iShares MSCI Eafe Min Vol FaEFAVETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 516 institutions reported holding iShares MSCI Eafe Min Vol Fa (EFAV) in their 13F filings, up 32 from Q1 2025. 63 opened new positions and 34 sold out. The largest holders were FMR LLC ($758.1M), BlackRock, Inc. ($379.9M) and Bank of America Corp. ($337.6M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares MSCI Eafe Min Vol Fa
- CUSIP
- 46429B689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $150.8M |
| Exits | 34 | $42.3M |
All 13F filers, Q1 2025 → Q2 2025: 4,953,828 shares bought and 1,985,599 shares sold, net +2,968,229 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 516 holders
| FMR LLC | 0.04% | Reduce -1.6% | 9,018,238 | $758.1M |
| BlackRock, Inc. | 0.01% | Add +9.4% | 4,519,794 | $379.9M |
| Bank of America Corp. | 0.03% | Reduce -6.1% | 4,016,421 | $337.6M |
| Morgan Stanley | 0.01% | Add +2.0% | 2,091,253 | $175.8M |
| Wharton Business Group, LLC | 6.27% | Add +4.9% | 1,770,694 | $148.6M |
| Envestnet Asset Management Inc. | 0.04% | Add +0.7% | 1,571,782 | $132.1M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +1.1% | 1,243,810 | $104.6M |
| LPL Financial LLC | 0.03% | Add +16.1% | 996,453 | $83.8M |
| Financial Engines Advisors L.L.C. | 0.14% | Reduce -12.1% | 837,417 | $70.4M |
| Securian Asset Management, Inc. | 1.95% | Reduce -2.3% | 815,269 | $68.5M |
| Ameriprise Financial Inc. | 0.02% | Add +32.6% | 767,283 | $64.5M |
| Wells Fargo & Company | 0.01% | Add +26.7% | 752,309 | $63.2M |
| UBS Group AG | 0.01% | Add +8.5% | 650,270 | $54.7M |
| Sei Investments Co. | 0.06% | Add +7.0% | 622,873 | $52.4M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -9.3% | 574,511 | $48.3M |
| Portfolio Design Labs, LLC | 8.99% | New | 544,915 | $45.8M |
| Assetmark, Inc. | 0.10% | Add +118.9% | 513,119 | $43.1M |
| Royal Bank of Canada | 0.01% | Add +1.7% | 468,678 | $39.4M |
| Raymond James Financial Inc. | 0.01% | Add +4.6% | 439,656 | $37.0M |
| Ascent Group, LLC | 1.41% | New | 429,124 | $36.1M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +127.7% | 419,326 | $35.2M |
| Alliancebernstein L.P. | 0.01% | Add +1.3% | 393,073 | $33.0M |
| Commonwealth Equity Services, LLC | 0.04% | Add +7.7% | 376,386 | $31.6M |
| Summit Financial, LLC | 0.66% | Add +13357.0% | 348,672 | $29.3M |
| Wealth Advisors of Iowa, LLC | 9.81% | Add +112.8% | 312,395 | $26.3M |
| Amundi | 0.01% | Reduce -7.4% | 292,700 | $24.7M |
| Burt Wealth Advisors | 5.37% | Reduce -0.8% | 279,158 | $23.5M |
| Jane Street Group, LLC | 0.04% | New | 273,176 | $23.0M |
| Facet Wealth, Inc. | 0.52% | Add +28.6% | 277,165 | $22.7M |
| Brookstone Capital Management | 0.27% | Reduce -7.6% | 248,404 | $20.9M |
| Cetera Investment Advisers | 0.03% | Add +25.9% | 235,123 | $19.8M |
| Armbruster Capital Management, Inc. | 3.22% | Add +4.3% | 211,320 | $17.8M |
| Lester Murray Antman dba SimplyRich | 4.77% | Reduce -0.0% | 203,456 | $17.1M |
| MML Investors Services, LLC | 0.05% | Add +33.7% | 190,130 | $16.0M |
| Captrust Financial Advisors | 0.03% | Add +10.4% | 175,634 | $14.8M |
| Mariner, LLC | 0.02% | Reduce -3.1% | 161,653 | $13.6M |
| Ledyard National Bank | 1.19% | Add +0.9% | 149,755 | $12.6M |
| Anderson Hoagland & Co. | 1.18% | Add +1.0% | 146,720 | $12.3M |
| Susquehanna International Group, LLP | 0.02% | Add +1029.3% | 141,813 | $11.9M |
| Jones Financial Companies LLLP | 0.01% | Add +45.4% | 139,848 | $11.7M |
| Truist Financial Corp. | 0.02% | Add +26.7% | 134,221 | $11.3M |
| Creative Planning | 0.01% | Reduce -0.9% | 126,323 | $10.6M |
| Osaic Holdings, Inc. | 0.02% | Add +30.8% | 127,641 | $10.6M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -1.2% | 119,045 | $10.0M |
| Symmetry Partners, LLC | 1.22% | Add +7.1% | 117,500 | $9.9M |
| ProVise Management Group, LLC | 0.78% | Reduce -6.1% | 117,210 | $9.9M |
| Principal Securities, Inc. | 0.18% | Reduce -2.0% | 112,647 | $9.5M |
| Magnus Financial Group LLC | 0.82% | Add +2.5% | 110,435 | $9.3M |
| Geneos Wealth Management Inc. | 0.23% | Reduce -4.4% | 110,021 | $9.2M |
| Comerica Bank | 0.04% | Add +2.5% | 109,857 | $9.2M |
| Rehmann Capital Advisory Group | 0.54% | Reduce -5.9% | 106,642 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Add +10.2% | 105,213 | $8.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 101,074 | $8.5M |
| Choreo, LLC | 0.11% | Reduce -14.1% | 96,713 | $8.1M |
| Cutler Investment Counsel LLC | 0.84% | Reduce -11.0% | 89,504 | $7.5M |
| Renaissance Technologies | 0.01% | Add +445.1% | 88,300 | $7.4M |
| Well Done, LLC | 1.34% | Reduce -9.0% | 85,104 | $7.2M |
| Apella Capital, LLC | 0.19% | Reduce -15.4% | 84,922 | $7.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -13.8% | 83,959 | $7.1M |
| Horizon Investments, LLC | 0.11% | Add +643407.7% | 83,656 | $7.0M |
| Founders Financial Securities LLC | 0.53% | New | 83,379 | $7.0M |
| Asset Management Group, Inc. | 1.22% | Add +1.0% | 83,344 | $7.0M |
| Baird Financial Group, Inc. | 0.01% | Add +2.4% | 82,285 | $6.9M |
| Stifel Financial Corp. | 0.01% | Add +7.7% | 81,890 | $6.9M |
| Yeomans Consulting Group, Inc. | 2.84% | Add +1.7% | 81,473 | $6.9M |
| Trustmark Bank Trust Department | 0.47% | Add +5.9% | 81,383 | $6.8M |
| Aspiriant, LLC | 0.21% | Reduce -9.2% | 78,711 | $6.6M |
| Merit Financial Group, LLC | 0.07% | Add +52.4% | 77,236 | $6.5M |
| Friedenthal Financial | 3.51% | Reduce -3.5% | 76,181 | $6.4M |
| Glenmede Investment Management, LP | 0.03% | — | 71,385 | $6.0M |
| One Capital Management, LLC | 0.20% | New | 68,988 | $5.8M |
| San Luis Wealth Advisors LLC | 1.16% | New | 64,101 | $5.4M |
| Vestcor Inc | 0.16% | Add +966.1% | 63,127 | $5.3M |
| NewEdge Advisors, LLC | 0.03% | Add +4.9% | 62,934 | $5.3M |
| Estate Counselors, LLC | 0.52% | Reduce -0.6% | 62,441 | $5.2M |
| Bank of Montreal | 0.00% | Add +10.4% | 62,024 | $5.2M |
| World Investment Advisors | 0.11% | Add +3.5% | 59,345 | $5.0M |
| Kingsview Wealth Management, LLC | 0.08% | New | 58,414 | $4.9M |
| Anchor Investment Management, LLC | 0.42% | Add +2.1% | 57,082 | $4.8M |
| Mission Creek Capital Partners, Inc. | 1.04% | Reduce -2.6% | 55,911 | $4.7M |
| Moulton Wealth Management, Inc. | 3.50% | Add +6.3% | 55,125 | $4.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.2% | 54,331 | $4.6M |
| TCV Trust & Wealth Management, Inc. | 0.40% | Reduce -1.8% | 54,119 | $4.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +19.2% | 53,619 | $4.5M |
| CW Advisors, LLC | 0.04% | Reduce -3.0% | 53,167 | $4.4M |
| IMA Advisory Services, Inc. | 0.44% | Add +3.3% | 48,701 | $4.1M |
| Focus Partners Wealth | 0.01% | Add +25.9% | 47,401 | $4.0M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -2.7% | 44,349 | $3.7M |
| Integrated Wealth Concepts LLC | 0.04% | Add +0.4% | 43,880 | $3.7M |
| Cwm, LLC | 0.01% | Add +136.7% | 43,829 | $3.7M |
| Flow Traders U.S. LLC | 0.14% | New | 43,678 | $3.7M |
| Mutual Advisors, LLC | 0.09% | Add +60.3% | 43,389 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +580.0% | 41,500 | $3.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.4% | 41,288 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +0.6% | 41,115 | $3.5M |
| MorganRosel Wealth Management, LLC | 0.93% | Reduce -2.3% | 40,386 | $3.4M |
| Advisory Services Network, LLC | 0.05% | Add +2.6% | 40,577 | $3.3M |
| D.A. Davidson & Co. | 0.02% | Reduce -4.8% | 38,471 | $3.2M |
| Shore Point Advisors, LLC | 1.54% | Reduce -1.2% | 38,103 | $3.2M |
| Savant Capital, LLC | 0.02% | Add +1.6% | 38,093 | $3.2M |
| Capital Analysts, LLC | 0.10% | Add +15.6% | 37,327 | $3.1M |
| Physician Wealth Advisors, Inc. | 0.48% | Reduce -5.4% | 36,731 | $3.1M |
| Samalin Investment Counsel, LLC | 1.17% | Reduce -1.2% | 35,964 | $3.0M |
| BridgePort Financial Solutions, LLC | 1.00% | Reduce -2.6% | 35,746 | $3.0M |
| Transamerica Financial Advisors, LLC | 0.26% | Reduce -3.6% | 33,475 | $2.8M |
| VAUGHAN & Co SECURITIES, INC. | 1.56% | Add +2.1% | 32,291 | $2.7M |
| RHS Financial, LLC | 1.53% | Add +411.8% | 32,072 | $2.7M |
| Brickley Wealth Management | 0.51% | Reduce -0.4% | 31,069 | $2.6M |
| Prism Advisors, Inc. | 0.73% | No change | 30,430 | $2.6M |
| Level Four Advisory Services, LLC | 0.09% | Reduce -0.4% | 30,265 | $2.5M |
| Martin Worley Group | 1.23% | Add +14.8% | 29,801 | $2.5M |
| Tactive Advisors, LLC | 0.78% | — | 28,860 | $2.4M |
| Mgo One Seven LLC | 0.07% | New | 27,107 | $2.3M |
| Mather Group, Llc. | 0.02% | No change | 27,100 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +26.5% | 26,784 | $2.3M |
| MAI Capital Management | 0.02% | Reduce -7.1% | 26,776 | $2.3M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +2.2% | 26,213 | $2.2M |
| UMB Bank, n.a. | 0.03% | Reduce -0.5% | 26,145 | $2.2M |
| IHT Wealth Management, LLC | 0.06% | Reduce -1.0% | 25,790 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.3% | 24,715 | $2.1M |
| Ausdal Financial Partners, Inc. | 0.14% | Add +1.5% | 24,243 | $2.0M |
| Klingman & Associates, LLC | 0.11% | Reduce -2.8% | 23,636 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -33.4% | 23,128 | $1.9M |
| Fortune Financial Advisors, LLC | 1.53% | Add +11.2% | 22,667 | $1.9M |
| Independent Financial Group, LLC | 0.05% | Add +629.9% | 22,335 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.6% | 22,070 | $1.9M |
| Cerity Partners LLC | 0.00% | Reduce -0.7% | 21,828 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +7.6% | 21,464 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +5.0% | 21,396 | $1.8M |
| McNaughton Wealth Management, LLC | 0.80% | Reduce -0.3% | 21,376 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -17.9% | 21,240 | $1.8M |
| TPG Advisors LLC | 1.26% | Reduce -5.7% | 20,778 | $1.7M |
| Brown Wealth Management, LLC | 0.54% | Reduce -0.4% | 20,753 | $1.7M |
| Berger Financial Group, Inc | 0.11% | Reduce -4.7% | 20,681 | $1.7M |
| CGN Advisors LLC | 0.15% | Add +2.8% | 20,569 | $1.7M |
| CVA Family Office, LLC | 0.24% | Reduce -2.4% | 20,505 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.2% | 20,433 | $1.7M |
| SageView Advisory Group, LLC | 0.06% | Add +0.4% | 20,028 | $1.7M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -6.0% | 19,590 | $1.6M |
| Breakwater Capital Group | 0.26% | Reduce -1.3% | 19,102 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +1.4% | 18,854 | $1.6M |
| Kathleen S. Wright Associates Inc. | 0.60% | Add +15.2% | 18,436 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -3.8% | 18,389 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.03% | New | 18,201 | $1.5M |
| Bell Investment Advisors, Inc | 0.26% | Add +1.1% | 18,050 | $1.5M |
| Bleakley Financial Group, LLC | 0.04% | New | 18,016 | $1.5M |
| Peterson Wealth Advisors, LLC | 0.25% | Reduce -3.6% | 17,800 | $1.5M |
| Foster Victor Wealth Advisors, LLC | 0.10% | Reduce -4.7% | 17,428 | $1.5M |
| Roof Eidam Maycock Peralta, LLC | 0.36% | No change | 17,269 | $1.5M |
| Bellwether Advisors, LLC | 0.24% | Reduce -0.2% | 17,040 | $1.4M |
| Shufro Rose & Co. LLC | 0.12% | Reduce -0.6% | 18,379 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -15.2% | 16,521 | $1.4M |
| Valley Forge Investment Consultants Inc. Adv | 0.44% | Add +19.7% | 16,429 | $1.4M |
| Allworth Financial LP | 0.01% | Add +2.1% | 16,410 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -11.3% | 16,368 | $1.4M |
| Tacita Capital Inc | 0.85% | Reduce -2.4% | 15,759 | $1.3M |
| Citizens Financial Group Inc. | 0.02% | Add +6.4% | 15,278 | $1.3M |
| Arkadios Wealth Advisors | 0.04% | Reduce -1.5% | 15,227 | $1.3M |
| Foster Group, Inc. | 0.04% | Reduce -2.6% | 15,186 | $1.3M |
| PCA Investment Advisory Services Inc. | 0.53% | Add +0.4% | 15,079 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -7.5% | 14,938 | $1.3M |
| Sawgrass Asset Management LLC | 0.14% | Reduce -22.4% | 14,604 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Reduce -17.4% | 14,508 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +9.8% | 14,437 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.15% | Add +3.6% | 14,426 | $1.2M |
| Independent Solutions Wealth Management, LLC | 0.23% | New | 14,187 | $1.2M |
| Financial Management Professionals, Inc. | 0.13% | New | 14,172 | $1.2M |
| Compound Planning, Inc. | 0.04% | Reduce -1.3% | 14,163 | $1.2M |
| Old Mission Capital LLC | 0.03% | Reduce -87.4% | 14,136 | $1.2M |
| Composition Wealth, LLC | 0.02% | Add +86.9% | 13,856 | $1.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +6.8% | 13,759 | $1.2M |
| Ibex Wealth Advisors | 0.12% | New | 13,705 | $1.2M |
| Waldron Private Wealth LLC | 0.05% | Reduce -2.6% | 13,482 | $1.1M |
| Gateway Wealth Partners, LLC | 0.21% | Reduce -0.9% | 13,350 | $1.1M |
| Round Rock Advisors LLC | 0.19% | Reduce -23.1% | 13,344 | $1.1M |
| Magnolia Capital Advisors LLC | 0.28% | Add +9.8% | 13,031 | $1.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.44% | Add +1.3% | 12,962 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -6.2% | 12,856 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.2% | 12,597 | $1.1M |
| Foster & Motley Inc. | 0.06% | Reduce -9.2% | 12,318 | $1.0M |
| Moneco Advisors, LLC | 0.10% | Add +16.5% | 12,256 | $1.0M |
| Baker Ellis Asset Management LLC | 0.14% | Reduce -1.2% | 12,150 | $1.0M |
| Callan Family Office, LLC | 0.03% | No change | 12,070 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -48.9% | 11,849 | $996K |
| Shira Ridge Wealth Management | 0.45% | Add +0.6% | 11,755 | $988K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +5.0% | 11,631 | $978K |
| Corient Private Wealth LP | 0.00% | Add +12.9% | 11,525 | $969K |
| CFS Investment Advisory Services, LLC | 0.08% | Reduce -6.0% | 11,123 | $935K |
| Evergreen Capital Management LLC | 0.03% | Add +13.7% | 10,969 | $922K |
| Tompkins Financial Corp. | 0.08% | No change | 10,958 | $921K |
| Investment Partners, LTD. | 0.35% | Add +0.3% | 10,946 | $920K |
| Versant Capital Management, Inc | 0.14% | Add +1.9% | 10,834 | $911K |
| Clark Asset Management, LLC | 0.12% | No change | 10,799 | $908K |
| &partners | 0.01% | Add +19.0% | 10,779 | $906K |
| Farther Finance Advisors, LLC | 0.02% | Add +5.8% | 10,480 | $881K |
| Fiduciary Trust Co | 0.01% | No change | 10,219 | $859K |
| Parallel Advisors, LLC | 0.02% | Add +13163.6% | 10,213 | $859K |
| Mosaic Family Wealth Partners, LLC | 0.11% | Add +0.2% | 9,950 | $836K |
| Diversify Advisory Services, LLC | 0.03% | Add +20.5% | 9,861 | $833K |
| Wesbanco Bank Inc. | 0.02% | Add +4.7% | 9,808 | $824K |
| SKY-Mountain Capital Management, Inc. | 0.54% | No change | 9,665 | $814K |
| Carr Financial Group Corp | 0.24% | New | 9,654 | $812K |
| Quantinno Capital Management LP | 0.00% | Reduce -6.7% | 9,561 | $804K |
| EP Wealth Advisors, LLC | 0.01% | Add +1.0% | 9,386 | $789K |
| Sweeney & Michel, LLC | 0.28% | Add +1.4% | 9,462 | $788K |
| Empirical Asset Management, LLC | 0.24% | Add +0.1% | 9,258 | $778K |
| Stephens Inc. | 0.01% | Add +2.0% | 9,240 | $777K |
| Mascoma Wealth Management LLC | 0.18% | No change | 9,230 | $776K |
| Arcus Capital Partners, LLC | 0.33% | Add +2.2% | 9,058 | $761K |
| Global Retirement Partners, LLC | 0.02% | — | 8,948 | $752K |
| Spirepoint Private Client, LLC | 0.08% | No change | 8,920 | $750K |
| Patriot Investment Management Group, Inc. | 0.05% | Reduce -3.2% | 8,890 | $747K |
| Woodmont Investment Counsel LLC | 0.05% | Reduce -73.6% | 8,827 | $742K |
| Premier Path Wealth Partners, LLC | 0.10% | Reduce -0.7% | 8,564 | $720K |
| Hilltop Partners LLC | 0.21% | Reduce -3.0% | 8,414 | $707K |
| PFG Advisors | 0.03% | Add +78.8% | 8,356 | $702K |
| Betterment LLC | 0.00% | New | 8,327 | $700K |
| IFG Advisory, LLC | 0.04% | Add +2.8% | 8,297 | $697K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +10.8% | 8,293 | $697K |
| Archford Capital Strategies, LLC | 0.09% | Reduce -55.4% | 8,270 | $695K |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.4% | 8,232 | $692K |
| Tolleson Wealth Management, Inc. | 0.12% | Reduce -4.3% | 8,177 | $687K |
| Bogart Wealth, LLC | 0.03% | No change | 8,137 | $684K |
| Black Diamond Financial, LLC | 0.11% | No change | 8,090 | $680K |
| Hibernia Wealth Partners, LLC | 0.25% | Add +101.2% | 8,053 | $677K |
| Venturi Wealth Management, LLC | 0.03% | No change | 8,031 | $675K |
| Portland Financial Advisors Inc | 1.62% | No change | 8,023 | $674K |
| Focus Financial Network, Inc. | 0.03% | Add +71.4% | 7,850 | $660K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -2.9% | 7,794 | $655K |
| Franklin Resources Inc. | 0.00% | Reduce -6.6% | 7,789 | $655K |
| Fiduciary Financial Group, LLC | 0.12% | Add +0.0% | 7,745 | $653K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -15.9% | 7,748 | $651K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -85.7% | 7,737 | $650K |
| 1900 Wealth Management LLC | 0.05% | Reduce -6.7% | 7,668 | $645K |
| Citadel Advisors | 0.00% | Reduce -53.1% | 7,619 | $640K |
| QRG Capital Management, Inc. | 0.01% | Add +113.7% | 7,433 | $625K |
| Essex Financial Services, Inc. | 0.04% | Add +0.4% | 7,389 | $621K |
| Heck Capital Advisors, LLC | 0.05% | Add +328.2% | 7,344 | $617K |
| Prospera Financial Services Inc | 0.01% | Add +5.5% | 7,310 | $615K |
| Pacific Center for Financial Services | 0.16% | Add +5.7% | 7,231 | $608K |
| Counterweight Ventures, LLC | 0.39% | No change | 7,058 | $593K |
| National Wealth Management Group, LLC | 0.33% | Add +113.5% | 7,052 | $593K |
| Lantz Financial LLC | 0.15% | No change | 7,041 | $592K |
| Dohj, LLC | 0.16% | Reduce -1.6% | 6,996 | $565K |
| Appleton Partners Inc. | 0.04% | Reduce -1.3% | 6,635 | $558K |
| Wolff Financial Management LLC | 0.14% | Add +1.8% | 6,552 | $551K |
| QTR Family Wealth, LLC | 0.34% | Reduce -1.9% | 6,537 | $549K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -1.0% | 6,492 | $546K |
| AQR Capital Management | 0.00% | Reduce -55.8% | 6,323 | $531K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -10.9% | 6,313 | $531K |
| Blair William & Co. | 0.00% | Add +2.7% | 6,288 | $529K |
| Creekside Partners | 0.25% | Add +1.6% | 6,224 | $523K |
| GTS Securities LLC | 0.02% | New | 6,189 | $520K |
| Blue Barn Wealth, LLC | 0.24% | Reduce -1.7% | 6,125 | $515K |
| Acorn Wealth Advisors, LLC | 0.19% | Reduce -0.6% | 6,110 | $514K |
| Cherry Tree Wealth Management, LLC | 0.12% | No change | 6,077 | $511K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -21.9% | 6,067 | $510K |
| Citizens National Bank Trust Department | 0.10% | Reduce -2.4% | 6,059 | $509K |
| Keystone Financial Group | 0.05% | Add +13.2% | 5,986 | $503K |
| Richardson Financial Services Inc. | 0.33% | Add +81.0% | 5,884 | $496K |
| Sage Mountain Advisors LLC | 0.03% | Reduce -27.8% | 5,854 | $492K |
| Aries Wealth Management | 0.13% | Reduce -69.2% | 5,776 | $486K |
| Insight Wealth Strategies, LLC | 0.06% | Add +0.7% | 5,737 | $484K |
| Ellis Investment Partners, LLC | 0.09% | Add +87.6% | 5,754 | $484K |
| Pinnacle Bancorp, Inc. | 0.15% | No change | 5,665 | $476K |
| Johnson Investment Counsel Inc. | 0.00% | Add +10.6% | 5,636 | $474K |
| Cornerstone Financial Group, LLC | 0.39% | Add +0.2% | 5,493 | $462K |
| Sovereign Investment Advisors, LLC | 0.13% | No change | 5,430 | $456K |
| Atria Investments, Inc | 0.01% | Reduce -11.1% | 5,396 | $454K |
| VestGen Advisors, LLC | 0.02% | No change | 5,395 | $454K |
| NFSG Corp | 0.07% | New | 5,392 | $453K |
| FAS Wealth Partners, Inc. | 0.03% | Add +1.1% | 5,328 | $448K |
| Cary Street Partners Financial LLC | 0.01% | Add +89.5% | 5,271 | $443K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.4% | 5,252 | $442K |
| JMG Financial Group, Ltd. | 0.01% | No change | 5,231 | $440K |
| Cibc World Market Inc. | 0.00% | Reduce -0.2% | 5,229 | $440K |
| Joel Isaacson & Co., LLC | 0.02% | New | 5,120 | $430K |
| Horizon Family Wealth, Inc. | 0.26% | New | 5,087 | $428K |
| Cowa, LLC | 0.16% | Add +7.5% | 4,978 | $418K |
| Caliber Wealth Management, LLC / KS | 0.04% | Reduce -2.8% | 4,971 | $418K |
| Stablepoint Partners, LLC | 0.07% | Reduce -2.3% | 4,920 | $414K |
| Financial Perspectives, Inc | 0.12% | Add +0.4% | 4,870 | $409K |
| Simplicity Wealth,LLC | 0.02% | New | 4,828 | $406K |
| K2 Financial Inc. | 0.35% | Add +4.4% | 4,888 | $402K |
| Visionary Wealth Advisors | 0.02% | Reduce -86.8% | 4,771 | $401K |
| Forum Private Client Group LLC | 0.15% | Reduce -9.4% | 4,665 | $392K |
| WBH Advisory Inc. | 0.03% | New | 4,652 | $391K |
| Landaas & Co. /Wi | 0.09% | New | 4,650 | $391K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -13.4% | 4,616 | $388K |
| Goldstein Advisors, LLC | 0.05% | Reduce -12.5% | 4,596 | $386K |
| Grey Fox Wealth Advisors, LLC | 0.09% | Add +1.8% | 4,526 | $380K |
| Peak Financial Management, Inc. | 0.11% | Add +0.0% | 4,470 | $376K |
| AMG National Trust Bank | 0.01% | Add +1.0% | 4,469 | $376K |
| Integrated Advisors Network LLC | 0.02% | Add +1.3% | 4,463 | $375K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,440 | $373K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.4% | 4,432 | $373K |
| Sage Capital Advisors,llc | 0.09% | No change | 4,413 | $371K |
| Blankinship & Foster, LLC | 0.09% | Reduce -10.4% | 4,398 | $370K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.3% | 4,395 | $369K |
| Ackerman Capital Advisors, LLC | 0.08% | Add +1.2% | 4,350 | $366K |
| James J. Burns & Company, LLC | 0.06% | Add +1.8% | 4,316 | $363K |
| Arrowroot Family Office, LLC | 0.16% | — | 4,303 | $362K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -1.7% | 4,283 | $360K |
| Brighton Jones LLC | 0.01% | Add +10.0% | 4,279 | $360K |
| Ewa, LLC | 0.11% | Reduce -17.7% | 4,254 | $358K |
| Traction Financial Partners, LLC | 0.24% | Add +0.1% | 4,241 | $356K |
| Tme Financial, Inc. | 0.29% | Add +0.8% | 4,239 | $356K |
| Global Trust Asset Management, LLC | 0.19% | New | 4,200 | $353K |
| Summit Wealth Partners, LLC | 0.07% | Add +1.5% | 4,108 | $345K |
| NewEdge Wealth, LLC | 0.01% | Add +0.1% | 4,065 | $342K |
| Nabity-Jensen Investment Management Inc | 0.25% | No change | 4,053 | $341K |
| Bessemer Group Inc. | 0.00% | Reduce -7.0% | 4,019 | $338K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 3,950 | $332K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -1.6% | 3,949 | $332K |
| Bestgate Wealth Advisors, LLC | 0.68% | No change | 4,234 | $330K |
| GDS Wealth Management | 0.02% | No change | 3,839 | $323K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 3,835 | $322K |
| Interactive Financial Advisors, Inc. | 0.16% | Add +9.8% | 3,830 | $322K |
| Ceera Investments, LLC | 0.10% | No change | 3,810 | $320K |
| Diversified Enterprises, LLC | 0.02% | Add +9.6% | 3,805 | $320K |
| Centurion Wealth Management LLC | 0.09% | No change | 3,781 | $318K |
| Kathmere Capital Management, LLC | 0.02% | Add +5.0% | 3,722 | $313K |
| Pathway Financial Advisors LLC | 0.05% | Reduce -2.4% | 3,690 | $310K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -62.9% | 3,620 | $304K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | Add +1.9% | 3,585 | $301K |
| Family Capital Trust Co | 0.10% | No change | 3,550 | $298K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -0.3% | 3,525 | $296K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -3.2% | 3,524 | $296K |
| Csenge Advisory Group | 0.02% | Reduce -4.5% | 3,462 | $292K |
| Greykasell Wealth Strategies, Inc. | 0.14% | New | 3,465 | $291K |
| BCGM Wealth Management, LLC | 0.08% | Reduce -4.9% | 3,406 | $286K |
| Meridian Wealth Advisors, LLC | 0.05% | No change | 3,390 | $285K |
| Western Wealth Management, LLC | 0.02% | Add +29.9% | 3,379 | $284K |
| Bond & Devick Financial Network, Inc. | 0.09% | No change | 3,378 | $284K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 3,361 | $283K |
| Sowell Financial Services LLC | 0.01% | Add +0.4% | 3,261 | $274K |
| Principal Financial Group Inc. | 0.00% | No change | 3,258 | $274K |
| Bolthouse Investments, LLC | 0.27% | No change | 3,220 | $271K |
| Commerce Bank | 0.00% | No change | 3,193 | $268K |
| Wedmont Private Capital | 0.01% | New | 3,151 | $265K |
| First Citizens Financial Corp | 0.15% | No change | 3,143 | $264K |
| Fulton Bank, N.A. | 0.01% | Reduce -5.3% | 3,131 | $263K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 3,120 | $262K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 3,115 | $262K |
| Elevate Wealth Advisory, Inc. | 0.19% | Add +3.0% | 3,107 | $261K |
| Baker Avenue Asset Management, LP | 0.01% | Add +3.3% | 3,106 | $261K |
| Vanguard Group Inc. | 0.00% | Reduce -3.5% | 3,105 | $261K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 3,097 | $260K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 3,093 | $260K |
| Squarepoint Ops LLC | 0.00% | New | 3,079 | $259K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1809.4% | 3,055 | $257K |
| Apeiron RIA LLC | 0.07% | Add +0.4% | 3,053 | $257K |
| Summit X, LLC | 0.05% | Add +1.3% | 3,043 | $256K |
| AE Wealth Management LLC | 0.00% | Reduce -92.7% | 3,029 | $255K |
| US Bancorp \de | 0.00% | Reduce -98.8% | 3,012 | $253K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -3.2% | 2,978 | $250K |
| OneAscent Financial Services LLC | 0.02% | Add +4.8% | 2,952 | $249K |
| PDS Planning, Inc | 0.02% | No change | 2,930 | $246K |
| Liberty Wealth Management LLC | 0.04% | New | 2,905 | $244K |
| Blue Zone Wealth Advisors, LLC | 0.06% | Add +5.8% | 2,882 | $242K |
| Apollon Wealth Management, LLC | 0.00% | Add +6.0% | 2,861 | $240K |
| Medallion Wealth Advisors, LLC | 0.09% | Reduce -8.5% | 2,820 | $238K |
| Wealthfront Advisers LLC | 0.00% | New | 2,809 | $236K |
| Arax Advisory Partners | 0.01% | Reduce -21.8% | 2,807 | $236K |
| Planning Directions Inc. | 0.13% | Add +1.6% | 2,806 | $236K |
| Savvy Advisors, Inc. | 0.02% | New | 2,799 | $235K |
| Sovran Advisors, LLC | 0.02% | New | 2,814 | $235K |
| Strategic Blueprint, LLC | 0.01% | New | 2,783 | $234K |
| Claro Advisors Inc. | 0.04% | Reduce -0.9% | 2,764 | $232K |
| Mission Wealth Management, LP | 0.01% | Add +0.9% | 2,755 | $232K |
| Kaufman Rossin Wealth, LLC | 0.15% | New | 2,753 | $231K |
| IFP Advisors, Inc | 0.01% | Add +21.3% | 2,741 | $230K |
| Veery Capital, LLC | 0.08% | Reduce -0.2% | 2,740 | $230K |
| Dravo Bay LLC | 0.11% | New | 2,725 | $229K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,724 | $229K |
| Synovus Financial Corp. | 0.00% | Add +0.1% | 2,721 | $229K |
| Fisher Asset Management | 0.00% | Reduce -18.5% | 2,700 | $227K |
| Richmond Investment Services, LLC | 0.05% | New | 2,690 | $226K |
| Warner Financial, Inc. | 0.09% | Reduce -2.2% | 2,676 | $225K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 2,649 | $223K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | Reduce -69.5% | 2,630 | $221K |
| Sovereign Financial Group, Inc. | 0.05% | No change | 2,630 | $221K |
| Two Sigma Securities, LLC | 0.03% | Reduce -33.2% | 2,595 | $218K |
| Meridian Financial Advisors, LLC | 0.14% | New | 2,559 | $215K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 2,557 | $215K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | New | 2,545 | $214K |
| Christensen, King & Associates Investment Services, Inc. | 0.10% | Reduce -3.4% | 2,526 | $212K |
| Smartleaf Asset Management LLC | 0.02% | Add +2.9% | 2,525 | $211K |
| Independence Bank of Kentucky | 0.03% | Reduce -16.7% | 2,500 | $210K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | New | 2,490 | $209K |
| AdvisorNet Financial, Inc | 0.01% | Add +45.4% | 2,475 | $208K |
| Waverly Advisors, LLC | 0.00% | New | 2,465 | $207K |
| Straight Path Wealth Management | 0.07% | Reduce -12.3% | 2,446 | $206K |
| Bravias Capital Group, LLC | 0.15% | New | 2,442 | $205K |
| Asset Dedication, LLC | 0.01% | No change | 2,419 | $203K |
| Alteri Wealth LLC | 0.08% | Reduce -17.0% | 2,401 | $202K |
| Citigroup Inc. | 0.00% | No change | 2,393 | $201K |
| Sensible Money, LLC | 0.08% | New | 2,382 | $200K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -85.8% | 2,319 | $195K |
| SYM FINANCIAL Corp | 0.02% | No change | 2,306 | $194K |
| Gen-Wealth Partners Inc | 0.07% | No change | 2,245 | $189K |
| Boreal Capital Management LLC | 0.18% | — | 2,220 | $187K |
| Ancora Advisors LLC | 0.00% | Add +191.6% | 2,158 | $181K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -0.2% | 2,562 | $181K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +79.8% | 2,127 | $179K |
| Strengthening Families & Communities, LLC | 0.09% | No change | 1,941 | $163K |
| Colonial Trust Co / SC | 0.02% | Reduce -0.6% | 1,917 | $161K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.3% | 1,792 | $151K |
| HM Payson & Co. | 0.00% | No change | 1,735 | $146K |
| Whittier Trust Co. | 0.00% | No change | 1,634 | $137K |
| Archer Investment Corp | 0.03% | Reduce -4.1% | 1,608 | $135K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,606 | $135K |
| Delta Asset Management LLC | 0.01% | No change | 1,474 | $124K |
| Centaurus Financial, Inc. | 0.01% | Reduce -23.2% | 1,463 | $123K |
| Private Trust Co. NA | 0.01% | Reduce -55.3% | 1,341 | $113K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +64.7% | 1,326 | $111K |
| CIBC Private Wealth Group LLC | 0.00% | Add +28.6% | 1,314 | $110K |
| Elevation Wealth Partners, LLC | 0.04% | Reduce -18.6% | 1,295 | $109K |
| Paladin Advisory Group, LLC | 0.08% | No change | 1,229 | $103K |
| Barrett & Company, Inc. | 0.04% | No change | 1,212 | $102K |
| SouthState Bank Corp | 0.00% | No change | 1,159 | $97K |
| WFA of San Diego, LLC | 0.07% | — | 1,154 | $97K |
| Transce3nd, LLC | 0.04% | Reduce -23.9% | 1,148 | $97K |
| Reyes Financial Architecture, Inc. | 0.08% | No change | 1,147 | $96K |
| Sagard Holdings Management Inc. | 0.25% | — | 1,050 | $88K |
| Lanark Financial, Inc. | 0.01% | Reduce -96.1% | 995 | $83K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 977 | $82K |
| Provident Wealth Management, LLC | 0.02% | No change | 875 | $74K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 873 | $73K |
| Running Point Capital Advisors, LLC | 0.02% | Add +7.9% | 847 | $71K |
| Colonial Trust Advisors | 0.00% | Add +3.5% | 673 | $57K |
| Webster Bank, N. A. | 0.01% | No change | 650 | $55K |
| Larson Financial Group LLC | 0.00% | Reduce -35.2% | 623 | $52K |
| Atlantic Union Bankshares Corp | 0.00% | New | 580 | $49K |
| WPG Advisers, LLC | 0.04% | Reduce -9.3% | 566 | $48K |
| Integrity Financial Corp | 0.02% | Reduce -9.6% | 563 | $47K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +9.1% | 526 | $44K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -9.1% | 509 | $43K |
| CKW Financial Group | 0.00% | No change | 500 | $42K |
| Harbor Asset Planning, Inc. | 0.04% | — | 487 | $41K |
| Signaturefd, LLC | 0.00% | New | 487 | $41K |
| Townsend Asset Management Corp. /NC/ | 0.01% | Add +0.8% | 478 | $40K |
| Westside Investment Management, Inc. | 0.01% | Add +30.9% | 458 | $38K |
| CX Institutional | 0.00% | No change | 412 | $35K |
| Beacon Capital Management, LLC | 0.00% | Add +0.2% | 413 | $35K |
| CoreCap Advisors, LLC | 0.00% | Reduce -26.9% | 410 | $34K |
| Fairscale Capital, LLC | 0.02% | No change | 405 | $33K |
| First Pacific Financial | 0.00% | New | 371 | $31K |
| Hanson & Doremus Investment Management | 0.00% | No change | 362 | $30K |
| Howe & Rusling Inc. | 0.00% | New | 350 | $29K |
| Bfsg, LLC | 0.00% | No change | 316 | $27K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -30.3% | 299 | $25K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -77.3% | 292 | $25K |
| Golden State Wealth Management, LLC | 0.00% | No change | 288 | $24K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +1.8% | 281 | $24K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +2.2% | 282 | $23K |
| Glassman Wealth Services | 0.00% | No change | 268 | $23K |
| Spire Wealth Management | 0.00% | Reduce -35.0% | 256 | $22K |
| Salem Investment Counselors Inc. | 0.00% | No change | 232 | $20K |
| LRI Investments, LLC | 0.00% | Reduce -9.2% | 228 | $19K |
| Nemes Rush Group LLC | 0.00% | New | 227 | $19K |
| Clear Investment Research, LLC | 0.02% | No change | 217 | $18K |
| PrairieView Partners, LLC | 0.00% | No change | 205 | $17K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 192 | $16K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 180 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 180 | $15K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 177 | $15K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 177 | $15K |
| Russell Investments Group, Ltd. | 0.00% | New | 167 | $14K |
| Avion Wealth | 0.00% | Add +64.4% | 171 | $14K |
| Nalls Sherbakoff Group, LLC | 0.01% | Reduce -22.8% | 166 | $14K |
| CENTRAL TRUST Co | 0.00% | New | 142 | $12K |
| Sound Income Strategies, LLC | 0.00% | Reduce -23.3% | 138 | $12K |
| DecisionPoint Financial, LLC | 0.00% | New | 137 | $12K |
| Highline Wealth Partners LLC | 0.00% | Add +1.5% | 135 | $11K |
| Millstone Evans Group, LLC | 0.01% | No change | 128 | $11K |
| Key Financial Inc | 0.00% | No change | 128 | $11K |
| Exchange Traded Concepts, LLC | 0.00% | New | 108 | $9K |
| First Command Advisory Services, Inc. | 0.00% | No change | 104 | $9K |
| Center for Financial Planning, Inc. | 0.00% | No change | 103 | $9K |
| Bangor Savings Bank | 0.00% | No change | 99 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | Add +113.6% | 94 | $8K |
| Montag A & Associates Inc. | 0.00% | New | 91 | $8K |
| Hollencrest Capital Management | 0.00% | Add +1.1% | 90 | $8K |
| 10Elms LLP | 0.01% | No change | 89 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +2.5% | 83 | $7K |
| BankPlus Trust Department | 0.00% | No change | 69 | $6K |
| Logan Capital Management Inc. | 0.00% | Add +1.5% | 67 | $6K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 63 | $5K |
| Accredited Wealth Management, LLC | 0.00% | Reduce -78.8% | 53 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 53 | $4K |
| Painted Porch Advisors LLC | 0.00% | No change | 48 | $4K |
| Creative Financial Designs Inc. | 0.00% | Add +2.3% | 45 | $4K |
| Ameriflex Group, Inc. | 0.00% | No change | 43 | $4K |
| GAMMA Investing LLC | 0.00% | Reduce -2.4% | 41 | $3K |
| Motco | 0.00% | No change | 39 | $3K |
| Dunhill Financial, LLC | 0.00% | New | 32 | $3K |
| Binnacle Investments Inc | 0.00% | Add +7.4% | 29 | $2K |
| Eastern Bank | 0.00% | No change | 29 | $2K |
| Abound Wealth Management | 0.00% | Add +3.7% | 28 | $2K |
| Towne Trust Company, N.A | 0.00% | No change | 27 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +80.0% | 27 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.0% | 26 | $2K |
| Dogwood Wealth Management LLC | 0.00% | New | 21 | $2K |
| BNP Paribas Financial Markets | 0.00% | Add +900.0% | 20 | $2K |
| JNBA Financial Advisors | 0.00% | New | 13 | $1K |
| Capital A Wealth Management, LLC | 0.01% | New | 16 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 12 | $1K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 12 | $1K |
| BTG Pactual Asset Management US LLC | 0.00% | New | 12 | $1K |
| Princeton Global Asset Management LLC | 0.00% | No change | 11 | $925 |
| Alerus Financial NA | 0.00% | New | 8 | $672 |
| Legacy Investment Solutions, LLC | 0.00% | — | 6 | $505 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 6 | $505 |
| Kilter Group LLC | 0.00% | New | 6 | $505 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.3% | 5 | $420 |
"% of holder's portfolio" is EFAV's weight in each manager's 13F, not the share of iShares MSCI Eafe Min Vol Fa the manager owns.