SS SPDR P S&P 500 Value ETFSPYVETF
13F holders, Q4 2025 (December 31)1,162holders +102
86new positions
62sold out
5famous investors
$56.83avg. 13F price*
At the end of Q4 2025, 1,162 institutions reported holding SS SPDR P S&P 500 Value ETF (SPYV) in their 13F filings, up 102 from Q3 2025. 86 opened new positions and 62 sold out. The largest holders were Financial Engines Advisors L.L.C. ($4.6B), LPL Financial LLC ($2.8B) and Goldman Sachs Group Inc. ($1.3B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P S&P 500 Value ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78464A508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $136.5M |
| Exits | 62 | $158.6M |
All 13F filers, Q3 2025 → Q4 2025: 35,245,697 shares bought and 15,437,471 shares sold, net +19,808,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,162 holders
| Financial Engines Advisors L.L.C. | 8.81% | Add +0.1% | 81,809,191 | $4.6B |
| LPL Financial LLC | 0.78% | Add +7.9% | 50,099,107 | $2.8B |
| Goldman Sachs Group Inc. | 0.18% | Add +1.3% | 22,516,338 | $1.3B |
| Morgan Stanley | 0.07% | Add +120.2% | 19,747,812 | $1.1B |
| Allworth Financial LP | 4.60% | Add +2.0% | 19,695,295 | $1.1B |
| Valmark Advisers, Inc. | 6.13% | Add +2.7% | 8,740,145 | $496.5M |
| Ameriprise Financial Inc. | 0.11% | Reduce -3.2% | 8,301,824 | $471.7M |
| Bank of America Corp. | 0.03% | Add +15.5% | 7,666,313 | $435.5M |
| JPMorgan Chase & Co. | 0.03% | Reduce -8.8% | 6,796,464 | $386.1M |
| UBS Group AG | 0.07% | Reduce -10.7% | 6,494,394 | $368.9M |
| Raymond James Financial Inc. | 0.11% | Add +1.4% | 6,004,888 | $341.1M |
| Royal Bank of Canada | 0.06% | Add +38.5% | 6,004,456 | $341.1M |
| Willis Johnson & Associates, Inc. | 20.32% | Add +11.1% | 5,798,846 | $329.4M |
| Advisory Alpha, LLC | 8.73% | Add +0.6% | 5,641,848 | $320.5M |
| Equitable Holdings, Inc. | 2.01% | Add +6.0% | 5,165,300 | $293.4M |
| Wealth Enhancement Advisory Services, LLC | 0.36% | Add +0.8% | 4,637,090 | $268.6M |
| Vantagepoint Investment Advisers LLC | 2.04% | No change | 4,463,460 | $253.6M |
| NorthRock Partners, LLC | 4.24% | Reduce -0.4% | 4,417,191 | $250.9M |
| Envestnet Asset Management Inc. | 0.07% | Add +14.1% | 4,137,719 | $235.1M |
| Cwm, LLC | 0.63% | Add +0.3% | 4,085,059 | $232.1M |
| Cetera Investment Advisers | 0.25% | Reduce -3.2% | 3,975,800 | $225.9M |
| Horizon Investments, LLC | 2.79% | Add +6.3% | 3,871,030 | $219.9M |
| Tiaa Trust, National Association | 0.51% | Reduce -12.8% | 3,774,074 | $214.4M |
| Connecticut Wealth Management, LLC | 9.03% | Add +5.8% | 3,654,368 | $207.6M |
| Dynasty Wealth Management, LLC | 2.02% | Reduce -23.5% | 3,620,443 | $205.7M |
| Cerity Partners LLC | 0.30% | Add +2.8% | 3,569,519 | $202.8M |
| Quotient Wealth Partners, LLC | 5.39% | Reduce -21.5% | 3,567,718 | $202.7M |
| AE Wealth Management LLC | 1.14% | Add +12.2% | 3,499,178 | $198.8M |
| Osaic Holdings, Inc. | 0.26% | Reduce -14.4% | 3,131,480 | $177.9M |
| Private Advisor Group, LLC | 0.76% | Reduce -1.7% | 2,831,792 | $160.9M |
| HighTower Advisors, LLC | 0.16% | Add +2.1% | 2,540,516 | $144.3M |
| Gerber Kawasaki Wealth & Investment Management | 4.78% | Add +5.1% | 2,410,365 | $136.9M |
| Lutz Financial Services LLC | 9.23% | Add +5.4% | 2,387,903 | $135.7M |
| Betterment LLC | 0.25% | Reduce -3.4% | 2,331,001 | $132.4M |
| AlphaStar Capital Management, LLC | 9.67% | Add +30.7% | 2,319,673 | $131.8M |
| Octavia Wealth Advisors, LLC | 12.42% | Add +7.7% | 2,289,497 | $130.1M |
| Wells Fargo & Company | 0.02% | Add +10.2% | 2,109,021 | $119.8M |
| Mariner, LLC | 0.14% | Add +4.4% | 2,108,727 | $119.8M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +8.8% | 2,098,138 | $119.2M |
| Angeles Wealth Management, LLC | 6.50% | Add +9.9% | 2,072,630 | $117.7M |
| Stifel Financial Corp. | 0.10% | Add +0.6% | 2,046,644 | $116.3M |
| First National Trust Co | 3.73% | Add +1.0% | 1,968,113 | $111.8M |
| Diversify Wealth Management, LLC | 4.77% | Add +72.0% | 1,760,587 | $102.2M |
| Magnus Financial Group LLC | 7.70% | Add +1.8% | 1,766,314 | $100.3M |
| KWB Wealth | 9.43% | Add +7.6% | 1,752,061 | $99.5M |
| Old National Bancorp | 1.57% | Add +2.2% | 1,661,688 | $94.4M |
| Commonwealth Equity Services, LLC | 0.13% | Add +4.8% | 1,650,911 | $93.8M |
| Bell Bank | 3.84% | Add +0.6% | 1,581,036 | $89.8M |
| Simon Quick Advisors, LLC | 3.78% | Reduce -1.8% | 1,526,488 | $86.7M |
| Benjamin Edwards Inc. | 0.96% | Add +0.7% | 1,524,255 | $86.6M |
| N.E.W. Advisory Services LLC | 6.40% | Add +8.7% | 1,523,011 | $86.5M |
| IHT Wealth Management, LLC | 2.02% | Add +5.0% | 1,461,794 | $83.0M |
| Compton Financial Group, LLC | 18.46% | Add +43.5% | 1,434,747 | $81.5M |
| Founders Financial Securities LLC | 4.62% | Add +5.8% | 1,380,276 | $78.4M |
| Flagship Harbor Advisors, LLC | 3.39% | Add +8.1% | 1,266,104 | $71.9M |
| Exchange Traded Concepts, LLC | 0.60% | Add +11.4% | 1,261,026 | $71.6M |
| Nicolet Advisory Services, LLC | 4.74% | Reduce -61.9% | 1,208,677 | $70.3M |
| Integrated Wealth Concepts LLC | 0.82% | Add +17.9% | 1,220,593 | $69.3M |
| Klingman & Associates, LLC | 3.28% | Add +0.1% | 1,195,167 | $67.9M |
| Flputnam Investment Management Co. | 0.93% | Reduce -7.4% | 1,119,775 | $63.6M |
| CoreCap Advisors, LLC | 2.15% | Add +4.7% | 1,084,559 | $61.6M |
| 71 West Capital Partners | 2.74% | — | 1,048,426 | $59.6M |
| MML Investors Services, LLC | 0.14% | Add +5.3% | 1,036,375 | $58.9M |
| FMR LLC | 0.00% | Reduce -1.2% | 1,033,028 | $58.7M |
| Corient Private Wealth LP | 0.08% | Add +3.9% | 1,025,495 | $58.3M |
| Whitcomb & Hess, Inc. | 12.90% | Add +4.2% | 942,692 | $54.7M |
| Jones Financial Companies LLLP | 0.03% | Add +38.5% | 961,028 | $54.6M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -5.2% | 904,778 | $51.4M |
| CGN Advisors LLC | 3.98% | Add +0.5% | 884,473 | $50.2M |
| Facet Wealth, Inc. | 0.86% | Reduce -12.7% | 841,912 | $48.8M |
| Creative Financial Designs Inc. | 3.06% | Add +3.6% | 855,339 | $48.6M |
| Perennial Investment Advisors, LLC | 3.83% | Add +6.3% | 852,199 | $48.4M |
| Leicht Financial Planning & Wealth Management, Inc. | 21.05% | Add +49.9% | 828,545 | $47.1M |
| Nottingham Advisors, Inc. | 6.42% | Reduce -2.0% | 810,567 | $46.0M |
| Waverly Advisors, LLC | 0.37% | Add +41.5% | 803,642 | $45.7M |
| Arrow Financial Corp | 4.44% | Reduce -0.2% | 783,199 | $44.5M |
| Balanced Wealth Group LLC | 16.02% | Add +2.9% | 790,564 | $43.8M |
| Tennessee Valley Asset Management Partners | 5.42% | Add +3.1% | 735,506 | $41.8M |
| Accredited Investors Inc. | 2.21% | Reduce -4.5% | 732,955 | $41.6M |
| Vicus Capital | 3.12% | Add +4.1% | 731,625 | $41.6M |
| Courier Capital LLC | 2.31% | Add +5.0% | 725,300 | $41.2M |
| Constellation Investments, Inc. | 1.25% | No change | 712,000 | $40.4M |
| Convergence Financial, LLC | 5.87% | Add +2.9% | 707,615 | $40.2M |
| Nicolet Bankshares Inc. | 6.44% | Reduce -33.2% | 706,930 | $40.2M |
| Moneco Advisors, LLC | 3.14% | Add +5.2% | 695,651 | $39.5M |
| Gladstone Institutional Advisory LLC | 1.49% | Reduce -4.9% | 694,326 | $39.4M |
| Shepherd Financial Partners LLC | 3.65% | Add +28.9% | 693,535 | $39.4M |
| Thrivent Financial for Lutherans | 0.07% | Add +0.2% | 688,637 | $39.4M |
| Creative Planning | 0.03% | Reduce -1.2% | 691,815 | $39.3M |
| Koss-Olinger Consulting, LLC | 3.04% | Add +5.5% | 691,510 | $39.3M |
| Avior Wealth Management, LLC | 1.22% | Add +4.4% | 689,717 | $39.2M |
| Dakota Wealth Management | 0.70% | Add +9.5% | 688,529 | $39.1M |
| ERn Financial, LLC | 7.22% | Add +4.9% | 676,263 | $38.4M |
| Tsfg, LLC | 5.67% | Add +15.3% | 668,138 | $38.0M |
| Scarborough Advisors, LLC | 6.24% | Add +19.1% | 650,462 | $37.0M |
| Woodard & Co. Asset Management Group Inc. | 5.81% | Reduce -7.6% | 646,065 | $36.7M |
| Prudential Financial Inc. | 0.04% | Reduce -2.5% | 625,644 | $35.8M |
| Higgins & Schmidt Wealth Strategies LLC | 16.59% | Add +4.8% | 616,365 | $35.0M |
| Confluence Investment Management LLC | 0.51% | Reduce -1.1% | 603,839 | $34.3M |
| HighPoint Advisor Group LLC | 0.75% | New | 602,558 | $34.2M |
| Hills Bank & Trust Co | 1.98% | Add +2.7% | 600,786 | $34.1M |
| Alta Wealth Advisors LLC | 11.30% | Add +6.3% | 594,790 | $33.8M |
| Geneos Wealth Management Inc. | 0.82% | Add +3.5% | 587,548 | $33.4M |
| Pinnacle Wealth Planning Services, Inc. | 3.48% | Add +9.9% | 587,191 | $33.4M |
| Northern Trust Corp. | 0.00% | Add +1.3% | 572,801 | $32.5M |
| Waller Financial Planning Group, Inc. | 7.19% | Add +234.8% | 569,686 | $32.4M |
| Great Valley Advisor Group, Inc. | 0.62% | Add +2.3% | 568,762 | $32.3M |
| McNamara Financial Services, Inc. | 6.13% | New | 568,701 | $32.3M |
| NewEdge Advisors, LLC | 0.12% | Add +0.5% | 567,085 | $32.2M |
| Fifth Third Securities, Inc. | 2.07% | Reduce -0.8% | 557,609 | $31.7M |
| Brandywine Oak Private Wealth LLC | 2.58% | Add +3.8% | 541,657 | $30.8M |
| Avantax Planning Partners, Inc. | 0.86% | Reduce -4.1% | 540,007 | $30.7M |
| Choice Wealth Advisors LLC | 12.00% | Reduce -0.4% | 534,434 | $30.4M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -15.9% | 526,875 | $29.9M |
| Journey Strategic Wealth LLC | 0.78% | Add +17.0% | 520,483 | $29.6M |
| Mgo One Seven LLC | 0.60% | Add +8.1% | 520,437 | $29.6M |
| Diversify Advisory Services, LLC | 0.92% | Add +10.9% | 501,205 | $29.2M |
| Signet Financial Management, LLC | 3.24% | Add +0.9% | 510,761 | $29.0M |
| Rodgers & Associates, LTD | 2.88% | Add +1.5% | 500,177 | $28.4M |
| SkyOak Wealth, LLC | 5.08% | Add +9.6% | 496,987 | $28.2M |
| Roberts Financial Services LLC | 8.85% | Add +1.9% | 496,471 | $28.2M |
| Inspirion Wealth Advisors, LLC | 3.42% | Reduce -13.6% | 491,618 | $27.9M |
| Harbor Group, Inc. | 4.18% | Add +2.8% | 490,726 | $27.9M |
| Leslie Global Wealth, LLC | 12.51% | Add +17.1% | 489,301 | $27.8M |
| BIP Wealth, LLC | 0.98% | Reduce -2.5% | 486,989 | $27.7M |
| Hamilton Capital, LLC | 1.34% | — | 470,213 | $26.7M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Reduce -1.6% | 467,082 | $26.5M |
| Riversedge Advisors, LLC | 4.30% | Reduce -3.4% | 465,712 | $26.5M |
| Marathon Mission, Inc. | 15.21% | Add +0.4% | 463,013 | $26.3M |
| Potentia Wealth | 9.48% | Add +3.1% | 455,161 | $25.9M |
| Modern Wealth Management, LLC | 0.47% | Reduce -44.2% | 453,190 | $25.7M |
| Concurrent Investment Advisors, LLC | 0.29% | Add +120.0% | 449,234 | $25.5M |
| Baird Financial Group, Inc. | 0.04% | Add +3.9% | 444,358 | $25.2M |
| MBE Wealth Management, LLC | 10.56% | Add +4.0% | 443,852 | $25.2M |
| Western Wealth Management, LLC | 1.16% | Add +2.2% | 442,600 | $25.1M |
| Visionary Horizons, LLC | 12.99% | Reduce -0.2% | 442,024 | $25.1M |
| Truist Financial Corp. | 0.03% | Add +5.1% | 437,251 | $24.8M |
| Abound Financial, LLC | 9.60% | Add +52.6% | 436,580 | $24.8M |
| Fifth Third Wealth Advisors LLC | 0.87% | Add +24.2% | 434,810 | $24.7M |
| Provenance Wealth Advisors, LLC | 2.71% | Add +8161.8% | 430,523 | $24.5M |
| Measured Wealth Private Client Group, LLC | 6.45% | Reduce -19.1% | 429,035 | $24.4M |
| Stonebrook Private Inc. | 5.09% | Add +369.4% | 427,847 | $24.3M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -2.8% | 422,108 | $24.0M |
| Ackerman Capital Advisors, LLC | 4.76% | Reduce -25.1% | 417,135 | $23.7M |
| First Heartland Consultants, Inc. | 1.77% | Add +13.1% | 410,303 | $23.3M |
| SilverOak Wealth Management LLC | 3.64% | Add +2.2% | 408,444 | $23.2M |
| CarsonAllaria Wealth Management, Ltd. | 11.49% | Add +3.0% | 407,450 | $23.1M |
| Summit Financial, LLC | 0.34% | Add +11.3% | 403,443 | $22.9M |
| Global Retirement Partners, LLC | 0.41% | Add +1.1% | 402,648 | $22.9M |
| Alesco Advisors, LLC, An ESL Co | 0.58% | Add +1.8% | 397,688 | $22.6M |
| Wealth Advisors of Iowa, LLC | 7.15% | Add +0.4% | 383,536 | $21.8M |
| Foguth Wealth Management, LLC. | 3.37% | — | 381,304 | $21.7M |
| TPG Financial Advisors, LLC | 7.17% | Add +15.0% | 377,965 | $21.5M |
| Smithbridge Asset Management Inc. | 1.83% | Add +102.9% | 376,632 | $21.4M |
| Cynosure Group, LLC | 2.14% | Reduce -1.3% | 370,675 | $21.1M |
| Destiny Capital Corp | 10.82% | Add +3.5% | 370,227 | $21.0M |
| BCS Wealth Management | 2.08% | Add +105.2% | 362,581 | $20.6M |
| BlackRock, Inc. | 0.00% | Add +1113.0% | 362,001 | $20.6M |
| Granville Capital, Inc. | 10.84% | — | 359,677 | $20.4M |
| Kingsview Wealth Management, LLC | 0.29% | Add +38.0% | 358,783 | $20.4M |
| Strategic Financial Partners, Ltd. | 8.81% | Add +3.6% | 357,968 | $20.3M |
| Horizon Financial Services, LLC | 9.14% | Add +2.2% | 353,399 | $20.1M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +6.0% | 352,016 | $20.0M |
| Bucket List Wealth Management, LLC | 11.93% | — | 351,520 | $20.0M |
| Assetmark, Inc. | 0.04% | Add +94.2% | 348,294 | $19.8M |
| Goodman Advisory Group, LLC | 4.80% | New | 343,596 | $19.5M |
| Windsor Capital Management, LLC | 5.71% | Reduce -0.6% | 343,394 | $19.5M |
| Freestate Advisors LLC | 15.77% | Reduce -0.4% | 341,503 | $19.4M |
| Navalign, LLC | 4.72% | Reduce -0.9% | 338,257 | $19.2M |
| Pure Financial Advisors, LLC | 0.29% | Reduce -0.9% | 337,137 | $19.2M |
| Hobart Private Capital, LLC | 3.71% | Add +42.2% | 334,757 | $19.0M |
| Ascent Group, LLC | 0.65% | Reduce -3.3% | 333,689 | $19.0M |
| Sanctuary Advisors, LLC | 0.10% | Reduce -50.3% | 330,253 | $18.8M |
| CX Institutional | 0.55% | Add +2.0% | 327,291 | $18.6M |
| McAdam, LLC | 0.85% | Reduce -1.1% | 325,735 | $18.5M |
| Retirement Planning Group, LLC | 0.60% | Reduce -3.6% | 324,003 | $18.4M |
| Cardinal Strategic Wealth Guidance | 4.79% | Add +102.2% | 322,466 | $18.3M |
| IFG Advisory, LLC | 0.78% | Add +11.3% | 313,783 | $17.8M |
| Clear Creek Financial Management, LLC | 1.43% | Reduce -11.6% | 307,571 | $17.5M |
| CBM Financial, LLC | 11.84% | — | 294,479 | $17.4M |
| Collier Financial | 13.09% | Add +43.4% | 306,786 | $17.4M |
| Kestra Private Wealth Services, LLC | 0.22% | Add +3.2% | 306,778 | $17.4M |
| 1834 Investment Advisors Co. | 2.15% | Reduce -4.0% | 301,112 | $17.1M |
| Fifth Third Bancorp | 0.05% | Add +8.1% | 297,500 | $16.9M |
| Great Lakes Retirement, Inc. | 1.76% | Add +3.4% | 297,237 | $16.9M |
| Verus Capital Partners, LLC | 1.11% | Add +5.0% | 292,297 | $16.6M |
| Brookstone Capital Management | 0.19% | Reduce -1.9% | 288,514 | $16.4M |
| Tempo Wealth, LLC | 2.82% | — | 278,551 | $15.8M |
| Probity Advisors, Inc. | 2.53% | Add +8.4% | 278,079 | $15.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +7.1% | 278,065 | $15.8M |
| rebel Financial LLC | 6.68% | Add +0.0% | 275,418 | $15.6M |
| Park Avenue Securities LLC | 0.13% | Add +64.9% | 272,889 | $15.5M |
| Atticus Wealth Management, LLC | 3.81% | Add +3.7% | 271,841 | $15.4M |
| Novem Group | 1.77% | Reduce -0.6% | 269,272 | $15.3M |
| Symphony Financial, Ltd. Co. | 2.05% | Add +3.1% | 266,429 | $15.2M |
| Power Wealth Management LLC | 5.36% | Add +1.9% | 267,730 | $15.2M |
| Focus Partners Wealth | 0.02% | Add +55.1% | 267,201 | $15.2M |
| Lido Advisors, LLC | 0.06% | Add +22.3% | 272,113 | $15.2M |
| Sargent Investment Group, LLC | 1.88% | Add +0.7% | 263,832 | $15.0M |
| Laurel Oak Wealth Management, LLC | 2.51% | — | 261,889 | $14.9M |
| CIBC Private Wealth Group LLC | 0.02% | Add +30.9% | 258,402 | $14.7M |
| Legacy Financial Group LLC | 1.81% | Add +3.8% | 247,196 | $14.6M |
| Kestra Advisory Services, LLC | 0.06% | Add +6.4% | 257,502 | $14.6M |
| Stephens Inc. | 0.18% | Add +3.6% | 253,717 | $14.4M |
| Meridian Wealth Management, LLC | 0.51% | Reduce -0.4% | 253,390 | $14.4M |
| Valtinson Bruner Financial Planning LLC | 4.06% | Reduce -0.1% | 248,514 | $14.1M |
| Cobblestone Asset Management LLC | 6.20% | Add +44.0% | 243,084 | $13.8M |
| Alpha Capital Advisors Inc. | 12.44% | — | 231,049 | $13.4M |
| Millington Financial Advisors, LLC | 5.86% | Reduce -10.4% | 222,535 | $13.2M |
| Optimist Retirement Group LLC | 6.02% | Reduce -0.1% | 231,125 | $13.1M |
| Synergy Investment Management, LLC | 4.59% | Add +57.1% | 228,207 | $13.0M |
| GHP Investment Advisors, Inc. | 0.53% | Reduce -0.7% | 226,659 | $12.9M |
| Financial Council, LLC | 5.13% | Add +0.1% | 226,226 | $12.9M |
| Diligent Investors, LLC | 3.12% | Reduce -3.9% | 223,100 | $12.7M |
| Cary Street Partners Financial LLC | 0.31% | Reduce -8.2% | 222,725 | $12.7M |
| Portside Wealth Group, LLC | 1.71% | Add +9.7% | 221,921 | $12.6M |
| Reston Wealth Management LLC | 3.86% | Add +0.2% | 221,811 | $12.6M |
| Hofer & Associates. Inc | 6.54% | Add +3.3% | 217,336 | $12.3M |
| Larson Financial Group LLC | 0.41% | Reduce -3.4% | 216,610 | $12.3M |
| Guardian Wealth Advisors, LLC | 6.90% | Add +4.9% | 215,307 | $12.2M |
| Meritage Portfolio Management | 0.80% | Reduce -1.8% | 213,397 | $12.1M |
| GenWealth Group, Inc. | 2.05% | Add +3.8% | 207,946 | $12.0M |
| Merit Financial Group, LLC | 0.10% | Add +2.4% | 209,363 | $11.9M |
| New England Capital Financial Advisors LLC | 4.64% | Reduce -0.6% | 209,175 | $11.9M |
| POM Investment Strategies, LLC | 6.08% | Add +5.2% | 208,314 | $11.8M |
| Goldstone Financial Group, LLC | 1.30% | Reduce -0.5% | 205,551 | $11.7M |
| Private Wealth Group, LLC | 5.41% | Add +4.8% | 198,515 | $11.3M |
| HSBC Holdings PLC | 0.01% | Add +26.6% | 198,294 | $11.3M |
| Buttonwood Financial Group, LLC | 5.89% | Add +83.7% | 190,446 | $11.1M |
| Gibbs Wealth Management | 2.66% | Reduce -3.8% | 188,904 | $11.0M |
| Collaborative Wealth Managment Inc. | 3.85% | Add +0.4% | 192,230 | $10.9M |
| Retirement Management Systems Inc. | 2.77% | — | 190,573 | $10.8M |
| Pecaut & Co. | 3.46% | Add +2.2% | 188,666 | $10.7M |
| Wealthcare Advisory Partners LLC | 0.21% | Add +8.2% | 188,570 | $10.7M |
| Oak Harvest Investment Services | 1.16% | Add +1.3% | 187,985 | $10.7M |
| Cresset Asset Management, LLC | 0.05% | Add +3.9% | 187,824 | $10.7M |
| Walsh & Associates, LLC | 10.30% | — | 183,960 | $10.5M |
| Clark Capital Management Group, Inc. | 0.06% | New | 183,062 | $10.4M |
| Foronjy Financial LLC | 4.28% | Add +14.9% | 180,359 | $10.2M |
| Axxcess Wealth Management, LLC | 0.18% | Reduce -6.2% | 179,953 | $10.2M |
| M&T Bank Corp | 0.03% | Add +3.0% | 179,259 | $10.2M |
| Farther Finance Advisors, LLC | 0.11% | Add +1.5% | 178,933 | $10.2M |
| Financial Gravity Asset Management, Inc. | 1.93% | Add +6.1% | 176,158 | $10.0M |
| &partners | 0.05% | Add +99.8% | 172,323 | $9.8M |
| Parkway Wealth Management Group, LLC | 1.31% | — | 172,034 | $9.8M |
| Northwest Wealth Advisors, LLC | 7.52% | — | 170,052 | $9.7M |
| Savant Capital, LLC | 0.05% | Reduce -6.9% | 169,584 | $9.6M |
| Madrid Financial Services | 6.92% | Add +0.2% | 169,364 | $9.6M |
| Aureum Wealth Management, LLC | 8.84% | — | 167,759 | $9.5M |
| Auour Investments LLC | 2.97% | Reduce -2.9% | 164,505 | $9.3M |
| AQR Capital Management | 0.00% | Add +24.7% | 163,738 | $9.3M |
| Stevens Capital Partners | 2.43% | Add +32.1% | 163,334 | $9.3M |
| Laurel Wealth Planning LLC | 5.14% | Add +2.8% | 163,295 | $9.3M |
| NewSquare Capital LLC | 0.82% | Reduce -29.0% | 163,266 | $9.3M |
| Independent Financial Group, LLC | 0.21% | Add +49.7% | 163,190 | $9.3M |
| Olde Wealth Management, LLC | 2.81% | Add +3.3% | 160,999 | $9.1M |
| Lynch & Associates | 1.69% | Add +1.6% | 157,406 | $8.9M |
| SOA Wealth Advisors, LLC. | 1.47% | Reduce -9.2% | 157,159 | $8.9M |
| Quent Capital, LLC | 0.64% | Reduce -0.3% | 154,954 | $8.8M |
| Bensler, LLC | 0.87% | Add +10.0% | 153,090 | $8.7M |
| Independent Wealth Network Inc. | 2.64% | Add +3.0% | 152,032 | $8.6M |
| PAX Financial Group, LLC | 1.49% | Add +1.6% | 151,669 | $8.6M |
| Key Financial Inc | 1.54% | Reduce -2.2% | 148,764 | $8.5M |
| Capital Advisory Group Advisory Services, LLC | 2.47% | Add +0.7% | 147,719 | $8.4M |
| Members Wealth LLC | 5.24% | Add +71.1% | 143,793 | $8.4M |
| 1900 Wealth Management LLC | 0.53% | Reduce -3.5% | 146,640 | $8.3M |
| Centennial Wealth Advisory LLC | 2.19% | Add +7.4% | 145,552 | $8.3M |
| Denver Wealth Management, Inc. | 2.93% | Add +2.3% | 145,471 | $8.3M |
| Uptown Financial Advisors LLC | 7.04% | Reduce -0.7% | 145,397 | $8.3M |
| Partnership Wealth Management, LLC | 5.88% | Add +3.1% | 143,922 | $8.2M |
| Juncture Wealth Strategies, LLC | 2.68% | Reduce -5.4% | 143,463 | $8.2M |
| RFG Advisory, LLC | 0.15% | Reduce -29.1% | 142,015 | $8.1M |
| Stone Summit Wealth LLC | 2.17% | Add +2.7% | 140,513 | $8.0M |
| American Financial & Tax Strategies Inc. | 3.95% | Reduce -5.8% | 139,462 | $7.9M |
| Ignite Planners, LLC | 1.21% | Add +2.5% | 135,721 | $7.9M |
| Motive Wealth Advisors | 3.30% | Reduce -1.3% | 136,195 | $7.7M |
| Cannon Wealth Management Services, LLC | 5.43% | Add +0.9% | 135,476 | $7.7M |
| Braun-Bostich & Associates Inc. | 4.74% | Add +33.8% | 135,205 | $7.7M |
| Savvy Advisors, Inc. | 0.25% | Add +514.5% | 135,085 | $7.7M |
| Arete Wealth Advisors, LLC | 0.53% | Add +2.5% | 134,315 | $7.6M |
| Greenwood Capital Associates LLC | 0.83% | Add +2.5% | 134,291 | $7.6M |
| Snider Financial Group | 2.03% | Add +3.7% | 133,970 | $7.6M |
| Gateway Wealth Partners, LLC | 0.84% | Add +13.9% | 133,235 | $7.6M |
| Red Crane Wealth Management, LLC | 5.98% | Reduce -0.1% | 128,743 | $7.3M |
| SeedSafe Financial LLC | 6.47% | — | 128,703 | $7.3M |
| AA Financial Advisors, LLC | 1.31% | Reduce -6.6% | 124,798 | $7.1M |
| Trilogy Capital Inc. | 0.32% | Add +3.9% | 124,341 | $7.1M |
| Hunting Hill Global Capital, LLC | 6.99% | Reduce -28.9% | 124,121 | $7.1M |
| Mutual Advisors, LLC | 0.15% | Add +0.9% | 123,997 | $7.0M |
| Sharkey, Howes & Javer | 0.88% | Add +52.9% | 122,182 | $6.9M |
| Modera Wealth Management, LLC | 0.08% | Reduce -1.5% | 122,114 | $6.9M |
| City Center Advisors, LLC | 6.34% | Add +10.3% | 121,351 | $6.9M |
| Spire Wealth Management | 0.23% | Add +5.5% | 119,806 | $6.8M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -3.4% | 117,471 | $6.7M |
| Arbor Trust Wealth Advisors, LLC | 2.92% | Add +1.7% | 117,348 | $6.7M |
| Tudor Investment Corporation | 0.04% | Add +534.3% | 116,336 | $6.6M |
| Wrapmanager Inc. | 2.21% | Reduce -18.9% | 115,174 | $6.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +61772.8% | 113,846 | $6.5M |
| Eaton Financial Holdings Company, LLC | 1.72% | Add +0.0% | 112,479 | $6.4M |
| TAGStone Capital, Inc. | 2.37% | Add +1.8% | 111,889 | $6.4M |
| Intergy Private Wealth, LLC | 1.89% | Reduce -7.0% | 110,144 | $6.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -69.2% | 109,689 | $6.2M |
| Cozad Asset Management Inc. | 0.48% | Add +2.6% | 109,544 | $6.2M |
| Foundations Investment Advisors, LLC | 0.08% | Add +1.3% | 109,113 | $6.2M |
| Vision Capital Management, Inc. | 0.75% | New | 108,840 | $6.2M |
| Occidental Asset Management, LLC | 0.74% | Reduce -2.7% | 108,031 | $6.1M |
| Harbour Investments, Inc. | 0.12% | Add +2.5% | 106,423 | $6.0M |
| IAG Wealth Partners, LLC | 0.69% | Reduce -2.8% | 104,639 | $5.9M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -17.2% | 104,545 | $5.9M |
| TrueWealth Advisors, LLC | 1.53% | New | 104,235 | $5.9M |
| Curtis Wealth Management LLC | 5.12% | — | 101,077 | $5.9M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +0.0% | 103,079 | $5.9M |
| SIMA Wealth Partners, LLC | 4.37% | Add +5.1% | 101,154 | $5.7M |
| Retirement Financial Solutions, LLC | 1.67% | Add +8.1% | 100,524 | $5.7M |
| Sterling Group Wealth Management, LLC | 2.75% | Reduce -0.6% | 99,991 | $5.7M |
| Tme Financial, Inc. | 3.93% | Reduce -36.6% | 98,554 | $5.6M |
| Fortis Capital Advisors, LLC | 0.83% | Add +0.1% | 98,389 | $5.6M |
| Belpointe Asset Management LLC | 0.20% | Add +0.1% | 98,389 | $5.6M |
| Koshinski Asset Management, Inc. | 0.36% | Reduce -12.4% | 98,323 | $5.6M |
| Sharpepoint LLC | 3.33% | Add +4.3% | 97,766 | $5.6M |
| Pacific Financial Group Inc. | 3.09% | Add +14.5% | 97,714 | $5.6M |
| Broussard Financial Group LLC | 4.43% | — | 96,085 | $5.5M |
| Asset Allocation Strategies LLC | 1.01% | Add +5.5% | 95,763 | $5.4M |
| Horizon Family Wealth, Inc. | 2.90% | Reduce -2.8% | 95,726 | $5.4M |
| Phoenix Wealth Advisors | 2.07% | Add +1.0% | 94,764 | $5.4M |
| Asset Management Group, Inc. | 0.87% | Add +0.6% | 94,717 | $5.4M |
| Salomon & Ludwin, LLC | 0.48% | Add +4.9% | 93,431 | $5.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.48% | Add +22.3% | 93,105 | $5.3M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +7.3% | 100,044 | $5.3M |
| Silver Oak Securities, Incorporated | 0.35% | Reduce -73.0% | 91,653 | $5.2M |
| Inspire Advisors, LLC | 0.48% | Add +10.5% | 92,098 | $5.2M |
| JNBA Financial Advisors | 0.45% | Reduce -7.1% | 91,140 | $5.2M |
| RFG - Bristol Wealth Advisors, LLC | 1.44% | Add +7.0% | 91,083 | $5.2M |
| Oppenheimer & Co. Inc. | 0.07% | Add +1763.0% | 89,702 | $5.1M |
| Golden State Wealth Management, LLC | 0.54% | Add +7.3% | 89,552 | $5.1M |
| Macco Financial Group, Inc. | 4.35% | — | 89,048 | $5.1M |
| Clarus Wealth Advisors | 2.08% | Add +0.4% | 86,300 | $5.0M |
| Cooper Financial Group | 0.52% | Reduce -17.1% | 86,376 | $4.9M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -6.8% | 86,359 | $4.9M |
| Inman Jager Wealth Management, LLC | 2.99% | Add +10.7% | 86,079 | $4.9M |
| Ceera Investments, LLC | 1.87% | Reduce -7.7% | 85,360 | $4.8M |
| DecisionMap Wealth Management, LLC | 2.96% | Reduce -17.9% | 84,606 | $4.8M |
| Citizens Financial Group Inc. | 0.06% | Reduce -0.3% | 84,386 | $4.8M |
| Advisor OS, LLC | 0.39% | Add +254.5% | 84,338 | $4.8M |
| Northern Capital Management, Inc. | 2.53% | Add +28.9% | 84,118 | $4.8M |
| Waterloo Capital, L.P. | 0.34% | Add +2.0% | 83,452 | $4.7M |
| CreativeOne Wealth, LLC | 0.11% | Add +9.3% | 83,404 | $4.7M |
| Town Capital LLC | 3.86% | — | 83,015 | $4.7M |
| Milestone Asset Management Group, LLC | 2.56% | Add +11.8% | 79,936 | $4.5M |
| Clear Retirement Advice LLC | 3.53% | — | 77,367 | $4.5M |
| United Advisor Group, LLC | 0.57% | Add +4.1% | 78,311 | $4.4M |
| EP Wealth Advisors, LLC | 0.02% | — | 77,901 | $4.4M |
| Palladiem, LLC | 4.19% | — | 77,300 | $4.4M |
| Private Trust Co. NA | 0.38% | Add +4.7% | 77,051 | $4.4M |
| Freestone Capital Holdings, LLC | 0.13% | Add +25.2% | 77,025 | $4.4M |
| WCG Wealth Advisors LLC | 0.12% | Add +43.6% | 76,347 | $4.3M |
| Penobscot Wealth Management | 1.32% | Add +1.5% | 75,344 | $4.3M |
| Captrust Financial Advisors | 0.01% | Add +3.3% | 75,216 | $4.3M |
| Advisory Services Network, LLC | 0.06% | Add +224.9% | 75,074 | $4.3M |
| Benchmark Financial, LLC | 4.22% | — | 74,552 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -5.5% | 74,481 | $4.2M |
| American Money Management, LLC | 0.66% | Add +1.9% | 74,332 | $4.2M |
| Integrity Alliance, Llc. | 0.15% | Add +6.0% | 73,744 | $4.2M |
| Topel & Distasi Wealth Management, LLC | 1.98% | No change | 71,279 | $4.0M |
| Cary Street Partners Investment Advisory LLC | 1.09% | Add +4.9% | 71,235 | $4.0M |
| TritonPoint Partners, LLC | 2.16% | — | 71,158 | $4.0M |
| Red Tortoise LLC | 1.72% | Add +0.4% | 70,657 | $4.0M |
| Copia Wealth Management | 2.86% | Reduce -4.8% | 70,571 | $4.0M |
| WealthTrak Capital Management LLC | 2.85% | Add +65.1% | 70,049 | $4.0M |
| Partners in Financial Planning | 0.67% | Reduce -10.5% | 69,965 | $4.0M |
| Capital Analysts, LLC | 0.11% | Reduce -2.8% | 69,912 | $4.0M |
| MidAtlantic Capital Management, Inc. | 2.49% | No change | 68,429 | $3.9M |
| Visionary Wealth Advisors | 0.17% | Add +0.0% | 67,458 | $3.8M |
| Freedom Investment Management, Inc. | 1.11% | Add +3.9% | 67,028 | $3.8M |
| Cornerstone Wealth Management, LLC | 0.19% | Add +1.8% | 64,535 | $3.7M |
| Wealthgarden F.S. LLC | 2.41% | Add +29.8% | 62,870 | $3.7M |
| JDM Financial Group LLC | 1.42% | Reduce -0.7% | 64,329 | $3.7M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -1.4% | 63,986 | $3.6M |
| Ameritas Advisory Services, LLC | 0.14% | Reduce -11.0% | 63,766 | $3.6M |
| US Bancorp \de | 0.00% | Reduce -6.0% | 63,248 | $3.6M |
| Money Concepts Capital Corp. | 0.20% | Add +13.6% | 62,554 | $3.6M |
| Glen Eagle Advisors, LLC | 0.48% | Reduce -6.3% | 62,120 | $3.5M |
| Vise Technologies, Inc. | 0.07% | Add +103.5% | 61,827 | $3.5M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -4.5% | 61,639 | $3.5M |
| MBM Wealth Consultants, LLC | 0.83% | Add +4.9% | 61,303 | $3.5M |
| Prospera Financial Services Inc | 0.06% | Add +1.9% | 61,114 | $3.5M |
| Shum Financial Group, Inc. | 2.50% | Add +8.3% | 61,049 | $3.5M |
| Burney Co./ | 0.11% | Reduce -6.4% | 60,301 | $3.4M |
| Chicago Partners Investment Group LLC | 0.08% | Add +32.9% | 58,857 | $3.4M |
| Keener Financial Planning LLC | 1.47% | Reduce -5.4% | 60,010 | $3.4M |
| Comerica Bank | 0.01% | Reduce -4.7% | 59,441 | $3.4M |
| Kera Capital Partners, Inc. | 0.42% | Add +10.7% | 58,041 | $3.4M |
| American Investment Services, Inc. | 0.78% | Reduce -2.5% | 59,253 | $3.4M |
| Cornerstone Wealth Group, LLC | 0.23% | Add +65.5% | 58,835 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.3% | 58,315 | $3.3M |
| Tranquilli Financial Advisor LLC | 1.89% | Reduce -0.7% | 57,293 | $3.3M |
| Quantinno Capital Management LP | 0.01% | Add +75.1% | 57,090 | $3.2M |
| CORDA Investment Management, LLC. | 0.24% | Add +7.0% | 56,955 | $3.2M |
| Simplicity Wealth,LLC | 0.19% | Add +6.6% | 56,941 | $3.2M |
| Friday Financial | 1.13% | Add +7.0% | 56,350 | $3.2M |
| Wagner Wealth Management, Corp | 3.14% | — | 56,101 | $3.2M |
| Sovran Advisors, LLC | 0.27% | Reduce -0.6% | 54,429 | $3.2M |
| Prism Advisors, Inc. | 0.84% | Reduce -0.3% | 55,211 | $3.1M |
| Vertex Planning Partners, LLC | 0.73% | Add +0.1% | 54,965 | $3.1M |
| Opal Wealth Advisors, LLC | 0.81% | Reduce -0.3% | 54,468 | $3.1M |
| Keystone Financial Group | 0.23% | Reduce -6.0% | 54,460 | $3.1M |
| Raab & Moskowitz Asset Management LLC | 0.68% | Reduce -0.2% | 54,398 | $3.1M |
| Global Financial Private Client, LLC | 1.07% | Add +0.1% | 53,715 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.6% | 53,492 | $3.0M |
| Independent Advisor Alliance | 0.07% | Add +29.5% | 53,379 | $3.0M |
| Yukon Wealth Management, Inc. | 1.73% | Reduce -0.6% | 50,689 | $3.0M |
| Level Four Advisory Services, LLC | 0.10% | Add +56.9% | 52,607 | $3.0M |
| Cordatus Wealth Management LLC | 0.69% | Add +2.1% | 52,166 | $3.0M |
| Natixis Advisors, LLC | 0.00% | Reduce -21.3% | 52,147 | $3.0M |
| Brady Martz Wealth Solutions, LLC | 0.52% | Reduce -12.1% | 52,012 | $3.0M |
| Axis Wealth Partners, LLC | 1.63% | Add +2.2% | 51,996 | $3.0M |
| SVB Wealth LLC | 0.17% | Reduce -18.0% | 50,530 | $2.9M |
| Eclectic Associates Inc. | 0.45% | Add +48.5% | 50,436 | $2.9M |
| Francis Financial, Inc. | 0.56% | New | 50,215 | $2.9M |
| Demars Financial Group, LLC | 0.95% | Reduce -0.8% | 50,061 | $2.8M |
| Atria Investments, Inc | 0.03% | Reduce -10.2% | 49,996 | $2.8M |
| Breakwater Capital Group | 0.39% | Reduce -1.9% | 49,592 | $2.8M |
| Vance Wealth, LLC | 0.83% | Reduce -3.4% | 49,143 | $2.8M |
| Secured Retirement Advisors, LLC | 1.53% | Reduce -8.8% | 48,322 | $2.7M |
| Norden Group LLC | 0.27% | Reduce -0.8% | 47,754 | $2.7M |
| Riverchase Wealth Management, LLC | 1.47% | No change | 47,549 | $2.7M |
| 1ST Source Bank | 0.14% | Reduce -1.6% | 47,350 | $2.7M |
| Breachway Investments LLC | 2.83% | — | 47,209 | $2.7M |
| Total Clarity Wealth Management, Inc. | 0.65% | Add +15.2% | 47,179 | $2.7M |
| ArborFi Advisors, LLC | 2.14% | Add +6.5% | 46,343 | $2.6M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 46,335 | $2.6M |
| Jacksonville Wealth Management, LLC | 1.86% | Add +15.5% | 46,147 | $2.6M |
| Innealta Capital, LLC | 1.38% | No change | 44,799 | $2.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -7.5% | 44,665 | $2.5M |
| PSI Advisors, LLC | 0.64% | Reduce -18.4% | 44,641 | $2.5M |
| IFP Advisors, Inc | 0.06% | Add +14.6% | 44,153 | $2.5M |
| Slagle Financial, LLC | 0.87% | Add +2.8% | 43,844 | $2.5M |
| Wealthspire Advisors, LLC | 0.02% | Add +2.7% | 43,727 | $2.5M |
| Founders Financial Alliance, LLC | 0.47% | Add +4.4% | 43,449 | $2.5M |
| Sunesis Advisors, LLC | 1.11% | No change | 43,133 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +7.5% | 43,080 | $2.4M |
| Stratos Investment Management, LLC | 0.10% | Reduce -3.1% | 42,979 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -16.0% | 42,969 | $2.4M |
| Certified Advisory Corp | 0.22% | Add +0.1% | 42,929 | $2.4M |
| Retirement Income Solutions, Inc. | 0.41% | Reduce -1.2% | 42,796 | $2.4M |
| Colton Groome Financial Advisors, LLC | 0.69% | Reduce -2.2% | 42,668 | $2.4M |
| CAP Partners, LLC | 1.37% | Add +5.9% | 42,606 | $2.4M |
| Wrenne Financial Planning LLC | 0.98% | Reduce -3.5% | 42,549 | $2.4M |
| Foundation Wealth Management, LLC\PA | 0.88% | Reduce -0.9% | 42,471 | $2.4M |
| Ritholtz Wealth Management | 0.04% | Reduce -0.1% | 42,458 | $2.4M |
| One Capital Management, LLC | 0.07% | Add +0.7% | 42,368 | $2.4M |
| JT Stratford LLC | 0.31% | Reduce -13.1% | 42,187 | $2.4M |
| Kensington Asset Management, LLC | 0.12% | Reduce -19.3% | 41,880 | $2.4M |
| Florida Financial Advisors, LLC | 0.65% | Add +12.9% | 42,577 | $2.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -11.3% | 41,793 | $2.4M |
| FF Advisors,LLC | 1.04% | No change | 41,172 | $2.3M |
| Cornerstone Advisors Asset Management, LLC | 0.37% | Add +0.6% | 40,610 | $2.3M |
| Rehmann Capital Advisory Group | 0.12% | Add +1.4% | 40,327 | $2.3M |
| Advyzon Investment Management, LLC | 0.26% | Add +27.1% | 39,736 | $2.3M |
| AdvisorNet Financial, Inc | 0.12% | Reduce -0.9% | 39,542 | $2.2M |
| FineMark National Bank & Trust | 0.07% | Add +209.9% | 39,221 | $2.2M |
| Wealth Advisors Northwest LLC | 0.97% | Reduce -5.7% | 38,374 | $2.2M |
| Townsquare Capital LLC | 0.48% | Reduce -79.5% | 37,781 | $2.1M |
| Idaho Trust Co | 0.71% | Reduce -13.1% | 37,724 | $2.1M |
| Valpey Financial Services, LLC | 1.36% | Add +5.0% | 37,552 | $2.1M |
| Ausdal Financial Partners, Inc. | 0.10% | Add +8.5% | 37,199 | $2.1M |
| Lee Danner & Bass Inc. | 0.15% | Reduce -7.8% | 36,956 | $2.1M |
| Lanark Financial, Inc. | 0.16% | Add +5.0% | 36,589 | $2.1M |
| Onyx Bridge Wealth Group LLC | 0.22% | Reduce -7.5% | 36,544 | $2.1M |
| Seaside Wealth Management, Inc. | 0.59% | Reduce -3.6% | 36,398 | $2.1M |
| Gotham Asset Management | 0.01% | Add +1.6% | 36,353 | $2.1M |
| PFG Advisors | 0.10% | Reduce -58.8% | 36,351 | $2.1M |
| Smith Partners Wealth Management, LLC | 1.90% | — | 36,291 | $2.1M |
| Arkadios Wealth Advisors | 0.04% | Reduce -2.0% | 36,245 | $2.1M |
| Affinity Capital Advisors, LLC | 0.28% | Reduce -0.5% | 36,175 | $2.1M |
| Milestones Private Investment Advisors LLC | 1.39% | Reduce -7.7% | 35,625 | $2.0M |
| Financial Network Wealth Advisors LLC | 2.11% | Add +4.7% | 35,595 | $2.0M |
| Journey Retirement Planning & Investment Management LLC | 0.41% | — | 35,116 | $2.0M |
| Apella Capital, LLC | 0.04% | Add +1.5% | 34,709 | $2.0M |
| GTS Securities LLC | 0.07% | Add +27.0% | 34,374 | $2.0M |
| Laurel Wealth Advisors LLC | 0.26% | Reduce -1.2% | 34,198 | $1.9M |
| Tradewinds Capital Management, LLC | 0.41% | Add +0.2% | 34,120 | $1.9M |
| Alliance Wealth Advisors, LLC | 0.42% | Reduce -18.6% | 33,992 | $1.9M |
| Weitzel Financial Services, Inc. | 0.74% | Reduce -1.3% | 33,643 | $1.9M |
| River Street Advisors LLC | 0.72% | Add +2.5% | 33,619 | $1.9M |
| Balefire, LLC | 0.37% | Add +53.6% | 33,141 | $1.9M |
| Relyea Zuckerberg Hanson LLC | 0.19% | No change | 33,119 | $1.9M |
| Summit Investment Advisory Services, LLC | 0.70% | Reduce -0.4% | 32,840 | $1.9M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.14% | Add +11.2% | 32,697 | $1.9M |
| MKT Advisors LLC | 0.63% | Add +27.6% | 32,194 | $1.9M |
| Altman Advisors, Inc. | 0.70% | Add +2.5% | 142,176 | $1.9M |
| E&G Advisors, LLC | 0.41% | Reduce -0.3% | 32,156 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Add +0.0% | 32,003 | $1.8M |
| Twin Focus Capital Partners, LLC | 0.21% | Add +3.6% | 31,644 | $1.8M |
| Lifeworks Advisors, LLC | 0.23% | Reduce -0.1% | 31,616 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -13.9% | 31,018 | $1.8M |
| Wiregrass Investment Management LLC | 1.47% | — | 30,918 | $1.8M |
| Fidelis Capital Partners, LLC | 0.13% | No change | 30,493 | $1.7M |
| Redhawk Wealth Advisors, Inc. | 0.19% | Add +41.6% | 30,363 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 30,198 | $1.7M |
| MidFirst Bank | 0.14% | — | 29,920 | $1.7M |
| Blair William & Co. | 0.00% | Add +34.0% | 29,761 | $1.7M |
| MAI Capital Management | 0.01% | Add +22.2% | 29,754 | $1.7M |
| Thayer Financial, L.L.C. | 1.78% | — | 29,686 | $1.7M |
| Smartleaf Asset Management LLC | 0.06% | Reduce -23.6% | 29,427 | $1.7M |
| Wells Financial Advisors INC | 3.14% | Reduce -30.6% | 29,055 | $1.7M |
| Wealth Management Resources, Inc. | 0.58% | Add +0.0% | 28,836 | $1.6M |
| Capstone Wealth Management Group, LLC | 0.68% | Add +5.5% | 28,745 | $1.6M |
| Redwood Financial Network Corp | 1.04% | Reduce -3.2% | 28,648 | $1.6M |
| Fiduciary Trust Co | 0.02% | Reduce -0.6% | 28,580 | $1.6M |
| Third View Private Wealth, LLC | 0.22% | — | 28,411 | $1.6M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -6.6% | 28,317 | $1.6M |
| Bridgewealth Advisory Group, LLC | 0.35% | Add +6.0% | 27,805 | $1.6M |
| WealthShield Partners, LLC | 0.17% | Reduce -8.5% | 27,763 | $1.6M |
| Dagco, Inc. | 0.36% | Add +0.1% | 27,730 | $1.6M |
| Fourth Dimension Wealth, LLC | 0.57% | Add +26.3% | 27,726 | $1.6M |
| Integrity Wealth Solutions LLC | 0.62% | Add +1.3% | 27,718 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +31.0% | 27,529 | $1.6M |
| Apollon Financial, LLC | 0.23% | Reduce -2.4% | 27,419 | $1.6M |
| Redwood Investment Management, LLC | 0.17% | Add +0.9% | 27,212 | $1.5M |
| Wall Capital Group, Inc. | 1.46% | — | 27,056 | $1.5M |
| Liberty Square Wealth Partners LLC | 0.44% | No change | 27,000 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 26,996 | $1.5M |
| VestGen Advisors, LLC | 0.07% | Reduce -73.4% | 26,988 | $1.5M |
| Invesco Ltd. | 0.00% | Reduce -6.6% | 26,948 | $1.5M |
| Private Client Services, LLC | 0.48% | Add +0.1% | 26,913 | $1.5M |
| Callan Family Office, LLC | 0.03% | New | 26,847 | $1.5M |
| Flagship Private Wealth, LLC | 0.60% | Reduce -1.9% | 26,658 | $1.5M |
| Index Fund Advisors, Inc. | 0.07% | Reduce -3.9% | 26,606 | $1.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.06% | Reduce -5.0% | 25,202 | $1.4M |
| REDW Wealth LLC | 0.55% | Add +1.9% | 25,187 | $1.4M |
| Verdence Capital Advisors LLC | 0.08% | Reduce -21.6% | 25,024 | $1.4M |
| CWA Asset Management Group, LLC | 0.05% | Reduce -0.4% | 25,008 | $1.4M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +1.3% | 24,883 | $1.4M |
| Riverpoint Wealth Management Holdings, LLC | 0.30% | Reduce -5.7% | 24,758 | $1.4M |
| Commonwealth Financial Services, LLC | 0.23% | Reduce -0.1% | 24,641 | $1.4M |
| Fell Capital Management | 1.36% | — | 24,612 | $1.4M |
| Integrated Advisors Network LLC | 0.06% | Add +38.0% | 24,440 | $1.4M |
| Alliance Private Wealth, LLC | 0.48% | — | 23,583 | $1.4M |
| Diversified Portfolios, Inc. | 0.12% | Add +4.7% | 24,337 | $1.4M |
| Boyum Wealth Architects LLC | 0.65% | No change | 23,858 | $1.4M |
| Opal Capital LLC | 0.34% | — | 13,702 | $1.4M |
| Intrua Financial, LLC | 0.15% | Reduce -32.7% | 23,999 | $1.4M |
| Transcend Capital Advisors, LLC | 0.11% | Reduce -5.3% | 23,860 | $1.4M |
| White Pine Capital LLC | 0.37% | Add +5.3% | 23,682 | $1.3M |
| Sequent Planning LLC | 0.34% | Add +16.2% | 23,551 | $1.3M |
| Coastal Bridge Advisors, LLC | 0.10% | Add +11.2% | 23,439 | $1.3M |
| Ellevest, Inc. | 0.18% | Add +2.3% | 23,133 | $1.3M |
| Uptick Partners, LLC | 0.28% | New | 23,024 | $1.3M |
| Calton & Associates, Inc. | 0.19% | Add +2.2% | 22,951 | $1.3M |
| Graney & King, LLC | 0.75% | Reduce -48.3% | 22,691 | $1.3M |
| Rik Saylor Financial, Inc. | 0.94% | Reduce -2.5% | 22,610 | $1.3M |
| Matauro, LLC | 0.19% | Reduce -1.6% | 22,540 | $1.3M |
| Optivise Advisory Services LLC | 0.73% | Reduce -0.6% | 22,217 | $1.3M |
| Krilogy Financial LLC | 0.04% | Add +0.4% | 21,264 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.09% | Reduce -0.6% | 21,453 | $1.2M |
| Legacy Edge Advisors, LLC | 0.13% | Reduce -2.1% | 21,390 | $1.2M |
| Towerpoint Wealth, LLC | 0.48% | Add +0.5% | 21,387 | $1.2M |
| Coppell Advisory Solutions LLC | 0.12% | Reduce -45.0% | 21,216 | $1.2M |
| Howard Wealth Management, LLC | 0.53% | Reduce -1.7% | 21,356 | $1.2M |
| PFG Investments, LLC | 0.06% | Reduce -3.6% | 21,316 | $1.2M |
| Tempus Wealth Planning, LLC | 0.28% | Add +1.5% | 21,247 | $1.2M |
| GGM Financial LLC | 0.58% | Add +1.7% | 21,089 | $1.2M |
| Bank of Montreal | 0.00% | Add +13.2% | 21,079 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -1.2% | 20,954 | $1.2M |
| Argent Trust Co | 0.04% | Add +12.7% | 20,936 | $1.2M |
| Advisors Capital Management, LLC | 0.01% | Add +0.0% | 20,895 | $1.2M |
| Schrum Private Wealth Management LLC | 0.87% | Reduce -0.6% | 20,671 | $1.2M |
| Tidal Investments LLC | 0.00% | Add +17.8% | 20,654 | $1.2M |
| Centerpoint Advisors, LLC | 0.36% | Reduce -0.9% | 20,351 | $1.2M |
| Root Financial Partners, LLC | 0.06% | Reduce -1.9% | 20,159 | $1.1M |
| Lantern Wealth Advisors, LLC | 0.61% | Add +33.5% | 20,125 | $1.1M |
| Frisch Financial Group, Inc. | 0.26% | Add +0.3% | 20,111 | $1.1M |
| Tobias Financial Advisors, Inc. | 0.16% | Reduce -6.1% | 19,945 | $1.1M |
| Petersen Hastings Wealth Advisors Inc. | 0.11% | — | 19,723 | $1.1M |
| Peck Wealth Management, LLC | 1.04% | Reduce -6.3% | 19,450 | $1.1M |
| Pinnacle Family Advisors, LLC | 0.48% | New | 19,390 | $1.1M |
| Greenleaf Trust | 0.01% | No change | 19,105 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -81.9% | 18,908 | $1.1M |
| Regions Financial Corp. | 0.01% | Add +2.5% | 18,565 | $1.1M |
| Waystone Advisors LLC | 0.90% | — | 18,538 | $1.1M |
| Triton Financial Group Inc | 0.70% | Reduce -0.7% | 18,507 | $1.1M |
| Spring Capital Management, LLC | 0.53% | No change | 18,490 | $1.1M |
| Pacific Excel Wealth Advisors, Inc. | 1.97% | — | 18,319 | $1.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.12% | — | 18,049 | $1.0M |
| Waldron Private Wealth LLC | 0.04% | No change | 17,922 | $1.0M |
| Walser Wealth Management Company, A Ltd Liability Co | 0.54% | — | 17,921 | $1.0M |
| WJ Wealth Management, LLC | 0.44% | Reduce -1.0% | 17,762 | $1.0M |
| M3 Advisory Group, LLC | 0.61% | Add +4.4% | 17,574 | $998K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -28.4% | 17,527 | $996K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +19.2% | 17,437 | $991K |
| RHS Financial, LLC | 0.48% | Add +17.8% | 17,370 | $987K |
| KM Capital Management Ltd. | 0.50% | Add +27.9% | 17,181 | $976K |
| Community Bank, N.A. | 0.11% | Reduce -0.3% | 17,111 | $972K |
| WealthPLAN Partners, LLC | 0.14% | Add +0.1% | 17,042 | $968K |
| Johnson Investment Counsel Inc. | 0.01% | Add +16.5% | 17,022 | $967K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +15.1% | 16,902 | $960K |
| Principal Securities, Inc. | 0.01% | Add +9.7% | 16,829 | $956K |
| Financial Insights, Inc. | 0.32% | Add +4.7% | 16,668 | $947K |
| Signal Advisors Wealth, LLC | 0.08% | Add +31.6% | 16,648 | $946K |
| Asempa Wealth Advisors | 0.81% | — | 16,640 | $945K |
| RKL Wealth Management LLC | 0.08% | Add +2.7% | 16,626 | $945K |
| Lowery Thomas, LLC | 0.53% | Add +12.0% | 16,614 | $944K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +0.2% | 16,613 | $944K |
| Integrated Capital Management, Inc. | 0.63% | Add +4.5% | 16,581 | $942K |
| Sherman Wealth Management LLC | 0.81% | — | 16,408 | $932K |
| Rockland Trust Co. | 0.04% | Reduce -7.6% | 16,371 | $930K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Reduce -8.4% | 16,252 | $923K |
| Baker Tilly Wealth Management, LLC | 0.23% | Add +5.7% | 16,209 | $921K |
| Headland Capital, LLC | 0.26% | Add +1.1% | 16,161 | $918K |
| Bokf, NA | 0.01% | Reduce -3.2% | 16,031 | $911K |
| NorthCoast Asset Management LLC | 0.02% | Reduce -85.0% | 16,012 | $910K |
| Ironwood Financial, llc | 0.15% | Reduce -0.1% | 15,582 | $906K |
| Sequent Asset Management, LLC | 0.40% | Add +2.9% | 15,871 | $902K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | No change | 15,873 | $902K |
| Brown Advisory Inc. | 0.00% | Add +38.5% | 15,495 | $880K |
| MGB Wealth Management, LLC | 0.25% | Add +31.9% | 15,432 | $880K |
| Sfmg, LLC | 0.06% | No change | 15,479 | $879K |
| Galvin, Gaustad & Stein, LLC | 0.07% | New | 15,322 | $870K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.34% | Reduce -0.4% | 15,217 | $865K |
| Triad Wealth Partners, LLC | 0.08% | Add +7.7% | 15,204 | $864K |
| Barnes Wealth Management Group, Inc | 0.46% | Reduce -3.8% | 15,191 | $863K |
| Coordinated Financial Services, Inc. | 0.50% | Add +2.4% | 15,186 | $863K |
| Choreo, LLC | 0.01% | Add +28.4% | 15,052 | $861K |
| Rothschild Wealth LLC | 0.08% | Add +116.2% | 15,079 | $857K |
| Greenspring Advisors, LLC | 0.05% | New | 15,052 | $855K |
| Impact Partnership Wealth, LLC | 0.11% | New | 14,960 | $850K |
| Sowell Financial Services LLC | 0.03% | Add +7.3% | 14,848 | $844K |
| GeoWealth Management, LLC | 0.03% | Add +106.3% | 14,774 | $839K |
| Awm Capital, LLC | 0.08% | Reduce -1.0% | 14,622 | $831K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | New | 14,602 | $830K |
| Pathstone Holdings, LLC | 0.00% | No change | 14,480 | $823K |
| AIFG Consultants Ltd. | 1.41% | Reduce -1.3% | 14,414 | $819K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 14,230 | $808K |
| Lansing Street Advisors | 0.21% | Reduce -16.0% | 14,226 | $808K |
| ForthRight Wealth Management, LLC | 0.23% | Add +0.0% | 14,191 | $806K |
| Sanchez Wealth Management Group | 0.17% | Reduce -19.5% | 14,164 | $805K |
| Lantz Financial LLC | 0.17% | Reduce -3.8% | 14,141 | $803K |
| Brown Miller Wealth Management, LLC | 0.22% | Reduce -14.9% | 13,995 | $795K |
| SageView Advisory Group, LLC | 0.03% | Reduce -0.6% | 13,954 | $793K |
| Advance Capital Management, Inc. | 0.03% | Reduce -0.7% | 13,838 | $786K |
| Ritter Daniher Financial Advisory LLC / DE | 0.13% | Reduce -5.4% | 13,780 | $783K |
| Emergent Wealth Advisors, LLC | 0.44% | Reduce -8.0% | 13,779 | $783K |
| BCGM Wealth Management, LLC | 0.20% | Add +0.0% | 13,760 | $782K |
| Caldwell Trust Co | 0.07% | Reduce -0.2% | 13,669 | $777K |
| Alpha Zero LLC | 0.42% | No change | 13,610 | $773K |
| LBMC Investment Advisors, LLC | 0.05% | Add +0.5% | 13,607 | $773K |
| First National Bank of Omaha | 0.02% | No change | 13,456 | $764K |
| McGlone Suttner Wealth Management, Inc. | 0.10% | Add +0.1% | 13,407 | $762K |
| Hirtle & Co., LLC | 0.03% | Reduce -1.5% | 13,292 | $755K |
| Fortune 45 LLC | 0.36% | Add +0.1% | 13,247 | $755K |
| Embree Financial Group | 0.09% | Add +0.5% | 13,116 | $745K |
| GM Advisory Group, LLC | 0.03% | No change | 13,106 | $745K |
| Serenus Wealth Advisors, LLC | 0.14% | Add +0.2% | 13,003 | $739K |
| RDA Financial Network | 0.18% | Reduce -62.0% | 12,927 | $734K |
| Wallington Asset Management, LLC | 0.09% | Reduce -1.7% | 12,880 | $732K |
| Alteri Wealth LLC | 0.23% | Add +13.4% | 12,755 | $725K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +3618.4% | 12,717 | $722K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -2.6% | 12,641 | $718K |
| Empirical Asset Management, LLC | 0.20% | Add +1.5% | 12,628 | $717K |
| Snowden Capital Advisors LLC | 0.02% | Add +11.8% | 12,625 | $717K |
| Frazier Financial Advisors, LLC | 0.42% | Reduce -6.7% | 12,618 | $717K |
| 4WEALTH Advisors, Inc. | 0.61% | Add +0.0% | 12,455 | $708K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.5% | 12,453 | $707K |
| Richmond Investment Services, LLC | 0.12% | Add +4.4% | 12,452 | $707K |
| Kovack Advisors, Inc. | 0.03% | Add +30.4% | 12,303 | $699K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +59.0% | 12,241 | $695K |
| Castleview Partners, LLC | 0.34% | Add +3.4% | 12,195 | $693K |
| Rossmore Private Capital | 0.06% | Add +51.2% | 12,093 | $687K |
| HF Advisory Group, LLC | 0.24% | Reduce -3.1% | 12,092 | $687K |
| Wallace Advisory Group, LLC | 0.72% | Add +4.0% | 12,053 | $685K |
| Copley Financial Group, Inc. | 0.42% | Add +0.6% | 12,044 | $684K |
| Kirkwood Financial Services | 0.24% | Add +0.6% | 12,016 | $683K |
| First Trust Advisors LP | 0.00% | Add +3.5% | 11,950 | $679K |
| Liberty Wealth Management LLC | 0.09% | Add +6.0% | 11,919 | $677K |
| Edgestream Partners, L.P. | 0.02% | New | 11,806 | $671K |
| Beacon Financial Group | 0.07% | No change | 11,793 | $670K |
| HBW Advisory Services LLC | 0.07% | Add +3.9% | 11,637 | $661K |
| Fortis Group Advisors, LLC | 0.11% | Reduce -0.1% | 11,352 | $660K |
| McDonald Partners LLC | 0.21% | Reduce -7.1% | 11,618 | $660K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 11,593 | $659K |
| NewEdge Wealth, LLC | 0.01% | Add +0.3% | 11,578 | $658K |
| Strategic Financial Concepts, LLC | 0.60% | Reduce -98.8% | 11,543 | $656K |
| Vestia Personal Wealth Advisors | 0.33% | Reduce -0.3% | 11,264 | $654K |
| Mather Group, Llc. | 0.01% | Reduce -0.9% | 11,415 | $649K |
| Wedbush Securities Inc. | 0.02% | Add +7.1% | 11,306 | $642K |
| Carnegie Investment Counsel | 0.01% | Add +4.8% | 11,259 | $640K |
| Drive Wealth Management, LLC | 0.12% | Reduce -25.0% | 11,136 | $633K |
| Syon Capital LLC | 0.03% | No change | 11,118 | $632K |
| Aegis Wealth Management, Inc. | 0.49% | — | 11,086 | $630K |
| Jacobi Capital Management LLC | 0.04% | Reduce -0.7% | 11,035 | $627K |
| Composition Wealth, LLC | 0.01% | Add +2.2% | 11,017 | $626K |
| Diversified Enterprises, LLC | 0.04% | Add +0.2% | 10,948 | $622K |
| PMG Wealth Management, Inc. | 0.45% | No change | 10,867 | $617K |
| Sei Investments Co. | 0.00% | Add +9.3% | 10,690 | $607K |
| Realta Investment Advisors | 0.20% | Reduce -8.3% | 10,603 | $602K |
| IMC-Chicago, LLC | 0.01% | New | 10,600 | $602K |
| Smithfield Trust Co | 0.03% | No change | 10,600 | $600K |
| Detalus Advisors, LLC | 0.15% | No change | 10,539 | $599K |
| Perryman Financial Advisory Inc. | 0.09% | — | 10,530 | $598K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +43.1% | 10,495 | $596K |
| M Holdings Securities, Inc. | 0.04% | New | 10,465 | $595K |
| Evergreen Capital Management LLC | 0.01% | Add +40.2% | 10,469 | $595K |
| Peak Wealth Management LLC | 0.49% | — | 10,376 | $589K |
| Centaurus Financial, Inc. | 0.03% | Reduce -1.3% | 10,370 | $589K |
| Brand Asset Management Group, Inc. | 0.16% | Reduce -3.6% | 10,278 | $584K |
| Prospect Financial Services LLC | 0.34% | Add +0.5% | 10,269 | $583K |
| 626 Financial, LLC | 0.25% | Reduce -14.7% | 10,260 | $583K |
| Investments & Financial Planning, LLC | 0.31% | Reduce -10.2% | 10,234 | $581K |
| Glass Jacobson Investment Advisors llc | 0.21% | Reduce -21.6% | 10,096 | $574K |
| SHP Wealth Management | 0.04% | — | 9,979 | $567K |
| AlphaCore Capital LLC | 0.01% | Add +60.9% | 9,942 | $565K |
| Pathway Financial Advisors LLC | 0.07% | No change | 9,730 | $564K |
| DGS Capital Management, LLC | 0.10% | Reduce -2.4% | 9,892 | $562K |
| YHB Investment Advisors, Inc. | 0.04% | Add +12.7% | 9,855 | $560K |
| Wealth Enhancement Trust Services, Inc. | 0.07% | — | 9,794 | $556K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +102.2% | 9,736 | $553K |
| Pinnacle Bancorp, Inc. | 0.16% | Reduce -2.6% | 9,714 | $552K |
| Arbor Wealth Advisors LLC | 0.39% | No change | 9,650 | $548K |
| Midwest Trust Co | 0.01% | Add +115.9% | 9,559 | $543K |
| Kestra Investment Management, LLC | 0.01% | Add +6.8% | 9,550 | $543K |
| HUB Investment Partners, LLC | 0.01% | Reduce -8.5% | 9,486 | $539K |
| Altfest L J & Co. Inc. | 0.06% | Reduce -10.0% | 9,453 | $537K |
| Regal Investment Advisors LLC | 0.03% | Add +23.5% | 9,425 | $535K |
| OakTrust Wealth Advisors, LLC | 0.49% | — | 9,344 | $531K |
| Liberty Atlantic Advisors LLC | 0.52% | — | 9,313 | $529K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -6.3% | 9,219 | $524K |
| Soltis Investment Advisors LLC | 0.03% | Add +53.2% | 9,170 | $521K |
| Daviman Financial, LLC | 0.30% | — | 9,147 | $520K |
| Brio Consultants, LLC | 0.07% | Add +48.1% | 9,116 | $518K |
| Darrow Company, Inc. | 0.23% | Reduce -4.3% | 9,093 | $517K |
| Vanguard Group Inc. | 0.00% | Add +4.3% | 9,061 | $515K |
| Investment Partners, LTD. | 0.18% | No change | 9,002 | $511K |
| Sax Wealth Advisors, LLC | 0.02% | Add +51.3% | 8,904 | $506K |
| MBL Wealth, LLC | 0.04% | No change | 8,840 | $502K |
| DAVENPORT & Co LLC | 0.00% | Add +64.6% | 8,798 | $500K |
| ORG Partners LLC | 0.09% | Reduce -0.8% | 8,774 | $498K |
| Fortis Advisors, LLC | 0.27% | New | 8,736 | $496K |
| Trueblood Wealth Management, LLC | 0.19% | Add +0.4% | 8,724 | $496K |
| Twin Peaks Wealth Advisors, LLC | 0.14% | Add +35.8% | 8,342 | $495K |
| Crescent Sterling, Ltd. | 0.51% | Add +1.3% | 8,698 | $494K |
| Bluesphere Advisors LLC | 0.22% | Add +2.8% | 8,698 | $494K |
| Dynamic Financial Group | 0.42% | Add +5.1% | 8,601 | $489K |
| Aptus Capital Advisors, LLC | 0.00% | Add +18.9% | 8,562 | $486K |
| Bogart Wealth, LLC | 0.02% | Add +0.1% | 8,555 | $486K |
| Kraematon Investment Advisors, Inc. | 0.39% | Reduce -0.9% | 8,527 | $484K |
| Tribridge Partners Financial LLC | 0.20% | Add +93.9% | 8,519 | $484K |
| True Blue Financial, LLC | 0.40% | — | 8,508 | $483K |
| TrueWealth Financial Partners | 0.40% | New | 8,508 | $483K |
| Colonial River Investments, LLC | 0.17% | Reduce -23.5% | 8,493 | $482K |
| Trustmark Bank Trust Department | 0.03% | No change | 8,458 | $480K |
| Oarsman Capital, Inc. | 0.06% | Reduce -1.0% | 8,445 | $480K |
| Arax Advisory Partners | 0.01% | New | 8,397 | $477K |
| WealthPlan Investment Management, LLC | 0.03% | Add +45.3% | 8,383 | $476K |
| Lavelle Capital LP | 0.30% | — | 8,370 | $476K |
| Cadia Private Client LLC | 0.37% | — | 8,315 | $472K |
| Csenge Advisory Group | 0.02% | New | 8,301 | $472K |
| Portland Financial Advisors Inc | 1.00% | No change | 8,290 | $471K |
| Compass Financial Services Inc | 0.20% | Add +0.2% | 8,281 | $470K |
| BridgePort Financial Solutions, LLC | 0.13% | Add +0.5% | 8,195 | $466K |
| Bill Few Associates, Inc. | 0.11% | Add +1.8% | 8,191 | $465K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -32.6% | 8,162 | $464K |
| Tilson Financial Group, Inc. | 0.14% | Reduce -1.4% | 8,115 | $461K |
| Florida Trust Wealth Management Co | 0.01% | Add +33.6% | 8,077 | $459K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Reduce -3.5% | 8,058 | $458K |
| First Financial Bank - Trust Division | 0.04% | No change | 8,054 | $458K |
| GDS Wealth Management | 0.03% | No change | 8,048 | $457K |
| Aviso Wealth Management | 0.19% | Reduce -25.4% | 8,046 | $457K |
| MCF Advisors LLC | 0.03% | Add +3.4% | 8,032 | $456K |
| Clarity Capital Advisors, LLC | 0.23% | No change | 8,021 | $456K |
| Lynx Investment Advisory | 0.25% | Add +0.5% | 8,003 | $455K |
| Rossby Financial, LCC | 0.14% | Reduce -0.7% | 7,967 | $453K |
| Johnson Wealth Management, LLC | 0.22% | No change | 7,937 | $451K |
| Cowa, LLC | 0.14% | Reduce -3.7% | 7,900 | $449K |
| Strategic Blueprint, LLC | 0.03% | Reduce -18.6% | 7,885 | $448K |
| Net Worth Advisory Group | 0.09% | New | 7,786 | $442K |
| Mullaney, Keating & Wright, Inc. | 0.23% | Add +15.9% | 7,762 | $441K |
| Cascade Investment Advisors, Inc. | 0.26% | Add +6.2% | 7,725 | $439K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -7.1% | 7,660 | $435K |
| Narus Financial Partners, LLC | 0.12% | Add +0.9% | 7,649 | $435K |
| Cerro Pacific Wealth Advisors LLC | 0.12% | Add +11.6% | 7,640 | $434K |
| Prairieview Wealth Partners, LLC | 0.38% | Add +1.9% | 7,465 | $424K |
| FWG Investments, LLC. | 0.27% | Add +0.1% | 7,463 | $424K |
| Somerset Trust Co | 0.13% | Reduce -0.5% | 7,449 | $423K |
| South Shore Capital Advisors | 0.31% | — | 7,380 | $419K |
| Old Second National Bank of Aurora | 0.08% | Add +16.4% | 7,360 | $418K |
| Cahaba Wealth Management, Inc. | 0.03% | No change | 7,359 | $418K |
| Alliancebernstein L.P. | 0.00% | New | 7,337 | $417K |
| PUREfi Wealth, LLC | 0.32% | Add +67.4% | 7,291 | $414K |
| Acute Investment Advisory, LLC | 4.01% | Reduce -12.6% | 7,278 | $413K |
| Truepoint, Inc. | 0.01% | Reduce -0.0% | 7,269 | $413K |
| Ruggiero Investments, Inc. | 0.37% | — | 7,268 | $413K |
| Wealth Advisory Solutions, LLC | 0.10% | Add +1.2% | 7,242 | $411K |
| Allie Family Office LLC | 0.19% | No change | 7,159 | $407K |
| Venture Visionary Partners LLC | 0.01% | Reduce -3.2% | 7,158 | $407K |
| Apollon Wealth Management, LLC | 0.01% | New | 7,151 | $406K |
| SCS Capital Management LLC | 0.00% | No change | 7,131 | $405K |
| Keebeck Wealth Management | 0.05% | No change | 7,116 | $404K |
| Iowa State Bank | 0.08% | No change | 7,100 | $403K |
| Retirement Planning Co of New England, Inc. | 0.16% | Reduce -0.1% | 7,059 | $401K |
| McMill Wealth Management | 0.11% | No change | 7,054 | $401K |
| Drucker Wealth 3.0, LLC | 0.07% | Reduce -2.3% | 7,037 | $400K |
| Mayfair Advisory Group, LLC | 0.16% | No change | 7,018 | $400K |
| Grandview Asset Management LLC | 0.11% | Add +0.6% | 7,021 | $399K |
| SMART Wealth LLC | 0.12% | Add +8.7% | 6,965 | $396K |
| Acorn Wealth Advisors, LLC | 0.12% | Reduce -7.0% | 6,954 | $395K |
| Franklin Resources Inc. | 0.00% | Add +0.0% | 6,952 | $395K |
| Caprock Group, LLC | 0.01% | No change | 6,939 | $394K |
| Warren Street Wealth Advisors, LLC | 0.11% | Reduce -45.5% | 6,882 | $391K |
| JMN Financial LLC | 0.39% | — | 6,844 | $389K |
| Beacon Capital Management, LLC | 0.06% | New | 6,843 | $389K |
| Summit Wealth Group LLC / Co. | 0.05% | New | 6,804 | $387K |
| ETF Store, Inc. | 0.39% | Add +0.3% | 6,801 | $386K |
| Greystone Financial Group, LLC | 0.06% | No change | 6,773 | $385K |
| Cassilly Financial Group LLC | 0.34% | — | 6,765 | $384K |
| Capital Square, LLC | 0.20% | Add +13.2% | 6,762 | $384K |
| GC Wealth Management RIA, LLC | 0.01% | No change | 6,753 | $384K |
| Cape Investment Advisory, Inc. | 0.12% | Add +84.6% | 6,731 | $382K |
| Empowered Funds, LLC | 0.01% | New | 6,729 | $382K |
| JMG Financial Group, Ltd. | 0.01% | Add +29.0% | 6,695 | $380K |
| Costello Asset Management, INC | 0.12% | Add +71.8% | 6,589 | $374K |
| Fortitude Financial, LLC | 0.32% | New | 6,566 | $373K |
| Twelve Points Wealth Management LLC | 0.08% | No change | 6,400 | $373K |
| Key Client Fiduciary Advisors, LLC | 0.13% | Add +0.5% | 6,546 | $372K |
| Susquehanna International Group, LLP | 0.00% | New | 6,539 | $371K |
| Silverlake Wealth Management LLC | 0.08% | Add +26.4% | 6,511 | $370K |
| Compound Planning, Inc. | 0.01% | Add +0.3% | 6,500 | $369K |
| Americana Partners, LLC | 0.01% | Add +43.4% | 6,477 | $368K |
| Ballast, Inc. | 0.09% | Reduce -3.6% | 6,466 | $367K |
| Clearstead Advisors, LLC | 0.00% | No change | 6,358 | $361K |
| Vawter Financial, Ltd. | 0.15% | Reduce -2.0% | 6,354 | $361K |
| Curran Financial Partners, LLC | 0.07% | No change | 6,327 | $359K |
| Mission Creek Capital Partners, Inc. | 0.07% | No change | 6,273 | $356K |
| Stiles Financial Services Inc | 0.11% | Reduce -6.1% | 6,268 | $356K |
| LCNB Corp. | 0.12% | No change | 6,250 | $355K |
| Richard W. Paul & Associates, LLC | 0.12% | Reduce -3.2% | 6,228 | $354K |
| Sterling Investment Counsel, LLC | 0.10% | No change | 6,217 | $353K |
| Hengehold Capital Management LLC | 0.03% | No change | 6,192 | $352K |
| Berkeley, Inc | 0.11% | No change | 6,104 | $347K |
| International Assets Investment Management, LLC | 0.02% | Add +6.9% | 6,095 | $346K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +14.8% | 6,064 | $344K |
| Focused Wealth Management, Inc | 0.04% | Add +0.5% | 6,062 | $344K |
| Roehl & Yi Investment Advisors, LLC | 0.14% | No change | 6,060 | $344K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -4.0% | 5,929 | $344K |
| Thayer Partners, LLC / MA | 0.17% | — | 6,054 | $344K |
| Ieq Capital, LLC | 0.00% | Reduce -0.5% | 5,995 | $341K |
| Mascagni Wealth Management, Inc. | 0.25% | Add +0.3% | 5,983 | $340K |
| Sharper & Granite LLC | 0.12% | Reduce -0.5% | 5,924 | $337K |
| Gill Capital Partners, LLC | 0.10% | No change | 5,918 | $336K |
| Evolution Wealth Advisors, LLC | 0.03% | No change | 5,900 | $335K |
| Tidemark, LLC | 0.10% | Add +0.1% | 5,893 | $335K |
| Pinion Investment Advisors, LLC | 0.08% | No change | 5,860 | $333K |
| GoalVest Advisory LLC | 0.06% | No change | 5,860 | $333K |
| Essex Bank | 0.07% | No change | 5,847 | $332K |
| Smallwood Wealth Investment Management, LLC | 0.17% | No change | 5,842 | $332K |
| Leo Wealth, LLC | 0.02% | Add +19.0% | 5,832 | $331K |
| First Community Trust NA | 0.25% | No change | 5,820 | $331K |
| Hancock Whitney Corp. | 0.01% | No change | 5,796 | $329K |
| Orange Investment Advisors, Inc. | 0.04% | Reduce -10.7% | 5,771 | $328K |
| Cibc World Market Inc. | 0.00% | No change | 5,762 | $327K |
| Reyes Financial Architecture, Inc. | 0.20% | No change | 5,747 | $326K |
| Mma Asset Management LLC | 0.12% | Reduce -50.0% | 5,741 | $326K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.1% | 5,722 | $325K |
| SFG Wealth Management, LLC. | 0.13% | Add +15.4% | 5,714 | $325K |
| Pennington Partners & Co., LLC | 0.13% | Reduce -10.5% | 5,702 | $324K |
| Signaturefd, LLC | 0.00% | Add +9.5% | 5,687 | $323K |
| Ballentine Partners, LLC | 0.00% | Reduce -2.8% | 5,663 | $322K |
| Associated Banc-Corp | 0.01% | New | 5,647 | $321K |
| Cadence Bank | 0.02% | New | 5,636 | $320K |
| Dravo Bay LLC | 0.13% | New | 5,601 | $318K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -1.7% | 5,562 | $316K |
| Old Peak Finance LLC | 0.19% | — | 5,511 | $313K |
| Interchange Capital Partners, LLC | 0.06% | No change | 5,501 | $313K |
| Brookwood Investment Group LLC | 0.04% | New | 5,497 | $312K |
| Keybank National Association | 0.00% | Reduce -16.9% | 5,485 | $312K |
| Insigneo Advisory Services, LLC | 0.02% | Add +15.0% | 5,445 | $309K |
| Tranquility Partners, LLC | 0.11% | No change | 5,420 | $308K |
| Annex Advisory Services, LLC | 0.01% | Reduce -34.6% | 5,385 | $306K |
| NWF Advisory Services Inc. | 0.03% | Add +20.3% | 5,375 | $305K |
| Berger Financial Group, Inc | 0.02% | New | 5,360 | $305K |
| Hegarty Advisors, LLC | 0.26% | — | 5,358 | $304K |
| Range Advisory, LLC | 0.08% | — | 5,355 | $304K |
| Fulton Breakefield Broenniman LLC | 0.02% | New | 5,331 | $303K |
| Everhart Financial Group, Inc. | 0.03% | Add +0.2% | 5,284 | $300K |
| KPP Advisory Services LLC | 0.04% | Reduce -42.3% | 5,271 | $299K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.8% | 5,269 | $299K |
| JFS Wealth Advisors, LLC | 0.02% | Add +21.1% | 5,269 | $299K |
| Fiduciary Group, LLC | 0.03% | Add +3.8% | 5,264 | $299K |
| Ariadne Wealth Management, LP | 0.12% | No change | 5,029 | $295K |
| Erickson Financial Group, LLC | 0.18% | No change | 5,182 | $294K |
| Global View Capital Management LLC | 0.05% | Add +9.4% | 5,172 | $294K |
| Chris Bulman Inc | 0.13% | Add +0.4% | 5,160 | $293K |
| Garden State Investment Advisory Services LLC | 0.07% | Reduce -36.4% | 5,146 | $292K |
| Equity Wealth Partners, LLC | 0.19% | Add +10.0% | 5,143 | $292K |
| Amicus Financial Advisors, LLC | 0.08% | — | 5,125 | $291K |
| Lane Brothers & Co. Inc. | 0.21% | — | 5,124 | $291K |
| TBH Global Asset Management, LLC | 0.05% | New | 5,830 | $291K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 5,137 | $291K |
| Byrne Financial Freedom, LLC | 0.13% | No change | 5,100 | $290K |
| Three Arch Wealth Management LLC | 0.05% | — | 5,094 | $289K |
| Integrity Advisory Solutions, LLC | 0.04% | Add +21.9% | 5,075 | $288K |
| Firethorn Wealth Partners, LLC | 0.11% | Reduce -28.6% | 5,038 | $286K |
| Droms Strauss Advisors Inc. /Mo/ | 0.08% | Add +0.1% | 5,024 | $285K |
| MPWM Advisory Solutions, LLC | 0.16% | Reduce -86.8% | 5,010 | $285K |
| Chicago Wealth Management, Inc. | 0.11% | No change | 4,949 | $281K |
| Cambridge Advisors Inc. | 0.05% | No change | 4,945 | $281K |
| Marion Wealth Management | 0.06% | Add +0.6% | 4,843 | $281K |
| Diesslin Group, Inc. | 0.11% | — | 4,928 | $280K |
| Oasis Advisors, LLC | 0.15% | — | 4,927 | $280K |
| Norris Perne & French LLP | 0.02% | No change | 4,854 | $276K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 4,848 | $275K |
| Neuberger Berman Group LLC | 0.00% | Reduce -11.4% | 4,847 | $275K |
| Glenview Trust Co | 0.00% | New | 4,834 | $275K |
| Hurley Capital, LLC | 0.15% | No change | 4,830 | $274K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -10.2% | 4,819 | $274K |
| Arrowroot Family Office, LLC | 0.10% | Add +0.3% | 4,785 | $272K |
| GK Wealth Management LLC | 0.20% | New | 4,783 | $272K |
| Mayflower Financial Advisors, LLC | 0.03% | Add +27.9% | 4,777 | $271K |
| Wealth Alliance, LLC | 0.03% | Add +15.3% | 4,777 | $271K |
| Kaizen Financial Strategies | 0.12% | Add +11.1% | 4,740 | $269K |
| Wise Wealth Partners | 0.39% | Reduce -8.5% | 4,734 | $269K |
| World Investment Advisors | 0.00% | New | 4,731 | $269K |
| Principle Wealth Partners LLC | 0.02% | Add +4.2% | 4,725 | $268K |
| Elm Partners Management LLC | 0.01% | Add +0.8% | 4,710 | $268K |
| Fusion Family Wealth, LLC | 0.02% | No change | 4,706 | $267K |
| Black Diamond Financial, LLC | 0.03% | No change | 4,695 | $267K |
| Second Line Capital, LLC | 0.05% | Add +10.0% | 4,681 | $266K |
| Valued Retirements, Inc. | 0.26% | No change | 4,631 | $263K |
| KRM Wealth Management L.L.C. | 0.14% | — | 4,625 | $263K |
| Mountain Capital Investment Advisors Inc. | 0.04% | Add +17.2% | 4,514 | $263K |
| Up Capital Management, Inc. | 0.23% | — | 4,610 | $262K |
| HB Wealth Management, LLC | 0.00% | Add +0.2% | 4,603 | $262K |
| Tactive Advisors, LLC | 0.08% | No change | 4,600 | $261K |
| Buck Wealth Strategies, LLC | 0.03% | New | 4,586 | $261K |
| Legacies Wealth LLC | 0.15% | New | 4,580 | $260K |
| Note Advisors, LLC | 0.13% | Add +8.2% | 4,484 | $260K |
| Fisher Asset Management | 0.00% | Add +3.8% | 4,555 | $259K |
| Accel Wealth Management | 0.07% | Add +0.1% | 4,522 | $257K |
| Intellectus Partners, LLC | 0.05% | New | 4,500 | $256K |
| Bayban | 0.22% | — | 4,462 | $253K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Reduce -2.6% | 4,461 | $253K |
| Choate Investment Advisors | 0.01% | No change | 4,454 | $253K |
| Goldstein Advisors, LLC | 0.03% | Add +0.3% | 4,448 | $253K |
| Valley National Advisers Inc. | 0.03% | New | 4,352 | $247K |
| Grantvest Financial Group LLC | 0.16% | Add +0.2% | 4,325 | $246K |
| Phillips Financial Management, LLC | 0.02% | No change | 4,320 | $245K |
| GPS Wealth Strategies Group, LLC | 0.21% | Reduce -96.4% | 4,315 | $245K |
| Walleye Partners, LLC | 0.27% | — | 4,300 | $244K |
| Oath Planning, LLC | 0.24% | — | 4,283 | $243K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.2% | 4,282 | $243K |
| Howard Capital Management Group, LLC | 0.02% | No change | 4,273 | $243K |
| Stirlingshire Investments, Inc. | 0.21% | — | 4,234 | $241K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -0.3% | 4,178 | $237K |
| Forza Wealth Management, LLC | 0.09% | No change | 4,165 | $237K |
| Providence Financial Advisors, LLC | 0.23% | Add +0.0% | 4,123 | $234K |
| TCTC Holdings, LLC | 0.01% | No change | 4,123 | $234K |
| Montz Harcus Wealth Management LLC | 0.09% | Add +12.7% | 4,109 | $233K |
| Mustard Seed Financial, LLC | 0.15% | Reduce -40.8% | 4,091 | $232K |
| Veracity Capital LLC | 0.07% | Add +0.3% | 4,087 | $232K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | No change | 4,083 | $232K |
| Westbourne Investments, Inc. | 0.11% | No change | 4,075 | $232K |
| Eldridge Investment Advisors, Inc. | 0.05% | Add +3.7% | 4,055 | $230K |
| Fiduciary Alliance LLC | 0.01% | Reduce -10.0% | 4,050 | $230K |
| Hopwood Financial Services, Inc. | 0.16% | No change | 4,021 | $228K |
| Delta Capital Management LLC | 0.13% | No change | 4,000 | $227K |
| Graetz Wealth LLC | 0.21% | — | 3,994 | $227K |
| Advisor Resource Council | 0.08% | New | 3,824 | $224K |
| Tucker Asset Management LLC | 0.06% | No change | 3,923 | $223K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 3,903 | $222K |
| Asio Capital, LLC | 0.03% | No change | 3,903 | $222K |
| Winch Advisory Services, LLC | 0.05% | Add +0.5% | 3,887 | $221K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 3,873 | $220K |
| Benchmark Financial Wealth Advisors, LLC | 0.06% | Add +0.6% | 3,872 | $220K |
| ZEGA Investments, LLC | 0.04% | New | 3,871 | $220K |
| Glassman Wealth Services | 0.03% | No change | 3,833 | $218K |
| SmartHarvest Portfolios, LLC | 0.08% | — | 3,832 | $218K |
| Crews Bank & Trust | 0.03% | No change | 3,816 | $217K |
| Victory Financial Group, LLC | 0.03% | New | 3,814 | $217K |
| HBK Sorce Advisory LLC | 0.01% | No change | 3,642 | $217K |
| Nwam LLC | 0.01% | Reduce -46.5% | 3,739 | $216K |
| Westco Advisory Services Inc. | 0.13% | — | 3,798 | $216K |
| Plancorp, LLC | 0.01% | New | 3,791 | $215K |
| White Lighthouse Investment Management Inc. | 0.03% | Add +1.4% | 3,774 | $214K |
| Keenan, LLC | 0.19% | — | 3,756 | $213K |
| Commerce Bank | 0.00% | New | 3,715 | $211K |
| Carlson Financial, Inc. | 0.12% | — | 3,699 | $210K |
| Summit Place Financial Advisors, LLC | 0.10% | New | 3,675 | $209K |
| Bernardo Wealth Planning LLC | 0.04% | Add +0.1% | 3,673 | $209K |
| Wilkins Miller Wealth Management, LLC | 0.12% | Reduce -38.6% | 3,670 | $209K |
| Stonebridge Financial Planning Group, LLC | 0.07% | No change | 3,652 | $207K |
| Emerald Advisors, LLC | 0.03% | No change | 3,622 | $206K |
| Concord Wealth Partners | 0.03% | No change | 3,613 | $205K |
| Archer Investment Management, LLC | 0.11% | New | 3,597 | $204K |
| Villere St Denis J & Co. LLC | 0.02% | New | 3,597 | $204K |
| Rockwood Wealth Management, LLC | 0.02% | Reduce -28.1% | 3,589 | $204K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 3,570 | $203K |
| Financial Strategies Group, Inc. | 0.04% | New | 3,491 | $202K |
| Falcon Wealth Planning | 0.02% | New | 3,558 | $202K |
| AdviceOne Advisory Services, LLC | 0.12% | New | 3,542 | $201K |
| Rothschild Investment LLC | 0.01% | Reduce -1.1% | 3,506 | $199K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 3,450 | $196K |
| LRI Investments, LLC | 0.02% | No change | 3,383 | $192K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Reduce -10.1% | 3,322 | $189K |
| Topsail Wealth Management, LLC | 0.03% | No change | 3,275 | $186K |
| Evermay Wealth Management LLC | 0.02% | No change | 3,179 | $181K |
| Pin Oak Investment Advisors Inc. | 0.13% | No change | 3,026 | $180K |
| Ancora Advisors LLC | 0.00% | Reduce -0.8% | 2,995 | $170K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.5% | 2,990 | $170K |
| SBI Securities Co., Ltd. | 0.00% | Add +5.8% | 2,961 | $168K |
| National Bank of Canada | 0.00% | Add +18.0% | 2,909 | $165K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -94.6% | 2,874 | $163K |
| Colonial Trust Co / SC | 0.02% | No change | 2,800 | $160K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 2,774 | $158K |
| Operose Advisors LLC | 0.04% | No change | 2,767 | $157K |
| Blue Trust, Inc. | 0.00% | Reduce -3.8% | 2,706 | $154K |
| Heritage Wealth Advisors | 0.01% | No change | 2,494 | $142K |
| Murphy & Mullick Capital Management Corp | 0.10% | Add +4.3% | 2,403 | $137K |
| Noble Wealth Management PBC | 0.07% | Reduce -0.1% | 2,316 | $132K |
| Urban Financial Advisory Corp | 0.05% | Add +0.6% | 2,282 | $130K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 2,235 | $127K |
| TD Private Client Wealth LLC | 0.00% | No change | 2,164 | $123K |
| Canton Hathaway, LLC | 0.02% | New | 2,160 | $123K |
| Independence Bank of Kentucky | 0.02% | New | 2,159 | $123K |
| Hantz Financial Services, Inc. | 0.00% | Add +11.2% | 2,118 | $120K |
| Darwin Wealth Management, LLC | 0.04% | Reduce -13.9% | 2,107 | $120K |
| Trust Co. of Vermont | 0.00% | Add +6.8% | 2,042 | $116K |
| Sound Income Strategies, LLC | 0.01% | Add +155.7% | 1,964 | $114K |
| Bare Financial Services, Inc | 0.03% | No change | 2,000 | $114K |
| Dogwood Wealth Management LLC | 0.05% | Reduce -99.3% | 1,868 | $106K |
| NBT Bank, N.A. | 0.01% | Add +0.2% | 1,001 | $104K |
| Strive Financial Group ,LLC | 0.05% | — | 1,791 | $102K |
| Evolution Wealth Management Inc. | 0.08% | Reduce -5.7% | 1,737 | $99K |
| Basepoint Wealth LLC | 0.06% | New | 1,669 | $95K |
| Dunhill Financial, LLC | 0.03% | Reduce -1.5% | 1,658 | $94K |
| Coston, McIsaac & Partners | 0.02% | No change | 1,628 | $92K |
| Maseco LLP | 0.00% | New | 1,606 | $91K |
| Pacific Center for Financial Services | 0.02% | No change | 1,580 | $87K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +153.4% | 1,533 | $87K |
| Pinney & Scofield, Inc. | 0.05% | No change | 1,514 | $86K |
| Archer Investment Corp | 0.02% | Reduce -0.3% | 1,510 | $86K |
| Nvwm, LLC | 0.02% | No change | 1,461 | $83K |
| Manchester Capital Management LLC | 0.01% | Add +50.4% | 1,450 | $82K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,438 | $82K |
| Optima Capital LLC | 0.03% | New | 1,371 | $78K |
| Kingdom Financial Group LLC. | 0.02% | New | 1,355 | $77K |
| Thompson Investment Management, Inc. | 0.01% | Add +0.8% | 1,300 | $74K |
| Cornerstone Planning Group LLC | 0.01% | Add +2459.2% | 1,254 | $73K |
| Crewe Advisors LLC | 0.01% | Add +41.1% | 1,276 | $72K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,260 | $72K |
| First Financial Corp. | 0.02% | No change | 1,157 | $66K |
| Asset Dedication, LLC | 0.00% | Reduce -7.4% | 1,122 | $64K |
| Byrne Asset Management LLC | 0.03% | No change | 177 | $62K |
| Parallel Advisors, LLC | 0.00% | Add +63.2% | 1,051 | $60K |
| Longview Financial Advisors LLC | 0.03% | No change | 1,024 | $58K |
| Access Investment Management LLC | 0.02% | No change | 1,050 | $58K |
| Investment Research & Advisory Group, Inc. | 0.02% | New | 1,021 | $58K |
| Ballast Advisors LLC | 0.02% | Reduce -2.7% | 1,007 | $57K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,000 | $57K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -1.0% | 985 | $56K |
| NFSG Corp | 0.01% | No change | 911 | $52K |
| Steph & Co. | 0.01% | No change | 885 | $50K |
| Essential Partners LLC | 0.02% | No change | 869 | $49K |
| Grand Wealth Management, LLC | 0.02% | No change | 841 | $48K |
| MJT & Associates Financial Advisory Group, Inc. | 0.04% | Reduce -24.9% | 840 | $48K |
| Wagner Wealth Management, LLC | 0.01% | Reduce -0.5% | 812 | $46K |
| TFC Financial Management, Inc. | 0.01% | No change | 799 | $45K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 796 | $45K |
| O'Domhnaill Enterprises, Inc. | 0.04% | — | 761 | $43K |
| FWL Investment Management, LLC | 0.01% | No change | 735 | $42K |
| Trust Co | 0.00% | New | 724 | $41K |
| Kilter Group LLC | 0.02% | Add +0.6% | 721 | $41K |
| Curio Wealth, LLC | 0.01% | New | 702 | $40K |
| North Star Investment Management Corp. | 0.00% | Add +0.6% | 708 | $40K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.4% | 690 | $39K |
| IFC & Insurance Marketing, Inc. | 0.04% | — | 664 | $38K |
| VSM Wealth Advisory, LLC | 0.01% | Add +0.6% | 662 | $38K |
| Align Financial, LLC | 0.02% | — | 37,551 | $38K |
| Financial Consulate, Inc. | 0.01% | New | 651 | $37K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 638 | $36K |
| Atlas Capital Advisors Inc. | 0.00% | — | 619 | $35K |
| Lodestone Wealth Management LLC | 0.01% | New | 612 | $35K |
| Park Place Capital Corp | 0.01% | No change | 597 | $34K |
| Ascentis Wealth Management, LLC | 0.01% | Add +0.2% | 576 | $33K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 569 | $32K |
| CDKV Holdings LLC | 0.03% | — | 560 | $32K |
| Triumph Capital Management | 0.01% | New | 548 | $31K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 544 | $31K |
| CVA Family Office, LLC | 0.00% | Add +0.6% | 537 | $30K |
| CENTRAL TRUST Co | 0.00% | Add +191.2% | 527 | $30K |
| Tompkins Financial Corp. | 0.00% | No change | 526 | $30K |
| Fiduciary Advisors, Inc. | 0.02% | Add +0.6% | 508 | $29K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 503 | $29K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 462 | $26K |
| Highline Wealth Partners LLC | 0.01% | Add +229.2% | 451 | $26K |
| Glenmede Trust Co. NA | 0.00% | — | 442 | $25K |
| Key Capital Management, INC | 0.02% | — | 440 | $25K |
| Hartford Financial Management Inc. | 0.01% | No change | 420 | $24K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 402 | $23K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +11.3% | 395 | $22K |
| Albion Financial Group | 0.00% | New | 384 | $22K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 375 | $21K |
| Elevated Capital Advisors, LLC | 0.00% | New | 371 | $21K |
| Hanson & Doremus Investment Management | 0.00% | No change | 353 | $20K |
| Wellington-Altus USA Inc. | 0.01% | — | 346 | $20K |
| DecisionPoint Financial, LLC | 0.00% | New | 344 | $20K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 340 | $19K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 328 | $19K |
| KERR FINANCIAL PLANNING Corp | 0.02% | Add +114.6% | 309 | $18K |
| City Holding Co. | 0.00% | No change | 305 | $17K |
| New Millennium Group LLC | 0.01% | New | 292 | $17K |
| Pacifica Partners Inc. | 0.01% | No change | 290 | $17K |
| Parkside Financial Bank & Trust | 0.00% | No change | 284 | $16K |
| Team Financial Group, LLC | 0.01% | Add +0.7% | 280 | $16K |
| United Community Bank | 0.01% | Reduce -30.3% | 264 | $15K |
| Networth Advisors, LLC | 0.01% | — | 263 | $15K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 259 | $15K |
| Ransom Advisory, Ltd | 0.01% | New | 250 | $14K |
| Fortitude Family Office, LLC | 0.00% | New | 238 | $14K |
| Providence Capital Advisors, LLC | 0.00% | No change | 229 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 220 | $12K |
| Estate Planners Group, LLC | 0.01% | — | 216 | $12K |
| Avion Wealth | 0.00% | Add +0.5% | 212 | $12K |
| WPG Advisers, LLC | 0.01% | Add +0.5% | 209 | $12K |
| DT Investment Partners, LLC | 0.00% | New | 200 | $11K |
| Hughes Financial Services, LLC | 0.00% | No change | 198 | $11K |
| Bessemer Group Inc. | 0.00% | New | 200 | $11K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -8.2% | 190 | $11K |
| Signature Equity Partners, LLC | 0.01% | — | 190 | $11K |
| Quaker Wealth Management, LLC | 0.00% | No change | 183 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -30.1% | 179 | $10K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 181 | $10K |
| Affinity Wealth LLC | 0.01% | New | 175 | $10K |
| Abound Wealth Management | 0.00% | Reduce -54.6% | 174 | $10K |
| Go Invest LLC | 0.00% | — | 170 | $10K |
| Blueline Advisors LLC | 0.01% | — | 140 | $8K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 135 | $8K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -28.7% | 124 | $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 | $7K |
| REAP Financial Group, LLC | 0.00% | New | 116 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 114 | $6K |
| Blume Capital Management, Inc. | 0.00% | No change | 112 | $6K |
| Wilkerson Advisory Group LLC | 0.00% | — | 111 | $6K |
| Gilpin Wealth Management, LLC | 0.00% | — | 100 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 95 | $5K |
| Ameriflex Group, Inc. | 0.00% | New | 92 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 87 | $5K |
| CNB Bank | 0.00% | Reduce -20.0% | 72 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +1.6% | 64 | $4K |
| Stone House Investment Management, LLC | 0.00% | No change | 60 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -22.4% | 66 | $3K |
| Monetary Solutions, Ltd | 0.00% | — | 50 | $3K |
| EPG Wealth Management LLC | 0.00% | Add +87.0% | 43 | $2K |
| Spurstone Advisory Services, LLC | 0.04% | No change | 40 | $2K |
| Horizon Bancorp Inc. | 0.00% | No change | 36 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 30 | $2K |
| Breakwater Investment Management | 0.00% | No change | 26 | $1K |
| Sittner & Nelson, LLC | 0.00% | New | 17 | $1K |
| Rialto Wealth Management, LLC | 0.00% | No change | 16 | $909 |
| Founders Capital Management | 0.00% | No change | 4 | $243 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $178 |
"% 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.