iShares MSCI Eafe Min Vol FaEFAVETF
13F holders, Q4 2025 (December 31)538holders +22
38new positions
45sold out
4famous investors
$86.26avg. 13F price*
At the end of Q4 2025, 538 institutions reported holding iShares MSCI Eafe Min Vol Fa (EFAV) in their 13F filings, up 22 from Q3 2025. 38 opened new positions and 45 sold out. The largest holders were FMR LLC ($690.3M), BlackRock, Inc. ($345.4M) and Bank of America Corp. ($344.4M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $25.5M |
| Exits | 45 | $23.4M |
All 13F filers, Q3 2025 → Q4 2025: 1,557,513 shares bought and 2,406,481 shares sold, net −848,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 538 holders
| FMR LLC | 0.04% | Reduce -4.8% | 8,003,783 | $690.3M |
| BlackRock, Inc. | 0.01% | Reduce -8.8% | 4,005,188 | $345.4M |
| Bank of America Corp. | 0.03% | Add +2.4% | 3,993,511 | $344.4M |
| Morgan Stanley | 0.01% | Add +9.0% | 2,310,102 | $199.2M |
| Wharton Business Group, LLC | 5.78% | Reduce -0.3% | 1,761,493 | $151.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -3.0% | 1,155,527 | $99.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -6.9% | 968,946 | $83.6M |
| LPL Financial LLC | 0.02% | Reduce -8.9% | 897,574 | $77.4M |
| Securian Asset Management, Inc. | 2.62% | Reduce -1.9% | 799,769 | $69.0M |
| Financial Engines Advisors L.L.C. | 0.13% | Reduce -1.9% | 797,202 | $68.8M |
| Wells Fargo & Company | 0.01% | Reduce -7.2% | 704,406 | $60.8M |
| Sei Investments Co. | 0.06% | Add +5.3% | 667,769 | $57.6M |
| UBS Group AG | 0.01% | Reduce -10.8% | 635,068 | $54.8M |
| Ameriprise Financial Inc. | 0.01% | Add +20.2% | 626,497 | $54.0M |
| Royal Bank of Canada | 0.01% | Reduce -4.4% | 497,728 | $42.9M |
| Raymond James Financial Inc. | 0.01% | Add +8.3% | 463,033 | $39.9M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -6.6% | 445,083 | $38.4M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +1.4% | 431,027 | $37.2M |
| Assetmark, Inc. | 0.08% | Reduce -17.4% | 429,784 | $37.1M |
| Creative Planning | 0.02% | Add +208.7% | 392,916 | $33.9M |
| Amundi | 0.01% | Reduce -5.5% | 389,784 | $33.6M |
| Summit Financial, LLC | 0.47% | Add +2.7% | 371,659 | $32.1M |
| Cetera Investment Advisers | 0.03% | Reduce -4.5% | 348,098 | $30.0M |
| Alliancebernstein L.P. | 0.01% | Add +7.0% | 319,012 | $27.5M |
| Facet Wealth, Inc. | 0.47% | Add +5.7% | 300,240 | $26.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -5.2% | 306,622 | $26.4M |
| Jane Street Group, LLC | 0.03% | Reduce -13.3% | 281,552 | $24.3M |
| Vestcor Inc | 0.57% | Add +452.1% | 230,175 | $19.9M |
| Armbruster Capital Management, Inc. | 3.18% | Add +1.1% | 219,293 | $18.9M |
| Brookstone Capital Management | 0.22% | Reduce -8.4% | 218,547 | $18.8M |
| MML Investors Services, LLC | 0.04% | Add +9.6% | 190,982 | $16.5M |
| Lester Murray Antman dba SimplyRich | 4.30% | Add +0.4% | 190,855 | $16.5M |
| Jones Financial Companies LLLP | 0.01% | Add +11.7% | 182,103 | $15.7M |
| Portfolio Design Labs, LLC | 2.51% | Reduce -5.5% | 176,157 | $15.2M |
| Flow Traders U.S. LLC | 0.47% | New | 166,269 | $14.3M |
| Purpose Unlimited Inc. | 0.65% | — | 162,147 | $14.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -23.0% | 158,208 | $13.6M |
| Mariner, LLC | 0.02% | Reduce -3.6% | 151,521 | $13.1M |
| Ledyard National Bank | 1.11% | Add +0.3% | 149,574 | $12.9M |
| Captrust Financial Advisors | 0.02% | Reduce -21.7% | 147,409 | $12.7M |
| Anderson Hoagland & Co. | 1.09% | Reduce -0.9% | 146,417 | $12.6M |
| Symmetry Partners, LLC | 0.68% | Add +1.0% | 133,347 | $11.5M |
| Truist Financial Corp. | 0.01% | Add +2.3% | 129,821 | $11.2M |
| Ascent Group, LLC | 0.38% | Reduce -2.9% | 127,374 | $11.0M |
| ProVise Management Group, LLC | 0.73% | Add +0.1% | 119,433 | $10.3M |
| Principal Securities, Inc. | 0.15% | Reduce -2.3% | 113,406 | $9.8M |
| Magnus Financial Group LLC | 0.74% | Add +0.4% | 111,799 | $9.6M |
| Comerica Bank | 0.04% | Add +1.5% | 108,923 | $9.4M |
| Geneos Wealth Management Inc. | 0.23% | Add +2.7% | 107,632 | $9.3M |
| JPMorgan Chase & Co. | 0.00% | Add +4.2% | 105,877 | $9.1M |
| Choreo, LLC | 0.10% | Reduce -1.7% | 93,482 | $8.1M |
| Trustmark Bank Trust Department | 0.49% | Add +2.4% | 90,021 | $7.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.1% | 89,601 | $7.7M |
| Founders Financial Securities LLC | 0.45% | Add +3.0% | 88,169 | $7.6M |
| Horizon Investments, LLC | 0.10% | Add +2.7% | 87,882 | $7.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.7% | 86,336 | $7.4M |
| Stifel Financial Corp. | 0.01% | Add +3.4% | 85,858 | $7.4M |
| Cutler Investment Counsel LLC | 0.77% | Reduce -2.1% | 85,432 | $7.4M |
| Asset Management Group, Inc. | 1.18% | Add +1.3% | 84,390 | $7.3M |
| Alpha Capital Advisors Inc. | 6.63% | — | 82,260 | $7.2M |
| Yeomans Consulting Group, Inc. | 2.09% | Add +1.7% | 82,525 | $7.1M |
| Mission Creek Capital Partners, Inc. | 1.39% | Add +9.6% | 79,863 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.4% | 78,276 | $6.8M |
| Well Done, LLC | 1.01% | Reduce -3.9% | 78,246 | $6.7M |
| Focus Partners Wealth | 0.01% | Add +0.9% | 68,778 | $5.9M |
| Estate Counselors, LLC | 0.50% | Add +2.5% | 68,766 | $5.9M |
| NewEdge Advisors, LLC | 0.02% | Add +3.1% | 68,661 | $5.9M |
| Merit Financial Group, LLC | 0.05% | Reduce -9.1% | 68,559 | $5.9M |
| Glenmede Trust Co. NA | 0.03% | — | 67,917 | $5.9M |
| Aspiriant, LLC | 0.16% | Reduce -14.6% | 65,678 | $5.7M |
| Anchor Investment Management, LLC | 0.45% | Add +4.6% | 63,594 | $5.5M |
| Bank of Montreal | 0.00% | Reduce -0.3% | 62,719 | $5.4M |
| Apella Capital, LLC | 0.11% | Reduce -14.5% | 62,238 | $5.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +47.4% | 60,982 | $5.3M |
| World Investment Advisors | 0.08% | Add +1.7% | 59,391 | $5.1M |
| Wealth Advisors of Iowa, LLC | 1.61% | Reduce -81.5% | 57,007 | $4.9M |
| TCV Trust & Wealth Management, Inc. | 0.40% | Add +2.2% | 56,907 | $4.9M |
| Tudor Investment Corporation | 0.03% | Reduce -29.7% | 53,582 | $4.6M |
| Cwm, LLC | 0.01% | Add +5.3% | 53,568 | $4.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.9% | 50,536 | $4.4M |
| Strategic Blueprint, LLC | 0.25% | Add +20.9% | 49,667 | $4.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +193.6% | 49,097 | $4.2M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -10.8% | 48,913 | $4.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +16.4% | 48,498 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Add +5.1% | 45,808 | $4.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -15.2% | 44,454 | $3.8M |
| MorganRosel Wealth Management, LLC | 0.94% | Add +6.5% | 43,472 | $3.7M |
| Shore Point Advisors, LLC | 1.55% | Add +0.2% | 42,452 | $3.7M |
| Advisory Services Network, LLC | 0.05% | Add +3.9% | 41,445 | $3.6M |
| MAI Capital Management | 0.02% | Reduce -0.2% | 41,389 | $3.6M |
| Mutual Advisors, LLC | 0.08% | Reduce -0.5% | 41,336 | $3.6M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -3.8% | 41,161 | $3.6M |
| IMA Advisory Services, Inc. | 0.33% | Reduce -16.9% | 39,894 | $3.4M |
| Samalin Investment Counsel, LLC | 1.22% | Add +7.1% | 39,627 | $3.4M |
| Savant Capital, LLC | 0.02% | Add +2.5% | 38,011 | $3.3M |
| Compass Financial Group, Inc. (Ohio) | 2.38% | — | 37,764 | $3.3M |
| Corsicana & Co. | 1.81% | Reduce -1.2% | 37,374 | $3.2M |
| Capital Analysts, LLC | 0.09% | Reduce -3.7% | 37,355 | $3.2M |
| Rehmann Capital Advisory Group | 0.16% | Reduce -5.3% | 34,067 | $3.1M |
| BridgePort Financial Solutions, LLC | 0.81% | Reduce -1.8% | 34,802 | $3.0M |
| Physician Wealth Advisors, Inc. | 0.41% | Reduce -4.3% | 34,391 | $3.0M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -5.5% | 34,304 | $3.0M |
| Transamerica Financial Advisors, LLC | 0.24% | Reduce -2.5% | 33,313 | $2.9M |
| Rakuten Investment Management, Inc. | 0.01% | No change | 32,757 | $2.8M |
| Three Bearings Fiduciary Advisors, Inc. | 2.58% | — | 30,897 | $2.8M |
| VAUGHAN & Co SECURITIES, INC. | 1.41% | Reduce -1.8% | 31,711 | $2.7M |
| Brickley Wealth Management | 0.45% | Add +3.9% | 31,002 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +15.3% | 30,408 | $2.6M |
| Prism Advisors, Inc. | 0.69% | Reduce -0.9% | 30,144 | $2.6M |
| Level Four Advisory Services, LLC | 0.08% | No change | 30,090 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Reduce -25.5% | 28,567 | $2.5M |
| Mgo One Seven LLC | 0.05% | Add +3.7% | 28,557 | $2.5M |
| IHT Wealth Management, LLC | 0.06% | Add +4.4% | 27,605 | $2.4M |
| Mather Group, Llc. | 0.02% | No change | 27,126 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +27.3% | 26,201 | $2.3M |
| Arkadios Wealth Advisors | 0.04% | Add +83.5% | 26,029 | $2.2M |
| Shufro Rose & Co. LLC | 0.15% | Add +39.9% | 25,507 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -1.6% | 25,418 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.10% | Add +1.8% | 24,702 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -45.4% | 24,034 | $2.1M |
| UMB Bank, n.a. | 0.03% | Reduce -1.7% | 24,023 | $2.1M |
| M Holdings Securities, Inc. | 0.15% | New | 23,587 | $2.0M |
| Fortune Financial Advisors, LLC | 1.36% | Add +1.5% | 23,384 | $2.0M |
| Friedenthal Financial | 1.01% | Reduce -14.9% | 22,776 | $2.0M |
| Klingman & Associates, LLC | 0.09% | Reduce -2.0% | 22,691 | $2.0M |
| CGN Advisors LLC | 0.15% | Add +6.1% | 22,045 | $1.9M |
| Elevation Capital Advisory, LLC | 0.78% | New | 22,021 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.8% | 21,929 | $1.9M |
| McNaughton Wealth Management, LLC | 0.77% | Add +0.1% | 21,796 | $1.9M |
| Hershey Financial Advisers, LLC | 1.58% | New | 21,639 | $1.9M |
| RHS Financial, LLC | 0.91% | Reduce -27.4% | 21,597 | $1.9M |
| &partners | 0.01% | Add +20.9% | 21,591 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.7% | 21,446 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +2.3% | 21,330 | $1.8M |
| CVA Family Office, LLC | 0.21% | Add +0.1% | 20,881 | $1.8M |
| Brown Wealth Management, LLC | 0.47% | Add +0.7% | 20,821 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +5.1% | 20,707 | $1.8M |
| Berger Financial Group, Inc | 0.10% | Reduce -0.1% | 20,550 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +6.6% | 20,352 | $1.8M |
| SageView Advisory Group, LLC | 0.06% | Add +0.7% | 20,112 | $1.7M |
| Parallel Advisors, LLC | 0.03% | Reduce -3.2% | 19,754 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +67.0% | 19,512 | $1.7M |
| Breakwater Capital Group | 0.23% | Add +1.0% | 19,403 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -9.6% | 18,909 | $1.6M |
| Bell Investment Advisors, Inc | 0.25% | Reduce -0.2% | 18,031 | $1.6M |
| Bellwether Advisors, LLC | 0.25% | Add +4.6% | 17,909 | $1.5M |
| Betterment LLC | 0.00% | Add +17.4% | 17,889 | $1.5M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -3.4% | 16,805 | $1.5M |
| Bleakley Financial Group, LLC | 0.03% | Add +0.5% | 17,767 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Add +1.9% | 17,684 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +11.5% | 17,490 | $1.5M |
| TPG Advisors LLC | 0.94% | Reduce -3.8% | 17,488 | $1.5M |
| Magnolia Capital Advisors LLC | 0.31% | Add +27.3% | 17,300 | $1.5M |
| Roof Eidam Maycock Peralta, LLC | 0.34% | No change | 17,269 | $1.5M |
| Foster Victor Wealth Advisors, LLC | 0.08% | Reduce -4.5% | 16,196 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +0.1% | 16,398 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +3.0% | 16,295 | $1.4M |
| Peterson Wealth Advisors, LLC | 0.19% | Reduce -3.8% | 16,210 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +0.6% | 16,096 | $1.4M |
| Tacita Capital Inc | 0.79% | No change | 15,759 | $1.4M |
| Valley Forge Investment Consultants Inc. Adv | 0.39% | Reduce -4.5% | 15,686 | $1.4M |
| Aznar Financial Advisors, LLC | 1.30% | — | 15,637 | $1.3M |
| Foster Group, Inc. | 0.04% | Add +0.6% | 15,470 | $1.3M |
| Carr Financial Group Corp | 0.35% | Add +49.4% | 15,134 | $1.3M |
| Tempo Wealth, LLC | 0.23% | — | 15,067 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.14% | Add +2.4% | 14,859 | $1.3M |
| Sawgrass Asset Management LLC | 0.16% | No change | 14,604 | $1.3M |
| Citizens Financial Group Inc. | 0.02% | Reduce -3.8% | 14,602 | $1.3M |
| Ibex Wealth Advisors | 0.12% | Add +6.8% | 14,338 | $1.2M |
| TSG Advice Partners, LLC | 0.19% | — | 14,143 | $1.2M |
| Compound Planning, Inc. | 0.04% | Add +0.1% | 14,141 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +5.4% | 13,970 | $1.2M |
| Acadian Asset Management LLC | 0.00% | New | 13,790 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +5.6% | 13,571 | $1.2M |
| Waldron Private Wealth LLC | 0.05% | No change | 13,386 | $1.2M |
| Allworth Financial LP | 0.00% | Reduce -0.6% | 13,120 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Add +14.7% | 13,050 | $1.1M |
| Round Rock Advisors LLC | 0.17% | Reduce -1.8% | 12,946 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +4.3% | 12,826 | $1.1M |
| Lido Advisors, LLC | 0.00% | No change | 12,651 | $1.1M |
| Renaissance Technologies | 0.00% | Add +10.7% | 12,400 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | Add +29.5% | 12,384 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +17.6% | 12,357 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -5.0% | 12,177 | $1.1M |
| Baker Ellis Asset Management LLC | 0.13% | No change | 12,150 | $1.0M |
| PCA Investment Advisory Services Inc. | 0.37% | Reduce -11.9% | 12,134 | $1.0M |
| Moneco Advisors, LLC | 0.08% | Add +3.4% | 11,923 | $1.0M |
| Foster & Motley Inc. | 0.05% | Reduce -4.5% | 11,575 | $998K |
| Evergreen Capital Management LLC | 0.02% | Add +5.0% | 11,521 | $994K |
| Shira Ridge Wealth Management | 0.39% | Reduce -2.6% | 11,392 | $983K |
| Versant Capital Management, Inc | 0.12% | Add +1.4% | 10,982 | $947K |
| CFG Wealth Management Services, Inc. | 0.89% | — | 10,973 | $946K |
| Investment Partners, LTD. | 0.33% | Add +0.2% | 10,969 | $946K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -17.7% | 10,908 | $941K |
| Clark Asset Management, LLC | 0.10% | No change | 10,799 | $931K |
| Sweeney & Michel, LLC | 0.27% | Add +4.0% | 9,843 | $921K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -3.6% | 10,607 | $915K |
| Composition Wealth, LLC | 0.01% | Reduce -0.9% | 10,569 | $912K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.32% | Reduce -12.8% | 10,556 | $910K |
| Prospera Financial Services Inc | 0.01% | Add +5.4% | 10,542 | $909K |
| Focus Financial Network, Inc. | 0.03% | Reduce -0.6% | 10,421 | $899K |
| Keenan, LLC | 0.79% | — | 10,417 | $898K |
| PFG Advisors | 0.04% | Add +9.3% | 10,304 | $889K |
| Joel Isaacson & Co., LLC | 0.03% | Add +1.4% | 10,258 | $885K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +234.3% | 10,248 | $884K |
| SKY-Mountain Capital Management, Inc. | 0.58% | Add +0.8% | 9,805 | $868K |
| Fiduciary Trust Co | 0.01% | Reduce -1.7% | 10,047 | $867K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -25.8% | 9,764 | $842K |
| Mosaic Family Wealth Partners, LLC | 0.09% | Reduce -2.2% | 9,734 | $840K |
| Tompkins Financial Corp. | 0.06% | No change | 9,668 | $834K |
| Lexington Hill Partners, LLC | 0.62% | — | 9,635 | $831K |
| Ellis Investment Partners, LLC | 0.14% | Add +10.3% | 9,562 | $825K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -4.4% | 9,532 | $822K |
| Wesbanco Bank Inc. | 0.02% | Reduce -4.8% | 9,298 | $802K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -6.7% | 9,161 | $800K |
| Empirical Asset Management, LLC | 0.23% | Add +0.1% | 9,267 | $799K |
| Stephens Inc. | 0.01% | No change | 9,240 | $797K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.9% | 9,205 | $796K |
| Arcus Capital Partners, LLC | 0.28% | Add +1.2% | 9,164 | $790K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +0.0% | 9,050 | $781K |
| Spirepoint Private Client, LLC | 0.07% | No change | 8,920 | $769K |
| Savvy Advisors, Inc. | 0.02% | Add +12.4% | 8,840 | $762K |
| National Wealth Management Group, LLC | 0.26% | Add +88.7% | 8,630 | $744K |
| Hibernia Wealth Partners, LLC | 0.22% | Add +109.5% | 8,438 | $728K |
| Premier Path Wealth Partners, LLC | 0.09% | Reduce -1.9% | 8,403 | $725K |
| IFG Advisory, LLC | 0.03% | Add +0.9% | 8,368 | $722K |
| Bogart Wealth, LLC | 0.03% | Add +2.5% | 8,342 | $719K |
| Tolleson Wealth Management, Inc. | 0.10% | No change | 8,177 | $705K |
| Mascoma Wealth Management LLC | 0.15% | Reduce -12.0% | 8,121 | $700K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -2.0% | 8,079 | $697K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 8,032 | $693K |
| Venturi Wealth Management, LLC | 0.03% | No change | 8,031 | $693K |
| Portland Financial Advisors Inc | 1.47% | No change | 8,023 | $692K |
| Black Diamond Financial, LLC | 0.07% | Reduce -1.0% | 8,010 | $691K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +2.4% | 7,937 | $685K |
| Clearstead Advisors, LLC | 0.01% | Reduce -2.9% | 7,887 | $680K |
| Franklin Resources Inc. | 0.00% | No change | 7,789 | $672K |
| Fiduciary Financial Group, LLC | 0.09% | No change | 7,744 | $668K |
| 1900 Wealth Management LLC | 0.04% | Add +0.3% | 7,521 | $649K |
| Heck Capital Advisors, LLC | 0.05% | Add +0.6% | 7,339 | $633K |
| Hilltop Partners LLC | 0.16% | No change | 7,314 | $631K |
| Quadrature Capital Ltd | 0.01% | New | 7,186 | $620K |
| Essex Financial Services, Inc. | 0.03% | Reduce -4.0% | 7,097 | $612K |
| Counterweight Ventures, LLC | 0.34% | No change | 7,058 | $609K |
| Lantz Financial LLC | 0.13% | No change | 7,041 | $607K |
| Pacific Center for Financial Services | 0.15% | No change | 7,095 | $602K |
| Wolff Financial Management LLC | 0.13% | Add +0.2% | 6,559 | $566K |
| Pallas Capital Advisors LLC | 0.02% | Add +0.6% | 6,530 | $563K |
| AQR Capital Management | 0.00% | Add +55.7% | 6,508 | $561K |
| Arax Advisory Partners | 0.02% | New | 6,506 | $561K |
| Appleton Partners Inc. | 0.04% | Reduce -2.7% | 6,454 | $557K |
| Ameritas Advisory Services, LLC | 0.02% | Add +347.2% | 6,448 | $556K |
| QTR Family Wealth, LLC | 0.24% | Reduce -3.6% | 5,914 | $549K |
| Creekside Partners | 0.23% | Add +1.1% | 6,295 | $543K |
| Cary Street Partners Financial LLC | 0.01% | Add +3.4% | 6,200 | $535K |
| National Bank of Canada | 0.00% | Reduce -92.4% | 6,197 | $534K |
| Keystone Financial Group | 0.04% | Reduce -4.8% | 6,177 | $533K |
| Citigroup Inc. | 0.00% | Add +157.4% | 6,160 | $531K |
| Blair William & Co. | 0.00% | Reduce -5.1% | 5,869 | $506K |
| Sage Mountain Advisors LLC | 0.03% | No change | 5,854 | $505K |
| Opus Financial Solutions LLC | 0.48% | — | 5,842 | $504K |
| Aries Wealth Management | 0.11% | Add +1.1% | 5,840 | $504K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.9% | 5,812 | $501K |
| Insight Wealth Strategies, LLC | 0.06% | Add +0.5% | 5,766 | $497K |
| Greenwich Wealth Management LLC | 0.02% | Add +48.4% | 5,750 | $496K |
| Citizens National Bank Trust Department | 0.08% | Reduce -5.4% | 5,694 | $491K |
| Pinnacle Bancorp, Inc. | 0.14% | No change | 5,665 | $489K |
| River's Edge Wealth Management, LLC | 0.48% | — | 5,193 | $487K |
| Cowa, LLC | 0.15% | Add +7.7% | 5,587 | $482K |
| Cornerstone Financial Group, LLC | 0.34% | Add +1.3% | 5,565 | $480K |
| Cherry Tree Wealth Management, LLC | 0.10% | Reduce -3.3% | 5,546 | $478K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -12.4% | 5,538 | $478K |
| Cibc World Market Inc. | 0.00% | Reduce -0.5% | 5,499 | $474K |
| Two Sigma Securities, LLC | 0.06% | Reduce -23.6% | 5,460 | $471K |
| FAS Wealth Partners, Inc. | 0.03% | Add +1.4% | 5,401 | $466K |
| Atria Investments, Inc | 0.01% | Reduce -2.8% | 5,315 | $458K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.2% | 5,269 | $454K |
| JMG Financial Group, Ltd. | 0.01% | No change | 5,231 | $451K |
| Horizon Family Wealth, Inc. | 0.23% | No change | 5,087 | $439K |
| K2 Financial Inc. | 0.34% | Add +0.5% | 4,991 | $435K |
| Western Wealth Management, LLC | 0.02% | Add +22.9% | 4,988 | $430K |
| North Dallas Bank & Trust Co. | 0.28% | — | 4,944 | $426K |
| Richardson Financial Services Inc. | 0.14% | Reduce -17.9% | 4,848 | $418K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -17.3% | 4,767 | $411K |
| WBH Advisory Inc. | 0.03% | No change | 4,652 | $401K |
| Landaas & Co. /Wi | 0.09% | No change | 4,650 | $401K |
| Financial Perspectives, Inc | 0.11% | Reduce -0.2% | 4,646 | $401K |
| Independent Financial Group, LLC | 0.01% | Reduce -74.8% | 4,611 | $398K |
| Grey Fox Wealth Advisors, LLC | 0.08% | Add +1.3% | 4,583 | $395K |
| Livet Wealth, LLC | 0.24% | — | 4,577 | $395K |
| Acorn Wealth Advisors, LLC | 0.12% | Reduce -18.4% | 4,545 | $392K |
| Wealthfront Advisers LLC | 0.00% | Add +33.1% | 4,543 | $392K |
| Goldstein Advisors, LLC | 0.04% | Reduce -0.5% | 4,534 | $391K |
| AMG National Trust Bank | 0.01% | Add +0.7% | 4,501 | $388K |
| Blankinship & Foster, LLC | 0.08% | Add +1.4% | 4,458 | $385K |
| Integrated Advisors Network LLC | 0.02% | Add +0.7% | 4,445 | $383K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.3% | 4,444 | $383K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,440 | $383K |
| Sage Capital Advisors,llc | 0.09% | No change | 4,413 | $381K |
| NewEdge Wealth, LLC | 0.00% | Reduce -11.0% | 4,392 | $379K |
| Strategic Wealth Advisors LLC | 0.32% | — | 4,378 | $377K |
| StoneX Group Inc. | 0.02% | Add +49.7% | 4,349 | $375K |
| Arrowroot Family Office, LLC | 0.14% | Add +0.9% | 4,341 | $374K |
| Verus Capital Partners, LLC | 0.03% | New | 4,341 | $374K |
| Kathmere Capital Management, LLC | 0.03% | Add +9.3% | 4,331 | $374K |
| IFP Advisors, Inc | 0.01% | Add +31.1% | 4,330 | $373K |
| James J. Burns & Company, LLC | 0.05% | Reduce -0.6% | 4,290 | $370K |
| Traction Financial Partners, LLC | 0.22% | No change | 4,241 | $366K |
| Visionary Wealth Advisors | 0.02% | Add +0.7% | 4,199 | $362K |
| Ewa, LLC | 0.09% | Reduce -1.3% | 4,198 | $362K |
| Caliber Wealth Management, LLC / KS | 0.04% | Reduce -6.7% | 4,172 | $360K |
| Tme Financial, Inc. | 0.25% | Reduce -2.8% | 4,119 | $355K |
| Diversified Enterprises, LLC | 0.02% | Add +11.3% | 4,115 | $355K |
| Stablepoint Partners, LLC | 0.05% | Reduce -12.9% | 4,078 | $352K |
| Summit Wealth Partners, LLC | 0.06% | Add +1.1% | 4,055 | $350K |
| Nabity-Jensen Investment Management Inc | 0.24% | No change | 4,053 | $350K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -1.0% | 4,040 | $348K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -5.9% | 3,993 | $344K |
| Forum Private Client Group LLC | 0.12% | Reduce -18.3% | 3,958 | $341K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 3,925 | $339K |
| Urban Wealth Management, LLC | 0.31% | — | 3,915 | $338K |
| Ceera Investments, LLC | 0.13% | No change | 3,810 | $329K |
| Syntegra Private Wealth Group, LLC | 0.03% | Add +4.4% | 3,783 | $326K |
| Centurion Wealth Management LLC | 0.07% | No change | 3,781 | $326K |
| Fifth Third Securities, Inc. | 0.02% | New | 3,732 | $322K |
| American Wealth Advisors, LLC | 0.31% | Add +1.0% | 3,707 | $320K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -4.3% | 3,669 | $316K |
| Rainey & Randall Wealth Advisors Inc. | 0.05% | Add +1.4% | 3,634 | $313K |
| GDS Wealth Management | 0.02% | Reduce -1.6% | 3,532 | $305K |
| AE Wealth Management LLC | 0.00% | Add +32.9% | 3,530 | $304K |
| Fisher Asset Management | 0.00% | Add +17.8% | 3,515 | $303K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +5.4% | 3,507 | $302K |
| Vanguard Group Inc. | 0.00% | Add +11.5% | 3,468 | $299K |
| Greykasell Wealth Strategies, Inc. | 0.12% | No change | 3,465 | $299K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +9.1% | 3,458 | $298K |
| BCGM Wealth Management, LLC | 0.08% | Add +0.8% | 3,434 | $296K |
| Wedmont Private Capital | 0.01% | Add +8.4% | 3,417 | $296K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -2.7% | 3,403 | $294K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 3,361 | $290K |
| Midwest Trust Co | 0.00% | New | 3,323 | $287K |
| Dravo Bay LLC | 0.12% | Add +6.3% | 3,319 | $286K |
| Arwa LLC | 0.17% | — | 3,307 | $285K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -8.8% | 3,264 | $282K |
| Evolve Private Wealth, LLC | 0.02% | — | 3,263 | $281K |
| Principal Financial Group Inc. | 0.00% | No change | 3,258 | $281K |
| Bolthouse Investments, LLC | 0.25% | No change | 3,220 | $278K |
| Rare Wolf Capital LLC | 0.17% | — | 3,215 | $277K |
| Commerce Bank | 0.00% | No change | 3,193 | $275K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.0% | 3,181 | $274K |
| Pathway Financial Advisors LLC | 0.03% | Reduce -14.8% | 3,145 | $273K |
| San Luis Wealth Advisors LLC | 0.05% | Reduce -95.3% | 3,160 | $273K |
| First Citizens Financial Corp | 0.13% | No change | 3,143 | $271K |
| Fulton Bank, N.A. | 0.01% | No change | 3,131 | $270K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.1% | 3,131 | $270K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 3,120 | $269K |
| Elevate Wealth Advisory, Inc. | 0.18% | Add +0.2% | 3,112 | $268K |
| Baker Avenue Asset Management, LP | 0.01% | Add +0.1% | 3,109 | $268K |
| Smartleaf Asset Management LLC | 0.01% | Add +20.6% | 3,046 | $264K |
| Investor's Fiduciary Advisor Network, LLC | 0.06% | Add +21.2% | 3,017 | $260K |
| Apeiron RIA LLC | 0.05% | Add +0.0% | 3,013 | $260K |
| AdvisorNet Financial, Inc | 0.01% | Add +19.0% | 3,009 | $260K |
| Waverly Advisors, LLC | 0.00% | Reduce -52.0% | 2,974 | $257K |
| Invested Advisors | 0.27% | New | 2,971 | $256K |
| Claro Advisors Inc. | 0.03% | No change | 2,944 | $254K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 2,937 | $253K |
| Peak Financial Management, Inc. | 0.07% | Add +0.1% | 2,930 | $253K |
| Catalyst Investment Management LLC | 0.24% | — | 2,920 | $252K |
| Archford Capital Strategies, LLC | 0.03% | Reduce -4.9% | 2,914 | $251K |
| PDS Planning, Inc | 0.02% | Reduce -2.1% | 2,868 | $247K |
| Blue Zone Wealth Advisors, LLC | 0.05% | Reduce -1.2% | 2,867 | $247K |
| US Bancorp \de | 0.00% | Reduce -4.8% | 2,851 | $246K |
| Planning Directions Inc. | 0.12% | Add +1.2% | 2,839 | $245K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -0.7% | 2,823 | $243K |
| Medallion Wealth Advisors, LLC | 0.08% | Add +1.9% | 2,813 | $243K |
| Managed Asset Portfolios, LLC | 0.03% | New | 2,799 | $241K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +0.4% | 2,787 | $240K |
| Kaufman Rossin Wealth, LLC | 0.12% | Add +0.5% | 2,767 | $239K |
| Csenge Advisory Group | 0.01% | Add +11.2% | 2,765 | $238K |
| Veery Capital, LLC | 0.07% | No change | 2,739 | $236K |
| Bond & Devick Financial Network, Inc. | 0.07% | No change | 2,732 | $236K |
| Mission Wealth Management, LP | 0.00% | No change | 2,729 | $235K |
| Bessemer Group Inc. | 0.00% | No change | 2,719 | $235K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,724 | $235K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -5.8% | 2,708 | $234K |
| Richmond Investment Services, LLC | 0.04% | Add +0.6% | 2,706 | $233K |
| Warner Financial, Inc. | 0.08% | No change | 2,676 | $231K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +0.0% | 2,650 | $230K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.0% | 2,644 | $228K |
| Meridian Wealth Advisors, LLC | 0.03% | No change | 2,590 | $223K |
| Meridian Financial Advisors, LLC | 0.12% | Add +0.3% | 2,568 | $221K |
| Sun Financial Inc | 0.12% | — | 2,562 | $221K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | Add +0.5% | 2,557 | $221K |
| Christensen, King & Associates Investment Services, Inc. | 0.09% | Add +0.9% | 2,548 | $220K |
| EP Wealth Advisors, LLC | 0.00% | — | 2,529 | $218K |
| Straight Path Wealth Management | 0.06% | No change | 2,446 | $211K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,438 | $210K |
| Asset Dedication, LLC | 0.01% | No change | 2,419 | $209K |
| Hudson Oak Wealth Advisory LLC | 0.18% | — | 2,388 | $206K |
| Sensible Money, LLC | 0.07% | No change | 2,382 | $205K |
| Florida Trust Wealth Management Co | 0.01% | No change | 2,365 | $204K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -24.4% | 2,343 | $204K |
| Bestgate Wealth Advisors, LLC | 0.35% | Reduce -44.8% | 2,338 | $202K |
| BCU Wealth Advisors, LLC | 0.08% | New | 2,328 | $201K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -1.4% | 2,325 | $201K |
| Marks Group Wealth Management, Inc | 0.02% | New | 2,322 | $200K |
| Gen-Wealth Partners Inc | 0.06% | No change | 2,245 | $194K |
| CBIZ Investment Advisory Services, LLC | 0.01% | New | 2,206 | $190K |
| Entrust Financial LLC | 0.14% | — | 2,137 | $184K |
| SYM FINANCIAL Corp | 0.02% | No change | 2,112 | $182K |
| Harbour Investments, Inc. | 0.00% | Add +8.4% | 2,010 | $173K |
| Fifth Third Bancorp | 0.00% | New | 2,000 | $173K |
| Strengthening Families & Communities, LLC | 0.06% | No change | 1,941 | $167K |
| Colonial Trust Co / SC | 0.02% | No change | 1,917 | $165K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -10.3% | 1,856 | $160K |
| HM Payson & Co. | 0.00% | No change | 1,735 | $150K |
| Whittier Trust Co. | 0.00% | No change | 1,634 | $142K |
| Archer Investment Corp | 0.03% | No change | 1,608 | $139K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.1% | 1,596 | $138K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,577 | $136K |
| Delta Asset Management LLC | 0.01% | No change | 1,474 | $127K |
| Root Financial Partners, LLC | 0.01% | Add +0.2% | 1,406 | $121K |
| Colonial Trust Advisors | 0.01% | Add +104.2% | 1,327 | $114K |
| Triumph Capital Management | 0.02% | New | 1,237 | $107K |
| Paladin Advisory Group, LLC | 0.08% | No change | 1,229 | $106K |
| WFA of San Diego, LLC | 0.08% | Reduce -0.3% | 1,219 | $105K |
| Barrett & Company, Inc. | 0.03% | No change | 1,212 | $105K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -12.7% | 1,159 | $100K |
| CX Institutional | 0.00% | Add +3.1% | 1,153 | $99K |
| Nemes Rush Group LLC | 0.01% | Add +405.3% | 1,147 | $99K |
| Reyes Financial Architecture, Inc. | 0.06% | Reduce -4.7% | 1,093 | $94K |
| Noble Wealth Management PBC | 0.05% | Reduce -5.2% | 1,091 | $94K |
| FSA Advisors, Inc. | 0.06% | New | 10,536 | $90K |
| United Community Bank | 0.03% | No change | 1,025 | $88K |
| SouthState Bank Corp | 0.00% | Reduce -15.1% | 984 | $85K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 977 | $84K |
| Howe & Rusling Inc. | 0.01% | New | 931 | $80K |
| Financial Management Professionals, Inc. | 0.01% | Add +219.9% | 915 | $79K |
| International Assets Investment Management, LLC | 0.01% | New | 910 | $78K |
| Private Trust Co. NA | 0.01% | No change | 898 | $77K |
| Provident Wealth Management, LLC | 0.02% | No change | 875 | $75K |
| Running Point Capital Advisors, LLC | 0.02% | Add +0.2% | 849 | $73K |
| Larson Financial Group LLC | 0.00% | Reduce -6.9% | 821 | $71K |
| Creative Financial Designs Inc. | 0.00% | Add +1.4% | 814 | $70K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 782 | $67K |
| Lanark Financial, Inc. | 0.01% | No change | 780 | $67K |
| Webster Bank, N. A. | 0.01% | No change | 650 | $56K |
| Elevated Capital Advisors, LLC | 0.01% | New | 643 | $55K |
| Elevation Wealth Partners, LLC | 0.02% | Reduce -54.2% | 614 | $53K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 580 | $50K |
| Integrity Financial Corp | 0.02% | No change | 563 | $49K |
| WPG Advisers, LLC | 0.03% | Add +6.1% | 525 | $45K |
| Ancora Advisors LLC | 0.00% | Reduce -28.2% | 510 | $44K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -88.1% | 500 | $43K |
| CKW Financial Group | 0.00% | No change | 500 | $43K |
| Harbor Asset Planning, Inc. | 0.04% | Add +1.4% | 494 | $43K |
| Townsend Asset Management Corp. /NC/ | 0.01% | Add +0.4% | 480 | $41K |
| Bullock Wealth Management Group | 0.02% | — | 406 | $35K |
| Fairscale Capital, LLC | 0.02% | No change | 405 | $35K |
| Dunhill Financial, LLC | 0.01% | Add +1156.3% | 402 | $35K |
| Hanson & Doremus Investment Management | 0.00% | No change | 362 | $31K |
| Westside Investment Management, Inc. | 0.00% | No change | 358 | $31K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +169.7% | 356 | $31K |
| Wealth Watch Advisors, INC | 0.01% | No change | 355 | $31K |
| Princeton Global Asset Management LLC | 0.00% | Add +3118.2% | 354 | $31K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 319 | $28K |
| Spire Wealth Management | 0.00% | Add +23.8% | 317 | $27K |
| Bfsg, LLC | 0.00% | No change | 316 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -29.0% | 308 | $27K |
| Signaturefd, LLC | 0.00% | No change | 308 | $27K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 292 | $25K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +5720.0% | 291 | $25K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +1.4% | 285 | $25K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +1.4% | 286 | $24K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 276 | $24K |
| Glassman Wealth Services | 0.00% | No change | 268 | $23K |
| Bayban | 0.02% | — | 267 | $23K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 252 | $22K |
| CoreCap Advisors, LLC | 0.00% | Reduce -52.1% | 245 | $21K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 244 | $21K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.5% | 214 | $18K |
| MCF Advisors LLC | 0.00% | New | 200 | $17K |
| First Community Trust NA | 0.01% | New | 188 | $16K |
| Laurel Wealth Advisors LLC | 0.00% | New | 188 | $16K |
| LRI Investments, LLC | 0.00% | Reduce -13.6% | 185 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 180 | $16K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 177 | $15K |
| Nalls Sherbakoff Group, LLC | 0.01% | Add +0.6% | 167 | $14K |
| CENTRAL TRUST Co | 0.00% | New | 163 | $14K |
| Avion Wealth | 0.00% | No change | 171 | $14K |
| SHP Wealth Management | 0.00% | — | 162 | $14K |
| Boreal Capital Management LLC | 0.01% | Reduce -92.8% | 160 | $14K |
| Hantz Financial Services, Inc. | 0.00% | Add +47.1% | 150 | $13K |
| Sound Income Strategies, LLC | 0.00% | No change | 138 | $12K |
| Highline Wealth Partners LLC | 0.00% | Add +1.5% | 137 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -35.7% | 135 | $12K |
| Cornerstone Financial Management LLC | 0.01% | — | 132 | $11K |
| Millstone Evans Group, LLC | 0.01% | No change | 128 | $11K |
| Key Financial Inc | 0.00% | No change | 128 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -95.9% | 125 | $11K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -9.6% | 104 | $9K |
| Center for Financial Planning, Inc. | 0.00% | No change | 103 | $9K |
| Hollencrest Capital Management | 0.00% | Add +1.1% | 91 | $8K |
| Montag A & Associates Inc. | 0.00% | No change | 91 | $8K |
| 10Elms LLP | 0.01% | No change | 89 | $8K |
| JNBA Financial Advisors | 0.00% | Add +576.9% | 88 | $8K |
| Caldwell Trust Co | 0.00% | No change | 87 | $8K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +1.2% | 84 | $7K |
| Gilpin Wealth Management, LLC | 0.01% | — | 74 | $6K |
| BankPlus Trust Department | 0.00% | No change | 69 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 53 | $5K |
| Golden State Wealth Management, LLC | 0.00% | Add +108.3% | 50 | $4K |
| Trust Co. of Vermont | 0.00% | No change | 47 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 46 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | New | 45 | $4K |
| GAMMA Investing LLC | 0.00% | No change | 41 | $4K |
| Eastern Bank | 0.00% | Add +37.9% | 40 | $3K |
| Motco | 0.00% | No change | 39 | $3K |
| Financial Consulate, Inc. | 0.00% | Reduce -41.9% | 36 | $3K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 31 | $3K |
| First Horizon Corp. | 0.00% | New | 32 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | — | 30 | $3K |
| Abound Wealth Management | 0.00% | No change | 28 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +115.4% | 28 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 26 | $2K |
| Blueline Advisors LLC | 0.00% | — | 22 | $2K |
| Optima Capital LLC | 0.00% | New | 18 | $2K |
| Obsidian Cio, LLC | 0.00% | New | 33 | $1K |
| PFS Partners, LLC | 0.00% | New | 17 | $1K |
| Johnson Financial Group, Inc. | 0.00% | New | 13 | $1K |
| Tucker Asset Management LLC | 0.00% | New | 12 | $1K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 12 | $1K |
| Alerus Financial NA | 0.00% | No change | 8 | $690 |
| Exchange Traded Concepts, LLC | 0.00% | No change | 8 | $690 |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 7 | $604 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 6 | $518 |
| Kilter Group LLC | 0.00% | No change | 6 | $518 |
| Darwin Wealth Management, LLC | 0.00% | New | 3 | $258 |
| Networth Advisors, LLC | 0.00% | — | 2 | $173 |
"% 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.