SS SPDR P S&P 1500 Comp ETFSPTMETF
13F holders, Q2 2025 (June 30)661holders +24
58new positions
33sold out
4famous investors
$74.98avg. 13F price*
At the end of Q2 2025, 661 institutions reported holding SS SPDR P S&P 1500 Comp ETF (SPTM) in their 13F filings, up 24 from Q1 2025. 58 opened new positions and 33 sold out. The largest holders were LPL Financial LLC ($608.4M), Cwm, LLC ($240.1M) and Creative Planning ($222.5M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 SERIES TRUST (Q2 2025)
- CUSIP
- 78464A805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $129.5M |
| Exits | 33 | $70.2M |
All 13F filers, Q1 2025 → Q2 2025: 9,523,827 shares bought and 5,566,091 shares sold, net +3,957,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 661 holders
| LPL Financial LLC | 0.20% | Reduce -0.6% | 8,123,840 | $608.4M |
| Cwm, LLC | 0.85% | Add +1.6% | 3,205,861 | $240.1M |
| Creative Planning | 0.19% | Add +63.9% | 2,970,972 | $222.5M |
| Private Advisor Group, LLC | 1.16% | Reduce -4.7% | 2,879,644 | $215.7M |
| Valmark Advisers, Inc. | 2.86% | Add +3.1% | 2,741,138 | $205.3M |
| Wealthcare Advisory Partners LLC | 4.45% | Add +19.8% | 2,603,310 | $195.0M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Add +24.3% | 1,962,221 | $148.9M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -19.6% | 1,916,040 | $143.5M |
| Hughes Financial Services, LLC | 21.19% | Add +8.7% | 1,610,303 | $123.4M |
| Osaic Holdings, Inc. | 0.21% | Add +37.9% | 1,611,509 | $120.7M |
| Modern Wealth Management, LLC | 2.95% | Reduce -5.7% | 1,598,319 | $119.7M |
| Professional Financial Advisors, LLC | 27.44% | Add +2.0% | 1,579,615 | $118.3M |
| Syntegra Private Wealth Group, LLC | 11.83% | Reduce -2.5% | 1,547,892 | $115.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -3.6% | 1,374,427 | $102.8M |
| Morgan Stanley | 0.01% | Reduce -10.5% | 1,321,692 | $99.0M |
| Wells Fargo & Company | 0.02% | Add +0.2% | 1,151,682 | $86.2M |
| Legacy Private Trust Co. | 5.36% | Reduce -10.7% | 1,108,787 | $83.0M |
| Wealthquest Corp | 6.53% | Add +1.9% | 1,105,765 | $82.8M |
| ARS Wealth Advisors Group, LLC | 8.79% | Add +2.0% | 1,016,466 | $76.1M |
| Rockbridge Investment Management, LCC | 7.94% | Add +1.5% | 988,681 | $74.0M |
| Keener Financial Planning LLC | 36.16% | Add +18.1% | 968,454 | $72.5M |
| Allworth Financial LP | 0.33% | Add +4.1% | 921,565 | $69.0M |
| Blueprint Investment Partners LLC | 12.22% | Add +46.5% | 920,073 | $68.9M |
| Bank of America Corp. | 0.01% | Add +7.4% | 856,384 | $64.1M |
| Stratos Wealth Partners, LTD. | 0.84% | Add +2.7% | 820,469 | $61.4M |
| Rosenberg Matthew Hamilton | 13.65% | Add +14.3% | 783,651 | $58.7M |
| Financial Strategies Group, Inc. | 11.84% | Add +1.4% | 750,283 | $56.8M |
| Woodard & Co. Asset Management Group Inc. | 10.26% | Add +0.4% | 745,693 | $55.8M |
| Shepherd Financial Partners LLC | 5.68% | Add +1.3% | 717,485 | $53.7M |
| Cerity Partners LLC | 0.09% | Add +14.9% | 698,419 | $52.3M |
| Weitzel Financial Services, Inc. | 21.81% | Add +2.3% | 667,792 | $51.5M |
| Baltimore-Washington Financial Advisors, Inc. | 2.34% | Add +4.4% | 671,034 | $50.3M |
| Raymond James Financial Inc. | 0.02% | Add +30.9% | 654,236 | $49.0M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -0.3% | 627,866 | $47.0M |
| Symphony Financial, Ltd. Co. | 6.15% | Add +8152.5% | 623,067 | $46.9M |
| Voisard Asset Management Group, Inc. | 12.04% | Add +13.5% | 623,645 | $46.7M |
| Winch Advisory Services, LLC | 10.63% | Reduce -0.5% | 581,248 | $43.5M |
| B.O.S.S. Retirement Advisors, LLC | 10.91% | New | 579,968 | $43.4M |
| Aquire Wealth Advisors, LLC | 11.35% | Add +85.9% | 563,708 | $42.2M |
| Advisors Capital Management, LLC | 0.58% | Add +10.6% | 552,692 | $41.4M |
| AQR Capital Management | 0.03% | Add +1320.2% | 522,982 | $39.2M |
| Jaffetilchin Investment Partners, LLC | 2.56% | Add +1.2% | 522,108 | $39.1M |
| Winthrop Advisory Group LLC | 3.47% | Add +13.0% | 480,143 | $36.0M |
| VestGen Advisors, LLC | 1.43% | Add +2.8% | 469,654 | $35.9M |
| RFG Advisory, LLC | 0.83% | Reduce -68.3% | 470,079 | $35.2M |
| Treasure Coast Financial Planning | 19.82% | Reduce -4.5% | 454,103 | $34.0M |
| GM Advisory Group, LLC | 1.60% | Reduce -1.1% | 433,504 | $32.5M |
| Park Avenue Securities LLC | 0.30% | Reduce -3.5% | 431,593 | $32.3M |
| N.E.W. Advisory Services LLC | 2.94% | Reduce -14.4% | 405,132 | $30.3M |
| Geneos Wealth Management Inc. | 0.74% | Add +2.6% | 403,459 | $30.2M |
| Blueprint Financial Advisors LLC | 9.43% | Add +52.0% | 392,822 | $29.4M |
| Focus Partners Wealth | 0.06% | Add +522.5% | 385,408 | $28.9M |
| Rinkey Investments | 8.51% | Reduce -1.5% | 378,037 | $28.3M |
| Kingsview Wealth Management, LLC | 0.47% | Add +9.8% | 371,844 | $27.8M |
| Equitable Holdings, Inc. | 0.23% | Add +3.7% | 366,353 | $27.4M |
| Rialto Wealth Management, LLC | 7.62% | Add +10.9% | 364,072 | $27.3M |
| Waverly Advisors, LLC | 0.29% | Reduce -0.5% | 349,454 | $26.2M |
| Roble, Belko & Company, Inc | 3.73% | Add +153.1% | 342,064 | $25.6M |
| Boston Standard Wealth Management, LLC | 4.61% | Reduce -5.4% | 341,551 | $25.6M |
| Jacobi Capital Management LLC | 1.69% | Reduce -12.0% | 340,738 | $25.5M |
| SigFig Wealth Management, LLC | 0.80% | Reduce -4.8% | 325,115 | $24.2M |
| Portfolio Strategies, Inc. | 3.12% | Reduce -14.8% | 319,552 | $23.9M |
| RVW Wealth, LLC | 1.99% | Reduce -68.6% | 312,454 | $23.4M |
| Fox Financial, Inc | 19.73% | Add +0.8% | 311,660 | $23.3M |
| Focus Partners Advisor Solutions, LLC | 0.30% | Add +454.4% | 305,037 | $22.8M |
| MML Investors Services, LLC | 0.07% | Add +6.1% | 302,044 | $22.6M |
| DORVAL Corp | 8.09% | Add +3.6% | 301,830 | $22.6M |
| Abound Financial, LLC | 9.92% | Add +2.2% | 301,098 | $22.5M |
| Royal Bank of Canada | 0.00% | Reduce -22.3% | 291,570 | $21.8M |
| JPMorgan Chase & Co. | 0.00% | Add +7.6% | 288,606 | $21.6M |
| Money Concepts Capital Corp. | 1.44% | Add +2.2% | 286,892 | $21.5M |
| Astor Investment Management LLC | 11.52% | Reduce -9.6% | 284,750 | $21.3M |
| AlphaCore Capital LLC | 0.76% | Add +41411.2% | 266,087 | $19.9M |
| BIP Wealth, LLC | 1.20% | Add +9.8% | 260,367 | $19.5M |
| Exchange Traded Concepts, LLC | 0.25% | New | 256,193 | $19.2M |
| Zhang Financial LLC | 0.88% | Reduce -4.4% | 254,896 | $19.1M |
| Compass Financial Group, INC | 3.13% | Reduce -1.7% | 254,592 | $19.1M |
| Annex Advisory Services, LLC | 0.46% | Reduce -3.8% | 254,583 | $19.1M |
| Parallel Advisors, LLC | 0.37% | Reduce -4.0% | 249,215 | $18.7M |
| Bridgewealth Advisory Group, LLC | 4.73% | Add +687.6% | 248,644 | $18.6M |
| Mariner, LLC | 0.03% | Add +19.4% | 242,378 | $18.2M |
| Royal Harbor Partners, LLC | 6.51% | Reduce -3.9% | 237,781 | $17.8M |
| Balefire, LLC | 3.87% | Reduce -20.1% | 237,450 | $17.8M |
| AssuredPartners Investment Advisors, LLC | 4.19% | New | 228,651 | $17.1M |
| Farther Finance Advisors, LLC | 0.34% | Add +34.4% | 224,818 | $16.8M |
| Pure Financial Advisors, LLC | 0.29% | Reduce -3.4% | 223,257 | $16.7M |
| Atlas Private Wealth Advisors | 2.07% | Add +11.8% | 214,647 | $16.1M |
| Moloney Securities Asset Management, LLC | 1.97% | Reduce -0.2% | 211,960 | $15.9M |
| Spartan Planning & Wealth Management | 12.70% | Add +61.3% | 198,046 | $14.8M |
| Facet Wealth, Inc. | 0.34% | Reduce -3.5% | 192,720 | $14.7M |
| Capital Advisory Group Advisory Services, LLC | 5.30% | Add +2.6% | 196,626 | $14.7M |
| MPWM Advisory Solutions, LLC | 9.27% | Reduce -2.1% | 195,523 | $14.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.9% | 195,186 | $14.6M |
| Great Lakes Advisors, LLC | 0.12% | Add +0.7% | 190,064 | $14.2M |
| IAG Wealth Partners, LLC | 1.82% | Add +8.0% | 183,352 | $13.7M |
| HBW Advisory Services LLC | 1.69% | Add +8.5% | 183,232 | $13.7M |
| Capasso Planning Partners LLC | 7.47% | Reduce -31.5% | 176,268 | $13.2M |
| Snowden Capital Advisors LLC | 0.39% | Add +0.8% | 174,368 | $13.1M |
| Arete Wealth Advisors, LLC | 0.90% | Add +5.7% | 169,325 | $12.7M |
| Fourth Dimension Wealth, LLC | 5.31% | Add +11.2% | 167,751 | $12.6M |
| Sentinel Pension Advisors, LLC | 2.06% | Reduce -5.0% | 163,400 | $12.2M |
| Principia Wealth Advisory, LLC | 10.37% | Reduce -10.4% | 163,049 | $12.2M |
| Ervin Investment Management, LLC | 7.63% | Add +109.7% | 162,883 | $12.2M |
| Bensler, LLC | 1.28% | Add +4.1% | 153,170 | $11.5M |
| XML Financial, LLC | 0.99% | Add +16.2% | 152,659 | $11.4M |
| Evensky & Katz LLC | 0.70% | Add +7.4% | 152,444 | $11.4M |
| G&S Capital LLC | 4.52% | Reduce -0.6% | 152,376 | $11.4M |
| Balentine LLC | 0.44% | Reduce -2.5% | 150,742 | $11.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.8% | 150,537 | $11.3M |
| Investors Research Corp | 2.12% | Reduce -2.1% | 144,102 | $10.8M |
| Summit Investment Advisory Services, LLC | 4.68% | Add +3.3% | 143,787 | $10.8M |
| Retirement Capital Strategies | 4.15% | Reduce -18.6% | 139,740 | $10.5M |
| Two Sigma Investments, LP | 0.02% | Reduce -14.0% | 139,300 | $10.4M |
| Beacon Financial Group | 1.06% | Reduce -0.1% | 136,146 | $10.2M |
| Cornerstone Financial Group, LLC | 8.57% | Add +1.4% | 134,568 | $10.1M |
| IRON Financial LLC | 5.21% | Reduce -1.0% | 131,545 | $9.9M |
| Freedom Day Solutions, LLC | 2.82% | Reduce -14.1% | 126,726 | $9.5M |
| UBS Group AG | 0.00% | Add +22.6% | 126,193 | $9.5M |
| Western Wealth Management, LLC | 0.56% | Add +3.3% | 126,033 | $9.4M |
| Redwood Financial Network Corp | 6.33% | Add +1.7% | 125,108 | $9.4M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -12.7% | 120,213 | $9.0M |
| Little House Capital LLC | 2.24% | Add +4.9% | 119,167 | $8.9M |
| Global Retirement Partners, LLC | 0.22% | — | 118,999 | $8.9M |
| Independent Financial Group, LLC | 0.24% | Add +11.0% | 116,606 | $8.7M |
| TD Capital Management LLC | 0.78% | Add +24.7% | 109,966 | $8.2M |
| Capital Analysts, LLC | 0.27% | Reduce -37.0% | 106,657 | $8.0M |
| Larson Financial Group LLC | 0.32% | Reduce -10.3% | 105,733 | $7.9M |
| Truist Financial Corp. | 0.01% | Reduce -1.1% | 102,689 | $7.7M |
| Exchange Capital Management, Inc. | 1.15% | Add +7.3% | 102,545 | $7.7M |
| Cetera Investment Advisers | 0.01% | Add +6.4% | 99,030 | $7.4M |
| Atria Investments, Inc | 0.09% | Reduce -8.7% | 98,980 | $7.4M |
| Tempus Wealth Planning, LLC | 1.83% | Add +3.8% | 98,243 | $7.4M |
| Wealth Alliance Advisory Group, LLC | 1.38% | Add +4.8% | 96,527 | $7.2M |
| FreeGulliver LLC | 3.32% | Add +0.8% | 96,288 | $7.2M |
| Collaborative Wealth Managment Inc. | 3.10% | Add +3.5% | 94,934 | $7.1M |
| FMR LLC | 0.00% | Add +3.6% | 94,862 | $7.1M |
| Breakwater Investment Management | 2.74% | Reduce -4.8% | 94,513 | $7.1M |
| Cascade Investment Group, Inc. | 4.94% | Add +1.9% | 94,512 | $7.1M |
| Sterneck Capital Management, LLC | 3.42% | Add +2.7% | 89,836 | $6.7M |
| Cabot Wealth Management Inc. | 0.80% | Add +2.4% | 89,290 | $6.7M |
| PAX Financial Group, LLC | 1.26% | Reduce -12.5% | 88,357 | $6.6M |
| Mutual Advisors, LLC | 0.16% | Add +4.5% | 84,825 | $6.6M |
| Cannon Financial Strategists, Inc. | 1.03% | Reduce -30.6% | 87,290 | $6.5M |
| SFG Wealth Management, LLC. | 3.92% | Add +4.4% | 86,614 | $6.5M |
| Capital Group Private Client Services, Inc. | 0.06% | No change | 84,925 | $6.4M |
| Ashton Thomas Private Wealth, LLC | 0.22% | Reduce -6.6% | 84,183 | $6.3M |
| Aerodigm Wealth, LLC | 3.02% | New | 83,987 | $6.3M |
| Integrated Capital Management, Inc. | 4.75% | Add +2.1% | 83,292 | $6.2M |
| Isthmus Partners, LLC | 0.73% | Add +4.4% | 82,977 | $6.2M |
| Cary Street Partners Financial LLC | 0.17% | Reduce -1.9% | 82,359 | $6.2M |
| Savant Capital, LLC | 0.04% | Reduce -1.0% | 79,307 | $5.9M |
| Brady Martz Wealth Solutions, LLC | 1.12% | New | 77,581 | $5.8M |
| Roundview Capital LLC | 0.38% | Reduce -3.8% | 76,156 | $5.7M |
| Flagship Harbor Advisors, LLC | 0.27% | Reduce -1.1% | 76,068 | $5.7M |
| JT Stratford LLC | 0.84% | Add +0.6% | 73,945 | $5.5M |
| Private Wealth Group, LLC | 2.91% | Add +269.1% | 73,062 | $5.5M |
| Aldebaran Financial Inc. | 6.05% | Add +6.4% | 73,014 | $5.5M |
| Legacy Capital Group California, Inc. | 1.51% | Reduce -5.7% | 72,716 | $5.4M |
| Values Added Financial LLC | 2.54% | Reduce -0.8% | 69,993 | $5.2M |
| TKG Advisors, LLC | 2.31% | Add +0.7% | 68,886 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.9% | 68,000 | $5.1M |
| Captrust Financial Advisors | 0.01% | Reduce -14.6% | 67,545 | $5.1M |
| Trinity Wealth Management, LLC | 2.01% | Add +2.3% | 67,459 | $5.1M |
| Beam Wealth Advisors, Inc. | 1.45% | Reduce -0.7% | 65,165 | $4.9M |
| Wbi Investments, LLC | 1.25% | New | 64,165 | $4.8M |
| Maridea Wealth Management LLC | 1.25% | New | 63,997 | $4.8M |
| Advocacy Wealth Management, LLC | 0.29% | No change | 62,525 | $4.7M |
| Austin Wealth Management, LLC | 0.83% | Reduce -8.0% | 60,738 | $4.6M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +30.8% | 60,391 | $4.5M |
| LVM Capital Management Ltd. | 0.47% | Reduce -1.0% | 60,298 | $4.5M |
| Dagco, Inc. | 1.26% | Reduce -9.8% | 60,206 | $4.5M |
| Advisory Services Network, LLC | 0.07% | Reduce -1.3% | 58,769 | $4.5M |
| Perennial Investment Advisors, LLC | 0.44% | Reduce -32.9% | 59,892 | $4.5M |
| CGN Advisors LLC | 0.40% | Reduce -0.9% | 59,797 | $4.5M |
| Good Life Advisors, LLC | 0.28% | Add +6.1% | 59,621 | $4.5M |
| Corient Private Wealth LP | 0.01% | Reduce -7.0% | 57,664 | $4.3M |
| Peterson Wealth Advisors, LLC | 0.71% | Reduce -5.3% | 57,599 | $4.3M |
| IHT Wealth Management, LLC | 0.12% | Reduce -9.6% | 57,278 | $4.3M |
| Harbour Investments, Inc. | 0.11% | Reduce -2.5% | 56,239 | $4.2M |
| Apeiron RIA LLC | 1.07% | Reduce -1.1% | 55,564 | $4.2M |
| Praetorian Wealth Management, Inc. | 0.94% | Reduce -0.2% | 54,450 | $4.1M |
| Journey Advisory Group, LLC | 0.31% | Reduce -8.7% | 52,683 | $3.9M |
| Avior Wealth Management, LLC | 0.13% | Add +3.4% | 50,501 | $3.8M |
| Greenleaf Trust | 0.03% | Reduce -12.9% | 50,465 | $3.8M |
| AE Wealth Management LLC | 0.03% | Reduce -52.3% | 49,962 | $3.7M |
| Aptus Capital Advisors, LLC | 0.04% | Add +1.5% | 49,508 | $3.7M |
| Integrated Wealth Concepts LLC | 0.04% | Add +1.9% | 48,959 | $3.7M |
| Medallion Wealth Advisors, LLC | 1.41% | Add +25.5% | 48,645 | $3.6M |
| Graypoint LLC | 0.20% | Reduce -5.0% | 48,475 | $3.6M |
| KWB Wealth | 0.44% | Reduce -13.6% | 53,211 | $3.6M |
| NewEdge Advisors, LLC | 0.02% | Add +46.2% | 46,953 | $3.5M |
| Bank of Hawaii | 0.19% | Add +28.5% | 46,845 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.0% | 46,547 | $3.5M |
| Advisor OS, LLC | 0.34% | Add +3.4% | 46,394 | $3.5M |
| MJP Associates Inc. | 0.51% | Add +3.5% | 45,777 | $3.4M |
| Gateway Wealth Partners, LLC | 0.64% | Add +983.1% | 45,102 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.5% | 44,296 | $3.3M |
| Compass Financial Group, Inc. | 1.65% | Reduce -1.7% | 43,920 | $3.3M |
| Solano Wealth Investment Advisors LLC | 1.67% | Reduce -76.3% | 43,499 | $3.3M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -24.9% | 42,875 | $3.2M |
| Sheets Smith Wealth Management | 0.37% | Add +0.7% | 42,351 | $3.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -7.0% | 41,928 | $3.1M |
| Investment Planning Advisors, Inc. | 1.09% | Reduce -76.6% | 41,241 | $3.1M |
| Betterment LLC | 0.01% | Add +2.1% | 40,885 | $3.1M |
| KCM Investment Advisors LLC | 0.10% | New | 40,698 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +40.9% | 39,576 | $2.9M |
| GTS Securities LLC | 0.13% | New | 38,727 | $2.9M |
| SouthState Bank Corp | 0.12% | Add +33.9% | 37,153 | $2.8M |
| Tennessee Valley Asset Management Partners | 0.69% | Add +8.8% | 36,138 | $2.7M |
| Dogwood Wealth Management LLC | 1.32% | Reduce -7.4% | 35,886 | $2.7M |
| Altus Wealth Group LLC | 1.17% | Reduce -3.0% | 35,357 | $2.6M |
| Wealth Advisory Solutions, LLC | 0.67% | Add +2.6% | 35,272 | $2.6M |
| Financial Sense Advisors, Inc. | 0.65% | Reduce -1.8% | 35,205 | $2.6M |
| Founders Financial Alliance, LLC | 0.59% | Add +1.9% | 34,856 | $2.6M |
| Strategic Financial Planning, Inc. | 1.56% | Reduce -0.1% | 33,433 | $2.5M |
| Bawa N Mallick Trust | 1.03% | No change | 33,400 | $2.5M |
| Pitcairn Co. | 0.16% | No change | 33,050 | $2.5M |
| Tyler-Stone Wealth Management | 0.39% | Add +7.4% | 32,741 | $2.5M |
| Claro Advisors Inc. | 0.40% | Reduce -1.7% | 32,470 | $2.4M |
| Cardiff Park Advisors, LLC | 0.21% | Add +0.6% | 31,723 | $2.4M |
| WCG Wealth Advisors LLC | 0.15% | Add +79.1% | 31,619 | $2.4M |
| Sfmg, LLC | 0.18% | Reduce -4.1% | 31,434 | $2.4M |
| Quent Capital, LLC | 0.22% | Reduce -2.1% | 31,050 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.5% | 30,745 | $2.3M |
| Raab & Moskowitz Asset Management LLC | 0.55% | Reduce -2.3% | 30,618 | $2.3M |
| Fingerlakes Wealth Management, Inc. | 1.71% | Reduce -1.4% | 30,612 | $2.3M |
| Jacksonville Wealth Management, LLC | 1.84% | Reduce -37.8% | 30,545 | $2.3M |
| Equita Financial Network, Inc. | 0.90% | Reduce -27.8% | 30,296 | $2.3M |
| Westside Investment Management, Inc. | 0.42% | Add +5.1% | 30,260 | $2.3M |
| Financial Gravity Companies, Inc. | 0.44% | — | 30,240 | $2.3M |
| Financial Engines Advisors L.L.C. | 0.00% | New | 30,194 | $2.3M |
| Financial Enhancement Group LLC | 0.32% | Reduce -9.7% | 29,557 | $2.2M |
| Modera Wealth Management, LLC | 0.03% | Reduce -1.0% | 29,625 | $2.2M |
| Legacy Advisory Services, LLC | 1.74% | Reduce -9.8% | 29,332 | $2.2M |
| Orca Investment Management, LLC | 1.97% | Reduce -20.6% | 29,101 | $2.2M |
| Northwest Wealth Management, LLC | 0.38% | Add +5.6% | 28,387 | $2.1M |
| OneAscent Financial Services LLC | 0.15% | Add +2.3% | 28,059 | $2.1M |
| Stevens Capital Partners | 0.75% | Add +18.6% | 27,133 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +290.7% | 27,543 | $2.1M |
| Jackson, Grant Investment Advisers, Inc. | 0.76% | Add +7.1% | 27,463 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.24% | Reduce -1.9% | 27,441 | $2.1M |
| Axxcess Wealth Management, LLC | 0.05% | Reduce -0.3% | 27,259 | $2.0M |
| WealthPlan Investment Management, LLC | 0.15% | Add +1.5% | 26,962 | $2.0M |
| LexAurum Advisors, LLC | 0.32% | Add +2.9% | 26,600 | $2.0M |
| Destination Wealth Management | 0.06% | New | 26,460 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Reduce -1.6% | 26,426 | $2.0M |
| Matauro, LLC | 0.37% | Reduce -12.5% | 26,203 | $2.0M |
| NWF Advisory Services Inc. | 0.23% | Add +0.4% | 25,727 | $1.9M |
| Flagstone Financial Management | 0.54% | Add +451.7% | 25,076 | $1.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.8% | 25,026 | $1.9M |
| Lido Advisors, LLC | 0.01% | Add +43.0% | 24,981 | $1.9M |
| Oakwell Private Wealth Management, LLC | 0.43% | Reduce -0.5% | 24,974 | $1.9M |
| Broderick Brian C | 0.37% | Reduce -0.4% | 24,900 | $1.9M |
| Wrenne Financial Planning LLC | 0.87% | Reduce -1.7% | 24,820 | $1.9M |
| Advance Capital Management, Inc. | 0.08% | Add +13.0% | 24,180 | $1.8M |
| JFS Wealth Advisors, LLC | 0.11% | Reduce -0.4% | 23,854 | $1.8M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.6% | 23,111 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.9% | 23,455 | $1.8M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -1.6% | 23,238 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -4.8% | 23,194 | $1.7M |
| Daymark Wealth Partners, LLC | 0.07% | Add +7.2% | 23,166 | $1.7M |
| Seaside Wealth Management, Inc. | 0.55% | Reduce -0.9% | 23,021 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +87.0% | 22,982 | $1.7M |
| Trilogy Capital Inc. | 0.08% | Reduce -21.2% | 22,205 | $1.7M |
| NorthRock Partners, LLC | 0.04% | Add +60.2% | 22,121 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +0.4% | 22,060 | $1.7M |
| &partners | 0.01% | Add +147.2% | 22,043 | $1.7M |
| Wooster Corthell Wealth Management, Inc. | 0.30% | Reduce -3.3% | 21,911 | $1.6M |
| Towercrest Capital Management | 0.29% | Add +2.9% | 21,770 | $1.6M |
| Colton Groome Financial Advisors, LLC | 0.55% | Add +1.7% | 21,672 | $1.6M |
| Omnitrust Wealth Management, Inc | 1.90% | — | 17,754 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Reduce -7.3% | 21,496 | $1.6M |
| Virtue Capital Management, LLC | 0.30% | Reduce -16.3% | 21,484 | $1.6M |
| Climber Capital SA | 1.03% | No change | 21,575 | $1.6M |
| Semitam Bonam LLC | 1.51% | — | 21,419 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +108.8% | 21,376 | $1.6M |
| Nicolet Advisory Services, LLC | 0.14% | Reduce -3.2% | 21,237 | $1.6M |
| Sunburst Financial Group, LLC | 0.35% | Reduce -0.2% | 20,894 | $1.6M |
| Sharper & Granite LLC | 0.59% | Add +2.0% | 20,609 | $1.6M |
| Diversified Trust Co. | 0.03% | New | 20,623 | $1.5M |
| Morling Financial Advisors, LLC | 0.50% | Reduce -0.4% | 20,534 | $1.5M |
| Wealthcare Capital Partners, LLC | 0.77% | Reduce -4.9% | 20,521 | $1.5M |
| Assetmark, Inc. | 0.00% | Add +51.6% | 20,510 | $1.5M |
| Novem Group | 0.19% | Add +84.4% | 20,446 | $1.5M |
| LJI Wealth Management, LLC | 0.26% | Reduce -23.6% | 20,188 | $1.5M |
| Alta Wealth Advisors LLC | 0.71% | Reduce -0.3% | 20,067 | $1.5M |
| FMA Wealth Management, LLC | 1.11% | Reduce -0.2% | 20,049 | $1.5M |
| FSA Wealth Management LLC | 0.58% | Reduce -0.1% | 19,734 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Add +9.8% | 19,691 | $1.5M |
| Stewardship Advisors, LLC | 0.37% | No change | 19,630 | $1.5M |
| Strategic Blueprint, LLC | 0.07% | Reduce -0.2% | 19,556 | $1.5M |
| McClarren Financial Advisors, Inc. | 0.95% | Add +13.4% | 19,450 | $1.5M |
| Red Mountain Financial, LLC | 1.61% | Add +3.2% | 19,342 | $1.4M |
| Better Money Decisions, LLC | 0.87% | Add +3.4% | 19,177 | $1.4M |
| Telos Capital Management, Inc. | 0.15% | Reduce -0.8% | 19,064 | $1.4M |
| Asset Dedication, LLC | 0.10% | Reduce -1.3% | 18,970 | $1.4M |
| Sentinel Trust Co. Lba | 0.15% | Reduce -10.8% | 18,957 | $1.4M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -7.4% | 18,738 | $1.4M |
| Alliance Wealth Management Group | 0.36% | Add +2.9% | 18,702 | $1.4M |
| Glenview Trust Co | 0.02% | No change | 17,861 | $1.3M |
| Priebe Wealth Holdings LLC | 1.14% | Reduce -6.6% | 17,655 | $1.3M |
| Astoria Strategic Wealth, Inc. | 0.36% | Add +2.9% | 17,621 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -2.3% | 17,287 | $1.3M |
| Insight Advisors, LLC/ PA | 0.21% | Reduce -1.7% | 17,137 | $1.3M |
| BlackRock, Inc. | 0.00% | Reduce -24.3% | 16,965 | $1.3M |
| Emprise Bank | 0.61% | New | 16,915 | $1.3M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.43% | Reduce -0.6% | 16,878 | $1.3M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 16,869 | $1.3M |
| Nicolet Bankshares Inc. | 0.22% | New | 16,831 | $1.3M |
| First Horizon Advisors, Inc. | 0.03% | No change | 16,767 | $1.3M |
| Proficio Capital Partners LLC | 0.08% | No change | 16,726 | $1.3M |
| Blue Edge Capital, LLC | 0.19% | Reduce -11.5% | 16,637 | $1.2M |
| Comprehensive Money Management Services LLC | 0.93% | Reduce -0.9% | 16,436 | $1.2M |
| Sutton Place Investors LLC | 0.74% | Add +6.5% | 16,334 | $1.2M |
| Slagle Financial, LLC | 0.49% | Reduce -75.2% | 16,205 | $1.2M |
| Leeward Financial Partners, LLC | 0.38% | Add +0.3% | 16,185 | $1.2M |
| Root Financial Partners, LLC | 0.12% | Reduce -3.7% | 16,137 | $1.2M |
| Bleakley Financial Group, LLC | 0.03% | Add +14.9% | 15,979 | $1.2M |
| Waller Financial Planning Group, Inc. | 0.28% | Reduce -7.0% | 15,693 | $1.2M |
| Lifeworks Advisors, LLC | 0.17% | Add +0.3% | 15,441 | $1.2M |
| Paulson Wealth Management Inc. | 0.29% | Add +28.3% | 15,206 | $1.1M |
| Bernardo Wealth Planning LLC | 0.25% | Add +4.6% | 15,112 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +78.1% | 15,080 | $1.1M |
| Strategic Financial Concepts, LLC | 0.16% | Reduce -11.4% | 14,919 | $1.1M |
| Armbruster Capital Management, Inc. | 0.20% | Add +8.5% | 14,791 | $1.1M |
| Keystone Financial Group, Inc. | 0.70% | Reduce -12.3% | 14,549 | $1.1M |
| Advyzon Investment Management, LLC | 0.24% | Reduce -3.3% | 14,360 | $1.1M |
| Private Trust Co. NA | 0.10% | Reduce -10.0% | 14,314 | $1.1M |
| Renaissance Technologies | 0.00% | Add +88.2% | 14,300 | $1.1M |
| Friday Financial | 0.54% | New | 14,196 | $1.1M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -16.8% | 14,062 | $1.1M |
| Penobscot Wealth Management | 0.37% | Reduce -2.6% | 13,956 | $1.0M |
| Cambridge Financial Group, LLC | 0.39% | Reduce -0.2% | 13,940 | $1.0M |
| L & S Advisors Inc | 0.11% | Add +10.0% | 13,572 | $1.0M |
| Continuum Advisory, LLC | 0.12% | Reduce -0.2% | 13,538 | $1.0M |
| TLWM | 0.19% | Reduce -0.6% | 13,488 | $1.0M |
| Nikulski Financial, Inc. | 0.27% | Reduce -9.3% | 13,290 | $995K |
| Arthur M. Cohen & Associates, LLC | 0.17% | No change | 12,825 | $960K |
| Sequent Planning LLC | 0.30% | Add +0.1% | 12,712 | $952K |
| GenTrust, LLC | 0.04% | No change | 12,562 | $941K |
| Squire Investment Management Company, LLC | 0.35% | Add +77.5% | 12,509 | $937K |
| Franklin Resources Inc. | 0.00% | Reduce -0.0% | 12,454 | $933K |
| Vise Technologies, Inc. | 0.04% | — | 12,330 | $923K |
| Prosperity Financial Group, Inc. | 0.39% | Add +23.9% | 12,306 | $922K |
| SCS Capital Management LLC | 0.01% | New | 12,286 | $920K |
| Prentice Wealth Management LLC | 0.24% | No change | 12,252 | $918K |
| Calton & Associates, Inc. | 0.16% | New | 11,995 | $898K |
| Goldstein Advisors, LLC | 0.12% | Reduce -0.7% | 11,809 | $884K |
| Wedbush Securities Inc. | 0.03% | Reduce -1.1% | 11,804 | $884K |
| Vertex Planning Partners, LLC | 0.18% | Add +4.1% | 11,592 | $868K |
| Legacy Capital Wealth Partners, LLC | 0.20% | Reduce -41.0% | 11,536 | $864K |
| Koss-Olinger Consulting, LLC | 0.07% | Add +14.9% | 11,156 | $835K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.6% | 11,095 | $831K |
| MBE Wealth Management, LLC | 0.36% | Add +1.1% | 11,023 | $826K |
| Ridgeline Wealth Planning, LLC | 0.67% | No change | 10,879 | $815K |
| German American Bancorp, Inc. | 0.08% | No change | 10,525 | $788K |
| Gibson Wealth Advisors LLC | 0.58% | No change | 10,500 | $786K |
| Texas Yale Capital Corp. | 0.03% | No change | 10,446 | $782K |
| Arlington Trust Co LLC | 0.15% | Reduce -6.2% | 10,381 | $777K |
| Intrua Financial, LLC | 0.11% | Reduce -1.7% | 10,376 | $777K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -2.0% | 10,355 | $775K |
| WNY Asset Management, LLC | 0.08% | Reduce -7.3% | 10,269 | $769K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -7.0% | 10,257 | $768K |
| M Holdings Securities, Inc. | 0.13% | New | 10,187 | $760K |
| Janney Montgomery Scott LLC | 0.00% | Add +134.0% | 10,148 | $760K |
| CacheTech Inc. | 0.14% | Add +0.3% | 10,146 | $760K |
| OLIO Financial Planning | 0.24% | No change | 10,142 | $760K |
| Moneco Advisors, LLC | 0.07% | Add +11.4% | 10,093 | $756K |
| Evercore Wealth Management, LLC | 0.01% | Add +64.7% | 10,067 | $754K |
| Summit Trail Advisors, LLC | 0.01% | Add +88.0% | 9,968 | $747K |
| Darrow Company, Inc. | 0.38% | Reduce -9.2% | 9,934 | $744K |
| Coppell Advisory Solutions LLC | 0.09% | Reduce -8.1% | 9,970 | $743K |
| Peirce Capital Management, LLC | 0.33% | New | 9,842 | $737K |
| AIFG Consultants Ltd. | 1.42% | Reduce -79.8% | 9,750 | $730K |
| Belpointe Asset Management LLC | 0.03% | Reduce -19.8% | 9,674 | $725K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -8.7% | 9,664 | $724K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +6.1% | 9,607 | $719K |
| Arkadios Wealth Advisors | 0.02% | Reduce -1.2% | 9,584 | $718K |
| Berger Financial Group, Inc | 0.05% | Reduce -0.2% | 9,513 | $712K |
| PNC Financial Services Group, Inc. | 0.00% | Add +48.5% | 9,492 | $711K |
| Sowell Financial Services LLC | 0.03% | Add +12.1% | 9,441 | $707K |
| Crew Capital Management, Ltd | 0.51% | Add +2.0% | 9,432 | $706K |
| Northern Trust Corp. | 0.00% | No change | 9,409 | $705K |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.4% | 9,397 | $704K |
| Ritholtz Wealth Management | 0.02% | Add +34.2% | 9,353 | $700K |
| Murphy & Mullick Capital Management Corp | 0.57% | Add +5111.4% | 9,120 | $697K |
| Avantax Advisory Services, Inc. | 0.00% | Add +10.1% | 9,300 | $697K |
| Manhattan West Asset Management, LLC | 0.16% | Reduce -5.0% | 9,233 | $691K |
| Echo Wealth Management, LLC | 0.42% | Add +1.3% | 9,189 | $688K |
| Signet Financial Management, LLC | 0.09% | Add +14.9% | 9,060 | $679K |
| Burns Matteson Capital Management, LLC | 0.33% | Reduce -11.4% | 9,046 | $677K |
| Jericho Financial, LLP | 0.44% | Add +1.6% | 8,861 | $664K |
| SlateStone Wealth, LLC | 0.06% | No change | 8,805 | $659K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 8,730 | $654K |
| Stonebrook Private Inc. | 0.15% | New | 8,718 | $653K |
| CogentBlue Wealth Advisors, LLC | 0.50% | New | 8,666 | $649K |
| Barnes Wealth Management Group, Inc | 0.38% | Add +13.3% | 8,644 | $647K |
| CoreCap Advisors, LLC | 0.03% | Reduce -14.7% | 8,534 | $639K |
| Yeomans Consulting Group, Inc. | 0.26% | New | 8,495 | $637K |
| Independent Wealth Network Inc. | 0.23% | Add +0.3% | 8,475 | $635K |
| Brookstone Capital Management | 0.01% | Reduce -25.1% | 8,341 | $625K |
| Tiaa Trust, National Association | 0.00% | No change | 8,189 | $613K |
| Choreo, LLC | 0.01% | Add +1.0% | 7,971 | $597K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -17.4% | 7,945 | $595K |
| Twelve Points Wealth Management LLC | 0.16% | Reduce -1.3% | 7,925 | $594K |
| Colonial River Investments, LLC | 0.25% | Reduce -11.2% | 7,790 | $592K |
| Mgo One Seven LLC | 0.02% | Add +22.6% | 7,892 | $591K |
| Destiny Wealth Partners, LLC | 0.08% | Reduce -1.4% | 7,833 | $587K |
| Jane Street Group, LLC | 0.00% | New | 7,709 | $577K |
| RFG Holdings, Inc. | 0.17% | No change | 7,703 | $577K |
| GSG Advisors LLC | 0.17% | Add +12.3% | 7,629 | $571K |
| Wise Wealth Partners | 0.95% | Add +0.0% | 7,593 | $569K |
| Moseley Investment Management Inc. | 0.19% | Add +0.5% | 7,554 | $566K |
| Comerica Bank | 0.00% | Reduce -4.9% | 7,519 | $563K |
| Wiser Wealth Management, Inc | 0.14% | Reduce -7.2% | 7,457 | $558K |
| Stratos Investment Management, LLC | 0.03% | Add +64.2% | 7,307 | $547K |
| Crumly & Associates Inc. | 0.13% | No change | 7,048 | $528K |
| Mission Wealth Management, LP | 0.01% | Add +0.1% | 7,036 | $527K |
| Rockwood Wealth Management, LLC | 0.05% | Reduce -3.4% | 6,979 | $523K |
| SpringVest Wealth Management LLC | 0.42% | Add +0.1% | 6,946 | $520K |
| Vigilare Wealth Management | 0.19% | Add +16.4% | 6,862 | $514K |
| Sigma Planning Corp | 0.02% | Reduce -72.5% | 6,759 | $506K |
| Patten Group, Inc. | 0.11% | Reduce -9.4% | 6,649 | $498K |
| Vista Investment Management | 0.18% | Reduce -26.8% | 6,593 | $494K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -51.5% | 6,546 | $490K |
| Foundations Investment Advisors, LLC | 0.01% | Add +24.5% | 6,538 | $490K |
| Successful Portfolios LLC | 0.30% | Add +0.0% | 6,529 | $489K |
| Pasadena Private Wealth, LLC | 0.08% | No change | 6,520 | $488K |
| Brighton Jones LLC | 0.01% | Add +0.3% | 6,483 | $486K |
| Bluespring Wealth Management, LLC | 0.05% | Reduce -3.7% | 6,480 | $485K |
| Glassman Wealth Services | 0.07% | Add +46.3% | 6,430 | $482K |
| Fourpath Capital Management, LLC | 0.08% | Reduce -37.2% | 6,407 | $480K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -7.9% | 6,363 | $477K |
| Cape Investment Advisory, Inc. | 0.17% | New | 6,268 | $469K |
| Howard Bailey Securities, LLC | 0.14% | Reduce -14.7% | 6,174 | $462K |
| Vestia Personal Wealth Advisors | 0.32% | Reduce -6.1% | 6,166 | $462K |
| Kelman-Lazarov, Inc. | 0.07% | Reduce -0.8% | 6,161 | $461K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -31.8% | 6,141 | $460K |
| RDA Financial Network | 0.12% | Reduce -0.2% | 6,116 | $458K |
| Fusion Capital, LLC | 0.16% | Reduce -0.8% | 6,111 | $458K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 5,983 | $449K |
| Flynn Zito Capital Management, LLC | 0.19% | Reduce -10.9% | 5,982 | $448K |
| Higgins & Schmidt Wealth Strategies LLC | 0.25% | No change | 5,939 | $445K |
| PrairieView Partners, LLC | 0.04% | No change | 5,936 | $444K |
| Synergy Investment Management, LLC | 0.27% | Add +4.8% | 5,925 | $444K |
| Adams Wealth Management | 0.08% | Add +1.9% | 5,892 | $441K |
| Intrepid Financial Planning Group LLC | 0.18% | Reduce -2.5% | 5,844 | $438K |
| Raleigh Capital Management Inc. | 0.18% | Reduce -12.6% | 5,817 | $436K |
| Keystone Financial Group | 0.04% | Reduce -2.5% | 5,780 | $433K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -0.6% | 5,748 | $430K |
| Pinnacle Wealth Management Group, Inc. | 0.25% | Add +0.5% | 5,745 | $430K |
| One Wealth Map LLC | 0.23% | New | 5,594 | $426K |
| Howard Wealth Management, LLC | 0.21% | Add +0.0% | 5,670 | $425K |
| Sightline Wealth Advisors, LLC | 0.20% | Reduce -1.0% | 5,590 | $419K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +60.4% | 5,575 | $418K |
| Firethorn Wealth Partners, LLC | 0.18% | Add +11.0% | 5,550 | $416K |
| Ridgeline Wealth, LLC | 0.34% | Reduce -46.9% | 5,537 | $415K |
| Truepoint, Inc. | 0.01% | No change | 5,491 | $411K |
| Simplicity Wealth,LLC | 0.02% | New | 5,406 | $405K |
| Lloyd Advisory Services, LLC. | 0.19% | Reduce -7.2% | 5,340 | $400K |
| Tudor Investment Corporation | 0.00% | New | 5,336 | $400K |
| Goodman Financial Corp | 0.08% | Reduce -4.1% | 5,336 | $400K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +8.2% | 5,308 | $398K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -16.0% | 5,289 | $396K |
| Attessa Capital LLC | 0.25% | No change | 5,231 | $392K |
| Country Club Bank | 0.02% | No change | 5,256 | $392K |
| Partnership Wealth Management, LLC | 0.32% | Add +12.2% | 5,201 | $390K |
| Horst & Graben Wealth Management LLC | 0.06% | Add +1.5% | 5,169 | $387K |
| Quantinno Capital Management LP | 0.00% | Reduce -3.6% | 5,111 | $383K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5,106 | $383K |
| F/m Investments LLC | 0.01% | No change | 5,051 | $379K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -40.9% | 5,052 | $378K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +19.3% | 5,045 | $378K |
| Outlook Wealth Advisors, LLC | 0.10% | Reduce -3.1% | 5,043 | $378K |
| BCK Partners, Inc. | 0.22% | Reduce -7.2% | 5,039 | $377K |
| Fisher Asset Management | 0.00% | New | 5,035 | $377K |
| Beacon Capital Management, LLC | 0.05% | Add +3.8% | 5,026 | $376K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -29.6% | 5,015 | $376K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.4% | 5,013 | $375K |
| Arq Wealth Advisors, LLC | 0.13% | No change | 5,512 | $375K |
| Foresight Capital Management Advisors, Inc. | 0.21% | Reduce -16.3% | 4,897 | $367K |
| Clearstead Advisors, LLC | 0.01% | Reduce -64.9% | 4,894 | $367K |
| Post Resch Tallon Group Inc. | 0.35% | No change | 4,869 | $365K |
| Falcon Wealth Planning | 0.04% | Reduce -7.4% | 4,865 | $364K |
| HUB Investment Partners, LLC | 0.01% | Reduce -1.2% | 4,845 | $363K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -11.1% | 4,823 | $361K |
| Triumph Capital Management | 0.11% | Reduce -5.2% | 4,812 | $360K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -1.1% | 4,803 | $360K |
| Wilson & Boucher Capital Management, LLC | 0.25% | No change | 4,800 | $359K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -11.3% | 4,736 | $355K |
| Wedmont Private Capital | 0.02% | No change | 4,676 | $354K |
| Gradient Capital Advisors, LLC | 0.10% | No change | 4,712 | $353K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 4,697 | $352K |
| TFG Advisers LLC | 0.12% | Add +0.5% | 4,677 | $350K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 4,624 | $346K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -21.6% | 4,595 | $344K |
| Broadway Wealth Solutions, Inc. | 0.21% | Reduce -3.6% | 4,501 | $337K |
| Retirement Planning Group, LLC | 0.01% | No change | 4,482 | $336K |
| WJ Wealth Management, LLC | 0.11% | Reduce -4.8% | 4,444 | $333K |
| Donaldson Capital Management, LLC | 0.01% | No change | 4,421 | $331K |
| IFP Advisors, Inc | 0.01% | Reduce -1.6% | 4,417 | $331K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.3% | 4,405 | $330K |
| Empower Advisory Group, LLC | 0.00% | No change | 4,362 | $327K |
| Diversify Advisory Services, LLC | 0.01% | Add +1.9% | 4,165 | $324K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -21.7% | 4,323 | $324K |
| OMNI 360 Wealth, Inc. | 0.20% | Add +0.5% | 4,291 | $321K |
| Johnson Bixby & Associates, LLC | 0.04% | Reduce -11.3% | 4,265 | $319K |
| Washburn Capital Management, Inc. | 0.18% | No change | 4,175 | $313K |
| Richard P Slaughter Associates Inc | 0.06% | Reduce -29.4% | 4,167 | $312K |
| Orin Green Financial, LLC | 0.13% | No change | 4,149 | $311K |
| World Equity Group, Inc. | 0.08% | Reduce -25.2% | 4,097 | $307K |
| Paragon Financial Partners, Inc. | 0.21% | Add +0.2% | 4,094 | $307K |
| Balboa Wealth Partners | 0.06% | New | 4,000 | $300K |
| Legacy Wealth Management, LLC / MS | 0.09% | Reduce -46.5% | 3,969 | $297K |
| Focused Wealth Management, Inc | 0.04% | Reduce -2.4% | 3,931 | $294K |
| Range Financial Group LLC | 0.11% | Add +15.7% | 3,848 | $288K |
| Brooklyn Investment Group | 0.04% | Add +113.6% | 3,827 | $287K |
| Brewster Financial Planning LLC | 0.19% | Reduce -2.8% | 3,821 | $286K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 3,819 | $286K |
| Laraway Financial Advisors Inc | 0.22% | Add +16.2% | 3,817 | $286K |
| KPP Advisory Services LLC | 0.05% | New | 3,692 | $277K |
| Future Financial Wealth Managment LLC | 0.19% | No change | 3,687 | $276K |
| Trademark Financial Management, LLC | 0.17% | Reduce -2.9% | 3,623 | $271K |
| Steel Grove Capital Advisors, LLC | 0.03% | No change | 3,606 | $270K |
| One Wealth Advisors, LLC | 0.04% | Reduce -1.7% | 3,596 | $269K |
| Fortress Wealth Management, Inc. | 0.13% | No change | 3,592 | $269K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 3,510 | $263K |
| Aspen Wealth Management LLC | 0.07% | Reduce -0.4% | 3,503 | $262K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -91.8% | 3,500 | $262K |
| Tsfg, LLC | 0.05% | No change | 3,504 | $262K |
| SMI Advisory Services, LLC | 0.05% | No change | 3,445 | $261K |
| Qube Research & Technologies Ltd | 0.00% | Add +34.5% | 3,464 | $259K |
| McNaughton Wealth Management, LLC | 0.11% | No change | 3,439 | $258K |
| Kestra Investment Management, LLC | 0.01% | New | 3,424 | $256K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | New | 3,411 | $255K |
| CRA Financial Services, LLC | 0.04% | Add +0.0% | 3,338 | $250K |
| Formidable Asset Management, LLC | 0.04% | No change | 3,672 | $250K |
| Buska Wealth Management, LLC | 0.07% | New | 3,292 | $247K |
| Capital Market Strategies LLC | 0.17% | New | 3,286 | $246K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -1.5% | 3,290 | $246K |
| Apriem Advisors | 0.03% | New | 3,269 | $245K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -7.3% | 3,252 | $244K |
| WFA of San Diego, LLC | 0.18% | — | 3,234 | $242K |
| SBI Securities Co., Ltd. | 0.01% | Add +2.4% | 3,198 | $239K |
| Kaufman Rossin Wealth, LLC | 0.15% | New | 3,177 | $238K |
| Red Door Wealth Management, LLC | 0.03% | Add +0.3% | 3,172 | $238K |
| Opes Wealth Management LLC | 0.04% | No change | 3,030 | $227K |
| Aviso Wealth Management | 0.11% | New | 3,020 | $226K |
| Bokf, NA | 0.00% | No change | 3,000 | $225K |
| Lumbard & Kellner, LLC | 0.10% | No change | 2,988 | $224K |
| Victory Financial Group, LLC | 0.04% | Reduce -21.1% | 2,953 | $221K |
| Trevian Wealth Management LLC | 0.13% | New | 2,927 | $219K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 2,890 | $216K |
| Flagship Private Wealth, LLC | 0.09% | New | 2,873 | $215K |
| First National Advisers, LLC | 0.03% | New | 2,838 | $213K |
| Essex LLC | 0.04% | New | 2,825 | $212K |
| FSA Advisors, Inc. | 0.17% | New | 2,791 | $209K |
| Horizon Wealth Management, LLC | 0.04% | New | 2,776 | $208K |
| Parisi Gray Wealth Management | 0.06% | New | 2,763 | $207K |
| Emergent Wealth Advisors, LLC | 0.13% | Reduce -7.5% | 2,739 | $205K |
| MBM Wealth Consultants, LLC | 0.05% | New | 2,729 | $204K |
| Hoese & Co LLP | 0.16% | No change | 2,721 | $204K |
| Northeast Planning Associates, Inc. / NH / | 0.18% | New | 2,681 | $201K |
| Atwood & Palmer Inc. | 0.01% | No change | 2,548 | $191K |
| Prestige Wealth Management Group LLC | 0.04% | No change | 2,499 | $187K |
| JNBA Financial Advisors | 0.02% | Reduce -2.9% | 2,489 | $186K |
| Sunbelt Securities, Inc. | 0.02% | No change | 2,486 | $178K |
| Arax Advisory Partners | 0.01% | No change | 2,354 | $176K |
| CX Institutional | 0.01% | No change | 2,335 | $175K |
| MAI Capital Management | 0.00% | No change | 2,308 | $173K |
| Bank of Montreal | 0.00% | Add +0.5% | 2,287 | $171K |
| Richard W. Paul & Associates, LLC | 0.06% | No change | 2,210 | $166K |
| Copia Wealth Management | 0.14% | No change | 2,199 | $165K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 2,069 | $155K |
| Hantz Financial Services, Inc. | 0.00% | New | 2,034 | $152K |
| Sherman Asset Management, Inc. | 0.13% | No change | 1,973 | $148K |
| Blair William & Co. | 0.00% | Reduce -9.6% | 1,913 | $143K |
| Glenmede Investment Management, LP | 0.00% | — | 1,789 | $134K |
| Montag A & Associates Inc. | 0.01% | No change | 1,756 | $132K |
| Fifth Third Bancorp | 0.00% | Add +61.5% | 1,576 | $118K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,566 | $117K |
| Tidemark, LLC | 0.04% | Reduce -12.2% | 1,545 | $116K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,529 | $115K |
| Global Trust Asset Management, LLC | 0.06% | No change | 1,507 | $113K |
| Lanark Financial, Inc. | 0.01% | No change | 1,410 | $105K |
| Paladin Advisory Group, LLC | 0.07% | Add +2.5% | 1,191 | $89K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,112 | $83K |
| WealthCollab, LLC | 0.05% | No change | 1,106 | $83K |
| Howe & Rusling Inc. | 0.01% | No change | 1,052 | $79K |
| Compass Financial Services Inc | 0.04% | Add +0.3% | 1,045 | $78K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.9% | 967 | $72K |
| Salem Investment Counselors Inc. | 0.00% | Add +16.4% | 958 | $72K |
| Quest 10 Wealth Builders, Inc. | 0.07% | Reduce -2.9% | 931 | $70K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 827 | $62K |
| North Star Investment Management Corp. | 0.00% | Add +0.4% | 778 | $58K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 749 | $56K |
| Iron Horse Wealth Management, LLC | 0.02% | Reduce -1.6% | 748 | $56K |
| NFSG Corp | 0.01% | No change | 740 | $55K |
| WealthTrak Capital Management LLC | 0.04% | Add +77.9% | 669 | $50K |
| Trust Co. of Toledo NA | 0.01% | New | 609 | $46K |
| Ancora Advisors LLC | 0.00% | No change | 584 | $44K |
| Accredited Wealth Management, LLC | 0.04% | No change | 576 | $43K |
| Spire Wealth Management | 0.00% | Reduce -19.8% | 567 | $42K |
| Concord Wealth Partners | 0.01% | No change | 552 | $41K |
| US Bancorp \de | 0.00% | No change | 536 | $40K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 500 | $37K |
| MGB Wealth Management, LLC | 0.01% | Reduce -73.5% | 500 | $37K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.4% | 489 | $37K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 483 | $36K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 480 | $36K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 475 | $36K |
| Crewe Advisors LLC | 0.01% | New | 469 | $35K |
| Global Wealth Strategies & Associates | 0.01% | No change | 437 | $33K |
| Anfield Capital Management, LLC | 0.01% | Add +0.3% | 409 | $31K |
| Operose Advisors LLC | 0.01% | No change | 392 | $29K |
| Aventus Investment Advisors, Inc. | 0.03% | — | 388 | $29K |
| Toth Financial Advisory Corp. | 0.00% | No change | 376 | $28K |
| Topsail Wealth Management, LLC | 0.00% | No change | 355 | $27K |
| National Bank of Canada | 0.00% | Add +106.6% | 343 | $26K |
| Nova Wealth Management, Inc. | 0.02% | No change | 327 | $24K |
| Centricity Wealth Management, LLC | 0.02% | Add +1.9% | 321 | $24K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 304 | $23K |
| Northwest Capital Management Inc | 0.01% | Reduce -82.8% | 300 | $22K |
| Abound Wealth Management | 0.01% | Add +0.4% | 271 | $20K |
| Silicon Valley Capital Partners | 0.00% | New | 268 | $20K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 262 | $20K |
| Coston, McIsaac & Partners | 0.00% | No change | 262 | $19K |
| Ameriflex Group, Inc. | 0.01% | No change | 255 | $19K |
| Woodside Wealth Management LLC | 0.02% | No change | 241 | $18K |
| IMG Wealth Management, Inc. | 0.01% | No change | 239 | $18K |
| Bogart Wealth, LLC | 0.00% | No change | 236 | $18K |
| Private Wealth Management Group, LLC | 0.01% | No change | 231 | $17K |
| Hopwood Financial Services, Inc. | 0.01% | New | 224 | $17K |
| FWL Investment Management, LLC | 0.00% | No change | 213 | $16K |
| GAMMA Investing LLC | 0.00% | New | 212 | $16K |
| Principal Securities, Inc. | 0.00% | Reduce -13.9% | 198 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 167 | $13K |
| Caldwell Trust Co | 0.00% | No change | 150 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -28.0% | 139 | $10K |
| Golden State Wealth Management, LLC | 0.00% | No change | 123 | $9K |
| Crews Bank & Trust | 0.00% | No change | 123 | $9K |
| LGT Financial Advisors LLC | 0.02% | No change | 107 | $8K |
| Oakworth Capital, Inc. | 0.00% | No change | 106 | $8K |
| Tower View Wealth Management LLC | 0.00% | No change | 101 | $8K |
| Orion Capital Management LLC | 0.00% | No change | 80 | $6K |
| Affinity Wealth LLC | 0.01% | New | 79 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 74 | $6K |
| Citigroup Inc. | 0.00% | New | 73 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +1.5% | 69 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -35.3% | 55 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | — | 54 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 54 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 50 | $4K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 47 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 34 | $3K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -26.8% | 30 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -8.3% | 22 | $2K |
| Creative Financial Designs Inc. | 0.00% | Add +4.8% | 22 | $2K |
| Transce3nd, LLC | 0.00% | Reduce -40.0% | 9 | $674 |
| Redmont Wealth Advisors LLC | 0.00% | No change | 8 | $599 |
| BNP Paribas Financial Markets | 0.00% | New | 3 | $225 |
"% 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.