iShares MSCI Emerging MarketEEMETF

13F holders, Q2 2025 (June 30)
1,357holders +45
131new positions
81sold out
7famous investors
$48.75avg. 13F price*

At the end of Q2 2025, 1,357 institutions reported holding iShares MSCI Emerging Market (EEM) in their 13F filings, up 45 from Q1 2025. 131 opened new positions and 81 sold out. The largest holders were Morgan Stanley ($1.3B), Bank of America Corp. ($1.3B) and BlackRock, Inc. ($754.6M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions131$808.9M
Exits81$715.9M

All 13F filers, Q1 2025 → Q2 2025: 49,170,288 shares bought and 44,013,183 shares sold, net +5,157,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,357 holders

Morgan Stanley 0.09% Reduce -13.7% 27,012,679 $1.3B
Bank of America Corp. 0.10% Add +7.6% 26,934,327 $1.3B
BlackRock, Inc. 0.01% Reduce -2.0% 15,643,616 $754.6M
Goldman Sachs Group Inc. 0.10% Add +17.9% 13,328,143 $642.9M
JPMorgan Chase & Co. 0.04% Add +11.7% 12,043,203 $581.0M
Jane Street Group, LLC 0.88% Add +62.7% 11,168,241 $538.8M
Wells Fargo & Company 0.12% Reduce -0.2% 10,949,661 $528.2M
Retirement Systems of Alabama 1.58% No change 9,142,425 $441.0M
UBS Group AG 0.09% Reduce -10.9% 8,850,986 $427.0M
Citigroup Inc. 0.27% Add +38.5% 7,967,214 $384.3M
PNC Financial Services Group, Inc. 0.14% Reduce -4.4% 4,634,490 $223.6M
Banco Bilbao Vizcaya Argentaria, S.A. 2.02% Add +212.1% 4,634,821 $223.1M
Royal Bank of Canada 0.04% Add +58.0% 4,408,905 $212.7M
BNP Paribas Financial Markets 0.16% Reduce -12.2% 4,073,547 $196.5M
Bank of Montreal 0.09% Add +9.5% 3,720,173 $179.5M
Gemsstock Ltd. 31.83% New 81,522 $178.5M
Bank of New York Mellon Corp 0.03% Add +5.7% 3,621,288 $174.7M
Board of Trustees of The Leland Stanford Junior University 18.51% No change 3,543,452 $170.9M
US Bancorp \de 0.20% Add +1.2% 3,308,587 $159.6M
Barclays PLC 0.06% Add +23.6% 3,282,715 $158.4M
Corient Private Wealth LP 0.21% Add +206.0% 3,240,329 $156.3M
LPL Financial LLC 0.04% Add +13.2% 2,730,289 $131.7M
State of Wisconsin Investment Board 0.30% Reduce -25.7% 2,553,828 $123.2M
Envestnet Asset Management Inc. 0.03% Reduce -0.5% 2,278,564 $109.9M
Bank of Nova Scotia 0.22% Add +314.6% 2,240,422 $108.1M
Invesco Ltd. 0.02% New 2,086,315 $100.6M
Raymond James Financial Inc. 0.03% Add +18.3% 2,031,899 $98.0M
Squarepoint Ops LLC 0.21% Reduce -52.0% 2,017,296 $97.3M
Cassaday & Co Wealth Management LLC 2.36% Add +2.4% 1,954,325 $94.3M
Hirtle & Co., LLC 3.95% Add +2.6% 1,929,822 $93.1M
Bailard, Inc. 2.13% Add +671.0% 1,894,392 $91.4M
Mariner, LLC 0.13% Add +23.5% 1,877,604 $90.6M
Jain Global LLC 1.45% Add +990.0% 1,835,021 $88.5M
Absolute Gestao de Investimentos Ltda. 28.01% New 1,785,708 $86.1M
Man Group plc 0.18% Add +30.4% 1,691,211 $81.6M
Greenleaf Trust 0.72% Reduce -6.9% 1,687,308 $81.4M
Total Investment Management Inc. 11.13% Reduce -0.2% 1,596,000 $77.0M
HSBC Holdings PLC 0.05% Reduce -8.2% 1,540,613 $74.0M
Old Mission Capital LLC 1.95% New 1,514,823 $73.1M
Regions Financial Corp. 0.49% Reduce -0.9% 1,476,084 $71.2M
Citadel Advisors 0.06% New 1,444,292 $69.7M
USA Financial Formulas 11.58% New 1,406,662 $67.9M
Modern Wealth Management, LLC 1.55% Add +10756.0% 1,304,997 $63.0M
HighTower Advisors, LLC 0.07% Add +9.6% 1,192,775 $57.5M
Halbert Hargrove Global Advisors, LLC 3.02% Reduce -2.9% 1,190,150 $57.4M
Connable Office Inc. 5.51% Reduce -1.1% 1,153,905 $55.7M
Vontobel Holding Ltd. 0.18% Add +2.2% 1,133,596 $54.7M
FMR LLC 0.00% Add +0.6% 1,115,223 $53.8M
Allstate Corp. 3.81% Reduce -22.7% 1,095,605 $52.9M
Banco Santander, S.A. 0.49% Add +171.6% 1,073,741 $51.8M
Thrivent Financial for Lutherans 0.11% Add +8.2% 1,008,487 $48.6M
Checchi Capital Advisers, LLC 3.36% Add +147.6% 999,167 $48.2M
Keybank National Association 0.17% Reduce -1.2% 964,661 $46.5M
Northern Trust Corp. 0.01% Reduce -3.5% 887,341 $42.8M
Ameriprise Financial Inc. 0.01% Reduce -5.8% 886,958 $42.6M
Susquehanna International Group, LLP 0.06% Reduce -80.1% 836,040 $40.3M
M&T Bank Corp 0.14% Reduce -2.9% 822,178 $39.7M
Mitsubishi UFJ Trust & Banking Corp 0.09% No change 796,882 $38.4M
Erste Asset Management GmbH 0.32% Reduce -0.9% 744,718 $38.0M
Wilmington Savings Fund Society, FSB 0.66% Add +23.3% 766,018 $37.0M
Fifth Third Bancorp 0.13% Reduce -6.0% 755,646 $36.5M
Acadian Asset Management LLC 0.07% Reduce -19.5% 735,538 $35.5M
Deutsche Bank AG 0.01% Reduce -13.5% 729,072 $35.2M
Creative Planning 0.03% Reduce -11.6% 711,578 $34.3M
Stifel Financial Corp. 0.03% Add +4.8% 659,748 $31.8M
Provenance Wealth Advisors, LLC 4.55% Add +14.1% 657,251 $31.7M
SG Americas Securities, LLC 0.14% Add +1570.0% 631,805 $30.5M
Qube Research & Technologies Ltd 0.04% Add +304.9% 612,204 $29.5M
Amarillo National Bank 5.25% Add +7.0% 585,747 $28.3M
CIBC Private Wealth Group LLC 0.05% Reduce -6.0% 584,513 $28.2M
Pinkerton Wealth, LLC 3.30% New 574,107 $27.7M
Victory Capital Management Inc. 0.02% Add +20.7% 570,578 $27.5M
Barings LLC 0.66% No change 567,647 $27.4M
Comerica Bank 0.10% Add +5.7% 556,114 $26.8M
Cetera Investment Advisers 0.05% Add +84.5% 554,094 $26.7M
Commonwealth Equity Services, LLC 0.04% Add +1.7% 553,452 $26.7M
Quent Capital, LLC 2.51% Add +0.1% 538,301 $26.0M
New Harbor Financial Group, LLC 5.90% New 533,270 $25.7M
Balyasny Asset Management L.P. 0.06% Add +82.5% 518,287 $25.0M
Franklin Resources Inc. 0.01% Reduce -4.0% 516,348 $24.9M
Osaic Holdings, Inc. 0.04% Add +4.0% 508,034 $24.5M
Point72 Europe (London) LLP 1.26% Add +12.5% 505,776 $24.4M
Allianz Asset Management GmbH 0.03% Add +100.9% 488,419 $23.6M
Focus Partners Wealth 0.05% Add +9.2% 481,026 $23.2M
Rockefeller Capital Management L.P. 0.05% Add +14.7% 474,557 $22.9M
Truist Financial Corp. 0.03% Add +1.8% 463,911 $22.4M
Northwestern Mutual Wealth Management Co. 0.02% Add +19.5% 461,494 $22.3M
Clear Creek Financial Management, LLC 2.11% Add +147.6% 460,553 $22.2M
Glenmede Investment Management, LP 0.11% — 458,487 $22.1M
Cibc World Market Inc. 0.05% Reduce -8.9% 447,301 $21.6M
Wealth Enhancement Advisory Services, LLC 0.04% Add +5.0% 433,673 $21.1M
Baird Financial Group, Inc. 0.04% Add +0.3% 435,605 $21.0M
Lazard Asset Management LLC 0.03% Reduce -15.1% 419,662 $20.2M
Capula Management Ltd 0.25% Add +453.5% 418,786 $20.2M
Captrust Financial Advisors 0.04% Add +0.6% 416,327 $20.1M
Wit, LLC 0.49% No change 412,144 $19.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% No change 397,363 $19.2M
Advisors Preferred, LLC 3.13% Reduce -28.8% 392,596 $19.0M
Financiere des Professionnels - Fonds d'investissement inc. 1.15% Reduce -17.0% 392,000 $18.9M
Millennium Management 0.02% Reduce -59.7% 387,792 $18.7M
Cerity Partners LLC 0.03% Reduce -0.2% 380,625 $18.4M
Cambridge Investment Research Advisors, Inc. 0.06% Add +62.7% 378,691 $18.3M
Capstone Investment Advisors, LLC 0.19% Reduce -53.1% 377,444 $18.2M
Granite Bay Wealth Management, LLC 5.84% Add +6.3% 377,040 $18.2M
Allianz SE 0.43% Add +2.9% 374,750 $18.1M
Twin Tree Management, LP 0.45% Add +1314.4% 367,093 $17.7M
Okabena Investment Services Inc. 3.90% Reduce -3.1% 363,781 $17.5M
FineMark National Bank & Trust 0.59% Reduce -3.9% 362,049 $17.5M
Coldstream Capital Management Inc. 0.28% Add +2.3% 352,325 $17.0M
Prudential Financial Inc. 0.02% Reduce -45.3% 322,340 $15.5M
Graham Capital Management, L.P. 0.47% New 318,425 $15.4M
Mesirow Financial Investment Management, Inc. 0.29% Reduce -11.5% 310,501 $15.0M
Simplex Trading, LLC 0.40% Add +86.9% 306,415 $14.8M
Retirement Financial Solutions, LLC 5.15% Reduce -6.2% 302,995 $14.6M
BIP Wealth, LLC 0.89% Reduce -1.9% 298,513 $14.4M
Prudential PLC 0.09% Reduce -1.0% 295,550 $14.3M
Inspire Trust Co, N.A. 2.89% Add +4.3% 290,000 $14.0M
CHURCHILL MANAGEMENT Corp 0.15% Reduce -0.9% 289,155 $13.9M
SCS Capital Management LLC 0.15% Reduce -2.5% 285,657 $13.8M
Citizens Financial Group Inc. 0.22% Reduce -3.3% 282,154 $13.6M
MML Investors Services, LLC 0.04% Add +5.2% 282,002 $13.6M
Fluent Financial, LLC 5.39% Reduce -5.5% 271,384 $13.1M
Mercer Global Advisors Inc. 0.03% Add +14.4% 270,260 $13.0M
Avantax Advisory Services, Inc. 0.07% Reduce -4.8% 266,574 $12.9M
Dimension Capital Management LLC 1.99% Reduce -0.1% 263,506 $12.7M
Dupont Capital Management Corp. 1.36% Reduce -21.5% 262,242 $12.7M
Azimuth Capital Investment Management LLC 0.46% Add +0.6% 255,476 $12.3M
HT Partners LLC 3.76% Reduce -0.2% 254,874 $12.3M
Jasper Ridge Partners, L.P. 0.31% No change 254,150 $12.3M
Choreo, LLC 0.17% Reduce -11.4% 253,462 $12.2M
Colton Groome Financial Advisors, LLC 4.10% Add +4.7% 250,888 $12.1M
Verger Capital Management LLC 4.56% Add +0.5% 240,407 $11.6M
Verdence Capital Advisors LLC 0.79% Add +6.5% 240,237 $11.6M
Mfa Wealth Advisors, LLC 2.69% New 238,002 $11.5M
Point72 Asset Management 0.03% New 235,000 $11.3M
Moneta Group Investment Advisors LLC 0.13% Add +1.6% 229,988 $11.1M
Cullen/Frost Bankers, Inc. 0.14% Add +8.7% 227,089 $11.0M
Resona Asset Management Co.,Ltd. 0.05% No change 225,287 $10.9M
Calamos Advisors LLC 0.07% No change 225,145 $10.9M
Freestone Capital Holdings, LLC 0.37% Reduce -6.2% 224,029 $10.8M
WealthBridge Investment Counsel Inc. 3.47% Reduce -1.6% 221,955 $10.7M
Stock Yards Bank & Trust Co. 0.35% Reduce -3.6% 217,439 $10.5M
Banque Pictet & Cie SA 0.11% No change 215,061 $10.4M
Annandale Capital, LLC 1.88% Reduce -0.2% 211,277 $10.2M
POM Investment Strategies, LLC 7.28% New 211,185 $10.2M
SteelPeak Wealth, LLC 0.39% Add +35.9% 208,674 $10.1M
GLOBALT Investments LLC / GA 0.38% Reduce -12.8% 205,715 $9.9M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -1.9% 203,563 $9.8M
LGL Partners, LLC 4.33% Add +0.7% 197,229 $9.8M
Finley Financial, LLC 4.84% Add +2.1% 199,733 $9.6M
Commerce Bank 0.06% Add +0.0% 195,063 $9.4M
Kestra Advisory Services, LLC 0.04% Add +16.6% 191,146 $9.2M
True Freedom Investing, LLC 3.61% — 190,153 $9.2M
Keel Point, LLC 0.60% Add +3.3% 189,321 $9.1M
LMCG Investments, LLC 0.57% Add +43.6% 187,313 $9.0M
TCTC Holdings, LLC 0.29% Add +14.1% 186,383 $9.0M
Camarda Financial Advisors, LLC 3.51% New 185,245 $8.9M
MAI Capital Management 0.06% Add +1.4% 184,060 $8.9M
Riggs Asset Managment Co. Inc. 2.17% New 183,337 $8.8M
Pathstone Holdings, LLC 0.03% Add +72.3% 282,076 $8.7M
Portland Global Advisors LLC 1.02% Add +1.5% 180,047 $8.7M
Metropolitan Life Insurance Co 2.59% No change 179,828 $8.7M
Parcion Private Wealth LLC 0.62% Add +295.2% 178,742 $8.6M
Cresset Asset Management, LLC 0.04% Reduce -2.1% 177,830 $8.6M
FFT Wealth Management LLC 1.66% Reduce -15.3% 170,261 $8.4M
Fiduciary Trust Co 0.10% Reduce -2.9% 174,199 $8.4M
Vista Finance, LLC 7.21% Reduce -2.7% 173,372 $8.4M
Atlas Legacy Advisors, LLC 1.83% Add +61.3% 172,015 $8.3M
Mill Creek Capital Advisors, LLC 0.18% Reduce -0.9% 169,884 $8.2M
Alliancebernstein L.P. 0.00% Reduce -1.6% 162,745 $7.9M
Farther Finance Advisors, LLC 0.16% Add +721.0% 162,331 $7.8M
Brown Wealth Management, LLC 2.43% Reduce -3.0% 162,061 $7.8M
Allie Family Office LLC 3.87% Reduce -2.4% 161,934 $7.8M
Caisse de depot et placement du Quebec 0.02% Add +42.8% 161,597 $7.8M
Ascension Capital Advisors, Inc. 3.19% Add +1147.9% 158,291 $7.6M
CIBC Asset Management Inc 0.02% Add +76.8% 157,838 $7.6M
Arbor Investment Advisors, LLC 0.98% Reduce -1.9% 157,783 $7.6M
Clarity Wealth Advisors, LLC 1.86% Add +8.7% 156,090 $7.5M
Washington Growth Strategies LLC 5.52% — 149,915 $7.2M
Trustmark Bank Trust Department 0.50% Reduce -1.0% 149,217 $7.2M
Salomon & Ludwin, LLC 0.71% Reduce -2.1% 148,081 $7.2M
Parr McKnight Wealth Management Group, LLC 0.98% Add +0.6% 148,776 $7.2M
Hancock Whitney Corp. 0.13% Add +18.0% 144,864 $7.0M
Ryan Investment Management, Inc. 4.46% — 144,603 $7.0M
EP Wealth Advisors, LLC 0.05% Add +1.8% 144,423 $7.0M
Rafferty Asset Management, LLC 0.02% Add +0.1% 144,300 $7.0M
Horizon Bancorp Inc. 3.50% Reduce -1.9% 143,949 $6.9M
Whittier Trust Co. of Nevada Inc. 0.16% Reduce -0.2% 143,708 $6.9M
PFW Advisors LLC 2.13% Reduce -9.0% 143,231 $6.9M
Lido Advisors, LLC 0.04% Add +38.6% 142,392 $6.9M
Geneos Wealth Management Inc. 0.17% Add +30.5% 140,932 $6.8M
Three Bridge Wealth Advisors, LLC 1.78% Reduce -3.7% 140,369 $6.8M
Tiaa Trust, National Association 0.02% Reduce -2.5% 140,167 $6.8M
First Commonwealth Financial Corp 1.45% Add +24.4% 139,346 $6.7M
DT Investment Partners, LLC 0.60% Add +6.9% 138,625 $6.7M
Aries Wealth Management 1.74% Add +10.6% 137,946 $6.7M
NTV Asset Management LLC 0.78% No change 135,922 $6.6M
Pinnacle Financial Group, LLC / IL 2.19% Reduce -5.9% 135,464 $6.5M
Linscomb Wealth, Inc. 0.30% Reduce -4.7% 134,764 $6.5M
Summit Trail Advisors, LLC 0.11% New 132,778 $6.4M
First Financial Bank - Trust Division 0.56% Add +1.1% 132,038 $6.4M
EFG Asset Management (Americas) Corp. 1.17% Reduce -0.8% 131,688 $6.4M
StoneX Group Inc. 0.31% Add +15.6% 130,569 $6.3M
Sand Hill Global Advisors, LLC 0.23% Reduce -0.9% 130,161 $6.3M
Elevatus Welath Management 2.09% Add +106.7% 129,730 $6.3M
Wolverine Trading, LLC 0.16% Add +297.0% 129,879 $6.2M
Harbor Capital Advisors, Inc. 0.26% Reduce -27.7% 127,605 $6.2M
Willis Johnson & Associates, Inc. 0.42% Reduce -1.8% 127,457 $6.1M
RTD Financial Advisors, Inc. 0.79% Reduce -0.8% 127,189 $6.1M
Glenview Trust Co 0.11% Reduce -0.9% 126,905 $6.1M
Bryn Mawr Trust Advisors, LLC 0.33% Add +8.4% 126,846 $6.1M
OneDigital Investment Advisors LLC 0.07% Reduce -10.4% 126,299 $6.1M
Staley Capital Advisers Inc. 0.26% Add +0.8% 125,550 $6.1M
Global Retirement Partners, LLC 0.15% — 125,354 $6.0M
J.W. Cole Advisors, Inc. 0.13% Add +81.7% 125,197 $6.0M
Analyst IMS Investment Management Services Ltd. 0.20% No change 123,829 $6.0M
Ballentine Partners, LLC 0.09% Add +0.5% 123,257 $5.9M
Curi Capital, LLC 0.11% Add +600.5% 123,148 $5.9M
Little House Capital LLC 1.48% Add +2.9% 122,674 $5.9M
Janney Montgomery Scott LLC 0.02% Add +1.6% 122,614 $5.9M
Rathbones Group PLC 0.03% Add +5.8% 121,575 $5.9M
Heritage Wealth Advisors 0.28% No change 121,558 $5.9M
Regal Investment Advisors LLC 0.44% Reduce -1.4% 120,911 $5.8M
SPX Gestao de Recursos Ltda 0.54% New 120,000 $5.8M
Glaxis Capital Management, LLC 7.67% New 119,000 $5.7M
Del-Sette Capital Management, LLC 3.98% Reduce -9.8% 118,572 $5.7M
First American Trust, FSB 0.46% Reduce -13.8% 118,388 $5.7M
EWG Elevate Inc. 1.74% Add +46.5% 117,308 $5.7M
Parallel Advisors, LLC 0.11% Reduce -4.5% 117,253 $5.7M
Bridges Investment Management Inc. 0.08% Add +0.9% 117,111 $5.6M
Valeo Financial Advisors, LLC 0.14% Add +0.6% 117,030 $5.6M
Brighton Jones LLC 0.15% Add +0.4% 117,013 $5.6M
Sei Investments Co. 0.01% Reduce -34.4% 114,682 $5.5M
Focus Partners Advisor Solutions, LLC 0.07% Add +1.4% 114,583 $5.5M
T. Rowe Price Associates Inc. 0.00% No change 113,970 $5.5M
Bessemer Group Inc. 0.01% No change 113,675 $5.5M
Bokf, NA 0.09% Add +0.9% 113,584 $5.5M
Callan Family Office, LLC 0.17% Add +11.6% 113,150 $5.5M
Sterling Capital Management LLC 0.08% Reduce -2.4% 113,038 $5.5M
Equitable Holdings, Inc. 0.04% Reduce -55.5% 112,845 $5.4M
Confluence Wealth Services, Inc. 0.29% Reduce -1.8% 112,004 $5.4M
New York State Common Retirement Fund 0.01% Reduce -15.8% 111,675 $5.4M
Whittier Trust Co. 0.06% Add +0.6% 111,298 $5.4M
Corepath Wealth Partners LLC 4.52% Add +2.4% 110,022 $5.4M
Harvest Investment Advisors, LLC 3.40% Reduce -1.0% 109,628 $5.3M
Wealthspire Advisors, LLC 0.03% Add +12.0% 109,466 $5.3M
Rwa Wealth Partners, LLC 0.07% Reduce -2.6% 109,332 $5.3M
LSP Investment Advisors, LLC 3.77% No change 108,830 $5.2M
LWM Advisors Inc. 5.84% Add +0.0% 108,110 $5.2M
Beirne Wealth Consulting Services, LLC 1.68% Reduce -0.7% 107,633 $5.2M
Oppenheimer & Co. Inc. 0.07% Reduce -6.6% 107,057 $5.2M
Yousif Capital Management, LLC 0.06% Add +33.9% 106,975 $5.2M
Marshall & Sullivan Inc. 2.47% Add +3.5% 106,529 $5.1M
Cibc World Markets Corp. 0.03% Reduce -25.4% 106,426 $5.1M
CoreCap Advisors, LLC 0.21% Add +2397.0% 105,922 $5.1M
Urban Financial Advisory Corp 2.53% Add +7.7% 104,256 $5.0M
Country Club Bank 0.31% Add +10.8% 104,068 $5.0M
Sanctuary Advisors, LLC 0.03% Reduce -3.7% 103,388 $5.0M
Calamos Wealth Management LLC 0.21% Add +0.6% 102,893 $5.0M
Pictet North America Advisors SA 0.49% Reduce -61.2% 102,100 $4.9M
LBMC Investment Advisors, LLC 0.35% Reduce -1.9% 101,169 $4.9M
Summit Wealth & Retirement Planning, Inc. 1.31% Reduce -11.8% 100,805 $4.9M
Oppenheimer Asset Management Inc. 0.06% Add +27.0% 100,194 $4.8M
Westport Asset Management Inc. 2.13% No change 100,000 $4.8M
International City Management Association Retirement Corp 2.57% No change 99,782 $4.8M
Baron Financial Group, LLC 2.81% Reduce -1.1% 99,374 $4.8M
Fiducient Advisors LLC 0.58% Reduce -0.1% 98,504 $4.8M
Federation des caisses Desjardins du Quebec 0.02% Add +6.8% 97,332 $4.7M
PKO Investment Management Joint-Stock Co 0.50% Reduce -62.6% 97,074 $4.7M
City Holding Co. 0.60% Reduce -0.3% 95,325 $4.6M
Midwest Professional Planners, LTD. 1.20% Add +207.2% 94,534 $4.6M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +6.7% 94,494 $4.6M
Mirabaud & Cie SA 1.44% Add +24.5% 93,773 $4.5M
Blair William & Co. 0.01% Reduce -36.9% 93,694 $4.5M
Stephens Inc. 0.06% Reduce -5.0% 93,629 $4.5M
AMG National Trust Bank 0.12% Reduce -2.8% 93,505 $4.5M
Savant Capital, LLC 0.03% Add +0.7% 93,407 $4.5M
NewEdge Advisors, LLC 0.02% Reduce -5.8% 92,330 $4.5M
Venture Visionary Partners LLC 0.17% Reduce -0.6% 92,196 $4.4M
Private Advisor Group, LLC 0.02% Reduce -2.9% 92,169 $4.4M
Renaissance Technologies 0.01% New 91,800 $4.4M
Highview Capital Management LLC 1.67% Reduce -65.1% 89,771 $4.3M
Oldfather Financial Services, LLC 1.49% Add +4.8% 89,573 $4.3M
Syon Capital LLC 0.29% Reduce -10.8% 89,504 $4.3M
Centaurus Financial, Inc. 0.25% Add +1705.7% 89,455 $4.3M
First National Trust Co 0.16% Reduce -4.2% 89,396 $4.3M
Synovus Financial Corp. 0.05% Add +4.8% 89,266 $4.3M
Grove Bank & Trust 0.54% Add +8.0% 89,073 $4.3M
Aspiriant, LLC 0.14% Add +100.2% 88,726 $4.3M
Widmann Financial Services, Inc. 2.98% Add +0.9% 88,536 $4.3M
Perigon Wealth Management, LLC 0.10% Reduce -2.4% 88,257 $4.3M
Prism Advisors, Inc. 1.21% No change 88,105 $4.3M
Field & Main Bank 1.38% Add +18.6% 87,986 $4.2M
Modera Wealth Management, LLC 0.05% Reduce -1.3% 87,467 $4.2M
NBT Bank, N.A. 0.29% Add +2.3% 86,678 $4.2M
1ST Source Bank 0.23% Add +0.3% 86,665 $4.2M
Hoge Financial Services, LLC 2.57% Add +5.8% 85,700 $4.1M
SVB Wealth LLC 0.22% New 85,798 $4.1M
Edmond DE Rothschild Holding S.A. 0.07% Reduce -19.4% 85,287 $4.1M
Twin Focus Capital Partners, LLC 0.58% Reduce -9.2% 85,269 $4.1M
Simmons Bank 0.29% Reduce -1.5% 84,744 $4.1M
Beacon Pointe Advisors, LLC 0.04% Add +13.3% 84,096 $4.1M
AQR Capital Management 0.00% Add +4.5% 83,833 $4.0M
Innova Wealth Partners 2.37% Add +429.1% 83,737 $4.0M
Harbour Investments, Inc. 0.10% Add +43.8% 83,505 $4.0M
Belvedere Trading LLC 0.32% Add +95.8% 83,356 $4.0M
Financial Synergies Wealth Advisors, Inc. 0.43% Reduce -1.9% 82,417 $4.0M
Arrowstreet Capital, Limited Partnership 0.00% New 82,036 $4.0M
Brown Advisory Inc. 0.01% Reduce -6.1% 81,861 $3.9M
BNP Paribas 0.12% Add +5.3% 79,508 $3.8M
Promus Capital, LLC 2.48% Add +16.7% 79,328 $3.8M
Earnest Partners LLC 0.02% Reduce -3.3% 79,295 $3.8M
Composition Wealth, LLC 0.06% Add +79.5% 78,278 $3.8M
Capital Advantage, Inc. 0.60% Add +6.8% 78,207 $3.8M
Fiera Capital Corp 0.01% Reduce -0.6% 77,978 $3.8M
Midwest Trust Co 0.05% — 77,350 $3.7M
Allium Financial Advisors, LLC 3.24% Add +95.6% 77,168 $3.7M
Bison Wealth, LLC 0.29% Add +10.5% 76,866 $3.7M
Financial Advisors Network, Inc. 0.55% Add +0.1% 76,132 $3.7M
Full Sail Capital, LLC 0.21% Add +13.4% 75,801 $3.7M
Park Avenue Securities LLC 0.03% New 73,668 $3.6M
Avantax Planning Partners, Inc. 0.11% Reduce -1.5% 73,270 $3.5M
Asset Management Group, Inc. 0.62% Reduce -0.1% 73,237 $3.5M
Stelac Advisory Services LLC 1.34% Reduce -2.9% 73,046 $3.5M
M1 Capital Management LLC 1.77% New 72,913 $3.5M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +12.3% 72,820 $3.5M
Boyd Watterson Asset Management LLC 1.11% No change 72,639 $3.5M
Prospera Financial Services Inc 0.07% Add +1.8% 72,480 $3.5M
Sowell Financial Services LLC 0.14% Add +0.3% 71,413 $3.4M
AE Wealth Management LLC 0.02% Add +22280.1% 70,721 $3.4M
Conning Inc. 0.12% Add +3.0% 70,131 $3.4M
Burke & Herbert Bank & Trust Co. 0.75% Add +1.4% 69,431 $3.3M
Tobias Financial Advisors, Inc. 0.57% Reduce -8.6% 68,827 $3.3M
Migdal Insurance & Financial Holdings Ltd. 0.04% Add +8.0% 68,802 $3.3M
Scotia Capital Inc. 0.02% Reduce -11.6% 68,780 $3.3M
Integrated Advisors Network LLC 0.15% New 68,620 $3.3M
All Terrain Financial Advisors, LLC 1.20% Reduce -0.9% 68,549 $3.3M
Blue Fin Capital, Inc. 0.56% Reduce -9.0% 67,923 $3.3M
Verition Fund Management LLC 0.02% New 67,075 $3.2M
Landing Point Financial Group, LLC 2.02% Add +2.4% 66,575 $3.2M
Hansen & Associates Financial Group, Inc. 1.73% New 66,396 $3.2M
Integrated Wealth Concepts LLC 0.03% Reduce -1.8% 65,156 $3.1M
Waverly Advisors, LLC 0.03% Add +0.2% 64,841 $3.1M
Meridian Wealth Management, LLC 0.13% Reduce -3.9% 64,263 $3.1M
Foundation Wealth Management, LLC 2.15% Reduce -6.0% 64,032 $3.1M
Washington Trust Bank 0.26% Reduce -1.4% 63,737 $3.1M
Concurrent Investment Advisors, LLC 0.06% Add +16.5% 62,919 $3.0M
Independence Bank of Kentucky 0.43% Reduce -3.4% 62,855 $3.0M
Mma Asset Management LLC 1.16% Reduce -40.6% 62,770 $3.0M
Chicago Partners Investment Group LLC 0.09% Reduce -0.5% 60,219 $3.0M
Robertson Stephens Wealth Management, LLC 0.10% Add +2.2% 62,264 $3.0M
Ashton Thomas Private Wealth, LLC 0.11% Add +1.2% 62,113 $3.0M
&partners 0.02% Add +27.4% 61,980 $3.0M
Ilmarinen Mutual Pension Insurance Co 0.02% Reduce -66.8% 61,907 $3.0M
Central Bank & Trust Co. 0.49% Reduce -38.9% 61,846 $3.0M
Old National Bancorp 0.05% Add +356.9% 61,731 $3.0M
Atria Wealth Solutions, Inc. 0.07% Reduce -14.8% 61,562 $3.0M
Richard W. Paul & Associates, LLC 1.07% Reduce -1.9% 61,579 $3.0M
Family Firm, Inc. 0.71% Reduce -0.9% 61,501 $3.0M
Evergreen Capital Management LLC 0.09% Add +19.4% 61,223 $3.0M
Strategic Equity Management 1.08% New 60,814 $2.9M
Steward Partners Investment Advisory, LLC 0.02% Add +3.8% 60,357 $2.9M
Gryphon Financial Partners LLC 0.38% Add +13.1% 60,351 $2.9M
D.A. Davidson & Co. 0.02% Reduce -53.1% 60,348 $2.9M
Ieq Capital, LLC 0.02% Reduce -27.5% 60,196 $2.9M
Fourth Dimension Wealth, LLC 1.23% Add +11.7% 60,196 $2.9M
Pinnacle Financial Partners Inc 0.06% Add +327.3% 60,115 $2.9M
Inman Jager Wealth Management, LLC 1.95% Reduce -3.0% 59,788 $2.9M
Smithfield Trust Co 0.14% Reduce -1.4% 59,642 $2.9M
HB Wealth Management, LLC 0.02% Reduce -13.9% 59,379 $2.9M
Abacus Planning Group, Inc. 0.42% Reduce -1.3% 58,850 $2.8M
Allen Mooney & Barnes Investment Advisors LLC 0.47% No change 58,827 $2.8M
Select Asset Management & Trust 0.97% No change 58,550 $2.8M
United Capital Financial Advisors, LLC 0.02% Add +19.2% 58,514 $2.8M
RFG Advisory, LLC 0.07% Reduce -15.1% 58,303 $2.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Reduce -4.5% 55,796 $2.7M
Laird Norton Wetherby Wealth Management, LLC 0.12% — 55,720 $2.7M
Factor Wealth Management LTD 0.73% Add +3.9% 55,389 $2.7M
Blue Trust, Inc. 0.03% Reduce -2.9% 54,358 $2.6M
Y-Intercept (Hong Kong) Ltd 0.06% New 54,104 $2.6M
Sava Infond d.o.o. 0.41% Reduce -1.4% 54,000 $2.6M
Qtron Investments LLC 0.33% New 53,855 $2.6M
Guidance Capital, Inc. 0.74% Add +20.1% 53,467 $2.6M
Allen Investment Management, LLC 0.03% No change 52,101 $2.5M
HFG Advisors, Inc. 1.99% Add +7.9% 52,053 $2.5M
Valmark Advisers, Inc. 0.04% Add +0.9% 51,959 $2.5M
Waters Parkerson & Co., LLC 0.12% Reduce -1.7% 51,825 $2.5M
Institute for Wealth Management, LLC. 0.28% Reduce -1.6% 51,614 $2.5M
Belpointe Asset Management LLC 0.10% Reduce -17.0% 51,244 $2.5M
Integrated Investment Consultants, LLC 0.49% Add +33.5% 51,169 $2.5M
NorthCrest Asset Manangement, LLC 0.07% Reduce -3.2% 50,434 $2.5M
Parisi Gray Wealth Management 0.70% Reduce -1.0% 50,973 $2.5M
Bluespring Wealth Management, LLC 0.23% Reduce -3.2% 50,503 $2.4M
Saxony Capital Management, LLC 1.87% New 50,494 $2.4M
Balanced Wealth Group LLC 1.05% Add +4.7% 50,008 $2.4M
JSF Financial, LLC 0.56% Reduce -11.6% 49,008 $2.4M
Spire Wealth Management 0.08% Reduce -1.6% 48,842 $2.4M
Fulton Bank, N.A. 0.09% Add +5.3% 48,577 $2.3M
Pure Financial Advisors, LLC 0.04% Reduce -4.3% 48,521 $2.3M
World Investment Advisors 0.05% Reduce -0.3% 47,901 $2.3M
Sumitomo Mitsui Financial Group, Inc. 0.04% Add +4.4% 47,876 $2.3M
Apex Wealth Management, LLC 1.85% New 47,716 $2.3M
Aspect Partners, LLC 1.13% Reduce -7.8% 47,453 $2.3M
Pathway Financial Advisors LLC 0.33% No change 47,365 $2.3M
Nepc LLC 0.06% Reduce -0.3% 47,255 $2.3M
Summit Financial Consulting LLC 2.03% New 46,839 $2.3M
MassMutual Private Wealth & Trust, FSB 0.06% Add +1.0% 46,736 $2.3M
Fort Point Capital Partners LLC 0.23% Add +0.8% 46,632 $2.2M
NorthCoast Asset Management LLC 0.01% Reduce -4.3% 46,569 $2.2M
Bank of Hawaii 0.12% Reduce -1.9% 46,308 $2.2M
Balefire, LLC 0.49% Reduce -4.2% 46,258 $2.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +2.6% 45,606 $2.2M
Mutual Advisors, LLC 0.05% Add +114.4% 44,398 $2.2M
Agf Management Ltd. 0.01% Reduce -0.2% 45,535 $2.2M
First Foundation Advisors 0.08% Add +10.6% 45,229 $2.2M
Moneywise, Inc. 1.02% New 44,901 $2.2M
Nuveen, LLC 0.00% Add +7.8% 44,762 $2.2M
Vance Wealth, LLC 0.72% Reduce -5.9% 44,337 $2.1M
Financial Engines Advisors L.L.C. 0.00% Reduce -17.1% 44,314 $2.1M
First Financial Bankshares Inc 0.05% No change 43,894 $2.1M
Quantinno Capital Management LP 0.01% Add +3.1% 43,885 $2.1M
Poinciana Advisors Group, LLC 1.90% Add +0.0% 43,784 $2.1M
Insigneo Advisory Services, LLC 0.18% Reduce -13.2% 43,776 $2.1M
Jefferies Financial Group Inc. 0.04% New 43,596 $2.1M
First Interstate Bank 0.12% No change 43,422 $2.1M
Toronto Dominion Bank 0.00% Add +425.0% 43,287 $2.1M
Johnson Investment Counsel Inc. 0.02% Add +8.9% 42,945 $2.1M
Weil Company, Inc. 0.54% Reduce -13.0% 42,716 $2.1M
Everstar Asset Management, LLC 1.24% Add +14.4% 42,229 $2.0M
Lee Danner & Bass Inc. 0.16% Add +17.4% 42,160 $2.0M
Mandatum Life Insurance Co Ltd 0.53% No change 42,083 $2.0M
Foster & Motley Inc. 0.12% Reduce -5.2% 42,074 $2.0M
Roman Butler Fullerton & Co. 0.60% New 40,887 $2.0M
Byrne Financial Freedom, LLC 1.01% New 41,956 $2.0M
Fogel Capital Management, Inc. 1.08% Reduce -0.1% 41,925 $2.0M
Clifford Swan Investment Counsel LLC 0.07% No change 41,750 $2.0M
Nordwand Advisors, LLC 0.32% Add +6127.9% 41,665 $2.0M
Atlas Brown,Inc. 0.64% Add +2.2% 41,445 $2.0M
Novare Capital Management LLC 0.16% New 41,030 $2.0M
Pinebridge Investments, L.P. 0.02% Reduce -1.4% 40,513 $2.0M
BSW Wealth Partners 0.27% Reduce -14.7% 40,510 $2.0M
Cliffwater LLC 0.40% No change 40,400 $1.9M
Dominguez Wealth Management Solutions, Inc. 1.35% Add +7.4% 40,208 $1.9M
FF Advisors,LLC 1.01% No change 40,152 $1.9M
Legacy Trust 0.47% Reduce -21.4% 40,129 $1.9M
Viewpoint Capital Management LLC 0.95% Reduce -1.6% 39,966 $1.9M
Glen Eagle Advisors, LLC 0.30% Add +7.1% 39,960 $1.9M
J2 Capital Management Inc 1.53% New 39,793 $1.9M
Israel Discount Bank of New York 7.27% Reduce -2.6% 39,698 $1.9M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -9.4% 39,438 $1.9M
Canandaigua National Bank & Trust Co. 0.18% Reduce -2.1% 39,368 $1.9M
Clarus Wealth Advisors 0.88% Add +1.4% 39,235 $1.9M
Capital Group Private Client Services, Inc. 0.02% Reduce -1.1% 39,048 $1.9M
Rehmann Capital Advisory Group 0.11% Reduce -0.3% 39,018 $1.9M
F/m Investments LLC 0.07% No change 39,000 $1.9M
Private Wealth Asset Management, LLC 0.25% Add +0.6% 38,779 $1.9M
Harvest Investment Services, LLC 0.42% New 38,586 $1.9M
Jacksonville Wealth Management, LLC 1.49% Add +5.2% 38,509 $1.9M
Cwm, LLC 0.01% Reduce -1.3% 38,489 $1.9M
Pine Valley Investments Ltd Liability Co 0.11% Reduce -0.0% 38,194 $1.8M
Bolthouse Investments, LLC 1.82% No change 38,113 $1.8M
Sincerus Advisory, LLC 1.72% Add +2.3% 37,016 $1.8M
Farmers & Merchants Investments Inc. 0.05% Reduce -0.2% 37,969 $1.8M
Birch Hill Investment Advisors LLC 0.08% Reduce -0.0% 37,881 $1.8M
Howland Capital Management LLC 0.07% Reduce -0.4% 37,758 $1.8M
Heritage Investors Management Corp. 0.06% Add +0.2% 37,124 $1.8M
Endowment Wealth Management, Inc. 0.92% Add +24.7% 37,084 $1.8M
Bartlett & Co. Wealth Management LLC 0.02% Add +6.9% 37,023 $1.8M
Regatta Capital Group, LLC 0.31% New 36,952 $1.8M
Apollon Wealth Management, LLC 0.04% Reduce -1.4% 36,929 $1.8M
Smith, Moore & Co. 0.15% Reduce -0.3% 36,862 $1.8M
Aureus Asset Management, LLC 0.11% No change 36,625 $1.8M
Merit Financial Group, LLC 0.02% Add +1.7% 36,238 $1.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Add +0.1% 36,157 $1.7M
First Merchants Corp. 0.07% Reduce -11.6% 36,124 $1.7M
Clearstead Advisors, LLC 0.02% Reduce -9.9% 35,976 $1.7M
Itau Unibanco Holding S.A. 0.07% Reduce -87.7% 35,944 $1.7M
Mather Group, Llc. 0.02% Reduce -6.4% 35,811 $1.7M
Forza Wealth Management, LLC 0.71% No change 35,775 $1.7M
IFG Advisory, LLC 0.09% Add +0.8% 35,747 $1.7M
Peapack Gladstone Financial Corp. 0.02% Add +0.5% 35,662 $1.7M
ERn Financial, LLC 0.36% Reduce -3.3% 35,633 $1.7M
Advisory Services Network, LLC 0.03% Reduce -5.7% 35,377 $1.7M
Allworth Financial LP 0.01% Add +10.2% 35,568 $1.7M
River Wealth Advisors LLC 0.21% Reduce -7.3% 35,391 $1.7M
RPg Family Wealth Advisory, LLC 0.45% Reduce -2.8% 35,323 $1.7M
Parallax Volatility Advisers, L.P. 0.08% New 35,248 $1.7M
Atticus Wealth Management, LLC 0.46% Add +2.2% 35,225 $1.7M
Efficient Advisors, LLC 0.10% Reduce -12.2% 35,146 $1.7M
Sachem Hill LLC 0.35% Reduce -28.4% 35,107 $1.7M
Fifth Third Wealth Advisors LLC 0.07% Reduce -14.9% 34,962 $1.7M
Crewe Advisors LLC 0.24% Reduce -0.6% 34,634 $1.7M
Harbor Advisory Corp. 0.53% Reduce -0.1% 34,539 $1.7M
Next Capital Management LLC 0.61% Add +5.3% 34,500 $1.7M
Canton Hathaway, LLC 0.34% No change 34,485 $1.7M
Penobscot Investment Management Company, Inc. 0.14% Reduce -0.6% 33,748 $1.6M
Wellington Management Group LLP 0.00% Reduce -25.1% 33,247 $1.6M
Colorado Capital Management, Inc. 0.69% No change 33,184 $1.6M
Bradley Foster & Sargent Inc. 0.02% Add +5.1% 32,913 $1.6M
Future You Wealth LLC 0.86% Add +13.3% 32,664 $1.6M
Wealthcare Advisory Partners LLC 0.04% Reduce -0.7% 32,547 $1.6M
Johnson Financial Group, Inc. 0.07% Add +227.5% 32,540 $1.6M
Tiemann Investment Advisors, LLC 0.64% Reduce -3.1% 32,525 $1.6M
LBJ Family Wealth Advisors, Ltd. 0.91% Reduce -2.7% 32,354 $1.6M
Sunbelt Securities, Inc. 0.14% Reduce -8.0% 37,286 $1.6M
Blueprint Financial Advisors LLC 0.50% New 32,030 $1.5M
Mycio Wealth Partners, LLC 0.36% Add +0.9% 31,993 $1.5M
Solstein Capital, LLC 0.79% Reduce -43.6% 31,830 $1.5M
JFS Wealth Advisors, LLC 0.10% Add +0.5% 31,697 $1.5M
Bulltick Wealth Management, LLC 0.38% Reduce -0.3% 31,643 $1.5M
Fidelis Capital Partners, LLC 0.14% Add +6.0% 31,087 $1.5M
Sentinel Trust Co. Lba 0.16% Reduce -1.5% 31,433 $1.5M
Pines Wealth Management, LLC 0.54% Reduce -27.0% 31,023 $1.5M
Truepoint, Inc. 0.04% Add +0.1% 31,313 $1.5M
Level Four Advisory Services, LLC 0.06% Reduce -9.1% 31,239 $1.5M
Audent Global Asset Management, LLC 1.07% No change 31,213 $1.5M
Rockland Trust Co. 0.07% Reduce -2.5% 31,134 $1.5M
Texas Bank & Trust Co 0.60% Reduce -4.8% 31,117 $1.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% No change 31,005 $1.5M
Magnus Financial Group LLC 0.13% Add +2.9% 30,933 $1.5M
Simplicity Wealth,LLC 0.06% Add +5.5% 30,888 $1.5M
Invictus Private Wealth, LLC 0.10% Reduce -1.4% 30,633 $1.5M
AlTi Global, Inc. 0.04% Add +134.8% 27,647 $1.5M
Evoke Wealth, LLC 0.03% Add +0.5% 30,392 $1.5M
Atria Investments, Inc 0.02% Add +90.0% 30,311 $1.5M
Capital Investment Advisors, LLC 0.03% Reduce -3.5% 30,147 $1.5M
Prosperity Planning, Inc. 0.59% Reduce -1.2% 30,083 $1.5M
Farmers Trust Co. 0.27% Reduce -25.2% 30,044 $1.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 29,300 $1.4M
Stratos Wealth Partners, LTD. 0.02% Add +24.4% 29,178 $1.4M
Point72 Asia (Singapore) Pte. Ltd. 0.25% New 29,078 $1.4M
Salus Financial Advisors, LLC 0.94% Reduce -6.0% 28,980 $1.4M
Allspring Global Investments Holdings, LLC 0.00% Reduce -11.4% 28,682 $1.4M
Red Tortoise LLC 0.68% Add +0.8% 28,704 $1.4M
Bar Harbor Wealth Management 0.09% Reduce -0.3% 28,649 $1.4M
City National Bank of Florida 1.00% Add +0.4% 28,437 $1.4M
Littlejohn Financial Services, Inc. 1.06% New 28,350 $1.4M
Obermeyer Wealth Partners 0.07% No change 27,559 $1.3M
BLB&B Advisors, LLC 0.06% Reduce -15.4% 27,494 $1.3M
Lakeshore Capital Group, Inc. 1.18% Reduce -1.0% 27,476 $1.3M
Croban 1.13% Add +6.0% 27,368 $1.3M
Lavaca Capital LLC 0.54% No change 27,200 $1.3M
Westshore Wealth, LLC 0.50% Add +3.9% 27,145 $1.3M
Argent Trust Co 0.05% Add +5.6% 26,951 $1.3M
First Bank & Trust 0.23% No change 26,947 $1.3M
Orin Green Financial, LLC 0.55% Reduce -0.2% 26,922 $1.3M
Johnson & White Wealth Management, LLC 0.65% Add +2.1% 26,774 $1.3M
Heritage Trust Co 0.15% Reduce -1.1% 26,747 $1.3M
GM Advisory Group, LLC 0.06% Add +1.0% 26,744 $1.3M
Kestra Private Wealth Services, LLC 0.02% Add +1.1% 26,566 $1.3M
Highland Capital Management, LLC 0.07% Reduce -2.8% 26,557 $1.3M
Virtue Capital Management, LLC 0.24% New 26,550 $1.3M
Wesbanco Bank Inc. 0.04% Add +29.8% 26,484 $1.3M
Samalin Investment Counsel, LLC 0.49% Add +5.9% 26,328 $1.3M
Founders Grove Wealth Partners, LLC 0.32% Reduce -8.0% 26,303 $1.3M
Connecticut Wealth Management, LLC 0.06% Reduce -14.6% 26,199 $1.3M
SP Asset Management LLC 0.10% Reduce -18.9% 26,031 $1.3M
Connective Portfolio Management, LLC 2.69% New 26,000 $1.3M
Smith Chas P & Associates Pa Cpas 0.07% Add +0.6% 26,000 $1.3M
Pineridge Advisors LLC 0.45% Reduce -0.1% 25,846 $1.2M
Northwest Wealth Management, LLC 0.22% No change 25,644 $1.2M
Signature Estate & Investment Advisors LLC 0.03% Reduce -3.5% 25,634 $1.2M
Turtle Creek Wealth Advisors, LLC 0.15% New 25,623 $1.2M
Crescent Grove Advisors, LLC 0.12% Add +0.1% 25,487 $1.2M
Walleye Capital LLC 0.01% New 25,485 $1.2M
Litman Gregory Wealth Management LLC 0.10% No change 25,328 $1.2M
Cyndeo Wealth Partners, LLC 0.07% Reduce -2.6% 25,327 $1.2M
Wealthedge Investment Advisors, LLC 0.50% Reduce -26.0% 24,941 $1.2M
CreativeOne Wealth, LLC 0.03% Add +2.4% 24,888 $1.2M
DBK Financial Counsel, LLC 1.08% Reduce -1.9% 24,687 $1.2M
Washington Trust Advisors, Inc. 0.10% No change 24,647 $1.2M
Avidian Wealth Enterprises, LLC 0.05% Reduce -0.1% 24,461 $1.2M
Caz Investments LP 6.66% No change 24,361 $1.2M
Newport Capital Group, LLC 0.80% Add +1.7% 24,346 $1.2M
HBK Sorce Advisory LLC 0.03% Add +0.7% 24,249 $1.2M
Simon Quick Advisors, LLC 0.06% Reduce -0.0% 24,171 $1.2M
Lyell Wealth Management, LP 0.09% Reduce -2.6% 24,131 $1.2M
LaSalle St. Investment Advisors, LLC 0.32% Reduce -10.1% 24,138 $1.2M
Marble Harbor Investment Counsel, LLC 0.13% No change 24,100 $1.2M
Evanson Asset Management, LLC 0.07% Add +0.0% 23,888 $1.2M
Arkadios Wealth Advisors 0.03% Add +145.2% 23,727 $1.1M
Cardiff Park Advisors, LLC 0.10% Add +8.3% 23,686 $1.1M
Kelly Financial Services LLC 0.34% Reduce -2.8% 23,683 $1.1M
Nvwm, LLC 0.28% Add +28.0% 23,664 $1.1M
Trinity Financial Advisors LLC 0.35% New 23,643 $1.1M
Bear Mountain Capital, Inc. 0.41% Reduce -0.1% 23,177 $1.1M
Principal Securities, Inc. 0.02% Add +16.2% 23,479 $1.1M
Gemmer Asset Management LLC 0.10% New 23,355 $1.1M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -1.7% 23,242 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +6.7% 23,230 $1.1M
KFA Private Wealth Group, LLC 0.35% Add +0.8% 23,167 $1.1M
Sovereign Financial Group, Inc. 0.23% Add +17.2% 23,101 $1.1M
First Heartland Consultants, Inc. 0.10% New 23,085 $1.1M
Matisse Capital 0.52% No change 22,990 $1.1M
Northeast Investment Management 0.05% Reduce -0.7% 22,984 $1.1M
Dynamic Advisor Solutions LLC 0.03% Add +8.8% 22,949 $1.1M
Carret Asset Management, LLC 0.12% Add +2.6% 22,903 $1.1M
Jones Financial Companies LLLP 0.00% Add +34.2% 22,958 $1.1M
Leo Wealth, LLC 0.09% Add +0.5% 22,867 $1.1M
NorthRock Partners, LLC 0.03% Add +134.5% 22,860 $1.1M
Ghe, LLC 0.49% No change 22,543 $1.1M
Tocqueville Asset Management L.P. 0.02% Reduce -0.2% 22,418 $1.1M
Affiance Financial, LLC 0.22% No change 22,369 $1.1M
Daymark Wealth Partners, LLC 0.04% Reduce -1.5% 22,166 $1.1M
Morris Financial Concepts, Inc. 0.42% Reduce -11.3% 22,139 $1.1M
Tortoise Investment Management, LLC 0.10% Reduce -1.0% 22,048 $1.1M
Nwam LLC 0.06% Add +225.7% 21,852 $1.1M
Mission Wealth Management, LP 0.02% Reduce -2.1% 21,809 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -1.5% 21,662 $1.0M
Hoxton Planning & Management, LLC 0.36% Reduce -58.9% 21,580 $1.0M
Sonata Capital Group Inc. 0.42% Add +3.0% 21,531 $1.0M
Glass Jacobson Investment Advisors llc 0.40% Reduce -9.7% 21,436 $1.0M
Stratos Wealth Advisors, LLC 0.05% Add +0.1% 21,390 $1.0M
Signaturefd, LLC 0.02% Add +0.1% 21,280 $1.0M
Foundations Investment Advisors, LLC 0.02% Add +81.4% 21,269 $1.0M
Headlands Technologies LLC 0.12% New 21,252 $1.0M
Colony Family Offices, LLC 0.26% Add +3.3% 21,217 $1.0M
Cordgrass Capital Advisors, LLC 0.27% Add +1.8% 21,081 $1.0M
Webster Bank, N. A. 0.10% No change 20,960 $1.0M
Noesis Capital Mangement Corp. 0.18% Add +0.3% 20,915 $1.0M
Osborne Partners Capital Management, LLC 0.05% No change 20,910 $1.0M
XML Financial, LLC 0.09% Reduce -5.4% 20,783 $1.0M
Evolution Wealth Advisors, LLC 0.15% Add +19.8% 20,695 $998K
Independent Family Office, LLC 0.46% No change 20,688 $998K
JMG Financial Group, Ltd. 0.03% Add +0.2% 20,557 $992K
Legacy Capital Group California, Inc. 0.27% Add +5.0% 20,472 $988K
Klingman & Associates, LLC 0.05% Add +1.5% 20,470 $987K
Neuberger Berman Group LLC 0.00% Reduce -77.6% 20,418 $985K
Ramiah Investment Group 1.06% New 20,379 $983K
Flagship Harbor Advisors, LLC 0.05% Add +7.4% 20,365 $982K
KMG Fiduciary Partners, LLC 0.07% Add +0.1% 20,276 $978K
Contravisory Investment Management, Inc. 0.19% Add +5.0% 20,185 $974K
Afg Fiduciary Services Limited Partnership 0.63% No change 20,110 $972K
Independent Financial Group, LLC 0.03% Add +25.6% 20,133 $971K
Roble, Belko & Company, Inc 0.14% No change 20,072 $968K
New Republic Capital, LLC 0.34% Add +410.2% 20,027 $966K
Oakworth Capital, Inc. 0.06% No change 19,967 $963K
St. Louis Trust Co 0.13% Reduce -8.5% 19,687 $950K
Evercore Wealth Management, LLC 0.01% No change 19,661 $948K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +9.6% 19,684 $947K
Sterling Investment Advisors, Ltd. 0.21% No change 19,545 $943K
Elevation Point Wealth Partners, LLC 0.07% Reduce -22.4% 19,256 $929K
Moore Capital Management, LP 0.02% Add +26.7% 19,000 $917K
Schroder Investment Management Group 0.00% Reduce -24.0% 19,000 $917K
Whalerock Point Partners, LLC 0.20% No change 18,986 $916K
Calton & Associates, Inc. 0.16% Reduce -4.0% 18,916 $913K
Financial Advocates Investment Management 0.07% Reduce -0.3% 18,911 $912K
Fsa Wealth Partners, Inc. 0.44% Reduce -4.1% 18,883 $911K
Sigma Planning Corp 0.03% Add +33.9% 18,850 $909K
Tyler-Stone Wealth Management 0.15% Reduce -0.9% 18,680 $901K
Certuity, LLC 0.08% Add +3.0% 18,591 $897K
NewEdge Wealth, LLC 0.01% Add +27.4% 18,031 $892K
HUB Investment Partners, LLC 0.03% Reduce -3.8% 18,492 $892K
TD Private Client Wealth LLC 0.02% Reduce -12.0% 18,483 $892K
International Assets Investment Management, LLC 0.07% Add +227.3% 18,388 $887K
SBI Securities Co., Ltd. 0.03% Reduce -8.2% 18,348 $885K
Voya Investment Management LLC 0.00% Reduce -60.2% 18,348 $885K
BigSur Wealth Management LLC 0.22% No change 18,300 $883K
Vanguard Group Inc. 0.00% Add +6.2% 18,268 $881K
Texas Yale Capital Corp. 0.03% No change 18,259 $881K
One Wealth Advisors, LLC 0.12% Reduce -15.5% 18,257 $881K
Pacific Financial Group Inc. 0.69% New 18,256 $881K
Crestwood Advisors Group, LLC 0.02% Add +4.5% 18,224 $879K
Appleton Partners Inc. 0.06% Reduce -1.1% 17,946 $866K
E&G Advisors, LLC 0.22% No change 17,948 $866K
Coign Capital Advisors LLC 0.59% Add +2.7% 17,926 $865K
Rossmore Private Capital 0.10% Add +0.1% 17,854 $861K
ShoreHaven Wealth Partners, LLC 0.35% Add +1.4% 17,714 $855K
Procyon Advisors, LLC 0.08% Reduce -0.4% 17,575 $848K
Quadrant Capital Group LLC 0.03% Add +354.4% 17,398 $839K
YHB Investment Advisors, Inc. 0.06% Add +2.6% 17,392 $839K
Retirement Income Solutions, Inc. 0.15% Reduce -3.7% 17,115 $826K
Hexagon Capital Partners LLC 0.18% Reduce -11.1% 16,938 $817K
NWF Advisory Services Inc. 0.10% Add +10.3% 16,933 $817K
Sunpointe, LLC 0.32% Add +162.0% 16,925 $816K
Lifeworks Advisors, LLC 0.12% Add +132.8% 16,914 $816K
Bridgewater Advisors Inc. 0.06% Reduce -10.3% 16,527 $813K
RiverGlades Family Offices LLC 0.53% No change 16,802 $811K
IFP Advisors, Inc 0.02% Add +5.7% 16,707 $806K
Phil A. Younker & Associates, Ltd. 0.79% No change 16,696 $805K
Lifestyle Asset Management, Inc. 0.37% New 16,533 $798K
Macquarie Group Ltd. 0.00% Add +5.1% 16,391 $791K
Cedar Wealth Management, LLC 0.27% No change 16,379 $790K
First Manhattan Co. Llc. 0.00% Reduce -7.8% 16,320 $787K
Strid Group, LLC 0.11% Reduce -0.3% 16,273 $785K
Wealthspire Retirement, LLC 0.05% Add +4.2% 16,260 $784K
Pinnacle Wealth Planning Services, Inc. 0.10% Reduce -14.5% 16,198 $781K
CFS Investment Advisory Services, LLC 0.06% Reduce -43.5% 16,157 $779K
Union Bancaire Privee, UBP SA 0.01% Reduce -63.0% 20,780 $774K
Bannerman Wealth Management Group, LLC 0.59% Reduce -2.7% 15,932 $769K
National Philanthropic Trust 0.01% Add +0.3% 15,854 $765K
Tranquilli Financial Advisor LLC 0.47% Add +136.6% 15,851 $765K
Cadence Wealth Management LLC 0.50% Reduce -41.3% 15,762 $760K
GTS Securities LLC 0.03% Reduce -26.1% 15,752 $760K
Everett Harris & Co. 0.01% Reduce -3.1% 15,686 $757K
Patriot Investment Management Group, Inc. 0.05% Add +0.1% 15,660 $755K
IPG Investment Advisors LLC 0.15% Add +10.1% 15,631 $754K
Welch & Forbes LLC 0.01% Reduce -8.6% 15,627 $754K
Stonebridge Capital Advisors LLC 0.06% No change 15,600 $753K
Hilltop Holdings Inc. 0.05% Add +1.4% 15,525 $749K
Clear Harbor Asset Management, LLC 0.06% Add +4.2% 15,501 $748K
Running Point Capital Advisors, LLC 0.21% Reduce -70.6% 15,418 $744K
Mayflower Financial Advisors, LLC 0.10% Reduce -37.6% 15,275 $737K
TSA Wealth Managment LLC 0.27% Reduce -20.0% 15,256 $736K
Orion Porfolio Solutions, LLC 0.01% Add +17.0% 15,209 $734K
Generali Asset Management SPA SGR 0.02% No change 15,000 $724K
Roof Eidam Maycock Peralta, LLC 0.18% Reduce -1.5% 14,995 $723K
Discovery Capital Management, LLC / CT 0.06% Add +11.7% 14,921 $720K
Chesapeake Wealth Management 0.24% Add +1.2% 14,908 $719K
Ramsay, Stattman, Vela & Price, Inc. 0.13% Reduce -48.0% 14,905 $719K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Add +0.3% 14,852 $716K
J. Safra Sarasin Holding AG 0.01% New 14,807 $714K
Balboa Wealth Partners 0.14% New 14,775 $713K
Trust Co. of Vermont 0.03% Add +13.5% 14,725 $710K
Evelyn Partners Investment Management (Europe) Ltd 0.25% Reduce -2.2% 14,692 $709K
Trust Co 0.08% Reduce -89.7% 14,681 $708K
Friday Financial 0.36% No change 14,646 $707K
Arcus Capital Partners, LLC 0.31% Add +0.4% 14,625 $705K
Lodestar Private Asset Management LLC 0.08% Add +4.7% 14,538 $701K
Gries Financial LLC 0.13% Add +1.1% 14,465 $698K
Perritt Capital Management Inc 0.36% Add +1.0% 14,397 $695K
Salem Investment Counselors Inc. 0.02% No change 14,384 $694K
Crabel Capital Management, LLC 0.42% Add +6.9% 14,325 $691K
TD Waterhouse Canada Inc. 0.00% Add +7.3% 14,295 $691K
Resonant Capital Advisors, LLC 0.04% Add +4.0% 14,295 $690K
CM Wealth Advisors LLC 0.20% Reduce -0.9% 14,241 $687K
Joel Isaacson & Co., LLC 0.03% Reduce -2.3% 14,171 $684K
Franklin, Parlapiano, Turner & Welch, LLC 0.18% Reduce -2.0% 14,156 $683K
Lakeridge Wealth Management LLC 0.31% Add +3.0% 14,097 $680K
Gladstone Institutional Advisory LLC 0.03% Reduce -7.7% 14,091 $680K
DAVENPORT & Co LLC 0.00% Reduce -0.3% 14,004 $676K
WealthShield Partners, LLC 0.08% Add +3.1% 13,990 $675K
Ti-Trust, Inc. 0.45% Reduce -0.8% 13,923 $672K
GFS Advisors, LLC 0.09% No change 13,900 $671K
Bank of New Hampshire 0.17% No change 13,903 $671K
Cobblestone Capital Advisors LLC 0.03% Add +0.0% 13,896 $670K
Parsons Capital Management Inc. 0.04% Reduce -41.9% 13,849 $668K
Horan Securities, Inc. 0.23% Add +35.8% 13,770 $664K
Harbor Investment Advisory, LLC 0.06% Add +7.8% 13,757 $664K
RiverFront Investment Group, LLC 0.01% No change 13,708 $661K
Cranbrook Wealth Management, LLC 0.14% Reduce -4.5% 13,693 $661K
Trail Ridge Investment Advisors, LLC 0.32% New 13,598 $660K
Moneda S.A. Administradora General de Fondos 0.71% Reduce -3.2% 13,659 $659K
Shelton Capital Management 0.02% Reduce -1.1% 13,623 $657K
DGS Capital Management, LLC 0.14% Reduce -8.1% 13,610 $657K
Cypress Wealth Services, LLC 0.12% Add +102.6% 13,609 $657K
Davidson Trust Co. 0.30% Reduce -0.5% 13,549 $654K
Orrstown Financial Services Inc. 0.14% No change 13,479 $650K
BFI Infinity Ltd. 0.54% No change 13,447 $649K
Round Rock Advisors LLC 0.11% Reduce -0.8% 13,417 $647K
Bonfire Financial 0.53% Reduce -0.6% 13,385 $646K
Taylor & Morgan Wealth Management, LLC 0.44% Add +0.1% 13,378 $645K
Tran Capital Management, L.P. 0.08% Add +7.1% 13,359 $644K
Haverford Trust Co 0.01% Reduce -11.7% 13,352 $644K
Optiver Holding B.V. 0.02% Reduce -61.8% 13,332 $643K
First Citizens Bank & Trust Co. 0.01% Reduce -15.5% 13,305 $642K
Acropolis Investment Management, LLC 0.04% Add +0.1% 13,201 $637K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -2.1% 13,136 $634K
Embree Financial Group 0.10% Reduce -7.2% 13,131 $633K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -9.7% 13,121 $633K
Debussy Capital Management LP 0.10% Reduce -2.6% 13,118 $633K
Canopy Partners, LLC 0.23% Reduce -2.1% 13,058 $630K
Kingswood Wealth Advisors, LLC 0.05% Reduce -1.7% 12,987 $627K
Cascade Financial Partners, LLC 0.08% Reduce -2.3% 12,968 $626K
Fonville Wealth Management LLC 0.16% Reduce -3.9% 12,799 $617K
Compagnie Lombard Odier SCmA 0.01% Reduce -10.5% 12,762 $616K
Pinnacle Bancorp, Inc. 0.19% Add +0.9% 12,743 $615K
McKinley Carter Wealth Services, Inc. 0.03% Reduce -10.6% 12,683 $612K
Turim 21 Investimentos Ltda. 0.12% Add +1318.3% 12,623 $609K
W Advisors, LLC 0.35% Reduce -2.8% 12,537 $605K
Brand Asset Management Group, Inc. 0.23% No change 12,534 $605K
Canandaigua National Trust Co of Florida 0.43% Add +18.4% 12,519 $604K
Silvercrest Asset Management Group LLC 0.00% No change 12,519 $604K
Donor Advised Charitable Giving, Inc. 0.01% No change 12,434 $600K
Ancora Advisors LLC 0.01% Add +4.6% 12,410 $599K
Zions Bancorporation, National Association 0.03% No change 12,300 $593K
Hudson Portfolio Management LLC 0.55% Add +1.7% 12,280 $592K
Edge Financial Advisors LLC 0.31% Reduce -26.5% 12,264 $592K
Parkside Financial Bank & Trust 0.06% Add +0.6% 12,259 $591K
Clarkston Capital Partners, LLC 0.01% No change 12,250 $591K
Strategic Blueprint, LLC 0.03% Reduce -16.0% 12,208 $589K
Cooper/Haims Advisors, LLC 0.29% Add +0.1% 12,158 $587K
Lionsbridge Wealth Management LLC 0.58% Reduce -34.6% 12,132 $585K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.12% No change 12,112 $584K
Narwhal Capital Management 0.05% Reduce -1.6% 12,050 $581K
Prelude Capital Management, LLC 0.06% Add +12.5% 12,000 $579K
Foster Group, Inc. 0.02% Reduce -1.1% 12,000 $579K
Burney Co./ 0.02% Add +5.3% 11,957 $577K
American Investment Services, Inc. 0.15% Reduce -0.3% 11,948 $576K
Aerodigm Wealth, LLC 0.28% Reduce -1.5% 11,939 $576K
Boltwood Capital Management 0.16% Add +0.2% 11,923 $575K
Revolve Wealth Partners, LLC 0.07% Reduce -11.5% 11,856 $572K
1492 Capital Management LLC 0.26% Reduce -1.4% 11,777 $568K
James Investment Research, Inc. 0.07% No change 11,729 $566K
Diversified Portfolios, Inc. 0.05% Add +6.8% 11,721 $565K
Nixon Peabody Trust Co. 0.04% No change 11,550 $557K
Rebalance, LLC 0.04% No change 11,542 $557K
Pittenger & Anderson Inc. 0.02% Add +155.6% 11,500 $555K
CW Advisors, LLC 0.01% Reduce -91.2% 11,431 $551K
Ascent Group, LLC 0.02% Reduce -23.4% 11,409 $550K
Waddell & Associates, LLC 0.06% Reduce -0.7% 11,390 $549K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 11,378 $549K
MFA Wealth Services 0.41% Reduce -0.4% 11,324 $546K
Catalyst Financial Partners LLC 0.06% Reduce -3.0% 11,313 $546K
Act Wealth Management, LLC 0.23% Add +29.7% 11,266 $543K
Ashford Advisors, LLC 0.13% New 4,000 $543K
FourThought Financial Partners, LLC 0.05% Add +24.8% 11,250 $543K
Madden Advisory Services, Inc. 0.23% Add +8.4% 11,132 $537K
Conservest Capital Advisors, Inc. 0.05% No change 11,050 $533K
Investment Management Corp. /Va/ 0.48% Reduce -29.9% 11,033 $532K
Patten & Patten Inc. 0.03% Reduce -29.8% 10,927 $527K
Element Wealth, LLC 0.24% Reduce -7.0% 10,875 $525K
IHT Wealth Management, LLC 0.01% Add +0.1% 10,749 $519K
Rockingstone Advisors LLC 0.27% Reduce -48.0% 10,695 $516K
Westmount Partners, LLC 0.14% Reduce -2.7% 10,676 $515K
North Star Investment Management Corp. 0.04% Reduce -4.6% 10,497 $506K
Kagan Cocozza Asset Management 0.39% Reduce -2.9% 10,454 $504K
Sunflower Bank, N.A. 0.13% Reduce -0.2% 10,400 $502K
Adell Harriman & Carpenter Inc. 0.03% Reduce -9.3% 10,392 $501K
Evernest Financial Advisors, LLC 0.16% Add +88.9% 10,315 $498K
Missouri Trust & Investment Co 0.16% Add +0.7% 10,283 $496K
Syntax Research, Inc. 0.35% Reduce -54.9% 10,271 $495K
PKS Advisory Services, LLC 0.12% New 10,207 $492K
Thrive Wealth Management, LLC 0.08% Reduce -0.6% 10,104 $487K
Searle & Co. 0.14% No change 10,086 $487K
Coastline Trust Co 0.06% Add +7.5% 10,082 $486K
Lanark Financial, Inc. 0.04% Add +0.1% 10,075 $486K
Csenge Advisory Group 0.03% Reduce -95.8% 10,673 $486K
CogentBlue Wealth Advisors, LLC 0.37% Reduce -0.2% 10,046 $485K
Vise Technologies, Inc. 0.02% — 10,038 $484K
TD Asset Management Inc 0.00% Reduce -99.8% 10,027 $484K
Systematic Alpha Investments, LLC 0.02% No change 10,018 $483K
LJI Wealth Management, LLC 0.08% Reduce -0.6% 10,012 $483K
K.J. Harrison & Partners Inc 0.08% No change 10,000 $482K
Horst & Graben Wealth Management LLC 0.08% Reduce -7.2% 9,990 $482K
Aptus Capital Advisors, LLC 0.00% Add +0.2% 9,979 $481K
Sax Wealth Advisors, LLC 0.03% Add +21.6% 9,925 $479K
Wells Trecaso Financial Group, LLC 0.15% No change 9,885 $477K
Park Edge Advisors, LLC 0.12% Add +62.6% 9,872 $476K
Powell Investment Advisors, LLC 0.18% Add +0.8% 9,866 $476K
Elevation Wealth Partners, LLC 0.19% No change 9,831 $474K
Intellectus Partners, LLC 0.10% Add +0.1% 9,827 $474K
TrinityBridge Ltd 0.01% No change 9,780 $472K
Morton Capital Management LLC 0.08% No change 9,741 $470K
SIH Partners, LLLP 0.04% Reduce -99.7% 9,738 $470K
Chesley Taft & Associates LLC 0.02% No change 9,726 $469K
Pandora Wealth, Inc. 0.29% Add +15.4% 9,641 $465K
GAMCO Investors 0.00% New 9,576 $462K
Sage Financial Management Group, Inc. 0.16% Add +54.6% 9,527 $460K
Cercano Management LLC 0.01% No change 9,500 $458K
Rainier Family Wealth Inc. 0.46% No change 9,495 $458K
PFG Investments, LLC 0.03% Reduce -3.1% 9,408 $454K
Easterly Investment Partners LLC 0.03% No change 9,408 $454K
Titleist Asset Management, LLC 0.04% Reduce -19.7% 9,352 $451K
White Pine Capital LLC 0.14% Add +4.5% 9,341 $451K
Aua Capital Management, LLC 0.27% No change 9,321 $450K
BlueChip Wealth Advisors LLC 0.18% Reduce -0.4% 9,301 $449K
Stordahl Capital Management, Inc. 0.10% Reduce -5.7% 9,291 $448K
Private Wealth Advisors, LLC 0.18% Add +0.7% 9,291 $448K
Brookstone Capital Management 0.01% Add +35.2% 9,231 $445K
Sightline Wealth Advisors, LLC 0.21% Add +1.1% 9,214 $444K
Flagstar Securities, Inc. 0.12% Reduce -45.1% 9,177 $443K
Fortis Group Advisors, LLC 0.08% Reduce -34.9% 9,115 $443K
National Bank of Canada 0.00% Reduce -40.2% 9,148 $442K
First Horizon Advisors, Inc. 0.01% Reduce -4.0% 9,149 $441K
Argent Advisors, Inc. 0.13% No change 8,950 $432K
Seven Mile Advisory 0.26% No change 8,939 $431K
TAGStone Capital, Inc. 0.18% Reduce -0.8% 8,713 $431K
Coastwise Capital Group, LLC 0.34% Reduce -4.5% 8,926 $431K
Diversified Trust Co. 0.01% No change 8,916 $430K
Affinity Capital Advisors, LLC 0.07% Reduce -0.5% 8,883 $429K
Cornerstone Wealth Group, LLC 0.03% Reduce -8.4% 8,843 $427K
Argyle Capital Partners, LLC 0.35% Add +11.5% 8,801 $425K
Luts & Greenleigh Group, Inc. 0.41% Add +15.1% 8,796 $424K
Winthrop Capital Management, LLC 0.11% Reduce -4.9% 8,763 $423K
Gilliland Jeter Wealth Management LLC 0.14% Reduce -2.1% 8,723 $421K
Collective Family Office LLC 0.11% No change 8,669 $418K
REDW Wealth LLC 0.17% Reduce -93.0% 8,656 $418K
180 Wealth Advisors, LLC 0.06% Add +2.4% 8,644 $417K
Betterment LLC 0.00% Add +1.1% 8,601 $415K
Trust Co. of Oklahoma 0.13% No change 8,600 $415K
Sage Capital Advisors,llc 0.10% Reduce -0.7% 8,599 $415K
PACK Private Wealth, LLC 0.22% Reduce -75.6% 8,575 $414K
New Hampshire Trust 0.09% No change 8,526 $411K
Summit Financial Strategies, Inc. 0.04% No change 8,516 $411K
KM Capital Management Ltd. 0.20% Add +27.6% 8,509 $410K
HM Payson & Co. 0.01% Add +3.0% 8,505 $410K
Harbor Group, Inc. 0.07% Add +0.7% 8,487 $409K
JDM Financial Group LLC 0.19% Reduce -4.1% 8,462 $408K
Savvy Advisors, Inc. 0.03% Add +5.1% 8,425 $406K
Rik Saylor Financial, Inc. 0.31% Reduce -6.1% 8,416 $406K
Chapin Davis, Inc. 0.11% Reduce -5.7% 8,391 $405K
Key Financial Inc 0.08% Reduce -1.0% 8,386 $405K
JARISLOWSKY, FRASER Ltd 0.00% No change 8,341 $402K
Cary Street Partners Financial LLC 0.01% Add +0.8% 8,316 $401K
Ameritas Advisory Services, LLC 0.02% Reduce -17.4% 8,260 $398K
Saxon Interests, Inc. 0.19% No change 9,104 $398K
Tudor Investment Corporation 0.00% Reduce -97.3% 8,170 $394K
Advisor OS, LLC 0.04% New 8,161 $394K
Empower Advisory Group, LLC 0.00% Reduce -6.8% 8,159 $394K
Bedel Financial Consulting, Inc. 0.05% No change 8,153 $393K
Maryland Capital Advisors Inc. 0.15% No change 8,108 $391K
Courage Miller Partners, LLC 0.12% Reduce -2.1% 8,097 $391K
David J Yvars Group 0.23% New 8,072 $389K
Indiana Trust & Investment Management Co 0.13% Reduce -0.3% 8,056 $389K
LMG Wealth Partners, LLC 0.08% No change 7,996 $386K
Shared Vision Wealth Group LLC 0.19% Reduce -17.4% 7,929 $385K
Eagle Rock Investment Company, LLC 0.06% Reduce -10.5% 7,950 $384K
Moss Adams Wealth Advisors LLC 0.03% Reduce -6.7% 7,942 $383K
O'shaughnessy Asset Management, LLC 0.00% Add +42.0% 7,925 $382K
Intrua Financial, LLC 0.05% Add +3.7% 7,873 $380K
First National Bank Sioux Falls 0.14% No change 7,839 $378K
Optimum Investment Advisors 0.16% Add +2.8% 7,826 $378K
Gibson Capital, LLC 0.07% No change 7,820 $377K
O'ROURKE & COMPANY, Inc 0.18% Add +0.2% 7,815 $377K
Prairieview Wealth Partners, LLC 0.39% New 7,796 $376K
Hardin Capital Partners, LLC 0.22% Add +3.2% 7,732 $374K
Inscription Capital, LLC 0.05% Reduce -18.9% 7,745 $374K
Baker Avenue Asset Management, LP 0.01% Reduce -81.1% 7,730 $373K
Sovran Advisors, LLC 0.04% New 7,704 $373K
Security Financial Services, INC. 0.06% Reduce -7.9% 7,578 $366K
First National Bank of Omaha 0.02% No change 7,570 $365K
Dorsey & Whitney Trust CO LLC 0.02% No change 7,528 $363K
Common Fund for Nonprofit Organizations 0.04% Add +1.0% 7,525 $363K
Fairway Wealth LLC 0.12% Add +16.6% 242,545 $362K
Ironwood Financial, llc 0.08% No change 8,259 $361K
Triangle Securities Wealth Management 0.09% Add +0.0% 7,395 $357K
Transcend Capital Advisors, LLC 0.03% Reduce -27.1% 7,383 $356K
Alexander Randolph Advisory, Inc. 0.32% No change 7,366 $355K
Ethos Financial Group, LLC 0.03% Reduce -62.9% 7,353 $355K
Credit Industriel Et Commercial 0.08% New 7,352 $355K
Private Trust Co. NA 0.03% Add +16.5% 7,337 $354K
Aspen Capital Management, LLC 0.10% No change 7,314 $353K
Trivium Point Advisory, LLC 0.04% No change 7,279 $351K
MMBG Investment Advisors Co. 0.03% No change 7,275 $351K
Discipline Wealth Solutions, LLC 0.13% New 7,271 $351K
Braun-Bostich & Associates Inc. 0.24% Reduce -21.2% 7,237 $349K
Ami Investment Management Inc. 0.09% Add +1.5% 7,224 $348K
Trust Co. of Toledo NA 0.04% New 7,219 $348K
Wealth Forward, LLC 0.23% No change 7,214 $348K
SOL Capital Management CO 0.03% No change 7,200 $347K
SOA Wealth Advisors, LLC. 0.06% Reduce -31.5% 7,177 $346K
Beacon Financial Group 0.04% Reduce -21.2% 7,152 $345K
American Trust 0.03% New 7,123 $344K
Fort Washington Investment Advisors Inc. 0.00% Reduce -24.9% 7,080 $342K
Capital Advisors, Ltd. LLC 0.04% No change 7,069 $341K
Empirical Asset Management, LLC 0.11% Add +0.1% 7,059 $341K
Assetmark, Inc. 0.00% Reduce -23.6% 7,049 $340K
HCR Wealth Advisors 0.04% Add +29.6% 7,041 $340K
Snowden Capital Advisors LLC 0.01% Reduce -4.9% 7,004 $338K
Griffin Asset Management, Inc. 0.04% Add +21.9% 6,962 $336K
Avior Wealth Management, LLC 0.01% Reduce -8.5% 6,944 $335K
Matrix Private Capital Group LLC 0.20% Reduce -5.4% 6,929 $334K
DDFG, Inc 0.08% New 6,891 $332K
Prime Capital Investment Advisors, LLC 0.00% Reduce -18.5% 6,889 $332K
Courier Capital LLC 0.02% Add +4.2% 6,879 $332K
Palumbo Wealth Management LLC 0.10% Add +0.9% 6,872 $331K
Toth Financial Advisory Corp. 0.04% No change 6,862 $331K
Prosperity Consulting Group, LLC 0.02% No change 6,848 $330K
Monetary Management Group Inc. 0.08% Reduce -18.0% 6,840 $330K
Cornerstone Wealth Advisors, Inc. 0.09% No change 6,820 $329K
Stephenson & Company, Inc. 0.20% No change 6,794 $328K
Jeppson Wealth Management, LLC 0.11% No change 6,765 $326K
Flputnam Investment Management Co. 0.01% No change 6,733 $325K
JTC Employer Solutions Trustee Ltd 0.03% No change 6,718 $324K
Great Valley Advisor Group, Inc. 0.01% Reduce -4.3% 6,694 $323K
Hurley Capital, LLC 0.23% Reduce -1.5% 6,687 $323K
Murphy, Middleton, Hinkle & Parker, Inc. 0.18% No change 7,379 $322K
Perennial Investment Advisors, LLC 0.03% Reduce -7.5% 6,677 $322K
Sierra Capital LLC 0.04% New 6,641 $320K
Greenup Street Wealth Management LLC 0.06% New 6,619 $319K
GW&K Investment Management, LLC 0.00% No change 6,598 $318K
CGC Financial Services, LLC 0.11% No change 6,582 $318K
Peterson Wealth Advisors, LLC 0.05% Add +1.0% 6,553 $316K
Chemistry Wealth Management LLC 0.07% Reduce -10.3% 6,529 $315K
Oarsman Capital, Inc. 0.05% Add +1.6% 6,507 $314K
Topel & Distasi Wealth Management, LLC 0.16% Add +2.4% 6,464 $312K
Ramirez Asset Management, Inc. 0.05% Add +58.9% 6,462 $312K
Archford Capital Strategies, LLC 0.04% Reduce -3.2% 6,439 $311K
17 Capital Partners, LLC 0.18% Add +6.2% 6,403 $309K
Chung Wu Investment Group, LLC 0.32% New 6,400 $309K
Northwest Capital Management Inc 0.17% Reduce -1.6% 6,338 $306K
Capital Square, LLC 0.16% Add +13.4% 6,322 $305K
Atlantic Edge Private Wealth Management, LLC 0.08% No change 6,310 $304K
Forum Private Client Group LLC 0.12% Add +0.2% 6,304 $304K
Sage Rhino Capital LLC 0.06% No change 6,288 $303K
Parthenon LLC 0.03% No change 6,276 $303K
Mgo One Seven LLC 0.01% Reduce -13.0% 6,271 $303K
WASHINGTON TRUST Co 0.01% No change 6,249 $301K
BlackDiamond Wealth Management, LLC 0.17% Reduce -0.4% 6,227 $301K
Proffitt & Goodson Inc. 0.05% Reduce -23.9% 6,237 $301K
Dearborn Partners LLC 0.01% No change 6,233 $301K
Windsor Capital Management, LLC 0.09% Reduce -15.0% 6,222 $300K
Beacon Bank & Trust 0.07% No change 6,176 $298K
Retirement Planning Co of New England, Inc. 0.13% Reduce -2.2% 6,160 $297K
Tsfg, LLC 0.05% Reduce -13.8% 6,145 $296K
Wealth Preservation Advisors, LLC 0.18% No change 6,126 $296K
Wealth Dimensions Group, Ltd. 0.06% Reduce -1.9% 6,108 $295K
CVA Family Office, LLC 0.04% Add +4.6% 6,081 $293K
Pennington Partners & Co., LLC 0.16% Add +0.0% 6,080 $293K
Frederick Financial Consultants, LLC 0.18% Reduce -12.7% 6,059 $292K
Hoey Investments, Inc. 0.04% Add +0.2% 6,042 $291K
Harbour Capital Advisors, LLC 0.06% No change 5,984 $290K
Cape Cod Five Cents Savings Bank 0.03% No change 6,330 $290K
Rothschild Investment LLC 0.02% No change 6,009 $290K
Boyum Wealth Architects LLC 0.21% New 6,000 $289K
Douglass Winthrop Advisors, LLC 0.01% No change 6,000 $289K
Essex Financial Services, Inc. 0.02% New 5,991 $289K
Atlantic Union Bankshares Corp 0.01% New 5,987 $289K
GWN Securities Inc. 0.05% Reduce -80.8% 5,957 $288K
LCNB Corp. 0.10% Reduce -10.0% 5,966 $288K
LM Advisors LLC 0.04% No change 5,940 $287K
Acorn Financial Advisory Services Inc. 0.05% Add +14.4% 5,943 $287K
Vermillion Wealth Management, Inc. 0.14% Reduce -4.3% 5,916 $285K
GHP Investment Advisors, Inc. 0.01% Add +0.1% 5,911 $285K
Breed's Hill Capital LLC 0.14% No change 5,890 $284K
Peak Asset Management, LLC 0.05% No change 5,865 $283K
Well Done, LLC 0.05% Reduce -0.0% 5,848 $282K
Tradition Wealth Management, LLC 0.02% Add +0.8% 5,836 $282K
Idaho Trust Co 0.10% Reduce -11.0% 5,834 $281K
Walkner Condon Financial Advisors LLC 0.05% Add +6.5% 5,828 $281K
Brown Brothers Harriman & Co. 0.00% Reduce -25.0% 5,764 $278K
Cim, LLC 0.04% New 5,747 $277K
Genus Capital Management Inc. 0.04% Reduce -3.8% 5,725 $276K
Frisch Financial Group, Inc. 0.07% Add +0.8% 5,719 $276K
5T Wealth, LLC 0.14% New 5,666 $273K
Compound Planning, Inc. 0.01% Add +4.3% 5,665 $273K
Canal Capital Management, LLC 0.04% Reduce -2.3% 5,642 $272K
Lowe Brockenbrough & Co. Inc. 0.02% No change 5,609 $271K
Sigma Investment Counselors Inc. 0.01% Reduce -30.4% 5,594 $270K
Sentry LLC 0.05% No change 5,564 $268K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -6.7% 5,564 $268K
Aprio Wealth Management, LLC 0.03% Reduce -17.6% 5,563 $268K
Venturi Wealth Management, LLC 0.01% New 5,551 $268K
First Bancorp, Inc 0.15% Reduce -8.3% 5,532 $267K
Van Hulzen Asset Management, LLC 0.02% New 5,531 $267K
Noble Family Wealth, LLC 0.06% No change 5,500 $265K
Sage Mountain Advisors LLC 0.02% Reduce -3.3% 5,492 $265K
Bordeaux Wealth Advisors LLC 0.03% Reduce -5.6% 5,472 $264K
Live Oak Private Wealth LLC 0.04% No change 5,453 $263K
FDx Advisors, Inc. 0.08% Reduce -0.1% 5,450 $263K
Wernau Asset Management Inc. 0.30% Reduce -26.9% 5,440 $262K
Stillwater Capital Advisors, LLC 0.03% Add +0.4% 5,439 $262K
Kanawha Capital Management LLC 0.02% No change 5,439 $262K
Kraematon Investment Advisors, Inc. 0.25% Add +0.8% 5,408 $261K
MCF Advisors LLC 0.02% Add +43.6% 5,370 $259K
Partners in Financial Planning 0.05% Add +0.1% 5,351 $258K
Accelerate Investment Advisors LLC 0.19% New 5,340 $258K
Nicolet Advisory Services, LLC 0.02% Reduce -6.1% 5,327 $257K
HORAN Wealth, LLC 0.08% — 5,315 $256K
Signal Advisors Wealth, LLC 0.02% New 5,309 $256K
SageView Advisory Group, LLC 0.01% Reduce -5.1% 5,207 $256K
SPC Financial, Inc. 0.02% No change 5,300 $256K
Koshinski Asset Management, Inc. 0.02% Add +1.0% 5,232 $252K
1900 Wealth Management LLC 0.02% Reduce -8.3% 5,207 $251K
Clark Asset Management, LLC 0.03% No change 5,174 $250K
Consilium Wealth Advisory, LLC 0.10% New 5,155 $249K
Gallacher Capital Management LLC 0.12% No change 5,151 $248K
PBMares Wealth Management LLC 0.05% No change 5,138 $248K
Apexium Financial, LP 0.01% New 5,138 $248K
Charles Schwab Trust Co 0.02% No change 5,127 $247K
Altman Advisors, Inc. 0.10% New 5,112 $247K
Alpha Omega Wealth Management LLC 0.04% Reduce -1.5% 5,108 $246K
1834 Investment Advisors Co. 0.03% No change 5,100 $246K
Truefg, LLC 0.07% Add +2.2% 5,096 $246K
Transcendent Capital Group LLC 0.13% Add +0.2% 5,085 $245K
Private Wealth Management Group, LLC 0.08% No change 5,062 $244K
Evelyn Partners Investment Management LLP 0.01% Add +42.3% 5,050 $244K
Global Strategic Investment Solutions, LLC 0.03% Add +1.0% 5,020 $242K
Keebeck Wealth Management 0.03% Reduce -17.5% 5,008 $242K
Main Management LLC 0.02% No change 5,000 $241K
Summit Financial, LLC 0.01% New 4,995 $241K
Union Savings Bank 0.11% No change 4,942 $240K
Old Second National Bank of Aurora 0.05% No change 4,969 $240K
Waterford Advisors, LLC 0.09% Reduce -79.0% 1,041 $240K
Private Wealth Group, LLC 0.13% No change 4,960 $239K
Gill Capital Partners, LLC 0.08% Add +0.0% 4,955 $239K
QRG Capital Management, Inc. 0.00% Add +6.2% 4,951 $239K
Novak & Powell Financial Services, Inc. 0.16% Reduce -45.3% 4,918 $237K
Concord Asset Management, LLC 0.04% New 4,895 $236K
Concord Wealth Partners 0.03% Add +1.6% 4,895 $236K
Valtinson Bruner Financial Planning LLC 0.07% Reduce -4.3% 4,891 $236K
Marion Wealth Management 0.06% No change 4,877 $235K
Arete Wealth Advisors, LLC 0.02% New 4,875 $235K
Kovack Advisors, Inc. 0.02% New 4,851 $234K
Investment Advisory Group, LLC 0.07% Add +0.0% 4,840 $233K
North Berkeley Wealth Management, LLC 0.21% Reduce -0.3% 4,835 $233K
Dentgroup LLC 0.16% Reduce -6.3% 4,817 $232K
Corundum Trust Company, INC 0.61% No change 4,810 $232K
Greenwich Wealth Management LLC 0.01% No change 4,800 $232K
Boothbay Fund Management, LLC 0.01% New 4,800 $232K
Focus Financial Network, Inc. 0.01% Reduce -3.1% 4,776 $230K
AdvisorNet Financial, Inc 0.01% Reduce -12.1% 4,770 $230K
Note Advisors, LLC 0.16% Reduce -3.7% 4,762 $230K
Financial Advisory Corp 0.04% Add +0.6% 4,761 $230K
Moors & Cabot, Inc. 0.01% Add +2.8% 4,730 $228K
Hedges Asset Management LLC 0.18% No change 4,700 $227K
Eastern Bank 0.00% Add +44.6% 4,690 $226K
SeaCrest Wealth Management, LLC 0.02% Add +0.1% 4,673 $225K
Redwood Park Advisors LLC 0.17% Add +12.5% 4,665 $225K
Atwood & Palmer Inc. 0.01% Reduce -3.5% 4,623 $223K
Aegis Wealth Management LLC 0.13% Reduce -40.7% 5,093 $223K
Up Strategic Wealth Investment Advisors LLC 0.17% Reduce -1.6% 4,602 $222K
Ellis Investment Partners, LLC 0.04% New 4,562 $220K
Citizens Business Bank 0.04% New 4,536 $219K
Wealthstream Advisors, Inc. 0.04% New 4,527 $218K
Thomasville National Bank 0.01% Reduce -7.5% 4,522 $218K
Beacon Bridge Wealth Partners, LLC 0.09% New 4,521 $218K
Stevens Capital Management LP 0.06% New 4,520 $218K
Sachetta, LLC 0.09% Add +0.1% 4,507 $217K
Kickstand Ventures, Llc. 0.05% Reduce -56.2% 4,492 $217K
Strategic Investment Advisors / MI 0.02% New 4,491 $217K
Smith & Howard Wealth Management, LLC 0.06% Reduce -31.3% 4,490 $217K
Silver Oak Securities, Incorporated 0.02% New 4,490 $217K
Pettinga Financial Advisors LLC 0.05% Reduce -13.5% 4,488 $217K
Western Wealth Management, LLC 0.01% New 4,486 $216K
Fiduciary Financial Group, LLC 0.04% New 4,474 $216K
Minot DeBlois Advisors LLC 0.20% No change 4,480 $216K
Hills Bank & Trust Co 0.01% Reduce -52.8% 4,479 $216K
IFG Advisors, LLC 0.04% New 4,418 $213K
Alesco Advisors, LLC, An ESL Co 0.01% New 4,415 $213K
Jackson Hole Capital Partners, LLC 0.04% No change 4,392 $212K
Triad Wealth Partners, LLC 0.04% New 4,364 $211K
SFG Wealth Management, LLC. 0.13% New 4,344 $210K
Centricity Wealth Management, LLC 0.17% Add +8.1% 4,321 $208K
TFB Advisors LLC 0.05% New 4,321 $208K
Claro Advisors Inc. 0.03% Reduce -13.5% 4,319 $208K
Ausdal Financial Partners, Inc. 0.01% New 4,315 $208K
Banque Transatlantique SA 0.01% New 4,298 $207K
Anb Bank 0.09% Reduce -73.8% 4,289 $207K
Key Client Fiduciary Advisors, LLC 0.08% New 4,270 $206K
Creekside Partners 0.10% New 4,204 $203K
Cordant, Inc. 0.10% No change 4,199 $203K
Wedbush Securities Inc. 0.01% New 4,167 $201K
CX Institutional 0.01% Add +1.5% 4,133 $199K
Friedenthal Financial 0.11% No change 4,092 $197K
Larson Financial Group LLC 0.01% Reduce -44.1% 4,040 $195K
UMB Bank, n.a. 0.00% Reduce -19.2% 4,013 $194K
Proathlete Wealth Management LLC 0.06% Add +1.0% 3,998 $193K
Physician Wealth Advisors, Inc. 0.03% Add +8.9% 3,908 $189K
AlphaCore Capital LLC 0.01% Add +22.3% 3,899 $188K
Clearstead Trust, LLC 0.04% No change 3,830 $185K
Banque Cantonale Vaudoise 0.01% No change 3,656 $176K
Breakwater Investment Management 0.07% No change 3,601 $174K
EverSource Wealth Advisors, LLC 0.01% Reduce -23.1% 3,485 $168K
Ritter Daniher Financial Advisory LLC / DE 0.04% No change 3,470 $167K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -74.4% 3,395 $164K
Murphy & Mullick Capital Management Corp 0.13% Add +3.3% 3,341 $162K
Winch Advisory Services, LLC 0.04% Add +5710.5% 3,312 $160K
SouthState Bank Corp 0.01% Add +0.1% 3,271 $158K
Bristlecone Advisors, LLC 0.01% Add +15.8% 3,150 $152K
Mascoma Wealth Management LLC 0.03% Add +0.1% 3,111 $150K
Oxford Financial Group, LTD. LLC 0.01% Add +0.3% 3,095 $149K
MRP Capital Investments, LLC 0.10% No change 3,000 $145K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +0.9% 2,978 $144K
American National Bank & Trust 0.01% Reduce -13.8% 2,964 $143K
Garde Capital, Inc. 0.01% No change 2,916 $141K
Thompson Investment Management, Inc. 0.02% No change 2,820 $136K
PrairieView Partners, LLC 0.01% No change 2,830 $136K
Robinswood Financial LLC 0.05% Reduce -0.5% 2,789 $135K
Elequin Capital, LP 0.04% Add +97.9% 2,772 $134K
1620 Investment Advisors, Inc. 0.10% No change 2,720 $131K
Cherry Tree Wealth Management, LLC 0.03% No change 2,689 $130K
Hazlett, Burt & Watson, Inc. 0.05% Reduce -1.5% 2,672 $128K
Topsail Wealth Management, LLC 0.02% No change 2,652 $128K
Hilltop National Bank 0.03% — 2,640 $127K
Lowe Wealth Advisors, LLC 0.05% No change 2,640 $127K
Boreal Capital Management LLC 0.12% — 2,520 $122K
Joseph Group Capital Management 0.04% Reduce -3.0% 2,502 $121K
CSS LLC 0.02% Add +3105.1% 2,500 $121K
Eisler Capital Management Ltd. 0.00% New 2,500 $121K
First United Bank & Trust 0.04% Reduce -4.0% 2,415 $117K
2UniFi Bank 0.07% Add +39.9% 2,402 $116K
Brooklyn Investment Group 0.01% New 2,298 $111K
Ameliora Wealth Management Ltd. 0.04% No change 2,256 $109K
FAS Wealth Partners, Inc. 0.01% Add +0.8% 2,244 $108K
Coston, McIsaac & Partners 0.03% No change 2,257 $108K
City State Bank 0.03% No change 2,230 $108K
Park Square Financial Group, LLC 0.08% Reduce -84.6% 2,228 $107K
Angeles Wealth Management, LLC 0.01% Reduce -63.4% 2,193 $106K
EPG Wealth Management LLC 0.03% Reduce -17.8% 2,153 $104K
Choate Investment Advisors 0.00% New 2,148 $104K
Copia Wealth Management 0.09% Add +33.2% 2,111 $102K
Cape Investment Advisory, Inc. 0.04% Add +0.2% 2,104 $101K
Capital Analysts, LLC 0.00% Add +0.1% 2,091 $101K
Asset Dedication, LLC 0.01% Add +0.5% 2,086 $101K
Curat Global, LLC 0.10% No change 2,072 $100K
MJT & Associates Financial Advisory Group, Inc. 0.12% No change 2,028 $98K
Castleark Management LLC 0.00% Reduce -98.1% 2,000 $96K
Caldwell Trust Co 0.01% No change 1,910 $92K
Pin Oak Investment Advisors Inc. 0.08% Reduce -4.3% 2,096 $91K
Stonehage Fleming Financial Services Holdings Ltd 0.00% Reduce -20.0% 1,842 $89K
WealthCollab, LLC 0.05% No change 1,840 $89K
Brown, Lisle/Cummings, Inc. 0.02% Add +305.9% 1,725 $83K
CENTRAL TRUST Co 0.00% Reduce -4.3% 1,674 $81K
ORG Partners LLC 0.02% Add +20.7% 1,638 $79K
LRI Investments, LLC 0.01% Reduce -0.8% 1,624 $78K
Rosenberg Matthew Hamilton 0.02% No change 1,608 $78K
Capital Investment Advisory Services, LLC 0.01% Add +28.7% 1,593 $77K
CarsonAllaria Wealth Management, Ltd. 0.04% Add +29.5% 1,585 $77K
Resources Management Corp. /CT/ 0.01% No change 1,584 $76K
GAMMA Investing LLC 0.00% Reduce -1.5% 1,509 $73K
Blume Capital Management, Inc. 0.01% No change 1,500 $72K
FSA Wealth Management LLC 0.03% Add +0.5% 1,485 $72K
Sound Income Strategies, LLC 0.00% Add +55.0% 1,476 $71K
Bfsg, LLC 0.01% Reduce -3.2% 1,467 $71K
Piscataqua Savings Bank 0.06% New 1,460 $70K
Hanson & Doremus Investment Management 0.01% No change 1,453 $70K
Arax Advisory Partners 0.00% Add +129.5% 1,432 $69K
West Financial Advisors, LLC 0.01% No change 1,418 $68K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 1,384 $67K
Rialto Wealth Management, LLC 0.02% No change 1,364 $66K
Founders Financial Alliance, LLC 0.01% Add +1.0% 1,338 $65K
Caldwell Sutter Capital, Inc. 0.03% No change 1,286 $62K
Tidemark, LLC 0.02% No change 1,259 $61K
Curio Wealth, LLC 0.03% New 1,241 $60K
LOM Asset Management Ltd 0.02% — 1,150 $56K
Raffa Wealth Management, LLC 0.01% Add +1.1% 1,158 $56K
Armor Investment Advisors, LLC 0.02% No change 1,150 $55K
Strategic Wealth Partners, Ltd. 0.00% — 1,136 $55K
Ameriflex Group, Inc. 0.03% Reduce -80.8% 1,135 $55K
Angeles Investment Advisors, LLC 0.00% New 1,133 $55K
Twin Peaks Wealth Advisors, LLC 0.02% New 1,084 $54K
Manchester Capital Management LLC 0.01% Reduce -97.1% 1,117 $54K
MGB Wealth Management, LLC 0.02% New 1,100 $53K
North Capital, Inc. 0.05% No change 1,095 $53K
Evermay Wealth Management LLC 0.01% No change 1,067 $51K
BOK Financial Private Wealth, Inc. 0.00% No change 1,053 $51K
JNBA Financial Advisors 0.00% No change 1,039 $50K
Financial Gravity Companies, Inc. 0.01% — 1,000 $48K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 937 $45K
Smallwood Wealth Investment Management, LLC 0.03% No change 937 $45K
Compass Planning Associates Inc 0.04% Add +0.9% 862 $42K
McIlrath & Eck, LLC 0.00% No change 842 $41K
Peterson Wealth Services 0.01% No change 825 $40K
Teachers Insurance & Annuity Association of America 0.05% No change 810 $39K
Pacific Center for Financial Services 0.01% No change 789 $38K
Duncker Streett & Co. Inc. 0.01% No change 785 $38K
Gen-Wealth Partners Inc 0.01% Add +1.3% 779 $38K
Centennial Bank 0.02% No change 765 $37K
Gladwyn Financial Advisors, Inc. 0.03% — 731 $35K
Navigoe, LLC 0.03% No change 732 $35K
Tower Research Capital LLC (TRC) 0.00% Reduce -79.5% 724 $35K
Hemington Wealth Management 0.00% New 711 $34K
Traub Capital Management LLC 0.03% — 699 $34K
Pillar Financial Advisors, LLC 0.02% No change 673 $32K
Center for Financial Planning, Inc. 0.00% Add +0.5% 666 $32K
Financial Perspectives, Inc 0.01% Reduce -7.7% 646 $31K
St Germain D J Co. Inc. 0.00% Reduce -4.3% 638 $31K
Creative Capital Management Investments LLC 0.01% No change 600 $29K
Fairscale Capital, LLC 0.02% No change 590 $29K
Financial Freedom, LLC 0.01% Add +0.9% 571 $28K
Anchor Investment Management, LLC 0.00% No change 571 $28K
Covenant Partners, LLC 0.01% Add +9.7% 566 $27K
Maseco LLP 0.00% — 566 $27K
Front Row Advisors LLC 0.01% No change 540 $26K
Tompkins Financial Corp. 0.00% New 539 $26K
Ssa Swiss Advisors AG 0.01% No change 520 $26K
South Plains Financial, Inc. 0.02% No change 504 $24K
Gables Capital Management Inc. 0.01% No change 500 $24K
Biltmore Family Office, LLC 0.00% No change 500 $24K
Global Trust Asset Management, LLC 0.01% No change 496 $24K
Accredited Wealth Management, LLC 0.02% Add +57.0% 482 $23K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -31.5% 471 $23K
LGT Financial Advisors LLC 0.06% Reduce -19.2% 468 $23K
Stone House Investment Management, LLC 0.00% Add +13.2% 446 $22K
CNB Bank 0.01% No change 432 $21K
Pension & Wealth Management Advisors, Inc. 0.01% Add +170.9% 428 $21K
Register Financial Advisors LLC 0.01% Add +1.0% 420 $20K
Wolff Wiese Magana LLC 0.01% No change 420 $20K
Plante Moran Financial Advisors, LLC 0.00% New 412 $20K
Abound Wealth Management 0.01% Add +1.0% 402 $19K
Foster Dykema Cabot & Partners, LLC 0.00% No change 392 $19K
Luminist Capital LLC 0.02% Add +1.1% 384 $19K
Avion Wealth 0.00% No change 385 $18K
Motco 0.00% Add +6.0% 354 $17K
Golden State Wealth Management, LLC 0.00% Add +0.6% 354 $17K
Templeton & Phillips Capital Management, LLC 0.01% No change 343 $17K
Adirondack Trust Co. 0.01% No change 340 $16K
Longview Financial Advisors LLC 0.01% No change 331 $16K
Bangor Savings Bank 0.00% Reduce -82.5% 327 $16K
DiNuzzo Private Wealth, Inc. 0.00% No change 326 $16K
Fortitude Family Office, LLC 0.01% New 324 $16K
Mechanics Financial Corp 0.01% No change 305 $15K
Arcadia Investment Management Corp. 0.00% No change 300 $14K
Alpine Bank Wealth Management 0.00% No change 300 $14K
Ameritas Investment Partners, Inc. 0.00% No change 300 $14K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 280 $14K
Guardian Wealth Advisors, LLC / NC 0.00% No change 274 $13K
Highline Wealth Partners LLC 0.00% No change 272 $13K
Talon Private Wealth, LLC 0.00% New 270 $13K
Smartleaf Asset Management LLC 0.00% New 270 $13K
Strategic Investment Solutions, Inc. 0.00% Add +1.1% 267 $13K
Bogart Wealth, LLC 0.00% Add +3.7% 250 $12K
Westside Investment Management, Inc. 0.00% No change 245 $12K
Fairman Group, LLC 0.01% No change 237 $11K
Millstone Evans Group, LLC 0.01% No change 231 $11K
Beaird Harris Wealth Management, LLC 0.00% Reduce -34.6% 229 $11K
Creative Financial Designs Inc. 0.00% Reduce -10.6% 228 $11K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 225 $11K
Pacifica Partners Inc. 0.00% No change 213 $10K
Providence Capital Advisors, LLC 0.00% New 190 $9K
Morling Financial Advisors, LLC 0.00% No change 186 $9K
Aberdeen Wealth Management LLC 0.01% New 180 $9K
Princeton Global Asset Management LLC 0.00% New 180 $9K
High Note Wealth, LLC 0.00% No change 168 $8K
Archer Investment Corp 0.00% No change 165 $8K
Russell Investments Group, Ltd. 0.00% Add +0.7% 156 $8K
West Paces Advisors Inc. 0.00% Reduce -6.1% 155 $7K
MTM Investment Management, LLC 0.00% Add +0.7% 151 $7K
SIMA Wealth Partners, LLC 0.01% No change 150 $7K
Granite FO LLC 0.00% No change 138 $7K
Dunhill Financial, LLC 0.00% Reduce -85.5% 135 $7K
Horizon Investments, LLC 0.00% Reduce -10.9% 131 $6K
DHJJ Financial Advisors, Ltd. 0.00% Reduce -19.6% 127 $6K
American Capital Advisory, LLC 0.00% No change 126 $6K
ESL Trust Services, LLC 0.00% No change 125 $6K
Cheviot Value Management, LLC 0.00% No change 120 $6K
Kiker Wealth Management, LLC 0.00% Reduce -51.6% 122 $6K
Ballast Advisors LLC 0.00% No change 119 $6K
one8zero8, LLC 0.00% Reduce -60.3% 119 $6K
Creekmur Asset Management LLC 0.00% Reduce -76.9% 117 $6K
Windsor Advisory Group, LLC 0.01% New 115 $6K
Quest 10 Wealth Builders, Inc. 0.01% No change 110 $5K
Investors Research Corp 0.00% No change 110 $5K
DB Fitzpatrick & Co, Inc 0.00% No change 101 $5K
Legacy Bridge, LLC 0.00% No change 100 $5K
Versant Capital Management, Inc 0.00% No change 99 $5K
IMG Wealth Management, Inc. 0.00% Add +1.1% 93 $4K
Greykasell Wealth Strategies, Inc. 0.00% No change 90 $4K
Ironwood Wealth Management, LLC. 0.00% No change 80 $4K
Horrell Capital Management, Inc. 0.00% No change 75 $4K
Insight Inv LLC 0.00% Reduce -18.9% 73 $4K
Hollencrest Capital Management 0.00% No change 71 $3K
Comprehensive Financial Planning, Inc. 0.00% Add +1.7% 61 $3K
Compass Financial Services Inc 0.00% No change 50 $2K
Howe & Rusling Inc. 0.00% No change 50 $2K
Islay Capital Management, LLC 0.00% No change 42 $2K
HHM Wealth Advisors, LLC 0.00% Add +2.8% 37 $2K
Battery Global Advisors, LLC 0.00% Reduce -59.3% 33 $2K
Gleason Group, Inc. 0.00% No change 32 $2K
Phillips Financial Management, LLC 0.00% New 25 $1K
Koesten, Hirschmann & Crabtree, INC. 0.00% New 23 $1K
Addison Advisors LLC 0.00% No change 22 $1K
Hager Investment Management Services, LLC 0.00% No change 21 $1K
Beacon Capital Management, LLC 0.00% No change 21 $1K
Nemes Rush Group LLC 0.00% No change 20 $965
Integrity Financial Corp 0.00% No change 18 $868
GPS Wealth Strategies Group, LLC 0.00% No change 18 $868
Financial Management Professionals, Inc. 0.00% No change 17 $820
Country Trust Bank 0.00% No change 16 $772
GoalVest Advisory LLC 0.00% Reduce -50.0% 13 $627
TD Capital Management LLC 0.00% No change 10 $482
Darwin Wealth Management, LLC 0.00% No change 8 $391
PayPay Securities Corp 0.01% Reduce -14.3% 6 $289
Main Street Group, LTD 0.00% New 4 $193
FNY Investment Advisers, LLC 0.00% New 13 $0

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