On this page, we present all of the funds holding SMLF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SMLF, with a link to that fund's top holdings. The next columns indicate the amount of SMLF stock held by each of the funds holding SMLF, followed by the SMLF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 130 funds holding SMLF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Strategic Financial Services Inc . For more details on the positions held by Strategic Financial Services Inc (or by any of the other funds holding SMLF), click the fund name in the "Holder" column of the funds-holding-SMLF table below.

Holder	Amount	Position Size ($ in 1000's)	As of
Strategic Financial Services Inc	3,892,016	$228,928	12/31/2023
SMLF	3,892,016	$228,928	12/31/2023
Wells Fargo & Company MN	1,123,867	$66,106	12/31/2023
SMLF	1,123,867	$66,106	12/31/2023
Acropolis Investment Management LLC	708,445	$45,043	03/31/2024
SMLF	708,445	$45,043	03/31/2024
BlackRock Inc.	497,929	$29,288	12/31/2023
SMLF	497,929	$29,288	12/31/2023
Financial Management Professionals Inc.	459,317	$29,203	03/31/2024
SMLF	459,317	$29,203	03/31/2024
Ullmann Financial Group Inc.	493,027	$29,000	12/31/2023
SMLF	493,027	$29,000	12/31/2023
Clearwater Capital Advisors LLC	460,400	$27,081	12/31/2023
SMLF	460,400	$27,081	12/31/2023
Integrated Wealth Concepts LLC	431,004	$25,352	12/31/2023
SMLF	431,004	$25,352	12/31/2023
CWM LLC	384,435	$24,442	03/31/2024
SMLF	384,435	$24,442	03/31/2024
Mercer Global Advisors Inc. ADV	356,320	$20,959	12/31/2023
SMLF	356,320	$20,959	12/31/2023
GYL Financial Synergies LLC	263,201	$15,481	12/31/2023
SMLF	263,201	$15,481	12/31/2023
Envestnet Asset Management Inc.	250,734	$14,748	12/31/2023
SMLF	250,734	$14,748	12/31/2023
UBS Group AG	169,056	$9,944	12/31/2023
SMLF	169,056	$9,944	12/31/2023
Bank of America Corp DE	145,199	$8,541	12/31/2023
SMLF	145,199	$8,541	12/31/2023
Ameriprise Financial Inc.	106,010	$6,236	12/31/2023
SMLF	106,010	$6,236	12/31/2023
Cerity Partners LLC	96,317	$5,665	12/31/2023
SMLF	96,317	$5,665	12/31/2023
First Ascent Asset Management LLC	95,441	$5,614	12/31/2023
SMLF	95,441	$5,614	12/31/2023
Addison Advisors LLC	95,342	$5,608	12/31/2023
SMLF	95,342	$5,608	12/31/2023
Phillips Financial Management LLC	87,949	$5,592	03/31/2024
SMLF	87,949	$5,592	03/31/2024
Wade Financial Advisory Inc	88,711	$5,218	12/31/2023
SMLF	88,711	$5,218	12/31/2023
Cora Capital Advisors LLC	79,741	$5,070	03/31/2024
SMLF	79,741	$5,070	03/31/2024
Cambridge Investment Research Advisors Inc.	78,738	$5,006	03/31/2024
SMLF	78,738	$5,006	03/31/2024
United Capital Financial Advisers LLC	82,345	$4,844	12/31/2023
SMLF	82,345	$4,844	12/31/2023
Commonwealth Equity Services LLC	77,638	$4,567	12/31/2023
SMLF	77,638	$4,567	12/31/2023
Apollon Financial LLC	68,849	$4,050	12/31/2023
SMLF	68,849	$4,050	12/31/2023
LPL Financial LLC	67,126	$3,948	12/31/2023
SMLF	67,126	$3,948	12/31/2023
Cetera Advisor Networks LLC	62,745	$3,691	12/31/2023
SMLF	62,745	$3,691	12/31/2023
GEM Asset Management LLC	62,501	$3,676	12/31/2023
SMLF	62,501	$3,676	12/31/2023
DDFG Inc	60,142	$3,538	12/31/2023
SMLF	60,142	$3,538	12/31/2023
Goldman Sachs Group Inc.	59,028	$3,472	12/31/2023
SMLF	59,028	$3,472	12/31/2023
MML Investors Services LLC	54,754	$3,221	12/31/2023
SMLF	54,754	$3,221	12/31/2023
Steward Partners Investment Advisory LLC	54,262	$3,192	12/31/2023
SMLF	54,262	$3,192	12/31/2023
D.A. Davidson & CO.	43,229	$2,543	12/31/2023
SMLF	43,229	$2,543	12/31/2023
Beirne Wealth Consulting Services LLC	40,425	$2,379	12/31/2023
SMLF	40,425	$2,379	12/31/2023
Kingsview Wealth Management LLC	40,093	$2,358	12/31/2023
SMLF	40,093	$2,358	12/31/2023
Cozad Asset Management Inc.	39,376	$2,316	12/31/2023
SMLF	39,376	$2,316	12/31/2023
DAGCO Inc.	39,210	$2,306	12/31/2023
SMLF	39,210	$2,306	12/31/2023
Dynamic Wealth Strategies LLC	39,210	$2,306	12/31/2023
SMLF	39,210	$2,306	12/31/2023
Parkside Financial Bank & Trust	35,633	$2,096	12/31/2023
SMLF	35,633	$2,096	12/31/2023
Citadel Advisors LLC	34,586	$2,034	12/31/2023
SMLF	34,586	$2,034	12/31/2023
Premier Path Wealth Partners LLC	31,946	$2,030	03/31/2024
SMLF	31,946	$2,030	03/31/2024
Northwestern Mutual Wealth Management Co.	34,177	$2,010	12/31/2023
SMLF	34,177	$2,010	12/31/2023
Stratos Wealth Partners LTD.	30,175	$1,919	03/31/2024
SMLF	30,175	$1,919	03/31/2024
Jane Street Group LLC	30,310	$1,783	12/31/2023
SMLF	30,310	$1,783	12/31/2023
Wharton Business Group LLC	30,089	$1,770	12/31/2023
SMLF	30,089	$1,770	12/31/2023
BKM Wealth Management LLC	26,102	$1,660	03/31/2024
SMLF	26,102	$1,660	03/31/2024
QRG Capital Management Inc.	28,099	$1,653	12/31/2023
SMLF	28,099	$1,653	12/31/2023
FMA Wealth Management LLC	27,181	$1,599	12/31/2023
SMLF	27,181	$1,599	12/31/2023
US Bancorp DE	26,792	$1,576	12/31/2023
SMLF	26,792	$1,576	12/31/2023
Brown Brothers Harriman & Co.	22,493	$1,323	12/31/2023
SMLF	22,493	$1,323	12/31/2023
Susquehanna International Group LLP	22,148	$1,303	12/31/2023
SMLF	22,148	$1,303	12/31/2023
Brookstone Capital Management	19,874	$1,264	03/31/2024
SMLF	19,874	$1,264	03/31/2024
Signature Estate & Investment Advisors LLC	20,889	$1,229	12/31/2023
SMLF	20,889	$1,229	12/31/2023
Cedar Brook Financial Partners LLC	19,253	$1,224	03/31/2024
SMLF	19,253	$1,224	03/31/2024
Foster & Motley Inc.	19,227	$1,222	03/31/2024
SMLF	19,227	$1,222	03/31/2024
Advisor Group Holdings Inc.	20,490	$1,205	12/31/2023
SMLF	20,490	$1,205	12/31/2023
Westover Capital Advisors LLC	20,184	$1,187	12/31/2023
SMLF	20,184	$1,187	12/31/2023
Sepio Capital LP	19,194	$1,129	12/31/2023
SMLF	19,194	$1,129	12/31/2023
Brown Advisory Inc.	17,176	$1,092	03/31/2024
SMLF	17,176	$1,092	03/31/2024
Wescott Financial Advisory Group LLC	18,200	$1,071	12/31/2023
SMLF	18,200	$1,071	12/31/2023
FDx Advisors Inc.	17,786	$1,046	12/31/2023
SMLF	17,786	$1,046	12/31/2023
Colony Group LLC	12,345	$726	12/31/2023
SMLF	12,345	$726	12/31/2023
Private Advisor Group LLC	11,622	$684	12/31/2023
SMLF	11,622	$684	12/31/2023
Wealth Enhancement Advisory Services LLC	10,602	$674	03/31/2024
SMLF	10,602	$674	03/31/2024
J.W. Cole Advisors Inc.	10,868	$639	12/31/2023
SMLF	10,868	$639	12/31/2023
WASHINGTON TRUST Co	9,999	$636	03/31/2024
SMLF	9,999	$636	03/31/2024
Ascent Wealth Partners LLC	10,655	$627	12/31/2023
SMLF	10,655	$627	12/31/2023
Sontag Advisory LLC	10,600	$623	12/31/2023
SMLF	10,600	$623	12/31/2023
Cetera Advisors LLC	10,231	$602	12/31/2023
SMLF	10,231	$602	12/31/2023
RSM US Wealth Management LLC	9,256	$544	12/31/2023
SMLF	9,256	$544	12/31/2023
Ergawealth Advisors Inc.	9,038	$532	12/31/2023
SMLF	9,038	$532	12/31/2023
Apollon Wealth Management LLC	8,913	$524	12/31/2023
SMLF	8,913	$524	12/31/2023
Capital Advisors Ltd. LLC	8,099	$515	03/31/2024
SMLF	8,099	$515	03/31/2024
Hibernia Wealth Partners LLC	8,600	$506	12/31/2023
SMLF	8,600	$506	12/31/2023
Morgan Stanley	8,484	$499	12/31/2023
SMLF	8,484	$499	12/31/2023
Trilogy Capital Inc.	7,762	$494	03/31/2024
SMLF	7,762	$494	03/31/2024
Diversified Trust Co	7,193	$457	03/31/2024
SMLF	7,193	$457	03/31/2024
Cyndeo Wealth Partners LLC	6,764	$430	03/31/2024
SMLF	6,764	$430	03/31/2024
RWM Asset Management LLC	6,262	$398	03/31/2024
SMLF	6,262	$398	03/31/2024
Executive Wealth Management LLC	6,203	$365	12/31/2023
SMLF	6,203	$365	12/31/2023
JPMorgan Chase & Co.	6,150	$362	12/31/2023
SMLF	6,150	$362	12/31/2023
First Foundation Advisors	6,021	$354	12/31/2023
SMLF	6,021	$354	12/31/2023
Blair William & Co. IL	5,831	$343	12/31/2023
SMLF	5,831	$343	12/31/2023
Royal Bank of Canada	5,832	$343	12/31/2023
SMLF	5,832	$343	12/31/2023
Tranquility Partners LLC	5,527	$325	12/31/2023
SMLF	5,527	$325	12/31/2023
Edge Financial Advisors LLC	5,072	$322	03/31/2024
SMLF	5,072	$322	03/31/2024
Plancorp LLC	5,479	$322	12/31/2023
SMLF	5,479	$322	12/31/2023
Resources Investment Advisors LLC.	5,466	$322	12/31/2023
SMLF	5,466	$322	12/31/2023
Two Sigma Investments LP	5,400	$318	12/31/2023
SMLF	5,400	$318	12/31/2023
Farther Finance Advisors LLC	5,370	$316	12/31/2023
SMLF	5,370	$316	12/31/2023
Cetera Investment Advisers	5,303	$312	12/31/2023
SMLF	5,303	$312	12/31/2023
Northern Trust Corp	5,024	$296	12/31/2023
SMLF	5,024	$296	12/31/2023
Park Avenue Securities LLC	4,559	$290	03/31/2024
SMLF	4,559	$290	03/31/2024
Townsquare Capital LLC	4,667	$275	12/31/2023
SMLF	4,667	$275	12/31/2023
Mariner LLC	4,136	$243	12/31/2023
SMLF	4,136	$243	12/31/2023
GWM Advisors LLC	4,109	$242	12/31/2023
SMLF	4,109	$242	12/31/2023
Atria Wealth Solutions Inc.	3,713	$218	12/31/2023
SMLF	3,713	$218	12/31/2023
Western Financial Corp CA	3,269	$208	03/31/2024
SMLF	3,269	$208	03/31/2024
Colonial Trust Advisors	3,383	$199	12/31/2023
SMLF	3,383	$199	12/31/2023
FMR LLC	2,953	$174	12/31/2023
SMLF	2,953	$174	12/31/2023
Colonial Trust Co SC	2,425	$143	12/31/2023
SMLF	2,425	$143	12/31/2023
Aspire Wealth Management Corp	1,790	$105	12/31/2023
SMLF	1,790	$105	12/31/2023
ORG Partners LLC	1,496	$88	12/31/2023
SMLF	1,496	$88	12/31/2023
O Shaughnessy Asset Management LLC	1,402	$82	12/31/2023
SMLF	1,402	$82	12/31/2023
SYM FINANCIAL Corp	1,373	$81	12/31/2023
SMLF	1,373	$81	12/31/2023
Allworth Financial LP	1,159	$74	03/31/2024
SMLF	1,159	$74	03/31/2024
Comerica Bank	1,185	$70	12/31/2023
SMLF	1,185	$70	12/31/2023
Bogart Wealth LLC	1,001	$64	03/31/2024
SMLF	1,001	$64	03/31/2024
Mendota Financial Group LLC	766	$49	03/31/2024
SMLF	766	$49	03/31/2024
CENTRAL TRUST Co	753	$48	03/31/2024
SMLF	753	$48	03/31/2024
Howe & Rusling Inc.	809	$48	12/31/2023
SMLF	809	$48	12/31/2023
Qube Research & Technologies Ltd	700	$41	12/31/2023
SMLF	700	$41	12/31/2023
South State CORP.	675	$40	12/31/2023
SMLF	675	$40	12/31/2023
Private Trust Co. NA	583	$37	03/31/2024
SMLF	583	$37	03/31/2024
Signature Resources Capital Management LLC	548	$32	03/31/2024
SMLF	548	$32	03/31/2024
Glassman Wealth Services	485	$29	12/31/2023
SMLF	485	$29	12/31/2023
Founders Financial Alliance LLC	489	$29	12/31/2023
SMLF	489	$29	12/31/2023
Arlington Trust Co LLC	378	$24	03/31/2024
SMLF	378	$24	03/31/2024
Aspire Private Capital LLC	359	$23	03/31/2024
SMLF	359	$23	03/31/2024
Venturi Wealth Management LLC	259	$16	03/31/2024
SMLF	259	$16	03/31/2024
MGB Wealth Management LLC	216	$13	12/31/2023
SMLF	216	$13	12/31/2023
Macroview Investment Management LLC	207	$12	12/31/2023
SMLF	207	$12	12/31/2023
Wolff Wiese Magana LLC	180	$11	03/31/2024
SMLF	180	$11	03/31/2024
Concord Wealth Partners	195	$11	12/31/2023
SMLF	195	$11	12/31/2023
Private Ocean LLC	119	$8	03/31/2024
SMLF	119	$8	03/31/2024
Barrett & Company Inc.	72	$5	03/31/2024
SMLF	72	$5	03/31/2024
Sunbelt Securities Inc.	56	$4	03/31/2024
SMLF	56	$4	03/31/2024
City State Bank	35	$2	03/31/2024
SMLF	35	$2	03/31/2024
Northwest Investment Counselors LLC	9	$1	03/31/2024
SMLF	9	$1	03/31/2024
Proequities Inc.	0	$0	12/31/2023
SMLF	0	$0	12/31/2023
Citigroup Inc.	2	$0	12/31/2023
SMLF	2	$0	12/31/2023