iShares Core Dividend GrowthDGROETF
13F holders, Q2 2024 (June 30)989holders +4
61new positions
57sold out
4famous investors
$57.37avg. 13F price*
At the end of Q2 2024, 989 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings, up 4 from Q1 2024. 61 opened new positions and 57 sold out. The largest holders were Morgan Stanley ($1.1B), Bank of America Corp. ($1.0B) and LPL Financial LLC ($746.1M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Core Dividend Growth
- CUSIP
- 46434V621
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $94.4M |
| Exits | 57 | $101.2M |
All 13F filers, Q1 2024 → Q2 2024: 14,437,089 shares bought and 7,083,009 shares sold, net +7,354,080 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 989 holders
| Morgan Stanley | 0.08% | Add +0.4% | 18,952,587 | $1.1B |
| Bank of America Corp. | 0.10% | Reduce -0.4% | 17,615,663 | $1.0B |
| LPL Financial LLC | 0.37% | Add +8.8% | 12,950,815 | $746.1M |
| BlackRock Inc. | 0.01% | Add +2.4% | 9,896,082 | $570.1M |
| Wealthfront Advisers LLC | 1.84% | Add +26.4% | 9,490,894 | $546.8M |
| Envestnet Asset Management Inc. | 0.18% | Add +4.3% | 9,006,470 | $518.9M |
| Raymond James Financial Services Advisors, Inc. | 0.72% | Add +1.3% | 8,821,774 | $508.2M |
| FMR LLC | 0.03% | Reduce -1.3% | 7,893,905 | $454.8M |
| Ameriprise Financial Inc. | 0.12% | Reduce -0.5% | 7,841,164 | $451.8M |
| PNC Financial Services Group, Inc. | 0.30% | Reduce -3.0% | 7,734,371 | $445.6M |
| Capital Investment Advisors, LLC | 9.38% | Add +2.1% | 7,205,141 | $415.1M |
| Commonwealth Equity Services, LLC | 0.65% | Reduce -0.8% | 7,077,100 | $407.7M |
| Goldman Sachs Group Inc. | 0.07% | Add +3.5% | 6,268,766 | $361.1M |
| Royal Bank of Canada | 0.08% | Add +0.3% | 5,698,298 | $328.3M |
| Wells Fargo & Company | 0.08% | Reduce -2.9% | 5,173,152 | $298.0M |
| UBS Group AG | 0.08% | Add +0.0% | 4,597,784 | $264.9M |
| JPMorgan Chase & Co. | 0.02% | Add +6.6% | 3,174,206 | $182.9M |
| MML Investors Services, LLC | 0.73% | Add +3.2% | 3,152,770 | $181.6M |
| HighTower Advisors, LLC | 0.27% | Add +0.9% | 3,042,412 | $175.3M |
| Truist Financial Corp. | 0.27% | Reduce -2.3% | 3,023,073 | $174.2M |
| Raymond James & Associates | 0.09% | Add +0.9% | 2,493,415 | $143.6M |
| Mariner, LLC | 0.25% | Reduce -0.4% | 2,197,955 | $126.6M |
| Osaic Holdings, Inc. | 0.28% | Reduce -8.7% | 2,078,863 | $119.8M |
| Stifel Financial Corp. | 0.13% | Add +0.5% | 2,031,559 | $117.0M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -16.1% | 2,004,288 | $115.5M |
| Cetera Investment Advisers | 0.26% | Add +3.2% | 1,984,694 | $114.3M |
| Jones Financial Companies LLLP | 0.13% | Add +97.1% | 1,945,562 | $112.1M |
| Horizon Investments, LLC | 3.00% | Add +21.8% | 1,885,544 | $108.6M |
| Avior Wealth Management, LLC | 4.10% | Add +4.5% | 1,656,015 | $95.4M |
| First Command Advisory Services, Inc. | 0.91% | Reduce -1.8% | 1,528,330 | $88.0M |
| Kestra Advisory Services, LLC | 0.47% | Add +497.2% | 1,455,350 | $83.8M |
| Northeast Financial Consultants Inc | 3.74% | Add +5.0% | 1,407,002 | $81.1M |
| American Trust | 6.32% | Reduce -7.4% | 1,340,138 | $77.2M |
| Bank of New York Mellon Corp | 0.01% | Add +5.0% | 1,255,216 | $72.3M |
| Ledyard National Bank | 6.87% | Add +6.7% | 1,228,951 | $70.8M |
| ProVise Management Group, LLC | 5.88% | Add +21.8% | 1,199,484 | $69.1M |
| Lwmg, LLC | 13.29% | Add +6.6% | 1,093,308 | $63.0M |
| Cwm, LLC | 0.30% | Reduce -9.9% | 1,092,768 | $63.0M |
| Strategies Wealth Advisors, LLC | 9.05% | Add +5.7% | 1,079,167 | $62.2M |
| Seven Springs Wealth Group, LLC | 24.48% | Add +0.1% | 1,061,478 | $61.2M |
| Private Advisor Group, LLC | 0.39% | Reduce -1.3% | 1,003,811 | $57.8M |
| Baird Financial Group, Inc. | 0.12% | Reduce -6.1% | 969,181 | $55.8M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Reduce 0.0% | 942,281 | $54.3M |
| Gratus Wealth Advisors, LLC | 9.19% | Reduce -0.3% | 898,561 | $53.3M |
| Strategic Wealth Partners, Ltd. | 5.57% | Reduce -0.4% | 925,579 | $53.3M |
| First Business Financial Services, Inc. | 5.42% | Reduce -2.4% | 888,216 | $51.2M |
| Bogart Wealth, LLC | 2.45% | Add +1.5% | 835,355 | $48.1M |
| Madison Wealth Partners, Inc | 15.86% | Add +2.3% | 802,803 | $46.2M |
| Sanctuary Advisors, LLC | 0.33% | — | 801,350 | $45.1M |
| Correct Capital Wealth Management | 10.38% | Reduce -10.9% | 770,713 | $44.4M |
| Sigma Planning Corp | 1.38% | Reduce -12.6% | 755,238 | $43.5M |
| Smith Anglin Financial, LLC | 4.40% | Add +5.5% | 754,991 | $43.5M |
| Captrust Financial Advisors | 0.13% | Reduce -1.0% | 722,252 | $41.6M |
| TD Private Client Wealth LLC | 1.31% | Add +16.1% | 720,456 | $41.5M |
| Confluence Wealth Services, Inc. | 3.06% | Add +8.6% | 667,406 | $38.4M |
| Conservest Capital Advisors, Inc. | 4.13% | Reduce -17.7% | 658,752 | $38.2M |
| Steward Partners Investment Advisory, LLC | 0.39% | Reduce -20.4% | 634,619 | $36.6M |
| Vestmark Advisory Solutions, Inc. | 1.51% | Reduce -4.0% | 626,882 | $36.1M |
| D'Orazio & Associates, Inc. | 5.45% | Reduce -14.6% | 615,494 | $35.5M |
| Comerica Bank | 0.14% | Reduce -0.7% | 585,498 | $33.7M |
| Etfidea, LLC | 11.20% | Add +1.0% | 574,823 | $33.1M |
| O'Dell Group, LLC | 8.10% | No change | 569,047 | $33.0M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +4.3% | 565,970 | $32.6M |
| Oppenheimer & Co. Inc. | 0.49% | Add +6.0% | 533,583 | $30.7M |
| Ritter Daniher Financial Advisory LLC / DE | 9.74% | Add +0.7% | 530,506 | $30.6M |
| Silver Coast Investments LLC | 12.43% | Add +2.4% | 527,472 | $30.4M |
| NewEdge Advisors, LLC | 0.22% | Add +0.7% | 518,643 | $29.9M |
| Vaughan David Investments LLC | 0.75% | Add +2.3% | 514,866 | $29.7M |
| Legacy Financial Strategies, LLC | 7.12% | Add +6.1% | 513,742 | $29.6M |
| Auto-Owners Insurance Co | 0.78% | No change | 514,500 | $29.6M |
| Wolff Financial Management LLC | 20.97% | Add +1.2% | 493,097 | $28.4M |
| WealthPLAN Partners, LLC | 2.97% | Add +1.8% | 480,258 | $27.7M |
| Janney Montgomery Scott LLC | 0.08% | Add +4.5% | 479,479 | $27.6M |
| J.W. Cole Advisors, Inc. | 1.28% | Reduce -0.5% | 474,093 | $27.3M |
| XML Financial, LLC | 2.61% | Add +3.2% | 449,974 | $25.9M |
| Rockefeller Capital Management L.P. | 0.07% | Add +0.1% | 444,099 | $25.6M |
| Atria Wealth Solutions, Inc. | 0.28% | Add +18.0% | 434,456 | $25.0M |
| Gratus Capital, LLC | 0.97% | Add +0.3% | 419,637 | $24.2M |
| Altus Wealth Management, LLC | 11.50% | Add +1.1% | 415,334 | $23.9M |
| Avantax Advisory Services, Inc. | 0.17% | Reduce -6.5% | 409,647 | $23.6M |
| Fifth Third Securities, Inc. | 2.18% | Add +1.0% | 409,006 | $23.6M |
| Atria Investments, Inc | 0.29% | Reduce -14.3% | 395,188 | $22.8M |
| TBH Global Asset Management, LLC | 4.90% | Reduce -23.1% | 383,184 | $22.1M |
| Dagco, Inc. | 9.68% | Reduce -0.7% | 378,546 | $21.8M |
| Provident Wealth Management, LLC | 7.91% | Add +9.0% | 375,200 | $21.6M |
| Stratos Wealth Partners, LTD. | 0.35% | Add +2.5% | 374,665 | $21.6M |
| Compass Ion Advisors, LLC | 3.05% | Add +1.4% | 368,131 | $21.4M |
| Sterling Manor Financial, LLC | 15.62% | Add +1.9% | 356,187 | $20.5M |
| Sweeney & Michel, LLC | 8.74% | Add +1.9% | 354,844 | $20.5M |
| Gimbal Financial | 14.61% | Add +1.1% | 338,574 | $19.9M |
| Capital Planning LLC | 5.92% | Add +1.1% | 343,010 | $19.8M |
| Consilio Wealth Advisors, LLC | 8.82% | Add +0.6% | 341,387 | $19.7M |
| Savant Capital, LLC | 0.20% | Reduce -3.6% | 340,533 | $19.6M |
| Regions Financial Corp. | 0.15% | Reduce -2.9% | 331,758 | $19.1M |
| Meridian Financial Partners LLC | 11.11% | Add +5.3% | 313,044 | $18.7M |
| Vicus Capital | 1.69% | Add +1.6% | 323,554 | $18.6M |
| Alliance Wealth Advisors, LLC | 11.52% | Add +0.4% | 317,107 | $18.3M |
| Allegheny Financial Group | 5.04% | Add +10.1% | 304,935 | $17.6M |
| Equitable Holdings, Inc. | 0.18% | Add +0.8% | 304,907 | $17.6M |
| LGL Partners, LLC | 2.55% | Add +2.7% | 302,962 | $17.5M |
| Wealth Group Ltd | 5.25% | Add +1.7% | 301,780 | $17.4M |
| 9258 Wealth Management, LLC | 2.64% | Reduce -6.0% | 298,227 | $17.2M |
| Choreo, LLC | 0.29% | Add +9.9% | 296,459 | $17.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4.70% | Add +3.3% | 295,091 | $17.0M |
| Concord Wealth Partners | 2.93% | Reduce -5.4% | 288,823 | $16.6M |
| BNP Paribas Financial Markets | 0.02% | Add +5398.1% | 285,900 | $16.5M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -17.5% | 278,940 | $16.1M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.26% | Add +11.7% | 278,600 | $16.1M |
| Focus Partners Wealth | 0.05% | Add +573.5% | 276,677 | $15.9M |
| FFT Wealth Management LLC | 1.41% | Add +0.7% | 276,277 | $15.9M |
| Dynamic Advisor Solutions LLC | 0.50% | Add +1.2% | 273,313 | $15.7M |
| Crumly & Associates Inc. | 4.52% | Reduce -1.8% | 272,617 | $15.7M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +3.7% | 270,886 | $15.6M |
| Capital Advisors, Ltd. LLC | 2.02% | Add +1.7% | 269,598 | $15.5M |
| Assetmark, Inc. | 0.05% | Reduce -4.7% | 268,298 | $15.5M |
| JGP Wealth Management, LLC | 2.19% | New | 266,005 | $15.3M |
| KOM Wealth Management Group, LLC | 14.30% | Add +7.2% | 265,660 | $15.3M |
| Stratos Wealth Advisors, LLC | 0.75% | Reduce -37.0% | 263,489 | $15.2M |
| W1M Asset Management Ltd | 1.27% | New | 261,261 | $15.1M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -4.1% | 261,198 | $15.0M |
| Morton Community Bank | 4.22% | Add +3.6% | 259,648 | $15.0M |
| MAI Capital Management | 0.15% | Add +1.0% | 257,667 | $14.8M |
| Atlas Private Wealth Advisors | 2.38% | Add +110.4% | 254,330 | $14.7M |
| Custos Family Office, LLC | 5.77% | Add +10.0% | 250,830 | $14.5M |
| Flagstar Securities, Inc. | 3.93% | Add +0.0% | 248,731 | $14.3M |
| Eagle Strategies LLC | 2.74% | Add +170.6% | 248,300 | $14.3M |
| HB Wealth Management, LLC | 0.16% | Reduce -1.6% | 242,938 | $14.0M |
| Smith Chas P & Associates Pa Cpas | 0.83% | Add +0.5% | 242,171 | $14.0M |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.83% | Add +2004.4% | 242,171 | $14.0M |
| DAVENPORT & Co LLC | 0.09% | Add +2.5% | 238,710 | $13.8M |
| Mutual Advisors, LLC | 0.41% | Reduce -12.2% | 228,661 | $13.7M |
| Capital Analysts, LLC | 0.60% | Reduce -24.1% | 237,096 | $13.7M |
| Ridgecrest Wealth Partners, LLC | 8.19% | Add +1.8% | 236,298 | $13.6M |
| Scott Capital Advisors, LLC | 3.98% | Add +3.9% | 233,386 | $13.5M |
| PFS Partners, LLC | 8.50% | Reduce -0.5% | 233,693 | $13.5M |
| Concord Asset Management, LLC | 3.29% | Reduce -4.3% | 230,316 | $13.3M |
| Gallagher Fiduciary Advisors, LLC | 2.96% | Reduce -15.3% | 229,160 | $13.2M |
| Regent Peak Wealth Advisors LLC | 2.92% | Add +16.8% | 221,329 | $12.8M |
| Journey Advisory Group, LLC | 1.48% | Reduce -3.0% | 214,729 | $12.4M |
| Well Done, LLC | 2.56% | Reduce -0.2% | 213,736 | $12.3M |
| KPP Advisory Services LLC | 3.19% | Reduce -0.6% | 208,155 | $12.0M |
| Colonial Trust Advisors | 1.14% | Add +2.6% | 207,246 | $11.9M |
| IFS Advisors, LLC | 10.04% | Reduce -0.5% | 206,644 | $11.9M |
| Cypress Financial Planning LLC | 4.97% | Add +9.3% | 206,315 | $11.9M |
| Legacy Financial Advisors, Inc. | 2.05% | Reduce -2.1% | 200,105 | $11.5M |
| &partners | 0.50% | Add +210.6% | 196,544 | $11.3M |
| Apexium Financial, LP | 0.81% | Add +0.9% | 196,803 | $11.3M |
| Philip James Wealth Mangement, LLC | 7.53% | Add +7.7% | 196,468 | $11.3M |
| SOA Wealth Advisors, LLC. | 2.28% | Reduce -27.9% | 196,388 | $11.3M |
| PSI Advisors, LLC | 3.57% | Reduce -3.0% | 195,701 | $11.3M |
| Integrated Wealth Concepts LLC | 0.15% | Add +10.9% | 192,965 | $11.1M |
| Alternative Investment Advisors, LLC. | 6.34% | Add +30.4% | 192,501 | $11.1M |
| Tandem Wealth Advisors LLC | 5.90% | Add +1.7% | 191,098 | $11.0M |
| Powers Advisory Group, LLC | 5.97% | Add +4.9% | 189,998 | $10.9M |
| Thoroughbred Financial Services, LLC | 0.72% | Add +21.4% | 186,756 | $10.8M |
| Corient Private Wealth LP | 0.02% | Reduce -1.8% | 185,802 | $10.7M |
| DDFG, Inc | 3.31% | Add +6.1% | 185,798 | $10.7M |
| Objectivity Squared, LLC | 8.14% | Add +6.7% | 177,199 | $10.6M |
| Beaumont Financial Advisors, LLC | 0.85% | Add +3.3% | 184,332 | $10.6M |
| Brass Tax Wealth Management, Inc. | 2.07% | Add +8.2% | 183,391 | $10.6M |
| Creative Planning | 0.01% | Add +7.4% | 182,947 | $10.5M |
| Waverly Advisors, LLC | 0.21% | Add +9.0% | 182,618 | $10.5M |
| Argent Advisors, Inc. | 4.13% | Reduce -0.4% | 180,411 | $10.4M |
| Zacks Investment Management | 0.12% | Add +100.8% | 178,595 | $10.3M |
| Allworth Financial LP | 0.07% | Reduce -0.5% | 171,757 | $10.2M |
| Verus Capital Partners, LLC | 1.06% | Add +1.4% | 176,687 | $10.2M |
| FC Advisory LLC | 3.73% | Add +0.3% | 176,501 | $10.2M |
| Freedom Investment Management, Inc. | 0.83% | Add +3202.1% | 176,003 | $10.1M |
| Princeton Global Asset Management LLC | 2.23% | Reduce -2.1% | 175,093 | $10.1M |
| EverSource Wealth Advisors, LLC | 0.67% | Add +10.5% | 166,356 | $10.0M |
| First Horizon Advisors, Inc. | 0.30% | Reduce -28.2% | 173,266 | $10.0M |
| Capital Investment Advisory Services, LLC | 1.03% | Reduce -2.7% | 173,155 | $10.0M |
| Perritt Capital Management Inc | 5.31% | Add +1.4% | 168,815 | $9.7M |
| Cornerstone Wealth Management, LLC | 0.75% | Add +0.1% | 168,269 | $9.7M |
| Forte Asset Management LLC | 5.71% | Add +1.8% | 167,952 | $9.7M |
| Modus Advisors, LLC | 3.41% | Add +1.1% | 167,485 | $9.6M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -1.6% | 166,598 | $9.6M |
| WealthShield Partners, LLC | 1.45% | Add +15.5% | 165,406 | $9.5M |
| Park Avenue Securities LLC | 0.12% | Add +4.0% | 165,376 | $9.5M |
| Citigroup Inc. | 0.01% | Reduce -1.4% | 163,628 | $9.4M |
| Meridian Wealth Management, LLC | 1.13% | New | 163,082 | $9.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.00% | Reduce -15.7% | 162,807 | $9.4M |
| Integrated Advisors Network LLC | 0.48% | Reduce -35.3% | 161,386 | $9.3M |
| Essex Financial Services, Inc. | 0.68% | Add +10.6% | 156,492 | $9.2M |
| Thrive Capital Management, LLC | 4.18% | New | 158,726 | $9.1M |
| 4J Wealth Management LLC | 7.56% | Reduce -22.7% | 158,686 | $9.1M |
| Sound View Wealth Advisors Group, LLC | 0.94% | Reduce -13.3% | 158,534 | $9.1M |
| Premier Path Wealth Partners, LLC | 1.55% | Add +6.8% | 158,082 | $9.1M |
| Accel Wealth Management | 3.62% | Reduce -0.3% | 157,013 | $9.0M |
| Prism Advisors, Inc. | 2.74% | Reduce -62.5% | 156,591 | $9.0M |
| Monterey Private Wealth, Inc. | 3.36% | Add +0.5% | 155,880 | $9.0M |
| Knightsbridge Asset Management, LLC | 2.22% | Add +7.2% | 153,266 | $8.8M |
| Shepherd Financial Partners LLC | 1.14% | Reduce -7.3% | 153,131 | $8.8M |
| Prospera Financial Services Inc | 0.24% | Reduce -9.3% | 151,142 | $8.7M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -0.7% | 150,844 | $8.7M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -0.7% | 150,844 | $8.7M |
| Cresset Asset Management, LLC | 0.04% | Add +0.2% | 150,749 | $8.7M |
| National Bank of Canada | 0.01% | Reduce -0.1% | 150,622 | $8.6M |
| Rooted Wealth Advisors, Inc. | 3.76% | Add +9.2% | 142,546 | $8.5M |
| Gladstone Institutional Advisory LLC | 0.44% | Add +1.1% | 146,451 | $8.4M |
| Mill Creek Capital Advisors, LLC | 0.21% | New | 140,625 | $8.1M |
| Litman Gregory Wealth Management LLC | 0.71% | Add +18.4% | 139,611 | $8.0M |
| FourThought Financial Partners, LLC | 1.03% | Add +50.9% | 139,395 | $8.0M |
| Natixis Advisors, LLC | 0.02% | Add +48.7% | 139,236 | $8.0M |
| Foundations Investment Advisors, LLC | 0.19% | Reduce -11.7% | 139,091 | $8.0M |
| Asset Dedication, LLC | 0.55% | Reduce -2.7% | 138,542 | $8.0M |
| BBR Partners, LLC | 0.65% | Add +0.0% | 137,514 | $7.9M |
| Colonial Trust Co / SC | 1.38% | Add +2.1% | 135,709 | $7.8M |
| Physician Wealth Advisors, Inc. | 1.42% | Add +0.1% | 127,844 | $7.7M |
| Jackson Wealth Management, LLC | 1.64% | Reduce -32.5% | 133,003 | $7.7M |
| Patriot Financial Group Insurance Agency, LLC | 1.12% | Add +6.8% | 132,545 | $7.6M |
| Matisse Capital | 3.73% | Add +0.1% | 131,042 | $7.5M |
| Arkadios Wealth Advisors | 0.51% | Add +567.2% | 130,119 | $7.5M |
| Baker Avenue Asset Management, LP | 0.25% | Reduce -0.5% | 128,776 | $7.4M |
| D.A. Davidson & Co. | 0.07% | Reduce -6.0% | 128,739 | $7.4M |
| TriaGen Wealth Management LLC | 2.81% | Add +0.2% | 126,452 | $7.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +1.7% | 121,400 | $7.0M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Add +4.3% | 121,134 | $7.0M |
| Avidian Wealth Enterprises, LLC | 0.33% | Reduce -3.5% | 118,820 | $6.8M |
| Eastern Bank | 0.27% | Reduce -8.7% | 117,359 | $6.8M |
| Ieq Capital, LLC | 0.09% | Add +2.7% | 116,795 | $6.7M |
| Lineweaver Wealth Advisors, LLC | 1.39% | Add +6.0% | 116,118 | $6.7M |
| Advisory Services Network, LLC | 0.14% | Reduce -3.1% | 114,373 | $6.6M |
| Houlihan Financial Resource Group, Ltd. | 4.41% | Reduce -0.3% | 112,141 | $6.5M |
| Arkos Global Advisors | 1.04% | Reduce -0.0% | 112,077 | $6.5M |
| Yarger Wealth Strategies, LLC | 3.88% | Add +0.4% | 111,948 | $6.4M |
| Connecticut Wealth Management, LLC | 0.33% | Reduce -1.8% | 110,933 | $6.4M |
| AE Wealth Management LLC | 0.06% | Add +259.4% | 110,378 | $6.4M |
| TrinityPoint Wealth, LLC | 0.99% | Add +2.7% | 110,279 | $6.4M |
| Graypoint LLC | 0.44% | Reduce -0.5% | 110,144 | $6.3M |
| Mgo One Seven LLC | 0.30% | Reduce -72.0% | 109,938 | $6.3M |
| Capital Investment Counsel, LLC | 1.24% | Add +10.6% | 109,899 | $6.3M |
| Aprio Wealth Management, LLC | 1.15% | Reduce -9.6% | 109,829 | $6.3M |
| Principal Securities, Inc. | 0.17% | Reduce -38.6% | 109,778 | $6.3M |
| Autumn Glory Partners, LLC | 3.19% | Reduce -0.5% | 108,650 | $6.3M |
| Meridian Financial Advisors, LLC | 4.53% | Add +9.6% | 108,550 | $6.3M |
| First National Corp. /Ma/ | 1.47% | Add +12.1% | 107,410 | $6.2M |
| Eq LLC | 3.66% | Reduce -38.0% | 106,034 | $6.1M |
| Global Retirement Partners, LLC | 0.19% | Add +9.2% | 105,655 | $6.1M |
| Royal Fund Management, LLC | 0.82% | Add +2.1% | 105,425 | $6.1M |
| Buck Wealth Strategies, LLC | 1.76% | New | 103,545 | $6.0M |
| Central Pacific Bank - Trust Division | 0.73% | Add +193.8% | 101,940 | $5.9M |
| Wela Strategies, Inc. | 2.72% | Add +6.9% | 101,320 | $5.8M |
| Kingsview Wealth Management, LLC | 0.14% | Add +0.1% | 100,824 | $5.8M |
| Fernwood Investment Management, LLC | 1.79% | Reduce -0.1% | 99,853 | $5.8M |
| Founders Financial Securities LLC | 0.54% | Add +33.1% | 99,607 | $5.7M |
| WealthPlan Investment Management, LLC | 0.86% | Add +2.9% | 98,992 | $5.7M |
| Merit Financial Group, LLC | 0.12% | Add +0.6% | 97,561 | $5.6M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -10.2% | 97,483 | $5.6M |
| Stonebridge Financial Planning Group, LLC | 2.82% | Add +3.4% | 97,358 | $5.6M |
| ORG Partners LLC | 0.70% | New | 97,357 | $5.6M |
| HF Advisory Group, LLC | 2.89% | Add +5.4% | 96,942 | $5.6M |
| Pacific Financial Group Inc. | 3.94% | Reduce -6.2% | 96,550 | $5.6M |
| Glen Eagle Advisors, LLC | 1.01% | Add +2.5% | 95,662 | $5.5M |
| Integrated Investment Consultants, LLC | 1.50% | No change | 93,865 | $5.4M |
| TD Waterhouse Canada Inc. | 0.05% | Add +0.0% | 94,266 | $5.4M |
| Redhawk Wealth Advisors, Inc. | 0.83% | Reduce -17.9% | 93,900 | $5.4M |
| Towercrest Capital Management | 0.89% | Add +0.8% | 93,586 | $5.4M |
| Aspire Wealth Management Corp | 3.08% | Reduce -1.5% | 93,438 | $5.4M |
| Hubbell Strickland Wealth Management, LLC | 2.66% | Add +2.1% | 92,063 | $5.3M |
| Csenge Advisory Group | 0.30% | Reduce -25.2% | 91,586 | $5.3M |
| Professional Financial Advisors, LLC | 1.45% | Add +3.0% | 91,050 | $5.2M |
| Alhambra Investment Management LLC | 2.85% | Add +200.6% | 90,405 | $5.2M |
| Stephens Inc. | 0.08% | Add +14.4% | 90,401 | $5.2M |
| Quad-Cities Investment Group, LLC | 2.87% | Add +3.3% | 90,054 | $5.2M |
| Raymond James Trust N.A. | 0.12% | Add +11.1% | 89,499 | $5.2M |
| Kestra Private Wealth Services, LLC | 0.10% | Reduce -40.9% | 88,951 | $5.1M |
| Talisman Wealth Advisors LLC | 5.90% | Add +10.4% | 88,576 | $5.1M |
| US Bancorp \de | 0.01% | Add +0.6% | 87,760 | $5.1M |
| Johnson & White Wealth Management, LLC | 4.63% | Add +8.4% | 84,178 | $4.8M |
| NewEdge Wealth, LLC | 0.10% | Add +0.0% | 84,070 | $4.8M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -5.8% | 83,968 | $4.8M |
| Visionary Wealth Advisors | 0.32% | Add +3.1% | 83,874 | $4.8M |
| Smith, Moore & Co. | 0.49% | Add +0.5% | 81,787 | $4.7M |
| Davidson Investment Advisors | 0.24% | Reduce -2.1% | 81,337 | $4.7M |
| Parsons Capital Management Inc. | 0.31% | Add +0.2% | 79,987 | $4.6M |
| Sunbelt Securities, Inc. | 0.47% | Reduce -0.0% | 79,323 | $4.6M |
| Hoese & Co LLP | 3.95% | Reduce -2.4% | 78,609 | $4.5M |
| Cascade Financial Partners, LLC | 0.59% | Add +2.0% | 78,422 | $4.5M |
| Castle Wealth Management LLC | 2.14% | Reduce -17.7% | 77,475 | $4.5M |
| Family Asset Management, LLC | 2.82% | Reduce -0.1% | 75,952 | $4.4M |
| Level Four Advisory Services, LLC | 0.19% | Reduce -3.0% | 74,339 | $4.3M |
| Fermata Advisors, LLC | 0.97% | Reduce -1.7% | 72,986 | $4.2M |
| Red Tortoise LLC | 2.29% | Add +0.6% | 72,935 | $4.2M |
| Pinnacle Associates Ltd. | 0.07% | Add +2.0% | 72,484 | $4.2M |
| Family Legacy, Inc. | 1.49% | Add +2.0% | 72,176 | $4.2M |
| Tranquility Partners, LLC | 1.59% | Add +1.2% | 71,953 | $4.1M |
| 180 Wealth Advisors, LLC | 0.66% | Reduce -6.5% | 68,907 | $4.0M |
| Marino, Stram & Associates LLC | 0.98% | Reduce -3.7% | 69,681 | $4.0M |
| Forbes Financial Planning, Inc. | 3.12% | Add +1.3% | 68,905 | $4.0M |
| Beam Wealth Advisors, Inc. | 1.32% | New | 68,838 | $4.0M |
| Cornell Pochily Investment Advisors, Inc. | 1.51% | Add +4.9% | 68,708 | $4.0M |
| Herold Advisors, Inc. | 0.91% | Add +1.9% | 68,619 | $4.0M |
| Valmark Advisers, Inc. | 0.07% | Add +16.1% | 67,172 | $3.9M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +5.7% | 66,375 | $3.8M |
| Sheets Smith Wealth Management | 0.46% | Add +1.3% | 66,305 | $3.8M |
| LexAurum Advisors, LLC | 0.92% | Reduce -13.4% | 65,130 | $3.8M |
| Arete Wealth Advisors, LLC | 0.30% | Add +41.1% | 63,333 | $3.6M |
| Prudential Financial Inc. | 0.01% | Reduce -20.3% | 62,682 | $3.6M |
| Marshall Financial Group, LLC | 0.99% | Reduce -0.3% | 61,536 | $3.5M |
| Kowal Investment Group, LLC | 0.70% | Add +119.0% | 61,004 | $3.5M |
| Stratos Investment Management, LLC | 0.29% | Add +278.4% | 60,899 | $3.5M |
| Smith Thornton Advisors LLC | 2.57% | — | 60,483 | $3.5M |
| Northern Trust Corp. | 0.00% | Reduce -1.6% | 59,912 | $3.5M |
| Beacon Bridge Wealth Partners, LLC | 1.55% | Add +15.1% | 58,524 | $3.4M |
| MBE Wealth Management, LLC | 2.04% | Reduce -8.1% | 58,490 | $3.4M |
| Kohmann Bosshard Financial Services, LLC | 0.45% | Reduce 0.0% | 58,030 | $3.3M |
| Financial Advocates Investment Management | 0.21% | Add +1.4% | 57,919 | $3.3M |
| Gotham Asset Management | 0.04% | Add +185.0% | 57,752 | $3.3M |
| Blair William & Co. | 0.01% | Add +8.6% | 57,479 | $3.3M |
| Ameritas Advisory Services, LLC | 0.12% | Add +1.4% | 56,668 | $3.3M |
| Harbour Investments, Inc. | 0.11% | Reduce -30.2% | 56,665 | $3.3M |
| Lantern Wealth Advisors, LLC | 2.34% | Reduce -0.1% | 55,997 | $3.2M |
| Measured Wealth Private Client Group, LLC | 1.13% | No change | 55,763 | $3.2M |
| Twelve Points Wealth Management LLC | 1.11% | Reduce -0.5% | 54,861 | $3.2M |
| Guidance Point Advisors, LLC | 1.03% | Add +0.5% | 54,659 | $3.1M |
| Elevation Point Wealth Partners, LLC | 0.25% | Reduce -0.1% | 53,714 | $3.1M |
| Howe & Rusling Inc. | 0.28% | Add +23.7% | 53,597 | $3.1M |
| Cerity Partners LLC | 0.01% | Add +43.1% | 52,407 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +4.9% | 52,402 | $3.0M |
| Forza Wealth Management, LLC | 1.55% | Add +53.4% | 52,153 | $3.0M |
| JPL Wealth Management, LLC | 1.47% | Add +5.2% | 52,127 | $3.0M |
| GAMMA Investing LLC | 0.41% | Add +12.9% | 52,031 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Add +71.7% | 51,245 | $3.0M |
| IFP Advisors, Inc | 0.12% | Add +2.3% | 51,232 | $3.0M |
| Weaver Consulting Group | 1.01% | No change | 50,255 | $2.9M |
| Rosenblum Silverman Sutton S F Inc. | 0.77% | Reduce -1.0% | 50,002 | $2.9M |
| Hilltop Holdings Inc. | 0.33% | Add +205.3% | 48,833 | $2.8M |
| Financial Perspectives, Inc | 1.01% | Add +2.5% | 47,445 | $2.7M |
| RFG Advisory, LLC | 0.09% | Add +0.9% | 47,151 | $2.7M |
| Guidance Capital, Inc. | 0.89% | Reduce -22.6% | 44,913 | $2.7M |
| TD Capital Management LLC | 0.28% | Add +0.3% | 46,200 | $2.7M |
| Flagship Harbor Advisors, LLC | 0.16% | Reduce -0.6% | 46,046 | $2.7M |
| IHT Wealth Management, LLC | 0.10% | Add +2.3% | 45,961 | $2.6M |
| Townsquare Capital LLC | 0.04% | Add +72.3% | 45,636 | $2.6M |
| Crewe Advisors LLC | 0.29% | Add +0.7% | 45,343 | $2.6M |
| Hazlett, Burt & Watson, Inc. | 1.35% | Reduce -0.8% | 45,300 | $2.6M |
| Samalin Investment Counsel, LLC | 1.22% | Add +3.6% | 45,165 | $2.6M |
| HBW Advisory Services LLC | 0.43% | Add +22.4% | 44,999 | $2.6M |
| Cambridge Financial Group, LLC | 1.18% | Reduce -0.7% | 44,896 | $2.6M |
| Independent Financial Group, LLC | 0.10% | Reduce -0.2% | 44,674 | $2.6M |
| Oak Asset Management, LLC | 0.94% | Add +1.0% | 44,392 | $2.6M |
| Harbor Investment Advisory, LLC | 0.27% | Reduce -1.0% | 44,134 | $2.5M |
| Echo Wealth Management, LLC | 1.91% | Add +5.8% | 44,017 | $2.5M |
| StoneX Group Inc. | 0.20% | Reduce -12.9% | 43,330 | $2.5M |
| Northeast Financial Group, Inc. | 1.07% | Reduce -5.9% | 43,175 | $2.5M |
| KCM Investment Advisors LLC | 0.09% | Reduce -2.7% | 42,981 | $2.5M |
| Sowa Financial Group, Inc. | 1.83% | Reduce -36.2% | 42,026 | $2.4M |
| Creative Financial Designs Inc. | 0.21% | Add +3.2% | 41,777 | $2.4M |
| Insight Advisors, LLC/ PA | 0.44% | Add +2.0% | 41,584 | $2.4M |
| Financial Insights, Inc. | 0.66% | Reduce -3.6% | 41,013 | $2.4M |
| Western Wealth Management, LLC | 0.18% | Add +1.9% | 40,964 | $2.4M |
| Synovus Financial Corp. | 0.03% | Add +0.0% | 40,852 | $2.4M |
| Old Mission Investment Co LLC | 0.76% | Reduce -0.8% | 40,821 | $2.4M |
| Leo Wealth, LLC | 0.24% | Reduce -0.4% | 40,552 | $2.3M |
| WCG Wealth Advisors LLC | 0.17% | New | 40,328 | $2.3M |
| Spirepoint Private Client, LLC | 0.32% | Add +6.0% | 39,740 | $2.3M |
| Brown Advisory Inc. | 0.00% | Reduce -10.7% | 39,364 | $2.3M |
| Geneos Wealth Management Inc. | 0.10% | Add +8.2% | 39,322 | $2.3M |
| Larson Financial Group LLC | 0.15% | Add +1450.2% | 39,204 | $2.3M |
| WBH Advisory Inc. | 0.23% | Reduce -3.3% | 39,148 | $2.3M |
| 360 Financial, Inc. | 0.85% | Reduce -0.0% | 38,964 | $2.2M |
| Maiden Cove Capital, LLC | 4.87% | — | 38,874 | $2.2M |
| Mitchell McLeod Pugh & Williams Inc. | 0.51% | Add +2.4% | 38,604 | $2.2M |
| Harbor Advisory Corp. | 0.76% | Reduce -8.9% | 38,097 | $2.2M |
| Gallacher Capital Management LLC | 1.15% | Add +1.3% | 37,817 | $2.2M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.52% | No change | 37,275 | $2.1M |
| Axxcess Wealth Management, LLC | 0.06% | New | 36,885 | $2.1M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Add +0.1% | 36,734 | $2.1M |
| Verdence Capital Advisors LLC | 0.19% | Reduce -0.4% | 36,675 | $2.1M |
| Islay Capital Management, LLC | 1.53% | Reduce -1.3% | 36,675 | $2.1M |
| Sterling Investment Counsel, LLC | 0.83% | Reduce -7.5% | 36,496 | $2.1M |
| Kovack Advisors, Inc. | 0.23% | Add +1.2% | 35,942 | $2.1M |
| Strategic Financial Concepts, LLC | 1.20% | Add +1953.2% | 1,285,983 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -11.4% | 35,797 | $2.1M |
| Brio Consultants, LLC | 0.34% | Reduce -12.4% | 35,648 | $2.1M |
| Goldstone Financial Group, LLC | 0.41% | Add +45.7% | 35,596 | $2.1M |
| GSG Advisors LLC | 0.72% | Add +2.0% | 35,629 | $2.0M |
| Southland Equity Partners LLC | 0.58% | Add +0.9% | 35,487 | $2.0M |
| Fiduciary Group, LLC | 0.21% | Reduce -2.7% | 34,557 | $2.0M |
| Bailard, Inc. | 0.05% | Reduce -0.3% | 34,183 | $2.0M |
| Horizon Investment Services, LLC | 0.92% | Reduce -0.1% | 33,886 | $2.0M |
| JB Capital LLC | 0.12% | Add +9.8% | 33,778 | $1.9M |
| Sound Stewardship, LLC | 1.18% | Reduce -0.3% | 33,749 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +23.2% | 33,722 | $1.9M |
| First Foundation Advisors | 0.07% | Add +58.8% | 33,687 | $1.9M |
| Intrua Financial, LLC | 0.31% | Reduce -0.9% | 33,174 | $1.9M |
| CoreCap Advisors, LLC | 0.20% | Add +1.9% | 33,084 | $1.9M |
| Vanguard Group Inc. | 0.00% | Add +3.5% | 33,009 | $1.9M |
| Tennessee Valley Asset Management Partners | 0.35% | Add +5.6% | 32,574 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.21% | Add +6.1% | 32,313 | $1.9M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -5.2% | 32,245 | $1.9M |
| Curated Wealth Partners LLC | 0.26% | — | 31,920 | $1.8M |
| Rodgers & Associates, LTD | 0.24% | Reduce -5.3% | 31,883 | $1.8M |
| Advisory Alpha, LLC | 0.07% | Reduce -3.4% | 31,696 | $1.8M |
| Scotia Capital Inc. | 0.01% | Reduce -6.1% | 31,665 | $1.8M |
| Beacon Financial Advisory LLC | 0.67% | Add +54.8% | 31,043 | $1.8M |
| Concourse Financial Group Securities, Inc. | 0.11% | Add +5.9% | 31,016 | $1.8M |
| Williams & Novak, LLC | 1.66% | Reduce -6.3% | 30,974 | $1.8M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -2.3% | 30,731 | $1.8M |
| Accurate Wealth Management, LLC | 0.42% | Add +112.4% | 29,881 | $1.8M |
| Chicago Partners Investment Group LLC | 0.07% | Add +5.2% | 29,220 | $1.8M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Add +266.6% | 29,822 | $1.7M |
| Prepared Retirement Institute LLC | 1.12% | Reduce -1.9% | 29,437 | $1.7M |
| Perennial Investment Advisors, LLC | 0.24% | Reduce -0.0% | 29,288 | $1.7M |
| Haverford Trust Co | 0.02% | Reduce -4.7% | 29,072 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +153.6% | 28,946 | $1.7M |
| Stokes Family Office, LLC | 0.19% | Reduce -9.5% | 28,856 | $1.7M |
| Counterweight Ventures, LLC | 1.25% | Add +1.6% | 28,709 | $1.7M |
| Northside Capital Management, LLC | 0.28% | No change | 28,701 | $1.7M |
| Certified Advisory Corp | 0.21% | Reduce -0.9% | 28,668 | $1.7M |
| John W. Brooker & Co., CPAs | 0.82% | Add +1.5% | 28,581 | $1.6M |
| Invst, LLC | 0.18% | Reduce -0.3% | 28,616 | $1.6M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -8.8% | 28,156 | $1.6M |
| Compound Planning, Inc. | 0.12% | Add +19.2% | 28,002 | $1.6M |
| USAdvisors Wealth Management, LLC | 0.57% | Reduce -5.7% | 27,885 | $1.6M |
| Lake Street Advisors Group, LLC | 0.08% | New | 27,791 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +0.8% | 27,434 | $1.6M |
| Bank of Montreal | 0.00% | Reduce -29.1% | 27,085 | $1.6M |
| Merkkuri Wealth Advisors LLC | 1.44% | — | 27,204 | $1.6M |
| Endowment Wealth Management, Inc. | 1.14% | Reduce -3.4% | 27,202 | $1.6M |
| Keudell/Morrison Wealth Management | 0.46% | Reduce -1.2% | 27,014 | $1.6M |
| Boston Mountain Money Management Inc. | 1.01% | No change | 26,532 | $1.5M |
| Element Pointe Advisors, LLC | 0.39% | No change | 26,474 | $1.5M |
| Mendel Money Management | 0.71% | Reduce -2.3% | 26,428 | $1.5M |
| ShoreHaven Wealth Partners, LLC | 0.80% | Reduce -10.0% | 26,360 | $1.5M |
| Cedar Wealth Management, LLC | 0.49% | Reduce -1.1% | 26,272 | $1.5M |
| Uptick Partners, LLC | 1.16% | Reduce -2.8% | 25,952 | $1.5M |
| Bouvel Investment Partners, LLC | 0.58% | Reduce -1.1% | 26,154 | $1.5M |
| Drive Wealth Management, LLC | 0.40% | Add +12.9% | 26,024 | $1.5M |
| OMNI 360 Wealth, Inc. | 1.13% | Add +22.6% | 25,937 | $1.5M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -6.2% | 25,911 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 25,843 | $1.5M |
| Dohj, LLC | 0.37% | Reduce -4.3% | 25,829 | $1.5M |
| Edmond DE Rothschild Holding S.A. | 0.03% | Reduce -0.6% | 25,803 | $1.5M |
| World Investment Advisors | 0.09% | New | 25,424 | $1.5M |
| Gouws Capital LLC | 1.05% | Reduce -2.9% | 25,420 | $1.5M |
| Kapstone Financial Advisors LLC | 0.96% | Reduce -0.5% | 25,362 | $1.5M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Add +4.3% | 25,127 | $1.5M |
| Whalerock Point Partners, LLC | 0.39% | Reduce -0.2% | 25,117 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +33.4% | 25,051 | $1.4M |
| Advocacy Wealth Management, LLC | 0.12% | Reduce -22.5% | 24,971 | $1.4M |
| Ignite Planners, LLC | 0.35% | Add +37.0% | 24,865 | $1.4M |
| Icon Wealth Advisors, LLC | 0.13% | Reduce -22.1% | 23,797 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -0.2% | 23,719 | $1.4M |
| Greater Midwest Financial Group, LLC | 0.91% | Reduce -6.7% | 23,922 | $1.4M |
| Priebe Wealth Holdings LLC | 1.12% | Reduce -3.7% | 24,510 | $1.4M |
| Consolidated Portfolio Review Corp | 0.33% | Add +8.7% | 24,398 | $1.4M |
| Walkner Condon Financial Advisors LLC | 0.30% | Reduce -14.7% | 24,113 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -56.8% | 24,000 | $1.4M |
| McLean Asset Management Corp | 0.44% | Add +0.1% | 23,333 | $1.4M |
| Biondo Investment Advisors, LLC | 0.20% | Add +2.5% | 23,623 | $1.4M |
| MidAtlantic Capital Management, Inc. | 1.14% | Add +4.2% | 23,534 | $1.4M |
| LMCG Investments, LLC | 0.08% | Reduce -2.2% | 23,524 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Add +15.1% | 23,517 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.11% | No change | 23,495 | $1.4M |
| Clear Creek Financial Management, LLC | 0.16% | Reduce -2.0% | 23,445 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -3.3% | 23,364 | $1.3M |
| Leavell Investment Management, Inc. | 0.07% | No change | 22,940 | $1.3M |
| Titleist Asset Management, LLC | 0.20% | Reduce -1.5% | 22,939 | $1.3M |
| Roman Butler Fullerton & Co. | 0.43% | Reduce -3.3% | 22,510 | $1.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -14.7% | 22,547 | $1.3M |
| EFG Asset Management (Americas) Corp. | 0.25% | Add +368.3% | 22,457 | $1.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -13.6% | 22,347 | $1.3M |
| Ellis Investment Partners, LLC | 0.27% | Reduce -0.2% | 22,211 | $1.3M |
| Midland Wealth Advisors, LLC | 0.07% | Reduce -31.9% | 21,900 | $1.3M |
| PFG Advisors | 0.08% | Add +5.9% | 21,474 | $1.2M |
| Carr Financial Group Corp | 0.39% | Reduce -5.5% | 21,017 | $1.2M |
| Occidental Asset Management, LLC | 0.21% | No change | 20,966 | $1.2M |
| Ehrlich Financial Group | 0.95% | Reduce -2.2% | 20,938 | $1.2M |
| Spire Wealth Management | 0.04% | Reduce -60.8% | 20,926 | $1.2M |
| Summit Wealth Partners, LLC | 0.25% | Add +0.5% | 20,916 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.20% | Add +3.6% | 20,905 | $1.2M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -12.2% | 20,798 | $1.2M |
| CRA Financial Services, LLC | 0.24% | Reduce -4.3% | 20,358 | $1.2M |
| SageView Advisory Group, LLC | 0.07% | New | 20,350 | $1.2M |
| Claro Advisors Inc. | 0.18% | Add +95.4% | 20,237 | $1.2M |
| NCM Capital Management, LLC | 0.61% | Reduce -1.5% | 20,225 | $1.2M |
| First Bancorp, Inc | 0.86% | No change | 20,183 | $1.2M |
| Wells Financial Advisors INC | 0.76% | Reduce -1.2% | 20,036 | $1.2M |
| Joel Isaacson & Co., LLC | 0.06% | Add +0.5% | 19,964 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Add +191.8% | 19,658 | $1.1M |
| Fingerlakes Wealth Management, Inc. | 1.00% | Add +0.7% | 19,304 | $1.1M |
| Summit Financial Wealth Advisors, LLC | 0.22% | Add +0.1% | 19,185 | $1.1M |
| Pine Harbor Wealth Management, LLC | 0.65% | Reduce -0.5% | 19,150 | $1.1M |
| High Net Worth Advisory Group LLC | 0.33% | No change | 19,127 | $1.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.26% | Add +4.4% | 19,097 | $1.1M |
| Quadrant Private Wealth Management, LLC | 0.25% | Add +29.1% | 18,991 | $1.1M |
| Tranquilli Financial Advisor LLC | 0.72% | Add +22.9% | 18,841 | $1.1M |
| Naples Global Advisors, LLC | 0.11% | Reduce -0.2% | 18,731 | $1.1M |
| Linscomb Wealth, Inc. | 0.06% | Add +2.9% | 18,731 | $1.1M |
| First Heartland Consultants, Inc. | 0.11% | Reduce -25.2% | 18,440 | $1.1M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -9.9% | 18,336 | $1.1M |
| Balboa Wealth Partners | 0.28% | Add +104.7% | 18,304 | $1.1M |
| Investment Partners, LTD. | 0.47% | Reduce -0.2% | 18,182 | $1.0M |
| NFSG Corp | 0.39% | Add +2.0% | 18,129 | $1.0M |
| Mosaic Financial Group, LLC | 0.75% | Reduce -24.9% | 18,125 | $1.0M |
| Optimum Investment Advisors | 0.47% | Reduce -5.6% | 18,000 | $1.0M |
| Commonwealth Financial Services, LLC | 0.21% | Reduce -7.5% | 17,680 | $1.0M |
| Virtue Capital Management, LLC | 0.17% | Reduce -1.2% | 17,127 | $1.0M |
| Essex Bank | 0.27% | No change | 17,631 | $1.0M |
| Curi Capital, LLC | 0.02% | Reduce -49.1% | 17,626 | $1.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | Add +24.8% | 17,459 | $1.0M |
| Alliance Wealth Management Group | 0.29% | Add +5.8% | 17,443 | $1.0M |
| CGC Financial Services, LLC | 0.44% | Reduce -8.6% | 17,418 | $1.0M |
| Ranch Capital Advisors Inc. | 0.52% | Reduce -0.7% | 17,222 | $992K |
| Grey Ledge Advisors, LLC | 0.27% | Add +0.6% | 17,220 | $992K |
| Valley National Advisers Inc. | 0.14% | No change | 16,624 | $957K |
| Parallel Advisors, LLC | 0.02% | Add +39.1% | 16,608 | $957K |
| Drucker Wealth 3.0, LLC | 0.25% | — | 16,398 | $945K |
| WealthCare Investment Partners, LLC | 0.44% | Reduce -3.6% | 16,343 | $942K |
| Oxford Financial Group, LTD. LLC | 0.06% | No change | 16,182 | $932K |
| Paladin Advisory Group, LLC | 0.73% | No change | 16,213 | $932K |
| Brandywine Oak Private Wealth LLC | 0.10% | No change | 16,106 | $928K |
| Sequent Planning LLC | 0.32% | Reduce -6.9% | 16,025 | $921K |
| Fort Point Capital Partners LLC | 0.12% | New | 15,951 | $919K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Reduce -0.1% | 15,849 | $913K |
| Rovin Capital /Ut/ | 0.38% | Add +2.8% | 15,839 | $912K |
| Inscription Capital, LLC | 0.15% | No change | 15,800 | $910K |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +7.3% | 15,686 | $904K |
| Citadel Advisors | 0.00% | New | 15,647 | $901K |
| IPG Investment Advisors LLC | 0.20% | New | 15,575 | $897K |
| Brown Brothers Harriman & Co. | 0.01% | Add +8.9% | 15,531 | $895K |
| Rothschild Wealth LLC | 0.29% | Add +77.3% | 15,479 | $892K |
| Private Trust Co. NA | 0.10% | Add +9.7% | 15,401 | $887K |
| Pasadena Private Wealth, LLC | 0.20% | Reduce -2.4% | 15,134 | $872K |
| Acorn Financial Advisory Services Inc. | 0.16% | Reduce -3.8% | 15,067 | $868K |
| Market Street Wealth Management Advisors LLC | 0.15% | Reduce -4.3% | 15,043 | $867K |
| SouthState Bank Corp | 0.06% | Add +31.9% | 15,029 | $866K |
| Atwater Malick LLC | 0.30% | Add +38.9% | 14,969 | $862K |
| NSI Retail Advisors, LLC | 0.15% | Reduce -2.0% | 14,920 | $860K |
| CSM Advisors, LLC | 0.06% | Reduce -2.0% | 14,920 | $860K |
| Simplicity Wealth,LLC | 0.02% | Add +0.3% | 14,918 | $859K |
| FinTrust Capital Advisors, LLC | 0.15% | Reduce -0.8% | 14,610 | $842K |
| Main Street Financial Solutions, LLC | 0.08% | Add +3.0% | 14,533 | $837K |
| Aurora Private Wealth, Inc. | 0.72% | Reduce -18.6% | 14,344 | $826K |
| Mascoma Wealth Management LLC | 0.22% | Reduce -25.3% | 14,252 | $821K |
| Focus Financial Network, Inc. | 0.04% | Reduce -9.3% | 13,574 | $818K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +110.9% | 14,139 | $815K |
| MWA Asset Management | 0.58% | Reduce -0.2% | 14,050 | $809K |
| Ellenbecker Investment Group | 0.16% | Add +106.2% | 13,883 | $800K |
| Sunburst Financial Group, LLC | 0.21% | Reduce -0.6% | 13,520 | $779K |
| Sound Financial Strategies Group, LLC | 0.68% | Reduce -9.7% | 13,502 | $778K |
| Opal Wealth Advisors, LLC | 0.25% | Reduce -2.6% | 13,497 | $778K |
| Aspiriant, LLC | 0.03% | No change | 13,463 | $776K |
| Good Life Advisors, LLC | 0.06% | Add +5.3% | 13,417 | $773K |
| Tudor Investment Corporation | 0.01% | New | 13,382 | $771K |
| Warner Financial, Inc. | 0.38% | Add +0.5% | 13,355 | $769K |
| SigFig Wealth Management, LLC | 0.03% | Add +11.6% | 13,346 | $769K |
| Pinnacle Bancorp, Inc. | 0.23% | No change | 13,340 | $769K |
| CVA Family Office, LLC | 0.14% | Add +27.3% | 13,330 | $768K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -0.6% | 12,591 | $752K |
| International Assets Investment Management, LLC | 0.07% | Reduce -0.8% | 13,041 | $751K |
| LifePlan Financial, LLC | 0.69% | Add +2.1% | 13,035 | $751K |
| IFG Advisory, LLC | 0.05% | Reduce -15.1% | 13,033 | $751K |
| Evernest Financial Advisors, LLC | 0.34% | No change | 12,992 | $748K |
| Gries Financial LLC | 0.15% | Reduce -64.8% | 12,967 | $747K |
| Smithfield Trust Co | 0.04% | No change | 12,896 | $742K |
| Aspen Wealth Management LLC | 0.25% | Reduce -0.5% | 12,769 | $736K |
| Astoria Portfolio Advisors LLC. | 0.26% | Add +0.1% | 12,725 | $733K |
| M3 Advisory Group, LLC | 0.60% | Add +2.6% | 12,562 | $724K |
| Arrowroot Family Office, LLC | 0.46% | Reduce -2.1% | 12,517 | $721K |
| Lincoln Capital LLC | 0.16% | Reduce -2.7% | 12,501 | $720K |
| Lido Advisors, LLC | 0.01% | Add +6.5% | 12,485 | $719K |
| Annex Advisory Services, LLC | 0.03% | Reduce -6.0% | 12,461 | $718K |
| PCA Investment Advisory Services Inc. | 0.38% | Add +2.5% | 12,436 | $716K |
| Veracity Capital LLC | 0.30% | Reduce -2.4% | 12,410 | $715K |
| Element Wealth, LLC | 0.40% | Reduce -2.3% | 12,402 | $714K |
| American State Bank (Iowa) | 0.45% | Add +2.9% | 12,281 | $708K |
| Raab & Moskowitz Asset Management LLC | 0.19% | Add +4.3% | 12,235 | $705K |
| Ruggaard & Associates LLC | 0.32% | Add +200.6% | 12,187 | $702K |
| Magnus Financial Group LLC | 0.08% | Add +12.3% | 12,139 | $699K |
| Insight Wealth Strategies, LLC | 0.10% | Reduce -2.5% | 12,110 | $698K |
| West Wealth Group, LLC | 0.24% | Reduce -9.5% | 11,873 | $684K |
| RVW Wealth, LLC | 0.07% | No change | 11,808 | $680K |
| Flagship Private Wealth, LLC | 0.40% | Add +0.0% | 11,750 | $677K |
| Cardinal Point Capital Management ULC | 0.12% | Add +0.1% | 11,715 | $675K |
| Cornerstone Advisors Asset Management, LLC | 0.19% | No change | 11,681 | $673K |
| ARS Investment Partners, LLC | 0.06% | No change | 11,557 | $666K |
| Redwood Financial Network Corp | 0.56% | Reduce -16.9% | 11,480 | $661K |
| Sowell Financial Services LLC | 0.03% | Add +5.4% | 11,471 | $661K |
| Capital Market Strategies LLC | 0.42% | Reduce -2.3% | 11,455 | $660K |
| Wealth Management Associates, Inc. | 0.31% | No change | 11,455 | $660K |
| Investment Advisory Group, LLC | 0.26% | Add +14.0% | 11,455 | $660K |
| Centaurus Financial, Inc. | 0.04% | Add +1.1% | 11,425 | $658K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -47.8% | 11,397 | $657K |
| Olde Wealth Management, LLC | 0.25% | No change | 11,374 | $655K |
| Kraft, Davis & Associates, LLC | 0.20% | No change | 10,887 | $653K |
| Randolph Co Inc | 0.08% | Add +5.6% | 11,153 | $643K |
| SignalPoint Asset Management, LLC | 0.17% | No change | 11,141 | $642K |
| Fort Sheridan Advisors LLC | 0.10% | Reduce -4.9% | 11,071 | $638K |
| Venture Visionary Partners LLC | 0.03% | Reduce -1.5% | 11,050 | $637K |
| Wedmont Private Capital | 0.04% | Add +35.2% | 10,781 | $636K |
| Apeiron RIA LLC | 0.19% | Add +0.4% | 10,962 | $631K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -6.0% | 10,951 | $631K |
| Principle Wealth Partners LLC | 0.05% | No change | 10,853 | $625K |
| Anchor Investment Management, LLC | 0.06% | Add +2.4% | 10,846 | $625K |
| Headinvest, LLC | 0.12% | Reduce -0.9% | 10,741 | $619K |
| Roberts Financial Services LLC | 0.12% | Reduce -2.0% | 10,733 | $618K |
| Pacific Wealth Management | 0.31% | Reduce -96.0% | 10,721 | $618K |
| Albion Financial Group | 0.05% | No change | 10,696 | $616K |
| Nissay Asset Management Corp. /Japan | 0.00% | Reduce -69.0% | 10,612 | $611K |
| Adell Harriman & Carpenter Inc. | 0.05% | Add +9.8% | 10,443 | $602K |
| Brasada Capital Management, LP | 0.10% | Add +0.4% | 10,100 | $592K |
| Girard Partners LTD. | 0.06% | Add +0.1% | 10,262 | $591K |
| Biltmore Family Office, LLC | 0.11% | No change | 10,247 | $590K |
| Moloney Securities Asset Management, LLC | 0.09% | Add +24.4% | 10,171 | $586K |
| River Wealth Advisors LLC | 0.08% | Add +17.3% | 10,059 | $579K |
| Human Investing LLC | 0.11% | Add +0.8% | 10,058 | $579K |
| Wintrust Investments LLC | 0.05% | Add +2.7% | 9,979 | $575K |
| Allen Capital Group, LLC | 0.08% | Add +37.9% | 9,754 | $562K |
| Valeo Financial Advisors, LLC | 0.02% | Add +10.3% | 9,743 | $561K |
| Financial Life Advisors | 0.23% | Reduce -35.6% | 9,703 | $559K |
| W Advisors, LLC | 0.37% | No change | 9,697 | $559K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +97.3% | 9,603 | $553K |
| First National Trust Co | 0.02% | Add +13.6% | 9,591 | $553K |
| Marcum Wealth, LLC | 0.05% | Add +27.0% | 9,405 | $542K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +13.3% | 9,394 | $541K |
| MSH Capital Advisors LLC | 0.18% | Reduce -1.9% | 9,383 | $541K |
| High Falls Advisors, Inc | 0.13% | Reduce -4.5% | 9,271 | $534K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -0.7% | 9,177 | $529K |
| Criterion Capital Advisors, LLC | 0.33% | Reduce -5.3% | 9,108 | $525K |
| NovaPoint Capital, LLC | 0.18% | Reduce -0.6% | 9,058 | $522K |
| Addison Advisors LLC | 0.17% | Reduce -25.6% | 9,048 | $521K |
| Investment Partners Asset Management, Inc. | 0.46% | Add +3.7% | 9,041 | $521K |
| Probity Advisors, Inc. | 0.11% | Reduce -9.0% | 9,028 | $520K |
| GeoWealth Management, LLC | 0.02% | Reduce -4.2% | 9,007 | $519K |
| Wealth Effects LLC | 0.19% | Reduce -16.9% | 8,983 | $518K |
| Advance Capital Management, Inc. | 0.02% | Reduce -26.6% | 8,973 | $517K |
| McAdam, LLC | 0.03% | Reduce -1.4% | 8,957 | $516K |
| Eastover Investment Advisors LLC | 0.25% | Reduce -3.6% | 8,925 | $515K |
| Jackson Hole Capital Partners, LLC | 0.11% | No change | 8,884 | $512K |
| Cox Capital Mgt LLC | 0.31% | Reduce -0.6% | 8,805 | $507K |
| Glenmede Trust Co. NA | 0.00% | Reduce -19.8% | 8,798 | $507K |
| Glenview Trust Co | 0.01% | No change | 8,791 | $506K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 8,770 | $505K |
| Betterment LLC | 0.00% | Add +9.9% | 8,624 | $497K |
| Private Portfolio Partners LLC | 0.40% | Add +8.2% | 8,528 | $491K |
| Breakwater Capital Group | 0.11% | Add +11.3% | 8,513 | $490K |
| Whelan Financial | 0.22% | Reduce -7.8% | 8,507 | $490K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -46.1% | 8,495 | $489K |
| Householder Group Estate & Retirement Specialist, LLC | 0.14% | Reduce -3.6% | 8,390 | $483K |
| Fifth Third Bancorp | 0.00% | No change | 8,379 | $483K |
| Mission Wealth Management, LP | 0.01% | No change | 8,365 | $482K |
| City State Bank | 0.20% | Add +1.8% | 8,345 | $481K |
| HUB Investment Partners, LLC | 0.02% | Add +15.1% | 8,275 | $477K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,259 | $476K |
| Scott & Selber, Inc. | 0.15% | Add +0.0% | 8,224 | $474K |
| Security Financial Services, INC. | 0.10% | Reduce -0.5% | 8,126 | $468K |
| Farther Finance Advisors, LLC | 0.02% | Add +18.6% | 8,092 | $465K |
| Jane Street Group, LLC | 0.00% | Reduce -87.8% | 8,066 | $465K |
| Summit Financial Strategies, Inc. | 0.06% | No change | 8,062 | $464K |
| Money Concepts Capital Corp. | 0.04% | New | 8,046 | $464K |
| Garrett Wealth Advisory Group, LLC | 0.17% | Add +4.5% | 8,016 | $462K |
| Avaii Wealth Management, LLC | 0.26% | Reduce -0.9% | 8,012 | $462K |
| Quadcap Wealth Management, LLC | 0.08% | Reduce -0.1% | 7,901 | $455K |
| Demars Financial Group, LLC | 0.22% | Reduce -7.2% | 7,806 | $450K |
| Central Bank & Trust Co. | 0.06% | Add +907.1% | 7,795 | $449K |
| Naples Money Management LLC | 0.38% | Add +11.5% | 7,723 | $444K |
| Carnegie Investment Counsel | 0.01% | No change | 7,688 | $443K |
| Whitener Capital Management, Inc. | 0.13% | Add +1.3% | 7,650 | $441K |
| Atlantic Union Bankshares Corp | 0.03% | No change | 7,611 | $438K |
| Keebeck Wealth Management | 0.06% | Reduce -1.3% | 7,605 | $438K |
| Paces Ferry Wealth Advisors, LLC | 0.26% | Add +0.4% | 7,570 | $436K |
| Financial Partners Group, Inc | 0.07% | Add +0.5% | 7,556 | $435K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -2.0% | 7,525 | $434K |
| Continuum Advisory, LLC | 0.06% | Reduce -4.8% | 7,508 | $433K |
| Alta Wealth Advisors LLC | 0.22% | Reduce -8.2% | 7,499 | $432K |
| Intrepid Capital Management Inc. | 0.27% | No change | 7,479 | $431K |
| Collaborative Wealth Managment Inc. | 0.21% | Reduce -5.0% | 7,468 | $430K |
| Catalyst Financial Partners LLC | 0.09% | New | 7,382 | $425K |
| Baker Tilly Wealth Management, LLC | 0.17% | Reduce -63.3% | 7,360 | $424K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -9.3% | 7,355 | $424K |
| Summit X, LLC | 0.10% | Reduce -56.8% | 7,336 | $423K |
| BKM Wealth Management, LLC | 0.20% | Add +0.5% | 7,347 | $423K |
| Cibc World Market Inc. | 0.00% | Reduce -4.1% | 7,307 | $421K |
| Family Capital Trust Co | 0.14% | No change | 7,300 | $421K |
| Ethos Financial Group, LLC | 0.07% | Reduce -57.5% | 7,235 | $417K |
| Commerce Bank | 0.00% | Reduce -1.1% | 7,238 | $417K |
| Levy Wealth Management Group, LLC | 0.11% | Add +1.3% | 7,200 | $415K |
| Ayrshire Capital Management LLC | 0.21% | Add +0.5% | 7,191 | $414K |
| Guardian Asset Advisors, LLC | 0.30% | Reduce -25.6% | 7,135 | $411K |
| Brady Family Wealth, LLC | 0.13% | Add +0.6% | 7,133 | $411K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Add +0.0% | 7,087 | $408K |
| Evermay Wealth Management LLC | 0.07% | No change | 7,064 | $407K |
| Qube Research & Technologies Ltd | 0.00% | Add +180.6% | 7,016 | $404K |
| HFG Advisors, Inc. | 0.38% | Reduce -0.8% | 7,002 | $403K |
| Quadrant Capital Group LLC | 0.03% | No change | 7,000 | $403K |
| Continental Investors Services, Inc. | 0.89% | New | 6,962 | $401K |
| Hanson & Doremus Investment Management | 0.07% | Reduce -14.8% | 6,940 | $400K |
| Coldstream Capital Management Inc. | 0.01% | Add +96.5% | 6,943 | $400K |
| Core Wealth Advisors, Inc. | 0.14% | No change | 6,941 | $400K |
| First City Capital Management, Inc. | 0.22% | No change | 6,929 | $399K |
| New England Private Wealth Advisors LLC | 0.07% | Reduce -5.2% | 6,920 | $399K |
| Deutsche Bank AG | 0.00% | Reduce -0.0% | 6,876 | $396K |
| Evergreen Capital Management LLC | 0.01% | No change | 6,859 | $395K |
| Alterna Wealth Management, Inc. | 0.35% | No change | 6,854 | $395K |
| Perigon Wealth Management, LLC | 0.01% | Add +17.9% | 6,847 | $394K |
| PFG Investments, LLC | 0.03% | Reduce -75.2% | 6,845 | $394K |
| Destination Wealth Management | 0.01% | Add +3.3% | 6,764 | $390K |
| Insight Wealth Partners, LLC | 0.25% | No change | 6,759 | $389K |
| Sachetta, LLC | 0.17% | Reduce -38.3% | 6,454 | $388K |
| Regal Investment Advisors LLC | 0.03% | Add +0.1% | 6,713 | $387K |
| Formidable Asset Management, LLC | 0.06% | Reduce -13.7% | 6,685 | $385K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -2.1% | 6,651 | $383K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +3.3% | 6,557 | $378K |
| Mandatum Life Insurance Co Ltd | 0.13% | No change | 6,546 | $377K |
| Pegasus Partners Ltd. | 0.04% | Add +9.1% | 6,522 | $376K |
| Wealth Management Resources, Inc. | 0.16% | No change | 6,519 | $376K |
| Continuum Wealth Advisors, LLC | 0.20% | Reduce -0.1% | 6,504 | $375K |
| NorthCoast Asset Management LLC | 0.00% | New | 6,461 | $372K |
| Diversified Trust Co. | 0.01% | Reduce -43.5% | 6,354 | $366K |
| Round Rock Advisors LLC | 0.09% | Add +10.7% | 6,329 | $365K |
| Franklin Resources Inc. | 0.00% | No change | 6,300 | $363K |
| Empire Financial Management Company, LLC | 0.12% | Reduce -20.9% | 6,288 | $362K |
| Glassman Wealth Services | 0.07% | Reduce -2.2% | 6,283 | $362K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.4% | 6,276 | $362K |
| Francis Financial, Inc. | 0.11% | Add +18.9% | 6,238 | $359K |
| Trivium Point Advisory, LLC | 0.05% | New | 6,236 | $359K |
| National Wealth Management Group, LLC | 0.27% | Reduce -0.5% | 6,190 | $357K |
| Stonebrook Private Inc. | 0.10% | Reduce -3.4% | 6,179 | $356K |
| Community Financial Services Group, LLC | 0.08% | Reduce -26.9% | 6,179 | $356K |
| Tandem Capital Management Corp. | 0.19% | Reduce -3.6% | 6,151 | $355K |
| Latitude Advisors, LLC | 0.22% | Add +11.1% | 6,165 | $355K |
| Mendel Capital Management LLC | 0.23% | Add +0.2% | 6,130 | $353K |
| Lane & Associates LLC | 0.21% | Add +0.2% | 6,097 | $351K |
| Future Financial Wealth Managment LLC | 0.30% | Reduce -42.8% | 5,948 | $343K |
| RDA Financial Network | 0.11% | Reduce -1.3% | 5,932 | $342K |
| Buffington Mohr McNeal | 0.06% | No change | 5,894 | $340K |
| TRUE Private Wealth Advisors | 0.04% | Add +32.8% | 5,873 | $338K |
| Bleakley Financial Group, LLC | 0.01% | Add +0.6% | 5,872 | $338K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | No change | 5,871 | $338K |
| River Street Advisors LLC | 0.21% | New | 5,863 | $338K |
| Commonwealth Retirement Investments LLC | 0.15% | Reduce -10.4% | 5,858 | $337K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -30.1% | 5,851 | $337K |
| Apollon Financial, LLC | 0.11% | Add +14.1% | 5,789 | $334K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +5.5% | 5,784 | $333K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 5,736 | $330K |
| Zhang Financial LLC | 0.02% | Add +8.8% | 5,718 | $329K |
| FineMark National Bank & Trust | 0.01% | New | 5,705 | $329K |
| Vident Advisory, LLC | 0.01% | No change | 5,703 | $329K |
| Carl P. Sherr & Co., LLC | 0.18% | No change | 5,671 | $327K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -2.0% | 5,589 | $323K |
| Equita Financial Network, Inc. | 0.13% | New | 5,517 | $318K |
| Modera Wealth Management, LLC | 0.00% | Reduce -3.2% | 5,511 | $318K |
| Bedel Financial Consulting, Inc. | 0.05% | Reduce -0.2% | 5,469 | $315K |
| Colton Groome Financial Advisors, LLC | 0.12% | Reduce -2.4% | 5,467 | $315K |
| Symphony Financial, Ltd. Co. | 0.06% | Add +6.1% | 5,468 | $315K |
| Planning Alternatives Ltd. | 0.05% | Reduce -1.0% | 5,450 | $314K |
| Clarus Wealth Advisors | 0.17% | Reduce -4.7% | 5,371 | $313K |
| Old National Bancorp | 0.01% | New | 5,416 | $312K |
| HM Payson & Co. | 0.01% | Reduce -0.3% | 5,412 | $312K |
| Hunter Associates Investment Management LLC | 0.05% | No change | 5,400 | $311K |
| Bond & Devick Financial Network, Inc. | 0.17% | Add +1.6% | 5,392 | $311K |
| McDonald Partners LLC | 0.08% | Reduce -0.0% | 5,349 | $308K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -2.5% | 5,330 | $307K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -49.4% | 5,279 | $305K |
| Clear Investment Research, LLC | 0.40% | Add +15.4% | 5,266 | $303K |
| Stephens Consulting, LLC | 0.09% | Reduce -3.4% | 5,261 | $303K |
| Royal Harbor Partners, LLC | 0.13% | Reduce -3.9% | 5,254 | $303K |
| Oak Harvest Investment Services | 0.05% | New | 5,253 | $303K |
| LifePro Asset Management | 0.22% | New | 5,242 | $302K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -1.1% | 5,232 | $301K |
| First Commonwealth Financial Corp | 0.08% | Reduce -3.4% | 5,192 | $299K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +15.0% | 5,178 | $298K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -38.4% | 5,149 | $297K |
| Heck Capital Advisors, LLC | 0.04% | Reduce -2.5% | 5,071 | $292K |
| Wedbush Securities Inc. | 0.01% | Reduce -9.8% | 5,020 | $289K |
| Capital International Investors | 0.00% | New | 5,004 | $288K |
| SOL Capital Management CO | 0.03% | No change | 5,000 | $288K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.3% | 4,995 | $288K |
| Kelly Financial Services LLC | 0.10% | Reduce -8.4% | 4,964 | $286K |
| Philadelphia Trust Co. | 0.02% | No change | 4,935 | $284K |
| BCU Wealth Advisors, LLC | 0.21% | Add +0.4% | 4,926 | $284K |
| Bluesphere Advisors LLC | 0.14% | Add +8.9% | 4,924 | $284K |
| GC Wealth Management RIA, LLC | 0.06% | No change | 4,888 | $282K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +3.8% | 4,886 | $281K |
| Community Trust & Investment Co. | 0.02% | Add +1.8% | 4,882 | $281K |
| Janiczek Wealth Management, LLC | 0.06% | No change | 4,874 | $281K |
| Trek Financial, LLC | 0.02% | Reduce -65.4% | 4,837 | $279K |
| Davis R M Inc. | 0.01% | Reduce -1.3% | 4,797 | $276K |
| Bessemer Group Inc. | 0.00% | Add +144.9% | 4,796 | $276K |
| Integrity Financial Corp | 0.17% | Reduce -0.8% | 4,788 | $276K |
| TrueWealth Advisors, LLC | 0.10% | Reduce -0.8% | 4,781 | $275K |
| Gateway Wealth Partners, LLC | 0.08% | Add +20.7% | 4,746 | $273K |
| Mattern Capital Management, LLC | 0.04% | No change | 4,744 | $273K |
| NorthRock Partners, LLC | 0.01% | Add +4.7% | 4,690 | $270K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 4,675 | $269K |
| Empower Advisory Group, LLC | 0.00% | New | 4,658 | $268K |
| Realta Investment Advisors | 0.05% | Reduce -1.7% | 4,612 | $266K |
| Southeast Asset Advisors, LLC | 0.03% | Reduce -0.1% | 4,607 | $265K |
| Ascent Group, LLC | 0.02% | Add +13.3% | 4,602 | $265K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 4,593 | $265K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.5% | 4,584 | $264K |
| Montis Financial, LLC | 0.12% | No change | 4,575 | $264K |
| Essex LLC | 0.06% | No change | 4,560 | $263K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -40.8% | 4,524 | $261K |
| Navis Wealth Advisors, LLC | 0.30% | No change | 4,506 | $260K |
| Curtis Advisory Group, LLC | 0.09% | No change | 4,500 | $259K |
| Arthur M. Cohen & Associates, LLC | 0.05% | No change | 4,500 | $259K |
| Hibernia Wealth Partners, LLC | 0.09% | New | 4,480 | $258K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 4,463 | $257K |
| CIC Wealth, LLC | 0.07% | No change | 4,440 | $256K |
| Hobbs Group Advisors, LLC | 0.10% | — | 4,382 | $252K |
| Financial Counselors Inc. | 0.00% | No change | 4,366 | $252K |
| Signaturefd, LLC | 0.01% | Reduce -3.8% | 4,347 | $250K |
| Romano Brothers and Company | 0.03% | No change | 4,315 | $249K |
| Castle Rock Wealth Management, LLC | 0.06% | Add +0.5% | 4,296 | $247K |
| Westside Investment Management, Inc. | 0.06% | Reduce -24.8% | 4,247 | $245K |
| SP Asset Management LLC | 0.02% | Add +0.4% | 4,235 | $244K |
| Tiaa Trust, National Association | 0.00% | Reduce -3.5% | 4,234 | $244K |
| LM Advisors LLC | 0.05% | No change | 4,196 | $242K |
| Waterfront Wealth Inc. | 0.07% | No change | 4,195 | $242K |
| Capital Advisory Group Advisory Services, LLC | 0.10% | New | 4,170 | $240K |
| Edgestream Partners, L.P. | 0.01% | New | 4,159 | $240K |
| Bramshill Investments, LLC | 0.03% | New | 4,156 | $239K |
| Nicolet Advisory Services, LLC | 0.02% | No change | 4,103 | $239K |
| Daymark Wealth Partners, LLC | 0.01% | New | 4,099 | $236K |
| Firethorn Wealth Partners, LLC | 0.13% | Reduce -3.2% | 4,096 | $236K |
| Stone House Investment Management, LLC | 0.06% | Reduce -29.3% | 4,088 | $236K |
| Guardian Capital Advisors LP | 0.02% | No change | 4,000 | $233K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -3.6% | 4,038 | $233K |
| Single Point Partners, LLC | 0.40% | New | 4,012 | $231K |
| Summit Global Investments | 0.02% | Reduce -2.6% | 4,004 | $231K |
| Sax Wealth Advisors, LLC | 0.02% | New | 3,996 | $230K |
| FSB Premier Wealth Management, Inc. | 0.10% | Add +0.3% | 3,934 | $227K |
| Brighton Jones LLC | 0.01% | New | 3,894 | $224K |
| M&T Bank Corp | 0.00% | Reduce -6.2% | 3,891 | $224K |
| GDS Wealth Management | 0.02% | No change | 3,873 | $223K |
| Florida Financial Advisors, LLC | 0.13% | Reduce -35.9% | 3,872 | $223K |
| Hirtle & Co., LLC | 0.01% | No change | 3,869 | $223K |
| Key Financial Inc | 0.05% | No change | 3,861 | $222K |
| American Money Management, LLC | 0.05% | Add +0.1% | 3,855 | $222K |
| American Capital Advisory, LLC | 0.16% | Reduce -16.9% | 4,092 | $220K |
| Bradley Foster & Sargent Inc. | 0.00% | Add +2.3% | 3,812 | $220K |
| CW Advisors, LLC | 0.00% | Reduce -22.2% | 3,795 | $219K |
| TAP Consulting, LLC | 0.05% | Reduce -2.5% | 3,792 | $218K |
| Dakota Wealth Management | 0.01% | New | 3,788 | $218K |
| Keybank National Association | 0.00% | New | 3,778 | $218K |
| First National Advisers, LLC | 0.04% | New | 3,755 | $216K |
| HHM Wealth Advisors, LLC | 0.03% | Add +5.7% | 3,730 | $215K |
| SVB Wealth LLC | 0.01% | Reduce -41.5% | 3,706 | $214K |
| LJI Wealth Management, LLC | 0.05% | Add +0.4% | 3,663 | $211K |
| First Financial Bankshares Inc | 0.00% | No change | 3,645 | $210K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -14.0% | 3,635 | $209K |
| Meridian Management Co. | 0.06% | Add +3.3% | 3,631 | $209K |
| LGT Financial Advisors LLC | 0.44% | Reduce -3.8% | 3,629 | $209K |
| MTM Investment Management, LLC | 0.09% | No change | 3,629 | $209K |
| Armstrong Advisory Group, Inc. | 0.02% | Reduce -41.9% | 3,617 | $208K |
| Berger Financial Group, Inc | 0.02% | Reduce -0.3% | 3,610 | $208K |
| Founders Financial Alliance, LLC | 0.06% | Add +0.1% | 3,600 | $207K |
| Advisors Capital Management, LLC | 0.00% | Reduce -12.4% | 3,577 | $206K |
| Prio Wealth Limited Partnership | 0.01% | No change | 3,542 | $204K |
| UMB Bank, n.a. | 0.00% | No change | 3,542 | $204K |
| CPC Advisors, LLC | 0.03% | New | 3,538 | $204K |
| OneAscent Financial Services LLC | 0.03% | No change | 3,499 | $202K |
| Brogan Financial, Inc. | 0.13% | Add +0.5% | 3,490 | $201K |
| Arlington Trust Co LLC | 0.05% | No change | 3,423 | $197K |
| Spotlight Asset Group, Inc. | 0.14% | No change | 3,400 | $196K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,355 | $193K |
| Ancora Advisors LLC | 0.00% | No change | 3,336 | $192K |
| Cassady Schiller Wealth Management, LLC | 0.08% | Reduce -21.9% | 3,327 | $192K |
| North Star Investment Management Corp. | 0.01% | No change | 3,291 | $190K |
| Rothschild Investment LLC | 0.01% | Add +0.7% | 3,051 | $176K |
| Trust Co. of Vermont | 0.01% | No change | 3,001 | $173K |
| EnRich Financial Partners LLC | 0.06% | New | 2,974 | $171K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,963 | $171K |
| Caitlin John, LLC | 0.12% | Reduce -3.8% | 2,914 | $168K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 2,780 | $160K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Reduce -3.0% | 2,778 | $160K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +10.4% | 2,772 | $160K |
| Sanctuary Wealth Management, L.L.C. | 0.12% | Add +0.5% | 2,722 | $157K |
| Creekmur Asset Management LLC | 0.04% | Reduce -59.2% | 2,659 | $153K |
| West Branch Capital LLC | 0.06% | Add +0.5% | 2,645 | $152K |
| Tyler-Stone Wealth Management | 0.06% | No change | 2,612 | $150K |
| Barrett & Company, Inc. | 0.07% | No change | 2,600 | $150K |
| Coppell Advisory Solutions LLC | 0.02% | — | 2,543 | $147K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.5% | 2,492 | $144K |
| CENTRAL TRUST Co | 0.00% | No change | 2,357 | $136K |
| Operose Advisors LLC | 0.05% | New | 2,356 | $136K |
| PFG Private Wealth Management, LLC | 0.08% | No change | 2,353 | $136K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.19% | Add +143.7% | 2,344 | $135K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,290 | $132K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 2,280 | $131K |
| WASHINGTON TRUST Co | 0.00% | No change | 2,265 | $130K |
| Bokf, NA | 0.00% | No change | 2,097 | $121K |
| Lanark Financial, Inc. | 0.01% | No change | 2,080 | $119K |
| Private Capital Management LLC | 0.02% | No change | 2,031 | $117K |
| Cranbrook Wealth Management, LLC | 0.03% | No change | 1,967 | $113K |
| Arax Advisory Partners | 0.01% | Add +0.5% | 1,839 | $106K |
| West Financial Advisors, LLC | 0.02% | Reduce -9.1% | 1,722 | $99K |
| Archer Investment Corp | 0.03% | Add +0.1% | 1,643 | $95K |
| Castleview Partners, LLC | 0.05% | Add +47.2% | 1,621 | $93K |
| MCF Advisors LLC | 0.01% | Add +0.9% | 1,588 | $91K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +0.3% | 1,565 | $90K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.5% | 1,554 | $90K |
| Gleason Group, Inc. | 0.02% | Add +0.5% | 1,437 | $83K |
| Cordgrass Capital Advisors, LLC | 0.03% | Reduce -7.1% | 1,380 | $80K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,379 | $79K |
| Stuart Chaussee & Associates, Inc. | 0.02% | No change | 1,349 | $78K |
| Clean Yield Group | 0.03% | No change | 1,300 | $75K |
| Phillips Financial Management, LLC | 0.01% | Add +66.7% | 1,252 | $72K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,229 | $71K |
| Gen-Wealth Partners Inc | 0.03% | No change | 1,217 | $70K |
| Ridgewood Investments LLC | 0.03% | New | 1,182 | $68K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.4% | 1,095 | $63K |
| Belvedere Trading LLC | 0.00% | Reduce -11.7% | 1,078 | $62K |
| Mendota Financial Group, LLC | 0.03% | Reduce -15.4% | 1,074 | $62K |
| Sandy Spring Bank | 0.00% | Reduce -86.2% | 1,037 | $60K |
| Tucker Asset Management LLC | 0.01% | Reduce -41.4% | 1,028 | $59K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 1,018 | $59K |
| Clearstead Advisors, LLC | 0.00% | Add +41.8% | 973 | $56K |
| PrairieView Partners, LLC | 0.01% | Reduce -9.6% | 945 | $54K |
| Pineridge Advisors LLC | 0.02% | Reduce -32.8% | 937 | $54K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 899 | $54K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -11.7% | 922 | $53K |
| Caldwell Trust Co | 0.01% | Add +436.8% | 891 | $51K |
| Versant Capital Management, Inc | 0.01% | Add +0.6% | 869 | $50K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 850 | $49K |
| Hollencrest Capital Management | 0.00% | Add +2.7% | 837 | $48K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.4% | 836 | $48K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.5% | 762 | $44K |
| JNBA Financial Advisors | 0.00% | No change | 756 | $44K |
| Bellevue Asset Management, LLC | 0.02% | No change | 750 | $43K |
| Venturi Wealth Management, LLC | 0.00% | New | 709 | $41K |
| Whittier Trust Co. | 0.00% | Add +0.6% | 661 | $38K |
| Russell Investments Group, Ltd. | 0.00% | Add +922.2% | 644 | $37K |
| SJS Investment Consulting Inc. | 0.01% | No change | 613 | $35K |
| Jamison Private Wealth Management, Inc. | 0.01% | No change | 598 | $34K |
| Beacon Capital Management, LLC | 0.01% | No change | 576 | $33K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 531 | $31K |
| Raleigh Capital Management Inc. | 0.01% | No change | 516 | $30K |
| Independence Bank of Kentucky | 0.01% | No change | 505 | $29K |
| Horrell Capital Management, Inc. | 0.01% | No change | 500 | $29K |
| Tsfg, LLC | 0.01% | Add +104.1% | 496 | $29K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 500 | $29K |
| MGB Wealth Management, LLC | 0.01% | No change | 485 | $29K |
| Missouri Trust & Investment Co | 0.01% | No change | 400 | $23K |
| Blue Trust, Inc. | 0.00% | No change | 395 | $23K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -25.6% | 342 | $20K |
| Country Trust Bank | 0.00% | No change | 320 | $18K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 316 | $18K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 308 | $18K |
| Indiana Trust & Investment Management Co | 0.01% | New | 308 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 308 | $18K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 300 | $17K |
| Scarborough Advisors, LLC | 0.01% | No change | 297 | $17K |
| Avion Wealth | 0.00% | No change | 309 | $17K |
| Cornerstone Planning Group LLC | 0.00% | Add +225.6% | 280 | $16K |
| Partnership Wealth Management, LLC | 0.01% | No change | 264 | $15K |
| Benjamin Edwards Inc. | 0.00% | Reduce -44.5% | 261 | $15K |
| Mather Group, Llc. | 0.00% | No change | 245 | $14K |
| IAG Wealth Partners, LLC | 0.00% | Add +4.2% | 246 | $14K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 228 | $13K |
| FWL Investment Management, LLC | 0.01% | Add +0.0% | 220 | $13K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 200 | $12K |
| Bell Investment Advisors, Inc | 0.00% | New | 192 | $11K |
| Ransom Advisory, Ltd | 0.01% | No change | 189 | $11K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 176 | $10K |
| First Personal Financial Services | 0.00% | No change | 170 | $10K |
| CNB Bank | 0.00% | No change | 150 | $9K |
| Security National Bank | 0.00% | No change | 146 | $8K |
| Robinswood Financial LLC | 0.00% | New | 133 | $8K |
| Sound Income Strategies, LLC | 0.00% | Reduce -52.9% | 121 | $7K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -98.1% | 118 | $7K |
| Flputnam Investment Management Co. | 0.00% | New | 117 | $7K |
| Financial Management Professionals, Inc. | 0.00% | No change | 112 | $6K |
| Dunhill Financial, LLC | 0.00% | No change | 100 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 99 | $6K |
| WR Wealth Planners, LLC | 0.00% | No change | 99 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 87 | $5K |
| Gradient Investments LLC | 0.00% | New | 66 | $4K |
| Hershey Financial Advisers, LLC | 0.00% | — | 65 | $4K |
| Montag A & Associates Inc. | 0.00% | No change | 61 | $4K |
| Kessler Investment Group, LLC | 0.00% | No change | 53 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 51 | $3K |
| Baldwin Wealth Partners LLC | 0.00% | New | 50 | $3K |
| SYM FINANCIAL Corp | 0.00% | New | 42 | $2K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -63.3% | 29 | $2K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 20 | $1K |
| Northwest Capital Management Inc | 0.00% | No change | 18 | $1K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 16 | $922 |
| Dogwood Wealth Management LLC | 0.00% | No change | 15 | $864 |
| EdgeRock Capital LLC | 0.00% | New | 13 | $748 |
| Quent Capital, LLC | 0.00% | New | 2 | $87 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.7% | 1 | $58 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $48 |
| Roble, Belko & Company, Inc | 0.00% | No change | 6 | $0 |
| Strengthening Families & Communities, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is DGRO's weight in each manager's 13F, not the share of iShares Core Dividend Growth the manager owns.