iShares MSCI Emr MRK Ex ChnaEMXCETF
13F holders, Q4 2024 (December 31)914holders +56
59new positions
64sold out
6famous investors
$55.46avg. 13F price*
At the end of Q4 2024, 914 institutions reported holding iShares MSCI Emr MRK Ex Chna (EMXC) in their 13F filings, up 56 from Q3 2024. 59 opened new positions and 64 sold out. The largest holders were Envestnet Asset Management Inc. ($1.6B), Bank of America Corp. ($1.1B) and JPMorgan Chase & Co. ($805.7M). 6 famous investors held it, including George Soros (0.5% of Soros Fund Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $247.7M |
| Exits | 64 | $306.6M |
All 13F filers, Q3 2024 → Q4 2024: 23,297,041 shares bought and 25,360,768 shares sold, net −2,063,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 914 holders
| Envestnet Asset Management Inc. | 0.51% | Add +5.5% | 28,739,435 | $1.6B |
| Bank of America Corp. | 0.10% | Reduce -3.9% | 19,180,577 | $1.1B |
| JPMorgan Chase & Co. | 0.06% | Add +70.5% | 14,529,961 | $805.7M |
| Bank of New York Mellon Corp | 0.11% | Add +4.0% | 10,401,633 | $576.8M |
| LPL Financial LLC | 0.23% | Add +29.0% | 10,362,409 | $574.6M |
| Ameriprise Financial Inc. | 0.10% | Reduce -2.9% | 7,261,481 | $402.6M |
| Morgan Stanley | 0.03% | Reduce -9.5% | 7,222,074 | $400.5M |
| Richard Bernstein Advisors LLC | 8.92% | Reduce -6.1% | 7,102,634 | $393.8M |
| Northern Trust Corp. | 0.05% | Reduce -9.7% | 6,846,107 | $379.6M |
| Northwestern Mutual Wealth Management Co. | 0.23% | Add +8.9% | 4,867,781 | $269.9M |
| Envestnet Portfolio Solutions, Inc. | 0.71% | Add +4.4% | 3,899,927 | $216.3M |
| BlackRock, Inc. | 0.00% | Reduce -0.5% | 3,790,404 | $210.2M |
| Partners Capital Investment Group, LLP | 5.45% | Reduce -45.4% | 3,566,652 | $197.8M |
| Cwm, LLC | 0.65% | Add +2.8% | 2,803,723 | $155.5M |
| Park Avenue Securities LLC | 1.55% | Add +7.8% | 2,714,696 | $150.5M |
| Temasek Holdings (Private) Ltd | 0.57% | No change | 2,600,600 | $144.2M |
| US Bancorp \de | 0.17% | Reduce -7.0% | 2,400,507 | $133.1M |
| Wells Fargo & Company | 0.03% | Add +2.7% | 2,295,971 | $127.3M |
| Cullen/Frost Bankers, Inc. | 1.72% | Add +7.0% | 2,267,834 | $125.8M |
| MML Investors Services, LLC | 0.43% | Add +9.5% | 2,237,219 | $124.1M |
| UBS Group AG | 0.03% | Reduce -7.6% | 2,210,797 | $122.6M |
| Cetera Investment Advisers | 0.21% | Add +9.2% | 1,789,007 | $99.2M |
| Janney Montgomery Scott LLC | 0.27% | Add +4.5% | 1,772,842 | $98.3M |
| Old Mission Capital LLC | 2.23% | Add +48.3% | 1,727,406 | $95.8M |
| Stifel Financial Corp. | 0.10% | Add +5.5% | 1,717,583 | $95.2M |
| Valmark Advisers, Inc. | 1.46% | Add +6.8% | 1,693,678 | $93.9M |
| CENTRAL TRUST Co | 2.24% | Add +2.0% | 1,646,797 | $91.3M |
| Thrivent Financial for Lutherans | 0.18% | Add +21.9% | 1,593,249 | $90.2M |
| Tiaa Trust, National Association | 0.25% | Reduce -1.0% | 1,500,931 | $83.2M |
| Dynasty Wealth Management, LLC | 1.38% | New | 1,443,867 | $80.1M |
| Johns Hopkins University | 2.97% | New | 1,423,744 | $78.9M |
| Composition Wealth, LLC | 1.58% | Reduce -4.4% | 1,406,801 | $78.0M |
| Russell Investments Group, Ltd. | 0.10% | Reduce -1.9% | 1,340,576 | $74.3M |
| Sagespring Wealth Partners, LLC | 1.96% | — | 1,340,000 | $74.3M |
| Sanctuary Advisors, LLC | 0.47% | Add +0.7% | 1,299,220 | $73.8M |
| Commonwealth Equity Services, LLC | 0.10% | Add +4.7% | 1,290,546 | $71.6M |
| OneDigital Investment Advisors LLC | 0.82% | Add +0.2% | 1,280,328 | $71.0M |
| HighTower Advisors, LLC | 0.09% | Reduce -3.1% | 1,210,073 | $67.1M |
| Raymond James Financial Inc. | 0.02% | — | 1,189,296 | $65.9M |
| Advocacy Wealth Management, LLC | 4.50% | Add +9.5% | 1,067,982 | $59.2M |
| Avidian Wealth Enterprises, LLC | 2.63% | Add +0.7% | 1,054,968 | $58.5M |
| NewEdge Advisors, LLC | 0.31% | Add +30.0% | 930,289 | $51.6M |
| Mariner, LLC | 0.08% | Add +3.8% | 908,025 | $50.4M |
| McKinley Carter Wealth Services, Inc. | 2.99% | Add +1.8% | 882,140 | $48.9M |
| JB Capital LLC | 2.69% | Add +13.0% | 866,588 | $48.1M |
| Royal Bank of Canada | 0.01% | Add +2.6% | 861,850 | $47.8M |
| Focus Partners Wealth | 0.12% | Add +70.3% | 800,213 | $44.4M |
| State of Wisconsin Investment Board | 0.11% | Add +3.5% | 737,942 | $40.9M |
| 1ST Source Bank | 2.29% | Reduce -0.1% | 723,624 | $40.1M |
| Creative Planning | 0.04% | Reduce -0.2% | 715,809 | $39.7M |
| United Bank | 4.65% | Add +1.7% | 704,205 | $39.0M |
| Foundations Investment Advisors, LLC | 0.75% | Add +17.2% | 701,847 | $38.9M |
| RiverFront Investment Group, LLC | 0.88% | Add +4.8% | 700,790 | $38.9M |
| Evoke Wealth, LLC | 1.06% | Reduce -1.9% | 689,419 | $38.2M |
| Osaic Holdings, Inc. | 0.09% | Add +18.8% | 722,138 | $38.1M |
| United Capital Financial Advisors, LLC | 0.32% | Add +1.9% | 684,197 | $37.9M |
| Hughes Financial Services, LLC | 7.46% | — | 654,982 | $36.3M |
| Eastern Bank | 0.66% | Add +1.6% | 641,718 | $35.6M |
| Schroder Investment Management Group | 0.03% | Add +99.2% | 587,349 | $32.6M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -3.3% | 584,474 | $32.4M |
| Federation des caisses Desjardins du Quebec | 0.16% | Add +10.9% | 573,662 | $31.8M |
| Aprio Wealth Management, LLC | 4.62% | Add +8.4% | 571,278 | $31.7M |
| Crestwood Advisors Group, LLC | 0.56% | Add +0.8% | 538,353 | $29.9M |
| Citadel Advisors | 0.03% | Reduce -33.1% | 536,870 | $29.8M |
| Baird Financial Group, Inc. | 0.06% | Reduce -7.2% | 526,879 | $29.2M |
| AE Wealth Management LLC | 0.24% | Add +11.7% | 514,085 | $28.5M |
| Oppenheimer Asset Management Inc. | 0.34% | Add +1.7% | 504,489 | $28.0M |
| Susquehanna International Group, LLP | 0.04% | New | 474,345 | $26.3M |
| Sentinel Trust Co. Lba | 2.94% | Add +17.4% | 461,600 | $25.6M |
| Anderson Hoagland & Co. | 2.63% | Reduce -3.3% | 454,315 | $25.5M |
| Hancock Whitney Corp. | 0.81% | Add +20.6% | 459,500 | $25.5M |
| Integrated Wealth Concepts LLC | 0.30% | Add +44.0% | 459,256 | $25.5M |
| Captrust Financial Advisors | 0.07% | Add +0.4% | 428,464 | $23.8M |
| CKW Financial Group | 2.92% | Add +1.1% | 427,259 | $23.7M |
| New Harbor Financial Group, LLC | 6.84% | Add +1.5% | 413,335 | $22.9M |
| Fiduciary Family Office, LLC | 6.84% | New | 413,335 | $22.9M |
| Curi Capital, LLC | 0.52% | Add +0.7% | 405,411 | $22.5M |
| Austin Private Wealth, LLC | 2.05% | Add +13.8% | 394,838 | $21.9M |
| Mercer Global Advisors Inc. | 0.05% | Add +296.8% | 376,751 | $20.9M |
| Atria Investments, Inc | 0.25% | Reduce -1.4% | 368,632 | $20.4M |
| Professional Advisory Services Inc. | 2.54% | Add +0.8% | 362,881 | $20.1M |
| Artemis Wealth Advisors, LLC | 3.16% | Add +1.8% | 358,349 | $19.9M |
| Soros Fund Management | 0.50% | Reduce -44.8% | 354,686 | $19.7M |
| Atria Wealth Solutions, Inc. | 0.22% | Add +7.3% | 354,657 | $19.7M |
| CreativeOne Wealth, LLC | 0.59% | Add +6.2% | 349,966 | $19.4M |
| Compound Planning, Inc. | 0.96% | Add +36.4% | 343,617 | $19.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +5.0% | 338,661 | $18.8M |
| Central Bank & Trust Co. | 2.77% | Reduce -5.9% | 330,226 | $18.3M |
| Scarborough Advisors, LLC | 2.56% | Reduce -11.3% | 327,131 | $18.1M |
| Strategic Investment Management, LLC | 6.23% | Reduce -2.2% | 325,910 | $18.1M |
| Icon Wealth Advisors, LLC | 1.46% | Add +6.6% | 320,749 | $17.8M |
| Agf Management Ltd. | 0.09% | Add +3.2% | 313,972 | $17.4M |
| Legacy Edge Advisors, LLC | 2.75% | Add +539.8% | 312,508 | $17.4M |
| Affinity Capital Advisors, LLC | 3.20% | Add +10.1% | 301,661 | $17.0M |
| Permanens Capital L.P. | 3.21% | Reduce -60.8% | 303,281 | $16.8M |
| Tradition Wealth Management, LLC | 1.48% | Add +4.3% | 302,414 | $16.8M |
| Legacy Financial Group LLC | 2.70% | Add +11.2% | 300,708 | $16.7M |
| Strategic Blueprint, LLC | 0.98% | Add +7.7% | 295,765 | $16.4M |
| Truist Financial Corp. | 0.02% | Add +14.4% | 282,157 | $15.6M |
| Compton Financial Group, LLC | 4.47% | Add +6.6% | 271,488 | $15.1M |
| Seascape Capital Management | 5.21% | Add +2.3% | 269,744 | $15.0M |
| Jane Street Group, LLC | 0.02% | Reduce -96.0% | 267,444 | $14.8M |
| Riversedge Advisors, LLC | 3.27% | Reduce -0.2% | 260,862 | $14.5M |
| Cardinal Strategic Wealth Guidance | 4.49% | Reduce -2.5% | 254,313 | $14.1M |
| Chicago Partners Investment Group LLC | 0.46% | Add +0.9% | 245,745 | $13.8M |
| Private Advisor Group, LLC | 0.08% | Add +6.0% | 248,171 | $13.8M |
| CFS Investment Advisory Services, LLC | 1.22% | Add +5.2% | 246,287 | $13.7M |
| Trail Ridge Investment Advisors, LLC | 6.46% | Add +3.1% | 245,286 | $13.6M |
| Beam Wealth Advisors, Inc. | 4.27% | Add +8.8% | 243,640 | $13.5M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +8.9% | 238,093 | $13.2M |
| Orion Portfolio Solutions, LLC | 0.13% | Add +8.9% | 238,093 | $13.2M |
| Atlantic Edge Private Wealth Management, LLC | 4.05% | Reduce -2.7% | 235,805 | $13.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.05% | Add +16.1% | 233,300 | $12.9M |
| Ewa, LLC | 4.82% | Add +8.2% | 231,678 | $12.8M |
| Avantax Advisory Services, Inc. | 0.08% | Add +21.5% | 230,126 | $12.8M |
| State of Wyoming | 1.63% | Add +3.6% | 229,825 | $12.7M |
| First Heartland Consultants, Inc. | 1.29% | Add +13.1% | 226,856 | $12.6M |
| Wallington Asset Management, LLC | 1.81% | Reduce -0.1% | 226,310 | $12.5M |
| Pathstone Holdings, LLC | 0.05% | Add +4.6% | 223,660 | $12.4M |
| West Wealth Group, LLC | 3.67% | Add +14.1% | 221,581 | $12.3M |
| Blue Trust, Inc. | 0.16% | Add +13.6% | 219,945 | $12.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -38.0% | 214,628 | $11.9M |
| Merit Financial Group, LLC | 0.21% | Add +140.2% | 212,529 | $11.8M |
| Mutual of America Capital Management LLC | 0.13% | Add +5.5% | 211,053 | $11.7M |
| Horst & Graben Wealth Management LLC | 2.07% | Add +4.6% | 209,883 | $11.6M |
| Kelly Financial Services LLC | 4.19% | Add +7.9% | 209,624 | $11.6M |
| Wealthcare Advisory Partners LLC | 0.32% | Add +11.0% | 208,172 | $11.5M |
| Perigon Wealth Management, LLC | 0.28% | Add +21.2% | 205,422 | $11.5M |
| High Falls Advisors, Inc | 2.66% | Add +5.2% | 206,769 | $11.5M |
| Carr Financial Group Corp | 3.58% | Reduce -17.8% | 205,523 | $11.4M |
| Ashton Thomas Private Wealth, LLC | 0.44% | Add +63.3% | 204,503 | $11.3M |
| Nelson Capital Management, LLC | 1.85% | Add +1.1% | 201,364 | $11.2M |
| KM Capital Management Ltd. | 5.77% | Add +2.0% | 201,122 | $11.2M |
| Wellington Management Group LLP | 0.00% | Add +48.1% | 200,386 | $11.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +48.0% | 199,856 | $11.1M |
| One Wealth Advisors, LLC | 1.63% | Add +6.5% | 198,409 | $11.0M |
| Farther Finance Advisors, LLC | 0.40% | Add +16.0% | 197,101 | $10.9M |
| Heck Capital Advisors, LLC | 1.25% | Reduce -1.8% | 195,808 | $10.9M |
| Arkansas Financial Group, Inc. | 1.75% | Add +11.6% | 194,924 | $10.8M |
| Cerity Partners LLC | 0.02% | Add +35.3% | 193,128 | $10.7M |
| Eagle Bluffs Wealth Management LLC | 5.71% | Add +3.8% | 191,935 | $10.6M |
| Townsend & Associates, Inc | 1.09% | Reduce -0.1% | 187,009 | $10.6M |
| Peninsula Wealth, LLC | 1.80% | Reduce -24.5% | 190,646 | $10.6M |
| Elevation Point Wealth Partners, LLC | 0.85% | Add +4.9% | 190,557 | $10.6M |
| SteelPeak Wealth, LLC | 0.44% | Add +5.1% | 190,105 | $10.5M |
| Citigroup Inc. | 0.01% | Reduce -92.6% | 188,171 | $10.4M |
| Regimen Wealth, LLC | 3.30% | Add +13.9% | 182,503 | $10.1M |
| 1 North Wealth Services LLC | 4.27% | — | 181,705 | $10.1M |
| Columbia Bank | 3.48% | Add +6.6% | 182,199 | $10.1M |
| Ancora Advisors LLC | 0.22% | Add +11.5% | 181,087 | $10.0M |
| Corient Private Wealth LP | 0.02% | Reduce -6.2% | 210,439 | $10.0M |
| Financial Life Advisors | 3.75% | Add +6.2% | 180,109 | $10.0M |
| Snowden Capital Advisors LLC | 0.31% | Add +2.7% | 178,147 | $9.9M |
| Bank of Montreal | 0.00% | Reduce -4.6% | 177,989 | $9.9M |
| Stone House Investment Management, LLC | 2.50% | Reduce -7.7% | 177,615 | $9.8M |
| McIlrath & Eck, LLC | 1.22% | Add +13.0% | 172,639 | $9.6M |
| Pettinga Financial Advisors LLC | 2.13% | Add +5.5% | 169,623 | $9.4M |
| Liberty Wealth Management LLC | 1.56% | Add +38.1% | 168,888 | $9.4M |
| Oarsman Capital, Inc. | 1.63% | Add +18.0% | 168,766 | $9.4M |
| Sharkey, Howes & Javer | 1.31% | Add +3.7% | 167,905 | $9.3M |
| Nottingham Advisors, Inc. | 1.17% | Reduce -6.5% | 166,033 | $9.2M |
| Ayalon Insurance Comp Ltd. | 2.80% | Reduce -0.8% | 163,309 | $9.1M |
| Equitable Holdings, Inc. | 0.09% | Reduce -2.3% | 163,037 | $9.0M |
| Trek Financial, LLC | 0.67% | Add +5.5% | 162,525 | $9.0M |
| Invst, LLC | 1.08% | Add +10.7% | 160,841 | $8.9M |
| Greenwood Capital Associates LLC | 1.15% | Add +24.0% | 159,341 | $8.8M |
| FLC Capital Advisors | 2.02% | Add +2.9% | 157,963 | $8.8M |
| Penserra Capital Management LLC | 0.15% | Reduce -0.2% | 151,948 | $8.4M |
| Wealth Alliance, LLC | 1.00% | Add +7.1% | 151,253 | $8.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +4176.5% | 151,173 | $8.4M |
| Retirement Planning Group, LLC | 0.42% | Reduce -13.1% | 150,402 | $8.3M |
| TRUE Private Wealth Advisors | 1.01% | Add +5.8% | 150,084 | $8.3M |
| Stonebrook Private Inc. | 2.17% | Add +14.4% | 149,681 | $8.3M |
| &partners | 0.10% | Add +51.2% | 146,328 | $8.2M |
| Physician Wealth Advisors, Inc. | 1.37% | Add +10.6% | 145,769 | $8.1M |
| Ullmann Wealth Partners Group, LLC | 1.04% | Add +18.2% | 145,378 | $8.1M |
| Syon Capital LLC | 0.72% | Reduce -58.2% | 144,565 | $8.0M |
| Clarity Asset Management, Inc. | 5.19% | Add +57.7% | 143,749 | $8.0M |
| RFG Advisory, LLC | 0.22% | Add +7.0% | 142,553 | $7.9M |
| Concourse Financial Group Securities, Inc. | 0.45% | Add +14.6% | 137,897 | $7.9M |
| Wambolt & Associates, LLC | 2.52% | Reduce -13.0% | 141,725 | $7.9M |
| Regions Financial Corp. | 0.06% | Add +19.9% | 140,840 | $7.8M |
| Marshall Financial Group, LLC | 1.87% | Reduce -0.3% | 139,071 | $7.7M |
| Courier Capital LLC | 0.53% | Add +15.3% | 138,309 | $7.7M |
| Spectrum Wealth Counsel, LLC | 0.90% | Add +14.3% | 137,858 | $7.6M |
| REDW Wealth LLC | 2.63% | Reduce -28.6% | 136,663 | $7.6M |
| McAdam, LLC | 0.41% | Add +6.8% | 135,894 | $7.5M |
| Darwin Wealth Management, LLC | 2.51% | Add +4.6% | 134,850 | $7.5M |
| 5th Street Advisors, LLC | 3.86% | Add +4.0% | 133,928 | $7.4M |
| ShoreHaven Wealth Partners, LLC | 3.48% | Add +2.8% | 132,870 | $7.4M |
| Ascent Group, LLC | 0.55% | Add +10.4% | 132,039 | $7.3M |
| Raelipskie Partnership | 3.63% | Add +6.5% | 131,764 | $7.3M |
| MAI Capital Management | 0.05% | Reduce -3.5% | 131,317 | $7.3M |
| Pecaut & Co. | 2.50% | Add +8.5% | 130,423 | $7.2M |
| Keystone Financial Services | 2.74% | Add +2.3% | 129,100 | $7.2M |
| Summit X, LLC | 1.57% | Add +34.6% | 127,891 | $7.1M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +14.3% | 126,469 | $7.0M |
| Bare Financial Services, Inc | 2.81% | Add +9.3% | 125,954 | $7.0M |
| MBL Wealth, LLC | 0.70% | Add +2.1% | 125,752 | $7.0M |
| Pacific Sage Partners, LLC | 1.57% | Add +3.9% | 124,255 | $6.9M |
| Monterey Private Wealth, Inc. | 2.23% | Add +5.0% | 122,206 | $6.8M |
| Capital Advisors Wealth Management, LLC | 1.20% | Add +0.7% | 121,502 | $6.7M |
| TSA Wealth Managment LLC | 2.71% | Add +7.1% | 120,138 | $6.7M |
| Midwest Capital Advisors, LLC | 4.84% | — | 119,457 | $6.6M |
| Stokes Family Office, LLC | 0.71% | Add +3.2% | 119,276 | $6.6M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +5.6% | 118,885 | $6.6M |
| Graypoint LLC | 0.39% | Add +0.6% | 115,182 | $6.4M |
| Choreo, LLC | 0.09% | Reduce -58.6% | 114,546 | $6.4M |
| Randall & Associates Wealth Management | 5.24% | Add +3.7% | 113,962 | $6.3M |
| Vestor Capital, LLC | 0.48% | Reduce -6.7% | 113,675 | $6.3M |
| Almanack Investment Partners, LLC. | 0.96% | Add +1.0% | 112,793 | $6.3M |
| Ethos Financial Group, LLC | 0.82% | New | 112,793 | $6.3M |
| Driehaus Capital Management LLC | 0.05% | No change | 111,744 | $6.2M |
| Valeo Financial Advisors, LLC | 0.17% | Reduce -4.2% | 109,563 | $6.1M |
| PAX Financial Group, LLC | 1.08% | Add +17.7% | 108,938 | $6.0M |
| Lake Street Private Wealth, LLC | 0.96% | Reduce -14.2% | 108,257 | $6.0M |
| Keybank National Association | 0.02% | Add +3.8% | 108,099 | $6.0M |
| Detalus Advisors, LLC | 1.95% | Add +7.6% | 106,667 | $5.9M |
| Kilter Group LLC | 3.84% | — | 106,323 | $5.9M |
| Fortis Advisors, LLC | 3.86% | Add +2.1% | 106,202 | $5.9M |
| Grey Ledge Advisors, LLC | 1.50% | Add +5.7% | 104,459 | $5.8M |
| SlateStone Wealth, LLC | 0.57% | Add +23.1% | 104,321 | $5.8M |
| Keebeck Wealth Management | 0.83% | Add +3.0% | 103,769 | $5.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.69% | Add +20.7% | 103,734 | $5.8M |
| Matthew Goff Investment Advisor, LLC | 1.06% | Add +0.6% | 103,277 | $5.7M |
| Beacon Financial Group | 0.60% | Add +14.3% | 100,941 | $5.6M |
| Citizens Business Bank | 1.32% | Reduce -20.3% | 100,013 | $5.5M |
| NorthRock Partners, LLC | 0.18% | Reduce -11.7% | 99,625 | $5.5M |
| Transcend Capital Advisors, LLC | 0.39% | Reduce -6.9% | 98,660 | $5.5M |
| Marshall Wace, LLP | 0.01% | Add +1123.4% | 94,105 | $5.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +13.5% | 94,070 | $5.2M |
| Perennial Investment Advisors, LLC | 0.60% | Add +999.4% | 91,405 | $5.1M |
| Highview Capital Management LLC | 1.94% | Add +4.2% | 91,087 | $5.1M |
| Regal Investment Advisors LLC | 0.37% | Add +1.8% | 89,361 | $5.0M |
| WealthShield Partners, LLC | 0.70% | Add +4.4% | 89,325 | $5.0M |
| Advisory Services Network, LLC | 0.09% | Add +22.2% | 88,416 | $4.9M |
| Private Wealth Advisors, LLC | 2.14% | Add +5.5% | 88,389 | $4.9M |
| Rothschild Wealth LLC | 1.43% | Add +1326.6% | 88,323 | $4.9M |
| Centerline Wealth Advisors, LLC | 2.86% | — | 92,340 | $4.9M |
| Exencial Wealth Advisors, LLC | 0.18% | Reduce -11.2% | 87,858 | $4.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.3% | 87,627 | $4.9M |
| Swmg, LLC | 1.93% | Add +12.2% | 84,942 | $4.8M |
| SOL Capital Management CO | 0.54% | Reduce -18.1% | 87,065 | $4.8M |
| Sound Stewardship, LLC | 2.83% | Add +4.2% | 85,943 | $4.8M |
| Brookstone Capital Management | 0.07% | Reduce -7.0% | 85,927 | $4.8M |
| Waverly Advisors, LLC | 0.07% | Add +35.8% | 85,325 | $4.7M |
| Intelligence Driven Advisers, LLC | 0.89% | Reduce -14.9% | 84,853 | $4.7M |
| Zhang Financial LLC | 0.27% | Add +3.8% | 84,286 | $4.7M |
| Parallel Advisors, LLC | 0.10% | Reduce -3.1% | 83,761 | $4.6M |
| Means Investment Co., Inc. | 0.48% | Reduce -3.6% | 82,644 | $4.6M |
| LVM Capital Management Ltd. | 0.49% | New | 82,516 | $4.6M |
| Dynamic Advisor Solutions LLC | 0.20% | Add +3.5% | 82,493 | $4.6M |
| Apeiron RIA LLC | 1.26% | Add +8.8% | 81,116 | $4.5M |
| Plum Street Advisors, LLC | 2.22% | Add +21.2% | 81,001 | $4.5M |
| First Horizon Advisors, Inc. | 0.13% | Reduce -1.1% | 80,790 | $4.5M |
| Marks Group Wealth Management, Inc | 0.44% | Add +3.6% | 80,613 | $4.5M |
| Legal & General Group Plc | 0.00% | Reduce -56.6% | 80,295 | $4.5M |
| Avid Wealth Partners LLC | 3.14% | Add +1.6% | 79,806 | $4.4M |
| Triad Wealth Partners, LLC | 1.59% | Add +132.3% | 79,478 | $4.4M |
| NorthCrest Asset Manangement, LLC | 0.13% | Add +2.1% | 79,297 | $4.4M |
| Brighton Jones LLC | 0.13% | Add +13.3% | 78,792 | $4.4M |
| Quadcap Wealth Management, LLC | 0.64% | Reduce -9.3% | 78,278 | $4.3M |
| Van Hulzen Asset Management, LLC | 0.31% | Reduce -0.7% | 77,342 | $4.3M |
| Pekin Hardy Strauss, Inc. | 0.55% | Add +6.3% | 77,269 | $4.3M |
| Kraft, Davis & Associates, LLC | 1.20% | Reduce -2.9% | 73,956 | $4.2M |
| Vertex Planning Partners, LLC | 0.92% | Reduce -0.1% | 75,307 | $4.2M |
| Bay Harbor Wealth Management, LLC | 1.34% | Add +12.0% | 74,699 | $4.1M |
| Sierra Capital LLC | 0.49% | Reduce -34.9% | 74,204 | $4.1M |
| BCGM Wealth Management, LLC | 1.30% | Add +11.5% | 73,765 | $4.1M |
| Montecito Bank & Trust | 0.71% | Reduce -2.0% | 73,723 | $4.1M |
| Eley Financial Management, Inc | 1.57% | Reduce -0.5% | 72,508 | $4.0M |
| Stratos Wealth Advisors, LLC | 0.19% | Add +10.9% | 72,463 | $4.0M |
| LPWM LLC | 1.29% | Add +13.5% | 72,261 | $4.0M |
| Maia Wealth LLC | 0.86% | Add +13.3% | 71,864 | $4.0M |
| Forthright Family Wealth Advisory LLC | 2.59% | Add +57.4% | 71,777 | $4.0M |
| Principia Wealth Advisory, LLC | 3.73% | — | 71,513 | $4.0M |
| Certus Wealth Management, LLC | 2.65% | Add +8.3% | 69,523 | $4.0M |
| WCG Wealth Advisors LLC | 0.26% | Add +3.7% | 71,255 | $4.0M |
| Foundry Financial Group, Inc. | 2.43% | Reduce -1.4% | 70,788 | $3.9M |
| Norway Savings Bank | 2.17% | Add +13.3% | 70,674 | $3.9M |
| Fiduciary Alliance LLC | 0.40% | Reduce -6.9% | 70,398 | $3.9M |
| Principal Securities, Inc. | 0.09% | Add +91.9% | 69,451 | $3.9M |
| Cobblestone Asset Management LLC | 2.48% | Add +8.5% | 68,669 | $3.8M |
| Mayflower Financial Advisors, LLC | 0.57% | Add +10.7% | 68,427 | $3.8M |
| Bernard Wealth Management Corp. | 1.78% | — | 68,375 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -71.0% | 68,176 | $3.8M |
| Sovran Advisors, LLC | 0.54% | — | 68,218 | $3.8M |
| Fortitude Family Office, LLC | 1.34% | Add +19.8% | 67,582 | $3.7M |
| Johnson Bixby & Associates, LLC | 0.57% | Reduce -1.5% | 67,475 | $3.7M |
| Colonial Trust Advisors | 0.33% | Reduce -0.3% | 67,182 | $3.7M |
| Envision Financial LLC | 2.98% | — | 67,116 | $3.7M |
| Atlas Legacy Advisors, LLC | 0.89% | — | 66,068 | $3.7M |
| SigFig Wealth Management, LLC | 0.13% | Add +12.2% | 65,705 | $3.6M |
| Townsquare Capital LLC | 0.04% | Reduce -2.5% | 65,355 | $3.6M |
| Sterling Investment Counsel, LLC | 2.39% | Reduce -30.7% | 65,305 | $3.6M |
| Swisher Financial Concepts, Inc. | 4.24% | Reduce -45.0% | 64,941 | $3.6M |
| Warner Financial, Inc. | 1.55% | Add +3.0% | 64,839 | $3.6M |
| CoreCap Advisors, LLC | 0.16% | Add +10.6% | 64,426 | $3.6M |
| Quest Investment Management LLC | 0.41% | Add +7.5% | 64,354 | $3.6M |
| Harbour Investments, Inc. | 0.10% | Reduce -88.2% | 63,710 | $3.5M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Reduce -43.5% | 63,491 | $3.5M |
| One Wealth Capital Management, LLC | 1.77% | — | 63,093 | $3.5M |
| Focus Financial Network, Inc. | 0.14% | Add +11.4% | 62,847 | $3.5M |
| Assetmark, Inc. | 0.01% | Add +8.0% | 62,650 | $3.5M |
| True Vision MN LLC | 2.05% | Add +5.8% | 62,249 | $3.5M |
| Crescent Grove Advisors, LLC | 0.34% | Add +0.5% | 62,045 | $3.4M |
| Noble Family Wealth, LLC | 0.95% | Add +1.6% | 61,943 | $3.4M |
| Cora Capital Advisors LLC | 1.65% | Add +4.2% | 61,736 | $3.4M |
| Relyea Zuckerberg Hanson LLC | 0.46% | Reduce -8.3% | 61,351 | $3.4M |
| Fifth Third Wealth Advisors LLC | 0.18% | Reduce -7.6% | 61,195 | $3.4M |
| Claro Advisors Inc. | 0.46% | Add +16.7% | 61,119 | $3.4M |
| New Wave Wealth Advisors LLC | 1.37% | Reduce -2.4% | 60,454 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +61.7% | 60,444 | $3.4M |
| Quent Capital, LLC | 0.35% | Add +0.6% | 60,275 | $3.3M |
| Legacy Financial Advisors, Inc. | 0.55% | Reduce -2.5% | 60,009 | $3.3M |
| Comerica Bank | 0.01% | Reduce -2.0% | 59,880 | $3.3M |
| Gen-Wealth Partners Inc | 1.43% | Add +8.4% | 59,839 | $3.3M |
| Dynamic Wealth Strategies, LLC | 2.95% | Add +2.7% | 59,792 | $3.3M |
| Greykasell Wealth Strategies, Inc. | 1.82% | — | 59,170 | $3.3M |
| Keystone Financial Group | 0.32% | Add +4.9% | 58,848 | $3.3M |
| Colonial Trust Co / SC | 0.48% | Add +3.7% | 58,546 | $3.2M |
| Galilei Investment Office LLP | 1.63% | — | 58,133 | $3.2M |
| Kades & Cheifetz LLC | 1.63% | Add +4.3% | 57,533 | $3.2M |
| Anson Capital, Inc. | 2.77% | Add +6.8% | 57,384 | $3.2M |
| Apollon Wealth Management, LLC | 0.07% | Add +30.4% | 56,748 | $3.1M |
| Hobbs Wealth Management, LLC | 3.59% | — | 56,742 | $3.1M |
| SageView Advisory Group, LLC | 0.13% | Add +991.2% | 56,482 | $3.1M |
| Valley National Advisers Inc. | 0.56% | Add +1.7% | 56,050 | $3.1M |
| CBIZ Investment Advisory Services, LLC | 0.15% | Add +3.8% | 55,584 | $3.1M |
| Shelton Wealth Management, LLC | 1.68% | Reduce -12.2% | 55,174 | $3.1M |
| Cypress Wealth Services, LLC | 0.61% | Add +9.4% | 54,569 | $3.0M |
| Sei Investments Co. | 0.00% | Add +27.0% | 54,399 | $3.0M |
| Werba Rubin Papier Wealth Management | 0.71% | Add +18.0% | 54,087 | $3.0M |
| Synergy Investment Management, LLC | 1.27% | — | 53,188 | $2.9M |
| Harvest Investment Advisors, LLC | 2.02% | Add +14.6% | 52,734 | $2.9M |
| JBGlobal.com LLC | 3.08% | — | 52,603 | $2.9M |
| High Note Wealth, LLC | 0.76% | Add +2.2% | 52,517 | $2.9M |
| Midwest Professional Planners, LTD. | 0.86% | Add +2.1% | 52,189 | $2.9M |
| WT Wealth Management | 0.90% | Reduce -0.9% | 51,951 | $2.9M |
| Firethorn Wealth Partners, LLC | 1.43% | Add +1.3% | 51,924 | $2.9M |
| Copia Wealth Management | 2.74% | — | 51,896 | $2.9M |
| First Hawaiian Bank | 0.09% | No change | 51,348 | $2.8M |
| Wood Tarver Financial Group, LLC | 0.95% | — | 51,270 | $2.8M |
| Gallacher Capital Management LLC | 1.41% | Reduce -0.6% | 51,068 | $2.8M |
| Tsfg, LLC | 0.58% | Add +68.1% | 51,052 | $2.8M |
| Capital Analysts, LLC | 0.11% | Add +10.6% | 50,944 | $2.8M |
| LVW Advisors, LLC | 0.34% | Add +6.3% | 50,541 | $2.8M |
| M1 Capital Management LLC | 1.51% | — | 50,430 | $2.8M |
| Camden National Bank | 0.41% | Add +20.8% | 49,906 | $2.8M |
| Weitzel Financial Services, Inc. | 1.30% | Add +3.6% | 49,487 | $2.8M |
| Gold Investment Management Ltd. | 1.17% | Add +2.4% | 49,840 | $2.8M |
| Commerce Bank | 0.02% | Add +4.7% | 49,726 | $2.8M |
| Arq Wealth Advisors, LLC | 1.02% | Add +6.2% | 48,547 | $2.7M |
| Cresset Asset Management, LLC | 0.01% | Reduce -6.1% | 47,614 | $2.6M |
| Denver PWM, LLC | 1.02% | New | 47,325 | $2.6M |
| World Investment Advisors | 0.07% | Add +23.4% | 46,995 | $2.6M |
| Westover Capital Advisors, LLC | 0.57% | Reduce -49.4% | 46,959 | $2.6M |
| Quadrature Capital Ltd | 0.05% | New | 46,820 | $2.6M |
| Shared Vision Wealth Group LLC | 1.36% | Add +9.6% | 46,708 | $2.6M |
| Ehrlich Financial Group | 1.83% | Add +4.9% | 46,430 | $2.6M |
| Community Bank, N.A. | 0.32% | No change | 45,682 | $2.5M |
| Sigma Planning Corp | 0.08% | Add +5.8% | 45,670 | $2.5M |
| Annie E. Casey Foundation, Inc. | 3.71% | — | 45,653 | $2.5M |
| Scissortail Wealth Management, LLC | 0.64% | Add +11199.5% | 45,198 | $2.5M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Add +42.1% | 45,128 | $2.5M |
| Meitav Investment House Ltd. | 0.04% | No change | 45,083 | $2.5M |
| Provident Co of the Employees of the Hebrew University LTD | 2.91% | No change | 45,083 | $2.5M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.17% | Reduce -66.9% | 44,000 | $2.4M |
| Prudential PLC | 0.01% | Reduce -90.7% | 44,000 | $2.4M |
| Caldwell Trust Co | 0.25% | Add +10.5% | 43,807 | $2.4M |
| Spectrum Planning & Advisory Services Inc. | 2.11% | Reduce -6.7% | 43,801 | $2.4M |
| Interchange Capital Partners, LLC | 0.88% | Reduce -1.1% | 43,773 | $2.4M |
| Analyst IMS Investment Management Services Ltd. | 0.09% | Add +31.4% | 43,530 | $2.4M |
| Braun-Bostich & Associates Inc. | 1.72% | Add +2.6% | 43,135 | $2.4M |
| Level Four Advisory Services, LLC | 0.10% | Reduce -2.3% | 42,470 | $2.4M |
| Unique Wealth, LLC | 0.49% | Add +93.0% | 42,259 | $2.3M |
| IFP Advisors, Inc | 0.08% | Add +88.7% | 42,162 | $2.3M |
| Security Financial Services, INC. | 0.48% | Add +3.1% | 42,156 | $2.3M |
| IHT Wealth Management, LLC | 0.07% | Reduce -27.6% | 41,739 | $2.3M |
| Davis Wealth Advisors, LLC | 2.54% | — | 41,608 | $2.3M |
| Maryland Capital Advisors Inc. | 1.07% | Add +2.1% | 41,511 | $2.3M |
| Whittier Trust Co. | 0.03% | Add +13.7% | 41,469 | $2.3M |
| Hirtle & Co., LLC | 0.11% | No change | 41,354 | $2.3M |
| Lane & Associates LLC | 1.18% | Add +56.9% | 40,525 | $2.3M |
| Wealthfront Advisers LLC | 0.01% | Add +10.0% | 41,148 | $2.3M |
| My Legacy Advisors, LLC | 0.88% | Add +2.5% | 40,573 | $2.3M |
| Versant Capital Management, Inc | 0.48% | Add +0.5% | 40,354 | $2.2M |
| Quadrant Private Wealth Management, LLC | 0.55% | Add +12.0% | 40,131 | $2.2M |
| JT Stratford LLC | 0.37% | Add +1.3% | 40,108 | $2.2M |
| Smith Thornton Advisors LLC | 1.38% | Reduce -1.4% | 39,285 | $2.2M |
| Balefire, LLC | 0.74% | Reduce -13.7% | 39,183 | $2.2M |
| Verus Capital Partners, LLC | 0.21% | Reduce -3.0% | 38,939 | $2.2M |
| Deutsche Bank AG | 0.00% | No change | 38,682 | $2.1M |
| Ridgeline Wealth Planning, LLC | 2.05% | — | 38,553 | $2.1M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -7.0% | 38,368 | $2.1M |
| Clal Insurance Enterprises Holdings Ltd | 0.02% | No change | 38,290 | $2.1M |
| D.A. Davidson & Co. | 0.02% | Reduce -20.8% | 38,199 | $2.1M |
| Farrell Financial LLC | 1.51% | Add +1.0% | 38,145 | $2.1M |
| Burke & Herbert Bank & Trust Co. | 0.50% | Add +0.1% | 38,040 | $2.1M |
| Atticus Wealth Management, LLC | 0.65% | Add +2.4% | 37,920 | $2.1M |
| Atlas Capital Advisors Inc. | 0.27% | Reduce -6.6% | 37,765 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +53.5% | 37,716 | $2.1M |
| NTV Asset Management LLC | 0.28% | Reduce -2.1% | 37,613 | $2.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -4.8% | 37,135 | $2.1M |
| Mutual Advisors, LLC | 0.06% | Add +13.9% | 36,693 | $2.1M |
| Csenge Advisory Group | 0.11% | Add +13.6% | 36,773 | $2.0M |
| Leslie Global Wealth, LLC | 0.94% | New | 36,613 | $2.0M |
| Lifelong Wealth Advisors, Inc. | 0.91% | — | 36,349 | $2.0M |
| W1M Asset Management Ltd | 0.17% | Reduce -92.4% | 36,192 | $2.0M |
| Twin Peaks Wealth Advisors, LLC | 0.85% | Add +25.2% | 36,187 | $2.0M |
| Eaton Financial Holdings Company, LLC | 0.76% | Reduce -2.1% | 35,812 | $2.0M |
| FFG Retirement Advisors LLC | 1.29% | Add +38.3% | 35,592 | $2.0M |
| Theory Financial LLC | 0.82% | Add +7.2% | 35,202 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.10% | Add +15.7% | 35,110 | $1.9M |
| Independent Advisor Alliance | 0.03% | New | 34,960 | $1.9M |
| Kickstand Ventures, Llc. | 0.49% | Add +1.2% | 34,914 | $1.9M |
| Lantz Financial LLC | 0.52% | Add +11.7% | 34,876 | $1.9M |
| Copperleaf Capital, LLC | 1.21% | Add +47.6% | 34,514 | $1.9M |
| Advus Financial Partners, LLC | 0.54% | Add +134.3% | 34,298 | $1.9M |
| Stelac Advisory Services LLC | 0.74% | No change | 34,103 | $1.9M |
| Cyndeo Wealth Partners, LLC | 0.13% | Add +3.7% | 34,046 | $1.9M |
| SWP Financial LLC | 1.14% | New | 34,003 | $1.9M |
| Hoxton Planning & Management, LLC | 0.72% | Add +2.3% | 33,939 | $1.9M |
| Keyvantage Wealth, LLC | 1.34% | — | 33,734 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.16% | Reduce -17.5% | 33,703 | $1.9M |
| Centurion Wealth Management LLC | 0.58% | Add +0.3% | 33,394 | $1.9M |
| Glen Eagle Advisors, LLC | 0.30% | Add +6.0% | 33,117 | $1.8M |
| Leuthold Group, LLC | 0.22% | Reduce -16.9% | 33,050 | $1.8M |
| Passive Capital Management, LLC. | 0.64% | No change | 33,000 | $1.8M |
| J2 Capital Management Inc | 1.71% | — | 32,877 | $1.8M |
| MAS Advisors LLC | 3.03% | New | 32,626 | $1.8M |
| FineMark National Bank & Trust | 0.06% | Add +472.8% | 32,529 | $1.8M |
| Endeavor Private Wealth, Inc. | 1.68% | — | 31,943 | $1.8M |
| First Trust Bank, Ltd. | 4.98% | No change | 31,150 | $1.7M |
| Algorithmic Investment Models, LLC | 1.33% | Add +4.7% | 31,124 | $1.7M |
| Birchcreek Wealth Management, LLC | 1.08% | Add +15.6% | 30,921 | $1.7M |
| SMI Advisory Services, LLC | 0.39% | Reduce -1.0% | 30,856 | $1.7M |
| Bigelow Investment Advisors, LLC | 0.79% | Add +48.0% | 30,487 | $1.7M |
| IFG Advisory, LLC | 0.10% | Add +15.9% | 30,417 | $1.7M |
| Rafferty Asset Management, LLC | 0.01% | Add +23.4% | 30,346 | $1.7M |
| Barnes Wealth Management Group, Inc | 1.12% | — | 30,230 | $1.7M |
| Marietta Wealth Management, LLC | 0.24% | Reduce -90.6% | 29,899 | $1.7M |
| Franklin Resources Inc. | 0.00% | Reduce -47.7% | 29,860 | $1.7M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +1.5% | 29,467 | $1.6M |
| Fusion Family Wealth, LLC | 0.15% | No change | 29,452 | $1.6M |
| Mosley Wealth Management | 1.01% | Add +13.3% | 29,088 | $1.6M |
| HB Wealth Management, LLC | 0.02% | Reduce -2.0% | 29,110 | $1.6M |
| Savant Capital, LLC | 0.01% | Add +33.2% | 29,039 | $1.6M |
| Naples Global Advisors, LLC | 0.15% | Add +28.2% | 29,004 | $1.6M |
| Compass Capital Corp. /Ma/ | 0.62% | — | 28,055 | $1.6M |
| Gateway Wealth Partners, LLC | 0.41% | Add +8.9% | 28,886 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -0.8% | 28,266 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | Reduce -27.2% | 28,264 | $1.6M |
| First Bank & Trust | 0.30% | No change | 27,895 | $1.5M |
| 5T Wealth, LLC | 0.85% | — | 27,883 | $1.5M |
| Diversify Advisory Services, LLC | 0.09% | Reduce -36.2% | 27,899 | $1.5M |
| Retirement Wealth Solutions LLC | 1.30% | — | 27,693 | $1.5M |
| Maxwell Wealth Strategies Inc. | 0.63% | Add +6.6% | 27,605 | $1.5M |
| Savvy Advisors, Inc. | 0.18% | New | 27,566 | $1.5M |
| Global Retirement Partners, LLC | 0.04% | Reduce -61.5% | 27,542 | $1.5M |
| Trajan Wealth LLC | 0.08% | Reduce -3.8% | 27,071 | $1.5M |
| Aptus Capital Advisors, LLC | 0.02% | Add +330.1% | 26,985 | $1.5M |
| Eq LLC | 0.70% | Add +52.0% | 26,689 | $1.5M |
| Modern Wealth Management, LLC | 0.06% | Add +208.0% | 26,670 | $1.5M |
| Walter & Keenan Wealth Management LLC /in/ | 0.44% | Add +0.3% | 26,367 | $1.5M |
| ONE Advisory Partners, LLC | 0.65% | Add +1.6% | 26,323 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Add +5.9% | 26,248 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +206.3% | 25,613 | $1.4M |
| Fort Point Capital Partners LLC | 0.16% | No change | 25,325 | $1.4M |
| United Advisor Group, LLC | 0.28% | Add +9.8% | 25,167 | $1.4M |
| Asset Dedication, LLC | 0.11% | Add +14.3% | 25,049 | $1.4M |
| Beckerman Institutional, LLC | 1.11% | Add +8.7% | 25,037 | $1.4M |
| Anchor Investment Management, LLC | 0.13% | No change | 24,825 | $1.4M |
| Quotient Wealth Partners, LLC | 0.04% | Reduce -9.0% | 24,684 | $1.4M |
| Nwam LLC | 0.08% | Add +20.1% | 24,372 | $1.4M |
| Financial Advocates Investment Management | 0.08% | Add +0.3% | 24,281 | $1.3M |
| RCS Financial Planning, LLC | 0.71% | Add +6.8% | 24,083 | $1.3M |
| Redwood Investment Management, LLC | 0.13% | Add +8.4% | 24,025 | $1.3M |
| Quarry Hill Advisors, LLC | 0.88% | Add +1.7% | 23,587 | $1.3M |
| RHS Financial, LLC | 0.67% | Add +39.2% | 23,325 | $1.3M |
| Bush Investment Group, LLC | 1.00% | Add +8.4% | 23,202 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Add +0.7% | 23,162 | $1.3M |
| Wealthgarden F.S. LLC | 1.19% | Add +0.1% | 23,015 | $1.3M |
| Venturi Wealth Management, LLC | 0.06% | Add +29.8% | 22,357 | $1.2M |
| Pinnacle Holdings, LLC | 0.54% | New | 22,325 | $1.2M |
| TrinityPoint Wealth, LLC | 0.17% | Reduce -6.4% | 22,222 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Add +6.9% | 22,021 | $1.2M |
| Client 1ST Advisory Group, LLC | 0.47% | Add +35.6% | 22,000 | $1.2M |
| Purkiss Capital Advisors LLC | 1.03% | — | 21,576 | $1.2M |
| M&T Bank Corp | 0.00% | Reduce -12.8% | 21,532 | $1.2M |
| Blalock Williams, LLC | 1.38% | — | 21,412 | $1.2M |
| Provident Wealth Management, LLC | 0.39% | Reduce -6.0% | 21,209 | $1.2M |
| Sofi Wealth, LLC | 0.08% | New | 21,078 | $1.2M |
| Capital A Wealth Management, LLC | 1.92% | — | 20,840 | $1.2M |
| Canal Capital Management, LLC | 0.19% | Add +114.4% | 20,806 | $1.2M |
| Cary Street Partners Financial LLC | 0.04% | — | 20,393 | $1.1M |
| Parkside Financial Bank & Trust | 0.15% | Add +15.9% | 20,286 | $1.1M |
| Patron Partners, LLC | 0.61% | Reduce -0.5% | 20,285 | $1.1M |
| Sightline Wealth Advisors, LLC | 0.60% | Add +33.3% | 20,163 | $1.1M |
| Smartleaf Asset Management LLC | 0.11% | Reduce -19.1% | 19,869 | $1.1M |
| Orgel Wealth Management, LLC | 0.03% | Add +1.3% | 19,761 | $1.1M |
| BridgePort Financial Solutions, LLC | 0.50% | — | 19,869 | $1.1M |
| AMG National Trust Bank | 0.03% | No change | 19,599 | $1.1M |
| Bestgate Wealth Advisors, LLC | 2.16% | — | 19,387 | $1.1M |
| Nvwm, LLC | 0.27% | Add +3.4% | 19,360 | $1.1M |
| Commonwealth Retirement Investments LLC | 0.44% | Add +6.9% | 19,351 | $1.1M |
| Caprock Group, LLC | 0.03% | Add +3.2% | 19,230 | $1.1M |
| Willis Johnson & Associates, Inc. | 0.08% | New | 19,122 | $1.1M |
| Veltria Advisors Corp. | 0.44% | No change | 19,087 | $1.1M |
| Campion Asset Management | 0.78% | Add +20.6% | 18,524 | $1.0M |
| W Advisors, LLC | 0.64% | Reduce -0.0% | 18,522 | $1.0M |
| Concorde Asset Management, LLC | 0.53% | Add +8.0% | 18,458 | $1.0M |
| Bison Wealth, LLC | 0.12% | — | 18,397 | $1.0M |
| Winthrop Capital Management, LLC | 0.27% | Reduce -0.9% | 18,338 | $1.0M |
| GeoWealth Management, LLC | 0.03% | Reduce -8.6% | 18,286 | $1.0M |
| Belpointe Asset Management LLC | 0.06% | Add +0.1% | 16,694 | $1.0M |
| FMR LLC | 0.00% | Add +18.5% | 18,234 | $1.0M |
| Fullcircle Wealth LLC | 0.41% | Reduce -3.8% | 17,596 | $1.0M |
| Redhawk Wealth Advisors, Inc. | 0.14% | New | 18,125 | $1.0M |
| ERn Financial, LLC | 0.15% | Add +0.5% | 18,088 | $1.0M |
| WealthPLAN Partners, LLC | 0.14% | Add +2.0% | 17,805 | $987K |
| BCU Wealth Advisors, LLC | 0.56% | Add +13.9% | 17,684 | $981K |
| Mather Group, Llc. | 0.01% | Add +8.5% | 17,650 | $979K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +4.1% | 17,594 | $976K |
| LifePlan Investment Advisors, Inc. | 0.60% | Add +40.1% | 17,536 | $972K |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Add +8.5% | 17,468 | $969K |
| NBT Bank, N.A. | 0.07% | Reduce -25.1% | 17,463 | $968K |
| Clear Harbor Asset Management, LLC | 0.08% | Reduce -9.4% | 16,996 | $942K |
| Indiana Trust & Investment Management Co | 0.32% | No change | 16,790 | $931K |
| Kingsview Wealth Management, LLC | 0.02% | Add +276.2% | 16,741 | $928K |
| Clear Creek Financial Management, LLC | 0.10% | Add +28.6% | 16,689 | $925K |
| Renaissance Technologies | 0.00% | New | 16,597 | $920K |
| Sutton Place Investors LLC | 0.53% | Add +8.6% | 16,416 | $910K |
| 1834 Investment Advisors Co. | 0.11% | Reduce -27.8% | 16,266 | $902K |
| Old National Bancorp | 0.02% | Reduce -82.7% | 16,185 | $897K |
| Betterment LLC | 0.00% | Add +12.0% | 16,181 | $897K |
| Wealthcare Capital Management LLC | 0.09% | Add +5.1% | 16,028 | $889K |
| Hilltop Holdings Inc. | 0.06% | Reduce -10.3% | 15,964 | $885K |
| Phoenix Financial Ltd. | 0.01% | Add +6.7% | 15,939 | $884K |
| Williams & Novak, LLC | 0.85% | Reduce -6.0% | 15,909 | $882K |
| Lansing Street Advisors | 0.30% | Add +15.8% | 15,570 | $863K |
| Guardian Wealth Advisors, LLC / NC | 0.07% | New | 15,215 | $844K |
| Sovereign Financial Group, Inc. | 0.19% | Add +0.7% | 15,202 | $843K |
| Clearview Wealth Advisors LLC | 0.63% | Add +45.1% | 15,062 | $835K |
| Creative Financial Designs Inc. | 0.07% | Add +13.7% | 14,981 | $831K |
| Glenview Trust Co | 0.02% | New | 14,849 | $823K |
| Gilbert & Cook, Inc. | 0.12% | Add +0.6% | 14,733 | $817K |
| Signal Advisors Wealth, LLC | 0.09% | Reduce -38.5% | 14,712 | $816K |
| Merkkuri Wealth Advisors LLC | 0.64% | Add +23.3% | 14,611 | $810K |
| Strategic Wealth Partners, Ltd. | 0.07% | Add +6.5% | 14,163 | $810K |
| Global Strategic Investment Solutions, LLC | 0.09% | Reduce -24.7% | 14,588 | $809K |
| Richard W. Paul & Associates, LLC | 0.29% | Reduce -5.9% | 14,442 | $801K |
| Raleigh Capital Management Inc. | 0.31% | Add +7.6% | 14,292 | $793K |
| Spire Wealth Management | 0.02% | Add +19.8% | 14,150 | $785K |
| Mission Wealth Management, LP | 0.02% | Add +45.8% | 14,073 | $780K |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -3.1% | 14,062 | $780K |
| Breakwater Capital Group | 0.15% | Add +18.8% | 13,938 | $773K |
| Basso Capital Management, L.P. | 0.67% | Add +169.9% | 13,900 | $771K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -18.6% | 13,829 | $767K |
| Cutter & CO Brokerage, Inc. | 0.19% | Reduce -2.2% | 13,807 | $766K |
| Private Trust Co. NA | 0.08% | Add +3.1% | 13,581 | $753K |
| Cibc World Market Inc. | 0.00% | Reduce -11.5% | 13,513 | $749K |
| GMO | 0.00% | Reduce -86.8% | 13,251 | $735K |
| Rebalance, LLC | 0.05% | New | 13,174 | $731K |
| Wedmont Private Capital | 0.04% | Add +3.9% | 13,066 | $723K |
| MA Private Wealth | 0.13% | Add +15.9% | 12,870 | $714K |
| Brown Advisory Inc. | 0.00% | Reduce -3.1% | 12,789 | $709K |
| OLIO Financial Planning | 0.25% | Add +31.7% | 12,766 | $708K |
| Telos Capital Management, Inc. | 0.08% | Reduce -1.0% | 12,698 | $704K |
| Bessemer Group Inc. | 0.00% | Add +1.4% | 12,641 | $700K |
| Anchor Pointe Wealth Management, LLC | 0.91% | — | 12,586 | $699K |
| Maripau Wealth Management LLC | 0.41% | Reduce -40.5% | 12,522 | $694K |
| Watershed Private Wealth LLC | 0.27% | Reduce -30.1% | 12,507 | $694K |
| Vantage Point Financial LLC | 0.37% | — | 12,492 | $693K |
| FFT Wealth Management LLC | 0.05% | No change | 12,478 | $692K |
| LexAurum Advisors, LLC | 0.14% | Add +7.6% | 12,450 | $690K |
| National Philanthropic Trust | 0.01% | No change | 12,354 | $685K |
| Investor's Fiduciary Advisor Network, LLC | 0.26% | — | 12,167 | $674K |
| Cardiff Park Advisors, LLC | 0.06% | Add +0.2% | 12,146 | $673K |
| Sowell Financial Services LLC | 0.04% | New | 12,034 | $667K |
| PBMares Wealth Management LLC | 0.14% | Add +0.6% | 11,963 | $663K |
| Resurgent Financial Advisors LLC | 0.39% | Add +14.9% | 11,941 | $662K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -79.4% | 11,891 | $659K |
| Hutchens & Kramer Investment Management Group, LLC | 0.35% | Add +12.4% | 11,787 | $654K |
| Arkadios Wealth Advisors | 0.04% | Add +10.9% | 11,786 | $654K |
| Aveo Capital Partners, LLC | 0.07% | Add +7.9% | 11,756 | $652K |
| New Republic Capital, LLC | 0.42% | Add +6.2% | 11,634 | $645K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -2.6% | 11,623 | $644K |
| Centaurus Financial, Inc. | 0.04% | Add +6.0% | 11,613 | $644K |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +3.1% | 11,602 | $643K |
| Koshinski Asset Management, Inc. | 0.05% | Add +0.8% | 11,512 | $638K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +23.6% | 11,424 | $633K |
| Sage Financial Group Inc. | 0.05% | Add +68.4% | 11,079 | $614K |
| Revisor Wealth Management LLC | 0.56% | Reduce -7.2% | 11,042 | $612K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 10,838 | $601K |
| Brady Martz Wealth Solutions, LLC | 0.14% | — | 10,778 | $596K |
| Horan Capital Advisors, LLC. | 0.20% | No change | 10,665 | $591K |
| Mgo One Seven LLC | 0.02% | Reduce -28.9% | 10,570 | $586K |
| WealthTrak Capital Management LLC | 0.49% | — | 10,548 | $585K |
| Hanover Advisors Inc. | 0.24% | Add +5.1% | 10,429 | $578K |
| OMNI 360 Wealth, Inc. | 0.38% | Add +44.1% | 10,394 | $576K |
| Empower Advisory Group, LLC | 0.00% | Add +0.1% | 10,355 | $574K |
| Strategic Financial Concepts, LLC | 0.11% | Reduce -16.9% | 10,349 | $574K |
| Barings LLC | 0.01% | Reduce -94.8% | 10,287 | $570K |
| Beacon Financial Advisory LLC | 0.19% | Add +13.7% | 10,282 | $570K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -68.2% | 10,276 | $570K |
| TAP Consulting, LLC | 0.12% | Reduce -52.2% | 10,258 | $569K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -6.9% | 10,185 | $565K |
| Haverford Trust Co | 0.01% | No change | 10,184 | $565K |
| Cooper Financial Group | 0.07% | Add +57.2% | 10,069 | $558K |
| RDA Financial Network | 0.16% | Add +106.3% | 10,061 | $558K |
| Fiduciary Trust Co | 0.01% | Reduce -7.8% | 9,951 | $552K |
| Lifeworks Advisors, LLC | 0.10% | Add +4.8% | 9,946 | $552K |
| Princeton Global Asset Management LLC | 0.10% | Add +2.8% | 9,914 | $550K |
| Aspire Private Capital, LLC | 0.14% | Add +1.8% | 9,882 | $548K |
| Synovus Financial Corp. | 0.01% | Add +9.2% | 9,826 | $545K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.9% | 9,822 | $545K |
| Wedbush Securities Inc. | 0.02% | Add +2.6% | 9,785 | $543K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +4.3% | 9,769 | $542K |
| Modera Wealth Management, LLC | 0.01% | Add +11.9% | 9,731 | $540K |
| Summit Trail Advisors, LLC | 0.02% | New | 9,722 | $539K |
| Cosner Financial Group, LLC | 0.34% | Add +2.9% | 9,635 | $534K |
| Atlatl Advisers LLC | 0.31% | — | 9,626 | $534K |
| AQR Capital Management | 0.00% | Add +2.4% | 9,595 | $532K |
| Foster Group, Inc. | 0.02% | Add +3.1% | 9,571 | $531K |
| Absolute Capital Management, LLC | 0.29% | Add +5.5% | 9,544 | $530K |
| Partners in Financial Planning | 0.11% | Reduce -51.7% | 9,525 | $528K |
| Manhattan West Asset Management, LLC | 0.14% | Reduce -25.1% | 9,404 | $521K |
| Objective Capital Management, LLC | 0.35% | Reduce -7.3% | 9,399 | $521K |
| Ashford Advisors, LLC | 0.12% | No change | 9,358 | $519K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +21.2% | 9,344 | $518K |
| Elser Financial Planning, Inc | 0.03% | New | 9,296 | $515K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -5.7% | 9,275 | $514K |
| PUREfi Wealth, LLC | 0.50% | — | 9,188 | $509K |
| Panoramic Investment Advisors, LLC | 0.33% | Reduce -0.6% | 9,156 | $508K |
| FWG Investments, LLC. | 0.39% | Add +43.7% | 9,134 | $506K |
| Western Wealth Management, LLC | 0.03% | Add +14.8% | 9,102 | $505K |
| Maridea Wealth Management LLC | 0.16% | — | 8,955 | $497K |
| Semmax Financial Advisors Inc. | 0.13% | Add +28.4% | 8,671 | $496K |
| Apella Capital, LLC | 0.02% | Reduce -36.2% | 8,868 | $492K |
| Stonebridge Financial Planning Group, LLC | 0.22% | Add +18.6% | 8,830 | $490K |
| Emergent Wealth Advisors, LLC | 0.35% | Add +4.5% | 8,773 | $486K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +66.5% | 8,771 | $486K |
| Portland Global Advisors LLC | 0.06% | Reduce -0.0% | 8,745 | $485K |
| Marathon Strategic Advisors, LLC | 0.52% | Add +7.3% | 8,733 | $484K |
| Keudell/Morrison Wealth Management | 0.13% | Reduce -29.1% | 8,725 | $484K |
| Novem Group | 0.07% | — | 8,639 | $479K |
| Vermillion & White Wealth Management Group, LLC | 0.35% | Add +36.1% | 8,625 | $478K |
| GK Wealth Management LLC | 0.60% | — | 8,600 | $477K |
| Beaird Harris Wealth Management, LLC | 0.04% | Add +0.5% | 8,579 | $476K |
| Latitude Advisors, LLC | 0.27% | Add +44.7% | 8,534 | $473K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +15.9% | 8,522 | $473K |
| Comprehensive Money Management Services LLC | 0.39% | — | 8,505 | $472K |
| Clearstead Advisors, LLC | 0.01% | Add +0.1% | 8,480 | $470K |
| Catalyst Financial Partners LLC | 0.09% | Reduce -7.0% | 8,475 | $470K |
| Aspetuck Financial Management LLC | 0.36% | — | 8,420 | $467K |
| Avantra Family Wealth, Inc. | 0.44% | — | 8,397 | $466K |
| Catalina Capital Group, LLC | 0.15% | Add +5.1% | 8,379 | $465K |
| TFO Wealth Partners, LLC | 0.22% | No change | 8,307 | $461K |
| Wealthcare Capital Partners, LLC | 0.24% | — | 8,295 | $460K |
| Accelerate Investment Advisors LLC | 0.40% | Add +22.1% | 8,146 | $452K |
| Mittelman Wealth Management | 0.41% | Add +0.7% | 8,044 | $446K |
| F&V Capital Management, LLC | 0.12% | Reduce -12.3% | 8,010 | $444K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -47.9% | 7,963 | $442K |
| Denver Wealth Management, Inc. | 0.20% | Reduce -11.0% | 7,819 | $434K |
| SJS Investment Consulting Inc. | 0.07% | No change | 7,807 | $433K |
| Exchange Capital Management, Inc. | 0.07% | Reduce -0.7% | 7,664 | $425K |
| Moors & Cabot, Inc. | 0.02% | Add +77.5% | 7,598 | $421K |
| NorthCoast Asset Management LLC | 0.00% | New | 7,529 | $417K |
| Quantinno Capital Management LP | 0.00% | Add +50.0% | 7,507 | $416K |
| Arcadia Wealth Management, LLC | 0.21% | Add +2.1% | 7,449 | $413K |
| SVB Wealth LLC | 0.01% | New | 7,422 | $412K |
| World Equity Group, Inc. | 0.09% | Add +83.3% | 7,416 | $411K |
| Semus Wealth Partners LLC | 0.27% | Add +20.5% | 7,286 | $404K |
| VestGen Investment Management | 0.11% | Reduce -19.9% | 7,217 | $400K |
| Dentgroup LLC | 0.31% | Add +13.7% | 7,214 | $400K |
| Marcum Wealth, LLC | 0.03% | Reduce -6.1% | 7,178 | $398K |
| Fairvoy Private Wealth, LLC | 0.11% | — | 7,156 | $397K |
| Arete Wealth Advisors, LLC | 0.03% | Add +37.2% | 7,134 | $396K |
| ARK & TLK Investments, LLC | 0.14% | Add +0.3% | 7,101 | $394K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -20.1% | 7,073 | $393K |
| Narus Financial Partners, LLC | 0.13% | Add +76.8% | 7,071 | $392K |
| FLP Wealth Management, LLC | 1.00% | — | 7,054 | $391K |
| Sound Income Strategies, LLC | 0.02% | Add +24.3% | 7,026 | $390K |
| Gotham Asset Management | 0.00% | Reduce -80.8% | 7,025 | $390K |
| Transce3nd, LLC | 0.13% | — | 6,939 | $385K |
| Morling Financial Advisors, LLC | 0.13% | Add +3.8% | 6,927 | $384K |
| PDS Planning, Inc | 0.03% | Add +7.8% | 6,906 | $383K |
| Tempus Wealth Planning, LLC | 0.12% | Add +42.9% | 6,848 | $380K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 6,119 | $374K |
| Magnus Financial Group LLC | 0.04% | Add +19.1% | 6,586 | $365K |
| Central Pacific Bank - Trust Division | 0.05% | Add +90.2% | 6,580 | $365K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 6,444 | $357K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 6,396 | $355K |
| American Investment Services, Inc. | 0.06% | No change | 6,370 | $353K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +37.8% | 6,292 | $349K |
| Vontobel Holding Ltd. | 0.00% | No change | 6,266 | $347K |
| Pines Wealth Management, LLC | 0.15% | — | 6,188 | $343K |
| Blue Oak Capital, LLC | 0.21% | — | 6,161 | $342K |
| LGT Financial Advisors LLC | 0.75% | Add +4.5% | 6,129 | $340K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.1% | 6,076 | $337K |
| Lantern Wealth Advisors, LLC | 0.22% | Add +3.1% | 6,045 | $335K |
| MSH Capital Advisors LLC | 0.11% | Add +17.5% | 6,023 | $334K |
| Retirement Income Solutions, Inc. | 0.07% | Add +12.6% | 5,956 | $330K |
| Goldstein Advisors, LLC | 0.05% | Add +51.5% | 5,932 | $329K |
| Signaturefd, LLC | 0.01% | Reduce -1.8% | 5,901 | $327K |
| Ironwood Investment Management LLC | 0.16% | Reduce -0.1% | 5,831 | $323K |
| Full Sail Capital, LLC | 0.02% | Add +53.3% | 5,815 | $322K |
| Prospera Financial Services Inc | 0.01% | Add +68.7% | 5,760 | $319K |
| Lloyd Advisory Services, LLC. | 0.15% | Add +4.7% | 5,726 | $317K |
| Alterna Wealth Management, Inc. | 0.27% | Add +12.9% | 5,717 | $317K |
| Wolverine Trading, LLC | 0.01% | New | 5,667 | $315K |
| Lavaca Capital LLC | 0.13% | Add +0.7% | 5,525 | $306K |
| Mascagni Wealth Management, Inc. | 0.30% | — | 5,549 | $306K |
| Personal Cfo Solutions, LLC | 0.06% | Reduce -5.5% | 5,427 | $301K |
| Root Financial Partners, LLC | 0.04% | Reduce -25.8% | 5,411 | $300K |
| True North Advisors, LLC | 0.07% | New | 5,342 | $296K |
| Waterloo Capital, L.P. | 0.03% | Reduce -34.2% | 5,257 | $292K |
| Altfest L J & Co. Inc. | 0.04% | No change | 5,251 | $291K |
| Bridge Creek Capital Management LLC | 0.09% | Add +25.1% | 5,214 | $289K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 5,200 | $288K |
| Ridgeline Wealth, LLC | 0.23% | — | 5,180 | $287K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +27.8% | 5,178 | $287K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 5,143 | $285K |
| Vanguard Group Inc. | 0.00% | Reduce -43.1% | 5,123 | $284K |
| Greenwich Wealth Management LLC | 0.02% | Add +4.1% | 5,102 | $283K |
| Elevated Capital Advisors, LLC | 0.08% | Reduce -7.9% | 5,093 | $282K |
| Conning Inc. | 0.01% | Add +45.5% | 5,091 | $282K |
| Two West Capital Advisors LLC | 0.24% | Add +35.1% | 5,032 | $279K |
| Flputnam Investment Management Co. | 0.01% | Add +0.5% | 5,028 | $279K |
| Impact Partnership Wealth, LLC | 0.06% | New | 5,006 | $278K |
| Sachetta, LLC | 0.11% | Add +11.1% | 5,000 | $277K |
| Fulcrum Equity Management | 0.27% | Add +1.8% | 4,973 | $276K |
| Athena Investment Management | 0.16% | No change | 4,959 | $275K |
| DF Dent & Co. Inc. | 0.00% | No change | 4,930 | $273K |
| ORG Partners LLC | 0.04% | Reduce -78.3% | 4,739 | $263K |
| Mills Wealth Advisors LLC | 0.15% | No change | 4,664 | $259K |
| Fifth Third Securities, Inc. | 0.02% | Add +3.2% | 4,627 | $257K |
| Executive Wealth Management, LLC | 0.02% | New | 4,620 | $256K |
| O'Brien Wealth Partners LLC | 0.05% | New | 4,605 | $255K |
| Axxcess Wealth Management, LLC | 0.01% | Add +4.1% | 4,604 | $255K |
| Wintrust Investments LLC | 0.22% | Add +12.1% | 4,584 | $254K |
| Sheets Smith Wealth Management | 0.03% | Add +1.4% | 4,559 | $253K |
| Buttonwood Financial Group, LLC | 0.14% | Add +7.4% | 4,410 | $252K |
| Allie Family Office LLC | 0.14% | No change | 4,542 | $252K |
| Verdence Capital Advisors LLC | 0.02% | No change | 4,536 | $252K |
| DAVENPORT & Co LLC | 0.00% | Add +31.9% | 4,510 | $250K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +3875.9% | 4,453 | $247K |
| Tenon Financial LLC | 0.16% | Add +1.1% | 4,437 | $247K |
| Accel Wealth Management | 0.09% | No change | 4,392 | $244K |
| WNY Asset Management, LLC | 0.03% | Add +33.7% | 4,459 | $243K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Add +16.3% | 4,385 | $243K |
| Greenleaf Trust | 0.00% | Reduce -17.3% | 4,343 | $241K |
| Prudent Man Investment Management, Inc. | 0.13% | — | 4,292 | $238K |
| Independent Financial Group, LLC | 0.01% | Add +1.5% | 4,289 | $238K |
| UMB Bank, n.a. | 0.00% | Reduce -42.7% | 4,287 | $238K |
| Herold Advisors, Inc. | 0.05% | Reduce -8.9% | 4,273 | $237K |
| Freedom Investment Management, Inc. | 0.02% | Add +3.1% | 4,235 | $235K |
| Maiden Cove Capital, LLC | 0.35% | New | 4,141 | $230K |
| Avion Wealth | 0.06% | No change | 4,142 | $229K |
| Oliver Lagore Vanvalin Investment Group | 0.06% | Add +5.0% | 4,116 | $228K |
| Elios Financial Group Inc. | 0.11% | New | 4,091 | $227K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -2.0% | 4,084 | $226K |
| WR Wealth Planners, LLC | 0.07% | Reduce -64.0% | 4,051 | $225K |
| Hudock, Inc. | 0.04% | New | 4,025 | $223K |
| Pinney & Scofield, Inc. | 0.17% | — | 4,000 | $222K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -25.6% | 3,970 | $220K |
| Lion Street Advisors, LLC | 0.07% | New | 3,970 | $220K |
| Litman Gregory Wealth Management LLC | 0.02% | Add +2.4% | 3,968 | $220K |
| Phraction Management LLC | 0.08% | No change | 3,960 | $220K |
| Buffington Mohr McNeal | 0.04% | No change | 3,950 | $219K |
| First National Bank of Mount Dora, Trust Investment Services | 0.05% | No change | 3,932 | $218K |
| Cary Street Partners Investment Advisory LLC | 0.14% | New | 3,931 | $218K |
| Guidance Point Advisors, LLC | 0.06% | Reduce -13.2% | 3,902 | $216K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +86.0% | 3,877 | $215K |
| Jackson Creek Investment Advisors LLC | 0.06% | No change | 3,828 | $212K |
| Hudson Value Partners, LLC | 0.08% | No change | 3,800 | $211K |
| LMCG Investments, LLC | 0.01% | Add +1.3% | 3,789 | $210K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +1.3% | 3,789 | $210K |
| Northwest Wealth Management, LLC | 0.04% | No change | 3,721 | $206K |
| Avantax Planning Partners, Inc. | 0.01% | New | 3,668 | $203K |
| RS Crum Inc. | 0.05% | New | 3,665 | $203K |
| Gilliland Jeter Wealth Management LLC | 0.07% | Add +34.8% | 3,647 | $202K |
| Invera Wealth Advisors, LLC | 0.20% | Reduce -3.4% | 3,501 | $201K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -5.0% | 3,608 | $200K |
| LFA - Lugano Financial Advisors SA | 0.13% | No change | 3,547 | $197K |
| CIBC Private Wealth Group LLC | 0.00% | Add +13.8% | 3,487 | $196K |
| Ramirez Asset Management, Inc. | 0.04% | Add +18.4% | 3,488 | $193K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | New | 3,455 | $192K |
| Northwest Capital Management Inc | 0.08% | New | 3,382 | $188K |
| Golden State Wealth Management, LLC | 0.03% | — | 3,206 | $178K |
| Quadrant Capital Group LLC | 0.01% | Reduce -48.0% | 3,189 | $177K |
| Bogart Wealth, LLC | 0.01% | Add +24.1% | 3,176 | $176K |
| American National Bank & Trust | 0.02% | No change | 3,175 | $176K |
| Continuum Advisory, LLC | 0.02% | Add +2.2% | 2,682 | $149K |
| Cape Investment Advisory, Inc. | 0.06% | Reduce -0.9% | 2,667 | $148K |
| Rosenberg Matthew Hamilton | 0.04% | Add +2.0% | 2,491 | $138K |
| Carolinas Wealth Consulting LLC | 0.03% | No change | 2,427 | $135K |
| TD Private Client Wealth LLC | 0.00% | Reduce -1.5% | 2,370 | $131K |
| FAS Wealth Partners, Inc. | 0.01% | Add +22.1% | 2,358 | $131K |
| Larson Financial Group LLC | 0.01% | Add +0.8% | 2,351 | $130K |
| Abound Wealth Management | 0.04% | Add +2.1% | 2,058 | $114K |
| Bank of New Hampshire | 0.03% | No change | 2,055 | $114K |
| Mainstream Capital Management LLC | 0.07% | New | 1,894 | $105K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +10.5% | 1,879 | $104K |
| Global Financial Private Client, LLC | 0.04% | Reduce -2.3% | 1,848 | $102K |
| Bangor Savings Bank | 0.01% | No change | 1,802 | $100K |
| Criterion Capital Advisors, LLC | 0.06% | No change | 1,665 | $99K |
| Avior Wealth Management, LLC | 0.00% | Add +41.1% | 1,758 | $97K |
| Allworth Financial LP | 0.00% | Reduce -18.4% | 1,680 | $96K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,672 | $93K |
| Kings Path Partners LLC | 0.04% | Add +5.3% | 1,649 | $91K |
| Accredited Wealth Management, LLC | 0.08% | — | 1,616 | $90K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 1,569 | $87K |
| Bell Investment Advisors, Inc | 0.01% | Add +38.6% | 1,446 | $80K |
| First PREMIER Bank | 0.02% | Reduce -41.5% | 1,410 | $78K |
| Element Wealth, LLC | 0.04% | Add +273.2% | 1,366 | $76K |
| REAP Financial Group, LLC | 0.02% | Add +0.8% | 1,365 | $76K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -95.9% | 1,355 | $75K |
| EnRich Financial Partners LLC | 0.02% | No change | 1,349 | $75K |
| Harbor Investment Advisory, LLC | 0.01% | Add +752.4% | 1,236 | $69K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,228 | $68K |
| Zions Bancorporation, N.A. | 0.00% | No change | 1,105 | $61K |
| Hollencrest Capital Management | 0.00% | No change | 1,071 | $59K |
| Richards, Merrill & Peterson, Inc. | 0.03% | — | 1,065 | $59K |
| Kestra Investment Management, LLC | 0.00% | New | 995 | $55K |
| Wolff Wiese Magana LLC | 0.04% | No change | 975 | $54K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +6742.9% | 958 | $53K |
| Red Tortoise LLC | 0.03% | Add +1.9% | 930 | $52K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +3.1% | 839 | $47K |
| CarsonAllaria Wealth Management, Ltd. | 0.03% | Add +1.9% | 820 | $45K |
| TCTC Holdings, LLC | 0.00% | No change | 790 | $44K |
| Rice Partnership, LLC | 0.01% | Add +19.4% | 782 | $43K |
| Quest 10 Wealth Builders, Inc. | 0.04% | — | 724 | $40K |
| Financial Perspectives, Inc | 0.01% | No change | 716 | $40K |
| Arlington Trust Co LLC | 0.01% | No change | 696 | $39K |
| Albion Financial Group | 0.00% | No change | 695 | $39K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -1.2% | 682 | $38K |
| National Bank of Canada | 0.00% | New | 679 | $38K |
| Ameriflex Group, Inc. | 0.02% | — | 661 | $37K |
| Fourth Dimension Wealth, LLC | 0.02% | — | 664 | $37K |
| Fifth Third Bancorp | 0.00% | No change | 618 | $34K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 592 | $33K |
| Cedar Wealth Management, LLC | 0.01% | No change | 590 | $33K |
| Tidemark, LLC | 0.01% | Add +14525.0% | 585 | $32K |
| Geneos Wealth Management Inc. | 0.00% | Add +164.2% | 539 | $30K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 505 | $28K |
| Tucker Asset Management LLC | 0.01% | Reduce -11.3% | 494 | $27K |
| Nemes Rush Group LLC | 0.00% | New | 476 | $26K |
| GAMMA Investing LLC | 0.00% | No change | 432 | $24K |
| Grove Bank & Trust | 0.00% | No change | 430 | $24K |
| Country Trust Bank | 0.00% | No change | 424 | $24K |
| PSI Advisors, LLC | 0.01% | New | 399 | $22K |
| Wells Financial Advisors INC | 0.03% | Add +19.7% | 370 | $21K |
| Trust Co | 0.00% | No change | 370 | $21K |
| Measured Risk Portfolios, Inc. | 0.02% | — | 333 | $18K |
| Founders Financial Alliance, LLC | 0.01% | No change | 327 | $18K |
| Rothschild Investment LLC | 0.00% | No change | 320 | $18K |
| Sandy Spring Bank | 0.00% | No change | 304 | $17K |
| Headlands Technologies LLC | 0.00% | Reduce -67.4% | 295 | $16K |
| FWL Investment Management, LLC | 0.01% | Add +28.8% | 282 | $16K |
| GS Investments, Inc. | 0.01% | New | 275 | $15K |
| Private Wealth Management Group, LLC | 0.00% | No change | 231 | $13K |
| Beacon Capital Management, LLC | 0.00% | Add +13.2% | 214 | $12K |
| Deane Retirement Strategies, Inc. | 0.01% | New | 203 | $11K |
| First Command Advisory Services, Inc. | 0.00% | No change | 201 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 197 | $11K |
| Grand Wealth Management, LLC | 0.01% | Reduce -13.2% | 191 | $11K |
| Arax Advisory Partners | 0.00% | Add +8.8% | 185 | $10K |
| Tompkins Financial Corp. | 0.00% | New | 171 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 167 | $9K |
| Covestor Ltd | 0.01% | Add +34.9% | 170 | $9K |
| Evermay Wealth Management LLC | 0.00% | No change | 149 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +127.1% | 134 | $8K |
| Reyes Financial Architecture, Inc. | 0.01% | — | 137 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | Reduce -77.8% | 128 | $7K |
| JNBA Financial Advisors | 0.00% | Add +1.7% | 120 | $7K |
| Caitlin John, LLC | 0.00% | Add +1.7% | 119 | $7K |
| Concord Wealth Partners | 0.00% | Reduce -99.6% | 118 | $7K |
| Stonebridge Financial Group, LLC | 0.00% | — | 118 | $7K |
| Chesapeake Asset Management LLC | 0.01% | No change | 117 | $6K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 103 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 100 | $6K |
| Decker Retirement Planning Inc. | 0.00% | — | 95 | $5K |
| Glassman Wealth Services | 0.00% | New | 93 | $5K |
| Hurley Capital, LLC | 0.00% | — | 84 | $5K |
| Winch Advisory Services, LLC | 0.00% | New | 84 | $5K |
| Eagle Bay Advisors LLC | 0.00% | No change | 74 | $4K |
| Park Square Financial Group, LLC | 0.00% | — | 68 | $4K |
| POM Investment Strategies, LLC | 0.00% | New | 62 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 60 | $3K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 58 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 52 | $3K |
| First Financial Corp. | 0.00% | No change | 52 | $3K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 45 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 40 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 40 | $2K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 35 | $2K |
| Wingate Wealth Advisors, Inc. | 0.00% | — | 30 | $2K |
| Archer Investment Corp | 0.00% | New | 29 | $2K |
| West Paces Advisors Inc. | 0.00% | Add +4.0% | 26 | $1K |
| FPC Investment Advisory, Inc. | 0.00% | No change | 25 | $1K |
| Affinity Wealth LLC | 0.00% | — | 25 | $1K |
| New Millennium Group LLC | 0.00% | New | 24 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 18 | $998 |
| PMV Capital Advisers, LLC | 0.00% | — | 14 | $776 |
| Frazier Financial Advisors, LLC | 0.00% | New | 11 | $611 |
| Roxbury Financial LLC | 0.00% | — | 10 | $587 |
| Lanark Financial, Inc. | 0.04% | — | 8 | $489 |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 4 | $222 |
| EPG Wealth Management LLC | 0.00% | No change | 4 | $222 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 4 | $222 |
| Trust Co. of Vermont | 0.00% | New | 1 | $55 |
| Centerpoint Advisors, LLC | 0.00% | No change | 5 | $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.