 640,158 | $42.5M |
| Legacy Private Trust Co. | 3.00% | Add +95.4% | 636,543 | $42.2M |
| Cerity Partners LLC | 0.11% | Reduce -1.6% | 588,349 | $39.0M |
| Winch Advisory Services, LLC | 10.63% | Add +1.8% | 560,472 | $37.2M |
| Royal Harbor Partners, LLC | 15.24% | Reduce -1.4% | 554,932 | $36.8M |
| Portfolio Strategies, Inc. | 4.99% | Add +0.8% | 551,682 | $36.6M |
| Baltimore-Washington Financial Advisors, Inc. | 2.15% | Add +8.4% | 548,938 | $36.4M |
| Rosenberg Matthew Hamilton | 10.30% | Reduce -8.3% | 525,349 | $34.9M |
| Jaffetilchin Investment Partners, LLC | 2.96% | Add +1.7% | 522,964 | $34.7M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +1.6% | 504,373 | $33.5M |
| Symphony Financial, Ltd. Co. | 6.10% | Add +4.6% | 501,965 | $33.4M |
| Treasure Coast Financial Planning | 21.44% | Reduce -4.0% | 490,106 | $32.5M |
| Park Avenue Securities LLC | 0.38% | Reduce -4.9% | 468,559 | $31.1M |
| GM Advisory Group, LLC | 1.93% | Reduce -0.5% | 450,454 | $29.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -10.2% | 448,840 | $29.8M |
| Balefire, LLC | 9.64% | Reduce -1.8% | 408,853 | $27.1M |
| Waverly Advisors, LLC | 0.53% | Reduce -0.4% | 403,787 | $26.8M |
| N.E.W. Advisory Services LLC | 2.85% | Add +3.1% | 398,277 | $26.4M |
| Advisors Capital Management, LLC | 0.44% | Add +19.3% | 381,204 | $25.3M |
| SigFig Wealth Management, LLC | 0.93% | Reduce -7.8% | 409,157 | $24.7M |
| Boston Standard Wealth Management, LLC | 5.26% | Reduce -0.1% | 360,960 | $23.9M |
| Aquire Wealth Advisors, LLC | 7.34% | Reduce -3.1% | 329,500 | $21.9M |
| Geneos Wealth Management Inc. | 0.95% | Add +6.7% | 322,093 | $21.4M |
| RVW Wealth, LLC | 2.11% | Reduce -4.0% | 318,246 | $21.1M |
| Fox Financial, Inc | 19.42% | Reduce -2.5% | 317,480 | $21.1M |
| Jacobi Capital Management LLC | 1.80% | Add +29.5% | 312,148 | $20.7M |
| Equitable Holdings, Inc. | 0.22% | Add +3.3% | 310,727 | $20.6M |
| Callan Capital, LLC | 1.65% | Reduce -0.6% | 301,405 | $20.0M |
| DORVAL Corp | 8.79% | Add +0.6% | 309,092 | $19.9M |
| Capasso Planning Partners LLC | 6.22% | Reduce -7.6% | 288,822 | $19.2M |
| Annex Advisory Services, LLC | 0.67% | Reduce -1.2% | 288,669 | $19.2M |
| Money Concepts Capital Corp. | 1.56% | Reduce -2.2% | 279,170 | $18.5M |
| Compass Financial Group, INC | 3.89% | Reduce -2.1% | 270,308 | $17.9M |
| Parallel Advisors, LLC | 0.44% | Reduce -5.2% | 258,811 | $17.2M |
| Pure Financial Advisors, LLC | 0.45% | Reduce -2.9% | 246,141 | $16.3M |
| Mariner, LLC | 0.03% | Add +1.0% | 238,074 | $15.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -34.1% | 233,202 | $15.5M |
| Great Lakes Advisors, LLC | 0.13% | Reduce -17.8% | 221,194 | $14.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +13.7% | 213,378 | $14.2M |
| Solano Wealth Management, Inc. | 7.60% | Add +7.2% | 209,076 | $13.9M |
| BIP Wealth, LLC | 1.07% | Reduce -17.6% | 196,053 | $13.0M |
| AIFG Consultants Ltd. | 9.65% | Reduce -9.0% | 195,712 | $13.0M |
| Truist Financial Corp. | 0.02% | Reduce -2.8% | 189,167 | $12.6M |
| Capital Advisory Group Advisory Services, LLC | 5.24% | Add +3.8% | 184,658 | $12.3M |
| IAG Wealth Partners, LLC | 2.45% | Reduce -2.8% | 183,714 | $12.2M |
| Retirement Capital Strategies | 4.87% | Reduce -2.7% | 183,089 | $12.1M |
| MML Investors Services, LLC | 0.05% | Add +3.1% | 182,419 | $12.1M |
| Bridgewealth Advisory Group, LLC | 5.30% | Add +8.4% | 180,085 | $11.9M |
| Sentinel Pension Advisors, LLC | 2.43% | Reduce -0.5% | 176,767 | $11.7M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -5.3% | 172,943 | $11.5M |
| Snowden Capital Advisors LLC | 0.34% | Add +2.1% | 169,630 | $11.3M |
| Ervin Investment Management, LLC | 7.61% | Reduce -0.3% | 165,512 | $11.0M |
| Facet Wealth, Inc. | 0.33% | Reduce -17.7% | 161,738 | $10.8M |
| G&S Capital LLC | 4.67% | Add +4.3% | 156,937 | $10.8M |
| JPMorgan Chase & Co. | 0.00% | Add +8.7% | 157,478 | $10.5M |
| Balentine LLC | 0.47% | Reduce -4.8% | 155,772 | $10.3M |
| Evensky & Katz LLC | 0.72% | Reduce -4.2% | 155,677 | $10.3M |
| Beacon Financial Group | 1.17% | Reduce -3.0% | 155,111 | $10.3M |
| Financial Enhancement Group LLC | 1.65% | Reduce -5.9% | 154,192 | $10.3M |
| Investors Research Corp | 2.37% | Reduce -0.9% | 152,721 | $10.1M |
| HBW Advisory Services LLC | 1.67% | Add +77.2% | 152,018 | $10.1M |
| Zhang Financial LLC | 0.70% | Add +11.6% | 151,271 | $10.0M |
| Larson Financial Group LLC | 0.67% | Reduce -4.4% | 147,922 | $9.8M |
| Arete Wealth Advisors, LLC | 0.80% | Add +0.9% | 146,335 | $9.7M |
| Bank of Montreal | 0.00% | Add +6388.5% | 145,212 | $9.7M |
| Freedom Day Solutions, LLC | 3.28% | Add +11.4% | 145,986 | $9.7M |
| Creative Planning | 0.01% | Reduce -0.6% | 143,183 | $9.5M |
| Astor Investment Management LLC | 4.23% | Reduce -15.2% | 138,457 | $9.2M |
| IRON Financial LLC | 5.05% | Reduce -7.8% | 135,670 | $9.0M |
| Capital Analysts, LLC | 0.39% | Add +14.3% | 134,165 | $8.9M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -2.9% | 128,921 | $8.6M |
| Cannon Financial Strategists, Inc. | 1.61% | Reduce -1.3% | 126,874 | $8.4M |
| Perennial Investment Advisors, LLC | 1.16% | Reduce -4.7% | 122,213 | $8.1M |
| PAX Financial Group, LLC | 1.57% | Reduce -4.0% | 121,551 | $8.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.0% | 118,643 | $7.9M |
| Trilogy Capital Inc. | 0.42% | Add +15.7% | 115,371 | $7.7M |
| Cary Street Partners Investment Advisory LLC | 0.30% | Reduce -7.0% | 113,704 | $7.5M |
| Bensler, LLC | 0.98% | Add +5.7% | 109,925 | $7.3M |
| Two Sigma Investments, LP | 0.02% | Reduce -5.5% | 109,300 | $7.3M |
| Kestra Advisory Services, LLC | 0.04% | Add +0.7% | 108,335 | $7.2M |
| SFG Wealth Management, LLC. | 3.99% | Add +2.3% | 105,597 | $7.0M |
| Western Wealth Management, LLC | 0.52% | Add +5.3% | 104,832 | $7.0M |
| IHT Wealth Management, LLC | 0.26% | Reduce -7.4% | 104,380 | $6.9M |
| Independent Financial Group, LLC | 0.28% | Add +0.4% | 104,063 | $6.9M |
| Treynor Bancshares, Inc. | 7.17% | Reduce -43.2% | 103,318 | $6.9M |
| Redwood Financial Network Corp | 5.57% | Add +8.2% | 99,929 | $6.6M |
| Captrust Financial Advisors | 0.02% | Add +4.4% | 98,056 | $6.5M |
| Flagship Harbor Advisors, LLC | 0.38% | Reduce -5.1% | 95,830 | $6.4M |
| Savant Capital, LLC | 0.06% | Add +9.5% | 95,749 | $6.4M |
| FreeGulliver LLC | 4.32% | New | 95,138 | $6.3M |
| KWB Wealth | 0.87% | No change | 98,175 | $6.3M |
| Global Retirement Partners, LLC | 0.19% | Add +1.7% | 93,122 | $6.2M |
| Cascade Investment Group, Inc. | 4.77% | Add +0.0% | 92,101 | $6.1M |
| Tempus Wealth Planning, LLC | 2.51% | Reduce -4.0% | 90,727 | $6.0M |
| WNY Asset Management, LLC | 0.79% | Reduce -3.6% | 89,953 | $6.0M |
| Harbour Investments, Inc. | 0.20% | Reduce -2.3% | 89,595 | $5.9M |
| Collaborative Wealth Managment Inc. | 2.86% | Reduce -0.3% | 88,163 | $5.8M |
| XML Financial, LLC | 0.59% | Reduce -1.4% | 88,135 | $5.8M |
| Mutual Advisors, LLC | 0.18% | Reduce -2.5% | 87,375 | $5.8M |
| Two Sigma Advisers, LP | 0.01% | Add +65.0% | 86,600 | $5.7M |
| Cabot Wealth Management Inc. | 0.74% | Add +27.6% | 85,087 | $5.6M |
| Raymond James & Associates | 0.00% | Reduce -1.2% | 83,906 | $5.6M |
| Breakwater Investment Management | 2.48% | Add +0.1% | 83,575 | $5.5M |
| Sterneck Capital Management, LLC | 3.05% | Reduce -1.9% | 81,039 | $5.4M |
| Isthmus Partners, LLC | 0.61% | Add +1.4% | 77,912 | $5.2M |
| Values Added Financial LLC | 3.62% | Reduce -0.1% | 75,807 | $5.0M |
| Integrated Capital Management, Inc. | 4.01% | Reduce -0.7% | 75,716 | $5.0M |
| Exchange Capital Management, Inc. | 0.80% | Add +7.1% | 74,331 | $4.9M |
| Cetera Investment Advisers | 0.01% | Reduce -9.2% | 73,237 | $4.9M |
| Peterson Wealth Advisors, LLC | 1.00% | Reduce -9.3% | 72,051 | $4.8M |
| Royal Bank of Canada | 0.00% | Reduce -23.2% | 72,033 | $4.8M |
| Corient Private Wealth LP | 0.01% | Add +7.2% | 71,689 | $4.8M |
| TKG Advisors, LLC | 2.57% | Add +7.7% | 71,259 | $4.7M |
| Slagle Financial, LLC | 2.41% | Reduce -2.3% | 70,918 | $4.7M |
| Roundview Capital LLC | 0.36% | Reduce -3.3% | 69,641 | $4.6M |
| Austin Wealth Management, LLC | 1.06% | Reduce -0.0% | 66,462 | $4.5M |
| Orca Investment Management, LLC | 4.26% | Add +2.0% | 67,268 | $4.5M |
| Aldebaran Financial Inc. | 5.76% | Add +14.8% | 66,264 | $4.4M |
| Journey Advisory Group, LLC | 0.52% | Reduce -0.5% | 66,091 | $4.4M |
| Beam Wealth Advisors, Inc. | 1.45% | New | 65,628 | $4.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.1% | 64,332 | $4.3M |
| Sentinel Trust Co. Lba | 0.52% | Reduce -45.1% | 63,287 | $4.2M |
| Trinity Wealth Management, LLC | 2.08% | Add +7.0% | 62,955 | $4.2M |
| LVM Capital Management Ltd. | 0.47% | Reduce -2.3% | 62,709 | $4.2M |
| UBS Group AG | 0.00% | Reduce -35.6% | 62,191 | $4.1M |
| Praetorian Wealth Management, Inc. | 1.05% | Reduce -2.7% | 62,087 | $4.1M |
| OneDigital Investment Advisors LLC | 0.05% | Add +40.8% | 61,766 | $4.1M |
| CGN Advisors LLC | 0.46% | Add +9.8% | 59,242 | $3.9M |
| Advocacy Wealth Management, LLC | 0.32% | Reduce -0.1% | 59,113 | $3.9M |
| FMR LLC | 0.00% | Add +41.3% | 59,036 | $3.9M |
| Advisory Services Network, LLC | 0.08% | Add +4.5% | 58,590 | $3.9M |
| Good Life Advisors, LLC | 0.32% | Add +1.3% | 58,081 | $3.9M |
| Greenleaf Trust | 0.04% | Reduce -4.5% | 57,757 | $3.8M |
| TD Capital Management LLC | 0.39% | Add +13.0% | 55,531 | $3.7M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Reduce -0.3% | 53,357 | $3.5M |
| Apeiron RIA LLC | 1.07% | Add +0.6% | 52,582 | $3.5M |
| JT Stratford LLC | 0.64% | Reduce -0.2% | 51,449 | $3.4M |
| Dagco, Inc. | 1.49% | Reduce -2.1% | 50,697 | $3.4M |
| Graypoint LLC | 0.23% | Add +6.9% | 50,076 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +2.2% | 48,974 | $3.2M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +2.2% | 48,974 | $3.2M |
| Avior Wealth Management, LLC | 0.13% | Add +4.8% | 47,182 | $3.1M |
| Simplicity Wealth,LLC | 0.07% | Add +1.1% | 46,567 | $3.1M |
| Compass Financial Group, Inc. | 1.51% | Reduce -8.3% | 45,112 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.4% | 45,095 | $3.0M |
| Equita Financial Network, Inc. | 1.25% | Reduce -2.6% | 44,920 | $3.0M |
| MJP Associates Inc. | 0.62% | Add +1.1% | 44,574 | $3.0M |
| Advisor OS, LLC | 0.32% | Reduce -1.9% | 44,006 | $2.9M |
| Atria Investments, Inc | 0.04% | Reduce -0.8% | 43,767 | $2.9M |
| Dogwood Wealth Management LLC | 1.75% | Reduce -78.1% | 42,797 | $2.8M |
| Householder Group Estate & Retirement Specialist, LLC | 0.78% | Add +3.6% | 41,838 | $2.8M |
| AE Wealth Management LLC | 0.03% | Add +0.3% | 41,467 | $2.8M |
| Foundations Investment Advisors, LLC | 0.07% | Reduce -77.5% | 41,261 | $2.7M |
| Buckingham Strategic Wealth, LLC | 0.03% | Reduce -1.1% | 40,396 | $2.7M |
| Altus Wealth Group LLC | 1.33% | Reduce -1.0% | 40,031 | $2.7M |
| Sfmg, LLC | 0.22% | Reduce -4.9% | 38,592 | $2.6M |
| Priebe Wealth Holdings LLC | 2.01% | Add +2.8% | 38,285 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +0.0% | 37,440 | $2.5M |
| Winthrop Advisory Group LLC | 0.33% | No change | 32,709 | $2.4M |
| Strategic Financial Planning, Inc. | 1.72% | Add +0.0% | 35,862 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -9.7% | 34,697 | $2.3M |
| Fingerlakes Wealth Management, Inc. | 2.03% | Reduce -2.0% | 34,147 | $2.3M |
| Financial Gravity Asset Management, Inc. | 0.57% | Add +0.3% | 34,090 | $2.3M |
| Roble, Belko & Company, Inc | 0.37% | Reduce -8.1% | 33,391 | $2.2M |
| Fernwood Investment Management, LLC | 0.69% | Reduce -2.7% | 33,395 | $2.2M |
| Asset Dedication, LLC | 0.15% | Reduce -0.3% | 33,293 | $2.2M |
| Raab & Moskowitz Asset Management LLC | 0.58% | Reduce -3.8% | 32,440 | $2.2M |
| Legacy Advisory Services, LLC | 1.95% | Add +2.6% | 32,173 | $2.1M |
| Betterment LLC | 0.01% | Add +11.6% | 31,891 | $2.1M |
| Cahill Wealth Management, LLC | 1.26% | Add +28.8% | 32,645 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.30% | Reduce -3.1% | 31,078 | $2.1M |
| Nicolet Advisory Services, LLC | 0.20% | Reduce -5.0% | 30,144 | $2.1M |
| Wade Financial Advisory, Inc | 0.74% | Add +0.0% | 30,982 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | No change | 30,163 | $2.0M |
| Legacy Capital Group California, Inc. | 0.72% | Reduce -2.1% | 29,962 | $2.0M |
| Merit Financial Group, LLC | 0.04% | Reduce -3.6% | 29,870 | $2.0M |
| Investment Planning Advisors, Inc. | 1.01% | — | 29,810 | $2.0M |
| Bank of Hawaii | 0.09% | Reduce -2.4% | 29,601 | $2.0M |
| Aptus Capital Advisors, LLC | 0.04% | Add +1.1% | 28,859 | $1.9M |
| Sheets Smith Wealth Management | 0.23% | Add +6.9% | 28,857 | $1.9M |
| Quent Capital, LLC | 0.21% | Add +4.6% | 28,850 | $1.9M |
| Founders Financial Alliance, LLC | 0.56% | Reduce -3.0% | 28,304 | $1.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -30.3% | 28,234 | $1.9M |
| Westside Investment Management, Inc. | 0.43% | Add +0.1% | 28,037 | $1.9M |
| Broderick Brian C | 0.38% | No change | 28,000 | $1.9M |
| WealthPLAN Partners, LLC | 0.20% | Reduce -1.3% | 27,988 | $1.9M |
| Tennessee Valley Asset Management Partners | 0.34% | Add +9.1% | 27,736 | $1.8M |
| Oakwell Private Wealth Management, LLC | 0.51% | Reduce 0.0% | 27,454 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +171.3% | 27,027 | $1.8M |
| OneAscent Financial Services LLC | 0.25% | Add +1.8% | 26,908 | $1.8M |
| Annapolis Financial Services, LLC | 0.57% | Reduce -0.7% | 26,661 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -9.0% | 26,501 | $1.8M |
| Cambridge Financial Group, LLC | 0.80% | Reduce -0.1% | 26,500 | $1.8M |
| Northwest Wealth Management, LLC | 0.45% | Reduce -0.4% | 26,451 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.0% | 26,316 | $1.7M |
| Towercrest Capital Management | 0.29% | Reduce -4.3% | 26,185 | $1.7M |
| Wealth Advisory Solutions, LLC | 0.47% | Add +1.9% | 25,950 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -1.3% | 25,811 | $1.7M |
| Private Capital Management LLC | 0.33% | Add +365.0% | 25,342 | $1.7M |
| Claro Advisors Inc. | 0.26% | Add +3.2% | 25,240 | $1.7M |
| Wrenne Financial Planning LLC | 1.14% | Reduce -1.4% | 25,010 | $1.7M |
| Brookstone Capital Management | 0.03% | Reduce -2.7% | 23,765 | $1.6M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -1.4% | 24,239 | $1.6M |
| JFS Wealth Advisors, LLC | 0.12% | Add +1.0% | 23,543 | $1.6M |
| Seaside Wealth Management, Inc. | 0.64% | Reduce -0.2% | 23,405 | $1.6M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -2.5% | 23,294 | $1.5M |
| Chicago Partners Investment Group LLC | 0.06% | Add +4.0% | 23,053 | $1.5M |
| Alliance Wealth Management Group | 0.44% | Reduce -4.6% | 22,976 | $1.5M |
| Echo Wealth Management, LLC | 1.15% | Reduce -1.4% | 22,969 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.17% | Reduce -22.3% | 22,860 | $1.5M |
| VCI Wealth Management LLC | 0.73% | Add +52.7% | 22,245 | $1.5M |
| Levy Wealth Management Group, LLC | 0.37% | Add +29.8% | 21,827 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -39.3% | 21,800 | $1.4M |
| Morling Financial Advisors, LLC | 0.62% | Reduce -5.1% | 21,547 | $1.4M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -0.8% | 21,484 | $1.4M |
| Sharper & Granite LLC | 0.68% | Reduce -8.4% | 21,448 | $1.4M |
| LJI Wealth Management, LLC | 0.31% | New | 21,426 | $1.4M |
| Wooster Corthell Wealth Management, Inc. | 0.32% | Reduce -2.3% | 21,236 | $1.4M |
| Advance Capital Management, Inc. | 0.07% | Add +1.7% | 21,187 | $1.4M |
| Astoria Strategic Wealth, Inc. | 0.43% | Reduce -5.8% | 21,160 | $1.4M |
| Sunburst Financial Group, LLC | 0.38% | Reduce -1.8% | 21,089 | $1.4M |
| Stevens Capital Partners | 0.72% | Add +3.0% | 21,026 | $1.4M |
| Colton Groome Financial Advisors, LLC | 0.54% | Add +11.5% | 20,679 | $1.4M |
| LexAurum Advisors, LLC | 0.34% | Reduce -2.4% | 20,626 | $1.4M |
| FMA Wealth Management, LLC | 1.10% | Add +11.5% | 20,462 | $1.4M |
| Strategic Blueprint, LLC | 0.09% | Add +0.5% | 20,304 | $1.3M |
| Telos Capital Management, Inc. | 0.15% | Reduce -4.7% | 20,157 | $1.3M |
| Westwood Holdings Group Inc. | 0.01% | No change | 19,863 | $1.3M |
| Townsquare Capital LLC | 0.02% | Add +12.5% | 19,746 | $1.3M |
| Better Money Decisions, LLC | 0.98% | Add +2.3% | 19,631 | $1.3M |
| Stewardship Advisors, LLC | 0.43% | Reduce -5.0% | 19,630 | $1.3M |
| Private Wealth Group, LLC | 0.68% | Add +0.7% | 19,563 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -47.2% | 19,232 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.19% | Reduce -6.0% | 19,227 | $1.3M |
| WCG Wealth Advisors LLC | 0.09% | Reduce -13.5% | 19,220 | $1.3M |
| Alta Wealth Advisors LLC | 0.62% | Reduce -0.6% | 18,807 | $1.2M |
| Glenview Trust Co | 0.02% | No change | 18,632 | $1.2M |
| Coppell Advisory Solutions LLC | 0.20% | — | 18,533 | $1.2M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -6.3% | 18,089 | $1.2M |
| Blue Edge Capital, LLC | 0.20% | Add +0.0% | 17,901 | $1.2M |
| Ritholtz Wealth Management | 0.04% | Add +8.3% | 17,748 | $1.2M |
| First Horizon Advisors, Inc. | 0.04% | No change | 17,446 | $1.2M |
| Richard P Slaughter Associates Inc | 0.27% | Add +2.0% | 17,289 | $1.1M |
| World Equity Group, Inc. | 0.34% | Reduce -1.7% | 17,033 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +1.3% | 17,031 | $1.1M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 16,869 | $1.1M |
| CreativeOne Wealth, LLC | 0.06% | Add +116.3% | 16,858 | $1.1M |
| Proficio Capital Partners LLC | 0.12% | No change | 16,726 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Add +273.9% | 16,207 | $1.1M |
| Financial Sense Advisors, Inc. | 0.34% | New | 16,044 | $1.1M |
| Private Trust Co. NA | 0.11% | Add +24.4% | 16,025 | $1.1M |
| Leeward Financial Partners, LLC | 0.43% | Add +0.3% | 15,977 | $1.1M |
| SpiderRock Advisors, LLC | 0.03% | New | 15,957 | $1.1M |
| Insight Advisors, LLC/ PA | 0.19% | Add +0.6% | 15,592 | $1.0M |
| Waller Financial Planning Group, Inc. | 0.28% | Add +1.6% | 15,426 | $1.0M |
| Sutton Place Investors LLC | 0.68% | Add +0.2% | 15,416 | $1.0M |
| Triumph Capital Management | 0.38% | Reduce -23.9% | 14,746 | $978K |
| Bernardo Wealth Planning LLC | 0.26% | Add +0.2% | 14,703 | $976K |
| TLWM | 0.21% | Reduce -2.7% | 14,627 | $971K |
| Virtue Capital Management, LLC | 0.16% | Reduce -21.5% | 14,072 | $955K |
| Nikulski Financial, Inc. | 0.30% | Reduce -1.1% | 14,357 | $953K |
| NorthRock Partners, LLC | 0.04% | Reduce -0.1% | 14,138 | $938K |
| CoreCap Advisors, LLC | 0.10% | Reduce -29.8% | 14,108 | $936K |
| Prosperity Financial Group, Inc. | 0.59% | Add +14.1% | 14,095 | $935K |
| Penobscot Wealth Management | 0.55% | Reduce -0.2% | 13,818 | $932K |
| Planning Capital Management Corp | 0.65% | Reduce -12.8% | 13,971 | $927K |
| Prentice Wealth Management LLC | 0.29% | Reduce -1.5% | 13,556 | $899K |
| L.M. Kohn & Company | 0.24% | Add +48.8% | 12,741 | $869K |
| Jackson, Grant Investment Advisers, Inc. | 0.34% | Add +0.2% | 12,830 | $851K |
| Arthur M. Cohen & Associates, LLC | 0.16% | No change | 12,825 | $851K |
| Franklin Resources Inc. | 0.00% | Reduce -15.6% | 12,619 | $837K |
| Northern Trust Corp. | 0.00% | Reduce -19.7% | 12,571 | $834K |
| GenTrust, LLC | 0.05% | No change | 12,562 | $833K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +17.2% | 12,477 | $828K |
| Goldstein Advisors, LLC | 0.14% | Reduce -6.8% | 12,437 | $825K |
| Colonial River Investments, LLC | 0.43% | Add +1.9% | 12,029 | $798K |
| GeoWealth Management, LLC | 0.03% | Add +6.6% | 12,014 | $797K |
| Red Mountain Financial, LLC | 0.95% | — | 11,845 | $786K |
| US Financial Advisors, LLC | 0.26% | Add +2.6% | 11,757 | $780K |
| Wedbush Securities Inc. | 0.03% | Reduce -7.7% | 11,644 | $773K |
| Intrua Financial, LLC | 0.12% | Reduce -0.3% | 11,568 | $768K |
| Freestone Capital Holdings, LLC | 0.03% | Add +0.0% | 11,473 | $761K |
| Armbruster Capital Management, Inc. | 0.15% | Add +8.4% | 11,227 | $745K |
| Continuum Advisory, LLC | 0.11% | Reduce -2.3% | 11,046 | $733K |
| MBE Wealth Management, LLC | 0.44% | Reduce -0.3% | 10,896 | $723K |
| Manhattan West Asset Management, LLC | 0.19% | Reduce -1.3% | 10,755 | $714K |
| Vertex Planning Partners, LLC | 0.18% | Reduce -3.1% | 10,656 | $707K |
| Koshinski Asset Management, Inc. | 0.07% | Add +45.6% | 10,457 | $707K |
| Berger Financial Group, Inc | 0.06% | Reduce -19.2% | 10,605 | $704K |
| German American Bancorp, Inc. | 0.08% | No change | 10,525 | $698K |
| Sequent Planning LLC | 0.24% | Add +7.2% | 10,508 | $698K |
| Gibson Wealth Advisors LLC | 0.65% | No change | 10,500 | $697K |
| Texas Yale Capital Corp. | 0.03% | Reduce -0.2% | 10,446 | $693K |
| Signet Financial Management, LLC | 0.09% | Reduce -8.0% | 10,409 | $691K |
| OLIO Financial Planning | 0.29% | No change | 11,712 | $687K |
| Wiser Wealth Management, Inc | 0.21% | Reduce -1.9% | 10,122 | $672K |
| Tyler-Stone Wealth Management | 0.27% | Add +57.2% | 9,972 | $662K |
| DLK Investment Management, LLC | 0.27% | Reduce -1.6% | 9,962 | $661K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +1.2% | 9,902 | $657K |
| Flow Traders U.S. LLC | 0.03% | Add +153.5% | 9,854 | $654K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +4.6% | 9,810 | $651K |
| L & S Advisors Inc | 0.08% | Add +0.0% | 9,805 | $651K |
| Focus Partners Wealth | 0.00% | Add +20.5% | 9,447 | $627K |
| Patten Group, Inc. | 0.15% | Add +1.4% | 9,319 | $618K |
| Moseley Investment Management Inc. | 0.29% | Reduce -3.1% | 9,256 | $614K |
| Twelve Points Wealth Management LLC | 0.21% | Reduce -6.0% | 9,147 | $607K |
| Belpointe Asset Management LLC | 0.04% | Add +103.7% | 9,146 | $607K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 9,052 | $601K |
| Vista Investment Management | 0.24% | Reduce -5.6% | 9,035 | $599K |
| Bluespring Wealth Management, LLC | 0.06% | Reduce -5.2% | 8,899 | $590K |
| SlateStone Wealth, LLC | 0.06% | Reduce -0.3% | 8,805 | $584K |
| Arkadios Wealth Advisors | 0.04% | Reduce -31.9% | 8,736 | $580K |
| Robertson Stephens Wealth Management, LLC | 0.03% | No change | 8,730 | $579K |
| Independent Wealth Network Inc. | 0.27% | Add +0.3% | 8,613 | $571K |
| Legacy Capital Wealth Partners, LLC | 0.14% | New | 8,518 | $565K |
| Destiny Wealth Partners, LLC | 0.10% | Reduce -5.5% | 8,487 | $563K |
| Goodman Financial Corp | 0.12% | Add +18.6% | 8,437 | $560K |
| Darrow Company, Inc. | 0.36% | Reduce -0.3% | 8,329 | $553K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.3% | 8,094 | $537K |
| HUB Investment Partners, LLC | 0.03% | Reduce -8.8% | 7,995 | $530K |
| Financial Advocates Investment Management | 0.03% | Reduce -5.8% | 7,988 | $530K |
| BCK Partners, Inc. | 0.27% | Reduce -3.7% | 7,757 | $515K |
| Constant Guidance Financial LLC | 0.53% | Add +0.1% | 7,749 | $514K |
| RFG Holdings, Inc. | 0.19% | No change | 7,703 | $511K |
| WFA of San Diego, LLC | 0.46% | — | 7,697 | $511K |
| Lido Advisors, LLC | 0.00% | Add +0.0% | 7,639 | $507K |
| Paulson Wealth Management Inc. | 0.15% | Add +7.7% | 7,628 | $506K |
| Intrepid Financial Planning Group LLC | 0.22% | Reduce -0.0% | 7,589 | $504K |
| Cardiff Park Advisors, LLC | 0.05% | New | 7,567 | $502K |
| M&T Bank Corp | 0.00% | Reduce -21.7% | 7,550 | $501K |
| PrairieView Partners, LLC | 0.06% | No change | 7,486 | $496K |
| Crew Capital Management, Ltd | 0.40% | Add +4.8% | 7,455 | $495K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -3.1% | 7,447 | $494K |
| Successful Portfolios LLC | 0.33% | Add +1.1% | 7,221 | $479K |
| Tiaa Trust, National Association | 0.00% | Add +67.0% | 7,208 | $478K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.3% | 7,109 | $472K |
| Mgo One Seven LLC | 0.02% | Reduce -18.6% | 7,097 | $471K |
| Crumly & Associates Inc. | 0.13% | No change | 7,048 | $468K |
| Squire Investment Management Company, LLC | 0.27% | No change | 7,048 | $468K |
| Mission Wealth Management, LP | 0.01% | Add +0.0% | 7,022 | $466K |
| Ameritas Advisory Services, LLC | 0.02% | Add +7.8% | 7,018 | $466K |
| Comerica Bank | 0.00% | No change | 6,916 | $459K |
| Tidemark, LLC | 0.21% | Reduce -7.4% | 6,861 | $455K |
| Vestia Personal Wealth Advisors | 0.48% | — | 6,806 | $452K |
| Brighton Jones LLC | 0.01% | Add +0.4% | 6,777 | $450K |
| Flynn Zito Capital Management, LLC | 0.23% | Reduce -4.0% | 6,746 | $448K |
| Sanctuary Wealth Management, L.L.C. | 0.34% | Reduce -11.0% | 6,735 | $447K |
| Howard Wealth Management, LLC | 0.35% | Add +1.6% | 6,685 | $444K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -49.0% | 6,563 | $435K |
| Kelman-Lazarov, Inc. | 0.08% | Reduce -2.1% | 6,556 | $435K |
| Pinnacle Wealth Management Group, Inc. | 0.29% | No change | 6,548 | $434K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -11.8% | 6,497 | $431K |
| CFS Investment Advisory Services, LLC | 0.03% | No change | 6,478 | $430K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +7.0% | 6,465 | $429K |
| OMNI 360 Wealth, Inc. | 0.32% | Add +1.3% | 6,405 | $425K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.6% | 6,288 | $417K |
| RDA Financial Network | 0.14% | No change | 6,224 | $413K |
| Fusion Capital, LLC | 0.18% | Add +0.9% | 6,101 | $405K |
| Higgins & Schmidt Wealth Strategies LLC | 0.29% | No change | 6,074 | $403K |
| Assetmark, Inc. | 0.00% | Add +1508.2% | 6,063 | $402K |
| Arq Wealth Advisors, LLC | 0.17% | Reduce -22.4% | 6,026 | $400K |
| Gateway Wealth Partners, LLC | 0.12% | Reduce -18.1% | 6,025 | $400K |
| Quadcap Wealth Management, LLC | 0.07% | Add +0.3% | 6,015 | $399K |
| Vigilare Wealth Management | 0.18% | Add +0.2% | 5,976 | $396K |
| McKinley Carter Wealth Services, Inc. | 0.03% | No change | 5,919 | $393K |
| Cary Street Partners Asset Management LLC | 0.06% | Reduce -6.2% | 5,872 | $390K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -1.3% | 5,863 | $389K |
| Vawter Financial, Ltd. | 0.27% | Reduce -3.5% | 5,819 | $386K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +557.2% | 5,816 | $386K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.4% | 5,811 | $386K |
| Rockwood Wealth Management, LLC | 0.05% | Reduce -5.0% | 5,763 | $382K |
| IFP Advisors, Inc | 0.02% | Reduce -2.0% | 5,732 | $380K |
| Modera Wealth Management, LLC | 0.01% | No change | 5,642 | $374K |
| Falcon Wealth Planning | 0.05% | Reduce -0.1% | 5,641 | $374K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -8.2% | 5,631 | $374K |
| Northwest Capital Management Inc | 0.14% | Reduce -26.0% | 5,601 | $372K |
| Choreo, LLC | 0.01% | New | 5,500 | $365K |
| Truepoint, Inc. | 0.01% | No change | 5,491 | $364K |
| Kingsview Wealth Management, LLC | 0.01% | New | 5,491 | $364K |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.3% | 5,430 | $360K |
| Sightline Wealth Advisors, LLC | 0.22% | Reduce -7.7% | 5,419 | $360K |
| Fisher Asset Management | 0.00% | New | 5,393 | $358K |
| Moneco Advisors, LLC | 0.05% | Add +22.7% | 5,393 | $358K |
| True Wealth Design, LLC | 0.09% | Reduce -5.6% | 5,383 | $357K |
| Firethorn Wealth Partners, LLC | 0.20% | Add +0.3% | 5,348 | $355K |
| Country Club Bank | 0.02% | No change | 5,256 | $350K |
| Tudor Investment Corporation | 0.00% | New | 5,256 | $349K |
| Sanctuary Advisors, LLC | 0.00% | — | 5,480 | $341K |
| Lifeworks Advisors, LLC | 0.09% | Add +2.5% | 5,133 | $341K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5,106 | $339K |
| Johnson Bixby & Associates, LLC | 0.06% | Reduce -0.6% | 5,057 | $336K |
| Horst & Graben Wealth Management LLC | 0.06% | Add +0.8% | 4,981 | $330K |
| Adams Wealth Management | 0.07% | Reduce -16.9% | 4,858 | $322K |
| CacheTech Inc. | 0.07% | — | 4,858 | $322K |
| Future Financial Wealth Managment LLC | 0.28% | No change | 4,814 | $319K |
| Wedmont Private Capital | 0.02% | No change | 4,676 | $319K |
| Wilson & Boucher Capital Management, LLC | 0.24% | No change | 4,800 | $318K |
| Gradient Capital Advisors, LLC | 0.11% | Reduce -1.3% | 4,752 | $315K |
| Fourpath Capital Management, LLC | 0.23% | Reduce -1.5% | 4,709 | $312K |
| Beacon Capital Management, LLC | 0.06% | Add +1.0% | 4,698 | $312K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 4,697 | $312K |
| WJ Wealth Management, LLC | 0.11% | Reduce -0.0% | 4,674 | $310K |
| Qube Research & Technologies Ltd | 0.00% | Add +1327.4% | 4,582 | $304K |
| Partnership Wealth Management, LLC | 0.22% | Reduce -35.5% | 4,556 | $302K |
| Brewster Financial Planning LLC | 0.25% | Reduce -11.2% | 4,547 | $302K |
| Flagstone Financial Management | 0.11% | No change | 4,545 | $302K |
| Focused Wealth Management, Inc | 0.04% | Reduce -1.6% | 4,483 | $297K |
| Victory Financial Group, LLC | 0.14% | Reduce -4.3% | 4,427 | $294K |
| Donaldson Capital Management, LLC | 0.01% | No change | 4,421 | $293K |
| Root Financial Partners, LLC | 0.07% | New | 4,409 | $293K |
| Glassman Wealth Services | 0.05% | No change | 4,396 | $292K |
| DAVENPORT & Co LLC | 0.00% | No change | 4,339 | $288K |
| Retirement Planning Group, LLC | 0.02% | No change | 4,327 | $287K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -64.4% | 4,277 | $284K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.3% | 4,193 | $278K |
| Washburn Capital Management, Inc. | 0.20% | No change | 4,175 | $277K |
| Dechtman Wealth Management, LLC | 0.06% | Add +0.3% | 4,111 | $273K |
| Aspen Wealth Management LLC | 0.09% | Reduce -22.4% | 4,067 | $270K |
| Paragon Financial Partners, Inc. | 0.21% | Add +0.3% | 4,055 | $269K |
| Orin Green Financial, LLC | 0.12% | New | 3,955 | $262K |
| Tsfg, LLC | 0.06% | Add +0.0% | 3,933 | $261K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -0.6% | 3,875 | $257K |
| Baird Financial Group, Inc. | 0.00% | No change | 3,839 | $255K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 3,819 | $253K |
| Legacy Wealth Management, LLC / MS | 0.11% | No change | 3,781 | $251K |
| One Wealth Advisors, LLC | 0.05% | No change | 3,799 | $247K |
| Empower Advisory Group, LLC | 0.00% | Add +0.4% | 3,717 | $247K |
| Formidable Asset Management, LLC | 0.04% | Add +14.1% | 3,707 | $246K |
| Jones Financial Companies LLLP | 0.00% | New | 3,689 | $245K |
| Fort Point Capital Partners LLC | 0.03% | No change | 3,679 | $244K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -9.9% | 3,670 | $243K |
| BNP Paribas Financial Markets | 0.00% | New | 3,627 | $241K |
| McNaughton Wealth Management, LLC | 0.13% | Reduce -2.3% | 3,609 | $239K |
| Fortress Wealth Management, Inc. | 0.12% | No change | 3,592 | $238K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 3,510 | $233K |
| SMI Advisory Services, LLC | 0.06% | New | 3,445 | $233K |
| Trademark Financial Management, LLC | 0.19% | Add +0.2% | 3,475 | $231K |
| Lumbard & Kellner, LLC | 0.11% | Reduce -8.4% | 3,382 | $224K |
| Meridian Wealth Management, LLC | 0.03% | New | 3,321 | $220K |
| Flagship Private Wealth, LLC | 0.13% | Add +0.2% | 3,226 | $214K |
| Opes Wealth Management LLC | 0.04% | Reduce -0.8% | 3,219 | $214K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.9% | 3,215 | $213K |
| FSA Advisors, Inc. | 0.22% | New | 3,153 | $208K |
| MBM Wealth Consultants, LLC | 0.07% | New | 3,075 | $208K |
| Red Door Wealth Management, LLC | 0.04% | Add +0.3% | 3,131 | $208K |
| Atwood & Palmer Inc. | 0.02% | New | 3,122 | $207K |
| Valicenti Advisory Services Inc. | 0.06% | Reduce -47.9% | 3,125 | $207K |
| JB Capital LLC | 0.01% | New | 3,110 | $206K |
| Long Run Wealth Advisors, LLC | 0.05% | New | 3,108 | $206K |
| Bokf, NA | 0.00% | No change | 3,000 | $199K |
| Raleigh Capital Management Inc. | 0.08% | Reduce -0.3% | 2,838 | $188K |
| JNBA Financial Advisors | 0.02% | Reduce -6.3% | 2,789 | $185K |
| Prestige Wealth Management Group LLC | 0.04% | No change | 2,752 | $183K |
| Richard W. Paul & Associates, LLC | 0.06% | No change | 2,525 | $168K |
| Sunbelt Securities, Inc. | 0.02% | No change | 2,486 | $165K |
| CIBC Private Wealth Group LLC | 0.00% | Add +355.9% | 2,211 | $149K |
| Acropolis Investment Management, LLC | 0.01% | No change | 2,226 | $148K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 1,941 | $129K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,829 | $121K |
| MGB Wealth Management, LLC | 0.04% | Add +0.1% | 1,577 | $107K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,570 | $104K |
| Mather Group, Llc. | 0.00% | Reduce -28.1% | 1,540 | $99K |
| Iron Horse Wealth Management, LLC | 0.04% | Reduce -1.5% | 1,456 | $97K |
| Aspire Private Capital, LLC | 0.02% | No change | 1,375 | $91K |
| Lanark Financial, Inc. | 0.01% | Add +15.5% | 1,305 | $86K |
| Montag A & Associates Inc. | 0.00% | No change | 1,246 | $83K |
| Blair William & Co. | 0.00% | Reduce -16.8% | 1,202 | $80K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -67.5% | 1,112 | $74K |
| WealthCollab, LLC | 0.05% | No change | 1,106 | $73K |
| Fifth Third Bancorp | 0.00% | No change | 1,076 | $71K |
| Howe & Rusling Inc. | 0.01% | Add +0.4% | 1,052 | $70K |
| WR Wealth Planners, LLC | 0.02% | No change | 1,039 | $69K |
| Gradient Investments LLC | 0.00% | No change | 1,009 | $67K |
| Private Wealth Management Group, LLC | 0.03% | No change | 972 | $64K |
| Russell Investments Group, Ltd. | 0.00% | New | 940 | $62K |
| Ancora Advisors LLC | 0.00% | No change | 899 | $60K |
| Strategic Financial Concepts, LLC | 0.03% | Add +6024.9% | 1,075,658 | $59K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 827 | $55K |
| Principal Securities, Inc. | 0.00% | Add +259.1% | 826 | $55K |
| Spire Wealth Management | 0.00% | Reduce -29.2% | 758 | $50K |
| Compass Wealth Management LLC | 0.01% | Reduce -11.5% | 755 | $50K |
| NFSG Corp | 0.02% | New | 740 | $49K |
| PSI Advisors, LLC | 0.01% | Reduce -14.9% | 569 | $38K |
| Concord Wealth Partners | 0.01% | No change | 552 | $37K |
| 1620 Investment Advisors, Inc. | 0.03% | New | 492 | $33K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.2% | 482 | $32K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 480 | $32K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 444 | $29K |
| Global Wealth Strategies & Associates | 0.01% | No change | 437 | $29K |
| Kathleen S. Wright Associates Inc. | 0.01% | New | 431 | $29K |
| WASHINGTON TRUST Co | 0.00% | No change | 412 | $27K |
| US Bancorp \de | 0.00% | New | 400 | $27K |
| Operose Advisors LLC | 0.01% | New | 392 | $26K |
| Toth Financial Advisory Corp. | 0.00% | No change | 376 | $25K |
| Lindbrook Capital, LLC | 0.00% | No change | 325 | $22K |
| Anfield Capital Management, LLC | 0.01% | Add +35.9% | 314 | $21K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 310 | $21K |
| 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 +0.7% | 286 | $19K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 274 | $18K |
| Sound Income Strategies, LLC | 0.00% | Reduce -35.1% | 268 | $18K |
| Abound Wealth Management | 0.01% | Add +0.4% | 267 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 262 | $17K |
| Central Bank & Trust Co. | 0.00% | No change | 262 | $17K |
| Coston, McIsaac & Partners | 0.01% | No change | 262 | $17K |
| Realta Investment Advisors | 0.00% | No change | 209 | $14K |
| AdvisorNet Financial, Inc | 0.00% | No change | 167 | $11K |
| Cornerstone Planning Group LLC | 0.00% | New | 170 | $11K |
| Caldwell Trust Co | 0.00% | No change | 150 | $10K |
| Flputnam Investment Management Co. | 0.00% | New | 141 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.0% | 107 | $7K |
| Front Row Advisors LLC | 0.00% | No change | 107 | $7K |
| Oakworth Capital, Inc. | 0.00% | New | 106 | $7K |
| LGT Financial Advisors LLC | 0.01% | Add +0.9% | 106 | $7K |
| Tower View Wealth Management LLC | 0.00% | No change | 100 | $7K |
| 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% | Add +1.5% | 69 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +1.5% | 68 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 67 | $4K |
| Triad Wealth Partners, LLC | 0.00% | New | 64 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 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 |
| Hexagon Capital Partners LLC | 0.00% | No change | 40 | $3K |
| Bogart Wealth, LLC | 0.00% | New | 36 | $2K |
| McClarren Financial Advisors, Inc. | 0.01% | Reduce -92.2% | 1,990 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 24 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -22.2% | 21 | $1K |
| Farther Finance Advisors, LLC | 0.00% | New | 18 | $1K |
| Citigroup Inc. | 0.00% | New | 16 | $1K |
| Redmont Wealth Advisors LLC | 0.00% | New | 8 | $531 |
| Kessler Investment Group, LLC | 0.00% | No change | 8 | $531 |
| Simplex Trading, LLC | 0.00% | Reduce -99.8% | 8 | $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.