iShares Core High Dividend EHDVETF
13F holders, Q3 2024 (September 30)736holders +31
74new positions
44sold out
3famous investors
$117.01avg. 13F price*
At the end of Q3 2024, 736 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings, up 31 from Q2 2024. 74 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($538.5M), Envestnet Asset Management Inc. ($410.3M) and Morgan Stanley ($368.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $239.6M |
| Exits | 44 | $17.0M |
All 13F filers, Q2 2024 → Q3 2024: 7,743,326 shares bought and 1,356,216 shares sold, net +6,387,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 736 holders
| Bank of America Corp. | 0.05% | Reduce -1.3% | 4,578,015 | $538.5M |
| Envestnet Asset Management Inc. | 0.13% | Add +385.9% | 3,487,985 | $410.3M |
| Morgan Stanley | 0.03% | Add +1.8% | 3,134,401 | $368.7M |
| Meiji Yasuda Life Insurance Co | 6.55% | No change | 3,008,172 | $353.8M |
| LPL Financial LLC | 0.12% | Add +13.7% | 2,236,027 | $263.0M |
| UBS Group AG | 0.05% | Add +0.5% | 1,512,024 | $177.8M |
| Wells Fargo & Company | 0.03% | Add +0.7% | 1,192,419 | $140.3M |
| Royal Bank of Canada | 0.03% | Reduce -3.0% | 1,190,840 | $140.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.0% | 1,109,383 | $130.5M |
| Clark Capital Management Group, Inc. | 0.88% | New | 1,088,717 | $128.1M |
| Securian Asset Management, Inc. | 2.91% | Reduce -4.0% | 857,702 | $100.9M |
| Commonwealth Equity Services, LLC | 0.14% | Add +0.9% | 795,914 | $93.6M |
| M&T Bank Corp | 0.28% | Add +1.5% | 725,191 | $85.3M |
| Janney Montgomery Scott LLC | 0.22% | Add +2.5% | 680,602 | $80.1M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +8.2% | 609,860 | $71.7M |
| Truist Financial Corp. | 0.11% | Reduce -8.3% | 595,725 | $70.1M |
| BlackRock, Inc. | 0.00% | — | 561,670 | $66.1M |
| FMR LLC | 0.00% | Add +1.7% | 550,464 | $64.7M |
| Ameriprise Financial Inc. | 0.02% | Add +13.7% | 500,290 | $58.9M |
| Orion Porfolio Solutions, LLC | 0.56% | Add +372.6% | 479,666 | $56.4M |
| Orion Portfolio Solutions, LLC | 0.56% | Add +372.6% | 479,666 | $56.4M |
| LBMC Investment Advisors, LLC | 4.32% | Add +0.0% | 464,993 | $54.7M |
| Cetera Investment Advisers | 0.12% | Add +40.1% | 451,913 | $53.2M |
| Osaic Holdings, Inc. | 0.12% | Add +70.0% | 440,151 | $51.8M |
| Townsend & Associates, Inc | 4.54% | Add +1.8% | 371,945 | $44.3M |
| MML Investors Services, LLC | 0.14% | Add +11.7% | 336,677 | $39.6M |
| Mariner, LLC | 0.07% | Add +0.6% | 318,289 | $37.4M |
| Alliancebernstein L.P. | 0.01% | Add +15.0% | 300,611 | $35.4M |
| CVS HEALTH Corp | 13.95% | No change | 273,110 | $32.1M |
| Steward Partners Investment Advisory, LLC | 0.30% | Add +0.4% | 272,193 | $32.0M |
| Raymond James & Associates | 0.02% | Add +1.7% | 266,194 | $31.3M |
| Regimen Wealth, LLC | 10.08% | Add +0.7% | 264,975 | $31.2M |
| Atria Wealth Solutions, Inc. | 0.34% | Add +17.5% | 264,642 | $31.1M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -7.9% | 258,144 | $30.4M |
| Jones Financial Companies LLLP | 0.03% | Add +59.8% | 251,625 | $29.5M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -0.2% | 245,873 | $28.9M |
| BNP Paribas Financial Markets | 0.03% | Add +24.7% | 245,200 | $28.8M |
| NSI Retail Advisors, LLC | 4.04% | New | 230,900 | $27.2M |
| CSM Advisors, LLC | 1.77% | New | 230,900 | $27.2M |
| Creative Planning | 0.02% | Add +0.5% | 210,085 | $24.7M |
| Waverly Advisors, LLC | 0.44% | Add +11.3% | 203,481 | $23.9M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -2.6% | 198,858 | $23.4M |
| Beam Wealth Advisors, Inc. | 7.05% | Add +1.2% | 197,716 | $23.3M |
| Principal Securities, Inc. | 0.55% | Add +705.5% | 192,255 | $22.6M |
| DAVENPORT & Co LLC | 0.13% | Add +6.3% | 189,583 | $22.3M |
| Comerica Bank | 0.09% | Reduce -1.9% | 188,814 | $22.2M |
| Simmons Bank | 1.56% | Reduce -2.1% | 182,726 | $21.5M |
| Wharton Business Group, LLC | 0.91% | Reduce -22.5% | 171,822 | $20.2M |
| Mercer Global Advisors Inc. | 0.05% | Add +1.3% | 164,950 | $19.5M |
| VAUGHAN & Co SECURITIES, INC. | 10.90% | Reduce -0.1% | 157,264 | $18.5M |
| Stifel Financial Corp. | 0.02% | Reduce -0.4% | 153,656 | $18.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.74% | Add +70.5% | 153,385 | $18.0M |
| Kohmann Bosshard Financial Services, LLC | 2.24% | Add +2.1% | 153,322 | $18.0M |
| HighTower Advisors, LLC | 0.03% | Add +26.2% | 152,581 | $18.0M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -3.8% | 152,311 | $17.9M |
| HB Wealth Management, LLC | 0.19% | Add +16.9% | 151,660 | $17.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.2% | 136,898 | $16.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -5.5% | 135,130 | $15.9M |
| Sweeney & Michel, LLC | 6.26% | Reduce -2.9% | 133,052 | $15.9M |
| Focus Partners Wealth | 0.05% | Add +2793.3% | 214,364 | $14.8M |
| Avantax Advisory Services, Inc. | 0.09% | Add +0.3% | 115,742 | $13.6M |
| Private Advisor Group, LLC | 0.08% | Add +5.4% | 114,629 | $13.5M |
| Kapstone Financial Advisors LLC | 7.45% | Reduce -0.2% | 104,883 | $12.3M |
| Global Strategic Investment Solutions, LLC | 1.42% | Add +0.7% | 103,611 | $12.2M |
| Lantz Financial LLC | 3.12% | Add +1.8% | 98,110 | $11.5M |
| Susquehanna International Group, LLP | 0.02% | Add +90.0% | 97,357 | $11.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.4% | 96,052 | $11.3M |
| Graypoint LLC | 0.71% | Reduce -1.1% | 94,053 | $11.1M |
| Advisory Services Network, LLC | 0.23% | No change | 101,020 | $11.0M |
| Captrust Financial Advisors | 0.03% | Reduce -1.4% | 91,631 | $10.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -6.4% | 90,643 | $10.7M |
| NTV Asset Management LLC | 1.42% | Reduce -0.4% | 90,034 | $10.6M |
| IFP Advisors, Inc | 0.37% | Add +20.7% | 87,906 | $10.3M |
| FAS Wealth Partners, Inc. | 0.77% | Add +0.9% | 81,985 | $9.6M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +443.9% | 81,970 | $9.6M |
| Wealthspire Advisors, LLC | 0.10% | Add +2.1% | 81,504 | $9.6M |
| Beaumont Financial Advisors, LLC | 0.74% | Reduce -1.2% | 80,534 | $9.5M |
| Gunma Bank,Ltd. | 3.82% | New | 79,000 | $9.3M |
| Federated Hermes, Inc. | 0.02% | Add +522.3% | 76,244 | $9.0M |
| Atria Investments, Inc | 0.11% | Reduce -4.3% | 75,222 | $8.8M |
| Regions Financial Corp. | 0.06% | Reduce -0.9% | 74,925 | $8.8M |
| Smithfield Trust Co | 0.43% | Reduce -0.2% | 74,698 | $8.8M |
| Bank of Montreal | 0.00% | Reduce -0.0% | 74,353 | $8.7M |
| Glenmede Trust Co. NA | 0.04% | Add +4.7% | 73,084 | $8.6M |
| Corient Private Wealth LP | 0.01% | Add +238.5% | 69,880 | $8.2M |
| Citizens Financial Group Inc. | 0.17% | Add +48.3% | 69,810 | $8.2M |
| Financial Perspectives, Inc | 2.81% | Add +0.7% | 68,912 | $8.1M |
| Allianz Asset Management GmbH | 0.01% | New | 67,900 | $8.0M |
| Gallagher Fiduciary Advisors, LLC | 1.58% | Reduce -6.8% | 66,369 | $7.8M |
| Cwm, LLC | 0.03% | Add +9.7% | 66,144 | $7.8M |
| Advus Financial Partners, LLC | 2.22% | Reduce -0.6% | 66,066 | $7.8M |
| Franklin Resources Inc. | 0.00% | Add +2.6% | 61,085 | $7.3M |
| Lido Advisors, LLC | 0.05% | Reduce -4.6% | 60,521 | $7.1M |
| Sigma Planning Corp | 0.21% | Add +12.7% | 58,371 | $6.9M |
| Level Four Advisory Services, LLC | 0.27% | Reduce -1.2% | 54,335 | $6.4M |
| Prudential Financial Inc. | 0.01% | Add +311.3% | 53,340 | $6.3M |
| Cowa, LLC | 2.95% | Reduce -9.5% | 52,673 | $6.2M |
| Sowa Financial Group, Inc. | 3.74% | Reduce -8.0% | 50,335 | $5.9M |
| Kentucky Farm Bureau Mutual Insurance Co | 1.27% | No change | 50,000 | $5.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.2% | 48,904 | $5.8M |
| Advisor OS, LLC | 0.57% | Add +2.9% | 48,837 | $5.7M |
| MJP Associates Inc. | 1.07% | Add +3.4% | 48,014 | $5.6M |
| Global Retirement Partners, LLC | 0.17% | Add +1.4% | 46,999 | $5.5M |
| Sanctuary Advisors, LLC | 0.03% | Add +8.9% | 45,366 | $5.5M |
| Forefront Analytics, LLC | 2.53% | Reduce -6.1% | 45,615 | $5.4M |
| Janney Capital Management LLC | 0.36% | Reduce -2.0% | 45,329 | $5.3M |
| Essex Private Wealth Management, LLC | 12.40% | Add +3.4% | 44,780 | $5.3M |
| Gray Private Wealth, LLC | 3.15% | Add +2.5% | 44,760 | $5.3M |
| Foundry Financial Group, Inc. | 3.28% | Reduce -3.4% | 44,655 | $5.3M |
| Cerity Partners LLC | 0.01% | Add +4.4% | 43,834 | $5.2M |
| Maltin Wealth Management, Inc. | 2.50% | Add +6.4% | 43,699 | $5.1M |
| SigFig Wealth Management, LLC | 0.18% | New | 42,779 | $5.0M |
| Summit Wealth Partners, LLC | 0.94% | Add +0.1% | 41,501 | $4.9M |
| Embree Financial Group | 0.87% | Reduce -4.0% | 41,387 | $4.9M |
| Cibc World Market Inc. | 0.01% | Add +1.9% | 41,228 | $4.8M |
| American State Bank (Iowa) | 2.88% | Add +3.8% | 40,334 | $4.7M |
| Houlihan Financial Resource Group, Ltd. | 1.96% | Add +0.1% | 40,281 | $4.7M |
| Nuveen Asset Management, LLC | 0.00% | New | 38,650 | $4.5M |
| Sunbelt Securities, Inc. | 0.45% | Add +16.7% | 38,646 | $4.5M |
| Blair William & Co. | 0.01% | Reduce -2.7% | 38,551 | $4.5M |
| Farrow Financial, Inc. | 2.84% | Add +0.2% | 38,337 | $4.5M |
| Brandywine Oak Private Wealth LLC | 0.43% | Reduce -0.5% | 37,756 | $4.4M |
| Chatham Capital Group, Inc. | 0.72% | Reduce -0.1% | 37,363 | $4.4M |
| Strategic Family Wealth Counselors, L.L.C. | 1.52% | Add +25.4% | 37,042 | $4.4M |
| StoneX Group Inc. | 0.31% | Add +2.8% | 36,738 | $4.3M |
| Shulman DeMeo Asset Management LLC | 1.03% | Reduce -0.2% | 35,788 | $4.2M |
| Capital Advisors, Ltd. LLC | 0.52% | Reduce -2.1% | 35,440 | $4.2M |
| IHT Wealth Management, LLC | 0.12% | Reduce -0.7% | 34,948 | $4.1M |
| Atlas Private Wealth Advisors | 0.59% | Reduce -5.5% | 34,478 | $4.1M |
| Old National Bancorp | 0.09% | Reduce -0.6% | 34,055 | $4.0M |
| Independent Solutions Wealth Management, LLC | 0.90% | Reduce -2.6% | 33,840 | $4.0M |
| Nottingham Advisors, Inc. | 0.44% | Add +12.0% | 33,750 | $4.0M |
| Formidable Asset Management, LLC | 0.63% | Reduce -26.2% | 33,276 | $3.9M |
| Wolff Financial Management LLC | 1.06% | Reduce -0.6% | 33,094 | $3.9M |
| Cahill Financial Advisors Inc. | 0.53% | Reduce -0.3% | 33,081 | $3.9M |
| Centennial Wealth Advisory LLC | 1.50% | New | 32,602 | $3.8M |
| American Financial & Tax Strategies Inc. | 1.94% | Reduce -3.5% | 32,465 | $3.8M |
| Burke & Herbert Bank & Trust Co. | 0.89% | Reduce -1.4% | 32,415 | $3.8M |
| Keystone Financial Planning, Inc. | 1.14% | Add +0.1% | 32,022 | $3.8M |
| Jefferies Financial Group Inc. | 0.07% | Reduce -0.0% | 31,914 | $3.8M |
| Valeo Financial Advisors, LLC | 0.10% | Add +0.3% | 184,905 | $3.7M |
| Equitable Holdings, Inc. | 0.03% | Add +1.3% | 30,524 | $3.6M |
| Connecticut Wealth Management, LLC | 0.17% | No change | 30,315 | $3.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 30,200 | $3.6M |
| Baron Silver Stevens Financial Advisors, LLC | 0.62% | Reduce -7.3% | 30,165 | $3.5M |
| World Investment Advisors | 0.11% | New | 30,049 | $3.5M |
| NewEdge Advisors, LLC | 0.02% | Reduce -9.0% | 29,981 | $3.5M |
| Allen Investment Management, LLC | 0.04% | No change | 29,195 | $3.4M |
| Northeast Financial Consultants Inc | 0.15% | No change | 28,697 | $3.4M |
| Cooper Financial Group | 0.42% | Reduce -6.2% | 27,811 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.14% | Add +0.5% | 27,405 | $3.2M |
| &partners | 0.06% | Add +10.2% | 27,970 | $3.2M |
| IFG Advisory, LLC | 0.20% | Add +5.9% | 26,774 | $3.1M |
| Godsey & Gibb, Inc. | 0.30% | Add +3.9% | 26,558 | $3.1M |
| Park Avenue Securities LLC | 0.04% | Add +175.5% | 26,485 | $3.1M |
| CRA Financial Services, LLC | 0.57% | Reduce -1.6% | 26,225 | $3.1M |
| Bernardo Wealth Planning LLC | 0.74% | Reduce -1.2% | 25,672 | $3.1M |
| Arkadios Wealth Advisors | 0.17% | Reduce -3.0% | 25,853 | $3.0M |
| Frisch Financial Group, Inc. | 0.91% | Reduce -11.6% | 25,699 | $3.0M |
| High Net Worth Advisory Group LLC | 0.84% | Add +6.7% | 25,511 | $3.0M |
| Morton Brown Family Wealth, LLC | 1.04% | Reduce -0.7% | 24,943 | $2.9M |
| Mayflower Financial Advisors, LLC | 0.44% | Reduce -0.5% | 24,826 | $2.9M |
| KOM Wealth Management Group, LLC | 2.43% | Add +2.9% | 24,821 | $2.9M |
| AtlasMark Financial, Inc | 2.71% | — | 24,800 | $2.9M |
| AE Wealth Management LLC | 0.03% | Add +19.4% | 24,697 | $2.9M |
| Jackson Wealth Management, LLC | 0.35% | Add +70.7% | 24,641 | $2.9M |
| FC Advisory LLC | 0.97% | Add +0.1% | 24,624 | $2.9M |
| Summit X, LLC | 0.70% | Reduce -4.8% | 26,382 | $2.9M |
| Ellis Investment Partners, LLC | 0.55% | Reduce -0.8% | 23,957 | $2.8M |
| National Bank of Canada | 0.00% | Add +4.1% | 23,824 | $2.8M |
| Auto-Owners Insurance Co | 0.07% | No change | 23,800 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.0% | 23,638 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +11.6% | 23,231 | $2.7M |
| WCG Wealth Advisors LLC | 0.18% | Reduce -1.5% | 23,123 | $2.7M |
| Townsquare Capital LLC | 0.03% | Reduce -14.1% | 22,123 | $2.6M |
| Cora Capital Advisors LLC | 1.25% | Reduce -0.1% | 21,575 | $2.5M |
| Klingman & Associates, LLC | 0.16% | Add +0.0% | 21,297 | $2.5M |
| Lane & Associates LLC | 1.36% | Add +10.1% | 21,193 | $2.5M |
| Arax Advisory Partners | 0.22% | Add +97.7% | 21,179 | $2.5M |
| EP Wealth Advisors, LLC | 0.02% | Add +70.8% | 20,853 | $2.5M |
| Sowell Financial Services LLC | 0.11% | Reduce -9.5% | 20,792 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.0% | 20,348 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -14.9% | 20,275 | $2.4M |
| Scotia Capital Inc. | 0.01% | Reduce -51.0% | 20,019 | $2.4M |
| Goldstone Financial Group, LLC | 0.41% | Reduce -0.1% | 19,953 | $2.3M |
| Wealth Management Associates, Inc. | 1.02% | Add +1.0% | 19,809 | $2.3M |
| Norden Group LLC | 0.27% | New | 19,664 | $2.3M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Add +121.3% | 19,482 | $2.3M |
| Choreo, LLC | 0.03% | Reduce -0.2% | 18,759 | $2.2M |
| GSG Advisors LLC | 0.73% | Add +4.0% | 18,726 | $2.2M |
| Allworth Financial LP | 0.01% | Reduce -12.1% | 18,814 | $2.2M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Add +4.0% | 18,641 | $2.2M |
| TruNorth Capital Management, LLC | 0.64% | Reduce -9.7% | 18,487 | $2.2M |
| Stephens Inc. | 0.03% | Add +1.8% | 18,363 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -2.2% | 18,241 | $2.1M |
| Investment Advisory Group, LLC | 0.74% | Reduce -0.6% | 18,197 | $2.1M |
| Provenance Wealth Advisors, LLC | 0.27% | No change | 18,043 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +77.7% | 17,996 | $2.1M |
| Axxcess Wealth Management, LLC | 0.05% | Add +114.4% | 17,876 | $2.1M |
| Raelipskie Partnership | 1.00% | Add +1.3% | 17,505 | $2.1M |
| Transcend Capital Advisors, LLC | 0.14% | No change | 17,450 | $2.1M |
| AMG National Trust Bank | 0.06% | Reduce -47.9% | 17,278 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Add +9.6% | 17,144 | $2.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +3.3% | 17,044 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Add +0.3% | 16,666 | $2.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.06% | No change | 16,780 | $2.0M |
| Armstrong Advisory Group, Inc. | 0.16% | Add +10.3% | 16,760 | $2.0M |
| HFG Advisors, Inc. | 1.74% | Reduce -3.1% | 16,712 | $2.0M |
| Western Wealth Management, LLC | 0.11% | Reduce -1.7% | 16,693 | $2.0M |
| Moloney Securities Asset Management, LLC | 0.26% | Reduce -3.1% | 16,685 | $2.0M |
| Teamwork Financial Advisors, LLC | 0.27% | Reduce -40.0% | 16,511 | $1.9M |
| US Bancorp \de | 0.00% | Add +17.4% | 16,453 | $1.9M |
| Fifth Third Securities, Inc. | 0.18% | Reduce -1.1% | 16,401 | $1.9M |
| Bessemer Group Inc. | 0.00% | Reduce -2.9% | 16,363 | $1.9M |
| Onyx Bridge Wealth Group LLC | 0.29% | Add +0.9% | 16,297 | $1.9M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +0.8% | 16,281 | $1.9M |
| Regal Investment Advisors LLC | 0.13% | Reduce -25.1% | 16,181 | $1.9M |
| Woodstock Corp. | 0.18% | No change | 16,180 | $1.9M |
| Rehmann Capital Advisory Group | 0.12% | Reduce -0.1% | 15,511 | $1.8M |
| Ironwood Financial, llc | 0.38% | Add +4.3% | 15,467 | $1.8M |
| Walkner Condon Financial Advisors LLC | 0.37% | Reduce -0.8% | 15,329 | $1.8M |
| Ashton Thomas Securities, LLC | 0.35% | Add +8.3% | 15,270 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.6% | 15,264 | $1.8M |
| SOA Wealth Advisors, LLC. | 0.34% | Reduce -2.3% | 15,255 | $1.8M |
| Jaffetilchin Investment Partners, LLC | 0.14% | Add +3.8% | 15,199 | $1.8M |
| Ancora Advisors LLC | 0.04% | Add +1.1% | 15,093 | $1.8M |
| RDA Financial Network | 0.55% | Reduce -0.7% | 15,018 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +255.7% | 14,966 | $1.8M |
| Aft, Forsyth & Company, Inc. | 0.86% | Reduce -1.8% | 14,918 | $1.8M |
| Kingsview Wealth Management, LLC | 0.04% | Add +8.1% | 14,358 | $1.7M |
| Citadel Advisors | 0.00% | New | 14,349 | $1.7M |
| Court Place Advisors, LLC | 0.49% | Reduce -0.8% | 14,257 | $1.7M |
| Madden Advisory Services, Inc. | 0.77% | Add +5.6% | 14,255 | $1.7M |
| ProVise Management Group, LLC | 0.13% | Reduce -0.4% | 14,205 | $1.7M |
| Concord Wealth Partners | 0.27% | Add +6.4% | 13,918 | $1.6M |
| Synovus Financial Corp. | 0.02% | Add +0.5% | 13,881 | $1.6M |
| Jackson, Grant Investment Advisers, Inc. | 0.61% | Add +1.0% | 13,761 | $1.6M |
| Platte River Wealth Advisors, LLC | 0.43% | Add +2.8% | 13,759 | $1.6M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -1.4% | 13,571 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.12% | Add +0.2% | 13,559 | $1.6M |
| NCM Capital Management, LLC | 0.76% | Reduce -1.1% | 13,491 | $1.6M |
| Financial Advocates Investment Management | 0.09% | Add +7.6% | 13,377 | $1.6M |
| Ridgecrest Wealth Partners, LLC | 0.81% | Reduce -4.4% | 13,157 | $1.5M |
| Argent Trust Co | 0.06% | No change | 12,873 | $1.5M |
| Harbor Investment Advisory, LLC | 0.15% | Reduce -2.5% | 12,675 | $1.5M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -63.1% | 12,556 | $1.5M |
| Kensington Asset Management, LLC | 0.08% | Add +34.4% | 12,500 | $1.5M |
| 180 Wealth Advisors, LLC | 0.23% | Reduce -1.1% | 12,358 | $1.5M |
| Biondo Investment Advisors, LLC | 0.19% | Add +5.0% | 12,078 | $1.4M |
| CoreCap Advisors, LLC | 0.07% | Add +4.4% | 12,017 | $1.4M |
| Geneos Wealth Management Inc. | 0.05% | Add +230.4% | 12,006 | $1.4M |
| Red Door Wealth Management, LLC | 0.24% | No change | 12,000 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.20% | Add +0.8% | 11,973 | $1.4M |
| Patton Albertson Miller Group, LLC | 0.19% | Reduce -13.2% | 11,970 | $1.4M |
| Csenge Advisory Group | 0.07% | Add +0.1% | 11,811 | $1.4M |
| Cornerstone Advisors Asset Management, LLC | 0.31% | Add +1.0% | 11,905 | $1.4M |
| Krilogy Financial LLC | 0.10% | Reduce -2.5% | 11,833 | $1.4M |
| PFG Investments, LLC | 0.09% | Add +17.9% | 11,741 | $1.4M |
| Intrepid Financial Planning Group LLC | 0.59% | No change | 11,681 | $1.4M |
| Rakuten Investment Management, Inc. | 0.01% | Add +9.4% | 11,535 | $1.4M |
| Fiduciary Group, LLC | 0.14% | Reduce -3.3% | 11,474 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Reduce -5.0% | 11,413 | $1.3M |
| Wellspring Financial Advisors, LLC | 0.16% | Add +1.1% | 11,373 | $1.3M |
| First National Corp. /Ma/ | 0.30% | Add +4.0% | 11,357 | $1.3M |
| Quadcap Wealth Management, LLC | 0.21% | Reduce -5.4% | 11,291 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -3.2% | 11,287 | $1.3M |
| Pettyjohn, Wood & White, Inc. | 0.24% | Reduce -0.1% | 11,209 | $1.3M |
| Parsons Capital Management Inc. | 0.08% | No change | 11,160 | $1.3M |
| Raymond James Trust N.A. | 0.03% | Reduce -8.0% | 10,991 | $1.3M |
| 1900 Wealth Management LLC | 0.11% | Add +0.5% | 10,988 | $1.3M |
| Collaborative Wealth Managment Inc. | 0.58% | Add +0.3% | 10,924 | $1.3M |
| Lion Street Advisors, LLC | 0.45% | Add +11.6% | 10,872 | $1.3M |
| MV Capital Management, Inc. | 0.13% | Reduce -9.1% | 10,719 | $1.3M |
| Beacon Bank & Trust | 0.29% | Add +12.0% | 10,631 | $1.3M |
| Clifford Swan Investment Counsel LLC | 0.04% | No change | 10,523 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +3.0% | 10,497 | $1.2M |
| Litman Gregory Wealth Management LLC | 0.10% | No change | 10,355 | $1.2M |
| Kovack Advisors, Inc. | 0.13% | Add +1.7% | 10,196 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -2.1% | 10,100 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Add +1.0% | 10,122 | $1.2M |
| Avestar Capital, LLC | 0.13% | Reduce -1.0% | 10,100 | $1.2M |
| Weaver Consulting Group | 0.37% | Add +1.8% | 9,992 | $1.2M |
| NBT Bank, N.A. | 0.08% | Reduce -0.9% | 9,991 | $1.2M |
| Anchor Investment Management, LLC | 0.11% | Add +1.2% | 9,959 | $1.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.41% | Add +1.6% | 9,957 | $1.2M |
| JSF Financial, LLC | 0.34% | Add +1.0% | 9,803 | $1.2M |
| White Pine Capital LLC | 0.39% | Add +0.2% | 9,750 | $1.1M |
| Citigroup Inc. | 0.00% | Add +47.2% | 9,705 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +0.5% | 9,624 | $1.1M |
| Howe & Rusling Inc. | 0.10% | Reduce -3.9% | 9,605 | $1.1M |
| Colonial River Investments, LLC | 0.56% | New | 9,538 | $1.1M |
| Straight Path Wealth Management | 0.47% | Add +1.1% | 9,317 | $1.1M |
| Pinnacle Associates Ltd. | 0.02% | Add +13.1% | 10,720 | $1.1M |
| D'Orazio & Associates, Inc. | 0.15% | Reduce -23.3% | 9,085 | $1.1M |
| Archer Investment Corp | 0.29% | Add +1.3% | 9,068 | $1.1M |
| Compound Planning, Inc. | 0.07% | Add +30.5% | 9,058 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Add +1.4% | 9,027 | $1.1M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.39% | Reduce -4.2% | 8,989 | $1.1M |
| FinTrust Capital Advisors, LLC | 0.18% | Add +1.4% | 8,862 | $1.0M |
| Element Wealth, LLC | 0.55% | Reduce -8.0% | 8,785 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -0.1% | 8,773 | $1.0M |
| Merit Financial Group, LLC | 0.02% | Add +2.5% | 8,728 | $1.0M |
| Summit Investment Advisory Services, LLC | 0.54% | New | 8,649 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Reduce -1.7% | 8,581 | $1.0M |
| Sound View Wealth Advisors Group, LLC | 0.08% | Add +17.9% | 8,473 | $997K |
| Sunesis Advisors, LLC | 0.59% | No change | 8,383 | $986K |
| Hohimer Wealth Management, LLC | 0.21% | Reduce -20.9% | 8,280 | $974K |
| Romano Brothers and Company | 0.12% | Add +2.5% | 8,205 | $965K |
| Prospera Financial Services Inc | 0.02% | Add +15.0% | 8,169 | $962K |
| Deutsche Bank AG | 0.00% | Reduce -9.5% | 8,109 | $954K |
| Sage Financial Group Inc. | 0.08% | No change | 8,021 | $943K |
| Brown Advisory Inc. | 0.00% | Reduce -7.0% | 7,949 | $935K |
| Financial Counselors Inc. | 0.01% | Add +25.9% | 7,922 | $932K |
| First Heartland Consultants, Inc. | 0.10% | Add +3.4% | 7,910 | $930K |
| Apollon Financial, LLC | 0.27% | Reduce -2.5% | 7,890 | $928K |
| Patten Group, Inc. | 0.21% | Add +15.8% | 7,870 | $926K |
| Caldwell Trust Co | 0.10% | Reduce -2.5% | 7,868 | $925K |
| Van Hulzen Asset Management, LLC | 0.07% | Reduce -2.4% | 7,835 | $922K |
| New Century Financial Group, LLC | 0.33% | New | 7,755 | $912K |
| Claro Advisors Inc. | 0.12% | Reduce -9.3% | 7,749 | $911K |
| Northwest Bancshares, Inc. | 0.15% | Reduce -1.1% | 7,622 | $896K |
| Kelly Financial Services LLC | 0.33% | New | 7,572 | $891K |
| Collective Family Office LLC | 0.24% | Reduce -12.7% | 7,555 | $889K |
| Talisman Wealth Advisors LLC | 0.93% | No change | 7,561 | $886K |
| Amplius Wealth Advisors, LLC | 0.10% | No change | 7,455 | $877K |
| Thrive Capital Management, LLC | 0.41% | Reduce -14.3% | 7,439 | $875K |
| Wilmington Savings Fund Society, FSB | 0.02% | New | 7,432 | $874K |
| Soltis Investment Advisors LLC | 0.08% | Add +0.8% | 7,355 | $865K |
| Lanark Financial, Inc. | 0.07% | Add +351.4% | 7,327 | $861K |
| Wedbush Securities Inc. | 0.03% | Reduce -7.0% | 7,324 | $861K |
| Patten & Patten Inc. | 0.06% | Add +12.1% | 7,295 | $858K |
| Mosaic Family Wealth Partners, LLC | 0.13% | Reduce -18.5% | 7,236 | $851K |
| Private Trust Co. NA | 0.09% | Add +9.3% | 7,170 | $843K |
| Spire Wealth Management | 0.03% | Add +30.6% | 7,130 | $839K |
| NorthCoast Asset Management LLC | 0.01% | New | 7,096 | $835K |
| Cresta Advisors, Ltd. | 0.43% | Reduce -0.8% | 7,066 | $831K |
| WealthShield Partners, LLC | 0.11% | Add +137.1% | 7,010 | $824K |
| Investment Partners, LTD. | 0.34% | Add +0.3% | 6,890 | $810K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +30.0% | 6,731 | $803K |
| Integrated Advisors Network LLC | 0.04% | Reduce -4.3% | 6,449 | $759K |
| Sax Wealth Advisors, LLC | 0.07% | Add +0.0% | 6,435 | $757K |
| Philadelphia Trust Co. | 0.05% | No change | 6,417 | $755K |
| Jacobi Capital Management LLC | 0.06% | Add +0.1% | 6,398 | $752K |
| Savant Capital, LLC | 0.01% | Add +23.6% | 6,388 | $751K |
| Leavell Investment Management, Inc. | 0.04% | Add +2.4% | 6,371 | $749K |
| Tacita Capital Inc | 0.49% | No change | 6,355 | $747K |
| Inspirion Wealth Advisors, LLC | 0.10% | No change | 6,347 | $747K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 6,340 | $746K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -4.0% | 6,279 | $738K |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.7% | 6,246 | $735K |
| SouthState Bank Corp | 0.05% | Reduce -7.2% | 6,193 | $728K |
| Asset Dedication, LLC | 0.05% | Reduce -1.2% | 6,174 | $726K |
| Flagstar Securities, Inc. | 0.18% | Add +9.9% | 6,145 | $723K |
| Northern Trust Corp. | 0.00% | Add +32.4% | 6,137 | $722K |
| LongView Wealth Management | 0.23% | Reduce -1.4% | 6,135 | $722K |
| KFA Private Wealth Group, LLC | 0.34% | Reduce -12.8% | 6,133 | $721K |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.9% | 6,003 | $706K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.3% | 5,932 | $698K |
| Shira Ridge Wealth Management | 0.35% | Reduce -64.7% | 5,909 | $695K |
| RFG Advisory, LLC | 0.02% | Reduce -1.6% | 5,874 | $691K |
| Black Diamond Financial, LLC | 0.12% | No change | 5,865 | $690K |
| Curated Wealth Partners LLC | 0.09% | New | 5,844 | $687K |
| Morningstar Investment Services LLC | 0.01% | New | 5,775 | $676K |
| Pursue Wealth Partners LLC | 0.36% | No change | 5,666 | $666K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +4.9% | 5,642 | $664K |
| Sugarloaf Wealth Management, LLC | 0.11% | No change | 5,637 | $663K |
| JB Capital LLC | 0.04% | Reduce -21.1% | 5,614 | $660K |
| Albion Financial Group | 0.05% | Add +7.3% | 5,535 | $651K |
| Investment Partners Asset Management, Inc. | 0.53% | No change | 5,532 | $651K |
| LGL Partners, LLC | 0.09% | No change | 5,488 | $645K |
| Chapin Davis, Inc. | 0.21% | No change | 5,486 | $645K |
| Prosperity Consulting Group, LLC | 0.05% | New | 5,406 | $636K |
| Focus Financial Network, Inc. | 0.03% | Add +0.1% | 5,405 | $636K |
| Fiduciary Trust Co | 0.01% | New | 5,384 | $633K |
| Creekmur Asset Management LLC | 0.15% | Reduce -4.5% | 5,372 | $632K |
| Tectonic Advisors LLC | 0.04% | Reduce -1.9% | 5,364 | $631K |
| Johnson Investment Counsel Inc. | 0.01% | Add +30.0% | 5,340 | $628K |
| Pps&v Asset Management Consultants, Inc. | 0.43% | No change | 5,319 | $626K |
| GDS Wealth Management | 0.06% | Reduce -96.9% | 5,315 | $625K |
| Lazard Asset Management LLC | 0.00% | No change | 5,300 | $623K |
| Money Concepts Capital Corp. | 0.05% | Reduce -5.8% | 5,261 | $619K |
| Christensen, King & Associates Investment Services, Inc. | 0.29% | Add +0.5% | 5,213 | $613K |
| Gray Wealth Management Inc. | 0.24% | No change | 5,185 | $610K |
| Inscription Capital, LLC | 0.09% | Add +0.0% | 5,116 | $602K |
| Destination Wealth Management | 0.02% | No change | 5,111 | $601K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +27.5% | 5,080 | $598K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,990 | $587K |
| Advisor Resource Council | 0.27% | New | 4,978 | $586K |
| Merriman Wealth Management, LLC | 0.02% | No change | 4,944 | $582K |
| BCS Wealth Management | 0.25% | Reduce -0.0% | 4,929 | $580K |
| Brooks, Moore & Associates, Inc. | 0.34% | Add +18.0% | 4,916 | $578K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +2.9% | 4,827 | $568K |
| Arete Wealth Advisors, LLC | 0.05% | Add +101.2% | 4,817 | $566K |
| Ameritas Advisory Services, LLC | 0.02% | Add +18.8% | 4,775 | $562K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.6% | 4,745 | $558K |
| MAI Capital Management | 0.01% | Reduce -4.9% | 4,732 | $557K |
| Capital Advisors Wealth Management, LLC | 0.10% | Reduce -0.7% | 4,731 | $556K |
| Penobscot Investment Management Company, Inc. | 0.05% | Add +72.4% | 4,713 | $554K |
| Tennessee Valley Asset Management Partners | 0.09% | Add +0.7% | 4,691 | $552K |
| Bank of Nova Scotia | 0.00% | Add +50.5% | 4,690 | $552K |
| Vantage Financial Partners, LLC | 0.14% | Reduce -10.9% | 4,665 | $549K |
| Abundance Wealth Counselors | 0.11% | No change | 4,657 | $548K |
| NorthRock Partners, LLC | 0.02% | Reduce -2.7% | 4,637 | $545K |
| Richwood Investment Advisors, LLC | 0.45% | No change | 4,588 | $540K |
| HCR Wealth Advisors | 0.07% | Add +58.9% | 4,585 | $539K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +26.8% | 4,547 | $535K |
| Sovereign Financial Group, Inc. | 0.12% | No change | 4,545 | $535K |
| Operose Advisors LLC | 0.17% | Add +3.1% | 4,535 | $533K |
| Pension & Wealth Management Advisors, Inc. | 0.27% | Add +0.1% | 4,500 | $529K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -12.5% | 4,455 | $524K |
| AQR Capital Management | 0.00% | New | 4,444 | $523K |
| CGN Advisors LLC | 0.05% | No change | 4,391 | $516K |
| Vicus Capital | 0.05% | Add +27.4% | 4,372 | $514K |
| Oppenheimer & Co. Inc. | 0.01% | Add +10.3% | 4,329 | $509K |
| Olde Wealth Management, LLC | 0.18% | No change | 4,322 | $508K |
| Coldstream Capital Management Inc. | 0.01% | Add +18.1% | 4,295 | $505K |
| Mission Creek Capital Partners, Inc. | 0.12% | Reduce -0.2% | 4,255 | $500K |
| MCF Advisors LLC | 0.04% | Reduce -0.2% | 4,238 | $498K |
| Continuum Advisory, LLC | 0.06% | Add +43.0% | 4,184 | $494K |
| Pacific Sun Financial Corp | 0.27% | No change | 4,179 | $492K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +26.7% | 4,162 | $490K |
| Bluespring Wealth Management, LLC | 0.05% | Reduce -3.5% | 4,126 | $485K |
| Eley Financial Management, Inc | 0.20% | Reduce -1.0% | 4,120 | $485K |
| Quantinno Capital Management LP | 0.01% | Reduce -3.0% | 4,100 | $482K |
| TrinityPoint Wealth, LLC | 0.07% | Add +0.1% | 4,092 | $481K |
| Eagle Strategies LLC | 0.09% | Add +0.6% | 4,091 | $481K |
| Trust Point Inc. | 0.04% | No change | 4,068 | $478K |
| Summit Wealth & Retirement Planning, Inc. | 0.15% | Add +3.8% | 4,045 | $476K |
| Interchange Capital Partners, LLC | 0.17% | No change | 4,010 | $472K |
| Fort Sheridan Advisors LLC | 0.07% | Add +0.6% | 4,004 | $471K |
| Meridian Management Co. | 0.12% | No change | 4,000 | $470K |
| Fifth Third Wealth Advisors LLC | 0.03% | New | 3,990 | $469K |
| Parker Investment Management, LLC | 0.08% | New | 3,980 | $468K |
| Brookstone Capital Management | 0.01% | Add +12.3% | 3,904 | $459K |
| GYL Financial Synergies, LLC | 0.03% | No change | 3,860 | $454K |
| Naples Global Advisors, LLC | 0.04% | No change | 3,807 | $448K |
| Madison Wealth Partners, Inc | 0.13% | Reduce -3.7% | 3,793 | $446K |
| Hengehold Capital Management LLC | 0.04% | Reduce -7.1% | 3,784 | $445K |
| Roman Butler Fullerton & Co. | 0.13% | Add +0.2% | 3,731 | $442K |
| Zullo Investment Group, Inc. | 0.18% | No change | 3,750 | $441K |
| CreativeOne Wealth, LLC | 0.01% | Add +43.8% | 3,721 | $438K |
| Independent Wealth Network Inc. | 0.19% | Reduce -4.9% | 3,716 | $437K |
| Concorde Asset Management, LLC | 0.24% | Add +75.6% | 3,688 | $434K |
| Trust Co | 0.05% | No change | 3,685 | $433K |
| Tsfg, LLC | 0.09% | No change | 3,666 | $431K |
| Gateway Wealth Partners, LLC | 0.12% | Reduce -48.5% | 3,644 | $429K |
| Firestone Capital Management | 0.11% | No change | 3,600 | $423K |
| Alpha Omega Wealth Management LLC | 0.08% | Reduce -18.7% | 3,520 | $414K |
| Modera Wealth Management, LLC | 0.01% | Add +5.7% | 3,512 | $413K |
| Greenline Partners, LLC | 0.06% | No change | 3,496 | $411K |
| Magnolia Capital Advisors LLC | 0.21% | Add +0.3% | 3,487 | $410K |
| Sykon Capital LLC | 0.14% | Add +3.8% | 3,475 | $409K |
| Farther Finance Advisors, LLC | 0.02% | Add +5.4% | 3,475 | $408K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 3,466 | $408K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -0.6% | 3,455 | $406K |
| Capital Analysts, LLC | 0.02% | Add +1.2% | 3,423 | $403K |
| Flow Traders U.S. LLC | 0.02% | Reduce -90.4% | 3,404 | $400K |
| Smith, Moore & Co. | 0.04% | Add +0.2% | 3,375 | $397K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.9% | 3,374 | $397K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -18.2% | 3,351 | $394K |
| Hanover Advisors Inc. | 0.17% | No change | 3,350 | $394K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 3,336 | $392K |
| WBH Advisory Inc. | 0.04% | Add +0.3% | 3,335 | $392K |
| Client 1ST Advisory Group, LLC | 0.16% | New | 3,329 | $392K |
| Mgo One Seven LLC | 0.02% | Reduce -1.3% | 3,326 | $391K |
| Allie Family Office LLC | 0.21% | New | 3,050 | $391K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.4% | 3,322 | $391K |
| Sageworth Trust Co | 0.02% | No change | 3,321 | $391K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -9.4% | 3,254 | $387K |
| Hilltop Holdings Inc. | 0.03% | Reduce -2.6% | 3,282 | $386K |
| Atwater Malick LLC | 0.12% | Add +2.4% | 3,281 | $386K |
| Ascent Group, LLC | 0.03% | Add +16.3% | 3,261 | $384K |
| Strategic Financial Concepts, LLC | 0.12% | Reduce -99.1% | 3,248 | $382K |
| Perennial Investment Advisors, LLC | 0.05% | No change | 3,226 | $379K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 3,182 | $374K |
| JFS Wealth Advisors, LLC | 0.03% | Add +0.6% | 3,177 | $374K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -8.7% | 3,143 | $370K |
| Mission Wealth Management, LP | 0.01% | Add +17.2% | 3,143 | $370K |
| Shum Financial Group, Inc. | 0.31% | — | 3,094 | $369K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 3,138 | $369K |
| Carmichael Hill & Associates, Inc. | 0.14% | Add +0.2% | 3,128 | $368K |
| NWF Advisory Services Inc. | 0.05% | Add +15.8% | 3,126 | $368K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 3,097 | $364K |
| TNF LLC | 0.13% | No change | 3,054 | $362K |
| New England Private Wealth Advisors LLC | 0.06% | No change | 3,077 | $362K |
| Human Investing LLC | 0.07% | Add +0.4% | 3,068 | $361K |
| Citizens National Bank Trust Department | 0.07% | No change | 3,025 | $356K |
| Family Capital Trust Co | 0.11% | No change | 3,000 | $353K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.5% | 2,994 | $352K |
| Tyler-Stone Wealth Management | 0.07% | Add +100.3% | 2,980 | $351K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -4.7% | 2,974 | $350K |
| BTG Pactual Asset Management US LLC | 0.05% | New | 3,337 | $349K |
| Barrett & Company, Inc. | 0.15% | Add +0.4% | 2,962 | $348K |
| Monterey Private Wealth, Inc. | 0.12% | Add +0.2% | 2,942 | $346K |
| Realta Investment Advisors | 0.16% | Reduce -76.9% | 2,890 | $345K |
| David J Yvars Group | 0.21% | Add +0.7% | 2,929 | $344K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +0.2% | 2,918 | $343K |
| Gen-Wealth Partners Inc | 0.15% | No change | 2,904 | $341K |
| AlphaStar Capital Management, LLC | 0.03% | New | 2,881 | $339K |
| Means Investment Co., Inc. | 0.04% | Reduce -1.9% | 2,880 | $339K |
| Kitching Partners, LLC | 0.45% | Reduce -17.8% | 2,867 | $337K |
| Vertex Planning Partners, LLC | 0.08% | No change | 2,859 | $336K |
| Latitude Advisors, LLC | 0.19% | Add +10.5% | 2,852 | $335K |
| CFM Wealth Partners LLC | 0.06% | No change | 2,836 | $334K |
| Performance Wealth Partners, LLC | 0.01% | Add +9.0% | 2,817 | $331K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.5% | 2,782 | $327K |
| SageView Advisory Group, LLC | 0.02% | Reduce -38.5% | 2,771 | $326K |
| Fermata Advisors, LLC | 0.07% | Reduce -0.4% | 2,760 | $325K |
| Woodward Diversified Capital, LLC | 0.21% | No change | 2,756 | $324K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +6.9% | 2,720 | $320K |
| Birchcreek Wealth Management, LLC | 0.21% | Add +0.8% | 2,705 | $318K |
| Lodestar Private Asset Management LLC | 0.04% | Add +4.7% | 2,691 | $316K |
| HBW Advisory Services LLC | 0.05% | Add +1.0% | 2,659 | $313K |
| TrueWealth Advisors, LLC | 0.10% | No change | 2,643 | $311K |
| Sfmg, LLC | 0.03% | Add +0.9% | 2,625 | $309K |
| Valued Retirements, Inc. | 0.42% | Add +2.0% | 2,616 | $308K |
| Zions Bancorporation, N.A. | 0.02% | No change | 2,615 | $308K |
| WealthBridge Capital Management, LLC | 0.09% | Add +0.3% | 2,603 | $306K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 2,582 | $304K |
| Aspiriant, LLC | 0.01% | Add +11.1% | 2,570 | $302K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +1.2% | 2,545 | $299K |
| Financial Insights, Inc. | 0.10% | No change | 2,527 | $297K |
| Lowe Wealth Advisors, LLC | 0.13% | Reduce -1.0% | 2,510 | $295K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 2,500 | $294K |
| Renaissance Technologies | 0.00% | Add +25.0% | 2,500 | $294K |
| Calamos Wealth Management LLC | 0.02% | Reduce -50.5% | 2,476 | $291K |
| Kintra Wealth, LLC | 0.20% | New | 2,476 | $291K |
| Consilio Wealth Advisors, LLC | 0.12% | No change | 2,435 | $286K |
| McCarthy & Cox | 0.11% | New | 2,430 | $286K |
| Essex Bank | 0.07% | New | 2,427 | $285K |
| Glen Eagle Advisors, LLC | 0.05% | Add +0.2% | 2,423 | $285K |
| Visionary Wealth Advisors | 0.02% | Add +0.1% | 2,417 | $284K |
| International Assets Investment Management, LLC | 0.02% | Add +14.0% | 2,396 | $282K |
| Tiaa Trust, National Association | 0.00% | Add +2.8% | 2,366 | $278K |
| Sterling Investment Advisors LLC | 0.16% | No change | 2,365 | $278K |
| 1834 Investment Advisors Co. | 0.03% | Reduce -2.6% | 2,321 | $273K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -2.3% | 2,311 | $272K |
| Cascade Financial Partners, LLC | 0.03% | No change | 2,280 | $271K |
| PBMares Wealth Management LLC | 0.06% | Reduce -41.4% | 2,299 | $270K |
| Hixon Zuercher, LLC | 0.11% | No change | 2,294 | $270K |
| Gradient Investments LLC | 0.01% | Add +2.6% | 2,282 | $268K |
| BBR Partners, LLC | 0.02% | No change | 2,245 | $264K |
| Phoenix Wealth Advisors | 0.12% | Reduce -96.4% | 2,236 | $263K |
| Bison Wealth, LLC | 0.04% | New | 2,231 | $262K |
| Pettinga Financial Advisors LLC | 0.06% | Reduce -1.1% | 2,215 | $261K |
| Private Portfolio Partners LLC | 0.05% | New | 2,209 | $260K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,204 | $259K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.1% | 2,198 | $259K |
| TFB Advisors LLC | 0.08% | New | 2,155 | $253K |
| United Capital Management of KS, Inc. | 0.05% | Reduce -2.8% | 2,087 | $246K |
| Fortitude Family Office, LLC | 0.10% | New | 2,080 | $245K |
| UMB Bank, n.a. | 0.00% | No change | 2,080 | $245K |
| Mather Group, Llc. | 0.00% | Reduce -22.5% | 2,070 | $243K |
| EPG Wealth Management LLC | 0.06% | Add +0.0% | 2,057 | $242K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +0.1% | 2,052 | $241K |
| Marcum Wealth, LLC | 0.02% | No change | 2,043 | $240K |
| Bleakley Financial Group, LLC | 0.01% | Add +7.5% | 2,032 | $239K |
| Focus Partners Advisor Solutions, LLC | 0.01% | No change | 2,030 | $239K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 2,028 | $239K |
| Steel Grove Capital Advisors, LLC | 0.03% | Reduce -15.6% | 2,035 | $238K |
| Marino, Stram & Associates LLC | 0.05% | Add +0.1% | 2,023 | $238K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -3.1% | 2,023 | $238K |
| Covenant Asset Management, LLC | 0.05% | Add +3.2% | 2,022 | $238K |
| High Falls Advisors, Inc | 0.05% | Add +1.9% | 2,020 | $238K |
| Clayton Financial Group LLC | 0.09% | Add +1.9% | 2,001 | $235K |
| Marshall Financial Group, LLC | 0.06% | No change | 2,000 | $235K |
| SOL Capital Management CO | 0.03% | No change | 2,000 | $235K |
| Founders Financial Securities LLC | 0.02% | Reduce -13.8% | 1,993 | $234K |
| Stonegate Investment Group, LLC | 0.01% | No change | 1,980 | $233K |
| Symphony Financial, Ltd. Co. | 0.04% | New | 1,967 | $230K |
| Beacon Financial Group | 0.03% | Add +0.1% | 1,951 | $229K |
| Chemistry Wealth Management LLC | 0.05% | No change | 1,950 | $229K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | No change | 1,943 | $229K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 1,931 | $227K |
| Smithbridge Asset Management Inc. | 0.04% | No change | 1,909 | $225K |
| GC Wealth Management RIA, LLC | 0.04% | Add +0.5% | 1,907 | $224K |
| Parcion Private Wealth LLC | 0.02% | New | 1,900 | $223K |
| WNY Asset Management, LLC | 0.03% | Reduce -9.2% | 1,898 | $223K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 1,884 | $222K |
| Dudley Capital Management, LLC | 0.12% | New | 1,882 | $221K |
| Indiana Trust & Investment Management Co | 0.08% | Reduce -30.7% | 1,877 | $221K |
| United Advisor Group, LLC | 0.05% | New | 1,871 | $220K |
| Kades & Cheifetz LLC | 0.13% | Reduce -0.6% | 1,867 | $220K |
| Baker Tilly Wealth Management, LLC | 0.10% | Reduce -82.9% | 1,860 | $219K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.8% | 1,854 | $218K |
| Main Street Financial Solutions, LLC | 0.02% | Add +0.2% | 1,848 | $217K |
| Vision Capital Management, Inc. | 0.03% | New | 1,838 | $216K |
| Armor Investment Advisors, LLC | 0.09% | New | 1,833 | $216K |
| Perigon Wealth Management, LLC | 0.01% | New | 1,820 | $214K |
| San Luis Wealth Advisors LLC | 0.04% | New | 1,819 | $214K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -9.5% | 1,819 | $214K |
| Moors & Cabot, Inc. | 0.01% | Reduce -5.2% | 1,819 | $214K |
| Integrated Capital Management, LLC | 0.11% | — | 1,814 | $213K |
| Clearstead Trust, LLC | 0.05% | Add +1.1% | 1,806 | $212K |
| Valley National Advisers Inc. | 0.04% | Add +37.8% | 1,812 | $212K |
| Salvus Wealth Management, LLC | 0.13% | New | 1,795 | $211K |
| Southeast Asset Advisors, LLC | 0.02% | New | 1,790 | $211K |
| First Hawaiian Bank | 0.01% | New | 1,779 | $209K |
| Hancock Whitney Corp. | 0.01% | Reduce -44.4% | 1,778 | $209K |
| Waterloo Capital, L.P. | 0.02% | New | 1,775 | $209K |
| Round Rock Advisors LLC | 0.05% | New | 1,771 | $208K |
| Criterion Capital Advisors, LLC | 0.13% | No change | 1,915 | $208K |
| Absolute Capital Management, LLC | 0.12% | New | 1,764 | $208K |
| Whittier Trust Co. | 0.00% | No change | 1,754 | $206K |
| Curi Capital, LLC | 0.00% | New | 1,750 | $206K |
| AIMZ Investment Advisors, LLC | 0.07% | New | 1,750 | $206K |
| McClarren Financial Advisors, Inc. | 0.03% | Add +53.5% | 333 | $202K |
| Rwa Wealth Partners, LLC | 0.00% | New | 1,716 | $202K |
| WR Wealth Planners, LLC | 0.05% | Add +13.5% | 1,658 | $195K |
| Centaurus Financial, Inc. | 0.01% | Add +28.1% | 1,486 | $175K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.9% | 1,478 | $174K |
| Acropolis Investment Management, LLC | 0.01% | New | 1,425 | $168K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +6.6% | 1,417 | $167K |
| First Horizon Advisors, Inc. | 0.00% | Add +29.2% | 1,372 | $161K |
| Signature Resources Capital Management, LLC | 0.13% | No change | 1,253 | $147K |
| Colonial Trust Co / SC | 0.02% | No change | 1,227 | $144K |
| CENTRAL TRUST Co | 0.00% | Add +354.0% | 1,203 | $141K |
| Paladin Advisory Group, LLC | 0.10% | No change | 1,189 | $140K |
| CVA Family Office, LLC | 0.02% | Reduce -4.9% | 1,187 | $140K |
| Manchester Capital Management LLC | 0.02% | No change | 1,166 | $137K |
| Register Financial Advisors LLC | 0.07% | Reduce -25.6% | 1,154 | $136K |
| Community Bank, N.A. | 0.02% | No change | 1,100 | $129K |
| AdvisorNet Financial, Inc | 0.01% | Add +167.3% | 1,061 | $125K |
| Centerpoint Advisors, LLC | 0.04% | No change | 1,000 | $118K |
| New Republic Capital, LLC | 0.07% | Reduce -47.6% | 1,000 | $118K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -71.7% | 973 | $114K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 948 | $112K |
| Larson Financial Group LLC | 0.01% | No change | 944 | $111K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.4% | 942 | $111K |
| Grand Wealth Management, LLC | 0.06% | No change | 918 | $108K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -3.7% | 915 | $108K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 880 | $104K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | Reduce -4.2% | 870 | $102K |
| Planning Capital Management Corp | 0.07% | No change | 841 | $99K |
| Fifth Third Bancorp | 0.00% | New | 825 | $97K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 820 | $96K |
| Founders Financial Alliance, LLC | 0.03% | Add +0.4% | 772 | $91K |
| Hobbs Group Advisors, LLC | 0.03% | Add +27.7% | 766 | $90K |
| Salem Investment Counselors Inc. | 0.00% | No change | 765 | $90K |
| Sandy Spring Bank | 0.00% | No change | 750 | $88K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 737 | $87K |
| LRI Investments, LLC | 0.01% | No change | 720 | $85K |
| Rothschild Investment LLC | 0.01% | No change | 710 | $84K |
| North Star Investment Management Corp. | 0.01% | No change | 700 | $82K |
| First Personal Financial Services | 0.02% | No change | 693 | $82K |
| Trust Co. of Vermont | 0.00% | New | 675 | $79K |
| Hollencrest Capital Management | 0.00% | No change | 650 | $76K |
| Colonial Trust Advisors | 0.01% | Reduce -33.7% | 638 | $75K |
| Glassman Wealth Services | 0.01% | Add +1.0% | 587 | $69K |
| Key Financial Inc | 0.01% | No change | 573 | $67K |
| True Wealth Design, LLC | 0.03% | No change | 572 | $67K |
| Clear Point Advisors Inc. | 0.05% | Add +1.1% | 564 | $66K |
| FSA Wealth Management LLC | 0.03% | — | 563 | $66K |
| PSI Advisors, LLC | 0.02% | No change | 560 | $66K |
| Creative Financial Designs Inc. | 0.01% | Reduce -13.8% | 550 | $65K |
| Eastern Bank | 0.00% | New | 545 | $64K |
| Legacy Investment Solutions, LLC | 0.04% | — | 542 | $64K |
| Legacy Wealth Managment, LLC | 0.04% | — | 542 | $64K |
| Clear Investment Research, LLC | 0.08% | Reduce -8.4% | 537 | $63K |
| Tidemark, LLC | 0.03% | No change | 534 | $63K |
| Bokf, NA | 0.00% | No change | 500 | $59K |
| Financial Connections Group, Inc. | 0.03% | No change | 508 | $59K |
| Montag A & Associates Inc. | 0.00% | No change | 501 | $59K |
| Quadrant Capital Group LLC | 0.00% | New | 500 | $59K |
| Stephens Consulting, LLC | 0.01% | No change | 474 | $56K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 475 | $56K |
| Tompkins Financial Corp. | 0.01% | New | 450 | $53K |
| Compass Wealth Management LLC | 0.01% | No change | 444 | $52K |
| First Community Trust NA | 0.04% | No change | 435 | $51K |
| Gables Capital Management Inc. | 0.02% | No change | 415 | $49K |
| Northwest Financial Advisors | 0.04% | New | 412 | $48K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.5% | 405 | $47K |
| MGB Wealth Management, LLC | 0.02% | No change | 400 | $47K |
| Syntax Research, Inc. | 0.03% | Add +0.3% | 387 | $46K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 356 | $42K |
| Caitlin John, LLC | 0.03% | No change | 345 | $41K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -36.5% | 344 | $40K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -9.9% | 338 | $40K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.9% | 327 | $38K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -72.7% | 320 | $38K |
| AllSquare Wealth Management LLC | 0.02% | No change | 323 | $38K |
| M&R Capital Management Inc. | 0.01% | No change | 322 | $38K |
| Financial Management Professionals, Inc. | 0.00% | No change | 309 | $36K |
| Avalon Trust Co | 0.00% | No change | 300 | $35K |
| Westside Investment Management, Inc. | 0.01% | Add +57.1% | 297 | $35K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Reduce -3.6% | 291 | $34K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 285 | $34K |
| Providence Capital Advisors, LLC | 0.01% | New | 274 | $32K |
| Assetmark, Inc. | 0.00% | Reduce -90.1% | 260 | $31K |
| Bellevue Asset Management, LLC | 0.02% | No change | 250 | $29K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -20.6% | 250 | $29K |
| NFSG Corp | 0.01% | Add +0.4% | 241 | $28K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 234 | $28K |
| Smartleaf Asset Management LLC | 0.00% | No change | 230 | $27K |
| City Holding Co. | 0.00% | No change | 225 | $26K |
| Castleview Partners, LLC | 0.01% | No change | 212 | $25K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 196 | $23K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 174 | $20K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 165 | $19K |
| Global Trust Asset Management, LLC | 0.01% | No change | 159 | $19K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 148 | $17K |
| Lindbrook Capital, LLC | 0.00% | No change | 139 | $16K |
| Bangor Savings Bank | 0.00% | No change | 138 | $16K |
| GeoWealth Management, LLC | 0.00% | New | 134 | $16K |
| Clarity Asset Management, Inc. | 0.01% | No change | 128 | $15K |
| Eukles Asset Management | 0.01% | No change | 113 | $13K |
| Venturi Wealth Management, LLC | 0.00% | No change | 91 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | Add +35.8% | 91 | $11K |
| Fourpath Capital Management, LLC | 0.00% | New | 91 | $11K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 92 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 89 | $10K |
| Front Row Advisors LLC | 0.00% | Reduce -94.2% | 83 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 83 | $10K |
| REAP Financial Group, LLC | 0.00% | New | 75 | $9K |
| Resources Management Corp. /CT/ | 0.00% | No change | 70 | $8K |
| Peoples Bank | 0.01% | No change | 66 | $8K |
| Avion Wealth | 0.00% | Add +110.3% | 61 | $7K |
| Roble, Belko & Company, Inc | 0.00% | No change | 60 | $7K |
| Versant Capital Management, Inc | 0.00% | No change | 58 | $7K |
| Pathway Financial Advisers, LLC | 0.00% | Add +1.9% | 53 | $6K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 47 | $6K |
| Avior Wealth Management, LLC | 0.00% | New | 47 | $6K |
| Townsend Asset Management Corp. /NC/ | 0.00% | Add +2.7% | 38 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 34 | $4K |
| Princeton Global Asset Management LLC | 0.00% | No change | 32 | $4K |
| GAMMA Investing LLC | 0.00% | New | 32 | $4K |
| Silicon Valley Capital Partners | 0.00% | No change | 31 | $4K |
| Costello Asset Management, INC | 0.00% | New | 30 | $4K |
| Gould Capital, LLC | 0.00% | No change | 18 | $2K |
| Eagle Bay Advisors LLC | 0.00% | No change | 18 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 16 | $2K |
| Northwest Investment Counselors, LLC | 0.00% | New | 14 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 14 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 10 | $1K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 5 | $588 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1 | $118 |
"% 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.