SS SPDR P S&P 1500 Comp ETFSPTMETF
13F holders, Q3 2025 (September 30)674holders +13
58new positions
26sold out
5famous investors
$80.91avg. 13F price*
At the end of Q3 2025, 674 institutions reported holding SS SPDR P S&P 1500 Comp ETF (SPTM) in their 13F filings, up 13 from Q2 2025. 58 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($667.1M), Cwm, LLC ($252.2M) and Creative Planning ($243.3M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR P S&P 1500 Comp ETF
- Filed as
- SPDR SERIES TRUST (Q3 2025)
- CUSIP
- 78464A805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $84.6M |
| Exits | 26 | $11.5M |
All 13F filers, Q2 2025 → Q3 2025: 6,085,490 shares bought and 2,565,018 shares sold, net +3,520,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 674 holders
| LPL Financial LLC | 0.19% | Add +1.8% | 8,271,397 | $667.1M |
| Cwm, LLC | 0.76% | Reduce -2.5% | 3,127,476 | $252.2M |
| Creative Planning | 0.19% | Add +1.6% | 3,017,159 | $243.3M |
| Private Advisor Group, LLC | 1.13% | Reduce -1.2% | 2,845,996 | $229.5M |
| Valmark Advisers, Inc. | 2.94% | Add +2.8% | 2,818,606 | $227.3M |
| Wealthcare Advisory Partners LLC | 4.41% | Add +0.8% | 2,625,535 | $211.7M |
| Assetmark, Inc. | 0.45% | Add +12455.3% | 2,575,084 | $207.7M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Add +0.6% | 1,973,730 | $159.8M |
| Osaic Holdings, Inc. | 0.19% | Add +7.3% | 1,729,804 | $135.8M |
| Hughes Financial Services, LLC | 21.36% | Add +1.3% | 1,630,436 | $134.3M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -13.9% | 1,650,075 | $133.1M |
| Professional Financial Advisors, LLC | 27.57% | Add +2.9% | 1,624,615 | $131.0M |
| Syntegra Private Wealth Group, LLC | 11.47% | Reduce -2.6% | 1,507,600 | $121.6M |
| Modern Wealth Management, LLC | 2.37% | Reduce -7.0% | 1,486,905 | $119.9M |
| Ameriprise Financial Inc. | 0.03% | Add +2.7% | 1,411,187 | $113.8M |
| Morgan Stanley | 0.01% | Add +1.6% | 1,343,005 | $108.3M |
| Wells Fargo & Company | 0.02% | Reduce -1.2% | 1,138,157 | $91.8M |
| Wealthquest Corp | 7.11% | Reduce -0.0% | 1,105,306 | $89.1M |
| ARS Wealth Advisors Group, LLC | 8.09% | Reduce -0.1% | 1,015,987 | $81.9M |
| Keener Financial Planning LLC | 36.51% | Add +0.8% | 975,898 | $78.7M |
| Blueprint Investment Partners LLC | 11.03% | Add +5.8% | 973,313 | $78.5M |
| Allworth Financial LP | 0.35% | Add +5.6% | 973,158 | $78.5M |
| Rockbridge Investment Management, LCC | 7.67% | Reduce -2.5% | 964,022 | $77.7M |
| Stratos Wealth Partners, LTD. | 0.90% | Add +14.1% | 935,985 | $75.5M |
| Legacy Private Trust Co. | 4.33% | Reduce -19.0% | 897,926 | $72.4M |
| Bank of America Corp. | 0.01% | Add +4.5% | 895,149 | $72.2M |
| Rosenberg Matthew Hamilton | 13.51% | Reduce -1.1% | 774,963 | $62.5M |
| Financial Strategies Group, Inc. | 11.79% | Reduce -0.2% | 749,054 | $61.8M |
| Voisard Asset Management Group, Inc. | 14.13% | Add +21.4% | 757,202 | $61.1M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +18.4% | 743,715 | $60.0M |
| Shepherd Financial Partners LLC | 5.57% | Add +1.2% | 725,924 | $58.5M |
| Baltimore-Washington Financial Advisors, Inc. | 2.48% | Add +6.8% | 716,628 | $57.8M |
| Cerity Partners LLC | 0.09% | Add +0.3% | 700,721 | $56.5M |
| Woodard & Co. Asset Management Group Inc. | 9.09% | Reduce -7.0% | 693,639 | $55.9M |
| Weitzel Financial Services, Inc. | 21.72% | Add +0.2% | 669,240 | $53.5M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.3% | 645,453 | $52.1M |
| B.O.S.S. Retirement Advisors, LLC | 11.92% | Add +6.6% | 618,213 | $49.9M |
| Symphony Financial, Ltd. Co. | 5.99% | Reduce -1.6% | 613,240 | $49.2M |
| AQR Capital Management | 0.03% | Add +14.7% | 599,919 | $48.4M |
| Advisors Capital Management, LLC | 0.61% | Add +8.3% | 598,318 | $48.3M |
| Winch Advisory Services, LLC | 10.62% | Add +0.7% | 585,419 | $47.2M |
| Aquire Wealth Advisors, LLC | 10.64% | Reduce -5.0% | 535,588 | $43.2M |
| Jaffetilchin Investment Partners, LLC | 2.53% | Add +0.3% | 523,934 | $42.3M |
| Winthrop Advisory Group LLC | 3.34% | Reduce -1.5% | 472,826 | $38.1M |
| VestGen Advisors, LLC | 1.25% | Reduce -0.6% | 466,840 | $37.7M |
| Blueprint Financial Advisors LLC | 8.12% | Add +18.7% | 466,104 | $37.6M |
| GM Advisory Group, LLC | 1.47% | Reduce -1.1% | 428,917 | $34.6M |
| Park Avenue Securities LLC | 0.27% | Reduce -1.4% | 425,326 | $34.3M |
| Treasure Coast Financial Planning | 18.79% | Reduce -8.0% | 417,729 | $33.7M |
| Geneos Wealth Management Inc. | 0.85% | Add +3.4% | 417,045 | $33.6M |
| N.E.W. Advisory Services LLC | 2.98% | Add +2.1% | 413,575 | $33.4M |
| Focus Partners Wealth | 0.05% | Add +5.0% | 404,886 | $32.7M |
| Kingsview Wealth Management, LLC | 0.47% | Add +3.4% | 384,490 | $31.0M |
| Equitable Holdings, Inc. | 0.23% | Add +3.9% | 380,524 | $30.7M |
| Rinkey Investments | 8.01% | Reduce -0.9% | 374,471 | $30.2M |
| Beacon Capital Management, Inc. | 1.44% | New | 373,576 | $30.1M |
| RFG Advisory, LLC | 0.62% | Reduce -21.6% | 368,686 | $29.7M |
| Rialto Wealth Management, LLC | 7.64% | Add +0.8% | 367,020 | $29.6M |
| Boston Standard Wealth Management, LLC | 4.64% | Add +0.3% | 342,411 | $27.6M |
| MML Investors Services, LLC | 0.07% | Add +9.7% | 331,330 | $26.7M |
| JPMorgan Chase & Co. | 0.00% | Add +10.5% | 318,887 | $25.7M |
| Waverly Advisors, LLC | 0.26% | Reduce -8.8% | 318,704 | $25.7M |
| Abound Financial, LLC | 10.24% | Add +5.3% | 317,216 | $25.6M |
| RVW Wealth, LLC | 1.96% | Reduce -0.2% | 311,867 | $25.2M |
| Virtue Capital Management, LLC | 4.00% | Add +75.6% | 37,722 | $25.1M |
| DORVAL Corp | 8.30% | Add +3.0% | 310,920 | $25.1M |
| SigFig Wealth Management, LLC | 0.77% | Reduce -4.0% | 312,109 | $25.0M |
| Fox Financial, Inc | 19.79% | Reduce -1.1% | 308,330 | $24.9M |
| Roble, Belko & Company, Inc | 3.28% | Reduce -12.3% | 300,021 | $24.2M |
| Money Concepts Capital Corp. | 1.45% | Add +1.4% | 290,936 | $23.5M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 286,103 | $23.1M |
| BIP Wealth, LLC | 1.07% | Add +3.1% | 268,457 | $21.7M |
| Zhang Financial LLC | 0.87% | Add +4.7% | 266,964 | $21.5M |
| Bridgewealth Advisory Group, LLC | 4.85% | Add +4.3% | 259,333 | $20.9M |
| AlphaCore Capital LLC | 0.70% | Reduce -2.5% | 259,301 | $20.9M |
| Jacobi Capital Management LLC | 1.27% | Reduce -24.2% | 258,163 | $20.8M |
| Mariner, LLC | 0.03% | Add +5.8% | 256,457 | $20.7M |
| Compass Financial Group, INC | 3.03% | Reduce -1.7% | 250,196 | $20.2M |
| Annex Advisory Services, LLC | 0.43% | Reduce -1.8% | 249,984 | $20.2M |
| Parallel Advisors, LLC | 0.36% | Reduce -2.5% | 242,863 | $19.6M |
| AssuredPartners Investment Advisors, LLC | 4.29% | Add +4.6% | 239,102 | $19.3M |
| Balefire, LLC | 3.71% | Reduce -3.0% | 230,342 | $18.6M |
| Royal Harbor Partners, LLC | 6.26% | Reduce -3.7% | 229,030 | $18.5M |
| Cetera Investment Advisers | 0.02% | Add +119.2% | 217,084 | $17.5M |
| Focus Partners Advisor Solutions, LLC | 0.20% | Reduce -30.1% | 213,251 | $17.2M |
| Pure Financial Advisors, LLC | 0.27% | Reduce -4.7% | 212,678 | $17.2M |
| HBW Advisory Services LLC | 1.84% | Add +10.5% | 202,451 | $16.3M |
| Spartan Planning & Wealth Management | 12.68% | Add +1.7% | 201,382 | $16.2M |
| MPWM Advisory Solutions, LLC | 9.56% | Add +2.0% | 199,346 | $16.1M |
| Moloney Securities Asset Management, LLC | 1.89% | Reduce -7.6% | 195,940 | $15.8M |
| Capital Advisory Group Advisory Services, LLC | 4.90% | Reduce -0.7% | 195,196 | $15.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.3% | 188,820 | $15.2M |
| Great Lakes Advisors, LLC | 0.13% | Reduce -1.0% | 188,227 | $15.2M |
| Facet Wealth, Inc. | 0.31% | Reduce -2.7% | 187,465 | $15.1M |
| IAG Wealth Partners, LLC | 1.81% | Add +2.2% | 187,352 | $15.1M |
| Capasso Planning Partners LLC | 9.15% | Add +3.2% | 181,979 | $14.7M |
| Fourth Dimension Wealth, LLC | 5.47% | Add +6.0% | 177,903 | $14.3M |
| Snowden Capital Advisors LLC | 0.39% | Add +1.1% | 176,224 | $14.2M |
| Farther Finance Advisors, LLC | 0.21% | Reduce -25.2% | 168,256 | $13.6M |
| Arete Wealth Advisors, LLC | 0.83% | Reduce -3.4% | 163,525 | $13.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.8% | 162,240 | $13.1M |
| Ervin Investment Management, LLC | 7.44% | Reduce -1.1% | 161,149 | $13.0M |
| Bensler, LLC | 1.34% | Add +4.2% | 159,555 | $12.9M |
| Portfolio Strategies, Inc. | 1.46% | Reduce -51.2% | 155,873 | $12.6M |
| XML Financial, LLC | 1.02% | Add +1.8% | 155,439 | $12.5M |
| Sentinel Pension Advisors, LLC | 1.97% | Reduce -6.3% | 153,081 | $12.3M |
| Evensky & Katz LLC | 0.70% | Reduce -1.5% | 150,192 | $12.1M |
| G&S Capital LLC | 4.47% | Reduce -1.7% | 149,810 | $12.1M |
| Two Sigma Investments, LP | 0.02% | Add +7.1% | 149,200 | $12.0M |
| Balentine LLC | 0.44% | Reduce -1.5% | 148,492 | $12.0M |
| Summit Investment Advisory Services, LLC | 4.67% | Add +1.2% | 145,485 | $11.7M |
| Investors Research Corp | 2.13% | Reduce -0.7% | 143,057 | $11.5M |
| Cornerstone Financial Group, LLC | 8.77% | Add +4.4% | 140,458 | $11.3M |
| Western Wealth Management, LLC | 0.59% | Add +9.1% | 137,467 | $11.1M |
| Gateway Wealth Partners, LLC | 1.48% | Add +201.1% | 135,812 | $11.0M |
| Retirement Capital Strategies | 4.17% | Reduce -3.6% | 134,692 | $10.9M |
| Global Retirement Partners, LLC | 0.24% | Add +13.0% | 134,432 | $10.8M |
| Lido Advisors, LLC | 0.04% | Add +431.9% | 132,884 | $10.7M |
| IRON Financial LLC | 5.08% | Reduce -0.1% | 131,484 | $10.6M |
| UBS Group AG | 0.00% | Add +4.0% | 131,276 | $10.6M |
| Beacon Financial Group | 1.04% | Reduce -3.6% | 131,186 | $10.6M |
| Atlas Private Wealth Advisors | 2.56% | Reduce -39.5% | 129,749 | $10.5M |
| Freedom Day Solutions, LLC | 2.80% | Add +0.9% | 127,843 | $10.3M |
| Redwood Financial Network Corp | 6.48% | Add +1.4% | 126,911 | $10.2M |
| TD Capital Management LLC | 0.92% | Add +14.6% | 126,007 | $10.2M |
| Little House Capital LLC | 2.27% | Add +2.7% | 122,423 | $9.9M |
| Independent Financial Group, LLC | 0.23% | Add +0.5% | 117,148 | $9.4M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -3.5% | 115,966 | $9.4M |
| Financial Management Professionals, Inc. | 0.95% | New | 113,557 | $9.2M |
| Capital Analysts, LLC | 0.25% | Add +1.0% | 107,767 | $8.7M |
| Truist Financial Corp. | 0.01% | Reduce -0.0% | 102,657 | $8.3M |
| Tempus Wealth Planning, LLC | 1.82% | Add +0.3% | 98,529 | $7.9M |
| Wealth Alliance Advisory Group, LLC | 1.42% | Add +1.4% | 97,848 | $7.9M |
| FMR LLC | 0.00% | Add +2.3% | 97,050 | $7.8M |
| Cascade Investment Group, Inc. | 5.18% | Add +2.6% | 97,009 | $7.8M |
| FreeGulliver LLC | 3.48% | Reduce -0.1% | 96,183 | $7.8M |
| Collaborative Wealth Managment Inc. | 3.12% | Add +0.8% | 95,679 | $7.7M |
| Breakwater Investment Management | 2.81% | No change | 94,513 | $7.6M |
| Sterneck Capital Management, LLC | 3.53% | Add +4.6% | 93,964 | $7.6M |
| Cabot Wealth Management Inc. | 0.84% | Add +4.7% | 93,503 | $7.5M |
| Principia Wealth Advisory, LLC | 5.29% | Reduce -43.6% | 91,939 | $7.4M |
| Cannon Financial Strategists, Inc. | 1.01% | Add +0.2% | 87,482 | $7.1M |
| Larson Financial Group LLC | 0.25% | Reduce -18.0% | 86,727 | $7.0M |
| Aldebaran Financial Inc. | 6.96% | Add +18.2% | 86,299 | $7.0M |
| PAX Financial Group, LLC | 1.25% | Reduce -2.8% | 85,909 | $6.9M |
| Atria Investments, Inc | 0.08% | Reduce -13.3% | 85,810 | $6.9M |
| Mutual Advisors, LLC | 0.15% | Reduce -0.6% | 84,317 | $6.9M |
| Capital Group Private Client Services, Inc. | 0.11% | No change | 84,925 | $6.8M |
| SFG Wealth Management, LLC. | 2.96% | Reduce -2.1% | 84,771 | $6.8M |
| Integrated Capital Management, Inc. | 4.75% | Add +1.4% | 84,474 | $6.8M |
| Isthmus Partners, LLC | 0.80% | Add +1.1% | 83,874 | $6.8M |
| Aerodigm Wealth, LLC | 2.84% | Reduce -0.7% | 83,398 | $6.8M |
| Ashton Thomas Private Wealth, LLC | 0.17% | Reduce -1.8% | 82,663 | $6.7M |
| Savant Capital, LLC | 0.04% | Add +4.0% | 82,446 | $6.6M |
| Cary Street Partners Financial LLC | 0.17% | Reduce -2.6% | 80,192 | $6.5M |
| Ieq Capital, LLC | 0.02% | New | 79,725 | $6.4M |
| Black Diamond Financial, LLC | 0.72% | New | 79,564 | $6.4M |
| Private Wealth Group, LLC | 3.09% | Add +5.4% | 77,010 | $6.2M |
| Roundview Capital LLC | 0.39% | Add +0.6% | 76,640 | $6.2M |
| Brady Martz Wealth Solutions, LLC | 1.12% | Reduce -1.5% | 76,403 | $6.2M |
| JT Stratford LLC | 0.82% | Add +2.2% | 75,572 | $6.1M |
| Citadel Advisors | 0.01% | New | 75,081 | $6.1M |
| Flagship Harbor Advisors, LLC | 0.25% | Reduce -5.0% | 72,292 | $5.8M |
| Legacy Capital Group California, Inc. | 1.47% | Reduce -1.3% | 71,781 | $5.8M |
| Values Added Financial LLC | 2.48% | Reduce -1.1% | 69,235 | $5.6M |
| HighTower Advisors, LLC | 0.01% | Add +0.8% | 68,551 | $5.5M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +12.3% | 67,814 | $5.5M |
| IHT Wealth Management, LLC | 0.14% | Add +17.8% | 67,452 | $5.4M |
| Maridea Wealth Management LLC | 0.82% | Add +1.2% | 64,742 | $5.3M |
| Captrust Financial Advisors | 0.01% | Reduce -3.8% | 64,990 | $5.2M |
| TKG Advisors, LLC | 2.24% | Reduce -5.8% | 64,872 | $5.2M |
| Trinity Wealth Management, LLC | 1.94% | Reduce -4.7% | 64,292 | $5.2M |
| Advocacy Wealth Management, LLC | 0.22% | No change | 62,525 | $5.0M |
| LVM Capital Management Ltd. | 0.48% | Add +2.2% | 61,624 | $5.0M |
| CGN Advisors LLC | 0.41% | Add +3.0% | 61,559 | $5.0M |
| Wbi Investments, LLC | 1.26% | Reduce -4.7% | 61,164 | $4.9M |
| Harbour Investments, Inc. | 0.11% | Add +8.4% | 60,985 | $4.9M |
| Dagco, Inc. | 1.23% | Add +1.1% | 60,883 | $4.9M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +136.2% | 59,122 | $4.8M |
| Austin Wealth Management, LLC | 0.73% | Reduce -4.8% | 57,815 | $4.7M |
| Corient Private Wealth LP | 0.01% | Add +0.3% | 57,862 | $4.7M |
| Beam Wealth Advisors, Inc. | 1.25% | Reduce -12.8% | 56,846 | $4.6M |
| Strategic Investment Advisors / MI | 0.41% | New | 39,411 | $4.6M |
| Perennial Investment Advisors, LLC | 0.37% | Reduce -6.1% | 56,239 | $4.5M |
| Advisory Services Network, LLC | 0.07% | Reduce -4.5% | 56,125 | $4.5M |
| Apeiron RIA LLC | 0.99% | Reduce -0.9% | 55,037 | $4.4M |
| Peterson Wealth Advisors, LLC | 0.65% | Reduce -7.0% | 53,561 | $4.3M |
| HRT Financial LP | 0.02% | New | 53,068 | $4.3M |
| Medallion Wealth Advisors, LLC | 1.51% | Add +8.7% | 52,897 | $4.3M |
| NewEdge Advisors, LLC | 0.02% | Add +10.4% | 51,850 | $4.2M |
| Jones Financial Companies LLLP | 0.00% | Add +31.3% | 51,947 | $4.2M |
| Avior Wealth Management, LLC | 0.13% | Add +0.8% | 50,929 | $4.1M |
| Journey Advisory Group, LLC | 0.30% | Reduce -3.7% | 50,724 | $4.1M |
| Advisor OS, LLC | 0.35% | Add +7.7% | 49,973 | $4.0M |
| Praetorian Wealth Management, Inc. | 0.82% | Reduce -9.2% | 49,464 | $4.0M |
| MJP Associates Inc. | 0.52% | Add +7.7% | 49,297 | $4.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +3.1% | 47,990 | $3.9M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -4.1% | 46,939 | $3.8M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -5.5% | 46,791 | $3.8M |
| Bank of Hawaii | 0.19% | Reduce -0.4% | 46,661 | $3.8M |
| Investment Planning Advisors, Inc. | 1.16% | Add +11.3% | 45,897 | $3.7M |
| Sheets Smith Wealth Management | 0.41% | Add +5.5% | 44,676 | $3.6M |
| Private Trust Co. NA | 0.31% | Add +208.7% | 44,180 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.6% | 44,014 | $3.5M |
| Compass Financial Group, Inc. | 1.58% | Reduce -0.8% | 43,556 | $3.5M |
| Citigroup Inc. | 0.00% | Add +59160.3% | 43,260 | $3.5M |
| KWB Wealth | 0.38% | Reduce -14.9% | 45,298 | $3.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +0.3% | 42,038 | $3.4M |
| AE Wealth Management LLC | 0.02% | Reduce -18.6% | 40,671 | $3.3M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -5.2% | 40,638 | $3.3M |
| Cardiff Park Advisors, LLC | 0.25% | Add +25.2% | 39,720 | $3.2M |
| Wealth Advisory Solutions, LLC | 0.77% | Add +11.6% | 39,351 | $3.2M |
| Betterment LLC | 0.01% | Reduce -3.8% | 39,334 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +67.1% | 39,191 | $3.2M |
| Solano Wealth Investment Advisors LLC | 1.48% | Reduce -12.6% | 38,036 | $3.1M |
| Tennessee Valley Asset Management Partners | 0.41% | Add +4.3% | 37,683 | $3.0M |
| Renaissance Technologies | 0.00% | Add +158.0% | 36,900 | $3.0M |
| Dogwood Wealth Management LLC | 1.30% | Reduce -1.0% | 35,538 | $2.9M |
| Financial Sense Advisors, Inc. | 0.59% | Add +0.5% | 35,392 | $2.9M |
| Altus Wealth Group LLC | 1.16% | Reduce -1.2% | 34,930 | $2.8M |
| Founders Financial Alliance, LLC | 0.53% | Reduce -0.8% | 34,584 | $2.8M |
| Bawa N Mallick Trust | 1.02% | No change | 33,400 | $2.7M |
| Strategic Financial Planning, Inc. | 1.56% | Reduce -0.4% | 33,304 | $2.7M |
| Quent Capital, LLC | 0.22% | Add +6.7% | 33,140 | $2.7M |
| Pitcairn Co. | 0.21% | No change | 33,050 | $2.7M |
| Jackson, Grant Investment Advisers, Inc. | 0.89% | Add +20.3% | 33,040 | $2.7M |
| Claro Advisors Inc. | 0.38% | Reduce -0.9% | 32,187 | $2.6M |
| WCG Wealth Advisors LLC | 0.16% | Reduce -0.4% | 31,493 | $2.5M |
| Sfmg, LLC | 0.18% | No change | 31,434 | $2.5M |
| Legacy Advisory Services, LLC | 1.90% | Add +6.4% | 31,197 | $2.5M |
| Financial Gravity Asset Management, Inc. | 0.49% | — | 30,619 | $2.5M |
| Westside Investment Management, Inc. | 0.39% | Add +1.1% | 30,605 | $2.5M |
| Merit Financial Group, LLC | 0.02% | Add +15.8% | 30,600 | $2.5M |
| Raab & Moskowitz Asset Management LLC | 0.55% | Reduce -0.1% | 30,585 | $2.5M |
| Equita Financial Network, Inc. | 0.83% | Reduce -0.1% | 30,270 | $2.4M |
| Fingerlakes Wealth Management, Inc. | 1.58% | Reduce -1.8% | 30,050 | $2.4M |
| Jacksonville Wealth Management, LLC | 1.77% | Reduce -2.2% | 29,871 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.1% | 29,801 | $2.4M |
| Modera Wealth Management, LLC | 0.03% | Reduce -0.0% | 29,621 | $2.4M |
| Financial Enhancement Group LLC | 0.32% | Reduce -1.9% | 28,982 | $2.4M |
| OneAscent Financial Services LLC | 0.15% | Reduce -0.3% | 27,976 | $2.3M |
| Northwest Wealth Management, LLC | 0.37% | Reduce -2.8% | 27,592 | $2.2M |
| WealthPlan Investment Management, LLC | 0.15% | Add +0.8% | 27,187 | $2.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Reduce -2.1% | 26,863 | $2.2M |
| Destination Wealth Management | 0.06% | Add +1.4% | 26,830 | $2.2M |
| Orca Investment Management, LLC | 1.77% | Reduce -7.9% | 26,815 | $2.2M |
| LexAurum Advisors, LLC | 0.31% | Add +0.5% | 26,723 | $2.2M |
| CreativeOne Wealth, LLC | 0.05% | Add +40.3% | 26,291 | $2.1M |
| Sharper & Granite LLC | 0.76% | Add +27.1% | 26,199 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -15.6% | 25,499 | $2.1M |
| Stevens Capital Partners | 0.61% | Reduce -6.1% | 25,474 | $2.1M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -6.8% | 25,416 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.8% | 25,391 | $2.0M |
| Flagstone Financial Management | 0.53% | Add +0.1% | 25,100 | $2.0M |
| Flow Traders U.S. LLC | 0.08% | New | 24,784 | $2.0M |
| Oakwell Private Wealth Management, LLC | 0.40% | Reduce -0.8% | 24,767 | $2.0M |
| &partners | 0.01% | Add +12.5% | 24,793 | $2.0M |
| Chicago Partners Investment Group LLC | 0.05% | Add +2.7% | 23,733 | $2.0M |
| Wrenne Financial Planning LLC | 0.84% | Reduce -1.6% | 24,410 | $2.0M |
| Matauro, LLC | 0.31% | Reduce -7.7% | 24,178 | $1.9M |
| Advance Capital Management, Inc. | 0.08% | Reduce -0.6% | 24,037 | $1.9M |
| Broderick Brian C | 0.37% | Reduce -3.6% | 24,000 | $1.9M |
| Vise Technologies, Inc. | 0.07% | Add +92.2% | 23,695 | $1.9M |
| Twelve Points Wealth Management LLC | 0.47% | Add +197.8% | 23,603 | $1.9M |
| JFS Wealth Advisors, LLC | 0.11% | Reduce -2.4% | 23,284 | $1.9M |
| GTS Securities LLC | 0.07% | Reduce -39.9% | 23,259 | $1.9M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -0.2% | 23,186 | $1.9M |
| Daymark Wealth Partners, LLC | 0.06% | Reduce -0.1% | 23,142 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +0.5% | 23,090 | $1.9M |
| Seaside Wealth Management, Inc. | 0.55% | Reduce -0.3% | 22,941 | $1.9M |
| Apollon Wealth Management, LLC | 0.03% | Add +12.1% | 22,080 | $1.8M |
| LJI Wealth Management, LLC | 0.31% | Add +8.5% | 21,903 | $1.8M |
| Advyzon Investment Management, LLC | 0.30% | Add +51.1% | 21,703 | $1.8M |
| Trilogy Capital Inc. | 0.08% | Reduce -3.2% | 21,485 | $1.7M |
| Semitam Bonam LLC | 1.54% | Reduce -0.5% | 21,315 | $1.7M |
| Procyon Advisors, LLC | 0.10% | New | 20,982 | $1.7M |
| Colton Groome Financial Advisors, LLC | 0.52% | Reduce -3.4% | 20,934 | $1.7M |
| Sunburst Financial Group, LLC | 0.35% | Reduce -0.5% | 20,795 | $1.7M |
| Towercrest Capital Management | 0.27% | Reduce -4.7% | 20,755 | $1.7M |
| Diversified Trust Co. | 0.03% | No change | 20,623 | $1.7M |
| FMA Wealth Management, LLC | 1.13% | Add +1.8% | 20,416 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Reduce -5.1% | 20,404 | $1.6M |
| Novem Group | 0.20% | Reduce -0.4% | 20,366 | $1.6M |
| Root Financial Partners, LLC | 0.10% | Add +26.1% | 20,343 | $1.6M |
| Red Mountain Financial, LLC | 1.64% | Add +3.9% | 20,091 | $1.6M |
| Alta Wealth Advisors LLC | 0.58% | Reduce -0.1% | 20,056 | $1.6M |
| Nicolet Advisory Services, LLC | 0.13% | Reduce -6.4% | 19,871 | $1.6M |
| Mosaic Advisors LLC | 3.88% | New | 19,863 | $1.6M |
| Wealthcare Capital Partners, LLC | 0.73% | Reduce -3.4% | 19,827 | $1.6M |
| FSA Wealth Management LLC | 0.58% | Reduce -1.1% | 19,511 | $1.6M |
| Strategic Blueprint, LLC | 0.07% | Reduce -0.6% | 19,448 | $1.6M |
| Nicolet Bankshares Inc. | 0.25% | Add +15.0% | 19,350 | $1.6M |
| McClarren Financial Advisors, Inc. | 0.94% | Reduce -15.1% | 16,508 | $1.5M |
| Asset Dedication, LLC | 0.10% | Reduce -0.0% | 18,963 | $1.5M |
| Stewardship Advisors, LLC | 0.36% | Reduce -3.6% | 18,923 | $1.5M |
| Morling Financial Advisors, LLC | 0.49% | Reduce -10.5% | 18,376 | $1.5M |
| Telos Capital Management, Inc. | 0.14% | Reduce -5.7% | 17,970 | $1.4M |
| Sentinel Trust Co. Lba | 0.15% | Reduce -6.4% | 17,748 | $1.4M |
| Astoria Strategic Wealth, Inc. | 0.36% | Reduce -0.2% | 17,580 | $1.4M |
| Alliance Wealth Management Group | 0.31% | Reduce -6.7% | 17,444 | $1.4M |
| Glenview Trust Co | 0.02% | Reduce -3.2% | 17,293 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 17,250 | $1.4M |
| Emprise Bank | 0.59% | Reduce -0.3% | 16,870 | $1.4M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 16,869 | $1.4M |
| VCI Wealth Management LLC | 0.41% | New | 16,804 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Add +73.2% | 16,754 | $1.4M |
| Proficio Capital Partners LLC | 0.09% | No change | 16,726 | $1.3M |
| SouthState Bank Corp | 0.06% | Reduce -55.0% | 16,715 | $1.3M |
| Blue Edge Capital, LLC | 0.19% | Add +0.3% | 16,685 | $1.3M |
| Insight Advisors, LLC/ PA | 0.21% | Reduce -2.7% | 16,670 | $1.3M |
| Murphy & Mullick Capital Management Corp | 0.99% | Add +81.5% | 16,553 | $1.3M |
| NorthRock Partners, LLC | 0.02% | Reduce -25.9% | 16,392 | $1.3M |
| Sutton Place Investors LLC | 0.75% | Reduce -0.1% | 16,324 | $1.3M |
| Comprehensive Money Management Services LLC | 0.93% | Reduce -0.7% | 16,321 | $1.3M |
| Leeward Financial Partners, LLC | 0.37% | Add +0.3% | 16,233 | $1.3M |
| Slagle Financial, LLC | 0.48% | Reduce -0.7% | 16,089 | $1.3M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.26% | Reduce -6.2% | 15,839 | $1.3M |
| Waller Financial Planning Group, Inc. | 0.29% | Reduce -0.2% | 15,657 | $1.3M |
| First Horizon Corp. | 0.06% | — | 15,467 | $1.2M |
| Paulson Wealth Management Inc. | 0.29% | Reduce -0.3% | 15,162 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +0.3% | 15,120 | $1.2M |
| Lifeworks Advisors, LLC | 0.16% | Reduce -2.3% | 15,091 | $1.2M |
| Armbruster Capital Management, Inc. | 0.21% | Add +1.6% | 15,027 | $1.2M |
| Calton & Associates, Inc. | 0.18% | Add +24.8% | 14,972 | $1.2M |
| L & S Advisors Inc | 0.13% | Add +8.8% | 14,759 | $1.2M |
| Keystone Financial Group, Inc. | 0.67% | Add +1.4% | 14,750 | $1.2M |
| Bernardo Wealth Planning LLC | 0.23% | Reduce -4.3% | 14,467 | $1.2M |
| Lumbard & Kellner, LLC | 0.43% | Add +379.6% | 14,330 | $1.2M |
| Friday Financial | 0.48% | No change | 14,196 | $1.1M |
| Evercore Wealth Management, LLC | 0.02% | Add +40.3% | 14,128 | $1.1M |
| Ameritas Advisory Services, LLC | 0.07% | Add +180.9% | 14,088 | $1.1M |
| Penobscot Wealth Management | 0.36% | Add +0.8% | 14,061 | $1.1M |
| Cambridge Financial Group, LLC | 0.36% | No change | 13,940 | $1.1M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -1.0% | 13,924 | $1.1M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -13.7% | 13,788 | $1.1M |
| Sequent Planning LLC | 0.31% | Add +7.7% | 13,684 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | New | 13,594 | $1.1M |
| TLWM | 0.20% | Reduce -0.0% | 13,483 | $1.1M |
| Arthur M. Cohen & Associates, LLC | 0.18% | Add +4.5% | 13,404 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +159.1% | 13,243 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -73.9% | 13,192 | $1.1M |
| Continuum Advisory, LLC | 0.11% | Reduce -2.6% | 13,183 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -38.6% | 13,134 | $1.1M |
| Legacy Capital Wealth Partners, LLC | 0.23% | Add +13.6% | 13,107 | $1.1M |
| GenTrust, LLC | 0.05% | No change | 12,562 | $1.0M |
| Squire Investment Management Company, LLC | 0.33% | Reduce -0.0% | 12,506 | $1.0M |
| SCS Capital Management LLC | 0.01% | Add +0.3% | 12,322 | $994K |
| Prentice Wealth Management LLC | 0.24% | Reduce -0.5% | 12,188 | $983K |
| Prosperity Financial Group, Inc. | 0.36% | Reduce -1.7% | 12,098 | $976K |
| Jane Street Group, LLC | 0.00% | Add +55.6% | 11,999 | $968K |
| Nikulski Financial, Inc. | 0.24% | Reduce -10.2% | 11,935 | $963K |
| Sowell Financial Services LLC | 0.04% | Add +22.7% | 11,584 | $934K |
| Moneco Advisors, LLC | 0.08% | Add +13.5% | 11,460 | $924K |
| Goldstein Advisors, LLC | 0.11% | Reduce -3.0% | 11,451 | $924K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +115.4% | 11,434 | $922K |
| Global Wealth Management Investment Advisory, Inc. | 0.15% | Add +228.1% | 11,190 | $902K |
| DAVENPORT & Co LLC | 0.00% | No change | 11,095 | $895K |
| Northern Trust Corp. | 0.00% | Add +17.3% | 11,033 | $890K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +13.8% | 10,933 | $882K |
| Ridgeline Wealth Planning, LLC | 0.66% | No change | 10,879 | $877K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +4.0% | 10,774 | $869K |
| Krilogy Financial LLC | 0.03% | New | 10,455 | $856K |
| German American Bancorp, Inc. | 0.07% | No change | 10,525 | $849K |
| Vertex Planning Partners, LLC | 0.16% | Reduce -9.4% | 10,501 | $847K |
| Gibson Wealth Advisors LLC | 0.60% | No change | 10,500 | $847K |
| Texas Yale Capital Corp. | 0.03% | No change | 10,446 | $842K |
| Arlington Trust Co LLC | 0.15% | No change | 10,381 | $837K |
| Koss-Olinger Consulting, LLC | 0.07% | No change | 11,156 | $835K |
| Center For Asset Management LLC | 0.44% | New | 10,275 | $829K |
| OLIO Financial Planning | 0.24% | No change | 10,142 | $818K |
| TFB Advisors LLC | 0.24% | New | 10,117 | $811K |
| Darrow Company, Inc. | 0.37% | No change | 9,934 | $803K |
| WNY Asset Management, LLC | 0.08% | Reduce -3.4% | 9,917 | $800K |
| Peirce Capital Management, LLC | 0.33% | No change | 9,842 | $794K |
| Intrua Financial, LLC | 0.09% | Reduce -6.2% | 9,729 | $785K |
| Brookstone Capital Management | 0.01% | Add +16.6% | 9,722 | $784K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.2% | 9,704 | $783K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -0.0% | 9,663 | $779K |
| Arkadios Wealth Advisors | 0.02% | No change | 9,584 | $773K |
| CacheTech Inc. | 0.16% | Reduce -5.7% | 9,573 | $772K |
| Independent Wealth Network Inc. | 0.25% | Add +12.9% | 9,571 | $772K |
| MBE Wealth Management, LLC | 0.33% | Reduce -13.6% | 9,525 | $768K |
| Capital Investment Advisors, LLC | 0.01% | Add +101.4% | 9,311 | $751K |
| Manhattan West Asset Management, LLC | 0.16% | Reduce -0.6% | 9,178 | $740K |
| Signet Financial Management, LLC | 0.09% | Add +0.9% | 9,142 | $737K |
| Jericho Financial, LLP | 0.45% | Add +2.8% | 9,108 | $735K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -9.1% | 9,059 | $731K |
| Coppell Advisory Solutions LLC | 0.08% | Reduce -9.4% | 9,030 | $725K |
| Burns Matteson Capital Management, LLC | 0.30% | Reduce -1.1% | 8,944 | $721K |
| Echo Wealth Management, LLC | 0.42% | Reduce -3.6% | 8,860 | $715K |
| SlateStone Wealth, LLC | 0.06% | No change | 8,805 | $710K |
| Foundations Investment Advisors, LLC | 0.01% | Add +34.5% | 8,795 | $709K |
| CoreCap Advisors, LLC | 0.03% | Add +2.4% | 8,737 | $705K |
| Berger Financial Group, Inc | 0.04% | Reduce -8.2% | 8,736 | $705K |
| Stonebrook Private Inc. | 0.15% | Reduce -0.0% | 8,715 | $703K |
| CogentBlue Wealth Advisors, LLC | 0.48% | No change | 8,666 | $699K |
| Barnes Wealth Management Group, Inc | 0.38% | Reduce -0.4% | 8,610 | $694K |
| Wedbush Securities Inc. | 0.02% | Reduce -28.3% | 8,460 | $682K |
| Cape Investment Advisory, Inc. | 0.65% | Add +30.9% | 8,203 | $662K |
| AIFG Consultants Ltd. | 1.16% | Reduce -16.3% | 8,166 | $659K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.7% | 7,967 | $643K |
| Destiny Wealth Partners, LLC | 0.08% | Reduce -0.6% | 7,787 | $628K |
| Bank of New York Mellon Corp | 0.00% | Reduce -17.4% | 7,761 | $626K |
| RFG Holdings, Inc. | 0.16% | No change | 7,703 | $621K |
| Moseley Investment Management Inc. | 0.19% | Add +1.6% | 7,679 | $619K |
| GSG Advisors LLC | 0.16% | Add +0.3% | 7,651 | $619K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -3.6% | 7,655 | $617K |
| Wise Wealth Partners | 0.93% | Add +0.0% | 7,595 | $613K |
| Vigilare Wealth Management | 0.21% | Add +10.6% | 7,590 | $612K |
| Comerica Bank | 0.00% | Reduce -0.6% | 7,471 | $603K |
| Colonial River Investments, LLC | 0.22% | Reduce -4.7% | 7,423 | $599K |
| Choreo, LLC | 0.01% | Reduce -8.2% | 7,317 | $590K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -30.6% | 7,113 | $574K |
| Mission Wealth Management, LP | 0.01% | Add +0.0% | 7,039 | $568K |
| Franklin Resources Inc. | 0.00% | Reduce -43.9% | 6,983 | $563K |
| SpringVest Wealth Management LLC | 0.41% | No change | 6,946 | $560K |
| Rockwood Wealth Management, LLC | 0.04% | Reduce -2.6% | 6,797 | $548K |
| Wiser Wealth Management, Inc | 0.12% | Reduce -9.2% | 6,775 | $546K |
| Patten Group, Inc. | 0.10% | Reduce -0.9% | 6,587 | $531K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.6% | 6,587 | $531K |
| Vista Investment Management | 0.19% | Reduce -0.3% | 6,572 | $530K |
| Pasadena Private Wealth, LLC | 0.08% | No change | 6,520 | $526K |
| Sigma Planning Corp | 0.01% | Reduce -3.8% | 6,502 | $524K |
| Constant Guidance Financial LLC | 0.42% | New | 6,492 | $524K |
| Successful Portfolios LLC | 0.30% | Reduce -1.5% | 6,431 | $519K |
| Glassman Wealth Services | 0.07% | No change | 6,430 | $519K |
| HUB Investment Partners, LLC | 0.02% | Add +31.3% | 6,362 | $513K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -38.4% | 6,256 | $505K |
| Brighton Jones LLC | 0.01% | Reduce -3.4% | 6,262 | $505K |
| Crumly & Associates Inc. | 0.11% | Reduce -12.2% | 6,186 | $499K |
| Vestia Personal Wealth Advisors | 0.27% | Add +0.2% | 6,179 | $498K |
| Goodman Financial Corp | 0.10% | Add +15.3% | 6,150 | $496K |
| RDA Financial Network | 0.12% | Reduce -0.2% | 6,106 | $492K |
| Kelman-Lazarov, Inc. | 0.07% | Reduce -1.3% | 6,083 | $491K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 5,983 | $483K |
| Fusion Capital, LLC | 0.14% | Reduce -5.1% | 5,799 | $478K |
| Bluespring Wealth Management, LLC | 0.04% | Reduce -9.3% | 5,875 | $474K |
| Howard Bailey Securities, LLC | 0.13% | Reduce -5.0% | 5,863 | $473K |
| Intrepid Financial Planning Group LLC | 0.18% | No change | 5,844 | $471K |
| Fourpath Capital Management, LLC | 0.07% | Reduce -9.6% | 5,795 | $467K |
| Flynn Zito Capital Management, LLC | 0.17% | Reduce -3.2% | 5,788 | $467K |
| Kingswood Wealth Advisors, LLC | 0.03% | No change | 5,748 | $464K |
| Pinnacle Wealth Management Group, Inc. | 0.24% | Add +0.0% | 5,746 | $463K |
| Keystone Financial Group | 0.04% | Reduce -0.8% | 5,734 | $462K |
| One Wealth Map LLC | 0.24% | No change | 5,594 | $461K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 5,581 | $450K |
| Ridgeline Wealth, LLC | 0.33% | Reduce -0.8% | 5,494 | $443K |
| Truepoint, Inc. | 0.01% | No change | 5,491 | $443K |
| Howard Wealth Management, LLC | 0.20% | Reduce -3.2% | 5,490 | $443K |
| Sightline Wealth Advisors, LLC | 0.20% | Reduce -2.0% | 5,477 | $442K |
| Mgo One Seven LLC | 0.01% | Reduce -30.9% | 5,454 | $440K |
| Vawter Financial, Ltd. | 0.20% | New | 5,431 | $438K |
| Raleigh Capital Management Inc. | 0.17% | Reduce -7.2% | 5,400 | $435K |
| Horst & Graben Wealth Management LLC | 0.07% | Add +4.3% | 5,391 | $435K |
| Higgins & Schmidt Wealth Strategies LLC | 0.22% | Reduce -10.4% | 5,319 | $429K |
| Adams Wealth Management | 0.09% | Reduce -9.7% | 5,319 | $429K |
| Clearstead Advisors, LLC | 0.01% | Add +8.6% | 5,315 | $429K |
| Firethorn Wealth Partners, LLC | 0.17% | Reduce -4.9% | 5,276 | $425K |
| Partnership Wealth Management, LLC | 0.33% | Add +1.2% | 5,265 | $425K |
| Fisher Asset Management | 0.00% | Add +4.5% | 5,260 | $424K |
| Laraway Financial Advisors Inc | 0.29% | Add +37.3% | 5,239 | $422K |
| Country Club Bank | 0.03% | No change | 5,256 | $422K |
| Attessa Capital LLC | 0.25% | No change | 5,231 | $422K |
| Crew Capital Management, Ltd | 0.28% | Reduce -44.8% | 5,203 | $420K |
| Synergy Investment Management, LLC | 0.16% | Reduce -12.3% | 5,198 | $419K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +2.3% | 5,160 | $416K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5,106 | $412K |
| Beacon Capital Management, LLC | 0.06% | Add +1.6% | 5,105 | $412K |
| Seven Springs Wealth Group, LLC | 0.10% | New | 5,091 | $411K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -20.4% | 5,064 | $408K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.0% | 5,014 | $404K |
| Arq Wealth Advisors, LLC | 0.12% | Reduce -9.5% | 4,990 | $402K |
| Diversify Advisory Services, LLC | 0.01% | Add +16.8% | 4,866 | $402K |
| BCK Partners, Inc. | 0.22% | Reduce -1.2% | 4,978 | $401K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -2.1% | 4,944 | $399K |
| Outlook Wealth Advisors, LLC | 0.10% | Reduce -3.4% | 4,870 | $393K |
| Post Resch Tallon Group Inc. | 0.35% | Reduce -0.2% | 4,859 | $392K |
| Wilson & Boucher Capital Management, LLC | 0.25% | No change | 4,800 | $387K |
| Triumph Capital Management | 0.10% | Reduce -1.7% | 4,729 | $381K |
| Gradient Capital Advisors, LLC | 0.10% | No change | 4,712 | $380K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 4,697 | $379K |
| Wedmont Private Capital | 0.01% | No change | 4,676 | $379K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -2.4% | 4,688 | $378K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -1.1% | 4,686 | $378K |
| Broadway Wealth Solutions, Inc. | 0.21% | Add +2.3% | 4,606 | $372K |
| Ritholtz Wealth Management | 0.01% | Reduce -51.1% | 4,571 | $369K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -0.9% | 4,553 | $367K |
| OMNI 360 Wealth, Inc. | 0.21% | Add +5.9% | 4,545 | $367K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -6.3% | 4,519 | $364K |
| Retirement Planning Group, LLC | 0.01% | Add +0.4% | 4,501 | $363K |
| Donaldson Capital Management, LLC | 0.01% | No change | 4,421 | $357K |
| Empower Advisory Group, LLC | 0.00% | No change | 4,362 | $352K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -18.4% | 4,314 | $348K |
| Falcon Wealth Planning | 0.03% | Reduce -11.5% | 4,304 | $347K |
| Neuberger Berman Group LLC | 0.00% | New | 4,304 | $347K |
| Johnson Bixby & Associates, LLC | 0.04% | No change | 4,265 | $344K |
| IFP Advisors, Inc | 0.01% | Reduce -3.8% | 4,248 | $343K |
| Washburn Capital Management, Inc. | 0.19% | No change | 4,175 | $337K |
| Integrated Advisors Network LLC | 0.01% | New | 4,144 | $334K |
| Paragon Financial Partners, Inc. | 0.21% | Add +0.2% | 4,103 | $331K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -8.7% | 4,020 | $324K |
| Balboa Wealth Partners | 0.06% | No change | 4,000 | $323K |
| Legacy Wealth Management, LLC / MS | 0.10% | No change | 3,969 | $320K |
| Orin Green Financial, LLC | 0.13% | Reduce -6.2% | 3,890 | $314K |
| Total Wealth Planning, LLC | 0.04% | New | 3,879 | $313K |
| Lloyd Advisory Services, LLC. | 0.15% | Reduce -27.8% | 3,857 | $311K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -11.4% | 3,831 | $309K |
| Trademark Financial Management, LLC | 0.18% | Add +5.6% | 3,826 | $309K |
| Brewster Financial Planning LLC | 0.19% | No change | 3,821 | $308K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 3,819 | $308K |
| KPP Advisory Services LLC | 0.05% | Add +1.9% | 3,764 | $304K |
| Focused Wealth Management, Inc | 0.03% | Reduce -5.0% | 3,733 | $301K |
| World Equity Group, Inc. | 0.07% | Reduce -9.2% | 3,721 | $300K |
| CX Institutional | 0.01% | Add +59.4% | 3,722 | $300K |
| Future Financial Wealth Managment LLC | 0.19% | No change | 3,687 | $297K |
| Emergent Wealth Advisors, LLC | 0.17% | Add +32.8% | 3,637 | $293K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +3.7% | 3,630 | $293K |
| Kilter Group LLC | 0.14% | New | 3,621 | $292K |
| One Wealth Advisors, LLC | 0.04% | No change | 3,596 | $290K |
| Fortress Wealth Management, Inc. | 0.13% | No change | 3,592 | $290K |
| Intelligence Driven Advisers, LLC | 0.04% | New | 3,586 | $289K |
| F/m Investments LLC | 0.01% | Reduce -29.1% | 3,582 | $289K |
| Richard P Slaughter Associates Inc | 0.06% | Reduce -15.0% | 3,542 | $286K |
| Brooklyn Investment Group | 0.04% | No change | 3,827 | $285K |
| Kestra Investment Management, LLC | 0.01% | Add +3.0% | 3,525 | $284K |
| Aspen Wealth Management LLC | 0.06% | Add +0.3% | 3,514 | $283K |
| Range Financial Group LLC | 0.10% | Reduce -8.7% | 3,512 | $283K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 3,510 | $283K |
| SMI Advisory Services, LLC | 0.05% | No change | 3,445 | $279K |
| McNaughton Wealth Management, LLC | 0.12% | No change | 3,439 | $277K |
| CRA Financial Services, LLC | 0.04% | Add +3.0% | 3,439 | $277K |
| Formidable Asset Management, LLC | 0.04% | No change | 3,672 | $275K |
| Steel Grove Capital Advisors, LLC | 0.03% | No change | 3,606 | $270K |
| Two Sigma Securities, LLC | 0.04% | New | 3,341 | $269K |
| Buska Wealth Management, LLC | 0.08% | Reduce -0.4% | 3,278 | $264K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -1.1% | 3,255 | $263K |
| TRUE Private Wealth Advisors | 0.03% | Add +0.1% | 3,255 | $263K |
| WFA of San Diego, LLC | 0.18% | No change | 3,234 | $261K |
| Twin Focus Capital Partners, LLC | 0.03% | New | 3,228 | $260K |
| Red Door Wealth Management, LLC | 0.03% | Add +0.3% | 3,180 | $257K |
| Kaufman Rossin Wealth, LLC | 0.14% | No change | 3,177 | $256K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -2.2% | 3,128 | $252K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 3,042 | $245K |
| Baird Financial Group, Inc. | 0.00% | New | 3,030 | $244K |
| Opes Wealth Management LLC | 0.04% | Reduce -0.1% | 3,027 | $244K |
| Aviso Wealth Management | 0.11% | No change | 3,020 | $244K |
| Bokf, NA | 0.00% | No change | 3,000 | $242K |
| Trevian Wealth Management LLC | 0.13% | No change | 2,927 | $236K |
| Cookson Peirce & Co. Inc. | 0.01% | No change | 2,890 | $233K |
| Victory Financial Group, LLC | 0.03% | Reduce -2.5% | 2,880 | $232K |
| HB Wealth Management, LLC | 0.00% | New | 2,856 | $230K |
| First National Advisers, LLC | 0.03% | No change | 2,838 | $229K |
| Commerce Bank | 0.00% | New | 2,821 | $228K |
| Tudor Investment Corporation | 0.00% | Reduce -47.3% | 2,814 | $227K |
| Parisi Gray Wealth Management | 0.06% | Add +0.9% | 2,787 | $225K |
| Congress Asset Management Co. | 0.00% | New | 2,778 | $224K |
| Horizon Wealth Management, LLC | 0.03% | No change | 2,776 | $224K |
| Accurate Wealth Management, LLC | 0.03% | New | 2,744 | $220K |
| Hoese & Co LLP | 0.17% | No change | 2,721 | $219K |
| MBM Wealth Consultants, LLC | 0.05% | Reduce -0.5% | 2,716 | $219K |
| Meridian Wealth Management, LLC | 0.01% | New | 2,682 | $216K |
| Northeast Planning Associates, Inc. / NH / | 0.18% | No change | 2,681 | $216K |
| Flagship Private Wealth, LLC | 0.09% | Reduce -6.7% | 2,680 | $216K |
| NovaPoint Capital, LLC | 0.05% | New | 2,675 | $216K |
| Compass Ion Advisors, LLC | 0.02% | New | 2,664 | $215K |
| Client 1ST Advisory Group, LLC | 0.07% | New | 2,647 | $214K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,602 | $210K |
| First National Bank of Omaha | 0.01% | New | 2,598 | $210K |
| Quarry Hill Advisors, LLC | 0.11% | New | 2,545 | $205K |
| Prospera Financial Services Inc | 0.00% | New | 2,525 | $204K |
| Lanark Financial, Inc. | 0.02% | Add +78.7% | 2,520 | $203K |
| Prestige Wealth Management Group LLC | 0.04% | No change | 2,499 | $202K |
| JNBA Financial Advisors | 0.02% | No change | 2,489 | $201K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,486 | $200K |
| US Bancorp \de | 0.00% | Add +362.1% | 2,477 | $200K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -33.0% | 2,320 | $187K |
| MAI Capital Management | 0.00% | No change | 2,308 | $186K |
| Atwood & Palmer Inc. | 0.01% | Reduce -9.8% | 2,298 | $185K |
| Bank of Montreal | 0.00% | Reduce -0.4% | 2,277 | $184K |
| Longview Financial Advisors LLC | 0.10% | New | 2,239 | $181K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 2,070 | $167K |
| Copia Wealth Management | 0.12% | Reduce -6.8% | 2,049 | $165K |
| Hantz Financial Services, Inc. | 0.00% | No change | 2,034 | $164K |
| Sherman Asset Management, Inc. | 0.14% | No change | 1,973 | $159K |
| Glenmede Investment Management, LP | 0.00% | No change | 1,789 | $144K |
| Montag A & Associates Inc. | 0.01% | No change | 1,756 | $142K |
| Blair William & Co. | 0.00% | Reduce -10.4% | 1,713 | $138K |
| Fifth Third Bancorp | 0.00% | No change | 1,576 | $127K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,529 | $123K |
| Global Trust Asset Management, LLC | 0.06% | No change | 1,507 | $122K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.5% | 1,449 | $117K |
| Bessemer Group Inc. | 0.00% | New | 1,348 | $109K |
| Tidemark, LLC | 0.03% | Reduce -27.6% | 1,118 | $90K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,112 | $90K |
| WealthCollab, LLC | 0.04% | No change | 1,106 | $89K |
| Grand Wealth Management, LLC | 0.04% | New | 1,095 | $88K |
| Howe & Rusling Inc. | 0.01% | No change | 1,052 | $85K |
| Compass Financial Services Inc | 0.04% | Add +0.3% | 1,048 | $85K |
| BlackRock, Inc. | 0.00% | Reduce -94.1% | 1,005 | $81K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 993 | $80K |
| Toth Financial Advisory Corp. | 0.01% | Add +159.6% | 976 | $79K |
| Quest 10 Wealth Builders, Inc. | 0.07% | Reduce -1.7% | 915 | $74K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -4.7% | 913 | $74K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 827 | $67K |
| Richardson Financial Services Inc. | 0.04% | New | 822 | $66K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -15.9% | 813 | $66K |
| North Star Investment Management Corp. | 0.00% | Add +0.3% | 780 | $63K |
| NFSG Corp | 0.01% | No change | 740 | $60K |
| Trust Co. of Toledo NA | 0.00% | No change | 609 | $49K |
| Ancora Advisors LLC | 0.00% | No change | 584 | $47K |
| Accredited Wealth Management, LLC | 0.03% | Reduce -99.5% | 3 | $46K |
| Spire Wealth Management | 0.00% | Add +0.3% | 569 | $46K |
| Concord Wealth Partners | 0.01% | No change | 552 | $45K |
| Paladin Advisory Group, LLC | 0.03% | Reduce -54.8% | 538 | $43K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 500 | $40K |
| MGB Wealth Management, LLC | 0.01% | No change | 500 | $40K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.2% | 490 | $40K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 483 | $39K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -6.0% | 451 | $36K |
| Global Wealth Strategies & Associates | 0.01% | No change | 437 | $35K |
| Anfield Capital Management, LLC | 0.01% | Add +2.9% | 421 | $34K |
| Operose Advisors LLC | 0.01% | No change | 392 | $32K |
| Topsail Wealth Management, LLC | 0.00% | No change | 355 | $29K |
| Aventus Investment Advisors, Inc. | 0.02% | Reduce -12.1% | 341 | $28K |
| Mather Group, Llc. | 0.00% | New | 340 | $27K |
| Nova Wealth Management, Inc. | 0.02% | No change | 327 | $26K |
| GGM Financial LLC | 0.01% | New | 323 | $26K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 304 | $25K |
| Washington Trust Advisors, Inc. | 0.00% | New | 289 | $23K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 276 | $22K |
| Abound Wealth Management | 0.01% | No change | 271 | $22K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 262 | $21K |
| Coston, McIsaac & Partners | 0.01% | No change | 262 | $21K |
| Woodside Wealth Management LLC | 0.02% | Add +0.4% | 242 | $20K |
| IMG Wealth Management, Inc. | 0.01% | No change | 239 | $19K |
| Bogart Wealth, LLC | 0.00% | No change | 236 | $19K |
| Private Wealth Management Group, LLC | 0.01% | No change | 231 | $19K |
| FWL Investment Management, LLC | 0.00% | No change | 213 | $17K |
| GAMMA Investing LLC | 0.00% | No change | 212 | $17K |
| Stuart Chaussee & Associates, Inc. | 0.00% | Reduce -56.8% | 205 | $17K |
| Principal Securities, Inc. | 0.00% | No change | 198 | $16K |
| Financial Consulate, Inc. | 0.00% | New | 194 | $16K |
| Raelipskie Partnership | 0.01% | New | 192 | $15K |
| SYM FINANCIAL Corp | 0.00% | New | 173 | $14K |
| AdvisorNet Financial, Inc | 0.00% | No change | 167 | $13K |
| National Bank of Canada | 0.00% | Reduce -51.6% | 166 | $13K |
| Caldwell Trust Co | 0.00% | No change | 150 | $12K |
| Tsfg, LLC | 0.00% | Reduce -95.6% | 155 | $12K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -99.9% | 148 | $12K |
| Blue Trust, Inc. | 0.00% | New | 145 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 139 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 128 | $10K |
| Golden State Wealth Management, LLC | 0.00% | No change | 123 | $10K |
| Crews Bank & Trust | 0.00% | No change | 123 | $10K |
| Clayton Financial Group LLC | 0.01% | New | 115 | $9K |
| LGT Financial Advisors LLC | 0.02% | No change | 107 | $9K |
| Oakworth Capital, Inc. | 0.00% | No change | 106 | $9K |
| Tower View Wealth Management LLC | 0.00% | No change | 101 | $8K |
| Orion Capital Management LLC | 0.00% | No change | 80 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 74 | $6K |
| Wealth Watch Advisors, INC | 0.00% | New | 69 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 69 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 55 | $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 |
| Darwin Wealth Management, LLC | 0.00% | No change | 30 | $2K |
| Rossby Financial, LCC | 0.00% | New | 27 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 22 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -4.5% | 21 | $2K |
| Redmont Wealth Advisors LLC | 0.00% | No change | 8 | $645 |
| EPG Wealth Management LLC | 0.00% | New | 8 | $645 |
| Affinity Wealth LLC | 0.00% | Reduce -91.1% | 7 | $565 |
| Simplex Trading, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is SPTM's weight in each manager's 13F, not the share of SS SPDR P S&P 1500 Comp ETF the manager owns.