SS SPDR P S&P 1500 Comp ETFSPTMETF
13F holders, Q4 2024 (December 31)634holders +50
41new positions
33sold out
1famous investor
$71.45avg. 13F price*
At the end of Q4 2024, 634 institutions reported holding SS SPDR P S&P 1500 Comp ETF (SPTM) in their 13F filings, up 50 from Q3 2024. 41 opened new positions and 33 sold out. The largest holders were LPL Financial LLC ($600.1M), Cwm, LLC ($240.1M) and Private Advisor Group, LLC ($216.4M). One famous investor held it 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 (Q4 2024)
- CUSIP
- 78464A805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $144.0M |
| Exits | 33 | $32.2M |
All 13F filers, Q3 2024 → Q4 2024: 6,648,148 shares bought and 2,651,000 shares sold, net +3,997,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 634 holders
| LPL Financial LLC | 0.24% | Reduce -3.6% | 8,400,977 | $600.1M |
| Cwm, LLC | 1.00% | Reduce -1.1% | 3,361,341 | $240.1M |
| Private Advisor Group, LLC | 1.22% | Add +2.7% | 3,028,959 | $216.4M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -0.2% | 2,664,360 | $190.3M |
| Valmark Advisers, Inc. | 2.79% | Add +4.1% | 2,515,414 | $179.7M |
| Wealthcare Advisory Partners LLC | 4.35% | Add +2.0% | 2,191,824 | $156.6M |
| RFG Advisory, LLC | 4.07% | Add +5.6% | 2,013,872 | $143.9M |
| Modern Wealth Management, LLC | 4.58% | Add +100.0% | 1,715,359 | $122.5M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Reduce -0.5% | 1,664,184 | $118.9M |
| Syntegra Private Wealth Group, LLC | 12.43% | Add +2.5% | 1,540,954 | $110.1M |
| Ameriprise Financial Inc. | 0.03% | Add +7.6% | 1,537,148 | $109.8M |
| Professional Financial Advisors, LLC | 27.91% | Add +1.4% | 1,525,591 | $109.0M |
| Hughes Financial Services, LLC | 21.95% | — | 1,495,449 | $106.8M |
| Shepherd Financial Partners LLC | 12.69% | Add +0.1% | 1,485,905 | $106.1M |
| Independent Advisor Alliance | 1.38% | New | 1,457,162 | $104.1M |
| Osaic Holdings, Inc. | 0.21% | Reduce -0.7% | 1,310,845 | $93.6M |
| Morgan Stanley | 0.01% | Reduce -0.8% | 1,287,721 | $92.0M |
| Wells Fargo & Company | 0.02% | Add +17.0% | 1,182,178 | $84.4M |
| Wealthquest Corp | 6.47% | Add +1.0% | 1,112,408 | $79.5M |
| Allworth Financial LP | 0.41% | Add +4.4% | 1,013,547 | $75.0M |
| Blueprint Investment Partners LLC | 11.60% | Add +40.3% | 1,022,939 | $73.1M |
| Rockbridge Investment Management, LCC | 9.19% | Reduce -5.2% | 1,004,377 | $71.7M |
| ARS Wealth Advisors Group, LLC | 9.87% | Add +0.6% | 1,004,197 | $71.7M |
| Legacy Private Trust Co. | 4.17% | Add +43.2% | 891,773 | $63.7M |
| Keener Financial Planning LLC | 36.88% | Add +9.6% | 874,363 | $62.5M |
| Stratos Wealth Partners, LTD. | 0.83% | Add +0.2% | 812,359 | $58.0M |
| Financial Strategies Group, Inc. | 12.59% | Reduce -1.9% | 743,787 | $52.6M |
| Weitzel Financial Services, Inc. | 22.55% | Reduce -1.5% | 664,994 | $47.8M |
| Bank of America Corp. | 0.00% | Add +1.8% | 661,985 | $47.3M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -4.4% | 659,962 | $47.1M |
| Rosenberg Matthew Hamilton | 11.59% | Add +5.0% | 624,390 | $44.6M |
| Raymond James Financial Inc. | 0.02% | — | 618,292 | $44.2M |
| Baltimore-Washington Financial Advisors, Inc. | 2.29% | Add +7.3% | 617,506 | $44.1M |
| Cerity Partners LLC | 0.09% | Add +3.6% | 609,820 | $43.6M |
| Woodard & Co. Asset Management Group Inc. | 9.30% | Add +9.1% | 604,320 | $43.2M |
| Winch Advisory Services, LLC | 10.66% | Add +1.7% | 573,628 | $41.0M |
| Royal Harbor Partners, LLC | 15.15% | Reduce -0.1% | 561,600 | $40.1M |
| Symphony Financial, Ltd. Co. | 5.94% | Add +0.3% | 513,315 | $37.8M |
| Jaffetilchin Investment Partners, LLC | 2.69% | Add +4.4% | 520,063 | $37.1M |
| Treasure Coast Financial Planning | 22.58% | Reduce -2.5% | 479,903 | $34.3M |
| Winthrop Advisory Group LLC | 3.90% | Reduce -0.6% | 455,452 | $32.5M |
| Park Avenue Securities LLC | 0.33% | Add +0.5% | 449,921 | $32.1M |
| GM Advisory Group, LLC | 1.75% | Reduce -1.0% | 443,635 | $31.7M |
| Portfolio Strategies, Inc. | 4.24% | Reduce -25.8% | 417,721 | $29.8M |
| Voisard Asset Management Group, Inc. | 9.81% | Add +4736.3% | 410,794 | $29.3M |
| N.E.W. Advisory Services LLC | 2.75% | Add +1.4% | 406,042 | $29.0M |
| Rinkey Investments | 8.98% | Reduce -0.4% | 392,830 | $28.1M |
| Advisors Capital Management, LLC | 0.43% | Add +10.7% | 378,977 | $27.1M |
| Geneos Wealth Management Inc. | 0.89% | Add +6.8% | 356,647 | $25.5M |
| Waverly Advisors, LLC | 0.39% | Reduce -2.8% | 354,551 | $25.3M |
| Boston Standard Wealth Management, LLC | 4.83% | Reduce -3.5% | 348,004 | $24.9M |
| Equitable Holdings, Inc. | 0.23% | Add +1.4% | 336,715 | $24.1M |
| Creative Planning | 0.02% | Add +134.8% | 330,659 | $23.6M |
| Kingsview Wealth Management, LLC | 0.44% | Add +4157.7% | 319,075 | $22.8M |
| Astor Investment Management LLC | 11.65% | Add +28.0% | 318,402 | $22.7M |
| RVW Wealth, LLC | 2.11% | Add +2.4% | 315,913 | $22.6M |
| SigFig Wealth Management, LLC | 0.81% | Reduce -9.5% | 355,153 | $22.5M |
| Aquire Wealth Advisors, LLC | 6.82% | Reduce -4.8% | 308,440 | $22.0M |
| Fox Financial, Inc | 19.78% | Reduce -3.9% | 306,509 | $21.9M |
| Balefire, LLC | 7.36% | Reduce -12.4% | 302,059 | $21.5M |
| Callan Capital, LLC | 1.52% | Reduce -2.5% | 291,239 | $20.8M |
| DORVAL Corp | 8.24% | Add +2.1% | 290,162 | $20.7M |
| Royal Bank of Canada | 0.00% | Add +24.0% | 283,280 | $20.2M |
| Abound Financial, LLC | 10.03% | — | 277,191 | $19.8M |
| Annex Advisory Services, LLC | 0.59% | Reduce -2.8% | 275,344 | $19.7M |
| Money Concepts Capital Corp. | 1.45% | Add +0.3% | 273,775 | $19.6M |
| Mariner, LLC | 0.03% | Add +1.1% | 271,670 | $19.4M |
| Parallel Advisors, LLC | 0.44% | Add +4.8% | 269,476 | $19.2M |
| Compass Financial Group, INC | 3.55% | Reduce -1.2% | 262,072 | $18.7M |
| Capasso Planning Partners LLC | 7.41% | Reduce -12.9% | 259,641 | $18.5M |
| Rialto Wealth Management, LLC | 6.02% | — | 255,133 | $18.2M |
| Jacobi Capital Management LLC | 1.27% | Reduce -25.3% | 238,832 | $17.1M |
| Bridgewealth Advisory Group, LLC | 4.75% | Add +17.0% | 226,297 | $16.8M |
| Pure Financial Advisors, LLC | 0.38% | Reduce -2.9% | 235,005 | $16.8M |
| Two Sigma Investments, LP | 0.04% | Add +198.4% | 227,100 | $16.2M |
| Great Lakes Advisors, LLC | 0.13% | No change | 218,940 | $15.6M |
| BIP Wealth, LLC | 1.04% | Reduce -2.5% | 218,570 | $15.6M |
| JPMorgan Chase & Co. | 0.00% | Add +19.7% | 215,429 | $15.4M |
| Capital Advisory Group Advisory Services, LLC | 4.95% | Add +2.4% | 193,205 | $13.8M |
| Zhang Financial LLC | 0.79% | Add +8.1% | 192,416 | $13.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.6% | 188,900 | $13.5M |
| Capital Analysts, LLC | 0.54% | Reduce -4.0% | 187,272 | $13.4M |
| MML Investors Services, LLC | 0.05% | Add +7.1% | 183,507 | $13.1M |
| Investment Planning Advisors, Inc. | 5.70% | Add +512.5% | 182,597 | $13.0M |
| Spartan Planning & Wealth Management | 11.87% | — | 181,877 | $13.0M |
| Principia Wealth Advisory, LLC | 11.93% | — | 177,793 | $12.7M |
| Retirement Capital Strategies | 4.76% | Reduce -1.5% | 176,098 | $12.6M |
| Solano Wealth Investment Advisors LLC | 7.49% | — | 174,489 | $12.5M |
| Fourth Dimension Wealth, LLC | 6.44% | — | 172,587 | $12.3M |
| Snowden Capital Advisors LLC | 0.39% | Add +2.5% | 172,479 | $12.3M |
| Sentinel Pension Advisors, LLC | 2.29% | Reduce -1.4% | 172,456 | $12.3M |
| IAG Wealth Partners, LLC | 2.09% | Reduce -4.5% | 166,176 | $11.9M |
| MPWM Advisory Solutions, LLC | 8.56% | — | 163,970 | $11.7M |
| Ervin Investment Management, LLC | 7.49% | Reduce -2.5% | 162,538 | $11.6M |
| HBW Advisory Services LLC | 1.18% | Add +6.0% | 161,567 | $11.5M |
| G&S Capital LLC | 4.61% | Reduce -0.6% | 156,487 | $11.2M |
| Balentine LLC | 0.45% | Add +0.0% | 156,122 | $11.2M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -5.2% | 155,662 | $11.1M |
| Arete Wealth Advisors, LLC | 0.78% | Add +2.1% | 151,710 | $10.9M |
| Freedom Day Solutions, LLC | 3.22% | Add +1.2% | 150,834 | $10.8M |
| Facet Wealth, Inc. | 0.28% | Reduce -11.2% | 145,192 | $10.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.9% | 148,095 | $10.6M |
| Investors Research Corp | 2.32% | Reduce -2.8% | 147,994 | $10.6M |
| Evensky & Katz LLC | 0.69% | Reduce -3.4% | 146,865 | $10.5M |
| Beacon Financial Group | 1.13% | Reduce -4.4% | 146,834 | $10.5M |
| Perennial Investment Advisors, LLC | 1.22% | Add +11.1% | 145,063 | $10.4M |
| Summit Investment Advisory Services, LLC | 5.07% | Add +6.4% | 137,713 | $9.8M |
| Bensler, LLC | 1.15% | Add +12.4% | 135,338 | $9.7M |
| SPC Financial, Inc. | 0.82% | New | 131,705 | $9.4M |
| IRON Financial LLC | 5.27% | Reduce -1.9% | 131,292 | $9.4M |
| Larson Financial Group LLC | 0.48% | Reduce -7.9% | 128,579 | $9.2M |
| Cannon Financial Strategists, Inc. | 1.57% | Add +0.9% | 128,145 | $9.2M |
| Trilogy Capital Inc. | 0.47% | Add +1.6% | 126,811 | $9.1M |
| XML Financial, LLC | 0.81% | Add +1.6% | 122,828 | $8.8M |
| Kestra Advisory Services, LLC | 0.05% | Add +0.5% | 121,994 | $8.7M |
| Redwood Financial Network Corp | 6.34% | Add +11.0% | 119,131 | $8.5M |
| IHT Wealth Management, LLC | 0.27% | Add +8.5% | 117,932 | $8.4M |
| Integrated Wealth Concepts LLC | 0.10% | Add +2.1% | 116,463 | $8.3M |
| Western Wealth Management, LLC | 0.43% | Reduce -1.8% | 113,583 | $8.1M |
| Atria Investments, Inc | 0.09% | Add +27.4% | 105,065 | $7.5M |
| Global Retirement Partners, LLC | 0.21% | Add +5.8% | 104,581 | $7.5M |
| Independent Financial Group, LLC | 0.25% | Reduce -1.1% | 104,537 | $7.5M |
| PAX Financial Group, LLC | 1.33% | Reduce -7.8% | 103,762 | $7.4M |
| Financial Management Professionals, Inc. | 0.94% | New | 103,618 | $7.4M |
| Truist Financial Corp. | 0.01% | Reduce -19.8% | 102,337 | $7.3M |
| Breakwater Investment Management | 3.01% | Add +10.9% | 99,161 | $7.1M |
| Tempus Wealth Planning, LLC | 2.12% | Add +6.7% | 97,154 | $6.9M |
| SFG Wealth Management, LLC. | 3.62% | Reduce -8.3% | 96,598 | $6.9M |
| Cascade Investment Group, Inc. | 4.88% | Add +2.5% | 95,531 | $6.8M |
| FreeGulliver LLC | 3.53% | Reduce -0.3% | 94,635 | $6.8M |
| Cornerstone Financial Group, LLC | 6.58% | — | 93,542 | $6.7M |
| Collaborative Wealth Managment Inc. | 3.03% | Add +1.8% | 93,388 | $6.7M |
| Ashton Thomas Private Wealth, LLC | 0.25% | Add +420.9% | 88,397 | $6.3M |
| Sterneck Capital Management, LLC | 3.36% | Reduce -2.8% | 86,969 | $6.2M |
| Cetera Investment Advisers | 0.01% | Add +12.4% | 86,199 | $6.2M |
| Treynor Bancshares, Inc. | 6.47% | Reduce -8.4% | 85,838 | $6.1M |
| Cary Street Partners Financial LLC | 0.20% | — | 85,699 | $6.1M |
| UBS Group AG | 0.00% | Reduce -1.4% | 85,662 | $6.1M |
| Spectrum Planning & Advisory Services Inc. | 5.29% | New | 85,402 | $6.1M |
| FMR LLC | 0.00% | Add +18.8% | 85,172 | $6.1M |
| Cabot Wealth Management Inc. | 0.77% | Reduce -4.9% | 84,989 | $6.1M |
| Capital Group Private Client Services, Inc. | 0.06% | No change | 84,925 | $6.1M |
| Savant Capital, LLC | 0.05% | Reduce -6.9% | 84,870 | $6.1M |
| Mutual Advisors, LLC | 0.18% | Reduce -0.7% | 83,680 | $6.0M |
| Exchange Capital Management, Inc. | 0.95% | Add +5.2% | 83,394 | $6.0M |
| Flagship Harbor Advisors, LLC | 0.31% | Reduce -12.2% | 82,541 | $5.9M |
| KWB Wealth | 0.73% | Reduce -15.9% | 83,753 | $5.9M |
| Captrust Financial Advisors | 0.02% | Reduce -21.9% | 80,312 | $5.7M |
| Moloney Securities Asset Management, LLC | 0.77% | Add +327.9% | 79,729 | $5.7M |
| Integrated Capital Management, Inc. | 4.46% | Reduce -0.1% | 79,024 | $5.6M |
| Isthmus Partners, LLC | 0.68% | Add +0.9% | 78,537 | $5.6M |
| Harbour Investments, Inc. | 0.16% | Reduce -12.3% | 78,305 | $5.6M |
| Roundview Capital LLC | 0.39% | Add +4.7% | 77,334 | $5.5M |
| TKG Advisors, LLC | 2.51% | Add +2.1% | 73,355 | $5.4M |
| Legacy Capital Group California, Inc. | 1.66% | Add +28.4% | 76,020 | $5.4M |
| AE Wealth Management LLC | 0.05% | Add +44.4% | 75,304 | $5.4M |
| TD Capital Management LLC | 0.54% | Add +19.5% | 73,702 | $5.3M |
| Values Added Financial LLC | 3.02% | Reduce -3.0% | 73,177 | $5.2M |
| Aldebaran Financial Inc. | 5.86% | Add +4.6% | 69,993 | $5.0M |
| Slagle Financial, LLC | 2.18% | Reduce -4.5% | 67,931 | $4.9M |
| Austin Wealth Management, LLC | 1.00% | Reduce -1.0% | 66,002 | $4.8M |
| Roble, Belko & Company, Inc | 0.76% | Reduce -3.7% | 67,370 | $4.8M |
| Trinity Wealth Management, LLC | 2.13% | Add +4.5% | 65,849 | $4.7M |
| Beam Wealth Advisors, Inc. | 1.48% | Add +0.3% | 65,440 | $4.7M |
| Corient Private Wealth LP | 0.01% | Add +9.7% | 65,397 | $4.7M |
| Peterson Wealth Advisors, LLC | 0.83% | Reduce -8.8% | 63,515 | $4.6M |
| Advocacy Wealth Management, LLC | 0.34% | No change | 62,908 | $4.5M |
| Dagco, Inc. | 1.48% | Add +26.8% | 62,752 | $4.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.4% | 62,403 | $4.5M |
| Advisory Services Network, LLC | 0.08% | Add +6.1% | 62,186 | $4.4M |
| Journey Advisory Group, LLC | 0.51% | No change | 64,291 | $4.3M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -1.8% | 59,260 | $4.2M |
| LVM Capital Management Ltd. | 0.46% | Reduce -5.5% | 59,243 | $4.2M |
| CGN Advisors LLC | 0.41% | Reduce -1.1% | 58,754 | $4.2M |
| Greenleaf Trust | 0.04% | Reduce -0.0% | 57,959 | $4.1M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +39.4% | 57,081 | $4.1M |
| Apeiron RIA LLC | 1.11% | Reduce -0.9% | 55,595 | $4.0M |
| Good Life Advisors, LLC | 0.29% | Add +1.4% | 54,854 | $3.9M |
| Praetorian Wealth Management, Inc. | 0.95% | Add +0.5% | 54,690 | $3.9M |
| JT Stratford LLC | 0.62% | Add +1.6% | 52,741 | $3.8M |
| AIFG Consultants Ltd. | 6.11% | Reduce -70.2% | 52,468 | $3.7M |
| Graypoint LLC | 0.22% | Reduce -2.8% | 50,107 | $3.6M |
| Aptus Capital Advisors, LLC | 0.04% | Add +2.0% | 48,735 | $3.5M |
| Jacksonville Wealth Management, LLC | 3.21% | — | 48,204 | $3.4M |
| Focus Partners Wealth | 0.01% | Add +3.7% | 47,516 | $3.4M |
| Avior Wealth Management, LLC | 0.12% | No change | 46,518 | $3.3M |
| Advisor OS, LLC | 0.38% | Add +4.0% | 45,868 | $3.3M |
| Dogwood Wealth Management LLC | 1.72% | Add +5.5% | 45,545 | $3.3M |
| Compass Financial Group, Inc. | 1.53% | Reduce -0.3% | 44,793 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -2.8% | 44,468 | $3.2M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -2.8% | 44,468 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.6% | 44,021 | $3.1M |
| MJP Associates Inc. | 0.56% | Add +1.3% | 43,838 | $3.1M |
| Equita Financial Network, Inc. | 1.11% | Reduce -1.8% | 42,809 | $3.1M |
| Householder Group Estate & Retirement Specialist, LLC | 2.22% | Reduce -1.9% | 41,519 | $3.0M |
| Michael A. Dubis Financial Planning, LLC | 2.85% | — | 41,295 | $3.0M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +2.3% | 41,264 | $2.9M |
| Sentinel Trust Co. Lba | 0.34% | Reduce -2.3% | 40,937 | $2.9M |
| Pitcairn Co. | 0.17% | No change | 40,895 | $2.9M |
| Sheets Smith Wealth Management | 0.34% | Add +37.4% | 39,513 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Add +25.8% | 38,459 | $2.7M |
| Altus Wealth Group LLC | 1.19% | Reduce -1.9% | 37,784 | $2.7M |
| Sfmg, LLC | 0.21% | Reduce -1.1% | 37,209 | $2.7M |
| Bank of Hawaii | 0.15% | No change | 36,768 | $2.6M |
| Orca Investment Management, LLC | 2.47% | Reduce -3.4% | 36,734 | $2.6M |
| Betterment LLC | 0.01% | Add +8.1% | 35,666 | $2.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +8.5% | 34,335 | $2.5M |
| Atlas Private Wealth Advisors | 0.34% | New | 34,059 | $2.4M |
| Strategic Financial Planning, Inc. | 1.63% | Reduce -0.0% | 33,447 | $2.4M |
| Bawa N Mallick Trust | 1.05% | — | 33,400 | $2.4M |
| Financial Enhancement Group LLC | 0.36% | Reduce -95.0% | 33,376 | $2.4M |
| Renaissance Technologies | 0.00% | Add +134.3% | 32,100 | $2.3M |
| Financial Sense Advisors, Inc. | 0.77% | Add +67.0% | 32,047 | $2.3M |
| Fingerlakes Wealth Management, Inc. | 1.85% | Reduce -3.7% | 32,024 | $2.3M |
| Raab & Moskowitz Asset Management LLC | 0.55% | Reduce -0.1% | 31,600 | $2.3M |
| Wealth Advisory Solutions, LLC | 0.63% | Add +14.0% | 31,599 | $2.3M |
| Medallion Wealth Advisors, LLC | 1.12% | — | 31,845 | $2.3M |
| Modera Wealth Management, LLC | 0.03% | Add +460.0% | 31,552 | $2.3M |
| Financial Gravity Companies, Inc. | 0.51% | Reduce -1.9% | 31,369 | $2.2M |
| Legacy Advisory Services, LLC | 1.90% | Reduce -2.8% | 31,184 | $2.2M |
| Quent Capital, LLC | 0.23% | Add +0.7% | 30,894 | $2.2M |
| Wade Financial Advisory, Inc | 0.74% | Add +0.0% | 30,631 | $2.2M |
| Tennessee Valley Asset Management Partners | 0.37% | Add +2.6% | 30,557 | $2.2M |
| WealthPlan Investment Management, LLC | 0.22% | Add +236.5% | 30,504 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | No change | 30,163 | $2.2M |
| Matauro, LLC | 0.47% | — | 30,080 | $2.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +15.3% | 29,149 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +7.8% | 28,927 | $2.1M |
| Westside Investment Management, Inc. | 0.43% | Add +3.1% | 28,783 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.27% | Reduce -5.1% | 28,548 | $2.0M |
| Founders Financial Alliance, LLC | 0.56% | Reduce -1.2% | 28,439 | $2.0M |
| Tyler-Stone Wealth Management | 0.36% | Add +5.8% | 28,204 | $2.0M |
| Climber Capital SA | 1.63% | — | 27,775 | $2.0M |
| Richard P Slaughter Associates Inc | 0.44% | Add +54.5% | 27,538 | $2.0M |
| Claro Advisors Inc. | 0.27% | Add +0.3% | 27,489 | $2.0M |
| Broderick Brian C | 0.38% | Reduce -1.1% | 27,400 | $2.0M |
| Oakwell Private Wealth Management, LLC | 0.54% | No change | 27,133 | $1.9M |
| Assetmark, Inc. | 0.01% | Add +2460.6% | 27,040 | $1.9M |
| OneAscent Financial Services LLC | 0.16% | New | 26,775 | $1.9M |
| Cahill Wealth Management, LLC | 0.97% | Reduce -0.5% | 26,565 | $1.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -1.1% | 25,810 | $1.8M |
| Priebe Wealth Holdings LLC | 1.24% | Reduce -19.9% | 25,705 | $1.8M |
| NWF Advisory Services Inc. | 0.27% | New | 25,622 | $1.8M |
| LexAurum Advisors, LLC | 0.36% | Add +23.3% | 25,439 | $1.8M |
| Wrenne Financial Planning LLC | 1.03% | Reduce -1.6% | 25,324 | $1.8M |
| Northwest Wealth Management, LLC | 0.38% | Reduce -1.4% | 25,313 | $1.8M |
| Sigma Planning Corp | 0.06% | Reduce -0.7% | 25,027 | $1.8M |
| JFS Wealth Advisors, LLC | 0.12% | Add +0.2% | 24,728 | $1.8M |
| Perigon Wealth Management, LLC | 0.04% | Add +1.2% | 24,223 | $1.7M |
| Nicolet Advisory Services, LLC | 0.16% | Reduce -13.3% | 24,416 | $1.7M |
| GeoWealth Management, LLC | 0.06% | Add +4.7% | 23,846 | $1.7M |
| Seaside Wealth Management, Inc. | 0.61% | Reduce -0.8% | 23,223 | $1.7M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.3% | 22,806 | $1.6M |
| LJI Wealth Management, LLC | 0.32% | Add +10.7% | 22,913 | $1.6M |
| Townsquare Capital LLC | 0.02% | Add +16.5% | 22,279 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +4.7% | 21,981 | $1.6M |
| Merit Financial Group, LLC | 0.03% | Reduce -24.9% | 21,955 | $1.6M |
| Towercrest Capital Management | 0.25% | Reduce -14.9% | 21,943 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +62.9% | 21,736 | $1.6M |
| Stevens Capital Partners | 0.70% | Add +2.2% | 21,593 | $1.5M |
| BlackRock, Inc. | 0.00% | New | 21,591 | $1.5M |
| Axxcess Wealth Management, LLC | 0.04% | Add +10.9% | 21,576 | $1.5M |
| Advance Capital Management, Inc. | 0.07% | Add +1.9% | 21,347 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -33.8% | 21,160 | $1.5M |
| FMA Wealth Management, LLC | 1.12% | Reduce -1.7% | 20,989 | $1.5M |
| Sunburst Financial Group, LLC | 0.37% | Reduce -0.6% | 20,973 | $1.5M |
| Morling Financial Advisors, LLC | 0.52% | Reduce -2.2% | 20,883 | $1.5M |
| Colton Groome Financial Advisors, LLC | 0.57% | Reduce -1.6% | 20,870 | $1.5M |
| Wooster Corthell Wealth Management, Inc. | 0.32% | Add +0.1% | 20,715 | $1.5M |
| Wealthcare Capital Partners, LLC | 0.77% | — | 20,714 | $1.5M |
| FSA Wealth Management LLC | 0.60% | Reduce -0.9% | 20,645 | $1.5M |
| Private Wealth Group, LLC | 0.71% | Add +3.0% | 20,369 | $1.5M |
| Jackson, Grant Investment Advisers, Inc. | 0.56% | Add +1.1% | 20,339 | $1.5M |
| Sharper & Granite LLC | 0.64% | Add +0.5% | 20,314 | $1.5M |
| Alta Wealth Advisors LLC | 0.63% | Add +4.7% | 20,065 | $1.4M |
| Westwood Holdings Group Inc. | 0.01% | No change | 19,863 | $1.4M |
| Strategic Blueprint, LLC | 0.08% | Add +0.2% | 19,723 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.35% | Add +27.9% | 19,686 | $1.4M |
| Stewardship Advisors, LLC | 0.39% | No change | 19,630 | $1.4M |
| McClarren Financial Advisors, Inc. | 3.92% | Add +9.9% | 19,569 | $1.4M |
| Telos Capital Management, Inc. | 0.15% | Reduce -2.9% | 19,272 | $1.4M |
| Better Money Decisions, LLC | 0.95% | Reduce -5.5% | 19,239 | $1.4M |
| Asset Dedication, LLC | 0.11% | No change | 19,214 | $1.4M |
| Alliance Wealth Management Group | 0.36% | Reduce -16.4% | 18,912 | $1.4M |
| Simplicity Wealth,LLC | 0.28% | Reduce -7.1% | 18,746 | $1.3M |
| Virtue Capital Management, LLC | 0.27% | Add +44.5% | 18,612 | $1.3M |
| L.M. Kohn & Company | 0.34% | Add +22.8% | 18,192 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -18.1% | 18,163 | $1.3M |
| Blue Edge Capital, LLC | 0.20% | Add +0.0% | 17,916 | $1.3M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -0.5% | 17,892 | $1.3M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -44.0% | 17,877 | $1.3M |
| Glenview Trust Co | 0.02% | No change | 17,861 | $1.3M |
| Echo Wealth Management, LLC | 0.88% | Add +0.7% | 17,750 | $1.3M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -8.3% | 17,672 | $1.3M |
| First Horizon Advisors, Inc. | 0.03% | No change | 17,446 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +16.2% | 17,416 | $1.2M |
| Comprehensive Money Management Services LLC | 1.02% | — | 17,342 | $1.2M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.28% | Reduce -0.1% | 16,978 | $1.2M |
| Keystone Financial Group, Inc. | 0.98% | — | 16,960 | $1.2M |
| Coppell Advisory Solutions LLC | 0.17% | Reduce -4.3% | 16,857 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 16,869 | $1.2M |
| Astoria Strategic Wealth, Inc. | 0.36% | Reduce -9.8% | 16,777 | $1.2M |
| Proficio Capital Partners LLC | 0.10% | No change | 16,726 | $1.2M |
| Root Financial Partners, LLC | 0.15% | Reduce -6.7% | 16,676 | $1.2M |
| Lifeworks Advisors, LLC | 0.21% | Reduce -10.0% | 16,673 | $1.2M |
| Strategic Financial Concepts, LLC | 0.23% | Add +1.2% | 16,447 | $1.2M |
| Waller Financial Planning Group, Inc. | 0.29% | Add +7.4% | 16,282 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | New | 16,150 | $1.2M |
| Leeward Financial Partners, LLC | 0.41% | Add +0.3% | 16,083 | $1.1M |
| Insight Advisors, LLC/ PA | 0.19% | Reduce -1.4% | 15,815 | $1.1M |
| Clark Capital Management Group, Inc. | 0.01% | Add +75.0% | 15,845 | $1.1M |
| Sutton Place Investors LLC | 0.64% | Reduce -0.1% | 15,394 | $1.1M |
| Thompson David Blair | 0.80% | — | 15,311 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +63.3% | 15,065 | $1.1M |
| Red Mountain Financial, LLC | 1.15% | Add +17.0% | 14,910 | $1.1M |
| Nikulski Financial, Inc. | 0.31% | Add +2.5% | 14,813 | $1.1M |
| Northern Trust Corp. | 0.00% | Add +16.0% | 14,588 | $1.0M |
| Bernardo Wealth Planning LLC | 0.24% | Add +0.2% | 14,447 | $1.0M |
| Brookstone Capital Management | 0.01% | Reduce -43.5% | 14,300 | $1.0M |
| Continuum Advisory, LLC | 0.13% | Add +34.0% | 14,054 | $1.0M |
| NorthRock Partners, LLC | 0.03% | Reduce -0.6% | 14,050 | $1.0M |
| Cambridge Financial Group, LLC | 0.43% | Reduce -45.7% | 13,974 | $998K |
| Penobscot Wealth Management | 0.46% | Reduce -0.4% | 13,978 | $998K |
| TLWM | 0.19% | Add +0.4% | 13,601 | $972K |
| Prosperity Financial Group, Inc. | 0.49% | Add +19.4% | 13,596 | $971K |
| Armbruster Capital Management, Inc. | 0.20% | Add +10.8% | 13,565 | $969K |
| Prentice Wealth Management LLC | 0.28% | No change | 13,335 | $953K |
| Arthur M. Cohen & Associates, LLC | 0.16% | No change | 12,825 | $916K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -49.6% | 12,752 | $911K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +13.2% | 12,750 | $911K |
| World Equity Group, Inc. | 0.19% | New | 12,704 | $907K |
| Private Trust Co. NA | 0.09% | Reduce -19.5% | 12,703 | $907K |
| Novem Group | 0.13% | — | 12,637 | $903K |
| Wedbush Securities Inc. | 0.03% | Reduce -0.5% | 12,576 | $898K |
| GenTrust, LLC | 0.04% | No change | 12,562 | $897K |
| Franklin Resources Inc. | 0.00% | Add +0.0% | 12,455 | $890K |
| Northeast Planning Associates, Inc. / NH / | 0.91% | — | 12,316 | $880K |
| &partners | 0.01% | Add +187.4% | 12,044 | $869K |
| Goldstein Advisors, LLC | 0.12% | Reduce -2.5% | 11,919 | $851K |
| Vertex Planning Partners, LLC | 0.19% | Add +8.6% | 11,836 | $845K |
| Sequent Planning LLC | 0.31% | Add +6.0% | 11,797 | $843K |
| Darrow Company, Inc. | 0.49% | Add +40.8% | 11,715 | $837K |
| Freestone Capital Holdings, LLC | 0.03% | Add +0.5% | 11,528 | $823K |
| Intrua Financial, LLC | 0.13% | Reduce -1.2% | 11,430 | $816K |
| Bleakley Financial Group, LLC | 0.02% | Add +1.6% | 11,408 | $815K |
| DAVENPORT & Co LLC | 0.00% | Add +34.8% | 11,390 | $814K |
| US Financial Advisors, LLC | 0.25% | Reduce -2.6% | 11,351 | $811K |
| Colonial River Investments, LLC | 0.39% | Reduce -1.7% | 11,347 | $811K |
| CoreCap Advisors, LLC | 0.04% | Reduce -1.6% | 11,331 | $809K |
| Bank of New York Mellon Corp | 0.00% | Add +27.0% | 10,883 | $777K |
| Ridgeline Wealth Planning, LLC | 0.74% | — | 10,879 | $777K |
| First Trust Advisors LP | 0.00% | New | 10,868 | $776K |
| MBE Wealth Management, LLC | 0.44% | Reduce -0.6% | 10,843 | $775K |
| WNY Asset Management, LLC | 0.10% | Reduce -8.0% | 10,794 | $771K |
| L & S Advisors Inc | 0.09% | Reduce -2.2% | 10,636 | $760K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -1.1% | 10,559 | $754K |
| German American Bancorp, Inc. | 0.08% | No change | 10,525 | $752K |
| Gibson Wealth Advisors LLC | 0.62% | No change | 10,500 | $750K |
| Signet Financial Management, LLC | 0.10% | Add +0.7% | 10,487 | $749K |
| Texas Yale Capital Corp. | 0.03% | No change | 10,446 | $746K |
| Ridgeline Wealth, LLC | 0.61% | — | 10,419 | $744K |
| Fourpath Capital Management, LLC | 0.14% | Add +28.2% | 10,271 | $734K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +18.5% | 10,193 | $728K |
| OLIO Financial Planning | 0.25% | Reduce -13.4% | 10,142 | $724K |
| Manhattan West Asset Management, LLC | 0.19% | Reduce -0.7% | 10,088 | $721K |
| Berger Financial Group, Inc | 0.05% | Reduce -4.0% | 10,073 | $720K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -5.4% | 9,976 | $713K |
| CacheTech Inc. | 0.13% | Add +85.4% | 9,782 | $699K |
| Patten Group, Inc. | 0.15% | Add +4.8% | 9,767 | $698K |
| Wiser Wealth Management, Inc | 0.19% | Reduce -2.7% | 9,679 | $691K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -1.8% | 9,446 | $675K |
| Ritholtz Wealth Management | 0.02% | Reduce -8.9% | 9,415 | $673K |
| Private Capital Management LLC | 0.13% | Reduce -3.2% | 9,068 | $648K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 9,052 | $647K |
| Crew Capital Management, Ltd | 0.53% | Add +10.7% | 8,979 | $641K |
| Howard Bailey Securities, LLC | 0.24% | Add +27.3% | 8,895 | $635K |
| Vista Investment Management | 0.24% | Reduce -1.0% | 8,881 | $634K |
| Belpointe Asset Management LLC | 0.04% | Reduce -2.4% | 9,156 | $631K |
| SlateStone Wealth, LLC | 0.06% | No change | 8,805 | $629K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 8,730 | $624K |
| Wellington Wealth Strategies, LLC. | 0.57% | Reduce -67.3% | 8,395 | $623K |
| Moneco Advisors, LLC | 0.07% | Add +50.8% | 8,644 | $617K |
| Moseley Investment Management Inc. | 0.24% | Reduce -4.8% | 8,569 | $612K |
| Goodman Financial Corp | 0.13% | Reduce -0.7% | 8,521 | $609K |
| Independent Wealth Network Inc. | 0.24% | Add +1.9% | 8,422 | $602K |
| Tiaa Trust, National Association | 0.00% | Add +16.6% | 8,403 | $600K |
| Congress Asset Management Co. | 0.00% | New | 8,383 | $599K |
| CW Advisors, LLC | 0.01% | New | 8,383 | $599K |
| Arkadios Wealth Advisors | 0.03% | Add +0.3% | 8,211 | $587K |
| Jericho Financial, LLP | 0.42% | — | 8,189 | $585K |
| Arlington Trust Co LLC | 0.12% | Reduce -0.2% | 8,095 | $578K |
| Twelve Points Wealth Management LLC | 0.16% | Reduce -9.9% | 8,025 | $573K |
| Choreo, LLC | 0.01% | Reduce -10.0% | 7,999 | $573K |
| Comerica Bank | 0.00% | Add +15.8% | 8,009 | $572K |
| Mgo One Seven LLC | 0.02% | Add +12.5% | 7,985 | $570K |
| Destiny Wealth Partners, LLC | 0.09% | No change | 7,984 | $570K |
| Sanctuary Advisors, LLC | 0.00% | Add +12.5% | 7,514 | $555K |
| RFG Holdings, Inc. | 0.18% | No change | 7,703 | $550K |
| Barnes Wealth Management Group, Inc | 0.37% | — | 7,701 | $550K |
| Paulson Wealth Management Inc. | 0.15% | Reduce -0.1% | 7,624 | $545K |
| Cardiff Park Advisors, LLC | 0.05% | Add +0.3% | 7,617 | $544K |
| Wise Wealth Partners | 1.34% | — | 7,589 | $542K |
| Ameritas Advisory Services, LLC | 0.02% | Add +2.2% | 7,453 | $532K |
| Legacy Wealth Management, LLC / MS | 0.21% | Add +5.4% | 7,407 | $529K |
| Bluespring Wealth Management, LLC | 0.05% | Reduce -8.8% | 7,219 | $516K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +12.1% | 7,195 | $514K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 7,100 | $507K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -11.7% | 7,049 | $503K |
| Crumly & Associates Inc. | 0.14% | No change | 7,048 | $503K |
| Squire Investment Management Company, LLC | 0.22% | No change | 7,048 | $503K |
| Synergy Investment Management, LLC | 0.22% | — | 7,031 | $502K |
| Mission Wealth Management, LP | 0.01% | Add +0.0% | 7,029 | $502K |
| SpringVest Wealth Management LLC | 0.42% | — | 6,931 | $495K |
| Intrepid Financial Planning Group LLC | 0.21% | Reduce -9.6% | 6,864 | $490K |
| PrairieView Partners, LLC | 0.05% | Reduce -9.3% | 6,786 | $484K |
| Raleigh Capital Management Inc. | 0.19% | Add +33.1% | 6,724 | $480K |
| Howard Wealth Management, LLC | 0.26% | Reduce -0.1% | 6,700 | $479K |
| Flynn Zito Capital Management, LLC | 0.22% | Reduce -1.8% | 6,656 | $475K |
| Vestia Personal Wealth Advisors | 0.39% | Reduce -3.4% | 6,576 | $470K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.7% | 6,545 | $468K |
| Successful Portfolios LLC | 0.31% | Add +3.6% | 6,526 | $466K |
| Pinnacle Wealth Management Group, Inc. | 0.29% | Add +2.0% | 6,524 | $466K |
| Kelman-Lazarov, Inc. | 0.08% | Reduce -1.6% | 6,454 | $461K |
| Brighton Jones LLC | 0.01% | Add +0.3% | 6,443 | $460K |
| Sanctuary Wealth Management, L.L.C. | 0.30% | Reduce -5.1% | 6,390 | $456K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,288 | $449K |
| GPS Wealth Strategies Group, LLC | 0.06% | Add +0.2% | 6,212 | $444K |
| Keystone Financial Group | 0.04% | Reduce -3.4% | 6,203 | $443K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -3.7% | 6,185 | $442K |
| Fusion Capital, LLC | 0.18% | Add +0.3% | 6,141 | $439K |
| RDA Financial Network | 0.13% | Reduce -1.6% | 6,126 | $438K |
| Quadcap Wealth Management, LLC | 0.06% | Add +0.7% | 6,092 | $435K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 5,983 | $428K |
| Lloyd Advisory Services, LLC. | 0.20% | Add +30.0% | 5,978 | $427K |
| Sightline Wealth Advisors, LLC | 0.23% | Reduce -4.6% | 5,944 | $425K |
| Higgins & Schmidt Wealth Strategies LLC | 0.26% | Reduce -2.2% | 5,939 | $424K |
| Advyzon Investment Management, LLC | 0.16% | — | 5,933 | $424K |
| Vigilare Wealth Management | 0.17% | Add +0.1% | 5,880 | $420K |
| McKinley Carter Wealth Services, Inc. | 0.03% | No change | 5,865 | $419K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 5,784 | $413K |
| Rockwood Wealth Management, LLC | 0.04% | No change | 5,763 | $413K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -6.4% | 5,747 | $411K |
| IFP Advisors, Inc | 0.01% | Reduce -0.2% | 5,728 | $409K |
| Vawter Financial, Ltd. | 0.24% | Reduce -2.1% | 5,698 | $407K |
| Arq Wealth Advisors, LLC | 0.15% | Reduce -0.7% | 5,625 | $402K |
| Truepoint, Inc. | 0.01% | Reduce -2.2% | 5,554 | $397K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.1% | 5,521 | $394K |
| CFS Investment Advisory Services, LLC | 0.03% | No change | 5,392 | $385K |
| Firethorn Wealth Partners, LLC | 0.19% | Reduce -0.8% | 5,361 | $383K |
| Outlook Wealth Advisors, LLC | 0.11% | Add +38.5% | 5,359 | $383K |
| Summit Trail Advisors, LLC | 0.01% | New | 5,301 | $379K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -76.6% | 5,293 | $378K |
| Country Club Bank | 0.03% | No change | 5,256 | $377K |
| Horst & Graben Wealth Management LLC | 0.07% | Reduce -1.7% | 5,271 | $377K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -7.0% | 5,264 | $376K |
| Falcon Wealth Planning | 0.04% | Reduce -0.3% | 5,240 | $374K |
| Attessa Capital LLC | 0.25% | — | 5,231 | $374K |
| Beacon Capital Management, LLC | 0.05% | Add +13.8% | 5,161 | $369K |
| BCK Partners, Inc. | 0.22% | Reduce -35.1% | 5,132 | $367K |
| HUB Investment Partners, LLC | 0.02% | Reduce -30.6% | 5,111 | $365K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5,106 | $365K |
| Triumph Capital Management | 0.12% | Reduce -19.6% | 5,066 | $362K |
| Post Resch Tallon Group Inc. | 0.34% | — | 4,984 | $355K |
| Concorde Asset Management, LLC | 0.18% | Add +5.3% | 4,899 | $350K |
| Broadway Wealth Solutions, Inc. | 0.26% | — | 4,879 | $348K |
| Adams Wealth Management | 0.07% | Reduce -8.0% | 4,854 | $347K |
| Partnership Wealth Management, LLC | 0.29% | Reduce -0.1% | 4,853 | $347K |
| Gateway Wealth Partners, LLC | 0.09% | Reduce -11.9% | 4,803 | $343K |
| Wilson & Boucher Capital Management, LLC | 0.24% | No change | 4,800 | $343K |
| Empower Advisory Group, LLC | 0.00% | Add +5.2% | 4,751 | $339K |
| Gradient Capital Advisors, LLC | 0.11% | Reduce -0.8% | 4,712 | $337K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 4,697 | $336K |
| Wrapmanager Inc. | 0.09% | New | 4,683 | $335K |
| WJ Wealth Management, LLC | 0.12% | No change | 4,674 | $334K |
| Wedmont Private Capital | 0.02% | No change | 4,676 | $331K |
| F/m Investments LLC | 0.01% | Add +11.0% | 4,616 | $330K |
| Johnson Bixby & Associates, LLC | 0.05% | Reduce -2.5% | 4,563 | $326K |
| Flagstone Financial Management | 0.11% | No change | 4,545 | $325K |
| Financial Advocates Investment Management | 0.02% | Reduce -5.2% | 4,494 | $321K |
| Donaldson Capital Management, LLC | 0.01% | No change | 4,421 | $316K |
| Glassman Wealth Services | 0.05% | No change | 4,396 | $314K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,336 | $310K |
| Retirement Planning Group, LLC | 0.02% | No change | 4,322 | $309K |
| OMNI 360 Wealth, Inc. | 0.21% | Reduce -1.6% | 4,318 | $308K |
| Focused Wealth Management, Inc | 0.04% | Reduce -3.5% | 4,220 | $301K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.2% | 4,215 | $301K |
| Washburn Capital Management, Inc. | 0.18% | No change | 4,175 | $298K |
| Private Portfolio Partners LLC | 0.05% | Add +43.4% | 4,162 | $297K |
| Dechtman Wealth Management, LLC | 0.06% | Add +0.3% | 4,138 | $296K |
| Paragon Financial Partners, Inc. | 0.22% | Add +0.3% | 4,075 | $291K |
| Diversify Advisory Services, LLC | 0.02% | Add +8.8% | 4,064 | $288K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 3,944 | $282K |
| Brewster Financial Planning LLC | 0.21% | Reduce -13.6% | 3,930 | $281K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.5% | 3,850 | $275K |
| Tsfg, LLC | 0.06% | Reduce -1.0% | 3,854 | $275K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 3,819 | $273K |
| TFG Advisers LLC | 0.10% | New | 3,782 | $270K |
| Victory Financial Group, LLC | 0.07% | — | 3,727 | $266K |
| Future Financial Wealth Managment LLC | 0.19% | Reduce -22.9% | 3,714 | $265K |
| Trademark Financial Management, LLC | 0.21% | Add +6.9% | 3,690 | $264K |
| Formidable Asset Management, LLC | 0.04% | Reduce -1.0% | 3,672 | $262K |
| CRA Financial Services, LLC | 0.04% | New | 3,643 | $260K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -1.6% | 3,615 | $258K |
| McNaughton Wealth Management, LLC | 0.12% | No change | 3,609 | $258K |
| Steel Grove Capital Advisors, LLC | 0.04% | New | 3,606 | $258K |
| One Wealth Advisors, LLC | 0.04% | Reduce -5.3% | 3,596 | $257K |
| Fortress Wealth Management, Inc. | 0.12% | No change | 3,592 | $257K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 3,510 | $251K |
| TRUE Private Wealth Advisors | 0.03% | Add +0.1% | 3,505 | $250K |
| Aspen Wealth Management LLC | 0.07% | Reduce -12.5% | 3,500 | $250K |
| SMI Advisory Services, LLC | 0.06% | No change | 3,445 | $244K |
| Baird Financial Group, Inc. | 0.00% | Reduce -11.0% | 3,418 | $244K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +7.3% | 3,398 | $243K |
| Strategic Wealth Investment Group, LLC | 0.01% | New | 850 | $237K |
| Flagship Private Wealth, LLC | 0.11% | Add +0.1% | 3,235 | $231K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -4.2% | 3,181 | $227K |
| Red Door Wealth Management, LLC | 0.03% | Add +0.3% | 3,152 | $225K |
| Hunter Associates Investment Management LLC | 0.03% | New | 3,045 | $217K |
| Opes Wealth Management LLC | 0.04% | Reduce -6.1% | 3,024 | $216K |
| Johnson Investment Counsel Inc. | 0.00% | New | 3,012 | $215K |
| Lumbard & Kellner, LLC | 0.09% | Reduce -11.7% | 2,988 | $213K |
| Bokf, NA | 0.00% | No change | 3,000 | $212K |
| Trevian Wealth Management LLC | 0.15% | No change | 2,927 | $209K |
| Cerro Pacific Wealth Advisors LLC | 0.07% | New | 2,981 | $209K |
| Cookson Peirce & Co. Inc. | 0.01% | No change | 2,890 | $206K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 2,873 | $205K |
| SBI Securities Co., Ltd. | 0.01% | — | 2,869 | $205K |
| Emergent Wealth Advisors, LLC | 0.15% | Reduce -2.9% | 2,855 | $204K |
| First National Advisers, LLC | 0.03% | New | 2,838 | $203K |
| Essex LLC | 0.04% | New | 2,825 | $202K |
| New Wave Wealth Advisors LLC | 0.08% | Reduce -7.5% | 2,774 | $198K |
| Hoese & Co LLP | 0.17% | New | 2,721 | $194K |
| JNBA Financial Advisors | 0.02% | Reduce -2.6% | 2,717 | $194K |
| Blair William & Co. | 0.00% | Add +59.6% | 2,716 | $194K |
| Prestige Wealth Management Group LLC | 0.04% | No change | 2,676 | $191K |
| Atwood & Palmer Inc. | 0.01% | Reduce -16.6% | 2,665 | $190K |
| Sunbelt Securities, Inc. | 0.02% | No change | 2,486 | $178K |
| Golden State Wealth Management, LLC | 0.03% | — | 2,340 | $167K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -10.1% | 2,323 | $166K |
| MAI Capital Management | 0.00% | Reduce -45.1% | 2,308 | $165K |
| Bank of Montreal | 0.00% | Add +1.6% | 2,276 | $163K |
| Acropolis Investment Management, LLC | 0.01% | No change | 2,226 | $159K |
| Richard W. Paul & Associates, LLC | 0.06% | No change | 2,210 | $158K |
| Copia Wealth Management | 0.15% | — | 2,184 | $156K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 2,067 | $148K |
| Sherman Asset Management, Inc. | 0.13% | — | 1,973 | $141K |
| MGB Wealth Management, LLC | 0.04% | Add +5.0% | 1,849 | $132K |
| Glenmede Trust Co. NA | 0.00% | Reduce -2.2% | 1,789 | $128K |
| Tidemark, LLC | 0.05% | Reduce -34.5% | 1,787 | $128K |
| Montag A & Associates Inc. | 0.01% | No change | 1,756 | $125K |
| Northwest Capital Management Inc | 0.05% | Reduce -69.0% | 1,735 | $124K |
| CIBC Private Wealth Group LLC | 0.00% | Add +132.0% | 1,566 | $113K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,570 | $112K |
| Clearstead Advisors, LLC | 0.00% | New | 1,545 | $110K |
| Kestra Investment Management, LLC | 0.00% | New | 1,527 | $109K |
| Global Trust Asset Management, LLC | 0.04% | New | 1,507 | $108K |
| US Bancorp \de | 0.00% | Add +132.7% | 1,247 | $89K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,112 | $79K |
| WealthCollab, LLC | 0.05% | No change | 1,106 | $79K |
| Fifth Third Bancorp | 0.00% | No change | 1,076 | $77K |
| Howe & Rusling Inc. | 0.01% | No change | 1,052 | $75K |
| Compass Financial Services Inc | 0.04% | — | 1,039 | $74K |
| Quest 10 Wealth Builders, Inc. | 0.07% | — | 959 | $69K |
| Capital & Planning, LLC | 0.05% | — | 944 | $67K |
| Russell Investments Group, Ltd. | 0.00% | No change | 940 | $67K |
| Spire Wealth Management | 0.00% | Reduce -6.8% | 926 | $66K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 893 | $64K |
| Wingate Wealth Advisors, Inc. | 0.06% | — | 864 | $62K |
| Iron Horse Wealth Management, LLC | 0.02% | Reduce -10.1% | 854 | $61K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 827 | $59K |
| Salem Investment Counselors Inc. | 0.00% | No change | 823 | $59K |
| North Star Investment Management Corp. | 0.00% | New | 773 | $55K |
| NFSG Corp | 0.01% | No change | 740 | $53K |
| Mather Group, Llc. | 0.00% | Reduce -31.7% | 704 | $50K |
| Paladin Advisory Group, LLC | 0.04% | Add +64.0% | 689 | $49K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 669 | $48K |
| Maryland Capital Advisors Inc. | 0.02% | Add +101.4% | 590 | $42K |
| Ancora Advisors LLC | 0.00% | Reduce -35.0% | 584 | $42K |
| Accredited Wealth Management, LLC | 0.04% | — | 576 | $41K |
| PSI Advisors, LLC | 0.01% | No change | 569 | $41K |
| Concord Wealth Partners | 0.01% | No change | 552 | $39K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.2% | 485 | $35K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 480 | $34K |
| Stuart Chaussee & Associates, Inc. | 0.01% | Add +7.0% | 475 | $34K |
| Farther Finance Advisors, LLC | 0.00% | Add +1557.1% | 464 | $33K |
| Castleview Partners, LLC | 0.02% | New | 452 | $32K |
| Human Investing LLC | 0.01% | New | 443 | $32K |
| Global Wealth Strategies & Associates | 0.01% | No change | 437 | $31K |
| WASHINGTON TRUST Co | 0.00% | No change | 412 | $29K |
| Operose Advisors LLC | 0.01% | No change | 392 | $28K |
| Toth Financial Advisory Corp. | 0.00% | No change | 376 | $27K |
| Compass Wealth Management LLC | 0.01% | No change | 349 | $25K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 329 | $24K |
| Nova Wealth Management, Inc. | 0.02% | — | 327 | $23K |
| Lindbrook Capital, LLC | 0.00% | No change | 325 | $23K |
| Centricity Wealth Management, LLC | 0.02% | — | 308 | $22K |
| Anfield Capital Management, LLC | 0.01% | Add +28.4% | 307 | $22K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 304 | $22K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -24.0% | 275 | $20K |
| Abound Wealth Management | 0.01% | Add +0.4% | 269 | $19K |
| Ameriflex Group, Inc. | 0.01% | — | 255 | $19K |
| FWL Investment Management, LLC | 0.01% | No change | 262 | $19K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 262 | $19K |
| Legacy Investment Solutions, LLC | 0.01% | No change | 254 | $19K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 254 | $19K |
| Coston, McIsaac & Partners | 0.01% | No change | 262 | $18K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 251 | $18K |
| IMG Wealth Management, Inc. | 0.02% | — | 239 | $17K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -76.2% | 231 | $17K |
| Principal Securities, Inc. | 0.00% | Reduce -12.2% | 230 | $16K |
| Bessemer Group Inc. | 0.00% | Reduce -94.0% | 226 | $16K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 175 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 167 | $12K |
| TD Waterhouse Canada Inc. | 0.00% | Add +628.6% | 153 | $11K |
| Caldwell Trust Co | 0.00% | No change | 150 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.0% | 124 | $9K |
| Crews Bank & Trust | 0.00% | — | 123 | $9K |
| Front Row Advisors LLC | 0.00% | No change | 107 | $8K |
| LGT Financial Advisors LLC | 0.02% | No change | 106 | $8K |
| Oakworth Capital, Inc. | 0.00% | Reduce -35.0% | 106 | $8K |
| Tower View Wealth Management LLC | 0.00% | No change | 100 | $7K |
| Orion Capital Management LLC | 0.00% | New | 80 | $6K |
| 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% | No change | 50 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 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 -34.4% | 21 | $2K |
| Transce3nd, LLC | 0.00% | — | 15 | $1K |
| Lanark Financial, Inc. | 0.01% | — | 1 | $96 |
| Decker Retirement Planning Inc. | 0.00% | — | 1 | $71 |
| Simplex Trading, LLC | 0.00% | New | 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.