iShares Select Dividend ETFDVYETF

13F holders, Q4 2025 (December 31)
1,389holders +80
69new positions
44sold out
6famous investors
$140.64avg. 13F price*

At the end of Q4 2025, 1,389 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, up 80 from Q3 2025. 69 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($918.4M) and Wells Fargo & Company ($537.5M). 6 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions69$46.6M
Exits44$29.9M

All 13F filers, Q3 2025 → Q4 2025: 3,266,617 shares bought and 1,063,386 shares sold, net +2,203,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,389 holders

Bank of America Corp. 0.08% Add +0.9% 8,170,168 $1.2B
Morgan Stanley 0.05% Add +3.6% 6,506,794 $918.4M
Wells Fargo & Company 0.11% Add +1.9% 3,807,955 $537.5M
PNC Financial Services Group, Inc. 0.27% Reduce -3.2% 3,553,910 $501.6M
Royal Bank of Canada 0.08% Add +3.9% 3,073,777 $433.8M
Northern Trust Corp. 0.06% Reduce -0.9% 3,055,839 $431.3M
LPL Financial LLC 0.07% Add +3.8% 1,789,466 $252.6M
Bank of New York Mellon Corp 0.04% Add +1.4% 1,695,711 $239.3M
JPMorgan Chase & Co. 0.02% Add +6.3% 1,646,552 $232.4M
Envestnet Asset Management Inc. 0.06% Reduce -1.4% 1,401,610 $197.8M
UBS Group AG 0.03% Add +3.0% 1,189,865 $167.9M
Raymond James Financial Inc. 0.05% Add +10.5% 1,170,490 $165.2M
Truist Financial Corp. 0.21% Reduce -0.7% 1,135,305 $160.2M
US Bancorp \de 0.18% Reduce -1.6% 1,111,508 $156.9M
Howard Capital Management, LLC 1.85% No change 1,011,427 $142.8M
Bank of Montreal 0.05% Add +4.6% 779,821 $110.1M
Goldman Sachs Group Inc. 0.01% Add +0.5% 693,902 $97.9M
Northside Capital Management, LLC 8.02% Reduce -0.9% 653,983 $92.3M
Commonwealth Equity Services, LLC 0.11% Reduce -4.8% 606,332 $85.6M
Ameriprise Financial Inc. 0.02% Add +24.0% 552,407 $77.9M
Cetera Investment Advisers 0.08% Add +1.1% 510,024 $72.0M
Rockefeller Capital Management L.P. 0.13% Add +6.3% 507,547 $71.6M
Miller Howard Investments Inc. 2.15% Add +745.9% 505,689 $71.4M
Focus Partners Wealth 0.08% Add +11.5% 466,225 $65.8M
Comerica Bank 0.24% Reduce -1.2% 427,919 $60.4M
Mariner, LLC 0.07% Reduce -1.1% 401,796 $56.7M
Osaic Holdings, Inc. 0.08% Reduce -12.8% 381,558 $53.9M
HighTower Advisors, LLC 0.05% Add +0.5% 331,560 $46.8M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -9.2% 309,870 $43.7M
Creative Planning 0.03% Reduce -0.5% 308,603 $43.6M
AMG National Trust Bank 1.02% Reduce -0.4% 305,140 $43.1M
Stifel Financial Corp. 0.04% Add +2.4% 303,545 $42.8M
Pinnacle Financial Partners, Inc. 0.32% — 300,276 $42.4M
Cibc World Market Inc. 0.07% Reduce -1.1% 285,436 $40.3M
Commerce Bank 0.21% Reduce -2.9% 275,567 $38.9M
Moment Partners, LLC 7.47% Add +2.7% 257,281 $36.3M
Baird Financial Group, Inc. 0.06% Add +12.9% 256,418 $36.2M
Charles Schwab Investment Management Inc. 0.01% Add +101.3% 252,386 $35.6M
M&T Bank Corp 0.11% Add +3.3% 245,576 $34.7M
Glenmede Trust Co. NA 0.16% — 240,055 $33.9M
Fifth Third Bancorp 0.10% Reduce -8.7% 231,776 $32.7M
LBMC Investment Advisors, LLC 2.00% Add +0.1% 229,113 $32.3M
Assetmark, Inc. 0.06% Add +1.2% 223,106 $31.5M
Janney Montgomery Scott LLC 0.07% Add +1.6% 220,730 $31.2M
Wealth Enhancement Advisory Services, LLC 0.04% Add +2.4% 212,133 $30.8M
Susquehanna International Group, LLP 0.04% Add +11756.9% 213,424 $30.1M
Private Advisor Group, LLC 0.13% Reduce -0.1% 191,291 $27.0M
Ellis Investment Partners, LLC 4.69% Add +0.2% 190,572 $26.9M
Valmark Advisers, Inc. 0.31% Add +17.8% 179,109 $25.3M
Franklin Resources Inc. 0.01% Add +9.3% 177,142 $25.0M
Mercer Global Advisors Inc. 0.04% Add +13.5% 179,477 $24.7M
First National Bank & Trust Co. of Newtown 4.41% Reduce -0.5% 170,391 $24.0M
Arcus Capital Partners, LLC 8.55% Reduce -3.7% 168,662 $23.8M
FMR LLC 0.00% Add +5.0% 168,470 $23.8M
GW Henssler & Associates Ltd. 1.13% Add +27.3% 166,498 $23.5M
Blair William & Co. 0.06% Add +12.1% 165,015 $23.3M
Cambridge Investment Research Advisors, Inc. 0.06% Add +1.1% 162,276 $22.9M
Fifth Third Wealth Advisors LLC 0.73% Reduce -2.8% 147,879 $20.9M
National Bank of Canada 0.02% Add +14.3% 145,184 $20.5M
&partners 0.11% Add +3.2% 144,488 $20.4M
Yukon Wealth Management, Inc. 11.65% Reduce -26.3% 130,953 $20.2M
Corient Private Wealth LP 0.03% Add +62.2% 136,147 $19.2M
HB Wealth Management, LLC 0.12% Add +5.7% 133,966 $18.9M
Cerity Partners LLC 0.03% Reduce -2.0% 128,446 $18.1M
Advisory Services Network, LLC 0.25% Reduce -0.8% 127,604 $18.0M
Trustmark Bank Trust Department 1.08% Reduce -1.8% 120,811 $17.1M
Cullen/Frost Bankers, Inc. 0.19% Add +8.3% 120,639 $17.0M
Capital Investment Advisors, LLC 0.26% Reduce -1.2% 119,442 $16.9M
Schwarz Dygos Wheeler Investment Advisors LLC 3.45% Add +0.9% 118,285 $16.7M
Kestra Advisory Services, LLC 0.07% Reduce -1.7% 117,023 $16.5M
IFG Advisors, LLC 2.71% Add +2.2% 115,414 $16.3M
Lido Advisors, LLC 0.06% Add +0.5% 113,206 $16.1M
Round Rock Advisors LLC 2.35% Add +2.7% 110,913 $15.7M
Equitable Holdings, Inc. 0.10% Add +2.1% 107,764 $15.2M
Kwmg, LLC 1.29% Add +3.0% 105,927 $15.0M
NTV Asset Management LLC 1.58% Reduce -1.5% 105,686 $14.9M
Moneta Group Investment Advisors LLC 0.11% Add +16.9% 104,656 $14.8M
Cresset Asset Management, LLC 0.06% Add +11.5% 99,273 $14.0M
Powell Investment Advisors, LLC 4.76% Add +2.4% 97,861 $13.8M
MML Investors Services, LLC 0.03% Add +10.5% 94,915 $13.4M
DAVENPORT & Co LLC 0.07% Add +10.6% 93,269 $13.2M
Steward Partners Investment Advisory, LLC 0.07% Add +5.0% 92,585 $13.1M
Bokf, NA 0.20% Add +53.0% 90,709 $12.8M
Captrust Financial Advisors 0.02% Reduce -1.8% 89,002 $12.6M
Old National Bancorp 0.20% Add +27.0% 87,167 $12.3M
MAI Capital Management 0.07% Reduce -0.0% 84,424 $11.9M
JGP Wealth Management, LLC 1.24% Reduce -0.7% 84,380 $11.9M
Beacon Pointe Advisors, LLC 0.08% Reduce -10.0% 82,732 $11.7M
North Star Investment Management Corp. 0.73% Add +5.5% 82,520 $11.6M
NewEdge Advisors, LLC 0.04% Reduce -3.6% 78,901 $11.1M
Sanctuary Advisors, LLC 0.06% Add +7.7% 74,127 $10.5M
Allen Investment Management, LLC 0.11% No change 72,973 $10.3M
Kayne Anderson Rudnick Investment Management LLC 0.03% Add +198.5% 72,398 $10.2M
Sterling Investment Advisors, Ltd. 1.86% Add +0.3% 71,467 $10.1M
White Lighthouse Investment Management Inc. 1.39% Add +3.9% 70,432 $9.9M
Pathstone Holdings, LLC 0.04% Add +2.0% 67,887 $9.6M
Raab & Moskowitz Asset Management LLC 2.02% Add +3.7% 65,340 $9.2M
SOA Wealth Advisors, LLC. 1.52% Add +3.8% 65,150 $9.2M
First United Bank & Trust 2.93% Add +7.9% 65,081 $9.2M
Linscomb Wealth, Inc. 0.38% Reduce -1.4% 64,751 $9.1M
AlTi Global, Inc. 0.20% Reduce -32.2% 64,641 $9.1M
Greenberg Financial Group 3.73% — 64,112 $9.0M
TD Private Client Wealth LLC 0.19% Reduce -1.2% 63,820 $9.0M
Pinnacle Financial Group, LLC / IL 2.61% Add +0.1% 63,659 $9.0M
Asset Advisors Investment Management, LLC 0.82% Reduce -0.7% 62,843 $8.9M
Dumont & Blake Investment Advisors LLC 2.12% Reduce -4.9% 62,462 $8.8M
Kingswood Wealth Advisors, LLC 0.42% Add +4.1% 61,091 $8.6M
Mutual Advisors, LLC 0.18% Reduce -0.3% 60,621 $8.6M
CIBC Private Wealth Group LLC 0.01% Add +0.0% 58,960 $8.3M
Wealth Management Associates, Inc. 2.88% Add +0.0% 58,666 $8.3M
Integrated Wealth Concepts LLC 0.10% Reduce -14.8% 58,057 $8.2M
Sequoia Financial Advisors, LLC 0.05% Add +7.5% 57,419 $8.1M
Verus Financial Partners, Inc. 0.74% Reduce -4.9% 54,194 $8.1M
BNP Paribas Financial Markets 0.01% Reduce -3.0% 57,124 $8.1M
Beaumont Financial Advisors, LLC 0.53% Reduce -6.5% 56,680 $8.0M
Cwm, LLC 0.02% Reduce -0.5% 54,248 $7.7M
Amarillo National Bank 1.34% Reduce -0.9% 54,068 $7.6M
KCM Investment Advisors LLC 0.24% Add +0.0% 52,834 $7.5M
Edgewood Management LLC 0.03% No change 51,926 $7.3M
Lee Financial Co 0.98% Reduce -6.5% 51,579 $7.3M
Smithfield Trust Co 0.32% Reduce -0.5% 51,386 $7.2M
Oppenheimer & Co. Inc. 0.10% Add +8.5% 49,177 $6.9M
Carret Asset Management, LLC 0.65% Reduce -0.0% 48,817 $6.9M
Sterling Capital Management LLC 0.11% Add +6620.3% 48,386 $6.8M
Gilman Hill Asset Management, LLC 1.07% Add +2188.6% 48,290 $6.8M
Citizens Financial Group Inc. 0.09% Add +0.9% 47,916 $6.8M
Wealth Quarterback LLC 2.40% Add +27.6% 47,193 $6.7M
Glenview Trust Co 0.10% Reduce -0.6% 46,962 $6.6M
Highland Capital Management, LLC 0.33% Reduce -1.5% 46,653 $6.6M
Exchange Traded Concepts, LLC 0.05% Add +813.4% 46,601 $6.6M
Callan Family Office, LLC 0.14% Add +10.8% 46,179 $6.5M
Quantinno Capital Management LP 0.01% Add +12.4% 45,693 $6.4M
Debussy Capital Management LP 0.88% Reduce -0.5% 45,661 $6.4M
Stelac Advisory Services LLC 2.28% Reduce -0.3% 45,602 $6.4M
Prime Capital Investment Advisors, LLC 0.08% Reduce -1.2% 45,090 $6.4M
NorthCoast Asset Management LLC 0.14% Reduce -39.5% 45,010 $6.4M
Prospera Financial Services Inc 0.10% Add +5.5% 44,331 $6.3M
IFG Advisory, LLC 0.27% Add +2.7% 44,062 $6.2M
BlackRock, Inc. 0.00% Add +226.0% 43,529 $6.1M
Cornerstone Advisors Asset Management, LLC 0.99% No change 43,027 $6.1M
Principle Wealth Partners LLC 0.34% Reduce -0.8% 42,916 $6.1M
IFP Advisors, Inc 0.13% Reduce -2.9% 41,909 $5.9M
Jones Financial Companies LLLP 0.00% Add +17.4% 41,164 $5.8M
Rathbones Group PLC 0.02% Reduce -10.3% 40,946 $5.8M
FOCUS Wealth Advisors, LLC 2.68% Add +1.0% 40,782 $5.8M
LMG Wealth Partners, LLC 1.05% Add +4.7% 39,819 $5.6M
New England Asset Management Inc. 0.76% No change 39,750 $5.6M
Daybright Advisory Services, Inc. 1.49% — 39,529 $5.6M
Jackson, Grant Investment Advisers, Inc. 1.81% Reduce -4.7% 38,927 $5.5M
Eagle Bay Advisors LLC 3.99% No change 38,710 $5.5M
Balentine LLC 0.20% Add +8.4% 37,597 $5.3M
Scotia Capital Inc. 0.02% Add +3.5% 36,773 $5.2M
Keebeck Wealth Management 0.59% No change 36,491 $5.2M
Landaas & Co. /Wi 1.12% Add +0.5% 36,080 $5.1M
Ironwood Financial, llc 0.86% Reduce -3.7% 35,013 $5.1M
Bank of Hawaii 0.25% Add +0.6% 35,616 $5.0M
Fifth Third Securities, Inc. 0.33% Add +13.7% 35,284 $5.0M
Orion Porfolio Solutions, LLC 0.04% Add +63.7% 35,115 $5.0M
Sig Brokerage, LP 1.66% No change 34,954 $4.9M
Laurel Oak Wealth Management, LLC 0.82% — 34,663 $4.9M
Clearstead Advisors, LLC 0.06% Add +0.1% 34,562 $4.9M
J.W. Cole Advisors, Inc. 0.12% Reduce -7.2% 39,965 $4.8M
Concurrent Investment Advisors, LLC 0.06% Add +361.4% 34,122 $4.8M
Sankala Group LLC 3.81% — 30,467 $4.8M
Allworth Financial LP 0.02% Add +18.4% 33,387 $4.7M
Omega Financial Group, LLC 1.57% Reduce -4.7% 33,371 $4.7M
MV Capital Management, Inc. 0.45% No change 33,307 $4.7M
Albion Financial Group 0.29% Reduce -0.4% 32,982 $4.7M
United Capital Financial Advisors, LLC 0.03% Add +4.0% 32,887 $4.6M
Pinnacle Associates Ltd. 0.06% Reduce -0.2% 32,219 $4.5M
Integrated Advisors Network LLC 0.20% Reduce -8.5% 32,218 $4.5M
Klingman & Associates, LLC 0.22% Reduce -0.2% 32,206 $4.5M
Vanguard Group Inc. 0.00% Add +0.1% 31,901 $4.5M
D.A. Davidson & Co. 0.03% Add +16.6% 31,786 $4.5M
Gallagher Capital Advisors, LLC 2.90% Reduce -3.8% 31,743 $4.5M
Cornerstone Management, Inc. 0.73% Reduce -1.5% 31,528 $4.4M
FAS Wealth Partners, Inc. 0.29% Add +0.7% 31,526 $4.4M
Joseph P. Lucia & Associates, LLC 1.60% Reduce -0.3% 31,504 $4.4M
Keybank National Association 0.02% Reduce -9.9% 31,441 $4.4M
Hancock Whitney Corp. 0.08% Add +6.6% 31,328 $4.4M
Mechanics Bank Trust Department 0.57% Reduce -3.2% 31,088 $4.4M
LGL Partners, LLC 1.86% Add +1.0% 30,870 $4.4M
Ferguson Wellman Capital Management, Inc. 0.07% Reduce -5.2% 30,813 $4.3M
First American Trust, FSB 0.30% Reduce -3.5% 30,588 $4.3M
Fulton Bank, N.A. 0.15% No change 30,471 $4.3M
Alliancebernstein L.P. 0.00% Add +6.1% 30,455 $4.3M
AQR Capital Management 0.00% Add +36.5% 30,100 $4.2M
Shulman DeMeo Asset Management LLC 0.96% Reduce -0.8% 30,029 $4.2M
St. Clair Advisors, LLC 1.09% Reduce -1.8% 29,926 $4.2M
AlphaCore Capital LLC 0.09% Add +5676.6% 29,923 $4.2M
Brown Advisory Inc. 0.01% Reduce -1.2% 29,803 $4.2M
Composition Wealth, LLC 0.06% Add +1.9% 29,507 $4.2M
Arax Advisory Partners 0.12% New 29,457 $4.2M
Tradition Wealth Management, LLC 0.30% Reduce -9.3% 29,330 $4.1M
HighPoint Advisor Group LLC 0.09% New 29,193 $4.1M
Townsend Asset Management Corp. /NC/ 1.44% Reduce -3.1% 28,916 $4.1M
Mine & Arao Wealth Creation & Management, LLC. 1.60% Add +0.6% 28,908 $4.1M
Burke & Herbert Bank & Trust Co. 1.12% Reduce -30.2% 28,787 $4.1M
Hilltop Holdings Inc. 0.24% Add +6.7% 28,593 $4.0M
Granite FO LLC 2.15% No change 28,587 $4.0M
Sapient Capital LLC 0.06% New 28,116 $4.0M
Taylor Financial Group, Inc. 2.33% Reduce -0.1% 28,137 $4.0M
Farther Finance Advisors, LLC 0.04% Add +100.0% 28,071 $4.0M
Graves Light Lenhart Wealth, Inc. 0.42% Reduce -1.1% 27,882 $3.9M
Capital Analysts, LLC 0.11% Reduce -1.5% 27,660 $3.9M
One Wealth Advisors, LLC 0.47% Reduce -7.5% 27,400 $3.9M
Wealthcare Advisory Partners LLC 0.08% Add +0.1% 27,307 $3.9M
PKS Advisory Services, LLC 0.87% Reduce -4.1% 26,890 $3.8M
My Personal CFO, LLC 1.58% New 26,862 $3.8M
Envestnet Portfolio Solutions, Inc. 0.01% Add +1.3% 26,822 $3.8M
Johnson Investment Counsel Inc. 0.03% Reduce -3.5% 26,748 $3.8M
Ashton Thomas Private Wealth, LLC 0.09% Add +2.5% 26,730 $3.8M
Godfrey Financial Associates, Inc. 3.21% — 26,318 $3.7M
Argent Trust Co 0.13% No change 26,147 $3.7M
Pinnacle Family Advisors, LLC 1.62% Add +0.9% 26,135 $3.7M
Inman Jager Wealth Management, LLC 2.22% Reduce -0.8% 25,673 $3.6M
Wealthfront Advisers LLC 0.01% Add +8.4% 25,470 $3.6M
CMG Global Holdings, LLC 1.58% Add +0.1% 23,008 $3.6M
Bleakley Financial Group, LLC 0.06% New 25,030 $3.5M
Banco de Sabadell, S.A 2.27% Reduce -10.2% 24,726 $3.5M
Argent Advisors, Inc. 0.96% Reduce -1.2% 24,420 $3.4M
MidFirst Bank 0.27% — 24,296 $3.4M
Valeo Financial Advisors, LLC 0.08% Add +2.3% 24,133 $3.4M
Guidance Point Advisors, LLC 0.80% Add +0.9% 23,965 $3.4M
EP Wealth Advisors, LLC 0.02% — 23,911 $3.4M
Bessemer Group Inc. 0.01% Add +3.0% 23,871 $3.4M
First Citizens Bank & Trust Co. 0.07% Reduce -0.5% 23,618 $3.3M
Sonata Capital Group Inc. 1.20% Reduce -1.3% 23,575 $3.3M
Joel Isaacson & Co., LLC 0.11% Add +0.0% 23,497 $3.3M
Simon Quick Advisors, LLC 0.14% No change 23,458 $3.3M
JFS Wealth Advisors, LLC 0.19% Reduce -0.4% 23,309 $3.3M
HBK Sorce Advisory LLC 0.08% Reduce -0.0% 21,146 $3.3M
Geneos Wealth Management Inc. 0.08% Reduce -2.6% 23,018 $3.2M
Ieq Capital, LLC 0.01% Add +12.2% 23,003 $3.2M
Snowden Capital Advisors LLC 0.08% Add +4.6% 22,961 $3.2M
Wolff Wiese Magana LLC 1.76% Reduce -0.1% 22,773 $3.2M
Operose Advisors LLC 0.75% Add +0.1% 22,713 $3.2M
NewEdge Wealth, LLC 0.04% Add +37.0% 22,090 $3.1M
High Net Worth Advisory Group LLC 0.72% Add +0.4% 22,060 $3.1M
Sigma Planning Corp 0.09% Add +7.0% 21,958 $3.1M
Essex Financial Services, Inc. 0.18% Add +0.6% 21,910 $3.1M
Capital Advisory Group Advisory Services, LLC 0.91% Reduce -1.4% 21,837 $3.1M
Greenwood Capital Associates LLC 0.33% Add +187.8% 21,787 $3.1M
Western Wealth Management, LLC 0.14% Reduce -5.2% 21,756 $3.1M
GW&K Investment Management, LLC 0.03% Add +825.2% 21,752 $3.1M
World Investment Advisors 0.05% Add +71.3% 21,651 $3.1M
Pallas Capital Advisors LLC 0.10% Add +5.2% 21,613 $3.1M
Mission Wealth Management, LP 0.06% Reduce -9.4% 21,535 $3.0M
SBI Securities Co., Ltd. 0.08% Reduce -0.4% 21,508 $3.0M
Evoke Wealth, LLC 0.06% Add +0.1% 21,335 $3.0M
Natixis Advisors, LLC 0.00% Add +90.7% 21,319 $3.0M
Monetary Management Group Inc. 0.69% No change 21,250 $3.0M
Cullen Capital Management, LLC 0.03% New 21,130 $3.0M
Chicago Partners Investment Group LLC 0.07% Add +1.6% 20,020 $3.0M
Narwhal Capital Management 0.22% Add +0.6% 20,970 $3.0M
Florin Court Capital LLP 4.11% Reduce -61.9% 20,900 $2.9M
Kapstone Financial Advisors LLC 1.46% Reduce -5.5% 20,794 $2.9M
Crescent Grove Advisors, LLC 0.27% Add +2.3% 20,263 $2.9M
Plancorp, LLC 0.09% No change 20,151 $2.8M
Waverly Advisors, LLC 0.02% Add +3.6% 19,880 $2.8M
Wealthspire Advisors, LLC 0.02% Reduce -52.0% 19,706 $2.8M
FineMark National Bank & Trust 0.09% Add +7.1% 19,573 $2.8M
Hazlett, Burt & Watson, Inc. 0.88% Reduce -0.9% 19,460 $2.7M
City Holding Co. 0.34% Reduce -3.6% 19,329 $2.7M
Cypress Wealth Services, LLC 0.37% Add +2.0% 19,098 $2.7M
Haverford Trust Co 0.02% Reduce -2.4% 19,060 $2.7M
Webster Bank, N. A. 0.25% No change 19,019 $2.7M
Focus Partners Advisor Solutions, LLC 0.03% Add +10.7% 18,904 $2.7M
Corundum Trust Company, INC 6.06% Reduce -0.8% 18,872 $2.7M
Whittier Trust Co. of Nevada Inc. 0.06% Add +0.1% 18,266 $2.6M
Csenge Advisory Group 0.12% Add +0.9% 18,726 $2.6M
Transcend Capital Advisors, LLC 0.20% Reduce -3.4% 18,684 $2.6M
Mosaic Family Wealth Partners, LLC 0.29% Add +0.5% 18,617 $2.6M
Wesbanco Bank Inc. 0.07% Add +0.2% 18,488 $2.6M
Zhang Financial LLC 0.10% Reduce -2.6% 18,473 $2.6M
Winthrop Partners - WNY, LLC 1.39% — 18,345 $2.6M
Peapack Gladstone Financial Corp. 0.03% Add +0.8% 18,303 $2.6M
Independence Bank of Kentucky 0.32% Add +16.4% 17,970 $2.5M
Level Four Advisory Services, LLC 0.08% Add +0.3% 17,889 $2.5M
PW Nova Financial Services LLC 0.95% — 17,529 $2.5M
Howland Capital Management LLC 0.10% Add +6.0% 17,706 $2.5M
Parallel Advisors, LLC 0.05% Add +1.1% 17,685 $2.5M
Smith Shellnut Wilson LLC 0.96% No change 17,677 $2.5M
IFC Advisors LLC 0.36% Reduce -0.1% 17,673 $2.5M
Sax Wealth Advisors, LLC 0.12% Reduce -1.1% 17,538 $2.5M
Ameritas Advisory Services, LLC 0.09% Add +4.9% 17,482 $2.5M
Thoroughbred Financial Services, LLC 0.15% Reduce -2.8% 17,411 $2.5M
Caerus Investment Advisors, LLC 0.81% Reduce -5.9% 17,270 $2.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -12.2% 17,200 $2.4M
Axxcess Wealth Management, LLC 0.04% Add +113.4% 17,198 $2.4M
Jump Financial, LLC 0.03% New 17,162 $2.4M
Park National Corp. 0.08% Add +1.8% 17,115 $2.4M
Franklin Street Advisors Inc. 0.14% Add +6.3% 17,000 $2.4M
Sowell Financial Services LLC 0.09% Add +0.7% 16,938 $2.4M
Founders Financial Securities LLC 0.14% Add +56.6% 16,921 $2.4M
Midwest Trust Co 0.03% Add +0.5% 16,752 $2.4M
Soltis Investment Advisors LLC 0.16% Add +564.6% 16,721 $2.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% No change 16,656 $2.4M
Stock Yards Bank & Trust Co. 0.07% Add +15.4% 16,613 $2.3M
Trifecta Capital Advisors, LLC 0.35% Reduce -2.2% 16,560 $2.3M
Flaharty Asset Management, LLC 0.29% Add +0.1% 16,430 $2.3M
Peregrine Asset Advisers, Inc. 0.65% Reduce -1.6% 16,370 $2.3M
GAMCO Investors 0.02% No change 16,308 $2.3M
Summit Wealth Partners, LLC 0.42% Add +0.7% 16,124 $2.3M
Kaydan Wealth Management, Inc. 0.65% Add +3.1% 15,969 $2.3M
Canandaigua National Bank & Trust Co. 0.20% Add +1.1% 15,871 $2.2M
Park Avenue Securities LLC 0.02% Add +40.1% 15,733 $2.2M
Magnus Financial Group LLC 0.17% Reduce -0.8% 15,711 $2.2M
New South Capital Management Inc. 0.10% No change 15,680 $2.2M
Asset Management Group, Inc. 0.35% Add +0.9% 15,546 $2.2M
WealthBridge Capital Management, LLC 0.50% Add +0.6% 15,460 $2.2M
Stephens Inc. 0.03% Add +3.1% 15,416 $2.2M
Legacy Private Trust Co. 0.13% No change 15,405 $2.2M
Arkadios Wealth Advisors 0.04% Add +19.7% 15,347 $2.2M
Weinberger Asset Management, Inc 0.78% Reduce -13.4% 15,323 $2.2M
Bensler, LLC 0.22% Add +0.4% 15,316 $2.2M
Salem Investment Counselors Inc. 0.06% No change 15,253 $2.2M
Yeomans Consulting Group, Inc. 0.63% Add +1.8% 15,231 $2.1M
HSBC Holdings PLC 0.00% Add +336.4% 15,231 $2.1M
Cascade Financial Partners, LLC 0.22% Reduce -4.4% 15,183 $2.1M
Eldridge Investment Advisors, Inc. 0.46% Add +0.0% 14,904 $2.1M
Oxbow Advisors, LLC 0.19% Reduce -0.5% 14,754 $2.1M
Cozad Asset Management Inc. 0.16% Reduce -4.3% 14,654 $2.1M
Evercore Wealth Management, LLC 0.03% Reduce -0.0% 14,487 $2.0M
Mayflower Financial Advisors, LLC 0.25% Add +0.1% 14,432 $2.0M
WASHINGTON TRUST Co 0.07% Add +0.4% 14,428 $2.0M
Aberdeen Wealth Management LLC 0.94% Reduce -5.0% 14,415 $2.0M
Tower Research Capital LLC (TRC) 0.05% New 14,404 $2.0M
Stratos Wealth Partners, LTD. 0.02% Add +0.9% 14,401 $2.0M
First Commonwealth Financial Corp 0.34% Add +0.0% 14,395 $2.0M
Gryphon Financial Partners LLC 0.22% Reduce -0.4% 14,377 $2.0M
NorthRock Partners, LLC 0.03% Add +20.7% 14,348 $2.0M
Peoples Bank 2.03% Reduce -0.5% 14,323 $2.0M
Federation des caisses Desjardins du Quebec 0.01% Reduce -4.4% 14,309 $2.0M
Laurel Wealth Advisors LLC 0.27% No change 14,289 $2.0M
Millennium Capital Advisors, LLC 1.18% Add +0.1% 14,197 $2.0M
Fidelis Capital Partners, LLC 0.15% Reduce -2.3% 14,167 $2.0M
Regions Financial Corp. 0.01% Add +4.6% 14,115 $2.0M
Redmont Wealth Advisors LLC 3.02% No change 14,111 $2.0M
Evanson Asset Management, LLC 0.11% Add +0.1% 14,074 $2.0M
Darden Wealth Group Inc 0.96% Reduce -10.3% 14,045 $2.0M
Crossmark Global Holdings, Inc. 0.03% No change 14,028 $2.0M
Coldstream Capital Management Inc. 0.03% No change 14,023 $2.0M
Private Capital Advisors, Inc. 0.20% No change 13,975 $2.0M
Welch Group, LLC 0.08% Add +199.4% 13,958 $2.0M
Global Retirement Partners, LLC 0.03% Add +128.6% 13,940 $2.0M
First Horizon Corp. 0.09% Add +24.0% 13,829 $2.0M
Curi Capital, LLC 0.03% Reduce -9.6% 13,821 $2.0M
Sound Income Strategies, LLC 0.09% Add +15.9% 13,131 $1.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.23% Reduce -14.2% 13,708 $1.9M
Cary Street Partners Financial LLC 0.05% Add +6.5% 13,688 $1.9M
Lanark Financial, Inc. 0.14% No change 13,600 $1.9M
Eagle Strategies LLC 0.25% Reduce -4.8% 13,600 $1.9M
International Assets Investment Management, LLC 0.13% Add +1.6% 13,548 $1.9M
American Wealth Advisors, LLC 1.86% Add +1.5% 13,454 $1.9M
Johnson Financial Group, Inc. 0.07% Add +14.5% 13,453 $1.9M
Flagship Harbor Advisors, LLC 0.09% Reduce -2.0% 13,452 $1.9M
Providence First Trust Co 0.66% Reduce -30.2% 13,442 $1.9M
Nwam LLC 0.11% Reduce -4.4% 12,839 $1.9M
Pinnacle Bancorp, Inc. 0.55% Add +13.7% 13,382 $1.9M
David J Yvars Group 1.00% Add +1.5% 13,318 $1.9M
Carbahal Olsen Financial Services Group, LLC 1.44% Reduce -1.8% 13,301 $1.9M
MSH Capital Advisors LLC 0.40% Add +0.4% 13,298 $1.9M
Cornell Pochily Investment Advisors, Inc. 0.54% Reduce -4.0% 13,255 $1.9M
Perryman Financial Advisory Inc. 0.27% — 13,244 $1.9M
LOM Asset Management Ltd 0.54% Reduce -1.7% 13,177 $1.9M
Tempus Wealth Planning, LLC 0.42% Reduce -9.1% 13,126 $1.9M
Traynor Capital Management, Inc. 0.10% Reduce -11.8% 13,087 $1.8M
Carnegie Investment Counsel 0.03% Add +6.8% 13,082 $1.8M
Principal Securities, Inc. 0.03% Add +2.5% 13,043 $1.8M
PFG Investments, LLC 0.09% Add +1.1% 12,943 $1.8M
Osborne Partners Capital Management, LLC 0.09% Reduce -5.9% 12,914 $1.8M
Investment Advisory Group, LLC 0.47% Reduce -0.7% 12,844 $1.8M
NCM Capital Management, LLC 0.67% Reduce -3.7% 12,754 $1.8M
Benjamin Edwards Inc. 0.02% Add +15.8% 12,582 $1.8M
Tiaa Trust, National Association 0.00% Add +1.7% 12,582 $1.8M
Simmons Bank 0.12% No change 12,434 $1.8M
Hicks Capital Management LLC 1.76% Add +1.7% 12,367 $1.7M
NorthCrest Asset Manangement, LLC 0.04% Add +4.8% 12,070 $1.7M
Astoria Portfolio Advisors LLC. 0.39% Add +82.4% 11,159 $1.7M
Union Savings Bank 0.74% — 12,178 $1.7M
Cypress Capital Group 0.19% Reduce -0.5% 12,177 $1.7M
TD Waterhouse Canada Inc. 0.01% Reduce -8.9% 12,163 $1.7M
Wedbush Securities Inc. 0.05% Add +13.3% 12,122 $1.7M
Berkshire Asset Management LLC 0.07% Reduce -38.5% 12,112 $1.7M
Gotham Asset Management 0.01% Add +72.1% 12,010 $1.7M
Caldwell Trust Co 0.15% Reduce -1.5% 11,968 $1.7M
Patriot Investment Management Group, Inc. 0.11% No change 11,947 $1.7M
Richwood Investment Advisors, LLC 1.20% Reduce -4.0% 10,767 $1.7M
Fiduciary Trust Co 0.02% Reduce -3.5% 11,847 $1.7M
CreativeOne Wealth, LLC 0.04% Add +10.6% 11,747 $1.7M
SVB Wealth LLC 0.10% Add +148.9% 11,722 $1.7M
Perigon Wealth Management, LLC 0.03% Add +18.7% 11,707 $1.7M
Syntegra Private Wealth Group, LLC 0.15% Add +4.2% 11,622 $1.6M
Deutsche Bank AG 0.00% Reduce -2.6% 11,581 $1.6M
Glen Eagle Advisors, LLC 0.22% Add +5.9% 11,531 $1.6M
GoalVest Advisory LLC 0.31% Add +96.7% 11,520 $1.6M
OneDigital Investment Advisors LLC 0.02% Reduce -17.3% 11,514 $1.6M
Robertson Stephens Wealth Management, LLC 0.05% Reduce -0.2% 11,505 $1.6M
Harbor Investment Advisory, LLC 0.12% Add +1.5% 11,495 $1.6M
Gladstone Institutional Advisory LLC 0.06% Reduce -0.6% 11,475 $1.6M
Pacific Point Advisors, LLC 0.86% No change 11,383 $1.6M
CRA Financial Services, LLC 0.21% Add +6.9% 11,383 $1.6M
Precedent Wealth Partners, LLC 0.34% Add +1.3% 11,324 $1.6M
Venture Visionary Partners LLC 0.05% Reduce -16.4% 10,700 $1.6M
JMG Financial Group, Ltd. 0.04% Reduce -0.2% 11,177 $1.6M
Regal Investment Advisors LLC 0.09% Reduce -1.5% 11,129 $1.6M
Flagstar Securities, Inc. 0.52% Reduce -1.7% 10,973 $1.5M
Asset Dedication, LLC 0.10% Reduce -11.9% 10,968 $1.5M
Harbour Investments, Inc. 0.03% Add +12.4% 10,916 $1.5M
First Nebraska Trust Co 0.14% Add +9.4% 10,879 $1.5M
Patten & Patten Inc. 0.09% Reduce -0.2% 10,848 $1.5M
Mission Creek Capital Partners, Inc. 0.31% Reduce -11.7% 10,822 $1.5M
TMB Capital Partners, LLC 0.52% — 10,795 $1.5M
Meridian Wealth Management, LLC 0.05% Reduce -1.6% 10,781 $1.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 10,701 $1.5M
BOK Financial Private Wealth, Inc. 0.09% Reduce -0.8% 10,674 $1.5M
Stonebridge Capital Advisors LLC 0.10% Reduce -5.5% 10,648 $1.5M
Fox Hill Wealth Management 0.70% Add +1.1% 10,626 $1.5M
Tyche Wealth Partners LLC 0.24% Reduce -3.0% 10,555 $1.5M
Rwa Wealth Partners, LLC 0.02% Reduce -4.9% 10,517 $1.5M
WBH Advisory Inc. 0.11% Add +0.1% 10,506 $1.5M
MLP3, LLC 1.62% — 10,484 $1.5M
Verdence Capital Advisors LLC 0.09% Reduce -1.1% 10,447 $1.5M
Whittier Trust Co. 0.02% No change 10,151 $1.5M
Viewpoint Capital Management LLC 0.64% Add +6.3% 10,419 $1.5M
Independent Financial Group, LLC 0.03% Add +15.5% 10,336 $1.5M
Farmers National Bank 0.32% Reduce -1.3% 10,283 $1.5M
Asset Allocation & Management Company, LLC 0.58% No change 10,273 $1.4M
Invenio Wealth Partners LLC 0.54% No change 10,265 $1.4M
Mill Creek Capital Advisors, LLC 0.03% Reduce -38.8% 10,228 $1.4M
Tempo Wealth, LLC 0.25% — 10,129 $1.4M
Sound View Wealth Advisors Group, LLC 0.10% Add +0.0% 10,065 $1.4M
Romano Brothers and Company 0.16% Add +0.7% 10,023 $1.4M
Keel Point, LLC 0.09% Add +0.5% 10,007 $1.4M
Focus Financial Network, Inc. 0.05% Add +4.2% 9,992 $1.4M
Smith, Moore & Co. 0.11% Add +2.6% 9,986 $1.4M
Summit Trail Advisors, LLC 0.02% Reduce -29.4% 9,974 $1.4M
waypoint wealth counsel 0.52% Reduce -2.4% 9,963 $1.4M
Trust Point Inc. 0.11% No change 9,907 $1.4M
ADG Wealth Management Group, LLC 1.06% Add +5.0% 9,887 $1.4M
Challenger Wealth Management 1.06% No change 9,884 $1.4M
Flow Traders U.S. LLC 0.05% New 9,868 $1.4M
Woodmont Investment Counsel LLC 0.09% Add +19.1% 9,809 $1.4M
Planned Solutions, Inc. 0.44% Reduce -5.0% 9,716 $1.4M
Belpointe Asset Management LLC 0.05% Reduce -0.6% 9,705 $1.4M
Journey Advisory Group, LLC 0.12% Add +0.8% 9,693 $1.4M
CDKV Holdings LLC 1.14% — 9,660 $1.4M
AE Wealth Management LLC 0.01% Reduce -9.2% 9,516 $1.3M
Savant Capital, LLC 0.01% Add +19.6% 9,495 $1.3M
Retirement Planning Co of New England, Inc. 0.53% Reduce -0.2% 9,430 $1.3M
HM Payson & Co. 0.02% Add +19.1% 9,430 $1.3M
Welch & Forbes LLC 0.02% Reduce -12.5% 9,416 $1.3M
Freestone Capital Holdings, LLC 0.04% Add +16.2% 9,415 $1.3M
Apollon Wealth Management, LLC 0.02% Add +6.3% 9,404 $1.3M
Occidental Asset Management, LLC 0.16% No change 9,395 $1.3M
Nest Investments, LLC 1.11% — 9,367 $1.3M
Titleist Asset Management, LLC 0.11% Add +2.3% 9,275 $1.3M
Prosperity Consulting Group, LLC 0.06% Add +5.5% 9,260 $1.3M
Snowwater Investment Partners, LLC 1.20% — 9,260 $1.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +0.5% 9,244 $1.3M
Annis Gardner Whiting Capital Advisors, LLC 0.25% Add +393.2% 9,227 $1.3M
Choreo, LLC 0.02% Reduce -0.1% 9,135 $1.3M
Three Bearings Fiduciary Advisors, Inc. 1.21% — 8,624 $1.3M
XML Financial, LLC 0.11% Reduce -6.1% 9,176 $1.3M
Aptus Capital Advisors, LLC 0.01% Reduce -0.0% 9,100 $1.3M
Dakota Wealth Management 0.02% Add +10.1% 9,066 $1.3M
Pettyjohn, Wood & White, Inc. 0.20% No change 9,064 $1.3M
Capital Advisors, Ltd. LLC 0.14% No change 9,044 $1.3M
GreatBanc Trust CO 0.90% Reduce -2.9% 9,035 $1.3M
Rockbridge Investment Management, LCC 0.12% No change 8,969 $1.3M
Continuum Advisory, LLC 0.13% Reduce -7.3% 8,949 $1.3M
Asset Advisory Group, Inc. 0.63% — 8,945 $1.3M
Freedom Financial Partners LLC 0.46% Reduce -5.8% 8,918 $1.3M
Wolff Financial Management LLC 0.28% Reduce -0.7% 8,896 $1.3M
VAUGHAN & Co SECURITIES, INC. 0.65% Reduce -1.9% 8,845 $1.2M
TCI Wealth Advisors, Inc. 0.07% Reduce -4.7% 8,828 $1.2M
Eastern Bank 0.02% Add +35.1% 8,809 $1.2M
Winthrop Advisory Group LLC 0.11% Add +0.1% 8,794 $1.2M
Fulton Breakefield Broenniman LLC 0.08% Add +21.0% 8,748 $1.2M
SCS Capital Management LLC 0.01% Add +3.4% 8,735 $1.2M
Edge Wealth Management LLC 0.22% Add +3.1% 8,712 $1.2M
Infinity Wealth Counsel, LLC 1.12% Reduce -0.4% 8,705 $1.2M
Kohmann Bosshard Financial Services, LLC 0.11% No change 8,699 $1.2M
Flagship Wealth Advisors, LLC 0.36% Add +0.1% 8,651 $1.2M
Embree Financial Group 0.15% Add +1.0% 8,608 $1.2M
Rehmann Capital Advisory Group 0.06% Add +0.6% 8,524 $1.2M
Fiducient Advisors LLC 0.15% Reduce -10.4% 8,520 $1.2M
ARS Investment Partners, LLC 0.07% No change 8,511 $1.2M
First National Trust Co 0.04% Add +3.8% 8,466 $1.2M
Squire Investment Management Company, LLC 0.36% No change 8,455 $1.2M
Keudell/Morrison Wealth Management 0.25% — 8,449 $1.2M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -11.9% 8,406 $1.2M
Kestra Private Wealth Services, LLC 0.01% Add +12.1% 8,387 $1.2M
Old North State Trust, LLC 0.69% Reduce -6.1% 8,305 $1.2M
Chatham Capital Group, Inc. 0.17% No change 8,298 $1.2M
MassMutual Private Wealth & Trust, FSB 0.03% Add +57.1% 8,295 $1.2M
Independent Wealth Network Inc. 0.36% Reduce -0.1% 8,293 $1.2M
O'ROURKE & COMPANY, Inc 0.46% Reduce -2.7% 8,288 $1.2M
Davidson Trust Co. 0.49% No change 8,281 $1.2M
Cove Private Wealth, LLC 0.35% No change 8,280 $1.2M
Bar Harbor Wealth Management 0.07% Add +11.9% 8,207 $1.2M
Coordinated Financial Services, Inc. 0.67% Add +72.3% 8,169 $1.2M
Performance Wealth Partners, LLC 0.03% Reduce -3.5% 8,167 $1.2M
Thayer Partners, LLC / MA 0.56% — 8,141 $1.1M
Accredited Investors Inc. 0.06% Reduce -0.4% 8,140 $1.1M
Guardian Wealth Advisors, LLC / NC 0.07% No change 8,136 $1.1M
Bradley Foster & Sargent Inc. 0.02% Reduce -0.6% 8,117 $1.1M
Fort Washington Investment Advisors Inc. 0.01% No change 8,108 $1.1M
Nations Financial Group Inc, /Ia/ 0.06% Add +42.2% 8,045 $1.1M
Claris Financial LLC 0.60% Add +0.5% 7,968 $1.1M
Chapin Davis, Inc. 0.26% Add +33.5% 7,962 $1.1M
Alterna Wealth Management, Inc. 0.94% No change 7,957 $1.1M
MainStreet Investment Advisors LLC 0.16% Add +8.2% 7,945 $1.1M
Koshinski Asset Management, Inc. 0.07% Reduce -2.8% 7,903 $1.1M
Archer Investment Corp 0.25% Add +0.9% 7,840 $1.1M
Legacy Trust 0.21% No change 7,835 $1.1M
Associated Banc-Corp 0.03% Reduce -0.7% 7,790 $1.1M
CVA Family Office, LLC 0.13% Add +7.7% 7,729 $1.1M
Cadence Bank 0.06% Reduce -0.9% 7,678 $1.1M
Islay Capital Management, LLC 0.64% Add +0.6% 7,653 $1.1M
MKT Advisors LLC 0.37% No change 7,454 $1.1M
Beacon Financial Advisory LLC 0.25% Add +3.3% 7,559 $1.1M
CoreCap Advisors, LLC 0.04% Reduce -7.5% 7,542 $1.1M
Dodds Wealth, LLC 0.26% Reduce -1.2% 7,526 $1.1M
Private Trust Co. NA 0.09% Reduce -12.5% 7,523 $1.1M
Financial Engines Advisors L.L.C. 0.00% Reduce -0.3% 7,518 $1.1M
Blodgett Wealth Advisors, LLC 0.74% Reduce -2.6% 7,515 $1.1M
River Wealth Advisors LLC 0.12% Add +32.3% 7,502 $1.1M
Atlas Legacy Advisors, LLC 0.18% No change 7,468 $1.1M
Gould Asset Management LLC 0.19% Add +4.6% 7,458 $1.1M
Platform Technology Partners 0.22% Add +0.0% 7,437 $1.0M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -2.4% 7,425 $1.0M
Renaissance Technologies 0.00% New 7,400 $1.0M
Compound Planning, Inc. 0.03% Add +164.3% 7,362 $1.0M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -5.6% 7,342 $1.0M
CENTRAL TRUST Co 0.02% No change 7,336 $1.0M
Sunbelt Securities, Inc. 0.07% Reduce -0.1% 7,320 $1.0M
Apollon Financial, LLC 0.15% Add +5.0% 7,310 $1.0M
Wilmington Savings Fund Society, FSB 0.02% No change 7,243 $1.0M
Wellspring Financial Advisors, LLC 0.08% Reduce -0.3% 7,204 $1.0M
Kanawha Capital Management LLC 0.07% Reduce -0.3% 7,201 $1.0M
Jupiter Wealth Management LLC 0.45% No change 6,496 $1.0M
Guerra Pan Advisors, LLC 0.60% Reduce -1.3% 7,183 $1.0M
Aprio Wealth Management, LLC 0.06% No change 7,175 $1.0M
Security National Bank of So Dak 0.50% No change 7,130 $1.0M
Pathway Financial Advisers, LLC 0.29% Add +0.6% 7,128 $1.0M
Cordgrass Capital Advisors, LLC 0.24% Reduce -0.7% 7,126 $1.0M
Capital Asset Advisory Services LLC 0.04% Add +4.5% 6,932 $1.0M
Code Waechter LLC 0.65% No change 7,120 $1.0M
Neuberger Berman Group LLC 0.00% Add +245.6% 7,063 $997K
PFG Advisors 0.05% Reduce -31.4% 7,061 $997K
Integrity Alliance, Llc. 0.04% Add +83.9% 7,048 $995K
First National Bank of Omaha 0.03% New 6,980 $993K
Intrust Bank NA 0.08% No change 7,013 $990K
Resonant Capital Advisors, LLC 0.05% No change 7,000 $988K
Sheets Smith Wealth Management 0.11% Reduce -2.3% 6,998 $988K
Stronghold Wealth Management L.L.C. 1.45% — 6,960 $982K
Vision Retirement, LLC 0.26% — 6,944 $980K
Old Mission Investment Co LLC 0.23% Add +33.4% 6,942 $980K
IHT Wealth Management, LLC 0.02% Reduce -13.9% 6,928 $978K
Signet Financial Management, LLC 0.11% Reduce -0.3% 6,855 $967K
Park Place Capital Corp 0.20% Reduce -0.7% 6,847 $966K
Churchill Financial Advisors, LLC 0.29% — 6,825 $963K
Helium Advisors LLC 0.97% Add +0.1% 6,820 $963K
Atlas Private Wealth Advisors 0.22% Reduce -6.9% 6,819 $962K
Fortis Group Advisors, LLC 0.16% Add +3.6% 6,394 $962K
Cabana LLC 7.21% New 6,814 $962K
D. E. Shaw & Co. 0.00% New 6,775 $956K
CBIZ Investment Advisory Services, LLC 0.04% Add +0.5% 6,682 $943K
Able Wealth Management LLC 0.30% Add +5.1% 6,681 $943K
Next Level Private LLC 0.25% Reduce -8.9% 6,679 $943K
Strait & Sound Wealth Management LLC 0.35% Reduce -0.1% 6,642 $937K
Cornerstone Wealth Group, LLC 0.06% Reduce -3.3% 6,614 $934K
WealthTrust Axiom LLC 0.24% No change 6,575 $928K
Thomasville National Bank 0.06% No change 6,543 $923K
Sageworth Trust Co 0.04% No change 6,541 $923K
Roman Butler Fullerton & Co. 0.24% Reduce -3.0% 6,207 $923K
Colter Lewis Investment Partners LLC 1.07% — 6,530 $922K
Merit Financial Group, LLC 0.01% Reduce -4.3% 6,470 $913K
Capital Group Private Client Services, Inc. 0.01% Add +0.8% 6,467 $913K
Indiana Trust & Investment Management Co 0.27% No change 6,449 $910K
Citizens National Bank Trust Department 0.16% Reduce -2.9% 6,445 $910K
Moors & Cabot, Inc. 0.04% Add +10.2% 6,440 $909K
Global Trust Asset Management, LLC 0.36% Reduce -40.0% 6,431 $908K
TruWealth Advisors, LLC 0.04% Add +0.2% 6,373 $900K
Wealth Dimensions Group, Ltd. 0.18% Reduce -0.5% 6,332 $894K
Reality Financial Planning Services, LLC 0.85% — 6,294 $888K
Dale Q Rice Investment Management Ltd 0.64% Reduce -0.4% 6,284 $887K
Aspiriant, LLC 0.03% No change 6,251 $882K
Krilogy Financial LLC 0.03% Reduce -0.2% 5,923 $882K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.20% No change 6,231 $879K
Capital Advantage, Inc. 0.12% Add +1.8% 6,227 $879K
W Advisors, LLC 0.44% No change 6,207 $876K
Appleton Partners Inc. 0.06% No change 6,184 $873K
Warner Financial, Inc. 0.30% Add +0.3% 6,162 $870K
ICONIQ Capital, LLC 0.01% Add +0.2% 6,164 $870K
Lowe Brockenbrough & Co. Inc. 0.04% Add +4.2% 6,129 $865K
High Falls Advisors, Inc 0.18% Reduce -34.8% 6,128 $865K
Virtue Capital Management, LLC 0.13% Reduce -46.6% 6,037 $861K
Fagan Associates, Inc. 0.11% Add +0.1% 6,097 $861K
James Investment Research, Inc. 0.09% Add +17.6% 6,067 $856K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -0.3% 6,054 $854K
Savvy Advisors, Inc. 0.03% Add +13.0% 6,049 $854K
Caprock Group, LLC 0.02% Add +85.5% 6,008 $848K
DT Investment Partners, LLC 0.07% No change 6,000 $847K
Prepared Retirement Institute LLC 0.43% Add +128.0% 5,987 $845K
Ameriflex Group, Inc. 0.44% Reduce -47.6% 5,986 $845K
TFC Financial Management, Inc. 0.11% Add +65.0% 5,935 $838K
Argyle Capital Partners, LLC 0.61% Reduce -19.1% 5,929 $837K
First Citizens Financial Corp 0.41% Reduce -0.8% 5,914 $835K
Gentry Private Wealth, LLC 0.52% No change 5,900 $833K
Capula Management Ltd 0.01% Reduce -87.0% 5,889 $831K
Cornerstone Wealth Management, LLC 0.04% Add +1.5% 5,852 $826K
Trace Wealth Advisors, LLC 0.59% No change 5,804 $819K
Texas Yale Capital Corp. 0.02% No change 5,795 $818K
M1 Capital Management LLC 0.34% Add +0.7% 5,757 $813K
Dupree Financial Group, LLC 0.30% Reduce -0.6% 5,754 $812K
Urban Wealth Management, LLC 0.75% — 5,743 $811K
United Community Bank 0.31% Reduce -19.1% 5,720 $807K
Sumitomo Mitsui Financial Group, Inc. 0.01% Reduce -0.6% 5,717 $807K
ASL Financial, LLC 0.63% — 5,716 $807K
Modera Wealth Management, LLC 0.01% No change 5,686 $803K
Alley Investment Management Company, LLC 0.09% Reduce -0.3% 5,668 $800K
Avior Wealth Management, LLC 0.02% Reduce -13.7% 5,662 $799K
Diversified Trust Co. 0.01% Add +15.6% 5,638 $796K
O'shaughnessy Asset Management, LLC 0.00% Reduce -1.1% 5,635 $795K
Marietta Investment Partners LLC 0.16% Reduce -41.7% 5,600 $790K
Marco Investment Management LLC 0.06% Add +0.2% 5,591 $789K
Tred Avon Family Wealth, LLC 0.26% New 5,583 $788K
Montecito Bank & Trust 0.13% No change 5,582 $788K
Venturi Wealth Management, LLC 0.04% Reduce -19.0% 5,580 $788K
Henrickson Nauta Wealth Advisors, Inc. 0.12% Add +98.0% 5,426 $787K
Choate Investment Advisors 0.02% No change 5,490 $775K
SageGuard Financial Group, LLC 0.12% — 5,477 $773K
Retirement Planning Group, LLC 0.03% Reduce -9.3% 5,475 $773K
Cassaday & Co Wealth Management LLC 0.02% No change 5,448 $769K
Trust Co. of Vermont 0.03% Add +8.6% 5,405 $763K
Ignite Planners, LLC 0.12% Reduce -1.6% 5,045 $759K
Quadcap Wealth Management, LLC 0.09% Reduce -0.9% 5,318 $751K
VestGen Advisors, LLC 0.03% Reduce -61.9% 5,313 $750K
Signature Estate & Investment Advisors LLC 0.02% Add +0.7% 5,306 $749K
Flywheel Private Wealth LLC 0.47% No change 5,294 $747K
Clear Harbor Asset Management, LLC 0.05% Add +61.2% 5,270 $744K
Apella Capital, LLC 0.01% Add +24.3% 5,266 $743K
TCP Asset Management, LLC 0.12% Add +0.2% 5,255 $742K
Naples Global Advisors, LLC 0.06% No change 5,253 $741K
Versant Capital Management, Inc 0.09% No change 5,249 $741K
Ausdal Financial Partners, Inc. 0.03% Add +4.6% 5,245 $740K
Leo Wealth, LLC 0.05% Add +0.8% 5,206 $735K
WJ Financial Advisors LLC 0.65% No change 5,188 $732K
First Manhattan Co. Llc. 0.00% No change 5,180 $731K
Jackson Hole Capital Partners, LLC 0.12% No change 5,128 $724K
WealthPLAN Partners, LLC 0.11% Add +0.0% 5,127 $724K
Daymark Wealth Partners, LLC 0.02% Reduce -0.6% 5,119 $722K
CapWealth Advisors, LLC 0.06% Reduce -2.4% 5,085 $718K
New England Private Wealth Advisors LLC 0.09% Add +0.7% 5,052 $713K
Lodestar Private Asset Management LLC 0.07% Add +0.1% 5,037 $711K
Fusion Family Wealth, LLC 0.05% Add +4.0% 5,032 $710K
Aspen Grove Capital, LLC 0.12% Add +1.1% 5,025 $709K
55 North Private Wealth, LLC 0.19% — 5,000 $706K
Sculati Wealth Management, LLC 0.25% Reduce -28.6% 4,999 $706K
Montis Financial, LLC 0.14% Add +1.9% 4,991 $704K
Ellsworth Advisors, LLC 0.14% Add +18.8% 4,750 $702K
Tompkins Financial Corp. 0.05% Reduce -50.3% 4,960 $700K
Great Valley Advisor Group, Inc. 0.01% Add +1.3% 4,956 $700K
Alerus Financial NA 0.03% Add +15.3% 4,948 $698K
North Forty Two & Co. 0.65% No change 4,902 $692K
Brookstone Capital Management 0.01% Add +82.7% 4,867 $687K
Rik Saylor Financial, Inc. 0.50% Reduce -1.9% 4,852 $685K
Bedel Financial Consulting, Inc. 0.07% No change 4,851 $685K
Waldron Private Wealth LLC 0.03% Reduce -26.2% 4,845 $684K
Greenfield Savings Bank 0.29% Reduce -5.5% 4,840 $683K
Juncture Wealth Strategies, LLC 0.22% Reduce -4.2% 4,833 $682K
Invested Advisors 0.71% Add +64.2% 4,825 $681K
Mayport, LLC 0.14% Add +28.0% 4,768 $673K
Strategies Wealth Advisors, LLC 0.07% Add +1.1% 4,764 $672K
Dearborn Partners LLC 0.03% Add +7.9% 4,761 $672K
Portland Global Advisors LLC 0.07% No change 4,750 $670K
MGB Wealth Management, LLC 0.19% Add +0.3% 4,745 $670K
Ocean Park Asset Management, LLC 0.03% Reduce -6.5% 4,740 $669K
Crestwood Advisors Group, LLC 0.01% Reduce -0.6% 4,738 $669K
Warwick Investment Management, Inc. 0.10% Reduce -2.9% 4,712 $665K
Weatherly Asset Management L. P. 0.05% No change 4,695 $663K
Lakeridge Wealth Management LLC 0.30% Reduce -29.6% 4,689 $662K
Selective Wealth Management, Inc. 0.21% Add +0.7% 4,473 $661K
Pinion Investment Advisors, LLC 0.16% New 4,679 $660K
Hyposwiss Advisors SA 0.65% — 4,675 $660K
Evermay Wealth Management LLC 0.07% No change 4,673 $660K
Bartlett & Co. Wealth Management LLC 0.01% No change 4,630 $653K
Shrier Wealth Management, LLC 0.26% — 4,618 $652K
Jaffetilchin Investment Partners, LLC 0.04% Add +14.9% 4,616 $652K
Greenleaf Trust 0.01% Reduce -7.5% 4,609 $651K
Trivium Point Advisory, LLC 0.07% Reduce -12.2% 4,592 $648K
Brown Brothers Harriman & Co. 0.00% Reduce -2.1% 4,587 $647K
Bearing Point Capital, LLC 0.10% New 4,585 $647K
Thrivent Financial for Lutherans 0.00% Reduce -2.9% 4,551 $647K
Keystone Wealth Services, LLC 0.14% Reduce -1.4% 4,568 $645K
Spire Wealth Management 0.02% Add +2.2% 4,566 $644K
Connable Office Inc. 0.06% No change 4,556 $643K
Florida Trust Wealth Management Co 0.02% No change 4,546 $642K
Mowery & Schoenfeld Wealth Management, LLC 0.93% No change 4,545 $641K
Mascoma Wealth Management LLC 0.14% Reduce -2.5% 4,522 $638K
Ascent Group, LLC 0.02% Add +1.7% 4,510 $637K
Fonville Wealth Management LLC 0.13% Add +0.5% 4,482 $633K
Kingsview Wealth Management, LLC 0.01% Add +1.6% 4,463 $630K
Compass Ion Advisors, LLC 0.06% No change 4,456 $629K
Heartwood Wealth Advisors LLC 0.06% Reduce -0.1% 4,403 $621K
Summit Financial Strategies, Inc. 0.05% No change 4,392 $620K
Catalyst Financial Partners LLC 0.07% No change 4,389 $619K
SouthState Bank Corp 0.03% Reduce -1.8% 4,366 $616K
Investors Research Corp 0.11% Reduce -1.7% 4,334 $612K
SkyOak Wealth, LLC 0.11% Reduce -0.8% 4,334 $612K
Centaurus Financial, Inc. 0.03% Add +4.8% 4,313 $609K
Quest 10 Wealth Builders, Inc. 0.54% Reduce -0.2% 4,313 $609K
Ledyard National Bank 0.05% Reduce -3.2% 4,310 $608K
Summit Financial, LLC 0.01% Add +15.2% 4,300 $607K
Nilsine Partners, LLC 0.05% Add +184.8% 4,289 $605K
Leavell Investment Management, Inc. 0.03% Add +11.1% 4,276 $604K
2UniFi Bank 0.29% Add +46.1% 4,275 $603K
Fiduciary Group, LLC 0.05% No change 4,264 $602K
Bellevue Asset Management, LLC 0.19% Add +0.5% 4,251 $600K
Realta Investment Advisors 0.20% Add +4.3% 4,218 $595K
Procyon Advisors, LLC 0.03% Add +15.8% 4,179 $590K
KFG Wealth Management, LLC 0.08% Reduce -1.1% 4,178 $590K
Foundations Investment Advisors, LLC 0.01% Add +182.9% 4,175 $589K
BIP Wealth, LLC 0.02% Reduce -9.3% 4,147 $585K
Regatta Capital Group, LLC 0.09% Reduce -1.0% 4,123 $582K
Atria Investments, Inc 0.01% Add +11.7% 4,122 $582K
Madrona Financial Services, LLC 0.12% Reduce -1.5% 4,092 $578K
Trust Co. of Toledo NA 0.06% Reduce -13.5% 4,080 $576K
Barrett & Company, Inc. 0.19% Add +0.8% 4,077 $575K
Integris Wealth Management, LLC 0.13% No change 4,036 $570K
Arthur M. Cohen & Associates, LLC 0.09% Reduce -6.2% 4,004 $565K
Harpswell Capital Advisors, LLC 0.45% No change 4,000 $565K
Heck Capital Advisors, LLC 0.04% New 4,000 $565K
Rockwood Wealth Management, LLC 0.04% No change 3,994 $564K
Steinberganna Wealth Management 0.26% Reduce -3.2% 3,988 $563K
Cahaba Wealth Management, Inc. 0.04% Add +0.7% 3,987 $563K
Pps&v Asset Management Consultants, Inc. 0.33% No change 3,972 $561K
Nvwm, LLC 0.12% Reduce -2.7% 3,970 $560K
IRON Financial LLC 0.26% Add +0.9% 3,940 $556K
BBR Partners, LLC 0.03% No change 3,926 $554K
Chilton Capital Management LLC 0.02% No change 3,893 $549K
Charter Capital Management, LLC\DE 0.28% No change 3,873 $547K
Purkiss Capital Advisors LLC 0.26% Reduce -10.8% 3,871 $546K
SeaCrest Wealth Management, LLC 0.06% Add +0.0% 3,824 $546K
Worth Financial Advisory Group, LLC 0.26% Add +4.3% 3,863 $545K
Signaturefd, LLC 0.01% No change 3,851 $544K
Triangle Securities Wealth Management 0.11% No change 3,825 $540K
Neumann Capital Management, LLC 0.16% No change 3,819 $539K
Wellington-Altus USA Inc. 0.40% — 3,800 $536K
Samalin Investment Counsel, LLC 0.19% Reduce -4.1% 3,796 $536K
Costello Asset Management, INC 0.17% Add +167.5% 3,740 $528K
Regent Peak Wealth Advisors LLC 0.10% Reduce -17.2% 3,740 $528K
Breakwater Capital Group 0.07% Reduce -0.0% 3,738 $528K
Cambridge Financial Group, LLC 0.18% Add +56.9% 3,700 $525K
West Paces Advisors Inc. 0.10% No change 3,714 $524K
Mgo One Seven LLC 0.01% Reduce -6.4% 3,713 $524K
Schnieders Capital Management, Llc. 0.08% No change 3,701 $522K
Hoese & Co LLP 0.37% No change 3,695 $522K
Trilogy Capital Inc. 0.02% Add +3.8% 3,691 $521K
Litman Gregory Wealth Management LLC 0.04% Add +8.4% 3,685 $520K
StoneX Group Inc. 0.02% Add +35.3% 3,663 $518K
Carl P. Sherr & Co., LLC 0.23% No change 3,432 $516K
Interchange Capital Partners, LLC 0.10% Add +0.5% 3,649 $515K
Red Tortoise LLC 0.22% Add +0.1% 3,646 $515K
Bull Street Advisors, LLC 0.24% No change 3,625 $512K
Global Trust Wealth Management LLC 0.38% — 3,626 $512K
Smith Chas P & Associates Pa Cpas 0.03% Add +20.6% 3,624 $511K
Clark Capital Management Group, Inc. 0.00% No change 3,605 $509K
QRG Capital Management, Inc. 0.01% Add +12.3% 3,602 $508K
Rogco, LP 0.17% No change 3,590 $507K
Navis Wealth Advisors, LLC 0.21% Add +0.3% 3,577 $505K
Mezzasalma Advisors, LLC 0.12% Add +0.9% 3,537 $504K
Strategic Wealth Partners, Ltd. 0.03% Add +9.5% 3,574 $504K
Pines Wealth Management, LLC 0.16% No change 3,572 $504K
TFB Advisors LLC 0.14% Add +0.8% 3,510 $495K
Bank of New Hampshire 0.11% No change 3,500 $494K
Hixon Zuercher, LLC 0.15% Add +0.5% 3,499 $494K
Anb Bank 0.20% Reduce -1.0% 3,489 $492K
Investment Partners, LTD. 0.17% Add +0.2% 3,478 $491K
truNorth Financial Services, Inc. 0.53% — 3,470 $490K
Federated Hermes, Inc. 0.00% New 3,460 $488K
Cambridge Advisors Inc. 0.09% No change 3,450 $487K
Sage Capital Management, LLC 0.22% Add +0.7% 3,403 $481K
Baring Financial LLC 0.29% Reduce -0.4% 3,391 $479K
Zions Bancorporation, National Association 0.02% No change 3,390 $478K
Bangor Savings Bank 0.04% Reduce -3.4% 3,388 $478K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 3,385 $478K
Chancellor Financial Group WB LP 0.33% No change 3,383 $478K
Secure Asset Management, LLC 0.08% Add +0.4% 3,379 $477K
Certuity, LLC 0.03% Add +7.2% 3,376 $476K
Journey Strategic Wealth LLC 0.01% Add +1.7% 3,373 $476K
Allie Family Office LLC 0.22% No change 3,370 $476K
Total Clarity Wealth Management, Inc. 0.11% Add +9.8% 3,367 $475K
M. Kulyk & Associates, LLC 0.09% Add +0.1% 3,358 $474K
Kelsey Financial, LLC 0.41% — 3,354 $473K
Weaver Consulting Group 0.12% Reduce -6.9% 3,347 $472K
Mather Group, Llc. 0.00% Reduce -0.6% 3,343 $472K
TBH Global Asset Management, LLC 0.08% Add +46.0% 3,324 $469K
Peak Planning Group, LLC 0.13% New 3,313 $468K
Farmers & Merchants Investments Inc. 0.01% No change 3,294 $465K
Smith Thornton Advisors LLC 0.24% No change 3,275 $462K
Ritter Daniher Financial Advisory LLC / DE 0.08% Add +0.6% 3,270 $462K
180 Wealth Advisors, LLC 0.05% Reduce -0.1% 3,264 $461K
Providence Capital Advisors, LLC 0.08% Add +8.7% 3,264 $461K
Chesley Taft & Associates LLC 0.02% New 3,253 $459K
Thrive Capital Management, LLC 0.10% Reduce -9.9% 3,246 $458K
HUB Investment Partners, LLC 0.01% Reduce -25.4% 3,245 $458K
Atlantic Union Bankshares Corp 0.01% Reduce -15.1% 3,231 $456K
Peddock Capital Advisors, LLC 0.10% Reduce -20.4% 3,221 $455K
Sandro Wealth Management LLC 0.37% — 3,206 $452K
Wedmont Private Capital 0.02% Add +21.1% 3,155 $450K
Exencial Wealth Advisors, LLC 0.01% Reduce -11.7% 3,181 $449K
Aspire Capital Advisors LLC 0.11% No change 3,180 $449K
Obermeyer Wealth Partners 0.02% Add +13.5% 3,177 $448K
ProVise Management Group, LLC 0.03% Reduce -1.6% 3,143 $444K
Insight Wealth Strategies, LLC 0.05% Reduce -8.4% 3,133 $442K
Lee Danner & Bass Inc. 0.03% No change 3,120 $440K
Vision Capital Management, Inc. 0.05% No change 3,099 $437K
Jamison Private Wealth Management, Inc. 0.05% Add +0.2% 3,096 $437K
Evolve Private Wealth, LLC 0.03% — 3,094 $437K
Xcelsior Advisor Partners LLC 0.21% — 3,084 $435K
Northstar Group, Inc. 0.06% Add +2.2% 3,075 $434K
WFA of San Diego, LLC 0.32% Reduce -3.2% 3,061 $432K
Larson Financial Group LLC 0.01% Add +119.6% 3,061 $432K
Thrive Wealth Management, LLC 0.06% Add +0.2% 3,057 $431K
Arrowroot Family Office, LLC 0.16% Add +3.5% 3,048 $430K
Primoris Wealth Advisors, LLC 0.26% No change 3,026 $427K
Capstone Wealth Management, Inc. 0.37% — 3,010 $426K
Moss Adams Wealth Advisors LLC 0.03% No change 3,013 $425K
Davis R M Inc. 0.01% New 3,008 $425K
SlateStone Wealth, LLC 0.04% Add +0.3% 3,007 $424K
TrueWealth Advisors, LLC 0.11% No change 3,000 $423K
NORTHSTAR ASSET MANAGEMENT Co 0.09% No change 2,960 $418K
Waters Parkerson & Co., LLC 0.02% No change 2,960 $418K
Balanced Wealth Group LLC 0.15% Add +0.9% 2,916 $415K
Opal Capital LLC 0.10% — 2,729 $414K
Essex Bank 0.09% No change 2,926 $413K
FC Advisory LLC 0.12% Add +0.7% 2,922 $412K
PMG Wealth Management, Inc. 0.30% Add +7.4% 2,908 $410K
Sage Capital Advisors,llc 0.10% Reduce -0.2% 2,907 $410K
Powers Advisory Group, LLC 0.15% New 2,901 $409K
Rockland Trust Co. 0.02% Add +13.8% 2,881 $407K
Tortuga Wealth Management, Inc 0.43% — 2,877 $406K
Bryn Mawr Trust Advisors, LLC 0.02% Add +56.9% 2,875 $406K
First Fiduciary Investment Counsel, Inc. 0.08% No change 2,872 $405K
Stiles Financial Services Inc 0.12% Add +0.7% 2,868 $405K
Parsons Capital Management Inc. 0.02% Reduce -5.8% 2,867 $405K
BLB&B Advisors, LLC 0.02% Add +1.5% 2,866 $405K
Annex Advisory Services, LLC 0.01% Add +66.7% 2,858 $403K
Ritholtz Wealth Management 0.01% Add +35.5% 2,849 $402K
Busey Bank 0.01% No change 2,848 $402K
STAR Financial Bank 0.20% No change 2,840 $401K
Horizon Investments, LLC 0.01% Reduce -6.0% 2,823 $398K
AF Advisors, Inc. 0.15% Reduce -3.2% 2,823 $398K
Future Financial Wealth Managment LLC 0.27% Reduce -11.6% 2,710 $396K
Vantage Investment Partners, LLC 0.03% Reduce -1.4% 2,806 $396K
Dixon Fnancial Services, Inc. 0.18% No change 2,805 $396K
Courage Miller Partners, LLC 0.12% Add +0.2% 2,802 $395K
Continuum Wealth Advisors, LLC 0.15% Reduce -8.4% 2,801 $395K
Hunter Associates Investment Management LLC 0.05% Add +3.3% 2,781 $393K
Sentinel Trust Co. Lba 0.04% No change 2,755 $389K
Motco 0.04% Add +60.8% 2,751 $388K
Alpine Bank Wealth Management 0.05% No change 2,750 $388K
John Boyer, Inc. 0.39% Reduce -7.5% 2,740 $387K
Fairvoy Private Wealth, LLC 0.09% No change 2,734 $386K
Southland Equity Partners LLC 0.08% Add +1.4% 2,718 $384K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +1.3% 2,714 $383K
Oakworth Capital, Inc. 0.02% No change 2,713 $383K
North Star Asset Management Inc. 0.02% No change 2,710 $382K
Keating Financial Advisory Services, Inc. 0.05% — 2,696 $381K
CFM Wealth Partners LLC 0.05% No change 2,693 $380K
Cardiff Park Advisors, LLC 0.03% No change 2,671 $377K
Strategic Family Wealth Counselors, L.L.C. 0.08% No change 2,572 $376K
Tudor Financial Inc. 0.19% Add +0.1% 2,621 $370K
Pension & Wealth Management Advisors, Inc. 0.11% Reduce -13.5% 2,616 $369K
Pflug Koory, LLC 0.17% Reduce -8.6% 2,608 $368K
Palisade Asset Management, LLC 0.04% No change 2,590 $366K
Camden National Bank 0.05% Reduce -1.3% 2,589 $365K
KPP Advisory Services LLC 0.05% Reduce -0.2% 2,583 $365K
Mma Asset Management LLC 0.13% Add +0.5% 2,580 $364K
Glassman Wealth Services 0.05% No change 2,569 $363K
Silver Oak Securities, Incorporated 0.02% Add +4.5% 2,548 $362K
Biltmore Family Office, LLC 0.05% No change 2,567 $362K
JB Capital LLC 0.01% Add +6.4% 2,562 $362K
RFG Advisory, LLC 0.01% Reduce -15.1% 2,555 $361K
American Financial & Tax Strategies Inc. 0.18% No change 2,553 $360K
YANKCOM Partnership 0.15% Reduce -5.6% 2,550 $360K
Cantor Fitzgerald Investment Advisors L.P. 0.03% No change 2,548 $360K
Gainplan LLC 0.13% Reduce -1.5% 2,539 $358K
Bouvel Investment Partners, LLC 0.10% Add +13.5% 2,539 $358K
Calamos Wealth Management LLC 0.01% No change 2,533 $358K
Commonwealth Financial Services, LLC 0.06% Reduce -0.3% 2,521 $356K
Calton & Associates, Inc. 0.05% Add +5.6% 2,519 $355K
WoodTrust Financial Corp 0.04% Add +0.3% 2,512 $355K
Latitude Advisors, LLC 0.16% Add +38.9% 2,500 $353K
Clayton Financial Group LLC 0.18% New 2,500 $353K
Passive Capital Management, LLC. 0.11% No change 2,500 $353K
Mengis Capital Management, Inc. 0.06% No change 2,500 $353K
GM Advisory Group, LLC 0.01% Add +0.7% 2,496 $352K
Chevy Chase Trust Holdings, LLC 0.00% Add +70.9% 2,495 $352K
Nicolet Bankshares Inc. 0.06% No change 2,475 $349K
Elk River Wealth Management LLC 0.06% No change 2,471 $349K
LongView Wealth Management 0.08% Reduce -11.0% 2,393 $348K
Silvercrest Asset Management Group LLC 0.00% Reduce -11.8% 2,438 $344K
Mystic Asset Management, Inc. 0.08% Reduce -1.2% 2,434 $344K
Capital Advisors Inc. 0.01% Reduce -7.8% 2,423 $342K
Rodgers Brothers Inc. 0.04% No change 2,422 $342K
BridgePort Financial Solutions, LLC 0.09% No change 2,405 $339K
Twele Capital Management, Inc. 0.06% No change 2,401 $339K
United Bank 0.04% No change 2,399 $339K
Fairfield Financial Advisors, LTD 0.11% Add +5.6% 2,393 $338K
Pacific Sun Financial Corp 0.16% No change 2,392 $338K
Vident Advisory, LLC 0.00% New 2,385 $337K
SHP Wealth Management 0.03% — 2,369 $334K
Benedict Financial Advisors Inc. 0.07% Reduce -0.8% 2,359 $333K
Capital Investment Advisory Services, LLC 0.02% Add +0.0% 2,359 $333K
Money Concepts Capital Corp. 0.02% Add +1.4% 2,356 $333K
Pure Financial Advisors, LLC 0.01% Add +0.7% 2,355 $332K
Northwest Bancshares, Inc. 0.06% No change 2,353 $332K
Highview Capital Management LLC 0.12% No change 2,348 $331K
Fogel Capital Management, Inc. 0.15% No change 2,345 $331K
Northeast Investment Management 0.01% No change 2,341 $330K
Clifford Swan Investment Counsel LLC 0.01% No change 2,333 $329K
Philadelphia Trust Co. 0.02% Reduce -2.1% 2,333 $329K
Clarus Group, Inc. 0.12% No change 2,329 $329K
Coastal Bridge Advisors, LLC 0.02% No change 2,321 $328K
Cornerstone Advisory, LLC 0.03% Reduce -5.4% 2,320 $327K
Good Harbor Advisors, Inc. 0.38% — 2,319 $327K
Access Financial Services, Inc. 0.12% No change 2,317 $327K
First Heartland Consultants, Inc. 0.02% Reduce -1.6% 2,302 $325K
Madison Wealth Partners, Inc 0.06% New 2,295 $324K
Marquette Asset Management, LLC 0.05% Reduce -8.7% 2,289 $323K
Clientfirst Wealth Management, LLC 0.26% No change 2,285 $323K
Plante Moran Financial Advisors, LLC 0.02% Add +4.4% 2,283 $322K
Affiance Financial, LLC 0.05% No change 2,275 $321K
Heritage Wealth Advisors 0.01% No change 2,260 $319K
Traphagen Investment Advisors LLC 0.03% Add +7.5% 2,255 $318K
Orleans Capital Management Corp. 0.20% No change 2,250 $318K
RiverFront Investment Group, LLC 0.01% New 2,241 $316K
Certified Advisory Corp 0.03% No change 2,240 $316K
Arbor Investment Advisors, LLC 0.04% Reduce -9.8% 2,236 $316K
HCR Wealth Advisors 0.03% Reduce -22.2% 2,236 $316K
Castle Wealth Management LLC 0.10% Reduce -0.4% 2,233 $315K
HWG Holdings LP 0.08% Reduce -0.9% 2,229 $315K
Grove Bank & Trust 0.04% No change 2,226 $314K
Nikulski Financial, Inc. 0.08% Reduce -24.9% 2,225 $314K
KDK Private Wealth Management, LLC 0.27% New 2,220 $313K
Pacific Capital Wealth Advisors, Inc. 0.05% No change 2,209 $312K
One Capital Management, LLC 0.01% Reduce -3.5% 2,187 $309K
American Institute for Advanced Investment Management, LLP 0.20% No change 2,181 $308K
Karnit Road Accident Victims Compensation Fund 0.17% — 2,170 $306K
LCNB Corp. 0.10% Add +6.4% 2,157 $304K
Pacific Center for Financial Services 0.08% No change 2,137 $304K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 2,151 $304K
Childress Capital Advisors, LLC 0.05% No change 2,146 $303K
Silverlake Wealth Management LLC 0.07% Add +0.5% 2,143 $302K
Hoffman, Alan N Investment Management 0.17% No change 2,134 $301K
Harbor Asset Planning, Inc. 0.26% Add +1.1% 2,130 $301K
Orion Capital Management LLC 0.10% No change 2,130 $301K
AdvisorNet Financial, Inc 0.02% Add +0.3% 2,123 $300K
Victrix Investment Advisors 0.12% New 2,120 $299K
First Western Trust Bank 0.01% Reduce -0.5% 2,116 $299K
Avidian Wealth Enterprises, LLC 0.01% Add +0.1% 2,114 $298K
Insight Advisors, LLC/ PA 0.05% Add +0.3% 2,110 $298K
Investors Asset Management of Georgia Inc. /Ga/ 0.12% Reduce -0.1% 2,110 $298K
Elevation Point Wealth Partners, LLC 0.01% Add +42.1% 2,103 $297K
Vestmark Advisory Solutions, Inc. 0.00% New 2,103 $297K
BlueChip Wealth Advisors LLC 0.12% No change 2,092 $295K
Avantax Planning Partners, Inc. 0.01% No change 2,082 $294K
Staley Capital Advisers Inc. 0.01% Add +1.7% 2,076 $293K
Pettinga Financial Advisors LLC 0.06% Reduce -10.8% 2,075 $293K
Private Wealth Asset Management, LLC 0.03% No change 2,075 $293K
Accelerate Investment Advisors LLC 0.20% Add +0.3% 2,067 $292K
Heritage Financial Services, LLC 0.02% No change 2,064 $291K
Bluespring Wealth Management, LLC 0.03% Add +0.5% 2,054 $290K
First American Bank 0.02% No change 2,050 $289K
CIBC Asset Management Inc 0.00% No change 2,050 $289K
OakTrust Wealth Advisors, LLC 0.27% — 2,048 $289K
Sigma Investment Counselors Inc. 0.01% No change 2,045 $289K
Cfo Capital Management LLC 0.22% — 2,043 $288K
ABLE Financial Group, LLC 0.06% Add +0.7% 2,041 $288K
Gateway Wealth Partners, LLC 0.03% Add +9.9% 2,040 $288K
Trek Financial, LLC 0.02% New 2,036 $287K
Meeder Advisory Services, Inc. 0.01% No change 2,035 $287K
Montag A & Associates Inc. 0.01% No change 2,026 $286K
Stillwater Capital Advisors, LLC 0.03% No change 2,021 $285K
Provenance Wealth Advisors, LLC 0.03% No change 2,008 $283K
Colonial Trust Advisors 0.02% Add +1.3% 2,006 $283K
Gridiron Partners, LLC 0.16% No change 2,000 $282K
Clear Trail Advisors, LLC 0.07% — 2,000 $282K
Augustine Asset Management Inc. 0.06% No change 2,000 $282K
Connecticut Wealth Management, LLC 0.01% Reduce -7.5% 1,995 $282K
Align Financial, LLC 0.16% — 280,846 $281K
Citadel Advisors 0.00% New 1,989 $281K
Sagespring Wealth Partners, LLC 0.01% Add +22.6% 1,978 $279K
Avion Wealth 0.06% No change 1,978 $279K
Valley National Advisers Inc. 0.04% Add +895.5% 1,981 $279K
Melfa Wealth Management, Inc. 0.16% No change 1,975 $279K
Sepio Capital, LP 0.02% No change 1,975 $279K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -20.4% 1,971 $278K
Forum Financial Management, LP 0.00% No change 1,966 $277K
Sterling Wealth Management, Inc. 0.08% No change 1,961 $277K
Bantamac Capital, LLC 0.20% Reduce -2.0% 1,960 $277K
Perennial Investment Advisors, LLC 0.02% Add +0.1% 1,959 $276K
GWN Securities Inc. 0.06% Add +14.8% 1,958 $276K
Global Wealth Management Investment Advisory, Inc. 0.04% Reduce -1.3% 1,950 $275K
Pine Valley Investments Ltd Liability Co 0.01% Add +1.1% 1,947 $275K
City National Bank of Florida 0.18% Reduce -14.1% 1,944 $274K
Advisors Capital Management, LLC 0.00% Reduce -34.7% 1,941 $274K
Altus Wealth Group LLC 0.11% Reduce -0.3% 1,931 $273K
Wealthcare Capital Partners, LLC 0.13% Add +1.1% 1,927 $272K
Legacy Advisors, LLC 0.03% No change 1,924 $272K
Sterling Financial Planning, Inc. 0.08% No change 1,922 $271K
Birchwood Financial Partners, Inc. 0.27% — 1,908 $269K
Capital Investment Counsel, LLC 0.04% Reduce -1.4% 1,907 $269K
Security National Bank of Sioux City Iowa 0.17% No change 1,905 $269K
Grandview Asset Management LLC 0.07% Reduce -13.6% 1,905 $269K
Dudley Capital Management, LLC 0.12% No change 1,900 $268K
CFO4Life Group, LLC 0.04% No change 1,900 $268K
Vicus Capital 0.02% Add +0.6% 1,899 $268K
Grandfield & Dodd, LLC 0.02% No change 1,899 $268K
Mitchell McLeod Pugh & Williams Inc. 0.04% No change 1,721 $268K
Olistico Wealth, LLC 0.13% Add +0.8% 1,878 $265K
Diversified Enterprises, LLC 0.02% Add +8.6% 1,877 $265K
Charis Legacy Partners, LLC 0.39% New 1,871 $264K
Carson Advisory Inc. 0.14% Reduce -6.9% 1,870 $264K
Dynamic Advisor Solutions LLC 0.01% No change 1,869 $264K
Mustico Financial Group, Inc. 0.20% Add +13.3% 1,808 $263K
Ironwood Investment Counsel, LLC 0.04% Reduce -31.2% 1,863 $263K
BTG Pactual Asset Management US LLC 0.03% Add +18.4% 1,979 $263K
Spirepoint Private Client, LLC 0.03% No change 1,853 $262K
Onyx Bridge Wealth Group LLC 0.03% Add +0.5% 1,851 $261K
American Financial Advisors, LLC 0.03% Add +0.2% 1,843 $260K
Cedar Wealth Management, LLC 0.08% No change 1,840 $260K
Triumph Capital Management 0.06% Add +0.6% 1,836 $259K
McKinley Carter Wealth Services, Inc. 0.01% No change 1,835 $259K
Anchor Investment Management, LLC 0.02% Reduce -0.3% 1,832 $259K
Empower Advisory Group, LLC 0.00% New 1,825 $258K
Kovack Advisors, Inc. 0.01% New 1,800 $254K
Duncan Williams Asset Management, LLC 0.06% Add +1.1% 1,645 $254K
Lauterbach Financial Advisors, LLC 0.12% No change 1,790 $253K
South Plains Financial, Inc. 0.15% Reduce -11.0% 1,788 $252K
Birchcreek Wealth Management, LLC 0.12% Reduce -46.7% 1,784 $252K
CoreFirst Bank & Trust 0.14% No change 1,779 $251K
Norden Group LLC 0.02% No change 1,773 $250K
Dala Group, LLC 0.22% — 1,769 $250K
Maia Wealth LLC 0.04% Reduce -7.5% 1,593 $249K
Zacks Investment Management 0.00% New 1,764 $249K
Waller Financial Planning Group, Inc. 0.05% New 1,750 $247K
Golden State Wealth Management, LLC 0.03% Add +14.8% 1,745 $246K
AtlasMark Financial, Inc 0.16% No change 1,743 $246K
Cairn Investment Group, Inc. 0.12% No change 1,742 $246K
Allegheny Financial Group 0.04% Add +0.3% 1,737 $245K
Gray Private Wealth, LLC 0.12% No change 1,729 $244K
Coquina Private Wealth LLC 0.19% — 1,720 $243K
Chatterton & Associates Inc. 0.21% — 1,719 $243K
Highline Wealth Partners LLC 0.07% Reduce -2.1% 1,709 $241K
DF Dent & Co. Inc. 0.00% No change 1,705 $241K
Semus Wealth Partners LLC 0.13% Add +0.9% 1,699 $240K
Hickory Point Bank & Trust 0.17% No change 1,698 $240K
Prosperity Financial Group, Inc. 0.09% Add +3.0% 1,697 $240K
Hoxton Planning & Management, LLC 0.07% No change 1,695 $239K
BCS Private Wealth Management, Inc. 0.08% No change 1,691 $239K
Piscataqua Savings Bank 0.17% No change 1,690 $239K
Sard Wealth Management Group, LLC 0.13% Add +0.4% 1,688 $238K
Y-Intercept (Hong Kong) Ltd 0.01% New 1,682 $237K
Uhlmann Price Securities, LLC 0.14% No change 1,680 $237K
Garden State Investment Advisory Services LLC 0.06% Add +0.8% 1,677 $237K
Adapt Wealth Advisors, LLC 0.08% Add +5.6% 1,679 $237K
Francis Financial, Inc. 0.05% No change 1,675 $236K
Middleton & Co. Inc. 0.03% No change 1,675 $236K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -1.2% 1,672 $236K
KWB Wealth 0.02% New 1,670 $236K
Citigroup Inc. 0.00% Reduce -83.9% 1,667 $235K
Bison Wealth, LLC 0.03% New 1,608 $235K
Insight Inv LLC 0.13% No change 1,662 $235K
Burney Co./ 0.01% New 1,662 $235K
Kelly Financial Group LLC 0.06% No change 1,661 $234K
Slagle Financial, LLC 0.08% New 1,658 $234K
Smith Partners Wealth Management, LLC 0.21% — 1,650 $233K
Wealth Advisory Solutions, LLC 0.05% No change 1,648 $233K
Clearstead Trust, LLC 0.04% No change 1,643 $232K
Chemistry Wealth Management LLC 0.04% Reduce -1.0% 1,640 $231K
Moneco Advisors, LLC 0.02% Add +0.1% 1,640 $231K
Allred Capital Management, LLC 0.08% No change 1,633 $231K
Morton Capital Management LLC 0.04% No change 1,638 $231K
First Merchants Corp. 0.01% No change 1,632 $230K
Oldfather Financial Services, LLC 0.07% Add +14.9% 1,631 $230K
Pacific Wealth Strategies Group, Inc. 0.13% New 1,628 $230K
Berman McAleer LLC 0.03% No change 1,628 $230K
ARS Wealth Advisors Group, LLC 0.02% No change 1,628 $230K
Unified Investment Management 0.23% No change 1,627 $230K
Visionary Wealth Advisors 0.01% Add +0.6% 1,626 $230K
1 North Wealth Services LLC 0.08% No change 1,625 $229K
Tucker Asset Management LLC 0.07% No change 1,621 $229K
Crumly & Associates Inc. 0.05% Add +0.8% 1,619 $228K
Houlihan Financial Resource Group, Ltd. 0.09% New 1,524 $228K
St Germain D J Co. Inc. 0.01% No change 1,616 $228K
TABR Capital Management, LLC 0.15% Add +0.3% 1,613 $228K
Ring Mountain Capital, LLC 0.12% Reduce -7.0% 1,533 $226K
Firestone Capital Management 0.05% No change 1,601 $226K
Arq Wealth Advisors, LLC 0.06% No change 1,600 $226K
Carderock Capital Management Inc. 0.05% No change 1,600 $226K
KOM Wealth Management Group, LLC 0.16% Add +1.1% 1,596 $225K
Colonial Trust Co / SC 0.03% No change 1,595 $225K
United Asset Strategies, Inc. 0.02% No change 1,592 $225K
Fidelity D & D Bancorp Inc. 0.10% Reduce -1.6% 1,589 $224K
Green Ridge Wealth Planning LLC 0.11% — 1,587 $224K
Denver Wealth Management, Inc. 0.08% Reduce -19.6% 1,583 $223K
Seneca Financial Advisors LLC 0.07% Add +0.5% 1,581 $223K
Howard Wealth Management, LLC 0.10% Add +0.1% 1,576 $223K
Founders Grove Wealth Partners, LLC 0.05% No change 1,576 $222K
Wick Capital Partners, LLC 0.04% No change 1,574 $222K
Van Hulzen Asset Management, LLC 0.02% No change 1,567 $221K
Azimuth Capital Investment Management LLC 0.01% No change 1,567 $221K
Hubbell Strickland Wealth Management, LLC 0.09% Add +1.2% 1,566 $221K
Indivisible Partners 0.02% — 1,561 $220K
Sterling Investment Advisors LLC 0.11% No change 1,559 $220K
Phillips Financial Management, LLC 0.01% Reduce -4.4% 1,554 $219K
Capital Square, LLC 0.11% New 1,553 $219K
Summit Asset Management, LLC 0.03% Add +3.3% 1,550 $219K
Breakwater Investment Management 0.08% No change 1,548 $218K
Manuka Financial, LLC 0.14% No change 1,548 $218K
Flputnam Investment Management Co. 0.00% Reduce -28.7% 1,547 $218K
Northstar Advisory Group, LLC 0.08% Add +0.3% 1,544 $218K
Braeburn Wealth Management LLC 0.11% — 1,543 $218K
MRWM Advisors, LLC 0.12% No change 1,537 $217K
Institute for Wealth Management, LLC. 0.02% No change 1,530 $216K
GAMMA Investing LLC 0.01% No change 1,524 $215K
PGIM Custom Harvest LLC 0.00% Reduce -0.3% 1,521 $215K
Dentgroup LLC 0.15% No change 1,519 $214K
LVM Capital Management Ltd. 0.02% No change 1,516 $214K
Iron Gate Global Advisors LLC 0.02% No change 1,511 $213K
Hills Bank & Trust Co 0.01% No change 1,510 $213K
Saxon Interests, Inc. 0.08% No change 1,504 $212K
Petros Family Wealth, LLC 0.14% New 1,500 $212K
LifeWealth Investments, LLC 0.07% No change 1,500 $212K
Topsail Wealth Management, LLC 0.03% No change 1,500 $212K
Asio Capital, LLC 0.03% No change 1,500 $212K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 1,500 $212K
Diversified Portfolios, Inc. 0.02% No change 1,500 $212K
Sand Hill Global Advisors, LLC 0.01% No change 1,500 $212K
Post Resch Tallon Group Inc. 0.18% No change 1,500 $212K
Intellus Advisors LLC 0.03% Reduce -0.1% 1,499 $212K
Curry Webb Wealth Management LLC 0.10% — 1,492 $211K
Mission Hills Financial Advisory, LLC 0.11% New 1,490 $210K
Confluence Wealth Services, Inc. 0.01% Add +0.7% 1,490 $210K
LJI Wealth Management, LLC 0.03% No change 1,481 $209K
Segment Wealth Management, LLC 0.01% No change 1,480 $209K
Paces Ferry Wealth Advisors, LLC 0.08% New 1,477 $208K
American Trust 0.02% Reduce -29.7% 1,463 $206K
Summit Wealth & Retirement Planning, Inc. 0.05% No change 1,459 $206K
Harbour Capital Advisors, LLC 0.04% No change 1,441 $206K
Riverview Capital Advisers, LLC 0.06% No change 1,455 $205K
Sage Rhino Capital LLC 0.04% No change 1,455 $205K
Bridgewealth Advisory Group, LLC 0.05% No change 1,450 $205K
Aft, Forsyth & Company, Inc. 0.09% Add +0.5% 1,448 $204K
Founders Financial Alliance, LLC 0.04% Reduce -33.1% 1,447 $204K
Financial Management Network Inc. 0.03% No change 1,430 $204K
Salomon & Ludwin, LLC 0.02% Reduce -0.3% 1,420 $204K
AJ Advisors, LLC 0.07% Add +1.1% 1,439 $203K
Berger Financial Group, Inc 0.01% Reduce -2.5% 1,433 $202K
Dunhill Financial, LLC 0.06% Reduce -16.0% 1,430 $202K
Charter Oak Capital Management, LLC 0.02% No change 1,422 $201K
UNIVEST FINANCIAL Corp 0.01% No change 1,419 $200K
Parkside Financial Bank & Trust 0.01% Reduce -13.3% 1,409 $199K
Rothschild Investment LLC 0.01% Reduce -24.5% 1,390 $196K
Sfam, LLC 0.18% — 1,360 $192K
Concord Wealth Partners 0.02% Add +1.1% 1,339 $189K
Armor Investment Advisors, LLC 0.07% Reduce -5.6% 1,286 $182K
BankPlus Trust Department 0.05% Reduce -7.8% 1,280 $181K
Missouri Trust & Investment Co 0.05% No change 1,270 $179K
Angeles Wealth Management, LLC 0.01% Add +18.8% 1,266 $179K
Grand Wealth Management, LLC 0.08% Add +39.7% 1,256 $177K
LRI Investments, LLC 0.01% No change 1,255 $177K
Qube Research & Technologies Ltd 0.00% Add +77.3% 1,248 $176K
Evolution Wealth Management Inc. 0.14% New 1,238 $175K
SRH Advisors, LLC 0.05% No change 1,232 $174K
First Financial Corp. 0.06% No change 1,211 $171K
Cranbrook Wealth Management, LLC 0.03% Reduce -5.5% 1,211 $171K
Quadrant Capital Group LLC 0.01% Add +47.9% 1,205 $170K
Physician Wealth Advisors, Inc. 0.02% Add +0.1% 1,198 $169K
WealthShield Partners, LLC 0.02% Add +1.5% 1,197 $169K
Riverview Trust Co 0.20% No change 1,196 $169K
Westend Capital Management, LLC 0.05% No change 1,180 $167K
Measured Wealth Private Client Group, LLC 0.04% Reduce -18.7% 1,163 $164K
Glass Jacobson Investment Advisors llc 0.06% Add +1.1% 1,151 $162K
Cherry Tree Wealth Management, LLC 0.03% No change 1,145 $162K
Hanson & Doremus Investment Management 0.02% No change 1,127 $159K
TrustBank 0.07% — 1,125 $159K
NBT Bank, N.A. 0.01% Reduce -1.3% 1,108 $156K
CNB Bank 0.06% No change 1,102 $156K
Brown, Lisle/Cummings, Inc. 0.04% No change 1,094 $154K
Old Second National Bank of Aurora 0.03% No change 1,090 $154K
SageView Advisory Group, LLC 0.01% New 1,088 $154K
Rialto Wealth Management, LLC 0.04% No change 1,087 $153K
Rossmore Private Capital 0.01% No change 1,050 $148K
Blue Trust, Inc. 0.00% Reduce -1.4% 1,045 $147K
Crews Bank & Trust 0.02% No change 1,038 $147K
Capital Investment Counsel, Inc 0.02% New 1,034 $146K
Raffa Wealth Management, LLC 0.02% Add +1.2% 1,020 $144K
Russell Investments Group, Ltd. 0.00% Reduce -19.0% 1,015 $143K
Ancora Advisors LLC 0.00% No change 1,009 $142K
Cornerstone Financial Management LLC 0.13% — 1,000 $141K
Country Trust Bank 0.00% Reduce -9.2% 993 $140K
Peoples Financial Services Corp. 0.06% No change 951 $134K
Crewe Advisors LLC 0.01% Add +1.0% 951 $134K
Armstrong Advisory Group, Inc. 0.01% No change 935 $132K
Gilpin Wealth Management, LLC 0.10% — 925 $131K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +16.0% 868 $123K
Manchester Capital Management LLC 0.02% New 860 $121K
Optima Capital LLC 0.05% New 850 $120K
Blueline Advisors LLC 0.10% — 828 $117K
Gen-Wealth Partners Inc 0.04% No change 823 $116K
Pinnacle Wealth Planning Services, Inc. 0.01% New 814 $115K
Entrust Financial LLC 0.08% — 799 $113K
Steigerwald, Gordon & Koch Inc. 0.01% No change 795 $112K
Matrix Private Capital Group LLC 0.06% No change 793 $112K
Caldwell Sutter Capital, Inc. 0.05% Add +2.6% 776 $110K
Davis Capital Management 0.07% No change 752 $106K
Finley Financial, LLC 0.05% No change 730 $103K
Garton & Associates Financial Advisors LLC 0.06% — 705 $100K
Cape Investment Advisory, Inc. 0.03% Add +250.0% 700 $99K
Provident Wealth Management, LLC 0.03% Reduce -76.4% 700 $99K
Hilton Head Capital Partners, LLC 0.06% — 691 $98K
Prosperity Bancshares Inc 0.09% — 677 $96K
MCF Advisors LLC 0.01% No change 676 $95K
Bayban 0.08% — 675 $95K
VSM Wealth Advisory, LLC 0.03% Add +30.4% 665 $94K
Marshall & Sterling Wealth Advisors Inc. 0.06% Reduce -0.1% 660 $93K
Creative Financial Designs Inc. 0.01% Add +0.1% 657 $93K
Key Financial Inc 0.02% No change 647 $91K
Beaird Harris Wealth Management, LLC 0.01% No change 642 $91K
Accordant Advisory Group Inc 0.06% No change 633 $89K
Nalls Sherbakoff Group, LLC 0.06% Add +17.5% 631 $89K
Financial Network Wealth Advisors LLC 0.09% No change 611 $86K
Essential Investment Partners LLC 0.08% — 595 $84K
High Note Wealth, LLC 0.02% No change 579 $82K
Schroder Investment Management Group 0.00% No change 570 $80K
Friedenthal Financial 0.04% No change 557 $79K
BankChampaign, National Association 0.08% — 952 $78K
Maryland Capital Advisors Inc. 0.03% Add +82.7% 548 $77K
Coston, McIsaac & Partners 0.02% No change 549 $77K
City State Bank 0.02% No change 530 $75K
REAP Financial Group, LLC 0.01% New 523 $74K
Millstone Evans Group, LLC 0.04% Reduce -0.2% 517 $73K
Signature Equity Partners, LLC 0.04% — 505 $71K
Fairway Wealth LLC 0.02% No change 500 $71K
Financial Connections Group, Inc. 0.02% No change 497 $70K
Monetary Solutions, Ltd 0.07% — 495 $70K
Richardson Financial Services Inc. 0.02% No change 494 $70K
Fortitude Family Office, LLC 0.02% No change 490 $69K
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
N.E.W. Advisory Services LLC 0.01% No change 480 $68K
Elevation Wealth Partners, LLC 0.02% Add +0.6% 475 $67K
Rossby Financial, LCC 0.02% No change 472 $67K
Granville Capital, Inc. 0.03% — 459 $65K
Creative Capital Management Investments LLC 0.02% Add +79.4% 452 $64K
Adirondack Trust Co. 0.02% No change 450 $64K
GHP Investment Advisors, Inc. 0.00% Add +1.1% 449 $63K
EverSource Wealth Advisors, LLC 0.00% No change 432 $61K
Cornerstone National Bank & Trust Co 0.02% No change 420 $59K
MTM Investment Management, LLC 0.02% No change 415 $59K
EPG Wealth Management LLC 0.02% Add +0.2% 415 $59K
IAG Wealth Partners, LLC 0.01% Add +1.2% 412 $58K
CX Institutional 0.00% Add +1.0% 403 $57K
Morris Financial Concepts, Inc. 0.02% No change 397 $56K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% Reduce -15.0% 398 $56K
Resources Management Corp. /CT/ 0.01% New 400 $56K
Hollencrest Capital Management 0.00% No change 396 $56K
Morse Asset Management, Inc 0.01% No change 389 $55K
Meramec Financial Planners, LLC 0.02% — 351 $55K
Smartleaf Asset Management LLC 0.00% Add +332.9% 381 $54K
Murphy & Mullick Capital Management Corp 0.04% Add +0.5% 384 $54K
Roxbury Financial LLC 0.05% Add +2.4% 382 $54K
Elyxium Wealth, LLC 0.01% New 366 $52K
Allspring Global Investments Holdings, LLC 0.00% Add +38.9% 357 $51K
Horizons Wealth Management 0.03% No change 360 $51K
Arvest Investments, Inc. 0.01% New 356 $50K
Legacy Bridge, LLC 0.02% No change 350 $49K
Advanced Asset Management Advisors Inc 0.01% No change 348 $49K
Seneschal Advisors, LLC 0.04% No change 343 $48K
Corsicana & Co. 0.03% No change 341 $48K
Pin Oak Investment Advisors Inc. 0.03% No change 311 $48K
Pittenger & Anderson Inc. 0.00% No change 333 $47K
Weaver Capital Management LLC 0.01% No change 325 $46K
Byrne Asset Management LLC 0.02% New 315 $44K
NFSG Corp 0.01% Add +26.6% 314 $44K
Oxford Financial Group, LTD. LLC 0.00% Reduce -5.6% 305 $43K
Winthrop Capital Management, LLC 0.01% No change 304 $43K
Westside Investment Management, Inc. 0.01% No change 300 $42K
DHJJ Financial Advisors, Ltd. 0.01% No change 297 $42K
Strive Financial Group ,LLC 0.02% — 293 $41K
Gables Capital Management Inc. 0.02% No change 289 $41K
1620 Investment Advisors, Inc. 0.03% No change 284 $40K
Evelyn Partners Asset Management Ltd 0.01% No change 280 $40K
Jessup Wealth Management, Inc 0.01% New 268 $38K
Cypress Capital Management LLC (WY) 0.04% No change 261 $37K
Clean Yield Group 0.01% No change 260 $37K
MPWM Advisory Solutions, LLC 0.02% Add +1.2% 255 $36K
American National Bank & Trust 0.00% No change 251 $35K
Vermillion Wealth Management, Inc. 0.01% Reduce -4.9% 250 $35K
IMA Advisory Services, Inc. 0.00% No change 250 $35K
Financial Freedom, LLC 0.02% No change 248 $35K
CGC Financial Services, LLC 0.01% No change 238 $34K
Kilter Group LLC 0.01% Add +0.8% 238 $34K
Toth Financial Advisory Corp. 0.00% No change 235 $33K
Trust Co 0.00% No change 220 $31K
Miller Capital Partners, Inc. 0.02% — 210 $30K
S&T Bank 0.01% No change 203 $29K
Transamerica Financial Advisors, LLC 0.00% No change 203 $29K
Richards, Merrill & Peterson, Inc. 0.01% No change 200 $28K
Beutel, Goodman & Co Ltd. 0.00% No change 195 $27K
Ransom Advisory, Ltd 0.01% New 190 $27K
Elevated Capital Advisors, LLC 0.01% New 184 $26K
Caitlin John, LLC 0.02% New 180 $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% No change 175 $25K
Team Financial Group, LLC 0.01% Add +1.2% 174 $25K
Centerpoint Advisors, LLC 0.01% No change 170 $24K
Fairman Group, LLC 0.02% Reduce -56.2% 166 $23K
Ascentis Wealth Management, LLC 0.01% Reduce -39.4% 154 $22K
Addison Advisors LLC 0.00% No change 152 $21K
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 0.00% No change 142 $20K
C M Bidwell & Associates Ltd. 0.01% No change 140 $20K
Family Manage LLC 0.00% No change 131 $18K
Medallion Wealth Advisors, LLC 0.01% No change 128 $18K
Strategic Wealth Advisors LLC 0.02% — 133 $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
Paladin Advisory Group, LLC 0.01% No change 108 $15K
Financial Consulate, Inc. 0.00% No change 105 $15K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $14K
Howe & Rusling Inc. 0.00% Reduce -24.8% 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% No change 93 $13K
Root Financial Partners, LLC 0.00% Add +151.3% 93 $13K
Silicon Valley Capital Partners 0.00% No change 88 $12K
PayPay Securities Corp 0.34% Add +18.6% 83 $12K
TD Capital Management LLC 0.00% Add +1.4% 75 $11K
Morgan Dempsey Capital Management LLC 0.01% No change 75 $11K
Robbins Farley 0.00% No change 75 $11K
Inlight Wealth Management, LLC 0.00% No change 73 $10K
Roble, Belko & Company, Inc 0.00% No change 68 $10K
Princeton Global Asset Management LLC 0.00% No change 70 $10K
Center for Financial Planning, Inc. 0.00% Reduce -45.0% 61 $9K
Basepoint Wealth LLC 0.01% New 60 $9K
Nova Wealth Management, Inc. 0.01% New 60 $8K
Register Financial Advisors LLC 0.00% No change 56 $8K
Comprehensive Financial Planning, Inc. 0.00% No change 53 $7K
Prestige Wealth Management Group LLC 0.00% No change 52 $7K
UMB Bank, n.a. 0.00% New 51 $7K
Strategic Investment Solutions, Inc. 0.00% No change 50 $7K
GGM Financial LLC 0.00% No change 49 $7K
Lodestone Wealth Management LLC 0.00% New 49 $7K
Bullock Wealth Management Group 0.00% — 48 $7K
Broadwater Capital Management LLC 0.00% No change 42 $6K
Toronto Dominion Bank 0.00% New 42 $6K
Sunrise Financial Services, LLC 0.00% — 39 $6K
IFC & Insurance Marketing, Inc. 0.01% — 35 $5K
Rakuten Securities, Inc. 0.00% Add +45.8% 35 $5K
Boyd Watterson Asset Management LLC 0.00% No change 35 $5K
Darwin Wealth Management, LLC 0.00% New 29 $4K
Cheviot Value Management, LLC 0.00% No change 27 $4K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -72.2% 25 $4K
Bfsg, LLC 0.00% No change 25 $4K
McGuire Capital Advisors Inc. 0.00% — 25 $4K
Atomic Invest LLC 0.00% — 19 $3K
Global Wealth Strategies & Associates 0.00% Reduce -29.6% 19 $3K
Central Pacific Bank - Trust Division 0.00% No change 18 $3K
Tanglewood Legacy Advisors, LLC 0.00% No change 15 $2K
New Millennium Group LLC 0.00% Reduce -12.5% 14 $2K
WPG Advisers, LLC 0.00% No change 11 $2K
Proathlete Wealth Management LLC 0.00% No change 7 $1K
West Branch Capital LLC 0.00% No change 4 $565
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.