iShares MSCI Eafe Min Vol FaEFAVETF
13F holders, Q1 2026 (March 31)544holders +6
45new positions
35sold out
4famous investors
$91.29avg. 13F price*
At the end of Q1 2026, 544 institutions reported holding iShares MSCI Eafe Min Vol Fa (EFAV) in their 13F filings, up 6 from Q4 2025. 45 opened new positions and 35 sold out. The largest holders were FMR LLC ($697.3M), Bank of America Corp. ($359.1M) and BlackRock, Inc. ($326.6M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $53.2M |
| Exits | 35 | $66.0M |
All 13F filers, Q4 2025 → Q1 2026: 1,766,237 shares bought and 2,495,280 shares sold, net −729,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 544 holders
| FMR LLC | 0.04% | Reduce -4.7% | 7,631,939 | $697.3M |
| Bank of America Corp. | 0.03% | Reduce -1.6% | 3,930,058 | $359.1M |
| BlackRock, Inc. | 0.01% | Reduce -10.8% | 3,574,268 | $326.6M |
| Morgan Stanley | 0.01% | Add +7.1% | 2,473,399 | $226.0M |
| Wharton Business Group, LLC | 5.92% | Reduce -2.7% | 1,713,828 | $156.6M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.4% | 1,195,141 | $109.2M |
| Envestnet Asset Management Inc. | 0.03% | Add +7.1% | 1,037,443 | $94.8M |
| LPL Financial LLC | 0.02% | Add +5.7% | 948,326 | $86.6M |
| Financial Engines Advisors L.L.C. | 0.14% | Reduce -3.6% | 768,375 | $70.2M |
| Securian Asset Management, Inc. | 2.54% | Reduce -12.1% | 702,769 | $64.2M |
| Wells Fargo & Company | 0.01% | Reduce -2.3% | 688,027 | $62.9M |
| UBS Group AG | 0.01% | Add +7.9% | 685,031 | $62.6M |
| Ameriprise Financial Inc. | 0.01% | Add +7.3% | 672,215 | $61.4M |
| Sei Investments Co. | 0.06% | Add +0.2% | 669,093 | $61.1M |
| Raymond James Financial Inc. | 0.01% | Add +14.8% | 531,483 | $48.6M |
| Royal Bank of Canada | 0.01% | Reduce -0.8% | 493,576 | $45.1M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +0.5% | 433,231 | $39.6M |
| Assetmark, Inc. | 0.08% | Reduce -2.1% | 420,714 | $38.4M |
| Creative Planning | 0.02% | Add +2.0% | 400,990 | $36.6M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -10.8% | 397,192 | $36.3M |
| Summit Financial, LLC | 0.44% | Add +0.7% | 374,321 | $34.2M |
| Cetera Investment Advisers | 0.03% | Add +2.5% | 356,879 | $32.6M |
| Amundi | 0.01% | Reduce -10.0% | 350,799 | $32.1M |
| Facet Wealth, Inc. | 0.48% | Add +0.3% | 301,092 | $27.5M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.5% | 295,823 | $27.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.9% | 313,052 | $27.0M |
| Brookstone Capital Management | 0.24% | Add +3.4% | 225,983 | $20.6M |
| Armbruster Capital Management, Inc. | 3.32% | Add +1.0% | 221,426 | $20.2M |
| Geneos Wealth Management Inc. | 0.45% | Add +98.8% | 213,922 | $19.5M |
| Jones Financial Companies LLLP | 0.01% | Add +13.8% | 207,247 | $18.4M |
| Penserra Capital Management LLC | 0.21% | New | 197,690 | $18.1M |
| Lester Murray Antman dba SimplyRich | 4.35% | Reduce -2.4% | 186,312 | $17.0M |
| Portfolio Design Labs, LLC | 2.83% | Reduce -1.0% | 174,466 | $15.9M |
| Mariner, LLC | 0.02% | Add +4.5% | 158,276 | $14.5M |
| MML Investors Services, LLC | 0.04% | Reduce -18.8% | 155,175 | $14.2M |
| Ledyard National Bank | 1.20% | Add +1.6% | 152,033 | $13.9M |
| Anderson Hoagland & Co. | 1.16% | Add +0.9% | 147,807 | $13.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -8.5% | 144,701 | $13.2M |
| Symmetry Partners, LLC | 0.73% | Add +5.4% | 140,522 | $12.8M |
| Horizon Investments, LLC | 0.14% | Add +51.0% | 132,656 | $12.1M |
| Vestcor Inc | 0.33% | Reduce -42.6% | 132,047 | $12.1M |
| Merit Financial Group, LLC | 0.09% | Add +88.7% | 129,395 | $11.8M |
| Truist Financial Corp. | 0.02% | Reduce -1.6% | 127,769 | $11.7M |
| Ascent Group, LLC | 0.40% | Reduce -0.1% | 127,199 | $11.6M |
| ProVise Management Group, LLC | 0.79% | Add +0.8% | 120,355 | $11.0M |
| Principal Securities, Inc. | 0.15% | Add +1.9% | 115,595 | $10.6M |
| Fifth Third Bancorp | 0.02% | Add +5456.1% | 111,122 | $10.2M |
| Magnus Financial Group LLC | 0.82% | Reduce -1.4% | 110,266 | $10.1M |
| Captrust Financial Advisors | 0.02% | Reduce -29.0% | 104,726 | $9.6M |
| Baird Financial Group, Inc. | 0.01% | Add +13.9% | 102,020 | $9.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.5% | 103,260 | $9.3M |
| Ocean Park Asset Management, LLC | 0.53% | New | 99,751 | $9.1M |
| Trustmark Bank Trust Department | 0.55% | Add +3.2% | 92,883 | $8.5M |
| Choreo, LLC | 0.10% | Reduce -1.4% | 92,207 | $8.4M |
| Stifel Financial Corp. | 0.01% | Reduce -0.9% | 85,081 | $7.8M |
| Alpha Capital Advisors Inc. | 7.38% | Add +3.2% | 84,872 | $7.8M |
| Asset Management Group, Inc. | 1.25% | Reduce -0.1% | 84,284 | $7.7M |
| Cutler Investment Counsel LLC | 0.76% | Reduce -5.3% | 80,933 | $7.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -6.6% | 80,653 | $7.4M |
| Mission Creek Capital Partners, Inc. | 1.44% | Reduce -0.8% | 79,221 | $7.2M |
| Well Done, LLC | 1.02% | Reduce -3.2% | 75,724 | $6.9M |
| Focus Partners Wealth | 0.01% | Add +0.1% | 68,869 | $6.3M |
| Estate Counselors, LLC | 0.56% | Reduce -0.3% | 68,581 | $6.3M |
| Bank of Montreal | 0.00% | Add +8.8% | 68,262 | $6.2M |
| Founders Financial Securities LLC | 0.35% | Reduce -24.6% | 66,432 | $6.2M |
| Anchor Investment Management, LLC | 0.51% | Add +5.9% | 67,369 | $6.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -5.7% | 64,759 | $5.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -20.1% | 62,567 | $5.8M |
| Clear Wave Wealth Management LLC | 1.45% | — | 62,622 | $5.7M |
| Rakuten Investment Management, Inc. | 0.01% | Add +100.0% | 65,514 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Add +28.7% | 58,935 | $5.4M |
| World Investment Advisors | 0.09% | Reduce -1.9% | 58,288 | $5.3M |
| Apella Capital, LLC | 0.08% | Reduce -10.5% | 55,707 | $5.2M |
| TCV Trust & Wealth Management, Inc. | 0.43% | Reduce -0.3% | 56,727 | $5.2M |
| Aspiriant, LLC | 0.15% | Reduce -14.9% | 55,857 | $5.1M |
| Glenmede Trust Co. NA | 0.02% | Reduce -18.2% | 55,572 | $5.1M |
| Wealth Advisors of Iowa, LLC | 1.51% | Reduce -6.2% | 53,459 | $4.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +5.4% | 51,749 | $4.7M |
| Strategic Blueprint, LLC | 0.27% | Add +2.1% | 50,725 | $4.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.8% | 49,146 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.4% | 48,687 | $4.4M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -10.9% | 43,569 | $4.0M |
| Advisory Services Network, LLC | 0.05% | Add +3.7% | 42,975 | $3.9M |
| Compass Financial Group, Inc. (Ohio) | 2.87% | Add +13.5% | 42,851 | $3.9M |
| Cwm, LLC | 0.01% | Reduce -21.1% | 42,289 | $3.9M |
| Magnolia Capital Advisors LLC | 0.76% | Add +143.5% | 42,122 | $3.8M |
| Quadrature Capital Ltd | 0.05% | Add +486.1% | 42,120 | $3.8M |
| Independent Advisor Alliance | 0.04% | New | 41,949 | $3.8M |
| Shore Point Advisors, LLC | 1.49% | Reduce -2.8% | 41,284 | $3.8M |
| MAI Capital Management | 0.02% | Reduce -1.9% | 40,624 | $3.7M |
| Transamerica Financial Advisors, LLC | 0.31% | Add +20.9% | 40,258 | $3.7M |
| Mutual Advisors, LLC | 0.08% | Reduce -3.1% | 40,039 | $3.7M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -2.4% | 40,169 | $3.7M |
| Samalin Investment Counsel, LLC | 1.30% | Add +0.7% | 39,919 | $3.6M |
| BlueStem Wealth Partners, LLC | 0.40% | New | 39,718 | $3.6M |
| Rehmann Capital Advisory Group | 0.19% | Add +19.6% | 40,741 | $3.6M |
| Capital Analysts, LLC | 0.09% | Add +4.9% | 39,182 | $3.6M |
| IMA Advisory Services, Inc. | 0.33% | Reduce -6.7% | 37,209 | $3.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -16.4% | 37,163 | $3.4M |
| Savant Capital, LLC | 0.02% | Reduce -2.9% | 36,921 | $3.4M |
| Integrated Wealth Concepts LLC | 0.03% | Add +7.0% | 36,718 | $3.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +15.7% | 35,182 | $3.2M |
| BridgePort Financial Solutions, LLC | 0.88% | Reduce -2.2% | 34,047 | $3.1M |
| RHS Financial, LLC | 1.46% | Add +55.9% | 33,665 | $3.1M |
| Physician Wealth Advisors, Inc. | 0.42% | Reduce -3.0% | 33,362 | $3.0M |
| Mgo One Seven LLC | 0.06% | Add +13.6% | 32,433 | $3.0M |
| Corsicana & Co. | 1.87% | Add +1.7% | 37,994 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +240.0% | 31,297 | $2.9M |
| Brickley Wealth Management | 0.49% | Add +0.9% | 31,271 | $2.9M |
| VAUGHAN & Co SECURITIES, INC. | 1.49% | Reduce -1.5% | 31,237 | $2.9M |
| Three Bearings Fiduciary Advisors, Inc. | 2.67% | Reduce -2.3% | 30,184 | $2.8M |
| Prism Advisors, Inc. | 0.74% | No change | 30,144 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | New | 29,315 | $2.7M |
| Diversify Wealth Management, LLC | 0.05% | New | 29,096 | $2.6M |
| IHT Wealth Management, LLC | 0.06% | Add +3.6% | 28,604 | $2.6M |
| UMB Bank, n.a. | 0.04% | Add +16.9% | 28,082 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Reduce -2.5% | 27,863 | $2.5M |
| MorganRosel Wealth Management, LLC | 1.00% | Reduce -36.0% | 27,842 | $2.5M |
| Cerity Partners LLC | 0.00% | Add +5.7% | 27,687 | $2.5M |
| Mather Group, Llc. | 0.02% | Reduce -0.3% | 27,049 | $2.5M |
| Shufro Rose & Co. LLC | 0.16% | Add +2.3% | 26,082 | $2.4M |
| Fortune Financial Advisors, LLC | 1.20% | Add +10.4% | 25,814 | $2.4M |
| Frontier Asset Management, LLC | 0.49% | New | 25,802 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +0.1% | 25,452 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +24.4% | 25,310 | $2.3M |
| Ausdal Financial Partners, Inc. | 0.10% | Add +2.1% | 25,225 | $2.3M |
| Arkadios Wealth Advisors | 0.04% | Reduce -4.3% | 24,903 | $2.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +1.6% | 24,431 | $2.2M |
| &partners | 0.01% | Add +7.4% | 23,187 | $2.1M |
| Gateway Wealth Partners, LLC | 0.08% | Add +112.2% | 23,144 | $2.1M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +7.1% | 22,835 | $2.1M |
| CGN Advisors LLC | 0.16% | Add +3.0% | 22,706 | $2.1M |
| Klingman & Associates, LLC | 0.10% | Reduce -0.7% | 22,541 | $2.1M |
| Friedenthal Financial | 1.03% | Reduce -1.3% | 22,482 | $2.1M |
| McNaughton Wealth Management, LLC | 0.81% | Reduce -1.4% | 21,494 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.2% | 21,221 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.5% | 21,131 | $1.9M |
| Brown Wealth Management, LLC | 0.49% | Reduce -0.1% | 20,806 | $1.9M |
| CVA Family Office, LLC | 0.19% | Reduce -4.2% | 20,006 | $1.8M |
| Berger Financial Group, Inc | 0.10% | Reduce -2.7% | 20,000 | $1.8M |
| SageView Advisory Group, LLC | 0.07% | Reduce -1.5% | 19,815 | $1.8M |
| Breakwater Capital Group | 0.24% | Add +0.6% | 19,516 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +6.7% | 18,654 | $1.7M |
| Bell Investment Advisors, Inc | 0.26% | Reduce -0.4% | 17,959 | $1.6M |
| Bleakley Financial Group, LLC | 0.03% | Add +0.2% | 17,805 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.0% | 17,677 | $1.6M |
| Bellwether Advisors, LLC | 0.27% | Reduce -1.9% | 17,576 | $1.6M |
| Betterment LLC | 0.00% | Reduce -2.4% | 17,466 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.8% | 17,436 | $1.6M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -42.9% | 17,171 | $1.6M |
| Peterson Wealth Advisors, LLC | 0.20% | Add +2.5% | 16,616 | $1.5M |
| Roof Eidam Maycock Peralta, LLC | 0.35% | Reduce -3.9% | 16,594 | $1.5M |
| M Holdings Securities, Inc. | 0.10% | Reduce -29.7% | 16,574 | $1.5M |
| TPG Advisors LLC | 0.94% | Reduce -6.0% | 16,436 | $1.5M |
| Foster Victor Wealth Advisors, LLC | 0.09% | Reduce -0.8% | 16,069 | $1.5M |
| Tacita Capital Inc | 0.85% | No change | 15,759 | $1.4M |
| Valley Forge Investment Consultants Inc. Adv | 0.43% | No change | 15,686 | $1.4M |
| Capital Advisors, Ltd. LLC | 0.16% | Add +2.5% | 15,236 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -7.6% | 15,151 | $1.4M |
| Carr Financial Group Corp | 0.36% | No change | 15,134 | $1.4M |
| Tempo Wealth, LLC | 0.24% | Reduce -1.1% | 14,894 | $1.4M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -11.4% | 14,893 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Add +9.5% | 14,859 | $1.4M |
| Foster Group, Inc. | 0.04% | Reduce -4.0% | 14,852 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.6% | 14,724 | $1.3M |
| Sawgrass Asset Management LLC | 0.20% | No change | 14,604 | $1.3M |
| Citizens Financial Group Inc. | 0.02% | Reduce -1.5% | 14,386 | $1.3M |
| Silver Oak Securities, Incorporated | 0.10% | New | 14,380 | $1.3M |
| Ibex Wealth Advisors | 0.12% | No change | 14,338 | $1.3M |
| Compound Planning, Inc. | 0.04% | Add +0.9% | 14,264 | $1.3M |
| TSG Advice Partners, LLC | 0.19% | Reduce -0.1% | 14,135 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -13.0% | 14,006 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +12.7% | 13,719 | $1.3M |
| Old Mission Capital LLC | 0.03% | New | 13,565 | $1.2M |
| Waldron Private Wealth LLC | 0.05% | Add +1.2% | 13,549 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Add +28.1% | 13,504 | $1.2M |
| Elevation Capital Advisory, LLC | 0.52% | Reduce -39.0% | 13,430 | $1.2M |
| Round Rock Advisors LLC | 0.18% | Reduce -0.1% | 12,927 | $1.2M |
| Lido Advisors, LLC | 0.00% | Add +1.0% | 12,777 | $1.2M |
| Moneco Advisors, LLC | 0.09% | Add +6.9% | 12,751 | $1.2M |
| Focus Financial Network, Inc. | 0.04% | Add +20.2% | 12,525 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -4.1% | 12,513 | $1.1M |
| Allworth Financial LP | 0.00% | Reduce -5.0% | 12,461 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -6.2% | 13,106 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -3.7% | 12,356 | $1.1M |
| PCA Investment Advisory Services Inc. | 0.37% | Add +0.6% | 12,208 | $1.1M |
| Heirloom Wealth Management | 0.20% | New | 12,146 | $1.1M |
| Baker Ellis Asset Management LLC | 0.13% | Reduce -1.6% | 11,950 | $1.1M |
| Two Sigma Securities, LLC | 0.13% | Add +116.7% | 11,830 | $1.1M |
| Evergreen Capital Management LLC | 0.02% | No change | 11,521 | $1.1M |
| Shira Ridge Wealth Management | 0.41% | Reduce -1.6% | 11,213 | $1.0M |
| Versant Capital Management, Inc | 0.10% | No change | 10,982 | $1.0M |
| CFG Wealth Management Services, Inc. | 0.94% | Add +0.2% | 10,991 | $997K |
| VestGen Advisors, LLC | 0.03% | New | 10,916 | $994K |
| Foster & Motley Inc. | 0.05% | Reduce -6.3% | 10,846 | $991K |
| CFS Investment Advisory Services, LLC | 0.07% | No change | 10,607 | $990K |
| Clark Asset Management, LLC | 0.09% | No change | 10,799 | $987K |
| PFG Advisors | 0.05% | Add +4.5% | 10,765 | $984K |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -48.1% | 10,748 | $982K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.33% | No change | 10,556 | $965K |
| Tompkins Financial Corp. | 0.08% | Add +8.9% | 10,529 | $962K |
| Composition Wealth, LLC | 0.01% | Reduce -2.3% | 10,330 | $944K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 10,258 | $937K |
| Sweeney & Michel, LLC | 0.27% | Add +1.0% | 9,943 | $929K |
| SKY-Mountain Capital Management, Inc. | 0.64% | Reduce -0.1% | 9,795 | $895K |
| Wealthspire Advisors, LLC | 0.01% | No change | 9,764 | $892K |
| Ellis Investment Partners, LLC | 0.15% | Add +1.1% | 9,664 | $883K |
| Lexington Hill Partners, LLC | 0.50% | No change | 9,635 | $880K |
| Investment Partners, LTD. | 0.31% | Reduce -12.4% | 9,611 | $878K |
| Empirical Asset Management, LLC | 0.22% | No change | 9,267 | $847K |
| Stephens Inc. | 0.01% | No change | 9,240 | $844K |
| Wesbanco Bank Inc. | 0.02% | Reduce -0.7% | 9,231 | $843K |
| Arcus Capital Partners, LLC | 0.30% | Reduce -0.3% | 9,134 | $835K |
| Patriot Investment Management Group, Inc. | 0.05% | No change | 9,050 | $827K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -6.3% | 8,936 | $821K |
| Spirepoint Private Client, LLC | 0.08% | No change | 8,920 | $815K |
| AQR Capital Management | 0.00% | Add +35.4% | 8,810 | $805K |
| Hibernia Wealth Partners, LLC | 0.24% | Add +4.1% | 8,784 | $803K |
| Clearstead Advisors, LLC | 0.01% | Add +10.7% | 8,732 | $798K |
| Independent Financial Group, LLC | 0.02% | Add +89.3% | 8,731 | $798K |
| Private Advisory Group LLC | 0.05% | New | 8,563 | $782K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +5.5% | 8,519 | $778K |
| Savvy Advisors, Inc. | 0.02% | Reduce -3.9% | 8,494 | $776K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -86.1% | 8,493 | $776K |
| Fiduciary Trust Co | 0.01% | Reduce -16.4% | 8,398 | $767K |
| Bogart Wealth, LLC | 0.03% | No change | 8,342 | $762K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Reduce -14.9% | 8,280 | $757K |
| Tolleson Wealth Management, Inc. | 0.11% | No change | 8,177 | $747K |
| Franklin Resources Inc. | 0.00% | Add +3.9% | 8,091 | $739K |
| Woodmont Investment Counsel LLC | 0.05% | No change | 8,032 | $734K |
| Venturi Wealth Management, LLC | 0.03% | No change | 8,031 | $734K |
| Premier Path Wealth Partners, LLC | 0.10% | Reduce -4.5% | 8,026 | $733K |
| Portland Financial Advisors Inc | 1.52% | No change | 8,023 | $733K |
| Black Diamond Financial, LLC | 0.08% | No change | 8,010 | $732K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -0.6% | 7,888 | $721K |
| Harbour Investments, Inc. | 0.01% | Add +290.1% | 7,842 | $717K |
| Mascoma Wealth Management LLC | 0.15% | Reduce -4.3% | 7,772 | $710K |
| Fiduciary Financial Group, LLC | 0.09% | No change | 7,744 | $708K |
| Cowa, LLC | 0.20% | Add +35.5% | 7,572 | $692K |
| 1900 Wealth Management LLC | 0.04% | Reduce -1.3% | 7,426 | $679K |
| Hilltop Partners LLC | 0.17% | No change | 7,314 | $668K |
| Heck Capital Advisors, LLC | 0.05% | Reduce -1.3% | 7,246 | $662K |
| Pacific Center for Financial Services | 0.17% | Add +1.6% | 7,206 | $658K |
| Essex Financial Services, Inc. | 0.04% | No change | 7,097 | $648K |
| Counterweight Ventures, LLC | 0.36% | No change | 7,058 | $645K |
| Lantz Financial LLC | 0.13% | No change | 7,041 | $643K |
| Corient Private Wealth LP | 0.00% | Reduce -35.9% | 7,916 | $636K |
| Keystone Financial Group | 0.04% | Add +10.1% | 6,802 | $622K |
| Financial Perspectives, Inc | 0.17% | Add +45.2% | 6,745 | $616K |
| Wolff Financial Management LLC | 0.13% | No change | 6,559 | $599K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -0.6% | 6,492 | $593K |
| Appleton Partners Inc. | 0.04% | Reduce -0.6% | 6,413 | $586K |
| Creekside Partners | 0.24% | No change | 6,295 | $575K |
| Cary Street Partners Financial LLC | 0.01% | Add +1.3% | 6,278 | $574K |
| Cibc World Market Inc. | 0.00% | Add +11.8% | 6,148 | $562K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -4.7% | 6,148 | $562K |
| Greenwich Wealth Management LLC | 0.02% | Add +5.7% | 6,076 | $555K |
| QTR Family Wealth, LLC | 0.22% | Reduce -3.2% | 5,725 | $535K |
| Sage Mountain Advisors LLC | 0.04% | No change | 5,854 | $535K |
| HRT Financial LP | 0.00% | New | 5,854 | $534K |
| Aries Wealth Management | 0.12% | No change | 5,840 | $534K |
| Ashton Thomas Securities, LLC | 0.07% | New | 5,825 | $532K |
| Fifth Third Securities, Inc. | 0.03% | Add +54.3% | 5,757 | $526K |
| Blair William & Co. | 0.00% | Reduce -2.1% | 5,746 | $525K |
| Fragasso Financial Advisors Inc | 0.03% | Add +2.0% | 5,651 | $523K |
| Kathmere Capital Management, LLC | 0.03% | Add +31.1% | 5,676 | $519K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -2.5% | 5,666 | $518K |
| Pinnacle Bancorp, Inc. | 0.15% | No change | 5,665 | $518K |
| Keenan, LLC | 0.43% | Reduce -45.8% | 5,642 | $515K |
| FAS Wealth Partners, Inc. | 0.03% | No change | 5,401 | $493K |
| JMG Financial Group, Ltd. | 0.01% | No change | 5,231 | $478K |
| Citizens National Bank Trust Department | 0.08% | Reduce -8.4% | 5,214 | $476K |
| River's Edge Wealth Management, LLC | 0.44% | Reduce -1.7% | 5,105 | $466K |
| Horizon Family Wealth, Inc. | 0.25% | No change | 5,087 | $465K |
| EP Wealth Advisors, LLC | 0.00% | Add +99.3% | 5,039 | $460K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | New | 5,000 | $457K |
| Brighton Jones LLC | 0.01% | New | 4,949 | $452K |
| North Dallas Bank & Trust Co. | 0.31% | No change | 4,944 | $452K |
| K2 Financial Inc. | 0.33% | Reduce -1.5% | 4,917 | $451K |
| Opus Financial Solutions LLC | 0.42% | Reduce -16.6% | 4,875 | $445K |
| Acorn Wealth Advisors, LLC | 0.13% | Add +3.9% | 4,724 | $432K |
| Western Wealth Management, LLC | 0.02% | Reduce -5.9% | 4,694 | $429K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -10.9% | 4,692 | $429K |
| NewEdge Wealth, LLC | 0.01% | Add +6.7% | 4,685 | $428K |
| WBH Advisory Inc. | 0.03% | No change | 4,652 | $428K |
| Atria Investments, Inc | 0.00% | Reduce -12.0% | 4,677 | $427K |
| Cherry Tree Wealth Management, LLC | 0.09% | Reduce -16.1% | 4,651 | $425K |
| Landaas & Co. /Wi | 0.09% | No change | 4,650 | $425K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.5% | 4,649 | $425K |
| Cornerstone Financial Group, LLC | 0.27% | Reduce -16.7% | 4,635 | $424K |
| Grey Fox Wealth Advisors, LLC | 0.08% | No change | 4,583 | $419K |
| Integrated Advisors Network LLC | 0.02% | Add +2.9% | 4,574 | $418K |
| Wealthfront Advisers LLC | 0.00% | Add +0.5% | 4,564 | $417K |
| Ewa, LLC | 0.09% | Add +7.7% | 4,522 | $413K |
| Richardson Financial Services Inc. | 0.26% | Reduce -6.7% | 4,522 | $413K |
| AMG National Trust Bank | 0.01% | No change | 4,501 | $411K |
| Goldstein Advisors, LLC | 0.05% | Reduce -1.2% | 4,481 | $409K |
| Blankinship & Foster, LLC | 0.09% | No change | 4,458 | $407K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 4,444 | $406K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,440 | $406K |
| Livet Wealth, LLC | 0.26% | Reduce -3.5% | 4,417 | $404K |
| Sage Capital Advisors,llc | 0.09% | No change | 4,413 | $403K |
| IFP Advisors, Inc | 0.01% | Add +1.6% | 4,399 | $402K |
| Fisher Asset Management | 0.00% | Add +25.1% | 4,396 | $402K |
| Strategic Wealth Advisors LLC | 0.32% | No change | 4,378 | $400K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -58.1% | 4,294 | $392K |
| James J. Burns & Company, LLC | 0.05% | No change | 4,290 | $392K |
| Verus Capital Partners, LLC | 0.03% | Reduce -2.2% | 4,244 | $388K |
| Traction Financial Partners, LLC | 0.24% | No change | 4,241 | $388K |
| Visionary Wealth Advisors | 0.02% | Add +0.8% | 4,233 | $387K |
| Arrowroot Family Office, LLC | 0.13% | Reduce -4.2% | 4,161 | $380K |
| Insight Wealth Strategies, LLC | 0.04% | Reduce -28.3% | 4,137 | $378K |
| Tme Financial, Inc. | 0.26% | No change | 4,119 | $376K |
| Renaissance Technologies | 0.00% | Reduce -66.9% | 4,100 | $375K |
| Ceera Investments, LLC | 0.16% | Add +7.3% | 4,090 | $374K |
| AdvisorNet Financial, Inc | 0.02% | Add +34.9% | 4,059 | $371K |
| Nabity-Jensen Investment Management Inc | 0.26% | No change | 4,053 | $370K |
| National Wealth Management Group, LLC | 0.14% | Reduce -53.3% | 4,033 | $368K |
| Syntegra Private Wealth Group, LLC | 0.03% | Add +5.9% | 4,007 | $366K |
| Stablepoint Partners, LLC | 0.05% | Reduce -2.0% | 3,995 | $365K |
| American Wealth Advisors, LLC | 0.38% | Add +6.7% | 3,957 | $362K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 3,925 | $359K |
| TD Waterhouse Canada Inc. | 0.00% | New | 3,898 | $358K |
| Urban Wealth Management, LLC | 0.37% | No change | 3,915 | $358K |
| Diversified Enterprises, LLC | 0.02% | Reduce -5.0% | 3,907 | $357K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -4.0% | 3,880 | $354K |
| Caliber Wealth Management, LLC / KS | 0.04% | Reduce -9.0% | 3,797 | $347K |
| Summit Wealth Partners, LLC | 0.05% | Reduce -6.6% | 3,787 | $346K |
| Dravo Bay LLC | 0.14% | Add +14.0% | 3,785 | $346K |
| Centurion Wealth Management LLC | 0.08% | No change | 3,781 | $345K |
| Parallel Advisors, LLC | 0.01% | Reduce -81.1% | 3,739 | $342K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +5.1% | 3,685 | $337K |
| SteelPeak Wealth, LLC | 0.01% | Add +7.2% | 3,648 | $333K |
| Evolve Private Wealth, LLC | 0.02% | Add +11.4% | 3,635 | $332K |
| Rainey & Randall Wealth Advisors Inc. | 0.05% | No change | 3,634 | $332K |
| AE Wealth Management LLC | 0.00% | Add +0.8% | 3,557 | $325K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +2.0% | 3,526 | $322K |
| Commerce Bank | 0.00% | Add +10.1% | 3,514 | $321K |
| GDS Wealth Management | 0.02% | Reduce -0.7% | 3,508 | $321K |
| Greykasell Wealth Strategies, Inc. | 0.13% | No change | 3,465 | $317K |
| Sowell Financial Services LLC | 0.01% | Add +8.1% | 3,438 | $314K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1145.3% | 3,437 | $314K |
| US Bancorp \de | 0.00% | Add +18.7% | 3,385 | $309K |
| Arwa LLC | 0.15% | No change | 3,307 | $309K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -15.3% | 3,381 | $309K |
| BCGM Wealth Management, LLC | 0.08% | Reduce -1.7% | 3,376 | $308K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 3,361 | $307K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +2.4% | 3,342 | $305K |
| Principal Financial Group Inc. | 0.00% | No change | 3,258 | $298K |
| Wedmont Private Capital | 0.01% | Reduce -7.8% | 3,151 | $295K |
| Baker Avenue Asset Management, LP | 0.01% | Add +3.8% | 3,226 | $295K |
| Rare Wolf Capital LLC | 0.19% | No change | 3,215 | $294K |
| Invested Advisors | 0.30% | Add +8.0% | 3,209 | $293K |
| Pathway Financial Advisors LLC | 0.04% | No change | 3,145 | $289K |
| Waverly Advisors, LLC | 0.00% | Add +5.8% | 3,147 | $288K |
| First Citizens Financial Corp | 0.14% | No change | 3,143 | $287K |
| Fulton Bank, N.A. | 0.01% | No change | 3,131 | $286K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 3,120 | $285K |
| Elevate Wealth Advisory, Inc. | 0.18% | No change | 3,112 | $284K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -1.7% | 3,079 | $281K |
| Midwest Trust Co | 0.00% | Reduce -9.3% | 3,015 | $275K |
| Smartleaf Asset Management LLC | 0.01% | No change | 3,046 | $273K |
| Catalyst Investment Management LLC | 0.30% | Add +0.0% | 2,921 | $273K |
| Apeiron RIA LLC | 0.06% | Reduce -1.1% | 2,979 | $272K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +1.0% | 2,966 | $271K |
| Claro Advisors Inc. | 0.03% | No change | 2,944 | $269K |
| Veery Capital, LLC | 0.08% | Add +7.4% | 2,941 | $269K |
| Peak Financial Management, Inc. | 0.07% | No change | 2,930 | $268K |
| D. E. Shaw & Co. | 0.00% | New | 2,900 | $265K |
| Blue Zone Wealth Advisors, LLC | 0.05% | Add +0.7% | 2,887 | $264K |
| Vanguard National Trust Co | 0.02% | — | 2,877 | $263K |
| PDS Planning, Inc | 0.02% | No change | 2,868 | $262K |
| GTS Securities LLC | 0.01% | New | 2,835 | $259K |
| CreativeOne Wealth, LLC | 0.01% | Add +15.9% | 2,826 | $258K |
| 180 Wealth Advisors, LLC | 0.03% | No change | 2,823 | $258K |
| Csenge Advisory Group | 0.01% | Add +1.9% | 2,817 | $257K |
| Medallion Wealth Advisors, LLC | 0.08% | No change | 2,813 | $257K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | No change | 2,787 | $255K |
| Kaufman Rossin Wealth, LLC | 0.14% | No change | 2,767 | $253K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | Reduce -8.3% | 2,767 | $252K |
| Bond & Devick Financial Network, Inc. | 0.07% | No change | 2,732 | $250K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,724 | $249K |
| Bessemer Group Inc. | 0.00% | No change | 2,719 | $248K |
| Richmond Investment Services, LLC | 0.04% | No change | 2,706 | $247K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -86.2% | 2,701 | $247K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.7% | 2,682 | $245K |
| Warner Financial, Inc. | 0.08% | No change | 2,676 | $245K |
| Invariant Investment Management | 0.15% | New | 2,567 | $240K |
| Forum Private Client Group LLC | 0.08% | Reduce -33.8% | 2,621 | $240K |
| Meridian Wealth Advisors, LLC | 0.03% | No change | 2,590 | $237K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -4.6% | 2,584 | $236K |
| Meridian Financial Advisors, LLC | 0.13% | No change | 2,568 | $235K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 2,557 | $234K |
| Christensen, King & Associates Investment Services, Inc. | 0.10% | No change | 2,548 | $233K |
| United Advisor Group, LLC | 0.03% | New | 2,508 | $229K |
| NorthRock Partners, LLC | 0.00% | New | 2,499 | $228K |
| Sun Financial Inc | 0.11% | Reduce -3.2% | 2,479 | $225K |
| Straight Path Wealth Management | 0.06% | No change | 2,446 | $223K |
| Planning Directions Inc. | 0.11% | Reduce -14.5% | 2,428 | $222K |
| Asset Dedication, LLC | 0.02% | No change | 2,419 | $221K |
| Hudson Oak Wealth Advisory LLC | 0.19% | Add +0.9% | 2,410 | $220K |
| Sensible Money, LLC | 0.07% | No change | 2,382 | $218K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,343 | $217K |
| Florida Trust Wealth Management Co | 0.01% | No change | 2,365 | $216K |
| BCU Wealth Advisors, LLC | 0.08% | No change | 2,328 | $213K |
| Marks Group Wealth Management, Inc | 0.02% | No change | 2,322 | $212K |
| Summit Wealth Group LLC / Co. | 0.02% | New | 2,313 | $211K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 2,256 | $206K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 2,256 | $206K |
| Gen-Wealth Partners Inc | 0.06% | No change | 2,245 | $205K |
| Oak Asset Management, LLC | 0.07% | New | 2,223 | $203K |
| Ackerman Capital Advisors, LLC | 0.04% | New | 2,198 | $201K |
| Bravias Capital Group, LLC | 0.13% | New | 2,194 | $200K |
| Whittier Trust Co. | 0.00% | Add +30.6% | 2,134 | $197K |
| Entrust Financial LLC | 0.14% | No change | 2,137 | $195K |
| Arax Advisory Partners | 0.01% | Reduce -68.6% | 2,042 | $187K |
| Colonial Trust Co / SC | 0.02% | No change | 1,917 | $175K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.0% | 1,837 | $168K |
| HM Payson & Co. | 0.00% | No change | 1,735 | $159K |
| Aspect Partners, LLC | 0.06% | New | 1,586 | $145K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -1.4% | 1,555 | $142K |
| MCF Advisors LLC | 0.01% | Add +642.0% | 1,484 | $136K |
| Delta Asset Management LLC | 0.01% | No change | 1,474 | $135K |
| Root Financial Partners, LLC | 0.01% | Reduce -0.1% | 1,405 | $128K |
| Colonial Trust Advisors | 0.01% | No change | 1,327 | $121K |
| Triumph Capital Management | 0.02% | No change | 1,237 | $113K |
| Paladin Advisory Group, LLC | 0.09% | No change | 1,229 | $112K |
| WFA of San Diego, LLC | 0.09% | Reduce -0.5% | 1,213 | $111K |
| Barrett & Company, Inc. | 0.04% | No change | 1,212 | $111K |
| Financial Management Professionals, Inc. | 0.01% | Add +27.1% | 1,163 | $106K |
| Nemes Rush Group LLC | 0.01% | No change | 1,147 | $105K |
| Centaurus Financial, Inc. | 0.00% | New | 1,125 | $103K |
| Reyes Financial Architecture, Inc. | 0.08% | No change | 1,093 | $100K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -6.9% | 1,079 | $99K |
| Silver Grove Financial Group, Inc. | 0.08% | New | 1,076 | $98K |
| United Community Bank | 0.03% | No change | 1,025 | $94K |
| SouthState Bank Corp | 0.00% | No change | 984 | $90K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 977 | $89K |
| Howe & Rusling Inc. | 0.01% | Add +1.3% | 943 | $86K |
| International Assets Investment Management, LLC | 0.01% | Reduce -1.0% | 901 | $83K |
| Private Trust Co. NA | 0.01% | No change | 898 | $82K |
| Provident Wealth Management, LLC | 0.02% | No change | 875 | $80K |
| Creative Financial Designs Inc. | 0.00% | Add +5.4% | 858 | $78K |
| Noble Wealth Management PBC | 0.04% | Reduce -22.9% | 841 | $77K |
| CX Institutional | 0.00% | Reduce -31.2% | 793 | $72K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 782 | $71K |
| Vanguard Advisers Inc. | 0.00% | — | 775 | $71K |
| Global Trust Asset Management, LLC | 0.03% | Add +50.0% | 750 | $69K |
| Webster Bank, N. A. | 0.01% | No change | 650 | $59K |
| Elevated Capital Advisors, LLC | 0.01% | No change | 643 | $59K |
| EPG Wealth Management LLC | 0.02% | New | 638 | $58K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 614 | $56K |
| Signaturefd, LLC | 0.00% | Add +93.5% | 596 | $54K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 582 | $53K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 580 | $53K |
| 10Elms LLP | 0.03% | Add +520.2% | 552 | $50K |
| Larson Financial Group LLC | 0.00% | Reduce -33.3% | 548 | $50K |
| Brown Brothers Harriman & Co. | 0.00% | Add +109.1% | 527 | $48K |
| WPG Advisers, LLC | 0.04% | Reduce -0.6% | 522 | $48K |
| Ancora Advisors LLC | 0.00% | No change | 510 | $47K |
| CKW Financial Group | 0.01% | No change | 500 | $46K |
| Archer Investment Corp | 0.01% | Reduce -68.7% | 503 | $46K |
| Harbor Asset Planning, Inc. | 0.04% | No change | 494 | $45K |
| Lanark Financial, Inc. | 0.00% | Reduce -39.7% | 470 | $43K |
| Rossby Financial, LCC | 0.01% | New | 462 | $42K |
| SYM FINANCIAL Corp | 0.00% | Reduce -79.5% | 433 | $40K |
| Bullock Wealth Management Group | 0.02% | No change | 406 | $37K |
| Fairscale Capital, LLC | 0.03% | No change | 405 | $37K |
| Dunhill Financial, LLC | 0.01% | No change | 402 | $37K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +203.2% | 379 | $35K |
| Townsend Asset Management Corp. /NC/ | 0.01% | Reduce -22.5% | 372 | $34K |
| Golden State Wealth Management, LLC | 0.00% | Add +630.0% | 365 | $33K |
| Sunrise Financial Services, LLC | 0.02% | New | 363 | $33K |
| Hanson & Doremus Investment Management | 0.00% | No change | 362 | $33K |
| Westside Investment Management, Inc. | 0.01% | No change | 358 | $33K |
| Princeton Global Asset Management LLC | 0.01% | No change | 354 | $32K |
| Spire Wealth Management | 0.00% | Add +11.4% | 353 | $32K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -4.8% | 339 | $31K |
| Evermay Wealth Management LLC | 0.00% | New | 324 | $30K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 319 | $29K |
| Bfsg, LLC | 0.00% | No change | 316 | $29K |
| Founders Financial Alliance, LLC | 0.01% | New | 311 | $28K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 292 | $27K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 285 | $26K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 286 | $26K |
| Glassman Wealth Services | 0.00% | No change | 268 | $24K |
| Bayban | 0.02% | No change | 267 | $24K |
| CoreCap Advisors, LLC | 0.00% | Add +5.3% | 258 | $24K |
| GHP Investment Advisors, Inc. | 0.00% | New | 250 | $23K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 244 | $22K |
| Salem Investment Counselors Inc. | 0.00% | New | 235 | $21K |
| Caldwell Trust Co | 0.00% | Add +143.7% | 212 | $19K |
| First Community Trust NA | 0.01% | No change | 188 | $17K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 180 | $16K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 177 | $16K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 167 | $15K |
| Avion Wealth | 0.00% | No change | 171 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 163 | $15K |
| Key Capital Management, INC | 0.01% | New | 161 | $15K |
| Boreal Capital Management LLC | 0.01% | No change | 160 | $15K |
| Hantz Financial Services, Inc. | 0.00% | No change | 150 | $14K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -28.5% | 153 | $14K |
| LRI Investments, LLC | 0.00% | Reduce -20.0% | 148 | $14K |
| SHP Wealth Management | 0.00% | Reduce -9.3% | 147 | $13K |
| Integrity Financial Corp | 0.01% | Reduce -75.0% | 141 | $13K |
| Highline Wealth Partners LLC | 0.00% | No change | 137 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 135 | $12K |
| Cornerstone Financial Management LLC | 0.01% | No change | 132 | $12K |
| Millstone Evans Group, LLC | 0.01% | No change | 128 | $12K |
| Key Financial Inc | 0.00% | No change | 128 | $12K |
| First Command Advisory Services, Inc. | 0.00% | No change | 104 | $10K |
| Hollencrest Capital Management | 0.00% | No change | 91 | $8K |
| Montag A & Associates Inc. | 0.00% | No change | 91 | $8K |
| JNBA Financial Advisors | 0.00% | No change | 88 | $8K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 84 | $8K |
| BNP Paribas Financial Markets | 0.00% | New | 81 | $7K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 74 | $7K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 74 | $7K |
| BankPlus Trust Department | 0.00% | No change | 69 | $6K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 68 | $6K |
| PlanVest Financial, Inc | 0.00% | — | 59 | $5K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 53 | $5K |
| JPL Wealth Management, LLC | 0.00% | New | 50 | $5K |
| GAMMA Investing LLC | 0.00% | No change | 41 | $4K |
| Decker Retirement Planning Inc. | 0.00% | New | 41 | $4K |
| Motco | 0.00% | No change | 39 | $4K |
| Financial Consulate, Inc. | 0.00% | No change | 36 | $3K |
| First Horizon Corp. | 0.00% | No change | 32 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 30 | $3K |
| Abound Wealth Management | 0.00% | No change | 28 | $3K |
| Blueline Advisors LLC | 0.00% | No change | 22 | $2K |
| Sound Income Strategies, LLC | 0.00% | Reduce -85.5% | 20 | $2K |
| PFS Partners, LLC | 0.00% | No change | 17 | $2K |
| Eastern Bank | 0.00% | Reduce -57.5% | 17 | $2K |
| Obsidian Cio, LLC | 0.00% | No change | 33 | $1K |
| Johnson Financial Group, Inc. | 0.00% | No change | 13 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -53.6% | 13 | $1K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 12 | $1K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 7 | $640 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 6 | $549 |
| Kilter Group LLC | 0.00% | No change | 6 | $549 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -98.3% | 5 | $456 |
| Alerus Financial NA | 0.00% | Reduce -50.0% | 4 | $365 |
| Networth Advisors, LLC | 0.00% | No change | 2 | $183 |
"% 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.