iShares Core High Dividend EHDVETF
13F holders, Q4 2024 (December 31)776holders +40
54new positions
52sold out
4famous investors
$111.90avg. 13F price*
At the end of Q4 2024, 776 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings, up 40 from Q3 2024. 54 opened new positions and 52 sold out. The largest holders were Bank of America Corp. ($526.7M), Morgan Stanley ($354.0M) and Meiji Yasuda Life Insurance Co ($337.7M). 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Core High Dividend E
- CUSIP
- 46429B663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $35.1M |
| Exits | 52 | $205.5M |
All 13F filers, Q3 2024 → Q4 2024: 3,031,484 shares bought and 7,129,402 shares sold, net −4,097,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 776 holders
| Bank of America Corp. | 0.05% | Add +2.5% | 4,691,930 | $526.7M |
| Morgan Stanley | 0.02% | Add +0.6% | 3,153,213 | $354.0M |
| Meiji Yasuda Life Insurance Co | 6.36% | No change | 3,008,172 | $337.7M |
| LPL Financial LLC | 0.11% | Add +6.4% | 2,379,555 | $267.1M |
| Wells Fargo & Company | 0.06% | Add +74.6% | 2,081,612 | $233.7M |
| UBS Group AG | 0.04% | Add +1.4% | 1,533,873 | $172.2M |
| Royal Bank of Canada | 0.03% | Add +3.5% | 1,232,570 | $138.4M |
| JPMorgan Chase & Co. | 0.01% | Add +4.8% | 1,162,242 | $130.5M |
| Raymond James Financial Inc. | 0.04% | — | 931,562 | $104.6M |
| Securian Asset Management, Inc. | 2.76% | Reduce -1.5% | 844,932 | $94.9M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -5.5% | 752,558 | $84.5M |
| M&T Bank Corp | 0.27% | Reduce -0.4% | 722,485 | $81.1M |
| Janney Montgomery Scott LLC | 0.22% | Add +5.5% | 718,299 | $80.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -80.0% | 697,877 | $78.3M |
| BlackRock, Inc. | 0.00% | Add +9.7% | 615,974 | $69.1M |
| Truist Financial Corp. | 0.10% | Add +0.0% | 595,779 | $66.9M |
| FMR LLC | 0.00% | Add +3.9% | 571,692 | $64.2M |
| Ameriprise Financial Inc. | 0.02% | Add +8.2% | 541,296 | $60.8M |
| LBMC Investment Advisors, LLC | 4.11% | Reduce -0.1% | 464,338 | $52.1M |
| CSM Advisors, LLC | 2.43% | Add +100.0% | 461,800 | $51.8M |
| Mariner, LLC | 0.08% | Add +33.3% | 424,379 | $47.6M |
| Townsend & Associates, Inc | 4.37% | Reduce -0.4% | 370,616 | $42.7M |
| Jones Financial Companies LLLP | 0.04% | Add +38.3% | 347,941 | $39.1M |
| Cetera Investment Advisers | 0.08% | Reduce -26.6% | 331,889 | $37.3M |
| Federated Hermes, Inc. | 0.08% | Add +331.0% | 328,624 | $36.9M |
| Alliancebernstein L.P. | 0.01% | Add +0.5% | 301,973 | $33.9M |
| MML Investors Services, LLC | 0.11% | Reduce -14.8% | 286,845 | $32.2M |
| Steward Partners Investment Advisory, LLC | 0.27% | Reduce -0.3% | 271,389 | $30.5M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +9.2% | 268,533 | $30.1M |
| Regimen Wealth, LLC | 9.50% | Reduce -2.2% | 259,053 | $29.1M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -5.2% | 244,772 | $28.7M |
| Osaic Holdings, Inc. | 0.06% | Reduce -42.4% | 253,534 | $28.5M |
| SBI Securities Co., Ltd. | 0.81% | — | 234,021 | $26.3M |
| NSI Retail Advisors, LLC | 4.12% | No change | 230,900 | $25.9M |
| Stifel Financial Corp. | 0.03% | Add +46.7% | 225,353 | $25.3M |
| DAVENPORT & Co LLC | 0.14% | Add +15.3% | 218,605 | $24.5M |
| Rockefeller Capital Management L.P. | 0.06% | Add +3.4% | 205,525 | $23.1M |
| Simmons Bank | 1.69% | Add +12.4% | 205,398 | $23.1M |
| Waverly Advisors, LLC | 0.34% | Reduce -2.5% | 198,317 | $22.3M |
| Creative Planning | 0.02% | Reduce -6.1% | 197,205 | $22.1M |
| BNP Paribas Financial Markets | 0.02% | Reduce -20.0% | 196,118 | $22.0M |
| Comerica Bank | 0.08% | Reduce -2.0% | 185,114 | $20.8M |
| Wharton Business Group, LLC | 0.87% | Reduce -0.1% | 171,587 | $19.3M |
| VAUGHAN & Co SECURITIES, INC. | 10.71% | Add +0.7% | 158,310 | $17.8M |
| HB Wealth Management, LLC | 0.18% | Add +3.3% | 156,704 | $17.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.55% | Reduce -1.9% | 150,402 | $16.9M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -1.9% | 149,458 | $16.8M |
| Kohmann Bosshard Financial Services, LLC | 1.98% | Reduce -4.1% | 147,056 | $16.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +7.9% | 145,829 | $16.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.8% | 138,003 | $15.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -14.2% | 130,997 | $14.7M |
| Avantax Advisory Services, Inc. | 0.09% | Add +4.7% | 121,153 | $13.6M |
| Atria Investments, Inc | 0.16% | Add +47.9% | 111,228 | $12.5M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -32.7% | 110,964 | $12.5M |
| Advisory Services Network, LLC | 0.23% | Add +8.8% | 109,864 | $12.3M |
| Kapstone Financial Advisors LLC | 6.30% | Reduce -1.6% | 103,228 | $11.8M |
| Columbia River Financial Group, LLC | 8.12% | — | 105,255 | $11.8M |
| Private Advisor Group, LLC | 0.06% | Reduce -10.9% | 102,151 | $11.5M |
| Lantz Financial LLC | 2.96% | Add +0.9% | 99,039 | $11.1M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -80.0% | 96,168 | $10.8M |
| Orion Portfolio Solutions, LLC | 0.11% | Reduce -80.0% | 96,168 | $10.8M |
| Global Strategic Investment Solutions, LLC | 1.26% | Reduce -7.3% | 96,098 | $10.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.6% | 95,456 | $10.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +4.3% | 94,574 | $10.6M |
| Graypoint LLC | 0.63% | Reduce -1.1% | 93,033 | $10.4M |
| Captrust Financial Advisors | 0.03% | Add +0.8% | 92,408 | $10.4M |
| NTV Asset Management LLC | 1.31% | Reduce -1.4% | 88,745 | $10.0M |
| Wealthspire Advisors, LLC | 0.09% | Add +4.0% | 84,763 | $9.5M |
| FAS Wealth Partners, Inc. | 0.80% | Add +3.2% | 84,613 | $9.5M |
| Beaumont Financial Advisors, LLC | 0.68% | Add +0.1% | 80,577 | $9.0M |
| Glenmede Trust Co. NA | 0.05% | Add +9.0% | 79,673 | $8.9M |
| Atria Wealth Solutions, Inc. | 0.10% | Reduce -70.3% | 78,538 | $8.8M |
| Franklin Resources Inc. | 0.00% | Add +25.2% | 76,452 | $8.6M |
| Gallagher Fiduciary Advisors, LLC | 1.67% | Add +14.3% | 75,880 | $8.5M |
| Gunma Bank,Ltd. | 2.78% | Reduce -5.1% | 75,000 | $8.4M |
| Lido Advisors, LLC | 0.05% | Add +22.2% | 73,951 | $8.3M |
| Regions Financial Corp. | 0.06% | Reduce -1.8% | 73,574 | $8.3M |
| IFP Advisors, Inc | 0.27% | Reduce -16.4% | 73,520 | $8.3M |
| Cwm, LLC | 0.03% | Add +7.8% | 71,311 | $8.0M |
| Financial Perspectives, Inc | 2.65% | Add +1.8% | 70,183 | $7.9M |
| Smithfield Trust Co | 0.39% | Reduce -7.3% | 69,246 | $7.8M |
| Citizens Financial Group Inc. | 0.14% | Reduce -7.5% | 64,577 | $7.2M |
| Advus Financial Partners, LLC | 2.03% | Reduce -2.8% | 64,188 | $7.2M |
| Quadrature Capital Ltd | 0.14% | New | 62,174 | $7.0M |
| Sigma Planning Corp | 0.21% | Add +1.1% | 59,002 | $6.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +17.7% | 57,543 | $6.5M |
| Cerity Partners LLC | 0.01% | Add +27.3% | 55,796 | $6.3M |
| Level Four Advisory Services, LLC | 0.26% | Add +2.4% | 55,637 | $6.2M |
| Cowa, LLC | 2.94% | Add +1.9% | 53,698 | $6.0M |
| Sanctuary Advisors, LLC | 0.04% | Add +14.4% | 51,881 | $6.0M |
| Global Retirement Partners, LLC | 0.17% | Add +10.9% | 52,132 | $5.9M |
| Advisor OS, LLC | 0.67% | Add +4.9% | 51,228 | $5.8M |
| Old National Bancorp | 0.14% | Add +49.4% | 50,863 | $5.7M |
| MJP Associates Inc. | 1.02% | Add +4.9% | 50,372 | $5.7M |
| Kentucky Farm Bureau Mutual Insurance Co | 1.26% | No change | 50,000 | $5.6M |
| Beam Wealth Advisors, Inc. | 1.77% | Reduce -74.8% | 49,841 | $5.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +4971.1% | 49,342 | $5.5M |
| Foundry Financial Group, Inc. | 3.19% | Add +2.6% | 45,831 | $5.1M |
| Gray Private Wealth, LLC | 3.05% | Add +1.9% | 45,612 | $5.1M |
| Maltin Wealth Management, Inc. | 2.51% | Add +4.3% | 45,595 | $5.1M |
| Bank of Montreal | 0.00% | Reduce -40.9% | 43,924 | $4.9M |
| Janney Capital Management LLC | 0.32% | Reduce -4.5% | 43,295 | $4.9M |
| American State Bank (Iowa) | 2.87% | Add +5.3% | 42,468 | $4.8M |
| Steel Grove Capital Advisors, LLC | 0.67% | Add +1982.8% | 42,384 | $4.8M |
| Cibc World Market Inc. | 0.01% | Add +2.3% | 42,172 | $4.7M |
| Summit Wealth Partners, LLC | 0.95% | Reduce -0.5% | 41,279 | $4.6M |
| Embree Financial Group | 0.78% | Reduce -1.4% | 40,799 | $4.6M |
| Houlihan Financial Resource Group, Ltd. | 1.91% | Reduce -0.9% | 39,900 | $4.5M |
| Blair William & Co. | 0.01% | Add +0.4% | 38,689 | $4.3M |
| Sunbelt Securities, Inc. | 0.38% | Add +0.6% | 38,891 | $4.3M |
| Tudor Investment Corporation | 0.05% | New | 38,661 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -60.8% | 38,133 | $4.3M |
| Farrow Financial, Inc. | 2.77% | Reduce -0.1% | 38,291 | $4.3M |
| Riggs Capital Management LLC | 4.18% | — | 37,974 | $4.3M |
| Brandywine Oak Private Wealth LLC | 0.42% | Add +0.2% | 37,819 | $4.2M |
| StoneX Group Inc. | 0.23% | Add +1.9% | 37,427 | $4.2M |
| Chatham Capital Group, Inc. | 0.68% | Reduce -0.8% | 37,078 | $4.2M |
| Atlas Private Wealth Advisors | 0.58% | Add +5.0% | 36,190 | $4.1M |
| IHT Wealth Management, LLC | 0.13% | Add +3.3% | 36,098 | $4.1M |
| Capital Advisors, Ltd. LLC | 0.50% | Reduce -0.3% | 35,324 | $4.0M |
| Forefront Analytics, LLC | 1.80% | Reduce -24.5% | 34,438 | $3.9M |
| Strategic Family Wealth Counselors, L.L.C. | 1.26% | Reduce -7.3% | 34,355 | $3.9M |
| Shulman DeMeo Asset Management LLC | 1.04% | Reduce -4.1% | 34,335 | $3.9M |
| Jefferies Financial Group Inc. | 0.04% | Add +6.6% | 34,024 | $3.8M |
| Wolff Financial Management LLC | 1.03% | Add +0.1% | 33,121 | $3.7M |
| Cahill Financial Advisors Inc. | 0.50% | Reduce -0.2% | 33,028 | $3.7M |
| American Financial & Tax Strategies Inc. | 1.91% | Add +0.9% | 32,749 | $3.7M |
| Burke & Herbert Bank & Trust Co. | 0.86% | Reduce -0.0% | 32,412 | $3.6M |
| Keystone Financial Planning, Inc. | 1.10% | Reduce -1.0% | 31,712 | $3.6M |
| Valeo Financial Advisors, LLC | 0.10% | Reduce -0.0% | 184,836 | $3.5M |
| Baron Silver Stevens Financial Advisors, LLC | 0.59% | Add +2.1% | 30,797 | $3.5M |
| Gallagher Capital Advisors, LLC | 2.51% | — | 30,724 | $3.4M |
| Equitable Holdings, Inc. | 0.03% | Reduce -0.8% | 30,290 | $3.4M |
| Connecticut Wealth Management, LLC | 0.17% | Reduce -0.9% | 30,029 | $3.4M |
| Independent Solutions Wealth Management, LLC | 0.73% | Reduce -12.5% | 29,596 | $3.3M |
| J2 Capital Management Inc | 3.10% | — | 29,415 | $3.3M |
| IFG Advisory, LLC | 0.19% | Add +9.4% | 29,283 | $3.3M |
| Allen Investment Management, LLC | 0.04% | No change | 29,195 | $3.3M |
| Arkadios Wealth Advisors | 0.18% | Add +11.1% | 28,731 | $3.2M |
| Northeast Financial Consultants Inc | 0.14% | Add +0.1% | 28,726 | $3.2M |
| Sowa Financial Group, Inc. | 2.00% | Reduce -43.5% | 28,453 | $3.2M |
| Principal Securities, Inc. | 0.07% | Reduce -85.3% | 28,328 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.6% | 28,197 | $3.2M |
| World Investment Advisors | 0.09% | Reduce -6.2% | 28,193 | $3.2M |
| KOM Wealth Management Group, LLC | 2.31% | Add +12.2% | 27,860 | $3.1M |
| Cooper Financial Group | 0.37% | Reduce -0.3% | 27,725 | $3.1M |
| J.W. Cole Advisors, Inc. | 0.12% | Reduce -0.3% | 27,326 | $3.1M |
| &partners | 0.04% | Reduce -3.1% | 27,114 | $3.1M |
| Godsey & Gibb, Inc. | 0.30% | Add +2.1% | 27,127 | $3.0M |
| Formidable Asset Management, LLC | 0.49% | Reduce -19.8% | 26,689 | $3.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -11.4% | 26,562 | $3.0M |
| Jackson Wealth Management, LLC | 0.33% | Add +6.2% | 26,165 | $2.9M |
| CRA Financial Services, LLC | 0.50% | Reduce -0.4% | 26,121 | $2.9M |
| D.A. Davidson & Co. | 0.02% | Add +10.4% | 26,109 | $2.9M |
| Frisch Financial Group, Inc. | 0.88% | Add +0.3% | 25,786 | $2.9M |
| High Net Worth Advisory Group LLC | 0.81% | Add +1.0% | 25,772 | $2.9M |
| Mayflower Financial Advisors, LLC | 0.42% | Add +0.2% | 24,866 | $2.8M |
| AtlasMark Financial, Inc | 2.56% | Reduce -0.1% | 24,779 | $2.8M |
| FC Advisory LLC | 0.92% | Reduce -0.7% | 24,465 | $2.7M |
| Auto-Owners Insurance Co | 0.06% | No change | 23,800 | $2.7M |
| National Bank of Canada | 0.00% | Reduce -0.2% | 23,771 | $2.7M |
| Morton Brown Family Wealth, LLC | 0.92% | Reduce -5.4% | 23,600 | $2.6M |
| Nottingham Advisors, Inc. | 0.33% | Reduce -31.9% | 22,998 | $2.6M |
| Goldstone Financial Group, LLC | 0.39% | Add +12.1% | 22,360 | $2.5M |
| Townsquare Capital LLC | 0.03% | Add +0.9% | 22,324 | $2.5M |
| WCG Wealth Advisors LLC | 0.17% | Reduce -3.5% | 22,316 | $2.5M |
| Strategic Wealth Investment Group, LLC | 0.14% | New | 13,247 | $2.5M |
| GSG Advisors LLC | 0.77% | Add +16.2% | 21,754 | $2.4M |
| AMG National Trust Bank | 0.07% | Add +25.9% | 21,750 | $2.4M |
| Cora Capital Advisors LLC | 1.16% | Reduce -0.3% | 21,518 | $2.4M |
| Corient Private Wealth LP | 0.00% | Reduce -38.3% | 43,105 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Add +3.2% | 20,918 | $2.3M |
| Klingman & Associates, LLC | 0.15% | Reduce -2.3% | 20,805 | $2.3M |
| D. E. Shaw & Co. | 0.00% | New | 20,629 | $2.3M |
| Ellis Investment Partners, LLC | 0.45% | Reduce -14.2% | 20,560 | $2.3M |
| Summit X, LLC | 0.51% | Reduce -22.1% | 20,550 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Add +0.1% | 20,372 | $2.3M |
| Wealth Management Associates, Inc. | 0.97% | Add +2.2% | 20,241 | $2.3M |
| Stephens Inc. | 0.03% | Add +9.9% | 20,181 | $2.3M |
| Bernardo Wealth Planning LLC | 0.54% | Reduce -20.5% | 20,402 | $2.3M |
| Scotia Capital Inc. | 0.01% | Add +0.5% | 20,113 | $2.3M |
| Norden Group LLC | 0.25% | Add +1.1% | 19,879 | $2.2M |
| Sagespring Wealth Partners, LLC | 0.06% | — | 19,606 | $2.2M |
| Lane & Associates LLC | 1.13% | Reduce -10.0% | 19,065 | $2.2M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Reduce -0.6% | 19,374 | $2.2M |
| Choreo, LLC | 0.03% | Add +2.7% | 19,260 | $2.2M |
| Citadel Advisors | 0.00% | Add +33.5% | 19,163 | $2.2M |
| Sowell Financial Services LLC | 0.11% | Reduce -8.0% | 19,131 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +11.5% | 19,115 | $2.1M |
| Liberty Square Wealth Partners LLC | 0.77% | — | 18,125 | $2.1M |
| Armstrong Advisory Group, Inc. | 0.17% | Add +10.5% | 18,527 | $2.1M |
| TruNorth Capital Management, LLC | 0.57% | No change | 18,487 | $2.1M |
| Abundance Wealth Counselors | 0.45% | Add +294.9% | 18,391 | $2.1M |
| Harbour Investments, Inc. | 0.06% | Add +112.5% | 18,234 | $2.0M |
| Transcend Capital Advisors, LLC | 0.15% | Add +4.0% | 18,149 | $2.0M |
| Investment Advisory Group, LLC | 0.68% | Reduce -0.4% | 18,123 | $2.0M |
| Provenance Wealth Advisors, LLC | 0.26% | No change | 18,043 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -22.6% | 17,976 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Reduce -3.7% | 17,951 | $2.0M |
| Crews Bank & Trust | 0.34% | — | 17,882 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -7.1% | 17,481 | $2.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +0.0% | 17,049 | $1.9M |
| Fifth Third Securities, Inc. | 0.16% | Add +1.7% | 16,686 | $1.9M |
| Western Wealth Management, LLC | 0.10% | Reduce -0.3% | 16,647 | $1.9M |
| HFG Advisors, Inc. | 1.63% | Reduce -0.8% | 16,583 | $1.9M |
| Ironwood Financial, llc | 0.39% | Add +5.9% | 16,385 | $1.8M |
| Moloney Securities Asset Management, LLC | 0.25% | Reduce -1.9% | 16,376 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +0.3% | 16,337 | $1.8M |
| Onyx Bridge Wealth Group LLC | 0.26% | Add +0.1% | 16,307 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Reduce -10.9% | 16,248 | $1.8M |
| Woodstock Corp. | 0.17% | No change | 16,180 | $1.8M |
| Apex Wealth Management, LLC | 1.56% | — | 16,105 | $1.8M |
| Genesis Private Wealth, LLC | 0.99% | — | 16,014 | $1.8M |
| Csenge Advisory Group | 0.10% | Add +34.9% | 15,937 | $1.8M |
| Jaffetilchin Investment Partners, LLC | 0.13% | Add +4.0% | 15,811 | $1.8M |
| Regal Investment Advisors LLC | 0.13% | Reduce -2.4% | 15,792 | $1.8M |
| Bessemer Group Inc. | 0.00% | Reduce -4.3% | 15,663 | $1.8M |
| Bogart Wealth, LLC | 0.08% | New | 15,632 | $1.8M |
| Raelipskie Partnership | 0.86% | Reduce -11.9% | 15,425 | $1.7M |
| Fiduciary Group, LLC | 0.17% | Add +33.9% | 15,364 | $1.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | Reduce -9.2% | 15,243 | $1.7M |
| SOA Wealth Advisors, LLC. | 0.31% | Reduce -0.3% | 15,214 | $1.7M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -2.2% | 15,170 | $1.7M |
| Focus Partners Wealth | 0.00% | Reduce -92.9% | 15,157 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Add +5.5% | 15,147 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.9% | 14,977 | $1.7M |
| Wealth Alliance, LLC | 0.19% | New | 14,507 | $1.6M |
| Aft, Forsyth & Company, Inc. | 0.79% | Reduce -3.4% | 14,409 | $1.6M |
| Citigroup Inc. | 0.00% | Add +47.8% | 14,342 | $1.6M |
| Mutual Advisors, LLC | 0.05% | Reduce -15.7% | 14,053 | $1.6M |
| Madden Advisory Services, Inc. | 0.74% | No change | 14,255 | $1.6M |
| ProVise Management Group, LLC | 0.14% | Add +0.0% | 14,206 | $1.6M |
| Jackson, Grant Investment Advisers, Inc. | 0.60% | Add +1.0% | 13,898 | $1.6M |
| AE Wealth Management LLC | 0.01% | Reduce -43.9% | 13,851 | $1.6M |
| Synovus Financial Corp. | 0.02% | Reduce -2.1% | 13,588 | $1.5M |
| Ancora Advisors LLC | 0.03% | Reduce -10.6% | 13,495 | $1.5M |
| NCM Capital Management, LLC | 0.68% | Reduce -0.7% | 13,396 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -35.8% | 13,383 | $1.5M |
| Ridgecrest Wealth Partners, LLC | 0.81% | Add +1.7% | 13,376 | $1.5M |
| Financial Advocates Investment Management | 0.09% | Reduce -0.2% | 13,347 | $1.5M |
| Strategic Financial Concepts, LLC | 0.29% | Add +310.8% | 13,343 | $1.5M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -1.7% | 13,339 | $1.5M |
| RDA Financial Network | 0.44% | Reduce -11.2% | 13,333 | $1.5M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +6.0% | 13,307 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.11% | Reduce -2.2% | 13,259 | $1.5M |
| Concord Wealth Partners | 0.24% | Reduce -5.2% | 13,192 | $1.5M |
| Walkner Condon Financial Advisors LLC | 0.30% | Reduce -14.3% | 13,134 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.21% | Add +9.6% | 13,120 | $1.5M |
| Argent Trust Co | 0.06% | No change | 12,873 | $1.4M |
| Harbor Investment Advisory, LLC | 0.13% | Add +0.3% | 12,708 | $1.4M |
| Court Place Advisors, LLC | 0.46% | Reduce -11.0% | 12,691 | $1.4M |
| Red Door Wealth Management, LLC | 0.22% | Add +4.6% | 12,550 | $1.4M |
| First National Corp. /Ma/ | 0.31% | Add +8.8% | 12,355 | $1.4M |
| 180 Wealth Advisors, LLC | 0.22% | Reduce -0.9% | 12,248 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -25.9% | 12,193 | $1.4M |
| Cornerstone Advisors Asset Management, LLC | 0.29% | Add +1.0% | 12,025 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -85.5% | 11,882 | $1.3M |
| PFG Investments, LLC | 0.08% | Reduce -0.1% | 11,726 | $1.3M |
| Biondo Investment Advisors, LLC | 0.18% | Reduce -3.4% | 11,669 | $1.3M |
| CoreCap Advisors, LLC | 0.06% | Reduce -3.3% | 11,619 | $1.3M |
| ICONIQ Capital, LLC | 0.02% | New | 11,565 | $1.3M |
| Wellspring Financial Advisors, LLC | 0.13% | Add +1.0% | 11,488 | $1.3M |
| Atlas Legacy Advisors, LLC | 0.31% | — | 11,376 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Reduce -0.8% | 11,323 | $1.3M |
| Quadcap Wealth Management, LLC | 0.19% | Reduce -0.3% | 11,256 | $1.3M |
| Pettyjohn, Wood & White, Inc. | 0.23% | Reduce -0.3% | 11,176 | $1.3M |
| Parsons Capital Management Inc. | 0.07% | Reduce -0.3% | 11,130 | $1.2M |
| Teamwork Financial Advisors, LLC | 0.16% | Reduce -32.9% | 11,085 | $1.2M |
| 1900 Wealth Management LLC | 0.10% | Add +0.4% | 11,036 | $1.2M |
| Krilogy Financial LLC | 0.08% | Reduce -8.1% | 10,871 | $1.2M |
| Arax Advisory Partners | 0.08% | Reduce -48.9% | 10,824 | $1.2M |
| MV Capital Management, Inc. | 0.13% | No change | 10,719 | $1.2M |
| Optima Capital LLC | 0.82% | — | 10,639 | $1.2M |
| Collaborative Wealth Managment Inc. | 0.54% | Reduce -2.8% | 10,621 | $1.2M |
| Beacon Bank & Trust | 0.28% | Reduce -0.5% | 10,580 | $1.2M |
| Clifford Swan Investment Counsel LLC | 0.04% | No change | 10,523 | $1.2M |
| Litman Gregory Wealth Management LLC | 0.10% | No change | 10,355 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.7% | 10,318 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Reduce -8.8% | 10,290 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Add +1.6% | 10,279 | $1.2M |
| Kovack Advisors, Inc. | 0.11% | Add +0.5% | 10,243 | $1.1M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -5.0% | 10,184 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.8% | 10,183 | $1.1M |
| Cornell Pochily Investment Advisors, Inc. | 0.39% | Add +1.1% | 10,062 | $1.1M |
| Avestar Capital, LLC | 0.10% | Reduce -1.0% | 10,000 | $1.1M |
| NBT Bank, N.A. | 0.08% | Reduce -0.2% | 9,969 | $1.1M |
| Intrepid Financial Planning Group LLC | 0.47% | Reduce -15.0% | 9,925 | $1.1M |
| Weaver Consulting Group | 0.34% | Reduce -1.2% | 9,876 | $1.1M |
| Lion Street Advisors, LLC | 0.35% | Reduce -10.7% | 9,714 | $1.1M |
| Anchor Investment Management, LLC | 0.10% | Reduce -2.5% | 9,707 | $1.1M |
| Patten Group, Inc. | 0.24% | Add +22.9% | 9,668 | $1.1M |
| White Pine Capital LLC | 0.36% | Reduce -2.1% | 9,548 | $1.1M |
| Straight Path Wealth Management | 0.42% | Add +1.0% | 9,411 | $1.1M |
| Archer Investment Corp | 0.28% | Add +3.5% | 9,385 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.06% | Reduce -4.5% | 9,191 | $1.0M |
| MAI Capital Management | 0.01% | Add +97.0% | 9,320 | $1.0M |
| Howe & Rusling Inc. | 0.09% | Reduce -3.0% | 9,313 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.04% | New | 9,278 | $1.0M |
| NewEdge Wealth, LLC | 0.02% | New | 9,278 | $1.0M |
| Independent Financial Group, LLC | 0.03% | Add +0.4% | 9,062 | $1.0M |
| Cobblestone Capital Advisors LLC | 0.05% | Add +41.5% | 8,970 | $1.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.36% | Reduce -0.9% | 8,906 | $1000K |
| Patton Albertson Miller Group, LLC | 0.13% | Reduce -25.6% | 8,902 | $999K |
| Sound View Wealth Advisors Group, LLC | 0.08% | Add +4.5% | 8,852 | $994K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.3% | 8,799 | $988K |
| Collective Family Office LLC | 0.26% | Add +13.8% | 8,595 | $965K |
| Summit Investment Advisory Services, LLC | 0.50% | Reduce -1.0% | 8,559 | $961K |
| First Heartland Consultants, Inc. | 0.10% | Add +6.3% | 8,411 | $944K |
| Sunesis Advisors, LLC | 0.57% | No change | 8,383 | $941K |
| Soltis Investment Advisors LLC | 0.09% | Add +13.7% | 8,365 | $939K |
| Hohimer Wealth Management, LLC | 0.18% | No change | 8,280 | $930K |
| Park Avenue Securities LLC | 0.01% | Reduce -68.8% | 8,257 | $927K |
| Element Wealth, LLC | 0.48% | Reduce -6.4% | 8,223 | $923K |
| Independent Advisor Alliance | 0.01% | New | 8,206 | $921K |
| Romano Brothers and Company | 0.12% | No change | 8,205 | $921K |
| Caldwell Trust Co | 0.10% | Add +4.1% | 8,189 | $919K |
| 1 North Wealth Services LLC | 0.39% | — | 8,140 | $914K |
| Sage Financial Group Inc. | 0.07% | No change | 8,021 | $900K |
| Brown Advisory Inc. | 0.00% | No change | 7,949 | $892K |
| GWN Securities Inc. | 0.24% | — | 7,785 | $891K |
| Talisman Wealth Advisors LLC | 0.94% | Add +4.5% | 7,903 | $887K |
| Van Hulzen Asset Management, LLC | 0.06% | Reduce -0.0% | 7,834 | $879K |
| Apollon Financial, LLC | 0.22% | Reduce -1.0% | 7,810 | $877K |
| Johnson Investment Counsel Inc. | 0.01% | Add +45.0% | 7,741 | $869K |
| Prosperity Consulting Group, LLC | 0.07% | Add +42.8% | 7,720 | $867K |
| Claro Advisors Inc. | 0.12% | Reduce -0.4% | 7,717 | $866K |
| Prospera Financial Services Inc | 0.02% | Reduce -6.9% | 7,605 | $855K |
| Northwest Bancshares, Inc. | 0.16% | Reduce -0.5% | 7,587 | $852K |
| D'Orazio & Associates, Inc. | 0.13% | Reduce -16.8% | 7,559 | $849K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -0.1% | 7,424 | $833K |
| Cresta Advisors, Ltd. | 0.43% | No change | 7,066 | $831K |
| Mosaic Family Wealth Partners, LLC | 0.12% | Add +1.6% | 7,354 | $826K |
| Forefront Wealth Management Inc. | 0.76% | — | 7,318 | $822K |
| Patten & Patten Inc. | 0.05% | Reduce -0.6% | 7,250 | $814K |
| NorthCoast Asset Management LLC | 0.00% | Add +1.0% | 7,164 | $804K |
| Merit Financial Group, LLC | 0.01% | Reduce -18.7% | 7,092 | $796K |
| Wedbush Securities Inc. | 0.03% | Reduce -4.3% | 7,013 | $787K |
| Financial Counselors Inc. | 0.01% | Reduce -11.8% | 6,991 | $785K |
| JSF Financial, LLC | 0.21% | Reduce -29.9% | 6,869 | $771K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -62.0% | 6,835 | $767K |
| Tacita Capital Inc | 0.55% | Add +7.5% | 6,829 | $767K |
| Private Trust Co. NA | 0.08% | Reduce -5.3% | 6,787 | $762K |
| Amplius Wealth Advisors, LLC | 0.08% | Reduce -9.3% | 6,765 | $759K |
| JB Capital LLC | 0.04% | Add +19.7% | 6,721 | $754K |
| Evelyn Partners Asset Management Ltd | 0.20% | — | 6,608 | $742K |
| Flagstar Securities, Inc. | 0.18% | Add +7.2% | 6,589 | $740K |
| Investment Partners, LTD. | 0.30% | Reduce -4.6% | 6,571 | $738K |
| Climber Capital SA | 0.60% | — | 6,500 | $729K |
| Sax Wealth Advisors, LLC | 0.06% | No change | 6,435 | $722K |
| KFA Private Wealth Group, LLC | 0.30% | Add +4.8% | 6,426 | $721K |
| Philadelphia Trust Co. | 0.05% | No change | 6,417 | $720K |
| Phoenix Wealth Advisors | 0.31% | Add +186.7% | 6,410 | $720K |
| Inspirion Wealth Advisors, LLC | 0.10% | No change | 6,347 | $712K |
| MCF Advisors LLC | 0.05% | Add +49.5% | 6,338 | $711K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -6.0% | 6,324 | $710K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -0.8% | 6,321 | $710K |
| Integrated Advisors Network LLC | 0.03% | Reduce -3.4% | 6,232 | $700K |
| Deutsche Bank AG | 0.00% | Reduce -23.7% | 6,186 | $694K |
| Cornerstone Planning, LLC | 0.26% | — | 6,174 | $693K |
| SouthState Bank Corp | 0.05% | Reduce -0.6% | 6,158 | $691K |
| Baring Financial LLC | 0.61% | — | 6,127 | $688K |
| Jacobi Capital Management LLC | 0.05% | Reduce -4.3% | 6,124 | $687K |
| Jane Street Group, LLC | 0.00% | New | 6,062 | $681K |
| Albion Financial Group | 0.05% | Add +9.2% | 6,044 | $679K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -66.3% | 6,019 | $676K |
| Northern Trust Corp. | 0.00% | Reduce -2.0% | 6,011 | $675K |
| First Manhattan Co. Llc. | 0.00% | No change | 6,003 | $674K |
| Clearstead Advisors, LLC | 0.01% | Reduce -5.5% | 5,901 | $662K |
| Black Diamond Financial, LLC | 0.10% | No change | 5,865 | $658K |
| LongView Wealth Management | 0.20% | Reduce -4.7% | 5,850 | $657K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.2% | 5,802 | $650K |
| Chapin Davis, Inc. | 0.21% | No change | 5,486 | $645K |
| Investment Partners Asset Management, Inc. | 0.50% | Add +2.6% | 5,678 | $637K |
| Pursue Wealth Partners LLC | 0.36% | No change | 5,666 | $636K |
| Sugarloaf Wealth Management, LLC | 0.12% | No change | 5,637 | $633K |
| Money Concepts Capital Corp. | 0.05% | Add +5.5% | 5,550 | $623K |
| Sovereign Financial Group, Inc. | 0.14% | Add +21.9% | 5,542 | $622K |
| LGL Partners, LLC | 0.09% | No change | 5,488 | $616K |
| Savant Capital, LLC | 0.00% | Reduce -14.4% | 5,466 | $614K |
| Helium Advisors LLC | 0.48% | — | 5,425 | $609K |
| Arete Wealth Advisors, LLC | 0.04% | Add +12.7% | 5,429 | $609K |
| Focus Financial Network, Inc. | 0.02% | Add +0.1% | 5,409 | $607K |
| Magnolia Capital Advisors LLC | 0.16% | Add +55.0% | 5,406 | $607K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -63.9% | 5,402 | $606K |
| Fiduciary Trust Co | 0.01% | No change | 5,384 | $604K |
| Pps&v Asset Management Consultants, Inc. | 0.40% | No change | 5,319 | $597K |
| Tectonic Advisors LLC | 0.04% | Reduce -0.9% | 5,313 | $596K |
| Lazard Asset Management LLC | 0.00% | No change | 5,300 | $594K |
| Alpha Financial Partners LLC | 0.47% | New | 5,284 | $593K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -15.9% | 5,281 | $593K |
| Christensen, King & Associates Investment Services, Inc. | 0.27% | Reduce -0.6% | 5,182 | $584K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +7.6% | 5,195 | $583K |
| Calamos Wealth Management LLC | 0.03% | Add +108.6% | 5,164 | $580K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +88.8% | 5,135 | $576K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +0.3% | 5,095 | $572K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +13.6% | 5,061 | $568K |
| RFG Advisory, LLC | 0.02% | Reduce -14.1% | 5,046 | $566K |
| Zions Bancorporation, N.A. | 0.04% | Add +92.9% | 5,045 | $566K |
| Gray Wealth Management Inc. | 0.21% | Reduce -3.0% | 5,032 | $565K |
| SteelPeak Wealth, LLC | 0.02% | New | 5,000 | $561K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,990 | $560K |
| Merriman Wealth Management, LLC | 0.02% | No change | 4,944 | $555K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +90.8% | 4,927 | $553K |
| Continuum Advisory, LLC | 0.07% | Add +16.3% | 4,867 | $546K |
| Operose Advisors LLC | 0.18% | Add +5.5% | 4,783 | $537K |
| AQR Capital Management | 0.00% | Add +7.0% | 4,755 | $534K |
| David J Yvars Group | 0.33% | Add +62.3% | 4,755 | $534K |
| CGN Advisors LLC | 0.05% | Add +8.2% | 4,752 | $533K |
| GDS Wealth Management | 0.05% | Reduce -10.6% | 4,751 | $533K |
| Annex Advisory Services, LLC | 0.02% | New | 4,714 | $529K |
| Bank of Nova Scotia | 0.00% | No change | 4,690 | $526K |
| Bleakley Financial Group, LLC | 0.02% | Add +130.4% | 4,681 | $525K |
| Spire Wealth Management | 0.02% | Reduce -34.4% | 4,676 | $525K |
| Founders Financial Securities LLC | 0.05% | Add +134.5% | 4,673 | $525K |
| NorthRock Partners, LLC | 0.02% | No change | 4,637 | $521K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.6% | 4,620 | $519K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -3.6% | 4,603 | $517K |
| Impact Partnership Wealth, LLC | 0.10% | New | 4,595 | $516K |
| HCR Wealth Advisors | 0.06% | No change | 4,585 | $515K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +10.1% | 4,581 | $514K |
| PMG Wealth Management, Inc. | 0.47% | — | 4,550 | $511K |
| BCS Wealth Management | 0.13% | Reduce -8.4% | 4,517 | $507K |
| Pension & Wealth Management Advisors, Inc. | 0.20% | Add +0.0% | 4,502 | $505K |
| Vicus Capital | 0.04% | Add +2.2% | 4,467 | $501K |
| Creekmur Asset Management LLC | 0.11% | Reduce -17.2% | 4,448 | $499K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +73.7% | 4,420 | $496K |
| Eagle Strategies LLC | 0.08% | Add +6.4% | 4,354 | $489K |
| CFS Investment Advisory Services, LLC | 0.04% | New | 4,343 | $488K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.1% | 4,332 | $486K |
| Olde Wealth Management, LLC | 0.17% | No change | 4,322 | $485K |
| Vantage Financial Partners, LLC | 0.12% | Reduce -7.5% | 4,316 | $485K |
| Tassel Capital Management, Inc. | 0.42% | — | 4,245 | $477K |
| Independent Wealth Network Inc. | 0.19% | Add +13.2% | 4,208 | $472K |
| Destination Wealth Management | 0.01% | Reduce -17.9% | 4,196 | $471K |
| Brooks, Moore & Associates, Inc. | 0.28% | Reduce -14.7% | 4,194 | $471K |
| Pacific Sun Financial Corp | 0.26% | No change | 4,179 | $469K |
| Eley Financial Management, Inc | 0.18% | Add +0.7% | 4,148 | $466K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -26.8% | 4,128 | $463K |
| Bluespring Wealth Management, LLC | 0.05% | No change | 4,126 | $463K |
| Mission Creek Capital Partners, Inc. | 0.10% | Reduce -3.1% | 4,121 | $463K |
| TrinityPoint Wealth, LLC | 0.06% | Reduce -0.5% | 4,070 | $457K |
| Trust Point Inc. | 0.03% | No change | 4,068 | $457K |
| Fort Sheridan Advisors LLC | 0.07% | Add +0.6% | 4,026 | $452K |
| Gateway Wealth Partners, LLC | 0.12% | Add +10.3% | 4,018 | $451K |
| Summit Wealth & Retirement Planning, Inc. | 0.14% | Reduce -1.0% | 4,006 | $450K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.3% | 4,002 | $449K |
| Meridian Management Co. | 0.12% | No change | 4,000 | $449K |
| Hixon Zuercher, LLC | 0.17% | Add +74.0% | 3,991 | $448K |
| Richwood Investment Advisors, LLC | 0.37% | Reduce -13.1% | 3,988 | $448K |
| NWF Advisory Services Inc. | 0.07% | Add +26.4% | 3,950 | $443K |
| Roman Butler Fullerton & Co. | 0.14% | Add +2.4% | 3,819 | $442K |
| Capital Advisors Wealth Management, LLC | 0.08% | Reduce -17.2% | 3,916 | $440K |
| Compound Planning, Inc. | 0.02% | Reduce -57.0% | 3,897 | $437K |
| Two Sigma Securities, LLC | 0.08% | New | 3,868 | $434K |
| Flputnam Investment Management Co. | 0.01% | New | 3,864 | $434K |
| Trust Co | 0.05% | Add +4.3% | 3,845 | $432K |
| Interchange Capital Partners, LLC | 0.15% | Reduce -5.1% | 3,805 | $427K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -11.5% | 3,803 | $427K |
| Hengehold Capital Management LLC | 0.04% | Add +0.3% | 3,795 | $426K |
| Naples Global Advisors, LLC | 0.04% | Reduce -0.5% | 3,787 | $425K |
| Madison Wealth Partners, Inc | 0.12% | Reduce -0.8% | 3,764 | $423K |
| Zullo Investment Group, Inc. | 0.17% | No change | 3,750 | $421K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -17.6% | 3,749 | $421K |
| Equitable Trust Co. | 0.02% | New | 3,738 | $420K |
| Quantinno Capital Management LP | 0.00% | Reduce -9.4% | 3,715 | $417K |
| Shira Ridge Wealth Management | 0.20% | Reduce -37.2% | 3,711 | $417K |
| Rik Saylor Financial, Inc. | 0.38% | — | 3,638 | $408K |
| Firestone Capital Management | 0.10% | No change | 3,600 | $404K |
| Atwater Malick LLC | 0.14% | Add +9.5% | 3,594 | $403K |
| Thompson David Blair | 0.29% | — | 3,572 | $401K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -70.3% | 3,571 | $401K |
| Everpar Advisors LLC | 0.20% | New | 3,541 | $398K |
| Ashton Thomas Private Wealth, LLC | 0.02% | New | 3,533 | $397K |
| Greenline Partners, LLC | 0.05% | No change | 3,496 | $392K |
| Allie Family Office LLC | 0.22% | No change | 3,050 | $389K |
| Alpha Omega Wealth Management LLC | 0.07% | Reduce -2.2% | 3,442 | $386K |
| Tennessee Valley Asset Management Partners | 0.06% | Reduce -26.8% | 3,433 | $385K |
| Capital Analysts, LLC | 0.02% | No change | 3,423 | $384K |
| Perennial Investment Advisors, LLC | 0.04% | Add +4.7% | 3,378 | $379K |
| Smith, Moore & Co. | 0.03% | Add +0.1% | 3,377 | $379K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +12.2% | 3,359 | $377K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.9% | 3,353 | $376K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -3.5% | 3,335 | $374K |
| Tsfg, LLC | 0.08% | Reduce -9.1% | 3,332 | $374K |
| Modera Wealth Management, LLC | 0.00% | Reduce -5.4% | 3,323 | $373K |
| Sageworth Trust Co | 0.02% | No change | 3,321 | $373K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.3% | 3,316 | $372K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -1.4% | 3,305 | $371K |
| Flagship Wealth Advisors, LLC | 0.22% | — | 3,291 | $369K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.0% | 3,286 | $368K |
| WealthShield Partners, LLC | 0.05% | Reduce -53.5% | 3,263 | $366K |
| Mgo One Seven LLC | 0.01% | Reduce -1.9% | 3,263 | $366K |
| Shum Financial Group, Inc. | 0.32% | Add +5.1% | 3,251 | $365K |
| Brookstone Capital Management | 0.01% | Reduce -17.7% | 3,213 | $361K |
| Hanover Advisors Inc. | 0.15% | Reduce -4.5% | 3,199 | $359K |
| Icon Wealth Advisors, LLC | 0.03% | New | 3,193 | $358K |
| Obsidian Cio, LLC | 0.07% | New | 3,190 | $358K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 3,182 | $357K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -32.9% | 3,163 | $355K |
| True North Advisors, LLC | 0.08% | New | 3,156 | $354K |
| Client 1ST Advisory Group, LLC | 0.14% | Reduce -5.3% | 3,154 | $354K |
| Pettinga Financial Advisors LLC | 0.08% | Add +42.2% | 3,150 | $354K |
| WBH Advisory Inc. | 0.03% | Reduce -5.7% | 3,145 | $353K |
| Evernest Financial Advisors, LLC | 0.09% | New | 3,128 | $351K |
| BTG Pactual Asset Management US LLC | 0.05% | No change | 3,337 | $349K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 3,097 | $348K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -8.2% | 3,096 | $348K |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 3,087 | $347K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -1.9% | 3,083 | $346K |
| New England Private Wealth Advisors LLC | 0.05% | No change | 3,077 | $345K |
| Birchcreek Wealth Management, LLC | 0.22% | Add +13.6% | 3,073 | $345K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.3% | 3,072 | $345K |
| Wealthstar Advisors, LLC | 0.15% | — | 3,070 | $345K |
| Human Investing LLC | 0.06% | No change | 3,068 | $344K |
| Cove Private Wealth, LLC | 0.21% | New | 3,062 | $344K |
| Brighton Jones LLC | 0.01% | New | 3,048 | $342K |
| Citizens National Bank Trust Department | 0.07% | No change | 3,025 | $340K |
| Family Capital Trust Co | 0.11% | No change | 3,000 | $337K |
| Cathy Pareto & Associates, Inc. | 0.31% | — | 2,997 | $336K |
| Tyler-Stone Wealth Management | 0.06% | Add +0.1% | 2,984 | $335K |
| Barrett & Company, Inc. | 0.14% | Add +0.4% | 2,974 | $334K |
| Atlatl Advisers LLC | 0.19% | — | 2,942 | $330K |
| Woodward Diversified Capital, LLC | 0.24% | Add +5.8% | 2,915 | $327K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -0.3% | 2,910 | $327K |
| Gen-Wealth Partners Inc | 0.14% | No change | 2,904 | $326K |
| Kelly Financial Group LLC | 0.12% | — | 2,904 | $326K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -3.1% | 2,882 | $324K |
| AlphaStar Capital Management, LLC | 0.03% | No change | 2,881 | $323K |
| Means Investment Co., Inc. | 0.03% | Reduce -0.8% | 2,858 | $321K |
| Monterey Private Wealth, Inc. | 0.11% | Reduce -3.2% | 2,849 | $320K |
| Compass Financial Services Inc | 0.18% | — | 2,843 | $319K |
| CFM Wealth Partners LLC | 0.05% | No change | 2,836 | $318K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.5% | 2,796 | $313K |
| Vertex Planning Partners, LLC | 0.07% | Reduce -4.5% | 2,731 | $307K |
| Beverly Hills Private Wealth, LLC | 0.06% | New | 2,718 | $305K |
| Lodestar Private Asset Management LLC | 0.04% | Add +1.0% | 2,718 | $305K |
| Kitching Partners, LLC | 0.39% | Reduce -5.5% | 2,710 | $304K |
| Fermata Advisors, LLC | 0.06% | Reduce -2.6% | 2,688 | $302K |
| HBW Advisory Services LLC | 0.03% | Add +0.9% | 2,683 | $301K |
| Sfmg, LLC | 0.02% | Add +0.9% | 2,648 | $297K |
| TrueWealth Advisors, LLC | 0.10% | No change | 2,643 | $297K |
| Note Advisors, LLC | 0.26% | — | 2,623 | $294K |
| Valued Retirements, Inc. | 0.40% | Add +0.2% | 2,621 | $294K |
| WealthBridge Capital Management, LLC | 0.08% | Add +0.3% | 2,611 | $293K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -8.7% | 2,571 | $289K |
| Apollon Wealth Management, LLC | 0.01% | Add +38.7% | 2,571 | $289K |
| Financial Insights, Inc. | 0.11% | No change | 2,527 | $284K |
| Betterment LLC | 0.00% | New | 2,521 | $283K |
| Lowe Wealth Advisors, LLC | 0.12% | No change | 2,510 | $282K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 2,500 | $281K |
| Verus Capital Partners, LLC | 0.03% | New | 2,481 | $279K |
| South Plains Financial, Inc. | 0.21% | — | 2,455 | $276K |
| Consilio Wealth Advisors, LLC | 0.11% | No change | 2,435 | $273K |
| Visionary Wealth Advisors | 0.02% | Add +0.7% | 2,434 | $273K |
| McCarthy & Cox | 0.09% | No change | 2,430 | $273K |
| Essex Bank | 0.07% | No change | 2,427 | $272K |
| Glen Eagle Advisors, LLC | 0.05% | Add +0.0% | 2,424 | $272K |
| Fortitude Family Office, LLC | 0.10% | Add +14.9% | 2,390 | $268K |
| International Assets Investment Management, LLC | 0.02% | Reduce -0.6% | 2,382 | $268K |
| HBK Sorce Advisory LLC | 0.01% | Add +3.1% | 2,382 | $267K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -36.0% | 2,381 | $267K |
| Sterling Investment Advisors LLC | 0.16% | No change | 2,365 | $265K |
| Private Portfolio Partners LLC | 0.05% | Add +6.6% | 2,354 | $264K |
| Horizon Investments, LLC | 0.01% | New | 2,332 | $262K |
| Aspiriant, LLC | 0.01% | Reduce -10.0% | 2,314 | $260K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.5% | 2,308 | $259K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -34.2% | 2,286 | $257K |
| Cascade Financial Partners, LLC | 0.03% | No change | 2,280 | $256K |
| Gradient Investments LLC | 0.01% | Reduce -0.8% | 2,264 | $254K |
| Clarity Financial LLC | 0.03% | New | 2,258 | $254K |
| Valley National Advisers Inc. | 0.05% | Add +24.6% | 2,257 | $253K |
| Hilltop Holdings Inc. | 0.02% | Reduce -32.3% | 2,222 | $249K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,204 | $247K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.1% | 2,200 | $247K |
| Assetmark, Inc. | 0.00% | Add +745.8% | 2,199 | $247K |
| Bison Wealth, LLC | 0.05% | Reduce -2.0% | 2,187 | $246K |
| Signaturefd, LLC | 0.00% | New | 2,163 | $243K |
| Dudley Capital Management, LLC | 0.12% | Add +13.3% | 2,132 | $239K |
| PBMares Wealth Management LLC | 0.05% | Reduce -7.8% | 2,120 | $238K |
| AlphaMark Advisors, LLC | 0.10% | New | 2,120 | $238K |
| Pines Wealth Management, LLC | 0.10% | — | 2,143 | $238K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +4.5% | 2,115 | $237K |
| Trust Co. of Vermont | 0.01% | Add +212.0% | 2,106 | $236K |
| Milestone Asset Management Group, LLC | 0.21% | — | 2,104 | $236K |
| Moors & Cabot, Inc. | 0.01% | Add +14.8% | 2,089 | $235K |
| Kintra Wealth, LLC | 0.16% | Reduce -15.7% | 2,088 | $234K |
| UMB Bank, n.a. | 0.00% | No change | 2,080 | $234K |
| Novem Group | 0.03% | — | 2,079 | $233K |
| EPG Wealth Management LLC | 0.06% | Add +0.8% | 2,074 | $233K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +2.0% | 2,070 | $232K |
| Mather Group, Llc. | 0.00% | Reduce -0.8% | 2,053 | $231K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 2,052 | $230K |
| High Falls Advisors, Inc | 0.05% | Add +1.0% | 2,040 | $229K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 2,028 | $228K |
| SOL Capital Management CO | 0.03% | No change | 2,000 | $225K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +3.8% | 2,004 | $225K |
| HC Advisors, LLC | 0.18% | New | 2,000 | $225K |
| Marshall Financial Group, LLC | 0.05% | No change | 2,000 | $225K |
| Marino, Stram & Associates LLC | 0.05% | Reduce -1.9% | 1,985 | $223K |
| Stonegate Investment Group, LLC | 0.01% | No change | 1,980 | $222K |
| Perigon Wealth Management, LLC | 0.01% | Add +6.6% | 1,940 | $222K |
| Consolidated Portfolio Review Corp | 0.04% | New | 1,967 | $221K |
| Chemistry Wealth Management LLC | 0.05% | No change | 1,950 | $219K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | No change | 1,943 | $218K |
| McAdam, LLC | 0.01% | New | 1,933 | $217K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1206.1% | 1,933 | $217K |
| Concentrum Wealth Management | 0.08% | New | 1,926 | $216K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -39.6% | 1,920 | $216K |
| Symphony Financial, Ltd. Co. | 0.03% | Reduce -5.3% | 1,862 | $215K |
| GC Wealth Management RIA, LLC | 0.04% | No change | 1,907 | $214K |
| Parcion Private Wealth LLC | 0.02% | No change | 1,900 | $213K |
| Kades & Cheifetz LLC | 0.11% | Add +1.0% | 1,886 | $212K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 1,884 | $211K |
| SageView Advisory Group, LLC | 0.01% | Reduce -32.0% | 1,883 | $211K |
| Strategies Wealth Advisors, LLC | 0.03% | No change | 1,819 | $211K |
| Criterion Capital Advisors, LLC | 0.13% | No change | 1,915 | $208K |
| Realta Investment Advisors | 0.09% | Reduce -36.2% | 1,845 | $208K |
| Vision Capital Management, Inc. | 0.03% | Add +0.5% | 1,848 | $207K |
| Indiana Trust & Investment Management Co | 0.07% | Reduce -1.9% | 1,841 | $207K |
| San Luis Wealth Advisors LLC | 0.04% | Add +1.0% | 1,837 | $206K |
| Conservest Capital Advisors, Inc. | 0.02% | New | 1,835 | $206K |
| Armor Investment Advisors, LLC | 0.08% | No change | 1,833 | $206K |
| Concorde Asset Management, LLC | 0.11% | Reduce -50.4% | 1,831 | $206K |
| Clearstead Trust, LLC | 0.04% | Add +1.0% | 1,824 | $205K |
| Covenant Asset Management, LLC | 0.05% | Reduce -10.1% | 1,818 | $204K |
| Tyche Wealth Partners LLC | 0.04% | New | 1,811 | $203K |
| First Horizon Advisors, Inc. | 0.01% | Add +31.8% | 1,808 | $203K |
| Salvus Wealth Management, LLC | 0.13% | No change | 1,795 | $202K |
| Southeast Asset Advisors, LLC | 0.02% | No change | 1,790 | $201K |
| Whittier Trust Co. | 0.00% | No change | 1,754 | $197K |
| Valued Wealth Advisors LLC | 0.12% | Add +10843.8% | 1,751 | $197K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 1,535 | $172K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +7.0% | 1,516 | $170K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.7% | 1,489 | $167K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.3% | 1,481 | $166K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,425 | $160K |
| Golden State Wealth Management, LLC | 0.02% | — | 1,416 | $159K |
| Colonial Trust Co / SC | 0.02% | Add +10.7% | 1,358 | $152K |
| Measured Risk Portfolios, Inc. | 0.16% | — | 1,302 | $146K |
| Signature Resources Capital Management, LLC | 0.13% | No change | 1,253 | $141K |
| CVA Family Office, LLC | 0.02% | No change | 1,187 | $133K |
| Manchester Capital Management LLC | 0.02% | No change | 1,166 | $131K |
| Paladin Advisory Group, LLC | 0.10% | Reduce -3.5% | 1,148 | $129K |
| Register Financial Advisors LLC | 0.06% | Reduce -2.0% | 1,131 | $127K |
| Community Bank, N.A. | 0.02% | No change | 1,100 | $123K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.2% | 1,063 | $119K |
| New Republic Capital, LLC | 0.07% | No change | 1,000 | $112K |
| Centerpoint Advisors, LLC | 0.04% | No change | 1,000 | $112K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 948 | $106K |
| Larson Financial Group LLC | 0.01% | No change | 944 | $106K |
| Grand Wealth Management, LLC | 0.06% | No change | 918 | $103K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 880 | $99K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -3.8% | 880 | $99K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | Add +0.8% | 877 | $98K |
| CENTRAL TRUST Co | 0.00% | Reduce -27.5% | 872 | $98K |
| McClarren Financial Advisors, Inc. | 0.26% | Add +149.3% | 830 | $93K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +12.2% | 827 | $93K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 820 | $92K |
| Fifth Third Bancorp | 0.00% | Reduce -1.4% | 813 | $91K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.4% | 775 | $87K |
| Sandy Spring Bank | 0.00% | No change | 750 | $84K |
| WR Wealth Planners, LLC | 0.03% | Reduce -55.9% | 732 | $82K |
| LRI Investments, LLC | 0.01% | No change | 720 | $81K |
| Rothschild Investment LLC | 0.01% | No change | 710 | $80K |
| North Star Investment Management Corp. | 0.01% | No change | 700 | $79K |
| Nova Wealth Management, Inc. | 0.07% | — | 694 | $78K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -13.1% | 665 | $75K |
| Hollencrest Capital Management | 0.00% | No change | 650 | $73K |
| Centricity Wealth Management, LLC | 0.07% | — | 622 | $70K |
| Glassman Wealth Services | 0.01% | Add +1.0% | 593 | $67K |
| FSA Wealth Management LLC | 0.03% | Add +2.1% | 575 | $65K |
| Key Financial Inc | 0.01% | No change | 573 | $64K |
| True Wealth Design, LLC | 0.02% | No change | 572 | $64K |
| PSI Advisors, LLC | 0.02% | No change | 560 | $63K |
| Legacy Investment Solutions, LLC | 0.04% | No change | 542 | $62K |
| Legacy Wealth Managment, LLC | 0.04% | No change | 542 | $62K |
| Clear Investment Research, LLC | 0.08% | Add +2.6% | 551 | $62K |
| Creative Financial Designs Inc. | 0.01% | Add +0.2% | 551 | $62K |
| Eastern Bank | 0.00% | No change | 545 | $61K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +89.7% | 552 | $61K |
| Tidemark, LLC | 0.02% | No change | 534 | $60K |
| Coppell Advisory Solutions LLC | 0.01% | Add +10.5% | 525 | $59K |
| Montag A & Associates Inc. | 0.00% | No change | 501 | $56K |
| Quadrant Capital Group LLC | 0.00% | No change | 500 | $56K |
| Financial Connections Group, Inc. | 0.03% | Reduce -2.6% | 495 | $55K |
| Stephens Consulting, LLC | 0.01% | No change | 474 | $53K |
| Synergy Investment Management, LLC | 0.02% | — | 466 | $52K |
| Tompkins Financial Corp. | 0.00% | No change | 450 | $51K |
| Compass Wealth Management LLC | 0.01% | No change | 444 | $50K |
| Ameriflex Group, Inc. | 0.02% | — | 433 | $50K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +28.7% | 435 | $49K |
| First Community Trust NA | 0.03% | No change | 435 | $49K |
| Gables Capital Management Inc. | 0.02% | No change | 415 | $47K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -56.0% | 414 | $47K |
| YANKCOM Partnership | 0.02% | — | 401 | $45K |
| MGB Wealth Management, LLC | 0.01% | No change | 400 | $45K |
| Vermillion Wealth Management, Inc. | 0.02% | — | 398 | $45K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -7.7% | 374 | $43K |
| Roxbury Financial LLC | 0.04% | — | 350 | $42K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 356 | $40K |
| Caitlin John, LLC | 0.03% | No change | 345 | $39K |
| AllSquare Wealth Management LLC | 0.02% | No change | 323 | $36K |
| Colonial Trust Advisors | 0.00% | Reduce -50.8% | 314 | $35K |
| Avalon Trust Co | 0.00% | No change | 300 | $34K |
| Westside Investment Management, Inc. | 0.01% | No change | 297 | $33K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 285 | $32K |
| Providence First Trust Co | 0.01% | New | 270 | $30K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -12.9% | 269 | $30K |
| Bellevue Asset Management, LLC | 0.01% | No change | 250 | $28K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 250 | $28K |
| NFSG Corp | 0.01% | No change | 241 | $27K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 234 | $26K |
| Smartleaf Asset Management LLC | 0.00% | No change | 230 | $26K |
| City Holding Co. | 0.00% | No change | 225 | $25K |
| Castleview Partners, LLC | 0.01% | No change | 212 | $24K |
| 2UniFi Bank | 0.01% | — | 200 | $22K |
| Oarsman Capital, Inc. | 0.00% | New | 175 | $20K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -47.1% | 173 | $19K |
| Parkworth Wealth Management, Inc. | 0.02% | — | 167 | $19K |
| Syntax Research, Inc. | 0.01% | Reduce -57.4% | 165 | $19K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 165 | $19K |
| Global Trust Asset Management, LLC | 0.01% | No change | 159 | $18K |
| Bangor Savings Bank | 0.00% | No change | 138 | $15K |
| Transce3nd, LLC | 0.01% | — | 131 | $15K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.8% | 129 | $14K |
| Decker Retirement Planning Inc. | 0.01% | — | 122 | $14K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 120 | $13K |
| Sound Income Strategies, LLC | 0.00% | Add +252.9% | 120 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -33.3% | 116 | $13K |
| Eukles Asset Management | 0.01% | No change | 113 | $13K |
| Towne Trust Company, N.A | 0.00% | New | 109 | $12K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 106 | $12K |
| Alexis Investment Partners, LLC | 0.01% | — | 103 | $12K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 92 | $11K |
| Venturi Wealth Management, LLC | 0.00% | No change | 91 | $10K |
| Lee Danner & Bass Inc. | 0.00% | New | 87 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 83 | $9K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 89 | $9K |
| Front Row Advisors LLC | 0.00% | Reduce -3.6% | 80 | $9K |
| REAP Financial Group, LLC | 0.00% | No change | 75 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -26.4% | 67 | $8K |
| Peoples Bank | 0.01% | No change | 66 | $7K |
| Tortoise Investment Management, LLC | 0.00% | New | 66 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 64 | $7K |
| Roble, Belko & Company, Inc | 0.00% | No change | 60 | $7K |
| Lindbrook Capital, LLC | 0.00% | Reduce -57.5% | 59 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +25.5% | 59 | $7K |
| Versant Capital Management, Inc | 0.00% | No change | 58 | $7K |
| Clark Wealth Partners | 0.00% | — | 54 | $6K |
| Avion Wealth | 0.00% | No change | 61 | $6K |
| Pathway Financial Advisers, LLC | 0.00% | Add +1.9% | 54 | $6K |
| Avior Wealth Management, LLC | 0.00% | No change | 47 | $5K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 44 | $5K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 38 | $4K |
| Blue Trust, Inc. | 0.00% | New | 35 | $4K |
| Park Square Financial Group, LLC | 0.00% | — | 34 | $4K |
| Princeton Global Asset Management LLC | 0.00% | No change | 32 | $4K |
| GAMMA Investing LLC | 0.00% | No change | 32 | $4K |
| Silicon Valley Capital Partners | 0.00% | No change | 31 | $3K |
| Costello Asset Management, INC | 0.00% | Add +3.3% | 31 | $3K |
| New Wave Wealth Advisors LLC | 0.00% | New | 30 | $3K |
| Bernard Wealth Management Corp. | 0.00% | — | 26 | $3K |
| Kestra Investment Management, LLC | 0.00% | New | 23 | $3K |
| Gould Capital, LLC | 0.00% | No change | 18 | $2K |
| Eagle Bay Advisors LLC | 0.00% | No change | 18 | $2K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -71.4% | 20 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | — | 16 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 14 | $2K |
| Lanark Financial, Inc. | 0.14% | — | 13 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 10 | $1K |
| Mainstream Capital Management LLC | 0.00% | New | 7 | $786 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +600.0% | 7 | $786 |
| Hurley Capital, LLC | 0.00% | — | 5 | $576 |
| Nemes Rush Group LLC | 0.00% | New | 5 | $561 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 5 | $558 |
| Retirement Wealth Solutions LLC | 0.00% | — | 1 | $56 |
"% 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.