iShares Select Dividend ETFDVYETF

13F holders, Q1 2026 (March 31)
1,427holders +38
99new positions
59sold out
5famous investors
$150.99avg. 13F price*

At the end of Q1 2026, 1,427 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, up 38 from Q4 2025. 99 opened new positions and 59 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($987.0M) and Wells Fargo & Company ($576.6M). 5 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions99$88.5M
Exits59$47.7M

All 13F filers, Q4 2025 → Q1 2026: 2,623,888 shares bought and 3,066,794 shares sold, net −442,906 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,427 holders

Bank of America Corp. 0.09% Reduce -1.3% 8,065,913 $1.2B
Morgan Stanley 0.06% Add +0.2% 6,518,944 $987.0M
Wells Fargo & Company 0.12% Add +0.0% 3,808,227 $576.6M
PNC Financial Services Group, Inc. 0.31% Reduce -1.3% 3,506,722 $531.0M
Northern Trust Corp. 0.06% Add +1.7% 3,106,667 $470.4M
Royal Bank of Canada 0.08% Reduce -10.7% 2,746,436 $415.8M
LPL Financial LLC 0.07% Add +0.1% 1,791,778 $271.3M
Bank of New York Mellon Corp 0.04% Reduce -5.1% 1,608,990 $243.6M
JPMorgan Chase & Co. 0.02% Reduce -6.7% 1,536,717 $230.6M
Envestnet Asset Management Inc. 0.06% Add +6.1% 1,487,430 $225.2M
Raymond James Financial Inc. 0.06% Add +1.2% 1,184,494 $179.3M
UBS Group AG 0.03% Reduce -2.2% 1,163,600 $176.2M
US Bancorp \de 0.20% Reduce -0.8% 1,103,131 $167.0M
Truist Financial Corp. 0.22% Reduce -3.2% 1,099,024 $166.4M
Howard Capital Management, LLC 2.50% No change 1,011,427 $153.1M
Bank of Montreal 0.05% Reduce -1.4% 768,498 $116.4M
Goldman Sachs Group Inc. 0.01% Reduce -0.2% 692,694 $104.9M
Northside Capital Management, LLC 8.70% Reduce -0.0% 653,948 $99.0M
Fifth Third Bancorp 0.18% Add +178.6% 645,684 $97.8M
Commonwealth Equity Services, LLC 0.12% Reduce -2.6% 590,546 $89.4M
Rockefeller Capital Management L.P. 0.15% Add +8.6% 551,385 $83.5M
Cetera Investment Advisers 0.09% Add +5.9% 539,922 $81.7M
Ameriprise Financial Inc. 0.02% Reduce -8.8% 503,672 $76.2M
Osaic Holdings, Inc. 0.11% Add +27.2% 485,314 $73.5M
Focus Partners Wealth 0.08% Reduce -0.1% 465,699 $70.5M
Northwestern Mutual Wealth Management Co. 0.04% Add +33.1% 412,591 $62.5M
Mariner, LLC 0.07% Reduce -1.4% 395,961 $59.9M
HighTower Advisors, LLC 0.05% Reduce -0.0% 331,481 $50.2M
Creative Planning 0.03% Add +2.9% 317,572 $48.1M
AMG National Trust Bank 1.03% Add +2.9% 313,946 $47.5M
Stifel Financial Corp. 0.04% Add +2.7% 311,822 $47.2M
Pinnacle Financial Partners, Inc. 0.35% Reduce -0.1% 300,002 $45.4M
Cibc World Market Inc. 0.08% Reduce -0.7% 283,465 $42.9M
Commerce Bank 0.21% Add +1.9% 280,769 $42.5M
MYDA Advisors LLC 9.33% New 260,000 $39.4M
Moment Partners, LLC 6.99% Add +0.6% 258,828 $39.2M
M&T Bank Corp 0.13% Add +3.3% 253,777 $38.4M
Baird Financial Group, Inc. 0.06% Reduce -5.3% 242,901 $36.8M
Glenmede Trust Co. NA 0.18% Add +0.9% 242,129 $36.7M
Janney Montgomery Scott LLC 0.09% Add +8.2% 238,781 $36.2M
LBMC Investment Advisors, LLC 2.13% Add +0.7% 230,707 $34.9M
Assetmark, Inc. 0.07% Reduce -1.2% 220,488 $33.4M
Private Advisor Group, LLC 0.15% Add +11.8% 213,855 $32.4M
FMR LLC 0.00% Add +15.0% 193,751 $29.3M
Ellis Investment Partners, LLC 4.99% Reduce -0.5% 189,696 $28.7M
Miller Howard Investments Inc. 0.76% Reduce -63.6% 184,182 $27.9M
Valmark Advisers, Inc. 0.33% Add +1.3% 181,493 $27.5M
Franklin Resources Inc. 0.01% Add +1.6% 179,913 $27.2M
Cambridge Investment Research Advisors, Inc. 0.07% Add +8.9% 176,755 $26.8M
Kestra Advisory Services, LLC 0.10% Add +41.8% 165,919 $25.1M
Blair William & Co. 0.07% Add +0.2% 165,348 $25.0M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -23.0% 163,287 $23.6M
First National Bank & Trust Co. of Newtown 4.94% Reduce -11.3% 151,168 $22.9M
Mercer Global Advisors Inc. 0.03% Reduce -15.9% 150,983 $22.9M
National Bank of Canada 0.02% Add +0.4% 145,765 $22.1M
GW Henssler & Associates Ltd. 1.03% Reduce -13.0% 144,903 $21.9M
&partners 0.11% Reduce -1.2% 142,798 $21.6M
Arcus Capital Partners, LLC 7.74% Reduce -15.7% 142,176 $21.5M
Fifth Third Wealth Advisors LLC 0.71% Reduce -6.7% 137,997 $20.9M
Sterling Investment Advisors, Ltd. 3.77% Add +272.2% 266,000 $20.8M
HB Wealth Management, LLC 0.13% Add +0.9% 135,137 $20.5M
Cerity Partners LLC 0.03% Add +2.9% 132,188 $20.0M
Advisory Services Network, LLC 0.27% Add +3.5% 132,078 $20.0M
Yukon Wealth Management, Inc. 11.60% Reduce -2.0% 128,315 $19.4M
Trustmark Bank Trust Department 1.21% Add +3.1% 124,552 $18.9M
Capital Investment Advisors, LLC 0.27% Add +3.6% 123,757 $18.7M
Schwarz Dygos Wheeler Investment Advisors LLC 3.77% Add +1.4% 119,877 $18.2M
Equitable Holdings, Inc. 0.11% Add +13.8% 122,603 $17.4M
Round Rock Advisors LLC 2.66% Add +3.4% 114,647 $17.4M
Cullen/Frost Bankers, Inc. 0.19% Reduce -9.2% 109,595 $16.6M
Kwmg, LLC 1.38% Add +3.1% 109,170 $16.5M
NTV Asset Management LLC 1.76% Add +0.3% 106,014 $16.1M
BNP Paribas Financial Markets 0.01% Add +85.0% 105,702 $16.0M
Moneta Group Investment Advisors LLC 0.12% Reduce -0.5% 104,112 $15.8M
DAVENPORT & Co LLC 0.09% Add +11.0% 103,563 $15.7M
Cresset Asset Management, LLC 0.07% Add +3.9% 103,168 $15.6M
Lido Advisors, LLC 0.06% Reduce -10.5% 101,349 $15.3M
Kayne Anderson Rudnick Investment Management LLC 0.04% Add +36.6% 98,909 $15.0M
AE Wealth Management LLC 0.08% Add +937.4% 98,714 $14.9M
Powell Investment Advisors, LLC 5.14% Add +0.7% 98,520 $14.9M
Corient Private Wealth LP 0.02% Reduce -30.2% 95,057 $14.4M
Steward Partners Investment Advisory, LLC 0.07% Add +1.3% 93,756 $14.2M
JGP Wealth Management, LLC 1.46% Add +9.5% 92,380 $14.0M
Beacon Pointe Advisors, LLC 0.07% Add +11.5% 92,235 $14.0M
Captrust Financial Advisors 0.02% Add +2.9% 91,571 $13.9M
MML Investors Services, LLC 0.04% Reduce -6.1% 89,086 $13.5M
North Star Investment Management Corp. 0.76% Add +0.0% 82,521 $12.5M
MAI Capital Management 0.07% Reduce -3.4% 81,582 $12.4M
AlTi Global, Inc. 0.26% Add +22.9% 79,441 $12.0M
Quantinno Capital Management LP 0.02% Add +66.0% 75,872 $11.5M
NewEdge Advisors, LLC 0.04% Reduce -4.3% 75,545 $11.4M
First United Bank & Trust 3.69% Add +15.3% 75,016 $11.4M
Raab & Moskowitz Asset Management LLC 2.50% Add +13.6% 74,238 $11.2M
Sanctuary Advisors, LLC 0.06% Add +0.1% 74,171 $11.2M
Allen Investment Management, LLC 0.14% No change 72,973 $11.0M
Integrated Wealth Concepts LLC 0.09% Add +25.0% 72,556 $11.0M
Pathstone Holdings, LLC 0.04% Add +5.1% 71,361 $10.8M
White Lighthouse Investment Management Inc. 1.48% Add +0.3% 70,643 $10.7M
Old National Bancorp 0.18% Reduce -20.6% 69,172 $10.5M
SOA Wealth Advisors, LLC. 1.81% Reduce -2.7% 63,420 $9.6M
Kingswood Wealth Advisors, LLC 0.45% Add +3.1% 62,958 $9.5M
TD Private Client Wealth LLC 0.19% Reduce -2.8% 62,064 $9.4M
Asset Advisors Investment Management, LLC 0.89% Reduce -1.7% 61,797 $9.4M
Dumont & Blake Investment Advisors LLC 2.34% Reduce -1.2% 61,686 $9.3M
IFG Advisors, LLC 1.52% Reduce -47.0% 61,205 $9.3M
Wealth Management Associates, Inc. 3.14% Add +2.5% 60,130 $9.1M
Pinnacle Financial Group, LLC / IL 2.44% Reduce -7.7% 58,781 $8.9M
CIBC Bancorp USA Inc. 0.01% — 58,375 $8.8M
Beaumont Financial Advisors, LLC 0.59% Reduce -0.3% 56,527 $8.6M
Mutual Advisors, LLC 0.18% Reduce -7.7% 55,941 $8.5M
Sequoia Financial Advisors, LLC 0.05% Reduce -2.8% 55,816 $8.5M
Edgewood Management LLC 0.05% Add +5.8% 54,926 $8.3M
Linscomb Wealth, Inc. 0.36% Reduce -16.5% 54,073 $8.2M
Amarillo National Bank 1.45% No change 54,068 $8.2M
Bokf, NA 0.12% Reduce -40.6% 53,865 $8.2M
Prospera Financial Services Inc 0.13% Add +19.8% 53,087 $8.0M
Stelac Advisory Services LLC 1.63% Add +16.3% 53,051 $8.0M
KCM Investment Advisors LLC 0.27% Add +0.0% 52,847 $8.0M
Jones Financial Companies LLLP 0.00% Add +29.1% 53,154 $7.9M
Cwm, LLC 0.02% Reduce -3.6% 52,313 $7.9M
Smithfield Trust Co 0.33% Reduce -1.3% 50,743 $7.7M
Oppenheimer & Co. Inc. 0.09% Add +2.7% 50,495 $7.6M
Lee Financial Co 1.07% Reduce -2.9% 50,091 $7.6M
Carret Asset Management, LLC 0.73% Add +1.4% 49,492 $7.5M
NorthCoast Asset Management LLC 0.17% Add +5.0% 47,269 $7.2M
Glenview Trust Co 0.11% Reduce -0.1% 46,932 $7.1M
Prime Capital Investment Advisors, LLC 0.08% Add +2.7% 46,312 $7.0M
Verus Financial Partners, Inc. 0.63% Reduce -15.5% 45,808 $7.0M
Callan Family Office, LLC 0.16% No change 46,179 $7.0M
Debussy Capital Management LP 0.96% Add +0.0% 45,668 $6.9M
Clearstead Advisors, LLC 0.06% Add +27.3% 44,001 $6.7M
Wealth Quarterback LLC 2.59% Reduce -7.9% 43,466 $6.6M
IFP Advisors, Inc 0.14% Add +3.6% 43,418 $6.6M
Cornerstone Advisors Asset Management, LLC 1.01% Add +0.1% 43,077 $6.5M
Principle Wealth Partners LLC 0.37% Reduce -1.0% 42,468 $6.4M
LMG Wealth Partners, LLC 1.15% Add +4.6% 41,653 $6.3M
Highland Capital Management, LLC 0.33% Reduce -11.3% 41,385 $6.3M
Rathbones Group PLC 0.02% Reduce -1.4% 40,358 $6.1M
Fifth Third Securities, Inc. 0.39% Add +13.3% 39,994 $6.1M
New England Asset Management Inc. 0.79% No change 39,750 $6.0M
Daybright Advisory Services, Inc. 1.65% Reduce -0.4% 39,372 $6.0M
Citizens Financial Group Inc. 0.08% Reduce -18.6% 38,986 $5.9M
FOCUS Wealth Advisors, LLC 2.88% Reduce -4.5% 38,931 $5.9M
Eagle Bay Advisors LLC 5.17% No change 38,710 $5.9M
Jackson, Grant Investment Advisers, Inc. 1.94% Reduce -1.3% 38,433 $5.8M
Exchange Traded Concepts, LLC 0.04% Reduce -17.7% 38,370 $5.8M
United Capital Financial Advisors, LLC 0.03% Add +11.5% 36,682 $5.6M
Bank of Hawaii 0.29% Add +2.8% 36,595 $5.5M
Vanguard National Trust Co 0.35% — 36,537 $5.5M
Landaas & Co. /Wi 1.21% Add +1.1% 36,485 $5.5M
Mendel Capital Management LLC 2.77% — 36,388 $5.5M
Concurrent Investment Advisors, LLC 0.06% Add +4.0% 35,489 $5.4M
Balentine LLC 0.22% Reduce -5.6% 35,485 $5.4M
Sig Brokerage, LP 1.50% No change 34,954 $5.3M
Pinnacle Associates Ltd. 0.07% Add +8.1% 34,831 $5.3M
Laurel Oak Wealth Management, LLC 0.88% Reduce -0.2% 34,582 $5.2M
First American Trust, FSB 0.35% Add +12.8% 34,492 $5.2M
Murphy, Middleton, Hinkle & Parker, Inc. 2.39% New 34,126 $5.2M
Ironwood Financial, llc 0.90% Reduce -2.7% 34,081 $5.2M
Scotia Capital Inc. 0.02% Reduce -8.0% 33,828 $5.1M
Alliancebernstein L.P. 0.00% Add +17.4% 35,756 $5.0M
Albion Financial Group 0.32% No change 32,982 $5.0M
Allworth Financial LP 0.02% Reduce -1.2% 32,978 $5.0M
MV Capital Management, Inc. 0.49% Reduce -1.5% 32,822 $5.0M
AQR Capital Management 0.00% Add +8.8% 32,734 $5.0M
Klingman & Associates, LLC 0.24% Add +0.0% 32,219 $4.9M
Hancock Whitney Corp. 0.08% Reduce -0.1% 31,281 $4.9M
Flow Traders U.S. LLC 0.15% Add +222.7% 31,840 $4.8M
Cornerstone Management, Inc. 0.77% Add +0.7% 31,760 $4.8M
Omega Financial Group, LLC 1.57% Reduce -5.5% 31,542 $4.8M
Joseph P. Lucia & Associates, LLC 1.70% Reduce -0.3% 31,425 $4.8M
Ferguson Wellman Capital Management, Inc. 0.06% Add +1.8% 31,366 $4.7M
Keybank National Association 0.02% Reduce -0.5% 31,287 $4.7M
Keebeck Wealth Management 0.53% Reduce -14.6% 31,180 $4.7M
LGL Partners, LLC 1.94% Add +0.7% 31,077 $4.7M
D.A. Davidson & Co. 0.03% Reduce -2.8% 30,911 $4.7M
Arax Advisory Partners 0.13% Add +4.4% 30,741 $4.7M
Scarborough Advisors, LLC 0.51% New 30,607 $4.6M
Sankala Group LLC 3.78% Add +0.6% 30,640 $4.6M
Fulton Bank, N.A. 0.16% Reduce -0.0% 30,459 $4.6M
Hilltop Holdings Inc. 0.42% Add +5.6% 30,203 $4.6M
FAS Wealth Partners, Inc. 0.28% Reduce -4.3% 30,178 $4.6M
Wealthcare Advisory Partners LLC 0.09% Add +10.4% 30,141 $4.6M
Mechanics Bank Trust Department 0.63% Reduce -3.2% 30,088 $4.6M
Independent Advisor Alliance 0.05% New 30,025 $4.5M
St. Clair Advisors, LLC 1.20% Reduce -0.4% 29,817 $4.5M
Shulman DeMeo Asset Management LLC 0.96% Reduce -0.8% 29,783 $4.5M
Townsend Asset Management Corp. /NC/ 1.62% Add +2.2% 29,557 $4.5M
AlphaCore Capital LLC 0.11% Reduce -2.1% 29,303 $4.4M
Stock Yards Bank & Trust Co. 0.14% Add +75.8% 29,209 $4.4M
Farther Finance Advisors, LLC 0.04% Add +4.2% 29,256 $4.4M
Taylor Financial Group, Inc. 2.67% Add +3.3% 29,069 $4.4M
Mine & Arao Wealth Creation & Management, LLC. 1.84% Add +0.1% 28,942 $4.4M
Burke & Herbert Bank & Trust Co. 1.21% Add +0.1% 28,804 $4.4M
Tradition Wealth Management, LLC 0.31% Reduce -2.0% 28,752 $4.4M
Composition Wealth, LLC 0.06% Reduce -2.6% 28,729 $4.3M
BlackRock, Inc. 0.00% Reduce -34.1% 28,683 $4.3M
HighPoint Advisor Group LLC 0.18% Reduce -2.5% 28,455 $4.3M
Summit Wealth Partners, LLC 0.68% Add +74.8% 28,187 $4.3M
Wealthfront Advisers LLC 0.01% Add +10.6% 28,173 $4.3M
Brown Advisory Inc. 0.01% Reduce -5.7% 28,112 $4.3M
Graves Light Lenhart Wealth, Inc. 0.44% Add +0.0% 27,883 $4.2M
Florin Court Capital LLP 15.83% Add +32.5% 27,700 $4.2M
One Wealth Advisors, LLC 0.52% Reduce -0.1% 27,372 $4.1M
My Personal CFO, LLC 1.81% Add +1.5% 27,273 $4.1M
Godfrey Financial Associates, Inc. 3.54% Add +3.4% 27,205 $4.1M
Bessemer Group Inc. 0.01% Add +13.5% 27,083 $4.1M
PKS Advisory Services, LLC 0.94% Reduce -0.3% 26,824 $4.1M
Pinnacle Family Advisors, LLC 1.89% Add +1.7% 26,587 $4.0M
Private Capital Management, LLC 0.41% New 26,386 $4.0M
Deutsche Bank AG 0.00% Add +127.5% 26,350 $4.0M
Argent Trust Co 0.14% Add +0.7% 26,319 $4.0M
Capital Analysts, LLC 0.10% Reduce -5.1% 26,259 $4.0M
Mission Wealth Management, LP 0.08% Add +21.8% 26,229 $4.0M
EP Wealth Advisors, LLC 0.02% Add +9.0% 26,072 $3.9M
Harbour Investments, Inc. 0.06% Add +135.8% 25,738 $3.9M
Great Valley Advisor Group, Inc. 0.07% Add +419.0% 25,723 $3.9M
Inman Jager Wealth Management, LLC 2.22% Reduce -2.3% 25,089 $3.8M
Argent Advisors, Inc. 1.03% Add +2.1% 24,924 $3.8M
Johnson Investment Counsel Inc. 0.03% Reduce -7.5% 24,755 $3.7M
U.S. Capital Wealth Advisors, LLC 0.09% Add +306.8% 24,626 $3.7M
Guidance Point Advisors, LLC 0.89% Add +1.0% 24,199 $3.7M
Valeo Financial Advisors, LLC 0.09% Add +0.3% 24,194 $3.7M
Snowden Capital Advisors LLC 0.10% Add +4.3% 23,954 $3.6M
MidFirst Bank 0.30% Reduce -2.6% 23,664 $3.6M
Simon Quick Advisors, LLC 0.16% No change 23,458 $3.6M
Sonata Capital Group Inc. 1.31% Reduce -0.7% 23,409 $3.5M
Geneos Wealth Management Inc. 0.08% Add +1.3% 23,325 $3.5M
JFS Wealth Advisors, LLC 0.20% Add +0.0% 23,315 $3.5M
Granite FO LLC 2.08% Reduce -18.7% 23,237 $3.5M
Ieq Capital, LLC 0.02% Add +0.4% 23,100 $3.5M
Operose Advisors LLC 0.81% Add +1.4% 23,029 $3.5M
CMG Global Holdings, LLC 1.66% Reduce -0.2% 22,968 $3.5M
Ashton Thomas Private Wealth, LLC 0.08% Reduce -16.9% 22,205 $3.4M
Wolff Wiese Magana LLC 1.85% Reduce -2.8% 22,140 $3.4M
Chicago Partners Investment Group LLC 0.07% Add +9.9% 21,996 $3.3M
High Net Worth Advisory Group LLC 0.77% Reduce -0.7% 21,916 $3.3M
Essex Financial Services, Inc. 0.19% Add +0.0% 21,911 $3.3M
Fulton Breakefield Broenniman LLC 0.22% Add +149.4% 21,817 $3.3M
SBI Securities Co., Ltd. 0.09% Add +1.2% 21,761 $3.3M
Sigma Planning Corp 0.09% Reduce -1.3% 21,684 $3.3M
Joel Isaacson & Co., LLC 0.11% Reduce -8.8% 21,419 $3.2M
Western Wealth Management, LLC 0.12% Reduce -1.7% 21,389 $3.2M
Evoke Wealth, LLC 0.06% Add +0.1% 21,354 $3.2M
Monetary Management Group Inc. 0.77% No change 21,250 $3.2M
HBK Sorce Advisory LLC 0.07% Reduce -0.3% 21,080 $3.2M
Kapstone Financial Advisors LLC 1.57% Add +1.7% 21,145 $3.2M
Narwhal Capital Management 0.23% Add +0.1% 20,998 $3.2M
Pallas Capital Advisors LLC 0.12% Reduce -3.0% 20,955 $3.2M
Waverly Advisors, LLC 0.02% Add +4.5% 20,772 $3.1M
Bleakley Financial Group, LLC 0.05% Reduce -17.1% 20,749 $3.1M
NewEdge Wealth, LLC 0.04% Reduce -8.0% 20,329 $3.1M
World Investment Advisors 0.05% Reduce -6.2% 20,320 $3.1M
Plancorp, LLC 0.09% No change 20,151 $3.1M
Wealthspire Advisors, LLC 0.02% Add +2.2% 20,136 $3.0M
Providence First Trust Co 1.06% Add +48.5% 19,964 $3.0M
Crescent Grove Advisors, LLC 0.30% Reduce -1.8% 19,892 $3.0M
Hazlett, Burt & Watson, Inc. 0.93% Add +0.6% 19,580 $3.0M
PW Nova Financial Services LLC 0.80% Add +10.5% 19,364 $2.9M
Level Four Advisory Services, LLC 0.10% Add +7.9% 19,297 $2.9M
Transcend Capital Advisors, LLC 0.23% Add +2.7% 19,187 $2.9M
Webster Bank, N. A. 0.27% No change 19,019 $2.9M
Corundum Trust Company, INC 6.52% No change 18,872 $2.9M
Natixis Advisors, LLC 0.00% Reduce -11.8% 18,804 $2.8M
Cypress Wealth Services, LLC 0.40% Reduce -2.0% 18,724 $2.8M
Csenge Advisory Group 0.13% Reduce -0.1% 18,704 $2.8M
Zhang Financial LLC 0.10% Add +0.0% 18,480 $2.8M
Banco de Sabadell, S.A 1.85% Reduce -24.9% 18,560 $2.8M
Winthrop Partners - WNY, LLC 1.48% Add +0.0% 18,351 $2.8M
Whittier Trust Co. of Nevada Inc. 0.06% Add +0.1% 18,283 $2.8M
Midwest Trust Co 0.03% Add +9.3% 18,305 $2.8M
Mosaic Family Wealth Partners, LLC 0.28% Reduce -1.9% 18,258 $2.8M
Parallel Advisors, LLC 0.05% Add +3.2% 18,253 $2.8M
Wesbanco Bank Inc. 0.08% Reduce -1.6% 18,191 $2.8M
Peapack Gladstone Financial Corp. 0.04% Reduce -0.7% 18,170 $2.8M
Haverford Trust Co 0.03% Reduce -4.7% 18,163 $2.8M
Orion Porfolio Solutions, LLC 0.02% Reduce -48.5% 18,081 $2.7M
American Wealth Advisors, LLC 2.85% Add +34.2% 18,056 $2.7M
Susquehanna International Group, LLP 0.00% Reduce -91.6% 17,920 $2.7M
Howland Capital Management LLC 0.11% Add +0.8% 17,843 $2.7M
City Holding Co. 0.33% Reduce -8.5% 17,681 $2.7M
Smith Shellnut Wilson LLC 1.17% No change 17,677 $2.7M
IFC Advisors LLC 0.38% No change 17,673 $2.7M
Gotham Asset Management 0.01% Add +42.5% 17,116 $2.6M
GFS Advisors, LLC 0.17% New 45,680 $2.6M
Park National Corp. 0.08% Reduce -0.7% 17,002 $2.6M
Franklin Street Advisors Inc. 0.16% No change 17,000 $2.6M
Sowell Financial Services LLC 0.09% Reduce -0.1% 16,925 $2.6M
Caerus Investment Advisors, LLC 1.08% Reduce -2.0% 16,920 $2.6M
Regions Financial Corp. 0.02% Add +19.2% 16,825 $2.5M
Ameritas Advisory Services, LLC 0.10% Reduce -4.0% 16,774 $2.5M
Thoroughbred Financial Services, LLC 0.15% Reduce -3.9% 16,728 $2.5M
Thrivent Financial for Lutherans 0.00% Add +266.9% 16,700 $2.5M
Trifecta Capital Advisors, LLC 0.39% Add +0.6% 16,660 $2.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% No change 16,656 $2.5M
Sapient Capital LLC 0.04% Reduce -41.2% 16,537 $2.5M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -12.8% 16,487 $2.5M
Sax Wealth Advisors, LLC 0.12% No change 17,538 $2.5M
Peregrine Asset Advisers, Inc. 0.67% Reduce -0.2% 16,342 $2.5M
GAMCO Investors 0.02% No change 16,308 $2.5M
Kaydan Wealth Management, Inc. 0.82% Add +1.4% 16,197 $2.5M
Canandaigua National Corp. 0.22% — 16,155 $2.4M
Wealth Care LLC 2.16% — 16,028 $2.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -93.9% 15,343 $2.4M
Magnus Financial Group LLC 0.20% Add +0.7% 15,823 $2.4M
Stephens Inc. 0.03% Add +2.2% 15,749 $2.4M
New South Capital Management Inc. 0.11% No change 15,680 $2.4M
Asset Management Group, Inc. 0.38% Add +0.7% 15,648 $2.4M
Independence Bank of Kentucky 0.30% Reduce -13.4% 15,570 $2.4M
Dorsey & Whitney Trust CO LLC 0.13% Add +108.4% 15,474 $2.3M
WealthBridge Capital Management, LLC 0.54% Reduce -0.1% 15,444 $2.3M
Flaharty Asset Management, LLC 0.29% Reduce -6.4% 15,384 $2.3M
Salem Investment Counselors Inc. 0.07% No change 15,253 $2.3M
Arkadios Wealth Advisors 0.04% Reduce -1.6% 15,105 $2.3M
First Citizens Bank & Trust Co. 0.05% Reduce -36.6% 14,984 $2.3M
Eldridge Investment Advisors, Inc. 0.50% Add +0.5% 14,972 $2.3M
NorthRock Partners, LLC 0.04% Add +2.8% 14,753 $2.2M
Cozad Asset Management Inc. 0.18% Add +0.6% 14,734 $2.2M
Wedbush Securities Inc. 0.06% Add +21.2% 14,695 $2.2M
TD Waterhouse Canada Inc. 0.01% Add +21.3% 14,754 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +37.3% 14,690 $2.2M
Cascade Financial Partners, LLC 0.23% Reduce -3.4% 14,670 $2.2M
Peoples Bank 2.23% Add +2.2% 14,638 $2.2M
Everhart Financial Group, Inc. 0.19% New 14,552 $2.2M
Bensler, LLC 0.23% Reduce -5.0% 14,549 $2.2M
Mayflower Financial Advisors, LLC 0.27% Add +0.1% 14,439 $2.2M
Aberdeen Wealth Management LLC 0.99% No change 14,415 $2.2M
Coldstream Capital Management Inc. 0.03% Add +2.5% 14,375 $2.2M
Laurel Wealth Advisors LLC 0.22% Reduce -0.0% 14,288 $2.2M
Cary Street Partners Financial LLC 0.05% Add +4.9% 14,362 $2.2M
First Commonwealth Financial Corp 0.35% Reduce -0.5% 14,330 $2.2M
Stratos Wealth Partners, LTD. 0.02% Reduce -1.1% 14,245 $2.2M
Millennium Capital Advisors, LLC 1.32% Add +0.1% 14,206 $2.2M
Evercore Wealth Management, LLC 0.03% Reduce -2.2% 14,163 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Reduce -1.1% 14,154 $2.1M
Evanson Asset Management, LLC 0.11% Add +0.1% 14,083 $2.1M
Crossmark Global Holdings, Inc. 0.03% No change 14,028 $2.1M
Private Capital Advisors, Inc. 0.24% No change 13,975 $2.1M
WASHINGTON TRUST Co 0.07% Reduce -3.2% 13,969 $2.1M
Darden Wealth Group Inc 1.08% Reduce -0.7% 13,945 $2.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.26% Add +1.5% 13,918 $2.1M
Park Avenue Securities LLC 0.02% Reduce -11.6% 13,916 $2.1M
HSBC Holdings PLC 0.00% Reduce -9.8% 13,745 $2.1M
David J Yvars Group 1.16% Add +2.8% 13,692 $2.1M
Lanark Financial, Inc. 0.15% No change 13,600 $2.1M
CreativeOne Wealth, LLC 0.05% Add +15.4% 13,558 $2.1M
Cornell Pochily Investment Advisors, Inc. 0.60% Add +1.8% 13,493 $2.0M
OneDigital Investment Advisors LLC 0.02% Add +16.9% 13,458 $2.0M
Johnson Financial Group, Inc. 0.07% No change 13,453 $2.0M
MSH Capital Advisors LLC 0.43% Add +1.0% 13,429 $2.0M
Flagship Harbor Advisors, LLC 0.09% Reduce -0.2% 13,425 $2.0M
Pinnacle Bancorp, Inc. 0.60% No change 13,382 $2.0M
LOM Asset Management Ltd 0.58% Add +1.1% 13,318 $2.0M
Legacy Private Trust Co. 0.12% Reduce -14.6% 13,159 $2.0M
Carbahal Olsen Financial Services Group, LLC 1.59% Reduce -1.3% 13,130 $2.0M
Carnegie Investment Counsel 0.04% Reduce -0.0% 13,081 $2.0M
Tempus Wealth Planning, LLC 0.45% Reduce -0.5% 13,062 $2.0M
Principal Securities, Inc. 0.03% Add +0.1% 13,058 $2.0M
Harbor Investment Advisory, LLC 0.16% Add +13.4% 13,037 $2.0M
Benjamin Edwards Inc. 0.02% Add +3.5% 13,028 $2.0M
Perigon Wealth Management, LLC 0.04% Add +11.0% 12,999 $2.0M
Perryman Financial Advisory Inc. 0.29% Reduce -2.8% 12,874 $1.9M
Investment Advisory Group, LLC 0.49% Reduce -0.1% 12,829 $1.9M
International Assets Investment Management, LLC 0.13% Reduce -5.4% 12,815 $1.9M
Eagle Strategies LLC 0.23% Reduce -6.3% 12,741 $1.9M
Oxbow Advisors, LLC 0.16% Reduce -14.5% 12,621 $1.9M
Astoria Portfolio Advisors LLC. 0.41% Add +12.3% 12,527 $1.9M
Nwam LLC 0.11% Reduce -1.9% 12,602 $1.9M
Savant Capital, LLC 0.01% Add +32.6% 12,590 $1.9M
Curi Capital, LLC 0.03% Reduce -9.0% 12,577 $1.9M
Osborne Partners Capital Management, LLC 0.10% Reduce -2.7% 12,564 $1.9M
PFG Investments, LLC 0.09% Reduce -3.4% 12,509 $1.9M
Simmons Bank 0.13% No change 12,434 $1.9M
Hicks Capital Management LLC 1.88% Add +0.4% 12,420 $1.9M
NCM Capital Management, LLC 0.66% Reduce -3.8% 12,264 $1.9M
ADG Wealth Management Group, LLC 1.28% Add +23.6% 12,222 $1.9M
Weinberger Asset Management, Inc 0.69% Reduce -20.7% 12,146 $1.8M
Brighton Jones LLC 0.04% New 12,133 $1.8M
MassMutual Private Wealth & Trust, FSB 0.05% Add +45.9% 12,105 $1.8M
Cypress Capital Group 0.21% Reduce -0.8% 12,077 $1.8M
First Nebraska Trust Co 0.17% Add +10.5% 12,020 $1.8M
Caldwell Trust Co 0.16% No change 11,968 $1.8M
Fidelis Capital Partners, LLC 0.13% Reduce -15.7% 11,940 $1.8M
Fiduciary Trust Co 0.02% Reduce -0.0% 11,846 $1.8M
Berkshire Asset Management LLC 0.08% Reduce -3.0% 11,751 $1.8M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -56.5% 11,661 $1.8M
CRA Financial Services, LLC 0.23% Add +2.4% 11,652 $1.8M
Glen Eagle Advisors, LLC 0.25% Add +0.9% 11,641 $1.8M
First Horizon Corp. 0.07% Reduce -16.1% 11,600 $1.8M
Gryphon Financial Partners LLC 0.18% Reduce -19.4% 11,594 $1.8M
Patriot Investment Management Group, Inc. 0.11% Reduce -3.6% 11,522 $1.7M
Union Savings Bank 0.76% Reduce -5.7% 11,487 $1.7M
Aptus Capital Advisors, LLC 0.01% Add +25.6% 11,431 $1.7M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -33.7% 11,400 $1.7M
Pacific Point Advisors, LLC 0.91% No change 11,383 $1.7M
Addison Capital Co 0.31% New 11,368 $1.7M
BOK Financial Private Wealth, Inc. 0.10% Add +6.1% 11,329 $1.7M
Asset Dedication, LLC 0.12% Add +3.1% 11,305 $1.7M
Syntegra Private Wealth Group, LLC 0.16% Reduce -3.4% 11,223 $1.7M
JMG Financial Group, Ltd. 0.05% No change 11,177 $1.7M
Gladstone Institutional Advisory LLC 0.06% Reduce -3.3% 11,095 $1.7M
Sound Income Strategies, LLC 0.08% Reduce -15.6% 11,082 $1.7M
Smith, Moore & Co. 0.12% Add +10.3% 11,012 $1.7M
Flagstar Securities, Inc. 0.60% Add +0.1% 10,985 $1.7M
Summit Financial, LLC 0.02% Add +155.0% 10,965 $1.7M
Traynor Capital Management, Inc. 0.10% Reduce -16.0% 10,998 $1.7M
SVB Wealth LLC 0.11% Reduce -7.3% 10,872 $1.6M
Summit Trail Advisors, LLC 0.02% Add +8.8% 10,851 $1.6M
Montis Financial, LLC 0.34% Add +117.4% 10,849 $1.6M
Patten & Patten Inc. 0.10% No change 10,848 $1.6M
TMB Capital Partners, LLC 0.55% No change 10,795 $1.6M
MLP3, LLC 1.81% Add +2.8% 10,781 $1.6M
Avidian Wealth Enterprises, LLC 0.05% Add +408.6% 10,751 $1.6M
Mission Creek Capital Partners, Inc. 0.32% Reduce -1.4% 10,668 $1.6M
Viewpoint Capital Management LLC 0.75% Add +2.2% 10,646 $1.6M
Fox Hill Wealth Management 0.77% Reduce -0.1% 10,611 $1.6M
Richwood Investment Advisors, LLC 1.23% Reduce -1.9% 10,567 $1.6M
Meridian Wealth Management, LLC 0.06% Reduce -2.0% 10,560 $1.6M
Cove Private Wealth, LLC 0.36% Add +27.1% 10,520 $1.6M
Verdence Capital Advisors LLC 0.09% Add +0.7% 10,518 $1.6M
Rwa Wealth Partners, LLC 0.02% No change 10,517 $1.6M
Robertson Stephens Wealth Management, LLC 0.04% Reduce -8.8% 10,498 $1.6M
CDKV Holdings LLC 1.40% Add +8.6% 10,495 $1.6M
Independent Financial Group, LLC 0.04% Add +1.5% 10,494 $1.6M
Tempo Wealth, LLC 0.28% Add +3.4% 10,470 $1.6M
Tyche Wealth Partners LLC 0.24% Reduce -1.3% 10,415 $1.6M
Integrated Advisors Network LLC 0.08% Reduce -67.8% 10,390 $1.6M
Venture Visionary Partners LLC 0.05% Reduce -3.1% 10,367 $1.6M
Precedent Wealth Partners, LLC 0.31% Reduce -8.9% 10,321 $1.6M
Asset Allocation & Management Company, LLC 0.58% No change 10,273 $1.6M
Regal Investment Advisors LLC 0.09% Reduce -8.1% 10,232 $1.5M
Romano Brothers and Company 0.18% Add +2.1% 10,231 $1.5M
Whittier Trust Co. 0.02% No change 10,151 $1.5M
WBH Advisory Inc. 0.11% Reduce -3.3% 10,157 $1.5M
Farmers National Bank 0.34% Reduce -1.9% 10,084 $1.5M
Sound View Wealth Advisors Group, LLC 0.10% Reduce -0.0% 10,062 $1.5M
XML Financial, LLC 0.12% Add +9.6% 10,054 $1.5M
Founders Financial Securities LLC 0.09% Reduce -41.4% 9,917 $1.5M
Keel Point, LLC 0.10% Add +0.4% 10,045 $1.5M
Atlas Legacy Advisors, LLC 0.28% Add +33.3% 9,951 $1.5M
Nest Investments, LLC 1.23% Add +6.6% 9,984 $1.5M
Trust Point Inc. 0.13% No change 9,907 $1.5M
Challenger Wealth Management 1.20% No change 9,884 $1.5M
Woodmont Investment Counsel LLC 0.09% No change 9,809 $1.5M
Planned Solutions, Inc. 0.49% Add +0.1% 9,726 $1.5M
Coordinated Financial Services, Inc. 0.86% Add +18.7% 9,694 $1.5M
Belpointe Asset Management LLC 0.05% Reduce -0.6% 9,645 $1.5M
waypoint wealth counsel 0.75% Reduce -4.2% 9,550 $1.4M
Retirement Planning Co of New England, Inc. 0.59% Add +1.1% 9,536 $1.4M
HM Payson & Co. 0.02% Add +0.3% 9,462 $1.4M
Welch & Forbes LLC 0.02% Add +0.4% 9,451 $1.4M
Focus Financial Network, Inc. 0.05% Reduce -5.5% 9,442 $1.4M
Occidental Asset Management, LLC 0.17% No change 9,395 $1.4M
Invenio Wealth Partners LLC 0.56% Reduce -8.7% 9,375 $1.4M
MainStreet Investment Advisors LLC 0.21% Add +17.9% 9,370 $1.4M
Dakota Wealth Management 0.03% Add +2.7% 9,309 $1.4M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 9,295 $1.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +0.3% 9,274 $1.4M
Kestra Private Wealth Services, LLC 0.02% Add +10.4% 9,261 $1.4M
Snowwater Investment Partners, LLC 1.32% No change 9,260 $1.4M
Prosperity Consulting Group, LLC 0.06% Reduce -0.3% 9,235 $1.4M
Mesirow Financial Investment Management, Inc. 0.02% Add +9.4% 9,198 $1.4M
Asset Advisory Group, Inc. 0.70% Add +2.5% 9,165 $1.4M
Pettyjohn, Wood & White, Inc. 0.22% No change 9,064 $1.4M
GreatBanc Trust CO 0.96% No change 9,035 $1.4M
Choreo, LLC 0.02% Reduce -1.1% 9,033 $1.4M
Rockbridge Investment Management, LCC 0.12% No change 8,969 $1.4M
Freedom Financial Partners LLC 0.48% Add +0.5% 8,963 $1.4M
Continuum Advisory, LLC 0.13% Add +0.1% 8,959 $1.4M
Private Trust Co. NA 0.12% Add +18.6% 8,923 $1.4M
Embree Financial Group 0.16% Add +3.2% 8,883 $1.3M
Wolff Financial Management LLC 0.30% Reduce -0.2% 8,880 $1.3M
VAUGHAN & Co SECURITIES, INC. 0.70% No change 8,845 $1.3M
Titleist Asset Management, LLC 0.10% Reduce -4.7% 8,842 $1.3M
Koshinski Asset Management, Inc. 0.08% Add +11.7% 8,828 $1.3M
Squire Investment Management Company, LLC 0.37% Add +4.3% 8,819 $1.3M
Capital Advisors, Ltd. LLC 0.15% Reduce -3.1% 8,759 $1.3M
Winthrop Advisory Group LLC 0.11% Reduce -0.5% 8,750 $1.3M
SCS Capital Management LLC 0.01% No change 8,735 $1.3M
Edge Wealth Management LLC 0.23% No change 8,712 $1.3M
Infinity Wealth Counsel, LLC 1.21% Reduce -0.3% 8,680 $1.3M
Savvy Advisors, Inc. 0.04% Add +43.4% 8,671 $1.3M
Eastern Bank 0.02% Reduce -2.0% 8,630 $1.3M
Three Bearings Fiduciary Advisors, Inc. 1.26% No change 8,624 $1.3M
Rehmann Capital Advisory Group 0.07% Add +0.6% 8,571 $1.3M
Platform Technology Partners 0.25% Add +15.3% 8,571 $1.3M
Huntington National Bank 0.01% New 8,566 $1.3M
Fiducient Advisors LLC 0.17% Add +0.1% 8,527 $1.3M
Freestone Capital Holdings, LLC 0.04% Reduce -9.5% 8,521 $1.3M
ARS Investment Partners, LLC 0.07% No change 8,511 $1.3M
Performance Wealth Partners, LLC 0.04% Add +3.6% 8,464 $1.3M
Kohmann Bosshard Financial Services, LLC 0.12% Reduce -3.0% 8,434 $1.3M
Keudell/Morrison Wealth Management 0.26% Reduce -0.2% 8,430 $1.3M
Thayer Partners, LLC / MA 0.61% Add +3.3% 8,408 $1.3M
Prepared Retirement Institute LLC 0.63% Add +39.8% 8,370 $1.3M
Merit Financial Group, LLC 0.01% Add +28.3% 8,300 $1.3M
Chatham Capital Group, Inc. 0.18% No change 8,298 $1.3M
Mgo One Seven LLC 0.03% Add +123.4% 8,296 $1.3M
Davidson Trust Co. 0.54% No change 8,281 $1.3M
TCI Wealth Advisors, Inc. 0.07% Reduce -6.3% 8,274 $1.3M
Independent Wealth Network Inc. 0.37% Reduce -0.3% 8,270 $1.3M
Kanawha Capital Management LLC 0.09% Add +14.6% 8,255 $1.2M
First National Trust Co 0.04% Reduce -2.7% 8,241 $1.2M
Old North State Trust, LLC 0.74% Reduce -0.9% 8,228 $1.2M
Nations Financial Group Inc, /Ia/ 0.06% Add +2.1% 8,215 $1.2M
Bar Harbor Wealth Management 0.07% Reduce -0.1% 8,201 $1.2M
Guardian Wealth Advisors, LLC / NC 0.08% No change 8,136 $1.2M
Fort Washington Investment Advisors Inc. 0.01% No change 8,108 $1.2M
Bradley Foster & Sargent Inc. 0.02% Reduce -1.0% 8,035 $1.2M
Old Mission Investment Co LLC 0.28% Add +15.6% 8,022 $1.2M
O'ROURKE & COMPANY, Inc 0.48% Reduce -3.3% 8,012 $1.2M
Claris Financial LLC 0.66% Add +0.4% 7,997 $1.2M
Chapin Davis, Inc. 0.27% No change 7,962 $1.2M
Alterna Wealth Management, Inc. 0.91% No change 7,957 $1.2M
Dodds Wealth, LLC 0.29% Add +5.3% 7,922 $1.2M
Beacon Financial Advisory LLC 0.27% Add +4.6% 7,909 $1.2M
Gould Asset Management LLC 0.21% Add +6.0% 7,908 $1.2M
Mill Creek Capital Advisors, LLC 0.02% Reduce -22.7% 7,905 $1.2M
Legacy Trust 0.23% No change 7,835 $1.2M
Apella Capital, LLC 0.02% Add +46.6% 7,720 $1.2M
Archer Investment Corp 0.25% Reduce -1.1% 7,755 $1.2M
CVA Family Office, LLC 0.12% Add +0.1% 7,740 $1.2M
NorthCrest Asset Manangement, LLC 0.04% Reduce -36.1% 7,711 $1.2M
Accredited Investors Inc. 0.06% Reduce -5.2% 7,719 $1.2M
Capital Asset Advisory Services LLC 0.04% Add +9.5% 7,593 $1.2M
Greenwood Capital Associates LLC 0.13% Reduce -64.8% 7,680 $1.2M
Stonebridge Capital Advisors LLC 0.08% Reduce -28.8% 7,585 $1.1M
Next Level Private LLC 0.26% Add +13.6% 7,584 $1.1M
Sentinel Advisory Group, LLC 0.56% — 7,569 $1.1M
Apollon Wealth Management, LLC 0.02% Reduce -19.8% 7,538 $1.1M
Argyle Capital Partners, LLC 0.82% Add +27.1% 7,534 $1.1M
Blodgett Wealth Advisors, LLC 0.90% No change 7,515 $1.1M
Financial Engines Advisors L.L.C. 0.00% Reduce -0.6% 7,475 $1.1M
Islay Capital Management, LLC 0.58% Reduce -2.5% 7,465 $1.1M
Associated Banc-Corp 0.03% Reduce -5.1% 7,390 $1.1M
Flagship Wealth Advisors, LLC 0.48% Reduce -3.3% 8,364 $1.1M
CENTRAL TRUST Co 0.02% No change 7,336 $1.1M
Sunbelt Securities, Inc. 0.07% Add +0.1% 7,325 $1.1M
Apollon Financial, LLC 0.15% No change 7,310 $1.1M
Compound Planning, Inc. 0.03% Reduce -0.9% 7,297 $1.1M
Aprio Wealth Management, LLC 0.06% Add +0.6% 7,220 $1.1M
Wellspring Financial Advisors, LLC 0.08% Add +0.0% 7,205 $1.1M
MKT Advisors LLC 0.37% Reduce -3.6% 7,182 $1.1M
Code Waechter LLC 0.64% No change 7,120 $1.1M
Pathway Financial Advisers, LLC 0.30% Reduce -0.5% 7,093 $1.1M
Sheets Smith Wealth Management 0.12% Add +1.3% 7,087 $1.1M
Security National Bank of So Dak 0.52% Reduce -0.7% 7,080 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Add +25.5% 7,073 $1.1M
Guerra Pan Advisors, LLC 0.66% Reduce -1.7% 7,058 $1.1M
Intrust Bank NA 0.09% No change 7,013 $1.1M
Resonant Capital Advisors, LLC 0.06% No change 7,000 $1.1M
Vision Retirement, LLC 0.30% Add +0.1% 6,952 $1.1M
IHT Wealth Management, LLC 0.02% Add +0.2% 6,943 $1.1M
First National Bank of Omaha 0.03% No change 6,980 $1.0M
Neuberger Berman Group LLC 0.00% Reduce -2.3% 6,903 $1.0M
Cornerstone Wealth Management, LLC 0.05% Add +17.9% 6,901 $1.0M
James Investment Research, Inc. 0.12% Add +13.7% 6,895 $1.0M
Helium Advisors LLC 0.99% Add +0.5% 6,851 $1.0M
Wilmington Savings Fund Society, FSB 0.02% Reduce -5.5% 6,843 $1.0M
Integrity Alliance, Llc. 0.04% Reduce -3.0% 6,838 $1.0M
River Wealth Advisors LLC 0.12% Reduce -8.9% 6,835 $1.0M
PFG Advisors 0.05% Reduce -3.6% 6,803 $1.0M
Stronghold Wealth Management L.L.C. 1.55% Reduce -2.7% 6,769 $1.0M
Signet Financial Management, LLC 0.11% Reduce -1.3% 6,767 $1.0M
Atlas Private Wealth Advisors 0.24% Reduce -0.8% 6,766 $1.0M
Able Wealth Management LLC 0.27% No change 6,681 $1.0M
VestGen Advisors, LLC 0.03% Add +24.7% 6,623 $1.0M
Cordgrass Capital Advisors, LLC 0.23% Reduce -7.0% 6,626 $1.0M
Crestwood Advisors Group, LLC 0.02% Add +39.8% 6,624 $1.0M
Churchill Financial Advisors, LLC 0.21% Reduce -3.0% 6,618 $1.0M
WealthTrust Axiom LLC 0.24% No change 6,575 $996K
Brown Brothers Harriman & Co. 0.01% Add +42.8% 6,548 $991K
Colter Lewis Investment Partners LLC 0.93% No change 6,530 $989K
Jupiter Wealth Management LLC 0.39% No change 6,496 $988K
Sageworth Trust Co 0.04% Reduce -0.9% 6,485 $982K
Moors & Cabot, Inc. 0.04% Add +0.2% 6,454 $977K
Indiana Trust & Investment Management Co 0.30% No change 6,449 $976K
Versant Capital Management, Inc 0.10% Add +22.8% 6,448 $976K
Journey Advisory Group, LLC 0.08% Reduce -33.5% 6,443 $976K
Park Place Capital Corp 0.20% Reduce -6.2% 6,422 $972K
Citizens National Bank Trust Department 0.16% Reduce -0.4% 6,420 $972K
Florida Trust Wealth Management Co 0.03% Add +40.4% 6,381 $966K
TruWealth Advisors, LLC 0.05% Add +0.1% 6,378 $966K
Strait & Sound Wealth Management LLC 0.37% Reduce -4.1% 6,371 $965K
Global Trust Asset Management, LLC 0.37% Reduce -2.0% 6,304 $954K
Reality Financial Planning Services, LLC 0.92% No change 6,294 $953K
Fortis Group Advisors, LLC 0.16% Reduce -4.3% 6,122 $952K
Roman Butler Fullerton & Co. 0.26% Add +0.1% 6,212 $951K
Dale Q Rice Investment Management Ltd 0.72% Reduce -0.4% 6,257 $947K
Aspiriant, LLC 0.03% Add +0.1% 6,255 $947K
Kintra Wealth, LLC 0.07% New 6,228 $943K
Wealth Dimensions Group, Ltd. 0.19% Reduce -1.8% 6,221 $942K
W Advisors, LLC 0.48% No change 6,207 $940K
Ameriflex Group, Inc. 0.48% Add +3.6% 6,203 $939K
Capital Group Private Client Services, Inc. 0.02% Reduce -4.3% 6,189 $937K
Appleton Partners Inc. 0.07% No change 6,184 $936K
Warner Financial, Inc. 0.32% Add +0.2% 6,173 $935K
BHK Investment Advisors, LLC 0.31% New 6,165 $933K
ICONIQ Capital, LLC 0.02% No change 6,164 $933K
Capital Advantage, Inc. 0.12% Reduce -1.1% 6,157 $932K
Retirement Planning Group, LLC 0.03% Add +12.4% 6,153 $932K
Lowe Brockenbrough & Co. Inc. 0.05% No change 6,129 $928K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.22% Reduce -1.9% 6,115 $926K
Fagan Associates, Inc. 0.13% Add +0.1% 6,102 $924K
S&A Financial Services, Inc. 0.63% — 6,054 $917K
Harpswell Capital Advisors, LLC 0.68% Add +50.0% 6,000 $908K
DT Investment Partners, LLC 0.08% No change 6,000 $908K
Cornerstone Wealth Group, LLC 0.06% Reduce -10.5% 5,920 $904K
Krilogy Financial LLC 0.03% Reduce -0.3% 5,906 $903K
Avior Wealth Management, LLC 0.03% Add +4.3% 5,908 $895K
First Citizens Financial Corp 0.42% Reduce -0.1% 5,908 $895K
Virtue Capital Management, LLC 0.14% Reduce -1.9% 5,924 $889K
Trace Wealth Advisors, LLC 0.66% No change 5,804 $879K
TFC Financial Management, Inc. 0.11% Reduce -2.3% 5,798 $878K
Texas Yale Capital Corp. 0.02% No change 5,795 $877K
M1 Capital Management LLC 0.40% Add +0.5% 5,787 $876K
Cabana LLC 6.86% Reduce -15.3% 5,772 $874K
Urban Wealth Management, LLC 0.89% No change 5,743 $870K
ASL Financial, LLC 0.69% No change 5,716 $865K
Modera Wealth Management, LLC 0.01% No change 5,686 $861K
Caprock Group, LLC 0.02% Reduce -5.5% 5,679 $860K
Alley Investment Management Company, LLC 0.10% Add +0.2% 5,679 $860K
Horizon Investments, LLC 0.01% Add +99.8% 5,640 $854K
Diversified Trust Co. 0.02% No change 5,638 $854K
Marietta Investment Partners LLC 0.17% No change 5,600 $848K
Dupree Financial Group, LLC 0.34% Reduce -2.8% 5,591 $847K
Marco Investment Management LLC 0.06% No change 5,591 $847K
Wellington-Altus USA Inc. 0.50% Add +42.1% 5,400 $844K
Montecito Bank & Trust 0.14% Reduce -0.2% 5,572 $844K
Gerald Baker Financial Group LLC 0.27% — 5,567 $843K
Choate Investment Advisors 0.02% No change 5,490 $831K
Dearborn Partners LLC 0.04% Add +14.9% 5,472 $829K
Cassaday & Co Wealth Management LLC 0.02% No change 5,448 $825K
Quadcap Wealth Management, LLC 0.09% Add +1.9% 5,420 $821K
QRG Capital Management, Inc. 0.01% Add +49.9% 5,400 $818K
Signature Estate & Investment Advisors LLC 0.02% Add +0.6% 5,339 $808K
Greenleaf Trust 0.01% Add +14.4% 5,274 $799K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +94.3% 5,274 $798K
Clear Harbor Asset Management, LLC 0.06% No change 5,270 $798K
Naples Global Advisors, LLC 0.06% No change 5,253 $795K
B. Riley Wealth Advisors, Inc. 0.05% Reduce -28.0% 5,284 $793K
Leo Wealth, LLC 0.06% Add +0.5% 5,233 $792K
TCP Asset Management, LLC 0.10% Reduce -1.2% 5,194 $786K
WJ Financial Advisors LLC 0.63% No change 5,188 $786K
First Manhattan Co. Llc. 0.00% No change 5,180 $784K
GoalVest Advisory LLC 0.15% Reduce -55.3% 5,151 $780K
Flywheel Private Wealth LLC 0.44% Reduce -2.8% 5,144 $779K
Jackson Hole Capital Partners, LLC 0.13% No change 5,128 $776K
Gentry Private Wealth, LLC 0.47% Reduce -13.3% 5,115 $774K
Daymark Wealth Partners, LLC 0.02% Reduce -0.3% 5,104 $773K
WealthPLAN Partners, LLC 0.15% Reduce -0.6% 5,097 $772K
SageGuard Financial Group, LLC 0.12% Reduce -7.2% 5,081 $769K
New England Private Wealth Advisors LLC 0.09% Add +0.5% 5,077 $769K
Aspen Grove Capital, LLC 0.15% Add +0.8% 5,064 $767K
Fusion Family Wealth, LLC 0.06% Add +0.0% 5,034 $762K
Brookstone Capital Management 0.01% Add +3.0% 5,014 $759K
Lodestar Private Asset Management LLC 0.07% Reduce -0.5% 5,014 $759K
55 North Private Wealth, LLC 0.19% No change 5,000 $757K
Sculati Wealth Management, LLC 0.28% No change 4,999 $757K
Ignite Planners, LLC 0.12% Reduce -0.3% 5,031 $755K
CoreCap Advisors, LLC 0.03% Reduce -34.0% 4,981 $754K
Ausdal Financial Partners, Inc. 0.03% Reduce -5.2% 4,974 $753K
Tompkins Financial Corp. 0.06% No change 4,960 $751K
Alerus Financial NA 0.04% No change 4,948 $749K
North Forty Two & Co. 0.69% No change 4,902 $742K
CapWealth Advisors, LLC 0.07% Reduce -3.7% 4,895 $741K
Ellsworth Advisors, LLC 0.14% Add +2.9% 4,889 $740K
Rik Saylor Financial, Inc. 0.56% Add +0.5% 4,874 $738K
Bedel Financial Consulting, Inc. 0.08% No change 4,851 $735K
Waldron Private Wealth LLC 0.03% No change 4,845 $734K
Greenfield Savings Bank 0.31% No change 4,840 $733K
Sumitomo Mitsui Financial Group, Inc. 0.01% Reduce -15.6% 4,827 $731K
Invested Advisors 0.74% Reduce -0.2% 4,814 $729K
Mayport, LLC 0.13% Add +0.1% 4,771 $722K
Warwick Investment Management, Inc. 0.10% No change 4,712 $713K
Bartlett & Co. Wealth Management LLC 0.01% No change 4,630 $711K
Weatherly Asset Management L. P. 0.06% No change 4,695 $711K
Juncture Wealth Strategies, LLC 0.24% Reduce -2.9% 4,692 $710K
Evermay Wealth Management LLC 0.08% No change 4,673 $708K
Welch Group, LLC 0.03% Reduce -66.6% 4,667 $707K
Jaffetilchin Investment Partners, LLC 0.04% Add +0.3% 4,630 $701K
Signaturefd, LLC 0.01% Add +19.9% 4,618 $699K
Portland Global Advisors LLC 0.07% Reduce -3.2% 4,600 $696K
Spire Wealth Management 0.02% Reduce -0.1% 4,560 $690K
Mowery & Schoenfeld Wealth Management, LLC 1.05% No change 4,545 $688K
Powers Advisory Group, LLC 0.24% Add +56.6% 4,544 $688K
Mascoma Wealth Management LLC 0.14% Add +0.1% 4,528 $686K
Leavell Investment Management, Inc. 0.03% Add +5.8% 4,526 $685K
Shrier Wealth Management, LLC 0.25% Reduce -2.2% 4,518 $684K
Kingsview Wealth Management, LLC 0.01% Add +0.4% 4,481 $679K
STAR Financial Bank 0.32% Add +56.9% 4,457 $675K
Compass Ion Advisors, LLC 0.06% No change 4,456 $675K
Keystone Wealth Services, LLC 0.14% Reduce -3.2% 4,420 $669K
Summit Financial Strategies, Inc. 0.05% No change 4,392 $665K
Catalyst Financial Partners LLC 0.08% No change 4,389 $665K
Heartwood Wealth Advisors LLC 0.06% Reduce -0.6% 4,377 $663K
GW&K Investment Management, LLC 0.01% Reduce -79.9% 4,374 $662K
Selective Wealth Management, Inc. 0.20% Reduce -3.4% 4,323 $661K
SouthState Bank Corp 0.03% No change 4,366 $661K
Fonville Wealth Management LLC 0.13% Reduce -2.7% 4,362 $660K
Venturi Wealth Management, LLC 0.03% Reduce -22.2% 4,343 $658K
Centaurus Financial, Inc. 0.03% Add +0.6% 4,340 $657K
SkyOak Wealth, LLC 0.12% No change 4,334 $656K
Nilsine Partners, LLC 0.05% No change 4,289 $654K
Procyon Advisors, LLC 0.03% Add +3.3% 4,317 $654K
Quest 10 Wealth Builders, Inc. 0.57% No change 4,313 $653K
United Community Bank 0.22% Reduce -24.6% 4,310 $653K
Ascent Group, LLC 0.02% Reduce -4.5% 4,309 $652K
Realta Investment Advisors 0.23% Add +2.1% 4,308 $652K
Investors Research Corp 0.12% Reduce -0.9% 4,296 $650K
SeaCrest Wealth Management, LLC 0.07% Add +11.8% 4,277 $648K
Ledyard National Bank 0.06% Reduce -1.2% 4,260 $645K
BIP Wealth, LLC 0.03% Add +2.4% 4,247 $643K
Fiduciary Group, LLC 0.05% Reduce -1.5% 4,199 $636K
Lakeridge Wealth Management LLC 0.27% Reduce -10.5% 4,196 $635K
Bellevue Asset Management, LLC 0.32% Reduce -1.4% 4,192 $635K
KFG Wealth Management, LLC 0.08% Add +0.1% 4,184 $634K
Regatta Capital Group, LLC 0.10% Add +1.3% 4,176 $632K
Ocean Park Asset Management, LLC 0.04% Reduce -12.3% 4,158 $630K
Navigation Group, LLC 0.15% — 4,117 $623K
Barrett & Company, Inc. 0.21% Add +0.5% 4,098 $621K
Triangle Securities Wealth Management 0.14% Add +6.7% 4,080 $618K
Hyposwiss Advisors SA 0.61% Reduce -12.8% 4,075 $617K
Xcelsior Advisor Partners LLC 0.23% Add +30.2% 4,016 $608K
Readystate Asset Management LP 0.06% New 4,015 $608K
Arthur M. Cohen & Associates, LLC 0.11% Add +0.5% 4,024 $608K
Cahaba Wealth Management, Inc. 0.04% Add +0.5% 4,007 $607K
Foundations Investment Advisors, LLC 0.01% Reduce -4.0% 4,006 $607K
Costello Asset Management, INC 0.21% Add +6.9% 3,998 $605K
Integris Wealth Management, LLC 0.14% Reduce -1.0% 3,997 $605K
Rockwood Wealth Management, LLC 0.04% No change 3,994 $605K
IRON Financial LLC 0.26% Add +0.6% 3,964 $600K
Nvwm, LLC 0.13% Reduce -3.4% 3,836 $581K
Neumann Capital Management, LLC 0.17% No change 3,819 $578K
Samalin Investment Counsel, LLC 0.21% Add +0.5% 3,816 $578K
Navis Wealth Advisors, LLC 0.29% Add +6.4% 3,807 $576K
Breakwater Capital Group 0.08% Add +1.1% 3,780 $572K
LexAurum Advisors, LLC 0.07% — 3,777 $572K
Pps&v Asset Management Consultants, Inc. 0.35% Reduce -5.0% 3,774 $571K
West Paces Advisors Inc. 0.11% No change 3,714 $562K
RFG Advisory, LLC 0.01% Add +44.9% 3,701 $560K
Cambridge Financial Group, LLC 0.19% No change 3,700 $560K
Hoese & Co LLP 0.42% No change 3,695 $559K
Trilogy Capital Inc. 0.02% No change 3,691 $559K
BBR Partners, LLC 0.03% Reduce -6.0% 3,689 $559K
Diversify Wealth Management, LLC 0.01% New 3,644 $558K
2UniFi Bank 0.27% Reduce -14.0% 3,675 $556K
Red Tortoise LLC 0.23% Add +0.1% 3,650 $553K
Steinberganna Wealth Management 0.26% Reduce -8.7% 3,643 $552K
Alpine Bank Wealth Management 0.08% Add +32.4% 3,641 $551K
Bull Street Advisors, LLC 0.27% No change 3,625 $549K
Smith Chas P & Associates Pa Cpas 0.03% No change 3,624 $549K
Fisher Asset Management 0.00% New 3,607 $546K
Clark Capital Management Group, Inc. 0.00% Add +0.0% 3,606 $546K
Rogco, LP 0.18% No change 3,590 $544K
Pines Wealth Management, LLC 0.18% No change 3,572 $541K
Mezzasalma Advisors, LLC 0.14% Add +0.6% 3,557 $539K
Bouvel Investment Partners, LLC 0.16% Add +40.1% 3,556 $538K
Schnieders Capital Management, Llc. 0.09% Reduce -4.0% 3,551 $538K
Purkiss Capital Advisors LLC 0.24% Reduce -8.4% 3,547 $537K
Trivium Point Advisory, LLC 0.10% Reduce -22.8% 3,545 $537K
Cambridge Advisors Inc. 0.10% Add +2.2% 3,525 $534K
Hexagon Capital Partners LLC 0.08% New 3,504 $531K
Bank of New Hampshire 0.12% No change 3,500 $530K
Spartan Wealth Advisory Services LLC 0.05% — 3,485 $528K
Investment Partners, LTD. 0.19% Add +0.1% 3,480 $527K
truNorth Financial Services, Inc. 0.54% No change 3,470 $525K
Carl P. Sherr & Co., LLC 0.24% No change 3,432 $520K
Strategic Wealth Partners, Ltd. 0.04% Reduce -4.1% 3,426 $519K
Charter Capital Management, LLC\DE 0.26% Reduce -12.0% 3,408 $516K
HUB Investment Partners, LLC 0.01% Add +4.6% 3,395 $514K
Zions Bancorporation, National Association 0.03% No change 3,390 $513K
CFM Wealth Partners LLC 0.08% Add +25.6% 3,382 $512K
Allie Family Office LLC 0.22% No change 3,370 $510K
Total Clarity Wealth Management, Inc. 0.12% No change 3,367 $510K
PMG Wealth Management, Inc. 0.37% Add +15.5% 3,360 $509K
Bangor Savings Bank 0.04% Reduce -0.9% 3,359 $509K
Sage Capital Management, LLC 0.24% Reduce -1.4% 3,354 $508K
Kelsey Financial, LLC 0.44% No change 3,354 $508K
Weaver Consulting Group 0.12% No change 3,347 $507K
Mather Group, Llc. 0.01% No change 3,343 $506K
Exencial Wealth Advisors, LLC 0.02% Add +5.0% 3,341 $506K
Peak Planning Group, LLC 0.14% Add +0.7% 3,336 $505K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -1.5% 3,335 $505K
Davis R M Inc. 0.01% Add +10.3% 3,318 $502K
Anb Bank 0.20% Reduce -5.4% 3,300 $500K
Farmers & Merchants Investments Inc. 0.01% No change 3,294 $499K
Smith Thornton Advisors LLC 0.25% No change 3,275 $496K
Dynamic Advisor Solutions LLC 0.02% Add +75.1% 3,273 $496K
Ritter Daniher Financial Advisory LLC / DE 0.08% No change 3,270 $495K
180 Wealth Advisors, LLC 0.06% Add +0.0% 3,265 $494K
Baring Financial LLC 0.30% Reduce -4.2% 3,249 $492K
Rossby Financial, LCC 0.10% Add +589.6% 3,255 $492K
Secure Asset Management, LLC 0.08% Reduce -4.0% 3,245 $491K
CBIZ Investment Advisory Services, LLC 0.02% Reduce -51.5% 3,238 $490K
Citigroup Inc. 0.00% Add +94.2% 3,237 $490K
M. Kulyk & Associates, LLC 0.09% Reduce -3.9% 3,228 $489K
Peddock Capital Advisors, LLC 0.11% Reduce -0.8% 3,194 $484K
Atlantic Union Bankshares Corp 0.01% Reduce -1.3% 3,190 $483K
Aspire Capital Advisors LLC 0.11% No change 3,180 $481K
Obermeyer Wealth Partners 0.02% No change 3,177 $481K
Vision Capital Management, Inc. 0.06% Add +2.5% 3,175 $481K
Thrive Capital Management, LLC 0.10% Reduce -2.6% 3,163 $479K
Insight Wealth Strategies, LLC 0.05% Add +0.7% 3,154 $478K
Interchange Capital Partners, LLC 0.15% Reduce -2.8% 3,548 $476K
Lee Danner & Bass Inc. 0.03% No change 3,120 $472K
Oakworth Capital, Inc. 0.03% Add +14.7% 3,113 $471K
Ashton Thomas Securities, LLC 0.06% New 3,106 $470K
Journey Strategic Wealth LLC 0.01% Reduce -8.0% 3,105 $470K
Jamison Private Wealth Management, Inc. 0.06% Add +0.1% 3,100 $469K
Arrowroot Family Office, LLC 0.15% Add +1.0% 3,079 $466K
Regent Peak Wealth Advisors LLC 0.09% Reduce -17.8% 3,073 $465K
Larson Financial Group LLC 0.01% Add +0.1% 3,064 $464K
Thrive Wealth Management, LLC 0.07% Add +0.1% 3,061 $463K
Capital Investment Counsel, LLC 0.06% Add +60.3% 3,057 $463K
Evolve Private Wealth, LLC 0.02% Reduce -1.6% 3,044 $461K
Trust Co. of Toledo NA 0.04% Reduce -25.8% 3,028 $458K
Primoris Wealth Advisors, LLC 0.32% No change 3,026 $458K
Prosperitas Financial LLC 0.17% New 3,016 $457K
Waters Parkerson & Co., LLC 0.02% Add +1.9% 3,015 $457K
Moss Adams Wealth Advisors LLC 0.03% No change 3,013 $456K
Capstone Wealth Management, Inc. 0.39% No change 3,010 $456K
Ritholtz Wealth Management 0.01% Add +5.5% 3,007 $455K
TrueWealth Advisors, LLC 0.11% No change 3,000 $454K
Northstar Group, Inc. 0.07% Reduce -3.3% 2,975 $450K
Balanced Wealth Group LLC 0.16% Add +1.9% 2,972 $450K
GC Wealth Management RIA, LLC 0.02% New 2,970 $450K
Parsons Capital Management Inc. 0.02% Add +3.5% 2,967 $449K
NORTHSTAR ASSET MANAGEMENT Co 0.10% No change 2,960 $448K
FC Advisory LLC 0.13% Add +0.5% 2,936 $445K
Sage Capital Advisors,llc 0.10% Add +0.8% 2,929 $444K
ProVise Management Group, LLC 0.03% Reduce -6.8% 2,928 $443K
Access Financial Services, Inc. 0.16% Add +24.9% 2,895 $438K
Childress Capital Advisors, LLC 0.08% Add +34.4% 2,884 $437K
Rockland Trust Co. 0.02% No change 2,881 $436K
Bryn Mawr Trust Advisors, LLC 0.02% No change 2,875 $435K
First Fiduciary Investment Counsel, Inc. 0.09% No change 2,872 $435K
BLB&B Advisors, LLC 0.02% Add +0.1% 2,868 $434K
Annex Advisory Services, LLC 0.01% Add +0.3% 2,867 $434K
Essex Bank 0.10% Reduce -2.5% 2,854 $432K
Bearing Point Capital, LLC 0.07% Reduce -38.2% 2,835 $429K
Capital Advisors Inc. 0.01% Add +16.5% 2,823 $427K
Nikulski Financial, Inc. 0.11% Add +26.6% 2,816 $426K
AF Advisors, Inc. 0.24% Reduce -0.5% 2,808 $425K
Vantage Investment Partners, LLC 0.03% No change 2,806 $425K
Courage Miller Partners, LLC 0.12% Reduce -0.2% 2,797 $424K
XTX Topco Ltd 0.01% New 2,791 $423K
Stiles Financial Services Inc 0.13% Reduce -2.9% 2,784 $421K
John Boyer, Inc. 0.42% Add +0.6% 2,755 $417K
Sentinel Trust Co. Lba 0.04% No change 2,755 $417K
Fairvoy Private Wealth, LLC 0.10% No change 2,734 $414K
Continuum Wealth Advisors, LLC 0.17% Reduce -2.5% 2,731 $414K
Future Financial Wealth Managment LLC 0.27% No change 2,710 $412K
Henrickson Nauta Wealth Advisors, Inc. 0.12% Reduce -50.0% 2,713 $411K
Tortuga Wealth Management, Inc 0.38% Reduce -5.8% 2,710 $410K
North Star Asset Management Inc. 0.02% No change 2,710 $410K
Vestmark Advisory Solutions, Inc. 0.00% Add +28.5% 2,703 $409K
Keating Financial Advisory Services, Inc. 0.07% No change 2,696 $408K
Busey Bank 0.01% Reduce -5.5% 2,692 $408K
Certuity, LLC 0.03% Reduce -20.6% 2,679 $406K
Cardiff Park Advisors, LLC 0.03% No change 2,671 $404K
Steelhead Wealth Management LLC 0.20% — 2,667 $403K
Pension & Wealth Management Advisors, Inc. 0.12% Add +0.8% 2,637 $399K
Wedmont Private Capital 0.01% Reduce -17.4% 2,606 $399K
SlateStone Wealth, LLC 0.03% Reduce -13.0% 2,617 $396K
Pflug Koory, LLC 0.18% Add +0.2% 2,613 $396K
LCNB Corp. 0.13% Add +20.9% 2,607 $395K
Camden National Bank 0.05% Add +0.6% 2,605 $394K
Artesa Financial Group, LLC 0.38% New 2,600 $394K
Soltis Investment Advisors LLC 0.03% Reduce -84.5% 2,598 $393K
Palisade Asset Management, LLC 0.04% No change 2,590 $392K
Sonoma Allocations LLC 0.14% New 2,578 $391K
Strategic Family Wealth Counselors, L.L.C. 0.10% No change 2,572 $389K
Hunter Associates Investment Management LLC 0.05% Reduce -7.3% 2,578 $389K
Glassman Wealth Services 0.05% No change 2,569 $389K
Biltmore Family Office, LLC 0.05% No change 2,567 $389K
Money Concepts Capital Corp. 0.02% Add +8.7% 2,561 $388K
American Financial & Tax Strategies Inc. 0.19% No change 2,553 $387K
YANKCOM Partnership 0.16% No change 2,550 $386K
Cantor Fitzgerald Investment Advisors L.P. 0.03% No change 2,548 $386K
Calamos Wealth Management LLC 0.01% No change 2,533 $384K
Calamos Advisors LLC 0.00% New 2,533 $384K
KPP Advisory Services LLC 0.06% Reduce -1.9% 2,533 $384K
Tudor Financial Inc. 0.20% Reduce -3.4% 2,531 $383K
Commonwealth Financial Services, LLC 0.06% Reduce -0.2% 2,515 $381K
WoodTrust Financial Corp 0.05% No change 2,512 $380K
Latitude Advisors, LLC 0.17% Add +0.0% 2,501 $379K
Clayton Financial Group LLC 0.19% No change 2,500 $379K
Passive Capital Management, LLC. 0.11% No change 2,500 $379K
Mengis Capital Management, Inc. 0.07% No change 2,500 $379K
Chevy Chase Trust Holdings, LLC 0.00% No change 2,495 $378K
Pacific Sun Financial Corp 0.18% Add +4.2% 2,492 $377K
Atria Investments, Inc 0.00% Reduce -39.7% 2,486 $376K
GM Advisory Group, LLC 0.01% Reduce -0.8% 2,476 $375K
Nicolet Bankshares Inc. 0.01% No change 2,475 $375K
Elk River Wealth Management LLC 0.06% No change 2,471 $374K
Rothschild Investment LLC 0.02% Add +77.1% 2,462 $373K
Tiaa Trust, National Association 0.02% Reduce -80.5% 2,450 $371K
Silvercrest Asset Management Group LLC 0.00% No change 2,438 $369K
JB Capital LLC 0.01% Reduce -5.4% 2,423 $367K
Rodgers Brothers Inc. 0.04% No change 2,422 $367K
LongView Wealth Management 0.09% Add +0.1% 2,395 $365K
BridgePort Financial Solutions, LLC 0.10% No change 2,405 $364K
Coastal Bridge Advisors, LLC 0.03% Add +3.5% 2,403 $364K
United Bank 0.05% No change 2,399 $363K
SHP Wealth Management 0.03% Add +0.8% 2,389 $362K
Benedict Financial Advisors Inc. 0.08% Add +1.2% 2,388 $362K
First Western Trust Bank 0.02% Add +12.8% 2,386 $361K
Twele Capital Management, Inc. 0.06% Reduce -0.8% 2,383 $361K
CIBC Asset Management Inc 0.00% Add +16.1% 2,380 $360K
Mystic Asset Management, Inc. 0.08% Reduce -2.5% 2,374 $359K
Northwest Bancshares, Inc. 0.07% Add +0.3% 2,360 $357K
Charis Legacy Partners, LLC 0.52% Add +25.6% 2,351 $356K
Pure Financial Advisors, LLC 0.01% Reduce -0.2% 2,351 $356K
Fogel Capital Management, Inc. 0.16% No change 2,345 $355K
Gainplan LLC 0.27% Reduce -7.8% 2,341 $354K
Northeast Investment Management 0.01% No change 2,341 $354K
Connecticut Wealth Management, LLC 0.01% Add +17.3% 2,340 $354K
MCF Advisors LLC 0.02% Add +245.6% 2,336 $354K
Sandro Wealth Management LLC 0.28% Reduce -27.2% 2,334 $353K
Clifford Swan Investment Counsel LLC 0.01% No change 2,333 $353K
Clarus Group, Inc. 0.13% No change 2,329 $353K
KDK Private Wealth Management, LLC 0.32% Add +8.1% 2,400 $352K
Good Harbor Advisors, Inc. 0.38% No change 2,319 $351K
Headlands Technologies LLC 0.04% New 2,318 $351K
Global Trust Wealth Management LLC 0.26% Reduce -36.5% 2,302 $349K
Marquette Asset Management, LLC 0.05% Add +0.4% 2,298 $348K
Clientfirst Wealth Management, LLC 0.29% No change 2,285 $346K
Plante Moran Financial Advisors, LLC 0.02% No change 2,283 $346K
Certified Advisory Corp 0.03% Add +1.7% 2,278 $345K
Affiance Financial, LLC 0.06% No change 2,275 $344K
Capital Investment Advisory Services, LLC 0.03% Reduce -3.6% 2,275 $344K
First Heartland Consultants, Inc. 0.03% Reduce -1.4% 2,271 $344K
Heritage Wealth Advisors 0.01% No change 2,260 $342K
Orleans Capital Management Corp. 0.23% No change 2,250 $341K
RiverFront Investment Group, LLC 0.01% No change 2,241 $339K
HCR Wealth Advisors 0.04% No change 2,236 $339K
Castle Wealth Management LLC 0.11% No change 2,233 $338K
Grove Bank & Trust 0.04% No change 2,226 $337K
Arbor Investment Advisors, LLC 0.04% Reduce -1.2% 2,210 $335K
Pacific Capital Wealth Advisors, Inc. 0.06% No change 2,209 $334K
Harbor Asset Planning, Inc. 0.28% Add +3.4% 2,202 $333K
Cornerstone Advisory, LLC 0.03% Reduce -5.3% 2,197 $333K
Chilton Capital Management LLC 0.01% Reduce -43.7% 2,191 $332K
One Capital Management, LLC 0.01% No change 2,187 $331K
Modern Wealth Management, LLC 0.01% New 2,190 $331K
Karnit Road Accident Victims Compensation Fund 0.19% No change 2,170 $329K
JMN Financial LLC 0.32% New 2,169 $328K
DGS Capital Management, LLC 0.05% New 2,169 $328K
Pacific Center for Financial Services 0.08% Add +1.5% 2,169 $328K
Citadel Advisors 0.00% Add +8.9% 2,166 $328K
Founders Financial Alliance, LLC 0.06% Add +49.4% 2,162 $327K
Fourth Dimension Wealth, LLC 0.12% New 2,150 $326K
Silverlake Wealth Management LLC 0.07% Add +0.3% 2,150 $326K
Fairfield Financial Advisors, LTD 0.11% Reduce -10.5% 2,142 $324K
Waller Financial Planning Group, Inc. 0.07% Add +22.2% 2,139 $324K
Insight Advisors, LLC/ PA 0.06% Add +1.2% 2,135 $323K
Hoffman, Alan N Investment Management 0.21% No change 2,134 $323K
Heritage Wealth Management, Inc. 0.18% New 2,130 $323K
Orion Capital Management LLC 0.11% No change 2,130 $323K
AdvisorNet Financial, Inc 0.02% Add +0.2% 2,128 $322K
Investors Asset Management of Georgia Inc. /Ga/ 0.13% No change 2,110 $319K
Parkside Financial Bank & Trust 0.02% Add +49.8% 2,110 $319K
Colonial Trust Advisors 0.02% Add +5.0% 2,107 $319K
Elevation Point Wealth Partners, LLC 0.01% No change 2,103 $318K
Gateway Wealth Partners, LLC 0.01% Add +2.7% 2,095 $317K
BlueChip Wealth Advisors LLC 0.14% No change 2,092 $317K
Perennial Investment Advisors, LLC 0.03% Add +6.3% 2,083 $315K
Avantax Planning Partners, Inc. 0.01% No change 2,082 $315K
Staley Capital Advisers Inc. 0.01% No change 2,076 $314K
Private Wealth Asset Management, LLC 0.03% No change 2,075 $314K
Traphagen Investment Advisors LLC 0.03% Reduce -8.3% 2,068 $313K
Bluespring Wealth Management, LLC 0.03% Add +0.3% 2,061 $312K
Hantz Financial Services, Inc. 0.00% New 2,057 $312K
Provenance Wealth Advisors, LLC 0.03% Add +2.1% 2,051 $311K
First American Bank 0.02% No change 2,050 $310K
OakTrust Wealth Advisors, LLC 0.28% Reduce -0.1% 2,047 $310K
Steigerwald, Gordon & Koch Inc. 0.03% Add +157.2% 2,045 $310K
ABLE Financial Group, LLC 0.06% No change 2,041 $309K
Trek Financial, LLC 0.02% No change 2,036 $308K
Philadelphia Trust Co. 0.02% Reduce -12.9% 2,033 $308K
GAMMA Investing LLC 0.01% Add +32.8% 2,024 $306K
Stillwater Capital Advisors, LLC 0.03% No change 2,021 $306K
Chatterton & Associates Inc. 0.21% Add +15.7% 1,988 $305K
LVM Capital Management Ltd. 0.03% Add +32.6% 2,011 $304K
Accelerate Investment Advisors LLC 0.20% Reduce -2.9% 2,007 $304K
Diversified Portfolios, Inc. 0.03% Add +33.7% 2,006 $304K
Clear Trail Advisors, LLC 0.05% No change 2,000 $303K
Augustine Asset Management Inc. 0.07% No change 2,000 $303K
Align Financial, LLC 0.17% Reduce -99.3% 1,990 $301K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +0.4% 1,979 $300K
BTG Pactual Asset Management US LLC 0.03% No change 1,979 $300K
ARS Wealth Advisors Group, LLC 0.03% Add +21.6% 1,979 $300K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -8.0% 1,978 $299K
Melfa Wealth Management, Inc. 0.17% No change 1,975 $299K
Sepio Capital, LP 0.02% No change 1,975 $299K
Avion Wealth 0.06% No change 1,978 $299K
Valley National Advisers Inc. 0.04% No change 1,981 $299K
Pine Valley Investments Ltd Liability Co 0.01% Add +0.7% 1,961 $297K
Sterling Wealth Management, Inc. 0.08% No change 1,961 $297K
Chesley Taft & Associates LLC 0.01% Reduce -40.0% 1,953 $296K
Sagespring Wealth Partners, LLC 0.01% Reduce -1.5% 1,949 $295K
City National Bank of Florida 0.18% No change 1,944 $294K
Garden State Investment Advisory Services LLC 0.07% Add +15.6% 1,939 $294K
Wealthcare Capital Partners, LLC 0.14% Add +0.8% 1,942 $294K
Angeles Wealth Management, LLC 0.02% Add +53.1% 1,938 $293K
Highview Capital Management LLC 0.11% Reduce -18.0% 1,925 $291K
Birchwood Financial Partners, Inc. 0.28% Add +0.7% 1,922 $291K
Sterling Financial Planning, Inc. 0.09% No change 1,922 $291K
GWN Securities Inc. 0.06% Reduce -2.0% 1,918 $290K
American Institute for Advanced Investment Management, LLP 0.19% Reduce -12.6% 1,906 $289K
Security National Bank of Sioux City Iowa 0.17% No change 1,905 $288K
Cfo Capital Management LLC 0.24% No change 2,043 $288K
Bantamac Capital, LLC 0.21% Reduce -3.1% 1,900 $288K
Dudley Capital Management, LLC 0.13% No change 1,900 $288K
Advisors Capital Management, LLC 0.00% Reduce -2.1% 1,900 $288K
Golden State Wealth Management, LLC 0.03% Add +8.2% 1,888 $286K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Reduce -79.6% 1,881 $285K
Olistico Wealth, LLC 0.14% No change 1,878 $284K
Calton & Associates, Inc. 0.04% Reduce -25.9% 1,867 $283K
Grandview Asset Management LLC 0.08% Reduce -2.0% 1,866 $283K
Cape Ann Savings Bank 0.14% New 1,865 $282K
Carson Advisory Inc. 0.15% Reduce -0.9% 1,853 $281K
Ironwood Investment Counsel, LLC 0.04% Reduce -0.8% 1,849 $280K
Anchor Investment Management, LLC 0.02% Add +0.7% 1,845 $279K
Sigma Investment Counselors Inc. 0.01% Reduce -9.8% 1,845 $279K
Cedar Wealth Management, LLC 0.08% No change 1,840 $279K
Spirepoint Private Client, LLC 0.03% Reduce -0.8% 1,838 $278K
Triumph Capital Management 0.06% No change 1,836 $278K
McKinley Carter Wealth Services, Inc. 0.02% No change 1,835 $278K
Victrix Investment Advisors 0.10% Reduce -14.2% 1,820 $276K
Mustico Financial Group, Inc. 0.19% No change 1,808 $275K
Sand Hill Global Advisors, LLC 0.01% Add +20.5% 1,808 $274K
Altus Wealth Group LLC 0.11% Reduce -6.4% 1,807 $274K
Madrona Financial Services, LLC 0.06% Reduce -56.0% 1,801 $273K
Southland Equity Partners LLC 0.05% Reduce -33.8% 1,799 $272K
Kovack Advisors, Inc. 0.01% Add +0.1% 1,801 $272K
1ST Source Bank 0.01% New 1,798 $272K
Y-Intercept (Hong Kong) Ltd 0.01% Add +6.7% 1,795 $272K
Wealth Advisory Solutions, LLC 0.06% Add +8.8% 1,793 $271K
Providence Capital Advisors, LLC 0.04% Reduce -45.1% 1,793 $271K
Lauterbach Financial Advisors, LLC 0.13% No change 1,790 $271K
Tulsa Wealth Advisors, INC 0.05% New 1,789 $271K
South Plains Financial, Inc. 0.16% No change 1,788 $271K
Birchcreek Wealth Management, LLC 0.13% Add +0.1% 1,786 $270K
St Germain D J Co. Inc. 0.01% Add +10.5% 1,785 $270K
CoreFirst Bank & Trust 0.14% No change 1,779 $269K
Zacks Investment Management 0.00% Add +0.6% 1,775 $269K
Norden Group LLC 0.03% No change 1,773 $268K
Dala Group, LLC 0.22% Add +0.1% 1,771 $268K
Confluence Wealth Services, Inc. 0.01% Add +18.8% 1,770 $268K
Tower Bridge Advisors 0.03% New 1,750 $265K
Oregon Pacific Wealth Management, LLC 0.28% New 1,749 $265K
Cairn Investment Group, Inc. 0.13% No change 1,742 $264K
Coquina Private Wealth LLC 0.21% Add +1.3% 1,742 $264K
Allegheny Financial Group 0.04% Add +0.2% 1,741 $264K
Gray Private Wealth, LLC 0.13% No change 1,729 $262K
Mitchell McLeod Pugh & Williams Inc. 0.04% No change 1,721 $261K
Van Hulzen Asset Management, LLC 0.02% Add +9.6% 1,717 $260K
Motco 0.02% Reduce -37.8% 1,711 $259K
Semus Wealth Partners LLC 0.14% Add +0.7% 1,711 $259K
Highline Wealth Partners LLC 0.07% No change 1,709 $259K
Hickory Point Bank & Trust 0.17% No change 1,698 $257K
Hoxton Planning & Management, LLC 0.08% No change 1,695 $257K
Strategic Blueprint, LLC 0.01% New 1,695 $257K
Sard Wealth Management Group, LLC 0.14% Add +0.3% 1,693 $256K
BCS Private Wealth Management, Inc. 0.08% No change 1,691 $256K
Piscataqua Savings Bank 0.18% No change 1,690 $256K
Adapt Wealth Advisors, LLC 0.09% Add +0.1% 1,680 $254K
Uhlmann Price Securities, LLC 0.02% No change 1,680 $254K
Francis Financial, Inc. 0.05% No change 1,675 $254K
Middleton & Co. Inc. 0.03% No change 1,675 $254K
Prosperity Financial Group, Inc. 0.09% Reduce -1.5% 1,672 $253K
American Financial Advisors, LLC 0.03% Reduce -10.0% 1,658 $251K
Onyx Bridge Wealth Group LLC 0.03% Reduce -10.5% 1,657 $251K
Smith Partners Wealth Management, LLC 0.22% No change 1,650 $250K
IFG Advisory, LLC 0.71% Reduce -96.3% 1,647 $249K
Clearstead Trust, LLC 0.04% No change 1,643 $249K
Chemistry Wealth Management LLC 0.04% No change 1,640 $248K
Morton Capital Management LLC 0.04% No change 1,638 $248K
First Merchants Corp. 0.01% No change 1,632 $247K
OFS Enterprise LLC 0.07% — 1,631 $247K
Pacific Wealth Strategies Group, Inc. 0.15% No change 1,628 $246K
Berman McAleer LLC 0.03% No change 1,628 $246K
Allred Capital Management, LLC 0.09% No change 1,633 $246K
Unified Investment Management 0.25% No change 1,627 $246K
Crumly & Associates Inc. 0.05% Add +0.5% 1,627 $246K
1 North Wealth Services LLC 0.09% No change 1,625 $246K
AtlasMark Financial, Inc 0.16% No change 1,743 $246K
Tucker Asset Management LLC 0.07% No change 1,621 $245K
Canandaigua National Trust Co of Florida 0.20% New 1,617 $245K
Bison Wealth, LLC 0.02% No change 1,608 $244K
Visionary Wealth Advisors 0.01% Reduce -1.5% 1,602 $243K
Firestone Capital Management 0.05% No change 1,601 $242K
Carderock Capital Management Inc. 0.06% No change 1,600 $242K
Arq Wealth Advisors, LLC 0.04% No change 1,600 $242K
Madison Wealth Partners, Inc 0.04% Reduce -30.3% 1,600 $242K
Legacy Advisors, LLC 0.03% Reduce -16.9% 1,599 $242K
Colonial Trust Co / SC 0.03% No change 1,595 $241K
Maia Wealth LLC 0.04% Add +0.1% 1,595 $241K
Harbour Capital Advisors, LLC 0.05% Add +10.3% 1,590 $241K
Seneca Financial Advisors LLC 0.07% Add +0.8% 1,593 $241K
United Asset Strategies, Inc. 0.02% No change 1,592 $241K
Fidelity D & D Bancorp Inc. 0.10% No change 1,589 $241K
Green Ridge Wealth Planning LLC 0.13% No change 1,587 $240K
Empowered Funds, LLC 0.00% New 1,578 $239K
Hubbell Strickland Wealth Management, LLC 0.10% Add +0.8% 1,578 $239K
Wick Capital Partners, LLC 0.04% No change 1,574 $238K
KOM Wealth Management Group, LLC 0.16% Reduce -1.4% 1,573 $238K
Berger Financial Group, Inc 0.01% Add +9.5% 1,569 $238K
Azimuth Capital Investment Management LLC 0.01% No change 1,567 $237K
Founders Grove Wealth Partners, LLC 0.05% Reduce -0.9% 1,562 $237K
Indivisible Partners 0.02% No change 1,561 $236K
Sterling Investment Advisors LLC 0.11% No change 1,559 $236K
KWB Wealth 0.02% No change 1,670 $236K
Duncan Williams Asset Management, LLC 0.07% Reduce -5.6% 1,553 $235K
Plimoth Trust Co. LLC 0.05% New 1,550 $235K
Breakwater Investment Management 0.09% No change 1,548 $234K
Manuka Financial, LLC 0.14% No change 1,548 $234K
Braeburn Wealth Management LLC 0.13% Add +0.1% 1,544 $234K
Northstar Advisory Group, LLC 0.09% Reduce -0.5% 1,537 $233K
MRWM Advisors, LLC 0.13% No change 1,537 $233K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -8.3% 1,533 $232K
Kelly Financial Group LLC 0.06% Reduce -7.8% 1,531 $232K
Institute for Wealth Management, LLC. 0.02% No change 1,530 $232K
Riverview Capital Advisers, LLC 0.08% Add +4.9% 1,526 $231K
Houlihan Financial Resource Group, Ltd. 0.09% No change 1,524 $231K
PGIM Custom Harvest LLC 0.00% No change 1,521 $230K
Ring Mountain Capital, LLC 0.13% Reduce -0.9% 1,519 $230K
Financial Management Network Inc. 0.04% Add +4.5% 1,495 $229K
Vicus Capital 0.02% Reduce -20.3% 1,514 $229K
Howard Wealth Management, LLC 0.10% Reduce -4.0% 1,513 $229K
Iron Gate Global Advisors LLC 0.02% No change 1,511 $229K
Hills Bank & Trust Co 0.01% No change 1,510 $229K
Saxon Interests, Inc. 0.08% No change 1,504 $228K
Petros Family Wealth, LLC 0.16% No change 1,500 $227K
Curry Webb Wealth Management LLC 0.11% Add +0.5% 1,500 $227K
LifeWealth Investments, LLC 0.07% No change 1,500 $227K
Topsail Wealth Management, LLC 0.03% No change 1,500 $227K
Asio Capital, LLC 0.03% No change 1,500 $227K
Summit Asset Management, LLC 0.03% Reduce -3.2% 1,500 $227K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 1,500 $227K
Post Resch Tallon Group Inc. 0.18% No change 1,500 $227K
Mission Hills Financial Advisory, LLC 0.12% Add +0.5% 1,498 $227K
American Trust 0.02% Add +1.2% 1,481 $224K
LJI Wealth Management, LLC 0.04% No change 1,481 $224K
WFA of San Diego, LLC 0.18% Reduce -51.6% 1,480 $224K
Paces Ferry Wealth Advisors, LLC 0.09% No change 1,477 $224K
UNIVEST FINANCIAL Corp 0.01% Add +3.7% 1,471 $223K
Denver Wealth Management, Inc. 0.08% Reduce -7.1% 1,470 $223K
Summit Wealth & Retirement Planning, Inc. 0.05% No change 1,459 $221K
Sage Rhino Capital LLC 0.04% No change 1,455 $220K
Aft, Forsyth & Company, Inc. 0.10% Add +0.3% 1,452 $220K
Bridgewealth Advisory Group, LLC 0.05% No change 1,450 $220K
AJ Advisors, LLC 0.08% Add +0.8% 1,450 $220K
Dunhill Financial, LLC 0.05% Reduce -0.1% 1,429 $216K
Charter Oak Capital Management, LLC 0.02% No change 1,422 $215K
Connable Office Inc. 0.02% Reduce -69.1% 1,406 $213K
Panoramic Investment Advisors, LLC 0.12% New 1,405 $213K
Pasadena Private Wealth, LLC 0.03% New 1,403 $213K
Providence Financial Advisors, LLC 0.12% New 1,400 $212K
Headinvest, LLC 0.04% New 1,400 $212K
Mattern Wealth Management LLC 0.04% New 1,400 $212K
Private Wealth Partners, LLC 0.02% New 1,400 $212K
Strategies Wealth Advisors, LLC 0.02% Reduce -70.6% 1,399 $212K
Grandfield & Dodd, LLC 0.01% Reduce -26.3% 1,399 $212K
Montag A & Associates Inc. 0.01% Reduce -31.1% 1,397 $212K
Cowa, LLC 0.06% New 1,395 $211K
Tortoise Investment Management, LLC 0.02% New 1,394 $211K
Partners Wealth Management, LLC 0.22% New 1,389 $210K
RiverGlades Family Offices LLC 0.12% — 1,380 $209K
Diversified Enterprises, LLC 0.01% Reduce -26.6% 1,378 $209K
Capital Advisory Group Advisory Services, LLC 9.25% — 1,375 $208K
Sentinel Pension Advisors, LLC 0.03% New 1,375 $208K
Barclays PLC 0.00% New 1,375 $208K
Select Asset Management & Trust 0.07% New 1,373 $208K
Fiduciary Alliance LLC 0.01% New 1,367 $208K
Jacobi Capital Management LLC 0.01% New 1,364 $206K
Granite Group Advisors, LLC 0.12% New 1,358 $206K
Sfam, LLC 0.19% No change 1,360 $206K
Advisory Alpha, LLC 0.01% New 1,358 $206K
Turtle Creek Wealth Advisors, LLC 0.02% New 1,358 $206K
Salomon & Ludwin, LLC 0.02% Reduce -4.7% 1,354 $205K
Innova Wealth Partners 0.10% New 1,356 $205K
DDFG, Inc 0.04% New 1,355 $205K
Cascade Investment Group, Inc. 0.13% New 1,353 $205K
LaSalle St. Investment Advisors, LLC 0.03% New 1,351 $205K
TigerOak Management, L.L.C. 0.06% New 1,351 $205K
Evergreen Capital Management LLC 0.00% New 1,351 $205K
Letson Investment Management, Inc. 0.08% New 1,350 $204K
National Wealth Management Group, LLC 0.08% New 1,350 $204K
Columbia Bank 0.06% New 1,350 $204K
Greenspring Advisors, LLC 0.01% New 1,350 $204K
Concord Wealth Partners 0.03% Add +0.8% 1,350 $204K
Cooper Financial Group 0.02% New 1,348 $204K
Rise Advisors, LLC 0.07% New 1,351 $204K
Tanglewood Wealth Management, Inc. 0.02% New 1,347 $204K
Roundview Capital LLC 0.01% New 1,346 $204K
Collective Family Office LLC 0.05% New 1,345 $204K
Sargent Investment Group, LLC 0.03% New 1,340 $203K
RMR Wealth Builders 0.02% New 1,339 $203K
SAM Advisors, LLC 0.06% New 1,337 $202K
Tred Avon Family Wealth, LLC 0.07% Reduce -76.1% 1,333 $202K
Community Financial Services Group, LLC 0.04% New 1,335 $202K
Adams Asset Advisors, LLC 0.02% New 1,331 $201K
Heritage Trust Co 0.02% New 1,325 $201K
Armor Investment Advisors, LLC 0.07% No change 1,286 $195K
BankPlus Trust Department 0.05% No change 1,280 $194K
LRI Investments, LLC 0.02% No change 1,255 $190K
Innovative Asset Advisors Group, LLC 0.11% — 1,253 $190K
John A. Wolfe & Associates, Inc. 0.29% New 1,251 $189K
Evolution Wealth Management Inc. 0.14% Add +0.7% 1,247 $189K
SRH Advisors, LLC 0.05% No change 1,232 $187K
Missouri Trust & Investment Co 0.05% Reduce -4.3% 1,215 $184K
First Financial Corp. 0.07% No change 1,211 $183K
Cranbrook Wealth Management, LLC 0.04% No change 1,211 $183K
Physician Wealth Advisors, Inc. 0.03% No change 1,198 $181K
WealthShield Partners, LLC 0.02% No change 1,197 $181K
Riverview Trust Co 0.22% No change 1,196 $181K
Westend Capital Management, LLC 0.05% No change 1,180 $179K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +34.6% 1,168 $177K
Measured Wealth Private Client Group, LLC 0.05% No change 1,163 $176K
Glass Jacobson Investment Advisors llc 0.06% Add +0.8% 1,160 $176K
Cherry Tree Wealth Management, LLC 0.04% No change 1,145 $173K
Advisortrust Partners, LLC 0.07% New 1,130 $171K
Hanson & Doremus Investment Management 0.02% No change 1,127 $171K
TrustBank 0.07% No change 1,125 $170K
NBT Bank, N.A. 0.01% No change 1,108 $168K
Russell Investments Group, Ltd. 0.00% Add +9.1% 1,107 $168K
CNB Bank 0.07% No change 1,102 $167K
Brown, Lisle/Cummings, Inc. 0.04% No change 1,094 $166K
Rialto Wealth Management, LLC 0.04% No change 1,087 $165K
Rossmore Private Capital 0.01% No change 1,050 $159K
Old Second National Bank of Aurora 0.03% Reduce -4.6% 1,040 $157K
Crews Bank & Trust 0.02% No change 1,038 $157K
Raffa Wealth Management, LLC 0.02% Add +0.7% 1,027 $156K
Ancora Advisors LLC 0.00% No change 1,009 $153K
Cornerstone Financial Management LLC 0.14% No change 1,000 $151K
Country Trust Bank 0.00% No change 993 $150K
Crewe Advisors LLC 0.01% Add +0.6% 957 $145K
Phillips Financial Management, LLC 0.01% Reduce -38.7% 952 $144K
Peoples Financial Services Corp. 0.07% No change 951 $144K
Gilpin Wealth Management, LLC 0.11% No change 925 $140K
Financial Life Planners 0.10% New 887 $134K
Blue Trust, Inc. 0.00% Reduce -15.3% 885 $134K
Retiremitten Financial LLC 0.06% — 880 $133K
Manchester Capital Management LLC 0.02% No change 860 $130K
Key Financial Inc 0.02% Add +32.5% 857 $130K
Gen-Wealth Partners Inc 0.04% No change 823 $125K
Quadrant Capital Group LLC 0.00% Reduce -32.4% 815 $123K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 814 $123K
Insight Inv LLC 0.07% Reduce -51.1% 812 $123K
Capital Investment Counsel, Inc 0.01% Reduce -22.6% 800 $121K
Blueline Advisors LLC 0.09% Reduce -3.5% 799 $121K
Entrust Financial LLC 0.08% No change 799 $121K
Washington Trust Advisors, Inc. 0.01% New 795 $120K
Matrix Private Capital Group LLC 0.06% No change 793 $120K
Armstrong Advisory Group, Inc. 0.01% Reduce -18.1% 766 $116K
Davis Capital Management 0.08% No change 752 $114K
Beacon Investment Advisory Services, Inc. 0.00% New 750 $114K
Finley Financial, LLC 0.05% No change 730 $111K
Caldwell Sutter Capital, Inc. 0.04% Reduce -6.1% 729 $110K
True Link Financial Advisors, LLC 0.01% New 709 $107K
Hilton Head Capital Partners, LLC 0.06% No change 691 $105K
Prosperity Bancshares Inc 0.08% No change 677 $103K
Bayban 0.09% No change 675 $102K
Zeit Capital LLC 0.07% New 674 $102K
VSM Wealth Advisory, LLC 0.03% Add +0.6% 669 $101K
Fairway Wealth LLC 0.03% Add +33.6% 668 $101K
Marshall & Sterling Wealth Advisors Inc. 0.07% No change 660 $100K
RMG Wealth Management LLC 0.01% New 2,210 $99K
Beaird Harris Wealth Management, LLC 0.01% No change 642 $97K
Accordant Advisory Group Inc 0.06% No change 633 $96K
Nalls Sherbakoff Group, LLC 0.07% No change 631 $96K
Financial Network Wealth Advisors LLC 0.09% No change 611 $93K
Essential Investment Partners LLC 0.08% No change 595 $90K
High Note Wealth, LLC 0.02% No change 579 $88K
Schroder Investment Management Group 0.00% No change 570 $86K
Creative Financial Designs Inc. 0.01% Reduce -15.1% 558 $84K
Provident Wealth Management, LLC 0.03% Reduce -21.3% 551 $83K
BankChampaign, National Association 0.08% Reduce -42.2% 550 $83K
Vanguard Advisers Inc. 0.00% — 550 $83K
Coston, McIsaac & Partners 0.02% No change 549 $83K
REAP Financial Group, LLC 0.02% Add +0.8% 527 $80K
Signature Equity Partners, LLC 0.04% No change 505 $76K
Financial Connections Group, Inc. 0.03% No change 497 $75K
Monetary Solutions, Ltd 0.07% No change 495 $75K
Richardson Financial Services Inc. 0.05% No change 494 $75K
City State Bank 0.02% Reduce -7.5% 490 $74K
Fortitude Family Office, LLC 0.02% No change 490 $74K
MilWealth Group LLC 0.02% No change 487 $74K
Ballast Advisors LLC 0.02% No change 482 $73K
N.E.W. Advisory Services LLC 0.01% No change 480 $73K
Elevation Wealth Partners, LLC 0.03% Add +0.6% 478 $72K
Gill Capital Partners, LLC 0.02% New 460 $70K
Granville Capital, Inc. 0.04% No change 459 $69K
Essential Partners LLC 0.02% New 455 $69K
GHP Investment Advisors, Inc. 0.00% Add +0.9% 453 $69K
Evergreen Advisors, LLC 0.02% New 451 $68K
Adirondack Trust Co. 0.02% No change 450 $68K
Trust Co 0.01% Add +97.7% 435 $66K
Cornerstone National Bank & Trust Co 0.02% No change 420 $63K
EverSource Wealth Advisors, LLC 0.00% Reduce -3.2% 418 $63K
MTM Investment Management, LLC 0.02% No change 415 $63K
EPG Wealth Management LLC 0.02% No change 415 $63K
Synergy Investment Management, LLC 0.02% New 410 $62K
CX Institutional 0.00% Add +0.7% 406 $61K
Hollencrest Capital Management 0.00% No change 396 $60K
Morse Asset Management, Inc 0.01% No change 389 $59K
Morris Financial Concepts, Inc. 0.02% Reduce -2.3% 388 $59K
Princeton Global Asset Management LLC 0.01% Add +452.9% 387 $59K
Murphy & Mullick Capital Management Corp 0.04% Add +0.3% 385 $58K
Roxbury Financial LLC 0.05% Add +0.5% 384 $58K
Millstone Evans Group, LLC 0.03% Reduce -28.1% 372 $56K
Marshall Investment Management, LLC 0.03% New 368 $56K
Horizons Wealth Management 0.04% No change 360 $55K
Meramec Financial Planners, LLC 0.02% Add +0.8% 354 $54K
Allspring Global Investments Holdings, LLC 0.00% No change 357 $54K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Reduce -10.1% 358 $54K
Legacy Bridge, LLC 0.02% No change 350 $53K
Advanced Asset Management Advisors Inc 0.01% No change 348 $53K
Seneschal Advisors, LLC 0.04% No change 343 $52K
MBM Wealth Consultants, LLC 0.01% New 340 $51K
Pittenger & Anderson Inc. 0.00% No change 333 $50K
Weaver Capital Management LLC 0.01% No change 325 $49K
NFSG Corp 0.01% Add +0.6% 316 $48K
Byrne Asset Management LLC 0.03% No change 315 $48K
Pin Oak Investment Advisors Inc. 0.03% No change 311 $47K
Oxford Financial Group, LTD. LLC 0.00% No change 305 $46K
Winthrop Capital Management, LLC 0.01% No change 304 $46K
Southern Michigan Bank & Trust 0.02% — 303 $46K
Corsicana & Co. 0.03% No change 341 $46K
Westside Investment Management, Inc. 0.01% No change 300 $45K
DHJJ Financial Advisors, Ltd. 0.01% No change 297 $45K
Gables Capital Management Inc. 0.02% No change 289 $44K
Evelyn Partners Asset Management Ltd 0.01% No change 280 $42K
1620 Investment Advisors, Inc. 0.03% Reduce -3.5% 274 $42K
Smartleaf Asset Management LLC 0.00% Reduce -28.6% 272 $41K
Napier Financial, LLC 0.01% New 262 $40K
Cypress Capital Management LLC (WY) 0.04% No change 261 $40K
Clean Yield Group 0.01% No change 260 $39K
Friedenthal Financial 0.02% Reduce -53.5% 259 $39K
MPWM Advisory Solutions, LLC 0.02% Add +0.8% 257 $39K
American National Bank & Trust 0.00% No change 251 $38K
Strive Financial Group ,LLC 0.02% Reduce -14.3% 251 $38K
IMA Advisory Services, Inc. 0.00% No change 250 $38K
Financial Freedom, LLC 0.02% No change 248 $38K
Vermillion Wealth Management, Inc. 0.01% Reduce -2.0% 245 $37K
Kilter Group LLC 0.02% Add +0.4% 239 $36K
Toth Financial Advisory Corp. 0.00% No change 235 $36K
Main Street Group, LTD 0.01% New 218 $33K
Miller Capital Partners, Inc. 0.02% No change 210 $32K
Transamerica Financial Advisors, LLC 0.00% Add +1.5% 206 $31K
S&T Bank 0.01% No change 203 $31K
Richards, Merrill & Peterson, Inc. 0.01% No change 200 $30K
Creative Capital Management Investments LLC 0.01% Reduce -55.8% 200 $30K
Beutel, Goodman & Co Ltd. 0.00% No change 195 $29K
Elevated Capital Advisors, LLC 0.01% No change 184 $28K
Advisors Asset Management, Inc. 0.00% Add +3.4% 184 $28K
Team Financial Group, LLC 0.01% Add +1.1% 176 $27K
McIlrath & Eck, LLC 0.00% No change 176 $27K
Rice Partnership, LLC 0.00% No change 175 $26K
Fairman Group, LLC 0.02% Add +0.6% 167 $25K
Holos Integrated Wealth LLC 0.01% New 163 $25K
JPL Wealth Management, LLC 0.01% New 155 $23K
Ascentis Wealth Management, LLC 0.00% No change 154 $23K
Addison Advisors LLC 0.01% No change 152 $23K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 150 $23K
Catherine Avery Investment Management LLC 0.01% No change 149 $23K
Nemes Rush Group LLC 0.00% No change 144 $22K
Kelleher Financial Advisors 0.01% No change 142 $21K
C M Bidwell & Associates Ltd. 0.01% No change 140 $21K
Strategic Wealth Advisors LLC 0.02% No change 133 $20K
Family Manage LLC 0.00% No change 131 $20K
PlanVest Financial, Inc 0.01% — 129 $20K
Medallion Wealth Advisors, LLC 0.01% No change 128 $19K
Consultiva Wealth Management, Corp. 0.06% No change 127 $19K
Advantage Trust Co 0.01% No change 120 $18K
TIAA Wealth Investment Management LLC 0.00% — 120 $18K
Ascentis Independent Advisors 0.00% New 115 $17K
Financial Perspectives, Inc 0.00% No change 115 $17K
Tsfg, LLC 0.00% No change 110 $17K
Paladin Advisory Group, LLC 0.01% No change 108 $16K
Financial Consulate, Inc. 0.00% No change 105 $16K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $15K
Howe & Rusling Inc. 0.00% No change 100 $15K
Quintet Private Bank (Europe) S.A. 0.00% No change 100 $15K
Delta Asset Management LLC 0.00% No change 98 $15K
Hughes Financial Services, LLC 0.00% No change 97 $15K
High Point Wealth Management, LLC 0.01% New 96 $15K
HHM Wealth Advisors, LLC 0.00% No change 93 $14K
Birchbrook, Inc. 0.01% No change 90 $14K
Silicon Valley Capital Partners 0.00% No change 88 $13K
TD Capital Management LLC 0.00% Add +1.3% 76 $11K
Morgan Dempsey Capital Management LLC 0.01% No change 75 $11K
Robbins Farley 0.01% No change 75 $11K
Clear Investment Research, LLC 0.02% New 68 $10K
Roble, Belko & Company, Inc 0.00% No change 68 $10K
PayPay Securities Corp 0.33% Reduce -24.1% 63 $10K
Center for Financial Planning, Inc. 0.00% No change 61 $9K
Basepoint Wealth LLC 0.01% Add +1.7% 61 $9K
Nova Wealth Management, Inc. 0.01% No change 60 $9K
Register Financial Advisors LLC 0.00% Add +1.8% 57 $9K
Activest Wealth Management 0.00% New 54 $8K
Comprehensive Financial Planning, Inc. 0.01% No change 53 $8K
Prestige Wealth Management Group LLC 0.00% No change 52 $8K
UMB Bank, n.a. 0.00% No change 51 $8K
Strategic Investment Solutions, Inc. 0.00% No change 50 $8K
GGM Financial LLC 0.00% Add +2.0% 50 $8K
Lodestone Wealth Management LLC 0.00% No change 49 $7K
Bullock Wealth Management Group 0.00% No change 48 $7K
Broadwater Capital Management LLC 0.00% No change 42 $6K
Sunrise Financial Services, LLC 0.00% No change 39 $6K
Boyd Watterson Asset Management LLC 0.00% No change 35 $5K
Darwin Wealth Management, LLC 0.00% No change 29 $4K
Cheviot Value Management, LLC 0.00% No change 27 $4K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 25 $4K
Bfsg, LLC 0.00% No change 25 $4K
Rakuten Securities, Inc. 0.00% Reduce -31.4% 24 $4K
Global Wealth Strategies & Associates 0.00% Add +5.3% 20 $3K
Central Pacific Bank - Trust Division 0.00% No change 18 $3K
Tanglewood Legacy Advisors, LLC 0.00% No change 15 $2K
Proathlete Wealth Management LLC 0.00% No change 7 $1K
WPG Advisers, LLC 0.00% Reduce -45.5% 6 $908
West Branch Capital LLC 0.00% No change 4 $606
Arvest Investments, Inc. 0.00% Reduce -99.7% 1 $151
Root Financial Partners, LLC 0.00% Reduce -98.9% 1 $151

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