SS SPDR P S&P 500 Value ETFSPYVETF
13F holders, Q1 2024 (March 31)853holders
6famous investors
$49.97avg. 13F price*
At the end of Q1 2024, 853 institutions reported holding SS SPDR P S&P 500 Value ETF (SPYV) in their 13F filings. The largest holders were Financial Engines Advisors L.L.C. ($3.7B), LPL Financial LLC ($1.7B) and Allworth Financial LP ($972.1M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P S&P 500 Value ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $221.3M |
| Exits | 68 | $310.2M |
Ownership 853 holders
| Financial Engines Advisors L.L.C. | 8.34% | Reduce -0.7% | 73,899,224 | $3.7B |
| LPL Financial LLC | 0.90% | Add +6.8% | 33,438,085 | $1.7B |
| Allworth Financial LP | 6.87% | Add +4.6% | 19,403,272 | $972.1M |
| Morgan Stanley | 0.04% | Add +14.5% | 9,993,262 | $500.7M |
| Valmark Advisers, Inc. | 6.49% | Add +1.0% | 7,431,074 | $372.3M |
| UBS Group AG | 0.10% | Reduce -4.4% | 6,235,556 | $312.4M |
| Ameriprise Financial Inc. | 0.09% | Add +15.6% | 6,187,595 | $310.0M |
| Bank of America Corp. | 0.03% | Add +9.4% | 5,973,269 | $299.3M |
| Horizon Investments, LLC | 7.71% | Reduce -30.1% | 5,864,304 | $293.8M |
| JPMorgan Chase & Co. | 0.02% | Add +35.8% | 5,086,398 | $254.8M |
| Cwm, LLC | 1.20% | Add +13.3% | 4,920,831 | $246.5M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -68.0% | 4,195,089 | $210.2M |
| Raymond James Financial Services Advisors, Inc. | 0.31% | Reduce -9.9% | 4,175,982 | $209.2M |
| NorthRock Partners, LLC | 7.83% | Add +3.6% | 4,069,717 | $203.9M |
| Advisory Alpha, LLC | 7.97% | Add +15.8% | 3,876,313 | $194.2M |
| Equitable Holdings, Inc. | 2.14% | Add +26.6% | 3,796,460 | $190.2M |
| Willis Johnson & Associates, Inc. | 16.20% | Add +2.1% | 3,722,350 | $186.5M |
| Franklin Resources Inc. | 0.06% | Reduce -0.6% | 3,654,223 | $183.1M |
| Tiaa Trust, National Association | 0.49% | Reduce -1.1% | 3,174,658 | $159.1M |
| Royal Bank of Canada | 0.04% | Reduce -29.5% | 3,172,860 | $159.0M |
| Betterment LLC | 0.42% | Reduce -6.6% | 3,143,543 | $157.5M |
| Cerity Partners LLC | 0.41% | Add +0.3% | 3,097,153 | $155.2M |
| Dynasty Wealth Management, LLC | 4.87% | — | 3,051,234 | $152.9M |
| Nicolet Advisory Services, LLC | 15.21% | Reduce -2.2% | 3,031,049 | $149.7M |
| Bank of New York Mellon Corp | 0.03% | Reduce -25.3% | 2,973,779 | $149.0M |
| Osaic Holdings, Inc. | 0.33% | Reduce -59.4% | 2,955,708 | $148.1M |
| Quotient Wealth Partners, LLC | 5.25% | Add +24.3% | 2,932,245 | $146.9M |
| Cetera Investment Advisers | 0.30% | Add +209.0% | 2,530,967 | $126.8M |
| First National Trust Co | 5.07% | Add +8.4% | 2,492,507 | $124.9M |
| Townsquare Capital LLC | 1.83% | Add +4.4% | 2,490,257 | $124.8M |
| Connecticut Wealth Management, LLC | 6.35% | Add +2.6% | 2,382,401 | $119.4M |
| Private Advisor Group, LLC | 0.84% | Add +4.9% | 2,329,066 | $116.7M |
| Lutz Financial Services LLC | 9.67% | Add +0.1% | 2,208,903 | $110.7M |
| Mariner, LLC | 0.20% | Reduce -16.0% | 1,953,163 | $97.9M |
| Simon Quick Advisors, LLC | 7.29% | Add +1.2% | 1,940,553 | $97.2M |
| Flputnam Investment Management Co. | 1.97% | Add +11.7% | 1,844,089 | $92.4M |
| HighTower Advisors, LLC | 0.14% | Add +0.9% | 1,765,089 | $88.4M |
| KWB Wealth | 11.02% | Add +13.2% | 1,635,323 | $81.9M |
| Old National Bancorp | 1.93% | Add +3.2% | 1,624,641 | $81.4M |
| Gerber Kawasaki Wealth & Investment Management | 4.36% | Add +7.4% | 1,610,407 | $80.7M |
| Angeles Wealth Management, LLC | 8.05% | Add +20.0% | 1,606,015 | $80.5M |
| N.E.W. Advisory Services LLC | 8.73% | Add +1.3% | 1,570,914 | $78.7M |
| Roberts Financial Services LLC | 15.78% | Reduce -0.0% | 1,542,886 | $77.3M |
| AE Wealth Management LLC | 0.86% | Reduce -25.2% | 1,511,828 | $75.7M |
| Magnus Financial Group LLC | 9.05% | Add +1.8% | 1,509,721 | $75.6M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -9.3% | 1,486,825 | $74.5M |
| Elevation Point Wealth Partners, LLC | 5.25% | New | 1,366,932 | $68.5M |
| Janney Montgomery Scott LLC | 0.20% | Add +7.2% | 1,366,554 | $68.5M |
| Wells Fargo & Company | 0.02% | Add +11.1% | 1,366,352 | $68.5M |
| Octavia Wealth Advisors, LLC | 10.06% | Add +4727.7% | 1,359,038 | $68.1M |
| Stifel Financial Corp. | 0.07% | Add +24.6% | 1,220,348 | $61.1M |
| AlphaStar Capital Management, LLC | 6.16% | Add +3.6% | 1,195,770 | $59.9M |
| Nottingham Advisors, Inc. | 7.23% | Reduce -1.8% | 1,179,481 | $59.1M |
| Klingman & Associates, LLC | 4.04% | Reduce -3.1% | 1,121,263 | $56.2M |
| FMR LLC | 0.00% | Add +0.1% | 1,112,062 | $55.7M |
| Nicolet Bankshares Inc. | 11.46% | Reduce -0.5% | 1,103,040 | $55.3M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -3.8% | 1,032,270 | $51.7M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +9.1% | 1,013,871 | $50.8M |
| Good Life Advisors, LLC | 4.34% | Add +2.7% | 976,506 | $48.9M |
| Arrow Financial Corp | 4.85% | Reduce -14.6% | 975,601 | $48.9M |
| Flagship Harbor Advisors, LLC | 3.04% | Reduce -23.1% | 944,420 | $47.3M |
| Accredited Investors Inc. | 2.93% | Reduce -5.2% | 909,520 | $45.6M |
| Alera Investment Advisors, LLC | 6.12% | Reduce -10.8% | 903,310 | $45.3M |
| CoreCap Advisors, LLC | 2.36% | Reduce -24.4% | 887,353 | $44.5M |
| Compton Financial Group, LLC | 14.74% | Add +1.5% | 874,700 | $43.8M |
| Whitcomb & Hess, Inc. | 13.88% | Reduce -7.8% | 862,336 | $43.2M |
| IHT Wealth Management, LLC | 1.68% | Add +32.4% | 835,996 | $41.9M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -51.0% | 810,941 | $40.6M |
| Perennial Investment Advisors, LLC | 5.99% | Reduce -9.6% | 784,815 | $39.3M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -30.6% | 784,182 | $39.3M |
| Facet Wealth, Inc. | 1.32% | Reduce -3.2% | 807,241 | $39.3M |
| Brookstone Capital Management | 0.68% | Add +37.6% | 761,015 | $38.1M |
| Balanced Wealth Group LLC | 16.93% | Add +139.3% | 1,537,752 | $38.0M |
| Benjamin F. Edwards & Company, Inc. | 0.69% | Add +28.0% | 753,637 | $37.8M |
| Envestnet Portfolio Solutions, Inc. | 0.14% | Reduce -30.2% | 746,971 | $37.4M |
| Prudential Financial Inc. | 0.05% | Reduce -3.3% | 725,728 | $36.4M |
| Creative Financial Designs Inc. | 3.39% | Add +3.2% | 716,156 | $35.9M |
| Founders Financial Securities LLC | 3.67% | Reduce -21.5% | 698,083 | $35.0M |
| Measured Wealth Private Client Group, LLC | 12.02% | Reduce -5.0% | 687,020 | $34.4M |
| Williams Financial, LLC | 22.88% | New | 686,030 | $34.4M |
| Raymond James & Associates | 0.02% | Add +13.2% | 667,560 | $33.4M |
| BIP Wealth, LLC | 2.44% | Reduce -10.4% | 665,534 | $33.3M |
| Corient Private Wealth LP | 0.06% | Reduce -4.8% | 653,163 | $32.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +41.4% | 628,264 | $31.5M |
| Signet Financial Management, LLC | 4.25% | Add +1.6% | 617,450 | $30.9M |
| MML Investors Services, LLC | 0.13% | Add +0.7% | 614,290 | $30.8M |
| Avantax Planning Partners, Inc. | 0.99% | Reduce -11.7% | 609,378 | $30.5M |
| Edmonds Duncan Registered Investment Advisors, LLC | 7.42% | Add +0.8% | 590,520 | $29.6M |
| Inspirion Wealth Advisors, LLC | 4.85% | Reduce -1.7% | 585,273 | $29.3M |
| Woodard & Co. Asset Management Group Inc. | 7.62% | Reduce -1.3% | 570,095 | $28.6M |
| Redwood Investment Management, LLC | 2.68% | Add +10120.2% | 562,011 | $28.2M |
| Northern Trust Corp. | 0.00% | Reduce 0.0% | 556,009 | $27.9M |
| Vicus Capital | 2.54% | Add +7.5% | 555,330 | $27.8M |
| Riversedge Advisors, LLC | 6.64% | Add +0.2% | 537,649 | $26.9M |
| Tennessee Valley Asset Management Partners | 6.50% | Add +2.6% | 536,442 | $26.9M |
| SVB Wealth LLC | 0.60% | Add +29.4% | 534,500 | $26.8M |
| Choice Wealth Advisors LLC | 16.03% | Reduce -3.8% | 528,449 | $26.5M |
| Thrivent Financial for Lutherans | 0.05% | Add +41.6% | 522,107 | $26.2M |
| ERn Financial, LLC | 4.50% | Add +3.7% | 517,687 | $25.9M |
| Rodgers & Associates, LTD | 3.22% | Add +0.4% | 501,228 | $25.1M |
| Avior Wealth Management, LLC | 1.16% | Add +4.8% | 498,492 | $25.0M |
| First Command Advisory Services, Inc. | 0.25% | Reduce -7.3% | 479,880 | $24.1M |
| Alesco Advisors, LLC, An ESL Co | 0.79% | Reduce -47.0% | 478,978 | $24.0M |
| Merit Financial Group, LLC | 0.57% | Add +2.9% | 495,450 | $24.0M |
| Brandywine Oak Private Wealth LLC | 2.46% | Add +6.3% | 469,514 | $23.5M |
| Geneos Wealth Management Inc. | 1.06% | Add +2.6% | 462,409 | $23.2M |
| Pinnacle Wealth Planning Services, Inc. | 3.31% | Reduce -0.5% | 450,499 | $22.6M |
| Western Wealth Management, LLC | 1.74% | Reduce -7.9% | 446,710 | $22.4M |
| Convergence Financial, LLC | 9.23% | Reduce -10.1% | 446,195 | $22.4M |
| Tsfg, LLC | 5.54% | Add +49.2% | 438,757 | $22.0M |
| CGN Advisors LLC | 2.78% | Add +18.9% | 436,503 | $21.9M |
| Horizon Wealth Management, LLC | 5.56% | Add +19.6% | 425,462 | $21.3M |
| Windsor Capital Management, LLC | 6.56% | Reduce -0.6% | 422,223 | $21.2M |
| Executive Wealth Management, LLC | 1.83% | Add +3.1% | 420,297 | $20.9M |
| Yeomans Consulting Group, Inc. | 9.12% | Reduce -12.4% | 415,754 | $20.8M |
| Money Design Co.,Ltd. | 1.13% | Reduce -13.3% | 415,268 | $20.8M |
| MBE Wealth Management, LLC | 12.84% | Add +1314.0% | 414,971 | $20.8M |
| Harbor Group, Inc. | 5.46% | Add +3.9% | 413,096 | $20.7M |
| Marathon Mission, Inc. | 16.28% | Add +9.3% | 411,960 | $20.6M |
| Cary Street Partners Investment Advisory LLC | 0.86% | Add +6.8% | 406,024 | $20.3M |
| Visionary Horizons, LLC | 15.60% | Add +4.0% | 419,388 | $20.1M |
| Stratos Wealth Partners, LTD. | 0.33% | Add +33.8% | 398,068 | $19.9M |
| Alta Wealth Advisors LLC | 10.11% | Add +4.5% | 397,118 | $19.9M |
| Global Retirement Partners, LLC | 0.74% | Add +8.3% | 396,633 | $19.9M |
| Retirement Planning Group, LLC | 1.51% | Add +3.0% | 392,306 | $19.7M |
| Prism Advisors, Inc. | 5.87% | Add +0.6% | 390,449 | $19.6M |
| Pure Financial Advisors, LLC | 0.61% | Reduce -3.5% | 390,287 | $19.6M |
| Waverly Advisors, LLC | 0.45% | Add +273.2% | 383,365 | $19.2M |
| Atticus Wealth Management, LLC | 6.27% | Add +3.5% | 382,803 | $19.2M |
| Larson Financial Group LLC | 1.46% | Reduce -7.2% | 378,291 | $19.0M |
| SkyOak Wealth, LLC | 4.53% | Add +4.7% | 377,923 | $18.9M |
| Great Valley Advisor Group, Inc. | 0.57% | Add +13.5% | 374,158 | $18.7M |
| Hamilton Capital, LLC | 1.39% | Reduce -21.6% | 369,990 | $18.5M |
| Keystone Financial Group | 2.70% | Add +42.5% | 368,859 | $18.5M |
| Diversify Advisory Services, LLC | 1.08% | — | 369,909 | $18.4M |
| Ackerman Capital Advisors, LLC | 5.08% | Reduce -6.0% | 367,001 | $18.4M |
| Meritage Portfolio Management | 1.15% | Reduce -33.4% | 359,106 | $18.0M |
| Assetmark, Inc. | 0.06% | Add +72.9% | 354,437 | $17.8M |
| M&T Bank Corp | 0.06% | Reduce -5.1% | 352,830 | $17.7M |
| Leicht Financial Planning & Wealth Management, Inc. | 9.61% | Reduce -4.2% | 349,988 | $17.5M |
| SteelPeak Wealth, LLC | 0.89% | Add +0.9% | 346,730 | $17.4M |
| CarsonAllaria Wealth Management, Ltd. | 10.91% | Add +6.0% | 346,290 | $17.3M |
| Confluence Investment Management LLC | 0.23% | Add +19.0% | 343,760 | $17.2M |
| NewEdge Advisors, LLC | 0.15% | Add +27.4% | 343,754 | $17.2M |
| Navalign, LLC | 5.62% | Reduce -0.4% | 338,301 | $16.9M |
| Baird Financial Group, Inc. | 0.04% | Reduce -10.4% | 334,676 | $16.8M |
| Retirement Financial Solutions, LLC | 8.40% | Add +9.4% | 326,364 | $16.4M |
| Courier Capital LLC | 1.18% | Add +4.7% | 325,920 | $16.3M |
| Integrated Wealth Concepts LLC | 0.23% | Add +9.4% | 319,093 | $16.0M |
| Wealth Advisors of Iowa, LLC | 9.60% | Reduce -0.6% | 315,092 | $15.8M |
| McAdam, LLC | 1.00% | Reduce -1.2% | 311,305 | $15.6M |
| Mgo One Seven LLC | 0.80% | Add +182.5% | 306,388 | $15.4M |
| Diligent Investors, LLC | 3.81% | Reduce -0.5% | 303,082 | $15.2M |
| Truist Financial Corp. | 0.02% | Add +19.3% | 301,655 | $15.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.9% | 300,193 | $15.0M |
| Modern Wealth Management, LLC | 1.39% | Add +25.0% | 299,211 | $15.0M |
| Demars Financial Group, LLC | 7.14% | Add +2.8% | 289,266 | $14.5M |
| SilverOak Wealth Management LLC | 3.59% | Add +2.4% | 288,839 | $14.5M |
| Great Lakes Retirement, Inc. | 2.11% | Reduce -1.6% | 284,961 | $14.3M |
| Destiny Capital Corp | 9.95% | Reduce -2.8% | 284,808 | $14.3M |
| Avantax Advisory Services, Inc. | 0.13% | Add +6.3% | 283,449 | $14.2M |
| Kingsview Wealth Management, LLC | 0.34% | Add +4.5% | 268,765 | $13.5M |
| Private Wealth Group, LLC | 6.94% | Add +2.1% | 267,270 | $13.4M |
| Horizon Financial Services, LLC | 8.49% | Add +7.9% | 264,004 | $13.2M |
| Systelligence, LLC | 3.39% | Reduce -2.4% | 258,943 | $13.0M |
| Cynosure Group, LLC | 2.31% | Add +8.4% | 257,183 | $12.9M |
| Keener Financial Planning LLC | 8.83% | Add +5.6% | 256,148 | $12.8M |
| Forum Financial Management, LP | 0.22% | New | 254,160 | $12.7M |
| GPS Wealth Strategies Group, LLC | 2.06% | Add +2.1% | 253,584 | $12.7M |
| 1834 Investment Advisors Co. | 1.51% | Add +1.7% | 253,301 | $12.7M |
| Reston Wealth Management LLC | 5.15% | Reduce -3.7% | 252,954 | $12.7M |
| Rockefeller Capital Management L.P. | 0.04% | Add +16.9% | 252,358 | $12.6M |
| New England Capital Financial Advisors LLC | 7.10% | Add +2.5% | 251,408 | $12.6M |
| Atria Wealth Solutions, Inc. | 0.14% | Reduce -32.0% | 248,461 | $12.4M |
| Wells Financial Advisors INC | 8.25% | Reduce -0.8% | 241,862 | $12.1M |
| Higgins & Schmidt Wealth Strategies LLC | 8.62% | Add +4.0% | 233,224 | $11.7M |
| Dakota Wealth Management | 0.29% | Add +25.8% | 232,509 | $11.6M |
| Prime Capital Investment Advisors, LLC | 0.16% | Add +231.2% | 231,309 | $11.6M |
| Millington Financial Advisors, LLC | 8.23% | Add +4.3% | 230,579 | $11.6M |
| Financial Advocates Investment Management | 0.66% | Add +26.8% | 225,871 | $11.3M |
| Verus Capital Partners, LLC | 1.25% | Add +2.0% | 226,369 | $11.3M |
| Optimist Retirement Group LLC | 5.75% | Reduce -2.0% | 223,327 | $11.2M |
| Symphony Financial, Ltd. Co. | 2.56% | Add +13.4% | 219,523 | $11.0M |
| Moneco Advisors, LLC | 1.71% | Add +34.7% | 214,923 | $10.8M |
| Kestra Private Wealth Services, LLC | 0.24% | Add +12.8% | 214,272 | $10.7M |
| Wrapmanager Inc. | 2.85% | Add +11.2% | 204,856 | $10.3M |
| Juncture Wealth Strategies, LLC | 4.41% | Reduce -0.8% | 204,761 | $10.3M |
| Spire Wealth Management | 0.19% | Reduce -2.5% | 204,656 | $10.3M |
| Axxcess Wealth Management, LLC | 0.29% | Reduce -4.5% | 203,471 | $10.2M |
| Valtinson Bruner Financial Planning LLC | 4.31% | Add +30.5% | 201,960 | $10.1M |
| JNBA Financial Advisors | 1.06% | Reduce -28.5% | 200,540 | $10.0M |
| Stone Summit Wealth LLC | 3.47% | Add +4.5% | 199,098 | $10.0M |
| Hofer & Associates. Inc | 8.39% | Add +2.6% | 198,928 | $10.0M |
| Clear Creek Financial Management, LLC | 1.27% | New | 197,325 | $9.9M |
| 1900 Wealth Management LLC | 0.90% | Reduce -14.1% | 196,468 | $9.8M |
| GHP Investment Advisors, Inc. | 0.48% | Add +0.7% | 193,149 | $9.7M |
| Probity Advisors, Inc. | 1.94% | Add +10.3% | 187,154 | $9.4M |
| Financial Council, LLC | 5.53% | Add +3.3% | 186,788 | $9.4M |
| Oak Harvest Investment Services | 1.51% | Add +3.0% | 181,031 | $9.1M |
| Buttonwood Financial Group, LLC | 5.25% | New | 177,061 | $8.9M |
| Hills Bank & Trust Co | 0.74% | Add +5.3% | 173,258 | $8.7M |
| GenWealth Group, Inc. | 2.18% | Add +3.4% | 173,012 | $8.7M |
| Sargent Investment Group, LLC | 1.90% | Reduce -1.9% | 172,829 | $8.7M |
| Wealthcare Advisory Partners LLC | 0.28% | Add +88.4% | 171,612 | $8.6M |
| Strategic Financial Partners, Ltd. | 4.74% | Add +20.3% | 170,981 | $8.6M |
| Financial Planning & Information Services, Inc. | 1.28% | Reduce -3.7% | 170,392 | $8.5M |
| Collaborative Wealth Managment Inc. | 4.25% | Add +6.1% | 169,379 | $8.5M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -17.7% | 166,921 | $8.3M |
| Shilanski & Associates, Inc. | 2.83% | Add +1.7% | 164,090 | $8.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +46.4% | 161,574 | $8.1M |
| HM Payson & Co. | 0.15% | No change | 159,293 | $8.0M |
| Quent Capital, LLC | 0.92% | Add +2.8% | 156,979 | $7.9M |
| CHURCHILL MANAGEMENT Corp | 0.10% | Reduce -11.7% | 155,948 | $7.8M |
| Pecaut & Co. | 2.84% | Reduce -3.7% | 151,497 | $7.6M |
| Hobart Private Capital, LLC | 2.29% | New | 149,773 | $7.5M |
| CX Institutional | 0.35% | Add +5.5% | 145,809 | $7.3M |
| Silver Oak Securities, Incorporated | 1.11% | Reduce -14.6% | 145,004 | $7.3M |
| Financial Gravity Asset Management, Inc. | 2.02% | Reduce -92.4% | 153,824 | $7.2M |
| Laurel Wealth Planning LLC | 4.76% | Add +0.4% | 143,026 | $7.2M |
| Key Financial Inc | 1.81% | Add +0.9% | 141,601 | $7.1M |
| Seaview Investment Managers LLC | 2.10% | New | 139,297 | $7.0M |
| Motive Wealth Advisors | 4.13% | Add +58.6% | 135,993 | $6.8M |
| Lynch & Associates | 1.56% | Add +2.5% | 134,779 | $6.8M |
| Auour Investments LLC | 2.48% | Reduce -0.1% | 134,313 | $6.7M |
| Merriman Wealth Management, LLC | 0.30% | Reduce -2.0% | 132,149 | $6.6M |
| Waller Financial Planning Group, Inc. | 1.76% | Add +20.8% | 131,866 | $6.6M |
| Olde Wealth Management, LLC | 3.11% | New | 134,593 | $6.6M |
| Independent Wealth Network Inc. | 3.06% | Reduce -1.8% | 130,159 | $6.5M |
| Goldstone Financial Group, LLC | 1.48% | Add +24.3% | 128,355 | $6.4M |
| Freedom Investment Management, Inc. | 0.51% | Reduce -8.6% | 125,894 | $6.3M |
| InterOcean Capital Group, LLC | 0.15% | Add +0.6% | 125,830 | $6.3M |
| American Financial & Tax Strategies Inc. | 3.38% | Add +0.3% | 125,743 | $6.3M |
| Savant Capital, LLC | 0.07% | Reduce -4.0% | 125,376 | $6.3M |
| Intergy Private Wealth, LLC | 2.53% | Reduce -0.1% | 122,973 | $6.2M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -13.0% | 122,175 | $6.1M |
| BCS Wealth Management | 1.94% | Reduce -2.6% | 120,701 | $6.0M |
| Millennium Management | 0.01% | New | 120,496 | $6.0M |
| Stevens Capital Partners | 3.57% | Reduce -44.2% | 119,650 | $6.0M |
| IFP Advisors, Inc | 0.26% | Reduce -0.7% | 119,409 | $6.0M |
| Occidental Asset Management, LLC | 1.11% | Reduce -0.3% | 118,193 | $5.9M |
| J.W. Cole Advisors, Inc. | 0.30% | Reduce -0.0% | 118,114 | $5.9M |
| Pacific Financial Group Inc. | 4.05% | Reduce -8.6% | 117,319 | $5.9M |
| Summit Financial, LLC | 0.35% | Add +5.1% | 117,201 | $5.9M |
| Cooper Financial Group | 0.96% | Reduce -0.8% | 117,166 | $5.9M |
| PAX Financial Group, LLC | 1.18% | Reduce -5.6% | 117,025 | $5.9M |
| Stratos Wealth Advisors, LLC | 0.34% | Add +50.1% | 115,444 | $5.8M |
| Level Four Advisory Services, LLC | 0.32% | Add +3.7% | 123,980 | $5.8M |
| Arete Wealth Advisors, LLC | 0.53% | Add +11.1% | 113,591 | $5.7M |
| Denver Wealth Management, Inc. | 2.88% | New | 112,681 | $5.6M |
| Ignite Planners, LLC | 1.55% | Add +16.1% | 111,227 | $5.5M |
| Portside Wealth Group, LLC | 1.02% | Add +6.5% | 110,147 | $5.5M |
| Stephens Inc. | 0.09% | Add +35.6% | 110,107 | $5.5M |
| Scarborough Advisors, LLC | 2.54% | New | 109,597 | $5.5M |
| Sunesis Advisors, LLC | 3.19% | No change | 108,791 | $5.5M |
| Trilogy Capital Inc. | 0.31% | Add +93.3% | 108,186 | $5.4M |
| Concurrent Investment Advisors, LLC | 0.21% | Add +13.7% | 105,575 | $5.3M |
| Cobblestone Asset Management LLC | 3.56% | New | 104,639 | $5.2M |
| IFG Advisory, LLC | 0.38% | Reduce -25.2% | 102,715 | $5.1M |
| NewSquare Capital LLC | 0.45% | Add +1.9% | 100,352 | $5.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.16% | Reduce -8.0% | 100,214 | $5.0M |
| Smithbridge Asset Management Inc. | 1.03% | Add +1.1% | 99,235 | $5.0M |
| Cozad Asset Management Inc. | 0.51% | Add +2.7% | 97,605 | $4.9M |
| JDM Financial Group LLC | 3.54% | Add +8.5% | 96,948 | $4.9M |
| Partnership Wealth Management, LLC | 3.40% | Add +0.8% | 96,827 | $4.9M |
| Tranquilli Financial Advisor LLC | 3.22% | Reduce -24.8% | 96,254 | $4.8M |
| Texas Permanent School Fund Corp. | 0.04% | No change | 95,746 | $4.8M |
| Total Clarity Wealth Management, Inc. | 1.63% | Add +23.5% | 93,836 | $4.7M |
| Horizon Family Wealth, Inc. | 3.62% | Add +1.2% | 93,600 | $4.7M |
| TAGStone Capital, Inc. | 2.74% | Add +7.1% | 93,423 | $4.7M |
| Petix & Botte Co | 1.16% | New | 92,958 | $4.7M |
| Retirement Income Solutions, Inc. | 1.05% | Reduce -3.3% | 92,450 | $4.6M |
| ICA Group Wealth Management, LLC | 0.92% | Reduce -7.4% | 92,128 | $4.6M |
| Topel & Distasi Wealth Management, LLC | 2.03% | No change | 91,696 | $4.6M |
| Cardinal Strategic Wealth Guidance | 1.72% | New | 91,407 | $4.6M |
| Asset Management Group, Inc. | 0.69% | Add +1.1% | 90,309 | $4.5M |
| Fsa Wealth Partners, Inc. | 1.12% | Reduce -0.8% | 90,160 | $4.5M |
| Centennial Wealth Advisory LLC | 2.04% | Reduce -51.8% | 88,180 | $4.4M |
| EWG Elevate Inc. | 1.68% | Add +2.9% | 87,973 | $4.4M |
| Clarus Wealth Advisors | 2.48% | Add +0.9% | 89,893 | $4.4M |
| Gateway Wealth Partners, LLC | 1.56% | Add +22.1% | 86,515 | $4.3M |
| Marcum Wealth, LLC | 0.44% | Reduce -5.8% | 86,420 | $4.3M |
| AA Financial Advisors, LLC | 1.75% | Add +1579.4% | 86,356 | $4.3M |
| Arbor Trust Wealth Advisors, LLC | 2.37% | Add +326.4% | 88,591 | $4.3M |
| Colton Groome Financial Advisors, LLC | 1.72% | Reduce -22.6% | 85,476 | $4.3M |
| Penobscot Wealth Management | 2.70% | Reduce -34.2% | 85,198 | $4.3M |
| IAG Wealth Partners, LLC | 0.92% | Reduce -2.8% | 85,109 | $4.3M |
| RDA Financial Network | 1.46% | Reduce -1.1% | 84,696 | $4.2M |
| Glen Eagle Advisors, LLC | 0.80% | Reduce -0.4% | 84,466 | $4.2M |
| Private Trust Co. NA | 0.45% | Add +1.6% | 83,345 | $4.2M |
| Annapolis Financial Services, LLC | 1.37% | Add +0.1% | 83,011 | $4.2M |
| Ausdal Financial Partners, Inc. | 0.46% | Add +36.7% | 79,799 | $4.0M |
| Bank of Montreal | 0.00% | Add +10.1% | 79,457 | $4.0M |
| MidAtlantic Capital Management, Inc. | 3.46% | No change | 78,621 | $3.9M |
| Priebe Wealth Holdings LLC | 3.03% | Add +1.2% | 77,591 | $3.9M |
| Ellevest, Inc. | 0.24% | Reduce -0.0% | 77,246 | $3.9M |
| Dogwood Wealth Management LLC | 2.61% | Add +6.2% | 77,079 | $3.9M |
| Transform Wealth, LLC | 0.37% | Add +1.1% | 77,027 | $3.9M |
| Power Wealth Management LLC | 2.42% | Add +10.7% | 76,836 | $3.8M |
| Vance Wealth, LLC | 1.53% | Add +0.0% | 76,499 | $3.8M |
| Bensler, LLC | 0.55% | New | 76,213 | $3.8M |
| Koshinski Asset Management, Inc. | 0.39% | Add +480.1% | 75,679 | $3.8M |
| Fifth Third Bancorp | 0.01% | Reduce -0.1% | 75,569 | $3.8M |
| American Money Management, LLC | 0.78% | Reduce -8.8% | 75,020 | $3.8M |
| Red Tortoise LLC | 2.02% | Reduce -0.6% | 72,167 | $3.6M |
| Mutual Advisors, LLC | 0.11% | Add +267.3% | 69,742 | $3.5M |
| Captrust Financial Advisors | 0.01% | Reduce -2.4% | 69,060 | $3.5M |
| Perigon Wealth Management, LLC | 0.10% | Add +30.1% | 68,905 | $3.5M |
| Creative Planning | 0.00% | Add +1.4% | 67,347 | $3.4M |
| City Center Advisors, LLC | 3.91% | — | 66,153 | $3.3M |
| Phoenix Wealth Advisors | 1.99% | Add +10.3% | 65,189 | $3.3M |
| Sharkey, Howes & Javer | 0.52% | Add +95.6% | 63,914 | $3.2M |
| Raab & Moskowitz Asset Management LLC | 0.89% | Add +11.5% | 63,853 | $3.2M |
| American Investment Services, Inc. | 0.56% | Reduce -0.4% | 63,253 | $3.2M |
| Capital Advisory Group Advisory Services, LLC | 1.49% | Add +25.9% | 62,617 | $3.1M |
| FF Advisors,LLC | 2.16% | No change | 62,475 | $3.1M |
| Fortune 45 LLC | 2.51% | Add +0.0% | 61,213 | $3.1M |
| Partners in Financial Planning | 0.67% | Reduce -0.1% | 60,312 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -95.5% | 60,061 | $3.0M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -95.5% | 60,061 | $3.0M |
| Certified Advisory Corp | 0.41% | Add +0.9% | 59,264 | $3.0M |
| Fifth Third Securities, Inc. | 0.29% | Add +2.4% | 59,073 | $3.0M |
| Tidal Investments LLC | 0.05% | Add +39.9% | 58,477 | $2.9M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +750.5% | 58,450 | $2.9M |
| Breakwater Capital Group | 0.73% | Add +0.4% | 57,997 | $2.9M |
| Ameritas Advisory Services, LLC | 0.12% | Add +201.8% | 59,244 | $2.9M |
| Prospera Financial Services Inc | 0.08% | Reduce -1.4% | 56,841 | $2.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Reduce -19.1% | 56,823 | $2.8M |
| Global Financial Private Client, LLC | 1.22% | Reduce -2.1% | 56,917 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -1.7% | 55,177 | $2.8M |
| Lido Advisors, LLC | 0.02% | Add +2.1% | 53,732 | $2.7M |
| Hunting Hill Global Capital, LLC | 1.57% | Reduce -13.0% | 53,518 | $2.7M |
| Cordatus Wealth Management LLC | 1.94% | Reduce -1.3% | 53,386 | $2.7M |
| Waypoint Capital Advisors, LLC | 0.70% | Reduce -0.7% | 53,387 | $2.7M |
| US Bancorp \de | 0.00% | Reduce -20.4% | 53,317 | $2.7M |
| Riverpoint Wealth Management Holdings, LLC | 0.73% | Reduce -0.2% | 52,269 | $2.6M |
| Vertex Planning Partners, LLC | 0.72% | Add +3.4% | 52,226 | $2.6M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -14.8% | 51,806 | $2.6M |
| Money Concepts Capital Corp. | 0.24% | Add +222.7% | 51,073 | $2.6M |
| Salomon & Ludwin, LLC | 0.22% | Add +22.0% | 51,042 | $2.6M |
| WJ Wealth Management, LLC | 1.02% | Reduce -0.3% | 51,038 | $2.6M |
| 1ST Source Bank | 0.15% | Reduce -0.9% | 50,983 | $2.6M |
| Wambolt & Associates, LLC | 0.76% | Add +10.1% | 51,026 | $2.5M |
| Visionary Wealth Advisors | 0.17% | Add +18.4% | 50,652 | $2.5M |
| CORDA Investment Management, LLC. | 0.20% | Reduce -4.5% | 50,404 | $2.5M |
| Comerica Bank | 0.01% | Reduce -2.7% | 49,488 | $2.5M |
| Wrenne Financial Planning LLC | 1.83% | Reduce -28.6% | 49,351 | $2.5M |
| RFG Advisory, LLC | 0.08% | Add +29.4% | 48,691 | $2.4M |
| MBM Wealth Consultants, LLC | 0.84% | Add +3.8% | 47,574 | $2.4M |
| SCS Capital Management LLC | 0.05% | No change | 47,279 | $2.4M |
| Bristlecone Advisors, LLC | 0.21% | Add +4.0% | 46,788 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -47.2% | 46,491 | $2.3M |
| Financial Network Wealth Advisors LLC | 2.30% | Reduce -1.0% | 46,054 | $2.3M |
| Onyx Bridge Wealth Group LLC | 0.41% | Add +0.4% | 47,385 | $2.3M |
| Cornerstone Wealth Management, LLC | 0.18% | Reduce -13.6% | 45,596 | $2.3M |
| Seaside Wealth Management, Inc. | 0.97% | Reduce -1.1% | 45,388 | $2.3M |
| Independent Financial Group, LLC | 0.10% | Add +2.7% | 45,092 | $2.3M |
| JT Stratford LLC | 0.44% | Add +7.3% | 44,267 | $2.2M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Reduce -0.9% | 43,996 | $2.2M |
| KPP Advisory Services LLC | 0.60% | New | 43,491 | $2.2M |
| Tower Wealth Partners, Inc. | 1.41% | Add +4.3% | 43,218 | $2.2M |
| Waterloo Capital, L.P. | 0.28% | Add +54.8% | 43,194 | $2.2M |
| PSI Advisors, LLC | 0.78% | Reduce -13.8% | 43,040 | $2.2M |
| Lifeworks Advisors, LLC | 0.59% | Reduce -8.6% | 42,256 | $2.1M |
| One Capital Management, LLC | 0.08% | Reduce -88.9% | 42,118 | $2.1M |
| Gibbs Wealth Management | 1.21% | — | 42,007 | $2.1M |
| Benjamin Edwards Inc. | 0.42% | Add +20.4% | 41,961 | $2.1M |
| Focus Partners Wealth | 0.02% | Add +17.1% | 41,004 | $2.1M |
| Bridgewealth Advisory Group, LLC | 1.00% | Add +30.6% | 40,710 | $2.0M |
| Burney Co./ | 0.08% | Reduce -18.4% | 39,469 | $2.0M |
| Opal Wealth Advisors, LLC | 0.66% | Add +14.1% | 38,724 | $1.9M |
| Atria Investments, Inc | 0.03% | Add +11.8% | 38,714 | $1.9M |
| Tradewinds Capital Management, LLC | 0.53% | Add +0.2% | 38,428 | $1.9M |
| Tyler-Stone Wealth Management | 0.85% | Reduce -0.6% | 38,108 | $1.9M |
| Platte River Wealth Advisors, LLC | 0.54% | Reduce -1.2% | 37,976 | $1.9M |
| WCG Wealth Advisors LLC | 0.16% | Add +13.1% | 37,663 | $1.9M |
| Eclectic Associates Inc. | 0.86% | Reduce -1.3% | 37,542 | $1.9M |
| Modera Wealth Management, LLC | 0.03% | Reduce -2.5% | 37,060 | $1.9M |
| Redhawk Wealth Advisors, Inc. | 0.30% | New | 36,939 | $1.9M |
| Stonebrook Private Inc. | 0.53% | New | 36,351 | $1.8M |
| PFG Advisors | 0.13% | Reduce -4.2% | 36,307 | $1.8M |
| Foresight Capital Management Advisors, Inc. | 1.38% | New | 36,155 | $1.8M |
| Mason & Associates, LLC | 1.38% | — | 36,155 | $1.8M |
| EP Wealth Advisors, LLC | 0.02% | Add +29.1% | 36,047 | $1.8M |
| Fernwood Investment Management, LLC | 0.52% | No change | 35,757 | $1.8M |
| Relyea Zuckerberg Hanson LLC | 0.31% | Add +0.3% | 35,353 | $1.8M |
| Citizens Financial Group Inc. | 0.06% | Reduce -1.2% | 35,001 | $1.8M |
| Laurel Wealth Advisors LLC | 0.30% | Add +0.2% | 34,922 | $1.7M |
| Advisor OS, LLC | 0.20% | Reduce -32.7% | 34,172 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -6.6% | 33,903 | $1.7M |
| Weitzel Financial Services, Inc. | 0.84% | Reduce -1.1% | 33,482 | $1.7M |
| Chicago Partners Investment Group LLC | 0.07% | Add +6.3% | 34,220 | $1.7M |
| Capital Analysts, LLC | 0.08% | Add +90.0% | 33,050 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +81.6% | 32,778 | $1.6M |
| Park Avenue Securities LLC | 0.02% | Reduce -53.1% | 32,739 | $1.6M |
| Harbour Investments, Inc. | 0.06% | Add +13.7% | 32,614 | $1.6M |
| Gotham Asset Management | 0.02% | New | 32,462 | $1.6M |
| Braun-Bostich & Associates Inc. | 1.35% | Add +52.4% | 32,241 | $1.6M |
| Graypoint LLC | 0.12% | Add +7.9% | 32,024 | $1.6M |
| Index Fund Advisors, Inc. | 0.09% | Reduce -0.6% | 31,944 | $1.6M |
| L.M. Kohn & Company | 0.44% | Reduce -1.1% | 31,478 | $1.6M |
| E&G Advisors, LLC | 0.49% | Add +0.2% | 31,360 | $1.6M |
| AdvisorNet Financial, Inc | 0.15% | Add +9.8% | 30,888 | $1.5M |
| Johnson Investment Counsel Inc. | 0.02% | Add +79.4% | 30,863 | $1.5M |
| Founders Financial Alliance, LLC | 0.46% | Add +126.5% | 30,702 | $1.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.10% | Reduce -3.5% | 30,659 | $1.5M |
| Norden Group LLC | 0.31% | New | 30,644 | $1.5M |
| River Street Advisors LLC | 1.03% | Add +1.5% | 30,513 | $1.5M |
| Invesco Ltd. | 0.00% | Add +0.8% | 30,310 | $1.5M |
| Better Money Decisions, LLC | 1.19% | Add +2.5% | 30,031 | $1.5M |
| Gunma Bank,Ltd. | 0.79% | New | 30,000 | $1.5M |
| Rational Advisors, Inc. | 0.14% | Reduce -27.9% | 29,974 | $1.5M |
| Triton Financial Group Inc | 1.07% | Reduce -10.6% | 29,973 | $1.5M |
| OneAscent Financial Services LLC | 0.16% | Reduce -7.8% | 29,779 | $1.5M |
| Iron Horse Wealth Management, LLC | 0.58% | Add +14.4% | 29,392 | $1.5M |
| Strategic Financial Concepts, LLC | 0.35% | Reduce -4.8% | 29,264 | $1.5M |
| FCG Investment Co | 1.17% | Add +6.2% | 29,113 | $1.5M |
| Lincoln National Corp. | 0.02% | Add +32.6% | 28,589 | $1.4M |
| AQR Capital Management | 0.00% | Add +105.9% | 28,566 | $1.4M |
| Cornerstone Advisors Asset Management, LLC | 0.50% | Add +17.9% | 28,487 | $1.4M |
| Apollon Financial, LLC | 0.49% | Reduce -10.0% | 28,277 | $1.4M |
| WealthShield Partners, LLC | 0.23% | Reduce -9.4% | 28,170 | $1.4M |
| Seven Mile Advisory | 1.06% | No change | 27,960 | $1.4M |
| Lowery Thomas, LLC | 1.06% | Add +0.1% | 27,553 | $1.4M |
| Castleview Partners, LLC | 0.77% | Add +10.4% | 27,423 | $1.4M |
| REDW Wealth LLC | 0.37% | Reduce -0.4% | 27,298 | $1.4M |
| Schrum Private Wealth Management LLC | 1.24% | Add +27.4% | 27,217 | $1.4M |
| Wealth Management Resources, Inc. | 0.37% | Add +15.4% | 26,445 | $1.3M |
| Flagship Private Wealth, LLC | 0.85% | Reduce -12.4% | 26,329 | $1.3M |
| Commonwealth Financial Services, LLC | 0.31% | No change | 28,138 | $1.3M |
| Redwood Financial Network Corp | 1.13% | Reduce -10.2% | 25,989 | $1.3M |
| Dagco, Inc. | 0.59% | New | 25,983 | $1.3M |
| Cary Street Partners Asset Management LLC | 0.20% | Reduce -40.7% | 25,940 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +228.7% | 25,718 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.8% | 25,707 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -81.0% | 25,400 | $1.3M |
| Wealthspire Advisors, LLC | 0.02% | Add +1.6% | 25,018 | $1.3M |
| Foundations Investment Advisors, LLC | 0.03% | Add +10.9% | 24,864 | $1.2M |
| Farther Finance Advisors, LLC | 0.08% | Add +1908.9% | 24,790 | $1.2M |
| Drive Wealth Management, LLC | 0.35% | Reduce -37.0% | 24,593 | $1.2M |
| Capstone Wealth Management Group, LLC | 0.87% | Add +5.4% | 24,202 | $1.2M |
| Householder Group Estate & Retirement Specialist, LLC | 0.35% | Add +15.0% | 23,579 | $1.2M |
| Twin Focus Capital Partners, LLC | 0.22% | Reduce -9.1% | 23,564 | $1.2M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -9.0% | 23,555 | $1.2M |
| Integrity Wealth Solutions LLC | 0.77% | Add +9.8% | 23,441 | $1.2M |
| Sowell Financial Services LLC | 0.06% | Add +0.3% | 23,435 | $1.2M |
| Permanens Capital L.P. | 0.14% | Add +5.6% | 22,689 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +37.0% | 22,443 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.33% | Add +6.5% | 22,294 | $1.1M |
| Independent Advisor Alliance | 0.04% | Add +163.4% | 22,279 | $1.1M |
| 9258 Wealth Management, LLC | 0.17% | Add +8.5% | 22,247 | $1.1M |
| Diversified Portfolios, Inc. | 0.16% | No change | 22,177 | $1.1M |
| Towerpoint Wealth, LLC | 0.56% | Reduce -0.1% | 22,069 | $1.1M |
| M3 Advisory Group, LLC | 0.99% | Add +14.2% | 21,915 | $1.1M |
| Lansing Street Advisors | 0.49% | Add +0.4% | 21,559 | $1.1M |
| Tobias Financial Advisors, Inc. | 0.24% | Reduce -1.2% | 21,180 | $1.1M |
| Centerpoint Advisors, LLC | 0.39% | No change | 20,557 | $1.0M |
| Altman Advisors, Inc. | 0.50% | Add +1.8% | 20,676 | $1.0M |
| Curi Capital, LLC | 0.02% | No change | 19,939 | $999K |
| MAI Capital Management | 0.01% | Add +83.2% | 19,884 | $996K |
| Regal Investment Advisors LLC | 0.07% | Add +22.6% | 19,807 | $992K |
| Guardian Wealth Advisors, LLC | 0.64% | Add +284.5% | 19,804 | $992K |
| Rehmann Capital Advisory Group | 0.07% | Reduce -10.2% | 19,673 | $986K |
| Sequent Asset Management, LLC | 0.52% | Add +5.6% | 19,592 | $982K |
| World Equity Group, Inc. | 0.19% | Reduce -18.1% | 18,676 | $936K |
| Waldron Private Wealth LLC | 0.04% | No change | 18,637 | $934K |
| Garden State Investment Advisory Services LLC | 0.34% | Add +7.6% | 18,666 | $929K |
| Calton & Associates, Inc. | 0.45% | Add +11.7% | 18,540 | $929K |
| Spring Capital Management, LLC | 0.70% | No change | 18,490 | $926K |
| Advisors Capital Management, LLC | 0.02% | Add +0.2% | 18,352 | $919K |
| FirstPurpose Wealth LLC | 0.33% | Add +1.5% | 18,752 | $914K |
| Summit Investment Advisory Services, LLC | 0.54% | Add +13.7% | 18,225 | $913K |
| Regions Financial Corp. | 0.01% | Reduce -2.2% | 18,118 | $908K |
| Greenleaf Trust | 0.01% | Add +0.7% | 17,667 | $885K |
| Baker Tilly Wealth Management, LLC | 0.16% | Reduce -47.4% | 17,623 | $883K |
| Safeguard Financial, LLC | 0.29% | Add +0.1% | 17,581 | $881K |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Reduce -3.6% | 17,331 | $868K |
| BCGM Wealth Management, LLC | 0.31% | Reduce -0.3% | 17,173 | $860K |
| Transcend Capital Advisors, LLC | 0.07% | No change | 17,053 | $854K |
| Innealta Capital, LLC | 0.36% | Reduce -12.8% | 16,981 | $851K |
| Brown Miller Wealth Management, LLC | 0.37% | Add +21.3% | 16,861 | $845K |
| Elevated Capital Advisors, LLC | 0.24% | Add +109.5% | 16,769 | $840K |
| Tempus Wealth Planning, LLC | 0.37% | New | 16,694 | $836K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.41% | Reduce -0.4% | 16,648 | $834K |
| Mason Investment Advisory Services, Inc. | 0.06% | Add +0.3% | 16,420 | $823K |
| AIFG Consultants Ltd. | 0.59% | No change | 16,411 | $822K |
| White Pine Capital LLC | 0.31% | Add +3.0% | 17,092 | $820K |
| Advance Capital Management, Inc. | 0.06% | Reduce -6.7% | 16,348 | $819K |
| Summit Trail Advisors, LLC | 0.02% | Add +0.5% | 16,181 | $811K |
| Blair William & Co. | 0.00% | Add +9.2% | 15,860 | $795K |
| Empirical Asset Management, LLC | 0.38% | Add +7.5% | 15,637 | $783K |
| Argent Advisors, Inc. | 0.31% | No change | 15,634 | $783K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +26.2% | 15,257 | $764K |
| Imprint Wealth LLC | 0.18% | New | 15,322 | $763K |
| LBMC Investment Advisors, LLC | 0.07% | Add +4.2% | 15,175 | $760K |
| Wallington Asset Management, LLC | 0.12% | Add +49.9% | 15,070 | $755K |
| Wealthstream Advisors, Inc. | 0.29% | Reduce -5.8% | 14,992 | $751K |
| Arkadios Wealth Advisors | 0.06% | Reduce -4.8% | 14,953 | $749K |
| Capital Investment Advisory Services, LLC | 0.08% | Add +35.9% | 14,828 | $743K |
| Colonial River Investments, LLC | 0.42% | Reduce -77.7% | 14,742 | $739K |
| Frazier Financial Advisors, LLC | 0.60% | Reduce -10.3% | 14,630 | $733K |
| CAP Partners, LLC | 0.65% | New | 14,601 | $731K |
| Retirement Group, LLC | 0.26% | Add +69.0% | 14,570 | $730K |
| 626 Financial, LLC | 0.44% | No change | 14,377 | $720K |
| Awm Capital, LLC | 0.12% | Add +0.5% | 14,333 | $718K |
| Swmg, LLC | 0.32% | Add +17.7% | 14,263 | $715K |
| WealthPLAN Partners, LLC | 0.07% | Add +3.4% | 14,215 | $712K |
| Mission Wealth Management, LP | 0.02% | New | 14,208 | $712K |
| Pathstone Holdings, LLC | 0.00% | Reduce -21.6% | 14,180 | $710K |
| IMC-Chicago, LLC | 0.02% | Reduce -34.0% | 13,960 | $699K |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 13,897 | $696K |
| Caldwell Trust Co | 0.08% | No change | 13,879 | $695K |
| First National Bank of Omaha | 0.05% | Reduce -2.8% | 13,456 | $687K |
| Lantz Financial LLC | 0.22% | Reduce -5.7% | 13,621 | $682K |
| Altfest L J & Co. Inc. | 0.10% | Add +3.5% | 13,606 | $682K |
| ForthRight Wealth Management, LLC | 0.24% | Add +0.0% | 13,573 | $680K |
| PFG Investments, LLC | 0.04% | Add +62.9% | 13,571 | $680K |
| Glass Jacobson Investment Advisors llc | 0.25% | Add +0.0% | 13,401 | $671K |
| Marion Wealth Management | 0.20% | Add +182.8% | 13,139 | $658K |
| GM Advisory Group, LLC | 0.05% | No change | 13,106 | $657K |
| Castlekeep Investment Advisors LLC | 0.47% | Add +0.1% | 13,069 | $655K |
| Warren Street Wealth Advisors, LLC | 0.32% | Reduce -3.1% | 12,961 | $649K |
| Geller Advisors LLC | 0.05% | No change | 12,938 | $648K |
| Embree Financial Group | 0.13% | Add +0.5% | 12,862 | $644K |
| Certuity, LLC | 0.06% | Add +0.2% | 12,849 | $644K |
| MGB Wealth Management, LLC | 0.26% | Add +0.1% | 12,791 | $641K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.26% | Add +23.8% | 12,731 | $638K |
| Fort Point Capital Partners LLC | 0.09% | Add +0.4% | 12,679 | $635K |
| Hengehold Capital Management LLC | 0.07% | Reduce -29.0% | 12,603 | $631K |
| McDonald Partners LLC | 0.17% | Add +0.0% | 12,196 | $611K |
| Peterson Wealth Advisors, LLC | 0.13% | Add +0.5% | 12,110 | $607K |
| WNY Asset Management, LLC | 0.09% | Reduce -9.2% | 11,999 | $601K |
| Detalus Advisors, LLC | 0.21% | Add +0.0% | 11,962 | $599K |
| HF Advisory Group, LLC | 0.33% | Add +0.1% | 11,882 | $595K |
| Csenge Advisory Group | 0.03% | Reduce -56.3% | 11,694 | $586K |
| Private Client Services, LLC | 0.39% | Add +149.8% | 11,584 | $580K |
| SOA Wealth Advisors, LLC. | 0.12% | New | 11,542 | $578K |
| Nwam LLC | 0.05% | Reduce -20.6% | 11,791 | $576K |
| Intrua Financial, LLC | 0.09% | Reduce -79.5% | 11,457 | $574K |
| MKT Advisors LLC | 0.31% | New | 11,779 | $574K |
| Beacon Financial Group | 0.07% | No change | 11,352 | $569K |
| Community Bank, N.A. | 0.07% | Reduce -2.8% | 11,348 | $568K |
| Lanark Financial, Inc. | 0.05% | Add +0.7% | 11,336 | $567K |
| Cowa, LLC | 0.33% | Reduce -28.8% | 11,295 | $566K |
| Tilson Financial Group, Inc. | 0.30% | Reduce -14.1% | 11,216 | $562K |
| Concourse Financial Group Securities, Inc. | 0.04% | Reduce -37.1% | 11,212 | $562K |
| Fortis Group Advisors, LLC | 0.10% | Add +6.5% | 11,207 | $561K |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.3% | 11,175 | $560K |
| Mma Asset Management LLC | 0.26% | Reduce -26.1% | 11,150 | $559K |
| Investments & Financial Planning, LLC | 0.38% | Reduce -0.2% | 11,075 | $555K |
| Advisory Services Network, LLC | 0.01% | Add +116.6% | 11,067 | $554K |
| Kraematon Investment Advisors, Inc. | 0.56% | Reduce -0.6% | 11,015 | $552K |
| Diversified, LLC | 0.08% | New | 10,997 | $551K |
| Twin Capital Management Inc. | 0.07% | Add +0.3% | 10,783 | $540K |
| Sanchez Wealth Management Group | 0.18% | Reduce -97.8% | 10,761 | $539K |
| Integrated Advisors Network LLC | 0.03% | Reduce -1.9% | 10,511 | $527K |
| Financial Insights, Inc. | 0.15% | Reduce -1.9% | 10,485 | $525K |
| Truepoint, Inc. | 0.01% | New | 10,368 | $519K |
| NBT Bank, N.A. | 0.04% | Add +2130.9% | 10,307 | $516K |
| Snowden Capital Advisors LLC | 0.02% | Add +2.7% | 10,285 | $515K |
| Crescent Sterling, Ltd. | 0.47% | Add +0.3% | 10,273 | $515K |
| HBK Sorce Advisory LLC | 0.02% | New | 10,129 | $507K |
| Cibc World Market Inc. | 0.00% | Add +108.7% | 10,121 | $507K |
| Carnegie Investment Counsel | 0.02% | Add +2.0% | 10,104 | $506K |
| HUB Investment Partners, LLC | 0.03% | Add +93.8% | 10,058 | $504K |
| Schechter Investment Advisors, LLC | 0.04% | Reduce -3.1% | 10,025 | $502K |
| Coordinated Financial Services, Inc. | 0.44% | — | 10,001 | $501K |
| Sage Mountain Advisors LLC | 0.05% | Add +105.2% | 9,878 | $495K |
| Wallace Advisory Group, LLC | 0.37% | Reduce -8.8% | 10,517 | $490K |
| SpiderRock Advisors, LLC | 0.02% | — | 10,000 | $487K |
| Citigroup Inc. | 0.00% | Add +1370.3% | 9,689 | $485K |
| Jacobi Capital Management LLC | 0.04% | Reduce -94.5% | 9,675 | $485K |
| Arbor Wealth Advisors LLC | 0.46% | No change | 9,650 | $483K |
| HBW Advisory Services LLC | 0.09% | No change | 10,262 | $479K |
| Strategic Blueprint, LLC | 0.03% | Add +20.3% | 9,556 | $479K |
| MBL Wealth, LLC | 0.05% | Add +15.7% | 9,472 | $475K |
| Ironwood Financial, llc | 0.11% | Add +1.2% | 9,447 | $473K |
| Confluence Wealth Services, Inc. | 0.04% | New | 9,439 | $473K |
| Acorn Wealth Advisors, LLC | 0.24% | No change | 9,337 | $468K |
| Aviso Wealth Management | 0.29% | Reduce -6.0% | 9,328 | $467K |
| Centaurus Financial, Inc. | 0.03% | Add +16.3% | 9,310 | $466K |
| Darrow Company, Inc. | 0.30% | New | 9,298 | $466K |
| Fiduciary Group, LLC | 0.05% | Add +11.2% | 9,261 | $464K |
| Oarsman Capital, Inc. | 0.11% | Reduce -31.8% | 9,139 | $458K |
| TrinityPoint Wealth, LLC | 0.08% | Add +21.8% | 9,115 | $457K |
| Investment Partners, LTD. | 0.20% | No change | 9,002 | $451K |
| Somerset Trust Co | 0.18% | Reduce -0.6% | 8,913 | $447K |
| Fisher Asset Management | 0.00% | New | 8,911 | $446K |
| Inspire Advisors, LLC | 0.06% | Add +9.2% | 8,908 | $446K |
| Orange Investment Advisors, Inc. | 0.05% | Reduce -24.7% | 8,905 | $446K |
| Trueblood Wealth Management, LLC | 0.25% | Add +2.5% | 8,885 | $445K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -0.9% | 8,809 | $441K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -12.3% | 8,781 | $440K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | New | 8,670 | $434K |
| Compound Planning, Inc. | 0.04% | Reduce -55.6% | 8,634 | $433K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +34.2% | 8,617 | $432K |
| Neuberger Berman Group LLC | 0.00% | Reduce -23.7% | 8,500 | $426K |
| Coppell Advisory Solutions Corp. | 0.08% | — | 8,463 | $424K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 8,383 | $420K |
| DGS Capital Management, LLC | 0.12% | Add +38.4% | 8,293 | $415K |
| Moors & Cabot, Inc. | 0.02% | Add +21.7% | 8,291 | $415K |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 8,270 | $414K |
| Bremer Bank National Association | 0.08% | Reduce -7.2% | 8,162 | $409K |
| Wolf Group Capital Advisors | 0.19% | No change | 9,465 | $409K |
| Soltis Investment Advisors LLC | 0.05% | Reduce -2.9% | 8,145 | $408K |
| CreativeOne Wealth, LLC | 0.02% | New | 8,096 | $406K |
| Twelve Points Wealth Management LLC | 0.15% | No change | 8,081 | $405K |
| Cape Investment Advisory, Inc. | 0.19% | Add +2.5% | 8,041 | $403K |
| AlphaMark Advisors, LLC | 0.14% | Add +114.5% | 8,011 | $401K |
| Frisch Financial Group, Inc. | 0.13% | Add +0.5% | 7,982 | $400K |
| Emergent Wealth Advisors, LLC | 0.34% | New | 7,974 | $399K |
| Clarity Capital Advisors, LLC | 0.32% | Add +0.5% | 7,932 | $397K |
| Hoge Financial Services, LLC | 0.32% | Add +0.5% | 7,895 | $396K |
| Erickson Financial Group, LLC | 0.31% | Add +0.6% | 7,863 | $394K |
| MCF Advisors LLC | 0.03% | No change | 7,767 | $389K |
| Sei Investments Co. | 0.00% | Add +25.4% | 7,666 | $384K |
| Lion Street Advisors, LLC | 0.16% | No change | 8,234 | $384K |
| Sterling Investment Counsel, LLC | 0.18% | Reduce -2.4% | 7,637 | $383K |
| Smallwood Wealth Investment Management, LLC | 0.29% | No change | 7,592 | $380K |
| Accurate Wealth Management, LLC | 0.11% | Add +56.2% | 7,925 | $379K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -4.8% | 7,558 | $379K |
| Northeast Investment Management | 0.02% | No change | 7,532 | $377K |
| Iowa State Bank | 0.08% | No change | 7,400 | $371K |
| Cahaba Wealth Management, Inc. | 0.03% | No change | 7,359 | $369K |
| Ballast, Inc. | 0.12% | Add +1.1% | 7,346 | $368K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -19.9% | 7,345 | $368K |
| Cascade Investment Advisors, Inc. | 0.24% | Add +3.5% | 7,330 | $367K |
| Kovack Advisors, Inc. | 0.04% | Add +7.0% | 7,258 | $364K |
| FWG Investments, LLC. | 0.39% | Add +0.5% | 7,227 | $362K |
| Invera Wealth Advisors, LLC | 0.30% | Reduce -3.5% | 7,460 | $354K |
| Retirement Planning Co of New England, Inc. | 0.19% | Add +0.1% | 7,063 | $354K |
| Richard W. Paul & Associates, LLC | 0.14% | Reduce -12.3% | 7,057 | $354K |
| Narus Financial Partners, LLC | 0.15% | Add +2.7% | 7,049 | $353K |
| Tidemark, LLC | 0.20% | Add +55.0% | 7,041 | $353K |
| Accel Wealth Management | 0.15% | Add +13.5% | 7,002 | $351K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -1.4% | 6,903 | $346K |
| Vawter Financial, Ltd. | 0.25% | Reduce -1.1% | 6,865 | $344K |
| Citadel Advisors | 0.00% | New | 6,860 | $344K |
| Mustard Seed Financial, LLC | 0.34% | Add +2.5% | 6,852 | $343K |
| Phillips Financial Management, LLC | 0.03% | No change | 6,782 | $340K |
| Simplicity Wealth,LLC | 0.01% | New | 6,756 | $338K |
| GC Wealth Management RIA, LLC | 0.07% | No change | 6,753 | $338K |
| Greystone Financial Group, LLC | 0.07% | Reduce -78.7% | 6,677 | $335K |
| Zega Financial, LLC | 0.14% | Reduce -12.3% | 6,663 | $334K |
| Focused Wealth Management, Inc | 0.05% | Reduce -0.6% | 6,598 | $331K |
| Grandview Asset Management LLC | 0.15% | Add +0.7% | 6,595 | $330K |
| Sharper & Granite LLC | 0.16% | Reduce -17.5% | 6,695 | $330K |
| Old Second National Bank of Aurora | 0.09% | Reduce -1.8% | 6,567 | $329K |
| Rossmore Private Capital | 0.04% | No change | 6,538 | $328K |
| MB Generational Wealth, LLC | 0.26% | Add +34.4% | 8,640 | $327K |
| Signal Advisors Wealth, LLC | 0.08% | New | 6,498 | $326K |
| Brio Consultants, LLC | 0.05% | Reduce -11.6% | 6,489 | $325K |
| Heritage Wealth Management, Inc. | 0.32% | Reduce -3.3% | 6,409 | $321K |
| Smithfield Trust Co | 0.02% | No change | 6,400 | $321K |
| Herold Advisors, Inc. | 0.08% | New | 6,403 | $321K |
| Lantern Wealth Advisors, LLC | 0.23% | New | 6,403 | $321K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.8% | 6,375 | $319K |
| Ballentine Partners, LLC | 0.01% | Reduce -28.7% | 6,354 | $318K |
| Mission Creek Capital Partners, Inc. | 0.08% | Reduce -1.2% | 6,274 | $314K |
| Arrowroot Family Office, LLC | 0.20% | Reduce -2.6% | 6,215 | $311K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -94.4% | 6,208 | $311K |
| Proquility Private Wealth Partners, LLC | 0.11% | New | 6,197 | $310K |
| Stiles Financial Services Inc | 0.12% | Add +7.4% | 6,106 | $306K |
| Berkeley, Inc | 0.19% | No change | 6,104 | $306K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | Reduce -13.3% | 6,080 | $305K |
| Security Financial Services, INC. | 0.07% | New | 5,956 | $298K |
| Pinion Investment Advisors, LLC | 0.15% | New | 5,918 | $296K |
| GoalVest Advisory LLC | 0.10% | New | 5,918 | $296K |
| Keybank National Association | 0.00% | Add +17.0% | 5,899 | $296K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -18.0% | 5,810 | $291K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -21.5% | 5,802 | $291K |
| GTS Securities LLC | 0.01% | Reduce -50.6% | 5,783 | $290K |
| Savvy Advisors, Inc. | 0.17% | New | 5,764 | $289K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Add +3.7% | 5,743 | $288K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -93.8% | 6,920 | $286K |
| Concord Wealth Partners | 0.05% | Add +14.3% | 5,658 | $283K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 5,614 | $281K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -17.4% | 5,613 | $281K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -25.5% | 5,589 | $280K |
| Essex Bank | 0.08% | No change | 5,985 | $279K |
| T. Rowe Price Associates Inc. | 0.00% | New | 5,535 | $278K |
| Tranquility Partners, LLC | 0.11% | No change | 5,471 | $274K |
| ETF Store, Inc. | 0.16% | New | 5,469 | $274K |
| Empower Advisory Group, LLC | 0.00% | Add +5.2% | 5,467 | $274K |
| Interchange Capital Partners, LLC | 0.18% | Add +0.4% | 5,403 | $271K |
| Gill Capital Partners, LLC | 0.11% | No change | 5,622 | $270K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -1.3% | 5,344 | $268K |
| Traynor Capital Management, Inc. | 0.03% | New | 5,329 | $267K |
| Provenance Wealth Advisors, LLC | 0.04% | Reduce -99.6% | 5,211 | $261K |
| Goldstein Advisors, LLC | 0.04% | Reduce -6.4% | 5,179 | $259K |
| Aspen Wealth Management LLC | 0.10% | Reduce -34.6% | 5,167 | $259K |
| Financial Management Network Inc. | 0.06% | New | 5,252 | $257K |
| Cambridge Advisors Inc. | 0.06% | No change | 5,130 | $257K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 5,118 | $256K |
| Northwest Capital Management Inc | 0.08% | Add +0.8% | 5,062 | $254K |
| Droms Strauss Advisors Inc. /Mo/ | 0.09% | No change | 5,021 | $252K |
| Tactive Advisors, LLC | 0.13% | New | 5,000 | $251K |
| LCNB Corp. | 0.09% | No change | 5,000 | $251K |
| JMG Financial Group, Ltd. | 0.01% | New | 4,964 | $249K |
| Chicago Wealth Management, Inc. | 0.15% | No change | 4,949 | $248K |
| Everhart Financial Group, Inc. | 0.07% | Reduce -10.8% | 4,932 | $247K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 4,930 | $247K |
| Venture Visionary Partners LLC | 0.01% | Add +0.1% | 4,873 | $244K |
| SFG Wealth Management, LLC. | 0.14% | Reduce -3.6% | 4,841 | $243K |
| TAP Consulting, LLC | 0.05% | Reduce -77.4% | 4,757 | $238K |
| MSH Capital Advisors LLC | 0.08% | No change | 4,747 | $238K |
| Fusion Family Wealth, LLC | 0.02% | No change | 4,706 | $236K |
| QRG Capital Management, Inc. | 0.00% | Reduce -34.8% | 4,677 | $234K |
| Valued Retirements, Inc. | 0.37% | No change | 4,631 | $232K |
| United Advisor Group, LLC | 0.09% | New | 4,560 | $228K |
| Florida Trust Wealth Management Co | 0.01% | New | 4,546 | $228K |
| Fagan Associates, Inc. | 0.04% | New | 4,523 | $227K |
| Bill Few Associates, Inc. | 0.09% | Reduce -5.8% | 4,520 | $226K |
| Consolidated Portfolio Review Corp | 0.06% | Reduce -3.5% | 4,511 | $226K |
| Integrated Capital Management, Inc. | 0.18% | Add +1.6% | 4,482 | $225K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -2.8% | 4,468 | $224K |
| Norris Perne & French LLP | 0.02% | No change | 4,451 | $223K |
| Apella Capital, LLC | 0.01% | Reduce -13.3% | 4,498 | $222K |
| Valley National Advisers Inc. | 0.03% | No change | 4,352 | $218K |
| Vista Investment Management | 0.09% | Reduce -8.3% | 4,327 | $217K |
| SMART Wealth LLC | 0.10% | New | 4,315 | $216K |
| VCI Wealth Management LLC | 0.15% | Reduce -6.6% | 4,299 | $215K |
| Victory Financial Group, LLC | 0.13% | Reduce -21.0% | 4,293 | $215K |
| Howard Capital Management Group, LLC | 0.02% | New | 4,273 | $214K |
| Hirtle & Co., LLC | 0.01% | Reduce -8.8% | 4,259 | $213K |
| Forza Wealth Management, LLC | 0.11% | New | 4,165 | $209K |
| Formidable Asset Management, LLC | 0.03% | New | 4,105 | $206K |
| Winch Advisory Services, LLC | 0.06% | Add +0.5% | 4,029 | $202K |
| Paradigm, Strategies in Wealth Management, LLC | 0.12% | New | 4,000 | $200K |
| LexAurum Advisors, LLC | 0.05% | New | 4,000 | $200K |
| Glassman Wealth Services | 0.04% | Add +59.0% | 3,833 | $192K |
| Atwood & Palmer Inc. | 0.01% | No change | 3,765 | $189K |
| NFSG Corp | 0.08% | Reduce -31.7% | 3,685 | $185K |
| Qube Research & Technologies Ltd | 0.00% | Add +167.5% | 3,638 | $182K |
| Rothschild Investment LLC | 0.01% | New | 3,504 | $176K |
| LGT Financial Advisors LLC | 0.20% | New | 3,485 | $175K |
| Evermay Wealth Management LLC | 0.03% | Add +8.8% | 3,459 | $173K |
| Brown, Lisle/Cummings, Inc. | 0.06% | Add +76.9% | 3,450 | $173K |
| Tucker Asset Management LLC | 0.04% | New | 3,346 | $168K |
| PrairieView Partners, LLC | 0.02% | No change | 3,165 | $159K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 3,155 | $158K |
| Pin Oak Investment Advisors Inc. | 0.15% | No change | 3,026 | $152K |
| Signaturefd, LLC | 0.00% | Reduce -7.4% | 2,960 | $148K |
| Colonial Trust Co / SC | 0.03% | No change | 2,800 | $140K |
| Operose Advisors LLC | 0.05% | New | 2,787 | $140K |
| JFS Wealth Advisors, LLC | 0.01% | Add +8.5% | 2,781 | $139K |
| Bogart Wealth, LLC | 0.01% | No change | 2,743 | $137K |
| Ancora Advisors LLC | 0.00% | Reduce -3.3% | 2,485 | $124K |
| GeoWealth Management, LLC | 0.00% | Add +1554.9% | 2,383 | $119K |
| Thompson Investment Management, Inc. | 0.02% | Reduce -8.0% | 2,302 | $115K |
| Cedar Wealth Management, LLC | 0.04% | Add +7.0% | 2,280 | $114K |
| Mather Group, Llc. | 0.00% | New | 2,365 | $110K |
| Heritage Wealth Advisors | 0.01% | No change | 2,200 | $110K |
| Aspire Private Capital, LLC | 0.03% | New | 2,137 | $107K |
| Trust Co. of Vermont | 0.01% | No change | 2,048 | $103K |
| Ballast Advisors LLC | 0.03% | Reduce -25.1% | 2,038 | $102K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,006 | $101K |
| Main Street Group, LTD | 0.05% | Add +0.6% | 1,991 | $99K |
| Coston, McIsaac & Partners | 0.03% | No change | 1,917 | $96K |
| Wetzel Investment Advisors, Inc. | 0.06% | No change | 2,022 | $96K |
| Bare Financial Services, Inc | 0.09% | New | 2,000 | $96K |
| Halpern Financial, Inc. | 0.03% | No change | 1,850 | $91K |
| Private Ocean, LLC | 0.01% | Add +32.0% | 1,685 | $84K |
| Future Financial Wealth Managment LLC | 0.06% | New | 1,627 | $82K |
| National Bank of Canada | 0.00% | Add +1568.8% | 1,602 | $79K |
| Beacon Capital Management, LLC | 0.02% | Add +12825.0% | 1,551 | $78K |
| Transcendent Capital Group LLC | 0.04% | New | 1,496 | $75K |
| Nvwm, LLC | 0.02% | No change | 1,461 | $73K |
| Register Financial Advisors LLC | 0.04% | No change | 1,385 | $69K |
| Family Manage LLC | 0.01% | No change | 1,266 | $63K |
| Westside Investment Management, Inc. | 0.02% | Reduce -4.8% | 1,257 | $63K |
| Optimum Investment Advisors | 0.03% | No change | 1,200 | $60K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -20.5% | 1,191 | $60K |
| Spotlight Asset Group, Inc. | 0.04% | No change | 1,188 | $60K |
| McClarren Financial Advisors, Inc. | 0.04% | No change | 1,155 | $58K |
| Gradient Investments LLC | 0.00% | Reduce -73.6% | 1,152 | $58K |
| Abich Financial Wealth Management LLC | 0.04% | Add +155.6% | 1,145 | $57K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,122 | $56K |
| Atlas Capital Advisors Inc. | 0.01% | Add +3.8% | 1,095 | $55K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -70.6% | 1,076 | $54K |
| Asset Dedication, LLC | 0.00% | No change | 1,049 | $53K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,000 | $50K |
| Highline Wealth Partners LLC | 0.02% | Add +92.8% | 991 | $50K |
| Realta Investment Advisors | 0.01% | New | 974 | $49K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 913 | $46K |
| Tortoise Investment Management, LLC | 0.01% | No change | 900 | $45K |
| Jones Financial Companies LLLP | 0.00% | New | 864 | $43K |
| Grand Wealth Management, LLC | 0.02% | No change | 841 | $42K |
| Voisard Asset Management Group, Inc. | 0.02% | No change | 831 | $42K |
| Clearstead Advisors, LLC | 0.00% | No change | 822 | $41K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 759 | $38K |
| Costello Asset Management, INC | 0.03% | New | 747 | $37K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -12.9% | 746 | $37K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 739 | $37K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -20.0% | 726 | $36K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +15.5% | 699 | $35K |
| Salem Investment Counselors Inc. | 0.00% | New | 693 | $35K |
| Wolff Wiese Magana LLC | 0.03% | No change | 653 | $33K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 613 | $31K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 591 | $30K |
| Crewe Advisors LLC | 0.00% | New | 570 | $29K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 569 | $29K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 544 | $27K |
| Continuum Advisory, LLC | 0.00% | Reduce -94.5% | 535 | $26K |
| American National Bank & Trust | 0.00% | No change | 513 | $26K |
| CVA Family Office, LLC | 0.00% | No change | 480 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -1.5% | 467 | $23K |
| Hartford Financial Management Inc. | 0.00% | Reduce -31.7% | 459 | $23K |
| Principal Securities, Inc. | 0.00% | Reduce -99.9% | 449 | $22K |
| Deutsche Bank AG | 0.00% | Add +17.1% | 410 | $21K |
| Woodmont Investment Counsel LLC | 0.00% | New | 400 | $20K |
| FAS Wealth Partners, Inc. | 0.00% | New | 399 | $20K |
| Game Plan Financial Advisors, LLC | 0.01% | New | 375 | $19K |
| Creekmur Asset Management LLC | 0.01% | Reduce -55.1% | 353 | $18K |
| BlackRock Inc. | 0.00% | New | 348 | $17K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 340 | $17K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 328 | $16K |
| Impact Partnership Wealth, LLC | 0.01% | Add +0.3% | 326 | $16K |
| TCTC Holdings, LLC | 0.00% | New | 325 | $16K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 315 | $16K |
| City Holding Co. | 0.00% | No change | 315 | $16K |
| Parkside Financial Bank & Trust | 0.00% | No change | 281 | $14K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 275 | $14K |
| Sound Income Strategies, LLC | 0.00% | No change | 260 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 259 | $13K |
| Paladin Advisory Group, LLC | 0.01% | Reduce -9.6% | 254 | $13K |
| Abound Wealth Management | 0.00% | Reduce -34.2% | 252 | $13K |
| Ransom Advisory, Ltd | 0.01% | — | 250 | $13K |
| Goodman Advisory Group, LLC | 0.00% | No change | 245 | $12K |
| Horizon Bancorp Inc. | 0.01% | No change | 240 | $12K |
| WASHINGTON TRUST Co | 0.00% | No change | 225 | $11K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 178 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | New | 174 | $9K |
| Kelly Financial Services LLC | 0.00% | Reduce -99.1% | 163 | $8K |
| Global Wealth Strategies & Associates | 0.00% | New | 152 | $8K |
| Cambridge Trust Co. | 0.00% | No change | 120 | $6K |
| Anfield Capital Management, LLC | 0.00% | New | 118 | $6K |
| Arax Advisory Partners | 0.00% | Reduce -57.5% | 110 | $6K |
| M&R Capital Management Inc. | 0.00% | Add +6.0% | 106 | $5K |
| Versant Capital Management, Inc | 0.00% | Reduce -27.0% | 84 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 80 | $4K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 78 | $4K |
| Stone House Investment Management, LLC | 0.00% | No change | 60 | $3K |
| Hanson & Doremus Investment Management | 0.00% | New | 51 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 60 | $3K |
| Palisade Asset Management, LLC | 0.00% | New | 59 | $3K |
| Financial Perspectives, Inc | 0.00% | Add +1.8% | 57 | $3K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -28.6% | 40 | $2K |
| Tompkins Financial Corp. | 0.00% | Add +88.9% | 34 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -86.0% | 14 | $701 |
| Founders Capital Management | 0.00% | No change | 4 | $207 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $152 |
| Parallel Advisors, LLC | 0.00% | Reduce -99.9% | 1 | $50 |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $50 |
"% of holder's portfolio" is SPYV's weight in each manager's 13F, not the share of SS SPDR P S&P 500 Value ETF the manager owns.