iShares MSCI Emerging MarketEEMETF

13F holders, Q3 2025 (September 30)
1,416holders +59
126new positions
61sold out
9famous investors
$53.69avg. 13F price*

At the end of Q3 2025, 1,416 institutions reported holding iShares MSCI Emerging Market (EEM) in their 13F filings, up 59 from Q2 2025. 126 opened new positions and 61 sold out. The largest holders were Morgan Stanley ($1.8B), Bank of America Corp. ($1.5B) and BlackRock, Inc. ($816.1M). 9 famous investors held it, including Stanley Druckenmiller (2.6% of Duquesne Family Office's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions126$754.0M
Exits61$184.5M

All 13F filers, Q2 2025 → Q3 2025: 50,295,039 shares bought and 44,967,331 shares sold, net +5,327,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,416 holders

Morgan Stanley 0.11% Add +25.4% 33,871,651 $1.8B
Bank of America Corp. 0.11% Add +4.8% 28,240,532 $1.5B
BlackRock, Inc. 0.01% Reduce -2.3% 15,282,918 $816.1M
Goldman Sachs Group Inc. 0.09% Reduce -7.9% 12,281,104 $655.8M
Wells Fargo & Company 0.13% Add +6.4% 11,647,943 $622.0M
UBS Group AG 0.11% Add +20.2% 10,639,794 $568.2M
Retirement Systems of Alabama 1.62% Reduce -0.1% 9,131,302 $487.6M
HSBC Holdings PLC 0.29% Add +491.5% 9,113,366 $484.3M
JPMorgan Chase & Co. 0.03% Reduce -34.3% 7,916,328 $422.7M
Clal Insurance Enterprises Holdings Ltd 3.10% New 7,626,040 $407.2M
Barclays PLC 0.10% Add +48.9% 4,886,846 $261.0M
PNC Financial Services Group, Inc. 0.15% Reduce -3.0% 4,497,198 $240.2M
Citigroup Inc. 0.16% Reduce -46.5% 4,264,199 $227.7M
Bank of Montreal 0.09% Add +2.6% 3,816,239 $203.8M
Bank of New York Mellon Corp 0.04% Add +4.2% 3,773,153 $201.5M
Board of Trustees of The Leland Stanford Junior University 22.24% No change 3,543,452 $189.2M
Citadel Advisors 0.15% Add +136.5% 3,416,041 $182.4M
US Bancorp \de 0.21% Reduce -0.0% 3,307,293 $176.6M
LPL Financial LLC 0.05% Add +17.4% 3,205,376 $171.2M
BNP Paribas Financial Markets 0.13% Reduce -21.9% 3,179,303 $169.8M
Royal Bank of Canada 0.03% Reduce -35.1% 2,859,104 $152.7M
State of Wisconsin Investment Board 0.31% Reduce -1.0% 2,528,628 $135.0M
Mariner, LLC 0.16% Add +23.8% 2,324,614 $124.1M
Envestnet Asset Management Inc. 0.03% Reduce -0.8% 2,259,878 $120.7M
Gemsstock Ltd. 22.38% Reduce -36.2% 52,000 $108.8M
National Bank of Canada 0.12% Add +21534.2% 1,979,092 $105.7M
Hirtle & Co., LLC 4.07% Reduce -0.1% 1,928,580 $103.0M
Cassaday & Co Wealth Management LLC 2.37% Reduce -1.4% 1,927,919 $103.0M
Duquesne Family Office 2.58% New 1,900,000 $101.5M
Man Group plc 0.20% Add +10.5% 1,869,237 $99.8M
Raymond James Financial Inc. 0.03% Reduce -8.2% 1,866,337 $99.7M
Jain Global LLC 1.28% Reduce -5.8% 1,728,015 $92.3M
Absolute Gestao de Investimentos Ltda. 11.85% Reduce -5.9% 1,680,077 $89.7M
Jane Street Group, LLC 0.10% Reduce -85.8% 1,583,852 $84.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.65% Reduce -65.7% 1,588,068 $84.6M
Greenleaf Trust 0.76% Reduce -6.9% 1,571,407 $83.9M
Total Investment Management Inc. 10.76% Reduce -2.8% 1,550,639 $82.8M
SPX Gestao de Recursos Ltda 6.62% Add +1133.3% 1,480,000 $79.0M
Capula Management Ltd 0.59% Add +252.4% 1,475,934 $78.8M
Regions Financial Corp. 0.50% Reduce -2.5% 1,439,689 $76.9M
USA Financial Formulas 11.92% Reduce -9.9% 1,266,688 $67.6M
HighTower Advisors, LLC 0.07% Add +1.0% 1,204,723 $64.3M
Ameriprise Financial Inc. 0.01% Add +34.6% 1,193,926 $63.9M
Vontobel Holding Ltd. 0.20% Add +3.5% 1,173,344 $62.7M
Thrivent Financial for Lutherans 0.12% Add +14.7% 1,156,491 $61.8M
Halbert Hargrove Global Advisors, LLC 3.01% Reduce -3.3% 1,150,856 $61.5M
Connable Office Inc. 5.62% Reduce -1.8% 1,133,736 $60.5M
FMR LLC 0.00% Add +0.3% 1,119,038 $59.8M
Banco Santander, S.A. 0.53% Add +3.5% 1,111,478 $59.4M
Keybank National Association 0.18% Reduce -1.6% 949,185 $50.7M
Cetera Investment Advisers 0.06% Add +70.0% 941,736 $50.3M
Acadian Asset Management LLC 0.09% Add +28.0% 941,731 $50.3M
Northern Trust Corp. 0.01% Reduce -0.5% 883,095 $47.2M
Resona Asset Management Co.,Ltd. 0.21% Add +271.6% 837,249 $44.7M
Modern Wealth Management, LLC 0.88% Reduce -36.1% 833,302 $44.5M
Corient Private Wealth LP 0.07% Reduce -74.6% 823,306 $44.0M
Invesco Ltd. 0.01% Reduce -61.0% 814,128 $43.5M
Deutsche Bank AG 0.01% Add +10.9% 808,676 $43.2M
Mitsubishi UFJ Trust & Banking Corp 0.09% Add +1.2% 806,554 $43.1M
Focus Partners Wealth 0.07% Add +65.6% 796,646 $42.5M
M&T Bank Corp 0.14% Reduce -3.5% 793,011 $42.3M
Wilmington Savings Fund Society, FSB 0.99% Add +0.5% 769,632 $41.1M
Fifth Third Bancorp 0.13% Reduce -0.7% 750,286 $40.1M
Erste Asset Management GmbH 0.39% Add +0.8% 750,819 $40.0M
Allianz Asset Management GmbH 0.05% Add +51.6% 740,612 $39.5M
Harbor Capital Advisors, Inc. 2.99% Add +464.0% 719,643 $38.4M
Creative Planning 0.03% Reduce -1.4% 701,535 $37.5M
Stifel Financial Corp. 0.03% Add +3.7% 683,944 $36.5M
Provenance Wealth Advisors, LLC 4.70% Add +3.5% 680,340 $36.3M
Osaic Holdings, Inc. 0.05% Add +29.4% 657,409 $34.3M
Advisors Preferred, LLC 5.03% Add +61.2% 632,797 $34.1M
Pictet North America Advisors SA 2.95% Add +477.0% 589,120 $31.5M
Amarillo National Bank 5.35% Reduce -2.7% 569,816 $30.4M
CIBC Private Wealth Group LLC 0.05% Reduce -3.3% 565,456 $30.2M
Qube Research & Technologies Ltd 0.04% Reduce -8.8% 558,663 $29.8M
Brevan Howard Capital Management LP 0.43% New 554,190 $29.6M
Comerica Bank 0.11% Reduce -1.1% 550,179 $29.4M
New Harbor Financial Group, LLC 5.91% Add +2.4% 545,907 $29.2M
Northwestern Mutual Wealth Management Co. 0.02% Add +16.0% 535,496 $28.6M
Quent Capital, LLC 2.38% Reduce -1.4% 530,930 $28.4M
Barings LLC 0.55% Reduce -6.5% 530,684 $28.3M
Commonwealth Equity Services, LLC 0.04% Reduce -5.2% 524,700 $28.0M
Rockefeller Capital Management L.P. 0.05% Add +9.6% 520,245 $27.8M
Allstate Corp. 0.63% Reduce -52.9% 515,845 $27.5M
Franklin Resources Inc. 0.01% Reduce -3.0% 500,714 $26.7M
Truist Financial Corp. 0.03% Add +3.9% 482,160 $25.7M
Wealth Enhancement Advisory Services, LLC 0.04% Add +9.0% 472,835 $25.6M
Victory Capital Management Inc. 0.01% Reduce -16.7% 475,337 $25.4M
Pinkerton Wealth, LLC 2.72% Reduce -17.5% 473,392 $25.3M
Glenmede Investment Management, LP 0.12% Add +1.7% 466,312 $24.9M
Clear Creek Financial Management, LLC 2.06% Reduce -3.4% 444,941 $23.8M
Baird Financial Group, Inc. 0.04% Add +0.2% 436,486 $23.3M
Susquehanna International Group, LLP 0.03% Reduce -48.1% 434,028 $23.2M
Cibc World Market Inc. 0.05% Reduce -4.8% 425,604 $22.7M
Cambridge Investment Research Advisors, Inc. 0.06% Add +11.4% 422,043 $22.5M
Wit, LLC 0.50% No change 412,144 $22.0M
Captrust Financial Advisors 0.04% Reduce -4.2% 398,969 $21.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% No change 397,363 $21.2M
Financiere des Professionnels - Fonds d'investissement inc. 1.21% No change 392,000 $20.9M
Granite Bay Wealth Management, LLC 5.44% Add +3.8% 391,420 $20.9M
Allianz SE 0.43% Add +2.3% 383,216 $20.5M
Caxton Associates LLP 0.56% New 382,885 $20.4M
Cerity Partners LLC 0.03% Reduce -0.7% 377,792 $20.2M
Capstone Investment Advisors, LLC 0.22% No change 377,444 $20.2M
Caisse de depot et placement du Quebec 0.04% Add +131.7% 374,444 $20.0M
Coldstream Capital Management Inc. 0.27% Add +6.2% 374,279 $20.0M
Mackenzie Financial Corp. 0.02% New 365,000 $19.5M
Checchi Capital Advisers, LLC 1.32% Reduce -63.9% 360,342 $19.2M
Mercer Global Advisors Inc. 0.03% Add +31.4% 355,082 $19.0M
Okabena Investment Services Inc. 3.55% Reduce -6.0% 341,986 $18.3M
FineMark National Bank & Trust 0.59% Reduce -6.2% 339,623 $18.1M
Point72 Asset Management 0.04% Add +42.5% 335,000 $17.9M
Sei Investments Co. 0.02% Add +184.5% 326,239 $17.4M
Prudential PLC 0.12% Add +6.6% 315,050 $16.8M
MML Investors Services, LLC 0.04% Add +11.1% 313,396 $16.7M
Mesirow Financial Investment Management, Inc. 0.29% Reduce -1.6% 305,636 $16.3M
BIP Wealth, LLC 0.80% Add +1.5% 302,881 $16.2M
Itau Unibanco Holding S.A. 0.54% Add +731.1% 298,715 $16.0M
Yeomans Consulting Group, Inc. 5.42% New 291,957 $15.7M
Citizens Financial Group Inc. 0.21% Add +0.4% 283,238 $15.1M
Verdence Capital Advisors LLC 0.87% Add +12.9% 271,251 $15.1M
SCS Capital Management LLC 0.16% Reduce -3.0% 277,203 $14.8M
Fluent Financial, LLC 5.75% Add +1.4% 275,042 $14.7M
Colton Groome Financial Advisors, LLC 4.49% Add +9.2% 273,936 $14.6M
POM Investment Strategies, LLC 7.75% Add +26.4% 266,992 $14.3M
Dimension Capital Management LLC 2.04% Reduce -0.4% 262,367 $14.0M
Jasper Ridge Partners, L.P. 0.31% No change 254,150 $13.6M
Azimuth Capital Investment Management LLC 0.48% Reduce -1.1% 252,738 $13.5M
Choreo, LLC 0.17% Reduce -1.0% 250,882 $13.4M
Bailard, Inc. 0.29% Reduce -86.9% 247,725 $13.2M
Balyasny Asset Management L.P. 0.03% Reduce -53.3% 241,986 $12.9M
Tiaa Trust, National Association 0.03% Add +71.6% 240,487 $12.8M
Verger Capital Management LLC 4.17% No change 240,407 $12.8M
Dupont Capital Management Corp. 1.33% Reduce -8.3% 240,357 $12.8M
Tandem Wealth Advisors LLC 6.08% New 239,325 $12.8M
Lido Advisors, LLC 0.05% Add +67.8% 238,895 $12.8M
Moneta Group Investment Advisors LLC 0.10% Add +3.7% 238,477 $12.7M
Cullen/Frost Bankers, Inc. 0.15% Add +4.6% 237,473 $12.7M
Prudential Financial Inc. 0.01% Reduce -27.5% 233,700 $12.5M
HT Partners LLC 3.76% Reduce -9.6% 230,337 $12.3M
Cullen Capital Management, LLC 0.13% New 229,518 $12.3M
Kestra Advisory Services, LLC 0.06% Add +19.2% 227,882 $12.2M
Stock Yards Bank & Trust Co. 0.37% Add +2.9% 223,754 $11.9M
WealthBridge Investment Counsel Inc. 3.65% Reduce -0.0% 221,895 $11.8M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +8.3% 220,496 $11.8M
Freestone Capital Holdings, LLC 0.36% Reduce -1.9% 219,888 $11.7M
Cresset Asset Management, LLC 0.05% Add +22.2% 217,280 $11.6M
Banque Pictet & Cie SA 0.12% Add +0.4% 215,866 $11.5M
Bank of Nova Scotia 0.02% Reduce -90.4% 215,082 $11.5M
Finley Financial, LLC 5.25% Add +6.3% 212,331 $11.3M
SG Americas Securities, LLC 0.04% Reduce -66.5% 211,764 $11.3M
Annandale Capital, LLC 2.00% No change 211,277 $11.3M
Stratos Wealth Partners, LTD. 0.13% Add +621.6% 210,553 $11.2M
SteelPeak Wealth, LLC 0.37% Add +0.1% 208,909 $11.2M
Metropolitan Life Insurance Co 3.17% Add +12.6% 202,478 $10.8M
LMCG Investments, LLC 0.63% Add +7.7% 201,658 $10.8M
Commerce Bank 0.06% Reduce -0.4% 194,346 $10.4M
Keel Point, LLC 0.64% Add +2.3% 193,692 $10.3M
Vista Finance, LLC 6.84% Add +11.1% 192,665 $10.3M
TCTC Holdings, LLC 0.30% Add +2.5% 191,127 $10.2M
Trium Capital LLP 4.00% New 190,701 $10.2M
GLOBALT Investments LLC / GA 0.37% Reduce -7.5% 190,315 $10.2M
EFG Asset Management (Americas) Corp. 1.74% Add +42.9% 188,229 $10.1M
Ilmarinen Mutual Pension Insurance Co 0.07% Add +201.5% 186,673 $10.0M
LGL Partners, LLC 4.23% Reduce -5.8% 185,833 $9.9M
Riggs Asset Managment Co. Inc. 2.14% Add +0.8% 184,877 $9.9M
True Freedom Investing, LLC 3.45% Reduce -5.0% 180,731 $9.7M
Field & Main Bank 2.80% Add +101.7% 177,432 $9.5M
MAI Capital Management 0.06% Reduce -4.4% 175,902 $9.4M
FFT Wealth Management LLC 1.72% Add +2.8% 175,038 $9.3M
Clarity Wealth Advisors, LLC 2.06% Add +11.9% 174,748 $9.3M
Portland Global Advisors LLC 1.04% Reduce -3.6% 173,639 $9.3M
Pathstone Holdings, LLC 0.03% Reduce -39.4% 171,019 $9.1M
Fiduciary Trust Co 0.10% Reduce -1.9% 170,824 $9.1M
Simplex Trading, LLC 0.20% Reduce -45.7% 166,335 $8.9M
Atlas Legacy Advisors, LLC 1.70% Reduce -3.9% 165,245 $8.8M
Mill Creek Capital Advisors, LLC 0.18% Reduce -3.4% 164,201 $8.8M
Brown Wealth Management, LLC 2.45% Add +0.9% 163,489 $8.7M
Banco BTG Pactual S.A. 1.26% New 161,350 $8.6M
Ascension Capital Advisors, Inc. 3.31% Add +0.5% 159,091 $8.5M
Parcion Private Wealth LLC 0.53% Reduce -11.4% 158,326 $8.5M
Ryan Investment Management, Inc. 4.69% Add +9.3% 158,119 $8.4M
Wolverine Trading, LLC 0.17% Add +20.4% 156,317 $8.3M
Alliancebernstein L.P. 0.00% Reduce -5.0% 154,542 $8.3M
Farther Finance Advisors, LLC 0.12% Reduce -5.3% 153,671 $8.2M
CIBC Asset Management Inc 0.02% Reduce -2.8% 153,428 $8.2M
J.W. Cole Advisors, Inc. 0.16% Add +21.2% 151,784 $8.1M
Redhawk Wealth Advisors, Inc. 0.94% Add +2621.5% 151,425 $8.1M
Rafferty Asset Management, LLC 0.03% Add +4.8% 151,238 $8.1M
Bryn Mawr Trust Advisors, LLC 0.40% Add +19.0% 150,977 $8.1M
Ninety One North America, Inc. 0.37% New 150,861 $8.1M
Washington Growth Strategies LLC 5.71% No change 149,915 $8.0M
Allie Family Office LLC 3.78% Reduce -7.9% 149,159 $8.0M
Parr McKnight Wealth Management Group, LLC 1.04% Reduce -0.2% 148,498 $7.9M
PKO Investment Management Joint-Stock Co 0.67% Add +52.2% 147,724 $7.9M
Horizon Bancorp Inc. 3.76% Add +2.6% 147,665 $7.9M
Aries Wealth Management 1.85% Add +6.2% 146,460 $7.8M
Salomon & Ludwin, LLC 0.70% Reduce -2.7% 144,072 $7.8M
Moloney Securities Asset Management, LLC 0.93% New 146,068 $7.8M
Ethos Financial Group, LLC 0.61% Add +1883.8% 145,871 $7.8M
Whittier Trust Co. of Nevada Inc. 0.17% Reduce -0.1% 143,554 $7.8M
Geneos Wealth Management Inc. 0.20% Add +2.8% 144,870 $7.7M
Camarda Financial Advisors, LLC 2.84% Reduce -22.0% 144,483 $7.7M
Janney Montgomery Scott LLC 0.02% Add +17.2% 143,725 $7.7M
First Heartland Consultants, Inc. 0.61% Add +517.2% 142,485 $7.6M
Trustmark Bank Trust Department 0.49% Reduce -5.0% 141,823 $7.6M
DT Investment Partners, LLC 0.64% Add +1.4% 140,633 $7.5M
Westwood Holdings Group Inc. 0.05% New 138,837 $7.4M
Three Bridge Wealth Advisors, LLC 1.91% Reduce -1.3% 138,569 $7.4M
PFW Advisors LLC 2.18% Reduce -3.6% 138,038 $7.4M
First Commonwealth Financial Corp 1.23% Reduce -1.0% 138,014 $7.4M
Pinnacle Financial Group, LLC / IL 2.19% Add +0.2% 135,788 $7.3M
Linscomb Wealth, Inc. 0.31% Reduce -0.9% 133,485 $7.1M
Elevatus Welath Management 2.05% Add +2.3% 132,721 $7.1M
Focus Partners Advisor Solutions, LLC 0.08% Add +11.3% 127,589 $7.0M
Walleye Trading LLC 0.11% New 130,707 $7.0M
Oppenheimer & Co. Inc. 0.08% Add +20.7% 129,241 $6.9M
Del-Sette Capital Management, LLC 4.27% Add +8.5% 128,661 $6.9M
NTV Asset Management LLC 0.75% Reduce -5.5% 128,413 $6.9M
First American Trust, FSB 0.50% Add +8.3% 128,263 $6.8M
Summit Trail Advisors, LLC 0.09% Reduce -3.9% 127,587 $6.8M
Sand Hill Global Advisors, LLC 0.24% Reduce -2.4% 127,003 $6.8M
Glenview Trust Co 0.11% Reduce -0.3% 126,592 $6.8M
Willis Johnson & Associates, Inc. 0.42% Reduce -1.3% 125,830 $6.7M
Staley Capital Advisers Inc. 0.28% No change 125,550 $6.7M
Summit Financial Consulting LLC 5.35% Add +168.0% 125,538 $6.7M
Little House Capital LLC 1.54% Add +2.3% 125,494 $6.7M
StoneX Group Inc. 0.29% Reduce -4.7% 124,428 $6.6M
Curi Capital, LLC 0.12% Add +0.9% 124,231 $6.6M
CoreCap Advisors, LLC 0.24% Add +17.0% 123,965 $6.6M
Analyst IMS Investment Management Services Ltd. 0.21% No change 123,829 $6.6M
Ausdal Financial Partners, Inc. 0.32% Add +2766.2% 123,678 $6.6M
Rathbones Group PLC 0.03% Add +1.5% 123,388 $6.6M
RTD Financial Advisors, Inc. 0.79% Reduce -3.3% 123,013 $6.6M
Ballentine Partners, LLC 0.09% Reduce -0.5% 122,686 $6.6M
Regal Investment Advisors LLC 0.43% Add +1.3% 122,449 $6.5M
Heritage Wealth Advisors 0.28% No change 121,558 $6.5M
OneDigital Investment Advisors LLC 0.07% Reduce -3.9% 121,351 $6.5M
First Financial Bank - Trust Division 0.55% Reduce -8.3% 121,075 $6.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +27.0% 120,009 $6.4M
Parallel Advisors, LLC 0.12% Add +1.4% 118,927 $6.4M
Corepath Wealth Partners LLC 4.61% Add +5.9% 116,488 $6.3M
Brighton Jones LLC 0.15% Add +0.2% 117,208 $6.3M
Valeo Financial Advisors, LLC 0.14% Add +0.1% 117,177 $6.3M
Bridges Investment Management Inc. 0.08% Reduce -0.5% 116,580 $6.2M
AQR Capital Management 0.00% Add +38.7% 116,267 $6.2M
EWG Elevate Inc. 1.93% Reduce -1.5% 115,508 $6.2M
BNP Paribas 0.19% Add +44.5% 114,855 $6.1M
Arbor Investment Advisors, LLC 0.77% Reduce -27.6% 114,295 $6.1M
T. Rowe Price Associates Inc. 0.00% No change 113,970 $6.1M
Bessemer Group Inc. 0.01% Reduce -0.4% 113,205 $6.0M
Equitable Holdings, Inc. 0.04% Add +0.3% 113,150 $6.0M
Global Retirement Partners, LLC 0.13% Reduce -10.4% 112,365 $6.0M
Blair William & Co. 0.02% Add +19.9% 112,355 $6.0M
Wealthspire Advisors, LLC 0.03% Add +1.8% 111,432 $6.0M
Confluence Wealth Services, Inc. 0.29% Reduce -0.8% 111,156 $5.9M
Allium Financial Advisors, LLC 4.91% Add +43.9% 111,066 $5.9M
Bokf, NA 0.09% Reduce -2.5% 110,765 $5.9M
Sterling Capital Management LLC 0.09% Reduce -2.0% 110,730 $5.9M
Harvest Investment Advisors, LLC 3.43% Reduce -0.3% 109,270 $5.8M
LSP Investment Advisors, LLC 3.49% No change 108,830 $5.8M
Beirne Wealth Consulting Services, LLC 1.39% Add +0.9% 108,633 $5.8M
Hancock Whitney Corp. 0.11% Reduce -25.3% 108,292 $5.8M
Callan Family Office, LLC 0.18% Reduce -4.6% 107,910 $5.8M
LWM Advisors Inc. 5.16% Reduce -0.6% 107,516 $5.7M
Marshall & Sullivan Inc. 2.66% Add +0.9% 107,516 $5.7M
Yousif Capital Management, LLC 0.06% Add +0.4% 107,411 $5.7M
Urban Financial Advisory Corp 2.66% Add +2.6% 106,982 $5.7M
Whittier Trust Co. 0.06% Reduce -6.0% 104,679 $5.7M
Country Club Bank 0.34% Add +2.4% 106,528 $5.7M
Sanctuary Advisors, LLC 0.03% Add +1.0% 104,466 $5.6M
Rwa Wealth Partners, LLC 0.06% Reduce -5.5% 103,325 $5.5M
Calamos Wealth Management LLC 0.20% No change 102,893 $5.5M
Federation des caisses Desjardins du Quebec 0.02% Add +4.5% 101,684 $5.4M
Westport Asset Management Inc. 2.23% No change 100,000 $5.3M
Private Advisor Group, LLC 0.03% Add +8.4% 99,909 $5.3M
International City Management Association Retirement Corp 2.72% No change 99,782 $5.3M
Harbour Investments, Inc. 0.12% Add +19.1% 99,471 $5.3M
Baron Financial Group, LLC 2.91% Reduce -0.0% 99,331 $5.3M
LBMC Investment Advisors, LLC 0.34% Reduce -1.9% 99,262 $5.3M
Washington Trust Bank 0.39% Add +55.1% 98,845 $5.3M
Oldfather Financial Services, LLC 1.64% Add +10.2% 98,745 $5.3M
Grove Bank & Trust 0.62% Add +10.8% 98,705 $5.3M
NewEdge Advisors, LLC 0.02% Add +5.8% 97,643 $5.2M
Midwest Trust Co 0.07% Add +26.0% 97,492 $5.2M
Fiducient Advisors LLC 0.61% Reduce -1.1% 97,387 $5.2M
Oppenheimer Asset Management Inc. 0.06% Reduce -3.3% 96,937 $5.2M
Savant Capital, LLC 0.03% Add +3.0% 96,213 $5.1M
Midwest Professional Planners, LTD. 1.25% Add +1.3% 95,774 $5.1M
City Holding Co. 0.64% Add +0.3% 95,645 $5.1M
Summit Wealth & Retirement Planning, Inc. 1.25% Reduce -5.3% 95,482 $5.1M
Highview Capital Management LLC 1.87% Add +5.9% 95,076 $5.1M
Stephens Inc. 0.06% Add +1.5% 95,046 $5.1M
Price Capital Management, Inc. 5.94% New 94,650 $5.1M
Dark Forest Capital Management LP 0.19% New 94,524 $5.0M
Widmann Financial Services, Inc. 3.12% Add +4.8% 92,820 $5.0M
Venture Visionary Partners LLC 0.17% Add +0.2% 92,355 $4.9M
Lazard Asset Management LLC 0.01% Reduce -76.4% 98,923 $4.9M
AMG National Trust Bank 0.12% Reduce -2.0% 91,618 $4.9M
First National Trust Co 0.17% Add +2.2% 91,366 $4.9M
Synovus Financial Corp. 0.06% Add +1.4% 90,519 $4.8M
Mirabaud & Cie SA 1.52% Reduce -4.3% 89,785 $4.8M
&partners 0.03% Add +44.4% 89,470 $4.8M
Syon Capital LLC 0.25% Reduce -1.2% 88,451 $4.7M
Stelac Advisory Services LLC 1.63% Add +16.6% 85,168 $4.7M
Prism Advisors, Inc. 1.27% Reduce 0.0% 88,104 $4.7M
Modera Wealth Management, LLC 0.05% Reduce -0.4% 87,153 $4.7M
1ST Source Bank 0.24% Reduce -0.4% 86,319 $4.6M
NBT Bank, N.A. 0.30% Reduce -0.7% 86,037 $4.6M
CIBC Bancorp USA Inc. 0.03% — 84,426 $4.5M
Perigon Wealth Management, LLC 0.09% Reduce -5.1% 83,755 $4.5M
Centaurus Financial, Inc. 0.21% Reduce -6.4% 83,707 $4.5M
HAP Trading, LLC 1.23% — 83,613 $4.5M
Hoge Financial Services, LLC 2.55% Reduce -2.9% 83,223 $4.4M
Landing Point Financial Group, LLC 2.31% Add +24.7% 83,011 $4.4M
Composition Wealth, LLC 0.07% Add +4.3% 81,684 $4.4M
Brown Advisory Inc. 0.01% Reduce -0.8% 81,200 $4.3M
Simmons Bank 0.29% Reduce -4.2% 81,164 $4.3M
Financial Synergies Wealth Advisors, Inc. 0.44% Reduce -1.9% 80,877 $4.3M
Partners Capital Investment Group, LLP 0.17% New 80,306 $4.3M
Moore Capital Management, LP 0.09% Add +321.1% 80,000 $4.3M
Promus Capital, LLC 2.71% Add +0.3% 79,543 $4.2M
Twin Focus Capital Partners, LLC 0.54% Reduce -7.3% 79,069 $4.2M
Wealthedge Investment Advisors, LLC 1.59% Add +214.7% 78,492 $4.2M
Fiera Capital Corp 0.01% Reduce -0.1% 77,936 $4.2M
Earnest Partners LLC 0.02% Reduce -2.2% 77,584 $4.1M
GeoWealth Management, LLC 0.15% New 77,191 $4.1M
Capital Advantage, Inc. 0.62% Reduce -1.9% 76,747 $4.1M
Select Asset Management & Trust 1.26% Add +30.7% 76,550 $4.1M
Summit Securities Group LLC 1.33% New 76,082 $4.1M
Financial Advisors Network, Inc. 0.57% Reduce -0.5% 75,770 $4.0M
Nuveen, LLC 0.00% Add +68.4% 75,363 $4.0M
Park Avenue Securities LLC 0.03% Add +1.2% 74,524 $4.0M
Nipun Capital, L.P. 2.50% New 86,200 $4.0M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +1.4% 73,862 $3.9M
Asset Management Group, Inc. 0.64% No change 73,237 $3.9M
Boyd Watterson Asset Management LLC 1.16% No change 72,639 $3.9M
Avantax Planning Partners, Inc. 0.11% Reduce -0.9% 72,619 $3.9M
Independent Financial Group, LLC 0.09% Add +258.7% 72,210 $3.9M
Prospera Financial Services Inc 0.07% Reduce -0.5% 72,118 $3.9M
Concurrent Investment Advisors, LLC 0.07% Add +14.4% 71,957 $3.8M
Steward Partners Investment Advisory, LLC 0.02% Add +17.2% 70,758 $3.8M
Ashton Thomas Private Wealth, LLC 0.10% Add +13.1% 70,237 $3.8M
All Terrain Financial Advisors, LLC 1.21% Add +2.3% 70,140 $3.7M
Conning Inc. 0.13% No change 70,131 $3.7M
Sowell Financial Services LLC 0.14% Reduce -2.5% 69,659 $3.7M
Burke & Herbert Bank & Trust Co. 0.80% Reduce -0.2% 69,307 $3.7M
M1 Capital Management LLC 1.60% Reduce -5.1% 69,220 $3.7M
Nepc LLC 0.10% Add +45.7% 68,855 $3.7M
Migdal Insurance & Financial Holdings Ltd. 0.04% Reduce -0.6% 68,408 $3.6M
Fourth Dimension Wealth, LLC 1.39% Add +13.3% 68,191 $3.6M
HB Wealth Management, LLC 0.02% Add +14.6% 68,065 $3.6M
Waverly Advisors, LLC 0.04% Add +4.8% 67,957 $3.6M
Tobias Financial Advisors, Inc. 0.55% Reduce -1.4% 67,884 $3.6M
Meridian Wealth Management, LLC 0.14% Add +4.3% 67,002 $3.6M
Almanack Investment Partners, LLC. 0.55% New 66,886 $3.6M
Scotia Capital Inc. 0.02% Reduce -3.1% 66,636 $3.6M
Ramiah Investment Group 3.13% Add +225.2% 66,274 $3.5M
Connective Portfolio Management, LLC 6.21% Add +154.3% 66,125 $3.5M
Bison Wealth, LLC 0.32% Reduce -18.5% 62,662 $3.5M
AlTi Global, Inc. 0.08% Add +136.1% 65,285 $3.5M
Integrated Advisors Network LLC 0.15% Reduce -5.0% 65,178 $3.5M
Squarepoint Ops LLC 0.01% Reduce -96.8% 64,809 $3.5M
Blue Fin Capital, Inc. 0.54% Reduce -5.0% 64,542 $3.4M
Elevation Point Wealth Partners, LLC 0.24% Add +232.3% 63,983 $3.4M
Vestmark Advisory Solutions, Inc. 0.07% New 63,983 $3.4M
Independence Bank of Kentucky 0.44% Add +1.3% 63,670 $3.4M
Foundation Wealth Management, LLC 2.31% Reduce -0.9% 63,426 $3.4M
Spire Wealth Management 0.11% Add +29.1% 63,050 $3.4M
Richard W. Paul & Associates, LLC 1.13% Add +1.0% 62,222 $3.3M
Chicago Partners Investment Group LLC 0.09% Reduce -1.2% 59,471 $3.3M
Gryphon Financial Partners LLC 0.38% Add +2.2% 61,664 $3.3M
Audent Global Asset Management, LLC 2.39% Add +97.2% 61,553 $3.3M
Full Sail Capital, LLC 0.18% Reduce -19.7% 60,902 $3.3M
Guidance Capital, Inc. 0.85% Add +10.3% 58,987 $3.3M
Beacon Pointe Advisors, LLC 0.03% Reduce -27.6% 60,858 $3.2M
Laird Norton Wetherby Wealth Management, LLC 0.13% Add +9.0% 60,720 $3.2M
Balefire, LLC 0.65% Add +31.1% 60,661 $3.2M
Pinnacle Financial Partners Inc 0.08% Add +0.2% 60,232 $3.2M
Central Bank & Trust Co. 0.50% Reduce -3.1% 59,907 $3.2M
Smithfield Trust Co 0.14% Add +0.5% 59,911 $3.2M
Strategic Equity Management 1.18% Reduce -1.7% 59,780 $3.2M
Old National Bancorp 0.05% Reduce -3.8% 59,382 $3.2M
Apex Wealth Management, LLC 2.24% Add +23.2% 58,789 $3.1M
United Capital Financial Advisors, LLC 0.02% Add +0.4% 58,727 $3.1M
D.A. Davidson & Co. 0.02% Reduce -2.7% 58,718 $3.1M
Allen Mooney & Barnes Investment Advisors LLC 0.49% Reduce -0.4% 58,588 $3.1M
Abacus Planning Group, Inc. 0.43% Reduce -1.2% 58,156 $3.1M
Verition Fund Management LLC 0.02% Reduce -14.0% 57,676 $3.1M
Rakuten Investment Management, Inc. 0.01% — 57,023 $3.0M
Factor Wealth Management LTD 0.76% Add +2.4% 56,690 $3.0M
Ieq Capital, LLC 0.01% Reduce -6.8% 56,085 $3.0M
Inman Jager Wealth Management, LLC 1.90% Reduce -6.9% 55,671 $3.0M
HWG Holdings LP 0.75% New 55,225 $2.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Reduce -1.5% 54,950 $2.9M
RFG Advisory, LLC 0.06% Reduce -5.9% 54,881 $2.9M
Blue Trust, Inc. 0.03% Add +0.9% 54,855 $2.9M
New York State Common Retirement Fund 0.00% Reduce -51.0% 54,675 $2.9M
Sava Infond d.o.o. 0.41% Add +0.5% 54,250 $2.9M
Integrated Investment Consultants, LLC 0.49% Add +4.9% 53,671 $2.9M
Advisory Services Network, LLC 0.04% Add +50.6% 53,271 $2.8M
Robertson Stephens Wealth Management, LLC 0.09% Reduce -14.6% 53,202 $2.8M
HFG Advisors, Inc. 2.09% Add +2.1% 53,168 $2.8M
Bradley Foster & Sargent Inc. 0.04% Add +59.0% 52,345 $2.8M
Evergreen Capital Management LLC 0.07% Reduce -14.6% 52,282 $2.8M
Valmark Advisers, Inc. 0.04% Add +0.5% 52,195 $2.8M
Luminist Capital LLC 2.44% Add +13365.4% 51,707 $2.8M
Allen Investment Management, LLC 0.03% No change 52,101 $2.8M
Waters Parkerson & Co., LLC 0.13% No change 51,825 $2.8M
Pinebridge Investments, L.P. 0.02% Add +27.8% 51,787 $2.8M
NorthCrest Asset Manangement, LLC 0.07% Add +1.1% 50,993 $2.8M
Point72 Europe (London) LLP 0.15% Reduce -89.8% 51,539 $2.8M
Parisi Gray Wealth Management 0.71% Add +0.6% 51,265 $2.7M
Institute for Wealth Management, LLC. 0.28% Reduce -0.9% 51,167 $2.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +64.5% 51,005 $2.7M
NDWM LLC 1.85% New 50,947 $2.7M
Littlejohn Financial Services, Inc. 1.97% Add +78.3% 50,544 $2.7M
Founders Financial Securities LLC 0.18% New 50,382 $2.7M
SVB Wealth LLC 0.14% Reduce -41.3% 50,376 $2.7M
Fulton Bank, N.A. 0.09% No change 48,577 $2.6M
World Investment Advisors 0.05% Add +0.2% 48,014 $2.6M
AE Wealth Management LLC 0.02% Reduce -32.3% 47,873 $2.6M
MassMutual Private Wealth & Trust, FSB 0.06% Add +1.4% 47,391 $2.5M
Pathway Financial Advisors LLC 0.34% No change 47,365 $2.5M
Pure Financial Advisors, LLC 0.04% Reduce -2.8% 47,160 $2.5M
Sumitomo Mitsui Financial Group, Inc. 0.04% Reduce -2.8% 46,546 $2.5M
NorthCoast Asset Management LLC 0.01% Reduce -1.2% 46,022 $2.5M
Aspect Partners, LLC 1.11% Reduce -3.2% 45,939 $2.5M
First Foundation Advisors 0.09% Add +1.3% 45,806 $2.4M
Bluespring Wealth Management, LLC 0.21% Reduce -9.4% 45,729 $2.4M
Credit Agricole S A 0.01% — 45,423 $2.4M
Balanced Wealth Group LLC 1.06% Add +0.2% 50,118 $2.4M
Agf Management Ltd. 0.01% Reduce -0.4% 45,335 $2.4M
Roman Butler Fullerton & Co. 0.65% Add +4.8% 42,860 $2.4M
Bank of Hawaii 0.12% Reduce -3.4% 44,723 $2.4M
Kestra Private Wealth Services, LLC 0.03% Add +67.6% 44,519 $2.4M
First Financial Bankshares Inc 0.05% No change 43,894 $2.3M
Solstein Capital, LLC 1.07% Add +37.6% 43,793 $2.3M
Poinciana Advisors Group, LLC 1.97% No change 43,784 $2.3M
Belpointe Asset Management LLC 0.09% Reduce -14.6% 43,778 $2.3M
Johnson Investment Counsel Inc. 0.02% Add +1.6% 43,614 $2.3M
Moneywise, Inc. 1.05% Reduce -2.9% 43,605 $2.3M
Fogel Capital Management, Inc. 1.07% Add +3.6% 43,445 $2.3M
First Interstate Bank 0.13% No change 43,422 $2.3M
Dominguez Wealth Management Solutions, Inc. 1.45% Add +7.0% 43,018 $2.3M
Pine Valley Investments Ltd Liability Co 0.12% Add +12.6% 43,005 $2.3M
Jacksonville Wealth Management, LLC 1.69% Add +11.6% 42,976 $2.3M
Everstar Asset Management, LLC 1.30% Add +1.3% 42,790 $2.3M
Edmond DE Rothschild Holding S.A. 0.04% Reduce -49.9% 42,771 $2.3M
Vance Wealth, LLC 0.70% Reduce -3.6% 42,730 $2.3M
Weil Company, Inc. 0.55% Reduce -0.7% 42,439 $2.3M
Financial Engines Advisors L.L.C. 0.00% Reduce -5.0% 42,112 $2.2M
Mandatum Life Insurance Co Ltd 0.54% No change 42,083 $2.2M
Foster & Motley Inc. 0.12% Reduce -0.8% 41,750 $2.2M
Endowment Wealth Management, Inc. 1.01% Add +12.3% 41,655 $2.2M
Fort Point Capital Partners LLC 0.28% Reduce -11.0% 41,482 $2.2M
Atlas Brown,Inc. 0.65% Reduce -0.0% 41,438 $2.2M
Lifeworks Advisors, LLC 0.30% Add +144.1% 41,293 $2.2M
Fifth Third Wealth Advisors LLC 0.08% Add +17.7% 41,162 $2.2M
Allworth Financial LP 0.01% Add +15.6% 41,104 $2.2M
Clifford Swan Investment Counsel LLC 0.07% Reduce -1.6% 41,100 $2.2M
Glen Eagle Advisors, LLC 0.30% Add +2.6% 41,005 $2.2M
Sunbelt Securities, Inc. 0.15% Add +9.4% 40,802 $2.2M
U.S. Capital Wealth Advisors, LLC 0.06% Add +2.7% 40,500 $2.2M
Mutual Advisors, LLC 0.05% Reduce -11.1% 39,463 $2.2M
Cliffwater LLC 0.45% No change 40,400 $2.2M
FF Advisors,LLC 1.02% No change 40,152 $2.1M
Legacy Trust 0.42% Add +0.1% 40,151 $2.1M
Viewpoint Capital Management LLC 0.94% No change 39,966 $2.1M
Toronto Dominion Bank 0.00% Reduce -7.8% 39,909 $2.1M
J2 Capital Management Inc 1.60% Reduce -0.2% 39,720 $2.1M
Sincerus Advisory, LLC 1.81% Add +7.1% 39,647 $2.1M
Aspiriant, LLC 0.06% Reduce -55.4% 39,576 $2.1M
Penobscot Investment Management Company, Inc. 0.16% Add +17.1% 39,502 $2.1M
Integrated Wealth Concepts LLC 0.02% Reduce -39.5% 39,420 $2.1M
Cwm, LLC 0.01% Add +2.0% 39,267 $2.1M
Clarus Wealth Advisors 0.93% Reduce -1.6% 38,605 $2.1M
Rehmann Capital Advisory Group 0.11% Add +0.4% 39,180 $2.1M
Aegis Wealth Management LLC 1.12% Add +669.3% 39,179 $2.1M
Vise Technologies, Inc. 0.08% Add +225.6% 32,682 $2.1M
BSW Wealth Partners 0.26% Reduce -3.5% 39,085 $2.1M
F/m Investments LLC 0.08% No change 39,000 $2.1M
Capital Group Private Client Services, Inc. 0.03% Reduce -0.4% 38,878 $2.1M
Private Wealth Asset Management, LLC 0.24% No change 38,779 $2.1M
Israel Discount Bank of New York 6.09% Reduce -2.9% 38,537 $2.1M
Saxony Capital Management, LLC 1.36% Reduce -23.8% 38,499 $2.1M
Wealthcare Advisory Partners LLC 0.04% Add +18.1% 38,449 $2.1M
Croban 1.36% Add +40.1% 38,337 $2.0M
JSF Financial, LLC 0.45% Reduce -21.9% 38,286 $2.0M
Bolthouse Investments, LLC 1.84% No change 38,113 $2.0M
Canandaigua National Bank & Trust Co. 0.18% Reduce -3.2% 38,095 $2.0M
Nordwand Advisors, LLC 0.32% Reduce -8.6% 38,084 $2.0M
Farmers & Merchants Investments Inc. 0.06% Reduce -0.1% 37,933 $2.0M
Birch Hill Investment Advisors LLC 0.09% Reduce -0.0% 37,867 $2.0M
Bartlett & Co. Wealth Management LLC 0.03% Add +1.9% 37,738 $2.0M
Hansen & Associates Financial Group, Inc. 0.84% Reduce -45.9% 35,898 $2.0M
Howland Capital Management LLC 0.08% Reduce -1.4% 37,236 $2.0M
Regatta Capital Group, LLC 0.31% No change 36,952 $2.0M
Heritage Investors Management Corp. 0.06% Reduce -0.5% 36,929 $2.0M
Blueprint Investment Partners LLC 0.28% New 36,907 $2.0M
Lifestyle Asset Management, Inc. 0.67% Add +122.8% 36,844 $2.0M
Blueprint Financial Advisors LLC 0.42% Add +14.8% 36,784 $2.0M
Quantinno Capital Management LP 0.01% Reduce -16.2% 36,774 $2.0M
Smith, Moore & Co. 0.15% Reduce -0.4% 36,726 $2.0M
Aureus Asset Management, LLC 0.13% No change 36,625 $2.0M
Peapack Gladstone Financial Corp. 0.03% Add +2.5% 36,569 $2.0M
Innova Wealth Partners 1.05% Reduce -56.5% 36,440 $1.9M
Glaxis Capital Management, LLC 3.23% Reduce -69.4% 36,420 $1.9M
Apollon Wealth Management, LLC 0.03% Reduce -1.7% 36,295 $1.9M
First Merchants Corp. 0.07% No change 36,124 $1.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Reduce -0.5% 35,972 $1.9M
Crewe Advisors LLC 0.18% Add +3.5% 35,863 $1.9M
Forza Wealth Management, LLC 0.73% No change 35,775 $1.9M
Lee Danner & Bass Inc. 0.14% Reduce -15.4% 35,660 $1.9M
IFG Advisory, LLC 0.09% Reduce -0.3% 35,645 $1.9M
Harvest Investment Services, LLC 0.38% Reduce -8.7% 35,222 $1.9M
Mather Group, Llc. 0.02% Reduce -2.6% 34,865 $1.9M
Level Four Advisory Services, LLC 0.06% Add +11.0% 34,673 $1.9M
Next Capital Management LLC 0.61% Add +0.0% 34,507 $1.8M
Canton Hathaway, LLC 0.35% No change 34,485 $1.8M
Lavaca Capital LLC 0.33% No change 27,200 $1.8M
RPg Family Wealth Advisory, LLC 0.40% Reduce -2.7% 34,374 $1.8M
O'Dell Group, LLC 0.39% New 34,322 $1.8M
River Wealth Advisors LLC 0.21% Reduce -3.3% 34,210 $1.8M
Harbor Advisory Corp. 0.54% Reduce -1.4% 34,039 $1.8M
Sachem Hill LLC 0.36% Reduce -3.2% 33,980 $1.8M
Merit Financial Group, LLC 0.02% Reduce -6.5% 33,874 $1.8M
Atticus Wealth Management, LLC 0.45% Reduce -5.5% 33,281 $1.8M
Colorado Capital Management, Inc. 0.69% No change 33,184 $1.8M
Insigneo Advisory Services, LLC 0.12% Reduce -24.2% 33,183 $1.8M
Buck Wealth Strategies, LLC 0.24% New 32,381 $1.7M
LBJ Family Wealth Advisors, Ltd. 0.94% No change 32,354 $1.7M
Magnus Financial Group LLC 0.14% Add +3.8% 32,114 $1.7M
Mycio Wealth Partners, LLC 0.40% No change 31,993 $1.7M
Clearstead Advisors, LLC 0.02% Reduce -11.2% 31,934 $1.7M
JFS Wealth Advisors, LLC 0.10% Reduce -0.1% 31,665 $1.7M
Sentinel Trust Co. Lba 0.17% No change 31,433 $1.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% New 31,311 $1.7M
Rockland Trust Co. 0.07% No change 31,134 $1.7M
Fidelis Capital Partners, LLC 0.13% No change 31,087 $1.7M
Atom Investors LP 0.13% New 31,069 $1.7M
Texas Bank & Trust Co 0.63% Reduce -0.5% 30,957 $1.7M
Tiemann Investment Advisors, LLC 0.63% Reduce -4.9% 30,925 $1.7M
Efficient Advisors, LLC 0.09% Reduce -12.2% 30,854 $1.6M
Invictus Private Wealth, LLC 0.10% No change 30,633 $1.6M
Pines Wealth Management, LLC 0.55% Reduce -1.3% 30,618 $1.6M
Truepoint, Inc. 0.04% Reduce -2.5% 30,516 $1.6M
Capital Investment Advisors, LLC 0.03% Add +1.1% 30,482 $1.6M
Atria Investments, Inc 0.02% Add +0.4% 30,424 $1.6M
Evoke Wealth, LLC 0.03% Add +0.1% 30,414 $1.6M
Norden Group LLC 0.17% New 30,409 $1.6M
Wexford Capital LP 0.49% New 30,297 $1.6M
Farmers Trust Co. 0.28% Add +0.3% 30,132 $1.6M
Johnson Financial Group, Inc. 0.06% Reduce -7.8% 30,000 $1.6M
Fsa Wealth Partners, Inc. 0.61% Add +57.9% 29,814 $1.6M
Calton & Associates, Inc. 0.24% Add +57.2% 29,743 $1.6M
Jones Financial Companies LLLP 0.00% Add +31.2% 30,112 $1.6M
Millennium Management 0.00% Reduce -92.4% 29,579 $1.6M
Prosperity Planning, Inc. 0.59% Reduce -2.4% 29,363 $1.6M
Salus Financial Advisors, LLC 0.97% Add +1.1% 29,310 $1.6M
Red Tortoise LLC 0.67% No change 28,704 $1.5M
Bar Harbor Wealth Management 0.09% Reduce -0.2% 28,593 $1.5M
Wesbanco Bank Inc. 0.04% Add +7.3% 28,428 $1.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -38.3% 28,147 $1.5M
Obermeyer Wealth Partners 0.07% Add +1.2% 27,891 $1.5M
Lakeshore Capital Group, Inc. 1.19% Add +0.2% 27,531 $1.5M
BLB&B Advisors, LLC 0.06% No change 27,494 $1.5M
Westshore Wealth, LLC 0.49% Reduce -0.1% 27,127 $1.4M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -50.0% 27,034 $1.4M
First Bank & Trust 0.24% No change 26,947 $1.4M
Argent Trust Co 0.05% Reduce -0.4% 26,836 $1.4M
Volterra Technologies LP 0.95% New 26,832 $1.4M
Bulltick Wealth Management, LLC 0.33% Reduce -16.6% 26,378 $1.4M
Johnson & White Wealth Management, LLC 0.65% Reduce -1.5% 26,374 $1.4M
ERn Financial, LLC 0.28% Reduce -26.0% 26,355 $1.4M
Allspring Global Investments Holdings, LLC 0.00% Reduce -9.1% 26,063 $1.4M
Heritage Trust Co 0.15% Reduce -2.1% 26,180 $1.4M
Founders Grove Wealth Partners, LLC 0.33% Reduce -0.5% 26,160 $1.4M
Smith Chas P & Associates Pa Cpas 0.12% No change 26,000 $1.4M
SP Asset Management LLC 0.11% Reduce -0.8% 25,829 $1.4M
Samalin Investment Counsel, LLC 0.48% Reduce -2.3% 25,726 $1.4M
Northwest Wealth Management, LLC 0.23% No change 25,644 $1.4M
Turtle Creek Wealth Advisors, LLC 0.12% No change 25,623 $1.4M
Highland Capital Management, LLC 0.07% Reduce -3.8% 25,557 $1.4M
Cyndeo Wealth Partners, LLC 0.08% Add +0.7% 25,500 $1.4M
Crescent Grove Advisors, LLC 0.13% No change 25,487 $1.4M
Pineridge Advisors LLC 0.39% Reduce -1.5% 25,463 $1.4M
Litman Gregory Wealth Management LLC 0.10% No change 25,328 $1.4M
Washington Trust Advisors, Inc. 0.10% Add +2.6% 25,280 $1.3M
Principal Securities, Inc. 0.02% Add +6.9% 25,104 $1.3M
KFA Private Wealth Group, LLC 0.38% Add +7.3% 24,850 $1.3M
Nvwm, LLC 0.30% Add +4.7% 24,779 $1.3M
Gotham Asset Management 0.01% New 24,770 $1.3M
Carret Asset Management, LLC 0.13% Add +8.1% 24,750 $1.3M
DBK Financial Counsel, LLC 1.11% No change 24,687 $1.3M
Capital Analysts, LLC 0.04% Add +1080.3% 24,680 $1.3M
Simon Quick Advisors, LLC 0.06% Add +1.8% 24,601 $1.3M
Caz Investments LP 2.42% No change 24,361 $1.3M
Arkadios Wealth Advisors 0.03% Add +2.7% 24,360 $1.3M
Signature Estate & Investment Advisors LLC 0.03% Reduce -5.0% 24,343 $1.3M
Newport Capital Group, LLC 0.81% Reduce -0.9% 24,133 $1.3M
Lyell Wealth Management, LP 0.10% No change 24,131 $1.3M
Evanson Asset Management, LLC 0.07% Add +1.0% 24,127 $1.3M
Navellier & Associates Inc. 0.13% New 23,951 $1.3M
Dynamic Advisor Solutions LLC 0.04% Add +3.9% 23,842 $1.3M
Marble Harbor Investment Counsel, LLC 0.13% Reduce -1.2% 23,800 $1.3M
Foundations Investment Advisors, LLC 0.02% Add +11.8% 23,782 $1.3M
Trinity Financial Advisors LLC 0.36% No change 23,643 $1.3M
Morris Financial Concepts, Inc. 0.46% Add +6.8% 23,641 $1.3M
NorthRock Partners, LLC 0.02% Add +3.3% 23,624 $1.3M
Simplicity Wealth,LLC 0.07% Reduce -23.9% 23,496 $1.3M
Ghe, LLC 0.51% Add +4.2% 23,481 $1.3M
HBK Sorce Advisory LLC 0.03% Reduce -4.0% 23,277 $1.3M
B&D White Capital Company, LLC 0.16% New 23,186 $1.2M
LaSalle St. Investment Advisors, LLC 0.22% Reduce -4.2% 23,126 $1.2M
Northeast Investment Management 0.05% Add +0.2% 23,034 $1.2M
Matisse Capital 0.55% No change 22,990 $1.2M
NewEdge Wealth, LLC 0.02% Add +23.1% 22,203 $1.2M
Ramsay, Stattman, Vela & Price, Inc. 0.22% Add +53.5% 22,886 $1.2M
Renaissance Technologies 0.00% Reduce -75.2% 22,800 $1.2M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -2.1% 22,745 $1.2M
Cardiff Park Advisors, LLC 0.09% Reduce -5.3% 22,429 $1.2M
Tocqueville Asset Management L.P. 0.02% No change 22,418 $1.2M
Affiance Financial, LLC 0.22% No change 22,369 $1.2M
Daymark Wealth Partners, LLC 0.04% No change 22,166 $1.2M
Tortoise Investment Management, LLC 0.10% No change 22,048 $1.2M
Sigma Planning Corp 0.03% Add +16.7% 22,001 $1.2M
Schroder Investment Management Group 0.00% Add +15.0% 21,853 $1.2M
Avidian Wealth Enterprises, LLC 0.04% Reduce -10.9% 21,805 $1.2M
Nwam LLC 0.06% Reduce -1.0% 21,630 $1.2M
Stratos Wealth Advisors, LLC 0.06% Add +1.9% 21,790 $1.2M
Pittenger & Anderson Inc. 0.04% Add +89.3% 21,775 $1.2M
Mission Wealth Management, LP 0.02% Reduce -0.2% 21,759 $1.2M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -0.2% 21,614 $1.2M
Hoxton Planning & Management, LLC 0.37% Reduce -0.1% 21,567 $1.2M
Procyon Advisors, LLC 0.07% Add +22.6% 21,547 $1.2M
Sonata Capital Group Inc. 0.42% No change 21,531 $1.1M
Glass Jacobson Investment Advisors llc 0.41% No change 21,436 $1.1M
Orion Porfolio Solutions, LLC 0.01% Add +40.9% 21,431 $1.1M
City National Bank of Florida 0.74% Reduce -26.0% 21,045 $1.1M
Cordgrass Capital Advisors, LLC 0.28% Reduce -0.4% 21,002 $1.1M
Osborne Partners Capital Management, LLC 0.06% No change 20,910 $1.1M
Pacific Financial Group Inc. 0.83% Add +14.5% 20,900 $1.1M
Connecticut Wealth Management, LLC 0.05% Reduce -20.4% 20,856 $1.1M
Sovereign Financial Group, Inc. 0.21% Reduce -9.9% 20,805 $1.1M
Noesis Capital Mangement Corp. 0.17% Reduce -0.7% 20,771 $1.1M
XML Financial, LLC 0.09% Reduce -0.2% 20,733 $1.1M
Evolution Wealth Advisors, LLC 0.15% No change 20,695 $1.1M
Independent Family Office, LLC 0.47% No change 20,688 $1.1M
IFP Advisors, Inc 0.03% Add +23.6% 20,650 $1.1M
Neuberger Berman Group LLC 0.00% Add +0.7% 20,563 $1.1M
Webster Bank, N. A. 0.11% Reduce -2.2% 20,504 $1.1M
Klingman & Associates, LLC 0.06% No change 20,470 $1.1M
JMG Financial Group, Ltd. 0.03% Reduce -0.8% 20,403 $1.1M
Perissos Private Wealth Management, LLC 0.79% New 20,385 $1.1M
Bear Mountain Capital, Inc. 0.36% Reduce -13.6% 20,022 $1.1M
KMG Fiduciary Partners, LLC 0.07% Add +0.0% 20,282 $1.1M
Afg Fiduciary Services Limited Partnership 0.63% No change 20,110 $1.1M
Colony Family Offices, LLC 0.28% Reduce -4.7% 20,229 $1.1M
Orin Green Financial, LLC 0.43% Reduce -25.1% 20,154 $1.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +2.4% 20,164 $1.1M
Roble, Belko & Company, Inc 0.15% No change 20,072 $1.1M
Plan Group Financial, LLC 0.29% New 20,065 $1.1M
Sequoia Financial Advisors, LLC 0.01% Reduce -13.6% 20,064 $1.1M
New Republic Capital, LLC 0.33% No change 20,027 $1.1M
Napa Wealth Management 0.50% New 19,994 $1.1M
Oakworth Capital, Inc. 0.06% No change 19,967 $1.1M
TD Asset Management Inc 0.00% Add +98.9% 19,941 $1.1M
Virtue Capital Management, LLC 0.17% Reduce -13.1% 23,071 $1.1M
St. Louis Trust Co 0.13% No change 19,687 $1.1M
Sterling Investment Advisors, Ltd. 0.20% No change 19,545 $1.0M
Harbor Investment Advisory, LLC 0.09% Add +40.0% 19,257 $1.0M
Joel Isaacson & Co., LLC 0.04% Add +34.7% 19,091 $1.0M
Whalerock Point Partners, LLC 0.21% No change 18,986 $1.0M
TD Private Client Wealth LLC 0.02% Add +2.3% 18,907 $1.0M
Cinctive Capital Management LP 0.05% New 18,735 $1.0M
Flagship Harbor Advisors, LLC 0.04% Reduce -8.1% 18,715 $999K
Evercore Wealth Management, LLC 0.01% Reduce -5.1% 18,659 $996K
Credit Industriel Et Commercial 0.22% Add +152.8% 18,589 $993K
Certuity, LLC 0.07% Reduce -0.5% 18,505 $988K
HUB Investment Partners, LLC 0.04% No change 18,492 $987K
Rokos Capital Management LLP 0.01% New 18,446 $985K
Two Sigma Securities, LLC 0.15% New 18,434 $984K
E&G Advisors, LLC 0.23% Add +2.2% 18,348 $980K
Voya Investment Management LLC 0.00% Reduce -0.1% 18,332 $979K
BigSur Wealth Management LLC 0.24% No change 18,300 $977K
Retirement Income Solutions, Inc. 0.17% Add +6.7% 18,259 $975K
Texas Yale Capital Corp. 0.03% No change 18,259 $975K
Vanguard Group Inc. 0.00% Reduce -0.5% 18,177 $971K
Private Trust Co. NA 0.08% Add +145.5% 18,015 $962K
Coign Capital Advisors LLC 0.53% Reduce -0.0% 17,924 $957K
Appleton Partners Inc. 0.06% Reduce -0.3% 17,896 $956K
Tranquilli Financial Advisor LLC 0.56% Add +12.7% 17,857 $954K
Rossmore Private Capital 0.10% No change 17,854 $953K
CreativeOne Wealth, LLC 0.02% Reduce -28.8% 17,719 $946K
SBI Securities Co., Ltd. 0.02% Reduce -3.5% 17,706 $946K
Clear Harbor Asset Management, LLC 0.07% Add +14.1% 17,681 $944K
Sunpointe, LLC 0.34% Add +2.8% 17,404 $929K
Quadrant Capital Group LLC 0.03% No change 17,398 $929K
GAMCO Investors 0.01% Add +81.6% 17,388 $928K
NWF Advisory Services Inc. 0.10% Add +2.5% 17,359 $927K
Signaturefd, LLC 0.01% Reduce -19.0% 17,232 $920K
Natixis 0.01% New 17,124 $914K
YHB Investment Advisors, Inc. 0.07% Reduce -1.6% 17,115 $914K
One Wealth Advisors, LLC 0.11% Reduce -7.0% 16,979 $907K
RiverGlades Family Offices LLC 0.55% No change 16,802 $897K
Phil A. Younker & Associates, Ltd. 0.68% No change 16,696 $892K
International Assets Investment Management, LLC 0.07% No change 18,388 $889K
Crestwood Advisors Group, LLC 0.02% Reduce -8.7% 16,635 $888K
Arcus Capital Partners, LLC 0.39% Add +13.6% 16,615 $887K
CFS Investment Advisory Services, LLC 0.07% Reduce -1.0% 15,990 $881K
DAVENPORT & Co LLC 0.00% Add +17.7% 16,479 $880K
Bridgewater Advisors Inc. 0.06% Reduce -2.8% 16,071 $879K
Cedar Wealth Management, LLC 0.27% No change 16,379 $875K
Legacy Capital Group California, Inc. 0.22% Reduce -20.0% 16,378 $875K
Hexagon Capital Partners LLC 0.17% Reduce -3.5% 16,337 $872K
First Manhattan Co. Llc. 0.00% No change 16,320 $871K
Strid Group, LLC 0.11% No change 16,273 $869K
IPG Investment Advisors LLC 0.15% Add +3.4% 16,157 $863K
Wealthspire Retirement, LLC 0.05% Reduce -0.9% 16,109 $860K
Gladstone Institutional Advisory LLC 0.03% Add +13.5% 15,998 $854K
Contravisory Investment Management, Inc. 0.17% Reduce -20.8% 15,995 $854K
TD Waterhouse Canada Inc. 0.01% Add +11.9% 16,003 $854K
Pinnacle Wealth Planning Services, Inc. 0.10% Reduce -1.6% 15,931 $851K
National Philanthropic Trust 0.01% No change 15,854 $847K
Union Bancaire Privee, UBP SA 0.01% No change 20,780 $846K
Lodestar Private Asset Management LLC 0.09% Add +8.5% 15,775 $842K
Two Sigma Investments, LP 0.00% New 15,691 $838K
Everett Harris & Co. 0.01% No change 15,686 $838K
Patriot Investment Management Group, Inc. 0.05% No change 15,660 $836K
Stonebridge Capital Advisors LLC 0.06% No change 15,600 $833K
Moneda S.A. Administradora General de Fondos 0.91% Add +9.4% 14,940 $826K
Hilltop Holdings Inc. 0.04% Reduce -0.5% 15,453 $825K
Running Point Capital Advisors, LLC 0.22% No change 15,418 $823K
Ramirez Asset Management, Inc. 0.11% Add +138.6% 15,418 $823K
Genus Capital Management Inc. 0.10% Add +168.3% 15,362 $820K
First Citizens Bank & Trust Co. 0.02% Add +15.1% 15,309 $818K
Chesapeake Wealth Management 0.25% Add +2.6% 15,295 $817K
Bannerman Wealth Management Group, LLC 0.60% Reduce -4.1% 15,285 $816K
Macquarie Group Ltd. 0.00% Reduce -6.9% 15,262 $815K
Welch & Forbes LLC 0.01% Reduce -2.5% 15,232 $813K
HORAN Wealth, LLC 0.13% Add +183.3% 15,056 $804K
Discovery Capital Management, LLC / CT 0.04% Add +0.8% 15,037 $803K
Cadence Wealth Management LLC 0.42% Reduce -4.8% 15,002 $801K
Roof Eidam Maycock Peralta, LLC 0.19% No change 14,995 $801K
TSA Wealth Managment LLC 0.27% Reduce -1.8% 14,976 $800K
J. Safra Sarasin Holding AG 0.01% No change 14,807 $791K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Reduce -0.6% 14,769 $789K
Parsons Capital Management Inc. 0.04% Add +6.5% 14,749 $788K
Friday Financial 0.33% Add +0.6% 14,729 $787K
Trust Co. of Vermont 0.03% No change 14,725 $786K
Gries Financial LLC 0.12% Add +1.3% 14,652 $782K
Balboa Wealth Partners 0.13% Reduce -1.3% 14,589 $779K
MGB Wealth Management, LLC 0.22% Add +1219.1% 14,510 $775K
Berman McAleer LLC 0.11% — 14,420 $770K
Perritt Capital Management Inc 0.36% Add +0.0% 14,398 $769K
Evelyn Partners Investment Management (Europe) Ltd 0.26% Reduce -2.6% 14,312 $764K
Trust Co 0.08% Reduce -2.7% 14,280 $763K
Lakeridge Wealth Management LLC 0.34% Add +1.2% 14,269 $762K
PFG Advisors 0.03% New 14,263 $762K
CM Wealth Advisors LLC 0.20% No change 14,241 $760K
VestGen Advisors, LLC 0.03% New 14,238 $760K
Trail Ridge Investment Advisors, LLC 0.34% Add +4.6% 14,226 $760K
Mayflower Financial Advisors, LLC 0.10% Reduce -7.0% 14,199 $758K
Franklin, Parlapiano, Turner & Welch, LLC 0.19% No change 14,156 $756K
Ti-Trust, Inc. 0.47% Add +1.1% 14,072 $751K
Salem Investment Counselors Inc. 0.02% Reduce -2.3% 14,057 $751K
WealthShield Partners, LLC 0.08% No change 13,990 $747K
Financial Advocates Investment Management 0.42% Reduce -26.1% 13,966 $746K
Envestnet Portfolio Solutions, Inc. 0.00% Add +5.9% 13,906 $743K
Bank of New Hampshire 0.17% No change 13,903 $742K
GFS Advisors, LLC 0.09% No change 13,900 $742K
Resonant Capital Advisors, LLC 0.04% Reduce -3.2% 13,841 $739K
Ancora Advisors LLC 0.01% Add +11.1% 13,781 $736K
RiverFront Investment Group, LLC 0.01% No change 13,708 $732K
Shelton Capital Management 0.02% No change 13,623 $727K
Cobblestone Capital Advisors LLC 0.03% Reduce -2.3% 13,577 $725K
Davidson Trust Co. 0.30% No change 13,549 $724K
Cranbrook Wealth Management, LLC 0.14% Reduce -1.5% 13,488 $720K
BFI Infinity Ltd. 0.48% No change 13,447 $718K
Round Rock Advisors LLC 0.11% No change 13,417 $716K
Qtron Investments LLC 0.09% Reduce -75.1% 13,400 $716K
Haverford Trust Co 0.01% No change 13,352 $713K
Orrstown Financial Services Inc. 0.12% Reduce -2.2% 13,179 $704K
Taylor & Morgan Wealth Management, LLC 0.43% Reduce -1.5% 13,178 $704K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.15% Add +8.7% 13,164 $703K
Silvercrest Asset Management Group LLC 0.00% Add +4.8% 13,116 $700K
Embree Financial Group 0.09% Reduce -0.4% 13,081 $699K
Canopy Partners, LLC 0.23% No change 13,058 $697K
Kingswood Wealth Advisors, LLC 0.04% Add +0.4% 13,037 $696K
Cypress Wealth Services, LLC 0.11% Reduce -4.5% 12,992 $694K
Cascade Financial Partners, LLC 0.08% No change 12,968 $692K
Pinnacle Bancorp, Inc. 0.20% Add +0.8% 12,845 $686K
Compagnie Lombard Odier SCmA 0.01% No change 12,762 $681K
Hudson Portfolio Management LLC 0.60% Add +3.7% 12,730 $680K
Fonville Wealth Management LLC 0.15% Reduce -0.8% 12,698 $678K
McKinley Carter Wealth Services, Inc. 0.04% No change 12,683 $677K
Acropolis Investment Management, LLC 0.03% Add +5.4% 13,909 $671K
Bonfire Financial 0.51% Reduce -6.3% 12,549 $670K
W Advisors, LLC 0.35% No change 12,537 $669K
Brand Asset Management Group, Inc. 0.19% No change 12,534 $669K
Tran Capital Management, L.P. 0.08% Reduce -6.6% 12,475 $666K
Wellington Management Group LLP 0.00% Reduce -62.5% 12,471 $666K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -5.0% 12,471 $666K
Donor Advised Charitable Giving, Inc. 0.01% No change 12,434 $664K
Madden Advisory Services, Inc. 0.28% Add +11.7% 12,431 $664K
Group One Trading LLC 0.02% New 12,377 $661K
Zions Bancorporation, National Association 0.03% No change 12,300 $657K
Anb Bank 0.27% Add +186.5% 12,289 $656K
Clarkston Capital Partners, LLC 0.01% No change 12,250 $654K
Lionsbridge Wealth Management LLC 0.64% Add +0.6% 12,209 $652K
O'shaughnessy Asset Management, LLC 0.00% Add +53.9% 12,195 $651K
DGS Capital Management, LLC 0.12% Reduce -10.6% 12,173 $650K
Parkside Financial Bank & Trust 0.05% Reduce -0.9% 12,148 $649K
Visionary Wealth Advisors 0.03% New 12,108 $647K
Narwhal Capital Management 0.05% No change 12,050 $643K
Roberts Glore & Co. Inc. 0.18% New 12,023 $642K
Venturi Wealth Management, LLC 0.03% Add +116.3% 12,008 $641K
Foster Group, Inc. 0.02% No change 12,000 $641K
Aerodigm Wealth, LLC 0.27% Reduce -0.8% 11,841 $637K
Argyle Capital Partners, LLC 0.46% Add +35.1% 11,891 $635K
Cooper/Haims Advisors, LLC 0.30% Reduce -2.3% 11,884 $635K
Boltwood Capital Management 0.17% Reduce -0.4% 11,873 $634K
PKS Advisory Services, LLC 0.15% Add +16.2% 11,864 $634K
Revolve Wealth Partners, LLC 0.08% No change 11,856 $633K
Investment Management Corp. /Va/ 0.54% Add +7.2% 11,827 $632K
Quadrature Capital Ltd 0.01% New 11,787 $629K
1492 Capital Management LLC 0.26% No change 11,777 $629K
Turim 21 Investimentos Ltda. 0.21% Reduce -7.0% 11,733 $627K
James Investment Research, Inc. 0.07% No change 11,729 $626K
Boyum Wealth Architects LLC 0.39% Add +95.3% 11,716 $626K
American Investment Services, Inc. 0.15% Reduce -2.0% 11,713 $625K
Strategic Blueprint, LLC 0.03% Reduce -4.1% 11,705 $625K
Element Wealth, LLC 0.27% Add +6.9% 11,629 $621K
Act Wealth Management, LLC 0.22% Add +2.7% 11,568 $618K
Waddell & Associates, LLC 0.05% No change 11,390 $608K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 11,378 $608K
Nixon Peabody Trust Co. 0.04% Reduce -3.0% 11,200 $598K
Conservest Capital Advisors, Inc. 0.05% No change 11,050 $590K
Burney Co./ 0.02% Reduce -7.6% 11,043 $590K
Westmount Partners, LLC 0.15% Add +2.0% 10,894 $586K
Sovran Advisors, LLC 0.05% Add +37.2% 10,572 $586K
Debussy Capital Management LP 0.08% Reduce -16.6% 10,942 $584K
Measured Wealth Private Client Group, LLC 0.16% New 10,907 $582K
ShoreHaven Wealth Partners, LLC 0.21% Reduce -38.9% 10,828 $578K
Diversified Portfolios, Inc. 0.05% Reduce -7.7% 10,821 $578K
Rockingstone Advisors LLC 0.28% Add +1.0% 10,805 $577K
IHT Wealth Management, LLC 0.01% Add +0.2% 10,772 $575K
FourThought Financial Partners, LLC 0.05% Reduce -5.6% 10,616 $567K
Kagan Cocozza Asset Management 0.43% Add +1.3% 10,586 $565K
Triad Wealth Partners, LLC 0.07% Add +142.2% 10,571 $564K
Catalyst Financial Partners LLC 0.07% Reduce -6.7% 10,557 $564K
Sunflower Bank, N.A. 0.14% No change 10,400 $555K
Adell Harriman & Carpenter Inc. 0.03% No change 10,392 $555K
Canandaigua National Trust Co of Florida 0.44% Reduce -17.6% 10,319 $551K
Evernest Financial Advisors, LLC 0.15% No change 10,315 $551K
Syntax Research, Inc. 0.35% No change 10,271 $548K
North Star Investment Management Corp. 0.04% Reduce -2.4% 10,243 $547K
Discipline Wealth Solutions, LLC 0.14% Add +40.5% 10,219 $546K
Missouri Trust & Investment Co 0.16% Reduce -0.8% 10,198 $545K
Fortis Group Advisors, LLC 0.09% Add +7.7% 9,814 $543K
K.J. Harrison & Partners Inc 0.08% No change 10,000 $541K
Searle & Co. 0.14% No change 10,086 $539K
Coastline Trust Co 0.06% No change 10,082 $538K
Lanark Financial, Inc. 0.04% No change 10,075 $538K
Thrive Wealth Management, LLC 0.08% Reduce -0.5% 10,050 $537K
CogentBlue Wealth Advisors, LLC 0.37% No change 10,046 $536K
Systematic Alpha Investments, LLC 0.02% No change 10,018 $535K
Powell Investment Advisors, LLC 0.19% Add +1.5% 10,017 $535K
LJI Wealth Management, LLC 0.09% No change 10,012 $535K
Aptus Capital Advisors, LLC 0.00% Add +0.3% 10,007 $534K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.79% New 10,000 $534K
Horst & Graben Wealth Management LLC 0.08% Reduce -0.0% 9,989 $533K
Ascent Group, LLC 0.02% Reduce -12.9% 9,940 $531K
Park Edge Advisors, LLC 0.12% Add +0.5% 9,916 $530K
Sax Wealth Advisors, LLC 0.03% Reduce -0.5% 9,872 $527K
Elevation Wealth Partners, LLC 0.19% No change 9,831 $525K
Intellectus Partners, LLC 0.10% No change 9,827 $525K
TrinityBridge Ltd 0.01% No change 9,780 $522K
Chesley Taft & Associates LLC 0.02% No change 9,726 $519K
Pandora Wealth, Inc. 0.31% No change 9,641 $515K
Edge Financial Advisors LLC 0.23% Reduce -21.4% 9,633 $514K
Morton Capital Management LLC 0.08% Reduce -1.1% 9,631 $514K
Sage Financial Management Group, Inc. 0.16% No change 9,527 $509K
Rainier Family Wealth Inc. 0.45% No change 9,495 $507K
White Pine Capital LLC 0.15% Add +1.6% 9,493 $507K
Prelude Capital Management, LLC 0.04% Reduce -21.1% 9,466 $505K
Easterly Investment Partners LLC 0.03% No change 9,408 $502K
Empower Advisory Group, LLC 0.00% Add +15.2% 9,395 $502K
Titleist Asset Management, LLC 0.04% No change 9,352 $499K
Optimum Investment Advisors 0.20% Add +19.4% 9,344 $499K
Aua Capital Management, LLC 0.28% No change 9,321 $498K
Private Wealth Advisors, LLC 0.19% No change 9,291 $496K
Winthrop Capital Management, LLC 0.12% Add +5.2% 9,218 $492K
Alexander Randolph Advisory, Inc. 0.40% Add +24.8% 9,196 $491K
Virtue Asset Management LLC 0.41% — 9,131 $488K
Vigilare Wealth Management 0.17% New 9,060 $484K
Caprock Group, LLC 0.01% — 9,702 $484K
Saxon Interests, Inc. 0.19% Add +6.1% 9,661 $482K
Canal Capital Management, LLC 0.07% Add +59.6% 9,004 $481K
Kercheville Advisors, LLC 0.15% New 9,000 $481K
Stordahl Capital Management, Inc. 0.10% Reduce -3.6% 8,958 $478K
Argent Advisors, Inc. 0.14% No change 8,950 $478K
Seven Mile Advisory 0.08% No change 8,939 $477K
Assetmark, Inc. 0.00% Add +26.6% 8,925 $477K
Diversified Trust Co. 0.01% No change 8,916 $476K
GWN Securities Inc. 0.11% Add +48.5% 8,844 $472K
Savvy Advisors, Inc. 0.02% Add +3.9% 8,751 $467K
Gilliland Jeter Wealth Management LLC 0.14% No change 8,723 $466K
Collective Family Office LLC 0.11% No change 8,669 $463K
REDW Wealth LLC 0.17% No change 8,656 $462K
Betterment LLC 0.00% Add +0.5% 8,644 $462K
180 Wealth Advisors, LLC 0.06% No change 8,644 $462K
MFA Wealth Services 0.32% Reduce -23.8% 8,635 $461K
Sage Capital Advisors,llc 0.11% Add +0.2% 8,619 $460K
Trust Co. of Oklahoma 0.14% No change 8,600 $459K
WASHINGTON TRUST Co 0.02% Add +37.6% 8,599 $459K
Luts & Greenleigh Group, Inc. 0.41% Reduce -2.3% 8,596 $459K
PACK Private Wealth, LLC 0.22% No change 8,575 $458K
Cornerstone Wealth Group, LLC 0.03% Reduce -3.1% 8,566 $457K
New Hampshire Trust 0.09% No change 8,526 $455K
Summit Financial Strategies, Inc. 0.04% No change 8,516 $455K
HCR Wealth Advisors 0.05% Add +19.3% 8,403 $454K
Rebalance, LLC 0.03% Reduce -26.3% 8,505 $454K
Advisor OS, LLC 0.04% Add +3.9% 8,478 $453K
Sightline Wealth Advisors, LLC 0.20% Reduce -8.1% 8,472 $452K
Key Financial Inc 0.08% No change 8,386 $451K
Coastwise Capital Group, LLC 0.32% Reduce -5.4% 8,443 $451K
Chapin Davis, Inc. 0.11% No change 8,391 $448K
Greenup Street Wealth Management LLC 0.07% Add +26.6% 8,377 $447K
Rik Saylor Financial, Inc. 0.33% Reduce -1.0% 8,335 $445K
Cary Street Partners Financial LLC 0.01% Add +0.1% 8,321 $444K
Vawter Financial, Ltd. 0.20% New 8,308 $444K
JDM Financial Group LLC 0.18% Reduce -2.4% 8,262 $441K
Jefferies Financial Group Inc. 0.00% Reduce -81.1% 8,229 $439K
First Horizon Corp. 0.02% — 8,218 $439K
Bedel Financial Consulting, Inc. 0.06% No change 8,153 $435K
HM Payson & Co. 0.01% Reduce -4.4% 8,130 $434K
First National Bank of Omaha 0.03% Add +7.3% 8,121 $434K
O'ROURKE & COMPANY, Inc 0.18% Add +3.8% 8,111 $433K
Maryland Capital Advisors Inc. 0.15% No change 8,108 $433K
Indiana Trust & Investment Management Co 0.13% No change 8,056 $430K
Shared Vision Wealth Group LLC 0.18% Reduce -0.1% 7,922 $430K
American Trust 0.04% Add +12.8% 8,031 $429K
Moss Adams Wealth Advisors LLC 0.03% No change 7,942 $424K
Ameritas Advisory Services, LLC 0.03% Reduce -3.9% 7,936 $424K
Ironwood Financial, llc 0.08% Reduce -4.0% 7,933 $424K
TAGStone Capital, Inc. 0.17% Reduce -9.5% 7,885 $421K
Empirical Asset Management, LLC 0.12% Add +11.7% 7,882 $421K
Intrua Financial, LLC 0.05% No change 7,873 $420K
First National Bank Sioux Falls 0.13% No change 7,839 $419K
Gibson Capital, LLC 0.08% No change 7,820 $418K
Eagle Rock Investment Company, LLC 0.06% Reduce -1.7% 7,818 $417K
PFG Investments, LLC 0.02% Reduce -17.6% 7,754 $414K
Inscription Capital, LLC 0.04% No change 7,745 $414K
Hardin Capital Partners, LLC 0.22% No change 7,732 $413K
Prairieview Wealth Partners, LLC 0.39% Reduce -0.8% 7,731 $413K
Sollinda Capital Management LLC 0.11% New 7,701 $411K
LMG Wealth Partners, LLC 0.08% Reduce -4.2% 7,659 $409K
North Ridge Wealth Advisors, Inc. 0.23% New 7,634 $408K
Dorsey & Whitney Trust CO LLC 0.02% No change 7,528 $402K
Common Fund for Nonprofit Organizations 0.03% No change 7,525 $402K
Security Financial Services, INC. 0.06% Reduce -1.1% 7,496 $400K
Smith & Howard Wealth Management, LLC 0.09% Add +64.8% 7,399 $395K
Murphy, Middleton, Hinkle & Parker, Inc. 0.19% No change 7,379 $394K
Triangle Securities Wealth Management 0.09% Reduce -0.5% 7,356 $393K
Toth Financial Advisory Corp. 0.04% Add +6.8% 7,332 $392K
Aspen Capital Management, LLC 0.10% No change 7,314 $391K
Trivium Point Advisory, LLC 0.04% No change 7,279 $389K
MMBG Investment Advisors Co. 0.03% No change 7,275 $388K
Cookson Peirce & Co. Inc. 0.02% New 7,273 $388K
Fairway Wealth LLC 0.11% Add +4.7% 253,880 $386K
Ami Investment Management Inc. 0.09% No change 7,224 $386K
Wealth Forward, LLC 0.22% No change 7,214 $385K
Snowden Capital Advisors LLC 0.01% Add +2.7% 7,193 $384K
SOL Capital Management CO 0.03% No change 7,200 $384K
Beacon Financial Group 0.04% No change 7,152 $382K
Chemistry Wealth Management LLC 0.07% Add +9.4% 7,141 $381K
Barometer Capital Management Inc. 0.09% New 7,100 $379K
Capital Advisors, Ltd. LLC 0.04% No change 7,069 $377K
Trust Co. of Toledo NA 0.04% Reduce -3.2% 6,991 $373K
Avior Wealth Management, LLC 0.01% Add +0.4% 6,969 $372K
Prime Capital Investment Advisors, LLC 0.00% Add +0.9% 6,954 $371K
Peterson Wealth Advisors, LLC 0.06% Add +4.4% 6,841 $370K
Courier Capital LLC 0.02% No change 6,879 $367K
QRG Capital Management, Inc. 0.00% Add +38.8% 6,870 $367K
Prosperity Consulting Group, LLC 0.02% No change 6,848 $366K
Monetary Management Group Inc. 0.08% No change 6,840 $365K
Wells Trecaso Financial Group, LLC 0.17% Reduce -30.9% 6,835 $365K
Matrix Private Capital Group LLC 0.19% Reduce -1.6% 6,815 $364K
Stephenson & Company, Inc. 0.21% No change 6,794 $363K
Jeppson Wealth Management, LLC 0.12% No change 6,765 $361K
Flputnam Investment Management Co. 0.01% No change 6,733 $360K
JTC Employer Solutions Trustee Ltd 0.03% No change 6,718 $359K
Cornerstone Wealth Advisors, Inc. 0.09% Reduce -1.5% 6,720 $359K
Patten & Patten Inc. 0.02% Reduce -38.6% 6,710 $358K
Perennial Investment Advisors, LLC 0.03% Add +0.1% 6,684 $357K
Griffin Asset Management, Inc. 0.04% Reduce -4.3% 6,665 $356K
Sierra Capital LLC 0.04% No change 6,641 $355K
DDFG, Inc 0.08% Reduce -3.8% 6,631 $354K
GW&K Investment Management, LLC 0.00% No change 6,598 $352K
CGC Financial Services, LLC 0.10% No change 6,582 $351K
Baker Avenue Asset Management, LP 0.01% Reduce -15.1% 6,560 $350K
Essex Financial Services, Inc. 0.02% Add +9.5% 6,559 $350K
Topel & Distasi Wealth Management, LLC 0.17% No change 6,464 $345K
Archford Capital Strategies, LLC 0.04% No change 6,439 $344K
17 Capital Partners, LLC 0.19% Add +0.3% 6,425 $343K
BlackDiamond Wealth Management, LLC 0.19% Add +3.1% 6,421 $343K
Nicolet Advisory Services, LLC 0.03% Add +18.9% 6,332 $342K
David J Yvars Group 0.18% Reduce -20.8% 6,396 $342K
Brown Brothers Harriman & Co. 0.00% Add +10.6% 6,376 $340K
Vermillion Wealth Management, Inc. 0.09% Add +7.8% 6,376 $340K
Signal Advisors Wealth, LLC 0.03% Add +20.0% 6,372 $340K
Braun-Bostich & Associates Inc. 0.21% Reduce -12.3% 6,345 $339K
Brookstone Capital Management 0.00% Reduce -31.4% 6,336 $338K
Fort Washington Investment Advisors Inc. 0.00% Reduce -10.7% 6,323 $338K
Atlantic Edge Private Wealth Management, LLC 0.09% No change 6,310 $337K
Oarsman Capital, Inc. 0.05% Reduce -3.1% 6,307 $337K
Capital Square, LLC 0.17% Reduce -0.3% 6,301 $336K
Nokomis Capital, L.L.C. 0.12% New 6,300 $336K
Forum Private Client Group LLC 0.12% Reduce -0.1% 6,296 $336K
Sage Rhino Capital LLC 0.06% No change 6,288 $336K
Parthenon LLC 0.04% No change 6,276 $335K
Courage Miller Partners, LLC 0.10% Reduce -22.8% 6,251 $334K
Hurley Capital, LLC 0.19% Reduce -6.7% 6,238 $333K
Tsfg, LLC 0.05% Add +1.5% 6,238 $333K
Dearborn Partners LLC 0.02% No change 6,233 $333K
Proffitt & Goodson Inc. 0.05% Reduce -0.2% 6,222 $332K
Frederick Financial Consultants, LLC 0.19% Add +2.4% 6,202 $331K
Clark Asset Management, LLC 0.04% Add +19.3% 6,174 $330K
Beacon Bank & Trust 0.07% Reduce -0.2% 6,164 $329K
Cim, LLC 0.04% Add +6.9% 6,144 $328K
Wealth Dimensions Group, Ltd. 0.07% Reduce -0.1% 6,100 $326K
Retirement Planning Co of New England, Inc. 0.13% Reduce -1.1% 6,093 $325K
Pennington Partners & Co., LLC 0.15% No change 6,080 $325K
Crumly & Associates Inc. 0.07% New 6,072 $324K
Harbour Capital Advisors, LLC 0.07% No change 5,984 $323K
Hoey Investments, Inc. 0.04% Reduce -0.0% 6,041 $323K
SOA Wealth Advisors, LLC. 0.05% Reduce -15.9% 6,039 $322K
Byrne Financial Freedom, LLC 0.16% Reduce -85.7% 6,006 $321K
Douglass Winthrop Advisors, LLC 0.01% No change 6,000 $320K
Windsor Capital Management, LLC 0.09% Reduce -3.7% 5,994 $320K
Atlantic Union Bankshares Corp 0.01% No change 5,987 $320K
LCNB Corp. 0.11% No change 5,966 $319K
Mgo One Seven LLC 0.01% Reduce -5.0% 5,956 $318K
Rothschild Investment LLC 0.02% Reduce -1.1% 5,944 $317K
LM Advisors LLC 0.05% No change 5,940 $317K
CVA Family Office, LLC 0.04% Reduce -2.5% 5,926 $316K
GHP Investment Advisors, Inc. 0.01% No change 5,911 $316K
Acorn Financial Advisory Services Inc. 0.05% Reduce -1.0% 5,884 $314K
Great Valley Advisor Group, Inc. 0.01% Reduce -12.4% 5,861 $313K
Peak Asset Management, LLC 0.05% No change 5,865 $313K
Well Done, LLC 0.05% No change 5,848 $312K
Tradition Wealth Management, LLC 0.02% No change 5,836 $312K
Walkner Condon Financial Advisors LLC 0.05% No change 5,828 $311K
Redwood Park Advisors LLC 0.23% Add +22.5% 5,716 $305K
5T Wealth, LLC 0.13% No change 5,666 $303K
Csenge Advisory Group 0.01% Reduce -47.0% 5,656 $302K
First Bancorp, Inc 0.16% Add +1.9% 5,639 $301K
Sigma Investment Counselors Inc. 0.02% Add +0.5% 5,619 $300K
Lowe Brockenbrough & Co. Inc. 0.02% No change 5,609 $300K
Russell Investments Group, Ltd. 0.00% Add +3494.9% 5,608 $299K
Frisch Financial Group, Inc. 0.07% Reduce -2.6% 5,569 $297K
Sentry LLC 0.07% No change 5,564 $297K
Aprio Wealth Management, LLC 0.03% Reduce -0.0% 5,562 $297K
Wedbush Securities Inc. 0.01% Add +33.6% 5,568 $297K
FDx Advisors, Inc. 0.09% Reduce -1.9% 5,349 $296K
Consilium Wealth Advisory, LLC 0.11% Add +6.7% 5,500 $294K
Noble Family Wealth, LLC 0.06% No change 5,500 $294K
Sage Mountain Advisors LLC 0.02% No change 5,492 $293K
Focus Financial Network, Inc. 0.01% Add +14.4% 5,466 $292K
Live Oak Private Wealth LLC 0.04% No change 5,453 $291K
Wernau Asset Management Inc. 0.30% No change 5,440 $290K
Kanawha Capital Management LLC 0.02% No change 5,439 $290K
Cape Cod Five Cents Savings Bank 0.03% No change 6,330 $290K
Kraematon Investment Advisors, Inc. 0.25% No change 5,408 $289K
Noble Wealth Management PBC 0.15% — 5,400 $288K
MCF Advisors LLC 0.02% No change 5,370 $287K
Compound Planning, Inc. 0.01% Reduce -5.3% 5,362 $286K
Partners in Financial Planning 0.05% No change 5,351 $286K
Accelerate Investment Advisors LLC 0.19% No change 5,340 $285K
Van Hulzen Asset Management, LLC 0.02% Reduce -3.6% 5,331 $285K
SPC Financial, Inc. 0.02% No change 5,300 $283K
Stevens Capital Management LP 0.04% Add +17.3% 5,300 $283K
Stillwater Capital Advisors, LLC 0.03% Reduce -3.2% 5,264 $281K
Choate Investment Advisors 0.01% Add +143.1% 5,222 $279K
1900 Wealth Management LLC 0.02% No change 5,207 $278K
SageView Advisory Group, LLC 0.01% No change 5,207 $278K
United Asset Strategies, Inc. 0.02% New 5,170 $276K
Koshinski Asset Management, Inc. 0.02% Reduce -1.3% 5,162 $276K
Apexium Financial, LP 0.01% No change 5,138 $274K
Idaho Trust Co 0.09% Reduce -12.1% 5,129 $274K
Charles Schwab Trust Co 0.02% No change 5,127 $274K
Alpha Omega Wealth Management LLC 0.05% No change 5,108 $273K
1834 Investment Advisors Co. 0.03% No change 5,100 $272K
Impact Capital Partners LLC 0.08% New 5,071 $271K
Private Wealth Management Group, LLC 0.07% No change 5,062 $270K
Novak & Powell Financial Services, Inc. 0.14% Add +2.2% 5,025 $270K
Altman Advisors, Inc. 0.10% Reduce -1.2% 5,052 $270K
Evelyn Partners Investment Management LLP 0.01% No change 5,050 $270K
Ascentis Independent Advisors 0.05% New 5,048 $270K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -39.6% 5,041 $269K
Truefg, LLC 0.07% Reduce -1.3% 5,029 $269K
Global Strategic Investment Solutions, LLC 0.03% No change 5,020 $268K
Main Management LLC 0.02% No change 5,000 $267K
Old Second National Bank of Aurora 0.05% No change 4,969 $265K
Waterford Advisors, LLC 0.09% Add +377.1% 4,967 $265K
Private Wealth Group, LLC 0.13% No change 4,960 $265K
Cardinal Point Capital Management ULC 0.02% New 4,950 $264K
Gill Capital Partners, LLC 0.08% Reduce -0.6% 4,925 $263K
Valtinson Bruner Financial Planning LLC 0.08% Reduce -0.3% 4,879 $261K
Marion Wealth Management 0.06% No change 4,877 $260K
Arete Wealth Advisors, LLC 0.02% Reduce -0.3% 4,863 $260K
Kovack Advisors, Inc. 0.02% No change 4,851 $259K
Concord Wealth Partners 0.04% Reduce -1.0% 4,845 $259K
PBMares Wealth Management LLC 0.04% Reduce -5.8% 4,838 $258K
Dentgroup LLC 0.17% No change 4,817 $257K
Note Advisors, LLC 0.15% Add +1.1% 4,816 $257K
Corundum Trust Company, INC 0.56% No change 4,810 $257K
North Berkeley Wealth Management, LLC 0.20% Reduce -0.8% 4,795 $256K
Greenwich Wealth Management LLC 0.01% No change 4,800 $256K
Transcendent Capital Group LLC 0.11% Reduce -5.7% 4,793 $256K
Financial Advisory Corp 0.04% Reduce -1.3% 4,701 $251K
Hedges Asset Management LLC 0.19% No change 4,700 $251K
Eastern Bank 0.00% No change 4,690 $250K
SeaCrest Wealth Management, LLC 0.03% Reduce -2.1% 4,574 $249K
Investment Advisory Group, LLC 0.07% Reduce -3.7% 4,661 $249K
Atwood & Palmer Inc. 0.01% No change 4,623 $247K
Transcend Capital Advisors, LLC 0.02% Reduce -37.5% 4,618 $247K
Keebeck Wealth Management 0.03% Reduce -7.9% 4,613 $246K
Berkeley Capital Partners, LLC 0.06% New 4,609 $246K
Fisher Asset Management 0.00% New 4,602 $246K
Astoria Portfolio Advisors LLC. 0.06% New 4,485 $244K
Beacon Bridge Wealth Partners, LLC 0.09% Add +0.9% 4,562 $244K
Citizens Business Bank 0.04% No change 4,536 $242K
Wealthstream Advisors, Inc. 0.04% No change 4,527 $242K
Thomasville National Bank 0.02% No change 4,522 $241K
BlueChip Wealth Advisors LLC 0.10% Reduce -51.5% 4,510 $241K
Sageworth Trust Co 0.01% New 4,502 $240K
Strategic Investment Advisors / MI 0.02% Reduce -95.2% 214 $240K
Western Wealth Management, LLC 0.01% No change 4,486 $240K
Hills Bank & Trust Co 0.01% No change 4,479 $239K
Kickstand Ventures, Llc. 0.05% Reduce -0.4% 4,475 $239K
Fiduciary Financial Group, LLC 0.04% No change 4,474 $239K
Ellis Investment Partners, LLC 0.04% Reduce -2.0% 4,470 $239K
Gallacher Capital Management LLC 0.09% Reduce -13.7% 4,448 $238K
Alesco Advisors, LLC, An ESL Co 0.01% No change 4,415 $236K
Key Client Fiduciary Advisors, LLC 0.08% Add +3.3% 4,409 $235K
Chung Wu Investment Group, LLC 0.20% Reduce -31.3% 4,400 $235K
Leo Wealth, LLC 0.03% Reduce -80.8% 4,399 $235K
Jackson Hole Capital Partners, LLC 0.04% No change 4,392 $235K
Novare Capital Management LLC 0.02% Reduce -89.3% 4,375 $234K
SFG Wealth Management, LLC. 0.10% No change 4,344 $232K
Pettinga Financial Advisors LLC 0.05% Reduce -3.6% 4,328 $231K
Bristlecone Advisors, LLC 0.02% Add +36.5% 4,300 $230K
Banque Transatlantique SA 0.01% No change 4,298 $230K
CX Institutional 0.01% Add +3.0% 4,258 $227K
Up Strategic Wealth Investment Advisors LLC 0.17% Reduce -8.5% 4,210 $227K
Carrera Capital Advisors 0.04% New 4,242 $227K
Creekside Partners 0.10% No change 4,204 $224K
Mairs & Power Inc. 0.00% New 14,255 $223K
Bravias Capital Group, LLC 0.15% New 4,128 $220K
IFG Advisors, LLC 0.04% Reduce -6.8% 4,120 $220K
Sachetta, LLC 0.08% Reduce -8.7% 4,114 $220K
Trexquant Investment LP 0.00% New 4,111 $220K
Gutierrez Wealth Advisory, LLC 0.14% New 4,104 $219K
TRUE Private Wealth Advisors 0.02% New 4,101 $219K
Minot DeBlois Advisors LLC 0.20% Reduce -8.5% 4,100 $219K
Pinnacle Associates Ltd. 0.00% New 4,078 $218K
Cape Ann Savings Bank 0.12% New 4,077 $218K
Carnegie Investment Counsel 0.00% New 4,070 $217K
Friedenthal Financial 0.11% Reduce -0.6% 4,068 $217K
Axxcess Wealth Management, LLC 0.00% New 4,063 $217K
William Howard & Co Financial Advisors Inc 0.18% New 4,051 $216K
Schneider Downs Wealth Management Advisors, LP 0.03% New 4,051 $216K
Leisure Capital Management 0.07% New 4,025 $215K
TFB Advisors LLC 0.06% Reduce -6.3% 4,051 $215K
Destiny Wealth Partners, LLC 0.03% New 4,017 $215K
Mayfair Advisory Group, LLC 0.09% New 4,015 $214K
Retirement Planning Group, LLC 0.01% New 4,010 $214K
Proathlete Wealth Management LLC 0.06% No change 3,998 $214K
Hiley Hunt Wealth Management 0.10% New 3,987 $213K
UMB Bank, n.a. 0.00% Reduce -1.5% 3,953 $211K
Larson Financial Group LLC 0.01% Reduce -2.7% 3,932 $210K
MainStreet Investment Advisors LLC 0.03% New 3,930 $210K
Monarch Capital Management Inc. 0.05% New 3,925 $210K
Harold Davidson & Associates Inc. 0.09% New 3,905 $209K
Proficio Capital Partners LLC 0.01% New 3,903 $208K
Macroview Investment Management LLC 0.16% New 3,882 $207K
Marathon Strategic Advisors, LLC 0.16% New 3,853 $206K
CENTRAL TRUST Co 0.00% Add +129.6% 3,844 $205K
Badgley Phelps Wealth Managers, LLC 0.00% New 3,840 $205K
First Western Trust Bank 0.01% New 3,839 $205K
Dynamic Financial Group 0.18% New 3,838 $205K
Clearstead Trust, LLC 0.03% No change 3,830 $205K
Trace Wealth Advisors, LLC 0.15% New 3,825 $204K
AdvisorNet Financial, Inc 0.01% Reduce -19.9% 3,820 $204K
Cahill Financial Advisors Inc. 0.02% New 3,815 $204K
Victory Financial Group, LLC 0.03% New 3,791 $202K
Sagespring Wealth Partners, LLC 0.00% New 3,786 $202K
Financial Guidance Group, Inc. 0.09% New 3,777 $202K
Jupiter Wealth Management LLC 0.10% New 3,775 $202K
Money Concepts Capital Corp. 0.01% New 3,767 $201K
Silver Oak Securities, Incorporated 0.01% Reduce -17.1% 3,723 $199K
AlphaCore Capital LLC 0.01% Reduce -5.1% 3,701 $198K
Murphy & Mullick Capital Management Corp 0.14% Add +7.5% 3,591 $195K
Banque Cantonale Vaudoise 0.01% No change 3,656 $195K
Wealth Preservation Advisors, LLC 0.11% Reduce -40.9% 3,618 $193K
Breakwater Investment Management 0.07% No change 3,601 $192K
EverSource Wealth Advisors, LLC 0.01% No change 3,485 $186K
Ritter Daniher Financial Advisory LLC / DE 0.03% No change 3,470 $185K
Cordant, Inc. 0.08% Reduce -19.6% 3,375 $180K
Winch Advisory Services, LLC 0.04% No change 3,312 $177K
Mascoma Wealth Management LLC 0.04% Add +5.1% 3,270 $175K
Copia Wealth Management 0.13% Add +51.8% 3,204 $171K
Hazlett, Burt & Watson, Inc. 0.06% Add +20.5% 3,219 $170K
Oxford Financial Group, LTD. LLC 0.01% No change 3,095 $165K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -9.4% 3,075 $164K
American National Bank & Trust 0.02% No change 2,964 $158K
Thompson Investment Management, Inc. 0.02% No change 2,820 $151K
Robinswood Financial LLC 0.05% No change 2,789 $149K
2UniFi Bank 0.07% Add +13.9% 2,737 $146K
MRP Capital Investments, LLC 0.12% No change 3,000 $145K
Cherry Tree Wealth Management, LLC 0.03% No change 2,689 $144K
Topsail Wealth Management, LLC 0.02% No change 2,652 $142K
Hilltop National Bank 0.03% No change 2,640 $141K
Lowe Wealth Advisors, LLC 0.05% No change 2,640 $141K
Physician Wealth Advisors, Inc. 0.02% Reduce -34.0% 2,581 $138K
Palisade Asset Management, LLC 0.01% New 2,527 $135K
1620 Investment Advisors, Inc. 0.09% Reduce -11.0% 2,420 $129K
First United Bank & Trust 0.04% No change 2,415 $129K
FAS Wealth Partners, Inc. 0.01% Add +7.6% 2,414 $129K
Westfuller Advisors, LLC 0.06% New 2,342 $125K
Ameliora Wealth Management Ltd. 0.04% No change 2,256 $120K
City State Bank 0.03% No change 2,230 $119K
Pin Oak Investment Advisors Inc. 0.08% Add +4.2% 2,183 $117K
EPG Wealth Management LLC 0.03% Add +0.8% 2,171 $116K
Angeles Wealth Management, LLC 0.01% Reduce -2.3% 2,142 $114K
Joseph Group Capital Management 0.03% Reduce -17.0% 2,077 $111K
Curat Global, LLC 0.10% No change 2,072 $111K
Asset Dedication, LLC 0.01% Reduce -3.8% 2,007 $107K
Saranac Partners Ltd 0.02% New 2,000 $107K
Castleark Management LLC 0.00% No change 2,000 $107K
Brown, Lisle/Cummings, Inc. 0.03% Add +11.7% 1,926 $103K
Caldwell Trust Co 0.01% No change 1,910 $102K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 1,842 $98K
WealthCollab, LLC 0.05% No change 1,840 $98K
Coston, McIsaac & Partners 0.02% Reduce -22.8% 1,743 $93K
Northwest Capital Management Inc 0.09% Reduce -73.3% 1,689 $90K
ORG Partners LLC 0.02% No change 1,638 $87K
Abound Wealth Management 0.02% Add +305.2% 1,629 $87K
Capital Investment Advisory Services, LLC 0.01% No change 1,593 $85K
Resources Management Corp. /CT/ 0.01% No change 1,584 $85K
LOM Asset Management Ltd 0.03% Add +34.8% 1,550 $83K
Rosenberg Matthew Hamilton 0.02% Reduce -5.4% 1,521 $81K
GAMMA Investing LLC 0.00% No change 1,509 $81K
Blume Capital Management, Inc. 0.02% No change 1,500 $80K
Sound Income Strategies, LLC 0.00% No change 1,476 $80K
Manchester Capital Management LLC 0.01% Add +32.4% 1,479 $79K
FSA Wealth Management LLC 0.03% Reduce -1.6% 1,462 $78K
Hanson & Doremus Investment Management 0.01% No change 1,453 $78K
Piscataqua Savings Bank 0.06% No change 1,460 $78K
West Financial Advisors, LLC 0.01% No change 1,418 $76K
Caldwell Sutter Capital, Inc. 0.03% Add +9.3% 1,406 $75K
Bfsg, LLC 0.01% Reduce -5.7% 1,384 $74K
Seneschal Advisors, LLC 0.05% New 1,363 $73K
Founders Financial Alliance, LLC 0.01% No change 1,338 $71K
Ballast, Inc. 0.02% New 1,324 $71K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -5.9% 1,302 $70K
Tidemark, LLC 0.02% No change 1,259 $67K
Curio Wealth, LLC 0.03% No change 1,241 $66K
Rialto Wealth Management, LLC 0.02% Reduce -12.0% 1,200 $64K
LRI Investments, LLC 0.01% Reduce -28.7% 1,158 $62K
Raffa Wealth Management, LLC 0.01% No change 1,158 $62K
Strategic Wealth Partners, Ltd. 0.00% No change 1,136 $61K
Angeles Investment Advisors, LLC 0.00% No change 1,133 $61K
North Capital, Inc. 0.05% Add +0.1% 1,096 $59K
Evermay Wealth Management LLC 0.01% No change 1,067 $57K
BOK Financial Private Wealth, Inc. 0.00% No change 1,053 $56K
JNBA Financial Advisors 0.01% No change 1,039 $55K
Colonial Trust Co / SC 0.01% New 1,034 $55K
Financial Gravity Asset Management, Inc. 0.01% — 1,000 $53K
Boreal Capital Management LLC 0.05% Reduce -61.1% 980 $52K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 937 $51K
Smallwood Wealth Investment Management, LLC 0.03% No change 937 $50K
SouthState Bank Corp 0.00% Reduce -72.3% 907 $48K
Peterson Wealth Services 0.01% Reduce -47.8% 431 $44K
Teachers Insurance & Annuity Association of America 0.05% No change 810 $43K
Pacific Center for Financial Services 0.01% No change 789 $42K
McIlrath & Eck, LLC 0.00% Reduce -6.7% 786 $42K
Duncker Streett & Co. Inc. 0.01% No change 785 $42K
Gen-Wealth Partners Inc 0.01% Add +0.6% 784 $42K
Centennial Bank 0.02% No change 765 $41K
Gladwyn Financial Advisors, Inc. 0.03% Add +3.8% 759 $41K
LFA - Lugano Financial Advisors SA 0.02% New 750 $40K
Navigoe, LLC 0.02% No change 732 $39K
Painted Porch Advisors LLC 0.01% New 700 $37K
Heartwood Wealth Advisors LLC 0.00% New 694 $37K
Hemington Wealth Management 0.00% No change 711 $37K
Mma Asset Management LLC 0.01% Reduce -98.9% 688 $37K
Pillar Financial Advisors, LLC 0.02% No change 673 $36K
St Germain D J Co. Inc. 0.00% Add +4.7% 668 $36K
Center for Financial Planning, Inc. 0.00% No change 666 $36K
Financial Perspectives, Inc 0.01% No change 646 $35K
Richardson Capital Management LLC 0.02% New 612 $33K
Creative Capital Management Investments LLC 0.01% No change 600 $32K
Fairscale Capital, LLC 0.02% No change 590 $32K
Covenant Partners, LLC 0.01% Add +1.4% 574 $31K
Financial Freedom, LLC 0.02% No change 571 $31K
BTG Pactual Asset Management US LLC 0.00% New 571 $30K
Anchor Investment Management, LLC 0.00% Reduce -3.7% 550 $29K
Front Row Advisors LLC 0.01% No change 540 $29K
Tompkins Financial Corp. 0.00% No change 539 $29K
Ssa Swiss Advisors AG 0.01% No change 520 $28K
CSS LLC 0.00% Reduce -79.6% 510 $27K
South Plains Financial, Inc. 0.02% No change 504 $27K
Gables Capital Management Inc. 0.01% No change 500 $27K
Global Trust Asset Management, LLC 0.01% No change 496 $26K
Accredited Wealth Management, LLC 0.02% Add +42.7% 688 $26K
Cary Street Partners Investment Advisory LLC 0.01% No change 471 $25K
LGT Financial Advisors LLC 0.05% Reduce -0.2% 467 $25K
Versant Capital Management, Inc 0.00% Add +369.7% 465 $25K
Stone House Investment Management, LLC 0.00% No change 446 $24K
Creekmur Asset Management LLC 0.00% Add +275.2% 439 $23K
Dunhill Financial, LLC 0.01% Add +224.4% 438 $23K
CNB Bank 0.01% No change 432 $23K
Pension & Wealth Management Advisors, Inc. 0.01% No change 428 $23K
Register Financial Advisors LLC 0.01% No change 420 $22K
Wolff Wiese Magana LLC 0.01% No change 420 $22K
Foster Dykema Cabot & Partners, LLC 0.00% No change 392 $21K
Financial Network Wealth Advisors LLC 0.02% New 382 $20K
Biltmore Family Office, LLC 0.00% Reduce -25.0% 375 $20K
Avion Wealth 0.00% No change 385 $20K
Archer Investment Corp 0.00% Add +123.6% 369 $20K
Ashton Thomas Securities, LLC 0.00% New 358 $19K
Golden State Wealth Management, LLC 0.00% No change 354 $19K
Bogart Wealth, LLC 0.00% Add +40.0% 350 $19K
Templeton & Phillips Capital Management, LLC 0.01% No change 343 $18K
Adirondack Trust Co. 0.01% No change 340 $18K
Motco 0.00% Reduce -5.7% 334 $18K
Longview Financial Advisors LLC 0.01% No change 331 $18K
Bangor Savings Bank 0.00% No change 327 $17K
Rice Partnership, LLC 0.00% New 320 $17K
Realta Investment Advisors 0.01% New 315 $17K
Plante Moran Financial Advisors, LLC 0.00% Reduce -24.5% 311 $17K
Mechanics Financial Corp 0.01% No change 305 $16K
DiNuzzo Private Wealth, Inc. 0.00% No change 326 $16K
Arcadia Investment Management Corp. 0.00% No change 300 $16K
Alpine Bank Wealth Management 0.00% No change 300 $16K
Ameritas Investment Partners, Inc. 0.00% No change 300 $16K
Pflug Koory, LLC 0.01% New 273 $15K
Highline Wealth Partners LLC 0.00% No change 272 $15K
Smartleaf Asset Management LLC 0.00% No change 270 $14K
Strategic Investment Solutions, Inc. 0.00% No change 267 $14K
Westside Investment Management, Inc. 0.00% No change 245 $13K
Fairman Group, LLC 0.01% No change 237 $13K
Millstone Evans Group, LLC 0.01% No change 231 $12K
Beaird Harris Wealth Management, LLC 0.00% No change 229 $12K
Creative Financial Designs Inc. 0.00% No change 228 $12K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 225 $12K
Pacifica Partners Inc. 0.00% No change 213 $11K
Ameriflex Group, Inc. 0.00% Reduce -81.7% 208 $11K
Morling Financial Advisors, LLC 0.00% No change 186 $10K
American Wealth Advisors, LLC 0.01% — 182 $10K
Aberdeen Wealth Management LLC 0.01% No change 180 $10K
Princeton Global Asset Management LLC 0.00% No change 180 $10K
Corsicana & Co. 0.01% — 175 $9K
High Note Wealth, LLC 0.00% No change 168 $9K
West Paces Advisors Inc. 0.00% No change 155 $8K
MTM Investment Management, LLC 0.00% No change 151 $8K
SIMA Wealth Partners, LLC 0.01% No change 150 $8K
Armor Investment Advisors, LLC 0.00% Reduce -87.0% 150 $8K
Caitlin John, LLC 0.01% New 146 $8K
Granite FO LLC 0.00% No change 138 $7K
Horizon Investments, LLC 0.00% Add +3.0% 135 $7K
DHJJ Financial Advisors, Ltd. 0.00% No change 127 $7K
American Capital Advisory, LLC 0.00% No change 126 $7K
Cheviot Value Management, LLC 0.00% No change 120 $7K
ESL Trust Services, LLC 0.00% No change 125 $7K
Burkett Financial Services, LLC 0.00% New 120 $6K
Ballast Advisors LLC 0.00% No change 119 $6K
one8zero8, LLC 0.00% No change 119 $6K
PayPay Securities Corp 0.21% Add +1766.7% 112 $6K
Quest 10 Wealth Builders, Inc. 0.01% No change 110 $6K
IMG Wealth Management, Inc. 0.00% Add +15.1% 107 $6K
Manning & Napier Advisors LLC 0.00% New 105 $6K
DB Fitzpatrick & Co, Inc 0.00% No change 101 $5K
Legacy Bridge, LLC 0.00% No change 100 $5K
Greykasell Wealth Strategies, Inc. 0.00% No change 90 $5K
Horrell Capital Management, Inc. 0.00% No change 75 $4K
Insight Inv LLC 0.00% No change 73 $4K
Ironwood Wealth Management, LLC. 0.00% Reduce -8.8% 73 $4K
Hollencrest Capital Management 0.00% No change 71 $4K
Kiker Wealth Management, LLC 0.00% Reduce -49.2% 62 $3K
Comprehensive Financial Planning, Inc. 0.00% No change 61 $3K
Compass Financial Services Inc 0.00% No change 50 $3K
Providence Capital Advisors, LLC 0.00% Reduce -73.7% 50 $3K
Howe & Rusling Inc. 0.00% No change 50 $3K
Islay Capital Management, LLC 0.00% No change 42 $2K
HHM Wealth Advisors, LLC 0.00% No change 37 $2K
Battery Global Advisors, LLC 0.00% No change 33 $2K
Park Square Financial Group, LLC 0.01% Reduce -98.6% 32 $2K
Gleason Group, Inc. 0.00% No change 32 $2K
MPWM Advisory Solutions, LLC 0.00% New 28 $1K
Addison Advisors LLC 0.00% No change 22 $1K
Nemes Rush Group LLC 0.00% No change 20 $1K
GPS Wealth Strategies Group, LLC 0.00% No change 18 $961
Financial Management Professionals, Inc. 0.00% No change 17 $908
Country Trust Bank 0.00% No change 16 $854
GoalVest Advisory LLC 0.00% No change 13 $694
TD Capital Management LLC 0.00% No change 10 $534
Grey Fox Wealth Advisors, LLC 0.00% New 9 $481
Darwin Wealth Management, LLC 0.00% No change 8 $433
Northwest & Ethical Investments L.P. 0.00% New 5 $266
Root Financial Partners, LLC 0.00% New 3 $160
Picton Mahoney Asset Management 0.00% New 25 $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.