SS SPDR P S&P 1500 Comp ETFSPTMETF
13F holders, Q3 2024 (September 30)584holders +20
42new positions
23sold out
3famous investors
$70.40avg. 13F price*
At the end of Q3 2024, 584 institutions reported holding SS SPDR P S&P 1500 Comp ETF (SPTM) in their 13F filings, up 20 from Q2 2024. 42 opened new positions and 23 sold out. The largest holders were LPL Financial LLC ($610.9M), Cwm, LLC ($238.0M) and Private Advisor Group, LLC ($206.5M). 3 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR P S&P 1500 Comp ETF
- Filed as
- SPDR SER TR (Q3 2024)
- CUSIP
- 78464A805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $40.6M |
| Exits | 23 | $35.3M |
All 13F filers, Q2 2024 → Q3 2024: 5,056,324 shares bought and 4,285,611 shares sold, net +770,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 584 holders
| LPL Financial LLC | 0.27% | Reduce -0.7% | 8,719,643 | $610.9M |
| Cwm, LLC | 1.02% | Reduce -1.5% | 3,397,395 | $238.0M |
| Private Advisor Group, LLC | 1.28% | Reduce -0.5% | 2,948,173 | $206.5M |
| Envestnet Asset Management Inc. | 0.06% | Add +1.0% | 2,670,220 | $187.1M |
| Valmark Advisers, Inc. | 2.65% | Add +4.0% | 2,417,183 | $169.3M |
| Wealthcare Advisory Partners LLC | 4.29% | Reduce -0.3% | 2,148,663 | $150.5M |
| RFG Advisory, LLC | 4.07% | Add +49.4% | 1,906,333 | $133.6M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Reduce -4.0% | 1,672,558 | $117.2M |
| Professional Financial Advisors, LLC | 27.33% | Add +1.0% | 1,504,758 | $105.4M |
| Syntegra Private Wealth Group, LLC | 12.17% | Add +8.3% | 1,503,621 | $105.3M |
| Shepherd Financial Partners LLC | 12.50% | Add +1.8% | 1,483,764 | $104.0M |
| Ameriprise Financial Inc. | 0.03% | Reduce -5.9% | 1,428,582 | $100.1M |
| Osaic Holdings, Inc. | 0.21% | Add +3.5% | 1,319,845 | $92.5M |
| Morgan Stanley | 0.01% | Add +6.6% | 1,297,594 | $90.9M |
| Wealthquest Corp | 6.74% | Add +5.5% | 1,101,320 | $76.5M |
| Rockbridge Investment Management, LCC | 9.61% | Reduce -31.5% | 1,059,380 | $74.2M |
| Wells Fargo & Company | 0.02% | Add +40.1% | 1,010,600 | $70.8M |
| ARS Wealth Advisors Group, LLC | 8.59% | Reduce -0.8% | 998,052 | $69.9M |
| Allworth Financial LP | 0.41% | Add +3.9% | 971,070 | $68.0M |
| Modern Wealth Management, LLC | 3.69% | Reduce -3.2% | 857,772 | $60.1M |
| Stratos Wealth Partners, LTD. | 0.83% | Add +15.8% | 810,946 | $56.8M |
| Keener Financial Planning LLC | 36.59% | Reduce -3.0% | 797,802 | $55.9M |
| Financial Strategies Group, Inc. | 12.68% | Reduce -0.2% | 758,234 | $54.1M |
| Blueprint Investment Partners LLC | 9.26% | Reduce -24.9% | 729,286 | $51.1M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +196.0% | 690,290 | $48.4M |
| Weitzel Financial Services, Inc. | 22.03% | Reduce -0.8% | 675,354 | $46.9M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +29.6% | 653,667 | $45.8M |
| Bank of America Corp. | 0.00% | Add +1.1% | 650,196 | $45.6M |
| McClarren Financial Advisors, Inc. | 5.65% | Add +794.5% | 17,800 | $45.0M |
| Legacy Private Trust Co. | 2.93% | Reduce -2.1% | 622,920 | $43.6M |
| Rosenberg Matthew Hamilton | 10.90% | Add +13.2% | 594,864 | $41.7M |
| Cerity Partners LLC | 0.09% | Add +0.0% | 588,526 | $41.2M |
| Baltimore-Washington Financial Advisors, Inc. | 2.20% | Add +4.9% | 575,754 | $40.3M |
| Winch Advisory Services, LLC | 10.93% | Add +0.7% | 564,211 | $39.5M |
| Portfolio Strategies, Inc. | 5.32% | Add +2.0% | 562,970 | $39.4M |
| Royal Harbor Partners, LLC | 15.31% | Add +1.3% | 562,020 | $39.4M |
| Woodard & Co. Asset Management Group Inc. | 8.72% | Reduce -24.9% | 554,082 | $38.8M |
| Symphony Financial, Ltd. Co. | 5.90% | Add +1.9% | 511,683 | $35.7M |
| Jaffetilchin Investment Partners, LLC | 2.65% | Reduce -4.7% | 498,318 | $34.9M |
| Treasure Coast Financial Planning | 21.29% | Add +0.5% | 492,370 | $34.5M |
| Financial Enhancement Group LLC | 6.53% | Add +332.9% | 667,479 | $33.6M |
| Winthrop Advisory Group LLC | 3.97% | Add +1300.3% | 458,038 | $32.1M |
| GM Advisory Group, LLC | 1.88% | Reduce -0.5% | 448,290 | $31.4M |
| Park Avenue Securities LLC | 0.35% | Reduce -4.4% | 447,922 | $31.4M |
| N.E.W. Advisory Services LLC | 2.77% | Add +0.5% | 400,416 | $28.1M |
| Rinkey Investments | 8.94% | Reduce -38.4% | 394,444 | $27.6M |
| Waverly Advisors, LLC | 0.47% | Reduce -9.7% | 364,739 | $25.6M |
| Boston Standard Wealth Management, LLC | 4.92% | Reduce -0.1% | 360,694 | $25.3M |
| SigFig Wealth Management, LLC | 0.88% | Reduce -4.1% | 392,389 | $24.2M |
| Balefire, LLC | 8.15% | Reduce -15.7% | 344,654 | $24.1M |
| Advisors Capital Management, LLC | 0.39% | Reduce -10.2% | 342,401 | $24.0M |
| Geneos Wealth Management Inc. | 0.89% | Add +3.7% | 334,055 | $23.4M |
| Equitable Holdings, Inc. | 0.23% | Add +6.8% | 331,944 | $23.3M |
| Aquire Wealth Advisors, LLC | 7.13% | Reduce -1.6% | 324,170 | $22.7M |
| Jacobi Capital Management LLC | 1.69% | Add +2.4% | 319,560 | $22.4M |
| Fox Financial, Inc | 19.48% | Add +0.5% | 318,926 | $22.3M |
| RVW Wealth, LLC | 2.01% | Reduce -3.1% | 308,392 | $21.6M |
| Callan Capital, LLC | 1.46% | Reduce -0.9% | 298,710 | $20.9M |
| Capasso Planning Partners LLC | 6.16% | Add +3.2% | 298,106 | $20.9M |
| Annex Advisory Services, LLC | 0.64% | Reduce -1.9% | 283,296 | $19.8M |
| DORVAL Corp | 8.04% | Reduce -8.1% | 284,088 | $19.6M |
| Money Concepts Capital Corp. | 1.45% | Reduce -2.3% | 272,837 | $19.1M |
| Mariner, LLC | 0.03% | Add +12.9% | 268,695 | $18.8M |
| Compass Financial Group, INC | 3.65% | Reduce -1.9% | 265,282 | $18.6M |
| Parallel Advisors, LLC | 0.42% | Reduce -0.7% | 257,002 | $18.0M |
| Astor Investment Management LLC | 8.34% | Add +79.6% | 248,685 | $17.4M |
| Pure Financial Advisors, LLC | 0.41% | Reduce -1.6% | 242,114 | $17.0M |
| Royal Bank of Canada | 0.00% | Add +217.2% | 228,478 | $16.0M |
| BIP Wealth, LLC | 1.07% | Add +14.4% | 224,296 | $15.7M |
| Great Lakes Advisors, LLC | 0.13% | Reduce -1.0% | 218,940 | $15.3M |
| Capital Analysts, LLC | 0.56% | Add +45.4% | 195,019 | $13.7M |
| Bridgewealth Advisory Group, LLC | 4.93% | Add +7.4% | 193,354 | $13.5M |
| Capital Advisory Group Advisory Services, LLC | 5.26% | Add +2.1% | 188,634 | $13.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +53.7% | 182,331 | $12.8M |
| JPMorgan Chase & Co. | 0.00% | Add +14.3% | 180,038 | $12.6M |
| Retirement Capital Strategies | 4.90% | Reduce -2.4% | 178,776 | $12.5M |
| Zhang Financial LLC | 0.79% | Add +17.7% | 178,011 | $12.5M |
| AIFG Consultants Ltd. | 9.36% | Reduce -10.1% | 175,874 | $12.3M |
| Sentinel Pension Advisors, LLC | 2.36% | Reduce -1.0% | 174,968 | $12.3M |
| IAG Wealth Partners, LLC | 2.25% | Reduce -5.3% | 174,050 | $12.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.4% | 172,096 | $12.1M |
| MML Investors Services, LLC | 0.04% | Reduce -6.1% | 171,313 | $12.0M |
| Snowden Capital Advisors LLC | 0.35% | Reduce -0.8% | 168,341 | $11.8M |
| Ervin Investment Management, LLC | 7.49% | Add +0.7% | 166,679 | $11.7M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -5.0% | 164,215 | $11.5M |
| Facet Wealth, Inc. | 0.32% | Add +1.1% | 163,527 | $11.4M |
| G&S Capital LLC | 4.63% | Add +0.3% | 157,478 | $11.0M |
| Balentine LLC | 0.43% | Add +0.2% | 156,102 | $10.9M |
| Beacon Financial Group | 1.17% | Reduce -1.0% | 153,600 | $10.8M |
| HBW Advisory Services LLC | 1.56% | Add +0.3% | 152,393 | $10.7M |
| Investors Research Corp | 2.33% | Reduce -0.3% | 152,279 | $10.7M |
| Evensky & Katz LLC | 0.69% | Reduce -2.4% | 151,975 | $10.6M |
| Freedom Day Solutions, LLC | 3.25% | Add +2.1% | 149,069 | $10.4M |
| Arete Wealth Advisors, LLC | 0.89% | Add +1.5% | 148,589 | $10.4M |
| Creative Planning | 0.01% | Reduce -1.7% | 140,807 | $9.9M |
| Larson Financial Group LLC | 0.56% | Reduce -5.6% | 139,663 | $9.8M |
| IRON Financial LLC | 5.10% | Reduce -1.3% | 133,868 | $9.4M |
| Perennial Investment Advisors, LLC | 1.19% | Add +6.8% | 130,553 | $9.1M |
| Summit Investment Advisory Services, LLC | 4.81% | New | 129,398 | $9.1M |
| Truist Financial Corp. | 0.01% | Reduce -32.5% | 127,610 | $8.9M |
| Cannon Financial Strategists, Inc. | 1.55% | Add +0.1% | 126,950 | $8.9M |
| Trilogy Capital Inc. | 0.44% | Add +8.2% | 124,791 | $8.7M |
| Kestra Advisory Services, LLC | 0.05% | Add +12.1% | 121,449 | $8.5M |
| XML Financial, LLC | 0.79% | Add +37.1% | 120,859 | $8.5M |
| Bensler, LLC | 1.06% | Add +9.6% | 120,418 | $8.4M |
| Western Wealth Management, LLC | 0.46% | Add +10.3% | 115,604 | $8.1M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -11.6% | 114,028 | $8.0M |
| PAX Financial Group, LLC | 1.42% | Reduce -7.4% | 112,607 | $7.9M |
| Cary Street Partners Investment Advisory LLC | 0.29% | Reduce -1.4% | 112,114 | $7.9M |
| IHT Wealth Management, LLC | 0.22% | Add +4.1% | 108,662 | $7.6M |
| Redwood Financial Network Corp | 5.88% | Add +7.4% | 107,331 | $7.5M |
| Independent Financial Group, LLC | 0.27% | Add +1.6% | 105,680 | $7.4M |
| SFG Wealth Management, LLC. | 3.92% | Reduce -0.2% | 105,381 | $7.4M |
| Citadel Advisors | 0.01% | New | 102,951 | $7.2M |
| Captrust Financial Advisors | 0.02% | Add +4.9% | 102,859 | $7.2M |
| Global Retirement Partners, LLC | 0.21% | Add +6.1% | 98,814 | $6.9M |
| FreeGulliver LLC | 3.95% | Reduce -0.2% | 94,961 | $6.7M |
| KWB Wealth | 0.86% | Add +1.4% | 99,535 | $6.6M |
| Flagship Harbor Advisors, LLC | 0.36% | Reduce -1.9% | 93,962 | $6.6M |
| Treynor Bancshares, Inc. | 6.73% | Reduce -9.3% | 93,764 | $6.6M |
| Cascade Investment Group, Inc. | 4.79% | Add +1.2% | 93,222 | $6.5M |
| Collaborative Wealth Managment Inc. | 2.91% | Add +4.0% | 91,734 | $6.4M |
| Savant Capital, LLC | 0.05% | Reduce -4.8% | 91,120 | $6.4M |
| Tempus Wealth Planning, LLC | 2.34% | Add +0.3% | 91,035 | $6.4M |
| Sterneck Capital Management, LLC | 3.39% | Add +10.4% | 89,490 | $6.3M |
| Breakwater Investment Management | 2.62% | Add +7.0% | 89,424 | $6.3M |
| Cabot Wealth Management Inc. | 0.78% | Add +5.0% | 89,357 | $6.3M |
| Harbour Investments, Inc. | 0.19% | Reduce -0.4% | 89,246 | $6.3M |
| Raymond James & Associates | 0.00% | Add +4.3% | 87,512 | $6.1M |
| UBS Group AG | 0.00% | Add +39.8% | 86,918 | $6.1M |
| Mutual Advisors, LLC | 0.17% | Reduce -3.6% | 84,257 | $6.0M |
| Capital Group Private Client Services, Inc. | 0.06% | New | 84,925 | $5.9M |
| Atria Investments, Inc | 0.07% | Add +88.4% | 82,444 | $5.8M |
| Exchange Capital Management, Inc. | 0.88% | Add +6.7% | 79,305 | $5.6M |
| Integrated Capital Management, Inc. | 4.28% | Add +4.4% | 79,070 | $5.5M |
| Isthmus Partners, LLC | 0.65% | Reduce -0.1% | 77,803 | $5.5M |
| Cetera Investment Advisers | 0.01% | Add +4.8% | 76,717 | $5.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -30.4% | 76,100 | $5.3M |
| Values Added Financial LLC | 3.33% | Reduce -0.4% | 75,477 | $5.3M |
| Roundview Capital LLC | 0.37% | Add +6.0% | 73,831 | $5.2M |
| TKG Advisors, LLC | 2.48% | Add +0.8% | 71,856 | $5.0M |
| FMR LLC | 0.00% | Add +21.4% | 71,684 | $5.0M |
| Tudor Investment Corporation | 0.05% | Add +1259.6% | 71,462 | $5.0M |
| Slagle Financial, LLC | 2.21% | Add +0.3% | 71,114 | $5.0M |
| Roble, Belko & Company, Inc | 0.77% | Add +109.4% | 69,932 | $4.9M |
| Peterson Wealth Advisors, LLC | 0.92% | Reduce -3.4% | 69,613 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Add +4.8% | 67,411 | $4.7M |
| Aldebaran Financial Inc. | 5.53% | Add +1.0% | 66,915 | $4.7M |
| Austin Wealth Management, LLC | 1.01% | Add +0.3% | 66,651 | $4.6M |
| Beam Wealth Advisors, Inc. | 1.39% | Reduce -0.6% | 65,257 | $4.6M |
| Trinity Wealth Management, LLC | 2.03% | Add +0.1% | 63,022 | $4.4M |
| Advocacy Wealth Management, LLC | 0.35% | Add +6.4% | 62,908 | $4.4M |
| TD Capital Management LLC | 0.43% | Add +11.1% | 61,678 | $4.3M |
| Journey Advisory Group, LLC | 0.51% | Reduce -2.7% | 64,291 | $4.3M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -2.3% | 60,330 | $4.2M |
| Corient Private Wealth LP | 0.01% | Reduce -16.8% | 59,635 | $4.2M |
| LVM Capital Management Ltd. | 0.47% | No change | 62,709 | $4.2M |
| CGN Advisors LLC | 0.42% | Add +0.2% | 59,377 | $4.2M |
| Legacy Capital Group California, Inc. | 1.38% | Add +97.7% | 59,227 | $4.1M |
| Greenleaf Trust | 0.04% | Add +0.4% | 57,981 | $4.1M |
| Apeiron RIA LLC | 1.13% | Add +6.7% | 56,088 | $3.9M |
| Advisory Services Network, LLC | 0.08% | No change | 58,590 | $3.9M |
| Praetorian Wealth Management, Inc. | 0.95% | Reduce -12.4% | 54,415 | $3.8M |
| Good Life Advisors, LLC | 0.23% | Reduce -6.8% | 54,109 | $3.8M |
| AE Wealth Management LLC | 0.03% | Add +25.8% | 52,145 | $3.7M |
| JT Stratford LLC | 0.62% | Add +0.9% | 51,926 | $3.6M |
| Graypoint LLC | 0.23% | Add +3.0% | 51,552 | $3.6M |
| Dagco, Inc. | 1.42% | Reduce -2.4% | 49,494 | $3.5M |
| Aptus Capital Advisors, LLC | 0.05% | Add +65.6% | 47,783 | $3.3M |
| Avior Wealth Management, LLC | 0.13% | Reduce -1.4% | 46,518 | $3.3M |
| Focus Partners Wealth | 0.01% | Add +384.9% | 45,804 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -6.5% | 45,765 | $3.2M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -6.5% | 45,765 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.2% | 45,649 | $3.2M |
| Compass Financial Group, Inc. | 1.46% | Reduce -0.4% | 44,919 | $3.1M |
| Advisor OS, LLC | 0.31% | Add +0.2% | 44,099 | $3.1M |
| Equita Financial Network, Inc. | 1.12% | Reduce -2.9% | 43,613 | $3.1M |
| MJP Associates Inc. | 0.58% | Reduce -2.9% | 43,290 | $3.0M |
| Dogwood Wealth Management LLC | 1.74% | Add +0.9% | 43,168 | $3.0M |
| Householder Group Estate & Retirement Specialist, LLC | 0.86% | Add +1.2% | 42,324 | $3.0M |
| Sentinel Trust Co. Lba | 0.33% | Reduce -33.8% | 41,907 | $2.9M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -23.3% | 40,949 | $2.9M |
| Pitcairn Co. | 0.17% | New | 40,895 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +7.7% | 40,331 | $2.8M |
| Altus Wealth Group LLC | 1.15% | Reduce -3.8% | 38,526 | $2.7M |
| Orca Investment Management, LLC | 2.40% | Reduce -43.5% | 38,031 | $2.7M |
| Sfmg, LLC | 0.21% | Reduce -2.5% | 37,607 | $2.6M |
| Bank of Hawaii | 0.11% | Add +24.2% | 36,768 | $2.6M |
| Strategic Financial Planning, Inc. | 1.55% | Reduce -6.7% | 33,460 | $2.3M |
| Fingerlakes Wealth Management, Inc. | 1.94% | Reduce -2.6% | 33,248 | $2.3M |
| Betterment LLC | 0.01% | Add +3.5% | 33,004 | $2.3M |
| Two Sigma Advisers, LP | 0.01% | Reduce -62.8% | 32,200 | $2.3M |
| Priebe Wealth Holdings LLC | 1.64% | Reduce -16.2% | 32,095 | $2.2M |
| Legacy Advisory Services, LLC | 1.93% | Reduce -0.3% | 32,094 | $2.2M |
| Jane Street Group, LLC | 0.00% | New | 31,975 | $2.2M |
| Financial Gravity Companies, Inc. | 0.60% | — | 31,963 | $2.2M |
| CreativeOne Wealth, LLC | 0.08% | Add +89.4% | 31,927 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -8.8% | 31,647 | $2.2M |
| Raab & Moskowitz Asset Management LLC | 0.56% | Reduce -2.5% | 31,643 | $2.2M |
| Quent Capital, LLC | 0.22% | Add +6.3% | 30,671 | $2.1M |
| Wade Financial Advisory, Inc | 0.72% | Reduce -1.1% | 30,629 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +13.2% | 30,583 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | No change | 30,163 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Reduce -3.2% | 30,070 | $2.1M |
| Tennessee Valley Asset Management Partners | 0.35% | Add +7.4% | 29,787 | $2.1M |
| Merit Financial Group, LLC | 0.05% | Reduce -2.2% | 29,223 | $2.0M |
| Founders Financial Alliance, LLC | 0.56% | Add +1.7% | 28,788 | $2.0M |
| Sheets Smith Wealth Management | 0.25% | Reduce -0.4% | 28,753 | $2.0M |
| Investment Planning Advisors, Inc. | 1.01% | No change | 29,810 | $2.0M |
| Westside Investment Management, Inc. | 0.42% | Reduce -0.5% | 27,906 | $2.0M |
| Nicolet Advisory Services, LLC | 0.18% | Reduce -6.6% | 28,149 | $2.0M |
| Wealth Advisory Solutions, LLC | 0.53% | Add +6.8% | 27,713 | $1.9M |
| Broderick Brian C | 0.38% | Reduce -1.1% | 27,700 | $1.9M |
| Claro Advisors Inc. | 0.25% | Add +8.6% | 27,419 | $1.9M |
| Oakwell Private Wealth Management, LLC | 0.55% | Reduce -1.2% | 27,133 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +39.5% | 26,830 | $1.9M |
| Fernwood Investment Management, LLC | 0.61% | Reduce -19.8% | 26,784 | $1.9M |
| Cahill Wealth Management, LLC | 0.96% | Reduce -18.2% | 26,689 | $1.9M |
| Tyler-Stone Wealth Management | 0.35% | Add +167.2% | 26,645 | $1.9M |
| Annapolis Financial Services, LLC | 0.55% | Reduce -0.1% | 26,639 | $1.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -0.8% | 26,092 | $1.8M |
| Towercrest Capital Management | 0.29% | Reduce -1.5% | 25,790 | $1.8M |
| Cambridge Financial Group, LLC | 0.75% | Reduce -2.8% | 25,750 | $1.8M |
| Wrenne Financial Planning LLC | 1.07% | Add +3.0% | 25,750 | $1.8M |
| Northwest Wealth Management, LLC | 0.42% | Reduce -3.0% | 25,670 | $1.8M |
| Wellington Wealth Strategies, LLC. | 1.35% | New | 25,688 | $1.8M |
| Brookstone Capital Management | 0.03% | Add +6.5% | 25,314 | $1.8M |
| Journey Strategic Wealth LLC | 0.06% | New | 25,286 | $1.8M |
| Sigma Planning Corp | 0.05% | Reduce -2.4% | 25,190 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.4% | 25,286 | $1.8M |
| JFS Wealth Advisors, LLC | 0.12% | Add +4.8% | 24,683 | $1.7M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -1.3% | 23,937 | $1.7M |
| Seaside Wealth Management, Inc. | 0.62% | No change | 23,405 | $1.6M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -1.4% | 22,731 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Add +89.6% | 22,774 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | Reduce -1.0% | 22,639 | $1.6M |
| Alliance Wealth Management Group | 0.42% | Reduce -1.6% | 22,611 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -16.3% | 22,188 | $1.6M |
| WealthPLAN Partners, LLC | 0.20% | Reduce -23.0% | 21,548 | $1.5M |
| Morling Financial Advisors, LLC | 0.57% | Reduce -0.9% | 21,360 | $1.5M |
| FMA Wealth Management, LLC | 1.08% | Add +4.3% | 21,352 | $1.5M |
| Colton Groome Financial Advisors, LLC | 0.56% | Add +2.5% | 21,205 | $1.5M |
| Stevens Capital Partners | 0.71% | Add +0.5% | 21,131 | $1.5M |
| SpiderRock Advisors, LLC | 0.03% | Add +32.2% | 21,091 | $1.5M |
| Sunburst Financial Group, LLC | 0.37% | No change | 21,089 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -2.2% | 21,005 | $1.5M |
| Advance Capital Management, Inc. | 0.07% | Reduce -1.1% | 20,952 | $1.5M |
| FSA Wealth Management LLC | 0.58% | — | 20,833 | $1.5M |
| LJI Wealth Management, LLC | 0.30% | Reduce -3.4% | 20,699 | $1.5M |
| Wooster Corthell Wealth Management, Inc. | 0.31% | Reduce -2.6% | 20,686 | $1.4M |
| LexAurum Advisors, LLC | 0.32% | Add +0.0% | 20,629 | $1.4M |
| Better Money Decisions, LLC | 1.01% | Add +3.7% | 20,356 | $1.4M |
| Sharper & Granite LLC | 0.63% | Reduce -5.7% | 20,216 | $1.4M |
| Simplicity Wealth,LLC | 0.13% | Reduce -56.7% | 20,173 | $1.4M |
| Jackson, Grant Investment Advisers, Inc. | 0.53% | Add +56.9% | 20,126 | $1.4M |
| Westwood Holdings Group Inc. | 0.01% | No change | 19,863 | $1.4M |
| Telos Capital Management, Inc. | 0.15% | Reduce -1.5% | 19,852 | $1.4M |
| Private Wealth Group, LLC | 0.69% | Add +1.1% | 19,769 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +512.4% | 19,689 | $1.4M |
| Strategic Blueprint, LLC | 0.09% | Reduce -3.0% | 19,687 | $1.4M |
| Stewardship Advisors, LLC | 0.39% | No change | 19,630 | $1.4M |
| Axxcess Wealth Management, LLC | 0.03% | Add +20.0% | 19,448 | $1.4M |
| WCG Wealth Advisors LLC | 0.09% | Add +0.2% | 19,260 | $1.3M |
| Asset Dedication, LLC | 0.09% | Reduce -42.3% | 19,214 | $1.3M |
| Financial Sense Advisors, Inc. | 0.37% | Add +19.6% | 19,196 | $1.3M |
| Alta Wealth Advisors LLC | 0.61% | Add +1.9% | 19,172 | $1.3M |
| Townsquare Capital LLC | 0.02% | Reduce -3.1% | 19,128 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.18% | Reduce -3.1% | 18,633 | $1.3M |
| Astoria Strategic Wealth, Inc. | 0.38% | Reduce -12.1% | 18,608 | $1.3M |
| Lifeworks Advisors, LLC | 0.26% | Add +260.9% | 18,527 | $1.3M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -0.6% | 17,981 | $1.3M |
| VCI Wealth Management LLC | 0.56% | Reduce -19.4% | 17,924 | $1.3M |
| Blue Edge Capital, LLC | 0.20% | Add +0.0% | 17,908 | $1.3M |
| Root Financial Partners, LLC | 0.20% | Add +305.4% | 17,875 | $1.3M |
| Glenview Trust Co | 0.02% | Reduce -4.1% | 17,861 | $1.3M |
| Richard P Slaughter Associates Inc | 0.29% | Add +3.1% | 17,827 | $1.2M |
| Echo Wealth Management, LLC | 0.87% | Reduce -23.3% | 17,628 | $1.2M |
| Coppell Advisory Solutions LLC | 0.18% | Reduce -5.0% | 17,605 | $1.2M |
| First Horizon Advisors, Inc. | 0.03% | No change | 17,446 | $1.2M |
| Blake Schutter Theil Wealth Advisors, LLC | 0.85% | — | 16,988 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -0.3% | 16,971 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 16,869 | $1.2M |
| Proficio Capital Partners LLC | 0.12% | No change | 16,726 | $1.2M |
| Strategic Financial Concepts, LLC | 0.36% | Reduce -98.5% | 16,248 | $1.1M |
| Insight Advisors, LLC/ PA | 0.20% | Add +2.9% | 16,036 | $1.1M |
| Leeward Financial Partners, LLC | 0.42% | Add +0.3% | 16,029 | $1.1M |
| Private Trust Co. NA | 0.11% | Reduce -1.6% | 15,774 | $1.1M |
| Sutton Place Investors LLC | 0.66% | No change | 15,416 | $1.1M |
| Legacy Capital Wealth Partners, LLC | 0.22% | Add +80.6% | 15,386 | $1.1M |
| Waller Financial Planning Group, Inc. | 0.26% | Reduce -1.7% | 15,166 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +96.2% | 14,984 | $1.0M |
| L.M. Kohn & Company | 0.26% | Add +16.3% | 14,816 | $1.0M |
| Bernardo Wealth Planning LLC | 0.25% | Reduce -1.9% | 14,421 | $1.0M |
| Nikulski Financial, Inc. | 0.30% | Add +0.7% | 14,452 | $1.0M |
| NorthRock Partners, LLC | 0.03% | Add +0.0% | 14,139 | $991K |
| Penobscot Wealth Management | 0.53% | Add +1.6% | 14,034 | $983K |
| Renaissance Technologies | 0.00% | Reduce -37.2% | 13,700 | $960K |
| TLWM | 0.19% | Reduce -7.4% | 13,545 | $949K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +212.1% | 13,347 | $935K |
| Prentice Wealth Management LLC | 0.28% | Reduce -1.6% | 13,335 | $934K |
| Planning Capital Management Corp | 0.61% | Reduce -5.8% | 13,154 | $922K |
| Virtue Capital Management, LLC | 0.18% | Reduce -8.5% | 12,881 | $902K |
| Red Mountain Financial, LLC | 0.95% | Add +7.6% | 12,743 | $893K |
| Arthur M. Cohen & Associates, LLC | 0.16% | No change | 12,825 | $891K |
| Franklin Resources Inc. | 0.00% | Reduce -1.3% | 12,454 | $889K |
| Wedbush Securities Inc. | 0.03% | Add +8.5% | 12,634 | $885K |
| Northern Trust Corp. | 0.00% | No change | 12,571 | $881K |
| GenTrust, LLC | 0.04% | No change | 12,562 | $880K |
| 1620 Investment Advisors, Inc. | 0.64% | Reduce -26.4% | 362 | $873K |
| Armbruster Capital Management, Inc. | 0.17% | Add +9.1% | 12,245 | $858K |
| Goldstein Advisors, LLC | 0.13% | Reduce -1.7% | 12,223 | $856K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +49962.5% | 12,015 | $842K |
| WNY Asset Management, LLC | 0.10% | Reduce -87.0% | 11,736 | $822K |
| US Financial Advisors, LLC | 0.25% | Reduce -0.9% | 11,649 | $816K |
| Intrua Financial, LLC | 0.13% | Reduce -0.0% | 11,565 | $810K |
| Colonial River Investments, LLC | 0.40% | Reduce -4.0% | 11,546 | $809K |
| CoreCap Advisors, LLC | 0.04% | Reduce -18.4% | 11,512 | $807K |
| Freestone Capital Holdings, LLC | 0.03% | Add +0.0% | 11,475 | $804K |
| Prosperity Financial Group, Inc. | 0.45% | Reduce -19.2% | 11,392 | $798K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -9.7% | 11,268 | $789K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -51.8% | 11,230 | $787K |
| Sequent Planning LLC | 0.27% | Add +5.9% | 11,125 | $779K |
| MBE Wealth Management, LLC | 0.42% | Add +0.1% | 10,908 | $764K |
| Vertex Planning Partners, LLC | 0.18% | Add +2.3% | 10,902 | $764K |
| DLK Investment Management, LLC | 0.29% | Add +9.2% | 10,879 | $762K |
| L & S Advisors Inc | 0.09% | Add +10.9% | 10,877 | $762K |
| First Trust Direct Indexing L.P. | 0.04% | New | 10,868 | $761K |
| Continuum Advisory, LLC | 0.10% | Reduce -5.0% | 10,491 | $761K |
| Koshinski Asset Management, Inc. | 0.06% | Add +2.1% | 10,681 | $748K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +6.5% | 10,550 | $739K |
| German American Bancorp, Inc. | 0.08% | No change | 10,525 | $737K |
| Gibson Wealth Advisors LLC | 0.60% | No change | 10,500 | $736K |
| Berger Financial Group, Inc | 0.05% | Reduce -1.1% | 10,488 | $735K |
| HRT Financial LP | 0.00% | New | 10,474 | $733K |
| Texas Yale Capital Corp. | 0.03% | No change | 10,446 | $732K |
| Signet Financial Management, LLC | 0.09% | Add +0.0% | 10,413 | $730K |
| Ritholtz Wealth Management | 0.02% | Reduce -41.8% | 10,337 | $724K |
| Manhattan West Asset Management, LLC | 0.18% | Reduce -5.6% | 10,157 | $712K |
| Wiser Wealth Management, Inc | 0.20% | Reduce -1.8% | 9,944 | $697K |
| OLIO Financial Planning | 0.29% | No change | 11,712 | $687K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -2.0% | 9,615 | $674K |
| Belpointe Asset Management LLC | 0.04% | Add +2.6% | 9,381 | $657K |
| Private Capital Management LLC | 0.12% | Reduce -63.0% | 9,368 | $656K |
| Patten Group, Inc. | 0.15% | Add +0.1% | 9,324 | $653K |
| Jones Financial Companies LLLP | 0.00% | Add +150.1% | 9,227 | $644K |
| WealthPlan Investment Management, LLC | 0.06% | New | 9,066 | $635K |
| Clark Capital Management Group, Inc. | 0.00% | New | 9,057 | $635K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 9,052 | $634K |
| Moseley Investment Management Inc. | 0.25% | Reduce -2.8% | 8,996 | $630K |
| Vista Investment Management | 0.24% | Reduce -0.7% | 8,972 | $629K |
| Twelve Points Wealth Management LLC | 0.20% | Reduce -2.7% | 8,904 | $624K |
| Choreo, LLC | 0.01% | Add +61.6% | 8,891 | $617K |
| SlateStone Wealth, LLC | 0.06% | No change | 8,805 | $617K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 8,730 | $612K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.3% | 8,604 | $603K |
| Goodman Financial Corp | 0.13% | Add +1.7% | 8,583 | $601K |
| Bank of New York Mellon Corp | 0.00% | Add +57.9% | 8,571 | $600K |
| Voisard Asset Management Group, Inc. | 0.25% | New | 8,494 | $595K |
| DAVENPORT & Co LLC | 0.00% | Add +94.7% | 8,448 | $592K |
| Darrow Company, Inc. | 0.34% | Reduce -0.1% | 8,322 | $583K |
| Independent Wealth Network Inc. | 0.26% | Reduce -4.0% | 8,267 | $579K |
| Arkadios Wealth Advisors | 0.03% | Reduce -6.3% | 8,188 | $574K |
| Crew Capital Management, Ltd | 0.46% | Add +8.8% | 8,112 | $568K |
| Arlington Trust Co LLC | 0.12% | New | 8,111 | $568K |
| Fourpath Capital Management, LLC | 0.10% | Add +70.2% | 8,013 | $561K |
| Avantax Advisory Services, Inc. | 0.00% | Add +12.3% | 7,987 | $560K |
| Destiny Wealth Partners, LLC | 0.10% | Reduce -5.9% | 7,984 | $559K |
| Bluespring Wealth Management, LLC | 0.06% | Reduce -11.1% | 7,912 | $554K |
| BCK Partners, Inc. | 0.26% | Add +2.0% | 7,910 | $554K |
| RFG Holdings, Inc. | 0.19% | No change | 7,703 | $540K |
| Paulson Wealth Management Inc. | 0.14% | No change | 7,628 | $534K |
| Cardiff Park Advisors, LLC | 0.05% | Add +0.3% | 7,591 | $532K |
| Intrepid Financial Planning Group LLC | 0.23% | No change | 7,589 | $532K |
| Kingsview Wealth Management, LLC | 0.01% | Add +36.5% | 7,494 | $525K |
| PrairieView Partners, LLC | 0.05% | No change | 7,486 | $524K |
| WFA of San Diego, LLC | 0.44% | Reduce -3.5% | 7,427 | $520K |
| HUB Investment Partners, LLC | 0.02% | Reduce -7.9% | 7,366 | $516K |
| Constant Guidance Financial LLC | 0.44% | Reduce -5.1% | 7,354 | $515K |
| Ameritas Advisory Services, LLC | 0.02% | Add +3.9% | 7,292 | $511K |
| Tiaa Trust, National Association | 0.00% | No change | 7,208 | $505K |
| Mgo One Seven LLC | 0.02% | No change | 7,097 | $497K |
| Crumly & Associates Inc. | 0.14% | No change | 7,048 | $494K |
| Squire Investment Management Company, LLC | 0.23% | No change | 7,048 | $494K |
| Legacy Wealth Management, LLC / MS | 0.18% | Add +85.8% | 7,027 | $492K |
| Mission Wealth Management, LP | 0.01% | Add +0.1% | 7,026 | $492K |
| Howard Bailey Securities, LLC | 0.19% | — | 6,987 | $490K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +7.9% | 6,978 | $489K |
| Sanctuary Advisors, LLC | 0.00% | Add +21.9% | 6,678 | $487K |
| Comerica Bank | 0.00% | No change | 6,916 | $485K |
| Vestia Personal Wealth Advisors | 0.45% | Add +0.0% | 6,809 | $477K |
| Flynn Zito Capital Management, LLC | 0.23% | Add +0.5% | 6,780 | $475K |
| Sanctuary Wealth Management, L.L.C. | 0.34% | No change | 6,735 | $472K |
| Howard Wealth Management, LLC | 0.27% | Add +0.3% | 6,704 | $470K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.5% | 6,593 | $462K |
| Kelman-Lazarov, Inc. | 0.08% | No change | 6,556 | $459K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -13.7% | 6,425 | $450K |
| Brighton Jones LLC | 0.02% | Reduce -5.3% | 6,421 | $450K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +14.0% | 6,420 | $450K |
| Keystone Financial Group | 0.06% | New | 6,418 | $450K |
| Pinnacle Wealth Management Group, Inc. | 0.28% | Reduce -2.3% | 6,395 | $448K |
| Triumph Capital Management | 0.16% | Reduce -57.3% | 6,298 | $441K |
| Successful Portfolios LLC | 0.30% | Reduce -12.8% | 6,296 | $441K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,288 | $441K |
| Sightline Wealth Advisors, LLC | 0.24% | Add +14.9% | 6,229 | $436K |
| RDA Financial Network | 0.14% | No change | 6,224 | $436K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -4.6% | 6,200 | $434K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -85.1% | 6,142 | $430K |
| Fusion Capital, LLC | 0.18% | Add +0.3% | 6,122 | $429K |
| Higgins & Schmidt Wealth Strategies LLC | 0.27% | No change | 6,074 | $426K |
| Quadcap Wealth Management, LLC | 0.07% | Add +0.6% | 6,049 | $424K |
| T. Rowe Price Associates Inc. | 0.00% | New | 5,983 | $420K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 5,816 | $415K |
| Vigilare Wealth Management | 0.17% | Reduce -1.7% | 5,877 | $412K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -0.9% | 5,865 | $411K |
| Vawter Financial, Ltd. | 0.25% | No change | 5,819 | $408K |
| Rockwood Wealth Management, LLC | 0.04% | No change | 5,763 | $404K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 5,738 | $402K |
| Moneco Advisors, LLC | 0.05% | Add +6.3% | 5,731 | $402K |
| Truepoint, Inc. | 0.01% | Add +3.4% | 5,677 | $398K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.6% | 5,661 | $397K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.1% | 5,634 | $395K |
| M&T Bank Corp | 0.00% | Reduce -25.7% | 5,610 | $393K |
| Northwest Capital Management Inc | 0.14% | Add +0.0% | 5,602 | $393K |
| Arq Wealth Advisors, LLC | 0.15% | Reduce -6.0% | 5,667 | $390K |
| Gateway Wealth Partners, LLC | 0.11% | Reduce -9.5% | 5,454 | $382K |
| Firethorn Wealth Partners, LLC | 0.19% | Add +1.0% | 5,402 | $378K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -16.8% | 5,392 | $378K |
| Horst & Graben Wealth Management LLC | 0.07% | Add +7.7% | 5,362 | $376K |
| Adams Wealth Management | 0.08% | Add +8.6% | 5,276 | $370K |
| CacheTech Inc. | 0.08% | Add +8.6% | 5,276 | $370K |
| Falcon Wealth Planning | 0.04% | Reduce -6.8% | 5,258 | $368K |
| Country Club Bank | 0.02% | No change | 5,256 | $367K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5,106 | $358K |
| Cary Street Partners Asset Management LLC | 0.05% | Reduce -13.2% | 5,095 | $357K |
| Raleigh Capital Management Inc. | 0.14% | Add +78.0% | 5,052 | $354K |
| Partnership Wealth Management, LLC | 0.24% | Add +6.6% | 4,856 | $340K |
| Future Financial Wealth Managment LLC | 0.24% | No change | 4,814 | $337K |
| Wilson & Boucher Capital Management, LLC | 0.23% | No change | 4,800 | $336K |
| Gradient Capital Advisors, LLC | 0.11% | No change | 4,752 | $333K |
| Financial Advocates Investment Management | 0.02% | Reduce -40.6% | 4,742 | $331K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 4,697 | $329K |
| Johnson Bixby & Associates, LLC | 0.05% | Reduce -7.4% | 4,682 | $328K |
| WJ Wealth Management, LLC | 0.12% | No change | 4,674 | $327K |
| Concorde Asset Management, LLC | 0.18% | New | 4,651 | $326K |
| Wedmont Private Capital | 0.02% | No change | 4,676 | $324K |
| Lloyd Advisory Services, LLC. | 0.16% | New | 4,600 | $322K |
| Brewster Financial Planning LLC | 0.25% | No change | 4,547 | $319K |
| Flagstone Financial Management | 0.11% | No change | 4,545 | $318K |
| Beacon Capital Management, LLC | 0.05% | Reduce -3.5% | 4,536 | $318K |
| Empower Advisory Group, LLC | 0.00% | Add +21.5% | 4,516 | $316K |
| Donaldson Capital Management, LLC | 0.01% | No change | 4,421 | $310K |
| Glassman Wealth Services | 0.05% | No change | 4,396 | $308K |
| OMNI 360 Wealth, Inc. | 0.21% | Reduce -31.5% | 4,390 | $308K |
| Focused Wealth Management, Inc | 0.04% | Reduce -2.5% | 4,371 | $306K |
| Retirement Planning Group, LLC | 0.02% | Reduce -0.1% | 4,322 | $303K |
| MAI Capital Management | 0.00% | New | 4,208 | $295K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.3% | 4,206 | $295K |
| &partners | 0.01% | New | 4,191 | $294K |
| Washburn Capital Management, Inc. | 0.21% | No change | 4,175 | $293K |
| F/m Investments LLC | 0.01% | New | 4,158 | $290K |
| Dechtman Wealth Management, LLC | 0.06% | Add +0.3% | 4,124 | $289K |
| Paragon Financial Partners, Inc. | 0.21% | Add +0.2% | 4,064 | $285K |
| Aspen Wealth Management LLC | 0.09% | Reduce -1.6% | 4,000 | $280K |
| Orin Green Financial, LLC | 0.12% | No change | 3,955 | $277K |
| GTS Securities LLC | 0.01% | New | 3,946 | $276K |
| Tsfg, LLC | 0.06% | Reduce -1.0% | 3,893 | $273K |
| Outlook Wealth Advisors, LLC | 0.08% | New | 3,868 | $271K |
| Baird Financial Group, Inc. | 0.00% | No change | 3,839 | $269K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 3,819 | $268K |
| One Wealth Advisors, LLC | 0.04% | No change | 3,799 | $266K |
| Diversify Advisory Services, LLC | 0.01% | New | 3,736 | $266K |
| Bessemer Group Inc. | 0.00% | New | 3,736 | $262K |
| Formidable Asset Management, LLC | 0.04% | Add +0.0% | 3,708 | $260K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -5.2% | 3,675 | $257K |
| McNaughton Wealth Management, LLC | 0.12% | No change | 3,609 | $253K |
| Fortress Wealth Management, Inc. | 0.13% | No change | 3,592 | $252K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 3,510 | $246K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -4.6% | 3,501 | $245K |
| Trademark Financial Management, LLC | 0.19% | Reduce -0.6% | 3,453 | $242K |
| SMI Advisory Services, LLC | 0.05% | No change | 3,445 | $241K |
| Lumbard & Kellner, LLC | 0.10% | No change | 3,382 | $237K |
| Meridian Wealth Management, LLC | 0.01% | No change | 3,321 | $233K |
| Flagship Private Wealth, LLC | 0.12% | Add +0.1% | 3,230 | $226K |
| Opes Wealth Management LLC | 0.04% | No change | 3,219 | $226K |
| Atwood & Palmer Inc. | 0.02% | Add +2.4% | 3,196 | $224K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 3,166 | $222K |
| Red Door Wealth Management, LLC | 0.04% | Add +0.3% | 3,141 | $220K |
| JB Capital LLC | 0.01% | No change | 3,110 | $218K |
| Sensible Financial Planning & Management, LLC. | 0.04% | New | 3,084 | $216K |
| FSA Advisors, Inc. | 0.21% | Reduce -2.4% | 3,079 | $214K |
| New Wave Wealth Advisors LLC | 0.10% | New | 3,000 | $210K |
| Heritage Oak Wealth Advisors LLC | 0.10% | New | 3,000 | $210K |
| Bokf, NA | 0.00% | No change | 3,000 | $208K |
| Emergent Wealth Advisors, LLC | 0.15% | New | 2,940 | $206K |
| Trevian Wealth Management LLC | 0.17% | New | 2,927 | $205K |
| Two Sigma Securities, LLC | 0.02% | New | 2,917 | $204K |
| Private Portfolio Partners LLC | 0.04% | New | 2,902 | $203K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 2,890 | $202K |
| MBM Wealth Consultants, LLC | 0.06% | Reduce -6.4% | 2,878 | $202K |
| JNBA Financial Advisors | 0.02% | No change | 2,789 | $195K |
| Tidemark, LLC | 0.08% | Reduce -60.2% | 2,728 | $191K |
| Prestige Wealth Management Group LLC | 0.04% | Reduce -2.8% | 2,676 | $187K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -43.6% | 2,584 | $181K |
| Sunbelt Securities, Inc. | 0.02% | No change | 2,486 | $174K |
| Bank of Montreal | 0.00% | Reduce -98.5% | 2,239 | $156K |
| Acropolis Investment Management, LLC | 0.01% | No change | 2,226 | $156K |
| Richard W. Paul & Associates, LLC | 0.06% | Reduce -12.5% | 2,210 | $155K |
| Signaturefd, LLC | 0.00% | Add +6.4% | 2,065 | $145K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,829 | $128K |
| MGB Wealth Management, LLC | 0.04% | Add +11.7% | 1,761 | $123K |
| Montag A & Associates Inc. | 0.01% | Add +40.9% | 1,756 | $123K |
| Blair William & Co. | 0.00% | Add +41.6% | 1,702 | $119K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,570 | $110K |
| Chilton Capital Management LLC | 0.00% | New | 1,518 | $106K |
| Aspire Private Capital, LLC | 0.02% | Add +4.5% | 1,437 | $101K |
| Lanark Financial, Inc. | 0.01% | Add +3.8% | 1,355 | $94K |
| Peterson Financial Group, Inc. | 0.32% | New | 1,196 | $84K |
| Planned Solutions, Inc. | 0.03% | New | 1,129 | $79K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,112 | $78K |
| WealthCollab, LLC | 0.05% | No change | 1,106 | $77K |
| Fifth Third Bancorp | 0.00% | No change | 1,076 | $75K |
| Assetmark, Inc. | 0.00% | Reduce -82.6% | 1,056 | $74K |
| Howe & Rusling Inc. | 0.01% | No change | 1,052 | $74K |
| WR Wealth Planners, LLC | 0.02% | No change | 1,039 | $73K |
| Mather Group, Llc. | 0.00% | Reduce -33.0% | 1,031 | $72K |
| Spire Wealth Management | 0.00% | Add +31.0% | 993 | $70K |
| Private Wealth Management Group, LLC | 0.03% | No change | 972 | $68K |
| Iron Horse Wealth Management, LLC | 0.02% | Reduce -34.8% | 950 | $67K |
| Russell Investments Group, Ltd. | 0.00% | No change | 940 | $66K |
| Ancora Advisors LLC | 0.00% | No change | 899 | $63K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 827 | $58K |
| Salem Investment Counselors Inc. | 0.00% | New | 823 | $58K |
| NFSG Corp | 0.02% | No change | 740 | $52K |
| Reston Wealth Management LLC | 0.02% | New | 722 | $51K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -69.5% | 675 | $47K |
| PSI Advisors, LLC | 0.01% | No change | 569 | $40K |
| Concord Wealth Partners | 0.01% | No change | 552 | $39K |
| US Bancorp \de | 0.00% | Add +34.0% | 536 | $38K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.4% | 484 | $34K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 480 | $34K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 444 | $31K |
| Global Wealth Strategies & Associates | 0.01% | No change | 437 | $31K |
| Kathleen S. Wright Associates Inc. | 0.01% | No change | 431 | $30K |
| Earned Wealth Advisors, LLC | 0.01% | New | 423 | $30K |
| Paladin Advisory Group, LLC | 0.02% | Add +46.9% | 420 | $29K |
| WASHINGTON TRUST Co | 0.00% | No change | 412 | $29K |
| Operose Advisors LLC | 0.01% | No change | 392 | $27K |
| Toth Financial Advisory Corp. | 0.00% | No change | 376 | $26K |
| Compass Wealth Management LLC | 0.01% | Reduce -53.8% | 349 | $24K |
| Lindbrook Capital, LLC | 0.00% | No change | 325 | $23K |
| Northwest Financial Advisors | 0.02% | New | 320 | $22K |
| Talon Private Wealth, LLC | 0.00% | — | 315 | $22K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 304 | $21K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 293 | $21K |
| Abound Wealth Management | 0.01% | Add +0.4% | 268 | $19K |
| Legacy Investment Solutions, LLC | 0.01% | — | 254 | $19K |
| Legacy Wealth Managment, LLC | 0.01% | — | 254 | $19K |
| FWL Investment Management, LLC | 0.01% | Add +434.7% | 262 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 262 | $18K |
| Principal Securities, Inc. | 0.00% | Reduce -68.3% | 262 | $18K |
| Coston, McIsaac & Partners | 0.01% | No change | 262 | $18K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -8.4% | 251 | $18K |
| Citigroup Inc. | 0.00% | Add +1437.5% | 246 | $17K |
| Anfield Capital Management, LLC | 0.01% | Reduce -23.9% | 239 | $17K |
| M&R Capital Management Inc. | 0.00% | Add +122.7% | 196 | $14K |
| AdvisorNet Financial, Inc | 0.00% | No change | 167 | $12K |
| Oakworth Capital, Inc. | 0.00% | Add +53.8% | 163 | $11K |
| Caldwell Trust Co | 0.00% | No change | 150 | $11K |
| BNP Paribas Financial Markets | 0.00% | Reduce -96.2% | 138 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 107 | $7K |
| LGT Financial Advisors LLC | 0.02% | No change | 106 | $7K |
| Tower View Wealth Management LLC | 0.00% | No change | 100 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 74 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 68 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 56 | $4K |
| Sound Income Strategies, LLC | 0.00% | Reduce -81.3% | 50 | $4K |
| Darwin Wealth Management, LLC | 0.00% | New | 41 | $3K |
| Hexagon Capital Partners LLC | 0.00% | No change | 40 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 36 | $3K |
| Creative Financial Designs Inc. | 0.00% | Reduce -52.2% | 32 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +55.6% | 28 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 21 | $1K |
| Redmont Wealth Advisors LLC | 0.00% | No change | 8 | $560 |
| Kessler Investment Group, LLC | 0.00% | No change | 8 | $560 |
"% 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.