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On this page, we present all of the funds holding SPYV from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SPYV, with a link to that fund's top holdings. The next columns
indicate the amount of SPYV stock held by each of the funds holding SPYV, followed by the SPYV position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 828 funds holding SPYV 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 SPYV), click the fund name in the "Holder" column of the funds-holding-SPYV table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Financial Engines Advisors L.L.C. | 74,423,549 | $3,470,370 | 12/31/2023 | SPYV | 74,423,549 | $3,470,370 | 12/31/2023 | LPL Financial LLC | 31,296,439 | $1,459,353 | 12/31/2023 | SPYV | 31,296,439 | $1,459,353 | 12/31/2023 | Allworth Financial LP | 18,556,755 | $865,301 | 12/31/2023 | SPYV | 18,556,755 | $865,301 | 12/31/2023 | Envestnet Asset Management Inc. | 13,117,502 | $611,669 | 12/31/2023 | SPYV | 13,117,502 | $611,669 | 12/31/2023 | Morgan Stanley | 8,725,424 | $406,867 | 12/31/2023 | SPYV | 8,725,424 | $406,867 | 12/31/2023 | Horizon Investments LLC | 8,391,408 | $391,291 | 12/31/2023 | SPYV | 8,391,408 | $391,291 | 12/31/2023 | Valmark Advisers Inc. | 7,355,060 | $342,966 | 12/31/2023 | SPYV | 7,355,060 | $342,966 | 12/31/2023 | Advisor Group Holdings Inc. | 7,276,451 | $339,351 | 12/31/2023 | SPYV | 7,276,451 | $339,351 | 12/31/2023 | UBS Group AG | 6,520,757 | $304,063 | 12/31/2023 | SPYV | 6,520,757 | $304,063 | 12/31/2023 | Bank of America Corp DE | 5,459,366 | $254,570 | 12/31/2023 | SPYV | 5,459,366 | $254,570 | 12/31/2023 | Ameriprise Financial Inc. | 5,353,394 | $249,658 | 12/31/2023 | SPYV | 5,353,394 | $249,658 | 12/31/2023 | CWM LLC | 4,920,831 | $246,534 | 03/31/2024 | SPYV | 4,920,831 | $246,534 | 03/31/2024 | Royal Bank of Canada | 4,498,686 | $209,775 | 12/31/2023 | SPYV | 4,498,686 | $209,775 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 4,175,982 | $209,217 | 03/31/2024 | SPYV | 4,175,982 | $209,217 | 03/31/2024 | Clark Capital Management Group Inc. | 4,409,173 | $205,600 | 12/31/2023 | SPYV | 4,409,173 | $205,600 | 12/31/2023 | Willis Johnson & Associates Inc. | 3,722,350 | $186,490 | 03/31/2024 | SPYV | 3,722,350 | $186,490 | 03/31/2024 | Bank of New York Mellon Corp | 3,983,208 | $185,737 | 12/31/2023 | SPYV | 3,983,208 | $185,737 | 12/31/2023 | JPMorgan Chase & Co. | 3,745,449 | $174,650 | 12/31/2023 | SPYV | 3,745,449 | $174,650 | 12/31/2023 | Franklin Resources Inc. | 3,676,239 | $171,423 | 12/31/2023 | SPYV | 3,676,239 | $171,423 | 12/31/2023 | Betterment LLC | 3,364,361 | $156,880 | 12/31/2023 | SPYV | 3,364,361 | $156,880 | 12/31/2023 | Advisory Alpha LLC | 3,346,409 | $156,047 | 12/31/2023 | SPYV | 3,346,409 | $156,047 | 12/31/2023 | TIAA Trust National Association | 3,210,129 | $149,688 | 12/31/2023 | SPYV | 3,210,129 | $149,688 | 12/31/2023 | David Loasby | 3,098,780 | $144,527 | 12/31/2023 | SPYV | 3,098,780 | $144,527 | 12/31/2023 | Cerity Partners LLC | 3,087,568 | $143,973 | 12/31/2023 | SPYV | 3,087,568 | $143,973 | 12/31/2023 | Equitable Holdings Inc. | 2,998,780 | $139,833 | 12/31/2023 | SPYV | 2,998,780 | $139,833 | 12/31/2023 | Townsquare Capital LLC | 2,386,077 | $111,263 | 12/31/2023 | SPYV | 2,386,077 | $111,263 | 12/31/2023 | Quotient Wealth Partners LLC | 2,358,774 | $109,990 | 12/31/2023 | SPYV | 2,358,774 | $109,990 | 12/31/2023 | Mariner LLC | 2,325,050 | $108,417 | 12/31/2023 | SPYV | 2,325,050 | $108,417 | 12/31/2023 | Connecticut Wealth Management LLC | 2,322,228 | $108,285 | 12/31/2023 | SPYV | 2,322,228 | $108,285 | 12/31/2023 | First National Trust Co | 2,299,997 | $107,249 | 12/31/2023 | SPYV | 2,299,997 | $107,249 | 12/31/2023 | Private Advisor Group LLC | 2,220,660 | $103,549 | 12/31/2023 | SPYV | 2,220,660 | $103,549 | 12/31/2023 | Lutz Financial Services LLC | 2,207,137 | $102,919 | 12/31/2023 | SPYV | 2,207,137 | $102,919 | 12/31/2023 | Simon Quick Advisors LLC | 1,940,553 | $97,222 | 03/31/2024 | SPYV | 1,940,553 | $97,222 | 03/31/2024 | AE Wealth Management LLC | 2,021,616 | $94,692 | 12/31/2023 | SPYV | 2,021,616 | $94,692 | 12/31/2023 | NorthRock Partners LLC | 1,970,786 | $91,898 | 12/31/2023 | SPYV | 1,970,786 | $91,898 | 12/31/2023 | Financial Gravity Asset Management Inc. | 1,877,647 | $91,417 | 12/31/2023 | SPYV | 1,877,647 | $91,417 | 12/31/2023 | KWB Wealth | 1,635,323 | $81,930 | 03/31/2024 | SPYV | 1,635,323 | $81,930 | 03/31/2024 | Cetera Advisor Networks LLC | 1,750,704 | $81,635 | 12/31/2023 | SPYV | 1,750,704 | $81,635 | 12/31/2023 | HighTower Advisors LLC | 1,749,446 | $81,592 | 12/31/2023 | SPYV | 1,749,446 | $81,592 | 12/31/2023 | OLD National Bancorp IN | 1,624,641 | $81,395 | 03/31/2024 | SPYV | 1,624,641 | $81,395 | 03/31/2024 | ERTS Wealth Advisors LLC | 1,542,886 | $77,299 | 03/31/2024 | SPYV | 1,542,886 | $77,299 | 03/31/2024 | Putnam FL Investment Management Co. | 1,651,630 | $77,015 | 12/31/2023 | SPYV | 1,651,630 | $77,015 | 12/31/2023 | Goldman Sachs Group Inc. | 1,638,572 | $76,407 | 12/31/2023 | SPYV | 1,638,572 | $76,407 | 12/31/2023 | N.E.W. Advisory Services LLC | 1,550,726 | $72,310 | 12/31/2023 | SPYV | 1,550,726 | $72,310 | 12/31/2023 | Gerber Kawasaki Wealth & Investment Management | 1,498,847 | $69,891 | 12/31/2023 | SPYV | 1,498,847 | $69,891 | 12/31/2023 | Magnus Financial Group LLC | 1,482,883 | $69,147 | 12/31/2023 | SPYV | 1,482,883 | $69,147 | 12/31/2023 | Octavia Wealth Advisors LLC | 1,359,038 | $68,088 | 03/31/2024 | SPYV | 1,359,038 | $68,088 | 03/31/2024 | Orion Portfolio Solutions LLC | 1,345,651 | $63,165 | 12/31/2023 | SPYV | 1,345,651 | $63,165 | 12/31/2023 | Angeles Wealth Management LLC | 1,337,856 | $62,384 | 12/31/2023 | SPYV | 1,337,856 | $62,384 | 12/31/2023 | Janney Montgomery Scott LLC | 1,275,414 | $59,472 | 12/31/2023 | SPYV | 1,275,414 | $59,472 | 12/31/2023 | Wells Fargo & Company MN | 1,229,380 | $57,326 | 12/31/2023 | SPYV | 1,229,380 | $57,326 | 12/31/2023 | Nottingham Advisors Inc. | 1,200,489 | $55,979 | 12/31/2023 | SPYV | 1,200,489 | $55,979 | 12/31/2023 | CoreCap Advisors LLC | 1,173,660 | $54,728 | 12/31/2023 | SPYV | 1,173,660 | $54,728 | 12/31/2023 | Klingman & Associates LLC | 1,157,172 | $53,959 | 12/31/2023 | SPYV | 1,157,172 | $53,959 | 12/31/2023 | AlphaStar Capital Management LLC | 1,154,346 | $53,827 | 12/31/2023 | SPYV | 1,154,346 | $53,827 | 12/31/2023 | Arrow Financial Corp | 1,141,918 | $53,248 | 12/31/2023 | SPYV | 1,141,918 | $53,248 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 1,129,777 | $52,681 | 12/31/2023 | SPYV | 1,129,777 | $52,681 | 12/31/2023 | FMR LLC | 1,111,093 | $51,810 | 12/31/2023 | SPYV | 1,111,093 | $51,810 | 12/31/2023 | Nicolet Bankshares Inc. | 1,108,908 | $51,708 | 12/31/2023 | SPYV | 1,108,908 | $51,708 | 12/31/2023 | Commonwealth Equity Services LLC | 1,072,788 | $50,024 | 12/31/2023 | SPYV | 1,072,788 | $50,024 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 1,069,633 | $49,877 | 12/31/2023 | SPYV | 1,069,633 | $49,877 | 12/31/2023 | Flagship Harbor Advisors LLC | 944,420 | $47,316 | 03/31/2024 | SPYV | 944,420 | $47,316 | 03/31/2024 | Alera Investment Advisors LLC | 1,012,525 | $47,214 | 12/31/2023 | SPYV | 1,012,525 | $47,214 | 12/31/2023 | Stifel Financial Corp | 979,507 | $45,674 | 12/31/2023 | SPYV | 979,507 | $45,674 | 12/31/2023 | Accredited Investors Inc. | 958,876 | $44,712 | 12/31/2023 | SPYV | 958,876 | $44,712 | 12/31/2023 | Good Life Advisors LLC | 951,184 | $44,354 | 12/31/2023 | SPYV | 951,184 | $44,354 | 12/31/2023 | Compton Financial Group LLC | 874,700 | $43,822 | 03/31/2024 | SPYV | 874,700 | $43,822 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 929,238 | $43,330 | 12/31/2023 | SPYV | 929,238 | $43,330 | 12/31/2023 | Whitcomb & Hess Inc. | 862,336 | $43,203 | 03/31/2024 | SPYV | 862,336 | $43,203 | 03/31/2024 | Alesco Advisors LLC | 903,292 | $42,120 | 12/31/2023 | SPYV | 903,292 | $42,120 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 810,941 | $40,628 | 03/31/2024 | SPYV | 810,941 | $40,628 | 03/31/2024 | Perennial Investment Advisors LLC | 868,012 | $40,475 | 12/31/2023 | SPYV | 868,012 | $40,475 | 12/31/2023 | Facet Wealth Inc. | 833,900 | $39,193 | 12/31/2023 | SPYV | 833,900 | $39,193 | 12/31/2023 | Cetera Investment Advisers | 819,037 | $38,192 | 12/31/2023 | SPYV | 819,037 | $38,192 | 12/31/2023 | Brookstone Capital Management | 761,015 | $38,127 | 03/31/2024 | SPYV | 761,015 | $38,127 | 03/31/2024 | Prudential Financial Inc. | 750,133 | $34,979 | 12/31/2023 | SPYV | 750,133 | $34,979 | 12/31/2023 | Founders Financial Securities LLC | 698,083 | $34,974 | 03/31/2024 | SPYV | 698,083 | $34,974 | 03/31/2024 | BIP Wealth LLC | 742,839 | $34,639 | 12/31/2023 | SPYV | 742,839 | $34,639 | 12/31/2023 | Measured Wealth Private Client Group LLC | 687,020 | $34,420 | 03/31/2024 | SPYV | 687,020 | $34,420 | 03/31/2024 | Williams Financial LLC | 686,030 | $34,370 | 03/31/2024 | SPYV | 686,030 | $34,370 | 03/31/2024 | Raymond James & Associates | 667,560 | $33,445 | 03/31/2024 | SPYV | 667,560 | $33,445 | 03/31/2024 | Creative Financial Designs Inc. ADV | 694,121 | $32,367 | 12/31/2023 | SPYV | 694,121 | $32,367 | 12/31/2023 | Honkamp Krueger Financial Services Inc. | 689,818 | $32,166 | 12/31/2023 | SPYV | 689,818 | $32,166 | 12/31/2023 | CI Private Wealth LLC | 686,127 | $31,994 | 12/31/2023 | SPYV | 686,127 | $31,994 | 12/31/2023 | Signet Financial Management LLC | 617,450 | $30,934 | 03/31/2024 | SPYV | 617,450 | $30,934 | 03/31/2024 | Balanced Wealth Group LLC | 642,534 | $29,961 | 12/31/2023 | SPYV | 642,534 | $29,961 | 12/31/2023 | Edmonds Duncan Registered Investment Advisors LLC | 590,520 | $29,585 | 03/31/2024 | SPYV | 590,520 | $29,585 | 03/31/2024 | IHT Wealth Management LLC | 631,592 | $29,451 | 12/31/2023 | SPYV | 631,592 | $29,451 | 12/31/2023 | Inspirion Wealth Advisors LLC | 585,273 | $29,322 | 03/31/2024 | SPYV | 585,273 | $29,322 | 03/31/2024 | MML Investors Services LLC | 609,868 | $28,438 | 12/31/2023 | SPYV | 609,868 | $28,438 | 12/31/2023 | Vicus Capital | 555,330 | $27,822 | 03/31/2024 | SPYV | 555,330 | $27,822 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 588,764 | $27,454 | 12/31/2023 | SPYV | 588,764 | $27,454 | 12/31/2023 | Woodard & Co. Asset Management Group Inc. ADV | 577,739 | $26,940 | 12/31/2023 | SPYV | 577,739 | $26,940 | 12/31/2023 | Tennessee Valley Asset Management Partners | 536,442 | $26,876 | 03/31/2024 | SPYV | 536,442 | $26,876 | 03/31/2024 | Choice Wealth Advisors LLC | 528,449 | $26,475 | 03/31/2024 | SPYV | 528,449 | $26,475 | 03/31/2024 | ERn Financial LLC | 517,687 | $25,936 | 03/31/2024 | SPYV | 517,687 | $25,936 | 03/31/2024 | Northern Trust Corp | 556,033 | $25,928 | 12/31/2023 | SPYV | 556,033 | $25,928 | 12/31/2023 | Meritage Portfolio Management | 539,194 | $25,143 | 12/31/2023 | SPYV | 539,194 | $25,143 | 12/31/2023 | Riversedge Advisors LLC | 536,637 | $25,023 | 12/31/2023 | SPYV | 536,637 | $25,023 | 12/31/2023 | First Command Advisory Services Inc. | 517,604 | $24,168 | 12/31/2023 | SPYV | 517,604 | $24,168 | 12/31/2023 | Sanchez Wealth Management Group | 499,249 | $23,280 | 12/31/2023 | SPYV | 499,249 | $23,280 | 12/31/2023 | Rodgers & Associates LTD | 499,092 | $23,273 | 12/31/2023 | SPYV | 499,092 | $23,273 | 12/31/2023 | Western Wealth Management LLC | 485,236 | $22,627 | 12/31/2023 | SPYV | 485,236 | $22,627 | 12/31/2023 | Parker Investment Management LLC | 485,000 | $22,572 | 12/31/2023 | SPYV | 485,000 | $22,572 | 12/31/2023 | Merit Financial Group LLC | 481,340 | $22,445 | 12/31/2023 | SPYV | 481,340 | $22,445 | 12/31/2023 | Money Design Co. Ltd. | 479,082 | $22,340 | 12/31/2023 | SPYV | 479,082 | $22,340 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 475,411 | $22,168 | 12/31/2023 | SPYV | 475,411 | $22,168 | 12/31/2023 | Yeomans Consulting Group Inc. | 474,505 | $22,126 | 12/31/2023 | SPYV | 474,505 | $22,126 | 12/31/2023 | Hamilton Capital LLC | 471,955 | $22,007 | 12/31/2023 | SPYV | 471,955 | $22,007 | 12/31/2023 | Tsfg LLC | 438,757 | $21,982 | 03/31/2024 | SPYV | 438,757 | $21,982 | 03/31/2024 | Garrett Investment Advisors LLC | 436,503 | $21,869 | 03/31/2024 | SPYV | 436,503 | $21,869 | 03/31/2024 | Horizon Wealth Management LLC | 425,462 | $21,316 | 03/31/2024 | SPYV | 425,462 | $21,316 | 03/31/2024 | Windsor Capital Management LLC | 422,223 | $21,153 | 03/31/2024 | SPYV | 422,223 | $21,153 | 03/31/2024 | Pinnacle Wealth Planning Services Inc. | 452,863 | $21,117 | 12/31/2023 | SPYV | 452,863 | $21,117 | 12/31/2023 | Geneos Wealth Management Inc. | 450,572 | $21,010 | 12/31/2023 | SPYV | 450,572 | $21,010 | 12/31/2023 | MBE Wealth Management LLC | 414,971 | $20,790 | 03/31/2024 | SPYV | 414,971 | $20,790 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 444,288 | $20,717 | 12/31/2023 | SPYV | 444,288 | $20,717 | 12/31/2023 | Harbor Group Inc. | 413,096 | $20,696 | 03/31/2024 | SPYV | 413,096 | $20,696 | 03/31/2024 | Michael S. Ryan Inc. | 411,960 | $20,639 | 03/31/2024 | SPYV | 411,960 | $20,639 | 03/31/2024 | Brandywine Oak Private Wealth LLC | 441,876 | $20,605 | 12/31/2023 | SPYV | 441,876 | $20,605 | 12/31/2023 | Principal Securities Inc. | 435,166 | $20,292 | 12/31/2023 | SPYV | 435,166 | $20,292 | 12/31/2023 | Visionary Horizons LLC | 419,388 | $20,089 | 03/31/2024 | SPYV | 419,388 | $20,089 | 03/31/2024 | Stratos Wealth Partners LTD. | 398,068 | $19,943 | 03/31/2024 | SPYV | 398,068 | $19,943 | 03/31/2024 | Global Retirement Partners LLC | 396,633 | $19,871 | 03/31/2024 | SPYV | 396,633 | $19,871 | 03/31/2024 | Retirement Planning Group | 392,306 | $19,655 | 03/31/2024 | SPYV | 392,306 | $19,655 | 03/31/2024 | Personal Resources Investment & Strategic Management Inc. | 390,449 | $19,561 | 03/31/2024 | SPYV | 390,449 | $19,561 | 03/31/2024 | Pure Financial Advisors Inc. | 390,287 | $19,553 | 03/31/2024 | SPYV | 390,287 | $19,553 | 03/31/2024 | Boston Private Wealth LLC | 413,031 | $19,260 | 12/31/2023 | SPYV | 413,031 | $19,260 | 12/31/2023 | Atticus Wealth Management LLC | 382,803 | $19,178 | 03/31/2024 | SPYV | 382,803 | $19,178 | 03/31/2024 | Larson Financial Group LLC | 407,724 | $19,012 | 12/31/2023 | SPYV | 407,724 | $19,012 | 12/31/2023 | Executive Wealth Management LLC | 407,676 | $19,010 | 12/31/2023 | SPYV | 407,676 | $19,010 | 12/31/2023 | Susquehanna International Group LLP | | $18,450 | 12/31/2023 | SPYV | 224,879 | $10,486 | 12/31/2023 | Call | 170,800 | $7,964 | 12/31/2023 | Ackerman Capital Advisors LLC | 390,298 | $18,200 | 12/31/2023 | SPYV | 390,298 | $18,200 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 380,024 | $17,720 | 12/31/2023 | SPYV | 380,024 | $17,720 | 12/31/2023 | Alta Wealth Advisors LLC | 379,919 | $17,716 | 12/31/2023 | SPYV | 379,919 | $17,716 | 12/31/2023 | One Capital Management LLC | 379,360 | $17,690 | 12/31/2023 | SPYV | 379,360 | $17,690 | 12/31/2023 | Baird Financial Group Inc. | 373,681 | $17,425 | 12/31/2023 | SPYV | 373,681 | $17,425 | 12/31/2023 | Steel Peak Wealth Management LLC | 346,730 | $17,371 | 03/31/2024 | SPYV | 346,730 | $17,371 | 03/31/2024 | M&T Bank Corp | 371,919 | $17,343 | 12/31/2023 | SPYV | 371,919 | $17,343 | 12/31/2023 | Confluence Investment Management LLC | 343,760 | $17,222 | 03/31/2024 | SPYV | 343,760 | $17,222 | 03/31/2024 | Thrivent Financial for Lutherans | 368,626 | $17,189 | 12/31/2023 | SPYV | 368,626 | $17,189 | 12/31/2023 | Atria Wealth Solutions Inc. | 365,518 | $17,044 | 12/31/2023 | SPYV | 365,518 | $17,044 | 12/31/2023 | Leicht Financial Planning & Wealth Management Inc. | 365,480 | $17,042 | 12/31/2023 | SPYV | 365,480 | $17,042 | 12/31/2023 | Navalign LLC | 338,301 | $16,949 | 03/31/2024 | SPYV | 338,301 | $16,949 | 03/31/2024 | SkyOak Wealth LLC | 361,068 | $16,837 | 12/31/2023 | SPYV | 361,068 | $16,837 | 12/31/2023 | Courier Capital LLC | 325,920 | $16,329 | 03/31/2024 | SPYV | 325,920 | $16,329 | 03/31/2024 | McAdam LLC | 311,305 | $15,596 | 03/31/2024 | SPYV | 311,305 | $15,596 | 03/31/2024 | Great Valley Advisor Group Inc. | 329,732 | $15,375 | 12/31/2023 | SPYV | 329,732 | $15,375 | 12/31/2023 | CarsonAllaria Wealth Management Ltd. | 326,677 | $15,233 | 12/31/2023 | SPYV | 326,677 | $15,233 | 12/31/2023 | TPG Financial Advisors LLC | 321,705 | $15,101 | 12/31/2023 | SPYV | 321,705 | $15,101 | 12/31/2023 | Charles Schwab Investment Management Inc. | 322,453 | $15,036 | 12/31/2023 | SPYV | 322,453 | $15,036 | 12/31/2023 | Dfpg Investments LLC | 320,373 | $14,917 | 12/31/2023 | SPYV | 320,373 | $14,917 | 12/31/2023 | Wealth Advisors of Iowa LLC | 317,037 | $14,783 | 12/31/2023 | SPYV | 317,037 | $14,783 | 12/31/2023 | Diligent Investors LLC | 304,581 | $14,203 | 12/31/2023 | SPYV | 304,581 | $14,203 | 12/31/2023 | Retirement Financial Solutions LLC | 298,384 | $13,914 | 12/31/2023 | SPYV | 298,384 | $13,914 | 12/31/2023 | Destiny Capital Corp CO | 292,994 | $13,662 | 12/31/2023 | SPYV | 292,994 | $13,662 | 12/31/2023 | Integrated Wealth Concepts LLC | 291,688 | $13,601 | 12/31/2023 | SPYV | 291,688 | $13,601 | 12/31/2023 | Great Lakes Retirement Inc. | 289,720 | $13,510 | 12/31/2023 | SPYV | 289,720 | $13,510 | 12/31/2023 | Mirae Asset Global Investments Co. Ltd. | 281,800 | $13,154 | 12/31/2023 | SPYV | 281,800 | $13,154 | 12/31/2023 | SilverOak Wealth Management LLC | 282,020 | $13,151 | 12/31/2023 | SPYV | 282,020 | $13,151 | 12/31/2023 | Meridian Wealth Management LLC | 281,933 | $13,147 | 12/31/2023 | SPYV | 281,933 | $13,147 | 12/31/2023 | Demars Financial Group LLC | 281,431 | $13,123 | 12/31/2023 | SPYV | 281,431 | $13,123 | 12/31/2023 | JNBA Financial Advisors | 280,495 | $13,079 | 12/31/2023 | SPYV | 280,495 | $13,079 | 12/31/2023 | Systelligence LLC | 258,943 | $12,973 | 03/31/2024 | SPYV | 258,943 | $12,973 | 03/31/2024 | StrategIQ Financial Group LLC | 269,987 | $12,590 | 12/31/2023 | SPYV | 269,987 | $12,590 | 12/31/2023 | GWM Advisors LLC | 269,840 | $12,582 | 12/31/2023 | SPYV | 269,840 | $12,582 | 12/31/2023 | Avantax Advisory Services Inc. | 266,711 | $12,437 | 12/31/2023 | SPYV | 266,711 | $12,437 | 12/31/2023 | Reston Wealth Management LLC | 262,736 | $12,251 | 12/31/2023 | SPYV | 262,736 | $12,251 | 12/31/2023 | Private Wealth Group LLC | 261,726 | $12,204 | 12/31/2023 | SPYV | 261,726 | $12,204 | 12/31/2023 | Keystone Financial Group | 258,918 | $12,073 | 12/31/2023 | SPYV | 258,918 | $12,073 | 12/31/2023 | Kingsview Wealth Management LLC | 257,101 | $11,989 | 12/31/2023 | SPYV | 257,101 | $11,989 | 12/31/2023 | Truist Financial Corp | 252,902 | $11,793 | 12/31/2023 | SPYV | 252,902 | $11,793 | 12/31/2023 | Northern Oak Wealth Management Inc. | 249,026 | $11,612 | 12/31/2023 | SPYV | 249,026 | $11,612 | 12/31/2023 | GPS Wealth Strategies Group LLC | 248,365 | $11,581 | 12/31/2023 | SPYV | 248,365 | $11,581 | 12/31/2023 | New England Capital Financial Advisors LLC | 245,239 | $11,435 | 12/31/2023 | SPYV | 245,239 | $11,435 | 12/31/2023 | Horizon Financial Services LLC | 244,715 | $11,411 | 12/31/2023 | SPYV | 244,715 | $11,411 | 12/31/2023 | Wells Financial Advisors INC | 243,694 | $11,363 | 12/31/2023 | SPYV | 243,694 | $11,363 | 12/31/2023 | Keener Financial Planning LLC | 242,490 | $11,307 | 12/31/2023 | SPYV | 242,490 | $11,307 | 12/31/2023 | Cynosure Management LLC | 237,200 | $11,184 | 12/31/2023 | SPYV | 237,200 | $11,184 | 12/31/2023 | Modern Wealth Management LLC | 238,556 | $11,124 | 12/31/2023 | SPYV | 238,556 | $11,124 | 12/31/2023 | Symphony Financial Ltd. Co. | 219,523 | $10,998 | 03/31/2024 | SPYV | 219,523 | $10,998 | 03/31/2024 | Monticello Wealth Management LLC | 228,673 | $10,663 | 12/31/2023 | SPYV | 228,673 | $10,663 | 12/31/2023 | Optimist Retirement Group LLC | 227,835 | $10,624 | 12/31/2023 | SPYV | 227,835 | $10,624 | 12/31/2023 | Verus Capital Partners LLC | 221,940 | $10,349 | 12/31/2023 | SPYV | 221,940 | $10,349 | 12/31/2023 | Millington Financial Advisors LLC | 221,137 | $10,312 | 12/31/2023 | SPYV | 221,137 | $10,312 | 12/31/2023 | Juncture Wealth Strategies LLC | 204,761 | $10,259 | 03/31/2024 | SPYV | 204,761 | $10,259 | 03/31/2024 | Rockefeller Capital Management L.P. | 215,930 | $10,069 | 12/31/2023 | SPYV | 215,930 | $10,069 | 12/31/2023 | MY Purposeful Wealth CORP. | 214,377 | $9,996 | 12/31/2023 | SPYV | 214,377 | $9,996 | 12/31/2023 | Hofer & Associates. Inc | 198,928 | $9,966 | 03/31/2024 | SPYV | 198,928 | $9,966 | 03/31/2024 | Axxcess Wealth Management LLC | 213,102 | $9,937 | 12/31/2023 | SPYV | 213,102 | $9,937 | 12/31/2023 | Spire Wealth Management | 209,885 | $9,732 | 12/31/2023 | SPYV | 209,885 | $9,732 | 12/31/2023 | Assetmark Inc. | 205,006 | $9,559 | 12/31/2023 | SPYV | 205,006 | $9,559 | 12/31/2023 | CIBC Private Wealth Group LLC | 202,718 | $9,453 | 12/31/2023 | SPYV | 202,718 | $9,453 | 12/31/2023 | Oak Harvest Investment Services | 181,031 | $9,070 | 03/31/2024 | SPYV | 181,031 | $9,070 | 03/31/2024 | GHP Investment Advisors Inc. | 191,809 | $8,944 | 12/31/2023 | SPYV | 191,809 | $8,944 | 12/31/2023 | Stone Point Wealth LLC | 190,619 | $8,889 | 12/31/2023 | SPYV | 190,619 | $8,889 | 12/31/2023 | Buttonwood Financial Group LLC | 177,061 | $8,871 | 03/31/2024 | SPYV | 177,061 | $8,871 | 03/31/2024 | Kestra Private Wealth Services LLC | 189,907 | $8,855 | 12/31/2023 | SPYV | 189,907 | $8,855 | 12/31/2023 | GenWealth Group Inc. | 173,012 | $8,668 | 03/31/2024 | SPYV | 173,012 | $8,668 | 03/31/2024 | Dakota Wealth Management | 184,786 | $8,617 | 12/31/2023 | SPYV | 184,786 | $8,617 | 12/31/2023 | Wealthcare Advisory Partners LLC | 171,612 | $8,598 | 03/31/2024 | SPYV | 171,612 | $8,598 | 03/31/2024 | Wrapmanager Inc. | 184,193 | $8,589 | 12/31/2023 | SPYV | 184,193 | $8,589 | 12/31/2023 | Cetera Advisors LLC | 181,819 | $8,478 | 12/31/2023 | SPYV | 181,819 | $8,478 | 12/31/2023 | Financial Council Asset Management Inc | 180,777 | $8,430 | 12/31/2023 | SPYV | 180,777 | $8,430 | 12/31/2023 | Financial Advocates Investment Management | 178,109 | $8,265 | 12/31/2023 | SPYV | 178,109 | $8,265 | 12/31/2023 | Financial Planning & Information Services Inc. | 176,942 | $8,251 | 12/31/2023 | SPYV | 176,942 | $8,251 | 12/31/2023 | Jacobi Capital Management LLC | 176,520 | $8,231 | 12/31/2023 | SPYV | 176,520 | $8,231 | 12/31/2023 | Shilanski & Associates Inc. | 164,090 | $8,221 | 03/31/2024 | SPYV | 164,090 | $8,221 | 03/31/2024 | Sargent Investment Group LLC | 176,198 | $8,216 | 12/31/2023 | SPYV | 176,198 | $8,216 | 12/31/2023 | SILVER OAK SECURITIES Inc | 169,864 | $7,921 | 12/31/2023 | SPYV | 169,864 | $7,921 | 12/31/2023 | Probity Advisors Inc. | 169,614 | $7,909 | 12/31/2023 | SPYV | 169,614 | $7,909 | 12/31/2023 | CHURCHILL MANAGEMENT Corp | 155,948 | $7,813 | 03/31/2024 | SPYV | 155,948 | $7,813 | 03/31/2024 | Hills Bank & Trust Co | 164,514 | $7,671 | 12/31/2023 | SPYV | 164,514 | $7,671 | 12/31/2023 | Hobart Private Capital LLC | 149,773 | $7,504 | 03/31/2024 | SPYV | 149,773 | $7,504 | 03/31/2024 | Collaborative Wealth Managment Inc. | 159,680 | $7,446 | 12/31/2023 | SPYV | 159,680 | $7,446 | 12/31/2023 | MONECO Advisors LLC | 159,527 | $7,439 | 12/31/2023 | SPYV | 159,527 | $7,439 | 12/31/2023 | HM Payson & Co. | 159,293 | $7,428 | 12/31/2023 | SPYV | 159,293 | $7,428 | 12/31/2023 | Pecaut & CO. | 157,344 | $7,337 | 12/31/2023 | SPYV | 157,344 | $7,337 | 12/31/2023 | CX Institutional | 145,809 | $7,305 | 03/31/2024 | SPYV | 145,809 | $7,305 | 03/31/2024 | Valtinson Bruner Financial Planning LLC | 154,792 | $7,218 | 12/31/2023 | SPYV | 154,792 | $7,218 | 12/31/2023 | Laurel Wealth Planning LLC | 143,026 | $7,166 | 03/31/2024 | SPYV | 143,026 | $7,166 | 03/31/2024 | Quent Capital LLC | 152,735 | $7,122 | 12/31/2023 | SPYV | 152,735 | $7,122 | 12/31/2023 | Lynch & Associates IN | 134,779 | $6,752 | 03/31/2024 | SPYV | 134,779 | $6,752 | 03/31/2024 | Waller Financial Planning Group Inc. | 131,866 | $6,606 | 03/31/2024 | SPYV | 131,866 | $6,606 | 03/31/2024 | United Capital Financial Advisers LLC | 140,395 | $6,547 | 12/31/2023 | SPYV | 140,395 | $6,547 | 12/31/2023 | Key Financial Inc | 140,362 | $6,545 | 12/31/2023 | SPYV | 140,362 | $6,545 | 12/31/2023 | Eqis Capital Management Inc. | 137,754 | $6,423 | 12/31/2023 | SPYV | 137,754 | $6,423 | 12/31/2023 | IFG Advisory LLC | 137,278 | $6,403 | 12/31/2023 | SPYV | 137,278 | $6,403 | 12/31/2023 | Citadel Advisors LLC | | $6,375 | 12/31/2023 | Call | 142,500 | $6,645 | 12/31/2023 | Put | 5,800 | $270 | 12/31/2023 | Merriman Wealth Management LLC | 134,882 | $6,290 | 12/31/2023 | SPYV | 134,882 | $6,290 | 12/31/2023 | Auour Investments LLC | 134,500 | $6,268 | 12/31/2023 | SPYV | 134,500 | $6,268 | 12/31/2023 | Renaissance Technologies LLC | 133,800 | $6,239 | 12/31/2023 | SPYV | 133,800 | $6,239 | 12/31/2023 | SigFig Wealth Management LLC | 133,642 | $6,232 | 12/31/2023 | SPYV | 133,642 | $6,232 | 12/31/2023 | First Ascent Asset Management LLC | 131,931 | $6,152 | 12/31/2023 | SPYV | 131,931 | $6,152 | 12/31/2023 | Savant Capital LLC | 130,638 | $6,092 | 12/31/2023 | SPYV | 130,638 | $6,092 | 12/31/2023 | BCS Wealth Management | 120,701 | $6,047 | 03/31/2024 | SPYV | 120,701 | $6,047 | 03/31/2024 | Penobscot Wealth Management | 129,468 | $6,037 | 12/31/2023 | SPYV | 129,468 | $6,037 | 12/31/2023 | Pacific Financial Group Inc. | 128,416 | $5,988 | 12/31/2023 | SPYV | 128,416 | $5,988 | 12/31/2023 | Tranquilli Financial Advisor LLC | 127,972 | $5,967 | 12/31/2023 | SPYV | 127,972 | $5,967 | 12/31/2023 | Occidental Asset Management LLC | 118,193 | $5,921 | 03/31/2024 | SPYV | 118,193 | $5,921 | 03/31/2024 | Cooper Financial Group | 117,166 | $5,870 | 03/31/2024 | SPYV | 117,166 | $5,870 | 03/31/2024 | PAX Financial Group LLC | 123,971 | $5,838 | 12/31/2023 | SPYV | 123,971 | $5,838 | 12/31/2023 | InterOcean Capital Group LLC | 125,040 | $5,831 | 12/31/2023 | SPYV | 125,040 | $5,831 | 12/31/2023 | Stratos Wealth Advisors LLC | 115,444 | $5,784 | 03/31/2024 | SPYV | 115,444 | $5,784 | 03/31/2024 | Intergy Private Wealth LLC | 123,109 | $5,741 | 12/31/2023 | SPYV | 123,109 | $5,741 | 12/31/2023 | Denver Wealth Management Inc. | 112,681 | $5,645 | 03/31/2024 | SPYV | 112,681 | $5,645 | 03/31/2024 | IFP Advisors Inc | 120,260 | $5,608 | 12/31/2023 | SPYV | 120,260 | $5,608 | 12/31/2023 | Level Four Advisory Services LLC | 119,601 | $5,577 | 12/31/2023 | SPYV | 119,601 | $5,577 | 12/31/2023 | Ignite Planners LLC | 111,227 | $5,538 | 03/31/2024 | SPYV | 111,227 | $5,538 | 03/31/2024 | Portside Wealth Group LLC | 110,147 | $5,518 | 03/31/2024 | SPYV | 110,147 | $5,518 | 03/31/2024 | J.W. Cole Advisors Inc. | 118,136 | $5,509 | 12/31/2023 | SPYV | 118,136 | $5,509 | 12/31/2023 | Trilogy Capital Inc. | 108,186 | $5,420 | 03/31/2024 | SPYV | 108,186 | $5,420 | 03/31/2024 | National Asset Management Inc. | 112,481 | $5,245 | 12/31/2023 | SPYV | 112,481 | $5,245 | 12/31/2023 | Cobblestone Asset Management LLC | 104,639 | $5,242 | 03/31/2024 | SPYV | 104,639 | $5,242 | 03/31/2024 | Summit Financial LLC | 111,537 | $5,201 | 12/31/2023 | SPYV | 111,537 | $5,201 | 12/31/2023 | Oppenheimer & Co. Inc. | 111,388 | $5,194 | 12/31/2023 | SPYV | 111,388 | $5,194 | 12/31/2023 | Kestra Advisory Services LLC | 110,381 | $5,147 | 12/31/2023 | SPYV | 110,381 | $5,147 | 12/31/2023 | Oversea Chinese Banking CORP Ltd | 108,965 | $5,081 | 12/31/2023 | SPYV | 108,965 | $5,081 | 12/31/2023 | Sunesis Advisors LLC | 108,791 | $5,073 | 12/31/2023 | SPYV | 108,791 | $5,073 | 12/31/2023 | We Are One Seven LLC | 108,470 | $5,058 | 12/31/2023 | SPYV | 108,470 | $5,058 | 12/31/2023 | Bridgeworth LLC | 108,058 | $5,039 | 12/31/2023 | SPYV | 108,058 | $5,039 | 12/31/2023 | Partnership Wealth Management LLC | 96,827 | $4,851 | 03/31/2024 | SPYV | 96,827 | $4,851 | 03/31/2024 | Warren Averett Asset Management LLC | 102,720 | $4,790 | 12/31/2023 | SPYV | 102,720 | $4,790 | 12/31/2023 | Arete Wealth Advisors LLC | 102,260 | $4,768 | 12/31/2023 | SPYV | 102,260 | $4,768 | 12/31/2023 | Total Clarity Wealth Management Inc. | 93,836 | $4,701 | 03/31/2024 | SPYV | 93,836 | $4,701 | 03/31/2024 | ICA Group Wealth Management LLC | 99,502 | $4,640 | 12/31/2023 | SPYV | 99,502 | $4,640 | 12/31/2023 | NewSquare Capital LLC | 98,497 | $4,593 | 12/31/2023 | SPYV | 98,497 | $4,593 | 12/31/2023 | Smithbridge Asset Management Inc. DE | 98,158 | $4,577 | 12/31/2023 | SPYV | 98,158 | $4,577 | 12/31/2023 | Texas Permanent School Fund | 95,746 | $4,465 | 12/31/2023 | SPYV | 95,746 | $4,465 | 12/31/2023 | Retirement Income Solutions Inc | 95,600 | $4,458 | 12/31/2023 | SPYV | 95,600 | $4,458 | 12/31/2023 | Cozad Asset Management Inc. | 95,015 | $4,431 | 12/31/2023 | SPYV | 95,015 | $4,431 | 12/31/2023 | Centennial Wealth Advisory LLC | 88,180 | $4,418 | 03/31/2024 | SPYV | 88,180 | $4,418 | 03/31/2024 | EWG Elevate Inc. | 87,973 | $4,407 | 03/31/2024 | SPYV | 87,973 | $4,407 | 03/31/2024 | Clarus Wealth Advisors | 89,893 | $4,380 | 03/31/2024 | SPYV | 89,893 | $4,380 | 03/31/2024 | Aurum Wealth Management Group LLC | 86,420 | $4,330 | 03/31/2024 | SPYV | 86,420 | $4,330 | 03/31/2024 | Concurrent Investment Advisors LLC | 92,843 | $4,329 | 12/31/2023 | SPYV | 92,843 | $4,329 | 12/31/2023 | Arbor Trust Wealth Advisors LLC | 88,591 | $4,317 | 03/31/2024 | SPYV | 88,591 | $4,317 | 03/31/2024 | Horizon Family Wealth Inc. | 92,493 | $4,313 | 12/31/2023 | SPYV | 92,493 | $4,313 | 12/31/2023 | Colton Groome Financial Advisors LLC | 85,476 | $4,282 | 03/31/2024 | SPYV | 85,476 | $4,282 | 03/31/2024 | Topel & Distasi Wealth Management LLC | 91,696 | $4,276 | 12/31/2023 | SPYV | 91,696 | $4,276 | 12/31/2023 | RDA Financial Network | 84,696 | $4,243 | 03/31/2024 | SPYV | 84,696 | $4,243 | 03/31/2024 | Financial Services Advisory Inc | 90,854 | $4,237 | 12/31/2023 | SPYV | 90,854 | $4,237 | 12/31/2023 | Independent Wealth Network Inc. | 83,268 | $4,172 | 03/31/2024 | SPYV | 83,268 | $4,172 | 03/31/2024 | JDM Financial Group LLC | 89,367 | $4,167 | 12/31/2023 | SPYV | 89,367 | $4,167 | 12/31/2023 | Asset Management Group Inc. | 89,299 | $4,164 | 12/31/2023 | SPYV | 89,299 | $4,164 | 12/31/2023 | Annapolis Financial Services LLC | 83,011 | $4,159 | 03/31/2024 | SPYV | 83,011 | $4,159 | 03/31/2024 | Jane Street Group LLC | 88,125 | $4,109 | 12/31/2023 | SPYV | 88,125 | $4,109 | 12/31/2023 | IAG Wealth Partners LLC | 87,542 | $4,082 | 12/31/2023 | SPYV | 87,542 | $4,082 | 12/31/2023 | TAGStone Capital Inc. | 87,224 | $4,067 | 12/31/2023 | SPYV | 87,224 | $4,067 | 12/31/2023 | Motive Wealth Advisors | 85,763 | $3,999 | 12/31/2023 | SPYV | 85,763 | $3,999 | 12/31/2023 | Ausdal Financial Partners Inc. | 79,799 | $3,998 | 03/31/2024 | SPYV | 79,799 | $3,998 | 03/31/2024 | Pinnacle Family Advisors LLC | 85,635 | $3,993 | 12/31/2023 | SPYV | 85,635 | $3,993 | 12/31/2023 | Priebe Wealth Holdings LLC | 77,591 | $3,887 | 03/31/2024 | SPYV | 77,591 | $3,887 | 03/31/2024 | Transform Wealth LLC | 77,027 | $3,859 | 03/31/2024 | SPYV | 77,027 | $3,859 | 03/31/2024 | American Money Management LLC | 82,295 | $3,837 | 12/31/2023 | SPYV | 82,295 | $3,837 | 12/31/2023 | Private Trust Co. NA | 82,038 | $3,825 | 12/31/2023 | SPYV | 82,038 | $3,825 | 12/31/2023 | Stephens Inc. AR | 81,209 | $3,787 | 12/31/2023 | SPYV | 81,209 | $3,787 | 12/31/2023 | Fifth Third Bancorp | 75,569 | $3,786 | 03/31/2024 | SPYV | 75,569 | $3,786 | 03/31/2024 | Red Tortoise LLC | 72,167 | $3,616 | 03/31/2024 | SPYV | 72,167 | $3,616 | 03/31/2024 | Ellevest Inc. | 77,265 | $3,603 | 12/31/2023 | SPYV | 77,265 | $3,603 | 12/31/2023 | Vance Wealth Inc. | 76,478 | $3,566 | 12/31/2023 | SPYV | 76,478 | $3,566 | 12/31/2023 | Lee Danner & Bass Inc. | 74,550 | $3,476 | 12/31/2023 | SPYV | 74,550 | $3,476 | 12/31/2023 | Bank of Montreal Can | 72,152 | $3,373 | 12/31/2023 | SPYV | 72,152 | $3,373 | 12/31/2023 | Gateway Wealth Partners LLC | 70,858 | $3,304 | 12/31/2023 | SPYV | 70,858 | $3,304 | 12/31/2023 | Captrust Financial Advisors | 70,778 | $3,300 | 12/31/2023 | SPYV | 70,778 | $3,300 | 12/31/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 70,285 | $3,277 | 12/31/2023 | SPYV | 70,285 | $3,277 | 12/31/2023 | Prime Capital Investment Advisors LLC | 69,836 | $3,256 | 12/31/2023 | SPYV | 69,836 | $3,256 | 12/31/2023 | Power Wealth Management LLC | 69,392 | $3,236 | 12/31/2023 | SPYV | 69,392 | $3,236 | 12/31/2023 | Sharkey Howes & Javer | 63,914 | $3,202 | 03/31/2024 | SPYV | 63,914 | $3,202 | 03/31/2024 | Capital Advisory Group Advisory Services LLC | 62,617 | $3,137 | 03/31/2024 | SPYV | 62,617 | $3,137 | 03/31/2024 | FF Advisors LLC | 62,475 | $3,130 | 03/31/2024 | SPYV | 62,475 | $3,130 | 03/31/2024 | US Bancorp DE | 66,996 | $3,124 | 12/31/2023 | SPYV | 66,996 | $3,124 | 12/31/2023 | Creative Planning | 66,386 | $3,096 | 12/31/2023 | SPYV | 66,386 | $3,096 | 12/31/2023 | Colonial River Wealth Management LLC | 65,981 | $3,077 | 12/31/2023 | SPYV | 65,981 | $3,077 | 12/31/2023 | Fortune 45 LLC | 61,213 | $3,056 | 03/31/2024 | SPYV | 61,213 | $3,056 | 03/31/2024 | American Investment Services Inc. | 63,508 | $2,961 | 12/31/2023 | SPYV | 63,508 | $2,961 | 12/31/2023 | Fifth Third Securities Inc. | 59,073 | $2,960 | 03/31/2024 | SPYV | 59,073 | $2,960 | 03/31/2024 | Breakwater Capital Group | 57,997 | $2,906 | 03/31/2024 | SPYV | 57,997 | $2,906 | 03/31/2024 | Hunting Hill Global Capital LLC | 61,518 | $2,869 | 12/31/2023 | SPYV | 61,518 | $2,869 | 12/31/2023 | Sequoia Financial Advisors LLC | 60,824 | $2,836 | 12/31/2023 | SPYV | 60,824 | $2,836 | 12/31/2023 | Phoenix Wealth Advisors | 59,108 | $2,774 | 12/31/2023 | SPYV | 59,108 | $2,774 | 12/31/2023 | Certified Advisory Corp | 58,735 | $2,739 | 12/31/2023 | SPYV | 58,735 | $2,739 | 12/31/2023 | Prospera Financial Services Inc | 57,664 | $2,689 | 12/31/2023 | SPYV | 57,664 | $2,689 | 12/31/2023 | Raab & Moskowitz Asset Management LLC | 57,271 | $2,671 | 12/31/2023 | SPYV | 57,271 | $2,671 | 12/31/2023 | Steward Partners Investment Advisory LLC | 56,106 | $2,616 | 12/31/2023 | SPYV | 56,106 | $2,616 | 12/31/2023 | Peterson Financial Group Inc. | 54,855 | $2,558 | 12/31/2023 | SPYV | 54,855 | $2,558 | 12/31/2023 | WJ Wealth Management LLC | 51,038 | $2,557 | 03/31/2024 | SPYV | 51,038 | $2,557 | 03/31/2024 | Cordatus Wealth Management LLC | 54,067 | $2,521 | 12/31/2023 | SPYV | 54,067 | $2,521 | 12/31/2023 | Waypoint Capital Advisors LLC | 53,778 | $2,508 | 12/31/2023 | SPYV | 53,778 | $2,508 | 12/31/2023 | Perigon Wealth Management LLC | 52,966 | $2,470 | 12/31/2023 | SPYV | 52,966 | $2,470 | 12/31/2023 | CORDA Investment Management LLC. | 52,767 | $2,461 | 12/31/2023 | SPYV | 52,767 | $2,461 | 12/31/2023 | Lido Advisors LLC | 52,615 | $2,453 | 12/31/2023 | SPYV | 52,615 | $2,453 | 12/31/2023 | Riverpoint Wealth Management Holdings LLC | 52,373 | $2,442 | 12/31/2023 | SPYV | 52,373 | $2,442 | 12/31/2023 | RFG Advisory LLC | 48,691 | $2,439 | 03/31/2024 | SPYV | 48,691 | $2,439 | 03/31/2024 | 1ST Source Bank | 51,442 | $2,399 | 12/31/2023 | SPYV | 51,442 | $2,399 | 12/31/2023 | MBM Wealth Consultants LLC | 47,574 | $2,383 | 03/31/2024 | SPYV | 47,574 | $2,383 | 03/31/2024 | Comerica Bank | 50,873 | $2,372 | 12/31/2023 | SPYV | 50,873 | $2,372 | 12/31/2023 | Advisor OS LLC | 50,754 | $2,367 | 12/31/2023 | SPYV | 50,754 | $2,367 | 12/31/2023 | Vertex Planning Partners LLC | 50,494 | $2,355 | 12/31/2023 | SPYV | 50,494 | $2,355 | 12/31/2023 | Bristlecone Advisors LLC | 46,788 | $2,344 | 03/31/2024 | SPYV | 46,788 | $2,344 | 03/31/2024 | PSI Advisors LLC | 49,955 | $2,329 | 12/31/2023 | SPYV | 49,955 | $2,329 | 12/31/2023 | Cornerstone Wealth Management LLC | 45,596 | $2,284 | 03/31/2024 | SPYV | 45,596 | $2,284 | 03/31/2024 | Seaside Wealth Management Inc. | 45,388 | $2,274 | 03/31/2024 | SPYV | 45,388 | $2,274 | 03/31/2024 | Burney Co. | 48,368 | $2,255 | 12/31/2023 | SPYV | 48,368 | $2,255 | 12/31/2023 | SCS Capital Management LLC | 47,279 | $2,205 | 12/31/2023 | SPYV | 47,279 | $2,205 | 12/31/2023 | Onyx Bridge Wealth Group LLC | 47,190 | $2,200 | 12/31/2023 | SPYV | 47,190 | $2,200 | 12/31/2023 | Financial Network Wealth Advisors LLC | 46,507 | $2,169 | 12/31/2023 | SPYV | 46,507 | $2,169 | 12/31/2023 | Tower Wealth Partners Inc. | 43,218 | $2,165 | 03/31/2024 | SPYV | 43,218 | $2,165 | 03/31/2024 | Wambolt & Associates LLC | 46,357 | $2,162 | 12/31/2023 | SPYV | 46,357 | $2,162 | 12/31/2023 | Lifeworks Advisors LLC | 46,211 | $2,155 | 12/31/2023 | SPYV | 46,211 | $2,155 | 12/31/2023 | Van Leeuwen & Company LLC | 45,550 | $2,124 | 12/31/2023 | SPYV | 45,550 | $2,124 | 12/31/2023 | U.S. Capital Wealth Advisors LLC | 44,394 | $2,070 | 12/31/2023 | SPYV | 44,394 | $2,070 | 12/31/2023 | Bridgewealth Advisory Group LLC | 40,710 | $2,040 | 03/31/2024 | SPYV | 40,710 | $2,040 | 03/31/2024 | Cary Street Partners Asset Management LLC | 43,734 | $2,039 | 12/31/2023 | SPYV | 43,734 | $2,039 | 12/31/2023 | Visionary Wealth Advisors | 42,762 | $1,994 | 12/31/2023 | SPYV | 42,762 | $1,994 | 12/31/2023 | Salomon & Ludwin LLC | 41,838 | $1,951 | 12/31/2023 | SPYV | 41,838 | $1,951 | 12/31/2023 | Toroso Investments LLC | 41,788 | $1,949 | 12/31/2023 | SPYV | 41,788 | $1,949 | 12/31/2023 | Opal Wealth Advisors LLC | 38,724 | $1,940 | 03/31/2024 | SPYV | 38,724 | $1,940 | 03/31/2024 | Tradewinds Capital Management LLC | 38,428 | $1,925 | 03/31/2024 | SPYV | 38,428 | $1,925 | 03/31/2024 | JT Stratford LLC | 41,238 | $1,923 | 12/31/2023 | SPYV | 41,238 | $1,923 | 12/31/2023 | Platte River Wealth Advisors LLC | 37,976 | $1,903 | 03/31/2024 | SPYV | 37,976 | $1,903 | 03/31/2024 | Eclectic Associates Inc. ADV | 37,542 | $1,881 | 03/31/2024 | SPYV | 37,542 | $1,881 | 03/31/2024 | Foresight Capital Management Advisors Inc. | 36,155 | $1,811 | 03/31/2024 | SPYV | 36,155 | $1,811 | 03/31/2024 | Tyler Stone Wealth Management | 38,344 | $1,788 | 12/31/2023 | SPYV | 38,344 | $1,788 | 12/31/2023 | Modera Wealth Management LLC | 38,014 | $1,773 | 12/31/2023 | SPYV | 38,014 | $1,773 | 12/31/2023 | Relyea Zuckerberg Hanson LLC | 35,353 | $1,771 | 03/31/2024 | SPYV | 35,353 | $1,771 | 03/31/2024 | PFG Advisors | 37,893 | $1,767 | 12/31/2023 | SPYV | 37,893 | $1,767 | 12/31/2023 | BNP Paribas Arbitrage SA | 36,300 | $1,693 | 12/31/2023 | SPYV | 36,300 | $1,693 | 12/31/2023 | Weitzel Financial Services Inc. | 33,482 | $1,667 | 03/31/2024 | SPYV | 33,482 | $1,667 | 03/31/2024 | Fernwood Investment Management LLC | 35,757 | $1,667 | 12/31/2023 | SPYV | 35,757 | $1,667 | 12/31/2023 | Citizens Financial Group Inc RI | 35,418 | $1,652 | 12/31/2023 | SPYV | 35,418 | $1,652 | 12/31/2023 | Park Avenue Securities LLC | 32,739 | $1,640 | 03/31/2024 | SPYV | 32,739 | $1,640 | 03/31/2024 | Colony Group LLC | 35,011 | $1,633 | 12/31/2023 | SPYV | 35,011 | $1,633 | 12/31/2023 | Benjamin Edwards Inc. | 34,845 | $1,625 | 12/31/2023 | SPYV | 34,845 | $1,625 | 12/31/2023 | Laurel Wealth Advisors LLC | 34,851 | $1,625 | 12/31/2023 | SPYV | 34,851 | $1,625 | 12/31/2023 | Atria Investments LLC | 34,644 | $1,615 | 12/31/2023 | SPYV | 34,644 | $1,615 | 12/31/2023 | E&G Advisors LP | 31,360 | $1,571 | 03/31/2024 | SPYV | 31,360 | $1,571 | 03/31/2024 | Baker Tilly Financial LLC | 33,490 | $1,562 | 12/31/2023 | SPYV | 33,490 | $1,562 | 12/31/2023 | WCG Wealth Advisors LLC | 33,311 | $1,553 | 12/31/2023 | SPYV | 33,311 | $1,553 | 12/31/2023 | AdvisorNet Financial Inc | 30,888 | $1,547 | 03/31/2024 | SPYV | 30,888 | $1,547 | 03/31/2024 | River Street Advisors LLC | 30,513 | $1,529 | 03/31/2024 | SPYV | 30,513 | $1,529 | 03/31/2024 | Gunma Bank Ltd. | 30,000 | $1,503 | 03/31/2024 | SPYV | 30,000 | $1,503 | 03/31/2024 | Rational Advisors LLC | 29,974 | $1,502 | 03/31/2024 | SPYV | 29,974 | $1,502 | 03/31/2024 | Capstone Triton Financial Group LLC | 29,973 | $1,502 | 03/31/2024 | SPYV | 29,973 | $1,502 | 03/31/2024 | Index Fund Advisors Inc. | 32,135 | $1,498 | 12/31/2023 | SPYV | 32,135 | $1,498 | 12/31/2023 | Chicago Partners Investment Group LLC | 32,190 | $1,493 | 12/31/2023 | SPYV | 32,190 | $1,493 | 12/31/2023 | OneAscent Financial Services LLC | 29,779 | $1,492 | 03/31/2024 | SPYV | 29,779 | $1,492 | 03/31/2024 | Vontobel Holding Ltd. | 32,000 | $1,492 | 12/31/2023 | SPYV | 32,000 | $1,492 | 12/31/2023 | L.M. Kohn & Company | 31,843 | $1,485 | 12/31/2023 | SPYV | 31,843 | $1,485 | 12/31/2023 | Baltimore Washington Financial Advisors Inc. | 31,753 | $1,481 | 12/31/2023 | SPYV | 31,753 | $1,481 | 12/31/2023 | Iron Horse Wealth Management LLC | 29,392 | $1,473 | 03/31/2024 | SPYV | 29,392 | $1,473 | 03/31/2024 | Strategic Financial Concepts LLC | 29,264 | $1,466 | 03/31/2024 | SPYV | 29,264 | $1,466 | 03/31/2024 | Apollon Financial LLC | 31,431 | $1,466 | 12/31/2023 | SPYV | 31,431 | $1,466 | 12/31/2023 | FCG Investment Co | 29,113 | $1,459 | 03/31/2024 | SPYV | 29,113 | $1,459 | 03/31/2024 | WealthShield Partners LLC | 31,102 | $1,450 | 12/31/2023 | SPYV | 31,102 | $1,450 | 12/31/2023 | Invesco Ltd. | 30,082 | $1,403 | 12/31/2023 | SPYV | 30,082 | $1,403 | 12/31/2023 | Flagship Private Wealth LLC | 30,061 | $1,402 | 12/31/2023 | SPYV | 30,061 | $1,402 | 12/31/2023 | JNB Advisors LLC | 29,668 | $1,383 | 12/31/2023 | SPYV | 29,668 | $1,383 | 12/31/2023 | Better Money Decisions LLC | 29,296 | $1,366 | 12/31/2023 | SPYV | 29,296 | $1,366 | 12/31/2023 | Redwood Financial Network Corp | 28,954 | $1,350 | 12/31/2023 | SPYV | 28,954 | $1,350 | 12/31/2023 | Harbour Investments Inc. | 28,675 | $1,337 | 12/31/2023 | SPYV | 28,675 | $1,337 | 12/31/2023 | Wealth Management Resources Inc. | 26,445 | $1,325 | 03/31/2024 | SPYV | 26,445 | $1,325 | 03/31/2024 | Commonwealth Financial Services LLC | 28,138 | $1,312 | 12/31/2023 | SPYV | 28,138 | $1,312 | 12/31/2023 | Seven Mile Advisory | 27,960 | $1,304 | 12/31/2023 | SPYV | 27,960 | $1,304 | 12/31/2023 | EP Wealth Advisors LLC | 27,910 | $1,301 | 12/31/2023 | SPYV | 27,910 | $1,301 | 12/31/2023 | Waterloo Capital L.P. | 27,901 | $1,301 | 12/31/2023 | SPYV | 27,901 | $1,301 | 12/31/2023 | Lowery Thomas LLC | 27,512 | $1,283 | 12/31/2023 | SPYV | 27,512 | $1,283 | 12/31/2023 | REDW Wealth LLC | 27,396 | $1,277 | 12/31/2023 | SPYV | 27,396 | $1,277 | 12/31/2023 | Encompass More Asset Management | 27,152 | $1,266 | 12/31/2023 | SPYV | 27,152 | $1,266 | 12/31/2023 | Northeast Financial Consultants Inc | 26,839 | $1,252 | 12/31/2023 | SPYV | 26,839 | $1,252 | 12/31/2023 | Csenge Advisory Group | 26,746 | $1,247 | 12/31/2023 | SPYV | 26,746 | $1,247 | 12/31/2023 | Drive Wealth Management LLC | 24,593 | $1,232 | 03/31/2024 | SPYV | 24,593 | $1,232 | 03/31/2024 | Capstone Wealth Management Group LLC | 24,202 | $1,213 | 03/31/2024 | SPYV | 24,202 | $1,213 | 03/31/2024 | Cresset Asset Management LLC | 25,903 | $1,208 | 12/31/2023 | SPYV | 25,903 | $1,208 | 12/31/2023 | Resources Investment Advisors LLC. | 25,879 | $1,207 | 12/31/2023 | SPYV | 25,879 | $1,207 | 12/31/2023 | Integrity Wealth Solutions LLC | 23,441 | $1,174 | 03/31/2024 | SPYV | 23,441 | $1,174 | 03/31/2024 | Castleview Partners LLC | 24,834 | $1,158 | 12/31/2023 | SPYV | 24,834 | $1,158 | 12/31/2023 | Twin Focus Capital Partners LLC | 25,927 | $1,150 | 12/31/2023 | SPYV | 25,927 | $1,150 | 12/31/2023 | Sontag Advisory LLC | 24,637 | $1,149 | 12/31/2023 | SPYV | 24,637 | $1,149 | 12/31/2023 | SageView Advisory Group LLC | 23,941 | $1,130 | 12/31/2023 | SPYV | 23,941 | $1,130 | 12/31/2023 | Towerpoint Wealth LLC | 22,069 | $1,106 | 03/31/2024 | SPYV | 22,069 | $1,106 | 03/31/2024 | Sowell Financial Services LLC | 23,376 | $1,090 | 12/31/2023 | SPYV | 23,376 | $1,090 | 12/31/2023 | Foundations Investment Advisors LLC | 22,423 | $1,058 | 12/31/2023 | SPYV | 22,423 | $1,058 | 12/31/2023 | Howard Wealth Management LLC | 22,273 | $1,039 | 12/31/2023 | SPYV | 22,273 | $1,039 | 12/31/2023 | Diversified Portfolios Inc. | 22,177 | $1,034 | 12/31/2023 | SPYV | 22,177 | $1,034 | 12/31/2023 | Rehmann Capital Advisory Group | 21,912 | $1,022 | 12/31/2023 | SPYV | 21,912 | $1,022 | 12/31/2023 | Lincoln National Corp | 21,552 | $1,005 | 12/31/2023 | SPYV | 21,552 | $1,005 | 12/31/2023 | Permanens Capital L.P. | 21,489 | $1,002 | 12/31/2023 | SPYV | 21,489 | $1,002 | 12/31/2023 | Lansing Street Advisors | 21,464 | $1,001 | 12/31/2023 | SPYV | 21,464 | $1,001 | 12/31/2023 | Tobias Financial Advisors Inc. | 21,429 | $999 | 12/31/2023 | SPYV | 21,429 | $999 | 12/31/2023 | Schrum Private Wealth Management LLC | 21,371 | $997 | 12/31/2023 | SPYV | 21,371 | $997 | 12/31/2023 | Braun Bostich & Associates Inc. | 21,160 | $987 | 12/31/2023 | SPYV | 21,160 | $987 | 12/31/2023 | Sequent Asset Management LLC | 19,592 | $982 | 03/31/2024 | SPYV | 19,592 | $982 | 03/31/2024 | Alliance Wealth Advisors LLC UT | 20,939 | $976 | 12/31/2023 | SPYV | 20,939 | $976 | 12/31/2023 | Focus Financial Network Inc. ADV | 20,815 | $971 | 12/31/2023 | SPYV | 20,815 | $971 | 12/31/2023 | Centerpoint Advisors LLC | 20,557 | $959 | 12/31/2023 | SPYV | 20,557 | $959 | 12/31/2023 | 9258 Wealth Management LLC | 20,496 | $956 | 12/31/2023 | SPYV | 20,496 | $956 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 20,510 | $956 | 12/31/2023 | SPYV | 20,510 | $956 | 12/31/2023 | Altman Advisors Inc. | 20,307 | $947 | 12/31/2023 | SPYV | 20,307 | $947 | 12/31/2023 | RMB Capital Management LLC | 19,939 | $930 | 12/31/2023 | SPYV | 19,939 | $930 | 12/31/2023 | Calton & Associates Inc. | 18,540 | $929 | 03/31/2024 | SPYV | 18,540 | $929 | 03/31/2024 | Spring Capital Management LLC | 18,490 | $926 | 03/31/2024 | SPYV | 18,490 | $926 | 03/31/2024 | Ameritas Advisory Services LLC | 19,631 | $921 | 12/31/2023 | SPYV | 19,631 | $921 | 12/31/2023 | FirstPurpose Wealth LLC | 18,752 | $914 | 03/31/2024 | SPYV | 18,752 | $914 | 03/31/2024 | Summit Investment Advisory Services LLC | 18,225 | $913 | 03/31/2024 | SPYV | 18,225 | $913 | 03/31/2024 | Regions Financial Corp | 18,118 | $908 | 03/31/2024 | SPYV | 18,118 | $908 | 03/31/2024 | Innealta Capital LLC | 19,477 | $908 | 12/31/2023 | SPYV | 19,477 | $908 | 12/31/2023 | Atomi Financial Group Inc. | 19,431 | $906 | 12/31/2023 | SPYV | 19,431 | $906 | 12/31/2023 | M3 Advisory Group LLC | 19,191 | $895 | 12/31/2023 | SPYV | 19,191 | $895 | 12/31/2023 | Mutual Advisors LLC | 18,986 | $885 | 12/31/2023 | SPYV | 18,986 | $885 | 12/31/2023 | Safeguard Financial LLC | 17,581 | $881 | 03/31/2024 | SPYV | 17,581 | $881 | 03/31/2024 | Waldron Private Wealth LLC | 18,637 | $869 | 12/31/2023 | SPYV | 18,637 | $869 | 12/31/2023 | Advisors Capital Management LLC | 18,317 | $854 | 12/31/2023 | SPYV | 18,317 | $854 | 12/31/2023 | Brown Miller Wealth Management LLC | 16,861 | $844 | 03/31/2024 | SPYV | 16,861 | $844 | 03/31/2024 | Pathstone Holdings LLC | 18,083 | $843 | 12/31/2023 | SPYV | 18,083 | $843 | 12/31/2023 | Gladstone Institutional Advisory LLC | 18,046 | $842 | 12/31/2023 | SPYV | 18,046 | $842 | 12/31/2023 | Elevated Capital Advisors LLC | 16,769 | $840 | 03/31/2024 | SPYV | 16,769 | $840 | 03/31/2024 | Lowe Brockenbrough & Co. Inc. | 17,981 | $838 | 12/31/2023 | SPYV | 17,981 | $838 | 12/31/2023 | Tempus Wealth Planning LLC | 16,694 | $836 | 03/31/2024 | SPYV | 16,694 | $836 | 03/31/2024 | Beaumont Financial Advisors LLC | 17,936 | $836 | 12/31/2023 | SPYV | 17,936 | $836 | 12/31/2023 | Proequities Inc. | 17,821 | $831 | 12/31/2023 | SPYV | 17,821 | $831 | 12/31/2023 | Advance Capital Management Inc. | 16,348 | $819 | 03/31/2024 | SPYV | 16,348 | $819 | 03/31/2024 | Greenleaf Trust | 17,550 | $818 | 12/31/2023 | SPYV | 17,550 | $818 | 12/31/2023 | Summit Trail Advisors LLC | 16,181 | $811 | 03/31/2024 | SPYV | 16,181 | $811 | 03/31/2024 | Capital Analysts LLC | 17,392 | $811 | 12/31/2023 | SPYV | 17,392 | $811 | 12/31/2023 | Garden State Investment Advisory Services LLC | 17,354 | $809 | 12/31/2023 | SPYV | 17,354 | $809 | 12/31/2023 | BCGM Wealth Management LLC | 17,223 | $803 | 12/31/2023 | SPYV | 17,223 | $803 | 12/31/2023 | Johnson Investment Counsel Inc. | 17,203 | $802 | 12/31/2023 | SPYV | 17,203 | $802 | 12/31/2023 | Transcend Wealth Collective LLC | 17,053 | $795 | 12/31/2023 | SPYV | 17,053 | $795 | 12/31/2023 | Mine & Arao Wealth Creation & Management LLC. | 16,716 | $779 | 12/31/2023 | SPYV | 16,716 | $779 | 12/31/2023 | White Pine Capital LLC | 16,589 | $774 | 12/31/2023 | SPYV | 16,589 | $774 | 12/31/2023 | AIFG Consultants Ltd. | 16,411 | $765 | 12/31/2023 | SPYV | 16,411 | $765 | 12/31/2023 | O Shaughnessy Asset Management LLC | 16,379 | $764 | 12/31/2023 | SPYV | 16,379 | $764 | 12/31/2023 | Mason Investment Advisory Services Inc. | 16,362 | $763 | 12/31/2023 | SPYV | 16,362 | $763 | 12/31/2023 | Lbmc Investment Advisors LLC | 15,175 | $760 | 03/31/2024 | SPYV | 15,175 | $760 | 03/31/2024 | Frazier Financial Advisors LLC | 16,309 | $760 | 12/31/2023 | SPYV | 16,309 | $760 | 12/31/2023 | Wallington Asset Management LLC | 15,070 | $755 | 03/31/2024 | SPYV | 15,070 | $755 | 03/31/2024 | Regal Investment Advisors LLC | 16,154 | $753 | 12/31/2023 | SPYV | 16,154 | $753 | 12/31/2023 | Wealthstream Advisors Inc. | 15,917 | $742 | 12/31/2023 | SPYV | 15,917 | $742 | 12/31/2023 | Cowa LLC | 15,865 | $740 | 12/31/2023 | SPYV | 15,865 | $740 | 12/31/2023 | Money Concepts Capital Corp | 15,829 | $738 | 12/31/2023 | SPYV | 15,829 | $738 | 12/31/2023 | Arkadios Wealth Advisors | 15,716 | $733 | 12/31/2023 | SPYV | 15,716 | $733 | 12/31/2023 | CAP Partners LLC | 14,601 | $731 | 03/31/2024 | SPYV | 14,601 | $731 | 03/31/2024 | Argent Advisors Inc. | 15,634 | $729 | 12/31/2023 | SPYV | 15,634 | $729 | 12/31/2023 | 626 Financial LLC | 14,377 | $720 | 03/31/2024 | SPYV | 14,377 | $720 | 03/31/2024 | AWM Capital LLC | 14,333 | $718 | 03/31/2024 | SPYV | 14,333 | $718 | 03/31/2024 | Wall Capital Group Inc. | 15,387 | $717 | 12/31/2023 | SPYV | 15,387 | $717 | 12/31/2023 | IMC Chicago LLC | 13,960 | $699 | 03/31/2024 | SPYV | 13,960 | $699 | 03/31/2024 | Nwam LLC | 14,854 | $693 | 12/31/2023 | SPYV | 14,854 | $693 | 12/31/2023 | Altfest L J & Co. Inc. | 13,606 | $682 | 03/31/2024 | SPYV | 13,606 | $682 | 03/31/2024 | Lantz Financial LLC | 13,621 | $682 | 03/31/2024 | SPYV | 13,621 | $682 | 03/31/2024 | ForthRight Wealth Management LLC | 13,573 | $680 | 03/31/2024 | SPYV | 13,573 | $680 | 03/31/2024 | PFG Investments LLC | 13,571 | $680 | 03/31/2024 | SPYV | 13,571 | $680 | 03/31/2024 | Empirical Asset Management LLC | 14,544 | $678 | 12/31/2023 | SPYV | 14,544 | $678 | 12/31/2023 | Blair William & Co. IL | 14,524 | $677 | 12/31/2023 | SPYV | 14,524 | $677 | 12/31/2023 | Marion Wealth Management | 13,139 | $658 | 03/31/2024 | SPYV | 13,139 | $658 | 03/31/2024 | Brown Advisory Inc. | 13,895 | $648 | 12/31/2023 | SPYV | 13,895 | $648 | 12/31/2023 | AQR Capital Management LLC | 13,872 | $647 | 12/31/2023 | SPYV | 13,872 | $647 | 12/31/2023 | First National Bank of Omaha | 13,837 | $645 | 12/31/2023 | SPYV | 13,837 | $645 | 12/31/2023 | WealthPLAN Partners LLC | 13,745 | $641 | 12/31/2023 | SPYV | 13,745 | $641 | 12/31/2023 | Founders Financial Alliance LLC | 13,553 | $632 | 12/31/2023 | SPYV | 13,553 | $632 | 12/31/2023 | Hengehold Capital Management LLC | 12,603 | $631 | 03/31/2024 | SPYV | 12,603 | $631 | 03/31/2024 | Coppell Advisory Solutions LLC | 13,419 | $626 | 12/31/2023 | SPYV | 13,419 | $626 | 12/31/2023 | Oarsman Capital Inc. | 13,405 | $625 | 12/31/2023 | SPYV | 13,405 | $625 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 13,399 | $625 | 12/31/2023 | SPYV | 13,399 | $625 | 12/31/2023 | Warren Street Wealth Advisors LLC | 13,370 | $623 | 12/31/2023 | SPYV | 13,370 | $623 | 12/31/2023 | WNY Asset Management LLC | 13,218 | $616 | 12/31/2023 | SPYV | 13,218 | $616 | 12/31/2023 | Mcdonald Partners LLC | 12,196 | $611 | 03/31/2024 | SPYV | 12,196 | $611 | 03/31/2024 | GM Advisory Group Inc. | 13,106 | $611 | 12/31/2023 | SPYV | 13,106 | $611 | 12/31/2023 | Tilson Financial Group Inc. | 13,063 | $609 | 12/31/2023 | SPYV | 13,063 | $609 | 12/31/2023 | Koshinski Asset Management Inc. | 13,047 | $608 | 12/31/2023 | SPYV | 13,047 | $608 | 12/31/2023 | Peterson Wealth Advisors LLC | 12,110 | $607 | 03/31/2024 | SPYV | 12,110 | $607 | 03/31/2024 | Geller Advisors LLC | 12,938 | $603 | 12/31/2023 | SPYV | 12,938 | $603 | 12/31/2023 | Camden Capital LLC | 12,828 | $598 | 12/31/2023 | SPYV | 12,828 | $598 | 12/31/2023 | MGB Wealth Management LLC | 12,783 | $596 | 12/31/2023 | SPYV | 12,783 | $596 | 12/31/2023 | HF Advisory Group LLC | 11,882 | $595 | 03/31/2024 | SPYV | 11,882 | $595 | 03/31/2024 | Fort Point Capital Partners LLC | 12,632 | $589 | 12/31/2023 | SPYV | 12,632 | $589 | 12/31/2023 | SOA Wealth Advisors LLC. | 11,542 | $578 | 03/31/2024 | SPYV | 11,542 | $578 | 03/31/2024 | MKT Advisors LLC | 11,779 | $574 | 03/31/2024 | SPYV | 11,779 | $574 | 03/31/2024 | Morningstar Investment Services LLC | 12,288 | $574 | 12/31/2023 | SPYV | 12,288 | $574 | 12/31/2023 | NBC Securities Inc. | 11,336 | $567 | 03/31/2024 | SPYV | 11,336 | $567 | 03/31/2024 | Swmg LLC | 12,122 | $565 | 12/31/2023 | SPYV | 12,122 | $565 | 12/31/2023 | Cassaday & Co Wealth Management LLC | 12,086 | $564 | 12/31/2023 | SPYV | 12,086 | $564 | 12/31/2023 | Detalus Advisors LLC | 11,961 | $558 | 12/31/2023 | SPYV | 11,961 | $558 | 12/31/2023 | GTS Securities LLC | 11,700 | $546 | 12/31/2023 | SPYV | 11,700 | $546 | 12/31/2023 | Community Bank N.A. | 11,678 | $545 | 12/31/2023 | SPYV | 11,678 | $545 | 12/31/2023 | Northwest Financial Advisors | 11,649 | $543 | 12/31/2023 | SPYV | 11,649 | $543 | 12/31/2023 | Beacon Financial Group | 11,352 | $529 | 12/31/2023 | SPYV | 11,352 | $529 | 12/31/2023 | Neuberger Berman Group LLC | 11,138 | $519 | 12/31/2023 | SPYV | 11,138 | $519 | 12/31/2023 | Investments & Financial Planning LLC | 11,099 | $518 | 12/31/2023 | SPYV | 11,099 | $518 | 12/31/2023 | Kraematon Investment Advisors Inc. | 11,085 | $517 | 12/31/2023 | SPYV | 11,085 | $517 | 12/31/2023 | Crescent Sterling Ltd. | 10,273 | $515 | 03/31/2024 | SPYV | 10,273 | $515 | 03/31/2024 | Capital Investment Advisory Services LLC | 10,908 | $509 | 12/31/2023 | SPYV | 10,908 | $509 | 12/31/2023 | MAI Capital Management | 10,854 | $506 | 12/31/2023 | SPYV | 10,854 | $506 | 12/31/2023 | Virtue Capital Management LLC | 10,823 | $504 | 12/31/2023 | SPYV | 10,823 | $504 | 12/31/2023 | Twin Capital Management Inc. | 10,748 | $501 | 12/31/2023 | SPYV | 10,748 | $501 | 12/31/2023 | Integrated Advisors Network LLC | 10,713 | $500 | 12/31/2023 | SPYV | 10,713 | $500 | 12/31/2023 | D. E. Shaw & Co. Inc. | 10,710 | $499 | 12/31/2023 | SPYV | 10,710 | $499 | 12/31/2023 | Financial Insights Inc. | 10,690 | $498 | 12/31/2023 | SPYV | 10,690 | $498 | 12/31/2023 | Sage Mountain Advisors LLC | 9,878 | $495 | 03/31/2024 | SPYV | 9,878 | $495 | 03/31/2024 | Fortis Group Advisors LLC | 10,519 | $491 | 12/31/2023 | SPYV | 10,519 | $491 | 12/31/2023 | Wallace Advisory Group LLC | 10,517 | $490 | 03/31/2024 | SPYV | 10,517 | $490 | 03/31/2024 | Arbor Wealth Advisors LLC | 9,650 | $483 | 03/31/2024 | SPYV | 9,650 | $483 | 03/31/2024 | Schechter Investment Advisors LLC | 10,341 | $482 | 12/31/2023 | SPYV | 10,341 | $482 | 12/31/2023 | Darwin Advisors LLC | 10,286 | $480 | 12/31/2023 | SPYV | 10,286 | $480 | 12/31/2023 | Farmers & Merchants Trust Co of Chambersburg PA | 10,286 | $480 | 12/31/2023 | SPYV | 10,286 | $480 | 12/31/2023 | Strategic Blueprint LLC | 9,556 | $479 | 03/31/2024 | SPYV | 9,556 | $479 | 03/31/2024 | HBW Advisory Services LLC | 10,262 | $479 | 03/31/2024 | SPYV | 10,262 | $479 | 03/31/2024 | Cullen Frost Bankers Inc. | 10,269 | $479 | 12/31/2023 | SPYV | 10,269 | $479 | 12/31/2023 | MBL Wealth LLC | 9,472 | $475 | 03/31/2024 | SPYV | 9,472 | $475 | 03/31/2024 | Ironwood Financial llc | 9,447 | $473 | 03/31/2024 | SPYV | 9,447 | $473 | 03/31/2024 | Confluence Wealth Services Inc. | 9,439 | $473 | 03/31/2024 | SPYV | 9,439 | $473 | 03/31/2024 | Snowden Capital Advisors LLC | 10,018 | $467 | 12/31/2023 | SPYV | 10,018 | $467 | 12/31/2023 | The PNC Financial Services Group Inc. | 9,955 | $464 | 12/31/2023 | SPYV | 9,955 | $464 | 12/31/2023 | Aviso Wealth Management | 9,924 | $463 | 12/31/2023 | SPYV | 9,924 | $463 | 12/31/2023 | Carnegie Capital Asset Management LLC | 9,904 | $462 | 12/31/2023 | SPYV | 9,904 | $462 | 12/31/2023 | Continuum Advisory LLC | 9,801 | $458 | 12/31/2023 | SPYV | 9,801 | $458 | 12/31/2023 | Investment Partners LTD. | 9,002 | $451 | 03/31/2024 | SPYV | 9,002 | $451 | 03/31/2024 | Xponance Inc. | 9,663 | $451 | 12/31/2023 | SPYV | 9,663 | $451 | 12/31/2023 | Somerset Trust Co | 8,913 | $447 | 03/31/2024 | SPYV | 8,913 | $447 | 03/31/2024 | Hudson Valley Investment Advisors Inc. ADV | 8,905 | $446 | 03/31/2024 | SPYV | 8,905 | $446 | 03/31/2024 | Fragasso Group Inc. | 8,781 | $440 | 03/31/2024 | SPYV | 8,781 | $440 | 03/31/2024 | Acorn Wealth Advisors LLC | 9,337 | $435 | 12/31/2023 | SPYV | 9,337 | $435 | 12/31/2023 | Dynamic Advisor Solutions LLC | 8,617 | $432 | 03/31/2024 | SPYV | 8,617 | $432 | 03/31/2024 | Buckingham Strategic Wealth LLC | 9,170 | $428 | 12/31/2023 | SPYV | 9,170 | $428 | 12/31/2023 | DGS Capital Management LLC | 8,293 | $415 | 03/31/2024 | SPYV | 8,293 | $415 | 03/31/2024 | Blue Bell Private Wealth Management LLC | 8,893 | $415 | 12/31/2023 | SPYV | 8,893 | $415 | 12/31/2023 | Bremer Bank National Association | 8,162 | $409 | 03/31/2024 | SPYV | 8,162 | $409 | 03/31/2024 | Wolf Group Capital Advisors | 9,465 | $409 | 12/31/2023 | SPYV | 9,465 | $409 | 12/31/2023 | Twelve Points Wealth Management LLC | 8,081 | $405 | 03/31/2024 | SPYV | 8,081 | $405 | 03/31/2024 | Atlas Private Wealth Advisors | 8,663 | $404 | 12/31/2023 | SPYV | 8,663 | $404 | 12/31/2023 | Trueblood Wealth Management LLC | 8,668 | $404 | 12/31/2023 | SPYV | 8,668 | $404 | 12/31/2023 | Retirement Group LLC | 8,620 | $402 | 12/31/2023 | SPYV | 8,620 | $402 | 12/31/2023 | AlphaMark Advisors LLC | 8,011 | $401 | 03/31/2024 | SPYV | 8,011 | $401 | 03/31/2024 | Clarity Capital Advisors LLC | 7,932 | $397 | 03/31/2024 | SPYV | 7,932 | $397 | 03/31/2024 | Independent Advisor Alliance | 8,457 | $394 | 12/31/2023 | SPYV | 8,457 | $394 | 12/31/2023 | Exencial Wealth Advisors LLC | 8,387 | $391 | 12/31/2023 | SPYV | 8,387 | $391 | 12/31/2023 | Soltis Investment Advisors LLC | 8,387 | $391 | 12/31/2023 | SPYV | 8,387 | $391 | 12/31/2023 | MCF Advisors LLC | 7,767 | $389 | 03/31/2024 | SPYV | 7,767 | $389 | 03/31/2024 | Fiduciary Group LLC | 8,332 | $389 | 12/31/2023 | SPYV | 8,332 | $389 | 12/31/2023 | The Manufacturers Life Insurance Company | 8,270 | $386 | 12/31/2023 | SPYV | 8,270 | $386 | 12/31/2023 | Lion Street Advisors LLC | 8,234 | $384 | 03/31/2024 | SPYV | 8,234 | $384 | 03/31/2024 | Inspire Advisors LLC | 8,155 | $380 | 12/31/2023 | SPYV | 8,155 | $380 | 12/31/2023 | BKD Wealth Advisors LLC | 7,558 | $379 | 03/31/2024 | SPYV | 7,558 | $379 | 03/31/2024 | Accurate Wealth Management LLC | 7,925 | $379 | 03/31/2024 | SPYV | 7,925 | $379 | 03/31/2024 | Richard W. Paul & Associates LLC | 8,044 | $375 | 12/31/2023 | SPYV | 8,044 | $375 | 12/31/2023 | Centaurus Financial Inc. | 8,004 | $373 | 12/31/2023 | SPYV | 8,004 | $373 | 12/31/2023 | Iowa State Bank | 7,400 | $371 | 03/31/2024 | SPYV | 7,400 | $371 | 03/31/2024 | Frisch Financial Group Inc. | 7,943 | $370 | 12/31/2023 | SPYV | 7,943 | $370 | 12/31/2023 | Cahaba Wealth Management Inc. | 7,359 | $369 | 03/31/2024 | SPYV | 7,359 | $369 | 03/31/2024 | Cape Investment Advisory Inc. | 7,846 | $366 | 12/31/2023 | SPYV | 7,846 | $366 | 12/31/2023 | Hoge Financial Services LLC | 7,854 | $366 | 12/31/2023 | SPYV | 7,854 | $366 | 12/31/2023 | Sigma Planning Corp | 7,825 | $365 | 12/31/2023 | SPYV | 7,825 | $365 | 12/31/2023 | Belpointe Asset Management LLC | 7,833 | $365 | 12/31/2023 | SPYV | 7,833 | $365 | 12/31/2023 | Sterling Investment Counsel LLC | 7,825 | $365 | 12/31/2023 | SPYV | 7,825 | $365 | 12/31/2023 | Kovack Advisors Inc. | 7,258 | $364 | 03/31/2024 | SPYV | 7,258 | $364 | 03/31/2024 | Erickson Financial Group LLC | 7,815 | $364 | 12/31/2023 | SPYV | 7,815 | $364 | 12/31/2023 | Invera Wealth Advisors LLC | 7,460 | $354 | 03/31/2024 | SPYV | 7,460 | $354 | 03/31/2024 | Zega Financial LLC | 7,597 | $354 | 12/31/2023 | SPYV | 7,597 | $354 | 12/31/2023 | Smallwood Wealth Investment Management LLC | 7,592 | $354 | 12/31/2023 | SPYV | 7,592 | $354 | 12/31/2023 | Narus Financial Partners LLC | 7,049 | $353 | 03/31/2024 | SPYV | 7,049 | $353 | 03/31/2024 | Accel Wealth Management | 7,002 | $351 | 03/31/2024 | SPYV | 7,002 | $351 | 03/31/2024 | Northeast Investment Management | 7,532 | $351 | 12/31/2023 | SPYV | 7,532 | $351 | 12/31/2023 | Oppenheimer Asset Management Inc. | 7,503 | $350 | 12/31/2023 | SPYV | 7,503 | $350 | 12/31/2023 | Concorde Asset Management LLC | 7,495 | $349 | 12/31/2023 | SPYV | 7,495 | $349 | 12/31/2023 | TrinityPoint Wealth LLC | 7,486 | $349 | 12/31/2023 | SPYV | 7,486 | $349 | 12/31/2023 | Grimes & Company Inc. | 6,903 | $346 | 03/31/2024 | SPYV | 6,903 | $346 | 03/31/2024 | Mustard Seed Financial LLC | 6,852 | $343 | 03/31/2024 | SPYV | 6,852 | $343 | 03/31/2024 | Brio Consultants LLC | 7,336 | $342 | 12/31/2023 | SPYV | 7,336 | $342 | 12/31/2023 | Phillips Financial Management LLC | 6,782 | $340 | 03/31/2024 | SPYV | 6,782 | $340 | 03/31/2024 | Family Wealth Group LLC | 7,295 | $340 | 12/31/2023 | SPYV | 7,295 | $340 | 12/31/2023 | Ballast Inc. | 7,264 | $339 | 12/31/2023 | SPYV | 7,264 | $339 | 12/31/2023 | Greystone Financial Group LLC | 6,677 | $335 | 03/31/2024 | SPYV | 6,677 | $335 | 03/31/2024 | QRG Capital Management Inc. | 7,173 | $334 | 12/31/2023 | SPYV | 7,173 | $334 | 12/31/2023 | Flow Traders U.S. LLC | 7,114 | $332 | 12/31/2023 | SPYV | 7,114 | $332 | 12/31/2023 | Grandview Asset Management LLC | 6,595 | $330 | 03/31/2024 | SPYV | 6,595 | $330 | 03/31/2024 | Sharper & Granite LLC | 6,695 | $330 | 03/31/2024 | SPYV | 6,695 | $330 | 03/31/2024 | Cascade Investment Advisors Inc. | 7,080 | $330 | 12/31/2023 | SPYV | 7,080 | $330 | 12/31/2023 | Retirement Planning Co of New England Inc. | 7,058 | $329 | 12/31/2023 | SPYV | 7,058 | $329 | 12/31/2023 | Signal Advisors Wealth LLC | 6,498 | $326 | 03/31/2024 | SPYV | 6,498 | $326 | 03/31/2024 | Vawter Financial Ltd. | 6,945 | $324 | 12/31/2023 | SPYV | 6,945 | $324 | 12/31/2023 | Beacon Financial Advisory LLC | 6,935 | $323 | 12/31/2023 | SPYV | 6,935 | $323 | 12/31/2023 | Buckingham Strategic Partners | 6,872 | $320 | 12/31/2023 | SPYV | 6,872 | $320 | 12/31/2023 | Ballentine Partners LLC | 6,354 | $318 | 03/31/2024 | SPYV | 6,354 | $318 | 03/31/2024 | Moors & Cabot Inc. | 6,812 | $318 | 12/31/2023 | SPYV | 6,812 | $318 | 12/31/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,796 | $317 | 12/31/2023 | SPYV | 6,796 | $317 | 12/31/2023 | Catalytic Wealth RIA LLC | 6,753 | $315 | 12/31/2023 | SPYV | 6,753 | $315 | 12/31/2023 | OLD Second National Bank of Aurora | 6,690 | $312 | 12/31/2023 | SPYV | 6,690 | $312 | 12/31/2023 | Focused Wealth Management Inc | 6,640 | $310 | 12/31/2023 | SPYV | 6,640 | $310 | 12/31/2023 | USAdvisors Wealth Management LLC | 6,652 | $310 | 12/31/2023 | SPYV | 6,652 | $310 | 12/31/2023 | Heritage Wealth Management Inc. CA | 6,629 | $309 | 12/31/2023 | SPYV | 6,629 | $309 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 6,080 | $305 | 03/31/2024 | SPYV | 6,080 | $305 | 03/31/2024 | Rossmore Private Capital | 6,538 | $305 | 12/31/2023 | SPYV | 6,538 | $305 | 12/31/2023 | Apollon Wealth Management LLC | 6,493 | $303 | 12/31/2023 | SPYV | 6,493 | $303 | 12/31/2023 | MB Generational Wealth LLC | 6,431 | $300 | 12/31/2023 | SPYV | 6,431 | $300 | 12/31/2023 | Security Financial Services INC. | 5,956 | $298 | 03/31/2024 | SPYV | 5,956 | $298 | 03/31/2024 | Smithfield Trust Co. | 6,400 | $298 | 12/31/2023 | SPYV | 6,400 | $298 | 12/31/2023 | Arrowroot Family Office LLC | 6,380 | $297 | 12/31/2023 | SPYV | 6,380 | $297 | 12/31/2023 | GoalVest Advisory LLC | 5,918 | $296 | 03/31/2024 | SPYV | 5,918 | $296 | 03/31/2024 | Mission Creek Capital Partners Inc. | 6,353 | $296 | 12/31/2023 | SPYV | 6,353 | $296 | 12/31/2023 | Thrive Capital Management LLC | 6,262 | $292 | 12/31/2023 | SPYV | 6,262 | $292 | 12/31/2023 | Kingswood Wealth Advisors LLC | 5,810 | $291 | 03/31/2024 | SPYV | 5,810 | $291 | 03/31/2024 | Ashton Thomas Private Wealth LLC | 5,802 | $291 | 03/31/2024 | SPYV | 5,802 | $291 | 03/31/2024 | Sei Investments Co. | 6,113 | $285 | 12/31/2023 | SPYV | 6,113 | $285 | 12/31/2023 | Essex Savings Bank | 5,985 | $279 | 03/31/2024 | SPYV | 5,985 | $279 | 03/31/2024 | Brogan Financial Inc. | 5,976 | $279 | 12/31/2023 | SPYV | 5,976 | $279 | 12/31/2023 | Main Street Financial Solutions LLC | 5,344 | $268 | 03/31/2024 | SPYV | 5,344 | $268 | 03/31/2024 | Traynor Capital Management Inc. | 5,329 | $267 | 03/31/2024 | SPYV | 5,329 | $267 | 03/31/2024 | Stiles Financial Services Inc | 5,683 | $265 | 12/31/2023 | SPYV | 5,683 | $265 | 12/31/2023 | Gill Capital Partners LLC | 5,622 | $262 | 12/31/2023 | SPYV | 5,622 | $262 | 12/31/2023 | Helen Stephens Group LLC | 5,167 | $259 | 03/31/2024 | SPYV | 5,167 | $259 | 03/31/2024 | Wilbanks Smith & Thomas Asset Management LLC | 5,536 | $258 | 12/31/2023 | SPYV | 5,536 | $258 | 12/31/2023 | Everhart Financial Group Inc. | 5,531 | $258 | 12/31/2023 | SPYV | 5,531 | $258 | 12/31/2023 | Goldstein Advisors LLC | 5,533 | $258 | 12/31/2023 | SPYV | 5,533 | $258 | 12/31/2023 | Cambridge Advisors Inc. | 5,130 | $257 | 03/31/2024 | SPYV | 5,130 | $257 | 03/31/2024 | Financial Management Network Inc. | 5,252 | $257 | 03/31/2024 | SPYV | 5,252 | $257 | 03/31/2024 | Alpha Cubed Investments LLC | 5,118 | $256 | 03/31/2024 | SPYV | 5,118 | $256 | 03/31/2024 | Redwood Investment Management LLC | 5,499 | $256 | 12/31/2023 | SPYV | 5,499 | $256 | 12/31/2023 | Tranquility Partners LLC | 5,471 | $255 | 12/31/2023 | SPYV | 5,471 | $255 | 12/31/2023 | Northwest Capital Management Inc | 5,062 | $254 | 03/31/2024 | SPYV | 5,062 | $254 | 03/31/2024 | Victory Financial Group LLC | 5,434 | $253 | 12/31/2023 | SPYV | 5,434 | $253 | 12/31/2023 | Interchange Capital Partners LLC | 5,382 | $251 | 12/31/2023 | SPYV | 5,382 | $251 | 12/31/2023 | Newbridge Financial Services Group Inc. | 5,392 | $251 | 12/31/2023 | SPYV | 5,392 | $251 | 12/31/2023 | Pinnacle Bank | 4,930 | $247 | 03/31/2024 | SPYV | 4,930 | $247 | 03/31/2024 | Excalibur Management Corp | 5,290 | $247 | 12/31/2023 | SPYV | 5,290 | $247 | 12/31/2023 | Trexquant Investment LP | 5,294 | $247 | 12/31/2023 | SPYV | 5,294 | $247 | 12/31/2023 | TCG Advisory Services LLC | 5,190 | $242 | 12/31/2023 | SPYV | 5,190 | $242 | 12/31/2023 | Empower Advisory Group LLC | 5,195 | $242 | 12/31/2023 | SPYV | 5,195 | $242 | 12/31/2023 | Guardian Wealth Advisors LLC | 5,151 | $240 | 12/31/2023 | SPYV | 5,151 | $240 | 12/31/2023 | AA Financial Advisors LLC | 5,142 | $240 | 12/31/2023 | SPYV | 5,142 | $240 | 12/31/2023 | TAP Consulting LLC | 4,757 | $238 | 03/31/2024 | SPYV | 4,757 | $238 | 03/31/2024 | Advisory Services Network LLC | 5,109 | $238 | 12/31/2023 | SPYV | 5,109 | $238 | 12/31/2023 | Wade G W & Inc. | 5,090 | $237 | 12/31/2023 | SPYV | 5,090 | $237 | 12/31/2023 | Keybank National Association OH | 5,042 | $235 | 12/31/2023 | SPYV | 5,042 | $235 | 12/31/2023 | Droms Strauss Advisors Inc. MO ADV | 5,021 | $234 | 12/31/2023 | SPYV | 5,021 | $234 | 12/31/2023 | SFG Wealth Management LLC. | 5,023 | $234 | 12/31/2023 | SPYV | 5,023 | $234 | 12/31/2023 | Lcnb Corp | 5,000 | $233 | 12/31/2023 | SPYV | 5,000 | $233 | 12/31/2023 | Chicago Wealth Management Inc. | 4,949 | $231 | 12/31/2023 | SPYV | 4,949 | $231 | 12/31/2023 | Concord Wealth Partners | 4,951 | $231 | 12/31/2023 | SPYV | 4,951 | $231 | 12/31/2023 | Venture Visionary Partners LLC | 4,870 | $227 | 12/31/2023 | SPYV | 4,870 | $227 | 12/31/2023 | Bill Few Associates Inc. | 4,520 | $226 | 03/31/2024 | SPYV | 4,520 | $226 | 03/31/2024 | CIBC World Markets Inc. | 4,850 | $226 | 12/31/2023 | SPYV | 4,850 | $226 | 12/31/2023 | Integrated Capital Management Inc. | 4,482 | $225 | 03/31/2024 | SPYV | 4,482 | $225 | 03/31/2024 | Walkner Condon Financial Advisors LLC | 4,468 | $224 | 03/31/2024 | SPYV | 4,468 | $224 | 03/31/2024 | Norris Perne & French LLP MI | 4,451 | $223 | 03/31/2024 | SPYV | 4,451 | $223 | 03/31/2024 | Apella Capital LLC | 4,498 | $222 | 03/31/2024 | SPYV | 4,498 | $222 | 03/31/2024 | Vista Investment Management | 4,720 | $220 | 12/31/2023 | SPYV | 4,720 | $220 | 12/31/2023 | Fusion Family Wealth LLC | 4,706 | $219 | 12/31/2023 | SPYV | 4,706 | $219 | 12/31/2023 | Valley National Advisers Inc. | 4,352 | $218 | 03/31/2024 | SPYV | 4,352 | $218 | 03/31/2024 | Hirtle Callaghan & Co LLC | 4,670 | $218 | 12/31/2023 | SPYV | 4,670 | $218 | 12/31/2023 | Consolidated Portfolio Review Corp | 4,674 | $218 | 12/31/2023 | SPYV | 4,674 | $218 | 12/31/2023 | McKinley Carter Wealth Services Inc. | 4,652 | $217 | 12/31/2023 | SPYV | 4,652 | $217 | 12/31/2023 | Private Client Services LLC | 4,638 | $216 | 12/31/2023 | SPYV | 4,638 | $216 | 12/31/2023 | VCI Wealth Management LLC | 4,604 | $215 | 12/31/2023 | SPYV | 4,604 | $215 | 12/31/2023 | Howard Capital Management Group LLC | 4,273 | $214 | 03/31/2024 | SPYV | 4,273 | $214 | 03/31/2024 | Golden State Equity Partners | 4,591 | $214 | 12/31/2023 | SPYV | 4,591 | $214 | 12/31/2023 | Tidemark LLC | 4,541 | $212 | 12/31/2023 | SPYV | 4,541 | $212 | 12/31/2023 | Forza Wealth Management LLC | 4,165 | $209 | 03/31/2024 | SPYV | 4,165 | $209 | 03/31/2024 | Fisher Asset Management LLC | 4,319 | $201 | 12/31/2023 | SPYV | 4,319 | $201 | 12/31/2023 | LexAurum Advisors LLC | 4,000 | $200 | 03/31/2024 | SPYV | 4,000 | $200 | 03/31/2024 | Liberty Wealth Management LLC | 4,218 | $197 | 12/31/2023 | SPYV | 4,218 | $197 | 12/31/2023 | Atwood & Palmer Inc. | 3,765 | $189 | 03/31/2024 | SPYV | 3,765 | $189 | 03/31/2024 | Winch Advisory Services LLC | 4,009 | $187 | 12/31/2023 | SPYV | 4,009 | $187 | 12/31/2023 | Oliver Lagore Vanvalin Investment Group | 3,663 | $171 | 12/31/2023 | SPYV | 3,663 | $171 | 12/31/2023 | Huntington National Bank | 3,513 | $164 | 12/31/2023 | SPYV | 3,513 | $164 | 12/31/2023 | Indiana Trust & Investment Management CO | 3,155 | $158 | 03/31/2024 | SPYV | 3,155 | $158 | 03/31/2024 | Signaturefd LLC | 3,198 | $149 | 12/31/2023 | SPYV | 3,198 | $149 | 12/31/2023 | Evermay Wealth Management LLC | 3,179 | $148 | 12/31/2023 | SPYV | 3,179 | $148 | 12/31/2023 | PrairieView Partners LLC | 3,165 | $148 | 12/31/2023 | SPYV | 3,165 | $148 | 12/31/2023 | Pin Oak Investment Advisors Inc. | 3,026 | $141 | 12/31/2023 | SPYV | 3,026 | $141 | 12/31/2023 | O Dell Group LLC | 2,843 | $133 | 12/31/2023 | SPYV | 2,843 | $133 | 12/31/2023 | Colonial Trust Co SC | 2,800 | $131 | 12/31/2023 | SPYV | 2,800 | $131 | 12/31/2023 | Bogart Wealth LLC | 2,743 | $128 | 12/31/2023 | SPYV | 2,743 | $128 | 12/31/2023 | Ballast Advisors LLC | 2,722 | $127 | 12/31/2023 | SPYV | 2,722 | $127 | 12/31/2023 | Ancora Advisors LLC | 2,570 | $120 | 12/31/2023 | SPYV | 2,570 | $120 | 12/31/2023 | JFS Wealth Advisors LLC | 2,564 | $120 | 12/31/2023 | SPYV | 2,564 | $120 | 12/31/2023 | Simplex Trading LLC | 2,565 | $119 | 12/31/2023 | SPYV | 2,565 | $119 | 12/31/2023 | Thompson Investment Management Inc. | 2,302 | $115 | 03/31/2024 | SPYV | 2,302 | $115 | 03/31/2024 | Glassman Wealth Services | 2,410 | $112 | 12/31/2023 | SPYV | 2,410 | $112 | 12/31/2023 | Mather Group LLC. | 2,365 | $110 | 03/31/2024 | SPYV | 2,365 | $110 | 03/31/2024 | Aspire Private Capital LLC | 2,137 | $107 | 03/31/2024 | SPYV | 2,137 | $107 | 03/31/2024 | Heritage Wealth Advisors | 2,200 | $103 | 12/31/2023 | SPYV | 2,200 | $103 | 12/31/2023 | Clear Investment Research LLC | 2,204 | $103 | 12/31/2023 | SPYV | 2,204 | $103 | 12/31/2023 | Cedar Wealth Management LLC | 2,130 | $99 | 12/31/2023 | SPYV | 2,130 | $99 | 12/31/2023 | Coston McIsaac & Partners | 1,917 | $96 | 03/31/2024 | SPYV | 1,917 | $96 | 03/31/2024 | Wetzel Investment Advisors Inc. | 2,022 | $96 | 03/31/2024 | SPYV | 2,022 | $96 | 03/31/2024 | Trust Co. of Vermont | 2,048 | $95 | 12/31/2023 | SPYV | 2,048 | $95 | 12/31/2023 | Johnson Financial Group Inc. | 2,006 | $94 | 12/31/2023 | SPYV | 2,006 | $94 | 12/31/2023 | Main Street Group LTD | 1,980 | $92 | 12/31/2023 | SPYV | 1,980 | $92 | 12/31/2023 | Halpern Financial Inc. | 1,850 | $91 | 03/31/2024 | SPYV | 1,850 | $91 | 03/31/2024 | ORG Partners LLC | 1,872 | $87 | 12/31/2023 | SPYV | 1,872 | $87 | 12/31/2023 | Private Ocean LLC | 1,685 | $84 | 03/31/2024 | SPYV | 1,685 | $84 | 03/31/2024 | Future Financial Wealth Managment LLC | 1,627 | $82 | 03/31/2024 | SPYV | 1,627 | $82 | 03/31/2024 | AlphaCore Capital LLC | 1,644 | $77 | 12/31/2023 | SPYV | 1,644 | $77 | 12/31/2023 | Richardson Financial Services Inc. | 1,635 | $76 | 12/31/2023 | SPYV | 1,635 | $76 | 12/31/2023 | Aptus Capital Advisors LLC | 1,498 | $70 | 12/31/2023 | SPYV | 1,498 | $70 | 12/31/2023 | Register Financial Advisors LLC | 1,385 | $69 | 03/31/2024 | SPYV | 1,385 | $69 | 03/31/2024 | Nvwm LLC | 1,461 | $68 | 12/31/2023 | SPYV | 1,461 | $68 | 12/31/2023 | Westside Investment Management Inc. | 1,257 | $63 | 03/31/2024 | SPYV | 1,257 | $63 | 03/31/2024 | Qube Research & Technologies Ltd | 1,360 | $63 | 12/31/2023 | SPYV | 1,360 | $63 | 12/31/2023 | Optimum Investment Advisors | 1,200 | $60 | 03/31/2024 | SPYV | 1,200 | $60 | 03/31/2024 | Oxford Financial Group Ltd. | 1,266 | $59 | 12/31/2023 | SPYV | 1,266 | $59 | 12/31/2023 | Family Management Corp | 1,266 | $59 | 12/31/2023 | SPYV | 1,266 | $59 | 12/31/2023 | Gradient Investments LLC | 1,152 | $58 | 03/31/2024 | SPYV | 1,152 | $58 | 03/31/2024 | Farther Finance Advisors LLC | 1,234 | $58 | 12/31/2023 | SPYV | 1,234 | $58 | 12/31/2023 | Venturi Wealth Management LLC | 1,122 | $56 | 03/31/2024 | SPYV | 1,122 | $56 | 03/31/2024 | Atlas Capital Advisors LLC | 1,095 | $55 | 03/31/2024 | SPYV | 1,095 | $55 | 03/31/2024 | Spotlight Asset Group Inc. | 1,188 | $55 | 12/31/2023 | SPYV | 1,188 | $55 | 12/31/2023 | McClarren Financial Advisors Inc. | 1,155 | $54 | 12/31/2023 | SPYV | 1,155 | $54 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 1,159 | $54 | 12/31/2023 | SPYV | 1,159 | $54 | 12/31/2023 | Asset Dedication LLC | 1,049 | $53 | 03/31/2024 | SPYV | 1,049 | $53 | 03/31/2024 | Coastal Investment Advisors Inc. | 974 | $49 | 03/31/2024 | SPYV | 974 | $49 | 03/31/2024 | Parallel Advisors LLC | 1,058 | $49 | 12/31/2023 | SPYV | 1,058 | $49 | 12/31/2023 | Quadrant Capital Group LLC | 1,000 | $47 | 12/31/2023 | SPYV | 1,000 | $47 | 12/31/2023 | Cassady Schiller Wealth Management LLC | 913 | $43 | 12/31/2023 | SPYV | 913 | $43 | 12/31/2023 | Voisard Asset Management Group Inc. | 831 | $42 | 03/31/2024 | SPYV | 831 | $42 | 03/31/2024 | First Horizon Advisors Inc. | 908 | $42 | 12/31/2023 | SPYV | 908 | $42 | 12/31/2023 | Tortoise Investment Management LLC | 900 | $42 | 12/31/2023 | SPYV | 900 | $42 | 12/31/2023 | Grand Wealth Management LLC | 841 | $39 | 12/31/2023 | SPYV | 841 | $39 | 12/31/2023 | Clearstead Advisors LLC | 822 | $38 | 12/31/2023 | SPYV | 822 | $38 | 12/31/2023 | Sunbelt Securities Inc. | 746 | $37 | 03/31/2024 | SPYV | 746 | $37 | 03/31/2024 | Creekmur Asset Management LLC | 786 | $37 | 12/31/2023 | SPYV | 786 | $37 | 12/31/2023 | Vima LLC | 769 | $36 | 12/31/2023 | SPYV | 769 | $36 | 12/31/2023 | Salem Investment Counselors Inc. | 693 | $35 | 03/31/2024 | SPYV | 693 | $35 | 03/31/2024 | Whittier Trust Co. of Nevada Inc. | 759 | $35 | 12/31/2023 | SPYV | 759 | $35 | 12/31/2023 | Wolff Wiese Magana LLC | 653 | $33 | 03/31/2024 | SPYV | 653 | $33 | 03/31/2024 | Citigroup Inc. | 659 | $31 | 12/31/2023 | SPYV | 659 | $31 | 12/31/2023 | Hartford Financial Management Inc. | 672 | $31 | 12/31/2023 | SPYV | 672 | $31 | 12/31/2023 | Team Financial Group LLC | 643 | $30 | 12/31/2023 | SPYV | 643 | $30 | 12/31/2023 | Carolinas Wealth Consulting LLC | 613 | $29 | 12/31/2023 | SPYV | 613 | $29 | 12/31/2023 | EdgeRock Capital LLC | 625 | $29 | 12/31/2023 | SPYV | 625 | $29 | 12/31/2023 | Plante Moran Financial Advisors LLC | 605 | $28 | 12/31/2023 | SPYV | 605 | $28 | 12/31/2023 | Carmichael Hill & Associates Inc. | 591 | $28 | 12/31/2023 | SPYV | 591 | $28 | 12/31/2023 | Foster Dykema Cabot & Partners LLC | 569 | $27 | 12/31/2023 | SPYV | 569 | $27 | 12/31/2023 | American National Bank | 513 | $26 | 03/31/2024 | SPYV | 513 | $26 | 03/31/2024 | Bartlett & Co. LLC | 544 | $25 | 12/31/2023 | SPYV | 544 | $25 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 544 | $25 | 12/31/2023 | SPYV | 544 | $25 | 12/31/2023 | CVA Family Office LLC | 480 | $24 | 03/31/2024 | SPYV | 480 | $24 | 03/31/2024 | NBT Bank N A NY | 462 | $22 | 12/31/2023 | SPYV | 462 | $22 | 12/31/2023 | Smartleaf Asset Management LLC | 474 | $22 | 12/31/2023 | SPYV | 474 | $22 | 12/31/2023 | Abich Financial Wealth Management LLC | 448 | $21 | 12/31/2023 | SPYV | 448 | $21 | 12/31/2023 | Woodmont Investment Counsel LLC | 400 | $20 | 03/31/2024 | SPYV | 400 | $20 | 03/31/2024 | Game Plan Financial Advisors LLC | 375 | $19 | 03/31/2024 | SPYV | 375 | $19 | 03/31/2024 | Byrne Asset Management LLC | 360 | $18 | 03/31/2024 | SPYV | 360 | $18 | 03/31/2024 | Farmers & Merchants Investments Inc. | 340 | $17 | 03/31/2024 | SPYV | 340 | $17 | 03/31/2024 | City Holding Co. | 315 | $16 | 03/31/2024 | SPYV | 315 | $16 | 03/31/2024 | Deutsche Bank AG | 350 | $16 | 12/31/2023 | SPYV | 350 | $16 | 12/31/2023 | Cutler Group LP | | $15 | 03/31/2024 | Call | 1,900 | $15 | 03/31/2024 | Put | 2,900 | $0 | 03/31/2024 | Baystate Wealth Management LLC | 325 | $15 | 12/31/2023 | SPYV | 325 | $15 | 12/31/2023 | Prestige Wealth Management Group LLC | 315 | $15 | 12/31/2023 | SPYV | 315 | $15 | 12/31/2023 | Cardiff Park Advisors LLC | 328 | $15 | 12/31/2023 | SPYV | 328 | $15 | 12/31/2023 | Impact Partnership Wealth LLC | 325 | $15 | 12/31/2023 | SPYV | 325 | $15 | 12/31/2023 | Able Wealth Management LLC | 329 | $15 | 12/31/2023 | SPYV | 329 | $15 | 12/31/2023 | Capital Advisors Ltd. LLC | 275 | $14 | 03/31/2024 | SPYV | 275 | $14 | 03/31/2024 | Sound Income Strategies LLC | 260 | $13 | 03/31/2024 | SPYV | 260 | $13 | 03/31/2024 | Parkside Financial Bank & Trust | 281 | $13 | 12/31/2023 | SPYV | 281 | $13 | 12/31/2023 | Planned Solutions Inc. | 276 | $13 | 12/31/2023 | SPYV | 276 | $13 | 12/31/2023 | Paladin Advisory Group LLC | 281 | $13 | 12/31/2023 | SPYV | 281 | $13 | 12/31/2023 | Horizon Bancorp Inc. IN | 240 | $12 | 03/31/2024 | SPYV | 240 | $12 | 03/31/2024 | SRS Capital Advisors Inc. | 259 | $12 | 12/31/2023 | SPYV | 259 | $12 | 12/31/2023 | Cherry Tree Wealth Management LLC | 259 | $12 | 12/31/2023 | SPYV | 259 | $12 | 12/31/2023 | WASHINGTON TRUST Co | 225 | $11 | 03/31/2024 | SPYV | 225 | $11 | 03/31/2024 | Goodman Advisory Group LLC | 245 | $11 | 12/31/2023 | SPYV | 245 | $11 | 12/31/2023 | VisionPoint Advisory Group LLC | 206 | $10 | 12/31/2023 | SPYV | 206 | $10 | 12/31/2023 | Global Wealth Strategies & Associates | 152 | $8 | 03/31/2024 | SPYV | 152 | $8 | 03/31/2024 | Kayne Anderson Rudnick Investment Management LLC | 178 | $8 | 12/31/2023 | SPYV | 178 | $8 | 12/31/2023 | GeoWealth Management LLC | 144 | $7 | 12/31/2023 | SPYV | 144 | $7 | 12/31/2023 | Provence Wealth Management Group | 154 | $7 | 12/31/2023 | SPYV | 154 | $7 | 12/31/2023 | Cambridge Trust Co. | 120 | $6 | 12/31/2023 | SPYV | 120 | $6 | 12/31/2023 | M&R Capital Management Inc. | 106 | $5 | 03/31/2024 | SPYV | 106 | $5 | 03/31/2024 | Tower Research Capital LLC TRC | 100 | $5 | 12/31/2023 | SPYV | 100 | $5 | 12/31/2023 | Versant Capital Management Inc | 84 | $4 | 03/31/2024 | SPYV | 84 | $4 | 03/31/2024 | FSC Wealth Advisors LLC | 78 | $4 | 03/31/2024 | SPYV | 78 | $4 | 03/31/2024 | National Bank of Canada FI | 96 | $4 | 12/31/2023 | SPYV | 96 | $4 | 12/31/2023 | New Millennium Group LLC | 85 | $4 | 12/31/2023 | SPYV | 85 | $4 | 12/31/2023 | Hanson & Doremus Investment Management | 51 | $3 | 03/31/2024 | SPYV | 51 | $3 | 03/31/2024 | Financial Perspectives Inc | 57 | $3 | 03/31/2024 | SPYV | 57 | $3 | 03/31/2024 | Stone House Investment Management LLC | 60 | $3 | 12/31/2023 | SPYV | 60 | $3 | 12/31/2023 | Fortis Advisors LLC | 71 | $3 | 12/31/2023 | SPYV | 71 | $3 | 12/31/2023 | Rockbridge Investment Management LCC | 56 | $3 | 12/31/2023 | SPYV | 56 | $3 | 12/31/2023 | Toth Financial Advisory Corp | 40 | $2 | 03/31/2024 | SPYV | 40 | $2 | 03/31/2024 | Tompkins Financial Corp | 34 | $2 | 03/31/2024 | SPYV | 34 | $2 | 03/31/2024 | Howe & Rusling Inc. | 38 | $2 | 12/31/2023 | SPYV | 38 | $2 | 12/31/2023 | EverSource Wealth Advisors LLC | 35 | $2 | 12/31/2023 | SPYV | 35 | $2 | 12/31/2023 | First Pacific Financial | 35 | $2 | 12/31/2023 | SPYV | 35 | $2 | 12/31/2023 | Beacon Capital Management LLC | 12 | $1 | 12/31/2023 | SPYV | 12 | $1 | 12/31/2023 | Ruedi Wealth Management Inc. | 27 | $1 | 12/31/2023 | SPYV | 27 | $1 | 12/31/2023 | Founders Capital Management | 4 | $0 | 03/31/2024 | SPYV | 4 | $0 | 03/31/2024 | DHJJ Financial Advisors Ltd. | 3 | $0 | 03/31/2024 | SPYV | 3 | $0 | 03/31/2024 |
See Summary: Institutional Holders of SPYV
See Details: Top 10 Hedge Funds Holding SPYV
Also See: SPYV Holdings Changes
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