iShares Core High Dividend EHDVETF
13F holders, Q2 2024 (June 30)705holders −9
42new positions
48sold out
4famous investors
$107.36avg. 13F price*
At the end of Q2 2024, 705 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings, down 9 from Q1 2024. 42 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($504.3M), Morgan Stanley ($334.6M) and Meiji Yasuda Life Insurance Co ($327.0M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $31.0M |
| Exits | 48 | $43.2M |
All 13F filers, Q1 2024 → Q2 2024: 1,558,236 shares bought and 2,221,892 shares sold, net −663,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 705 holders
| Bank of America Corp. | 0.05% | Reduce -2.1% | 4,639,160 | $504.3M |
| Morgan Stanley | 0.03% | Reduce -0.8% | 3,077,913 | $334.6M |
| Meiji Yasuda Life Insurance Co | 6.57% | No change | 3,008,172 | $327.0M |
| LPL Financial LLC | 0.11% | Add +6.1% | 1,967,035 | $213.8M |
| UBS Group AG | 0.05% | Reduce -3.2% | 1,504,551 | $163.5M |
| Royal Bank of Canada | 0.03% | Reduce -11.8% | 1,227,008 | $133.4M |
| Wells Fargo & Company | 0.03% | Reduce -9.5% | 1,184,359 | $128.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.4% | 1,120,402 | $121.8M |
| Securian Asset Management, Inc. | 2.84% | Reduce -2.4% | 893,702 | $97.1M |
| Commonwealth Equity Services, LLC | 0.14% | Reduce -0.6% | 788,692 | $85.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -3.5% | 717,838 | $78.0M |
| M&T Bank Corp | 0.27% | Add +0.3% | 714,423 | $77.7M |
| Janney Montgomery Scott LLC | 0.22% | Add +2.6% | 663,953 | $72.2M |
| Truist Financial Corp. | 0.11% | Reduce -18.8% | 650,017 | $70.7M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +20.1% | 563,410 | $61.2M |
| BlackRock Inc. | 0.00% | Add +5.5% | 556,290 | $60.5M |
| FMR LLC | 0.00% | Add +2.2% | 541,431 | $58.9M |
| LBMC Investment Advisors, LLC | 4.38% | Reduce -3.0% | 464,924 | $50.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -10.2% | 439,940 | $47.9M |
| Townsend & Associates, Inc | 4.62% | Add +0.8% | 365,483 | $41.7M |
| Cetera Investment Advisers | 0.08% | Add +0.4% | 322,441 | $35.0M |
| Mariner, LLC | 0.07% | Add +5.5% | 316,433 | $34.4M |
| MML Investors Services, LLC | 0.13% | Add +1.9% | 301,321 | $32.8M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -2.4% | 280,256 | $30.5M |
| CVS HEALTH Corp | 13.69% | No change | 273,110 | $29.7M |
| Steward Partners Investment Advisory, LLC | 0.31% | Reduce -1.4% | 271,051 | $29.5M |
| Regimen Wealth, LLC | 9.85% | Add +0.6% | 263,157 | $28.6M |
| Raymond James & Associates | 0.02% | Reduce -3.1% | 261,794 | $28.5M |
| Alliancebernstein L.P. | 0.01% | Add +4.4% | 261,494 | $28.4M |
| Osaic Holdings, Inc. | 0.07% | Reduce -29.4% | 258,900 | $28.2M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -0.1% | 246,357 | $26.8M |
| Atria Wealth Solutions, Inc. | 0.27% | Add +1.6% | 225,178 | $24.5M |
| Wharton Business Group, LLC | 1.24% | Reduce -4.7% | 221,679 | $24.1M |
| Creative Planning | 0.02% | Add +1.3% | 208,998 | $22.7M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -2.1% | 204,268 | $22.2M |
| BNP Paribas Financial Markets | 0.02% | Reduce -4.6% | 196,681 | $21.4M |
| Beam Wealth Advisors, Inc. | 7.07% | Add +50.0% | 195,382 | $21.2M |
| Comerica Bank | 0.09% | Reduce -7.4% | 192,418 | $20.9M |
| Simmons Bank | 1.53% | Add +0.8% | 186,672 | $20.3M |
| Waverly Advisors, LLC | 0.39% | Reduce -4.3% | 182,798 | $19.9M |
| DAVENPORT & Co LLC | 0.12% | Add +7.7% | 178,372 | $19.4M |
| GDS Wealth Management | 2.06% | Add +4.5% | 172,504 | $18.8M |
| Mercer Global Advisors Inc. | 0.05% | Add +48.9% | 162,856 | $17.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +31.9% | 158,322 | $17.2M |
| Jones Financial Companies LLLP | 0.02% | Add +75.4% | 157,465 | $17.1M |
| VAUGHAN & Co SECURITIES, INC. | 10.80% | Add +1.5% | 157,464 | $17.1M |
| Stifel Financial Corp. | 0.02% | Reduce -1.9% | 154,302 | $16.8M |
| Kohmann Bosshard Financial Services, LLC | 2.20% | Add +6.9% | 150,091 | $16.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +1.3% | 142,986 | $15.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.1% | 139,997 | $15.2M |
| Sweeney & Michel, LLC | 6.29% | Add +0.1% | 137,088 | $14.8M |
| HB Wealth Management, LLC | 0.16% | Add +0.9% | 129,778 | $14.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.1% | 120,904 | $13.2M |
| Avantax Advisory Services, Inc. | 0.09% | Add +7.3% | 115,455 | $12.5M |
| Private Advisor Group, LLC | 0.08% | Reduce -3.0% | 108,710 | $11.8M |
| Kapstone Financial Advisors LLC | 7.49% | Add +1.9% | 105,117 | $11.4M |
| Global Strategic Investment Solutions, LLC | 1.35% | Add +0.6% | 102,882 | $11.2M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -16.7% | 101,487 | $11.0M |
| Orion Portfolio Solutions, LLC | 0.12% | Reduce -16.7% | 101,487 | $11.0M |
| Advisory Services Network, LLC | 0.23% | Add +8.7% | 101,020 | $11.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -5.2% | 96,855 | $10.5M |
| Lantz Financial LLC | 3.25% | Add +4.6% | 96,379 | $10.5M |
| Graypoint LLC | 0.72% | Reduce -0.2% | 95,103 | $10.3M |
| Captrust Financial Advisors | 0.03% | Reduce -5.3% | 92,962 | $10.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.8% | 92,902 | $10.1M |
| NTV Asset Management LLC | 1.41% | Add +1.2% | 90,416 | $9.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.09% | Reduce -44.4% | 89,959 | $9.8M |
| Beaumont Financial Advisors, LLC | 0.71% | Reduce -2.7% | 81,502 | $8.9M |
| FAS Wealth Partners, Inc. | 0.76% | Add +2.4% | 81,256 | $8.8M |
| Wealthspire Advisors, LLC | 0.11% | Reduce -1.2% | 79,807 | $8.7M |
| Atria Investments, Inc | 0.11% | Add +0.9% | 78,605 | $8.5M |
| Regions Financial Corp. | 0.06% | Add +0.2% | 75,620 | $8.2M |
| Bank of Montreal | 0.00% | Add +0.7% | 74,363 | $8.1M |
| Smithfield Trust Co | 0.43% | Reduce -1.1% | 74,843 | $8.1M |
| IFP Advisors, Inc | 0.31% | Add +51.1% | 72,857 | $7.9M |
| Gallagher Fiduciary Advisors, LLC | 1.73% | Add +1.3% | 71,198 | $7.7M |
| Glenmede Trust Co. NA | 0.04% | Reduce -5.8% | 69,825 | $7.6M |
| Financial Perspectives, Inc | 2.75% | Reduce -0.0% | 68,447 | $7.4M |
| Advus Financial Partners, LLC | 2.20% | Reduce -0.1% | 66,438 | $7.2M |
| Lido Advisors, LLC | 0.06% | Add +21.4% | 63,466 | $6.9M |
| Phoenix Wealth Advisors | 3.36% | Add +3.9% | 61,661 | $6.7M |
| Cwm, LLC | 0.03% | Reduce -1.2% | 60,289 | $6.6M |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 59,509 | $6.5M |
| Cowa, LLC | 3.38% | Add +1.4% | 58,197 | $6.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.5% | 56,317 | $6.1M |
| Level Four Advisory Services, LLC | 0.27% | Reduce -2.5% | 54,986 | $6.0M |
| Sowa Financial Group, Inc. | 4.50% | Reduce -25.9% | 54,684 | $5.9M |
| Sigma Planning Corp | 0.18% | Add +2.5% | 51,803 | $5.6M |
| Susquehanna International Group, LLP | 0.01% | New | 51,254 | $5.6M |
| Kentucky Farm Bureau Mutual Insurance Co | 1.24% | No change | 50,000 | $5.4M |
| Forefront Analytics, LLC | 2.53% | Add +4.0% | 48,558 | $5.3M |
| Advisor OS, LLC | 0.57% | Reduce -9.9% | 47,486 | $5.2M |
| Citizens Financial Group Inc. | 0.11% | New | 47,079 | $5.1M |
| MJP Associates Inc. | 1.05% | Reduce -10.5% | 46,417 | $5.0M |
| Global Retirement Partners, LLC | 0.16% | Add +9.7% | 46,351 | $5.0M |
| Janney Capital Management LLC | 0.35% | Reduce -3.0% | 46,248 | $5.0M |
| Foundry Financial Group, Inc. | 3.46% | Reduce -42.8% | 46,218 | $5.0M |
| Formidable Asset Management, LLC | 0.79% | Add +1.4% | 45,066 | $4.9M |
| Gray Private Wealth, LLC | 3.04% | Add +6.8% | 43,678 | $4.7M |
| Essex Private Wealth Management, LLC | 11.97% | Add +15.9% | 43,306 | $4.7M |
| Embree Financial Group | 0.90% | Reduce -4.8% | 43,109 | $4.7M |
| Cerity Partners LLC | 0.01% | Reduce -1.9% | 41,977 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | — | 41,648 | $4.5M |
| Summit Wealth Partners, LLC | 0.94% | Reduce -1.4% | 41,446 | $4.5M |
| Maltin Wealth Management, Inc. | 2.40% | Add +7.1% | 41,075 | $4.5M |
| Scotia Capital Inc. | 0.03% | Add +5.8% | 40,875 | $4.4M |
| Cibc World Market Inc. | 0.01% | Reduce -1.2% | 40,441 | $4.4M |
| Houlihan Financial Resource Group, Ltd. | 2.98% | Reduce -1.1% | 40,246 | $4.4M |
| Blair William & Co. | 0.01% | Reduce -3.1% | 39,624 | $4.3M |
| American State Bank (Iowa) | 2.70% | Add +6.4% | 38,868 | $4.2M |
| Farrow Financial, Inc. | 2.84% | New | 38,263 | $4.2M |
| Brandywine Oak Private Wealth LLC | 0.42% | Reduce -0.2% | 37,946 | $4.1M |
| Chatham Capital Group, Inc. | 0.71% | Add +0.7% | 37,413 | $4.1M |
| Atlas Private Wealth Advisors | 0.64% | Add +109.8% | 36,500 | $4.0M |
| Capital Advisors, Ltd. LLC | 0.51% | Add +6.2% | 36,217 | $3.9M |
| Shulman DeMeo Asset Management LLC | 1.02% | Reduce -1.0% | 35,867 | $3.9M |
| StoneX Group Inc. | 0.31% | Add +1.7% | 35,732 | $3.9M |
| Flow Traders U.S. LLC | 0.19% | Add +795.2% | 35,541 | $3.9M |
| IHT Wealth Management, LLC | 0.14% | Add +6.1% | 35,196 | $3.8M |
| Independent Solutions Wealth Management, LLC | 0.87% | Add +1.2% | 34,741 | $3.8M |
| Old National Bancorp | 0.09% | Reduce -4.2% | 34,271 | $3.7M |
| Flagship Harbor Advisors, LLC | 0.22% | Reduce -0.9% | 34,031 | $3.7M |
| American Financial & Tax Strategies Inc. | 1.93% | Add +0.2% | 33,636 | $3.7M |
| Wolff Financial Management LLC | 2.67% | Reduce -1.8% | 33,292 | $3.6M |
| Cahill Financial Advisors Inc. | 0.49% | Add +2.0% | 33,174 | $3.6M |
| AMG National Trust Bank | 0.10% | Add +107.9% | 33,163 | $3.6M |
| Sunbelt Securities, Inc. | 0.37% | Add +6.3% | 33,110 | $3.6M |
| NewEdge Advisors, LLC | 0.03% | Reduce -61.0% | 32,936 | $3.6M |
| Burke & Herbert Bank & Trust Co. | 0.87% | New | 32,873 | $3.6M |
| Baron Silver Stevens Financial Advisors, LLC | 0.68% | Reduce -0.4% | 32,530 | $3.5M |
| Keystone Financial Planning, Inc. | 1.15% | Reduce -66.2% | 32,004 | $3.5M |
| Jefferies Financial Group Inc. | 0.07% | Add +0.5% | 31,927 | $3.5M |
| Valeo Financial Advisors, LLC | 0.10% | Add +8.7% | 184,389 | $3.4M |
| Connecticut Wealth Management, LLC | 0.17% | Reduce -2.7% | 30,315 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Add +12.9% | 30,295 | $3.3M |
| Nottingham Advisors, Inc. | 0.39% | Add +9.9% | 30,127 | $3.3M |
| Equitable Holdings, Inc. | 0.03% | Add +11.2% | 30,120 | $3.3M |
| Cooper Financial Group | 0.47% | Add +5.6% | 29,662 | $3.2M |
| Strategic Family Wealth Counselors, L.L.C. | 1.22% | Add +5.7% | 29,528 | $3.2M |
| Allen Investment Management, LLC | 0.04% | No change | 29,195 | $3.2M |
| Northeast Financial Consultants Inc | 0.14% | No change | 28,697 | $3.1M |
| Summit X, LLC | 0.68% | Add +1.8% | 27,708 | $3.0M |
| Teamwork Financial Advisors, LLC | 0.44% | Reduce -0.8% | 27,494 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.14% | Reduce -3.7% | 27,259 | $3.0M |
| CRA Financial Services, LLC | 0.58% | Reduce -0.1% | 26,657 | $2.9M |
| Arkadios Wealth Advisors | 0.20% | Add +14.3% | 26,641 | $2.9M |
| Morton Brown Family Wealth, LLC | 1.12% | Reduce -8.3% | 25,124 | $2.8M |
| Bernardo Wealth Planning LLC | 0.76% | Reduce -12.5% | 25,985 | $2.8M |
| Frisch Financial Group, Inc. | 0.85% | Add +11.2% | 29,054 | $2.8M |
| Townsquare Capital LLC | 0.04% | Add +405.0% | 25,762 | $2.8M |
| Godsey & Gibb, Inc. | 0.29% | Add +17.1% | 25,552 | $2.8M |
| &partners | 0.12% | Add +53.8% | 25,385 | $2.8M |
| IFG Advisory, LLC | 0.18% | Add +8.0% | 25,281 | $2.7M |
| Mayflower Financial Advisors, LLC | 0.45% | Reduce -3.8% | 24,958 | $2.7M |
| FC Advisory LLC | 0.98% | Reduce -0.8% | 24,605 | $2.7M |
| Ellis Investment Partners, LLC | 0.56% | Add +14.5% | 24,148 | $2.6M |
| KOM Wealth Management Group, LLC | 2.45% | Reduce -8.6% | 24,130 | $2.6M |
| High Net Worth Advisory Group LLC | 0.79% | Add +13.3% | 23,916 | $2.6M |
| Principal Securities, Inc. | 0.07% | Add +6.0% | 23,867 | $2.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +4.2% | 23,839 | $2.6M |
| Auto-Owners Insurance Co | 0.07% | No change | 23,800 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Add +4.4% | 23,642 | $2.6M |
| WCG Wealth Advisors LLC | 0.19% | Reduce -1.1% | 23,485 | $2.6M |
| Sowell Financial Services LLC | 0.12% | Reduce -3.3% | 22,980 | $2.5M |
| National Bank of Canada | 0.00% | Reduce -2.6% | 22,884 | $2.5M |
| Allworth Financial LP | 0.02% | Reduce -9.6% | 21,412 | $2.4M |
| Regal Investment Advisors LLC | 0.16% | Reduce -3.6% | 21,616 | $2.3M |
| Cora Capital Advisors LLC | 1.21% | Add +0.8% | 21,597 | $2.3M |
| Klingman & Associates, LLC | 0.16% | Reduce -0.2% | 21,288 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +4.5% | 20,825 | $2.3M |
| AE Wealth Management LLC | 0.02% | Reduce -31.2% | 20,679 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -0.1% | 20,642 | $2.2M |
| TruNorth Capital Management, LLC | 0.72% | No change | 20,479 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -25.6% | 20,350 | $2.2M |
| Goldstone Financial Group, LLC | 0.44% | Add +39.0% | 19,978 | $2.2M |
| Wealth Management Associates, Inc. | 1.00% | No change | 19,613 | $2.1M |
| Lane & Associates LLC | 1.23% | Reduce -14.6% | 19,254 | $2.1M |
| Choreo, LLC | 0.03% | Add +0.3% | 18,793 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -4.1% | 18,652 | $2.0M |
| Investment Advisory Group, LLC | 0.77% | Reduce -0.2% | 18,312 | $2.0M |
| Provenance Wealth Advisors, LLC | 0.27% | Reduce -17.8% | 18,043 | $2.0M |
| Stephens Inc. | 0.03% | Add +1.1% | 18,042 | $2.0M |
| GSG Advisors LLC | 0.69% | Add +2.4% | 17,998 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Reduce -0.5% | 17,929 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +27.6% | 17,814 | $1.9M |
| Transcend Capital Advisors, LLC | 0.14% | No change | 17,450 | $1.9M |
| Mutual Advisors, LLC | 0.06% | Reduce -6.8% | 16,618 | $1.9M |
| Raelipskie Partnership | 1.00% | Add +0.1% | 17,280 | $1.9M |
| HFG Advisors, Inc. | 1.75% | Reduce -7.0% | 17,255 | $1.9M |
| Moloney Securities Asset Management, LLC | 0.27% | Reduce -3.0% | 17,225 | $1.9M |
| Western Wealth Management, LLC | 0.14% | Reduce -0.9% | 16,977 | $1.8M |
| Bessemer Group Inc. | 0.00% | Reduce -2.2% | 16,853 | $1.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | No change | 16,780 | $1.8M |
| Shira Ridge Wealth Management | 1.01% | Reduce -14.2% | 16,754 | $1.8M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -10.5% | 16,578 | $1.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | No change | 16,503 | $1.8M |
| Woodstock Corp. | 0.18% | No change | 16,180 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +3.7% | 16,153 | $1.8M |
| Onyx Bridge Wealth Group LLC | 0.29% | Add +0.5% | 16,152 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -4.7% | 15,675 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Reduce -3.1% | 15,642 | $1.7M |
| SOA Wealth Advisors, LLC. | 0.34% | Reduce -7.9% | 15,615 | $1.7M |
| Rehmann Capital Advisory Group | 0.12% | Add +27.8% | 15,524 | $1.7M |
| Walkner Condon Financial Advisors LLC | 0.36% | Reduce -1.1% | 15,454 | $1.7M |
| Armstrong Advisory Group, Inc. | 0.15% | Add +42.0% | 15,201 | $1.7M |
| Aft, Forsyth & Company, Inc. | 0.81% | Add +1.9% | 15,196 | $1.7M |
| RDA Financial Network | 0.54% | Add +0.5% | 15,128 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -10.1% | 15,072 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.1% | 15,001 | $1.6M |
| Ancora Advisors LLC | 0.04% | Reduce -7.3% | 14,931 | $1.6M |
| Ironwood Financial, llc | 0.36% | Add +9.0% | 14,832 | $1.6M |
| Jaffetilchin Investment Partners, LLC | 0.14% | Add +0.7% | 14,647 | $1.6M |
| Jackson Wealth Management, LLC | 0.34% | Reduce -40.3% | 14,433 | $1.6M |
| Court Place Advisors, LLC | 0.49% | Reduce -3.4% | 14,365 | $1.6M |
| ProVise Management Group, LLC | 0.13% | Reduce -4.9% | 14,265 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -0.8% | 14,019 | $1.5M |
| Ashton Thomas Securities, LLC | 0.37% | — | 14,100 | $1.5M |
| Synovus Financial Corp. | 0.02% | Add +0.1% | 13,808 | $1.5M |
| Patton Albertson Miller Group, LLC | 0.21% | Reduce -43.7% | 13,785 | $1.5M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -3.4% | 13,771 | $1.5M |
| Ridgecrest Wealth Partners, LLC | 0.90% | Reduce -1.6% | 13,757 | $1.5M |
| NCM Capital Management, LLC | 0.78% | Add +0.0% | 13,636 | $1.5M |
| Jackson, Grant Investment Advisers, Inc. | 0.60% | Add +0.9% | 13,619 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.12% | Add +0.3% | 13,534 | $1.5M |
| Madden Advisory Services, Inc. | 0.75% | Add +2.6% | 13,495 | $1.5M |
| Platte River Wealth Advisors, LLC | 0.41% | Add +3.2% | 13,379 | $1.5M |
| Kingsview Wealth Management, LLC | 0.03% | Add +50.3% | 13,277 | $1.4M |
| Concord Wealth Partners | 0.25% | Reduce -7.6% | 13,084 | $1.4M |
| Harbor Investment Advisory, LLC | 0.15% | Reduce -0.7% | 12,996 | $1.4M |
| Prudential Financial Inc. | 0.00% | Add +29.1% | 12,968 | $1.4M |
| Argent Trust Co | 0.06% | No change | 12,873 | $1.4M |
| 180 Wealth Advisors, LLC | 0.22% | Reduce -0.2% | 12,493 | $1.4M |
| Realta Investment Advisors | 0.27% | Reduce -1.0% | 12,514 | $1.4M |
| Tudor Investment Corporation | 0.02% | New | 12,434 | $1.4M |
| Financial Advocates Investment Management | 0.08% | Reduce -7.0% | 12,430 | $1.4M |
| Federated Hermes, Inc. | 0.00% | Add +526.4% | 12,252 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +0.1% | 12,211 | $1.3M |
| Krilogy Financial LLC | 0.10% | Reduce -1.4% | 12,135 | $1.3M |
| Virtue Capital Management, LLC | 0.23% | Add +1.0% | 11,816 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Reduce -8.3% | 12,013 | $1.3M |
| Red Door Wealth Management, LLC | 0.23% | No change | 12,000 | $1.3M |
| Raymond James Trust N.A. | 0.03% | Add +3.5% | 11,949 | $1.3M |
| Quadcap Wealth Management, LLC | 0.23% | Reduce -3.2% | 11,936 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.21% | Add +0.7% | 11,872 | $1.3M |
| Fiduciary Group, LLC | 0.14% | Reduce -2.1% | 11,870 | $1.3M |
| D'Orazio & Associates, Inc. | 0.20% | No change | 11,850 | $1.3M |
| Csenge Advisory Group | 0.07% | Add +19.8% | 11,805 | $1.3M |
| MV Capital Management, Inc. | 0.14% | Reduce -0.5% | 11,795 | $1.3M |
| Cornerstone Advisors Asset Management, LLC | 0.36% | Add +0.9% | 11,782 | $1.3M |
| Intrepid Financial Planning Group LLC | 0.54% | Reduce -11.3% | 11,681 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +10.2% | 11,664 | $1.3M |
| CoreCap Advisors, LLC | 0.13% | Reduce -5.2% | 11,515 | $1.3M |
| Biondo Investment Advisors, LLC | 0.19% | Add +3.6% | 11,508 | $1.3M |
| Wellspring Financial Advisors, LLC | 0.14% | Add +0.9% | 11,255 | $1.2M |
| Pettyjohn, Wood & White, Inc. | 0.24% | Reduce -1.9% | 11,218 | $1.2M |
| Parsons Capital Management Inc. | 0.08% | Add +0.9% | 11,160 | $1.2M |
| 1900 Wealth Management LLC | 0.11% | Add +73.3% | 10,939 | $1.2M |
| First National Corp. /Ma/ | 0.28% | Add +8.3% | 10,916 | $1.2M |
| Collaborative Wealth Managment Inc. | 0.58% | Add +0.2% | 10,894 | $1.2M |
| Baker Tilly Wealth Management, LLC | 0.48% | Reduce -49.5% | 10,886 | $1.2M |
| Arax Advisory Partners | 0.11% | Reduce -3.5% | 10,712 | $1.2M |
| Clifford Swan Investment Counsel LLC | 0.04% | No change | 10,523 | $1.1M |
| Rakuten Investment Management, Inc. | 0.01% | Reduce -6.2% | 10,539 | $1.1M |
| Hohimer Wealth Management, LLC | 0.26% | No change | 10,465 | $1.1M |
| Litman Gregory Wealth Management LLC | 0.10% | No change | 10,355 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -15.3% | 10,319 | $1.1M |
| Avestar Capital, LLC | 0.12% | Add +2.0% | 10,200 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +60.6% | 10,194 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -38.1% | 10,126 | $1.1M |
| Strategic Financial Concepts, LLC | 0.64% | Add +2283.8% | 379,398 | $1.1M |
| NBT Bank, N.A. | 0.08% | Reduce -2.3% | 10,084 | $1.1M |
| Kovack Advisors, Inc. | 0.12% | Add +4.3% | 10,023 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +0.5% | 10,020 | $1.1M |
| Howe & Rusling Inc. | 0.10% | Reduce -1.6% | 9,997 | $1.1M |
| PFG Investments, LLC | 0.08% | Add +48.3% | 9,957 | $1.1M |
| Anchor Investment Management, LLC | 0.11% | Add +6.9% | 9,840 | $1.1M |
| Weaver Consulting Group | 0.37% | Add +0.2% | 9,812 | $1.1M |
| Cornell Pochily Investment Advisors, Inc. | 0.41% | Add +2.0% | 9,802 | $1.1M |
| Lion Street Advisors, LLC | 0.39% | Reduce -14.5% | 9,746 | $1.1M |
| White Pine Capital LLC | 0.40% | Reduce -0.9% | 9,733 | $1.1M |
| JSF Financial, LLC | 0.32% | Add +0.4% | 9,703 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +22.4% | 9,613 | $1.0M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +0.6% | 9,574 | $1.0M |
| Element Wealth, LLC | 0.58% | Reduce -8.0% | 9,549 | $1.0M |
| Beacon Bank & Trust | 0.26% | Reduce -0.6% | 9,494 | $1.0M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -1.8% | 9,478 | $1.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.40% | No change | 9,384 | $1.0M |
| Kensington Asset Management, LLC | 0.11% | New | 9,300 | $1.0M |
| Straight Path Wealth Management | 0.51% | Reduce -43.9% | 9,220 | $1.0M |
| Deutsche Bank AG | 0.00% | Reduce -22.3% | 8,957 | $974K |
| Archer Investment Corp | 0.28% | Reduce -1.7% | 8,951 | $973K |
| Independent Financial Group, LLC | 0.04% | Reduce -0.1% | 8,904 | $968K |
| Mosaic Family Wealth Partners, LLC | 0.16% | Reduce -3.1% | 8,880 | $965K |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -0.5% | 8,804 | $957K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 8,786 | $955K |
| FinTrust Capital Advisors, LLC | 0.17% | No change | 8,743 | $950K |
| Harbour Investments, Inc. | 0.03% | Add +12.0% | 8,731 | $949K |
| Thrive Capital Management, LLC | 0.43% | New | 8,675 | $943K |
| Collective Family Office LLC | 0.28% | Reduce -1.3% | 8,650 | $940K |
| Brown Advisory Inc. | 0.00% | Add +7.8% | 8,549 | $929K |
| Claro Advisors Inc. | 0.15% | Add +1.2% | 8,539 | $928K |
| Merit Financial Group, LLC | 0.02% | Add +0.2% | 8,513 | $925K |
| HRT Financial LP | 0.01% | New | 8,479 | $921K |
| Sunesis Advisors, LLC | 0.54% | No change | 8,383 | $911K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -15.6% | 8,336 | $906K |
| Apollon Financial, LLC | 0.28% | Reduce -3.0% | 8,090 | $879K |
| Caldwell Trust Co | 0.10% | Reduce -1.2% | 8,068 | $877K |
| Van Hulzen Asset Management, LLC | 0.06% | Reduce -0.5% | 8,030 | $873K |
| Sage Financial Group Inc. | 0.08% | No change | 8,021 | $872K |
| Romano Brothers and Company | 0.12% | Add +0.9% | 8,005 | $870K |
| Wedbush Securities Inc. | 0.03% | Reduce -14.7% | 7,874 | $856K |
| Northwest Bancshares, Inc. | 0.14% | Reduce -3.6% | 7,703 | $837K |
| First Heartland Consultants, Inc. | 0.08% | Add +3.7% | 7,647 | $831K |
| Talisman Wealth Advisors LLC | 0.95% | Add +0.6% | 7,561 | $822K |
| Amplius Wealth Advisors, LLC | 0.09% | No change | 7,455 | $810K |
| Prudential PLC | 0.01% | No change | 7,429 | $808K |
| Focus Partners Wealth | 0.00% | Add +55.2% | 7,409 | $805K |
| Soltis Investment Advisors LLC | 0.08% | Add +4.6% | 7,296 | $793K |
| Sound View Wealth Advisors Group, LLC | 0.08% | Reduce -12.6% | 7,189 | $781K |
| Cresta Advisors, Ltd. | 0.46% | Reduce -0.9% | 7,126 | $775K |
| Prospera Financial Services Inc | 0.02% | Reduce -12.8% | 7,106 | $774K |
| JB Capital LLC | 0.05% | Add +0.6% | 7,111 | $773K |
| Gateway Wealth Partners, LLC | 0.23% | Add +0.1% | 7,079 | $770K |
| Old Mission Capital LLC | 0.02% | New | 7,070 | $769K |
| KFA Private Wealth Group, LLC | 0.40% | Reduce -75.7% | 7,034 | $765K |
| Compound Planning, Inc. | 0.06% | Add +40.5% | 6,942 | $755K |
| Investment Partners, LTD. | 0.34% | Add +0.3% | 6,867 | $746K |
| Patten Group, Inc. | 0.17% | Add +0.9% | 6,799 | $739K |
| Integrated Advisors Network LLC | 0.04% | Reduce -5.1% | 6,735 | $732K |
| SouthState Bank Corp | 0.05% | Reduce -1.6% | 6,673 | $725K |
| Citigroup Inc. | 0.00% | Add +10.0% | 6,595 | $717K |
| Private Trust Co. NA | 0.08% | Add +4.9% | 6,560 | $713K |
| Daymark Wealth Partners, LLC | 0.03% | New | 6,543 | $711K |
| Patten & Patten Inc. | 0.05% | No change | 6,505 | $707K |
| Sax Wealth Advisors, LLC | 0.07% | Reduce -29.3% | 6,434 | $699K |
| Philadelphia Trust Co. | 0.05% | No change | 6,417 | $698K |
| Jacobi Capital Management LLC | 0.06% | Add +0.1% | 6,391 | $695K |
| Tacita Capital Inc | 0.49% | Reduce -18.9% | 6,355 | $691K |
| Clearstead Advisors, LLC | 0.01% | Add +81.0% | 6,353 | $691K |
| Inspirion Wealth Advisors, LLC | 0.11% | Add +0.2% | 6,347 | $690K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 6,340 | $689K |
| Financial Counselors Inc. | 0.01% | Reduce -16.2% | 6,294 | $684K |
| Asset Dedication, LLC | 0.05% | No change | 6,247 | $679K |
| LongView Wealth Management | 0.25% | Add +8.9% | 6,220 | $676K |
| Leavell Investment Management, Inc. | 0.04% | No change | 6,221 | $676K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -5.9% | 5,837 | $661K |
| First Manhattan Co. Llc. | 0.00% | Add +20.2% | 6,055 | $658K |
| RFG Advisory, LLC | 0.02% | Reduce -44.2% | 5,967 | $649K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.3% | 5,947 | $641K |
| Black Diamond Financial, LLC | 0.12% | No change | 5,865 | $638K |
| Pursue Wealth Partners LLC | 0.34% | No change | 5,666 | $616K |
| Sugarloaf Wealth Management, LLC | 0.11% | No change | 5,637 | $613K |
| Focus Financial Network, Inc. | 0.03% | Reduce -0.4% | 5,400 | $612K |
| Creekmur Asset Management LLC | 0.16% | Add +6.4% | 5,628 | $612K |
| Flagstar Securities, Inc. | 0.17% | Reduce -3.9% | 5,592 | $608K |
| Money Concepts Capital Corp. | 0.05% | Reduce -1.9% | 5,586 | $607K |
| Investment Partners Asset Management, Inc. | 0.54% | Add +0.3% | 5,532 | $601K |
| LGL Partners, LLC | 0.09% | Add +0.0% | 5,488 | $597K |
| Chapin Davis, Inc. | 0.20% | No change | 5,486 | $596K |
| Tectonic Advisors LLC | 0.04% | Reduce -0.4% | 5,465 | $594K |
| Spire Wealth Management | 0.02% | Reduce -0.8% | 5,461 | $594K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -7.8% | 5,379 | $585K |
| Pps&v Asset Management Consultants, Inc. | 0.41% | No change | 5,319 | $578K |
| Lazard Asset Management LLC | 0.00% | Reduce -46.1% | 5,300 | $576K |
| Vantage Financial Partners, LLC | 0.15% | Reduce -0.2% | 5,237 | $569K |
| Christensen, King & Associates Investment Services, Inc. | 0.28% | Add +0.4% | 5,189 | $564K |
| Gray Wealth Management Inc. | 0.24% | Reduce -2.0% | 5,185 | $564K |
| Fiera Capital Corp | 0.00% | Reduce -10.5% | 5,180 | $563K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +23.5% | 5,179 | $563K |
| Savant Capital, LLC | 0.01% | Reduce -1.5% | 5,169 | $562K |
| Albion Financial Group | 0.04% | Add +7.7% | 5,161 | $561K |
| Inscription Capital, LLC | 0.09% | Reduce -11.3% | 5,115 | $556K |
| Destination Wealth Management | 0.02% | Reduce -5.9% | 5,111 | $556K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -14.8% | 5,090 | $553K |
| Zega Financial, LLC | 0.20% | Add +0.9% | 5,085 | $553K |
| Calamos Wealth Management LLC | 0.03% | Add +12.0% | 5,004 | $544K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,990 | $542K |
| MAI Capital Management | 0.01% | Reduce -22.7% | 4,974 | $541K |
| Merriman Wealth Management, LLC | 0.02% | Reduce -4.9% | 4,944 | $537K |
| BCS Wealth Management | 0.26% | No change | 4,930 | $536K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.0% | 4,924 | $535K |
| NorthRock Partners, LLC | 0.02% | Reduce -8.4% | 4,764 | $518K |
| Capital Advisors Wealth Management, LLC | 0.10% | Add +1.9% | 4,763 | $518K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -3.1% | 4,692 | $510K |
| Tennessee Valley Asset Management Partners | 0.09% | Add +9.4% | 4,657 | $506K |
| Abundance Wealth Counselors | 0.23% | Reduce -4.3% | 4,657 | $506K |
| Northern Trust Corp. | 0.00% | Reduce -44.6% | 4,635 | $504K |
| Richwood Investment Advisors, LLC | 0.44% | Reduce -4.2% | 4,588 | $499K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -2.5% | 4,545 | $494K |
| SageView Advisory Group, LLC | 0.03% | Add +7.0% | 4,509 | $490K |
| Pension & Wealth Management Advisors, Inc. | 0.28% | Reduce -1.4% | 4,496 | $489K |
| Operose Advisors LLC | 0.17% | Add +4.6% | 4,398 | $478K |
| CGN Advisors LLC | 0.06% | Add +5.6% | 4,391 | $477K |
| Alpha Omega Wealth Management LLC | 0.09% | Reduce -8.3% | 4,330 | $471K |
| Olde Wealth Management, LLC | 0.18% | New | 4,322 | $469K |
| Bluespring Wealth Management, LLC | 0.05% | Reduce -7.3% | 4,276 | $465K |
| Mission Creek Capital Partners, Inc. | 0.12% | Reduce -12.1% | 4,262 | $463K |
| MCF Advisors LLC | 0.04% | No change | 4,248 | $462K |
| Advisors Capital Management, LLC | 0.01% | No change | 4,232 | $460K |
| Quantinno Capital Management LP | 0.01% | Add +31.0% | 4,226 | $459K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -4.5% | 4,208 | $457K |
| Pacific Sun Financial Corp | 0.27% | Reduce -0.9% | 4,179 | $454K |
| Brooks, Moore & Associates, Inc. | 0.29% | Add +8.5% | 4,166 | $453K |
| Eley Financial Management, Inc | 0.19% | Reduce -0.7% | 4,161 | $452K |
| Johnson Investment Counsel Inc. | 0.00% | Add +87.8% | 4,108 | $447K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +2.8% | 4,096 | $445K |
| TrinityPoint Wealth, LLC | 0.07% | Add +0.1% | 4,088 | $444K |
| Hengehold Capital Management LLC | 0.05% | Add +0.2% | 4,075 | $443K |
| Eagle Strategies LLC | 0.08% | Reduce -78.0% | 4,068 | $442K |
| Trust Point Inc. | 0.04% | No change | 4,068 | $442K |
| Ameritas Advisory Services, LLC | 0.02% | Add +0.9% | 4,018 | $437K |
| Interchange Capital Partners, LLC | 0.16% | Add +24.8% | 4,010 | $436K |
| Meridian Management Co. | 0.12% | No change | 4,000 | $435K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +29.9% | 3,984 | $433K |
| Fort Sheridan Advisors LLC | 0.07% | Add +0.5% | 3,980 | $433K |
| Madison Wealth Partners, Inc | 0.15% | Add +2.3% | 3,937 | $428K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -20.6% | 3,925 | $427K |
| PBMares Wealth Management LLC | 0.10% | Reduce -3.6% | 3,925 | $427K |
| Independent Wealth Network Inc. | 0.20% | Reduce -23.0% | 3,907 | $425K |
| Summit Wealth & Retirement Planning, Inc. | 0.14% | No change | 3,898 | $424K |
| GYL Financial Synergies, LLC | 0.03% | No change | 3,860 | $420K |
| Flputnam Investment Management Co. | 0.01% | New | 3,825 | $416K |
| Naples Global Advisors, LLC | 0.04% | Reduce -5.2% | 3,807 | $414K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.1% | 3,590 | $412K |
| Zullo Investment Group, Inc. | 0.18% | No change | 3,750 | $408K |
| Roman Butler Fullerton & Co. | 0.13% | Reduce -8.2% | 3,724 | $404K |
| Trust Co | 0.05% | No change | 3,685 | $401K |
| Tsfg, LLC | 0.09% | No change | 3,666 | $398K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -3.7% | 3,638 | $395K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -6.5% | 3,634 | $395K |
| Brookstone Capital Management | 0.01% | Reduce -9.2% | 3,476 | $394K |
| Firestone Capital Management | 0.11% | No change | 3,600 | $391K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 3,586 | $390K |
| Greenline Partners, LLC | 0.06% | No change | 3,496 | $379K |
| Kitching Partners, LLC | 0.69% | Add +0.9% | 3,487 | $379K |
| Magnolia Capital Advisors LLC | 0.21% | Add +11.1% | 3,476 | $378K |
| Cypress Wealth Services, LLC | 0.08% | No change | 3,475 | $378K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 3,466 | $377K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -0.1% | 3,443 | $374K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.02% | New | 3,443 | $374K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -90.7% | 3,436 | $373K |
| Vicus Capital | 0.03% | Add +6.8% | 3,433 | $373K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -13.6% | 3,406 | $370K |
| Capital Analysts, LLC | 0.02% | No change | 3,381 | $368K |
| Hilltop Holdings Inc. | 0.04% | Add +20.6% | 3,370 | $366K |
| Mgo One Seven LLC | 0.02% | Reduce -24.1% | 3,369 | $366K |
| Smith, Moore & Co. | 0.04% | Reduce -0.5% | 3,369 | $366K |
| Hanover Advisors Inc. | 0.16% | No change | 3,350 | $364K |
| Sykon Capital LLC | 0.14% | Reduce -4.4% | 3,347 | $364K |
| Greytown Advisors Inc. | 0.21% | Reduce -19.9% | 3,337 | $363K |
| WBH Advisory Inc. | 0.04% | Reduce -3.7% | 3,326 | $362K |
| Modera Wealth Management, LLC | 0.01% | No change | 3,323 | $361K |
| Sageworth Trust Co | 0.02% | New | 3,321 | $361K |
| Meridian Wealth Management, LLC | 0.04% | New | 3,310 | $360K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -5.5% | 3,298 | $358K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -71.8% | 3,284 | $357K |
| Perennial Investment Advisors, LLC | 0.05% | No change | 3,226 | $351K |
| D. E. Shaw & Co. | 0.00% | Reduce -35.3% | 3,212 | $349K |
| Atwater Malick LLC | 0.12% | No change | 3,203 | $348K |
| Hancock Whitney Corp. | 0.01% | New | 3,200 | $348K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 3,182 | $346K |
| JFS Wealth Advisors, LLC | 0.03% | Reduce -1.5% | 3,157 | $343K |
| TNF LLC | 0.13% | Reduce -4.8% | 3,054 | $342K |
| Carmichael Hill & Associates, Inc. | 0.14% | Add +0.1% | 3,123 | $339K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +0.4% | 3,122 | $339K |
| Bank of Nova Scotia | 0.00% | Add +44.5% | 3,116 | $339K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 3,097 | $337K |
| New England Private Wealth Advisors LLC | 0.06% | No change | 3,077 | $335K |
| Human Investing LLC | 0.06% | Add +0.3% | 3,057 | $332K |
| Citizens National Bank Trust Department | 0.07% | No change | 3,025 | $329K |
| Family Capital Trust Co | 0.11% | No change | 3,000 | $326K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.4% | 2,978 | $324K |
| WealthShield Partners, LLC | 0.05% | Add +3.6% | 2,956 | $321K |
| Barrett & Company, Inc. | 0.15% | Add +0.4% | 2,949 | $321K |
| Means Investment Co., Inc. | 0.04% | Add +0.9% | 2,937 | $319K |
| Monterey Private Wealth, Inc. | 0.12% | Add +0.2% | 2,935 | $319K |
| Continuum Advisory, LLC | 0.05% | Add +9.1% | 2,925 | $318K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -26.4% | 2,911 | $316K |
| David J Yvars Group | 0.20% | Add +0.5% | 2,910 | $316K |
| Gen-Wealth Partners Inc | 0.15% | No change | 2,904 | $316K |
| Brighton Jones LLC | 0.01% | New | 2,886 | $314K |
| HCR Wealth Advisors | 0.04% | No change | 2,885 | $314K |
| Millennium Management | 0.00% | New | 2,872 | $312K |
| Vertex Planning Partners, LLC | 0.08% | No change | 2,859 | $311K |
| CFM Wealth Partners LLC | 0.06% | No change | 2,836 | $308K |
| Ascent Group, LLC | 0.02% | Reduce -6.9% | 2,805 | $305K |
| Fermata Advisors, LLC | 0.07% | Reduce -9.6% | 2,772 | $301K |
| Everpar Advisors LLC | 0.15% | Add +9.8% | 2,764 | $300K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +23.5% | 2,767 | $300K |
| Woodward Diversified Capital, LLC | 0.18% | New | 2,756 | $300K |
| Miller Howard Investments Inc. | 0.01% | New | 2,744 | $298K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 2,734 | $297K |
| Indiana Trust & Investment Management Co | 0.11% | Add +57.4% | 2,708 | $294K |
| Mather Group, Llc. | 0.00% | Add +254.1% | 2,670 | $294K |
| Fernwood Investment Management, LLC | 0.09% | No change | 2,701 | $294K |
| NWF Advisory Services Inc. | 0.05% | No change | 2,699 | $293K |
| Birchcreek Wealth Management, LLC | 0.16% | Reduce -1.8% | 2,683 | $292K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.7% | 2,681 | $291K |
| TrueWealth Advisors, LLC | 0.11% | No change | 2,643 | $287K |
| Uptick Partners, LLC | 0.22% | No change | 2,603 | $287K |
| HBW Advisory Services LLC | 0.05% | Add +0.3% | 2,633 | $286K |
| Assetmark, Inc. | 0.00% | New | 2,619 | $285K |
| Zions Bancorporation, N.A. | 0.02% | No change | 2,615 | $284K |
| Sfmg, LLC | 0.02% | Add +0.8% | 2,601 | $283K |
| WealthBridge Capital Management, LLC | 0.09% | Add +0.3% | 2,596 | $282K |
| Alpha Financial Partners LLC | 0.24% | Reduce -72.2% | 2,585 | $281K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -5.3% | 2,587 | $281K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -35.2% | 2,584 | $281K |
| Latitude Advisors, LLC | 0.17% | Reduce -13.0% | 2,582 | $281K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -27.0% | 2,582 | $281K |
| Lodestar Private Asset Management LLC | 0.04% | Add +6.1% | 2,571 | $279K |
| Valued Retirements, Inc. | 0.42% | Add +0.2% | 2,565 | $279K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -17.2% | 2,544 | $277K |
| Wintrust Investments LLC | 0.02% | Add +6.3% | 2,541 | $276K |
| Lowe Wealth Advisors, LLC | 0.13% | Reduce -4.5% | 2,535 | $276K |
| Financial Insights, Inc. | 0.08% | No change | 2,527 | $275K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 2,515 | $273K |
| Kathmere Capital Management, LLC | 0.03% | New | 2,500 | $272K |
| Wambolt & Associates, LLC | 0.08% | Reduce -5.9% | 2,500 | $271K |
| Consilio Wealth Advisors, LLC | 0.12% | No change | 2,435 | $265K |
| Glen Eagle Advisors, LLC | 0.05% | No change | 2,419 | $263K |
| Visionary Wealth Advisors | 0.02% | Reduce -22.3% | 2,415 | $262K |
| Steel Grove Capital Advisors, LLC | 0.04% | Reduce -57.3% | 2,410 | $262K |
| Hoylecohen, LLC | 0.02% | No change | 2,405 | $261K |
| Arete Wealth Advisors, LLC | 0.02% | New | 2,394 | $260K |
| 1834 Investment Advisors Co. | 0.03% | Add +6.5% | 2,383 | $259K |
| Sterling Investment Advisors LLC | 0.16% | No change | 2,365 | $257K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.2% | 2,365 | $257K |
| Aspiriant, LLC | 0.01% | No change | 2,314 | $252K |
| Founders Financial Securities LLC | 0.02% | Add +16.1% | 2,313 | $251K |
| Tiaa Trust, National Association | 0.00% | Add +6.1% | 2,301 | $250K |
| Hixon Zuercher, LLC | 0.11% | No change | 2,294 | $249K |
| Cascade Financial Partners, LLC | 0.03% | No change | 2,280 | $248K |
| BBR Partners, LLC | 0.02% | Reduce -8.1% | 2,245 | $244K |
| Pettinga Financial Advisors LLC | 0.06% | Reduce -1.8% | 2,240 | $243K |
| Gradient Investments LLC | 0.01% | No change | 2,225 | $242K |
| Wesbanco Bank Inc. | 0.01% | Reduce -57.6% | 2,204 | $240K |
| Verdence Capital Advisors LLC | 0.02% | New | 2,197 | $239K |
| United Capital Management of KS, Inc. | 0.05% | Add +8.9% | 2,147 | $233K |
| International Assets Investment Management, LLC | 0.02% | Reduce -0.8% | 2,101 | $228K |
| Concorde Asset Management, LLC | 0.14% | Reduce -40.0% | 2,100 | $228K |
| Capital CS Group, LLC | 0.26% | New | 2,095 | $228K |
| WNY Asset Management, LLC | 0.03% | Reduce -98.7% | 2,090 | $227K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -52.5% | 2,088 | $227K |
| UMB Bank, n.a. | 0.00% | No change | 2,080 | $226K |
| Crescent Grove Advisors, LLC | 0.02% | Reduce -4.3% | 2,057 | $224K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -4.3% | 2,050 | $223K |
| Marcum Wealth, LLC | 0.02% | No change | 2,043 | $222K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -18.6% | 2,035 | $221K |
| Focus Partners Advisor Solutions, LLC | 0.01% | No change | 2,030 | $221K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 2,028 | $220K |
| Marino, Stram & Associates LLC | 0.05% | Reduce -8.7% | 2,021 | $220K |
| Strategies Wealth Advisors, LLC | 0.03% | No change | 2,010 | $219K |
| Childress Capital Advisors, LLC | 0.06% | No change | 2,000 | $217K |
| Marshall Financial Group, LLC | 0.06% | New | 2,000 | $217K |
| Renaissance Technologies | 0.00% | Reduce -95.5% | 2,000 | $217K |
| SOL Capital Management CO | 0.03% | Reduce -31.0% | 2,000 | $217K |
| Clayton Financial Group LLC | 0.09% | No change | 1,964 | $216K |
| High Falls Advisors, Inc | 0.05% | Reduce -10.6% | 1,982 | $215K |
| Stonegate Investment Group, LLC | 0.01% | No change | 1,980 | $215K |
| Covenant Asset Management, LLC | 0.05% | Reduce -2.8% | 1,960 | $213K |
| Liberty Wealth Management LLC | 0.04% | Reduce -1.3% | 1,971 | $212K |
| Chemistry Wealth Management LLC | 0.05% | No change | 1,950 | $212K |
| Beacon Financial Group | 0.02% | Add +3.7% | 1,949 | $212K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | Reduce -0.1% | 1,943 | $211K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 1,931 | $210K |
| Moors & Cabot, Inc. | 0.01% | Reduce -3.1% | 1,919 | $209K |
| Criterion Capital Advisors, LLC | 0.13% | Add +0.2% | 1,915 | $208K |
| New Republic Capital, LLC | 0.10% | Reduce -32.3% | 1,910 | $208K |
| Smithbridge Asset Management Inc. | 0.04% | Add +0.3% | 1,909 | $208K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -7.7% | 1,908 | $207K |
| Edgestream Partners, L.P. | 0.01% | New | 1,906 | $207K |
| GC Wealth Management RIA, LLC | 0.04% | No change | 1,897 | $206K |
| Bleakley Financial Group, LLC | 0.01% | No change | 1,890 | $205K |
| Simplicity Wealth,LLC | 0.00% | No change | 1,890 | $205K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 1,884 | $205K |
| Kades & Cheifetz LLC | 0.13% | Add +3.3% | 1,879 | $204K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -2.5% | 1,845 | $201K |
| Maia Wealth LLC | 0.06% | — | 1,816 | $200K |
| Clearstead Trust, LLC | 0.05% | Add +0.8% | 1,787 | $194K |
| Whittier Trust Co. | 0.00% | Reduce -36.8% | 1,754 | $191K |
| Lanark Financial, Inc. | 0.02% | Add +61.2% | 1,623 | $176K |
| Nemes Rush Group LLC | 0.02% | New | 1,588 | $173K |
| Register Financial Advisors LLC | 0.09% | Add +21.7% | 1,550 | $168K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +4.6% | 1,499 | $163K |
| Aptus Capital Advisors, LLC | 0.00% | Add +12.1% | 1,492 | $162K |
| Tyler-Stone Wealth Management | 0.07% | Add +0.1% | 1,488 | $162K |
| WR Wealth Planners, LLC | 0.05% | Add +26.7% | 1,461 | $159K |
| Front Row Advisors LLC | 0.05% | Reduce -6.5% | 1,433 | $156K |
| ICA Group Wealth Management, LLC | 0.09% | Reduce -90.0% | 1,400 | $152K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +40.0% | 1,329 | $145K |
| Valley National Advisers Inc. | 0.02% | No change | 1,315 | $142K |
| Signature Resources Capital Management, LLC | 0.11% | No change | 1,253 | $136K |
| CVA Family Office, LLC | 0.02% | Reduce -63.4% | 1,248 | $136K |
| Colonial Trust Co / SC | 0.02% | Reduce -26.8% | 1,227 | $133K |
| Paladin Advisory Group, LLC | 0.10% | Reduce -2.0% | 1,189 | $129K |
| Banque Cantonale Vaudoise | 0.01% | No change | 1,170 | $127K |
| Manchester Capital Management LLC | 0.02% | No change | 1,166 | $127K |
| Centaurus Financial, Inc. | 0.01% | Add +8.4% | 1,160 | $126K |
| Community Bank, N.A. | 0.02% | Add +14.6% | 1,100 | $120K |
| Private Ocean, LLC | 0.01% | Add +0.8% | 1,063 | $116K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -11.7% | 1,062 | $115K |
| Rain Capital Management, LLC | 0.08% | Reduce -10.3% | 1,034 | $114K |
| Centerpoint Advisors, LLC | 0.04% | New | 1,000 | $109K |
| Colonial Trust Advisors | 0.01% | Reduce -7.0% | 962 | $105K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -2.6% | 950 | $103K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 948 | $103K |
| Larson Financial Group LLC | 0.01% | No change | 944 | $103K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -0.7% | 938 | $102K |
| Grand Wealth Management, LLC | 0.06% | No change | 918 | $100K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | No change | 908 | $99K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 880 | $96K |
| Planning Capital Management Corp | 0.06% | No change | 841 | $91K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 820 | $89K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.8% | 738 | $85K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.4% | 769 | $84K |
| Salem Investment Counselors Inc. | 0.00% | No change | 765 | $83K |
| Sandy Spring Bank | 0.00% | No change | 750 | $82K |
| LRI Investments, LLC | 0.01% | Reduce -50.7% | 720 | $78K |
| Rothschild Investment LLC | 0.01% | No change | 710 | $77K |
| North Star Investment Management Corp. | 0.01% | No change | 700 | $76K |
| First Personal Financial Services | 0.02% | No change | 693 | $75K |
| Hollencrest Capital Management | 0.00% | No change | 650 | $71K |
| Creative Financial Designs Inc. | 0.01% | Add +0.2% | 638 | $69K |
| Hobbs Group Advisors, LLC | 0.02% | — | 600 | $65K |
| Clear Investment Research, LLC | 0.08% | Reduce -9.8% | 586 | $64K |
| Glassman Wealth Services | 0.01% | Add +0.9% | 581 | $63K |
| Key Financial Inc | 0.01% | No change | 573 | $62K |
| True Wealth Design, LLC | 0.02% | No change | 572 | $62K |
| PSI Advisors, LLC | 0.02% | No change | 560 | $61K |
| Clear Point Advisors Inc. | 0.05% | Add +0.9% | 558 | $61K |
| Tidemark, LLC | 0.03% | Reduce -16.4% | 534 | $58K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -29.9% | 542 | $58K |
| Financial Connections Group, Inc. | 0.03% | No change | 508 | $55K |
| Montag A & Associates Inc. | 0.00% | New | 501 | $55K |
| Bokf, NA | 0.00% | No change | 500 | $54K |
| Coppell Advisory Solutions LLC | 0.01% | — | 475 | $52K |
| Stephens Consulting, LLC | 0.01% | Reduce -33.0% | 474 | $52K |
| Compass Wealth Management LLC | 0.01% | No change | 444 | $48K |
| Hantz Financial Services, Inc. | 0.00% | New | 440 | $48K |
| First Community Trust NA | 0.04% | No change | 435 | $47K |
| Gables Capital Management Inc. | 0.02% | No change | 415 | $45K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -18.8% | 403 | $45K |
| MGB Wealth Management, LLC | 0.02% | No change | 400 | $44K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.5% | 397 | $43K |
| Syntax Research, Inc. | 0.03% | Reduce -93.5% | 386 | $42K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 375 | $41K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 356 | $39K |
| Russell Investments Group, Ltd. | 0.00% | No change | 355 | $39K |
| Caitlin John, LLC | 0.03% | No change | 345 | $38K |
| AllSquare Wealth Management LLC | 0.02% | No change | 323 | $35K |
| M&R Capital Management Inc. | 0.01% | No change | 322 | $35K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 315 | $34K |
| Financial Management Professionals, Inc. | 0.00% | No change | 309 | $34K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Reduce -61.9% | 302 | $33K |
| Avalon Trust Co | 0.00% | No change | 300 | $33K |
| Chilton Capital Management LLC | 0.00% | New | 300 | $33K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 285 | $31K |
| CENTRAL TRUST Co | 0.00% | No change | 265 | $29K |
| Wetzel Investment Advisors, Inc. | 0.02% | No change | 255 | $28K |
| Bellevue Asset Management, LLC | 0.01% | No change | 250 | $27K |
| NFSG Corp | 0.01% | No change | 240 | $26K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 234 | $25K |
| Smartleaf Asset Management LLC | 0.00% | No change | 230 | $25K |
| City Holding Co. | 0.00% | Reduce -30.8% | 225 | $24K |
| Castleview Partners, LLC | 0.01% | New | 212 | $23K |
| Westside Investment Management, Inc. | 0.00% | No change | 189 | $21K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -36.5% | 174 | $19K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +10.0% | 165 | $18K |
| Global Trust Asset Management, LLC | 0.01% | No change | 159 | $17K |
| Brown Brothers Harriman & Co. | 0.00% | New | 148 | $16K |
| Lindbrook Capital, LLC | 0.00% | No change | 139 | $15K |
| Bangor Savings Bank | 0.00% | No change | 138 | $15K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 136 | $15K |
| Clarity Asset Management, Inc. | 0.01% | No change | 128 | $14K |
| Rakuten Securities, Inc. | 0.01% | Add +35.7% | 114 | $12K |
| Eukles Asset Management | 0.01% | No change | 113 | $12K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 92 | $10K |
| Venturi Wealth Management, LLC | 0.00% | New | 91 | $10K |
| 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% | No change | 58 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 56 | $6K |
| Pathway Financial Advisers, LLC | 0.00% | Add +2.0% | 52 | $6K |
| PrairieView Partners, LLC | 0.00% | No change | 53 | $5K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 37 | $4K |
| Sound Income Strategies, LLC | 0.00% | Reduce -91.3% | 34 | $4K |
| Princeton Global Asset Management LLC | 0.00% | No change | 32 | $3K |
| Silicon Valley Capital Partners | 0.00% | No change | 31 | $3K |
| Avion Wealth | 0.00% | No change | 29 | $3K |
| Triad Wealth Partners, LLC | 0.00% | New | 22 | $2K |
| Gould Capital, LLC | 0.00% | New | 18 | $2K |
| Eagle Bay Advisors LLC | 0.00% | No change | 18 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 16 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 14 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 10 | $1K |
| Heck Capital Advisors, LLC | 0.00% | No change | 8 | $815 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 5 | $544 |
| Voisard Asset Management Group, Inc. | 0.00% | New | 5 | $544 |
| Bogart Wealth, LLC | 0.00% | No change | 3 | $326 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -73.1% | 217 | $88 |
"% 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.