SS Materials Select SectorXLBETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 796 institutions reported holding SS Materials Select Sector (XLB) in their 13F filings, up 3 from Q1 2024. 84 opened new positions and 80 sold out. The largest holders were Morgan Stanley ($612.8M), Goldman Sachs Group Inc. ($471.3M) and Bank of America Corp. ($458.4M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS Materials Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q2 2024)
- CUSIP
- 81369Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $386.6M |
| Exits | 80 | $139.9M |
All 13F filers, Q1 2024 → Q2 2024: 13,409,499 shares bought and 8,750,448 shares sold, net +4,659,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 796 holders
| Morgan Stanley | 0.05% | Add +113.0% | 6,939,463 | $612.8M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -12.1% | 5,336,339 | $471.3M |
| Bank of America Corp. | 0.04% | Reduce -20.5% | 5,190,461 | $458.4M |
| Wells Fargo & Company | 0.07% | Add +7.0% | 3,023,036 | $267.0M |
| ING Groep NV | 1.00% | New | 1,900,000 | $167.8M |
| BNP Paribas Financial Markets | 0.12% | Reduce -22.0% | 1,255,822 | $110.9M |
| LPL Financial LLC | 0.05% | Add +55.6% | 1,220,589 | $107.8M |
| Migdal Insurance & Financial Holdings Ltd. | 1.72% | Add +17420.9% | 1,166,893 | $103.0M |
| Cibc World Market Inc. | 0.22% | Reduce -32.9% | 1,001,618 | $88.5M |
| UBS Group AG | 0.03% | Add +1.3% | 937,638 | $82.8M |
| Factory Mutual Insurance Co. | 0.91% | Reduce -0.3% | 902,300 | $79.7M |
| CHURCHILL MANAGEMENT Corp | 0.79% | New | 756,570 | $66.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -28.1% | 738,912 | $65.3M |
| Harel Insurance Investments & Financial Services Ltd. | 1.16% | Add +18586.8% | 698,701 | $61.7M |
| EP Wealth Advisors, LLC | 0.64% | Add +39.7% | 677,526 | $59.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.16% | Add +100.0% | 600,000 | $53.0M |
| Barclays PLC | 0.02% | Reduce -41.3% | 592,613 | $52.3M |
| Qube Research & Technologies Ltd | 0.09% | Add +54.4% | 535,679 | $47.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +10.2% | 535,211 | $47.3M |
| Commerce Bank | 0.30% | Add +1.6% | 530,287 | $46.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -13.9% | 529,430 | $46.7M |
| Citigroup Inc. | 0.04% | Reduce -55.3% | 525,624 | $46.4M |
| Natixis | 0.28% | Reduce -0.1% | 499,500 | $44.1M |
| Two Sigma Investments, LP | 0.09% | Add +108.3% | 434,500 | $38.4M |
| PGIM Custom Harvest LLC | 0.77% | Add +10.2% | 391,049 | $34.5M |
| Cetera Investment Advisers | 0.08% | Add +3.2% | 380,731 | $33.6M |
| Royal Bank of Canada | 0.01% | Reduce -7.3% | 374,002 | $33.0M |
| Alps Advisors Inc. | 0.22% | Add +8.8% | 357,172 | $31.5M |
| Susquehanna International Group, LLP | 0.05% | Reduce -46.3% | 348,306 | $30.8M |
| Legal & General Group Plc | 0.01% | Add +6.7% | 333,057 | $29.4M |
| Miller Investment Management, LP | 3.48% | Reduce -28.1% | 330,242 | $29.2M |
| Two Sigma Advisers, LP | 0.06% | New | 287,000 | $25.3M |
| Raymond James & Associates | 0.02% | Add +9.5% | 265,809 | $23.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +0.7% | 261,989 | $23.1M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -11.2% | 247,859 | $21.9M |
| D. E. Shaw & Co. | 0.03% | Add +36.0% | 244,792 | $21.6M |
| Cornerstone Advisors, LLC | 0.85% | Add +18.4% | 237,200 | $20.9M |
| Estate Counselors, LLC | 2.28% | Add +77.1% | 236,010 | $20.8M |
| Focus Partners Wealth | 0.07% | New | 235,786 | $20.8M |
| Mariner, LLC | 0.04% | Add +1.8% | 234,357 | $20.7M |
| State of Wisconsin Investment Board | 0.05% | Reduce -33.6% | 225,000 | $19.9M |
| RiverFront Investment Group, LLC | 0.52% | Add +0.5% | 219,488 | $19.4M |
| Country Trust Bank | 0.44% | Add +0.2% | 198,577 | $17.5M |
| Meiji Yasuda Life Insurance Co | 0.32% | Add +9.9% | 180,924 | $16.0M |
| Northern Trust Corp. | 0.00% | Add +4.1% | 167,651 | $14.8M |
| Balyasny Asset Management L.P. | 0.04% | Add +2167.8% | 164,344 | $14.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.43% | Add +6.2% | 164,304 | $14.5M |
| Sollinda Capital Management LLC | 4.31% | New | 160,109 | $14.1M |
| Dakota Wealth Management | 0.32% | Add +33.9% | 154,155 | $13.6M |
| Corient Private Wealth LP | 0.02% | Reduce -2.6% | 148,547 | $13.1M |
| Prudential Financial Inc. | 0.02% | Add +2301.8% | 143,843 | $12.7M |
| Fifth Third Bancorp | 0.05% | Add +1.4% | 139,822 | $12.3M |
| Truist Financial Corp. | 0.02% | Reduce -2.0% | 139,529 | $12.3M |
| Tower Research Capital LLC (TRC) | 0.20% | Add +0.6% | 137,010 | $12.1M |
| Swan Global Investments, LLC | 0.58% | Reduce -11.7% | 131,966 | $11.7M |
| Trust Asset Management LLC | 0.96% | No change | 129,340 | $11.4M |
| Millburn Ridgefield LLC | 0.30% | Add +86.2% | 128,424 | $11.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +17.1% | 127,792 | $11.3M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.5% | 127,605 | $11.3M |
| Hollencrest Capital Management | 0.50% | Add +0.5% | 127,635 | $11.3M |
| Cwm, LLC | 0.05% | Add +15.1% | 126,889 | $11.2M |
| Agf Management Ltd. | 0.06% | Reduce -2.7% | 121,073 | $10.7M |
| Biltmore Wealth Management, LLC | 4.60% | Add +1.0% | 120,286 | $10.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +12.1% | 119,363 | $10.5M |
| TCV Trust & Wealth Management, Inc. | 1.00% | Reduce -0.3% | 118,381 | $10.5M |
| GW Henssler & Associates Ltd. | 0.62% | Reduce -1.3% | 115,939 | $10.2M |
| US Bancorp \de | 0.01% | Add +4.1% | 114,573 | $10.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -28.5% | 109,634 | $9.7M |
| Schonfeld Strategic Advisors LLC | 0.07% | Add +191.3% | 106,127 | $9.4M |
| Ameraudi Asset Management, Inc. | 4.04% | Add +1223.2% | 100,586 | $8.9M |
| KCM Investment Advisors LLC | 0.32% | Reduce -0.3% | 100,116 | $8.8M |
| Credit Agricole S A | 0.05% | New | 100,000 | $8.8M |
| Full Sail Capital, LLC | 0.59% | Add +4.1% | 99,594 | $8.8M |
| Advisory Alpha, LLC | 0.34% | Add +4.4% | 98,129 | $8.7M |
| BlackRock Inc. | 0.00% | Reduce -76.8% | 96,310 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +13.7% | 95,952 | $8.5M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -10.1% | 93,746 | $8.3M |
| Assetmark, Inc. | 0.03% | Add +5159.7% | 93,149 | $8.2M |
| Hirtle & Co., LLC | 0.41% | No change | 92,920 | $8.2M |
| Jmac Enterprises LLC | 1.43% | Add +26.4% | 92,354 | $8.2M |
| Integrated Wealth Concepts LLC | 0.11% | Add +0.7% | 91,621 | $8.1M |
| Walleye Capital LLC | 0.09% | Add +1287.9% | 91,074 | $8.0M |
| Paloma Partners Management Co | 0.87% | New | 90,531 | $8.0M |
| Bank of Montreal | 0.00% | Add +0.4% | 87,797 | $7.8M |
| Stifel Financial Corp. | 0.01% | Add +21.6% | 87,447 | $7.7M |
| Meitav Investment House Ltd. | 0.14% | Reduce -81.1% | 87,282 | $7.7M |
| Royal Fund Management, LLC | 1.03% | New | 86,348 | $7.6M |
| Invst, LLC | 0.83% | New | 86,520 | $7.5M |
| Van Eck Associates Corp. | 0.01% | New | 83,502 | $7.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -17.5% | 82,506 | $7.3M |
| Graypoint LLC | 0.50% | Add +1.2% | 82,378 | $7.3M |
| First Interstate Bank | 0.47% | Reduce -3.0% | 80,679 | $7.1M |
| Millennium Management | 0.01% | Add +60.9% | 79,768 | $7.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.5% | 78,314 | $6.9M |
| Armstrong Advisory Group, Inc. | 0.61% | Reduce -7.3% | 77,599 | $6.9M |
| Parallax Volatility Advisers, L.P. | 0.20% | New | 77,359 | $6.8M |
| United Asset Strategies, Inc. | 0.66% | Add +13.4% | 75,596 | $6.7M |
| Jane Street Group, LLC | 0.01% | Add +121.6% | 75,551 | $6.7M |
| Sandy Spring Bank | 0.27% | Add +1.5% | 70,181 | $6.2M |
| Peapack Gladstone Financial Corp. | 0.09% | Add +0.8% | 69,316 | $6.1M |
| New York Life Investment Management LLC | 0.06% | Add +41.3% | 67,299 | $5.9M |
| Private Wealth Advisors, LLC | 2.54% | Reduce -25.0% | 66,915 | $5.8M |
| Trilogy Capital Inc. | 0.31% | Add +25.8% | 65,583 | $5.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -2.1% | 65,556 | $5.8M |
| First Merchants Corp. | 0.22% | Reduce -2.4% | 62,989 | $5.6M |
| Dumont & Blake Investment Advisors LLC | 0.78% | Add +100.4% | 62,567 | $5.5M |
| MML Investors Services, LLC | 0.02% | Reduce -10.5% | 60,367 | $5.3M |
| Bar Harbor Wealth Management | 0.35% | Reduce -3.0% | 60,151 | $5.3M |
| Alliancebernstein L.P. | 0.00% | New | 59,714 | $5.3M |
| CMH Wealth Management LLC | 1.30% | Reduce -1.3% | 59,677 | $5.3M |
| Fortem Financial Group, LLC | 2.25% | Reduce -0.3% | 59,349 | $5.2M |
| Capital Insight Partners, LLC | 0.99% | Add +2.0% | 59,105 | $5.2M |
| Martin & Co. Inc. | 1.30% | Reduce -0.4% | 58,649 | $5.2M |
| Park Avenue Securities LLC | 0.06% | Add +9.6% | 58,418 | $5.2M |
| Alerus Financial NA | 0.38% | Reduce -2.7% | 58,213 | $5.1M |
| Ferguson Wellman Capital Management, Inc. | 0.10% | Reduce -6.3% | 56,196 | $5.0M |
| Client First Capital LLC | 2.89% | New | 54,422 | $4.8M |
| AE Wealth Management LLC | 0.05% | Add +20.6% | 54,278 | $4.8M |
| Private Advisor Group, LLC | 0.03% | Reduce -2.6% | 53,982 | $4.8M |
| Innova Wealth Partners | 3.39% | Reduce -1.6% | 53,728 | $4.7M |
| Monument Capital Management | 1.39% | New | 53,547 | $4.7M |
| Capital Investment Advisory Services, LLC | 0.49% | Add +5125.4% | 53,299 | $4.7M |
| Gladstone Institutional Advisory LLC | 0.24% | Add +227.5% | 52,749 | $4.7M |
| LifePlan Financial, LLC | 4.26% | Reduce -0.2% | 52,422 | $4.6M |
| Cerity Partners LLC | 0.01% | Reduce -4.5% | 52,362 | $4.6M |
| Morningstar Investment Management LLC | 0.47% | Reduce -84.1% | 50,763 | $4.5M |
| Axxcess Wealth Management, LLC | 0.12% | Add +37.9% | 49,769 | $4.4M |
| Chemung Canal Trust Co. | 0.83% | Add +85.5% | 48,819 | $4.3M |
| One Wealth Map LLC | 2.61% | Add +1.8% | 46,679 | $4.2M |
| Ayalon Insurance Comp Ltd. | 1.36% | Reduce -5.3% | 46,894 | $4.1M |
| J.Safra Asset Management Corp | 0.40% | Add +5.8% | 45,338 | $4.0M |
| Algorithmic Investment Models, LLC | 3.10% | Reduce -2.8% | 44,933 | $4.0M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +0.9% | 44,525 | $3.9M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +1.9% | 44,311 | $3.9M |
| Centaurus Financial, Inc. | 0.25% | Add +3.8% | 42,456 | $3.7M |
| FMR LLC | 0.00% | Add +116.3% | 41,863 | $3.7M |
| Brevan Howard Capital Management LP | 0.25% | New | 41,590 | $3.7M |
| NBT Bank, N.A. | 0.26% | Add +53.2% | 41,306 | $3.6M |
| Tamar Securities, LLC | 0.59% | Add +3.4% | 41,017 | $3.6M |
| ArchPoint Investors | 1.35% | No change | 40,727 | $3.6M |
| German American Bancorp, Inc. | 0.41% | Add +2.0% | 40,572 | $3.6M |
| Krilogy Financial LLC | 0.25% | Add +5.8% | 39,091 | $3.5M |
| Oppenheimer & Co. Inc. | 0.05% | Add +289.5% | 38,971 | $3.4M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.5% | 38,924 | $3.4M |
| Canton Hathaway, LLC | 0.88% | Add +0.5% | 36,554 | $3.2M |
| Centiva Capital, LP | 0.16% | Add +232.9% | 36,477 | $3.2M |
| CoreCap Advisors, LLC | 0.33% | Reduce -3.3% | 36,221 | $3.2M |
| NorthCrest Asset Manangement, LLC | 0.11% | Reduce -0.4% | 36,175 | $3.2M |
| Trek Financial, LLC | 0.25% | Reduce -5.2% | 35,552 | $3.1M |
| Advisory Services Network, LLC | 0.06% | Add +0.3% | 35,522 | $3.1M |
| Bellwether Advisors, LLC | 0.66% | Add +0.1% | 35,369 | $3.1M |
| Hudson Bay Capital Management LP | 0.03% | Reduce -78.6% | 35,348 | $3.1M |
| Comerica Bank | 0.01% | Reduce -2.7% | 34,686 | $3.1M |
| Creative Planning | 0.00% | Reduce -1.4% | 34,222 | $3.0M |
| Harbour Investment Management LLC | 1.39% | Add +2.3% | 34,118 | $3.0M |
| Providence First Trust Co | 1.35% | Add +0.0% | 33,993 | $3.0M |
| Obsidian Personal Planning Solutions LLC | 1.79% | Add +4.7% | 33,266 | $2.9M |
| AMG National Trust Bank | 0.08% | Add +47.3% | 33,263 | $2.9M |
| Sanctuary Advisors, LLC | 0.02% | — | 32,363 | $2.9M |
| DRW Securities, LLC | 0.18% | Reduce -17.3% | 32,460 | $2.9M |
| Toth Financial Advisory Corp. | 0.36% | Add +1.0% | 32,439 | $2.9M |
| Arkadios Wealth Advisors | 0.19% | Add +11.5% | 31,881 | $2.8M |
| SteelPeak Wealth, LLC | 0.13% | Add +127.7% | 31,645 | $2.8M |
| SG Americas Securities, LLC | 0.02% | Reduce -73.6% | 31,350 | $2.8M |
| Trust Co. of Oklahoma | 0.97% | Reduce -1.1% | 31,296 | $2.8M |
| IMC-Chicago, LLC | 0.09% | New | 31,067 | $2.7M |
| Provident Co of the Employees of the Hebrew University LTD | 3.19% | No change | 30,293 | $2.7M |
| Simmons Bank | 0.20% | Reduce -0.7% | 30,217 | $2.7M |
| HSBC Holdings PLC | 0.00% | Reduce -39.1% | 29,369 | $2.6M |
| Bray Capital Advisors | 0.65% | Add +1.0% | 29,442 | $2.6M |
| Hills Bank & Trust Co | 0.21% | Reduce -2.5% | 29,429 | $2.6M |
| Measured Wealth Private Client Group, LLC | 0.91% | Add +18.3% | 29,375 | $2.6M |
| Terra Nova Asset Management LLC | 2.04% | Reduce -0.1% | 29,269 | $2.6M |
| IHT Wealth Management, LLC | 0.10% | Reduce -13.0% | 29,111 | $2.6M |
| WBH Advisory Inc. | 0.26% | Add +0.0% | 28,931 | $2.6M |
| High Note Wealth, LLC | 0.77% | Reduce -2.0% | 28,636 | $2.5M |
| Moulton Wealth Management, Inc. | 2.28% | Reduce -1.9% | 28,542 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.5% | 28,377 | $2.5M |
| Meridian Investment Counsel Inc. | 0.77% | Add +0.0% | 27,525 | $2.4M |
| Sigma Planning Corp | 0.08% | Add +24.7% | 27,420 | $2.4M |
| Legacy Private Trust Co. | 0.17% | Add +2.4% | 27,135 | $2.4M |
| GenTrust, LLC | 0.13% | New | 27,015 | $2.4M |
| HTLF Bank | 0.27% | Reduce -5.4% | 26,908 | $2.4M |
| Telos Capital Management, Inc. | 0.26% | Reduce -0.4% | 26,861 | $2.4M |
| Lee Danner & Bass Inc. | 0.18% | — | 26,760 | $2.4M |
| Old National Bancorp | 0.05% | Reduce -12.3% | 26,107 | $2.3M |
| Vanguard Group Inc. | 0.00% | No change | 26,075 | $2.3M |
| Atom Investors LP | 0.23% | Reduce -21.0% | 25,873 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | Add +1.3% | 25,684 | $2.3M |
| IMZ Advisory Inc | 1.13% | Reduce -28.5% | 25,571 | $2.3M |
| Whalen Wealth Management Inc. | 1.78% | Add +1.0% | 25,461 | $2.2M |
| Wealth Advisors of Tampa Bay, LLC | 1.05% | Add +1.0% | 25,425 | $2.2M |
| Stillwater Capital Advisors, LLC | 0.31% | Add +2.7% | 25,371 | $2.2M |
| WP Advisors, LLC | 0.71% | Reduce -0.8% | 25,260 | $2.2M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Add +136.8% | 25,015 | $2.2M |
| Family Legacy, Inc. | 0.78% | Add +2.0% | 24,511 | $2.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +24.3% | 24,008 | $2.1M |
| Clarity Financial LLC | 0.32% | Reduce -0.6% | 23,818 | $2.1M |
| Riggs Asset Managment Co. Inc. | 0.63% | Reduce -0.9% | 23,814 | $2.1M |
| Capital Advisors, Ltd. LLC | 0.27% | No change | 23,741 | $2.1M |
| Financial Counselors Inc. | 0.03% | Reduce -0.3% | 23,543 | $2.1M |
| Alpine Global Management, LLC | 0.39% | New | 23,198 | $2.0M |
| AlphaMark Advisors, LLC | 0.70% | Reduce -2.5% | 22,951 | $2.0M |
| Keybank National Association | 0.01% | Reduce -3.6% | 22,848 | $2.0M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -1.3% | 22,842 | $2.0M |
| Zuckerman Investment Group, LLC | 0.23% | Add +1.1% | 22,800 | $2.0M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -2.2% | 22,511 | $2.0M |
| Tudor Investment Corporation | 0.02% | New | 22,495 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.21% | Reduce -7.7% | 22,334 | $2.0M |
| Garrison Point Advisors, LLC | 1.30% | Add +1.8% | 22,268 | $2.0M |
| Innealta Capital, LLC | 0.65% | Reduce -14.7% | 22,117 | $2.0M |
| Spire Wealth Management | 0.07% | Reduce -13.5% | 21,964 | $1.9M |
| Bedell Frazier Investment Counselling, LLC | 0.45% | Reduce -0.1% | 21,298 | $1.9M |
| Belpointe Asset Management LLC | 0.13% | Add +553.2% | 20,980 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +0.9% | 20,972 | $1.9M |
| Trust Co | 0.24% | Reduce -3.9% | 20,685 | $1.8M |
| Zullo Investment Group, Inc. | 0.80% | Add +3.5% | 20,621 | $1.8M |
| AdvisorNet Financial, Inc | 0.16% | Add +0.3% | 20,505 | $1.8M |
| CENTRAL TRUST Co | 0.04% | Reduce -4.7% | 20,482 | $1.8M |
| Premier Path Wealth Partners, LLC | 0.30% | Add +2.5% | 20,044 | $1.8M |
| Advisory Resource Group | 0.40% | Add +8.3% | 20,020 | $1.8M |
| CX Institutional | 0.08% | Add +40.5% | 19,824 | $1.8M |
| Butensky & Cohen Financial Security, Inc. | 0.56% | Reduce -0.6% | 19,756 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +25.5% | 19,644 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Add +25.8% | 19,480 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +38.2% | 19,474 | $1.7M |
| Callan Capital, LLC | 0.14% | Add +0.1% | 19,461 | $1.7M |
| Finivi Inc. | 1.41% | Add +2.5% | 19,224 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +35.0% | 19,123 | $1.7M |
| Abbrea Capital, LLC | 0.22% | Add +1.9% | 19,035 | $1.7M |
| American Financial & Tax Strategies Inc. | 0.88% | Reduce -0.5% | 18,954 | $1.7M |
| Merit Financial Group, LLC | 0.04% | Add +0.1% | 18,411 | $1.6M |
| Phoenix Financial Ltd. | 0.02% | New | 18,330 | $1.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Add +0.8% | 18,007 | $1.6M |
| FIL Ltd | 0.00% | Add +2.0% | 17,881 | $1.6M |
| Lionsbridge Wealth Management LLC | 1.26% | New | 17,855 | $1.6M |
| Econ Financial Services Corp | 0.97% | Add +5.2% | 17,742 | $1.6M |
| Pallas Capital Advisors LLC | 0.07% | Add +5.1% | 16,976 | $1.5M |
| Clarus Wealth Advisors | 0.82% | Add +2.4% | 17,361 | $1.5M |
| Huntington National Bank | 0.02% | Add +58.2% | 17,215 | $1.5M |
| Wilson & Boucher Capital Management, LLC | 1.16% | Add +3.0% | 17,118 | $1.5M |
| Blair William & Co. | 0.00% | Add +5.3% | 16,899 | $1.5M |
| Joseph P. Lucia & Associates, LLC | 0.76% | Add +24.2% | 16,896 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +8.9% | 16,892 | $1.5M |
| KMG Fiduciary Partners, LLC | 0.14% | Reduce -1.1% | 16,635 | $1.5M |
| Arrow Financial Corp | 0.14% | Reduce -2.6% | 16,312 | $1.4M |
| RPg Family Wealth Advisory, LLC | 0.47% | Add +4.3% | 16,233 | $1.4M |
| Winthrop Capital Management, LLC | 0.71% | Reduce -22.9% | 16,088 | $1.4M |
| SMART Wealth LLC | 0.57% | Add +7.9% | 15,909 | $1.4M |
| Walleye Trading LLC | 0.03% | Add +454.7% | 15,870 | $1.4M |
| Sentinel Trust Co. Lba | 0.17% | Reduce -41.7% | 15,800 | $1.4M |
| Strategic Advocates LLC | 0.54% | Add +17.9% | 15,502 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -11.5% | 15,384 | $1.4M |
| Busey Bank | 0.05% | Reduce -3.3% | 15,375 | $1.4M |
| Freedom Investment Management, Inc. | 0.11% | Reduce -1.5% | 15,168 | $1.3M |
| Whitener Capital Management, Inc. | 0.41% | Add +74.4% | 15,167 | $1.3M |
| Sykon Capital LLC | 0.51% | Reduce -7.0% | 15,163 | $1.3M |
| BOS Asset Management, LLC | 0.61% | Add +8.8% | 14,788 | $1.3M |
| Csenge Advisory Group | 0.07% | Add +46.9% | 14,686 | $1.3M |
| Camelot Technology Advisors, Inc. | 1.20% | Reduce -7.7% | 14,623 | $1.3M |
| Fiduciary Group, LLC | 0.14% | Add +2.3% | 14,614 | $1.3M |
| Sharper & Granite LLC | 0.61% | Add +4.0% | 14,595 | $1.3M |
| M&T Bank Corp | 0.00% | Reduce -3.7% | 14,574 | $1.3M |
| Bank of New Hampshire | 0.33% | Reduce -6.8% | 14,557 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +12.0% | 14,523 | $1.3M |
| Citizens Financial Group Inc. | 0.03% | Add +33.2% | 14,473 | $1.3M |
| MAI Capital Management | 0.01% | Add +7.6% | 14,205 | $1.3M |
| Carnegie Investment Counsel | 0.04% | Add +0.5% | 14,030 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Reduce -36.1% | 13,998 | $1.2M |
| Essex LLC | 0.28% | Add +2.7% | 13,949 | $1.2M |
| Bfsg, LLC | 0.15% | Add +1.5% | 13,556 | $1.2M |
| M3 Advisory Group, LLC | 0.98% | Add +3.5% | 13,546 | $1.2M |
| Boltwood Capital Management | 0.37% | Reduce -6.0% | 13,506 | $1.2M |
| Quantinno Capital Management LP | 0.02% | Add +22.8% | 13,426 | $1.2M |
| Associated Banc-Corp | 0.04% | Add +0.1% | 13,418 | $1.2M |
| GeoWealth Management, LLC | 0.05% | Reduce -86.8% | 13,401 | $1.2M |
| Kessler Investment Group, LLC | 0.63% | Add +283.3% | 13,281 | $1.2M |
| Parsons Capital Management Inc. | 0.08% | No change | 13,208 | $1.2M |
| Northstar Advisory Group, LLC | 0.67% | Reduce -3.8% | 13,123 | $1.2M |
| Fulton Bank, N.A. | 0.05% | Reduce -30.3% | 13,054 | $1.2M |
| Mirabella Financial Services LLP | 0.10% | Reduce -86.8% | 13,030 | $1.2M |
| Roundview Capital LLC | 0.09% | Add +0.5% | 12,863 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -48.2% | 12,695 | $1.1M |
| Chesapeake Wealth Management | 0.40% | Add +0.8% | 12,538 | $1.1M |
| Sage Capital Management, LLC | 0.58% | Add +0.5% | 12,524 | $1.1M |
| Mechanics Bank Trust Department | 0.16% | Reduce -10.7% | 12,497 | $1.1M |
| BigSur Wealth Management LLC | 0.34% | No change | 12,410 | $1.1M |
| Cornerstone National Bank & Trust Co | 0.53% | Add +3.8% | 12,184 | $1.1M |
| Sachetta, LLC | 0.47% | Add +15.6% | 11,740 | $1.1M |
| Abbot Financial Management, Inc. | 0.57% | No change | 12,109 | $1.1M |
| First National Trust Co | 0.04% | Reduce -19.9% | 12,091 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Add +11.5% | 12,035 | $1.1M |
| Sowell Financial Services LLC | 0.05% | Reduce -0.4% | 12,022 | $1.1M |
| Community Bank, N.A. | 0.14% | Reduce -0.8% | 12,022 | $1.1M |
| Atlas Capital Advisors Inc. | 0.14% | Add +0.1% | 11,906 | $1.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.42% | Add +0.8% | 11,814 | $1.0M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -3.5% | 11,794 | $1.0M |
| Smithbridge Asset Management Inc. | 0.21% | Reduce -3.2% | 11,613 | $1.0M |
| Pinnacle Associates Ltd. | 0.02% | Add +3.2% | 11,547 | $1.0M |
| Weaver Capital Management LLC | 0.33% | Add +6896.4% | 11,544 | $1.0M |
| Granite Harbor Advisors, Inc. | 0.66% | Add +4.0% | 11,497 | $1.0M |
| Foguth Wealth Management, LLC. | 0.45% | Add +204.5% | 11,497 | $1.0M |
| Forbes J M & Co. LLP | 0.10% | Reduce -0.6% | 11,478 | $1.0M |
| Cresset Asset Management, LLC | 0.00% | Add +7.6% | 11,436 | $1.0M |
| National Bank of Canada | 0.00% | Reduce -8.2% | 11,572 | $1.0M |
| Sage Capital Advisors,llc | 0.29% | Add +0.3% | 11,320 | $1000K |
| Kingsview Wealth Management, LLC | 0.02% | Add +26.5% | 11,247 | $993K |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 11,131 | $983K |
| Brown, Lisle/Cummings, Inc. | 0.32% | Add +0.3% | 11,038 | $975K |
| Midland Wealth Advisors, LLC | 0.06% | Reduce -15.8% | 10,904 | $963K |
| Nelson Capital Management, LLC | 0.17% | Add +0.9% | 10,862 | $959K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +98.8% | 10,744 | $949K |
| First Trust Investment Solutions L.P. | 0.13% | Reduce -18.1% | 10,668 | $942K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -27.9% | 10,534 | $930K |
| Elevation Point Wealth Partners, LLC | 0.07% | Reduce -18.5% | 10,519 | $929K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.6% | 10,484 | $926K |
| Baker Avenue Asset Management, LP | 0.03% | Add +0.0% | 10,455 | $923K |
| Orca Investment Management, LLC | 0.88% | Reduce -0.1% | 10,428 | $921K |
| Evolution Wealth Advisors, LLC | 0.18% | No change | 10,405 | $919K |
| Black Diamond Financial, LLC | 0.17% | New | 10,219 | $902K |
| Integrated Advisors Network LLC | 0.05% | Add +1.2% | 10,173 | $898K |
| Peoples Bank | 0.70% | Reduce -2.1% | 10,161 | $897K |
| Glass Jacobson Investment Advisors llc | 0.32% | Add +3.1% | 10,045 | $887K |
| SOL Capital Management CO | 0.11% | Reduce -9.5% | 10,015 | $884K |
| ERn Financial, LLC | 0.15% | Add +2.3% | 10,008 | $884K |
| Grassi Investment Management | 0.08% | Reduce -2.5% | 9,985 | $882K |
| RFG Advisory, LLC | 0.03% | Add +21.7% | 9,830 | $868K |
| Vista Investment Management | 0.35% | Add +2.8% | 9,757 | $862K |
| Stockman Wealth Management, Inc. | 0.15% | Add +3.5% | 9,728 | $859K |
| Money Concepts Capital Corp. | 0.07% | Reduce -66.7% | 9,707 | $857K |
| Founders Financial Securities LLC | 0.08% | Add +79.9% | 9,672 | $854K |
| D L Carlson Investment Group Inc. | 0.16% | Add +6.0% | 9,653 | $852K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -4.6% | 9,765 | $852K |
| Intrua Financial, LLC | 0.14% | Reduce -51.8% | 9,615 | $849K |
| Edgestream Partners, L.P. | 0.04% | New | 9,388 | $829K |
| Rockingstone Advisors LLC | 0.42% | No change | 9,365 | $827K |
| Harbour Investments, Inc. | 0.03% | Reduce -12.7% | 9,279 | $819K |
| Meridian Wealth Management, LLC | 0.10% | New | 9,199 | $811K |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -56.0% | 9,078 | $802K |
| Davies Financial Advisors, Inc. | 0.75% | Reduce -2.5% | 9,067 | $801K |
| Horizon Investments, LLC | 0.02% | Add +70.6% | 9,017 | $796K |
| Cooksen Wealth, LLC | 0.79% | Add +5.0% | 8,895 | $786K |
| Peoples Financial Services Corp. | 0.35% | Reduce -3.3% | 8,874 | $784K |
| Laurel Wealth Advisors LLC | 0.14% | Reduce -0.2% | 8,744 | $772K |
| CenterStar Asset Management, LLC | 1.16% | New | 8,743 | $772K |
| Maven Securities LTD | 0.12% | Reduce -85.7% | 8,651 | $764K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.6% | 8,552 | $755K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -15.5% | 8,511 | $752K |
| Weil Company, Inc. | 0.27% | Reduce -14.2% | 8,458 | $747K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.1% | 8,333 | $736K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +21.2% | 8,291 | $732K |
| Orange Investment Advisors, Inc. | 0.09% | Reduce -4.6% | 8,541 | $723K |
| MontVue Capital Management, Inc. | 0.57% | Reduce -0.5% | 8,182 | $723K |
| Glenmede Trust Co. NA | 0.00% | Add +26.4% | 8,127 | $718K |
| Laidlaw Wealth Management LLC | 0.39% | Add +1.3% | 8,107 | $716K |
| Treynor Bancshares, Inc. | 0.74% | Add +22.7% | 8,033 | $709K |
| Aspen Investment Management Inc | 0.35% | Add +16.0% | 7,988 | $705K |
| Personal Cfo Solutions, LLC | 0.11% | Reduce -2.2% | 7,945 | $702K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +56.4% | 7,738 | $683K |
| Investment Partners, LTD. | 0.31% | No change | 7,725 | $682K |
| VCI Wealth Management LLC | 0.34% | New | 7,703 | $680K |
| Sterling Investment Counsel, LLC | 0.27% | Add +9.6% | 7,697 | $680K |
| GTS Securities LLC | 0.01% | Reduce -85.6% | 7,643 | $675K |
| Fiduciary Trust Co | 0.01% | No change | 7,619 | $673K |
| Jones Financial Companies LLLP | 0.00% | Add +135.0% | 7,532 | $665K |
| NTV Asset Management LLC | 0.10% | Reduce -10.7% | 7,521 | $664K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +9.7% | 7,478 | $660K |
| Glen Eagle Advisors, LLC | 0.12% | Reduce -5.8% | 7,419 | $655K |
| Barometer Capital Management Inc. | 0.25% | Reduce -9.8% | 7,400 | $653K |
| Castleview Partners, LLC | 0.37% | Add +92112.5% | 7,377 | $651K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.6% | 7,349 | $649K |
| Pinnacle Family Advisors, LLC | 0.36% | New | 7,317 | $646K |
| Neville Rodie & Shaw Inc. | 0.05% | Reduce -1.4% | 7,255 | $641K |
| Equitable Trust Co. | 0.04% | No change | 7,200 | $636K |
| IFP Advisors, Inc | 0.02% | Add +9.1% | 7,077 | $625K |
| Burford Brothers, Inc. | 0.36% | Add +12.0% | 7,048 | $622K |
| Wealthfront Advisers LLC | 0.00% | Add +8.8% | 7,012 | $619K |
| Monetary Management Group Inc. | 0.16% | No change | 6,990 | $617K |
| KKM Financial LLC | 0.29% | Reduce -3.8% | 7,189 | $617K |
| Financial Advocates Investment Management | 0.04% | Reduce -2.1% | 6,937 | $613K |
| Venturi Wealth Management, LLC | 0.04% | Add +41.2% | 6,886 | $608K |
| Independent Financial Group, LLC | 0.02% | Reduce -14.8% | 6,883 | $608K |
| Financial & Tax Architects, LLC | 0.16% | Reduce -3.6% | 6,860 | $606K |
| Rockland Trust Co. | 0.03% | Reduce -3.5% | 6,802 | $601K |
| Atria Investments, Inc | 0.01% | Reduce -45.6% | 6,774 | $598K |
| Spirepoint Private Client, LLC | 0.08% | Add +0.3% | 6,770 | $598K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 6,770 | $598K |
| Providence Capital Advisors, LLC | 0.13% | Add +0.7% | 6,752 | $596K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -5.3% | 6,647 | $587K |
| Nvwm, LLC | 0.15% | Reduce -3.0% | 6,570 | $580K |
| Brookstone Capital Management | 0.01% | Add +31.7% | 6,296 | $578K |
| Montecito Bank & Trust | 0.12% | No change | 6,515 | $575K |
| First Horizon Advisors, Inc. | 0.02% | Add +0.1% | 6,514 | $575K |
| Mather Group, Llc. | 0.01% | Reduce -0.9% | 6,169 | $573K |
| Bricktown Capital, LLC | 0.12% | New | 6,473 | $572K |
| Empirical Asset Management, LLC | 0.21% | Reduce -38.7% | 6,416 | $567K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -3.0% | 6,409 | $566K |
| Ellis Investment Partners, LLC | 0.12% | Reduce -5.3% | 6,308 | $557K |
| Windham Capital Management, LLC | 0.44% | No change | 6,306 | $557K |
| Creative Financial Designs Inc. | 0.05% | Add +58.7% | 6,192 | $547K |
| Apexium Financial, LP | 0.04% | Reduce -4.1% | 6,179 | $546K |
| Piscataqua Savings Bank | 0.48% | No change | 6,166 | $544K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -1.3% | 6,159 | $544K |
| Orrstown Financial Services Inc. | 0.29% | No change | 6,152 | $543K |
| Sound Income Strategies, LLC | 0.04% | Add +12.1% | 6,151 | $543K |
| Alaska Permanent Fund Corp | 0.01% | No change | 5,847 | $539K |
| Hilltop Holdings Inc. | 0.06% | Reduce -6.2% | 6,054 | $535K |
| Global Financial Private Client, LLC | 0.22% | Add +2.6% | 6,026 | $532K |
| Bank of Marin | 0.46% | Reduce -2.9% | 6,017 | $531K |
| Bank of Hawaii | 0.02% | No change | 6,009 | $531K |
| Evernest Financial Advisors, LLC | 0.24% | Reduce -4.3% | 5,968 | $527K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.9% | 5,920 | $523K |
| Brandywine Oak Private Wealth LLC | 0.05% | Reduce -1.0% | 5,892 | $520K |
| Interactive Financial Advisors, Inc. | 0.28% | Reduce -1.2% | 5,827 | $515K |
| Hoylecohen, LLC | 0.04% | Reduce -4.0% | 5,763 | $509K |
| Vectors Research Management, LLC | 0.15% | Reduce -61.1% | 5,634 | $498K |
| Cranbrook Wealth Management, LLC | 0.12% | Reduce -4.8% | 5,607 | $495K |
| Wedbush Securities Inc. | 0.02% | Reduce -7.9% | 5,602 | $495K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 5,574 | $492K |
| Bristlecone Advisors, LLC | 0.04% | Reduce -3.2% | 5,560 | $491K |
| Novare Capital Management LLC | 0.04% | Reduce -32.8% | 5,555 | $491K |
| Privium Fund Management (UK) Ltd | 0.19% | Reduce -57.6% | 5,574 | $489K |
| Private Trust Co. NA | 0.05% | Add +6.8% | 5,515 | $487K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -17.2% | 5,510 | $487K |
| Institute for Wealth Management, LLC. | 0.07% | Reduce -0.4% | 5,494 | $485K |
| Windsor Capital Management, LLC | 0.15% | Reduce -17.4% | 5,453 | $482K |
| Simplex Trading, LLC | 0.02% | New | 5,439 | $480K |
| MV Capital Management, Inc. | 0.05% | Reduce -1.9% | 5,430 | $480K |
| Redwood Financial Network Corp | 0.40% | Add +1.8% | 5,423 | $479K |
| Buckingham Capital Management, Inc. | 0.06% | Reduce -5.2% | 5,422 | $479K |
| First National Bank of Hutchinson | 0.30% | Reduce -0.3% | 5,338 | $471K |
| Capasso Planning Partners LLC | 0.15% | No change | 5,304 | $468K |
| WMS Partners, LLC | 0.03% | No change | 5,300 | $468K |
| MainStreet Investment Advisors LLC | 0.06% | Reduce -36.4% | 5,153 | $455K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -7.8% | 5,153 | $455K |
| Compound Planning, Inc. | 0.03% | Add +10.9% | 5,104 | $451K |
| Wedmont Private Capital | 0.03% | Add +0.1% | 4,933 | $446K |
| Blue Chip Partners, LLC | 0.04% | Reduce -0.4% | 5,048 | $446K |
| Sabal Trust CO | 0.03% | Reduce -40.6% | 4,901 | $433K |
| IFG Advisory, LLC | 0.03% | New | 4,857 | $429K |
| Navis Wealth Advisors, LLC | 0.49% | Reduce -3.0% | 4,850 | $428K |
| Burns J W & Co. Inc. | 0.06% | Reduce -9.4% | 4,797 | $424K |
| Means Investment Co., Inc. | 0.05% | Add +0.5% | 4,773 | $422K |
| Colony Family Offices, LLC | 0.13% | No change | 4,751 | $420K |
| Zurich Insurance Group Ltd | 0.00% | Reduce -83.6% | 4,516 | $419K |
| Scotia Capital Inc. | 0.00% | Add +37.7% | 4,724 | $417K |
| Guerra Pan Advisors, LLC | 0.35% | Reduce -3.5% | 4,720 | $417K |
| Donald L. Hagan, LLC | 0.22% | Add +91.0% | 4,705 | $415K |
| Daiwa Securities Group Inc. | 0.00% | No change | 4,700 | $415K |
| Cullen Capital Management, LLC | 0.00% | New | 4,677 | $413K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.2% | 4,632 | $409K |
| Empower Advisory Group, LLC | 0.00% | Add +3.0% | 4,623 | $408K |
| USA Financial Formulas | 0.07% | Reduce -19.1% | 4,580 | $404K |
| RiverGlades Family Offices LLC | 0.31% | No change | 4,549 | $402K |
| First Bancorp, Inc | 0.29% | No change | 4,520 | $399K |
| Mainsail Asset Management, LLC | 0.31% | No change | 4,500 | $397K |
| Bank of New York Mellon Corp | 0.00% | Reduce -42.5% | 4,467 | $394K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -2.5% | 4,430 | $391K |
| Rovin Capital /Ut/ | 0.16% | Add +2.9% | 4,395 | $388K |
| HB Wealth Management, LLC | 0.00% | Add +49.9% | 4,379 | $387K |
| One Capital Management, LLC | 0.01% | New | 4,362 | $385K |
| V2 Financial group LLC | 0.26% | Add +0.0% | 4,173 | $382K |
| Perigon Wealth Management, LLC | 0.01% | Add +17.8% | 4,298 | $380K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -7.2% | 4,291 | $379K |
| North Star Investment Management Corp. | 0.03% | Reduce -0.9% | 4,279 | $378K |
| WESPAC Advisors, LLC | 0.30% | New | 4,276 | $378K |
| Exchange Capital Management, Inc. | 0.06% | Reduce -0.5% | 4,276 | $378K |
| Intrepid Financial Planning Group LLC | 0.16% | Reduce -2.2% | 4,151 | $367K |
| Verition Fund Management LLC | 0.00% | New | 4,113 | $363K |
| Perennial Investment Advisors, LLC | 0.05% | Add +0.8% | 4,066 | $359K |
| Ingalls & Snyder LLC | 0.02% | Add +1.8% | 4,048 | $357K |
| Keebeck Wealth Management | 0.05% | No change | 4,036 | $356K |
| Cannon Global Investment Management, LLC | 1.65% | New | 4,000 | $353K |
| Chemistry Wealth Management LLC | 0.09% | Add +0.0% | 3,995 | $353K |
| Prentice Wealth Management LLC | 0.11% | Add +0.4% | 3,976 | $351K |
| SFE Investment Counsel | 0.08% | Reduce -4.8% | 3,965 | $350K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -2.3% | 3,959 | $350K |
| MGB Wealth Management, LLC | 0.13% | No change | 3,856 | $349K |
| Gallacher Capital Management LLC | 0.18% | Add +0.1% | 3,932 | $347K |
| St. Johns Investment Management Company, LLC | 0.16% | Reduce -7.9% | 3,921 | $346K |
| Synovus Financial Corp. | 0.00% | Reduce -0.8% | 3,892 | $344K |
| Spinnaker Trust | 0.02% | No change | 3,890 | $344K |
| Allworth Financial LP | 0.00% | Add +20.9% | 3,808 | $343K |
| Okabena Investment Services Inc. | 0.11% | No change | 3,880 | $343K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,873 | $342K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 3,861 | $341K |
| Summit Financial, LLC | 0.02% | Add +73.1% | 3,861 | $341K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -17.4% | 3,827 | $338K |
| Geneos Wealth Management Inc. | 0.01% | No change | 3,816 | $337K |
| ARS Investment Partners, LLC | 0.03% | Add +1.8% | 3,804 | $336K |
| Beacon Financial Advisory LLC | 0.12% | Add +0.3% | 3,787 | $334K |
| Susquehanna International Group Ltd. | 0.08% | New | 3,775 | $333K |
| Fortis Capital Management LLC | 0.07% | Add +1.1% | 3,738 | $330K |
| 1ST Source Bank | 0.02% | No change | 3,709 | $328K |
| PFG Investments, LLC | 0.02% | Add +48.9% | 3,705 | $327K |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Reduce -4.1% | 3,676 | $325K |
| New Wave Wealth Advisors LLC | 0.17% | — | 3,676 | $325K |
| Arista Wealth Management, LLC | 0.09% | New | 3,661 | $323K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -72.7% | 3,656 | $323K |
| Roberts Wealth Advisors, LLC | 0.11% | Add +1.3% | 3,691 | $322K |
| Meridian Financial Advisors, LLC | 0.23% | No change | 3,636 | $321K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +14.3% | 3,635 | $321K |
| Horizon Financial Services, LLC | 0.20% | Add +0.1% | 3,629 | $320K |
| Bangor Savings Bank | 0.03% | Add +29.4% | 3,603 | $318K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.9% | 3,600 | $318K |
| Greenwich Wealth Management LLC | 0.02% | No change | 3,593 | $317K |
| Global Retirement Partners, LLC | 0.01% | Add +22.9% | 3,572 | $315K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -14.3% | 3,574 | $315K |
| McGuire Investment Group, LLC | 0.04% | Add +0.8% | 3,553 | $314K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 3,518 | $311K |
| Tyche Wealth Partners LLC | 0.07% | Add +0.7% | 3,489 | $308K |
| &partners | 0.01% | New | 3,476 | $307K |
| Private Wealth Strategies, L.L.C. | 0.06% | Add +15.0% | 3,449 | $305K |
| Avitas Wealth Management LLC | 0.04% | Add +0.8% | 3,448 | $304K |
| Hexagon Capital Partners LLC | 0.07% | No change | 3,426 | $303K |
| AQR Capital Management | 0.00% | No change | 3,423 | $302K |
| Aberdeen Wealth Management LLC | 0.20% | No change | 3,400 | $300K |
| Strategic Blueprint, LLC | 0.02% | Add +0.5% | 3,395 | $300K |
| Koshinski Asset Management, Inc. | 0.03% | New | 3,430 | $299K |
| Argent Trust Co | 0.01% | Reduce -2.2% | 3,374 | $298K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -1.6% | 3,373 | $298K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -10.3% | 3,371 | $298K |
| Thomasville National Bank | 0.02% | No change | 3,321 | $293K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.1% | 3,321 | $293K |
| Manhattan West Asset Management, LLC | 0.08% | New | 3,318 | $293K |
| TrueWealth Advisors, LLC | 0.11% | New | 3,315 | $293K |
| Capstone Investment Advisors, LLC | 0.01% | New | 3,297 | $291K |
| HBW Advisory Services LLC | 0.05% | New | 3,267 | $289K |
| Mutual Advisors, LLC | 0.01% | Reduce -77.2% | 3,143 | $288K |
| IAM Advisory, LLC | 0.08% | Reduce -35.7% | 3,240 | $286K |
| Nissay Asset Management Corp. /Japan | 0.00% | Reduce -62.6% | 3,223 | $285K |
| Aptus Capital Advisors, LLC | 0.01% | Add +4.7% | 3,203 | $283K |
| Gilliland Jeter Wealth Management LLC | 0.10% | No change | 3,193 | $282K |
| Lido Advisors, LLC | 0.00% | New | 3,183 | $281K |
| Kovack Advisors, Inc. | 0.03% | New | 3,172 | $280K |
| Mgo One Seven LLC | 0.01% | Add +17.3% | 3,162 | $279K |
| Hudock, Inc. | 0.05% | Reduce -2.2% | 3,156 | $279K |
| Legacy Capital Wealth Partners, LLC | 0.07% | New | 3,154 | $279K |
| Evanson Asset Management, LLC | 0.02% | Add +0.3% | 3,124 | $276K |
| D.A. Davidson & Co. | 0.00% | Add +1.8% | 3,122 | $276K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -90.4% | 3,100 | $274K |
| Avior Wealth Management, LLC | 0.01% | Reduce -33.2% | 3,099 | $274K |
| Centennial Bank | 0.13% | No change | 3,097 | $273K |
| E&G Advisors, LLC | 0.08% | Add +7.2% | 3,063 | $270K |
| Magnus Financial Group LLC | 0.03% | Reduce -2.3% | 2,990 | $264K |
| Vickerman Investment Advisors, Inc. | 0.08% | No change | 2,988 | $264K |
| Birchcreek Wealth Management, LLC | 0.15% | Reduce -44.2% | 2,973 | $263K |
| Encompass More Asset Management | 0.19% | New | 2,968 | $262K |
| Appleton Partners Inc. | 0.02% | Add +8.7% | 2,875 | $254K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -2.3% | 2,867 | $253K |
| Patten Group, Inc. | 0.06% | Add +0.4% | 2,857 | $252K |
| Raymond James Trust N.A. | 0.01% | Add +20.2% | 2,828 | $250K |
| Capital Investment Counsel, LLC | 0.05% | Add +11.9% | 2,826 | $250K |
| WealthBridge Capital Management, LLC | 0.08% | Add +0.1% | 2,824 | $249K |
| Kaizen Financial Strategies | 0.15% | Add +22.6% | 2,716 | $248K |
| Caldwell Trust Co | 0.03% | Add +1.5% | 2,798 | $247K |
| Visionary Wealth Advisors | 0.02% | Add +10.7% | 2,797 | $247K |
| Condor Capital Management | 0.02% | Reduce -1.6% | 2,791 | $246K |
| Two Sigma Securities, LLC | 0.01% | Reduce -67.7% | 2,780 | $246K |
| Bokf, NA | 0.00% | Reduce -4.0% | 2,780 | $246K |
| Milestone Asset Management, LLC | 0.06% | New | 2,775 | $245K |
| Parallel Advisors, LLC | 0.01% | Add +0.1% | 2,764 | $244K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +7.4% | 2,755 | $243K |
| Regal Investment Advisors LLC | 0.02% | New | 2,723 | $240K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,717 | $240K |
| Clayton Financial Group LLC | 0.10% | No change | 2,575 | $239K |
| Greenleaf Trust | 0.00% | No change | 2,700 | $238K |
| Citadel Advisors | 0.00% | Reduce -99.1% | 2,669 | $236K |
| Massachusetts Wealth Management | 0.16% | Reduce -4.1% | 2,665 | $235K |
| MKT Advisors LLC | 0.12% | Add +18.5% | 2,674 | $233K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +4.8% | 2,616 | $231K |
| Accel Wealth Management | 0.09% | Add +0.3% | 2,605 | $230K |
| Elm Partners Management LLC | 0.02% | Reduce -16.7% | 2,588 | $229K |
| Macquarie Group Ltd. | 0.00% | Add +32050.0% | 2,572 | $227K |
| Blue Fin Capital, Inc. | 0.04% | New | 2,527 | $223K |
| Country Club Bank | 0.02% | Reduce -5.8% | 2,522 | $223K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -38.1% | 2,520 | $223K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -38.1% | 2,520 | $223K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -1.7% | 2,502 | $221K |
| MMBG Investment Advisors Co. | 0.02% | No change | 2,500 | $221K |
| NorthRock Partners, LLC | 0.01% | Add +8628.6% | 2,444 | $216K |
| One Charles Private Wealth Services, LLC | 0.09% | Reduce -3.1% | 2,439 | $215K |
| Opal Wealth Advisors, LLC | 0.07% | Reduce -4.0% | 2,437 | $215K |
| Plimoth Trust Co. LLC | 0.06% | Reduce -6.5% | 2,409 | $213K |
| Waterway Wealth Management, LLC | 0.10% | No change | 2,400 | $212K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 2,400 | $212K |
| Focus Financial Network, Inc. | 0.01% | Add +1.3% | 2,304 | $212K |
| Wade Financial Advisory, Inc | 0.08% | No change | 2,387 | $211K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -73.8% | 2,386 | $211K |
| Ally Invest Advisors Inc. | 0.02% | New | 2,355 | $208K |
| Wintrust Investments LLC | 0.02% | Reduce -33.4% | 2,344 | $207K |
| Arlington Capital Management, Inc. | 0.18% | New | 2,313 | $204K |
| Chicago Partners Investment Group LLC | 0.01% | New | 2,221 | $203K |
| FineMark National Bank & Trust | 0.01% | No change | 2,291 | $202K |
| Burke & Herbert Bank & Trust Co. | 0.05% | New | 2,288 | $202K |
| Atlantic Edge Private Wealth Management, LLC | 0.07% | No change | 2,275 | $201K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -15.8% | 2,271 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +56.2% | 2,224 | $196K |
| Headlands Technologies LLC | 0.02% | Add +69.4% | 2,200 | $194K |
| Clearstead Advisors, LLC | 0.00% | Add +2.2% | 2,118 | $187K |
| Oakworth Capital, Inc. | 0.01% | No change | 2,085 | $184K |
| SouthState Bank Corp | 0.01% | Reduce -1.6% | 2,067 | $183K |
| Larson Financial Group LLC | 0.01% | Add +801.8% | 2,038 | $180K |
| Contravisory Investment Management, Inc. | 0.04% | Add +5.2% | 2,000 | $177K |
| Chilton Capital Management LLC | 0.01% | No change | 1,867 | $165K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 1,815 | $160K |
| Franklin Resources Inc. | 0.00% | Add +4.6% | 1,802 | $159K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +1.9% | 1,738 | $153K |
| Realta Investment Advisors | 0.03% | Reduce -75.1% | 1,718 | $152K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,708 | $151K |
| HighMark Wealth Management LLC | 0.09% | No change | 1,663 | $147K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +189.1% | 1,645 | $145K |
| Howe & Rusling Inc. | 0.01% | Add +1.9% | 1,621 | $143K |
| NFSG Corp | 0.05% | Reduce -12.6% | 1,541 | $136K |
| First United Bank & Trust | 0.05% | Reduce -10.5% | 1,520 | $134K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | New | 1,479 | $131K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.1% | 1,475 | $130K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -5.5% | 1,378 | $122K |
| Tyler-Stone Wealth Management | 0.05% | Add +0.1% | 1,374 | $121K |
| Activest Wealth Management | 0.04% | No change | 1,371 | $121K |
| Family Firm, Inc. | 0.03% | New | 1,354 | $120K |
| Independence Bank of Kentucky | 0.03% | Add +14.0% | 1,319 | $116K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 1,285 | $113K |
| Tucker Asset Management LLC | 0.02% | Reduce -4.8% | 1,254 | $111K |
| Marathon Trading Investment Management LLC | 0.03% | New | 1,241 | $110K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,241 | $110K |
| Grove Bank & Trust | 0.02% | New | 1,240 | $110K |
| AlphaCore Capital LLC | 0.03% | Reduce -0.4% | 1,233 | $109K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -22.9% | 1,200 | $106K |
| Perkins Coie Trust Co | 0.02% | No change | 1,136 | $100K |
| Aspire Private Capital, LLC | 0.03% | No change | 1,104 | $97K |
| Bollard Group LLC | 0.00% | Add +0.4% | 1,097 | $97K |
| First PREMIER Bank | 0.02% | No change | 1,041 | $92K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +5.8% | 1,021 | $90K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -19.7% | 1,008 | $89K |
| Bogart Wealth, LLC | 0.00% | No change | 1,000 | $88K |
| Union Savings Bank | 0.05% | Reduce -10.9% | 1,000 | $88K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 999 | $88K |
| Ancora Advisors LLC | 0.00% | No change | 952 | $84K |
| Whittier Trust Co. | 0.00% | Add +2.0% | 951 | $84K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 905 | $80K |
| Key Financial Inc | 0.02% | No change | 900 | $79K |
| Continuum Advisory, LLC | 0.01% | Add +6.4% | 861 | $76K |
| Heritage Wealth Advisors | 0.00% | No change | 850 | $75K |
| Horrell Capital Management, Inc. | 0.02% | No change | 841 | $74K |
| Game Plan Financial Advisors, LLC | 0.04% | Add +0.5% | 835 | $74K |
| University of Texas/Texas Am Investment Management Co. | 0.01% | Add +236.6% | 801 | $71K |
| Missouri Trust & Investment Co | 0.03% | No change | 800 | $71K |
| Principal Securities, Inc. | 0.00% | Reduce -3.5% | 795 | $70K |
| International Assets Investment Management, LLC | 0.01% | New | 789 | $70K |
| Adirondack Trust Co. | 0.03% | No change | 741 | $65K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 730 | $64K |
| Crewe Advisors LLC | 0.01% | Add +12.8% | 722 | $64K |
| Beacon Capital Management, LLC | 0.01% | Reduce -20.6% | 708 | $62K |
| UMB Bank, n.a. | 0.00% | No change | 678 | $60K |
| Hantz Financial Services, Inc. | 0.00% | Add +144.9% | 671 | $59K |
| Lynx Investment Advisory | 0.04% | — | 663 | $59K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 659 | $58K |
| Vestor Capital, LLC | 0.00% | No change | 656 | $58K |
| Deutsche Bank AG | 0.00% | No change | 647 | $57K |
| PSI Advisors, LLC | 0.02% | No change | 616 | $54K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Add +80.8% | 593 | $52K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.2% | 582 | $51K |
| TD Private Client Wealth LLC | 0.00% | Reduce -4.6% | 556 | $49K |
| Tradewinds Capital Management, LLC | 0.01% | Reduce -0.9% | 542 | $48K |
| Dynamic Wealth Strategies, LLC | 0.04% | No change | 521 | $46K |
| Optimum Investment Advisors | 0.02% | No change | 500 | $44K |
| Byrne Asset Management LLC | 0.04% | Add +1.0% | 494 | $44K |
| Register Financial Advisors LLC | 0.02% | No change | 487 | $43K |
| Capital Analysts, LLC | 0.00% | New | 482 | $43K |
| Tsfg, LLC | 0.01% | Add +0.4% | 479 | $42K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -68.5% | 461 | $40K |
| Solstein Capital, LLC | 0.03% | New | 450 | $40K |
| Founders Financial Alliance, LLC | 0.01% | No change | 450 | $40K |
| Delos Wealth Advisors, LLC | 0.04% | Reduce -30.7% | 447 | $39K |
| Raffa Wealth Management, LLC | 0.01% | No change | 425 | $38K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +31.8% | 419 | $37K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 412 | $36K |
| Davis Capital Management | 0.03% | No change | 396 | $34K |
| WealthShield Partners, LLC | 0.00% | Add +0.6% | 365 | $32K |
| Winch Advisory Services, LLC | 0.01% | Add +92.5% | 358 | $32K |
| Westside Investment Management, Inc. | 0.01% | No change | 350 | $31K |
| Avion Wealth | 0.01% | Add +5.6% | 340 | $30K |
| Family Asset Management, LLC | 0.02% | No change | 337 | $30K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -56.3% | 332 | $29K |
| Bessemer Group Inc. | 0.00% | Reduce -15.6% | 330 | $29K |
| Hanson & Doremus Investment Management | 0.00% | No change | 312 | $28K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 315 | $28K |
| Anchor Investment Management, LLC | 0.00% | No change | 315 | $28K |
| Armor Investment Advisors, LLC | 0.01% | No change | 312 | $28K |
| TFC Financial Management, Inc. | 0.00% | Add +0.7% | 311 | $27K |
| WASHINGTON TRUST Co | 0.00% | No change | 303 | $27K |
| GoalVest Advisory LLC | 0.01% | No change | 300 | $26K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 300 | $26K |
| Thompson Investment Management, Inc. | 0.00% | No change | 300 | $26K |
| Resources Management Corp. /CT/ | 0.00% | No change | 295 | $26K |
| Trust Co. of Vermont | 0.00% | Reduce -25.6% | 290 | $26K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 285 | $25K |
| United Community Bank | 0.01% | No change | 265 | $23K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -48.7% | 257 | $23K |
| Legacy Bridge, LLC | 0.01% | No change | 255 | $23K |
| Park Place Capital Corp | 0.01% | No change | 250 | $22K |
| Mechanics Financial Corp | 0.01% | Reduce -7.4% | 249 | $22K |
| Olistico Wealth, LLC | 0.01% | New | 242 | $21K |
| Cypress Capital Management LLC (WY) | 0.02% | No change | 240 | $21K |
| Citizens National Bank Trust Department | 0.00% | No change | 229 | $20K |
| Luken Investment Analytics, LLC | 0.01% | No change | 227 | $20K |
| Main Management LLC | 0.00% | No change | 225 | $20K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -25.7% | 223 | $20K |
| Private Ocean, LLC | 0.00% | No change | 223 | $20K |
| Triad Wealth Partners, LLC | 0.01% | New | 219 | $19K |
| Institutional & Family Asset Management, LLC | 0.00% | Add +305.7% | 215 | $19K |
| Strengthening Families & Communities, LLC | 0.01% | Add +0.5% | 207 | $18K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -84.0% | 202 | $18K |
| Russell Investments Group, Ltd. | 0.00% | Add +94.2% | 202 | $18K |
| Montag A & Associates Inc. | 0.00% | No change | 201 | $18K |
| Valley National Advisers Inc. | 0.00% | No change | 196 | $17K |
| MTM Investment Management, LLC | 0.01% | Reduce -7.3% | 192 | $17K |
| DT Investment Partners, LLC | 0.00% | New | 183 | $16K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -34.4% | 177 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -23.4% | 177 | $16K |
| Cedar Wealth Management, LLC | 0.01% | No change | 175 | $15K |
| Farther Finance Advisors, LLC | 0.00% | Add +66.0% | 161 | $14K |
| Ridgewood Investments LLC | 0.01% | New | 158 | $14K |
| Caitlin John, LLC | 0.01% | No change | 154 | $14K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 150 | $13K |
| Global Trust Asset Management, LLC | 0.01% | No change | 150 | $13K |
| Manchester Capital Management LLC | 0.00% | New | 150 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 150 | $13K |
| Covestor Ltd | 0.01% | Add +35.6% | 141 | $13K |
| GAMMA Investing LLC | 0.00% | No change | 144 | $13K |
| Main Street Group, LTD | 0.01% | No change | 145 | $13K |
| Archer Investment Corp | 0.00% | Reduce -7.8% | 142 | $13K |
| Indiana Trust & Investment Management Co | 0.00% | Reduce -30.6% | 138 | $12K |
| Tortoise Investment Management, LLC | 0.00% | New | 135 | $12K |
| Gradient Investments LLC | 0.00% | Reduce -45.3% | 134 | $12K |
| Old Second National Bank of Aurora | 0.00% | New | 125 | $11K |
| Sage Mountain Advisors LLC | 0.00% | No change | 118 | $10K |
| Balefire, LLC | 0.00% | New | 116 | $10K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -60.0% | 116 | $10K |
| Rogco, LP | 0.00% | No change | 115 | $10K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 111 | $10K |
| SYM FINANCIAL Corp | 0.00% | No change | 111 | $10K |
| NCP Inc. | 0.01% | Reduce -29.8% | 111 | $10K |
| Versant Capital Management, Inc | 0.00% | New | 107 | $9K |
| Webster Bank, N. A. | 0.00% | Reduce -91.0% | 100 | $9K |
| Salem Investment Counselors Inc. | 0.00% | No change | 100 | $9K |
| Center for Financial Planning, Inc. | 0.00% | No change | 77 | $7K |
| City Holding Co. | 0.00% | No change | 75 | $7K |
| Coppell Advisory Solutions LLC | 0.00% | — | 72 | $6K |
| Coston, McIsaac & Partners | 0.00% | No change | 69 | $6K |
| Lindbrook Capital, LLC | 0.00% | No change | 65 | $6K |
| Private Capital Management LLC | 0.00% | No change | 64 | $6K |
| Atwood & Palmer Inc. | 0.00% | New | 64 | $6K |
| McIlrath & Eck, LLC | 0.00% | Add +1.7% | 61 | $5K |
| Viewpoint Capital Management LLC | 0.00% | No change | 60 | $5K |
| Painted Porch Advisors LLC | 0.00% | New | 60 | $5K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 57 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 59 | $5K |
| Blue Trust, Inc. | 0.00% | No change | 55 | $5K |
| Ashton Thomas Securities, LLC | 0.00% | — | 58 | $5K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 57 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 51 | $5K |
| Eukles Asset Management | 0.00% | No change | 55 | $5K |
| American National Bank & Trust | 0.00% | New | 55 | $5K |
| Abound Wealth Management | 0.00% | Reduce -11.7% | 53 | $5K |
| First Command Advisory Services, Inc. | 0.00% | Add +8.5% | 51 | $5K |
| Flputnam Investment Management Co. | 0.00% | New | 50 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 44 | $4K |
| Hobbs Group Advisors, LLC | 0.00% | — | 41 | $4K |
| Arax Advisory Partners | 0.00% | No change | 40 | $4K |
| M&R Capital Management Inc. | 0.00% | No change | 40 | $4K |
| Naples Money Management LLC | 0.00% | No change | 40 | $3K |
| REAP Financial Group, LLC | 0.00% | Reduce -2.6% | 38 | $3K |
| Rakuten Securities, Inc. | 0.00% | Add +3.0% | 34 | $3K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | New | 32 | $3K |
| WR Wealth Planners, LLC | 0.00% | No change | 27 | $2K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 20 | $2K |
| Integrity Financial Corp | 0.00% | No change | 18 | $2K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -97.2% | 18 | $2K |
| HM Payson & Co. | 0.00% | New | 18 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 15 | $1K |
| PFS Partners, LLC | 0.00% | No change | 14 | $1K |
| Tidemark, LLC | 0.00% | No change | 10 | $884 |
| Logan Capital Management Inc. | 0.00% | No change | 9 | $807 |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 9 | $795 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 8 | $706 |
| Colonial Trust Co / SC | 0.00% | No change | 8 | $706 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +16.7% | 7 | $628 |
| Dogwood Wealth Management LLC | 0.00% | New | 6 | $530 |
| DecisionPoint Financial, LLC | 0.00% | No change | 5 | $461 |
| Concord Wealth Partners | 0.00% | No change | 4 | $353 |
| Toronto Dominion Bank | 0.00% | New | 4 | $353 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 3 | $274 |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 3 | $265 |
| Smartleaf Asset Management LLC | 0.00% | New | 1 | $88 |
"% of holder's portfolio" is XLB's weight in each manager's 13F, not the share of SS Materials Select Sector the manager owns.