SS SPDR P S&P 500 Value ETFSPYVETF
13F holders, Q3 2024 (September 30)959holders +59
95new positions
42sold out
7famous investors
$53.04avg. 13F price*
At the end of Q3 2024, 959 institutions reported holding SS SPDR P S&P 500 Value ETF (SPYV) in their 13F filings, up 59 from Q2 2024. 95 opened new positions and 42 sold out. The largest holders were Financial Engines Advisors L.L.C. ($4.1B), LPL Financial LLC ($2.1B) and Allworth Financial LP ($1.1B). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P S&P 500 Value ETF
- Filed as
- SPDR SER TR (Q3 2024)
- CUSIP
- 78464A508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $130.9M |
| Exits | 42 | $144.3M |
All 13F filers, Q2 2024 → Q3 2024: 40,995,400 shares bought and 13,926,883 shares sold, net +27,068,517 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 959 holders
| Financial Engines Advisors L.L.C. | 8.46% | Add +1.9% | 76,685,992 | $4.1B |
| LPL Financial LLC | 0.92% | Add +8.8% | 39,150,619 | $2.1B |
| Allworth Financial LP | 6.54% | Add +2.3% | 20,300,686 | $1.1B |
| Envestnet Asset Management Inc. | 0.21% | Add +187.1% | 12,573,373 | $664.6M |
| Morgan Stanley | 0.04% | Add +7.8% | 9,587,357 | $506.8M |
| Bank of America Corp. | 0.04% | Add +26.3% | 7,655,614 | $404.7M |
| Valmark Advisers, Inc. | 6.20% | Add +1.9% | 7,491,869 | $396.0M |
| Ameriprise Financial Inc. | 0.10% | Add +15.8% | 7,262,722 | $384.8M |
| UBS Group AG | 0.09% | Add +5.0% | 6,333,346 | $334.8M |
| JPMorgan Chase & Co. | 0.02% | Add +5.4% | 5,569,723 | $294.4M |
| Advisory Alpha, LLC | 8.78% | Add +6.5% | 4,674,349 | $247.1M |
| Cwm, LLC | 0.99% | Add +5.1% | 4,351,050 | $230.0M |
| NorthRock Partners, LLC | 7.53% | Add +2.4% | 4,326,914 | $228.7M |
| Raymond James Financial Services Advisors, Inc. | 0.30% | Add +0.7% | 4,232,189 | $223.7M |
| Royal Bank of Canada | 0.05% | Add +1.2% | 4,037,708 | $213.4M |
| Osaic Holdings, Inc. | 0.48% | Add +35.0% | 3,992,175 | $211.0M |
| Willis Johnson & Associates, Inc. | 15.84% | Add +3.3% | 3,944,840 | $208.5M |
| Tiaa Trust, National Association | 0.60% | Add +17.7% | 3,831,275 | $202.5M |
| Equitable Holdings, Inc. | 1.96% | Add +2.2% | 3,822,230 | $202.0M |
| Townsquare Capital LLC | 2.40% | Add +7.2% | 3,791,777 | $200.4M |
| Franklin Resources Inc. | 0.06% | Reduce -4.5% | 3,689,286 | $197.6M |
| Dynasty Wealth Management, LLC | 5.59% | Reduce -41.1% | 1,929,406 | $184.9M |
| Cerity Partners LLC | 0.40% | Add +9.7% | 3,434,863 | $181.6M |
| Clark Capital Management Group, Inc. | 1.16% | Add +67543.5% | 3,211,037 | $169.7M |
| Quotient Wealth Partners, LLC | 5.57% | Add +2.0% | 3,205,243 | $169.4M |
| Nicolet Advisory Services, LLC | 14.84% | Reduce -2.2% | 3,000,995 | $157.2M |
| Cetera Investment Advisers | 0.33% | Add +16.8% | 2,891,977 | $152.9M |
| Betterment LLC | 0.36% | Reduce -4.0% | 2,888,435 | $152.7M |
| Private Advisor Group, LLC | 0.91% | Add +4.6% | 2,761,731 | $146.0M |
| Connecticut Wealth Management, LLC | 6.46% | Add +3.7% | 2,526,058 | $133.5M |
| Lutz Financial Services LLC | 9.49% | Add +0.2% | 2,211,228 | $116.9M |
| First National Trust Co | 4.29% | Reduce -7.0% | 2,101,975 | $111.1M |
| AE Wealth Management LLC | 0.94% | Add +25.2% | 1,964,784 | $103.9M |
| HighTower Advisors, LLC | 0.15% | Add +7.5% | 1,953,650 | $103.3M |
| Simon Quick Advisors, LLC | 6.43% | Reduce -1.2% | 1,926,222 | $101.8M |
| Flputnam Investment Management Co. | 1.78% | Reduce -0.1% | 1,870,112 | $98.9M |
| Gerber Kawasaki Wealth & Investment Management | 4.30% | Add +1.6% | 1,767,302 | $93.4M |
| Angeles Wealth Management, LLC | 7.88% | Add +10.1% | 1,730,993 | $91.5M |
| Old National Bancorp | 2.08% | Add +2.7% | 1,704,043 | $90.1M |
| Mariner, LLC | 0.16% | Reduce -5.8% | 1,667,714 | $88.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -41.2% | 1,615,593 | $85.4M |
| Magnus Financial Group LLC | 8.64% | Add +5.5% | 1,601,598 | $84.7M |
| Flagship Harbor Advisors, LLC | 4.62% | Add +57.3% | 1,590,189 | $84.1M |
| N.E.W. Advisory Services LLC | 8.23% | Reduce -0.1% | 1,580,092 | $83.5M |
| Octavia Wealth Advisors, LLC | 10.04% | Add +6.9% | 1,540,924 | $81.5M |
| KWB Wealth | 10.43% | Add +2.8% | 1,641,087 | $80.0M |
| AlphaStar Capital Management, LLC | 6.30% | Reduce -2.2% | 1,502,022 | $79.4M |
| Janney Montgomery Scott LLC | 0.22% | Add +2.5% | 1,499,607 | $79.3M |
| Orion Porfolio Solutions, LLC | 0.76% | Add +1525.1% | 1,449,664 | $76.6M |
| Orion Portfolio Solutions, LLC | 0.76% | Add +1525.1% | 1,449,664 | $76.6M |
| Horizon Investments, LLC | 2.03% | Reduce -61.3% | 1,447,458 | $76.5M |
| Wells Fargo & Company | 0.02% | Add +6.7% | 1,318,759 | $69.7M |
| Good Life Advisors, LLC | 4.20% | Add +22.1% | 1,291,099 | $68.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -15.0% | 1,259,918 | $66.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +40.4% | 1,244,963 | $65.8M |
| Commonwealth Equity Services, LLC | 0.10% | Add +0.1% | 1,220,840 | $64.5M |
| Nottingham Advisors, Inc. | 6.92% | Add +0.4% | 1,183,017 | $62.5M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +8.2% | 1,149,600 | $60.8M |
| Klingman & Associates, LLC | 3.64% | Reduce -0.3% | 1,110,654 | $58.7M |
| FMR LLC | 0.00% | Add +0.4% | 1,105,992 | $58.5M |
| Nicolet Bankshares Inc. | 11.45% | Reduce -1.1% | 1,074,161 | $56.8M |
| Stifel Financial Corp. | 0.06% | Reduce -17.2% | 1,041,204 | $55.0M |
| Compton Financial Group, LLC | 15.20% | Add +9.9% | 951,791 | $50.3M |
| IHT Wealth Management, LLC | 1.38% | Add +11.7% | 918,498 | $48.5M |
| Roberts Financial Services LLC | 9.05% | Reduce -2.4% | 914,539 | $48.3M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +7.6% | 885,441 | $46.8M |
| Arrow Financial Corp | 4.29% | Reduce -4.5% | 877,479 | $46.4M |
| Whitcomb & Hess, Inc. | 13.67% | Reduce -1.7% | 869,592 | $46.0M |
| Accredited Investors Inc. | 2.61% | Reduce -1.8% | 863,821 | $45.7M |
| Prudential Financial Inc. | 0.06% | Add +15.5% | 844,939 | $44.7M |
| MML Investors Services, LLC | 0.15% | Add +20.6% | 767,014 | $40.5M |
| CoreCap Advisors, LLC | 1.90% | Add +5.3% | 764,567 | $40.4M |
| Raymond James & Associates | 0.02% | Add +11.5% | 762,790 | $40.3M |
| Perennial Investment Advisors, LLC | 5.21% | Reduce -3.4% | 758,958 | $40.1M |
| Modern Wealth Management, LLC | 2.45% | Add +127.6% | 754,849 | $39.9M |
| Balanced Wealth Group LLC | 17.01% | Reduce -48.1% | 788,568 | $38.4M |
| Creative Financial Designs Inc. | 3.20% | Reduce -5.5% | 719,207 | $38.0M |
| Alera Investment Advisors, LLC | 4.41% | Reduce -2.4% | 710,471 | $37.6M |
| CGN Advisors LLC | 3.77% | Add +23.6% | 710,051 | $37.5M |
| Williams Financial, LLC | 23.22% | Add +1.9% | 702,694 | $37.1M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -3.8% | 701,496 | $37.1M |
| Facet Wealth, Inc. | 1.06% | Reduce -7.6% | 709,658 | $37.1M |
| Woodard & Co. Asset Management Group Inc. | 7.92% | Add +6.8% | 666,836 | $35.2M |
| Corient Private Wealth LP | 0.05% | Add +4.1% | 648,305 | $34.3M |
| Founders Financial Securities LLC | 3.15% | Reduce -3.2% | 645,597 | $34.1M |
| Signet Financial Management, LLC | 4.31% | Add +0.2% | 639,951 | $33.8M |
| Thrivent Financial for Lutherans | 0.06% | Add +39.9% | 628,845 | $33.2M |
| Benjamin Edwards Inc. | 0.48% | Add +1371.8% | 623,960 | $33.0M |
| Principal Securities, Inc. | 0.79% | Add +113776.3% | 614,932 | $32.5M |
| BIP Wealth, LLC | 2.20% | Add +4.4% | 611,737 | $32.3M |
| Edmonds Duncan Registered Investment Advisors, LLC | 6.99% | Add +7.4% | 603,545 | $31.9M |
| Avior Wealth Management, LLC | 1.26% | Add +2.1% | 599,173 | $31.7M |
| Vicus Capital | 2.71% | Add +2.2% | 579,993 | $30.7M |
| Inspirion Wealth Advisors, LLC | 4.21% | Reduce -1.7% | 569,290 | $30.1M |
| Tennessee Valley Asset Management Partners | 4.91% | Add +2.8% | 561,536 | $29.7M |
| Northern Trust Corp. | 0.00% | Reduce -0.3% | 555,462 | $29.4M |
| Riversedge Advisors, LLC | 6.48% | Add +1.1% | 540,478 | $28.6M |
| Prospera Financial Services Inc | 0.73% | Add +847.0% | 538,683 | $28.5M |
| Stratos Wealth Partners, LTD. | 0.41% | Add +15.8% | 537,606 | $28.4M |
| Cordatus Wealth Management LLC | 10.08% | Add +896.5% | 531,029 | $28.1M |
| Geneos Wealth Management Inc. | 1.06% | Add +6.8% | 527,759 | $27.9M |
| Tsfg, LLC | 6.08% | Add +1.4% | 526,724 | $27.8M |
| Choice Wealth Advisors LLC | 13.90% | Reduce -1.0% | 526,118 | $27.8M |
| Measured Wealth Private Client Group, LLC | 9.27% | Reduce -21.4% | 524,119 | $27.7M |
| ERn Financial, LLC | 4.20% | Add +7.5% | 522,253 | $27.6M |
| Koss-Olinger Consulting, LLC | 2.39% | Add +3702.4% | 521,648 | $27.6M |
| Great Valley Advisor Group, Inc. | 0.67% | Add +23.4% | 515,094 | $27.2M |
| Brandywine Oak Private Wealth LLC | 2.62% | Add +3.0% | 511,161 | $27.0M |
| Convergence Financial, LLC | 5.67% | Add +11.3% | 505,014 | $26.7M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -9.7% | 495,427 | $26.1M |
| Western Wealth Management, LLC | 1.47% | Add +1.5% | 487,573 | $25.8M |
| Rodgers & Associates, LTD | 3.06% | Reduce -2.3% | 484,937 | $25.6M |
| Kestra Advisory Services, LLC | 0.14% | Reduce -4.3% | 475,925 | $25.2M |
| Avantax Planning Partners, Inc. | 0.88% | Reduce -20.3% | 465,510 | $24.6M |
| Gladstone Institutional Advisory LLC | 1.20% | Add +735.0% | 463,965 | $24.5M |
| Merit Financial Group, LLC | 0.54% | Reduce -5.9% | 457,574 | $24.2M |
| Diversify Wealth Management, LLC | 2.33% | Add +17.7% | 454,556 | $24.2M |
| Dakota Wealth Management | 0.54% | Add +12.7% | 454,972 | $24.0M |
| MBE Wealth Management, LLC | 13.10% | Add +3.0% | 449,354 | $23.8M |
| Marathon Mission, Inc. | 16.54% | Add +4.1% | 448,977 | $23.7M |
| Pinnacle Wealth Planning Services, Inc. | 3.22% | Reduce -0.4% | 448,521 | $23.7M |
| NewEdge Advisors, LLC | 0.15% | Reduce -0.2% | 448,313 | $23.7M |
| Waverly Advisors, LLC | 0.43% | Add +3.4% | 441,216 | $23.3M |
| Money Design Co.,Ltd. | 1.15% | Add +8.8% | 437,661 | $23.1M |
| Alta Wealth Advisors LLC | 10.52% | Add +7.0% | 435,398 | $23.0M |
| Harbor Group, Inc. | 5.30% | Add +3.6% | 433,848 | $22.9M |
| Leicht Financial Planning & Wealth Management, Inc. | 11.53% | Add +4.0% | 433,405 | $22.9M |
| Alesco Advisors, LLC, An ESL Co | 0.70% | Reduce -4.6% | 428,255 | $22.6M |
| Cary Street Partners Investment Advisory LLC | 0.83% | Add +3.5% | 428,078 | $22.6M |
| Visionary Horizons, LLC | 15.11% | Add +10.3% | 427,346 | $22.6M |
| Windsor Capital Management, LLC | 6.52% | Add +0.2% | 424,916 | $22.5M |
| Sanctuary Advisors, LLC | 0.14% | Add +513.3% | 408,511 | $22.3M |
| First Command Advisory Services, Inc. | 0.21% | Reduce -8.6% | 421,095 | $22.3M |
| Atticus Wealth Management, LLC | 6.74% | Add +2.8% | 396,862 | $21.0M |
| SkyOak Wealth, LLC | 4.59% | Add +1.4% | 391,646 | $20.7M |
| Courier Capital LLC | 1.40% | Add +6.6% | 387,260 | $20.5M |
| Integrated Capital Management, LLC | 10.75% | — | 383,720 | $20.3M |
| Retirement Planning Group, LLC | 1.09% | Reduce -0.2% | 379,300 | $20.0M |
| Prism Advisors, Inc. | 5.70% | Reduce -1.8% | 376,817 | $19.9M |
| Pure Financial Advisors, LLC | 0.48% | Reduce -2.6% | 374,705 | $19.8M |
| Retirement Financial Solutions, LLC | 8.63% | Add +1.4% | 372,926 | $19.7M |
| Hamilton Capital, LLC | 1.45% | Add +5.7% | 374,067 | $19.5M |
| Mgo One Seven LLC | 0.83% | Add +50.0% | 362,807 | $19.2M |
| Leslie Global Wealth, LLC | 9.18% | Add +3.5% | 357,393 | $18.9M |
| Freestate Advisors LLC | 19.61% | — | 356,543 | $18.8M |
| Brookstone Capital Management | 0.28% | Reduce -4.8% | 356,129 | $18.8M |
| CarsonAllaria Wealth Management, Ltd. | 10.68% | Reduce -0.3% | 352,509 | $18.6M |
| Global Retirement Partners, LLC | 0.56% | Reduce -9.2% | 352,119 | $18.6M |
| TPG Financial Advisors, LLC | 8.37% | Add +3.1% | 351,544 | $18.6M |
| Keystone Financial Group | 2.39% | New | 350,678 | $18.5M |
| Integrated Wealth Concepts LLC | 0.23% | Add +1.8% | 350,007 | $18.5M |
| Baird Financial Group, Inc. | 0.04% | Add +4.7% | 347,670 | $18.4M |
| Moneco Advisors, LLC | 2.29% | Add +20.2% | 347,579 | $18.4M |
| Navalign, LLC | 5.29% | Reduce -1.4% | 339,736 | $18.0M |
| Avantax Advisory Services, Inc. | 0.12% | Add +9.7% | 337,419 | $17.8M |
| Larson Financial Group LLC | 1.01% | Reduce -6.3% | 337,353 | $17.8M |
| Truist Financial Corp. | 0.03% | Add +9.4% | 334,301 | $17.7M |
| Goodman Advisory Group, LLC | 5.00% | New | 331,593 | $17.5M |
| Fifth Third Securities, Inc. | 1.64% | Add +6.6% | 328,555 | $17.4M |
| 1834 Investment Advisors Co. | 2.01% | Add +19.7% | 327,451 | $17.3M |
| Wealth Advisors of Iowa, LLC | 8.67% | New | 322,286 | $17.0M |
| McAdam, LLC | 0.94% | Add +2.7% | 316,872 | $16.7M |
| SilverOak Wealth Management LLC | 3.73% | Add +2.4% | 314,976 | $16.6M |
| Sargent Investment Group, LLC | 2.94% | Add +77.4% | 309,356 | $16.4M |
| First Heartland Consultants, Inc. | 1.75% | Add +0.5% | 307,562 | $16.3M |
| Demars Financial Group, LLC | 7.37% | Add +3.1% | 305,518 | $16.1M |
| Assetmark, Inc. | 0.05% | Reduce -16.2% | 305,242 | $16.1M |
| Kestra Private Wealth Services, LLC | 0.30% | Add +9.9% | 305,140 | $16.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Reduce -6.3% | 300,000 | $15.8M |
| Destiny Capital Corp | 9.67% | Add +6.8% | 299,460 | $15.6M |
| Eaton Financial Holdings Company, LLC | 6.32% | — | 293,619 | $15.5M |
| Journey Strategic Wealth LLC | 0.57% | New | 293,201 | $15.5M |
| Diligent Investors, LLC | 3.59% | Reduce -2.2% | 292,550 | $15.5M |
| AA Financial Advisors, LLC | 4.48% | Add +45.9% | 292,441 | $15.5M |
| SteelPeak Wealth, LLC | 0.67% | Reduce -6.5% | 287,228 | $15.2M |
| Executive Wealth Management, LLC | 1.18% | Reduce -1.6% | 284,295 | $15.0M |
| Yeomans Consulting Group, Inc. | 5.60% | Add +274.8% | 283,341 | $15.0M |
| Great Lakes Retirement, Inc. | 1.89% | Add +0.3% | 279,050 | $14.8M |
| Horizon Financial Services, LLC | 8.71% | Add +2.0% | 277,445 | $14.7M |
| Confluence Investment Management LLC | 0.19% | Reduce -26.4% | 272,876 | $14.4M |
| Ackerman Capital Advisors, LLC | 3.72% | Add +1.4% | 272,545 | $14.4M |
| Cynosure Group, LLC | 2.10% | Add +6.6% | 272,233 | $14.4M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -1.6% | 267,545 | $14.1M |
| Private Wealth Group, LLC | 6.95% | Reduce -1.8% | 262,902 | $13.9M |
| Meridian Wealth Management, LLC | 0.68% | Reduce -0.0% | 260,892 | $13.8M |
| Millington Financial Advisors, LLC | 8.49% | Add +10.0% | 257,758 | $13.6M |
| Reston Wealth Management LLC | 4.82% | Add +1.1% | 252,178 | $13.3M |
| Higgins & Schmidt Wealth Strategies LLC | 8.55% | Add +4.7% | 250,519 | $13.2M |
| Atria Wealth Solutions, Inc. | 0.14% | Add +0.1% | 250,518 | $13.2M |
| Axxcess Wealth Management, LLC | 0.33% | Add +17.6% | 249,756 | $13.2M |
| Kingsview Wealth Management, LLC | 0.28% | Reduce -7.8% | 248,588 | $13.1M |
| Symphony Financial, Ltd. Co. | 2.16% | Add +4.4% | 247,415 | $13.0M |
| New England Capital Financial Advisors LLC | 6.53% | Reduce -1.7% | 237,946 | $12.6M |
| Verus Capital Partners, LLC | 1.21% | Add +0.6% | 233,602 | $12.4M |
| NewSquare Capital LLC | 0.98% | Add +127.2% | 233,128 | $12.3M |
| Meritage Portfolio Management | 0.74% | Add +1.9% | 227,655 | $12.0M |
| Optimist Retirement Group LLC | 5.36% | Add +0.7% | 224,497 | $11.9M |
| Diversify Advisory Services, LLC | 0.63% | Add +12.8% | 219,542 | $11.7M |
| Strategic Financial Partners, Ltd. | 5.95% | Add +32.9% | 220,388 | $11.6M |
| Probity Advisors, Inc. | 2.22% | Add +8.0% | 219,675 | $11.6M |
| Valtinson Bruner Financial Planning LLC | 4.02% | Add +7.1% | 218,008 | $11.5M |
| Savant Capital, LLC | 0.09% | Reduce -4.9% | 214,480 | $11.3M |
| Wealthcare Advisory Partners LLC | 0.32% | Add +8.1% | 212,794 | $11.2M |
| Centennial Wealth Advisory LLC | 4.38% | Add +133.7% | 212,633 | $11.2M |
| Financial Council, LLC | 5.84% | Add +1.7% | 212,129 | $11.2M |
| Spire Wealth Management | 0.37% | Add +3.5% | 208,791 | $11.0M |
| Wrapmanager Inc. | 2.83% | Add +3.6% | 207,340 | $11.0M |
| Stone Summit Wealth LLC | 3.50% | Add +1.6% | 205,299 | $10.9M |
| Hofer & Associates. Inc | 7.46% | Add +1.8% | 204,515 | $10.8M |
| GHP Investment Advisors, Inc. | 0.49% | Add +3.2% | 203,871 | $10.8M |
| Clear Creek Financial Management, LLC | 1.18% | Reduce -0.4% | 197,420 | $10.4M |
| Legacy Financial Group LLC | 1.99% | Add +1.2% | 195,849 | $10.4M |
| Financial Planning & Information Services, Inc. | 1.42% | Add +15.0% | 194,914 | $10.3M |
| Hills Bank & Trust Co | 0.77% | Add +7.0% | 193,716 | $10.2M |
| PAX Financial Group, LLC | 1.84% | Add +64.6% | 193,647 | $10.2M |
| M&T Bank Corp | 0.03% | Reduce -18.2% | 191,058 | $10.1M |
| Summit Financial, LLC | 0.39% | Add +29.9% | 188,382 | $10.0M |
| Power Wealth Management LLC | 4.22% | Add +14.7% | 186,875 | $9.9M |
| Silver Oak Securities, Incorporated | 1.04% | Add +36.1% | 188,571 | $9.9M |
| Collaborative Wealth Managment Inc. | 4.39% | Add +4.2% | 183,647 | $9.7M |
| Sterling Group Wealth Management, LLC | 5.07% | Reduce -40.8% | 180,903 | $9.6M |
| Juncture Wealth Strategies, LLC | 3.70% | Reduce -8.8% | 180,555 | $9.5M |
| GenWealth Group, Inc. | 2.19% | Add +1.5% | 180,122 | $9.5M |
| Oak Harvest Investment Services | 1.35% | Add +2.7% | 177,168 | $9.4M |
| Tudor Investment Corporation | 0.10% | Add +359.8% | 175,591 | $9.3M |
| Focus Partners Wealth | 0.03% | Add +4.5% | 174,311 | $9.2M |
| Dogwood Wealth Management LLC | 5.24% | Add +4.7% | 172,258 | $9.1M |
| Portside Wealth Group, LLC | 1.55% | Add +9.8% | 171,712 | $9.1M |
| Stephens Inc. | 0.13% | Add +30.9% | 171,356 | $9.1M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -6.1% | 170,272 | $9.0M |
| IFG Advisory, LLC | 0.56% | Add +51.8% | 167,022 | $8.8M |
| CX Institutional | 0.39% | Add +8.3% | 166,204 | $8.8M |
| Goldstone Financial Group, LLC | 1.51% | Add +14.5% | 164,054 | $8.7M |
| Hobart Private Capital, LLC | 2.19% | Add +3.0% | 161,927 | $8.6M |
| HM Payson & Co. | 0.14% | No change | 159,293 | $8.4M |
| Pecaut & Co. | 2.98% | Add +3.7% | 159,196 | $8.4M |
| 1900 Wealth Management LLC | 0.72% | Reduce -1.3% | 159,083 | $8.4M |
| CHURCHILL MANAGEMENT Corp | 0.10% | Reduce -1.0% | 157,183 | $8.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.23% | Add +18.2% | 156,617 | $8.3M |
| Quent Capital, LLC | 0.84% | Reduce -0.9% | 156,558 | $8.3M |
| JNBA Financial Advisors | 0.82% | Reduce -6.2% | 154,839 | $8.2M |
| Concurrent Investment Advisors, LLC | 0.24% | Add +107.8% | 154,015 | $8.1M |
| SOA Wealth Advisors, LLC. | 1.54% | Add +40.1% | 153,126 | $8.1M |
| Atria Investments, Inc | 0.10% | Add +315.0% | 152,059 | $8.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -45.9% | 150,272 | $7.9M |
| Fifth Third Bancorp | 0.03% | Add +98.6% | 149,638 | $7.9M |
| Stratos Wealth Advisors, LLC | 0.36% | Add +17.1% | 149,581 | $7.9M |
| BCS Wealth Management | 3.32% | Add +8.9% | 147,789 | $7.8M |
| Asset Allocation Strategies LLC | 2.16% | New | 143,365 | $7.6M |
| Key Financial Inc | 1.67% | Add +1.2% | 143,207 | $7.6M |
| Lynch & Associates | 1.58% | Add +1.1% | 141,323 | $7.5M |
| Stevens Capital Partners | 3.55% | Add +2.5% | 140,656 | $7.4M |
| Financial Gravity Companies, Inc. | 1.99% | — | 140,611 | $7.4M |
| Cooper Financial Group | 0.96% | Reduce -1.5% | 139,348 | $7.4M |
| GeoWealth Management, LLC | 0.26% | Add +17.6% | 139,039 | $7.3M |
| Waller Financial Planning Group, Inc. | 1.82% | Add +3.4% | 138,801 | $7.3M |
| Auour Investments LLC | 2.61% | Add +1.4% | 138,991 | $7.3M |
| SigFig Wealth Management, LLC | 0.26% | New | 137,282 | $7.2M |
| Laurel Wealth Planning LLC | 4.69% | Reduce -5.8% | 135,852 | $7.2M |
| Gibbs Wealth Management | 2.32% | Add +41.9% | 135,675 | $7.2M |
| Cannon Wealth Management Services, LLC | 6.53% | — | 134,905 | $7.1M |
| Trilogy Capital Inc. | 0.35% | Add +7.2% | 132,714 | $7.0M |
| Ausdal Financial Partners, Inc. | 0.73% | Add +44.7% | 132,221 | $7.0M |
| American Financial & Tax Strategies Inc. | 3.52% | Add +0.5% | 131,134 | $6.9M |
| Olde Wealth Management, LLC | 2.47% | Reduce -4.6% | 130,163 | $6.9M |
| Independent Wealth Network Inc. | 3.04% | Add +2.4% | 129,832 | $6.9M |
| Cardinal Strategic Wealth Guidance | 2.19% | Add +12.8% | 126,499 | $6.7M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Add +690.8% | 125,248 | $6.6M |
| Merriman Wealth Management, LLC | 0.27% | Reduce -4.3% | 124,307 | $6.6M |
| Partnership Wealth Management, LLC | 4.57% | Reduce -44.1% | 122,331 | $6.5M |
| Intergy Private Wealth, LLC | 2.46% | Reduce -0.3% | 122,260 | $6.5M |
| Ignite Planners, LLC | 1.48% | Add +2.0% | 121,803 | $6.4M |
| Freedom Investment Management, Inc. | 0.50% | Reduce -5.5% | 119,393 | $6.3M |
| Denver Wealth Management, Inc. | 2.92% | Add +6.9% | 119,210 | $6.3M |
| Scarborough Advisors, LLC | 1.01% | Reduce -0.3% | 117,925 | $6.2M |
| J.W. Cole Advisors, Inc. | 0.25% | Reduce -1.6% | 114,844 | $6.1M |
| Motive Wealth Advisors | 3.64% | No change | 124,314 | $6.1M |
| Snider Financial Group | 2.21% | Add +45.7% | 114,351 | $6.0M |
| Foundations Investment Advisors, LLC | 0.13% | Add +257.0% | 113,815 | $6.0M |
| GPS Wealth Strategies Group, LLC | 0.80% | Reduce -7.6% | 113,667 | $6.0M |
| Occidental Asset Management, LLC | 0.97% | Add +3.0% | 113,323 | $6.0M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -4.4% | 112,999 | $6.0M |
| Total Clarity Wealth Management, Inc. | 1.92% | Add +5.5% | 112,866 | $6.0M |
| Redwood Investment Management, LLC | 0.49% | Reduce -12.0% | 105,737 | $5.6M |
| Arete Wealth Advisors, LLC | 0.46% | Add +0.6% | 102,995 | $5.4M |
| Gateway Wealth Partners, LLC | 1.49% | Reduce -2.1% | 102,118 | $5.4M |
| Cozad Asset Management Inc. | 0.50% | Add +1.9% | 99,757 | $5.3M |
| Greenwood Capital Associates LLC | 0.69% | Add +3.5% | 99,743 | $5.3M |
| Cobblestone Asset Management LLC | 3.14% | Reduce -1.3% | 98,652 | $5.2M |
| Penobscot Wealth Management | 2.80% | Add +5.8% | 98,113 | $5.2M |
| TAGStone Capital, Inc. | 2.65% | Add +1.8% | 98,095 | $5.2M |
| Smithbridge Asset Management Inc. | 0.89% | Reduce -1.1% | 98,017 | $5.2M |
| Bensler, LLC | 0.64% | Add +14.7% | 95,363 | $5.0M |
| Capital Advisory Group Advisory Services, LLC | 2.01% | Add +5.8% | 95,360 | $5.0M |
| Pacific Financial Group Inc. | 3.65% | Reduce -13.5% | 94,077 | $5.0M |
| Financial Advocates Investment Management | 0.28% | Add +4.3% | 93,930 | $5.0M |
| Horizon Family Wealth, Inc. | 3.53% | Reduce -0.6% | 93,488 | $4.9M |
| Private Trust Co. NA | 0.49% | Reduce -3.2% | 92,674 | $4.9M |
| Arbor Trust Wealth Advisors, LLC | 2.55% | No change | 99,790 | $4.9M |
| Seaview Investment Managers LLC | 1.46% | Reduce -5.9% | 91,965 | $4.9M |
| Topel & Distasi Wealth Management, LLC | 2.01% | No change | 91,696 | $4.8M |
| Asset Management Group, Inc. | 0.67% | Reduce -2.8% | 89,229 | $4.7M |
| Harbour Investments, Inc. | 0.14% | Add +2.4% | 86,519 | $4.6M |
| Clarus Wealth Advisors | 2.30% | Reduce -1.8% | 86,319 | $4.5M |
| IAG Wealth Partners, LLC | 0.83% | Add +0.1% | 85,437 | $4.5M |
| City Center Advisors, LLC | 4.98% | Add +28.0% | 84,677 | $4.5M |
| Stonebrook Private Inc. | 1.18% | Reduce -25.6% | 84,331 | $4.5M |
| Phoenix Wealth Advisors | 2.05% | Add +11.0% | 83,527 | $4.4M |
| Annapolis Financial Services, LLC | 1.30% | Reduce -0.0% | 82,823 | $4.4M |
| Marcum Wealth, LLC | 0.41% | No change | 82,525 | $4.4M |
| Ameritas Advisory Services, LLC | 0.18% | Reduce -3.0% | 80,589 | $4.3M |
| MidAtlantic Capital Management, Inc. | 3.09% | Add +1.9% | 80,100 | $4.2M |
| Jane Street Group, LLC | 0.01% | Add +29.1% | 79,670 | $4.2M |
| Priebe Wealth Holdings LLC | 3.04% | Reduce -2.1% | 78,825 | $4.2M |
| Transform Wealth, LLC | 0.28% | Add +2.1% | 78,791 | $4.2M |
| Perigon Wealth Management, LLC | 0.11% | Add +6.3% | 78,378 | $4.1M |
| American Money Management, LLC | 0.82% | Add +3.1% | 77,360 | $4.1M |
| Tyler-Stone Wealth Management | 0.76% | Add +104.7% | 76,593 | $4.0M |
| Koshinski Asset Management, Inc. | 0.35% | Add +1.9% | 75,488 | $4.0M |
| Creative Planning | 0.00% | Reduce -9.3% | 75,212 | $4.0M |
| Tritonpoint Wealth, LLC | 0.36% | Reduce -9.8% | 74,848 | $3.9M |
| Captrust Financial Advisors | 0.01% | Add +0.2% | 74,245 | $3.9M |
| Gunma Bank,Ltd. | 1.59% | Add +46.0% | 73,000 | $3.9M |
| Red Tortoise LLC | 1.94% | Add +0.9% | 72,964 | $3.9M |
| Park Avenue Securities LLC | 0.04% | Add +117.9% | 72,909 | $3.9M |
| SIMA Wealth Partners, LLC | 3.33% | Reduce -4.6% | 72,477 | $3.8M |
| First Trust Advisors LP | 0.00% | New | 71,859 | $3.8M |
| Ellevest, Inc. | 0.21% | Reduce -9.3% | 70,812 | $3.7M |
| Glen Eagle Advisors, LLC | 0.62% | Reduce -4.7% | 69,663 | $3.7M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -7.2% | 69,075 | $3.7M |
| Foresight Capital Management Advisors, Inc. | 2.16% | Add +15.5% | 68,576 | $3.6M |
| US Bancorp \de | 0.00% | Add +10.1% | 67,551 | $3.6M |
| Keener Financial Planning LLC | 2.28% | Reduce -59.9% | 65,806 | $3.5M |
| Citigroup Inc. | 0.00% | Reduce -6.6% | 64,980 | $3.4M |
| Citadel Advisors | 0.00% | Add +622.4% | 64,853 | $3.4M |
| Certified Advisory Corp | 0.38% | Add +4.4% | 64,684 | $3.4M |
| IFP Advisors, Inc | 0.12% | Reduce -46.3% | 64,184 | $3.4M |
| FF Advisors,LLC | 2.20% | Add +1.3% | 63,275 | $3.4M |
| Eldridge Investment Advisors, Inc. | 0.79% | New | 63,821 | $3.4M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +2.7% | 63,756 | $3.4M |
| Vance Wealth, LLC | 1.27% | Reduce -10.4% | 63,559 | $3.4M |
| JDM Financial Group LLC | 1.82% | Reduce -35.9% | 63,316 | $3.3M |
| Raab & Moskowitz Asset Management LLC | 0.84% | Add +0.2% | 63,115 | $3.3M |
| American Investment Services, Inc. | 0.56% | Add +0.0% | 62,888 | $3.3M |
| WCG Wealth Advisors LLC | 0.22% | Add +39.3% | 62,055 | $3.3M |
| Retirement Income Solutions, Inc. | 0.74% | Add +0.1% | 61,642 | $3.3M |
| Sharkey, Howes & Javer | 0.46% | Reduce -2.5% | 61,272 | $3.2M |
| Lee Danner & Bass Inc. | 0.23% | Reduce -8.7% | 61,156 | $3.2M |
| Partners in Financial Planning | 0.64% | Add +0.1% | 60,462 | $3.2M |
| Colton Groome Financial Advisors, LLC | 1.19% | Reduce -16.8% | 60,054 | $3.2M |
| Fortune 45 LLC | 2.24% | Reduce -4.3% | 59,832 | $3.2M |
| Financial Network Wealth Advisors LLC | 2.61% | Reduce -1.9% | 59,748 | $3.2M |
| Comerica Bank | 0.01% | Reduce -2.2% | 57,803 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +7.9% | 57,802 | $3.1M |
| Wells Financial Advisors INC | 4.11% | Reduce -73.8% | 57,516 | $3.0M |
| Salomon & Ludwin, LLC | 0.31% | Add +3.3% | 57,509 | $3.0M |
| Tidal Investments LLC | 0.03% | Reduce -10.1% | 57,316 | $3.0M |
| Wambolt & Associates, LLC | 0.82% | Add +5.2% | 56,623 | $3.0M |
| Global Financial Private Client, LLC | 1.16% | Reduce -1.5% | 56,061 | $3.0M |
| Cornerstone Wealth Management, LLC | 0.21% | Add +12.5% | 55,431 | $2.9M |
| Cavalier Investments, LLC | 0.90% | New | 55,400 | $2.9M |
| Breakwater Capital Group | 0.59% | Reduce -2.3% | 55,390 | $2.9M |
| Lido Advisors, LLC | 0.02% | Reduce -0.8% | 53,617 | $2.8M |
| Independent Financial Group, LLC | 0.10% | Add +14.7% | 53,580 | $2.8M |
| PSI Advisors, LLC | 0.83% | Add +4.7% | 53,569 | $2.8M |
| Vertex Planning Partners, LLC | 0.68% | Add +0.8% | 53,533 | $2.8M |
| Axiom Advisory, LLC | 0.03% | Add +1.8% | 55,560 | $2.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Reduce -3.5% | 53,418 | $2.8M |
| Waypoint Capital Advisors, LLC | 0.60% | No change | 53,387 | $2.8M |
| Colonial River Investments, LLC | 1.39% | Add +259.4% | 52,847 | $2.8M |
| Florida Financial Advisors, LLC | 1.44% | Add +10.9% | 52,834 | $2.8M |
| Money Concepts Capital Corp. | 0.21% | Reduce -8.5% | 52,217 | $2.8M |
| MBM Wealth Consultants, LLC | 0.86% | Reduce -0.9% | 51,879 | $2.7M |
| Shum Financial Group, Inc. | 2.28% | — | 50,623 | $2.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +3.8% | 51,234 | $2.7M |
| Braun-Bostich & Associates Inc. | 1.88% | Add +3.1% | 51,007 | $2.7M |
| CORDA Investment Management, LLC. | 0.21% | Reduce -0.7% | 50,806 | $2.7M |
| Visionary Wealth Advisors | 0.16% | Reduce -7.1% | 49,725 | $2.6M |
| Wrenne Financial Planning LLC | 1.56% | Reduce -1.0% | 49,439 | $2.6M |
| RDA Financial Network | 0.79% | Reduce -23.3% | 48,184 | $2.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.17% | New | 48,165 | $2.5M |
| RFG Advisory, LLC | 0.08% | Reduce -4.7% | 48,164 | $2.5M |
| PFG Advisors | 0.16% | Add +7.8% | 48,120 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -6.4% | 47,201 | $2.5M |
| Redhawk Wealth Advisors, Inc. | 0.36% | Add +4.6% | 47,195 | $2.5M |
| 1ST Source Bank | 0.14% | Reduce -8.0% | 46,395 | $2.5M |
| WJ Wealth Management, LLC | 0.86% | Reduce -3.8% | 46,230 | $2.4M |
| Elios Financial Group Inc. | 1.12% | — | 45,742 | $2.4M |
| Advisor OS, LLC | 0.24% | Reduce -4.2% | 45,420 | $2.4M |
| JT Stratford LLC | 0.41% | Add +1.1% | 45,306 | $2.4M |
| One Capital Management, LLC | 0.08% | Reduce -39.9% | 45,251 | $2.4M |
| Tower Wealth Partners, Inc. | 1.39% | Add +1.4% | 45,207 | $2.4M |
| Seaside Wealth Management, Inc. | 0.90% | Reduce -0.6% | 44,961 | $2.4M |
| Bristlecone Advisors, LLC | 0.19% | Reduce -3.2% | 44,912 | $2.4M |
| Waterloo Capital, L.P. | 0.26% | Add +23.0% | 44,868 | $2.4M |
| Citizens Financial Group Inc. | 0.05% | Add +25.8% | 44,834 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +2.8% | 44,597 | $2.4M |
| Inspire Advisors, LLC | 0.28% | Add +26.8% | 43,806 | $2.3M |
| Onyx Bridge Wealth Group LLC | 0.35% | Reduce -6.0% | 43,801 | $2.3M |
| Bridgewealth Advisory Group, LLC | 0.84% | Add +1.0% | 43,710 | $2.3M |
| KPP Advisory Services LLC | 0.55% | Reduce -29.2% | 43,309 | $2.3M |
| Sunesis Advisors, LLC | 1.37% | Reduce -26.0% | 43,133 | $2.3M |
| Modera Wealth Management, LLC | 0.03% | Add +13.8% | 41,085 | $2.2M |
| AdvisorNet Financial, Inc | 0.16% | Add +24.3% | 41,072 | $2.2M |
| New Century Financial Group, LLC | 0.79% | Add +33.9% | 40,862 | $2.2M |
| Graypoint LLC | 0.14% | Add +26.2% | 40,407 | $2.1M |
| Cornerstone Advisors Asset Management, LLC | 0.47% | Add +9.6% | 39,948 | $2.1M |
| Tranquilli Financial Advisor LLC | 1.32% | Reduce -55.2% | 39,834 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +68.2% | 39,458 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -59.1% | 39,325 | $2.1M |
| Schrum Private Wealth Management LLC | 1.07% | Add +54.8% | 39,062 | $2.1M |
| Opal Wealth Advisors, LLC | 0.65% | Add +1.7% | 38,984 | $2.1M |
| Verdence Capital Advisors LLC | 0.16% | Add +16.7% | 38,946 | $2.1M |
| Burney Co./ | 0.07% | Reduce -1.4% | 38,337 | $2.0M |
| Platte River Wealth Advisors, LLC | 0.54% | No change | 38,281 | $2.0M |
| Tradewinds Capital Management, LLC | 0.54% | Reduce -93.5% | 38,265 | $2.0M |
| AQR Capital Management | 0.00% | Add +72.5% | 38,086 | $2.0M |
| Signal Advisors Wealth, LLC | 0.29% | New | 37,890 | $2.0M |
| Guardian Wealth Advisors, LLC | 1.23% | Add +62.2% | 37,742 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +4.1% | 36,142 | $1.9M |
| Faithward Advisors, LLC | 0.33% | Add +2.0% | 35,607 | $1.9M |
| Relyea Zuckerberg Hanson LLC | 0.29% | Add +0.3% | 35,579 | $1.9M |
| Eclectic Associates Inc. | 0.74% | Reduce -2.4% | 35,520 | $1.9M |
| Chicago Partners Investment Group LLC | 0.07% | Add +0.5% | 34,755 | $1.8M |
| Better Money Decisions, LLC | 1.30% | Add +3.8% | 34,761 | $1.8M |
| Triton Financial Group Inc | 1.17% | Add +12.7% | 34,713 | $1.8M |
| Laurel Wealth Advisors LLC | 0.29% | Add +0.2% | 34,305 | $1.8M |
| Lifeworks Advisors, LLC | 0.35% | Reduce -10.6% | 34,115 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | No change | 33,949 | $1.8M |
| Gotham Asset Management | 0.02% | Add +2.5% | 33,587 | $1.8M |
| Alliance Wealth Advisors, LLC | 0.46% | Add +3.4% | 33,323 | $1.8M |
| Weitzel Financial Services, Inc. | 0.82% | Reduce -1.2% | 33,166 | $1.7M |
| Norden Group LLC | 0.20% | Add +5.5% | 32,822 | $1.7M |
| Riverpoint Wealth Management Holdings, LLC | 0.44% | Reduce -7.6% | 32,693 | $1.7M |
| River Street Advisors LLC | 0.93% | Add +4.5% | 32,194 | $1.7M |
| Pinnacle Family Advisors, LLC | 0.87% | New | 31,950 | $1.7M |
| Index Fund Advisors, Inc. | 0.09% | Reduce -0.4% | 31,846 | $1.7M |
| Calton & Associates, Inc. | 0.64% | Add +62.5% | 31,680 | $1.7M |
| Centaurus Financial, Inc. | 0.11% | Add +12.9% | 31,545 | $1.7M |
| Arkadios Wealth Advisors | 0.09% | Reduce -2.6% | 31,289 | $1.7M |
| E&G Advisors, LLC | 0.46% | Reduce -0.1% | 31,162 | $1.6M |
| Marion Wealth Management | 0.44% | Add +41.7% | 31,118 | $1.6M |
| Summit Investment Advisory Services, LLC | 0.87% | Reduce -13.3% | 31,118 | $1.6M |
| Invesco Ltd. | 0.00% | Reduce -2.8% | 30,892 | $1.6M |
| Optivise Advisory Services LLC | 0.85% | Reduce -3.2% | 30,699 | $1.6M |
| FCG Investment Co | 1.05% | Add +16.1% | 30,182 | $1.6M |
| Foguth Wealth Management, LLC. | 0.57% | New | 29,883 | $1.6M |
| Wealthgarden F.S. LLC | 1.52% | Reduce -3.3% | 29,543 | $1.6M |
| Householder Group Estate & Retirement Specialist, LLC | 0.45% | Add +8.2% | 29,505 | $1.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.08% | Reduce -3.1% | 29,403 | $1.6M |
| Iron Horse Wealth Management, LLC | 0.53% | Add +2.1% | 29,326 | $1.6M |
| Fiduciary Trust Co | 0.02% | New | 28,759 | $1.5M |
| Wealth Management Resources, Inc. | 0.61% | Add +4.1% | 28,692 | $1.5M |
| Wealthspire Advisors, LLC | 0.02% | Add +10.0% | 28,610 | $1.5M |
| Apollon Financial, LLC | 0.44% | Add +5.0% | 28,505 | $1.5M |
| Commonwealth Financial Services, LLC | 0.29% | No change | 28,138 | $1.5M |
| WealthShield Partners, LLC | 0.20% | Add +0.0% | 27,997 | $1.5M |
| Seven Mile Advisory | 0.98% | No change | 27,960 | $1.5M |
| Dagco, Inc. | 0.60% | Add +8.9% | 27,861 | $1.5M |
| Kelly Financial Services LLC | 0.54% | Add +0.0% | 27,679 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Add +0.8% | 27,675 | $1.5M |
| Capital Analysts, LLC | 0.06% | Reduce -31.6% | 27,650 | $1.5M |
| Flagship Private Wealth, LLC | 0.75% | Add +7.5% | 27,422 | $1.4M |
| Founders Financial Alliance, LLC | 0.40% | Add +4.8% | 27,000 | $1.4M |
| SpiderRock Advisors, LLC | 0.03% | Add +168.4% | 26,841 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +10.5% | 26,818 | $1.4M |
| REDW Wealth LLC | 0.36% | Add +0.0% | 26,301 | $1.4M |
| Redwood Financial Network Corp | 1.08% | Reduce -1.2% | 25,992 | $1.4M |
| Capstone Wealth Management Group, LLC | 0.81% | Add +4.9% | 25,777 | $1.4M |
| Cary Street Partners Asset Management LLC | 0.18% | Reduce -2.0% | 25,530 | $1.3M |
| 9258 Wealth Management, LLC | 0.20% | Reduce -1.6% | 25,457 | $1.3M |
| Independent Advisor Alliance | 0.05% | Add +6.3% | 25,423 | $1.3M |
| GGM Financial LLC | 1.15% | Add +0.5% | 25,330 | $1.3M |
| Ascent Group, LLC | 0.10% | Add +2.4% | 25,303 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Add +2.1% | 24,920 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +7.2% | 24,486 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -4.1% | 24,461 | $1.3M |
| Perissos Private Wealth Management, LLC | 1.03% | New | 24,368 | $1.3M |
| Regal Investment Advisors LLC | 0.09% | Add +5.1% | 24,264 | $1.3M |
| Integrity Wealth Solutions LLC | 0.74% | Add +1.3% | 24,054 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | New | 24,028 | $1.3M |
| Csenge Advisory Group | 0.06% | Add +107.7% | 23,372 | $1.2M |
| Lowery Thomas, LLC | 0.84% | Reduce -0.8% | 23,397 | $1.2M |
| Twin Focus Capital Partners, LLC | 0.19% | Reduce -3.6% | 23,103 | $1.2M |
| Howard Wealth Management, LLC | 0.71% | Add +3.8% | 22,913 | $1.2M |
| Farther Finance Advisors, LLC | 0.05% | Add +0.1% | 22,869 | $1.2M |
| Diversified Portfolios, Inc. | 0.12% | Add +0.1% | 22,260 | $1.2M |
| Towerpoint Wealth, LLC | 0.55% | Add +2.0% | 22,041 | $1.2M |
| Rehmann Capital Advisory Group | 0.08% | Add +11.8% | 22,030 | $1.2M |
| Castleview Partners, LLC | 0.66% | Reduce -9.6% | 21,780 | $1.2M |
| Hunting Hill Global Capital, LLC | 1.61% | Reduce -89.5% | 21,734 | $1.1M |
| Sowell Financial Services LLC | 0.05% | Reduce -11.8% | 21,717 | $1.1M |
| Baker Tilly Wealth Management, LLC | 0.50% | Add +8.4% | 21,580 | $1.1M |
| Altman Advisors, Inc. | 0.51% | Add +0.4% | 21,544 | $1.1M |
| Blair William & Co. | 0.00% | Add +35.6% | 21,346 | $1.1M |
| IMC-Chicago, LLC | 0.03% | Add +55.5% | 21,270 | $1.1M |
| Lansing Street Advisors | 0.41% | Add +1.9% | 21,233 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.08% | Reduce -32.6% | 20,925 | $1.1M |
| Renaissance Technologies | 0.00% | New | 20,900 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.04% | New | 20,882 | $1.1M |
| Tobias Financial Advisors, Inc. | 0.22% | Reduce -1.3% | 20,852 | $1.1M |
| Integrated Advisors Network LLC | 0.05% | Add +97.0% | 20,652 | $1.1M |
| Centerpoint Advisors, LLC | 0.38% | No change | 20,531 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -11.0% | 20,141 | $1.1M |
| Caitlin John, LLC | 0.68% | New | 19,599 | $1.1M |
| Curi Capital, LLC | 0.02% | No change | 19,939 | $1.1M |
| L.M. Kohn & Company | 0.26% | Reduce -30.9% | 19,773 | $1.0M |
| Emergent Wealth Advisors, LLC | 0.77% | Add +110.9% | 19,739 | $1.0M |
| CAP Partners, LLC | 0.78% | Add +5.2% | 19,697 | $1.0M |
| Sequent Asset Management, LLC | 0.51% | No change | 19,592 | $1.0M |
| Garden State Investment Advisory Services LLC | 0.32% | Reduce -0.5% | 19,076 | $1.0M |
| Permanens Capital L.P. | 0.20% | Reduce -8.0% | 19,024 | $1.0M |
| Fernwood Investment Management, LLC | 0.33% | Reduce -47.3% | 18,849 | $996K |
| Morningstar Investment Services LLC | 0.01% | New | 18,893 | $995K |
| Regions Financial Corp. | 0.01% | Add +0.1% | 18,128 | $958K |
| Advisors Capital Management, LLC | 0.02% | Reduce -10.7% | 18,042 | $954K |
| Compound Planning, Inc. | 0.06% | Add +160.1% | 18,019 | $952K |
| Transcend Capital Advisors, LLC | 0.06% | Add +3.7% | 17,981 | $950K |
| Strategic Financial Concepts, LLC | 0.30% | Reduce -98.0% | 17,763 | $939K |
| Capital Investment Advisory Services, LLC | 0.09% | Add +4.1% | 17,751 | $938K |
| Waldron Private Wealth LLC | 0.04% | Reduce -5.1% | 17,693 | $935K |
| Drive Wealth Management, LLC | 0.24% | Reduce -30.6% | 17,478 | $924K |
| Belvedere Trading LLC | 0.06% | New | 17,436 | $922K |
| Wallington Asset Management, LLC | 0.13% | Add +0.5% | 17,240 | $911K |
| White Pine Capital LLC | 0.31% | No change | 17,092 | $903K |
| Advisory Services Network, LLC | 0.02% | No change | 18,439 | $899K |
| Millennium Management | 0.00% | Reduce -21.7% | 16,862 | $891K |
| Qube Research & Technologies Ltd | 0.00% | Add +63.9% | 16,861 | $891K |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Reduce -4.5% | 16,817 | $889K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.41% | Reduce -2.8% | 16,725 | $884K |
| MAI Capital Management | 0.01% | Add +1.5% | 16,614 | $878K |
| M3 Advisory Group, LLC | 0.64% | Add +4.7% | 16,502 | $872K |
| Mason Investment Advisory Services, Inc. | 0.05% | Add +0.2% | 16,478 | $871K |
| AIFG Consultants Ltd. | 0.66% | No change | 16,411 | $867K |
| Maia Wealth LLC | 0.21% | Add +58.9% | 16,146 | $856K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -4.9% | 16,385 | $856K |
| Elevated Capital Advisors, LLC | 0.23% | Reduce -1.1% | 16,143 | $853K |
| Summit Trail Advisors, LLC | 0.02% | No change | 16,097 | $851K |
| Tempus Wealth Planning, LLC | 0.31% | Add +2.3% | 16,001 | $846K |
| Cullen/Frost Bankers, Inc. | 0.01% | New | 15,833 | $837K |
| Legacy Edge Advisors, LLC | 0.13% | Add +14.9% | 15,831 | $837K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +7.7% | 15,829 | $837K |
| Argent Advisors, Inc. | 0.31% | No change | 15,634 | $826K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +7.7% | 15,597 | $824K |
| Sequent Planning LLC | 0.28% | New | 15,579 | $824K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 15,525 | $821K |
| Apella Capital, LLC | 0.03% | New | 15,570 | $820K |
| BCGM Wealth Management, LLC | 0.26% | Reduce -9.1% | 15,388 | $813K |
| Empower Advisory Group, LLC | 0.00% | Add +121.3% | 15,291 | $808K |
| Hirtle & Co., LLC | 0.04% | No change | 15,059 | $796K |
| Wealthstream Advisors, Inc. | 0.14% | Reduce -1.4% | 14,859 | $785K |
| Innealta Capital, LLC | 0.32% | Add +11.9% | 14,802 | $782K |
| Advance Capital Management, Inc. | 0.03% | Reduce -8.8% | 14,766 | $781K |
| Plan Group Financial, LLC | 0.41% | New | 14,707 | $777K |
| Bogart Wealth, LLC | 0.04% | Add +403.6% | 14,664 | $775K |
| Stratos Investment Management, LLC | 0.05% | New | 14,599 | $772K |
| Financial Insights, Inc. | 0.25% | Add +39.6% | 14,493 | $766K |
| Awm Capital, LLC | 0.09% | Add +0.5% | 14,489 | $766K |
| Spring Capital Management, LLC | 0.62% | New | 18,490 | $763K |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 14,184 | $750K |
| PFG Investments, LLC | 0.05% | Add +32.6% | 14,086 | $745K |
| Frazier Financial Advisors, LLC | 0.57% | Reduce -2.6% | 13,842 | $732K |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 13,808 | $730K |
| Root Financial Partners, LLC | 0.12% | New | 13,646 | $721K |
| Lantz Financial LLC | 0.20% | Reduce -0.0% | 13,638 | $721K |
| First National Bank of Omaha | 0.05% | Add +1.4% | 13,456 | $711K |
| Glass Jacobson Investment Advisors llc | 0.23% | Add +0.0% | 13,404 | $709K |
| LBMC Investment Advisors, LLC | 0.06% | Add +0.5% | 13,281 | $702K |
| Snowden Capital Advisors LLC | 0.02% | Add +13.6% | 13,270 | $701K |
| Caldwell Trust Co | 0.07% | Reduce -5.4% | 13,179 | $697K |
| Private Client Services, LLC | 0.37% | Reduce -16.1% | 13,108 | $693K |
| GM Advisory Group, LLC | 0.04% | No change | 13,106 | $693K |
| MGB Wealth Management, LLC | 0.25% | Add +3.9% | 13,017 | $687K |
| Embree Financial Group | 0.12% | Add +0.5% | 12,990 | $687K |
| ForthRight Wealth Management, LLC | 0.23% | Reduce -0.7% | 12,969 | $686K |
| Geller Advisors LLC | 0.05% | No change | 12,938 | $684K |
| Fort Point Capital Partners LLC | 0.08% | Add +0.4% | 12,782 | $676K |
| Warren Street Wealth Advisors, LLC | 0.28% | Reduce -0.1% | 12,724 | $673K |
| Peterson Wealth Advisors, LLC | 0.13% | Add +3.7% | 12,629 | $668K |
| McDonald Partners LLC | 0.17% | Add +0.6% | 12,525 | $662K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.25% | Reduce -3.9% | 12,513 | $661K |
| Castlekeep Investment Advisors LLC | 0.45% | Reduce -4.5% | 12,469 | $659K |
| Savvy Advisors, Inc. | 0.13% | Add +3.8% | 12,468 | $659K |
| Wallace Advisory Group, LLC | 0.48% | No change | 13,481 | $657K |
| HF Advisory Group, LLC | 0.30% | Reduce -0.3% | 12,414 | $656K |
| Berkeley, Inc | 0.19% | Add +100.0% | 12,208 | $645K |
| MKT Advisors LLC | 0.30% | Reduce -0.2% | 12,220 | $643K |
| Hengehold Capital Management LLC | 0.06% | No change | 12,103 | $640K |
| Vestia Personal Wealth Advisors | 0.60% | Reduce -1.7% | 12,082 | $639K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -67.4% | 12,047 | $637K |
| 626 Financial, LLC | 0.35% | Reduce -16.4% | 12,026 | $636K |
| Detalus Advisors, LLC | 0.21% | No change | 11,944 | $631K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -20.9% | 11,921 | $630K |
| Beacon Financial Group | 0.07% | Add +3.9% | 11,793 | $623K |
| Natixis Advisors, LLC | 0.00% | Add +14.1% | 11,546 | $610K |
| Sei Investments Co. | 0.00% | Add +5.6% | 11,379 | $601K |
| Safeguard Financial, LLC | 0.14% | Reduce -32.2% | 11,375 | $601K |
| Kovack Advisors, Inc. | 0.06% | Reduce -4.1% | 11,372 | $601K |
| First Trust Direct Indexing L.P. | 0.03% | No change | 11,352 | $600K |
| Lanark Financial, Inc. | 0.05% | Reduce -0.0% | 11,304 | $597K |
| Cowa, LLC | 0.28% | Reduce -0.8% | 11,200 | $592K |
| Fidelis Capital Partners, LLC | 0.07% | New | 11,095 | $590K |
| Community Bank, N.A. | 0.07% | Reduce -2.0% | 11,098 | $587K |
| Diversified, LLC | 0.06% | Add +0.4% | 11,040 | $584K |
| Diversified Enterprises, LLC | 0.06% | — | 11,040 | $584K |
| Altfest L J & Co. Inc. | 0.08% | Reduce -5.1% | 10,998 | $581K |
| TrinityPoint Wealth, LLC | 0.08% | Add +10.8% | 10,898 | $576K |
| Investments & Financial Planning, LLC | 0.36% | Reduce -1.4% | 10,872 | $575K |
| Twin Capital Management Inc. | 0.06% | Add +0.3% | 10,859 | $574K |
| Carnegie Investment Counsel | 0.02% | Add +9.1% | 10,806 | $571K |
| Belpointe Asset Management LLC | 0.03% | New | 10,768 | $569K |
| Smithfield Trust Co | 0.03% | Add +65.6% | 10,600 | $560K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +4.9% | 10,410 | $550K |
| Tilson Financial Group, Inc. | 0.24% | Reduce -6.0% | 10,343 | $547K |
| BTC Capital Management, Inc. | 0.05% | New | 10,295 | $544K |
| Crescent Sterling, Ltd. | 0.51% | Reduce -0.0% | 10,212 | $540K |
| Frisch Financial Group, Inc. | 0.16% | Reduce -0.5% | 10,078 | $533K |
| CreativeOne Wealth, LLC | 0.02% | Add +25.3% | 10,080 | $533K |
| HUB Investment Partners, LLC | 0.02% | No change | 10,058 | $532K |
| Schechter Investment Advisors, LLC | 0.04% | Add +0.0% | 10,033 | $530K |
| AlphaMark Advisors, LLC | 0.18% | Add +10.4% | 9,851 | $521K |
| Arbor Wealth Advisors LLC | 0.46% | No change | 9,650 | $510K |
| Sanchez Wealth Management Group | 0.15% | Reduce -1.2% | 9,509 | $503K |
| Acorn Wealth Advisors, LLC | 0.22% | Add +1.5% | 9,480 | $501K |
| Ironwood Financial, llc | 0.10% | No change | 9,447 | $499K |
| Mather Group, Llc. | 0.01% | Reduce -8.0% | 9,358 | $495K |
| Darrow Company, Inc. | 0.29% | Add +0.4% | 9,371 | $494K |
| Fortis Group Advisors, LLC | 0.09% | Reduce -21.6% | 9,297 | $491K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +12.2% | 9,213 | $487K |
| WNY Asset Management, LLC | 0.06% | Reduce -12.3% | 9,193 | $486K |
| Strategic Blueprint, LLC | 0.03% | Reduce -0.7% | 9,132 | $483K |
| Investment Partners, LTD. | 0.20% | No change | 9,002 | $476K |
| Bank of Montreal | 0.00% | Reduce -1.4% | 8,975 | $473K |
| NewEdge Wealth, LLC | 0.01% | New | 8,897 | $470K |
| Kraematon Investment Advisors, Inc. | 0.46% | Reduce -19.7% | 8,871 | $469K |
| Cibc World Market Inc. | 0.00% | Reduce -32.5% | 8,857 | $468K |
| Sage Mountain Advisors LLC | 0.04% | No change | 8,853 | $468K |
| World Investment Advisors | 0.01% | New | 8,850 | $468K |
| Oarsman Capital, Inc. | 0.09% | Reduce -1.3% | 8,845 | $468K |
| Jacobi Capital Management LLC | 0.04% | Reduce -94.8% | 8,844 | $467K |
| MBL Wealth, LLC | 0.05% | Add +2.3% | 8,840 | $467K |
| Trueblood Wealth Management, LLC | 0.23% | Reduce -0.7% | 8,752 | $463K |
| Pinnacle Bancorp, Inc. | 0.12% | Reduce -5.3% | 8,707 | $460K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -0.9% | 8,651 | $457K |
| HBW Advisory Services LLC | 0.07% | Reduce -0.3% | 8,577 | $453K |
| Somerset Trust Co | 0.17% | Reduce -2.0% | 8,573 | $453K |
| Trustmark Bank Trust Department | 0.03% | Add +10.8% | 8,571 | $453K |
| Fiduciary Group, LLC | 0.05% | Reduce -0.8% | 8,494 | $449K |
| Intrua Financial, LLC | 0.07% | Add +0.3% | 8,475 | $448K |
| Bluesphere Advisors LLC | 0.22% | New | 8,461 | $447K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -3.9% | 8,428 | $446K |
| DGS Capital Management, LLC | 0.12% | Add +0.4% | 8,417 | $445K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +0.1% | 8,397 | $444K |
| Raymond James Trust N.A. | 0.01% | No change | 8,374 | $443K |
| Jackson Creek Investment Advisors LLC | 0.13% | New | 8,268 | $437K |
| Simplicity Wealth,LLC | 0.04% | Add +76.6% | 8,198 | $433K |
| Orange Investment Advisors, Inc. | 0.05% | Reduce -30.8% | 8,180 | $432K |
| Bremer Bank National Association | 0.08% | No change | 8,162 | $431K |
| Truepoint, Inc. | 0.01% | Reduce -3.7% | 8,085 | $427K |
| Twelve Points Wealth Management LLC | 0.13% | Reduce -6.1% | 8,081 | $427K |
| Ballast, Inc. | 0.12% | Add +4.3% | 8,081 | $427K |
| Lion Street Advisors, LLC | 0.15% | Add +79.7% | 8,063 | $426K |
| First Financial Bank - Trust Division | 0.04% | No change | 8,054 | $426K |
| Clarity Capital Advisors, LLC | 0.30% | Add +0.5% | 8,021 | $424K |
| Hoge Financial Services, LLC | 0.32% | Add +0.5% | 7,983 | $422K |
| Swmg, LLC | 0.17% | Reduce -42.0% | 7,805 | $422K |
| Aviso Wealth Management | 0.23% | Reduce -11.2% | 7,870 | $416K |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -62.0% | 7,852 | $415K |
| Lynx Investment Advisory | 0.30% | Add +0.5% | 7,804 | $413K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +10.2% | 7,780 | $411K |
| MCF Advisors LLC | 0.03% | No change | 7,767 | $411K |
| Copley Financial Group, Inc. | 0.37% | — | 7,738 | $409K |
| Wolf Group Capital Advisors | 0.19% | Add +45.1% | 9,465 | $409K |
| Empirical Asset Management, LLC | 0.15% | Add +39.1% | 7,731 | $409K |
| Choreo, LLC | 0.01% | New | 7,752 | $409K |
| SageView Advisory Group, LLC | 0.02% | Reduce -45.8% | 7,712 | $408K |
| Win Advisors, Inc. | 0.19% | New | 7,657 | $405K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 7,650 | $404K |
| Lantern Wealth Advisors, LLC | 0.28% | Add +5.1% | 7,634 | $404K |
| Herold Advisors, Inc. | 0.09% | Add +5.1% | 7,634 | $404K |
| Smallwood Wealth Investment Management, LLC | 0.29% | No change | 7,592 | $401K |
| Leo Wealth, LLC | 0.04% | New | 7,539 | $398K |
| Cascade Investment Advisors, Inc. | 0.25% | Add +1.4% | 7,480 | $395K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -0.5% | 7,450 | $394K |
| Synovus Financial Corp. | 0.00% | New | 7,370 | $390K |
| Cahaba Wealth Management, Inc. | 0.03% | Reduce -3.5% | 7,359 | $389K |
| FWG Investments, LLC. | 0.33% | Add +0.5% | 7,307 | $386K |
| Retirement Planning Co of New England, Inc. | 0.19% | Add +1.3% | 7,162 | $379K |
| Iowa State Bank | 0.08% | No change | 7,100 | $375K |
| Bill Few Associates, Inc. | 0.13% | Add +10.2% | 7,011 | $371K |
| Cape Investment Advisory, Inc. | 0.15% | Reduce -8.1% | 6,960 | $368K |
| Narus Financial Partners, LLC | 0.13% | Reduce -4.6% | 6,915 | $366K |
| Mustard Seed Financial, LLC | 0.30% | Add +0.8% | 6,912 | $365K |
| Liberty Wealth Management LLC | 0.06% | Add +12.1% | 6,834 | $361K |
| Concorde Asset Management, LLC | 0.20% | New | 6,813 | $360K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -4.2% | 6,781 | $358K |
| Greystone Financial Group, LLC | 0.06% | Add +0.8% | 6,773 | $358K |
| GC Wealth Management RIA, LLC | 0.06% | No change | 6,753 | $357K |
| Wealth Advisory Solutions, LLC | 0.10% | Reduce -8.8% | 6,746 | $357K |
| Vawter Financial, Ltd. | 0.21% | No change | 6,641 | $351K |
| Accel Wealth Management | 0.13% | Reduce -5.8% | 6,623 | $350K |
| Grandview Asset Management LLC | 0.20% | Add +0.1% | 6,614 | $350K |
| Richard W. Paul & Associates, LLC | 0.12% | Reduce -0.5% | 6,556 | $347K |
| Rossmore Private Capital | 0.04% | No change | 6,538 | $346K |
| Thrive Capital Management, LLC | 0.16% | Reduce -6.7% | 6,523 | $345K |
| Accurate Wealth Management, LLC | 0.07% | Add +18.1% | 6,288 | $336K |
| Clearstead Advisors, LLC | 0.01% | No change | 6,358 | $336K |
| Ballentine Partners, LLC | 0.01% | No change | 6,354 | $336K |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 6,330 | $335K |
| Mainstream Capital Management LLC | 0.28% | — | 6,328 | $334K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -4.1% | 6,284 | $332K |
| Vanguard Group Inc. | 0.00% | New | 6,232 | $329K |
| MB Generational Wealth, LLC | 0.24% | No change | 6,227 | $329K |
| Focused Wealth Management, Inc | 0.04% | Reduce -5.0% | 6,216 | $329K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -7.3% | 6,191 | $327K |
| Heritage Wealth Management, Inc. | 0.29% | Reduce -3.6% | 6,178 | $327K |
| Coppell Advisory Solutions LLC | 0.05% | Reduce -13.4% | 6,152 | $324K |
| Costello Asset Management, INC | 0.22% | Add +713.4% | 6,092 | $322K |
| Traynor Capital Management, Inc. | 0.03% | Add +11.3% | 6,064 | $321K |
| Continuum Advisory, LLC | 0.04% | Reduce -14.0% | 5,956 | $320K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -7.3% | 6,023 | $318K |
| Old Second National Bank of Aurora | 0.08% | Reduce -8.8% | 5,937 | $314K |
| Pinion Investment Advisors, LLC | 0.13% | No change | 5,918 | $313K |
| GoalVest Advisory LLC | 0.09% | No change | 5,918 | $313K |
| Sharper & Granite LLC | 0.14% | Add +2.3% | 5,833 | $308K |
| Chris Bulman Inc | 0.21% | Reduce -48.6% | 5,814 | $307K |
| First Community Trust NA | 0.25% | No change | 5,804 | $307K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 5,803 | $306K |
| Absolute Capital Management, LLC | 0.18% | New | 5,747 | $304K |
| Moors & Cabot, Inc. | 0.02% | Reduce -21.2% | 5,745 | $304K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -6.3% | 5,743 | $304K |
| Alpha Cubed Investments, LLC | 0.01% | Add +11.1% | 5,688 | $301K |
| Edgestream Partners, L.P. | 0.01% | Reduce -46.5% | 5,685 | $301K |
| WealthPlan Investment Management, LLC | 0.03% | New | 5,680 | $300K |
| Tidemark, LLC | 0.12% | Reduce -3.2% | 5,645 | $298K |
| Gill Capital Partners, LLC | 0.11% | No change | 5,622 | $297K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +0.1% | 5,611 | $297K |
| Tenon Financial LLC | 0.19% | New | 5,535 | $293K |
| Sterling Investment Counsel, LLC | 0.10% | No change | 5,516 | $292K |
| Tranquility Partners, LLC | 0.10% | No change | 5,471 | $289K |
| Ariadne Wealth Management, LP | 0.16% | New | 5,331 | $287K |
| Interchange Capital Partners, LLC | 0.10% | No change | 5,403 | $286K |
| LGT Financial Advisors LLC | 0.70% | Add +22.0% | 5,401 | $285K |
| Arrowroot Family Office, LLC | 0.17% | Add +0.1% | 5,378 | $284K |
| Concord Wealth Partners | 0.05% | Add +15.5% | 5,373 | $284K |
| Keybank National Association | 0.00% | Reduce -7.1% | 5,317 | $281K |
| Virtue Capital Management, LLC | 0.06% | New | 5,248 | $277K |
| Everhart Financial Group, Inc. | 0.06% | Add +6.1% | 5,244 | $277K |
| Signaturefd, LLC | 0.01% | Add +23.6% | 5,222 | $276K |
| Zega Financial, LLC | 0.09% | Reduce -13.8% | 5,217 | $276K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 5,211 | $275K |
| Brio Consultants, LLC | 0.04% | Reduce -1.8% | 5,197 | $275K |
| Erickson Financial Group, LLC | 0.20% | No change | 5,182 | $274K |
| Cambridge Advisors Inc. | 0.06% | No change | 5,130 | $271K |
| Balefire, LLC | 0.09% | Add +188.2% | 5,104 | $270K |
| Invera Wealth Advisors, LLC | 0.27% | Reduce -31.0% | 4,968 | $267K |
| Kaizen Financial Strategies | 0.16% | Add +0.3% | 5,047 | $267K |
| Atlas Private Wealth Advisors | 0.04% | Reduce -19.8% | 5,033 | $266K |
| Key Client Fiduciary Advisors, LLC | 0.12% | Add +20.3% | 5,031 | $266K |
| Capital Asset Advisory Services LLC | 0.01% | New | 5,063 | $266K |
| Droms Strauss Advisors Inc. /Mo/ | 0.09% | No change | 5,021 | $265K |
| LCNB Corp. | 0.09% | No change | 5,000 | $264K |
| Stiles Financial Services Inc | 0.09% | Reduce -18.3% | 4,953 | $262K |
| Chicago Wealth Management, Inc. | 0.14% | No change | 4,949 | $262K |
| Optiver Holding B.V. | 0.01% | New | 4,937 | $261K |
| Integrated Capital Management, Inc. | 0.20% | Add +3.0% | 4,927 | $260K |
| KM Capital Management Ltd. | 0.14% | Reduce -20.8% | 4,876 | $258K |
| STAR Financial Bank | 0.17% | New | 4,832 | $255K |
| Fulton Bank, N.A. | 0.01% | New | 4,813 | $254K |
| Financial Management Network Inc. | 0.05% | New | 4,810 | $254K |
| Proquility Private Wealth Partners, LLC | 0.08% | Reduce -12.9% | 4,749 | $251K |
| Venture Visionary Partners LLC | 0.01% | Reduce -2.0% | 4,730 | $250K |
| Fusion Family Wealth, LLC | 0.02% | No change | 4,706 | $249K |
| Goldstein Advisors, LLC | 0.04% | Reduce -7.4% | 4,689 | $248K |
| Brophy Wealth Management, LLC | 0.09% | — | 4,664 | $247K |
| Principle Wealth Partners LLC | 0.02% | New | 4,648 | $246K |
| DAVENPORT & Co LLC | 0.00% | No change | 4,641 | $245K |
| Valued Retirements, Inc. | 0.34% | No change | 4,631 | $245K |
| Winch Advisory Services, LLC | 0.07% | Add +3.9% | 4,594 | $243K |
| SMART Wealth LLC | 0.09% | Reduce -17.8% | 4,547 | $240K |
| Florida Trust Wealth Management Co | 0.01% | No change | 4,546 | $240K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -17.0% | 4,539 | $240K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 4,520 | $239K |
| Essex Bank | 0.06% | Reduce -19.3% | 4,513 | $239K |
| ETF Store, Inc. | 0.24% | Add +2.2% | 4,459 | $236K |
| RKL Wealth Management LLC | 0.02% | New | 4,459 | $236K |
| Norris Perne & French LLP | 0.02% | No change | 4,451 | $235K |
| SFG Wealth Management, LLC. | 0.12% | Reduce -7.7% | 4,410 | $233K |
| Rockwood Wealth Management, LLC | 0.03% | Add +0.1% | 4,364 | $231K |
| Valley National Advisers Inc. | 0.04% | No change | 4,352 | $230K |
| Northwest Capital Management Inc | 0.08% | No change | 4,324 | $229K |
| Howard Capital Management Group, LLC | 0.02% | No change | 4,273 | $226K |
| Veracity Capital LLC | 0.08% | No change | 4,204 | $222K |
| Meeder Advisory Services, Inc. | 0.01% | New | 4,194 | $222K |
| Quantum Financial Advisors, LLC | 0.03% | New | 4,175 | $221K |
| Forza Wealth Management, LLC | 0.10% | No change | 4,165 | $220K |
| Vista Investment Management | 0.08% | Add +0.3% | 4,164 | $220K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -1.3% | 4,145 | $219K |
| Gradient Investments LLC | 0.00% | Reduce -83.9% | 4,126 | $218K |
| B.O.S.S. Retirement Advisors, LLC | 0.04% | New | 4,100 | $217K |
| Atwood & Palmer Inc. | 0.01% | No change | 4,071 | $215K |
| Cable Hill Partners, LLC | 0.02% | New | 4,010 | $212K |
| Paradigm, Strategies in Wealth Management, LLC | 0.14% | New | 4,000 | $211K |
| LexAurum Advisors, LLC | 0.05% | New | 4,000 | $211K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -4.1% | 3,987 | $211K |
| Prosperity Consulting Group, LLC | 0.02% | New | 3,984 | $211K |
| Aptus Capital Advisors, LLC | 0.00% | Add +93.4% | 3,943 | $208K |
| Composition Wealth, LLC | 0.00% | New | 3,940 | $208K |
| Tucker Asset Management LLC | 0.05% | No change | 3,923 | $207K |
| Asio Capital, LLC | 0.04% | New | 3,903 | $206K |
| Operose Advisors LLC | 0.07% | Add +39.6% | 3,890 | $206K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -38.7% | 3,870 | $205K |
| Quadcap Wealth Management, LLC | 0.03% | New | 3,860 | $204K |
| Glassman Wealth Services | 0.03% | No change | 3,833 | $203K |
| Hilltop Holdings Inc. | 0.01% | New | 3,815 | $202K |
| Avestar Capital, LLC | 0.02% | New | 3,810 | $201K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 3,796 | $201K |
| TFB Advisors LLC | 0.06% | New | 3,787 | $200K |
| Halpern Financial, Inc. | 0.05% | No change | 3,795 | $200K |
| Rothschild Investment LLC | 0.01% | Add +1.1% | 3,546 | $187K |
| Brown, Lisle/Cummings, Inc. | 0.06% | No change | 3,450 | $182K |
| Ancora Advisors LLC | 0.00% | Add +51.3% | 3,339 | $177K |
| Darwin Wealth Management, LLC | 0.05% | New | 3,323 | $176K |
| Evermay Wealth Management LLC | 0.03% | Reduce -6.7% | 3,228 | $171K |
| Byrne Asset Management LLC | 0.12% | Reduce -3.0% | 327 | $170K |
| PrairieView Partners, LLC | 0.02% | Add +0.8% | 3,190 | $168K |
| Pin Oak Investment Advisors Inc. | 0.14% | No change | 3,026 | $159K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 2,879 | $152K |
| NBT Bank, N.A. | 0.01% | Add +169.4% | 2,867 | $152K |
| Cedar Wealth Management, LLC | 0.05% | Add +24.3% | 2,835 | $150K |
| Uncommon Cents Investing LLC | 0.04% | New | 2,806 | $148K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.3% | 2,796 | $148K |
| Colonial Trust Co / SC | 0.02% | No change | 2,800 | $148K |
| Phillips Financial Management, LLC | 0.01% | Reduce -18.6% | 2,645 | $140K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -76.3% | 2,638 | $139K |
| Northwest Investment Counselors, LLC | 0.03% | New | 2,587 | $137K |
| Johnson Financial Group, Inc. | 0.01% | Add +25.9% | 2,525 | $133K |
| Clear Investment Research, LLC | 0.16% | New | 2,340 | $124K |
| Thompson Investment Management, Inc. | 0.02% | No change | 2,302 | $122K |
| Heritage Wealth Advisors | 0.01% | No change | 2,200 | $116K |
| Trust Co. of Vermont | 0.01% | No change | 2,048 | $108K |
| Asset Dedication, LLC | 0.01% | Add +70.8% | 2,037 | $108K |
| Urban Financial Advisory Corp | 0.06% | New | 2,012 | $106K |
| Main Street Group, LTD | 0.05% | Reduce -13.5% | 2,011 | $106K |
| Bare Financial Services, Inc | 0.04% | No change | 2,000 | $106K |
| Coston, McIsaac & Partners | 0.03% | No change | 1,917 | $101K |
| Blue Trust, Inc. | 0.00% | Add +38.5% | 1,864 | $91K |
| Ballast Advisors LLC | 0.03% | Reduce -1.4% | 1,718 | $91K |
| Future Financial Wealth Managment LLC | 0.06% | New | 1,627 | $86K |
| NFSG Corp | 0.03% | Reduce -6.1% | 1,550 | $82K |
| National Bank of Canada | 0.00% | No change | 1,506 | $80K |
| Transcendent Capital Group LLC | 0.04% | No change | 1,496 | $79K |
| Nvwm, LLC | 0.02% | No change | 1,461 | $77K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -91.1% | 1,404 | $74K |
| Register Financial Advisors LLC | 0.04% | No change | 1,385 | $73K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,330 | $70K |
| Venturi Wealth Management, LLC | 0.00% | Add +18.0% | 1,324 | $70K |
| Family Manage LLC | 0.01% | No change | 1,266 | $67K |
| Optimum Investment Advisors | 0.03% | No change | 1,200 | $63K |
| First Financial Corp. | 0.03% | Reduce -21.2% | 1,157 | $61K |
| Motco | 0.01% | No change | 1,109 | $59K |
| Westside Investment Management, Inc. | 0.01% | Reduce -12.3% | 1,103 | $58K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,095 | $58K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | No change | 1,076 | $57K |
| Archer Investment Corp | 0.01% | New | 1,000 | $53K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,000 | $53K |
| Voisard Asset Management Group, Inc. | 0.02% | Add +19.9% | 996 | $53K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 972 | $51K |
| Abich Financial Wealth Management LLC | 0.11% | Add +26.3% | 899 | $48K |
| Steph & Co. | 0.01% | New | 885 | $47K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +44.1% | 872 | $46K |
| Aspire Private Capital, LLC | 0.01% | Reduce -71.8% | 781 | $41K |
| FWL Investment Management, LLC | 0.01% | Reduce -40.7% | 735 | $39K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -65.8% | 727 | $38K |
| Legacy Investment Solutions, LLC | 0.02% | — | 688 | $37K |
| Legacy Wealth Managment, LLC | 0.02% | — | 688 | $37K |
| Sandy Spring Bank | 0.00% | Reduce -53.0% | 676 | $36K |
| Wolff Wiese Magana LLC | 0.02% | No change | 653 | $35K |
| Realta Investment Advisors | 0.02% | Reduce -34.3% | 643 | $34K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -15.3% | 625 | $33K |
| Ascentis Wealth Management, LLC | 0.01% | — | 624 | $33K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.5% | 620 | $33K |
| Flaharty Asset Management, LLC | 0.00% | New | 617 | $33K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 591 | $31K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 569 | $30K |
| Pineridge Advisors LLC | 0.01% | Reduce -91.6% | 548 | $29K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 544 | $29K |
| Arlington Trust Co LLC | 0.01% | No change | 535 | $28K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | No change | 509 | $27K |
| Olistico Wealth, LLC | 0.02% | Reduce -20.9% | 492 | $26K |
| CENTRAL TRUST Co | 0.00% | Add +199.4% | 491 | $26K |
| CVA Family Office, LLC | 0.00% | No change | 480 | $25K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -0.2% | 466 | $25K |
| Hartford Financial Management Inc. | 0.00% | Reduce -8.5% | 420 | $22K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -25.7% | 417 | $22K |
| Crewe Advisors LLC | 0.00% | Reduce -25.9% | 409 | $22K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -30.6% | 404 | $21K |
| Deutsche Bank AG | 0.00% | Reduce -50.0% | 400 | $21K |
| Wintrust Investments LLC | 0.01% | New | 384 | $20K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 375 | $20K |
| Hanson & Doremus Investment Management | 0.00% | No change | 353 | $19K |
| BlackRock, Inc. | 0.00% | — | 347 | $18K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 340 | $18K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 328 | $17K |
| City Holding Co. | 0.00% | No change | 315 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1029.6% | 305 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -60.3% | 301 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 275 | $15K |
| Parkside Financial Bank & Trust | 0.00% | No change | 281 | $15K |
| Planned Solutions, Inc. | 0.01% | New | 276 | $15K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 264 | $14K |
| American National Bank & Trust | 0.00% | Reduce -49.3% | 260 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 259 | $14K |
| Paladin Advisory Group, LLC | 0.01% | No change | 254 | $13K |
| Abound Wealth Management | 0.00% | No change | 252 | $13K |
| Ransom Advisory, Ltd | 0.01% | No change | 250 | $13K |
| Russell Investments Group, Ltd. | 0.00% | Add +85.3% | 239 | $13K |
| WASHINGTON TRUST Co | 0.00% | No change | 225 | $12K |
| M&R Capital Management Inc. | 0.00% | Add +0.5% | 220 | $12K |
| St Germain D J Co. Inc. | 0.00% | No change | 220 | $12K |
| Lindbrook Capital, LLC | 0.00% | No change | 214 | $11K |
| Sound Income Strategies, LLC | 0.00% | Add +143.0% | 209 | $11K |
| CNB Bank | 0.00% | No change | 193 | $10K |
| Avion Wealth | 0.00% | Add +0.5% | 206 | $10K |
| McClarren Financial Advisors, Inc. | 0.00% | Add +8.3% | 52 | $10K |
| Raleigh Capital Management Inc. | 0.00% | New | 166 | $9K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 135 | $7K |
| Peterson Financial Group, Inc. | 0.02% | New | 120 | $6K |
| Eastern Bank | 0.00% | New | 120 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 118 | $6K |
| Arax Advisory Partners | 0.00% | No change | 110 | $6K |
| Earned Wealth Advisors, LLC | 0.00% | New | 99 | $5K |
| Horizon Bancorp Inc. | 0.00% | Reduce -28.7% | 97 | $5K |
| Northwest Financial Advisors | 0.00% | New | 85 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 84 | $4K |
| Creekmur Asset Management LLC | 0.00% | Add +1.2% | 84 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 80 | $4K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 80 | $4K |
| SJS Investment Consulting Inc. | 0.00% | No change | 76 | $4K |
| WR Wealth Planners, LLC | 0.00% | New | 61 | $3K |
| Stone House Investment Management, LLC | 0.00% | No change | 60 | $3K |
| Financial Perspectives, Inc | 0.00% | No change | 57 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 60 | $3K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 46 | $2K |
| Headlands Technologies LLC | 0.00% | Reduce -99.0% | 45 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 34 | $2K |
| Tompkins Financial Corp. | 0.00% | Reduce -11.8% | 30 | $2K |
| Toth Financial Advisory Corp. | 0.00% | No change | 27 | $1K |
| EnRich Financial Partners LLC | 0.00% | No change | 22 | $1K |
| ORG Partners LLC | 0.00% | Reduce -97.5% | 19 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 12 | $634 |
| Founders Capital Management | 0.00% | No change | 4 | $220 |
| SWAN Capital LLC | 0.00% | New | 4 | $211 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $162 |
| Viewpoint Capital Management LLC | 0.00% | New | 2 | $105 |
| Baldwin Wealth Partners LLC | 0.00% | No change | 1 | $53 |
| Parallel Advisors, LLC | 0.00% | No change | 1 | $53 |
| Ascentis Independent Advisors | 0.00% | New | 1 | $52 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 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.