iShares Core High Dividend EHDVETF
13F holders, Q1 2024 (March 31)714holders
2famous investors
$109.73avg. 13F price*
At the end of Q1 2024, 714 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings. The largest holders were Bank of America Corp. ($522.4M), Morgan Stanley ($341.8M) and Meiji Yasuda Life Insurance Co ($331.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Core High Dividend E
- CUSIP
- 46429B663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $17.2M |
| Exits | 54 | $54.8M |
Ownership 714 holders
| Bank of America Corp. | 0.05% | Reduce -2.7% | 4,739,683 | $522.4M |
| Morgan Stanley | 0.03% | Add +3.5% | 3,101,197 | $341.8M |
| Meiji Yasuda Life Insurance Co | 7.03% | Add +19.7% | 3,008,172 | $331.5M |
| LPL Financial LLC | 0.11% | Add +9.4% | 1,854,255 | $204.4M |
| UBS Group AG | 0.06% | Reduce -4.4% | 1,554,375 | $171.3M |
| Royal Bank of Canada | 0.04% | Reduce -3.2% | 1,391,084 | $153.3M |
| Wells Fargo & Company | 0.04% | Reduce -51.5% | 1,308,300 | $144.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -6.0% | 1,222,893 | $134.8M |
| Securian Asset Management, Inc. | 2.96% | Reduce -2.2% | 915,202 | $100.9M |
| Truist Financial Corp. | 0.13% | Reduce -5.0% | 800,095 | $88.2M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -2.4% | 793,501 | $87.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +5.8% | 743,806 | $82.0M |
| M&T Bank Corp | 0.27% | Reduce -21.4% | 712,425 | $78.5M |
| Janney Montgomery Scott LLC | 0.21% | Add +2.6% | 647,251 | $71.3M |
| FMR LLC | 0.00% | Add +2.4% | 529,750 | $58.4M |
| BlackRock Inc. | 0.00% | Add +25.0% | 527,228 | $58.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.8% | 490,112 | $54.1M |
| LBMC Investment Advisors, LLC | 4.58% | Reduce -0.3% | 479,389 | $52.8M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Reduce -5.0% | 469,258 | $51.7M |
| Osaic Holdings, Inc. | 0.09% | Reduce -11.5% | 366,447 | $40.4M |
| Townsend & Associates, Inc | 4.62% | Add +2.2% | 362,520 | $39.6M |
| Cetera Investment Advisers | 0.08% | Add +434.8% | 321,188 | $35.4M |
| Mariner, LLC | 0.07% | Reduce -5.6% | 299,835 | $33.0M |
| MML Investors Services, LLC | 0.13% | Add +9.4% | 295,636 | $32.6M |
| Thrivent Financial for Lutherans | 0.06% | Add +10.9% | 287,161 | $31.6M |
| Steward Partners Investment Advisory, LLC | 0.33% | Reduce -0.9% | 274,808 | $30.3M |
| CVS HEALTH Corp | 14.22% | No change | 273,110 | $30.1M |
| Raymond James & Associates | 0.02% | Reduce -4.5% | 270,143 | $29.8M |
| Regimen Wealth, LLC | 10.00% | Add +3.3% | 261,587 | $28.8M |
| Alliancebernstein L.P. | 0.01% | Add +9.0% | 250,498 | $27.6M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +3.9% | 246,489 | $27.2M |
| Wharton Business Group, LLC | 1.23% | Add +17.7% | 232,644 | $25.6M |
| Atria Wealth Solutions, Inc. | 0.28% | Reduce -1.7% | 221,612 | $24.4M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -2.4% | 208,766 | $23.0M |
| Comerica Bank | 0.10% | Reduce -2.4% | 207,747 | $22.9M |
| Creative Planning | 0.03% | Reduce -0.8% | 206,310 | $22.7M |
| BNP Paribas Financial Markets | 0.03% | Add +9716.9% | 206,154 | $22.7M |
| Waverly Advisors, LLC | 0.50% | Add +7.2% | 191,055 | $21.1M |
| Simmons Bank | 1.53% | Add +8.9% | 185,221 | $20.4M |
| DAVENPORT & Co LLC | 0.11% | Add +4833.4% | 165,613 | $18.3M |
| GDS Wealth Management | 2.13% | Reduce -15.5% | 165,101 | $18.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.94% | Reduce -1.2% | 161,703 | $17.8M |
| Stifel Financial Corp. | 0.02% | Reduce -22.3% | 157,288 | $17.3M |
| WNY Asset Management, LLC | 2.63% | Add +1.3% | 156,486 | $17.2M |
| VAUGHAN & Co SECURITIES, INC. | 10.89% | Add +3.1% | 155,183 | $17.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +6.4% | 141,155 | $15.6M |
| Kohmann Bosshard Financial Services, LLC | 2.15% | Add +0.6% | 140,370 | $15.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -1.6% | 139,823 | $15.4M |
| Sweeney & Michel, LLC | 6.71% | — | 136,949 | $15.2M |
| Beam Wealth Advisors, Inc. | 8.63% | Reduce -1.4% | 130,272 | $14.4M |
| HB Wealth Management, LLC | 0.18% | Add +0.6% | 128,653 | $14.2M |
| Orion Porfolio Solutions, LLC | 0.14% | Reduce -4.1% | 121,818 | $13.4M |
| Orion Portfolio Solutions, LLC | 0.14% | Reduce -4.1% | 121,818 | $13.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -12.0% | 120,959 | $13.3M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -0.8% | 120,005 | $13.2M |
| Private Advisor Group, LLC | 0.09% | Reduce -4.6% | 112,126 | $12.4M |
| Mercer Global Advisors Inc. | 0.03% | Add +0.0% | 109,395 | $12.1M |
| Avantax Advisory Services, Inc. | 0.11% | Add +1.9% | 107,611 | $11.9M |
| Kapstone Financial Advisors LLC | 7.74% | Reduce -0.7% | 103,189 | $11.4M |
| Global Strategic Investment Solutions, LLC | 1.32% | Add +0.2% | 102,286 | $11.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -5.8% | 102,163 | $11.3M |
| Captrust Financial Advisors | 0.04% | Reduce -4.8% | 98,197 | $10.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.7% | 96,527 | $10.6M |
| Graypoint LLC | 0.76% | Reduce -8.1% | 95,281 | $10.5M |
| Gunma Bank,Ltd. | 5.51% | Add +31.9% | 95,000 | $10.5M |
| Keystone Financial Planning, Inc. | 3.38% | Add +136.7% | 94,640 | $10.4M |
| Advisory Services Network, LLC | 0.23% | Add +397.3% | 92,948 | $10.2M |
| Lantz Financial LLC | 3.27% | Add +1.7% | 92,122 | $10.2M |
| Jones Financial Companies LLLP | 0.01% | Add +12.2% | 89,766 | $9.9M |
| NTV Asset Management LLC | 1.50% | Reduce -2.4% | 89,355 | $9.8M |
| NewEdge Advisors, LLC | 0.08% | Add +21.8% | 84,360 | $9.3M |
| Beaumont Financial Advisors, LLC | 0.76% | Reduce -0.5% | 83,758 | $9.2M |
| Foundry Financial Group, Inc. | 6.36% | Add +10.9% | 80,849 | $8.9M |
| Wealthspire Advisors, LLC | 0.12% | Reduce -2.6% | 80,784 | $8.9M |
| FAS Wealth Partners, Inc. | 0.78% | Add +14.3% | 79,375 | $8.7M |
| Atria Investments, Inc | 0.12% | Add +58.4% | 77,924 | $8.6M |
| Smithfield Trust Co | 0.44% | Reduce -0.2% | 75,663 | $8.3M |
| Regions Financial Corp. | 0.06% | Reduce -1.4% | 75,479 | $8.3M |
| Glenmede Trust Co. NA | 0.04% | Add +0.1% | 74,156 | $8.2M |
| Bank of Montreal | 0.00% | Add +3.4% | 73,820 | $8.1M |
| Michelson Medical Research Foundation, Inc. | 4.89% | No change | 73,240 | $8.1M |
| Gallagher Fiduciary Advisors, LLC | 0.27% | Add +10.9% | 70,270 | $7.7M |
| Financial Perspectives, Inc | 2.86% | Add +3.1% | 68,475 | $7.5M |
| Sowa Financial Group, Inc. | 6.14% | No change | 73,836 | $7.5M |
| Benedetti & Gucer, Inc. | 3.69% | Add +25.9% | 67,482 | $7.4M |
| Advus Financial Partners, LLC | 2.27% | Add +2.3% | 66,530 | $7.3M |
| Cwm, LLC | 0.03% | Reduce -3.2% | 61,040 | $6.7M |
| Phoenix Wealth Advisors | 3.98% | Reduce -15.0% | 59,339 | $6.5M |
| Franklin Resources Inc. | 0.00% | Reduce -2.0% | 59,132 | $6.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.2% | 58,982 | $6.5M |
| Cowa, LLC | 3.73% | Reduce -10.0% | 57,409 | $6.3M |
| Advisor OS, LLC | 0.67% | Add +6.8% | 52,681 | $5.8M |
| Lido Advisors, LLC | 0.05% | Reduce -3.6% | 52,260 | $5.8M |
| Level Four Advisory Services, LLC | 0.32% | No change | 56,366 | $5.7M |
| MJP Associates Inc. | 1.24% | Add +7.4% | 51,858 | $5.7M |
| Sigma Planning Corp | 0.18% | Add +169.7% | 50,559 | $5.6M |
| Kentucky Farm Bureau Mutual Insurance Co | 1.30% | No change | 50,000 | $5.5M |
| IFP Advisors, Inc | 0.23% | Reduce -58.8% | 48,215 | $5.3M |
| Janney Capital Management LLC | 0.35% | Reduce -1.6% | 47,694 | $5.3M |
| Forefront Analytics, LLC | 2.50% | Reduce -1.4% | 46,698 | $5.1M |
| Embree Financial Group | 0.98% | Reduce -7.8% | 45,267 | $5.0M |
| Renaissance Technologies | 0.01% | Add +1296.9% | 44,700 | $4.9M |
| Formidable Asset Management, LLC | 0.80% | Reduce -2.9% | 44,443 | $4.9M |
| Cerity Partners LLC | 0.01% | Add +4.5% | 42,796 | $4.7M |
| Global Retirement Partners, LLC | 0.17% | Add +15.7% | 42,272 | $4.7M |
| Summit Wealth Partners, LLC | 0.99% | Reduce -1.6% | 42,038 | $4.6M |
| Cibc World Market Inc. | 0.01% | Add +5.7% | 40,919 | $4.5M |
| Gray Private Wealth, LLC | 2.97% | — | 40,905 | $4.5M |
| Blair William & Co. | 0.01% | Reduce -0.2% | 40,883 | $4.5M |
| Houlihan Financial Resource Group, Ltd. | 2.01% | Reduce -1.6% | 40,686 | $4.5M |
| EWG Elevate Inc. | 1.62% | Add +3.8% | 38,698 | $4.3M |
| Scotia Capital Inc. | 0.03% | Reduce -1.2% | 38,618 | $4.3M |
| Maltin Wealth Management, Inc. | 2.38% | Add +3.4% | 38,360 | $4.2M |
| Brandywine Oak Private Wealth LLC | 0.44% | Reduce -1.0% | 38,030 | $4.2M |
| Essex Private Wealth Management, LLC | 11.66% | Add +0.1% | 37,349 | $4.1M |
| Chatham Capital Group, Inc. | 0.75% | Reduce -16.0% | 37,163 | $4.1M |
| Qube Research & Technologies Ltd | 0.01% | Add +15.5% | 36,774 | $4.1M |
| American State Bank (Iowa) | 2.70% | Add +3.5% | 36,527 | $4.0M |
| Shulman DeMeo Asset Management LLC | 1.06% | Reduce -3.3% | 36,229 | $4.0M |
| Old National Bancorp | 0.09% | Reduce -0.6% | 35,783 | $3.9M |
| Theory Financial LLC | 2.00% | Reduce -2.8% | 35,674 | $3.9M |
| StoneX Group Inc. | 0.35% | Add +1.2% | 35,125 | $3.9M |
| Independent Solutions Wealth Management, LLC | 0.90% | Add +5.1% | 34,339 | $3.8M |
| Flagship Harbor Advisors, LLC | 0.24% | Add +165.5% | 34,327 | $3.8M |
| Capital Advisors, Ltd. LLC | 0.49% | Reduce -0.6% | 34,098 | $3.8M |
| Wolff Financial Management LLC | 1.09% | Reduce -2.4% | 33,889 | $3.7M |
| American Financial & Tax Strategies Inc. | 1.99% | Add +0.1% | 33,566 | $3.7M |
| IHT Wealth Management, LLC | 0.15% | Reduce -0.4% | 33,171 | $3.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.70% | Reduce -3.5% | 32,674 | $3.6M |
| Cahill Financial Advisors Inc. | 0.49% | Reduce -2.2% | 32,536 | $3.6M |
| Summit Financial Group, Inc. | 1.27% | Add +2.5% | 32,455 | $3.6M |
| Jefferies Financial Group Inc. | 0.08% | Add +5.8% | 31,768 | $3.5M |
| Connecticut Wealth Management, LLC | 0.18% | Reduce -5.2% | 31,160 | $3.4M |
| Sunbelt Securities, Inc. | 0.38% | Add +10.6% | 31,148 | $3.4M |
| AE Wealth Management LLC | 0.04% | Reduce -70.3% | 30,038 | $3.3M |
| Bernardo Wealth Planning LLC | 0.91% | Reduce -9.9% | 29,708 | $3.3M |
| Allen Investment Management, LLC | 0.04% | No change | 29,195 | $3.2M |
| KFA Private Wealth Group, LLC | 0.99% | Reduce -32.1% | 28,921 | $3.2M |
| Northeast Financial Consultants Inc | 0.16% | No change | 28,697 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.16% | Reduce -1.6% | 28,317 | $3.1M |
| Cooper Financial Group | 0.51% | Reduce -21.8% | 28,080 | $3.1M |
| Strategic Family Wealth Counselors, L.L.C. | 1.22% | Add +2.3% | 27,930 | $3.1M |
| Teamwork Financial Advisors, LLC | 0.47% | Reduce -5.9% | 27,712 | $3.1M |
| Morton Brown Family Wealth, LLC | 1.25% | Reduce -5.4% | 27,396 | $3.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -5.4% | 27,348 | $3.0M |
| Summit X, LLC | 0.77% | Add +230.4% | 27,232 | $3.0M |
| Equitable Holdings, Inc. | 0.03% | Reduce -18.4% | 27,084 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Add +44.4% | 26,836 | $3.0M |
| CRA Financial Services, LLC | 0.64% | Reduce -0.3% | 26,687 | $2.9M |
| KOM Wealth Management Group, LLC | 2.86% | Reduce -72.5% | 26,401 | $2.9M |
| Frisch Financial Group, Inc. | 0.96% | Add +3.6% | 26,135 | $2.9M |
| Mayflower Financial Advisors, LLC | 0.48% | Reduce -1.7% | 25,943 | $2.9M |
| FC Advisory LLC | 1.01% | Add +4.8% | 24,800 | $2.7M |
| Patton Albertson Miller Group, LLC | 0.40% | Reduce -62.3% | 24,483 | $2.7M |
| Jackson Wealth Management, LLC | 0.33% | New | 24,175 | $2.7M |
| Auto-Owners Insurance Co | 0.07% | No change | 23,800 | $2.6M |
| Sowell Financial Services LLC | 0.12% | Reduce -16.8% | 23,771 | $2.6M |
| WCG Wealth Advisors LLC | 0.22% | Reduce -0.2% | 23,743 | $2.6M |
| Allworth Financial LP | 0.02% | Add +0.5% | 23,695 | $2.6M |
| National Bank of Canada | 0.00% | Add +75.4% | 23,504 | $2.6M |
| IFG Advisory, LLC | 0.19% | Add +10.4% | 23,419 | $2.6M |
| Arkadios Wealth Advisors | 0.20% | Add +14.5% | 23,310 | $2.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +2.2% | 22,878 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Add +2.0% | 22,648 | $2.5M |
| Lane & Associates LLC | 1.56% | Add +2.4% | 22,550 | $2.5M |
| Principal Securities, Inc. | 0.08% | Reduce -2.8% | 22,520 | $2.5M |
| Regal Investment Advisors LLC | 0.17% | Reduce -0.8% | 22,428 | $2.5M |
| Provenance Wealth Advisors, LLC | 0.34% | Add +12.0% | 21,943 | $2.4M |
| Godsey & Gibb, Inc. | 0.25% | Add +4.3% | 21,822 | $2.4M |
| Baker Tilly Wealth Management, LLC | 0.43% | Add +3.0% | 21,555 | $2.4M |
| Cora Capital Advisors LLC | 1.26% | Add +4.5% | 21,431 | $2.4M |
| Klingman & Associates, LLC | 0.17% | Reduce -2.3% | 21,331 | $2.4M |
| High Net Worth Advisory Group LLC | 0.73% | Add +0.1% | 21,106 | $2.3M |
| Ellis Investment Partners, LLC | 0.51% | Add +13.1% | 21,085 | $2.3M |
| Nottingham Advisors, Inc. | 0.28% | Add +1.5% | 27,416 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -0.3% | 20,664 | $2.3M |
| TruNorth Capital Management, LLC | 0.78% | — | 20,479 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -16.4% | 19,925 | $2.2M |
| Shira Ridge Wealth Management | 1.23% | Reduce -49.1% | 19,527 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Add +18.6% | 19,448 | $2.1M |
| Wealth Management Associates, Inc. | 1.00% | Reduce -1.8% | 19,613 | $2.1M |
| Accordant Advisory Group Inc | 1.57% | — | 19,032 | $2.1M |
| Choreo, LLC | 0.05% | Reduce -0.8% | 18,733 | $2.1M |
| Lincoln National Corp. | 0.03% | Add +1.5% | 18,581 | $2.0M |
| HFG Advisors, Inc. | 1.81% | Add +3.0% | 18,564 | $2.0M |
| Fifth Third Securities, Inc. | 0.20% | Reduce -8.3% | 18,532 | $2.0M |
| Eagle Strategies LLC | 0.45% | Add +356.2% | 18,498 | $2.0M |
| Investment Advisory Group, LLC | 0.84% | Add +0.4% | 18,353 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Reduce -3.0% | 18,020 | $2.0M |
| Stephens Inc. | 0.03% | Reduce -19.7% | 17,838 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Reduce -38.8% | 17,831 | $2.0M |
| Moloney Securities Asset Management, LLC | 0.30% | Add +0.3% | 17,765 | $2.0M |
| GSG Advisors LLC | 0.71% | Add +5.0% | 17,585 | $1.9M |
| Transcend Capital Advisors, LLC | 0.15% | No change | 17,450 | $1.9M |
| Atlas Private Wealth Advisors | 0.64% | Reduce -34.6% | 17,400 | $1.9M |
| Raelipskie Partnership | 1.08% | Add +1.7% | 17,260 | $1.9M |
| Bessemer Group Inc. | 0.00% | No change | 17,229 | $1.9M |
| Western Wealth Management, LLC | 0.15% | Reduce -0.8% | 17,128 | $1.9M |
| SOA Wealth Advisors, LLC. | 0.39% | Reduce -2.6% | 16,961 | $1.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.06% | Reduce -9.8% | 16,780 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.1% | 16,764 | $1.8M |
| Tidal Investments LLC | 0.03% | New | 16,764 | $1.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -8.3% | 16,503 | $1.8M |
| &partners | 0.25% | Add +10.3% | 16,501 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -5.0% | 16,455 | $1.8M |
| Straight Path Wealth Management | 1.02% | Add +0.8% | 16,422 | $1.8M |
| Woodstock Corp. | 0.18% | No change | 16,180 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +12.6% | 16,140 | $1.8M |
| Ancora Advisors LLC | 0.04% | Add +0.9% | 16,109 | $1.8M |
| Valeo Financial Advisors, LLC | 0.06% | Add +7.7% | 169,679 | $1.8M |
| AMG National Trust Bank | 0.05% | Add +2.2% | 15,949 | $1.8M |
| Strategic Financial Concepts, LLC | 0.42% | Add +32.1% | 15,916 | $1.8M |
| Onyx Bridge Wealth Group LLC | 0.31% | Add +0.1% | 16,066 | $1.7M |
| Walkner Condon Financial Advisors LLC | 0.37% | Reduce -6.3% | 15,627 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -12.0% | 15,570 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.2% | 15,481 | $1.7M |
| RDA Financial Network | 0.57% | Reduce -0.2% | 15,058 | $1.7M |
| ProVise Management Group, LLC | 0.14% | Reduce -19.8% | 14,998 | $1.7M |
| Aft, Forsyth & Company, Inc. | 0.94% | Add +1.3% | 14,916 | $1.6M |
| Court Place Advisors, LLC | 0.53% | Reduce -2.6% | 14,869 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +35.7% | 16,351 | $1.6M |
| Jaffetilchin Investment Partners, LLC | 0.14% | Add +3.3% | 14,548 | $1.6M |
| Goldstone Financial Group, LLC | 0.36% | Add +6.3% | 14,377 | $1.6M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -5.4% | 14,261 | $1.6M |
| Concord Wealth Partners | 0.28% | Add +7.3% | 14,163 | $1.6M |
| US Bancorp \de | 0.00% | Add +1.4% | 14,127 | $1.6M |
| ICA Group Wealth Management, LLC | 0.31% | Reduce -37.1% | 14,065 | $1.6M |
| Ridgecrest Wealth Partners, LLC | 0.92% | No change | 13,985 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -6.3% | 13,962 | $1.5M |
| Synovus Financial Corp. | 0.02% | Add +3.4% | 13,794 | $1.5M |
| NCM Capital Management, LLC | 0.84% | Add +0.0% | 13,631 | $1.5M |
| Ironwood Financial, llc | 0.34% | Reduce -2.8% | 13,606 | $1.5M |
| Jackson, Grant Investment Advisers, Inc. | 0.61% | Add +0.6% | 13,502 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.12% | No change | 13,489 | $1.5M |
| Financial Advocates Investment Management | 0.09% | Reduce -0.3% | 13,363 | $1.5M |
| Intrepid Financial Planning Group LLC | 0.63% | Reduce -14.7% | 13,168 | $1.5M |
| Madden Advisory Services, Inc. | 0.76% | Reduce -7.8% | 13,147 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -72.0% | 12,184 | $1.4M |
| Parallel Advisors, LLC | 0.04% | Add +1.5% | 13,098 | $1.4M |
| Harbor Investment Advisory, LLC | 0.15% | Add +0.2% | 13,093 | $1.4M |
| Platte River Wealth Advisors, LLC | 0.41% | Add +1.0% | 12,968 | $1.4M |
| Argent Trust Co | 0.06% | Reduce -0.2% | 12,873 | $1.4M |
| Realta Investment Advisors | 0.29% | Reduce -10.8% | 12,644 | $1.4M |
| 180 Wealth Advisors, LLC | 0.25% | Add +1.2% | 12,518 | $1.4M |
| Quadcap Wealth Management, LLC | 0.31% | Reduce -0.2% | 12,335 | $1.4M |
| Krilogy Financial LLC | 0.10% | Add +1.9% | 12,308 | $1.4M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 12,205 | $1.3M |
| Rehmann Capital Advisory Group | 0.10% | Add +0.1% | 12,146 | $1.3M |
| CoreCap Advisors, LLC | 0.07% | Add +1.5% | 12,141 | $1.3M |
| Fiduciary Group, LLC | 0.15% | Add +1.4% | 12,127 | $1.3M |
| Red Door Wealth Management, LLC | 0.26% | No change | 12,000 | $1.3M |
| D'Orazio & Associates, Inc. | 0.21% | Reduce -4.8% | 11,850 | $1.3M |
| MV Capital Management, Inc. | 0.15% | Reduce -2.9% | 11,849 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.22% | Add +0.6% | 11,789 | $1.3M |
| Cornerstone Advisors Asset Management, LLC | 0.45% | Add +0.7% | 11,680 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -1.9% | 11,641 | $1.3M |
| Eudaimonia Advisors LLC | 0.68% | Reduce -4.8% | 11,574 | $1.3M |
| Raymond James Trust N.A. | 0.03% | Reduce -7.5% | 11,551 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -74.3% | 11,532 | $1.3M |
| Virtue Capital Management, LLC | 0.23% | New | 11,699 | $1.3M |
| Pettyjohn, Wood & White, Inc. | 0.25% | Reduce -4.3% | 11,434 | $1.3M |
| Rakuten Investment Management, Inc. | 0.01% | Reduce -5.1% | 11,239 | $1.2M |
| Wellspring Financial Advisors, LLC | 0.19% | Add +0.8% | 11,158 | $1.2M |
| Biondo Investment Advisors, LLC | 0.19% | Add +9.5% | 11,108 | $1.2M |
| Arax Advisory Partners | 0.13% | Reduce -0.7% | 11,106 | $1.2M |
| Parsons Capital Management Inc. | 0.08% | Reduce -1.5% | 11,060 | $1.2M |
| Collaborative Wealth Managment Inc. | 0.60% | Reduce -4.3% | 10,877 | $1.2M |
| RFG Advisory, LLC | 0.04% | Reduce -28.5% | 10,691 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Add +4.7% | 10,582 | $1.2M |
| Lion Street Advisors, LLC | 0.47% | No change | 11,400 | $1.2M |
| Clifford Swan Investment Counsel LLC | 0.04% | No change | 10,523 | $1.2M |
| Hohimer Wealth Management, LLC | 0.27% | Reduce -2.7% | 10,465 | $1.2M |
| Element Wealth, LLC | 0.67% | Add +1.4% | 10,381 | $1.1M |
| Litman Gregory Wealth Management LLC | 0.10% | No change | 10,355 | $1.1M |
| NBT Bank, N.A. | 0.08% | Reduce -2.4% | 10,323 | $1.1M |
| Howe & Rusling Inc. | 0.11% | Reduce -26.2% | 10,162 | $1.1M |
| Prudential Financial Inc. | 0.00% | Reduce -13.7% | 10,047 | $1.1M |
| Avestar Capital, LLC | 0.13% | No change | 10,000 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +21.1% | 9,975 | $1.1M |
| Armstrong Advisory Group, Inc. | 0.11% | No change | 10,704 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -20.6% | 9,878 | $1.1M |
| Csenge Advisory Group | 0.06% | Add +21.3% | 9,857 | $1.1M |
| Cedar Brook Financial Partners, LLC | 0.21% | Add +0.3% | 9,840 | $1.1M |
| Lazard Asset Management LLC | 0.00% | No change | 9,841 | $1.1M |
| Weaver Consulting Group | 0.40% | Add +0.2% | 9,791 | $1.1M |
| JSF Financial, LLC | 0.33% | Add +0.8% | 9,663 | $1.1M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -9.9% | 9,653 | $1.1M |
| White Pine Capital LLC | 0.40% | Add +3.8% | 9,823 | $1.1M |
| Cornell Pochily Investment Advisors, Inc. | 0.42% | Reduce -1.4% | 9,613 | $1.1M |
| Kovack Advisors, Inc. | 0.13% | Add +8.3% | 9,611 | $1.1M |
| Beacon Bank & Trust | 0.26% | Reduce -27.1% | 9,551 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.07% | Reduce -7.5% | 9,521 | $1.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.43% | No change | 9,384 | $1.0M |
| First National Corp. /Ma/ | 0.25% | No change | 10,082 | $1.0M |
| Alpha Financial Partners LLC | 0.93% | Reduce -18.5% | 9,306 | $1.0M |
| Wedbush Securities Inc. | 0.04% | Reduce -5.6% | 9,233 | $1.0M |
| Anchor Investment Management, LLC | 0.11% | Add +6.3% | 9,206 | $1.0M |
| Mosaic Family Wealth Partners, LLC | 0.17% | Add +2.6% | 9,160 | $1.0M |
| Archer Investment Corp | 0.30% | Add +1.7% | 9,103 | $1.0M |
| Sax Wealth Advisors, LLC | 0.12% | No change | 9,101 | $1.0M |
| Independent Financial Group, LLC | 0.05% | Add +5.3% | 8,909 | $982K |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 8,844 | $975K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.3% | 8,836 | $974K |
| Collective Family Office LLC | 0.31% | Reduce -6.7% | 8,765 | $966K |
| FinTrust Capital Advisors, LLC | 0.19% | Add +0.0% | 8,743 | $964K |
| Claro Advisors Inc. | 0.16% | Add +1.8% | 8,435 | $930K |
| Sunesis Advisors, LLC | 0.54% | New | 8,383 | $924K |
| Northern Trust Corp. | 0.00% | Reduce -13.7% | 8,365 | $922K |
| Summit Investment Advisory Services, LLC | 0.55% | Reduce -1.3% | 8,355 | $921K |
| Merit Financial Group, LLC | 0.02% | Reduce -19.0% | 8,499 | $920K |
| Apollon Financial, LLC | 0.32% | Reduce -1.5% | 8,340 | $919K |
| Sound View Wealth Advisors Group, LLC | 0.10% | Reduce -16.6% | 8,227 | $907K |
| Caldwell Trust Co | 0.10% | Reduce -8.3% | 8,168 | $900K |
| Prospera Financial Services Inc | 0.03% | Add +13.9% | 8,150 | $899K |
| Van Hulzen Asset Management, LLC | 0.06% | Reduce -12.1% | 8,069 | $889K |
| Sage Financial Group Inc. | 0.08% | No change | 8,021 | $884K |
| Northwest Bancshares, Inc. | 0.14% | Reduce -1.2% | 7,991 | $881K |
| Brown Advisory Inc. | 0.00% | Reduce -13.1% | 7,932 | $874K |
| Romano Brothers and Company | 0.12% | Add +5.3% | 7,930 | $874K |
| Park Avenue Securities LLC | 0.01% | Add +15.0% | 7,855 | $866K |
| Tacita Capital Inc | 0.60% | Reduce -1.4% | 7,840 | $864K |
| Harbour Investments, Inc. | 0.03% | Add +4.7% | 7,796 | $859K |
| Talisman Wealth Advisors LLC | 1.04% | Add +0.3% | 7,519 | $829K |
| Financial Counselors Inc. | 0.01% | Reduce -14.6% | 7,513 | $828K |
| Amplius Wealth Advisors, LLC | 0.09% | Reduce -11.8% | 7,455 | $822K |
| Prudential PLC | 0.01% | New | 7,429 | $819K |
| First Heartland Consultants, Inc. | 0.08% | Add +0.9% | 7,372 | $813K |
| Cresta Advisors, Ltd. | 0.50% | Reduce -0.5% | 7,194 | $793K |
| Integrated Advisors Network LLC | 0.04% | Reduce -3.9% | 7,098 | $782K |
| Gateway Wealth Partners, LLC | 0.28% | Add +0.3% | 7,074 | $780K |
| JB Capital LLC | 0.05% | Reduce -27.4% | 7,067 | $779K |
| Soltis Investment Advisors LLC | 0.09% | Reduce -5.8% | 6,973 | $768K |
| Investment Partners, LTD. | 0.34% | Add +0.3% | 6,848 | $755K |
| SouthState Bank Corp | 0.06% | Reduce -26.6% | 6,779 | $747K |
| Patten Group, Inc. | 0.18% | Add +3.6% | 6,735 | $742K |
| PFG Investments, LLC | 0.04% | New | 6,715 | $740K |
| Patten & Patten Inc. | 0.05% | Reduce -31.9% | 6,505 | $717K |
| MAI Capital Management | 0.01% | Add +12.8% | 6,438 | $710K |
| Philadelphia Trust Co. | 0.06% | No change | 6,417 | $707K |
| Jacobi Capital Management LLC | 0.07% | Reduce -2.3% | 6,385 | $704K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -6.3% | 6,349 | $700K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 6,340 | $699K |
| Inspirion Wealth Advisors, LLC | 0.12% | Add +0.2% | 6,335 | $698K |
| 1900 Wealth Management LLC | 0.06% | Reduce -8.8% | 6,313 | $696K |
| Asset Dedication, LLC | 0.05% | Reduce -1.8% | 6,247 | $690K |
| Private Trust Co. NA | 0.07% | Add +0.3% | 6,255 | $689K |
| Relative Value Partners Group, LLC | 0.04% | No change | 6,636 | $687K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -4.4% | 6,221 | $686K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -0.2% | 6,205 | $684K |
| Citigroup Inc. | 0.00% | Add +4.6% | 5,994 | $660K |
| Syntax Research, Inc. | 0.50% | Add +0.5% | 5,984 | $660K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -7.7% | 5,973 | $658K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +34.0% | 5,832 | $643K |
| Flagstar Securities, Inc. | 0.18% | Reduce -11.5% | 5,821 | $642K |
| Fiera Capital Corp | 0.00% | Reduce -92.5% | 5,789 | $638K |
| Inscription Capital, LLC | 0.10% | Add +170.9% | 5,764 | $635K |
| LongView Wealth Management | 0.25% | No change | 5,713 | $630K |
| Money Concepts Capital Corp. | 0.06% | Add +7.5% | 5,694 | $628K |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.3% | 5,702 | $627K |
| Pursue Wealth Partners LLC | 0.37% | No change | 5,666 | $624K |
| Steel Grove Capital Advisors, LLC | 0.08% | Reduce -93.2% | 5,641 | $622K |
| Sugarloaf Wealth Management, LLC | 0.13% | No change | 5,637 | $621K |
| Investment Partners Asset Management, Inc. | 0.55% | No change | 5,514 | $608K |
| Spire Wealth Management | 0.01% | Reduce -1.4% | 5,503 | $607K |
| LGL Partners, LLC | 0.10% | Reduce -0.0% | 5,487 | $605K |
| Tectonic Advisors LLC | 0.05% | Reduce -0.3% | 5,487 | $605K |
| Chapin Davis, Inc. | 0.22% | New | 5,486 | $605K |
| Destination Wealth Management | 0.02% | Reduce -2.1% | 5,431 | $599K |
| Black Diamond Financial, LLC | 0.16% | No change | 5,865 | $598K |
| Pps&v Asset Management Consultants, Inc. | 0.43% | Add +0.2% | 5,319 | $586K |
| Gray Wealth Management Inc. | 0.26% | No change | 5,290 | $583K |
| Creekmur Asset Management LLC | 0.20% | Reduce -5.2% | 5,290 | $583K |
| Focus Financial Network, Inc. | 0.03% | — | 5,424 | $579K |
| Vantage Financial Partners, LLC | 0.16% | Add +5.6% | 5,249 | $578K |
| Savant Capital, LLC | 0.01% | Reduce -9.3% | 5,247 | $578K |
| Wesbanco Bank Inc. | 0.02% | Add +3.3% | 5,204 | $574K |
| Merriman Wealth Management, LLC | 0.03% | No change | 5,200 | $573K |
| NorthRock Partners, LLC | 0.02% | Add +30.5% | 5,200 | $573K |
| Christensen, King & Associates Investment Services, Inc. | 0.28% | Add +0.3% | 5,169 | $570K |
| Townsquare Capital LLC | 0.01% | Add +52.7% | 5,101 | $562K |
| Independent Wealth Network Inc. | 0.26% | Reduce -47.3% | 5,073 | $559K |
| Zega Financial, LLC | 0.24% | Add +0.8% | 5,039 | $555K |
| First Manhattan Co. Llc. | 0.00% | No change | 5,037 | $555K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,990 | $550K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 4,979 | $549K |
| D. E. Shaw & Co. | 0.00% | Reduce -58.6% | 4,964 | $547K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -41.8% | 4,943 | $545K |
| Compound Planning, Inc. | 0.05% | Add +2.9% | 4,942 | $545K |
| BCS Wealth Management | 0.17% | Reduce -1.7% | 4,930 | $543K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -23.4% | 4,922 | $542K |
| Abundance Wealth Counselors | 0.12% | Reduce -77.7% | 4,866 | $536K |
| Mission Creek Capital Partners, Inc. | 0.14% | Add +0.2% | 4,848 | $534K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +26.6% | 4,844 | $534K |
| Albion Financial Group | 0.04% | Reduce -55.8% | 4,791 | $528K |
| Richwood Investment Advisors, LLC | 0.47% | No change | 4,788 | $528K |
| Focus Partners Wealth | 0.00% | Reduce -72.0% | 4,774 | $526K |
| Alpha Omega Wealth Management LLC | 0.10% | Reduce -6.0% | 4,720 | $520K |
| Capital Advisors Wealth Management, LLC | 0.11% | Reduce -12.5% | 4,674 | $515K |
| Sovereign Financial Group, Inc. | 0.14% | Add +2.6% | 4,664 | $514K |
| Bluespring Wealth Management, LLC | 0.06% | No change | 4,611 | $508K |
| Pension & Wealth Management Advisors, Inc. | 0.33% | Add +45.3% | 4,558 | $502K |
| Calamos Wealth Management LLC | 0.03% | Add +11.6% | 4,467 | $492K |
| Mgo One Seven LLC | 0.03% | Reduce -19.2% | 4,439 | $489K |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -8.2% | 4,406 | $486K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +74.0% | 4,398 | $485K |
| Wolverine Trading, LLC | 0.00% | New | 4,380 | $483K |
| Tennessee Valley Asset Management Partners | 0.11% | Add +0.5% | 4,258 | $469K |
| MCF Advisors LLC | 0.04% | No change | 4,248 | $468K |
| Advisors Capital Management, LLC | 0.01% | Reduce -15.9% | 4,232 | $466K |
| Pacific Sun Financial Corp | 0.27% | Reduce -2.3% | 4,219 | $465K |
| Operose Advisors LLC | 0.16% | Add +0.8% | 4,206 | $463K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +7.1% | 4,194 | $462K |
| Eley Financial Management, Inc | 0.20% | Reduce -1.2% | 4,189 | $462K |
| Greytown Advisors Inc. | 0.26% | Add +41.2% | 4,166 | $459K |
| CGN Advisors LLC | 0.06% | No change | 4,159 | $458K |
| Wealth Alliance, LLC | 0.06% | New | 4,142 | $456K |
| TrinityPoint Wealth, LLC | 0.07% | Reduce -4.1% | 4,085 | $450K |
| PBMares Wealth Management LLC | 0.12% | Add +0.5% | 4,073 | $449K |
| Trust Point Inc. | 0.04% | No change | 4,068 | $448K |
| Hengehold Capital Management LLC | 0.05% | Reduce -32.1% | 4,066 | $448K |
| Naples Global Advisors, LLC | 0.05% | Add +1.9% | 4,017 | $443K |
| Meridian Management Co. | 0.12% | No change | 4,000 | $441K |
| Roman Butler Fullerton & Co. | 0.17% | Reduce -19.7% | 4,057 | $441K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.1% | 3,986 | $439K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -11.7% | 3,985 | $439K |
| Flow Traders U.S. LLC | 0.02% | Reduce -79.4% | 3,970 | $438K |
| Fort Sheridan Advisors LLC | 0.08% | Add +0.4% | 3,961 | $437K |
| ARS Wealth Advisors Group, LLC | 0.06% | Add +21.3% | 3,957 | $436K |
| Capital Investment Advisors, LLC | 0.01% | Add +15.2% | 3,940 | $434K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -7.2% | 3,982 | $431K |
| Summit Wealth & Retirement Planning, Inc. | 0.15% | Reduce -21.9% | 3,898 | $430K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -4.0% | 3,888 | $428K |
| GYL Financial Synergies, LLC | 0.03% | No change | 3,860 | $425K |
| Madison Wealth Partners, Inc | 0.15% | Add +4.0% | 3,850 | $424K |
| Brooks, Moore & Associates, Inc. | 0.27% | Add +49.1% | 3,841 | $423K |
| Brookstone Capital Management | 0.01% | Add +0.7% | 3,829 | $422K |
| Coldstream Capital Management Inc. | 0.01% | Add +18.7% | 3,779 | $416K |
| Zullo Investment Group, Inc. | 0.19% | No change | 3,750 | $413K |
| Trust Co | 0.05% | No change | 3,685 | $406K |
| Tsfg, LLC | 0.10% | Reduce -2.7% | 3,666 | $404K |
| Firestone Capital Management | 0.11% | No change | 3,600 | $397K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +45.0% | 3,586 | $395K |
| Perigon Wealth Management, LLC | 0.01% | Add +27.6% | 3,557 | $392K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.7% | 3,588 | $392K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -14.1% | 3,536 | $390K |
| Clearstead Advisors, LLC | 0.02% | Reduce -1.5% | 3,509 | $388K |
| Sykon Capital LLC | 0.14% | Add +15.9% | 3,501 | $386K |
| Concorde Asset Management, LLC | 0.26% | No change | 3,500 | $386K |
| GTS Securities LLC | 0.01% | New | 3,497 | $385K |
| Greenline Partners, LLC | 0.06% | No change | 3,496 | $385K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -0.3% | 3,491 | $384K |
| Cypress Wealth Services, LLC | 0.09% | Reduce -14.1% | 3,475 | $383K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +4.3% | 3,466 | $382K |
| Kitching Partners, LLC | 0.72% | Add +0.8% | 3,457 | $381K |
| WBH Advisory Inc. | 0.04% | Add +0.2% | 3,454 | $381K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 3,448 | $380K |
| CVA Family Office, LLC | 0.07% | Reduce -35.5% | 3,413 | $376K |
| Smith, Moore & Co. | 0.04% | Add +0.1% | 3,386 | $373K |
| Capital Analysts, LLC | 0.02% | No change | 3,381 | $373K |
| Hanover Advisors Inc. | 0.15% | No change | 3,350 | $369K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.4% | 3,323 | $366K |
| Waterloo Capital, L.P. | 0.05% | Reduce -6.3% | 3,263 | $360K |
| Quantinno Capital Management LP | 0.01% | No change | 3,226 | $356K |
| Perennial Investment Advisors, LLC | 0.05% | Add +10.1% | 3,226 | $356K |
| Vicus Capital | 0.03% | Reduce -25.6% | 3,215 | $354K |
| Interchange Capital Partners, LLC | 0.24% | Add +3.7% | 3,214 | $354K |
| JFS Wealth Advisors, LLC | 0.03% | Add +0.4% | 3,205 | $353K |
| Atwater Malick LLC | 0.12% | No change | 3,203 | $353K |
| TNF LLC | 0.14% | Reduce -3.7% | 3,209 | $352K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 3,182 | $351K |
| Carmichael Hill & Associates, Inc. | 0.14% | Add +0.1% | 3,119 | $344K |
| KMG Fiduciary Partners, LLC | 0.04% | Reduce -3.0% | 3,110 | $343K |
| Visionary Wealth Advisors | 0.02% | Add +12.3% | 3,108 | $343K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -10.6% | 3,097 | $341K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -6.8% | 3,071 | $338K |
| Wealthstar Advisors, LLC | 0.12% | Add +10.0% | 3,070 | $338K |
| New England Private Wealth Advisors LLC | 0.06% | Reduce -0.0% | 3,077 | $338K |
| Hartline Investment Corp./ | 0.06% | New | 3,068 | $338K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +0.6% | 3,068 | $338K |
| Fermata Advisors, LLC | 0.08% | Reduce -42.5% | 3,067 | $338K |
| Magnolia Capital Advisors LLC | 0.28% | Add +2.8% | 3,128 | $338K |
| Human Investing LLC | 0.07% | Add +0.3% | 3,047 | $336K |
| Citizens National Bank Trust Department | 0.08% | No change | 3,025 | $333K |
| Ascent Group, LLC | 0.03% | Reduce -5.3% | 3,014 | $332K |
| Family Capital Trust Co | 0.11% | No change | 3,000 | $331K |
| Latitude Advisors, LLC | 0.20% | Add +0.2% | 2,967 | $327K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.4% | 2,965 | $327K |
| Barrett & Company, Inc. | 0.15% | Add +0.3% | 2,936 | $324K |
| Monterey Private Wealth, Inc. | 0.13% | Add +0.2% | 2,930 | $323K |
| Means Investment Co., Inc. | 0.04% | Reduce -12.3% | 2,912 | $321K |
| Gen-Wealth Partners Inc | 0.16% | — | 2,904 | $320K |
| SOL Capital Management CO | 0.04% | No change | 2,900 | $320K |
| David J Yvars Group | 0.22% | Reduce -0.2% | 2,895 | $319K |
| HCR Wealth Advisors | 0.05% | Reduce -25.7% | 2,885 | $318K |
| Vertex Planning Partners, LLC | 0.09% | Reduce -0.8% | 2,859 | $315K |
| WealthShield Partners, LLC | 0.05% | Reduce -50.2% | 2,852 | $314K |
| CFM Wealth Partners LLC | 0.06% | Reduce -32.2% | 2,836 | $313K |
| New Republic Capital, LLC | 0.20% | Reduce -19.2% | 2,820 | $311K |
| Hilltop Holdings Inc. | 0.03% | Reduce -4.4% | 2,795 | $308K |
| Sandy Cove Advisors, LLC | 0.14% | New | 2,794 | $308K |
| Whittier Trust Co. | 0.00% | No change | 2,775 | $306K |
| Mission Wealth Management, LP | 0.01% | Reduce -8.7% | 2,755 | $304K |
| Penobscot Investment Management Company, Inc. | 0.03% | New | 2,734 | $301K |
| Birchcreek Wealth Management, LLC | 0.16% | Add +11.2% | 2,731 | $301K |
| CreativeOne Wealth, LLC | 0.01% | Add +8.9% | 2,732 | $301K |
| Fernwood Investment Management, LLC | 0.09% | No change | 2,701 | $298K |
| NWF Advisory Services Inc. | 0.05% | Add +8.0% | 2,699 | $297K |
| Continuum Advisory, LLC | 0.04% | Reduce -10.3% | 2,680 | $295K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Add +34.5% | 2,671 | $294K |
| Lowe Wealth Advisors, LLC | 0.14% | Reduce -0.9% | 2,654 | $292K |
| Wambolt & Associates, LLC | 0.09% | Reduce -37.7% | 2,656 | $292K |
| TrueWealth Advisors, LLC | 0.11% | No change | 2,643 | $291K |
| Zions Bancorporation, N.A. | 0.02% | Reduce -84.8% | 2,615 | $288K |
| Uptick Partners, LLC | 0.22% | Add +1.6% | 2,603 | $287K |
| WealthBridge Capital Management, LLC | 0.10% | Add +0.2% | 2,589 | $285K |
| Sfmg, LLC | 0.02% | Add +0.2% | 2,581 | $284K |
| Valued Retirements, Inc. | 0.45% | Add +0.1% | 2,560 | $282K |
| Financial Insights, Inc. | 0.08% | No change | 2,527 | $279K |
| Everpar Advisors LLC | 0.17% | Reduce -50.2% | 2,518 | $278K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 2,515 | $277K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -17.5% | 2,500 | $276K |
| BBR Partners, LLC | 0.02% | New | 2,443 | $269K |
| Consilio Wealth Advisors, LLC | 0.13% | Reduce -13.9% | 2,435 | $268K |
| HBW Advisory Services LLC | 0.05% | No change | 2,624 | $268K |
| Lodestar Private Asset Management LLC | 0.04% | Add +0.8% | 2,423 | $267K |
| Glen Eagle Advisors, LLC | 0.05% | Add +160.9% | 2,419 | $267K |
| Hoylecohen, LLC | 0.02% | No change | 2,405 | $265K |
| Resurgent Financial Advisors LLC | 0.14% | Add +60.0% | 2,404 | $265K |
| Wintrust Investments LLC | 0.02% | Add +15.1% | 2,391 | $263K |
| Sterling Investment Advisors LLC | 0.15% | No change | 2,365 | $261K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.2% | 2,360 | $260K |
| Kellett Wealth Advisors, LLC | 0.18% | Reduce -16.4% | 2,348 | $259K |
| Aspiriant, LLC | 0.01% | No change | 2,314 | $255K |
| Hixon Zuercher, LLC | 0.11% | Add +1.1% | 2,294 | $253K |
| Investmark Advisory Group LLC | 0.14% | Add +0.0% | 2,281 | $251K |
| Pettinga Financial Advisors LLC | 0.06% | Reduce -7.9% | 2,280 | $251K |
| Able Wealth Management LLC | 0.22% | Reduce -21.3% | 2,258 | $249K |
| Client 1ST Advisory Group, LLC | 0.11% | Reduce -9.3% | 2,251 | $248K |
| 1834 Investment Advisors Co. | 0.03% | Reduce -5.5% | 2,238 | $247K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -12.2% | 2,240 | $246K |
| Gradient Investments LLC | 0.01% | Reduce -20.8% | 2,225 | $245K |
| High Falls Advisors, Inc | 0.06% | Add +0.8% | 2,216 | $244K |
| Marino, Stram & Associates LLC | 0.06% | Add +0.1% | 2,214 | $244K |
| Cascade Financial Partners, LLC | 0.04% | — | 2,280 | $244K |
| Private Portfolio Partners LLC | 0.05% | Reduce -14.9% | 2,204 | $243K |
| L.M. Kohn & Company | 0.07% | No change | 2,200 | $242K |
| SageView Advisory Group, LLC | 0.01% | Reduce -91.2% | 4,213 | $242K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,188 | $241K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.3% | 2,168 | $239K |
| Quadrant Private Wealth Management, LLC | 0.06% | Reduce -10.1% | 2,158 | $238K |
| Bank of Nova Scotia | 0.00% | No change | 2,156 | $238K |
| Crescent Grove Advisors, LLC | 0.02% | New | 2,149 | $237K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 2,143 | $236K |
| International Assets Investment Management, LLC | 0.02% | Reduce -26.7% | 2,119 | $233K |
| Koshinski Asset Management, Inc. | 0.02% | New | 2,102 | $232K |
| UMB Bank, n.a. | 0.00% | No change | 2,080 | $229K |
| EPG Wealth Management LLC | 0.06% | Add +0.7% | 2,074 | $229K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -22.3% | 2,066 | $228K |
| Marcum Wealth, LLC | 0.02% | Reduce -18.8% | 2,043 | $225K |
| RHS Financial, LLC | 0.13% | New | 2,039 | $225K |
| Riverpoint Wealth Management Holdings, LLC | 0.06% | Reduce -21.8% | 2,039 | $225K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 2,030 | $224K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 2,028 | $224K |
| Covenant Asset Management, LLC | 0.05% | Reduce -19.4% | 2,017 | $222K |
| Strategies Wealth Advisors, LLC | 0.03% | Add +0.1% | 2,010 | $221K |
| Childress Capital Advisors, LLC | 0.06% | No change | 2,000 | $220K |
| Liberty Wealth Management LLC | 0.04% | New | 1,997 | $220K |
| Founders Financial Securities LLC | 0.02% | No change | 1,993 | $220K |
| Moors & Cabot, Inc. | 0.01% | No change | 1,980 | $218K |
| Stonegate Investment Group, LLC | 0.01% | No change | 1,980 | $218K |
| United Capital Management of KS, Inc. | 0.05% | New | 1,971 | $217K |
| Clayton Financial Group LLC | 0.10% | New | 1,964 | $216K |
| Federated Hermes, Inc. | 0.00% | Reduce -99.6% | 1,956 | $216K |
| Chemistry Wealth Management LLC | 0.06% | New | 1,950 | $215K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | New | 1,945 | $214K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 1,931 | $213K |
| Criterion Capital Advisors, LLC | 0.14% | Add +0.2% | 1,911 | $211K |
| Smithbridge Asset Management Inc. | 0.04% | New | 1,903 | $210K |
| GC Wealth Management RIA, LLC | 0.04% | New | 1,897 | $209K |
| Main Street Financial Solutions, LLC | 0.02% | New | 1,893 | $209K |
| Bleakley Financial Group, LLC | 0.01% | New | 1,890 | $208K |
| Simplicity Wealth,LLC | 0.01% | New | 1,890 | $208K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 1,884 | $208K |
| Beacon Financial Group | 0.02% | New | 1,880 | $207K |
| Armor Investment Advisors, LLC | 0.10% | New | 1,834 | $202K |
| First Merchants Corp. | 0.02% | New | 1,831 | $202K |
| Smith Salley Wealth Management | 0.02% | Reduce -16.1% | 1,827 | $201K |
| Woodmont Investment Counsel LLC | 0.02% | New | 1,825 | $201K |
| Kades & Cheifetz LLC | 0.13% | New | 1,819 | $200K |
| Clearstead Trust, LLC | 0.05% | Add +0.8% | 1,772 | $195K |
| Indiana Trust & Investment Management Co | 0.08% | Reduce -19.8% | 1,721 | $190K |
| Colonial Trust Co / SC | 0.03% | Reduce -35.5% | 1,677 | $185K |
| Palisade Asset Management, LLC | 0.02% | New | 1,589 | $175K |
| Front Row Advisors LLC | 0.06% | Add +1747.0% | 1,533 | $169K |
| Tyler-Stone Wealth Management | 0.07% | Add +14.8% | 1,486 | $164K |
| LRI Investments, LLC | 0.04% | — | 1,460 | $161K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -64.0% | 1,433 | $158K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -97.7% | 1,331 | $147K |
| Valley National Advisers Inc. | 0.02% | Add +17.7% | 1,315 | $144K |
| Register Financial Advisors LLC | 0.07% | Reduce -8.2% | 1,274 | $140K |
| Paladin Advisory Group, LLC | 0.11% | No change | 1,213 | $133K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.5% | 1,202 | $133K |
| Banque Cantonale Vaudoise | 0.01% | No change | 1,170 | $129K |
| Manchester Capital Management LLC | 0.02% | No change | 1,166 | $129K |
| Signature Resources Capital Management, LLC | 0.12% | No change | 1,253 | $128K |
| Rain Capital Management, LLC | 0.09% | Reduce -1.6% | 1,153 | $127K |
| WR Wealth Planners, LLC | 0.04% | New | 1,153 | $127K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,070 | $118K |
| Private Ocean, LLC | 0.01% | Add +24.3% | 1,055 | $116K |
| Colonial Trust Advisors | 0.01% | Reduce -4.8% | 1,034 | $114K |
| Lanark Financial, Inc. | 0.01% | No change | 1,007 | $111K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -12.2% | 975 | $107K |
| Community Bank, N.A. | 0.01% | No change | 960 | $106K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +653.2% | 949 | $105K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 948 | $104K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -19.4% | 945 | $104K |
| Larson Financial Group LLC | 0.01% | Reduce -10.2% | 944 | $104K |
| Grand Wealth Management, LLC | 0.05% | No change | 918 | $101K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | Reduce -15.1% | 908 | $100K |
| Planning Capital Management Corp | 0.07% | No change | 841 | $93K |
| HHM Wealth Advisors, LLC | 0.01% | Add +13.9% | 820 | $90K |
| McClarren Financial Advisors, Inc. | 0.06% | Add +0.9% | 808 | $89K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +104.1% | 792 | $88K |
| Wiser Advisor Group LLC | 0.13% | No change | 778 | $86K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +0.1% | 773 | $85K |
| Founders Financial Alliance, LLC | 0.03% | Add +20.6% | 766 | $84K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -5.8% | 765 | $84K |
| Sandy Spring Bank | 0.00% | Reduce -34.8% | 750 | $83K |
| Fifth Third Bancorp | 0.00% | Add +33.7% | 750 | $83K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -2.7% | 732 | $79K |
| Rothschild Investment LLC | 0.01% | No change | 710 | $78K |
| Stephens Consulting, LLC | 0.02% | No change | 708 | $78K |
| North Star Investment Management Corp. | 0.01% | No change | 700 | $77K |
| Mather Group, Llc. | 0.00% | New | 754 | $77K |
| First Personal Financial Services | 0.02% | No change | 693 | $76K |
| Clear Investment Research, LLC | 0.10% | Reduce -5.3% | 650 | $72K |
| Hollencrest Capital Management | 0.00% | No change | 650 | $72K |
| Tidemark, LLC | 0.04% | Add +0.2% | 639 | $70K |
| Creative Financial Designs Inc. | 0.01% | Add +17.5% | 637 | $70K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -10.2% | 600 | $66K |
| Glassman Wealth Services | 0.01% | Add +0.7% | 576 | $63K |
| Key Financial Inc | 0.02% | No change | 573 | $63K |
| True Wealth Design, LLC | 0.02% | No change | 572 | $63K |
| PSI Advisors, LLC | 0.02% | No change | 560 | $62K |
| FSA Wealth Management LLC | 0.03% | Add +0.7% | 558 | $62K |
| Clear Point Advisors Inc. | 0.05% | Add +0.7% | 553 | $61K |
| Cambridge Trust Co. | 0.00% | No change | 545 | $60K |
| Jamison Private Wealth Management, Inc. | 0.01% | Add +0.8% | 525 | $58K |
| Financial Connections Group, Inc. | 0.06% | No change | 508 | $56K |
| Bokf, NA | 0.00% | No change | 500 | $55K |
| Core Wealth Advisors, Inc. | 0.02% | No change | 493 | $54K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -3.7% | 496 | $54K |
| Mma Asset Management LLC | 0.02% | New | 473 | $52K |
| Compass Wealth Management LLC | 0.01% | No change | 444 | $49K |
| First Community Trust NA | 0.05% | No change | 435 | $48K |
| Gables Capital Management Inc. | 0.03% | New | 415 | $46K |
| MGB Wealth Management, LLC | 0.02% | No change | 400 | $44K |
| AdvisorNet Financial, Inc | 0.00% | Add +23.4% | 395 | $44K |
| Sound Income Strategies, LLC | 0.00% | Add +1052.9% | 392 | $43K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 356 | $39K |
| Russell Investments Group, Ltd. | 0.00% | Add +56.4% | 355 | $39K |
| Caitlin John, LLC | 0.03% | No change | 345 | $38K |
| Tucker Asset Management LLC | 0.01% | No change | 327 | $36K |
| City Holding Co. | 0.01% | No change | 325 | $36K |
| AllSquare Wealth Management LLC | 0.02% | No change | 323 | $36K |
| M&R Capital Management Inc. | 0.01% | Add +0.3% | 322 | $35K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -47.0% | 315 | $35K |
| Financial Management Professionals, Inc. | 0.01% | Add +23.6% | 309 | $34K |
| Avalon Trust Co | 0.00% | No change | 300 | $33K |
| Elevate Wealth Advisory, Inc. | 0.03% | No change | 296 | $33K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 285 | $31K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -37.6% | 274 | $30K |
| CENTRAL TRUST Co | 0.00% | No change | 265 | $29K |
| Bellevue Asset Management, LLC | 0.02% | No change | 250 | $28K |
| Wetzel Investment Advisors, Inc. | 0.02% | No change | 255 | $27K |
| NFSG Corp | 0.01% | Add +0.4% | 240 | $26K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 234 | $26K |
| Smartleaf Asset Management LLC | 0.00% | No change | 230 | $25K |
| Westside Investment Management, Inc. | 0.01% | Reduce -57.0% | 189 | $21K |
| Global Trust Asset Management, LLC | 0.01% | No change | 159 | $18K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 150 | $17K |
| Lindbrook Capital, LLC | 0.00% | No change | 139 | $15K |
| Bangor Savings Bank | 0.00% | No change | 138 | $15K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.8% | 128 | $14K |
| Eukles Asset Management | 0.01% | No change | 113 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 108 | $12K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 92 | $10K |
| Rakuten Securities, Inc. | 0.00% | New | 84 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 83 | $9K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 89 | $9K |
| Resources Management Corp. /CT/ | 0.00% | No change | 70 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 67 | $7K |
| Peoples Bank | 0.01% | No change | 66 | $7K |
| Roble, Belko & Company, Inc | 0.00% | No change | 60 | $7K |
| Versant Capital Management, Inc | 0.00% | New | 58 | $6K |
| Beacon Capital Management, LLC | 0.00% | Reduce -30.0% | 56 | $6K |
| PrairieView Partners, LLC | 0.00% | No change | 53 | $6K |
| Pathway Financial Advisers, LLC | 0.00% | No change | 51 | $6K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 37 | $4K |
| American Capital Advisory, LLC | 0.00% | New | 40 | $4K |
| Avion Wealth | 0.00% | No change | 29 | $4K |
| Norwood Financial Corp | 0.01% | No change | 36 | $4K |
| Princeton Global Asset Management LLC | 0.00% | New | 32 | $4K |
| Silicon Valley Capital Partners | 0.00% | Reduce -3.1% | 31 | $3K |
| Eagle Bay Advisors LLC | 0.00% | No change | 18 | $2K |
| Valued Wealth Advisors LLC | 0.00% | New | 16 | $2K |
| Northwest Investment Counselors, LLC | 0.00% | New | 14 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 14 | $2K |
| NewSquare Capital LLC | 0.00% | No change | 10 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -90.4% | 10 | $1K |
| Heck Capital Advisors, LLC | 0.00% | No change | 8 | $827 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 5 | $551 |
| Bogart Wealth, LLC | 0.00% | Reduce -100.0% | 3 | $331 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -100.0% | 1 | $72 |
"% of holder's portfolio" is HDV's weight in each manager's 13F, not the share of iShares Core High Dividend E the manager owns.