HoldingsChannel.com
On this page, we present all of the funds holding SPIB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SPIB, with a link to that fund's top holdings. The next columns indicate the amount of SPIB stock held by each of the funds holding SPIB, followed by the SPIB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 451 funds holding SPIB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Charles Schwab Investment Management Inc.. For more details on the positions held by Charles Schwab Investment Management Inc. (or by any of the other funds holding SPIB), click the fund name in the "Holder" column of the funds-holding-SPIB table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Charles Schwab Investment Management Inc. | 31,103,538 | $1,021,129 | 12/31/2023 |
| SPIB | 31,103,538 | $1,021,129 | 12/31/2023 |
| Charles Schwab Investment Advisory Inc. | 12,906,344 | $423,715 | 12/31/2023 |
| SPIB | 12,906,344 | $423,715 | 12/31/2023 |
| LPL Financial LLC | 12,509,538 | $410,688 | 12/31/2023 |
| SPIB | 12,509,538 | $410,688 | 12/31/2023 |
| Envestnet Asset Management Inc. | 7,704,165 | $252,928 | 12/31/2023 |
| SPIB | 7,704,165 | $252,928 | 12/31/2023 |
| Creative Planning | 7,286,345 | $239,211 | 12/31/2023 |
| SPIB | 7,286,345 | $239,211 | 12/31/2023 |
| Financial Gravity Asset Management Inc. | 5,079,161 | $166,749 | 12/31/2023 |
| SPIB | 5,079,161 | $166,749 | 12/31/2023 |
| D.A. Davidson & CO. | 4,541,908 | $149,111 | 12/31/2023 |
| SPIB | 4,541,908 | $149,111 | 12/31/2023 |
| Wells Fargo & Company MN | 4,286,975 | $140,741 | 12/31/2023 |
| SPIB | 4,286,975 | $140,741 | 12/31/2023 |
| Morgan Stanley | 3,110,418 | $102,115 | 12/31/2023 |
| SPIB | 3,110,418 | $102,115 | 12/31/2023 |
| State of New Jersey Common Pension Fund D | 3,040,000 | $99,803 | 12/31/2023 |
| SPIB | 3,040,000 | $99,803 | 12/31/2023 |
| Cliftonlarsonallen Wealth Advisors LLC | 2,944,758 | $96,676 | 12/31/2023 |
| SPIB | 2,944,758 | $96,676 | 12/31/2023 |
| GE Investment Management CORP. | 2,821,500 | $92,630 | 12/31/2023 |
| SPIB | 2,821,500 | $92,630 | 12/31/2023 |
| Buckingham Capital Management Inc. | 2,575,619 | $84,197 | 03/31/2024 |
| SPIB | 2,575,619 | $84,197 | 03/31/2024 |
| Jane Street Group LLC | 2,564,405 | $84,189 | 12/31/2023 |
| SPIB | 2,564,405 | $84,189 | 12/31/2023 |
| HighTower Advisors LLC | 2,219,074 | $72,846 | 12/31/2023 |
| SPIB | 2,219,074 | $72,846 | 12/31/2023 |
| Eastern Bank | 2,152,828 | $70,677 | 12/31/2023 |
| SPIB | 2,152,828 | $70,677 | 12/31/2023 |
| Capital Advisors Inc. OK | 1,974,895 | $64,836 | 12/31/2023 |
| SPIB | 1,974,895 | $64,836 | 12/31/2023 |
| Mission Wealth Management LP | 1,959,177 | $64,320 | 12/31/2023 |
| SPIB | 1,959,177 | $64,320 | 12/31/2023 |
| Royal Bank of Canada | 1,843,876 | $60,534 | 12/31/2023 |
| SPIB | 1,843,876 | $60,534 | 12/31/2023 |
| Bank of America Corp DE | 1,623,507 | $53,300 | 12/31/2023 |
| SPIB | 1,623,507 | $53,300 | 12/31/2023 |
| True Link Financial Advisors LLC | 1,594,985 | $52,140 | 03/31/2024 |
| SPIB | 1,594,985 | $52,140 | 03/31/2024 |
| Private Advisor Group LLC | 1,452,774 | $47,695 | 12/31/2023 |
| SPIB | 1,452,774 | $47,695 | 12/31/2023 |
| CWM LLC | 1,440,132 | $47,078 | 03/31/2024 |
| SPIB | 1,440,132 | $47,078 | 03/31/2024 |
| Zurich Insurance Group Ltd FI | 1,402,903 | $46,043 | 12/31/2023 |
| SPIB | 1,402,903 | $46,043 | 12/31/2023 |
| Advisors Capital Management LLC | 1,219,579 | $40,039 | 12/31/2023 |
| SPIB | 1,219,579 | $40,039 | 12/31/2023 |
| Stephens Group Asset Management LLC | 1,218,618 | $39,837 | 03/31/2024 |
| SPIB | 1,218,618 | $39,837 | 03/31/2024 |
| ERTS Wealth Advisors LLC | 1,206,628 | $39,445 | 03/31/2024 |
| SPIB | 1,206,628 | $39,445 | 03/31/2024 |
| JPMorgan Chase & Co. | 1,086,871 | $35,682 | 12/31/2023 |
| SPIB | 1,086,871 | $35,682 | 12/31/2023 |
| Trust Co. of Virginia VA | 1,076,730 | $35,198 | 03/31/2024 |
| SPIB | 1,076,730 | $35,198 | 03/31/2024 |
| Ameriprise Financial Inc. | 1,018,883 | $33,373 | 12/31/2023 |
| SPIB | 1,018,883 | $33,373 | 12/31/2023 |
| UBS Group AG | 961,838 | $31,577 | 12/31/2023 |
| SPIB | 961,838 | $31,577 | 12/31/2023 |
| Hudson Valley Investment Advisors Inc. ADV | 953,625 | $31,174 | 03/31/2024 |
| SPIB | 953,625 | $31,174 | 03/31/2024 |
| Eagle Ridge Investment Management | 934,457 | $30,547 | 03/31/2024 |
| SPIB | 934,457 | $30,547 | 03/31/2024 |
| Migdal Insurance & Financial Holdings Ltd. | 890,323 | $29,229 | 12/31/2023 |
| SPIB | 890,323 | $29,229 | 12/31/2023 |
| Advisor Group Holdings Inc. | 889,615 | $29,206 | 12/31/2023 |
| SPIB | 889,615 | $29,206 | 12/31/2023 |
| Burt Wealth Advisors | 776,859 | $25,396 | 03/31/2024 |
| SPIB | 776,859 | $25,396 | 03/31/2024 |
| Allworth Financial LP | 756,969 | $24,745 | 03/31/2024 |
| SPIB | 756,969 | $24,745 | 03/31/2024 |
| Allianz Investment Management U.S. LLC | 743,844 | $24,413 | 12/31/2023 |
| SPIB | 743,844 | $24,413 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 731,259 | $23,905 | 03/31/2024 |
| SPIB | 731,259 | $23,905 | 03/31/2024 |
| ST Germain D J Co. Inc. | 689,555 | $22,542 | 03/31/2024 |
| SPIB | 689,555 | $22,542 | 03/31/2024 |
| Dynamic Advisor Solutions LLC | 684,142 | $22,365 | 03/31/2024 |
| SPIB | 684,142 | $22,365 | 03/31/2024 |
| Cherry Tree Wealth Management LLC | 679,974 | $22,324 | 12/31/2023 |
| SPIB | 679,974 | $22,324 | 12/31/2023 |
| Great Lakes Retirement Inc. | 677,156 | $22,231 | 12/31/2023 |
| SPIB | 677,156 | $22,231 | 12/31/2023 |
| Cabot Wealth Management Inc. | 652,747 | $21,430 | 12/31/2023 |
| SPIB | 652,747 | $21,430 | 12/31/2023 |
| Nottingham Advisors Inc. | 647,681 | $21,263 | 12/31/2023 |
| SPIB | 647,681 | $21,263 | 12/31/2023 |
| Flagstone Financial Management | 621,465 | $20,403 | 12/31/2023 |
| SPIB | 621,465 | $20,403 | 12/31/2023 |
| Cantor Fitzgerald Investment Adviser L.P. | 601,536 | $19,748 | 12/31/2023 |
| SPIB | 601,536 | $19,748 | 12/31/2023 |
| Astoria Portfolio Advisors LLC. | 610,393 | $19,588 | 03/31/2024 |
| SPIB | 610,393 | $19,588 | 03/31/2024 |
| Occidental Asset Management LLC | 589,756 | $19,279 | 03/31/2024 |
| SPIB | 589,756 | $19,279 | 03/31/2024 |
| GenTrust LLC | 565,750 | $18,494 | 03/31/2024 |
| SPIB | 565,750 | $18,494 | 03/31/2024 |
| Squarepoint Ops LLC | 541,396 | $17,774 | 12/31/2023 |
| SPIB | 541,396 | $17,774 | 12/31/2023 |
| Park Avenue Securities LLC | 516,370 | $16,880 | 03/31/2024 |
| SPIB | 516,370 | $16,880 | 03/31/2024 |
| D. E. Shaw & Co. Inc. | 510,900 | $16,773 | 12/31/2023 |
| SPIB | 510,900 | $16,773 | 12/31/2023 |
| Hobbs Group Advisors LLC | 509,009 | $16,711 | 12/31/2023 |
| SPIB | 509,009 | $16,711 | 12/31/2023 |
| Dodds Wealth LLC | 508,522 | $16,695 | 12/31/2023 |
| SPIB | 508,522 | $16,695 | 12/31/2023 |
| Willow Creek Wealth Management Inc. | 500,602 | $16,435 | 12/31/2023 |
| SPIB | 500,602 | $16,435 | 12/31/2023 |
| M&T Bank Corp | 470,518 | $15,447 | 12/31/2023 |
| SPIB | 470,518 | $15,447 | 12/31/2023 |
| Flaharty Asset Management LLC | 459,755 | $15,094 | 12/31/2023 |
| SPIB | 459,755 | $15,094 | 12/31/2023 |
| Wrapmanager Inc. | 458,931 | $15,067 | 12/31/2023 |
| SPIB | 458,931 | $15,067 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 451,075 | $14,809 | 12/31/2023 |
| SPIB | 451,075 | $14,809 | 12/31/2023 |
| Clark Capital Management Group Inc. | 432,998 | $14,215 | 12/31/2023 |
| SPIB | 432,998 | $14,215 | 12/31/2023 |
| Raymond James & Associates | 398,619 | $13,031 | 03/31/2024 |
| SPIB | 398,619 | $13,031 | 03/31/2024 |
| Capital Analysts LLC | 396,466 | $13,016 | 12/31/2023 |
| SPIB | 396,466 | $13,016 | 12/31/2023 |
| Cetera Advisor Networks LLC | 393,683 | $12,925 | 12/31/2023 |
| SPIB | 393,683 | $12,925 | 12/31/2023 |
| Truefg LLC | 389,882 | $12,745 | 03/31/2024 |
| SPIB | 389,882 | $12,745 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 387,938 | $12,682 | 03/31/2024 |
| SPIB | 387,938 | $12,682 | 03/31/2024 |
| Duff & Phelps Investment Management Co. | 352,055 | $11,558 | 12/31/2023 |
| SPIB | 352,055 | $11,558 | 12/31/2023 |
| Brevan Howard Capital Management LP | 350,000 | $11,490 | 12/31/2023 |
| SPIB | 350,000 | $11,490 | 12/31/2023 |
| Garrett Investment Advisors LLC | 341,435 | $11,162 | 03/31/2024 |
| SPIB | 341,435 | $11,162 | 03/31/2024 |
| OLD Mission Capital LLC | 332,273 | $10,909 | 12/31/2023 |
| SPIB | 332,273 | $10,909 | 12/31/2023 |
| StrategIQ Financial Group LLC | 325,260 | $10,678 | 12/31/2023 |
| SPIB | 325,260 | $10,678 | 12/31/2023 |
| State Street Corp | 319,586 | $10,492 | 12/31/2023 |
| SPIB | 319,586 | $10,492 | 12/31/2023 |
| Orion Portfolio Solutions LLC | 295,889 | $9,661 | 12/31/2023 |
| SPIB | 295,889 | $9,661 | 12/31/2023 |
| Janney Montgomery Scott LLC | 276,104 | $9,065 | 12/31/2023 |
| SPIB | 276,104 | $9,065 | 12/31/2023 |
| Fortune 45 LLC | 275,781 | $9,038 | 03/31/2024 |
| SPIB | 275,781 | $9,038 | 03/31/2024 |
| Amtrust Financial Services Inc. | 270,400 | $8,877 | 12/31/2023 |
| SPIB | 270,400 | $8,877 | 12/31/2023 |
| Mirae Asset Global Investments Co. Ltd. | 263,000 | $8,634 | 12/31/2023 |
| SPIB | 263,000 | $8,634 | 12/31/2023 |
| Shilanski & Associates Inc. | 261,175 | $8,538 | 03/31/2024 |
| SPIB | 261,175 | $8,538 | 03/31/2024 |
| Leicht Financial Planning & Wealth Management Inc. | 259,742 | $8,527 | 12/31/2023 |
| SPIB | 259,742 | $8,527 | 12/31/2023 |
| Confluence Investment Management LLC | 246,764 | $8,067 | 03/31/2024 |
| SPIB | 246,764 | $8,067 | 03/31/2024 |
| Integral Investment Advisors Inc. | 239,036 | $7,848 | 12/31/2023 |
| SPIB | 239,036 | $7,848 | 12/31/2023 |
| Zacks Investment Management | 234,086 | $7,685 | 12/31/2023 |
| SPIB | 234,086 | $7,685 | 12/31/2023 |
| Cornerstone Management Inc. | 227,417 | $7,466 | 12/31/2023 |
| SPIB | 227,417 | $7,466 | 12/31/2023 |
| Appleton Partners Inc. MA | 228,012 | $7,454 | 03/31/2024 |
| SPIB | 228,012 | $7,454 | 03/31/2024 |
| Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 222,924 | $7,319 | 12/31/2023 |
| SPIB | 222,924 | $7,319 | 12/31/2023 |
| Bank Hapoalim BM | 222,867 | $7,317 | 12/31/2023 |
| SPIB | 222,867 | $7,317 | 12/31/2023 |
| Cetera Investment Advisers | 220,063 | $7,225 | 12/31/2023 |
| SPIB | 220,063 | $7,225 | 12/31/2023 |
| Global Retirement Partners LLC | 218,107 | $7,130 | 03/31/2024 |
| SPIB | 218,107 | $7,130 | 03/31/2024 |
| Flagship Harbor Advisors LLC | 209,158 | $6,837 | 03/31/2024 |
| SPIB | 209,158 | $6,837 | 03/31/2024 |
| AE Wealth Management LLC | 204,887 | $6,700 | 12/31/2023 |
| SPIB | 204,887 | $6,700 | 12/31/2023 |
| Auour Investments LLC | 205,035 | $6,699 | 12/31/2023 |
| SPIB | 205,035 | $6,699 | 12/31/2023 |
| Proffitt & Goodson Inc. | 196,826 | $6,434 | 03/31/2024 |
| SPIB | 196,826 | $6,434 | 03/31/2024 |
| Vermillion & White Wealth Management Group LLC | 194,935 | $6,400 | 12/31/2023 |
| SPIB | 194,935 | $6,400 | 12/31/2023 |
| Stifel Financial Corp | 192,266 | $6,312 | 12/31/2023 |
| SPIB | 192,266 | $6,312 | 12/31/2023 |
| Wealthsource Partners LLC | 191,214 | $6,278 | 12/31/2023 |
| SPIB | 191,214 | $6,278 | 12/31/2023 |
| Envestnet Portfolio Solutions Inc. | 191,230 | $6,278 | 12/31/2023 |
| SPIB | 191,230 | $6,278 | 12/31/2023 |
| FDx Advisors Inc. | 184,304 | $6,051 | 12/31/2023 |
| SPIB | 184,304 | $6,051 | 12/31/2023 |
| Eqis Capital Management Inc. | 179,083 | $5,879 | 12/31/2023 |
| SPIB | 179,083 | $5,879 | 12/31/2023 |
| Financial Engines Advisors L.L.C. | 177,780 | $5,837 | 12/31/2023 |
| SPIB | 177,780 | $5,837 | 12/31/2023 |
| Integrated Capital Management Inc. | 177,974 | $5,818 | 03/31/2024 |
| SPIB | 177,974 | $5,818 | 03/31/2024 |
| Manning & Napier Group LLC | 177,273 | $5,795 | 03/31/2024 |
| SPIB | 177,273 | $5,795 | 03/31/2024 |
| Cornerstone Wealth Management LLC | 176,157 | $5,759 | 03/31/2024 |
| SPIB | 176,157 | $5,759 | 03/31/2024 |
| Flow Traders U.S. LLC | 175,254 | $5,754 | 12/31/2023 |
| SPIB | 175,254 | $5,754 | 12/31/2023 |
| Fidelity D & D Bancorp Inc. | 168,695 | $5,515 | 03/31/2024 |
| SPIB | 168,695 | $5,515 | 03/31/2024 |
| Bartlett & Co. LLC | 167,089 | $5,491 | 12/31/2023 |
| SPIB | 167,089 | $5,491 | 12/31/2023 |
| Bartlett & CO. Wealth Management LLC | 167,089 | $5,491 | 12/31/2023 |
| SPIB | 167,089 | $5,491 | 12/31/2023 |
| Sheets Smith Wealth Management | 167,177 | $5,488 | 12/31/2023 |
| SPIB | 167,177 | $5,488 | 12/31/2023 |
| Forbes Financial Planning Inc. | 164,343 | $5,395 | 12/31/2023 |
| SPIB | 164,343 | $5,395 | 12/31/2023 |
| Aquire Wealth Advisors LLC | 158,877 | $5,216 | 12/31/2023 |
| SPIB | 158,877 | $5,216 | 12/31/2023 |
| GoalVest Advisory LLC | 158,542 | $5,183 | 03/31/2024 |
| SPIB | 158,542 | $5,183 | 03/31/2024 |
| HTLF Bank | 154,071 | $5,037 | 03/31/2024 |
| SPIB | 154,071 | $5,037 | 03/31/2024 |
| Municipal Employees Retirement System of Michigan | 150,225 | $4,911 | 03/31/2024 |
| SPIB | 150,225 | $4,911 | 03/31/2024 |
| Towercrest Capital Management | 148,705 | $4,882 | 12/31/2023 |
| SPIB | 148,705 | $4,882 | 12/31/2023 |
| Vista Investment Management | 146,675 | $4,815 | 12/31/2023 |
| SPIB | 146,675 | $4,815 | 12/31/2023 |
| Merit Financial Group LLC | 142,499 | $4,678 | 12/31/2023 |
| SPIB | 142,499 | $4,678 | 12/31/2023 |
| Snowden Capital Advisors LLC | 142,413 | $4,675 | 12/31/2023 |
| SPIB | 142,413 | $4,675 | 12/31/2023 |
| Wayfinding Financial LLC | 141,629 | $4,649 | 12/31/2023 |
| SPIB | 141,629 | $4,649 | 12/31/2023 |
| Buckingham Strategic Partners | 141,459 | $4,644 | 12/31/2023 |
| SPIB | 141,459 | $4,644 | 12/31/2023 |
| EP Wealth Advisors LLC | 139,765 | $4,588 | 12/31/2023 |
| SPIB | 139,765 | $4,588 | 12/31/2023 |
| Roundview Capital LLC | 139,460 | $4,578 | 12/31/2023 |
| SPIB | 139,460 | $4,578 | 12/31/2023 |
| Avantax Advisory Services Inc. | 138,908 | $4,560 | 12/31/2023 |
| SPIB | 138,908 | $4,560 | 12/31/2023 |
| Ignite Planners LLC | 139,340 | $4,520 | 03/31/2024 |
| SPIB | 139,340 | $4,520 | 03/31/2024 |
| CFS Investment Advisory Services LLC | 135,028 | $4,433 | 12/31/2023 |
| SPIB | 135,028 | $4,433 | 12/31/2023 |
| Renaissance Technologies LLC | 135,000 | $4,432 | 12/31/2023 |
| SPIB | 135,000 | $4,432 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 133,477 | $4,382 | 12/31/2023 |
| SPIB | 133,477 | $4,382 | 12/31/2023 |
| Ausdal Financial Partners Inc. | 133,956 | $4,379 | 03/31/2024 |
| SPIB | 133,956 | $4,379 | 03/31/2024 |
| HRT Financial LP | 131,741 | $4,325 | 12/31/2023 |
| SPIB | 131,741 | $4,325 | 12/31/2023 |
| Vestmark Advisory Solutions Inc. | 129,582 | $4,254 | 12/31/2023 |
| SPIB | 129,582 | $4,254 | 12/31/2023 |
| Mariner LLC | 128,327 | $4,213 | 12/31/2023 |
| SPIB | 128,327 | $4,213 | 12/31/2023 |
| Commonwealth Equity Services LLC | 127,572 | $4,188 | 12/31/2023 |
| SPIB | 127,572 | $4,188 | 12/31/2023 |
| Treynor Bancshares Inc. | 127,171 | $4,175 | 12/31/2023 |
| SPIB | 127,171 | $4,175 | 12/31/2023 |
| Money Concepts Capital Corp | 125,855 | $4,132 | 12/31/2023 |
| SPIB | 125,855 | $4,132 | 12/31/2023 |
| Alps Advisors Inc. | 124,320 | $4,081 | 12/31/2023 |
| SPIB | 124,320 | $4,081 | 12/31/2023 |
| Nilsine Partners LLC | 124,276 | $4,063 | 03/31/2024 |
| SPIB | 124,276 | $4,063 | 03/31/2024 |
| MML Investors Services LLC | 120,177 | $3,945 | 12/31/2023 |
| SPIB | 120,177 | $3,945 | 12/31/2023 |
| Foster & Motley Inc. | 118,220 | $3,865 | 03/31/2024 |
| SPIB | 118,220 | $3,865 | 03/31/2024 |
| RDA Financial Network | 116,540 | $3,810 | 03/31/2024 |
| SPIB | 116,540 | $3,810 | 03/31/2024 |
| Adams Wealth Management | 112,961 | $3,709 | 12/31/2023 |
| SPIB | 112,961 | $3,709 | 12/31/2023 |
| Systelligence LLC | 113,300 | $3,704 | 03/31/2024 |
| SPIB | 113,300 | $3,704 | 03/31/2024 |
| SWS Partners | 112,085 | $3,680 | 12/31/2023 |
| SPIB | 112,085 | $3,680 | 12/31/2023 |
| Foster Victor Wealth Advisors LLC | 112,192 | $3,663 | 12/31/2023 |
| SPIB | 112,192 | $3,663 | 12/31/2023 |
| HM Payson & Co. | 110,579 | $3,630 | 12/31/2023 |
| SPIB | 110,579 | $3,630 | 12/31/2023 |
| 1620 Investment Advisors Inc. | 109,006 | $3,579 | 12/31/2023 |
| SPIB | 109,006 | $3,579 | 12/31/2023 |
| Wealth Advisory Solutions LLC | 109,349 | $3,575 | 03/31/2024 |
| SPIB | 109,349 | $3,575 | 03/31/2024 |
| DLK Investment Management LLC | 108,691 | $3,553 | 03/31/2024 |
| SPIB | 108,691 | $3,553 | 03/31/2024 |
| CSM Advisors LLC | 106,600 | $3,500 | 12/31/2023 |
| SPIB | 106,600 | $3,500 | 12/31/2023 |
| NSI Retail Advisors LLC | 106,600 | $3,500 | 12/31/2023 |
| SPIB | 106,600 | $3,500 | 12/31/2023 |
| Relative Value Partners Group LLC | 105,742 | $3,472 | 12/31/2023 |
| SPIB | 105,742 | $3,472 | 12/31/2023 |
| Walker Financial Services Inc. | 104,700 | $3,423 | 03/31/2024 |
| SPIB | 104,700 | $3,423 | 03/31/2024 |
| Hofer & Associates. Inc | 101,032 | $3,303 | 03/31/2024 |
| SPIB | 101,032 | $3,303 | 03/31/2024 |
| Jefferies Financial Group Inc. | 100,000 | $3,283 | 12/31/2023 |
| SPIB | 100,000 | $3,283 | 12/31/2023 |
| NorthCrest Asset Manangement LLC | 94,281 | $3,082 | 03/31/2024 |
| SPIB | 94,281 | $3,082 | 03/31/2024 |
| Susquehanna International Group LLP | 93,223 | $3,061 | 12/31/2023 |
| SPIB | 93,223 | $3,061 | 12/31/2023 |
| FSB Premier Wealth Management Inc. | 92,683 | $3,043 | 12/31/2023 |
| SPIB | 92,683 | $3,043 | 12/31/2023 |
| Farther Finance Advisors LLC | 92,433 | $3,035 | 12/31/2023 |
| SPIB | 92,433 | $3,035 | 12/31/2023 |
| Forum Private Client Group LLC | 91,776 | $3,013 | 12/31/2023 |
| SPIB | 91,776 | $3,013 | 12/31/2023 |
| Stratos Wealth Partners LTD. | 91,428 | $2,989 | 03/31/2024 |
| SPIB | 91,428 | $2,989 | 03/31/2024 |
| Probity Advisors Inc. | 90,508 | $2,971 | 12/31/2023 |
| SPIB | 90,508 | $2,971 | 12/31/2023 |
| Alliance Wealth Management Group | 89,651 | $2,943 | 12/31/2023 |
| SPIB | 89,651 | $2,943 | 12/31/2023 |
| Captrust Financial Advisors | 89,494 | $2,938 | 12/31/2023 |
| SPIB | 89,494 | $2,938 | 12/31/2023 |
| Truist Financial Corp | 88,968 | $2,921 | 12/31/2023 |
| SPIB | 88,968 | $2,921 | 12/31/2023 |
| Prudential Financial Inc. | 88,501 | $2,905 | 12/31/2023 |
| SPIB | 88,501 | $2,905 | 12/31/2023 |
| Geneos Wealth Management Inc. | 84,777 | $2,783 | 12/31/2023 |
| SPIB | 84,777 | $2,783 | 12/31/2023 |
| Pacific Financial Group Inc. | 84,311 | $2,768 | 12/31/2023 |
| SPIB | 84,311 | $2,768 | 12/31/2023 |
| Cetera Advisors LLC | 84,214 | $2,765 | 12/31/2023 |
| SPIB | 84,214 | $2,765 | 12/31/2023 |
| Advisory Services Network LLC | 83,508 | $2,742 | 12/31/2023 |
| SPIB | 83,508 | $2,742 | 12/31/2023 |
| TrueWealth Advisors LLC | 82,169 | $2,686 | 03/31/2024 |
| SPIB | 82,169 | $2,686 | 03/31/2024 |
| CI Private Wealth LLC | 81,060 | $2,661 | 12/31/2023 |
| SPIB | 81,060 | $2,661 | 12/31/2023 |
| Atria Wealth Solutions Inc. | 81,023 | $2,660 | 12/31/2023 |
| SPIB | 81,023 | $2,660 | 12/31/2023 |
| Prospera Financial Services Inc | 80,476 | $2,642 | 12/31/2023 |
| SPIB | 80,476 | $2,642 | 12/31/2023 |
| Summit Financial LLC | 78,527 | $2,567 | 03/31/2024 |
| SPIB | 78,527 | $2,567 | 03/31/2024 |
| Western Wealth Management LLC | 77,112 | $2,532 | 12/31/2023 |
| SPIB | 77,112 | $2,532 | 12/31/2023 |
| Millennium Management LLC | 75,907 | $2,492 | 12/31/2023 |
| SPIB | 75,907 | $2,492 | 12/31/2023 |
| Consolidated Portfolio Review Corp | 74,946 | $2,460 | 12/31/2023 |
| SPIB | 74,946 | $2,460 | 12/31/2023 |
| PFG Investments LLC | 74,400 | $2,432 | 03/31/2024 |
| SPIB | 74,400 | $2,432 | 03/31/2024 |
| Stratos Wealth Advisors LLC | 73,451 | $2,401 | 03/31/2024 |
| SPIB | 73,451 | $2,401 | 03/31/2024 |
| Kestra Advisory Services LLC | 72,264 | $2,372 | 12/31/2023 |
| SPIB | 72,264 | $2,372 | 12/31/2023 |
| Arete Wealth Advisors LLC | 71,495 | $2,347 | 12/31/2023 |
| SPIB | 71,495 | $2,347 | 12/31/2023 |
| Axxcess Wealth Management LLC | 70,780 | $2,324 | 12/31/2023 |
| SPIB | 70,780 | $2,324 | 12/31/2023 |
| Breakwater Capital Group | 70,781 | $2,314 | 03/31/2024 |
| SPIB | 70,781 | $2,314 | 03/31/2024 |
| Fisher Asset Management LLC | 68,601 | $2,252 | 12/31/2023 |
| SPIB | 68,601 | $2,252 | 12/31/2023 |
| Stephens Inc. AR | 68,287 | $2,242 | 12/31/2023 |
| SPIB | 68,287 | $2,242 | 12/31/2023 |
| KC Investment Advisors LLC | 67,591 | $2,219 | 12/31/2023 |
| SPIB | 67,591 | $2,219 | 12/31/2023 |
| Banco Santander S.A. | 66,526 | $2,184 | 12/31/2023 |
| SPIB | 66,526 | $2,184 | 12/31/2023 |
| Bank of New York Mellon Corp | 66,563 | $2,176 | 03/31/2024 |
| SPIB | 66,563 | $2,176 | 03/31/2024 |
| Private Trust Co. NA | 66,012 | $2,158 | 03/31/2024 |
| SPIB | 66,012 | $2,158 | 03/31/2024 |
| SignalPoint Asset Management LLC | 65,080 | $2,127 | 03/31/2024 |
| SPIB | 65,080 | $2,127 | 03/31/2024 |
| Koshinski Asset Management Inc. | 64,421 | $2,115 | 12/31/2023 |
| SPIB | 64,421 | $2,115 | 12/31/2023 |
| Vectors Research Management LLC | 63,004 | $2,068 | 12/31/2023 |
| SPIB | 63,004 | $2,068 | 12/31/2023 |
| Cerity Partners LLC | 62,943 | $2,066 | 12/31/2023 |
| SPIB | 62,943 | $2,066 | 12/31/2023 |
| River Street Advisors LLC | 60,454 | $1,976 | 03/31/2024 |
| SPIB | 60,454 | $1,976 | 03/31/2024 |
| Principal Securities Inc. | 59,921 | $1,967 | 12/31/2023 |
| SPIB | 59,921 | $1,967 | 12/31/2023 |
| Bailard Inc. | 57,987 | $1,904 | 12/31/2023 |
| SPIB | 57,987 | $1,904 | 12/31/2023 |
| Wealthcare Advisory Partners LLC | 57,865 | $1,892 | 03/31/2024 |
| SPIB | 57,865 | $1,892 | 03/31/2024 |
| Gateway Wealth Partners LLC | 57,546 | $1,889 | 12/31/2023 |
| SPIB | 57,546 | $1,889 | 12/31/2023 |
| National Asset Management Inc. | 56,944 | $1,869 | 12/31/2023 |
| SPIB | 56,944 | $1,869 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 56,448 | $1,845 | 03/31/2024 |
| SPIB | 56,448 | $1,845 | 03/31/2024 |
| MGO Private Wealth LLC | 54,420 | $1,779 | 03/31/2024 |
| SPIB | 54,420 | $1,779 | 03/31/2024 |
| Trilogy Capital Inc. | 54,394 | $1,778 | 03/31/2024 |
| SPIB | 54,394 | $1,778 | 03/31/2024 |
| BLB&B Advisors LLC | 53,035 | $1,741 | 12/31/2023 |
| SPIB | 53,035 | $1,741 | 12/31/2023 |
| Kovitz Investment Group Partners LLC | 52,992 | $1,740 | 12/31/2023 |
| SPIB | 52,992 | $1,740 | 12/31/2023 |
| DAGCO Inc. | 52,814 | $1,734 | 12/31/2023 |
| SPIB | 52,814 | $1,734 | 12/31/2023 |
| Dynamic Wealth Strategies LLC | 52,814 | $1,734 | 12/31/2023 |
| SPIB | 52,814 | $1,734 | 12/31/2023 |
| Atria Investments LLC | 52,515 | $1,724 | 12/31/2023 |
| SPIB | 52,515 | $1,724 | 12/31/2023 |
| Courier Capital LLC | 52,467 | $1,715 | 03/31/2024 |
| SPIB | 52,467 | $1,715 | 03/31/2024 |
| Strategic Investment Advisors MI | 52,242 | $1,708 | 03/31/2024 |
| SPIB | 52,242 | $1,708 | 03/31/2024 |
| Kingsview Wealth Management LLC | 51,683 | $1,697 | 12/31/2023 |
| SPIB | 51,683 | $1,697 | 12/31/2023 |
| Whittier Trust Co. of Nevada Inc. | 50,916 | $1,671 | 12/31/2023 |
| SPIB | 50,916 | $1,671 | 12/31/2023 |
| Kowal Investment Group LLC | 50,591 | $1,654 | 03/31/2024 |
| SPIB | 50,591 | $1,654 | 03/31/2024 |
| Sigma Planning Corp | 47,838 | $1,571 | 12/31/2023 |
| SPIB | 47,838 | $1,571 | 12/31/2023 |
| Stonehage Fleming Financial Services Holdings Ltd | 47,569 | $1,562 | 12/31/2023 |
| SPIB | 47,569 | $1,562 | 12/31/2023 |
| Center For Asset Management LLC | 47,163 | $1,542 | 03/31/2024 |
| SPIB | 47,163 | $1,542 | 03/31/2024 |
| Norway Savings Bank | 47,055 | $1,538 | 03/31/2024 |
| SPIB | 47,055 | $1,538 | 03/31/2024 |
| Hilltop Partners LLC | 46,783 | $1,536 | 12/31/2023 |
| SPIB | 46,783 | $1,536 | 12/31/2023 |
| PFG Advisors | 45,877 | $1,506 | 12/31/2023 |
| SPIB | 45,877 | $1,506 | 12/31/2023 |
| US Bancorp DE | 45,592 | $1,497 | 12/31/2023 |
| SPIB | 45,592 | $1,497 | 12/31/2023 |
| Alaska Permanent Capital Management | 45,536 | $1,489 | 03/31/2024 |
| SPIB | 45,536 | $1,489 | 03/31/2024 |
| Comerica Bank | 45,121 | $1,481 | 12/31/2023 |
| SPIB | 45,121 | $1,481 | 12/31/2023 |
| Two Sigma Securities LLC | 44,719 | $1,468 | 12/31/2023 |
| SPIB | 44,719 | $1,468 | 12/31/2023 |
| GPS Wealth Strategies Group LLC | 43,966 | $1,443 | 12/31/2023 |
| SPIB | 43,966 | $1,443 | 12/31/2023 |
| Clifford Group LLC | 43,937 | $1,442 | 12/31/2023 |
| SPIB | 43,937 | $1,442 | 12/31/2023 |
| BIP Wealth LLC | 43,725 | $1,435 | 12/31/2023 |
| SPIB | 43,725 | $1,435 | 12/31/2023 |
| Rockefeller Capital Management L.P. | 43,344 | $1,423 | 12/31/2023 |
| SPIB | 43,344 | $1,423 | 12/31/2023 |
| Clear Creek Financial Management LLC | 43,350 | $1,423 | 12/31/2023 |
| SPIB | 43,350 | $1,423 | 12/31/2023 |
| Texas Capital Bank Wealth Management Services Inc. | 43,264 | $1,420 | 12/31/2023 |
| SPIB | 43,264 | $1,420 | 12/31/2023 |
| Prevail Innovative Wealth Advisors LLC | 42,653 | $1,400 | 12/31/2023 |
| SPIB | 42,653 | $1,400 | 12/31/2023 |
| Whittier Trust Co. | 42,564 | $1,397 | 12/31/2023 |
| SPIB | 42,564 | $1,397 | 12/31/2023 |
| E&G Advisors LP | 42,536 | $1,390 | 03/31/2024 |
| SPIB | 42,536 | $1,390 | 03/31/2024 |
| Financial Advocates Investment Management | 42,341 | $1,390 | 12/31/2023 |
| SPIB | 42,341 | $1,390 | 12/31/2023 |
| Impact Partnership Wealth LLC | 41,348 | $1,357 | 12/31/2023 |
| SPIB | 41,348 | $1,357 | 12/31/2023 |
| Townsquare Capital LLC | 40,008 | $1,313 | 12/31/2023 |
| SPIB | 40,008 | $1,313 | 12/31/2023 |
| GWM Advisors LLC | 40,138 | $1,311 | 12/31/2023 |
| SPIB | 40,138 | $1,311 | 12/31/2023 |
| Rinkey Investments | 38,185 | $1,254 | 12/31/2023 |
| SPIB | 38,185 | $1,254 | 12/31/2023 |
| IFP Advisors Inc | 37,563 | $1,233 | 12/31/2023 |
| SPIB | 37,563 | $1,233 | 12/31/2023 |
| Insight Advisors LLC PA | 37,460 | $1,230 | 12/31/2023 |
| SPIB | 37,460 | $1,230 | 12/31/2023 |
| Vise Technologies Inc. | 36,871 | $1,210 | 12/31/2023 |
| SPIB | 36,871 | $1,210 | 12/31/2023 |
| King Luther Capital Management Corp | 35,700 | $1,172 | 12/31/2023 |
| SPIB | 35,700 | $1,172 | 12/31/2023 |
| Good Life Advisors LLC | 35,162 | $1,154 | 12/31/2023 |
| SPIB | 35,162 | $1,154 | 12/31/2023 |
| Gerber Kawasaki Wealth & Investment Management | 33,138 | $1,088 | 12/31/2023 |
| SPIB | 33,138 | $1,088 | 12/31/2023 |
| BKA Wealth Consulting Inc. | 33,165 | $1,084 | 03/31/2024 |
| SPIB | 33,165 | $1,084 | 03/31/2024 |
| Sharper & Granite LLC | 33,260 | $1,078 | 03/31/2024 |
| SPIB | 33,260 | $1,078 | 03/31/2024 |
| Accurate Wealth Management LLC | 33,472 | $1,074 | 03/31/2024 |
| SPIB | 33,472 | $1,074 | 03/31/2024 |
| Mercer Global Advisors Inc. ADV | 32,645 | $1,072 | 12/31/2023 |
| SPIB | 32,645 | $1,072 | 12/31/2023 |
| Zhang Financial LLC | 32,577 | $1,065 | 03/31/2024 |
| SPIB | 32,577 | $1,065 | 03/31/2024 |
| IFG Advisory LLC | 31,979 | $1,050 | 12/31/2023 |
| SPIB | 31,979 | $1,050 | 12/31/2023 |
| Proequities Inc. | 30,688 | $1,007 | 12/31/2023 |
| SPIB | 30,688 | $1,007 | 12/31/2023 |
| Qube Research & Technologies Ltd | 30,574 | $1,004 | 12/31/2023 |
| SPIB | 30,574 | $1,004 | 12/31/2023 |
| Condor Capital Management | 29,097 | $955 | 12/31/2023 |
| SPIB | 29,097 | $955 | 12/31/2023 |
| Wealthstar Advisors LLC | 28,426 | $929 | 03/31/2024 |
| SPIB | 28,426 | $929 | 03/31/2024 |
| Cresset Asset Management LLC | 28,065 | $921 | 12/31/2023 |
| SPIB | 28,065 | $921 | 12/31/2023 |
| Winch Advisory Services LLC | 27,946 | $917 | 12/31/2023 |
| SPIB | 27,946 | $917 | 12/31/2023 |
| Latitude Advisors LLC | 27,743 | $907 | 03/31/2024 |
| SPIB | 27,743 | $907 | 03/31/2024 |
| Collaborative Wealth Managment Inc. | 27,052 | $888 | 12/31/2023 |
| SPIB | 27,052 | $888 | 12/31/2023 |
| Prime Capital Investment Advisors LLC | 26,750 | $878 | 12/31/2023 |
| SPIB | 26,750 | $878 | 12/31/2023 |
| SILVER OAK SECURITIES Inc | 26,080 | $856 | 12/31/2023 |
| SPIB | 26,080 | $856 | 12/31/2023 |
| Jacobi Capital Management LLC | 25,993 | $853 | 12/31/2023 |
| SPIB | 25,993 | $853 | 12/31/2023 |
| Clarity Capital Partners LLC | 25,555 | $839 | 12/31/2023 |
| SPIB | 25,555 | $839 | 12/31/2023 |
| Cardiff Park Advisors LLC | 25,510 | $837 | 12/31/2023 |
| SPIB | 25,510 | $837 | 12/31/2023 |
| Interactive Financial Advisors | 25,375 | $833 | 12/31/2023 |
| SPIB | 25,375 | $833 | 12/31/2023 |
| Marion Wealth Management | 25,420 | $831 | 03/31/2024 |
| SPIB | 25,420 | $831 | 03/31/2024 |
| Fifth Third Securities Inc. | 24,980 | $817 | 03/31/2024 |
| SPIB | 24,980 | $817 | 03/31/2024 |
| Community Bank N.A. | 24,880 | $817 | 12/31/2023 |
| SPIB | 24,880 | $817 | 12/31/2023 |
| Legacy CG LLC | 24,595 | $804 | 03/31/2024 |
| SPIB | 24,595 | $804 | 03/31/2024 |
| Columbus Macro LLC | 23,722 | $775 | 03/31/2024 |
| SPIB | 23,722 | $775 | 03/31/2024 |
| Beacon Pointe Advisors LLC | 23,458 | $770 | 12/31/2023 |
| SPIB | 23,458 | $770 | 12/31/2023 |
| Davidson Trust Co. | 23,061 | $757 | 12/31/2023 |
| SPIB | 23,061 | $757 | 12/31/2023 |
| Integrated Advisors Network LLC | 22,908 | $752 | 12/31/2023 |
| SPIB | 22,908 | $752 | 12/31/2023 |
| Ally Invest Advisors Inc. | 22,858 | $750 | 12/31/2023 |
| SPIB | 22,858 | $750 | 12/31/2023 |
| Phoenix Holdings Ltd. | 22,641 | $742 | 12/31/2023 |
| SPIB | 22,641 | $742 | 12/31/2023 |
| RSM US Wealth Management LLC | 22,542 | $740 | 12/31/2023 |
| SPIB | 22,542 | $740 | 12/31/2023 |
| Goldman Sachs Group Inc. | 22,226 | $730 | 12/31/2023 |
| SPIB | 22,226 | $730 | 12/31/2023 |
| Blair William & Co. IL | 21,228 | $697 | 12/31/2023 |
| SPIB | 21,228 | $697 | 12/31/2023 |
| Headlands Technologies LLC | 20,863 | $685 | 12/31/2023 |
| SPIB | 20,863 | $685 | 12/31/2023 |
| Mutual Advisors LLC | 20,382 | $669 | 12/31/2023 |
| SPIB | 20,382 | $669 | 12/31/2023 |
| Legacy Private Trust Co. | 19,968 | $653 | 03/31/2024 |
| SPIB | 19,968 | $653 | 03/31/2024 |
| NBT Bank N A NY | 19,861 | $649 | 03/31/2024 |
| SPIB | 19,861 | $649 | 03/31/2024 |
| Psagot Value Holdings Ltd. Israel | 19,324 | $634 | 12/31/2023 |
| SPIB | 19,324 | $634 | 12/31/2023 |
| Forza Wealth Management LLC | 18,510 | $605 | 03/31/2024 |
| SPIB | 18,510 | $605 | 03/31/2024 |
 Citadel Advisors LLC | $603 | 12/31/2023 | |
| SPIB | 18,160 | $596 | 12/31/2023 |
| Call | 200 | $7 | 12/31/2023 |
| Atticus Wealth Management LLC | 18,328 | $599 | 03/31/2024 |
| SPIB | 18,328 | $599 | 03/31/2024 |
| Tidemark LLC | 18,144 | $596 | 12/31/2023 |
| SPIB | 18,144 | $596 | 12/31/2023 |
| Nwam LLC | 17,961 | $590 | 12/31/2023 |
| SPIB | 17,961 | $590 | 12/31/2023 |
| Horizon Investments LLC | 17,905 | $588 | 12/31/2023 |
| SPIB | 17,905 | $588 | 12/31/2023 |
| Acorn Financial Advisory Services Inc. ADV | 17,782 | $584 | 12/31/2023 |
| SPIB | 17,782 | $584 | 12/31/2023 |
| Harbour Investments Inc. | 17,290 | $568 | 12/31/2023 |
| SPIB | 17,290 | $568 | 12/31/2023 |
| Juncture Wealth Strategies LLC | 16,869 | $551 | 03/31/2024 |
| SPIB | 16,869 | $551 | 03/31/2024 |
| Gradient Investments LLC | 16,716 | $546 | 03/31/2024 |
| SPIB | 16,716 | $546 | 03/31/2024 |
| Pathstone Holdings LLC | 16,374 | $537 | 12/31/2023 |
| SPIB | 16,374 | $537 | 12/31/2023 |
| Mayflower Financial Advisors LLC | 16,047 | $527 | 12/31/2023 |
| SPIB | 16,047 | $527 | 12/31/2023 |
| BKD Wealth Advisors LLC | 15,899 | $520 | 03/31/2024 |
| SPIB | 15,899 | $520 | 03/31/2024 |
| BNP Paribas Arbitrage SA | 15,636 | $513 | 12/31/2023 |
| SPIB | 15,636 | $513 | 12/31/2023 |
| Sowell Financial Services LLC | 14,993 | $492 | 12/31/2023 |
| SPIB | 14,993 | $492 | 12/31/2023 |
| Obermeyer Wood Investment Counsel Lllp | 14,960 | $491 | 12/31/2023 |
| SPIB | 14,960 | $491 | 12/31/2023 |
| BCK Partners Inc. | 14,943 | $491 | 12/31/2023 |
| SPIB | 14,943 | $491 | 12/31/2023 |
| Founders Financial Securities LLC | 15,002 | $490 | 03/31/2024 |
| SPIB | 15,002 | $490 | 03/31/2024 |
| Acorn Wealth Advisors LLC | 14,367 | $472 | 12/31/2023 |
| SPIB | 14,367 | $472 | 12/31/2023 |
| Absolute Capital Management LLC | 14,367 | $472 | 12/31/2023 |
| SPIB | 14,367 | $472 | 12/31/2023 |
| Country Club Bank GFN | 13,819 | $452 | 03/31/2024 |
| SPIB | 13,819 | $452 | 03/31/2024 |
| Baird Financial Group Inc. | 13,619 | $447 | 12/31/2023 |
| SPIB | 13,619 | $447 | 12/31/2023 |
| Lwmg LLC | 13,626 | $447 | 12/31/2023 |
| SPIB | 13,626 | $447 | 12/31/2023 |
| Credit Suisse AG | 13,599 | $446 | 12/31/2023 |
| SPIB | 13,599 | $446 | 12/31/2023 |
| Cypress Financial Planning LLC | 13,426 | $439 | 03/31/2024 |
| SPIB | 13,426 | $439 | 03/31/2024 |
| The PNC Financial Services Group Inc. | 13,302 | $437 | 12/31/2023 |
| SPIB | 13,302 | $437 | 12/31/2023 |
| Lincoln National Corp | 12,879 | $423 | 12/31/2023 |
| SPIB | 12,879 | $423 | 12/31/2023 |
| Curbstone Financial Management Corp | 12,720 | $416 | 03/31/2024 |
| SPIB | 12,720 | $416 | 03/31/2024 |
| Alliance Wealth Advisors LLC | 12,715 | $416 | 03/31/2024 |
| SPIB | 12,715 | $416 | 03/31/2024 |
| Connecticut Wealth Management LLC | 12,460 | $409 | 12/31/2023 |
| SPIB | 12,460 | $409 | 12/31/2023 |
| ICA Group Wealth Management LLC | 11,877 | $390 | 12/31/2023 |
| SPIB | 11,877 | $390 | 12/31/2023 |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 11,577 | $380 | 12/31/2023 |
| SPIB | 11,577 | $380 | 12/31/2023 |
| Perennial Investment Advisors LLC | 11,280 | $370 | 12/31/2023 |
| SPIB | 11,280 | $370 | 12/31/2023 |
| SageView Advisory Group LLC | 11,132 | $365 | 12/31/2023 |
| SPIB | 11,132 | $365 | 12/31/2023 |
| Destiny Capital Corp CO | 11,001 | $361 | 12/31/2023 |
| SPIB | 11,001 | $361 | 12/31/2023 |
| RFG Advisory LLC | 10,880 | $356 | 03/31/2024 |
| SPIB | 10,880 | $356 | 03/31/2024 |
| Betterment LLC | 10,673 | $350 | 12/31/2023 |
| SPIB | 10,673 | $350 | 12/31/2023 |
| Phillips Financial Management LLC | 10,500 | $343 | 03/31/2024 |
| SPIB | 10,500 | $343 | 03/31/2024 |
| LGT Financial Advisors LLC | 10,324 | $339 | 12/31/2023 |
| SPIB | 10,324 | $339 | 12/31/2023 |
| LifePro Asset Management | 10,334 | $338 | 03/31/2024 |
| SPIB | 10,334 | $338 | 03/31/2024 |
| Virtue Capital Management LLC | 10,263 | $334 | 12/31/2023 |
| SPIB | 10,263 | $334 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 10,097 | $331 | 12/31/2023 |
| SPIB | 10,097 | $331 | 12/31/2023 |
| Householder Group Estate & Retirement Specialist LLC | 10,111 | $331 | 12/31/2023 |
| SPIB | 10,111 | $331 | 12/31/2023 |
| Centaurus Financial Inc. | 9,886 | $325 | 12/31/2023 |
| SPIB | 9,886 | $325 | 12/31/2023 |
| Mainstay Capital Management LLC ADV | 9,739 | $320 | 12/31/2023 |
| SPIB | 9,739 | $320 | 12/31/2023 |
| Eclectic Associates Inc. ADV | 9,648 | $315 | 03/31/2024 |
| SPIB | 9,648 | $315 | 03/31/2024 |
| Advisory Alpha LLC | 9,581 | $315 | 12/31/2023 |
| SPIB | 9,581 | $315 | 12/31/2023 |
| Texas Capital Bancshares Inc. TX | 9,541 | $313 | 12/31/2023 |
| SPIB | 9,541 | $313 | 12/31/2023 |
| 1492 Capital Management LLC | 9,325 | $306 | 12/31/2023 |
| SPIB | 9,325 | $306 | 12/31/2023 |
| Northern Oak Wealth Management Inc. | 9,263 | $304 | 12/31/2023 |
| SPIB | 9,263 | $304 | 12/31/2023 |
| PDS Planning Inc | 9,216 | $303 | 12/31/2023 |
| SPIB | 9,216 | $303 | 12/31/2023 |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,145 | $300 | 12/31/2023 |
| SPIB | 9,145 | $300 | 12/31/2023 |
| Drive Wealth Management LLC | 9,053 | $296 | 03/31/2024 |
| SPIB | 9,053 | $296 | 03/31/2024 |
| BHK Investment Advisors LLC | 9,000 | $295 | 12/31/2023 |
| SPIB | 9,000 | $295 | 12/31/2023 |
| Fort Point Capital Partners LLC | 8,686 | $285 | 12/31/2023 |
| SPIB | 8,686 | $285 | 12/31/2023 |
| Acropolis Investment Management LLC | 8,620 | $282 | 03/31/2024 |
| SPIB | 8,620 | $282 | 03/31/2024 |
| Client 1ST Advisory Group LLC | 8,411 | $276 | 12/31/2023 |
| SPIB | 8,411 | $276 | 12/31/2023 |
| Penobscot Investment Management Company Inc. | 8,120 | $267 | 12/31/2023 |
| SPIB | 8,120 | $267 | 12/31/2023 |
| SlateStone Wealth LLC | 8,064 | $265 | 12/31/2023 |
| SPIB | 8,064 | $265 | 12/31/2023 |
| Equitable Holdings Inc. | 7,944 | $261 | 12/31/2023 |
| SPIB | 7,944 | $261 | 12/31/2023 |
| Encompass More Asset Management | 7,861 | $258 | 12/31/2023 |
| SPIB | 7,861 | $258 | 12/31/2023 |
| Capital Investment Advisory Services LLC | 7,857 | $257 | 03/31/2024 |
| SPIB | 7,857 | $257 | 03/31/2024 |
| Midwest Heritage Bank FSB | 7,798 | $255 | 03/31/2024 |
| SPIB | 7,798 | $255 | 03/31/2024 |
| Strategic Financial Concepts LLC | 7,575 | $248 | 03/31/2024 |
| SPIB | 7,575 | $248 | 03/31/2024 |
| Raymond James Trust N.A. | 7,525 | $246 | 03/31/2024 |
| SPIB | 7,525 | $246 | 03/31/2024 |
| Alpha Cubed Investments LLC | 7,312 | $239 | 03/31/2024 |
| SPIB | 7,312 | $239 | 03/31/2024 |
| West Michigan Advisors LLC | 7,195 | $236 | 12/31/2023 |
| SPIB | 7,195 | $236 | 12/31/2023 |
| Cooper Financial Group | 7,068 | $231 | 03/31/2024 |
| SPIB | 7,068 | $231 | 03/31/2024 |
| Berger Financial Group Inc | 6,978 | $228 | 03/31/2024 |
| SPIB | 6,978 | $228 | 03/31/2024 |
| Argent Advisors Inc. | 6,800 | $223 | 12/31/2023 |
| SPIB | 6,800 | $223 | 12/31/2023 |
| Crestwood Advisors Group LLC | 6,805 | $223 | 12/31/2023 |
| SPIB | 6,805 | $223 | 12/31/2023 |
| Sequoia Financial Advisors LLC | 6,758 | $222 | 12/31/2023 |
| SPIB | 6,758 | $222 | 12/31/2023 |
| Bridgeworth LLC | 6,719 | $221 | 12/31/2023 |
| SPIB | 6,719 | $221 | 12/31/2023 |
| MGB Wealth Management LLC | 6,720 | $221 | 12/31/2023 |
| SPIB | 6,720 | $221 | 12/31/2023 |
| United Capital Financial Advisers LLC | 6,687 | $220 | 12/31/2023 |
| SPIB | 6,687 | $220 | 12/31/2023 |
| Fonville Wealth Management LLC | 6,610 | $217 | 12/31/2023 |
| SPIB | 6,610 | $217 | 12/31/2023 |
| Cantor Fitzgerald L. P. | 6,516 | $214 | 12/31/2023 |
| SPIB | 6,516 | $214 | 12/31/2023 |
| Creative Financial Designs Inc. ADV | 6,345 | $208 | 12/31/2023 |
| SPIB | 6,345 | $208 | 12/31/2023 |
| EverSource Wealth Advisors LLC | 6,195 | $203 | 12/31/2023 |
| SPIB | 6,195 | $203 | 12/31/2023 |
| Archer Investment Corp | 6,143 | $202 | 12/31/2023 |
| SPIB | 6,143 | $202 | 12/31/2023 |
| Wescott Financial Advisory Group LLC | 6,120 | $201 | 12/31/2023 |
| SPIB | 6,120 | $201 | 12/31/2023 |
| Rockbridge Investment Management LCC | 5,925 | $195 | 12/31/2023 |
| SPIB | 5,925 | $195 | 12/31/2023 |
| Banque Cantonale Vaudoise | 5,506 | $180 | 03/31/2024 |
| SPIB | 5,506 | $180 | 03/31/2024 |
| Cambridge Trust Co. | 5,437 | $178 | 12/31/2023 |
| SPIB | 5,437 | $178 | 12/31/2023 |
| Focused Wealth Management Inc | 4,979 | $163 | 12/31/2023 |
| SPIB | 4,979 | $163 | 12/31/2023 |
| Franklin Resources Inc. | 4,650 | $153 | 12/31/2023 |
| SPIB | 4,650 | $153 | 12/31/2023 |
| Hexagon Capital Partners LLC | 4,488 | $147 | 03/31/2024 |
| SPIB | 4,488 | $147 | 03/31/2024 |
| OLD Second National Bank of Aurora | 3,862 | $127 | 12/31/2023 |
| SPIB | 3,862 | $127 | 12/31/2023 |
| FMR LLC | 3,534 | $116 | 12/31/2023 |
| SPIB | 3,534 | $116 | 12/31/2023 |
| Blue Chip Partners Inc. | 3,308 | $108 | 03/31/2024 |
| SPIB | 3,308 | $108 | 03/31/2024 |
| Harel Insurance Investments & Financial Services Ltd. | 3,091 | $101 | 12/31/2023 |
| SPIB | 3,091 | $101 | 12/31/2023 |
| Y.D. More Investments Ltd | 3,115 | $101 | 12/31/2023 |
| SPIB | 3,115 | $101 | 12/31/2023 |
| Annapolis Financial Services LLC | 2,960 | $97 | 03/31/2024 |
| SPIB | 2,960 | $97 | 03/31/2024 |
| Keener Financial Planning LLC | 2,829 | $93 | 12/31/2023 |
| SPIB | 2,829 | $93 | 12/31/2023 |
| Barclays PLC | 2,735 | $90 | 12/31/2023 |
| SPIB | 2,735 | $90 | 12/31/2023 |
| NBC Securities Inc. | 2,677 | $87 | 03/31/2024 |
| SPIB | 2,677 | $87 | 03/31/2024 |
| Winthrop Capital Management LLC | 2,663 | $87 | 12/31/2023 |
| SPIB | 2,663 | $87 | 12/31/2023 |
| Wetzel Investment Advisors Inc. | 2,545 | $82 | 03/31/2024 |
| SPIB | 2,545 | $82 | 03/31/2024 |
| Iron Horse Wealth Management LLC | 2,481 | $81 | 03/31/2024 |
| SPIB | 2,481 | $81 | 03/31/2024 |
| Edmond DE Rothschild Holding S.A. | 2,428 | $80 | 12/31/2023 |
| SPIB | 2,428 | $80 | 12/31/2023 |
| O Dell Group LLC | 2,383 | $78 | 12/31/2023 |
| SPIB | 2,383 | $78 | 12/31/2023 |
| Financial Advisory Service Inc. | 2,213 | $73 | 12/31/2023 |
| SPIB | 2,213 | $73 | 12/31/2023 |
| Abich Financial Wealth Management LLC | 2,118 | $70 | 12/31/2023 |
| SPIB | 2,118 | $70 | 12/31/2023 |
| Sunbelt Securities Inc. | 2,102 | $69 | 03/31/2024 |
| SPIB | 2,102 | $69 | 03/31/2024 |
| Bank of Montreal Can | 1,649 | $54 | 12/31/2023 |
| SPIB | 1,649 | $54 | 12/31/2023 |
| Cape Investment Advisory Inc. | 1,627 | $53 | 12/31/2023 |
| SPIB | 1,627 | $53 | 12/31/2023 |
| Parallel Advisors LLC | 1,593 | $52 | 12/31/2023 |
| SPIB | 1,593 | $52 | 12/31/2023 |
| Union Savings Bank | 1,584 | $52 | 12/31/2023 |
| SPIB | 1,584 | $52 | 12/31/2023 |
| Sound Income Strategies LLC | 1,434 | $47 | 03/31/2024 |
| SPIB | 1,434 | $47 | 03/31/2024 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,310 | $42 | 03/31/2024 |
| SPIB | 1,310 | $42 | 03/31/2024 |
| Huntington National Bank | 1,207 | $40 | 12/31/2023 |
| SPIB | 1,207 | $40 | 12/31/2023 |
| Rosenberg Matthew Hamilton | 1,204 | $39 | 03/31/2024 |
| SPIB | 1,204 | $39 | 03/31/2024 |
| Benjamin F. Edwards & Company Inc. | 1,170 | $38 | 12/31/2023 |
| SPIB | 1,170 | $38 | 12/31/2023 |
| City State Bank | 1,131 | $37 | 03/31/2024 |
| SPIB | 1,131 | $37 | 03/31/2024 |
| Anchor Investment Management LLC | 1,121 | $37 | 12/31/2023 |
| SPIB | 1,121 | $37 | 12/31/2023 |
| TD Waterhouse Canada Inc. | 1,096 | $36 | 12/31/2023 |
| SPIB | 1,096 | $36 | 12/31/2023 |
| Hollencrest Capital Management | 925 | $30 | 12/31/2023 |
| SPIB | 925 | $30 | 12/31/2023 |
| Pacific Capital Wealth Advisors Inc. | 880 | $29 | 12/31/2023 |
| SPIB | 880 | $29 | 12/31/2023 |
| Able Wealth Management LLC | 885 | $29 | 12/31/2023 |
| SPIB | 885 | $29 | 12/31/2023 |
| Private Ocean LLC | 800 | $26 | 03/31/2024 |
| SPIB | 800 | $26 | 03/31/2024 |
| Aptus Capital Advisors LLC | 740 | $24 | 12/31/2023 |
| SPIB | 740 | $24 | 12/31/2023 |
| Castleview Partners LLC | 717 | $24 | 12/31/2023 |
| SPIB | 717 | $24 | 12/31/2023 |
| Tucker Asset Management LLC | 715 | $23 | 12/31/2023 |
| SPIB | 715 | $23 | 12/31/2023 |
| Financial Freedom LLC | 667 | $22 | 03/31/2024 |
| SPIB | 667 | $22 | 03/31/2024 |
| Ameritas Investment Partners Inc. | 680 | $22 | 12/31/2023 |
| SPIB | 680 | $22 | 12/31/2023 |
| Pineridge Advisors LLC | 658 | $22 | 12/31/2023 |
| SPIB | 658 | $22 | 12/31/2023 |
| Coastal Investment Advisors Inc. | 655 | $21 | 03/31/2024 |
| SPIB | 655 | $21 | 03/31/2024 |
| Life Planning Partners Inc | 630 | $21 | 12/31/2023 |
| SPIB | 630 | $21 | 12/31/2023 |
| Citigroup Inc. | 602 | $20 | 12/31/2023 |
| SPIB | 602 | $20 | 12/31/2023 |
| HighMark Wealth Management LLC | 613 | $20 | 12/31/2023 |
| SPIB | 613 | $20 | 12/31/2023 |
| Bangor Savings Bank | 519 | $17 | 03/31/2024 |
| SPIB | 519 | $17 | 03/31/2024 |
| PSI Advisors LLC | 513 | $17 | 03/31/2024 |
| SPIB | 513 | $17 | 03/31/2024 |
| Richardson Financial Services Inc. | 525 | $17 | 12/31/2023 |
| SPIB | 525 | $17 | 12/31/2023 |
| Sachetta LLC | 484 | $16 | 12/31/2023 |
| SPIB | 484 | $16 | 12/31/2023 |
| AdvisorNet Financial Inc | 444 | $15 | 03/31/2024 |
| SPIB | 444 | $15 | 03/31/2024 |
| Family Capital Trust Co | 373 | $12 | 03/31/2024 |
| SPIB | 373 | $12 | 03/31/2024 |
| Aspire Wealth Management Corp | 355 | $12 | 12/31/2023 |
| SPIB | 355 | $12 | 12/31/2023 |
| First Horizon Advisors Inc. | 348 | $11 | 03/31/2024 |
| SPIB | 348 | $11 | 03/31/2024 |
| CENTRAL TRUST Co | 309 | $10 | 03/31/2024 |
| SPIB | 309 | $10 | 03/31/2024 |
| Coppell Advisory Solutions LLC | 298 | $10 | 12/31/2023 |
| SPIB | 298 | $10 | 12/31/2023 |
| Cullen Frost Bankers Inc. | 270 | $9 | 12/31/2023 |
| SPIB | 270 | $9 | 12/31/2023 |
| Salomon & Ludwin LLC | 276 | $9 | 12/31/2023 |
| SPIB | 276 | $9 | 12/31/2023 |
| Future Financial Wealth Managment LLC | 254 | $8 | 03/31/2024 |
| SPIB | 254 | $8 | 03/31/2024 |
| Center for Financial Planning Inc. | 259 | $8 | 03/31/2024 |
| SPIB | 259 | $8 | 03/31/2024 |
| Spire Wealth Management | 243 | $8 | 03/31/2024 |
| SPIB | 243 | $8 | 03/31/2024 |
| Retirement Group LLC | 245 | $8 | 12/31/2023 |
| SPIB | 245 | $8 | 12/31/2023 |
| Aspire Private Capital LLC | 202 | $7 | 03/31/2024 |
| SPIB | 202 | $7 | 03/31/2024 |
| Wolff Wiese Magana LLC | 202 | $7 | 03/31/2024 |
| SPIB | 202 | $7 | 03/31/2024 |
| Atlantic Edge Private Wealth Management LLC | 218 | $7 | 12/31/2023 |
| SPIB | 218 | $7 | 12/31/2023 |
| Wiser Advisor Group LLC | 201 | $7 | 12/31/2023 |
| SPIB | 201 | $7 | 12/31/2023 |
| Vima LLC | 206 | $7 | 12/31/2023 |
| SPIB | 206 | $7 | 12/31/2023 |
| Pinnacle Bank | 192 | $6 | 03/31/2024 |
| SPIB | 192 | $6 | 03/31/2024 |
| Ballast Advisors LLC | 180 | $6 | 12/31/2023 |
| SPIB | 180 | $6 | 12/31/2023 |
| New England Asset Management Inc. | 150 | $5 | 12/31/2023 |
| SPIB | 150 | $5 | 12/31/2023 |
| Larson Financial Group LLC | 163 | $5 | 12/31/2023 |
| SPIB | 163 | $5 | 12/31/2023 |
| EPG Wealth Management LLC | 139 | $5 | 12/31/2023 |
| SPIB | 139 | $5 | 12/31/2023 |
| Raleigh Capital Management Inc. | 109 | $4 | 12/31/2023 |
| SPIB | 109 | $4 | 12/31/2023 |
| Indiana Trust & Investment Management CO | 92 | $3 | 03/31/2024 |
| SPIB | 92 | $3 | 03/31/2024 |
| Global Wealth Strategies & Associates | 102 | $3 | 03/31/2024 |
| SPIB | 102 | $3 | 03/31/2024 |
| Tower Research Capital LLC TRC | 98 | $3 | 12/31/2023 |
| SPIB | 98 | $3 | 12/31/2023 |
| Integrity Financial Corp WA | 95 | $3 | 12/31/2023 |
| SPIB | 95 | $3 | 12/31/2023 |
| Private Wealth Management Group LLC | 81 | $3 | 12/31/2023 |
| SPIB | 81 | $3 | 12/31/2023 |
| Woodmont Investment Counsel LLC | 76 | $2 | 03/31/2024 |
| SPIB | 76 | $2 | 03/31/2024 |
| WFA Asset Management Corp | 65 | $2 | 03/31/2024 |
| SPIB | 65 | $2 | 03/31/2024 |
| Planned Solutions Inc. | 50 | $2 | 12/31/2023 |
| SPIB | 50 | $2 | 12/31/2023 |
| National Bank of Canada FI | 37 | $1 | 12/31/2023 |
| SPIB | 37 | $1 | 12/31/2023 |
| Assetmark Inc. | 18 | $1 | 12/31/2023 |
| SPIB | 18 | $1 | 12/31/2023 |
| Transamerica Financial Advisors Inc. | 22 | $1 | 12/31/2023 |
| SPIB | 22 | $1 | 12/31/2023 |
| Investors Research Corp | 38 | $1 | 12/31/2023 |
| SPIB | 38 | $1 | 12/31/2023 |
| Key Financial Inc | 42 | $1 | 12/31/2023 |
| SPIB | 42 | $1 | 12/31/2023 |
| Moisand Fitzgerald Tamayo LLC | 0 | $0 | 03/31/2024 |
| SPIB | 0 | $0 | 03/31/2024 |
| Clear Street Markets LLC | 1 | $0 | 12/31/2023 |
| SPIB | 1 | $0 | 12/31/2023 |
| Silicon Valley Capital Partners | 0 | $0 | 12/31/2023 |
| SPIB | 0 | $0 | 12/31/2023 |
| DB Wealth Management Group LLC | 4 | $0 | 12/31/2023 |
| SPIB | 4 | $0 | 12/31/2023 |
| Team Financial Group LLC | 1 | $0 | 12/31/2023 |
| SPIB | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SPIB
See Details: Top 10 Hedge Funds Holding SPIB
Also See: SPIB Holdings Changes
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