iShares MSCI Eafe Value ETFEFVETF
13F holders, Q4 2024 (December 31)1,015holders +58
59new positions
67sold out
2famous investors
$52.51avg. 13F price*
At the end of Q4 2024, 1,015 institutions reported holding iShares MSCI Eafe Value ETF (EFV) in their 13F filings, up 58 from Q3 2024. 59 opened new positions and 67 sold out. The largest holders were Envestnet Asset Management Inc. ($3.0B), FMR LLC ($1.1B) and LPL Financial LLC ($902.2M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $160.1M |
| Exits | 67 | $99.8M |
All 13F filers, Q3 2024 → Q4 2024: 32,753,756 shares bought and 9,121,898 shares sold, net +23,631,858 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,015 holders
| Envestnet Asset Management Inc. | 0.98% | Add +7.5% | 58,027,852 | $3.0B |
| FMR LLC | 0.07% | Add +8.0% | 20,745,609 | $1.1B |
| LPL Financial LLC | 0.37% | Add +34.6% | 17,195,268 | $902.2M |
| JPMorgan Chase & Co. | 0.06% | Add +8.3% | 14,326,441 | $751.7M |
| US Bancorp \de | 0.88% | Add +3.9% | 12,803,041 | $671.8M |
| Jones Financial Companies LLLP | 0.63% | Reduce -14.0% | 12,598,311 | $661.0M |
| Envestnet Portfolio Solutions, Inc. | 1.79% | Add +5.8% | 10,428,733 | $547.2M |
| Morgan Stanley | 0.04% | Add +1.4% | 9,829,375 | $515.7M |
| Bank of America Corp. | 0.05% | Add +13.8% | 9,448,653 | $495.8M |
| BlackRock, Inc. | 0.01% | Add +14.7% | 6,719,054 | $352.5M |
| Park Avenue Securities LLC | 3.33% | Add +8.2% | 6,175,871 | $324.0M |
| Cwm, LLC | 1.31% | Reduce -2.3% | 6,037,621 | $316.8M |
| Alliancebernstein L.P. | 0.10% | Add +122.3% | 5,781,455 | $303.4M |
| Auto-Owners Insurance Co | 5.47% | Add +15.8% | 4,588,000 | $240.7M |
| Ameriprise Financial Inc. | 0.06% | Add +10.6% | 4,089,817 | $214.6M |
| MML Investors Services, LLC | 0.68% | Add +10.5% | 3,753,964 | $197.0M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -6.0% | 3,421,419 | $179.5M |
| Janney Montgomery Scott LLC | 0.46% | Add +7.5% | 3,157,576 | $165.7M |
| Cetera Investment Advisers | 0.33% | Add +8.8% | 3,005,384 | $157.7M |
| UBS Group AG | 0.03% | Add +4.5% | 2,907,606 | $152.6M |
| Wells Fargo & Company | 0.03% | Add +17.5% | 2,629,487 | $138.0M |
| M&T Bank Corp | 0.45% | Reduce -0.9% | 2,578,657 | $135.3M |
| Baird Financial Group, Inc. | 0.26% | Add +2.0% | 2,545,795 | $133.6M |
| RiverFront Investment Group, LLC | 2.93% | Add +4.2% | 2,454,382 | $128.8M |
| OneDigital Investment Advisors LLC | 1.46% | Reduce -7.1% | 2,401,537 | $126.0M |
| Bank of New York Mellon Corp | 0.02% | Add +12.2% | 2,369,128 | $124.3M |
| Sanctuary Advisors, LLC | 0.75% | Add +2.3% | 2,136,435 | $118.6M |
| NewEdge Advisors, LLC | 0.68% | Add +22.2% | 2,144,814 | $112.5M |
| Modera Wealth Management, LLC | 1.27% | Add +2.6% | 2,004,885 | $105.2M |
| Raymond James Financial Inc. | 0.03% | — | 1,797,839 | $94.3M |
| JB Capital LLC | 5.18% | Add +12.3% | 1,762,818 | $92.5M |
| Commonwealth Equity Services, LLC | 0.14% | Add +9.2% | 1,759,650 | $92.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.36% | Add +4.3% | 1,653,265 | $86.7M |
| Foundations Investment Advisors, LLC | 1.58% | Add +12.0% | 1,554,907 | $81.6M |
| Composition Wealth, LLC | 1.65% | Reduce -2.7% | 1,550,892 | $81.4M |
| Thrivent Financial for Lutherans | 0.16% | Add +1.2% | 1,482,064 | $81.1M |
| Royal Bank of Canada | 0.02% | Add +11.1% | 1,484,524 | $77.9M |
| United Capital Financial Advisors, LLC | 0.65% | Add +3.9% | 1,465,718 | $76.9M |
| Alesco Advisors, LLC, An ESL Co | 2.35% | Add +0.8% | 1,425,876 | $74.8M |
| Natixis Advisors, LLC | 0.13% | Add +87.3% | 1,375,028 | $72.1M |
| Dynasty Wealth Management, LLC | 1.19% | New | 1,312,367 | $68.9M |
| Tiaa Trust, National Association | 0.21% | Add +5.6% | 1,312,180 | $68.9M |
| Stifel Financial Corp. | 0.07% | Add +9.0% | 1,291,573 | $67.8M |
| Pathstone Holdings, LLC | 0.29% | Add +2.6% | 1,241,747 | $65.2M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +3.7% | 1,212,458 | $63.6M |
| Sagespring Wealth Partners, LLC | 1.66% | — | 1,201,244 | $63.0M |
| Aspiriant, LLC | 2.25% | Add +0.8% | 1,185,995 | $62.2M |
| Savant Capital, LLC | 0.46% | Reduce -0.0% | 1,112,339 | $58.4M |
| Focus Partners Wealth | 0.15% | Add +8.9% | 1,064,556 | $55.9M |
| AE Wealth Management LLC | 0.47% | Add +5.6% | 1,064,307 | $55.8M |
| Johns Hopkins University | 1.81% | New | 916,652 | $48.1M |
| Beacon Pointe Advisors, LLC | 0.53% | Reduce -1.8% | 904,183 | $47.4M |
| Osaic Holdings, Inc. | 0.11% | Add +33.5% | 974,452 | $47.4M |
| Financial Synergies Wealth Advisors, Inc. | 5.74% | Add +4.0% | 882,022 | $46.3M |
| Truist Financial Corp. | 0.07% | Add +4.1% | 825,382 | $43.3M |
| Austin Private Wealth, LLC | 4.04% | Add +11.9% | 820,453 | $43.0M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +2.7% | 798,425 | $41.9M |
| Advocacy Wealth Management, LLC | 3.18% | Add +5.8% | 797,508 | $41.8M |
| Larson Financial Group LLC | 2.10% | Add +12.2% | 771,927 | $40.5M |
| Mariner, LLC | 0.06% | Add +18.6% | 726,763 | $38.1M |
| Atria Investments, Inc | 0.47% | Reduce -0.6% | 716,246 | $37.6M |
| Atria Wealth Solutions, Inc. | 0.40% | Add +8.1% | 698,975 | $36.7M |
| HTLF Bank | 3.88% | Reduce -0.4% | 653,550 | $34.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.11% | Add +7.4% | 588,184 | $34.1M |
| Icon Wealth Advisors, LLC | 2.56% | Add +5.3% | 593,034 | $31.1M |
| Octavia Wealth Advisors, LLC | 3.68% | Add +3.5% | 577,379 | $30.3M |
| EP Wealth Advisors, LLC | 0.24% | Reduce -41.4% | 568,756 | $29.8M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -5.9% | 564,456 | $29.6M |
| CreativeOne Wealth, LLC | 0.90% | Add +1.6% | 557,236 | $29.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -13.0% | 552,731 | $29.0M |
| Covenant Partners, LLC | 8.85% | Add +7.6% | 546,981 | $28.7M |
| Waverly Advisors, LLC | 0.43% | Add +33.8% | 523,466 | $27.5M |
| Captrust Financial Advisors | 0.07% | Add +17.8% | 494,851 | $26.0M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.7% | 489,861 | $25.7M |
| Townsend & Associates, Inc | 2.62% | Add +0.0% | 471,603 | $25.6M |
| Kestra Advisory Services, LLC | 0.13% | Add +7.7% | 468,103 | $24.6M |
| Brave Asset Management Inc. | 7.77% | Add +0.8% | 465,833 | $24.4M |
| Avantax Advisory Services, Inc. | 0.15% | Add +9.9% | 460,861 | $24.2M |
| Sequoia Financial Advisors, LLC | 0.23% | Add +4690.2% | 445,059 | $23.4M |
| Sharkey, Howes & Javer | 3.27% | Add +7.1% | 443,323 | $23.3M |
| Integrity Alliance, Llc. | 2.45% | — | 431,667 | $22.6M |
| Pacific Life Fund Advisors LLC | 2.34% | Add +565.3% | 429,856 | $22.6M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -1.3% | 417,807 | $21.9M |
| Valence8 US LP | 10.19% | Add +1.3% | 404,248 | $21.2M |
| High Falls Advisors, Inc | 4.92% | Add +8.3% | 403,933 | $21.2M |
| Merit Financial Group, LLC | 0.37% | Add +154.1% | 394,763 | $20.7M |
| Integrated Wealth Concepts LLC | 0.24% | Reduce -42.1% | 393,590 | $20.7M |
| Farther Finance Advisors, LLC | 0.75% | Add +18.5% | 393,050 | $20.6M |
| MA Private Wealth | 3.85% | Add +2.1% | 392,292 | $20.6M |
| Exencial Wealth Advisors, LLC | 0.74% | Reduce -0.7% | 385,390 | $20.2M |
| Fifth Third Bancorp | 0.07% | Reduce -7.9% | 382,866 | $20.1M |
| Kestra Private Wealth Services, LLC | 0.34% | Add +64.3% | 380,025 | $19.9M |
| Horst & Graben Wealth Management LLC | 3.53% | Add +7.2% | 378,488 | $19.9M |
| West Wealth Group, LLC | 5.89% | Add +9.6% | 376,523 | $19.8M |
| Focus Partners Advisor Solutions, LLC | 0.33% | Add +39.0% | 373,553 | $19.6M |
| SteelPeak Wealth, LLC | 0.80% | Reduce -6.8% | 368,171 | $19.3M |
| Cary Street Partners Financial LLC | 0.62% | — | 381,821 | $19.1M |
| Strategic Blueprint, LLC | 1.13% | Add +8.2% | 363,219 | $19.1M |
| McMorgan & Co. LLC | 2.94% | Reduce -23.7% | 362,784 | $19.0M |
| Pettinga Financial Advisors LLC | 4.08% | Reduce -2.0% | 343,865 | $18.0M |
| Stone House Investment Management, LLC | 4.55% | Reduce -8.6% | 341,444 | $17.9M |
| Invst, LLC | 2.15% | Add +11.6% | 337,715 | $17.7M |
| CFS Investment Advisory Services, LLC | 1.58% | Reduce -47.7% | 336,401 | $17.7M |
| Bokf, NA | 0.29% | Add +2.4% | 328,617 | $17.0M |
| Cardinal Strategic Wealth Guidance | 5.41% | Add +5.5% | 323,605 | $17.0M |
| Bruce G. Allen Investments, LLC | 13.75% | Add +5.4% | 322,905 | $16.9M |
| Obsidian Cio, LLC | 3.07% | Add +9.6% | 320,688 | $16.8M |
| Stonebrook Private Inc. | 4.39% | Add +38.2% | 319,685 | $16.8M |
| Affinity Capital Advisors, LLC | 3.15% | Reduce -3.1% | 316,344 | $16.8M |
| Shakespeare Wealth Management, LLC | 4.51% | Add +5.9% | 319,004 | $16.7M |
| Scarborough Advisors, LLC | 2.35% | Add +5.9% | 316,741 | $16.6M |
| Robertson Stephens Wealth Management, LLC | 0.59% | Reduce -44.4% | 314,684 | $16.5M |
| Spectrum Wealth Counsel, LLC | 1.94% | Add +1.6% | 314,605 | $16.5M |
| Physician Wealth Advisors, Inc. | 2.78% | Add +9.4% | 313,240 | $16.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +14.3% | 312,917 | $16.4M |
| Blue Trust, Inc. | 0.21% | Add +155.8% | 312,128 | $16.4M |
| Elgethun Capital Management | 3.90% | Add +8.8% | 306,221 | $16.1M |
| Greenleaf Trust | 0.14% | Add +3.5% | 299,676 | $15.7M |
| One Wealth Advisors, LLC | 2.33% | Add +6.0% | 299,615 | $15.7M |
| Arete Wealth Advisors, LLC | 1.13% | Add +6.8% | 298,290 | $15.7M |
| Checchi Capital Advisers, LLC | 1.17% | Reduce -3.9% | 298,019 | $15.6M |
| Plancorp, LLC | 0.64% | Add +8.3% | 297,663 | $15.6M |
| Orion Porfolio Solutions, LLC | 0.15% | Reduce -4.1% | 295,194 | $15.5M |
| Orion Portfolio Solutions, LLC | 0.15% | Reduce -4.1% | 295,194 | $15.5M |
| IHT Wealth Management, LLC | 0.50% | Add +28.8% | 293,887 | $15.4M |
| Private Advisor Group, LLC | 0.08% | Add +10.2% | 287,026 | $15.1M |
| Security Financial Services, INC. | 2.99% | Add +0.4% | 279,483 | $14.7M |
| Perigon Wealth Management, LLC | 0.35% | Add +15.7% | 270,545 | $14.3M |
| Wealth Alliance, LLC | 1.70% | Reduce -5.9% | 271,161 | $14.2M |
| Keystone Financial Services | 5.43% | Add +2.4% | 270,503 | $14.2M |
| FAS Wealth Partners, Inc. | 1.19% | Reduce -0.5% | 269,315 | $14.1M |
| Wakefield Asset Management LLLP | 4.74% | Add +1.4% | 267,845 | $14.1M |
| Keebeck Wealth Management | 1.96% | Reduce -1.8% | 259,473 | $13.6M |
| HighMark Wealth Management LLC | 7.70% | Reduce -0.5% | 255,128 | $13.4M |
| Accredited Investors Inc. | 0.78% | Add +1.4% | 254,015 | $13.3M |
| Maia Wealth LLC | 2.86% | Add +9.3% | 242,141 | $13.3M |
| Kelly Financial Services LLC | 4.79% | Add +0.8% | 253,054 | $13.3M |
| Corient Private Wealth LP | 0.02% | Add +0.0% | 247,975 | $13.0M |
| Long Run Wealth Advisors, LLC | 3.09% | Add +9.2% | 245,482 | $12.9M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +12.8% | 240,146 | $12.6M |
| Voya Investment Management LLC | 0.02% | Add +41.1% | 239,724 | $12.6M |
| PAX Financial Group, LLC | 2.24% | Add +10.5% | 238,146 | $12.5M |
| Lineweaver Wealth Advisors, LLC | 2.27% | Add +7.0% | 233,768 | $12.3M |
| SCS Capital Management LLC | 0.25% | Reduce -5.2% | 230,950 | $12.1M |
| Financial Life Advisors | 4.31% | Add +0.4% | 218,682 | $11.5M |
| ONE Advisory Partners, LLC | 5.06% | Add +1.5% | 217,221 | $11.4M |
| Cypress Wealth Services, LLC | 2.28% | Add +23.1% | 216,744 | $11.4M |
| Kestra Investment Management, LLC | 0.45% | Add +16.5% | 215,995 | $11.3M |
| Summit X, LLC | 2.50% | Add +179.5% | 215,262 | $11.3M |
| Symmetry Partners, LLC | 1.60% | Add +1.6% | 214,765 | $11.3M |
| Kilter Group LLC | 7.28% | — | 213,263 | $11.2M |
| Concourse Financial Group Securities, Inc. | 0.63% | Add +9.4% | 207,798 | $11.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +1.9% | 210,256 | $11.0M |
| Northwest Capital Management Inc | 4.71% | Reduce -7.8% | 209,424 | $11.0M |
| Assetmark, Inc. | 0.03% | Add +98.4% | 209,302 | $11.0M |
| Keeler Thomas Management LLC | 3.91% | Reduce -15.2% | 209,078 | $11.0M |
| Rothschild Wealth LLC | 3.15% | Add +2925.9% | 204,975 | $10.8M |
| Watershed Private Wealth LLC | 4.18% | Add +10.9% | 204,116 | $10.7M |
| TSA Wealth Managment LLC | 4.26% | Reduce -0.4% | 199,341 | $10.5M |
| Townsquare Capital LLC | 0.12% | Reduce -3.3% | 199,136 | $10.4M |
| Mma Asset Management LLC | 4.57% | Reduce -15.4% | 199,113 | $10.4M |
| Trek Financial, LLC | 0.77% | Add +10.5% | 196,852 | $10.3M |
| Quent Capital, LLC | 1.06% | Add +4.8% | 194,464 | $10.2M |
| Johnson Investment Counsel Inc. | 0.10% | Add +7.3% | 191,954 | $10.1M |
| Prosperity Consulting Group, LLC | 0.73% | Add +2.3% | 185,960 | $9.8M |
| Cerity Partners LLC | 0.02% | Add +123.0% | 185,488 | $9.7M |
| &partners | 0.12% | Add +58.7% | 184,693 | $9.7M |
| Brookstone Capital Management | 0.14% | Reduce -5.5% | 184,366 | $9.7M |
| Comerica Bank | 0.04% | Add +5.8% | 183,408 | $9.6M |
| Associated Banc-Corp | 0.29% | Add +0.6% | 182,538 | $9.6M |
| Verdence Capital Advisors LLC | 0.76% | Add +6.8% | 180,835 | $9.5M |
| Choreo, LLC | 0.14% | Reduce -0.9% | 180,516 | $9.5M |
| Aptus Capital Advisors, LLC | 0.11% | Add +698.4% | 179,844 | $9.4M |
| Swmg, LLC | 3.75% | Add +10.9% | 174,885 | $9.4M |
| Regal Investment Advisors LLC | 0.70% | Add +6.3% | 178,050 | $9.3M |
| First Horizon Advisors, Inc. | 0.26% | Reduce -3.1% | 176,688 | $9.3M |
| Principal Securities, Inc. | 0.20% | Add +66.3% | 173,292 | $9.1M |
| BIP Wealth, LLC | 0.61% | Add +9.6% | 173,078 | $9.1M |
| Apella Capital, LLC | 0.35% | Reduce -10.1% | 172,544 | $9.1M |
| Bank of Montreal | 0.00% | Add +2.3% | 171,976 | $9.0M |
| Snowden Capital Advisors LLC | 0.28% | Add +2.9% | 171,194 | $9.0M |
| Creative Planning | 0.01% | Reduce -0.5% | 170,316 | $8.9M |
| Meridian Wealth Partners, LLC | 1.35% | Add +3.4% | 169,443 | $8.9M |
| RTD Financial Advisors, Inc. | 1.13% | Add +3.1% | 168,602 | $8.8M |
| Forthright Family Wealth Advisory LLC | 5.48% | Add +127.2% | 160,763 | $8.4M |
| Marks Group Wealth Management, Inc | 0.83% | Add +3.7% | 160,627 | $8.4M |
| Moneta Group Investment Advisors LLC | 0.12% | Reduce -4.0% | 157,368 | $8.3M |
| BOK Financial Private Wealth, Inc. | 0.60% | Reduce -5.0% | 157,199 | $8.2M |
| Bay Harbor Wealth Management, LLC | 2.68% | Add +18.9% | 157,092 | $8.2M |
| ORG Partners LLC | 1.14% | Add +3.6% | 156,776 | $8.2M |
| Certus Wealth Management, LLC | 5.50% | Add +0.3% | 147,051 | $8.2M |
| WealthShield Partners, LLC | 1.15% | Reduce -0.3% | 154,725 | $8.1M |
| McLean Asset Management Corp | 2.44% | Reduce -4.8% | 154,518 | $8.1M |
| Sterling Capital Management LLC | 0.11% | Add +0.4% | 154,404 | $8.1M |
| N.E.W. Advisory Services LLC | 0.77% | Add +7.1% | 154,246 | $8.1M |
| Guardian Wealth Advisors, LLC / NC | 0.64% | Add +3815775.0% | 152,635 | $8.0M |
| Van Hulzen Asset Management, LLC | 0.57% | Add +1.9% | 149,386 | $7.8M |
| Focus Financial Network, Inc. | 0.31% | Add +12.6% | 147,085 | $7.7M |
| Cobblestone Asset Management LLC | 4.96% | Add +10.3% | 145,042 | $7.6M |
| Pinnacle Wealth Planning Services, Inc. | 1.13% | Add +4.9% | 143,577 | $7.5M |
| B. Riley Wealth Advisors, Inc. | 0.25% | Reduce -41.2% | 143,053 | $7.5M |
| ShoreHaven Wealth Partners, LLC | 3.52% | Add +11.1% | 141,906 | $7.4M |
| Triad Wealth Partners, LLC | 2.67% | Add +148.3% | 141,099 | $7.4M |
| WCG Wealth Advisors LLC | 0.49% | Add +3.6% | 140,926 | $7.4M |
| Sovran Advisors, LLC | 1.05% | — | 141,189 | $7.4M |
| Advisory Services Network, LLC | 0.14% | Add +56.0% | 138,777 | $7.3M |
| Northern Trust Corp. | 0.00% | Reduce -0.2% | 137,891 | $7.2M |
| RFG Advisory, LLC | 0.20% | Reduce -2.6% | 137,525 | $7.2M |
| Grayhawk Investment Strategies Inc. | 13.65% | No change | 136,450 | $7.2M |
| SigFig Wealth Management, LLC | 0.25% | Add +18.8% | 134,207 | $7.0M |
| Apeiron RIA LLC | 1.96% | Reduce -5.3% | 133,526 | $7.0M |
| Koss-Olinger Consulting, LLC | 0.61% | Reduce -0.1% | 132,288 | $6.9M |
| Wealthcare Advisory Partners LLC | 0.19% | Reduce -3.9% | 131,734 | $6.9M |
| Citigroup Inc. | 0.01% | Reduce -1.0% | 129,652 | $6.8M |
| Eq LLC | 3.19% | Add +9.4% | 129,299 | $6.8M |
| CSM Advisors, LLC | 0.31% | Add +4.7% | 127,666 | $6.7M |
| Efficient Advisors, LLC | 0.43% | Reduce -2.8% | 127,190 | $6.7M |
| Allworth Financial LP | 0.04% | Add +27.4% | 123,061 | $6.6M |
| Staley Capital Advisers Inc. | 0.29% | Add +0.1% | 125,293 | $6.6M |
| Morningstar Investment Services LLC | 0.60% | Reduce -86.3% | 125,022 | $6.6M |
| Peninsula Wealth, LLC | 1.11% | Add +7.9% | 123,589 | $6.5M |
| Kingdom Financial Group LLC. | 4.39% | New | 122,533 | $6.4M |
| 1ST Source Bank | 0.36% | Reduce -8.1% | 121,040 | $6.4M |
| Howard Bailey Securities, LLC | 2.34% | Add +5.8% | 120,332 | $6.3M |
| Integrated Capital Management, Inc. | 4.96% | Add +2.7% | 119,754 | $6.3M |
| Kathmere Capital Management, LLC | 0.56% | Add +1.5% | 119,097 | $6.2M |
| True Vision MN LLC | 3.69% | Add +7.4% | 118,627 | $6.2M |
| Global Retirement Partners, LLC | 0.18% | Add +19.0% | 118,010 | $6.2M |
| Prudential Financial Inc. | 0.01% | Reduce -78.7% | 115,866 | $6.1M |
| Stratos Wealth Advisors, LLC | 0.29% | Add +20.6% | 115,477 | $6.1M |
| Hobbs Wealth Management, LLC | 6.91% | — | 115,303 | $6.0M |
| Elevation Point Wealth Partners, LLC | 0.49% | Add +32.7% | 114,862 | $6.0M |
| Capital Analysts, LLC | 0.24% | Add +13.7% | 114,829 | $6.0M |
| Spire Wealth Management | 0.19% | Add +4.3% | 114,791 | $6.0M |
| Mayflower Financial Advisors, LLC | 0.90% | Add +4.2% | 114,222 | $6.0M |
| Callan Family Office, LLC | 0.38% | Add +6.3% | 113,666 | $6.0M |
| Capital Advantage, Inc. | 1.09% | New | 113,653 | $6.0M |
| Causey Wealth LLC | 3.44% | — | 112,544 | $5.9M |
| Liberty Wealth Management LLC | 0.97% | Add +20.6% | 111,234 | $5.8M |
| Brady Martz Wealth Solutions, LLC | 1.40% | — | 111,406 | $5.8M |
| Ascent Capital Management, LLC | 5.86% | — | 109,311 | $5.7M |
| Client 1ST Advisory Group, LLC | 2.19% | Add +7.3% | 108,530 | $5.7M |
| Legacy Financial Group LLC | 0.92% | Add +20.3% | 108,473 | $5.7M |
| Courier Capital LLC | 0.39% | Add +13.0% | 108,459 | $5.7M |
| M1 Capital Management LLC | 3.05% | — | 107,721 | $5.7M |
| Quadrature Capital Ltd | 0.11% | New | 107,028 | $5.6M |
| First American Trust, FSB | 0.56% | Add +0.9% | 106,177 | $5.6M |
| North Star Investment Management Corp. | 0.39% | Reduce -2.2% | 106,145 | $5.6M |
| PrairieView Partners, LLC | 0.58% | Reduce -5.4% | 105,696 | $5.5M |
| Blair William & Co. | 0.02% | Reduce -10.6% | 105,587 | $5.5M |
| Napatree Capital LLC | 3.24% | Add +2.7% | 105,051 | $5.5M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.08% | Add +3.8% | 105,048 | $5.5M |
| Glenmede Trust Co. NA | 0.03% | Add +3.1% | 104,246 | $5.5M |
| NorthRock Partners, LLC | 0.18% | Reduce -11.2% | 103,892 | $5.5M |
| Atlas Capital Advisors Inc. | 0.69% | Reduce -6.5% | 103,215 | $5.4M |
| Mosley Wealth Management | 3.34% | Add +11.4% | 98,491 | $5.4M |
| Johnson Financial Group, Inc. | 0.25% | Reduce -71.0% | 98,065 | $5.4M |
| Collier Financial | 4.78% | — | 101,938 | $5.3M |
| Shared Vision Wealth Group LLC | 2.81% | Add +8.8% | 101,707 | $5.3M |
| Spectrum Planning & Advisory Services Inc. | 4.60% | Add +1.5% | 101,031 | $5.3M |
| Seneca Financial Advisors LLC | 2.60% | Add +0.2% | 99,945 | $5.2M |
| Gen-Wealth Partners Inc | 2.25% | Add +7.3% | 99,903 | $5.2M |
| Dorsey & Whitney Trust CO LLC | 0.28% | Add +5.3% | 97,133 | $5.1M |
| Waller Financial Planning Group, Inc. | 1.28% | Reduce -1.8% | 96,885 | $5.1M |
| One Wealth Capital Management, LLC | 2.52% | — | 94,827 | $5.0M |
| Scissortail Wealth Management, LLC | 1.27% | Add +22316.3% | 94,821 | $5.0M |
| Firethorn Wealth Partners, LLC | 2.46% | Add +3.1% | 94,269 | $4.9M |
| 5T Wealth, LLC | 2.64% | — | 91,705 | $4.8M |
| Ancora Advisors LLC | 0.11% | Add +15.0% | 90,618 | $4.8M |
| Tradition Wealth Management, LLC | 0.41% | Add +5.4% | 89,531 | $4.7M |
| CoreCap Advisors, LLC | 0.21% | Add +15.1% | 88,786 | $4.7M |
| Riverwater Partners LLC | 2.26% | Add +0.3% | 88,567 | $4.6M |
| Stage Harbor Financial, LLC | 4.04% | Add +1.6% | 88,489 | $4.6M |
| Robinswood Financial LLC | 1.75% | Add +0.7% | 88,205 | $4.6M |
| Advus Financial Partners, LLC | 1.29% | Add +3.8% | 87,178 | $4.6M |
| Avantax Planning Partners, Inc. | 0.16% | Reduce -6.2% | 87,153 | $4.6M |
| Gotham Asset Management | 0.04% | New | 85,148 | $4.5M |
| Moneco Advisors, LLC | 0.47% | Reduce -9.9% | 84,841 | $4.5M |
| Wealth Architects, LLC | 0.50% | Reduce -0.8% | 84,596 | $4.4M |
| Elevate Wealth Advisory, Inc. | 3.29% | Add +1.2% | 83,587 | $4.4M |
| Eaton Financial Holdings Company, LLC | 1.68% | Reduce -3.5% | 83,030 | $4.4M |
| Corepath Wealth Partners LLC | 4.24% | Add +7.8% | 83,254 | $4.4M |
| Maryland Capital Advisors Inc. | 2.02% | Reduce -0.5% | 82,858 | $4.3M |
| Rockland Trust Co. | 0.22% | Add +0.5% | 82,371 | $4.3M |
| Northwest Wealth Management, LLC | 0.92% | Reduce -8.0% | 82,365 | $4.3M |
| Independent Advisor Alliance | 0.06% | New | 81,788 | $4.3M |
| Fiduciary Trust Co | 0.06% | Add +0.5% | 81,002 | $4.3M |
| 180 Wealth Advisors, LLC | 0.66% | Reduce -1.4% | 80,518 | $4.2M |
| Ehrlich Financial Group | 3.00% | Add +0.9% | 80,342 | $4.2M |
| Shum Financial Group, Inc. | 3.60% | Add +1.6% | 79,397 | $4.2M |
| Montecito Bank & Trust | 0.72% | Reduce -0.8% | 79,031 | $4.1M |
| Kickstand Ventures, Llc. | 1.06% | Reduce -8.8% | 78,962 | $4.1M |
| Lifelong Wealth Advisors, Inc. | 1.85% | — | 78,339 | $4.1M |
| Twin Peaks Wealth Advisors, LLC | 1.73% | Add +21.7% | 77,557 | $4.1M |
| Mutual Advisors, LLC | 0.12% | Add +11.3% | 76,251 | $4.0M |
| Beirne Wealth Consulting Services, LLC | 1.46% | Reduce -0.1% | 76,981 | $4.0M |
| Lantz Financial LLC | 1.07% | Add +11.6% | 76,833 | $4.0M |
| Clifford Group, LLC | 3.07% | Add +2.9% | 76,679 | $4.0M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Add +690.8% | 76,149 | $4.0M |
| PFG Advisors | 0.24% | Add +14.9% | 75,760 | $4.0M |
| Collective Family Office LLC | 1.09% | Reduce -0.3% | 75,596 | $4.0M |
| Zhang Financial LLC | 0.23% | Add +0.5% | 75,527 | $4.0M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Reduce -0.3% | 75,055 | $3.9M |
| Parkside Financial Bank & Trust | 0.51% | Add +2.0% | 73,771 | $3.9M |
| Independent Financial Group, LLC | 0.13% | Add +1.9% | 73,642 | $3.9M |
| Cahill Financial Advisors Inc. | 0.52% | Reduce -11.7% | 73,019 | $3.8M |
| FFG Retirement Advisors LLC | 2.46% | Add +154.5% | 71,681 | $3.8M |
| Csenge Advisory Group | 0.20% | Add +11.1% | 69,323 | $3.6M |
| Apollon Wealth Management, LLC | 0.08% | Add +30.9% | 69,151 | $3.6M |
| My Legacy Advisors, LLC | 1.41% | Add +7.4% | 68,553 | $3.6M |
| Beacon Bridge Wealth Partners, LLC | 1.53% | Reduce -7.5% | 68,838 | $3.6M |
| Geneos Wealth Management Inc. | 0.13% | Add +1.2% | 68,566 | $3.6M |
| Verus Capital Partners, LLC | 0.34% | Reduce -4.9% | 68,554 | $3.6M |
| Synergy Investment Management, LLC | 1.54% | — | 68,157 | $3.6M |
| Braun-Bostich & Associates Inc. | 2.56% | Add +10.4% | 67,671 | $3.6M |
| Quadrant Private Wealth Management, LLC | 0.87% | Reduce -2.3% | 67,664 | $3.6M |
| Interactive Financial Advisors, Inc. | 1.86% | Add +2.2% | 67,552 | $3.5M |
| Claro Advisors Inc. | 0.48% | Add +4.9% | 67,530 | $3.5M |
| Endeavor Private Wealth, Inc. | 3.32% | — | 66,488 | $3.5M |
| Harbour Investments, Inc. | 0.10% | Add +5.8% | 65,966 | $3.5M |
| Mill Creek Capital Advisors, LLC | 0.08% | No change | 65,898 | $3.5M |
| Pitcairn Co. | 0.20% | No change | 65,887 | $3.5M |
| Modern Wealth Management, LLC | 0.13% | Add +129.7% | 65,705 | $3.4M |
| Lansing Street Advisors | 1.19% | Add +15.1% | 65,205 | $3.4M |
| Cranbrook Wealth Management, LLC | 0.78% | Add +0.1% | 64,305 | $3.4M |
| Copperleaf Capital, LLC | 2.13% | Add +61.4% | 64,159 | $3.4M |
| Foundation Wealth Management, LLC | 2.61% | Add +0.5% | 64,001 | $3.4M |
| Noble Family Wealth, LLC | 0.92% | Add +1.3% | 63,956 | $3.4M |
| Theory Financial LLC | 1.39% | Add +15.9% | 63,347 | $3.3M |
| Market Street Wealth Management Advisors LLC | 0.56% | Reduce -4.2% | 63,175 | $3.3M |
| Brown Advisory Inc. | 0.00% | Reduce -3.1% | 63,011 | $3.3M |
| World Equity Group, Inc. | 0.71% | Add +17.9% | 62,977 | $3.3M |
| Vance Wealth, LLC | 1.27% | Reduce -3.9% | 62,704 | $3.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +39.9% | 62,539 | $3.3M |
| Intrua Financial, LLC | 0.53% | Add +34.9% | 62,440 | $3.3M |
| Barnes Wealth Management Group, Inc | 2.19% | — | 62,247 | $3.3M |
| Disciplined Investments, LLC | 1.60% | Add +0.3% | 61,789 | $3.2M |
| Diversify Advisory Services, LLC | 0.18% | Add +20.4% | 61,989 | $3.2M |
| Avidian Wealth Enterprises, LLC | 0.14% | Reduce -0.6% | 61,120 | $3.2M |
| IFG Advisory, LLC | 0.18% | Add +17.9% | 60,997 | $3.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.89% | Add +629.0% | 60,822 | $3.2M |
| SOL Capital Management CO | 0.35% | Add +2.4% | 60,167 | $3.2M |
| SWP Financial LLC | 1.90% | New | 59,938 | $3.1M |
| Gateway Wealth Partners, LLC | 0.80% | Add +9.6% | 58,808 | $3.1M |
| Davis Wealth Advisors, LLC | 3.38% | — | 58,637 | $3.1M |
| Prospera Financial Services Inc | 0.07% | Reduce -36.5% | 57,928 | $3.0M |
| Harbor Group, Inc. | 0.68% | Add +0.4% | 57,655 | $3.0M |
| Telos Capital Management, Inc. | 0.32% | Add +2.9% | 57,626 | $3.0M |
| LifeWealth Investments, LLC | 2.00% | — | 57,568 | $3.0M |
| Hoxton Planning & Management, LLC | 1.15% | Reduce -8.9% | 57,295 | $3.0M |
| W Advisors, LLC | 1.85% | Reduce -0.6% | 57,020 | $3.0M |
| Equitable Holdings, Inc. | 0.03% | Reduce -20.6% | 56,984 | $3.0M |
| Centurion Wealth Management LLC | 0.93% | Add +2.7% | 56,945 | $3.0M |
| Ade, LLC | 1.81% | Reduce -0.1% | 56,318 | $3.0M |
| Unique Wealth, LLC | 0.61% | Add +90.5% | 56,063 | $2.9M |
| Dohj, LLC | 0.67% | Add +2.2% | 55,000 | $2.9M |
| Pinnacle Financial Partners Inc | 0.06% | Add +40.5% | 54,856 | $2.9M |
| Salus Financial Advisors, LLC | 2.20% | — | 53,533 | $2.8M |
| Dynamic Wealth Strategies, LLC | 2.49% | Add +1.3% | 53,385 | $2.8M |
| BlackDiamond Wealth Management, LLC | 1.61% | Reduce -4.5% | 53,158 | $2.8M |
| BridgePort Financial Solutions, LLC | 1.25% | — | 48,310 | $2.8M |
| RCS Financial Planning, LLC | 1.47% | Reduce -8.9% | 52,604 | $2.8M |
| Clayton Financial Group LLC | 0.99% | Add +32.6% | 52,317 | $2.7M |
| Cibc World Market Inc. | 0.01% | Add +0.7% | 51,821 | $2.7M |
| AMG National Trust Bank | 0.07% | Add +2.3% | 51,709 | $2.7M |
| Narus Financial Partners, LLC | 0.92% | Add +7.0% | 51,613 | $2.7M |
| Droms Strauss Advisors Inc. /Mo/ | 0.88% | Add +156.5% | 51,588 | $2.7M |
| Principal Financial Group Inc. | 0.00% | Add +71.1% | 50,719 | $2.7M |
| Key Financial Inc | 0.59% | Reduce -0.7% | 49,705 | $2.6M |
| Sage Financial Group Inc. | 0.21% | Add +61.3% | 49,271 | $2.6M |
| Sax Wealth Advisors, LLC | 0.20% | Add +15.1% | 49,026 | $2.6M |
| SkyView Investment Advisors, LLC | 0.41% | Add +1.7% | 48,509 | $2.5M |
| Bush Investment Group, LLC | 1.96% | Add +9.0% | 47,744 | $2.5M |
| Whittier Trust Co. | 0.03% | Add +7.0% | 47,647 | $2.5M |
| Ridgeline Wealth, LLC | 2.03% | — | 47,372 | $2.5M |
| IFP Advisors, Inc | 0.08% | Add +18.3% | 47,137 | $2.5M |
| Signal Advisors Wealth, LLC | 0.28% | Reduce -25.6% | 46,945 | $2.5M |
| Shufro Rose & Co. LLC | 0.19% | Add +1.5% | 46,843 | $2.5M |
| Summit Financial Strategies, Inc. | 0.27% | Reduce -1.2% | 46,594 | $2.4M |
| Fullcircle Wealth LLC | 1.00% | Add +16.6% | 42,932 | $2.4M |
| Ifrah Financial Services, Inc. | 0.67% | Add +0.5% | 46,120 | $2.4M |
| Advisory Alpha, LLC | 0.08% | Reduce -6.8% | 45,438 | $2.4M |
| EverSource Wealth Advisors, LLC | 0.13% | Add +12.7% | 45,163 | $2.4M |
| Redwood Investment Management, LLC | 0.23% | Add +8.6% | 45,084 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +5.9% | 45,073 | $2.4M |
| Maxwell Wealth Strategies Inc. | 0.96% | Add +1.8% | 44,934 | $2.4M |
| NewEdge Wealth, LLC | 0.04% | Reduce -15.1% | 44,247 | $2.3M |
| Vertex Planning Partners, LLC | 0.51% | Add +1.2% | 44,029 | $2.3M |
| Commerce Bank | 0.01% | Add +7.4% | 43,748 | $2.3M |
| Retirement Wealth Solutions LLC | 1.93% | — | 44,092 | $2.3M |
| OMNI 360 Wealth, Inc. | 1.51% | Add +14.6% | 43,158 | $2.3M |
| Quantum Portfolio Management LLC | 1.20% | Add +3.1% | 42,690 | $2.2M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -3.3% | 42,579 | $2.2M |
| Flagship Harbor Advisors, LLC | 0.12% | Add +4.7% | 42,482 | $2.2M |
| Stock Yards Bank & Trust Co. | 0.08% | Reduce -6.0% | 41,951 | $2.2M |
| Cyndeo Wealth Partners, LLC | 0.15% | Reduce -5.2% | 41,899 | $2.2M |
| Commonwealth Retirement Investments LLC | 0.90% | Add +17.8% | 41,857 | $2.2M |
| Regimen Wealth, LLC | 0.71% | Add +63.3% | 41,596 | $2.2M |
| American Financial & Tax Strategies Inc. | 1.12% | No change | 41,253 | $2.2M |
| Venturi Wealth Management, LLC | 0.11% | Add +150.9% | 41,187 | $2.2M |
| Blalock Williams, LLC | 2.48% | — | 40,534 | $2.1M |
| Wealthgarden F.S. LLC | 1.98% | Add +5.3% | 40,358 | $2.1M |
| Interchange Capital Partners, LLC | 0.77% | Add +4.0% | 40,206 | $2.1M |
| Sterling Wealth Management, Inc. | 0.78% | Reduce -0.1% | 40,006 | $2.1M |
| Sowell Financial Services LLC | 0.11% | Add +13.1% | 39,262 | $2.1M |
| Warner Financial, Inc. | 0.88% | Add +1.0% | 38,971 | $2.0M |
| Aveo Capital Partners, LLC | 0.22% | Add +93.2% | 38,972 | $2.0M |
| First Foundation Advisors | 0.08% | Add +2.5% | 38,962 | $2.0M |
| WealthPLAN Partners, LLC | 0.29% | Add +6.6% | 38,754 | $2.0M |
| Bison Wealth, LLC | 0.25% | — | 38,753 | $2.0M |
| Revolve Wealth Partners, LLC | 0.30% | Add +41.3% | 38,725 | $2.0M |
| United Asset Strategies, Inc. | 0.18% | Add +2.0% | 38,372 | $2.0M |
| Sutton Place Investors LLC | 1.16% | Add +8.4% | 38,172 | $2.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.27% | Add +7.9% | 37,894 | $2.0M |
| World Investment Advisors | 0.05% | Add +23.1% | 37,754 | $2.0M |
| Ironwood Investment Counsel, LLC | 0.33% | Reduce -5.1% | 36,965 | $1.9M |
| GeoWealth Management, LLC | 0.06% | Reduce -0.2% | 36,859 | $1.9M |
| BCU Wealth Advisors, LLC | 1.10% | Add +15.3% | 36,833 | $1.9M |
| Kingsview Wealth Management, LLC | 0.04% | Add +17.3% | 36,248 | $1.9M |
| LifePlan Investment Advisors, Inc. | 1.17% | Add +51.2% | 36,079 | $1.9M |
| CogentBlue Wealth Advisors, LLC | 1.66% | — | 36,031 | $1.9M |
| Maiden Cove Capital, LLC | 2.89% | Add +1.8% | 35,978 | $1.9M |
| Nwam LLC | 0.12% | Add +24.3% | 35,720 | $1.9M |
| VPR Management LLC | 0.98% | No change | 35,700 | $1.9M |
| Wingate Wealth Advisors, Inc. | 1.84% | — | 35,671 | $1.9M |
| Maripau Wealth Management LLC | 1.11% | Reduce -36.5% | 35,611 | $1.9M |
| Financial Advocates Investment Management | 0.11% | Add +1398.4% | 35,586 | $1.9M |
| Clear Creek Financial Management, LLC | 0.20% | Add +15.8% | 35,571 | $1.9M |
| Keb Asset Management, LLC | 0.54% | Reduce -1.2% | 35,571 | $1.9M |
| Sovereign Financial Group, Inc. | 0.42% | Add +0.5% | 34,991 | $1.8M |
| Benjamin Edwards Inc. | 0.03% | Reduce -0.1% | 34,743 | $1.8M |
| First Heartland Consultants, Inc. | 0.19% | Add +30.9% | 34,722 | $1.8M |
| Merkkuri Wealth Advisors LLC | 1.44% | Add +8.7% | 34,594 | $1.8M |
| TD Private Client Wealth LLC | 0.05% | Add +9.8% | 34,146 | $1.8M |
| Dentgroup LLC | 1.37% | Add +12.0% | 34,078 | $1.8M |
| Sigma Planning Corp | 0.06% | Add +49.0% | 33,592 | $1.8M |
| Navellier & Associates Inc. | 0.21% | No change | 33,333 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -45.7% | 32,838 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | Add +9.4% | 32,592 | $1.7M |
| Clearview Wealth Advisors LLC | 1.29% | Add +99.5% | 32,389 | $1.7M |
| Stegner Investment Associates Inc. | 1.11% | No change | 32,046 | $1.7M |
| CENTRAL TRUST Co | 0.04% | Reduce -1.1% | 31,992 | $1.7M |
| Mason Investment Advisory Services, Inc. | 0.10% | Add +1.8% | 31,967 | $1.7M |
| Compound Planning, Inc. | 0.08% | Add +192.4% | 31,922 | $1.7M |
| Journey Strategic Wealth LLC | 0.06% | Add +2.8% | 31,753 | $1.7M |
| Concorde Asset Management, LLC | 0.87% | Add +9.8% | 31,656 | $1.7M |
| HSBC Holdings PLC | 0.00% | Add +13.0% | 31,081 | $1.6M |
| Seldon Capital LP | 0.67% | No change | 31,000 | $1.6M |
| Weil Company, Inc. | 0.55% | Reduce -7.4% | 30,464 | $1.6M |
| Creative Financial Designs Inc. | 0.13% | Add +27.0% | 30,195 | $1.6M |
| Keybank National Association | 0.01% | Add +19.8% | 30,051 | $1.6M |
| Neumann Capital Management, LLC | 0.52% | No change | 29,785 | $1.6M |
| Koshinski Asset Management, Inc. | 0.13% | New | 29,382 | $1.5M |
| Sagace Wealth Management LLC | 1.14% | Reduce -25.6% | 28,906 | $1.5M |
| G&S Capital LLC | 0.62% | Add +15.5% | 28,706 | $1.5M |
| Raleigh Capital Management Inc. | 0.57% | Add +4.7% | 28,265 | $1.5M |
| Ascent Group, LLC | 0.11% | Reduce -11.9% | 28,242 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +28.0% | 27,906 | $1.5M |
| Windward Private Wealth Management Inc. | 0.56% | Reduce -4.6% | 27,445 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.3% | 27,164 | $1.4M |
| American State Bank (Iowa) | 0.84% | No change | 26,427 | $1.4M |
| Cooper Financial Group | 0.17% | Add +29.4% | 26,390 | $1.4M |
| LVW Advisors, LLC | 0.17% | Add +1.1% | 26,374 | $1.4M |
| UNIVEST FINANCIAL Corp | 0.09% | Reduce -6.0% | 26,275 | $1.4M |
| Beam Wealth Advisors, Inc. | 0.44% | Add +9.6% | 26,232 | $1.4M |
| Addison Capital Co | 0.55% | Add +27.0% | 26,178 | $1.4M |
| Anchor Pointe Wealth Management, LLC | 1.79% | — | 26,218 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Add +12.6% | 26,163 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Reduce -8.6% | 25,911 | $1.4M |
| Hutchens & Kramer Investment Management Group, LLC | 0.74% | Add +5.8% | 25,853 | $1.4M |
| Transce3nd, LLC | 0.46% | — | 25,770 | $1.4M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -43.3% | 25,690 | $1.3M |
| Foundation Wealth Management, LLC\PA | 0.65% | — | 25,429 | $1.3M |
| Nicholas Hoffman & Company, LLC. | 0.05% | Reduce -2.9% | 25,374 | $1.3M |
| Legacy Wealth Asset Management, LLC | 0.36% | Add +452.0% | 25,355 | $1.3M |
| Tempus Wealth Planning, LLC | 0.40% | Add +8.4% | 25,253 | $1.3M |
| Fortress Wealth Management, Inc. | 0.64% | Reduce -4.2% | 25,052 | $1.3M |
| Aspire Private Capital, LLC | 0.32% | Add +14.1% | 24,901 | $1.3M |
| Catalina Capital Group, LLC | 0.43% | Add +3.5% | 24,679 | $1.3M |
| RDA Financial Network | 0.37% | Add +154.5% | 24,407 | $1.3M |
| FWG Investments, LLC. | 0.99% | Add +3.7% | 24,377 | $1.3M |
| Keel Point, LLC | 0.10% | Reduce -0.1% | 24,239 | $1.3M |
| Breakwater Capital Group | 0.25% | Reduce -0.2% | 23,834 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +4.3% | 23,729 | $1.2M |
| Falcon Wealth Planning | 0.14% | Reduce -6.4% | 23,584 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.3% | 23,190 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -1.3% | 23,156 | $1.2M |
| Beacon Financial Advisory LLC | 0.39% | Add +13.9% | 22,938 | $1.2M |
| Gilman Hill Asset Management, LLC | 0.21% | Add +225.3% | 22,814 | $1.2M |
| Mainstream Capital Management LLC | 0.84% | Reduce -1.8% | 22,757 | $1.2M |
| Investor's Fiduciary Advisor Network, LLC | 0.45% | — | 22,535 | $1.2M |
| Cullen Capital Management, LLC | 0.01% | New | 22,519 | $1.2M |
| Veracity Capital LLC | 0.43% | New | 22,444 | $1.2M |
| Patten Group, Inc. | 0.26% | Add +1.4% | 22,193 | $1.2M |
| WealthTrak Capital Management LLC | 0.98% | — | 21,980 | $1.2M |
| Mather Group, Llc. | 0.01% | Add +5.9% | 21,910 | $1.1M |
| Campion Asset Management | 0.87% | Reduce -0.1% | 21,845 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -33.4% | 21,690 | $1.1M |
| Independence Bank of Kentucky | 0.17% | Add +9.0% | 21,495 | $1.1M |
| Quadcap Wealth Management, LLC | 0.16% | Reduce -11.1% | 21,041 | $1.1M |
| AQR Capital Management | 0.00% | Add +21.0% | 21,031 | $1.1M |
| Westside Investment Management, Inc. | 0.23% | Reduce -0.2% | 20,968 | $1.1M |
| Atlantic Edge Private Wealth Management, LLC | 0.34% | Reduce -4.0% | 20,946 | $1.1M |
| Arcadia Wealth Management, LLC | 0.55% | Add +2.3% | 20,833 | $1.1M |
| Avantra Family Wealth, Inc. | 0.98% | — | 20,091 | $1.1M |
| Semmax Financial Advisors Inc. | 0.28% | Add +23.3% | 18,465 | $1.1M |
| Atlatl Advisers LLC | 0.61% | — | 19,951 | $1.0M |
| Absolute Capital Management, LLC | 0.58% | Add +10.2% | 19,945 | $1.0M |
| Clearstead Advisors, LLC | 0.02% | Add +13.8% | 19,866 | $1.0M |
| Axis Wealth Partners, LLC | 0.88% | — | 19,799 | $1.0M |
| JDH Wealth Management, LLC | 0.90% | — | 19,659 | $1.0M |
| Tobias Financial Advisors, Inc. | 0.20% | Add +2.0% | 19,417 | $1.0M |
| Arlington Capital Management, Inc. | 0.70% | Add +25.9% | 19,262 | $1.0M |
| Sound Income Strategies, LLC | 0.06% | Add +53.6% | 19,187 | $1.0M |
| Krilogy Financial LLC | 0.07% | Add +13.3% | 19,045 | $999K |
| Global Wealth Management Investment Advisory, Inc. | 0.20% | Reduce -0.2% | 18,930 | $993K |
| Arkadios Wealth Advisors | 0.05% | Add +33.5% | 18,883 | $991K |
| Latitude Advisors, LLC | 0.56% | Add +4.7% | 18,818 | $987K |
| Country Club Bank | 0.07% | No change | 18,715 | $980K |
| Private Trust Co. NA | 0.10% | Reduce -1.6% | 18,668 | $979K |
| Golden State Wealth Management, LLC | 0.15% | — | 18,635 | $978K |
| RHS Financial, LLC | 0.50% | Reduce -0.6% | 18,549 | $973K |
| Coldstream Capital Management Inc. | 0.02% | Add +2.2% | 18,530 | $972K |
| Mgo One Seven LLC | 0.04% | Reduce -26.0% | 18,212 | $956K |
| Resurgent Financial Advisors LLC | 0.56% | Add +27.7% | 18,176 | $954K |
| DAVENPORT & Co LLC | 0.01% | Add +1.2% | 17,855 | $937K |
| FSC Wealth Advisors, LLC | 0.60% | Add +37.0% | 17,839 | $936K |
| GC Wealth Management RIA, LLC | 0.16% | No change | 17,794 | $934K |
| LexAurum Advisors, LLC | 0.19% | Add +20.1% | 17,721 | $930K |
| Mycio Wealth Partners, LLC | 0.22% | Add +1.8% | 17,637 | $925K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +24.9% | 17,525 | $920K |
| Centaurus Financial, Inc. | 0.06% | Add +8.4% | 17,451 | $916K |
| Visionary Wealth Advisors | 0.05% | Reduce -4.7% | 17,442 | $915K |
| Vermillion & White Wealth Management Group, LLC | 0.67% | Add +0.4% | 17,430 | $915K |
| ARK & TLK Investments, LLC | 0.31% | No change | 17,273 | $906K |
| Fonville Wealth Management LLC | 0.30% | Reduce -0.6% | 17,129 | $899K |
| Lifeworks Advisors, LLC | 0.16% | Add +4.6% | 17,054 | $895K |
| Ascension Capital Advisors, Inc. | 0.38% | No change | 16,815 | $882K |
| StoneX Group Inc. | 0.05% | Add +28.7% | 16,805 | $882K |
| Sofi Wealth, LLC | 0.06% | New | 16,761 | $879K |
| Fiduciary Advisors, Inc. | 0.88% | — | 16,646 | $873K |
| Marcum Wealth, LLC | 0.08% | Add +5.0% | 16,603 | $871K |
| Accelerate Investment Advisors LLC | 0.75% | Add +22.9% | 16,296 | $855K |
| Rockingstone Advisors LLC | 0.37% | Reduce -35.6% | 16,040 | $842K |
| Aprio Wealth Management, LLC | 0.12% | Add +1.8% | 15,997 | $839K |
| Able Wealth Management LLC | 0.55% | Add +27.8% | 15,935 | $836K |
| Ameritas Advisory Services, LLC | 0.03% | Add +44.8% | 15,879 | $833K |
| VestGen Investment Management | 0.23% | Reduce -20.2% | 15,797 | $829K |
| Betterment LLC | 0.00% | Reduce -3.7% | 15,501 | $813K |
| Altfest L J & Co. Inc. | 0.10% | Add +4.0% | 15,470 | $812K |
| GFS Advisors, LLC | 0.12% | Reduce -0.3% | 15,336 | $805K |
| Edge Capital Group, LLC | 0.04% | Add +5.6% | 15,330 | $804K |
| Sierra Capital LLC | 0.09% | No change | 15,250 | $800K |
| O'Connor Financial Group LLC | 0.42% | Add +3.3% | 15,155 | $795K |
| Heritage Family Offices, LLP | 0.39% | Add +56.6% | 14,964 | $785K |
| Quest 10 Wealth Builders, Inc. | 0.78% | — | 14,956 | $785K |
| Alterna Wealth Management, Inc. | 0.66% | Reduce -4.3% | 14,928 | $783K |
| Luts & Greenleigh Group, Inc. | 0.77% | Add +2.5% | 14,781 | $776K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.1% | 14,726 | $773K |
| Aurelius Family Office LLC | 0.39% | — | 14,650 | $769K |
| Semus Wealth Partners LLC | 0.51% | Add +16.6% | 14,575 | $765K |
| InvesTrust | 0.21% | — | 14,520 | $761K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -16.5% | 14,421 | $757K |
| GGM Financial LLC | 0.80% | Add +1.3% | 14,346 | $753K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.2% | 14,046 | $737K |
| Opinicus Capital, Inc. | 0.62% | Add +0.3% | 13,992 | $734K |
| TRUE Private Wealth Advisors | 0.09% | Reduce -56.6% | 13,736 | $721K |
| SouthState Bank Corp | 0.05% | Reduce -45.0% | 13,577 | $712K |
| American Financial Advisors, LLC | 0.10% | Add +0.3% | 13,545 | $711K |
| Capasso Planning Partners LLC | 0.28% | Add +17.6% | 13,532 | $710K |
| Elios Financial Group Inc. | 0.33% | Add +15.0% | 13,464 | $706K |
| LGT Financial Advisors LLC | 1.56% | Add +12.1% | 13,409 | $704K |
| Stephens Inc. | 0.01% | No change | 13,358 | $701K |
| MSH Capital Advisors LLC | 0.22% | Add +14.3% | 13,321 | $699K |
| First Citizens Financial Corp | 0.38% | Reduce -4.3% | 13,192 | $692K |
| Asset Dedication, LLC | 0.05% | Reduce -2.6% | 13,111 | $688K |
| Hardin Capital Partners, LLC | 0.41% | Add +0.3% | 13,086 | $687K |
| Net Worth Advisory Group | 0.21% | Reduce -1.3% | 13,034 | $684K |
| Emergent Wealth Advisors, LLC | 0.49% | Add +9.9% | 12,993 | $682K |
| Madden Advisory Services, Inc. | 0.32% | Add +1.3% | 12,980 | $681K |
| Gallagher Fiduciary Advisors, LLC | 0.13% | Add +52.9% | 12,880 | $676K |
| Merriman Wealth Management, LLC | 0.03% | Reduce -85.2% | 12,870 | $675K |
| Western Wealth Management, LLC | 0.04% | Add +10.2% | 12,846 | $674K |
| Bridges Investment Management Inc. | 0.01% | No change | 12,827 | $673K |
| Lantern Wealth Advisors, LLC | 0.43% | Add +18.2% | 12,752 | $669K |
| Horan Securities, Inc. | 0.25% | Reduce -11.7% | 12,744 | $669K |
| Rialto Wealth Management, LLC | 0.22% | — | 12,695 | $666K |
| McMill Wealth Management | 0.27% | — | 12,677 | $665K |
| Factor Wealth Management LTD | 0.22% | — | 12,590 | $661K |
| Pines Wealth Management, LLC | 0.28% | — | 12,315 | $639K |
| Sound Financial Strategies Group, LLC | 0.53% | Reduce -8.8% | 12,098 | $635K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -12.0% | 12,094 | $635K |
| Midwest Heritage Bank, FSB | 0.29% | Reduce -18.5% | 12,060 | $633K |
| 25 LLC | 0.27% | Reduce -1.0% | 11,974 | $628K |
| Martin Worley Group | 0.39% | — | 11,917 | $625K |
| McAdam, LLC | 0.03% | New | 11,865 | $623K |
| Lido Advisors, LLC | 0.00% | Add +6.1% | 11,682 | $613K |
| Foster Group, Inc. | 0.02% | Reduce -1.5% | 11,520 | $604K |
| Magnus Financial Group LLC | 0.06% | Add +21.0% | 11,393 | $598K |
| JT Stratford LLC | 0.10% | Add +13.7% | 11,378 | $597K |
| First Citizens Asset Management, Inc. | 0.22% | Reduce -3.7% | 11,370 | $597K |
| Perennial Investment Advisors, LLC | 0.07% | Add +17.1% | 11,316 | $594K |
| Discipline Wealth Solutions, LLC | 0.27% | Reduce -7.4% | 11,152 | $585K |
| Manhattan West Asset Management, LLC | 0.16% | Add +3.0% | 11,125 | $584K |
| Caprock Group, LLC | 0.02% | Add +3.7% | 11,118 | $583K |
| Pinnacle Family Advisors, LLC | 0.28% | Add +105.3% | 10,991 | $577K |
| BWM Planning, LLC | 0.25% | Reduce -0.2% | 10,860 | $570K |
| First Commonwealth Financial Corp | 0.13% | Reduce -1.5% | 10,644 | $558K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -7.9% | 10,562 | $554K |
| Fulcrum Equity Management | 0.54% | Add +0.6% | 10,498 | $551K |
| Ariadne Wealth Management, LP | 0.25% | No change | 9,845 | $550K |
| Two West Capital Advisors LLC | 0.47% | Add +32.0% | 10,442 | $548K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -0.1% | 10,438 | $548K |
| Squire Investment Management Company, LLC | 0.24% | Reduce -22.3% | 10,423 | $547K |
| Toronto Dominion Bank | 0.00% | New | 10,332 | $542K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 10,307 | $541K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -18.3% | 10,288 | $540K |
| Turtle Creek Wealth Advisors, LLC | 0.12% | No change | 10,204 | $535K |
| Virtus Family Office LLC | 0.67% | Reduce -37.0% | 10,195 | $535K |
| Motive Wealth Advisors | 0.29% | No change | 10,175 | $534K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 10,153 | $533K |
| Samalin Investment Counsel, LLC | 0.23% | Reduce -9.4% | 10,129 | $531K |
| Mission Wealth Management, LP | 0.01% | Add +1.3% | 10,061 | $528K |
| Hemington Wealth Management | 0.13% | Add +0.1% | 10,056 | $527K |
| BNP Paribas Financial Markets | 0.00% | Add +134.7% | 10,037 | $527K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -5.1% | 10,012 | $525K |
| Conning Inc. | 0.02% | Reduce -21.2% | 9,932 | $521K |
| PUREfi Wealth, LLC | 0.50% | — | 9,795 | $514K |
| Cherry Tree Wealth Management, LLC | 0.13% | Reduce -2.0% | 9,669 | $507K |
| Evanson Asset Management, LLC | 0.03% | No change | 9,652 | $506K |
| Cornerstone Advisors Asset Management, LLC | 0.11% | No change | 9,640 | $506K |
| Fairvoy Private Wealth, LLC | 0.13% | — | 9,578 | $503K |
| Opal Wealth Advisors, LLC | 0.15% | New | 9,571 | $502K |
| WR Wealth Planners, LLC | 0.16% | Reduce -56.7% | 9,552 | $501K |
| AlTi Global, Inc. | 0.01% | No change | 9,442 | $495K |
| Oliver Lagore Vanvalin Investment Group | 0.13% | Add +5.8% | 9,428 | $495K |
| Naviter Wealth, LLC | 0.06% | New | 9,390 | $493K |
| Beacon Financial Group | 0.05% | Reduce -29.8% | 9,263 | $486K |
| FLP Wealth Management, LLC | 1.23% | — | 9,168 | $481K |
| Lodestone Wealth Management LLC | 0.24% | No change | 9,164 | $481K |
| NBT Bank, N.A. | 0.03% | Reduce -6.6% | 9,106 | $478K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -15.5% | 9,084 | $477K |
| Essex Bank | 0.12% | Add +7.3% | 9,014 | $473K |
| Hill Investment Group Partners, LLC | 0.06% | Reduce -53.8% | 9,004 | $472K |
| MIdWestOne Financial Group, Inc. | 0.07% | Reduce -5.9% | 8,919 | $468K |
| Lion Street Advisors, LLC | 0.15% | Add +42.1% | 8,906 | $467K |
| Herold Advisors, Inc. | 0.10% | Add +3.3% | 8,883 | $466K |
| Milestone Asset Management Group, LLC | 0.42% | — | 8,878 | $466K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +63.5% | 8,853 | $464K |
| Osborne Partners Capital Management, LLC | 0.03% | No change | 8,800 | $462K |
| Integrated Advisors Network LLC | 0.02% | Add +20.1% | 8,745 | $459K |
| Gilliland Jeter Wealth Management LLC | 0.15% | Add +40.0% | 8,515 | $447K |
| BCS Wealth Management | 0.11% | New | 8,492 | $446K |
| Flagstar Securities, Inc. | 0.11% | Add +3.0% | 8,480 | $445K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -43.6% | 8,422 | $442K |
| New World Advisors LLC | 0.11% | New | 8,333 | $437K |
| Prosperity Planning, Inc. | 0.20% | Add +2.8% | 8,315 | $436K |
| Old National Bancorp | 0.01% | New | 8,306 | $436K |
| Moors & Cabot, Inc. | 0.02% | New | 8,289 | $435K |
| Financial Perspectives, Inc | 0.15% | Add +3.4% | 8,288 | $435K |
| Fifth Third Securities, Inc. | 0.04% | Add +8.3% | 8,270 | $434K |
| Family Firm, Inc. | 0.10% | Add +1.8% | 8,252 | $433K |
| Legacy Edge Advisors, LLC | 0.07% | Reduce -10.4% | 8,264 | $433K |
| Quarry Hill Advisors, LLC | 0.29% | No change | 8,209 | $431K |
| Argent Trust Co | 0.02% | Reduce -0.1% | 8,165 | $428K |
| Ewa, LLC | 0.16% | Reduce -96.5% | 8,111 | $426K |
| Sachetta, LLC | 0.17% | Add +24.4% | 8,083 | $424K |
| Michels Family Financial, LLC | 0.39% | — | 8,080 | $424K |
| New Republic Capital, LLC | 0.28% | Add +12.5% | 8,069 | $423K |
| Continuum Advisory, LLC | 0.05% | Add +1.3% | 8,019 | $421K |
| Tranquility Partners, LLC | 0.16% | No change | 7,994 | $419K |
| Raffa Wealth Management, LLC | 0.10% | Add +1.2% | 7,937 | $416K |
| Harbour Capital Advisors, LLC | 0.09% | Reduce -4.0% | 7,879 | $414K |
| REAP Financial Group, LLC | 0.10% | Reduce -5.9% | 7,806 | $410K |
| Red Tortoise LLC | 0.21% | Add +1.8% | 7,795 | $409K |
| Curi Capital, LLC | 0.01% | Reduce -3.1% | 7,776 | $408K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -17.4% | 7,773 | $408K |
| Citizens Business Bank | 0.10% | No change | 7,756 | $407K |
| Carlson Capital Management | 0.02% | No change | 7,720 | $405K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -1.8% | 7,700 | $404K |
| Center for Financial Planning, Inc. | 0.05% | No change | 7,611 | $399K |
| Claris Advisors, LLC / Mo / | 0.15% | Reduce -8.9% | 7,600 | $399K |
| Per Stirling Capital Management, LLC. | 0.06% | Reduce -19.3% | 7,598 | $399K |
| Cary Street Partners Investment Advisory LLC | 0.26% | Reduce -97.1% | 7,588 | $398K |
| Glass Jacobson Investment Advisors llc | 0.13% | Add +3.9% | 7,585 | $398K |
| Lord & Richards Wealth Management, LLC | 0.84% | — | 7,571 | $397K |
| Pinnacle Bancorp, Inc. | 0.13% | Add +0.4% | 7,471 | $392K |
| Palisade Asset Management, LLC | 0.04% | Reduce -0.4% | 7,470 | $392K |
| Leisure Capital Management | 0.15% | New | 7,467 | $392K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -4.5% | 7,412 | $389K |
| Quartz Partners, LLC | 0.24% | Add +0.6% | 7,412 | $389K |
| Allegheny Financial Group | 0.10% | Add +40.4% | 7,409 | $389K |
| Wambolt & Associates, LLC | 0.12% | Reduce -14.0% | 7,376 | $387K |
| Aerodigm Wealth, LLC | 0.23% | Add +19.7% | 7,336 | $385K |
| Washington Trust Bank | 0.04% | New | 7,331 | $385K |
| Bessemer Group Inc. | 0.00% | Reduce -8.2% | 7,249 | $379K |
| Keystone Wealth Services, LLC | 0.10% | Reduce -41.3% | 7,214 | $379K |
| TrueWealth Advisors, LLC | 0.13% | Add +17.0% | 7,212 | $378K |
| CGN Advisors LLC | 0.04% | Reduce -12.9% | 7,183 | $377K |
| Lauterbach Financial Advisors, LLC | 0.23% | Add +11.2% | 7,146 | $375K |
| Two Sigma Securities, LLC | 0.07% | Reduce -68.8% | 7,126 | $374K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.5% | 7,077 | $373K |
| PBMares Wealth Management LLC | 0.08% | Add +2.5% | 7,090 | $372K |
| Freedom Investment Management, Inc. | 0.03% | Add +2.9% | 7,079 | $371K |
| Ascentis Wealth Management, LLC | 0.13% | Add +34.1% | 7,058 | $370K |
| Argent Advisors, Inc. | 0.14% | Add +2.5% | 7,042 | $370K |
| Integral Investment Advisors, Inc. | 0.12% | No change | 7,000 | $367K |
| Novus Advisors, LLC | 0.36% | — | 6,969 | $366K |
| Midwest Capital Advisors, LLC | 0.27% | — | 6,960 | $365K |
| MainStreet Investment Advisors LLC | 0.05% | No change | 6,938 | $364K |
| Ritter Daniher Financial Advisory LLC / DE | 0.10% | No change | 6,923 | $363K |
| Squarepoint Ops LLC | 0.00% | New | 6,894 | $362K |
| Fermata Advisors, LLC | 0.07% | No change | 6,861 | $360K |
| Lloyd Advisory Services, LLC. | 0.17% | Add +1.5% | 6,850 | $359K |
| DGS Capital Management, LLC | 0.09% | Reduce -5.5% | 6,794 | $356K |
| Kovack Advisors, Inc. | 0.04% | Reduce -4.3% | 6,794 | $356K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -1.9% | 6,778 | $356K |
| CAP Partners, LLC | 0.25% | Reduce -1.8% | 6,708 | $352K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 6,693 | $351K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -1.9% | 6,649 | $349K |
| Parkworth Wealth Management, Inc. | 0.29% | — | 6,545 | $343K |
| Talisman Wealth Advisors LLC | 0.36% | Add +51.2% | 6,521 | $342K |
| Atlas Private Wealth Advisors | 0.05% | Add +1.5% | 6,509 | $342K |
| Northwest Bancshares, Inc. | 0.06% | Reduce -3.0% | 6,492 | $341K |
| Portside Wealth Group, LLC | 0.06% | Add +20.0% | 6,480 | $340K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -11.9% | 6,471 | $340K |
| Hobart Private Capital, LLC | 0.08% | Reduce -9.4% | 6,431 | $337K |
| Hippocratic Financial Advisors, LLC | 0.23% | — | 6,397 | $336K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -4.7% | 6,388 | $335K |
| Empirical Asset Management, LLC | 0.11% | Add +21.6% | 6,383 | $335K |
| Sunbelt Securities, Inc. | 0.03% | No change | 6,393 | $335K |
| Simplicity Wealth,LLC | 0.07% | Reduce -95.9% | 6,373 | $334K |
| Citizens Financial Group Inc. | 0.01% | Add +45.2% | 6,335 | $332K |
| Partners Capital Investment Group, LLP | 0.01% | Reduce -50.0% | 6,324 | $332K |
| Wedmont Private Capital | 0.02% | Add +0.3% | 6,395 | $332K |
| Rehmann Capital Advisory Group | 0.02% | Add +19.4% | 6,248 | $328K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +23.9% | 6,230 | $327K |
| Shotwell Rutter Baer Inc | 0.27% | Add +2.9% | 6,267 | $325K |
| Freestone Capital Holdings, LLC | 0.01% | Add +19.3% | 6,190 | $325K |
| Copia Wealth Management | 0.31% | — | 6,159 | $323K |
| Essex Financial Services, Inc. | 0.02% | Add +8.3% | 6,143 | $322K |
| Flputnam Investment Management Co. | 0.01% | Reduce -40.8% | 6,117 | $321K |
| Trust Point Inc. | 0.02% | New | 6,105 | $320K |
| Bordeaux Wealth Advisors LLC | 0.05% | Reduce -0.3% | 6,057 | $318K |
| Decker Retirement Planning Inc. | 0.18% | — | 6,013 | $316K |
| Valmark Advisers, Inc. | 0.00% | Reduce -5.0% | 6,009 | $315K |
| Aaron Wealth Advisors LLC | 0.04% | Add +1.8% | 5,987 | $314K |
| Tanglewood Wealth Management, Inc. | 0.04% | Reduce -0.3% | 5,972 | $313K |
| Wharton Business Group, LLC | 0.01% | No change | 5,960 | $313K |
| Forum Financial Management, LP | 0.01% | Add +2.1% | 5,933 | $311K |
| Hilltop National Bank | 0.09% | No change | 5,850 | $307K |
| Savvy Advisors, Inc. | 0.04% | Add +0.5% | 5,836 | $306K |
| Belpointe Asset Management LLC | 0.02% | Add +10.9% | 5,350 | $303K |
| Capstone Wealth Management, LLC | 0.30% | — | 5,769 | $303K |
| Dopkins Wealth Management, LLC | 0.15% | Add +6.1% | 5,764 | $302K |
| Wealthfront Advisers LLC | 0.00% | Reduce -11.8% | 5,702 | $299K |
| Blue Oak Capital, LLC | 0.18% | — | 5,698 | $299K |
| XML Financial, LLC | 0.03% | Add +1.8% | 5,671 | $298K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -0.1% | 5,631 | $295K |
| Fortis Capital Advisors, LLC | 0.10% | Add +7.3% | 5,174 | $294K |
| Summit Financial, LLC | 0.01% | New | 5,555 | $291K |
| Cape Investment Advisory, Inc. | 0.11% | Reduce -3.4% | 5,554 | $291K |
| National Bank of Canada | 0.00% | Reduce -5.4% | 5,540 | $291K |
| Boston Financial Mangement LLC | 0.01% | No change | 5,518 | $290K |
| Advyzon Investment Management, LLC | 0.11% | — | 5,485 | $288K |
| Financial Counselors Inc. | 0.00% | Reduce -19.1% | 5,465 | $287K |
| Marco Investment Management LLC | 0.02% | No change | 5,417 | $284K |
| Intelligence Driven Advisers, LLC | 0.05% | No change | 5,414 | $284K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,404 | $284K |
| Opes Wealth Management LLC | 0.06% | Reduce -0.9% | 5,391 | $283K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -5.0% | 5,355 | $281K |
| Brighton Jones LLC | 0.01% | New | 5,352 | $281K |
| SMART Wealth LLC | 0.10% | Add +43.4% | 5,338 | $280K |
| Milestone Investment Advisors LLC | 0.08% | Reduce -7.0% | 5,320 | $279K |
| James J. Burns & Company, LLC | 0.05% | Reduce -0.1% | 5,330 | $279K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 5,262 | $276K |
| Well Done, LLC | 0.05% | No change | 4,795 | $276K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -2.0% | 5,278 | $274K |
| Wrapmanager Inc. | 0.07% | Reduce -11.5% | 5,217 | $274K |
| GatePass Capital, LLC | 0.30% | — | 5,210 | $273K |
| Sage Mountain Advisors LLC | 0.02% | No change | 5,199 | $273K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.7% | 5,174 | $271K |
| American Trust | 0.02% | New | 5,143 | $270K |
| Kelly Financial Group LLC | 0.10% | — | 5,138 | $270K |
| Index Fund Advisors, Inc. | 0.01% | Add +0.4% | 5,128 | $269K |
| Uptick Partners, LLC | 0.10% | Reduce -22.0% | 5,125 | $269K |
| Coppell Advisory Solutions LLC | 0.04% | Add +48.9% | 5,064 | $265K |
| Marino, Stram & Associates LLC | 0.06% | Add +3.6% | 5,011 | $263K |
| Western Financial Corp | 0.14% | Reduce -34.0% | 4,971 | $261K |
| Bridge Generations Wealth Management LLC | 0.17% | — | 4,961 | $260K |
| Eagle Strategies LLC | 0.04% | Add +14.6% | 4,959 | $260K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +11.8% | 4,942 | $259K |
| Avior Wealth Management, LLC | 0.01% | Add +5.0% | 4,936 | $259K |
| W.H. Cornerstone Investments Inc. | 0.17% | Add +0.8% | 4,924 | $258K |
| Waldron Private Wealth LLC | 0.01% | Add +1.2% | 4,916 | $258K |
| Axim Planning & Wealth | 0.27% | Add +33.9% | 4,870 | $256K |
| Operose Advisors LLC | 0.09% | Add +60.3% | 4,808 | $252K |
| International Assets Investment Management, LLC | 0.02% | New | 4,812 | $252K |
| MAI Capital Management | 0.00% | New | 4,745 | $249K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -16.0% | 4,713 | $247K |
| One Capital Management, LLC | 0.01% | Reduce -5.4% | 4,690 | $246K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -93.8% | 4,676 | $245K |
| Total Wealth Planning, LLC | 0.04% | No change | 4,675 | $245K |
| Hirtle & Co., LLC | 0.01% | No change | 4,662 | $245K |
| TKG Advisors, LLC | 0.11% | Reduce -0.7% | 4,486 | $244K |
| QRG Capital Management, Inc. | 0.00% | Add +1.3% | 4,655 | $244K |
| Capital A Wealth Management, LLC | 0.40% | — | 4,643 | $244K |
| Team Hewins, LLC | 0.09% | Reduce -2.1% | 4,595 | $241K |
| Cambridge Financial Group, LLC | 0.10% | Add +10.2% | 4,589 | $241K |
| Canandaigua National Bank & Trust Co. | 0.02% | Reduce -16.4% | 4,574 | $240K |
| HUB Investment Partners, LLC | 0.01% | New | 4,572 | $240K |
| Sachem Hill LLC | 0.05% | Add +0.0% | 4,525 | $237K |
| Novem Group | 0.04% | — | 4,493 | $236K |
| Ascentis Independent Advisors | 0.04% | Reduce -24.7% | 4,479 | $235K |
| SOA Wealth Advisors, LLC. | 0.04% | Reduce -4.5% | 4,456 | $234K |
| Elevation Wealth Partners, LLC | 0.10% | Add +1.8% | 4,440 | $233K |
| Allegiance Financial Group Advisory Services LLC | 0.08% | No change | 4,439 | $233K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +5.9% | 4,419 | $232K |
| Unionview, LLC | 0.17% | Add +0.8% | 4,312 | $226K |
| Global Financial Private Client, LLC | 0.08% | Add +2.1% | 4,294 | $225K |
| Ameriflex Group, Inc. | 0.10% | — | 4,034 | $221K |
| Frontier Asset Management, LLC | 0.07% | Reduce -3.8% | 4,213 | $221K |
| SFI Advisors, LLC | 0.16% | New | 4,211 | $221K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -10.6% | 4,208 | $221K |
| Howe & Rusling Inc. | 0.02% | Add +10151.2% | 4,203 | $221K |
| Regions Financial Corp. | 0.00% | Reduce -15.0% | 4,200 | $220K |
| Bridgewealth Advisory Group, LLC | 0.06% | Add +5.1% | 3,870 | $220K |
| Criterion Capital Advisors, LLC | 0.14% | No change | 4,135 | $219K |
| Catalyst Financial Partners LLC | 0.04% | Add +18.6% | 4,153 | $218K |
| Fortis Advisors, LLC | 0.14% | Add +15.7% | 4,151 | $218K |
| Arlington Trust Co LLC | 0.05% | No change | 4,114 | $216K |
| Good Life Advisors, LLC | 0.02% | Reduce -49.1% | 4,113 | $216K |
| Pointe Capital Management LLC | 0.12% | Add +1.4% | 4,046 | $212K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -31.5% | 4,018 | $211K |
| Madison Wealth Partners, Inc | 0.06% | No change | 4,013 | $211K |
| Comprehensive Money Management Services LLC | 0.17% | — | 4,005 | $210K |
| Stokes Family Office, LLC | 0.02% | Reduce -2.2% | 3,931 | $206K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +150.6% | 3,917 | $206K |
| Versant Capital Management, Inc | 0.04% | No change | 3,905 | $205K |
| Mosaic Advisors LLC | 0.24% | New | 3,841 | $202K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -2.3% | 3,811 | $200K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +3.2% | 3,697 | $196K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +1.4% | 3,573 | $187K |
| Stonebridge Financial Group, LLC | 0.02% | — | 3,449 | $181K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Add +0.4% | 3,344 | $175K |
| Parallel Advisors, LLC | 0.00% | Add +8.9% | 3,286 | $172K |
| Bristlecone Advisors, LLC | 0.01% | No change | 3,241 | $170K |
| Rosenberg Matthew Hamilton | 0.04% | Add +2.8% | 2,953 | $155K |
| Horizon Bancorp Inc. | 0.07% | Add +9.4% | 2,925 | $154K |
| Aventura Private Wealth, LLC | 0.08% | — | 2,908 | $153K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -15.2% | 2,873 | $151K |
| Urban Financial Advisory Corp | 0.08% | Add +1.8% | 2,788 | $146K |
| Oarsman Capital, Inc. | 0.03% | Reduce -17.7% | 2,741 | $144K |
| Pineridge Advisors LLC | 0.05% | Reduce -13.4% | 2,639 | $138K |
| Quadrant Capital Group LLC | 0.01% | Reduce -3.7% | 2,625 | $138K |
| Barclays PLC | 0.00% | Add +193.8% | 2,615 | $137K |
| MeadowBrook Investment Advisors LLC | 0.12% | New | 2,495 | $131K |
| Balentine LLC | 0.01% | No change | 2,462 | $129K |
| Cassady Schiller Wealth Management, LLC | 0.05% | No change | 2,392 | $126K |
| Zions Bancorporation, N.A. | 0.01% | No change | 2,362 | $124K |
| S.A. Mason LLC | 0.06% | No change | 2,291 | $120K |
| Rothschild Investment LLC | 0.01% | No change | 2,257 | $118K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,212 | $116K |
| Arax Advisory Partners | 0.01% | Add +262.5% | 2,128 | $112K |
| JDM Financial Group LLC | 0.06% | Add +653.8% | 2,088 | $110K |
| Logan Capital Management Inc. | 0.00% | No change | 2,086 | $109K |
| MCF Advisors LLC | 0.01% | Add +7296.4% | 2,071 | $109K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,985 | $104K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,972 | $103K |
| Element Wealth, LLC | 0.05% | Add +180.6% | 1,933 | $101K |
| Founders Financial Alliance, LLC | 0.03% | Add +0.3% | 1,925 | $101K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 1,909 | $100K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,838 | $96K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +96.2% | 1,764 | $93K |
| Financial Gravity Companies, Inc. | 0.02% | Reduce -4.0% | 1,627 | $85K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -10.5% | 1,445 | $79K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,478 | $78K |
| GAMMA Investing LLC | 0.01% | No change | 1,472 | $77K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,457 | $76K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +5.0% | 1,452 | $76K |
| LRI Investments, LLC | 0.01% | No change | 1,429 | $75K |
| High Note Wealth, LLC | 0.02% | New | 1,397 | $73K |
| Tsfg, LLC | 0.01% | No change | 1,350 | $71K |
| Highline Wealth Partners LLC | 0.02% | Add +0.7% | 1,336 | $70K |
| Navigoe, LLC | 0.07% | — | 1,348 | $70K |
| Matrix Private Capital Group LLC | 0.04% | No change | 1,322 | $69K |
| Tucker Asset Management LLC | 0.02% | Add +23.2% | 1,305 | $68K |
| Bellwether Advisors, LLC | 0.01% | New | 1,244 | $65K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +3.9% | 1,193 | $63K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.6% | 1,127 | $59K |
| Franklin Resources Inc. | 0.00% | Reduce -80.8% | 1,120 | $59K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,089 | $57K |
| JFS Wealth Advisors, LLC | 0.00% | Add +9.5% | 1,033 | $54K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 1,011 | $53K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 916 | $50K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | No change | 954 | $50K |
| PSI Advisors, LLC | 0.01% | Add +1025.3% | 934 | $49K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 923 | $48K |
| Russell Investments Group, Ltd. | 0.00% | No change | 907 | $48K |
| Beacon Capital Management, LLC | 0.01% | Add +12.5% | 881 | $46K |
| Ballast Advisors LLC | 0.01% | No change | 838 | $44K |
| JNBA Financial Advisors | 0.00% | New | 802 | $42K |
| Powell Investment Advisors, LLC | 0.02% | Add +1.7% | 773 | $41K |
| Wagner Wealth Management, LLC | 0.01% | New | 753 | $40K |
| Sandy Spring Bank | 0.00% | No change | 719 | $38K |
| Cedar Mountain Advisors, LLC | 0.01% | New | 666 | $35K |
| Tompkins Financial Corp. | 0.00% | Add +2.4% | 653 | $34K |
| Salem Investment Counselors Inc. | 0.00% | Add +1.7% | 649 | $34K |
| Phillips Financial Management, LLC | 0.00% | Add +0.2% | 621 | $33K |
| Legacy Bridge, LLC | 0.01% | No change | 525 | $28K |
| Rogco, LP | 0.01% | No change | 499 | $26K |
| Addison Advisors LLC | 0.01% | No change | 472 | $25K |
| Wells Financial Advisors INC | 0.03% | Reduce -29.9% | 465 | $24K |
| Caldwell Trust Co | 0.00% | Add +33.5% | 434 | $23K |
| Private Capital Management LLC | 0.00% | No change | 429 | $23K |
| Richardson Capital Management LLC | 0.01% | Add +0.7% | 426 | $22K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +28.5% | 424 | $22K |
| Abound Wealth Management | 0.01% | Add +27.8% | 414 | $22K |
| Perkins Coie Trust Co | 0.00% | New | 400 | $21K |
| Signaturefd, LLC | 0.00% | Reduce -33.2% | 380 | $20K |
| Oakworth Capital, Inc. | 0.00% | No change | 378 | $20K |
| CVA Family Office, LLC | 0.00% | Add +1.6% | 376 | $20K |
| Concord Wealth Partners | 0.00% | No change | 376 | $20K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 371 | $19K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 363 | $19K |
| Ogorek Anthony Joseph /NY/ | 0.01% | New | 346 | $18K |
| Financial Freedom, LLC | 0.01% | No change | 330 | $17K |
| Chesapeake Asset Management LLC | 0.02% | No change | 325 | $17K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 314 | $16K |
| Toth Financial Advisory Corp. | 0.00% | No change | 306 | $16K |
| 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 |
| Hurley Capital, LLC | 0.01% | — | 299 | $16K |
| Archer Investment Corp | 0.00% | Add +27.0% | 296 | $16K |
| CGC Financial Services, LLC | 0.01% | No change | 280 | $15K |
| Clearstead Trust, LLC | 0.00% | No change | 254 | $13K |
| Bogart Wealth, LLC | 0.00% | No change | 250 | $13K |
| EPG Wealth Management LLC | 0.00% | No change | 245 | $13K |
| Stephens Consulting, LLC | 0.00% | New | 233 | $12K |
| Park Place Capital Corp | 0.00% | Reduce -70.4% | 230 | $12K |
| Avion Wealth | 0.00% | Add +1.7% | 235 | $12K |
| Synergy Asset Management, LLC | 0.00% | New | 207 | $12K |
| Human Investing LLC | 0.00% | New | 217 | $11K |
| Mendota Financial Group, LLC | 0.01% | New | 212 | $11K |
| Kozak & Associates, Inc. | 0.00% | New | 210 | $11K |
| Smithfield Trust Co | 0.00% | No change | 183 | $10K |
| Simplex Trading, LLC | 0.00% | New | 209 | $10K |
| Hantz Financial Services, Inc. | 0.00% | New | 188 | $10K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 190 | $10K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -76.3% | 183 | $10K |
| Paladin Advisory Group, LLC | 0.01% | No change | 178 | $9K |
| Grand Wealth Management, LLC | 0.01% | Reduce -9.6% | 178 | $9K |
| Reyes Financial Architecture, Inc. | 0.01% | — | 174 | $9K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 150 | $9K |
| Evermay Wealth Management LLC | 0.00% | No change | 159 | $8K |
| New Millennium Group LLC | 0.00% | Add +177.2% | 158 | $8K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 150 | $8K |
| Park Square Financial Group, LLC | 0.01% | — | 146 | $8K |
| Luminist Capital LLC | 0.01% | — | 133 | $7K |
| Dunhill Financial, LLC | 0.00% | Add +1.6% | 131 | $7K |
| Realta Investment Advisors | 0.00% | Add +1.6% | 130 | $7K |
| Fairman Group, LLC | 0.01% | Add +0.8% | 128 | $7K |
| Trust Co | 0.00% | No change | 128 | $7K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 116 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 108 | $6K |
| UMB Bank, n.a. | 0.00% | No change | 107 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | New | 102 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 104 | $5K |
| Disciplina Capital Management LLC | 0.00% | Add +1.1% | 94 | $5K |
| Legacy Investment Solutions, LLC | 0.00% | No change | 85 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 85 | $5K |
| Caitlin John, LLC | 0.00% | No change | 87 | $5K |
| Sittner & Nelson, LLC | 0.00% | No change | 84 | $4K |
| City Holding Co. | 0.00% | No change | 84 | $4K |
| Roxbury Financial LLC | 0.00% | — | 78 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 77 | $4K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 72 | $4K |
| IAG Wealth Partners, LLC | 0.00% | New | 67 | $4K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -81.0% | 66 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 65 | $3K |
| Community Bank, N.A. | 0.00% | New | 62 | $3K |
| Transcendent Capital Group LLC | 0.00% | Reduce -84.9% | 61 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | New | 60 | $3K |
| McClarren Financial Advisors, Inc. | 0.01% | New | 59 | $3K |
| Mascoma Wealth Management LLC | 0.00% | No change | 52 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 50 | $3K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 50 | $3K |
| Hoese & Co LLP | 0.00% | No change | 48 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 47 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 47 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 45 | $2K |
| Bray Capital Advisors | 0.00% | No change | 45 | $2K |
| Burkett Financial Services, LLC | 0.00% | No change | 41 | $2K |
| McIlrath & Eck, LLC | 0.00% | Reduce -87.8% | 40 | $2K |
| Lanark Financial, Inc. | 0.18% | — | 36 | $2K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 36 | $2K |
| Pillar Financial Advisors, LLC | 0.00% | — | 35 | $2K |
| Colonial Trust Advisors | 0.00% | New | 35 | $2K |
| Country Trust Bank | 0.00% | No change | 30 | $2K |
| Motco | 0.00% | No change | 29 | $2K |
| Salomon & Ludwin, LLC | 0.00% | New | 29 | $2K |
| FPC Investment Advisory, Inc. | 0.00% | No change | 27 | $1K |
| Heck Capital Advisors, LLC | 0.00% | No change | 27 | $1K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 27 | $1K |
| Affinity Wealth LLC | 0.00% | — | 26 | $1K |
| Global Trust Asset Management, LLC | 0.00% | No change | 25 | $1K |
| SYM FINANCIAL Corp | 0.00% | New | 23 | $1K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 21 | $1K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 17 | $892 |
| Bangor Savings Bank | 0.00% | Reduce -96.9% | 16 | $840 |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 13 | $682 |
| Front Row Advisors LLC | 0.00% | No change | 8 | $420 |
| BankPlus Trust Department | 0.00% | — | 6 | $315 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $53 |
"% 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.