iShares MSCI Emerging MarketEEMETF

13F holders, Q1 2025 (March 31)
1,312holders −15
86new positions
101sold out
4famous investors
$43.60avg. 13F price*

At the end of Q1 2025, 1,312 institutions reported holding iShares MSCI Emerging Market (EEM) in their 13F filings, down 15 from Q4 2024. 86 opened new positions and 101 sold out. The largest holders were Morgan Stanley ($1.4B), Bank of America Corp. ($1.1B) and BlackRock, Inc. ($697.3M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
iShares MSCI Emerging Market
CUSIP
464287234
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions86$303.2M
Exits101$309.6M

All 13F filers, Q4 2024 → Q1 2025: 34,999,830 shares bought and 60,348,913 shares sold, net −25,349,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,312 holders

Morgan Stanley 0.10% Reduce -17.5% 31,303,247 $1.4B
Bank of America Corp. 0.10% Reduce -0.9% 25,036,613 $1.1B
BlackRock, Inc. 0.01% Reduce -0.6% 15,955,728 $697.3M
Goldman Sachs Group Inc. 0.09% Reduce -36.3% 11,308,708 $494.2M
Wells Fargo & Company 0.12% Reduce -0.7% 10,972,890 $479.5M
JPMorgan Chase & Co. 0.04% Add +45.2% 10,786,595 $471.4M
UBS Group AG 0.10% Reduce -17.2% 9,930,571 $434.0M
Retirement Systems of Alabama 1.55% No change 9,142,425 $399.5M
Jane Street Group, LLC 0.54% Reduce -63.4% 6,863,959 $300.0M
Citigroup Inc. 0.19% Add +175.7% 5,754,509 $251.5M
Swiss Life Asset Management Ltd 1.61% Reduce -58.5% 5,052,766 $220.8M
TD Asset Management Inc 0.20% Add +13.0% 4,999,304 $218.5M
PNC Financial Services Group, Inc. 0.11% Reduce -1.3% 4,848,377 $211.9M
BNP Paribas Financial Markets 0.16% Reduce -8.3% 4,636,766 $202.6M
Susquehanna International Group, LLP 0.30% Add +154.5% 4,210,163 $184.0M
Squarepoint Ops LLC 0.45% Add +27.5% 4,206,421 $183.8M
Brevan Howard Capital Management LP 5.23% Reduce -50.5% 4,200,000 $183.5M
Board of Trustees of The Leland Stanford Junior University 13.12% No change 3,543,452 $154.8M
State of Wisconsin Investment Board 0.39% Add +42.2% 3,436,628 $150.2M
Bank of New York Mellon Corp 0.03% Reduce -3.8% 3,427,046 $149.8M
Bank of Montreal 0.08% Add +29.9% 3,398,774 $148.5M
US Bancorp \de 0.19% Reduce -0.3% 3,268,410 $142.8M
SIH Partners, LLLP 10.85% New 2,828,497 $123.6M
Royal Bank of Canada 0.03% Reduce -13.3% 2,789,561 $121.9M
Barclays PLC 0.05% Add +89.8% 2,656,884 $116.1M
LPL Financial LLC 0.04% Reduce -0.8% 2,410,997 $105.4M
Schonfeld Strategic Advisors LLC 0.69% Add +1283.9% 2,340,077 $102.3M
Envestnet Asset Management Inc. 0.03% Add +1.3% 2,290,688 $100.1M
Cassaday & Co Wealth Management LLC 2.34% Reduce -1.5% 1,907,814 $83.4M
Hirtle & Co., LLC 3.73% Add +5.7% 1,881,523 $82.2M
Greenleaf Trust 0.72% Reduce -14.2% 1,812,156 $79.2M
Raymond James Financial Inc. 0.03% Add +6.8% 1,717,921 $75.1M
HSBC Holdings PLC 0.05% Reduce -9.8% 1,677,290 $72.9M
Total Investment Management Inc. 9.13% Add +3.8% 1,599,001 $69.9M
Mariner, LLC 0.11% Reduce -1.7% 1,520,712 $66.5M
Regions Financial Corp. 0.48% Add +0.2% 1,489,404 $65.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.65% Add +1731.4% 1,485,008 $64.5M
Allstate Corp. 1.82% Add +1.6% 1,417,235 $61.9M
Man Group plc 0.17% Add +299.5% 1,297,212 $56.7M
Halbert Hargrove Global Advisors, LLC 3.05% Reduce -3.6% 1,226,171 $53.6M
Connable Office Inc. 5.43% Add +1.1% 1,167,368 $51.0M
Flow Traders U.S. LLC 2.06% New 1,116,713 $48.8M
Vontobel Holding Ltd. 0.18% Add +4.8% 1,109,323 $48.5M
FMR LLC 0.00% Reduce -0.2% 1,109,146 $48.5M
HighTower Advisors, LLC 0.06% Reduce -3.3% 1,088,149 $47.6M
Corient Private Wealth LP 0.08% Add +38.6% 1,059,060 $46.3M
Keybank National Association 0.17% Reduce -3.0% 976,273 $42.7M
Millennium Management 0.04% Reduce -32.4% 961,385 $42.0M
Ameriprise Financial Inc. 0.01% Add +9.3% 941,384 $41.2M
Thrivent Financial for Lutherans 0.09% Add +653.8% 931,697 $40.7M
Factory Mutual Insurance Co. 0.47% Reduce -40.3% 923,400 $40.4M
Northern Trust Corp. 0.01% Reduce -4.8% 919,738 $40.2M
Acadian Asset Management LLC 0.11% Add +62.8% 914,008 $39.9M
M&T Bank Corp 0.13% Add +2.3% 846,716 $37.0M
Deutsche Bank AG 0.01% Reduce -12.5% 842,547 $36.8M
Capstone Investment Advisors, LLC 0.40% Add +113.3% 805,189 $35.2M
Creative Planning 0.03% Add +5.3% 804,453 $35.2M
Fifth Third Bancorp 0.13% Reduce -13.9% 803,863 $35.1M
Mitsubishi UFJ Trust & Banking Corp 0.09% Add +320.0% 796,882 $34.8M
DRW Securities, LLC 2.78% Add +200.9% 751,619 $32.8M
Stifel Financial Corp. 0.03% Add +2.9% 629,357 $27.5M
Wilmington Savings Fund Society, FSB 0.51% Add +569.3% 621,081 $27.1M
Prudential Financial Inc. 0.04% Reduce -10.1% 589,480 $25.8M
Provenance Wealth Advisors, LLC 3.62% Reduce -2.6% 575,879 $25.2M
Barings LLC 0.63% New 567,647 $24.8M
Advisors Preferred, LLC 3.25% New 551,269 $24.2M
CIBC Private Wealth Group LLC 0.05% Reduce -36.0% 622,050 $24.0M
Amarillo National Bank 4.66% Add +698.5% 547,680 $23.9M
Commonwealth Equity Services, LLC 0.03% Add +0.9% 544,059 $23.8M
Bank of Nova Scotia 0.05% Reduce -64.0% 540,322 $23.6M
Franklin Resources Inc. 0.01% Add +4.3% 537,573 $23.5M
Quent Capital, LLC 2.46% Add +0.2% 537,504 $23.5M
Comerica Bank 0.10% Reduce -7.4% 526,133 $23.0M
Lazard Asset Management LLC 0.04% Reduce -82.0% 494,277 $21.6M
Cibc World Market Inc. 0.05% Reduce -3.6% 490,946 $21.5M
Osaic Holdings, Inc. 0.05% Add +42.4% 488,566 $21.4M
Victory Capital Management Inc. 0.02% No change 472,612 $20.7M
Financiere des Professionnels - Fonds d'investissement inc. 1.34% Add +26.2% 472,500 $20.6M
Glenmede Trust Co. NA 0.11% Add +1.6% 457,463 $20.0M
Truist Financial Corp. 0.03% Reduce -27.6% 455,652 $19.9M
Point72 Europe (London) LLP 1.36% Add +230.1% 449,590 $19.6M
Focus Partners Wealth 0.05% Reduce -6.2% 440,602 $19.3M
Baird Financial Group, Inc. 0.04% Reduce -3.3% 434,332 $19.0M
Captrust Financial Advisors 0.05% Add +31.4% 413,880 $18.1M
Rockefeller Capital Management L.P. 0.04% Add +5.0% 413,819 $18.1M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -2.6% 412,807 $18.0M
Wit, LLC 0.51% No change 412,144 $18.0M
Checchi Capital Advisers, LLC 1.25% Add +0.0% 403,548 $17.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +13.4% 397,363 $17.4M
Banco Santander, S.A. 0.19% Add +163.7% 395,341 $17.3M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -4.3% 386,236 $16.9M
Cerity Partners LLC 0.03% Add +6.4% 381,368 $16.7M
FineMark National Bank & Trust 0.60% Reduce -2.8% 376,759 $16.5M
Okabena Investment Services Inc. 4.13% Add +0.3% 375,468 $16.4M
Erste Asset Management GmbH 0.20% Add +67.5% 751,618 $15.9M
Allianz SE 0.42% Add +3.1% 364,094 $15.9M
Granite Bay Wealth Management, LLC 5.39% Add +7.2% 354,787 $15.5M
Mesirow Financial Investment Management, Inc. 0.30% Reduce -1.4% 350,749 $15.3M
Coldstream Capital Management Inc. 0.32% Reduce -0.8% 344,388 $15.0M
Dupont Capital Management Corp. 1.62% Reduce -12.2% 333,986 $14.6M
Retirement Financial Solutions, LLC 5.50% Add +6.8% 323,042 $14.1M
BIP Wealth, LLC 0.87% Add +0.6% 304,138 $13.3M
Tudor Investment Corporation 0.12% Reduce -84.4% 300,700 $13.1M
Cetera Investment Advisers 0.03% Reduce -23.6% 300,372 $13.1M
Prudential PLC 0.07% Reduce -2.0% 298,550 $13.0M
Walleye Trading LLC 0.37% Add +100.6% 294,929 $12.9M
SCS Capital Management LLC 0.16% Add +18.3% 293,078 $12.8M
Citizens Financial Group Inc. 0.25% Add +1.4% 291,758 $12.7M
Itau Unibanco Holding S.A. 0.49% Reduce -28.7% 291,694 $12.7M
CHURCHILL MANAGEMENT Corp 0.16% Add +0.8% 291,669 $12.7M
Fluent Financial, LLC 5.47% Add +153.8% 287,057 $12.5M
Choreo, LLC 0.19% Reduce -6.0% 286,111 $12.5M
Balyasny Asset Management L.P. 0.03% Add +30.3% 284,008 $12.4M
Avantax Advisory Services, Inc. 0.07% Add +6.9% 280,149 $12.2M
Inspire Trust Co, N.A. 2.89% Add +6.8% 278,000 $12.1M
MML Investors Services, LLC 0.04% Add +9.1% 268,058 $11.7M
Dimension Capital Management LLC 2.04% Add +12.8% 263,830 $11.5M
Pictet North America Advisors SA 1.15% Reduce -25.4% 262,858 $11.5M
PKO Investment Management Joint-Stock Co 1.29% Add +131.3% 259,813 $11.4M
Highview Capital Management LLC 4.71% Add +83.5% 257,500 $11.3M
HT Partners LLC 3.83% Reduce -29.3% 255,472 $11.2M
Jasper Ridge Partners, L.P. 0.36% No change 254,150 $11.1M
Azimuth Capital Investment Management LLC 0.44% Add +0.8% 253,923 $11.1M
Equitable Holdings, Inc. 0.11% Add +13.4% 253,665 $11.1M
Bailard, Inc. 0.28% Add +2.5% 245,722 $10.7M
HRT Financial LP 0.07% New 244,953 $10.7M
Csenge Advisory Group 0.60% Add +3.4% 253,570 $10.6M
Allianz Asset Management GmbH 0.02% Add +136.0% 243,144 $10.6M
Colton Groome Financial Advisors, LLC 4.07% Reduce -2.7% 239,657 $10.5M
Verger Capital Management LLC 4.60% Add +6.6% 239,259 $10.5M
Freestone Capital Holdings, LLC 0.39% Reduce -3.5% 238,904 $10.4M
Mercer Global Advisors Inc. 0.02% Reduce -3.1% 236,210 $10.3M
GLOBALT Investments LLC / GA 0.42% Reduce -9.2% 235,865 $10.3M
Cambridge Investment Research Advisors, Inc. 0.03% Add +4.8% 232,792 $10.2M
Townsquare Capital LLC 0.11% Add +37.0% 229,989 $10.1M
US Financial Advisors, LLC 2.93% Add +11.6% 226,949 $9.9M
Moneta Group Investment Advisors LLC 0.14% Add +1.3% 226,476 $9.9M
Stock Yards Bank & Trust Co. 0.35% Reduce -15.3% 225,661 $9.9M
WealthBridge Investment Counsel Inc. 3.59% Reduce -0.5% 225,610 $9.9M
Verdence Capital Advisors LLC 0.75% Add +13.6% 225,573 $9.9M
Resona Asset Management Co.,Ltd. 0.06% No change 225,287 $9.8M
Calamos Advisors LLC 0.07% No change 225,145 $9.8M
Banque Pictet & Cie SA 0.10% Add +5.2% 215,061 $9.4M
Annandale Capital, LLC 1.73% Add +1709.1% 211,702 $9.3M
Cullen/Frost Bankers, Inc. 0.13% Add +1.6% 208,940 $9.1M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +18.9% 207,559 $9.1M
FFT Wealth Management LLC 1.84% Add +8.3% 201,100 $8.8M
LGL Partners, LLC 4.13% Reduce -13.0% 195,842 $8.6M
Finley Financial, LLC 4.76% Add +2.4% 195,657 $8.5M
Commerce Bank 0.05% Reduce -1.2% 195,052 $8.5M
Ilmarinen Mutual Pension Insurance Co 0.07% New 186,673 $8.2M
Clear Creek Financial Management, LLC 0.84% Reduce -8.1% 186,036 $8.1M
Keel Point, LLC 0.62% Reduce -10.4% 183,200 $8.0M
Cresset Asset Management, LLC 0.04% Reduce -63.9% 181,690 $7.9M
MAI Capital Management 0.06% Reduce -6.2% 181,533 $7.9M
Metropolitan Life Insurance Co 3.63% No change 179,828 $7.9M
Fiduciary Trust Co 0.10% Reduce -3.5% 179,311 $7.8M
Vista Finance, LLC 6.75% Reduce -3.0% 178,143 $7.8M
Portland Global Advisors LLC 0.98% Reduce -3.9% 177,325 $7.7M
Harbor Capital Advisors, Inc. 0.35% Add +3432.7% 176,566 $7.7M
Sei Investments Co. 0.01% Add +37.2% 174,896 $7.6M
Mill Creek Capital Advisors, LLC 0.18% Add +0.7% 171,442 $7.5M
Jain Global LLC 0.15% New 168,354 $7.4M
Brown Wealth Management, LLC 2.51% Add +7.5% 167,086 $7.3M
Allie Family Office LLC 3.98% Reduce -3.2% 165,967 $7.3M
Alliancebernstein L.P. 0.00% Add +4.0% 165,443 $7.2M
Simplex Trading, LLC 0.25% Reduce -1.2% 163,914 $7.2M
Kestra Advisory Services, LLC 0.03% Reduce -35.4% 163,872 $7.2M
Pathstone Holdings, LLC 0.03% Reduce -54.6% 163,749 $7.2M
TCTC Holdings, LLC 0.25% Add +2.1% 163,298 $7.1M
Arbor Investment Advisors, LLC 0.96% Reduce -1.2% 160,816 $7.0M
PFW Advisors LLC 2.16% Reduce -0.8% 157,457 $6.9M
SteelPeak Wealth, LLC 0.29% Reduce -9.6% 153,563 $6.7M
Salomon & Ludwin, LLC 0.70% Reduce -2.3% 151,334 $6.6M
Qube Research & Technologies Ltd 0.01% New 151,215 $6.6M
Trustmark Bank Trust Department 0.49% Add +1.8% 150,672 $6.6M
Tandem Wealth Advisors LLC 3.40% Add +1.0% 148,832 $6.5M
Blair William & Co. 0.02% Reduce -6.7% 148,365 $6.5M
Parr McKnight Wealth Management Group, LLC 0.93% Add +1.7% 147,841 $6.5M
Horizon Bancorp Inc. 3.62% Add +12.2% 146,753 $6.4M
Three Bridge Wealth Advisors, LLC 2.22% Add +0.7% 145,725 $6.4M
Rafferty Asset Management, LLC 0.03% Add +29.5% 144,223 $6.3M
Whittier Trust Co. of Nevada Inc. 0.16% Add +1.0% 144,045 $6.3M
Pinnacle Financial Group, LLC / IL 2.28% Add +0.9% 143,894 $6.3M
Tiaa Trust, National Association 0.02% Reduce -1.1% 143,818 $6.3M
Clarity Wealth Advisors, LLC 1.74% Add +3.5% 143,582 $6.3M
Cibc World Markets Corp. 0.05% Add +9.5% 142,750 $6.2M
Trust Co 0.74% Reduce -86.6% 142,421 $6.2M
EP Wealth Advisors, LLC 0.05% Reduce -1.9% 141,824 $6.2M
Linscomb Wealth, Inc. 0.31% Reduce -1.1% 141,435 $6.2M
OneDigital Investment Advisors LLC 0.07% Add +0.4% 140,920 $6.2M
First American Trust, FSB 0.55% Add +24.6% 137,427 $6.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% No change 136,000 $5.9M
NTV Asset Management LLC 0.79% Reduce -4.8% 135,922 $5.9M
EFG Asset Management (Americas) Corp. 1.17% Reduce -4.9% 132,726 $5.8M
New York State Common Retirement Fund 0.01% No change 132,575 $5.8M
Del-Sette Capital Management, LLC 4.51% Reduce -0.0% 131,385 $5.7M
Sand Hill Global Advisors, LLC 0.24% Reduce -5.8% 131,329 $5.7M
First Financial Bank - Trust Division 0.55% Reduce -2.7% 130,662 $5.7M
LMCG Investments, LLC 0.38% Add +15.9% 130,417 $5.7M
CW Advisors, LLC 0.07% Reduce -34.5% 130,011 $5.7M
Willis Johnson & Associates, Inc. 0.43% Reduce -4.2% 129,801 $5.7M
DT Investment Partners, LLC 0.55% No change 129,704 $5.7M
D.A. Davidson & Co. 0.05% Add +140.1% 128,628 $5.6M
RTD Financial Advisors, Inc. 0.75% Reduce -0.9% 128,211 $5.6M
Alpine Global Management, LLC 1.67% New 128,209 $5.6M
Glenview Trust Co 0.11% Reduce -4.8% 128,013 $5.6M
Aries Wealth Management 1.48% Add +14.1% 124,759 $5.5M
Staley Capital Advisers Inc. 0.25% Reduce -9.8% 124,550 $5.4M
Analyst IMS Investment Management Services Ltd. 0.21% Reduce -0.3% 123,829 $5.4M
REDW Wealth LLC 2.00% Reduce -1.3% 123,183 $5.4M
Hancock Whitney Corp. 0.17% Add +55.4% 122,761 $5.4M
Parallel Advisors, LLC 0.12% Reduce -6.3% 122,736 $5.4M
Ballentine Partners, LLC 0.09% Reduce -2.3% 122,702 $5.4M
Regal Investment Advisors LLC 0.43% Reduce -26.1% 122,658 $5.4M
Heritage Wealth Advisors 0.27% No change 121,558 $5.3M
Janney Montgomery Scott LLC 0.01% Reduce -26.1% 120,676 $5.3M
Little House Capital LLC 1.43% Reduce -11.0% 119,261 $5.2M
Bryn Mawr Trust Advisors, LLC 0.31% Add +1971.8% 117,034 $5.1M
Brighton Jones LLC 0.16% Reduce -1.7% 116,560 $5.1M
Valeo Financial Advisors, LLC 0.14% Reduce -2.8% 116,306 $5.1M
Bridges Investment Management Inc. 0.07% Add +3.0% 116,050 $5.1M
Sterling Capital Management LLC 0.08% Add +74.8% 115,858 $5.1M
Rathbones Group PLC 0.02% Add +4.4% 114,920 $5.0M
Oppenheimer & Co. Inc. 0.08% Add +17.8% 114,626 $5.0M
Summit Wealth & Retirement Planning, Inc. 1.53% Reduce -3.5% 114,302 $5.0M
T. Rowe Price Associates Inc. 0.00% No change 113,970 $5.0M
Bessemer Group Inc. 0.01% Add +0.1% 113,675 $5.0M
Caisse de depot et placement du Quebec 0.01% Reduce -64.2% 113,134 $4.9M
StoneX Group Inc. 0.27% Reduce -20.1% 112,965 $4.9M
Focus Partners Advisor Solutions, LLC 0.07% Add +28.3% 112,952 $4.9M
Bokf, NA 0.09% Reduce -2.1% 112,587 $4.9M
Confluence Wealth Services, Inc. 0.31% Reduce -5.6% 114,044 $4.9M
Rwa Wealth Partners, LLC 0.06% Reduce -25.1% 112,247 $4.9M
First Commonwealth Financial Corp 1.15% Reduce -10.9% 112,008 $4.9M
LWM Advisors Inc. 5.84% Add +1.2% 108,099 $4.9M
Harvest Investment Advisors, LLC 3.50% Reduce -0.8% 110,753 $4.8M
Whittier Trust Co. 0.07% Add +6.1% 110,591 $4.8M
LSP Investment Advisors, LLC 4.09% No change 108,830 $4.8M
Beirne Wealth Consulting Services, LLC 1.69% Reduce -0.1% 108,365 $4.7M
Geneos Wealth Management Inc. 0.16% Reduce -4.3% 108,012 $4.7M
Castleark Management LLC 0.16% No change 107,715 $4.7M
Sanctuary Advisors, LLC 0.03% Reduce -15.8% 107,343 $4.7M
Atlas Legacy Advisors, LLC 1.18% Reduce -4.0% 106,645 $4.7M
Edmond DE Rothschild Holding S.A. 0.08% Reduce -2.0% 105,856 $4.6M
Mma Asset Management LLC 1.95% Add +6.4% 105,759 $4.6M
Corepath Wealth Partners LLC 4.36% Add +3.1% 107,499 $4.6M
LBMC Investment Advisors, LLC 0.35% Reduce -5.5% 103,138 $4.5M
Marshall & Sullivan Inc. 2.28% Add +0.4% 102,877 $4.5M
Lido Advisors, LLC 0.03% Reduce -22.4% 102,760 $4.5M
Calamos Wealth Management LLC 0.23% Add +3.4% 102,291 $4.5M
Callan Family Office, LLC 0.33% Reduce -18.6% 101,358 $4.4M
Central Bank & Trust Co. 0.74% Reduce -5.4% 101,234 $4.4M
Baron Financial Group, LLC 2.76% Add +2.1% 100,519 $4.4M
Syon Capital LLC 0.36% Reduce -10.1% 100,381 $4.4M
Westport Asset Management Inc. 2.12% No change 100,000 $4.4M
International City Management Association Retirement Corp 2.47% No change 99,782 $4.4M
Fiducient Advisors LLC 0.54% Reduce -4.4% 98,570 $4.3M
Stephens Inc. 0.06% Reduce -8.2% 98,570 $4.3M
NewEdge Advisors, LLC 0.03% Add +56.0% 98,040 $4.3M
Wealthspire Advisors, LLC 0.03% Add +24.8% 97,734 $4.3M
Urban Financial Advisory Corp 2.34% Add +6.8% 96,794 $4.2M
AMG National Trust Bank 0.12% Reduce -8.3% 96,177 $4.2M
City Holding Co. 0.59% Reduce -1.6% 95,595 $4.2M
Private Advisor Group, LLC 0.03% Add +2.9% 94,876 $4.1M
Country Club Bank 0.28% Add +5.8% 93,938 $4.1M
Twin Focus Capital Partners, LLC 0.64% No change 93,869 $4.1M
First National Trust Co 0.16% Reduce -6.8% 93,332 $4.1M
Savant Capital, LLC 0.03% Reduce -1.7% 92,801 $4.1M
Venture Visionary Partners LLC 0.17% Add +47.8% 92,714 $4.1M
Neuberger Berman Group LLC 0.00% Reduce -22.3% 91,309 $4.0M
Federation des caisses Desjardins du Quebec 0.02% Add +126.2% 91,107 $4.0M
Perigon Wealth Management, LLC 0.10% Reduce -6.1% 90,428 $4.0M
CIBC Asset Management Inc 0.01% Reduce -37.1% 89,258 $3.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +386.9% 88,606 $3.9M
Modera Wealth Management, LLC 0.05% Reduce -0.7% 88,574 $3.9M
Prism Advisors, Inc. 1.18% No change 88,105 $3.9M
Widmann Financial Services, Inc. 2.98% Add +2.6% 87,765 $3.8M
Brown Advisory Inc. 0.01% Reduce -51.4% 87,170 $3.8M
1ST Source Bank 0.22% Reduce -16.8% 86,363 $3.8M
Simmons Bank 0.28% Reduce -24.6% 86,014 $3.8M
Oldfather Financial Services, LLC 1.42% Add +4.3% 85,446 $3.7M
Synovus Financial Corp. 0.05% Reduce -15.6% 85,142 $3.7M
NBT Bank, N.A. 0.27% Reduce -0.2% 84,764 $3.7M
Financial Synergies Wealth Advisors, Inc. 0.45% Reduce -0.8% 83,995 $3.7M
Ieq Capital, LLC 0.03% Add +46.4% 83,077 $3.6M
Grove Bank & Trust 0.48% Add +10.2% 82,450 $3.6M
Earnest Partners LLC 0.02% No change 81,963 $3.6M
Hoge Financial Services, LLC 2.48% Add +6.4% 81,005 $3.5M
AQR Capital Management 0.00% Add +13.3% 80,248 $3.5M
EWG Elevate Inc. 1.33% Add +1.9% 80,047 $3.5M
Yousif Capital Management, LLC 0.04% Reduce -25.4% 79,894 $3.5M
Oppenheimer Asset Management Inc. 0.04% Reduce -23.0% 78,867 $3.4M
Fiera Capital Corp 0.01% Reduce -0.3% 78,478 $3.4M
Scotia Capital Inc. 0.02% Reduce -9.4% 77,760 $3.4M
Financial Advisors Network, Inc. 0.55% Reduce -0.8% 76,052 $3.3M
Capula Management Ltd 0.02% New 75,658 $3.3M
BNP Paribas 0.14% Reduce -3.1% 75,480 $3.3M
Mirabaud & Cie SA 1.12% Add +2.4% 75,321 $3.3M
Tobias Financial Advisors, Inc. 0.64% Reduce -1.1% 75,310 $3.3M
Stelac Advisory Services LLC 1.35% Add +8.2% 75,238 $3.3M
Blue Fin Capital, Inc. 0.63% Reduce -0.4% 74,661 $3.3M
Avantax Planning Partners, Inc. 0.12% Reduce -0.6% 74,401 $3.3M
Beacon Pointe Advisors, LLC 0.04% Reduce -1.1% 74,249 $3.2M
Field & Main Bank 1.14% Add +2221.7% 74,177 $3.2M
Asset Management Group, Inc. 0.59% Reduce -6.9% 73,323 $3.2M
Boyd Watterson Asset Management LLC 1.03% No change 72,639 $3.2M
Atria Wealth Solutions, Inc. 0.04% Add +4.5% 72,283 $3.2M
Sowell Financial Services LLC 0.14% Add +1.3% 71,202 $3.1M
Prospera Financial Services Inc 0.07% Reduce -6.9% 71,170 $3.1M
Financial Counselors Inc. 0.05% Add +53.8% 70,572 $3.1M
Capital Advantage, Inc. 0.56% No change 73,210 $3.1M
Bison Wealth, LLC 0.28% New 69,589 $3.0M
Advisor Resource Council 0.25% New 70,879 $3.0M
All Terrain Financial Advisors, LLC 1.18% Reduce -13.0% 69,171 $3.0M
HB Wealth Management, LLC 0.03% Add +6.9% 68,942 $3.0M
J.W. Cole Advisors, Inc. 0.09% Reduce -34.4% 68,907 $3.0M
RFG Advisory, LLC 0.08% Add +85.5% 68,640 $3.0M
Burke & Herbert Bank & Trust Co. 0.72% Add +2.3% 68,463 $3.0M
Foundation Wealth Management, LLC 2.33% Add +1.1% 68,097 $3.0M
Conning Inc. 0.11% Add +205.5% 68,083 $3.0M
Promus Capital, LLC 2.25% Add +2.1% 67,986 $3.0M
Coppell Advisory Solutions LLC 0.41% Add +7781.8% 29,793 $3.0M
Full Sail Capital, LLC 0.19% Add +1.2% 66,853 $2.9M
Meridian Wealth Management, LLC 0.14% Add +8.7% 66,845 $2.9M
Integrated Wealth Concepts LLC 0.03% Reduce -42.3% 66,356 $2.9M
Independence Bank of Kentucky 0.44% Add +0.9% 65,070 $2.8M
Landing Point Financial Group, LLC 2.16% Add +0.7% 65,043 $2.8M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -6.0% 64,820 $2.8M
Waverly Advisors, LLC 0.03% Reduce -12.9% 64,737 $2.8M
Washington Trust Bank 0.28% Reduce -4.9% 64,613 $2.8M
Migdal Insurance & Financial Holdings Ltd. 0.04% Add +235.8% 63,698 $2.8M
Richard W. Paul & Associates, LLC 1.08% Add +4.0% 62,798 $2.7M
Elevatus Welath Management 1.55% Add +42.0% 62,762 $2.7M
Family Firm, Inc. 0.61% Add +0.9% 62,064 $2.7M
Chicago Partners Investment Group LLC 0.09% Reduce -1.6% 60,505 $2.7M
Belpointe Asset Management LLC 0.14% Add +31.3% 61,772 $2.7M
Inman Jager Wealth Management, LLC 2.02% Add +0.5% 61,623 $2.7M
Ashton Thomas Private Wealth, LLC 0.10% Reduce -1.4% 61,389 $2.7M
Robertson Stephens Wealth Management, LLC 0.10% Add +10.1% 60,914 $2.7M
Rakuten Investment Management, Inc. 0.01% — 60,623 $2.7M
Smithfield Trust Co 0.13% Reduce -1.4% 60,470 $2.6M
Abacus Planning Group, Inc. 0.46% Add +0.1% 59,635 $2.6M
Allen Mooney & Barnes Investment Advisors LLC 0.42% Reduce -0.0% 58,827 $2.6M
Select Asset Management & Trust 1.03% Add +31.4% 58,550 $2.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Reduce -0.7% 58,407 $2.6M
Steward Partners Investment Advisory, LLC 0.02% Add +17.5% 58,166 $2.5M
Harbour Investments, Inc. 0.07% Add +12.0% 58,081 $2.5M
Solstein Capital, LLC 1.44% Reduce -0.6% 56,442 $2.5M
Blue Trust, Inc. 0.03% Add +1.7% 55,993 $2.4M
JSF Financial, LLC 0.64% Reduce -13.9% 55,418 $2.4M
City of London Investment Management Co. Ltd. 0.26% New 54,934 $2.4M
Sava Infond d.o.o. 0.46% Add +26.7% 54,750 $2.4M
Concurrent Investment Advisors, LLC 0.06% Reduce -29.0% 54,005 $2.4M
Fourth Dimension Wealth, LLC 1.14% New 53,892 $2.4M
Financial Engines Advisors L.L.C. 0.01% Reduce -0.6% 53,470 $2.3M
Gryphon Financial Partners LLC 0.34% Add +0.6% 53,348 $2.3M
Factor Wealth Management LTD 0.72% Add +10.8% 53,301 $2.3M
Waters Parkerson & Co., LLC 0.12% Reduce -2.4% 52,725 $2.3M
Hoxton Planning & Management, LLC 0.88% Add +22.5% 52,524 $2.3M
Union Bancaire Privee, UBP SA 0.05% Reduce -56.8% 56,221 $2.3M
Institute for Wealth Management, LLC. 0.29% Reduce -0.8% 52,475 $2.3M
Running Point Capital Advisors, LLC 0.73% No change 52,370 $2.3M
Bluespring Wealth Management, LLC 0.23% Reduce -22.8% 52,158 $2.3M
NorthCrest Asset Manangement, LLC 0.07% Reduce -1.7% 52,107 $2.3M
Allen Investment Management, LLC 0.03% No change 52,101 $2.3M
Valmark Advisers, Inc. 0.03% Add +9.5% 51,471 $2.2M
Parisi Gray Wealth Management 0.73% Reduce -47.5% 51,468 $2.2M
Aspect Partners, LLC 1.29% Reduce -0.1% 51,446 $2.2M
Evergreen Capital Management LLC 0.08% Reduce -35.9% 51,282 $2.2M
Legacy Trust 0.54% Reduce -2.1% 51,058 $2.2M
Pure Financial Advisors, LLC 0.05% Reduce -5.3% 50,686 $2.2M
Insigneo Advisory Services, LLC 0.23% Reduce -6.0% 50,449 $2.2M
Spire Wealth Management 0.07% Add +0.8% 49,631 $2.2M
United Capital Financial Advisors, LLC 0.02% Reduce -4.9% 49,091 $2.1M
Weil Company, Inc. 0.64% Reduce -8.8% 49,088 $2.1M
Sachem Hill LLC 0.42% No change 49,067 $2.1M
NorthCoast Asset Management LLC 0.01% Reduce -12.9% 48,645 $2.1M
&partners 0.02% Add +0.1% 48,632 $2.1M
Bremer Bank National Association 0.38% Reduce -1.8% 48,388 $2.1M
Balefire, LLC 0.72% New 48,305 $2.1M
HFG Advisors, Inc. 1.80% Add +2.9% 48,258 $2.1M
World Investment Advisors 0.05% Reduce -1.2% 48,065 $2.1M
Balanced Wealth Group LLC 1.01% Add +1.9% 47,758 $2.1M
BSW Wealth Partners 0.32% Reduce -14.5% 47,484 $2.1M
Nepc LLC 0.06% Add +0.1% 47,387 $2.1M
Pathway Financial Advisors LLC 0.37% Reduce -0.3% 47,365 $2.1M
Bank of Hawaii 0.12% Reduce -18.4% 47,208 $2.1M
Vance Wealth, LLC 0.77% Reduce -6.1% 47,100 $2.1M
Fort Point Capital Partners LLC 0.23% Reduce -5.8% 46,265 $2.0M
MassMutual Private Wealth & Trust, FSB 0.06% Reduce -2.8% 46,264 $2.0M
Voya Investment Management LLC 0.00% Reduce -3.1% 46,135 $2.0M
Fulton Bank, N.A. 0.08% Add +2.3% 46,127 $2.0M
Sumitomo Mitsui Financial Group, Inc. 0.04% Add +5.9% 45,839 $2.0M
Guidance Capital, Inc. 0.61% Add +1.0% 44,501 $2.0M
Agf Management Ltd. 0.01% Reduce -9.6% 45,635 $2.0M
Parcion Private Wealth LLC 0.16% No change 45,226 $2.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -0.5% 44,435 $1.9M
Wellington Management Group LLP 0.00% Reduce -11.9% 44,373 $1.9M
Foster & Motley Inc. 0.12% Reduce -0.7% 44,369 $1.9M
Aspiriant, LLC 0.07% Reduce -2.0% 44,319 $1.9M
First Financial Bankshares Inc 0.04% Reduce -0.1% 43,894 $1.9M
Poinciana Advisors Group, LLC 1.98% Reduce -3.5% 43,783 $1.9M
BluePointe Capital Management, LLC 0.73% Add +144.2% 43,625 $1.9M
Composition Wealth, LLC 0.04% Add +0.1% 43,609 $1.9M
U.S. Capital Wealth Advisors, LLC 0.06% Add +4.3% 43,549 $1.9M
First Interstate Bank 0.11% Reduce -13.6% 43,422 $1.9M
Quantinno Capital Management LP 0.01% New 42,565 $1.9M
Belvedere Trading LLC 0.16% Add +320.7% 42,563 $1.9M
SummitTX Capital, L.P. 0.08% — 42,518 $1.9M
Mandatum Life Insurance Co Ltd 0.56% No change 42,083 $1.8M
Fogel Capital Management, Inc. 0.99% Reduce -3.5% 41,949 $1.8M
Clifford Swan Investment Counsel LLC 0.07% Reduce -1.7% 41,750 $1.8M
Nuveen, LLC 0.00% — 41,519 $1.8M
Fifth Third Wealth Advisors LLC 0.09% Reduce -4.9% 41,088 $1.8M
Pinebridge Investments, L.P. 0.01% Reduce -38.4% 41,066 $1.8M
FF Advisors,LLC 1.03% Add +14.5% 40,152 $1.8M
Baker Avenue Asset Management, LP 0.06% New 40,924 $1.8M
First Foundation Advisors 0.07% Reduce -6.2% 40,899 $1.8M
First Merchants Corp. 0.07% Reduce -0.3% 40,848 $1.8M
Israel Discount Bank of New York 1.37% Reduce -38.3% 40,778 $1.8M
Viewpoint Capital Management LLC 0.96% Add +0.8% 40,636 $1.8M
HAP Trading, LLC 0.63% New 40,568 $1.8M
Atlas Brown,Inc. 0.62% Reduce -1.0% 40,545 $1.8M
Sunbelt Securities, Inc. 0.16% Add +8.7% 40,539 $1.8M
Cliffwater LLC 0.46% No change 40,400 $1.8M
Canandaigua National Bank & Trust Co. 0.18% Reduce -4.0% 40,226 $1.8M
Farmers Trust Co. 0.33% Reduce -5.2% 40,154 $1.8M
Efficient Advisors, LLC 0.11% Reduce -22.6% 40,030 $1.7M
Clearstead Advisors, LLC 0.03% Reduce -52.0% 39,939 $1.7M
Capital Group Private Client Services, Inc. 0.02% Reduce -0.4% 39,478 $1.7M
Allium Financial Advisors, LLC 1.57% — 39,455 $1.7M
Johnson Investment Counsel Inc. 0.02% Add +0.9% 39,425 $1.7M
Rehmann Capital Advisory Group 0.11% Reduce -3.8% 39,139 $1.7M
F/m Investments LLC 0.07% No change 39,000 $1.7M
Cwm, LLC 0.01% Add +5.1% 38,984 $1.7M
Manchester Capital Management LLC 0.21% Add +0.1% 38,919 $1.7M
Private Wealth Asset Management, LLC 0.24% — 38,543 $1.7M
Integrated Investment Consultants, LLC 0.33% Add +14.9% 38,329 $1.7M
Mather Group, Llc. 0.02% Reduce -6.3% 38,244 $1.7M
Pine Valley Investments Ltd Liability Co 0.11% Reduce -3.1% 38,199 $1.7M
River Wealth Advisors LLC 0.23% Reduce -6.4% 38,173 $1.7M
Bolthouse Investments, LLC 1.74% Add +17.9% 38,113 $1.7M
Farmers & Merchants Investments Inc. 0.05% No change 38,049 $1.7M
Howland Capital Management LLC 0.07% Reduce -37.4% 37,906 $1.7M
Birch Hill Investment Advisors LLC 0.08% Add +0.3% 37,889 $1.7M
SG Americas Securities, LLC 0.01% Reduce -90.9% 37,833 $1.7M
Advisory Services Network, LLC 0.03% Reduce -8.6% 37,505 $1.6M
Apollon Wealth Management, LLC 0.04% Reduce -11.8% 37,464 $1.6M
Pines Wealth Management, LLC 0.76% Add +1.2% 42,495 $1.6M
Dominguez Wealth Management Solutions, Inc. 1.20% Add +4.8% 37,452 $1.6M
Glen Eagle Advisors, LLC 0.27% Add +4.0% 37,304 $1.6M
Credit Agricole S A 0.01% Reduce -19.4% 37,174 $1.6M
Heritage Investors Management Corp. 0.06% Reduce -1.6% 37,049 $1.6M
Smith, Moore & Co. 0.15% Reduce -0.4% 36,992 $1.6M
Everstar Asset Management, LLC 1.07% Add +9.7% 36,905 $1.6M
ERn Financial, LLC 0.25% Reduce -2.2% 36,831 $1.6M
Aureus Asset Management, LLC 0.11% Reduce -15.0% 36,625 $1.6M
Jacksonville Wealth Management, LLC 1.57% Add +2.1% 36,606 $1.6M
Clarus Wealth Advisors 0.85% Add +3.3% 38,678 $1.6M
RPg Family Wealth Advisory, LLC 0.45% Add +1.2% 36,341 $1.6M
Sincerus Advisory, LLC 1.67% Reduce -2.5% 36,176 $1.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Reduce -29.5% 36,125 $1.6M
Lee Danner & Bass Inc. 0.13% Reduce -1.2% 35,910 $1.6M
Forza Wealth Management, LLC 0.70% No change 35,775 $1.6M
Merit Financial Group, LLC 0.02% Add +31.0% 35,632 $1.6M
IFG Advisory, LLC 0.09% Reduce -0.8% 35,473 $1.6M
Peapack Gladstone Financial Corp. 0.02% Add +1.1% 35,483 $1.6M
PACK Private Wealth, LLC 0.91% Reduce -22.7% 35,161 $1.5M
Optiver Holding B.V. 0.06% Add +713.0% 34,884 $1.5M
Crewe Advisors LLC 0.21% Add +0.2% 34,829 $1.5M
Bartlett & Co. Wealth Management LLC 0.02% Add +8.8% 34,633 $1.5M
Harbor Advisory Corp. 0.51% No change 34,564 $1.5M
Canton Hathaway, LLC 0.30% No change 34,485 $1.5M
Atticus Wealth Management, LLC 0.49% Reduce -1.7% 34,465 $1.5M
O'Dell Group, LLC 0.39% No change 34,385 $1.5M
Level Four Advisory Services, LLC 0.06% Add +14.7% 34,352 $1.5M
Penobscot Investment Management Company, Inc. 0.14% Add +3.0% 33,948 $1.5M
Wealthedge Investment Advisors, LLC 0.66% Reduce -70.0% 33,723 $1.5M
Tiemann Investment Advisors, LLC 0.67% Reduce -1.0% 33,565 $1.5M
LBJ Family Wealth Advisors, Ltd. 0.93% No change 33,245 $1.5M
Colorado Capital Management, Inc. 0.68% Add +0.8% 33,184 $1.4M
Wealthcare Advisory Partners LLC 0.04% Add +0.4% 32,784 $1.4M
Next Capital Management LLC 0.69% Reduce -14.8% 32,769 $1.4M
Wolverine Trading, LLC 0.05% Add +12.6% 32,714 $1.4M
Texas Bank & Trust Co 0.60% Reduce -0.7% 32,672 $1.4M
BLB&B Advisors, LLC 0.07% Reduce -1.9% 32,494 $1.4M
Allspring Global Investments Holdings, LLC 0.00% Reduce -28.3% 32,357 $1.4M
Allworth Financial LP 0.01% Add +6.7% 32,276 $1.4M
GWN Securities Inc. 0.08% New 31,082 $1.4M
SP Asset Management LLC 0.12% Reduce -16.2% 32,078 $1.4M
Rockland Trust Co. 0.07% Reduce -0.9% 31,922 $1.4M
Sentinel Trust Co. Lba 0.16% Reduce -4.4% 31,906 $1.4M
Bulltick Wealth Management, LLC 0.37% Add +16.3% 31,728 $1.4M
Mycio Wealth Partners, LLC 0.33% No change 31,701 $1.4M
JFS Wealth Advisors, LLC 0.09% Reduce -1.2% 31,549 $1.4M
Bradley Foster & Sargent Inc. 0.02% Add +0.2% 31,329 $1.4M
Truepoint, Inc. 0.04% No change 31,280 $1.4M
Capital Investment Advisors, LLC 0.03% Reduce -8.2% 31,241 $1.4M
Audent Global Asset Management, LLC 1.13% Add +49.2% 31,213 $1.4M
Invictus Private Wealth, LLC 0.11% Add +0.3% 31,084 $1.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% No change 31,005 $1.4M
Salus Financial Advisors, LLC 1.02% Reduce -12.4% 30,822 $1.3M
Midwest Professional Planners, LTD. 0.42% Add +3.5% 30,777 $1.3M
Connecticut Wealth Management, LLC 0.07% Reduce -22.8% 30,667 $1.3M
Prosperity Planning, Inc. 0.60% Add +1.1% 30,450 $1.3M
Evoke Wealth, LLC 0.03% Add +0.6% 30,250 $1.3M
Magnus Financial Group LLC 0.13% Add +7.1% 30,076 $1.3M
Endowment Wealth Management, Inc. 0.84% Add +21.9% 29,732 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 29,300 $1.3M
Simplicity Wealth,LLC 0.10% Reduce -9.8% 29,278 $1.3M
Fidelis Capital Partners, LLC 0.14% Add +2.7% 29,319 $1.3M
IMC-Chicago, LLC 0.05% New 28,997 $1.3M
Future You Wealth LLC 0.81% Reduce -0.9% 28,830 $1.3M
Wealth Alliance, LLC 0.15% Reduce -27.7% 28,766 $1.3M
Bar Harbor Wealth Management 0.08% Reduce -3.4% 28,748 $1.3M
Ramsay, Stattman, Vela & Price, Inc. 0.24% Reduce -1.8% 28,636 $1.3M
CFS Investment Advisory Services, LLC 0.11% Add +259.5% 28,602 $1.3M
Founders Grove Wealth Partners, LLC 0.35% Add +4.1% 28,600 $1.2M
Red Tortoise LLC 0.65% No change 28,484 $1.2M
City National Bank of Florida 1.11% Add +8.1% 28,323 $1.2M
Lakeshore Capital Group, Inc. 1.17% New 27,749 $1.2M
Obermeyer Wealth Partners 0.06% Add +4.5% 27,559 $1.2M
Fortitude Financial, LLC 1.14% No change 27,384 $1.2M
Highland Capital Management, LLC 0.07% Reduce -8.3% 27,312 $1.2M
Lavaca Capital LLC 0.54% No change 27,200 $1.2M
Heritage Trust Co 0.14% Reduce -3.6% 27,049 $1.2M
First Bank & Trust 0.23% No change 26,947 $1.2M
Cadence Wealth Management LLC 0.87% Reduce -44.8% 26,872 $1.2M
LaSalle St. Investment Advisors, LLC 0.28% Add +6.1% 26,862 $1.2M
Signature Estate & Investment Advisors LLC 0.03% Reduce -5.3% 26,570 $1.2M
GM Advisory Group, LLC 0.06% Add +0.1% 26,488 $1.2M
Kestra Private Wealth Services, LLC 0.02% Reduce -6.8% 26,280 $1.1M
Johnson & White Wealth Management, LLC 0.64% Add +2.9% 26,218 $1.1M
Westshore Wealth, LLC 0.48% Add +1.0% 26,124 $1.1M
Cyndeo Wealth Partners, LLC 0.07% Reduce -7.5% 26,005 $1.1M
Twin Tree Management, LP 0.03% Add +1634.9% 25,954 $1.1M
Orin Green Financial, LLC 0.53% New 26,985 $1.1M
Pineridge Advisors LLC 0.44% Reduce -9.0% 25,866 $1.1M
Smith Chas P & Associates Pa Cpas 0.07% Reduce 0.0% 25,840 $1.1M
Croban 1.04% Add +19.7% 25,821 $1.1M
Northwest Wealth Management, LLC 0.22% No change 25,644 $1.1M
Argent Trust Co 0.05% Reduce -3.3% 25,524 $1.1M
Crescent Grove Advisors, LLC 0.12% Reduce -35.1% 25,448 $1.1M
Litman Gregory Wealth Management LLC 0.09% Reduce -13.1% 25,328 $1.1M
DBK Financial Counsel, LLC 1.10% No change 25,156 $1.1M
Schroder Investment Management Group 0.00% No change 25,000 $1.1M
Morris Financial Concepts, Inc. 0.46% Reduce -2.7% 24,974 $1.1M
Samalin Investment Counsel, LLC 0.44% Reduce -5.1% 24,857 $1.1M
Elevation Point Wealth Partners, LLC 0.09% No change 24,814 $1.1M
Lyell Wealth Management, LP 0.10% Reduce -15.1% 24,780 $1.1M
Washington Trust Advisors, Inc. 0.10% No change 24,647 $1.1M
Mayflower Financial Advisors, LLC 0.16% Add +57.9% 24,489 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Reduce -2.4% 24,485 $1.1M
Caz Investments LP 7.65% No change 24,361 $1.1M
Kelly Financial Services LLC 0.37% New 24,355 $1.1M
CreativeOne Wealth, LLC 0.03% Add +7.8% 24,308 $1.1M
Simon Quick Advisors, LLC 0.06% Reduce -0.6% 24,177 $1.1M
Sageworth Trust Co 0.07% Reduce -4.8% 24,120 $1.1M
Marble Harbor Investment Counsel, LLC 0.12% No change 24,100 $1.1M
HBK Sorce Advisory LLC 0.03% Reduce -10.1% 24,093 $1.1M
Newport Capital Group, LLC 0.75% Reduce -1.2% 23,947 $1.0M
Evanson Asset Management, LLC 0.07% No change 23,885 $1.0M
Parsons Capital Management Inc. 0.06% Reduce -2.7% 23,848 $1.0M
Chevy Chase Trust Holdings, LLC 0.00% Add +0.7% 23,637 $1.0M
Stratos Wealth Partners, LTD. 0.02% Reduce -2.6% 23,447 $1.0M
Bear Mountain Capital, Inc. 0.39% Reduce -5.4% 23,192 $1.0M
Northeast Investment Management 0.05% Reduce -28.9% 23,154 $1.0M
Matisse Capital 0.53% No change 22,990 $1.0M
KFA Private Wealth Group, LLC 0.35% Add +123.2% 22,982 $1.0M
Syntax Research, Inc. 0.69% Reduce -27.5% 22,765 $995K
Leo Wealth, LLC 0.14% No change 22,761 $995K
Glass Jacobson Investment Advisors llc 0.33% No change 23,742 $993K
Daymark Wealth Partners, LLC 0.04% Reduce -20.1% 22,507 $984K
Tocqueville Asset Management L.P. 0.02% Reduce -0.0% 22,461 $982K
Affiance Financial, LLC 0.23% Reduce -20.6% 22,369 $978K
Carret Asset Management, LLC 0.11% Add +5.9% 22,311 $975K
Mission Wealth Management, LP 0.02% Add +0.0% 22,287 $974K
Tortoise Investment Management, LLC 0.10% Reduce -2.4% 22,268 $973K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -2.2% 21,998 $961K
XML Financial, LLC 0.09% Reduce -1.8% 21,959 $960K
Cardiff Park Advisors, LLC 0.09% No change 21,878 $956K
Sequoia Financial Advisors, LLC 0.01% Reduce -37.4% 21,779 $952K
One Wealth Advisors, LLC 0.14% Add +15.9% 21,603 $944K
St. Louis Trust Co 0.14% No change 21,520 $940K
Stratos Wealth Advisors, LLC 0.05% Reduce -13.4% 21,380 $934K
GTS Securities LLC 0.04% Add +131.5% 21,320 $932K
Signaturefd, LLC 0.02% Reduce -13.9% 21,250 $929K
Dynamic Advisor Solutions LLC 0.03% Add +14.6% 21,094 $922K
TD Private Client Wealth LLC 0.03% Reduce -18.0% 21,002 $918K
Webster Bank, N. A. 0.10% Reduce -1.7% 20,960 $916K
Osborne Partners Capital Management, LLC 0.05% No change 20,910 $914K
Sonata Capital Group Inc. 0.40% Add +0.2% 20,904 $913K
Noesis Capital Mangement Corp. 0.18% Reduce -0.4% 20,851 $911K
Cordgrass Capital Advisors, LLC 0.26% Add +0.9% 20,702 $905K
Independent Family Office, LLC 0.48% Reduce -19.7% 20,688 $904K
Mutual Advisors, LLC 0.03% Add +129.3% 20,709 $900K
Rockingstone Advisors LLC 0.40% Add +97.5% 20,575 $899K
Colony Family Offices, LLC 0.28% Reduce -25.1% 20,532 $897K
JMG Financial Group, Ltd. 0.03% No change 20,523 $897K
Wesbanco Bank Inc. 0.03% Reduce -4.7% 20,401 $892K
KMG Fiduciary Partners, LLC 0.07% Reduce -0.2% 20,266 $886K
Klingman & Associates, LLC 0.05% No change 20,172 $882K
Roble, Belko & Company, Inc 0.14% No change 20,072 $877K
SBI Securities Co., Ltd. 0.03% Reduce -1.1% 19,986 $873K
Oakworth Capital, Inc. 0.06% No change 19,967 $873K
Arrien Investments, Inc. 0.63% Reduce -0.8% 19,963 $872K
Farther Finance Advisors, LLC 0.02% Reduce -2.0% 19,772 $867K
Ethos Financial Group, LLC 0.08% Add +1595.1% 19,816 $862K
Sovereign Financial Group, Inc. 0.20% Reduce -5.1% 19,711 $861K
Calton & Associates, Inc. 0.20% Reduce -0.7% 19,702 $861K
Fsa Wealth Partners, Inc. 0.33% Reduce -5.9% 19,693 $861K
Evercore Wealth Management, LLC 0.01% Reduce -1.6% 19,661 $859K
Sterling Investment Advisors, Ltd. 0.21% Add +73.0% 19,545 $854K
Legacy Capital Group California, Inc. 0.30% Reduce -14.2% 19,493 $852K
Principal Securities, Inc. 0.02% Add +14.4% 20,201 $845K
Contravisory Investment Management, Inc. 0.18% Reduce -15.9% 19,215 $840K
HUB Investment Partners, LLC 0.03% Reduce -0.8% 19,213 $840K
TSA Wealth Managment LLC 0.33% New 19,072 $833K
Hexagon Capital Partners LLC 0.16% Reduce -4.7% 19,042 $832K
Whalerock Point Partners, LLC 0.20% No change 18,986 $830K
Financial Advocates Investment Management 0.06% Reduce -14.1% 18,967 $829K
Flagship Harbor Advisors, LLC 0.04% Reduce -16.1% 18,965 $829K
Afg Fiduciary Services Limited Partnership 0.61% No change 20,110 $828K
Pinnacle Wealth Planning Services, Inc. 0.12% Add +11.8% 18,944 $828K
Tyler-Stone Wealth Management 0.15% Add +13.7% 18,858 $824K
Lionsbridge Wealth Management LLC 0.72% Reduce -15.9% 18,541 $810K
Nvwm, LLC 0.21% Add +16.9% 18,493 $808K
Bridgewater Advisors Inc. 0.07% Reduce -7.5% 18,414 $804K
BigSur Wealth Management LLC 0.22% Add +10.6% 18,300 $800K
Maven Securities LTD 0.17% Reduce -83.7% 18,287 $799K
Texas Yale Capital Corp. 0.03% Add +12.3% 18,259 $798K
Carolinas Wealth Consulting LLC 0.17% Add +1.0% 18,218 $796K
Appleton Partners Inc. 0.06% Reduce -6.1% 18,146 $793K
Certuity, LLC 0.08% Reduce -0.3% 18,048 $789K
E&G Advisors, LLC 0.22% No change 17,948 $784K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -60.2% 17,957 $784K
Rossmore Private Capital 0.10% No change 17,839 $780K
Retirement Income Solutions, Inc. 0.16% No change 17,780 $777K
First Manhattan Co. Llc. 0.00% Add +2.8% 17,697 $773K
Procyon Advisors, LLC 0.05% Add +2.8% 17,652 $771K
Ghe, LLC 0.35% Reduce -1.1% 22,543 $770K
Curi Capital, LLC 0.02% Reduce -55.2% 17,579 $768K
ShoreHaven Wealth Partners, LLC 0.37% Add +7.6% 17,476 $764K
Coign Capital Advisors LLC 0.59% Add +11.7% 17,453 $763K
Crestwood Advisors Group, LLC 0.01% Reduce -8.1% 17,442 $762K
Evolution Wealth Advisors, LLC 0.13% No change 17,280 $755K
Vanguard Group Inc. 0.00% Reduce -0.5% 17,204 $752K
Jones Financial Companies LLLP 0.00% Add +39.5% 17,103 $749K
Welch & Forbes LLC 0.01% Add +4.9% 17,092 $747K
YHB Investment Advisors, Inc. 0.06% Reduce -0.2% 16,954 $741K
RiverGlades Family Offices LLC 0.53% Reduce -10.0% 16,802 $734K
Flagstar Securities, Inc. 0.19% Add +7.9% 16,722 $731K
Phil A. Younker & Associates, Ltd. 0.72% Add +6.4% 16,696 $730K
Edge Financial Advisors LLC 0.46% Reduce -1.5% 16,677 $729K
Cedar Wealth Management, LLC 0.25% No change 16,379 $716K
Bannerman Wealth Management Group, LLC 0.58% Reduce -2.3% 16,370 $715K
Anb Bank 0.32% Reduce -1.7% 16,350 $714K
Strid Group, LLC 0.11% No change 16,313 $713K
Everett Harris & Co. 0.01% Reduce -1.4% 16,183 $707K
Independent Financial Group, LLC 0.02% Reduce -15.4% 16,029 $700K
Atria Investments, Inc 0.01% Reduce -72.3% 15,954 $697K
Innova Wealth Partners 0.43% Reduce -66.3% 15,825 $692K
National Philanthropic Trust 0.01% No change 15,813 $691K
IFP Advisors, Inc 0.02% Reduce -37.0% 15,801 $690K
Atom Investors LP 0.08% New 15,788 $690K
Investment Management Corp. /Va/ 0.62% Add +8.1% 15,749 $688K
First Citizens Bank & Trust Co. 0.02% Reduce -3.3% 15,742 $688K
Patriot Investment Management Group, Inc. 0.05% No change 15,650 $684K
Wealthspire Retirement, LLC 0.05% Add +1.9% 15,603 $682K
Stonebridge Capital Advisors LLC 0.06% No change 15,600 $682K
Macquarie Group Ltd. 0.00% Reduce -0.2% 15,592 $681K
Patten & Patten Inc. 0.05% Reduce -5.8% 15,567 $680K
CI Investments Inc. 0.00% Reduce -11.4% 15,500 $677K
Avalon Capital Management 0.20% New 15,478 $676K
NWF Advisory Services Inc. 0.09% Reduce -6.9% 15,350 $671K
National Bank of Canada 0.00% Add +1185.3% 15,308 $670K
Hilltop Holdings Inc. 0.04% Reduce -72.4% 15,313 $669K
Gladstone Institutional Advisory LLC 0.03% Add +10.1% 15,258 $667K
Roof Eidam Maycock Peralta, LLC 0.18% Reduce -18.7% 15,225 $665K
Clearwater Capital Advisors, LLC 0.06% Reduce -0.3% 15,160 $662K
Haverford Trust Co 0.01% Add +1.8% 15,117 $661K
Evelyn Partners Investment Management (Europe) Ltd 0.25% Reduce -10.9% 15,027 $657K
Moore Capital Management, LP 0.03% New 15,000 $656K
Generali Asset Management SPA SGR 0.02% No change 15,000 $656K
Ascent Group, LLC 0.03% Add +171.1% 14,903 $651K
Clear Harbor Asset Management, LLC 0.05% Reduce -12.9% 14,881 $650K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Reduce -4.5% 14,815 $648K
DGS Capital Management, LLC 0.17% Reduce -15.0% 14,810 $647K
Chesapeake Wealth Management 0.23% Reduce -5.5% 14,728 $644K
Friday Financial 0.38% No change 14,646 $643K
Arcus Capital Partners, LLC 0.26% Reduce -18.9% 14,573 $637K
Strategic Blueprint, LLC 0.03% Add +34.9% 14,540 $635K
B. Riley Wealth Advisors, Inc. 0.02% Add +2.8% 14,525 $635K
Joel Isaacson & Co., LLC 0.03% Reduce -9.7% 14,502 $634K
Franklin, Parlapiano, Turner & Welch, LLC 0.17% Reduce -4.6% 14,445 $631K
Park Square Financial Group, LLC 0.50% Reduce -27.5% 14,441 $631K
Salem Investment Counselors Inc. 0.02% No change 14,384 $629K
CM Wealth Advisors LLC 0.20% No change 14,376 $628K
Cranbrook Wealth Management, LLC 0.15% Reduce -1.7% 14,331 $626K
Gries Financial LLC 0.12% Add +0.1% 14,306 $625K
Compagnie Lombard Odier SCmA 0.01% Reduce -24.0% 14,262 $623K
Perritt Capital Management Inc 0.34% Reduce -20.0% 14,259 $623K
IPG Investment Advisors LLC 0.14% Reduce -10.3% 14,203 $621K
McKinley Carter Wealth Services, Inc. 0.04% No change 14,193 $620K
NewEdge Wealth, LLC 0.01% Reduce -45.5% 14,157 $619K
Embree Financial Group 0.10% Reduce -8.3% 14,148 $618K
Moneda S.A. Administradora General de Fondos 0.66% Add +6.0% 14,104 $616K
Sigma Planning Corp 0.02% Add +86.7% 14,076 $615K
DAVENPORT & Co LLC 0.00% Reduce -7.6% 14,043 $614K
Ti-Trust, Inc. 0.41% Reduce -0.3% 14,038 $613K
Pinnacle Financial Partners Inc 0.01% Add +1479.1% 14,070 $613K
Fortis Group Advisors, LLC 0.12% Add +6.4% 13,994 $612K
Bank of New Hampshire 0.16% Reduce -5.1% 13,903 $608K
Cobblestone Capital Advisors LLC 0.03% Reduce -0.6% 13,894 $607K
GFS Advisors, LLC 0.12% No change 13,900 $607K
Lodestar Private Asset Management LLC 0.08% No change 13,883 $607K
Shelton Capital Management 0.01% No change 13,768 $602K
Resonant Capital Advisors, LLC 0.04% Add +3.5% 13,749 $601K
RiverFront Investment Group, LLC 0.01% New 13,708 $599K
Lakeridge Wealth Management LLC 0.30% Reduce -4.2% 13,682 $598K
Davidson Trust Co. 0.28% No change 13,613 $595K
WealthShield Partners, LLC 0.08% Reduce -1.3% 13,568 $593K
Round Rock Advisors LLC 0.11% Reduce -0.1% 13,522 $591K
Old National Bancorp 0.02% Add +10.0% 13,511 $590K
Orrstown Financial Services Inc. 0.14% Add +10.3% 13,479 $589K
Debussy Capital Management LP 0.09% Add +2.9% 13,466 $588K
Bonfire Financial 0.54% Reduce -5.8% 13,459 $588K
BFI Infinity Ltd. 0.63% No change 13,447 $588K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -75.7% 13,417 $586K
Crabel Capital Management, LLC 0.63% Add +3.2% 13,400 $586K
Revolve Wealth Partners, LLC 0.08% Reduce -0.8% 13,400 $586K
TD Waterhouse Canada Inc. 0.00% Add +38.0% 13,319 $585K
Taylor & Morgan Wealth Management, LLC 0.44% Add +2.0% 13,362 $584K
Discovery Capital Management, LLC / CT 0.07% Add +79.0% 13,357 $584K
Canopy Partners, LLC 0.23% Reduce -0.3% 13,340 $583K
Fonville Wealth Management LLC 0.17% Reduce -0.9% 13,317 $580K
Cascade Financial Partners, LLC 0.07% No change 13,268 $580K
Quintet Private Bank (Europe) S.A. 0.03% Reduce -0.9% 13,247 $579K
Kingswood Wealth Advisors, LLC 0.05% Reduce -13.6% 13,213 $578K
Acropolis Investment Management, LLC 0.03% Reduce -3.9% 13,195 $577K
AlTi Global, Inc. 0.01% Add +3.5% 11,775 $573K
Orion Porfolio Solutions, LLC 0.01% Reduce -49.0% 12,997 $568K
Orion Portfolio Solutions, LLC 0.01% Reduce -49.0% 12,997 $568K
Trust Co. of Vermont 0.03% Add +0.1% 12,970 $567K
PFG Advisors 0.03% Reduce -0.4% 12,928 $565K
W Advisors, LLC 0.35% Add +12.9% 12,903 $564K
Harbor Investment Advisory, LLC 0.05% Reduce -0.8% 12,757 $557K
Ascension Capital Advisors, Inc. 0.25% No change 12,685 $554K
Pinnacle Bancorp, Inc. 0.18% Add +0.9% 12,633 $552K
Brand Asset Management Group, Inc. 0.23% No change 12,534 $548K
Silvercrest Asset Management Group LLC 0.00% Add +37.0% 12,519 $547K
Tran Capital Management, L.P. 0.07% No change 12,475 $545K
Donor Advised Charitable Giving, Inc. 0.02% Add +4.6% 12,434 $543K
Zions Bancorporation, National Association 0.03% — 12,300 $538K
Narwhal Capital Management 0.05% No change 12,250 $535K
Clarkston Capital Partners, LLC 0.01% No change 12,250 $535K
Parkside Financial Bank & Trust 0.07% Add +2.4% 12,190 $533K
Cooper/Haims Advisors, LLC 0.29% Reduce -11.6% 12,149 $531K
Foster Group, Inc. 0.02% Add +1.1% 12,135 $530K
Aerodigm Wealth, LLC 0.30% No change 12,117 $530K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.13% Reduce -17.9% 12,112 $529K
Hudson Portfolio Management LLC 0.51% Add +17.7% 12,080 $528K
Modern Wealth Management, LLC 0.02% New 12,021 $525K
American Investment Services, Inc. 0.09% Reduce -18.5% 11,986 $524K
1492 Capital Management LLC 0.28% Reduce -3.2% 11,938 $522K
Boltwood Capital Management 0.16% Add +4.9% 11,898 $520K
Ancora Advisors LLC 0.01% Add +1.3% 11,862 $518K
James Investment Research, Inc. 0.07% Add +10.6% 11,729 $513K
Foundations Investment Advisors, LLC 0.01% Reduce -2.7% 11,724 $512K
Element Wealth, LLC 0.27% No change 11,699 $511K
Catalyst Financial Partners LLC 0.09% Add +31.3% 11,657 $509K
Titleist Asset Management, LLC 0.06% No change 11,652 $509K
Sharkey, Howes & Javer 0.07% Reduce -14.8% 11,583 $506K
Nixon Peabody Trust Co. 0.04% Reduce -4.4% 11,550 $505K
Rebalance, LLC 0.04% No change 11,542 $504K
Waddell & Associates, LLC 0.06% Reduce -5.1% 11,466 $501K
Adell Harriman & Carpenter Inc. 0.04% Add +0.6% 11,463 $501K
Dohj, LLC 0.11% Reduce -1.8% 11,433 $500K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -4.7% 11,378 $497K
MFA Wealth Services 0.41% Reduce -20.6% 11,374 $497K
Burney Co./ 0.02% Reduce -2.2% 11,361 $496K
Noble Wealth Management PBC 0.33% Reduce -1.7% 11,159 $488K
Conservest Capital Advisors, Inc. 0.05% Reduce -0.9% 11,050 $483K
Wade Financial Advisory, Inc 0.16% Reduce -0.7% 11,010 $481K
North Star Investment Management Corp. 0.04% Reduce -12.7% 10,998 $481K
Westmount Partners, LLC 0.15% Add +0.1% 10,973 $480K
Diversified Portfolios, Inc. 0.05% Add +3.3% 10,971 $479K
BLKBRD Asset Management, LP 0.58% New 10,841 $474K
Horst & Graben Wealth Management LLC 0.08% New 10,770 $471K
Kagan Cocozza Asset Management 0.38% Reduce -0.2% 10,766 $470K
IHT Wealth Management, LLC 0.01% Reduce -51.3% 10,736 $469K
Prelude Capital Management, LLC 0.05% Reduce -80.0% 10,666 $466K
Canandaigua National Trust Co of Florida 0.41% Reduce -16.4% 10,569 $462K
SOA Wealth Advisors, LLC. 0.10% Reduce -0.1% 10,477 $458K
Sunflower Bank, N.A. 0.13% No change 10,417 $455K
Madden Advisory Services, Inc. 0.21% Add +7.2% 10,273 $449K
Kickstand Ventures, Llc. 0.12% New 10,252 $448K
Missouri Trust & Investment Co 0.16% Add +1.0% 10,208 $446K
Thrive Wealth Management, LLC 0.08% Reduce -35.7% 10,160 $444K
Horan Securities, Inc. 0.17% Reduce -10.1% 10,141 $443K
Elyxium Wealth, LLC 0.20% No change 10,128 $443K
Transcend Capital Advisors, LLC 0.03% Add +81.8% 10,120 $442K
Searle & Co. 0.13% No change 10,086 $441K
Lanark Financial, Inc. 0.04% — 10,069 $440K
LJI Wealth Management, LLC 0.09% Reduce -2.5% 10,067 $440K
CogentBlue Wealth Advisors, LLC 0.39% No change 10,066 $440K
Systematic Alpha Investments, LLC 0.02% No change 10,018 $438K
K.J. Harrison & Partners Inc 0.09% No change 10,000 $437K
Point72 Hong Kong Ltd 0.03% New 10,000 $437K
RBF Capital, LLC 0.03% Reduce -50.0% 10,000 $437K
Aptus Capital Advisors, LLC 0.00% Add +5.2% 9,963 $435K
Novak & Powell Financial Services, Inc. 0.27% Add +34.1% 8,992 $435K
Johnson Financial Group, Inc. 0.02% Add +1.9% 9,935 $434K
Wells Trecaso Financial Group, LLC 0.14% No change 9,885 $432K
Stordahl Capital Management, Inc. 0.10% Reduce -0.6% 9,850 $430K
Elevation Wealth Partners, LLC 0.19% Reduce -7.4% 9,831 $430K
Intellectus Partners, LLC 0.11% Add +5.7% 9,817 $429K
Powell Investment Advisors, LLC 0.21% Reduce -3.4% 9,790 $428K
TrinityBridge Ltd 0.01% No change 9,780 $427K
NorthRock Partners, LLC 0.01% Add +0.9% 9,748 $426K
Morton Capital Management LLC 0.08% Reduce -2.0% 9,741 $426K
Chesley Taft & Associates LLC 0.02% Reduce -7.5% 9,726 $425K
PFG Investments, LLC 0.03% Reduce -13.5% 9,714 $424K
Arkadios Wealth Advisors 0.02% Add +20.9% 9,675 $423K
Ameritas Advisory Services, LLC 0.02% Reduce -33.8% 10,002 $423K
Cornerstone Wealth Group, LLC 0.04% Add +0.1% 9,654 $422K
Shared Vision Wealth Group LLC 0.23% Add +34.0% 9,600 $420K
Keeley-Teton Advisors, LLC 0.05% No change 9,576 $418K
First Horizon Advisors, Inc. 0.01% Reduce -56.4% 9,533 $417K
Cercano Management LLC 0.01% No change 9,500 $415K
Rainier Family Wealth Inc. 0.49% No change 9,495 $415K
Hills Bank & Trust Co 0.03% No change 9,488 $415K
Adero Partners, LLC 0.03% No change 9,449 $413K
Fort Washington Investment Advisors Inc. 0.00% Reduce -21.5% 9,429 $412K
Easterly Investment Partners LLC 0.03% Reduce -33.3% 9,408 $411K
Coastline Trust Co 0.05% Add +2.7% 9,382 $410K
Coastwise Capital Group, LLC 0.34% Reduce -12.7% 9,346 $408K
BlueChip Wealth Advisors LLC 0.20% New 9,336 $408K
Aua Capital Management, LLC 0.27% No change 9,321 $407K
Assetmark, Inc. 0.00% Add +17.0% 9,232 $403K
Private Wealth Advisors, LLC 0.17% Reduce -3.8% 9,223 $403K
Winthrop Capital Management, LLC 0.11% No change 9,216 $403K
Braun-Bostich & Associates Inc. 0.30% New 9,189 $402K
Sightline Wealth Advisors, LLC 0.21% Add +0.1% 9,113 $398K
Saxon Interests, Inc. 0.19% Reduce -2.0% 9,104 $398K
Beacon Financial Group 0.04% New 9,076 $397K
FourThought Financial Partners, LLC 0.04% Add +4.7% 9,014 $394K
Inscription Capital, LLC 0.06% — 9,545 $392K
Rik Saylor Financial, Inc. 0.34% Reduce -2.5% 8,962 $392K
Argent Advisors, Inc. 0.13% New 8,950 $391K
White Pine Capital LLC 0.14% Add +9.0% 8,941 $391K
Seven Mile Advisory 0.26% No change 8,939 $391K
Diversified Trust Co. 0.01% Reduce -21.0% 8,916 $390K
Gilliland Jeter Wealth Management LLC 0.14% Add +2.4% 8,910 $389K
Chapin Davis, Inc. 0.13% Reduce -13.8% 8,894 $389K
Eagle Rock Investment Company, LLC 0.07% Reduce -1.3% 8,882 $388K
JDM Financial Group LLC 0.20% Reduce -17.9% 8,824 $386K
TAGStone Capital, Inc. 0.19% Add +11.3% 8,783 $384K
Lane & Associates LLC 0.21% Add +5.5% 8,782 $384K
Federated Hermes, Inc. 0.00% No change 8,777 $384K
Empower Advisory Group, LLC 0.00% Add +4.3% 8,751 $382K
Act Wealth Management, LLC 0.17% Add +1.4% 8,685 $380K
Collective Family Office LLC 0.10% No change 8,669 $379K
Sage Capital Advisors,llc 0.10% Add +43.9% 8,657 $378K
Vawter Financial, Ltd. 0.21% No change 8,604 $376K
Trust Co. of Oklahoma 0.13% No change 8,600 $376K
Aegis Wealth Management LLC 0.22% Add +68.7% 8,593 $376K
Affinity Capital Advisors, LLC 0.07% Reduce -5.0% 8,927 $373K
New Hampshire Trust 0.09% No change 8,526 $373K
Summit Financial Strategies, Inc. 0.04% No change 8,516 $372K
Betterment LLC 0.00% Add +16.0% 8,504 $372K
Moss Adams Wealth Advisors LLC 0.04% No change 8,512 $372K
Key Financial Inc 0.08% No change 8,470 $370K
Prime Capital Investment Advisors, LLC 0.00% Add +2.3% 8,453 $369K
180 Wealth Advisors, LLC 0.06% No change 8,444 $369K
Harbor Group, Inc. 0.07% Reduce -12.5% 8,430 $368K
Bedel Financial Consulting, Inc. 0.05% No change 8,153 $368K
Pandora Wealth, Inc. 0.24% — 8,351 $365K
JARISLOWSKY, FRASER Ltd 0.00% No change 8,341 $365K
Monetary Management Group Inc. 0.10% No change 8,340 $364K
Courage Miller Partners, LLC 0.12% Reduce -1.2% 8,267 $361K
Ironwood Financial, llc 0.08% Reduce -0.8% 8,259 $361K
HM Payson & Co. 0.01% Reduce -2.7% 8,255 $361K
Cary Street Partners Financial LLC 0.01% Add +0.2% 8,247 $360K
Toronto Dominion Bank 0.00% Add +38.0% 8,245 $360K
Global Assets Advisory, LLC 0.07% New 8,741 $360K
Security Financial Services, INC. 0.07% Reduce -10.4% 8,228 $360K
Proffitt & Goodson Inc. 0.06% No change 8,197 $358K
Sax Wealth Advisors, LLC 0.03% Reduce -10.1% 8,163 $357K
Maryland Capital Advisors Inc. 0.16% Reduce -1.1% 8,108 $354K
Indiana Trust & Investment Management Co 0.13% Reduce -1.3% 8,081 $353K
Sigma Investment Counselors Inc. 0.02% Reduce -3.3% 8,034 $351K
Savvy Advisors, Inc. 0.04% Reduce -36.6% 8,019 $350K
LMG Wealth Partners, LLC 0.08% No change 7,996 $349K
Argyle Capital Partners, LLC 0.30% Add +9.0% 7,892 $345K
First National Bank Sioux Falls 0.14% No change 7,839 $343K
Gibson Capital, LLC 0.07% No change 7,820 $342K
O'ROURKE & COMPANY, Inc 0.17% Reduce -2.0% 7,799 $341K
Brown Brothers Harriman & Co. 0.00% No change 7,688 $336K
Luts & Greenleigh Group, Inc. 0.33% No change 7,645 $334K
Optimum Investment Advisors 0.16% Add +1.6% 7,612 $333K
Intrua Financial, LLC 0.05% Reduce -17.3% 7,594 $332K
Avior Wealth Management, LLC 0.01% Add +1.8% 7,589 $332K
First National Bank of Omaha 0.02% No change 7,570 $331K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -8.1% 7,528 $329K
Hardin Capital Partners, LLC 0.20% Reduce -3.0% 7,495 $328K
Common Fund for Nonprofit Organizations 0.04% Reduce -4.5% 7,453 $326K
Wernau Asset Management Inc. 0.34% Reduce -14.7% 7,440 $325K
Marathon Trading Investment Management LLC 0.18% New 7,425 $324K
Mirabella Financial Services LLP 0.01% New 8,000 $323K
Triangle Securities Wealth Management 0.08% No change 7,392 $323K
Murphy, Middleton, Hinkle & Parker, Inc. 0.18% No change 7,379 $322K
Alexander Randolph Advisory, Inc. 0.32% Reduce -26.0% 7,366 $322K
Snowden Capital Advisors LLC 0.01% Reduce -1.6% 7,362 $322K
Matrix Private Capital Group LLC 0.19% No change 7,324 $320K
Windsor Capital Management, LLC 0.10% Reduce -8.6% 7,319 $320K
Aspen Capital Management, LLC 0.10% — 7,314 $320K
Chemistry Wealth Management LLC 0.07% No change 7,279 $318K
Trivium Point Advisory, LLC 0.04% No change 7,279 $318K
MMBG Investment Advisors Co. 0.04% Reduce -51.5% 7,275 $318K
Lifeworks Advisors, LLC 0.05% New 7,266 $318K
Fairway Wealth LLC 0.12% Add +2941.8% 208,092 $316K
Larson Financial Group LLC 0.01% Reduce -20.0% 7,227 $316K
Perennial Investment Advisors, LLC 0.04% Reduce -7.6% 7,217 $315K
Wealth Forward, LLC 0.22% No change 7,214 $315K
SOL Capital Management CO 0.03% Reduce -1.8% 7,200 $315K
Mgo One Seven LLC 0.01% Reduce -45.2% 7,207 $315K
Tsfg, LLC 0.06% No change 7,131 $312K
Ami Investment Management Inc. 0.10% No change 7,116 $311K
Capital Advisors, Ltd. LLC 0.04% No change 7,069 $309K
Empirical Asset Management, LLC 0.10% Reduce -6.5% 7,049 $308K
SlateStone Wealth, LLC 0.03% No change 7,041 $308K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.1% 6,995 $305K
Frederick Financial Consultants, LLC 0.22% Reduce -5.7% 6,944 $303K
Toth Financial Advisory Corp. 0.04% Reduce -33.2% 6,862 $300K
Prosperity Consulting Group, LLC 0.02% No change 6,848 $299K
Thornburg Investment Management Inc. 0.00% Reduce -81.2% 6,842 $299K
Brookstone Capital Management 0.00% Add +3.8% 6,827 $298K
Cornerstone Wealth Advisors, Inc. 0.08% Reduce -2.3% 6,820 $298K
Palumbo Wealth Management LLC 0.10% Reduce -0.0% 6,809 $298K
Stephenson & Company, Inc. 0.19% No change 6,794 $297K
Hurley Capital, LLC 0.23% Reduce -11.5% 6,790 $297K
Jeppson Wealth Management, LLC 0.11% Reduce -2.6% 6,765 $296K
Aprio Wealth Management, LLC 0.04% Add +26.8% 6,750 $295K
Waterway Wealth Management, LLC 0.12% Reduce -13.3% 6,746 $295K
Flputnam Investment Management Co. 0.01% Reduce -4.7% 6,733 $294K
Cypress Wealth Services, LLC 0.06% New 6,717 $294K
Nwam LLC 0.03% Reduce -71.6% 6,710 $293K
JTC Employer Solutions Trustee Ltd 0.02% No change 6,718 $293K
Tranquilli Financial Advisor LLC 0.19% Add +39.0% 6,701 $293K
KM Capital Management Ltd. 0.16% Reduce -58.2% 6,671 $292K
Archford Capital Strategies, LLC 0.04% No change 6,654 $291K
Cape Cod Five Cents Savings Bank 0.03% No change 6,330 $290K
LCNB Corp. 0.11% Add +15.7% 6,632 $290K
Courier Capital LLC 0.02% Add +7.3% 6,599 $288K
GW&K Investment Management, LLC 0.00% No change 6,598 $288K
CGC Financial Services, LLC 0.11% No change 6,582 $288K
Idaho Trust Co 0.12% Reduce -10.8% 6,552 $286K
Smith & Howard Wealth Management, LLC 0.08% Add +32.4% 6,538 $286K
Sunpointe, LLC 0.15% No change 6,461 $282K
Kingsview Wealth Management, LLC 0.01% Reduce -7.6% 6,454 $282K
Northwest Capital Management Inc 0.12% Add +25.3% 6,439 $281K
BlackDiamond Wealth Management, LLC 0.19% Add +17.7% 6,251 $281K
Oarsman Capital, Inc. 0.05% Reduce -5.5% 6,407 $280K
Topel & Distasi Wealth Management, LLC 0.13% Reduce -72.7% 6,312 $276K
Atlantic Edge Private Wealth Management, LLC 0.08% Reduce -18.4% 6,310 $276K
Retirement Planning Co of New England, Inc. 0.14% Reduce -0.6% 6,300 $275K
Private Trust Co. NA 0.03% Reduce -29.9% 6,300 $275K
Forum Private Client Group LLC 0.12% Reduce -7.3% 6,289 $275K
Sage Rhino Capital LLC 0.06% No change 6,288 $275K
Parthenon LLC 0.03% No change 6,276 $274K
Aspen Grove Capital, LLC 0.05% Reduce -61.6% 6,254 $273K
WASHINGTON TRUST Co 0.01% No change 6,249 $273K
Dearborn Partners LLC 0.01% No change 6,233 $272K
Wealth Dimensions Group, Ltd. 0.06% No change 6,223 $272K
Vermillion Wealth Management, Inc. 0.08% No change 6,183 $270K
Beacon Bank & Trust 0.07% Reduce -3.4% 6,176 $270K
Sage Financial Management Group, Inc. 0.10% No change 6,162 $269K
Wealth Preservation Advisors, LLC 0.19% — 6,126 $268K
Pennington Partners & Co., LLC 0.15% Reduce -1.6% 6,078 $266K
Keebeck Wealth Management 0.04% Add +23.0% 6,073 $265K
Park Edge Advisors, LLC 0.07% Reduce -8.6% 6,071 $265K
First Bancorp, Inc 0.17% No change 6,034 $264K
Hoey Investments, Inc. 0.05% Reduce -22.0% 6,032 $264K
17 Capital Partners, LLC 0.17% Add +3.4% 6,028 $263K
Rothschild Investment LLC 0.02% No change 6,009 $263K
Douglass Winthrop Advisors, LLC 0.01% No change 6,000 $262K
Angeles Wealth Management, LLC 0.02% No change 5,992 $262K
Sandy Spring Bank 0.01% No change 5,987 $262K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -3.2% 5,966 $261K
Nomura Asset Management Co. Ltd. 0.00% New 5,950 $260K
LM Advisors LLC 0.05% Reduce -1.2% 5,940 $260K
Genus Capital Management Inc. 0.04% — 5,948 $260K
Ameriflex Group, Inc. 0.11% Add +118.9% 5,920 $259K
GHP Investment Advisors, Inc. 0.01% No change 5,904 $258K
Breed's Hill Capital LLC 0.14% No change 5,890 $257K
Harbour Capital Advisors, LLC 0.06% Add +23.8% 5,984 $257K
Peak Asset Management, LLC 0.05% No change 5,865 $256K
CVA Family Office, LLC 0.04% No change 5,813 $254K
Peterson Wealth Advisors, LLC 0.05% No change 6,490 $254K
Bordeaux Wealth Advisors LLC 0.05% No change 5,799 $253K
Tradition Wealth Management, LLC 0.02% No change 5,791 $253K
Canal Capital Management, LLC 0.04% Add +3.3% 5,773 $252K
Griffin Asset Management, Inc. 0.03% Reduce -0.2% 5,713 $250K
Sage Mountain Advisors LLC 0.02% Reduce -8.5% 5,677 $248K
1900 Wealth Management LLC 0.02% Reduce -13.7% 5,676 $248K
Frisch Financial Group, Inc. 0.07% Reduce -11.3% 5,671 $248K
International Assets Investment Management, LLC 0.02% Reduce -13.4% 5,619 $246K
Lowe Brockenbrough & Co. Inc. 0.02% No change 5,609 $245K
Well Done, LLC 0.04% Reduce -13.9% 5,850 $245K
O'shaughnessy Asset Management, LLC 0.00% Add +41.6% 5,579 $244K
Capital Square, LLC 0.14% New 5,574 $244K
Sentry LLC 0.05% New 5,564 $243K
Noble Family Wealth, LLC 0.07% No change 5,500 $240K
SageView Advisory Group, LLC 0.01% New 5,489 $240K
Walkner Condon Financial Advisors LLC 0.05% Add +2.6% 5,473 $239K
Evernest Financial Advisors, LLC 0.09% Reduce -7.8% 5,460 $239K
Live Oak Private Wealth LLC 0.04% Reduce -12.9% 5,453 $238K
FDx Advisors, Inc. 0.08% Add +5.1% 5,457 $238K
Kanawha Capital Management LLC 0.02% Reduce -0.9% 5,439 $238K
HCR Wealth Advisors 0.03% Reduce -2.1% 5,431 $237K
Compound Planning, Inc. 0.01% New 5,431 $237K
AdvisorNet Financial, Inc 0.02% Add +7.6% 5,428 $237K
Stillwater Capital Advisors, LLC 0.03% Reduce -8.7% 5,418 $237K
Kraematon Investment Advisors, Inc. 0.24% No change 5,366 $234K
Partners in Financial Planning 0.05% No change 5,345 $234K
SPC Financial, Inc. 0.02% New 5,300 $232K
Aveo Capital Partners, LLC 0.04% Reduce -89.8% 5,172 $231K
Nicolet Advisory Services, LLC 0.02% Add +1.7% 5,672 $230K
Acorn Financial Advisory Services Inc. 0.04% No change 5,196 $227K
Pettinga Financial Advisors LLC 0.05% New 5,188 $227K
Alpha Omega Wealth Management LLC 0.04% No change 5,184 $227K
Koshinski Asset Management, Inc. 0.02% Reduce -1.9% 5,179 $226K
Clark Asset Management, LLC 0.04% Reduce -17.9% 5,174 $226K
Gallacher Capital Management LLC 0.11% Reduce -35.6% 5,151 $225K
Sagespring Wealth Partners, LLC 0.01% Reduce -75.3% 5,143 $225K
Dentgroup LLC 0.17% New 5,141 $225K
PBMares Wealth Management LLC 0.04% Reduce -15.4% 5,138 $225K
Charles Schwab Trust Co 0.02% No change 5,127 $224K
Valtinson Bruner Financial Planning LLC 0.08% Reduce -5.5% 5,111 $223K
1834 Investment Advisors Co. 0.03% No change 5,100 $223K
Transcendent Capital Group LLC 0.12% Reduce -0.4% 5,073 $222K
Private Wealth Management Group, LLC 0.08% No change 5,062 $221K
Quadrant Private Wealth Management, LLC 0.05% New 5,033 $220K
Caprock Group, LLC 0.01% Reduce -28.6% 5,019 $219K
Main Management LLC 0.02% No change 5,000 $219K
Claro Advisors Inc. 0.03% New 4,992 $218K
Truefg, LLC 0.07% No change 4,987 $218K
Global Strategic Investment Solutions, LLC 0.03% No change 4,972 $217K
Old Second National Bank of Aurora 0.05% No change 4,969 $217K
Waterford Advisors, LLC 0.09% No change 4,967 $217K
UMB Bank, n.a. 0.00% Reduce -3.1% 4,964 $217K
Private Wealth Group, LLC 0.13% Reduce -73.3% 4,960 $217K
Gill Capital Partners, LLC 0.07% No change 4,954 $217K
DSG Capital Advisors, LLC 0.04% No change 4,947 $216K
Note Advisors, LLC 0.18% Reduce -1.2% 4,945 $216K
Centaurus Financial, Inc. 0.01% Reduce -1.0% 4,954 $216K
Union Savings Bank 0.11% No change 4,942 $216K
Focus Financial Network, Inc. 0.01% Reduce -8.6% 4,930 $215K
Thomasville National Bank 0.02% Reduce -6.0% 4,891 $214K
Victory Financial Group, LLC 0.04% Reduce -14.3% 4,891 $214K
Marion Wealth Management 0.06% No change 4,877 $213K
Horan Capital Advisors, LLC. 0.07% New 4,875 $213K
North Berkeley Wealth Management, LLC 0.22% Reduce -7.7% 4,848 $212K
Investment Advisory Group, LLC 0.07% Reduce -0.4% 4,839 $211K
Cabana LLC 1.31% New 4,829 $211K
Pinnacle Associates Ltd. 0.00% Reduce -85.7% 4,825 $211K
Concord Wealth Partners 0.03% Reduce -7.4% 4,816 $210K
Corundum Trust Company, INC 0.61% No change 4,810 $210K
Greenwich Wealth Management LLC 0.02% No change 4,800 $210K
Atwood & Palmer Inc. 0.01% Reduce -5.9% 4,790 $209K
Ascentis Independent Advisors 0.04% Reduce -4.5% 4,745 $207K
Financial Advisory Corp 0.03% New 4,734 $207K
Turn8 Private Wealth Inc. 0.16% New 4,700 $205K
Hedges Asset Management LLC 0.13% New 4,700 $205K
Macroview Investment Management LLC 0.19% Reduce -38.7% 4,700 $205K
SkyOak Wealth, LLC 0.04% New 4,680 $205K
Up Strategic Wealth Investment Advisors LLC 0.18% New 4,678 $204K
Edgestream Partners, L.P. 0.01% New 4,672 $204K
SeaCrest Wealth Management, LLC 0.02% New 4,669 $204K
QRG Capital Management, Inc. 0.00% Reduce -4.9% 4,660 $204K
Fullcircle Wealth LLC 0.08% Reduce -12.7% 4,653 $203K
Moors & Cabot, Inc. 0.01% Reduce -9.8% 4,600 $201K
EverSource Wealth Advisors, LLC 0.01% Reduce -37.5% 4,529 $198K
Sachetta, LLC 0.08% Reduce -2.2% 4,503 $197K
Pittenger & Anderson Inc. 0.01% New 4,500 $197K
Minot DeBlois Advisors LLC 0.20% No change 4,480 $196K
Jackson Hole Capital Partners, LLC 0.04% No change 4,392 $192K
CoreCap Advisors, LLC 0.01% Add +58.3% 4,242 $185K
Cordant, Inc. 0.10% No change 4,199 $183K
Redwood Park Advisors LLC 0.15% Add +94.4% 4,147 $181K
Friedenthal Financial 0.11% Add +2.4% 4,092 $179K
CX Institutional 0.01% New 4,071 $178K
Ramirez Asset Management, Inc. 0.04% Reduce -94.0% 4,067 $178K
Centricity Wealth Management, LLC 0.16% Add +18.0% 3,996 $175K
Proathlete Wealth Management LLC 0.06% New 3,959 $173K
New Republic Capital, LLC 0.07% No change 3,925 $172K
Clearstead Trust, LLC 0.04% No change 3,830 $167K
Quadrant Capital Group LLC 0.01% Reduce -6.1% 3,829 $167K
Generali Investments CEE, investicni spolecnost, a.s. 0.02% No change 3,740 $163K
MCF Advisors LLC 0.01% No change 3,740 $163K
Banque Cantonale Vaudoise 0.01% — 3,656 $160K
Breakwater Investment Management 0.07% No change 3,601 $157K
Physician Wealth Advisors, Inc. 0.03% Reduce -39.7% 3,587 $157K
Evelyn Partners Investment Management LLP 0.01% No change 3,550 $155K
Tower Research Capital LLC (TRC) 0.00% Reduce -70.8% 3,525 $153K
Ritter Daniher Financial Advisory LLC / DE 0.04% No change 3,470 $152K
American National Bank & Trust 0.02% Add +329.6% 3,437 $150K
SouthState Bank Corp 0.01% New 3,266 $143K
Eastern Bank 0.00% Reduce -34.0% 3,243 $142K
Murphy & Mullick Capital Management Corp 0.14% Reduce -5.8% 3,234 $141K
AlphaCore Capital LLC 0.01% New 3,188 $139K
Mascoma Wealth Management LLC 0.03% Add +18.4% 3,107 $136K
Oxford Financial Group, LTD. LLC 0.01% Reduce -25.3% 3,085 $135K
MRP Capital Investments, LLC 0.12% New 3,000 $131K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% No change 2,950 $129K
Garde Capital, Inc. 0.01% Reduce -6.1% 2,916 $127K
Thompson Investment Management, Inc. 0.02% No change 2,820 $123K
PrairieView Partners, LLC 0.01% No change 2,830 $123K
Robinswood Financial LLC 0.05% No change 2,802 $122K
1620 Investment Advisors, Inc. 0.09% No change 2,720 $119K
Bristlecone Advisors, LLC 0.01% No change 2,720 $119K
Cherry Tree Wealth Management, LLC 0.03% No change 2,689 $118K
Hazlett, Burt & Watson, Inc. 0.05% No change 2,712 $117K
Topsail Wealth Management, LLC 0.02% No change 2,652 $116K
Lowe Wealth Advisors, LLC 0.05% Reduce -0.9% 2,640 $115K
EPG Wealth Management LLC 0.03% No change 2,619 $114K
Joseph Group Capital Management 0.04% Reduce -0.6% 2,579 $113K
First United Bank & Trust 0.04% Reduce -18.3% 2,515 $110K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 2,303 $101K
Ameliora Wealth Management Ltd. 0.04% No change 2,256 $99K
Coston, McIsaac & Partners 0.03% No change 2,257 $98K
City State Bank 0.03% Reduce -4.3% 2,230 $97K
FAS Wealth Partners, Inc. 0.01% Reduce -8.3% 2,225 $97K
Pin Oak Investment Advisors Inc. 0.07% No change 2,191 $92K
Cape Investment Advisory, Inc. 0.04% No change 2,099 $92K
Capital Analysts, LLC 0.00% Add +111.5% 2,090 $91K
Asset Dedication, LLC 0.01% No change 2,076 $91K
Curat Global, LLC 0.11% — 2,072 $91K
MJT & Associates Financial Advisory Group, Inc. 0.09% — 2,028 $89K
Caldwell Trust Co 0.01% No change 1,910 $83K
Bangor Savings Bank 0.01% No change 1,868 $82K
WealthCollab, LLC 0.05% No change 1,840 $80K
CENTRAL TRUST Co 0.00% No change 1,749 $76K
2UniFi Bank 0.05% No change 1,717 $74K
LRI Investments, LLC 0.01% No change 1,638 $72K
Rosenberg Matthew Hamilton 0.02% No change 1,608 $70K
Copia Wealth Management 0.06% Add +99.6% 1,585 $69K
Resources Management Corp. /CT/ 0.01% Reduce -66.5% 1,584 $69K
GAMMA Investing LLC 0.01% No change 1,532 $67K
Bfsg, LLC 0.01% No change 1,516 $66K
Blume Capital Management, Inc. 0.01% No change 1,500 $66K
FSA Wealth Management LLC 0.03% Reduce -43.9% 1,478 $65K
Hanson & Doremus Investment Management 0.01% Add +220.8% 1,453 $63K
West Financial Advisors, LLC 0.01% Reduce -40.2% 1,418 $62K
Elequin Capital, LP 0.02% Add +112.6% 1,401 $61K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +7.0% 1,384 $60K
Rialto Wealth Management, LLC 0.02% No change 1,364 $60K
ORG Partners LLC 0.02% Reduce -35.5% 1,357 $59K
Founders Financial Alliance, LLC 0.01% No change 1,325 $58K
Caldwell Sutter Capital, Inc. 0.03% No change 1,286 $56K
Tidemark, LLC 0.02% No change 1,259 $55K
Lindbrook Capital, LLC 0.01% No change 1,255 $55K
Capital Investment Advisory Services, LLC 0.00% Reduce -17.8% 1,238 $54K
CarsonAllaria Wealth Management, Ltd. 0.03% Add +0.3% 1,224 $54K
Runnymede Capital Advisors, Inc. 0.05% No change 1,217 $53K
Armor Investment Advisors, LLC 0.02% Reduce -11.5% 1,150 $50K
Raffa Wealth Management, LLC 0.01% No change 1,146 $50K
North Capital, Inc. 0.05% — 1,095 $48K
Evermay Wealth Management LLC 0.01% Reduce -8.7% 1,067 $47K
BOK Financial Private Wealth, Inc. 0.00% No change 1,053 $46K
JNBA Financial Advisors 0.00% Reduce -34.1% 1,039 $45K
Financial Gravity Asset Management, Inc. 0.01% — 1,000 $44K
Sound Income Strategies, LLC 0.00% No change 952 $42K
Smallwood Wealth Investment Management, LLC 0.03% New 937 $41K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -10.8% 937 $40K
First PREMIER Bank 0.01% No change 900 $39K
Turim 21 Investimentos Ltda. 0.01% No change 890 $39K
Compass Planning Associates Inc 0.04% No change 854 $37K
McIlrath & Eck, LLC 0.00% No change 842 $37K
Peterson Wealth Services 0.01% No change 825 $36K
Teachers Insurance & Annuity Association of America 0.05% No change 810 $35K
Dunhill Financial, LLC 0.02% Add +589.6% 931 $35K
Pacific Center for Financial Services 0.01% No change 789 $34K
Duncker Streett & Co. Inc. 0.01% No change 785 $34K
Gen-Wealth Partners Inc 0.01% Add +0.7% 769 $34K
Centennial Bank 0.02% Reduce -30.2% 765 $33K
Navigoe, LLC 0.03% No change 732 $31K
Financial Perspectives, Inc 0.01% No change 700 $31K
Cary Street Partners Investment Advisory LLC 0.02% Add +19.2% 688 $30K
BTG Pactual Asset Management US LLC 0.00% Add +29.7% 682 $30K
Pillar Financial Advisors, LLC 0.02% No change 673 $29K
Nordwand Advisors, LLC 0.01% No change 669 $29K
St Germain D J Co. Inc. 0.00% Reduce -21.6% 667 $29K
Center for Financial Planning, Inc. 0.00% No change 663 $29K
Arax Advisory Partners 0.00% New 624 $27K
Creative Capital Management Investments LLC 0.01% Reduce -33.3% 600 $26K
Fairscale Capital, LLC 0.02% No change 590 $26K
LGT Financial Advisors LLC 0.08% Add +51.2% 579 $25K
Anchor Investment Management, LLC 0.00% No change 571 $25K
Financial Freedom, LLC 0.01% No change 566 $25K
Front Row Advisors LLC 0.01% No change 540 $24K
Ssa Swiss Advisors AG 0.01% — 520 $23K
Covenant Partners, LLC 0.01% Reduce -47.3% 516 $23K
Creekmur Asset Management LLC 0.00% No change 506 $22K
South Plains Financial, Inc. 0.02% Add +196.5% 504 $22K
Gables Capital Management Inc. 0.01% No change 500 $22K
Biltmore Family Office, LLC 0.00% No change 500 $22K
Global Trust Asset Management, LLC 0.01% Reduce -97.4% 496 $22K
FSC Wealth Advisors, LLC 0.01% No change 473 $21K
Stonebridge Financial Group, LLC 0.00% Reduce -78.2% 454 $20K
WFA Asset Management Corp 0.01% New 475 $20K
CNB Bank 0.01% No change 432 $19K
Brown, Lisle/Cummings, Inc. 0.01% No change 425 $19K
Wolff Wiese Magana LLC 0.01% No change 420 $18K
Register Financial Advisors LLC 0.01% Reduce -26.5% 416 $18K
Studio Investment Management LLC 0.00% No change 400 $17K
Abound Wealth Management 0.01% Reduce -37.0% 398 $17K
Continuum Advisory, LLC 0.00% No change 396 $17K
Stone House Investment Management, LLC 0.00% New 394 $17K
Foster Dykema Cabot & Partners, LLC 0.00% No change 392 $17K
Luminist Capital LLC 0.02% Reduce -44.0% 380 $17K
Avion Wealth 0.00% No change 385 $16K
Golden State Wealth Management, LLC 0.00% No change 352 $15K
Beaird Harris Wealth Management, LLC 0.00% No change 350 $15K
Templeton & Phillips Capital Management, LLC 0.01% No change 343 $15K
Adirondack Trust Co. 0.01% No change 340 $15K
Motco 0.00% No change 334 $15K
Longview Financial Advisors LLC 0.01% No change 331 $14K
DiNuzzo Private Wealth, Inc. 0.00% No change 326 $14K
AE Wealth Management LLC 0.00% Reduce -61.8% 316 $14K
Accredited Wealth Management, LLC 0.01% No change 307 $13K
Mechanics Financial Corp 0.01% No change 305 $13K
one8zero8, LLC 0.00% Reduce -18.5% 300 $13K
Arcadia Investment Management Corp. 0.00% No change 300 $13K
Laurel Wealth Advisors LLC 0.00% No change 300 $13K
Alpine Bank Wealth Management 0.00% — 300 $13K
Ameritas Investment Partners, Inc. 0.00% Reduce -68.8% 300 $13K
McClarren Financial Advisors, Inc. 0.01% New 251 $13K
Olde Wealth Management, LLC 0.00% New 281 $12K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -0.7% 274 $12K
Highline Wealth Partners LLC 0.00% No change 272 $12K
Strategic Investment Solutions, Inc. 0.00% No change 264 $12K
Creative Financial Designs Inc. 0.00% Add +11.8% 255 $11K
Kiker Wealth Management, LLC 0.01% No change 252 $11K
Westside Investment Management, Inc. 0.00% No change 245 $11K
Bogart Wealth, LLC 0.00% Add +1.3% 241 $11K
Millstone Evans Group, LLC 0.01% New 231 $10K
Fairman Group, LLC 0.01% No change 237 $10K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 225 $10K
GeoWealth Management, LLC 0.00% Add +121.8% 224 $10K
Pacifica Partners Inc. 0.00% New 213 $9K
PSI Advisors, LLC 0.00% No change 194 $8K
Morling Financial Advisors, LLC 0.00% No change 186 $8K
High Note Wealth, LLC 0.00% No change 168 $7K
Archer Investment Corp 0.00% No change 165 $7K
West Paces Advisors Inc. 0.00% No change 165 $7K
DHJJ Financial Advisors, Ltd. 0.00% No change 158 $7K
Pension & Wealth Management Advisors, Inc. 0.00% New 158 $7K
Russell Investments Group, Ltd. 0.00% Add +0.7% 155 $7K
MTM Investment Management, LLC 0.00% No change 150 $7K
SIMA Wealth Partners, LLC 0.01% No change 150 $7K
Horizon Investments, LLC 0.00% Add +25.6% 147 $6K
Washington Growth Strategies LLC 5.70% — 44 $6K
Capital A Wealth Management, LLC 0.01% No change 145 $6K
Granite FO LLC 0.00% No change 138 $6K
American Capital Advisory, LLC 0.00% No change 126 $6K
ESL Trust Services, LLC 0.00% No change 125 $5K
Signature Resources Capital Management, LLC 0.00% No change 125 $5K
Cheviot Value Management, LLC 0.00% New 120 $5K
Ballast Advisors LLC 0.00% No change 119 $5K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -59.7% 110 $5K
Investors Research Corp 0.00% No change 110 $5K
DB Fitzpatrick & Co, Inc 0.00% No change 101 $4K
Legacy Bridge, LLC 0.00% No change 100 $4K
Versant Capital Management, Inc 0.00% No change 99 $4K
IMG Wealth Management, Inc. 0.00% No change 92 $4K
Insight Inv LLC 0.00% No change 90 $4K
Greykasell Wealth Strategies, Inc. 0.00% New 90 $4K
Battery Global Advisors, LLC 0.00% No change 81 $4K
Ironwood Wealth Management, LLC. 0.00% No change 80 $3K
CSS LLC 0.00% New 78 $3K
Horrell Capital Management, Inc. 0.00% No change 75 $3K
Hollencrest Capital Management 0.00% No change 71 $3K
Comprehensive Financial Planning, Inc. 0.00% Reduce -1.6% 60 $3K
Winch Advisory Services, LLC 0.00% No change 57 $3K
Harris Associates (Oakmark Funds) 0.00% No change 51 $2K
Compass Financial Services Inc 0.00% No change 50 $2K
Howe & Rusling Inc. 0.00% New 50 $2K
Islay Capital Management, LLC 0.00% No change 42 $2K
Dagco, Inc. 0.00% New 41 $2K
SYM FINANCIAL Corp 0.00% New 41 $2K
HHM Wealth Advisors, LLC 0.00% No change 36 $2K
Gleason Group, Inc. 0.00% No change 32 $1K
Gould Capital, LLC 0.00% No change 28 $1K
GoalVest Advisory LLC 0.00% Reduce -99.9% 26 $1K
Addison Advisors LLC 0.00% Add +46.7% 22 $962
Hager Investment Management Services, LLC 0.00% Reduce -36.4% 21 $918
Beacon Capital Management, LLC 0.00% No change 21 $918
Nemes Rush Group LLC 0.00% No change 20 $874
Integrity Financial Corp 0.00% No change 18 $787
GPS Wealth Strategies Group, LLC 0.00% New 18 $787
Financial Management Professionals, Inc. 0.00% No change 17 $743
Country Trust Bank 0.00% No change 16 $699
TD Capital Management LLC 0.00% No change 10 $437
PayPay Securities Corp 0.02% Reduce -12.5% 7 $338
Darwin Wealth Management, LLC 0.00% No change 8 $336
Mondrian Investment Partners LTD 0.00% New 7 $310
Innovative Advisory Group, LLC 0.00% No change 6 $262
Cooksen Wealth, LLC 0.00% New 4 $164
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $44

"% of holder's portfolio" is EEM's weight in each manager's 13F, not the share of iShares MSCI Emerging Market the manager owns.