iShares MSCI Emr MRK Ex ChnaEMXCETF

13F holders, Q3 2025 (September 30)
794holders −38
50new positions
78sold out
5famous investors
$67.57avg. 13F price*

At the end of Q3 2025, 794 institutions reported holding iShares MSCI Emr MRK Ex Chna (EMXC) in their 13F filings, down 38 from Q2 2025. 50 opened new positions and 78 sold out. The largest holders were Bank of America Corp. ($844.8M), Bank of New York Mellon Corp ($485.1M) and Northern Trust Corp. ($476.4M). 5 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

05001,0001,500 Q1 2024: 755Q1 2024Q2 2024: 820Q2 2024Q3 2024: 858Q3 2024Q4 2024: 914Q4 2024Q1 2025: 872Q1 2025Q2 2025: 832Q2 2025Q3 2025: 794Q3 2025Q4 2025: 876Q4 2025Q1 2026: 935Q1 2026Q2 2026: 1,025Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions50$371.2M
Exits78$704.1M

All 13F filers, Q2 2025 → Q3 2025: 11,111,866 shares bought and 32,031,026 shares sold, net −20,919,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 794 holders

Bank of America Corp. 0.06% Add +5.7% 12,513,299 $844.8M
Bank of New York Mellon Corp 0.09% Reduce -25.9% 7,185,613 $485.1M
Northern Trust Corp. 0.06% Add +5.1% 7,057,055 $476.4M
Northwestern Mutual Wealth Management Co. 0.21% Add +2.6% 4,685,008 $316.3M
Ameriprise Financial Inc. 0.07% Reduce -8.0% 4,366,936 $295.0M
Morgan Stanley 0.02% Reduce -3.0% 3,732,465 $252.0M
Jane Street Group, LLC 0.30% New 3,719,407 $251.1M
Teacher Retirement System of Texas 0.88% Reduce -46.9% 3,239,687 $218.7M
Richard Bernstein Advisors LLC 5.57% Reduce -2.2% 2,831,289 $195.3M
Cullen/Frost Bankers, Inc. 2.05% Add +3.6% 2,609,474 $176.2M
Victory Capital Management Inc. 0.10% Reduce -27.6% 2,475,606 $167.1M
BlackRock, Inc. 0.00% Reduce -61.9% 2,400,365 $162.0M
JPMorgan Chase & Co. 0.01% Reduce -14.9% 2,205,123 $148.9M
Wells Fargo & Company 0.03% Reduce -11.4% 2,089,681 $141.1M
LPL Financial LLC 0.04% Reduce -26.6% 2,087,143 $140.9M
Citigroup Inc. 0.09% Add +5.9% 1,884,675 $127.2M
Valmark Advisers, Inc. 1.53% Add +2.1% 1,756,280 $118.6M
UBS Group AG 0.02% Reduce -13.4% 1,739,434 $117.4M
CENTRAL TRUST Co 2.45% Add +8.3% 1,737,860 $117.3M
US Bancorp \de 0.13% Reduce -0.5% 1,624,255 $109.7M
Envestnet Asset Management Inc. 0.03% Reduce -50.3% 1,610,115 $108.7M
Russell Investments Group, Ltd. 0.11% Add +5.2% 1,431,332 $96.6M
Johns Hopkins University 5.36% No change 1,423,744 $96.1M
Stifel Financial Corp. 0.08% Reduce -0.5% 1,347,407 $91.0M
Eastern Bank 1.61% Add +23.4% 1,345,182 $90.8M
Flow Traders U.S. LLC 3.57% Reduce -3.3% 1,297,287 $87.6M
Partners Capital Investment Group, LLP 2.90% Reduce -25.4% 1,081,293 $73.0M
Composition Wealth, LLC 1.09% Reduce -30.7% 1,075,339 $72.6M
HighTower Advisors, LLC 0.08% Reduce -11.2% 1,058,807 $71.5M
Royal Bank of Canada 0.01% Add +47.3% 1,050,859 $70.9M
Prudential PLC 0.52% Add +12.3% 1,039,600 $70.2M
Avidian Wealth Enterprises, LLC 2.42% Add +0.5% 951,666 $64.2M
Raymond James Financial Inc. 0.02% Reduce -11.9% 877,117 $59.2M
RiverFront Investment Group, LLC 0.99% Add +4.0% 824,023 $56.4M
Creative Planning 0.04% Reduce -3.3% 794,888 $53.7M
Hughes Financial Services, LLC 8.47% Add +1.1% 737,223 $53.2M
Mariner, LLC 0.07% Add +1.6% 769,369 $51.9M
State of Wisconsin Investment Board 0.12% No change 746,842 $50.4M
1ST Source Bank 2.64% Add +2.1% 741,030 $50.0M
Evoke Wealth, LLC 1.03% Add +4.0% 733,764 $49.5M
United Bank 5.82% Reduce -3.3% 723,300 $48.8M
Absolute Gestao de Investimentos Ltda. 6.38% New 715,000 $48.3M
Commonwealth Equity Services, LLC 0.06% Reduce -9.7% 696,243 $47.0M
Hancock Whitney Corp. 0.82% Reduce -4.3% 667,426 $45.1M
Aprio Wealth Management, LLC 4.30% Add +3.1% 639,828 $43.2M
Osaic Holdings, Inc. 0.06% Reduce -4.2% 653,425 $43.1M
Anderson Hoagland & Co. 3.74% Add +10.6% 617,107 $41.7M
Tiaa Trust, National Association 0.10% Reduce -15.7% 615,628 $41.6M
TRUE Private Wealth Advisors 3.95% Add +6.2% 573,426 $38.7M
New York Life Investment Management LLC 0.34% Reduce -10.8% 564,840 $38.1M
PNC Financial Services Group, Inc. 0.02% Add +1.7% 563,454 $38.0M
Focus Partners Wealth 0.06% Add +2.1% 550,397 $37.2M
Advocacy Wealth Management, LLC 1.59% Reduce -1.1% 542,951 $36.7M
Baird Financial Group, Inc. 0.05% Reduce -2.8% 501,590 $33.9M
Oppenheimer Asset Management Inc. 0.37% Add +0.7% 498,009 $33.6M
Clearwater Capital Advisors, LLC 2.78% Add +0.7% 483,564 $32.6M
Crestwood Advisors Group, LLC 0.52% Add +2.4% 456,717 $30.8M
Sentinel Trust Co. Lba 3.14% No change 456,200 $30.8M
Armstrong Advisory Group, Inc. 2.15% Add +1.3% 450,646 $30.4M
Cetera Investment Advisers 0.03% Reduce -22.5% 436,831 $29.5M
Janney Montgomery Scott LLC 0.07% Reduce -43.0% 436,466 $29.5M
Professional Advisory Services Inc. 3.49% Add +23.7% 436,024 $29.4M
Legacy Edge Advisors, LLC 3.44% Add +10.2% 432,899 $29.2M
Captrust Financial Advisors 0.06% Reduce -0.1% 431,355 $29.1M
Integrated Wealth Concepts LLC 0.25% Reduce -6.2% 413,805 $27.9M
Curi Capital, LLC 0.50% Reduce -5.7% 404,391 $27.3M
Artemis Wealth Advisors, LLC 4.05% Add +4.0% 405,902 $27.0M
Farther Finance Advisors, LLC 0.40% Add +78.7% 392,289 $26.5M
McKinley Carter Wealth Services, Inc. 1.36% Reduce -1.9% 383,799 $25.9M
Sanctuary Advisors, LLC 0.14% Reduce -9.3% 355,174 $24.0M
Soros Fund Management 0.55% No change 354,686 $23.9M
Legacy Financial Group LLC 3.04% Add +8.5% 344,468 $23.3M
Citadel Advisors 0.02% Add +1405.3% 337,370 $22.8M
Mutual of America Capital Management LLC 0.23% Reduce -0.7% 323,604 $21.8M
Cwm, LLC 0.07% Add +4.3% 321,592 $21.7M
Thrivent Financial for Lutherans 0.04% Reduce -9.0% 319,299 $21.6M
Prime Buchholz LLC 11.85% No change 319,235 $21.6M
Stockman Wealth Management, Inc. 2.63% Add +1.1% 313,924 $21.2M
Beam Wealth Advisors, Inc. 5.72% Add +7.2% 310,901 $21.0M
Tradition Wealth Management, LLC 1.52% Add +7.4% 303,933 $20.5M
Susquehanna International Group, LLP 0.03% Reduce -66.1% 303,050 $20.5M
Schroder Investment Management Group 0.02% Add +52.8% 303,779 $20.5M
Seascape Capital Management 5.85% Add +1.3% 301,937 $20.4M
Carr Financial Group Corp 5.57% Add +24.5% 300,268 $20.3M
Agf Management Ltd. 0.09% Reduce -0.6% 291,973 $19.7M
Cardinal Strategic Wealth Guidance 5.04% Reduce -0.5% 277,449 $18.7M
Chicago Partners Investment Group LLC 0.44% Reduce -1.8% 232,914 $16.9M
City of London Investment Management Co. Ltd. 1.23% New 246,518 $16.6M
Nomura Asset Management Co. Ltd. 0.04% Reduce -27.6% 245,900 $16.6M
Pathstone Holdings, LLC 0.06% Reduce -0.6% 242,457 $16.4M
Qube Research & Technologies Ltd 0.02% Add +926.7% 238,829 $16.1M
Columbia Bank 4.50% Add +6.6% 230,656 $16.1M
Trail Ridge Investment Advisors, LLC 6.89% Add +1.1% 227,767 $15.4M
Corient Private Wealth LP 0.02% Add +44.8% 225,732 $15.2M
Wealthcare Advisory Partners LLC 0.32% Add +1.8% 223,942 $15.1M
Goldman Sachs Group Inc. 0.00% Reduce -57.1% 215,837 $14.6M
Focus Financial Network, Inc. 0.52% Add +1039.2% 215,723 $14.6M
Vestor Capital, LLC 0.93% Add +1694.6% 215,347 $14.5M
Tidal Investments LLC 0.06% Add +206.9% 213,292 $14.4M
Arkansas Financial Group, Inc. 2.11% Reduce -0.5% 211,923 $14.3M
National Bank of Canada 0.02% New 211,700 $14.3M
Ayalon Insurance Comp Ltd. 3.60% Reduce -1.7% 211,062 $14.2M
World Investment Advisors 0.29% Reduce -8.8% 210,530 $14.2M
Mercer Global Advisors Inc. 0.02% Reduce -24.5% 209,206 $14.1M
Elevation Point Wealth Partners, LLC 0.97% Add +14.5% 206,503 $13.9M
Oarsman Capital, Inc. 1.84% Add +3.3% 194,831 $13.2M
Eagle Bluffs Wealth Management LLC 5.62% Add +1.7% 192,986 $13.0M
MML Investors Services, LLC 0.03% Reduce -50.1% 192,566 $13.0M
MAI Capital Management 0.08% Add +20.6% 186,843 $12.6M
Ashton Thomas Private Wealth, LLC 0.33% Add +11.6% 186,785 $12.6M
McIlrath & Eck, LLC 1.28% Add +5.1% 183,656 $12.4M
Greenwood Capital Associates LLC 1.42% Add +4.1% 182,465 $12.3M
Marshall Wace, LLP 0.01% Add +160.1% 179,400 $12.1M
Courier Capital LLC 0.69% Add +2.3% 178,705 $12.1M
Townsend & Associates, Inc 1.14% Reduce -5.8% 170,412 $12.0M
State of Wyoming 1.31% No change 170,131 $11.5M
Strategic Blueprint, LLC 0.49% Add +11.7% 167,866 $11.3M
Belpointe Asset Management LLC 0.43% Add +3.6% 167,431 $11.3M
Heck Capital Advisors, LLC 0.85% Reduce -3.9% 163,361 $11.0M
FLC Capital Advisors 2.11% Reduce -1.6% 161,076 $10.9M
Legal & General Group Plc 0.00% Reduce -53.6% 157,395 $10.6M
&partners 0.07% Reduce -7.5% 157,077 $10.6M
Bank of Montreal 0.00% Reduce -2.2% 156,749 $10.6M
Ullmann Wealth Partners Group, LLC 1.15% Reduce -5.8% 155,999 $10.5M
Central Bank & Trust Co. 1.64% Reduce -9.8% 154,386 $10.4M
NewEdge Advisors, LLC 0.05% Reduce -34.3% 154,110 $10.4M
Federation des caisses Desjardins du Quebec 0.04% Add +39.9% 151,049 $10.2M
Ancora Advisors LLC 0.20% Reduce -16.6% 150,285 $10.1M
Bank of Nova Scotia 0.02% Add +50.0% 150,000 $10.1M
Pecaut & Co. 3.22% Add +6.8% 148,502 $10.0M
Bare Financial Services, Inc 2.98% Add +3.0% 147,842 $10.0M
Chatham Capital Group, Inc. 1.39% Add +10.2% 142,680 $9.6M
Darwin Wealth Management, LLC 3.02% Add +6.5% 140,603 $9.5M
Prasad Wealth Partners, LLC 2.64% Reduce -10.0% 140,515 $9.5M
Orion Porfolio Solutions, LLC 0.07% Reduce -11.8% 138,692 $9.4M
Cerity Partners LLC 0.02% Reduce -15.7% 137,544 $9.3M
Private Advisor Group, LLC 0.05% Reduce -8.8% 136,549 $9.2M
Raelipskie Partnership 3.95% Add +0.8% 136,082 $9.2M
Black Swift Group, LLC 1.60% Add +15.8% 134,185 $9.1M
Fifth Third Wealth Advisors LLC 0.33% Add +11.0% 133,689 $9.0M
Nelson Capital Management, LLC 1.07% Reduce -1.4% 133,594 $9.0M
SlateStone Wealth, LLC 0.78% Add +6.8% 132,643 $9.0M
Citizens Business Bank 1.49% Add +1.1% 132,583 $9.0M
DRW Securities, LLC 0.45% New 129,879 $8.8M
Regions Financial Corp. 0.06% Add +0.3% 127,363 $8.6M
Wallington Asset Management, LLC 1.10% Add +0.7% 125,945 $8.5M
Atlantic Edge Private Wealth Management, LLC 2.15% Reduce -1.1% 123,709 $8.4M
Stratos Wealth Partners, LTD. 0.10% Add +89.5% 123,496 $8.3M
Keybank National Association 0.03% Add +3.1% 119,623 $8.1M
Ethos Financial Group, LLC 0.62% Reduce -6.9% 116,586 $7.9M
Intelligence Driven Advisers, LLC 1.08% Add +9.7% 115,870 $7.8M
1 North Wealth Services LLC 3.17% Reduce -1.6% 114,717 $7.7M
Randall & Associates Wealth Management 5.59% Reduce -4.3% 114,008 $7.7M
Zhang Financial LLC 0.31% Add +5.8% 112,880 $7.6M
BNP Paribas Financial Markets 0.01% Add +181.9% 111,290 $7.5M
OneDigital Investment Advisors LLC 0.08% Reduce -9.4% 110,098 $7.4M
REDW Wealth LLC 2.80% Reduce -1.5% 109,849 $7.4M
Fortis Capital Advisors, LLC 1.17% Add +5.9% 109,695 $7.4M
Blue Trust, Inc. 0.08% Add +17.1% 108,098 $7.3M
Cibc World Market Inc. 0.01% Add +0.1% 106,409 $7.2M
LVM Capital Management Ltd. 0.69% Add +5.5% 106,142 $7.2M
Ironsides Asset Advisors, LLC 1.82% Add +2.7% 104,639 $7.1M
Choreo, LLC 0.09% Add +0.9% 104,559 $7.1M
Pekin Hardy Strauss, Inc. 0.71% Add +4.5% 103,606 $7.0M
Snowden Capital Advisors LLC 0.19% Add +0.2% 102,244 $6.9M
Matthew Goff Investment Advisor, LLC 1.17% Reduce -0.3% 101,828 $6.9M
MBL Wealth, LLC 0.60% Add +0.3% 101,514 $6.9M
Grey Ledge Advisors, LLC 1.55% Add +3.9% 101,392 $6.8M
Plum Street Advisors, LLC 2.64% Add +2.9% 101,161 $6.8M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -10.3% 100,623 $6.8M
Perigon Wealth Management, LLC 0.14% Add +5.0% 99,320 $6.7M
Forthright Family Wealth Advisory LLC 4.08% Add +46.2% 98,428 $6.6M
Liberty Wealth Management LLC 0.94% Reduce -6.1% 98,427 $6.6M
5th Street Advisors, LLC 3.29% Add +12.6% 98,420 $6.6M
Fortis Advisors, LLC 3.71% Reduce -7.2% 96,307 $6.5M
High Note Wealth, LLC 1.26% Add +4.1% 92,876 $6.3M
Sterling Investment Counsel, LLC 1.95% Add +40.4% 90,028 $6.1M
Principal Securities, Inc. 0.10% Add +8.8% 89,095 $6.0M
Nkcfo LLC 1.79% New 88,100 $5.9M
Ewa, LLC 1.63% Reduce -23.3% 87,373 $5.9M
Valeo Financial Advisors, LLC 0.13% Reduce -6.8% 87,199 $5.9M
Sound Stewardship, LLC 2.81% Reduce -1.2% 86,904 $5.9M
Park Avenue Securities LLC 0.04% Reduce -65.4% 82,275 $5.6M
Colonial Trust Advisors 0.43% Add +5.3% 81,801 $5.5M
Exencial Wealth Advisors, LLC 0.18% Reduce -1.2% 81,519 $5.5M
Van Hulzen Asset Management, LLC 0.41% Add +4.5% 80,675 $5.4M
Fiduciary Alliance LLC 0.37% Add +11.6% 80,670 $5.4M
Brighton Jones LLC 0.13% Reduce -0.3% 80,430 $5.4M
Compound Planning, Inc. 0.18% Reduce -81.1% 80,344 $5.4M
Norway Savings Bank 2.59% Add +0.5% 79,190 $5.3M
Rockefeller Capital Management L.P. 0.01% Add +12.2% 79,117 $5.3M
Kraft, Davis & Associates, LLC 1.29% Add +1.0% 76,925 $5.3M
NorthRock Partners, LLC 0.09% Reduce -5.7% 77,292 $5.2M
Moneta Group Investment Advisors LLC 0.04% Add +222.6% 75,322 $5.1M
Eley Financial Management, Inc 1.83% Reduce -0.0% 75,179 $5.1M
Sierra Capital LLC 0.56% Reduce -0.1% 75,096 $5.1M
Retirement Planning Group, LLC 0.17% Reduce -2.0% 73,819 $5.0M
Financial Partners Group, Inc 0.62% Add +67.8% 73,610 $5.0M
Merit Financial Group, LLC 0.05% Reduce -49.4% 73,558 $5.0M
Noble Family Wealth, LLC 1.09% Add +7.9% 73,345 $5.0M
Envision Financial LLC 2.84% Reduce -0.4% 73,332 $5.0M
Montecito Bank & Trust 0.76% — 72,791 $4.9M
Bernard Wealth Management Corp. 2.00% Add +3.0% 70,904 $4.8M
Rothschild Investment LLC 0.27% Add +18.0% 70,734 $4.8M
Foundry Financial Group, Inc. 2.49% Reduce -0.5% 70,103 $4.7M
Truist Financial Corp. 0.01% Add +2.8% 68,841 $4.6M
MJT & Associates Financial Advisory Group, Inc. 3.75% Add +13547.9% 68,376 $4.6M
IHT Wealth Management, LLC 0.12% Add +1.1% 67,731 $4.6M
Fortitude Family Office, LLC 1.23% Add +3.3% 67,289 $4.5M
Camden National Bank 0.63% Add +9.8% 67,109 $4.5M
New Wave Wealth Advisors LLC 1.76% Add +4.0% 66,843 $4.5M
Valley National Advisers Inc. 0.70% Add +6.3% 66,664 $4.5M
RFG Advisory, LLC 0.09% Add +16.6% 66,607 $4.5M
Syon Capital LLC 0.24% Reduce -28.0% 66,458 $4.5M
Commerce Bank 0.02% Add +6.8% 64,903 $4.4M
Robertson Stephens Wealth Management, LLC 0.13% Reduce -17.1% 64,329 $4.3M
Greykasell Wealth Strategies, Inc. 1.81% Add +0.0% 63,693 $4.3M
Anson Capital, Inc. 3.14% Add +0.1% 61,995 $4.2M
Franklin Resources Inc. 0.00% Add +0.8% 61,589 $4.2M
Kestra Advisory Services, LLC 0.02% Add +27.3% 61,153 $4.1M
Gallacher Capital Management LLC 1.63% Add +7.5% 61,084 $4.1M
McAdam, LLC 0.20% Add +3.8% 60,906 $4.1M
Atlas Legacy Advisors, LLC 0.79% Reduce -7.5% 60,625 $4.1M
LVW Advisors, LLC 0.42% Reduce -2.7% 60,149 $4.1M
Level Four Advisory Services, LLC 0.14% Add +14.5% 59,848 $4.0M
Jones Financial Companies LLLP 0.00% Add +16.9% 60,022 $4.0M
Cora Capital Advisors LLC 1.71% Add +0.7% 59,595 $4.0M
WCG Wealth Advisors LLC 0.25% Reduce -0.5% 58,706 $4.0M
SageView Advisory Group, LLC 0.14% Reduce -18.5% 58,473 $3.9M
Galilei Investment Office LLP 1.89% No change 58,133 $3.9M
Harvest Investment Advisors, LLC 2.28% Add +2.1% 57,450 $3.9M
Savvy Advisors, Inc. 0.18% Add +7.5% 57,353 $3.9M
Principia Wealth Advisory, LLC 2.72% Reduce -22.1% 56,446 $3.8M
Quent Capital, LLC 0.32% Add +0.0% 56,130 $3.8M
Colonial Trust Co / SC 0.51% Add +0.5% 55,740 $3.8M
Wood Tarver Financial Group, LLC 1.10% Add +2.4% 55,158 $3.7M
Shelton Wealth Management, LLC 1.73% Reduce -3.2% 55,057 $3.7M
Sei Investments Co. 0.00% No change 54,537 $3.7M
Turim 21 Investimentos Ltda. 1.24% New 54,372 $3.7M
Crescent Grove Advisors, LLC 0.35% Add +13.9% 54,063 $3.6M
Legacy Financial Advisors, Inc. 0.50% Reduce -5.1% 53,824 $3.6M
Renaissance Technologies 0.00% Add +101.5% 53,800 $3.6M
Alliancebernstein L.P. 0.00% Reduce -0.0% 53,193 $3.6M
Affinity Capital Advisors, LLC 0.54% Reduce -63.6% 51,776 $3.5M
Copia Wealth Management 2.62% Add +2.6% 52,178 $3.5M
CBIZ Investment Advisory Services, LLC 0.14% Reduce -2.9% 52,054 $3.5M
Werba Rubin Papier Wealth Management 0.57% Reduce -0.2% 51,945 $3.5M
Gold Investment Management Ltd. 1.16% Reduce -0.9% 51,293 $3.5M
AlphaCore Capital LLC 0.12% Reduce -1.1% 51,213 $3.5M
Midwest Professional Planners, LTD. 0.84% Reduce -0.1% 51,197 $3.5M
Denver PWM, LLC 1.08% No change 54,637 $3.4M
Weitzel Financial Services, Inc. 1.39% Reduce -1.7% 49,889 $3.4M
Ausdal Financial Partners, Inc. 0.16% Reduce -2.4% 49,969 $3.4M
Glen Eagle Advisors, LLC 0.47% Add +22.0% 49,667 $3.4M
Wealthfront Advisers LLC 0.01% Add +7.8% 49,569 $3.3M
Arq Wealth Advisors, LLC 0.98% Reduce -16.3% 49,169 $3.3M
Vertex Planning Partners, LLC 0.63% Add +0.6% 48,791 $3.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% Add +2.9% 48,621 $3.3M
First Citizens Bank & Trust Co. 0.07% Add +15.3% 48,098 $3.2M
Meridian Management Co. 0.86% New 47,470 $3.2M
Meitav Investment House Ltd. 0.04% No change 46,933 $3.2M
Caldwell Trust Co 0.30% Add +3.0% 46,884 $3.2M
Provident Co of the Employees of the Hebrew University LTD 3.16% No change 46,933 $3.2M
Whittier Trust Co. 0.04% Add +4.1% 44,753 $3.1M
Maryland Capital Advisors Inc. 1.08% Add +0.6% 44,510 $3.0M
CoreCap Advisors, LLC 0.11% Reduce -8.9% 44,502 $3.0M
Dynamic Wealth Strategies, LLC 1.99% Add +5.2% 44,010 $3.0M
Norris Financial Group, LLC 1.08% Reduce -31.1% 43,626 $2.9M
Analyst IMS Investment Management Services Ltd. 0.09% No change 43,530 $2.9M
Comerica Bank 0.01% Reduce -6.6% 43,327 $2.9M
Naples Global Advisors, LLC 0.22% Add +5.1% 42,571 $2.9M
Apollon Wealth Management, LLC 0.05% Add +5.2% 42,153 $2.8M
HB Wealth Management, LLC 0.02% Add +1.4% 41,996 $2.8M
Community Bank, N.A. 0.34% Add +0.8% 41,966 $2.8M
Nottingham Advisors, Inc. 0.39% Reduce -1.7% 41,817 $2.8M
Total Wealth Planning, LLC 0.33% Add +21.8% 41,693 $2.8M
Ridgeline Wealth Planning, LLC 2.10% Add +0.7% 41,387 $2.8M
Birchcreek Wealth Management, LLC 1.44% Add +4.4% 41,306 $2.8M
Hirtle & Co., LLC 0.11% Add +0.4% 41,209 $2.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% New 41,000 $2.8M
Silverleafe Capital Partners, LLC 0.85% New 40,890 $2.8M
Versant Capital Management, Inc 0.38% Add +0.8% 40,824 $2.8M
Steward Partners Investment Advisory, LLC 0.02% Add +115.3% 40,743 $2.8M
Security Financial Services, INC. 0.44% New 40,191 $2.7M
Live Oak Investment Partners 1.79% Add +12.8% 39,997 $2.7M
Farrell Financial LLC 1.69% Add +0.2% 39,927 $2.7M
Gotham Asset Management 0.01% Add +83.6% 39,663 $2.7M
Clal Insurance Enterprises Holdings Ltd 0.02% No change 38,290 $2.6M
Arbor Investment Advisors, LLC 0.33% Add +32.3% 38,245 $2.6M
First Financial Corp. 1.01% Add +73430.8% 38,236 $2.6M
Trek Financial, LLC 0.15% Reduce -26.0% 38,128 $2.6M
Deutsche Bank AG 0.00% Add +0.3% 37,656 $2.5M
Bigelow Investment Advisors, LLC 1.02% Add +17.3% 37,453 $2.5M
Equitable Holdings, Inc. 0.02% Add +3.3% 36,917 $2.5M
SOL Capital Management CO 0.22% Reduce -33.4% 36,315 $2.5M
Smithbridge Asset Management Inc. 0.36% Add +6.5% 36,188 $2.4M
PFG Advisors 0.10% Add +8.6% 36,023 $2.4M
Eaton Financial Holdings Company, LLC 0.68% Reduce -0.0% 35,800 $2.4M
M&T Bank Corp 0.01% Add +7.7% 34,760 $2.3M
Burke & Herbert Bank & Trust Co. 0.50% Reduce -0.7% 34,716 $2.3M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -19.2% 34,018 $2.3M
WT Wealth Management 0.67% Reduce -15.5% 34,623 $2.3M
Tradewinds, LLC. 0.56% New 34,143 $2.3M
MA Private Wealth 0.39% Reduce -16.0% 33,995 $2.3M
NTV Asset Management LLC 0.25% Reduce -3.0% 33,884 $2.3M
Leuthold Group, LLC 0.24% Reduce -0.1% 33,033 $2.2M
One Wealth Advisors, LLC 0.28% Reduce -23.8% 33,031 $2.2M
Passive Capital Management, LLC. 0.73% No change 33,000 $2.2M
Quadcap Wealth Management, LLC 0.26% Reduce -0.3% 32,754 $2.2M
JT Stratford LLC 0.30% Reduce -2.2% 32,609 $2.2M
Smith Thornton Advisors LLC 1.15% Add +7.9% 32,404 $2.2M
Keebeck Wealth Management 0.26% Reduce -4.5% 32,176 $2.2M
Inlight Wealth Management, LLC 1.02% Add +54.9% 32,096 $2.2M
Beckerman Institutional, LLC 1.28% Add +7.0% 32,085 $2.2M
Relyea Zuckerberg Hanson LLC 0.23% Reduce -4.9% 31,938 $2.2M
Trajan Wealth LLC 0.09% Add +4.1% 31,726 $2.1M
Keeler & Nadler Financial Planning & Wealth Management 0.77% Reduce -59.2% 31,120 $2.1M
FMR LLC 0.00% Add +15.0% 30,995 $2.1M
Basso Capital Management, L.P. 1.40% Add +219.5% 30,915 $2.1M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -27.5% 30,841 $2.1M
Integrity Alliance, Llc. 0.10% Reduce -40.3% 30,040 $2.0M
Fusion Family Wealth, LLC 0.15% Add +0.5% 29,607 $2.0M
Certus Wealth Management, LLC 1.19% Reduce -5.2% 29,489 $2.0M
Stelac Advisory Services LLC 0.68% Reduce -5.0% 29,312 $2.0M
CreativeOne Wealth, LLC 0.05% Reduce -32.9% 29,221 $2.0M
FineMark National Bank & Trust 0.06% Reduce -10.5% 28,857 $1.9M
D.A. Davidson & Co. 0.01% Reduce -2.0% 28,819 $1.9M
EverSource Wealth Advisors, LLC 0.07% Reduce -9.4% 27,935 $1.9M
First Bank & Trust 0.32% No change 27,895 $1.9M
Eq LLC 0.64% Add +3.9% 27,871 $1.9M
Mutual Advisors, LLC 0.04% Reduce -12.4% 26,394 $1.9M
Kickstand Ventures, Llc. 0.41% Reduce -6.9% 27,615 $1.9M
Financial Life Advisors 0.59% Reduce -27.9% 27,368 $1.8M
Sovran Advisors, LLC 0.16% Add +10.6% 25,542 $1.8M
Parallel Advisors, LLC 0.03% Reduce -13.5% 27,211 $1.8M
Atticus Wealth Management, LLC 0.46% Reduce -5.6% 27,190 $1.8M
SeaBridge Investment Advisors LLC 0.30% Add +94.8% 27,071 $1.8M
Walter & Keenan Wealth Management LLC /in/ 0.50% Add +1.5% 26,753 $1.8M
Meridian Wealth Management, LLC 0.07% Reduce -2.3% 26,672 $1.8M
Glenmede Investment Management, LP 0.01% Reduce -13.0% 26,205 $1.8M
Clear Harbor Asset Management, LLC 0.12% Add +12.7% 25,858 $1.7M
Savant Capital, LLC 0.01% Add +8.8% 25,590 $1.7M
Fort Point Capital Partners LLC 0.22% Reduce -0.5% 25,198 $1.7M
XY Planning Network, Inc. 0.56% No change 26,226 $1.7M
Bleakley Financial Group, LLC 0.04% Reduce -0.1% 24,325 $1.6M
Horst & Graben Wealth Management LLC 0.25% Reduce -32.6% 24,318 $1.6M
Cresset Asset Management, LLC 0.01% Add +39.7% 23,837 $1.6M
Atria Investments, Inc 0.02% Reduce -63.9% 23,441 $1.6M
Apella Capital, LLC 0.03% Reduce -2.4% 21,591 $1.5M
Balance Wealth Partners LLC 0.37% Reduce -20.4% 21,970 $1.5M
Quarry Hill Advisors, LLC 0.76% Reduce -8.0% 21,948 $1.5M
Client 1ST Advisory Group, LLC 0.49% Add +0.2% 21,913 $1.5M
Provident Wealth Management, LLC 0.45% Add +12.9% 21,881 $1.5M
Strathmore Capital Advisors, Inc. 0.60% Reduce -2.3% 21,752 $1.5M
Pinnacle Holdings, LLC 0.58% Reduce -5.0% 21,739 $1.5M
Anchor Investment Management, LLC 0.12% No change 21,525 $1.5M
Asset Dedication, LLC 0.10% Reduce -14.8% 21,516 $1.5M
NorthCoast Asset Management LLC 0.01% Reduce -2.2% 21,437 $1.4M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -18.2% 20,826 $1.4M
Investor's Fiduciary Advisor Network, LLC 0.48% Add +11.7% 20,966 $1.4M
Texas Yale Capital Corp. 0.04% Add +3.7% 20,900 $1.4M
Bestgate Wealth Advisors, LLC 2.48% Add +5.2% 20,820 $1.4M
Perennial Investment Advisors, LLC 0.12% Reduce -45.6% 20,725 $1.4M
Orgel Wealth Management, LLC 0.03% No change 19,904 $1.3M
Marietta Wealth Management, LLC 0.16% No change 19,563 $1.3M
Icon Wealth Advisors, LLC 0.09% Reduce -72.3% 19,555 $1.3M
CFS Investment Advisory Services, LLC 0.10% Reduce -13.5% 18,357 $1.3M
Prospera Financial Services Inc 0.02% Add +5.0% 19,240 $1.3M
Spectrum Planning & Advisory Services Inc. 0.73% Reduce -66.0% 19,267 $1.3M
Means Investment Co., Inc. 0.11% Reduce -12.4% 19,111 $1.3M
Campion Asset Management 0.91% Reduce -1.3% 19,019 $1.3M
JBGlobal.com LLC 1.30% Reduce -27.8% 18,886 $1.3M
AMG National Trust Bank 0.03% Reduce -3.4% 18,801 $1.3M
Capital Advantage, Inc. 0.19% Add +25.5% 18,799 $1.3M
Coastal Bridge Advisors, LLC 0.10% Add +11.3% 18,613 $1.3M
Caprock Group, LLC 0.03% — 19,718 $1.3M
Venturi Wealth Management, LLC 0.06% Add +9.4% 18,196 $1.2M
Prime Capital Investment Advisors, LLC 0.02% Add +1.8% 18,033 $1.2M
Strategic Wealth Partners, Ltd. 0.09% Reduce -2.1% 18,016 $1.2M
ERn Financial, LLC 0.24% Add +0.0% 18,015 $1.2M
Regimen Wealth, LLC 0.36% Reduce -1.0% 17,856 $1.2M
Waverly Advisors, LLC 0.01% Reduce -79.0% 17,805 $1.2M
ShoreHaven Wealth Partners, LLC 0.44% Reduce -48.2% 17,726 $1.2M
Dynamic Advisor Solutions LLC 0.03% Add +0.4% 17,479 $1.2M
Flagship Harbor Advisors, LLC 0.05% Add +43.0% 17,292 $1.2M
Essential Partners LLC 0.38% Add +2.4% 17,102 $1.2M
Wealthcare Capital Partners, LLC 0.53% Add +17.8% 16,998 $1.1M
Rafferty Asset Management, LLC 0.00% Add +10.8% 16,950 $1.1M
Bessemer Group Inc. 0.00% No change 16,856 $1.1M
Indiana Trust & Investment Management Co 0.34% No change 16,750 $1.1M
Ehrlich Financial Group 0.67% Reduce -26.6% 16,744 $1.1M
Empower Advisory Group, LLC 0.00% Reduce -0.4% 16,691 $1.1M
TSA Wealth Managment LLC 0.38% Reduce -2.7% 16,545 $1.1M
KM Capital Management Ltd. 0.51% Reduce -46.7% 16,283 $1.1M
Ascentis Wealth Management, LLC 0.26% Add +26.0% 16,164 $1.1M
Aptus Capital Advisors, LLC 0.01% Add +29.6% 16,004 $1.1M
Summit Trail Advisors, LLC 0.01% Add +54.2% 15,622 $1.1M
CKW Financial Group 0.11% Reduce -96.5% 15,458 $1.1M
Financial Engines Advisors L.L.C. 0.00% Add +10.4% 15,558 $1.1M
Clear Creek Financial Management, LLC 0.09% Reduce -2.1% 15,467 $1.0M
Keyvantage Wealth, LLC 0.44% Reduce -2.3% 15,364 $1.0M
Concorde Asset Management, LLC 0.43% — 15,041 $1.0M
K.J. Harrison & Partners Inc 0.15% No change 15,000 $1.0M
J2 Capital Management Inc 0.77% Add +1.9% 15,163 $1.0M
Willis Johnson & Associates, Inc. 0.06% Reduce -1.6% 15,110 $1.0M
Williams & Novak, LLC 0.78% Reduce -3.3% 15,010 $1.0M
Betterment LLC 0.00% Add +1.5% 14,986 $1.0M
AQR Capital Management 0.00% Reduce -1.6% 14,977 $1.0M
Ascent Group, LLC 0.04% Reduce -41.3% 14,787 $998K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -46.9% 14,782 $998K
Interchange Capital Partners, LLC 0.19% Reduce -2.4% 14,731 $994K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -2.4% 14,728 $994K
Gilbert & Cook, Inc. 0.13% No change 14,653 $989K
Coldstream Capital Management Inc. 0.01% Reduce -2.3% 14,339 $968K
Independent Financial Group, LLC 0.02% New 14,225 $960K
Claro Advisors Inc. 0.14% Reduce -78.5% 13,942 $941K
Global Strategic Investment Solutions, LLC 0.09% Reduce -3.0% 13,918 $940K
Koshinski Asset Management, Inc. 0.07% Add +11.7% 13,853 $935K
W1M Asset Management Ltd 0.07% Reduce -4.2% 13,723 $926K
PBMares Wealth Management LLC 0.15% Add +13.5% 13,606 $919K
Mgo One Seven LLC 0.02% Add +18.0% 13,605 $918K
Wedmont Private Capital 0.03% No change 13,321 $917K
AE Wealth Management LLC 0.01% Reduce -58.2% 13,435 $907K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -88.3% 13,371 $903K
Scarborough Advisors, LLC 0.16% Reduce -31.8% 13,324 $900K
Brown Advisory Inc. 0.00% Reduce -3.0% 13,193 $891K
LexAurum Advisors, LLC 0.13% Reduce -4.0% 13,101 $884K
Dorsey & Whitney Trust CO LLC 0.05% No change 12,942 $874K
Strategic Financial Concepts, LLC 0.13% Add +0.5% 12,917 $868K
Redhawk Wealth Advisors, Inc. 0.10% Reduce -2.6% 12,744 $860K
Steph & Co. 0.26% Add +0.6% 12,734 $860K
Foundations Investment Advisors, LLC 0.01% Reduce -61.4% 12,732 $860K
Haverford Trust Co 0.01% No change 12,710 $858K
Harbour Investments, Inc. 0.02% Reduce -25.0% 12,568 $848K
West Wealth Group, LLC 0.19% Reduce -76.2% 12,089 $843K
FFT Wealth Management LLC 0.15% No change 12,478 $842K
21 West Wealth Management LLC 0.80% Add +1.4% 12,450 $841K
Breakwater Capital Group 0.12% Reduce -10.1% 12,439 $840K
Parkside Financial Bank & Trust 0.07% Reduce -33.4% 12,426 $839K
Mach-1 Financial Group, LLC 0.13% New 12,371 $835K
Integrity Advisory Solutions, LLC 0.13% — 12,371 $835K
National Philanthropic Trust 0.01% No change 12,354 $834K
Wealthcare Capital Management LLC 0.08% Reduce -3.5% 12,304 $831K
Loomis Sayles & Co. L P 0.00% Reduce -41.0% 12,250 $827K
Nvwm, LLC 0.19% Reduce -2.7% 12,243 $827K
Beacon Financial Group 0.08% Reduce -2.4% 12,163 $821K
Cardiff Park Advisors, LLC 0.06% No change 12,160 $821K
Novem Group 0.10% Add +5.2% 12,141 $820K
Canal Capital Management, LLC 0.12% Add +69.7% 12,112 $818K
Mission Wealth Management, LP 0.02% No change 12,105 $817K
Winthrop Capital Management, LLC 0.20% Reduce -21.1% 12,086 $816K
OLIO Financial Planning 0.24% Reduce -6.8% 12,080 $816K
Manhattan West Asset Management, LLC 0.17% Add +2.0% 11,817 $798K
Marshall Financial Group, LLC 0.15% Reduce -7.3% 11,742 $793K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -1.3% 11,637 $786K
Quantinno Capital Management LP 0.00% Add +64.4% 11,505 $777K
Beacon Pointe Advisors, LLC 0.01% Add +99.7% 11,501 $776K
High Falls Advisors, Inc 0.16% Reduce -27.7% 11,378 $768K
W Advisors, LLC 0.39% Reduce -1.7% 11,098 $749K
Brady Martz Wealth Solutions, LLC 0.13% No change 10,885 $735K
NBT Bank, N.A. 0.05% Reduce -0.8% 10,873 $732K
Oxford Financial Group, LTD. LLC 0.04% No change 10,838 $732K
Blue Zone Wealth Advisors, LLC 0.15% New 10,806 $730K
Verus Capital Partners, LLC 0.06% Reduce -28.1% 10,804 $729K
Richard W. Paul & Associates, LLC 0.25% Reduce -2.0% 10,725 $724K
Hanover Advisors Inc. 0.28% Add +11.8% 10,642 $718K
Emergent Wealth Advisors, LLC 0.42% Reduce -16.4% 10,625 $717K
TFO Wealth Partners, LLC 0.12% No change 10,507 $709K
Cypress Wealth Services, LLC 0.12% Reduce -19.3% 10,485 $708K
Sightline Wealth Advisors, LLC 0.32% Reduce -24.6% 10,475 $707K
Mather Group, Llc. 0.01% Add +12.0% 10,212 $689K
Concurrent Investment Advisors, LLC 0.01% Add +22.7% 10,211 $689K
Panoramic Investment Advisors, LLC 0.39% Add +10.8% 10,173 $687K
Centaurus Financial, Inc. 0.03% Reduce -10.1% 10,155 $686K
Verdence Capital Advisors LLC 0.04% Add +93.4% 9,491 $686K
Davis Wealth Advisors, LLC 0.61% Reduce -5.3% 10,095 $681K
HORAN Wealth, LLC 0.11% Reduce -2.9% 10,065 $679K
O'shaughnessy Asset Management, LLC 0.00% Add +200.9% 10,037 $678K
Southport Management, L.L.C. 2.79% Add +33.3% 10,000 $675K
Pure Financial Advisors, LLC 0.01% Reduce -11.6% 9,978 $674K
Advisory Services Network, LLC 0.01% Reduce -28.2% 9,890 $668K
Summit Financial, LLC 0.01% New 9,800 $662K
Arkadios Wealth Advisors 0.02% Add +4.1% 9,632 $650K
Cosner Financial Group, LLC 0.35% Reduce -0.0% 9,556 $645K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -2.5% 9,548 $645K
Swisher Financial Concepts, Inc. 0.39% Reduce -56.9% 9,541 $644K
Foster Group, Inc. 0.02% Reduce -1.6% 9,520 $643K
Watershed Private Wealth LLC 0.20% Reduce -1.7% 9,509 $642K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -2.0% 9,473 $640K
Yukon Wealth Management, Inc. 0.21% Reduce -9.1% 9,466 $639K
Telos Capital Management, Inc. 0.06% Reduce -11.3% 9,456 $638K
Advus Financial Partners, LLC 0.15% Reduce -59.9% 9,401 $635K
First Financial Bankshares Inc 0.01% Reduce -73.7% 9,335 $630K
Synovus Financial Corp. 0.01% Reduce -0.5% 9,334 $630K
Austin Private Wealth, LLC 0.05% Reduce -24.9% 9,333 $630K
Diversify Advisory Services, LLC 0.02% Add +59.3% 8,589 $627K
Global Retirement Partners, LLC 0.01% Reduce -25.0% 9,210 $622K
Johnson Investment Counsel Inc. 0.01% Add +0.3% 9,125 $616K
Neumann Capital Management, LLC 0.18% No change 9,000 $608K
First Commonwealth Financial Corp 0.10% Add +6.5% 8,960 $605K
Estate Counselors, LLC 0.05% No change 8,925 $603K
Marathon Strategic Advisors, LLC 0.48% Add +0.1% 8,881 $600K
Purkiss Capital Advisors LLC 0.29% Reduce -0.0% 8,880 $599K
Sage Financial Group Inc. 0.04% Add +1.5% 8,802 $594K
Uptown Financial Advisors LLC 0.52% Reduce -2.0% 8,707 $588K
Shared Vision Wealth Group LLC 0.24% Reduce -49.3% 8,169 $578K
Catalyst Financial Partners LLC 0.07% Add +1.5% 8,542 $577K
Clearstead Advisors, LLC 0.01% No change 8,488 $573K
Maia Wealth LLC 0.10% Reduce -37.7% 7,892 $570K
Mittelman Wealth Management 0.37% Add +0.5% 8,409 $568K
Quad-Cities Investment Group, LLC 0.24% Add +9.0% 8,303 $561K
Root Financial Partners, LLC 0.03% New 8,191 $553K
Modera Wealth Management, LLC 0.01% Reduce -13.8% 8,164 $551K
Cornerstone Wealth Management, LLC 0.03% Reduce -8.8% 8,009 $541K
WealthPlan Investment Management, LLC 0.04% Reduce -73.6% 7,974 $538K
LPWM LLC 0.14% Reduce -3.6% 7,894 $533K
Lido Advisors, LLC 0.00% New 7,877 $532K
NWF Advisory Services Inc. 0.06% No change 7,861 $531K
Sax Wealth Advisors, LLC 0.03% Reduce -2.8% 7,861 $531K
OMNI 360 Wealth, Inc. 0.30% Reduce -13.4% 7,843 $529K
F&V Capital Management, LLC 0.12% No change 7,820 $528K
Stonebrook Private Inc. 0.11% Reduce -59.4% 7,779 $525K
Smartleaf Asset Management LLC 0.03% Reduce -7.0% 7,789 $525K
New Republic Capital, LLC 0.16% No change 7,758 $524K
Heartwood Wealth Advisors LLC 0.05% Add +5.7% 7,662 $517K
Unique Wealth Strategies, LLC 0.20% Reduce -2.3% 7,631 $515K
Detalus Advisors, LLC 0.13% Reduce -9.5% 7,537 $509K
Patron Partners, LLC 0.23% Reduce -1.7% 7,514 $507K
PDS Planning, Inc 0.04% Add +12.0% 7,498 $506K
Stokes Family Office, LLC 0.05% Reduce -0.9% 7,447 $503K
Sowell Financial Services LLC 0.02% Reduce -0.2% 7,406 $500K
Vontobel Holding Ltd. 0.00% Reduce -8.9% 7,164 $484K
Dana Investment Advisors, Inc. 0.01% Reduce -3.3% 7,149 $483K
Princeton Global Asset Management LLC 0.08% Add +1.2% 7,061 $477K
Latitude Advisors, LLC 0.22% Reduce -8.6% 6,997 $472K
Brookwood Investment Group LLC 0.06% Reduce -11.1% 6,977 $471K
Comprehensive Money Management Services LLC 0.33% No change 6,955 $470K
Mayflower Financial Advisors, LLC 0.06% Reduce -30.8% 6,914 $467K
IFP Advisors, Inc 0.01% Reduce -66.0% 6,895 $465K
Clarity Asset Management, Inc. 0.26% Reduce -1.6% 6,887 $465K
Western Wealth Management, LLC 0.02% Reduce -12.6% 6,781 $458K
Csenge Advisory Group 0.02% Reduce -5.0% 6,775 $457K
Caliber Wealth Management, LLC / KS 0.05% Reduce -5.4% 6,773 $457K
Redwood Investment Management, LLC 0.05% Add +7.5% 6,765 $457K
Pines Wealth Management, LLC 0.15% Reduce -1.7% 6,676 $451K
Central Pacific Bank - Trust Division 0.06% No change 6,580 $444K
TCI Wealth Advisors, Inc. 0.03% No change 6,530 $441K
Assetmark, Inc. 0.00% Reduce -64.1% 6,524 $440K
Brand Asset Management Group, Inc. 0.12% New 6,484 $438K
Retirement Income Solutions, Inc. 0.07% No change 6,390 $431K
SJS Investment Consulting Inc. 0.06% Reduce -14.8% 6,360 $429K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -5.5% 6,346 $428K
Nwam LLC 0.02% Reduce -31.5% 5,960 $425K
WealthShield Partners, LLC 0.05% Reduce -44.8% 6,236 $421K
Midwest Capital Advisors, LLC 0.20% Reduce -54.6% 6,229 $420K
ONE Advisory Partners, LLC 0.13% Reduce -48.2% 6,061 $418K
Ashford Advisors, LLC 0.09% Add +338.1% 6,142 $415K
Leavell Investment Management, Inc. 0.02% Add +16.4% 6,101 $412K
O'Brien Wealth Partners LLC 0.06% No change 6,043 $408K
Firethorn Wealth Partners, LLC 0.16% Reduce -69.7% 6,031 $407K
Aspetuck Financial Management LLC 0.28% Reduce -13.5% 5,961 $402K
Elevated Capital Advisors, LLC 0.10% Add +23.3% 5,925 $400K
LMCG Investments, LLC 0.02% Add +16.3% 5,925 $400K
MassMutual Private Wealth & Trust, FSB 0.01% Add +10.7% 5,925 $400K
Keystone Financial Services 0.12% Reduce -14.3% 5,821 $393K
Portland Global Advisors LLC 0.04% No change 5,800 $392K
Fifth Third Securities, Inc. 0.03% Reduce -0.5% 5,776 $390K
Oppenheimer & Co. Inc. 0.00% Reduce -6.8% 5,718 $386K
Sunbelt Securities, Inc. 0.03% Reduce -19.6% 5,688 $384K
Northwest Capital Management Inc 0.40% No change 5,661 $382K
Apeiron RIA LLC 0.09% Reduce -74.2% 5,532 $382K
Readystate Asset Management LP 0.04% New 5,649 $381K
Strategic Investment Management, LLC 0.20% No change 5,600 $378K
Vanguard Group Inc. 0.00% Add +5.6% 5,589 $377K
GreatBanc Trust CO 0.26% — 5,540 $374K
Cape Cod Five Cents Savings Bank 0.03% No change 6,119 $374K
Maridea Wealth Management LLC 0.06% Add +10.8% 5,227 $373K
Morling Financial Advisors, LLC 0.12% No change 5,509 $372K
Resurgent Financial Advisors LLC 0.18% Add +41.4% 5,507 $372K
Alesco Advisors, LLC, An ESL Co 0.01% No change 5,500 $371K
Triad Wealth Partners, LLC 0.05% Reduce -22.4% 5,496 $371K
Stonebridge Financial Planning Group, LLC 0.14% Reduce -1.8% 5,483 $370K
Tsfg, LLC 0.06% Reduce -1.5% 5,333 $360K
Stone House Investment Management, LLC 0.06% Reduce -58.7% 5,321 $359K
BSW Wealth Partners 0.04% Reduce -4.2% 5,295 $357K
Signaturefd, LLC 0.01% Reduce -1.7% 5,270 $356K
Altfest L J & Co. Inc. 0.04% No change 5,251 $354K
BridgePort Financial Solutions, LLC 0.09% Reduce -34.6% 5,221 $352K
Spire Wealth Management 0.01% Reduce -1.4% 5,105 $345K
Octavia Wealth Advisors, LLC 0.03% Add +51.4% 5,091 $344K
Sachetta, LLC 0.13% No change 5,000 $338K
Cove Private Wealth, LLC 0.11% Reduce -67.7% 5,000 $338K
Brookstone Capital Management 0.00% Add +0.3% 4,986 $337K
Narus Financial Partners, LLC 0.09% Reduce -2.2% 4,943 $334K
Athena Investment Management 0.17% Reduce -0.4% 4,940 $333K
DF Dent & Co. Inc. 0.00% No change 4,930 $333K
Kestra Private Wealth Services, LLC 0.00% Add +24.8% 4,926 $333K
Fiduciary Trust Co 0.00% Reduce -18.4% 4,924 $332K
Wedbush Securities Inc. 0.01% Reduce -49.5% 4,882 $330K
Private Trust Co. NA 0.03% Add +13.6% 4,793 $324K
Dynasty Wealth Management, LLC 0.00% Reduce -72.5% 4,741 $320K
Regal Investment Advisors LLC 0.02% Reduce -14.2% 4,644 $314K
Allie Family Office LLC 0.15% Reduce -7.7% 4,639 $313K
GeoWealth Management, LLC 0.01% Reduce -59.6% 4,638 $313K
Legacy Trust 0.06% No change 4,632 $313K
Sheets Smith Wealth Management 0.04% Reduce -2.1% 4,626 $312K
HMV Wealth Advisors, LLC 0.17% Add +28.7% 4,550 $307K
Simon Quick Advisors, LLC 0.01% New 4,468 $302K
Altman Advisors, Inc. 0.12% No change 4,467 $302K
Tenon Financial LLC 0.15% Add +0.0% 4,449 $300K
5T Wealth, LLC 0.13% Add +2.2% 4,397 $297K
Cypress Point Wealth Management, LLC 0.06% New 4,378 $296K
United Capital Financial Advisors, LLC 0.00% Reduce -32.5% 4,282 $289K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 4,211 $284K
Veltria Advisors Corp. 1.24% No change 4,178 $282K
Retirement Wealth Solutions LLC 0.18% Reduce -50.0% 4,137 $279K
Avion Wealth 0.06% No change 4,142 $279K
Keystone Financial Group 0.02% Reduce -95.2% 4,111 $278K
Bulwark Capital Corp 0.21% Add +597.6% 4,074 $275K
Neuberger Berman Group LLC 0.00% New 4,060 $274K
Hudock, Inc. 0.04% No change 4,004 $270K
Aegis Wealth Management LLC 0.14% No change 4,000 $270K
Cary Street Partners Financial LLC 0.01% Add +4.2% 3,951 $267K
Phoenix Financial Ltd. 0.00% Add +23.2% 3,932 $265K
Evergreen Capital Management LLC 0.01% No change 3,926 $265K
Litman Gregory Wealth Management LLC 0.02% Reduce -1.9% 3,891 $263K
Scotia Capital Inc. 0.00% New 3,831 $259K
Hudson Value Partners, LLC 0.08% No change 3,800 $257K
Accel Wealth Management 0.07% Reduce -3.8% 3,792 $256K
Antonelli Financial Advisors, LLC 0.17% New 3,764 $254K
RS Crum Inc. 0.06% No change 3,725 $251K
Heritage Wealth Management, Inc. 0.17% Add +5.9% 3,712 $251K
Northwest Wealth Management, LLC 0.04% Reduce -0.2% 3,712 $251K
Investment Research Partners LLC 0.11% — 3,425 $249K
IFG Advisory, LLC 0.01% Reduce -1.8% 3,681 $249K
Americana Partners, LLC 0.01% Add +1.7% 3,657 $247K
Berger Financial Group, Inc 0.01% New 3,630 $245K
LWM Advisors Inc. 0.22% No change 3,588 $242K
Lavaca Capital LLC 0.04% No change 3,568 $241K
Full Sail Capital, LLC 0.01% Add +3.3% 3,557 $240K
Alpha Omega Wealth Management LLC 0.04% No change 3,551 $240K
LFA - Lugano Financial Advisors SA 0.13% No change 3,547 $239K
Prudent Man Investment Management, Inc. 0.13% No change 4,292 $238K
Moors & Cabot, Inc. 0.01% Add +10.2% 3,516 $237K
Battery Global Advisors, LLC 0.11% New 3,504 $237K
American Investment Services, Inc. 0.06% Reduce -39.3% 3,456 $233K
Sharkey, Howes & Javer 0.03% Reduce -80.4% 3,454 $233K
Howard Financial Services, LTD. 0.03% No change 3,430 $232K
Hilltop Holdings Inc. 0.01% Reduce -9.2% 3,424 $231K
RAM Investment Partners, LLC 0.04% Add +1.2% 3,399 $229K
Capital Investment Advisors, LLC 0.00% Reduce -5.6% 3,359 $227K
JFS Wealth Advisors, LLC 0.01% No change 3,355 $226K
Quartz Partners, LLC 0.08% No change 3,343 $226K
Twin Focus Capital Partners, LLC 0.03% No change 3,305 $223K
Mills Wealth Advisors LLC 0.09% No change 3,304 $223K
Donaldson Capital Management, LLC 0.01% New 3,289 $222K
Signal Advisors Wealth, LLC 0.02% Reduce -3.6% 3,279 $221K
Cascade Financial Partners, LLC 0.03% No change 3,270 $221K
Evernest Financial Advisors, LLC 0.06% No change 3,240 $219K
Capital Analysts, LLC 0.01% Reduce -8.0% 3,206 $216K
Greenleaf Trust 0.00% New 3,190 $215K
Factor Wealth Management LTD 0.05% No change 3,188 $215K
Evolution Wealth Management Inc. 0.22% Reduce -7.8% 3,184 $215K
Amplius Wealth Advisors, LLC 0.02% New 3,134 $212K
Elwood & Goetz Wealth Advisory Group, LLC 0.04% New 3,104 $210K
RMR Wealth Builders 0.02% Reduce -37.2% 3,091 $209K
New Harbor Financial Group, LLC 0.04% New 3,085 $208K
Bogart Wealth, LLC 0.01% Reduce -11.4% 3,085 $208K
PUREfi Wealth, LLC 0.16% Reduce -20.8% 3,080 $208K
Compton Financial Group, LLC 0.05% Reduce -6.1% 3,036 $205K
Rockland Trust Co. 0.01% New 3,010 $203K
HSBC Holdings PLC 0.00% New 3,005 $203K
Oregon Pacific Wealth Management, LLC 0.17% Reduce -8.0% 2,969 $200K
First PREMIER Bank 0.04% Add +7.1% 2,867 $194K
Barings LLC 0.00% Reduce -35.6% 2,706 $183K
Ramirez Asset Management, Inc. 0.02% Reduce -5.8% 2,518 $170K
BigSur Wealth Management LLC 0.04% Reduce -16.7% 2,240 $151K
Keener Financial Planning LLC 0.06% No change 2,066 $139K
Bank of New Hampshire 0.03% No change 2,055 $139K
CIBC Private Wealth Group LLC 0.00% No change 2,015 $136K
UMB Bank, n.a. 0.00% No change 1,964 $133K
Provenance Wealth Advisors, LLC 0.02% Add +13.7% 1,898 $128K
FAS Wealth Partners, Inc. 0.01% Reduce -19.5% 1,833 $124K
Quadrant Capital Group LLC 0.00% New 1,819 $123K
Golden State Wealth Management, LLC 0.01% Reduce -13.1% 1,772 $120K
Larson Financial Group LLC 0.00% Reduce -2.0% 1,769 $119K
SYM FINANCIAL Corp 0.01% No change 1,747 $118K
Pin Oak Investment Advisors Inc. 0.08% No change 103 $117K
Wells Financial Advisors INC 0.15% No change 1,710 $115K
Kings Path Partners LLC 0.04% Reduce -2.0% 1,667 $113K
Rossby Financial, LCC 0.03% Add +5.0% 1,441 $98K
REAP Financial Group, LLC 0.02% Add +4.9% 1,389 $94K
Lanark Financial, Inc. 0.01% Reduce -0.2% 1,364 $92K
Physician Wealth Advisors, Inc. 0.01% Reduce -42.9% 1,349 $91K
AdvisorNet Financial, Inc 0.00% Reduce -4.5% 1,118 $75K
Harbor Investment Advisory, LLC 0.01% No change 1,098 $74K
Allworth Financial LP 0.00% Reduce -7.4% 1,068 $72K
Richards, Merrill & Peterson, Inc. 0.03% No change 1,067 $72K
LGT Financial Advisors LLC 0.15% Reduce -22.4% 1,061 $72K
Bell Investment Advisors, Inc 0.01% Reduce -5.4% 1,041 $70K
TD Private Client Wealth LLC 0.00% Reduce -30.6% 1,031 $70K
Wolff Wiese Magana LLC 0.04% Add +1.6% 991 $67K
TD Waterhouse Canada Inc. 0.00% Reduce -1.0% 959 $66K
Red Tortoise LLC 0.03% No change 941 $64K
Plante Moran Financial Advisors, LLC 0.00% Reduce -30.3% 900 $61K
Fifth Third Bancorp 0.00% Add +5.6% 886 $60K
Creative Financial Designs Inc. 0.00% Reduce -77.0% 871 $59K
GPS Wealth Strategies Group, LLC 0.01% Reduce -1.7% 851 $57K
TCTC Holdings, LLC 0.00% Reduce -42.5% 790 $53K
Halbert Hargrove Global Advisors, LLC 0.00% Add +4.5% 736 $50K
Albion Financial Group 0.00% No change 735 $50K
Financial Perspectives, Inc 0.01% No change 716 $48K
Rosenberg Matthew Hamilton 0.01% Reduce -0.6% 702 $47K
Crewe Advisors LLC 0.00% Reduce -15.8% 701 $47K
Kilter Group LLC 0.02% Reduce -41.8% 686 $46K
Geneos Wealth Management Inc. 0.00% Reduce -4.2% 664 $45K
Sofi Wealth, LLC 0.00% Reduce -99.9% 619 $42K
Private Wealth Asset Management, LLC 0.00% No change 572 $39K
Bangor Savings Bank 0.00% Add +22.6% 564 $38K
Cherry Tree Wealth Management, LLC 0.01% Reduce -17.4% 522 $35K
Sound Income Strategies, LLC 0.00% Add +114.2% 497 $34K
Abound Wealth Management 0.01% Reduce -0.2% 497 $34K
Phillips Financial Management, LLC 0.00% New 473 $32K
Family Legacy Financial Solutions, LLC 0.02% New 464 $31K
Fourth Dimension Wealth, LLC 0.01% No change 436 $29K
Grove Bank & Trust 0.00% No change 430 $29K
Zions Bancorporation, National Association 0.00% Reduce -61.9% 421 $28K
Founders Financial Alliance, LLC 0.01% No change 416 $28K
Harbor Asset Planning, Inc. 0.03% No change 415 $28K
Front Row Advisors LLC 0.01% No change 414 $28K
Brown Brothers Harriman & Co. 0.00% New 400 $27K
Arlington Trust Co LLC 0.00% Reduce -44.3% 388 $26K
Clark Wealth Partners 0.02% Reduce -19.1% 360 $26K
Accredited Wealth Management, LLC 0.02% Add +6226.9% 24,232 $26K
Trust Co 0.00% No change 370 $25K
Deane Retirement Strategies, Inc. 0.01% No change 328 $22K
Smithfield Trust Co 0.00% No change 314 $21K
Bay Harbor Wealth Management, LLC 0.01% Reduce -22.9% 296 $20K
Rialto Wealth Management, LLC 0.00% No change 275 $19K
GS Investments, Inc. 0.01% No change 275 $19K
Tripletail Wealth Management, LLC 0.02% New 259 $18K
Team Financial Group, LLC 0.01% No change 266 $18K
Ameritas Advisory Services, LLC 0.00% Reduce -81.7% 263 $18K
Angeles Wealth Management, LLC 0.00% New 236 $16K
Cornerstone Planning Group LLC 0.00% Reduce -4.0% 215 $16K
MCF Advisors LLC 0.00% New 221 $15K
FWL Investment Management, LLC 0.00% No change 198 $13K
Grand Wealth Management, LLC 0.01% No change 191 $13K
Wealthspire Advisors, LLC 0.00% New 187 $13K
Private Wealth Management Group, LLC 0.00% No change 157 $11K
Cedar Wealth Management, LLC 0.00% No change 157 $11K
Cape Investment Advisory, Inc. 0.01% Reduce -42.0% 153 $10K
Reyes Financial Architecture, Inc. 0.01% No change 137 $9K
TD Capital Management LLC 0.00% No change 126 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 124 $8K
Proffitt & Goodson Inc. 0.00% No change 123 $8K
Chesapeake Asset Management LLC 0.01% No change 117 $8K
GAMMA Investing LLC 0.00% No change 114 $8K
Raleigh Capital Management Inc. 0.00% Reduce -67.3% 113 $8K
Tompkins Financial Corp. 0.00% No change 112 $8K
Gen-Wealth Partners Inc 0.00% Reduce -98.9% 111 $7K
Balentine LLC 0.00% New 103 $7K
1620 Investment Advisors, Inc. 0.00% No change 100 $7K
Wilmington Savings Fund Society, FSB 0.00% Reduce -97.9% 95 $6K
Cary Street Partners Investment Advisory LLC 0.00% No change 94 $6K
Winch Advisory Services, LLC 0.00% No change 85 $6K
Hurley Capital, LLC 0.00% No change 84 $6K
Operose Advisors LLC 0.00% New 76 $5K
Covestor Ltd 0.00% Reduce -15.1% 73 $5K
DecisionPoint Financial, LLC 0.00% New 69 $5K
Financial Gravity Asset Management, Inc. 0.00% — 60 $4K
Trust Co. of Toledo NA 0.00% No change 58 $4K
Exchange Traded Concepts, LLC 0.00% Reduce -98.5% 50 $3K
Running Point Capital Advisors, LLC 0.00% Add +2.2% 46 $3K
Gladwyn Financial Advisors, Inc. 0.00% No change 37 $3K
Vermillion & White Wealth Management Group, LLC 0.00% No change 37 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 37 $2K
Archer Investment Corp 0.00% No change 32 $2K
Heritage Wealth Advisors 0.00% New 31 $2K
Alerus Financial NA 0.00% No change 30 $2K
Ashton Thomas Securities, LLC 0.00% New 22 $1K
Abich Financial Wealth Management LLC 0.00% — 20 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 17 $1K
Capital Investment Advisory Services, LLC 0.00% No change 15 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 18 $1K
Simplex Trading, LLC 0.00% Reduce -98.9% 27 $1K
Cedar Mountain Advisors, LLC 0.00% New 12 $810
Lowe Wealth Advisors, LLC 0.00% New 10 $675
ORG Partners LLC 0.00% No change 10 $675
Caitlin John, LLC 0.00% New 7 $473
Pinnacle Bancorp, Inc. 0.00% No change 7 $473
Bridge Generations Wealth Management LLC 0.00% No change 6 $406
GHP Investment Advisors, Inc. 0.00% No change 4 $271
EPG Wealth Management LLC 0.00% No change 4 $270

"% 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.