iShares Core Dividend GrowthDGROETF
13F holders, Q3 2024 (September 30)1,045holders +56
87new positions
34sold out
7famous investors
$62.67avg. 13F price*
At the end of Q3 2024, 1,045 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings, up 56 from Q2 2024. 87 opened new positions and 34 sold out. The largest holders were Morgan Stanley ($1.2B), Bank of America Corp. ($1.1B) and LPL Financial LLC ($837.8M). 7 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $126.4M |
| Exits | 34 | $11.1M |
All 13F filers, Q2 2024 → Q3 2024: 15,447,486 shares bought and 9,827,479 shares sold, net +5,620,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,045 holders
| Morgan Stanley | 0.08% | Reduce -2.7% | 18,439,460 | $1.2B |
| Bank of America Corp. | 0.10% | Reduce -0.2% | 17,586,107 | $1.1B |
| LPL Financial LLC | 0.37% | Add +3.2% | 13,363,898 | $837.8M |
| Envestnet Asset Management Inc. | 0.23% | Add +27.3% | 11,463,441 | $718.6M |
| Wealthfront Advisers LLC | 1.96% | Add +7.4% | 10,191,238 | $638.9M |
| BlackRock, Inc. | 0.01% | — | 9,289,434 | $582.4M |
| Raymond James Financial Services Advisors, Inc. | 0.72% | Reduce -2.4% | 8,612,535 | $539.9M |
| PNC Financial Services Group, Inc. | 0.31% | Add +1.4% | 7,842,422 | $491.6M |
| FMR LLC | 0.03% | Reduce -1.0% | 7,817,718 | $490.1M |
| Ameriprise Financial Inc. | 0.12% | Reduce -6.7% | 7,318,805 | $458.8M |
| Capital Investment Advisors, LLC | 9.44% | Add +1.5% | 7,315,118 | $458.6M |
| Commonwealth Equity Services, LLC | 0.67% | Add +0.2% | 7,093,495 | $444.7M |
| Royal Bank of Canada | 0.08% | Add +1.4% | 5,780,400 | $362.4M |
| Wells Fargo & Company | 0.08% | Add +1.8% | 5,266,230 | $330.1M |
| UBS Group AG | 0.08% | Reduce -0.6% | 4,572,694 | $286.7M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -29.1% | 4,447,214 | $278.8M |
| MML Investors Services, LLC | 0.87% | Add +20.4% | 3,796,963 | $238.0M |
| JPMorgan Chase & Co. | 0.02% | Add +4.1% | 3,304,969 | $207.2M |
| HighTower Advisors, LLC | 0.29% | Add +2.3% | 3,110,822 | $195.0M |
| Jones Financial Companies LLLP | 0.20% | Add +59.0% | 3,092,431 | $193.0M |
| Truist Financial Corp. | 0.30% | Reduce -0.3% | 3,014,539 | $189.0M |
| Horizon Investments, LLC | 4.54% | Add +44.7% | 2,728,250 | $171.0M |
| Raymond James & Associates | 0.10% | Add +1.8% | 2,538,953 | $159.2M |
| Mariner, LLC | 0.24% | Reduce -1.7% | 2,160,593 | $135.4M |
| Cetera Investment Advisers | 0.29% | Add +6.9% | 2,121,352 | $133.0M |
| Stifel Financial Corp. | 0.14% | Add +4.4% | 2,120,359 | $132.9M |
| Bank of New York Mellon Corp | 0.02% | Add +44.3% | 1,811,529 | $113.6M |
| Osaic Holdings, Inc. | 0.26% | Reduce -13.0% | 1,808,801 | $113.4M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -10.8% | 1,788,882 | $112.1M |
| Avior Wealth Management, LLC | 4.22% | Add +2.0% | 1,689,589 | $105.9M |
| First Command Advisory Services, Inc. | 0.92% | Reduce -0.3% | 1,524,367 | $95.6M |
| Kestra Advisory Services, LLC | 0.52% | Add +2.5% | 1,491,105 | $93.5M |
| American Trust | 7.40% | Add +6.8% | 1,431,025 | $89.7M |
| Northeast Financial Consultants Inc | 3.87% | Add +0.2% | 1,410,106 | $88.4M |
| Ledyard National Bank | 7.75% | Add +10.1% | 1,352,539 | $84.8M |
| Smith Anglin Financial, LLC | 8.13% | Add +78.4% | 1,346,692 | $84.4M |
| ProVise Management Group, LLC | 6.09% | Add +2.2% | 1,226,224 | $76.9M |
| Lwmg, LLC | 13.32% | Add +2.3% | 1,117,901 | $70.1M |
| Gratus Wealth Advisors, LLC | 11.40% | Add +24.9% | 1,121,862 | $69.8M |
| Strategies Wealth Advisors, LLC | 9.26% | Add +2.3% | 1,103,996 | $69.2M |
| Private Advisor Group, LLC | 0.41% | Add +4.9% | 1,053,132 | $66.0M |
| Seven Springs Wealth Group, LLC | 22.69% | Reduce -8.4% | 972,233 | $60.9M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +2.5% | 965,539 | $60.5M |
| Baird Financial Group, Inc. | 0.12% | Reduce -1.2% | 957,396 | $60.0M |
| Sanctuary Advisors, LLC | 0.37% | Add +12.7% | 903,220 | $58.0M |
| First Business Financial Services, Inc. | 5.64% | Add +1.2% | 898,495 | $56.3M |
| Bogart Wealth, LLC | 2.51% | Add +1.3% | 846,354 | $53.1M |
| Madison Wealth Partners, Inc | 15.67% | Add +5.2% | 844,149 | $52.9M |
| TD Private Client Wealth LLC | 1.47% | Add +13.2% | 815,623 | $51.1M |
| Correct Capital Wealth Management | 10.79% | Add +0.9% | 777,774 | $48.8M |
| Conservest Capital Advisors, Inc. | 4.76% | Add +21.4% | 799,973 | $46.4M |
| Captrust Financial Advisors | 0.13% | Reduce -0.7% | 716,937 | $44.9M |
| Confluence Wealth Services, Inc. | 3.22% | Add +5.4% | 703,251 | $44.1M |
| Sigma Planning Corp | 1.25% | Reduce -14.0% | 649,549 | $40.7M |
| Nan Shan Life Insurance Co., Ltd. | 0.95% | New | 641,300 | $40.2M |
| Steward Partners Investment Advisory, LLC | 0.36% | Reduce -1.6% | 624,597 | $39.2M |
| Vestmark Advisory Solutions, Inc. | 1.44% | Reduce -1.8% | 615,604 | $38.6M |
| Comerica Bank | 0.15% | Add +2.3% | 598,702 | $37.5M |
| O'Dell Group, LLC | 8.25% | Add +4.3% | 593,379 | $37.2M |
| Etfidea, LLC | 11.48% | Add +0.7% | 578,709 | $36.3M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Add +113.3% | 577,722 | $36.2M |
| D'Orazio & Associates, Inc. | 5.14% | Reduce -6.4% | 576,009 | $36.1M |
| Oppenheimer & Co. Inc. | 0.54% | Add +5.9% | 565,087 | $35.4M |
| Legacy Financial Strategies, LLC | 7.41% | Add +4.3% | 535,925 | $33.6M |
| Silver Coast Investments LLC | 12.26% | Add +0.7% | 531,137 | $33.3M |
| Ritter Daniher Financial Advisory LLC / DE | 9.67% | Add +0.1% | 530,900 | $33.3M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -8.4% | 518,640 | $32.5M |
| Vaughan David Investments LLC | 0.75% | Add +0.7% | 518,468 | $32.5M |
| Focus Partners Wealth | 0.10% | Add +86.1% | 514,777 | $32.3M |
| Auto-Owners Insurance Co | 0.79% | No change | 514,500 | $32.3M |
| NewEdge Advisors, LLC | 0.21% | Reduce -1.1% | 513,089 | $32.2M |
| Wolff Financial Management LLC | 8.69% | Add +3.5% | 510,387 | $32.0M |
| J.W. Cole Advisors, Inc. | 1.33% | Add +6.8% | 506,436 | $31.7M |
| Janney Montgomery Scott LLC | 0.09% | Add +3.5% | 496,471 | $31.1M |
| XML Financial, LLC | 2.74% | Add +4.7% | 471,027 | $29.5M |
| Atria Wealth Solutions, Inc. | 0.31% | Add +4.6% | 454,501 | $28.5M |
| Gimbal Financial | 17.28% | Add +24.9% | 423,000 | $26.6M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -5.5% | 419,874 | $26.3M |
| Altus Wealth Management, LLC | 12.14% | Reduce -0.6% | 412,736 | $25.9M |
| Fifth Third Securities, Inc. | 2.40% | Reduce -1.1% | 404,553 | $25.4M |
| Provident Wealth Management, LLC | 8.33% | Add +3.8% | 389,566 | $24.4M |
| Compass Ion Advisors, LLC | 2.97% | Add +5.3% | 387,755 | $24.3M |
| Stratos Wealth Partners, LTD. | 0.35% | Add +1.4% | 379,839 | $23.8M |
| Dagco, Inc. | 9.74% | Reduce -0.0% | 378,462 | $23.7M |
| Atria Investments, Inc | 0.29% | Reduce -5.3% | 374,400 | $23.5M |
| Summit Investment Advisory Services, LLC | 12.43% | New | 373,780 | $23.4M |
| Sweeney & Michel, LLC | 8.63% | Reduce -3.4% | 342,909 | $21.9M |
| Consilio Wealth Advisors, LLC | 8.90% | Add +0.9% | 344,320 | $21.6M |
| Capital Planning LLC | 6.05% | Add +0.4% | 344,302 | $21.6M |
| Regions Financial Corp. | 0.15% | Add +2.4% | 339,790 | $21.3M |
| Sterling Manor Financial, LLC | 13.98% | Reduce -7.6% | 329,165 | $20.6M |
| Vicus Capital | 1.82% | Add +1.7% | 328,933 | $20.6M |
| Alliance Wealth Advisors, LLC | 11.83% | Add +3.4% | 327,735 | $20.5M |
| Robertson Stephens Wealth Management, LLC | 0.75% | Add +963.1% | 326,692 | $20.5M |
| Meridian Financial Partners LLC | 10.23% | Add +3.1% | 322,836 | $20.2M |
| Equitable Holdings, Inc. | 0.19% | Add +4.0% | 317,162 | $19.9M |
| TBH Global Asset Management, LLC | 4.27% | Reduce -18.6% | 311,940 | $19.6M |
| Wealth Group Ltd | 5.66% | Add +2.8% | 310,140 | $19.4M |
| Avantax Advisory Services, Inc. | 0.13% | Reduce -24.3% | 310,032 | $19.4M |
| LGL Partners, LLC | 2.72% | Add +2.1% | 309,297 | $19.4M |
| WealthPLAN Partners, LLC | 2.60% | Reduce -35.7% | 308,779 | $19.4M |
| Choreo, LLC | 0.28% | Add +3.3% | 306,126 | $19.1M |
| Allegheny Financial Group | 4.71% | Reduce -0.2% | 304,259 | $19.1M |
| FFT Wealth Management LLC | 1.42% | Add +8.5% | 299,698 | $18.8M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4.67% | Add +1.1% | 298,478 | $18.7M |
| 9258 Wealth Management, LLC | 2.74% | Reduce -1.0% | 295,216 | $18.5M |
| Park Avenue Securities LLC | 0.20% | Add +71.9% | 284,334 | $17.8M |
| KOM Wealth Management Group, LLC | 14.32% | Add +3.1% | 274,039 | $17.2M |
| JGP Wealth Management, LLC | 2.20% | Add +2.7% | 273,106 | $17.1M |
| Capital Advisors, Ltd. LLC | 2.12% | Add +0.9% | 272,044 | $17.1M |
| WealthPlan Investment Management, LLC | 1.71% | Add +172.4% | 269,628 | $16.9M |
| Atlas Private Wealth Advisors | 2.45% | Add +6.0% | 269,510 | $16.9M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -3.4% | 269,358 | $16.8M |
| Custos Family Office, LLC | 6.08% | Add +6.8% | 267,810 | $16.8M |
| Well Done, LLC | 2.99% | Add +22.1% | 261,000 | $16.4M |
| W1M Asset Management Ltd | 1.30% | Reduce -0.1% | 260,961 | $16.4M |
| Morton Community Bank | 4.27% | Add +0.4% | 260,571 | $16.3M |
| MAI Capital Management | 0.16% | Add +0.4% | 258,766 | $16.2M |
| Stratos Wealth Advisors, LLC | 0.74% | Reduce -2.0% | 258,235 | $16.2M |
| DAVENPORT & Co LLC | 0.09% | Add +7.8% | 257,212 | $16.1M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.10% | Reduce -7.8% | 256,800 | $16.1M |
| Eagle Strategies LLC | 2.91% | Add +3.4% | 256,734 | $16.1M |
| Rooted Wealth Advisors, Inc. | 7.05% | Add +78.2% | 253,992 | $15.8M |
| Concord Wealth Partners | 2.62% | Reduce -13.3% | 250,358 | $15.7M |
| Flagstar Securities, Inc. | 3.97% | Add +0.5% | 249,902 | $15.7M |
| Crumly & Associates Inc. | 4.20% | Reduce -11.1% | 242,396 | $15.2M |
| Scott Capital Advisors, LLC | 4.30% | Add +3.7% | 242,062 | $15.2M |
| Savant Capital, LLC | 0.12% | Reduce -29.6% | 239,813 | $15.0M |
| Regent Peak Wealth Advisors LLC | 3.43% | Add +7.7% | 238,390 | $14.9M |
| Mutual Advisors, LLC | 0.43% | Add +2.4% | 234,178 | $14.7M |
| Dynamic Advisor Solutions LLC | 0.44% | Reduce -14.1% | 234,906 | $14.7M |
| PFS Partners, LLC | 8.34% | Reduce -1.1% | 231,115 | $14.5M |
| Smith Chas P & Associates Pa Cpas | 0.82% | Reduce -4.6% | 231,083 | $14.5M |
| HB Wealth Management, LLC | 0.16% | Reduce -5.2% | 230,433 | $14.4M |
| Ridgecrest Wealth Partners, LLC | 7.47% | Reduce -3.3% | 228,503 | $14.3M |
| Capital Analysts, LLC | 0.57% | Reduce -5.5% | 224,078 | $14.0M |
| &partners | 0.27% | Add +13.5% | 223,006 | $13.9M |
| Colonial Trust Advisors | 1.20% | Add +7.0% | 221,646 | $13.9M |
| Jackson Wealth Management, LLC | 1.61% | Add +61.3% | 214,590 | $13.5M |
| WealthShield Partners, LLC | 1.80% | Add +28.4% | 212,304 | $13.3M |
| Tandem Wealth Advisors LLC | 6.71% | Add +10.6% | 211,311 | $13.2M |
| Integrated Wealth Concepts LLC | 0.16% | Add +8.8% | 210,023 | $13.2M |
| Powers Advisory Group, LLC | 6.43% | Add +8.2% | 205,572 | $12.9M |
| IFS Advisors, LLC | 10.13% | Reduce -1.2% | 204,104 | $12.8M |
| Philip James Wealth Mangement, LLC | 1.60% | Add +2.6% | 201,588 | $12.6M |
| Gallagher Fiduciary Advisors, LLC | 2.55% | Reduce -12.4% | 200,641 | $12.6M |
| Eq LLC | 6.27% | Add +88.3% | 199,719 | $12.5M |
| Concord Asset Management, LLC | 2.81% | Reduce -13.8% | 198,535 | $12.4M |
| Legacy Financial Advisors, Inc. | 2.09% | Reduce -0.9% | 198,236 | $12.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.88% | Add +20.8% | 196,631 | $12.3M |
| Cypress Financial Planning LLC | 4.55% | Reduce -4.8% | 196,335 | $12.3M |
| Apexium Financial, LP | 0.81% | Reduce -0.3% | 196,144 | $12.3M |
| Journey Advisory Group, LLC | 1.46% | Reduce -1.6% | 211,229 | $12.2M |
| Alternative Investment Advisors, LLC. | 6.38% | Add +0.5% | 193,449 | $12.1M |
| Thoroughbred Financial Services, LLC | 0.77% | Add +1.3% | 189,201 | $11.9M |
| Kestra Private Wealth Services, LLC | 0.22% | Add +112.7% | 189,197 | $11.9M |
| Creative Planning | 0.01% | Add +3.1% | 188,637 | $11.8M |
| PSI Advisors, LLC | 3.45% | Reduce -4.0% | 187,957 | $11.8M |
| Zacks Investment Management | 0.10% | Add +4.8% | 187,245 | $11.7M |
| Waverly Advisors, LLC | 0.22% | Add +2.1% | 186,470 | $11.7M |
| Beaumont Financial Advisors, LLC | 0.91% | Add +0.3% | 184,929 | $11.6M |
| Corient Private Wealth LP | 0.02% | Reduce -0.7% | 184,515 | $11.6M |
| Assetmark, Inc. | 0.03% | Reduce -31.4% | 184,141 | $11.5M |
| Meridian Wealth Management, LLC | 0.57% | Add +12.4% | 183,238 | $11.5M |
| SOA Wealth Advisors, LLC. | 2.18% | Reduce -7.1% | 182,525 | $11.4M |
| Princeton Global Asset Management LLC | 2.22% | Add +4.0% | 182,181 | $11.4M |
| Verus Capital Partners, LLC | 1.11% | Add +2.8% | 181,543 | $11.4M |
| Strategic Wealth Partners, Ltd. | 1.09% | Reduce -80.4% | 181,523 | $11.4M |
| Objectivity Squared, LLC | 7.91% | Add +3.2% | 182,919 | $11.4M |
| Brass Tax Wealth Management, Inc. | 2.42% | Reduce -1.8% | 180,093 | $11.3M |
| EverSource Wealth Advisors, LLC | 0.71% | Add +8.0% | 179,671 | $11.3M |
| FC Advisory LLC | 3.77% | Add +1.3% | 178,853 | $11.2M |
| Argent Advisors, Inc. | 4.12% | Reduce -1.9% | 177,053 | $11.1M |
| Allworth Financial LP | 0.07% | Add +3.0% | 176,951 | $11.1M |
| KPP Advisory Services LLC | 2.64% | Reduce -15.8% | 175,198 | $11.0M |
| Sound View Wealth Advisors Group, LLC | 0.89% | Add +9.9% | 174,283 | $10.9M |
| First Horizon Advisors, Inc. | 0.30% | Add +0.6% | 174,281 | $10.9M |
| Capital Investment Advisory Services, LLC | 1.03% | Add +0.1% | 173,360 | $10.9M |
| Litman Gregory Wealth Management LLC | 0.91% | Add +24.2% | 173,356 | $10.9M |
| Natixis Advisors, LLC | 0.02% | Add +22.2% | 170,118 | $10.7M |
| Perritt Capital Management Inc | 5.42% | Reduce -0.4% | 168,148 | $10.5M |
| Modus Advisors, LLC | 3.45% | Reduce -0.1% | 167,394 | $10.5M |
| DDFG, Inc | 2.98% | Reduce -10.4% | 166,491 | $10.4M |
| Cornerstone Wealth Management, LLC | 0.72% | Reduce -3.3% | 162,790 | $10.2M |
| Forte Asset Management LLC | 5.41% | Reduce -3.7% | 161,733 | $10.1M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -3.2% | 161,233 | $10.1M |
| Freedom Investment Management, Inc. | 0.80% | Reduce -8.7% | 160,684 | $10.1M |
| 4J Wealth Management LLC | 7.73% | Add +0.4% | 159,265 | $10.0M |
| National Bank of Canada | 0.01% | Add +5.5% | 158,970 | $10.0M |
| Premier Path Wealth Partners, LLC | 1.57% | Add +0.4% | 158,749 | $10.0M |
| Accel Wealth Management | 3.69% | Add +0.7% | 158,117 | $9.9M |
| Patriot Financial Group Insurance Agency, LLC | 1.32% | Add +18.4% | 156,879 | $9.8M |
| Knightsbridge Asset Management, LLC | 2.22% | Add +1.7% | 155,815 | $9.8M |
| Prospera Financial Services Inc | 0.24% | Add +0.9% | 152,557 | $9.6M |
| Monterey Private Wealth, Inc. | 3.24% | Reduce -2.7% | 151,681 | $9.5M |
| Shepherd Financial Partners LLC | 1.13% | Reduce -2.1% | 149,969 | $9.4M |
| Cresset Asset Management, LLC | 0.04% | Reduce -1.0% | 149,234 | $9.4M |
| Colonial Trust Co / SC | 1.42% | Add +8.0% | 146,618 | $9.2M |
| Davidson Investment Advisors | 0.44% | Add +79.1% | 145,670 | $9.1M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -44.6% | 144,783 | $9.1M |
| Foundations Investment Advisors, LLC | 0.19% | Add +3.7% | 144,230 | $9.0M |
| Gladstone Institutional Advisory LLC | 0.43% | Reduce -3.0% | 141,997 | $8.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +17.3% | 142,400 | $8.9M |
| Essex Financial Services, Inc. | 0.63% | Reduce -11.3% | 138,881 | $8.8M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -7.2% | 140,002 | $8.8M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -7.2% | 140,002 | $8.8M |
| Kingsview Wealth Management, LLC | 0.18% | Add +37.9% | 139,022 | $8.7M |
| Citigroup Inc. | 0.01% | Reduce -15.7% | 137,902 | $8.6M |
| Baker Avenue Asset Management, LP | 0.27% | Add +6.9% | 137,624 | $8.6M |
| BBR Partners, LLC | 0.66% | Add +0.1% | 137,579 | $8.6M |
| Arkadios Wealth Advisors | 0.48% | Add +3.2% | 134,285 | $8.4M |
| Asset Dedication, LLC | 0.57% | Reduce -3.1% | 134,265 | $8.4M |
| Thrive Capital Management, LLC | 3.96% | Reduce -15.5% | 134,116 | $8.4M |
| Matisse Capital | 4.04% | Add +1.0% | 132,387 | $8.3M |
| TriaGen Wealth Management LLC | 2.78% | Add +4.6% | 132,318 | $8.3M |
| Global Retirement Partners, LLC | 0.25% | Add +24.3% | 131,283 | $8.2M |
| FourThought Financial Partners, LLC | 0.96% | Reduce -7.5% | 128,985 | $8.1M |
| Physician Wealth Advisors, Inc. | 1.45% | Reduce -1.2% | 126,330 | $8.0M |
| Mill Creek Capital Advisors, LLC | 0.18% | Reduce -13.3% | 121,854 | $7.6M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Add +0.0% | 121,145 | $7.6M |
| Avidian Wealth Enterprises, LLC | 0.34% | Add +1.4% | 120,420 | $7.5M |
| Royal Fund Management, LLC | 0.52% | Add +11.1% | 117,073 | $7.4M |
| Arkos Global Advisors | 1.06% | Add +4.4% | 117,002 | $7.3M |
| D.A. Davidson & Co. | 0.06% | Reduce -9.5% | 116,534 | $7.3M |
| Ieq Capital, LLC | 0.09% | Reduce -0.2% | 116,527 | $7.3M |
| Eastern Bank | 0.13% | Reduce -0.8% | 116,435 | $7.3M |
| AE Wealth Management LLC | 0.07% | Add +5.4% | 116,335 | $7.3M |
| Merit Financial Group, LLC | 0.16% | Add +17.7% | 114,854 | $7.2M |
| Lineweaver Wealth Advisors, LLC | 1.36% | Reduce -1.6% | 114,218 | $7.2M |
| Capital Investment Counsel, LLC | 1.24% | Add +3.6% | 113,870 | $7.1M |
| Yarger Wealth Strategies, LLC | 3.92% | Add +1.0% | 113,113 | $7.1M |
| Meridian Financial Advisors, LLC | 4.73% | Add +4.0% | 112,951 | $7.1M |
| Houlihan Financial Resource Group, Ltd. | 2.91% | Add +0.1% | 112,252 | $7.0M |
| TD Waterhouse Canada Inc. | 0.06% | Add +19.6% | 112,733 | $7.0M |
| Aprio Wealth Management, LLC | 1.12% | Add +1.8% | 111,748 | $7.0M |
| Integrated Advisors Network LLC | 0.33% | Reduce -31.4% | 110,714 | $6.9M |
| TrinityPoint Wealth, LLC | 0.99% | Add +0.1% | 110,399 | $6.9M |
| Stratos Investment Management, LLC | 0.48% | Add +79.7% | 109,406 | $6.9M |
| Autumn Glory Partners, LLC | 2.60% | Reduce -0.7% | 107,893 | $6.8M |
| Connecticut Wealth Management, LLC | 0.33% | Reduce -2.9% | 107,775 | $6.8M |
| Prudential Financial Inc. | 0.01% | Add +71.8% | 107,704 | $6.8M |
| Mgo One Seven LLC | 0.29% | Reduce -3.4% | 106,196 | $6.7M |
| Graypoint LLC | 0.43% | Reduce -3.8% | 105,917 | $6.6M |
| Advisory Services Network, LLC | 0.14% | No change | 114,373 | $6.6M |
| Family Asset Management, LLC | 3.95% | Add +37.9% | 104,752 | $6.6M |
| Principal Securities, Inc. | 0.16% | Reduce -4.7% | 104,668 | $6.6M |
| First National Corp. /Ma/ | 1.42% | Reduce -5.1% | 101,889 | $6.4M |
| Gunma Bank,Ltd. | 2.55% | New | 99,000 | $6.2M |
| HF Advisory Group, LLC | 2.87% | Add +1.7% | 98,569 | $6.2M |
| Stonebridge Financial Planning Group, LLC | 2.94% | Add +1.2% | 98,541 | $6.2M |
| Buck Wealth Strategies, LLC | 1.94% | Reduce -4.9% | 98,493 | $6.2M |
| Strategic Equity Management | 2.89% | New | 97,196 | $6.1M |
| Prosperity Consulting Group, LLC | 0.47% | New | 96,425 | $6.0M |
| Concourse Financial Group Securities, Inc. | 0.36% | Add +207.5% | 95,366 | $6.0M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -2.4% | 95,152 | $6.0M |
| Wela Strategies, Inc. | 2.60% | Reduce -6.1% | 95,101 | $6.0M |
| Glen Eagle Advisors, LLC | 1.00% | Reduce -0.7% | 94,968 | $6.0M |
| Towercrest Capital Management | 0.95% | Add +0.7% | 94,222 | $5.9M |
| Integrated Investment Consultants, LLC | 1.28% | No change | 93,865 | $5.9M |
| Stephens Inc. | 0.08% | Add +3.6% | 93,689 | $5.9M |
| Quad-Cities Investment Group, LLC | 2.92% | Add +2.8% | 92,542 | $5.8M |
| Aspire Wealth Management Corp | 3.12% | Reduce -1.0% | 92,470 | $5.8M |
| Hubbell Strickland Wealth Management, LLC | 2.70% | Reduce -0.0% | 92,029 | $5.8M |
| Csenge Advisory Group | 0.30% | Reduce -0.5% | 91,139 | $5.8M |
| Professional Financial Advisors, LLC | 1.49% | Add +0.9% | 91,852 | $5.8M |
| Hilltop Holdings Inc. | 0.37% | Add +86.9% | 91,275 | $5.7M |
| US Bancorp \de | 0.01% | Add +3.3% | 90,657 | $5.7M |
| Parsons Capital Management Inc. | 0.36% | Add +12.7% | 90,109 | $5.6M |
| NewEdge Wealth, LLC | 0.10% | Add +6.7% | 89,724 | $5.6M |
| Talisman Wealth Advisors LLC | 5.90% | Add +1.3% | 89,741 | $5.6M |
| Alhambra Investment Management LLC | 2.88% | Reduce -2.0% | 88,636 | $5.6M |
| Johnson & White Wealth Management, LLC | 4.71% | Add +3.7% | 87,304 | $5.5M |
| Raymond James Trust N.A. | 0.12% | Reduce -3.3% | 86,521 | $5.4M |
| Smith, Moore & Co. | 0.52% | Add +5.7% | 86,440 | $5.4M |
| Redhawk Wealth Advisors, Inc. | 0.77% | Reduce -8.3% | 86,149 | $5.4M |
| AtlasMark Financial, Inc | 5.01% | — | 85,946 | $5.4M |
| Absolute Capital Management, LLC | 3.13% | New | 84,140 | $5.3M |
| Stephens Consulting, LLC | 1.34% | Add +1483.3% | 83,299 | $5.2M |
| Visionary Wealth Advisors | 0.32% | Reduce -0.7% | 83,276 | $5.2M |
| Valmark Advisers, Inc. | 0.08% | Add +23.7% | 83,121 | $5.2M |
| WBH Advisory Inc. | 0.49% | Add +111.9% | 82,962 | $5.2M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -1.5% | 82,704 | $5.2M |
| Pacific Financial Group Inc. | 3.78% | Reduce -14.9% | 82,172 | $5.2M |
| Prism Advisors, Inc. | 1.45% | Reduce -48.2% | 81,125 | $5.1M |
| Sunbelt Securities, Inc. | 0.50% | Add +2.0% | 80,918 | $5.1M |
| Cascade Financial Partners, LLC | 0.63% | Add +0.5% | 78,822 | $5.0M |
| ORG Partners LLC | 0.80% | Reduce -18.6% | 79,278 | $5.0M |
| Northern Trust Corp. | 0.00% | Add +31.6% | 78,874 | $4.9M |
| Arete Wealth Advisors, LLC | 0.42% | Add +24.1% | 78,600 | $4.9M |
| Hoese & Co LLP | 4.10% | Reduce -0.8% | 78,023 | $4.9M |
| IHT Wealth Management, LLC | 0.14% | Add +69.7% | 78,016 | $4.9M |
| Cerity Partners LLC | 0.01% | Add +46.2% | 76,616 | $4.8M |
| Central Pacific Bank - Trust Division | 0.63% | Reduce -24.8% | 76,616 | $4.8M |
| Gotham Asset Management | 0.05% | Add +29.9% | 75,039 | $4.7M |
| Founders Financial Securities LLC | 0.43% | Reduce -25.3% | 74,371 | $4.7M |
| Cornell Pochily Investment Advisors, Inc. | 1.61% | Add +7.7% | 73,962 | $4.6M |
| Level Four Advisory Services, LLC | 0.20% | Add +0.7% | 74,840 | $4.6M |
| Red Tortoise LLC | 2.32% | Add +0.7% | 73,406 | $4.6M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +10.6% | 73,391 | $4.6M |
| Fermata Advisors, LLC | 0.92% | Reduce -0.8% | 72,389 | $4.5M |
| Tranquility Partners, LLC | 1.62% | Reduce -1.2% | 71,091 | $4.5M |
| Beam Wealth Advisors, Inc. | 1.35% | Add +3.1% | 70,981 | $4.4M |
| Forbes Financial Planning, Inc. | 3.19% | Add +2.4% | 70,556 | $4.4M |
| Family Legacy, Inc. | 1.45% | Reduce -3.4% | 69,699 | $4.4M |
| Marino, Stram & Associates LLC | 0.97% | Reduce -0.3% | 69,458 | $4.4M |
| Herold Advisors, Inc. | 0.94% | Add +0.1% | 68,686 | $4.3M |
| Beacon Bridge Wealth Partners, LLC | 1.83% | Add +15.9% | 67,842 | $4.3M |
| Cwm, LLC | 0.02% | Reduce -93.8% | 67,590 | $4.2M |
| LexAurum Advisors, LLC | 0.92% | Add +1.9% | 66,352 | $4.2M |
| Kowal Investment Group, LLC | 0.75% | Add +7.2% | 65,415 | $4.1M |
| Blair William & Co. | 0.01% | Add +9.8% | 63,109 | $4.0M |
| 180 Wealth Advisors, LLC | 0.61% | Reduce -10.2% | 61,863 | $3.9M |
| Marshall Financial Group, LLC | 0.92% | Reduce -0.4% | 61,306 | $3.8M |
| Smith Thornton Advisors LLC | 2.49% | Reduce -0.1% | 60,453 | $3.8M |
| Financial Advocates Investment Management | 0.21% | Add +1.4% | 58,730 | $3.7M |
| Kohmann Bosshard Financial Services, LLC | 0.45% | No change | 58,030 | $3.6M |
| Harbour Investments, Inc. | 0.11% | Add +1.8% | 57,692 | $3.6M |
| Pinnacle Associates Ltd. | 0.06% | Reduce -8.6% | 66,272 | $3.6M |
| GAMMA Investing LLC | 0.35% | Add +8.2% | 56,290 | $3.5M |
| Lantern Wealth Advisors, LLC | 2.44% | Add +0.4% | 56,229 | $3.5M |
| Renaissance Technologies | 0.01% | Add +131.7% | 55,600 | $3.5M |
| Elevation Point Wealth Partners, LLC | 0.33% | Add +2.7% | 55,162 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +63.3% | 55,063 | $3.5M |
| Measured Wealth Private Client Group, LLC | 1.15% | Reduce -1.8% | 54,783 | $3.4M |
| Keystone Financial Group | 0.44% | New | 54,584 | $3.4M |
| Twelve Points Wealth Management LLC | 1.07% | Reduce -1.3% | 54,161 | $3.4M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +3.0% | 53,951 | $3.4M |
| MBE Wealth Management, LLC | 1.86% | Reduce -8.0% | 53,800 | $3.4M |
| Sheets Smith Wealth Management | 0.41% | Reduce -18.9% | 53,758 | $3.4M |
| Guidance Point Advisors, LLC | 1.02% | Reduce -2.3% | 53,407 | $3.3M |
| Forza Wealth Management, LLC | 1.49% | Reduce -0.4% | 51,953 | $3.3M |
| Howe & Rusling Inc. | 0.28% | Reduce -3.3% | 51,852 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.8% | 50,835 | $3.2M |
| Financial Perspectives, Inc | 1.10% | Add +6.3% | 50,414 | $3.2M |
| Weaver Consulting Group | 1.00% | No change | 50,255 | $3.2M |
| IFP Advisors, Inc | 0.11% | Reduce -2.4% | 49,993 | $3.1M |
| Brown Advisory Inc. | 0.00% | Add +23.4% | 48,568 | $3.0M |
| Kingswood Wealth Advisors, LLC | 0.22% | Add +92.8% | 48,286 | $3.0M |
| Flagship Harbor Advisors, LLC | 0.16% | Add +3.6% | 47,701 | $3.0M |
| GTS Securities LLC | 0.06% | New | 47,540 | $3.0M |
| Rosenblum Silverman Sutton S F Inc. | 0.76% | Reduce -5.0% | 47,517 | $3.0M |
| Synovus Financial Corp. | 0.03% | Add +16.3% | 47,490 | $3.0M |
| StoneX Group Inc. | 0.21% | Add +7.0% | 46,375 | $2.9M |
| Fernwood Investment Management, LLC | 0.95% | Reduce -53.7% | 46,257 | $2.9M |
| Good Life Advisors, LLC | 0.18% | Add +243.6% | 46,094 | $2.9M |
| Independent Financial Group, LLC | 0.11% | Add +2.5% | 45,811 | $2.9M |
| Crewe Advisors LLC | 0.33% | Add +0.3% | 45,492 | $2.9M |
| RFG Advisory, LLC | 0.09% | Reduce -3.6% | 45,440 | $2.8M |
| First Foundation Advisors | 0.11% | Add +33.8% | 45,069 | $2.8M |
| Samalin Investment Counsel, LLC | 1.23% | Reduce -0.4% | 44,993 | $2.8M |
| Harbor Investment Advisory, LLC | 0.28% | Add +1.5% | 44,788 | $2.8M |
| Guidance Capital, Inc. | 0.87% | Reduce -2.6% | 43,723 | $2.8M |
| Oak Asset Management, LLC | 0.99% | Add +0.2% | 44,492 | $2.8M |
| HBW Advisory Services LLC | 0.40% | Reduce -2.5% | 43,871 | $2.8M |
| TD Capital Management LLC | 0.28% | Reduce -5.1% | 43,851 | $2.7M |
| Cambridge Financial Group, LLC | 1.14% | Reduce -2.6% | 43,711 | $2.7M |
| Hazlett, Burt & Watson, Inc. | 1.25% | Reduce -4.2% | 43,387 | $2.7M |
| Moneywise, Inc. | 1.34% | New | 43,303 | $2.7M |
| FSC Wealth Advisors, LLC | 1.94% | New | 43,173 | $2.7M |
| WCG Wealth Advisors LLC | 0.18% | Add +6.3% | 42,858 | $2.7M |
| Townsquare Capital LLC | 0.03% | Reduce -6.3% | 42,753 | $2.7M |
| Goldstone Financial Group, LLC | 0.46% | Add +19.8% | 42,627 | $2.7M |
| Echo Wealth Management, LLC | 1.84% | Reduce -5.1% | 41,766 | $2.6M |
| Creative Financial Designs Inc. | 0.22% | Add +0.3% | 41,891 | $2.6M |
| EPG Wealth Management LLC | 0.65% | Add +0.0% | 41,239 | $2.6M |
| Benjamin Edwards Inc. | 0.04% | Add +15638.3% | 41,077 | $2.6M |
| Claro Advisors Inc. | 0.33% | Add +101.6% | 40,792 | $2.6M |
| Leo Wealth, LLC | 0.23% | Add +0.1% | 40,598 | $2.5M |
| KCM Investment Advisors LLC | 0.09% | Reduce -5.9% | 40,438 | $2.5M |
| Axxcess Wealth Management, LLC | 0.06% | Add +9.6% | 40,414 | $2.5M |
| Invst, LLC | 0.31% | Add +41.2% | 40,396 | $2.5M |
| Spirepoint Private Client, LLC | 0.33% | Add +1.4% | 40,284 | $2.5M |
| Maiden Cove Capital, LLC | 3.93% | Add +3.3% | 40,170 | $2.5M |
| 360 Financial, Inc. | 0.93% | Add +2.7% | 40,024 | $2.5M |
| Western Wealth Management, LLC | 0.14% | Reduce -2.3% | 40,020 | $2.5M |
| Old Mission Investment Co LLC | 0.77% | Reduce -2.0% | 40,017 | $2.5M |
| Verdence Capital Advisors LLC | 0.20% | Add +8.2% | 39,679 | $2.5M |
| Westfuller Advisors, LLC | 1.78% | — | 39,535 | $2.5M |
| Tranquilli Financial Advisor LLC | 1.55% | Add +109.5% | 39,465 | $2.5M |
| Brio Consultants, LLC | 0.39% | Add +10.3% | 39,332 | $2.5M |
| Insight Advisors, LLC/ PA | 0.42% | Reduce -6.9% | 38,696 | $2.4M |
| Larson Financial Group LLC | 0.14% | Reduce -3.0% | 38,029 | $2.4M |
| Financial Insights, Inc. | 0.77% | Reduce -7.5% | 37,952 | $2.4M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -4.0% | 37,745 | $2.4M |
| Mitchell McLeod Pugh & Williams Inc. | 0.49% | Reduce -2.5% | 37,645 | $2.4M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.51% | No change | 37,275 | $2.3M |
| Gallacher Capital Management LLC | 1.07% | Reduce -1.7% | 37,170 | $2.3M |
| World Investment Advisors | 0.07% | Add +45.8% | 37,058 | $2.3M |
| Islay Capital Management, LLC | 1.55% | No change | 36,675 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | New | 36,452 | $2.3M |
| ShoreHaven Wealth Partners, LLC | 1.10% | Add +37.9% | 36,340 | $2.3M |
| Accurate Wealth Management, LLC | 0.46% | Add +20.1% | 35,893 | $2.3M |
| GSG Advisors LLC | 0.74% | Add +0.5% | 35,815 | $2.2M |
| Sowa Financial Group, Inc. | 1.41% | Reduce -15.4% | 35,553 | $2.2M |
| Southland Equity Partners LLC | 0.54% | Reduce -0.4% | 35,330 | $2.2M |
| Bailard, Inc. | 0.06% | Add +2.8% | 35,130 | $2.2M |
| Harbor Advisory Corp. | 0.71% | Reduce -9.0% | 34,660 | $2.2M |
| Sterling Investment Counsel, LLC | 0.77% | Reduce -5.1% | 34,635 | $2.2M |
| Beacon Financial Advisory LLC | 0.74% | Add +11.3% | 34,563 | $2.2M |
| Tudor Investment Corporation | 0.02% | Add +156.3% | 34,291 | $2.1M |
| Horizon Investment Services, LLC | 0.91% | Reduce -0.1% | 33,863 | $2.1M |
| Sound Stewardship, LLC | 1.18% | Reduce -0.5% | 33,566 | $2.1M |
| Vanguard Group Inc. | 0.00% | Add +0.7% | 33,250 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | New | 33,134 | $2.1M |
| Cibc World Market Inc. | 0.00% | Add +349.4% | 32,841 | $2.1M |
| Tennessee Valley Asset Management Partners | 0.34% | Add +0.4% | 32,702 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -9.1% | 32,545 | $2.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.17% | Reduce -0.0% | 32,303 | $2.0M |
| Wealthspire Advisors, LLC | 0.02% | Add +0.1% | 32,261 | $2.0M |
| CoreCap Advisors, LLC | 0.10% | Reduce -2.7% | 32,189 | $2.0M |
| Curated Wealth Partners LLC | 0.26% | No change | 31,920 | $2.0M |
| Advisory Alpha, LLC | 0.07% | Add +0.1% | 31,711 | $2.0M |
| Bank of Montreal | 0.00% | Add +17.5% | 31,832 | $2.0M |
| Scotia Capital Inc. | 0.01% | Reduce -0.2% | 31,606 | $2.0M |
| Ameritas Advisory Services, LLC | 0.09% | Reduce -44.3% | 31,585 | $2.0M |
| Objective Capital Management, LLC | 1.15% | — | 31,219 | $2.0M |
| OMNI 360 Wealth, Inc. | 1.32% | Add +18.6% | 30,757 | $1.9M |
| Gries Financial LLC | 0.36% | Add +135.3% | 30,506 | $1.9M |
| Williams & Novak, LLC | 1.77% | Reduce -2.1% | 30,332 | $1.9M |
| John W. Brooker & Co., CPAs | 0.86% | Add +5.1% | 30,049 | $1.9M |
| Centurion Wealth Management LLC | 0.60% | — | 30,047 | $1.9M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Add +19.5% | 30,019 | $1.9M |
| Perennial Investment Advisors, LLC | 0.24% | Add +2.1% | 29,918 | $1.9M |
| Rodgers & Associates, LTD | 0.22% | Reduce -6.3% | 29,875 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +3.0% | 29,822 | $1.9M |
| Chicago Partners Investment Group LLC | 0.07% | Add +1.3% | 29,590 | $1.9M |
| Endowment Wealth Management, Inc. | 1.22% | Add +9.2% | 29,696 | $1.9M |
| Prepared Retirement Institute LLC | 1.12% | Add +0.5% | 29,583 | $1.9M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Reduce -1.6% | 29,354 | $1.8M |
| Citadel Advisors | 0.00% | Add +85.5% | 29,025 | $1.8M |
| Stokes Family Office, LLC | 0.20% | Reduce -0.2% | 28,797 | $1.8M |
| Northside Capital Management, LLC | 0.28% | No change | 28,701 | $1.8M |
| Compound Planning, Inc. | 0.11% | Add +2.3% | 28,633 | $1.8M |
| Merkkuri Wealth Advisors LLC | 1.40% | Add +4.2% | 28,357 | $1.8M |
| Certified Advisory Corp | 0.20% | Reduce -1.9% | 28,123 | $1.8M |
| Lake Street Advisors Group, LLC | 0.08% | No change | 27,791 | $1.7M |
| Haverford Trust Co | 0.02% | Reduce -5.3% | 27,532 | $1.7M |
| MidAtlantic Capital Management, Inc. | 1.26% | Add +16.5% | 27,427 | $1.7M |
| USAdvisors Wealth Management, LLC | 0.60% | Reduce -1.4% | 27,485 | $1.7M |
| Drive Wealth Management, LLC | 0.45% | Add +5.0% | 27,339 | $1.7M |
| Beckerman Institutional, LLC | 1.43% | — | 27,095 | $1.7M |
| Mendel Money Management | 0.73% | Add +2.2% | 27,018 | $1.7M |
| Keudell/Morrison Wealth Management | 0.46% | No change | 27,014 | $1.7M |
| Parallel Advisors, LLC | 0.04% | Add +62.0% | 26,899 | $1.7M |
| Counterweight Ventures, LLC | 1.18% | Reduce -7.1% | 26,682 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Add +13.4% | 26,672 | $1.7M |
| Element Pointe Advisors, LLC | 0.40% | No change | 26,474 | $1.7M |
| Boston Mountain Money Management Inc. | 0.96% | Reduce -0.3% | 26,454 | $1.7M |
| Anchor Investment Management, LLC | 0.16% | Add +142.2% | 26,271 | $1.6M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -7.0% | 26,200 | $1.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +14.9% | 25,906 | $1.6M |
| Cedar Wealth Management, LLC | 0.50% | Reduce -1.9% | 25,769 | $1.6M |
| Dohj, LLC | 0.38% | Reduce -0.1% | 25,798 | $1.6M |
| Northeast Financial Group, Inc. | 0.62% | Reduce -40.5% | 25,676 | $1.6M |
| Bouvel Investment Partners, LLC | 0.61% | Reduce -1.9% | 25,667 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +7.7% | 25,548 | $1.6M |
| Freestate Advisors LLC | 1.67% | — | 25,537 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +14.2% | 25,518 | $1.6M |
| Edmond DE Rothschild Holding S.A. | 0.03% | Reduce -1.6% | 25,403 | $1.6M |
| Gouws Capital LLC | 1.07% | Reduce -0.3% | 25,355 | $1.6M |
| Whalerock Point Partners, LLC | 0.39% | Add +0.3% | 25,195 | $1.6M |
| Kapstone Financial Advisors LLC | 0.96% | Reduce -0.4% | 25,254 | $1.6M |
| Investment Partners, LTD. | 0.65% | Add +37.9% | 25,077 | $1.6M |
| Fiduciary Group, LLC | 0.16% | Reduce -27.8% | 24,954 | $1.6M |
| Balboa Wealth Partners | 0.39% | Add +35.5% | 24,795 | $1.6M |
| Biondo Investment Advisors, LLC | 0.21% | Add +4.5% | 24,688 | $1.5M |
| Montis Financial, LLC | 0.54% | Add +434.5% | 24,455 | $1.5M |
| Consolidated Portfolio Review Corp | 0.34% | Reduce -0.3% | 24,321 | $1.5M |
| LMCG Investments, LLC | 0.09% | Add +3.1% | 24,249 | $1.5M |
| PFG Advisors | 0.10% | Add +12.7% | 24,203 | $1.5M |
| Greater Midwest Financial Group, LLC | 0.88% | Add +0.6% | 24,053 | $1.5M |
| Nottingham Advisors, Inc. | 0.17% | New | 23,991 | $1.5M |
| Carr Financial Group Corp | 0.45% | Add +13.9% | 23,937 | $1.5M |
| Ignite Planners, LLC | 0.34% | Reduce -3.9% | 23,893 | $1.5M |
| Icon Wealth Advisors, LLC | 0.12% | Reduce -0.2% | 23,742 | $1.5M |
| Clear Creek Financial Management, LLC | 0.17% | Add +1.3% | 23,737 | $1.5M |
| JB Capital LLC | 0.08% | Reduce -30.4% | 23,516 | $1.5M |
| Walkner Condon Financial Advisors LLC | 0.30% | Reduce -2.5% | 23,498 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.11% | Reduce -0.1% | 23,478 | $1.5M |
| McLean Asset Management Corp | 0.44% | Add +0.2% | 23,375 | $1.5M |
| Roman Butler Fullerton & Co. | 0.44% | Add +1.3% | 22,807 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -1.5% | 23,024 | $1.4M |
| Leavell Investment Management, Inc. | 0.07% | No change | 22,940 | $1.4M |
| Titleist Asset Management, LLC | 0.20% | Reduce -1.6% | 22,569 | $1.4M |
| NFSG Corp | 0.50% | Add +24.1% | 22,499 | $1.4M |
| Ellis Investment Partners, LLC | 0.27% | Add +0.6% | 22,343 | $1.4M |
| Strategic Financial Concepts, LLC | 0.44% | Reduce -98.3% | 22,150 | $1.4M |
| Advocacy Wealth Management, LLC | 0.11% | Reduce -11.4% | 22,135 | $1.4M |
| Regal Investment Advisors LLC | 0.10% | Add +227.8% | 22,007 | $1.4M |
| Priebe Wealth Holdings LLC | 0.99% | Reduce -11.5% | 21,687 | $1.4M |
| Joel Isaacson & Co., LLC | 0.06% | Add +7.9% | 21,547 | $1.4M |
| Mayflower Financial Advisors, LLC | 0.20% | Add +2.6% | 21,444 | $1.3M |
| Magnus Financial Group LLC | 0.14% | Add +76.4% | 21,411 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.14% | Reduce -22.5% | 21,262 | $1.3M |
| Summit Wealth Partners, LLC | 0.25% | Add +0.5% | 21,016 | $1.3M |
| Occidental Asset Management, LLC | 0.21% | No change | 20,966 | $1.3M |
| Strategic Blueprint, LLC | 0.08% | New | 20,814 | $1.3M |
| First Bancorp, Inc | 0.89% | Add +1.5% | 20,488 | $1.3M |
| Uptick Partners, LLC | 0.54% | Reduce -21.4% | 20,403 | $1.3M |
| CRA Financial Services, LLC | 0.23% | No change | 20,358 | $1.3M |
| Watts Gwilliam & Co., LLC | 0.28% | — | 20,443 | $1.3M |
| NCM Capital Management, LLC | 0.61% | No change | 20,225 | $1.3M |
| Fingerlakes Wealth Management, Inc. | 1.05% | Add +4.4% | 20,151 | $1.3M |
| Wells Financial Advisors INC | 1.70% | No change | 20,036 | $1.3M |
| First Heartland Consultants, Inc. | 0.14% | Add +8.6% | 20,032 | $1.3M |
| Spire Wealth Management | 0.04% | Reduce -4.3% | 20,034 | $1.3M |
| Global Wealth Management Investment Advisory, Inc. | 0.27% | Add +4.5% | 19,954 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.31% | Add +4.3% | 19,806 | $1.2M |
| Norden Group LLC | 0.15% | New | 19,783 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.5% | 19,752 | $1.2M |
| Ellenbecker Investment Group | 0.23% | Add +41.6% | 19,656 | $1.2M |
| Blake Schutter Theil Wealth Advisors, LLC | 0.88% | — | 19,599 | $1.2M |
| CreativeOne Wealth, LLC | 0.04% | Add +6.4% | 19,504 | $1.2M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -6.6% | 19,422 | $1.2M |
| Summit Financial Wealth Advisors, LLC | 0.23% | Add +0.1% | 19,202 | $1.2M |
| High Net Worth Advisory Group LLC | 0.33% | No change | 19,127 | $1.2M |
| Aptus Capital Advisors, LLC | 0.02% | Add +186.4% | 19,050 | $1.2M |
| Pine Harbor Wealth Management, LLC | 0.59% | Reduce -0.7% | 19,018 | $1.2M |
| Rovin Capital /Ut/ | 0.44% | Add +19.6% | 18,951 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -26.9% | 18,929 | $1.2M |
| Linscomb Wealth, Inc. | 0.06% | Add +0.6% | 18,842 | $1.2M |
| Alliance Wealth Management Group | 0.31% | Add +7.0% | 18,659 | $1.2M |
| Naples Global Advisors, LLC | 0.11% | Reduce -1.5% | 18,446 | $1.2M |
| Alpha Financial Partners LLC | 0.82% | New | 18,373 | $1.2M |
| Ehrlich Financial Group | 0.82% | Reduce -12.3% | 18,373 | $1.2M |
| Ranch Capital Advisors Inc. | 0.54% | Add +6.3% | 18,315 | $1.1M |
| Optimum Investment Advisors | 0.49% | No change | 18,000 | $1.1M |
| Fort Point Capital Partners LLC | 0.14% | Add +10.9% | 17,698 | $1.1M |
| Essex Bank | 0.28% | No change | 17,631 | $1.1M |
| Talon Private Wealth, LLC | 0.23% | — | 17,582 | $1.1M |
| Commonwealth Financial Services, LLC | 0.22% | Reduce -0.5% | 17,594 | $1.1M |
| Grey Ledge Advisors, LLC | 0.28% | Add +0.8% | 17,367 | $1.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | Reduce -1.0% | 17,285 | $1.1M |
| Ruggaard & Associates LLC | 0.47% | Add +41.2% | 17,206 | $1.1M |
| Sequent Planning LLC | 0.37% | Add +7.1% | 17,167 | $1.1M |
| SouthState Bank Corp | 0.07% | Add +13.5% | 17,061 | $1.1M |
| Smithfield Trust Co | 0.05% | Add +30.9% | 16,887 | $1.1M |
| Midland Wealth Advisors, LLC | 0.06% | Reduce -23.3% | 16,796 | $1.1M |
| Private Trust Co. NA | 0.11% | Add +8.4% | 16,689 | $1.0M |
| Mosaic Financial Group, LLC | 0.74% | Reduce -8.2% | 16,638 | $1.0M |
| CGC Financial Services, LLC | 0.42% | Reduce -4.8% | 16,573 | $1.0M |
| Atwater Malick LLC | 0.33% | Add +10.7% | 16,571 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.8% | 16,084 | $1.0M |
| Curi Capital, LLC | 0.02% | Reduce -7.7% | 16,273 | $1.0M |
| Paladin Advisory Group, LLC | 0.75% | Reduce -0.1% | 16,197 | $1.0M |
| Oxford Financial Group, LTD. LLC | 0.06% | No change | 16,182 | $1.0M |
| Koshinski Asset Management, Inc. | 0.09% | Add +189.2% | 16,165 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.7% | 16,104 | $1.0M |
| NorthCoast Asset Management LLC | 0.01% | Add +164.6% | 17,096 | $995K |
| Inscription Capital, LLC | 0.15% | No change | 15,800 | $991K |
| Brandywine Oak Private Wealth LLC | 0.10% | Reduce -2.6% | 15,686 | $983K |
| Smartleaf Asset Management LLC | 0.12% | Add +4480.4% | 15,665 | $977K |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.4% | 15,591 | $977K |
| IPG Investment Advisors LLC | 0.21% | No change | 15,575 | $976K |
| Acorn Financial Advisory Services Inc. | 0.17% | Add +3.4% | 15,575 | $976K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Reduce -2.1% | 15,511 | $972K |
| Freestone Capital Holdings, LLC | 0.03% | New | 15,454 | $969K |
| SageView Advisory Group, LLC | 0.05% | Reduce -24.8% | 15,298 | $959K |
| Pasadena Private Wealth, LLC | 0.20% | Reduce -0.4% | 15,075 | $945K |
| Valley National Advisers Inc. | 0.17% | Reduce -10.3% | 14,910 | $933K |
| Trek Financial, LLC | 0.07% | Add +205.7% | 14,785 | $927K |
| WealthCare Investment Partners, LLC | 0.41% | Reduce -9.1% | 14,864 | $924K |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -6.5% | 14,671 | $920K |
| Opal Wealth Advisors, LLC | 0.29% | Add +8.7% | 14,664 | $919K |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -0.4% | 14,470 | $907K |
| Aurora Private Wealth, Inc. | 0.71% | Add +0.2% | 14,372 | $901K |
| Market Street Wealth Management Advisors LLC | 0.15% | Reduce -4.5% | 14,368 | $901K |
| Aspen Wealth Management LLC | 0.27% | Add +12.4% | 14,354 | $900K |
| Drucker Wealth 3.0, LLC | 0.22% | Reduce -12.6% | 14,328 | $898K |
| CVA Family Office, LLC | 0.14% | Add +6.1% | 14,149 | $887K |
| Rothschild Wealth LLC | 0.26% | Reduce -9.2% | 14,052 | $881K |
| First National Trust Co | 0.03% | Add +45.4% | 13,945 | $874K |
| Sowell Financial Services LLC | 0.04% | Add +20.8% | 13,855 | $869K |
| MWA Asset Management | 0.58% | Reduce -1.7% | 13,817 | $866K |
| Sound Financial Strategies Group, LLC | 0.68% | Add +0.7% | 13,599 | $853K |
| Aspiriant, LLC | 0.03% | No change | 13,463 | $844K |
| Warner Financial, Inc. | 0.37% | Add +0.6% | 13,441 | $843K |
| Focus Financial Network, Inc. | 0.03% | Reduce -1.1% | 13,431 | $842K |
| Pinnacle Bancorp, Inc. | 0.22% | No change | 13,340 | $836K |
| Ascentis Wealth Management, LLC | 0.31% | — | 13,318 | $835K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +38.2% | 13,271 | $832K |
| Cascades Capital Asset Management, LLC | 0.47% | — | 13,260 | $831K |
| HM Payson & Co. | 0.01% | Add +143.5% | 13,179 | $826K |
| Evergreen Capital Management LLC | 0.03% | Add +91.8% | 13,159 | $825K |
| Sunburst Financial Group, LLC | 0.21% | Reduce -2.9% | 13,129 | $823K |
| Glenmede Trust Co. NA | 0.00% | Add +48.9% | 13,098 | $821K |
| Investment Advisory Group, LLC | 0.28% | Add +14.1% | 13,072 | $820K |
| Evernest Financial Advisors, LLC | 0.22% | No change | 12,992 | $814K |
| Mascoma Wealth Management LLC | 0.20% | Reduce -10.6% | 12,746 | $799K |
| American State Bank (Iowa) | 0.48% | Add +3.7% | 12,738 | $799K |
| PCA Investment Advisory Services Inc. | 0.38% | Add +2.4% | 12,730 | $798K |
| GeoWealth Management, LLC | 0.03% | Add +40.4% | 12,648 | $793K |
| Astoria Portfolio Advisors LLC. | 0.27% | Reduce -1.5% | 12,529 | $793K |
| LifePlan Financial, LLC | 0.68% | Reduce -3.4% | 12,598 | $790K |
| IFG Advisory, LLC | 0.05% | Reduce -3.6% | 12,557 | $787K |
| Element Wealth, LLC | 0.41% | Add +0.1% | 12,421 | $779K |
| Annex Advisory Services, LLC | 0.02% | Reduce -1.3% | 12,303 | $771K |
| SigFig Wealth Management, LLC | 0.03% | Reduce -7.5% | 12,346 | $770K |
| FinTrust Capital Advisors, LLC | 0.13% | Reduce -16.4% | 12,220 | $766K |
| Raab & Moskowitz Asset Management LLC | 0.19% | Reduce -0.2% | 12,212 | $766K |
| Insight Wealth Strategies, LLC | 0.10% | Reduce -0.2% | 12,089 | $758K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -5.8% | 11,863 | $746K |
| RVW Wealth, LLC | 0.07% | Reduce -0.0% | 11,806 | $740K |
| Flagship Private Wealth, LLC | 0.38% | No change | 11,750 | $737K |
| Cardinal Point Capital Management ULC | 0.12% | Add +0.1% | 11,722 | $735K |
| Moloney Securities Asset Management, LLC | 0.10% | Add +15.2% | 11,712 | $734K |
| Wealth Management Associates, Inc. | 0.32% | Add +2.0% | 11,684 | $732K |
| Cornerstone Advisors Asset Management, LLC | 0.16% | No change | 11,681 | $732K |
| Silverlake Wealth Management LLC | 0.28% | New | 11,653 | $731K |
| ARS Investment Partners, LLC | 0.06% | No change | 11,557 | $725K |
| Centaurus Financial, Inc. | 0.05% | Add +1.1% | 11,546 | $724K |
| Valeo Financial Advisors, LLC | 0.02% | Add +18.3% | 11,524 | $722K |
| Sterling Capital Management LLC | 0.01% | — | 11,467 | $719K |
| Lido Advisors, LLC | 0.01% | Reduce -8.6% | 11,411 | $715K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 11,397 | $715K |
| Olde Wealth Management, LLC | 0.26% | No change | 11,374 | $713K |
| West Wealth Group, LLC | 0.23% | Reduce -4.5% | 11,337 | $711K |
| Kraft, Davis & Associates, LLC | 0.21% | Add +4.9% | 11,424 | $709K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.48% | Reduce -95.4% | 11,223 | $704K |
| Fort Sheridan Advisors LLC | 0.11% | Add +0.7% | 11,151 | $699K |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.7% | 11,133 | $698K |
| Venture Visionary Partners LLC | 0.03% | No change | 11,050 | $693K |
| Redwood Financial Network Corp | 0.54% | Reduce -3.9% | 11,038 | $692K |
| SignalPoint Asset Management, LLC | 0.16% | Reduce -0.6% | 11,071 | $691K |
| Apeiron RIA LLC | 0.20% | Reduce -0.2% | 10,942 | $686K |
| UNIVEST FINANCIAL Corp | 0.05% | New | 10,925 | $685K |
| Randolph Co Inc | 0.08% | Reduce -2.6% | 10,864 | $681K |
| Principle Wealth Partners LLC | 0.05% | No change | 10,853 | $680K |
| Probity Advisors, Inc. | 0.13% | Add +20.0% | 10,833 | $679K |
| New Century Financial Group, LLC | 0.25% | New | 10,813 | $678K |
| Capital Market Strategies LLC | 0.41% | Reduce -5.9% | 10,781 | $676K |
| Qube Research & Technologies Ltd | 0.00% | Add +53.6% | 10,780 | $676K |
| Wedmont Private Capital | 0.04% | Reduce -0.1% | 10,766 | $670K |
| Roberts Financial Services LLC | 0.13% | Reduce -0.7% | 10,658 | $668K |
| Albion Financial Group | 0.05% | Reduce -0.6% | 10,632 | $667K |
| Adell Harriman & Carpenter Inc. | 0.05% | Add +1.6% | 10,613 | $665K |
| Beacon Harbor Wealth Advisors, Inc. | 0.16% | New | 10,599 | $664K |
| Headinvest, LLC | 0.12% | Reduce -1.7% | 10,560 | $662K |
| Arrowroot Family Office, LLC | 0.38% | Reduce -16.0% | 10,511 | $659K |
| Modera Wealth Management, LLC | 0.01% | Add +88.7% | 10,397 | $652K |
| Veracity Capital LLC | 0.25% | Reduce -17.2% | 10,277 | $644K |
| Biltmore Family Office, LLC | 0.11% | No change | 10,247 | $642K |
| Human Investing LLC | 0.11% | Add +0.5% | 10,107 | $634K |
| Brasada Capital Management, LP | 0.11% | Reduce -0.6% | 10,040 | $628K |
| Signal Advisors Wealth, LLC | 0.09% | New | 9,988 | $626K |
| Lincoln Capital LLC | 0.13% | Reduce -21.2% | 9,852 | $618K |
| Allen Capital Group, LLC | 0.08% | No change | 9,754 | $611K |
| Money Concepts Capital Corp. | 0.05% | Add +21.1% | 9,743 | $611K |
| W Advisors, LLC | 0.37% | No change | 9,697 | $608K |
| Pacific Wealth Management | 0.28% | Reduce -9.9% | 9,658 | $605K |
| EFG Asset Management (Americas) Corp. | 0.12% | Reduce -57.4% | 9,565 | $600K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.5% | 9,438 | $592K |
| MSH Capital Advisors LLC | 0.18% | Add +0.2% | 9,400 | $589K |
| Citizens Financial Group Inc. | 0.01% | New | 9,395 | $589K |
| River Wealth Advisors LLC | 0.08% | Reduce -8.0% | 9,259 | $580K |
| AdvisorNet Financial, Inc | 0.04% | Add +0.6% | 9,230 | $579K |
| Private Portfolio Partners LLC | 0.11% | Add +7.4% | 9,157 | $574K |
| FWL Investment Management, LLC | 0.22% | Add +4051.4% | 9,133 | $573K |
| Investment Partners Asset Management, Inc. | 0.47% | Add +0.9% | 9,123 | $572K |
| NovaPoint Capital, LLC | 0.18% | Add +0.4% | 9,092 | $570K |
| Cox Capital Mgt LLC | 0.34% | Add +2.8% | 9,052 | $567K |
| Simplicity Wealth,LLC | 0.05% | Reduce -39.4% | 9,046 | $567K |
| Wealth Effects LLC | 0.20% | Reduce -0.1% | 8,978 | $563K |
| Fifth Third Bancorp | 0.00% | Add +6.8% | 8,946 | $561K |
| Eastover Investment Advisors LLC | 0.26% | Add +0.1% | 8,931 | $560K |
| Breakwater Capital Group | 0.11% | Add +4.8% | 8,923 | $559K |
| Ancora Advisors LLC | 0.01% | Add +167.3% | 8,916 | $559K |
| Mission Wealth Management, LP | 0.01% | Add +6.4% | 8,903 | $558K |
| Jackson Hole Capital Partners, LLC | 0.12% | No change | 8,884 | $557K |
| Marcum Wealth, LLC | 0.05% | Reduce -6.1% | 8,835 | $554K |
| Glenview Trust Co | 0.01% | No change | 8,791 | $551K |
| Round Rock Advisors LLC | 0.13% | Add +34.8% | 8,533 | $535K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -3.0% | 8,510 | $533K |
| Whelan Financial | 0.22% | No change | 8,507 | $533K |
| McAdam, LLC | 0.03% | Reduce -5.1% | 8,504 | $533K |
| Criterion Capital Advisors, LLC | 0.33% | No change | 9,108 | $525K |
| Financial Counselors Inc. | 0.01% | Add +90.2% | 8,304 | $521K |
| Colton Groome Financial Advisors, LLC | 0.19% | Add +51.4% | 8,276 | $519K |
| HUB Investment Partners, LLC | 0.02% | Reduce -0.2% | 8,260 | $518K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,259 | $518K |
| Scott & Selber, Inc. | 0.16% | Add +0.0% | 8,227 | $516K |
| Intrua Financial, LLC | 0.08% | Reduce -75.2% | 8,230 | $516K |
| City State Bank | 0.19% | Reduce -1.4% | 8,225 | $516K |
| High Falls Advisors, Inc | 0.12% | Reduce -12.0% | 8,156 | $511K |
| Security Financial Services, INC. | 0.10% | No change | 8,126 | $509K |
| Advance Capital Management, Inc. | 0.02% | Reduce -9.5% | 8,123 | $509K |
| RDA Financial Network | 0.16% | Add +35.8% | 8,054 | $505K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -1.6% | 7,960 | $499K |
| Avaii Wealth Management, LLC | 0.25% | Reduce -0.9% | 7,943 | $498K |
| Garrett Wealth Advisory Group, LLC | 0.12% | Reduce -2.3% | 7,834 | $491K |
| Central Bank & Trust Co. | 0.07% | No change | 7,795 | $489K |
| Collaborative Wealth Managment Inc. | 0.22% | Add +4.2% | 7,778 | $488K |
| SteelPeak Wealth, LLC | 0.02% | Add +3.1% | 7,755 | $486K |
| Financial Partners Group, Inc | 0.07% | Add +2.3% | 7,727 | $484K |
| Quadrant Capital Group LLC | 0.03% | Add +10.0% | 7,702 | $483K |
| Alta Wealth Advisors LLC | 0.22% | Add +2.6% | 7,693 | $482K |
| Summit Financial Strategies, Inc. | 0.05% | Reduce -4.6% | 7,692 | $482K |
| Whitener Capital Management, Inc. | 0.14% | No change | 7,650 | $480K |
| Naples Money Management LLC | 0.40% | Reduce -1.4% | 7,615 | $477K |
| Atlantic Union Bankshares Corp | 0.03% | No change | 7,611 | $477K |
| Paces Ferry Wealth Advisors, LLC | 0.27% | Add +0.3% | 7,592 | $476K |
| Commerce Bank | 0.00% | Add +4.2% | 7,539 | $473K |
| PFG Investments, LLC | 0.03% | Add +10.0% | 7,528 | $472K |
| Intrepid Capital Management Inc. | 0.26% | No change | 7,479 | $469K |
| AQR Capital Management | 0.00% | New | 7,397 | $464K |
| Keebeck Wealth Management | 0.07% | Reduce -2.8% | 7,391 | $463K |
| Catalyst Financial Partners LLC | 0.09% | No change | 7,382 | $463K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.3% | 7,374 | $462K |
| BKM Wealth Management, LLC | 0.19% | Add +0.1% | 7,353 | $461K |
| Ayrshire Capital Management LLC | 0.22% | Add +1.7% | 7,315 | $459K |
| Family Capital Trust Co | 0.15% | No change | 7,300 | $458K |
| Householder Group Estate & Retirement Specialist, LLC | 0.13% | Reduce -13.1% | 7,292 | $457K |
| Evermay Wealth Management LLC | 0.07% | Add +3.0% | 7,275 | $456K |
| Demars Financial Group, LLC | 0.21% | Reduce -7.5% | 7,223 | $453K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Add +1.4% | 7,189 | $451K |
| Dana Investment Advisors, Inc. | 0.01% | Add +34.5% | 7,169 | $449K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.3% | 7,139 | $447K |
| Brady Family Wealth, LLC | 0.13% | Add +0.0% | 7,134 | $447K |
| FineMark National Bank & Trust | 0.02% | Add +24.5% | 7,104 | $445K |
| HFG Advisors, Inc. | 0.39% | No change | 7,002 | $439K |
| Diversified Trust Co. | 0.01% | Add +9.9% | 6,986 | $438K |
| New England Private Wealth Advisors LLC | 0.07% | Add +0.8% | 6,972 | $437K |
| Hanson & Doremus Investment Management | 0.07% | No change | 6,940 | $435K |
| First City Capital Management, Inc. | 0.22% | No change | 6,929 | $434K |
| Core Wealth Advisors, Inc. | 0.14% | Reduce -0.3% | 6,917 | $434K |
| Deutsche Bank AG | 0.00% | No change | 6,876 | $431K |
| Carnegie Investment Counsel | 0.01% | Reduce -10.8% | 6,858 | $430K |
| Alterna Wealth Management, Inc. | 0.39% | No change | 6,854 | $430K |
| M3 Advisory Group, LLC | 0.31% | Reduce -45.8% | 6,808 | $427K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +17.3% | 6,783 | $425K |
| Insight Wealth Partners, LLC | 0.26% | No change | 6,759 | $424K |
| Summit X, LLC | 0.10% | Add +0.1% | 7,341 | $423K |
| Destination Wealth Management | 0.01% | Reduce -0.7% | 6,717 | $421K |
| Formidable Asset Management, LLC | 0.07% | No change | 6,685 | $419K |
| Continental Investors Services, Inc. | 0.85% | Reduce -4.8% | 6,629 | $414K |
| National Wealth Management Group, LLC | 0.28% | Add +5.9% | 6,556 | $411K |
| Rothschild Investment LLC | 0.03% | Add +114.8% | 6,553 | $411K |
| Norway Savings Bank | 0.22% | New | 6,546 | $410K |
| Mandatum Life Insurance Co Ltd | 0.13% | No change | 6,546 | $410K |
| Pegasus Partners Ltd. | 0.04% | No change | 6,522 | $409K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.3% | 6,474 | $406K |
| Empire Financial Management Company, LLC | 0.12% | Add +2.7% | 6,459 | $405K |
| Sachetta, LLC | 0.16% | Reduce -0.3% | 6,435 | $403K |
| Franklin Resources Inc. | 0.00% | No change | 6,300 | $402K |
| Fortis Advisors, LLC | 0.26% | New | 6,376 | $400K |
| Sax Wealth Advisors, LLC | 0.04% | Add +58.8% | 6,346 | $398K |
| Bluesphere Advisors LLC | 0.20% | Add +28.4% | 6,322 | $396K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.5% | 6,310 | $396K |
| Continuum Advisory, LLC | 0.05% | Reduce -16.9% | 6,241 | $396K |
| TRUE Private Wealth Advisors | 0.05% | Add +6.9% | 6,278 | $394K |
| Stonebrook Private Inc. | 0.10% | Add +1.5% | 6,274 | $393K |
| Francis Financial, Inc. | 0.10% | No change | 6,238 | $391K |
| Zhang Financial LLC | 0.02% | Add +9.1% | 6,237 | $391K |
| Mendel Capital Management LLC | 0.24% | Add +1.5% | 6,224 | $390K |
| Latitude Advisors, LLC | 0.22% | Add +0.9% | 6,223 | $390K |
| Apollon Financial, LLC | 0.11% | Add +6.9% | 6,189 | $388K |
| Owen LaRue, LLC | 0.21% | New | 6,180 | $387K |
| Glassman Wealth Services | 0.07% | Reduce -1.9% | 6,165 | $386K |
| PGIM Custom Harvest LLC | 0.01% | Add +5.0% | 6,144 | $385K |
| Wealthgarden F.S. LLC | 0.37% | New | 6,134 | $385K |
| Community Financial Services Group, LLC | 0.08% | Reduce -1.2% | 6,104 | $383K |
| Tandem Capital Management Corp. | 0.20% | Reduce -0.8% | 6,101 | $382K |
| HBK Sorce Advisory LLC | 0.01% | Add +21.3% | 6,057 | $380K |
| Orrstown Financial Services Inc. | 0.11% | New | 6,018 | $377K |
| Romano Brothers and Company | 0.05% | Add +38.9% | 5,995 | $376K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 5,989 | $375K |
| Philadelphia Trust Co. | 0.03% | Add +20.3% | 5,935 | $372K |
| Future Financial Wealth Managment LLC | 0.26% | Reduce -0.6% | 5,912 | $371K |
| Blue Trust, Inc. | 0.00% | Add +1520.8% | 6,402 | $369K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | No change | 5,871 | $368K |
| River Street Advisors LLC | 0.20% | No change | 5,863 | $368K |
| UMB Bank, n.a. | 0.01% | Add +64.7% | 5,833 | $366K |
| Lane & Associates LLC | 0.20% | Reduce -4.4% | 5,831 | $366K |
| Betterment LLC | 0.00% | Reduce -32.6% | 5,808 | $364K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 5,736 | $360K |
| Continuum Wealth Advisors, LLC | 0.19% | Reduce -12.0% | 5,723 | $359K |
| Addison Advisors LLC | 0.10% | Reduce -36.8% | 5,716 | $358K |
| Vident Advisory, LLC | 0.01% | No change | 5,703 | $358K |
| Gateway Wealth Partners, LLC | 0.10% | Add +19.9% | 5,690 | $357K |
| Carl P. Sherr & Co., LLC | 0.19% | No change | 5,671 | $356K |
| Oak Harvest Investment Services | 0.05% | Add +6.6% | 5,600 | $351K |
| Keybank National Association | 0.00% | Add +47.2% | 5,560 | $349K |
| Symphony Financial, Ltd. Co. | 0.06% | Add +1.9% | 5,571 | $348K |
| Tiaa Trust, National Association | 0.00% | Add +30.1% | 5,509 | $345K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 5,469 | $343K |
| Commonwealth Retirement Investments LLC | 0.14% | Reduce -6.9% | 5,455 | $342K |
| CPC Advisors, LLC | 0.05% | Add +53.6% | 5,436 | $341K |
| L. Roy Papp & Associates, LLP | 0.04% | New | 5,418 | $340K |
| Old National Bancorp | 0.01% | No change | 5,416 | $340K |
| Clear Investment Research, LLC | 0.44% | Add +2.8% | 5,413 | $339K |
| Castle Wealth Management LLC | 0.14% | Reduce -93.0% | 5,410 | $339K |
| Hunter Associates Investment Management LLC | 0.05% | No change | 5,400 | $339K |
| Journey Strategic Wealth LLC | 0.01% | New | 5,396 | $338K |
| Legacy Trust | 0.08% | New | 5,392 | $338K |
| Planning Alternatives Ltd. | 0.05% | Reduce -1.1% | 5,392 | $338K |
| Bond & Devick Financial Network, Inc. | 0.14% | No change | 5,392 | $338K |
| Ethos Financial Group, LLC | 0.06% | Reduce -25.7% | 5,375 | $337K |
| United Advisor Group, LLC | 0.08% | New | 5,346 | $335K |
| Soundwatch Capital LLC | 0.05% | New | 5,272 | $331K |
| Royal Harbor Partners, LLC | 0.13% | No change | 5,254 | $329K |
| Tyler-Stone Wealth Management | 0.06% | Add +100.5% | 5,237 | $328K |
| FSB Premier Wealth Management, Inc. | 0.13% | Add +32.4% | 5,207 | $326K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -34.2% | 5,199 | $326K |
| McDonald Partners LLC | 0.08% | Reduce -3.2% | 5,176 | $324K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.1% | 5,146 | $323K |
| Clarus Wealth Advisors | 0.16% | Reduce -4.4% | 5,135 | $319K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -3.6% | 5,043 | $316K |
| Empower Advisory Group, LLC | 0.00% | Add +8.3% | 5,043 | $316K |
| GC Wealth Management RIA, LLC | 0.06% | Add +2.9% | 5,030 | $315K |
| SOL Capital Management CO | 0.03% | No change | 5,000 | $313K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -28.2% | 4,985 | $313K |
| BCU Wealth Advisors, LLC | 0.18% | Add +0.5% | 4,951 | $310K |
| Community Trust & Investment Co. | 0.02% | Add +1.1% | 4,934 | $309K |
| Heck Capital Advisors, LLC | 0.04% | Reduce -2.7% | 4,933 | $309K |
| Kelly Financial Services LLC | 0.11% | Reduce -0.9% | 4,918 | $308K |
| Buffington Mohr McNeal | 0.05% | Reduce -17.0% | 4,894 | $307K |
| Bison Wealth, LLC | 0.05% | New | 4,855 | $304K |
| LifePro Asset Management | 0.18% | Reduce -8.4% | 4,803 | $301K |
| Capital Advisory Group Advisory Services, LLC | 0.12% | Add +15.2% | 4,802 | $301K |
| CW Advisors, LLC | 0.00% | Add +25.6% | 4,766 | $299K |
| Edgestream Partners, L.P. | 0.01% | Add +14.3% | 4,756 | $298K |
| Capital International Investors | 0.00% | Reduce -5.1% | 4,749 | $298K |
| Chilton Investment Co. Inc. | 0.01% | New | 4,703 | $295K |
| Integrity Financial Corp | 0.17% | Reduce -1.9% | 4,696 | $294K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +2.3% | 4,689 | $294K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 4,675 | $293K |
| Mattern Capital Management, LLC | 0.04% | Reduce -1.9% | 4,653 | $292K |
| Hobbs Group Advisors, LLC | 0.10% | Add +5.2% | 4,610 | $289K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 4,593 | $288K |
| Southeast Asset Advisors, LLC | 0.03% | Reduce -0.8% | 4,571 | $287K |
| Essex LLC | 0.06% | No change | 4,560 | $286K |
| Hibernia Wealth Partners, LLC | 0.10% | Add +1.0% | 4,526 | $284K |
| Navis Wealth Advisors, LLC | 0.31% | No change | 4,506 | $282K |
| Curtis Advisory Group, LLC | 0.08% | No change | 4,500 | $282K |
| Arthur M. Cohen & Associates, LLC | 0.05% | No change | 4,500 | $281K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -9.2% | 4,436 | $278K |
| Brighton Jones LLC | 0.01% | Add +12.8% | 4,392 | $275K |
| Legacy Edge Advisors, LLC | 0.04% | New | 4,374 | $274K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +1.8% | 4,374 | $273K |
| Guardian Asset Advisors, LLC | 0.18% | Reduce -38.9% | 4,359 | $272K |
| CIC Wealth, LLC | 0.07% | Reduce -2.8% | 4,317 | $271K |
| Performance Wealth Partners, LLC | 0.01% | New | 4,265 | $267K |
| SP Asset Management LLC | 0.02% | Add +0.5% | 4,255 | $267K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -18.7% | 4,208 | $264K |
| Waterfront Wealth Inc. | 0.06% | Add +0.0% | 4,196 | $263K |
| LM Advisors LLC | 0.05% | No change | 4,196 | $263K |
| Bradley Foster & Sargent Inc. | 0.00% | Add +10.0% | 4,192 | $263K |
| Oarsman Capital, Inc. | 0.05% | New | 4,187 | $262K |
| Westside Investment Management, Inc. | 0.06% | Reduce -1.8% | 4,170 | $261K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.5% | 4,118 | $258K |
| Firethorn Wealth Partners, LLC | 0.13% | Add +0.0% | 4,097 | $257K |
| NorthRock Partners, LLC | 0.01% | Reduce -13.4% | 4,062 | $255K |
| Florida Financial Advisors, LLC | 0.13% | Add +4.5% | 4,045 | $254K |
| Summit Global Investments | 0.02% | No change | 4,004 | $251K |
| Virtu Financial LLC | 0.01% | New | 4,000 | $251K |
| Guardian Capital Advisors LP | 0.02% | No change | 4,000 | $250K |
| Single Point Partners, LLC | 0.40% | Reduce -1.5% | 3,951 | $248K |
| Millennium Management | 0.00% | New | 3,950 | $248K |
| GYL Financial Synergies, LLC | 0.02% | New | 3,930 | $246K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +1610.5% | 3,900 | $244K |
| M&T Bank Corp | 0.00% | No change | 3,891 | $244K |
| First Commonwealth Financial Corp | 0.06% | Reduce -25.1% | 3,891 | $244K |
| Abound Wealth Management | 0.08% | New | 3,883 | $243K |
| GDS Wealth Management | 0.02% | No change | 3,873 | $243K |
| Hirtle & Co., LLC | 0.01% | No change | 3,869 | $243K |
| Key Financial Inc | 0.05% | No change | 3,861 | $242K |
| Nwam LLC | 0.01% | New | 3,849 | $241K |
| Caitlin John, LLC | 0.15% | Add +29.8% | 3,782 | $241K |
| SpiderRock Advisors, LLC | 0.01% | New | 3,804 | $238K |
| Bessemer Group Inc. | 0.00% | Reduce -20.9% | 3,796 | $238K |
| First National Advisers, LLC | 0.04% | Add +0.7% | 3,780 | $237K |
| Prio Wealth Limited Partnership | 0.01% | Add +6.1% | 3,758 | $236K |
| TAP Consulting, LLC | 0.05% | Reduce -1.3% | 3,742 | $235K |
| First Financial Bankshares Inc | 0.00% | Add +2.7% | 3,742 | $235K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +3.3% | 3,737 | $234K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 3,730 | $234K |
| TNF LLC | 0.08% | New | 3,693 | $232K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -8.4% | 3,698 | $232K |
| LJI Wealth Management, LLC | 0.05% | Add +0.5% | 3,681 | $231K |
| Tobias Financial Advisors, Inc. | 0.05% | New | 3,669 | $230K |
| Advisors Capital Management, LLC | 0.00% | Add +2.4% | 3,664 | $230K |
| American Money Management, LLC | 0.05% | Reduce -5.0% | 3,663 | $230K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +31.8% | 3,653 | $229K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -10.6% | 3,669 | $228K |
| Ascent Group, LLC | 0.02% | Reduce -21.0% | 3,637 | $228K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 3,635 | $228K |
| MTM Investment Management, LLC | 0.09% | No change | 3,629 | $227K |
| Founders Financial Alliance, LLC | 0.06% | Add +0.5% | 3,619 | $227K |
| Berger Financial Group, Inc | 0.02% | No change | 3,610 | $226K |
| Strategic Wealth Investment Group, LLC | 0.02% | New | 3,573 | $223K |
| Meridian Management Co. | 0.06% | Reduce -3.1% | 3,518 | $221K |
| Brogan Financial, Inc. | 0.13% | Add +0.6% | 3,512 | $220K |
| FWG Investments, LLC. | 0.19% | New | 3,474 | $218K |
| One Capital Management, LLC | 0.01% | New | 3,449 | $216K |
| Simon Quick Advisors, LLC | 0.01% | New | 3,443 | $216K |
| Bragg Financial Advisors, Inc | 0.01% | New | 3,440 | $216K |
| Pinnacle Financial Group, LLC / IL | 0.08% | New | 3,430 | $215K |
| Arlington Trust Co LLC | 0.05% | No change | 3,423 | $215K |
| Two West Capital Advisors LLC | 0.17% | New | 3,421 | $214K |
| Moody National Bank Trust Division | 0.02% | New | 3,404 | $213K |
| Geneva Partners, LLC | 0.09% | New | 3,395 | $213K |
| Safeguard Financial, LLC | 0.05% | New | 3,389 | $212K |
| Concorde Asset Management, LLC | 0.12% | New | 3,378 | $212K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,355 | $210K |
| Wrenne Financial Planning LLC | 0.12% | New | 3,340 | $209K |
| Cassady Schiller Wealth Management, LLC | 0.08% | Add +0.0% | 3,328 | $209K |
| Fisher Asset Management | 0.00% | New | 3,319 | $208K |
| JMG Financial Group, Ltd. | 0.01% | New | 3,300 | $207K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -48.1% | 3,239 | $207K |
| North Star Investment Management Corp. | 0.01% | No change | 3,291 | $206K |
| Amplius Wealth Advisors, LLC | 0.02% | New | 3,286 | $206K |
| Prosperity Financial Group, Inc. | 0.11% | New | 3,259 | $204K |
| Pennsylvania Capital Management Inc. | 0.07% | New | 3,251 | $204K |
| Capital Square, LLC | 0.12% | New | 3,241 | $203K |
| Personal Cfo Solutions, LLC | 0.03% | New | 3,221 | $202K |
| Stordahl Capital Management, Inc. | 0.05% | New | 3,220 | $201K |
| Davis R M Inc. | 0.00% | Reduce -33.3% | 3,200 | $201K |
| American Capital Advisory, LLC | 0.12% | Reduce -21.9% | 3,196 | $200K |
| LGT Financial Advisors LLC | 0.47% | Reduce -16.0% | 3,047 | $191K |
| Trust Co. of Vermont | 0.01% | No change | 3,001 | $188K |
| EnRich Financial Partners LLC | 0.06% | No change | 2,974 | $186K |
| Stone House Investment Management, LLC | 0.04% | Reduce -27.3% | 2,973 | $186K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,963 | $186K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 2,850 | $179K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 2,780 | $174K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Reduce -0.5% | 2,765 | $173K |
| Sanctuary Wealth Management, L.L.C. | 0.12% | Add +0.6% | 2,738 | $172K |
| West Branch Capital LLC | 0.06% | Add +0.6% | 2,662 | $167K |
| Creekmur Asset Management LLC | 0.04% | Reduce -1.7% | 2,614 | $164K |
| Barrett & Company, Inc. | 0.07% | No change | 2,600 | $163K |
| CENTRAL TRUST Co | 0.00% | Add +9.9% | 2,590 | $162K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.26% | Add +10.4% | 2,588 | $162K |
| Coppell Advisory Solutions LLC | 0.02% | Add +0.5% | 2,555 | $159K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.6% | 2,508 | $157K |
| PFG Private Wealth Management, LLC | 0.09% | No change | 2,353 | $148K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,290 | $144K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 2,280 | $143K |
| Signaturefd, LLC | 0.00% | Reduce -50.7% | 2,144 | $134K |
| Lanark Financial, Inc. | 0.01% | No change | 2,080 | $130K |
| Private Capital Management LLC | 0.02% | No change | 2,031 | $127K |
| Cranbrook Wealth Management, LLC | 0.03% | No change | 1,967 | $123K |
| Bokf, NA | 0.00% | Reduce -6.7% | 1,956 | $122K |
| Arax Advisory Partners | 0.01% | Add +0.7% | 1,851 | $116K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +15.8% | 1,800 | $113K |
| Archer Investment Corp | 0.03% | Add +5.1% | 1,727 | $108K |
| West Financial Advisors, LLC | 0.02% | No change | 1,722 | $108K |
| Simplex Trading, LLC | 0.00% | New | 1,680 | $105K |
| Darwin Wealth Management, LLC | 0.03% | New | 1,670 | $105K |
| Castleview Partners, LLC | 0.06% | No change | 1,621 | $102K |
| MCF Advisors LLC | 0.01% | Add +0.1% | 1,589 | $100K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +0.3% | 1,570 | $98K |
| Gleason Group, Inc. | 0.02% | Add +0.6% | 1,446 | $91K |
| Cordgrass Capital Advisors, LLC | 0.03% | No change | 1,380 | $87K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,379 | $86K |
| Clean Yield Group | 0.03% | No change | 1,300 | $81K |
| Heritage Wealth Advisors | 0.00% | New | 1,289 | $81K |
| Pineridge Advisors LLC | 0.03% | Add +35.9% | 1,273 | $80K |
| Versant Capital Management, Inc | 0.02% | Add +44.3% | 1,254 | $79K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,229 | $77K |
| Gen-Wealth Partners Inc | 0.03% | No change | 1,217 | $76K |
| Ridgewood Investments LLC | 0.04% | No change | 1,182 | $74K |
| WASHINGTON TRUST Co | 0.00% | Reduce -48.8% | 1,159 | $73K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.5% | 1,100 | $69K |
| Mendota Financial Group, LLC | 0.03% | No change | 1,074 | $67K |
| Montag A & Associates Inc. | 0.00% | Add +1590.2% | 1,031 | $65K |
| Tucker Asset Management LLC | 0.01% | No change | 1,028 | $64K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 1,018 | $64K |
| Quent Capital, LLC | 0.01% | Add +49900.0% | 1,000 | $63K |
| Bfsg, LLC | 0.01% | New | 974 | $61K |
| Clearstead Advisors, LLC | 0.00% | No change | 973 | $61K |
| Hemington Wealth Management | 0.02% | New | 926 | $57K |
| Hilltop National Bank | 0.02% | New | 904 | $57K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 899 | $56K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -2.8% | 896 | $56K |
| Wintrust Investments LLC | 0.04% | Reduce -90.9% | 907 | $56K |
| Caldwell Trust Co | 0.01% | No change | 891 | $56K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 850 | $53K |
| Hollencrest Capital Management | 0.00% | Add +0.7% | 843 | $53K |
| SWAN Capital LLC | 0.02% | New | 793 | $50K |
| Sandy Spring Bank | 0.00% | Reduce -23.6% | 792 | $50K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.7% | 767 | $48K |
| JNBA Financial Advisors | 0.00% | No change | 756 | $47K |
| Phillips Financial Management, LLC | 0.00% | Reduce -40.0% | 751 | $47K |
| Bellevue Asset Management, LLC | 0.02% | No change | 750 | $47K |
| Whittier Trust Co. | 0.00% | Add +0.6% | 665 | $42K |
| Jamison Private Wealth Management, Inc. | 0.01% | No change | 598 | $37K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.8% | 594 | $37K |
| Operose Advisors LLC | 0.01% | Reduce -76.1% | 563 | $35K |
| IAG Wealth Partners, LLC | 0.01% | Add +123.2% | 549 | $34K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 531 | $33K |
| Raleigh Capital Management Inc. | 0.01% | No change | 516 | $32K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -38.6% | 513 | $32K |
| Independence Bank of Kentucky | 0.01% | No change | 505 | $32K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 500 | $31K |
| Horrell Capital Management, Inc. | 0.01% | No change | 500 | $31K |
| MGB Wealth Management, LLC | 0.01% | No change | 485 | $30K |
| Stuart Chaussee & Associates, Inc. | 0.01% | Reduce -64.6% | 478 | $30K |
| Beacon Capital Management, LLC | 0.00% | Reduce -17.4% | 476 | $30K |
| Truvestments Capital LLC | 0.01% | New | 440 | $28K |
| Missouri Trust & Investment Co | 0.01% | No change | 400 | $25K |
| Country Trust Bank | 0.00% | No change | 320 | $20K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 316 | $20K |
| Park Place Capital Corp | 0.01% | New | 309 | $19K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 308 | $19K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 308 | $19K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 308 | $19K |
| Avion Wealth | 0.01% | No change | 309 | $19K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 300 | $19K |
| Halpern Financial, Inc. | 0.00% | New | 269 | $17K |
| Partnership Wealth Management, LLC | 0.01% | No change | 264 | $17K |
| Pflug Koory, LLC | 0.00% | — | 256 | $16K |
| Mather Group, Llc. | 0.00% | No change | 245 | $15K |
| Tsfg, LLC | 0.00% | Reduce -51.0% | 243 | $15K |
| First Pacific Financial | 0.00% | New | 196 | $12K |
| Bell Investment Advisors, Inc | 0.00% | No change | 192 | $12K |
| Ransom Advisory, Ltd | 0.01% | No change | 189 | $12K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 176 | $11K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -75.5% | 174 | $11K |
| First Personal Financial Services | 0.00% | No change | 170 | $11K |
| CNB Bank | 0.00% | No change | 150 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 133 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 121 | $8K |
| WR Wealth Planners, LLC | 0.00% | Add +21.2% | 120 | $8K |
| Financial Management Professionals, Inc. | 0.00% | No change | 112 | $7K |
| Realta Investment Advisors | 0.00% | Reduce -97.8% | 101 | $6K |
| Dunhill Financial, LLC | 0.00% | No change | 100 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 99 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 87 | $5K |
| Painted Porch Advisors LLC | 0.00% | New | 81 | $5K |
| Kessler Investment Group, LLC | 0.00% | No change | 53 | $3K |
| PrairieView Partners, LLC | 0.00% | Reduce -95.2% | 45 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 29 | $2K |
| Wolff Wiese Magana LLC | 0.00% | New | 22 | $1K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 16 | $1K |
| Centerpoint Advisors, LLC | 0.00% | New | 12 | $1K |
| Dogwood Wealth Management LLC | 0.00% | No change | 15 | $940 |
| POM Investment Strategies, LLC | 0.00% | New | 13 | $815 |
| Eukles Asset Management | 0.00% | New | 12 | $752 |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 12 | $752 |
| McIlrath & Eck, LLC | 0.00% | New | 10 | $627 |
| Nemes Rush Group LLC | 0.00% | New | 6 | $348 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -98.9% | 3 | $190 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 2 | $127 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $52 |
| Roble, Belko & Company, Inc | 0.00% | No change | 6 | $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.