iShares Core High Dividend EHDVETF
13F holders, Q1 2025 (March 31)776holders
59new positions
51sold out
4famous investors
$120.50avg. 13F price*
At the end of Q1 2025, 776 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings, unchanged from Q4 2024. 59 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($526.5M), Morgan Stanley ($391.5M) and LPL Financial LLC ($300.6M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core High Dividend E
- CUSIP
- 46429B663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $152.9M |
| Exits | 51 | $25.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,858,978 shares bought and 5,606,922 shares sold, net −2,747,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 776 holders
| Bank of America Corp. | 0.05% | Reduce -7.4% | 4,346,773 | $526.5M |
| Morgan Stanley | 0.03% | Add +2.5% | 3,232,200 | $391.5M |
| LPL Financial LLC | 0.12% | Add +4.3% | 2,481,595 | $300.6M |
| UBS Group AG | 0.04% | Reduce -7.0% | 1,426,773 | $172.8M |
| Wells Fargo & Company | 0.04% | Reduce -38.7% | 1,276,903 | $154.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.2% | 1,159,809 | $140.5M |
| Royal Bank of Canada | 0.03% | Reduce -7.0% | 1,146,400 | $138.9M |
| Raymond James Financial Inc. | 0.04% | Add +5.4% | 981,453 | $118.9M |
| Securian Asset Management, Inc. | 3.05% | Reduce -2.0% | 827,802 | $100.3M |
| Commonwealth Equity Services, LLC | 0.14% | Add +5.2% | 791,445 | $95.9M |
| Janney Montgomery Scott LLC | 0.26% | Add +4.8% | 753,086 | $91.2M |
| Envestnet Asset Management Inc. | 0.03% | Add +7.4% | 749,401 | $90.8M |
| M&T Bank Corp | 0.32% | Add +1.0% | 729,416 | $88.3M |
| BlackRock, Inc. | 0.00% | Add +8.6% | 668,954 | $81.0M |
| Ameriprise Financial Inc. | 0.02% | Add +16.1% | 628,353 | $76.1M |
| Truist Financial Corp. | 0.12% | Add +4.4% | 621,839 | $75.3M |
| FMR LLC | 0.00% | Reduce -0.9% | 566,515 | $68.6M |
| Jones Financial Companies LLLP | 0.05% | Add +36.6% | 475,242 | $56.8M |
| CSM Advisors, LLC | 3.06% | No change | 461,800 | $55.9M |
| LBMC Investment Advisors, LLC | 4.33% | Reduce -1.4% | 457,980 | $55.5M |
| Mariner, LLC | 0.09% | Add +3.2% | 437,953 | $53.0M |
| Cetera Investment Advisers | 0.08% | Add +5.5% | 350,222 | $42.4M |
| Townsend & Associates, Inc | 4.34% | Add +0.7% | 373,146 | $41.6M |
| Osaic Holdings, Inc. | 0.09% | Add +34.3% | 340,567 | $41.3M |
| Auto-Owners Insurance Co | 1.09% | Add +1111.2% | 288,260 | $41.2M |
| MML Investors Services, LLC | 0.12% | Add +5.8% | 303,568 | $36.8M |
| Piedmont Capital Management, LLC | 25.95% | New | 333,398 | $36.1M |
| Steward Partners Investment Advisory, LLC | 0.30% | Add +3.1% | 279,716 | $33.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -11.6% | 266,967 | $32.3M |
| Regimen Wealth, LLC | 10.26% | Add +1.7% | 263,342 | $31.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -3.3% | 259,668 | $31.5M |
| SBI Securities Co., Ltd. | 0.98% | Add +4.1% | 243,713 | $29.5M |
| Prudential PLC | 0.14% | New | 225,400 | $27.3M |
| Simmons Bank | 1.88% | Add +0.3% | 205,958 | $24.9M |
| Creative Planning | 0.02% | Add +2.4% | 202,010 | $24.5M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -4.4% | 196,557 | $23.8M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -22.8% | 188,979 | $22.5M |
| Waverly Advisors, LLC | 0.26% | Reduce -11.3% | 175,830 | $21.3M |
| Wharton Business Group, LLC | 0.94% | Reduce -0.4% | 170,827 | $20.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +22.9% | 169,611 | $20.5M |
| Comerica Bank | 0.09% | Reduce -9.0% | 168,407 | $20.4M |
| Meiji Yasuda Life Insurance Co | 0.40% | Reduce -94.5% | 166,097 | $20.1M |
| Stifel Financial Corp. | 0.02% | Reduce -26.3% | 166,081 | $20.1M |
| Angeles Investment Advisors, LLC | 1.07% | New | 164,000 | $19.9M |
| VAUGHAN & Co SECURITIES, INC. | 12.10% | Add +1.9% | 161,282 | $19.5M |
| HB Wealth Management, LLC | 0.16% | Add +2.5% | 160,543 | $19.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +7.3% | 156,404 | $18.9M |
| DAVENPORT & Co LLC | 0.11% | Reduce -28.9% | 155,318 | $18.8M |
| Kohmann Bosshard Financial Services, LLC | 2.19% | Add +4.3% | 153,364 | $18.6M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -3.6% | 144,027 | $17.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.46% | Reduce -11.5% | 133,114 | $16.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.3% | 129,321 | $15.7M |
| Sweeney & Michel, LLC | 6.72% | — | 141,736 | $15.4M |
| Avantax Advisory Services, Inc. | 0.09% | Add +3.7% | 125,635 | $15.2M |
| Advisory Services Network, LLC | 0.28% | Add +8.9% | 119,650 | $14.5M |
| Columbia River Financial Group, LLC | 8.80% | Add +3.3% | 108,743 | $13.2M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -2.7% | 107,939 | $13.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.6% | 103,679 | $12.6M |
| Kapstone Financial Advisors LLC | 7.05% | Reduce -0.3% | 102,877 | $12.5M |
| Private Advisor Group, LLC | 0.07% | Reduce -0.8% | 101,280 | $12.3M |
| Lantz Financial LLC | 3.34% | Add +1.6% | 100,627 | $12.2M |
| Allianz Asset Management GmbH | 0.02% | New | 97,400 | $11.8M |
| Global Strategic Investment Solutions, LLC | 1.35% | Add +0.5% | 96,565 | $11.7M |
| Graypoint LLC | 0.70% | Reduce -0.1% | 92,981 | $11.3M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -3.4% | 92,885 | $11.3M |
| Orion Portfolio Solutions, LLC | 0.11% | Reduce -3.4% | 92,885 | $11.3M |
| Captrust Financial Advisors | 0.03% | Reduce -0.0% | 92,387 | $11.2M |
| Atria Investments, Inc | 0.14% | Reduce -17.6% | 91,699 | $11.1M |
| Atria Wealth Solutions, Inc. | 0.13% | Add +15.6% | 90,813 | $11.0M |
| Wealthspire Advisors, LLC | 0.07% | Add +6.1% | 89,910 | $10.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -6.2% | 88,674 | $10.7M |
| NTV Asset Management LLC | 1.43% | Reduce -0.5% | 88,325 | $10.7M |
| FAS Wealth Partners, Inc. | 0.82% | Reduce -1.4% | 83,402 | $10.1M |
| Glenmede Trust Co. NA | 0.05% | Add +3.0% | 82,078 | $9.9M |
| Beaumont Financial Advisors, LLC | 0.76% | Reduce -0.7% | 80,021 | $9.7M |
| Gallagher Fiduciary Advisors, LLC | 0.31% | Add +1.1% | 76,684 | $9.3M |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 76,536 | $9.3M |
| Cwm, LLC | 0.04% | Add +6.3% | 75,774 | $9.2M |
| Gunma Bank,Ltd. | 2.93% | No change | 75,000 | $9.1M |
| Lido Advisors, LLC | 0.05% | Add +0.3% | 74,195 | $9.0M |
| Sykon Capital LLC | 3.41% | New | 74,026 | $9.0M |
| IFP Advisors, Inc | 0.27% | Reduce -2.5% | 71,675 | $8.7M |
| Financial Perspectives, Inc | 2.93% | Add +0.7% | 70,672 | $8.6M |
| Regions Financial Corp. | 0.06% | Reduce -5.6% | 69,455 | $8.4M |
| Base Wealth Management LLC | 6.25% | — | 67,716 | $8.2M |
| Advus Financial Partners, LLC | 2.28% | Add +4.6% | 67,138 | $8.1M |
| Calamos Wealth Management LLC | 0.41% | Add +1188.8% | 66,551 | $8.1M |
| Smithfield Trust Co | 0.40% | Reduce -4.8% | 65,926 | $8.0M |
| Citizens Financial Group Inc. | 0.15% | Add +0.1% | 64,669 | $7.8M |
| PFG Advisors | 0.43% | New | 62,883 | $7.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +27.0% | 62,675 | $7.6M |
| Courier Capital LLC | 0.49% | New | 61,372 | $7.4M |
| Sigma Planning Corp | 0.23% | Reduce -0.4% | 58,785 | $7.1M |
| Renaissance Technologies | 0.01% | New | 58,400 | $7.1M |
| Cerity Partners LLC | 0.01% | Add +4.1% | 58,067 | $7.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.8% | 56,515 | $6.8M |
| Level Four Advisory Services, LLC | 0.27% | Reduce -1.1% | 55,055 | $6.7M |
| Cowa, LLC | 2.81% | Add +1.3% | 54,386 | $6.6M |
| Sanctuary Advisors, LLC | 0.04% | Add +0.5% | 52,141 | $6.3M |
| Advisor OS, LLC | 0.71% | Add +0.8% | 51,623 | $6.3M |
| MJP Associates Inc. | 1.11% | Add +0.8% | 50,800 | $6.2M |
| Old National Bancorp | 0.16% | Reduce -0.3% | 50,693 | $6.1M |
| Kentucky Farm Bureau Mutual Insurance Co | 1.42% | No change | 50,000 | $6.1M |
| Gray Private Wealth, LLC | 3.46% | Add +4.0% | 47,428 | $5.7M |
| Beam Wealth Advisors, Inc. | 1.87% | Reduce -8.0% | 45,845 | $5.6M |
| Maltin Wealth Management, Inc. | 2.60% | Add +0.1% | 45,637 | $5.5M |
| Bank of Montreal | 0.00% | Add +3.8% | 45,594 | $5.5M |
| Foundry Financial Group, Inc. | 3.37% | Reduce -1.4% | 45,187 | $5.5M |
| Sunbelt Securities, Inc. | 0.48% | Add +14.8% | 44,668 | $5.4M |
| Janney Capital Management LLC | 0.36% | Add +0.8% | 43,657 | $5.3M |
| Summit Wealth Partners, LLC | 1.07% | Add +5.5% | 43,550 | $5.3M |
| American State Bank (Iowa) | 3.16% | Add +1.9% | 43,287 | $5.2M |
| Forefront Analytics, LLC | 6.01% | Add +25.2% | 43,108 | $5.2M |
| StoneX Group Inc. | 0.29% | Add +14.6% | 42,906 | $5.2M |
| Cibc World Market Inc. | 0.01% | Add +0.2% | 42,265 | $5.1M |
| Corient Private Wealth LP | 0.01% | Reduce -3.6% | 41,560 | $5.0M |
| Jane Street Group, LLC | 0.01% | Add +579.5% | 41,190 | $5.0M |
| Embree Financial Group | 0.79% | Reduce -4.6% | 38,926 | $4.7M |
| Farrow Financial, Inc. | 3.16% | Add +1.4% | 38,822 | $4.7M |
| Houlihan Financial Resource Group, Ltd. | 2.09% | Reduce -3.7% | 38,438 | $4.7M |
| Blair William & Co. | 0.01% | Reduce -1.9% | 37,974 | $4.6M |
| Chatham Capital Group, Inc. | 0.75% | No change | 37,078 | $4.5M |
| Brandywine Oak Private Wealth LLC | 0.44% | Reduce -2.3% | 36,947 | $4.5M |
| Atlas Private Wealth Advisors | 0.60% | Reduce -1.4% | 35,679 | $4.3M |
| Equitable Holdings, Inc. | 0.04% | Add +17.1% | 35,456 | $4.3M |
| Strategic Family Wealth Counselors, L.L.C. | 1.37% | Add +1.1% | 34,735 | $4.2M |
| Capital Advisors, Ltd. LLC | 0.55% | Reduce -1.9% | 34,669 | $4.2M |
| IHT Wealth Management, LLC | 0.13% | Reduce -4.2% | 34,587 | $4.2M |
| Shulman DeMeo Asset Management LLC | 1.17% | Reduce -0.2% | 34,257 | $4.1M |
| Retirement Capital Strategies | 1.57% | New | 33,183 | $4.0M |
| Cahill Financial Advisors Inc. | 0.54% | Reduce -0.6% | 32,834 | $4.0M |
| Jefferies Financial Group Inc. | 0.07% | Reduce -3.5% | 32,832 | $4.0M |
| Wolff Financial Management LLC | 1.09% | Reduce -1.5% | 32,617 | $4.0M |
| Burke & Herbert Bank & Trust Co. | 0.94% | Reduce -1.0% | 32,086 | $3.9M |
| Keystone Financial Planning, Inc. | 1.12% | Reduce -1.8% | 31,142 | $3.8M |
| Lakeshore Capital Group, Inc. | 3.57% | New | 30,591 | $3.7M |
| Gallagher Capital Advisors, LLC | 2.82% | Reduce -0.5% | 30,566 | $3.7M |
| &partners | 0.04% | Add +13.2% | 30,691 | $3.7M |
| American Financial & Tax Strategies Inc. | 1.96% | Reduce -8.1% | 30,111 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +43.0% | 29,904 | $3.6M |
| Connecticut Wealth Management, LLC | 0.19% | Reduce -0.7% | 29,807 | $3.6M |
| IFG Advisory, LLC | 0.20% | Add +1.7% | 29,785 | $3.6M |
| Arkadios Wealth Advisors | 0.14% | Add +3.5% | 29,728 | $3.6M |
| Allworth Financial LP | 0.02% | Add +80.8% | 31,599 | $3.6M |
| Allen Investment Management, LLC | 0.04% | No change | 29,195 | $3.5M |
| Independent Solutions Wealth Management, LLC | 0.78% | Reduce -2.7% | 28,791 | $3.5M |
| Northeast Financial Consultants Inc | 0.15% | No change | 28,726 | $3.5M |
| Baron Silver Stevens Financial Advisors, LLC | 0.60% | Reduce -8.0% | 28,345 | $3.4M |
| Valeo Financial Advisors, LLC | 0.10% | Reduce -1.6% | 181,951 | $3.4M |
| Godsey & Gibb, Inc. | 0.33% | Add +3.7% | 28,119 | $3.4M |
| D.A. Davidson & Co. | 0.03% | Add +6.0% | 27,688 | $3.4M |
| NewEdge Advisors, LLC | 0.02% | Add +3.4% | 27,459 | $3.3M |
| Phoenix Wealth Advisors | 1.45% | Add +327.5% | 27,402 | $3.3M |
| Sowa Financial Group, Inc. | 2.14% | Reduce -5.3% | 26,938 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -1.6% | 26,874 | $3.3M |
| AtlasMark Financial, Inc | 3.02% | Add +8.4% | 26,854 | $3.3M |
| Principal Securities, Inc. | 0.07% | Add +1.2% | 28,660 | $3.2M |
| Jackson Wealth Management, LLC | 0.39% | Add +0.6% | 26,328 | $3.2M |
| KOM Wealth Management Group, LLC | 2.78% | Reduce -5.6% | 26,307 | $3.2M |
| STAR Financial Bank | 2.32% | New | 26,151 | $3.2M |
| World Investment Advisors | 0.08% | Reduce -7.3% | 26,139 | $3.2M |
| Formidable Asset Management, LLC | 0.53% | Reduce -2.6% | 26,001 | $3.1M |
| CRA Financial Services, LLC | 0.54% | Reduce -0.9% | 25,879 | $3.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.6% | 25,778 | $3.1M |
| Frisch Financial Group, Inc. | 0.87% | Reduce -0.2% | 25,724 | $3.1M |
| Mayflower Financial Advisors, LLC | 0.46% | Add +0.7% | 25,029 | $3.0M |
| High Net Worth Advisory Group LLC | 0.84% | Reduce -4.7% | 24,567 | $3.0M |
| Cooper Financial Group | 0.39% | Reduce -11.8% | 24,457 | $3.0M |
| FC Advisory LLC | 0.98% | Reduce -1.8% | 24,037 | $2.9M |
| J2 Capital Management Inc | 2.63% | Reduce -19.6% | 23,643 | $2.9M |
| National Bank of Canada | 0.00% | Reduce -1.1% | 23,514 | $2.8M |
| Morton Brown Family Wealth, LLC | 0.97% | Reduce -0.6% | 23,453 | $2.8M |
| Baird Financial Group, Inc. | 0.01% | Add +13.8% | 23,176 | $2.8M |
| Cora Capital Advisors LLC | 1.33% | Add +6.5% | 22,912 | $2.8M |
| Nottingham Advisors, Inc. | 0.42% | Reduce -0.8% | 22,824 | $2.8M |
| Townsquare Capital LLC | 0.03% | Add +2.0% | 22,769 | $2.8M |
| WCG Wealth Advisors LLC | 0.20% | Reduce -1.3% | 22,017 | $2.7M |
| GSG Advisors LLC | 0.84% | Add +4.6% | 22,762 | $2.6M |
| Scotia Capital Inc. | 0.01% | Add +4.3% | 20,979 | $2.5M |
| Klingman & Associates, LLC | 0.15% | Reduce -0.5% | 20,711 | $2.5M |
| Wealth Management Associates, Inc. | 1.07% | Add +2.1% | 20,658 | $2.5M |
| Stephens Inc. | 0.04% | Add +1.2% | 20,431 | $2.5M |
| Bernardo Wealth Planning LLC | 0.59% | Reduce -0.3% | 20,338 | $2.5M |
| Goldstone Financial Group, LLC | 0.37% | Reduce -9.4% | 20,264 | $2.5M |
| Norden Group LLC | 0.28% | Add +1.9% | 20,254 | $2.5M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Reduce -0.1% | 19,348 | $2.3M |
| Sagespring Wealth Partners, LLC | 0.06% | Reduce -1.4% | 19,327 | $2.3M |
| Lane & Associates LLC | 1.26% | Add +1.2% | 19,289 | $2.3M |
| Ellis Investment Partners, LLC | 0.48% | Reduce -6.3% | 19,260 | $2.3M |
| Summit X, LLC | 0.49% | Reduce -6.2% | 19,270 | $2.3M |
| Ridgecrest Wealth Partners, LLC | 1.21% | Add +42.5% | 19,064 | $2.3M |
| Sowell Financial Services LLC | 0.10% | Reduce -1.3% | 18,890 | $2.3M |
| Crews Bank & Trust | 0.39% | Add +5.6% | 18,877 | $2.3M |
| Focus Partners Wealth | 0.01% | Add +24.4% | 18,852 | $2.3M |
| Chicago Partners Investment Group LLC | 0.07% | Add +493.3% | 19,496 | $2.2M |
| TruNorth Capital Management, LLC | 0.56% | No change | 18,487 | $2.2M |
| Provenance Wealth Advisors, LLC | 0.32% | Add +2.3% | 18,460 | $2.2M |
| AMG National Trust Bank | 0.06% | Reduce -15.7% | 18,327 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Reduce -4.7% | 18,220 | $2.2M |
| Liberty Square Wealth Partners LLC | 0.84% | Add +0.1% | 18,136 | $2.2M |
| Investment Advisory Group, LLC | 0.73% | Add +0.0% | 18,130 | $2.2M |
| Transcend Capital Advisors, LLC | 0.16% | Reduce -0.2% | 18,107 | $2.2M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Add +0.8% | 18,103 | $2.2M |
| Choreo, LLC | 0.03% | Reduce -6.4% | 18,022 | $2.2M |
| Harbour Investments, Inc. | 0.06% | Reduce -1.4% | 17,981 | $2.2M |
| Atlas Legacy Advisors, LLC | 0.54% | Add +58.1% | 17,989 | $2.1M |
| Fiduciary Group, LLC | 0.21% | Add +13.2% | 17,397 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -3.3% | 17,383 | $2.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +1.0% | 17,215 | $2.1M |
| Ironwood Financial, llc | 0.45% | Add +4.9% | 17,195 | $2.1M |
| Armstrong Advisory Group, Inc. | 0.17% | No change | 18,527 | $2.1M |
| Rakuten Investment Management, Inc. | 0.01% | — | 16,965 | $2.0M |
| HFG Advisors, Inc. | 1.73% | Add +0.8% | 16,709 | $2.0M |
| Western Wealth Management, LLC | 0.13% | Reduce -0.1% | 16,633 | $2.0M |
| Moloney Securities Asset Management, LLC | 0.27% | Reduce -0.5% | 16,288 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -0.6% | 16,245 | $2.0M |
| Apex Wealth Management, LLC | 1.77% | Add +0.7% | 16,212 | $2.0M |
| Onyx Bridge Wealth Group LLC | 0.28% | Reduce -0.6% | 16,205 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.3% | 16,201 | $2.0M |
| Woodstock Corp. | 0.19% | No change | 16,180 | $2.0M |
| Csenge Advisory Group | 0.11% | Add +7.5% | 17,141 | $1.9M |
| Bessemer Group Inc. | 0.00% | No change | 15,663 | $1.9M |
| Federated Hermes, Inc. | 0.00% | Reduce -95.3% | 15,405 | $1.9M |
| Regal Investment Advisors LLC | 0.15% | Reduce -2.7% | 15,369 | $1.9M |
| Rehmann Capital Advisory Group | 0.12% | Add +1.2% | 15,355 | $1.9M |
| Fifth Third Securities, Inc. | 0.16% | Reduce -8.9% | 15,205 | $1.8M |
| HRT Financial LP | 0.01% | New | 15,123 | $1.8M |
| SOA Wealth Advisors, LLC. | 0.38% | Reduce -0.9% | 15,078 | $1.8M |
| Raelipskie Partnership | 0.93% | Reduce -3.1% | 14,945 | $1.8M |
| Jaffetilchin Investment Partners, LLC | 0.13% | Reduce -6.8% | 14,731 | $1.8M |
| Harbor Investment Advisory, LLC | 0.17% | Add +15.1% | 14,625 | $1.8M |
| Aft, Forsyth & Company, Inc. | 0.94% | Reduce -0.4% | 14,345 | $1.7M |
| Clarus Wealth Advisors | 0.92% | New | 15,290 | $1.7M |
| Madden Advisory Services, Inc. | 0.80% | Reduce -0.3% | 14,208 | $1.7M |
| ProVise Management Group, LLC | 0.15% | No change | 14,206 | $1.7M |
| Concord Wealth Partners | 0.28% | Add +7.2% | 14,137 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -5.7% | 14,123 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Add +6.3% | 14,934 | $1.7M |
| GTS Securities LLC | 0.07% | New | 13,808 | $1.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | Reduce -9.5% | 13,800 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -0.9% | 13,720 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -9.6% | 13,693 | $1.7M |
| Flagship Harbor Advisors, LLC | 0.09% | Add +2.1% | 13,593 | $1.6M |
| Jackson, Grant Investment Advisers, Inc. | 0.63% | Reduce -2.8% | 13,511 | $1.6M |
| RDA Financial Network | 0.49% | Add +1.1% | 13,478 | $1.6M |
| NCM Capital Management, LLC | 0.73% | Add +0.0% | 13,398 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.8% | 13,270 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.12% | No change | 13,259 | $1.6M |
| Financial Advocates Investment Management | 0.11% | Reduce -1.0% | 13,219 | $1.6M |
| Cornerstone Advisors Asset Management, LLC | 0.33% | Add +9.9% | 13,218 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.23% | Add +0.6% | 13,193 | $1.6M |
| Ancora Advisors LLC | 0.04% | Reduce -2.3% | 13,181 | $1.6M |
| Walkner Condon Financial Advisors LLC | 0.32% | Reduce -0.1% | 13,119 | $1.6M |
| Lanark Financial, Inc. | 0.14% | — | 13,095 | $1.6M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -1.8% | 13,094 | $1.6M |
| Argent Trust Co | 0.06% | Add +1.4% | 13,054 | $1.6M |
| Intrepid Financial Planning Group LLC | 0.73% | Add +31.4% | 13,038 | $1.6M |
| Synovus Financial Corp. | 0.02% | Reduce -4.8% | 12,932 | $1.6M |
| Court Place Advisors, LLC | 0.51% | Reduce -0.3% | 12,646 | $1.5M |
| First National Corp. /Ma/ | 0.34% | Add +1.6% | 12,554 | $1.5M |
| Red Door Wealth Management, LLC | 0.23% | No change | 12,550 | $1.5M |
| Farther Finance Advisors, LLC | 0.04% | Add +451.5% | 12,608 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +19.8% | 12,203 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Add +6.2% | 12,029 | $1.5M |
| 180 Wealth Advisors, LLC | 0.23% | Reduce -1.4% | 12,083 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -3.0% | 11,824 | $1.4M |
| Capital Advisors Wealth Management, LLC | 0.25% | Add +201.4% | 11,802 | $1.4M |
| PFG Investments, LLC | 0.09% | Add +0.2% | 11,747 | $1.4M |
| Biondo Investment Advisors, LLC | 0.20% | Add +0.6% | 11,739 | $1.4M |
| ICONIQ Capital, LLC | 0.02% | No change | 11,565 | $1.4M |
| Wellspring Financial Advisors, LLC | 0.16% | Add +0.7% | 11,564 | $1.4M |
| Snowden Capital Advisors LLC | 0.05% | Add +12.3% | 11,542 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.9% | 11,489 | $1.4M |
| Beacon Bank & Trust | 0.34% | Add +7.7% | 11,398 | $1.4M |
| Arax Advisory Partners | 0.09% | Add +3.7% | 11,227 | $1.4M |
| Kovack Advisors, Inc. | 0.14% | Add +9.5% | 11,212 | $1.4M |
| CoreCap Advisors, LLC | 0.06% | Reduce -5.5% | 10,983 | $1.3M |
| Collective Family Office LLC | 0.36% | Add +27.5% | 10,960 | $1.3M |
| Tudor Investment Corporation | 0.01% | Reduce -71.8% | 10,883 | $1.3M |
| Clifford Swan Investment Counsel LLC | 0.05% | Add +2.9% | 10,823 | $1.3M |
| Krilogy Financial LLC | 0.08% | Reduce -0.7% | 10,794 | $1.3M |
| 1900 Wealth Management LLC | 0.11% | Reduce -2.2% | 10,791 | $1.3M |
| Quadcap Wealth Management, LLC | 0.19% | Reduce -4.6% | 10,734 | $1.3M |
| MV Capital Management, Inc. | 0.14% | Reduce -0.2% | 10,698 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Add +26.6% | 10,456 | $1.3M |
| Litman Gregory Wealth Management LLC | 0.11% | No change | 10,355 | $1.3M |
| Pettyjohn, Wood & White, Inc. | 0.24% | Reduce -7.4% | 10,351 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.1% | 10,332 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +121.1% | 10,213 | $1.2M |
| Teamwork Financial Advisors, LLC | 0.17% | Reduce -8.6% | 10,137 | $1.2M |
| Collaborative Wealth Managment Inc. | 0.57% | Reduce -5.3% | 10,053 | $1.2M |
| Avestar Capital, LLC | 0.12% | No change | 10,000 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +200.2% | 9,954 | $1.2M |
| Anchor Investment Management, LLC | 0.11% | Add +2.0% | 9,904 | $1.2M |
| Weaver Consulting Group | 0.36% | Add +0.2% | 9,893 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -95.0% | 9,804 | $1.2M |
| Lion Street Advisors, LLC | 0.37% | Add +0.0% | 9,717 | $1.2M |
| Patten Group, Inc. | 0.27% | Add +0.5% | 9,715 | $1.2M |
| NBT Bank, N.A. | 0.08% | Reduce -2.8% | 9,695 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Add +24.5% | 9,641 | $1.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.41% | Reduce -5.5% | 9,512 | $1.2M |
| White Pine Capital LLC | 0.40% | Reduce -0.6% | 9,490 | $1.1M |
| Howe & Rusling Inc. | 0.10% | Add +1.7% | 9,469 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | Reduce -8.1% | 9,454 | $1.1M |
| Archer Investment Corp | 0.29% | Add +0.0% | 9,386 | $1.1M |
| MAI Capital Management | 0.01% | Add +0.1% | 9,332 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +15.3% | 9,162 | $1.1M |
| Parsons Capital Management Inc. | 0.06% | Reduce -18.1% | 9,110 | $1.1M |
| Straight Path Wealth Management | 0.44% | Reduce -5.6% | 8,880 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +29.9% | 8,879 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +0.2% | 8,817 | $1.1M |
| VestGen Advisors, LLC | 0.05% | — | 8,795 | $1.1M |
| CFS Investment Advisory Services, LLC | 0.09% | Add +96.5% | 8,534 | $1.0M |
| Cobblestone Capital Advisors LLC | 0.06% | Reduce -4.9% | 8,530 | $1.0M |
| Romano Brothers and Company | 0.13% | Add +3.5% | 8,490 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Add +10.7% | 8,418 | $1.0M |
| First Heartland Consultants, Inc. | 0.10% | Reduce -0.3% | 8,383 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | New | 8,298 | $1.0M |
| Soltis Investment Advisors LLC | 0.09% | Reduce -1.0% | 8,285 | $1.0M |
| Cresta Advisors, Ltd. | 0.52% | Add +17.2% | 8,282 | $1.0M |
| Hohimer Wealth Management, LLC | 0.20% | No change | 8,280 | $1.0M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -18.8% | 8,266 | $1.0M |
| JB Capital LLC | 0.06% | Add +23.0% | 8,265 | $1.0M |
| Genesis Private Wealth, LLC | 0.53% | Reduce -48.8% | 8,198 | $993K |
| Prosperity Consulting Group, LLC | 0.08% | Add +5.5% | 8,148 | $987K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -31.4% | 8,146 | $987K |
| Sunesis Advisors, LLC | 0.53% | Reduce -3.2% | 8,118 | $983K |
| Sound View Wealth Advisors Group, LLC | 0.08% | Reduce -8.3% | 8,115 | $983K |
| Sage Financial Group Inc. | 0.08% | No change | 8,021 | $972K |
| Claro Advisors Inc. | 0.13% | Add +3.0% | 7,951 | $963K |
| Talisman Wealth Advisors LLC | 0.98% | Add +0.1% | 7,914 | $959K |
| Caldwell Trust Co | 0.10% | Reduce -3.7% | 7,889 | $956K |
| Van Hulzen Asset Management, LLC | 0.09% | No change | 7,834 | $949K |
| ADG Wealth Management Group, LLC | 0.89% | New | 7,767 | $941K |
| Merit Financial Group, LLC | 0.01% | Add +7.6% | 7,634 | $925K |
| Northwest Bancshares, Inc. | 0.17% | Reduce -0.1% | 7,578 | $918K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +258.3% | 7,577 | $918K |
| Patten & Patten Inc. | 0.06% | Add +3.6% | 7,510 | $910K |
| Mosaic Family Wealth Partners, LLC | 0.13% | Add +0.1% | 7,360 | $891K |
| Apollon Financial, LLC | 0.21% | Reduce -6.4% | 7,310 | $885K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.1% | 7,168 | $868K |
| Patton Albertson Miller Group, LLC | 0.13% | Reduce -19.9% | 7,135 | $864K |
| Element Wealth, LLC | 0.46% | Reduce -13.6% | 7,102 | $860K |
| Integrity Alliance, Llc. | 0.03% | New | 7,059 | $855K |
| Forefront Wealth Management Inc. | 0.78% | Reduce -4.6% | 6,984 | $846K |
| Wealthstar Advisors, LLC | 0.38% | Add +125.5% | 6,924 | $839K |
| JSF Financial, LLC | 0.22% | Add +0.7% | 6,914 | $837K |
| KFA Private Wealth Group, LLC | 0.29% | Add +5.7% | 6,790 | $822K |
| Amplius Wealth Advisors, LLC | 0.09% | No change | 6,765 | $819K |
| Operose Advisors LLC | 0.27% | Add +41.4% | 6,765 | $819K |
| Private Trust Co. NA | 0.08% | Reduce -0.4% | 6,759 | $819K |
| Bogart Wealth, LLC | 0.04% | Reduce -57.0% | 6,720 | $814K |
| Evelyn Partners Asset Management Ltd | 0.22% | No change | 6,608 | $800K |
| Sax Wealth Advisors, LLC | 0.06% | Add +2.4% | 6,591 | $798K |
| Investment Partners, LTD. | 0.33% | Add +0.2% | 6,584 | $797K |
| MCF Advisors LLC | 0.06% | Add +3.8% | 6,580 | $797K |
| WealthShield Partners, LLC | 0.10% | Add +100.2% | 6,532 | $791K |
| Wedbush Securities Inc. | 0.03% | Reduce -7.5% | 6,485 | $786K |
| Philadelphia Trust Co. | 0.07% | No change | 6,417 | $777K |
| D'Orazio & Associates, Inc. | 0.12% | Reduce -15.3% | 6,399 | $775K |
| Tacita Capital Inc | 0.55% | Reduce -6.9% | 6,355 | $770K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -0.8% | 6,271 | $760K |
| Integrated Advisors Network LLC | 0.04% | No change | 6,232 | $755K |
| Deutsche Bank AG | 0.00% | No change | 6,186 | $749K |
| Continuum Advisory, LLC | 0.10% | Add +26.1% | 6,139 | $744K |
| Clearstead Advisors, LLC | 0.01% | Add +4.0% | 6,138 | $743K |
| SouthState Bank Corp | 0.03% | Reduce -0.7% | 6,118 | $741K |
| CW Advisors, LLC | 0.01% | New | 6,067 | $735K |
| Financial Counselors Inc. | 0.01% | Reduce -13.4% | 6,057 | $734K |
| First Manhattan Co. Llc. | 0.00% | No change | 6,003 | $727K |
| Jacobi Capital Management LLC | 0.05% | Reduce -2.4% | 5,979 | $724K |
| Albion Financial Group | 0.05% | Reduce -2.8% | 5,875 | $712K |
| Black Diamond Financial, LLC | 0.11% | No change | 5,865 | $710K |
| LongView Wealth Management | 0.21% | No change | 5,850 | $709K |
| Inspirion Wealth Advisors, LLC | 0.10% | Reduce -7.9% | 5,847 | $708K |
| Strategic Financial Concepts, LLC | 0.13% | Reduce -56.5% | 5,808 | $703K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -8.4% | 5,790 | $701K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +8.9% | 5,658 | $685K |
| Independent Financial Group, LLC | 0.02% | Reduce -37.6% | 5,657 | $685K |
| Investment Partners Asset Management, Inc. | 0.54% | Reduce -0.7% | 5,638 | $683K |
| Sovereign Financial Group, Inc. | 0.15% | No change | 5,542 | $671K |
| Chapin Davis, Inc. | 0.23% | No change | 5,486 | $664K |
| Money Concepts Capital Corp. | 0.05% | Reduce -1.5% | 5,466 | $662K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +6.3% | 5,461 | $661K |
| Flagstar Securities, Inc. | 0.17% | Reduce -17.4% | 5,443 | $659K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -0.1% | 5,422 | $657K |
| Northern Trust Corp. | 0.00% | Reduce -9.9% | 5,413 | $656K |
| Focus Financial Network, Inc. | 0.03% | Reduce -0.0% | 5,407 | $655K |
| Fiduciary Trust Co | 0.01% | No change | 5,384 | $652K |
| Climber Capital SA | 0.51% | No change | 6,500 | $649K |
| Mgo One Seven LLC | 0.03% | Add +64.1% | 5,355 | $649K |
| Baring Financial LLC | 0.54% | Reduce -13.2% | 5,320 | $644K |
| Pps&v Asset Management Consultants, Inc. | 0.47% | No change | 5,319 | $644K |
| Helium Advisors LLC | 0.47% | Reduce -2.4% | 5,294 | $641K |
| Lazard Asset Management LLC | 0.00% | No change | 5,300 | $641K |
| Impact Partnership Wealth, LLC | 0.14% | Add +14.8% | 5,276 | $639K |
| Inscription Capital, LLC | 0.10% | — | 5,764 | $635K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +2.4% | 5,182 | $628K |
| Tectonic Advisors LLC | 0.04% | Reduce -3.1% | 5,147 | $623K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -15.3% | 5,095 | $617K |
| Christensen, King & Associates Investment Services, Inc. | 0.29% | Add +0.3% | 5,198 | $616K |
| AQR Capital Management | 0.00% | Add +6.1% | 5,047 | $611K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +26.0% | 5,041 | $611K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -0.2% | 5,087 | $608K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,990 | $604K |
| RFG Advisory, LLC | 0.02% | Reduce -3.5% | 4,868 | $590K |
| Quadrature Capital Ltd | 0.01% | Reduce -92.2% | 4,851 | $587K |
| Savant Capital, LLC | 0.01% | Reduce -11.5% | 4,836 | $586K |
| Ameritas Advisory Services, LLC | 0.02% | Add +9.7% | 5,051 | $580K |
| David J Yvars Group | 0.46% | Add +0.5% | 4,779 | $579K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.21% | Reduce -46.4% | 4,772 | $578K |
| GWN Securities Inc. | 0.03% | Reduce -36.6% | 4,934 | $577K |
| Obsidian Cio, LLC | 0.09% | Add +48.0% | 4,720 | $572K |
| CGN Advisors LLC | 0.06% | Reduce -0.8% | 4,713 | $571K |
| Bank of Nova Scotia | 0.00% | No change | 4,690 | $568K |
| Spire Wealth Management | 0.02% | Add +0.0% | 4,677 | $566K |
| NorthRock Partners, LLC | 0.02% | No change | 4,637 | $562K |
| Mission Creek Capital Partners, Inc. | 0.14% | Add +12.3% | 4,630 | $561K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.6% | 4,609 | $558K |
| PMG Wealth Management, Inc. | 0.59% | No change | 4,550 | $551K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -16.8% | 4,497 | $544K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -15.0% | 4,490 | $544K |
| Creekmur Asset Management LLC | 0.11% | Add +0.6% | 4,474 | $542K |
| Trust Point Inc. | 0.05% | Add +9.2% | 4,441 | $538K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.9% | 4,416 | $535K |
| Eagle Strategies LLC | 0.09% | No change | 4,354 | $527K |
| Alpha Financial Partners LLC | 0.42% | Reduce -18.1% | 4,327 | $524K |
| Pension & Wealth Management Advisors, Inc. | 0.19% | Reduce -4.0% | 4,323 | $524K |
| Olde Wealth Management, LLC | 0.18% | No change | 4,322 | $523K |
| Florida Financial Advisors, LLC | 0.21% | New | 4,312 | $522K |
| Compound Planning, Inc. | 0.02% | Add +10.2% | 4,293 | $520K |
| Independent Wealth Network Inc. | 0.21% | Add +1.7% | 4,280 | $518K |
| HCR Wealth Advisors | 0.07% | Reduce -7.2% | 4,255 | $515K |
| 1 North Wealth Services LLC | 0.24% | Reduce -48.0% | 4,235 | $513K |
| Brooks, Moore & Associates, Inc. | 0.29% | No change | 4,194 | $508K |
| Pacific Sun Financial Corp | 0.29% | No change | 4,179 | $506K |
| Bluespring Wealth Management, LLC | 0.05% | No change | 4,126 | $500K |
| Dudley Capital Management, LLC | 0.27% | Add +92.1% | 4,096 | $496K |
| Fort Sheridan Advisors LLC | 0.07% | Add +0.4% | 4,042 | $490K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -2.4% | 4,029 | $488K |
| Summit Wealth & Retirement Planning, Inc. | 0.15% | Add +0.4% | 4,023 | $487K |
| Vicus Capital | 0.05% | Reduce -10.0% | 4,021 | $487K |
| Meridian Management Co. | 0.15% | No change | 4,000 | $484K |
| Richwood Investment Advisors, LLC | 0.41% | No change | 3,988 | $483K |
| Founders Financial Securities LLC | 0.04% | Reduce -9.9% | 4,208 | $482K |
| Quantinno Capital Management LP | 0.00% | Add +5.0% | 3,900 | $472K |
| Destination Wealth Management | 0.01% | Reduce -7.2% | 3,896 | $472K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.4% | 3,818 | $462K |
| Madison Wealth Partners, Inc | 0.11% | Add +1.4% | 3,817 | $462K |
| Hixon Zuercher, LLC | 0.16% | Reduce -4.4% | 3,814 | $462K |
| Interchange Capital Partners, LLC | 0.13% | No change | 3,805 | $461K |
| Hengehold Capital Management LLC | 0.04% | Add +0.2% | 3,802 | $461K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 3,778 | $458K |
| Zullo Investment Group, Inc. | 0.19% | No change | 3,750 | $454K |
| Equitable Trust Co. | 0.03% | No change | 3,738 | $453K |
| Flputnam Investment Management Co. | 0.01% | Reduce -3.4% | 3,734 | $452K |
| Atwater Malick LLC | 0.15% | Add +3.6% | 3,724 | $451K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -24.8% | 3,707 | $449K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -7.8% | 3,704 | $449K |
| Naples Global Advisors, LLC | 0.04% | Reduce -2.6% | 3,687 | $447K |
| Rik Saylor Financial, Inc. | 0.39% | Add +0.1% | 3,643 | $441K |
| Eley Financial Management, Inc | 0.18% | Reduce -12.0% | 3,651 | $440K |
| Firestone Capital Management | 0.11% | No change | 3,600 | $436K |
| GPS Wealth Strategies Group, LLC | 0.06% | Add +137.3% | 3,597 | $436K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +1.1% | 3,572 | $433K |
| Roman Butler Fullerton & Co. | 0.17% | Add +0.1% | 3,824 | $432K |
| Shira Ridge Wealth Management | 0.22% | Reduce -4.0% | 3,563 | $432K |
| Capital Analysts, LLC | 0.02% | Add +3.4% | 3,538 | $429K |
| GDS Wealth Management | 0.04% | Reduce -25.6% | 3,536 | $428K |
| Birchcreek Wealth Management, LLC | 0.27% | Add +14.9% | 3,530 | $428K |
| Greenline Partners, LLC | 0.06% | No change | 3,496 | $423K |
| Pursue Wealth Partners LLC | 0.26% | Reduce -38.3% | 3,495 | $423K |
| Citadel Advisors | 0.00% | Reduce -81.8% | 3,492 | $423K |
| Trust Co | 0.05% | Reduce -9.6% | 3,475 | $421K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -3.3% | 3,455 | $418K |
| Cove Private Wealth, LLC | 0.22% | Add +12.7% | 3,451 | $418K |
| Tennessee Valley Asset Management Partners | 0.07% | Add +0.4% | 3,448 | $418K |
| Alpha Omega Wealth Management LLC | 0.08% | No change | 3,442 | $417K |
| Mission Wealth Management, LP | 0.01% | Add +10.2% | 3,384 | $410K |
| Smith, Moore & Co. | 0.04% | Add +0.1% | 3,381 | $410K |
| Perennial Investment Advisors, LLC | 0.05% | No change | 3,378 | $409K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.6% | 3,374 | $409K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.3% | 3,369 | $408K |
| BTG Pactual Asset Management US LLC | 0.05% | No change | 3,337 | $404K |
| Tsfg, LLC | 0.08% | No change | 3,332 | $404K |
| Sageworth Trust Co | 0.03% | No change | 3,321 | $402K |
| Capital Investment Advisors, LLC | 0.01% | Add +6.7% | 3,303 | $400K |
| Flagship Wealth Advisors, LLC | 0.17% | Add +0.3% | 3,301 | $400K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -1.4% | 3,290 | $398K |
| Shum Financial Group, Inc. | 0.34% | Add +1.1% | 3,286 | $398K |
| Allie Family Office LLC | 0.22% | No change | 3,050 | $393K |
| Hanover Advisors Inc. | 0.17% | No change | 3,199 | $387K |
| Tiaa Trust, National Association | 0.00% | Add +38.6% | 3,198 | $387K |
| NWF Advisory Services Inc. | 0.05% | Reduce -19.4% | 3,182 | $385K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 3,182 | $385K |
| Live Oak Investment Partners | 0.30% | New | 3,155 | $382K |
| Client 1ST Advisory Group, LLC | 0.15% | Add +0.0% | 3,155 | $382K |
| WBH Advisory Inc. | 0.04% | Add +0.2% | 3,151 | $382K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -5.1% | 3,135 | $380K |
| Little House Capital LLC | 0.10% | New | 3,100 | $375K |
| Concentrum Wealth Management | 0.14% | Add +60.2% | 3,086 | $374K |
| New England Private Wealth Advisors LLC | 0.06% | No change | 3,077 | $373K |
| Brookstone Capital Management | 0.01% | Reduce -4.3% | 3,076 | $373K |
| Vantage Financial Partners, LLC | 0.09% | Reduce -29.0% | 3,065 | $371K |
| Brighton Jones LLC | 0.01% | Add +0.0% | 3,049 | $369K |
| Human Investing LLC | 0.06% | Reduce -1.0% | 3,036 | $368K |
| Citizens National Bank Trust Department | 0.08% | No change | 3,025 | $366K |
| Cathy Pareto & Associates, Inc. | 0.32% | Add +0.5% | 3,012 | $365K |
| Family Capital Trust Co | 0.13% | No change | 3,000 | $363K |
| Tyler-Stone Wealth Management | 0.06% | Add +0.1% | 2,987 | $362K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -3.1% | 2,986 | $362K |
| Barrett & Company, Inc. | 0.16% | Add +0.3% | 2,982 | $361K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -67.9% | 2,978 | $361K |
| Valley National Advisers Inc. | 0.06% | Add +31.9% | 2,977 | $359K |
| CFM Wealth Partners LLC | 0.06% | Add +4.1% | 2,953 | $358K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -6.7% | 2,950 | $357K |
| BCS Wealth Management | 0.09% | Reduce -35.3% | 2,924 | $354K |
| ARS Wealth Advisors Group, LLC | 0.05% | Add +0.2% | 2,915 | $353K |
| Woodward Diversified Capital, LLC | 0.25% | No change | 2,915 | $353K |
| Gen-Wealth Partners Inc | 0.15% | No change | 2,904 | $352K |
| Kelly Financial Group LLC | 0.11% | No change | 2,904 | $352K |
| Magnolia Capital Advisors LLC | 0.09% | Reduce -46.7% | 2,882 | $349K |
| AlphaStar Capital Management, LLC | 0.04% | No change | 2,881 | $349K |
| Means Investment Co., Inc. | 0.04% | Add +0.7% | 2,877 | $348K |
| Compass Financial Services Inc | 0.18% | No change | 2,843 | $344K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -1.9% | 2,827 | $342K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.4% | 2,806 | $339K |
| Lodestar Private Asset Management LLC | 0.04% | Add +0.6% | 2,735 | $331K |
| JFS Wealth Advisors, LLC | 0.02% | Add +41.6% | 2,719 | $329K |
| Kitching Partners, LLC | 0.38% | Reduce -0.3% | 2,701 | $327K |
| HBW Advisory Services LLC | 0.05% | Add +0.6% | 2,700 | $327K |
| Fifth Third Bancorp | 0.00% | Add +231.6% | 2,696 | $327K |
| Vertex Planning Partners, LLC | 0.07% | Reduce -1.8% | 2,683 | $325K |
| Atlatl Advisers LLC | 0.21% | Reduce -9.0% | 2,678 | $324K |
| Sfmg, LLC | 0.03% | Add +0.6% | 2,664 | $323K |
| TrueWealth Advisors, LLC | 0.11% | No change | 2,643 | $320K |
| HBK Sorce Advisory LLC | 0.01% | Add +10.7% | 2,636 | $319K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +5.4% | 2,636 | $319K |
| Fermata Advisors, LLC | 0.06% | Reduce -2.1% | 2,631 | $319K |
| Citigroup Inc. | 0.00% | Reduce -81.7% | 2,626 | $318K |
| WealthBridge Capital Management, LLC | 0.09% | Add +0.2% | 2,616 | $317K |
| Zions Bancorporation, National Association | 0.02% | — | 2,615 | $317K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -17.8% | 2,547 | $308K |
| South Plains Financial, Inc. | 0.24% | Add +3.7% | 2,545 | $308K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -42.4% | 2,545 | $308K |
| Note Advisors, LLC | 0.25% | Reduce -3.4% | 2,534 | $307K |
| Financial Insights, Inc. | 0.12% | No change | 2,527 | $306K |
| Aspiriant, LLC | 0.01% | Add +8.8% | 2,517 | $305K |
| Lowe Wealth Advisors, LLC | 0.13% | No change | 2,510 | $304K |
| CreativeOne Wealth, LLC | 0.01% | Add +4.8% | 2,494 | $302K |
| Betterment LLC | 0.00% | Reduce -1.4% | 2,486 | $301K |
| Consolidated Portfolio Review Corp | 0.05% | Add +25.9% | 2,477 | $300K |
| Smith Salley Wealth Management | 0.02% | New | 2,476 | $300K |
| Glen Eagle Advisors, LLC | 0.05% | Add +2.1% | 2,474 | $300K |
| McCarthy & Cox | 0.13% | Add +0.0% | 2,431 | $294K |
| Essex Bank | 0.07% | No change | 2,427 | $294K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -67.9% | 2,385 | $289K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -36.5% | 2,380 | $288K |
| Kintra Wealth, LLC | 0.19% | Add +13.6% | 2,372 | $287K |
| Sterling Investment Advisors LLC | 0.16% | No change | 2,365 | $286K |
| Huntleigh Advisors, Inc. | 0.05% | New | 2,342 | $284K |
| Verus Capital Partners, LLC | 0.03% | Reduce -6.8% | 2,312 | $280K |
| Consilio Wealth Advisors, LLC | 0.12% | Reduce -5.7% | 2,297 | $278K |
| Valued Retirements, Inc. | 0.36% | Reduce -12.6% | 2,290 | $277K |
| Gradient Investments LLC | 0.01% | No change | 2,264 | $274K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -13.3% | 2,230 | $270K |
| Round Rock Advisors LLC | 0.05% | New | 2,228 | $270K |
| Strategic Blueprint, LLC | 0.01% | New | 2,208 | $267K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,204 | $267K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.1% | 2,201 | $267K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -14.9% | 2,187 | $265K |
| Coppell Advisory Solutions LLC | 0.04% | Add +866.5% | 5,074 | $258K |
| Calton & Associates, Inc. | 0.06% | New | 2,125 | $257K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +2.1% | 2,096 | $254K |
| Moors & Cabot, Inc. | 0.01% | No change | 2,089 | $253K |
| EPG Wealth Management LLC | 0.07% | Add +0.6% | 2,086 | $253K |
| UMB Bank, n.a. | 0.00% | No change | 2,080 | $252K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +0.4% | 2,079 | $252K |
| Visionary Wealth Advisors | 0.02% | Reduce -14.7% | 2,076 | $251K |
| High Falls Advisors, Inc | 0.06% | Add +0.7% | 2,054 | $249K |
| Mather Group, Llc. | 0.00% | No change | 2,053 | $249K |
| Tyche Wealth Partners LLC | 0.05% | Add +12.6% | 2,040 | $247K |
| Milestone Asset Management Group, LLC | 0.22% | Reduce -3.6% | 2,029 | $246K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 2,028 | $246K |
| Realta Investment Advisors | 0.11% | Add +9.2% | 2,014 | $244K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Add +6.6% | 2,009 | $243K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 2,004 | $243K |
| Clear Harbor Asset Management, LLC | 0.02% | New | 2,005 | $243K |
| HC Advisors, LLC | 0.18% | No change | 2,000 | $242K |
| Marshall Financial Group, LLC | 0.05% | No change | 2,000 | $242K |
| Novem Group | 0.03% | Reduce -4.2% | 1,991 | $241K |
| Hilltop Holdings Inc. | 0.02% | Reduce -10.4% | 1,990 | $241K |
| Marino, Stram & Associates LLC | 0.05% | Add +0.1% | 1,987 | $241K |
| Stonegate Investment Group, LLC | 0.01% | No change | 1,980 | $240K |
| Chemistry Wealth Management LLC | 0.05% | No change | 1,950 | $236K |
| Monterey Private Wealth, Inc. | 0.07% | Reduce -31.6% | 1,948 | $236K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | No change | 1,943 | $235K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 1,941 | $235K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,933 | $234K |
| GC Wealth Management RIA, LLC | 0.04% | No change | 1,907 | $231K |
| Smithbridge Asset Management Inc. | 0.04% | — | 1,905 | $231K |
| Beacon Financial Group | 0.03% | New | 1,903 | $230K |
| PBMares Wealth Management LLC | 0.05% | Reduce -10.4% | 1,900 | $230K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 1,887 | $229K |
| Trust Co. of Vermont | 0.01% | Reduce -10.6% | 1,883 | $228K |
| Everpar Advisors LLC | 0.12% | Reduce -47.6% | 1,855 | $225K |
| San Luis Wealth Advisors LLC | 0.05% | Add +0.7% | 1,850 | $224K |
| Indiana Trust & Investment Management Co | 0.08% | No change | 1,841 | $223K |
| Clearstead Trust, LLC | 0.05% | Add +0.7% | 1,836 | $222K |
| SageView Advisory Group, LLC | 0.01% | Reduce -2.5% | 1,835 | $222K |
| Armor Investment Advisors, LLC | 0.09% | No change | 1,833 | $222K |
| Strategies Wealth Advisors, LLC | 0.03% | No change | 1,819 | $220K |
| International Assets Investment Management, LLC | 0.02% | Reduce -24.1% | 1,808 | $219K |
| Salvus Wealth Management, LLC | 0.14% | No change | 1,795 | $217K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 1,790 | $217K |
| Beacon Financial Advisory LLC | 0.07% | New | 1,781 | $216K |
| Cascade Financial Partners, LLC | 0.03% | Reduce -21.9% | 1,780 | $216K |
| AIMZ Investment Advisors, LLC | 0.07% | New | 1,770 | $214K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 1,765 | $214K |
| Covenant Asset Management, LLC | 0.05% | Reduce -3.3% | 1,758 | $213K |
| Whalerock Point Partners, LLC | 0.05% | New | 1,756 | $213K |
| Whittier Trust Co. | 0.00% | No change | 1,754 | $212K |
| Curi Capital, LLC | 0.01% | New | 1,750 | $212K |
| Valued Wealth Advisors LLC | 0.13% | Reduce -0.5% | 1,742 | $211K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -66.6% | 1,937 | $210K |
| Clayton Financial Group LLC | 0.08% | New | 1,728 | $209K |
| Obermeyer Wealth Partners | 0.01% | New | 1,718 | $208K |
| Baker Tilly Wealth Management, LLC | 0.08% | New | 1,710 | $207K |
| PDS Planning, Inc | 0.02% | New | 1,678 | $203K |
| Accel Wealth Management | 0.07% | New | 1,670 | $202K |
| Rwa Wealth Partners, LLC | 0.00% | New | 1,666 | $202K |
| Abacus Planning Group, Inc. | 0.04% | New | 1,661 | $201K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -10.4% | 1,620 | $196K |
| AdvisorNet Financial, Inc | 0.01% | Add +51.5% | 1,611 | $195K |
| Horizon Investments, LLC | 0.01% | Reduce -33.1% | 1,560 | $189K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,535 | $186K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.1% | 1,488 | $180K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.7% | 1,471 | $178K |
| Moser Wealth Advisors, LLC | 0.09% | New | 1,450 | $176K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,425 | $173K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -1.5% | 1,395 | $169K |
| Signature Resources Capital Management, LLC | 0.13% | No change | 1,253 | $152K |
| Colonial Trust Co / SC | 0.02% | Reduce -8.7% | 1,240 | $150K |
| Manchester Capital Management LLC | 0.02% | No change | 1,166 | $141K |
| Nalls Sherbakoff Group, LLC | 0.11% | — | 1,150 | $139K |
| Paladin Advisory Group, LLC | 0.11% | Reduce -0.5% | 1,142 | $138K |
| Register Financial Advisors LLC | 0.07% | Add +0.3% | 1,134 | $137K |
| New Republic Capital, LLC | 0.05% | No change | 1,000 | $121K |
| Centerpoint Advisors, LLC | 0.04% | No change | 1,000 | $121K |
| AlphaCore Capital LLC | 0.01% | New | 985 | $119K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +134.3% | 970 | $117K |
| Sandy Spring Bank | 0.00% | Add +28.9% | 967 | $117K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 948 | $115K |
| Larson Financial Group LLC | 0.01% | No change | 944 | $114K |
| Grand Wealth Management, LLC | 0.06% | No change | 918 | $111K |
| CVA Family Office, LLC | 0.02% | Reduce -25.4% | 885 | $107K |
| Cheviot Value Management, LLC | 0.01% | New | 929 | $107K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 880 | $107K |
| McClarren Financial Advisors, Inc. | 0.07% | Reduce -59.0% | 340 | $101K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 820 | $99K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.4% | 778 | $94K |
| LRI Investments, LLC | 0.01% | No change | 720 | $87K |
| Cornerstone Planning Group LLC | 0.02% | Add +102.9% | 759 | $86K |
| Rothschild Investment LLC | 0.01% | No change | 710 | $86K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -19.9% | 705 | $85K |
| North Star Investment Management Corp. | 0.01% | No change | 700 | $85K |
| Nova Wealth Management, Inc. | 0.07% | Add +0.6% | 698 | $85K |
| Salem Investment Counselors Inc. | 0.00% | No change | 665 | $81K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +52.0% | 661 | $80K |
| Hollencrest Capital Management | 0.00% | No change | 650 | $79K |
| Smartleaf Asset Management LLC | 0.01% | Add +185.2% | 656 | $78K |
| Assetmark, Inc. | 0.00% | Reduce -71.3% | 630 | $76K |
| Sound Income Strategies, LLC | 0.00% | Add +423.3% | 628 | $76K |
| Centricity Wealth Management, LLC | 0.07% | No change | 622 | $75K |
| Grove Bank & Trust | 0.01% | New | 610 | $74K |
| Glassman Wealth Services | 0.01% | Add +0.7% | 597 | $72K |
| Synergy Investment Management, LLC | 0.03% | Add +26.8% | 591 | $72K |
| Key Financial Inc | 0.02% | No change | 573 | $69K |
| True Wealth Design, LLC | 0.03% | No change | 572 | $69K |
| PSI Advisors, LLC | 0.02% | No change | 560 | $68K |
| Creative Financial Designs Inc. | 0.01% | Add +0.2% | 552 | $67K |
| Eastern Bank | 0.00% | No change | 545 | $66K |
| Legacy Wealth Managment, LLC | 0.05% | No change | 542 | $66K |
| Tidemark, LLC | 0.02% | No change | 534 | $65K |
| Clear Investment Research, LLC | 0.09% | Reduce -3.6% | 531 | $64K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | Reduce -39.6% | 530 | $64K |
| Montag A & Associates Inc. | 0.00% | No change | 501 | $61K |
| Quadrant Capital Group LLC | 0.00% | No change | 500 | $61K |
| Fortitude Family Office, LLC | 0.02% | Reduce -79.5% | 490 | $59K |
| Financial Connections Group, Inc. | 0.03% | No change | 495 | $59K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | New | 474 | $57K |
| Stephens Consulting, LLC | 0.01% | No change | 474 | $57K |
| Tompkins Financial Corp. | 0.01% | No change | 450 | $55K |
| Compass Wealth Management LLC | 0.01% | No change | 444 | $54K |
| First Community Trust NA | 0.05% | No change | 435 | $53K |
| Ameriflex Group, Inc. | 0.02% | No change | 433 | $52K |
| Westside Investment Management, Inc. | 0.01% | Add +41.1% | 419 | $51K |
| Gables Capital Management Inc. | 0.02% | No change | 415 | $50K |
| YANKCOM Partnership | 0.03% | Reduce -0.3% | 400 | $49K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.8% | 401 | $49K |
| MGB Wealth Management, LLC | 0.02% | No change | 400 | $48K |
| Headlands Technologies LLC | 0.01% | New | 383 | $46K |
| Roxbury Financial LLC | 0.04% | Add +0.6% | 352 | $42K |
| Eq Wealth Advisors, LLC | 0.03% | New | 328 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -60.6% | 326 | $39K |
| AllSquare Wealth Management LLC | 0.02% | No change | 323 | $39K |
| Banque Cantonale Vaudoise | 0.00% | — | 320 | $39K |
| Avalon Trust Co | 0.00% | No change | 300 | $36K |
| CENTRAL TRUST Co | 0.00% | Reduce -65.8% | 298 | $36K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Reduce -46.4% | 296 | $36K |
| Russell Investments Group, Ltd. | 0.00% | Add +69.4% | 293 | $35K |
| Financial Management Professionals, Inc. | 0.00% | No change | 269 | $33K |
| Colonial Trust Advisors | 0.00% | Reduce -16.2% | 263 | $32K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +344.1% | 262 | $32K |
| Bellevue Asset Management, LLC | 0.02% | No change | 250 | $30K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 250 | $30K |
| NFSG Corp | 0.01% | Add +0.4% | 242 | $29K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 234 | $28K |
| City Holding Co. | 0.00% | No change | 225 | $27K |
| Community Bank, N.A. | 0.00% | Reduce -80.9% | 210 | $25K |
| Signaturefd, LLC | 0.00% | Reduce -91.0% | 195 | $24K |
| Parkworth Wealth Management, Inc. | 0.02% | No change | 167 | $20K |
| Syntax Research, Inc. | 0.01% | No change | 165 | $20K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 165 | $20K |
| Global Trust Asset Management, LLC | 0.01% | No change | 159 | $19K |
| FSA Wealth Management LLC | 0.01% | Reduce -46.3% | 309 | $18K |
| Bear Mountain Capital, Inc. | 0.01% | New | 151 | $17K |
| Bangor Savings Bank | 0.00% | No change | 138 | $17K |
| Clarity Asset Management, Inc. | 0.01% | No change | 129 | $16K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 120 | $14K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 116 | $14K |
| Eukles Asset Management | 0.01% | No change | 113 | $14K |
| Johnson Financial Group, Inc. | 0.00% | New | 112 | $14K |
| Towne Trust Company, N.A | 0.00% | No change | 109 | $13K |
| Rakuten Securities, Inc. | 0.01% | New | 107 | $13K |
| Decker Retirement Planning Inc. | 0.01% | Reduce -19.7% | 98 | $12K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 92 | $11K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 83 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 89 | $10K |
| N.E.W. Advisory Services LLC | 0.00% | New | 82 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 80 | $10K |
| REAP Financial Group, LLC | 0.00% | No change | 75 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 67 | $8K |
| Tortoise Investment Management, LLC | 0.00% | No change | 66 | $8K |
| Peoples Bank | 0.01% | No change | 66 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 64 | $8K |
| Lindbrook Capital, LLC | 0.00% | No change | 59 | $7K |
| Versant Capital Management, Inc | 0.00% | No change | 58 | $7K |
| Roble, Belko & Company, Inc | 0.00% | No change | 60 | $7K |
| Transce3nd, LLC | 0.00% | Reduce -56.5% | 57 | $7K |
| First Command Advisory Services, Inc. | 0.00% | New | 55 | $7K |
| Aviso Financial Inc. | 0.00% | New | 52 | $6K |
| Avion Wealth | 0.00% | No change | 61 | $6K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 44 | $5K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 38 | $5K |
| Blue Trust, Inc. | 0.00% | No change | 35 | $4K |
| Park Square Financial Group, LLC | 0.00% | No change | 34 | $4K |
| Princeton Global Asset Management LLC | 0.00% | No change | 32 | $4K |
| GAMMA Investing LLC | 0.00% | No change | 32 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 31 | $4K |
| Silicon Valley Capital Partners | 0.00% | No change | 31 | $4K |
| Bernard Wealth Management Corp. | 0.00% | No change | 26 | $3K |
| Gould Capital, LLC | 0.00% | No change | 18 | $2K |
| Resources Management Corp. /CT/ | 0.00% | No change | 20 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 16 | $2K |
| Asset Dedication, LLC | 0.00% | New | 15 | $2K |
| Capital A Wealth Management, LLC | 0.00% | New | 14 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 14 | $2K |
| SVB Wealth LLC | 0.00% | New | 13 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 10 | $1K |
| Hexagon Capital Partners LLC | 0.00% | New | 10 | $1K |
| Hurley Capital, LLC | 0.00% | No change | 5 | $622 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 5 | $606 |
| Nemes Rush Group LLC | 0.00% | No change | 5 | $606 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -28.6% | 5 | $588 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 1 | $62 |
"% 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.