SS SPDR P S&P 1500 Comp ETFSPTMETF
13F holders, Q1 2025 (March 31)637holders +3
42new positions
34sold out
2famous investors
$67.91avg. 13F price*
At the end of Q1 2025, 637 institutions reported holding SS SPDR P S&P 1500 Comp ETF (SPTM) in their 13F filings, up 3 from Q4 2024. 42 opened new positions and 34 sold out. The largest holders were LPL Financial LLC ($555.7M), Cwm, LLC ($214.7M) and Private Advisor Group, LLC ($205.5M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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 (Q1 2025)
- CUSIP
- 78464A805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $51.5M |
| Exits | 34 | $130.6M |
All 13F filers, Q4 2024 → Q1 2025: 6,686,438 shares bought and 7,467,066 shares sold, net −780,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 637 holders
| LPL Financial LLC | 0.22% | Reduce -2.8% | 8,170,141 | $555.7M |
| Cwm, LLC | 0.86% | Reduce -6.1% | 3,156,417 | $214.7M |
| Private Advisor Group, LLC | 1.24% | Reduce -0.3% | 3,021,322 | $205.5M |
| Valmark Advisers, Inc. | 2.73% | Add +5.7% | 2,657,632 | $180.7M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -10.5% | 2,384,736 | $162.2M |
| Wealthcare Advisory Partners LLC | 3.97% | Reduce -0.8% | 2,173,356 | $147.8M |
| Creative Planning | 0.12% | Add +448.2% | 1,812,788 | $123.3M |
| Modern Wealth Management, LLC | 3.68% | Reduce -1.2% | 1,694,483 | $115.2M |
| Syntegra Private Wealth Group, LLC | 12.63% | Add +3.1% | 1,588,150 | $108.0M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Reduce -5.2% | 1,578,299 | $107.3M |
| Professional Financial Advisors, LLC | 26.75% | Add +1.5% | 1,548,943 | $105.3M |
| Hughes Financial Services, LLC | 19.77% | Reduce -0.9% | 1,481,754 | $101.1M |
| RFG Advisory, LLC | 2.73% | Reduce -26.3% | 1,483,749 | $100.9M |
| Morgan Stanley | 0.01% | Add +14.6% | 1,476,265 | $100.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -7.3% | 1,425,130 | $96.8M |
| Legacy Private Trust Co. | 5.81% | Add +39.3% | 1,241,864 | $84.5M |
| Osaic Holdings, Inc. | 0.18% | Reduce -10.8% | 1,168,745 | $79.5M |
| Wells Fargo & Company | 0.02% | Reduce -2.8% | 1,149,403 | $78.2M |
| Wealthquest Corp | 6.16% | Reduce -2.4% | 1,085,420 | $73.8M |
| ARS Wealth Advisors Group, LLC | 9.58% | Reduce -0.7% | 996,797 | $67.8M |
| RVW Wealth, LLC | 6.38% | Add +215.3% | 996,174 | $67.7M |
| Rockbridge Investment Management, LCC | 7.84% | Reduce -3.0% | 973,696 | $66.2M |
| Allworth Financial LP | 0.33% | Reduce -12.7% | 885,048 | $58.8M |
| Keener Financial Planning LLC | 36.24% | Reduce -6.2% | 819,766 | $55.8M |
| Stratos Wealth Partners, LTD. | 0.84% | Reduce -1.7% | 798,657 | $54.3M |
| Bank of America Corp. | 0.00% | Add +20.5% | 797,627 | $54.2M |
| Woodard & Co. Asset Management Group Inc. | 10.56% | Add +22.9% | 742,890 | $50.5M |
| Financial Strategies Group, Inc. | 11.42% | Reduce -0.6% | 739,692 | $48.3M |
| Shepherd Financial Partners LLC | 5.65% | Reduce -52.3% | 708,605 | $48.2M |
| Rosenberg Matthew Hamilton | 11.69% | Add +9.8% | 685,690 | $46.6M |
| Baltimore-Washington Financial Advisors, Inc. | 2.35% | Add +4.1% | 642,863 | $43.7M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -4.5% | 629,953 | $42.8M |
| Blueprint Investment Partners LLC | 7.80% | Reduce -38.6% | 628,256 | $42.7M |
| Weitzel Financial Services, Inc. | 20.33% | Reduce -1.8% | 652,736 | $42.6M |
| Cerity Partners LLC | 0.08% | Reduce -0.4% | 607,596 | $41.3M |
| Winch Advisory Services, LLC | 10.51% | Add +1.9% | 584,256 | $39.7M |
| Voisard Asset Management Group, Inc. | 10.92% | Add +33.8% | 549,494 | $37.4M |
| Jaffetilchin Investment Partners, LLC | 2.55% | Reduce -0.8% | 515,968 | $35.1M |
| Advisors Capital Management, LLC | 0.53% | Add +31.9% | 499,837 | $34.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -19.2% | 499,820 | $34.0M |
| Treasure Coast Financial Planning | 20.05% | Reduce -0.9% | 475,661 | $32.3M |
| N.E.W. Advisory Services LLC | 2.46% | Add +16.5% | 473,142 | $32.2M |
| VestGen Advisors, LLC | 1.41% | — | 456,756 | $31.1M |
| Park Avenue Securities LLC | 0.37% | Reduce -0.6% | 447,378 | $30.4M |
| GM Advisory Group, LLC | 1.61% | Reduce -1.2% | 438,237 | $29.8M |
| Winthrop Advisory Group LLC | 3.47% | Reduce -6.7% | 424,904 | $28.9M |
| Geneos Wealth Management Inc. | 0.90% | Add +10.3% | 393,392 | $26.8M |
| Townsquare Capital LLC | 0.28% | Add +1648.4% | 389,529 | $26.5M |
| Jacobi Capital Management LLC | 1.94% | Add +62.2% | 387,350 | $26.3M |
| Rinkey Investments | 8.27% | Reduce -2.3% | 383,651 | $26.1M |
| Portfolio Strategies, Inc. | 3.95% | Reduce -10.2% | 375,204 | $25.5M |
| Royal Bank of Canada | 0.01% | Add +32.4% | 375,152 | $25.5M |
| Equitable Holdings, Inc. | 0.23% | Add +4.9% | 353,171 | $24.0M |
| Boston Standard Wealth Management, LLC | 5.26% | Add +3.7% | 360,960 | $23.9M |
| Waverly Advisors, LLC | 0.29% | Reduce -0.9% | 351,250 | $23.9M |
| Kingsview Wealth Management, LLC | 0.43% | Add +6.2% | 338,776 | $23.0M |
| Rialto Wealth Management, LLC | 7.01% | Add +28.7% | 328,368 | $22.3M |
| SigFig Wealth Management, LLC | 0.79% | Reduce -3.8% | 341,551 | $21.8M |
| Astor Investment Management LLC | 11.40% | Reduce -1.1% | 315,074 | $21.4M |
| DORVAL Corp | 8.47% | Add +0.4% | 291,341 | $21.0M |
| Fox Financial, Inc | 19.79% | Add +0.9% | 309,185 | $21.0M |
| Aquire Wealth Advisors, LLC | 6.35% | Reduce -1.7% | 303,299 | $20.6M |
| Balefire, LLC | 6.93% | Reduce -1.6% | 297,207 | $20.2M |
| Abound Financial, LLC | 10.14% | Add +6.3% | 294,699 | $20.0M |
| AllGen Financial Advisors, Inc. | 5.74% | New | 285,342 | $19.4M |
| MML Investors Services, LLC | 0.06% | Add +55.1% | 284,610 | $19.4M |
| Callan Capital, LLC | 1.41% | Reduce -3.5% | 281,017 | $19.1M |
| Money Concepts Capital Corp. | 1.43% | Add +2.5% | 280,766 | $19.1M |
| JPMorgan Chase & Co. | 0.00% | Add +24.5% | 268,286 | $18.2M |
| Zhang Financial LLC | 0.96% | Add +38.5% | 266,548 | $18.1M |
| Annex Advisory Services, LLC | 0.51% | Reduce -3.9% | 264,609 | $18.0M |
| Parallel Advisors, LLC | 0.40% | Reduce -3.7% | 259,528 | $17.7M |
| Compass Financial Group, INC | 3.33% | Reduce -1.1% | 259,065 | $17.6M |
| Blueprint Financial Advisors LLC | 9.53% | — | 258,412 | $17.6M |
| Capasso Planning Partners LLC | 7.33% | Reduce -0.8% | 257,445 | $17.5M |
| Royal Harbor Partners, LLC | 6.52% | Reduce -56.0% | 247,385 | $16.8M |
| BIP Wealth, LLC | 1.05% | Add +8.5% | 237,082 | $16.1M |
| Pure Financial Advisors, LLC | 0.33% | Reduce -1.7% | 231,048 | $15.7M |
| Moloney Securities Asset Management, LLC | 1.97% | Add +166.4% | 212,412 | $14.4M |
| Mariner, LLC | 0.02% | Reduce -25.3% | 202,949 | $13.8M |
| Facet Wealth, Inc. | 0.35% | Add +37.6% | 199,805 | $13.7M |
| MPWM Advisory Solutions, LLC | 9.86% | Add +21.8% | 199,721 | $13.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.4% | 199,057 | $13.5M |
| Atlas Private Wealth Advisors | 1.82% | Add +463.8% | 192,031 | $13.1M |
| Capital Advisory Group Advisory Services, LLC | 4.98% | Reduce -0.8% | 191,677 | $13.0M |
| Great Lakes Advisors, LLC | 0.11% | Reduce -13.8% | 188,692 | $12.8M |
| Solano Wealth Investment Advisors LLC | 7.73% | Add +5.3% | 183,644 | $12.5M |
| Principia Wealth Advisory, LLC | 11.59% | Add +2.4% | 182,023 | $12.0M |
| Investment Planning Advisors, Inc. | 4.87% | Reduce -3.4% | 176,319 | $12.0M |
| Snowden Capital Advisors LLC | 0.38% | Add +0.3% | 172,925 | $11.8M |
| Sentinel Pension Advisors, LLC | 2.15% | Reduce -0.3% | 172,031 | $11.7M |
| Retirement Capital Strategies | 4.56% | Reduce -2.5% | 171,650 | $11.7M |
| IAG Wealth Partners, LLC | 1.79% | Add +2.2% | 169,776 | $11.5M |
| Capital Analysts, LLC | 0.43% | Reduce -9.5% | 169,431 | $11.5M |
| HBW Advisory Services LLC | 1.63% | Add +4.5% | 168,859 | $11.5M |
| Farther Finance Advisors, LLC | 0.29% | Add +35963.2% | 167,333 | $11.4M |
| Two Sigma Investments, LP | 0.03% | Reduce -28.7% | 162,000 | $11.0M |
| Arete Wealth Advisors, LLC | 0.83% | Add +5.6% | 160,254 | $10.9M |
| Balentine LLC | 0.44% | Reduce -0.9% | 154,654 | $10.5M |
| G&S Capital LLC | 4.42% | Reduce -2.1% | 153,218 | $10.4M |
| Fourth Dimension Wealth, LLC | 4.96% | Reduce -12.6% | 150,871 | $10.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.8% | 149,340 | $10.2M |
| Freedom Day Solutions, LLC | 3.07% | Reduce -2.2% | 147,460 | $10.0M |
| Investors Research Corp | 2.17% | Reduce -0.6% | 147,172 | $10.0M |
| Bensler, LLC | 1.25% | Add +8.7% | 147,130 | $10.0M |
| Evensky & Katz LLC | 0.65% | Reduce -3.3% | 141,988 | $9.7M |
| Summit Investment Advisory Services, LLC | 4.64% | Add +1.0% | 139,136 | $9.5M |
| Cornerstone Financial Group, LLC | 8.46% | Add +41.8% | 132,681 | $9.4M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -11.6% | 137,627 | $9.4M |
| Beacon Financial Group | 1.01% | Reduce -7.2% | 136,312 | $9.3M |
| Roble, Belko & Company, Inc | 1.47% | Add +100.7% | 135,175 | $9.2M |
| IRON Financial LLC | 5.07% | Add +1.2% | 132,865 | $9.0M |
| XML Financial, LLC | 0.83% | Add +6.9% | 131,353 | $8.9M |
| Cannon Financial Strategists, Inc. | 1.47% | Reduce -1.9% | 125,713 | $8.5M |
| Redwood Financial Network Corp | 6.37% | Add +3.2% | 122,975 | $8.4M |
| Spartan Planning & Wealth Management | 8.09% | Reduce -32.5% | 122,792 | $8.4M |
| Western Wealth Management, LLC | 0.55% | Add +7.4% | 121,967 | $8.3M |
| Larson Financial Group LLC | 0.38% | Reduce -8.3% | 117,908 | $8.0M |
| Little House Capital LLC | 2.12% | New | 113,600 | $7.7M |
| Financial Management Professionals, Inc. | 0.98% | Add +9.2% | 113,194 | $7.7M |
| Atria Investments, Inc | 0.09% | Add +3.2% | 108,428 | $7.4M |
| Independent Financial Group, LLC | 0.25% | Add +0.5% | 105,013 | $7.1M |
| AE Wealth Management LLC | 0.06% | Add +39.1% | 104,765 | $7.1M |
| Truist Financial Corp. | 0.01% | Add +1.5% | 103,841 | $7.1M |
| UBS Group AG | 0.00% | Add +20.2% | 102,953 | $7.0M |
| PAX Financial Group, LLC | 1.22% | Reduce -2.7% | 101,000 | $6.9M |
| Breakwater Investment Management | 2.88% | Add +0.2% | 99,324 | $6.8M |
| Exchange Capital Management, Inc. | 1.05% | Add +14.6% | 95,550 | $6.5M |
| FreeGulliver LLC | 3.29% | Add +0.9% | 95,512 | $6.5M |
| Tempus Wealth Planning, LLC | 1.92% | Reduce -2.5% | 94,678 | $6.4M |
| Cetera Investment Advisers | 0.01% | Add +8.0% | 93,080 | $6.3M |
| Cascade Investment Group, Inc. | 4.85% | Reduce -2.9% | 92,795 | $6.3M |
| Wealth Alliance Advisory Group, LLC | 1.30% | New | 92,137 | $6.3M |
| Collaborative Wealth Managment Inc. | 2.92% | Reduce -1.8% | 91,718 | $6.2M |
| FMR LLC | 0.00% | Add +7.5% | 91,580 | $6.2M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Add +1.9% | 90,119 | $6.1M |
| Perennial Investment Advisors, LLC | 0.68% | Reduce -38.5% | 89,221 | $6.1M |
| TD Capital Management LLC | 0.61% | Add +19.6% | 88,164 | $6.0M |
| Sterneck Capital Management, LLC | 3.22% | Add +0.6% | 87,474 | $5.9M |
| Cabot Wealth Management Inc. | 0.76% | Add +2.6% | 87,163 | $5.9M |
| Capital Group Private Client Services, Inc. | 0.06% | No change | 84,925 | $5.8M |
| Cary Street Partners Financial LLC | 0.18% | Reduce -2.0% | 84,001 | $5.7M |
| SFG Wealth Management, LLC. | 2.76% | Reduce -14.1% | 82,983 | $5.6M |
| Integrated Capital Management, Inc. | 4.42% | Add +3.3% | 81,597 | $5.5M |
| Flow Traders U.S. LLC | 0.23% | Add +399.2% | 80,624 | $5.5M |
| Savant Capital, LLC | 0.05% | Reduce -5.6% | 80,105 | $5.4M |
| Mutual Advisors, LLC | 0.16% | Reduce -3.0% | 81,203 | $5.4M |
| Isthmus Partners, LLC | 0.68% | Add +1.2% | 79,508 | $5.4M |
| Roundview Capital LLC | 0.39% | Add +2.4% | 79,179 | $5.4M |
| Captrust Financial Advisors | 0.01% | Reduce -1.6% | 79,069 | $5.4M |
| Legacy Capital Group California, Inc. | 1.83% | Add +1.5% | 77,144 | $5.2M |
| Flagship Harbor Advisors, LLC | 0.27% | Reduce -6.8% | 76,883 | $5.2M |
| Susquehanna International Group, LLP | 0.01% | Add +1872.6% | 75,946 | $5.2M |
| JT Stratford LLC | 0.89% | Add +39.3% | 73,487 | $5.0M |
| Values Added Financial LLC | 2.66% | Reduce -3.6% | 70,528 | $4.8M |
| HighTower Advisors, LLC | 0.01% | Add +10.0% | 68,640 | $4.7M |
| Aldebaran Financial Inc. | 5.70% | Reduce -2.0% | 68,617 | $4.7M |
| TKG Advisors, LLC | 2.29% | Reduce -6.8% | 68,385 | $4.7M |
| Dagco, Inc. | 1.47% | Add +6.4% | 66,775 | $4.5M |
| Trinity Wealth Management, LLC | 2.05% | Add +0.2% | 65,953 | $4.5M |
| Beam Wealth Advisors, Inc. | 1.50% | Add +0.3% | 65,612 | $4.5M |
| Slagle Financial, LLC | 1.97% | Reduce -3.8% | 65,378 | $4.4M |
| KWB Wealth | 0.53% | Reduce -26.5% | 61,582 | $4.4M |
| Austin Wealth Management, LLC | 0.88% | Add +0.1% | 66,033 | $4.4M |
| IHT Wealth Management, LLC | 0.13% | Reduce -46.3% | 63,391 | $4.3M |
| Advocacy Wealth Management, LLC | 0.29% | Reduce -0.6% | 62,525 | $4.3M |
| Corient Private Wealth LP | 0.01% | Reduce -5.1% | 62,038 | $4.2M |
| Focus Partners Wealth | 0.01% | Add +30.3% | 61,913 | $4.2M |
| LVM Capital Management Ltd. | 0.46% | Add +2.8% | 60,923 | $4.1M |
| CGN Advisors LLC | 0.40% | Add +2.6% | 60,313 | $4.1M |
| Advisory Services Network, LLC | 0.08% | Reduce -4.2% | 59,570 | $4.1M |
| Greenleaf Trust | 0.04% | No change | 57,959 | $3.9M |
| Harbour Investments, Inc. | 0.11% | Reduce -26.3% | 57,684 | $3.9M |
| Journey Advisory Group, LLC | 0.32% | Reduce -10.3% | 57,682 | $3.9M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -3.6% | 57,115 | $3.9M |
| Good Life Advisors, LLC | 0.27% | Add +2.4% | 56,190 | $3.8M |
| Apeiron RIA LLC | 1.15% | Add +1.0% | 56,154 | $3.8M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -3.6% | 55,022 | $3.7M |
| Peterson Wealth Advisors, LLC | 0.72% | Reduce -4.2% | 60,841 | $3.7M |
| Praetorian Wealth Management, Inc. | 0.90% | Reduce -0.2% | 54,567 | $3.7M |
| Old Mission Capital LLC | 0.07% | New | 53,158 | $3.6M |
| Graypoint LLC | 0.22% | Add +1.9% | 51,043 | $3.5M |
| Jacksonville Wealth Management, LLC | 3.29% | Add +1.9% | 49,098 | $3.3M |
| Avior Wealth Management, LLC | 0.13% | Add +5.0% | 48,841 | $3.3M |
| Aptus Capital Advisors, LLC | 0.04% | Add +0.1% | 48,760 | $3.3M |
| AIFG Consultants Ltd. | 5.41% | Reduce -7.9% | 48,315 | $3.3M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -58.7% | 48,064 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -61.1% | 47,486 | $3.2M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +59.7% | 46,184 | $3.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +9.3% | 45,086 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.1% | 44,962 | $3.1M |
| Ervin Investment Management, LLC | 2.06% | Reduce -52.2% | 77,668 | $3.1M |
| Advisor OS, LLC | 0.35% | Reduce -2.2% | 44,873 | $3.1M |
| Compass Financial Group, Inc. | 1.56% | Reduce -0.3% | 44,667 | $3.0M |
| MJP Associates Inc. | 0.54% | Add +0.9% | 44,228 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -3.8% | 42,774 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -3.8% | 42,774 | $2.9M |
| Sheets Smith Wealth Management | 0.36% | Add +6.4% | 42,056 | $2.9M |
| Equita Financial Network, Inc. | 1.00% | Reduce -2.0% | 41,965 | $2.9M |
| Michael A. Dubis Financial Planning, LLC | 2.73% | Add +0.1% | 41,315 | $2.8M |
| Betterment LLC | 0.01% | Add +12.3% | 40,040 | $2.7M |
| Medallion Wealth Advisors, LLC | 1.20% | Add +21.7% | 38,748 | $2.6M |
| Dogwood Wealth Management LLC | 1.39% | Reduce -14.9% | 38,758 | $2.6M |
| AQR Capital Management | 0.00% | New | 36,825 | $2.5M |
| Orca Investment Management, LLC | 2.49% | Reduce -0.2% | 36,652 | $2.5M |
| Bank of Hawaii | 0.14% | Reduce -0.8% | 36,463 | $2.5M |
| Altus Wealth Group LLC | 1.16% | Reduce -3.6% | 36,433 | $2.5M |
| Financial Sense Advisors, Inc. | 0.70% | Add +11.8% | 35,840 | $2.4M |
| Wealth Advisory Solutions, LLC | 0.62% | Add +8.7% | 34,362 | $2.3M |
| Founders Financial Alliance, LLC | 0.56% | Add +20.3% | 34,210 | $2.3M |
| Strategic Financial Planning, Inc. | 1.57% | Add +0.0% | 33,451 | $2.3M |
| Bawa N Mallick Trust | 1.08% | No change | 33,400 | $2.3M |
| Tennessee Valley Asset Management Partners | 0.37% | Add +8.7% | 33,218 | $2.3M |
| Pitcairn Co. | 0.14% | Reduce -19.2% | 33,050 | $2.2M |
| Claro Advisors Inc. | 0.30% | Add +20.1% | 33,022 | $2.2M |
| Sfmg, LLC | 0.18% | Reduce -11.9% | 32,785 | $2.2M |
| Legacy Advisory Services, LLC | 1.87% | Add +4.3% | 32,515 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -16.5% | 32,114 | $2.2M |
| Quent Capital, LLC | 0.23% | Add +2.6% | 31,702 | $2.2M |
| Bridgewealth Advisory Group, LLC | 2.82% | Reduce -86.0% | 31,571 | $2.1M |
| Cardiff Park Advisors, LLC | 0.21% | Add +314.2% | 31,550 | $2.1M |
| Raab & Moskowitz Asset Management LLC | 0.54% | Reduce -0.9% | 31,327 | $2.1M |
| Fingerlakes Wealth Management, Inc. | 1.80% | Reduce -3.0% | 31,048 | $2.1M |
| Financial Enhancement Group LLC | 0.33% | Reduce -1.9% | 32,732 | $2.1M |
| Financial Gravity Asset Management, Inc. | 0.46% | — | 30,717 | $2.1M |
| Wade Financial Advisory, Inc | 0.71% | Add +0.0% | 30,634 | $2.1M |
| Tyler-Stone Wealth Management | 0.37% | Add +8.1% | 30,474 | $2.1M |
| Matauro, LLC | 0.41% | Reduce -0.5% | 29,943 | $2.0M |
| Modera Wealth Management, LLC | 0.03% | Reduce -5.2% | 29,914 | $2.0M |
| Westside Investment Management, Inc. | 0.42% | Add +0.0% | 28,784 | $2.0M |
| Trilogy Capital Inc. | 0.10% | Reduce -77.8% | 28,166 | $1.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.26% | Reduce -2.0% | 27,971 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +86.5% | 28,098 | $1.9M |
| SouthState Bank Corp | 0.09% | New | 27,738 | $1.9M |
| OneAscent Financial Services LLC | 0.12% | Add +2.5% | 27,437 | $1.9M |
| Axxcess Wealth Management, LLC | 0.05% | Add +26.8% | 27,352 | $1.9M |
| Northwest Wealth Management, LLC | 0.36% | Add +6.2% | 26,874 | $1.8M |
| Merit Financial Group, LLC | 0.03% | Add +22.3% | 26,844 | $1.8M |
| WealthPlan Investment Management, LLC | 0.18% | Reduce -12.9% | 26,553 | $1.8M |
| LJI Wealth Management, LLC | 0.36% | Add +15.4% | 26,437 | $1.8M |
| Cahill Wealth Management, LLC | 0.91% | Reduce -0.9% | 26,335 | $1.8M |
| LexAurum Advisors, LLC | 0.34% | Add +1.6% | 25,846 | $1.8M |
| Virtue Capital Management, LLC | 0.20% | Add +38.0% | 25,680 | $1.7M |
| Jackson, Grant Investment Advisers, Inc. | 0.68% | Add +26.1% | 25,647 | $1.7M |
| NWF Advisory Services Inc. | 0.24% | No change | 25,622 | $1.7M |
| Wrenne Financial Planning LLC | 0.91% | Reduce -0.3% | 25,254 | $1.7M |
| Oakwell Private Wealth Management, LLC | 0.47% | Reduce -7.5% | 25,090 | $1.7M |
| Broderick Brian C | 0.35% | Reduce -8.8% | 25,000 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -3.8% | 24,819 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -1.9% | 24,542 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -16.3% | 24,408 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -29.1% | 24,352 | $1.7M |
| JFS Wealth Advisors, LLC | 0.11% | Reduce -3.1% | 23,948 | $1.6M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -2.5% | 23,616 | $1.6M |
| Seaside Wealth Management, Inc. | 0.56% | Reduce -0.0% | 23,220 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Reduce -2.8% | 23,178 | $1.6M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.7% | 22,973 | $1.6M |
| Stevens Capital Partners | 0.73% | Add +6.0% | 22,884 | $1.6M |
| Wooster Corthell Wealth Management, Inc. | 0.32% | Add +9.3% | 22,646 | $1.5M |
| BlackRock, Inc. | 0.00% | Add +3.7% | 22,399 | $1.5M |
| L.M. Kohn & Company | 0.39% | Add +21.8% | 22,148 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.0% | 21,974 | $1.5M |
| Daymark Wealth Partners, LLC | 0.06% | New | 21,620 | $1.5M |
| Wealthcare Capital Partners, LLC | 0.75% | Add +4.2% | 21,588 | $1.5M |
| Advance Capital Management, Inc. | 0.07% | Add +0.3% | 21,400 | $1.5M |
| FMA Wealth Management, LLC | 1.12% | Reduce -4.3% | 20,092 | $1.5M |
| Sentinel Trust Co. Lba | 0.17% | Reduce -48.1% | 21,263 | $1.4M |
| Towercrest Capital Management | 0.27% | Reduce -3.5% | 21,165 | $1.4M |
| Colton Groome Financial Advisors, LLC | 0.56% | Add +2.1% | 21,302 | $1.4M |
| Sunburst Financial Group, LLC | 0.35% | Reduce -0.2% | 20,940 | $1.4M |
| Morling Financial Advisors, LLC | 0.48% | Reduce -1.3% | 20,614 | $1.4M |
| Nicolet Advisory Services, LLC | 0.14% | Reduce -10.2% | 21,930 | $1.4M |
| CreativeOne Wealth, LLC | 0.04% | Add +13.3% | 20,245 | $1.4M |
| Sharper & Granite LLC | 0.57% | Reduce -0.5% | 20,211 | $1.4M |
| Alta Wealth Advisors LLC | 0.63% | Add +0.3% | 20,119 | $1.4M |
| Westwood Holdings Group Inc. | 0.01% | No change | 19,863 | $1.4M |
| Private Wealth Group, LLC | 0.79% | Reduce -2.8% | 19,797 | $1.3M |
| FSA Wealth Management LLC | 0.57% | Reduce -4.3% | 19,756 | $1.3M |
| Stewardship Advisors, LLC | 0.36% | No change | 19,630 | $1.3M |
| McClarren Financial Advisors, Inc. | 0.88% | Reduce -12.3% | 17,154 | $1.3M |
| Strategic Blueprint, LLC | 0.07% | Reduce -0.6% | 19,598 | $1.3M |
| Legacy Capital Wealth Partners, LLC | 0.33% | Reduce -0.7% | 19,557 | $1.3M |
| Telos Capital Management, Inc. | 0.14% | Reduce -0.2% | 19,225 | $1.3M |
| Asset Dedication, LLC | 0.11% | No change | 19,214 | $1.3M |
| Priebe Wealth Holdings LLC | 0.80% | Reduce -26.5% | 18,900 | $1.3M |
| Blue Edge Capital, LLC | 0.21% | Add +5.0% | 18,806 | $1.3M |
| Red Mountain Financial, LLC | 1.55% | Add +25.8% | 18,750 | $1.3M |
| Better Money Decisions, LLC | 0.84% | Reduce -3.6% | 18,551 | $1.3M |
| Climber Capital SA | 0.98% | Reduce -22.3% | 21,575 | $1.2M |
| Alliance Wealth Management Group | 0.33% | Reduce -3.9% | 18,174 | $1.2M |
| Apollon Wealth Management, LLC | 0.03% | Add +0.2% | 17,928 | $1.2M |
| Glenview Trust Co | 0.02% | No change | 17,861 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -2.6% | 17,688 | $1.2M |
| WCG Wealth Advisors LLC | 0.09% | Reduce -0.1% | 17,654 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +0.3% | 17,473 | $1.2M |
| Insight Advisors, LLC/ PA | 0.21% | Add +10.2% | 17,427 | $1.2M |
| Astoria Strategic Wealth, Inc. | 0.34% | Add +2.1% | 17,124 | $1.2M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.31% | No change | 16,978 | $1.2M |
| Clark Capital Management Group, Inc. | 0.01% | Add +6.6% | 16,894 | $1.1M |
| Waller Financial Planning Group, Inc. | 0.32% | Add +3.6% | 16,875 | $1.1M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 16,869 | $1.1M |
| Strategic Financial Concepts, LLC | 0.21% | Add +2.4% | 16,846 | $1.1M |
| First Horizon Advisors, Inc. | 0.03% | Reduce -3.9% | 16,767 | $1.1M |
| Root Financial Partners, LLC | 0.12% | Add +0.5% | 16,757 | $1.1M |
| Proficio Capital Partners LLC | 0.09% | No change | 16,726 | $1.1M |
| Comprehensive Money Management Services LLC | 0.91% | Reduce -4.4% | 16,581 | $1.1M |
| Keystone Financial Group, Inc. | 0.79% | Reduce -2.1% | 16,599 | $1.1M |
| Leeward Financial Partners, LLC | 0.41% | Add +0.3% | 16,134 | $1.1M |
| Private Trust Co. NA | 0.11% | Add +25.2% | 15,903 | $1.1M |
| Lifeworks Advisors, LLC | 0.17% | Reduce -7.7% | 15,390 | $1.0M |
| Sutton Place Investors LLC | 0.70% | Reduce -0.4% | 15,336 | $1.0M |
| Advyzon Investment Management, LLC | 0.36% | Add +150.3% | 14,853 | $1.0M |
| Nikulski Financial, Inc. | 0.30% | Reduce -1.1% | 14,648 | $996K |
| Bernardo Wealth Planning LLC | 0.24% | Add +0.0% | 14,448 | $983K |
| Penobscot Wealth Management | 0.41% | Add +2.5% | 14,326 | $974K |
| Cambridge Financial Group, LLC | 0.40% | No change | 13,974 | $950K |
| Clearstead Advisors, LLC | 0.01% | Add +801.5% | 13,929 | $947K |
| Bleakley Financial Group, LLC | 0.03% | Add +21.9% | 13,911 | $946K |
| NorthRock Partners, LLC | 0.03% | Reduce -1.7% | 13,809 | $939K |
| Armbruster Capital Management, Inc. | 0.18% | Add +0.5% | 13,628 | $927K |
| Advisor Resource Council | 0.07% | New | 13,584 | $924K |
| TLWM | 0.18% | Reduce -0.2% | 13,572 | $923K |
| Continuum Advisory, LLC | 0.12% | Reduce -3.5% | 13,567 | $923K |
| Assetmark, Inc. | 0.00% | Reduce -50.0% | 13,530 | $920K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +106.1% | 13,488 | $917K |
| Arthur M. Cohen & Associates, LLC | 0.17% | No change | 12,825 | $872K |
| Sequent Planning LLC | 0.31% | Add +7.7% | 12,705 | $864K |
| GenTrust, LLC | 0.04% | No change | 12,562 | $854K |
| Franklin Resources Inc. | 0.00% | No change | 12,455 | $847K |
| L & S Advisors Inc | 0.12% | Add +16.0% | 12,339 | $839K |
| First Trust Advisors LP | 0.00% | Add +13.1% | 12,287 | $836K |
| Prentice Wealth Management LLC | 0.24% | Reduce -8.1% | 12,252 | $833K |
| Belpointe Asset Management LLC | 0.04% | Add +31.8% | 12,069 | $821K |
| Wedbush Securities Inc. | 0.03% | Reduce -5.1% | 11,933 | $812K |
| Goldstein Advisors, LLC | 0.12% | Reduce -0.3% | 11,886 | $808K |
| Paulson Wealth Management Inc. | 0.23% | Add +55.4% | 11,849 | $806K |
| US Financial Advisors, LLC | 0.23% | Add +2.6% | 11,645 | $792K |
| DAVENPORT & Co LLC | 0.00% | No change | 11,390 | $775K |
| Vertex Planning Partners, LLC | 0.17% | Reduce -5.9% | 11,140 | $758K |
| Brookstone Capital Management | 0.01% | Reduce -22.2% | 11,129 | $757K |
| Novem Group | 0.11% | Reduce -12.3% | 11,086 | $754K |
| WNY Asset Management, LLC | 0.09% | Add +2.6% | 11,078 | $753K |
| Arlington Trust Co LLC | 0.16% | Add +36.7% | 11,065 | $753K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +1548.3% | 11,027 | $750K |
| Darrow Company, Inc. | 0.41% | Reduce -6.6% | 10,938 | $744K |
| MBE Wealth Management, LLC | 0.35% | Add +0.5% | 10,901 | $741K |
| Ridgeline Wealth Planning, LLC | 0.73% | No change | 10,879 | $740K |
| Coppell Advisory Solutions LLC | 0.10% | Reduce -35.6% | 10,850 | $730K |
| Koshinski Asset Management, Inc. | 0.06% | Add +0.3% | 10,588 | $720K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +6.0% | 10,570 | $719K |
| Intrua Financial, LLC | 0.11% | Reduce -7.7% | 10,551 | $718K |
| German American Bancorp, Inc. | 0.08% | No change | 10,525 | $716K |
| Gibson Wealth Advisors LLC | 0.57% | No change | 10,500 | $714K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.7% | 10,485 | $713K |
| Texas Yale Capital Corp. | 0.03% | No change | 10,446 | $710K |
| Ridgeline Wealth, LLC | 0.60% | No change | 10,419 | $709K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +8158.1% | 10,240 | $696K |
| Burns Matteson Capital Management, LLC | 0.37% | New | 10,216 | $695K |
| Fourpath Capital Management, LLC | 0.12% | Reduce -0.6% | 10,208 | $694K |
| OLIO Financial Planning | 0.24% | No change | 10,142 | $690K |
| CoreCap Advisors, LLC | 0.03% | Reduce -11.7% | 10,004 | $680K |
| Prosperity Financial Group, Inc. | 0.34% | Reduce -27.0% | 9,931 | $675K |
| Manhattan West Asset Management, LLC | 0.17% | Reduce -3.6% | 9,720 | $661K |
| Koss-Olinger Consulting, LLC | 0.06% | New | 9,707 | $660K |
| Arkadios Wealth Advisors | 0.03% | Add +18.2% | 9,702 | $660K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -24.5% | 9,622 | $654K |
| Berger Financial Group, Inc | 0.04% | Reduce -5.4% | 9,531 | $648K |
| Northern Trust Corp. | 0.00% | Reduce -35.5% | 9,409 | $640K |
| Crew Capital Management, Ltd | 0.51% | Add +3.0% | 9,247 | $629K |
| Echo Wealth Management, LLC | 0.42% | Reduce -48.9% | 9,068 | $617K |
| Moneco Advisors, LLC | 0.06% | Add +4.8% | 9,062 | $616K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.0% | 9,054 | $616K |
| Vista Investment Management | 0.24% | Add +1.4% | 9,010 | $613K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -11.7% | 9,000 | $612K |
| &partners | 0.01% | Reduce -25.9% | 8,918 | $603K |
| SlateStone Wealth, LLC | 0.06% | No change | 8,805 | $599K |
| Colonial River Investments, LLC | 0.33% | Reduce -22.7% | 8,772 | $597K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 8,730 | $594K |
| Jericho Financial, LLP | 0.43% | Add +6.5% | 8,717 | $593K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -33.0% | 8,548 | $581K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 8,467 | $576K |
| Independent Wealth Network Inc. | 0.23% | Add +0.3% | 8,449 | $575K |
| Avantax Advisory Services, Inc. | 0.00% | Add +19.8% | 8,446 | $574K |
| Sowell Financial Services LLC | 0.03% | New | 8,423 | $573K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.5% | 8,189 | $557K |
| Wiser Wealth Management, Inc | 0.15% | Reduce -17.0% | 8,037 | $547K |
| Twelve Points Wealth Management LLC | 0.15% | No change | 8,025 | $546K |
| Destiny Wealth Partners, LLC | 0.09% | Reduce -0.5% | 7,943 | $540K |
| Comerica Bank | 0.00% | Reduce -1.3% | 7,906 | $538K |
| Choreo, LLC | 0.01% | Reduce -1.4% | 7,889 | $537K |
| Signet Financial Management, LLC | 0.07% | Reduce -24.8% | 7,885 | $536K |
| RFG Holdings, Inc. | 0.17% | No change | 7,703 | $524K |
| Barnes Wealth Management Group, Inc | 0.33% | Reduce -0.9% | 7,629 | $519K |
| HRT Financial LP | 0.00% | New | 7,623 | $518K |
| Renaissance Technologies | 0.00% | Reduce -76.3% | 7,600 | $517K |
| Wise Wealth Partners | 1.23% | Add +0.0% | 7,590 | $516K |
| Moseley Investment Management Inc. | 0.20% | Reduce -12.3% | 7,514 | $511K |
| Legacy Wealth Management, LLC / MS | 0.16% | Add +0.1% | 7,412 | $504K |
| Patten Group, Inc. | 0.11% | Reduce -24.9% | 7,338 | $499K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -4.4% | 7,128 | $499K |
| Howard Bailey Securities, LLC | 0.16% | Reduce -18.6% | 7,241 | $492K |
| Rockwood Wealth Management, LLC | 0.05% | Add +25.4% | 7,226 | $491K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +0.1% | 7,110 | $484K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.2% | 7,050 | $479K |
| Crumly & Associates Inc. | 0.13% | No change | 7,048 | $479K |
| Squire Investment Management Company, LLC | 0.20% | No change | 7,048 | $479K |
| Mission Wealth Management, LP | 0.01% | Add +0.0% | 7,032 | $478K |
| Ritholtz Wealth Management | 0.01% | Reduce -26.0% | 6,969 | $474K |
| SpringVest Wealth Management LLC | 0.39% | Add +0.2% | 6,942 | $472K |
| Symphony Financial, Ltd. Co. | 0.28% | Reduce -98.5% | 7,550 | $471K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -4.0% | 6,909 | $470K |
| Bluespring Wealth Management, LLC | 0.05% | Reduce -6.8% | 6,727 | $458K |
| Flynn Zito Capital Management, LLC | 0.21% | Add +0.8% | 6,712 | $456K |
| Raleigh Capital Management Inc. | 0.20% | Reduce -1.0% | 6,656 | $453K |
| GSG Advisors LLC | 0.15% | New | 6,795 | $449K |
| Vestia Personal Wealth Advisors | 0.35% | Reduce -0.1% | 6,566 | $447K |
| Successful Portfolios LLC | 0.30% | Add +0.0% | 6,528 | $444K |
| Pasadena Private Wealth, LLC | 0.09% | New | 6,520 | $443K |
| Brighton Jones LLC | 0.01% | Add +0.3% | 6,463 | $440K |
| Mgo One Seven LLC | 0.02% | Reduce -19.4% | 6,440 | $438K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.6% | 6,392 | $435K |
| Concorde Asset Management, LLC | 0.23% | Add +33.7% | 6,550 | $432K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -45.4% | 6,297 | $428K |
| Kelman-Lazarov, Inc. | 0.08% | Reduce -3.7% | 6,213 | $423K |
| Fusion Capital, LLC | 0.16% | Add +0.3% | 6,157 | $419K |
| RDA Financial Network | 0.12% | No change | 6,126 | $417K |
| Evercore Wealth Management, LLC | 0.01% | New | 6,111 | $416K |
| Intrepid Financial Planning Group LLC | 0.19% | Reduce -12.7% | 5,994 | $408K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 5,983 | $407K |
| Higgins & Schmidt Wealth Strategies LLC | 0.24% | No change | 5,939 | $404K |
| Keystone Financial Group | 0.04% | Reduce -4.5% | 5,927 | $403K |
| PrairieView Partners, LLC | 0.04% | Reduce -12.5% | 5,936 | $403K |
| Richard P Slaughter Associates Inc | 0.09% | Reduce -78.6% | 5,905 | $402K |
| Vigilare Wealth Management | 0.16% | Add +0.3% | 5,895 | $401K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 5,865 | $399K |
| Foresight Capital Management Advisors, Inc. | 0.25% | New | 5,852 | $398K |
| Adams Wealth Management | 0.08% | Add +19.2% | 5,785 | $393K |
| CacheTech Inc. | 0.08% | Add +3.4% | 10,111 | $393K |
| Kingswood Wealth Advisors, LLC | 0.04% | No change | 5,784 | $393K |
| Lloyd Advisory Services, LLC. | 0.20% | Reduce -3.7% | 5,756 | $391K |
| Pinnacle Wealth Management Group, Inc. | 0.27% | Reduce -12.4% | 5,714 | $389K |
| Howard Wealth Management, LLC | 0.21% | Reduce -15.4% | 5,669 | $386K |
| Synergy Investment Management, LLC | 0.16% | Reduce -19.6% | 5,653 | $384K |
| Sightline Wealth Advisors, LLC | 0.20% | Reduce -5.0% | 5,646 | $384K |
| Vawter Financial, Ltd. | 0.21% | Reduce -1.3% | 5,626 | $383K |
| Goodman Financial Corp | 0.08% | Reduce -34.7% | 5,565 | $378K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -10.8% | 5,520 | $375K |
| Arq Wealth Advisors, LLC | 0.14% | Reduce -2.0% | 5,512 | $375K |
| Truepoint, Inc. | 0.01% | Reduce -1.1% | 5,491 | $373K |
| World Equity Group, Inc. | 0.11% | Reduce -56.9% | 5,480 | $373K |
| BCK Partners, Inc. | 0.23% | Add +5.8% | 5,430 | $369K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -11.0% | 5,422 | $369K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +0.8% | 5,337 | $364K |
| Summit Trail Advisors, LLC | 0.01% | No change | 5,301 | $361K |
| Quantinno Capital Management LP | 0.00% | New | 5,301 | $361K |
| Falcon Wealth Planning | 0.04% | Add +0.2% | 5,252 | $357K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -8.6% | 5,251 | $357K |
| Attessa Capital LLC | 0.23% | No change | 5,231 | $356K |
| Country Club Bank | 0.02% | No change | 5,256 | $355K |
| Outlook Wealth Advisors, LLC | 0.10% | Reduce -2.9% | 5,204 | $354K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5,106 | $347K |
| Horst & Graben Wealth Management LLC | 0.06% | Reduce -3.4% | 5,092 | $346K |
| Triumph Capital Management | 0.12% | Add +0.2% | 5,078 | $345K |
| F/m Investments LLC | 0.01% | Add +9.4% | 5,051 | $343K |
| Firethorn Wealth Partners, LLC | 0.16% | Reduce -6.7% | 5,002 | $340K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +24.4% | 4,908 | $334K |
| HUB Investment Partners, LLC | 0.01% | Reduce -4.1% | 4,902 | $333K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -21.9% | 4,854 | $330K |
| Post Resch Tallon Group Inc. | 0.34% | Reduce -2.3% | 4,869 | $330K |
| Beacon Capital Management, LLC | 0.04% | Reduce -6.2% | 4,842 | $329K |
| Johnson Bixby & Associates, LLC | 0.05% | Add +5.4% | 4,808 | $327K |
| Wilson & Boucher Capital Management, LLC | 0.24% | No change | 4,800 | $326K |
| Gradient Capital Advisors, LLC | 0.10% | No change | 4,712 | $320K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 4,697 | $319K |
| WJ Wealth Management, LLC | 0.11% | Reduce -0.1% | 4,670 | $318K |
| Broadway Wealth Solutions, Inc. | 0.23% | Reduce -4.3% | 4,668 | $317K |
| TFG Advisers LLC | 0.11% | Add +23.1% | 4,654 | $317K |
| Partnership Wealth Management, LLC | 0.27% | Reduce -4.5% | 4,634 | $315K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -12.2% | 4,623 | $314K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -17.0% | 4,581 | $312K |
| Flagstone Financial Management | 0.10% | No change | 4,545 | $309K |
| IFP Advisors, Inc | 0.01% | Reduce -21.7% | 4,487 | $305K |
| Retirement Planning Group, LLC | 0.01% | Add +3.7% | 4,482 | $305K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +31.4% | 4,464 | $304K |
| Wedmont Private Capital | 0.02% | No change | 4,676 | $303K |
| Stratos Investment Management, LLC | 0.02% | New | 4,449 | $303K |
| Donaldson Capital Management, LLC | 0.01% | No change | 4,421 | $301K |
| Glassman Wealth Services | 0.05% | No change | 4,396 | $299K |
| Empower Advisory Group, LLC | 0.00% | Reduce -8.2% | 4,362 | $297K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,336 | $295K |
| OMNI 360 Wealth, Inc. | 0.19% | Reduce -1.1% | 4,270 | $290K |
| Cerro Pacific Wealth Advisors LLC | 0.09% | Add +35.7% | 4,044 | $289K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.3% | 4,229 | $288K |
| Washburn Capital Management, Inc. | 0.19% | No change | 4,175 | $284K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -13.3% | 4,164 | $283K |
| Paragon Financial Partners, Inc. | 0.22% | Add +0.3% | 4,085 | $278K |
| Diversify Advisory Services, LLC | 0.02% | Add +0.6% | 4,089 | $275K |
| Focused Wealth Management, Inc | 0.04% | Reduce -4.6% | 4,026 | $274K |
| Brewster Financial Planning LLC | 0.20% | No change | 3,930 | $267K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 3,819 | $260K |
| Orin Green Financial, LLC | 0.12% | New | 4,149 | $259K |
| Victory Financial Group, LLC | 0.05% | Add +0.5% | 3,745 | $255K |
| Trademark Financial Management, LLC | 0.19% | Add +1.1% | 3,730 | $254K |
| Future Financial Wealth Managment LLC | 0.18% | Reduce -0.7% | 3,687 | $251K |
| Formidable Asset Management, LLC | 0.04% | No change | 3,672 | $250K |
| One Wealth Advisors, LLC | 0.04% | Add +1.8% | 3,659 | $249K |
| Steel Grove Capital Advisors, LLC | 0.04% | No change | 3,606 | $245K |
| Fortress Wealth Management, Inc. | 0.13% | No change | 3,592 | $244K |
| Aspen Wealth Management LLC | 0.07% | Add +0.5% | 3,516 | $239K |
| TRUE Private Wealth Advisors | 0.03% | Add +0.1% | 3,510 | $239K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 3,510 | $239K |
| Tsfg, LLC | 0.05% | Reduce -9.1% | 3,504 | $238K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -84.0% | 3,476 | $236K |
| Ignite Planners, LLC | 0.05% | New | 3,480 | $236K |
| McNaughton Wealth Management, LLC | 0.11% | Reduce -4.7% | 3,439 | $234K |
| Baird Financial Group, Inc. | 0.00% | Add +0.0% | 3,419 | $233K |
| Financial Advocates Investment Management | 0.02% | Reduce -24.7% | 3,385 | $230K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -7.6% | 3,340 | $227K |
| CRA Financial Services, LLC | 0.04% | Reduce -8.4% | 3,337 | $227K |
| Range Financial Group LLC | 0.10% | New | 3,327 | $226K |
| Laraway Financial Advisors Inc | 0.18% | New | 3,284 | $223K |
| Red Door Wealth Management, LLC | 0.03% | Add +0.3% | 3,162 | $215K |
| SBI Securities Co., Ltd. | 0.01% | Add +8.8% | 3,123 | $212K |
| SMI Advisory Services, LLC | 0.05% | No change | 3,445 | $211K |
| Opes Wealth Management LLC | 0.04% | Add +0.2% | 3,030 | $206K |
| HB Wealth Management, LLC | 0.00% | New | 3,023 | $206K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.4% | 3,001 | $204K |
| Bokf, NA | 0.00% | No change | 3,000 | $204K |
| Lumbard & Kellner, LLC | 0.09% | No change | 2,988 | $203K |
| Gradient Investments LLC | 0.00% | New | 2,962 | $201K |
| Emergent Wealth Advisors, LLC | 0.15% | Add +3.7% | 2,960 | $201K |
| Hoese & Co LLP | 0.16% | No change | 2,721 | $185K |
| Qube Research & Technologies Ltd | 0.00% | Add +10.8% | 2,575 | $175K |
| JNBA Financial Advisors | 0.02% | Reduce -5.7% | 2,563 | $174K |
| Atwood & Palmer Inc. | 0.01% | Reduce -4.4% | 2,548 | $173K |
| Prestige Wealth Management Group LLC | 0.04% | Reduce -6.6% | 2,499 | $170K |
| Sunbelt Securities, Inc. | 0.02% | No change | 2,486 | $169K |
| Arax Advisory Partners | 0.01% | New | 2,354 | $160K |
| CX Institutional | 0.01% | New | 2,335 | $159K |
| MAI Capital Management | 0.00% | No change | 2,308 | $157K |
| Bank of Montreal | 0.00% | No change | 2,276 | $155K |
| Acropolis Investment Management, LLC | 0.01% | No change | 2,226 | $151K |
| Richard W. Paul & Associates, LLC | 0.06% | No change | 2,210 | $150K |
| Copia Wealth Management | 0.14% | Add +0.7% | 2,199 | $150K |
| Blair William & Co. | 0.00% | Reduce -22.1% | 2,116 | $144K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 2,068 | $141K |
| Sherman Asset Management, Inc. | 0.13% | No change | 1,973 | $134K |
| Mattson Financial Services, LLC | 0.04% | New | 1,953 | $133K |
| MGB Wealth Management, LLC | 0.05% | Add +1.9% | 1,885 | $128K |
| Brooklyn Investment Group | 0.03% | New | 1,792 | $122K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,789 | $122K |
| Tidemark, LLC | 0.04% | Reduce -1.5% | 1,760 | $120K |
| Montag A & Associates Inc. | 0.01% | No change | 1,756 | $119K |
| Northwest Capital Management Inc | 0.05% | Add +0.2% | 1,739 | $118K |
| Cherry Tree Wealth Management, LLC | 0.03% | Reduce -2.6% | 1,529 | $104K |
| Global Trust Asset Management, LLC | 0.06% | No change | 1,507 | $102K |
| Columbia River Financial Group, LLC | 0.06% | New | 1,423 | $96K |
| Lanark Financial, Inc. | 0.01% | — | 1,410 | $95K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,566 | $94K |
| Paladin Advisory Group, LLC | 0.06% | Add +68.7% | 1,162 | $79K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,112 | $76K |
| WealthCollab, LLC | 0.05% | No change | 1,106 | $75K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,054 | $72K |
| Howe & Rusling Inc. | 0.01% | No change | 1,052 | $72K |
| Compass Financial Services Inc | 0.04% | Add +0.3% | 1,042 | $71K |
| Fifth Third Bancorp | 0.00% | Reduce -9.3% | 976 | $66K |
| Quest 10 Wealth Builders, Inc. | 0.07% | No change | 959 | $65K |
| Russell Investments Group, Ltd. | 0.00% | No change | 940 | $64K |
| Burkett Financial Services, LLC | 0.02% | New | 880 | $60K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 827 | $56K |
| Salem Investment Counselors Inc. | 0.00% | No change | 823 | $56K |
| North Star Investment Management Corp. | 0.00% | Add +0.3% | 775 | $53K |
| Angeles Wealth Management, LLC | 0.00% | New | 763 | $52K |
| Iron Horse Wealth Management, LLC | 0.02% | Reduce -11.0% | 760 | $52K |
| NFSG Corp | 0.01% | No change | 740 | $50K |
| Spire Wealth Management | 0.00% | Reduce -23.6% | 707 | $48K |
| Mather Group, Llc. | 0.00% | No change | 704 | $48K |
| AlphaCore Capital LLC | 0.00% | New | 641 | $44K |
| Ancora Advisors LLC | 0.00% | No change | 584 | $40K |
| Accredited Wealth Management, LLC | 0.03% | No change | 576 | $39K |
| PSI Advisors, LLC | 0.01% | No change | 569 | $39K |
| Concord Wealth Partners | 0.01% | No change | 552 | $38K |
| US Bancorp \de | 0.00% | Reduce -57.0% | 536 | $36K |
| Headlands Technologies LLC | 0.00% | New | 507 | $34K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.4% | 487 | $33K |
| Maryland Capital Advisors Inc. | 0.01% | Reduce -18.1% | 483 | $33K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 480 | $33K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 475 | $32K |
| Global Wealth Strategies & Associates | 0.01% | No change | 437 | $30K |
| Anfield Capital Management, LLC | 0.01% | Add +32.9% | 408 | $28K |
| Operose Advisors LLC | 0.01% | No change | 392 | $27K |
| WealthTrak Capital Management LLC | 0.02% | New | 376 | $26K |
| Toth Financial Advisory Corp. | 0.00% | No change | 376 | $26K |
| Topsail Wealth Management, LLC | 0.00% | New | 355 | $24K |
| Compass Wealth Management LLC | 0.01% | Add +1.4% | 354 | $24K |
| Nova Wealth Management, Inc. | 0.02% | No change | 327 | $22K |
| Lindbrook Capital, LLC | 0.00% | No change | 325 | $22K |
| Centricity Wealth Management, LLC | 0.02% | Add +2.3% | 315 | $21K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 304 | $21K |
| Abound Wealth Management | 0.01% | Add +0.4% | 270 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 262 | $18K |
| Ameriflex Group, Inc. | 0.01% | No change | 255 | $17K |
| Coston, McIsaac & Partners | 0.01% | No change | 262 | $17K |
| Principal Securities, Inc. | 0.00% | No change | 230 | $16K |
| Woodside Wealth Management LLC | 0.02% | — | 241 | $16K |
| IMG Wealth Management, Inc. | 0.01% | No change | 239 | $16K |
| Bogart Wealth, LLC | 0.00% | Add +555.6% | 236 | $16K |
| Private Wealth Management Group, LLC | 0.01% | No change | 231 | $16K |
| FWL Investment Management, LLC | 0.01% | Reduce -18.7% | 213 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -23.1% | 193 | $13K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 175 | $12K |
| AdvisorNet Financial, Inc | 0.00% | No change | 167 | $11K |
| National Bank of Canada | 0.00% | New | 166 | $11K |
| Caldwell Trust Co | 0.00% | No change | 150 | $10K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -94.7% | 123 | $8K |
| Crews Bank & Trust | 0.00% | No change | 123 | $8K |
| Front Row Advisors LLC | 0.00% | No change | 107 | $7K |
| LGT Financial Advisors LLC | 0.02% | Add +0.9% | 107 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 106 | $7K |
| Tower View Wealth Management LLC | 0.00% | Add +1.0% | 101 | $7K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -69.1% | 85 | $6K |
| Orion Capital Management LLC | 0.00% | No change | 80 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 74 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 68 | $5K |
| POM Investment Strategies, LLC | 0.00% | New | 56 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 56 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -78.7% | 54 | $4K |
| Eastern Bank | 0.00% | New | 53 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 50 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | — | 47 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 41 | $3K |
| Hexagon Capital Partners LLC | 0.00% | No change | 40 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 34 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -84.3% | 24 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 21 | $1K |
| Transce3nd, LLC | 0.00% | No change | 15 | $1K |
| Redmont Wealth Advisors LLC | 0.00% | New | 8 | $544 |
"% 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.