SS SPDR P S&P 500 Value ETFSPYVETF
13F holders, Q2 2025 (June 30)1,049holders +32
78new positions
44sold out
5famous investors
$52.34avg. 13F price*
At the end of Q2 2025, 1,049 institutions reported holding SS SPDR P S&P 500 Value ETF (SPYV) in their 13F filings, up 32 from Q1 2025. 78 opened new positions and 44 sold out. The largest holders were Financial Engines Advisors L.L.C. ($4.2B), LPL Financial LLC ($2.4B) and Allworth Financial LP ($870.4M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR P S&P 500 Value ETF
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78464A508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $123.3M |
| Exits | 44 | $83.7M |
All 13F filers, Q1 2025 → Q2 2025: 25,692,455 shares bought and 20,685,732 shares sold, net +5,006,723 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,049 holders
| Financial Engines Advisors L.L.C. | 8.47% | Add +2.9% | 81,086,542 | $4.2B |
| LPL Financial LLC | 0.79% | Add +5.5% | 45,142,578 | $2.4B |
| Allworth Financial LP | 4.18% | Add +2.6% | 16,630,130 | $870.4M |
| Morgan Stanley | 0.03% | Reduce -0.1% | 9,796,229 | $512.7M |
| Valmark Advisers, Inc. | 6.04% | Add +4.1% | 8,271,615 | $432.9M |
| Ameriprise Financial Inc. | 0.11% | Reduce -7.9% | 8,271,005 | $432.9M |
| JPMorgan Chase & Co. | 0.03% | Add +5.7% | 7,191,638 | $376.4M |
| UBS Group AG | 0.07% | Reduce -1.6% | 6,609,996 | $346.0M |
| Bank of America Corp. | 0.03% | Add +5.5% | 6,478,462 | $339.1M |
| Raymond James Financial Inc. | 0.10% | Add +1.4% | 5,821,052 | $304.7M |
| Advisory Alpha, LLC | 8.50% | Add +3.8% | 5,213,790 | $272.9M |
| Equitable Holdings, Inc. | 2.11% | Add +10.0% | 4,879,270 | $255.4M |
| Horizon Investments, LLC | 3.94% | Reduce -6.0% | 4,757,058 | $249.0M |
| Royal Bank of Canada | 0.05% | Add +10.8% | 4,673,435 | $244.6M |
| NorthRock Partners, LLC | 6.31% | Add +4.1% | 4,625,524 | $242.1M |
| Wealth Enhancement Advisory Services, LLC | 0.39% | Add +26.1% | 4,456,511 | $237.1M |
| Willis Johnson & Associates, Inc. | 15.63% | Add +6.3% | 4,392,930 | $229.9M |
| Quotient Wealth Partners, LLC | 6.75% | Add +3.9% | 4,384,101 | $229.5M |
| Dynasty Wealth Management, LLC | 3.74% | Reduce -4.7% | 4,189,223 | $219.3M |
| Cwm, LLC | 0.77% | Add +2.5% | 4,188,320 | $219.2M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -7.1% | 4,182,883 | $218.9M |
| Tiaa Trust, National Association | 0.52% | Add +30.6% | 3,823,232 | $200.1M |
| Osaic Holdings, Inc. | 0.35% | Reduce -4.0% | 3,727,553 | $195.1M |
| Cetera Investment Advisers | 0.33% | Add +14.3% | 3,709,949 | $194.2M |
| Cerity Partners LLC | 0.32% | Add +0.5% | 3,455,643 | $180.9M |
| Nicolet Advisory Services, LLC | 13.89% | Add +5.1% | 3,131,577 | $163.2M |
| Connecticut Wealth Management, LLC | 7.60% | Add +11.4% | 3,051,332 | $159.7M |
| Private Advisor Group, LLC | 0.82% | Reduce -14.3% | 2,925,054 | $153.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +99.4% | 2,839,061 | $148.6M |
| AE Wealth Management LLC | 1.00% | Add +22.6% | 2,608,841 | $136.5M |
| Betterment LLC | 0.28% | Reduce -2.4% | 2,512,074 | $131.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -21.3% | 2,500,425 | $130.9M |
| HighTower Advisors, LLC | 0.16% | Reduce -2.9% | 2,392,796 | $125.2M |
| Lutz Financial Services LLC | 8.97% | Reduce -0.1% | 2,206,774 | $115.5M |
| Stifel Financial Corp. | 0.11% | Add +15.1% | 2,110,741 | $110.5M |
| First National Trust Co | 4.12% | Add +7.2% | 2,103,940 | $110.1M |
| Gerber Kawasaki Wealth & Investment Management | 4.24% | Add +4.2% | 2,096,598 | $109.7M |
| Octavia Wealth Advisors, LLC | 12.29% | Add +3.5% | 2,064,818 | $108.1M |
| Mariner, LLC | 0.15% | Add +6.1% | 1,933,939 | $101.2M |
| AlphaStar Capital Management, LLC | 6.92% | Add +22.6% | 1,880,110 | $98.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +18.5% | 1,813,974 | $94.9M |
| Angeles Wealth Management, LLC | 6.40% | Reduce -7.0% | 1,782,982 | $93.3M |
| Magnus Financial Group LLC | 8.16% | Add +2.7% | 1,770,576 | $92.7M |
| Wells Fargo & Company | 0.02% | Add +3.6% | 1,673,891 | $87.6M |
| Old National Bancorp | 1.50% | Reduce -4.4% | 1,613,259 | $84.4M |
| Benjamin Edwards Inc. | 1.06% | Add +24.1% | 1,596,810 | $83.6M |
| Simon Quick Advisors, LLC | 4.17% | Reduce -12.4% | 1,573,013 | $82.3M |
| Bell Bank | 3.70% | Add +5.2% | 1,516,195 | $79.4M |
| Commonwealth Equity Services, LLC | 0.10% | Add +5.5% | 1,484,953 | $77.7M |
| KWB Wealth | 9.12% | Reduce -3.3% | 1,469,549 | $75.0M |
| N.E.W. Advisory Services LLC | 6.97% | Reduce -27.8% | 1,372,477 | $71.8M |
| IHT Wealth Management, LLC | 1.93% | Add +12.6% | 1,339,077 | $70.1M |
| Good Life Advisors, LLC | 4.20% | Reduce -3.3% | 1,284,416 | $67.2M |
| Flputnam Investment Management Co. | 1.11% | Reduce -3.2% | 1,231,071 | $64.4M |
| Klingman & Associates, LLC | 3.45% | Add +5.7% | 1,196,168 | $62.6M |
| Flagship Harbor Advisors, LLC | 2.84% | Reduce -22.3% | 1,145,512 | $60.0M |
| Scarborough Advisors, LLC | 11.49% | Add +39.7% | 1,106,745 | $57.9M |
| Nicolet Bankshares Inc. | 10.00% | Add +2.1% | 1,106,250 | $57.9M |
| FMR LLC | 0.00% | Reduce -4.0% | 1,061,274 | $55.5M |
| Facet Wealth, Inc. | 1.20% | Reduce -18.9% | 995,809 | $52.6M |
| CoreCap Advisors, LLC | 2.11% | Add +5.7% | 1,001,606 | $52.4M |
| Integrated Wealth Concepts LLC | 0.53% | Add +32.7% | 1,000,442 | $52.4M |
| Strategic Financial Concepts, LLC | 7.29% | Add +3960.9% | 989,774 | $51.8M |
| Founders Financial Securities LLC | 3.92% | Add +9.9% | 985,939 | $51.6M |
| Compton Financial Group, LLC | 13.24% | Add +32.1% | 972,397 | $50.9M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +3.8% | 956,585 | $50.1M |
| Corient Private Wealth LP | 0.07% | Add +3.9% | 938,475 | $49.1M |
| Diversify Wealth Management, LLC | 3.02% | Add +12.2% | 910,472 | $48.9M |
| MML Investors Services, LLC | 0.14% | Add +20.1% | 909,779 | $47.6M |
| Whitcomb & Hess, Inc. | 13.07% | Add +1.5% | 885,530 | $46.3M |
| Modern Wealth Management, LLC | 1.08% | Reduce -36.0% | 836,916 | $43.8M |
| CGN Advisors LLC | 3.88% | Add +8.2% | 830,617 | $43.5M |
| Perennial Investment Advisors, LLC | 4.16% | Add +8.6% | 819,774 | $42.9M |
| Elevation Point Wealth Partners, LLC | 3.33% | Reduce -39.7% | 815,592 | $42.7M |
| Nottingham Advisors, Inc. | 6.30% | Reduce -3.9% | 811,784 | $42.5M |
| Arrow Financial Corp | 4.41% | Add +0.5% | 799,564 | $41.8M |
| Janney Montgomery Scott LLC | 0.11% | Reduce -26.1% | 794,001 | $41.6M |
| Creative Financial Designs Inc. | 2.97% | Reduce -0.1% | 789,159 | $41.3M |
| Accredited Investors Inc. | 2.44% | Reduce -4.7% | 788,483 | $41.3M |
| Balanced Wealth Group LLC | 17.63% | Add +4.2% | 770,196 | $40.6M |
| Gladstone Institutional Advisory LLC | 1.66% | Add +5.8% | 766,456 | $40.1M |
| Constellation Investments, Inc. | 1.72% | No change | 712,000 | $37.3M |
| Tennessee Valley Asset Management Partners | 9.46% | Add +3.1% | 711,937 | $37.3M |
| Woodard & Co. Asset Management Group Inc. | 6.71% | Add +0.6% | 697,973 | $36.5M |
| Exchange Traded Concepts, LLC | 0.46% | New | 695,083 | $36.4M |
| Franklin Resources Inc. | 0.01% | Reduce -82.5% | 689,238 | $36.1M |
| Confluence Investment Management LLC | 0.51% | Add +22.1% | 685,828 | $35.9M |
| Prudential Financial Inc. | 0.05% | No change | 683,426 | $35.8M |
| Courier Capital LLC | 2.10% | Add +8.4% | 662,146 | $34.7M |
| Koss-Olinger Consulting, LLC | 2.84% | Add +10.7% | 661,213 | $34.6M |
| Creative Planning | 0.03% | Reduce -4.3% | 656,509 | $34.4M |
| Vicus Capital | 2.81% | Add +10.3% | 645,443 | $33.8M |
| Dakota Wealth Management | 0.70% | Add +39.1% | 635,558 | $33.3M |
| Avior Wealth Management, LLC | 1.12% | Add +2.0% | 619,361 | $32.4M |
| Moneco Advisors, LLC | 2.98% | Add +12.9% | 611,808 | $32.0M |
| Jones Financial Companies LLLP | 0.02% | Add +104.5% | 612,942 | $31.9M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -23.7% | 605,651 | $31.7M |
| Sanctuary Advisors, LLC | 0.20% | Add +23.6% | 605,114 | $31.7M |
| Avantax Planning Partners, Inc. | 0.96% | Add +13.9% | 580,273 | $30.4M |
| ERn Financial, LLC | 6.40% | Add +4.0% | 579,699 | $30.3M |
| NewEdge Advisors, LLC | 0.15% | Add +9.9% | 564,782 | $29.6M |
| Higgins & Schmidt Wealth Strategies LLC | 16.36% | Add +12.1% | 564,436 | $29.5M |
| Geneos Wealth Management Inc. | 0.72% | Add +3.0% | 562,442 | $29.4M |
| Northern Trust Corp. | 0.00% | Reduce -0.0% | 556,641 | $29.1M |
| Leicht Financial Planning & Wealth Management, Inc. | 13.80% | Add +26.2% | 555,096 | $29.1M |
| Convergence Financial, LLC | 4.99% | Add +7.1% | 554,178 | $29.0M |
| Great Valley Advisor Group, Inc. | 0.63% | Add +5.9% | 545,177 | $28.5M |
| Fifth Third Securities, Inc. | 2.12% | Add +45.1% | 540,467 | $28.3M |
| Choice Wealth Advisors LLC | 12.74% | Add +0.6% | 538,690 | $28.2M |
| Inspirion Wealth Advisors, LLC | 3.72% | Reduce -1.8% | 536,296 | $28.1M |
| Waverly Advisors, LLC | 0.30% | Add +2.7% | 529,774 | $27.7M |
| Measured Wealth Private Client Group, LLC | 8.28% | Reduce -0.1% | 528,420 | $27.7M |
| Tsfg, LLC | 4.99% | Reduce -16.5% | 526,419 | $27.6M |
| Brandywine Oak Private Wealth LLC | 2.52% | Reduce -4.9% | 519,837 | $27.2M |
| Shepherd Financial Partners LLC | 2.86% | Add +16.5% | 517,826 | $27.1M |
| BIP Wealth, LLC | 1.66% | Reduce -2.0% | 514,242 | $26.9M |
| Signet Financial Management, LLC | 3.36% | Reduce -6.6% | 510,733 | $26.7M |
| Riversedge Advisors, LLC | 5.16% | Reduce -7.1% | 503,703 | $26.4M |
| Pinnacle Wealth Planning Services, Inc. | 3.45% | Add +8.5% | 500,570 | $26.2M |
| Alta Wealth Advisors LLC | 12.21% | Add +5.7% | 494,328 | $25.9M |
| Rodgers & Associates, LTD | 2.80% | Add +0.8% | 487,696 | $25.5M |
| Hills Bank & Trust Co | 1.57% | Add +46.2% | 475,061 | $24.9M |
| Harbor Group, Inc. | 4.39% | Add +3.3% | 472,831 | $24.7M |
| Ackerman Capital Advisors, LLC | 5.73% | Add +60.2% | 471,136 | $24.7M |
| Roberts Financial Services LLC | 8.48% | Reduce -53.7% | 469,660 | $24.6M |
| Marathon Mission, Inc. | 15.43% | Add +7.2% | 464,006 | $24.3M |
| Mgo One Seven LLC | 0.77% | Add +26.8% | 456,732 | $23.9M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -12.2% | 452,961 | $23.7M |
| SkyOak Wealth, LLC | 4.71% | Add +6.5% | 448,072 | $23.5M |
| Avantax Advisory Services, Inc. | 0.13% | Add +0.9% | 441,220 | $23.1M |
| Visionary Horizons, LLC | 14.54% | Reduce -1.3% | 439,033 | $23.0M |
| Integrated Capital Management, LLC | 10.64% | Add +4.5% | 419,637 | $22.2M |
| MBE Wealth Management, LLC | 9.64% | Add +3.0% | 423,743 | $22.2M |
| Western Wealth Management, LLC | 1.32% | Reduce -21.2% | 422,552 | $22.1M |
| Potentia Wealth | 12.47% | Add +7.4% | 418,146 | $21.9M |
| Visionary Wealth Advisors | 1.11% | Add +4.5% | 416,777 | $21.8M |
| Hamilton Capital, LLC | 1.19% | Add +4.3% | 414,863 | $21.7M |
| Global Retirement Partners, LLC | 0.54% | — | 412,764 | $21.6M |
| Christopher J. Hasenberg, Inc | 7.89% | New | 405,567 | $21.2M |
| Alesco Advisors, LLC, An ESL Co | 0.61% | Reduce -0.5% | 402,864 | $21.1M |
| Journey Strategic Wealth LLC | 0.68% | Add +14.1% | 398,782 | $20.9M |
| Diversify Advisory Services, LLC | 0.79% | Add +29.2% | 385,994 | $20.7M |
| Truist Financial Corp. | 0.03% | Add +1.9% | 390,837 | $20.5M |
| SilverOak Wealth Management LLC | 3.80% | Add +4.6% | 386,944 | $20.3M |
| CarsonAllaria Wealth Management, Ltd. | 10.61% | Add +3.3% | 377,880 | $19.8M |
| Money Design Co.,Ltd. | 0.97% | Add +4.6% | 376,481 | $19.7M |
| Leslie Global Wealth, LLC | 10.52% | Add +3.2% | 376,239 | $19.7M |
| Ascent Group, LLC | 0.77% | Reduce -5.0% | 375,369 | $19.6M |
| Cynosure Group, LLC | 2.20% | Add +0.4% | 370,454 | $19.4M |
| Wealth Advisors of Iowa, LLC | 7.06% | Add +2.1% | 360,928 | $18.9M |
| Williams Financial, LLC | 20.23% | Reduce -15.2% | 354,528 | $18.6M |
| First Heartland Consultants, Inc. | 1.63% | Add +4.5% | 350,380 | $18.3M |
| Strategic Financial Partners, Ltd. | 8.47% | Add +35.1% | 348,842 | $18.3M |
| Pure Financial Advisors, LLC | 0.32% | Reduce -2.1% | 347,277 | $18.2M |
| Retirement Planning Group, LLC | 0.77% | Reduce -2.0% | 345,962 | $18.1M |
| Windsor Capital Management, LLC | 5.25% | Add +1.0% | 344,305 | $18.0M |
| Clear Creek Financial Management, LLC | 1.69% | Add +56.5% | 338,386 | $17.7M |
| Navalign, LLC | 4.88% | Reduce -2.4% | 337,943 | $17.7M |
| Silver Oak Securities, Incorporated | 1.47% | Add +22.2% | 336,728 | $17.6M |
| Destiny Capital Corp | 10.51% | Add +7.4% | 333,034 | $17.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -7.1% | 332,418 | $17.4M |
| McAdam, LLC | 0.95% | Add +23.1% | 330,910 | $17.3M |
| Freestate Advisors LLC | 15.28% | Reduce -1.6% | 327,023 | $17.1M |
| Summit Financial, LLC | 0.39% | Add +36.6% | 326,462 | $17.1M |
| Horizon Financial Services, LLC | 9.04% | Add +2.7% | 325,567 | $17.0M |
| TPG Financial Advisors, LLC | 6.80% | Reduce -7.8% | 324,686 | $17.0M |
| SteelPeak Wealth, LLC | 0.66% | Reduce -55.3% | 321,207 | $16.8M |
| Brookstone Capital Management | 0.22% | Reduce -2.6% | 314,993 | $16.5M |
| Stratos Wealth Partners, LTD. | 0.22% | Reduce -7.8% | 308,853 | $16.2M |
| CX Institutional | 0.56% | Add +17.8% | 304,726 | $15.9M |
| Kestra Private Wealth Services, LLC | 0.23% | Reduce -2.6% | 302,804 | $15.8M |
| 1834 Investment Advisors Co. | 2.00% | Reduce -1.4% | 302,295 | $15.8M |
| Diligent Investors, LLC | 3.55% | Add +0.1% | 286,385 | $15.0M |
| Great Lakes Retirement, Inc. | 1.77% | Add +1.6% | 285,131 | $14.9M |
| Abound Financial, LLC | 6.53% | Add +10.8% | 283,471 | $14.8M |
| Signal Advisors Wealth, LLC | 1.15% | Reduce -41.2% | 281,530 | $14.7M |
| Fifth Third Wealth Advisors LLC | 0.62% | Add +3593.4% | 280,148 | $14.7M |
| Townsquare Capital LLC | 1.41% | Reduce -92.4% | 276,409 | $14.5M |
| Millington Financial Advisors, LLC | 7.28% | Add +0.2% | 268,554 | $14.4M |
| Atticus Wealth Management, LLC | 3.85% | Add +0.9% | 272,487 | $14.3M |
| IFG Advisory, LLC | 0.71% | Add +43.8% | 269,924 | $14.1M |
| Foguth Wealth Management, LLC. | 3.02% | Reduce -43.5% | 269,309 | $14.1M |
| Verus Capital Partners, LLC | 1.25% | Add +7.1% | 266,962 | $14.0M |
| rebel Financial LLC | 6.36% | — | 266,579 | $14.0M |
| Fifth Third Bancorp | 0.05% | Reduce -0.3% | 262,582 | $13.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +1.7% | 262,373 | $13.7M |
| Kingsview Wealth Management, LLC | 0.23% | Add +0.5% | 260,687 | $13.6M |
| Larson Financial Group LLC | 0.54% | Reduce -10.4% | 259,141 | $13.6M |
| Cary Street Partners Financial LLC | 0.38% | Reduce -13.1% | 258,306 | $13.5M |
| Wealthcare Advisory Partners LLC | 0.31% | Add +12.6% | 257,796 | $13.5M |
| Citadel Advisors | 0.01% | Add +764.6% | 256,973 | $13.4M |
| Sargent Investment Group, LLC | 1.81% | Reduce -9.3% | 254,576 | $13.4M |
| Eaton Financial Holdings Company, LLC | 4.09% | Reduce -8.7% | 253,953 | $13.3M |
| Symphony Financial, Ltd. Co. | 1.73% | New | 249,751 | $13.2M |
| Meridian Wealth Management, LLC | 0.56% | Reduce -0.9% | 251,319 | $13.2M |
| Legacy Financial Group LLC | 1.78% | Add +16.8% | 243,837 | $12.8M |
| Merit Financial Group, LLC | 0.14% | Reduce -13.1% | 238,743 | $12.5M |
| Probity Advisors, Inc. | 2.19% | Add +5.3% | 238,341 | $12.5M |
| Dogwood Wealth Management LLC | 6.08% | Add +9.1% | 235,365 | $12.4M |
| Power Wealth Management LLC | 4.77% | Add +5.6% | 237,237 | $12.4M |
| Valtinson Bruner Financial Planning LLC | 3.89% | Add +6.5% | 236,858 | $12.4M |
| SOA Wealth Advisors, LLC. | 2.27% | Reduce -27.0% | 236,701 | $12.4M |
| Hobart Private Capital, LLC | 2.80% | Add +8.0% | 235,619 | $12.3M |
| NewSquare Capital LLC | 0.90% | Add +1.2% | 232,312 | $12.2M |
| Stephens Inc. | 0.17% | Add +10.9% | 231,966 | $12.1M |
| Optimist Retirement Group LLC | 5.80% | Reduce -0.8% | 231,117 | $12.1M |
| Novem Group | 1.53% | Add +3.5% | 230,881 | $12.1M |
| Gibbs Wealth Management | 2.26% | Add +30.3% | 223,841 | $11.7M |
| Meritage Portfolio Management | 0.74% | Reduce -27.6% | 223,607 | $11.7M |
| Financial Council, LLC | 5.62% | Add +2.4% | 222,651 | $11.7M |
| GHP Investment Advisors, Inc. | 0.51% | Add +3.3% | 221,815 | $11.6M |
| Reston Wealth Management LLC | 4.06% | Reduce -2.8% | 221,412 | $11.6M |
| Goldstone Financial Group, LLC | 1.52% | Add +4.7% | 215,595 | $11.5M |
| New England Capital Financial Advisors LLC | 5.08% | Reduce -0.3% | 211,921 | $11.1M |
| Hofer & Associates. Inc | 6.83% | Add +2.0% | 209,027 | $10.9M |
| Nomura Asset Management Co. Ltd. | 0.03% | Reduce -11.9% | 204,765 | $10.7M |
| Wrapmanager Inc. | 2.58% | Reduce -3.4% | 202,031 | $10.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +43.5% | 198,387 | $10.4M |
| GenWealth Group, Inc. | 2.06% | Add +2.9% | 195,086 | $10.2M |
| M&T Bank Corp | 0.04% | Reduce -0.4% | 194,981 | $10.2M |
| Collaborative Wealth Managment Inc. | 4.41% | Add +2.1% | 193,124 | $10.1M |
| Axxcess Wealth Management, LLC | 0.24% | Add +3.7% | 192,560 | $10.1M |
| Promus Capital, LLC | 6.51% | Add +22.4% | 191,665 | $10.0M |
| Focus Partners Wealth | 0.02% | Add +2.2% | 189,869 | $9.9M |
| Savant Capital, LLC | 0.07% | Reduce -5.0% | 187,418 | $9.8M |
| Oak Harvest Investment Services | 1.23% | Reduce -2.6% | 187,169 | $9.8M |
| CIBC Private Wealth Group LLC | 0.02% | Add +4.6% | 183,619 | $9.6M |
| Hunting Hill Global Capital, LLC | 5.19% | New | 183,379 | $9.6M |
| Guardian Wealth Advisors, LLC | 5.67% | Add +21.9% | 182,945 | $9.6M |
| Assetmark, Inc. | 0.02% | Add +18.5% | 182,374 | $9.5M |
| Pecaut & Co. | 3.16% | Add +5.0% | 181,480 | $9.5M |
| Concurrent Investment Advisors, LLC | 0.18% | Reduce -8.6% | 181,031 | $9.5M |
| Private Wealth Group, LLC | 4.96% | Add +9.6% | 178,218 | $9.3M |
| BCS Wealth Management | 1.99% | Add +2.8% | 176,959 | $9.3M |
| Foronjy Financial LLC | 4.33% | — | 176,652 | $9.2M |
| Smithbridge Asset Management Inc. | 1.60% | Add +18.0% | 174,450 | $9.1M |
| Stone Summit Wealth LLC | 2.83% | Reduce -9.3% | 174,359 | $9.1M |
| Madrid Financial Services | 6.14% | Add +4.8% | 173,173 | $9.1M |
| Portside Wealth Group, LLC | 1.34% | Add +6.1% | 173,022 | $9.1M |
| Financial Advocates Investment Management | 0.74% | Add +15.1% | 172,588 | $9.0M |
| Financial Gravity Companies, Inc. | 1.76% | — | 170,978 | $8.9M |
| VestGen Advisors, LLC | 0.36% | Reduce -10.2% | 170,691 | $8.9M |
| Waller Financial Planning Group, Inc. | 2.10% | Add +25.0% | 166,373 | $8.7M |
| Juncture Wealth Strategies, LLC | 3.07% | Reduce -5.9% | 165,137 | $8.6M |
| POM Investment Strategies, LLC | 6.16% | Add +10064.3% | 164,662 | $8.6M |
| Gunma Bank,Ltd. | 2.79% | Reduce -7.4% | 163,200 | $8.5M |
| Susquehanna International Group, LLP | 0.01% | Add +398.3% | 162,833 | $8.5M |
| Cobblestone Asset Management LLC | 4.47% | Add +5.0% | 162,352 | $8.5M |
| Auour Investments LLC | 2.90% | Add +3.1% | 161,314 | $8.4M |
| Cardinal Strategic Wealth Guidance | 2.39% | Add +11.1% | 158,229 | $8.3M |
| Trilogy Capital Inc. | 0.40% | Add +4.3% | 158,035 | $8.3M |
| Quent Capital, LLC | 0.80% | Reduce -3.4% | 157,945 | $8.3M |
| Laurel Wealth Planning LLC | 4.66% | Add +3.6% | 156,650 | $8.2M |
| Atria Wealth Solutions, Inc. | 0.19% | Reduce -11.1% | 156,373 | $8.2M |
| Farther Finance Advisors, LLC | 0.16% | Add +22.9% | 154,854 | $8.1M |
| 1900 Wealth Management LLC | 0.61% | Reduce -0.1% | 153,987 | $8.1M |
| Key Financial Inc | 1.62% | Add +8.1% | 153,644 | $8.0M |
| American Financial & Tax Strategies Inc. | 4.07% | Add +1.5% | 150,528 | $7.9M |
| Lynch & Associates | 1.59% | Add +1.9% | 150,508 | $7.9M |
| Tme Financial, Inc. | 6.28% | Add +6.1% | 148,436 | $7.8M |
| PAX Financial Group, LLC | 1.48% | Reduce -7.4% | 148,347 | $7.8M |
| Uptown Financial Advisors LLC | 6.91% | Add +9.8% | 142,144 | $7.4M |
| Independent Wealth Network Inc. | 2.69% | Add +3.4% | 140,868 | $7.4M |
| Partnership Wealth Management, LLC | 5.89% | Add +0.9% | 138,907 | $7.3M |
| Red Crane Wealth Management, LLC | 6.61% | Add +3.0% | 138,663 | $7.3M |
| Motive Wealth Advisors | 3.30% | Add +26.3% | 138,516 | $7.2M |
| Venture Visionary Partners LLC | 0.27% | Add +4.3% | 135,902 | $7.1M |
| Stratos Wealth Advisors, LLC | 0.38% | Add +0.7% | 135,687 | $7.1M |
| Denver Wealth Management, Inc. | 2.93% | Reduce -2.3% | 135,407 | $7.1M |
| Cannon Wealth Management Services, LLC | 5.79% | Add +0.1% | 135,269 | $7.1M |
| Ignite Planners, LLC | 1.23% | Add +3.8% | 133,758 | $7.1M |
| AA Financial Advisors, LLC | 1.52% | Reduce -4.9% | 135,009 | $7.1M |
| Independent Financial Group, LLC | 0.19% | Add +75.2% | 134,353 | $7.0M |
| Bensler, LLC | 0.78% | Add +6.0% | 133,986 | $7.0M |
| Capital Advisory Group Advisory Services, LLC | 2.51% | Add +9.0% | 133,154 | $7.0M |
| Centennial Wealth Advisory LLC | 2.17% | Add +17.3% | 130,380 | $6.8M |
| Arete Wealth Advisors, LLC | 0.48% | Add +5.2% | 129,431 | $6.8M |
| Penobscot Wealth Management | 2.38% | Add +7.9% | 127,031 | $6.6M |
| Greenwood Capital Associates LLC | 0.83% | Reduce -1.2% | 126,822 | $6.6M |
| Snider Financial Group | 1.91% | Add +4.7% | 126,662 | $6.6M |
| Modera Wealth Management, LLC | 0.08% | Add +1.3% | 126,386 | $6.6M |
| Synergy Investment Management, LLC | 3.94% | Add +15.1% | 124,847 | $6.5M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Reduce -0.8% | 123,397 | $6.5M |
| Mutual Advisors, LLC | 0.16% | Add +6.0% | 119,455 | $6.4M |
| Intergy Private Wealth, LLC | 2.18% | Add +0.0% | 122,277 | $6.4M |
| HM Payson & Co. | 0.10% | No change | 121,945 | $6.4M |
| Spire Wealth Management | 0.22% | Reduce -11.8% | 119,448 | $6.3M |
| GPS Wealth Strategies Group, LLC | 0.71% | Add +3.6% | 117,355 | $6.1M |
| Natixis Advisors, LLC | 0.01% | Reduce -14.7% | 116,307 | $6.1M |
| Freedom Investment Management, Inc. | 0.48% | Reduce -2.9% | 116,008 | $6.1M |
| Stevens Capital Partners | 2.18% | Add +2.6% | 115,122 | $6.1M |
| Asset Allocation Strategies LLC | 1.32% | Reduce -32.1% | 113,946 | $6.0M |
| Ensign Peak Advisors, Inc | 0.01% | New | 112,094 | $5.9M |
| Cooper Financial Group | 0.68% | Reduce -13.2% | 109,965 | $5.8M |
| TAGStone Capital, Inc. | 2.37% | Add +7.2% | 107,838 | $5.7M |
| IAG Wealth Partners, LLC | 0.76% | Add +37.3% | 109,310 | $5.7M |
| Sterling Group Wealth Management, LLC | 3.14% | Reduce -42.2% | 108,559 | $5.7M |
| Koshinski Asset Management, Inc. | 0.43% | Add +0.3% | 107,876 | $5.6M |
| Arbor Trust Wealth Advisors, LLC | 2.75% | Reduce -12.3% | 107,243 | $5.6M |
| Occidental Asset Management, LLC | 0.77% | Add +2.7% | 106,574 | $5.6M |
| Park Avenue Securities LLC | 0.05% | Add +7.6% | 106,305 | $5.6M |
| Gateway Wealth Partners, LLC | 1.05% | Add +11.3% | 105,604 | $5.5M |
| Phoenix Wealth Advisors | 2.31% | Reduce -10.9% | 105,210 | $5.5M |
| Cozad Asset Management Inc. | 0.48% | Reduce -4.5% | 104,524 | $5.5M |
| NorthCoast Asset Management LLC | 0.02% | Add +453.9% | 104,077 | $5.4M |
| HSBC Holdings PLC | 0.00% | Add +86.5% | 103,627 | $5.4M |
| Buttonwood Financial Group, LLC | 2.75% | Add +2.0% | 102,531 | $5.4M |
| JNBA Financial Advisors | 0.52% | Reduce -5.4% | 102,445 | $5.4M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +21.5% | 101,219 | $5.3M |
| DecisionMap Wealth Management, LLC | 3.57% | Add +3.1% | 99,426 | $5.2M |
| Harbour Investments, Inc. | 0.13% | Add +2.6% | 99,192 | $5.2M |
| Horizon Family Wealth, Inc. | 3.13% | Add +7.7% | 98,160 | $5.1M |
| Sharpepoint LLC | 5.24% | Reduce -0.2% | 97,271 | $5.1M |
| Florida Financial Advisors, LLC | 1.21% | Reduce -19.9% | 94,485 | $5.0M |
| Asset Management Group, Inc. | 0.87% | Add +1.3% | 95,455 | $5.0M |
| Fortis Capital Advisors, LLC | 0.89% | Add +73.0% | 95,318 | $5.0M |
| Belpointe Asset Management LLC | 0.21% | Add +73.0% | 95,318 | $5.0M |
| Braun-Bostich & Associates Inc. | 3.38% | Add +15.9% | 94,615 | $5.0M |
| City Center Advisors, LLC | 5.28% | Add +16.5% | 94,036 | $4.9M |
| SIMA Wealth Partners, LLC | 3.97% | Add +19.3% | 94,027 | $4.9M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -42.1% | 93,910 | $4.9M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -10.6% | 93,351 | $4.9M |
| Tritonpoint Wealth, LLC | 0.45% | Add +0.3% | 93,195 | $4.9M |
| Foundations Investment Advisors, LLC | 0.08% | Add +8.9% | 92,899 | $4.9M |
| AQR Capital Management | 0.00% | Add +39.1% | 91,561 | $4.8M |
| Lido Advisors, LLC | 0.03% | Reduce -2.6% | 90,683 | $4.7M |
| Private Trust Co. NA | 0.45% | Reduce -13.7% | 89,397 | $4.7M |
| Clarus Wealth Advisors | 2.16% | Add +2.0% | 88,250 | $4.7M |
| Pacific Financial Group Inc. | 3.58% | Add +0.2% | 87,693 | $4.6M |
| Citizens Financial Group Inc. | 0.07% | Add +0.1% | 85,200 | $4.5M |
| RFG - Bristol Wealth Advisors, LLC | 1.38% | Add +18.4% | 85,139 | $4.5M |
| Inspire Advisors, LLC | 0.46% | Add +18.8% | 84,995 | $4.4M |
| Sharkey, Howes & Javer | 0.59% | Add +9.1% | 84,663 | $4.4M |
| &partners | 0.03% | Add +185.4% | 83,525 | $4.4M |
| Golden State Wealth Management, LLC | 0.52% | Reduce -1.1% | 81,252 | $4.3M |
| Salomon & Ludwin, LLC | 0.42% | Add +12.5% | 79,406 | $4.2M |
| MidAtlantic Capital Management, Inc. | 2.97% | No change | 80,100 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +15.2% | 79,390 | $4.2M |
| United Advisor Group, LLC | 0.72% | Add +53.4% | 79,247 | $4.1M |
| Integrity Alliance, Llc. | 0.23% | Reduce -44.4% | 79,080 | $4.1M |
| Retirement Financial Solutions, LLC | 1.45% | Add +27.9% | 78,958 | $4.1M |
| Partners in Financial Planning | 0.75% | Add +64.8% | 77,848 | $4.1M |
| Tranquilli Financial Advisor LLC | 2.50% | Reduce -28.4% | 77,251 | $4.0M |
| Tyler-Stone Wealth Management | 0.63% | Reduce -1.6% | 75,299 | $3.9M |
| PFG Advisors | 0.18% | Add +113.5% | 74,611 | $3.9M |
| American Money Management, LLC | 0.69% | Reduce -1.5% | 74,235 | $3.9M |
| Copia Wealth Management | 3.26% | Reduce -0.1% | 73,785 | $3.9M |
| Inman Jager Wealth Management, LLC | 2.58% | Add +22.1% | 73,002 | $3.8M |
| Ameritas Advisory Services, LLC | 0.20% | Reduce -26.9% | 72,422 | $3.8M |
| Keener Financial Planning LLC | 1.88% | Add +7.2% | 72,222 | $3.8M |
| Captrust Financial Advisors | 0.01% | Reduce -1.1% | 71,921 | $3.8M |
| RFG Advisory, LLC | 0.09% | Reduce -30.1% | 71,739 | $3.8M |
| Topel & Distasi Wealth Management, LLC | 1.96% | No change | 71,279 | $3.7M |
| Waterloo Capital, L.P. | 0.30% | Reduce -6.5% | 70,901 | $3.7M |
| Ceera Investments, LLC | 1.13% | Add +211.5% | 70,778 | $3.7M |
| Comerica Bank | 0.01% | Add +5.6% | 70,624 | $3.7M |
| Red Tortoise LLC | 1.79% | Add +0.3% | 70,172 | $3.7M |
| Milestone Asset Management Group, LLC | 2.67% | Add +2.9% | 68,995 | $3.6M |
| Citigroup Inc. | 0.00% | Reduce -1.4% | 68,227 | $3.6M |
| Atria Investments, Inc | 0.04% | Reduce -60.5% | 67,942 | $3.6M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -76.3% | 67,119 | $3.5M |
| Cary Street Partners Investment Advisory LLC | 1.69% | Add +14.3% | 66,725 | $3.5M |
| Burney Co./ | 0.12% | Add +40.3% | 66,513 | $3.5M |
| SVB Wealth LLC | 0.18% | Reduce -23.3% | 65,766 | $3.4M |
| JDM Financial Group LLC | 1.62% | Reduce -0.1% | 65,699 | $3.4M |
| Renaissance Technologies | 0.00% | New | 65,600 | $3.4M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -11.2% | 65,283 | $3.4M |
| Cornerstone Wealth Management, LLC | 0.20% | Reduce -1.5% | 63,943 | $3.3M |
| Idaho Trust Co | 1.19% | Reduce -2.6% | 63,679 | $3.3M |
| Glen Eagle Advisors, LLC | 0.51% | Reduce -3.2% | 63,195 | $3.3M |
| US Bancorp \de | 0.00% | Reduce -1.9% | 62,530 | $3.3M |
| HRT Financial LP | 0.01% | Add +543.3% | 62,533 | $3.3M |
| Prospera Financial Services Inc | 0.06% | Reduce -0.8% | 61,393 | $3.2M |
| American Investment Services, Inc. | 0.81% | Reduce -3.1% | 60,808 | $3.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.97% | Add +153.0% | 59,458 | $3.1M |
| Graney & King, LLC | 2.08% | Reduce -81.5% | 59,213 | $3.1M |
| Brady Martz Wealth Solutions, LLC | 0.60% | Reduce -3.3% | 59,176 | $3.1M |
| Capital Analysts, LLC | 0.10% | Add +90.8% | 58,783 | $3.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +13.2% | 58,577 | $3.1M |
| MBM Wealth Consultants, LLC | 0.81% | Add +2.2% | 57,596 | $3.0M |
| Simplicity Wealth,LLC | 0.13% | Add +21.9% | 57,476 | $3.0M |
| Marshall Wace, LLP | 0.00% | New | 57,469 | $3.0M |
| Prism Advisors, Inc. | 0.84% | Reduce -10.3% | 56,424 | $3.0M |
| Demars Financial Group, LLC | 1.12% | Reduce -83.6% | 55,874 | $2.9M |
| Breakwater Capital Group | 0.47% | Add +1.6% | 55,154 | $2.9M |
| Keystone Financial Group | 0.26% | Reduce -3.9% | 54,655 | $2.9M |
| Raab & Moskowitz Asset Management LLC | 0.68% | Reduce -7.0% | 54,553 | $2.9M |
| Secured Retirement Advisors, LLC | 1.69% | Add +1.7% | 54,289 | $2.8M |
| WCG Wealth Advisors LLC | 0.18% | Reduce -3.4% | 54,272 | $2.8M |
| Vertex Planning Partners, LLC | 0.59% | Add +1.3% | 54,259 | $2.8M |
| Cordatus Wealth Management LLC | 0.70% | Reduce -0.0% | 54,098 | $2.8M |
| Global Financial Private Client, LLC | 1.05% | Add +0.1% | 53,677 | $2.8M |
| Vance Wealth, LLC | 0.93% | Reduce -8.0% | 52,928 | $2.8M |
| PSI Advisors, LLC | 1.38% | Add +1.8% | 52,916 | $2.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +1.0% | 52,801 | $2.8M |
| CORDA Investment Management, LLC. | 0.20% | Add +0.1% | 52,162 | $2.7M |
| Friday Financial | 1.38% | Add +0.1% | 51,837 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -4.8% | 51,332 | $2.7M |
| Opal Wealth Advisors, LLC | 0.75% | Add +7.0% | 51,319 | $2.7M |
| Kera Capital Partners, Inc. | 0.53% | Add +264.5% | 50,978 | $2.7M |
| Yukon Wealth Management, Inc. | 0.95% | Reduce -20.0% | 50,767 | $2.7M |
| Money Concepts Capital Corp. | 0.18% | Reduce -9.4% | 50,214 | $2.6M |
| Wambolt & Associates, LLC | 0.89% | Reduce -2.4% | 49,619 | $2.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -6.5% | 49,930 | $2.6M |
| Faithward Advisors, LLC | 0.40% | Add +4.3% | 49,001 | $2.6M |
| Wealthgarden F.S. LLC | 2.12% | Add +18.4% | 48,325 | $2.6M |
| AdvisorNet Financial, Inc | 0.16% | Add +3.3% | 48,053 | $2.5M |
| EP Wealth Advisors, LLC | 0.02% | Add +11.6% | 48,010 | $2.5M |
| Axis Wealth Partners, LLC | 1.64% | Add +25.0% | 47,775 | $2.5M |
| 1ST Source Bank | 0.14% | Add +3.6% | 47,608 | $2.5M |
| Riverchase Wealth Management, LLC | 1.58% | Reduce -0.2% | 47,549 | $2.5M |
| JT Stratford LLC | 0.38% | Add +0.4% | 47,303 | $2.5M |
| Tower Wealth Partners, Inc. | 1.46% | Add +5.9% | 47,252 | $2.5M |
| Innealta Capital, LLC | 1.30% | Add +28.5% | 47,198 | $2.5M |
| Colton Groome Financial Advisors, LLC | 0.83% | Reduce -8.8% | 46,850 | $2.5M |
| Obsidian Cio, LLC | 0.35% | New | 46,553 | $2.4M |
| Wrenne Financial Planning LLC | 1.14% | Add +6.6% | 46,542 | $2.4M |
| ArborFi Advisors, LLC | 2.13% | Add +7.5% | 46,188 | $2.4M |
| Certified Advisory Corp | 0.25% | Reduce -22.3% | 45,422 | $2.4M |
| Stratos Investment Management, LLC | 0.11% | Reduce -14.0% | 44,772 | $2.3M |
| Norden Group LLC | 0.25% | Add +25.9% | 44,416 | $2.3M |
| Retirement Income Solutions, Inc. | 0.43% | Reduce -10.5% | 44,295 | $2.3M |
| One Capital Management, LLC | 0.08% | Add +24.2% | 43,910 | $2.3M |
| Quantinno Capital Management LP | 0.01% | Reduce -27.4% | 43,879 | $2.3M |
| Lee Danner & Bass Inc. | 0.18% | Reduce -17.1% | 43,756 | $2.3M |
| Wells Financial Advisors INC | 3.15% | Reduce -2.8% | 43,730 | $2.3M |
| FF Advisors,LLC | 1.18% | No change | 43,420 | $2.3M |
| Tidal Investments LLC | 0.01% | Reduce -17.2% | 43,000 | $2.3M |
| Foundation Wealth Management, LLC\PA | 0.97% | Reduce -2.1% | 42,850 | $2.2M |
| Cornerstone Advisors Asset Management, LLC | 0.43% | Add +1.7% | 42,478 | $2.2M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -12.7% | 42,431 | $2.2M |
| Wealth Advisors Northwest LLC | 1.16% | Reduce -2.5% | 42,240 | $2.2M |
| Graypoint LLC | 0.12% | Add +0.0% | 42,208 | $2.2M |
| Total Clarity Wealth Management, Inc. | 0.61% | Reduce -37.3% | 40,910 | $2.1M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -0.0% | 40,348 | $2.1M |
| WealthTrak Capital Management LLC | 1.76% | Reduce -40.2% | 40,315 | $2.1M |
| Manning & Napier Advisors LLC | 0.03% | New | 40,209 | $2.1M |
| Ritholtz Wealth Management | 0.05% | Reduce -55.3% | 40,136 | $2.1M |
| FCG Investment Co | 1.08% | Add +5.8% | 39,584 | $2.1M |
| Old Mission Capital LLC | 0.05% | Reduce -18.5% | 39,003 | $2.0M |
| Seaside Wealth Management, Inc. | 0.64% | Reduce -8.5% | 38,594 | $2.0M |
| BlackRock, Inc. | 0.00% | Reduce -18.0% | 38,546 | $2.0M |
| WJ Wealth Management, LLC | 0.63% | Reduce -5.1% | 38,302 | $2.0M |
| Milestones Private Investment Advisors LLC | 1.48% | — | 38,177 | $2.0M |
| MPWM Advisory Solutions, LLC | 1.26% | Reduce -2.5% | 38,168 | $2.0M |
| CAP Partners, LLC | 1.24% | Add +29.9% | 37,781 | $2.0M |
| Bank of Montreal | 0.00% | Reduce -31.3% | 37,619 | $2.0M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -1.7% | 36,087 | $1.9M |
| Bristlecone Advisors, LLC | 0.16% | Reduce -5.8% | 36,894 | $1.9M |
| Better Money Decisions, LLC | 1.17% | Add +3.0% | 36,647 | $1.9M |
| Affinity Capital Advisors, LLC | 0.32% | Add +174.4% | 36,093 | $1.9M |
| Arkadios Wealth Advisors | 0.06% | Add +0.4% | 36,023 | $1.9M |
| Independent Advisor Alliance | 0.05% | Add +29.3% | 35,900 | $1.9M |
| Gotham Asset Management | 0.01% | Add +4.2% | 35,774 | $1.9M |
| Valpey Financial Services, LLC | 1.29% | — | 35,595 | $1.9M |
| Founders Financial Alliance, LLC | 0.42% | Add +15.8% | 35,498 | $1.9M |
| Weitzel Financial Services, Inc. | 0.77% | Add +1.6% | 33,949 | $1.8M |
| Laurel Wealth Advisors LLC | 0.27% | Add +0.2% | 34,526 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Add +0.1% | 34,437 | $1.8M |
| Lanark Financial, Inc. | 0.15% | Add +209.2% | 34,427 | $1.8M |
| Eclectic Associates Inc. | 0.39% | Reduce -0.8% | 34,321 | $1.8M |
| Tradewinds Capital Management, LLC | 0.45% | Reduce -10.9% | 33,980 | $1.8M |
| Alliance Wealth Advisors, LLC | 0.42% | Add +5.9% | 33,423 | $1.7M |
| Summit Investment Advisory Services, LLC | 0.76% | Add +4.3% | 33,384 | $1.7M |
| Altman Advisors, Inc. | 0.71% | Add +2.3% | 132,856 | $1.7M |
| Relyea Zuckerberg Hanson LLC | 0.20% | Add +0.3% | 33,119 | $1.7M |
| IFP Advisors, Inc | 0.05% | Reduce -7.4% | 33,078 | $1.7M |
| Slagle Financial, LLC | 0.69% | New | 32,823 | $1.7M |
| WealthShield Partners, LLC | 0.21% | Reduce -8.4% | 32,714 | $1.7M |
| RDA Financial Network | 0.46% | Reduce -5.3% | 32,653 | $1.7M |
| River Street Advisors LLC | 0.73% | Reduce -0.1% | 32,575 | $1.7M |
| E&G Advisors, LLC | 0.44% | Reduce -0.6% | 32,442 | $1.7M |
| Summit Investment Advisors, Inc. | 1.40% | Add +0.4% | 32,486 | $1.7M |
| Elios Financial Group Inc. | 0.76% | Add +9.4% | 32,093 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.11% | Reduce -21.2% | 32,084 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -86.3% | 32,000 | $1.7M |
| Private Client Services, LLC | 0.65% | Reduce -4.6% | 31,887 | $1.7M |
| Fidelis Capital Partners, LLC | 0.15% | Add +13.3% | 31,493 | $1.7M |
| Lifeworks Advisors, LLC | 0.25% | Reduce -1.5% | 31,700 | $1.7M |
| Jacksonville Wealth Management, LLC | 1.30% | New | 30,824 | $1.6M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.11% | Add +7.8% | 30,792 | $1.6M |
| Hutchinson Financial Advisors, INC | 1.79% | — | 30,588 | $1.6M |
| Dagco, Inc. | 0.45% | Add +1.4% | 30,527 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.6% | 30,316 | $1.6M |
| Twin Focus Capital Partners, LLC | 0.22% | Add +6.3% | 30,244 | $1.6M |
| Coppell Advisory Solutions LLC | 0.19% | New | 30,302 | $1.6M |
| Stonebrook Private Inc. | 0.37% | Reduce -48.1% | 30,099 | $1.6M |
| Priebe Wealth Holdings LLC | 1.36% | Reduce -61.6% | 30,077 | $1.6M |
| Intrua Financial, LLC | 0.22% | Reduce -32.6% | 29,827 | $1.6M |
| Wealth Management Resources, Inc. | 0.53% | Add +2.9% | 29,561 | $1.5M |
| OneAscent Financial Services LLC | 0.11% | Reduce -8.4% | 29,090 | $1.5M |
| Riverpoint Wealth Management Holdings, LLC | 0.36% | Reduce -1.6% | 29,266 | $1.5M |
| Rehmann Capital Advisory Group | 0.09% | Reduce -2.8% | 29,143 | $1.5M |
| Onyx Bridge Wealth Group LLC | 0.20% | Reduce -19.3% | 29,136 | $1.5M |
| Invesco Ltd. | 0.00% | Reduce -6.0% | 28,844 | $1.5M |
| Fiduciary Trust Co | 0.02% | No change | 28,759 | $1.5M |
| Redwood Financial Network Corp | 1.01% | Add +3.6% | 28,453 | $1.5M |
| Bridgewealth Advisory Group, LLC | 0.38% | Reduce -10.0% | 28,386 | $1.5M |
| Apollon Financial, LLC | 0.31% | Reduce -3.8% | 28,309 | $1.5M |
| Seven Mile Advisory | 0.88% | No change | 28,006 | $1.5M |
| Iron Horse Wealth Management, LLC | 0.43% | Reduce -1.2% | 27,903 | $1.5M |
| Index Fund Advisors, Inc. | 0.08% | Add +0.9% | 27,616 | $1.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.07% | Reduce -3.7% | 27,507 | $1.4M |
| Flagship Private Wealth, LLC | 0.61% | Add +0.7% | 27,505 | $1.4M |
| Financial Network Wealth Advisors LLC | 1.75% | Reduce -0.8% | 27,440 | $1.4M |
| Capstone Wealth Management Group, LLC | 1.37% | Add +13.2% | 27,233 | $1.4M |
| Integrity Wealth Solutions LLC | 0.69% | Add +7.1% | 27,039 | $1.4M |
| Liberty Square Wealth Partners LLC | 0.49% | No change | 27,000 | $1.4M |
| Redwood Investment Management, LLC | 0.15% | Reduce -1.2% | 26,620 | $1.4M |
| Commonwealth Financial Services, LLC | 0.26% | Reduce -6.6% | 25,988 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -27.5% | 25,938 | $1.4M |
| CWA Asset Management Group, LLC | 0.06% | Reduce -11.8% | 25,863 | $1.4M |
| Transcend Capital Advisors, LLC | 0.10% | Add +14.0% | 25,219 | $1.3M |
| MKT Advisors LLC | 0.52% | Add +30.4% | 24,805 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +53.2% | 25,047 | $1.3M |
| Cornerstone Wealth Group, LLC | 0.10% | Add +40.9% | 24,878 | $1.3M |
| Northern Capital Management, Inc. | 0.76% | Add +120.9% | 24,844 | $1.3M |
| REDW Wealth LLC | 0.51% | Add +0.0% | 24,706 | $1.3M |
| MAI Capital Management | 0.01% | Add +8.2% | 23,853 | $1.2M |
| Boyum Wealth Architects LLC | 0.92% | New | 23,748 | $1.2M |
| Diversified Portfolios, Inc. | 0.12% | Add +0.7% | 23,217 | $1.2M |
| Optivise Advisory Services LLC | 0.62% | Reduce -2.9% | 23,114 | $1.2M |
| Rik Saylor Financial, Inc. | 0.93% | Add +0.0% | 22,971 | $1.2M |
| Sanchez Wealth Management Group | 0.29% | Reduce -27.8% | 22,894 | $1.2M |
| Ellevest, Inc. | 0.19% | Add +1.3% | 22,551 | $1.2M |
| Howard Wealth Management, LLC | 0.59% | Reduce -1.8% | 22,311 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +21.5% | 22,216 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +4.7% | 21,921 | $1.2M |
| Matauro, LLC | 0.22% | Reduce -17.6% | 22,114 | $1.2M |
| Sigma Planning Corp | 0.03% | Add +1.1% | 22,042 | $1.2M |
| Calton & Associates, Inc. | 0.20% | Reduce -34.0% | 21,651 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -7.9% | 21,626 | $1.1M |
| Towerpoint Wealth, LLC | 0.49% | Reduce -3.0% | 21,306 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.09% | Reduce -8.1% | 21,263 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.5% | 21,263 | $1.1M |
| Advisor OS, LLC | 0.11% | Add +54.8% | 21,241 | $1.1M |
| GGM Financial LLC | 0.64% | Reduce -18.6% | 21,146 | $1.1M |
| Advisors Capital Management, LLC | 0.02% | Add +2.2% | 20,979 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -11.8% | 20,954 | $1.1M |
| Schrum Private Wealth Management LLC | 0.87% | Add +0.3% | 20,739 | $1.1M |
| Coastal Bridge Advisors, LLC | 0.09% | New | 20,695 | $1.1M |
| Centerpoint Advisors, LLC | 0.36% | No change | 20,531 | $1.1M |
| Fourth Dimension Wealth, LLC | 0.45% | Add +18.3% | 20,465 | $1.1M |
| Redhawk Wealth Advisors, Inc. | 0.13% | Reduce -58.6% | 20,309 | $1.1M |
| Frisch Financial Group, Inc. | 0.26% | Add +111.2% | 20,017 | $1.0M |
| Tobias Financial Advisors, Inc. | 0.18% | Reduce -2.3% | 19,784 | $1.0M |
| Regions Financial Corp. | 0.01% | Add +7.4% | 19,614 | $1.0M |
| Root Financial Partners, LLC | 0.10% | Reduce -12.0% | 19,343 | $1.0M |
| Integrated Advisors Network LLC | 0.05% | Reduce -2.6% | 19,215 | $1.0M |
| Savvy Advisors, Inc. | 0.07% | Add +4.8% | 19,132 | $1.0M |
| Greenleaf Trust | 0.01% | Reduce -4.5% | 19,105 | $1000K |
| Argent Trust Co | 0.04% | No change | 19,076 | $998K |
| White Pine Capital LLC | 0.32% | Add +0.3% | 19,012 | $995K |
| Legacy Edge Advisors, LLC | 0.13% | Reduce -1.6% | 18,754 | $982K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | No change | 18,752 | $981K |
| Triton Financial Group Inc | 0.71% | — | 18,590 | $973K |
| Spring Capital Management, LLC | 0.51% | No change | 18,490 | $968K |
| Sequent Planning LLC | 0.30% | Add +14.5% | 18,340 | $960K |
| WealthPLAN Partners, LLC | 0.15% | Add +10.8% | 18,326 | $959K |
| Smartleaf Asset Management LLC | 0.08% | Add +477.2% | 18,083 | $942K |
| Waldron Private Wealth LLC | 0.04% | No change | 17,922 | $938K |
| Swmg, LLC | 0.31% | Add +23.4% | 17,468 | $935K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -19.5% | 17,804 | $932K |
| Scott Marsh Financial, LLC | 0.34% | — | 17,402 | $911K |
| Barnes Wealth Management Group, Inc | 0.54% | Add +0.3% | 17,395 | $910K |
| McGlone Suttner Wealth Management, Inc. | 0.14% | Reduce -36.3% | 17,367 | $909K |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +5.3% | 17,119 | $896K |
| Lansing Street Advisors | 0.26% | Reduce -20.7% | 16,891 | $884K |
| Able Wealth Management LLC | 0.44% | New | 16,819 | $880K |
| CW Advisors, LLC | 0.01% | New | 16,671 | $873K |
| Mason Investment Advisory Services, Inc. | 0.05% | Add +0.2% | 16,559 | $867K |
| Colonial River Investments, LLC | 0.37% | Add +4.1% | 16,205 | $864K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 16,435 | $860K |
| Hurley Capital, LLC | 0.59% | No change | 16,190 | $847K |
| RKL Wealth Management LLC | 0.07% | Add +0.5% | 16,119 | $844K |
| Headland Capital, LLC | 0.25% | Add +0.0% | 15,959 | $835K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | Reduce -0.9% | 15,873 | $831K |
| M3 Advisory Group, LLC | 0.57% | Reduce -4.5% | 15,872 | $831K |
| Drive Wealth Management, LLC | 0.18% | Reduce -2.4% | 15,871 | $831K |
| Brown Miller Wealth Management, LLC | 0.25% | New | 15,676 | $820K |
| Sowell Financial Services LLC | 0.03% | Reduce -7.4% | 15,645 | $819K |
| Level Four Advisory Services, LLC | 0.03% | Add +2.5% | 15,588 | $816K |
| Sequent Asset Management, LLC | 0.64% | Reduce -4.2% | 15,421 | $807K |
| Lowery Thomas, LLC | 0.52% | Reduce -12.9% | 15,367 | $804K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.36% | Add +0.2% | 15,240 | $798K |
| Ironwood Financial, llc | 0.17% | No change | 15,597 | $797K |
| Financial Insights, Inc. | 0.29% | Reduce -0.2% | 15,127 | $792K |
| Jane Street Group, LLC | 0.00% | Add +95.3% | 15,040 | $787K |
| Wealthstream Advisors, Inc. | 0.13% | No change | 14,932 | $782K |
| Emergent Wealth Advisors, LLC | 0.50% | Reduce -9.7% | 14,876 | $779K |
| Bogart Wealth, LLC | 0.03% | Add +0.4% | 14,839 | $777K |
| Advance Capital Management, Inc. | 0.04% | Add +0.1% | 14,794 | $774K |
| PFG Investments, LLC | 0.05% | Add +1.2% | 14,791 | $774K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -97.6% | 14,787 | $774K |
| Hickory Asset Management, Inc. | 0.64% | Reduce -2.6% | 14,727 | $771K |
| Awm Capital, LLC | 0.08% | Add +0.5% | 14,702 | $770K |
| Lantz Financial LLC | 0.19% | Add +7.3% | 14,657 | $767K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -7.8% | 14,624 | $765K |
| AIFG Consultants Ltd. | 1.49% | Reduce -7.0% | 14,624 | $765K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -46.7% | 14,585 | $763K |
| Lantern Wealth Advisors, LLC | 0.45% | — | 14,465 | $757K |
| SageView Advisory Group, LLC | 0.03% | Reduce -0.3% | 14,072 | $753K |
| Frazier Financial Advisors, LLC | 0.53% | Add +3.2% | 14,383 | $753K |
| ForthRight Wealth Management, LLC | 0.23% | Add +9.5% | 14,209 | $744K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.7% | 14,080 | $737K |
| Tempus Wealth Planning, LLC | 0.18% | Reduce -6.9% | 14,074 | $737K |
| BCGM Wealth Management, LLC | 0.21% | Reduce -3.3% | 14,018 | $734K |
| LGT Financial Advisors LLC | 1.84% | Add +52.2% | 13,865 | $726K |
| Continuum Advisory, LLC | 0.09% | Add +110.0% | 13,783 | $721K |
| Coordinated Financial Services, Inc. | 0.51% | — | 13,775 | $721K |
| Arax Advisory Partners | 0.03% | Add +859.9% | 13,745 | $719K |
| Principal Securities, Inc. | 0.01% | Reduce -20.3% | 13,718 | $718K |
| Baker Tilly Wealth Management, LLC | 0.26% | Reduce -20.9% | 13,716 | $718K |
| Caldwell Trust Co | 0.07% | Reduce -3.4% | 13,699 | $717K |
| Alpha Zero LLC | 0.46% | No change | 13,610 | $712K |
| Advyzon Investment Management, LLC | 0.16% | New | 13,538 | $709K |
| Hirtle & Co., LLC | 0.03% | Reduce -7.0% | 13,497 | $706K |
| LBMC Investment Advisors, LLC | 0.05% | Add +0.5% | 13,475 | $705K |
| First National Bank of Omaha | 0.05% | No change | 13,456 | $704K |
| Wallington Asset Management, LLC | 0.10% | Reduce -7.6% | 13,445 | $704K |
| Glass Jacobson Investment Advisors llc | 0.27% | Reduce -2.1% | 13,441 | $703K |
| McDonald Partners LLC | 0.17% | Add +5.5% | 13,348 | $699K |
| MGB Wealth Management, LLC | 0.23% | Add +0.8% | 13,355 | $698K |
| Fortune 45 LLC | 0.40% | Add +0.3% | 13,299 | $696K |
| Fort Point Capital Partners LLC | 0.07% | Add +1.3% | 13,148 | $688K |
| GM Advisory Group, LLC | 0.03% | No change | 13,106 | $686K |
| Castleview Partners, LLC | 0.44% | Reduce -0.1% | 13,070 | $684K |
| Embree Financial Group | 0.10% | Reduce -0.9% | 12,990 | $680K |
| Serenus Wealth Advisors, LLC | 0.12% | Add +0.1% | 12,959 | $678K |
| Herold Advisors, Inc. | 0.14% | Add +17.3% | 12,839 | $672K |
| LeConte Wealth Management, LLC | 0.45% | Reduce -12.3% | 12,786 | $669K |
| 4WEALTH Advisors, Inc. | 0.69% | Add +0.7% | 12,693 | $664K |
| HF Advisory Group, LLC | 0.26% | Add +2.2% | 12,645 | $662K |
| Copley Financial Group, Inc. | 0.48% | Add +8.1% | 12,373 | $648K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.5% | 12,320 | $645K |
| Warren Street Wealth Advisors, LLC | 0.21% | Add +1.7% | 12,309 | $644K |
| Realta Investment Advisors | 0.25% | Add +86.3% | 12,279 | $643K |
| Brown Advisory Inc. | 0.00% | Reduce -0.1% | 12,240 | $641K |
| Mather Group, Llc. | 0.01% | Add +72.2% | 12,227 | $640K |
| Brass Tax Wealth Management, Inc. | 0.12% | New | 12,177 | $637K |
| Jacobi Capital Management LLC | 0.04% | Reduce -97.7% | 12,170 | $637K |
| 626 Financial, LLC | 0.30% | No change | 12,026 | $629K |
| Investments & Financial Planning, LLC | 0.36% | Add +0.4% | 12,001 | $628K |
| Beacon Financial Group | 0.06% | No change | 11,793 | $617K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -2.6% | 11,652 | $610K |
| Syon Capital LLC | 0.04% | Reduce -41.4% | 11,645 | $609K |
| Empirical Asset Management, LLC | 0.19% | Add +4.1% | 11,614 | $608K |
| NewEdge Wealth, LLC | 0.01% | Add +28.6% | 11,442 | $605K |
| Fortis Group Advisors, LLC | 0.11% | Add +8.5% | 11,404 | $602K |
| First Trust Advisors LP | 0.00% | Add +0.3% | 11,380 | $596K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.1% | 11,276 | $590K |
| Vestia Personal Wealth Advisors | 0.40% | Reduce -0.6% | 11,266 | $590K |
| Centaurus Financial, Inc. | 0.03% | Reduce -0.6% | 11,262 | $589K |
| Richmond Investment Services, LLC | 0.12% | New | 11,217 | $587K |
| KM Capital Management Ltd. | 0.29% | Add +69.8% | 11,215 | $587K |
| Cowa, LLC | 0.22% | No change | 11,200 | $586K |
| Garden State Investment Advisory Services LLC | 0.16% | Reduce -36.8% | 11,118 | $582K |
| Choreo, LLC | 0.01% | Add +70.9% | 11,049 | $578K |
| Community Bank, N.A. | 0.08% | Add +2.1% | 11,029 | $577K |
| Wallace Advisory Group, LLC | 0.42% | Add +1.3% | 11,267 | $575K |
| HUB Investment Partners, LLC | 0.02% | Add +0.9% | 10,913 | $571K |
| Aviso Wealth Management | 0.27% | Add +40.9% | 10,881 | $570K |
| PMG Wealth Management, Inc. | 0.47% | No change | 10,867 | $569K |
| Qube Research & Technologies Ltd | 0.00% | Add +28.5% | 10,800 | $565K |
| Pinnacle Bancorp, Inc. | 0.17% | Reduce -12.7% | 10,746 | $562K |
| Carnegie Investment Counsel | 0.01% | No change | 10,739 | $562K |
| Consolidated Portfolio Review Corp | 0.08% | Add +3.3% | 10,721 | $561K |
| Smithfield Trust Co | 0.03% | No change | 10,600 | $556K |
| Composition Wealth, LLC | 0.01% | Reduce -18.5% | 10,622 | $556K |
| Kovack Advisors, Inc. | 0.05% | Reduce -14.8% | 10,581 | $554K |
| Jackson Creek Investment Advisors LLC | 0.15% | Add +1.1% | 10,546 | $552K |
| Detalus Advisors, LLC | 0.16% | No change | 10,539 | $552K |
| HBW Advisory Services LLC | 0.07% | Reduce -0.1% | 10,414 | $545K |
| Acute Investment Advisory, LLC | 4.43% | New | 10,384 | $543K |
| DGS Capital Management, LLC | 0.11% | Add +25.2% | 10,339 | $541K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -61.9% | 10,320 | $540K |
| Altfest L J & Co. Inc. | 0.06% | Reduce -6.6% | 10,313 | $540K |
| Balefire, LLC | 0.12% | New | 10,297 | $539K |
| Cerro Pacific Wealth Advisors LLC | 0.15% | New | 10,104 | $529K |
| Csenge Advisory Group | 0.03% | Reduce -50.0% | 10,423 | $528K |
| Diversified Enterprises, LLC | 0.04% | Reduce -14.6% | 10,050 | $526K |
| Alteri Wealth LLC | 0.20% | Add +19.5% | 9,978 | $522K |
| Tudor Investment Corporation | 0.00% | New | 9,913 | $519K |
| Pathway Financial Advisors LLC | 0.07% | New | 9,730 | $509K |
| Arbor Wealth Advisors LLC | 0.41% | No change | 9,650 | $505K |
| Darrow Company, Inc. | 0.25% | Add +0.3% | 9,470 | $493K |
| Strategic Blueprint, LLC | 0.02% | Reduce -7.2% | 9,409 | $492K |
| Empower Advisory Group, LLC | 0.00% | Add +26.4% | 9,392 | $492K |
| Prospect Financial Services LLC | 0.30% | Reduce -23.3% | 9,274 | $485K |
| Sei Investments Co. | 0.00% | Reduce -12.8% | 9,194 | $481K |
| Acorn Wealth Advisors, LLC | 0.18% | Add +10.8% | 9,090 | $476K |
| RHS Financial, LLC | 0.27% | New | 9,067 | $475K |
| KPP Advisory Services LLC | 0.08% | Reduce -70.1% | 9,051 | $474K |
| Tilson Financial Group, Inc. | 0.18% | Reduce -3.9% | 9,015 | $472K |
| Investment Partners, LTD. | 0.18% | No change | 9,002 | $471K |
| Rossby Financial, LCC | 0.18% | Add +0.8% | 8,996 | $471K |
| Cibc World Market Inc. | 0.00% | Add +87.9% | 8,940 | $468K |
| ORG Partners LLC | 0.10% | Add +14.1% | 8,840 | $467K |
| MBL Wealth, LLC | 0.04% | No change | 8,840 | $463K |
| Apella Capital, LLC | 0.01% | Add +86.2% | 8,674 | $458K |
| Trueblood Wealth Management, LLC | 0.19% | Reduce -0.7% | 8,658 | $453K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Reduce -0.6% | 8,590 | $450K |
| Kraematon Investment Advisors, Inc. | 0.42% | Add +0.2% | 8,588 | $449K |
| YHB Investment Advisors, Inc. | 0.03% | New | 8,581 | $449K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -81.1% | 8,577 | $449K |
| Oarsman Capital, Inc. | 0.07% | Reduce -0.8% | 8,528 | $446K |
| Crescent Sterling, Ltd. | 0.50% | Reduce -16.0% | 8,493 | $445K |
| Trustmark Bank Trust Department | 0.03% | No change | 8,487 | $444K |
| Bluesphere Advisors LLC | 0.22% | No change | 8,461 | $443K |
| Portland Financial Advisors Inc | 1.04% | No change | 8,290 | $434K |
| Compass Financial Services Inc | 0.21% | Add +0.3% | 8,257 | $432K |
| Liberty Wealth Management LLC | 0.07% | New | 8,215 | $430K |
| Kestra Investment Management, LLC | 0.01% | Add +26.8% | 8,168 | $428K |
| Ballast, Inc. | 0.11% | Reduce -1.4% | 8,144 | $426K |
| BridgePort Financial Solutions, LLC | 0.14% | Add +0.5% | 8,118 | $425K |
| Dynamic Financial Group | 0.41% | Reduce -1.7% | 8,065 | $422K |
| GDS Wealth Management | 0.03% | Add +5.8% | 8,056 | $422K |
| First Financial Bank - Trust Division | 0.04% | No change | 8,054 | $422K |
| Clarity Capital Advisors, LLC | 0.24% | No change | 8,021 | $420K |
| Edgestream Partners, L.P. | 0.01% | Add +18.9% | 8,000 | $419K |
| Rossmore Private Capital | 0.05% | Reduce -0.6% | 7,999 | $419K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -3.1% | 7,930 | $415K |
| Lynx Investment Advisory | 0.27% | Add +0.5% | 7,923 | $415K |
| Narus Financial Partners, LLC | 0.13% | Add +0.7% | 7,859 | $411K |
| Sage Mountain Advisors LLC | 0.03% | Reduce -11.3% | 7,854 | $411K |
| MCF Advisors LLC | 0.03% | No change | 7,767 | $407K |
| Somerset Trust Co | 0.13% | Reduce -11.3% | 7,727 | $404K |
| Vanguard Group Inc. | 0.00% | Add +9.3% | 7,656 | $401K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 7,650 | $400K |
| Regal Investment Advisors LLC | 0.03% | Reduce -1.6% | 7,634 | $400K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -15.2% | 7,470 | $396K |
| Evergreen Capital Management LLC | 0.01% | New | 7,469 | $391K |
| FWG Investments, LLC. | 0.30% | New | 7,419 | $388K |
| L.M. Kohn & Company | 0.10% | Reduce -44.5% | 7,365 | $385K |
| Cahaba Wealth Management, Inc. | 0.03% | No change | 7,359 | $385K |
| Prairieview Wealth Partners, LLC | 0.40% | Reduce -7.1% | 7,320 | $383K |
| Cascade Investment Advisors, Inc. | 0.24% | Reduce -1.7% | 7,275 | $381K |
| Truepoint, Inc. | 0.01% | Add +3.4% | 7,271 | $381K |
| Retirement Planning Co of New England, Inc. | 0.17% | Add +1.9% | 7,266 | $380K |
| Accurate Wealth Management, LLC | 0.06% | Add +29.3% | 7,100 | $377K |
| Mayfair Advisory Group, LLC | 0.18% | No change | 7,018 | $374K |
| Wealth Advisory Solutions, LLC | 0.09% | Add +2.6% | 7,131 | $373K |
| SCS Capital Management LLC | 0.00% | No change | 7,131 | $373K |
| Keebeck Wealth Management | 0.05% | No change | 7,116 | $372K |
| Iowa State Bank | 0.07% | No change | 7,100 | $372K |
| Silverlake Wealth Management LLC | 0.11% | New | 7,093 | $371K |
| Twin Peaks Wealth Advisors, LLC | 0.12% | New | 6,885 | $370K |
| Nwam LLC | 0.02% | New | 6,982 | $368K |
| McMill Wealth Management | 0.12% | No change | 7,054 | $368K |
| Mustard Seed Financial, LLC | 0.26% | Add +0.9% | 7,009 | $367K |
| Bill Few Associates, Inc. | 0.10% | Reduce -5.1% | 7,006 | $367K |
| Net Worth Advisory Group | 0.08% | New | 7,000 | $366K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -6.9% | 6,951 | $364K |
| WNY Asset Management, LLC | 0.04% | Reduce -9.0% | 6,946 | $364K |
| Flow Traders U.S. LLC | 0.01% | Reduce -8.2% | 6,941 | $363K |
| Claro Advisors Inc. | 0.06% | Add +9.9% | 6,924 | $362K |
| Grandview Asset Management LLC | 0.11% | Add +0.3% | 6,840 | $358K |
| Compound Planning, Inc. | 0.01% | Add +3.8% | 6,824 | $357K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -39.5% | 6,821 | $357K |
| Richard W. Paul & Associates, LLC | 0.13% | Add +0.7% | 6,790 | $355K |
| Rothschild Wealth LLC | 0.09% | New | 6,782 | $355K |
| Greystone Financial Group, LLC | 0.06% | Reduce -0.3% | 6,773 | $354K |
| GC Wealth Management RIA, LLC | 0.03% | No change | 6,753 | $353K |
| Twelve Points Wealth Management LLC | 0.09% | No change | 6,685 | $350K |
| Mullaney, Keating & Wright, Inc. | 0.23% | Add +2.1% | 6,669 | $349K |
| Orange Investment Advisors, Inc. | 0.04% | Reduce -9.3% | 6,668 | $349K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -14.7% | 6,665 | $349K |
| GeoWealth Management, LLC | 0.01% | Add +6.8% | 6,658 | $348K |
| Mascagni Wealth Management, Inc. | 0.29% | Add +0.3% | 6,551 | $343K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +26.1% | 6,506 | $341K |
| Key Client Fiduciary Advisors, LLC | 0.14% | Add +3.4% | 6,432 | $337K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -52.5% | 6,422 | $336K |
| Brio Consultants, LLC | 0.05% | Reduce -1.9% | 6,403 | $335K |
| Old Second National Bank of Aurora | 0.07% | Add +1.4% | 6,399 | $335K |
| Cape Investment Advisory, Inc. | 0.12% | Add +4.0% | 6,391 | $335K |
| Sharper & Granite LLC | 0.13% | Add +11.0% | 6,306 | $334K |
| Pennington Partners & Co., LLC | 0.18% | New | 6,372 | $334K |
| Ballentine Partners, LLC | 0.01% | Add +0.1% | 6,359 | $333K |
| Clearstead Advisors, LLC | 0.00% | Reduce -1.2% | 6,358 | $333K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -30.2% | 6,352 | $332K |
| Curran Financial Partners, LLC | 0.07% | New | 6,334 | $332K |
| Thrive Capital Management, LLC | 0.10% | New | 6,312 | $330K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -4.5% | 6,273 | $328K |
| LCNB Corp. | 0.12% | No change | 6,250 | $327K |
| Hengehold Capital Management LLC | 0.03% | Reduce -1.0% | 6,192 | $324K |
| AlphaCore Capital LLC | 0.01% | Add +7.2% | 6,146 | $322K |
| Berkeley, Inc | 0.11% | No change | 6,104 | $319K |
| Roehl & Yi Investment Advisors, LLC | 0.16% | No change | 6,060 | $317K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -4.7% | 6,046 | $316K |
| Focused Wealth Management, Inc | 0.04% | Add +0.3% | 6,008 | $314K |
| Ieq Capital, LLC | 0.00% | No change | 5,995 | $314K |
| Gill Capital Partners, LLC | 0.10% | Add +5.3% | 5,918 | $310K |
| Evolution Wealth Advisors, LLC | 0.05% | New | 5,900 | $309K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -0.8% | 5,885 | $308K |
| Tidemark, LLC | 0.10% | Add +11.5% | 5,882 | $308K |
| Pinion Investment Advisors, LLC | 0.11% | Reduce -0.3% | 5,860 | $307K |
| GoalVest Advisory LLC | 0.08% | No change | 5,860 | $307K |
| Essex Bank | 0.07% | Reduce -1.1% | 5,847 | $306K |
| Smallwood Wealth Investment Management, LLC | 0.17% | Reduce -0.9% | 5,842 | $306K |
| First Community Trust NA | 0.25% | Add +0.3% | 5,820 | $305K |
| Wilkins Miller Wealth Management, LLC | 0.21% | Add +0.3% | 5,812 | $304K |
| Hancock Whitney Corp. | 0.01% | New | 5,796 | $303K |
| Leo Wealth, LLC | 0.02% | Add +19.1% | 5,782 | $303K |
| Reyes Financial Architecture, Inc. | 0.26% | No change | 5,747 | $301K |
| Mma Asset Management LLC | 0.12% | Reduce -0.0% | 5,733 | $300K |
| WealthPlan Investment Management, LLC | 0.02% | Add +0.6% | 5,713 | $299K |
| International Assets Investment Management, LLC | 0.02% | New | 5,702 | $298K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -20.4% | 5,680 | $297K |
| Ameriflex Group, Inc. | 0.16% | Add +84.2% | 5,725 | $297K |
| Tranquility Partners, LLC | 0.11% | Add +9.8% | 5,674 | $297K |
| FineMark National Bank & Trust | 0.01% | Reduce -27.9% | 5,665 | $297K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.1% | 5,663 | $296K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 5,644 | $295K |
| Heritage Family Offices, LLP | 0.15% | No change | 5,820 | $295K |
| Apollon Wealth Management, LLC | 0.01% | Add +2.7% | 5,527 | $289K |
| Capital Square, LLC | 0.15% | Add +5.5% | 5,441 | $289K |
| Interchange Capital Partners, LLC | 0.07% | No change | 5,501 | $288K |
| Accel Wealth Management | 0.10% | Add +0.3% | 5,490 | $287K |
| SMART Wealth LLC | 0.09% | Add +14.0% | 5,466 | $286K |
| SFG Wealth Management, LLC. | 0.17% | Reduce -3.0% | 5,452 | $285K |
| Capstone Financial Advisors, Inc. | 0.02% | New | 5,387 | $282K |
| Johnson Financial Group, Inc. | 0.01% | Add +82.5% | 5,365 | $281K |
| Integrated Capital Management, Inc. | 0.21% | Add +3.5% | 5,334 | $279K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.7% | 5,330 | $279K |
| Summit Wealth Group LLC / Co. | 0.07% | — | 5,285 | $277K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.7% | 5,278 | $276K |
| ETF Store, Inc. | 0.32% | Add +0.1% | 5,265 | $276K |
| Concord Asset Management, LLC | 0.04% | New | 5,264 | $276K |
| Concord Wealth Partners | 0.04% | Add +0.1% | 5,264 | $276K |
| Provenance Wealth Advisors, LLC | 0.04% | No change | 5,211 | $273K |
| Ariadne Wealth Management, LP | 0.13% | No change | 5,029 | $273K |
| Russell Investments Group, Ltd. | 0.00% | Add +330.6% | 5,202 | $272K |
| Erickson Financial Group, LLC | 0.18% | No change | 5,182 | $271K |
| Wise Wealth Partners | 0.45% | Reduce -5.5% | 5,173 | $271K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.2% | 5,165 | $270K |
| Signaturefd, LLC | 0.00% | Add +0.0% | 5,156 | $270K |
| Cambridge Advisors Inc. | 0.06% | No change | 5,130 | $269K |
| Byrne Financial Freedom, LLC | 0.13% | No change | 5,100 | $267K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +2.1% | 5,086 | $266K |
| Droms Strauss Advisors Inc. /Mo/ | 0.08% | No change | 5,021 | $263K |
| Tactive Advisors, LLC | 0.08% | — | 5,000 | $262K |
| Rockwood Wealth Management, LLC | 0.02% | Reduce -3.4% | 4,994 | $261K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -72.9% | 4,975 | $260K |
| Chicago Wealth Management, Inc. | 0.12% | No change | 4,949 | $259K |
| Arrowroot Family Office, LLC | 0.12% | — | 4,928 | $258K |
| Wedbush Securities Inc. | 0.01% | New | 4,883 | $256K |
| Fiduciary Group, LLC | 0.02% | Reduce -18.1% | 4,885 | $256K |
| Eldridge Investment Advisors, Inc. | 0.05% | Reduce -31.2% | 4,885 | $256K |
| Norris Perne & French LLP | 0.02% | No change | 4,854 | $254K |
| First Citizens Bank & Trust Co. | 0.00% | New | 4,848 | $254K |
| Keybank National Association | 0.00% | Reduce -4.9% | 4,833 | $253K |
| STAR Financial Bank | 0.16% | No change | 4,832 | $253K |
| Marion Wealth Management | 0.06% | Reduce -84.6% | 4,794 | $251K |
| Insigneo Advisory Services, LLC | 0.02% | Add +9.3% | 4,734 | $248K |
| Fusion Family Wealth, LLC | 0.02% | No change | 4,706 | $246K |
| Victory Financial Group, LLC | 0.04% | Reduce -55.7% | 4,679 | $245K |
| Valued Retirements, Inc. | 0.27% | No change | 4,631 | $242K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 4,627 | $242K |
| Fiduciary Alliance LLC | 0.02% | New | 4,612 | $241K |
| ZEGA Investments, LLC | 0.06% | Add +10.8% | 4,536 | $237K |
| Principle Wealth Partners LLC | 0.01% | No change | 4,534 | $237K |
| Stiles Financial Services Inc | 0.08% | Reduce -5.8% | 4,533 | $237K |
| Grantvest Financial Group LLC | 0.18% | Add +0.4% | 4,526 | $237K |
| Atlas Private Wealth Advisors | 0.03% | Add +0.1% | 4,505 | $236K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 4,465 | $234K |
| Goldstein Advisors, LLC | 0.03% | Reduce -2.9% | 4,434 | $232K |
| PUREfi Wealth, LLC | 0.18% | New | 4,389 | $230K |
| Americana Partners, LLC | 0.01% | New | 4,386 | $230K |
| Valley National Advisers Inc. | 0.04% | No change | 4,352 | $227K |
| LexAurum Advisors, LLC | 0.04% | No change | 4,328 | $227K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -6.8% | 4,308 | $225K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -0.3% | 4,303 | $225K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Reduce -22.7% | 4,294 | $225K |
| Howard Capital Management Group, LLC | 0.02% | No change | 4,273 | $224K |
| Donaldson Capital Management, LLC | 0.01% | No change | 4,244 | $222K |
| Choate Investment Advisors | 0.00% | No change | 4,219 | $221K |
| Forza Wealth Management, LLC | 0.09% | No change | 4,165 | $218K |
| Second Line Capital, LLC | 0.05% | Add +1.2% | 4,129 | $216K |
| TCTC Holdings, LLC | 0.01% | New | 4,123 | $216K |
| Chris Bulman Inc | 0.12% | Reduce -26.1% | 4,120 | $216K |
| Mountain Capital Investment Advisors Inc. | 0.04% | New | 4,069 | $215K |
| Costello Asset Management, INC | 0.08% | Reduce -8.9% | 4,104 | $215K |
| Innovative Wealth Building LLC | 0.18% | Reduce -57.2% | 4,095 | $214K |
| Veracity Capital LLC | 0.07% | No change | 4,076 | $213K |
| Westbourne Investments, Inc. | 0.11% | New | 4,075 | $213K |
| Winch Advisory Services, LLC | 0.05% | Add +0.4% | 4,044 | $212K |
| Hopwood Financial Services, Inc. | 0.16% | No change | 4,021 | $210K |
| Cascade Financial Partners, LLC | 0.03% | Reduce -23.5% | 4,000 | $209K |
| Delta Capital Management LLC | 0.12% | No change | 4,000 | $209K |
| Brookwood Investment Group LLC | 0.03% | New | 3,985 | $209K |
| Creekmur Asset Management LLC | 0.04% | Add +191.1% | 3,976 | $208K |
| Note Advisors, LLC | 0.14% | New | 3,950 | $207K |
| Rockline Wealth Management, LLC | 0.05% | New | 3,935 | $206K |
| Tucker Asset Management LLC | 0.07% | No change | 3,923 | $205K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -17.4% | 3,911 | $205K |
| Trifecta Capital Advisors, LLC | 0.03% | Reduce -10.6% | 3,903 | $204K |
| Asio Capital, LLC | 0.03% | New | 3,903 | $204K |
| Natural Investments, LLC | 0.05% | New | 3,859 | $201K |
| Glassman Wealth Services | 0.03% | No change | 3,833 | $201K |
| Benchmark Financial Wealth Advisors, LLC | 0.07% | New | 3,833 | $201K |
| Crews Bank & Trust | 0.03% | No change | 3,816 | $200K |
| Bokf, NA | 0.00% | Add +39.9% | 3,792 | $198K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 3,693 | $193K |
| National Bank of Canada | 0.00% | Add +53.1% | 3,599 | $188K |
| Rothschild Investment LLC | 0.01% | No change | 3,546 | $186K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 3,450 | $181K |
| LRI Investments, LLC | 0.01% | No change | 3,383 | $177K |
| Howe & Rusling Inc. | 0.01% | Add +3.6% | 3,358 | $176K |
| Topsail Wealth Management, LLC | 0.03% | No change | 3,275 | $171K |
| Evermay Wealth Management LLC | 0.02% | Reduce -1.5% | 3,179 | $166K |
| SBI Securities Co., Ltd. | 0.00% | Add +4.5% | 3,170 | $166K |
| PrairieView Partners, LLC | 0.02% | No change | 3,131 | $163K |
| Ancora Advisors LLC | 0.00% | Reduce -0.1% | 3,019 | $158K |
| Pin Oak Investment Advisors Inc. | 0.13% | No change | 3,026 | $154K |
| Darwin Wealth Management, LLC | 0.05% | No change | 2,877 | $151K |
| Colonial Trust Co / SC | 0.02% | No change | 2,800 | $146K |
| Indiana Trust & Investment Management Co | 0.05% | Reduce -3.6% | 2,774 | $145K |
| Evolution Wealth Management Inc. | 0.18% | — | 2,726 | $143K |
| Operose Advisors LLC | 0.04% | No change | 2,675 | $140K |
| TD Private Client Wealth LLC | 0.00% | New | 2,602 | $136K |
| Clear Investment Research, LLC | 0.16% | Add +0.5% | 2,375 | $124K |
| Murphy & Mullick Capital Management Corp | 0.10% | No change | 2,303 | $122K |
| Urban Financial Advisory Corp | 0.06% | Add +0.5% | 2,259 | $118K |
| Private Wealth Asset Management, LLC | 0.02% | New | 2,235 | $117K |
| Heritage Wealth Advisors | 0.01% | No change | 2,200 | $115K |
| Beacon Capital Management, LLC | 0.02% | Add +138.7% | 2,167 | $113K |
| Bare Financial Services, Inc | 0.04% | No change | 2,000 | $105K |
| Trust Co. of Vermont | 0.00% | No change | 1,912 | $100K |
| Capital A Wealth Management, LLC | 0.97% | Add +5047.2% | 1,853 | $86K |
| Main Street Group, LTD | 0.03% | Add +0.5% | 1,628 | $85K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 1,627 | $85K |
| Coston, McIsaac & Partners | 0.02% | Reduce -15.1% | 1,628 | $85K |
| Pinney & Scofield, Inc. | 0.05% | No change | 1,514 | $79K |
| MJT & Associates Financial Advisory Group, Inc. | 0.10% | No change | 1,506 | $79K |
| Nvwm, LLC | 0.02% | No change | 1,461 | $76K |
| Blue Trust, Inc. | 0.00% | Add +6.0% | 1,354 | $71K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -0.3% | 1,346 | $71K |
| Crowley Wealth Management, Inc. | 0.06% | No change | 1,322 | $69K |
| Byrne Asset Management LLC | 0.05% | New | 177 | $69K |
| Thompson Investment Management, Inc. | 0.01% | Add +0.9% | 1,290 | $68K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Add +15.2% | 1,243 | $65K |
| Asset Dedication, LLC | 0.00% | No change | 1,212 | $63K |
| Optimum Investment Advisors | 0.03% | No change | 1,200 | $63K |
| First Financial Corp. | 0.03% | No change | 1,157 | $61K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,095 | $57K |
| NBT Bank, N.A. | 0.00% | Reduce -9.1% | 1,063 | $56K |
| Ballast Advisors LLC | 0.02% | Reduce -7.3% | 1,062 | $56K |
| Access Investment Management LLC | 0.02% | — | 1,050 | $55K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | — | 1,076 | $55K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,044 | $55K |
| Archer Investment Corp | 0.01% | No change | 1,000 | $52K |
| Global Wealth Strategies & Associates | 0.01% | No change | 995 | $52K |
| Phillips Financial Management, LLC | 0.00% | No change | 974 | $51K |
| NFSG Corp | 0.01% | Reduce -14.6% | 911 | $48K |
| Balentine LLC | 0.00% | Reduce -98.3% | 887 | $46K |
| Steph & Co. | 0.01% | No change | 885 | $46K |
| Transce3nd, LLC | 0.02% | Reduce -15.8% | 853 | $45K |
| Crewe Advisors LLC | 0.01% | Add +209.0% | 828 | $43K |
| Sound Income Strategies, LLC | 0.00% | Add +75.8% | 807 | $42K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 802 | $42K |
| FWL Investment Management, LLC | 0.01% | No change | 735 | $38K |
| North Star Investment Management Corp. | 0.00% | Add +0.6% | 701 | $37K |
| Legacy Investment Solutions, LLC | 0.02% | — | 688 | $36K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 688 | $36K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 694 | $36K |
| Atlantic Union Bankshares Corp | 0.00% | New | 684 | $36K |
| VSM Wealth Advisory, LLC | 0.01% | Add +13.3% | 655 | $34K |
| Garde Capital, Inc. | 0.00% | No change | 655 | $34K |
| Parallel Advisors, LLC | 0.00% | Add +63900.0% | 640 | $33K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -0.2% | 627 | $32K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 605 | $32K |
| Park Place Capital Corp | 0.01% | No change | 597 | $32K |
| Ascentis Wealth Management, LLC | 0.01% | Add +16.2% | 575 | $30K |
| Barclays PLC | 0.00% | No change | 580 | $30K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 572 | $30K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 569 | $30K |
| Pineridge Advisors LLC | 0.01% | Add +0.2% | 554 | $29K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 544 | $28K |
| Arlington Trust Co LLC | 0.01% | No change | 535 | $28K |
| Tompkins Financial Corp. | 0.00% | Add +4681.8% | 526 | $28K |
| Atlantic Private Wealth, LLC | 0.02% | New | 503 | $26K |
| Fiduciary Advisors, Inc. | 0.02% | New | 502 | $26K |
| CVA Family Office, LLC | 0.00% | Add +4.4% | 501 | $26K |
| Tortoise Investment Management, LLC | 0.00% | No change | 430 | $23K |
| Hartford Financial Management Inc. | 0.01% | No change | 420 | $22K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 404 | $21K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 375 | $20K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +29.1% | 355 | $19K |
| Olistico Wealth, LLC | 0.01% | Reduce -26.8% | 360 | $19K |
| Hanson & Doremus Investment Management | 0.00% | No change | 353 | $18K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 340 | $18K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 328 | $17K |
| Atwood & Palmer Inc. | 0.00% | Reduce -92.5% | 306 | $16K |
| City Holding Co. | 0.00% | No change | 305 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 301 | $16K |
| Pacifica Partners Inc. | 0.01% | New | 290 | $15K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -62.5% | 281 | $15K |
| Team Financial Group, LLC | 0.01% | New | 277 | $15K |
| Accredited Wealth Management, LLC | 0.01% | Add +0.4% | 263 | $14K |
| American National Bank & Trust | 0.00% | No change | 260 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 259 | $14K |
| Boreal Capital Management LLC | 0.01% | — | 250 | $13K |
| Northwest Capital Management Inc | 0.01% | Reduce -94.7% | 233 | $12K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +579.4% | 231 | $12K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 207 | $11K |
| WPG Advisers, LLC | 0.01% | Add +0.5% | 207 | $11K |
| Hughes Financial Services, LLC | 0.00% | No change | 198 | $10K |
| Avion Wealth | 0.00% | Add +1.0% | 210 | $10K |
| Abound Wealth Management | 0.00% | Reduce -86.6% | 189 | $10K |
| Quaker Wealth Management, LLC | 0.00% | — | 183 | $10K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 181 | $9K |
| Park Square Financial Group, LLC | 0.01% | No change | 181 | $9K |
| CENTRAL TRUST Co | 0.00% | Reduce -88.6% | 181 | $9K |
| Valued Wealth Advisors LLC | 0.00% | No change | 174 | $9K |
| United Community Bank | 0.00% | New | 168 | $9K |
| Brooklyn Investment Group | 0.00% | Reduce -33.6% | 164 | $9K |
| Marshall & Sullivan Inc. | 0.00% | New | 157 | $8K |
| Curio Wealth, LLC | 0.00% | Add +15200.0% | 153 | $8K |
| Highline Wealth Partners LLC | 0.00% | New | 137 | $7K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 135 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 125 | $7K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -49.6% | 120 | $6K |
| Eastern Bank | 0.00% | No change | 120 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 118 | $6K |
| GAMMA Investing LLC | 0.00% | New | 117 | $6K |
| CNB Bank | 0.00% | Reduce -25.3% | 115 | $6K |
| Deutsche Bank AG | 0.00% | Reduce -46.1% | 105 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 95 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 84 | $4K |
| Group One Trading LLC | 0.00% | New | 83 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 63 | $3K |
| Paladin Advisory Group, LLC | 0.00% | Reduce -76.0% | 61 | $3K |
| Providence Capital Advisors, LLC | 0.00% | New | 61 | $3K |
| Stone House Investment Management, LLC | 0.00% | No change | 60 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -58.0% | 60 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 53 | $3K |
| Longview Financial Advisors LLC | 0.00% | No change | 50 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -50.0% | 43 | $2K |
| Spurstone Advisory Services, LLC | 0.03% | No change | 40 | $2K |
| Horizon Bancorp Inc. | 0.00% | No change | 36 | $2K |
| Logan Capital Management Inc. | 0.00% | No change | 31 | $2K |
| Breakwater Investment Management | 0.00% | No change | 26 | $1K |
| Rialto Wealth Management, LLC | 0.00% | No change | 16 | $838 |
| Salem Investment Counselors Inc. | 0.00% | No change | 13 | $681 |
| Alerus Financial NA | 0.00% | New | 13 | $680 |
| Clark Wealth Partners | 0.00% | New | 11 | $576 |
| Founders Capital Management | 0.00% | No change | 4 | $222 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $163 |
| 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.