iShares Select Dividend ETFDVYETF

13F holders, Q3 2025 (September 30)
1,309holders +10
70new positions
56sold out
3famous investors
$142.12avg. 13F price*

At the end of Q3 2025, 1,309 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, up 10 from Q2 2025. 70 opened new positions and 56 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($892.8M) and Wells Fargo & Company ($531.2M). 3 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
iShares Select Dividend ETF
CUSIP
464287168
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions70$22.2M
Exits56$31.2M

All 13F filers, Q2 2025 → Q3 2025: 1,401,445 shares bought and 1,659,579 shares sold, net −258,134 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,309 holders

Bank of America Corp. 0.09% Add +3.3% 8,096,893 $1.2B
Morgan Stanley 0.05% Reduce -0.2% 6,282,669 $892.8M
Wells Fargo & Company 0.11% Reduce -0.6% 3,738,297 $531.2M
PNC Financial Services Group, Inc. 0.32% Reduce -2.1% 3,670,670 $521.6M
Northern Trust Corp. 0.06% Reduce -0.1% 3,082,311 $438.0M
Royal Bank of Canada 0.07% Reduce -3.3% 2,959,287 $420.5M
LPL Financial LLC 0.07% Add +1.5% 1,723,775 $244.9M
Bank of New York Mellon Corp 0.04% Reduce -8.5% 1,672,304 $237.6M
JPMorgan Chase & Co. 0.01% Add +1.6% 1,549,408 $220.2M
Envestnet Asset Management Inc. 0.06% Reduce -11.9% 1,421,094 $201.9M
UBS Group AG 0.03% Add +10.0% 1,155,033 $164.1M
Truist Financial Corp. 0.22% Reduce -2.0% 1,142,768 $162.4M
US Bancorp \de 0.19% Reduce -0.7% 1,130,142 $160.6M
Raymond James Financial Inc. 0.05% Reduce -1.0% 1,059,442 $150.5M
Howard Capital Management, LLC 1.90% No change 1,011,427 $143.7M
Bank of Montreal 0.05% Reduce -1.0% 745,590 $105.9M
Goldman Sachs Group Inc. 0.01% Add +4.6% 690,350 $98.1M
Northside Capital Management, LLC 8.56% Reduce -3.5% 659,657 $93.7M
Commonwealth Equity Services, LLC 0.12% Reduce -1.3% 636,733 $90.5M
Cetera Investment Advisers 0.08% Add +30.0% 504,655 $71.7M
Rockefeller Capital Management L.P. 0.13% Add +3.9% 477,614 $67.9M
Ameriprise Financial Inc. 0.01% Reduce -1.1% 445,600 $63.3M
Osaic Holdings, Inc. 0.09% Add +24.3% 437,514 $62.1M
Comerica Bank 0.23% Reduce -1.6% 433,305 $61.6M
Focus Partners Wealth 0.10% Reduce -0.5% 418,268 $59.4M
Mariner, LLC 0.07% Add +3.4% 406,282 $57.7M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -1.1% 341,192 $48.5M
HighTower Advisors, LLC 0.05% Add +5.2% 329,839 $46.9M
Creative Planning 0.03% Add +2.4% 310,097 $44.1M
AMG National Trust Bank 1.06% Add +2.3% 306,318 $43.5M
Stifel Financial Corp. 0.04% Add +5.2% 296,469 $42.1M
Cibc World Market Inc. 0.08% Reduce -0.2% 288,502 $41.0M
Commerce Bank 0.22% Reduce -0.5% 283,675 $40.3M
Fifth Third Bancorp 0.12% Reduce -5.1% 253,981 $36.1M
Moment Partners, LLC 6.29% Reduce -1.0% 250,408 $35.6M
Glenmede Investment Management, LP 0.17% Reduce -1.0% 241,400 $34.3M
M&T Bank Corp 0.11% Add +2.1% 237,649 $33.8M
LBMC Investment Advisors, LLC 2.07% Reduce -1.1% 228,942 $32.5M
Baird Financial Group, Inc. 0.05% Add +4.8% 227,204 $32.3M
Assetmark, Inc. 0.07% Reduce -1.3% 220,547 $31.3M
Janney Montgomery Scott LLC 0.07% Add +3.0% 217,362 $30.9M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -0.9% 207,240 $29.5M
Synovus Financial Corp. 0.34% Add +1.2% 207,249 $29.5M
Private Advisor Group, LLC 0.13% Reduce -1.1% 191,452 $27.2M
Ellis Investment Partners, LLC 4.88% Reduce -4.1% 190,224 $27.0M
Yukon Wealth Management, Inc. 8.27% Add +3.1% 177,573 $25.2M
Arcus Capital Partners, LLC 10.89% Add +0.7% 175,114 $24.9M
First National Bank & Trust Co. of Newtown 4.61% Reduce -0.6% 171,155 $24.3M
Franklin Resources Inc. 0.01% Add +3.7% 162,107 $23.0M
Cambridge Investment Research Advisors, Inc. 0.06% Add +2.4% 160,515 $22.8M
FMR LLC 0.00% Add +5.7% 160,406 $22.8M
Mercer Global Advisors Inc. 0.04% Reduce -9.9% 158,068 $22.5M
Fifth Third Wealth Advisors LLC 0.80% Add +4.4% 152,140 $21.6M
Valmark Advisers, Inc. 0.28% Add +1.0% 152,046 $21.6M
Blair William & Co. 0.06% Add +6.3% 147,170 $20.9M
&partners 0.13% Add +5.0% 140,008 $19.9M
Cerity Partners LLC 0.03% Reduce -1.0% 131,128 $18.6M
GW Henssler & Associates Ltd. 0.93% Add +7.9% 130,831 $18.6M
Advisory Services Network, LLC 0.27% Add +11.8% 128,690 $18.3M
National Bank of Canada 0.02% Add +7.1% 126,997 $18.0M
HB Wealth Management, LLC 0.12% Reduce -2.0% 126,753 $18.0M
Charles Schwab Investment Management Inc. 0.00% Add +7.8% 125,345 $17.8M
Trustmark Bank Trust Department 1.14% Reduce -2.4% 123,041 $17.5M
Capital Investment Advisors, LLC 0.28% Reduce -1.0% 120,917 $17.2M
Kestra Advisory Services, LLC 0.08% Reduce -6.9% 119,054 $16.9M
Schwarz Dygos Wheeler Investment Advisors LLC 3.53% Add +5.3% 117,230 $16.7M
IFG Advisors, LLC 2.62% Add +2.0% 112,906 $16.0M
Lido Advisors, LLC 0.07% Add +5.1% 112,686 $16.0M
Cullen/Frost Bankers, Inc. 0.18% Reduce -1.6% 111,387 $15.8M
Round Rock Advisors LLC 2.43% Add +3.2% 108,036 $15.4M
NTV Asset Management LLC 1.66% Reduce -1.4% 107,336 $15.3M
Equitable Holdings, Inc. 0.11% Add +2.1% 105,492 $15.0M
Kwmg, LLC 1.28% Add +2.3% 102,880 $14.6M
Pinnacle Financial Partners Inc 0.34% Add +0.5% 99,950 $14.2M
Powell Investment Advisors, LLC 4.75% Add +0.6% 95,570 $13.6M
AlTi Global, Inc. 0.32% Reduce -10.7% 95,401 $13.6M
Beacon Pointe Advisors, LLC 0.11% Reduce -3.2% 91,895 $13.1M
Captrust Financial Advisors 0.03% Add +0.2% 90,619 $12.9M
Moneta Group Investment Advisors LLC 0.10% Add +1.9% 89,558 $12.7M
Cresset Asset Management, LLC 0.06% Add +2.7% 89,007 $12.6M
Steward Partners Investment Advisory, LLC 0.07% Reduce -2.8% 88,219 $12.5M
MML Investors Services, LLC 0.03% Reduce -0.8% 85,892 $12.2M
JGP Wealth Management, LLC 1.34% Reduce -1.5% 84,988 $12.1M
MAI Capital Management 0.08% Add +1.1% 84,450 $12.0M
DAVENPORT & Co LLC 0.06% Add +18.9% 84,366 $12.0M
Corient Private Wealth LP 0.02% Reduce -6.3% 83,926 $11.9M
NewEdge Advisors, LLC 0.05% Add +5.1% 81,831 $11.6M
North Star Investment Management Corp. 0.72% Reduce -0.0% 78,249 $11.1M
NorthCoast Asset Management LLC 0.04% Add +102.5% 74,395 $10.6M
Allen Investment Management, LLC 0.12% No change 72,973 $10.4M
Sterling Investment Advisors, Ltd. 1.97% Add +0.2% 71,278 $10.1M
Sanctuary Advisors, LLC 0.06% Add +41.7% 68,858 $9.8M
Old National Bancorp 0.17% Add +1.2% 68,614 $9.8M
Integrated Wealth Concepts LLC 0.09% Add +5.3% 68,130 $9.7M
White Lighthouse Investment Management Inc. 1.47% Add +1.3% 67,787 $9.6M
Pathstone Holdings, LLC 0.04% Add +5.7% 66,545 $9.5M
Dumont & Blake Investment Advisors LLC 2.26% Reduce -0.3% 65,662 $9.3M
Linscomb Wealth, Inc. 0.40% Reduce -3.5% 65,654 $9.3M
TD Private Client Wealth LLC 0.21% Add +7.3% 64,568 $9.2M
Pinnacle Financial Group, LLC / IL 2.73% Reduce -1.0% 63,595 $9.0M
Asset Advisors Investment Management, LLC 0.85% Reduce -2.5% 63,263 $9.0M
Raab & Moskowitz Asset Management LLC 2.00% Add +5.8% 63,021 $9.0M
SOA Wealth Advisors, LLC. 1.45% Reduce -9.9% 62,755 $8.9M
Beaumont Financial Advisors, LLC 0.58% Reduce -1.9% 60,648 $8.6M
Mutual Advisors, LLC 0.19% Reduce -2.1% 60,779 $8.6M
First United Bank & Trust 2.78% Add +1.4% 60,327 $8.6M
Miller Howard Investments Inc. 0.26% Add +0.5% 59,779 $8.5M
Bokf, NA 0.13% Reduce -4.7% 59,301 $8.4M
CIBC Private Wealth Group LLC 0.01% Add +1.3% 58,940 $8.4M
BNP Paribas Financial Markets 0.01% Add +333.6% 58,900 $8.4M
Kingswood Wealth Advisors, LLC 0.50% Add +3.3% 58,710 $8.3M
Wealth Management Associates, Inc. 2.96% Add +1.7% 58,647 $8.3M
Gunma Bank,Ltd. 2.54% No change 57,075 $8.1M
Verus Financial Partners, Inc. 0.78% Reduce -2.3% 56,970 $8.1M
Lee Financial Co 0.99% Reduce -2.5% 55,168 $7.8M
Florin Court Capital LLP 6.11% Reduce -25.5% 54,900 $7.8M
Amarillo National Bank 1.36% Reduce -0.8% 54,540 $7.8M
Cwm, LLC 0.02% Add +4.9% 54,513 $7.7M
Sequoia Financial Advisors, LLC 0.05% Add +10.3% 53,411 $7.6M
KCM Investment Advisors LLC 0.24% Add +0.0% 52,826 $7.5M
Edgewood Management LLC 0.03% Reduce -5.4% 51,926 $7.4M
Smithfield Trust Co 0.33% Reduce -0.4% 51,650 $7.3M
Carret Asset Management, LLC 0.68% Reduce -0.7% 48,836 $6.9M
Citizens Financial Group Inc. 0.09% Reduce -7.3% 47,479 $6.7M
Highland Capital Management, LLC 0.34% Reduce -0.5% 47,353 $6.7M
Glenview Trust Co 0.11% Reduce -3.3% 47,227 $6.7M
Debussy Capital Management LP 0.92% Reduce -0.9% 45,869 $6.5M
Stelac Advisory Services LLC 2.25% Add +16.4% 45,752 $6.5M
Prime Capital Investment Advisors, LLC 0.08% Reduce -4.7% 45,630 $6.5M
Rathbones Group PLC 0.03% Reduce -0.8% 45,629 $6.5M
Oppenheimer & Co. Inc. 0.08% Add +3.4% 45,313 $6.4M
Capula Management Ltd 0.05% Add +4.6% 45,285 $6.4M
Principle Wealth Partners LLC 0.36% Add +0.5% 43,265 $6.1M
IFP Advisors, Inc 0.16% Reduce -2.1% 43,174 $6.1M
J.W. Cole Advisors, Inc. 0.12% Reduce -0.5% 43,057 $6.1M
Cornerstone Advisors Asset Management, LLC 1.07% Add +0.4% 43,027 $6.1M
IFG Advisory, LLC 0.28% Reduce -0.0% 42,913 $6.1M
Prospera Financial Services Inc 0.10% Add +33.5% 42,016 $6.0M
Callan Family Office, LLC 0.19% Add +6.4% 41,679 $5.9M
Burke & Herbert Bank & Trust Co. 1.26% Reduce -1.4% 41,248 $5.9M
Wealthspire Advisors, LLC 0.03% Add +4.9% 41,066 $5.8M
Jackson, Grant Investment Advisers, Inc. 1.94% Reduce -0.2% 40,852 $5.8M
Quantinno Capital Management LP 0.02% Add +65.6% 40,652 $5.8M
FOCUS Wealth Advisors, LLC 2.76% Add +0.3% 40,371 $5.7M
New England Asset Management Inc. 0.77% Reduce -10.0% 39,750 $5.6M
Rede Wealth, LLC 4.32% New 38,710 $5.5M
Eagle Bay Advisors LLC 4.32% No change 38,710 $5.5M
LMG Wealth Partners, LLC 1.00% Add +1.9% 38,022 $5.4M
Wealth Quarterback LLC 2.03% Add +5.9% 36,985 $5.3M
Keebeck Wealth Management 0.61% Add +4.5% 36,491 $5.2M
Ironwood Financial, llc 0.92% Add +1.8% 36,361 $5.2M
Mendel Capital Management LLC 2.71% Reduce -2.0% 36,361 $5.2M
Landaas & Co. /Wi 1.16% Reduce -2.6% 35,916 $5.1M
Scotia Capital Inc. 0.02% Add +4.3% 35,531 $5.0M
Bank of Hawaii 0.25% Add +0.5% 35,411 $5.0M
Integrated Advisors Network LLC 0.21% Reduce -0.5% 35,200 $5.0M
Omega Financial Group, LLC 1.67% Reduce -2.5% 35,031 $5.0M
Sig Brokerage, LP 1.25% Reduce -14.9% 34,954 $5.0M
Jones Financial Companies LLLP 0.00% Add +26.1% 35,074 $5.0M
Keybank National Association 0.02% Reduce -8.5% 34,884 $5.0M
Balentine LLC 0.18% Add +0.0% 34,675 $4.9M
Clearstead Advisors, LLC 0.07% Reduce -5.8% 34,509 $4.9M
Murphy, Middleton, Hinkle & Parker, Inc. 2.33% Add +4.3% 33,557 $4.8M
MV Capital Management, Inc. 0.45% Reduce -0.2% 33,307 $4.7M
Albion Financial Group 0.28% Add +0.4% 33,108 $4.7M
Ferguson Wellman Capital Management, Inc. 0.07% Reduce -0.1% 32,485 $4.6M
Tradition Wealth Management, LLC 0.34% Reduce -7.2% 32,330 $4.6M
Klingman & Associates, LLC 0.23% Reduce -1.2% 32,281 $4.6M
Pinnacle Associates Ltd. 0.06% Add +0.2% 32,273 $4.6M
Mechanics Bank Trust Department 0.64% Reduce -19.6% 32,109 $4.6M
Cornerstone Management, Inc. 0.75% Reduce -7.9% 32,017 $4.5M
Gallagher Capital Advisors, LLC 2.61% Add +149.6% 32,982 $4.5M
Vanguard Group Inc. 0.00% Add +0.0% 31,853 $4.5M
First American Trust, FSB 0.33% Reduce -3.1% 31,690 $4.5M
United Capital Financial Advisors, LLC 0.03% Reduce -7.4% 31,606 $4.5M
Joseph P. Lucia & Associates, LLC 1.69% Reduce -0.8% 31,601 $4.5M
FAS Wealth Partners, Inc. 0.30% Add +12.4% 31,308 $4.4M
Fifth Third Securities, Inc. 0.30% Add +26.8% 31,044 $4.4M
LGL Partners, LLC 1.85% Add +0.9% 30,558 $4.3M
St. Clair Advisors, LLC 1.15% Reduce -84.4% 30,487 $4.3M
Fulton Bank, N.A. 0.15% Add +2.6% 30,471 $4.3M
Shulman DeMeo Asset Management LLC 0.99% Reduce -0.2% 30,268 $4.3M
Brown Advisory Inc. 0.01% Reduce -30.5% 30,166 $4.3M
Townsend Asset Management Corp. /NC/ 1.51% Reduce -7.1% 29,849 $4.2M
One Wealth Advisors, LLC 0.53% Reduce -3.7% 29,622 $4.2M
Hancock Whitney Corp. 0.08% Add +1.4% 29,384 $4.2M
Composition Wealth, LLC 0.06% Add +17.6% 28,968 $4.1M
SPC Financial, Inc. 0.32% Reduce -31.2% 28,845 $4.1M
Mine & Arao Wealth Creation & Management, LLC. 1.66% Add +0.6% 28,747 $4.1M
Alliancebernstein L.P. 0.00% Reduce -5.7% 28,694 $4.1M
Granite FO LLC 2.21% No change 28,587 $4.1M
Allworth Financial LP 0.02% Add +2.5% 28,188 $4.0M
Graves Light Lenhart Wealth, Inc. 0.44% Reduce -1.9% 28,180 $4.0M
Taylor Financial Group, Inc. 2.30% Add +6.6% 28,154 $4.0M
Capital Analysts, LLC 0.12% Add +2.6% 28,083 $4.0M
PKS Advisory Services, LLC 0.93% Add +0.1% 28,027 $4.0M
Johnson Investment Counsel Inc. 0.03% Add +2.3% 27,727 $3.9M
Banco de Sabadell, S.A 2.59% Add +0.7% 27,528 $3.9M
Wealthcare Advisory Partners LLC 0.08% Add +3.3% 27,289 $3.9M
D.A. Davidson & Co. 0.02% Add +9.5% 27,250 $3.9M
Hilltop Holdings Inc. 0.20% Add +2.7% 26,790 $3.8M
Envestnet Portfolio Solutions, Inc. 0.01% Add +12.2% 26,488 $3.8M
Argent Trust Co 0.13% Reduce -0.5% 26,147 $3.7M
Ashton Thomas Private Wealth, LLC 0.10% Add +11.5% 26,081 $3.7M
Pinnacle Family Advisors, LLC 1.61% Add +1.0% 25,912 $3.7M
Inman Jager Wealth Management, LLC 2.35% Reduce -5.1% 25,888 $3.7M
Virtue Capital Management, LLC 0.57% Add +89.8% 11,301 $3.6M
Argent Advisors, Inc. 1.04% Add +3.9% 24,724 $3.5M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -10.6% 24,256 $3.4M
Sonata Capital Group Inc. 1.25% Reduce -0.5% 23,894 $3.4M
Mission Wealth Management, LP 0.07% Reduce -0.8% 23,781 $3.4M
Guidance Point Advisors, LLC 0.84% Reduce -5.2% 23,743 $3.4M
First Citizens Bank & Trust Co. 0.07% Add +1.1% 23,729 $3.4M
Geneos Wealth Management Inc. 0.09% Reduce -11.3% 23,644 $3.4M
Valeo Financial Advisors, LLC 0.08% Reduce -0.7% 23,603 $3.4M
Wealthfront Advisers LLC 0.01% Add +8.5% 23,502 $3.3M
Joel Isaacson & Co., LLC 0.12% Add +0.0% 23,490 $3.3M
Simon Quick Advisors, LLC 0.15% No change 23,458 $3.3M
JFS Wealth Advisors, LLC 0.19% Add +0.2% 23,408 $3.3M
Bessemer Group Inc. 0.01% Reduce -31.4% 23,185 $3.3M
Western Wealth Management, LLC 0.17% Reduce -2.2% 22,949 $3.3M
CMG Global Holdings, LLC 1.59% Add +3.9% 22,975 $3.2M
Wolff Wiese Magana LLC 1.84% Reduce -1.0% 22,808 $3.2M
Operose Advisors LLC 0.80% Add +0.8% 22,682 $3.2M
Capital Advisory Group Advisory Services, LLC 0.98% Reduce -0.7% 22,146 $3.1M
AQR Capital Management 0.00% Add +16.6% 22,055 $3.1M
Kapstone Financial Advisors LLC 1.47% Reduce -0.1% 22,014 $3.1M
High Net Worth Advisory Group LLC 0.75% Add +0.1% 21,972 $3.1M
Snowden Capital Advisors LLC 0.09% Add +7.5% 21,945 $3.1M
Essex Financial Services, Inc. 0.19% Reduce -1.6% 21,784 $3.1M
SBI Securities Co., Ltd. 0.08% Reduce -1.5% 21,597 $3.1M
Orion Porfolio Solutions, LLC 0.02% Reduce -2.6% 21,445 $3.0M
Evoke Wealth, LLC 0.06% Add +32.6% 21,307 $3.0M
Monetary Management Group Inc. 0.69% No change 21,250 $3.0M
HBK Sorce Advisory LLC 0.07% Reduce -0.2% 21,155 $3.0M
Narwhal Capital Management 0.22% Reduce -0.4% 20,836 $3.0M
Pallas Capital Advisors LLC 0.11% Add +2.5% 20,552 $2.9M
Sigma Planning Corp 0.08% Reduce -0.9% 20,526 $2.9M
Ieq Capital, LLC 0.01% Add +0.5% 20,504 $2.9M
Arlington Trust Co LLC 0.52% No change 20,289 $2.9M
Plancorp, LLC 0.09% No change 20,151 $2.9M
City Holding Co. 0.36% Reduce -4.9% 20,057 $2.9M
Crescent Grove Advisors, LLC 0.27% Add +1.6% 19,813 $2.8M
Berkshire Asset Management LLC 0.12% Reduce -0.3% 19,691 $2.8M
Hazlett, Burt & Watson, Inc. 0.98% Reduce -1.0% 19,631 $2.8M
Chicago Partners Investment Group LLC 0.07% Add +4.9% 19,706 $2.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +16.7% 19,600 $2.8M
Haverford Trust Co 0.03% Reduce -1.9% 19,536 $2.8M
Transcend Capital Advisors, LLC 0.19% Reduce -0.1% 19,341 $2.7M
Providence First Trust Co 0.95% Add +0.0% 19,260 $2.7M
Waverly Advisors, LLC 0.03% Reduce -0.7% 19,181 $2.7M
Webster Bank, N. A. 0.26% Reduce -1.2% 19,019 $2.7M
Corundum Trust Company, INC 5.86% No change 19,014 $2.7M
Zhang Financial LLC 0.11% Add +0.1% 18,964 $2.7M
Cypress Wealth Services, LLC 0.44% Add +0.2% 18,720 $2.7M
Csenge Advisory Group 0.13% Reduce -2.7% 18,565 $2.6M
Wesbanco Bank Inc. 0.07% Add +2.6% 18,459 $2.6M
Mosaic Family Wealth Partners, LLC 0.31% Add +3.1% 18,519 $2.6M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -2.4% 18,242 $2.6M
Caerus Investment Advisors, LLC 1.07% No change 18,348 $2.6M
FineMark National Bank & Trust 0.08% Reduce -2.6% 18,269 $2.6M
Peapack Gladstone Financial Corp. 0.03% Add +5.7% 18,153 $2.6M
Thoroughbred Financial Services, LLC 0.16% Reduce -1.0% 17,907 $2.5M
Level Four Advisory Services, LLC 0.09% Reduce -0.8% 17,830 $2.5M
Sax Wealth Advisors, LLC 0.14% Reduce -3.0% 17,738 $2.5M
IMS Capital Management 1.16% Reduce -11.8% 17,691 $2.5M
IFC Advisors LLC 0.46% Reduce -7.6% 17,691 $2.5M
Weinberger Asset Management, Inc 0.91% Add +0.6% 17,687 $2.5M
Smith Shellnut Wilson LLC 0.96% Reduce -0.1% 17,677 $2.5M
Parallel Advisors, LLC 0.05% Add +7.2% 17,484 $2.5M
Trifecta Capital Advisors, LLC 0.37% No change 16,930 $2.4M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -23.3% 17,082 $2.4M
Diametric Capital, LP 0.89% Add +4.2% 16,823 $2.4M
Sowell Financial Services LLC 0.09% Reduce -7.6% 16,823 $2.4M
Park National Corp. 0.07% No change 16,815 $2.4M
Mill Creek Capital Advisors, LLC 0.05% Reduce -26.6% 16,717 $2.4M
Howland Capital Management LLC 0.09% Reduce -2.2% 16,698 $2.4M
Midwest Trust Co 0.03% Reduce -9.1% 16,676 $2.4M
Ameritas Advisory Services, LLC 0.15% Add +29.7% 16,665 $2.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Reduce -16.7% 16,656 $2.4M
Peregrine Asset Advisers, Inc. 0.71% Reduce -0.5% 16,630 $2.4M
Flaharty Asset Management, LLC 0.30% Reduce -5.0% 16,411 $2.3M
GAMCO Investors 0.02% Reduce -1.2% 16,308 $2.3M
Summit Wealth Partners, LLC 0.41% Add +0.9% 16,010 $2.3M
Franklin Street Advisors Inc. 0.13% No change 16,000 $2.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.27% Reduce -2.6% 15,975 $2.3M
Cascade Financial Partners, LLC 0.26% No change 15,883 $2.3M
Magnus Financial Group LLC 0.18% Reduce -0.1% 15,842 $2.3M
NewEdge Wealth, LLC 0.03% Reduce -10.2% 16,130 $2.2M
Canandaigua National Bank & Trust Co. 0.20% Add +2.9% 15,695 $2.2M
New South Capital Management Inc. 0.10% No change 15,680 $2.2M
Darden Wealth Group Inc 1.16% Reduce -3.4% 15,653 $2.2M
Kaydan Wealth Management, Inc. 0.63% Add +0.1% 15,488 $2.2M
Independence Bank of Kentucky 0.28% No change 15,440 $2.2M
Legacy Private Trust Co. 0.13% Reduce -0.5% 15,405 $2.2M
Asset Management Group, Inc. 0.36% Add +0.8% 15,400 $2.2M
WealthBridge Capital Management, LLC 0.51% Add +0.4% 15,366 $2.2M
Cozad Asset Management Inc. 0.17% Reduce -0.2% 15,309 $2.2M
Curi Capital, LLC 0.04% Reduce -1.1% 15,280 $2.2M
Bensler, LLC 0.23% Reduce -3.1% 15,260 $2.2M
Salem Investment Counselors Inc. 0.06% No change 15,253 $2.2M
Aberdeen Wealth Management LLC 1.35% No change 15,170 $2.2M
Yeomans Consulting Group, Inc. 0.73% Reduce -0.0% 14,961 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Reduce -4.0% 14,969 $2.1M
Stephens Inc. 0.03% Reduce -7.8% 14,953 $2.1M
Eldridge Investment Advisors, Inc. 0.48% Add +4.1% 14,901 $2.1M
Traynor Capital Management, Inc. 0.12% Reduce -5.3% 14,829 $2.1M
Oxbow Advisors, LLC 0.20% Reduce -3.7% 14,824 $2.1M
Fidelis Capital Partners, LLC 0.16% No change 14,494 $2.1M
Evercore Wealth Management, LLC 0.03% No change 14,488 $2.1M
Gryphon Financial Partners LLC 0.23% Reduce -14.1% 14,441 $2.1M
Tempus Wealth Planning, LLC 0.47% Reduce -9.2% 14,440 $2.1M
Mayflower Financial Advisors, LLC 0.26% Reduce -4.2% 14,423 $2.0M
Peoples Bank 2.03% Reduce -4.8% 14,401 $2.0M
Stock Yards Bank & Trust Co. 0.06% Add +7.2% 14,396 $2.0M
First Commonwealth Financial Corp 0.34% Reduce -6.6% 14,391 $2.0M
WASHINGTON TRUST Co 0.07% No change 14,369 $2.0M
Laurel Wealth Advisors LLC 0.28% No change 14,289 $2.0M
Eagle Strategies LLC 0.27% Reduce -12.4% 14,286 $2.0M
Stratos Wealth Partners, LTD. 0.02% Add +3.1% 14,276 $2.0M
Millennium Capital Advisors, LLC 1.22% Reduce -6.6% 14,183 $2.0M
Summit Trail Advisors, LLC 0.03% Reduce -0.8% 14,138 $2.0M
Redmont Wealth Advisors LLC 2.79% No change 14,111 $2.0M
Evanson Asset Management, LLC 0.11% Add +0.1% 14,059 $2.0M
Farther Finance Advisors, LLC 0.03% Add +14.6% 14,037 $2.0M
Crossmark Global Holdings, Inc. 0.03% Reduce -1.6% 14,028 $2.0M
Coldstream Capital Management Inc. 0.03% Reduce -9.2% 14,023 $2.0M
Private Capital Advisors, Inc. 0.22% No change 13,975 $2.0M
VestGen Advisors, LLC 0.07% Add +29.5% 13,935 $2.0M
OneDigital Investment Advisors LLC 0.02% Reduce -1.7% 13,914 $2.0M
Cornell Pochily Investment Advisors, Inc. 0.59% Add +0.7% 13,809 $2.0M
Flagship Harbor Advisors, LLC 0.08% Add +0.3% 13,728 $2.0M
Osborne Partners Capital Management, LLC 0.10% Reduce -2.8% 13,719 $1.9M
Lanark Financial, Inc. 0.15% No change 13,600 $1.9M
Carbahal Olsen Financial Services Group, LLC 1.55% Reduce -1.2% 13,551 $1.9M
Regions Financial Corp. 0.01% Reduce -0.8% 13,489 $1.9M
LOM Asset Management Ltd 0.58% Add +1.0% 13,404 $1.9M
TD Waterhouse Canada Inc. 0.01% Add +1.4% 13,356 $1.9M
Nwam LLC 0.10% Reduce -1.3% 13,425 $1.9M
BlackRock, Inc. 0.00% Add +3.5% 13,351 $1.9M
American Wealth Advisors, LLC 1.86% — 13,256 $1.9M
MSH Capital Advisors LLC 0.50% Add +3.8% 13,250 $1.9M
NCM Capital Management, LLC 0.73% Add +0.1% 13,240 $1.9M
David J Yvars Group 1.00% Add +0.2% 13,121 $1.9M
Investment Advisory Group, LLC 0.50% Reduce -5.2% 12,932 $1.8M
Cary Street Partners Financial LLC 0.05% Add +9.8% 12,854 $1.8M
Arkadios Wealth Advisors 0.04% Add +1.9% 12,819 $1.8M
Venture Visionary Partners LLC 0.06% Reduce -3.9% 12,802 $1.8M
PFG Investments, LLC 0.09% Reduce -0.4% 12,797 $1.8M
Principal Securities, Inc. 0.03% Reduce -0.5% 12,720 $1.8M
International Assets Investment Management, LLC 0.15% No change 13,337 $1.8M
World Investment Advisors 0.04% Add +0.1% 12,637 $1.8M
Asset Dedication, LLC 0.12% Add +0.1% 12,444 $1.8M
Simmons Bank 0.12% Reduce -1.6% 12,434 $1.8M
Main Street Financial Solutions, LLC 0.11% Add +4.6% 12,380 $1.8M
Tiaa Trust, National Association 0.00% Add +0.8% 12,375 $1.8M
Fiduciary Trust Co 0.02% Add +3.8% 12,280 $1.7M
Mission Creek Capital Partners, Inc. 0.34% Add +0.2% 12,254 $1.7M
Carnegie Investment Counsel 0.03% Reduce -6.4% 12,248 $1.7M
Cypress Capital Group 0.21% Reduce -3.7% 12,237 $1.7M
Hicks Capital Management LLC 2.82% Reduce -3.7% 12,156 $1.7M
Caldwell Trust Co 0.16% Add +19.9% 12,151 $1.7M
Patriot Investment Management Group, Inc. 0.11% Reduce -1.0% 11,947 $1.7M
Deutsche Bank AG 0.00% Add +6.6% 11,893 $1.7M
NorthRock Partners, LLC 0.03% Add +11.7% 11,885 $1.7M
Brighton Jones LLC 0.04% Add +3.6% 11,825 $1.7M
Pinnacle Bancorp, Inc. 0.49% Reduce -0.1% 11,765 $1.7M
Johnson Financial Group, Inc. 0.06% Reduce -4.3% 11,753 $1.7M
Sterling Financial Group, Inc. 0.53% No change 11,675 $1.7M
Watts Gwilliam & Co., LLC 0.27% Add +0.4% 11,559 $1.6M
Gladstone Institutional Advisory LLC 0.06% Add +3.6% 11,545 $1.6M
NorthCrest Asset Manangement, LLC 0.04% Reduce -1.6% 11,520 $1.6M
Robertson Stephens Wealth Management, LLC 0.05% Reduce -11.4% 11,533 $1.6M
Ameriflex Group, Inc. 0.61% Add +157.0% 11,428 $1.6M
Pacific Point Advisors, LLC 0.94% No change 11,383 $1.6M
Harbor Investment Advisory, LLC 0.13% Reduce -0.7% 11,328 $1.6M
Regal Investment Advisors LLC 0.10% Reduce -1.2% 11,301 $1.6M
Stonebridge Capital Advisors LLC 0.11% Reduce -5.7% 11,273 $1.6M
Park Avenue Securities LLC 0.01% New 11,226 $1.6M
Sound Income Strategies, LLC 0.09% Reduce -12.1% 11,330 $1.6M
Richwood Investment Advisors, LLC 1.25% Reduce -2.5% 11,212 $1.6M
JMG Financial Group, Ltd. 0.05% Reduce -0.8% 11,202 $1.6M
Precedent Wealth Partners, LLC 0.35% Reduce -0.0% 11,184 $1.6M
Natixis Advisors, LLC 0.00% Add +2.9% 11,182 $1.6M
Flagstar Securities, Inc. 0.49% Reduce -44.1% 11,163 $1.6M
Syntegra Private Wealth Group, LLC 0.15% Reduce -4.5% 11,153 $1.6M
First Horizon Corp. 0.07% — 11,151 $1.6M
Rwa Wealth Partners, LLC 0.02% Add +0.9% 11,056 $1.6M
Meridian Wealth Management, LLC 0.06% Add +24.4% 10,958 $1.6M
Glen Eagle Advisors, LLC 0.22% Reduce -4.1% 10,891 $1.5M
Tyche Wealth Partners LLC 0.27% Reduce -3.4% 10,885 $1.5M
Patten & Patten Inc. 0.09% Add +53.1% 10,873 $1.5M
Benjamin Edwards Inc. 0.02% Reduce -0.5% 10,866 $1.5M
Founders Financial Securities LLC 0.10% Reduce -35.4% 10,806 $1.5M
BOK Financial Private Wealth, Inc. 0.10% Reduce -0.6% 10,760 $1.5M
Welch & Forbes LLC 0.02% Reduce -2.0% 10,756 $1.5M
Global Trust Asset Management, LLC 0.69% Reduce -2.0% 10,724 $1.5M
Wedbush Securities Inc. 0.05% Reduce -79.0% 10,694 $1.5M
CRA Financial Services, LLC 0.21% Add +10.7% 10,645 $1.5M
CreativeOne Wealth, LLC 0.04% Reduce -6.8% 10,623 $1.5M
Verdence Capital Advisors LLC 0.09% Reduce -1.0% 10,560 $1.5M
Fox Hill Wealth Management 0.70% Reduce -4.8% 10,507 $1.5M
WBH Advisory Inc. 0.11% Reduce -8.0% 10,496 $1.5M
AE Wealth Management LLC 0.01% Add +32.3% 10,479 $1.5M
Vertex Planning Partners, LLC 0.28% Add +0.2% 10,418 $1.5M
Farmers National Bank 0.35% Add +5.5% 10,416 $1.5M
Citigroup Inc. 0.00% Reduce -27.9% 10,349 $1.5M
PFG Advisors 0.06% New 10,300 $1.5M
Asset Allocation & Management Company, LLC 0.62% No change 10,273 $1.5M
Invenio Wealth Partners LLC 0.53% Reduce -5.0% 10,265 $1.5M
Planned Solutions, Inc. 0.50% Add +5.7% 10,224 $1.5M
Whittier Trust Co. 0.02% Add +2.6% 10,151 $1.5M
waypoint wealth counsel 0.57% Add +0.3% 10,209 $1.5M
Sound View Wealth Advisors Group, LLC 0.10% Reduce -0.6% 10,061 $1.4M
Tompkins Financial Corp. 0.12% No change 9,975 $1.4M
Keel Point, LLC 0.09% Add +0.4% 9,956 $1.4M
Romano Brothers and Company 0.16% No change 9,953 $1.4M
First Nebraska Trust Co 0.13% Add +6.8% 9,940 $1.4M
Logan Stone Capital, LLC 0.64% Reduce -46.7% 9,918 $1.4M
Trust Point Inc. 0.11% Reduce -0.5% 9,907 $1.4M
Challenger Wealth Management 1.10% No change 9,884 $1.4M
Perigon Wealth Management, LLC 0.03% Reduce -10.9% 9,859 $1.4M
Viewpoint Capital Management LLC 0.61% Add +0.4% 9,805 $1.4M
XML Financial, LLC 0.11% Reduce -0.1% 9,769 $1.4M
Belpointe Asset Management LLC 0.05% Add +0.1% 9,762 $1.4M
Smith, Moore & Co. 0.11% Add +0.0% 9,732 $1.4M
Harbour Investments, Inc. 0.03% Add +15.4% 9,712 $1.4M
Continuum Advisory, LLC 0.14% Add +1.1% 9,651 $1.4M
Journey Advisory Group, LLC 0.10% No change 9,618 $1.4M
Marietta Investment Partners LLC 0.26% Reduce -0.7% 9,600 $1.4M
Focus Financial Network, Inc. 0.05% Reduce -3.1% 9,594 $1.4M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -0.8% 9,547 $1.4M
Fiducient Advisors LLC 0.16% Reduce -19.0% 9,509 $1.4M
Freedom Financial Partners LLC 0.51% Add +1.7% 9,462 $1.3M
Retirement Planning Co of New England, Inc. 0.54% Reduce -0.6% 9,448 $1.3M
ADG Wealth Management Group, LLC 1.06% Reduce -0.6% 9,414 $1.3M
High Falls Advisors, Inc 0.27% Reduce -14.8% 9,396 $1.3M
Occidental Asset Management, LLC 0.17% No change 9,395 $1.3M
GreatBanc Trust CO 0.91% — 9,305 $1.3M
TCI Wealth Advisors, Inc. 0.08% Add +0.1% 9,264 $1.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +0.4% 9,201 $1.3M
Choreo, LLC 0.02% Add +0.0% 9,141 $1.3M
Aptus Capital Advisors, LLC 0.01% Reduce -2.1% 9,103 $1.3M
Pettyjohn, Wood & White, Inc. 0.21% No change 9,064 $1.3M
Titleist Asset Management, LLC 0.11% Add +1.0% 9,064 $1.3M
Capital Advisors, Ltd. LLC 0.15% Add +2.0% 9,044 $1.3M
VAUGHAN & Co SECURITIES, INC. 0.68% No change 9,014 $1.3M
Rockbridge Investment Management, LCC 0.13% No change 8,969 $1.3M
Wolff Financial Management LLC 0.30% Add +0.1% 8,956 $1.3M
Independent Financial Group, LLC 0.03% Reduce -7.6% 8,949 $1.3M
Apollon Wealth Management, LLC 0.02% Add +0.0% 8,849 $1.3M
Old North State Trust, LLC 0.77% No change 8,847 $1.3M
Winthrop Advisory Group LLC 0.11% Reduce -0.8% 8,781 $1.2M
Prosperity Consulting Group, LLC 0.06% Reduce -0.3% 8,780 $1.2M
Infinity Wealth Counsel, LLC 1.21% Reduce -0.1% 8,740 $1.2M
Kohmann Bosshard Financial Services, LLC 0.13% No change 8,699 $1.2M
Flagship Wealth Advisors, LLC 0.40% Add +3.3% 8,640 $1.2M
Private Trust Co. NA 0.11% Add +2.8% 8,602 $1.2M
Embree Financial Group 0.16% Reduce -2.5% 8,524 $1.2M
O'ROURKE & COMPANY, Inc 0.51% Add +0.2% 8,521 $1.2M
ARS Investment Partners, LLC 0.08% No change 8,511 $1.2M
Rehmann Capital Advisory Group 0.07% Reduce -5.5% 8,475 $1.2M
Performance Wealth Partners, LLC 0.03% Reduce -1.0% 8,465 $1.2M
Squire Investment Management Company, LLC 0.39% Add +9.5% 8,455 $1.2M
SCS Capital Management LLC 0.01% No change 8,450 $1.2M
Edge Wealth Management LLC 0.21% Reduce -28.9% 8,447 $1.2M
Independent Wealth Network Inc. 0.38% Reduce -0.6% 8,302 $1.2M
Chatham Capital Group, Inc. 0.17% No change 8,298 $1.2M
Davidson Trust Co. 0.49% No change 8,281 $1.2M
Cove Private Wealth, LLC 0.38% No change 8,280 $1.2M
Dakota Wealth Management 0.02% Reduce -7.9% 8,234 $1.2M
Woodmont Investment Counsel LLC 0.08% Reduce -6.0% 8,233 $1.2M
Accredited Investors Inc. 0.06% Reduce -4.9% 8,175 $1.2M
Bradley Foster & Sargent Inc. 0.02% Add +1.4% 8,166 $1.2M
First National Trust Co 0.04% Reduce -0.7% 8,157 $1.2M
CoreCap Advisors, LLC 0.04% Add +65.7% 8,156 $1.2M
Guardian Wealth Advisors, LLC / NC 0.08% No change 8,136 $1.2M
Koshinski Asset Management, Inc. 0.08% Reduce -0.3% 8,131 $1.2M
Fort Washington Investment Advisors Inc. 0.01% Reduce -2.9% 8,108 $1.2M
Freestone Capital Holdings, LLC 0.04% No change 8,100 $1.2M
Axxcess Wealth Management, LLC 0.02% Add +14.3% 8,059 $1.1M
IHT Wealth Management, LLC 0.03% Reduce -1.9% 8,051 $1.1M
Alterna Wealth Management, Inc. 0.93% No change 7,957 $1.1M
Savant Capital, LLC 0.01% Reduce -18.1% 7,940 $1.1M
Claris Financial LLC 0.64% Add +6.2% 7,927 $1.1M
HM Payson & Co. 0.02% Reduce -6.4% 7,920 $1.1M
Associated Banc-Corp 0.03% Reduce -3.6% 7,845 $1.1M
Legacy Trust 0.22% No change 7,835 $1.1M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -17.6% 7,776 $1.1M
Archer Investment Corp 0.25% Add +0.0% 7,771 $1.1M
Cadence Bank 0.07% Reduce -1.8% 7,750 $1.1M
Blodgett Wealth Advisors, LLC 0.76% Reduce -24.1% 7,715 $1.1M
Dodds Wealth, LLC 0.27% Add +0.7% 7,616 $1.1M
Islay Capital Management, LLC 0.63% Reduce -3.0% 7,608 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -0.6% 7,604 $1.1M
Greenwood Capital Associates LLC 0.12% Reduce -1.1% 7,570 $1.1M
Financial Engines Advisors L.L.C. 0.00% Add +0.7% 7,540 $1.1M
Kestra Private Wealth Services, LLC 0.01% Reduce -3.5% 7,483 $1.1M
Atlas Legacy Advisors, LLC 0.20% Reduce -18.9% 7,468 $1.1M
MKT Advisors LLC 0.40% Reduce -2.7% 7,454 $1.1M
Platform Technology Partners 0.25% Reduce -13.0% 7,436 $1.1M
Concurrent Investment Advisors, LLC 0.02% Add +0.3% 7,395 $1.1M
Next Level Private LLC 0.30% Add +0.9% 7,329 $1.0M
MainStreet Investment Advisors LLC 0.14% Add +57.6% 7,343 $1.0M
Bar Harbor Wealth Management 0.06% Reduce -0.1% 7,337 $1.0M
CENTRAL TRUST Co 0.02% Reduce -1.7% 7,336 $1.0M
Argyle Capital Partners, LLC 0.75% Add +4.1% 7,331 $1.0M
Sunbelt Securities, Inc. 0.07% Reduce -55.0% 7,330 $1.0M
Atlas Private Wealth Advisors 0.25% Reduce -50.5% 7,322 $1.0M
Beacon Financial Advisory LLC 0.24% Add +0.4% 7,320 $1.0M
Guerra Pan Advisors, LLC 0.63% No change 7,279 $1.0M
Wilmington Savings Fund Society, FSB 0.02% Reduce -65.7% 7,243 $1.0M
Fulton Breakefield Broenniman LLC 0.07% Add +2.7% 7,231 $1.0M
Wellspring Financial Advisors, LLC 0.09% Add +5.9% 7,226 $1.0M
Kanawha Capital Management LLC 0.07% Reduce -4.1% 7,220 $1.0M
CVA Family Office, LLC 0.13% Add +5.3% 7,178 $1.0M
Cordgrass Capital Advisors, LLC 0.25% No change 7,176 $1.0M
Aprio Wealth Management, LLC 0.10% Reduce -1.6% 7,175 $1.0M
Sheets Smith Wealth Management 0.12% Reduce -0.9% 7,163 $1.0M
Security National Bank of So Dak 0.51% No change 7,130 $1.0M
Gould Asset Management LLC 0.19% Reduce -1.8% 7,128 $1.0M
United Community Bank 0.31% Add +34.1% 7,075 $1.0M
Code Waechter LLC 0.66% Add +1.0% 7,120 $1.0M
Pathway Financial Advisers, LLC 0.29% Add +1.4% 7,087 $1.0M
Intrust Bank NA 0.08% Reduce -0.8% 7,013 $997K
Resonant Capital Advisors, LLC 0.06% Reduce -0.8% 7,000 $995K
Sculati Wealth Management, LLC 0.35% No change 6,998 $994K
Gotham Asset Management 0.00% Add +31.2% 6,979 $992K
Apollon Financial, LLC 0.17% Reduce -4.2% 6,961 $989K
Country Club Bank 0.06% No change 6,980 $987K
Park Place Capital Corp 0.21% Reduce -7.3% 6,896 $980K
Venturi Wealth Management, LLC 0.05% Reduce -21.2% 6,890 $979K
Signet Financial Management, LLC 0.11% Reduce -11.7% 6,873 $977K
Cornerstone Wealth Group, LLC 0.07% Reduce -6.1% 6,840 $972K
Helium Advisors LLC 0.81% Add +0.7% 6,814 $968K
Merit Financial Group, LLC 0.01% Reduce -5.3% 6,761 $961K
Lakeridge Wealth Management LLC 0.42% Reduce -4.3% 6,659 $946K
CBIZ Investment Advisory Services, LLC 0.04% Add +0.4% 6,651 $945K
Strait & Sound Wealth Management LLC 0.36% No change 6,647 $945K
Citizens National Bank Trust Department 0.17% Reduce -21.9% 6,635 $943K
Capital Asset Advisory Services LLC 0.04% Reduce -5.9% 6,634 $943K
WealthTrust Axiom LLC 0.25% Add +7.9% 6,575 $934K
Waldron Private Wealth LLC 0.04% No change 6,564 $933K
Avior Wealth Management, LLC 0.03% Add +14.6% 6,564 $933K
Thomasville National Bank 0.06% Reduce -0.5% 6,543 $930K
Sageworth Trust Co 0.04% Reduce -0.1% 6,541 $929K
Eastern Bank 0.02% No change 6,521 $927K
Jupiter Wealth Management LLC 0.44% No change 6,496 $923K
Indiana Trust & Investment Management Co 0.28% No change 6,449 $916K
Capital Group Private Client Services, Inc. 0.02% Reduce -0.3% 6,413 $911K
Wealth Dimensions Group, Ltd. 0.19% Reduce -0.6% 6,363 $904K
TruWealth Advisors, LLC 0.05% Add +6.0% 6,362 $904K
Able Wealth Management LLC 0.34% No change 6,356 $903K
Roman Butler Fullerton & Co. 0.24% Reduce -8.3% 6,400 $899K
Aspiriant, LLC 0.03% No change 6,251 $888K
Dale Q Rice Investment Management Ltd 0.63% No change 6,307 $887K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.19% No change 6,231 $885K
W Advisors, LLC 0.46% No change 6,207 $882K
Appleton Partners Inc. 0.06% No change 6,184 $879K
ICONIQ Capital, LLC 0.01% Add +0.1% 6,152 $874K
Warner Financial, Inc. 0.33% Add +0.2% 6,146 $873K
Capital Advantage, Inc. 0.13% Reduce -16.4% 6,118 $869K
Astoria Portfolio Advisors LLC. 0.23% Add +9.4% 6,117 $868K
Global Retirement Partners, LLC 0.02% Reduce -1.0% 6,098 $866K
Fagan Associates, Inc. 0.12% Add +0.1% 6,091 $866K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -4.7% 6,069 $862K
Fortis Group Advisors, LLC 0.15% Reduce -35.4% 6,172 $859K
Retirement Planning Group, LLC 0.03% Reduce -0.6% 6,039 $858K
DT Investment Partners, LLC 0.07% No change 6,000 $853K
First Citizens Financial Corp 0.42% Reduce -0.3% 5,963 $847K
Chapin Davis, Inc. 0.21% Add +18.3% 5,962 $847K
Gentry Private Wealth, LLC 0.58% Reduce -68.6% 5,900 $838K
Lowe Brockenbrough & Co. Inc. 0.04% No change 5,884 $836K
GoalVest Advisory LLC 0.18% Reduce -87.1% 5,856 $832K
Moors & Cabot, Inc. 0.04% Add +0.1% 5,846 $831K
Trace Wealth Advisors, LLC 0.62% No change 5,804 $825K
Krilogy Financial LLC 0.03% New 5,934 $824K
Texas Yale Capital Corp. 0.03% No change 5,795 $823K
Dupree Financial Group, LLC 0.32% Reduce -3.7% 5,790 $823K
Cornerstone Wealth Management, LLC 0.05% Reduce -4.8% 5,764 $819K
Sumitomo Mitsui Financial Group, Inc. 0.01% Add +13.4% 5,751 $817K
M1 Capital Management LLC 0.35% Reduce -0.6% 5,715 $812K
O'shaughnessy Asset Management, LLC 0.00% Add +7.8% 5,700 $810K
Alley Investment Management Company, LLC 0.09% Reduce -0.4% 5,687 $808K
Modera Wealth Management, LLC 0.01% Reduce -0.6% 5,686 $808K
River Wealth Advisors LLC 0.09% No change 5,672 $806K
Nations Financial Group Inc, /Ia/ 0.05% Add +6.7% 5,657 $804K
Montecito Bank & Trust 0.12% — 5,582 $793K
Marco Investment Management LLC 0.06% No change 5,581 $793K
Choate Investment Advisors 0.02% No change 5,490 $780K
Cassaday & Co Wealth Management LLC 0.02% No change 5,448 $774K
Quadcap Wealth Management, LLC 0.09% Add +0.5% 5,364 $762K
Savvy Advisors, Inc. 0.04% Add +1.7% 5,355 $761K
Flywheel Private Wealth LLC 0.59% No change 5,294 $752K
MassMutual Private Wealth & Trust, FSB 0.02% Add +104.7% 5,280 $750K
Signature Estate & Investment Advisors LLC 0.02% Reduce -1.9% 5,267 $748K
Naples Global Advisors, LLC 0.06% Add +5.0% 5,253 $746K
Versant Capital Management, Inc 0.10% No change 5,249 $746K
TCP Asset Management, LLC 0.13% Add +0.1% 5,246 $745K
Trivium Point Advisory, LLC 0.08% Reduce -33.7% 5,230 $743K
CapWealth Advisors, LLC 0.07% Add +10.2% 5,211 $740K
Old Mission Investment Co LLC 0.18% Reduce -0.5% 5,204 $739K
WJ Financial Advisors LLC 0.72% — 5,188 $737K
First Manhattan Co. Llc. 0.00% Reduce -5.2% 5,180 $736K
Leo Wealth, LLC 0.10% Add +0.5% 5,167 $734K
James Investment Research, Inc. 0.08% Add +16.4% 5,159 $733K
Daymark Wealth Partners, LLC 0.02% Add +1.9% 5,149 $732K
Jackson Hole Capital Partners, LLC 0.12% Add +1.7% 5,128 $729K
Ignite Planners, LLC 0.12% Add +0.1% 5,127 $729K
WealthPLAN Partners, LLC 0.11% Reduce -3.7% 5,125 $728K
Greenfield Savings Bank 0.31% Add +3.5% 5,120 $728K
Exchange Traded Concepts, LLC 0.01% Reduce -3.7% 5,102 $725K
Ocean Park Asset Management, LLC 0.03% Reduce -2.5% 5,069 $720K
Juncture Wealth Strategies, LLC 0.24% Reduce -0.9% 5,047 $717K
Lodestar Private Asset Management LLC 0.07% Add +0.1% 5,034 $715K
New England Private Wealth Advisors LLC 0.09% Add +0.5% 5,017 $713K
Ausdal Financial Partners, Inc. 0.03% Add +0.2% 5,015 $713K
Greenleaf Trust 0.01% No change 4,984 $708K
Trust Co. of Vermont 0.03% Add +4.1% 4,975 $707K
Aspen Grove Capital, LLC 0.12% Reduce -22.7% 4,969 $706K
Rik Saylor Financial, Inc. 0.51% Reduce -0.5% 4,948 $703K
North Forty Two & Co. 0.68% No change 4,902 $697K
Montis Financial, LLC 0.16% New 4,898 $696K
Great Valley Advisor Group, Inc. 0.01% Add +3.2% 4,894 $696K
Diversified Trust Co. 0.01% Add +81.9% 4,878 $693K
Bedel Financial Consulting, Inc. 0.09% No change 4,851 $689K
Warwick Investment Management, Inc. 0.12% No change 4,851 $689K
Fusion Family Wealth, LLC 0.05% Add +2.5% 4,838 $688K
Crestwood Advisors Group, LLC 0.01% No change 4,768 $678K
Portland Global Advisors LLC 0.08% No change 4,750 $675K
Coordinated Financial Services, Inc. 0.44% New 4,740 $674K
MGB Wealth Management, LLC 0.19% Add +1.3% 4,731 $672K
Trust Co. of Toledo NA 0.07% Reduce -8.1% 4,719 $671K
Strategies Wealth Advisors, LLC 0.07% Add +0.6% 4,710 $669K
SVB Wealth LLC 0.04% Reduce -2.0% 4,709 $669K
Weatherly Asset Management L. P. 0.06% Reduce -0.5% 4,695 $667K
Brown Brothers Harriman & Co. 0.00% Add +2.2% 4,687 $666K
Thrivent Financial for Lutherans 0.00% Reduce -67.4% 4,689 $666K
Evermay Wealth Management LLC 0.08% Reduce -2.4% 4,673 $664K
Prelude Capital Management, LLC 0.05% Reduce -26.0% 4,672 $664K
Welch Group, LLC 0.03% Add +4.5% 4,662 $662K
Mascoma Wealth Management LLC 0.15% Add +0.1% 4,639 $659K
Keystone Wealth Services, LLC 0.14% Reduce -1.7% 4,634 $658K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -21.6% 4,630 $658K
BIP Wealth, LLC 0.03% No change 4,572 $650K
Connable Office Inc. 0.06% Add +44.6% 4,556 $647K
Florida Trust Wealth Management Co 0.02% Reduce -1.4% 4,546 $646K
Mowery & Schoenfeld Wealth Management, LLC 1.11% No change 4,545 $646K
Regent Peak Wealth Advisors LLC 0.13% — 4,517 $642K
Spire Wealth Management 0.02% No change 4,466 $635K
Fonville Wealth Management LLC 0.14% Reduce -3.6% 4,462 $634K
Compass Ion Advisors, LLC 0.06% No change 4,456 $633K
Selective Wealth Management, Inc. 0.20% Add +0.5% 4,443 $633K
Ledyard National Bank 0.06% Reduce -8.8% 4,452 $633K
SouthState Bank Corp 0.03% Reduce -18.6% 4,447 $632K
Ascent Group, LLC 0.02% Add +34.9% 4,433 $630K
Dearborn Partners LLC 0.03% No change 4,411 $627K
Investors Research Corp 0.12% Reduce -1.1% 4,409 $627K
Heartwood Wealth Advisors LLC 0.06% No change 4,409 $627K
Kingsview Wealth Management, LLC 0.01% Add +0.1% 4,394 $624K
Summit Financial Strategies, Inc. 0.05% No change 4,392 $624K
Catalyst Financial Partners LLC 0.08% Reduce -1.8% 4,389 $624K
SkyOak Wealth, LLC 0.12% No change 4,369 $621K
HUB Investment Partners, LLC 0.02% Reduce -2.1% 4,351 $618K
Purkiss Capital Advisors LLC 0.29% Add +32.4% 4,339 $617K
Quest 10 Wealth Builders, Inc. 0.57% Reduce -4.5% 4,321 $614K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -9.8% 4,290 $610K
Alerus Financial NA 0.03% Add +29.8% 4,290 $610K
Arthur M. Cohen & Associates, LLC 0.10% Add +0.5% 4,269 $607K
Fiduciary Group, LLC 0.05% No change 4,264 $606K
Bellevue Asset Management, LLC 0.28% Add +0.4% 4,229 $601K
KFG Wealth Management, LLC 0.09% Reduce -1.6% 4,223 $600K
Regatta Capital Group, LLC 0.09% Add +0.6% 4,164 $592K
Madrona Financial Services, LLC 0.13% Reduce -0.5% 4,155 $590K
Apella Capital, LLC 0.01% Add +0.0% 4,235 $590K
Steinberganna Wealth Management 0.28% — 4,121 $586K
Centaurus Financial, Inc. 0.03% Reduce -18.8% 4,117 $585K
Nvwm, LLC 0.13% Reduce -16.3% 4,081 $580K
Peddock Capital Advisors, LLC 0.12% Add +0.1% 4,048 $575K
Barrett & Company, Inc. 0.20% Add +18.1% 4,045 $575K
Realta Investment Advisors 0.19% Reduce -0.3% 4,042 $574K
Integris Wealth Management, LLC 0.14% No change 4,036 $574K
GFS Advisors, LLC 0.07% Add +0.9% 4,033 $573K
Jaffetilchin Investment Partners, LLC 0.03% Reduce -2.0% 4,016 $571K
Harpswell Capital Advisors, LLC 0.54% — 4,000 $568K
Rockwood Wealth Management, LLC 0.05% Reduce -0.6% 3,994 $568K
Ellsworth Advisors, LLC 0.12% New 4,000 $566K
LexAurum Advisors, LLC 0.08% Add +0.0% 3,977 $565K
Pps&v Asset Management Consultants, Inc. 0.33% No change 3,972 $564K
Mgo One Seven LLC 0.01% Reduce -34.3% 3,967 $564K
Cahaba Wealth Management, Inc. 0.04% Add +0.6% 3,959 $563K
Samalin Investment Counsel, LLC 0.19% Add +0.3% 3,957 $562K
BBR Partners, LLC 0.03% Reduce -3.2% 3,926 $558K
IRON Financial LLC 0.27% Add +68.5% 3,905 $555K
Chilton Capital Management LLC 0.02% Add +108.1% 3,893 $553K
Charter Capital Management, LLC\DE 0.30% Reduce -5.8% 3,873 $550K
Signaturefd, LLC 0.01% Add +72.3% 3,851 $547K
Leavell Investment Management, Inc. 0.02% Reduce -26.6% 3,850 $547K
Integrity Alliance, Llc. 0.03% Add +22.1% 3,832 $545K
Triangle Securities Wealth Management 0.12% No change 3,825 $544K
Neumann Capital Management, LLC 0.16% No change 3,819 $543K
SeaCrest Wealth Management, LLC 0.06% Reduce -6.6% 3,823 $543K
Atlantic Union Bankshares Corp 0.01% Add +34.9% 3,804 $541K
Breakwater Capital Group 0.08% Reduce -2.8% 3,739 $531K
Summit Financial, LLC 0.01% Add +6.8% 3,734 $531K
Mayport, LLC 0.11% Add +0.1% 3,726 $529K
West Paces Advisors Inc. 0.10% Add +6.3% 3,714 $528K
Worth Financial Advisory Group, LLC 0.30% Add +33.3% 3,702 $526K
Schnieders Capital Management, Llc. 0.09% — 3,701 $526K
Hoese & Co LLP 0.40% Reduce -17.8% 3,695 $525K
Atria Investments, Inc 0.01% Reduce -0.3% 3,691 $525K
Red Tortoise LLC 0.23% Add +0.1% 3,641 $517K
Interchange Capital Partners, LLC 0.10% Add +2.5% 3,632 $516K
FSA Investment Group, LLC 0.32% Add +0.9% 3,623 $516K
Bull Street Advisors, LLC 0.24% No change 3,625 $515K
Procyon Advisors, LLC 0.03% No change 3,608 $513K
Clark Capital Management Group, Inc. 0.00% Add +2.0% 3,605 $512K
Exencial Wealth Advisors, LLC 0.02% Add +2.6% 3,602 $512K
Thrive Capital Management, LLC 0.13% Reduce -5.2% 3,601 $512K
TFC Financial Management, Inc. 0.07% Add +0.8% 3,597 $511K
Weaver Consulting Group 0.13% No change 3,594 $511K
Rogco, LP 0.18% No change 3,590 $510K
Pines Wealth Management, LLC 0.17% No change 3,572 $508K
Navis Wealth Advisors, LLC 0.38% Add +0.2% 3,566 $507K
Trilogy Capital Inc. 0.02% Reduce -0.6% 3,556 $505K
Anb Bank 0.20% Reduce -15.6% 3,524 $501K
Mezzasalma Advisors, LLC 0.13% Reduce -10.7% 3,507 $498K
Bangor Savings Bank 0.04% Reduce -0.0% 3,506 $498K
Bank of New Hampshire 0.11% No change 3,500 $497K
HSBC Holdings PLC 0.00% Reduce -79.0% 3,490 $496K
Hixon Zuercher, LLC 0.15% Reduce -0.2% 3,482 $495K
Investment Partners, LTD. 0.17% Add +0.1% 3,472 $493K
TFB Advisors LLC 0.14% Reduce -17.6% 3,483 $492K
Simplicity Wealth,LLC 0.03% No change 3,454 $491K
Cambridge Advisors Inc. 0.10% Add +6.2% 3,450 $490K
Carl P. Sherr & Co., LLC 0.23% No change 3,432 $488K
Insight Wealth Strategies, LLC 0.06% Add +0.8% 3,421 $486K
Baring Financial LLC 0.33% Reduce -3.2% 3,406 $484K
Litman Gregory Wealth Management LLC 0.04% No change 3,400 $483K
Zions Bancorporation, National Association 0.02% No change 3,390 $482K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -6.0% 3,385 $481K
Chancellor Financial Group WB LP 0.34% No change 3,383 $481K
Sage Capital Management, LLC 0.22% Add +0.8% 3,380 $480K
Secure Asset Management, LLC 0.08% Add +0.4% 3,365 $479K
Allie Family Office LLC 0.23% No change 3,370 $479K
Mather Group, Llc. 0.00% Add +4.2% 3,363 $478K
M. Kulyk & Associates, LLC 0.10% Reduce -0.4% 3,355 $477K
Birchcreek Wealth Management, LLC 0.25% Add +0.1% 3,349 $476K
Journey Strategic Wealth LLC 0.01% Reduce -0.4% 3,318 $471K
Farmers & Merchants Investments Inc. 0.01% No change 3,294 $468K
Smith Thornton Advisors LLC 0.24% No change 3,275 $465K
Clear Harbor Asset Management, LLC 0.03% Reduce -14.9% 3,270 $465K
180 Wealth Advisors, LLC 0.06% Reduce -6.6% 3,267 $464K
Strategic Wealth Partners, Ltd. 0.03% No change 3,264 $464K
Ritter Daniher Financial Advisory LLC / DE 0.08% No change 3,251 $462K
Caprock Group, LLC 0.01% — 3,239 $459K
QRG Capital Management, Inc. 0.01% Reduce -58.6% 3,207 $456K
ProVise Management Group, LLC 0.03% No change 3,193 $454K
Aspire Capital Advisors LLC 0.11% No change 3,180 $452K
Optimum Investment Advisors 0.18% Add +0.0% 3,174 $451K
WFA of San Diego, LLC 0.31% No change 3,161 $449K
Certuity, LLC 0.03% Add +14.3% 3,149 $447K
Lee Danner & Bass Inc. 0.03% Add +5.9% 3,120 $443K
Vision Capital Management, Inc. 0.05% No change 3,099 $440K
Jamison Private Wealth Management, Inc. 0.06% Add +0.1% 3,090 $439K
Total Clarity Wealth Management, Inc. 0.12% Reduce -9.2% 3,067 $436K
Future Financial Wealth Managment LLC 0.27% No change 3,065 $436K
Continuum Wealth Advisors, LLC 0.19% No change 3,058 $435K
Thrive Wealth Management, LLC 0.07% Add +0.1% 3,051 $434K
Parsons Capital Management Inc. 0.02% Reduce -10.2% 3,042 $432K
Primoris Wealth Advisors, LLC 0.27% Reduce -0.8% 3,026 $430K
Pension & Wealth Management Advisors, Inc. 0.14% Add +0.9% 3,023 $430K
Moss Adams Wealth Advisors LLC 0.03% No change 3,013 $428K
RFG Advisory, LLC 0.01% Add +31.9% 3,008 $427K
Northstar Group, Inc. 0.07% Reduce -3.8% 3,008 $427K
Smith Chas P & Associates Pa Cpas 0.04% Reduce -18.1% 3,004 $427K
Horizon Investments, LLC 0.01% Add +1.7% 3,004 $427K
Providence Capital Advisors, LLC 0.07% Reduce -0.3% 3,002 $427K
TrueWealth Advisors, LLC 0.12% No change 3,000 $426K
SlateStone Wealth, LLC 0.04% Reduce -6.5% 2,998 $426K
Advisors Capital Management, LLC 0.01% Add +66.2% 2,974 $423K
Provident Wealth Management, LLC 0.13% Reduce -11.7% 2,964 $421K
Nikulski Financial, Inc. 0.11% Reduce -17.0% 2,961 $421K
NORTHSTAR ASSET MANAGEMENT Co 0.09% No change 2,960 $421K
Waters Parkerson & Co., LLC 0.02% No change 2,960 $421K
John Boyer, Inc. 0.42% — 2,962 $421K
Arrowroot Family Office, LLC 0.17% Add +2.4% 2,944 $418K
Essex Bank 0.09% Reduce -0.7% 2,926 $416K
2UniFi Bank 0.21% No change 2,925 $416K
AF Advisors, Inc. 0.17% Add +0.2% 2,915 $414K
Sage Capital Advisors,llc 0.10% Add +0.9% 2,914 $414K
FC Advisory LLC 0.12% Add +0.6% 2,902 $412K
First Fiduciary Investment Counsel, Inc. 0.08% No change 2,872 $408K
HCR Wealth Advisors 0.04% Reduce -14.8% 2,873 $408K
Sonora Investment Management Group, LLC 0.03% No change 2,860 $406K
Pflug Koory, LLC 0.19% Add +0.1% 2,852 $405K
Busey Bank 0.01% Reduce -1.7% 2,848 $405K
Stiles Financial Services Inc 0.13% Add +0.5% 2,848 $405K
Vantage Investment Partners, LLC 0.03% No change 2,845 $404K
STAR Financial Bank 0.24% No change 2,840 $404K
PBMares Wealth Management LLC 0.07% Add +0.1% 2,830 $402K
BLB&B Advisors, LLC 0.02% Add +1.9% 2,823 $401K
Dixon Fnancial Services, Inc. 0.18% No change 2,805 $399K
Obermeyer Wealth Partners 0.02% No change 2,799 $398K
Courage Miller Partners, LLC 0.12% Add +0.0% 2,796 $397K
Compound Planning, Inc. 0.01% Add +2.7% 2,785 $396K
Silvercrest Asset Management Group LLC 0.00% No change 2,764 $393K
Balanced Wealth Group LLC 0.17% No change 2,891 $391K
Sentinel Trust Co. Lba 0.04% No change 2,755 $391K
Alpine Bank Wealth Management 0.06% No change 2,750 $391K
Henrickson Nauta Wealth Advisors, Inc. 0.12% Reduce -1.0% 2,741 $389K
Fairvoy Private Wealth, LLC 0.09% No change 2,734 $389K
Oakworth Capital, Inc. 0.02% No change 2,713 $386K
North Star Asset Management Inc. 0.02% Add +58.5% 2,710 $385K
PMG Wealth Management, Inc. 0.29% No change 2,708 $385K
Ironwood Investment Counsel, LLC 0.06% No change 2,708 $385K
StoneX Group Inc. 0.02% Reduce -2.7% 2,707 $385K
Northwest Financial Advisors 0.49% Add +0.3% 2,706 $385K
Invested Advisors 0.56% — 2,938 $385K
YANKCOM Partnership 0.17% No change 2,700 $384K
Hunter Associates Investment Management LLC 0.05% Reduce -0.4% 2,691 $383K
CFM Wealth Partners LLC 0.06% No change 2,693 $383K
LongView Wealth Management 0.10% Add +0.1% 2,690 $382K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +0.2% 2,680 $381K
Southland Equity Partners LLC 0.08% Reduce -0.1% 2,680 $381K
Cardiff Park Advisors, LLC 0.03% No change 2,671 $379K
Donald L. Hagan, LLC 0.19% No change 2,670 $379K
Brookstone Capital Management 0.00% Reduce -0.7% 2,664 $378K
NewSquare Capital LLC 0.03% Add +0.0% 2,650 $377K
Capital Advisors Inc. 0.01% Reduce -0.4% 2,628 $373K
Prepared Retirement Institute LLC 0.19% New 2,626 $373K
Camden National Bank 0.05% Reduce -29.1% 2,624 $373K
Tudor Financial Inc. 0.20% No change 2,619 $372K
Wedmont Private Capital 0.01% No change 2,606 $371K
Palisade Asset Management, LLC 0.03% No change 2,590 $368K
KPP Advisory Services LLC 0.05% No change 2,588 $368K
Gainplan LLC 0.16% Reduce -0.6% 2,578 $366K
Strategic Family Wealth Counselors, L.L.C. 0.09% No change 2,572 $366K
Glassman Wealth Services 0.05% No change 2,569 $365K
Biltmore Family Office, LLC 0.05% No change 2,567 $365K
Mma Asset Management LLC 0.12% Reduce -30.5% 2,567 $365K
American Financial & Tax Strategies Inc. 0.18% No change 2,553 $363K
Cantor Fitzgerald Investment Advisors L.P. 0.02% No change 2,548 $362K
Calamos Wealth Management LLC 0.01% No change 2,533 $360K
Rockland Trust Co. 0.01% No change 2,531 $360K
Commonwealth Financial Services, LLC 0.06% Reduce -0.3% 2,528 $359K
Soltis Investment Advisors LLC 0.02% Add +4.8% 2,516 $358K
Marquette Asset Management, LLC 0.05% No change 2,508 $356K
WoodTrust Financial Corp 0.04% Add +5.7% 2,504 $356K
Passive Capital Management, LLC. 0.12% No change 2,500 $355K
Mengis Capital Management, Inc. 0.07% No change 2,500 $355K
Creekmur Asset Management LLC 0.06% Reduce -11.7% 2,496 $355K
GM Advisory Group, LLC 0.01% Add +10.5% 2,480 $352K
Arbor Investment Advisors, LLC 0.04% Add +9.4% 2,478 $352K
AllSquare Wealth Management LLC 0.19% No change 2,476 $352K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +0.3% 2,475 $352K
Nicolet Bankshares Inc. 0.06% Reduce -35.0% 2,475 $352K
Elk River Wealth Management LLC 0.06% No change 2,471 $351K
Mystic Asset Management, Inc. 0.08% No change 2,464 $350K
Cornerstone Advisory, LLC 0.03% Add +0.5% 2,453 $349K
Silver Oak Securities, Incorporated 0.03% Reduce -1.7% 2,437 $346K
Rodgers Brothers Inc. 0.04% No change 2,422 $344K
JB Capital LLC 0.01% Add +10.4% 2,407 $342K
BridgePort Financial Solutions, LLC 0.09% Add +1.9% 2,405 $342K
Twele Capital Management, Inc. 0.06% Reduce -17.0% 2,401 $341K
United Bank 0.04% No change 2,399 $341K
Pacific Sun Financial Corp 0.16% No change 2,392 $340K
Calton & Associates, Inc. 0.05% Reduce -8.6% 2,386 $339K
Philadelphia Trust Co. 0.02% Add +0.8% 2,383 $339K
Benedict Financial Advisors Inc. 0.07% Reduce -10.8% 2,379 $338K
Cambridge Financial Group, LLC 0.11% New 2,359 $335K
Capital Investment Advisory Services, LLC 0.03% Add +6.4% 2,358 $335K
Northwest Bancshares, Inc. 0.06% Reduce -4.1% 2,353 $334K
GW&K Investment Management, LLC 0.00% Add +10.3% 2,351 $334K
Highview Capital Management LLC 0.12% No change 2,348 $334K
Fogel Capital Management, Inc. 0.15% No change 2,345 $333K
Northeast Investment Management 0.01% Add +7.7% 2,341 $333K
First Heartland Consultants, Inc. 0.03% Reduce -4.7% 2,339 $332K
Pure Financial Advisors, LLC 0.01% Add +25.6% 2,339 $332K
Clifford Swan Investment Counsel LLC 0.01% No change 2,333 $332K
Clarus Group, Inc. 0.12% No change 2,329 $331K
Pettinga Financial Advisors LLC 0.06% Add +47.6% 2,325 $330K
Money Concepts Capital Corp. 0.02% Add +8.7% 2,323 $330K
Coastal Bridge Advisors, LLC 0.03% No change 2,321 $330K
Access Financial Services, Inc. 0.12% No change 2,317 $329K
Clientfirst Wealth Management, LLC 0.26% No change 2,285 $325K
TBH Global Asset Management, LLC 0.06% New 2,276 $323K
Affiance Financial, LLC 0.06% No change 2,275 $323K
One Capital Management, LLC 0.01% Reduce -0.0% 2,267 $322K
Fairfield Financial Advisors, LTD 0.11% New 2,267 $322K
City National Bank of Florida 0.21% No change 2,263 $322K
Heritage Wealth Advisors 0.01% No change 2,260 $321K
Orleans Capital Management Corp. 0.21% Reduce -15.1% 2,250 $320K
HWG Holdings LP 0.08% No change 2,250 $320K
Castle Wealth Management LLC 0.11% No change 2,242 $319K
Certified Advisory Corp 0.03% No change 2,240 $318K
Bouvel Investment Partners, LLC 0.10% Reduce -4.2% 2,237 $318K
Grove Bank & Trust 0.04% Reduce -9.2% 2,226 $316K
Pacific Capital Wealth Advisors, Inc. 0.05% No change 2,209 $314K
Grandview Asset Management LLC 0.09% Reduce -6.5% 2,204 $313K
Plante Moran Financial Advisors, LLC 0.02% Reduce -3.1% 2,187 $311K
American Institute for Advanced Investment Management, LLP 0.20% No change 2,181 $310K
Flputnam Investment Management Co. 0.00% Reduce -36.0% 2,170 $308K
Founders Financial Alliance, LLC 0.06% Add +49.4% 2,162 $307K
Connecticut Wealth Management, LLC 0.01% No change 2,156 $306K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -9.8% 2,151 $306K
Childress Capital Advisors, LLC 0.06% New 2,146 $305K
Pacific Center for Financial Services 0.08% Reduce -1.8% 2,137 $304K
Hoffman, Alan N Investment Management 0.13% No change 2,134 $303K
FSA Wealth Management LLC 0.11% Add +0.1% 2,134 $303K
Silverlake Wealth Management LLC 0.07% Reduce -0.8% 2,133 $303K
Orion Capital Management LLC 0.11% No change 2,130 $303K
First Western Trust Bank 0.01% Add +0.5% 2,126 $302K
AdvisorNet Financial, Inc 0.02% Add +0.3% 2,116 $301K
Investors Asset Management of Georgia Inc. /Ga/ 0.13% No change 2,113 $300K
Avidian Wealth Enterprises, LLC 0.01% Reduce -11.7% 2,113 $300K
Gilman Hill Asset Management, LLC 0.05% No change 2,110 $300K
Harbor Asset Planning, Inc. 0.27% Add +0.9% 2,107 $299K
Insight Advisors, LLC/ PA 0.05% Add +0.3% 2,103 $299K
Ritholtz Wealth Management 0.01% Reduce -0.7% 2,103 $299K
Traphagen Investment Advisors LLC 0.03% Add +23.0% 2,097 $298K
BlueChip Wealth Advisors LLC 0.13% Reduce -10.7% 2,092 $297K
Avantax Planning Partners, Inc. 0.01% No change 2,082 $296K
American Trust 0.03% Add +4.9% 2,080 $296K
Private Wealth Asset Management, LLC 0.03% Reduce -27.2% 2,075 $295K
Heritage Financial Services, LLC 0.03% No change 2,064 $293K
Accelerate Investment Advisors LLC 0.20% Add +0.2% 2,061 $293K
First American Bank 0.02% No change 2,050 $291K
Foster Group, Inc. 0.01% New 2,050 $291K
CIBC Asset Management Inc 0.00% No change 2,050 $291K
Sigma Investment Counselors Inc. 0.02% No change 2,045 $291K
Neuberger Berman Group LLC 0.00% Add +10.8% 2,044 $290K
Bluespring Wealth Management, LLC 0.03% Add +0.4% 2,043 $290K
Staley Capital Advisers Inc. 0.01% No change 2,041 $290K
Meeder Advisory Services, Inc. 0.01% Reduce -21.3% 2,035 $289K
LCNB Corp. 0.10% Add +3.2% 2,027 $288K
ABLE Financial Group, LLC 0.06% Reduce -0.7% 2,027 $288K
Montag A & Associates Inc. 0.01% No change 2,026 $288K
Stillwater Capital Advisors, LLC 0.03% No change 2,021 $287K
Carson Advisory Inc. 0.15% No change 2,009 $285K
Provenance Wealth Advisors, LLC 0.04% No change 2,008 $285K
South Plains Financial, Inc. 0.18% No change 2,008 $285K
Bantamac Capital, LLC 0.21% No change 2,000 $284K
Gridiron Partners, LLC 0.16% No change 2,000 $284K
Augustine Asset Management Inc. 0.06% No change 2,000 $284K
KFA Private Wealth Group, LLC 0.08% Reduce -0.1% 1,988 $282K
Colonial Trust Advisors 0.02% Reduce -3.0% 1,980 $281K
Avion Wealth 0.06% No change 1,978 $281K
Melfa Wealth Management, Inc. 0.16% Add +2.6% 1,975 $281K
Global Wealth Management Investment Advisory, Inc. 0.05% New 1,975 $281K
Sepio Capital, LP 0.02% No change 1,975 $281K
Denver Wealth Management, Inc. 0.10% Reduce -3.7% 1,970 $280K
Forum Financial Management, LP 0.00% No change 1,966 $279K
Sterling Wealth Management, Inc. 0.08% No change 1,961 $279K
Cobblestone Capital Advisors LLC 0.01% Reduce -8.5% 1,959 $278K
Perennial Investment Advisors, LLC 0.02% Reduce -2.3% 1,957 $278K
Westmount Partners, LLC 0.07% Reduce -15.5% 1,941 $276K
Sensible Money, LLC 0.09% Reduce -4.7% 1,944 $276K
Altus Wealth Group LLC 0.11% No change 1,936 $275K
Capital Investment Counsel, LLC 0.04% Reduce -7.2% 1,935 $275K
Pine Valley Investments Ltd Liability Co 0.01% Add +0.8% 1,926 $274K
Legacy Advisors, LLC 0.03% — 1,924 $273K
Sterling Financial Planning, Inc. 0.09% No change 1,922 $273K
Wealthcare Capital Partners, LLC 0.12% Add +0.9% 1,906 $271K
Security National Bank of Sioux City Iowa 0.18% Reduce -12.0% 1,905 $271K
Dudley Capital Management, LLC 0.12% No change 1,900 $270K
CFO4Life Group, LLC 0.04% No change 1,900 $270K
Grandfield & Dodd, LLC 0.02% No change 1,899 $270K
Vicus Capital 0.02% Reduce -0.5% 1,888 $268K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +0.2% 1,871 $266K
Dynamic Advisor Solutions LLC 0.01% Reduce -16.9% 1,869 $266K
Olistico Wealth, LLC 0.14% Reduce -2.4% 1,863 $265K
Gateway Wealth Partners, LLC 0.04% No change 1,856 $264K
Spirepoint Private Client, LLC 0.03% No change 1,853 $263K
Bristlecone Advisors, LLC 0.02% Add +1.9% 1,842 $262K
Onyx Bridge Wealth Group LLC 0.03% New 1,842 $262K
American Financial Advisors, LLC 0.03% Add +0.1% 1,840 $262K
Cedar Wealth Management, LLC 0.08% Reduce -5.3% 1,840 $261K
Rothschild Investment LLC 0.01% No change 1,840 $261K
Anchor Investment Management, LLC 0.02% Add +0.8% 1,837 $261K
McKinley Carter Wealth Services, Inc. 0.01% No change 1,835 $261K
Bryn Mawr Trust Advisors, LLC 0.01% Add +2.2% 1,832 $260K
Triumph Capital Management 0.07% New 1,826 $259K
Latitude Advisors, LLC 0.12% Add +15.3% 1,800 $256K
Susquehanna International Group, LLP 0.00% Reduce -85.0% 1,800 $256K
Lauterbach Financial Advisors, LLC 0.13% No change 1,790 $254K
CoreFirst Bank & Trust 0.14% No change 1,779 $253K
Norden Group LLC 0.03% No change 1,773 $252K
Cairn Investment Group, Inc. 0.11% No change 1,742 $248K
Highline Wealth Partners LLC 0.07% Add +15.8% 1,745 $248K
AtlasMark Financial, Inc 0.17% No change 1,743 $248K
Allegheny Financial Group 0.05% Add +0.3% 1,731 $246K
Gray Private Wealth, LLC 0.12% No change 1,729 $246K
Diversified Enterprises, LLC 0.02% Reduce -1.5% 1,728 $245K
Annex Advisory Services, LLC 0.01% No change 1,714 $244K
Mitchell McLeod Pugh & Williams Inc. 0.04% No change 1,721 $243K
Motco 0.02% No change 1,711 $243K
GWN Securities Inc. 0.06% Reduce -26.3% 1,706 $242K
DF Dent & Co. Inc. 0.00% No change 1,705 $242K
Maia Wealth LLC 0.04% Reduce -7.9% 1,723 $242K
Vise Technologies, Inc. 0.01% Reduce -32.5% 1,702 $242K
Dunhill Financial, LLC 0.08% Reduce -3.8% 1,702 $242K
Hickory Point Bank & Trust 0.18% No change 1,698 $241K
Hoxton Planning & Management, LLC 0.08% No change 1,695 $241K
Channel Wealth LLC 0.06% New 1,693 $241K
TCV Trust & Wealth Management, Inc. 0.02% No change 1,692 $240K
BCS Private Wealth Management, Inc. 0.09% New 1,691 $240K
Piscataqua Savings Bank 0.19% No change 1,690 $240K
Semus Wealth Partners LLC 0.14% Reduce -2.5% 1,683 $239K
Sard Wealth Management Group, LLC 0.14% Add +0.4% 1,682 $239K
Uhlmann Price Securities, LLC 0.15% No change 1,680 $239K
Francis Financial, Inc. 0.04% No change 1,675 $238K
Middleton & Co. Inc. 0.03% No change 1,675 $238K
Garden State Investment Advisory Services LLC 0.06% Add +2.5% 1,663 $236K
Insight Inv LLC 0.14% No change 1,662 $236K
Kelly Financial Group LLC 0.06% New 1,661 $236K
Pasadena Private Wealth, LLC 0.03% Add +0.3% 1,660 $236K
Chemistry Wealth Management LLC 0.05% No change 1,657 $235K
Wealth Advisory Solutions, LLC 0.06% No change 1,648 $234K
Prosperity Financial Group, Inc. 0.09% No change 1,647 $234K
Ring Mountain Capital, LLC 0.13% Reduce -3.5% 1,649 $234K
Clearstead Trust, LLC 0.04% Add +193.4% 1,643 $233K
Moneco Advisors, LLC 0.02% Add +0.1% 1,638 $233K
Morton Capital Management LLC 0.04% No change 1,638 $233K
First Merchants Corp. 0.01% No change 1,632 $232K
Allred Capital Management, LLC 0.08% No change 1,633 $232K
Berman McAleer LLC 0.03% — 1,628 $231K
ARS Wealth Advisors Group, LLC 0.02% No change 1,628 $231K
Unified Investment Management 0.23% No change 1,627 $231K
Duncan Williams Asset Management, LLC 0.07% Add +0.9% 1,627 $231K
Parkside Financial Bank & Trust 0.02% Add +0.1% 1,625 $231K
1 North Wealth Services LLC 0.09% Reduce -0.4% 1,625 $231K
Phillips Financial Management, LLC 0.02% Reduce -0.4% 1,625 $231K
Tucker Asset Management LLC 0.07% Add +1489.2% 1,621 $230K
Visionary Wealth Advisors 0.01% Reduce -3.9% 1,617 $230K
St Germain D J Co. Inc. 0.01% Add +1.4% 1,616 $230K
Fidelity D & D Bancorp Inc. 0.13% No change 1,614 $229K
Sagespring Wealth Partners, LLC 0.00% Add +3.3% 1,613 $229K
Crumly & Associates Inc. 0.05% New 1,607 $228K
TABR Capital Management, LLC 0.16% Add +0.9% 1,609 $228K
Firestone Capital Management 0.05% No change 1,601 $228K
OneAscent Family Office, LLC 0.18% No change 1,600 $227K
Arq Wealth Advisors, LLC 0.07% No change 1,600 $227K
Carderock Capital Management Inc. 0.06% No change 1,600 $227K
Ashton Thomas Securities, LLC 0.03% New 1,600 $227K
Colonial Trust Co / SC 0.03% Reduce -35.9% 1,595 $227K
Mustico Financial Group, Inc. 0.23% New 1,595 $226K
United Asset Strategies, Inc. 0.02% No change 1,592 $226K
Adapt Wealth Advisors, LLC 0.08% No change 1,590 $226K
KOM Wealth Management Group, LLC 0.17% Add +0.3% 1,579 $224K
Founders Grove Wealth Partners, LLC 0.05% New 1,576 $224K
Howard Wealth Management, LLC 0.10% Reduce -2.1% 1,574 $224K
Wick Capital Partners, LLC 0.05% Reduce -22.8% 1,574 $224K
Seneca Financial Advisors LLC 0.07% Add +0.6% 1,573 $224K
Van Hulzen Asset Management, LLC 0.02% No change 1,567 $223K
Azimuth Capital Investment Management LLC 0.01% No change 1,567 $223K
Scratch Capital LLC 0.15% New 1,565 $222K
BTG Pactual Asset Management US LLC 0.03% Reduce -18.0% 1,672 $222K
Sterling Investment Advisors LLC 0.11% Reduce -37.5% 1,559 $222K
Hubbell Strickland Wealth Management, LLC 0.09% Add +0.9% 1,548 $220K
Breakwater Investment Management 0.08% Reduce -0.6% 1,548 $220K
Manuka Financial, LLC 0.14% Reduce -19.2% 1,548 $220K
Rise Advisors, LLC 0.08% No change 1,544 $219K
Northstar Advisory Group, LLC 0.09% Reduce -4.4% 1,540 $219K
MRWM Advisors, LLC 0.12% No change 1,537 $218K
Institute for Wealth Management, LLC. 0.02% Reduce -6.1% 1,530 $217K
PGIM Custom Harvest LLC 0.00% Reduce -0.7% 1,525 $217K
GAMMA Investing LLC 0.01% Add +1.2% 1,524 $217K
Golden State Wealth Management, LLC 0.02% Reduce -2.9% 1,520 $216K
Dentgroup LLC 0.14% No change 1,519 $216K
LVM Capital Management Ltd. 0.02% No change 1,516 $215K
Community Financial Services Group, LLC 0.04% New 1,511 $215K
Iron Gate Global Advisors LLC 0.02% No change 1,511 $215K
Hills Bank & Trust Co 0.01% Reduce -13.2% 1,510 $215K
Nilsine Partners, LLC 0.02% No change 1,506 $214K
Fiduciary Alliance LLC 0.01% Reduce -1.7% 1,504 $214K
Saxon Interests, Inc. 0.08% No change 1,504 $213K
LifeWealth Investments, LLC 0.07% New 1,500 $213K
Topsail Wealth Management, LLC 0.04% No change 1,500 $213K
Summit Asset Management, LLC 0.03% New 1,500 $213K
Asio Capital, LLC 0.03% New 1,500 $213K
Intellus Advisors LLC 0.03% New 1,500 $213K
Moisand Fitzgerald Tamayo, LLC 0.03% No change 1,500 $213K
Diversified Portfolios, Inc. 0.02% New 1,500 $213K
Sand Hill Global Advisors, LLC 0.01% New 1,500 $213K
Post Resch Tallon Group Inc. 0.19% New 1,500 $213K
LJI Wealth Management, LLC 0.04% New 1,481 $210K
Segment Wealth Management, LLC 0.01% New 1,480 $210K
Elevation Point Wealth Partners, LLC 0.01% Add +4833.3% 1,480 $210K
Confluence Wealth Services, Inc. 0.01% Reduce -5.1% 1,480 $210K
Oak Hill Wealth Advisors, LLC 0.04% No change 1,478 $210K
Foundations Investment Advisors, LLC 0.00% Reduce -59.5% 1,476 $210K
Berger Financial Group, Inc 0.01% New 1,469 $209K
Collective Family Office LLC 0.05% New 1,463 $208K
Partners Wealth Management, LLC 0.20% New 1,460 $208K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -17.1% 1,460 $207K
Summit Wealth & Retirement Planning, Inc. 0.05% New 1,459 $207K
Riverview Capital Advisers, LLC 0.06% New 1,455 $207K
Sage Rhino Capital LLC 0.04% New 1,455 $207K
Bridgewealth Advisory Group, LLC 0.05% New 1,450 $206K
Octavia Wealth Advisors, LLC 0.02% Reduce -6.2% 1,445 $205K
Harbour Capital Advisors, LLC 0.04% New 1,441 $205K
Aft, Forsyth & Company, Inc. 0.10% New 1,441 $205K
Renasant Bank 0.13% Reduce -27.5% 1,440 $205K
Financial Management Network Inc. 0.03% New 1,430 $204K
Salomon & Ludwin, LLC 0.02% Add +287.0% 1,424 $204K
Measured Wealth Private Client Group, LLC 0.05% New 1,431 $203K
Gitterman Wealth Management, LLC 0.05% No change 1,431 $203K
AJ Advisors, LLC 0.08% Reduce -10.7% 1,423 $202K
Charter Oak Capital Management, LLC 0.02% New 1,422 $202K
Oldfather Financial Services, LLC 0.06% New 1,420 $202K
UNIVEST FINANCIAL Corp 0.01% New 1,419 $202K
RiverGlades Family Offices LLC 0.12% New 1,410 $200K
Costello Asset Management, INC 0.07% Add +0.7% 1,398 $199K
Larson Financial Group LLC 0.01% Add +0.4% 1,394 $198K
BankPlus Trust Department 0.05% No change 1,388 $197K
Armor Investment Advisors, LLC 0.06% Reduce -51.5% 1,362 $194K
Concord Wealth Partners 0.03% Add +0.8% 1,324 $188K
Tortoise Investment Management, LLC 0.02% Reduce -4.7% 1,285 $183K
Cranbrook Wealth Management, LLC 0.04% No change 1,281 $182K
Missouri Trust & Investment Co 0.05% No change 1,270 $180K
North Capital, Inc. 0.14% Add +0.1% 1,264 $180K
LRI Investments, LLC 0.01% No change 1,255 $178K
Russell Investments Group, Ltd. 0.00% Reduce -4.7% 1,253 $178K
SRH Advisors, LLC 0.05% No change 1,232 $175K
First Financial Corp. 0.07% No change 1,211 $172K
Physician Wealth Advisors, Inc. 0.02% No change 1,197 $170K
Riverview Trust Co 0.21% No change 1,196 $170K
Westend Capital Management, LLC 0.05% No change 1,180 $168K
WealthShield Partners, LLC 0.02% No change 1,179 $168K
Crowley Wealth Management, Inc. 0.13% Add +24.5% 1,145 $163K
Cherry Tree Wealth Management, LLC 0.04% No change 1,145 $163K
Glass Jacobson Investment Advisors llc 0.06% Add +0.9% 1,138 $162K
Hanson & Doremus Investment Management 0.02% No change 1,127 $160K
NBT Bank, N.A. 0.01% No change 1,123 $160K
CNB Bank 0.07% No change 1,102 $157K
Brown, Lisle/Cummings, Inc. 0.04% No change 1,094 $155K
Country Trust Bank 0.00% No change 1,093 $155K
Old Second National Bank of Aurora 0.03% Reduce -1.8% 1,090 $155K
Rialto Wealth Management, LLC 0.04% No change 1,087 $154K
Angeles Wealth Management, LLC 0.01% Reduce -1.8% 1,066 $151K
Blue Trust, Inc. 0.00% No change 1,060 $151K
Rossmore Private Capital 0.02% New 1,050 $149K
Crews Bank & Trust 0.02% No change 1,038 $148K
Lowe Wealth Advisors, LLC 0.05% No change 1,017 $145K
First Command Advisory Services, Inc. 0.00% New 1,015 $144K
Ancora Advisors LLC 0.00% Reduce -24.3% 1,009 $143K
Raffa Wealth Management, LLC 0.03% Add +0.9% 1,008 $143K
Peoples Financial Services Corp. 0.06% No change 951 $135K
Crewe Advisors LLC 0.01% Add +0.6% 942 $134K
Armstrong Advisory Group, Inc. 0.01% No change 935 $133K
Grand Wealth Management, LLC 0.06% No change 899 $128K
Financial Life Planners 0.08% New 870 $124K
Gen-Wealth Partners Inc 0.04% No change 823 $117K
Quadrant Capital Group LLC 0.00% New 815 $116K
Steigerwald, Gordon & Koch Inc. 0.01% New 795 $113K
Matrix Private Capital Group LLC 0.06% No change 793 $113K
Foster Dykema Cabot & Partners, LLC 0.01% New 788 $112K
Caldwell Sutter Capital, Inc. 0.05% No change 756 $107K
Davis Capital Management 0.07% — 752 $107K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -3.9% 748 $106K
Finley Financial, LLC 0.05% No change 730 $104K
Sterling Capital Management LLC 0.00% Reduce -13.5% 720 $102K
Qube Research & Technologies Ltd 0.00% Add +172.9% 704 $100K
MCF Advisors LLC 0.01% Reduce -3.6% 676 $96K
Marshall & Sterling Wealth Advisors Inc. 0.06% No change 661 $94K
Creative Financial Designs Inc. 0.01% Reduce -3.8% 656 $93K
West Oak Capital, LLC 0.05% No change 650 $92K
Key Financial Inc 0.02% Reduce -15.3% 647 $92K
Beaird Harris Wealth Management, LLC 0.01% No change 642 $91K
Accordant Advisory Group Inc 0.06% No change 633 $90K
Financial Network Wealth Advisors LLC 0.10% Reduce -13.7% 611 $87K
High Note Wealth, LLC 0.02% No change 579 $82K
Schroder Investment Management Group 0.00% No change 570 $81K
Friedenthal Financial 0.04% No change 557 $79K
Coston, McIsaac & Partners 0.02% No change 549 $78K
Nalls Sherbakoff Group, LLC 0.05% No change 537 $76K
City State Bank 0.02% No change 530 $75K
AlphaCore Capital LLC 0.00% Add +0.8% 518 $74K
Millstone Evans Group, LLC 0.05% Add +0.2% 518 $74K
VSM Wealth Advisory, LLC 0.02% Add +0.8% 510 $73K
Fairway Wealth LLC 0.02% New 500 $71K
Richardson Financial Services Inc. 0.04% No change 494 $70K
Financial Connections Group, Inc. 0.03% No change 497 $70K
Fortitude Family Office, LLC 0.02% No change 490 $70K
ORG Partners LLC 0.01% No change 488 $69K
MilWealth Group LLC 0.02% No change 487 $69K
Ballast Advisors LLC 0.02% No change 482 $68K
WFA Asset Management Corp 0.04% Reduce -45.0% 506 $68K
N.E.W. Advisory Services LLC 0.01% No change 480 $68K
Rossby Financial, LCC 0.02% No change 472 $67K
Elevation Wealth Partners, LLC 0.02% Add +0.6% 472 $67K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 468 $67K
First PREMIER Bank 0.01% No change 447 $64K
Adirondack Trust Co. 0.02% No change 450 $64K
GHP Investment Advisors, Inc. 0.00% Reduce -8.1% 444 $63K
EverSource Wealth Advisors, LLC 0.00% No change 432 $61K
Cornerstone National Bank & Trust Co 0.02% No change 420 $60K
MTM Investment Management, LLC 0.02% Reduce -7.8% 415 $59K
EPG Wealth Management LLC 0.02% Add +0.2% 414 $59K
IAG Wealth Partners, LLC 0.01% Add +0.7% 407 $58K
CX Institutional 0.00% Add +0.3% 399 $57K
Morris Financial Concepts, Inc. 0.02% No change 397 $56K
Hollencrest Capital Management 0.00% No change 396 $56K
Morse Asset Management, Inc 0.01% No change 389 $55K
Fairman Group, LLC 0.04% Add +0.3% 379 $54K
GPS Wealth Strategies Group, LLC 0.01% No change 376 $53K
Murphy & Mullick Capital Management Corp 0.04% Add +24.8% 382 $53K
Roxbury Financial LLC 0.05% Add +0.5% 373 $53K
Hopwood Financial Services, Inc. 0.03% No change 366 $52K
Hemington Wealth Management 0.01% No change 371 $52K
Horizons Wealth Management 0.04% No change 360 $51K
Legacy Bridge, LLC 0.02% No change 350 $50K
Advanced Asset Management Advisors Inc 0.01% No change 348 $49K
Seneschal Advisors, LLC 0.04% New 343 $49K
Corsicana & Co. 0.03% — 341 $48K
Pittenger & Anderson Inc. 0.00% Reduce -34.5% 333 $47K
Weaver Capital Management LLC 0.01% No change 325 $46K
Oxford Financial Group, LTD. LLC 0.00% No change 323 $46K
Main Street Group, LTD 0.01% No change 318 $45K
Pin Oak Investment Advisors Inc. 0.03% No change 311 $44K
Winthrop Capital Management, LLC 0.01% No change 304 $43K
Maryland Capital Advisors Inc. 0.02% No change 300 $43K
Westside Investment Management, Inc. 0.01% No change 300 $43K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -6.3% 297 $42K
Kiker Wealth Management, LLC 0.02% New 291 $41K
Gables Capital Management Inc. 0.02% No change 289 $41K
1620 Investment Advisors, Inc. 0.03% Add +0.3% 284 $40K
Evelyn Partners Asset Management Ltd 0.01% No change 280 $40K
Vermillion Wealth Management, Inc. 0.01% Add +220.7% 263 $37K
Cypress Capital Management LLC (WY) 0.04% No change 261 $37K
Clean Yield Group 0.01% New 260 $37K
Allspring Global Investments Holdings, LLC 0.00% Add +242.7% 257 $36K
Ascentis Wealth Management, LLC 0.01% No change 254 $36K
MPWM Advisory Solutions, LLC 0.02% Reduce -18.4% 252 $36K
Creative Capital Management Investments LLC 0.01% Reduce -45.1% 252 $36K
American National Bank & Trust 0.00% Reduce -95.2% 251 $36K
IMA Advisory Services, Inc. 0.00% No change 250 $36K
NFSG Corp 0.01% Reduce -19.2% 248 $35K
Financial Freedom, LLC 0.02% No change 248 $35K
CGC Financial Services, LLC 0.01% No change 238 $34K
Kilter Group LLC 0.02% Add +0.8% 236 $33K
Toth Financial Advisory Corp. 0.00% No change 235 $33K
Trust Co 0.00% No change 220 $31K
S&T Bank 0.01% No change 203 $29K
Transamerica Financial Advisors, LLC 0.00% No change 203 $29K
Cape Investment Advisory, Inc. 0.03% Reduce -71.4% 200 $28K
Richards, Merrill & Peterson, Inc. 0.01% No change 200 $28K
Valley National Advisers Inc. 0.00% Reduce -89.5% 199 $28K
Beutel, Goodman & Co Ltd. 0.00% New 195 $27K
Koesten, Hirschmann & Crabtree, INC. 0.01% Reduce -29.6% 178 $25K
Advisors Asset Management, Inc. 0.00% No change 178 $25K
McIlrath & Eck, LLC 0.00% No change 176 $25K
Rice Partnership, LLC 0.00% Reduce -12.5% 175 $25K
Team Financial Group, LLC 0.01% Add +0.6% 172 $24K
Centerpoint Advisors, LLC 0.01% No change 170 $24K
JPL Wealth Management, LLC 0.01% New 155 $22K
Addison Advisors LLC 0.01% No change 152 $22K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 150 $21K
Catherine Avery Investment Management LLC 0.01% No change 149 $21K
Nemes Rush Group LLC 0.00% No change 144 $20K
Kelleher Financial Advisors 0.01% New 142 $20K
C M Bidwell & Associates Ltd. 0.01% No change 140 $20K
Howe & Rusling Inc. 0.00% Add +33.0% 133 $19K
Family Manage LLC 0.00% No change 131 $19K
Medallion Wealth Advisors, LLC 0.01% No change 128 $18K
Consultiva Wealth Management, Corp. 0.05% No change 127 $18K
Advantage Trust Co 0.01% No change 120 $17K
Financial Perspectives, Inc 0.00% No change 115 $16K
Tsfg, LLC 0.00% No change 110 $16K
Center for Financial Planning, Inc. 0.00% Add +82.0% 111 $16K
Paladin Advisory Group, LLC 0.01% No change 108 $15K
Financial Consulate, Inc. 0.00% New 105 $15K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $14K
Quintet Private Bank (Europe) S.A. 0.00% No change 100 $14K
Delta Asset Management LLC 0.00% No change 98 $14K
Hughes Financial Services, LLC 0.00% No change 97 $14K
HHM Wealth Advisors, LLC 0.00% Reduce -24.4% 93 $13K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 90 $13K
Silicon Valley Capital Partners 0.00% Reduce -69.9% 88 $13K
Smartleaf Asset Management LLC 0.00% New 88 $12K
Morgan Dempsey Capital Management LLC 0.00% No change 75 $11K
Robbins Farley 0.00% No change 75 $11K
TD Capital Management LLC 0.00% No change 74 $11K
Clear Investment Research, LLC 0.01% New 73 $10K
Inlight Wealth Management, LLC 0.00% No change 73 $10K
Roble, Belko & Company, Inc 0.00% No change 68 $10K
PayPay Securities Corp 0.36% New 70 $10K
Princeton Global Asset Management LLC 0.00% No change 70 $10K
Abich Financial Wealth Management LLC 0.00% — 63 $9K
Register Financial Advisors LLC 0.00% Add +1.8% 56 $8K
Comprehensive Financial Planning, Inc. 0.01% No change 53 $8K
Prestige Wealth Management Group LLC 0.00% No change 52 $7K
Strategic Investment Solutions, Inc. 0.00% No change 50 $7K
GGM Financial LLC 0.00% New 49 $7K
Broadwater Capital Management LLC 0.00% Reduce -99.3% 42 $6K
Root Financial Partners, LLC 0.00% New 37 $5K
Boyd Watterson Asset Management LLC 0.00% New 35 $5K
Global Wealth Strategies & Associates 0.00% New 27 $4K
Cheviot Value Management, LLC 0.00% No change 27 $4K
Bfsg, LLC 0.00% No change 25 $4K
Rakuten Securities, Inc. 0.00% Add +118.2% 24 $3K
Central Pacific Bank - Trust Division 0.00% No change 18 $3K
New Millennium Group LLC 0.00% No change 16 $2K
Tanglewood Legacy Advisors, LLC 0.00% No change 15 $2K
WPG Advisers, LLC 0.00% Reduce -69.4% 11 $2K
Proathlete Wealth Management LLC 0.00% Reduce -94.3% 7 $1K
West Branch Capital LLC 0.00% No change 4 $569
Birchbrook, Inc. 0.00% No change 90 $0

"% of holder's portfolio" is DVY's weight in each manager's 13F, not the share of iShares Select Dividend ETF the manager owns.