iShares MSCI Eafe Value ETFEFVETF
13F holders, Q1 2024 (March 31)892holders
4famous investors
$54.39avg. 13F price*
At the end of Q1 2024, 892 institutions reported holding iShares MSCI Eafe Value ETF (EFV) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($2.0B), FMR LLC ($961.7M) and Jones Financial Companies LLLP ($799.8M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares MSCI Eafe Value ETF
- CUSIP
- 464288877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $700.2M |
| Exits | 58 | $66.1M |
Ownership 892 holders
| Envestnet Asset Management Inc. | 0.75% | Reduce -25.9% | 36,795,674 | $2.0B |
| FMR LLC | 0.06% | Add +12.2% | 17,677,913 | $961.7M |
| Jones Financial Companies LLLP | 1.09% | Reduce -9.4% | 14,702,391 | $799.8M |
| US Bancorp \de | 0.87% | Add +2.1% | 11,514,175 | $626.4M |
| JPMorgan Chase & Co. | 0.05% | Reduce -10.2% | 10,726,545 | $583.5M |
| Jane Street Group, LLC | 0.70% | New | 9,907,136 | $538.9M |
| Morgan Stanley | 0.04% | Reduce -7.5% | 9,418,070 | $512.3M |
| LPL Financial LLC | 0.26% | Reduce -24.2% | 8,962,015 | $487.5M |
| Ameriprise Financial Inc. | 0.12% | Add +43.8% | 8,124,307 | $442.5M |
| Envestnet Portfolio Solutions, Inc. | 1.44% | Reduce -19.8% | 7,052,199 | $383.6M |
| Bank of America Corp. | 0.04% | Reduce -16.1% | 6,617,533 | $360.0M |
| Cwm, LLC | 1.33% | Add +19.1% | 5,010,391 | $272.6M |
| BlackRock Inc. | 0.01% | Reduce -25.8% | 4,716,737 | $256.6M |
| Park Avenue Securities LLC | 2.88% | Reduce -25.5% | 4,096,957 | $222.9M |
| PNC Financial Services Group, Inc. | 0.15% | Reduce -0.3% | 4,037,293 | $219.6M |
| Auto-Owners Insurance Co | 5.70% | No change | 3,963,000 | $215.6M |
| UBS Group AG | 0.05% | Reduce -6.8% | 2,805,788 | $152.6M |
| M&T Bank Corp | 0.52% | Reduce -4.8% | 2,759,431 | $150.1M |
| MML Investors Services, LLC | 0.56% | Reduce -24.7% | 2,486,292 | $135.3M |
| Wells Fargo & Company | 0.03% | Reduce -13.3% | 2,395,599 | $130.3M |
| Alliancebernstein L.P. | 0.05% | Add +0.1% | 2,387,527 | $129.9M |
| Baird Financial Group, Inc. | 0.26% | Add +0.7% | 2,277,485 | $123.9M |
| Cetera Investment Advisers | 0.26% | Add +34.4% | 2,055,668 | $111.8M |
| Janney Montgomery Scott LLC | 0.31% | Reduce -29.1% | 1,897,078 | $103.2M |
| Modera Wealth Management, LLC | 1.43% | Add +4.4% | 1,729,132 | $94.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.60% | Add +4.2% | 1,537,958 | $83.7M |
| Composition Wealth, LLC | 2.09% | Reduce -17.1% | 1,523,798 | $82.9M |
| Commonwealth Equity Services, LLC | 0.14% | Reduce -12.4% | 1,492,790 | $81.2M |
| Royal Bank of Canada | 0.02% | Add +27.2% | 1,450,574 | $78.9M |
| OneDigital Investment Advisors LLC | 1.20% | Reduce -18.0% | 1,401,514 | $76.2M |
| Alesco Advisors, LLC, An ESL Co | 2.49% | Add +1.7% | 1,390,092 | $75.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -45.8% | 1,296,892 | $70.6M |
| RiverFront Investment Group, LLC | 1.87% | Add +10.5% | 1,218,211 | $66.3M |
| Aspiriant, LLC | 2.71% | Reduce -1.2% | 1,202,082 | $65.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -2.8% | 1,200,011 | $65.3M |
| Savant Capital, LLC | 0.73% | Reduce -1.4% | 1,167,424 | $63.5M |
| Tiaa Trust, National Association | 0.19% | Reduce -15.6% | 1,150,166 | $62.6M |
| Beacon Pointe Advisors, LLC | 0.61% | Reduce -1.8% | 999,346 | $54.4M |
| Raymond James & Associates | 0.04% | Reduce -5.2% | 973,782 | $53.0M |
| Buckingham Strategic Wealth, LLC | 0.56% | Reduce -1.4% | 968,193 | $52.7M |
| United Capital Financial Advisors, LLC | 0.43% | Reduce -35.3% | 966,265 | $52.6M |
| JB Capital LLC | 3.41% | Reduce -31.6% | 941,400 | $51.2M |
| Thrivent Financial for Lutherans | 0.10% | Add +42.5% | 935,136 | $50.9M |
| Natixis Advisors, LLC | 0.11% | Add +4.5% | 898,942 | $48.9M |
| Morningstar Investment Services LLC | 0.52% | Reduce -50.1% | 875,176 | $47.7M |
| Qube Research & Technologies Ltd | 0.09% | Add +28.5% | 875,187 | $47.6M |
| NewEdge Advisors, LLC | 0.41% | Reduce -24.3% | 862,886 | $46.9M |
| Foundations Investment Advisors, LLC | 1.22% | Reduce -22.5% | 858,853 | $46.7M |
| Financial Synergies Wealth Advisors, Inc. | 5.81% | Reduce -1.5% | 813,258 | $44.2M |
| Johnson Financial Group, Inc. | 2.31% | Add +17.9% | 789,995 | $43.0M |
| Pathstone Holdings, LLC | 0.20% | Reduce -19.9% | 789,120 | $42.9M |
| Stifel Financial Corp. | 0.05% | Reduce -20.8% | 775,046 | $42.2M |
| AE Wealth Management LLC | 0.47% | Reduce -52.2% | 763,350 | $41.5M |
| HighTower Advisors, LLC | 0.07% | Reduce -19.6% | 736,778 | $40.1M |
| Truist Financial Corp. | 0.06% | Reduce -19.5% | 713,814 | $38.8M |
| Osaic Holdings, Inc. | 0.08% | Reduce -84.4% | 681,406 | $37.1M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -20.6% | 676,938 | $36.8M |
| HTLF Bank | 4.07% | Reduce -1.7% | 650,710 | $35.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +2.6% | 643,655 | $35.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.13% | Reduce -0.1% | 629,481 | $34.2M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +3.1% | 612,070 | $33.3M |
| Covenant Partners, LLC | 9.58% | Reduce -8.4% | 604,203 | $32.9M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -2.4% | 597,573 | $32.5M |
| McMorgan & Co. LLC | 5.48% | Reduce -0.6% | 585,932 | $31.9M |
| Mariner, LLC | 0.06% | Add +10.5% | 553,021 | $30.1M |
| Rockefeller Capital Management L.P. | 0.09% | Add +7.6% | 547,809 | $29.8M |
| Symmetry Partners, LLC | 2.29% | Reduce -49.3% | 537,143 | $29.2M |
| Integrated Wealth Concepts LLC | 0.41% | Reduce -12.1% | 526,327 | $28.6M |
| Mercer Global Advisors Inc. | 0.08% | Add +40.9% | 519,733 | $28.6M |
| Octavia Wealth Advisors, LLC | 4.02% | New | 500,602 | $27.2M |
| MA Private Wealth | 5.51% | Add +10.5% | 499,723 | $27.2M |
| Fifth Third Bancorp | 0.11% | Reduce -11.7% | 499,624 | $27.2M |
| Atria Investments, Inc | 0.37% | Reduce -24.0% | 490,462 | $26.7M |
| Ratio Wealth Group | 4.85% | Add +2.1% | 479,147 | $26.1M |
| Valence8 US LP | 13.45% | Add +12.4% | 473,976 | $25.8M |
| Kestra Advisory Services, LLC | 0.17% | Add +10.4% | 469,481 | $25.5M |
| Townsend & Associates, Inc | 2.96% | Add +1.3% | 471,824 | $25.4M |
| Brave Asset Management Inc. | 6.21% | Add +3.5% | 439,574 | $23.9M |
| Atria Wealth Solutions, Inc. | 0.27% | Reduce -26.0% | 437,526 | $23.8M |
| Exencial Wealth Advisors, LLC | 0.88% | Reduce -2.8% | 431,164 | $23.5M |
| SCS Capital Management LLC | 0.49% | Reduce -8.6% | 421,486 | $22.9M |
| Icon Wealth Advisors, LLC | 2.10% | Reduce -22.2% | 415,910 | $22.6M |
| Prudential Financial Inc. | 0.03% | Reduce -20.7% | 404,744 | $22.0M |
| Sharkey, Howes & Javer | 3.60% | Reduce -3.9% | 403,821 | $22.0M |
| Captrust Financial Advisors | 0.08% | Reduce -47.9% | 402,959 | $21.9M |
| Obsidian Cio, LLC | 5.26% | Add +78.3% | 392,644 | $21.4M |
| Austin Private Wealth, LLC | 2.43% | Reduce -26.1% | 388,444 | $21.1M |
| Citadel Advisors | 0.02% | New | 366,942 | $20.0M |
| Checchi Capital Advisers, LLC | 1.54% | Reduce -0.1% | 362,882 | $19.7M |
| Advocacy Wealth Management, LLC | 1.66% | Reduce -32.5% | 355,203 | $19.3M |
| Susquehanna International Group, LLP | 0.03% | New | 339,601 | $18.5M |
| Affinity Capital Advisors, LLC | 4.07% | Add +18.4% | 335,893 | $18.3M |
| CreativeOne Wealth, LLC | 0.72% | Add +3.1% | 334,104 | $18.2M |
| B. Riley Wealth Advisors, Inc. | 0.49% | Add +45.0% | 370,143 | $18.1M |
| Bokf, NA | 0.32% | Reduce -4.4% | 329,000 | $17.8M |
| Cardinal Strategic Wealth Guidance | 6.49% | Add +0.1% | 317,583 | $17.3M |
| Spectrum Wealth Counsel, LLC | 2.07% | Add +1.0% | 310,581 | $16.9M |
| Cahill Financial Advisors Inc. | 2.30% | Add +5.9% | 310,533 | $16.9M |
| Strategic Blueprint, LLC | 1.19% | Reduce -7.2% | 307,371 | $16.7M |
| Bruce G. Allen Investments, LLC | 13.54% | Reduce -0.2% | 302,583 | $16.5M |
| FAS Wealth Partners, Inc. | 1.46% | Reduce -2.0% | 302,575 | $16.5M |
| High Falls Advisors, Inc | 4.11% | Reduce -20.5% | 300,228 | $16.3M |
| Avantax Advisory Services, Inc. | 0.14% | Reduce -18.7% | 289,621 | $15.8M |
| Greenleaf Trust | 0.15% | Reduce -1.8% | 288,616 | $15.7M |
| Focus Partners Advisor Solutions, LLC | 0.45% | Add +130.1% | 287,893 | $15.7M |
| West Wealth Group, LLC | 5.62% | Reduce -22.9% | 278,801 | $15.2M |
| Stonebrook Private Inc. | 4.36% | Add +10.8% | 274,716 | $14.9M |
| Corient Private Wealth LP | 0.03% | Reduce -12.2% | 274,355 | $14.9M |
| HighMark Wealth Management LLC | 9.23% | Reduce -5.9% | 273,771 | $14.9M |
| Plancorp, LLC | 0.64% | Add +0.6% | 272,569 | $14.8M |
| Accredited Investors Inc. | 0.93% | Reduce -7.8% | 266,837 | $14.5M |
| Horst & Graben Wealth Management LLC | 2.94% | Reduce -30.5% | 265,200 | $14.4M |
| Wakefield Asset Management LLLP | 4.98% | Reduce -0.9% | 264,284 | $14.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +3.9% | 263,735 | $14.3M |
| NorthRock Partners, LLC | 0.55% | Reduce -14.0% | 261,876 | $14.2M |
| Elgethun Capital Management | 3.57% | Add +1.9% | 261,086 | $14.1M |
| Stone House Investment Management, LLC | 3.23% | Reduce -2.2% | 252,816 | $13.8M |
| Farther Finance Advisors, LLC | 0.84% | Add +5.5% | 254,327 | $13.7M |
| Keebeck Wealth Management | 1.95% | Reduce -6.8% | 243,831 | $13.3M |
| Waverly Advisors, LLC | 0.31% | Add +575.7% | 240,310 | $13.1M |
| Financial Life Advisors | 5.47% | Reduce -1.3% | 240,148 | $13.1M |
| Arete Wealth Advisors, LLC | 1.21% | Reduce -1.7% | 239,799 | $13.0M |
| Summit Trail Advisors, LLC | 0.34% | No change | 237,672 | $12.9M |
| Invst, LLC | 1.53% | Reduce -31.0% | 239,180 | $12.9M |
| Orion Porfolio Solutions, LLC | 0.14% | New | 236,767 | $12.9M |
| Orion Portfolio Solutions, LLC | 0.14% | New | 236,767 | $12.9M |
| TNF LLC | 5.05% | Reduce -4.5% | 237,785 | $12.8M |
| Keeler Thomas Management LLC | 4.34% | Add +6.8% | 232,228 | $12.7M |
| Pettinga Financial Advisors LLC | 3.20% | Reduce -38.7% | 230,892 | $12.6M |
| SteelPeak Wealth, LLC | 0.64% | Reduce -28.8% | 228,653 | $12.4M |
| Northwest Capital Management Inc | 3.92% | Add +0.2% | 225,112 | $12.2M |
| Long Run Wealth Advisors, LLC | 3.18% | Add +4.1% | 222,001 | $12.1M |
| Apella Capital, LLC | 0.59% | Reduce -7.4% | 212,971 | $11.6M |
| Merit Financial Group, LLC | 0.28% | Reduce -28.0% | 212,760 | $11.6M |
| Cassaday & Co Wealth Management LLC | 0.38% | Reduce -0.8% | 213,256 | $11.6M |
| Blue Trust, Inc. | 0.16% | Reduce -46.4% | 208,282 | $11.3M |
| Lineweaver Wealth Advisors, LLC | 2.68% | Add +2.4% | 207,755 | $11.3M |
| Cary Street Partners Investment Advisory LLC | 0.47% | Add +49.9% | 224,566 | $11.2M |
| Ewa, LLC | 5.00% | New | 200,397 | $11.1M |
| Avantax Planning Partners, Inc. | 0.36% | Reduce -0.2% | 202,822 | $11.0M |
| Moneta Group Investment Advisors LLC | 0.18% | Reduce -4.0% | 202,765 | $11.0M |
| Connable Office Inc. | 1.22% | Add +0.0% | 197,542 | $10.7M |
| Simplicity Wealth,LLC | 0.25% | Add +6.0% | 192,907 | $10.5M |
| Wealth Alliance, LLC | 1.36% | Reduce -27.4% | 190,479 | $10.4M |
| Kickstand Ventures, Llc. | 2.93% | Add +130.1% | 190,184 | $10.3M |
| Keystone Financial Services | 4.51% | Reduce -24.2% | 190,096 | $10.3M |
| One Wealth Advisors, LLC | 1.78% | Reduce -23.8% | 188,052 | $10.2M |
| Crestone Asset Management LLC | 2.03% | Reduce -20.6% | 185,216 | $10.1M |
| Quent Capital, LLC | 1.17% | Add +3.5% | 184,327 | $10.0M |
| Associated Banc-Corp | 0.32% | Add +1.9% | 183,159 | $10.0M |
| Comerica Bank | 0.04% | Reduce -1.0% | 182,199 | $9.9M |
| Choreo, LLC | 0.25% | Reduce -0.1% | 177,857 | $9.7M |
| Creative Planning | 0.01% | Add +0.7% | 177,407 | $9.7M |
| Security Financial Services, INC. | 2.16% | Reduce -21.0% | 176,142 | $9.6M |
| BOK Financial Private Wealth, Inc. | 0.70% | Reduce -6.2% | 171,937 | $9.4M |
| Prosperity Consulting Group, LLC | 1.16% | Add +309.6% | 170,426 | $9.3M |
| Bank of Montreal | 0.00% | Reduce -2.0% | 169,644 | $9.2M |
| Efficient Advisors, LLC | 0.59% | Reduce -6.6% | 167,823 | $9.1M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +2.8% | 166,559 | $9.1M |
| RTD Financial Advisors, Inc. | 1.21% | Add +0.8% | 165,801 | $9.0M |
| McLean Asset Management Corp | 3.03% | Reduce -4.7% | 161,939 | $8.8M |
| Van Hulzen Asset Management, LLC | 0.58% | Add +0.2% | 161,626 | $8.8M |
| Cypress Wealth Services, LLC | 2.04% | Reduce -19.5% | 161,052 | $8.8M |
| Snowden Capital Advisors LLC | 0.28% | Add +12.7% | 160,796 | $8.7M |
| Private Advisor Group, LLC | 0.06% | Reduce -13.3% | 160,429 | $8.7M |
| Geisinger Health | 2.43% | Reduce -37.6% | 160,000 | $8.7M |
| Marks Group Wealth Management, Inc | 0.91% | Add +4.5% | 159,843 | $8.7M |
| Physician Wealth Advisors, Inc. | 1.82% | Reduce -27.1% | 165,122 | $8.6M |
| TSA Wealth Managment LLC | 3.71% | Reduce -29.5% | 156,606 | $8.5M |
| Spire Wealth Management | 0.16% | Reduce -12.2% | 156,390 | $8.5M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -19.9% | 156,150 | $8.5M |
| Apeiron RIA LLC | 2.46% | Reduce -12.4% | 156,046 | $8.5M |
| RFG Advisory, LLC | 0.29% | Reduce -23.3% | 154,086 | $8.4M |
| Verdence Capital Advisors LLC | 0.76% | Add +9.7% | 154,058 | $8.4M |
| Johnson Investment Counsel Inc. | 0.09% | Add +14.0% | 153,974 | $8.4M |
| Alternative Investment Advisors, LLC. | 4.99% | Add +3.9% | 153,139 | $8.3M |
| Voya Investment Management LLC | 0.01% | Add +19.0% | 151,562 | $8.2M |
| Townsquare Capital LLC | 0.12% | Reduce -3.2% | 150,304 | $8.2M |
| Perigon Wealth Management, LLC | 0.25% | Reduce -11.2% | 148,811 | $8.1M |
| Derbend Asset Management | 3.89% | Reduce -10.6% | 145,266 | $7.9M |
| Forthright Family Wealth Advisory LLC | 5.24% | Add +6.4% | 143,571 | $7.8M |
| ONE Advisory Partners, LLC | 3.81% | Reduce -29.2% | 142,552 | $7.8M |
| N.E.W. Advisory Services LLC | 0.85% | Add +0.5% | 141,603 | $7.7M |
| Kelly Financial Services LLC | 2.94% | Reduce -45.8% | 141,003 | $7.7M |
| Northern Trust Corp. | 0.00% | Add +2.6% | 139,932 | $7.6M |
| 1ST Source Bank | 0.44% | Reduce -48.1% | 139,097 | $7.6M |
| Summit X, LLC | 1.91% | Reduce -27.6% | 136,674 | $7.4M |
| Grayhawk Investment Strategies Inc. | 6.54% | Add +21.4% | 136,450 | $7.4M |
| Certus Wealth Management, LLC | 5.87% | Add +11.8% | 135,043 | $7.4M |
| BIP Wealth, LLC | 0.53% | Add +4.7% | 134,273 | $7.3M |
| Concourse Financial Group Securities, Inc. | 0.47% | Reduce -27.1% | 133,685 | $7.3M |
| PAX Financial Group, LLC | 1.45% | Reduce -37.1% | 132,472 | $7.2M |
| Tudor Investment Corporation | 0.09% | New | 129,894 | $7.1M |
| Pinnacle Wealth Planning Services, Inc. | 1.03% | Add +4.7% | 129,286 | $7.0M |
| Empowered Funds, LLC | 0.13% | New | 128,628 | $7.0M |
| Buttonwood Financial Group, LLC | 4.08% | Reduce -45.8% | 126,748 | $6.9M |
| Staley Capital Advisers Inc. | 0.32% | No change | 126,418 | $6.9M |
| Callan Family Office, LLC | 1.59% | Add +9.1% | 124,368 | $6.8M |
| Citigroup Inc. | 0.01% | Reduce -0.6% | 123,348 | $6.7M |
| Rothschild Wealth LLC | 2.34% | — | 122,032 | $6.6M |
| Atlas Capital Advisors Inc. | 1.04% | Add +17.5% | 121,955 | $6.6M |
| Advisory Services Network, LLC | 0.14% | Reduce -17.8% | 120,128 | $6.5M |
| Kathmere Capital Management, LLC | 0.75% | Reduce -1.9% | 119,948 | $6.5M |
| Wealthcare Advisory Partners LLC | 0.21% | Add +6.0% | 119,138 | $6.5M |
| Blair William & Co. | 0.02% | Add +2.4% | 119,012 | $6.5M |
| PrairieView Partners, LLC | 0.74% | Reduce -0.3% | 118,580 | $6.5M |
| Integrated Capital Management, Inc. | 5.22% | Reduce -0.5% | 117,292 | $6.4M |
| Trek Financial, LLC | 0.50% | Reduce -32.3% | 116,608 | $6.3M |
| Brookstone Capital Management | 0.11% | Reduce -37.5% | 116,559 | $6.3M |
| First Horizon Advisors, Inc. | 0.19% | Reduce -15.3% | 113,412 | $6.2M |
| Cary Street Partners Asset Management LLC | 0.96% | Reduce -43.1% | 113,371 | $6.2M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +211.1% | 113,350 | $6.2M |
| Mill Creek Capital Advisors, LLC | 0.17% | Reduce -1.0% | 113,345 | $6.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -3.5% | 113,316 | $6.2M |
| Mma Asset Management LLC | 2.90% | Add +40.4% | 112,153 | $6.2M |
| WCG Wealth Advisors LLC | 0.51% | Add +202.0% | 111,951 | $6.1M |
| Bromfield Sneider Wealth Advisors | 3.69% | Reduce -0.0% | 109,669 | $6.0M |
| First American Trust, FSB | 0.62% | Add +16.1% | 108,596 | $5.9M |
| Watershed Private Wealth LLC | 2.60% | Add +974.3% | 107,933 | $5.9M |
| Clifford Group, LLC | 4.82% | Add +6.7% | 107,205 | $5.8M |
| Allworth Financial LP | 0.04% | Add +201.0% | 107,099 | $5.8M |
| Glenmede Trust Co. NA | 0.03% | Reduce -7.8% | 106,626 | $5.8M |
| North Star Investment Management Corp. | 0.41% | Add +6.7% | 106,037 | $5.8M |
| WealthShield Partners, LLC | 0.93% | Reduce -27.4% | 105,669 | $5.7M |
| Kingdom Financial Group LLC. | 3.98% | Add +49.0% | 104,002 | $5.7M |
| Eq LLC | 3.48% | Add +9.2% | 103,949 | $5.7M |
| Renaissance Technologies | 0.01% | Add +47.0% | 103,800 | $5.6M |
| Riverwater Partners LLC | 4.11% | No change | 102,691 | $5.6M |
| Aptus Capital Advisors, LLC | 0.12% | Add +24506.2% | 99,409 | $5.4M |
| Waller Financial Planning Group, Inc. | 1.43% | Reduce -25.3% | 98,452 | $5.4M |
| Swmg, LLC | 2.41% | Reduce -32.5% | 98,344 | $5.3M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.19% | Add +16.8% | 98,235 | $5.3M |
| Napatree Capital LLC | 5.13% | Add +4.3% | 99,043 | $5.3M |
| CSM Advisors, LLC | 0.35% | Add +0.2% | 97,314 | $5.3M |
| Client 1ST Advisory Group, LLC | 2.37% | Reduce -9.1% | 97,127 | $5.3M |
| Focus Financial Network, Inc. | 0.26% | — | 100,269 | $5.3M |
| World Equity Group, Inc. | 1.08% | Reduce -11.5% | 96,716 | $5.3M |
| One Wealth Management Investment & Advisory Services, LLC | 2.14% | Reduce -15.6% | 96,218 | $5.2M |
| Northwest Wealth Management, LLC | 1.42% | Reduce -1.8% | 94,958 | $5.2M |
| Advus Financial Partners, LLC | 1.59% | Add +3.1% | 94,785 | $5.2M |
| Cobblestone Asset Management LLC | 3.41% | Reduce -30.1% | 92,525 | $5.0M |
| Global Retirement Partners, LLC | 0.19% | Reduce -7.6% | 91,962 | $5.0M |
| Moneco Advisors, LLC | 0.79% | Add +12.7% | 91,120 | $5.0M |
| Merriman Wealth Management, LLC | 0.22% | Reduce -0.5% | 90,766 | $4.9M |
| Dorsey & Whitney Trust CO LLC | 0.34% | No change | 90,721 | $4.9M |
| Rwa Wealth Partners, LLC | 0.07% | New | 90,454 | $4.9M |
| Bay Harbor Wealth Management, LLC | 1.76% | Reduce -37.7% | 90,108 | $4.9M |
| Stage Harbor Financial, LLC | 4.46% | Reduce -0.4% | 90,092 | $4.9M |
| Wealth Architects, LLC | 0.64% | Reduce -2.0% | 88,843 | $4.8M |
| Seneca Financial Advisors LLC | 2.57% | Add +3.9% | 88,448 | $4.8M |
| Maryland State Retirement & Pension System | 0.09% | Add +167.5% | 90,754 | $4.8M |
| Focus Partners Wealth | 0.04% | Add +317.7% | 86,369 | $4.7M |
| Vance Wealth, LLC | 1.84% | Add +3.4% | 85,100 | $4.6M |
| Maryland Capital Advisors Inc. | 2.87% | Reduce -2.0% | 85,076 | $4.6M |
| Zhang Financial LLC | 0.34% | Reduce -1.9% | 84,050 | $4.6M |
| Elevate Wealth Advisory, Inc. | 3.95% | Reduce -0.7% | 83,349 | $4.5M |
| 180 Wealth Advisors, LLC | 0.81% | Reduce -1.8% | 82,668 | $4.5M |
| Robinswood Financial LLC | 1.91% | Reduce -10.4% | 82,870 | $4.5M |
| Rockland Trust Co. | 0.24% | Reduce -4.7% | 82,319 | $4.5M |
| Firethorn Wealth Partners, LLC | 2.62% | Reduce -14.2% | 81,882 | $4.5M |
| Regal Investment Advisors LLC | 0.30% | Reduce -41.5% | 81,860 | $4.5M |
| Montecito Bank & Trust | 0.89% | Add +1.1% | 81,377 | $4.4M |
| Corepath Wealth Partners LLC | 4.86% | Reduce -60.7% | 81,751 | $4.4M |
| Diversify Advisory Services, LLC | 0.26% | — | 80,951 | $4.4M |
| Cerity Partners LLC | 0.01% | Reduce -11.3% | 80,210 | $4.4M |
| SigFig Wealth Management, LLC | 0.16% | Reduce -28.8% | 80,180 | $4.4M |
| Lincoln National Corp. | 0.07% | Add +7.8% | 78,942 | $4.3M |
| Beirne Wealth Consulting Services, LLC | 1.81% | Add +1.4% | 78,401 | $4.3M |
| AdvisorNet Financial, Inc | 0.41% | Reduce -5.8% | 78,363 | $4.3M |
| Brown Advisory Inc. | 0.01% | Reduce -7.7% | 78,004 | $4.2M |
| Liberty Wealth Management LLC | 0.83% | Reduce -45.6% | 78,094 | $4.2M |
| Horan Securities, Inc. | 2.00% | Add +3.5% | 77,963 | $4.2M |
| ShoreHaven Wealth Partners, LLC | 2.33% | Reduce -20.4% | 77,908 | $4.2M |
| Equitable Holdings, Inc. | 0.05% | Reduce -3.5% | 77,453 | $4.2M |
| First Hawaiian Bank | 0.13% | No change | 77,061 | $4.2M |
| Principal Securities, Inc. | 0.13% | Reduce -10.7% | 76,650 | $4.2M |
| Larson Financial Group LLC | 0.32% | Add +55.6% | 75,700 | $4.1M |
| Gen-Wealth Partners Inc | 2.03% | — | 75,302 | $4.1M |
| True Vision MN LLC | 2.83% | Reduce -10.9% | 74,725 | $4.0M |
| Beacon Bridge Wealth Partners, LLC | 1.88% | Reduce -19.7% | 73,060 | $4.0M |
| Shared Vision Wealth Group LLC | 2.47% | Reduce -26.3% | 72,744 | $4.0M |
| Legacy Financial Group LLC | 0.79% | New | 71,347 | $3.9M |
| Collective Family Office LLC | 1.26% | Reduce -7.9% | 71,155 | $3.9M |
| My Legacy Advisors, LLC | 1.29% | Reduce -19.9% | 70,691 | $3.8M |
| FFG Retirement Advisors LLC | 2.67% | Reduce -12.5% | 69,696 | $3.8M |
| Pitcairn Co. | 0.24% | Reduce -2.5% | 67,669 | $3.7M |
| PFG Advisors | 0.27% | Add +2.8% | 67,147 | $3.7M |
| Foundation Wealth Management, LLC | 2.97% | Reduce -2.4% | 67,074 | $3.6M |
| Market Street Wealth Management Advisors LLC | 0.64% | Reduce -0.7% | 66,790 | $3.6M |
| Interactive Financial Advisors, Inc. | 2.00% | Reduce -41.2% | 66,437 | $3.6M |
| Csenge Advisory Group | 0.20% | Reduce -24.3% | 66,157 | $3.6M |
| Partners Capital Investment Group, LLP | 0.11% | Reduce -9.8% | 65,354 | $3.6M |
| Parkside Financial Bank & Trust | 0.56% | Add +2.3% | 64,262 | $3.5M |
| Mutual Advisors, LLC | 0.11% | Reduce -24.6% | 64,194 | $3.5M |
| Ancora Advisors LLC | 0.08% | Add +101.1% | 63,704 | $3.5M |
| Signal Advisors Wealth, LLC | 0.85% | Reduce -0.7% | 63,009 | $3.4M |
| Noble Family Wealth, LLC | 0.97% | Reduce -0.8% | 62,879 | $3.4M |
| Geneos Wealth Management Inc. | 0.16% | Add +11.6% | 62,806 | $3.4M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -13.3% | 61,943 | $3.4M |
| Elevation Point Wealth Partners, LLC | 0.26% | Reduce -50.9% | 61,703 | $3.4M |
| Mayflower Financial Advisors, LLC | 0.56% | Reduce -23.0% | 61,658 | $3.4M |
| Peninsula Wealth, LLC | 0.67% | New | 61,600 | $3.4M |
| Independent Financial Group, LLC | 0.15% | Add +19.1% | 60,591 | $3.3M |
| Disciplined Investments, LLC | 1.79% | Reduce -1.9% | 60,378 | $3.3M |
| Robertson Stephens Wealth Management, LLC | 0.18% | Add +2.1% | 60,350 | $3.3M |
| Tradition Wealth Management, LLC | 0.33% | Reduce -28.3% | 59,966 | $3.3M |
| Cranbrook Wealth Management, LLC | 0.82% | Add +8.4% | 59,916 | $3.3M |
| Squarepoint Ops LLC | 0.01% | Reduce -23.8% | 59,657 | $3.2M |
| Mosley Wealth Management | 3.03% | Reduce -10.8% | 59,363 | $3.2M |
| CoreCap Advisors, LLC | 0.17% | Add +1.5% | 58,932 | $3.2M |
| Quadrature Capital Ltd | 0.05% | New | 58,908 | $3.2M |
| Telos Capital Management, Inc. | 0.36% | Add +0.7% | 58,660 | $3.2M |
| Millennium Management | 0.00% | New | 58,119 | $3.2M |
| Harbor Group, Inc. | 0.83% | Reduce -3.1% | 58,017 | $3.2M |
| Copperleaf Capital, LLC | 2.69% | Add +5.5% | 57,112 | $3.1M |
| Ade, LLC | 2.05% | Add +0.3% | 56,378 | $3.1M |
| Courier Capital LLC | 0.22% | Add +18.3% | 55,888 | $3.0M |
| SOL Capital Management CO | 0.38% | Reduce -18.9% | 55,517 | $3.0M |
| NorthCoast Asset Management LLC | 0.04% | New | 55,457 | $3.0M |
| Commonwealth Financial Services, LLC | 0.70% | Reduce -0.1% | 57,235 | $3.0M |
| Scissortail Wealth Management, LLC | 0.79% | New | 54,648 | $3.0M |
| RCS Financial Planning, LLC | 1.82% | Reduce -6.5% | 54,382 | $3.0M |
| Stratos Wealth Advisors, LLC | 0.18% | Reduce -21.4% | 54,348 | $3.0M |
| Dynasty Wealth Management, LLC | 0.09% | — | 52,882 | $2.9M |
| Verus Capital Partners, LLC | 0.31% | Reduce -2.9% | 52,274 | $2.8M |
| Dynamic Wealth Strategies, LLC | 2.37% | Add +2.9% | 50,894 | $2.8M |
| Eagle Strategies LLC | 0.62% | New | 50,889 | $2.8M |
| Summit Financial Strategies, Inc. | 0.38% | Reduce -4.1% | 50,639 | $2.8M |
| Stock Yards Bank & Trust Co. | 0.09% | Reduce -40.3% | 50,620 | $2.8M |
| Cibc World Market Inc. | 0.01% | Add +4.5% | 50,256 | $2.7M |
| Key Financial Inc | 0.69% | Reduce -0.7% | 50,029 | $2.7M |
| Whittier Trust Co. | 0.04% | Reduce -2.8% | 49,921 | $2.7M |
| Lansing Street Advisors | 1.22% | Add +3.4% | 49,761 | $2.7M |
| Advisory Alpha, LLC | 0.11% | Reduce -47.7% | 49,564 | $2.7M |
| Fund Evaluation Group, LLC | 0.17% | No change | 49,559 | $2.7M |
| Lantz Financial LLC | 0.87% | Reduce -26.1% | 49,416 | $2.7M |
| Pacific Life Fund Advisors LLC | 0.26% | Reduce -77.3% | 49,403 | $2.7M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Reduce -45.2% | 49,258 | $2.7M |
| Maripau Wealth Management LLC | 2.00% | Reduce -22.2% | 48,968 | $2.7M |
| Clearview Wealth Advisors LLC | 2.71% | Add +155.1% | 48,740 | $2.7M |
| Dohj, LLC | 0.70% | Reduce -4.8% | 48,711 | $2.6M |
| Avidian Wealth Enterprises, LLC | 0.14% | Reduce -30.7% | 48,367 | $2.6M |
| Harbour Investments, Inc. | 0.09% | Reduce -30.8% | 48,295 | $2.6M |
| Narus Financial Partners, LLC | 1.12% | Add +3.8% | 48,266 | $2.6M |
| Ehrlich Financial Group | 2.21% | Reduce -1.9% | 48,235 | $2.6M |
| W Advisors, LLC | 1.77% | Reduce -12.6% | 47,568 | $2.6M |
| Prospera Financial Services Inc | 0.08% | Add +2.6% | 47,017 | $2.6M |
| Ifrah Financial Services, Inc. | 0.71% | Add +2.0% | 46,221 | $2.5M |
| SkyView Investment Advisors, LLC | 0.46% | Add +2.1% | 45,571 | $2.5M |
| IFG Advisory, LLC | 0.18% | Reduce -12.3% | 45,176 | $2.5M |
| AMG National Trust Bank | 0.07% | Add +5.7% | 44,293 | $2.4M |
| OMNI 360 Wealth, Inc. | 1.99% | Add +3.1% | 44,167 | $2.4M |
| Shufro Rose & Co. LLC | 0.20% | Add +9.8% | 43,710 | $2.4M |
| Ascent Group, LLC | 0.21% | Add +1.9% | 43,650 | $2.4M |
| Centurion Wealth Management LLC | 0.94% | Reduce -28.8% | 43,607 | $2.4M |
| Assetmark, Inc. | 0.01% | Reduce -41.0% | 42,996 | $2.3M |
| Sax Wealth Advisors, LLC | 0.27% | Add +0.1% | 42,721 | $2.3M |
| Toronto Dominion Bank | 0.00% | Add +2773.8% | 42,704 | $2.3M |
| Quotient Wealth Partners, LLC | 0.08% | Reduce -51.3% | 42,626 | $2.3M |
| Maxwell Wealth Strategies Inc. | 1.17% | Reduce -48.6% | 41,685 | $2.3M |
| Raymond James Trust N.A. | 0.06% | Add +10.2% | 42,461 | $2.3M |
| American Financial & Tax Strategies Inc. | 1.24% | Reduce -0.0% | 42,328 | $2.3M |
| Commerce Bank | 0.02% | Add +51.7% | 41,891 | $2.3M |
| IFP Advisors, Inc | 0.10% | Add +9.4% | 41,216 | $2.2M |
| Ironwood Investment Counsel, LLC | 0.39% | Reduce -1.4% | 41,126 | $2.2M |
| Quadrant Private Wealth Management, LLC | 0.56% | Reduce -12.7% | 40,944 | $2.2M |
| Sterling Wealth Management, Inc. | 1.08% | Reduce -0.3% | 39,818 | $2.2M |
| Regimen Wealth, LLC | 0.75% | Reduce -0.6% | 39,803 | $2.2M |
| Sowell Financial Services LLC | 0.10% | Reduce -22.2% | 39,708 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.17% | Reduce -7.7% | 40,186 | $2.1M |
| Quantitative Investment Management, LLC | 0.13% | Add +73.4% | 39,049 | $2.1M |
| Sigma Planning Corp | 0.07% | Add +116.0% | 38,579 | $2.1M |
| Redwood Investment Management, LLC | 0.20% | Add +4.8% | 38,486 | $2.1M |
| Concorde Asset Management, LLC | 1.43% | Reduce -16.3% | 38,478 | $2.1M |
| BlackDiamond Wealth Management, LLC | 1.48% | Reduce -22.9% | 38,048 | $2.1M |
| Strategic Equity Management | 1.72% | New | 37,842 | $2.1M |
| Warner Financial, Inc. | 1.03% | Add +4.8% | 37,733 | $2.1M |
| LVW Advisors, LLC | 0.35% | Add +19.5% | 37,515 | $2.0M |
| Hoxton Planning & Management, LLC | 0.97% | Reduce -35.7% | 37,102 | $2.0M |
| United Asset Strategies, Inc. | 0.20% | Add +0.0% | 36,660 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.16% | Add +38.0% | 36,059 | $2.0M |
| Keb Asset Management, LLC | 0.67% | No change | 36,003 | $2.0M |
| Xponance LLC | 0.02% | No change | 35,991 | $2.0M |
| VPR Management LLC | 0.54% | No change | 35,700 | $1.9M |
| Intrua Financial, LLC | 0.29% | Add +42.6% | 34,511 | $1.9M |
| Weil Company, Inc. | 0.73% | Add +0.7% | 34,046 | $1.9M |
| CENTRAL TRUST Co | 0.05% | Reduce -2.6% | 33,767 | $1.8M |
| Stegner Investment Associates Inc. | 1.34% | Reduce -2.3% | 33,548 | $1.8M |
| Transcend Capital Advisors, LLC | 0.15% | Reduce -28.0% | 33,472 | $1.8M |
| WR Wealth Planners, LLC | 0.57% | Reduce -37.0% | 33,413 | $1.8M |
| Navellier & Associates Inc. | 0.22% | No change | 33,333 | $1.8M |
| Creative Financial Designs Inc. | 0.16% | Add +1.6% | 31,960 | $1.7M |
| Pinnacle Financial Partners Inc | 0.04% | Add +22.3% | 31,348 | $1.7M |
| Girard Partners LTD. | 0.16% | Add +2.5% | 31,181 | $1.7M |
| Seldon Capital LP | 1.02% | No change | 31,000 | $1.7M |
| Mason Investment Advisory Services, Inc. | 0.11% | Add +0.6% | 30,350 | $1.7M |
| Twin Peaks Wealth Advisors, LLC | 0.91% | Reduce -8.0% | 30,161 | $1.6M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Reduce -29.1% | 29,989 | $1.6M |
| Gateway Wealth Partners, LLC | 0.58% | Reduce -34.4% | 29,826 | $1.6M |
| Neumann Capital Management, LLC | 0.58% | No change | 29,785 | $1.6M |
| Windward Private Wealth Management Inc. | 0.65% | Reduce -4.0% | 29,289 | $1.6M |
| Emergent Wealth Advisors, LLC | 1.37% | Reduce -16.2% | 28,609 | $1.6M |
| Quantum Portfolio Management LLC | 0.90% | Add +67.8% | 28,927 | $1.6M |
| Venturi Wealth Management, LLC | 0.10% | Reduce -38.3% | 28,672 | $1.6M |
| Bush Investment Group, LLC | 1.37% | Reduce -34.1% | 28,453 | $1.5M |
| Flagship Harbor Advisors, LLC | 0.10% | New | 28,279 | $1.5M |
| Falcon Wealth Planning | 0.24% | Add +14.0% | 28,159 | $1.5M |
| HSBC Holdings PLC | 0.00% | Add +6.5% | 27,944 | $1.5M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.8% | 27,727 | $1.5M |
| TD Private Client Wealth LLC | 0.05% | Add +7.9% | 27,711 | $1.5M |
| Atlantic Edge Private Wealth Management, LLC | 0.52% | Reduce -10.3% | 27,704 | $1.5M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -20.6% | 27,102 | $1.5M |
| Revolve Wealth Partners, LLC | 0.25% | Reduce -1.9% | 27,053 | $1.5M |
| Betterment LLC | 0.00% | Add +13.6% | 26,809 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -44.2% | 26,635 | $1.4M |
| Fortress Wealth Management, Inc. | 0.74% | Reduce -34.1% | 26,447 | $1.4M |
| Lanark Financial, Inc. | 0.13% | Add +8.5% | 26,324 | $1.4M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Reduce -1.4% | 26,064 | $1.4M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -3.2% | 25,688 | $1.4M |
| Fragasso Financial Advisors Inc | 0.12% | Add +1.0% | 25,647 | $1.4M |
| Vertex Planning Partners, LLC | 0.38% | Reduce -23.4% | 25,540 | $1.4M |
| G&S Capital LLC | 0.62% | Reduce -37.3% | 25,426 | $1.4M |
| Rockingstone Advisors LLC | 0.71% | Reduce -10.4% | 25,300 | $1.4M |
| Campion Asset Management | 1.06% | Add +7.8% | 25,263 | $1.4M |
| SouthState Bank Corp | 0.11% | Add +1.1% | 25,234 | $1.4M |
| Axxcess Wealth Management, LLC | 0.04% | Add +134.9% | 25,215 | $1.4M |
| WealthPLAN Partners, LLC | 0.14% | Reduce -32.0% | 24,786 | $1.3M |
| TRUE Private Wealth Advisors | 0.15% | Reduce -35.5% | 24,684 | $1.3M |
| Independence Bank of Kentucky | 0.40% | Add +139.7% | 24,678 | $1.3M |
| Sage Financial Group Inc. | 0.12% | Reduce -2.6% | 24,631 | $1.3M |
| Commonwealth Retirement Investments LLC | 0.63% | Reduce -31.6% | 24,393 | $1.3M |
| GeoWealth Management, LLC | 0.05% | Reduce -34.0% | 24,317 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | Add +193.8% | 24,244 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.21% | Reduce -17.1% | 24,134 | $1.3M |
| REAP Financial Group, LLC | 0.36% | Reduce -10.2% | 24,017 | $1.3M |
| Droms Strauss Advisors Inc. /Mo/ | 0.48% | Reduce -32.3% | 23,990 | $1.3M |
| Clear Creek Financial Management, LLC | 0.17% | Reduce -33.5% | 23,959 | $1.3M |
| IHT Wealth Management, LLC | 0.05% | Add +101.5% | 23,924 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +18.6% | 23,710 | $1.3M |
| Sutton Place Investors LLC | 0.63% | Add +12.5% | 23,552 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Reduce -0.3% | 23,541 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -1.1% | 23,435 | $1.3M |
| Capital Analysts, LLC | 0.06% | Reduce -33.5% | 23,263 | $1.3M |
| Interchange Capital Partners, LLC | 0.84% | Reduce -32.8% | 24,229 | $1.3M |
| Nwam LLC | 0.10% | Reduce -14.5% | 22,660 | $1.2M |
| Benedetti & Gucer, Inc. | 0.62% | Add +5.5% | 22,904 | $1.2M |
| FWG Investments, LLC. | 1.35% | Reduce -2.0% | 22,872 | $1.2M |
| Breakwater Capital Group | 0.31% | Add +1.6% | 22,699 | $1.2M |
| Braun-Bostich & Associates Inc. | 1.02% | New | 22,318 | $1.2M |
| Tempus Wealth Planning, LLC | 0.53% | Reduce -3.1% | 22,269 | $1.2M |
| Eaton Financial Holdings Company, LLC | 0.63% | New | 22,192 | $1.2M |
| Conning Inc. | 0.04% | No change | 22,107 | $1.2M |
| Patten Group, Inc. | 0.29% | Reduce -3.7% | 21,990 | $1.2M |
| Cooper Financial Group | 0.20% | Reduce -12.7% | 21,822 | $1.2M |
| Visionary Wealth Advisors | 0.08% | Reduce -5.0% | 21,629 | $1.2M |
| Clayton Financial Group LLC | 0.53% | Add +18.2% | 21,384 | $1.2M |
| Claro Advisors Inc. | 0.20% | New | 21,116 | $1.1M |
| Catalina Capital Group, LLC | 0.49% | Reduce -40.4% | 21,102 | $1.1M |
| Mgo One Seven LLC | 0.06% | Add +0.5% | 20,952 | $1.1M |
| Aveo Capital Partners, LLC | 0.12% | Reduce -28.3% | 20,880 | $1.1M |
| W.H. Cornerstone Investments Inc. | 0.82% | Reduce -27.3% | 20,797 | $1.1M |
| Hill Investment Group Partners, LLC | 0.16% | Reduce -5.8% | 20,690 | $1.1M |
| RHS Financial, LLC | 0.63% | Add +30.4% | 19,934 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +13.6% | 19,807 | $1.1M |
| Tobias Financial Advisors, Inc. | 0.24% | Reduce -1.6% | 19,775 | $1.1M |
| Arcadia Wealth Management, LLC | 0.66% | Reduce -0.8% | 19,743 | $1.1M |
| Westside Investment Management, Inc. | 0.25% | Add +3.3% | 19,362 | $1.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.25% | Reduce -8.0% | 19,018 | $1.0M |
| Keybank National Association | 0.00% | Add +2.7% | 18,938 | $1.0M |
| Barclays PLC | 0.00% | Add +2027.6% | 18,936 | $1.0M |
| Clearstead Advisors, LLC | 0.05% | No change | 18,350 | $1.0M |
| Country Club Bank | 0.07% | Reduce -1.2% | 18,715 | $1.0M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -2.5% | 18,437 | $1.0M |
| Sovereign Financial Group, Inc. | 0.26% | Reduce -28.2% | 18,275 | $994K |
| Centaurus Financial, Inc. | 0.07% | Add +1.8% | 18,145 | $987K |
| Fonville Wealth Management LLC | 0.43% | Reduce -1.1% | 17,975 | $978K |
| Bleakley Financial Group, LLC | 0.03% | Add +2.4% | 17,871 | $972K |
| Raleigh Capital Management Inc. | 0.42% | Reduce -21.8% | 17,770 | $967K |
| LifePlan Investment Advisors, Inc. | 0.76% | Reduce -32.9% | 17,625 | $959K |
| Theory Financial LLC | 0.49% | Add +12.7% | 17,572 | $956K |
| Source Financial Advisors LLC | 0.29% | Reduce -42.0% | 17,281 | $940K |
| ARK & TLK Investments, LLC | 0.37% | Reduce -10.5% | 17,273 | $940K |
| Soundmark Wealth Management, LLC | 0.42% | Add +0.5% | 17,234 | $938K |
| BCU Wealth Advisors, LLC | 0.79% | Reduce -28.6% | 17,194 | $935K |
| InterOcean Capital Group, LLC | 0.02% | New | 17,129 | $932K |
| First Foundation Advisors | 0.04% | Add +38.5% | 17,077 | $929K |
| Vermillion & White Wealth Management Group, LLC | 0.74% | Add +16.8% | 17,046 | $927K |
| Angeles Wealth Management, LLC | 0.09% | No change | 16,964 | $923K |
| Midwest Heritage Bank, FSB | 0.48% | Add +2.2% | 16,909 | $920K |
| Mycio Wealth Partners, LLC | 0.23% | No change | 16,836 | $916K |
| TD Waterhouse Canada Inc. | 0.01% | Add +27.4% | 16,966 | $916K |
| Ascension Capital Advisors, Inc. | 0.51% | Reduce -41.7% | 16,815 | $915K |
| Kingswood Wealth Advisors, LLC | 0.11% | Reduce -5.1% | 16,747 | $911K |
| American State Bank (Iowa) | 0.61% | Reduce -4.1% | 16,727 | $910K |
| Edge Capital Group, LLC | 0.05% | Reduce -83.8% | 16,673 | $907K |
| LexAurum Advisors, LLC | 0.23% | Reduce -9.0% | 16,655 | $906K |
| Sound Income Strategies, LLC | 0.07% | Add +37.0% | 16,465 | $896K |
| Pallas Capital Advisors LLC | 0.04% | Reduce -23.8% | 16,447 | $895K |
| Marcum Wealth, LLC | 0.09% | Reduce -2.6% | 16,439 | $894K |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -30.2% | 16,247 | $884K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +4.3% | 16,216 | $882K |
| Altfest L J & Co. Inc. | 0.12% | Add +7.0% | 16,053 | $873K |
| Moneywise, Inc. | 0.47% | New | 16,043 | $873K |
| Compound Planning, Inc. | 0.08% | Reduce -60.0% | 15,925 | $866K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -25.5% | 15,870 | $863K |
| Wambolt & Associates, LLC | 0.25% | Reduce -45.5% | 15,549 | $840K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +14.1% | 15,428 | $839K |
| GFS Advisors, LLC | 0.14% | Add +0.1% | 15,416 | $839K |
| O'Connor Financial Group LLC | 0.50% | Reduce -72.7% | 15,423 | $839K |
| Sierra Capital LLC | 0.11% | No change | 15,250 | $830K |
| Private Trust Co. NA | 0.09% | Reduce -18.5% | 15,121 | $823K |
| Aspire Private Capital, LLC | 0.21% | Reduce -16.6% | 14,977 | $815K |
| StoneX Group Inc. | 0.07% | Reduce -2.2% | 14,964 | $814K |
| Lifeworks Advisors, LLC | 0.23% | New | 14,948 | $813K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -14.6% | 14,891 | $810K |
| Journey Strategic Wealth LLC | 0.04% | New | 14,706 | $800K |
| American Financial Advisors, LLC | 0.11% | Reduce -0.2% | 14,693 | $799K |
| First Citizens Financial Corp | 0.47% | Add +4.8% | 14,626 | $796K |
| First Commonwealth Financial Corp | 0.21% | Reduce -22.3% | 14,488 | $788K |
| 1834 Investment Advisors Co. | 0.09% | No change | 13,984 | $761K |
| Squire Investment Management Company, LLC | 0.48% | Reduce -0.5% | 13,964 | $760K |
| Aspire Wealth Management Corp | 0.45% | Reduce -45.1% | 13,795 | $750K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +32.0% | 13,791 | $750K |
| Opinicus Capital, Inc. | 0.66% | Reduce -14.8% | 13,697 | $745K |
| Latitude Advisors, LLC | 0.46% | Add +16.7% | 13,599 | $740K |
| Peterson Financial Group, Inc. | 4.81% | Reduce -7.1% | 13,549 | $737K |
| Arlington Capital Management, Inc. | 0.61% | Reduce -9.6% | 13,503 | $735K |
| Ameritas Advisory Services, LLC | 0.03% | Add +29.1% | 13,502 | $733K |
| Asset Dedication, LLC | 0.05% | Add +0.1% | 13,459 | $731K |
| Beacon Financial Advisory LLC | 0.35% | Reduce -27.9% | 13,415 | $730K |
| Stephens Inc. | 0.01% | Add +0.3% | 13,402 | $729K |
| Fiduciary Trust Co | 0.01% | Reduce -2.1% | 13,372 | $727K |
| Resurgent Financial Advisors LLC | 0.39% | Add +2.7% | 13,355 | $727K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Reduce -54.2% | 13,137 | $715K |
| Keystone Wealth Services, LLC | 0.23% | Reduce -73.8% | 12,951 | $705K |
| First Citizens Asset Management, Inc. | 0.27% | Reduce -0.4% | 12,942 | $704K |
| Foster Group, Inc. | 0.03% | Add +1.5% | 12,787 | $696K |
| Aprio Wealth Management, LLC | 0.14% | Reduce -40.6% | 12,679 | $690K |
| Alterna Wealth Management, Inc. | 0.55% | Reduce -23.0% | 12,503 | $680K |
| NBT Bank, N.A. | 0.05% | Reduce -24.7% | 12,430 | $676K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -22.7% | 12,228 | $665K |
| Virtus Family Office LLC | 1.06% | Add +1.2% | 12,156 | $661K |
| VestGen Investment Management | 0.20% | Reduce -35.7% | 12,058 | $656K |
| DAVENPORT & Co LLC | 0.00% | Add +0.2% | 11,917 | $648K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -0.8% | 11,864 | $645K |
| 25 LLC | 0.31% | Reduce -3.2% | 11,825 | $643K |
| Tritonpoint Wealth, LLC | 0.07% | Reduce -35.7% | 7,920 | $642K |
| Absolute Capital Management, LLC | 0.41% | Reduce -34.5% | 11,752 | $639K |
| International Assets Investment Management, LLC | 0.07% | Reduce -28.5% | 11,826 | $639K |
| Addison Capital Co | 0.31% | Add +132.6% | 11,650 | $634K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.7% | 11,550 | $628K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +6.1% | 11,528 | $627K |
| Hutchens & Kramer Investment Management Group, LLC | 0.37% | Add +35.8% | 11,584 | $626K |
| Krilogy Financial LLC | 0.05% | Reduce -11.4% | 11,507 | $626K |
| Hobart Private Capital, LLC | 0.19% | Reduce -7.4% | 11,343 | $617K |
| Gilman Hill Asset Management, LLC | 0.11% | Reduce -68.8% | 11,224 | $611K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -0.4% | 11,265 | $605K |
| Capasso Planning Partners LLC | 0.24% | Add +6.8% | 10,853 | $590K |
| Dentgroup LLC | 0.49% | Reduce -35.2% | 10,836 | $590K |
| Ritter Daniher Financial Advisory LLC / DE | 0.19% | Add +1.6% | 10,793 | $587K |
| Pinnacle Family Advisors, LLC | 0.31% | Add +18.4% | 10,783 | $587K |
| TCWP LLC | 1.56% | Reduce -26.6% | 10,750 | $585K |
| Manhattan West Asset Management, LLC | 0.14% | New | 10,596 | $576K |
| Vontobel Holding Ltd. | 0.00% | No change | 10,571 | $575K |
| Lido Advisors, LLC | 0.01% | Reduce -2.8% | 10,515 | $572K |
| Modern Wealth Management, LLC | 0.05% | New | 10,465 | $569K |
| Lwmg, LLC | 0.13% | Reduce -36.3% | 10,361 | $564K |
| Osborne Partners Capital Management, LLC | 0.03% | Add +17.1% | 10,300 | $560K |
| Turtle Creek Wealth Advisors, LLC | 0.14% | No change | 10,204 | $555K |
| Motive Wealth Advisors | 0.34% | New | 10,175 | $554K |
| Lodestone Wealth Management LLC | 0.29% | No change | 10,110 | $550K |
| Evanson Asset Management, LLC | 0.04% | No change | 10,030 | $546K |
| Cherry Tree Wealth Management, LLC | 0.14% | Reduce -0.0% | 9,994 | $544K |
| Flputnam Investment Management Co. | 0.01% | Add +4.2% | 9,962 | $542K |
| Well Done, LLC | 0.11% | Reduce -11.4% | 9,872 | $537K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -7.9% | 9,885 | $536K |
| Beacon Financial Group | 0.06% | Reduce -3.1% | 9,841 | $535K |
| D.A. Davidson & Co. | 0.00% | Reduce -38.1% | 9,834 | $535K |
| Cornerstone Advisors Asset Management, LLC | 0.18% | No change | 9,640 | $524K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -34.2% | 9,612 | $523K |
| Meridian Wealth Management, LLC | 0.09% | Reduce -2.7% | 9,611 | $523K |
| Wealthcare Capital Management LLC | 0.06% | Reduce -32.3% | 9,591 | $522K |
| Tanglewood Wealth Management, Inc. | 0.06% | Reduce -3.7% | 9,515 | $518K |
| Hemington Wealth Management | 0.19% | Reduce -2.7% | 9,440 | $514K |
| AlTi Global, Inc. | 0.01% | Reduce -0.7% | 9,442 | $514K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -40.5% | 9,434 | $513K |
| Mission Wealth Management, LP | 0.01% | Add +1.5% | 9,393 | $511K |
| Columbus Macro, LLC | 0.19% | Reduce -79.1% | 9,297 | $506K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.2% | 9,271 | $501K |
| Madden Advisory Services, Inc. | 0.26% | Add +0.1% | 9,137 | $497K |
| Samalin Investment Counsel, LLC | 0.24% | Reduce -10.3% | 9,079 | $494K |
| Mather Group, Llc. | 0.01% | Reduce -9.8% | 9,427 | $491K |
| CAP Partners, LLC | 0.43% | Reduce -24.1% | 8,985 | $489K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -26.3% | 8,975 | $488K |
| Family Firm, Inc. | 0.12% | Reduce -3.6% | 8,920 | $485K |
| Lion Street Advisors, LLC | 0.20% | No change | 9,240 | $481K |
| Gilbert & Cook, Inc. | 0.07% | Reduce -9.6% | 8,833 | $481K |
| Quarry Hill Advisors, LLC | 0.35% | No change | 8,773 | $477K |
| MIdWestOne Financial Group, Inc. | 0.09% | Reduce -0.2% | 8,709 | $474K |
| Level Four Advisory Services, LLC | 0.03% | No change | 9,061 | $472K |
| Heritage Wealth Management, LLC | 0.24% | Reduce -2.3% | 8,612 | $468K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -9.5% | 8,458 | $460K |
| Quadcap Wealth Management, LLC | 0.10% | Reduce -4.4% | 8,407 | $457K |
| Keel Point, LLC | 0.05% | New | 8,387 | $456K |
| Carlson Capital Management | 0.02% | Reduce -93.9% | 8,314 | $452K |
| Essex Bank | 0.13% | No change | 8,663 | $451K |
| Claris Advisors, LLC / Mo / | 0.23% | No change | 8,269 | $450K |
| Financial Gravity Asset Management, Inc. | 0.13% | Reduce -98.5% | 8,622 | $449K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | New | 8,250 | $449K |
| Harbour Capital Advisors, LLC | 0.11% | No change | 8,204 | $442K |
| Uptick Partners, LLC | 0.34% | Reduce -11.1% | 8,115 | $441K |
| DGS Capital Management, LLC | 0.12% | Add +4.5% | 8,062 | $439K |
| Semmax Financial Advisors Inc. | 0.14% | Add +10.1% | 7,890 | $438K |
| Tranquility Partners, LLC | 0.17% | Add +3.8% | 7,994 | $435K |
| Financial Perspectives, Inc | 0.16% | Add +0.3% | 7,958 | $433K |
| MainStreet Investment Advisors LLC | 0.05% | Reduce -3.0% | 7,906 | $430K |
| Center for Financial Planning, Inc. | 0.06% | Reduce -0.8% | 7,891 | $429K |
| Wedmont Private Capital | 0.03% | No change | 7,845 | $428K |
| Curi Capital, LLC | 0.01% | Add +1.2% | 7,869 | $428K |
| GYL Financial Synergies, LLC | 0.03% | No change | 7,803 | $424K |
| Moors & Cabot, Inc. | 0.02% | New | 7,769 | $423K |
| Citizens Business Bank | 0.09% | No change | 7,756 | $422K |
| Raffa Wealth Management, LLC | 0.13% | No change | 7,726 | $420K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +0.5% | 7,721 | $420K |
| Oliver Lagore Vanvalin Investment Group | 0.13% | Reduce -39.3% | 7,662 | $417K |
| Beverly Hills Private Wealth, LLC | 0.10% | Reduce -46.8% | 7,601 | $413K |
| Prosperity Planning, Inc. | 0.20% | Reduce -13.0% | 7,503 | $408K |
| Palisade Asset Management, LLC | 0.04% | No change | 7,470 | $406K |
| Greenwood Capital Associates LLC | 0.05% | No change | 7,463 | $406K |
| Pinnacle Bancorp, Inc. | 0.12% | Reduce -0.0% | 7,442 | $405K |
| Red Tortoise LLC | 0.23% | No change | 7,441 | $405K |
| Arkadios Wealth Advisors | 0.03% | Reduce -16.3% | 7,428 | $404K |
| Northwest Bancshares, Inc. | 0.06% | Reduce -1.2% | 7,377 | $401K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -4.0% | 7,368 | $401K |
| One Capital Management, LLC | 0.01% | Reduce -98.1% | 7,303 | $397K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.2% | 7,287 | $396K |
| Bessemer Group Inc. | 0.00% | No change | 7,288 | $396K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.1% | 7,265 | $395K |
| &partners | 0.05% | Add +63.0% | 7,216 | $393K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -8.8% | 7,213 | $392K |
| Glass Jacobson Investment Advisors llc | 0.15% | Reduce -5.3% | 7,203 | $392K |
| JT Stratford LLC | 0.08% | Reduce -31.9% | 7,159 | $389K |
| Wrapmanager Inc. | 0.11% | Reduce -14.1% | 7,144 | $389K |
| Integral Investment Advisors, Inc. | 0.16% | New | 7,000 | $382K |
| Aerodigm Wealth, LLC | 0.15% | Reduce -50.0% | 6,863 | $373K |
| Lake Street Advisors Group, LLC | 0.02% | No change | 6,824 | $371K |
| Fermata Advisors, LLC | 0.08% | Add +37.4% | 6,781 | $369K |
| Shotwell Rutter Baer Inc | 0.75% | Reduce -2.5% | 6,737 | $368K |
| LGT Financial Advisors LLC | 0.43% | Add +1.1% | 6,751 | $367K |
| Financial Counselors Inc. | 0.01% | Add +11.5% | 6,693 | $364K |
| Voya Financial Advisors, Inc. | 0.04% | Reduce -1.6% | 6,664 | $363K |
| Total Wealth Planning, LLC | 0.06% | No change | 6,667 | $363K |
| Avior Wealth Management, LLC | 0.02% | Add +36.6% | 6,663 | $363K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -31.0% | 6,510 | $354K |
| Savvy Advisors, Inc. | 0.20% | New | 6,439 | $350K |
| Sunbelt Securities, Inc. | 0.04% | Add +0.8% | 6,404 | $348K |
| Life Line Wealth Management LLC | 0.13% | New | 6,372 | $347K |
| Argent Advisors, Inc. | 0.14% | Add +2.5% | 6,338 | $345K |
| TrueWealth Advisors, LLC | 0.13% | Reduce -26.1% | 6,297 | $343K |
| Sachetta, LLC | 0.16% | No change | 6,530 | $340K |
| Financial Partners Group, Inc | 0.05% | Reduce -11.5% | 6,249 | $340K |
| Essex Private Wealth Management, LLC | 0.95% | No change | 6,190 | $337K |
| Semus Wealth Partners LLC | 0.28% | Reduce -53.5% | 6,187 | $337K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -40.9% | 6,136 | $334K |
| Bordeaux Wealth Advisors LLC | 0.11% | Reduce -46.8% | 6,057 | $330K |
| Aaron Wealth Advisors LLC | 0.05% | Reduce -0.3% | 6,053 | $329K |
| National Bank of Canada | 0.00% | Reduce -20.1% | 5,927 | $329K |
| Legacy Edge Advisors, LLC | 0.07% | Reduce -32.1% | 6,030 | $328K |
| Index Fund Advisors, Inc. | 0.02% | No change | 6,003 | $327K |
| Wharton Business Group, LLC | 0.02% | No change | 5,960 | $324K |
| Integrated Advisors Network LLC | 0.02% | Reduce -4.8% | 5,937 | $323K |
| Peirce Capital Management, LLC | 0.18% | No change | 5,881 | $320K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -36.0% | 5,870 | $319K |
| Hilltop National Bank | 0.11% | — | 5,850 | $318K |
| Forum Financial Management, LP | 0.01% | Add +7.3% | 5,806 | $316K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 5,803 | $316K |
| PBMares Wealth Management LLC | 0.08% | Reduce -20.7% | 5,792 | $315K |
| Lauterbach Financial Advisors, LLC | 0.21% | No change | 5,746 | $313K |
| Milestone Investment Advisors LLC | 0.08% | No change | 5,719 | $311K |
| Dopkins Wealth Management, LLC | 0.19% | Reduce -17.1% | 5,679 | $309K |
| Portside Wealth Group, LLC | 0.06% | Reduce -11.4% | 5,667 | $308K |
| Glenview Trust Co | 0.01% | Reduce -11.5% | 5,664 | $308K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -20.2% | 5,600 | $305K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -11.2% | 5,575 | $303K |
| Flagstar Securities, Inc. | 0.08% | Reduce -9.8% | 5,560 | $302K |
| One Wealth Map LLC | 0.20% | Reduce -37.2% | 5,650 | $302K |
| Boston Financial Mangement LLC | 0.01% | Reduce -29.1% | 5,523 | $300K |
| Wealthfront Advisers LLC | 0.00% | Reduce -14.9% | 5,502 | $299K |
| Beaird Harris Wealth Management, LLC | 0.03% | Reduce -13.9% | 5,478 | $298K |
| Opes Wealth Management LLC | 0.07% | Add +21.9% | 5,441 | $296K |
| Marco Investment Management LLC | 0.03% | No change | 5,417 | $295K |
| XML Financial, LLC | 0.03% | No change | 5,415 | $295K |
| Intelligence Driven Advisers, LLC | 0.04% | Reduce -3.5% | 5,414 | $295K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,404 | $294K |
| CRA Financial Services, LLC | 0.06% | No change | 5,387 | $293K |
| New Republic Capital, LLC | 0.18% | Reduce -29.2% | 5,300 | $288K |
| Western Financial Corp | 0.18% | Reduce -53.6% | 5,295 | $288K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 5,262 | $286K |
| Sage Mountain Advisors LLC | 0.03% | Reduce -5.1% | 5,251 | $286K |
| Kovack Advisors, Inc. | 0.03% | Add +10.9% | 5,221 | $284K |
| Magnus Financial Group LLC | 0.03% | Reduce -0.5% | 5,216 | $284K |
| Marino, Stram & Associates LLC | 0.07% | Reduce -5.1% | 5,198 | $283K |
| Continuum Advisory, LLC | 0.04% | Reduce -55.5% | 5,099 | $282K |
| CGN Advisors LLC | 0.04% | Add +14.1% | 5,126 | $279K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 5,125 | $279K |
| Cornerstone Planning Group LLC | 0.09% | Reduce -53.3% | 5,082 | $277K |
| Argent Trust Co | 0.01% | Add +11.0% | 5,086 | $277K |
| Franklin Resources Inc. | 0.00% | Reduce -87.9% | 5,069 | $276K |
| TBH Global Asset Management, LLC | 0.05% | Add +0.9% | 5,021 | $273K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -8.3% | 4,995 | $272K |
| Alera Investment Advisors, LLC | 0.04% | Reduce -73.8% | 4,969 | $270K |
| Western Wealth Management, LLC | 0.02% | Reduce -53.0% | 4,914 | $267K |
| Obermeyer Wealth Partners | 0.02% | Add +24.6% | 4,911 | $267K |
| FinTrust Capital Advisors, LLC | 0.05% | Reduce -37.6% | 4,893 | $266K |
| Waldron Private Wealth LLC | 0.01% | No change | 4,848 | $264K |
| BCS Wealth Management | 0.08% | No change | 4,745 | $258K |
| Lantern Wealth Advisors, LLC | 0.18% | Reduce -42.2% | 4,721 | $257K |
| HBK Sorce Advisory LLC | 0.01% | New | 4,701 | $256K |
| Criterion Capital Advisors, LLC | 0.17% | Reduce -0.4% | 4,701 | $256K |
| Hirtle & Co., LLC | 0.01% | No change | 4,662 | $254K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 4,648 | $253K |
| Pointe Capital Management LLC | 0.15% | New | 4,626 | $252K |
| Team Hewins, LLC | 0.10% | Reduce -10.7% | 4,595 | $250K |
| Legacy Wealth Asset Management, LLC | 0.07% | Add +1.9% | 4,593 | $250K |
| Allegheny Financial Group | 0.08% | Reduce -36.0% | 4,582 | $249K |
| TKG Advisors, LLC | 0.14% | Reduce -43.3% | 4,549 | $247K |
| MKT Advisors LLC | 0.13% | Add +7.5% | 4,547 | $245K |
| Allegiance Financial Group Advisory Services LLC | 0.10% | No change | 4,439 | $241K |
| Yeomans Consulting Group, Inc. | 0.11% | Reduce -97.5% | 4,430 | $241K |
| NewEdge Wealth, LLC | 0.01% | Add +1.1% | 4,422 | $240K |
| Stokes Family Office, LLC | 0.03% | New | 4,404 | $240K |
| Frontier Asset Management, LLC | 0.09% | Reduce -12.4% | 4,364 | $237K |
| Biechele Royce Advisors | 0.08% | No change | 4,327 | $236K |
| Simmons Bank | 0.02% | Add +2.0% | 4,267 | $232K |
| Elevation Wealth Partners, LLC | 0.12% | Add +1.8% | 4,240 | $231K |
| Unionview, LLC | 0.19% | No change | 4,226 | $230K |
| Veracity Capital LLC | 0.09% | Reduce -42.2% | 4,171 | $227K |
| Cambridge Financial Group, LLC | 0.11% | No change | 4,164 | $227K |
| Ciovacco Capital Management LLC | 0.15% | Reduce -74.4% | 4,122 | $224K |
| Strategy Asset Managers LLC | 0.05% | Reduce -1.2% | 4,047 | $220K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -12.5% | 4,047 | $220K |
| Good Life Advisors, LLC | 0.02% | Reduce -22.4% | 4,028 | $219K |
| Instrumental Wealth, LLC | 0.09% | No change | 3,896 | $218K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -3.8% | 4,000 | $218K |
| Washington Trust Bank | 0.02% | Reduce -23.8% | 3,988 | $217K |
| Capital Investment Counsel, LLC | 0.05% | New | 3,976 | $216K |
| Oak Family Advisors, LLC | 0.08% | Reduce -8.1% | 3,966 | $216K |
| Rosenberg Matthew Hamilton | 0.06% | Reduce -16.6% | 3,940 | $213K |
| Versant Capital Management, Inc | 0.06% | Reduce -0.9% | 3,905 | $212K |
| MB Generational Wealth, LLC | 0.16% | New | 3,851 | $209K |
| FFT Wealth Management LLC | 0.02% | No change | 3,850 | $209K |
| Resonant Capital Advisors, LLC | 0.02% | New | 3,848 | $209K |
| FSC Wealth Advisors, LLC | 0.15% | Add +119.4% | 3,800 | $207K |
| Private Ocean, LLC | 0.02% | No change | 3,786 | $206K |
| Lutz Financial Services LLC | 0.02% | New | 3,785 | $206K |
| Sachem Hill LLC | 0.05% | New | 3,740 | $203K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Reduce -28.7% | 3,722 | $202K |
| Cassady Schiller Wealth Management, LLC | 0.09% | No change | 3,698 | $201K |
| Hazlett, Burt & Watson, Inc. | 0.12% | Add +15.3% | 3,696 | $201K |
| Atlas Brown,Inc. | 0.07% | New | 3,692 | $201K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -11.4% | 3,584 | $195K |
| Global Financial Private Client, LLC | 0.08% | Reduce -8.8% | 3,597 | $194K |
| ICA Group Wealth Management, LLC | 0.03% | Reduce -33.2% | 3,038 | $165K |
| Gilliland Jeter Wealth Management LLC | 0.06% | New | 3,000 | $163K |
| Parallel Advisors, LLC | 0.00% | Reduce -11.3% | 2,982 | $162K |
| Macroview Investment Management LLC | 0.18% | Add +54.9% | 2,926 | $159K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,924 | $159K |
| Providence Capital Advisors, LLC | 0.03% | No change | 2,774 | $151K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -1.1% | 2,734 | $149K |
| Quadrant Capital Group LLC | 0.01% | No change | 2,725 | $148K |
| Pineridge Advisors LLC | 0.05% | Reduce -19.1% | 2,710 | $147K |
| Horizon Bancorp Inc. | 0.07% | Add +2.7% | 2,674 | $145K |
| Rothschild Investment LLC | 0.01% | Add +5.7% | 2,501 | $136K |
| Balentine LLC | 0.00% | Reduce -91.8% | 2,462 | $134K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -34.1% | 2,221 | $121K |
| Cape Investment Advisory, Inc. | 0.05% | Reduce -46.8% | 2,108 | $115K |
| Sandy Spring Bank | 0.01% | New | 2,101 | $114K |
| Logan Capital Management Inc. | 0.00% | No change | 2,086 | $113K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,985 | $108K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,983 | $108K |
| Smartleaf Asset Management LLC | 0.02% | Add +100.8% | 1,922 | $105K |
| Carolinas Wealth Consulting LLC | 0.02% | New | 1,909 | $104K |
| WASHINGTON TRUST Co | 0.00% | Add +0.2% | 1,909 | $104K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,838 | $96K |
| Oakworth Capital, Inc. | 0.01% | Add +20.0% | 1,744 | $95K |
| McIlrath & Eck, LLC | 0.01% | Reduce -2.0% | 1,673 | $91K |
| SYSTM Wealth Solutions LLC | 0.01% | Reduce -15.3% | 1,617 | $88K |
| Tucker Asset Management LLC | 0.02% | Add +135.3% | 1,525 | $83K |
| Anchor Investment Management, LLC | 0.01% | Reduce -6.8% | 1,478 | $80K |
| EPG Wealth Management LLC | 0.02% | Reduce -0.3% | 1,450 | $79K |
| Park Place Capital Corp | 0.03% | Reduce -49.4% | 1,379 | $75K |
| Tsfg, LLC | 0.02% | No change | 1,350 | $73K |
| Highline Wealth Partners LLC | 0.03% | No change | 1,313 | $71K |
| Matrix Private Capital Group LLC | 0.05% | No change | 1,268 | $69K |
| Montag A & Associates Inc. | 0.00% | No change | 1,164 | $63K |
| Harbor Investment Advisory, LLC | 0.01% | Add +29.0% | 1,053 | $57K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 982 | $53K |
| Rogco, LP | 0.02% | Add +5.2% | 971 | $53K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | New | 954 | $52K |
| Gradient Investments LLC | 0.00% | Reduce -6.0% | 935 | $51K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 923 | $50K |
| Brown Brothers Harriman & Co. | 0.00% | New | 880 | $48K |
| LRI Investments, LLC | 0.01% | — | 864 | $47K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 851 | $46K |
| Ballast Advisors LLC | 0.02% | No change | 838 | $46K |
| Element Wealth, LLC | 0.03% | Add +392.9% | 833 | $45K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -14.6% | 750 | $41K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +784.5% | 743 | $40K |
| Powell Investment Advisors, LLC | 0.02% | No change | 738 | $40K |
| Avion Wealth | 0.01% | No change | 592 | $33K |
| Richardson Capital Management LLC | 0.03% | Add +8.5% | 600 | $33K |
| Sugarloaf Wealth Management, LLC | 0.01% | New | 575 | $31K |
| Concord Wealth Partners | 0.01% | Reduce -51.2% | 571 | $31K |
| Signaturefd, LLC | 0.00% | Add +23.6% | 556 | $30K |
| Retirement Group, LLC | 0.01% | No change | 548 | $30K |
| Legacy Bridge, LLC | 0.02% | No change | 525 | $29K |
| Clear Point Advisors Inc. | 0.02% | No change | 498 | $27K |
| Addison Advisors LLC | 0.01% | No change | 472 | $26K |
| Beacon Capital Management, LLC | 0.01% | Reduce -26.3% | 468 | $25K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 467 | $25K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -18.1% | 413 | $22K |
| Phillips Financial Management, LLC | 0.00% | Reduce -25.6% | 405 | $22K |
| Arlington Trust Co LLC | 0.01% | Reduce -20.3% | 374 | $20K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 371 | $20K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +85.2% | 363 | $20K |
| CVA Family Office, LLC | 0.00% | No change | 359 | $20K |
| Truvestments Capital LLC | 0.01% | New | 351 | $19K |
| Wolff Wiese Magana LLC | 0.02% | No change | 347 | $19K |
| Financial Freedom, LLC | 0.01% | No change | 330 | $18K |
| Tompkins Financial Corp. | 0.00% | Reduce -37.8% | 326 | $18K |
| Abound Wealth Management | 0.01% | Reduce -2.4% | 324 | $18K |
| Bogart Wealth, LLC | 0.00% | Add +96.8% | 311 | $17K |
| Arax Advisory Partners | 0.00% | New | 308 | $17K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 302 | $16K |
| Optimum Investment Advisors | 0.01% | No change | 301 | $16K |
| Trust Co. of Vermont | 0.00% | No change | 300 | $16K |
| CGC Financial Services, LLC | 0.01% | No change | 280 | $15K |
| Clearstead Trust, LLC | 0.00% | No change | 254 | $14K |
| Barrett & Company, Inc. | 0.01% | No change | 240 | $13K |
| Archer Investment Corp | 0.00% | No change | 201 | $11K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 197 | $11K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 194 | $11K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +11.6% | 192 | $10K |
| Realta Investment Advisors | 0.00% | New | 188 | $10K |
| ESL Trust Services, LLC | 0.00% | New | 180 | $10K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +16.4% | 163 | $9K |
| NFSG Corp | 0.00% | Reduce -50.3% | 159 | $9K |
| Howe & Rusling Inc. | 0.00% | New | 159 | $9K |
| Salem Investment Counselors Inc. | 0.00% | No change | 157 | $9K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 150 | $8K |
| HM Payson & Co. | 0.00% | Reduce -0.8% | 130 | $7K |
| Fairman Group, LLC | 0.01% | No change | 126 | $7K |
| Castleview Partners, LLC | 0.00% | No change | 115 | $6K |
| NewSquare Capital LLC | 0.00% | New | 103 | $6K |
| GAMMA Investing LLC | 0.00% | Reduce -79.5% | 102 | $6K |
| Woodmont Investment Counsel LLC | 0.00% | New | 102 | $6K |
| Front Row Advisors LLC | 0.00% | Add +1062.5% | 93 | $5K |
| City State Bank | 0.00% | New | 99 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 104 | $5K |
| Crewe Advisors LLC | 0.00% | New | 90 | $5K |
| Disciplina Capital Management LLC | 0.00% | Reduce -96.7% | 90 | $5K |
| Caitlin John, LLC | 0.00% | No change | 87 | $5K |
| Princeton Global Asset Management LLC | 0.00% | New | 86 | $5K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 85 | $5K |
| Sittner & Nelson, LLC | 0.00% | No change | 84 | $5K |
| City Holding Co. | 0.00% | No change | 84 | $5K |
| PSI Advisors, LLC | 0.00% | No change | 83 | $5K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 77 | $4K |
| McClarren Financial Advisors, Inc. | 0.00% | No change | 57 | $4K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 72 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 70 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +1200.0% | 65 | $4K |
| First Pacific Financial | 0.00% | Reduce -65.4% | 63 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -23.3% | 56 | $3K |
| Clean Yield Group | 0.00% | New | 53 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 47 | $3K |
| Hoese & Co LLP | 0.00% | No change | 48 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 45 | $2K |
| Bray Capital Advisors | 0.00% | Reduce -15.1% | 45 | $2K |
| Burkett Financial Services, LLC | 0.00% | No change | 40 | $2K |
| JNBA Financial Advisors | 0.00% | New | 38 | $2K |
| Motco | 0.00% | No change | 29 | $2K |
| Heck Capital Advisors, LLC | 0.00% | No change | 27 | $1K |
| Global Trust Asset Management, LLC | 0.00% | No change | 25 | $1K |
| Resources Management Corp. /CT/ | 0.00% | No change | 20 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 11 | $1K |
| Private Capital Management LLC | 0.00% | New | 17 | $925 |
| Bangor Savings Bank | 0.00% | No change | 16 | $870 |
| Russell Investments Group, Ltd. | 0.00% | New | 16 | $870 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 4 | $218 |
| Alaska Wealth Advisors, LLC | 0.00% | New | 3 | $163 |
| Piscataqua Savings Bank | 0.00% | New | 2 | $108 |
"% of holder's portfolio" is EFV's weight in each manager's 13F, not the share of iShares MSCI Eafe Value ETF the manager owns.