iShares MSCI Emr MRK Ex ChnaEMXCETF
13F holders, Q1 2024 (March 31)755holders
3famous investors
$57.56avg. 13F price*
At the end of Q1 2024, 755 institutions reported holding iShares MSCI Emr MRK Ex Chna (EMXC) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($1.1B), Bank of America Corp. ($1.0B) and JPMorgan Chase & Co. ($529.6M). 3 famous investors held it, including George Soros (1.4% of Soros Fund Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI Emr MRK Ex Chna
- CUSIP
- 46434G764
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 138 | $356.4M |
| Exits | 31 | $43.9M |
Ownership 755 holders
| Envestnet Asset Management Inc. | 0.40% | Add +95.8% | 18,591,796 | $1.1B |
| Bank of America Corp. | 0.10% | Add +32.3% | 17,518,680 | $1.0B |
| JPMorgan Chase & Co. | 0.05% | Add +31.0% | 9,199,245 | $529.6M |
| Bank of New York Mellon Corp | 0.10% | Add +22.7% | 8,875,287 | $511.0M |
| Northern Trust Corp. | 0.07% | Add +27.8% | 6,530,463 | $376.0M |
| Morgan Stanley | 0.03% | Add +68.2% | 5,671,803 | $326.5M |
| Jane Street Group, LLC | 0.42% | Add +293.7% | 5,636,398 | $324.5M |
| LPL Financial LLC | 0.17% | Add +108.5% | 5,458,323 | $314.2M |
| Partners Capital Investment Group, LLP | 9.13% | Reduce -44.6% | 5,300,526 | $305.2M |
| Ameriprise Financial Inc. | 0.08% | Add +72.0% | 5,223,783 | $300.1M |
| Richard Bernstein Advisors LLC | 6.23% | Add +58.2% | 5,042,057 | $290.3M |
| Menora Mivtachim Holdings LTD. | 1.89% | Reduce -2.0% | 4,381,952 | $252.3M |
| US Bancorp \de | 0.31% | Add +53.5% | 3,854,349 | $221.9M |
| Northwestern Mutual Wealth Management Co. | 0.21% | Add +5.9% | 3,534,176 | $203.5M |
| BlackRock Inc. | 0.00% | Add +53.5% | 3,404,914 | $196.0M |
| Citigroup Inc. | 0.17% | Add +134.6% | 2,673,119 | $153.9M |
| Envestnet Portfolio Solutions, Inc. | 0.53% | Add +107.4% | 2,437,406 | $140.3M |
| Cwm, LLC | 0.65% | Add +61.8% | 2,324,805 | $133.8M |
| UBS Group AG | 0.04% | Add +36.7% | 2,235,363 | $128.7M |
| Tiaa Trust, National Association | 0.35% | Add +54.4% | 1,986,339 | $114.4M |
| Park Avenue Securities LLC | 1.36% | Add +92.0% | 1,823,466 | $105.0M |
| Wells Fargo & Company | 0.03% | Add +19.5% | 1,722,179 | $99.1M |
| Russell Investments Group, Ltd. | 0.14% | Reduce -11.7% | 1,535,056 | $88.4M |
| CENTRAL TRUST Co | 2.14% | Add +6.0% | 1,490,309 | $85.8M |
| Valmark Advisers, Inc. | 1.48% | Add +77.0% | 1,476,858 | $85.0M |
| MML Investors Services, LLC | 0.35% | Add +82.2% | 1,464,787 | $84.3M |
| Stifel Financial Corp. | 0.09% | Add +133.6% | 1,387,612 | $79.9M |
| Temasek Holdings (Private) Ltd | 0.44% | New | 1,376,700 | $79.3M |
| Composition Wealth, LLC | 1.99% | Add +1.1% | 1,376,292 | $79.2M |
| Permanens Capital L.P. | 8.74% | Add +133.9% | 1,235,628 | $71.1M |
| Janney Montgomery Scott LLC | 0.21% | Add +136.9% | 1,224,093 | $70.5M |
| Cetera Investment Advisers | 0.16% | Add +354.0% | 1,200,803 | $69.1M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +31.6% | 1,101,509 | $63.4M |
| HighTower Advisors, LLC | 0.10% | Add +8.5% | 1,046,860 | $60.3M |
| Thrivent Financial for Lutherans | 0.12% | Add +42.3% | 1,003,253 | $57.8M |
| Avidian Wealth Enterprises, LLC | 2.94% | Add +3500.9% | 955,851 | $55.0M |
| McKinley Carter Wealth Services, Inc. | 3.53% | Add +9.9% | 917,714 | $52.8M |
| Commonwealth Equity Services, LLC | 0.09% | Add +39.0% | 892,825 | $51.4M |
| Advocacy Wealth Management, LLC | 4.27% | Add +45.0% | 863,081 | $49.7M |
| United Services Automobile Association | 1.16% | Add +6.8% | 818,851 | $47.1M |
| Victory Capital Management Inc. | 0.05% | Add +6.8% | 818,851 | $47.1M |
| Aprio Wealth Management, LLC | 9.02% | Add +39.5% | 799,588 | $46.0M |
| Creative Planning | 0.05% | Add +14.1% | 771,590 | $44.4M |
| 1ST Source Bank | 2.49% | Add +21.5% | 745,171 | $42.9M |
| Mariner, LLC | 0.09% | Add +157.7% | 724,003 | $41.7M |
| Evoke Wealth, LLC | 1.24% | New | 723,649 | $41.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Add +260.1% | 656,345 | $37.8M |
| United Bank | 4.44% | Add +7.3% | 646,427 | $37.2M |
| Soros Fund Management | 1.44% | No change | 642,500 | $37.0M |
| OneDigital Investment Advisors LLC | 0.57% | Add +120.3% | 633,252 | $36.5M |
| Bank of Montreal | 0.01% | Add +602.1% | 629,540 | $36.2M |
| Royal Bank of Canada | 0.01% | Reduce -40.7% | 619,746 | $35.7M |
| Cambridge Trust Co. | 1.25% | Add +34755.3% | 575,112 | $33.1M |
| Baird Financial Group, Inc. | 0.07% | Add +3.6% | 574,823 | $33.1M |
| Federation des caisses Desjardins du Quebec | 0.24% | New | 573,538 | $33.0M |
| RiverFront Investment Group, LLC | 0.92% | Add +122.1% | 567,740 | $32.7M |
| Dynasty Wealth Management, LLC | 1.01% | — | 551,307 | $31.7M |
| Quotient Wealth Partners, LLC | 1.06% | Add +27.8% | 514,663 | $29.6M |
| Crestwood Advisors Group, LLC | 0.64% | Add +4.5% | 510,403 | $29.4M |
| JB Capital LLC | 1.91% | Add +101.4% | 498,012 | $28.7M |
| Harbour Investments, Inc. | 1.00% | Add +23.1% | 492,135 | $28.3M |
| PNC Financial Services Group, Inc. | 0.02% | Add +38.7% | 479,688 | $27.6M |
| United Capital Financial Advisors, LLC | 0.23% | Add +152.3% | 479,276 | $27.6M |
| Cullen/Frost Bankers, Inc. | 0.41% | Add +205.8% | 474,935 | $27.3M |
| Oppenheimer Asset Management Inc. | 0.39% | Reduce -9.4% | 457,143 | $26.3M |
| Susquehanna International Group Ltd. | 5.98% | Reduce -33.6% | 439,832 | $25.3M |
| Hancock Whitney Corp. | 0.85% | Add +8.2% | 429,332 | $24.7M |
| Schroder Investment Management Group | 0.03% | Add +805.2% | 421,988 | $24.3M |
| Anderson Hoagland & Co. | 2.65% | Add +30.1% | 409,824 | $23.6M |
| Curi Capital, LLC | 0.54% | New | 401,982 | $23.1M |
| Captrust Financial Advisors | 0.08% | Add +5.3% | 397,275 | $22.9M |
| W1M Asset Management Ltd | 1.74% | New | 395,848 | $22.8M |
| New Harbor Financial Group, LLC | 8.32% | Add +0.3% | 389,471 | $22.4M |
| Foundations Investment Advisors, LLC | 0.58% | Add +88.6% | 385,843 | $22.2M |
| Raymond James & Associates | 0.01% | Add +94.0% | 385,242 | $22.2M |
| Professional Advisory Services Inc. | 2.67% | Add +0.5% | 370,182 | $21.3M |
| Nomura Asset Management Co. Ltd. | 0.08% | Add +404.0% | 367,400 | $21.2M |
| Horizon Investments, LLC | 0.55% | Add +42510.8% | 366,453 | $21.1M |
| Prudential PLC | 0.17% | Add +352.7% | 357,890 | $20.6M |
| CKW Financial Group | 2.67% | Add +49.5% | 357,764 | $20.5M |
| Central Bank & Trust Co. | 2.87% | Add +164.8% | 350,239 | $20.2M |
| Artemis Wealth Advisors, LLC | 3.38% | Reduce -29.8% | 348,242 | $20.0M |
| NewEdge Advisors, LLC | 0.17% | Add +72.2% | 345,441 | $19.9M |
| Osaic Holdings, Inc. | 0.04% | Reduce -61.9% | 328,537 | $18.9M |
| GYL Financial Synergies, LLC | 1.48% | Add +2.4% | 327,962 | $18.9M |
| Strategic Investment Management, LLC | 14.06% | Reduce -7.0% | 324,390 | $18.3M |
| Parallel Advisors, LLC | 0.47% | Reduce -17.7% | 303,178 | $17.5M |
| Marietta Wealth Management, LLC | 2.80% | Add +3.8% | 294,798 | $17.0M |
| AE Wealth Management LLC | 0.18% | Reduce -17.5% | 280,134 | $16.1M |
| Scarborough Advisors, LLC | 7.41% | Add +46.8% | 278,116 | $16.0M |
| Parkside Investments, LLC | 2.52% | Add +12.7% | 276,290 | $15.9M |
| CreativeOne Wealth, LLC | 0.63% | Add +125.1% | 275,453 | $15.9M |
| Atria Investments, Inc | 0.21% | Add +94.1% | 260,508 | $15.0M |
| Sentinel Trust Co. Lba | 1.89% | New | 253,700 | $14.6M |
| New York Life Investment Management LLC | 0.15% | Add +116.6% | 253,664 | $14.6M |
| Seascape Capital Management | 5.36% | Add +23.8% | 250,331 | $14.4M |
| Integrated Wealth Concepts LLC | 0.21% | Add +41.6% | 250,163 | $14.4M |
| Riversedge Advisors, LLC | 3.54% | Add +14.4% | 249,525 | $14.4M |
| Agf Management Ltd. | 0.08% | Add +229.2% | 241,049 | $13.9M |
| Tradition Wealth Management, LLC | 1.39% | New | 238,626 | $13.7M |
| NorthRock Partners, LLC | 0.53% | Reduce -15.0% | 237,957 | $13.7M |
| Compton Financial Group, LLC | 4.52% | New | 233,235 | $13.4M |
| State of Wyoming | 2.21% | Add +0.9% | 230,873 | $13.3M |
| InterOcean Capital Group, LLC | 0.31% | Add +14.2% | 226,730 | $13.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -57.8% | 225,444 | $13.0M |
| Chicago Partners Investment Group LLC | 0.55% | Add +6.2% | 231,606 | $13.0M |
| Trail Ridge Investment Advisors, LLC | 7.33% | Add +53.8% | 224,990 | $13.0M |
| Trajan Wealth LLC | 0.85% | — | 219,342 | $12.6M |
| Wallington Asset Management, LLC | 1.97% | Reduce -0.0% | 218,730 | $12.6M |
| Corient Private Wealth LP | 0.02% | Reduce -0.5% | 218,268 | $12.6M |
| Pathstone Holdings, LLC | 0.06% | Add +3.1% | 217,078 | $12.5M |
| Icon Wealth Advisors, LLC | 1.16% | Add +60.6% | 216,532 | $12.5M |
| Atria Wealth Solutions, Inc. | 0.14% | Add +92.1% | 213,375 | $12.3M |
| Carr Financial Group Corp | 3.98% | New | 207,966 | $12.0M |
| Greenwood Gearhart LLC | 1.16% | Add +1.3% | 205,736 | $11.8M |
| Exencial Wealth Advisors, LLC | 0.44% | Add +0.6% | 203,273 | $11.7M |
| Atlantic Edge Private Wealth Management, LLC | 3.98% | Add +16.4% | 201,197 | $11.6M |
| Mutual of America Capital Management LLC | 0.12% | No change | 200,000 | $11.5M |
| Blue Trust, Inc. | 0.16% | Add +142.7% | 198,992 | $11.5M |
| Strategic Blueprint, LLC | 0.81% | Add +40.9% | 198,844 | $11.4M |
| Austin Private Wealth, LLC | 1.31% | Add +137.7% | 197,869 | $11.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +98.6% | 198,009 | $11.4M |
| Affinity Capital Advisors, LLC | 2.53% | Add +35.9% | 197,412 | $11.4M |
| REDW Wealth LLC | 3.05% | Add +5.3% | 196,346 | $11.3M |
| Nelson Capital Management, LLC | 2.12% | Add +103.1% | 192,569 | $11.1M |
| First Heartland Consultants, Inc. | 1.12% | Add +8.3% | 186,952 | $10.8M |
| Hirtle & Co., LLC | 0.53% | Add +311.5% | 186,271 | $10.7M |
| Townsend & Associates, Inc | 1.24% | Add +1.1% | 189,240 | $10.6M |
| Wealthcare Advisory Partners LLC | 0.35% | Add +0.5% | 183,586 | $10.6M |
| Madison Asset Management, LLC | 0.13% | Add +40.5% | 181,508 | $10.4M |
| Eagle Bluffs Wealth Management LLC | 6.40% | Add +2.3% | 179,216 | $10.3M |
| KM Capital Management Ltd. | 5.49% | Add +38.4% | 171,905 | $9.9M |
| Cardinal Strategic Wealth Guidance | 3.72% | Add +30.8% | 171,718 | $9.9M |
| Nottingham Advisors, Inc. | 1.20% | Add +45.6% | 170,981 | $9.8M |
| Ayalon Insurance Comp Ltd. | 3.09% | Add +1.0% | 161,544 | $9.3M |
| Prudential Financial Inc. | 0.01% | Add +23.3% | 160,601 | $9.2M |
| Regimen Wealth, LLC | 3.14% | Add +2438.3% | 157,299 | $9.1M |
| Truist Financial Corp. | 0.01% | Add +95.2% | 156,344 | $9.0M |
| Advance Capital Management, Inc. | 0.62% | New | 156,189 | $9.0M |
| CFS Investment Advisory Services, LLC | 1.49% | Add +244.2% | 153,741 | $8.9M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +99.3% | 153,456 | $8.8M |
| Orion Portfolio Solutions, LLC | 0.09% | Add +99.3% | 153,456 | $8.8M |
| Columbia Bank | 3.59% | — | 152,157 | $8.8M |
| FLC Capital Advisors | 2.14% | Add +8.6% | 147,162 | $8.5M |
| Valeo Financial Advisors, LLC | 0.30% | Add +6.9% | 148,966 | $8.3M |
| MAI Capital Management | 0.09% | Add +11.1% | 143,809 | $8.3M |
| Horst & Graben Wealth Management LLC | 1.68% | Add +166.2% | 143,684 | $8.3M |
| Retirement Planning Group, LLC | 0.63% | Add +4.2% | 143,684 | $8.3M |
| Stokes Family Office, LLC | 1.02% | Add +49.8% | 142,454 | $8.2M |
| Heck Capital Advisors, LLC | 1.23% | Reduce -0.6% | 139,964 | $8.1M |
| Marshall Financial Group, LLC | 2.30% | Add +6.7% | 138,912 | $8.0M |
| Arkansas Financial Group, Inc. | 1.39% | Add +6.4% | 137,464 | $7.9M |
| Financial Life Advisors | 3.29% | Add +13.3% | 136,741 | $7.9M |
| Stone House Investment Management, LLC | 1.80% | Add +172.1% | 132,891 | $7.7M |
| West Wealth Group, LLC | 2.81% | Add +127.0% | 131,918 | $7.6M |
| One Wealth Advisors, LLC | 1.31% | Add +75.2% | 130,959 | $7.5M |
| Ashton Thomas Private Wealth, LLC | 0.43% | Add +292.5% | 130,864 | $7.5M |
| Lake Street Private Wealth, LLC | 1.03% | Reduce -16.2% | 128,878 | $7.4M |
| Merit Financial Group, LLC | 0.18% | Add +126.0% | 128,337 | $7.4M |
| Citizens Business Bank | 1.54% | Reduce -0.5% | 128,155 | $7.4M |
| Lincoln National Corp. | 0.11% | Add +32.5% | 127,926 | $7.4M |
| Invst, LLC | 0.86% | Add +112.5% | 126,458 | $7.3M |
| Ewa, LLC | 3.26% | Add +2195.1% | 126,001 | $7.2M |
| Vestor Capital, LLC | 0.61% | Add +7.6% | 125,038 | $7.2M |
| Sierra Capital LLC | 0.92% | Add +106.2% | 122,481 | $7.1M |
| Hoylecohen, LLC | 0.54% | Add +8.3% | 121,808 | $7.0M |
| Perigon Wealth Management, LLC | 0.21% | Add +102.7% | 120,908 | $7.0M |
| Pettinga Financial Advisors LLC | 1.77% | Add +125.4% | 120,809 | $7.0M |
| Raelipskie Partnership | 3.95% | Add +8.2% | 120,414 | $6.9M |
| Oarsman Capital, Inc. | 1.65% | Add +16.2% | 120,213 | $6.9M |
| Trek Financial, LLC | 0.54% | Add +76.2% | 119,528 | $6.9M |
| Snowden Capital Advisors LLC | 0.22% | Add +48.1% | 118,977 | $6.8M |
| RFG Advisory, LLC | 0.23% | Add +90.5% | 117,886 | $6.8M |
| Wambolt & Associates, LLC | 2.03% | Add +101.7% | 117,759 | $6.8M |
| Avantax Advisory Services, Inc. | 0.06% | Add +92.9% | 117,336 | $6.8M |
| MBL Wealth, LLC | 0.76% | Add +5.1% | 116,633 | $6.7M |
| Credit Suisse AG/ | 0.01% | Add +28.9% | 115,895 | $6.7M |
| Wellington Management Group LLP | 0.00% | Add +28.9% | 115,895 | $6.7M |
| Pecaut & Co. | 2.49% | Add +1.5% | 115,801 | $6.7M |
| Graypoint LLC | 0.48% | Reduce -23.2% | 114,701 | $6.6M |
| McIlrath & Eck, LLC | 1.04% | Add +13.8% | 113,734 | $6.5M |
| SteelPeak Wealth, LLC | 0.34% | Add +173.0% | 113,660 | $6.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -0.8% | 112,913 | $6.5M |
| Driehaus Capital Management LLC | 0.06% | No change | 111,744 | $6.4M |
| Equitable Holdings, Inc. | 0.07% | Add +210.0% | 111,738 | $6.4M |
| Choreo, LLC | 0.17% | Add +7.9% | 111,674 | $6.4M |
| High Falls Advisors, Inc | 1.58% | Add +54.4% | 108,754 | $6.3M |
| Beam Wealth Advisors, Inc. | 3.76% | Add +2.9% | 108,723 | $6.3M |
| Monterey Private Wealth, Inc. | 2.49% | New | 107,821 | $6.2M |
| Pacific Sage Partners, LLC | 1.58% | Add +5.0% | 106,281 | $6.1M |
| Regions Financial Corp. | 0.05% | Add +8.3% | 106,074 | $6.1M |
| Almanack Investment Partners, LLC. | 1.01% | Add +7.7% | 103,099 | $5.9M |
| Alliancebernstein L.P. | 0.00% | Add +311.2% | 100,961 | $5.8M |
| Darwin Wealth Management, LLC | 1.59% | Reduce -7.6% | 99,393 | $5.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +32.9% | 97,526 | $5.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +681.6% | 97,525 | $5.6M |
| Peninsula Wealth, LLC | 1.11% | Add +174.5% | 96,400 | $5.5M |
| Courier Capital LLC | 0.40% | Add +11.3% | 95,002 | $5.5M |
| Dynamic Advisor Solutions LLC | 0.18% | Add +12.8% | 94,734 | $5.5M |
| Wealth Alliance, LLC | 0.71% | Add +88.4% | 93,362 | $5.4M |
| Ancora Advisors LLC | 0.12% | Add +32.3% | 92,595 | $5.3M |
| Sterling Investment Counsel, LLC | 2.46% | Add +3.3% | 92,560 | $5.3M |
| D.A. Davidson & Co. | 0.05% | Reduce -3.5% | 92,279 | $5.3M |
| ShoreHaven Wealth Partners, LLC | 2.92% | Add +37.8% | 92,087 | $5.3M |
| Summit X, LLC | 1.35% | Add +102.5% | 91,588 | $5.3M |
| Concourse Financial Group Securities, Inc. | 0.34% | Add +160.3% | 91,443 | $5.3M |
| Relyea Zuckerberg Hanson LLC | 0.91% | Add +42.9% | 90,532 | $5.2M |
| Private Advisor Group, LLC | 0.04% | Add +46.0% | 89,965 | $5.2M |
| Matthew Goff Investment Advisor, LLC | 1.04% | Add +10.5% | 89,643 | $5.2M |
| Clarity Asset Management, Inc. | 3.55% | Reduce -0.1% | 89,397 | $5.1M |
| New Potomac Partners, LLC | 2.77% | Reduce -0.6% | 86,595 | $5.0M |
| Fiduciary Alliance LLC | 0.87% | Reduce -1.3% | 85,995 | $4.9M |
| Swisher Financial Concepts, Inc. | 4.28% | Add +72.4% | 85,013 | $4.9M |
| Benedetti & Gucer, Inc. | 2.43% | Add +6.6% | 85,026 | $4.9M |
| Grey Ledge Advisors, LLC | 1.38% | Add +17.2% | 84,944 | $4.9M |
| Farther Finance Advisors, LLC | 0.30% | Add +148.8% | 84,830 | $4.9M |
| TSA Wealth Managment LLC | 2.05% | Add +107.5% | 81,583 | $4.7M |
| Keebeck Wealth Management | 0.69% | Add +47.4% | 81,273 | $4.7M |
| Kelly Financial Services LLC | 1.77% | Add +540.3% | 80,324 | $4.6M |
| Highview Capital Management LLC | 2.07% | Add +128.4% | 79,927 | $4.6M |
| Kraft, Davis & Associates, LLC | 1.38% | Add +2.2% | 79,305 | $4.6M |
| Keystone Financial Services | 2.00% | Add +85.3% | 79,453 | $4.6M |
| Physician Wealth Advisors, Inc. | 0.96% | Add +146.6% | 82,423 | $4.6M |
| Shelton Wealth Management, LLC | 2.83% | Reduce -8.9% | 78,093 | $4.5M |
| Private Advisory Group LLC | 0.64% | Add +10.3% | 77,426 | $4.5M |
| Montecito Bank & Trust | 0.87% | Reduce -3.7% | 75,903 | $4.4M |
| Means Investment Co., Inc. | 0.56% | Add +11.4% | 75,013 | $4.3M |
| Liberty Wealth Management LLC | 0.82% | Add +37.5% | 73,317 | $4.2M |
| Buckingham Strategic Wealth, LLC | 0.04% | Add +1.5% | 72,936 | $4.2M |
| Venturi Wealth Management, LLC | 0.27% | Add +526.6% | 72,625 | $4.2M |
| Transcend Capital Advisors, LLC | 0.33% | Add +63.8% | 71,779 | $4.1M |
| Plum Street Advisors, LLC | 2.07% | Add +26.1% | 66,828 | $4.1M |
| Vertex Planning Partners, LLC | 1.12% | Add +15.4% | 70,259 | $4.0M |
| Eley Financial Management, Inc | 1.74% | New | 70,167 | $4.0M |
| Brighton Jones LLC | 0.15% | Add +0.5% | 69,893 | $4.0M |
| SMI Advisory Services, LLC | 1.12% | New | 68,042 | $4.0M |
| Zhang Financial LLC | 0.29% | Add +123.4% | 68,968 | $4.0M |
| Detalus Advisors, LLC | 1.40% | Add +150.6% | 68,397 | $3.9M |
| Pekin Hardy Strauss, Inc. | 0.54% | Add +7.7% | 67,864 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +107.6% | 67,622 | $3.9M |
| PAX Financial Group, LLC | 0.77% | Add +230.4% | 66,456 | $3.8M |
| Ascent Group, LLC | 0.34% | Add +142.3% | 66,154 | $3.8M |
| Fortis Advisors, LLC | 2.54% | Reduce -0.1% | 65,841 | $3.8M |
| Colonial Trust Advisors | 0.37% | Reduce -1.3% | 64,519 | $3.7M |
| Legacy Financial Advisors, Inc. | 0.66% | Reduce -3.3% | 64,278 | $3.7M |
| Ehrlich Financial Group | 3.10% | Add +66.5% | 63,936 | $3.7M |
| Avid Wealth Partners LLC | 2.92% | Reduce -61.2% | 63,221 | $3.6M |
| SlateStone Wealth, LLC | 0.37% | New | 63,205 | $3.6M |
| First Trust Bank, Ltd. | 8.03% | No change | 62,300 | $3.6M |
| Quent Capital, LLC | 0.42% | Add +2.1% | 62,104 | $3.6M |
| Marshall Wace, LLP | 0.01% | Reduce -77.2% | 61,468 | $3.5M |
| LPWM LLC | 1.30% | Add +1.4% | 61,296 | $3.5M |
| BCGM Wealth Management, LLC | 1.25% | New | 60,521 | $3.5M |
| 5th Street Advisors, LLC | 1.97% | New | 60,241 | $3.5M |
| Intelligence Driven Advisers, LLC | 0.51% | New | 60,085 | $3.5M |
| Old National Bancorp | 0.08% | Add +46.8% | 59,835 | $3.4M |
| Advisory Services Network, LLC | 0.08% | Add +50.9% | 58,890 | $3.4M |
| WealthShield Partners, LLC | 0.55% | Add +65.3% | 58,567 | $3.4M |
| Dynamic Wealth Strategies, LLC | 2.86% | New | 58,214 | $3.4M |
| Cerity Partners LLC | 0.01% | Add +267.3% | 58,266 | $3.3M |
| Spectrum Wealth Counsel, LLC | 0.40% | Add +0.5% | 56,743 | $3.3M |
| WT Wealth Management | 1.13% | Add +3.6% | 55,061 | $3.2M |
| Brookstone Capital Management | 0.06% | New | 54,998 | $3.2M |
| Cora Capital Advisors LLC | 1.67% | Add +6.0% | 54,485 | $3.1M |
| Lake Street Advisors Group, LLC | 0.15% | Add +0.2% | 54,379 | $3.1M |
| Noble Family Wealth, LLC | 0.89% | Add +9.6% | 54,294 | $3.1M |
| SOL Capital Management CO | 0.39% | New | 53,965 | $3.1M |
| Rothschild Wealth LLC | 1.09% | — | 53,760 | $3.1M |
| One Wealth Management Investment & Advisory Services, LLC | 1.26% | Add +45.4% | 53,300 | $3.1M |
| WealthPLAN Partners, LLC | 0.32% | Add +17.7% | 52,989 | $3.1M |
| Townsquare Capital LLC | 0.04% | Add +48.8% | 51,585 | $3.0M |
| NorthCrest Asset Manangement, LLC | 0.10% | New | 51,556 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +0.6% | 51,442 | $3.0M |
| Pinnacle Wealth Management, LLC | 3.08% | Reduce -4.3% | 51,263 | $3.0M |
| Fifth Third Wealth Advisors LLC | 0.46% | Add +117.9% | 51,259 | $3.0M |
| Franklin Resources Inc. | 0.00% | Add +109.8% | 51,131 | $2.9M |
| Regal Investment Advisors LLC | 0.20% | Add +55.2% | 50,443 | $2.9M |
| Midwest Professional Planners, LTD. | 1.01% | Reduce -1.1% | 50,133 | $2.9M |
| Swmg, LLC | 1.29% | Add +79.3% | 49,891 | $2.9M |
| Comerica Bank | 0.01% | Add +10.0% | 49,562 | $2.9M |
| Atlas Capital Advisors Inc. | 0.45% | Add +70.0% | 49,498 | $2.8M |
| Anson Capital, Inc. | 4.06% | Add +8.8% | 49,022 | $2.8M |
| Bay Harbor Wealth Management, LLC | 1.00% | Add +278.8% | 48,376 | $2.8M |
| Gallacher Capital Management LLC | 1.41% | Add +3.4% | 48,028 | $2.8M |
| Banco BTG Pactual S.A. | 0.86% | New | 48,000 | $2.8M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.22% | Add +92.0% | 48,000 | $2.8M |
| First Horizon Advisors, Inc. | 0.09% | Add +37.6% | 47,772 | $2.8M |
| Abbrea Capital, LLC | 0.36% | Add +23.4% | 47,678 | $2.7M |
| Stonebrook Private Inc. | 0.79% | Add +31.1% | 46,950 | $2.7M |
| Beacon Financial Group | 0.31% | Add +385.4% | 46,676 | $2.7M |
| Cobblestone Asset Management LLC | 1.81% | Add +148.8% | 46,365 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -27.1% | 46,125 | $2.7M |
| Balefire, LLC | 0.96% | Reduce -16.2% | 46,101 | $2.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +136.5% | 45,972 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.31% | Reduce -8.1% | 45,818 | $2.6M |
| Apeiron RIA LLC | 0.75% | Add +71.5% | 45,253 | $2.6M |
| Weitzel Financial Services, Inc. | 1.32% | Add +1.8% | 45,407 | $2.6M |
| Provident Co of the Employees of the Hebrew University LTD | 2.75% | — | 45,083 | $2.6M |
| Meitav Investment House Ltd. | 0.05% | New | 45,083 | $2.6M |
| Sharkey, Howes & Javer | 0.42% | Add +12.4% | 44,115 | $2.5M |
| CoreCap Advisors, LLC | 0.13% | Add +7.7% | 43,707 | $2.5M |
| Westover Capital Advisors, LLC | 0.73% | Add +276.5% | 43,611 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.3% | 43,428 | $2.5M |
| Sei Investments Co. | 0.00% | Reduce -0.1% | 42,819 | $2.5M |
| IHT Wealth Management, LLC | 0.10% | Add +220.1% | 42,623 | $2.5M |
| Kickstand Ventures, Llc. | 0.68% | Add +570.6% | 41,820 | $2.4M |
| Gen-Wealth Partners Inc | 1.19% | — | 41,809 | $2.4M |
| Global Retirement Partners, LLC | 0.09% | Add +533.3% | 41,597 | $2.4M |
| Commerce Bank | 0.02% | Add +14.1% | 41,196 | $2.4M |
| My Legacy Advisors, LLC | 0.79% | Add +77.9% | 41,143 | $2.4M |
| Werba Rubin Papier Wealth Management | 0.68% | Add +17.7% | 40,915 | $2.4M |
| SigFig Wealth Management, LLC | 0.09% | Add +138.4% | 40,501 | $2.3M |
| Leuthold Group, LLC | 0.26% | No change | 40,209 | $2.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.39% | New | 40,135 | $2.3M |
| Maryland Capital Advisors Inc. | 1.43% | Add +0.6% | 40,039 | $2.3M |
| Quest Investment Management LLC | 0.26% | No change | 40,000 | $2.3M |
| Cypress Wealth Services, LLC | 0.54% | Add +61.5% | 39,969 | $2.3M |
| Focus Financial Network, Inc. | 0.11% | — | 41,221 | $2.3M |
| Norway Savings Bank | 0.95% | Add +29.1% | 39,535 | $2.3M |
| True Vision MN LLC | 1.59% | Add +149.7% | 40,021 | $2.3M |
| Community Bank, N.A. | 0.30% | Add +2.6% | 39,214 | $2.3M |
| First Hawaiian Bank | 0.07% | Add +17.1% | 38,811 | $2.2M |
| Crescent Grove Advisors, LLC | 0.23% | Add +106.3% | 38,742 | $2.2M |
| Clal Insurance Enterprises Holdings Ltd | 0.02% | No change | 38,290 | $2.2M |
| Fortitude Family Office, LLC | 1.48% | Add +24.9% | 38,261 | $2.2M |
| Versant Capital Management, Inc | 0.62% | No change | 37,894 | $2.2M |
| Greenwood Capital Associates LLC | 0.29% | New | 37,804 | $2.2M |
| Wintrust Investments LLC | 0.19% | New | 37,611 | $2.2M |
| Assetmark, Inc. | 0.01% | Add +70.8% | 37,444 | $2.2M |
| Caldwell Trust Co | 0.25% | Add +11.4% | 37,053 | $2.1M |
| Mayflower Financial Advisors, LLC | 0.35% | Add +104.2% | 36,860 | $2.1M |
| Derbend Asset Management | 1.04% | Add +64.6% | 36,722 | $2.1M |
| NTV Asset Management LLC | 0.32% | Add +20.8% | 36,645 | $2.1M |
| Whittier Trust Co. | 0.03% | Add +10.4% | 36,629 | $2.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -0.1% | 36,276 | $2.1M |
| Sigma Planning Corp | 0.07% | Add +237.9% | 35,938 | $2.1M |
| Ullmann Wealth Partners Group, LLC | 0.30% | New | 35,156 | $2.0M |
| Certus Wealth Management, LLC | 1.59% | Add +86.2% | 34,707 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Add +1.1% | 34,072 | $2.0M |
| Atticus Wealth Management, LLC | 0.64% | Add +34.0% | 34,060 | $2.0M |
| Level Four Advisory Services, LLC | 0.11% | No change | 35,358 | $2.0M |
| Cibc World Market Inc. | 0.01% | Add +33.8% | 33,929 | $2.0M |
| Elevation Point Wealth Partners, LLC | 0.15% | Add +86.7% | 33,908 | $2.0M |
| Madrona Financial Services, LLC | 0.68% | Add +24.0% | 33,844 | $1.9M |
| Security Financial Services, INC. | 0.44% | Add +0.0% | 33,493 | $1.9M |
| High Note Wealth, LLC | 0.62% | Add +101.8% | 33,230 | $1.9M |
| Passive Capital Management, LLC. | 0.74% | No change | 33,000 | $1.9M |
| Farrell Financial LLC | 1.55% | Add +6.8% | 32,942 | $1.9M |
| Kades & Cheifetz LLC | 1.21% | New | 32,774 | $1.9M |
| JT Stratford LLC | 0.37% | Add +7.1% | 32,442 | $1.9M |
| Simplicity Wealth,LLC | 0.04% | Add +229.4% | 31,925 | $1.8M |
| Rafferty Asset Management, LLC | 0.01% | New | 31,785 | $1.8M |
| Wealthfront Advisers LLC | 0.01% | Add +33.3% | 31,094 | $1.8M |
| Firethorn Wealth Partners, LLC | 1.04% | Add +52.8% | 30,786 | $1.8M |
| Diversify Advisory Services, LLC | 0.10% | — | 30,820 | $1.8M |
| Marks Group Wealth Management, Inc | 0.18% | Add +4.2% | 30,724 | $1.8M |
| Algorithmic Investment Models, LLC | 1.30% | Reduce -1.9% | 30,667 | $1.8M |
| Stelac Advisory Services LLC | 0.83% | Add +4.9% | 30,658 | $1.8M |
| TAP Consulting, LLC | 0.39% | New | 30,634 | $1.8M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +47.7% | 30,362 | $1.7M |
| Spire Wealth Management | 0.03% | Add +109.3% | 30,042 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +109.5% | 29,934 | $1.7M |
| Colonial Trust Co / SC | 0.32% | Add +4.9% | 29,876 | $1.7M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -23.2% | 29,631 | $1.7M |
| Glenmede Trust Co. NA | 0.01% | Add +14.5% | 29,514 | $1.7M |
| Fusion Family Wealth, LLC | 0.18% | No change | 29,419 | $1.7M |
| HB Wealth Management, LLC | 0.02% | Add +0.1% | 29,263 | $1.7M |
| Harvest Investment Advisors, LLC | 1.24% | Add +34.1% | 28,746 | $1.7M |
| Interchange Capital Partners, LLC | 1.10% | Add +64.5% | 26,011 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.03% | New | 28,283 | $1.6M |
| Morningstar Investment Services LLC | 0.02% | Add +21.6% | 28,261 | $1.6M |
| Shared Vision Wealth Group LLC | 1.00% | Add +208.8% | 27,903 | $1.6M |
| First Bank & Trust | 0.33% | No change | 27,895 | $1.6M |
| Prelude Capital Management, LLC | 0.11% | New | 27,500 | $1.6M |
| TNF LLC | 0.62% | Add +21.4% | 28,155 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +54.8% | 26,865 | $1.5M |
| Prospera Financial Services Inc | 0.05% | Reduce -1.0% | 26,821 | $1.5M |
| Camden National Bank | 0.27% | Add +15.0% | 26,720 | $1.5M |
| M&T Bank Corp | 0.01% | Add +0.4% | 26,680 | $1.5M |
| Maxwell Wealth Strategies Inc. | 0.77% | Add +68.3% | 26,649 | $1.5M |
| Bare Financial Services, Inc | 1.45% | Add +436.6% | 26,843 | $1.5M |
| Scissortail Wealth Management, LLC | 0.39% | Add +51.6% | 25,792 | $1.5M |
| Fort Point Capital Partners LLC | 0.20% | No change | 25,325 | $1.5M |
| BlackDiamond Wealth Management, LLC | 1.03% | Add +28.5% | 25,205 | $1.5M |
| Sound Stewardship, LLC | 0.88% | Add +278.1% | 25,062 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.11% | Add +14.0% | 25,173 | $1.4M |
| Glen Eagle Advisors, LLC | 0.27% | Add +35.6% | 24,618 | $1.4M |
| Birchcreek Wealth Management, LLC | 0.72% | Add +30.0% | 23,892 | $1.4M |
| Provident Wealth Management, LLC | 0.51% | Add +7.2% | 23,773 | $1.4M |
| Centurion Wealth Management LLC | 0.54% | Add +136.3% | 23,621 | $1.4M |
| Csenge Advisory Group | 0.08% | Add +85.0% | 23,527 | $1.4M |
| Richard W. Paul & Associates, LLC | 0.54% | Reduce -20.4% | 23,411 | $1.3M |
| Verus Capital Partners, LLC | 0.15% | Add +71.6% | 23,111 | $1.3M |
| WCG Wealth Advisors LLC | 0.11% | New | 22,950 | $1.3M |
| Quarry Hill Advisors, LLC | 0.97% | No change | 22,932 | $1.3M |
| Lantz Financial LLC | 0.42% | Add +148.8% | 22,701 | $1.3M |
| Asset Dedication, LLC | 0.10% | Add +5.7% | 22,342 | $1.3M |
| IFG Advisory, LLC | 0.09% | Add +367.2% | 22,061 | $1.3M |
| Hoxton Planning & Management, LLC | 0.60% | Add +118.1% | 21,836 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Reduce -71.4% | 21,549 | $1.2M |
| Forthright Family Wealth Advisory LLC | 0.83% | Add +6.0% | 21,525 | $1.2M |
| Summit Financial Group, Inc. | 0.43% | Add +57.7% | 20,999 | $1.2M |
| ONE Advisory Partners, LLC | 0.59% | Add +7.8% | 20,992 | $1.2M |
| Phoenix Financial Ltd. | 0.02% | Reduce -25.2% | 20,719 | $1.2M |
| Tsfg, LLC | 0.30% | Add +3377.2% | 20,411 | $1.2M |
| Partners in Financial Planning | 0.26% | Add +8.5% | 20,370 | $1.2M |
| Winthrop Capital Management, LLC | 0.54% | Add +1.4% | 20,352 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +33.1% | 20,241 | $1.2M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +76.8% | 19,702 | $1.1M |
| Orgel Wealth Management, LLC | 0.03% | Add +0.2% | 19,539 | $1.1M |
| Wealthcare Capital Management LLC | 0.12% | Reduce -22.3% | 19,330 | $1.1M |
| Aptus Capital Advisors, LLC | 0.02% | Add +2209.4% | 18,706 | $1.1M |
| Carnegie Investment Counsel | 0.03% | Add +3.8% | 18,681 | $1.1M |
| ERn Financial, LLC | 0.18% | No change | 18,250 | $1.1M |
| UMB Bank, n.a. | 0.02% | Add +32.4% | 18,248 | $1.1M |
| Signal Advisors Wealth, LLC | 0.26% | Add +149.4% | 18,128 | $1.0M |
| TrinityPoint Wealth, LLC | 0.17% | Add +21.5% | 17,920 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +1.2% | 17,842 | $1.0M |
| Grey Street Capital, LLC | 0.14% | New | 17,697 | $1.0M |
| FMR LLC | 0.00% | Add +274.2% | 17,634 | $1.0M |
| Strategic Equity Management | 0.85% | New | 17,631 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Add +38.6% | 17,331 | $998K |
| Flagship Harbor Advisors, LLC | 0.06% | New | 17,300 | $996K |
| Rwa Wealth Partners, LLC | 0.01% | Add +289.6% | 17,253 | $993K |
| Principal Securities, Inc. | 0.03% | Add +45.9% | 17,134 | $986K |
| Jones Financial Companies LLLP | 0.00% | Add +252.1% | 16,997 | $979K |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +74.2% | 16,976 | $977K |
| Nwam LLC | 0.08% | Add +32.3% | 16,976 | $976K |
| Coldstream Capital Management Inc. | 0.02% | Add +148.1% | 16,856 | $970K |
| Indiana Trust & Investment Management Co | 0.39% | No change | 16,750 | $964K |
| Global Strategic Investment Solutions, LLC | 0.11% | Add +8.5% | 16,692 | $961K |
| Nvwm, LLC | 0.26% | Reduce -0.8% | 16,643 | $958K |
| Clear Harbor Asset Management, LLC | 0.08% | Add +4.3% | 16,595 | $955K |
| Nipun Capital, L.P. | 0.84% | New | 16,500 | $950K |
| Williams & Novak, LLC | 1.08% | No change | 17,110 | $948K |
| W Advisors, LLC | 0.65% | Add +35.2% | 16,449 | $947K |
| Van Hulzen Asset Management, LLC | 0.06% | Add +2.4% | 16,281 | $937K |
| Mosley Wealth Management | 0.88% | Add +152.7% | 16,251 | $936K |
| Quadrant Private Wealth Management, LLC | 0.23% | Add +262.7% | 16,132 | $929K |
| Gateway Wealth Partners, LLC | 0.33% | Add +106.5% | 15,986 | $920K |
| Belpointe Asset Management LLC | 0.07% | Reduce -5.6% | 15,237 | $877K |
| RCS Financial Planning, LLC | 0.53% | Add +37.9% | 15,073 | $868K |
| FFG Retirement Advisors LLC | 0.61% | Add +0.1% | 15,029 | $865K |
| Braun-Bostich & Associates Inc. | 0.72% | New | 14,928 | $859K |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +41.9% | 14,851 | $855K |
| Empower Advisory Group, LLC | 0.00% | Reduce -10.3% | 14,824 | $853K |
| Maripau Wealth Management LLC | 0.63% | Add +121.6% | 14,657 | $844K |
| Gilbert & Cook, Inc. | 0.11% | No change | 14,650 | $843K |
| Synovus Financial Corp. | 0.01% | New | 14,551 | $838K |
| Bush Investment Group, LLC | 0.74% | Add +105.5% | 14,477 | $833K |
| Strategic Financial Concepts, LLC | 0.20% | New | 14,202 | $818K |
| Parkside Financial Bank & Trust | 0.13% | Add +131.0% | 14,201 | $818K |
| Cutter & CO Brokerage, Inc. | 0.20% | Add +8.1% | 14,166 | $816K |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +0.0% | 14,151 | $815K |
| Watershed Private Wealth LLC | 0.36% | Reduce -79.9% | 14,036 | $808K |
| Copperleaf Capital, LLC | 0.70% | Add +10.8% | 14,009 | $806K |
| Savant Capital, LLC | 0.01% | Reduce -2.1% | 13,764 | $792K |
| Patron Partners, LLC | 0.47% | Add +41.3% | 13,484 | $776K |
| Telos Capital Management, Inc. | 0.09% | Reduce -3.0% | 13,480 | $776K |
| Apella Capital, LLC | 0.04% | Add +10.5% | 13,243 | $776K |
| Jefferies Financial Group Inc. | 0.02% | Add +6.1% | 13,192 | $759K |
| Campion Asset Management | 0.58% | Add +10.6% | 12,985 | $748K |
| Naples Global Advisors, LLC | 0.08% | Add +203.2% | 12,981 | $747K |
| Brown Advisory Inc. | 0.00% | Add +76.8% | 12,981 | $747K |
| Private Trust Co. NA | 0.08% | Add +67.7% | 12,959 | $746K |
| Concorde Asset Management, LLC | 0.51% | Add +71.4% | 12,886 | $742K |
| AdvisorNet Financial, Inc | 0.07% | Add +16.6% | 12,828 | $739K |
| Strategic Wealth Partners, Ltd. | 0.08% | Add +0.4% | 12,766 | $735K |
| Wedmont Private Capital | 0.05% | Add +10.1% | 12,505 | $733K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.7% | 12,723 | $732K |
| Twin Peaks Wealth Advisors, LLC | 0.40% | Add +204.2% | 12,630 | $727K |
| Breakwater Capital Group | 0.18% | Add +13.9% | 12,548 | $722K |
| National Philanthropic Trust | 0.02% | Reduce -2.9% | 12,354 | $711K |
| Cardiff Park Advisors, LLC | 0.07% | No change | 12,113 | $697K |
| Hanover Advisors Inc. | 0.29% | Add +44.7% | 12,043 | $693K |
| Theory Financial LLC | 0.35% | Add +130.5% | 12,008 | $691K |
| Commonwealth Retirement Investments LLC | 0.32% | Add +94.9% | 11,745 | $676K |
| Foster Group, Inc. | 0.03% | Add +12.3% | 11,718 | $675K |
| Sightline Wealth Advisors, LLC | 0.44% | Add +149.5% | 11,616 | $669K |
| Sunbelt Securities, Inc. | 0.07% | Add +65.1% | 11,568 | $666K |
| RHS Financial, LLC | 0.39% | Add +53.5% | 11,554 | $665K |
| EP Wealth Advisors, LLC | 0.01% | Add +88.5% | 11,520 | $663K |
| Capital Analysts, LLC | 0.03% | Add +103.4% | 11,354 | $654K |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +0.7% | 11,203 | $645K |
| Horan Capital Advisors, LLC. | 0.23% | Add +0.2% | 11,115 | $640K |
| Boothbay Fund Management, LLC | 0.02% | New | 11,000 | $633K |
| Lansing Street Advisors | 0.28% | New | 10,983 | $632K |
| Cary Street Partners Asset Management LLC | 0.10% | Add +50.0% | 10,974 | $632K |
| Peak Financial Advisors LLC | 0.38% | Reduce -0.6% | 10,943 | $630K |
| Fiducient Advisors LLC | 0.12% | Reduce -52.7% | 10,881 | $626K |
| FFT Wealth Management LLC | 0.05% | New | 10,773 | $620K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -13.2% | 10,691 | $615K |
| Clear Creek Financial Management, LLC | 0.08% | Add +127.2% | 10,562 | $608K |
| Keudell/Morrison Wealth Management | 0.18% | Add +1.4% | 10,510 | $605K |
| Pure Financial Advisors, LLC | 0.02% | Add +54.7% | 10,487 | $604K |
| Aveo Capital Partners, LLC | 0.07% | Add +10.8% | 10,367 | $598K |
| Haverford Trust Co | 0.01% | Add +14.3% | 10,184 | $586K |
| Vantage Financial Partners Ltd., Inc. | 0.15% | Add +4.1% | 10,154 | $585K |
| Eaton Financial Holdings Company, LLC | 0.30% | New | 10,151 | $584K |
| New Republic Capital, LLC | 0.36% | Add +24.1% | 9,957 | $573K |
| Mather Group, Llc. | 0.01% | Reduce -6.9% | 10,287 | $570K |
| Clearstead Advisors, LLC | 0.03% | Reduce -53.6% | 9,865 | $569K |
| Apollon Wealth Management, LLC | 0.02% | Add +119.2% | 9,857 | $567K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +20.9% | 9,852 | $567K |
| Sutton Place Investors LLC | 0.28% | New | 9,826 | $566K |
| Mgo One Seven LLC | 0.03% | Add +74.6% | 9,737 | $561K |
| TRUE Private Wealth Advisors | 0.06% | Add +159.6% | 9,710 | $559K |
| Arq Wealth Advisors, LLC | 0.24% | New | 9,639 | $555K |
| Cosner Financial Group, LLC | 0.40% | Add +0.3% | 9,636 | $555K |
| Raleigh Capital Management Inc. | 0.24% | Add +123.7% | 9,483 | $546K |
| Bigelow Investment Advisors, LLC | 0.27% | New | 9,481 | $546K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -22.5% | 9,365 | $539K |
| Ashford Advisors, LLC | 0.14% | No change | 9,358 | $539K |
| OLIO Financial Planning | 0.23% | No change | 9,692 | $538K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 9,262 | $533K |
| Panoramic Investment Advisors, LLC | 0.39% | Reduce -39.5% | 9,132 | $526K |
| Objective Capital Management, LLC | 0.35% | Add +20.9% | 9,091 | $523K |
| Greystone Financial Group, LLC | 0.10% | Add +7.3% | 9,068 | $522K |
| Canal Capital Management, LLC | 0.09% | Add +29.9% | 9,067 | $522K |
| Legacy Edge Advisors, LLC | 0.11% | Add +12.6% | 9,048 | $521K |
| Asset Allocation & Management Company, LLC | 0.34% | No change | 8,971 | $516K |
| LifePlan Investment Advisors, Inc. | 0.41% | New | 8,940 | $515K |
| Claro Advisors Inc. | 0.09% | New | 8,860 | $510K |
| SVB Wealth LLC | 0.01% | Reduce -19.6% | 8,777 | $505K |
| Axxcess Wealth Management, LLC | 0.01% | Add +83.7% | 8,706 | $501K |
| Portland Global Advisors LLC | 0.07% | No change | 8,695 | $501K |
| Keystone Financial Group | 0.07% | New | 8,677 | $500K |
| Vontobel Holding Ltd. | 0.00% | No change | 8,667 | $499K |
| Root Financial Partners, LLC | 0.15% | Add +33.0% | 8,593 | $495K |
| Denver Wealth Management, Inc. | 0.25% | New | 8,582 | $494K |
| Wedbush Securities Inc. | 0.02% | New | 8,441 | $486K |
| BCU Wealth Advisors, LLC | 0.41% | New | 8,380 | $482K |
| TFO Wealth Partners, LLC | 0.09% | No change | 8,262 | $476K |
| Veltria Advisors Corp. | 0.12% | Add +75.7% | 8,212 | $473K |
| Exchange Capital Management, Inc. | 0.08% | Reduce -0.6% | 8,195 | $472K |
| Dentgroup LLC | 0.39% | New | 8,178 | $471K |
| Aletheian Wealth Advisors LLC | 0.25% | No change | 8,121 | $468K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | New | 8,060 | $464K |
| Keel Point, LLC | 0.05% | No change | 8,016 | $461K |
| Marcum Wealth, LLC | 0.05% | New | 7,973 | $459K |
| Virtue Capital Management, LLC | 0.08% | Add +17.3% | 8,008 | $456K |
| Keybank National Association | 0.00% | New | 7,862 | $453K |
| Vident Advisory, LLC | 0.01% | Reduce -2.6% | 7,834 | $451K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +3.9% | 7,823 | $450K |
| SJS Investment Consulting Inc. | 0.09% | Reduce -2.1% | 7,807 | $449K |
| Redwood Investment Management, LLC | 0.04% | New | 7,737 | $445K |
| Eq LLC | 0.27% | New | 7,630 | $439K |
| Sovereign Financial Group, Inc. | 0.11% | Add +102.7% | 7,508 | $432K |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0.04% | No change | 7,500 | $432K |
| Source Financial Advisors LLC | 0.13% | Add +36.5% | 7,487 | $431K |
| Moneywise, Inc. | 0.23% | New | 7,465 | $430K |
| Guardian Capital Advisors LP | 0.05% | Add +6.1% | 7,650 | $424K |
| Betterment LLC | 0.00% | Add +11.7% | 7,325 | $422K |
| Fiduciary Trust Co | 0.01% | New | 7,261 | $418K |
| Aspire Wealth Management Corp | 0.24% | New | 7,001 | $403K |
| Signaturefd, LLC | 0.01% | Add +763.9% | 6,920 | $398K |
| Strategic Wealth Partners Group, LLC | 0.04% | Reduce -21.0% | 6,820 | $393K |
| WESPAC Advisors, LLC | 0.23% | New | 6,802 | $392K |
| LexAurum Advisors, LLC | 0.10% | Add +4.0% | 6,778 | $390K |
| Sage Financial Group Inc. | 0.03% | Reduce -3.5% | 6,647 | $383K |
| Resurgent Financial Advisors LLC | 0.21% | Reduce -10.3% | 6,630 | $382K |
| CAP Partners, LLC | 0.34% | Add +64.0% | 6,614 | $381K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 6,481 | $373K |
| WR Wealth Planners, LLC | 0.11% | New | 6,363 | $366K |
| Absolute Capital Management, LLC | 0.23% | New | 6,334 | $365K |
| Laurel Wealth Planning LLC | 0.24% | Reduce -23.0% | 6,261 | $360K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 6,246 | $360K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.2% | 6,242 | $359K |
| Retirement Income Solutions, Inc. | 0.08% | No change | 6,184 | $356K |
| Milestone Asset Management, LLC | 0.10% | New | 6,170 | $355K |
| Quadrant Capital Group LLC | 0.03% | No change | 6,137 | $353K |
| Cape Cod Five Cents Savings Bank | 0.03% | Reduce -10.7% | 6,119 | $352K |
| VestGen Investment Management | 0.11% | New | 6,039 | $348K |
| Vermillion & White Wealth Management Group, LLC | 0.28% | Reduce -0.9% | 6,036 | $347K |
| Mittelman Wealth Management | 0.23% | — | 5,999 | $345K |
| Beacon Financial Advisory LLC | 0.17% | Add +62.1% | 5,964 | $343K |
| Citizens Financial Group Inc. | 0.01% | New | 5,900 | $340K |
| American Investment Services, Inc. | 0.06% | Add +5.1% | 5,868 | $338K |
| Heartwood Wealth Advisors LLC | 0.04% | Reduce -26.8% | 5,835 | $336K |
| Aspire Private Capital, LLC | 0.09% | Add +126.8% | 5,766 | $332K |
| Bison Wealth, LLC | 0.05% | Reduce -7.7% | 5,682 | $327K |
| Caprock Group, LLC | 0.02% | Add +2.0% | 5,678 | $327K |
| Lifeworks Advisors, LLC | 0.09% | New | 5,637 | $325K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -28.6% | 5,557 | $320K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -4.2% | 5,551 | $320K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -0.3% | 5,525 | $318K |
| Lanark Financial, Inc. | 0.03% | Add +0.5% | 5,301 | $315K |
| Hutchens & Kramer Investment Management Group, LLC | 0.18% | New | 5,444 | $313K |
| Stonebridge Financial Planning Group, LLC | 0.16% | New | 5,375 | $309K |
| Hartline Investment Corp./ | 0.05% | New | 5,328 | $307K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +1.2% | 5,328 | $307K |
| IFP Advisors, Inc | 0.01% | Add +48.3% | 5,320 | $306K |
| PDS Planning, Inc | 0.03% | Add +25.7% | 5,312 | $306K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 5,200 | $299K |
| Financial Sense Advisors, Inc. | 0.10% | Add +0.7% | 5,115 | $294K |
| Deutsche Bank AG | 0.00% | Reduce -24.7% | 5,097 | $293K |
| Mission Wealth Management, LP | 0.01% | New | 4,999 | $288K |
| Dana Investment Advisors, Inc. | 0.01% | New | 4,999 | $288K |
| DF Dent & Co. Inc. | 0.00% | No change | 4,930 | $284K |
| Greenwich Wealth Management LLC | 0.02% | No change | 4,901 | $282K |
| Koshinski Asset Management, Inc. | 0.03% | New | 4,820 | $277K |
| Athena Investment Management | 0.17% | No change | 4,809 | $277K |
| Raymond James Trust N.A. | 0.01% | Add +18.4% | 4,763 | $274K |
| Arcadia Wealth Management, LLC | 0.17% | Reduce -0.9% | 4,729 | $272K |
| Creative Financial Designs Inc. | 0.03% | Add +11.9% | 4,721 | $272K |
| F&V Capital Management, LLC | 0.08% | Add +29.2% | 4,685 | $270K |
| Avion Wealth | 0.07% | No change | 4,644 | $268K |
| Mills Wealth Advisors LLC | 0.20% | Reduce -15.5% | 4,634 | $267K |
| Morling Financial Advisors, LLC | 0.15% | No change | 4,594 | $264K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -49.2% | 4,585 | $264K |
| Modera Wealth Management, LLC | 0.00% | New | 4,551 | $262K |
| Allie Family Office LLC | 0.15% | New | 4,542 | $261K |
| Verdence Capital Advisors LLC | 0.02% | New | 4,536 | $261K |
| Savvy Advisors, Inc. | 0.15% | Add +8.6% | 4,531 | $261K |
| LGT Financial Advisors LLC | 0.30% | Add +60.0% | 4,420 | $254K |
| Trademark Financial Management, LLC | 0.21% | Reduce -71.6% | 4,350 | $250K |
| Advus Financial Partners, LLC | 0.08% | New | 4,343 | $250K |
| Sachetta, LLC | 0.12% | No change | 4,500 | $249K |
| Moors & Cabot, Inc. | 0.01% | New | 4,274 | $246K |
| Sheets Smith Wealth Management | 0.03% | Reduce -1.9% | 4,269 | $246K |
| Clearview Wealth Advisors LLC | 0.25% | New | 4,265 | $246K |
| Parsons Capital Management Inc. | 0.02% | Reduce -5.6% | 4,250 | $245K |
| Semmax Financial Advisors Inc. | 0.08% | Add +192.4% | 4,216 | $243K |
| Brandywine Oak Private Wealth LLC | 0.03% | New | 4,156 | $239K |
| FWG Investments, LLC. | 0.26% | Add +0.9% | 4,126 | $238K |
| Inscription Capital, LLC | 0.04% | New | 4,050 | $233K |
| Accel Wealth Management | 0.10% | New | 4,022 | $232K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -4.6% | 4,022 | $232K |
| Western Wealth Management, LLC | 0.02% | New | 4,007 | $231K |
| Basso Capital Management, L.P. | 0.22% | No change | 4,000 | $230K |
| Alera Investment Advisors, LLC | 0.03% | New | 3,989 | $230K |
| Jackson Creek Investment Advisors LLC | 0.08% | New | 3,971 | $229K |
| Phraction Management LLC | 0.10% | New | 3,960 | $228K |
| Buffington Mohr McNeal | 0.04% | No change | 3,950 | $227K |
| Full Sail Capital, LLC | 0.02% | Reduce -13.3% | 3,820 | $220K |
| Beverly Hills Private Wealth, LLC | 0.05% | New | 3,811 | $219K |
| LMCG Investments, LLC | 0.01% | New | 3,808 | $219K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +5.8% | 3,808 | $219K |
| Emergent Wealth Advisors, LLC | 0.19% | New | 3,478 | $218K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 3,776 | $217K |
| Gotham Asset Management | 0.00% | New | 3,772 | $217K |
| Northwest Wealth Management, LLC | 0.06% | Add +0.2% | 3,721 | $214K |
| Journey Strategic Wealth LLC | 0.01% | New | 3,678 | $212K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -14.3% | 3,622 | $209K |
| Catalina Capital Group, LLC | 0.09% | New | 3,574 | $206K |
| Lantern Wealth Advisors, LLC | 0.14% | New | 3,565 | $205K |
| Howard Financial Services, LTD. | 0.04% | New | 3,563 | $205K |
| LFA - Lugano Financial Advisors SA | 0.15% | No change | 3,547 | $204K |
| Catalyst Financial Partners LLC | 0.05% | Reduce -6.7% | 3,632 | $201K |
| Brown Brothers Harriman & Co. | 0.00% | New | 3,348 | $193K |
| ICA Group Wealth Management, LLC | 0.04% | Add +20.3% | 3,300 | $190K |
| Ramirez Asset Management, Inc. | 0.04% | Reduce -36.5% | 3,128 | $180K |
| Oliver Lagore Vanvalin Investment Group | 0.05% | Add +126.7% | 2,979 | $171K |
| Sound Income Strategies, LLC | 0.01% | Add +51.5% | 2,635 | $152K |
| Bogart Wealth, LLC | 0.01% | Reduce -12.4% | 2,525 | $145K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +5.5% | 2,427 | $140K |
| FinTrust Capital Advisors, LLC | 0.03% | Add +133.7% | 2,372 | $137K |
| TD Private Client Wealth LLC | 0.00% | Add +749.1% | 2,284 | $131K |
| CBIZ Investment Advisory Services, LLC | 0.01% | New | 2,170 | $125K |
| Arax Advisory Partners | 0.01% | Add +9.0% | 2,134 | $123K |
| Bank of New Hampshire | 0.03% | No change | 2,055 | $118K |
| Central Pacific Bank - Trust Division | 0.01% | — | 1,954 | $112K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -3.3% | 1,931 | $111K |
| Cornerstone Planning Group LLC | 0.03% | Add +27.1% | 1,869 | $108K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,769 | $102K |
| Allworth Financial LP | 0.00% | Reduce -49.7% | 1,757 | $101K |
| Valley National Advisers Inc. | 0.02% | No change | 1,758 | $101K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.4% | 1,228 | $96K |
| Bangor Savings Bank | 0.01% | No change | 1,645 | $95K |
| Bell Investment Advisors, Inc | 0.02% | Add +0.1% | 1,570 | $90K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 1,569 | $90K |
| First PREMIER Bank | 0.02% | New | 1,510 | $87K |
| Avior Wealth Management, LLC | 0.00% | New | 1,460 | $84K |
| REAP Financial Group, LLC | 0.02% | Add +77.0% | 1,402 | $81K |
| EnRich Financial Partners LLC | 0.03% | New | 1,349 | $78K |
| Global Financial Private Client, LLC | 0.03% | Add +92.3% | 1,219 | $70K |
| Abound Wealth Management | 0.03% | No change | 1,186 | $68K |
| Larson Financial Group LLC | 0.01% | No change | 1,161 | $67K |
| Rothschild Investment LLC | 0.00% | No change | 1,120 | $64K |
| Continuum Advisory, LLC | 0.01% | New | 1,109 | $64K |
| Hollencrest Capital Management | 0.00% | Reduce -11.7% | 1,071 | $62K |
| Gilliland Jeter Wealth Management LLC | 0.02% | New | 1,065 | $61K |
| Belvedere Trading LLC | 0.00% | New | 1,045 | $60K |
| Gold Investment Management Ltd. | 0.02% | New | 997 | $57K |
| Red Tortoise LLC | 0.03% | Reduce -95.7% | 906 | $52K |
| Tucker Asset Management LLC | 0.01% | New | 898 | $52K |
| Banque Cantonale Vaudoise | 0.00% | New | 880 | $51K |
| Annapolis Financial Services, LLC | 0.02% | No change | 838 | $48K |
| Cape Investment Advisory, Inc. | 0.02% | Add +52.8% | 825 | $47K |
| CarsonAllaria Wealth Management, Ltd. | 0.03% | Reduce -4.2% | 799 | $46K |
| TCTC Holdings, LLC | 0.00% | No change | 790 | $45K |
| GoalVest Advisory LLC | 0.01% | No change | 779 | $45K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +5.0% | 773 | $45K |
| Birchbrook, Inc. | 0.03% | No change | 730 | $42K |
| Financial Connections Group, Inc. | 0.05% | New | 725 | $42K |
| Financial Perspectives, Inc | 0.02% | No change | 716 | $41K |
| Criterion Capital Advisors, LLC | 0.03% | Add +1.7% | 672 | $39K |
| Albion Financial Group | 0.00% | No change | 660 | $38K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +24.7% | 631 | $36K |
| Cedar Wealth Management, LLC | 0.01% | No change | 590 | $34K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 585 | $34K |
| Rice Partnership, LLC | 0.01% | New | 580 | $33K |
| Biltmore Family Office, LLC | 0.01% | No change | 500 | $29K |
| First Command Advisory Services, Inc. | 0.00% | New | 487 | $28K |
| Grove Bank & Trust | 0.00% | No change | 430 | $25K |
| Northwest Capital Management Inc | 0.01% | New | 342 | $20K |
| MCF Advisors LLC | 0.00% | New | 323 | $19K |
| Sandy Spring Bank | 0.00% | New | 304 | $18K |
| Dogwood Wealth Management LLC | 0.01% | No change | 294 | $17K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 282 | $16K |
| Park Place Capital Corp | 0.01% | Add +63.2% | 248 | $14K |
| FWL Investment Management, LLC | 0.01% | Reduce -37.8% | 234 | $13K |
| Founders Financial Alliance, LLC | 0.00% | New | 185 | $11K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +34.7% | 167 | $10K |
| Covestor Ltd | 0.01% | Add +33.0% | 137 | $8K |
| ESL Trust Services, LLC | 0.00% | New | 132 | $8K |
| Headlands Technologies LLC | 0.00% | New | 127 | $7K |
| SYSTM Wealth Solutions LLC | 0.00% | Reduce -83.8% | 124 | $7K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 103 | $6K |
| JNBA Financial Advisors | 0.00% | No change | 101 | $6K |
| Element Wealth, LLC | 0.00% | New | 99 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 79 | $5K |
| Deane Retirement Strategies, Inc. | 0.00% | New | 83 | $5K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -49.0% | 74 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 72 | $4K |
| NBT Bank, N.A. | 0.00% | Add +414.3% | 72 | $4K |
| Woodmont Investment Counsel LLC | 0.00% | New | 70 | $4K |
| National Bank of Canada | 0.00% | No change | 68 | $4K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 60 | $3K |
| Morris Financial Concepts, Inc. | 0.00% | New | 57 | $3K |
| Retirement Group, LLC | 0.00% | New | 50 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 47 | $3K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 45 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 45 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 40 | $2K |
| Concord Wealth Partners | 0.00% | New | 35 | $2K |
| Johnson Financial Group, Inc. | 0.00% | New | 34 | $2K |
| HM Payson & Co. | 0.00% | New | 31 | $2K |
| Clean Yield Group | 0.00% | New | 25 | $1K |
| West Paces Advisors Inc. | 0.00% | No change | 25 | $1K |
| Fifth Third Bancorp | 0.00% | Reduce -83.6% | 20 | $1K |
| NewSquare Capital LLC | 0.00% | New | 19 | $1K |
| Crewe Advisors LLC | 0.00% | New | 18 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 18 | $1K |
| Missouri Trust & Investment Co | 0.00% | New | 16 | $921 |
| Delos Wealth Advisors, LLC | 0.00% | No change | 13 | $749 |
| Phillips Financial Management, LLC | 0.00% | Reduce -63.6% | 12 | $691 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -99.0% | 10 | $576 |
| First Pacific Financial | 0.00% | Reduce -73.5% | 9 | $519 |
| NFSG Corp | 0.00% | New | 9 | $518 |
| Gradient Investments LLC | 0.00% | No change | 8 | $461 |
| Caitlin John, LLC | 0.00% | No change | 7 | $403 |
| Beacon Capital Management, LLC | 0.00% | No change | 5 | $288 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 4 | $231 |
| Resources Management Corp. /CT/ | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is EMXC's weight in each manager's 13F, not the share of iShares MSCI Emr MRK Ex Chna the manager owns.