SS SPDR P S&P 500 Value ETFSPYVETF
13F holders, Q3 2025 (September 30)1,060holders +11
70new positions
49sold out
6famous investors
$55.33avg. 13F price*
At the end of Q3 2025, 1,060 institutions reported holding SS SPDR P S&P 500 Value ETF (SPYV) in their 13F filings, up 11 from Q2 2025. 70 opened new positions and 49 sold out. The largest holders were Financial Engines Advisors L.L.C. ($4.5B), LPL Financial LLC ($2.6B) and Goldman Sachs Group Inc. ($1.2B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P S&P 500 Value ETF
- Filed as
- SPDR SERIES TRUST (Q3 2025)
- CUSIP
- 78464A508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $369.1M |
| Exits | 49 | $100.9M |
All 13F filers, Q2 2025 → Q3 2025: 43,446,489 shares bought and 13,436,781 shares sold, net +30,009,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,060 holders
| Financial Engines Advisors L.L.C. | 8.63% | Add +0.8% | 81,729,362 | $4.5B |
| LPL Financial LLC | 0.75% | Add +2.9% | 46,442,555 | $2.6B |
| Goldman Sachs Group Inc. | 0.18% | Add +682.8% | 22,225,128 | $1.2B |
| Allworth Financial LP | 4.73% | Add +16.1% | 19,313,081 | $1.1B |
| Morgan Stanley | 0.03% | Reduce -8.4% | 8,969,129 | $496.3M |
| Ameriprise Financial Inc. | 0.11% | Add +3.7% | 8,575,647 | $474.6M |
| Valmark Advisers, Inc. | 6.09% | Add +2.9% | 8,508,257 | $470.8M |
| JPMorgan Chase & Co. | 0.03% | Add +3.7% | 7,456,598 | $412.6M |
| UBS Group AG | 0.08% | Add +10.0% | 7,272,363 | $402.4M |
| Bank of America Corp. | 0.03% | Add +2.5% | 6,637,438 | $367.2M |
| Raymond James Financial Inc. | 0.11% | Add +1.8% | 5,924,177 | $327.8M |
| Advisory Alpha, LLC | 8.67% | Add +7.6% | 5,608,199 | $311.1M |
| Willis Johnson & Associates, Inc. | 17.89% | Add +18.8% | 5,218,947 | $288.8M |
| Equitable Holdings, Inc. | 1.98% | Reduce -0.2% | 4,871,550 | $269.5M |
| Dynasty Wealth Management, LLC | 3.50% | Add +13.0% | 4,732,922 | $261.9M |
| Wealth Enhancement Advisory Services, LLC | 0.39% | Add +3.2% | 4,598,469 | $256.3M |
| Quotient Wealth Partners, LLC | 6.89% | Add +3.7% | 4,546,337 | $251.5M |
| Vantagepoint Investment Advisers LLC | 2.02% | New | 4,463,460 | $247.0M |
| NorthRock Partners, LLC | 4.44% | Reduce -4.1% | 4,436,679 | $245.5M |
| Royal Bank of Canada | 0.04% | Reduce -7.3% | 4,334,304 | $239.8M |
| Tiaa Trust, National Association | 0.58% | Add +13.3% | 4,330,027 | $239.6M |
| Cetera Investment Advisers | 0.26% | Add +10.7% | 4,107,926 | $227.3M |
| Cwm, LLC | 0.68% | Reduce -2.7% | 4,074,439 | $225.4M |
| Horizon Investments, LLC | 2.65% | Reduce -23.4% | 3,641,782 | $201.5M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -13.3% | 3,626,452 | $200.7M |
| Osaic Holdings, Inc. | 0.28% | Reduce -1.9% | 3,657,109 | $200.3M |
| Cerity Partners LLC | 0.31% | Add +0.5% | 3,472,564 | $192.1M |
| Connecticut Wealth Management, LLC | 8.48% | Add +13.2% | 3,453,849 | $191.1M |
| Nicolet Advisory Services, LLC | 13.74% | Add +1.2% | 3,169,464 | $176.6M |
| AE Wealth Management LLC | 1.10% | Add +19.5% | 3,117,992 | $172.5M |
| Private Advisor Group, LLC | 0.78% | Reduce -1.5% | 2,881,083 | $159.4M |
| HighTower Advisors, LLC | 0.16% | Add +4.0% | 2,487,616 | $137.6M |
| Betterment LLC | 0.26% | Reduce -4.0% | 2,411,815 | $133.4M |
| Gerber Kawasaki Wealth & Investment Management | 4.36% | Add +9.4% | 2,293,918 | $126.9M |
| Lutz Financial Services LLC | 9.08% | Add +2.7% | 2,266,428 | $125.4M |
| Octavia Wealth Advisors, LLC | 11.71% | Add +3.0% | 2,126,014 | $117.6M |
| Stifel Financial Corp. | 0.10% | Reduce -3.6% | 2,035,444 | $112.6M |
| Mariner, LLC | 0.14% | Add +4.5% | 2,020,000 | $111.8M |
| First National Trust Co | 3.70% | Reduce -7.4% | 1,948,749 | $107.8M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +6.4% | 1,929,354 | $106.8M |
| Wells Fargo & Company | 0.02% | Add +14.3% | 1,913,932 | $105.9M |
| Angeles Wealth Management, LLC | 6.40% | Add +5.8% | 1,886,026 | $104.4M |
| AlphaStar Capital Management, LLC | 8.46% | Reduce -5.6% | 1,774,528 | $98.2M |
| Magnus Financial Group LLC | 7.61% | Reduce -2.0% | 1,735,378 | $96.0M |
| Old National Bancorp | 1.54% | Add +0.8% | 1,625,570 | $89.9M |
| Commonwealth Equity Services, LLC | 0.11% | Add +6.1% | 1,575,189 | $87.2M |
| Bell Bank | 3.77% | Add +3.7% | 1,571,923 | $87.0M |
| Simon Quick Advisors, LLC | 3.89% | Reduce -1.2% | 1,554,593 | $86.0M |
| KWB Wealth | 9.42% | Add +10.8% | 1,628,642 | $85.2M |
| Benjamin Edwards Inc. | 0.95% | Reduce -5.2% | 1,514,054 | $83.8M |
| N.E.W. Advisory Services LLC | 6.93% | Add +2.1% | 1,401,339 | $77.5M |
| IHT Wealth Management, LLC | 1.95% | Add +3.9% | 1,391,783 | $77.0M |
| Founders Financial Securities LLC | 4.91% | Add +32.4% | 1,305,042 | $72.2M |
| Wellington Management Group LLP | 0.01% | New | 1,244,355 | $68.9M |
| Flputnam Investment Management Co. | 1.00% | Reduce -1.7% | 1,209,694 | $66.9M |
| Klingman & Associates, LLC | 3.33% | Reduce -0.2% | 1,194,210 | $66.1M |
| Flagship Harbor Advisors, LLC | 2.82% | Add +2.3% | 1,171,396 | $64.8M |
| Exchange Traded Concepts, LLC | 0.60% | Add +62.9% | 1,132,054 | $62.6M |
| Nicolet Bankshares Inc. | 9.41% | Reduce -4.3% | 1,058,711 | $58.6M |
| FMR LLC | 0.00% | Reduce -1.5% | 1,045,645 | $57.9M |
| CoreCap Advisors, LLC | 2.08% | Add +3.4% | 1,035,656 | $57.3M |
| Integrated Wealth Concepts LLC | 0.51% | Add +3.5% | 1,035,549 | $57.3M |
| Diversify Wealth Management, LLC | 3.30% | Add +12.4% | 1,023,271 | $57.2M |
| Strategic Financial Concepts, LLC | 8.05% | Add +1.1% | 1,000,972 | $55.4M |
| Compton Financial Group, LLC | 13.32% | Add +2.8% | 999,983 | $55.3M |
| MML Investors Services, LLC | 0.15% | Add +8.1% | 983,800 | $54.4M |
| Corient Private Wealth LP | 0.09% | Add +5.2% | 987,312 | $54.3M |
| Facet Wealth, Inc. | 1.10% | Reduce -3.2% | 964,290 | $53.4M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -0.2% | 954,320 | $52.8M |
| Whitcomb & Hess, Inc. | 12.87% | Add +2.2% | 904,840 | $50.1M |
| CGN Advisors LLC | 4.00% | Add +5.9% | 879,811 | $48.7M |
| Nottingham Advisors, Inc. | 6.35% | Add +1.9% | 826,973 | $45.8M |
| Creative Financial Designs Inc. | 3.07% | Add +4.7% | 825,846 | $45.7M |
| Modern Wealth Management, LLC | 0.89% | Reduce -2.9% | 812,694 | $45.0M |
| Perennial Investment Advisors, LLC | 3.66% | Reduce -2.3% | 801,338 | $44.3M |
| Arrow Financial Corp | 4.44% | Reduce -1.9% | 784,684 | $43.4M |
| Accredited Investors Inc. | 2.37% | Reduce -2.7% | 767,507 | $42.5M |
| Balanced Wealth Group LLC | 17.79% | Reduce -0.3% | 767,979 | $40.5M |
| Gladstone Institutional Advisory LLC | 1.56% | Reduce -4.8% | 729,887 | $40.4M |
| Tennessee Valley Asset Management Partners | 5.36% | Add +0.2% | 713,274 | $39.5M |
| Constellation Investments, Inc. | 1.84% | No change | 712,000 | $39.4M |
| Vicus Capital | 2.97% | Add +8.9% | 702,972 | $38.9M |
| Creative Planning | 0.03% | Add +6.6% | 700,034 | $38.7M |
| Woodard & Co. Asset Management Group Inc. | 6.29% | Add +0.2% | 699,503 | $38.7M |
| Courier Capital LLC | 2.19% | Add +4.3% | 690,706 | $38.2M |
| Jones Financial Companies LLLP | 0.03% | Add +13.2% | 693,640 | $38.2M |
| Convergence Financial, LLC | 5.71% | Add +24.1% | 687,832 | $38.1M |
| Thrivent Financial for Lutherans | 0.08% | Add +4545.7% | 686,964 | $38.0M |
| Sanctuary Advisors, LLC | 0.21% | Add +9.9% | 665,072 | $36.8M |
| Moneco Advisors, LLC | 3.06% | Add +8.1% | 661,469 | $36.6M |
| Avior Wealth Management, LLC | 1.18% | Add +6.6% | 660,474 | $36.5M |
| ERn Financial, LLC | 7.04% | Add +11.2% | 644,527 | $35.7M |
| Prudential Financial Inc. | 0.04% | Reduce -6.1% | 641,725 | $35.5M |
| Dakota Wealth Management | 0.70% | Reduce -1.1% | 628,645 | $34.8M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -21.1% | 626,446 | $34.7M |
| Koss-Olinger Consulting, LLC | 2.83% | Reduce -0.9% | 655,164 | $34.3M |
| Confluence Investment Management LLC | 0.48% | Reduce -11.0% | 610,475 | $33.8M |
| Higgins & Schmidt Wealth Strategies LLC | 16.44% | Add +4.2% | 588,198 | $32.5M |
| Hills Bank & Trust Co | 1.90% | Add +23.1% | 584,785 | $32.4M |
| Tsfg, LLC | 5.09% | Add +10.1% | 579,427 | $32.1M |
| Waverly Advisors, LLC | 0.31% | Add +7.2% | 567,943 | $31.4M |
| Geneos Wealth Management Inc. | 0.80% | Add +0.9% | 567,713 | $31.4M |
| Northern Trust Corp. | 0.00% | Add +1.6% | 565,499 | $31.3M |
| NewEdge Advisors, LLC | 0.14% | Reduce -0.1% | 564,044 | $31.2M |
| Avantax Planning Partners, Inc. | 0.89% | Reduce -3.0% | 562,989 | $31.2M |
| Fifth Third Securities, Inc. | 2.12% | Add +4.0% | 562,120 | $31.1M |
| Alta Wealth Advisors LLC | 11.10% | Add +13.2% | 559,646 | $31.0M |
| Ackerman Capital Advisors, LLC | 6.45% | Add +18.3% | 557,251 | $30.8M |
| Great Valley Advisor Group, Inc. | 0.62% | Add +1.9% | 555,751 | $30.7M |
| Leicht Financial Planning & Wealth Management, Inc. | 13.79% | Reduce -0.4% | 552,646 | $30.6M |
| Scarborough Advisors, LLC | 5.33% | Reduce -50.7% | 545,944 | $30.2M |
| Inspirion Wealth Advisors, LLC | 4.21% | Add +6.2% | 569,290 | $30.1M |
| Shepherd Financial Partners LLC | 2.83% | Add +3.9% | 537,900 | $29.8M |
| Choice Wealth Advisors LLC | 12.72% | Reduce -0.4% | 536,400 | $29.7M |
| Pinnacle Wealth Planning Services, Inc. | 3.47% | Add +6.8% | 534,488 | $29.6M |
| Measured Wealth Private Client Group, LLC | 7.91% | Add +0.3% | 530,255 | $29.3M |
| Brandywine Oak Private Wealth LLC | 2.51% | Add +0.4% | 521,906 | $28.9M |
| Signet Financial Management, LLC | 3.25% | Reduce -0.9% | 506,340 | $28.0M |
| BIP Wealth, LLC | 1.37% | Reduce -2.9% | 499,453 | $27.6M |
| Rodgers & Associates, LTD | 2.81% | Add +1.1% | 492,991 | $27.3M |
| Roberts Financial Services LLC | 8.70% | Add +3.7% | 487,075 | $26.9M |
| Riversedge Advisors, LLC | 4.47% | Reduce -4.3% | 481,870 | $26.7M |
| Mgo One Seven LLC | 0.62% | Add +5.4% | 481,419 | $26.6M |
| Harbor Group, Inc. | 4.20% | Add +0.9% | 477,340 | $26.4M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Reduce -21.7% | 474,416 | $26.2M |
| Marathon Mission, Inc. | 15.23% | Reduce -0.6% | 461,315 | $25.5M |
| Diversify Advisory Services, LLC | 0.85% | Add +17.1% | 452,010 | $25.3M |
| SkyOak Wealth, LLC | 4.74% | Add +1.2% | 453,593 | $25.1M |
| Journey Strategic Wealth LLC | 0.69% | Add +11.6% | 444,830 | $24.6M |
| Visionary Horizons, LLC | 13.69% | Add +0.8% | 442,761 | $24.5M |
| Potentia Wealth | 9.32% | Add +5.5% | 441,335 | $24.4M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -4.1% | 434,266 | $24.0M |
| Western Wealth Management, LLC | 1.27% | Add +2.5% | 432,987 | $24.0M |
| Baird Financial Group, Inc. | 0.04% | Add +28.6% | 427,527 | $23.7M |
| MBE Wealth Management, LLC | 10.21% | Add +0.7% | 426,657 | $23.6M |
| Leslie Global Wealth, LLC | 10.85% | Add +11.1% | 417,960 | $23.1M |
| Truist Financial Corp. | 0.03% | Add +6.4% | 416,022 | $23.0M |
| SilverOak Wealth Management LLC | 3.73% | Add +3.3% | 399,756 | $22.1M |
| Global Retirement Partners, LLC | 0.49% | Reduce -3.5% | 398,257 | $22.0M |
| CarsonAllaria Wealth Management, Ltd. | 11.38% | Add +4.7% | 395,493 | $21.9M |
| Alesco Advisors, LLC, An ESL Co | 0.59% | Reduce -3.0% | 390,790 | $21.6M |
| Wealth Advisors of Iowa, LLC | 7.20% | Add +5.8% | 381,955 | $21.1M |
| Two Sigma Investments, LP | 0.03% | New | 377,400 | $20.9M |
| Cynosure Group, LLC | 2.26% | Add +1.4% | 375,486 | $20.8M |
| First Heartland Consultants, Inc. | 1.62% | Add +3.5% | 362,714 | $20.1M |
| Summit Financial, LLC | 0.31% | Add +11.1% | 362,645 | $20.1M |
| Destiny Capital Corp | 10.78% | Add +7.4% | 357,542 | $19.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -85.7% | 356,584 | $19.7M |
| Williams Financial, LLC | 20.18% | Reduce -0.2% | 353,680 | $19.6M |
| Fifth Third Wealth Advisors LLC | 0.71% | Add +25.0% | 350,164 | $19.4M |
| Clear Creek Financial Management, LLC | 1.67% | Add +2.8% | 348,005 | $19.3M |
| Horizon Financial Services, LLC | 9.12% | Add +6.2% | 345,682 | $19.1M |
| Strategic Financial Partners, Ltd. | 8.76% | Reduce -0.9% | 345,521 | $19.1M |
| Windsor Capital Management, LLC | 5.28% | Add +0.3% | 345,332 | $19.1M |
| Ascent Group, LLC | 0.68% | Reduce -8.1% | 344,932 | $19.1M |
| Freestate Advisors LLC | 15.91% | Add +4.8% | 342,740 | $19.0M |
| Navalign, LLC | 4.98% | Add +1.0% | 341,316 | $18.9M |
| Pure Financial Advisors, LLC | 0.30% | Reduce -2.0% | 340,189 | $18.8M |
| Silver Oak Securities, Incorporated | 1.41% | Add +0.7% | 339,183 | $18.8M |
| Retirement Planning Group, LLC | 0.65% | Reduce -2.9% | 336,095 | $18.6M |
| Stratos Wealth Partners, LTD. | 0.22% | Add +7.5% | 332,005 | $18.4M |
| McAdam, LLC | 0.90% | Reduce -0.4% | 329,517 | $18.2M |
| TPG Financial Advisors, LLC | 6.77% | Add +1.2% | 328,592 | $18.2M |
| CX Institutional | 0.54% | Add +5.3% | 320,744 | $17.7M |
| 1834 Investment Advisors Co. | 2.13% | Add +3.8% | 313,758 | $17.4M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -1.8% | 297,270 | $16.4M |
| Brookstone Capital Management | 0.19% | Reduce -6.6% | 294,132 | $16.3M |
| Great Lakes Retirement, Inc. | 1.74% | Add +0.8% | 287,398 | $15.9M |
| Abound Financial, LLC | 6.33% | Add +0.9% | 286,141 | $15.8M |
| IFG Advisory, LLC | 0.71% | Add +4.4% | 281,858 | $15.6M |
| Verus Capital Partners, LLC | 1.20% | Add +4.2% | 278,294 | $15.4M |
| Fifth Third Bancorp | 0.05% | Add +4.8% | 275,282 | $15.2M |
| Novem Group | 1.79% | Add +17.3% | 270,902 | $15.0M |
| Power Wealth Management LLC | 5.29% | Add +10.7% | 262,645 | $14.5M |
| Sargent Investment Group, LLC | 2.07% | Add +3.0% | 262,091 | $14.5M |
| Atticus Wealth Management, LLC | 3.66% | Reduce -3.8% | 262,067 | $14.5M |
| Kingsview Wealth Management, LLC | 0.22% | Reduce -0.2% | 260,083 | $14.4M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.0% | 259,699 | $14.4M |
| Symphony Financial, Ltd. Co. | 1.73% | Add +3.5% | 258,524 | $14.2M |
| Probity Advisors, Inc. | 2.30% | Add +7.7% | 256,570 | $14.2M |
| Dogwood Wealth Management LLC | 6.40% | Add +8.2% | 254,579 | $14.1M |
| Meridian Wealth Management, LLC | 0.54% | Add +1.3% | 254,451 | $14.1M |
| Valtinson Bruner Financial Planning LLC | 4.08% | Add +5.0% | 248,810 | $13.8M |
| Millington Financial Advisors, LLC | 6.59% | Reduce -7.5% | 248,321 | $13.6M |
| Stephens Inc. | 0.17% | Add +5.6% | 244,890 | $13.5M |
| Cary Street Partners Financial LLC | 0.35% | Reduce -6.0% | 242,701 | $13.4M |
| Kestra Advisory Services, LLC | 0.06% | Add +22.0% | 242,062 | $13.4M |
| Legacy Financial Group LLC | 1.73% | Reduce -2.3% | 238,268 | $13.2M |
| Hobart Private Capital, LLC | 2.73% | Reduce -0.1% | 235,375 | $13.0M |
| Diligent Investors, LLC | 3.25% | Reduce -19.0% | 232,048 | $12.8M |
| Optimist Retirement Group LLC | 5.79% | Add +0.1% | 231,364 | $12.8M |
| NewSquare Capital LLC | 0.86% | Reduce -1.0% | 230,011 | $12.7M |
| GHP Investment Advisors, Inc. | 0.53% | Add +2.9% | 228,330 | $12.6M |
| Financial Council, LLC | 5.55% | Add +1.5% | 226,010 | $12.5M |
| Larson Financial Group LLC | 0.44% | Reduce -13.4% | 224,300 | $12.4M |
| Lido Advisors, LLC | 0.05% | Add +145.4% | 222,516 | $12.3M |
| Reston Wealth Management LLC | 3.95% | Reduce -0.0% | 221,374 | $12.2M |
| Meritage Portfolio Management | 0.80% | Reduce -2.8% | 217,260 | $12.0M |
| Collier Financial | 8.90% | — | 213,944 | $11.8M |
| Hofer & Associates. Inc | 6.67% | Add +0.7% | 210,495 | $11.6M |
| New England Capital Financial Advisors LLC | 4.95% | Reduce -0.7% | 210,425 | $11.6M |
| Goldstone Financial Group, LLC | 1.35% | Reduce -4.2% | 206,547 | $11.4M |
| Guardian Wealth Advisors, LLC | 6.44% | Add +12.2% | 205,167 | $11.4M |
| Merit Financial Group, LLC | 0.10% | Reduce -14.4% | 204,367 | $11.3M |
| Concurrent Investment Advisors, LLC | 0.19% | Add +12.8% | 204,161 | $11.3M |
| Portside Wealth Group, LLC | 1.55% | Add +16.9% | 202,262 | $11.2M |
| GenWealth Group, Inc. | 2.06% | Add +2.7% | 200,389 | $11.1M |
| RFG Advisory, LLC | 0.23% | Add +179.0% | 200,153 | $11.1M |
| POM Investment Strategies, LLC | 5.96% | Add +20.3% | 198,117 | $11.0M |
| CIBC Private Wealth Group LLC | 0.02% | Add +7.5% | 197,409 | $10.9M |
| Gibbs Wealth Management | 2.46% | Reduce -12.3% | 196,383 | $10.9M |
| Promus Capital, LLC | 6.93% | Add +2.4% | 196,302 | $10.9M |
| Axxcess Wealth Management, LLC | 0.22% | Reduce -0.3% | 191,881 | $10.6M |
| Collaborative Wealth Managment Inc. | 4.29% | Reduce -0.9% | 191,461 | $10.6M |
| Private Wealth Group, LLC | 5.22% | Add +6.3% | 189,510 | $10.5M |
| Smithbridge Asset Management Inc. | 1.49% | Add +6.4% | 185,659 | $10.3M |
| Oak Harvest Investment Services | 1.20% | Reduce -0.8% | 185,617 | $10.3M |
| Pecaut & Co. | 3.28% | Add +1.7% | 184,630 | $10.2M |
| Townsquare Capital LLC | 1.54% | Reduce -33.4% | 184,118 | $10.2M |
| Savant Capital, LLC | 0.06% | Reduce -2.8% | 182,135 | $10.1M |
| Cresset Asset Management, LLC | 0.04% | Add +736.0% | 180,796 | $10.0M |
| Assetmark, Inc. | 0.02% | Reduce -1.7% | 179,327 | $9.9M |
| BCS Wealth Management | 2.20% | Reduce -0.1% | 176,721 | $9.8M |
| Farther Finance Advisors, LLC | 0.15% | Add +13.8% | 176,237 | $9.8M |
| Hunting Hill Global Capital, LLC | 3.64% | Reduce -4.8% | 174,585 | $9.7M |
| Wealthcare Advisory Partners LLC | 0.20% | Reduce -32.4% | 174,288 | $9.6M |
| M&T Bank Corp | 0.03% | Reduce -10.7% | 174,067 | $9.6M |
| SOA Wealth Advisors, LLC. | 1.56% | Reduce -26.9% | 173,141 | $9.6M |
| Focus Partners Wealth | 0.02% | Reduce -9.2% | 172,323 | $9.5M |
| Waller Financial Planning Group, Inc. | 2.16% | Add +2.3% | 170,185 | $9.4M |
| Auour Investments LLC | 3.05% | Add +5.1% | 169,479 | $9.4M |
| Madrid Financial Services | 5.85% | Reduce -2.4% | 169,013 | $9.4M |
| Cobblestone Asset Management LLC | 4.27% | Add +4.0% | 168,816 | $9.3M |
| Financial Gravity Asset Management, Inc. | 1.81% | — | 166,035 | $9.2M |
| Park Avenue Securities LLC | 0.07% | Add +55.6% | 165,443 | $9.2M |
| Gunma Bank,Ltd. | 2.83% | No change | 163,200 | $9.0M |
| Cardinal Strategic Wealth Guidance | 2.37% | Add +0.8% | 159,522 | $8.8M |
| Laurel Wealth Planning LLC | 4.65% | Add +1.4% | 158,913 | $8.8M |
| Olde Wealth Management, LLC | 2.70% | — | 155,925 | $8.7M |
| Foronjy Financial LLC | 3.80% | Reduce -11.2% | 156,959 | $8.7M |
| HSBC Holdings PLC | 0.01% | Add +51.1% | 156,624 | $8.7M |
| Quent Capital, LLC | 0.72% | Reduce -1.6% | 155,472 | $8.6M |
| Tme Financial, Inc. | 6.44% | Add +4.7% | 155,426 | $8.6M |
| Lynch & Associates | 1.66% | Add +2.9% | 154,921 | $8.6M |
| Key Financial Inc | 1.56% | Reduce -1.0% | 152,149 | $8.4M |
| 1900 Wealth Management LLC | 0.57% | Reduce -1.4% | 151,902 | $8.4M |
| Juncture Wealth Strategies, LLC | 2.81% | Reduce -8.1% | 151,695 | $8.4M |
| PAX Financial Group, LLC | 1.49% | Add +0.6% | 149,223 | $8.3M |
| American Financial & Tax Strategies Inc. | 4.09% | Reduce -1.6% | 148,075 | $8.2M |
| Independent Wealth Network Inc. | 2.63% | Add +4.7% | 147,540 | $8.2M |
| Capital Advisory Group Advisory Services, LLC | 2.53% | Add +10.2% | 146,694 | $8.1M |
| Uptown Financial Advisors LLC | 7.12% | Add +3.0% | 146,458 | $8.1M |
| Synergy Investment Management, LLC | 3.07% | Add +16.3% | 145,226 | $8.0M |
| Denver Wealth Management, Inc. | 2.90% | Add +5.0% | 142,170 | $7.9M |
| Wrapmanager Inc. | 2.42% | Reduce -29.7% | 142,021 | $7.9M |
| Partnership Wealth Management, LLC | 5.95% | Add +0.5% | 139,542 | $7.7M |
| Bensler, LLC | 0.80% | Add +3.9% | 139,148 | $7.7M |
| Motive Wealth Advisors | 3.29% | Reduce -0.4% | 137,952 | $7.6M |
| Stone Summit Wealth LLC | 2.15% | Reduce -21.5% | 136,816 | $7.6M |
| Stratos Wealth Advisors, LLC | 0.36% | Add +0.4% | 136,245 | $7.5M |
| Centennial Wealth Advisory LLC | 2.09% | Add +4.0% | 135,559 | $7.5M |
| Cannon Wealth Management Services, LLC | 5.62% | Reduce -0.8% | 134,252 | $7.4M |
| AA Financial Advisors, LLC | 1.45% | Reduce -1.0% | 133,608 | $7.4M |
| Ignite Planners, LLC | 1.20% | Reduce -1.0% | 132,375 | $7.3M |
| AQR Capital Management | 0.00% | Add +43.4% | 131,321 | $7.3M |
| Greenwood Capital Associates LLC | 0.84% | Add +3.4% | 131,070 | $7.3M |
| Arete Wealth Advisors, LLC | 0.45% | Add +1.3% | 131,070 | $7.3M |
| Snider Financial Group | 1.95% | Add +2.0% | 129,240 | $7.2M |
| Red Crane Wealth Management, LLC | 6.01% | Reduce -7.0% | 128,894 | $7.1M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -38.3% | 126,255 | $7.0M |
| Mutual Advisors, LLC | 0.15% | Add +2.8% | 122,835 | $6.9M |
| Modera Wealth Management, LLC | 0.08% | Reduce -1.9% | 123,954 | $6.9M |
| Stevens Capital Partners | 2.04% | Add +7.4% | 123,614 | $6.8M |
| HM Payson & Co. | 0.10% | No change | 121,945 | $6.7M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -1.4% | 121,641 | $6.7M |
| GPS Wealth Strategies Group, LLC | 0.70% | Add +2.1% | 119,884 | $6.6M |
| Trilogy Capital Inc. | 0.31% | Reduce -24.3% | 119,692 | $6.6M |
| Intergy Private Wealth, LLC | 2.05% | Reduce -3.2% | 118,367 | $6.5M |
| Gateway Wealth Partners, LLC | 0.87% | Add +10.7% | 116,950 | $6.5M |
| Arbor Trust Wealth Advisors, LLC | 2.88% | Add +7.6% | 115,399 | $6.4M |
| Spire Wealth Management | 0.21% | Reduce -4.9% | 113,604 | $6.3M |
| Eaton Financial Holdings Company, LLC | 1.75% | Reduce -55.7% | 112,478 | $6.2M |
| Koshinski Asset Management, Inc. | 0.44% | Add +4.1% | 112,280 | $6.2M |
| Occidental Asset Management, LLC | 0.77% | Add +4.2% | 111,063 | $6.1M |
| City Center Advisors, LLC | 5.92% | Add +17.0% | 110,046 | $6.1M |
| TAGStone Capital, Inc. | 2.41% | Add +1.9% | 109,872 | $6.1M |
| Independent Financial Group, LLC | 0.14% | Reduce -18.9% | 109,030 | $6.0M |
| Foundations Investment Advisors, LLC | 0.09% | Add +15.9% | 107,702 | $6.0M |
| IAG Wealth Partners, LLC | 0.72% | Reduce -1.5% | 107,684 | $6.0M |
| NorthCoast Asset Management LLC | 0.02% | Add +2.7% | 106,855 | $5.9M |
| Cozad Asset Management Inc. | 0.47% | Add +2.1% | 106,724 | $5.9M |
| Buttonwood Financial Group, LLC | 2.49% | Add +1.1% | 103,660 | $5.8M |
| Citadel Advisors | 0.00% | Reduce -59.4% | 104,332 | $5.8M |
| Cooper Financial Group | 0.64% | Reduce -5.2% | 104,243 | $5.8M |
| Harbour Investments, Inc. | 0.13% | Add +4.6% | 103,784 | $5.7M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +1.8% | 103,071 | $5.7M |
| DecisionMap Wealth Management, LLC | 3.66% | Add +3.7% | 103,061 | $5.7M |
| VestGen Advisors, LLC | 0.19% | Reduce -40.5% | 101,571 | $5.6M |
| Braun-Bostich & Associates Inc. | 3.52% | Add +6.8% | 101,052 | $5.6M |
| Sterling Group Wealth Management, LLC | 2.76% | Reduce -7.3% | 100,589 | $5.6M |
| Horizon Family Wealth, Inc. | 3.13% | Add +0.3% | 98,445 | $5.4M |
| Fortis Capital Advisors, LLC | 0.86% | Add +3.2% | 98,332 | $5.4M |
| Belpointe Asset Management LLC | 0.21% | Add +3.2% | 98,332 | $5.4M |
| JNBA Financial Advisors | 0.49% | Reduce -4.3% | 98,089 | $5.4M |
| SIMA Wealth Partners, LLC | 4.07% | Add +2.4% | 96,266 | $5.3M |
| Asset Management Group, Inc. | 0.85% | Reduce -1.4% | 94,138 | $5.2M |
| Phoenix Wealth Advisors | 1.99% | Reduce -10.8% | 93,808 | $5.2M |
| Sharpepoint LLC | 4.68% | Reduce -3.7% | 93,687 | $5.2M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +17.4% | 93,245 | $5.2M |
| Retirement Financial Solutions, LLC | 1.61% | Add +17.8% | 92,972 | $5.1M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -0.7% | 92,714 | $5.1M |
| Ceera Investments, LLC | 1.60% | Add +30.6% | 92,439 | $5.1M |
| Tritonpoint Wealth, LLC | 0.43% | Reduce -2.1% | 91,201 | $5.0M |
| Stonebrook Private Inc. | 1.09% | Add +202.9% | 91,158 | $5.0M |
| Asset Allocation Strategies LLC | 0.99% | Reduce -20.3% | 90,791 | $5.0M |
| Salomon & Ludwin, LLC | 0.45% | Add +12.2% | 89,062 | $5.0M |
| PFG Advisors | 0.20% | Add +18.1% | 88,115 | $4.9M |
| Clarus Wealth Advisors | 2.12% | Reduce -2.6% | 85,965 | $4.8M |
| &partners | 0.03% | Add +3.3% | 86,269 | $4.8M |
| Pacific Financial Group Inc. | 3.50% | Reduce -2.7% | 85,307 | $4.7M |
| RFG - Bristol Wealth Advisors, LLC | 1.36% | Add +0.0% | 85,141 | $4.7M |
| Citizens Financial Group Inc. | 0.06% | Reduce -0.6% | 84,672 | $4.7M |
| Members Wealth LLC | 2.95% | — | 84,020 | $4.7M |
| Golden State Wealth Management, LLC | 0.51% | Add +2.7% | 83,449 | $4.6M |
| Inspire Advisors, LLC | 0.44% | Reduce -2.0% | 83,320 | $4.6M |
| Waterloo Capital, L.P. | 0.34% | Add +15.4% | 81,845 | $4.5M |
| Sharkey, Howes & Javer | 0.57% | Reduce -5.6% | 79,920 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -16.1% | 78,795 | $4.4M |
| Partners in Financial Planning | 0.75% | Add +0.4% | 78,150 | $4.3M |
| Inman Jager Wealth Management, LLC | 2.75% | Add +6.5% | 77,759 | $4.3M |
| CreativeOne Wealth, LLC | 0.10% | Add +204.6% | 76,294 | $4.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.19% | Add +28.1% | 76,148 | $4.2M |
| United Advisor Group, LLC | 0.56% | Reduce -5.0% | 75,242 | $4.2M |
| Penobscot Wealth Management | 1.32% | Reduce -41.6% | 74,232 | $4.1M |
| Copia Wealth Management | 3.05% | Add +0.5% | 74,148 | $4.1M |
| Private Trust Co. NA | 0.36% | Reduce -17.7% | 73,571 | $4.1M |
| American Money Management, LLC | 0.67% | Reduce -1.7% | 72,956 | $4.0M |
| Captrust Financial Advisors | 0.01% | Add +1.2% | 72,806 | $4.0M |
| Capital Analysts, LLC | 0.12% | Add +22.3% | 71,891 | $4.0M |
| Ameritas Advisory Services, LLC | 0.26% | Reduce -1.1% | 71,613 | $4.0M |
| Milestone Asset Management Group, LLC | 2.49% | Add +3.6% | 71,471 | $4.0M |
| Topel & Distasi Wealth Management, LLC | 1.95% | No change | 71,279 | $3.9M |
| Red Tortoise LLC | 1.71% | Add +0.3% | 70,384 | $3.9M |
| Integrity Alliance, Llc. | 0.18% | Reduce -12.0% | 69,588 | $3.9M |
| MidAtlantic Capital Management, Inc. | 2.58% | Reduce -14.6% | 68,429 | $3.8M |
| Cary Street Partners Investment Advisory LLC | 1.57% | Add +1.8% | 67,906 | $3.8M |
| Visionary Wealth Advisors | 0.17% | Reduce -83.8% | 67,451 | $3.7M |
| US Bancorp \de | 0.00% | Add +7.6% | 67,279 | $3.7M |
| Glen Eagle Advisors, LLC | 0.51% | Add +4.9% | 66,268 | $3.7M |
| Natixis Advisors, LLC | 0.01% | Reduce -43.0% | 66,235 | $3.7M |
| Northern Capital Management, Inc. | 1.96% | Add +162.6% | 65,237 | $3.6M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -3.4% | 64,867 | $3.6M |
| JDM Financial Group LLC | 1.50% | Reduce -1.4% | 64,750 | $3.6M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -1.1% | 64,574 | $3.6M |
| Freedom Investment Management, Inc. | 0.94% | Reduce -44.4% | 64,507 | $3.6M |
| Burney Co./ | 0.11% | Reduce -3.2% | 64,399 | $3.6M |
| Keener Financial Planning LLC | 1.63% | Reduce -12.2% | 63,445 | $3.5M |
| Cornerstone Wealth Management, LLC | 0.19% | Reduce -0.8% | 63,413 | $3.5M |
| Comerica Bank | 0.01% | Reduce -11.7% | 62,393 | $3.5M |
| SVB Wealth LLC | 0.18% | Reduce -6.3% | 61,651 | $3.4M |
| Freestone Capital Holdings, LLC | 0.10% | New | 61,528 | $3.4M |
| American Investment Services, Inc. | 0.81% | Reduce -0.1% | 60,765 | $3.4M |
| Prospera Financial Services Inc | 0.06% | Reduce -2.3% | 59,977 | $3.3M |
| Brady Martz Wealth Solutions, LLC | 0.59% | No change | 59,176 | $3.3M |
| MBM Wealth Consultants, LLC | 0.80% | Add +1.5% | 58,445 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +991.2% | 58,161 | $3.2M |
| Keystone Financial Group | 0.25% | Add +6.1% | 57,969 | $3.2M |
| Tranquilli Financial Advisor LLC | 1.89% | Reduce -25.3% | 57,710 | $3.2M |
| Shum Financial Group, Inc. | 2.33% | — | 56,376 | $3.1M |
| Atria Investments, Inc | 0.04% | Reduce -18.1% | 55,672 | $3.1M |
| Prism Advisors, Inc. | 0.83% | Reduce -1.9% | 55,367 | $3.1M |
| Sovran Advisors, LLC | 0.27% | New | 54,747 | $3.1M |
| Money Concepts Capital Corp. | 0.19% | Add +9.7% | 55,091 | $3.0M |
| Vertex Planning Partners, LLC | 0.58% | Add +1.2% | 54,901 | $3.0M |
| PSI Advisors, LLC | 0.79% | Add +3.4% | 54,714 | $3.0M |
| Opal Wealth Advisors, LLC | 0.84% | Add +6.4% | 54,624 | $3.0M |
| Raab & Moskowitz Asset Management LLC | 0.67% | Reduce -0.1% | 54,498 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +5.9% | 54,365 | $3.0M |
| Global Financial Private Client, LLC | 1.06% | Reduce -0.1% | 53,641 | $3.0M |
| Simplicity Wealth,LLC | 0.17% | Reduce -7.1% | 53,413 | $3.0M |
| CORDA Investment Management, LLC. | 0.21% | Add +2.1% | 53,243 | $2.9M |
| WCG Wealth Advisors LLC | 0.18% | Reduce -2.1% | 53,154 | $2.9M |
| Secured Retirement Advisors, LLC | 1.64% | Reduce -2.4% | 52,985 | $2.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.2% | 52,912 | $2.9M |
| Friday Financial | 1.22% | Add +1.6% | 52,658 | $2.9M |
| Cubist Systematic Strategies, LLC | 0.04% | Add +220.3% | 52,642 | $2.9M |
| Kera Capital Partners, Inc. | 0.44% | Add +2.9% | 52,453 | $2.9M |
| Kensington Asset Management, LLC | 0.17% | New | 51,875 | $2.9M |
| Citigroup Inc. | 0.00% | Reduce -25.0% | 51,149 | $2.8M |
| Cordatus Wealth Management LLC | 0.67% | Reduce -5.6% | 51,069 | $2.8M |
| Yukon Wealth Management, Inc. | 0.93% | Add +0.5% | 51,003 | $2.8M |
| Axis Wealth Partners, LLC | 1.65% | Add +6.5% | 50,875 | $2.8M |
| Vance Wealth, LLC | 0.87% | Reduce -3.9% | 50,868 | $2.8M |
| Obsidian Cio, LLC | 0.37% | Add +9.1% | 50,765 | $2.8M |
| Tower Wealth Partners, Inc. | 1.54% | Add +7.3% | 50,711 | $2.8M |
| Faithward Advisors, LLC | 0.42% | Add +3.2% | 50,572 | $2.8M |
| Breakwater Capital Group | 0.41% | Reduce -8.3% | 50,564 | $2.8M |
| Demars Financial Group, LLC | 0.97% | Reduce -9.7% | 50,473 | $2.8M |
| Wealthgarden F.S. LLC | 1.93% | Add +0.3% | 48,444 | $2.7M |
| JT Stratford LLC | 0.36% | Add +2.6% | 48,556 | $2.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -17.5% | 48,313 | $2.7M |
| Norden Group LLC | 0.27% | Add +8.4% | 48,164 | $2.7M |
| 1ST Source Bank | 0.14% | Add +1.1% | 48,114 | $2.7M |
| Riverchase Wealth Management, LLC | 1.49% | No change | 47,549 | $2.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -5.6% | 47,132 | $2.6M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -58.7% | 46,335 | $2.6M |
| Chicago Partners Investment Group LLC | 0.07% | Add +22.7% | 44,282 | $2.5M |
| Innealta Capital, LLC | 1.24% | Reduce -5.1% | 44,799 | $2.5M |
| Stratos Investment Management, LLC | 0.10% | Reduce -0.9% | 44,352 | $2.5M |
| Wrenne Financial Planning LLC | 1.04% | Reduce -5.3% | 44,072 | $2.4M |
| Graney & King, LLC | 1.68% | Reduce -25.9% | 43,872 | $2.4M |
| Colton Groome Financial Advisors, LLC | 0.74% | Reduce -6.8% | 43,642 | $2.4M |
| ArborFi Advisors, LLC | 1.96% | Reduce -5.8% | 43,509 | $2.4M |
| Idaho Trust Co | 0.81% | Reduce -31.9% | 43,389 | $2.4M |
| Retirement Income Solutions, Inc. | 0.41% | Reduce -2.2% | 43,333 | $2.4M |
| Sunesis Advisors, LLC | 1.11% | — | 43,133 | $2.4M |
| FCG Investment Co | 1.12% | Add +8.9% | 43,111 | $2.4M |
| Certified Advisory Corp | 0.23% | Reduce -5.6% | 42,894 | $2.4M |
| My Personal CFO, LLC | 0.92% | New | 42,850 | $2.4M |
| Foundation Wealth Management, LLC\PA | 0.92% | No change | 42,850 | $2.4M |
| Slagle Financial, LLC | 0.87% | Add +29.9% | 42,654 | $2.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.3% | 42,576 | $2.4M |
| Ritholtz Wealth Management | 0.05% | Add +5.8% | 42,483 | $2.4M |
| WealthTrak Capital Management LLC | 1.93% | Add +5.2% | 42,423 | $2.3M |
| One Capital Management, LLC | 0.07% | Reduce -4.2% | 42,089 | $2.3M |
| Wells Financial Advisors INC | 3.10% | Reduce -4.3% | 41,845 | $2.3M |
| Alliance Wealth Advisors, LLC | 0.54% | Add +24.9% | 41,737 | $2.3M |
| Founders Financial Alliance, LLC | 0.43% | Add +17.2% | 41,607 | $2.3M |
| Independent Advisor Alliance | 0.06% | Add +14.8% | 41,209 | $2.3M |
| FF Advisors,LLC | 1.09% | Reduce -5.2% | 41,172 | $2.3M |
| Total Clarity Wealth Management, Inc. | 0.60% | Add +0.1% | 40,962 | $2.3M |
| Wealth Advisors Northwest LLC | 1.09% | Reduce -3.7% | 40,674 | $2.3M |
| Cornerstone Advisors Asset Management, LLC | 0.39% | Reduce -4.9% | 40,389 | $2.2M |
| CAP Partners, LLC | 1.26% | Add +6.5% | 40,218 | $2.2M |
| Lee Danner & Bass Inc. | 0.16% | Reduce -8.3% | 40,106 | $2.2M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -0.7% | 40,061 | $2.2M |
| Jacksonville Wealth Management, LLC | 1.62% | Add +29.6% | 39,962 | $2.2M |
| AdvisorNet Financial, Inc | 0.13% | Reduce -16.9% | 39,923 | $2.2M |
| Rehmann Capital Advisory Group | 0.12% | Add +36.4% | 39,754 | $2.2M |
| Onyx Bridge Wealth Group LLC | 0.24% | Add +35.6% | 39,520 | $2.2M |
| Manning & Napier Advisors LLC | 0.03% | Reduce -2.0% | 39,406 | $2.2M |
| Milestones Private Investment Advisors LLC | 1.46% | Add +1.1% | 38,577 | $2.1M |
| IFP Advisors, Inc | 0.06% | Add +16.5% | 38,527 | $2.1M |
| Coppell Advisory Solutions LLC | 0.23% | Add +27.3% | 38,562 | $2.1M |
| Smartleaf Asset Management LLC | 0.13% | Add +112.9% | 38,505 | $2.1M |
| MPWM Advisory Solutions, LLC | 1.25% | Reduce -0.3% | 38,049 | $2.1M |
| Seaside Wealth Management, Inc. | 0.62% | Reduce -2.2% | 37,753 | $2.1M |
| Florida Financial Advisors, LLC | 0.64% | Reduce -60.1% | 37,717 | $2.1M |
| Arkadios Wealth Advisors | 0.05% | Add +2.6% | 36,973 | $2.0M |
| Bristlecone Advisors, LLC | 0.17% | Add +0.0% | 36,904 | $2.0M |
| Affinity Capital Advisors, LLC | 0.31% | Add +0.7% | 36,360 | $2.0M |
| Janus Henderson Group PLC | 0.00% | Add +4.7% | 36,038 | $2.0M |
| Gotham Asset Management | 0.01% | No change | 35,774 | $2.0M |
| Valpey Financial Services, LLC | 1.30% | Add +0.5% | 35,764 | $2.0M |
| Intrua Financial, LLC | 0.23% | Add +19.5% | 35,640 | $2.0M |
| Cornerstone Wealth Group, LLC | 0.13% | Add +42.9% | 35,553 | $2.0M |
| Lanark Financial, Inc. | 0.15% | Add +1.2% | 34,853 | $1.9M |
| Laurel Wealth Advisors LLC | 0.27% | Add +0.3% | 34,623 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +6.9% | 34,285 | $1.9M |
| Tradewinds Capital Management, LLC | 0.42% | Add +0.2% | 34,044 | $1.9M |
| RDA Financial Network | 0.46% | Add +4.2% | 34,038 | $1.9M |
| Financial Network Wealth Advisors LLC | 2.06% | Add +23.9% | 34,011 | $1.9M |
| Eclectic Associates Inc. | 0.35% | Reduce -1.0% | 33,968 | $1.9M |
| Apella Capital, LLC | 0.04% | Add +294.3% | 34,205 | $1.9M |
| Weitzel Financial Services, Inc. | 0.76% | Add +0.3% | 34,069 | $1.9M |
| Level Four Advisory Services, LLC | 0.06% | Add +115.1% | 33,534 | $1.9M |
| Relyea Zuckerberg Hanson LLC | 0.19% | No change | 33,119 | $1.8M |
| Summit Investment Advisory Services, LLC | 0.73% | Reduce -1.2% | 32,986 | $1.8M |
| River Street Advisors LLC | 0.70% | Add +0.7% | 32,797 | $1.8M |
| Verdence Capital Advisors LLC | 0.10% | Add +79.3% | 31,932 | $1.8M |
| Quantinno Capital Management LP | 0.00% | Reduce -25.7% | 32,607 | $1.8M |
| Altman Advisors, Inc. | 0.69% | Add +4.4% | 138,664 | $1.8M |
| E&G Advisors, LLC | 0.42% | Reduce -0.5% | 32,267 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | No change | 32,000 | $1.8M |
| Lifeworks Advisors, LLC | 0.23% | Reduce -0.2% | 31,643 | $1.8M |
| Advyzon Investment Management, LLC | 0.30% | Add +130.9% | 31,259 | $1.7M |
| Twin Focus Capital Partners, LLC | 0.21% | Add +1.0% | 30,544 | $1.7M |
| Fidelis Capital Partners, LLC | 0.13% | Reduce -3.2% | 30,493 | $1.7M |
| Vise Technologies, Inc. | 0.06% | New | 30,382 | $1.7M |
| WealthShield Partners, LLC | 0.19% | Reduce -7.3% | 30,333 | $1.7M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -90.6% | 30,329 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 30,153 | $1.7M |
| BlackRock, Inc. | 0.00% | Reduce -22.6% | 29,844 | $1.7M |
| Redwood Financial Network Corp | 1.04% | Add +4.0% | 29,601 | $1.6M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.11% | Reduce -4.5% | 29,408 | $1.6M |
| Invesco Ltd. | 0.00% | Add +0.1% | 28,861 | $1.6M |
| Wealth Management Resources, Inc. | 0.52% | Reduce -2.5% | 28,830 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -56.1% | 28,800 | $1.6M |
| Fiduciary Trust Co | 0.02% | No change | 28,759 | $1.6M |
| Apollon Financial, LLC | 0.26% | Reduce -0.7% | 28,099 | $1.6M |
| Seven Mile Advisory | 0.25% | No change | 28,006 | $1.5M |
| Dagco, Inc. | 0.39% | Reduce -9.2% | 27,717 | $1.5M |
| Index Fund Advisors, Inc. | 0.07% | Add +0.2% | 27,680 | $1.5M |
| PFG Private Wealth Management, LLC | 0.68% | New | 27,357 | $1.5M |
| Integrity Wealth Solutions LLC | 0.68% | Add +1.2% | 27,357 | $1.5M |
| Capstone Wealth Management Group, LLC | 0.64% | Add +0.0% | 27,242 | $1.5M |
| Flagship Private Wealth, LLC | 0.60% | Reduce -1.2% | 27,185 | $1.5M |
| GTS Securities LLC | 0.06% | New | 27,074 | $1.5M |
| Liberty Square Wealth Partners LLC | 0.46% | No change | 27,000 | $1.5M |
| Redwood Investment Management, LLC | 0.16% | Add +1.3% | 26,962 | $1.5M |
| Private Client Services, LLC | 0.50% | Reduce -15.7% | 26,876 | $1.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.06% | Reduce -3.6% | 26,515 | $1.5M |
| OneAscent Financial Services LLC | 0.10% | Reduce -9.0% | 26,473 | $1.5M |
| Riverpoint Wealth Management Holdings, LLC | 0.32% | Reduce -10.3% | 26,258 | $1.5M |
| Bridgewealth Advisory Group, LLC | 0.34% | Reduce -7.6% | 26,231 | $1.5M |
| Fund Evaluation Group, LLC | 0.05% | New | 26,020 | $1.4M |
| Hutchinson Financial Advisors, INC | 1.41% | Reduce -15.3% | 25,921 | $1.4M |
| MKT Advisors LLC | 0.52% | Add +1.7% | 25,225 | $1.4M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -0.1% | 25,191 | $1.4M |
| CWA Asset Management Group, LLC | 0.05% | Reduce -2.9% | 25,110 | $1.4M |
| REDW Wealth LLC | 0.52% | Add +0.0% | 24,708 | $1.4M |
| Commonwealth Financial Services, LLC | 0.23% | Reduce -5.1% | 24,668 | $1.4M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +15.5% | 24,564 | $1.4M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +10.2% | 24,480 | $1.4M |
| MAI Capital Management | 0.01% | Add +2.1% | 24,355 | $1.3M |
| Boyum Wealth Architects LLC | 0.81% | Add +0.5% | 23,858 | $1.3M |
| Advisor OS, LLC | 0.11% | Add +12.0% | 23,790 | $1.3M |
| Diversified Portfolios, Inc. | 0.11% | Add +0.1% | 23,237 | $1.3M |
| Rik Saylor Financial, Inc. | 0.94% | Add +0.9% | 23,178 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Add +5.4% | 23,105 | $1.3M |
| Matauro, LLC | 0.20% | Add +3.6% | 22,901 | $1.3M |
| Ellevest, Inc. | 0.18% | Add +0.3% | 22,623 | $1.3M |
| White Pine Capital LLC | 0.36% | Add +18.3% | 22,482 | $1.2M |
| Calton & Associates, Inc. | 0.19% | Add +3.8% | 22,465 | $1.2M |
| Optivise Advisory Services LLC | 0.74% | Reduce -3.3% | 22,357 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -14.4% | 22,212 | $1.2M |
| PFG Investments, LLC | 0.06% | Add +49.5% | 22,115 | $1.2M |
| Savvy Advisors, Inc. | 0.06% | Add +14.9% | 21,982 | $1.2M |
| Fourth Dimension Wealth, LLC | 0.46% | Add +7.3% | 21,954 | $1.2M |
| Legacy Edge Advisors, LLC | 0.14% | Add +16.5% | 21,854 | $1.2M |
| Howard Wealth Management, LLC | 0.55% | Reduce -2.6% | 21,723 | $1.2M |
| Balefire, LLC | 0.24% | Add +109.5% | 21,577 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.09% | Add +1.5% | 21,575 | $1.2M |
| Redhawk Wealth Advisors, Inc. | 0.14% | Add +5.6% | 21,439 | $1.2M |
| Krilogy Financial LLC | 0.04% | New | 21,172 | $1.2M |
| Towerpoint Wealth, LLC | 0.48% | Reduce -0.1% | 21,278 | $1.2M |
| Tobias Financial Advisors, Inc. | 0.18% | Add +7.4% | 21,247 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -3.8% | 21,211 | $1.2M |
| Coastal Bridge Advisors, LLC | 0.09% | Add +1.8% | 21,076 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.3% | 21,008 | $1.2M |
| Tempus Wealth Planning, LLC | 0.27% | Add +48.7% | 20,925 | $1.2M |
| Advisors Capital Management, LLC | 0.01% | Reduce -0.4% | 20,893 | $1.2M |
| Schrum Private Wealth Management LLC | 0.84% | Add +0.3% | 20,799 | $1.2M |
| Peck Wealth Management, LLC | 1.10% | — | 20,749 | $1.1M |
| GGM Financial LLC | 0.58% | Reduce -2.0% | 20,731 | $1.1M |
| Root Financial Partners, LLC | 0.07% | Add +6.2% | 20,543 | $1.1M |
| Centerpoint Advisors, LLC | 0.35% | No change | 20,531 | $1.1M |
| Sequent Planning LLC | 0.32% | Add +10.5% | 20,268 | $1.1M |
| Frisch Financial Group, Inc. | 0.26% | Add +0.2% | 20,060 | $1.1M |
| Greenleaf Trust | 0.01% | No change | 19,105 | $1.1M |
| Old Mission Capital LLC | 0.04% | Reduce -52.0% | 18,741 | $1.0M |
| Triton Financial Group Inc | 0.69% | Add +0.3% | 18,639 | $1.0M |
| Bank of Montreal | 0.00% | Reduce -50.5% | 18,616 | $1.0M |
| Argent Trust Co | 0.04% | Reduce -2.6% | 18,573 | $1.0M |
| Spring Capital Management, LLC | 0.50% | No change | 18,490 | $1.0M |
| Tudor Investment Corporation | 0.01% | Add +85.0% | 18,341 | $1.0M |
| WJ Wealth Management, LLC | 0.44% | Reduce -53.2% | 17,936 | $1.0M |
| Regions Financial Corp. | 0.01% | Reduce -7.6% | 18,118 | $1.0M |
| Waldron Private Wealth LLC | 0.04% | No change | 17,922 | $992K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Reduce -5.3% | 17,752 | $982K |
| Rockland Trust Co. | 0.04% | New | 17,725 | $981K |
| Integrated Advisors Network LLC | 0.04% | Reduce -7.8% | 17,712 | $980K |
| Sanchez Wealth Management Group | 0.22% | Reduce -23.1% | 17,603 | $974K |
| Tidal Investments LLC | 0.00% | Reduce -59.2% | 17,541 | $971K |
| Community Bank, N.A. | 0.11% | Add +55.5% | 17,156 | $949K |
| Forthright Family Wealth Advisory LLC | 0.58% | New | 17,143 | $949K |
| WealthPLAN Partners, LLC | 0.14% | Reduce -7.1% | 17,030 | $942K |
| Lansing Street Advisors | 0.25% | Add +0.3% | 16,942 | $937K |
| M3 Advisory Group, LLC | 0.58% | Add +6.1% | 16,837 | $932K |
| Mason Investment Advisory Services, Inc. | 0.05% | Add +0.1% | 16,584 | $918K |
| Bokf, NA | 0.01% | Add +336.8% | 16,565 | $917K |
| Brown Miller Wealth Management, LLC | 0.26% | Add +4.9% | 16,444 | $910K |
| RKL Wealth Management LLC | 0.08% | Add +0.5% | 16,193 | $896K |
| Headland Capital, LLC | 0.25% | Add +0.2% | 15,989 | $885K |
| Financial Insights, Inc. | 0.29% | Add +5.3% | 15,928 | $881K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | No change | 15,873 | $878K |
| Integrated Capital Management, Inc. | 0.61% | Add +197.3% | 15,860 | $878K |
| Barnes Wealth Management Group, Inc | 0.48% | Reduce -9.2% | 15,796 | $874K |
| Ironwood Financial, llc | 0.15% | No change | 15,597 | $863K |
| Sfmg, LLC | 0.06% | New | 15,479 | $856K |
| Sequent Asset Management, LLC | 0.41% | No change | 15,421 | $853K |
| Principal Securities, Inc. | 0.01% | Add +11.9% | 15,348 | $849K |
| Baker Tilly Wealth Management, LLC | 0.19% | Add +11.8% | 15,334 | $848K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.34% | Add +0.2% | 15,276 | $845K |
| Lantern Wealth Advisors, LLC | 0.44% | Add +4.3% | 15,081 | $834K |
| Emergent Wealth Advisors, LLC | 0.48% | Add +0.7% | 14,974 | $829K |
| Wealthstream Advisors, Inc. | 0.12% | No change | 14,932 | $826K |
| Drive Wealth Management, LLC | 0.17% | Reduce -6.4% | 14,850 | $822K |
| Lowery Thomas, LLC | 0.47% | Reduce -3.5% | 14,837 | $821K |
| Coordinated Financial Services, Inc. | 0.53% | Add +7.7% | 14,835 | $821K |
| Awm Capital, LLC | 0.07% | Add +0.5% | 14,768 | $817K |
| RHS Financial, LLC | 0.42% | Add +62.7% | 14,750 | $816K |
| Lantz Financial LLC | 0.18% | Add +0.3% | 14,705 | $814K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -14.2% | 14,683 | $812K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 14,624 | $809K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.2% | 14,614 | $809K |
| AIFG Consultants Ltd. | 1.42% | Reduce -0.2% | 14,598 | $808K |
| Ritter Daniher Financial Advisory LLC / DE | 0.14% | Add +6206.5% | 14,568 | $806K |
| Pathstone Holdings, LLC | 0.00% | Add +2.8% | 14,480 | $801K |
| ForthRight Wealth Management, LLC | 0.23% | Reduce -0.1% | 14,188 | $785K |
| Triad Wealth Partners, LLC | 0.10% | Add +261.1% | 14,121 | $781K |
| SageView Advisory Group, LLC | 0.03% | Reduce -0.3% | 14,035 | $777K |
| Advance Capital Management, Inc. | 0.03% | Reduce -5.8% | 13,935 | $771K |
| Sowell Financial Services LLC | 0.03% | Reduce -11.5% | 13,841 | $766K |
| BCGM Wealth Management, LLC | 0.20% | Reduce -1.9% | 13,756 | $761K |
| Caldwell Trust Co | 0.07% | No change | 13,699 | $758K |
| Alpha Zero LLC | 0.44% | No change | 13,610 | $753K |
| LBMC Investment Advisors, LLC | 0.05% | Add +0.5% | 13,535 | $749K |
| Frazier Financial Advisors, LLC | 0.46% | Reduce -6.0% | 13,524 | $748K |
| Hirtle & Co., LLC | 0.03% | No change | 13,497 | $747K |
| First National Bank of Omaha | 0.05% | No change | 13,456 | $745K |
| KM Capital Management Ltd. | 0.34% | Add +19.7% | 13,429 | $743K |
| McGlone Suttner Wealth Management, Inc. | 0.10% | Reduce -22.9% | 13,392 | $741K |
| Fortune 45 LLC | 0.37% | Reduce -0.5% | 13,236 | $730K |
| GM Advisory Group, LLC | 0.03% | No change | 13,106 | $725K |
| Wallington Asset Management, LLC | 0.09% | Reduce -2.6% | 13,100 | $725K |
| Embree Financial Group | 0.10% | Add +0.5% | 13,048 | $722K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +11.4% | 12,982 | $718K |
| Serenus Wealth Advisors, LLC | 0.12% | Add +0.1% | 12,979 | $718K |
| Glass Jacobson Investment Advisors llc | 0.26% | Reduce -4.2% | 12,882 | $713K |
| FineMark National Bank & Trust | 0.02% | Add +123.4% | 12,655 | $700K |
| Signal Advisors Wealth, LLC | 0.06% | Reduce -95.5% | 12,648 | $700K |
| Warren Street Wealth Advisors, LLC | 0.21% | Add +2.6% | 12,629 | $699K |
| McDonald Partners LLC | 0.21% | Reduce -6.3% | 12,506 | $692K |
| HF Advisory Group, LLC | 0.25% | Reduce -1.3% | 12,485 | $691K |
| 4WEALTH Advisors, Inc. | 0.64% | Reduce -1.9% | 12,452 | $689K |
| Empirical Asset Management, LLC | 0.19% | Add +7.2% | 12,445 | $689K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.6% | 12,388 | $685K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +114.6% | 12,113 | $670K |
| Consolidated Portfolio Review Corp | 0.08% | Add +12.3% | 12,035 | $666K |
| 626 Financial, LLC | 0.29% | No change | 12,026 | $665K |
| Copley Financial Group, Inc. | 0.45% | Reduce -3.2% | 11,977 | $663K |
| Kirkwood Financial Services | 0.24% | — | 11,950 | $661K |
| Richmond Investment Services, LLC | 0.12% | Add +6.3% | 11,924 | $660K |
| Castleview Partners, LLC | 0.35% | Reduce -9.7% | 11,799 | $653K |
| Beacon Financial Group | 0.06% | No change | 11,793 | $653K |
| Brass Tax Wealth Management, Inc. | 0.11% | Reduce -3.4% | 11,765 | $651K |
| Choreo, LLC | 0.01% | Add +6.1% | 11,727 | $649K |
| MGB Wealth Management, LLC | 0.18% | Reduce -12.4% | 11,702 | $647K |
| NewEdge Wealth, LLC | 0.01% | Add +0.9% | 11,549 | $645K |
| Realta Investment Advisors | 0.21% | Reduce -5.9% | 11,560 | $640K |
| First Trust Advisors LP | 0.00% | Add +1.5% | 11,546 | $639K |
| Mather Group, Llc. | 0.01% | Reduce -5.7% | 11,525 | $638K |
| Fortis Group Advisors, LLC | 0.11% | Reduce -0.3% | 11,368 | $636K |
| Mma Asset Management LLC | 0.21% | Add +100.1% | 11,474 | $635K |
| Investments & Financial Planning, LLC | 0.34% | Reduce -5.0% | 11,402 | $631K |
| Vestia Personal Wealth Advisors | 0.33% | Add +0.3% | 11,302 | $625K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.1% | 11,292 | $625K |
| Alteri Wealth LLC | 0.21% | Add +12.7% | 11,243 | $622K |
| Liberty Wealth Management LLC | 0.09% | Add +36.9% | 11,242 | $622K |
| HBW Advisory Services LLC | 0.07% | Add +7.6% | 11,201 | $620K |
| Brown Advisory Inc. | 0.00% | Reduce -8.6% | 11,188 | $619K |
| Syon Capital LLC | 0.03% | Reduce -4.5% | 11,118 | $615K |
| Jacobi Capital Management LLC | 0.04% | Reduce -8.7% | 11,113 | $615K |
| Colonial River Investments, LLC | 0.23% | Reduce -31.5% | 11,098 | $614K |
| Wallace Advisory Group, LLC | 0.49% | Add +2.9% | 11,593 | $607K |
| Diversified Enterprises, LLC | 0.04% | Add +8.7% | 10,924 | $604K |
| PMG Wealth Management, Inc. | 0.46% | No change | 10,867 | $600K |
| Aviso Wealth Management | 0.26% | Reduce -0.9% | 10,779 | $596K |
| Composition Wealth, LLC | 0.01% | Add +1.5% | 10,777 | $596K |
| Continuum Advisory, LLC | 0.06% | Reduce -21.9% | 10,771 | $596K |
| Carnegie Investment Counsel | 0.01% | No change | 10,739 | $594K |
| Brand Asset Management Group, Inc. | 0.17% | New | 10,658 | $590K |
| Smithfield Trust Co | 0.03% | No change | 10,600 | $584K |
| Wedbush Securities Inc. | 0.02% | Add +116.2% | 10,555 | $584K |
| Detalus Advisors, LLC | 0.15% | No change | 10,539 | $583K |
| Centaurus Financial, Inc. | 0.03% | Reduce -6.7% | 10,508 | $581K |
| Altfest L J & Co. Inc. | 0.06% | Add +1.8% | 10,499 | $581K |
| HUB Investment Partners, LLC | 0.02% | Reduce -5.0% | 10,366 | $574K |
| Prospect Financial Services LLC | 0.33% | Add +10.2% | 10,223 | $566K |
| DGS Capital Management, LLC | 0.10% | Reduce -2.0% | 10,130 | $560K |
| Pinnacle Bancorp, Inc. | 0.16% | Reduce -7.2% | 9,974 | $552K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +90.4% | 9,836 | $544K |
| Sei Investments Co. | 0.00% | Add +6.4% | 9,782 | $541K |
| Pathway Financial Advisors LLC | 0.07% | No change | 9,730 | $538K |
| Strategic Blueprint, LLC | 0.02% | Add +3.0% | 9,687 | $536K |
| Arbor Wealth Advisors LLC | 0.40% | No change | 9,650 | $534K |
| Darrow Company, Inc. | 0.25% | Add +0.3% | 9,500 | $532K |
| Kovack Advisors, Inc. | 0.05% | Reduce -10.9% | 9,432 | $522K |
| LGT Financial Advisors LLC | 1.12% | Reduce -32.1% | 9,415 | $521K |
| KPP Advisory Services LLC | 0.07% | Add +0.9% | 9,133 | $505K |
| Investment Partners, LTD. | 0.18% | No change | 9,002 | $498K |
| Kestra Investment Management, LLC | 0.01% | Add +9.5% | 8,943 | $495K |
| ORG Partners LLC | 0.09% | No change | 8,840 | $489K |
| MBL Wealth, LLC | 0.04% | No change | 8,840 | $489K |
| YHB Investment Advisors, Inc. | 0.04% | Add +1.9% | 8,745 | $484K |
| Trueblood Wealth Management, LLC | 0.19% | Add +0.3% | 8,686 | $481K |
| Vanguard Group Inc. | 0.00% | Add +13.4% | 8,684 | $481K |
| Kraematon Investment Advisors, Inc. | 0.41% | Add +0.2% | 8,606 | $476K |
| Crescent Sterling, Ltd. | 0.50% | Add +1.1% | 8,588 | $475K |
| Bogart Wealth, LLC | 0.02% | Reduce -42.4% | 8,543 | $473K |
| Oarsman Capital, Inc. | 0.07% | Reduce -0.0% | 8,527 | $472K |
| Bluesphere Advisors LLC | 0.21% | No change | 8,461 | $468K |
| Trustmark Bank Trust Department | 0.03% | Reduce -0.3% | 8,458 | $468K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Reduce -2.8% | 8,346 | $462K |
| Acute Investment Advisory, LLC | 3.87% | Reduce -19.8% | 8,326 | $461K |
| Portland Financial Advisors Inc | 0.98% | No change | 8,290 | $459K |
| Compass Financial Services Inc | 0.20% | Add +0.1% | 8,268 | $457K |
| Sage Mountain Advisors LLC | 0.03% | Add +5.0% | 8,248 | $456K |
| Annex Advisory Services, LLC | 0.01% | New | 8,234 | $456K |
| Tilson Financial Group, Inc. | 0.15% | Reduce -8.8% | 8,226 | $455K |
| Cowa, LLC | 0.16% | Reduce -26.8% | 8,200 | $454K |
| Dynamic Financial Group | 0.39% | Add +1.4% | 8,182 | $453K |
| BridgePort Financial Solutions, LLC | 0.12% | Add +0.4% | 8,153 | $451K |
| Garden State Investment Advisory Services LLC | 0.11% | Reduce -27.2% | 8,090 | $448K |
| First Financial Bank - Trust Division | 0.04% | No change | 8,054 | $446K |
| Bill Few Associates, Inc. | 0.11% | Add +14.9% | 8,050 | $445K |
| GDS Wealth Management | 0.03% | Reduce -0.1% | 8,048 | $445K |
| Rossby Financial, LCC | 0.15% | Reduce -10.8% | 8,022 | $445K |
| Clarity Capital Advisors, LLC | 0.24% | No change | 8,021 | $444K |
| Rossmore Private Capital | 0.05% | No change | 7,999 | $443K |
| Lynx Investment Advisory | 0.26% | Add +0.5% | 7,960 | $440K |
| Johnson Wealth Management, LLC | 0.24% | — | 7,937 | $439K |
| MCF Advisors LLC | 0.03% | No change | 7,767 | $430K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -2.9% | 7,700 | $426K |
| Regal Investment Advisors LLC | 0.03% | No change | 7,634 | $422K |
| Narus Financial Partners, LLC | 0.11% | Reduce -3.5% | 7,581 | $419K |
| Thrive Capital Management, LLC | 0.11% | Add +19.1% | 7,518 | $416K |
| Somerset Trust Co | 0.13% | Reduce -3.1% | 7,486 | $414K |
| Acorn Wealth Advisors, LLC | 0.13% | Reduce -17.8% | 7,473 | $414K |
| Evergreen Capital Management LLC | 0.01% | No change | 7,469 | $413K |
| FWG Investments, LLC. | 0.28% | Add +0.5% | 7,453 | $412K |
| Atlas Private Wealth Advisors | 0.10% | Add +64.6% | 7,417 | $410K |
| Venture Visionary Partners LLC | 0.01% | Reduce -94.6% | 7,398 | $409K |
| Cahaba Wealth Management, Inc. | 0.03% | No change | 7,359 | $407K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +12.7% | 7,334 | $406K |
| Prairieview Wealth Partners, LLC | 0.38% | Add +0.0% | 7,323 | $405K |
| Cascade Investment Advisors, Inc. | 0.24% | No change | 7,275 | $403K |
| Truepoint, Inc. | 0.01% | No change | 7,271 | $402K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.6% | 7,204 | $399K |
| Drucker Wealth 3.0, LLC | 0.07% | Reduce -3.6% | 7,203 | $399K |
| GeoWealth Management, LLC | 0.01% | Add +7.5% | 7,160 | $396K |
| Allie Family Office LLC | 0.19% | New | 7,159 | $396K |
| Wealth Advisory Solutions, LLC | 0.10% | Add +0.3% | 7,154 | $396K |
| SCS Capital Management LLC | 0.00% | No change | 7,131 | $395K |
| Keebeck Wealth Management | 0.05% | No change | 7,116 | $394K |
| Iowa State Bank | 0.07% | No change | 7,100 | $393K |
| Retirement Planning Co of New England, Inc. | 0.16% | Reduce -2.7% | 7,067 | $391K |
| Firethorn Wealth Partners, LLC | 0.15% | New | 7,060 | $391K |
| McMill Wealth Management | 0.11% | No change | 7,054 | $390K |
| Nwam LLC | 0.02% | Add +0.0% | 6,984 | $390K |
| Mayfair Advisory Group, LLC | 0.17% | No change | 7,018 | $388K |
| Grandview Asset Management LLC | 0.11% | Add +2.0% | 6,980 | $386K |
| Rothschild Wealth LLC | 0.08% | Add +2.9% | 6,975 | $386K |
| Franklin Resources Inc. | 0.00% | Reduce -99.0% | 6,951 | $385K |
| WNY Asset Management, LLC | 0.04% | Reduce -0.2% | 6,935 | $384K |
| Mustard Seed Financial, LLC | 0.25% | Reduce -1.4% | 6,914 | $383K |
| Caprock Group, LLC | 0.01% | — | 6,939 | $379K |
| Cerro Pacific Wealth Advisors LLC | 0.10% | Reduce -32.2% | 6,846 | $379K |
| Vectors Research Management, LLC | 0.12% | New | 6,798 | $376K |
| ETF Store, Inc. | 0.40% | Add +28.8% | 6,783 | $375K |
| Greystone Financial Group, LLC | 0.06% | No change | 6,773 | $375K |
| GC Wealth Management RIA, LLC | 0.01% | No change | 6,753 | $374K |
| Ballast, Inc. | 0.09% | Reduce -17.7% | 6,706 | $371K |
| Mullaney, Keating & Wright, Inc. | 0.21% | Add +0.4% | 6,697 | $371K |
| Stiles Financial Services Inc | 0.12% | Add +47.3% | 6,676 | $369K |
| Keybank National Association | 0.00% | Add +36.5% | 6,599 | $365K |
| Key Client Fiduciary Advisors, LLC | 0.12% | Add +1.3% | 6,513 | $360K |
| Vawter Financial, Ltd. | 0.16% | New | 6,482 | $359K |
| Compound Planning, Inc. | 0.01% | Reduce -5.1% | 6,479 | $358K |
| Orange Investment Advisors, Inc. | 0.04% | Reduce -3.1% | 6,462 | $358K |
| Richard W. Paul & Associates, LLC | 0.12% | Reduce -5.2% | 6,436 | $356K |
| SMART Wealth LLC | 0.13% | Add +17.3% | 6,410 | $355K |
| Twelve Points Wealth Management LLC | 0.09% | Reduce -4.3% | 6,400 | $354K |
| Pennington Partners & Co., LLC | 0.17% | No change | 6,372 | $353K |
| Clearstead Advisors, LLC | 0.01% | No change | 6,358 | $352K |
| Curran Financial Partners, LLC | 0.07% | Reduce -0.1% | 6,327 | $350K |
| Old Second National Bank of Aurora | 0.07% | Reduce -1.2% | 6,323 | $350K |
| Mission Creek Capital Partners, Inc. | 0.07% | No change | 6,273 | $347K |
| LCNB Corp. | 0.12% | No change | 6,250 | $346K |
| Sterling Investment Counsel, LLC | 0.11% | New | 6,217 | $344K |
| Hengehold Capital Management LLC | 0.03% | No change | 6,192 | $343K |
| AlphaCore Capital LLC | 0.01% | Add +0.5% | 6,179 | $342K |
| Brio Consultants, LLC | 0.05% | Reduce -3.9% | 6,154 | $341K |
| Twin Peaks Wealth Advisors, LLC | 0.12% | Reduce -10.8% | 6,144 | $340K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -13.0% | 6,176 | $339K |
| Berkeley, Inc | 0.11% | No change | 6,104 | $338K |
| Roehl & Yi Investment Advisors, LLC | 0.15% | No change | 6,060 | $335K |
| Florida Trust Wealth Management Co | 0.01% | No change | 6,046 | $335K |
| Focused Wealth Management, Inc | 0.04% | Add +0.4% | 6,033 | $334K |
| Ieq Capital, LLC | 0.00% | Add +0.5% | 6,022 | $333K |
| Soltis Investment Advisors LLC | 0.02% | Add +5.3% | 5,984 | $331K |
| Wilkins Miller Wealth Management, LLC | 0.20% | Add +2.9% | 5,980 | $331K |
| Capital Square, LLC | 0.17% | Add +9.8% | 5,974 | $331K |
| Mascagni Wealth Management, Inc. | 0.26% | Reduce -9.0% | 5,963 | $330K |
| Pinion Investment Advisors, LLC | 0.09% | No change | 5,860 | $330K |
| Sharper & Granite LLC | 0.12% | Reduce -5.6% | 5,953 | $329K |
| Gill Capital Partners, LLC | 0.10% | No change | 5,918 | $327K |
| Evolution Wealth Advisors, LLC | 0.04% | No change | 5,900 | $326K |
| Tidemark, LLC | 0.09% | Add +0.1% | 5,887 | $326K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 5,885 | $326K |
| GoalVest Advisory LLC | 0.07% | No change | 5,860 | $324K |
| Empower Advisory Group, LLC | 0.00% | Reduce -37.7% | 5,850 | $324K |
| Essex Bank | 0.07% | No change | 5,847 | $324K |
| Smallwood Wealth Investment Management, LLC | 0.17% | No change | 5,842 | $323K |
| Ballentine Partners, LLC | 0.00% | Reduce -8.4% | 5,826 | $322K |
| First Community Trust NA | 0.25% | No change | 5,820 | $322K |
| Hancock Whitney Corp. | 0.01% | No change | 5,796 | $321K |
| WealthPlan Investment Management, LLC | 0.02% | Add +1.0% | 5,770 | $319K |
| Cibc World Market Inc. | 0.00% | Reduce -35.5% | 5,762 | $319K |
| Reyes Financial Architecture, Inc. | 0.22% | No change | 5,747 | $318K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.0% | 5,718 | $316K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -17.1% | 5,657 | $313K |
| Heritage Family Offices, LLP | 0.14% | Reduce -4.3% | 5,572 | $308K |
| Interchange Capital Partners, LLC | 0.06% | No change | 5,501 | $304K |
| Neuberger Berman Group LLC | 0.00% | New | 5,472 | $303K |
| International Assets Investment Management, LLC | 0.02% | No change | 5,702 | $301K |
| Tranquility Partners, LLC | 0.10% | Reduce -4.5% | 5,420 | $300K |
| Claro Advisors Inc. | 0.04% | Reduce -22.0% | 5,398 | $299K |
| Johnson Financial Group, Inc. | 0.01% | No change | 5,365 | $297K |
| DAVENPORT & Co LLC | 0.00% | Add +1.3% | 5,345 | $296K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +3.9% | 5,283 | $292K |
| Everhart Financial Group, Inc. | 0.03% | New | 5,275 | $292K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.5% | 5,230 | $289K |
| Provenance Wealth Advisors, LLC | 0.04% | No change | 5,211 | $288K |
| Signaturefd, LLC | 0.00% | Add +0.8% | 5,195 | $287K |
| JMG Financial Group, Ltd. | 0.01% | New | 5,190 | $287K |
| Evoke Wealth, LLC | 0.01% | New | 5,190 | $287K |
| Erickson Financial Group, LLC | 0.18% | No change | 5,182 | $287K |
| Wise Wealth Partners | 0.44% | No change | 5,173 | $286K |
| Silverlake Wealth Management LLC | 0.07% | Reduce -27.4% | 5,152 | $285K |
| Chris Bulman Inc | 0.14% | Add +24.7% | 5,138 | $284K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -19.1% | 5,137 | $284K |
| Ariadne Wealth Management, LP | 0.13% | No change | 5,029 | $283K |
| Byrne Financial Freedom, LLC | 0.14% | No change | 5,100 | $282K |
| Legacy Financial Advisors, Inc. | 0.04% | New | 5,076 | $281K |
| Fiduciary Group, LLC | 0.02% | Add +3.8% | 5,070 | $281K |
| Droms Strauss Advisors Inc. /Mo/ | 0.08% | No change | 5,021 | $278K |
| Valtrion Capital Management, LLC | 0.30% | New | 5,020 | $278K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 4,994 | $276K |
| SFG Wealth Management, LLC. | 0.12% | Reduce -9.2% | 4,953 | $274K |
| Chicago Wealth Management, Inc. | 0.12% | No change | 4,949 | $274K |
| Cambridge Advisors Inc. | 0.05% | Reduce -3.6% | 4,945 | $274K |
| Financial Management Network Inc. | 0.05% | New | 4,901 | $274K |
| IFS Group,LLC | 0.24% | — | 4,913 | $273K |
| Leo Wealth, LLC | 0.04% | Reduce -15.2% | 4,901 | $271K |
| Norris Perne & French LLP | 0.02% | No change | 4,854 | $269K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 4,848 | $268K |
| Hurley Capital, LLC | 0.15% | Reduce -70.2% | 4,830 | $267K |
| Marion Wealth Management | 0.06% | Add +0.5% | 4,816 | $266K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +7.8% | 4,815 | $266K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -27.8% | 4,815 | $266K |
| Arrowroot Family Office, LLC | 0.11% | Reduce -3.1% | 4,773 | $264K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 4,734 | $262K |
| Global View Capital Management LLC | 0.06% | New | 4,728 | $262K |
| Fusion Family Wealth, LLC | 0.02% | No change | 4,706 | $260K |
| Black Diamond Financial, LLC | 0.03% | New | 4,695 | $260K |
| Equity Wealth Partners, LLC | 0.21% | — | 4,674 | $259K |
| Elm Partners Management LLC | 0.01% | New | 4,674 | $259K |
| Tactive Advisors, LLC | 0.07% | Reduce -8.0% | 4,600 | $255K |
| HB Wealth Management, LLC | 0.00% | New | 4,592 | $254K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Reduce -1.0% | 4,582 | $253K |
| Principle Wealth Partners LLC | 0.01% | No change | 4,534 | $251K |
| Americana Partners, LLC | 0.01% | Add +3.0% | 4,517 | $250K |
| Accel Wealth Management | 0.07% | Reduce -17.7% | 4,517 | $250K |
| Fiduciary Alliance LLC | 0.02% | Reduce -2.5% | 4,498 | $249K |
| NWF Advisory Services Inc. | 0.03% | New | 4,470 | $247K |
| Choate Investment Advisors | 0.01% | Add +5.6% | 4,454 | $246K |
| Goldstein Advisors, LLC | 0.03% | No change | 4,434 | $245K |
| Midwest Trust Co | 0.00% | New | 4,427 | $245K |
| Tribridge Partners Financial LLC | 0.11% | New | 4,393 | $244K |
| Fisher Asset Management | 0.00% | New | 4,388 | $243K |
| Valued Retirements, Inc. | 0.27% | No change | 4,631 | $242K |
| PUREfi Wealth, LLC | 0.19% | Reduce -0.8% | 4,355 | $241K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.9% | 4,349 | $241K |
| LexAurum Advisors, LLC | 0.03% | No change | 4,328 | $239K |
| Phillips Financial Management, LLC | 0.02% | Add +343.5% | 4,320 | $239K |
| Grantvest Financial Group LLC | 0.16% | Reduce -4.6% | 4,317 | $239K |
| Kaizen Financial Strategies | 0.11% | New | 4,265 | $236K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -14.1% | 4,273 | $236K |
| Howard Capital Management Group, LLC | 0.01% | No change | 4,273 | $236K |
| Second Line Capital, LLC | 0.05% | Add +3.0% | 4,254 | $235K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -1.2% | 4,192 | $232K |
| Forza Wealth Management, LLC | 0.09% | No change | 4,165 | $230K |
| Mach-1 Financial Group, LLC | 0.04% | New | 4,165 | $230K |
| Integrity Advisory Solutions, LLC | 0.04% | — | 4,165 | $230K |
| Note Advisors, LLC | 0.14% | Add +4.9% | 4,145 | $229K |
| Wealth Alliance, LLC | 0.02% | New | 4,142 | $229K |
| Innovative Wealth Building LLC | 0.18% | Add +1.0% | 4,136 | $229K |
| TCTC Holdings, LLC | 0.01% | No change | 4,123 | $228K |
| Westbourne Investments, Inc. | 0.11% | No change | 4,075 | $228K |
| Providence Financial Advisors, LLC | 0.22% | — | 4,122 | $228K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 4,083 | $226K |
| Veracity Capital LLC | 0.07% | No change | 4,076 | $226K |
| Hopwood Financial Services, Inc. | 0.15% | No change | 4,021 | $222K |
| Cascade Financial Partners, LLC | 0.03% | No change | 4,000 | $221K |
| Delta Capital Management LLC | 0.12% | No change | 4,000 | $221K |
| Tucker Asset Management LLC | 0.07% | No change | 3,923 | $217K |
| Eldridge Investment Advisors, Inc. | 0.05% | Reduce -19.9% | 3,912 | $216K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 3,903 | $216K |
| Asio Capital, LLC | 0.03% | No change | 3,903 | $216K |
| Winch Advisory Services, LLC | 0.05% | Reduce -4.4% | 3,867 | $214K |
| Mountain Capital Investment Advisors Inc. | 0.04% | Reduce -5.3% | 3,853 | $214K |
| Benchmark Financial Wealth Advisors, LLC | 0.06% | Add +0.4% | 3,850 | $213K |
| Costello Asset Management, INC | 0.07% | Reduce -6.5% | 3,835 | $212K |
| Glassman Wealth Services | 0.03% | No change | 3,833 | $212K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Reduce -10.8% | 3,830 | $212K |
| Crews Bank & Trust | 0.03% | No change | 3,816 | $211K |
| Invera Wealth Advisors, LLC | 0.13% | New | 3,809 | $211K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 3,736 | $207K |
| White Lighthouse Investment Management Inc. | 0.03% | New | 3,721 | $206K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 3,693 | $204K |
| Squarepoint Ops LLC | 0.00% | New | 3,683 | $204K |
| Bernardo Wealth Planning LLC | 0.04% | New | 3,670 | $203K |
| Stonebridge Financial Planning Group, LLC | 0.08% | New | 3,652 | $202K |
| Rockline Wealth Management, LLC | 0.04% | Reduce -7.3% | 3,647 | $202K |
| Montz Harcus Wealth Management LLC | 0.09% | New | 3,646 | $202K |
| Cape Investment Advisory, Inc. | 0.20% | Reduce -43.0% | 3,646 | $202K |
| HBK Sorce Advisory LLC | 0.01% | New | 3,642 | $201K |
| Emerald Advisors, LLC | 0.03% | New | 3,622 | $200K |
| Concord Wealth Partners | 0.03% | Reduce -31.4% | 3,613 | $200K |
| Rothschild Investment LLC | 0.01% | No change | 3,546 | $196K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 3,450 | $191K |
| LRI Investments, LLC | 0.02% | No change | 3,383 | $187K |
| Creekmur Asset Management LLC | 0.03% | Reduce -15.4% | 3,364 | $186K |
| Topsail Wealth Management, LLC | 0.03% | No change | 3,275 | $181K |
| Evermay Wealth Management LLC | 0.02% | No change | 3,179 | $176K |
| Pin Oak Investment Advisors Inc. | 0.12% | No change | 3,026 | $167K |
| Ancora Advisors LLC | 0.00% | No change | 3,019 | $167K |
| Sunbelt Securities, Inc. | 0.01% | Add +374.5% | 2,975 | $165K |
| Blue Trust, Inc. | 0.00% | Add +107.7% | 2,812 | $156K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -11.7% | 2,798 | $155K |
| Colonial Trust Co / SC | 0.02% | No change | 2,800 | $154K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 2,774 | $153K |
| Operose Advisors LLC | 0.04% | Add +3.4% | 2,767 | $153K |
| Heritage Wealth Advisors | 0.01% | Add +13.4% | 2,494 | $138K |
| National Bank of Canada | 0.00% | Reduce -31.5% | 2,466 | $136K |
| Darwin Wealth Management, LLC | 0.04% | Reduce -15.0% | 2,446 | $135K |
| Clear Investment Research, LLC | 0.18% | Add +0.5% | 2,386 | $132K |
| Noble Wealth Management PBC | 0.07% | — | 2,318 | $128K |
| Murphy & Mullick Capital Management Corp | 0.09% | No change | 2,303 | $127K |
| Urban Financial Advisory Corp | 0.06% | Add +0.4% | 2,269 | $126K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 2,235 | $124K |
| TD Private Client Wealth LLC | 0.00% | Reduce -16.8% | 2,164 | $120K |
| Guerra Advisors Inc | 0.04% | New | 2,025 | $112K |
| Bare Financial Services, Inc | 0.03% | No change | 2,000 | $111K |
| Trust Co. of Vermont | 0.00% | No change | 1,912 | $106K |
| NBT Bank, N.A. | 0.01% | Reduce -6.0% | 999 | $105K |
| Hantz Financial Services, Inc. | 0.00% | Add +3075.0% | 1,905 | $105K |
| Evolution Wealth Management Inc. | 0.10% | Reduce -32.5% | 1,841 | $102K |
| Dunhill Financial, LLC | 0.03% | New | 1,683 | $93K |
| Main Street Group, LTD | 0.03% | Add +0.4% | 1,635 | $90K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 1,627 | $90K |
| Coston, McIsaac & Partners | 0.02% | No change | 1,628 | $90K |
| Howe & Rusling Inc. | 0.01% | Reduce -51.8% | 1,618 | $90K |
| Pacific Center for Financial Services | 0.02% | New | 1,580 | $87K |
| Archer Investment Corp | 0.02% | Add +51.5% | 1,515 | $84K |
| Pinney & Scofield, Inc. | 0.05% | No change | 1,514 | $84K |
| Nvwm, LLC | 0.02% | No change | 1,461 | $81K |
| Westside Investment Management, Inc. | 0.01% | Add +37.7% | 1,438 | $80K |
| Crowley Wealth Management, Inc. | 0.06% | No change | 1,322 | $73K |
| Painted Porch Advisors LLC | 0.03% | New | 1,320 | $73K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,290 | $71K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2830.2% | 1,260 | $70K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Add +0.8% | 1,253 | $69K |
| Asset Dedication, LLC | 0.00% | No change | 1,212 | $67K |
| Optimum Investment Advisors | 0.03% | No change | 1,200 | $66K |
| First Financial Corp. | 0.03% | No change | 1,157 | $64K |
| MJT & Associates Financial Advisory Group, Inc. | 0.05% | Reduce -25.8% | 1,118 | $62K |
| Access Investment Management LLC | 0.02% | No change | 1,050 | $58K |
| Ballast Advisors LLC | 0.02% | Reduce -2.5% | 1,035 | $57K |
| Byrne Asset Management LLC | 0.04% | No change | 177 | $57K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 1,030 | $57K |
| Longview Financial Advisors LLC | 0.03% | Add +1948.0% | 1,024 | $57K |
| Salem Investment Counselors Inc. | 0.00% | Add +7730.8% | 1,018 | $56K |
| Quadrant Capital Group LLC | 0.00% | New | 1,000 | $55K |
| Global Wealth Strategies & Associates | 0.01% | No change | 995 | $55K |
| Manchester Capital Management LLC | 0.01% | New | 964 | $53K |
| NFSG Corp | 0.01% | No change | 911 | $50K |
| Crewe Advisors LLC | 0.00% | Add +9.2% | 904 | $50K |
| Family Legacy Financial Solutions, LLC | 0.04% | New | 898 | $50K |
| Steph & Co. | 0.01% | No change | 885 | $49K |
| Essential Partners LLC | 0.02% | New | 869 | $48K |
| Grand Wealth Management, LLC | 0.02% | New | 841 | $47K |
| Wagner Wealth Management, LLC | 0.01% | New | 816 | $45K |
| TFC Financial Management, Inc. | 0.01% | New | 799 | $44K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 796 | $44K |
| Sound Income Strategies, LLC | 0.00% | Reduce -4.8% | 768 | $43K |
| FWL Investment Management, LLC | 0.01% | No change | 735 | $41K |
| Kilter Group LLC | 0.02% | New | 717 | $40K |
| North Star Investment Management Corp. | 0.00% | Add +0.4% | 704 | $39K |
| Balentine LLC | 0.00% | Reduce -22.2% | 690 | $38K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.4% | 687 | $38K |
| VSM Wealth Advisory, LLC | 0.01% | Add +0.5% | 658 | $36K |
| Parallel Advisors, LLC | 0.00% | Add +0.6% | 644 | $36K |
| Legacy Wealth Managment, LLC | 0.02% | Reduce -7.3% | 638 | $35K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 605 | $33K |
| Park Place Capital Corp | 0.01% | No change | 597 | $33K |
| Barclays PLC | 0.00% | No change | 580 | $32K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 575 | $32K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 569 | $31K |
| Pineridge Advisors LLC | 0.01% | Reduce -0.7% | 550 | $30K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 544 | $30K |
| Arlington Trust Co LLC | 0.01% | No change | 535 | $30K |
| CVA Family Office, LLC | 0.00% | Add +6.6% | 534 | $30K |
| Tompkins Financial Corp. | 0.00% | No change | 526 | $29K |
| Fiduciary Advisors, Inc. | 0.02% | Add +0.6% | 505 | $28K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 503 | $28K |
| Abich Financial Wealth Management LLC | 0.01% | — | 495 | $27K |
| Tortoise Investment Management, LLC | 0.00% | No change | 430 | $24K |
| Hartford Financial Management Inc. | 0.01% | No change | 420 | $23K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 404 | $22K |
| Washington Trust Advisors, Inc. | 0.00% | New | 402 | $22K |
| Elevation Wealth Partners, LLC | 0.01% | New | 391 | $22K |
| Abound Wealth Management | 0.01% | Add +102.7% | 383 | $21K |
| United Community Bank | 0.01% | Add +125.6% | 379 | $21K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 375 | $21K |
| Hanson & Doremus Investment Management | 0.00% | No change | 353 | $20K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 355 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +545.3% | 342 | $19K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 340 | $19K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 328 | $18K |
| City Holding Co. | 0.00% | No change | 305 | $17K |
| Pacifica Partners Inc. | 0.01% | No change | 290 | $16K |
| Parkside Financial Bank & Trust | 0.00% | Add +1.1% | 284 | $16K |
| Team Financial Group, LLC | 0.01% | Add +0.4% | 278 | $15K |
| Accredited Wealth Management, LLC | 0.01% | Add +1069.6% | 3,076 | $15K |
| American National Bank & Trust | 0.00% | No change | 260 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 259 | $14K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -14.9% | 256 | $14K |
| Boreal Capital Management LLC | 0.01% | No change | 250 | $14K |
| Providence Capital Advisors, LLC | 0.00% | Add +275.4% | 229 | $13K |
| WPG Advisers, LLC | 0.01% | Add +0.5% | 208 | $11K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 207 | $11K |
| Hughes Financial Services, LLC | 0.00% | No change | 198 | $11K |
| Avion Wealth | 0.00% | Add +0.5% | 211 | $11K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -98.3% | 184 | $10K |
| Quaker Wealth Management, LLC | 0.00% | No change | 183 | $10K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 181 | $10K |
| CENTRAL TRUST Co | 0.00% | No change | 181 | $10K |
| Valued Wealth Advisors LLC | 0.00% | No change | 174 | $10K |
| Kiker Wealth Management, LLC | 0.00% | New | 166 | $9K |
| KERR FINANCIAL PLANNING Corp | 0.01% | — | 144 | $8K |
| Highline Wealth Partners LLC | 0.00% | No change | 137 | $8K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 135 | $7K |
| Deutsche Bank AG | 0.00% | Add +28.6% | 135 | $7K |
| Eastern Bank | 0.00% | No change | 120 | $7K |
| Anfield Capital Management, LLC | 0.00% | No change | 118 | $7K |
| GAMMA Investing LLC | 0.00% | No change | 117 | $6K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -98.5% | 114 | $6K |
| Blume Capital Management, Inc. | 0.00% | New | 112 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 95 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -32.0% | 85 | $5K |
| CNB Bank | 0.00% | Reduce -21.7% | 90 | $5K |
| Versant Capital Management, Inc | 0.00% | Add +3.6% | 87 | $5K |
| Group One Trading LLC | 0.00% | No change | 83 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 63 | $3K |
| Paladin Advisory Group, LLC | 0.00% | No change | 61 | $3K |
| Stone House Investment Management, LLC | 0.00% | No change | 60 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -96.4% | 49 | $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 |
| Palisade Asset Management, LLC | 0.00% | New | 24 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 24 | $1K |
| EPG Wealth Management LLC | 0.00% | New | 23 | $1K |
| Rialto Wealth Management, LLC | 0.00% | No change | 16 | $886 |
| Founders Capital Management | 0.00% | No change | 4 | $235 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $173 |
"% 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.