iShares MSCI Eafe Value ETFEFVETF
13F holders, Q3 2024 (September 30)957holders +57
90new positions
40sold out
1famous investor
$57.52avg. 13F price*
At the end of Q3 2024, 957 institutions reported holding iShares MSCI Eafe Value ETF (EFV) in their 13F filings, up 57 from Q2 2024. 90 opened new positions and 40 sold out. The largest holders were Envestnet Asset Management Inc. ($3.1B), FMR LLC ($1.1B) and Jones Financial Companies LLLP ($847.2M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares MSCI Eafe Value ETF
- CUSIP
- 464288877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $101.6M |
| Exits | 40 | $98.5M |
All 13F filers, Q2 2024 → Q3 2024: 88,214,358 shares bought and 12,808,594 shares sold, net +75,405,764 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 957 holders
| Envestnet Asset Management Inc. | 1.00% | Add +114.6% | 53,995,134 | $3.1B |
| FMR LLC | 0.07% | Add +4.6% | 19,209,588 | $1.1B |
| Jones Financial Companies LLLP | 0.87% | Add +2.4% | 14,649,688 | $847.2M |
| JPMorgan Chase & Co. | 0.06% | Add +44.8% | 13,232,972 | $761.3M |
| LPL Financial LLC | 0.33% | Add +91.4% | 12,773,389 | $734.9M |
| US Bancorp \de | 0.91% | Add +4.7% | 12,321,761 | $708.9M |
| Envestnet Portfolio Solutions, Inc. | 1.84% | Add +82.1% | 9,855,811 | $567.0M |
| Morgan Stanley | 0.04% | Add +21.5% | 9,693,730 | $557.7M |
| Bank of America Corp. | 0.04% | Add +48.4% | 8,306,015 | $477.8M |
| Cwm, LLC | 1.53% | Add +103.4% | 6,177,993 | $355.4M |
| BlackRock, Inc. | 0.01% | — | 5,857,215 | $337.0M |
| Park Avenue Securities LLC | 3.69% | Add +101.1% | 5,710,211 | $328.5M |
| Auto-Owners Insurance Co | 5.58% | No change | 3,963,000 | $228.0M |
| Ameriprise Financial Inc. | 0.05% | Reduce -50.4% | 3,698,268 | $212.8M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -4.1% | 3,637,844 | $209.3M |
| MML Investors Services, LLC | 0.71% | Add +115.0% | 3,396,292 | $195.4M |
| Janney Montgomery Scott LLC | 0.47% | Add +135.5% | 2,937,385 | $169.0M |
| UBS Group AG | 0.04% | Add +5.7% | 2,782,200 | $160.1M |
| Cetera Investment Advisers | 0.35% | Add +90.6% | 2,761,085 | $158.8M |
| M&T Bank Corp | 0.49% | Reduce -3.4% | 2,603,448 | $149.8M |
| Alliancebernstein L.P. | 0.05% | Add +7.1% | 2,601,200 | $149.6M |
| OneDigital Investment Advisors LLC | 1.70% | Add +95.9% | 2,584,467 | $148.7M |
| Baird Financial Group, Inc. | 0.28% | Add +9.9% | 2,496,691 | $143.6M |
| RiverFront Investment Group, LLC | 3.19% | Add +124.6% | 2,355,110 | $135.5M |
| Wells Fargo & Company | 0.03% | Add +1.8% | 2,237,241 | $128.7M |
| Bank of New York Mellon Corp | 0.02% | Add +132.1% | 2,112,020 | $121.5M |
| Sanctuary Advisors, LLC | 0.72% | Add +50.0% | 2,089,524 | $112.8M |
| Modera Wealth Management, LLC | 1.43% | Add +1.7% | 1,954,667 | $112.5M |
| NewEdge Advisors, LLC | 0.65% | Add +131.2% | 1,755,135 | $101.0M |
| Commonwealth Equity Services, LLC | 0.14% | Add +20.7% | 1,611,083 | $92.7M |
| Composition Wealth, LLC | 2.12% | Add +3.3% | 1,594,229 | $91.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.57% | Reduce -0.4% | 1,584,275 | $91.1M |
| JB Capital LLC | 5.19% | Add +165.2% | 1,569,959 | $90.3M |
| Thrivent Financial for Lutherans | 0.16% | Add +76.3% | 1,464,630 | $84.3M |
| Alesco Advisors, LLC, An ESL Co | 2.52% | Add +0.5% | 1,415,169 | $81.4M |
| United Capital Financial Advisors, LLC | 0.67% | Add +148.0% | 1,410,975 | $81.2M |
| Foundations Investment Advisors, LLC | 1.68% | Add +137.5% | 1,388,678 | $79.9M |
| Royal Bank of Canada | 0.02% | Add +5.3% | 1,336,717 | $76.9M |
| Tiaa Trust, National Association | 0.21% | Add +2.8% | 1,242,766 | $71.5M |
| Pathstone Holdings, LLC | 0.31% | Add +0.1% | 1,210,678 | $69.6M |
| Stifel Financial Corp. | 0.07% | Add +105.8% | 1,184,700 | $68.2M |
| Aspiriant, LLC | 2.57% | Reduce -0.2% | 1,176,253 | $67.7M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -2.6% | 1,169,467 | $67.3M |
| Savant Capital, LLC | 0.53% | Reduce -0.6% | 1,112,664 | $64.0M |
| Raymond James & Associates | 0.04% | Add +26.3% | 1,088,105 | $62.6M |
| AE Wealth Management LLC | 0.53% | Add +23.6% | 1,007,445 | $58.0M |
| Focus Partners Wealth | 0.18% | Add +346.5% | 977,199 | $56.2M |
| EP Wealth Advisors, LLC | 0.48% | Reduce -12.5% | 970,433 | $55.8M |
| Beacon Pointe Advisors, LLC | 0.61% | Reduce -5.4% | 920,388 | $52.9M |
| Morningstar Investment Services LLC | 0.54% | Add +8.2% | 913,779 | $52.9M |
| Financial Synergies Wealth Advisors, Inc. | 6.06% | Add +1.3% | 848,519 | $48.8M |
| Truist Financial Corp. | 0.07% | Add +28.4% | 792,665 | $45.6M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +51.5% | 777,626 | $44.7M |
| Advocacy Wealth Management, LLC | 3.40% | Add +181.6% | 753,778 | $43.4M |
| Natixis Advisors, LLC | 0.08% | Reduce -16.5% | 734,309 | $42.2M |
| Austin Private Wealth, LLC | 4.15% | Add +173.9% | 733,115 | $42.2M |
| Osaic Holdings, Inc. | 0.09% | Add +14.8% | 729,987 | $42.0M |
| Atria Investments, Inc | 0.51% | Add +112.7% | 720,420 | $41.4M |
| Larson Financial Group LLC | 2.25% | Add +5.7% | 687,848 | $39.6M |
| Integrated Wealth Concepts LLC | 0.48% | Add +26.4% | 680,023 | $39.1M |
| HTLF Bank | 4.10% | Add +0.3% | 656,152 | $37.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.13% | Add +1.3% | 547,545 | $37.3M |
| Atria Wealth Solutions, Inc. | 0.40% | Add +128.6% | 646,926 | $37.2M |
| CFS Investment Advisory Services, LLC | 3.11% | Add +124.7% | 643,298 | $37.0M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -1.3% | 635,593 | $36.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -37.5% | 635,430 | $36.6M |
| Mariner, LLC | 0.06% | Add +16.3% | 612,920 | $35.3M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -1.0% | 599,646 | $34.5M |
| Robertson Stephens Wealth Management, LLC | 1.20% | Add +1036.1% | 565,943 | $32.6M |
| Icon Wealth Advisors, LLC | 2.70% | Add +119.4% | 563,458 | $32.4M |
| Octavia Wealth Advisors, LLC | 3.95% | Add +6.8% | 557,695 | $32.1M |
| CreativeOne Wealth, LLC | 1.07% | Add +225.1% | 548,238 | $31.5M |
| Prudential Financial Inc. | 0.04% | Add +70.6% | 544,304 | $31.3M |
| Covenant Partners, LLC | 8.51% | Reduce -7.0% | 508,374 | $29.2M |
| HighTower Advisors, LLC | 0.04% | Add +4.4% | 493,139 | $28.3M |
| McMorgan & Co. LLC | 4.21% | Reduce -5.3% | 475,427 | $27.4M |
| Brave Asset Management Inc. | 6.60% | Add +4.4% | 462,001 | $26.6M |
| Townsend & Associates, Inc | 2.67% | Reduce -0.2% | 471,457 | $26.0M |
| Flow Traders U.S. LLC | 1.29% | Add +100.0% | 443,326 | $25.5M |
| Kestra Advisory Services, LLC | 0.14% | Reduce -14.4% | 434,671 | $25.0M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -9.7% | 423,161 | $24.2M |
| Captrust Financial Advisors | 0.07% | Add +7.7% | 420,077 | $24.2M |
| Avantax Advisory Services, Inc. | 0.16% | Add +81.8% | 419,214 | $24.1M |
| Fifth Third Bancorp | 0.09% | Reduce -9.1% | 415,692 | $23.9M |
| Sharkey, Howes & Javer | 3.39% | Add +98.0% | 413,967 | $23.8M |
| Valence8 US LP | 10.01% | No change | 399,186 | $23.0M |
| SteelPeak Wealth, LLC | 1.01% | Add +169.7% | 394,827 | $22.7M |
| Waverly Advisors, LLC | 0.42% | Reduce -0.2% | 391,103 | $22.5M |
| Exencial Wealth Advisors, LLC | 0.80% | Reduce -2.6% | 387,921 | $22.3M |
| MA Private Wealth | 4.13% | Reduce -24.2% | 384,169 | $22.1M |
| Stone House Investment Management, LLC | 4.44% | Add +127.2% | 373,489 | $21.5M |
| High Falls Advisors, Inc | 4.91% | Add +118.6% | 373,048 | $21.5M |
| Horst & Graben Wealth Management LLC | 3.65% | Add +89.3% | 353,028 | $20.3M |
| Pettinga Financial Advisors LLC | 4.78% | Add +161.9% | 350,723 | $20.2M |
| West Wealth Group, LLC | 6.40% | Add +80.8% | 343,527 | $19.8M |
| Johnson Financial Group, Inc. | 0.89% | Reduce -61.9% | 338,725 | $19.5M |
| Strategic Blueprint, LLC | 1.20% | Add +54.2% | 335,758 | $19.3M |
| Farther Finance Advisors, LLC | 0.72% | Add +61.4% | 331,725 | $19.1M |
| Affinity Capital Advisors, LLC | 3.64% | Reduce -6.3% | 326,491 | $18.8M |
| Bokf, NA | 0.32% | Reduce -1.9% | 320,883 | $18.1M |
| Checchi Capital Advisers, LLC | 1.33% | Reduce -3.4% | 310,046 | $17.8M |
| Spectrum Wealth Counsel, LLC | 2.10% | Add +88.5% | 309,579 | $17.8M |
| Orion Porfolio Solutions, LLC | 0.18% | Add +101.8% | 307,805 | $17.7M |
| Orion Portfolio Solutions, LLC | 0.18% | Add +101.8% | 307,805 | $17.7M |
| Cardinal Strategic Wealth Guidance | 5.77% | Add +35.1% | 306,586 | $17.6M |
| Bruce G. Allen Investments, LLC | 13.69% | Add +0.1% | 306,413 | $17.6M |
| Invst, LLC | 2.11% | Add +77.8% | 302,758 | $17.4M |
| Shakespeare Wealth Management, LLC | 4.53% | New | 301,200 | $17.3M |
| Scarborough Advisors, LLC | 2.78% | New | 299,057 | $17.2M |
| Obsidian Cio, LLC | 3.53% | Add +5.3% | 292,638 | $16.8M |
| Greenleaf Trust | 0.15% | Reduce -0.4% | 289,572 | $16.7M |
| Wealth Alliance, LLC | 1.98% | Add +113.1% | 288,088 | $16.6M |
| One Wealth Advisors, LLC | 2.49% | Add +122.3% | 282,574 | $16.3M |
| Elgethun Capital Management | 3.80% | Add +2.4% | 281,368 | $16.2M |
| Physician Wealth Advisors, Inc. | 2.90% | Add +175.4% | 286,375 | $16.1M |
| Arete Wealth Advisors, LLC | 1.37% | Add +7.2% | 279,392 | $16.1M |
| Security Financial Services, INC. | 3.26% | Add +148.5% | 278,268 | $16.0M |
| Plancorp, LLC | 0.65% | Add +0.6% | 274,882 | $15.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +3.4% | 273,680 | $15.7M |
| FAS Wealth Partners, Inc. | 1.24% | Reduce -2.2% | 270,738 | $15.6M |
| Focus Partners Advisor Solutions, LLC | 0.33% | Reduce -3.8% | 268,826 | $15.5M |
| Keebeck Wealth Management | 2.20% | Add +22.3% | 264,233 | $15.2M |
| Keystone Financial Services | 5.89% | Add +140.8% | 264,181 | $15.2M |
| Wakefield Asset Management LLLP | 4.94% | Reduce -0.3% | 264,069 | $15.2M |
| Private Advisor Group, LLC | 0.09% | Add +42.0% | 260,448 | $15.0M |
| HighMark Wealth Management LLC | 8.07% | Reduce -2.9% | 256,382 | $14.7M |
| Kelly Financial Services LLC | 5.30% | Add +99.1% | 251,174 | $14.5M |
| Accredited Investors Inc. | 0.82% | Reduce -3.0% | 250,638 | $14.4M |
| Corient Private Wealth LP | 0.02% | Reduce -5.5% | 247,887 | $14.3M |
| Keeler Thomas Management LLC | 4.48% | Add +2.3% | 246,473 | $14.2M |
| Cary Street Partners Investment Advisory LLC | 0.52% | Add +8.8% | 264,797 | $14.2M |
| SCS Capital Management LLC | 0.28% | Reduce -12.8% | 243,653 | $14.0M |
| B. Riley Wealth Advisors, Inc. | 0.38% | Add +84.0% | 243,300 | $13.8M |
| Summit Trail Advisors, LLC | 0.34% | No change | 238,243 | $13.7M |
| Perigon Wealth Management, LLC | 0.36% | Add +109.2% | 233,817 | $13.5M |
| Kestra Private Wealth Services, LLC | 0.24% | Add +30.8% | 231,289 | $13.3M |
| Stonebrook Private Inc. | 3.52% | Add +2.1% | 231,361 | $13.3M |
| IHT Wealth Management, LLC | 0.37% | Add +649.8% | 228,215 | $13.1M |
| Northwest Capital Management Inc | 4.71% | Add +26.8% | 227,276 | $13.1M |
| Long Run Wealth Advisors, LLC | 3.04% | Add +1.6% | 224,749 | $12.9M |
| Mma Asset Management LLC | 3.44% | Add +105.0% | 235,483 | $12.9M |
| Ewa, LLC | 4.51% | Add +64.3% | 234,873 | $12.6M |
| Lineweaver Wealth Advisors, LLC | 2.39% | Add +3.5% | 218,380 | $12.6M |
| Financial Life Advisors | 4.73% | Add +2.9% | 217,841 | $12.5M |
| PAX Financial Group, LLC | 2.22% | Add +163.8% | 215,553 | $12.4M |
| ONE Advisory Partners, LLC | 5.41% | Add +174.4% | 214,095 | $12.3M |
| Maia Wealth LLC | 3.03% | Add +49.1% | 221,427 | $12.3M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +78.1% | 212,922 | $12.2M |
| Symmetry Partners, LLC | 2.88% | Reduce -80.8% | 211,353 | $12.2M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -60.9% | 206,311 | $11.9M |
| Townsquare Capital LLC | 0.14% | Add +32.7% | 205,938 | $11.8M |
| TSA Wealth Managment LLC | 4.64% | Add +93.0% | 200,185 | $11.5M |
| Connable Office Inc. | 1.14% | Add +0.6% | 196,728 | $11.3M |
| Brookstone Capital Management | 0.17% | Add +157.2% | 195,145 | $11.2M |
| Apella Capital, LLC | 0.45% | Reduce -3.9% | 191,929 | $10.9M |
| Concourse Financial Group Securities, Inc. | 0.65% | Add +125.8% | 189,989 | $10.9M |
| Quent Capital, LLC | 1.08% | Reduce -0.8% | 185,479 | $10.7M |
| Kestra Investment Management, LLC | 0.46% | Reduce -65.5% | 185,401 | $10.7M |
| Watershed Private Wealth LLC | 4.22% | Add +142.2% | 184,024 | $10.6M |
| First Horizon Advisors, Inc. | 0.29% | Add +103.0% | 182,434 | $10.5M |
| Prosperity Consulting Group, LLC | 0.82% | Add +7.6% | 181,841 | $10.5M |
| Associated Banc-Corp | 0.31% | Add +0.4% | 181,396 | $10.4M |
| Choreo, LLC | 0.15% | Reduce -1.1% | 182,222 | $10.4M |
| Johnson Investment Counsel Inc. | 0.10% | Add +7.4% | 178,943 | $10.3M |
| Trek Financial, LLC | 0.77% | Add +160.4% | 178,149 | $10.2M |
| Cypress Wealth Services, LLC | 2.09% | Add +45.9% | 176,021 | $10.1M |
| Comerica Bank | 0.04% | Add +4.8% | 173,279 | $10.0M |
| Creative Planning | 0.01% | Reduce -2.3% | 171,119 | $9.8M |
| Voya Investment Management LLC | 0.01% | Reduce -5.7% | 169,919 | $9.8M |
| Verdence Capital Advisors LLC | 0.78% | Add +9.8% | 169,289 | $9.7M |
| Bank of Montreal | 0.00% | Reduce -58.6% | 168,064 | $9.7M |
| Regal Investment Advisors LLC | 0.68% | Add +201.0% | 167,564 | $9.6M |
| Snowden Capital Advisors LLC | 0.29% | Add +116.1% | 166,341 | $9.6M |
| BOK Financial Private Wealth, Inc. | 0.69% | Reduce -1.6% | 165,535 | $9.5M |
| Moneta Group Investment Advisors LLC | 0.14% | Reduce -10.9% | 163,953 | $9.4M |
| Meridian Wealth Partners, LLC | 1.47% | New | 163,818 | $9.4M |
| RTD Financial Advisors, Inc. | 1.19% | Add +0.9% | 163,447 | $9.4M |
| Cary Street Partners Asset Management LLC | 1.24% | Add +24.8% | 162,915 | $9.4M |
| McLean Asset Management Corp | 2.78% | Add +0.3% | 162,280 | $9.2M |
| Alternative Investment Advisors, LLC. | 4.78% | Reduce -5.3% | 158,167 | $9.1M |
| BIP Wealth, LLC | 0.62% | Add +16.8% | 157,919 | $9.1M |
| Merit Financial Group, LLC | 0.20% | Add +8.3% | 155,373 | $8.9M |
| WealthShield Partners, LLC | 1.21% | Add +137.7% | 155,187 | $8.9M |
| Marks Group Wealth Management, Inc | 0.85% | Add +149.9% | 154,893 | $8.9M |
| Simplicity Wealth,LLC | 0.82% | Add +18.3% | 153,945 | $8.9M |
| Sterling Capital Management LLC | 0.11% | — | 153,847 | $8.9M |
| ORG Partners LLC | 1.40% | Add +0.6% | 151,323 | $8.7M |
| Van Hulzen Asset Management, LLC | 0.61% | Add +5.2% | 146,668 | $8.4M |
| Swmg, LLC | 3.48% | Add +157.6% | 157,642 | $8.4M |
| Certus Wealth Management, LLC | 5.87% | Add +70.7% | 146,598 | $8.4M |
| N.E.W. Advisory Services LLC | 0.82% | Add +0.2% | 144,042 | $8.3M |
| RFG Advisory, LLC | 0.25% | Add +41.1% | 141,168 | $8.1M |
| Apeiron RIA LLC | 2.32% | Add +44.3% | 140,965 | $8.1M |
| Northern Trust Corp. | 0.00% | Reduce -2.9% | 138,122 | $7.9M |
| Wealthcare Advisory Partners LLC | 0.22% | Add +7.8% | 137,025 | $7.9M |
| Pinnacle Wealth Planning Services, Inc. | 1.07% | Add +1.6% | 136,898 | $7.9M |
| Grayhawk Investment Strategies Inc. | 12.27% | New | 136,450 | $7.8M |
| WCG Wealth Advisors LLC | 0.53% | Add +141.3% | 136,066 | $7.8M |
| TNF LLC | 2.80% | Reduce -2.5% | 140,022 | $7.8M |
| Koss-Olinger Consulting, LLC | 0.66% | Reduce -1.8% | 132,459 | $7.6M |
| Bay Harbor Wealth Management, LLC | 2.48% | Add +142.0% | 132,092 | $7.6M |
| 1ST Source Bank | 0.43% | Reduce -4.4% | 131,698 | $7.6M |
| Cobblestone Asset Management LLC | 4.55% | Add +156.6% | 131,504 | $7.6M |
| Citigroup Inc. | 0.01% | Reduce -1.6% | 130,987 | $7.5M |
| Efficient Advisors, LLC | 0.47% | Reduce -6.2% | 130,800 | $7.5M |
| Focus Financial Network, Inc. | 0.31% | Add +70.0% | 130,595 | $7.5M |
| ShoreHaven Wealth Partners, LLC | 3.54% | Add +55.6% | 127,725 | $7.3M |
| Staley Capital Advisers Inc. | 0.32% | Reduce -0.9% | 125,218 | $7.2M |
| CSM Advisors, LLC | 0.46% | Add +3.0% | 121,947 | $7.0M |
| &partners | 0.13% | Add +567.2% | 116,354 | $6.8M |
| Eq LLC | 3.40% | Add +16.9% | 118,135 | $6.8M |
| Blair William & Co. | 0.02% | Reduce -2.5% | 118,107 | $6.8M |
| Kathmere Capital Management, LLC | 0.63% | Reduce -0.3% | 117,301 | $6.7M |
| NorthRock Partners, LLC | 0.22% | Reduce -21.6% | 117,015 | $6.7M |
| Integrated Capital Management, Inc. | 5.18% | Reduce -2.9% | 116,589 | $6.7M |
| Howard Bailey Securities, LLC | 2.48% | — | 113,748 | $6.5M |
| SigFig Wealth Management, LLC | 0.24% | Add +127.0% | 112,994 | $6.5M |
| Blue Trust, Inc. | 0.08% | Reduce -41.5% | 122,026 | $6.5M |
| Peninsula Wealth, LLC | 1.13% | Reduce -14.5% | 114,582 | $6.5M |
| PrairieView Partners, LLC | 0.67% | Reduce -5.2% | 111,739 | $6.4M |
| True Vision MN LLC | 3.80% | Add +134.5% | 110,431 | $6.4M |
| Atlas Capital Advisors Inc. | 0.97% | Reduce -7.3% | 110,411 | $6.4M |
| Spire Wealth Management | 0.21% | Add +4.7% | 110,004 | $6.3M |
| Mayflower Financial Advisors, LLC | 0.95% | Add +148.4% | 109,592 | $6.3M |
| North Star Investment Management Corp. | 0.43% | Add +1.1% | 108,540 | $6.2M |
| Callan Family Office, LLC | 1.03% | Reduce -2.0% | 106,913 | $6.2M |
| Assetmark, Inc. | 0.02% | Add +166.4% | 105,488 | $6.1M |
| First American Trust, FSB | 0.60% | Reduce -13.7% | 105,248 | $6.1M |
| Principal Securities, Inc. | 0.14% | Add +40.1% | 104,174 | $6.0M |
| Napatree Capital LLC | 4.10% | Reduce -3.1% | 102,294 | $5.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.24% | Add +2.3% | 101,187 | $5.8M |
| Glenmede Trust Co. NA | 0.03% | Reduce -7.2% | 101,121 | $5.8M |
| Client 1ST Advisory Group, LLC | 2.31% | Add +5.2% | 101,097 | $5.8M |
| Capital Analysts, LLC | 0.24% | Add +283.2% | 101,018 | $5.8M |
| Seneca Financial Advisors LLC | 2.79% | Add +6.2% | 99,740 | $5.7M |
| Spectrum Planning & Advisory Services Inc. | 5.51% | Add +119.1% | 99,567 | $5.7M |
| Global Retirement Partners, LLC | 0.17% | Add +1.6% | 99,168 | $5.7M |
| Waller Financial Planning Group, Inc. | 1.41% | Add +3.6% | 98,657 | $5.7M |
| Ashton Thomas Securities, LLC | 1.10% | Add +140.9% | 97,985 | $5.6M |
| Allworth Financial LP | 0.03% | Reduce -10.3% | 96,554 | $5.6M |
| Courier Capital LLC | 0.38% | Add +26.3% | 95,970 | $5.5M |
| Stratos Wealth Advisors, LLC | 0.25% | Add +144.9% | 95,793 | $5.5M |
| Moneco Advisors, LLC | 0.67% | Add +1.9% | 94,153 | $5.4M |
| Shared Vision Wealth Group LLC | 2.87% | Add +73.1% | 93,441 | $5.4M |
| Avantax Planning Partners, Inc. | 0.19% | Reduce -54.5% | 92,896 | $5.3M |
| Dorsey & Whitney Trust CO LLC | 0.28% | Add +1.7% | 92,292 | $5.3M |
| Liberty Wealth Management LLC | 0.90% | Reduce -34.6% | 92,237 | $5.3M |
| Firethorn Wealth Partners, LLC | 2.67% | Add +83.4% | 91,400 | $5.3M |
| Prospera Financial Services Inc | 0.13% | Add +133.7% | 91,302 | $5.3M |
| Legacy Financial Group LLC | 1.00% | Add +19.2% | 90,168 | $5.2M |
| Scissortail Wealth Management, LLC | 1.25% | Reduce -99.2% | 423 | $5.2M |
| Northwest Wealth Management, LLC | 1.20% | Reduce -4.0% | 89,478 | $5.1M |
| Gen-Wealth Partners Inc | 2.25% | Add +103.6% | 93,132 | $5.1M |
| Rwa Wealth Partners, LLC | 0.06% | New | 88,021 | $5.1M |
| Robinswood Financial LLC | 1.87% | Reduce -2.4% | 87,582 | $5.0M |
| Riverwater Partners LLC | 2.50% | No change | 88,285 | $5.0M |
| Merriman Wealth Management, LLC | 0.20% | Reduce -3.1% | 87,065 | $5.0M |
| Kickstand Ventures, Llc. | 1.27% | Add +40.4% | 86,597 | $5.0M |
| Elevation Point Wealth Partners, LLC | 0.48% | Add +113.0% | 86,554 | $5.0M |
| Eaton Financial Holdings Company, LLC | 2.01% | — | 86,039 | $4.9M |
| Mosley Wealth Management | 3.38% | Add +68.5% | 88,395 | $4.9M |
| Stage Harbor Financial, LLC | 4.49% | Reduce -2.6% | 87,118 | $4.9M |
| Wealth Architects, LLC | 0.56% | Reduce -0.1% | 85,250 | $4.9M |
| Tradition Wealth Management, LLC | 0.44% | Add +126.4% | 84,974 | $4.9M |
| Advus Financial Partners, LLC | 1.38% | Reduce -5.2% | 83,956 | $4.8M |
| Maryland Capital Advisors Inc. | 2.33% | Reduce -0.8% | 83,281 | $4.8M |
| Cerity Partners LLC | 0.01% | Add +5.5% | 83,174 | $4.8M |
| Cahill Financial Advisors Inc. | 0.65% | Reduce -49.7% | 82,654 | $4.8M |
| Elevate Wealth Advisory, Inc. | 3.53% | Reduce -0.4% | 82,628 | $4.8M |
| Advisory Services Network, LLC | 0.10% | No change | 88,948 | $4.7M |
| Rockland Trust Co. | 0.23% | Reduce -0.4% | 81,954 | $4.7M |
| 180 Wealth Advisors, LLC | 0.74% | Add +0.8% | 81,618 | $4.7M |
| Fiduciary Trust Co | 0.06% | Add +502.9% | 80,618 | $4.6M |
| Montecito Bank & Trust | 0.78% | Add +1.1% | 79,701 | $4.6M |
| Alpha Financial Partners LLC | 3.27% | New | 79,644 | $4.6M |
| Ehrlich Financial Group | 3.27% | Add +85.7% | 79,644 | $4.6M |
| Ancora Advisors LLC | 0.10% | Add +13.3% | 78,793 | $4.5M |
| Qube Research & Technologies Ltd | 0.01% | New | 77,892 | $4.5M |
| CoreCap Advisors, LLC | 0.21% | New | 77,133 | $4.4M |
| Beirne Wealth Consulting Services, LLC | 1.56% | Add +3.5% | 77,038 | $4.4M |
| Corepath Wealth Partners LLC | 4.25% | Add +0.8% | 77,264 | $4.4M |
| Shum Financial Group, Inc. | 3.64% | — | 78,107 | $4.4M |
| Collective Family Office LLC | 1.19% | Reduce -0.3% | 75,840 | $4.4M |
| AdvisorNet Financial, Inc | 0.33% | Add +122.0% | 75,776 | $4.4M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +27.0% | 75,246 | $4.3M |
| Zhang Financial LLC | 0.27% | Reduce -5.9% | 75,178 | $4.3M |
| Clifford Group, LLC | 3.33% | Add +11.7% | 74,532 | $4.3M |
| Beacon Bridge Wealth Partners, LLC | 1.84% | Add +84.0% | 74,418 | $4.3M |
| Strategic Equity Management | 2.01% | Add +56.7% | 73,838 | $4.2M |
| Parkside Financial Bank & Trust | 0.58% | Add +1.9% | 72,327 | $4.2M |
| Independent Financial Group, LLC | 0.15% | Add +11.8% | 72,294 | $4.2M |
| Verus Capital Partners, LLC | 0.41% | Add +124.1% | 72,102 | $4.1M |
| Equitable Holdings, Inc. | 0.04% | Reduce -2.4% | 71,719 | $4.1M |
| Summit X, LLC | 0.99% | Reduce -5.6% | 77,019 | $4.1M |
| Quadrant Private Wealth Management, LLC | 0.99% | Add +113.3% | 69,287 | $4.0M |
| Lantz Financial LLC | 1.07% | Add +80.8% | 68,822 | $4.0M |
| Forthright Family Wealth Advisory LLC | 2.50% | Reduce -49.4% | 70,768 | $3.9M |
| Geneos Wealth Management Inc. | 0.15% | Add +5.2% | 67,726 | $3.9M |
| Interactive Financial Advisors, Inc. | 1.96% | Add +0.2% | 66,098 | $3.8M |
| Mutual Advisors, LLC | 0.11% | Add +6.1% | 68,476 | $3.8M |
| PFG Advisors | 0.24% | Add +23.5% | 65,961 | $3.8M |
| Market Street Wealth Management Advisors LLC | 0.62% | Reduce -1.3% | 65,958 | $3.8M |
| Mill Creek Capital Advisors, LLC | 0.09% | No change | 65,898 | $3.8M |
| Pitcairn Co. | 0.22% | No change | 65,887 | $3.8M |
| Vance Wealth, LLC | 1.42% | Reduce -7.1% | 65,255 | $3.8M |
| Brown Advisory Inc. | 0.00% | Reduce -2.6% | 65,009 | $3.7M |
| Pacific Life Fund Advisors LLC | 0.37% | New | 64,608 | $3.7M |
| Claro Advisors Inc. | 0.48% | Add +75.3% | 64,369 | $3.7M |
| Cranbrook Wealth Management, LLC | 0.84% | Add +11.7% | 64,233 | $3.7M |
| My Legacy Advisors, LLC | 1.45% | Add +30.4% | 63,811 | $3.7M |
| Foundation Wealth Management, LLC | 2.78% | Reduce -4.4% | 63,712 | $3.7M |
| Twin Peaks Wealth Advisors, LLC | 1.69% | Add +176.9% | 63,706 | $3.7M |
| Noble Family Wealth, LLC | 0.98% | Add +0.1% | 63,157 | $3.6M |
| Signal Advisors Wealth, LLC | 0.52% | New | 63,130 | $3.6M |
| Hoxton Planning & Management, LLC | 1.40% | Add +172.6% | 62,927 | $3.6M |
| Harbour Investments, Inc. | 0.11% | Add +74.4% | 62,334 | $3.6M |
| Disciplined Investments, LLC | 1.75% | Add +0.9% | 61,587 | $3.5M |
| Avidian Wealth Enterprises, LLC | 0.16% | Add +117.2% | 61,480 | $3.5M |
| Csenge Advisory Group | 0.18% | Add +120.7% | 62,379 | $3.5M |
| Braun-Bostich & Associates Inc. | 2.46% | Add +65.4% | 61,310 | $3.5M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +150.0% | 60,504 | $3.5M |
| SOL Capital Management CO | 0.38% | Add +4.5% | 58,767 | $3.4M |
| RCS Financial Planning, LLC | 1.84% | Add +54.0% | 57,739 | $3.3M |
| Harbor Group, Inc. | 0.76% | Reduce -0.1% | 57,401 | $3.3M |
| W Advisors, LLC | 2.03% | Add +37.8% | 57,368 | $3.3M |
| Triad Wealth Partners, LLC | 1.74% | Add +16046.9% | 56,837 | $3.3M |
| Lansing Street Advisors | 1.20% | Add +5.1% | 56,662 | $3.3M |
| Ade, LLC | 1.99% | No change | 56,377 | $3.2M |
| Maripau Wealth Management LLC | 2.79% | Add +79.0% | 56,057 | $3.2M |
| Telos Capital Management, Inc. | 0.34% | Reduce -1.7% | 56,009 | $3.2M |
| Centurion Wealth Management LLC | 1.02% | — | 55,430 | $3.2M |
| Gateway Wealth Partners, LLC | 0.85% | Add +186.9% | 53,661 | $3.1M |
| World Equity Group, Inc. | 1.11% | Add +14.4% | 53,414 | $3.1M |
| Dohj, LLC | 0.72% | Add +2.2% | 53,793 | $3.1M |
| Apollon Wealth Management, LLC | 0.09% | Add +73.9% | 52,840 | $3.0M |
| Dynamic Wealth Strategies, LLC | 2.47% | Add +1.9% | 52,722 | $3.0M |
| Theory Financial LLC | 1.32% | Add +150.7% | 54,663 | $3.0M |
| NewEdge Wealth, LLC | 0.05% | Add +1273.1% | 52,135 | $3.0M |
| Moneywise, Inc. | 1.47% | Add +92.0% | 52,072 | $3.0M |
| BlackDiamond Wealth Management, LLC | 1.81% | Add +62.2% | 55,648 | $3.0M |
| IFG Advisory, LLC | 0.19% | Add +46.4% | 51,741 | $3.0M |
| Cibc World Market Inc. | 0.01% | Add +0.8% | 51,444 | $3.0M |
| AMG National Trust Bank | 0.08% | Reduce -14.7% | 50,573 | $2.9M |
| Key Financial Inc | 0.64% | No change | 50,029 | $2.9M |
| Diversify Advisory Services, LLC | 0.15% | Add +7.8% | 51,487 | $2.9M |
| Advisory Alpha, LLC | 0.10% | Reduce -14.6% | 48,768 | $2.8M |
| Narus Financial Partners, LLC | 1.00% | Add +2.2% | 48,261 | $2.8M |
| SkyView Investment Advisors, LLC | 0.46% | Reduce -1.8% | 47,683 | $2.7M |
| Summit Financial Strategies, Inc. | 0.31% | Reduce -6.6% | 47,146 | $2.7M |
| Intrua Financial, LLC | 0.43% | Add +12.1% | 46,294 | $2.7M |
| Ifrah Financial Services, Inc. | 0.71% | Add +0.8% | 45,882 | $2.6M |
| Transcend Capital Advisors, LLC | 0.17% | Add +85.4% | 45,268 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -3.9% | 44,707 | $2.6M |
| Stock Yards Bank & Trust Co. | 0.08% | Reduce -13.1% | 44,613 | $2.6M |
| Whittier Trust Co. | 0.03% | Reduce -10.8% | 44,510 | $2.6M |
| Cyndeo Wealth Partners, LLC | 0.18% | Add +65.2% | 44,206 | $2.5M |
| Bush Investment Group, LLC | 2.02% | Add +153.7% | 43,813 | $2.5M |
| Vertex Planning Partners, LLC | 0.60% | Add +167.2% | 43,491 | $2.5M |
| Maxwell Wealth Strategies Inc. | 1.05% | Add +88.9% | 44,134 | $2.5M |
| Sax Wealth Advisors, LLC | 0.22% | Reduce -0.8% | 42,591 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -65.0% | 42,550 | $2.4M |
| Shufro Rose & Co. LLC | 0.20% | No change | 46,133 | $2.4M |
| Raymond James Trust N.A. | 0.05% | Reduce -0.6% | 42,456 | $2.4M |
| Redwood Investment Management, LLC | 0.21% | Add +115.4% | 41,517 | $2.4M |
| Quantum Portfolio Management LLC | 1.29% | Add +76.5% | 41,385 | $2.4M |
| American Financial & Tax Strategies Inc. | 1.20% | Reduce -1.0% | 41,253 | $2.4M |
| Commerce Bank | 0.01% | Reduce -2.6% | 40,748 | $2.3M |
| Flagship Harbor Advisors, LLC | 0.13% | Add +124.1% | 40,560 | $2.3M |
| EverSource Wealth Advisors, LLC | 0.15% | Reduce -4.5% | 40,061 | $2.3M |
| Sterling Wealth Management, Inc. | 0.86% | Reduce -0.2% | 40,046 | $2.3M |
| IFP Advisors, Inc | 0.08% | Add +78.4% | 39,834 | $2.3M |
| Copperleaf Capital, LLC | 1.75% | Reduce -3.0% | 39,748 | $2.3M |
| Clayton Financial Group LLC | 0.85% | Add +56.3% | 39,467 | $2.3M |
| Pinnacle Financial Partners Inc | 0.05% | Add +2.2% | 39,058 | $2.2M |
| Ironwood Investment Counsel, LLC | 0.37% | Reduce -0.4% | 38,965 | $2.2M |
| Interchange Capital Partners, LLC | 0.79% | Add +168.8% | 38,672 | $2.2M |
| Warner Financial, Inc. | 0.98% | Add +0.6% | 38,591 | $2.2M |
| Wealthgarden F.S. LLC | 2.14% | Add +169.9% | 38,317 | $2.2M |
| Sagace Wealth Management LLC | 1.70% | Add +24.7% | 38,852 | $2.2M |
| First Foundation Advisors | 0.08% | Add +6.6% | 38,022 | $2.2M |
| OMNI 360 Wealth, Inc. | 1.49% | Add +1.9% | 37,674 | $2.2M |
| United Asset Strategies, Inc. | 0.20% | Reduce -45.2% | 37,636 | $2.2M |
| GeoWealth Management, LLC | 0.07% | Add +63.4% | 36,927 | $2.1M |
| WealthPLAN Partners, LLC | 0.28% | Add +134.8% | 36,342 | $2.1M |
| Keb Asset Management, LLC | 0.62% | No change | 36,007 | $2.1M |
| VPR Management LLC | 0.72% | No change | 35,700 | $2.1M |
| Fullcircle Wealth LLC | 0.92% | Add +151.9% | 36,808 | $2.0M |
| Commonwealth Retirement Investments LLC | 0.86% | Add +113.3% | 35,530 | $2.0M |
| Maiden Cove Capital, LLC | 3.17% | Reduce -2.5% | 35,351 | $2.0M |
| Sutton Place Investors LLC | 1.24% | Add +92.5% | 35,225 | $2.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.27% | Add +74.5% | 35,134 | $2.0M |
| Sovereign Financial Group, Inc. | 0.47% | Add +121.4% | 34,807 | $2.0M |
| Benjamin Edwards Inc. | 0.03% | New | 34,762 | $2.0M |
| Sowell Financial Services LLC | 0.09% | Reduce -0.7% | 34,714 | $2.0M |
| Lanark Financial, Inc. | 0.17% | Add +5.0% | 34,283 | $2.0M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -18.1% | 44,023 | $2.0M |
| Navellier & Associates Inc. | 0.26% | No change | 33,333 | $1.9M |
| Weil Company, Inc. | 0.62% | Reduce -1.6% | 32,910 | $1.9M |
| Maryland State Retirement & Pension System | 0.04% | Add +39.9% | 32,587 | $1.9M |
| CENTRAL TRUST Co | 0.04% | Reduce -2.5% | 32,356 | $1.9M |
| Ascent Group, LLC | 0.14% | Reduce -17.1% | 32,061 | $1.8M |
| Stegner Investment Associates Inc. | 1.25% | Reduce -1.9% | 32,046 | $1.8M |
| BCU Wealth Advisors, LLC | 1.10% | Add +172.5% | 31,958 | $1.8M |
| Merkkuri Wealth Advisors LLC | 1.45% | Add +39.2% | 31,831 | $1.8M |
| TRUE Private Wealth Advisors | 0.22% | Add +114.4% | 31,664 | $1.8M |
| Mason Investment Advisory Services, Inc. | 0.11% | Add +0.5% | 31,403 | $1.8M |
| TD Private Client Wealth LLC | 0.05% | Add +5.2% | 31,095 | $1.8M |
| Seldon Capital LP | 1.01% | No change | 31,000 | $1.8M |
| Kingsview Wealth Management, LLC | 0.04% | Add +19.1% | 30,899 | $1.8M |
| Journey Strategic Wealth LLC | 0.07% | Add +15.6% | 30,887 | $1.8M |
| Clear Creek Financial Management, LLC | 0.20% | Add +103.0% | 30,711 | $1.8M |
| World Investment Advisors | 0.06% | Reduce -27.1% | 30,680 | $1.8M |
| Sage Financial Group Inc. | 0.14% | Add +27.2% | 30,546 | $1.8M |
| Dentgroup LLC | 1.31% | Add +276.2% | 30,421 | $1.8M |
| Neumann Capital Management, LLC | 0.57% | No change | 29,785 | $1.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -70.4% | 29,643 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | Add +22.8% | 29,784 | $1.7M |
| Unique Wealth, LLC | 0.39% | New | 29,437 | $1.7M |
| Concorde Asset Management, LLC | 0.94% | Add +14.6% | 28,832 | $1.7M |
| Windward Private Wealth Management Inc. | 0.63% | Reduce -0.1% | 28,779 | $1.7M |
| Nwam LLC | 0.10% | New | 28,738 | $1.7M |
| Modern Wealth Management, LLC | 0.10% | Add +35.8% | 28,605 | $1.6M |
| Wedbush Securities Inc. | 0.06% | Add +25.0% | 28,337 | $1.6M |
| FFG Retirement Advisors LLC | 1.06% | Reduce -40.5% | 28,169 | $1.6M |
| UNIVEST FINANCIAL Corp | 0.11% | New | 27,940 | $1.6M |
| HSBC Holdings PLC | 0.00% | Reduce -48.4% | 27,506 | $1.6M |
| Revolve Wealth Partners, LLC | 0.24% | Reduce -1.1% | 27,398 | $1.6M |
| Wealthspire Advisors, LLC | 0.02% | Add +14.3% | 27,093 | $1.6M |
| Raleigh Capital Management Inc. | 0.60% | Add +166.4% | 26,997 | $1.6M |
| First Heartland Consultants, Inc. | 0.16% | Add +180.7% | 26,519 | $1.5M |
| American State Bank (Iowa) | 0.92% | No change | 26,427 | $1.5M |
| Fortress Wealth Management, Inc. | 0.75% | Reduce -1.9% | 26,154 | $1.5M |
| Nicholas Hoffman & Company, LLC. | 0.06% | No change | 26,143 | $1.5M |
| LVW Advisors, LLC | 0.19% | Reduce -12.3% | 26,100 | $1.5M |
| Regimen Wealth, LLC | 0.47% | Reduce -0.5% | 25,479 | $1.5M |
| Falcon Wealth Planning | 0.17% | Reduce -7.0% | 25,186 | $1.4M |
| Keybank National Association | 0.01% | Reduce -4.3% | 25,090 | $1.4M |
| Rockingstone Advisors LLC | 0.70% | Reduce -1.9% | 24,925 | $1.4M |
| G&S Capital LLC | 0.60% | Reduce -2.0% | 24,847 | $1.4M |
| SouthState Bank Corp | 0.10% | Add +1.7% | 24,706 | $1.4M |
| Mgo One Seven LLC | 0.06% | Add +45.9% | 24,622 | $1.4M |
| Hutchens & Kramer Investment Management Group, LLC | 0.77% | Add +226.8% | 24,441 | $1.4M |
| Keel Point, LLC | 0.12% | Reduce -0.0% | 24,255 | $1.4M |
| Source Financial Advisors LLC | 0.41% | Add +37.9% | 23,982 | $1.4M |
| Beam Wealth Advisors, Inc. | 0.42% | Add +19.6% | 23,931 | $1.4M |
| Breakwater Capital Group | 0.28% | Add +3.6% | 23,880 | $1.4M |
| LifePlan Investment Advisors, Inc. | 0.88% | Add +56.7% | 23,855 | $1.4M |
| Catalina Capital Group, LLC | 0.47% | Add +60.2% | 23,843 | $1.4M |
| Creative Financial Designs Inc. | 0.12% | Add +2.0% | 23,782 | $1.4M |
| Quadcap Wealth Management, LLC | 0.21% | Reduce -4.5% | 23,661 | $1.4M |
| FWG Investments, LLC. | 1.17% | Add +4.5% | 23,499 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.1% | 23,456 | $1.3M |
| Tempus Wealth Planning, LLC | 0.49% | Add +12.3% | 23,289 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +1.2% | 23,254 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Add +111.7% | 23,246 | $1.3M |
| Mainstream Capital Management LLC | 1.13% | — | 23,167 | $1.3M |
| Two Sigma Securities, LLC | 0.10% | Reduce -57.3% | 22,866 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +3.0% | 22,756 | $1.3M |
| Aspire Wealth Management Corp | 0.70% | Add +132.0% | 22,669 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -14.9% | 22,544 | $1.3M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -52.0% | 22,527 | $1.3M |
| Causeway Capital Management LLC | 0.03% | New | 22,400 | $1.3M |
| WR Wealth Planners, LLC | 0.35% | Reduce -33.3% | 22,082 | $1.3M |
| Patten Group, Inc. | 0.28% | Add +0.7% | 21,879 | $1.3M |
| Campion Asset Management | 0.92% | Reduce -10.2% | 21,855 | $1.3M |
| Aspire Private Capital, LLC | 0.30% | Add +111.9% | 21,829 | $1.3M |
| Atlantic Edge Private Wealth Management, LLC | 0.38% | Reduce -8.5% | 21,812 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +16.4% | 21,794 | $1.3M |
| Westside Investment Management, Inc. | 0.26% | Add +4.5% | 21,017 | $1.2M |
| Mather Group, Llc. | 0.02% | Add +82.7% | 20,694 | $1.2M |
| Addison Capital Co | 0.48% | Add +12.5% | 20,606 | $1.2M |
| Cooper Financial Group | 0.15% | Reduce -1.6% | 20,400 | $1.2M |
| Arcadia Wealth Management, LLC | 0.62% | Add +7.4% | 20,371 | $1.2M |
| Aveo Capital Partners, LLC | 0.12% | Add +11.6% | 20,168 | $1.2M |
| Beacon Financial Advisory LLC | 0.39% | Add +63.9% | 20,139 | $1.2M |
| Droms Strauss Advisors Inc. /Mo/ | 0.41% | Reduce -0.8% | 20,114 | $1.2M |
| VestGen Investment Management | 0.32% | Add +191.4% | 19,803 | $1.1M |
| Independence Bank of Kentucky | 0.24% | Reduce -15.0% | 19,716 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +65.3% | 19,286 | $1.1M |
| Tobias Financial Advisors, Inc. | 0.22% | Reduce -3.6% | 19,039 | $1.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.24% | Add +1.3% | 18,969 | $1.1M |
| Private Trust Co. NA | 0.11% | Add +26.3% | 18,961 | $1.1M |
| Country Club Bank | 0.07% | No change | 18,715 | $1.1M |
| RHS Financial, LLC | 0.54% | Add +6.2% | 18,661 | $1.1M |
| Visionary Wealth Advisors | 0.06% | Reduce -10.3% | 18,310 | $1.1M |
| Coldstream Capital Management Inc. | 0.02% | Add +83.3% | 18,126 | $1.0M |
| Absolute Capital Management, LLC | 0.62% | Add +141.9% | 18,107 | $1.0M |
| Hill Investment Group Partners, LLC | 0.14% | Reduce -0.1% | 19,507 | $1.0M |
| Latitude Advisors, LLC | 0.58% | Add +6.3% | 17,966 | $1.0M |
| GC Wealth Management RIA, LLC | 0.18% | No change | 17,794 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +18.7% | 17,648 | $1.0M |
| Clearstead Advisors, LLC | 0.02% | Reduce -4.9% | 17,450 | $1.0M |
| AQR Capital Management | 0.00% | New | 17,376 | $1000K |
| Vermillion & White Wealth Management Group, LLC | 0.74% | Reduce -2.0% | 17,366 | $999K |
| Mycio Wealth Partners, LLC | 0.23% | No change | 17,331 | $997K |
| ARK & TLK Investments, LLC | 0.35% | No change | 17,273 | $994K |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -7.9% | 17,267 | $993K |
| Fonville Wealth Management LLC | 0.34% | Reduce -1.5% | 17,230 | $991K |
| Ascension Capital Advisors, Inc. | 0.45% | No change | 16,815 | $967K |
| Krilogy Financial LLC | 0.07% | Add +16.8% | 16,805 | $967K |
| Venturi Wealth Management, LLC | 0.05% | Reduce -3.4% | 16,418 | $945K |
| Lifeworks Advisors, LLC | 0.18% | Add +87.7% | 16,311 | $938K |
| Clearview Wealth Advisors LLC | 0.72% | Reduce -13.0% | 16,239 | $934K |
| Virtus Family Office LLC | 1.23% | Add +1.0% | 16,170 | $930K |
| Centaurus Financial, Inc. | 0.06% | Reduce -13.3% | 16,091 | $926K |
| Betterment LLC | 0.00% | Reduce -3.6% | 16,092 | $926K |
| Marcum Wealth, LLC | 0.08% | Reduce -0.7% | 15,816 | $910K |
| Aprio Wealth Management, LLC | 0.14% | Reduce -1.8% | 15,720 | $904K |
| Alterna Wealth Management, Inc. | 0.81% | Add +52.6% | 15,599 | $897K |
| GFS Advisors, LLC | 0.19% | Add +15286.0% | 15,386 | $885K |
| Arlington Capital Management, Inc. | 0.72% | Add +12.5% | 15,293 | $880K |
| Innova Wealth Partners | 0.72% | New | 15,293 | $880K |
| Sierra Capital LLC | 0.10% | No change | 15,250 | $877K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -92.9% | 14,942 | $860K |
| Altfest L J & Co. Inc. | 0.11% | Add +0.1% | 14,869 | $855K |
| Midwest Heritage Bank, FSB | 0.40% | Add +0.9% | 14,792 | $851K |
| LexAurum Advisors, LLC | 0.19% | Add +35.3% | 14,759 | $849K |
| O'Connor Financial Group LLC | 0.44% | Add +0.0% | 14,671 | $844K |
| Edge Capital Group, LLC | 0.04% | Reduce -1.6% | 14,512 | $835K |
| Horan Securities, Inc. | 0.32% | Reduce -81.7% | 14,424 | $830K |
| Luts & Greenleigh Group, Inc. | 0.80% | Add +2.0% | 14,413 | $829K |
| Lwmg, LLC | 0.16% | Add +37.4% | 14,395 | $828K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.5% | 14,571 | $826K |
| Resurgent Financial Advisors LLC | 0.48% | Add +140.6% | 14,229 | $819K |
| GGM Financial LLC | 0.70% | No change | 14,165 | $815K |
| Arkadios Wealth Advisors | 0.05% | Add +13.3% | 14,139 | $813K |
| D.A. Davidson & Co. | 0.01% | Add +40.7% | 14,080 | $810K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -5.5% | 14,034 | $807K |
| Semmax Financial Advisors Inc. | 0.22% | Add +152.9% | 14,972 | $805K |
| Opinicus Capital, Inc. | 0.64% | Reduce -1.1% | 13,945 | $802K |
| First Citizens Financial Corp | 0.42% | Reduce -5.5% | 13,791 | $793K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +0.5% | 13,738 | $790K |
| Peterson Financial Group, Inc. | 3.02% | Reduce -5.6% | 13,621 | $784K |
| American Financial Advisors, LLC | 0.11% | Reduce -4.0% | 13,504 | $777K |
| Asset Dedication, LLC | 0.05% | Add +1.5% | 13,465 | $775K |
| Squire Investment Management Company, LLC | 0.37% | No change | 13,411 | $772K |
| Stephens Inc. | 0.01% | No change | 13,358 | $768K |
| Sound Financial Strategies Group, LLC | 0.61% | Reduce -0.6% | 13,272 | $764K |
| Accelerate Investment Advisors LLC | 0.74% | — | 13,261 | $763K |
| Net Worth Advisory Group | 0.23% | — | 13,207 | $760K |
| Beacon Financial Group | 0.08% | Add +56.7% | 13,203 | $760K |
| StoneX Group Inc. | 0.05% | Reduce -4.1% | 13,059 | $751K |
| FSC Wealth Advisors, LLC | 0.54% | Add +25.5% | 13,019 | $749K |
| Bridges Investment Management Inc. | 0.01% | No change | 12,827 | $738K |
| Madden Advisory Services, Inc. | 0.34% | Add +32.8% | 12,816 | $737K |
| Hardin Capital Partners, LLC | 0.42% | Add +4.4% | 13,049 | $736K |
| Partners Capital Investment Group, LLP | 0.01% | No change | 12,647 | $728K |
| Conning Inc. | 0.03% | Reduce -43.0% | 12,597 | $725K |
| Semus Wealth Partners LLC | 0.50% | Add +193.2% | 12,501 | $719K |
| Sound Income Strategies, LLC | 0.05% | Add +2.2% | 12,495 | $719K |
| Able Wealth Management LLC | 0.54% | New | 12,468 | $717K |
| Keystone Wealth Services, LLC | 0.20% | Reduce -2.4% | 12,293 | $707K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -13.8% | 12,593 | $698K |
| 25 LLC | 0.30% | Add +0.1% | 12,094 | $696K |
| Discipline Wealth Solutions, LLC | 0.37% | Add +70.1% | 12,043 | $693K |
| LGT Financial Advisors LLC | 1.70% | Add +125.5% | 11,958 | $688K |
| Alera Investment Advisors, LLC | 0.08% | Reduce -66.5% | 11,897 | $684K |
| Emergent Wealth Advisors, LLC | 0.50% | Reduce -56.4% | 11,825 | $680K |
| First Citizens Asset Management, Inc. | 0.24% | Reduce -8.4% | 11,803 | $679K |
| Elios Financial Group Inc. | 0.31% | — | 11,712 | $674K |
| Foster Group, Inc. | 0.03% | Add +1.1% | 11,694 | $673K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +1.6% | 11,691 | $673K |
| Western Wealth Management, LLC | 0.04% | Add +191.0% | 11,660 | $671K |
| MSH Capital Advisors LLC | 0.20% | New | 11,650 | $670K |
| Capasso Planning Partners LLC | 0.20% | Add +13.6% | 11,512 | $662K |
| Valeo Financial Advisors, LLC | 0.02% | Add +3.8% | 11,472 | $660K |
| Samalin Investment Counsel, LLC | 0.28% | Add +2.7% | 11,183 | $643K |
| Lido Advisors, LLC | 0.00% | Reduce -3.4% | 11,008 | $633K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -20.9% | 10,963 | $631K |
| Compound Planning, Inc. | 0.04% | Reduce -26.5% | 10,918 | $628K |
| BWM Planning, LLC | 0.28% | — | 10,880 | $626K |
| Manhattan West Asset Management, LLC | 0.16% | Reduce -0.9% | 10,804 | $622K |
| First Commonwealth Financial Corp | 0.15% | Reduce -18.6% | 10,804 | $622K |
| Lantern Wealth Advisors, LLC | 0.43% | Add +134.1% | 10,791 | $621K |
| GHP Investment Advisors, Inc. | 0.03% | Reduce -39.8% | 10,756 | $619K |
| Caprock Group, LLC | 0.02% | No change | 10,717 | $617K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +5.1% | 10,550 | $607K |
| Fragasso Financial Advisors Inc | 0.05% | Reduce -28.6% | 10,448 | $601K |
| Fulcrum Equity Management | 0.51% | Add +131.5% | 10,434 | $600K |
| Flputnam Investment Management Co. | 0.01% | Reduce -2.7% | 10,326 | $594K |
| Turtle Creek Wealth Advisors, LLC | 0.12% | No change | 10,204 | $587K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +2.2% | 10,153 | $584K |
| JT Stratford LLC | 0.10% | Add +118.6% | 10,010 | $576K |
| Mission Wealth Management, LP | 0.01% | Add +2.4% | 9,931 | $571K |
| Cherry Tree Wealth Management, LLC | 0.13% | Reduce -0.5% | 9,871 | $568K |
| NBT Bank, N.A. | 0.04% | Reduce -3.1% | 9,746 | $561K |
| Perennial Investment Advisors, LLC | 0.07% | Add +122.3% | 9,659 | $556K |
| Evanson Asset Management, LLC | 0.04% | No change | 9,652 | $555K |
| Cornerstone Advisors Asset Management, LLC | 0.12% | No change | 9,640 | $555K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +29.8% | 9,629 | $554K |
| HRT Financial LP | 0.00% | New | 9,601 | $552K |
| RDA Financial Network | 0.17% | Add +16.4% | 9,591 | $552K |
| Hemington Wealth Management | 0.15% | Add +6.4% | 10,046 | $551K |
| Heritage Family Offices, LLP | 0.28% | Add +14.8% | 9,558 | $550K |
| Ariadne Wealth Management, LP | 0.30% | No change | 9,845 | $548K |
| MIdWestOne Financial Group, Inc. | 0.08% | Add +8.9% | 9,481 | $545K |
| AlTi Global, Inc. | 0.01% | No change | 9,442 | $543K |
| Per Stirling Capital Management, LLC. | 0.08% | Add +7.7% | 9,417 | $542K |
| Magnus Financial Group LLC | 0.06% | Add +133.5% | 9,413 | $542K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +3.9% | 9,412 | $541K |
| Motive Wealth Advisors | 0.32% | No change | 10,175 | $540K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -2.9% | 9,291 | $535K |
| Legacy Edge Advisors, LLC | 0.08% | Add +18.4% | 9,224 | $531K |
| Lodestone Wealth Management LLC | 0.26% | Reduce -9.5% | 9,164 | $527K |
| Oliver Lagore Vanvalin Investment Group | 0.14% | Add +78.5% | 8,909 | $513K |
| Osborne Partners Capital Management, LLC | 0.03% | No change | 8,800 | $506K |
| Herold Advisors, Inc. | 0.11% | New | 8,600 | $495K |
| Wambolt & Associates, LLC | 0.13% | Reduce -26.1% | 8,581 | $490K |
| Gallagher Fiduciary Advisors, LLC | 0.10% | Reduce -51.8% | 8,424 | $485K |
| Essex Bank | 0.12% | Reduce -0.7% | 8,398 | $483K |
| Pinion Investment Advisors, LLC | 0.20% | New | 8,361 | $481K |
| Claris Advisors, LLC / Mo / | 0.21% | No change | 8,345 | $480K |
| B.O.S.S. Retirement Advisors, LLC | 0.10% | Add +90.3% | 8,343 | $480K |
| REAP Financial Group, LLC | 0.12% | Reduce -9.4% | 8,294 | $477K |
| CGN Advisors LLC | 0.05% | Add +18.7% | 8,250 | $475K |
| Flagstar Securities, Inc. | 0.12% | Add +49.3% | 8,236 | $474K |
| Quarry Hill Advisors, LLC | 0.32% | Reduce -6.4% | 8,209 | $472K |
| Argent Trust Co | 0.02% | Add +60.7% | 8,172 | $470K |
| Family Firm, Inc. | 0.10% | Reduce -11.7% | 8,110 | $467K |
| Prosperity Planning, Inc. | 0.21% | Add +28.9% | 8,086 | $465K |
| Good Life Advisors, LLC | 0.03% | Add +99.7% | 8,080 | $465K |
| Harbour Capital Advisors, LLC | 0.11% | No change | 8,204 | $462K |
| Curi Capital, LLC | 0.01% | Add +2.0% | 8,024 | $462K |
| Financial Perspectives, Inc | 0.16% | No change | 8,018 | $461K |
| Tranquility Partners, LLC | 0.17% | No change | 7,994 | $460K |
| Two West Capital Advisors LLC | 0.37% | New | 7,911 | $455K |
| Bessemer Group Inc. | 0.00% | Add +0.5% | 7,900 | $454K |
| Raffa Wealth Management, LLC | 0.11% | Reduce -0.5% | 7,845 | $453K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.6% | 7,843 | $451K |
| Meridian Wealth Management, LLC | 0.02% | New | 7,761 | $446K |
| Citizens Business Bank | 0.09% | No change | 7,756 | $446K |
| Carlson Capital Management | 0.02% | No change | 7,720 | $444K |
| 1834 Investment Advisors Co. | 0.05% | No change | 7,664 | $441K |
| Red Tortoise LLC | 0.22% | No change | 7,660 | $441K |
| GYL Financial Synergies, LLC | 0.03% | Reduce -2.0% | 7,648 | $440K |
| Fifth Third Securities, Inc. | 0.04% | Add +2.6% | 7,633 | $439K |
| Center for Financial Planning, Inc. | 0.06% | No change | 7,611 | $438K |
| Western Financial Corp | 0.25% | New | 7,530 | $433K |
| Palisade Asset Management, LLC | 0.04% | Add +0.4% | 7,497 | $431K |
| Pinnacle Bancorp, Inc. | 0.11% | No change | 7,442 | $428K |
| Continuum Advisory, LLC | 0.05% | Add +77.0% | 7,914 | $425K |
| Quartz Partners, LLC | 0.27% | — | 7,366 | $424K |
| Beverly Hills Private Wealth, LLC | 0.09% | Add +70.7% | 7,346 | $423K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.1% | 7,337 | $422K |
| Glass Jacobson Investment Advisors llc | 0.14% | Reduce -4.6% | 7,303 | $420K |
| Integrated Advisors Network LLC | 0.02% | Add +19.8% | 7,283 | $419K |
| DGS Capital Management, LLC | 0.11% | Reduce -5.4% | 7,189 | $414K |
| New Republic Capital, LLC | 0.24% | Add +97.5% | 7,175 | $413K |
| Kovack Advisors, Inc. | 0.04% | Add +36.2% | 7,099 | $408K |
| Hobart Private Capital, LLC | 0.10% | Reduce -1.5% | 7,095 | $408K |
| Gilman Hill Asset Management, LLC | 0.07% | Reduce -39.2% | 7,014 | $404K |
| Rothschild Wealth LLC | 0.12% | Reduce -92.1% | 6,774 | $403K |
| Integral Investment Advisors, Inc. | 0.11% | No change | 7,000 | $403K |
| Tritonpoint Wealth, LLC | 0.04% | Add +9.3% | 6,906 | $399K |
| MainStreet Investment Advisors LLC | 0.05% | No change | 6,938 | $399K |
| Ritter Daniher Financial Advisory LLC / DE | 0.12% | Add +5.4% | 6,923 | $398K |
| PBMares Wealth Management LLC | 0.08% | Reduce -0.6% | 6,919 | $398K |
| Freedom Investment Management, Inc. | 0.03% | New | 6,882 | $396K |
| Argent Advisors, Inc. | 0.15% | Add +4.4% | 6,868 | $395K |
| Fermata Advisors, LLC | 0.08% | Add +5.3% | 6,861 | $395K |
| CAP Partners, LLC | 0.29% | Reduce -4.5% | 6,828 | $393K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -6.3% | 6,781 | $390K |
| Financial Counselors Inc. | 0.01% | Add +21.3% | 6,754 | $389K |
| Lloyd Advisory Services, LLC. | 0.19% | Add +0.3% | 6,750 | $388K |
| Syntegra Private Wealth Group, LLC | 0.04% | New | 6,704 | $386K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -2.2% | 6,693 | $385K |
| Northwest Bancshares, Inc. | 0.07% | Reduce -0.7% | 6,692 | $385K |
| Uptick Partners, LLC | 0.16% | Reduce -12.5% | 6,572 | $378K |
| Sachetta, LLC | 0.15% | No change | 6,500 | $374K |
| Wealthfront Advisers LLC | 0.00% | Add +12.8% | 6,467 | $372K |
| Financial Partners Group, Inc | 0.06% | Reduce -1.4% | 6,465 | $372K |
| Lauterbach Financial Advisors, LLC | 0.22% | Add +7.0% | 6,428 | $370K |
| Atlas Private Wealth Advisors | 0.05% | Add +2.4% | 6,415 | $369K |
| Sunbelt Securities, Inc. | 0.04% | No change | 6,393 | $368K |
| Valmark Advisers, Inc. | 0.01% | Reduce -48.1% | 6,328 | $364K |
| Essex Private Wealth Management, LLC | 0.85% | No change | 6,291 | $362K |
| Wedmont Private Capital | 0.02% | No change | 6,378 | $361K |
| GTS Securities LLC | 0.01% | New | 6,269 | $361K |
| Lion Street Advisors, LLC | 0.13% | Reduce -8.2% | 6,266 | $361K |
| TrueWealth Advisors, LLC | 0.12% | Add +10.9% | 6,164 | $355K |
| Aerodigm Wealth, LLC | 0.22% | Reduce -2.3% | 6,127 | $352K |
| Gilliland Jeter Wealth Management LLC | 0.11% | Add +112.3% | 6,081 | $350K |
| Bordeaux Wealth Advisors LLC | 0.06% | Reduce -0.0% | 6,073 | $349K |
| Shotwell Rutter Baer Inc | 0.29% | Reduce -5.4% | 6,091 | $347K |
| Tanglewood Wealth Management, Inc. | 0.04% | Reduce -33.4% | 5,991 | $345K |
| Wharton Business Group, LLC | 0.02% | No change | 5,960 | $343K |
| Ascentis Independent Advisors | 0.05% | Add +11.6% | 5,949 | $342K |
| Wrapmanager Inc. | 0.09% | Reduce -6.4% | 5,896 | $339K |
| Aaron Wealth Advisors LLC | 0.04% | Reduce -0.5% | 5,884 | $339K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -28.2% | 5,869 | $338K |
| National Bank of Canada | 0.00% | Add +0.5% | 5,858 | $337K |
| Hilltop National Bank | 0.10% | No change | 5,850 | $337K |
| Forum Financial Management, LP | 0.01% | Add +8.5% | 5,811 | $334K |
| Savvy Advisors, Inc. | 0.07% | Add +18.3% | 5,807 | $334K |
| Cape Investment Advisory, Inc. | 0.13% | Add +274.7% | 5,752 | $331K |
| Franklin Resources Inc. | 0.00% | No change | 5,820 | $330K |
| Milestone Investment Advisors LLC | 0.09% | No change | 5,719 | $329K |
| Beaird Harris Wealth Management, LLC | 0.03% | Add +1.1% | 5,635 | $324K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 5,635 | $324K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.2% | 5,613 | $323K |
| XML Financial, LLC | 0.03% | No change | 5,573 | $321K |
| Boston Financial Mangement LLC | 0.01% | Reduce -0.1% | 5,518 | $317K |
| Essex Financial Services, Inc. | 0.02% | No change | 5,673 | $316K |
| Canandaigua National Bank & Trust Co. | 0.03% | New | 5,474 | $315K |
| Jane Street Group, LLC | 0.00% | Reduce -99.7% | 5,460 | $314K |
| Opes Wealth Management LLC | 0.06% | No change | 5,441 | $313K |
| Dopkins Wealth Management, LLC | 0.25% | Reduce -4.3% | 5,432 | $312K |
| Marco Investment Management LLC | 0.03% | No change | 5,417 | $312K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +0.3% | 5,415 | $311K |
| Intelligence Driven Advisers, LLC | 0.04% | No change | 5,414 | $311K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,404 | $311K |
| Portside Wealth Group, LLC | 0.05% | Add +12.8% | 5,402 | $311K |
| CRA Financial Services, LLC | 0.06% | No change | 5,387 | $310K |
| Pinnacle Family Advisors, LLC | 0.16% | Reduce -23.0% | 5,355 | $308K |
| Vontobel Holding Ltd. | 0.00% | Reduce -24.4% | 5,326 | $306K |
| James J. Burns & Company, LLC | 0.06% | Reduce -2.9% | 5,333 | $306K |
| Allegheny Financial Group | 0.07% | Add +8.2% | 5,279 | $304K |
| Ascentis Wealth Management, LLC | 0.11% | — | 5,263 | $303K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 5,262 | $303K |
| Empirical Asset Management, LLC | 0.11% | New | 5,248 | $302K |
| Rehmann Capital Advisory Group | 0.02% | Add +15.7% | 5,234 | $301K |
| Douglass Winthrop Advisors, LLC | 0.01% | New | 5,203 | $299K |
| Sage Mountain Advisors LLC | 0.03% | No change | 5,199 | $299K |
| Freestone Capital Holdings, LLC | 0.01% | New | 5,187 | $298K |
| Diversify Wealth Management, LLC | 0.03% | New | 5,384 | $297K |
| Cardiff Park Advisors, LLC | 0.03% | Reduce -0.9% | 5,138 | $296K |
| Index Fund Advisors, Inc. | 0.02% | Reduce -12.4% | 5,109 | $294K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -0.8% | 5,030 | $289K |
| Gilbert & Cook, Inc. | 0.04% | Reduce -33.5% | 4,982 | $287K |
| One Capital Management, LLC | 0.01% | Reduce -65.0% | 4,959 | $285K |
| Regions Financial Corp. | 0.00% | Reduce -18.9% | 4,939 | $284K |
| W.H. Cornerstone Investments Inc. | 0.19% | Reduce -66.7% | 4,885 | $281K |
| Waldron Private Wealth LLC | 0.01% | Add +0.0% | 4,858 | $279K |
| Macroview Investment Management LLC | 0.27% | Reduce -3.9% | 4,851 | $279K |
| Marino, Stram & Associates LLC | 0.06% | No change | 4,837 | $278K |
| Fortis Capital Advisors, LLC | 0.09% | New | 4,822 | $277K |
| Belpointe Asset Management LLC | 0.02% | New | 4,822 | $277K |
| Well Done, LLC | 0.05% | Reduce -3.2% | 4,795 | $276K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -72.3% | 4,708 | $271K |
| Avior Wealth Management, LLC | 0.01% | Reduce -17.8% | 4,700 | $270K |
| Team Hewins, LLC | 0.10% | Add +2.1% | 4,693 | $270K |
| Total Wealth Planning, LLC | 0.04% | Reduce -22.8% | 4,675 | $269K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 4,665 | $268K |
| Hirtle & Co., LLC | 0.01% | No change | 4,662 | $268K |
| QRG Capital Management, Inc. | 0.00% | New | 4,596 | $264K |
| Legacy Wealth Asset Management, LLC | 0.07% | No change | 4,593 | $264K |
| Vantage Financial Partners, LLC | 0.07% | New | 4,582 | $264K |
| TBH Global Asset Management, LLC | 0.06% | New | 4,530 | $261K |
| Sachem Hill LLC | 0.05% | No change | 4,523 | $260K |
| TKG Advisors, LLC | 0.13% | Reduce -4.5% | 4,519 | $260K |
| Allegiance Financial Group Advisory Services LLC | 0.09% | No change | 4,439 | $255K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +13.4% | 4,421 | $254K |
| Glenview Trust Co | 0.00% | New | 4,408 | $254K |
| Frontier Asset Management, LLC | 0.08% | No change | 4,377 | $252K |
| Citizens Financial Group Inc. | 0.01% | Add +2.8% | 4,364 | $251K |
| Elevation Wealth Partners, LLC | 0.11% | No change | 4,363 | $251K |
| Personal Cfo Solutions, LLC | 0.04% | New | 4,359 | $251K |
| Talisman Wealth Advisors LLC | 0.26% | New | 4,313 | $249K |
| Eagle Strategies LLC | 0.04% | Add +2.1% | 4,327 | $249K |
| Unionview, LLC | 0.19% | No change | 4,279 | $246K |
| BNP Paribas Financial Markets | 0.00% | Add +14.1% | 4,277 | $246K |
| Global Financial Private Client, LLC | 0.09% | Add +72.1% | 4,204 | $242K |
| Financial Advocates Investment Management | 0.01% | Reduce -88.3% | 2,375 | $240K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 4,174 | $240K |
| Cambridge Financial Group, LLC | 0.10% | No change | 4,164 | $240K |
| Simmons Bank | 0.02% | Reduce -4.8% | 4,143 | $238K |
| Arlington Trust Co LLC | 0.05% | No change | 4,114 | $237K |
| Stokes Family Office, LLC | 0.03% | Reduce -8.3% | 4,019 | $231K |
| Madison Wealth Partners, Inc | 0.07% | New | 4,013 | $231K |
| Pointe Capital Management LLC | 0.13% | Add +0.7% | 3,991 | $230K |
| Insigneo Advisory Services, LLC | 0.02% | New | 3,921 | $226K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -31.6% | 3,899 | $226K |
| Versant Capital Management, Inc | 0.05% | No change | 3,905 | $225K |
| MKT Advisors LLC | 0.10% | Reduce -14.1% | 3,906 | $223K |
| Criterion Capital Advisors, LLC | 0.14% | No change | 4,135 | $219K |
| Lutz Financial Services LLC | 0.02% | No change | 3,785 | $218K |
| Obermeyer Wealth Partners | 0.01% | New | 3,761 | $216K |
| Ciovacco Capital Management LLC | 0.13% | Reduce -2.3% | 3,747 | $216K |
| SMART Wealth LLC | 0.08% | New | 3,722 | $214K |
| FineMark National Bank & Trust | 0.01% | Reduce -2.4% | 3,721 | $214K |
| Oak Family Advisors, LLC | 0.08% | Reduce -6.3% | 3,716 | $214K |
| Quantinno Capital Management LP | 0.00% | New | 3,701 | $213K |
| Bridgewealth Advisory Group, LLC | 0.08% | New | 3,681 | $212K |
| FSA Advisors, Inc. | 0.21% | New | 3,971 | $211K |
| MB Generational Wealth, LLC | 0.15% | New | 3,668 | $211K |
| Axim Planning & Wealth | 0.24% | New | 3,638 | $209K |
| One Wealth Management Investment & Advisory Services, LLC | 0.37% | Reduce -94.1% | 3,633 | $209K |
| Fortis Advisors, LLC | 0.13% | New | 3,589 | $206K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Reduce -1.9% | 3,583 | $205K |
| Kraft Asset Management, LLC | 0.16% | New | 3,550 | $204K |
| Ritholtz Wealth Management | 0.01% | New | 3,528 | $203K |
| Legacy Financial Advisors, Inc. | 0.03% | New | 3,524 | $203K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 3,522 | $203K |
| Catalyst Financial Partners LLC | 0.04% | New | 3,502 | $201K |
| Twin Focus Capital Partners, LLC | 0.03% | New | 3,500 | $201K |
| KM Capital Management Ltd. | 0.11% | New | 3,490 | $201K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -3.4% | 3,401 | $197K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,388 | $195K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -7.4% | 3,332 | $192K |
| Oarsman Capital, Inc. | 0.04% | New | 3,329 | $192K |
| Bristlecone Advisors, LLC | 0.01% | No change | 3,241 | $186K |
| Pineridge Advisors LLC | 0.07% | Add +1.5% | 3,047 | $175K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.0% | 3,016 | $174K |
| Operose Advisors LLC | 0.06% | New | 3,000 | $173K |
| Rosenberg Matthew Hamilton | 0.04% | Reduce -9.4% | 2,874 | $165K |
| Providence Capital Advisors, LLC | 0.03% | No change | 2,774 | $160K |
| Urban Financial Advisory Corp | 0.09% | New | 2,740 | $158K |
| Quadrant Capital Group LLC | 0.01% | No change | 2,725 | $157K |
| Horizon Bancorp Inc. | 0.07% | No change | 2,674 | $154K |
| Balentine LLC | 0.01% | No change | 2,462 | $142K |
| FinTrust Capital Advisors, LLC | 0.02% | Reduce -16.6% | 2,414 | $139K |
| Cassady Schiller Wealth Management, LLC | 0.05% | No change | 2,392 | $138K |
| Zions Bancorporation, N.A. | 0.01% | No change | 2,362 | $136K |
| S.A. Mason LLC | 0.07% | No change | 2,291 | $132K |
| Rothschild Investment LLC | 0.01% | Reduce -4.7% | 2,257 | $130K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -10.6% | 2,212 | $127K |
| Logan Capital Management Inc. | 0.00% | No change | 2,086 | $120K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,985 | $114K |
| WASHINGTON TRUST Co | 0.00% | Add +4.6% | 1,972 | $113K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -30.3% | 1,920 | $110K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 1,909 | $110K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,838 | $106K |
| Financial Gravity Companies, Inc. | 0.03% | — | 1,695 | $98K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +127.5% | 1,563 | $90K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -40.0% | 1,614 | $89K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,478 | $85K |
| GAMMA Investing LLC | 0.01% | No change | 1,472 | $85K |
| Harbor Investment Advisory, LLC | 0.01% | Add +37.6% | 1,457 | $84K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +13.1% | 1,383 | $80K |
| Tsfg, LLC | 0.02% | No change | 1,350 | $78K |
| LRI Investments, LLC | 0.01% | No change | 1,429 | $77K |
| Highline Wealth Partners LLC | 0.03% | No change | 1,327 | $76K |
| Matrix Private Capital Group LLC | 0.04% | Add +4.3% | 1,322 | $76K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,148 | $66K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +2.8% | 1,120 | $64K |
| Headlands Technologies LLC | 0.01% | Reduce -59.6% | 1,111 | $64K |
| Princeton Global Asset Management LLC | 0.01% | Add +9.1% | 1,089 | $63K |
| Tucker Asset Management LLC | 0.01% | Reduce -29.5% | 1,059 | $61K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | New | 1,054 | $61K |
| Northwest Investment Counselors, LLC | 0.01% | New | 1,041 | $60K |
| Indiana Trust & Investment Management Co | 0.02% | Add +3.0% | 1,011 | $58K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | No change | 954 | $55K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 943 | $54K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 923 | $53K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.7% | 907 | $52K |
| Authentikos Wealth Advisory, LLC | 0.05% | New | 901 | $52K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +702.7% | 899 | $52K |
| Barclays PLC | 0.00% | No change | 890 | $51K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 916 | $51K |
| Ballast Advisors LLC | 0.01% | No change | 838 | $48K |
| Beacon Capital Management, LLC | 0.01% | Add +48.6% | 783 | $45K |
| Park Place Capital Corp | 0.01% | Reduce -17.7% | 777 | $45K |
| Financial Network Wealth Advisors LLC | 0.04% | Add +0.3% | 773 | $44K |
| Powell Investment Advisors, LLC | 0.02% | No change | 760 | $44K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 750 | $43K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 751 | $43K |
| Sandy Spring Bank | 0.00% | No change | 719 | $41K |
| Element Wealth, LLC | 0.02% | Reduce -16.9% | 689 | $40K |
| Wells Financial Advisors INC | 0.05% | Reduce -92.7% | 663 | $38K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -55.5% | 638 | $37K |
| Tompkins Financial Corp. | 0.00% | Reduce -13.8% | 638 | $37K |
| Phillips Financial Management, LLC | 0.00% | No change | 620 | $36K |
| Arax Advisory Partners | 0.00% | No change | 587 | $34K |
| Signaturefd, LLC | 0.00% | Reduce -24.8% | 569 | $33K |
| Legacy Bridge, LLC | 0.02% | No change | 525 | $30K |
| Bangor Savings Bank | 0.00% | No change | 516 | $30K |
| Clear Point Advisors Inc. | 0.02% | No change | 513 | $30K |
| Rogco, LP | 0.01% | Reduce -22.9% | 499 | $29K |
| Addison Advisors LLC | 0.01% | No change | 472 | $27K |
| Private Capital Management LLC | 0.00% | New | 429 | $25K |
| Richardson Capital Management LLC | 0.02% | Reduce -11.3% | 423 | $24K |
| Transcendent Capital Group LLC | 0.01% | New | 403 | $23K |
| Oakworth Capital, Inc. | 0.00% | Reduce -75.0% | 378 | $22K |
| Concord Wealth Partners | 0.00% | No change | 376 | $22K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 371 | $21K |
| CVA Family Office, LLC | 0.00% | No change | 370 | $21K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 363 | $21K |
| Wolff Wiese Magana LLC | 0.01% | No change | 347 | $20K |
| Financial Freedom, LLC | 0.01% | No change | 330 | $19K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 330 | $19K |
| McIlrath & Eck, LLC | 0.00% | Reduce -61.4% | 329 | $19K |
| WFA of San Diego, LLC | 0.02% | No change | 326 | $19K |
| Chesapeake Asset Management LLC | 0.02% | Add +884.9% | 325 | $19K |
| Caldwell Trust Co | 0.00% | New | 325 | $19K |
| Abound Wealth Management | 0.01% | No change | 324 | $19K |
| Toth Financial Advisory Corp. | 0.00% | New | 306 | $18K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 302 | $17K |
| Optimum Investment Advisors | 0.01% | No change | 301 | $17K |
| Trust Co. of Vermont | 0.00% | No change | 300 | $17K |
| CGC Financial Services, LLC | 0.01% | No change | 280 | $16K |
| JDM Financial Group LLC | 0.01% | New | 277 | $16K |
| Clearstead Trust, LLC | 0.00% | No change | 254 | $15K |
| Lindbrook Capital, LLC | 0.00% | New | 253 | $15K |
| Alpine Bank Wealth Management | 0.00% | — | 250 | $14K |
| Bogart Wealth, LLC | 0.00% | Reduce -19.1% | 250 | $14K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 245 | $14K |
| Davis Capital Management | 0.01% | New | 234 | $13K |
| Missouri Trust & Investment Co | 0.00% | New | 233 | $13K |
| Archer Investment Corp | 0.00% | Add +15.9% | 233 | $13K |
| Avion Wealth | 0.00% | No change | 231 | $13K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 198 | $11K |
| Grand Wealth Management, LLC | 0.01% | New | 197 | $11K |
| Smithfield Trust Co | 0.00% | No change | 183 | $11K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 180 | $10K |
| Paladin Advisory Group, LLC | 0.01% | No change | 178 | $10K |
| Evermay Wealth Management LLC | 0.00% | New | 159 | $9K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 150 | $8K |
| Dunhill Financial, LLC | 0.00% | No change | 129 | $7K |
| Trust Co | 0.00% | New | 128 | $7K |
| Fairman Group, LLC | 0.01% | No change | 127 | $7K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 127 | $7K |
| Realta Investment Advisors | 0.00% | Reduce -33.3% | 128 | $7K |
| Union Savings Bank | 0.00% | New | 124 | $7K |
| Crewe Advisors LLC | 0.00% | No change | 113 | $7K |
| Darwin Wealth Management, LLC | 0.00% | New | 107 | $6K |
| UMB Bank, n.a. | 0.00% | New | 107 | $6K |
| Hobbs Group Advisors, LLC | 0.00% | New | 102 | $6K |
| Disciplina Capital Management LLC | 0.00% | Reduce -34.5% | 93 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 104 | $5K |
| Truvestments Capital LLC | 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 |
| Caitlin John, LLC | 0.00% | No change | 87 | $5K |
| Legacy Investment Solutions, LLC | 0.00% | — | 85 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | — | 85 | $5K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 77 | $4K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 72 | $4K |
| Earned Wealth Advisors, LLC | 0.00% | New | 66 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 65 | $4K |
| New Millennium Group LLC | 0.00% | Reduce -6.6% | 57 | $3K |
| Redmont Wealth Advisors LLC | 0.00% | No change | 55 | $3K |
| Mascoma Wealth Management LLC | 0.00% | No change | 52 | $3K |
| Morris Financial Concepts, Inc. | 0.00% | New | 50 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 50 | $3K |
| Hoese & Co LLP | 0.00% | No change | 48 | $3K |
| Barrett & Company, Inc. | 0.00% | Reduce -80.4% | 47 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 47 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 45 | $3K |
| Bray Capital Advisors | 0.00% | No change | 45 | $3K |
| Howe & Rusling Inc. | 0.00% | New | 41 | $2K |
| Burkett Financial Services, LLC | 0.00% | No change | 41 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | New | 37 | $2K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 36 | $2K |
| Country Trust Bank | 0.00% | No change | 30 | $2K |
| Motco | 0.00% | No change | 29 | $2K |
| MCF Advisors LLC | 0.00% | New | 28 | $2K |
| Heck Capital Advisors, LLC | 0.00% | No change | 27 | $2K |
| FPC Investment Advisory, Inc. | 0.00% | No change | 27 | $2K |
| Global Trust Asset Management, LLC | 0.00% | No change | 25 | $1K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | New | 21 | $1K |
| Resources Management Corp. /CT/ | 0.00% | No change | 20 | $1K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -89.6% | 13 | $748 |
| Tidemark, LLC | 0.00% | No change | 9 | $533 |
| Front Row Advisors LLC | 0.00% | No change | 8 | $460 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 4 | $230 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $54 |
"% 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.