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On this page, we present all of the funds holding SPDW from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SPDW, with a link to that fund's top holdings. The next columns
indicate the amount of SPDW stock held by each of the funds holding SPDW, followed by the SPDW position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 815 funds holding SPDW within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Financial Engines Advisors L.L.C.. For more details on the positions held by Financial Engines Advisors L.L.C.
(or by any of the other funds holding SPDW), click the fund name in the "Holder" column of the funds-holding-SPDW table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Financial Engines Advisors L.L.C. | 58,333,459 | $1,983,921 | 12/31/2023 | SPDW | 58,333,459 | $1,983,921 | 12/31/2023 | Creative Planning | 53,750,050 | $1,828,039 | 12/31/2023 | SPDW | 53,750,050 | $1,828,039 | 12/31/2023 | Allworth Financial LP | 27,505,133 | $935,450 | 12/31/2023 | SPDW | 27,505,133 | $935,450 | 12/31/2023 | LPL Financial LLC | 24,912,564 | $847,276 | 12/31/2023 | SPDW | 24,912,564 | $847,276 | 12/31/2023 | TIAA Trust National Association | 12,587,688 | $428,107 | 12/31/2023 | SPDW | 12,587,688 | $428,107 | 12/31/2023 | Auto Owners Insurance Co | 11,466,000 | $389,959 | 12/31/2023 | SPDW | 11,466,000 | $389,959 | 12/31/2023 | CWM LLC | 9,915,606 | $355,375 | 03/31/2024 | SPDW | 9,915,606 | $355,375 | 03/31/2024 | State Street Corp | 8,416,835 | $286,257 | 12/31/2023 | SPDW | 8,416,835 | $286,257 | 12/31/2023 | UBS Group AG | 7,743,804 | $263,367 | 12/31/2023 | SPDW | 7,743,804 | $263,367 | 12/31/2023 | Stadion Money Management LLC | 7,701,655 | $261,933 | 12/31/2023 | SPDW | 7,701,655 | $261,933 | 12/31/2023 | Horizon Investments LLC | 6,420,182 | $218,350 | 12/31/2023 | SPDW | 6,420,182 | $218,350 | 12/31/2023 | Signature Estate & Investment Advisors LLC | 6,235,336 | $212,064 | 12/31/2023 | SPDW | 6,235,336 | $212,064 | 12/31/2023 | Envestnet Asset Management Inc. | 6,119,106 | $208,111 | 12/31/2023 | SPDW | 6,119,106 | $208,111 | 12/31/2023 | Bank of America Corp DE | 5,056,491 | $171,971 | 12/31/2023 | SPDW | 5,056,491 | $171,971 | 12/31/2023 | Advisor Group Holdings Inc. | 4,422,166 | $150,407 | 12/31/2023 | SPDW | 4,422,166 | $150,407 | 12/31/2023 | Townsquare Capital LLC | 4,379,199 | $148,937 | 12/31/2023 | SPDW | 4,379,199 | $148,937 | 12/31/2023 | Truist Financial Corp | 3,844,436 | $130,749 | 12/31/2023 | SPDW | 3,844,436 | $130,749 | 12/31/2023 | Bank of New York Mellon Corp | 3,813,938 | $129,712 | 12/31/2023 | SPDW | 3,813,938 | $129,712 | 12/31/2023 | Morgan Stanley | 3,707,540 | $126,093 | 12/31/2023 | SPDW | 3,707,540 | $126,093 | 12/31/2023 | Ameriprise Financial Inc. | 3,689,501 | $125,457 | 12/31/2023 | SPDW | 3,689,501 | $125,457 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 3,202,597 | $108,920 | 12/31/2023 | SPDW | 3,202,597 | $108,920 | 12/31/2023 | Gradient Investments LLC | 3,166,600 | $107,696 | 12/31/2023 | SPDW | 3,166,600 | $107,696 | 12/31/2023 | Pathstone Holdings LLC | 3,129,386 | $105,807 | 12/31/2023 | SPDW | 3,129,386 | $105,807 | 12/31/2023 | Advisory Alpha LLC | 3,000,509 | $102,050 | 12/31/2023 | SPDW | 3,000,509 | $102,050 | 12/31/2023 | Baystate Wealth Management LLC | 2,996,341 | $101,906 | 12/31/2023 | SPDW | 2,996,341 | $101,906 | 12/31/2023 | Advocacy Wealth Management Services LLC | 2,570,825 | $92,138 | 03/31/2024 | SPDW | 2,570,825 | $92,138 | 03/31/2024 | Wilbanks Smith & Thomas Asset Management LLC | 2,535,031 | $86,216 | 12/31/2023 | SPDW | 2,535,031 | $86,216 | 12/31/2023 | Assetmark Inc. | 2,487,842 | $84,611 | 12/31/2023 | SPDW | 2,487,842 | $84,611 | 12/31/2023 | Jane Street Group LLC | 2,398,742 | $81,581 | 12/31/2023 | SPDW | 2,398,742 | $81,581 | 12/31/2023 | Private Advisor Group LLC | 2,393,952 | $81,418 | 12/31/2023 | SPDW | 2,393,952 | $81,418 | 12/31/2023 | Equitable Holdings Inc. | 2,248,269 | $76,464 | 12/31/2023 | SPDW | 2,248,269 | $76,464 | 12/31/2023 | McNamara Financial Services Inc. | 2,050,101 | $73,476 | 03/31/2024 | SPDW | 2,050,101 | $73,476 | 03/31/2024 | Savant Capital LLC | 2,037,011 | $69,279 | 12/31/2023 | SPDW | 2,037,011 | $69,279 | 12/31/2023 | Granite Bay Wealth Management LLC | 2,122,368 | $67,679 | 12/31/2023 | SPDW | 2,122,368 | $67,679 | 12/31/2023 | AlphaStar Capital Management LLC | 1,919,798 | $65,292 | 12/31/2023 | SPDW | 1,919,798 | $65,292 | 12/31/2023 | Charles Schwab Investment Management Inc. | 1,830,378 | $62,251 | 12/31/2023 | SPDW | 1,830,378 | $62,251 | 12/31/2023 | First Ascent Asset Management LLC | 1,785,634 | $60,729 | 12/31/2023 | SPDW | 1,785,634 | $60,729 | 12/31/2023 | Park Avenue Securities LLC | 1,609,439 | $57,682 | 03/31/2024 | SPDW | 1,609,439 | $57,682 | 03/31/2024 | MML Investors Services LLC | 1,641,319 | $55,821 | 12/31/2023 | SPDW | 1,641,319 | $55,821 | 12/31/2023 | Mariner LLC | 1,640,616 | $55,797 | 12/31/2023 | SPDW | 1,640,616 | $55,797 | 12/31/2023 | Strategies Wealth Advisors LLC | 1,620,532 | $55,114 | 12/31/2023 | SPDW | 1,620,532 | $55,114 | 12/31/2023 | Peterson Wealth Advisors LLC | 1,505,195 | $53,946 | 03/31/2024 | SPDW | 1,505,195 | $53,946 | 03/31/2024 | Sei Investments Co. | 1,576,508 | $53,617 | 12/31/2023 | SPDW | 1,576,508 | $53,617 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 1,472,949 | $50,095 | 12/31/2023 | SPDW | 1,472,949 | $50,095 | 12/31/2023 | IAG Wealth Partners LLC | 1,335,022 | $45,404 | 12/31/2023 | SPDW | 1,335,022 | $45,404 | 12/31/2023 | Capital Asset Advisory Services LLC | 1,241,532 | $44,112 | 03/31/2024 | SPDW | 1,241,532 | $44,112 | 03/31/2024 | KWB Wealth | 1,276,367 | $43,409 | 12/31/2023 | SPDW | 1,276,367 | $43,409 | 12/31/2023 | Rockefeller Capital Management L.P. | 1,252,195 | $42,587 | 12/31/2023 | SPDW | 1,252,195 | $42,587 | 12/31/2023 | Axxcess Wealth Management LLC | 1,250,363 | $42,525 | 12/31/2023 | SPDW | 1,250,363 | $42,525 | 12/31/2023 | Truefg LLC | 1,200,322 | $40,823 | 12/31/2023 | SPDW | 1,200,322 | $40,823 | 12/31/2023 | JPMorgan Chase & Co. | 1,195,785 | $40,669 | 12/31/2023 | SPDW | 1,195,785 | $40,669 | 12/31/2023 | Commonwealth Equity Services LLC | 1,184,488 | $40,284 | 12/31/2023 | SPDW | 1,184,488 | $40,284 | 12/31/2023 | Financial Advisory Group | 1,175,414 | $39,976 | 12/31/2023 | SPDW | 1,175,414 | $39,976 | 12/31/2023 | Schneider Downs Wealth Management Advisors LP | 1,172,342 | $39,871 | 12/31/2023 | SPDW | 1,172,342 | $39,871 | 12/31/2023 | Stratos Wealth Partners LTD. | 1,073,113 | $38,460 | 03/31/2024 | SPDW | 1,073,113 | $38,460 | 03/31/2024 | Callan Capital LLC | 1,114,637 | $37,909 | 12/31/2023 | SPDW | 1,114,637 | $37,909 | 12/31/2023 | Clearwater Capital Advisors LLC | 1,103,390 | $37,526 | 12/31/2023 | SPDW | 1,103,390 | $37,526 | 12/31/2023 | Global Strategic Investment Solutions LLC | 1,090,703 | $37,095 | 12/31/2023 | SPDW | 1,090,703 | $37,095 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 1,064,942 | $36,219 | 12/31/2023 | SPDW | 1,064,942 | $36,219 | 12/31/2023 | HighTower Advisors LLC | 1,039,874 | $35,366 | 12/31/2023 | SPDW | 1,039,874 | $35,366 | 12/31/2023 | Ballentine Partners LLC | 946,491 | $33,922 | 03/31/2024 | SPDW | 946,491 | $33,922 | 03/31/2024 | Boston Standard Wealth Management LLC | 935,755 | $33,537 | 03/31/2024 | SPDW | 935,755 | $33,537 | 03/31/2024 | IHT Wealth Management LLC | 980,436 | $33,345 | 12/31/2023 | SPDW | 980,436 | $33,345 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 924,874 | $33,147 | 03/31/2024 | SPDW | 924,874 | $33,147 | 03/31/2024 | Rinkey Investments | 965,328 | $32,831 | 12/31/2023 | SPDW | 965,328 | $32,831 | 12/31/2023 | Waller Financial Planning Group Inc. | 913,851 | $32,752 | 03/31/2024 | SPDW | 913,851 | $32,752 | 03/31/2024 | N.E.W. Advisory Services LLC | 952,720 | $32,402 | 12/31/2023 | SPDW | 952,720 | $32,402 | 12/31/2023 | Bristlecone Advisors LLC | 927,001 | $31,527 | 12/31/2023 | SPDW | 927,001 | $31,527 | 12/31/2023 | Edmonds Duncan Registered Investment Advisors LLC | 872,642 | $31,276 | 03/31/2024 | SPDW | 872,642 | $31,276 | 03/31/2024 | OneAscent Financial Services LLC | 865,968 | $31,036 | 03/31/2024 | SPDW | 865,968 | $31,036 | 03/31/2024 | Atlas Private Wealth Advisors | 855,594 | $29,099 | 12/31/2023 | SPDW | 855,594 | $29,099 | 12/31/2023 | Cetera Advisor Networks LLC | 855,379 | $29,091 | 12/31/2023 | SPDW | 855,379 | $29,091 | 12/31/2023 | OLD Mission Capital LLC | 842,635 | $28,658 | 12/31/2023 | SPDW | 842,635 | $28,658 | 12/31/2023 | US Bancorp DE | 833,473 | $28,346 | 12/31/2023 | SPDW | 833,473 | $28,346 | 12/31/2023 | Facet Wealth Inc. | 836,836 | $28,252 | 12/31/2023 | SPDW | 836,836 | $28,252 | 12/31/2023 | AE Wealth Management LLC | 836,522 | $28,182 | 12/31/2023 | SPDW | 836,522 | $28,182 | 12/31/2023 | JNBA Financial Advisors | 803,890 | $27,340 | 12/31/2023 | SPDW | 803,890 | $27,340 | 12/31/2023 | Halpern Financial Inc. | 742,034 | $26,461 | 03/31/2024 | SPDW | 742,034 | $26,461 | 03/31/2024 | Auour Investments LLC | 793,442 | $26,414 | 12/31/2023 | SPDW | 793,442 | $26,414 | 12/31/2023 | Second Line Capital LLC | 771,716 | $26,246 | 12/31/2023 | SPDW | 771,716 | $26,246 | 12/31/2023 | Reston Wealth Management LLC | 725,538 | $24,676 | 12/31/2023 | SPDW | 725,538 | $24,676 | 12/31/2023 | Meeder Advisory Services Inc. | 719,628 | $24,475 | 12/31/2023 | SPDW | 719,628 | $24,475 | 12/31/2023 | Wealthcare Advisory Partners LLC | 674,974 | $24,191 | 03/31/2024 | SPDW | 674,974 | $24,191 | 03/31/2024 | Integrated Wealth Concepts LLC | 708,199 | $24,086 | 12/31/2023 | SPDW | 708,199 | $24,086 | 12/31/2023 | Brio Consultants LLC | 707,984 | $24,079 | 12/31/2023 | SPDW | 707,984 | $24,079 | 12/31/2023 | Pure Financial Advisors Inc. | 668,247 | $23,950 | 03/31/2024 | SPDW | 668,247 | $23,950 | 03/31/2024 | Goodman Financial Corp | 688,922 | $23,430 | 12/31/2023 | SPDW | 688,922 | $23,430 | 12/31/2023 | Great Lakes Advisors LLC | 685,445 | $23,312 | 12/31/2023 | SPDW | 685,445 | $23,312 | 12/31/2023 | Fairfield University | 676,577 | $23,010 | 12/31/2023 | SPDW | 676,577 | $23,010 | 12/31/2023 | Wells Fargo & Company MN | 668,881 | $22,749 | 12/31/2023 | SPDW | 668,881 | $22,749 | 12/31/2023 | Stifel Financial Corp | 656,497 | $22,327 | 12/31/2023 | SPDW | 656,497 | $22,327 | 12/31/2023 | Cerity Partners LLC | 643,835 | $21,897 | 12/31/2023 | SPDW | 643,835 | $21,897 | 12/31/2023 | Global Retirement Partners LLC | 641,139 | $21,299 | 12/31/2023 | SPDW | 641,139 | $21,299 | 12/31/2023 | Aptus Capital Advisors LLC | 618,472 | $21,034 | 12/31/2023 | SPDW | 618,472 | $21,034 | 12/31/2023 | Flagstone Financial Management | 613,113 | $20,852 | 12/31/2023 | SPDW | 613,113 | $20,852 | 12/31/2023 | ProVise Management Group LLC | 601,993 | $20,474 | 12/31/2023 | SPDW | 601,993 | $20,474 | 12/31/2023 | Thrivent Financial for Lutherans | 600,369 | $20,418 | 12/31/2023 | SPDW | 600,369 | $20,418 | 12/31/2023 | JT Stratford LLC | 595,532 | $20,254 | 12/31/2023 | SPDW | 595,532 | $20,254 | 12/31/2023 | ERn Financial LLC | 553,152 | $19,825 | 03/31/2024 | SPDW | 553,152 | $19,825 | 03/31/2024 | JNB Advisors LLC | 578,574 | $19,677 | 12/31/2023 | SPDW | 578,574 | $19,677 | 12/31/2023 | Proffitt & Goodson Inc. | 564,043 | $19,183 | 12/31/2023 | SPDW | 564,043 | $19,183 | 12/31/2023 | Cetera Investment Advisers | 555,868 | $18,905 | 12/31/2023 | SPDW | 555,868 | $18,905 | 12/31/2023 | Blueprint Investment Partners LLC | 539,267 | $18,340 | 12/31/2023 | SPDW | 539,267 | $18,340 | 12/31/2023 | Garrett Wealth Advisory Group LLC | 531,707 | $18,083 | 12/31/2023 | SPDW | 531,707 | $18,083 | 12/31/2023 | Plante Moran Financial Advisors LLC | 517,341 | $17,595 | 12/31/2023 | SPDW | 517,341 | $17,595 | 12/31/2023 | Betterment LLC | 510,810 | $17,373 | 12/31/2023 | SPDW | 510,810 | $17,373 | 12/31/2023 | IFP Advisors Inc | 506,849 | $17,238 | 12/31/2023 | SPDW | 506,849 | $17,238 | 12/31/2023 | Bridgeworth LLC | 499,966 | $17,004 | 12/31/2023 | SPDW | 499,966 | $17,004 | 12/31/2023 | Treasure Coast Financial Planning | 496,568 | $16,888 | 12/31/2023 | SPDW | 496,568 | $16,888 | 12/31/2023 | SigFig Wealth Management LLC | 502,977 | $16,642 | 12/31/2023 | SPDW | 502,977 | $16,642 | 12/31/2023 | Geneos Wealth Management Inc. | 484,081 | $16,464 | 12/31/2023 | SPDW | 484,081 | $16,464 | 12/31/2023 | Lake Street Advisors Group LLC | 482,593 | $16,413 | 12/31/2023 | SPDW | 482,593 | $16,413 | 12/31/2023 | Snowden Capital Advisors LLC | 476,730 | $16,214 | 12/31/2023 | SPDW | 476,730 | $16,214 | 12/31/2023 | Knightsbridge Asset Management LLC | 473,176 | $16,093 | 12/31/2023 | SPDW | 473,176 | $16,093 | 12/31/2023 | Fiduciary Alliance LLC | 447,042 | $15,950 | 03/31/2024 | SPDW | 447,042 | $15,950 | 03/31/2024 | Ausdal Financial Partners Inc. | 436,727 | $15,652 | 03/31/2024 | SPDW | 436,727 | $15,652 | 03/31/2024 | Iron Horse Wealth Management LLC | 436,672 | $15,650 | 03/31/2024 | SPDW | 436,672 | $15,650 | 03/31/2024 | ST Germain D J Co. Inc. | 430,655 | $15,435 | 03/31/2024 | SPDW | 430,655 | $15,435 | 03/31/2024 | Leicht Financial Planning & Wealth Management Inc. | 446,353 | $15,180 | 12/31/2023 | SPDW | 446,353 | $15,180 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 444,411 | $15,114 | 12/31/2023 | SPDW | 444,411 | $15,114 | 12/31/2023 | GM Advisory Group Inc. | 429,428 | $14,605 | 12/31/2023 | SPDW | 429,428 | $14,605 | 12/31/2023 | Landmark Wealth Management LLC | 422,657 | $14,375 | 12/31/2023 | SPDW | 422,657 | $14,375 | 12/31/2023 | Valmark Advisers Inc. | 421,153 | $14,323 | 12/31/2023 | SPDW | 421,153 | $14,323 | 12/31/2023 | CI Private Wealth LLC | 415,455 | $14,130 | 12/31/2023 | SPDW | 415,455 | $14,130 | 12/31/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 408,944 | $13,908 | 12/31/2023 | SPDW | 408,944 | $13,908 | 12/31/2023 | GWM Advisors LLC | 410,142 | $13,856 | 12/31/2023 | SPDW | 410,142 | $13,856 | 12/31/2023 | Royal Bank of Canada | 406,533 | $13,827 | 12/31/2023 | SPDW | 406,533 | $13,827 | 12/31/2023 | Good Life Advisors LLC | 404,840 | $13,769 | 12/31/2023 | SPDW | 404,840 | $13,769 | 12/31/2023 | Goldman Sachs Group Inc. | 402,062 | $13,674 | 12/31/2023 | SPDW | 402,062 | $13,674 | 12/31/2023 | Orion Portfolio Solutions LLC | 398,189 | $13,467 | 12/31/2023 | SPDW | 398,189 | $13,467 | 12/31/2023 | Atria Investments LLC | 394,610 | $13,421 | 12/31/2023 | SPDW | 394,610 | $13,421 | 12/31/2023 | Brookstone Capital Management | 368,947 | $13,223 | 03/31/2024 | SPDW | 368,947 | $13,223 | 03/31/2024 | ARQ Wealth Advisors LLC | 382,118 | $12,996 | 12/31/2023 | SPDW | 382,118 | $12,996 | 12/31/2023 | Walkner Condon Financial Advisors LLC | 378,961 | $12,888 | 12/31/2023 | SPDW | 378,961 | $12,888 | 12/31/2023 | Goldstein Advisors LLC | 373,578 | $12,705 | 12/31/2023 | SPDW | 373,578 | $12,705 | 12/31/2023 | First Heartland Consultants Inc. | 371,446 | $12,633 | 12/31/2023 | SPDW | 371,446 | $12,633 | 12/31/2023 | Bank Hapoalim BM | 369,000 | $12,550 | 12/31/2023 | SPDW | 369,000 | $12,550 | 12/31/2023 | Dfpg Investments LLC | 373,469 | $12,466 | 12/31/2023 | SPDW | 373,469 | $12,466 | 12/31/2023 | RFG Advisory LLC | 343,540 | $12,312 | 03/31/2024 | SPDW | 343,540 | $12,312 | 03/31/2024 | Resources Investment Advisors LLC. | 359,922 | $12,241 | 12/31/2023 | SPDW | 359,922 | $12,241 | 12/31/2023 | StrategIQ Financial Group LLC | 356,188 | $12,114 | 12/31/2023 | SPDW | 356,188 | $12,114 | 12/31/2023 | Merit Financial Group LLC | 355,218 | $12,081 | 12/31/2023 | SPDW | 355,218 | $12,081 | 12/31/2023 | Garrett Investment Advisors LLC | 333,681 | $11,959 | 03/31/2024 | SPDW | 333,681 | $11,959 | 03/31/2024 | Vivaldi Capital Management LLC | 356,598 | $11,896 | 12/31/2023 | SPDW | 356,598 | $11,896 | 12/31/2023 | Strategic Financial Planning Inc. | 345,679 | $11,757 | 12/31/2023 | SPDW | 345,679 | $11,757 | 12/31/2023 | Trilogy Capital Inc. | 322,277 | $11,550 | 03/31/2024 | SPDW | 322,277 | $11,550 | 03/31/2024 | Wealth Advisors of Iowa LLC | 331,446 | $11,272 | 12/31/2023 | SPDW | 331,446 | $11,272 | 12/31/2023 | Raymond James & Associates | 328,823 | $11,183 | 12/31/2023 | SPDW | 328,823 | $11,183 | 12/31/2023 | Moss Adams Wealth Advisors LLC | 328,533 | $11,173 | 12/31/2023 | SPDW | 328,533 | $11,173 | 12/31/2023 | Gradient Capital Advisors LLC | 290,634 | $10,416 | 03/31/2024 | SPDW | 290,634 | $10,416 | 03/31/2024 | Kingsview Wealth Management LLC | 305,099 | $10,376 | 12/31/2023 | SPDW | 305,099 | $10,376 | 12/31/2023 | Rodgers & Associates LTD | 304,852 | $10,368 | 12/31/2023 | SPDW | 304,852 | $10,368 | 12/31/2023 | Boltwood Capital Management | 287,870 | $10,317 | 03/31/2024 | SPDW | 287,870 | $10,317 | 03/31/2024 | Ironwood Wealth Management LLC. | 281,164 | $10,077 | 03/31/2024 | SPDW | 281,164 | $10,077 | 03/31/2024 | Fidelity D & D Bancorp Inc. | 279,049 | $10,001 | 03/31/2024 | SPDW | 279,049 | $10,001 | 03/31/2024 | Integrated Capital Management Inc. | 276,431 | $9,907 | 03/31/2024 | SPDW | 276,431 | $9,907 | 03/31/2024 | Berger Financial Group Inc | 272,259 | $9,758 | 03/31/2024 | SPDW | 272,259 | $9,758 | 03/31/2024 | Fort Point Capital Partners LLC | 276,427 | $9,401 | 12/31/2023 | SPDW | 276,427 | $9,401 | 12/31/2023 | Values Added Financial LLC | 270,814 | $9,210 | 12/31/2023 | SPDW | 270,814 | $9,210 | 12/31/2023 | CSM Advisors LLC | 266,750 | $9,072 | 12/31/2023 | SPDW | 266,750 | $9,072 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 266,712 | $9,071 | 12/31/2023 | SPDW | 266,712 | $9,071 | 12/31/2023 | Pring Turner Capital Group Inc. | 263,917 | $8,976 | 12/31/2023 | SPDW | 263,917 | $8,976 | 12/31/2023 | NSI Retail Advisors LLC | 263,300 | $8,955 | 12/31/2023 | SPDW | 263,300 | $8,955 | 12/31/2023 | Mutual Advisors LLC | 262,857 | $8,940 | 12/31/2023 | SPDW | 262,857 | $8,940 | 12/31/2023 | Hobbs Group Advisors LLC | 261,996 | $8,910 | 12/31/2023 | SPDW | 261,996 | $8,910 | 12/31/2023 | O Connor Financial Group LLC | 244,868 | $8,776 | 03/31/2024 | SPDW | 244,868 | $8,776 | 03/31/2024 | BIP Wealth LLC | 257,481 | $8,757 | 12/31/2023 | SPDW | 257,481 | $8,757 | 12/31/2023 | JDM Financial Group LLC | 254,926 | $8,670 | 12/31/2023 | SPDW | 254,926 | $8,670 | 12/31/2023 | DORVAL Corp | 253,822 | $8,632 | 12/31/2023 | SPDW | 253,822 | $8,632 | 12/31/2023 | Grimes & Company Inc. | 239,624 | $8,588 | 03/31/2024 | SPDW | 239,624 | $8,588 | 03/31/2024 | SPC Financial Inc. | 251,783 | $8,563 | 12/31/2023 | SPDW | 251,783 | $8,563 | 12/31/2023 | GeoWealth Management LLC | 244,366 | $8,312 | 12/31/2023 | SPDW | 244,366 | $8,312 | 12/31/2023 | Security Financial Services INC. | 230,350 | $8,256 | 03/31/2024 | SPDW | 230,350 | $8,256 | 03/31/2024 | Kestra Advisory Services LLC | 242,635 | $8,252 | 12/31/2023 | SPDW | 242,635 | $8,252 | 12/31/2023 | Scotia Capital Inc. | 241,195 | $8,203 | 12/31/2023 | SPDW | 241,195 | $8,203 | 12/31/2023 | MBB Public Markets I LLC | 235,829 | $8,021 | 12/31/2023 | SPDW | 235,829 | $8,021 | 12/31/2023 | Sailer Financial LLC | 233,342 | $7,936 | 12/31/2023 | SPDW | 233,342 | $7,936 | 12/31/2023 | Brown Financial Advisory | 232,531 | $7,908 | 12/31/2023 | SPDW | 232,531 | $7,908 | 12/31/2023 | Cetera Advisors LLC | 231,398 | $7,870 | 12/31/2023 | SPDW | 231,398 | $7,870 | 12/31/2023 | Venturi Wealth Management LLC | 226,962 | $7,719 | 12/31/2023 | SPDW | 226,962 | $7,719 | 12/31/2023 | Aspire Private Capital LLC | 214,446 | $7,686 | 03/31/2024 | SPDW | 214,446 | $7,686 | 03/31/2024 | Financial Gravity Asset Management Inc. | 221,229 | $7,524 | 12/31/2023 | SPDW | 221,229 | $7,524 | 12/31/2023 | AIFG Consultants Ltd. | 219,606 | $7,469 | 12/31/2023 | SPDW | 219,606 | $7,469 | 12/31/2023 | Horizon Financial Services LLC | 217,816 | $7,408 | 12/31/2023 | SPDW | 217,816 | $7,408 | 12/31/2023 | Portside Wealth Group LLC | 205,837 | $7,377 | 03/31/2024 | SPDW | 205,837 | $7,377 | 03/31/2024 | Procyon Private Wealth Partners LLC | 205,486 | $7,365 | 03/31/2024 | SPDW | 205,486 | $7,365 | 03/31/2024 | Invenio Wealth Partners LLC | 215,898 | $7,343 | 12/31/2023 | SPDW | 215,898 | $7,343 | 12/31/2023 | Probity Advisors Inc. | 215,460 | $7,328 | 12/31/2023 | SPDW | 215,460 | $7,328 | 12/31/2023 | Hibernia Wealth Partners LLC | 213,668 | $7,267 | 12/31/2023 | SPDW | 213,668 | $7,267 | 12/31/2023 | Wrapmanager Inc. | 213,110 | $7,248 | 12/31/2023 | SPDW | 213,110 | $7,248 | 12/31/2023 | Western Wealth Management LLC | 213,040 | $7,245 | 12/31/2023 | SPDW | 213,040 | $7,245 | 12/31/2023 | Rosenberg Matthew Hamilton | 209,138 | $7,113 | 12/31/2023 | SPDW | 209,138 | $7,113 | 12/31/2023 | WCG Wealth Advisors LLC | 208,757 | $7,100 | 12/31/2023 | SPDW | 208,757 | $7,100 | 12/31/2023 | United Capital Financial Advisers LLC | 208,120 | $7,078 | 12/31/2023 | SPDW | 208,120 | $7,078 | 12/31/2023 | Sanchez Wealth Management Group | 207,837 | $7,068 | 12/31/2023 | SPDW | 207,837 | $7,068 | 12/31/2023 | BayBridge Capital Group LLC | 208,990 | $7,064 | 12/31/2023 | SPDW | 208,990 | $7,064 | 12/31/2023 | Treynor Bancshares Inc. | 205,501 | $6,989 | 12/31/2023 | SPDW | 205,501 | $6,989 | 12/31/2023 | Towercrest Capital Management | 204,003 | $6,938 | 12/31/2023 | SPDW | 204,003 | $6,938 | 12/31/2023 | Diligent Investors LLC | 203,918 | $6,935 | 12/31/2023 | SPDW | 203,918 | $6,935 | 12/31/2023 | Atlas Capital Advisors LLC | 193,372 | $6,930 | 03/31/2024 | SPDW | 193,372 | $6,930 | 03/31/2024 | New England Capital Financial Advisors LLC | 203,226 | $6,912 | 12/31/2023 | SPDW | 203,226 | $6,912 | 12/31/2023 | Sensible Financial Planning & Management LLC. | 198,768 | $6,760 | 12/31/2023 | SPDW | 198,768 | $6,760 | 12/31/2023 | Flagship Harbor Advisors LLC | 186,695 | $6,691 | 03/31/2024 | SPDW | 186,695 | $6,691 | 03/31/2024 | Congress Wealth Management LLC DE | 186,461 | $6,683 | 03/31/2024 | SPDW | 186,461 | $6,683 | 03/31/2024 | Opes Wealth Management LLC | 193,109 | $6,568 | 12/31/2023 | SPDW | 193,109 | $6,568 | 12/31/2023 | Orin Green Financial LLC | 192,674 | $6,556 | 12/31/2023 | SPDW | 192,674 | $6,556 | 12/31/2023 | Anson Capital Inc. | 192,539 | $6,548 | 12/31/2023 | SPDW | 192,539 | $6,548 | 12/31/2023 | Obsidian Personal Planning Solutions LLC | 191,269 | $6,505 | 12/31/2023 | SPDW | 191,269 | $6,505 | 12/31/2023 | Aquire Wealth Advisors LLC | 188,303 | $6,404 | 12/31/2023 | SPDW | 188,303 | $6,404 | 12/31/2023 | Aire Advisors LLC | 187,534 | $6,379 | 12/31/2023 | SPDW | 187,534 | $6,379 | 12/31/2023 | TPG Financial Advisors LLC | 188,256 | $6,367 | 12/31/2023 | SPDW | 188,256 | $6,367 | 12/31/2023 | Delap Wealth Advisory LLC | 183,442 | $6,239 | 12/31/2023 | SPDW | 183,442 | $6,239 | 12/31/2023 | Astoria Portfolio Advisors LLC. | 178,971 | $6,185 | 03/31/2024 | SPDW | 178,971 | $6,185 | 03/31/2024 | Signet Financial Management LLC | 172,176 | $6,171 | 03/31/2024 | SPDW | 172,176 | $6,171 | 03/31/2024 | Cedrus LLC | 170,118 | $6,097 | 03/31/2024 | SPDW | 170,118 | $6,097 | 03/31/2024 | Cresset Asset Management LLC | 179,233 | $6,096 | 12/31/2023 | SPDW | 179,233 | $6,096 | 12/31/2023 | Harbour Investments Inc. | 178,912 | $6,085 | 12/31/2023 | SPDW | 178,912 | $6,085 | 12/31/2023 | Millington Financial Advisors LLC | 175,532 | $5,970 | 12/31/2023 | SPDW | 175,532 | $5,970 | 12/31/2023 | Atria Wealth Solutions Inc. | 174,345 | $5,929 | 12/31/2023 | SPDW | 174,345 | $5,929 | 12/31/2023 | Valtinson Bruner Financial Planning LLC | 173,860 | $5,913 | 12/31/2023 | SPDW | 173,860 | $5,913 | 12/31/2023 | Systelligence LLC | 164,231 | $5,886 | 03/31/2024 | SPDW | 164,231 | $5,886 | 03/31/2024 | Sentinel Pension Advisors Inc. | 170,647 | $5,804 | 12/31/2023 | SPDW | 170,647 | $5,804 | 12/31/2023 | Cliftonlarsonallen Wealth Advisors LLC | 170,115 | $5,786 | 12/31/2023 | SPDW | 170,115 | $5,786 | 12/31/2023 | Red Wave Investments LLC | 168,736 | $5,739 | 12/31/2023 | SPDW | 168,736 | $5,739 | 12/31/2023 | Lifestyle Asset Management Inc. | 168,411 | $5,728 | 12/31/2023 | SPDW | 168,411 | $5,728 | 12/31/2023 | Simon Quick Advisors LLC | 165,660 | $5,634 | 12/31/2023 | SPDW | 165,660 | $5,634 | 12/31/2023 | Arete Wealth Advisors LLC | 163,815 | $5,571 | 12/31/2023 | SPDW | 163,815 | $5,571 | 12/31/2023 | Balentine LLC | 162,684 | $5,533 | 12/31/2023 | SPDW | 162,684 | $5,533 | 12/31/2023 | Continuum Advisory LLC | 161,700 | $5,499 | 12/31/2023 | SPDW | 161,700 | $5,499 | 12/31/2023 | Empowered Funds LLC | 161,014 | $5,476 | 12/31/2023 | SPDW | 161,014 | $5,476 | 12/31/2023 | Lifeworks Advisors LLC | 159,548 | $5,426 | 12/31/2023 | SPDW | 159,548 | $5,426 | 12/31/2023 | JRM Investment Counsel LLC | 159,178 | $5,414 | 12/31/2023 | SPDW | 159,178 | $5,414 | 12/31/2023 | Advisor Resource Council | 158,822 | $5,402 | 12/31/2023 | SPDW | 158,822 | $5,402 | 12/31/2023 | Ignite Planners LLC | 150,358 | $5,365 | 03/31/2024 | SPDW | 150,358 | $5,365 | 03/31/2024 | Cornerstone Wealth Management LLC | 156,679 | $5,329 | 12/31/2023 | SPDW | 156,679 | $5,329 | 12/31/2023 | ORBA Wealth Advisors L.L.C. | 156,417 | $5,320 | 12/31/2023 | SPDW | 156,417 | $5,320 | 12/31/2023 | Concord Wealth Partners | 154,865 | $5,267 | 12/31/2023 | SPDW | 154,865 | $5,267 | 12/31/2023 | PAX Financial Group LLC | 153,909 | $5,191 | 12/31/2023 | SPDW | 153,909 | $5,191 | 12/31/2023 | XML Financial LLC | 152,368 | $5,182 | 12/31/2023 | SPDW | 152,368 | $5,182 | 12/31/2023 | Merriman Wealth Management LLC | 152,193 | $5,176 | 12/31/2023 | SPDW | 152,193 | $5,176 | 12/31/2023 | Buckingham Strategic Wealth LLC | 151,763 | $5,161 | 12/31/2023 | SPDW | 151,763 | $5,161 | 12/31/2023 | Optimist Retirement Group LLC | 151,490 | $5,152 | 12/31/2023 | SPDW | 151,490 | $5,152 | 12/31/2023 | Battery Global Advisors LLC | 149,950 | $5,100 | 12/31/2023 | SPDW | 149,950 | $5,100 | 12/31/2023 | Beacon Pointe Advisors LLC | 149,090 | $5,071 | 12/31/2023 | SPDW | 149,090 | $5,071 | 12/31/2023 | Connectus Wealth LLC | 148,459 | $5,049 | 12/31/2023 | SPDW | 148,459 | $5,049 | 12/31/2023 | Financial Insights Inc. | 145,316 | $4,942 | 12/31/2023 | SPDW | 145,316 | $4,942 | 12/31/2023 | NovaPoint Capital LLC | 137,094 | $4,913 | 03/31/2024 | SPDW | 137,094 | $4,913 | 03/31/2024 | Larson Financial Group LLC | 144,360 | $4,910 | 12/31/2023 | SPDW | 144,360 | $4,910 | 12/31/2023 | Great Valley Advisor Group Inc. | 141,695 | $4,819 | 12/31/2023 | SPDW | 141,695 | $4,819 | 12/31/2023 | Bridge Advisory LLC | 133,748 | $4,794 | 03/31/2024 | SPDW | 133,748 | $4,794 | 03/31/2024 | Certified Advisory Corp | 139,540 | $4,746 | 12/31/2023 | SPDW | 139,540 | $4,746 | 12/31/2023 | Tranquilli Financial Advisor LLC | 136,436 | $4,640 | 12/31/2023 | SPDW | 136,436 | $4,640 | 12/31/2023 | Comerica Bank | 135,925 | $4,623 | 12/31/2023 | SPDW | 135,925 | $4,623 | 12/31/2023 | Pecaut & CO. | 135,668 | $4,614 | 12/31/2023 | SPDW | 135,668 | $4,614 | 12/31/2023 | Strategic Financial Concepts LLC | 135,089 | $4,594 | 12/31/2023 | SPDW | 135,089 | $4,594 | 12/31/2023 | Topel & Distasi Wealth Management LLC | 133,037 | $4,525 | 12/31/2023 | SPDW | 133,037 | $4,525 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 132,385 | $4,502 | 12/31/2023 | SPDW | 132,385 | $4,502 | 12/31/2023 | Venture Visionary Partners LLC | 131,520 | $4,473 | 12/31/2023 | SPDW | 131,520 | $4,473 | 12/31/2023 | Vicus Capital | 124,510 | $4,462 | 03/31/2024 | SPDW | 124,510 | $4,462 | 03/31/2024 | Collaborative Wealth Managment Inc. | 131,032 | $4,456 | 12/31/2023 | SPDW | 131,032 | $4,456 | 12/31/2023 | Breed s Hill Capital LLC | 130,441 | $4,436 | 12/31/2023 | SPDW | 130,441 | $4,436 | 12/31/2023 | Annapolis Financial Services LLC | 123,333 | $4,420 | 03/31/2024 | SPDW | 123,333 | $4,420 | 03/31/2024 | Montz Harcus Wealth Management LLC | 129,462 | $4,403 | 12/31/2023 | SPDW | 129,462 | $4,403 | 12/31/2023 | Sheets Smith Wealth Management | 127,182 | $4,325 | 12/31/2023 | SPDW | 127,182 | $4,325 | 12/31/2023 | Gainplan LLC | 126,087 | $4,288 | 12/31/2023 | SPDW | 126,087 | $4,288 | 12/31/2023 | YHB Investment Advisors Inc. | 124,737 | $4,242 | 12/31/2023 | SPDW | 124,737 | $4,242 | 12/31/2023 | Clarus Wealth Advisors | 119,563 | $4,206 | 03/31/2024 | SPDW | 119,563 | $4,206 | 03/31/2024 | WBH Advisory Inc. | 116,272 | $4,167 | 03/31/2024 | SPDW | 116,272 | $4,167 | 03/31/2024 | Tortoise Investment Management LLC | 122,110 | $4,153 | 12/31/2023 | SPDW | 122,110 | $4,153 | 12/31/2023 | Heartwood Wealth Advisors LLC | 115,854 | $4,152 | 03/31/2024 | SPDW | 115,854 | $4,152 | 03/31/2024 | FSB Premier Wealth Management Inc. | 118,952 | $4,046 | 12/31/2023 | SPDW | 118,952 | $4,046 | 12/31/2023 | Spire Wealth Management | 118,088 | $3,925 | 12/31/2023 | SPDW | 118,088 | $3,925 | 12/31/2023 | Smartleaf Asset Management LLC | 114,850 | $3,905 | 12/31/2023 | SPDW | 114,850 | $3,905 | 12/31/2023 | Family Legacy Inc. | 113,962 | $3,876 | 12/31/2023 | SPDW | 113,962 | $3,876 | 12/31/2023 | HRT Financial LP | 113,322 | $3,854 | 12/31/2023 | SPDW | 113,322 | $3,854 | 12/31/2023 | Lbmc Investment Advisors LLC | 106,609 | $3,821 | 03/31/2024 | SPDW | 106,609 | $3,821 | 03/31/2024 | Occidental Asset Management LLC | 105,333 | $3,775 | 03/31/2024 | SPDW | 105,333 | $3,775 | 03/31/2024 | Keener Financial Planning LLC | 110,618 | $3,762 | 12/31/2023 | SPDW | 110,618 | $3,762 | 12/31/2023 | Heritage Trust Co | 110,003 | $3,741 | 12/31/2023 | SPDW | 110,003 | $3,741 | 12/31/2023 | Sawtooth Solutions LLC | 109,882 | $3,737 | 12/31/2023 | SPDW | 109,882 | $3,737 | 12/31/2023 | Adviser Investments LLC | 109,076 | $3,710 | 12/31/2023 | SPDW | 109,076 | $3,710 | 12/31/2023 | Buckingham Strategic Partners | 108,545 | $3,692 | 12/31/2023 | SPDW | 108,545 | $3,692 | 12/31/2023 | BCS Wealth Management | 102,959 | $3,690 | 03/31/2024 | SPDW | 102,959 | $3,690 | 03/31/2024 | Northwest Wealth Management LLC | 108,044 | $3,675 | 12/31/2023 | SPDW | 108,044 | $3,675 | 12/31/2023 | Eclectic Associates Inc. ADV | 107,339 | $3,651 | 12/31/2023 | SPDW | 107,339 | $3,651 | 12/31/2023 | Gryphon Financial Partners LLC | 100,678 | $3,646 | 12/31/2023 | SPDW | 100,678 | $3,646 | 12/31/2023 | Tennessee Valley Asset Management Partners | 105,531 | $3,589 | 12/31/2023 | SPDW | 105,531 | $3,589 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 105,357 | $3,583 | 12/31/2023 | SPDW | 105,357 | $3,583 | 12/31/2023 | Prime Capital Investment Advisors LLC | 104,782 | $3,564 | 12/31/2023 | SPDW | 104,782 | $3,564 | 12/31/2023 | Legacy Private Trust Co. | 99,203 | $3,555 | 03/31/2024 | SPDW | 99,203 | $3,555 | 03/31/2024 | Spartan Planning & Wealth Management | 102,983 | $3,502 | 12/31/2023 | SPDW | 102,983 | $3,502 | 12/31/2023 | G&S Capital LLC | 97,589 | $3,498 | 03/31/2024 | SPDW | 97,589 | $3,498 | 03/31/2024 | Alliance Wealth Management Group | 102,433 | $3,484 | 12/31/2023 | SPDW | 102,433 | $3,484 | 12/31/2023 | Captrust Financial Advisors | 102,292 | $3,479 | 12/31/2023 | SPDW | 102,292 | $3,479 | 12/31/2023 | Towerpoint Wealth LLC | 96,739 | $3,467 | 03/31/2024 | SPDW | 96,739 | $3,467 | 03/31/2024 | David Loasby | 99,032 | $3,314 | 12/31/2023 | SPDW | 99,032 | $3,314 | 12/31/2023 | American Investment Services Inc. | 96,370 | $3,278 | 12/31/2023 | SPDW | 96,370 | $3,278 | 12/31/2023 | HBW Advisory Services LLC | 95,671 | $3,254 | 12/31/2023 | SPDW | 95,671 | $3,254 | 12/31/2023 | Integrity Wealth Solutions LLC | 90,110 | $3,230 | 03/31/2024 | SPDW | 90,110 | $3,230 | 03/31/2024 | Confluence Investment Management LLC | 89,434 | $3,205 | 03/31/2024 | SPDW | 89,434 | $3,205 | 03/31/2024 | Parallel Advisors LLC | 94,045 | $3,198 | 12/31/2023 | SPDW | 94,045 | $3,198 | 12/31/2023 | SOL Capital Management CO | 91,905 | $3,126 | 12/31/2023 | SPDW | 91,905 | $3,126 | 12/31/2023 | Vertex Planning Partners LLC | 90,478 | $3,077 | 12/31/2023 | SPDW | 90,478 | $3,077 | 12/31/2023 | Richardson Financial Services Inc. | 90,260 | $3,070 | 12/31/2023 | SPDW | 90,260 | $3,070 | 12/31/2023 | Range Financial Group LLC | 84,777 | $3,038 | 03/31/2024 | SPDW | 84,777 | $3,038 | 03/31/2024 | Patriot Investment Management Inc. | 83,802 | $3,003 | 03/31/2024 | SPDW | 83,802 | $3,003 | 03/31/2024 | Ervin Investment Management LLC | 82,959 | $2,973 | 03/31/2024 | SPDW | 82,959 | $2,973 | 03/31/2024 | Life Planning Partners Inc | 87,061 | $2,961 | 12/31/2023 | SPDW | 87,061 | $2,961 | 12/31/2023 | Colton Groome Financial Advisors LLC | 82,381 | $2,953 | 03/31/2024 | SPDW | 82,381 | $2,953 | 03/31/2024 | Norway Savings Bank | 82,239 | $2,947 | 03/31/2024 | SPDW | 82,239 | $2,947 | 03/31/2024 | Meeder Asset Management Inc. | 86,255 | $2,934 | 12/31/2023 | SPDW | 86,255 | $2,934 | 12/31/2023 | Ascent Group LLC | 86,233 | $2,928 | 12/31/2023 | SPDW | 86,233 | $2,928 | 12/31/2023 | Stratos Wealth Advisors LLC | 80,711 | $2,893 | 03/31/2024 | SPDW | 80,711 | $2,893 | 03/31/2024 | FF Advisors LLC | 80,052 | $2,869 | 03/31/2024 | SPDW | 80,052 | $2,869 | 03/31/2024 | USAdvisors Wealth Management LLC | 84,176 | $2,862 | 12/31/2023 | SPDW | 84,176 | $2,862 | 12/31/2023 | NBT Bank N A NY | 80,852 | $2,750 | 12/31/2023 | SPDW | 80,852 | $2,750 | 12/31/2023 | Aveo Capital Partners LLC | 80,764 | $2,747 | 12/31/2023 | SPDW | 80,764 | $2,747 | 12/31/2023 | Harbor Advisory Corp MA | 80,440 | $2,736 | 12/31/2023 | SPDW | 80,440 | $2,736 | 12/31/2023 | Butensky & Cohen Financial Security Inc. | 76,062 | $2,726 | 03/31/2024 | SPDW | 76,062 | $2,726 | 03/31/2024 | Cooksen Wealth LLC | 75,534 | $2,707 | 03/31/2024 | SPDW | 75,534 | $2,707 | 03/31/2024 | Wealth Quarterback LLC | 78,956 | $2,685 | 12/31/2023 | SPDW | 78,956 | $2,685 | 12/31/2023 | Financial Network Wealth Advisors LLC | 78,209 | $2,660 | 12/31/2023 | SPDW | 78,209 | $2,660 | 12/31/2023 | Financial Planning & Information Services Inc. | 78,117 | $2,657 | 12/31/2023 | SPDW | 78,117 | $2,657 | 12/31/2023 | M&T Bank Corp | 78,083 | $2,656 | 12/31/2023 | SPDW | 78,083 | $2,656 | 12/31/2023 | Austin Private Wealth LLC | 74,442 | $2,655 | 03/31/2024 | SPDW | 74,442 | $2,655 | 03/31/2024 | DeDora Capital Inc. | 73,837 | $2,646 | 03/31/2024 | SPDW | 73,837 | $2,646 | 03/31/2024 | Quent Capital LLC | 77,744 | $2,644 | 12/31/2023 | SPDW | 77,744 | $2,644 | 12/31/2023 | Equita Financial Network Inc. | 76,365 | $2,597 | 12/31/2023 | SPDW | 76,365 | $2,597 | 12/31/2023 | SkyOak Wealth LLC | 75,513 | $2,568 | 12/31/2023 | SPDW | 75,513 | $2,568 | 12/31/2023 | Csenge Advisory Group | 75,474 | $2,567 | 12/31/2023 | SPDW | 75,474 | $2,567 | 12/31/2023 | Dakota Wealth Management | 75,193 | $2,557 | 12/31/2023 | SPDW | 75,193 | $2,557 | 12/31/2023 | Blue Barn Wealth LLC | 74,979 | $2,550 | 12/31/2023 | SPDW | 74,979 | $2,550 | 12/31/2023 | Raleigh Capital Management Inc. | 74,263 | $2,526 | 12/31/2023 | SPDW | 74,263 | $2,526 | 12/31/2023 | McKinley Carter Wealth Services Inc. | 73,314 | $2,493 | 12/31/2023 | SPDW | 73,314 | $2,493 | 12/31/2023 | Baron Financial Group LLC | 72,986 | $2,482 | 12/31/2023 | SPDW | 72,986 | $2,482 | 12/31/2023 | Lunt Capital Management Inc. | 71,786 | $2,441 | 12/31/2023 | SPDW | 71,786 | $2,441 | 12/31/2023 | Advisor OS LLC | 71,404 | $2,428 | 12/31/2023 | SPDW | 71,404 | $2,428 | 12/31/2023 | Private Trust Co. NA | 70,961 | $2,413 | 12/31/2023 | SPDW | 70,961 | $2,413 | 12/31/2023 | Capital Analysts LLC | 70,404 | $2,394 | 12/31/2023 | SPDW | 70,404 | $2,394 | 12/31/2023 | Rockbridge Investment Management LCC | 69,472 | $2,363 | 12/31/2023 | SPDW | 69,472 | $2,363 | 12/31/2023 | JFS Wealth Advisors LLC | 68,914 | $2,344 | 12/31/2023 | SPDW | 68,914 | $2,344 | 12/31/2023 | GPS Wealth Strategies Group LLC | 68,558 | $2,332 | 12/31/2023 | SPDW | 68,558 | $2,332 | 12/31/2023 | ACT Advisors LLC. | 62,590 | $2,243 | 03/31/2024 | SPDW | 62,590 | $2,243 | 03/31/2024 | Kohmann Bosshard Financial Services LLC | 62,291 | $2,232 | 03/31/2024 | SPDW | 62,291 | $2,232 | 03/31/2024 | Steele Capital Management Inc. | 61,822 | $2,216 | 03/31/2024 | SPDW | 61,822 | $2,216 | 03/31/2024 | Weitzel Financial Services Inc. | 62,172 | $2,214 | 03/31/2024 | SPDW | 62,172 | $2,214 | 03/31/2024 | Change Path LLC | 64,489 | $2,193 | 12/31/2023 | SPDW | 64,489 | $2,193 | 12/31/2023 | ABLE Financial Group LLC | 64,248 | $2,185 | 12/31/2023 | SPDW | 64,248 | $2,185 | 12/31/2023 | LexAurum Advisors LLC | 58,499 | $2,097 | 03/31/2024 | SPDW | 58,499 | $2,097 | 03/31/2024 | Vista Investment Management | 61,004 | $2,075 | 12/31/2023 | SPDW | 61,004 | $2,075 | 12/31/2023 | Cabot Wealth Management Inc. | 60,598 | $2,061 | 12/31/2023 | SPDW | 60,598 | $2,061 | 12/31/2023 | Belpointe Asset Management LLC | 60,333 | $2,052 | 12/31/2023 | SPDW | 60,333 | $2,052 | 12/31/2023 | Insight Advisors LLC PA | 60,214 | $2,048 | 12/31/2023 | SPDW | 60,214 | $2,048 | 12/31/2023 | Wade Financial Advisory Inc | 60,067 | $2,043 | 12/31/2023 | SPDW | 60,067 | $2,043 | 12/31/2023 | FMR LLC | 59,633 | $2,028 | 12/31/2023 | SPDW | 59,633 | $2,028 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 59,412 | $2,021 | 12/31/2023 | SPDW | 59,412 | $2,021 | 12/31/2023 | Financial Connections Group Inc. | 58,664 | $1,995 | 12/31/2023 | SPDW | 58,664 | $1,995 | 12/31/2023 | Paladin Advisory Group LLC | 57,817 | $1,966 | 12/31/2023 | SPDW | 57,817 | $1,966 | 12/31/2023 | Opus Capital Group LLC | 57,428 | $1,953 | 12/31/2023 | SPDW | 57,428 | $1,953 | 12/31/2023 | Laurel Wealth Planning LLC | 56,919 | $1,936 | 12/31/2023 | SPDW | 56,919 | $1,936 | 12/31/2023 | First Horizon Advisors Inc. | 56,856 | $1,934 | 12/31/2023 | SPDW | 56,856 | $1,934 | 12/31/2023 | Watershed Private Wealth LLC | 55,548 | $1,889 | 12/31/2023 | SPDW | 55,548 | $1,889 | 12/31/2023 | Bensler LLC | 55,472 | $1,887 | 12/31/2023 | SPDW | 55,472 | $1,887 | 12/31/2023 | StoneX Group Inc. | 54,280 | $1,841 | 12/31/2023 | SPDW | 54,280 | $1,841 | 12/31/2023 | Tilson Financial Group Inc. | 52,889 | $1,799 | 12/31/2023 | SPDW | 52,889 | $1,799 | 12/31/2023 | KLR Investment Advisors LLC | 52,591 | $1,789 | 12/31/2023 | SPDW | 52,591 | $1,789 | 12/31/2023 | Patriot Financial Group Insurance Agency LLC | 51,990 | $1,768 | 12/31/2023 | SPDW | 51,990 | $1,768 | 12/31/2023 | Girard Partners LTD. | 51,062 | $1,737 | 12/31/2023 | SPDW | 51,062 | $1,737 | 12/31/2023 | Cary Street Partners Asset Management LLC | 50,309 | $1,711 | 12/31/2023 | SPDW | 50,309 | $1,711 | 12/31/2023 | EP Wealth Advisors LLC | 50,272 | $1,710 | 12/31/2023 | SPDW | 50,272 | $1,710 | 12/31/2023 | PCG Wealth Advisors LLC | 50,272 | $1,710 | 12/31/2023 | SPDW | 50,272 | $1,710 | 12/31/2023 | Eqis Capital Management Inc. | 49,849 | $1,695 | 12/31/2023 | SPDW | 49,849 | $1,695 | 12/31/2023 | Trinity Wealth Management LLC | 47,189 | $1,691 | 03/31/2024 | SPDW | 47,189 | $1,691 | 03/31/2024 | Beaumont Capital Management LLC | 49,343 | $1,678 | 12/31/2023 | SPDW | 49,343 | $1,678 | 12/31/2023 | Iron Financial LLC | 48,697 | $1,656 | 12/31/2023 | SPDW | 48,697 | $1,656 | 12/31/2023 | First Manhattan Co. | 48,641 | $1,654 | 12/31/2023 | SPDW | 48,641 | $1,654 | 12/31/2023 | Grey Street Capital LLC | 48,193 | $1,639 | 12/31/2023 | SPDW | 48,193 | $1,639 | 12/31/2023 | One Capital Management LLC | 47,824 | $1,626 | 12/31/2023 | SPDW | 47,824 | $1,626 | 12/31/2023 | Bank of Montreal Can | 47,699 | $1,624 | 12/31/2023 | SPDW | 47,699 | $1,624 | 12/31/2023 | Apella Capital LLC | 45,034 | $1,608 | 03/31/2024 | SPDW | 45,034 | $1,608 | 03/31/2024 | Lumbard & Kellner LLC | 47,014 | $1,599 | 12/31/2023 | SPDW | 47,014 | $1,599 | 12/31/2023 | Pallas Capital Advisors LLC | 44,359 | $1,590 | 03/31/2024 | SPDW | 44,359 | $1,590 | 03/31/2024 | Richard P Slaughter Associates Inc | 44,098 | $1,580 | 03/31/2024 | SPDW | 44,098 | $1,580 | 03/31/2024 | True North Advisors LLC | 43,969 | $1,576 | 03/31/2024 | SPDW | 43,969 | $1,576 | 03/31/2024 | Gateway Wealth Partners LLC | 46,160 | $1,570 | 12/31/2023 | SPDW | 46,160 | $1,570 | 12/31/2023 | Miracle Mile Advisors LLC | 43,669 | $1,565 | 03/31/2024 | SPDW | 43,669 | $1,565 | 03/31/2024 | Oxford Financial Group Ltd. | 45,860 | $1,560 | 12/31/2023 | SPDW | 45,860 | $1,560 | 12/31/2023 | Baker Tilly Financial LLC | 45,601 | $1,551 | 12/31/2023 | SPDW | 45,601 | $1,551 | 12/31/2023 | SNS Financial Group LLC | 44,364 | $1,509 | 12/31/2023 | SPDW | 44,364 | $1,509 | 12/31/2023 | Virtue Capital Management LLC | 44,380 | $1,486 | 12/31/2023 | SPDW | 44,380 | $1,486 | 12/31/2023 | Atomi Financial Group Inc. | 43,242 | $1,471 | 12/31/2023 | SPDW | 43,242 | $1,471 | 12/31/2023 | Farther Finance Advisors LLC | 43,253 | $1,471 | 12/31/2023 | SPDW | 43,253 | $1,471 | 12/31/2023 | Outlook Wealth Advisors LLC | 43,065 | $1,465 | 12/31/2023 | SPDW | 43,065 | $1,465 | 12/31/2023 | Lowe Brockenbrough & Co. Inc. | 42,930 | $1,460 | 12/31/2023 | SPDW | 42,930 | $1,460 | 12/31/2023 | NBC Securities Inc. | 40,565 | $1,453 | 03/31/2024 | SPDW | 40,565 | $1,453 | 03/31/2024 | Blair William & Co. IL | 42,244 | $1,437 | 12/31/2023 | SPDW | 42,244 | $1,437 | 12/31/2023 | MCF Advisors LLC | 40,066 | $1,436 | 03/31/2024 | SPDW | 40,066 | $1,436 | 03/31/2024 | MONECO Advisors LLC | 41,878 | $1,424 | 12/31/2023 | SPDW | 41,878 | $1,424 | 12/31/2023 | Mirae Asset Global Investments Co. Ltd. | 41,843 | $1,423 | 12/31/2023 | SPDW | 41,843 | $1,423 | 12/31/2023 | Worth Financial Advisory Group LLC | 41,730 | $1,419 | 12/31/2023 | SPDW | 41,730 | $1,419 | 12/31/2023 | MY Purposeful Wealth CORP. | 41,662 | $1,417 | 12/31/2023 | SPDW | 41,662 | $1,417 | 12/31/2023 | Alliance Wealth Advisors LLC UT | 41,430 | $1,409 | 12/31/2023 | SPDW | 41,430 | $1,409 | 12/31/2023 | Sage Mountain Advisors LLC | 41,162 | $1,400 | 12/31/2023 | SPDW | 41,162 | $1,400 | 12/31/2023 | Ballast Advisors LLC | 40,699 | $1,384 | 12/31/2023 | SPDW | 40,699 | $1,384 | 12/31/2023 | Millennium Management LLC | 40,631 | $1,382 | 12/31/2023 | SPDW | 40,631 | $1,382 | 12/31/2023 | Norden Group LLC | 40,117 | $1,373 | 12/31/2023 | SPDW | 40,117 | $1,373 | 12/31/2023 | Colonial River Wealth Management LLC | 40,344 | $1,372 | 12/31/2023 | SPDW | 40,344 | $1,372 | 12/31/2023 | LWM Advisory Services LLC | 39,789 | $1,353 | 12/31/2023 | SPDW | 39,789 | $1,353 | 12/31/2023 | Clarkston Capital Partners LLC | 39,500 | $1,343 | 12/31/2023 | SPDW | 39,500 | $1,343 | 12/31/2023 | Financial Advocates Investment Management | 39,473 | $1,342 | 12/31/2023 | SPDW | 39,473 | $1,342 | 12/31/2023 | McNaughton Wealth Management LLC | 36,917 | $1,323 | 03/31/2024 | SPDW | 36,917 | $1,323 | 03/31/2024 | Wellington Wealth Strategies LLC. | 38,676 | $1,315 | 12/31/2023 | SPDW | 38,676 | $1,315 | 12/31/2023 | Avantax Advisory Services Inc. | 38,259 | $1,301 | 12/31/2023 | SPDW | 38,259 | $1,301 | 12/31/2023 | Focus Financial Network Inc. ADV | 37,795 | $1,285 | 12/31/2023 | SPDW | 37,795 | $1,285 | 12/31/2023 | SageView Advisory Group LLC | 37,340 | $1,264 | 12/31/2023 | SPDW | 37,340 | $1,264 | 12/31/2023 | United Asset Strategies Inc. | 36,603 | $1,245 | 12/31/2023 | SPDW | 36,603 | $1,245 | 12/31/2023 | Courier Capital LLC | 34,497 | $1,236 | 03/31/2024 | SPDW | 34,497 | $1,236 | 03/31/2024 | Canal Capital Management LLC | 35,980 | $1,224 | 12/31/2023 | SPDW | 35,980 | $1,224 | 12/31/2023 | Howard Financial Services LTD. | 34,105 | $1,222 | 03/31/2024 | SPDW | 34,105 | $1,222 | 03/31/2024 | Baltimore Washington Financial Advisors Inc. | 35,036 | $1,192 | 12/31/2023 | SPDW | 35,036 | $1,192 | 12/31/2023 | BSW Wealth Partners | 34,476 | $1,173 | 12/31/2023 | SPDW | 34,476 | $1,173 | 12/31/2023 | Premier Path Wealth Partners LLC | 34,306 | $1,167 | 12/31/2023 | SPDW | 34,306 | $1,167 | 12/31/2023 | Sterling Wealth Management Inc. | 34,044 | $1,158 | 12/31/2023 | SPDW | 34,044 | $1,158 | 12/31/2023 | Keystone Wealth Services LLC | 32,235 | $1,155 | 03/31/2024 | SPDW | 32,235 | $1,155 | 03/31/2024 | TKG Advisors LLC | 33,818 | $1,150 | 12/31/2023 | SPDW | 33,818 | $1,150 | 12/31/2023 | Drive Wealth Management LLC | 33,647 | $1,144 | 12/31/2023 | SPDW | 33,647 | $1,144 | 12/31/2023 | Modera Wealth Management LLC | 33,359 | $1,135 | 12/31/2023 | SPDW | 33,359 | $1,135 | 12/31/2023 | CoreCap Advisors LLC | 33,053 | $1,124 | 12/31/2023 | SPDW | 33,053 | $1,124 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 32,715 | $1,113 | 12/31/2023 | SPDW | 32,715 | $1,113 | 12/31/2023 | Phillips Financial Management LLC | 32,373 | $1,101 | 12/31/2023 | SPDW | 32,373 | $1,101 | 12/31/2023 | Family Wealth Group LLC | 32,052 | $1,090 | 12/31/2023 | SPDW | 32,052 | $1,090 | 12/31/2023 | Nwam LLC | 31,964 | $1,087 | 12/31/2023 | SPDW | 31,964 | $1,087 | 12/31/2023 | Rehmann Capital Advisory Group | 31,937 | $1,086 | 12/31/2023 | SPDW | 31,937 | $1,086 | 12/31/2023 | Better Money Decisions LLC | 31,856 | $1,083 | 12/31/2023 | SPDW | 31,856 | $1,083 | 12/31/2023 | German American Bancorp Inc. | 31,453 | $1,070 | 12/31/2023 | SPDW | 31,453 | $1,070 | 12/31/2023 | BKD Wealth Advisors LLC | 31,240 | $1,062 | 12/31/2023 | SPDW | 31,240 | $1,062 | 12/31/2023 | Aletheian Wealth Advisors LLC | 29,446 | $1,055 | 03/31/2024 | SPDW | 29,446 | $1,055 | 03/31/2024 | Greenleaf Trust | 29,759 | $1,012 | 12/31/2023 | SPDW | 29,759 | $1,012 | 12/31/2023 | Dravo Bay LLC | 29,679 | $1,009 | 12/31/2023 | SPDW | 29,679 | $1,009 | 12/31/2023 | Balboa Wealth Partners | 29,142 | $991 | 12/31/2023 | SPDW | 29,142 | $991 | 12/31/2023 | We Are One Seven LLC | 29,119 | $990 | 12/31/2023 | SPDW | 29,119 | $990 | 12/31/2023 | Apollon Wealth Management LLC | 28,982 | $986 | 12/31/2023 | SPDW | 28,982 | $986 | 12/31/2023 | Eagle Strategies LLC | 28,876 | $982 | 12/31/2023 | SPDW | 28,876 | $982 | 12/31/2023 | Perennial Investment Advisors LLC | 28,668 | $975 | 12/31/2023 | SPDW | 28,668 | $975 | 12/31/2023 | Altrius Capital Management Inc | 28,373 | $965 | 12/31/2023 | SPDW | 28,373 | $965 | 12/31/2023 | Seaside Wealth Management Inc. | 26,579 | $953 | 03/31/2024 | SPDW | 26,579 | $953 | 03/31/2024 | Allen Capital Group LLC | 26,276 | $942 | 03/31/2024 | SPDW | 26,276 | $942 | 03/31/2024 | Howard Wealth Management LLC | 27,705 | $942 | 12/31/2023 | SPDW | 27,705 | $942 | 12/31/2023 | Fifth Third Bancorp | 27,679 | $941 | 12/31/2023 | SPDW | 27,679 | $941 | 12/31/2023 | Narus Financial Partners LLC | 25,807 | $925 | 03/31/2024 | SPDW | 25,807 | $925 | 03/31/2024 | Morling Financial Advisors LLC | 27,206 | $925 | 12/31/2023 | SPDW | 27,206 | $925 | 12/31/2023 | Kathleen S. Wright Associates Inc. | 25,733 | $922 | 03/31/2024 | SPDW | 25,733 | $922 | 03/31/2024 | WealthCare Investment Partners LLC | 25,584 | $917 | 03/31/2024 | SPDW | 25,584 | $917 | 03/31/2024 | Jackson Creek Investment Advisors LLC | 26,909 | $915 | 12/31/2023 | SPDW | 26,909 | $915 | 12/31/2023 | Freestone Capital Holdings LLC | 26,736 | $909 | 12/31/2023 | SPDW | 26,736 | $909 | 12/31/2023 | Baird Financial Group Inc. | 26,461 | $900 | 12/31/2023 | SPDW | 26,461 | $900 | 12/31/2023 | AdvisorNet Financial Inc | 24,892 | $892 | 03/31/2024 | SPDW | 24,892 | $892 | 03/31/2024 | Oxinas Partners Wealth Management LLC | 24,623 | $882 | 03/31/2024 | SPDW | 24,623 | $882 | 03/31/2024 | RMB Capital Management LLC | 25,854 | $879 | 12/31/2023 | SPDW | 25,854 | $879 | 12/31/2023 | Tyche Wealth Partners LLC | 25,826 | $878 | 12/31/2023 | SPDW | 25,826 | $878 | 12/31/2023 | Integrated Investment Consultants LLC | 24,369 | $873 | 03/31/2024 | SPDW | 24,369 | $873 | 03/31/2024 | Acorn Financial Advisory Services Inc. ADV | 25,606 | $871 | 12/31/2023 | SPDW | 25,606 | $871 | 12/31/2023 | TFB Advisors LLC | 25,568 | $870 | 12/31/2023 | SPDW | 25,568 | $870 | 12/31/2023 | Northern Trust Corp | 25,496 | $867 | 12/31/2023 | SPDW | 25,496 | $867 | 12/31/2023 | Triumph Capital Management | 25,467 | $866 | 12/31/2023 | SPDW | 25,467 | $866 | 12/31/2023 | Wallace Advisory Group LLC | 25,362 | $863 | 03/31/2024 | SPDW | 25,362 | $863 | 03/31/2024 | MBM Wealth Consultants LLC | 23,997 | $860 | 03/31/2024 | SPDW | 23,997 | $860 | 03/31/2024 | Coppell Advisory Solutions LLC | 25,156 | $856 | 12/31/2023 | SPDW | 25,156 | $856 | 12/31/2023 | Salomon & Ludwin LLC | 27,507 | $853 | 12/31/2023 | SPDW | 27,507 | $853 | 12/31/2023 | Meridian Wealth Management LLC | 25,017 | $851 | 12/31/2023 | SPDW | 25,017 | $851 | 12/31/2023 | Krilogy Financial LLC | 24,972 | $849 | 12/31/2023 | SPDW | 24,972 | $849 | 12/31/2023 | Redwood Financial Network Corp | 24,840 | $845 | 12/31/2023 | SPDW | 24,840 | $845 | 12/31/2023 | Maia Wealth LLC | 24,568 | $836 | 12/31/2023 | SPDW | 24,568 | $836 | 12/31/2023 | Sequent Asset Management LLC | 23,129 | $829 | 03/31/2024 | SPDW | 23,129 | $829 | 03/31/2024 | Redwood Investment Management LLC | 24,263 | $825 | 12/31/2023 | SPDW | 24,263 | $825 | 12/31/2023 | Stablepoint Partners LLC | 24,082 | $819 | 12/31/2023 | SPDW | 24,082 | $819 | 12/31/2023 | Formidable Asset Management LLC | 23,997 | $816 | 12/31/2023 | SPDW | 23,997 | $816 | 12/31/2023 | Kavar Capital Partners Group LLC | 23,780 | $809 | 12/31/2023 | SPDW | 23,780 | $809 | 12/31/2023 | BOKF NA | 23,597 | $803 | 12/31/2023 | SPDW | 23,597 | $803 | 12/31/2023 | Dorsey & Whitney Trust CO LLC | 23,530 | $800 | 12/31/2023 | SPDW | 23,530 | $800 | 12/31/2023 | WealthShield Partners LLC | 23,250 | $791 | 12/31/2023 | SPDW | 23,250 | $791 | 12/31/2023 | Lockerman Financial Group Inc. | 21,967 | $787 | 03/31/2024 | SPDW | 21,967 | $787 | 03/31/2024 | Professional Financial Advisors LLC | 23,127 | $787 | 12/31/2023 | SPDW | 23,127 | $787 | 12/31/2023 | Zhang Financial LLC | 23,091 | $785 | 12/31/2023 | SPDW | 23,091 | $785 | 12/31/2023 | J.W. Cole Advisors Inc. | 23,028 | $783 | 12/31/2023 | SPDW | 23,028 | $783 | 12/31/2023 | Strategic Investment Advisors MI | 22,914 | $779 | 12/31/2023 | SPDW | 22,914 | $779 | 12/31/2023 | ORG Partners LLC | 22,725 | $773 | 12/31/2023 | SPDW | 22,725 | $773 | 12/31/2023 | IFG Advisors LLC | 22,654 | $770 | 12/31/2023 | SPDW | 22,654 | $770 | 12/31/2023 | Strategic Blueprint LLC | 22,456 | $764 | 12/31/2023 | SPDW | 22,456 | $764 | 12/31/2023 | Advisors Management Group Inc. ADV | 22,445 | $763 | 12/31/2023 | SPDW | 22,445 | $763 | 12/31/2023 | SILVER OAK SECURITIES Inc | 22,441 | $763 | 12/31/2023 | SPDW | 22,441 | $763 | 12/31/2023 | ICA Group Wealth Management LLC | 22,369 | $761 | 12/31/2023 | SPDW | 22,369 | $761 | 12/31/2023 | North Star Asset Management Inc. | 22,179 | $754 | 12/31/2023 | SPDW | 22,179 | $754 | 12/31/2023 | Rooted Wealth Advisors Inc. | 21,074 | $747 | 03/31/2024 | SPDW | 21,074 | $747 | 03/31/2024 | Veriti Management LLC | 21,734 | $739 | 12/31/2023 | SPDW | 21,734 | $739 | 12/31/2023 | Codex Capital L.L.C. | 22,500 | $732 | 12/31/2023 | SPDW | 22,500 | $732 | 12/31/2023 | Keystone Financial Group | 21,435 | $729 | 12/31/2023 | SPDW | 21,435 | $729 | 12/31/2023 | BCK Partners Inc. | 21,328 | $725 | 12/31/2023 | SPDW | 21,328 | $725 | 12/31/2023 | Colonial Trust Co SC | 21,264 | $723 | 12/31/2023 | SPDW | 21,264 | $723 | 12/31/2023 | Janney Montgomery Scott LLC | 21,149 | $719 | 12/31/2023 | SPDW | 21,149 | $719 | 12/31/2023 | Destiny Capital Corp CO | 20,843 | $709 | 12/31/2023 | SPDW | 20,843 | $709 | 12/31/2023 | Partnership Wealth Management LLC | 19,746 | $708 | 03/31/2024 | SPDW | 19,746 | $708 | 03/31/2024 | Prudential Financial Inc. | 20,746 | $706 | 12/31/2023 | SPDW | 20,746 | $706 | 12/31/2023 | Encompass More Asset Management | 20,553 | $699 | 12/31/2023 | SPDW | 20,553 | $699 | 12/31/2023 | Simplicity Wealth LLC | 20,503 | $697 | 12/31/2023 | SPDW | 20,503 | $697 | 12/31/2023 | Upper Left Wealth Management LLC | 20,392 | $694 | 12/31/2023 | SPDW | 20,392 | $694 | 12/31/2023 | Golden State Equity Partners | 20,370 | $693 | 12/31/2023 | SPDW | 20,370 | $693 | 12/31/2023 | Lakeview Capital Partners LLC | 20,356 | $692 | 12/31/2023 | SPDW | 20,356 | $692 | 12/31/2023 | McClarren Financial Advisors Inc. | 20,330 | $691 | 12/31/2023 | SPDW | 20,330 | $691 | 12/31/2023 | River Street Advisors LLC | 19,144 | $686 | 03/31/2024 | SPDW | 19,144 | $686 | 03/31/2024 | Exencial Wealth Advisors LLC | 19,847 | $675 | 12/31/2023 | SPDW | 19,847 | $675 | 12/31/2023 | Great Diamond Partners LLC | 19,797 | $673 | 12/31/2023 | SPDW | 19,797 | $673 | 12/31/2023 | Franklin Resources Inc. | 19,587 | $666 | 12/31/2023 | SPDW | 19,587 | $666 | 12/31/2023 | Balanced Wealth Group LLC | 19,260 | $655 | 12/31/2023 | SPDW | 19,260 | $655 | 12/31/2023 | Advisory Services Network LLC | 19,131 | $651 | 12/31/2023 | SPDW | 19,131 | $651 | 12/31/2023 | Stone Point Wealth LLC | 19,018 | $647 | 12/31/2023 | SPDW | 19,018 | $647 | 12/31/2023 | Richard W. Paul & Associates LLC | 19,011 | $647 | 12/31/2023 | SPDW | 19,011 | $647 | 12/31/2023 | Acropolis Investment Management LLC | 17,688 | $634 | 03/31/2024 | SPDW | 17,688 | $634 | 03/31/2024 | Keybank National Association OH | 18,502 | $629 | 12/31/2023 | SPDW | 18,502 | $629 | 12/31/2023 | Perigon Wealth Management LLC | 18,270 | $621 | 12/31/2023 | SPDW | 18,270 | $621 | 12/31/2023 | New Republic Capital LLC | 18,200 | $619 | 12/31/2023 | SPDW | 18,200 | $619 | 12/31/2023 | Port Capital LLC | 18,000 | $612 | 12/31/2023 | SPDW | 18,000 | $612 | 12/31/2023 | Resurgent Financial Advisors LLC | 17,876 | $608 | 12/31/2023 | SPDW | 17,876 | $608 | 12/31/2023 | Accel Wealth Management | 17,794 | $605 | 12/31/2023 | SPDW | 17,794 | $605 | 12/31/2023 | LVM Capital Management Ltd. MI | 16,650 | $597 | 03/31/2024 | SPDW | 16,650 | $597 | 03/31/2024 | M Holdings Securities Inc. | 17,551 | $597 | 12/31/2023 | SPDW | 17,551 | $597 | 12/31/2023 | Zacks Investment Management | 17,416 | $592 | 12/31/2023 | SPDW | 17,416 | $592 | 12/31/2023 | The PNC Financial Services Group Inc. | 17,351 | $590 | 12/31/2023 | SPDW | 17,351 | $590 | 12/31/2023 | Advance Capital Management Inc. | 16,274 | $583 | 03/31/2024 | SPDW | 16,274 | $583 | 03/31/2024 | Epic Trust Investment Advisors LLC | 17,113 | $582 | 12/31/2023 | SPDW | 17,113 | $582 | 12/31/2023 | National Asset Management Inc. | 16,874 | $574 | 12/31/2023 | SPDW | 16,874 | $574 | 12/31/2023 | Proequities Inc. | 16,848 | $573 | 12/31/2023 | SPDW | 16,848 | $573 | 12/31/2023 | Wedmont Private Capital | 16,017 | $572 | 03/31/2024 | SPDW | 16,017 | $572 | 03/31/2024 | Detalus Advisors LLC | 16,781 | $571 | 12/31/2023 | SPDW | 16,781 | $571 | 12/31/2023 | Kingswood Wealth Advisors LLC | 15,798 | $566 | 03/31/2024 | SPDW | 15,798 | $566 | 03/31/2024 | Calton & Associates Inc. | 15,713 | $563 | 03/31/2024 | SPDW | 15,713 | $563 | 03/31/2024 | Householder Group Estate & Retirement Specialist LLC | 16,519 | $561 | 12/31/2023 | SPDW | 16,519 | $561 | 12/31/2023 | Tlwm | 15,584 | $559 | 03/31/2024 | SPDW | 15,584 | $559 | 03/31/2024 | Capital Planning Advisors LLC | 16,253 | $553 | 12/31/2023 | SPDW | 16,253 | $553 | 12/31/2023 | Trexquant Investment LP | 16,171 | $550 | 12/31/2023 | SPDW | 16,171 | $550 | 12/31/2023 | GHP Investment Advisors Inc. | 16,091 | $547 | 12/31/2023 | SPDW | 16,091 | $547 | 12/31/2023 | Astoria Strategic Wealth Inc. | 15,801 | $537 | 12/31/2023 | SPDW | 15,801 | $537 | 12/31/2023 | My Legacy Advisors LLC | 15,862 | $534 | 12/31/2023 | SPDW | 15,862 | $534 | 12/31/2023 | Austin Wealth Management LLC | 15,588 | $533 | 12/31/2023 | SPDW | 15,588 | $533 | 12/31/2023 | Running Point Capital Advisors LLC | 15,646 | $532 | 12/31/2023 | SPDW | 15,646 | $532 | 12/31/2023 | Sequoia Financial Advisors LLC | 15,518 | $528 | 12/31/2023 | SPDW | 15,518 | $528 | 12/31/2023 | DHK Financial Advisors Inc. | 15,500 | $527 | 12/31/2023 | SPDW | 15,500 | $527 | 12/31/2023 | Argent Trust Co | 15,379 | $523 | 12/31/2023 | SPDW | 15,379 | $523 | 12/31/2023 | Evanson Asset Management LLC | 14,511 | $520 | 03/31/2024 | SPDW | 14,511 | $520 | 03/31/2024 | Evergreen Capital Management LLC | 15,228 | $518 | 12/31/2023 | SPDW | 15,228 | $518 | 12/31/2023 | Kure Advisory LLC | 15,178 | $516 | 12/31/2023 | SPDW | 15,178 | $516 | 12/31/2023 | Whittier Trust Co. | 14,917 | $507 | 12/31/2023 | SPDW | 14,917 | $507 | 12/31/2023 | Fairhaven Wealth Management LLC | 14,869 | $506 | 12/31/2023 | SPDW | 14,869 | $506 | 12/31/2023 | Flynn Zito Capital Management LLC | 14,878 | $506 | 12/31/2023 | SPDW | 14,878 | $506 | 12/31/2023 | Howard Capital Management Group LLC | 13,938 | $500 | 03/31/2024 | SPDW | 13,938 | $500 | 03/31/2024 | Harbor Investment Advisory LLC | 13,919 | $499 | 03/31/2024 | SPDW | 13,919 | $499 | 03/31/2024 | Squarepoint Ops LLC | 14,449 | $491 | 12/31/2023 | SPDW | 14,449 | $491 | 12/31/2023 | Lantz Financial LLC | 13,666 | $490 | 03/31/2024 | SPDW | 13,666 | $490 | 03/31/2024 | IVC Wealth Advisors LLC | 14,336 | $488 | 12/31/2023 | SPDW | 14,336 | $488 | 12/31/2023 | Fisher Asset Management LLC | 14,327 | $487 | 12/31/2023 | SPDW | 14,327 | $487 | 12/31/2023 | RF&L Wealth Management LLC | 14,292 | $486 | 12/31/2023 | SPDW | 14,292 | $486 | 12/31/2023 | Yoder Wealth Management Inc. | 14,300 | $486 | 12/31/2023 | SPDW | 14,300 | $486 | 12/31/2023 | Cedar Point Capital Partners LLC | 14,087 | $479 | 12/31/2023 | SPDW | 14,087 | $479 | 12/31/2023 | Sowell Financial Services LLC | 13,806 | $470 | 12/31/2023 | SPDW | 13,806 | $470 | 12/31/2023 | Anchor Investment Management LLC | 13,667 | $465 | 12/31/2023 | SPDW | 13,667 | $465 | 12/31/2023 | Main Street Financial Solutions LLC | 13,684 | $465 | 12/31/2023 | SPDW | 13,684 | $465 | 12/31/2023 | Laidlaw Wealth Management LLC | 13,672 | $465 | 12/31/2023 | SPDW | 13,672 | $465 | 12/31/2023 | Regal Investment Advisors LLC | 13,608 | $463 | 12/31/2023 | SPDW | 13,608 | $463 | 12/31/2023 | Foundations Investment Advisors LLC | 13,608 | $463 | 12/31/2023 | SPDW | 13,608 | $463 | 12/31/2023 | Cullen Frost Bankers Inc. | 13,581 | $462 | 12/31/2023 | SPDW | 13,581 | $462 | 12/31/2023 | Kingfisher Capital LLC | 13,458 | $458 | 12/31/2023 | SPDW | 13,458 | $458 | 12/31/2023 | Canvas Wealth Advisors LLC | 13,392 | $453 | 12/31/2023 | SPDW | 13,392 | $453 | 12/31/2023 | Shepherd Financial Partners LLC | 12,998 | $442 | 12/31/2023 | SPDW | 12,998 | $442 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 12,965 | $441 | 12/31/2023 | SPDW | 12,965 | $441 | 12/31/2023 | Highland Capital Management LLC | 12,950 | $440 | 12/31/2023 | SPDW | 12,950 | $440 | 12/31/2023 | Pinnacle Family Advisors LLC | 12,629 | $430 | 12/31/2023 | SPDW | 12,629 | $430 | 12/31/2023 | Spectrum Planning & Advisory Services Inc. | 12,637 | $430 | 12/31/2023 | SPDW | 12,637 | $430 | 12/31/2023 | MB Generational Wealth LLC | 12,592 | $428 | 12/31/2023 | SPDW | 12,592 | $428 | 12/31/2023 | Money Concepts Capital Corp | 12,511 | $425 | 12/31/2023 | SPDW | 12,511 | $425 | 12/31/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 12,508 | $425 | 12/31/2023 | SPDW | 12,508 | $425 | 12/31/2023 | Bill Few Associates Inc. | 11,812 | $423 | 03/31/2024 | SPDW | 11,812 | $423 | 03/31/2024 | Southland Equity Partners LLC | 11,801 | $423 | 03/31/2024 | SPDW | 11,801 | $423 | 03/31/2024 | Cardiff Park Advisors LLC | 12,397 | $422 | 12/31/2023 | SPDW | 12,397 | $422 | 12/31/2023 | Warren Street Wealth Advisors LLC | 12,119 | $412 | 12/31/2023 | SPDW | 12,119 | $412 | 12/31/2023 | Conservest Capital Advisors Inc. | 12,122 | $412 | 12/31/2023 | SPDW | 12,122 | $412 | 12/31/2023 | Investments & Financial Planning LLC | 12,092 | $411 | 12/31/2023 | SPDW | 12,092 | $411 | 12/31/2023 | Financial Advisory Partners LLC | 11,374 | $408 | 03/31/2024 | SPDW | 11,374 | $408 | 03/31/2024 | Moisand Fitzgerald Tamayo LLC | 11,331 | $406 | 03/31/2024 | SPDW | 11,331 | $406 | 03/31/2024 | Glassman Wealth Services | 11,629 | $396 | 12/31/2023 | SPDW | 11,629 | $396 | 12/31/2023 | Peirce Capital Management LLC | 10,963 | $393 | 03/31/2024 | SPDW | 10,963 | $393 | 03/31/2024 | PFG Advisors | 11,163 | $380 | 12/31/2023 | SPDW | 11,163 | $380 | 12/31/2023 | Fernwood Investment Management LLC | 11,116 | $378 | 12/31/2023 | SPDW | 11,116 | $378 | 12/31/2023 | Benedetti & Gucer Inc. | 11,035 | $375 | 12/31/2023 | SPDW | 11,035 | $375 | 12/31/2023 | Smith Moore & CO. | 10,953 | $373 | 12/31/2023 | SPDW | 10,953 | $373 | 12/31/2023 | OLD Second National Bank of Aurora | 10,915 | $371 | 12/31/2023 | SPDW | 10,915 | $371 | 12/31/2023 | SlateStone Wealth LLC | 10,882 | $370 | 12/31/2023 | SPDW | 10,882 | $370 | 12/31/2023 | Northwest Capital Management Inc | 10,260 | $368 | 03/31/2024 | SPDW | 10,260 | $368 | 03/31/2024 | Sigma Planning Corp | 10,812 | $368 | 12/31/2023 | SPDW | 10,812 | $368 | 12/31/2023 | Visionary Wealth Advisors | 10,728 | $365 | 12/31/2023 | SPDW | 10,728 | $365 | 12/31/2023 | Vantage Investment Partners LLC | 10,703 | $364 | 12/31/2023 | SPDW | 10,703 | $364 | 12/31/2023 | Beaumont Financial Advisors LLC | 10,704 | $364 | 12/31/2023 | SPDW | 10,704 | $364 | 12/31/2023 | Absolute Capital Management LLC | 10,673 | $363 | 12/31/2023 | SPDW | 10,673 | $363 | 12/31/2023 | Pacifica Partners Inc. | 10,160 | $362 | 03/31/2024 | SPDW | 10,160 | $362 | 03/31/2024 | Castleview Partners LLC | 10,629 | $361 | 12/31/2023 | SPDW | 10,629 | $361 | 12/31/2023 | Retirement Investment Advisors Inc. | 10,611 | $361 | 12/31/2023 | SPDW | 10,611 | $361 | 12/31/2023 | Richardson Capital Management LLC | 10,006 | $359 | 03/31/2024 | SPDW | 10,006 | $359 | 03/31/2024 | SFG Wealth Management LLC. | 10,490 | $357 | 12/31/2023 | SPDW | 10,490 | $357 | 12/31/2023 | Leo Wealth LLC | 10,490 | $357 | 12/31/2023 | SPDW | 10,490 | $357 | 12/31/2023 | Stephens Inc. AR | 10,340 | $352 | 12/31/2023 | SPDW | 10,340 | $352 | 12/31/2023 | Burney Co. | 10,297 | $350 | 12/31/2023 | SPDW | 10,297 | $350 | 12/31/2023 | Alta Wealth Advisors LLC | 10,247 | $349 | 12/31/2023 | SPDW | 10,247 | $349 | 12/31/2023 | Pineridge Advisors LLC | 10,248 | $349 | 12/31/2023 | SPDW | 10,248 | $349 | 12/31/2023 | Pinnacle Financial Partners Inc. | 10,216 | $347 | 12/31/2023 | SPDW | 10,216 | $347 | 12/31/2023 | Nottingham Advisors Inc. | 10,019 | $341 | 12/31/2023 | SPDW | 10,019 | $341 | 12/31/2023 | Orleans Capital Management Corp LA | 9,875 | $336 | 12/31/2023 | SPDW | 9,875 | $336 | 12/31/2023 | Kestra Private Wealth Services LLC | 9,875 | $336 | 12/31/2023 | SPDW | 9,875 | $336 | 12/31/2023 | Retirement Planning Group | 9,313 | $334 | 03/31/2024 | SPDW | 9,313 | $334 | 03/31/2024 | Key Financial Inc | 9,790 | $333 | 12/31/2023 | SPDW | 9,790 | $333 | 12/31/2023 | Lincoln Capital Corp | 9,207 | $330 | 03/31/2024 | SPDW | 9,207 | $330 | 03/31/2024 | Financial Strategies Group Inc. | 9,082 | $324 | 03/31/2024 | SPDW | 9,082 | $324 | 03/31/2024 | American Trust | 9,516 | $324 | 12/31/2023 | SPDW | 9,516 | $324 | 12/31/2023 | Firethorn Wealth Partners LLC | 8,982 | $322 | 03/31/2024 | SPDW | 8,982 | $322 | 03/31/2024 | Acorn Wealth Advisors LLC | 9,448 | $321 | 12/31/2023 | SPDW | 9,448 | $321 | 12/31/2023 | Oarsman Capital Inc. | 9,360 | $318 | 12/31/2023 | SPDW | 9,360 | $318 | 12/31/2023 | WNY Asset Management LLC | 9,347 | $318 | 12/31/2023 | SPDW | 9,347 | $318 | 12/31/2023 | Naples Global Advisors LLC | 9,255 | $315 | 12/31/2023 | SPDW | 9,255 | $315 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 9,191 | $313 | 12/31/2023 | SPDW | 9,191 | $313 | 12/31/2023 | OMNI 360 Wealth Inc. | 9,159 | $311 | 12/31/2023 | SPDW | 9,159 | $311 | 12/31/2023 | Clarity Capital Advisors LLC | 8,596 | $308 | 03/31/2024 | SPDW | 8,596 | $308 | 03/31/2024 | Pensionmark Financial Group LLC | 9,012 | $306 | 12/31/2023 | SPDW | 9,012 | $306 | 12/31/2023 | Madden Advisory Services Inc. | 8,939 | $304 | 12/31/2023 | SPDW | 8,939 | $304 | 12/31/2023 | MBL Wealth LLC | 8,940 | $304 | 12/31/2023 | SPDW | 8,940 | $304 | 12/31/2023 | Tidemark LLC | 8,914 | $303 | 12/31/2023 | SPDW | 8,914 | $303 | 12/31/2023 | WealthPLAN Partners LLC | 8,881 | $302 | 12/31/2023 | SPDW | 8,881 | $302 | 12/31/2023 | Meritage Portfolio Management | 8,850 | $301 | 12/31/2023 | SPDW | 8,850 | $301 | 12/31/2023 | M3 Advisory Group LLC | 8,852 | $301 | 12/31/2023 | SPDW | 8,852 | $301 | 12/31/2023 | Lodestone Wealth Management LLC | 8,773 | $298 | 12/31/2023 | SPDW | 8,773 | $298 | 12/31/2023 | Jones Financial Companies Lllp | 8,722 | $297 | 12/31/2023 | SPDW | 8,722 | $297 | 12/31/2023 | Benjamin Edwards Inc. | 8,643 | $294 | 12/31/2023 | SPDW | 8,643 | $294 | 12/31/2023 | Bank of Hawaii | 8,592 | $292 | 12/31/2023 | SPDW | 8,592 | $292 | 12/31/2023 | Green Square Capital Advisors LLC | 8,500 | $289 | 12/31/2023 | SPDW | 8,500 | $289 | 12/31/2023 | Leverty Financial Group LLC | 8,500 | $289 | 12/31/2023 | SPDW | 8,500 | $289 | 12/31/2023 | Wambolt & Associates LLC | 8,457 | $288 | 12/31/2023 | SPDW | 8,457 | $288 | 12/31/2023 | Moneta Group Investment Advisors LLC | 8,434 | $287 | 12/31/2023 | SPDW | 8,434 | $287 | 12/31/2023 | Prosperity Financial Group Inc. | 8,452 | $287 | 12/31/2023 | SPDW | 8,452 | $287 | 12/31/2023 | Helen Stephens Group LLC | 7,979 | $286 | 03/31/2024 | SPDW | 7,979 | $286 | 03/31/2024 | REDW Wealth LLC | 8,315 | $283 | 12/31/2023 | SPDW | 8,315 | $283 | 12/31/2023 | Annex Advisory Services LLC | 7,849 | $281 | 03/31/2024 | SPDW | 7,849 | $281 | 03/31/2024 | Cassaday & Co Wealth Management LLC | 8,255 | $281 | 12/31/2023 | SPDW | 8,255 | $281 | 12/31/2023 | Ameritas Advisory Services LLC | 8,142 | $277 | 12/31/2023 | SPDW | 8,142 | $277 | 12/31/2023 | Luken Investment Analytics LLC | 8,121 | $276 | 12/31/2023 | SPDW | 8,121 | $276 | 12/31/2023 | Gerber Kawasaki Wealth & Investment Management | 8,090 | $275 | 12/31/2023 | SPDW | 8,090 | $275 | 12/31/2023 | Claro Advisors LLC | 7,522 | $270 | 03/31/2024 | SPDW | 7,522 | $270 | 03/31/2024 | TCG Advisory Services LLC | 7,925 | $270 | 12/31/2023 | SPDW | 7,925 | $270 | 12/31/2023 | Baker Avenue Asset Management LP | 7,899 | $269 | 12/31/2023 | SPDW | 7,899 | $269 | 12/31/2023 | Wealth Advisors of Tampa Bay LLC | 7,911 | $269 | 12/31/2023 | SPDW | 7,911 | $269 | 12/31/2023 | Spectrum Asset Management Inc. NB CA | 7,885 | $268 | 12/31/2023 | SPDW | 7,885 | $268 | 12/31/2023 | OLIO Financial Planning | 7,844 | $267 | 03/31/2024 | SPDW | 7,844 | $267 | 03/31/2024 | HM Payson & Co. | 7,764 | $264 | 12/31/2023 | SPDW | 7,764 | $264 | 12/31/2023 | Tranquility Partners LLC | 7,667 | $261 | 12/31/2023 | SPDW | 7,667 | $261 | 12/31/2023 | Avenue 1 Advisors LLC | 7,665 | $261 | 12/31/2023 | SPDW | 7,665 | $261 | 12/31/2023 | Hutchens & Kramer Investment Management Group LLC | 7,688 | $261 | 12/31/2023 | SPDW | 7,688 | $261 | 12/31/2023 | Prevail Innovative Wealth Advisors LLC | 7,664 | $261 | 12/31/2023 | SPDW | 7,664 | $261 | 12/31/2023 | Moneywise Inc. | 7,542 | $257 | 12/31/2023 | SPDW | 7,542 | $257 | 12/31/2023 | JGP Wealth Management LLC | 7,550 | $257 | 12/31/2023 | SPDW | 7,550 | $257 | 12/31/2023 | Forza Wealth Management LLC | 7,545 | $257 | 12/31/2023 | SPDW | 7,545 | $257 | 12/31/2023 | Cypress Financial Planning LLC | 7,116 | $255 | 03/31/2024 | SPDW | 7,116 | $255 | 03/31/2024 | Wetherby Asset Management Inc. | 7,500 | $255 | 12/31/2023 | SPDW | 7,500 | $255 | 12/31/2023 | U.S. Capital Wealth Advisors LLC | 7,470 | $254 | 12/31/2023 | SPDW | 7,470 | $254 | 12/31/2023 | Client 1ST Advisory Group LLC | 7,379 | $251 | 12/31/2023 | SPDW | 7,379 | $251 | 12/31/2023 | McAdam LLC | 7,222 | $246 | 12/31/2023 | SPDW | 7,222 | $246 | 12/31/2023 | MA Private Wealth | 7,240 | $246 | 12/31/2023 | SPDW | 7,240 | $246 | 12/31/2023 | Wealth Architects LLC | 7,188 | $244 | 12/31/2023 | SPDW | 7,188 | $244 | 12/31/2023 | Wealthsource Partners LLC | 7,123 | $242 | 12/31/2023 | SPDW | 7,123 | $242 | 12/31/2023 | Ellevest Inc. | 7,014 | $239 | 12/31/2023 | SPDW | 7,014 | $239 | 12/31/2023 | Onyx Bridge Wealth Group LLC | 6,930 | $236 | 12/31/2023 | SPDW | 6,930 | $236 | 12/31/2023 | Wealthfront Advisers LLC | 6,896 | $235 | 12/31/2023 | SPDW | 6,896 | $235 | 12/31/2023 | Smith Salley & Associates | 6,880 | $234 | 12/31/2023 | SPDW | 6,880 | $234 | 12/31/2023 | Checchi Capital Advisers LLC | 6,872 | $234 | 12/31/2023 | SPDW | 6,872 | $234 | 12/31/2023 | Kovitz Investment Group Partners LLC | 6,838 | $233 | 12/31/2023 | SPDW | 6,838 | $233 | 12/31/2023 | InterOcean Capital Group LLC | 6,843 | $233 | 12/31/2023 | SPDW | 6,843 | $233 | 12/31/2023 | Telos Capital Management Inc. | 6,828 | $232 | 12/31/2023 | SPDW | 6,828 | $232 | 12/31/2023 | CAPROCK Group Inc. | 6,730 | $229 | 12/31/2023 | SPDW | 6,730 | $229 | 12/31/2023 | Charles Schwab Investment Advisory Inc. | 6,710 | $228 | 12/31/2023 | SPDW | 6,710 | $228 | 12/31/2023 | Transcend Wealth Collective LLC | 6,676 | $227 | 12/31/2023 | SPDW | 6,676 | $227 | 12/31/2023 | Capital CS Group LLC | 6,315 | $226 | 03/31/2024 | SPDW | 6,315 | $226 | 03/31/2024 | Linscomb & Williams Inc. | 6,613 | $225 | 12/31/2023 | SPDW | 6,613 | $225 | 12/31/2023 | Crew Capital Management Ltd. | 6,621 | $225 | 12/31/2023 | SPDW | 6,621 | $225 | 12/31/2023 | Financial Futures Ltd Liability Co. | 6,629 | $225 | 12/31/2023 | SPDW | 6,629 | $225 | 12/31/2023 | Stonehearth Capital Management LLC | 6,198 | $222 | 03/31/2024 | SPDW | 6,198 | $222 | 03/31/2024 | Lincoln National Corp | 6,504 | $221 | 12/31/2023 | SPDW | 6,504 | $221 | 12/31/2023 | Resource Planning Group | 6,460 | $220 | 12/31/2023 | SPDW | 6,460 | $220 | 12/31/2023 | F M Investments LLC | 6,372 | $220 | 12/31/2023 | SPDW | 6,372 | $220 | 12/31/2023 | Independence Bank of Kentucky | 6,096 | $218 | 03/31/2024 | SPDW | 6,096 | $218 | 03/31/2024 | American Institute for Advanced Investment Management LLP | 6,415 | $218 | 12/31/2023 | SPDW | 6,415 | $218 | 12/31/2023 | Strategic Equity Management | 5,986 | $215 | 03/31/2024 | SPDW | 5,986 | $215 | 03/31/2024 | Spears Abacus Advisors LLC | 6,332 | $215 | 12/31/2023 | SPDW | 6,332 | $215 | 12/31/2023 | Rockwood Wealth Management LLC | 6,335 | $215 | 12/31/2023 | SPDW | 6,335 | $215 | 12/31/2023 | MAI Capital Management | 6,297 | $214 | 12/31/2023 | SPDW | 6,297 | $214 | 12/31/2023 | D.A. Davidson & CO. | 6,286 | $214 | 12/31/2023 | SPDW | 6,286 | $214 | 12/31/2023 | Mountain Capital Investment Advisors Inc | 5,954 | $213 | 03/31/2024 | SPDW | 5,954 | $213 | 03/31/2024 | Maripau Wealth Management LLC | 6,252 | $213 | 12/31/2023 | SPDW | 6,252 | $213 | 12/31/2023 | Ballast Inc. | 6,133 | $209 | 12/31/2023 | SPDW | 6,133 | $209 | 12/31/2023 | Cambridge Advisors Inc. | 5,747 | $206 | 03/31/2024 | SPDW | 5,747 | $206 | 03/31/2024 | Summit Investment Advisory Services LLC | 5,743 | $206 | 03/31/2024 | SPDW | 5,743 | $206 | 03/31/2024 | Signal Advisors Wealth LLC | 5,735 | $206 | 03/31/2024 | SPDW | 5,735 | $206 | 03/31/2024 | True Wealth Design LLC | 6,049 | $206 | 12/31/2023 | SPDW | 6,049 | $206 | 12/31/2023 | CIBC Private Wealth Group LLC | 6,027 | $205 | 12/31/2023 | SPDW | 6,027 | $205 | 12/31/2023 | VisionPoint Advisory Group LLC | 5,989 | $204 | 12/31/2023 | SPDW | 5,989 | $204 | 12/31/2023 | FSA Wealth Management LLC | 5,985 | $204 | 12/31/2023 | SPDW | 5,985 | $204 | 12/31/2023 | Verus Capital Partners LLC | 5,946 | $202 | 12/31/2023 | SPDW | 5,946 | $202 | 12/31/2023 | Tempus Wealth Planning LLC | 5,919 | $201 | 12/31/2023 | SPDW | 5,919 | $201 | 12/31/2023 | Penobscot Wealth Management | 5,875 | $200 | 12/31/2023 | SPDW | 5,875 | $200 | 12/31/2023 | O Shaughnessy Asset Management LLC | 5,703 | $194 | 12/31/2023 | SPDW | 5,703 | $194 | 12/31/2023 | Nordwand Advisors LLC | 5,571 | $189 | 12/31/2023 | SPDW | 5,571 | $189 | 12/31/2023 | Capital Investment Advisory Services LLC | 5,525 | $188 | 12/31/2023 | SPDW | 5,525 | $188 | 12/31/2023 | Signaturefd LLC | 5,362 | $182 | 12/31/2023 | SPDW | 5,362 | $182 | 12/31/2023 | Quadrant Capital Group LLC | 5,279 | $180 | 12/31/2023 | SPDW | 5,279 | $180 | 12/31/2023 | Fairman Group LLC | 5,296 | $180 | 12/31/2023 | SPDW | 5,296 | $180 | 12/31/2023 | Cape Investment Advisory Inc. | 5,255 | $179 | 12/31/2023 | SPDW | 5,255 | $179 | 12/31/2023 | Hallmark Capital Management Inc. | 4,801 | $163 | 12/31/2023 | SPDW | 4,801 | $163 | 12/31/2023 | Caitlin John LLC | 4,762 | $162 | 12/31/2023 | SPDW | 4,762 | $162 | 12/31/2023 | Mather Group LLC. | 4,564 | $155 | 03/31/2024 | SPDW | 4,564 | $155 | 03/31/2024 | Steward Partners Investment Advisory LLC | 4,179 | $142 | 12/31/2023 | SPDW | 4,179 | $142 | 12/31/2023 | Deutsche Bank AG | 4,047 | $138 | 12/31/2023 | SPDW | 4,047 | $138 | 12/31/2023 | Sanctuary Wealth Management L.L.C. | 4,044 | $138 | 12/31/2023 | SPDW | 4,044 | $138 | 12/31/2023 | Orion Capital Management LLC | 3,847 | $131 | 12/31/2023 | SPDW | 3,847 | $131 | 12/31/2023 | Qube Research & Technologies Ltd | 3,710 | $126 | 12/31/2023 | SPDW | 3,710 | $126 | 12/31/2023 | Clear Investment Research LLC | 3,532 | $120 | 12/31/2023 | SPDW | 3,532 | $120 | 12/31/2023 | Coston McIsaac & Partners | 2,813 | $100 | 03/31/2024 | SPDW | 2,813 | $100 | 03/31/2024 | Citigroup Inc. | 2,924 | $99 | 12/31/2023 | SPDW | 2,924 | $99 | 12/31/2023 | Tradition Wealth Management LLC | 2,883 | $98 | 12/31/2023 | SPDW | 2,883 | $98 | 12/31/2023 | Westside Investment Management Inc. | 2,793 | $95 | 12/31/2023 | SPDW | 2,793 | $95 | 12/31/2023 | Evermay Wealth Management LLC | 2,663 | $91 | 12/31/2023 | SPDW | 2,663 | $91 | 12/31/2023 | Creative Financial Designs Inc. ADV | 2,551 | $87 | 12/31/2023 | SPDW | 2,551 | $87 | 12/31/2023 | Founders Financial Alliance LLC | 2,560 | $87 | 12/31/2023 | SPDW | 2,560 | $87 | 12/31/2023 | Carmichael Hill & Associates Inc. | 2,440 | $83 | 12/31/2023 | SPDW | 2,440 | $83 | 12/31/2023 | Bourgeon Capital Management LLC | 2,407 | $82 | 12/31/2023 | SPDW | 2,407 | $82 | 12/31/2023 | Grove Bank & Trust | 2,385 | $81 | 12/31/2023 | SPDW | 2,385 | $81 | 12/31/2023 | Bartlett & Co. LLC | 2,351 | $80 | 12/31/2023 | SPDW | 2,351 | $80 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 2,351 | $80 | 12/31/2023 | SPDW | 2,351 | $80 | 12/31/2023 | Principal Securities Inc. | 2,175 | $74 | 12/31/2023 | SPDW | 2,175 | $74 | 12/31/2023 | WealthCollab LLC | 2,051 | $70 | 12/31/2023 | SPDW | 2,051 | $70 | 12/31/2023 | Frazier Financial Advisors LLC | 1,958 | $67 | 12/31/2023 | SPDW | 1,958 | $67 | 12/31/2023 | PrairieView Partners LLC | 1,838 | $63 | 12/31/2023 | SPDW | 1,838 | $63 | 12/31/2023 | Cutler Group LP | | $53 | 12/31/2023 | SPDW | 1,500 | $51 | 12/31/2023 | Call | 1,700 | $2 | 12/31/2023 | Headlands Technologies LLC | 1,557 | $53 | 12/31/2023 | SPDW | 1,557 | $53 | 12/31/2023 | FinTrust Capital Advisors LLC | 1,517 | $52 | 12/31/2023 | SPDW | 1,517 | $52 | 12/31/2023 | PFG Private Wealth Management LLC | 1,173 | $40 | 12/31/2023 | SPDW | 1,173 | $40 | 12/31/2023 | Cherry Tree Wealth Management LLC | 1,118 | $38 | 12/31/2023 | SPDW | 1,118 | $38 | 12/31/2023 | Financial Advisory Service Inc. | 1,087 | $37 | 12/31/2023 | SPDW | 1,087 | $37 | 12/31/2023 | Riggs Asset Managment Co. Inc. | 1,045 | $36 | 12/31/2023 | SPDW | 1,045 | $36 | 12/31/2023 | Strengthening Families & Communities LLC | 1,052 | $36 | 12/31/2023 | SPDW | 1,052 | $36 | 12/31/2023 | First PREMIER Bank | 909 | $33 | 03/31/2024 | SPDW | 909 | $33 | 03/31/2024 | BOK Financial Private Wealth Inc. | 962 | $33 | 12/31/2023 | SPDW | 962 | $33 | 12/31/2023 | McCarthy Grittinger Financial Group LLC | 851 | $29 | 12/31/2023 | SPDW | 851 | $29 | 12/31/2023 | Future Financial Wealth Managment LLC | 745 | $27 | 03/31/2024 | SPDW | 745 | $27 | 03/31/2024 | Bessemer Group Inc. | 780 | $27 | 12/31/2023 | SPDW | 780 | $27 | 12/31/2023 | PSI Advisors LLC | 793 | $27 | 12/31/2023 | SPDW | 793 | $27 | 12/31/2023 | Fortis Group Advisors LLC | 754 | $26 | 12/31/2023 | SPDW | 754 | $26 | 12/31/2023 | Impact Partnership Wealth LLC | 695 | $24 | 12/31/2023 | SPDW | 695 | $24 | 12/31/2023 | SRS Capital Advisors Inc. | 653 | $22 | 12/31/2023 | SPDW | 653 | $22 | 12/31/2023 | Fairfield Bush & CO. | 616 | $21 | 12/31/2023 | SPDW | 616 | $21 | 12/31/2023 | Caldwell Sutter Capital Inc. | 588 | $20 | 12/31/2023 | SPDW | 588 | $20 | 12/31/2023 | Main Street Group LTD | 600 | $20 | 12/31/2023 | SPDW | 600 | $20 | 12/31/2023 | Sunbelt Securities Inc. | 540 | $19 | 03/31/2024 | SPDW | 540 | $19 | 03/31/2024 | Bogart Wealth LLC | 569 | $19 | 12/31/2023 | SPDW | 569 | $19 | 12/31/2023 | Tyler Stone Wealth Management | 555 | $19 | 12/31/2023 | SPDW | 555 | $19 | 12/31/2023 | Sound Income Strategies LLC | 498 | $18 | 03/31/2024 | SPDW | 498 | $18 | 03/31/2024 | GW&K Investment Management LLC | 533 | $18 | 12/31/2023 | SPDW | 533 | $18 | 12/31/2023 | Oakworth Capital Inc. | 525 | $18 | 12/31/2023 | SPDW | 525 | $18 | 12/31/2023 | Abich Financial Wealth Management LLC | 535 | $18 | 12/31/2023 | SPDW | 535 | $18 | 12/31/2023 | Tsfg LLC | 470 | $17 | 03/31/2024 | SPDW | 470 | $17 | 03/31/2024 | Horizons Wealth Management | 498 | $17 | 03/31/2024 | SPDW | 498 | $17 | 03/31/2024 | Global Wealth Strategies & Associates | 442 | $16 | 03/31/2024 | SPDW | 442 | $16 | 03/31/2024 | Valley National Advisers Inc. | 486 | $16 | 12/31/2023 | SPDW | 486 | $16 | 12/31/2023 | Transcendent Capital Group LLC | 483 | $16 | 12/31/2023 | SPDW | 483 | $16 | 12/31/2023 | M&R Capital Management Inc. | 405 | $15 | 03/31/2024 | SPDW | 405 | $15 | 03/31/2024 | Davis Capital Management | 404 | $14 | 03/31/2024 | SPDW | 404 | $14 | 03/31/2024 | Ancora Advisors LLC | 398 | $14 | 12/31/2023 | SPDW | 398 | $14 | 12/31/2023 | AllSquare Wealth Management LLC | 410 | $14 | 12/31/2023 | SPDW | 410 | $14 | 12/31/2023 | Front Row Advisors LLC | 402 | $14 | 12/31/2023 | SPDW | 402 | $14 | 12/31/2023 | CarsonAllaria Wealth Management Ltd. | 407 | $14 | 12/31/2023 | SPDW | 407 | $14 | 12/31/2023 | Covestor Ltd | 409 | $14 | 12/31/2023 | SPDW | 409 | $14 | 12/31/2023 | Beacon Capital Management LLC | 423 | $13 | 12/31/2023 | SPDW | 423 | $13 | 12/31/2023 | Investment Research & Advisory Group Inc. | 330 | $12 | 03/31/2024 | SPDW | 330 | $12 | 03/31/2024 | Voisard Asset Management Group Inc. | 339 | $12 | 03/31/2024 | SPDW | 339 | $12 | 03/31/2024 | Huntington National Bank | 340 | $12 | 12/31/2023 | SPDW | 340 | $12 | 12/31/2023 | Cambridge Trust Co. | 362 | $12 | 12/31/2023 | SPDW | 362 | $12 | 12/31/2023 | Lindbrook Capital LLC | 343 | $12 | 12/31/2023 | SPDW | 343 | $12 | 12/31/2023 | UMB Bank N A MO | 297 | $10 | 12/31/2023 | SPDW | 297 | $10 | 12/31/2023 | Retirement Group LLC | 300 | $10 | 12/31/2023 | SPDW | 300 | $10 | 12/31/2023 | Private Ocean LLC | 252 | $9 | 03/31/2024 | SPDW | 252 | $9 | 03/31/2024 | Element Wealth LLC | 260 | $9 | 12/31/2023 | SPDW | 260 | $9 | 12/31/2023 | Evensky & Katz LLC | 190 | $7 | 03/31/2024 | SPDW | 190 | $7 | 03/31/2024 | Prestige Wealth Management Group LLC | 192 | $7 | 12/31/2023 | SPDW | 192 | $7 | 12/31/2023 | Hexagon Capital Partners LLC | 166 | $6 | 03/31/2024 | SPDW | 166 | $6 | 03/31/2024 | Dividend Assets Capital LLC | 153 | $5 | 12/31/2023 | SPDW | 153 | $5 | 12/31/2023 | Ronald Blue Trust Inc. | 146 | $5 | 12/31/2023 | SPDW | 146 | $5 | 12/31/2023 | Northwest Financial Advisors | 155 | $5 | 12/31/2023 | SPDW | 155 | $5 | 12/31/2023 | Maryland Capital Advisors Inc. | 117 | $4 | 03/31/2024 | SPDW | 117 | $4 | 03/31/2024 | Wetzel Investment Advisors Inc. | 117 | $4 | 12/31/2023 | SPDW | 117 | $4 | 12/31/2023 | Creekmur Asset Management LLC | 131 | $4 | 12/31/2023 | SPDW | 131 | $4 | 12/31/2023 | DHJJ Financial Advisors Ltd. | 89 | $3 | 03/31/2024 | SPDW | 89 | $3 | 03/31/2024 | FSC Wealth Advisors LLC | 82 | $3 | 03/31/2024 | SPDW | 82 | $3 | 03/31/2024 | Farmers & Merchants Investments Inc. | 74 | $3 | 12/31/2023 | SPDW | 74 | $3 | 12/31/2023 | Winch Advisory Services LLC | 59 | $2 | 12/31/2023 | SPDW | 59 | $2 | 12/31/2023 | EverSource Wealth Advisors LLC | 55 | $2 | 12/31/2023 | SPDW | 55 | $2 | 12/31/2023 | Clearstead Advisors LLC | 15 | $1 | 12/31/2023 | SPDW | 15 | $1 | 12/31/2023 | NewSquare Capital LLC | 33 | $1 | 12/31/2023 | SPDW | 33 | $1 | 12/31/2023 | Hoey Investments Inc. | 21 | $1 | 12/31/2023 | SPDW | 21 | $1 | 12/31/2023 | First Pacific Financial | 40 | $1 | 12/31/2023 | SPDW | 40 | $1 | 12/31/2023 | Able Wealth Management LLC | 34 | $1 | 12/31/2023 | SPDW | 34 | $1 | 12/31/2023 | Crewe Advisors LLC | 3 | $0 | 12/31/2023 | SPDW | 3 | $0 | 12/31/2023 | Your Advocates Ltd. LLP | 1 | $0 | 12/31/2023 | SPDW | 1 | $0 | 12/31/2023 | Tucker Asset Management LLC | 9 | $0 | 12/31/2023 | SPDW | 9 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SPDW
See Details: Top 10 Hedge Funds Holding SPDW
Also See: SPDW Holdings Changes
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