SS SPDR P S&P 500 Value ETFSPYVETF
13F holders, Q2 2024 (June 30)900holders +47
74new positions
38sold out
7famous investors
$48.62avg. 13F price*
At the end of Q2 2024, 900 institutions reported holding SS SPDR P S&P 500 Value ETF (SPYV) in their 13F filings, up 47 from Q1 2024. 74 opened new positions and 38 sold out. The largest holders were Financial Engines Advisors L.L.C. ($3.7B), LPL Financial LLC ($1.8B) and Allworth Financial LP ($995.8M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS SPDR P S&P 500 Value ETF
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78464A508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $108.2M |
| Exits | 38 | $75.8M |
All 13F filers, Q1 2024 → Q2 2024: 19,136,096 shares bought and 13,079,192 shares sold, net +6,056,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 900 holders
| Financial Engines Advisors L.L.C. | 8.15% | Add +1.8% | 75,224,564 | $3.7B |
| LPL Financial LLC | 0.87% | Add +7.6% | 35,973,940 | $1.8B |
| Allworth Financial LP | 6.42% | Add +2.3% | 19,839,651 | $995.8M |
| Morgan Stanley | 0.03% | Reduce -11.0% | 8,891,104 | $433.4M |
| Valmark Advisers, Inc. | 6.09% | Reduce -1.1% | 7,351,371 | $358.3M |
| Ameriprise Financial Inc. | 0.08% | Add +1.4% | 6,271,738 | $305.7M |
| Bank of America Corp. | 0.03% | Add +1.5% | 6,061,913 | $295.5M |
| UBS Group AG | 0.09% | Reduce -3.3% | 6,030,225 | $293.9M |
| JPMorgan Chase & Co. | 0.02% | Add +3.9% | 5,282,928 | $257.5M |
| Advisory Alpha, LLC | 8.43% | Add +13.2% | 4,388,367 | $213.9M |
| Envestnet Asset Management Inc. | 0.07% | Add +4.4% | 4,378,992 | $213.4M |
| NorthRock Partners, LLC | 7.75% | Add +3.9% | 4,226,718 | $206.0M |
| Raymond James Financial Services Advisors, Inc. | 0.29% | Add +0.7% | 4,204,755 | $204.9M |
| Cwm, LLC | 0.95% | Reduce -15.9% | 4,139,521 | $201.8M |
| Royal Bank of Canada | 0.05% | Add +25.7% | 3,988,437 | $194.4M |
| Franklin Resources Inc. | 0.06% | Add +5.7% | 3,862,147 | $188.2M |
| Willis Johnson & Associates, Inc. | 15.27% | Add +2.6% | 3,820,444 | $186.2M |
| Horizon Investments, LLC | 5.04% | Reduce -36.2% | 3,742,114 | $182.4M |
| Equitable Holdings, Inc. | 1.92% | Reduce -1.5% | 3,740,070 | $182.3M |
| Townsquare Capital LLC | 2.35% | Add +42.0% | 3,536,105 | $172.3M |
| Dynasty Wealth Management, LLC | 4.71% | Add +7.3% | 3,274,949 | $159.6M |
| Tiaa Trust, National Association | 0.49% | Add +2.5% | 3,255,260 | $158.7M |
| Quotient Wealth Partners, LLC | 5.36% | Add +7.2% | 3,142,304 | $153.2M |
| Cerity Partners LLC | 0.41% | Add +1.1% | 3,130,265 | $152.6M |
| Nicolet Advisory Services, LLC | 14.44% | Add +1.2% | 3,067,430 | $150.7M |
| Betterment LLC | 0.38% | Reduce -4.3% | 3,008,399 | $146.6M |
| Osaic Holdings, Inc. | 0.34% | Add +0.1% | 2,957,538 | $144.2M |
| Bank of New York Mellon Corp | 0.03% | Reduce -7.6% | 2,747,527 | $133.9M |
| Private Advisor Group, LLC | 0.86% | Add +13.3% | 2,639,757 | $128.7M |
| Cetera Investment Advisers | 0.28% | Reduce -2.1% | 2,476,597 | $120.7M |
| Connecticut Wealth Management, LLC | 6.13% | Add +2.3% | 2,436,235 | $118.7M |
| First National Trust Co | 4.53% | Reduce -9.3% | 2,259,519 | $110.1M |
| Lutz Financial Services LLC | 9.37% | Reduce -0.1% | 2,206,806 | $107.6M |
| Simon Quick Advisors, LLC | 6.71% | Add +0.5% | 1,950,431 | $95.1M |
| Flputnam Investment Management Co. | 1.71% | Add +1.5% | 1,871,634 | $91.2M |
| HighTower Advisors, LLC | 0.14% | Add +2.9% | 1,816,869 | $88.5M |
| Mariner, LLC | 0.17% | Reduce -9.4% | 1,769,370 | $86.2M |
| Gerber Kawasaki Wealth & Investment Management | 4.24% | Add +8.0% | 1,738,665 | $84.7M |
| Old National Bancorp | 1.90% | Add +2.1% | 1,659,431 | $80.9M |
| KWB Wealth | 11.00% | Reduce -2.4% | 1,595,924 | $80.0M |
| N.E.W. Advisory Services LLC | 8.31% | Add +0.6% | 1,580,951 | $77.1M |
| Angeles Wealth Management, LLC | 7.19% | Reduce -2.1% | 1,572,352 | $76.6M |
| AE Wealth Management LLC | 0.77% | Add +3.8% | 1,569,238 | $76.5M |
| AlphaStar Capital Management, LLC | 6.92% | Add +28.5% | 1,536,179 | $74.9M |
| Magnus Financial Group LLC | 8.34% | Add +0.5% | 1,517,775 | $74.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.4% | 1,481,490 | $72.2M |
| Janney Montgomery Scott LLC | 0.22% | Add +7.0% | 1,462,718 | $71.3M |
| Octavia Wealth Advisors, LLC | 9.57% | Add +6.0% | 1,440,892 | $70.2M |
| Elevation Point Wealth Partners, LLC | 5.31% | Add +0.5% | 1,373,876 | $67.0M |
| Stifel Financial Corp. | 0.07% | Add +3.0% | 1,257,527 | $61.3M |
| Wells Fargo & Company | 0.02% | Reduce -9.6% | 1,235,558 | $60.2M |
| Commonwealth Equity Services, LLC | 0.09% | Add +18.1% | 1,219,518 | $59.4M |
| Nottingham Advisors, Inc. | 6.81% | Reduce -0.1% | 1,178,488 | $57.4M |
| Klingman & Associates, LLC | 3.67% | Reduce -0.7% | 1,113,792 | $54.3M |
| FMR LLC | 0.00% | Reduce -1.0% | 1,101,343 | $53.7M |
| Nicolet Bankshares Inc. | 11.10% | Reduce -1.6% | 1,085,792 | $52.9M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +4.8% | 1,062,107 | $51.8M |
| Good Life Advisors, LLC | 4.25% | Add +8.3% | 1,057,125 | $51.5M |
| Flagship Harbor Advisors, LLC | 2.96% | Add +7.1% | 1,011,217 | $49.3M |
| Roberts Financial Services LLC | 9.18% | Reduce -39.3% | 936,636 | $45.7M |
| Arrow Financial Corp | 4.37% | Reduce -5.9% | 918,440 | $44.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +41.2% | 886,867 | $43.2M |
| Whitcomb & Hess, Inc. | 13.43% | Add +2.6% | 884,536 | $43.1M |
| Accredited Investors Inc. | 2.67% | Reduce -3.3% | 879,297 | $42.9M |
| Compton Financial Group, LLC | 13.70% | Reduce -1.0% | 865,672 | $42.2M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +1.4% | 822,699 | $40.1M |
| IHT Wealth Management, LLC | 1.50% | Reduce -1.6% | 822,330 | $40.1M |
| Facet Wealth, Inc. | 1.20% | Reduce -4.8% | 768,339 | $39.2M |
| Benjamin F. Edwards & Company, Inc. | 0.68% | Add +4.6% | 787,991 | $38.4M |
| Perennial Investment Advisors, LLC | 5.48% | Add +0.1% | 785,822 | $38.3M |
| Creative Financial Designs Inc. | 3.30% | Add +6.2% | 760,864 | $37.1M |
| Balanced Wealth Group LLC | 16.62% | Reduce -1.2% | 1,519,183 | $36.5M |
| Prudential Financial Inc. | 0.05% | Add +0.8% | 731,402 | $35.6M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -2.4% | 729,164 | $35.5M |
| Alera Investment Advisors, LLC | 4.27% | Reduce -19.4% | 728,249 | $35.5M |
| CoreCap Advisors, LLC | 3.68% | Reduce -18.1% | 726,295 | $35.4M |
| Williams Financial, LLC | 22.38% | Add +0.6% | 689,786 | $33.6M |
| Raymond James & Associates | 0.02% | Add +2.5% | 684,073 | $33.3M |
| Founders Financial Securities LLC | 3.07% | Reduce -4.5% | 666,771 | $32.5M |
| Measured Wealth Private Client Group, LLC | 11.41% | Reduce -3.0% | 666,583 | $32.5M |
| Signet Financial Management, LLC | 4.20% | Add +3.4% | 638,489 | $31.1M |
| MML Investors Services, LLC | 0.13% | Add +3.5% | 635,744 | $31.0M |
| Woodard & Co. Asset Management Group Inc. | 7.59% | Add +9.5% | 624,452 | $30.4M |
| Corient Private Wealth LP | 0.05% | Reduce -4.7% | 622,641 | $30.3M |
| Avior Wealth Management, LLC | 1.23% | Add +17.8% | 587,041 | $28.6M |
| BIP Wealth, LLC | 2.34% | Reduce -11.9% | 586,186 | $28.6M |
| Tradewinds Capital Management, LLC | 8.40% | Add +1419.8% | 584,018 | $28.5M |
| Avantax Planning Partners, Inc. | 0.91% | Reduce -4.2% | 583,706 | $28.4M |
| Inspirion Wealth Advisors, LLC | 4.32% | Reduce -1.1% | 578,909 | $28.2M |
| CGN Advisors LLC | 3.26% | Add +31.6% | 574,621 | $28.0M |
| Vicus Capital | 2.50% | Add +2.2% | 567,399 | $27.7M |
| Edmonds Duncan Registered Investment Advisors, LLC | 6.68% | Reduce -4.8% | 561,922 | $27.4M |
| Northern Trust Corp. | 0.00% | Add +0.3% | 557,439 | $27.2M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -30.0% | 548,623 | $26.8M |
| Tennessee Valley Asset Management Partners | 4.99% | Add +1.8% | 546,300 | $26.6M |
| Riversedge Advisors, LLC | 6.35% | Reduce -0.6% | 534,521 | $26.1M |
| Choice Wealth Advisors LLC | 13.74% | Add +0.6% | 531,403 | $25.9M |
| Tsfg, LLC | 5.92% | Add +18.4% | 519,404 | $25.3M |
| Kestra Advisory Services, LLC | 0.14% | Add +207.7% | 497,172 | $24.2M |
| Brandywine Oak Private Wealth LLC | 2.49% | Add +5.8% | 496,519 | $24.2M |
| Rodgers & Associates, LTD | 3.11% | Reduce -1.0% | 496,369 | $24.2M |
| Geneos Wealth Management Inc. | 1.07% | Add +6.9% | 494,327 | $24.1M |
| Merit Financial Group, LLC | 0.52% | Reduce -1.9% | 486,245 | $23.7M |
| ERn Financial, LLC | 3.93% | Reduce -6.1% | 486,001 | $23.7M |
| Western Wealth Management, LLC | 1.74% | Add +7.5% | 480,422 | $23.4M |
| Stratos Wealth Partners, LTD. | 0.37% | Add +16.7% | 464,395 | $22.6M |
| First Command Advisory Services, Inc. | 0.23% | Reduce -4.0% | 460,630 | $22.5M |
| Convergence Financial, LLC | 5.85% | Add +1.6% | 453,571 | $22.1M |
| Pinnacle Wealth Planning Services, Inc. | 3.14% | Reduce -0.0% | 450,392 | $22.0M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -13.9% | 449,610 | $21.9M |
| NewEdge Advisors, LLC | 0.16% | Add +30.6% | 449,013 | $21.9M |
| Alesco Advisors, LLC, An ESL Co | 0.72% | Reduce -6.3% | 448,747 | $21.9M |
| MBE Wealth Management, LLC | 12.87% | Add +5.1% | 436,212 | $21.3M |
| Marathon Mission, Inc. | 15.93% | Add +4.7% | 431,195 | $21.0M |
| Waverly Advisors, LLC | 0.41% | Add +11.3% | 426,573 | $20.8M |
| Windsor Capital Management, LLC | 6.40% | Add +0.4% | 424,068 | $20.7M |
| Harbor Group, Inc. | 5.23% | Add +1.4% | 418,783 | $20.4M |
| Great Valley Advisor Group, Inc. | 0.57% | Add +11.5% | 417,343 | $20.3M |
| Leicht Financial Planning & Wealth Management, Inc. | 10.82% | Add +19.1% | 416,801 | $20.3M |
| Cary Street Partners Investment Advisory LLC | 0.81% | Add +1.9% | 413,807 | $20.2M |
| Alta Wealth Advisors LLC | 9.90% | Add +2.5% | 407,093 | $19.8M |
| Dakota Wealth Management | 0.46% | Add +73.7% | 403,751 | $19.7M |
| Money Design Co.,Ltd. | 1.06% | Reduce -3.2% | 402,118 | $19.6M |
| Brookstone Capital Management | 0.32% | Reduce -50.8% | 374,169 | $19.1M |
| Global Retirement Partners, LLC | 0.59% | Reduce -2.2% | 387,768 | $18.9M |
| Visionary Horizons, LLC | 13.82% | Reduce -7.6% | 387,542 | $18.9M |
| Diversify Wealth Management, LLC | 2.35% | — | 386,320 | $18.9M |
| SkyOak Wealth, LLC | 4.39% | Add +2.2% | 386,111 | $18.8M |
| Atticus Wealth Management, LLC | 6.15% | Add +0.8% | 385,990 | $18.8M |
| Pure Financial Advisors, LLC | 0.52% | Reduce -1.4% | 384,650 | $18.7M |
| Prism Advisors, Inc. | 5.67% | Reduce -1.7% | 383,889 | $18.7M |
| Retirement Planning Group, LLC | 1.18% | Reduce -3.1% | 379,990 | $18.5M |
| Confluence Investment Management LLC | 0.26% | Add +7.8% | 370,706 | $18.1M |
| Retirement Financial Solutions, LLC | 8.43% | Add +12.7% | 367,708 | $17.9M |
| Assetmark, Inc. | 0.05% | Add +2.8% | 364,332 | $17.8M |
| Courier Capital LLC | 1.41% | Add +11.4% | 363,163 | $17.7M |
| Larson Financial Group LLC | 1.20% | Reduce -4.8% | 360,112 | $17.6M |
| Hamilton Capital, LLC | 1.31% | Reduce -4.4% | 353,814 | $17.2M |
| CarsonAllaria Wealth Management, Ltd. | 10.55% | Add +2.1% | 353,610 | $17.2M |
| Leslie Global Wealth, LLC | 9.83% | — | 345,184 | $16.8M |
| Navalign, LLC | 5.30% | Add +1.9% | 344,646 | $16.8M |
| Integrated Wealth Concepts LLC | 0.23% | Add +7.8% | 343,885 | $16.8M |
| TPG Financial Advisors, LLC | 7.87% | — | 340,847 | $16.6M |
| Baird Financial Group, Inc. | 0.03% | Reduce -0.8% | 332,158 | $16.2M |
| Modern Wealth Management, LLC | 1.19% | Add +10.9% | 331,715 | $16.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | New | 320,000 | $15.6M |
| McAdam, LLC | 0.90% | Reduce -0.9% | 308,551 | $15.0M |
| Fifth Third Securities, Inc. | 1.39% | Add +421.7% | 308,196 | $15.0M |
| Avantax Advisory Services, Inc. | 0.11% | Add +8.5% | 307,612 | $15.0M |
| SilverOak Wealth Management LLC | 3.60% | Add +6.5% | 307,564 | $15.0M |
| SteelPeak Wealth, LLC | 0.71% | Reduce -11.4% | 307,153 | $15.0M |
| First Heartland Consultants, Inc. | 1.48% | New | 305,955 | $14.9M |
| Truist Financial Corp. | 0.02% | Add +1.3% | 305,488 | $14.9M |
| Sterling Group Wealth Management, LLC | 8.55% | — | 305,464 | $14.9M |
| Diligent Investors, LLC | 3.61% | Reduce -1.3% | 299,131 | $14.6M |
| Demars Financial Group, LLC | 6.92% | Add +2.4% | 296,270 | $14.4M |
| Moneco Advisors, LLC | 2.07% | Add +34.6% | 289,203 | $14.1M |
| Executive Wealth Management, LLC | 2.58% | Reduce -31.3% | 288,773 | $14.1M |
| Destiny Capital Corp | 9.34% | Reduce -1.6% | 280,384 | $13.7M |
| Great Lakes Retirement, Inc. | 1.86% | Reduce -2.4% | 278,267 | $13.6M |
| Kestra Private Wealth Services, LLC | 0.27% | Add +29.6% | 277,749 | $13.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.5% | 277,727 | $13.5M |
| 1834 Investment Advisors Co. | 1.61% | Add +8.0% | 273,485 | $13.3M |
| Horizon Financial Services, LLC | 8.38% | Add +3.0% | 271,989 | $13.3M |
| Rockefeller Capital Management L.P. | 0.04% | Add +7.8% | 271,956 | $13.3M |
| Kingsview Wealth Management, LLC | 0.31% | Add +0.3% | 269,700 | $13.1M |
| Ackerman Capital Advisors, LLC | 3.47% | Reduce -26.8% | 268,827 | $13.1M |
| Private Wealth Group, LLC | 6.85% | Add +0.2% | 267,738 | $13.0M |
| Meridian Wealth Management, LLC | 1.53% | New | 260,985 | $12.7M |
| Systelligence, LLC | 3.36% | Add +0.1% | 259,263 | $12.6M |
| SVB Wealth LLC | 0.31% | Reduce -52.0% | 256,545 | $12.5M |
| Cynosure Group, LLC | 2.00% | Reduce -0.7% | 255,439 | $12.5M |
| Atria Wealth Solutions, Inc. | 0.14% | Add +0.8% | 250,352 | $12.2M |
| Reston Wealth Management LLC | 4.86% | Reduce -1.4% | 249,443 | $12.2M |
| New England Capital Financial Advisors LLC | 6.59% | Reduce -3.8% | 241,964 | $11.8M |
| Mgo One Seven LLC | 0.56% | Reduce -21.1% | 241,788 | $11.8M |
| Higgins & Schmidt Wealth Strategies LLC | 8.41% | Add +2.6% | 239,279 | $11.7M |
| Symphony Financial, Ltd. Co. | 2.11% | Add +8.0% | 236,996 | $11.5M |
| Millington Financial Advisors, LLC | 7.93% | Add +1.6% | 234,259 | $11.4M |
| M&T Bank Corp | 0.04% | Reduce -33.8% | 233,516 | $11.4M |
| Verus Capital Partners, LLC | 1.17% | Add +2.5% | 232,129 | $11.3M |
| Savant Capital, LLC | 0.11% | Add +79.8% | 225,447 | $11.0M |
| Meritage Portfolio Management | 0.69% | Reduce -37.8% | 223,526 | $10.9M |
| Optimist Retirement Group LLC | 5.71% | Reduce -0.2% | 222,878 | $10.9M |
| Wells Financial Advisors INC | 7.05% | Reduce -9.2% | 219,701 | $10.7M |
| Partnership Wealth Management, LLC | 7.88% | Add +126.2% | 219,046 | $10.7M |
| Axxcess Wealth Management, LLC | 0.28% | Add +4.4% | 212,464 | $10.4M |
| Financial Council, LLC | 5.68% | Add +11.7% | 208,551 | $10.2M |
| Hunting Hill Global Capital, LLC | 4.99% | Add +286.0% | 206,603 | $10.1M |
| Valtinson Bruner Financial Planning LLC | 3.94% | Add +0.8% | 203,578 | $9.9M |
| Probity Advisors, Inc. | 2.05% | Add +8.7% | 203,393 | $9.9M |
| Stone Summit Wealth LLC | 3.53% | Add +1.5% | 202,066 | $9.8M |
| Spire Wealth Management | 0.35% | Reduce -1.5% | 201,660 | $9.8M |
| Hofer & Associates. Inc | 7.59% | Add +1.0% | 200,959 | $9.8M |
| AA Financial Advisors, LLC | 3.44% | Add +132.1% | 200,385 | $9.8M |
| Wrapmanager Inc. | 2.69% | Reduce -2.3% | 200,202 | $9.8M |
| Clear Creek Financial Management, LLC | 1.17% | Add +0.5% | 198,284 | $9.7M |
| Juncture Wealth Strategies, LLC | 4.04% | Reduce -3.3% | 197,931 | $9.6M |
| GHP Investment Advisors, Inc. | 0.48% | Add +2.2% | 197,480 | $9.6M |
| Wealthcare Advisory Partners LLC | 0.30% | Add +14.7% | 196,868 | $9.6M |
| Diversify Advisory Services, LLC | 0.52% | Reduce -47.4% | 194,539 | $9.5M |
| Legacy Financial Group LLC | 1.85% | New | 193,466 | $9.4M |
| Buttonwood Financial Group, LLC | 5.09% | Add +3.9% | 183,953 | $8.9M |
| GTS Securities LLC | 0.18% | Add +3058.9% | 182,682 | $8.9M |
| CIBC Private Wealth Group LLC | 0.02% | Add +8.6% | 181,336 | $8.8M |
| Hills Bank & Trust Co | 0.71% | Add +4.5% | 181,034 | $8.8M |
| GenWealth Group, Inc. | 2.13% | Add +2.6% | 177,498 | $8.7M |
| Collaborative Wealth Managment Inc. | 4.20% | Add +4.1% | 176,264 | $8.6M |
| Sargent Investment Group, LLC | 1.73% | Add +0.9% | 174,363 | $8.5M |
| Oak Harvest Investment Services | 1.33% | Reduce -4.7% | 172,576 | $8.4M |
| Jacobi Capital Management LLC | 0.72% | Add +1661.5% | 170,422 | $8.3M |
| Shilanski & Associates, Inc. | 2.79% | Add +3.7% | 170,227 | $8.3M |
| Financial Planning & Information Services, Inc. | 1.26% | Reduce -0.6% | 169,429 | $8.3M |
| Focus Partners Wealth | 0.03% | Add +306.9% | 166,849 | $8.1M |
| Strategic Financial Partners, Ltd. | 4.45% | Reduce -3.0% | 165,821 | $8.1M |
| JNBA Financial Advisors | 0.85% | Reduce -17.7% | 165,068 | $8.0M |
| Dogwood Wealth Management LLC | 4.94% | Add +113.4% | 164,466 | $8.0M |
| Keener Financial Planning LLC | 5.22% | Reduce -35.9% | 164,168 | $8.0M |
| Financial Gravity Asset Management, Inc. | 1.99% | Add +6.4% | 163,608 | $8.0M |
| Power Wealth Management LLC | 3.79% | Add +112.0% | 162,917 | $7.9M |
| 1900 Wealth Management LLC | 0.73% | Reduce -18.0% | 161,162 | $7.9M |
| HM Payson & Co. | 0.14% | No change | 159,293 | $7.8M |
| CHURCHILL MANAGEMENT Corp | 0.09% | Add +1.8% | 158,714 | $7.7M |
| Quent Capital, LLC | 0.85% | Add +0.6% | 157,961 | $7.7M |
| Hobart Private Capital, LLC | 2.18% | Add +5.0% | 157,183 | $7.7M |
| Portside Wealth Group, LLC | 1.45% | Add +42.0% | 156,374 | $7.6M |
| Pecaut & Co. | 2.84% | Add +1.3% | 153,495 | $7.5M |
| CX Institutional | 0.35% | Add +5.2% | 153,410 | $7.5M |
| Summit Financial, LLC | 0.32% | Add +23.8% | 145,032 | $7.1M |
| Laurel Wealth Planning LLC | 4.89% | Add +0.8% | 144,189 | $7.0M |
| Goldstone Financial Group, LLC | 1.40% | Add +11.6% | 143,298 | $7.0M |
| Key Financial Inc | 1.65% | Reduce -0.1% | 141,535 | $6.9M |
| Cooper Financial Group | 1.01% | Add +20.8% | 141,486 | $6.9M |
| Lynch & Associates | 1.54% | Add +3.7% | 139,809 | $6.8M |
| Silver Oak Securities, Incorporated | 1.01% | Reduce -4.5% | 138,541 | $6.8M |
| Stevens Capital Partners | 3.45% | Add +14.6% | 137,166 | $6.7M |
| Auour Investments LLC | 2.49% | Add +2.0% | 137,046 | $6.7M |
| Olde Wealth Management, LLC | 2.53% | Add +1.4% | 136,415 | $6.6M |
| BCS Wealth Management | 3.22% | Add +12.5% | 135,761 | $6.6M |
| Waller Financial Planning Group, Inc. | 1.76% | Add +1.8% | 134,179 | $6.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.19% | Add +32.2% | 132,453 | $6.5M |
| Stephens Inc. | 0.10% | Add +18.9% | 130,915 | $6.4M |
| American Financial & Tax Strategies Inc. | 3.35% | Add +3.8% | 130,472 | $6.4M |
| Merriman Wealth Management, LLC | 0.28% | Reduce -1.8% | 129,821 | $6.3M |
| Stratos Wealth Advisors, LLC | 0.31% | Add +10.7% | 127,761 | $6.2M |
| Independent Wealth Network Inc. | 2.89% | Reduce -2.5% | 126,851 | $6.2M |
| Freedom Investment Management, Inc. | 0.50% | Add +0.4% | 126,384 | $6.2M |
| Motive Wealth Advisors | 3.64% | Reduce -8.6% | 124,314 | $6.1M |
| Trilogy Capital Inc. | 0.33% | Add +14.4% | 123,769 | $6.0M |
| Susquehanna International Group, LLP | 0.01% | New | 123,177 | $6.0M |
| GPS Wealth Strategies Group, LLC | 0.90% | Reduce -51.5% | 122,984 | $6.0M |
| Intergy Private Wealth, LLC | 2.47% | Reduce -0.2% | 122,689 | $6.0M |
| Redwood Investment Management, LLC | 0.51% | Reduce -78.6% | 120,160 | $5.9M |
| IFP Advisors, Inc | 0.23% | Add +0.1% | 119,516 | $5.8M |
| Ignite Planners, LLC | 1.42% | Add +7.3% | 119,355 | $5.8M |
| Scarborough Advisors, LLC | 2.37% | Add +8.0% | 118,313 | $5.8M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -3.2% | 118,215 | $5.8M |
| GeoWealth Management, LLC | 0.25% | Add +4859.9% | 118,195 | $5.8M |
| PAX Financial Group, LLC | 1.12% | Add +0.5% | 117,649 | $5.7M |
| J.W. Cole Advisors, Inc. | 0.27% | Reduce -1.2% | 116,728 | $5.7M |
| Stonebrook Private Inc. | 1.59% | Add +211.8% | 113,360 | $5.5M |
| Cardinal Strategic Wealth Guidance | 1.97% | Add +22.6% | 112,114 | $5.5M |
| Denver Wealth Management, Inc. | 2.72% | Reduce -1.0% | 111,515 | $5.4M |
| Occidental Asset Management, LLC | 0.94% | Reduce -6.9% | 110,066 | $5.4M |
| IFG Advisory, LLC | 0.34% | Add +7.1% | 109,998 | $5.4M |
| SOA Wealth Advisors, LLC. | 1.07% | Add +846.7% | 109,269 | $5.3M |
| Pacific Financial Group Inc. | 3.76% | Reduce -7.3% | 108,726 | $5.3M |
| Total Clarity Wealth Management, Inc. | 1.81% | Add +14.0% | 106,953 | $5.2M |
| Gateway Wealth Partners, LLC | 1.54% | Add +20.5% | 104,265 | $5.1M |
| NewSquare Capital LLC | 0.43% | Add +2.3% | 102,631 | $5.0M |
| Arete Wealth Advisors, LLC | 0.41% | Reduce -9.9% | 102,339 | $5.0M |
| Cobblestone Asset Management LLC | 3.16% | Reduce -4.4% | 99,989 | $4.9M |
| Arbor Trust Wealth Advisors, LLC | 2.55% | Add +12.6% | 99,790 | $4.9M |
| Smithbridge Asset Management Inc. | 1.00% | Reduce -0.1% | 99,122 | $4.8M |
| JDM Financial Group LLC | 3.25% | Add +1.9% | 98,804 | $4.8M |
| Cozad Asset Management Inc. | 0.48% | Add +0.3% | 97,941 | $4.8M |
| Members Wealth LLC | 3.20% | — | 90,175 | $4.8M |
| Seaview Investment Managers LLC | 1.43% | Reduce -29.8% | 97,740 | $4.8M |
| Inspire Trust Co, N.A. | 1.57% | New | 97,402 | $4.7M |
| Greenwood Capital Associates LLC | 0.62% | New | 96,417 | $4.7M |
| TAGStone Capital, Inc. | 2.66% | Add +3.2% | 96,391 | $4.7M |
| D. E. Shaw & Co. | 0.01% | New | 96,126 | $4.7M |
| Private Trust Co. NA | 0.50% | Add +14.8% | 95,694 | $4.7M |
| Gibbs Wealth Management | 1.89% | Add +127.7% | 95,631 | $4.7M |
| Horizon Family Wealth, Inc. | 3.49% | Add +0.4% | 94,014 | $4.6M |
| Penobscot Wealth Management | 2.69% | Add +8.8% | 92,736 | $4.5M |
| Asset Management Group, Inc. | 0.68% | Add +1.7% | 91,834 | $4.5M |
| Topel & Distasi Wealth Management, LLC | 1.96% | No change | 91,696 | $4.5M |
| Ausdal Financial Partners, Inc. | 0.48% | Add +14.5% | 91,391 | $4.5M |
| Centennial Wealth Advisory LLC | 1.92% | Add +3.2% | 90,995 | $4.4M |
| Capital Advisory Group Advisory Services, LLC | 1.88% | Add +44.0% | 90,161 | $4.4M |
| Financial Advocates Investment Management | 0.27% | Reduce -60.1% | 90,020 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +48.5% | 89,203 | $4.3M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +48.5% | 89,203 | $4.3M |
| Clarus Wealth Advisors | 2.29% | Reduce -2.2% | 87,902 | $4.3M |
| Tranquilli Financial Advisor LLC | 2.89% | Reduce -7.7% | 88,870 | $4.3M |
| IAG Wealth Partners, LLC | 0.84% | Add +0.3% | 85,396 | $4.2M |
| Harbour Investments, Inc. | 0.14% | Add +159.0% | 84,461 | $4.1M |
| EWG Elevate Inc. | 1.50% | Reduce -4.2% | 84,313 | $4.1M |
| Bensler, LLC | 0.55% | Add +9.1% | 83,154 | $4.1M |
| Ameritas Advisory Services, LLC | 0.15% | Add +40.2% | 83,037 | $4.0M |
| Tritonpoint Wealth, LLC | 0.39% | New | 82,958 | $4.0M |
| Creative Planning | 0.00% | Add +23.1% | 82,888 | $4.0M |
| Annapolis Financial Services, LLC | 1.31% | Reduce -0.2% | 82,840 | $4.0M |
| Marcum Wealth, LLC | 0.40% | Reduce -4.5% | 82,525 | $4.0M |
| Priebe Wealth Holdings LLC | 3.11% | Add +3.8% | 80,547 | $3.9M |
| MidAtlantic Capital Management, Inc. | 3.21% | No change | 78,621 | $3.8M |
| Snider Financial Group | 1.48% | New | 78,465 | $3.8M |
| Ellevest, Inc. | 0.23% | Add +1.1% | 78,086 | $3.8M |
| Transform Wealth, LLC | 0.28% | Add +0.1% | 77,145 | $3.8M |
| SIMA Wealth Partners, LLC | 3.53% | — | 76,007 | $3.7M |
| Yeomans Consulting Group, Inc. | 1.42% | Reduce -81.8% | 75,604 | $3.7M |
| Fifth Third Bancorp | 0.01% | Reduce -0.3% | 75,335 | $3.7M |
| One Capital Management, LLC | 0.13% | Add +78.8% | 75,323 | $3.7M |
| Phoenix Wealth Advisors | 1.84% | Add +15.4% | 75,243 | $3.7M |
| American Money Management, LLC | 0.78% | Add +0.0% | 75,040 | $3.7M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -67.8% | 74,457 | $3.6M |
| Concurrent Investment Advisors, LLC | 0.12% | Reduce -29.8% | 74,125 | $3.6M |
| Captrust Financial Advisors | 0.01% | Add +7.3% | 74,073 | $3.6M |
| Koshinski Asset Management, Inc. | 0.33% | Reduce -2.1% | 74,074 | $3.6M |
| Perigon Wealth Management, LLC | 0.10% | Add +7.0% | 73,753 | $3.6M |
| Glen Eagle Advisors, LLC | 0.65% | Reduce -13.5% | 73,072 | $3.6M |
| Red Tortoise LLC | 1.92% | Add +0.2% | 72,313 | $3.5M |
| Colton Groome Financial Advisors, LLC | 1.39% | Reduce -15.6% | 72,168 | $3.5M |
| Vance Wealth, LLC | 1.42% | Reduce -7.3% | 70,928 | $3.5M |
| Citigroup Inc. | 0.00% | Add +618.1% | 69,579 | $3.4M |
| City Center Advisors, LLC | 3.91% | No change | 66,153 | $3.3M |
| Lee Danner & Bass Inc. | 0.25% | — | 66,950 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | — | 66,612 | $3.2M |
| Tidal Investments LLC | 0.04% | Add +9.1% | 63,785 | $3.1M |
| Raab & Moskowitz Asset Management LLC | 0.83% | Reduce -1.4% | 62,974 | $3.1M |
| American Investment Services, Inc. | 0.54% | Reduce -0.6% | 62,887 | $3.1M |
| RDA Financial Network | 1.00% | Reduce -25.8% | 62,856 | $3.1M |
| Sharkey, Howes & Javer | 0.49% | Reduce -1.7% | 62,833 | $3.1M |
| Fortune 45 LLC | 2.32% | Add +2.2% | 62,552 | $3.0M |
| FF Advisors,LLC | 2.14% | No change | 62,475 | $3.0M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +6.2% | 62,094 | $3.0M |
| Certified Advisory Corp | 0.38% | Add +4.6% | 61,969 | $3.0M |
| Jane Street Group, LLC | 0.00% | Add +32.7% | 61,705 | $3.0M |
| Retirement Income Solutions, Inc. | 0.72% | Reduce -33.4% | 61,559 | $3.0M |
| US Bancorp \de | 0.00% | Add +15.1% | 61,366 | $3.0M |
| KPP Advisory Services LLC | 0.79% | Add +40.6% | 61,135 | $3.0M |
| Financial Network Wealth Advisors LLC | 2.22% | Add +32.3% | 60,927 | $3.0M |
| Partners in Financial Planning | 0.64% | Add +0.2% | 60,411 | $2.9M |
| Foresight Capital Management Advisors, Inc. | 1.96% | Add +64.2% | 59,364 | $2.9M |
| Comerica Bank | 0.01% | Add +19.5% | 59,117 | $2.9M |
| Sunesis Advisors, LLC | 1.69% | Reduce -46.4% | 58,319 | $2.8M |
| Money Concepts Capital Corp. | 0.23% | Add +11.8% | 57,079 | $2.8M |
| Global Financial Private Client, LLC | 1.16% | No change | 56,917 | $2.8M |
| Prospera Financial Services Inc | 0.08% | Add +0.1% | 56,882 | $2.8M |
| Breakwater Capital Group | 0.63% | Reduce -2.3% | 56,692 | $2.8M |
| Salomon & Ludwin, LLC | 0.30% | Add +9.1% | 55,681 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +69.5% | 55,567 | $2.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Reduce -2.5% | 55,378 | $2.7M |
| Axiom Advisory, LLC | 0.03% | New | 54,570 | $2.7M |
| Lido Advisors, LLC | 0.02% | Add +0.6% | 54,066 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -2.9% | 53,582 | $2.6M |
| Wambolt & Associates, LLC | 0.76% | Add +5.5% | 53,805 | $2.6M |
| Visionary Wealth Advisors | 0.17% | Add +5.7% | 53,518 | $2.6M |
| Waypoint Capital Advisors, LLC | 0.65% | No change | 53,387 | $2.6M |
| Cordatus Wealth Management LLC | 0.97% | Reduce -0.2% | 53,288 | $2.6M |
| Vertex Planning Partners, LLC | 0.67% | Add +1.7% | 53,110 | $2.6M |
| MBM Wealth Consultants, LLC | 0.87% | Add +10.0% | 52,346 | $2.5M |
| PSI Advisors, LLC | 0.79% | Add +18.9% | 51,151 | $2.5M |
| CORDA Investment Management, LLC. | 0.20% | Add +1.5% | 51,144 | $2.5M |
| RFG Advisory, LLC | 0.08% | Add +3.8% | 50,521 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -2.6% | 50,444 | $2.5M |
| 1ST Source Bank | 0.14% | Reduce -1.1% | 50,403 | $2.5M |
| Gunma Bank,Ltd. | 2.03% | Add +66.7% | 50,000 | $2.4M |
| Wrenne Financial Planning LLC | 1.68% | Add +1.2% | 49,957 | $2.4M |
| Braun-Bostich & Associates Inc. | 1.79% | Add +53.4% | 49,460 | $2.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +6576.7% | 49,341 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.18% | Add +8.0% | 49,260 | $2.4M |
| WJ Wealth Management, LLC | 0.85% | Reduce -5.8% | 48,068 | $2.3M |
| Florida Financial Advisors, LLC | 1.39% | New | 47,639 | $2.3M |
| Advisor OS, LLC | 0.25% | Add +38.8% | 47,412 | $2.3M |
| Independent Financial Group, LLC | 0.09% | Add +3.6% | 46,721 | $2.3M |
| Onyx Bridge Wealth Group LLC | 0.37% | Reduce -1.6% | 46,612 | $2.3M |
| Bristlecone Advisors, LLC | 0.19% | Reduce -0.8% | 46,400 | $2.3M |
| Seaside Wealth Management, Inc. | 0.91% | Reduce -0.3% | 45,244 | $2.2M |
| Redhawk Wealth Advisors, Inc. | 0.34% | Add +22.2% | 45,131 | $2.2M |
| JT Stratford LLC | 0.41% | Add +1.3% | 44,830 | $2.2M |
| PFG Advisors | 0.15% | Add +22.9% | 44,632 | $2.2M |
| Tower Wealth Partners, Inc. | 1.34% | Add +3.2% | 44,584 | $2.2M |
| WCG Wealth Advisors LLC | 0.16% | Add +18.3% | 44,546 | $2.2M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -1.4% | 43,389 | $2.1M |
| Bridgewealth Advisory Group, LLC | 0.93% | Add +6.3% | 43,269 | $2.1M |
| Benjamin Edwards Inc. | 0.40% | Add +1.0% | 42,395 | $2.1M |
| Capital Analysts, LLC | 0.09% | Add +22.3% | 40,428 | $2.0M |
| Burney Co./ | 0.07% | Reduce -1.4% | 38,901 | $1.9M |
| Opal Wealth Advisors, LLC | 0.60% | Reduce -1.0% | 38,326 | $1.9M |
| Platte River Wealth Advisors, LLC | 0.52% | Add +0.8% | 38,281 | $1.9M |
| Tudor Investment Corporation | 0.02% | New | 38,191 | $1.9M |
| Lifeworks Advisors, LLC | 0.52% | Reduce -9.7% | 38,160 | $1.9M |
| Tyler-Stone Wealth Management | 0.75% | Reduce -1.8% | 37,413 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +230.9% | 36,982 | $1.8M |
| Two Sigma Securities, LLC | 0.09% | New | 36,739 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -5.3% | 36,644 | $1.8M |
| Waterloo Capital, L.P. | 0.21% | Reduce -15.5% | 36,483 | $1.8M |
| Cornerstone Advisors Asset Management, LLC | 0.50% | Add +28.0% | 36,457 | $1.8M |
| Eclectic Associates Inc. | 0.79% | Reduce -3.1% | 36,382 | $1.8M |
| Chicago Partners Investment Group LLC | 0.07% | Add +1.1% | 34,579 | $1.8M |
| Modera Wealth Management, LLC | 0.03% | Reduce -2.6% | 36,087 | $1.8M |
| Summit Investment Advisory Services, LLC | 2.06% | Add +97.0% | 35,907 | $1.8M |
| Fernwood Investment Management, LLC | 0.54% | No change | 35,757 | $1.7M |
| Citizens Financial Group Inc. | 0.04% | Add +1.8% | 35,643 | $1.7M |
| Relyea Zuckerberg Hanson LLC | 0.29% | Add +0.3% | 35,472 | $1.7M |
| Riverpoint Wealth Management Holdings, LLC | 0.48% | Reduce -32.3% | 35,369 | $1.7M |
| Faithward Advisors, LLC | 0.31% | New | 34,898 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +54.8% | 34,733 | $1.7M |
| Inspire Advisors, LLC | 0.22% | Add +287.9% | 34,550 | $1.7M |
| Laurel Wealth Advisors LLC | 0.29% | Reduce -2.0% | 34,237 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Add +0.1% | 33,949 | $1.7M |
| Better Money Decisions, LLC | 1.23% | Add +11.5% | 33,478 | $1.6M |
| Park Avenue Securities LLC | 0.02% | Add +2.2% | 33,455 | $1.6M |
| Weitzel Financial Services, Inc. | 0.81% | Add +0.3% | 33,578 | $1.6M |
| Verdence Capital Advisors LLC | 0.14% | New | 33,374 | $1.6M |
| AdvisorNet Financial, Inc | 0.15% | Add +7.0% | 33,039 | $1.6M |
| Gotham Asset Management | 0.02% | Add +1.0% | 32,774 | $1.6M |
| Alliance Wealth Advisors, LLC | 0.46% | Add +44.5% | 32,222 | $1.6M |
| Arkadios Wealth Advisors | 0.11% | Add +115.0% | 32,141 | $1.6M |
| Graypoint LLC | 0.11% | No change | 32,024 | $1.6M |
| Index Fund Advisors, Inc. | 0.09% | Add +0.1% | 31,966 | $1.6M |
| Foundations Investment Advisors, LLC | 0.04% | Add +28.2% | 31,877 | $1.6M |
| Invesco Ltd. | 0.00% | Add +4.8% | 31,779 | $1.5M |
| Optivise Advisory Services LLC | 0.83% | — | 31,715 | $1.5M |
| E&G Advisors, LLC | 0.45% | Reduce -0.6% | 31,185 | $1.5M |
| Norden Group LLC | 0.31% | Add +1.6% | 31,122 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +434.1% | 31,033 | $1.5M |
| River Street Advisors LLC | 0.93% | Add +1.0% | 30,815 | $1.5M |
| Triton Financial Group Inc | 1.05% | Add +2.8% | 30,805 | $1.5M |
| Wealthgarden F.S. LLC | 1.57% | — | 30,540 | $1.5M |
| New Century Financial Group, LLC | 0.63% | New | 30,529 | $1.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.09% | Reduce -1.1% | 30,333 | $1.5M |
| Iron Horse Wealth Management, LLC | 0.53% | Reduce -2.3% | 28,721 | $1.4M |
| OneAscent Financial Services LLC | 0.19% | Reduce -3.8% | 28,661 | $1.4M |
| L.M. Kohn & Company | 0.38% | Reduce -9.0% | 28,631 | $1.4M |
| Commonwealth Financial Services, LLC | 0.28% | No change | 28,138 | $1.4M |
| WealthShield Partners, LLC | 0.21% | Reduce -0.6% | 27,994 | $1.4M |
| Seven Mile Advisory | 1.00% | No change | 27,960 | $1.4M |
| Centaurus Financial, Inc. | 0.09% | Add +200.2% | 27,945 | $1.4M |
| Wealth Management Resources, Inc. | 0.58% | Add +4.2% | 27,557 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +6.8% | 27,447 | $1.3M |
| Householder Group Estate & Retirement Specialist, LLC | 0.37% | Add +15.6% | 27,262 | $1.3M |
| Apollon Financial, LLC | 0.43% | Reduce -4.0% | 27,136 | $1.3M |
| Redwood Financial Network Corp | 1.08% | Add +1.2% | 26,303 | $1.3M |
| REDW Wealth LLC | 0.34% | Reduce -3.7% | 26,300 | $1.3M |
| Cary Street Partners Asset Management LLC | 0.19% | Add +0.4% | 26,044 | $1.3M |
| Wealthspire Advisors, LLC | 0.02% | Add +3.9% | 26,002 | $1.3M |
| FCG Investment Co | 0.96% | Reduce -10.7% | 25,992 | $1.3M |
| 9258 Wealth Management, LLC | 0.19% | Add +16.3% | 25,881 | $1.3M |
| Founders Financial Alliance, LLC | 0.37% | Reduce -16.1% | 25,768 | $1.3M |
| Gradient Investments LLC | 0.03% | Add +2128.7% | 25,674 | $1.3M |
| Dagco, Inc. | 0.55% | Reduce -1.6% | 25,575 | $1.2M |
| OneDigital Investment Advisors LLC | 0.02% | Add +8.3% | 25,511 | $1.2M |
| Flagship Private Wealth, LLC | 0.74% | Reduce -3.1% | 25,506 | $1.2M |
| Mutual Advisors, LLC | 0.04% | Reduce -65.0% | 24,396 | $1.2M |
| Schrum Private Wealth Management LLC | 1.11% | Reduce -7.3% | 25,229 | $1.2M |
| GGM Financial LLC | 1.13% | — | 25,195 | $1.2M |
| Drive Wealth Management, LLC | 0.33% | Add +2.3% | 25,168 | $1.2M |
| Ascent Group, LLC | 0.10% | New | 24,702 | $1.2M |
| Sowell Financial Services LLC | 0.06% | Add +5.0% | 24,615 | $1.2M |
| Capstone Wealth Management Group, LLC | 0.78% | Add +1.6% | 24,581 | $1.2M |
| Sigma Planning Corp | 0.04% | Reduce -5.6% | 24,274 | $1.2M |
| Castleview Partners, LLC | 0.67% | Reduce -12.1% | 24,094 | $1.2M |
| Twin Focus Capital Partners, LLC | 0.19% | Add +1.7% | 23,971 | $1.2M |
| Independent Advisor Alliance | 0.04% | Add +7.3% | 23,911 | $1.2M |
| Integrity Wealth Solutions LLC | 0.75% | Add +1.3% | 23,739 | $1.2M |
| Lowery Thomas, LLC | 0.84% | Reduce -14.4% | 23,593 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +2614.8% | 23,456 | $1.1M |
| Guardian Wealth Advisors, LLC | 0.74% | Add +17.5% | 23,268 | $1.1M |
| Regal Investment Advisors LLC | 0.07% | Add +16.5% | 23,082 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -36.6% | 22,849 | $1.1M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -7.9% | 22,838 | $1.1M |
| Greenleaf Trust | 0.01% | Add +28.1% | 22,627 | $1.1M |
| Diversified Portfolios, Inc. | 0.14% | Add +0.2% | 22,227 | $1.1M |
| Howard Wealth Management, LLC | 0.85% | New | 22,082 | $1.1M |
| AQR Capital Management | 0.00% | Reduce -22.7% | 22,081 | $1.1M |
| Marion Wealth Management | 0.31% | Add +67.2% | 21,964 | $1.1M |
| Towerpoint Wealth, LLC | 0.53% | Reduce -2.1% | 21,604 | $1.1M |
| Millennium Management | 0.00% | Reduce -82.1% | 21,543 | $1.1M |
| Altman Advisors, Inc. | 0.59% | Add +3.8% | 21,455 | $1.0M |
| Tobias Financial Advisors, Inc. | 0.22% | Reduce -0.2% | 21,129 | $1.0M |
| Lansing Street Advisors | 0.42% | Reduce -3.4% | 20,830 | $1.0M |
| Permanens Capital L.P. | 0.10% | Reduce -8.8% | 20,687 | $1.0M |
| Confluence Wealth Services, Inc. | 0.08% | Add +118.7% | 20,641 | $1.0M |
| Centerpoint Advisors, LLC | 0.36% | Reduce -0.1% | 20,531 | $1.0M |
| Advisors Capital Management, LLC | 0.02% | Add +10.1% | 20,201 | $985K |
| World Equity Group, Inc. | 0.29% | Add +7.2% | 20,012 | $975K |
| Curi Capital, LLC | 0.02% | No change | 19,939 | $972K |
| Baker Tilly Wealth Management, LLC | 0.40% | Add +12.9% | 19,899 | $970K |
| Rehmann Capital Advisory Group | 0.07% | Add +0.2% | 19,705 | $960K |
| Sequent Asset Management, LLC | 0.48% | No change | 19,592 | $955K |
| Calton & Associates, Inc. | 0.48% | Add +5.1% | 19,490 | $950K |
| Garden State Investment Advisory Services LLC | 0.32% | Add +2.7% | 19,166 | $934K |
| CAP Partners, LLC | 0.74% | Add +28.3% | 18,733 | $913K |
| Waldron Private Wealth LLC | 0.04% | No change | 18,637 | $908K |
| Advisory Services Network, LLC | 0.02% | Add +66.6% | 18,439 | $899K |
| Regions Financial Corp. | 0.01% | No change | 18,118 | $883K |
| Brown Miller Wealth Management, LLC | 0.36% | Add +5.3% | 17,747 | $865K |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Add +1.6% | 17,612 | $858K |
| Transcend Capital Advisors, LLC | 0.06% | Add +1.7% | 17,341 | $845K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -86.1% | 17,223 | $839K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.41% | Add +3.4% | 17,208 | $839K |
| Wallington Asset Management, LLC | 0.13% | Add +13.8% | 17,150 | $836K |
| White Pine Capital LLC | 0.32% | No change | 17,092 | $833K |
| Capital Investment Advisory Services, LLC | 0.09% | Add +15.0% | 17,046 | $831K |
| BCGM Wealth Management, LLC | 0.29% | Reduce -1.4% | 16,935 | $825K |
| Safeguard Financial, LLC | 0.23% | Reduce -4.6% | 16,774 | $818K |
| Mason Investment Advisory Services, Inc. | 0.05% | Add +0.2% | 16,451 | $802K |
| AIFG Consultants Ltd. | 0.59% | No change | 16,411 | $800K |
| MAI Capital Management | 0.01% | Reduce -17.7% | 16,371 | $798K |
| Elevated Capital Advisors, LLC | 0.22% | Reduce -2.7% | 16,318 | $795K |
| Advance Capital Management, Inc. | 0.04% | Reduce -0.9% | 16,199 | $790K |
| Summit Trail Advisors, LLC | 0.02% | Reduce -0.5% | 16,097 | $785K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +128.9% | 15,839 | $772K |
| M3 Advisory Group, LLC | 0.63% | Reduce -28.1% | 15,762 | $768K |
| Cornerstone Planning Group LLC | 0.22% | New | 15,730 | $768K |
| Blair William & Co. | 0.00% | Reduce -0.7% | 15,747 | $768K |
| Tempus Wealth Planning, LLC | 0.32% | Reduce -6.3% | 15,639 | $762K |
| Argent Advisors, Inc. | 0.30% | No change | 15,634 | $762K |
| Private Client Services, LLC | 0.48% | Add +34.8% | 15,620 | $761K |
| WealthPLAN Partners, LLC | 0.08% | Add +6.1% | 15,079 | $735K |
| Wealthstream Advisors, Inc. | 0.27% | Add +0.5% | 15,068 | $734K |
| Hirtle & Co., LLC | 0.04% | Add +253.6% | 15,059 | $734K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -3.6% | 14,704 | $717K |
| Colonial River Investments, LLC | 0.39% | Reduce -0.3% | 14,703 | $717K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +29.2% | 14,486 | $706K |
| Awm Capital, LLC | 0.11% | Add +0.6% | 14,415 | $703K |
| 626 Financial, LLC | 0.41% | No change | 14,377 | $701K |
| SageView Advisory Group, LLC | 0.04% | New | 14,239 | $694K |
| Frazier Financial Advisors, LLC | 0.55% | Reduce -2.8% | 14,217 | $693K |
| Pathstone Holdings, LLC | 0.00% | No change | 14,180 | $691K |
| Caldwell Trust Co | 0.08% | Add +0.4% | 13,929 | $679K |
| Brown Advisory Inc. | 0.00% | Reduce -0.7% | 13,806 | $673K |
| Legacy Edge Advisors, LLC | 0.12% | New | 13,779 | $672K |
| Koss-Olinger Consulting, LLC | 0.06% | New | 13,719 | $669K |
| IMC-Chicago, LLC | 0.02% | Reduce -2.0% | 13,676 | $667K |
| Lantz Financial LLC | 0.21% | Add +0.1% | 13,641 | $665K |
| Wallace Advisory Group, LLC | 0.47% | Add +28.2% | 13,481 | $657K |
| Swmg, LLC | 0.29% | Reduce -5.7% | 13,453 | $656K |
| Glass Jacobson Investment Advisors llc | 0.24% | Add +0.0% | 13,402 | $653K |
| First National Bank of Omaha | 0.04% | Reduce -1.4% | 13,269 | $647K |
| Innealta Capital, LLC | 0.21% | Reduce -22.1% | 13,229 | $645K |
| LBMC Investment Advisors, LLC | 0.06% | Reduce -12.9% | 13,214 | $644K |
| Cibc World Market Inc. | 0.00% | Add +29.7% | 13,124 | $640K |
| GM Advisory Group, LLC | 0.04% | No change | 13,106 | $639K |
| ForthRight Wealth Management, LLC | 0.23% | Reduce -3.7% | 13,065 | $637K |
| Castlekeep Investment Advisors LLC | 0.49% | Reduce -0.1% | 13,053 | $636K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.26% | Add +2.2% | 13,015 | $634K |
| Geller Advisors LLC | 0.05% | No change | 12,938 | $631K |
| Embree Financial Group | 0.12% | Add +0.5% | 12,930 | $630K |
| Certuity, LLC | 0.05% | Add +0.2% | 12,873 | $627K |
| MGB Wealth Management, LLC | 0.23% | Reduce -2.1% | 12,524 | $623K |
| Warren Street Wealth Advisors, LLC | 0.31% | Reduce -1.7% | 12,741 | $621K |
| Fort Point Capital Partners LLC | 0.08% | Add +0.4% | 12,733 | $621K |
| Strategic Financial Concepts, LLC | 0.36% | Add +2863.3% | 867,189 | $611K |
| McDonald Partners LLC | 0.16% | Add +2.1% | 12,452 | $607K |
| HF Advisory Group, LLC | 0.31% | Add +4.8% | 12,449 | $607K |
| Vestia Personal Wealth Advisors | 0.64% | — | 12,287 | $599K |
| MKT Advisors LLC | 0.30% | Add +4.0% | 12,250 | $597K |
| Peterson Wealth Advisors, LLC | 0.12% | Add +0.6% | 12,181 | $594K |
| Hengehold Capital Management LLC | 0.06% | Reduce -4.0% | 12,103 | $590K |
| Savvy Advisors, Inc. | 0.19% | Add +108.5% | 12,016 | $586K |
| Detalus Advisors, LLC | 0.20% | Reduce -0.1% | 11,944 | $582K |
| Fortis Group Advisors, LLC | 0.11% | Add +5.9% | 11,866 | $578K |
| Kovack Advisors, Inc. | 0.06% | Add +63.4% | 11,861 | $578K |
| Snowden Capital Advisors LLC | 0.02% | Add +13.6% | 11,681 | $569K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +0.0% | 11,147 | $569K |
| Altfest L J & Co. Inc. | 0.08% | Reduce -14.8% | 11,587 | $565K |
| Rational Advisors, Inc. | 0.06% | Reduce -61.8% | 11,453 | $558K |
| Orange Investment Advisors, Inc. | 0.07% | Add +32.7% | 11,819 | $555K |
| Beacon Financial Group | 0.06% | No change | 11,352 | $553K |
| First Trust Direct Indexing L.P. | 0.03% | New | 11,352 | $553K |
| Community Bank, N.A. | 0.07% | Reduce -0.2% | 11,323 | $552K |
| Lanark Financial, Inc. | 0.05% | Reduce -0.3% | 11,308 | $551K |
| Chris Bulman Inc | 0.38% | — | 11,303 | $551K |
| Cowa, LLC | 0.29% | No change | 11,295 | $551K |
| Csenge Advisory Group | 0.03% | Reduce -3.8% | 11,253 | $548K |
| Kraematon Investment Advisors, Inc. | 0.55% | Add +0.3% | 11,050 | $539K |
| Investments & Financial Planning, LLC | 0.36% | Reduce -0.4% | 11,030 | $538K |
| Tilson Financial Group, Inc. | 0.54% | Reduce -1.9% | 11,007 | $536K |
| Diversified, LLC | 0.06% | No change | 10,997 | $536K |
| Twin Capital Management Inc. | 0.06% | Add +0.4% | 10,823 | $528K |
| Sei Investments Co. | 0.00% | Add +40.5% | 10,772 | $525K |
| Victory Financial Group, LLC | 0.24% | Add +149.0% | 10,691 | $521K |
| Edgestream Partners, L.P. | 0.03% | New | 10,637 | $518K |
| PFG Investments, LLC | 0.04% | Reduce -21.7% | 10,625 | $518K |
| Integrated Advisors Network LLC | 0.03% | Reduce -0.3% | 10,482 | $511K |
| WNY Asset Management, LLC | 0.07% | Reduce -12.7% | 10,481 | $511K |
| Mather Group, Llc. | 0.01% | Add +330.2% | 10,175 | $510K |
| Maia Wealth LLC | 0.15% | — | 10,164 | $508K |
| Financial Insights, Inc. | 0.14% | Reduce -1.0% | 10,379 | $506K |
| Qube Research & Technologies Ltd | 0.00% | Add +182.8% | 10,290 | $502K |
| Crescent Sterling, Ltd. | 0.48% | Reduce -0.6% | 10,213 | $498K |
| Frisch Financial Group, Inc. | 0.15% | Add +26.9% | 10,126 | $494K |
| Natixis Advisors, LLC | 0.00% | New | 10,123 | $493K |
| HUB Investment Partners, LLC | 0.02% | No change | 10,058 | $490K |
| Schechter Investment Advisors, LLC | 0.04% | Add +0.0% | 10,029 | $489K |
| SpiderRock Advisors, LLC | 0.01% | No change | 10,000 | $487K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +14.5% | 9,924 | $484K |
| Capital Investment Advisors, LLC | 0.01% | New | 9,914 | $483K |
| Carnegie Investment Counsel | 0.01% | Reduce -2.0% | 9,904 | $483K |
| TrinityPoint Wealth, LLC | 0.07% | Add +8.0% | 9,840 | $480K |
| Coordinated Financial Services, Inc. | 0.41% | Reduce -2.7% | 9,732 | $474K |
| Arbor Wealth Advisors LLC | 0.46% | No change | 9,650 | $470K |
| Sanchez Wealth Management Group | 0.15% | Reduce -10.6% | 9,626 | $469K |
| Ironwood Financial, llc | 0.10% | No change | 9,447 | $460K |
| Emergent Wealth Advisors, LLC | 0.37% | Add +17.4% | 9,358 | $456K |
| Acorn Wealth Advisors, LLC | 0.22% | No change | 9,337 | $455K |
| Darrow Company, Inc. | 0.30% | Add +0.4% | 9,336 | $455K |
| Bank of Montreal | 0.00% | Reduce -88.5% | 9,101 | $449K |
| Pinnacle Bancorp, Inc. | 0.13% | Add +86.6% | 9,198 | $448K |
| Strategic Blueprint, LLC | 0.03% | Reduce -3.8% | 9,192 | $448K |
| Investment Partners, LTD. | 0.20% | No change | 9,002 | $439K |
| Citadel Advisors | 0.00% | Add +30.9% | 8,978 | $438K |
| Oarsman Capital, Inc. | 0.10% | Reduce -2.0% | 8,959 | $437K |
| AlphaMark Advisors, LLC | 0.15% | Add +11.3% | 8,920 | $435K |
| Aviso Wealth Management | 0.26% | Reduce -5.0% | 8,863 | $432K |
| Sage Mountain Advisors LLC | 0.04% | Reduce -10.4% | 8,853 | $431K |
| Trueblood Wealth Management, LLC | 0.24% | Reduce -0.8% | 8,812 | $429K |
| M Holdings Securities, Inc. | 0.06% | New | 8,810 | $429K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.8% | 8,771 | $428K |
| Somerset Trust Co | 0.17% | Reduce -1.8% | 8,752 | $427K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -0.9% | 8,726 | $425K |
| MBL Wealth, LLC | 0.05% | Reduce -8.8% | 8,640 | $421K |
| Twelve Points Wealth Management LLC | 0.15% | Add +6.5% | 8,604 | $419K |
| HBW Advisory Services LLC | 0.07% | Reduce -16.2% | 8,601 | $419K |
| Fiduciary Group, LLC | 0.04% | Reduce -7.6% | 8,558 | $417K |
| Intrua Financial, LLC | 0.07% | Reduce -26.2% | 8,453 | $412K |
| Truepoint, Inc. | 0.01% | Reduce -19.0% | 8,394 | $409K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +0.1% | 8,391 | $409K |
| DGS Capital Management, LLC | 0.11% | Add +1.1% | 8,381 | $409K |
| Raymond James Trust N.A. | 0.01% | New | 8,374 | $408K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +46.4% | 8,215 | $400K |
| Bremer Bank National Association | 0.08% | No change | 8,162 | $398K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -0.6% | 8,045 | $393K |
| First Financial Bank - Trust Division | 0.04% | New | 8,054 | $393K |
| Clarity Capital Advisors, LLC | 0.30% | Add +0.6% | 7,979 | $389K |
| Hoge Financial Services, LLC | 0.32% | Add +0.6% | 7,941 | $387K |
| MCF Advisors LLC | 0.03% | No change | 7,767 | $379K |
| Lynx Investment Advisory | 0.28% | — | 7,763 | $378K |
| Ballast, Inc. | 0.12% | Add +5.5% | 7,747 | $378K |
| Trustmark Bank Trust Department | 0.03% | New | 7,732 | $377K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +3.6% | 7,622 | $371K |
| Smallwood Wealth Investment Management, LLC | 0.29% | No change | 7,592 | $370K |
| Cape Investment Advisory, Inc. | 0.17% | Reduce -5.8% | 7,573 | $369K |
| Horizon Wealth Management, LLC | 0.09% | Reduce -98.2% | 7,559 | $368K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -8.1% | 7,487 | $365K |
| Wealth Advisory Solutions, LLC | 0.10% | New | 7,400 | $361K |
| Cascade Investment Advisors, Inc. | 0.24% | Add +0.7% | 7,380 | $360K |
| Invera Wealth Advisors, LLC | 0.37% | Reduce -3.5% | 7,199 | $357K |
| Moors & Cabot, Inc. | 0.02% | Reduce -12.0% | 7,294 | $356K |
| FWG Investments, LLC. | 0.36% | Add +0.6% | 7,269 | $354K |
| Lantern Wealth Advisors, LLC | 0.26% | Add +13.4% | 7,264 | $354K |
| Herold Advisors, Inc. | 0.08% | Add +13.4% | 7,264 | $354K |
| Narus Financial Partners, LLC | 0.14% | Add +2.8% | 7,246 | $353K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -2.9% | 7,136 | $348K |
| Coppell Advisory Solutions LLC | 0.06% | — | 7,108 | $346K |
| Iowa State Bank | 0.08% | Reduce -4.0% | 7,100 | $346K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -6.4% | 7,076 | $345K |
| Retirement Planning Co of New England, Inc. | 0.19% | Add +0.1% | 7,068 | $344K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +2.3% | 7,061 | $344K |
| Accel Wealth Management | 0.14% | Add +0.4% | 7,031 | $343K |
| Thrive Capital Management, LLC | 0.16% | New | 6,994 | $341K |
| Compound Planning, Inc. | 0.03% | Reduce -19.8% | 6,927 | $338K |
| Continuum Advisory, LLC | 0.05% | Add +1193.8% | 6,922 | $337K |
| Empower Advisory Group, LLC | 0.00% | Add +26.4% | 6,908 | $337K |
| Mustard Seed Financial, LLC | 0.32% | Add +0.0% | 6,855 | $334K |
| GC Wealth Management RIA, LLC | 0.07% | No change | 6,753 | $329K |
| Greystone Financial Group, LLC | 0.06% | Add +0.6% | 6,717 | $327K |
| Drucker Wealth 3.0, LLC | 0.09% | — | 6,677 | $325K |
| Vawter Financial, Ltd. | 0.22% | Reduce -3.3% | 6,641 | $324K |
| Grandview Asset Management LLC | 0.19% | Add +0.2% | 6,606 | $322K |
| Richard W. Paul & Associates, LLC | 0.12% | Reduce -6.7% | 6,588 | $321K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +17.2% | 6,550 | $319K |
| Focused Wealth Management, Inc | 0.05% | Reduce -0.8% | 6,546 | $319K |
| Rossmore Private Capital | 0.04% | No change | 6,538 | $319K |
| Pineridge Advisors LLC | 0.11% | New | 6,533 | $318K |
| Wolf Group Capital Advisors | 0.13% | Reduce -31.1% | 6,524 | $318K |
| Old Second National Bank of Aurora | 0.08% | Reduce -0.8% | 6,512 | $317K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.9% | 6,498 | $317K |
| Heritage Wealth Management, Inc. | 0.30% | No change | 6,409 | $312K |
| Smithfield Trust Co | 0.02% | No change | 6,400 | $312K |
| Arjuna Capital | 0.08% | New | 6,391 | $311K |
| Bill Few Associates, Inc. | 0.12% | Add +40.8% | 6,365 | $310K |
| Clearstead Advisors, LLC | 0.01% | Add +673.5% | 6,358 | $310K |
| Ballentine Partners, LLC | 0.01% | No change | 6,354 | $310K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -23.5% | 6,330 | $309K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -28.1% | 6,316 | $308K |
| Atlas Private Wealth Advisors | 0.05% | New | 6,279 | $306K |
| MB Generational Wealth, LLC | 0.24% | Reduce -27.9% | 6,227 | $304K |
| KM Capital Management Ltd. | 0.16% | New | 6,158 | $300K |
| Mission Creek Capital Partners, Inc. | 0.08% | Reduce -2.3% | 6,130 | $299K |
| Berkeley, Inc | 0.18% | No change | 6,104 | $298K |
| Liberty Wealth Management LLC | 0.05% | New | 6,096 | $297K |
| Stiles Financial Services Inc | 0.11% | Reduce -0.8% | 6,059 | $295K |
| Zega Financial, LLC | 0.11% | Reduce -9.1% | 6,054 | $295K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -40.3% | 6,046 | $295K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -3.5% | 5,993 | $292K |
| Mma Asset Management LLC | 0.14% | Reduce -46.6% | 5,957 | $290K |
| Kestra Investment Management, LLC | 0.02% | — | 5,951 | $290K |
| Pinion Investment Advisors, LLC | 0.14% | No change | 5,918 | $288K |
| GoalVest Advisory LLC | 0.09% | No change | 5,918 | $288K |
| Tidemark, LLC | 0.13% | Reduce -17.2% | 5,829 | $284K |
| First Community Trust NA | 0.24% | New | 5,804 | $283K |
| Keybank National Association | 0.00% | Reduce -3.0% | 5,724 | $279K |
| Sharper & Granite LLC | 0.13% | Reduce -14.9% | 5,700 | $278K |
| Gill Capital Partners, LLC | 0.11% | No change | 5,622 | $274K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -3.4% | 5,605 | $273K |
| Essex Bank | 0.07% | Reduce -6.5% | 5,594 | $273K |
| Security Financial Services, INC. | 0.06% | Reduce -6.7% | 5,559 | $271K |
| Empirical Asset Management, LLC | 0.10% | Reduce -64.5% | 5,557 | $271K |
| SMART Wealth LLC | 0.11% | Add +28.2% | 5,531 | $270K |
| Sterling Investment Counsel, LLC | 0.11% | Reduce -27.8% | 5,516 | $269K |
| Tranquility Partners, LLC | 0.10% | No change | 5,471 | $267K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | Reduce -10.0% | 5,471 | $267K |
| Proquility Private Wealth Partners, LLC | 0.09% | Reduce -12.0% | 5,455 | $266K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -32.8% | 5,326 | $266K |
| Traynor Capital Management, Inc. | 0.02% | Add +2.3% | 5,451 | $266K |
| Interchange Capital Partners, LLC | 0.10% | No change | 5,403 | $263K |
| Arrowroot Family Office, LLC | 0.17% | Reduce -13.6% | 5,373 | $262K |
| Brio Consultants, LLC | 0.04% | Reduce -18.4% | 5,293 | $258K |
| Kaizen Financial Strategies | 0.16% | New | 5,031 | $256K |
| Provenance Wealth Advisors, LLC | 0.04% | No change | 5,211 | $254K |
| Erickson Financial Group, LLC | 0.19% | Reduce -34.1% | 5,182 | $253K |
| Cambridge Advisors Inc. | 0.06% | No change | 5,130 | $250K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 5,118 | $249K |
| Goldstein Advisors, LLC | 0.04% | Reduce -2.2% | 5,063 | $247K |
| Droms Strauss Advisors Inc. /Mo/ | 0.09% | No change | 5,021 | $245K |
| LCNB Corp. | 0.09% | No change | 5,000 | $244K |
| JMG Financial Group, Ltd. | 0.01% | No change | 4,964 | $242K |
| Chicago Wealth Management, Inc. | 0.14% | No change | 4,949 | $241K |
| Everhart Financial Group, Inc. | 0.06% | Add +0.2% | 4,942 | $241K |
| International Assets Investment Management, LLC | 0.02% | New | 4,903 | $239K |
| Venture Visionary Partners LLC | 0.01% | Reduce -1.0% | 4,826 | $235K |
| Integrated Capital Management, Inc. | 0.19% | Add +6.7% | 4,784 | $233K |
| SFG Wealth Management, LLC. | 0.13% | Reduce -1.3% | 4,778 | $233K |
| Clark Capital Management Group, Inc. | 0.00% | New | 4,747 | $231K |
| Fusion Family Wealth, LLC | 0.02% | No change | 4,706 | $229K |
| TAP Consulting, LLC | 0.05% | Reduce -1.6% | 4,679 | $228K |
| Headlands Technologies LLC | 0.02% | New | 4,655 | $227K |
| Concord Wealth Partners | 0.04% | Reduce -17.8% | 4,653 | $227K |
| Simplicity Wealth,LLC | 0.01% | Reduce -31.3% | 4,643 | $226K |
| DAVENPORT & Co LLC | 0.00% | New | 4,641 | $226K |
| Valued Retirements, Inc. | 0.34% | No change | 4,631 | $226K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -13.8% | 4,608 | $225K |
| Florida Trust Wealth Management Co | 0.01% | No change | 4,546 | $222K |
| Lion Street Advisors, LLC | 0.08% | Reduce -45.5% | 4,486 | $219K |
| Norris Perne & French LLP | 0.02% | No change | 4,451 | $217K |
| LGT Financial Advisors LLC | 0.46% | Add +27.0% | 4,427 | $216K |
| Fisher Asset Management | 0.00% | Reduce -50.3% | 4,427 | $216K |
| Winch Advisory Services, LLC | 0.06% | Add +9.8% | 4,423 | $216K |
| ETF Store, Inc. | 0.22% | Reduce -20.2% | 4,363 | $213K |
| Rockwood Wealth Management, LLC | 0.03% | New | 4,361 | $213K |
| Valley National Advisers Inc. | 0.03% | No change | 4,352 | $212K |
| MSH Capital Advisors LLC | 0.07% | Reduce -8.7% | 4,336 | $211K |
| Northwest Capital Management Inc | 0.08% | Reduce -14.6% | 4,324 | $211K |
| Howard Capital Management Group, LLC | 0.02% | No change | 4,273 | $208K |
| Signaturefd, LLC | 0.00% | Add +42.8% | 4,226 | $206K |
| Veracity Capital LLC | 0.09% | New | 4,204 | $205K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -6.0% | 4,198 | $205K |
| Key Client Fiduciary Advisors, LLC | 0.10% | New | 4,182 | $204K |
| Forza Wealth Management, LLC | 0.10% | No change | 4,165 | $203K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -7.8% | 4,158 | $203K |
| Vista Investment Management | 0.08% | Reduce -4.1% | 4,151 | $202K |
| Wellington Wealth Strategies, LLC. | 0.84% | New | 4,115 | $201K |
| Atwood & Palmer Inc. | 0.01% | Add +8.1% | 4,071 | $198K |
| Tucker Asset Management LLC | 0.04% | Add +17.2% | 3,923 | $191K |
| Glassman Wealth Services | 0.03% | No change | 3,833 | $187K |
| Halpern Financial, Inc. | 0.05% | Add +105.1% | 3,795 | $185K |
| Byrne Asset Management LLC | 0.15% | New | 337 | $181K |
| Rothschild Investment LLC | 0.01% | Add +0.1% | 3,506 | $171K |
| ICA Group Wealth Management, LLC | 0.10% | Reduce -96.2% | 3,503 | $171K |
| Evermay Wealth Management LLC | 0.03% | No change | 3,459 | $169K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 3,450 | $168K |
| Phillips Financial Management, LLC | 0.01% | Reduce -52.1% | 3,251 | $158K |
| PrairieView Partners, LLC | 0.02% | No change | 3,165 | $154K |
| Pin Oak Investment Advisors Inc. | 0.14% | No change | 3,026 | $147K |
| Bogart Wealth, LLC | 0.01% | Add +6.2% | 2,912 | $142K |
| Indiana Trust & Investment Management Co | 0.05% | Reduce -8.8% | 2,879 | $140K |
| Colonial Trust Co / SC | 0.02% | No change | 2,800 | $136K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.3% | 2,789 | $136K |
| Operose Advisors LLC | 0.05% | No change | 2,787 | $136K |
| Aspire Private Capital, LLC | 0.03% | Add +29.8% | 2,773 | $135K |
| Main Street Group, LTD | 0.05% | Add +16.8% | 2,325 | $113K |
| Thompson Investment Management, Inc. | 0.02% | No change | 2,302 | $112K |
| Cedar Wealth Management, LLC | 0.04% | No change | 2,280 | $111K |
| Ancora Advisors LLC | 0.00% | Reduce -11.2% | 2,207 | $108K |
| Heritage Wealth Advisors | 0.00% | No change | 2,200 | $107K |
| Salem Investment Counselors Inc. | 0.00% | Add +206.6% | 2,125 | $104K |
| Bare Financial Services, Inc | 0.05% | No change | 2,000 | $102K |
| Wetzel Investment Advisors, Inc. | 0.06% | No change | 2,022 | $101K |
| Trust Co. of Vermont | 0.01% | No change | 2,048 | $100K |
| Aptus Capital Advisors, LLC | 0.00% | Add +71.2% | 2,039 | $99K |
| FAS Wealth Partners, Inc. | 0.01% | Add +407.3% | 2,024 | $99K |
| Johnson Financial Group, Inc. | 0.00% | No change | 2,006 | $98K |
| Coston, McIsaac & Partners | 0.03% | No change | 1,917 | $93K |
| Balefire, LLC | 0.03% | New | 1,771 | $86K |
| Ballast Advisors LLC | 0.03% | Reduce -14.5% | 1,742 | $85K |
| Private Ocean, LLC | 0.01% | Add +0.5% | 1,693 | $83K |
| NFSG Corp | 0.03% | Reduce -55.2% | 1,650 | $80K |
| National Bank of Canada | 0.00% | Reduce -6.0% | 1,506 | $73K |
| Transcendent Capital Group LLC | 0.04% | No change | 1,496 | $73K |
| First Financial Corp. | 0.04% | New | 1,468 | $72K |
| Nvwm, LLC | 0.02% | No change | 1,461 | $71K |
| Sandy Spring Bank | 0.00% | New | 1,438 | $70K |
| Register Financial Advisors LLC | 0.03% | No change | 1,385 | $68K |
| Blue Trust, Inc. | 0.00% | New | 1,346 | $67K |
| Tortoise Investment Management, LLC | 0.01% | Add +47.8% | 1,330 | $65K |
| Family Manage LLC | 0.01% | No change | 1,266 | $62K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,257 | $61K |
| FWL Investment Management, LLC | 0.03% | New | 1,240 | $60K |
| Optimum Investment Advisors | 0.03% | No change | 1,200 | $58K |
| Asset Dedication, LLC | 0.00% | Add +13.7% | 1,193 | $58K |
| Spotlight Asset Group, Inc. | 0.04% | No change | 1,188 | $58K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,122 | $55K |
| Motco | 0.00% | New | 1,109 | $54K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,095 | $53K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 1,076 | $52K |
| NBT Bank, N.A. | 0.00% | Reduce -89.7% | 1,064 | $52K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,000 | $49K |
| Realta Investment Advisors | 0.01% | Add +0.5% | 979 | $48K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 913 | $45K |
| Voisard Asset Management Group, Inc. | 0.02% | No change | 831 | $41K |
| Deutsche Bank AG | 0.00% | Add +95.1% | 800 | $39K |
| Triad Wealth Partners, LLC | 0.02% | New | 779 | $38K |
| ORG Partners LLC | 0.00% | New | 773 | $38K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 759 | $37K |
| Costello Asset Management, INC | 0.03% | Add +0.3% | 749 | $36K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -1.1% | 738 | $36K |
| Abich Financial Wealth Management LLC | 0.02% | Reduce -37.8% | 712 | $35K |
| Wolff Wiese Magana LLC | 0.03% | No change | 653 | $32K |
| EdgeRock Capital LLC | 0.02% | New | 625 | $30K |
| Olistico Wealth, LLC | 0.02% | New | 622 | $30K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.7% | 617 | $30K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -13.4% | 605 | $29K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 591 | $29K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +227.0% | 582 | $28K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 569 | $28K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -22.7% | 561 | $27K |
| Crewe Advisors LLC | 0.00% | Reduce -3.2% | 552 | $27K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 544 | $27K |
| Principal Securities, Inc. | 0.00% | Add +20.3% | 540 | $26K |
| Arlington Trust Co LLC | 0.01% | New | 535 | $26K |
| American National Bank & Trust | 0.00% | No change | 513 | $25K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | New | 509 | $25K |
| CVA Family Office, LLC | 0.00% | No change | 480 | $23K |
| Smartleaf Asset Management LLC | 0.00% | No change | 467 | $23K |
| Hartford Financial Management Inc. | 0.00% | No change | 459 | $22K |
| Howe & Rusling Inc. | 0.00% | New | 411 | $20K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 375 | $18K |
| BlackRock Inc. | 0.00% | Add +2.6% | 357 | $17K |
| Hanson & Doremus Investment Management | 0.00% | Add +592.2% | 353 | $17K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 340 | $17K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 328 | $16K |
| City Holding Co. | 0.00% | No change | 315 | $15K |
| Parkside Financial Bank & Trust | 0.00% | No change | 281 | $14K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 275 | $13K |
| Brown Financial Advisors | 0.01% | — | 262 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 259 | $13K |
| Paladin Advisory Group, LLC | 0.01% | No change | 254 | $12K |
| Abound Wealth Management | 0.00% | No change | 252 | $12K |
| Ransom Advisory, Ltd | 0.01% | No change | 250 | $12K |
| WASHINGTON TRUST Co | 0.00% | No change | 225 | $11K |
| St Germain D J Co. Inc. | 0.00% | New | 220 | $11K |
| M&R Capital Management Inc. | 0.00% | Add +106.6% | 219 | $11K |
| Lindbrook Capital, LLC | 0.00% | New | 214 | $10K |
| Avion Wealth | 0.00% | New | 205 | $10K |
| CNB Bank | 0.00% | New | 193 | $9K |
| CENTRAL TRUST Co | 0.00% | New | 164 | $8K |
| Global Wealth Strategies & Associates | 0.00% | No change | 152 | $7K |
| Horizon Bancorp Inc. | 0.00% | Reduce -43.3% | 136 | $7K |
| Redmont Wealth Advisors LLC | 0.01% | New | 135 | $7K |
| Russell Investments Group, Ltd. | 0.00% | New | 129 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 118 | $6K |
| Arax Advisory Partners | 0.00% | No change | 110 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -46.5% | 93 | $5K |
| Sound Income Strategies, LLC | 0.00% | Reduce -66.9% | 86 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 84 | $4K |
| Creekmur Asset Management LLC | 0.00% | Reduce -76.5% | 83 | $4K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 80 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 80 | $4K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 78 | $4K |
| SJS Investment Consulting Inc. | 0.00% | New | 76 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 60 | $3K |
| Stone House Investment Management, LLC | 0.00% | No change | 60 | $3K |
| Financial Perspectives, Inc | 0.00% | No change | 57 | $3K |
| Tompkins Financial Corp. | 0.00% | No change | 34 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +92.9% | 27 | $1K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -32.5% | 27 | $1K |
| EnRich Financial Partners LLC | 0.00% | New | 22 | $1K |
| Beacon Capital Management, LLC | 0.00% | Reduce -99.2% | 12 | $585 |
| Founders Capital Management | 0.00% | No change | 4 | $202 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $148 |
| Baldwin Wealth Partners LLC | 0.00% | New | 1 | $49 |
| Parallel Advisors, LLC | 0.00% | No change | 1 | $49 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $49 |
| Semmax Financial Advisors Inc. | 0.00% | New | 1 | $46 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -95.8% | 48 | $9 |
"% 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.