SS SPDR P S&P 1500 Comp ETFSPTMETF
13F holders, Q2 2026 (June 30)780holders +31
65new positions
28sold out
4famous investors
$90.81avg. 13F price*
At the end of Q2 2026, 780 institutions reported holding SS SPDR P S&P 1500 Comp ETF (SPTM) in their 13F filings, up 31 from Q1 2026. 65 opened new positions and 28 sold out. The largest holders were LPL Financial LLC ($753.6M), Assetmark, Inc. ($500.1M) and Creative Planning ($385.4M). 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P S&P 1500 Comp ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $146.3M |
| Exits | 28 | $153.3M |
All 13F filers, Q1 2026 → Q2 2026: 4,787,977 shares bought and 4,489,991 shares sold, net +297,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 780 holders
| LPL Financial LLC | 0.17% | Reduce -2.4% | 8,300,927 | $753.6M |
| Assetmark, Inc. | 0.86% | Add +1.3% | 5,507,994 | $500.1M |
| Creative Planning | 0.23% | Add +2.9% | 4,244,480 | $385.4M |
| Valmark Advisers, Inc. | 2.86% | Add +0.7% | 2,961,564 | $268.9M |
| Tidal Investments LLC | 0.65% | Add +1.5% | 2,938,215 | $266.8M |
| Private Advisor Group, LLC | 1.09% | Reduce -15.0% | 2,629,977 | $238.8M |
| Wealthcare Advisory Partners LLC | 4.32% | Reduce -3.0% | 2,508,062 | $227.7M |
| Professional Financial Advisors, LLC | 35.24% | Add +46.4% | 2,244,068 | $203.7M |
| Hughes Financial Services, LLC | 20.82% | Add +3.5% | 1,730,399 | $157.1M |
| Morgan Stanley | 0.01% | Add +2.5% | 1,568,833 | $142.4M |
| Osaic Holdings, Inc. | 0.16% | Add +7.2% | 1,540,424 | $139.9M |
| Ameriprise Financial Inc. | 0.03% | Add +17.5% | 1,498,663 | $135.9M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Add +1.8% | 1,430,952 | $131.1M |
| Syntegra Private Wealth Group, LLC | 9.57% | Reduce -3.7% | 1,360,734 | $123.5M |
| Keener Financial Planning LLC | 37.13% | Add +5.2% | 1,143,398 | $103.8M |
| Modern Wealth Management, LLC | 1.22% | Reduce -18.5% | 1,129,081 | $102.5M |
| Allworth Financial LP | 0.40% | Reduce -2.3% | 1,047,443 | $95.1M |
| Wells Fargo & Company | 0.02% | Add +0.5% | 1,030,968 | $93.6M |
| ARS Wealth Advisors Group, LLC | 7.24% | Reduce -1.3% | 1,018,751 | $92.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.2% | 999,405 | $90.7M |
| Bank of America Corp. | 0.01% | Reduce -6.2% | 913,019 | $82.9M |
| Rockbridge Investment Management, LCC | 6.67% | Reduce -3.2% | 904,261 | $82.1M |
| Blueprint Investment Partners LLC | 6.66% | Add +16.0% | 879,321 | $79.8M |
| Voisard Asset Management Group, Inc. | 14.93% | Add +3.4% | 868,980 | $78.9M |
| Wealthquest Corp | 4.96% | Add +0.6% | 866,474 | $78.7M |
| Rosenberg Matthew Hamilton | 14.52% | Add +4.0% | 858,575 | $78.0M |
| B.O.S.S. Retirement Advisors, LLC | 19.52% | Add +12.6% | 796,314 | $72.3M |
| Financial Strategies Group, Inc. | 11.29% | Add +0.4% | 779,808 | $70.9M |
| Baltimore-Washington Financial Advisors, Inc. | 2.61% | Add +2.0% | 766,306 | $69.6M |
| Shepherd Financial Partners LLC | 5.71% | Add +2.5% | 765,384 | $69.5M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +0.4% | 752,931 | $68.4M |
| Cerity Partners LLC | 0.08% | Reduce -1.2% | 733,767 | $66.6M |
| AQR Capital Management | 0.02% | Add +7.9% | 689,429 | $62.6M |
| Weitzel Financial Services, Inc. | 21.00% | Add +0.8% | 684,063 | $61.8M |
| Advisors Capital Management, LLC | 0.66% | Add +4.7% | 679,939 | $61.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -15.9% | 632,610 | $57.4M |
| Legacy Private Trust Co. | 3.18% | Reduce -29.3% | 626,685 | $56.9M |
| CVFG LLC | 5.88% | Add +5.5% | 616,164 | $55.9M |
| Winch Advisory Services, LLC | 11.26% | Add +0.2% | 597,158 | $54.2M |
| Stratos Wealth Partners, LTD. | 0.54% | Add +4.2% | 586,138 | $53.2M |
| State of Michigan Retirement System | 0.23% | New | 565,479 | $51.3M |
| Symphony Financial, Ltd. Co. | 4.88% | Add +2.9% | 495,226 | $44.6M |
| Kingsview Wealth Management, LLC | 0.54% | Add +6.2% | 491,233 | $44.6M |
| Wealthspire Advisors, LLC | 0.24% | New | 483,994 | $43.9M |
| Geneos Wealth Management Inc. | 0.88% | Add +2.3% | 476,001 | $43.2M |
| Blueprint Financial Advisors LLC | 4.78% | Add +14.2% | 473,446 | $43.0M |
| N.E.W. Advisory Services LLC | 2.87% | Add +3.6% | 472,621 | $42.9M |
| Aquire Wealth Advisors, LLC | 9.72% | Reduce -3.9% | 466,911 | $42.4M |
| Winthrop Advisory Group LLC | 2.83% | Reduce -0.5% | 462,176 | $42.0M |
| Cetera Investment Advisers | 0.04% | Add +1.4% | 449,566 | $40.8M |
| Equitable Holdings, Inc. | 0.24% | Reduce -0.2% | 448,617 | $40.7M |
| Rialto Wealth Management, LLC | 7.67% | Add +0.1% | 427,094 | $38.8M |
| Woodard & Co. Asset Management Group Inc. | 5.50% | Add +2.0% | 420,062 | $38.1M |
| Park Avenue Securities LLC | 0.24% | Add +0.8% | 417,513 | $37.9M |
| Treasure Coast Financial Planning | 18.42% | Reduce -0.2% | 415,958 | $37.8M |
| Focus Partners Wealth | 0.04% | Reduce -1.6% | 393,156 | $35.7M |
| Owl Creek Wealth Partners LLC | 10.44% | Add +10.4% | 392,903 | $35.7M |
| HighPoint Advisor Group LLC | 1.24% | Add +4.5% | 387,596 | $35.2M |
| Jacobi Capital Management LLC | 1.65% | Add +2.5% | 372,511 | $33.8M |
| Rinkey Investments | 7.77% | Reduce -0.5% | 363,352 | $33.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.3% | 364,366 | $32.8M |
| Boston Standard Wealth Management, LLC | 4.48% | Add +1.1% | 339,708 | $30.9M |
| Money Concepts Capital Corp. | 1.38% | Add +4.6% | 329,144 | $29.9M |
| RFG Advisory, LLC | 0.45% | Reduce -0.7% | 316,100 | $28.7M |
| Focus Partners Advisor Solutions, LLC | 0.24% | Add +2.2% | 312,542 | $28.4M |
| Navigation Group, LLC | 5.45% | Reduce -0.8% | 308,575 | $28.0M |
| RVW Wealth, LLC | 1.82% | Add +0.5% | 304,009 | $27.6M |
| Financial Planning Fort Collins, LLC | 21.72% | Reduce -5.0% | 301,484 | $27.5M |
| Bridgewealth Advisory Group, LLC | 5.17% | Add +4.6% | 301,764 | $27.4M |
| Fox Financial, Inc | 19.07% | Reduce -0.7% | 301,615 | $27.4M |
| DORVAL Corp | 7.71% | Add +0.9% | 294,987 | $26.8M |
| Abound Financial, LLC | 10.29% | Reduce -1.2% | 284,191 | $25.8M |
| BIP Wealth, LLC | 0.73% | Add +14.2% | 282,526 | $25.7M |
| SigFig Wealth Management, LLC | 0.67% | Reduce -2.3% | 281,572 | $25.4M |
| Waverly Advisors, LLC | 0.14% | Reduce -0.7% | 272,566 | $24.7M |
| Beacon Capital Management, Inc. | 1.45% | Reduce -3.6% | 263,803 | $24.0M |
| Zhang Financial LLC | 0.68% | Reduce -9.1% | 257,479 | $23.4M |
| AssuredPartners Investment Advisors, LLC | 2.22% | Add +1.9% | 252,181 | $22.9M |
| Wall Capital Group, Inc. | 18.22% | Reduce -11.2% | 245,135 | $22.3M |
| Annex Advisory Services, LLC | 0.37% | Reduce -0.5% | 239,129 | $21.7M |
| Compass Financial Group, INC | 2.47% | Reduce -1.1% | 237,330 | $21.5M |
| Western Wealth Management, LLC | 0.67% | Add +77.5% | 227,132 | $20.6M |
| MPWM Advisory Solutions, LLC | 9.30% | Add +7.3% | 223,805 | $20.3M |
| Parallel Advisors, LLC | 0.31% | Reduce -1.6% | 221,137 | $20.1M |
| Royal Bank of Canada | 0.00% | Reduce -6.7% | 216,002 | $19.6M |
| Capasso Planning Partners LLC | 9.54% | Reduce -1.0% | 210,645 | $19.1M |
| HBW Advisory Services LLC | 1.70% | Add +2.0% | 206,830 | $18.8M |
| Roble, Belko & Company, Inc | 2.02% | Reduce -2.2% | 206,069 | $18.7M |
| Fourth Dimension Wealth, LLC | 5.84% | Add +3.7% | 203,501 | $18.5M |
| Mueller Wealth, LLC | 12.53% | Add +8.5% | 202,687 | $18.4M |
| Pure Financial Advisors, LLC | 0.23% | Reduce -2.4% | 200,381 | $18.2M |
| Atlas Private Wealth Advisors | 3.70% | Add +11.7% | 186,239 | $16.9M |
| AlphaCore Capital LLC | 0.31% | Reduce -2.1% | 184,204 | $16.7M |
| Facet Wealth, Inc. | 0.24% | Add +0.2% | 181,997 | $16.5M |
| Great Valley Advisor Group, Inc. | 0.26% | Reduce -28.3% | 178,323 | $16.2M |
| Great Lakes Advisors, LLC | 0.12% | Reduce -1.9% | 176,855 | $16.1M |
| Gateway Wealth Partners, LLC | 0.96% | Reduce -45.8% | 176,685 | $16.0M |
| Bensler, LLC | 1.41% | Add +3.0% | 175,956 | $16.0M |
| Clearstead Advisors, LLC | 0.15% | Reduce -0.3% | 172,651 | $15.7M |
| Arete Wealth Advisors, LLC | 1.03% | Add +0.3% | 171,960 | $15.6M |
| Cabot Wealth Management Inc. | 1.58% | Add +33.0% | 171,433 | $15.6M |
| Ervin Investment Management, LLC | 8.31% | Add +1.7% | 168,556 | $15.3M |
| Snowden Capital Advisors LLC | 0.36% | Reduce -11.6% | 166,409 | $15.1M |
| Spartan Planning & Wealth Management | 10.04% | Add +18.5% | 166,207 | $15.1M |
| IAG Wealth Partners, LLC | 1.48% | Reduce -6.8% | 164,702 | $15.0M |
| Strategic Investment Advisors / MI | 0.90% | Add +1.8% | 163,353 | $14.8M |
| Cornerstone Financial Group, LLC | 8.86% | Add +1.7% | 158,282 | $14.4M |
| TD Capital Management LLC | 1.16% | Add +8.7% | 156,894 | $14.2M |
| Royal Harbor Partners, LLC | 4.41% | Reduce -1.2% | 156,855 | $14.2M |
| Farther Finance Advisors, LLC | 0.11% | Add +2.6% | 156,075 | $14.2M |
| XML Financial, LLC | 1.03% | Reduce -2.9% | 155,578 | $14.1M |
| Lido Advisors, LLC | 0.05% | Add +0.4% | 154,171 | $14.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.1% | 153,512 | $13.9M |
| UBS Group AG | 0.00% | Add +4.4% | 151,689 | $13.8M |
| MML Investors Services, LLC | 0.03% | Add +10.8% | 149,860 | $13.6M |
| Savant Capital, LLC | 0.04% | Add +100.8% | 157,428 | $13.4M |
| M3 Wealth Management, LLC | 8.57% | Add +5.6% | 145,538 | $13.2M |
| Global Retirement Partners, LLC | 0.20% | — | 144,332 | $13.1M |
| Eclectic Associates Inc. | 1.48% | Reduce -4.7% | 142,793 | $13.0M |
| G&S Capital LLC | 3.65% | Reduce -1.0% | 138,684 | $12.6M |
| Evensky & Katz LLC | 0.64% | Reduce -3.3% | 136,729 | $12.4M |
| Sentinel Pension Advisors, LLC | 1.62% | Reduce -5.9% | 136,870 | $12.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +11.0% | 134,479 | $12.2M |
| Retirement Capital Strategies | 4.18% | Reduce -0.4% | 132,501 | $12.0M |
| Balefire, LLC | 1.96% | Reduce -5.4% | 132,332 | $12.0M |
| R2 Capital Strategies, LLC | 5.32% | — | 129,416 | $11.7M |
| Investors Research Corp | 2.08% | Reduce -2.9% | 128,022 | $11.6M |
| Redwood Financial Network Corp | 6.42% | Reduce -1.3% | 127,459 | $11.6M |
| IRON Financial LLC | 4.77% | Reduce -1.3% | 127,201 | $11.5M |
| Balentine LLC | 0.40% | Reduce -9.4% | 124,550 | $11.3M |
| Financial Management Professionals, Inc. | 1.06% | New | 123,385 | $11.2M |
| Freedom Day Solutions, LLC | 2.47% | Reduce -1.0% | 123,130 | $11.2M |
| FMR LLC | 0.00% | Add +4.7% | 123,080 | $11.2M |
| Quantinno Capital Management LP | 0.01% | Reduce -0.2% | 122,347 | $11.1M |
| Independent Financial Group, LLC | 0.20% | Add +1.3% | 119,895 | $10.9M |
| Jones Financial Companies LLLP | 0.00% | Add +55.5% | 120,501 | $10.7M |
| Beacon Financial Group | 0.96% | Reduce -7.8% | 116,743 | $10.6M |
| Summit Investment Advisory Services, LLC | 2.63% | Reduce -2.5% | 115,622 | $10.5M |
| Breakwater Investment Management | 3.54% | Add +23.6% | 114,601 | $10.4M |
| Exchange Traded Concepts, LLC | 0.05% | Add +1.4% | 111,749 | $10.1M |
| Aldebaran Financial Inc. | 8.07% | Add +4.8% | 109,406 | $9.9M |
| Capital Analysts, LLC | 0.22% | Add +4.5% | 103,283 | $9.4M |
| Sterneck Capital Management, LLC | 3.95% | Reduce -0.7% | 101,452 | $9.2M |
| VestGen Advisors, LLC | 0.27% | Add +1.5% | 100,956 | $9.2M |
| Cascade Investment Group, Inc. | 5.10% | Reduce -0.2% | 100,079 | $9.1M |
| Isthmus Partners, LLC | 0.88% | Add +5.1% | 99,917 | $9.1M |
| FreeGulliver LLC | 3.16% | Add +0.2% | 98,799 | $9.0M |
| Cannon Financial Strategists, Inc. | 0.99% | Reduce -0.1% | 96,238 | $8.7M |
| Tempus Wealth Planning, LLC | 1.70% | Reduce -1.0% | 95,564 | $8.7M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -3.5% | 94,316 | $8.6M |
| Advisory Services Network, LLC | 0.09% | Reduce -2.0% | 91,578 | $8.3M |
| Atria Investments, Inc | 0.08% | Add +10.5% | 89,364 | $8.1M |
| True Blue Financial, LLC | 3.32% | Add +4.3% | 86,731 | $7.9M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Add +3.5% | 85,114 | $7.7M |
| Capital Group Private Client Services, Inc. | 0.11% | No change | 84,925 | $7.7M |
| Roundview Capital LLC | 0.42% | Add +8.2% | 84,875 | $7.7M |
| Wealth Alliance Advisory Group, LLC | 1.10% | Reduce -2.0% | 83,440 | $7.6M |
| SFG Wealth Management, LLC. | 2.72% | Reduce -3.4% | 83,314 | $7.6M |
| Private Wealth Group, LLC | 2.92% | Reduce -5.1% | 83,185 | $7.6M |
| Mutual Advisors, LLC | 0.14% | Reduce -4.3% | 82,206 | $7.5M |
| Flagship Harbor Advisors, LLC | 0.28% | Add +2.3% | 80,789 | $7.3M |
| Aerodigm Wealth, LLC | 2.46% | Reduce -1.7% | 80,005 | $7.3M |
| Vise Technologies, Inc. | 0.08% | Add +80.1% | 78,923 | $7.2M |
| Seeds Investor LLC | 0.74% | Add +215.6% | 78,802 | $7.2M |
| Sheets Smith Wealth Management | 0.71% | Add +24.4% | 77,837 | $7.1M |
| Integrated Capital Management, Inc. | 4.90% | Reduce -8.1% | 77,316 | $7.0M |
| Captrust Financial Advisors | 0.01% | Add +13.9% | 76,571 | $7.0M |
| Brady Martz Wealth Solutions, LLC | 1.04% | No change | 76,076 | $6.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -16.0% | 75,366 | $6.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.3% | 74,761 | $6.8M |
| Cary Street Partners Financial LLC | 0.15% | Reduce -1.3% | 73,659 | $6.7M |
| PAX Financial Group, LLC | 0.96% | Reduce -4.1% | 71,053 | $6.5M |
| Values Added Financial LLC | 2.23% | Reduce -0.9% | 67,978 | $6.2M |
| Trinity Wealth Management, LLC | 1.95% | Add +5.8% | 67,829 | $6.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +2.7% | 67,817 | $6.2M |
| IHT Wealth Management, LLC | 0.13% | Reduce -1.4% | 67,178 | $6.1M |
| Little House Capital LLC | 1.37% | Add +0.8% | 67,132 | $6.1M |
| LVM Capital Management Ltd. | 0.51% | Add +1.6% | 66,672 | $6.1M |
| Evercore Wealth Management, LLC | 0.09% | Add +26.7% | 66,631 | $6.0M |
| Apeiron RIA LLC | 1.54% | Add +5.5% | 66,182 | $6.0M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +1325.1% | 66,137 | $6.0M |
| JT Stratford LLC | 0.66% | Add +4.7% | 66,065 | $6.0M |
| Advocacy Wealth Management, LLC | 0.21% | No change | 62,504 | $5.7M |
| Medallion Wealth Advisors, LLC | 1.79% | Add +4.4% | 62,178 | $5.7M |
| Principia Wealth Advisory, LLC | 2.77% | Reduce -2.8% | 61,110 | $5.5M |
| CGN Advisors LLC | 0.40% | Reduce -9.8% | 60,445 | $5.5M |
| Avior Wealth Management, LLC | 0.14% | No change | 59,247 | $5.4M |
| Mariner, LLC | 0.01% | Reduce -77.4% | 59,165 | $5.4M |
| TKG Advisors, LLC | 1.86% | Add +2.5% | 59,058 | $5.4M |
| Maridea Wealth Management LLC | 0.58% | Reduce -3.9% | 58,851 | $5.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +4.8% | 58,805 | $5.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -3.5% | 58,219 | $5.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -21.4% | 58,100 | $5.3M |
| Andrews Advisory Associates, LLC | 2.52% | Reduce -1.0% | 57,837 | $5.3M |
| Austin Wealth Management, LLC | 1.10% | Reduce -0.1% | 57,567 | $5.2M |
| Legacy Capital Group California, Inc. | 1.56% | Reduce -7.3% | 56,993 | $5.2M |
| Cambient Family Office, LLC | 0.63% | Reduce -2.0% | 56,318 | $5.1M |
| Collaborative Wealth Managment Inc. | 2.13% | Reduce -3.7% | 55,776 | $5.1M |
| Corient Private Wealth LP | 0.01% | Reduce -18.5% | 55,443 | $5.0M |
| Harbour Investments, Inc. | 0.07% | Reduce -5.8% | 55,273 | $5.0M |
| Wbi Investments, LLC | 1.21% | Reduce -2.6% | 53,698 | $4.9M |
| Noble Wealth Partners LLC | 4.14% | — | 52,480 | $4.8M |
| Larson Financial Group LLC | 0.12% | Reduce -24.7% | 51,998 | $4.7M |
| Dagco, Inc. | 0.87% | Add +4.2% | 51,634 | $4.7M |
| Beam Wealth Advisors, Inc. | 1.03% | Reduce -0.3% | 51,589 | $4.7M |
| Perennial Investment Advisors, LLC | 0.31% | Reduce -0.6% | 50,840 | $4.6M |
| Arkadios Wealth Advisors | 0.07% | Reduce -3.9% | 49,678 | $4.5M |
| Advisor OS, LLC | 0.30% | Reduce -0.3% | 49,345 | $4.5M |
| MJP Associates Inc. | 0.48% | Reduce -1.1% | 48,592 | $4.4M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -5.8% | 48,524 | $4.4M |
| Investment Planning Advisors, Inc. | 1.02% | Reduce -1.5% | 48,323 | $4.4M |
| Cardiff Park Advisors, LLC | 0.33% | Add +0.3% | 47,479 | $4.3M |
| Financial Solutions Advisory Group, Inc. | 0.54% | No change | 46,876 | $4.3M |
| Tennessee Valley Asset Management Partners | 0.46% | Add +1.8% | 46,422 | $4.2M |
| Wealth Advisory Solutions, LLC | 0.86% | Add +4.8% | 46,407 | $4.2M |
| Fullerton Advisors, LLC | 3.93% | Reduce -9.8% | 46,255 | $4.2M |
| Betterment LLC | 0.01% | Add +8.1% | 46,076 | $4.2M |
| Bank of Hawaii | 0.20% | Reduce -0.7% | 45,714 | $4.2M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -1.0% | 44,296 | $4.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.2% | 43,421 | $3.9M |
| Coppell Advisory Solutions LLC | 0.32% | New | 15,573 | $3.9M |
| Fiduciary Financial Advisors | 0.39% | New | 42,165 | $3.8M |
| BlackRock, Inc. | 0.00% | Add +128.9% | 42,092 | $3.8M |
| Flow Traders U.S. LLC | 0.16% | New | 42,017 | $3.8M |
| Praetorian Wealth Management, Inc. | 0.66% | Reduce -11.6% | 41,914 | $3.8M |
| Quent Capital, LLC | 0.23% | Add +6.8% | 41,811 | $3.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +2.1% | 41,532 | $3.8M |
| Stifel Financial Corp. | 0.00% | Add +8.7% | 41,272 | $3.7M |
| Compass Financial Group, Inc. | 1.56% | Reduce -4.9% | 40,802 | $3.7M |
| AE Wealth Management LLC | 0.02% | Reduce -0.3% | 39,499 | $3.6M |
| Nicolet Bankshares Inc. | 0.11% | Reduce -2.1% | 38,875 | $3.5M |
| Composition Wealth, LLC | 0.04% | Add +38.1% | 38,276 | $3.5M |
| Claro Advisors Inc. | 0.36% | Add +0.6% | 37,673 | $3.4M |
| CreativeOne Wealth, LLC | 0.07% | Add +117.7% | 36,711 | $3.3M |
| Jackson, Grant Investment Advisers, Inc. | 1.03% | Add +5.0% | 36,635 | $3.3M |
| KWB Wealth | 0.28% | Reduce -10.3% | 36,511 | $3.3M |
| Twelve Points Wealth Management LLC | 0.64% | Add +1.6% | 35,439 | $3.2M |
| Petersen Hastings Wealth Advisors Inc. | 0.27% | Add +1.5% | 34,783 | $3.2M |
| WCG Wealth Advisors LLC | 0.07% | Add +0.9% | 33,832 | $3.1M |
| Fort Point Capital Partners LLC | 0.33% | New | 33,760 | $3.1M |
| Bawa N Mallick Trust | 0.98% | No change | 33,400 | $3.0M |
| Pitcairn Wealth Advisors LLC | 0.33% | No change | 33,050 | $3.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.9% | 32,342 | $2.9M |
| Financial Gravity Companies, Inc. | 0.47% | — | 32,222 | $2.9M |
| Altus Wealth Group LLC | 1.05% | Reduce -1.3% | 32,133 | $2.9M |
| Citadel Advisors | 0.00% | New | 32,113 | $2.9M |
| Dogwood Wealth Management LLC | 1.15% | Reduce -5.9% | 32,041 | $2.9M |
| Sequent Planning LLC | 0.61% | Add +129.0% | 31,671 | $2.9M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -9.1% | 31,501 | $2.9M |
| Sfmg, LLC | 0.17% | No change | 31,434 | $2.9M |
| Westside Investment Management, Inc. | 0.36% | Reduce -0.3% | 29,873 | $2.7M |
| Lane Brothers & Co. Inc. | 1.73% | Reduce -10.9% | 29,148 | $2.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +9.4% | 29,034 | $2.6M |
| Raab & Moskowitz Asset Management LLC | 0.52% | Reduce -2.8% | 28,696 | $2.6M |
| OneAscent Financial Services LLC | 0.12% | Reduce -2.0% | 28,456 | $2.6M |
| Red Mountain Financial, LLC | 2.16% | Add +8.0% | 28,370 | $2.6M |
| Murphy & Mullick Capital Management Corp | 1.59% | Add +36.1% | 28,262 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -12.3% | 27,652 | $2.5M |
| Northwest Wealth Management, LLC | 0.33% | Reduce -0.4% | 27,412 | $2.5M |
| Belpointe Asset Management LLC | 0.08% | Add +490.8% | 27,264 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +1.6% | 26,974 | $2.4M |
| Modera Wealth Management, LLC | 0.03% | Reduce -0.7% | 26,884 | $2.4M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -3.6% | 26,598 | $2.4M |
| Destination Wealth Management | 0.06% | No change | 26,460 | $2.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.25% | Reduce -50.3% | 26,346 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -13.4% | 26,319 | $2.4M |
| WealthPlan Investment Management, LLC | 0.12% | Add +1.3% | 26,170 | $2.4M |
| Jacksonville Wealth Management, LLC | 1.32% | Reduce -1.8% | 25,730 | $2.3M |
| LJI Wealth Management, LLC | 0.33% | Add +0.4% | 25,721 | $2.3M |
| Financial Enhancement Group LLC | 0.28% | Add +1.5% | 25,531 | $2.3M |
| LexAurum Advisors, LLC | 0.27% | Add +0.0% | 25,510 | $2.3M |
| Flagstone Financial Management | 0.51% | No change | 25,023 | $2.3M |
| Wealthcare Capital Management LLC | 0.21% | Reduce -2.8% | 24,870 | $2.3M |
| Chicago Partners Investment Group LLC | 0.04% | Add +4.5% | 25,032 | $2.2M |
| Fingerlakes Wealth Management, Inc. | 1.20% | Reduce -3.2% | 24,615 | $2.2M |
| Oakwell Private Wealth Management, LLC | 0.37% | Reduce -0.4% | 24,523 | $2.2M |
| MidFirst Bank | 0.16% | Reduce -23.8% | 24,239 | $2.2M |
| Equita Financial Network, Inc. | 0.61% | Add +0.0% | 24,232 | $2.2M |
| &partners | 0.01% | Add +1.0% | 24,167 | $2.2M |
| Advance Capital Management, Inc. | 0.07% | Add +0.2% | 24,166 | $2.2M |
| Stevens Capital Partners | 0.41% | Reduce -3.5% | 23,909 | $2.2M |
| Ethic Inc. | 0.03% | New | 23,889 | $2.2M |
| Auxano Advisors, LLC | 0.41% | Add +5.2% | 23,648 | $2.1M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -0.0% | 23,421 | $2.1M |
| Advyzon Investment Management, LLC | 0.15% | Reduce -20.7% | 23,412 | $2.1M |
| JFS Wealth Advisors, LLC | 0.11% | Reduce -0.2% | 23,263 | $2.1M |
| Sharper & Granite LLC | 0.65% | Reduce -2.6% | 22,969 | $2.1M |
| Solano Wealth Investment Advisors LLC | 0.95% | Reduce -2.4% | 22,967 | $2.1M |
| Decker Wealth Management LLC | 0.44% | Add +9.3% | 22,934 | $2.1M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -0.9% | 22,891 | $2.1M |
| Seaside Wealth Management, Inc. | 0.51% | Reduce -0.4% | 22,694 | $2.1M |
| Matauro, LLC | 0.27% | Reduce -4.6% | 22,522 | $2.0M |
| Walsh & Associates, LLC | 1.67% | Add +6.8% | 22,520 | $2.0M |
| Moneco Advisors, LLC | 0.12% | Add +4.4% | 22,122 | $2.0M |
| Semitam Bonam LLC | 1.44% | Reduce -0.6% | 21,583 | $2.0M |
| Colton Groome Financial Advisors, LLC | 0.47% | Add +3.8% | 21,500 | $2.0M |
| Novem Group | 0.20% | Add +1.1% | 21,499 | $2.0M |
| Strategic Financial Planning, Inc. | 1.01% | New | 21,240 | $1.9M |
| Broderick Brian C | 0.30% | Reduce -2.3% | 21,100 | $1.9M |
| Trilogy Capital Inc. | 0.07% | Reduce -5.6% | 20,825 | $1.9M |
| World Equity Group, Inc. | 0.42% | Add +675.0% | 20,808 | $1.9M |
| Towercrest Capital Management | 0.26% | Add +5.1% | 20,742 | $1.9M |
| Diversified Trust Co. | 0.03% | No change | 20,625 | $1.9M |
| Alta Wealth Advisors LLC | 0.50% | Add +0.1% | 20,475 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Add +51.1% | 20,110 | $1.8M |
| Mosaic Advisors LLC | 2.42% | No change | 19,863 | $1.8M |
| Wrenne Financial Planning LLC | 0.61% | No change | 19,786 | $1.8M |
| Procyon Advisors, LLC | 0.08% | Reduce -8.5% | 19,660 | $1.8M |
| Private Trust Co. NA | 0.14% | Reduce -0.5% | 19,496 | $1.8M |
| Root Financial Partners, LLC | 0.07% | Reduce -2.4% | 19,437 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.0% | 19,296 | $1.8M |
| Axxcess Wealth Management, LLC | 0.03% | New | 19,262 | $1.7M |
| FMA Wealth Management, LLC | 1.10% | Reduce -6.2% | 18,990 | $1.7M |
| Strategic Blueprint, LLC | 0.09% | Add +0.0% | 18,973 | $1.7M |
| Center For Asset Management LLC | 0.76% | Reduce -2.2% | 18,957 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +8.5% | 18,855 | $1.7M |
| Peterson Wealth Advisors, LLC | 0.20% | Add +0.1% | 18,655 | $1.7M |
| Astoria Strategic Wealth, Inc. | 0.38% | Add +0.7% | 18,459 | $1.7M |
| HMV Wealth Advisors, LLC | 0.65% | New | 18,425 | $1.7M |
| Vertex Planning Partners, LLC | 0.25% | Add +88.1% | 18,329 | $1.7M |
| Climber Capital SA | 1.01% | Reduce -15.8% | 18,160 | $1.6M |
| RiverFront Investment Group, LLC | 0.02% | Add +13.4% | 18,101 | $1.6M |
| McClarren Financial Advisors, Inc. | 0.85% | Reduce -5.0% | 18,014 | $1.6M |
| Wealthcare Capital Partners, LLC | 0.67% | Reduce -1.0% | 17,991 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -82.2% | 17,975 | $1.6M |
| New Wave Wealth Advisors LLC | 0.44% | Add +321.1% | 17,901 | $1.6M |
| Koss-Olinger Consulting, LLC | 0.12% | Add +2.5% | 17,860 | $1.6M |
| Telos Capital Management, Inc. | 0.14% | Reduce -0.4% | 17,759 | $1.6M |
| Virtue Capital Management, LLC | 0.21% | Reduce -5.4% | 17,730 | $1.6M |
| Insight Advisors, LLC/ PA | 0.28% | Add +4.3% | 17,427 | $1.6M |
| HUB Investment Partners, LLC | 0.03% | Add +5.5% | 17,385 | $1.6M |
| Stewardship Advisors, LLC | 0.33% | Reduce -3.1% | 17,337 | $1.6M |
| Glenview Trust Co | 0.02% | No change | 17,293 | $1.6M |
| Arax Advisory Partners | 0.01% | Add +198.7% | 17,213 | $1.6M |
| Galvin, Gaustad & Stein, LLC | 0.12% | Reduce -2.5% | 17,192 | $1.6M |
| GeoWealth Management, LLC | 0.05% | Reduce -8.2% | 17,132 | $1.6M |
| Alliance Wealth Management Group | 0.30% | Add +3.4% | 17,052 | $1.5M |
| Ballentine Partners, LLC | 0.02% | New | 16,992 | $1.5M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 16,868 | $1.5M |
| Armbruster Capital Management, Inc. | 0.23% | Reduce -1.1% | 16,779 | $1.5M |
| Proficio Capital Partners LLC | 0.05% | No change | 16,726 | $1.5M |
| Blue Edge Capital, LLC | 0.18% | No change | 16,679 | $1.5M |
| NorthRock Partners, LLC | 0.02% | Reduce -28.0% | 16,632 | $1.5M |
| Northbridge Financial Group, LLC | 0.58% | Add +6.7% | 16,490 | $1.5M |
| Leeward Financial Partners, LLC | 0.39% | Add +0.3% | 16,374 | $1.5M |
| Emprise Bank | 0.54% | Reduce -1.1% | 16,166 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -9.6% | 16,114 | $1.5M |
| SouthState Bank Corp | 0.06% | Reduce -0.4% | 15,681 | $1.4M |
| Belleair Asset Management, LLC | 1.19% | Add +5.8% | 15,604 | $1.4M |
| Comprehensive Money Management Services LLC | 0.88% | Reduce -3.5% | 15,355 | $1.4M |
| Waller Financial Planning Group, Inc. | 0.29% | Reduce -3.6% | 15,279 | $1.4M |
| TLWM | 0.23% | Add +4.9% | 15,267 | $1.4M |
| L & S Advisors Inc | 0.14% | Add +0.2% | 15,264 | $1.4M |
| Sutton Place Investors LLC | 0.66% | Reduce -1.5% | 15,099 | $1.4M |
| Savvy Advisors, Inc. | 0.03% | Add +323.0% | 15,073 | $1.4M |
| Morling Financial Advisors, LLC | 0.38% | Reduce -7.1% | 15,017 | $1.4M |
| Keystone Financial Group | 0.08% | Add +47.0% | 14,986 | $1.4M |
| Asset Dedication, LLC | 0.08% | Add +2.0% | 14,839 | $1.3M |
| Gilpin Wealth Management, LLC | 0.93% | Reduce -1.5% | 14,788 | $1.3M |
| First Horizon Corp. | 0.05% | Reduce -1.4% | 14,556 | $1.3M |
| Clark Capital Management Group, Inc. | 0.01% | Add +7.1% | 14,545 | $1.3M |
| Paulson Wealth Management Inc. | 0.28% | Add +0.0% | 14,399 | $1.3M |
| Lumbard & Kellner, LLC | 0.39% | Reduce -0.0% | 14,328 | $1.3M |
| Penobscot Wealth Management | 0.35% | Add +0.2% | 14,272 | $1.3M |
| Bernardo Wealth Planning LLC | 0.22% | Reduce -1.8% | 14,160 | $1.3M |
| Friday Financial | 0.34% | Add +0.0% | 14,090 | $1.3M |
| Lifeworks Advisors, LLC | 0.13% | Reduce -14.4% | 14,019 | $1.3M |
| Keystone Financial Group, Inc. | 0.66% | Reduce -2.8% | 13,863 | $1.3M |
| Financial Plan, Inc. | 0.12% | Reduce -7.4% | 13,842 | $1.3M |
| Cape Investment Advisory, Inc. | 0.33% | Add +12.8% | 13,791 | $1.3M |
| Slagle Financial, LLC | 0.37% | Add +0.1% | 13,701 | $1.2M |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.7% | 13,511 | $1.2M |
| Sowell Financial Services LLC | 0.04% | Reduce -7.1% | 13,456 | $1.2M |
| Arthur M. Cohen & Associates, LLC | 0.19% | No change | 13,404 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -14.7% | 13,242 | $1.2M |
| Sunburst Financial Group, LLC | 0.20% | Reduce -2.1% | 13,153 | $1.2M |
| Summit Financial, LLC | 0.01% | Add +0.4% | 13,059 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +11.0% | 12,932 | $1.2M |
| Prentice Wealth Management LLC | 0.24% | Reduce -3.3% | 12,710 | $1.2M |
| Continuum Advisory, LLC | 0.09% | Reduce -0.9% | 12,576 | $1.1M |
| GenTrust, LLC | 0.04% | No change | 12,562 | $1.1M |
| Squire Investment Management Company, LLC | 0.27% | No change | 12,506 | $1.1M |
| SCS Capital Management LLC | 0.01% | Add +0.3% | 12,429 | $1.1M |
| TFB Advisors LLC | 0.50% | Add +0.3% | 12,389 | $1.1M |
| Tortoise Investment Management, LLC | 0.08% | Add +8.9% | 12,250 | $1.1M |
| Summit Financial Strategies, Inc. | 0.08% | No change | 12,201 | $1.1M |
| Journey Advisory Group, LLC | 0.08% | No change | 12,191 | $1.1M |
| HRT Financial LP | 0.00% | Add +8.8% | 11,807 | $1.1M |
| Napier Financial, LLC | 0.22% | Add +0.6% | 11,782 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -4.5% | 11,753 | $1.1M |
| Waystone Advisors LLC | 0.80% | Add +6.2% | 11,751 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | No change | 11,335 | $1.0M |
| Intrua Financial, LLC | 0.10% | Reduce -4.0% | 11,309 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.9% | 11,038 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Add +0.0% | 10,945 | $994K |
| Ridgeline Wealth Planning, LLC | 0.63% | No change | 10,879 | $988K |
| Curat Global, LLC | 0.80% | Add +75.0% | 10,850 | $985K |
| Goldstein Advisors, LLC | 0.09% | Reduce -0.4% | 10,799 | $980K |
| Koshinski Asset Management, Inc. | 0.05% | Add +10.7% | 10,799 | $980K |
| Global Wealth Management Investment Advisory, Inc. | 0.14% | Reduce -4.1% | 10,749 | $976K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +19.7% | 10,699 | $971K |
| Bokf, NA | 0.01% | Add +255.3% | 10,660 | $968K |
| Renaissance Technologies | 0.00% | New | 10,600 | $962K |
| Texas Yale Capital Corp. | 0.02% | Add +1.0% | 10,546 | $957K |
| German American Bancorp, Inc. | 0.07% | No change | 10,525 | $956K |
| Gibson Wealth Advisors LLC | 0.59% | No change | 10,500 | $953K |
| Darrow Company, Inc. | 0.36% | Add +0.8% | 10,278 | $933K |
| CacheTech Inc. | 0.15% | Add +2.9% | 10,275 | $933K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -5.0% | 10,235 | $929K |
| Krilogy Financial LLC | 0.03% | No change | 10,177 | $924K |
| OLIO Financial Planning | 0.23% | No change | 10,142 | $921K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +4.5% | 10,059 | $913K |
| Detalus Advisors, LLC | 0.18% | Add +4.7% | 10,038 | $911K |
| WNY Asset Management, LLC | 0.08% | Reduce -1.3% | 9,788 | $889K |
| Barnes Wealth Management Group, Inc | 0.41% | Reduce -0.3% | 9,710 | $882K |
| Indivisible Partners | 0.05% | No change | 9,685 | $879K |
| Bluedoor Private Wealth, LLC | 0.37% | No change | 9,581 | $870K |
| Kintra Wealth, LLC | 0.05% | Add +0.3% | 9,182 | $867K |
| Inspire Advisors, LLC | 0.06% | Reduce -3.3% | 9,492 | $862K |
| Independent Wealth Network Inc. | 0.22% | Reduce -1.6% | 9,469 | $860K |
| Cambridge Financial Group, LLC | 0.27% | Reduce -29.9% | 9,327 | $847K |
| US Bancorp \de | 0.00% | Reduce -1.4% | 9,172 | $833K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -45.1% | 9,157 | $831K |
| MBE Wealth Management, LLC | 0.28% | Add +0.1% | 8,855 | $804K |
| Nikulski Financial, Inc. | 0.17% | Reduce -1.3% | 8,741 | $794K |
| Stonebrook Private Inc. | 0.14% | Reduce -0.0% | 8,727 | $792K |
| SlateStone Wealth, LLC | 0.06% | Reduce -0.3% | 8,675 | $788K |
| CogentBlue Wealth Advisors, LLC | 0.45% | Reduce -1.1% | 8,574 | $778K |
| Fifth Third Bancorp | 0.00% | Reduce -6.6% | 8,496 | $771K |
| Amicus Financial Advisors, LLC | 0.19% | Reduce -4.0% | 8,461 | $768K |
| Arlington Trust Co LLC | 0.06% | No change | 8,431 | $765K |
| Berger Financial Group, Inc | 0.04% | Reduce -2.9% | 8,375 | $760K |
| CoreCap Advisors, LLC | 0.02% | Reduce -3.4% | 8,375 | $760K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.5% | 8,250 | $749K |
| Crusonia Wealth Advisors LLC | 0.12% | No change | 8,212 | $746K |
| Jericho Financial, LLP | 0.39% | Add +6.3% | 8,207 | $745K |
| Meridian Wealth Management, LLC | 0.02% | Add +83.1% | 8,201 | $745K |
| Peirce Capital Management, LLC | 0.27% | Reduce -7.1% | 7,992 | $726K |
| Prosperity Financial Group, Inc. | 0.22% | Reduce -8.0% | 7,901 | $717K |
| Ritholtz Wealth Management | 0.01% | Add +0.0% | 7,881 | $715K |
| GSG Advisors LLC | 0.15% | Add +0.3% | 7,718 | $701K |
| RFG Holdings, Inc. | 0.15% | No change | 7,703 | $699K |
| Laraway Financial Advisors Inc | 0.42% | Add +6.3% | 7,651 | $695K |
| Burns Matteson Capital Management, LLC | 0.22% | Reduce -2.0% | 7,627 | $692K |
| Strive Financial Group ,LLC | 0.30% | Reduce -2.1% | 7,607 | $691K |
| Wise Wealth Partners | 1.17% | Add +0.0% | 7,602 | $690K |
| Range Advisory, LLC | 0.08% | Reduce -0.0% | 7,481 | $679K |
| First National Bank of Omaha | 0.02% | Reduce -4.4% | 7,508 | $678K |
| Choreo, LLC | 0.01% | No change | 7,317 | $664K |
| Mission Wealth Management, LP | 0.01% | Add +3.5% | 7,289 | $662K |
| DLK Investment Management, LLC | 0.28% | New | 9,962 | $661K |
| Russell Investments Group, Ltd. | 0.00% | Add +21.8% | 7,164 | $650K |
| Elmwood Wealth Management, Inc. | 0.16% | New | 7,080 | $643K |
| Franklin Resources Inc. | 0.00% | No change | 6,978 | $634K |
| SpringVest Wealth Management LLC | 0.40% | Reduce -0.2% | 6,934 | $630K |
| Destiny Wealth Partners, LLC | 0.09% | Reduce -3.7% | 6,927 | $628K |
| Glassman Wealth Services | 0.08% | Add +7.4% | 6,908 | $627K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -5.8% | 6,877 | $624K |
| Summit Trail Advisors, LLC | 0.01% | Add +129.0% | 6,847 | $622K |
| Goodman Financial Corp | 0.09% | Add +5.9% | 6,536 | $593K |
| Pasadena Private Wealth, LLC | 0.08% | No change | 6,520 | $592K |
| Constant Guidance Financial LLC | 0.37% | Reduce -0.2% | 6,509 | $591K |
| MW Advisory, LLC | 0.24% | — | 6,493 | $590K |
| Successful Portfolios LLC | 0.27% | Add +0.0% | 6,310 | $578K |
| Brighton Jones LLC | 0.01% | Add +0.3% | 6,337 | $575K |
| Vista Investment Management | 0.17% | Reduce -0.4% | 6,313 | $573K |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.7% | 6,245 | $567K |
| Sigma Planning Corp | 0.01% | Reduce -0.2% | 6,196 | $563K |
| Crumly & Associates Inc. | 0.11% | No change | 6,186 | $562K |
| Graetz Wealth LLC | 0.45% | Add +0.3% | 6,151 | $558K |
| Vestia Personal Wealth Advisors | 0.22% | Reduce -16.5% | 6,130 | $557K |
| Integrated Advisors Network LLC | 0.03% | Add +51.2% | 6,124 | $556K |
| Kelman-Lazarov, Inc. | 0.07% | Add +0.0% | 6,091 | $553K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +7.6% | 6,090 | $553K |
| Intrepid Financial Planning Group LLC | 0.19% | Add +4.0% | 6,023 | $547K |
| Adams Wealth Management | 0.10% | Add +5.1% | 6,021 | $547K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 5,983 | $544K |
| Brookstone Capital Management | 0.01% | Reduce -2.6% | 5,953 | $540K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -10.9% | 5,907 | $536K |
| RDA Financial Network | 0.12% | Reduce -2.0% | 5,854 | $531K |
| Wiser Wealth Management, Inc | 0.10% | Reduce -5.2% | 5,784 | $525K |
| Pinnacle Wealth Management Group, Inc. | 0.24% | Add +1.1% | 5,723 | $520K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +0.4% | 5,616 | $510K |
| Bluespring Wealth Management, LLC | 0.01% | No change | 5,602 | $509K |
| Flynn Zito Capital Management, LLC | 0.14% | Reduce -1.4% | 5,580 | $507K |
| Diversify Advisory Services, LLC | 0.01% | New | 5,621 | $505K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -0.4% | 5,621 | $505K |
| Firethorn Wealth Partners, LLC | 0.16% | Add +0.5% | 5,498 | $499K |
| One Wealth Map LLC | 0.23% | No change | 5,594 | $496K |
| Patten Group, Inc. | 0.08% | Reduce -13.9% | 5,449 | $495K |
| Retirement Planning Group, LLC | 0.01% | Reduce -0.4% | 5,421 | $492K |
| Partnership Wealth Management, LLC | 0.33% | Add +1.7% | 5,421 | $492K |
| Stone Wealth Partners | 0.36% | No change | 5,378 | $488K |
| Vawter Financial, Ltd. | 0.18% | Reduce -1.6% | 5,344 | $485K |
| Wesbanco Bank Inc. | 0.01% | New | 5,339 | $485K |
| Nuveen, LLC | 0.00% | New | 5,319 | $483K |
| Vigilare Wealth Management | 0.15% | Add +0.0% | 5,302 | $481K |
| Ridgeline Wealth, LLC | 0.28% | Add +0.6% | 5,302 | $481K |
| Regal Investment Advisors LLC | 0.02% | New | 5,280 | $479K |
| Echo Wealth Management, LLC | 0.24% | Reduce -4.1% | 5,145 | $467K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5,106 | $464K |
| Seven Springs Wealth Group, LLC | 0.10% | No change | 5,091 | $462K |
| JNBA Financial Advisors | 0.03% | No change | 5,060 | $459K |
| Atlantic Union Bankshares Corp | 0.01% | New | 5,052 | $459K |
| Tudor Investment Corporation | 0.00% | Reduce -85.8% | 5,051 | $459K |
| Lloyd Advisory Services, LLC. | 0.18% | Add +1151.0% | 4,979 | $452K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -0.4% | 4,977 | $452K |
| Howard Wealth Management, LLC | 0.17% | Reduce -6.5% | 4,974 | $452K |
| Rockwood Wealth Management, LLC | 0.03% | Reduce -1.2% | 4,889 | $444K |
| Mgo One Seven LLC | 0.01% | Reduce -8.7% | 4,887 | $444K |
| Wilson & Boucher Capital Management, LLC | 0.26% | No change | 4,800 | $436K |
| BCK Partners, Inc. | 0.21% | Add +7.3% | 4,790 | $435K |
| StoneX Group Inc. | 0.02% | New | 4,776 | $434K |
| Freestone Capital Holdings, LLC | 0.01% | Add +38.4% | 4,773 | $433K |
| Fusion Capital, LLC | 0.10% | Reduce -0.6% | 4,681 | $425K |
| Raleigh Capital Management Inc. | 0.14% | Reduce -12.9% | 4,670 | $424K |
| Trademark Financial Management, LLC | 0.17% | Reduce -4.8% | 4,654 | $423K |
| Manhattan West Asset Management, LLC | 0.07% | Reduce -48.2% | 4,645 | $422K |
| Neuberger Berman Group LLC | 0.00% | Add +11.2% | 4,643 | $422K |
| Gross & Hartman Investments LLC | 0.18% | Reduce -0.5% | 4,587 | $416K |
| Gradient Capital Advisors, LLC | 0.10% | Reduce -1.2% | 4,560 | $414K |
| Focus Financial Network, Inc. | 0.01% | New | 4,550 | $413K |
| Post Resch Tallon Group Inc. | 0.28% | Reduce -1.7% | 4,502 | $409K |
| Sherman Wealth Management LLC | 0.31% | Add +0.0% | 4,483 | $407K |
| Falcon Wealth Planning | 0.03% | Add +0.5% | 4,473 | $406K |
| Beacon Capital Management, LLC | 0.06% | Add +1.4% | 4,464 | $405K |
| Attessa Capital LLC | 0.18% | No change | 4,423 | $402K |
| Triumph Capital Management | 0.07% | Reduce -6.4% | 4,414 | $401K |
| Synergy Investment Management, LLC | 0.10% | Reduce -2.0% | 4,397 | $399K |
| Founders Financial Alliance, LLC | 0.05% | Reduce -87.2% | 4,389 | $398K |
| Arq Wealth Advisors, LLC | 0.05% | Reduce -25.2% | 4,388 | $398K |
| Advisor Resource Council | 0.13% | Add +44.9% | 4,251 | $388K |
| Crew Capital Management, Ltd | 0.21% | Reduce -19.4% | 4,262 | $387K |
| Invesco Ltd. | 0.00% | Reduce -14.8% | 4,261 | $387K |
| Johnson Bixby & Associates, LLC | 0.04% | No change | 4,223 | $383K |
| Balance Wealth Partners LLC | 0.10% | Reduce -17.6% | 4,222 | $383K |
| Thompson David Blair | 0.19% | Add +0.1% | 4,197 | $381K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 4,192 | $381K |
| Cornell Pochily Investment Advisors, Inc. | 0.10% | New | 4,186 | $380K |
| Washburn Capital Management, Inc. | 0.19% | No change | 4,175 | $379K |
| Horst & Graben Wealth Management LLC | 0.05% | Reduce -6.6% | 4,154 | $377K |
| Unique Wealth, LLC | 0.04% | Reduce -12.0% | 4,127 | $375K |
| Calton & Associates, Inc. | 0.05% | Reduce -73.9% | 4,119 | $374K |
| Bank of Montreal | 0.00% | Add +37.1% | 4,112 | $373K |
| UMB Bank, n.a. | 0.00% | No change | 4,054 | $368K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 4,049 | $368K |
| IFP Advisors, Inc | 0.01% | Reduce -2.9% | 4,034 | $366K |
| Donaldson Capital Management, LLC | 0.01% | No change | 4,021 | $365K |
| Balboa Wealth Partners | 0.05% | No change | 4,000 | $363K |
| XY Planning Network, Inc. | 0.05% | Add +5.4% | 3,963 | $360K |
| Simplicity Wealth,LLC | 0.01% | New | 3,951 | $359K |
| Susquehanna International Group, LLP | 0.00% | New | 3,926 | $356K |
| Orin Green Financial, LLC | 0.13% | No change | 3,913 | $355K |
| Core Wealth Management, Inc. | 0.10% | No change | 3,906 | $355K |
| WBH Advisory Inc. | 0.02% | Add +3.1% | 3,890 | $353K |
| Oak Harvest Investment Services | 0.03% | New | 3,822 | $347K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 3,819 | $347K |
| Emergent Wealth Advisors, LLC | 0.18% | Add +2.4% | 3,771 | $342K |
| Brewster Financial Planning LLC | 0.19% | Reduce -1.5% | 3,764 | $342K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -3.1% | 3,704 | $339K |
| Portfolio Strategies, Inc. | 0.03% | Reduce -97.6% | 3,736 | $339K |
| Midwest Trust Co | 0.00% | No change | 3,726 | $338K |
| Altar Rock LLC | 0.49% | Add +0.2% | 3,725 | $338K |
| Lanark Financial, Inc. | 0.02% | Add +30.6% | 3,684 | $334K |
| Northern Trust Corp. | 0.00% | Reduce -66.7% | 3,680 | $334K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -5.3% | 3,665 | $333K |
| OMNI 360 Wealth, Inc. | 0.15% | Reduce -3.1% | 3,630 | $330K |
| Steel Grove Capital Advisors, LLC | 0.03% | No change | 3,606 | $327K |
| One Wealth Advisors, LLC | 0.04% | No change | 3,596 | $327K |
| McNaughton Wealth Management, LLC | 0.12% | No change | 3,586 | $326K |
| Range Financial Group LLC | 0.09% | Reduce -2.8% | 3,567 | $324K |
| Vanguard Advisers Inc. | 0.00% | Add +5.3% | 3,556 | $323K |
| Intelligence Driven Advisers, LLC | 0.05% | No change | 3,540 | $321K |
| Aspen Wealth Management LLC | 0.05% | Add +0.2% | 3,531 | $321K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -4.5% | 3,514 | $319K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 3,510 | $319K |
| SBI Securities Co., Ltd. | 0.01% | Add +3.2% | 3,505 | $318K |
| Howard Bailey Securities, LLC | 0.12% | Reduce -14.0% | 3,496 | $317K |
| CRA Financial Services, LLC | 0.04% | No change | 3,439 | $312K |
| Paragon Financial Partners, Inc. | 0.17% | Reduce -2.0% | 3,393 | $308K |
| F/m Investments LLC | 0.02% | Reduce -5.9% | 3,370 | $306K |
| Kestra Investment Management, LLC | 0.01% | Reduce -46.1% | 3,343 | $304K |
| Legacy Advisory Services, LLC | 0.21% | Reduce -6.1% | 3,334 | $303K |
| Colonial River Investments, LLC | 0.09% | Reduce -28.1% | 3,323 | $302K |
| Future Financial Wealth Managment LLC | 0.19% | Reduce -8.8% | 3,354 | $301K |
| Focused Wealth Management, Inc | 0.03% | Reduce -5.2% | 3,294 | $299K |
| Buska Wealth Management, LLC | 0.11% | No change | 3,278 | $298K |
| TRUE Private Wealth Advisors | 0.03% | Add +0.1% | 3,268 | $297K |
| Twin Focus Capital Partners, LLC | 0.03% | No change | 3,228 | $293K |
| Red Door Wealth Management, LLC | 0.03% | Add +0.3% | 3,209 | $291K |
| 6th Street Advisors, LLC | 0.17% | No change | 3,207 | $291K |
| Kaufman Rossin Wealth, LLC | 0.14% | No change | 3,177 | $290K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -3.2% | 3,184 | $289K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -0.5% | 3,175 | $288K |
| WFA of San Diego, LLC | 0.24% | Reduce -3.5% | 3,037 | $287K |
| Formidable Asset Management, LLC | 0.05% | No change | 3,597 | $284K |
| Richard P Slaughter Associates Inc | 0.06% | Reduce -5.2% | 3,097 | $281K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 3,047 | $277K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 3,042 | $276K |
| Navalign, LLC | 0.06% | New | 3,003 | $273K |
| Legacy Wealth Management, LLC / MS | 0.07% | Add +0.3% | 2,982 | $271K |
| Trevian Wealth Management LLC | 0.11% | No change | 2,927 | $266K |
| SMI Advisory Services, LLC | 0.04% | No change | 2,891 | $264K |
| Cookson Peirce & Co. Inc. | 0.01% | No change | 2,890 | $262K |
| Client 1ST Advisory Group, LLC | 0.07% | Reduce -13.2% | 2,865 | $260K |
| HB Wealth Management, LLC | 0.00% | No change | 2,856 | $259K |
| Howe & Rusling Inc. | 0.01% | Add +171.5% | 2,856 | $259K |
| Parisi Gray Wealth Management | 0.05% | Add +0.7% | 2,847 | $258K |
| Commerce Bank | 0.00% | No change | 2,821 | $256K |
| HBE Wealth Management, LLC | 0.18% | No change | 2,800 | $254K |
| Noesis Capital Mangement Corp. | 0.03% | No change | 2,788 | $253K |
| Horizon Wealth Management, LLC | 0.03% | No change | 2,776 | $252K |
| Montag A & Associates Inc. | 0.01% | No change | 2,750 | $250K |
| Mayport, LLC | 0.04% | No change | 2,745 | $249K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.17% | Reduce -24.1% | 2,742 | $249K |
| Hoese & Co LLP | 0.16% | No change | 2,721 | $247K |
| MBM Wealth Consultants, LLC | 0.05% | No change | 2,716 | $247K |
| Plus Group Wealth Advisors LLC | 0.23% | No change | 2,714 | $246K |
| Luminvest Wealth Management LLC | 0.06% | Reduce -13.8% | 2,680 | $243K |
| FSA Advisors, Inc. | 0.11% | Reduce -14.1% | 2,680 | $243K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.4% | 2,679 | $243K |
| NovaPoint Capital, LLC | 0.05% | New | 2,675 | $243K |
| Compass Ion Advisors, LLC | 0.02% | New | 2,642 | $240K |
| DMC Group, LLC | 0.16% | New | 2,624 | $238K |
| Higgins & Schmidt Wealth Strategies LLC | 0.10% | No change | 2,614 | $237K |
| CX Institutional | 0.01% | Reduce -6.0% | 2,615 | $237K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,576 | $234K |
| Quarry Hill Advisors, LLC | 0.09% | No change | 2,545 | $231K |
| Victory Financial Group, LLC | 0.02% | Reduce -8.6% | 2,542 | $231K |
| Florida Financial Advisors, LLC | 0.04% | New | 2,527 | $229K |
| Hunter Associates Investment Management LLC | 0.03% | Reduce -5.8% | 2,522 | $229K |
| Empower Advisory Group, LLC | 0.00% | New | 2,519 | $229K |
| Blair William & Co. | 0.00% | Add +0.2% | 2,516 | $228K |
| Ascent Group, LLC | 0.01% | New | 2,481 | $225K |
| Outlook Wealth Advisors, LLC | 0.05% | New | 2,472 | $224K |
| Truepoint, Inc. | 0.00% | New | 2,472 | $224K |
| Alchemi Wealth, LLC | 0.10% | New | 2,465 | $224K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,453 | $223K |
| Richardson Financial Services Inc. | 0.13% | Add +51.6% | 2,444 | $222K |
| Blue Chip Partners, LLC | 0.01% | New | 2,438 | $221K |
| Nwam LLC | 0.01% | New | 2,409 | $219K |
| Vantus Wealth LLC | 0.12% | — | 2,372 | $215K |
| Prospera Financial Services Inc | 0.00% | New | 2,353 | $214K |
| Fourpath Capital Management, LLC | 0.03% | Reduce -43.5% | 2,341 | $213K |
| MAI Capital Management | 0.00% | Reduce -0.1% | 2,338 | $212K |
| Atala Financial Inc | 0.13% | New | 1,682 | $212K |
| Venture Visionary Partners LLC | 0.01% | New | 2,329 | $211K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | New | 2,325 | $211K |
| Fund Advisors of America Inc | 0.19% | New | 2,320 | $211K |
| Retirement Management Systems Inc. | 0.04% | New | 2,318 | $210K |
| Atwood & Palmer Inc. | 0.01% | No change | 2,298 | $209K |
| Redwood Investment Management, LLC | 0.02% | New | 2,295 | $208K |
| Manning & Napier Advisors LLC | 0.00% | No change | 2,300 | $207K |
| OakTrust Wealth Advisors, LLC | 0.18% | New | 2,259 | $205K |
| KPP Advisory Services LLC | 0.03% | New | 2,250 | $204K |
| Longview Financial Advisors LLC | 0.10% | No change | 2,239 | $203K |
| Crews Bank & Trust | 0.03% | Add +94.8% | 2,227 | $202K |
| Acropolis Investment Management, LLC | 0.01% | No change | 2,226 | $202K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 2,207 | $200K |
| Hantz Financial Services, Inc. | 0.00% | Add +3.1% | 2,098 | $191K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 2,094 | $190K |
| Highland Investment Advisors LLC | 0.08% | — | 2,069 | $188K |
| Copia Wealth Management | 0.11% | No change | 2,005 | $182K |
| Sherman Asset Management, Inc. | 0.14% | No change | 1,973 | $179K |
| Ameriflex Group, Inc. | 0.07% | Add +7.5% | 1,945 | $177K |
| Sankala Group LLC | 0.12% | No change | 1,884 | $176K |
| Signaturefd, LLC | 0.00% | Reduce -1.9% | 1,813 | $165K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,789 | $162K |
| Planning Strategies Inc. | 0.09% | — | 1,615 | $147K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,529 | $139K |
| Archer Investment Corp | 0.03% | Add +79.4% | 1,525 | $138K |
| Lavaca Capital LLC | 0.01% | New | 1,521 | $138K |
| SHP Wealth Management | 0.01% | Reduce -2.6% | 1,484 | $135K |
| Mather Group, Llc. | 0.00% | No change | 1,446 | $131K |
| Downshift Financial, LLC | 0.06% | New | 1,435 | $130K |
| Tucker Asset Management LLC | 0.03% | No change | 1,419 | $129K |
| Tompkins Financial Corp. | 0.01% | Reduce -80.2% | 1,398 | $127K |
| Signature Equity Partners, LLC | 0.06% | Add +6.7% | 1,369 | $124K |
| Smithfield Trust Co | 0.00% | New | 1,287 | $115K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,112 | $101K |
| WealthCollab, LLC | 0.04% | No change | 1,106 | $100K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 1,058 | $96K |
| Tidemark, LLC | 0.02% | Add +0.1% | 1,046 | $95K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 1,002 | $90K |
| Toth Financial Advisory Corp. | 0.01% | No change | 976 | $89K |
| Bessemer Group Inc. | 0.00% | No change | 970 | $88K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 915 | $83K |
| Salem Investment Counselors Inc. | 0.00% | No change | 905 | $82K |
| Quest 10 Wealth Builders, Inc. | 0.06% | Reduce -1.8% | 877 | $80K |
| TD Private Client Wealth LLC | 0.00% | No change | 875 | $79K |
| Ancora Advisors LLC | 0.00% | Add +47.0% | 870 | $79K |
| Qube Research & Technologies Ltd | 0.00% | Add +26.6% | 815 | $74K |
| North Star Investment Management Corp. | 0.00% | Add +0.4% | 787 | $71K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 781 | $71K |
| NFSG Corp | 0.01% | No change | 740 | $67K |
| Ashton Thomas Securities, LLC | 0.01% | New | 669 | $61K |
| Rossby Financial, LCC | 0.01% | Reduce -35.0% | 648 | $59K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -58.3% | 629 | $57K |
| Essential Investment Partners LLC | 0.04% | No change | 598 | $54K |
| Trust Co. of Toledo NA | 0.00% | Reduce -1.8% | 598 | $54K |
| MCF Advisors LLC | 0.00% | No change | 576 | $52K |
| Spire Wealth Management | 0.00% | Add +0.2% | 573 | $52K |
| Concord Wealth Partners | 0.01% | New | 552 | $50K |
| Silver Grove Financial Group, Inc. | 0.03% | Add +1933.3% | 549 | $50K |
| GAMMA Investing LLC | 0.00% | No change | 502 | $46K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 500 | $45K |
| First Pacific Financial | 0.01% | Add +0.2% | 498 | $45K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.2% | 494 | $45K |
| Paladin Advisory Group, LLC | 0.03% | No change | 486 | $44K |
| Maryland Capital Advisors Inc. | 0.01% | — | 483 | $44K |
| JPL Wealth Management, LLC | 0.01% | New | 471 | $43K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 451 | $41K |
| Timmons Wealth Management, LLC | 0.03% | Reduce -8.8% | 444 | $40K |
| Smartleaf Asset Management LLC | 0.00% | No change | 427 | $38K |
| Operose Advisors LLC | 0.01% | Reduce -0.8% | 392 | $36K |
| Brooklyn FI, LLC | 0.01% | New | 381 | $35K |
| Topsail Wealth Management, LLC | 0.00% | No change | 355 | $32K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -12.6% | 348 | $32K |
| Main Street Group, LTD | 0.01% | New | 339 | $31K |
| Aventus Investment Advisors, Inc. | 0.02% | Reduce -2.9% | 331 | $30K |
| Nova Wealth Management, Inc. | 0.02% | No change | 327 | $30K |
| GGM Financial LLC | 0.01% | Add +0.3% | 326 | $30K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 304 | $28K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 289 | $26K |
| Phillip James Consulting Co. | 0.02% | New | 280 | $25K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 276 | $25K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 275 | $25K |
| Abound Wealth Management | 0.00% | Reduce -6.9% | 271 | $25K |
| Kilter Group LLC | 0.01% | Reduce -92.7% | 264 | $24K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 262 | $24K |
| Coston, McIsaac & Partners | 0.00% | No change | 262 | $23K |
| Private Wealth Management Group, LLC | 0.00% | No change | 231 | $21K |
| FWL Investment Management, LLC | 0.00% | No change | 213 | $19K |
| Private Wealth Asset Management, LLC | 0.00% | Add +402.4% | 211 | $19K |
| IFG Advisory, LLC | 0.00% | New | 195 | $18K |
| Financial Consulate, Inc. | 0.00% | No change | 194 | $18K |
| TD Waterhouse Canada Inc. | 0.00% | Add +757.1% | 180 | $16K |
| Meramec Financial Planners, LLC | 0.01% | No change | 175 | $16K |
| Dunhill Financial, LLC | 0.00% | No change | 169 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 167 | $15K |
| Buck Wealth Strategies, LLC | 0.00% | New | 161 | $15K |
| Tsfg, LLC | 0.00% | Add +0.7% | 156 | $14K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +4.1% | 151 | $14K |
| Caldwell Trust Co | 0.00% | No change | 150 | $14K |
| Blue Trust, Inc. | 0.00% | No change | 145 | $13K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 139 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 128 | $12K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 124 | $11K |
| IMG Wealth Management, Inc. | 0.01% | No change | 119 | $11K |
| National Bank of Canada | 0.00% | Reduce -30.7% | 115 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.8% | 107 | $10K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 107 | $10K |
| Oakworth Capital, Inc. | 0.00% | No change | 106 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -32.5% | 104 | $9K |
| Tower View Wealth Management LLC | 0.00% | No change | 102 | $9K |
| Citigroup Inc. | 0.00% | Add +10000.0% | 101 | $9K |
| Mosley Wealth Management | 0.00% | New | 97 | $9K |
| Orion Capital Management LLC | 0.00% | No change | 80 | $7K |
| Park Square Financial Group, LLC | 0.06% | Reduce -45.9% | 72 | $7K |
| GoalVest Advisory LLC | 0.00% | New | 70 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 69 | $6K |
| Networth Advisors, LLC | 0.00% | Add +78.1% | 57 | $5K |
| Crewe Advisors LLC | 0.00% | No change | 55 | $5K |
| Key Financial Inc | 0.00% | No change | 55 | $5K |
| Oakmont Advisory Group, LLC | 0.00% | New | 51 | $5K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 50 | $5K |
| Institute for Wealth Management, LLC. | 0.00% | New | 46 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 36 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 30 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 30 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 22 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 12 | $1K |
| Anchor Bay Capital, Inc. | 0.00% | — | 10 | $939 |
| HM Payson & Co. | 0.00% | No change | 10 | $908 |
| VSM Wealth Advisory, LLC | 0.00% | No change | 9 | $817 |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -33.3% | 8 | $726 |
| Advocate Investing Services LLC | 0.00% | No change | 7 | $636 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 6 | $545 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 4 | $363 |
| Benson Wealth Management INC | 0.00% | No change | 2 | $182 |
"% 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.