HoldingsChannel.com
Funds Holding SPEM

On this page, we present all of the funds holding SPEM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SPEM, with a link to that fund's top holdings. The next columns indicate the amount of SPEM stock held by each of the funds holding SPEM, followed by the SPEM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 571 funds holding SPEM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Creative Planning. For more details on the positions held by Creative Planning (or by any of the other funds holding SPEM), click the fund name in the "Holder" column of the funds-holding-SPEM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Creative Planning21,082,776$733,048 06/30/2022
     SPEM21,082,776$733,048 06/30/2022
Financial Engines Advisors L.L.C.8,408,239$292,354 06/30/2022
     SPEM8,408,239$292,354 06/30/2022
LPL Financial LLC4,416,882$153,575 06/30/2022
     SPEM4,416,882$153,575 06/30/2022
Allworth Financial LP4,306,122$149,724 06/30/2022
     SPEM4,306,122$149,724 06/30/2022
TIAA FSB2,937,281$102,129 06/30/2022
     SPEM2,937,281$102,129 06/30/2022
Ameriprise Financial Inc.2,615,078$91,031 06/30/2022
     SPEM2,615,078$91,031 06/30/2022
State Street Corp2,258,689$78,535 06/30/2022
     SPEM2,258,689$78,535 06/30/2022
Envestnet Asset Management Inc.2,227,166$77,439 06/30/2022
     SPEM2,227,166$77,439 06/30/2022
Bank of America Corp DE2,001,379$69,587 06/30/2022
     SPEM2,001,379$69,587 06/30/2022
Toroso Investments LLC1,880,078$65,370 06/30/2022
     SPEM1,880,078$65,370 06/30/2022
Horizon Investments LLC1,862,033$64,743 06/30/2022
     SPEM1,862,033$64,743 06/30/2022
McNamara Financial Services Inc.1,680,614$58,435 06/30/2022
     SPEM1,680,614$58,435 06/30/2022
Wells Fargo & Company MN1,577,211$54,841 06/30/2022
     SPEM1,577,211$54,841 06/30/2022
Morgan Stanley1,465,498$50,956 06/30/2022
     SPEM1,465,498$50,956 06/30/2022
Townsquare Capital LLC1,295,021$45,027 06/30/2022
     SPEM1,295,021$45,027 06/30/2022
UBS Group AG1,267,196$44,060 06/30/2022
     SPEM1,267,196$44,060 06/30/2022
Assetmark Inc.1,245,621$43,310 06/30/2022
     SPEM1,245,621$43,310 06/30/2022
Mariner LLC1,189,728$41,367 06/30/2022
     SPEM1,189,728$41,367 06/30/2022
Advisory Alpha LLC1,106,272$38,467 06/30/2022
     SPEM1,106,272$38,467 06/30/2022
Global Strategic Investment Solutions LLC1,093,939$38,036 06/30/2022
     SPEM1,093,939$38,036 06/30/2022
ARGI Investment Services LLC1,032,692$35,907 06/30/2022
     SPEM1,032,692$35,907 06/30/2022
Advisor Group Holdings Inc.921,562$32,027 06/30/2022
     SPEM921,562$32,027 06/30/2022
PFS Investments Inc.867,705$30,170 06/30/2022
     SPEM867,705$30,170 06/30/2022
Private Advisor Group LLC828,698$28,814 06/30/2022
     SPEM828,698$28,814 06/30/2022
HighTower Advisors LLC808,720$28,122 06/30/2022
     SPEM808,720$28,122 06/30/2022
Pathstone Family Office LLC776,462$26,995 06/30/2022
     SPEM776,462$26,995 06/30/2022
Stadion Money Management LLC759,193$26,397 06/30/2022
     SPEM759,193$26,397 06/30/2022
ST Germain D J Co. Inc.755,309$26,262 06/30/2022
     SPEM755,309$26,262 06/30/2022
Cambridge Investment Research Advisors Inc.750,247$26,086 06/30/2022
     SPEM750,247$26,086 06/30/2022
Trilogy Capital Inc.718,600$24,986 06/30/2022
     SPEM718,600$24,986 06/30/2022
United Capital Financial Advisers LLC709,948$24,685 06/30/2022
     SPEM709,948$24,685 06/30/2022
Wilbanks Smith & Thomas Asset Management LLC648,912$22,563 06/30/2022
     SPEM648,912$22,563 06/30/2022
ICONIQ Capital LLC641,528$22,306 06/30/2022
     SPEM641,528$22,306 06/30/2022
KWB Wealth639,250$22,227 06/30/2022
     SPEM639,250$22,227 06/30/2022
Cutler Investment Counsel LLC631,392$21,953 06/30/2022
     SPEM631,392$21,953 06/30/2022
SigFig Wealth Management LLC554,284$21,693 06/30/2022
     SPEM554,284$21,693 06/30/2022
Heritage Wealth Management LLC600,922$20,894 06/30/2022
     SPEM600,922$20,894 06/30/2022
MML Investors Services LLC578,706$20,122 06/30/2022
     SPEM578,706$20,122 06/30/2022
Rodgers & Associates LTD574,498$19,975 06/30/2022
     SPEM574,498$19,975 06/30/2022
Brookstone Capital Management536,715$18,592 06/30/2022
     SPEM536,715$18,592 06/30/2022
Betterment LLC531,676$18,486 06/30/2022
     SPEM531,676$18,486 06/30/2022
Commonwealth Equity Services LLC487,026$16,933 06/30/2022
     SPEM487,026$16,933 06/30/2022
Waller Financial Planning Group Inc.475,490$16,533 06/30/2022
     SPEM475,490$16,533 06/30/2022
Beacon Pointe Advisors LLC458,975$15,953 06/30/2022
     SPEM458,975$15,953 06/30/2022
Valmark Advisers Inc.449,626$15,634 06/30/2022
     SPEM449,626$15,634 06/30/2022
Financial Strategies Group Inc.444,060$15,440 06/30/2022
     SPEM444,060$15,440 06/30/2022
ERn Financial LLC428,804$14,910 06/30/2022
     SPEM428,804$14,910 06/30/2022
First Ascent Asset Management LLC417,466$14,515 06/30/2022
     SPEM417,466$14,515 06/30/2022
Gradient Investments LLC414,989$14,429 06/30/2022
     SPEM414,989$14,429 06/30/2022
First Horizon Advisors Inc.407,723$14,175 06/30/2022
     SPEM407,723$14,175 06/30/2022
WCG Wealth Advisors LLC389,193$13,532 06/30/2022
     SPEM389,193$13,532 06/30/2022
Banco Santander S.A.379,746$13,204 06/30/2022
     SPEM379,746$13,204 06/30/2022
N.E.W. Advisory Services LLC368,151$12,801 06/30/2022
     SPEM368,151$12,801 06/30/2022
Signature Estate & Investment Advisors LLC365,709$12,716 06/30/2022
     SPEM365,709$12,716 06/30/2022
Balentine LLC360,586$12,538 06/30/2022
     SPEM360,586$12,538 06/30/2022
AlphaStar Capital Management LLC356,634$12,400 06/30/2022
     SPEM356,634$12,400 06/30/2022
Atlas Capital Advisors LLC325,260$11,309 06/30/2022
     SPEM325,260$11,309 06/30/2022
Aptus Capital Advisors LLC322,159$11,201 06/30/2022
     SPEM322,159$11,201 06/30/2022
JNBA Financial Advisors319,037$11,093 06/30/2022
     SPEM319,037$11,093 06/30/2022
Great Lakes Advisors LLC316,730$11,013 06/30/2022
     SPEM316,730$11,013 06/30/2022
HighMark Wealth Management LLC314,857$10,895 06/30/2022
     SPEM314,857$10,895 06/30/2022
Larson Financial Group LLC285,417$9,924 06/30/2022
     SPEM285,417$9,924 06/30/2022
Wealth Enhancement Advisory Services LLC283,831$9,824 06/30/2022
     SPEM283,831$9,824 06/30/2022
Venturi Wealth Management LLC277,994$9,666 06/30/2022
     SPEM277,994$9,666 06/30/2022
BerganKDV Wealth Management LLC277,556$9,651 06/30/2022
     SPEM277,556$9,651 06/30/2022
Ballentine Partners LLC271,229$9,431 06/30/2022
     SPEM271,229$9,431 06/30/2022
Capital Wealth Management LLC244,115$8,488 06/30/2022
     SPEM244,115$8,488 06/30/2022
Miracle Mile Advisors LLC242,822$8,443 06/30/2022
     SPEM242,822$8,443 06/30/2022
Walkner Condon Financial Advisors LLC235,238$8,179 06/30/2022
     SPEM235,238$8,179 06/30/2022
Knightsbridge Asset Management LLC231,985$8,066 06/30/2022
     SPEM231,985$8,066 06/30/2022
Brown Financial Advisory231,556$8,051 06/30/2022
     SPEM231,556$8,051 06/30/2022
Park Avenue Securities LLC230,634$8,019 06/30/2022
     SPEM230,634$8,019 06/30/2022
Moneta Group Investment Advisors LLC224,619$7,810 06/30/2022
     SPEM224,619$7,810 06/30/2022
Meeder Asset Management Inc.224,255$7,797 06/30/2022
     SPEM224,255$7,797 06/30/2022
Harvest Group Wealth Management LLC222,958$7,739 06/30/2022
     SPEM222,958$7,739 06/30/2022
Allen Capital Group LLC218,322$7,591 06/30/2022
     SPEM218,322$7,591 06/30/2022
Iron Horse Wealth Management LLC216,357$7,523 06/30/2022
     SPEM216,357$7,523 06/30/2022
Janney Montgomery Scott LLC212,651$7,443 06/30/2022
     SPEM212,651$7,443 06/30/2022
Sterneck Capital Management LLC210,011$7,302 06/30/2022
     SPEM210,011$7,302 06/30/2022
RVW Wealth LLC209,932$7,299 06/30/2022
     SPEM209,932$7,299 06/30/2022
Truefg LLC204,056$7,095 06/30/2022
     SPEM204,056$7,095 06/30/2022
Raymond James & Associates202,029$7,025 06/30/2022
     SPEM202,029$7,025 06/30/2022
Sugarloaf Wealth Management LLC200,063$6,956 06/30/2022
     SPEM200,063$6,956 06/30/2022
Marquette Asset Management LLC196,003$6,815 06/30/2022
     SPEM196,003$6,815 06/30/2022
MA Private Wealth201,208$6,751 06/30/2022
     SPEM201,208$6,751 06/30/2022
Red Wave Investments LLC188,865$6,567 06/30/2022
     SPEM188,865$6,567 06/30/2022
Lake Street Advisors Group LLC186,494$6,484 06/30/2022
     SPEM186,494$6,484 06/30/2022
Royal Bank of Canada185,759$6,459 06/30/2022
     SPEM185,759$6,459 06/30/2022
Signet Financial Management LLC184,675$6,421 06/30/2022
     SPEM184,675$6,421 06/30/2022
Detalus Advisors LLC180,322$6,270 06/30/2022
     SPEM180,322$6,270 06/30/2022
Opes Wealth Management LLC177,712$6,179 06/30/2022
     SPEM177,712$6,179 06/30/2022
Wrapmanager Inc.174,140$6,055 06/30/2022
     SPEM174,140$6,055 06/30/2022
Cetera Advisor Networks LLC169,151$5,882 06/30/2022
     SPEM169,151$5,882 06/30/2022
Riversedge Advisors LLC165,436$5,752 06/30/2022
     SPEM165,436$5,752 06/30/2022
Edmonds Duncan Registered Investment Advisors LLC165,116$5,741 06/30/2022
     SPEM165,116$5,741 06/30/2022
Raymond James Financial Services Advisors Inc.165,078$5,740 06/30/2022
     SPEM165,078$5,740 06/30/2022
Financial Enhancement Group LLC163,657$5,690 06/30/2022
     SPEM163,657$5,690 06/30/2022
CX Institutional163,137$5,672 06/30/2022
     SPEM163,137$5,672 06/30/2022
Aquire Wealth Advisors LLC162,444$5,648 06/30/2022
     SPEM162,444$5,648 06/30/2022
Simon Quick Advisors LLC162,842$5,636 06/30/2022
     SPEM162,842$5,636 06/30/2022
Bank of New York Mellon Corp158,934$5,527 06/30/2022
     SPEM158,934$5,527 06/30/2022
Merriman Wealth Management LLC157,220$5,467 06/30/2022
     SPEM157,220$5,467 06/30/2022
Tortoise Investment Management LLC155,734$5,415 06/30/2022
     SPEM155,734$5,415 06/30/2022
Exencial Wealth Advisors LLC155,029$5,390 06/30/2022
     SPEM155,029$5,390 06/30/2022
Tradition Wealth Management LLC154,786$5,382 06/30/2022
     SPEM154,786$5,382 06/30/2022
Towercrest Capital Management154,463$5,371 06/30/2022
     SPEM154,463$5,371 06/30/2022
IFP Advisors Inc139,443$5,334 06/30/2022
     SPEM139,443$5,334 06/30/2022
Redwood Investment Management LLC152,812$5,313 06/30/2022
     SPEM152,812$5,313 06/30/2022
Securian Asset Management Inc144,045$5,008 06/30/2022
     SPEM144,045$5,008 06/30/2022
Quantitative Advantage LLC141,607$4,924 06/30/2022
     SPEM141,607$4,924 06/30/2022
Regal Investment Advisors LLC141,121$4,907 06/30/2022
     SPEM141,121$4,907 06/30/2022
Better Money Decisions LLC140,843$4,897 06/30/2022
     SPEM140,843$4,897 06/30/2022
Dohj LLC139,972$4,867 06/30/2022
     SPEM139,972$4,867 06/30/2022
Fiduciary Planning LLC125,667$4,856 03/31/2022
     SPEM125,667$4,856 03/31/2022
StrategIQ Financial Group LLC126,742$4,407 06/30/2022
     SPEM126,742$4,407 06/30/2022
125,521$4,364 06/30/2022
     SPEM125,521$4,364 06/30/2022
Northwestern Mutual Wealth Management Co.125,311$4,356 06/30/2022
     SPEM125,311$4,356 06/30/2022
Wealthcare Advisory Partners LLC123,771$4,304 06/30/2022
     SPEM123,771$4,304 06/30/2022
Vision Capital Management Inc.122,489$4,259 06/30/2022
     SPEM122,489$4,259 06/30/2022
Aspire Private Capital LLC122,296$4,252 06/30/2022
     SPEM122,296$4,252 06/30/2022
Windsor Capital Management LLC122,228$4,249 06/30/2022
     SPEM122,228$4,249 06/30/2022
55I LLC121,800$4,235 06/30/2022
     SPEM121,800$4,235 06/30/2022
Ironwood Wealth Management LLC.119,732$4,163 06/30/2022
     SPEM119,732$4,163 06/30/2022
Savant Capital LLC118,254$4,112 06/30/2022
     SPEM118,254$4,112 06/30/2022
M Holdings Securities Inc.117,971$4,102 06/30/2022
     SPEM117,971$4,102 06/30/2022
Cetera Investment Advisers116,193$4,040 06/30/2022
     SPEM116,193$4,040 06/30/2022
Atlas Private Wealth Advisors115,002$3,999 06/30/2022
     SPEM115,002$3,999 06/30/2022
Great Point Wealth Advisors LLC114,711$3,988 06/30/2022
     SPEM114,711$3,988 06/30/2022
Integrated Investment Consultants LLC114,370$3,977 06/30/2022
     SPEM114,370$3,977 06/30/2022
Advance Capital Management Inc.112,878$3,925 06/30/2022
     SPEM112,878$3,925 06/30/2022
Gerber Kawasaki Wealth & Investment Management112,413$3,908 06/30/2022
     SPEM112,413$3,908 06/30/2022
LexAurum Advisors LLC112,148$3,899 06/30/2022
     SPEM112,148$3,899 06/30/2022
Proffitt & Goodson Inc.111,758$3,886 06/30/2022
     SPEM111,758$3,886 06/30/2022
Orion Portfolio Solutions LLC110,384$3,838 06/30/2022
     SPEM110,384$3,838 06/30/2022
Rinkey Investments111,768$3,833 06/30/2022
     SPEM111,768$3,833 06/30/2022
Asset Dedication LLC109,890$3,821 06/30/2022
     SPEM109,890$3,821 06/30/2022
Leicht Financial Planning & Wealth Management Inc.218,493$3,783 06/30/2022
     SPEM218,493$3,783 06/30/2022
WESCAP Management Group Inc.104,564$3,635 06/30/2022
     SPEM104,564$3,635 06/30/2022
McAdam LLC102,603$3,567 06/30/2022
     SPEM102,603$3,567 06/30/2022
Stratos Wealth Partners LTD.99,557$3,462 06/30/2022
     SPEM99,557$3,462 06/30/2022
Horizon Financial Services LLC99,222$3,450 06/30/2022
     SPEM99,222$3,450 06/30/2022
McNaughton Wealth Management LLC99,152$3,447 06/30/2022
     SPEM99,152$3,447 06/30/2022
Silverhawk Asset Management LLC99,041$3,444 06/30/2022
     SPEM99,041$3,444 06/30/2022
Facet Wealth Inc.98,468$3,424 06/30/2022
     SPEM98,468$3,424 06/30/2022
USAdvisors Wealth Management LLC97,434$3,388 06/30/2022
     SPEM97,434$3,388 06/30/2022
Girard Partners LTD.96,704$3,362 06/30/2022
     SPEM96,704$3,362 06/30/2022
GWM Advisors LLC94,752$3,294 06/30/2022
     SPEM94,752$3,294 06/30/2022
Mascoma Wealth Management LLC94,726$3,294 06/30/2022
     SPEM94,726$3,294 06/30/2022
Colton Groome Financial Advisors LLC93,401$3,248 06/30/2022
     SPEM93,401$3,248 06/30/2022
Atria Wealth Solutions Inc.92,531$3,218 06/30/2022
     SPEM92,531$3,218 06/30/2022
Acorn Financial Advisory Services Inc. ADV92,241$3,209 06/30/2022
     SPEM92,241$3,209 06/30/2022
Comerica Securities Inc.91,733$3,190 06/30/2022
     SPEM91,733$3,190 06/30/2022
Probity Advisors Inc.91,629$3,186 06/30/2022
     SPEM91,629$3,186 06/30/2022
Boltwood Capital Management91,115$3,168 06/30/2022
     SPEM91,115$3,168 06/30/2022
Echo Wealth Management LLC90,717$3,153 06/30/2022
     SPEM90,717$3,153 06/30/2022
Cornerstone Wealth Management LLC90,254$3,138 06/30/2022
     SPEM90,254$3,138 06/30/2022
Continuum Advisory LLC89,833$3,123 06/30/2022
     SPEM89,833$3,123 06/30/2022
Sawtooth Solutions LLC89,721$3,119 06/30/2022
     SPEM89,721$3,119 06/30/2022
Kestra Advisory Services LLC89,540$3,113 06/30/2022
     SPEM89,540$3,113 06/30/2022
PAX Financial Group LLC89,500$3,112 06/30/2022
     SPEM89,500$3,112 06/30/2022
Columbus Macro LLC87,736$3,051 06/30/2022
     SPEM87,736$3,051 06/30/2022
Kohmann Bosshard Financial Services LLC86,190$2,997 06/30/2022
     SPEM86,190$2,997 06/30/2022
Geneos Wealth Management Inc.85,604$2,959 06/30/2022
     SPEM85,604$2,959 06/30/2022
McKinley Carter Wealth Services Inc.84,241$2,929 06/30/2022
     SPEM84,241$2,929 06/30/2022
Vista Investment Management84,089$2,924 06/30/2022
     SPEM84,089$2,924 06/30/2022
Garrett Investment Advisors LLC82,880$2,882 06/30/2022
     SPEM82,880$2,882 06/30/2022
Blair William & Co. IL82,691$2,875 06/30/2022
     SPEM82,691$2,875 06/30/2022
Valtinson Bruner Financial Planning LLC82,332$2,863 06/30/2022
     SPEM82,332$2,863 06/30/2022
81,739$2,842 06/30/2022
     SPEM81,739$2,842 06/30/2022
Pure Financial Advisors Inc.81,593$2,837 06/30/2022
     SPEM81,593$2,837 06/30/2022
Occidental Asset Management LLC81,119$2,821 06/30/2022
     SPEM81,119$2,821 06/30/2022
RFG Advisory LLC80,846$2,798 06/30/2022
     SPEM80,846$2,798 06/30/2022
Tobias Financial Advisors Inc.80,114$2,786 06/30/2022
     SPEM80,114$2,786 06/30/2022
Rosenberg Matthew Hamilton80,525$2,783 06/30/2022
     SPEM80,525$2,783 06/30/2022
IHT Wealth Management LLC79,481$2,764 06/30/2022
     SPEM79,481$2,764 06/30/2022
Good Life Advisors LLC79,349$2,759 06/30/2022
     SPEM79,349$2,759 06/30/2022
Alliance Wealth Management Group79,277$2,756 06/30/2022
     SPEM79,277$2,756 06/30/2022
People s United Financial Inc.70,195$2,712 03/31/2022
     SPEM70,195$2,712 03/31/2022
Winch Advisory Services LLC77,739$2,703 06/30/2022
     SPEM77,739$2,703 06/30/2022
Pecaut & CO.76,746$2,668 06/30/2022
     SPEM76,746$2,668 06/30/2022
ProVise Management Group LLC76,401$2,656 06/30/2022
     SPEM76,401$2,656 06/30/2022
Vivaldi Capital Management LLC76,276$2,652 06/30/2022
     SPEM76,276$2,652 06/30/2022
Boston Standard Wealth Management LLC76,477$2,644 06/30/2022
     SPEM76,477$2,644 06/30/2022
Thrivent Financial for Lutherans75,295$2,619 06/30/2022
     SPEM75,295$2,619 06/30/2022
TPG Financial Advisors LLC74,958$2,606 06/30/2022
     SPEM74,958$2,606 06/30/2022
Ascent Group LLC74,786$2,584 06/30/2022
     SPEM74,786$2,584 06/30/2022
STA Wealth Management LLC73,934$2,571 06/30/2022
     SPEM73,934$2,571 06/30/2022
MBA Advisors LLC73,624$2,560 06/30/2022
     SPEM73,624$2,560 06/30/2022
Single Point Partners LLC73,341$2,550 06/30/2022
     SPEM73,341$2,550 06/30/2022
Grimes & Company Inc.71,318$2,480 06/30/2022
     SPEM71,318$2,480 06/30/2022
Gladstone Institutional Advisory LLC70,986$2,468 06/30/2022
     SPEM70,986$2,468 06/30/2022
Integrated Wealth Concepts LLC70,855$2,464 06/30/2022
     SPEM70,855$2,464 06/30/2022
Frisch Financial Group Inc.70,395$2,448 06/30/2022
     SPEM70,395$2,448 06/30/2022
Penobscot Wealth Management70,255$2,443 06/30/2022
     SPEM70,255$2,443 06/30/2022
Diligent Investors LLC70,010$2,434 06/30/2022
     SPEM70,010$2,434 06/30/2022
AE Wealth Management LLC69,449$2,415 06/30/2022
     SPEM69,449$2,415 06/30/2022
Equitable Holdings Inc.68,775$2,391 06/30/2022
     SPEM68,775$2,391 06/30/2022
Paladin Advisory Group LLC $2,384 06/30/2022
     Call68,571$2,384 06/30/2022
First Republic Investment Management Inc.68,461$2,380 06/30/2022
     SPEM68,461$2,380 06/30/2022
Creative Financial Designs Inc. ADV67,969$2,363 06/30/2022
     SPEM67,969$2,363 06/30/2022
Annapolis Financial Services LLC67,833$2,359 06/30/2022
     SPEM67,833$2,359 06/30/2022
Canal Capital Management LLC67,801$2,357 06/30/2022
     SPEM67,801$2,357 06/30/2022
Brooklyn FI LLC15,216$2,351 06/30/2022
     SPEM15,216$2,351 06/30/2022
HRT Financial LP66,318$2,305 06/30/2022
     SPEM66,318$2,305 06/30/2022
Defined Wealth Management LLC64,883$2,256 06/30/2022
     SPEM64,883$2,256 06/30/2022
Pinnacle Wealth Planning Services Inc.64,656$2,248 06/30/2022
     SPEM64,656$2,248 06/30/2022
CWM LLC62,904$2,187 06/30/2022
     SPEM62,904$2,187 06/30/2022
Weitzel Financial Services Inc.62,904$2,187 06/30/2022
     SPEM62,904$2,187 06/30/2022
Financial Insights Inc.61,897$2,152 06/30/2022
     SPEM61,897$2,152 06/30/2022
Intrust Bank NA61,544$2,140 06/30/2022
     SPEM61,544$2,140 06/30/2022
JNB Advisors LLC61,075$2,124 06/30/2022
     SPEM61,075$2,124 06/30/2022
JT Stratford LLC60,522$2,104 06/30/2022
     SPEM60,522$2,104 06/30/2022
Global Retirement Partners LLC59,620$2,073 06/30/2022
     SPEM59,620$2,073 06/30/2022
Ervin Investment Management LLC59,246$2,071 06/30/2022
     SPEM59,246$2,071 06/30/2022
Clear Creek Financial Management LLC58,935$2,049 06/30/2022
     SPEM58,935$2,049 06/30/2022
Resonant Capital Advisors LLC58,521$2,035 06/30/2022
     SPEM58,521$2,035 06/30/2022
Oarsman Capital Inc.58,487$2,034 06/30/2022
     SPEM58,487$2,034 06/30/2022
Snowden Capital Advisors LLC57,439$1,997 06/30/2022
     SPEM57,439$1,997 06/30/2022
Vericrest Private Wealth57,377$1,995 06/30/2022
     SPEM57,377$1,995 06/30/2022
ARQ Wealth Advisors LLC57,159$1,987 06/30/2022
     SPEM57,159$1,987 06/30/2022
Blue Barn Wealth LLC56,983$1,982 06/30/2022
     SPEM56,983$1,982 06/30/2022
Koshinski Asset Management Inc.56,563$1,967 06/30/2022
     SPEM56,563$1,967 06/30/2022
Ritholtz Wealth Management56,532$1,966 06/30/2022
     SPEM56,532$1,966 06/30/2022
Western Wealth Management LLC56,059$1,947 06/30/2022
     SPEM56,059$1,947 06/30/2022
Baltimore Washington Financial Advisors Inc.55,730$1,937 06/30/2022
     SPEM55,730$1,937 06/30/2022
Bridge Advisory LLC56,540$1,901 06/30/2022
     SPEM56,540$1,901 06/30/2022
Collaborative Wealth Managment Inc.54,089$1,881 06/30/2022
     SPEM54,089$1,881 06/30/2022
American Investment Services Inc.53,675$1,866 06/30/2022
     SPEM53,675$1,866 06/30/2022
Founders Financial Securities LLC53,358$1,855 06/30/2022
     SPEM53,358$1,855 06/30/2022
Tempus Wealth Planning LLC51,861$1,803 06/30/2022
     SPEM51,861$1,803 06/30/2022
Meitav Dash Investments Ltd.51,642$1,796 06/30/2022
     SPEM51,642$1,796 06/30/2022
GeoWealth Management LLC51,227$1,784 06/30/2022
     SPEM51,227$1,784 06/30/2022
Great Valley Advisor Group Inc.51,215$1,781 06/30/2022
     SPEM51,215$1,781 06/30/2022
FSB Premier Wealth Management Inc.50,555$1,757 06/30/2022
     SPEM50,555$1,757 06/30/2022
Bristlecone Advisors LLC50,272$1,748 06/30/2022
     SPEM50,272$1,748 06/30/2022
HBW Advisory Services LLC50,236$1,747 06/30/2022
     SPEM50,236$1,747 06/30/2022
Capital Analysts LLC49,065$1,706 06/30/2022
     SPEM49,065$1,706 06/30/2022
Stock Yards Bank & Trust Co.49,004$1,704 06/30/2022
     SPEM49,004$1,704 06/30/2022
Smith Moore & CO.48,739$1,695 06/30/2022
     SPEM48,739$1,695 06/30/2022
Advisor Resource Council48,723$1,694 06/30/2022
     SPEM48,723$1,694 06/30/2022
Capital Advisors Inc. OK48,310$1,680 06/30/2022
     SPEM48,310$1,680 06/30/2022
Clarius Group LLC48,107$1,673 06/30/2022
     SPEM48,107$1,673 06/30/2022
Cetera Advisors LLC47,444$1,650 06/30/2022
     SPEM47,444$1,650 06/30/2022
CFS Investment Advisory Services LLC47,011$1,635 06/30/2022
     SPEM47,011$1,635 06/30/2022
RTD Financial Advisors Inc.46,693$1,624 06/30/2022
     SPEM46,693$1,624 06/30/2022
Change Path LLC46,562$1,619 06/30/2022
     SPEM46,562$1,619 06/30/2022
Congress Wealth Management LLC DE 45,358$1,577 06/30/2022
     SPEM45,358$1,577 06/30/2022
Buckingham Strategic Wealth LLC45,260$1,574 06/30/2022
     SPEM45,260$1,574 06/30/2022
Flagship Harbor Advisors LLC44,749$1,556 06/30/2022
     SPEM44,749$1,556 06/30/2022
Orin Green Financial LLC45,020$1,536 06/30/2022
     SPEM45,020$1,536 06/30/2022
Blueprint Investment Partners LLC43,009$1,495 06/30/2022
     SPEM43,009$1,495 06/30/2022
Peterson Wealth Advisors LLC42,871$1,491 06/30/2022
     SPEM42,871$1,491 06/30/2022
Elwood & Goetz Wealth Advisory Group LLC42,219$1,468 06/30/2022
     SPEM42,219$1,468 06/30/2022
Straight Path Wealth Management41,929$1,458 06/30/2022
     SPEM41,929$1,458 06/30/2022
NovaPoint Capital LLC41,789$1,453 06/30/2022
     SPEM41,789$1,453 06/30/2022
SILVER OAK SECURITIES Inc42,283$1,442 06/30/2022
     SPEM42,283$1,442 06/30/2022
Sigma Planning Corp41,293$1,436 06/30/2022
     SPEM41,293$1,436 06/30/2022
Obsidian Personal Planning Solutions LLC41,231$1,434 06/30/2022
     SPEM41,231$1,434 06/30/2022
Tranquilli Financial Advisor LLC41,058$1,428 06/30/2022
     SPEM41,058$1,428 06/30/2022
One Capital Management LLC40,555$1,410 06/30/2022
     SPEM40,555$1,410 06/30/2022
First Hawaiian Bank40,489$1,408 06/30/2022
     SPEM40,489$1,408 06/30/2022
Coombe Bender & Co LLC39,974$1,390 06/30/2022
     SPEM39,974$1,390 06/30/2022
Formidable Asset Management LLC40,304$1,381 06/30/2022
     SPEM40,304$1,381 06/30/2022
Gainplan LLC39,624$1,374 06/30/2022
     SPEM39,624$1,374 06/30/2022
Future Financial Wealth Managment LLC35,284$1,363 06/30/2022
     SPEM35,284$1,363 06/30/2022
David Loasby38,960$1,354 06/30/2022
     SPEM38,960$1,354 06/30/2022
Perigon Wealth Management LLC38,793$1,349 06/30/2022
     SPEM38,793$1,349 06/30/2022
Reston Wealth Management LLC38,702$1,346 06/30/2022
     SPEM38,702$1,346 06/30/2022
Patriot Financial Group Insurance Agency LLC38,241$1,330 06/30/2022
     SPEM38,241$1,330 06/30/2022
Simplicity Wealth LLC37,519$1,305 06/30/2022
     SPEM37,519$1,305 06/30/2022
Focused Wealth Management Inc37,288$1,297 06/30/2022
     SPEM37,288$1,297 06/30/2022
Kingsview Wealth Management LLC36,895$1,283 06/30/2022
     SPEM36,895$1,283 06/30/2022
Liberty One Investment Management LLC28,091$1,278 06/30/2022
     SPEM28,091$1,278 06/30/2022
Advisory Resource Group36,640$1,274 06/30/2022
     SPEM36,640$1,274 06/30/2022
TAGStone Capital Inc.36,460$1,268 06/30/2022
     SPEM36,460$1,268 06/30/2022
Redhawk Wealth Advisors Inc.36,001$1,252 06/30/2022
     SPEM36,001$1,252 06/30/2022
JFS Wealth Advisors LLC35,644$1,239 06/30/2022
     SPEM35,644$1,239 06/30/2022
Sunburst Financial Group LLC35,525$1,235 06/30/2022
     SPEM35,525$1,235 06/30/2022
Integrity Financial Corp WA34,575$1,202 06/30/2022
     SPEM34,575$1,202 06/30/2022
Key Financial Inc34,648$1,198 06/30/2022
     SPEM34,648$1,198 06/30/2022
Aveo Capital Partners LLC34,054$1,184 06/30/2022
     SPEM34,054$1,184 06/30/2022
Fullen Financial Group32,083$1,116 06/30/2022
     SPEM32,083$1,116 06/30/2022
Vickerman Investment Advisors Inc.32,111$1,116 06/30/2022
     SPEM32,111$1,116 06/30/2022
Spartan Planning & Wealth Management31,303$1,088 06/30/2022
     SPEM31,303$1,088 06/30/2022
Harbour Investments Inc.30,774$1,070 06/30/2022
     SPEM30,774$1,070 06/30/2022
Two Sigma Securities LLC30,705$1,068 06/30/2022
     SPEM30,705$1,068 06/30/2022
Benjamin F. Edwards & Company Inc.30,470$1,059 06/30/2022
     SPEM30,470$1,059 06/30/2022
G&S Capital LLC29,823$1,037 06/30/2022
     SPEM29,823$1,037 06/30/2022
Arete Wealth Advisors LLC29,702$1,033 06/30/2022
     SPEM29,702$1,033 06/30/2022
Financial Planning & Information Services Inc.29,640$1,031 06/30/2022
     SPEM29,640$1,031 06/30/2022
Dynamic Advisor Solutions LLC29,634$1,030 06/30/2022
     SPEM29,634$1,030 06/30/2022
Atlantic Union Bankshares Corp29,535$1,027 06/30/2022
     SPEM29,535$1,027 06/30/2022
Advisory Services Network LLC29,398$1,022 06/30/2022
     SPEM29,398$1,022 06/30/2022
Safeguard Financial LLC29,342$1,020 06/30/2022
     SPEM29,342$1,020 06/30/2022
Parametric Portfolio Associates LLC25,313$978 03/31/2022
     SPEM25,313$978 03/31/2022
Bond & Devick Financial Network Inc.28,109$977 06/30/2022
     SPEM28,109$977 06/30/2022
Barber Financial Group Inc.27,662$962 06/30/2022
     SPEM27,662$962 06/30/2022
Proequities Inc.27,449$954 06/30/2022
     SPEM27,449$954 06/30/2022
Stonehearth Capital Management LLC27,270$945 06/30/2022
     SPEM27,270$945 06/30/2022
Csenge Advisory Group27,107$943 06/30/2022
     SPEM27,107$943 06/30/2022
Northwest Wealth Management LLC26,653$927 06/30/2022
     SPEM26,653$927 06/30/2022
Mutual Advisors LLC26,400$918 06/30/2022
     SPEM26,400$918 06/30/2022
EP Wealth Advisors LLC26,372$917 06/30/2022
     SPEM26,372$917 06/30/2022
Laidlaw Wealth Management LLC26,319$915 06/30/2022
     SPEM26,319$915 06/30/2022
Truist Financial Corp25,091$872 06/30/2022
     SPEM25,091$872 06/30/2022
Raleigh Capital Management Inc.24,805$862 06/30/2022
     SPEM24,805$862 06/30/2022
Truadvice LLC24,611$851 06/30/2022
     SPEM24,611$851 06/30/2022
Redwood Financial Network Corp23,949$833 06/30/2022
     SPEM23,949$833 06/30/2022
Fort Point Capital Partners LLC23,738$825 06/30/2022
     SPEM23,738$825 06/30/2022
Hanlon Investment Management Inc.23,640$822 06/30/2022
     SPEM23,640$822 06/30/2022
YHB Investment Advisors Inc.22,965$798 06/30/2022
     SPEM22,965$798 06/30/2022
Manhattan West Asset Management LLC22,772$792 06/30/2022
     SPEM22,772$792 06/30/2022
Life Planning Partners Inc22,713$789 06/30/2022
     SPEM22,713$789 06/30/2022
SJA Financial Advisory LLC22,597$786 06/30/2022
     SPEM22,597$786 06/30/2022
Wealthsource Partners LLC22,501$782 06/30/2022
     SPEM22,501$782 06/30/2022
Bridgeworth LLC22,503$782 06/30/2022
     SPEM22,503$782 06/30/2022
SlateStone Wealth LLC22,463$781 06/30/2022
     SPEM22,463$781 06/30/2022
Axxcess Wealth Management LLC22,192$772 06/30/2022
     SPEM22,192$772 06/30/2022
Oppenheimer & Co. Inc.21,955$763 06/30/2022
     SPEM21,955$763 06/30/2022
Renaissance Technologies LLC21,900$761 06/30/2022
     SPEM21,900$761 06/30/2022
Fragasso Group Inc.21,834$759 06/30/2022
     SPEM21,834$759 06/30/2022
Iron Financial LLC21,691$754 06/30/2022
     SPEM21,691$754 06/30/2022
GPS Wealth Strategies Group LLC21,475$747 06/30/2022
     SPEM21,475$747 06/30/2022
Cabot Wealth Management Inc.21,329$742 06/30/2022
     SPEM21,329$742 06/30/2022
Resurgent Financial Advisors LLC21,319$741 06/30/2022
     SPEM21,319$741 06/30/2022
Stratos Wealth Advisors LLC21,097$734 06/30/2022
     SPEM21,097$734 06/30/2022
Rehmann Capital Advisory Group21,057$732 06/30/2022
     SPEM21,057$732 06/30/2022
Apella Capital LLC20,879$726 06/30/2022
     SPEM20,879$726 06/30/2022
Marshall Financial Group LLC20,644$718 06/30/2022
     SPEM20,644$718 06/30/2022
Financial Advocates Investment Management20,566$715 06/30/2022
     SPEM20,566$715 06/30/2022
Hutchens & Kramer Investment Management Group LLC20,259$700 06/30/2022
     SPEM20,259$700 06/30/2022
Tcwp LLC20,130$699 06/30/2022
     SPEM20,130$699 06/30/2022
Golden State Wealth Management LLC18,031$697 03/31/2022
     SPEM18,031$697 03/31/2022
Bluestein R H & Co.19,532$679 06/30/2022
     SPEM19,532$679 06/30/2022
BKD Wealth Advisors LLC19,511$678 06/30/2022
     SPEM19,511$678 06/30/2022
Ellevest Inc.19,434$676 06/30/2022
     SPEM19,434$676 06/30/2022
IAG Wealth Partners LLC18,907$657 06/30/2022
     SPEM18,907$657 06/30/2022
Morling Financial Advisors LLC18,860$656 06/30/2022
     SPEM18,860$656 06/30/2022
Citigroup Inc.18,524$644 06/30/2022
     SPEM18,524$644 06/30/2022
14,471$639 06/30/2022
     SPEM14,471$639 06/30/2022
Resources Investment Advisors LLC.18,351$638 06/30/2022
     SPEM18,351$638 06/30/2022
Annex Advisory Services LLC17,768$618 06/30/2022
     SPEM17,768$618 06/30/2022
Baker Tilly Financial LLC17,779$618 06/30/2022
     SPEM17,779$618 06/30/2022
Apollon Wealth Management LLC17,738$617 06/30/2022
     SPEM17,738$617 06/30/2022
Calton & Associates Inc.17,695$615 06/30/2022
     SPEM17,695$615 06/30/2022
Quent Capital LLC17,575$611 06/30/2022
     SPEM17,575$611 06/30/2022
Brinker Capital Investments LLC17,409$605 06/30/2022
     SPEM17,409$605 06/30/2022
Ten Capital Wealth Advisors LLC17,328$602 06/30/2022
     SPEM17,328$602 06/30/2022
Triumph Capital Management17,153$596 06/30/2022
     SPEM17,153$596 06/30/2022
Rockefeller Capital Management L.P.17,151$596 06/30/2022
     SPEM17,151$596 06/30/2022
Relative Value Partners Group LLC17,026$589 06/30/2022
     SPEM17,026$589 06/30/2022
CoreCap Advisors LLC16,699$581 06/30/2022
     SPEM16,699$581 06/30/2022
OLD Second National Bank of Aurora16,680$580 06/30/2022
     SPEM16,680$580 06/30/2022
SNS Financial Group LLC16,596$577 06/30/2022
     SPEM16,596$577 06/30/2022
Prudential Financial Inc.16,459$575 06/30/2022
     SPEM16,459$575 06/30/2022
Steward Partners Investment Advisory LLC16,445$572 06/30/2022
     SPEM16,445$572 06/30/2022
Comerica Bank16,494$563 06/30/2022
     SPEM16,494$563 06/30/2022
KerberRose Wealth Management LLC15,807$550 06/30/2022
     SPEM15,807$550 06/30/2022
Retirement Income Solutions Inc15,744$547 06/30/2022
     SPEM15,744$547 06/30/2022
Strategic Investment Advisors MI15,593$542 06/30/2022
     SPEM15,593$542 06/30/2022
Professional Financial Advisors LLC15,479$538 06/30/2022
     SPEM15,479$538 06/30/2022
National Bank of Canada FI15,418$536 06/30/2022
     SPEM15,418$536 06/30/2022
E&G Advisors LP14,866$517 06/30/2022
     SPEM14,866$517 06/30/2022
Dixon Hughes Goodman Wealth Advisors LLC13,392$517 03/31/2022
     SPEM13,392$517 03/31/2022
Aire Advisors LLC14,785$515 06/30/2022
     SPEM14,785$515 06/30/2022
Livingston Group Asset Management CO operating as Southport Capital Management 12,986$502 03/31/2022
     SPEM12,986$502 03/31/2022
FMR LLC14,318$498 06/30/2022
     SPEM14,318$498 06/30/2022
TFG Advisers LLC14,325$498 06/30/2022
     SPEM14,325$498 06/30/2022
Strategic Financial Planning Inc.13,877$482 06/30/2022
     SPEM13,877$482 06/30/2022
Strategic Wealth Advisors Group LLC13,495$469 06/30/2022
     SPEM13,495$469 06/30/2022
Wolff Financial Management LLC13,352$464 06/30/2022
     SPEM13,352$464 06/30/2022
WBH Advisory Inc.13,701$463 06/30/2022
     SPEM13,701$463 06/30/2022
Flagship Private Wealth LLC13,130$457 06/30/2022
     SPEM13,130$457 06/30/2022
Empirical Financial Services LLC d.b.a. Empirical Wealth Management12,965$451 06/30/2022
     SPEM12,965$451 06/30/2022
H&H Retirement Design & Management INC13,004$446 06/30/2022
     SPEM13,004$446 06/30/2022
Karlinski Andrew C12,700$442 06/30/2022
     SPEM12,700$442 06/30/2022
Kathleen S. Wright Associates Inc.12,652$440 06/30/2022
     SPEM12,652$440 06/30/2022
Carnegie Capital Asset Management LLC12,616$439 06/30/2022
     SPEM12,616$439 06/30/2022
Insight Advisors LLC PA12,611$436 06/30/2022
     SPEM12,611$436 06/30/2022
Buckingham Strategic Partners12,513$436 06/30/2022
     SPEM12,513$436 06/30/2022
Running Point Capital Advisors LLC12,228$425 06/30/2022
     SPEM12,228$425 06/30/2022
Koss Olinger Consulting LLC12,068$420 06/30/2022
     SPEM12,068$420 06/30/2022
Paradigm Financial Partners LLC12,033$418 06/30/2022
     SPEM12,033$418 06/30/2022
Aspire Wealth Management Corp12,015$418 06/30/2022
     SPEM12,015$418 06/30/2022
Parallel Advisors LLC11,984$417 06/30/2022
     SPEM11,984$417 06/30/2022
Strategic Asset Management LLC11,963$416 06/30/2022
     SPEM11,963$416 06/30/2022
Avantax Advisory Services Inc.11,915$414 06/30/2022
     SPEM11,915$414 06/30/2022
SJS Investment Consulting Inc.10,497$406 03/31/2022
     SPEM10,497$406 03/31/2022
Modera Wealth Management LLC11,527$401 06/30/2022
     SPEM11,527$401 06/30/2022
Onyx Bridge Wealth Group LLC11,736$400 06/30/2022
     SPEM11,736$400 06/30/2022
Balasa Dinverno & Foltz LLC11,395$396 06/30/2022
     SPEM11,395$396 06/30/2022
Merit Financial Group LLC11,351$395 06/30/2022
     SPEM11,351$395 06/30/2022
Financial Partners Group Inc11,365$395 06/30/2022
     SPEM11,365$395 06/30/2022
Howard Financial Services LTD.11,207$390 06/30/2022
     SPEM11,207$390 06/30/2022
11,176$389 06/30/2022
     SPEM11,176$389 06/30/2022
Belpointe Asset Management LLC11,057$384 06/30/2022
     SPEM11,057$384 06/30/2022
Capital Asset Advisory Services LLC10,818$376 06/30/2022
     SPEM10,818$376 06/30/2022
Vicus Capital10,774$375 06/30/2022
     SPEM10,774$375 06/30/2022
Lido Advisors LLC10,687$371 06/30/2022
     SPEM10,687$371 06/30/2022
Capital Investment Advisory Services LLC10,606$369 06/30/2022
     SPEM10,606$369 06/30/2022
Ford Financial Group LLC10,603$368 06/30/2022
     SPEM10,603$368 06/30/2022
Pacifica Partners Inc.10,228$364 06/30/2022
     SPEM10,228$364 06/30/2022
NEIRG Wealth Management LLC10,468$364 06/30/2022
     SPEM10,468$364 06/30/2022
Eqis Capital Management Inc.10,450$363 06/30/2022
     SPEM10,450$363 06/30/2022
Wintrust Investments LLC10,324$359 06/30/2022
     SPEM10,324$359 06/30/2022
Regentatlantic Capital LLC10,263$357 06/30/2022
     SPEM10,263$357 06/30/2022
Captrust Financial Advisors10,281$357 06/30/2022
     SPEM10,281$357 06/30/2022
Stone Point Wealth LLC10,236$356 06/30/2022
     SPEM10,236$356 06/30/2022
Gilman Hill Asset Management LLC10,160$353 06/30/2022
     SPEM10,160$353 06/30/2022
Meridian Wealth Management LLC10,137$352 06/30/2022
     SPEM10,137$352 06/30/2022
New England Guild Wealth Advisors Inc.10,009$348 06/30/2022
     SPEM10,009$348 06/30/2022
Chicago Partners Investment Group LLC9,854$340 06/30/2022
     SPEM9,854$340 06/30/2022
United Asset Strategies Inc.9,670$336 06/30/2022
     SPEM9,670$336 06/30/2022
Eclectic Associates Inc. ADV9,528$331 06/30/2022
     SPEM9,528$331 06/30/2022
Roosevelt Investment Group Inc.9,481$330 06/30/2022
     SPEM9,481$330 06/30/2022
Hudson Valley Investment Advisors Inc. ADV9,461$329 06/30/2022
     SPEM9,461$329 06/30/2022
EQ LLC9,462$329 06/30/2022
     SPEM9,462$329 06/30/2022
Strategic Blueprint LLC9,447$328 06/30/2022
     SPEM9,447$328 06/30/2022
Money Concepts Capital Corp9,368$324 06/30/2022
     SPEM9,368$324 06/30/2022
Montz Harcus Wealth Management LLC9,037$314 06/30/2022
     SPEM9,037$314 06/30/2022
Fusion Family Wealth LLC8,835$307 06/30/2022
     SPEM8,835$307 06/30/2022
Range Financial Group LLC8,831$307 06/30/2022
     SPEM8,831$307 06/30/2022
IFG Advisory LLC8,744$304 06/30/2022
     SPEM8,744$304 06/30/2022
Redmond Asset Management LLC8,717$303 06/30/2022
     SPEM8,717$303 06/30/2022
Goldman Sachs Group Inc.8,611$299 06/30/2022
     SPEM8,611$299 06/30/2022
Tennessee Valley Asset Management Partners8,443$294 06/30/2022
     SPEM8,443$294 06/30/2022
Firestone Capital Management8,390$292 06/30/2022
     SPEM8,390$292 06/30/2022
NorthRock Partners LLC4,926$291 06/30/2022
     SPEM4,926$291 06/30/2022
J.W. Cole Advisors Inc.8,249$287 06/30/2022
     SPEM8,249$287 06/30/2022
Brown Brothers Harriman & Co.8,100$282 06/30/2022
     SPEM8,100$282 06/30/2022
NBT Bank N A NY8,108$282 06/30/2022
     SPEM8,108$282 06/30/2022
8,353$281 06/30/2022
     SPEM8,353$281 06/30/2022
Vantage Investment Partners LLC7,974$277 06/30/2022
     SPEM7,974$277 06/30/2022
Independent Wealth Network Inc.7,935$276 06/30/2022
     SPEM7,935$276 06/30/2022
TKG Advisors LLC7,900$275 06/30/2022
     SPEM7,900$275 06/30/2022
Private Trust Co. NA7,867$274 06/30/2022
     SPEM7,867$274 06/30/2022
Eudaimonia Partners LLC7,770$270 06/30/2022
     SPEM7,770$270 06/30/2022
Prime Capital Investment Advisors LLC7,700$268 06/30/2022
     SPEM7,700$268 06/30/2022
Claro Advisors LLC7,665$267 06/30/2022
     SPEM7,665$267 06/30/2022
Macroview Investment Management LLC7,545$262 06/30/2022
     SPEM7,545$262 06/30/2022
Eagle Rock Investment Company LLC7,336$255 06/30/2022
     SPEM7,336$255 06/30/2022
BOKF NA7,143$248 06/30/2022
     SPEM7,143$248 06/30/2022
Selective Wealth Management Inc.7,052$245 06/30/2022
     SPEM7,052$245 06/30/2022
Mcdonald Partners LLC6,983$243 06/30/2022
     SPEM6,983$243 06/30/2022
Compass Financial Advisors LLC6,981$243 06/30/2022
     SPEM6,981$243 06/30/2022
Sheets Smith Wealth Management6,948$242 06/30/2022
     SPEM6,948$242 06/30/2022
WealthPLAN Partners LLC6,658$242 03/31/2022
     SPEM6,658$242 03/31/2022
WealthPlan Investment Management LLC6,658$242 03/31/2022
     SPEM6,658$242 03/31/2022
Investments & Financial Planning LLC6,938$241 06/30/2022
     SPEM6,938$241 06/30/2022
Strategic Wealth Partners Ltd.6,836$238 06/30/2022
     SPEM6,836$238 06/30/2022
Lehman & Derafelo Financial Resources LLC6,848$238 06/30/2022
     SPEM6,848$238 06/30/2022
Secure Asset Management LLC6,806$237 06/30/2022
     SPEM6,806$237 06/30/2022
Whittier Trust Co.6,770$235 06/30/2022
     SPEM6,770$235 06/30/2022
AWM Capital LLC6,754$235 06/30/2022
     SPEM6,754$235 06/30/2022
American Trust6,076$235 03/31/2022
     SPEM6,076$235 03/31/2022
Nottingham Advisors Inc.6,737$234 06/30/2022
     SPEM6,737$234 06/30/2022
Concord Wealth Partners6,663$232 06/30/2022
     SPEM6,663$232 06/30/2022
Cozad Asset Management Inc.6,630$231 06/30/2022
     SPEM6,630$231 06/30/2022
6,668$231 06/30/2022
     SPEM6,668$231 06/30/2022
Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,680$231 06/30/2022
     SPEM6,680$231 06/30/2022
Stephens Inc. AR6,606$230 06/30/2022
     SPEM6,606$230 06/30/2022
Tectonic Advisors LLC6,475$225 06/30/2022
     SPEM6,475$225 06/30/2022
Spire Wealth Management6,410$223 06/30/2022
     SPEM6,410$223 06/30/2022
American Money Management LLC6,314$220 06/30/2022
     SPEM6,314$220 06/30/2022
Pinnacle Family Advisors LLC6,339$220 06/30/2022
     SPEM6,339$220 06/30/2022
Zacks Investment Management6,300$219 06/30/2022
     SPEM6,300$219 06/30/2022
Evergreen Capital Management LLC6,293$219 06/30/2022
     SPEM6,293$219 06/30/2022
Prentice Wealth Management LLC6,259$218 06/30/2022
     SPEM6,259$218 06/30/2022
Astoria Strategic Wealth Inc.6,188$215 06/30/2022
     SPEM6,188$215 06/30/2022
Cary Street Partners Investment Advisory LLC6,145$214 06/30/2022
     SPEM6,145$214 06/30/2022
Lantz Financial LLC6,132$213 06/30/2022
     SPEM6,132$213 06/30/2022
Wedmont Private Capital6,114$213 06/30/2022
     SPEM6,114$213 06/30/2022
Coldstream Capital Management Inc.6,078$211 06/30/2022
     SPEM6,078$211 06/30/2022
Fernwood Investment Management LLC6,044$210 06/30/2022
     SPEM6,044$210 06/30/2022
Landmark Wealth Management LLC6,001$209 06/30/2022
     SPEM6,001$209 06/30/2022
True North Advisors LLC6,000$208 06/30/2022
     SPEM6,000$208 06/30/2022
City State Bank5,980$208 06/30/2022
     SPEM5,980$208 06/30/2022
Mercer Global Advisors Inc. ADV5,893$205 06/30/2022
     SPEM5,893$205 06/30/2022
Beacon Financial Advisory LLC5,846$203 06/30/2022
     SPEM5,846$203 06/30/2022
Kavar Capital Partners Group LLC5,802$202 06/30/2022
     SPEM5,802$202 06/30/2022
The PNC Financial Services Group Inc.5,631$195 06/30/2022
     SPEM5,631$195 06/30/2022
MBM Wealth Consultants LLC5,432$189 06/30/2022
     SPEM5,432$189 06/30/2022
Washington Trust Advisors Inc.5,040$175 06/30/2022
     SPEM5,040$175 06/30/2022
Ambassador Advisors LLC4,995$173 06/30/2022
     SPEM4,995$173 06/30/2022
US Bancorp DE4,766$166 06/30/2022
     SPEM4,766$166 06/30/2022
Tower Research Capital LLC TRC 4,667$162 06/30/2022
     SPEM4,667$162 06/30/2022
Laurel Wealth Advisors LLC4,335$151 06/30/2022
     SPEM4,335$151 06/30/2022
Qube Research & Technologies Ltd4,119$143 06/30/2022
     SPEM4,119$143 06/30/2022
Sage Mountain Advisors LLC3,901$136 06/30/2022
     SPEM3,901$136 06/30/2022
Acropolis Investment Management LLC3,768$131 06/30/2022
     SPEM3,768$131 06/30/2022
RWM Asset Management LLC3,519$122 06/30/2022
     SPEM3,519$122 06/30/2022
BlackRock Inc.3,404$118 06/30/2022
     SPEM3,404$118 06/30/2022
Bessemer Group Inc.3,362$117 06/30/2022
     SPEM3,362$117 06/30/2022
Financial Connections Group Inc.2,985$103 06/30/2022
     SPEM2,985$103 06/30/2022
Evensky & Katz LLC2,899$101 06/30/2022
     SPEM2,899$101 06/30/2022
Roble Belko & Company Inc2,802$97 06/30/2022
     SPEM2,802$97 06/30/2022
AdvisorNet Financial Inc2,772$96 06/30/2022
     SPEM2,772$96 06/30/2022
Bellwether Advisors LLC2,638$91 06/30/2022
     SPEM2,638$91 06/30/2022
Nelson Van Denburg & Campbell Wealth Management Group LLC2,563$89 06/30/2022
     SPEM2,563$89 06/30/2022
Huntington National Bank2,428$85 06/30/2022
     SPEM2,428$85 06/30/2022
WFA of San Diego LLC2,455$85 06/30/2022
     SPEM2,455$85 06/30/2022
Valley National Advisers Inc.2,419$84 06/30/2022
     SPEM2,419$84 06/30/2022
LFA Lugano Financial Advisors SA2,418$84 06/30/2022
     SPEM2,418$84 06/30/2022
Bank of Montreal Can2,361$83 06/30/2022
     SPEM2,361$83 06/30/2022
Goodwin Investment Advisory2,395$83 06/30/2022
     SPEM2,395$83 06/30/2022
Activest Wealth Management2,242$78 06/30/2022
     SPEM2,242$78 06/30/2022
John W. Brooker & Co. CPAs2,058$72 06/30/2022
     SPEM2,058$72 06/30/2022
Clearstead Advisors LLC2,004$70 06/30/2022
     SPEM2,004$70 06/30/2022
Ballast Advisors LLC1,990$69 06/30/2022
     SPEM1,990$69 06/30/2022
Horan Securities Inc.2,027$68 06/30/2022
     SPEM2,027$68 06/30/2022
Tilia Fiduciary Partners Inc.1,978$67 06/30/2022
     SPEM1,978$67 06/30/2022
Oakworth Capital Inc.1,800$63 06/30/2022
     SPEM1,800$63 06/30/2022
M&T Bank Corp51,925$62 06/30/2022
     SPEM51,925$62 06/30/2022
Your Advocates Ltd. LLP1,782$62 06/30/2022
     SPEM1,782$62 06/30/2022
Turim 21 Investimentos Ltda.1,657$58 06/30/2022
     SPEM1,657$58 06/30/2022
Fifth Third Bancorp1,614$56 06/30/2022
     SPEM1,614$56 06/30/2022
Orion Capital Management LLC1,496$52 06/30/2022
     SPEM1,496$52 06/30/2022
Lenox Wealth Advisors LLC1,341$52 03/31/2022
     SPEM1,341$52 03/31/2022
Guardian Wealth Advisors LLC NC1,456$51 06/30/2022
     SPEM1,456$51 06/30/2022
Coastal Capital Group Inc.1,407$49 06/30/2022
     SPEM1,407$49 06/30/2022
Apeiron RIA LLC19,653$46 06/30/2022
     SPEM19,653$46 06/30/2022
Salem Investment Counselors Inc.1,200$42 06/30/2022
     SPEM1,200$42 06/30/2022
PFG Private Wealth Management LLC1,035$36 06/30/2022
     SPEM1,035$36 06/30/2022
Semmax Financial Advisors Inc.990$35 06/30/2022
     SPEM990$35 06/30/2022
Bay Harbor Wealth Management LLC1,005$35 06/30/2022
     SPEM1,005$35 06/30/2022
Total Clarity Wealth Management Inc.1,006$35 06/30/2022
     SPEM1,006$35 06/30/2022
Surevest LLC850$30 06/30/2022
     SPEM850$30 06/30/2022
NewSquare Capital LLC786$27 06/30/2022
     SPEM786$27 06/30/2022
Strengthening Families & Communities LLC658$25 06/30/2022
     SPEM658$25 06/30/2022
C M Bidwell & Associates Ltd.700$24 06/30/2022
     SPEM700$24 06/30/2022
Charter Oak Capital Management LLC689$24 06/30/2022
     SPEM689$24 06/30/2022
First Command Bank653$23 06/30/2022
     SPEM653$23 06/30/2022
First Command Financial Services Inc.653$23 06/30/2022
     SPEM653$23 06/30/2022
Wealthstreet Investment Advisors LLC600$23 03/31/2022
     SPEM600$23 03/31/2022
PrairieView Partners LLC606$21 06/30/2022
     SPEM606$21 06/30/2022
Ancora Advisors LLC556$19 06/30/2022
     SPEM556$19 06/30/2022
Investors Research Corp535$19 06/30/2022
     SPEM535$19 06/30/2022
Coston McIsaac & Partners511$18 06/30/2022
     SPEM511$18 06/30/2022
Zullo Investment Group Inc.494$17 06/30/2022
     SPEM494$17 06/30/2022
PSI Advisors LLC453$16 06/30/2022
     SPEM453$16 06/30/2022
Transamerica Financial Advisors Inc.421$15 06/30/2022
     SPEM421$15 06/30/2022
Financial Advisory Service Inc.389$14 06/30/2022
     SPEM389$14 06/30/2022
JJJ Advisors Inc.393$14 06/30/2022
     SPEM393$14 06/30/2022
Banque Cantonale Vaudoise395$14 06/30/2022
     SPEM395$14 06/30/2022
SOA Wealth Advisors LLC.392$13 06/30/2022
     SPEM392$13 06/30/2022
Beacon Capital Management LLC330$13 06/30/2022
     SPEM330$13 06/30/2022
Front Row Advisors LLC353$12 06/30/2022
     SPEM353$12 06/30/2022
Ahrens Investment Partners LLC300$10 06/30/2022
     SPEM300$10 06/30/2022
Venture Visionary Partners LLC291$10 06/30/2022
     SPEM291$10 06/30/2022
Endurance Wealth Management Inc.250$9 06/30/2022
     SPEM250$9 06/30/2022
Ronald Blue Trust Inc.227$9 06/30/2022
     SPEM227$9 06/30/2022
First Manhattan Co.248$8 06/30/2022
     SPEM248$8 06/30/2022
Motco236$8 06/30/2022
     SPEM236$8 06/30/2022
Pinnacle Bank241$8 06/30/2022
     SPEM241$8 06/30/2022
Ritter Daniher Financial Advisory LLC200$8 03/31/2022
     SPEM200$8 03/31/2022
Ameritas Investment Partners Inc.210$7 06/30/2022
     SPEM210$7 06/30/2022
Lindbrook Capital LLC201$7 06/30/2022
     SPEM201$7 06/30/2022
Lee Financial Co174$6 06/30/2022
     SPEM174$6 06/30/2022
Covington Capital Management157$5 06/30/2022
     SPEM157$5 06/30/2022
Investment Research & Advisory Group Inc.143$5 06/30/2022
     SPEM143$5 06/30/2022
Covestor Ltd134$5 06/30/2022
     SPEM134$5 06/30/2022
Retirement Group LLC126$4 06/30/2022
     SPEM126$4 06/30/2022
88$3 06/30/2022
     SPEM88$3 06/30/2022
Accel Wealth Management70$2 06/30/2022
     SPEM70$2 06/30/2022
Signaturefd LLC29$1 06/30/2022
     SPEM29$1 06/30/2022
AGF Investments LLC29$1 06/30/2022
     SPEM29$1 06/30/2022
TCI Wealth Advisors Inc.18$1 06/30/2022
     SPEM18$1 06/30/2022
TFO TDC LLC32$1 06/30/2022
     SPEM32$1 06/30/2022
JPMorgan Chase & Co.8$0 06/30/2022
     SPEM8$0 06/30/2022
UMB Bank N A MO5$0 06/30/2022
     SPEM5$0 06/30/2022
AllSquare Wealth Management LLC3$0 06/30/2022
     SPEM3$0 06/30/2022
Lumature Wealth Partners LLC8$0 06/30/2022
     SPEM8$0 06/30/2022

See Summary: Institutional Holders of SPEM
See Details: Top 10 Hedge Funds Holding SPEM
Also See: SPEM Holdings Changes

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