iShares MSCI Emr MRK Ex ChnaEMXCETF
13F holders, Q4 2025 (December 31)876holders +82
82new positions
54sold out
6famous investors
$72.97avg. 13F price*
At the end of Q4 2025, 876 institutions reported holding iShares MSCI Emr MRK Ex Chna (EMXC) in their 13F filings, up 82 from Q3 2025. 82 opened new positions and 54 sold out. The largest holders were Bank of America Corp. ($971.6M), Northern Trust Corp. ($521.3M) and Bank of New York Mellon Corp ($438.5M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $447.6M |
| Exits | 54 | $201.9M |
All 13F filers, Q3 2025 → Q4 2025: 12,891,608 shares bought and 13,893,587 shares sold, net −1,001,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 876 holders
| Bank of America Corp. | 0.07% | Add +6.8% | 13,367,516 | $971.6M |
| Northern Trust Corp. | 0.07% | Add +1.6% | 7,172,689 | $521.3M |
| Bank of New York Mellon Corp | 0.08% | Reduce -16.0% | 6,033,138 | $438.5M |
| Northwestern Mutual Wealth Management Co. | 0.22% | Add +1.0% | 4,729,976 | $343.8M |
| Morgan Stanley | 0.02% | Add +5.1% | 3,923,113 | $285.1M |
| Ameriprise Financial Inc. | 0.06% | Reduce -21.6% | 3,425,796 | $249.0M |
| Teacher Retirement System of Texas | 0.83% | Add +2.0% | 3,305,644 | $240.3M |
| BlackRock, Inc. | 0.00% | Add +24.7% | 2,992,197 | $217.5M |
| Richard Bernstein Advisors LLC | 5.78% | Reduce -4.4% | 2,706,117 | $196.7M |
| Cullen/Frost Bankers, Inc. | 2.04% | Reduce -2.1% | 2,555,605 | $185.7M |
| LPL Financial LLC | 0.05% | Add +14.3% | 2,385,667 | $173.4M |
| JPMorgan Chase & Co. | 0.01% | Add +6.0% | 2,336,582 | $169.8M |
| Facet Wealth, Inc. | 2.91% | New | 2,006,029 | $164.6M |
| Invesco Ltd. | 0.01% | New | 2,150,000 | $156.3M |
| Wells Fargo & Company | 0.03% | Reduce -7.3% | 1,937,863 | $140.8M |
| Schroder Investment Management Group | 0.10% | Add +520.9% | 1,886,294 | $137.2M |
| Victory Capital Management Inc. | 0.08% | Reduce -24.7% | 1,864,964 | $135.5M |
| CENTRAL TRUST Co | 2.60% | Add +5.0% | 1,824,858 | $132.6M |
| Valmark Advisers, Inc. | 1.58% | Add +0.1% | 1,757,820 | $127.8M |
| UBS Group AG | 0.02% | Reduce -5.1% | 1,651,123 | $120.0M |
| US Bancorp \de | 0.14% | Reduce -0.0% | 1,623,995 | $118.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -6.5% | 1,505,249 | $109.4M |
| Johns Hopkins University | 7.54% | No change | 1,423,744 | $103.5M |
| Russell Investments Group, Ltd. | 0.11% | Reduce -2.4% | 1,396,406 | $101.5M |
| Eastern Bank | 1.75% | Add +3.6% | 1,393,369 | $101.3M |
| Stifel Financial Corp. | 0.09% | Reduce -0.4% | 1,342,188 | $97.5M |
| Prudential PLC | 0.69% | Add +14.1% | 1,186,200 | $86.2M |
| Partners Capital Investment Group, LLP | 3.13% | Add +6.9% | 1,155,424 | $84.0M |
| HighTower Advisors, LLC | 0.09% | Add +7.0% | 1,133,303 | $82.4M |
| Citigroup Inc. | 0.05% | Reduce -42.3% | 1,088,418 | $79.1M |
| Composition Wealth, LLC | 1.07% | Reduce -4.2% | 1,030,497 | $74.9M |
| Jane Street Group, LLC | 0.09% | Reduce -73.1% | 1,001,658 | $72.8M |
| Avidian Wealth Enterprises, LLC | 2.56% | Add +1.8% | 968,498 | $70.4M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.5% | 864,276 | $62.8M |
| Royal Bank of Canada | 0.01% | Reduce -21.3% | 827,378 | $60.1M |
| RiverFront Investment Group, LLC | 0.99% | Reduce -0.1% | 823,156 | $59.8M |
| Creative Planning | 0.04% | Reduce -0.6% | 790,515 | $57.5M |
| State of Wisconsin Investment Board | 0.12% | Add +1.9% | 761,242 | $55.3M |
| Mariner, LLC | 0.07% | Reduce -1.2% | 760,094 | $55.2M |
| Evoke Wealth, LLC | 1.01% | Reduce -1.1% | 725,962 | $52.8M |
| 1ST Source Bank | 2.76% | Reduce -2.5% | 722,812 | $52.5M |
| Citadel Advisors | 0.04% | Add +113.8% | 721,330 | $52.4M |
| Hughes Financial Services, LLC | 8.10% | Reduce -3.7% | 709,785 | $51.6M |
| New York Life Investment Management LLC | 0.44% | Add +24.9% | 705,488 | $51.3M |
| Aprio Wealth Management, LLC | 2.78% | Add +4.0% | 665,254 | $48.4M |
| Hancock Whitney Corp. | 0.87% | Reduce -0.5% | 663,974 | $48.3M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -8.3% | 638,643 | $46.4M |
| Anderson Hoagland & Co. | 3.86% | No change | 617,107 | $44.9M |
| TRUE Private Wealth Advisors | 4.26% | Add +1.9% | 584,366 | $42.5M |
| Advocacy Wealth Management, LLC | 1.71% | Add +3.5% | 561,678 | $40.8M |
| Focus Partners Wealth | 0.05% | Add +1.3% | 557,289 | $40.5M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -1.7% | 553,642 | $40.2M |
| Osaic Holdings, Inc. | 0.06% | Reduce -18.8% | 530,463 | $38.6M |
| Tiaa Trust, National Association | 0.09% | Reduce -13.9% | 529,993 | $38.5M |
| Farther Finance Advisors, LLC | 0.40% | Add +30.5% | 512,026 | $37.2M |
| Baird Financial Group, Inc. | 0.06% | Reduce -0.6% | 498,427 | $36.2M |
| Oppenheimer Asset Management Inc. | 0.44% | Reduce -1.8% | 488,855 | $35.5M |
| Clearwater Capital Advisors, LLC | 2.91% | Reduce -0.8% | 479,442 | $34.8M |
| Vident Advisory, LLC | 0.33% | New | 479,344 | $34.8M |
| Myriad Asset Management Advisors LLC | 10.71% | — | 478,308 | $34.8M |
| Legacy Edge Advisors, LLC | 3.75% | Add +8.9% | 471,603 | $34.3M |
| Crestwood Advisors Group, LLC | 0.56% | Add +0.5% | 459,120 | $33.4M |
| Sentinel Trust Co. Lba | 3.26% | No change | 456,200 | $33.2M |
| Legacy Financial Group LLC | 4.08% | Add +19.7% | 412,470 | $33.1M |
| Armstrong Advisory Group, Inc. | 2.23% | Add +0.7% | 453,795 | $33.0M |
| Captrust Financial Advisors | 0.06% | Add +4.4% | 450,326 | $32.7M |
| Janney Montgomery Scott LLC | 0.07% | Add +1.6% | 443,455 | $32.2M |
| Cetera Investment Advisers | 0.03% | Reduce -1.7% | 429,211 | $31.2M |
| Professional Advisory Services Inc. | 3.68% | Reduce -1.9% | 427,974 | $31.1M |
| Artemis Wealth Advisors, LLC | 5.00% | Add +1.9% | 413,579 | $30.1M |
| Curi Capital, LLC | 0.50% | Reduce -2.4% | 394,785 | $28.7M |
| Thrivent Financial for Lutherans | 0.05% | Add +22.1% | 389,795 | $28.3M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +58.0% | 388,600 | $28.2M |
| FORM Wealth Advisors, LLC | 3.27% | — | 384,179 | $27.9M |
| Integrated Wealth Concepts LLC | 0.32% | Reduce -10.4% | 370,670 | $26.9M |
| Soros Fund Management | 0.46% | No change | 354,686 | $25.8M |
| Sanctuary Advisors, LLC | 0.14% | Reduce -0.4% | 353,840 | $25.7M |
| Cardinal Strategic Wealth Guidance | 6.43% | Add +22.1% | 338,726 | $24.6M |
| Carr Financial Group Corp | 6.30% | Add +8.4% | 325,506 | $23.7M |
| Seascape Capital Management | 6.64% | Add +6.4% | 321,395 | $23.4M |
| Stockman Wealth Management, Inc. | 2.72% | Add +2.0% | 320,370 | $23.3M |
| Prime Buchholz LLC | 13.77% | No change | 319,235 | $23.2M |
| Beam Wealth Advisors, Inc. | 6.33% | Add +2.0% | 317,152 | $23.1M |
| Tradition Wealth Management, LLC | 1.60% | Add +1.1% | 307,164 | $22.3M |
| Mutual of America Capital Management LLC | 0.23% | Reduce -5.8% | 304,769 | $22.2M |
| Vestmark Advisory Solutions, Inc. | 0.30% | Add +885.6% | 303,981 | $22.1M |
| McKinley Carter Wealth Services, Inc. | 1.22% | Reduce -22.0% | 299,207 | $21.7M |
| Cwm, LLC | 0.06% | Reduce -11.6% | 284,438 | $20.7M |
| OpenArc Corporate Advisory, LLC | 0.31% | — | 262,110 | $19.1M |
| Chicago Partners Investment Group LLC | 0.46% | Add +1.6% | 236,527 | $18.8M |
| Corient Private Wealth LP | 0.02% | Add +10.4% | 249,160 | $18.1M |
| ES4, LLC | 12.29% | — | 245,346 | $17.8M |
| Cerity Partners LLC | 0.03% | Add +76.5% | 242,701 | $17.6M |
| Trail Ridge Investment Advisors, LLC | 7.58% | Add +6.5% | 242,538 | $17.6M |
| Ayalon Insurance Comp Ltd. | 4.18% | Add +12.2% | 236,812 | $17.2M |
| Columbia Bank | 4.67% | Add +0.3% | 231,470 | $16.8M |
| Focus Financial Network, Inc. | 0.58% | Add +6.9% | 230,534 | $16.8M |
| World Investment Advisors | 0.27% | Add +6.8% | 224,774 | $16.3M |
| Wealthcare Advisory Partners LLC | 0.32% | Reduce -0.9% | 221,999 | $16.1M |
| Retirement Management Systems Inc. | 4.08% | — | 219,556 | $16.0M |
| Oarsman Capital, Inc. | 2.05% | Add +11.4% | 216,992 | $15.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.8% | 209,704 | $15.2M |
| Arkansas Financial Group, Inc. | 2.18% | Reduce -1.7% | 208,383 | $15.1M |
| Vestor Capital, LLC | 1.26% | Reduce -96.2% | 8,276 | $14.9M |
| Ashton Thomas Private Wealth, LLC | 0.36% | Add +8.3% | 202,192 | $14.7M |
| Susquehanna International Group, LLP | 0.02% | Reduce -33.7% | 200,879 | $14.6M |
| Eagle Bluffs Wealth Management LLC | 5.90% | Add +3.8% | 200,319 | $14.6M |
| Axxcess Wealth Management, LLC | 0.26% | New | 198,760 | $14.4M |
| MML Investors Services, LLC | 0.04% | Add +2.7% | 197,719 | $14.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -6.6% | 195,381 | $14.2M |
| Greenwood Capital Associates LLC | 1.52% | Add +5.5% | 192,531 | $14.0M |
| Courier Capital LLC | 0.78% | Add +7.3% | 191,734 | $13.9M |
| MAI Capital Management | 0.08% | Add +2.3% | 191,209 | $13.9M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -20.8% | 189,121 | $13.7M |
| Townsend & Associates, Inc | 1.17% | Reduce -0.2% | 170,075 | $13.1M |
| State of Wyoming | 1.38% | Add +1.9% | 173,396 | $12.6M |
| Belpointe Asset Management LLC | 0.45% | Add +3.3% | 173,018 | $12.6M |
| FLC Capital Advisors | 2.26% | Add +4.7% | 168,605 | $12.3M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +10.2% | 166,390 | $12.1M |
| Pecaut & Co. | 3.71% | Add +6.6% | 158,364 | $11.5M |
| NewEdge Advisors, LLC | 0.04% | Add +2.6% | 158,197 | $11.5M |
| Bank of Montreal | 0.00% | Reduce -0.4% | 156,085 | $11.3M |
| Central Bank & Trust Co. | 1.70% | Reduce -1.9% | 151,517 | $11.0M |
| Bare Financial Services, Inc | 2.98% | Reduce -0.3% | 147,388 | $10.7M |
| Chatham Capital Group, Inc. | 1.49% | Add +1.3% | 144,478 | $10.5M |
| Darwin Wealth Management, LLC | 3.24% | Add +2.1% | 143,571 | $10.4M |
| Elevation Point Wealth Partners, LLC | 0.50% | Reduce -30.5% | 143,444 | $10.4M |
| SlateStone Wealth, LLC | 0.86% | Add +6.7% | 141,513 | $10.3M |
| Private Advisor Group, LLC | 0.05% | Add +2.9% | 140,557 | $10.2M |
| Employees Retirement System of Texas | 0.09% | New | 137,000 | $10.0M |
| Prasad Wealth Partners, LLC | 2.63% | Reduce -3.6% | 135,432 | $9.8M |
| Atlas Capital Advisors Inc. | 1.10% | — | 135,339 | $9.8M |
| Raelipskie Partnership | 4.10% | Reduce -1.2% | 134,397 | $9.8M |
| Citizens Business Bank | 1.58% | Reduce -0.5% | 131,972 | $9.6M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +6.2% | 131,117 | $9.5M |
| Nelson Capital Management, LLC | 1.10% | Reduce -3.3% | 129,229 | $9.4M |
| &partners | 0.05% | Reduce -18.9% | 127,412 | $9.3M |
| Black Swift Group, LLC | 1.53% | Reduce -6.0% | 126,171 | $9.2M |
| Wallington Asset Management, LLC | 1.16% | Add +0.0% | 125,955 | $9.2M |
| Atlantic Edge Private Wealth Management, LLC | 2.24% | Add +0.1% | 123,828 | $9.0M |
| Agf Management Ltd. | 0.04% | Reduce -57.8% | 123,370 | $9.0M |
| Legal & General Group Plc | 0.00% | Reduce -21.7% | 123,195 | $9.0M |
| Regions Financial Corp. | 0.06% | Reduce -3.6% | 122,763 | $8.9M |
| Financial Partners Group, Inc | 1.03% | Add +51.5% | 111,535 | $8.9M |
| Keybank National Association | 0.03% | Add +1.6% | 121,587 | $8.8M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -12.4% | 121,492 | $8.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +50.4% | 118,997 | $8.6M |
| BIP Wealth, LLC | 0.31% | New | 118,996 | $8.6M |
| 1 North Wealth Services LLC | 2.98% | Add +1.7% | 116,689 | $8.5M |
| Fifth Third Wealth Advisors LLC | 0.30% | Reduce -13.4% | 115,775 | $8.4M |
| Intelligence Driven Advisers, LLC | 1.20% | Reduce -0.6% | 115,224 | $8.4M |
| Fortis Capital Advisors, LLC | 1.23% | Add +4.8% | 114,948 | $8.4M |
| 5th Street Advisors, LLC | 3.89% | Add +16.5% | 114,637 | $8.3M |
| Zhang Financial LLC | 0.31% | Add +0.7% | 113,675 | $8.3M |
| LVM Capital Management Ltd. | 0.75% | Add +5.2% | 111,653 | $8.1M |
| Blue Trust, Inc. | 0.09% | Add +1.1% | 109,317 | $7.9M |
| Ironsides Asset Advisors, LLC | 2.00% | Add +3.9% | 108,671 | $7.9M |
| REDW Wealth LLC | 3.00% | Reduce -1.3% | 108,439 | $7.9M |
| Randall & Associates Wealth Management | 5.41% | Reduce -5.7% | 107,461 | $7.8M |
| Pekin Hardy Strauss, Inc. | 0.72% | Add +3.4% | 107,108 | $7.8M |
| Plum Street Advisors, LLC | 2.77% | Add +5.7% | 106,951 | $7.8M |
| Ethos Financial Group, LLC | 0.57% | Reduce -8.5% | 106,680 | $7.8M |
| Cibc World Market Inc. | 0.01% | Reduce -0.1% | 106,291 | $7.7M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -4.6% | 105,076 | $7.6M |
| Grey Ledge Advisors, LLC | 1.68% | Add +1.0% | 102,417 | $7.4M |
| MBL Wealth, LLC | 0.59% | Add +0.3% | 101,846 | $7.4M |
| Forthright Family Wealth Advisory LLC | 4.63% | Add +3.0% | 101,354 | $7.4M |
| Larch Capital Partners LLC | 1.00% | — | 100,651 | $7.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.5% | 100,088 | $7.3M |
| Snowden Capital Advisors LLC | 0.18% | Reduce -4.4% | 97,738 | $7.1M |
| Matthew Goff Investment Advisor, LLC | 1.25% | Reduce -4.4% | 97,387 | $7.1M |
| High Note Wealth, LLC | 1.37% | Add +3.7% | 96,332 | $7.0M |
| Fortis Advisors, LLC | 3.77% | Reduce -2.0% | 94,342 | $6.9M |
| Choreo, LLC | 0.09% | Reduce -10.8% | 93,299 | $6.8M |
| Ewa, LLC | 1.65% | Add +5.9% | 92,557 | $6.7M |
| Liberty Wealth Management LLC | 0.87% | Reduce -6.1% | 92,461 | $6.7M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.38% | New | 92,000 | $6.7M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -8.3% | 91,069 | $6.6M |
| Sterling Investment Counsel, LLC | 1.87% | Reduce -0.2% | 89,859 | $6.5M |
| Sound Stewardship, LLC | 3.09% | Add +2.1% | 88,712 | $6.4M |
| Nkcfo LLC | 1.85% | No change | 88,100 | $6.4M |
| Colonial Trust Advisors | 0.48% | Add +6.9% | 87,442 | $6.4M |
| Valeo Financial Advisors, LLC | 0.14% | Reduce -1.1% | 86,218 | $6.3M |
| Fiduciary Alliance LLC | 0.41% | Add +6.6% | 86,000 | $6.3M |
| Van Hulzen Asset Management, LLC | 0.45% | Add +3.5% | 83,530 | $6.1M |
| Waterloo Capital, L.P. | 0.44% | New | 83,305 | $6.1M |
| Kraft, Davis & Associates, LLC | 1.32% | Add +0.3% | 77,177 | $5.9M |
| Park Avenue Securities LLC | 0.05% | Reduce -1.9% | 80,716 | $5.9M |
| Noble Family Wealth, LLC | 1.23% | Add +9.7% | 80,486 | $5.8M |
| Norway Savings Bank | 2.64% | Reduce -1.0% | 78,422 | $5.7M |
| Envision Financial LLC | 3.00% | Add +6.4% | 77,996 | $5.7M |
| NorthRock Partners, LLC | 0.10% | Add +0.8% | 77,905 | $5.7M |
| Compound Planning, Inc. | 0.17% | Reduce -3.1% | 77,844 | $5.7M |
| Eley Financial Management, Inc | 2.01% | Add +2.4% | 76,946 | $5.6M |
| Ancora Advisors LLC | 0.12% | Reduce -49.0% | 76,724 | $5.6M |
| Heck Capital Advisors, LLC | 0.41% | Reduce -53.2% | 76,479 | $5.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.04% | New | 75,850 | $5.5M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +640.3% | 75,595 | $5.5M |
| Sierra Capital LLC | 0.58% | Add +0.4% | 75,419 | $5.5M |
| Camden National Bank | 0.75% | Add +12.1% | 75,235 | $5.5M |
| Rothschild Investment LLC | 0.30% | Add +5.9% | 74,905 | $5.4M |
| Jones Financial Companies LLLP | 0.00% | Add +23.4% | 74,056 | $5.4M |
| Valley National Advisers Inc. | 0.75% | Add +11.0% | 74,026 | $5.4M |
| Exencial Wealth Advisors, LLC | 0.17% | Reduce -9.4% | 73,849 | $5.4M |
| Ullmann Wealth Partners Group, LLC | 0.55% | Reduce -52.7% | 73,764 | $5.3M |
| Bernard Wealth Management Corp. | 2.16% | Add +3.2% | 73,183 | $5.3M |
| Fortitude Family Office, LLC | 1.25% | Add +8.7% | 73,146 | $5.3M |
| Smithbridge Asset Management Inc. | 0.45% | Add +101.3% | 72,846 | $5.3M |
| Retirement Planning Group, LLC | 0.17% | Reduce -1.6% | 72,646 | $5.3M |
| Montecito Bank & Trust | 0.83% | Reduce -1.0% | 72,064 | $5.2M |
| Myriad Asset Management US LP | 8.74% | New | 71,830 | $5.2M |
| McIlrath & Eck, LLC | 0.47% | Reduce -61.8% | 70,111 | $5.1M |
| Tidal Investments LLC | 0.02% | Reduce -67.3% | 69,640 | $5.1M |
| Foundry Financial Group, Inc. | 2.53% | Reduce -0.7% | 69,588 | $5.1M |
| MJT & Associates Financial Advisory Group, Inc. | 3.76% | Add +1.4% | 69,335 | $5.0M |
| New Wave Wealth Advisors LLC | 1.80% | Add +1.3% | 67,722 | $4.9M |
| Greykasell Wealth Strategies, Inc. | 1.92% | Add +5.2% | 67,016 | $4.9M |
| IHT Wealth Management, LLC | 0.12% | Reduce -2.9% | 65,748 | $4.8M |
| RFG Advisory, LLC | 0.09% | Reduce -1.5% | 65,624 | $4.8M |
| Inlight Wealth Management, LLC | 1.74% | Add +103.6% | 65,355 | $4.8M |
| Syon Capital LLC | 0.24% | Reduce -1.7% | 65,341 | $4.7M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -13.3% | 65,321 | $4.7M |
| Commerce Bank | 0.03% | Add +0.5% | 65,233 | $4.7M |
| Cora Capital Advisors LLC | 1.84% | Add +8.9% | 64,905 | $4.7M |
| McAdam, LLC | 0.21% | Add +6.1% | 64,617 | $4.7M |
| Truist Financial Corp. | 0.01% | Reduce -6.5% | 64,359 | $4.7M |
| Merit Financial Group, LLC | 0.04% | Reduce -12.6% | 64,270 | $4.7M |
| Robertson Stephens Wealth Management, LLC | 0.13% | Reduce -1.0% | 63,695 | $4.6M |
| Atlas Legacy Advisors, LLC | 0.80% | Add +3.5% | 62,715 | $4.6M |
| Level Four Advisory Services, LLC | 0.15% | Add +4.1% | 62,300 | $4.5M |
| Hyposwiss Advisors SA | 4.41% | — | 61,850 | $4.5M |
| Gallacher Capital Management LLC | 1.72% | Add +0.2% | 61,195 | $4.4M |
| Midwest Professional Planners, LTD. | 1.05% | Add +19.5% | 61,188 | $4.4M |
| Franklin Resources Inc. | 0.00% | Reduce -0.8% | 61,093 | $4.4M |
| LVW Advisors, LLC | 0.45% | Add +0.6% | 60,521 | $4.4M |
| Crescent Grove Advisors, LLC | 0.42% | Add +11.2% | 60,131 | $4.4M |
| Professional Financial Management, Inc. | 4.93% | — | 59,777 | $4.3M |
| Savvy Advisors, Inc. | 0.14% | Add +2.8% | 58,950 | $4.3M |
| Galilei Investment Office LLP | 1.99% | No change | 58,133 | $4.2M |
| Dynamic Wealth Strategies, LLC | 2.49% | Add +30.8% | 57,561 | $4.2M |
| Anson Capital, Inc. | 3.01% | Reduce -8.2% | 56,910 | $4.1M |
| Harvest Investment Advisors, LLC | 2.33% | Reduce -1.7% | 56,497 | $4.1M |
| Colonial Trust Co / SC | 0.55% | Add +1.1% | 56,383 | $4.1M |
| Quent Capital, LLC | 0.29% | Reduce -0.3% | 55,941 | $4.1M |
| Wood Tarver Financial Group, LLC | 1.14% | Add +1.2% | 55,839 | $4.1M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -9.1% | 55,579 | $4.0M |
| Sei Investments Co. | 0.00% | Add +0.8% | 54,953 | $4.0M |
| Turim 21 Investimentos Ltda. | 1.53% | No change | 54,372 | $4.0M |
| Glen Eagle Advisors, LLC | 0.53% | Add +7.3% | 53,301 | $3.9M |
| Shelton Wealth Management, LLC | 1.69% | Reduce -3.3% | 53,269 | $3.9M |
| Caldwell Trust Co | 0.34% | Add +13.6% | 53,259 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.5% | 52,942 | $3.8M |
| Copia Wealth Management | 2.75% | Add +1.3% | 52,867 | $3.8M |
| Wealthfront Advisers LLC | 0.01% | Add +6.5% | 52,777 | $3.8M |
| Madrid Wealth Management, LLC | 3.11% | — | 52,726 | $3.8M |
| Werba Rubin Papier Wealth Management | 1.02% | Reduce -0.4% | 51,748 | $3.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +6.3% | 51,691 | $3.8M |
| Legacy Financial Advisors, Inc. | 0.52% | Reduce -4.3% | 51,491 | $3.7M |
| M&T Bank Corp | 0.01% | Add +47.5% | 51,260 | $3.7M |
| Weitzel Financial Services, Inc. | 1.44% | Add +0.0% | 49,897 | $3.7M |
| Arq Wealth Advisors, LLC | 0.99% | Add +3.0% | 50,660 | $3.7M |
| Gold Investment Management Ltd. | 1.17% | Reduce -1.4% | 50,602 | $3.7M |
| Security Financial Services, INC. | 0.58% | Add +25.5% | 50,433 | $3.7M |
| Whittier Trust Co. | 0.04% | Add +7.4% | 48,073 | $3.7M |
| CBIZ Investment Advisory Services, LLC | 0.14% | Reduce -3.4% | 50,307 | $3.7M |
| Global Retirement Partners, LLC | 0.06% | Add +443.3% | 50,042 | $3.6M |
| WMS Group LLC | 4.60% | — | 49,796 | $3.6M |
| Vertex Planning Partners, LLC | 0.83% | Add +0.7% | 49,125 | $3.6M |
| Glenmede Trust Co. NA | 0.02% | — | 48,499 | $3.5M |
| Two Sigma Securities, LLC | 0.48% | New | 48,058 | $3.5M |
| SageView Advisory Group, LLC | 0.12% | Reduce -18.7% | 47,516 | $3.5M |
| Meridian Management Co. | 0.85% | No change | 47,470 | $3.5M |
| Denver PWM, LLC | 1.15% | No change | 54,637 | $3.4M |
| Live Oak Investment Partners | 2.11% | Add +18.2% | 47,294 | $3.4M |
| Provident Co of the Employees of the Hebrew University LTD | 3.54% | No change | 46,933 | $3.4M |
| Meitav Investment House Ltd. | 0.04% | No change | 46,933 | $3.4M |
| Principia Wealth Advisory, LLC | 2.13% | Reduce -17.0% | 46,870 | $3.4M |
| Birchcreek Wealth Management, LLC | 1.65% | Add +12.2% | 46,335 | $3.4M |
| AlphaCore Capital LLC | 0.07% | Reduce -10.4% | 45,895 | $3.3M |
| Naples Global Advisors, LLC | 0.25% | Add +7.6% | 45,814 | $3.3M |
| Arbor Investment Advisors, LLC | 0.43% | Add +17.8% | 45,052 | $3.3M |
| Powerhouse Assets LLC | 2.87% | — | 44,909 | $3.3M |
| Maryland Capital Advisors Inc. | 1.10% | Add +0.5% | 44,735 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -81.6% | 44,684 | $3.2M |
| First Citizens Bank & Trust Co. | 0.07% | Reduce -7.7% | 44,418 | $3.2M |
| National Philanthropic Trust | 0.03% | Add +256.7% | 44,062 | $3.2M |
| Comerica Bank | 0.01% | Add +0.8% | 43,693 | $3.2M |
| Analyst IMS Investment Management Services Ltd. | 0.09% | No change | 43,530 | $3.2M |
| Palladiem, LLC | 2.97% | — | 43,118 | $3.1M |
| Strategic Blueprint, LLC | 0.18% | Reduce -74.7% | 42,402 | $3.1M |
| HB Wealth Management, LLC | 0.02% | Add +0.5% | 42,205 | $3.1M |
| Quantinno Capital Management LP | 0.01% | Add +265.8% | 42,082 | $3.1M |
| Ridgeline Wealth Planning, LLC | 2.17% | Add +1.0% | 41,818 | $3.0M |
| Quadrature Capital Ltd | 0.03% | New | 41,664 | $3.0M |
| Gateway Wealth Partners, LLC | 0.34% | New | 41,624 | $3.0M |
| Affinity Capital Advisors, LLC | 0.42% | Reduce -19.7% | 41,570 | $3.0M |
| Nottingham Advisors, Inc. | 0.42% | Reduce -0.8% | 41,502 | $3.0M |
| Community Bank, N.A. | 0.36% | Reduce -1.1% | 41,500 | $3.0M |
| Versant Capital Management, Inc | 0.37% | Add +0.5% | 41,036 | $3.0M |
| Silverleafe Capital Partners, LLC | 0.88% | Add +0.1% | 40,948 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.6% | 38,986 | $3.0M |
| Farrell Financial LLC | 1.75% | Add +2.4% | 40,884 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.2% | 40,671 | $3.0M |
| CoreCap Advisors, LLC | 0.10% | Reduce -8.9% | 40,534 | $2.9M |
| Gotham Asset Management | 0.01% | Add +0.8% | 39,978 | $2.9M |
| United Bank | 0.38% | Reduce -94.5% | 39,977 | $2.9M |
| Bigelow Investment Advisors, LLC | 1.13% | Add +6.0% | 39,705 | $2.9M |
| Norris Financial Group, LLC | 0.98% | Reduce -9.3% | 39,555 | $2.9M |
| Catalyst Investment Management LLC | 2.72% | — | 39,544 | $2.9M |
| PFG Advisors | 0.14% | Add +7.9% | 38,879 | $2.8M |
| Cordoba Advisory Partners LLC | 0.70% | — | 38,710 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -65.4% | 38,506 | $2.8M |
| Clal Insurance Enterprises Holdings Ltd | 0.02% | No change | 38,290 | $2.8M |
| First Financial Corp. | 1.05% | No change | 38,236 | $2.8M |
| Basso Capital Management, L.P. | 1.65% | Add +23.7% | 38,230 | $2.8M |
| Deutsche Bank AG | 0.00% | No change | 37,656 | $2.7M |
| Trek Financial, LLC | 0.16% | Reduce -1.3% | 37,635 | $2.7M |
| J. Mark Nickell & Co. | 2.52% | — | 37,609 | $2.7M |
| Bravera Wealth | 1.33% | — | 36,651 | $2.7M |
| Mgo One Seven LLC | 0.05% | Add +167.4% | 36,382 | $2.6M |
| Hirtle & Co., LLC | 0.10% | Reduce -12.2% | 36,171 | $2.6M |
| SOL Capital Management CO | 0.23% | Reduce -1.0% | 35,955 | $2.6M |
| Eaton Financial Holdings Company, LLC | 0.70% | No change | 35,800 | $2.6M |
| FMR LLC | 0.00% | Add +14.6% | 35,521 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -4.6% | 35,230 | $2.6M |
| MA Private Wealth | 0.41% | No change | 33,995 | $2.5M |
| Beckerman Institutional, LLC | 1.39% | Add +6.0% | 33,994 | $2.5M |
| WT Wealth Management | 0.71% | Reduce -1.9% | 33,970 | $2.5M |
| Trajan Wealth LLC | 0.10% | Add +7.0% | 33,958 | $2.5M |
| Integrity Alliance, Llc. | 0.09% | Add +12.0% | 33,649 | $2.4M |
| Tradewinds, LLC. | 0.58% | Reduce -2.4% | 33,322 | $2.4M |
| Smith Thornton Advisors LLC | 1.22% | Add +1.9% | 33,006 | $2.4M |
| Passive Capital Management, LLC. | 0.75% | No change | 33,000 | $2.4M |
| JT Stratford LLC | 0.31% | Add +1.0% | 32,939 | $2.4M |
| Vise Technologies, Inc. | 0.05% | New | 32,791 | $2.4M |
| NTV Asset Management LLC | 0.25% | Reduce -3.4% | 32,749 | $2.4M |
| D.A. Davidson & Co. | 0.01% | Add +12.6% | 32,449 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.11% | Reduce -35.5% | 32,235 | $2.3M |
| XY Planning Network, Inc. | 0.41% | Add +22.2% | 32,041 | $2.3M |
| Quadcap Wealth Management, LLC | 0.26% | Reduce -2.5% | 31,932 | $2.3M |
| Relyea Zuckerberg Hanson LLC | 0.23% | Reduce -1.5% | 31,446 | $2.3M |
| Regency Capital Management Inc.\DE | 0.93% | New | 30,876 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +167.6% | 30,775 | $2.2M |
| Keebeck Wealth Management | 0.26% | Reduce -5.1% | 30,535 | $2.2M |
| One Wealth Advisors, LLC | 0.27% | Reduce -7.6% | 30,517 | $2.2M |
| Leuthold Group, LLC | 0.23% | Reduce -10.0% | 29,743 | $2.2M |
| Fusion Family Wealth, LLC | 0.16% | No change | 29,607 | $2.2M |
| Daybright Advisory Services, Inc. | 0.57% | — | 29,278 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +39.4% | 29,021 | $2.1M |
| FineMark National Bank & Trust | 0.07% | Reduce -0.6% | 28,697 | $2.1M |
| EverSource Wealth Advisors, LLC | 0.08% | Add +2.2% | 28,546 | $2.1M |
| Antonelli Financial Advisors, LLC | 1.35% | Add +650.2% | 28,237 | $2.1M |
| Coastal Bridge Advisors, LLC | 0.15% | Add +51.2% | 28,151 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.10% | Add +62.0% | 28,017 | $2.0M |
| First Bank & Trust | 0.33% | No change | 27,895 | $2.0M |
| Capital Advantage, Inc. | 0.27% | Add +48.3% | 27,885 | $2.0M |
| Eq LLC | 0.58% | Reduce -0.1% | 27,855 | $2.0M |
| Fort Point Capital Partners LLC | 0.24% | Add +2.9% | 25,931 | $2.0M |
| Kickstand Ventures, Llc. | 0.42% | Reduce -0.4% | 27,493 | $2.0M |
| Sovran Advisors, LLC | 0.17% | Add +0.7% | 25,722 | $2.0M |
| SeaBridge Investment Advisors LLC | 0.32% | No change | 27,071 | $2.0M |
| Atticus Wealth Management, LLC | 0.48% | Reduce -0.7% | 26,992 | $2.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0.52% | Add +0.3% | 26,835 | $2.0M |
| Clear Harbor Asset Management, LLC | 0.13% | Add +3.4% | 26,737 | $1.9M |
| Independent Financial Group, LLC | 0.04% | Add +84.4% | 26,226 | $1.9M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -1.8% | 26,197 | $1.9M |
| Savant Capital, LLC | 0.01% | Add +0.5% | 25,725 | $1.9M |
| Parallel Advisors, LLC | 0.03% | Reduce -8.3% | 24,960 | $1.8M |
| Horst & Graben Wealth Management LLC | 0.26% | Reduce -0.8% | 24,118 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Add +0.8% | 24,025 | $1.7M |
| Provident Wealth Management, LLC | 0.51% | Add +8.3% | 23,693 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -19.0% | 23,666 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Reduce -10.7% | 23,579 | $1.7M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -4.5% | 23,231 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -1.0% | 23,209 | $1.7M |
| Balance Wealth Partners LLC | 0.52% | Add +2.4% | 22,498 | $1.6M |
| Empower Advisory Group, LLC | 0.00% | Add +34.0% | 22,369 | $1.6M |
| Client 1ST Advisory Group, LLC | 0.51% | Add +1.8% | 22,312 | $1.6M |
| Quarry Hill Advisors, LLC | 0.75% | Add +1.5% | 22,276 | $1.6M |
| McCarter Private Wealth Services LLC | 0.73% | New | 22,270 | $1.6M |
| Goldenstone Wealth Management LLC | 1.18% | — | 21,730 | $1.6M |
| Apella Capital, LLC | 0.03% | Add +0.5% | 21,692 | $1.6M |
| Anchor Investment Management, LLC | 0.13% | No change | 21,525 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 21,664 | $1.6M |
| Investor's Fiduciary Advisor Network, LLC | 0.33% | Add +2.4% | 21,463 | $1.6M |
| Strathmore Capital Advisors, Inc. | 0.51% | Reduce -1.6% | 21,413 | $1.6M |
| Advocate Investing Services LLC | 1.38% | — | 21,272 | $1.5M |
| Texas Yale Capital Corp. | 0.05% | No change | 20,900 | $1.5M |
| Bestgate Wealth Advisors, LLC | 2.67% | Add +0.3% | 20,892 | $1.5M |
| Asset Dedication, LLC | 0.10% | Reduce -4.1% | 20,643 | $1.5M |
| Perennial Investment Advisors, LLC | 0.12% | Reduce -0.8% | 20,560 | $1.5M |
| Columbus Macro, LLC | 0.16% | New | 20,204 | $1.5M |
| Caprock Group, LLC | 0.03% | Add +0.2% | 19,765 | $1.4M |
| Orgel Wealth Management, LLC | 0.03% | Reduce -0.8% | 19,739 | $1.4M |
| AQR Capital Management | 0.00% | Add +31.4% | 19,686 | $1.4M |
| Marietta Wealth Management, LLC | 0.16% | No change | 19,563 | $1.4M |
| Spectrum Planning & Advisory Services Inc. | 0.73% | Add +1.2% | 19,499 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Add +0.4% | 19,312 | $1.4M |
| AMG National Trust Bank | 0.03% | Add +1.1% | 19,011 | $1.4M |
| Icon Wealth Advisors, LLC | 0.09% | Reduce -2.9% | 18,998 | $1.4M |
| Campion Asset Management | 0.95% | Reduce -0.9% | 18,851 | $1.4M |
| Stelac Advisory Services LLC | 0.48% | Reduce -36.5% | 18,620 | $1.4M |
| Hegarty Advisors, LLC | 1.17% | — | 18,603 | $1.4M |
| Essential Partners LLC | 0.41% | Add +7.6% | 18,401 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +218.6% | 18,217 | $1.3M |
| Strategic Wealth Partners, Ltd. | 0.09% | Add +0.7% | 18,145 | $1.3M |
| Venturi Wealth Management, LLC | 0.06% | Reduce -0.6% | 18,093 | $1.3M |
| ERn Financial, LLC | 0.25% | Reduce -0.2% | 17,982 | $1.3M |
| Ascentis Wealth Management, LLC | 0.33% | Add +11.1% | 17,953 | $1.3M |
| CFS Investment Advisory Services, LLC | 0.09% | Reduce -3.3% | 17,748 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Reduce -2.1% | 17,438 | $1.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.44% | Reduce -44.0% | 17,427 | $1.3M |
| Regimen Wealth, LLC | 0.37% | Reduce -3.2% | 17,291 | $1.3M |
| MinichMacGregor Wealth Management, LLC | 0.23% | New | 17,090 | $1.2M |
| Wealthcare Capital Partners, LLC | 0.58% | Add +0.2% | 17,035 | $1.2M |
| Wright Wealth LLC | 0.80% | — | 16,976 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +30.4% | 16,876 | $1.2M |
| Financial Life Advisors | 0.38% | Reduce -38.5% | 16,818 | $1.2M |
| Indiana Trust & Investment Management Co | 0.36% | No change | 16,750 | $1.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -59.5% | 16,600 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Add +2.5% | 16,410 | $1.2M |
| ShoreHaven Wealth Partners, LLC | 0.42% | Reduce -8.4% | 16,237 | $1.2M |
| Means Investment Co., Inc. | 0.10% | Reduce -16.0% | 16,056 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | — | 16,042 | $1.2M |
| Bessemer Group Inc. | 0.00% | Reduce -6.9% | 15,690 | $1.1M |
| Wedmont Private Capital | 0.04% | Add +12.7% | 15,012 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | No change | 15,622 | $1.1M |
| TSA Wealth Managment LLC | 0.37% | Reduce -6.7% | 15,442 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Add +7.0% | 15,339 | $1.1M |
| Keyvantage Wealth, LLC | 0.47% | Reduce -0.6% | 15,271 | $1.1M |
| Willis Johnson & Associates, Inc. | 0.07% | Add +0.6% | 15,206 | $1.1M |
| Clark Capital Management Group, Inc. | 0.01% | New | 15,202 | $1.1M |
| J2 Capital Management Inc | 0.80% | Reduce -0.1% | 15,146 | $1.1M |
| K.J. Harrison & Partners Inc | 0.14% | No change | 15,000 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.9% | 14,949 | $1.1M |
| Concorde Asset Management, LLC | 0.43% | Reduce -1.1% | 14,871 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | No change | 14,782 | $1.1M |
| Global Strategic Investment Solutions, LLC | 0.10% | Add +6.0% | 14,758 | $1.1M |
| Betterment LLC | 0.00% | Reduce -1.5% | 14,755 | $1.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -0.1% | 14,707 | $1.1M |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -5.0% | 14,686 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +46.3% | 14,681 | $1.1M |
| Gilbert & Cook, Inc. | 0.13% | No change | 14,653 | $1.1M |
| Ehrlich Financial Group | 0.60% | Reduce -12.9% | 14,585 | $1.1M |
| Ascent Group, LLC | 0.04% | Reduce -2.1% | 14,482 | $1.1M |
| Interchange Capital Partners, LLC | 0.20% | Reduce -1.7% | 14,476 | $1.1M |
| Integrity Advisory Solutions, LLC | 0.15% | Add +16.6% | 14,424 | $1.0M |
| Williams & Novak, LLC | 0.79% | Reduce -4.0% | 14,410 | $1.0M |
| J.E. Simmons & Co., P.C. | 0.67% | — | 14,315 | $1.0M |
| Red Reef Advisors LLC | 1.05% | — | 14,178 | $1.0M |
| AE Wealth Management LLC | 0.01% | Add +5.2% | 14,129 | $1.0M |
| Principal Securities, Inc. | 0.02% | Reduce -84.2% | 14,064 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -19.8% | 14,020 | $1.0M |
| Parkside Financial Bank & Trust | 0.08% | Add +11.6% | 13,870 | $1.0M |
| Scarborough Advisors, LLC | 0.17% | Add +1.9% | 13,576 | $987K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 13,436 | $977K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -3.4% | 13,379 | $972K |
| Canal Capital Management, LLC | 0.14% | Add +9.5% | 13,260 | $964K |
| 1015 Capital Partners, LLC | 0.94% | — | 13,176 | $958K |
| Claro Advisors Inc. | 0.13% | Reduce -9.2% | 12,667 | $921K |
| 21 West Wealth Management LLC | 0.83% | Add +0.9% | 12,565 | $913K |
| Regal Investment Advisors LLC | 0.05% | Add +169.4% | 12,510 | $909K |
| FFT Wealth Management LLC | 0.17% | No change | 12,478 | $907K |
| Manhattan West Asset Management, LLC | 0.19% | Add +5.3% | 12,444 | $904K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +6.9% | 12,436 | $904K |
| Nvwm, LLC | 0.20% | Add +1.0% | 12,368 | $899K |
| Marshall Wace, LLP | 0.00% | Reduce -93.1% | 12,341 | $897K |
| Cardiff Park Advisors, LLC | 0.07% | Add +1.1% | 12,300 | $894K |
| Loomis Sayles & Co. L P | 0.00% | No change | 12,250 | $890K |
| Breakwater Capital Group | 0.12% | Reduce -1.6% | 12,243 | $890K |
| KM Capital Management Ltd. | 0.45% | Reduce -25.1% | 12,195 | $886K |
| Mission Wealth Management, LP | 0.02% | Add +0.4% | 12,158 | $884K |
| Brown Advisory Inc. | 0.00% | Reduce -8.0% | 12,138 | $882K |
| Leavell Investment Management, Inc. | 0.04% | Add +98.3% | 12,099 | $879K |
| Wealthcare Capital Management LLC | 0.09% | Reduce -1.7% | 12,092 | $879K |
| Steph & Co. | 0.25% | Reduce -5.1% | 12,084 | $878K |
| OLIO Financial Planning | 0.25% | No change | 12,080 | $878K |
| Beacon Financial Group | 0.09% | Reduce -0.9% | 12,048 | $876K |
| Winthrop Capital Management, LLC | 0.20% | Reduce -0.5% | 12,024 | $874K |
| Haverford Trust Co | 0.01% | Reduce -5.7% | 11,992 | $872K |
| Fisher Asset Management | 0.00% | New | 11,866 | $862K |
| Advisory Services Network, LLC | 0.01% | Add +19.8% | 11,849 | $861K |
| West Wealth Group, LLC | 0.17% | Reduce -5.5% | 11,426 | $830K |
| Hanover Advisors Inc. | 0.32% | Add +4.9% | 11,165 | $811K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -38.1% | 11,160 | $811K |
| Marshall Financial Group, LLC | 0.16% | Reduce -5.2% | 11,137 | $809K |
| Summit Financial, LLC | 0.01% | Add +13.3% | 11,100 | $807K |
| W Advisors, LLC | 0.41% | No change | 11,098 | $807K |
| Blue Zone Wealth Advisors, LLC | 0.15% | Add +2.4% | 11,066 | $804K |
| Brady Martz Wealth Solutions, LLC | 0.14% | Add +1.6% | 11,059 | $804K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 10,838 | $788K |
| First Commonwealth Financial Corp | 0.13% | Add +19.3% | 10,689 | $777K |
| GMO | 0.00% | New | 10,656 | $774K |
| TFO Wealth Partners, LLC | 0.11% | No change | 10,507 | $764K |
| High Falls Advisors, Inc | 0.15% | Reduce -7.9% | 10,482 | $762K |
| Harbour Investments, Inc. | 0.02% | Reduce -16.8% | 10,460 | $760K |
| Panoramic Investment Advisors, LLC | 0.41% | Add +2.3% | 10,405 | $756K |
| Sheets Smith Wealth Management | 0.08% | Add +123.4% | 10,334 | $751K |
| NBT Bank, N.A. | 0.05% | Reduce -5.2% | 10,308 | $747K |
| Novem Group | 0.09% | Reduce -15.9% | 10,216 | $743K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -23.7% | 10,198 | $741K |
| Bulwark Capital Corp | 0.52% | Add +149.3% | 10,156 | $738K |
| HORAN Wealth, LLC | 0.11% | Add +0.3% | 10,090 | $733K |
| Clearstead Advisors, LLC | 0.01% | Add +17.6% | 9,983 | $726K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -1.1% | 9,866 | $717K |
| Natixis | 0.00% | New | 9,819 | $716K |
| Uptown Financial Advisors LLC | 0.60% | Add +11.8% | 9,730 | $707K |
| Centaurus Financial, Inc. | 0.03% | Reduce -4.3% | 9,714 | $706K |
| LiftPoint Family Wealth Advisors LLC | 0.60% | — | 9,683 | $704K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +1.4% | 9,680 | $704K |
| Verus Capital Partners, LLC | 0.05% | Reduce -11.4% | 9,573 | $696K |
| Cosner Financial Group, LLC | 0.35% | Reduce -0.1% | 9,546 | $694K |
| Mather Group, Llc. | 0.01% | Reduce -6.6% | 9,536 | $693K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 9,473 | $689K |
| Watershed Private Wealth LLC | 0.20% | Reduce -1.7% | 9,350 | $680K |
| Advus Financial Partners, LLC | 0.16% | Reduce -0.9% | 9,314 | $677K |
| Swisher Financial Concepts, Inc. | 0.38% | Reduce -2.5% | 9,306 | $676K |
| Arkadios Wealth Advisors | 0.01% | Reduce -3.5% | 9,295 | $676K |
| Telos Capital Management, Inc. | 0.06% | Reduce -2.1% | 9,259 | $673K |
| Keudell/Morrison Wealth Management | 0.14% | — | 9,203 | $669K |
| Diversify Advisory Services, LLC | 0.02% | Add +0.7% | 8,649 | $669K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.2% | 9,109 | $662K |
| Burke & Herbert Bank & Trust Co. | 0.18% | Reduce -74.0% | 9,031 | $656K |
| Austin Private Wealth, LLC | 0.05% | Reduce -3.5% | 9,004 | $654K |
| Neumann Capital Management, LLC | 0.19% | No change | 9,000 | $654K |
| First National Bank of Mount Dora, Trust Investment Services | 0.14% | New | 8,934 | $649K |
| Richard W. Paul & Associates, LLC | 0.22% | Reduce -16.7% | 8,932 | $649K |
| NWF Advisory Services Inc. | 0.07% | Add +13.3% | 8,903 | $647K |
| Rwa Wealth Partners, LLC | 0.01% | New | 8,852 | $643K |
| Sage Financial Group Inc. | 0.04% | Add +0.0% | 8,803 | $640K |
| Lido Advisors, LLC | 0.00% | Add +11.1% | 8,752 | $636K |
| Foster Group, Inc. | 0.02% | Reduce -9.3% | 8,638 | $628K |
| Purkiss Capital Advisors LLC | 0.29% | Reduce -2.8% | 8,629 | $627K |
| LPWM LLC | 0.16% | Add +9.3% | 8,624 | $627K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -32.4% | 8,610 | $626K |
| Mittelman Wealth Management | 0.40% | Add +1.8% | 8,563 | $622K |
| Catalyst Financial Partners LLC | 0.07% | No change | 8,542 | $621K |
| Yukon Wealth Management, Inc. | 0.35% | Reduce -19.7% | 7,600 | $609K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -20.4% | 8,344 | $606K |
| Rede Wealth, LLC | 0.21% | New | 8,212 | $597K |
| Heartwood Wealth Advisors LLC | 0.05% | Add +6.3% | 8,141 | $592K |
| Maia Wealth LLC | 0.10% | Reduce -10.5% | 7,063 | $592K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +1.6% | 8,135 | $591K |
| Quad-Cities Investment Group, LLC | 0.24% | Reduce -2.4% | 8,107 | $589K |
| Kovack Advisors, Inc. | 0.03% | New | 8,106 | $589K |
| Sax Wealth Advisors, LLC | 0.03% | Add +1.2% | 7,958 | $578K |
| Vontobel Holding Ltd. | 0.00% | Add +10.4% | 7,908 | $575K |
| Root Financial Partners, LLC | 0.03% | Reduce -3.6% | 7,898 | $574K |
| Emergent Wealth Advisors, LLC | 0.32% | Reduce -26.2% | 7,844 | $570K |
| Marathon Strategic Advisors, LLC | 0.44% | Reduce -11.7% | 7,841 | $570K |
| F&V Capital Management, LLC | 0.12% | No change | 7,820 | $568K |
| Modera Wealth Management, LLC | 0.01% | Reduce -4.5% | 7,799 | $567K |
| Assetmark, Inc. | 0.00% | Add +19.5% | 7,797 | $567K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -3.1% | 7,729 | $562K |
| Readystate Asset Management LP | 0.04% | Add +36.7% | 7,720 | $561K |
| Western Wealth Management, LLC | 0.03% | Add +13.3% | 7,684 | $558K |
| Mayflower Financial Advisors, LLC | 0.07% | Add +10.0% | 7,603 | $553K |
| Estate Counselors, LLC | 0.05% | Reduce -15.8% | 7,510 | $546K |
| Stokes Family Office, LLC | 0.05% | Add +0.7% | 7,501 | $545K |
| Patron Partners, LLC | 0.24% | Reduce -0.6% | 7,471 | $543K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -4.5% | 7,441 | $541K |
| Sowell Financial Services LLC | 0.02% | No change | 7,406 | $538K |
| PDS Planning, Inc | 0.04% | Reduce -1.6% | 7,378 | $536K |
| Shared Vision Wealth Group LLC | 0.21% | Reduce -19.8% | 6,553 | $522K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -24.3% | 7,181 | $522K |
| Asempa Wealth Advisors | 0.45% | — | 7,173 | $521K |
| New Republic Capital, LLC | 0.14% | Reduce -7.6% | 7,168 | $521K |
| Churchill Financial Advisors, LLC | 0.16% | — | 7,166 | $521K |
| Dana Investment Advisors, Inc. | 0.02% | Add +0.2% | 7,162 | $521K |
| Clarity Asset Management, Inc. | 0.28% | Add +3.3% | 7,115 | $517K |
| Princeton Global Asset Management LLC | 0.08% | Reduce -0.3% | 7,038 | $512K |
| Pines Wealth Management, LLC | 0.16% | Add +4.3% | 6,960 | $506K |
| Comprehensive Money Management Services LLC | 0.35% | No change | 6,955 | $505K |
| Brookwood Investment Group LLC | 0.06% | Reduce -1.5% | 6,871 | $499K |
| Unique Wealth Strategies, LLC | 0.20% | Reduce -10.4% | 6,839 | $497K |
| Caliber Wealth Management, LLC / KS | 0.05% | Add +0.6% | 6,816 | $495K |
| W1M Asset Management Ltd | 0.01% | Reduce -50.5% | 6,791 | $494K |
| Latitude Advisors, LLC | 0.22% | Reduce -3.5% | 6,751 | $491K |
| First Financial Bankshares Inc | 0.01% | Reduce -27.9% | 6,727 | $489K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.06% | — | 6,721 | $488K |
| Csenge Advisory Group | 0.02% | Reduce -1.0% | 6,709 | $488K |
| Walsh & Associates, LLC | 0.47% | — | 6,601 | $480K |
| Retirement Income Solutions, Inc. | 0.08% | Add +3.3% | 6,600 | $480K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +0.7% | 6,575 | $478K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -84.7% | 6,438 | $468K |
| Brand Asset Management Group, Inc. | 0.13% | Reduce -1.7% | 6,371 | $463K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.1% | 6,349 | $461K |
| Apeiron RIA LLC | 0.09% | Add +3.5% | 5,725 | $460K |
| IFP Advisors, Inc | 0.01% | Reduce -9.6% | 6,234 | $453K |
| Ashford Advisors, LLC | 0.10% | No change | 6,142 | $446K |
| LMCG Investments, LLC | 0.03% | Add +3.5% | 6,131 | $446K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +3.5% | 6,131 | $446K |
| SJS Investment Consulting Inc. | 0.06% | Reduce -5.2% | 6,027 | $438K |
| O'Brien Wealth Partners LLC | 0.06% | Reduce -0.5% | 6,013 | $437K |
| Fiduciary Trust Co | 0.01% | Add +21.9% | 6,001 | $436K |
| Cassilly Financial Group LLC | 0.39% | — | 5,998 | $436K |
| Resurgent Financial Advisors LLC | 0.22% | Add +8.8% | 5,991 | $435K |
| Miller Global Investments, LLC | 0.39% | — | 5,966 | $434K |
| Pacific Park Financial, Inc. | 0.27% | — | 5,962 | $433K |
| Aspetuck Financial Management LLC | 0.29% | Reduce -0.3% | 5,945 | $432K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +18.3% | 5,826 | $423K |
| Elevated Capital Advisors, LLC | 0.10% | Reduce -1.8% | 5,819 | $423K |
| Stonebrook Private Inc. | 0.09% | Reduce -25.6% | 5,787 | $421K |
| ONE Advisory Partners, LLC | 0.13% | Reduce -5.7% | 5,715 | $415K |
| Private Trust Co. NA | 0.04% | Add +17.5% | 5,633 | $409K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -1.3% | 5,616 | $408K |
| Revisor Wealth Management LLC | 0.11% | New | 5,382 | $408K |
| Empowered Funds, LLC | 0.01% | New | 5,590 | $406K |
| Midwest Capital Advisors, LLC | 0.19% | Reduce -10.5% | 5,574 | $405K |
| Hudson Oak Wealth Advisory LLC | 0.36% | — | 5,559 | $404K |
| Detalus Advisors, LLC | 0.10% | Reduce -26.3% | 5,552 | $404K |
| GreatBanc Trust CO | 0.28% | No change | 5,540 | $403K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +76.2% | 5,523 | $401K |
| Morling Financial Advisors, LLC | 0.13% | No change | 5,509 | $400K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 5,500 | $400K |
| Firethorn Wealth Partners, LLC | 0.15% | Reduce -9.0% | 5,490 | $399K |
| Vanguard Group Inc. | 0.00% | Reduce -3.0% | 5,422 | $394K |
| Evolve Private Wealth, LLC | 0.02% | — | 5,400 | $392K |
| Maridea Wealth Management LLC | 0.06% | Add +2.4% | 5,354 | $389K |
| Portland Global Advisors LLC | 0.04% | Reduce -7.9% | 5,340 | $388K |
| Stonebridge Financial Planning Group, LLC | 0.14% | Reduce -3.3% | 5,305 | $386K |
| BSW Wealth Partners | 0.05% | No change | 5,295 | $385K |
| Cambria Investment Management, L.P. | 0.02% | New | 5,290 | $384K |
| Signaturefd, LLC | 0.01% | No change | 5,270 | $383K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -1.1% | 5,193 | $377K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 6,119 | $374K |
| Octavia Wealth Advisors, LLC | 0.04% | No change | 5,091 | $370K |
| Pitcairn Wealth Advisors LLC | 0.03% | — | 5,084 | $370K |
| Phoenix Financial Ltd. | 0.00% | Add +29.3% | 5,082 | $369K |
| 5T Wealth, LLC | 0.15% | Add +15.3% | 5,069 | $368K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -8.0% | 5,054 | $367K |
| Cove Private Wealth, LLC | 0.11% | No change | 5,000 | $363K |
| Keystone Financial Services | 0.11% | Reduce -14.4% | 4,984 | $362K |
| Spire Wealth Management | 0.01% | Reduce -2.8% | 4,962 | $361K |
| Brookstone Capital Management | 0.00% | Reduce -0.5% | 4,959 | $360K |
| Moran Wealth Management, LLC | 0.01% | New | 4,952 | $360K |
| Narus Financial Partners, LLC | 0.10% | No change | 4,943 | $359K |
| Athena Investment Management | 0.18% | No change | 4,940 | $359K |
| DF Dent & Co. Inc. | 0.01% | No change | 4,930 | $358K |
| Rather & Kittrell, Inc. | 0.06% | New | 4,920 | $358K |
| Sightline Wealth Advisors, LLC | 0.15% | Reduce -53.1% | 4,909 | $357K |
| Prudent Man Investment Management, Inc. | 0.12% | Add +10.2% | 4,729 | $344K |
| BridgePort Financial Solutions, LLC | 0.09% | Reduce -9.7% | 4,713 | $343K |
| Smith Partners Wealth Management, LLC | 0.31% | — | 4,667 | $339K |
| Rock Creek Group LLC | 0.04% | New | 4,664 | $339K |
| Allie Family Office LLC | 0.16% | No change | 4,639 | $337K |
| Legacy Trust | 0.06% | No change | 4,632 | $337K |
| HMV Wealth Advisors, LLC | 0.17% | Add +1.3% | 4,610 | $335K |
| Evolution Wealth Management Inc. | 0.28% | Add +44.2% | 4,590 | $334K |
| Wedbush Securities Inc. | 0.01% | Reduce -6.5% | 4,563 | $332K |
| Cary Street Partners Financial LLC | 0.01% | Add +14.9% | 4,539 | $330K |
| Montag A & Associates Inc. | 0.02% | New | 4,535 | $330K |
| Tsfg, LLC | 0.05% | Reduce -15.1% | 4,528 | $329K |
| CKW Financial Group | 0.04% | Reduce -71.0% | 4,479 | $325K |
| Altman Advisors, Inc. | 0.12% | No change | 4,467 | $325K |
| Cypress Point Wealth Management, LLC | 0.07% | Add +1.9% | 4,462 | $324K |
| Veltria Advisors Corp. | 1.41% | No change | 4,178 | $323K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 4,293 | $312K |
| Lane Brothers & Co. Inc. | 0.22% | — | 4,269 | $310K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.6% | 4,255 | $309K |
| Retirement Wealth Solutions LLC | 0.19% | No change | 4,137 | $301K |
| Miller Capital Partners, Inc. | 0.15% | — | 4,122 | $300K |
| Provenance Wealth Advisors, LLC | 0.03% | Add +113.5% | 4,053 | $295K |
| Hudock, Inc. | 0.04% | Add +1.0% | 4,044 | $294K |
| BCS Wealth Management | 0.03% | New | 4,032 | $293K |
| Aegis Wealth Management LLC | 0.16% | No change | 4,000 | $291K |
| Core Wealth Advisors, LLC | 0.23% | — | 3,988 | $290K |
| Vinland Capital Management Gestora de Recursos LTDA. | 3.54% | New | 725 | $289K |
| Evergreen Capital Management LLC | 0.01% | No change | 3,926 | $285K |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.3% | 3,926 | $285K |
| Scotia Capital Inc. | 0.00% | Add +1.7% | 3,897 | $283K |
| Arax Advisory Partners | 0.01% | New | 3,902 | $277K |
| Hudson Value Partners, LLC | 0.08% | No change | 3,800 | $276K |
| Accel Wealth Management | 0.08% | No change | 3,792 | $276K |
| Curated Wealth Partners LLC | 0.03% | New | 3,772 | $274K |
| IFG Advisory, LLC | 0.01% | Add +2.1% | 3,757 | $273K |
| Northwest Wealth Management, LLC | 0.04% | No change | 3,712 | $270K |
| Litman Gregory Wealth Management LLC | 0.02% | Reduce -4.8% | 3,703 | $269K |
| Old National Bancorp | 0.00% | New | 3,651 | $265K |
| Americana Partners, LLC | 0.01% | Reduce -0.6% | 3,637 | $264K |
| Berger Financial Group, Inc | 0.02% | Add +0.1% | 3,634 | $264K |
| LWM Advisors Inc. | 0.23% | No change | 3,588 | $261K |
| QRG Capital Management, Inc. | 0.00% | New | 3,573 | $260K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -20.2% | 3,566 | $259K |
| Richmond Investment Services, LLC | 0.04% | New | 3,561 | $259K |
| Alpha Omega Wealth Management LLC | 0.04% | No change | 3,551 | $258K |
| LFA - Lugano Financial Advisors SA | 0.13% | No change | 3,547 | $258K |
| Lavaca Capital LLC | 0.04% | Reduce -0.8% | 3,540 | $257K |
| Dala Group, LLC | 0.22% | — | 3,485 | $253K |
| Howard Financial Services, LTD. | 0.03% | Add +1.5% | 3,481 | $253K |
| Moors & Cabot, Inc. | 0.01% | Reduce -2.5% | 3,428 | $249K |
| Investment Research Partners LLC | 0.11% | No change | 3,425 | $249K |
| Capital Advisors Inc. | 0.00% | New | 3,414 | $248K |
| JFS Wealth Advisors, LLC | 0.01% | Add +1.3% | 3,398 | $247K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.3% | 3,369 | $245K |
| Quartz Partners, LLC | 0.09% | Reduce -0.4% | 3,331 | $242K |
| GeoWealth Management, LLC | 0.01% | Reduce -28.7% | 3,306 | $240K |
| Twin Focus Capital Partners, LLC | 0.03% | No change | 3,305 | $240K |
| Cascade Financial Partners, LLC | 0.02% | No change | 3,270 | $238K |
| Life Line Wealth Management LLC | 0.07% | New | 3,265 | $237K |
| Stone House Investment Management, LLC | 0.04% | Reduce -38.9% | 3,249 | $236K |
| Capital Advisors Wealth Management, LLC | 0.03% | New | 3,230 | $235K |
| Bison Wealth, LLC | 0.03% | New | 3,027 | $234K |
| Mills Wealth Advisors LLC | 0.09% | Reduce -3.0% | 3,204 | $233K |
| Jim Saulnier & Associates, LLC | 0.12% | New | 3,193 | $232K |
| Factor Wealth Management LTD | 0.05% | No change | 3,188 | $232K |
| Unify Financial Advisors | 0.24% | — | 3,147 | $229K |
| Northland Securities, Inc. | 0.22% | — | 3,146 | $229K |
| Elevated Financial Group LLC | 0.08% | — | 3,130 | $227K |
| RS Crum Inc. | 0.05% | Reduce -16.2% | 3,122 | $227K |
| Chatterton & Associates Inc. | 0.19% | — | 3,118 | $227K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.04% | No change | 3,104 | $226K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 3,100 | $225K |
| Sharkey, Howes & Javer | 0.03% | Reduce -10.4% | 3,095 | $225K |
| RMR Wealth Builders | 0.02% | Reduce -0.7% | 3,070 | $223K |
| Greenleaf Trust | 0.00% | Reduce -4.1% | 3,060 | $222K |
| Brian Low Financial Group, LLC | 0.16% | New | 3,053 | $222K |
| Avion Wealth | 0.05% | Reduce -26.4% | 3,050 | $221K |
| apricus wealth, LLC | 0.11% | New | 3,040 | $221K |
| New Harbor Financial Group, LLC | 0.04% | Reduce -2.4% | 3,010 | $219K |
| HSBC Holdings PLC | 0.00% | No change | 3,005 | $218K |
| Tenon Financial LLC | 0.09% | Reduce -32.5% | 3,002 | $218K |
| WealthShield Partners, LLC | 0.02% | Reduce -51.9% | 3,001 | $218K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 2,985 | $217K |
| D'Orazio & Associates, Inc. | 0.03% | New | 2,917 | $212K |
| Invested Advisors | 0.22% | New | 2,892 | $210K |
| Goldstein Advisors, LLC | 0.02% | New | 2,874 | $209K |
| First PREMIER Bank | 0.05% | Reduce -0.5% | 2,853 | $207K |
| Hilltop Holdings Inc. | 0.01% | Reduce -16.9% | 2,844 | $207K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 2,825 | $205K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | New | 2,809 | $204K |
| Redhawk Wealth Advisors, Inc. | 0.02% | Reduce -78.1% | 2,786 | $202K |
| TPG Advisors LLC | 0.13% | New | 2,782 | $202K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -15.2% | 2,781 | $202K |
| Inspire Advisors, LLC | 0.02% | New | 2,761 | $201K |
| EFG International AG | 0.00% | — | 2,550 | $185K |
| Strategic Wealth Advisors LLC | 0.16% | — | 2,521 | $183K |
| Tucker Asset Management LLC | 0.05% | New | 2,297 | $167K |
| BigSur Wealth Management LLC | 0.04% | No change | 2,240 | $163K |
| Bogart Wealth, LLC | 0.01% | Reduce -28.6% | 2,204 | $160K |
| Bank of New Hampshire | 0.03% | No change | 2,055 | $149K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 2,016 | $146K |
| Ramirez Asset Management, Inc. | 0.02% | Reduce -20.6% | 1,998 | $145K |
| UMB Bank, n.a. | 0.00% | No change | 1,964 | $143K |
| Vision Retirement, LLC | 0.04% | — | 1,882 | $137K |
| FAS Wealth Partners, Inc. | 0.01% | Add +2.2% | 1,873 | $136K |
| Golden State Wealth Management, LLC | 0.01% | Add +3.7% | 1,838 | $134K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 1,774 | $129K |
| Missouri Trust & Investment Co | 0.04% | New | 1,750 | $127K |
| Manchester Capital Management LLC | 0.02% | New | 1,742 | $127K |
| Quadrant Capital Group LLC | 0.00% | Reduce -4.9% | 1,730 | $126K |
| Elyxium Wealth, LLC | 0.03% | New | 1,700 | $124K |
| Capital Analysts, LLC | 0.00% | Reduce -47.0% | 1,698 | $123K |
| Kings Path Partners LLC | 0.04% | Reduce -1.0% | 1,651 | $120K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 1,600 | $116K |
| SYM FINANCIAL Corp | 0.01% | Reduce -9.7% | 1,577 | $115K |
| Rossby Financial, LCC | 0.04% | Add +8.5% | 1,563 | $114K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +1.6% | 1,370 | $100K |
| Northwest Capital Management Inc | 0.43% | Reduce -75.9% | 1,366 | $99K |
| Lanark Financial, Inc. | 0.01% | No change | 1,364 | $99K |
| Wells Financial Advisors INC | 0.19% | Reduce -21.6% | 1,340 | $97K |
| National Bank of Canada | 0.00% | Reduce -99.5% | 1,100 | $80K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,098 | $80K |
| Angeles Wealth Management, LLC | 0.00% | Add +361.4% | 1,089 | $79K |
| Richards, Merrill & Peterson, Inc. | 0.03% | Add +0.4% | 1,071 | $78K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -8.7% | 1,021 | $74K |
| Allworth Financial LP | 0.00% | Reduce -4.9% | 1,016 | $74K |
| TD Private Client Wealth LLC | 0.00% | Reduce -3.2% | 998 | $73K |
| Wolff Wiese Magana LLC | 0.04% | No change | 991 | $72K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -6.9% | 969 | $70K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 959 | $70K |
| Red Tortoise LLC | 0.03% | Add +1.8% | 958 | $70K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 900 | $65K |
| United Community Bank | 0.02% | New | 882 | $64K |
| Bokf, NA | 0.00% | New | 851 | $62K |
| Fifth Third Bancorp | 0.00% | Reduce -5.3% | 839 | $61K |
| Creative Financial Designs Inc. | 0.00% | Reduce -6.8% | 812 | $59K |
| TCTC Holdings, LLC | 0.00% | No change | 790 | $57K |
| Arlington Trust Co LLC | 0.01% | Add +91.8% | 744 | $54K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 736 | $53K |
| Albion Financial Group | 0.00% | No change | 735 | $53K |
| Financial Perspectives, Inc | 0.01% | Add +2.0% | 730 | $53K |
| Crewe Advisors LLC | 0.00% | No change | 701 | $51K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -0.6% | 698 | $51K |
| Brown Brothers Harriman & Co. | 0.00% | Add +74.3% | 697 | $51K |
| Optima Capital LLC | 0.02% | New | 694 | $50K |
| Portfolio Resources Advisor Group, Inc. | 0.05% | — | 675 | $49K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 621 | $45K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +526.6% | 589 | $43K |
| Godfrey Financial Associates, Inc. | 0.04% | — | 569 | $41K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 547 | $40K |
| Sound Income Strategies, LLC | 0.00% | Add +2.2% | 508 | $39K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -19.0% | 538 | $39K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 522 | $38K |
| Abound Wealth Management | 0.01% | Add +1.8% | 506 | $37K |
| Wellington-Altus USA Inc. | 0.03% | — | 489 | $36K |
| Harbor Asset Planning, Inc. | 0.03% | Add +16.9% | 485 | $35K |
| Phillips Financial Management, LLC | 0.00% | No change | 473 | $34K |
| Bangor Savings Bank | 0.00% | Reduce -16.5% | 471 | $34K |
| Sankala Group LLC | 0.03% | — | 366 | $32K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 436 | $32K |
| Grove Bank & Trust | 0.00% | No change | 430 | $31K |
| Zions Bancorporation, National Association | 0.00% | No change | 421 | $31K |
| International Assets Investment Management, LLC | 0.00% | New | 417 | $30K |
| Front Row Advisors LLC | 0.01% | No change | 414 | $30K |
| Go Invest LLC | 0.01% | — | 374 | $27K |
| Trust Co | 0.00% | No change | 370 | $27K |
| Clark Wealth Partners | 0.02% | No change | 360 | $26K |
| Sofi Wealth, LLC | 0.00% | Reduce -48.5% | 319 | $23K |
| SouthState Bank Corp | 0.00% | New | 316 | $23K |
| Smithfield Trust Co | 0.00% | No change | 314 | $22K |
| Cape Investment Advisory, Inc. | 0.01% | Add +90.2% | 291 | $21K |
| Curio Wealth, LLC | 0.01% | New | 284 | $20K |
| GS Investments, Inc. | 0.01% | No change | 275 | $20K |
| Rialto Wealth Management, LLC | 0.00% | No change | 275 | $20K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -3.3% | 208 | $17K |
| MCF Advisors LLC | 0.00% | Add +4.1% | 230 | $17K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 228 | $17K |
| Nova Wealth Management, Inc. | 0.01% | New | 217 | $16K |
| Team Financial Group, LLC | 0.01% | Reduce -21.1% | 210 | $15K |
| Hantz Financial Services, Inc. | 0.00% | New | 200 | $15K |
| Accordant Advisory Group Inc | 0.01% | New | 200 | $15K |
| FWL Investment Management, LLC | 0.00% | No change | 198 | $14K |
| Grand Wealth Management, LLC | 0.01% | No change | 191 | $14K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 190 | $14K |
| Birchwood Financial Partners, Inc. | 0.01% | — | 185 | $13K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +85.3% | 176 | $13K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -61.8% | 159 | $12K |
| Cedar Wealth Management, LLC | 0.00% | No change | 157 | $11K |
| Private Wealth Management Group, LLC | 0.00% | No change | 157 | $11K |
| Triumph Capital Management | 0.00% | New | 147 | $11K |
| Covestor Ltd | 0.01% | Add +79.5% | 131 | $10K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 137 | $10K |
| Raleigh Capital Management Inc. | 0.00% | Add +17.7% | 133 | $10K |
| TD Capital Management LLC | 0.00% | Add +2.4% | 129 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 124 | $9K |
| Proffitt & Goodson Inc. | 0.00% | No change | 123 | $9K |
| Chesapeake Asset Management LLC | 0.01% | No change | 117 | $9K |
| NorthAvenue LLC | 0.01% | — | 115 | $8K |
| GAMMA Investing LLC | 0.00% | No change | 114 | $8K |
| Tompkins Financial Corp. | 0.00% | No change | 112 | $8K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 103 | $8K |
| Balentine LLC | 0.00% | No change | 103 | $7K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 100 | $7K |
| Winch Advisory Services, LLC | 0.00% | Add +2.4% | 87 | $6K |
| Hurley Capital, LLC | 0.00% | No change | 84 | $6K |
| Operose Advisors LLC | 0.00% | Reduce -6.6% | 71 | $5K |
| DecisionPoint Financial, LLC | 0.00% | No change | 69 | $5K |
| Gilpin Wealth Management, LLC | 0.00% | — | 68 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 60 | $4K |
| Trust Co. of Toledo NA | 0.00% | No change | 58 | $4K |
| Kilter Group LLC | 0.00% | Reduce -92.1% | 54 | $4K |
| Kingdom Financial Group LLC. | 0.00% | New | 50 | $4K |
| Lummis Asset Management, LP | 0.00% | New | 49 | $4K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -56.8% | 48 | $3K |
| Ankerstar Wealth, LLC | 0.00% | — | 46 | $3K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 46 | $3K |
| Affinity Wealth LLC | 0.00% | New | 39 | $3K |
| Gladwyn Financial Advisors, Inc. | 0.00% | Add +2.7% | 38 | $3K |
| Center for Financial Planning, Inc. | 0.00% | New | 38 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 37 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 37 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -32.0% | 34 | $2K |
| Archer Investment Corp | 0.00% | No change | 32 | $2K |
| Alerus Financial NA | 0.00% | No change | 30 | $2K |
| Battery Global Advisors, LLC | 0.00% | Reduce -99.0% | 34 | $2K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 23 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 19 | $1K |
| ORG Partners LLC | 0.00% | No change | 10 | $726 |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -40.0% | 9 | $654 |
| Caitlin John, LLC | 0.00% | No change | 7 | $509 |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 6 | $437 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 6 | $436 |
| Signature Equity Partners, LLC | 0.00% | — | 6 | $432 |
| EPG Wealth Management LLC | 0.00% | No change | 4 | $291 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 4 | $291 |
"% 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.