iShares Core High Dividend EHDVETF
13F holders, Q2 2025 (June 30)758holders −18
39new positions
57sold out
2famous investors
$117.21avg. 13F price*
At the end of Q2 2025, 758 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings, down 18 from Q1 2025. 39 opened new positions and 57 sold out. The largest holders were Bank of America Corp. ($527.5M), Morgan Stanley ($386.6M) and LPL Financial LLC ($323.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $18.4M |
| Exits | 57 | $200.0M |
All 13F filers, Q1 2025 → Q2 2025: 2,054,808 shares bought and 3,150,296 shares sold, net −1,095,488 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 758 holders
| Bank of America Corp. | 0.04% | Add +3.6% | 4,501,871 | $527.5M |
| Morgan Stanley | 0.03% | Add +2.1% | 3,299,766 | $386.6M |
| LPL Financial LLC | 0.11% | Add +11.3% | 2,763,314 | $323.8M |
| UBS Group AG | 0.03% | Reduce -0.5% | 1,419,370 | $166.3M |
| Wells Fargo & Company | 0.03% | Add +0.4% | 1,282,111 | $150.2M |
| JPMorgan Chase & Co. | 0.01% | Add +3.8% | 1,203,661 | $141.0M |
| Royal Bank of Canada | 0.03% | Add +3.3% | 1,183,612 | $138.7M |
| Raymond James Financial Inc. | 0.04% | Reduce -6.4% | 918,491 | $107.6M |
| Commonwealth Equity Services, LLC | 0.13% | Add +5.9% | 837,859 | $98.2M |
| Janney Montgomery Scott LLC | 0.24% | Add +3.4% | 778,605 | $91.2M |
| Envestnet Asset Management Inc. | 0.03% | Add +2.9% | 770,855 | $90.3M |
| Securian Asset Management, Inc. | 2.55% | Reduce -7.7% | 763,802 | $89.5M |
| M&T Bank Corp | 0.30% | Add +1.8% | 742,387 | $87.0M |
| BlackRock, Inc. | 0.00% | Reduce -0.8% | 663,655 | $77.8M |
| Jones Financial Companies LLLP | 0.06% | Add +37.5% | 653,620 | $76.3M |
| Ameriprise Financial Inc. | 0.02% | Add +1.5% | 637,677 | $74.6M |
| Truist Financial Corp. | 0.11% | Add +2.3% | 636,410 | $74.6M |
| FMR LLC | 0.00% | Reduce -7.2% | 525,759 | $61.6M |
| LBMC Investment Advisors, LLC | 3.83% | Add +0.1% | 458,651 | $53.7M |
| Mariner, LLC | 0.08% | Add +3.8% | 454,551 | $53.3M |
| Townsend & Associates, Inc | 4.23% | Reduce -4.7% | 355,629 | $42.6M |
| Cetera Investment Advisers | 0.07% | Add +2.8% | 359,978 | $42.2M |
| Osaic Holdings, Inc. | 0.07% | Reduce -2.4% | 332,253 | $38.9M |
| MML Investors Services, LLC | 0.11% | Add +7.8% | 327,360 | $38.4M |
| Steward Partners Investment Advisory, LLC | 0.26% | Add +2.7% | 287,213 | $33.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -4.1% | 256,129 | $30.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -3.9% | 249,621 | $29.8M |
| SBI Securities Co., Ltd. | 0.82% | Reduce -0.3% | 242,909 | $28.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +39.5% | 236,618 | $27.7M |
| Regimen Wealth, LLC | 8.29% | Reduce -13.5% | 227,877 | $26.7M |
| Simmons Bank | 1.68% | Reduce -2.5% | 200,913 | $23.5M |
| Rockefeller Capital Management L.P. | 0.05% | Add +1.9% | 200,311 | $23.5M |
| Wharton Business Group, LLC | 0.97% | Add +14.3% | 195,333 | $22.9M |
| DAVENPORT & Co LLC | 0.12% | Add +19.9% | 186,193 | $21.8M |
| Cwm, LLC | 0.08% | Add +141.1% | 182,691 | $21.4M |
| Creative Planning | 0.02% | Reduce -9.9% | 181,909 | $21.3M |
| Waverly Advisors, LLC | 0.23% | Reduce -0.2% | 175,512 | $20.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +20.2% | 173,111 | $20.3M |
| Stifel Financial Corp. | 0.02% | Add +3.7% | 172,257 | $20.2M |
| VAUGHAN & Co SECURITIES, INC. | 11.26% | Add +3.9% | 167,532 | $19.6M |
| Meiji Yasuda Life Insurance Co | 0.58% | No change | 166,097 | $19.5M |
| HB Wealth Management, LLC | 0.15% | Add +0.2% | 160,896 | $18.9M |
| Comerica Bank | 0.07% | Reduce -5.0% | 159,974 | $18.7M |
| Kohmann Bosshard Financial Services, LLC | 2.08% | Add +3.6% | 158,884 | $18.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +0.3% | 156,934 | $18.4M |
| Sweeney & Michel, LLC | 6.29% | Add +4.3% | 147,755 | $17.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +38.0% | 143,051 | $16.8M |
| Advisory Services Network, LLC | 0.27% | Add +18.4% | 141,620 | $16.8M |
| Avantax Advisory Services, Inc. | 0.09% | Add +10.2% | 138,386 | $16.2M |
| HighTower Advisors, LLC | 0.02% | Add +0.1% | 129,401 | $15.2M |
| Columbia River Financial Group, LLC | 8.90% | Add +6.2% | 115,531 | $13.8M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -1.7% | 106,093 | $12.4M |
| Capital Advisors Wealth Management, LLC | 1.92% | Add +781.8% | 104,075 | $12.2M |
| Lantz Financial LLC | 3.00% | Add +2.0% | 102,663 | $12.0M |
| Private Advisor Group, LLC | 0.06% | Reduce -0.0% | 101,266 | $11.9M |
| Kapstone Financial Advisors LLC | 5.83% | Reduce -3.0% | 99,751 | $11.7M |
| Graypoint LLC | 0.65% | Add +6.3% | 98,876 | $11.6M |
| Global Strategic Investment Solutions, LLC | 1.18% | Reduce -2.5% | 94,186 | $11.0M |
| Wealthspire Advisors, LLC | 0.06% | Add +2.8% | 92,380 | $10.8M |
| Captrust Financial Advisors | 0.02% | Reduce -0.6% | 91,856 | $10.8M |
| Atria Investments, Inc | 0.13% | Reduce -1.4% | 90,432 | $10.6M |
| NTV Asset Management LLC | 1.26% | Add +2.0% | 90,076 | $10.6M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -3.2% | 89,882 | $10.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -0.2% | 88,503 | $10.4M |
| Glenmede Investment Management, LP | 0.05% | — | 85,731 | $10.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.72% | Reduce -35.9% | 85,364 | $10.0M |
| FAS Wealth Partners, Inc. | 0.73% | Add +0.5% | 83,849 | $9.8M |
| Beaumont Financial Advisors, LLC | 0.68% | Reduce -0.2% | 79,886 | $9.4M |
| Gallagher Fiduciary Advisors, LLC | 0.35% | Reduce -0.3% | 76,477 | $9.0M |
| Lido Advisors, LLC | 0.05% | Add +3.0% | 76,453 | $9.0M |
| PFG Advisors | 0.41% | Add +20.6% | 75,852 | $8.9M |
| Susquehanna International Group, LLP | 0.01% | Add +541.3% | 73,678 | $8.6M |
| Base Wealth Management LLC | 5.51% | Add +8.3% | 73,338 | $8.6M |
| Courier Capital LLC | 0.52% | Add +18.6% | 72,805 | $8.5M |
| Financial Perspectives, Inc | 2.55% | Add +1.7% | 71,852 | $8.4M |
| IFP Advisors, Inc | 0.24% | Reduce -1.2% | 70,822 | $8.3M |
| Regions Financial Corp. | 0.06% | Add +0.6% | 69,840 | $8.2M |
| Smithfield Trust Co | 0.37% | Add +2.4% | 67,473 | $7.9M |
| Advus Financial Partners, LLC | 1.97% | Reduce -1.9% | 65,870 | $7.7M |
| Gunma Bank,Ltd. | 2.49% | Reduce -13.3% | 65,000 | $7.6M |
| Citizens Financial Group Inc. | 0.12% | Reduce -2.6% | 63,009 | $7.4M |
| Franklin Resources Inc. | 0.00% | Reduce -25.0% | 57,420 | $6.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 55,922 | $6.6M |
| Level Four Advisory Services, LLC | 0.24% | Add +0.1% | 55,117 | $6.5M |
| Sigma Planning Corp | 0.19% | Reduce -6.8% | 54,812 | $6.4M |
| Cowa, LLC | 2.43% | Reduce -0.0% | 54,382 | $6.4M |
| MJP Associates Inc. | 0.94% | Add +6.2% | 53,952 | $6.3M |
| Advisor OS, LLC | 0.61% | Add +3.0% | 53,158 | $6.2M |
| Bank of Montreal | 0.00% | Add +12.4% | 51,241 | $6.0M |
| Global Retirement Partners, LLC | 0.15% | — | 50,922 | $6.0M |
| Maltin Wealth Management, Inc. | 2.68% | Add +11.5% | 50,875 | $6.0M |
| Old National Bancorp | 0.11% | Reduce -0.5% | 50,462 | $5.9M |
| Kentucky Farm Bureau Mutual Insurance Co | 1.25% | No change | 50,000 | $5.9M |
| Gray Private Wealth, LLC | 3.10% | Add +3.8% | 49,239 | $5.8M |
| Summit Wealth Partners, LLC | 1.09% | Add +11.8% | 48,689 | $5.7M |
| Flagship Harbor Advisors, LLC | 0.27% | Add +251.4% | 47,772 | $5.6M |
| Foundry Financial Group, Inc. | 3.05% | Add +1.1% | 45,704 | $5.4M |
| SteelPeak Wealth, LLC | 0.21% | New | 45,119 | $5.3M |
| Merit Financial Group, LLC | 0.06% | Add +481.6% | 44,400 | $5.2M |
| Cibc World Market Inc. | 0.01% | Add +3.3% | 43,671 | $5.1M |
| Janney Capital Management LLC | 0.33% | Reduce -0.6% | 43,393 | $5.1M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -31.4% | 42,999 | $5.0M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -53.5% | 42,221 | $5.0M |
| StoneX Group Inc. | 0.24% | Reduce -1.7% | 42,195 | $4.9M |
| Forefront Analytics, LLC | 5.50% | Reduce -2.6% | 41,996 | $4.9M |
| Principal Securities, Inc. | 0.09% | Add +46.0% | 41,828 | $4.9M |
| Citadel Advisors | 0.00% | Add +1043.3% | 39,924 | $4.7M |
| &partners | 0.04% | Add +27.6% | 39,165 | $4.6M |
| Chatham Capital Group, Inc. | 0.69% | Add +3.6% | 38,428 | $4.5M |
| Farrow Financial, Inc. | 2.73% | Reduce -1.2% | 38,346 | $4.5M |
| Houlihan Financial Resource Group, Ltd. | 1.86% | Reduce -1.0% | 38,069 | $4.5M |
| Embree Financial Group | 0.67% | Reduce -2.0% | 38,155 | $4.5M |
| Brandywine Oak Private Wealth LLC | 0.41% | Add +1.9% | 37,642 | $4.4M |
| Blair William & Co. | 0.01% | Reduce -1.2% | 37,516 | $4.4M |
| Sunbelt Securities, Inc. | 0.39% | Reduce -12.9% | 38,891 | $4.4M |
| Capital Advisors, Ltd. LLC | 0.52% | Add +4.7% | 36,310 | $4.3M |
| Strategic Family Wealth Counselors, L.L.C. | 1.21% | Add +4.5% | 36,302 | $4.3M |
| Equitable Holdings, Inc. | 0.04% | Add +2.1% | 36,190 | $4.2M |
| Atlas Private Wealth Advisors | 0.54% | Add +1.2% | 36,119 | $4.2M |
| Cerity Partners LLC | 0.01% | Reduce -40.1% | 34,764 | $4.1M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -33.4% | 34,749 | $4.1M |
| Shulman DeMeo Asset Management LLC | 0.99% | Reduce -0.3% | 34,169 | $4.0M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +24.5% | 33,467 | $3.9M |
| IHT Wealth Management, LLC | 0.11% | Reduce -3.5% | 33,389 | $3.9M |
| J2 Capital Management Inc | 3.07% | Add +39.0% | 32,857 | $3.8M |
| Cahill Financial Advisors Inc. | 0.48% | Reduce -0.1% | 32,815 | $3.8M |
| Burke & Herbert Bank & Trust Co. | 0.86% | Add +1.7% | 32,641 | $3.8M |
| Wolff Financial Management LLC | 0.97% | Reduce -1.3% | 32,187 | $3.8M |
| Jefferies Financial Group Inc. | 0.07% | Reduce -2.1% | 32,152 | $3.8M |
| Allworth Financial LP | 0.02% | Reduce -1.8% | 31,042 | $3.6M |
| American Financial & Tax Strategies Inc. | 1.87% | Add +2.3% | 30,806 | $3.6M |
| NewEdge Advisors, LLC | 0.02% | Add +10.8% | 30,413 | $3.6M |
| Keystone Financial Planning, Inc. | 1.07% | Reduce -3.2% | 30,144 | $3.5M |
| Connecticut Wealth Management, LLC | 0.17% | Add +0.3% | 29,884 | $3.5M |
| AtlasMark Financial, Inc | 2.66% | Add +11.2% | 29,870 | $3.5M |
| Independent Solutions Wealth Management, LLC | 0.68% | Add +3.5% | 29,795 | $3.5M |
| Arkadios Wealth Advisors | 0.10% | Reduce -0.7% | 29,524 | $3.5M |
| Allen Investment Management, LLC | 0.04% | No change | 29,195 | $3.4M |
| Godsey & Gibb, Inc. | 0.32% | Add +2.3% | 28,756 | $3.4M |
| STAR Financial Bank | 2.13% | Add +9.5% | 28,646 | $3.4M |
| Northeast Financial Consultants Inc | 0.14% | Reduce -0.6% | 28,556 | $3.3M |
| D.A. Davidson & Co. | 0.02% | Add +1.6% | 28,117 | $3.3M |
| IFG Advisory, LLC | 0.16% | Reduce -7.4% | 27,591 | $3.2M |
| Baron Silver Stevens Financial Advisors, LLC | 0.52% | Reduce -2.8% | 27,554 | $3.2M |
| American State Bank (Iowa) | 1.78% | Reduce -36.6% | 27,446 | $3.2M |
| Valeo Financial Advisors, LLC | 0.08% | Reduce -85.2% | 26,945 | $3.2M |
| Formidable Asset Management, LLC | 0.53% | No change | 26,001 | $3.1M |
| KOM Wealth Management Group, LLC | 2.48% | Add +1.6% | 26,720 | $3.1M |
| Jackson Wealth Management, LLC | 0.34% | Add +1.3% | 26,659 | $3.1M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -12.6% | 26,143 | $3.1M |
| World Investment Advisors | 0.07% | Reduce -0.8% | 25,931 | $3.0M |
| Lakeshore Capital Group, Inc. | 2.68% | Reduce -15.6% | 25,812 | $3.0M |
| Cora Capital Advisors LLC | 1.35% | Add +12.6% | 25,803 | $3.0M |
| Kingsview Wealth Management, LLC | 0.05% | Add +87.7% | 25,695 | $3.0M |
| Baird Financial Group, Inc. | 0.01% | Add +10.9% | 25,693 | $3.0M |
| CRA Financial Services, LLC | 0.46% | Reduce -0.8% | 25,686 | $3.0M |
| Mayflower Financial Advisors, LLC | 0.41% | Add +0.6% | 25,184 | $3.0M |
| FC Advisory LLC | 0.87% | Reduce 0.0% | 24,036 | $2.8M |
| National Bank of Canada | 0.00% | Add +2.1% | 24,006 | $2.8M |
| Auto-Owners Insurance Co | 0.06% | Reduce -91.7% | 23,800 | $2.8M |
| Morton Brown Family Wealth, LLC | 0.84% | No change | 23,453 | $2.7M |
| High Net Worth Advisory Group LLC | 0.72% | Reduce -6.0% | 23,095 | $2.7M |
| GSG Advisors LLC | 0.78% | Add +0.8% | 22,941 | $2.7M |
| Sowa Financial Group, Inc. | 1.67% | Reduce -15.2% | 22,841 | $2.7M |
| Nottingham Advisors, Inc. | 0.40% | Reduce -0.1% | 22,790 | $2.7M |
| Scotia Capital Inc. | 0.01% | Add +4.5% | 21,918 | $2.6M |
| Wealth Management Associates, Inc. | 0.99% | Add +5.1% | 21,707 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Add +18.6% | 21,613 | $2.5M |
| WCG Wealth Advisors LLC | 0.16% | Reduce -3.6% | 21,224 | $2.5M |
| Focus Partners Wealth | 0.01% | Add +12.4% | 21,190 | $2.5M |
| Farther Finance Advisors, LLC | 0.05% | Add +67.4% | 21,108 | $2.5M |
| Norden Group LLC | 0.27% | Add +3.5% | 20,967 | $2.5M |
| Frisch Financial Group, Inc. | 0.60% | Reduce -19.0% | 20,837 | $2.4M |
| Cooper Financial Group | 0.29% | Reduce -15.3% | 20,714 | $2.4M |
| Goldstone Financial Group, LLC | 0.32% | Add +0.4% | 20,340 | $2.4M |
| Klingman & Associates, LLC | 0.13% | Reduce -0.2% | 20,668 | $2.4M |
| Stephens Inc. | 0.03% | Reduce -1.2% | 20,181 | $2.4M |
| Bernardo Wealth Planning LLC | 0.51% | Reduce -1.1% | 20,115 | $2.4M |
| Ridgecrest Wealth Partners, LLC | 1.24% | Add +5.1% | 20,039 | $2.3M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -0.3% | 19,427 | $2.3M |
| Ellis Investment Partners, LLC | 0.44% | Add +0.9% | 19,437 | $2.3M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Reduce -0.2% | 19,306 | $2.3M |
| Sagespring Wealth Partners, LLC | 0.05% | Reduce -0.8% | 19,174 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +17.8% | 19,137 | $2.2M |
| Aventus Investment Advisors, Inc. | 2.01% | — | 19,126 | $2.2M |
| Sowell Financial Services LLC | 0.09% | Add +0.8% | 19,037 | $2.2M |
| Gallagher Capital Advisors, LLC | 1.79% | Reduce -39.4% | 18,514 | $2.2M |
| AMG National Trust Bank | 0.06% | Add +0.9% | 18,495 | $2.2M |
| TruNorth Capital Management, LLC | 0.48% | No change | 18,487 | $2.2M |
| Harbour Investments, Inc. | 0.05% | Add +2.2% | 18,382 | $2.2M |
| Investment Advisory Group, LLC | 0.65% | Add +0.4% | 18,207 | $2.1M |
| Liberty Square Wealth Partners LLC | 0.73% | Add +0.1% | 18,149 | $2.1M |
| Summit X, LLC | 0.40% | Reduce -6.0% | 18,118 | $2.1M |
| Transcend Capital Advisors, LLC | 0.16% | Reduce -0.3% | 18,061 | $2.1M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Reduce -0.3% | 18,051 | $2.1M |
| Ironwood Financial, llc | 0.45% | No change | 17,195 | $2.1M |
| Fiduciary Group, LLC | 0.20% | Add +1.7% | 17,700 | $2.1M |
| Crews Bank & Trust | 0.32% | Reduce -7.1% | 17,537 | $2.1M |
| HFG Advisors, Inc. | 1.60% | Add +2.9% | 17,199 | $2.0M |
| LOM Asset Management Ltd | 0.68% | — | 17,099 | $2.0M |
| Csenge Advisory Group | 0.11% | Add +0.2% | 17,177 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -2.4% | 16,971 | $2.0M |
| Western Wealth Management, LLC | 0.12% | Add +1.9% | 16,951 | $2.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -2.1% | 16,854 | $2.0M |
| Mutual Advisors, LLC | 0.05% | Add +9.8% | 16,405 | $2.0M |
| Choreo, LLC | 0.03% | Reduce -7.5% | 16,674 | $2.0M |
| Apex Wealth Management, LLC | 1.54% | Add +0.8% | 16,337 | $1.9M |
| Evercore Wealth Management, LLC | 0.03% | Add +24.6% | 16,322 | $1.9M |
| Onyx Bridge Wealth Group LLC | 0.25% | Add +0.7% | 16,313 | $1.9M |
| Moloney Securities Asset Management, LLC | 0.24% | Reduce -0.0% | 16,285 | $1.9M |
| Woodstock Corp. | 0.17% | No change | 16,180 | $1.9M |
| Concord Asset Management, LLC | 0.28% | New | 16,063 | $1.9M |
| Concord Wealth Partners | 0.27% | Add +13.6% | 16,063 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -61.6% | 15,937 | $1.9M |
| Rehmann Capital Advisory Group | 0.11% | Add +1.7% | 15,620 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Reduce -3.9% | 15,574 | $1.8M |
| Raelipskie Partnership | 0.83% | Add +4.2% | 15,565 | $1.8M |
| Harbor Investment Advisory, LLC | 0.16% | Add +3.6% | 15,151 | $1.8M |
| Regal Investment Advisors LLC | 0.13% | Reduce -2.8% | 14,938 | $1.8M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Add +0.6% | 14,822 | $1.7M |
| Madden Advisory Services, Inc. | 0.73% | Add +3.2% | 14,663 | $1.7M |
| Federated Hermes, Inc. | 0.00% | Reduce -5.5% | 14,560 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +5.0% | 14,404 | $1.7M |
| Aft, Forsyth & Company, Inc. | 0.86% | Reduce -0.1% | 14,333 | $1.7M |
| ProVise Management Group, LLC | 0.13% | Reduce -0.1% | 14,194 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +282720.0% | 14,141 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.2% | 14,090 | $1.7M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -9.0% | 13,832 | $1.6M |
| Jackson, Grant Investment Advisers, Inc. | 0.59% | Add +0.8% | 13,616 | $1.6M |
| Howe & Rusling Inc. | 0.12% | Add +41.6% | 13,409 | $1.6M |
| NCM Capital Management, LLC | 0.64% | Add +0.0% | 13,402 | $1.6M |
| Bessemer Group Inc. | 0.00% | Reduce -14.9% | 13,325 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.11% | No change | 13,259 | $1.6M |
| RDA Financial Network | 0.42% | Reduce -2.0% | 13,213 | $1.5M |
| Collective Family Office LLC | 0.40% | Add +20.4% | 13,199 | $1.5M |
| SOA Wealth Advisors, LLC. | 0.28% | Reduce -12.5% | 13,190 | $1.5M |
| Regatta Capital Group, LLC | 0.26% | New | 13,166 | $1.5M |
| MCF Advisors LLC | 0.10% | Add +99.3% | 13,114 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.3% | 13,094 | $1.5M |
| Provenance Wealth Advisors, LLC | 0.22% | Reduce -29.2% | 13,070 | $1.5M |
| Synovus Financial Corp. | 0.02% | Add +1.0% | 13,062 | $1.5M |
| Argent Trust Co | 0.06% | Reduce -0.2% | 13,024 | $1.5M |
| Intrepid Financial Planning Group LLC | 0.64% | Reduce -0.7% | 12,953 | $1.5M |
| Atlas Legacy Advisors, LLC | 0.33% | Reduce -28.1% | 12,932 | $1.5M |
| First National Corp. /Ma/ | 0.30% | Add +2.1% | 12,816 | $1.5M |
| CW Advisors, LLC | 0.01% | Add +110.3% | 12,760 | $1.5M |
| Ancora Advisors LLC | 0.03% | Reduce -3.6% | 12,711 | $1.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Reduce -8.8% | 12,581 | $1.5M |
| Red Door Wealth Management, LLC | 0.18% | No change | 12,550 | $1.5M |
| Court Place Advisors, LLC | 0.46% | Reduce -1.1% | 12,509 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.4% | 12,251 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.19% | Reduce -7.4% | 12,213 | $1.4M |
| Cornerstone Advisors Asset Management, LLC | 0.28% | Reduce -7.7% | 12,201 | $1.4M |
| US Bancorp \de | 0.00% | Add +2.8% | 12,150 | $1.4M |
| Lanark Financial, Inc. | 0.12% | Reduce -8.3% | 12,002 | $1.4M |
| 180 Wealth Advisors, LLC | 0.20% | Reduce -0.8% | 11,988 | $1.4M |
| Wellspring Financial Advisors, LLC | 0.12% | Add +3.0% | 11,905 | $1.4M |
| Biondo Investment Advisors, LLC | 0.18% | Add +0.1% | 11,754 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Add +1.7% | 11,738 | $1.4M |
| PFG Investments, LLC | 0.08% | Reduce -0.5% | 11,683 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Reduce -3.0% | 11,666 | $1.4M |
| ICONIQ Capital, LLC | 0.02% | No change | 11,565 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +11.6% | 11,401 | $1.3M |
| CoreCap Advisors, LLC | 0.05% | Add +2.7% | 11,279 | $1.3M |
| Krilogy Financial LLC | 0.08% | Add +4.5% | 11,277 | $1.3M |
| Decker Retirement Planning Inc. | 0.76% | Add +11324.5% | 11,196 | $1.3M |
| Beacon Bank & Trust | 0.30% | Reduce -2.7% | 11,094 | $1.3M |
| Arax Advisory Partners | 0.06% | Reduce -1.3% | 11,079 | $1.3M |
| Capital Squared Financial LLC | 1.51% | — | 11,058 | $1.3M |
| Kovack Advisors, Inc. | 0.13% | Reduce -2.0% | 10,988 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +94.9% | 10,643 | $1.2M |
| 1900 Wealth Management LLC | 0.09% | Reduce -1.8% | 10,600 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.23% | Reduce -19.4% | 10,569 | $1.2M |
| MV Capital Management, Inc. | 0.13% | Reduce -1.6% | 10,526 | $1.2M |
| Clifford Swan Investment Counsel LLC | 0.04% | Reduce -2.8% | 10,523 | $1.2M |
| Quadcap Wealth Management, LLC | 0.16% | Reduce -2.0% | 10,517 | $1.2M |
| Anchor Investment Management, LLC | 0.11% | Add +4.8% | 10,377 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.3% | 10,360 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Add +7.0% | 10,320 | $1.2M |
| Pettyjohn, Wood & White, Inc. | 0.22% | Reduce -0.7% | 10,276 | $1.2M |
| Litman Gregory Wealth Management LLC | 0.09% | Reduce -1.7% | 10,177 | $1.2M |
| Avestar Capital, LLC | 0.09% | No change | 10,000 | $1.2M |
| Weaver Consulting Group | 0.32% | Add +0.2% | 9,912 | $1.2M |
| Atwater Malick LLC | 0.37% | Add +165.6% | 9,892 | $1.2M |
| Two Sigma Securities, LLC | 0.14% | New | 9,798 | $1.1M |
| Cornell Pochily Investment Advisors, Inc. | 0.37% | Add +2.8% | 9,777 | $1.1M |
| Collaborative Wealth Managment Inc. | 0.50% | Reduce -3.3% | 9,725 | $1.1M |
| NBT Bank, N.A. | 0.08% | Reduce -0.2% | 9,674 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +14.2% | 9,615 | $1.1M |
| Teamwork Financial Advisors, LLC | 0.14% | Reduce -5.1% | 9,620 | $1.1M |
| Talisman Wealth Advisors LLC | 1.02% | Add +20.1% | 9,502 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.6% | 9,499 | $1.1M |
| Prosperity Consulting Group, LLC | 0.08% | Add +16.3% | 9,479 | $1.1M |
| White Pine Capital LLC | 0.35% | Reduce -0.9% | 9,405 | $1.1M |
| Archer Investment Corp | 0.26% | Add +0.0% | 9,388 | $1.1M |
| Patten Group, Inc. | 0.23% | Reduce -4.5% | 9,280 | $1.1M |
| Operose Advisors LLC | 0.30% | Add +36.2% | 9,215 | $1.1M |
| Smartleaf Asset Management LLC | 0.09% | Add +1301.7% | 9,195 | $1.1M |
| Cresta Advisors, Ltd. | 0.52% | Add +10.5% | 9,151 | $1.1M |
| Parsons Capital Management Inc. | 0.07% | No change | 9,110 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -2.2% | 8,957 | $1.0M |
| Straight Path Wealth Management | 0.36% | Add +0.8% | 8,950 | $1.0M |
| CFS Investment Advisory Services, LLC | 0.09% | Add +4.7% | 8,938 | $1.0M |
| MAI Capital Management | 0.01% | Reduce -4.8% | 8,889 | $1.0M |
| VestGen Advisors, LLC | 0.04% | Reduce -1.1% | 8,697 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.1% | 8,829 | $1.0M |
| Valmark Advisers, Inc. | 0.01% | Reduce -6.7% | 8,821 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -95.4% | 8,673 | $1.0M |
| JB Capital LLC | 0.05% | Add +4.5% | 8,639 | $1.0M |
| Romano Brothers and Company | 0.12% | Add +1.2% | 8,590 | $1.0M |
| Cobblestone Capital Advisors LLC | 0.05% | No change | 8,530 | $999K |
| First Heartland Consultants, Inc. | 0.09% | Add +0.9% | 8,455 | $991K |
| Armstrong Advisory Group, Inc. | 0.07% | Reduce -55.0% | 8,334 | $976K |
| Hohimer Wealth Management, LLC | 0.17% | Reduce -1.7% | 8,139 | $954K |
| Genesis Private Wealth, LLC | 0.45% | Reduce -1.2% | 8,097 | $949K |
| Claro Advisors Inc. | 0.16% | Add +1.7% | 8,083 | $947K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -2.5% | 8,061 | $945K |
| Sage Financial Group Inc. | 0.07% | No change | 8,021 | $940K |
| Curi Capital, LLC | 0.02% | Add +356.9% | 7,996 | $937K |
| Soltis Investment Advisors LLC | 0.07% | Reduce -4.7% | 7,897 | $925K |
| Caldwell Trust Co | 0.09% | No change | 7,889 | $924K |
| Van Hulzen Asset Management, LLC | 0.08% | Reduce -0.4% | 7,802 | $914K |
| ADG Wealth Management Group, LLC | 0.77% | Reduce -0.1% | 7,755 | $909K |
| Patten & Patten Inc. | 0.06% | Add +2.5% | 7,698 | $902K |
| Calamos Wealth Management LLC | 0.04% | Reduce -88.7% | 7,555 | $885K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Reduce -6.9% | 7,554 | $885K |
| Northwest Bancshares, Inc. | 0.15% | Reduce -0.7% | 7,526 | $882K |
| Apollon Financial, LLC | 0.18% | Reduce -0.6% | 7,270 | $852K |
| Tacita Capital Inc | 0.55% | Add +14.2% | 7,255 | $850K |
| Forefront Wealth Management Inc. | 0.68% | Add +3.2% | 7,207 | $844K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.1% | 7,172 | $840K |
| JSF Financial, LLC | 0.19% | Add +0.8% | 6,966 | $816K |
| Albion Financial Group | 0.05% | Add +18.4% | 6,954 | $815K |
| Element Wealth, LLC | 0.37% | Reduce -2.4% | 6,930 | $812K |
| Amplius Wealth Advisors, LLC | 0.07% | No change | 6,765 | $793K |
| Private Trust Co. NA | 0.08% | No change | 6,759 | $792K |
| Mosaic Family Wealth Partners, LLC | 0.10% | Reduce -8.8% | 6,712 | $786K |
| KFA Private Wealth Group, LLC | 0.24% | Reduce -1.6% | 6,679 | $783K |
| Investment Partners, LTD. | 0.29% | Add +0.2% | 6,599 | $773K |
| Sax Wealth Advisors, LLC | 0.05% | No change | 6,591 | $772K |
| Wedbush Securities Inc. | 0.03% | Add +1.3% | 6,569 | $770K |
| WealthShield Partners, LLC | 0.09% | Reduce -1.0% | 6,467 | $758K |
| Climber Capital SA | 0.49% | No change | 6,500 | $757K |
| Philadelphia Trust Co. | 0.06% | No change | 6,417 | $752K |
| Lion Street Advisors, LLC | 0.22% | Reduce -34.9% | 6,324 | $741K |
| Leavell Investment Management, Inc. | 0.03% | No change | 6,271 | $735K |
| Integrated Advisors Network LLC | 0.03% | Add +0.0% | 6,233 | $730K |
| Deutsche Bank AG | 0.00% | No change | 6,186 | $725K |
| CIBC Private Wealth Group LLC | 0.00% | Add +217.7% | 6,153 | $721K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +8.1% | 6,118 | $717K |
| Jacobi Capital Management LLC | 0.05% | Add +1.9% | 6,090 | $714K |
| Bank of New York Mellon Corp | 0.00% | Reduce -76.5% | 6,069 | $711K |
| Midwest Trust Co | 0.01% | — | 6,057 | $710K |
| LongView Wealth Management | 0.21% | Add +2.0% | 5,969 | $699K |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.6% | 5,968 | $699K |
| Money Concepts Capital Corp. | 0.05% | Add +7.4% | 5,869 | $688K |
| Black Diamond Financial, LLC | 0.11% | No change | 5,865 | $687K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.1% | 5,855 | $686K |
| Inspirion Wealth Advisors, LLC | 0.09% | No change | 5,847 | $685K |
| Dudley Capital Management, LLC | 0.34% | Add +42.5% | 5,836 | $684K |
| Clearstead Advisors, LLC | 0.01% | Reduce -5.4% | 5,804 | $680K |
| Dunhill Financial, LLC | 0.20% | New | 5,748 | $674K |
| SouthState Bank Corp | 0.03% | Reduce -6.9% | 5,698 | $668K |
| Investment Partners Asset Management, Inc. | 0.46% | Reduce -0.1% | 5,635 | $660K |
| Sovereign Financial Group, Inc. | 0.13% | No change | 5,542 | $649K |
| Woodmont Investment Counsel LLC | 0.04% | New | 5,524 | $647K |
| Chapin Davis, Inc. | 0.18% | No change | 5,486 | $643K |
| Hilltop Holdings Inc. | 0.04% | Add +172.7% | 5,426 | $636K |
| Human Investing LLC | 0.10% | Add +77.5% | 5,390 | $632K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +3.9% | 5,382 | $631K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.8% | 5,366 | $629K |
| Pps&v Asset Management Consultants, Inc. | 0.39% | No change | 5,319 | $623K |
| Helium Advisors LLC | 0.39% | Add +0.5% | 5,318 | $623K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -1.9% | 5,321 | $623K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 5,304 | $621K |
| Lazard Asset Management LLC | 0.00% | No change | 5,300 | $621K |
| Ieq Capital, LLC | 0.00% | New | 5,297 | $621K |
| Flagstar Securities, Inc. | 0.17% | Reduce -3.5% | 5,252 | $615K |
| Baring Financial LLC | 0.46% | Reduce -1.3% | 5,250 | $615K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +43.7% | 5,169 | $606K |
| Daymark Wealth Partners, LLC | 0.02% | Add +14.4% | 5,137 | $602K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.2% | 5,104 | $598K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.0% | 5,043 | $591K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,990 | $585K |
| Noble Family Wealth, LLC | 0.14% | New | 4,989 | $585K |
| Tectonic Advisors LLC | 0.03% | Reduce -3.9% | 4,944 | $579K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -44.6% | 4,921 | $577K |
| Northern Trust Corp. | 0.00% | Reduce -9.2% | 4,914 | $576K |
| David J Yvars Group | 0.34% | Add +2.6% | 4,903 | $574K |
| Brookstone Capital Management | 0.01% | Add +58.8% | 4,884 | $572K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Reduce -5.0% | 4,835 | $567K |
| Savant Capital, LLC | 0.00% | Reduce -0.9% | 4,792 | $562K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -5.3% | 4,786 | $561K |
| CGN Advisors LLC | 0.05% | No change | 4,713 | $552K |
| Bank of Nova Scotia | 0.00% | No change | 4,690 | $550K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +1.3% | 4,667 | $547K |
| Trust Point Inc. | 0.05% | Add +4.8% | 4,654 | $545K |
| Independent Financial Group, LLC | 0.01% | Reduce -17.8% | 4,649 | $545K |
| NorthRock Partners, LLC | 0.01% | No change | 4,637 | $543K |
| Obsidian Cio, LLC | 0.08% | Reduce -1.8% | 4,635 | $543K |
| Impact Partnership Wealth, LLC | 0.10% | Reduce -13.3% | 4,572 | $536K |
| PMG Wealth Management, Inc. | 0.44% | No change | 4,550 | $533K |
| Pension & Wealth Management Advisors, Inc. | 0.18% | Add +4.8% | 4,529 | $531K |
| Creekmur Asset Management LLC | 0.09% | Add +0.7% | 4,504 | $528K |
| Penobscot Investment Management Company, Inc. | 0.05% | Add +52.5% | 4,500 | $527K |
| Mission Creek Capital Partners, Inc. | 0.12% | Reduce -3.2% | 4,482 | $525K |
| Spire Wealth Management | 0.02% | Reduce -4.6% | 4,463 | $523K |
| Compound Planning, Inc. | 0.02% | Add +2.9% | 4,418 | $518K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 4,416 | $517K |
| 1 North Wealth Services LLC | 0.20% | Add +3.6% | 4,388 | $514K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -2.9% | 4,368 | $512K |
| Independent Wealth Network Inc. | 0.18% | Reduce -0.1% | 4,275 | $501K |
| Brooks, Moore & Associates, Inc. | 0.27% | No change | 4,194 | $496K |
| Pacific Sun Financial Corp | 0.26% | No change | 4,179 | $490K |
| Silverlake Wealth Management LLC | 0.14% | New | 4,160 | $487K |
| Eagle Strategies LLC | 0.07% | Reduce -4.5% | 4,157 | $487K |
| Flputnam Investment Management Co. | 0.01% | Add +11.1% | 4,148 | $486K |
| Bluespring Wealth Management, LLC | 0.05% | No change | 4,126 | $483K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +8.2% | 4,089 | $479K |
| HCR Wealth Advisors | 0.06% | Reduce -4.1% | 4,080 | $478K |
| Coastal Bridge Advisors, LLC | 0.04% | New | 4,077 | $478K |
| Fort Sheridan Advisors LLC | 0.07% | Add +0.5% | 4,060 | $476K |
| Financial Advocates Investment Management | 0.04% | Reduce -69.3% | 4,053 | $475K |
| Meridian Management Co. | 0.13% | No change | 4,000 | $473K |
| Summit Wealth & Retirement Planning, Inc. | 0.13% | No change | 4,023 | $471K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -50.6% | 4,022 | $471K |
| NFSG Corp | 0.08% | Add +1550.0% | 3,993 | $468K |
| Richwood Investment Advisors, LLC | 0.38% | No change | 3,988 | $467K |
| Hixon Zuercher, LLC | 0.15% | Add +4.1% | 3,969 | $465K |
| Roman Butler Fullerton & Co. | 0.14% | Add +0.2% | 3,831 | $459K |
| D'Orazio & Associates, Inc. | 0.06% | Reduce -39.1% | 3,899 | $457K |
| Destination Wealth Management | 0.01% | No change | 3,896 | $457K |
| RFG Advisory, LLC | 0.01% | Reduce -20.2% | 3,883 | $455K |
| Quantinno Capital Management LP | 0.00% | Reduce -0.9% | 3,866 | $453K |
| Vicus Capital | 0.04% | Reduce -4.0% | 3,861 | $452K |
| Madison Wealth Partners, Inc | 0.10% | Add +0.1% | 3,819 | $447K |
| Hengehold Capital Management LLC | 0.04% | Add +0.0% | 3,803 | $446K |
| Zullo Investment Group, Inc. | 0.18% | No change | 3,750 | $439K |
| Equitable Trust Co. | 0.02% | No change | 3,738 | $438K |
| Founders Financial Securities LLC | 0.03% | Reduce -11.2% | 3,737 | $438K |
| Continuum Advisory, LLC | 0.05% | Reduce -39.3% | 3,726 | $437K |
| Gateway Wealth Partners, LLC | 0.08% | No change | 3,704 | $434K |
| Coppell Advisory Solutions LLC | 0.05% | Reduce -26.9% | 3,708 | $433K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -4.5% | 3,648 | $427K |
| Rik Saylor Financial, Inc. | 0.33% | Reduce -0.2% | 3,637 | $426K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -9.8% | 3,635 | $426K |
| Geneos Wealth Management Inc. | 0.01% | Add +4.9% | 3,624 | $425K |
| Naples Global Advisors, LLC | 0.04% | Reduce -1.9% | 3,617 | $424K |
| Mgo One Seven LLC | 0.01% | Reduce -32.6% | 3,610 | $423K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.8% | 3,602 | $422K |
| Firestone Capital Management | 0.10% | No change | 3,600 | $422K |
| Tyler-Stone Wealth Management | 0.07% | Add +20.2% | 3,590 | $421K |
| Lodestar Private Asset Management LLC | 0.05% | Add +30.9% | 3,579 | $419K |
| Concentrum Wealth Management | 0.13% | Add +14.7% | 3,541 | $415K |
| Capital Analysts, LLC | 0.01% | No change | 3,538 | $414K |
| Eley Financial Management, Inc | 0.16% | Reduce -3.8% | 3,512 | $412K |
| Greenline Partners, LLC | 0.06% | No change | 3,496 | $410K |
| Pursue Wealth Partners LLC | 0.23% | No change | 3,495 | $410K |
| Diversify Advisory Services, LLC | 0.02% | New | 3,390 | $408K |
| Trust Co | 0.05% | No change | 3,475 | $407K |
| Birchcreek Wealth Management, LLC | 0.23% | Reduce -1.6% | 3,473 | $407K |
| Cove Private Wealth, LLC | 0.14% | No change | 3,451 | $404K |
| Alpha Omega Wealth Management LLC | 0.07% | No change | 3,442 | $403K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -4.3% | 3,419 | $401K |
| Mission Wealth Management, LP | 0.01% | Add +0.5% | 3,400 | $398K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.4% | 3,381 | $396K |
| Perennial Investment Advisors, LLC | 0.04% | No change | 3,378 | $396K |
| TrueWealth Advisors, LLC | 0.12% | Add +27.6% | 3,372 | $395K |
| Live Oak Investment Partners | 0.30% | Add +6.3% | 3,355 | $393K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -1.0% | 3,339 | $391K |
| Tsfg, LLC | 0.07% | No change | 3,332 | $390K |
| Sageworth Trust Co | 0.02% | No change | 3,321 | $389K |
| Flagship Wealth Advisors, LLC | 0.15% | Add +0.4% | 3,313 | $388K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.2% | 3,309 | $388K |
| Evelyn Partners Asset Management Ltd | 0.10% | Reduce -50.0% | 3,304 | $387K |
| AQR Capital Management | 0.00% | Reduce -35.0% | 3,280 | $384K |
| Valley National Advisers Inc. | 0.06% | Add +9.9% | 3,271 | $382K |
| AlphaStar Capital Management, LLC | 0.03% | Add +12.9% | 3,254 | $381K |
| Shira Ridge Wealth Management | 0.17% | Reduce -9.2% | 3,236 | $379K |
| GDS Wealth Management | 0.03% | Reduce -8.9% | 3,222 | $378K |
| Cypress Wealth Services, LLC | 0.07% | Reduce -2.1% | 3,220 | $377K |
| Hanover Advisors Inc. | 0.15% | No change | 3,199 | $375K |
| NWF Advisory Services Inc. | 0.04% | Add +0.2% | 3,188 | $374K |
| Sterling Investment Advisors LLC | 0.19% | Add +176.6% | 6,541 | $373K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 3,182 | $373K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.9% | 3,164 | $371K |
| WBH Advisory Inc. | 0.03% | Add +0.2% | 3,158 | $370K |
| New England Private Wealth Advisors LLC | 0.05% | No change | 3,077 | $367K |
| Interchange Capital Partners, LLC | 0.08% | Reduce -17.9% | 3,125 | $366K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.5% | 3,119 | $365K |
| Vantage Financial Partners, LLC | 0.08% | Add +0.6% | 3,084 | $361K |
| Wealthstar Advisors, LLC | 0.14% | Reduce -55.7% | 3,070 | $360K |
| Cathy Pareto & Associates, Inc. | 0.30% | Add +1.2% | 3,049 | $357K |
| Client 1ST Advisory Group, LLC | 0.13% | Reduce -3.7% | 3,037 | $356K |
| Citizens National Bank Trust Department | 0.07% | No change | 3,025 | $354K |
| CFM Wealth Partners LLC | 0.06% | Add +2.1% | 3,014 | $353K |
| Family Capital Trust Co | 0.12% | No change | 3,000 | $352K |
| Barrett & Company, Inc. | 0.13% | Add +0.3% | 2,992 | $351K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 2,986 | $350K |
| Sfmg, LLC | 0.03% | Add +12.1% | 2,986 | $350K |
| Midwestern Financial, LLC | 0.33% | — | 2,962 | $347K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +0.2% | 2,921 | $342K |
| Gen-Wealth Partners Inc | 0.13% | No change | 2,904 | $340K |
| Means Investment Co., Inc. | 0.03% | Add +0.8% | 2,900 | $340K |
| Brighton Jones LLC | 0.01% | Reduce -5.3% | 2,889 | $338K |
| Fifth Third Bancorp | 0.00% | Add +5.9% | 2,854 | $334K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Reduce -45.3% | 2,845 | $333K |
| Compass Financial Services Inc | 0.16% | No change | 2,843 | $333K |
| South Plains Financial, Inc. | 0.23% | Add +10.2% | 2,805 | $329K |
| BCS Wealth Management | 0.07% | Reduce -4.3% | 2,799 | $328K |
| Patton Albertson Miller Group, LLC | 0.04% | Reduce -61.1% | 2,777 | $325K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.8% | 2,740 | $321K |
| Sigma Investment Counselors Inc. | 0.02% | Add +7.1% | 2,727 | $320K |
| Smith, Moore & Co. | 0.03% | Reduce -19.6% | 2,720 | $319K |
| HBW Advisory Services LLC | 0.04% | Add +0.0% | 2,701 | $316K |
| KMG Fiduciary Partners, LLC | 0.02% | Reduce -4.7% | 2,695 | $316K |
| GWN Securities Inc. | 0.06% | Reduce -46.0% | 2,667 | $314K |
| Atlatl Advisers LLC | 0.15% | No change | 2,678 | $314K |
| Consolidated Portfolio Review Corp | 0.04% | Add +7.5% | 2,662 | $312K |
| Fiduciary Trust Co | 0.00% | Reduce -51.1% | 2,634 | $309K |
| Fermata Advisors, LLC | 0.08% | No change | 2,631 | $308K |
| WealthBridge Capital Management, LLC | 0.08% | Add +0.2% | 2,622 | $307K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +26.0% | 2,620 | $307K |
| Zions Bancorporation, National Association | 0.02% | No change | 2,615 | $306K |
| Everpar Advisors LLC | 0.14% | Add +40.6% | 2,609 | $306K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -3.2% | 2,598 | $304K |
| Symphony Financial, Ltd. Co. | 0.04% | New | 2,539 | $302K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -3.1% | 2,555 | $299K |
| HRT Financial LP | 0.00% | Reduce -83.1% | 2,554 | $299K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -14.4% | 2,550 | $299K |
| Financial Insights, Inc. | 0.11% | No change | 2,527 | $296K |
| Strategic Blueprint, LLC | 0.01% | Add +14.2% | 2,522 | $296K |
| Aspiriant, LLC | 0.01% | No change | 2,517 | $295K |
| Note Advisors, LLC | 0.20% | Reduce -0.9% | 2,511 | $294K |
| Lowe Wealth Advisors, LLC | 0.11% | No change | 2,510 | $294K |
| Integrity Alliance, Llc. | 0.02% | Reduce -64.5% | 2,508 | $294K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -2.0% | 2,495 | $292K |
| Kintra Wealth, LLC | 0.18% | Add +4.8% | 2,487 | $291K |
| Smith Salley Wealth Management | 0.02% | No change | 2,476 | $290K |
| Glen Eagle Advisors, LLC | 0.04% | No change | 2,474 | $290K |
| McCarthy & Cox | 0.07% | No change | 2,431 | $285K |
| Essex Bank | 0.07% | No change | 2,427 | $284K |
| Visionary Wealth Advisors | 0.01% | Add +16.3% | 2,414 | $283K |
| Shepherd Financial Partners LLC | 0.03% | New | 2,408 | $282K |
| Huntleigh Advisors, Inc. | 0.05% | Add +2.3% | 2,395 | $281K |
| Perigon Wealth Management, LLC | 0.01% | Add +22.7% | 2,381 | $279K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 2,380 | $279K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -4.6% | 2,379 | $279K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -0.6% | 2,370 | $278K |
| Sound Income Strategies, LLC | 0.02% | Add +276.6% | 2,365 | $277K |
| Beacon Financial Group | 0.03% | Add +24.2% | 2,363 | $277K |
| Diversify Wealth Management, LLC | 0.02% | New | 2,291 | $276K |
| Verdence Capital Advisors LLC | 0.02% | Add +6.4% | 2,342 | $274K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -69.2% | 2,334 | $274K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | Reduce -51.1% | 2,332 | $273K |
| Trust Co. of Vermont | 0.01% | Add +22.9% | 2,314 | $271K |
| Verus Capital Partners, LLC | 0.02% | No change | 2,312 | $271K |
| Valued Retirements, Inc. | 0.30% | Add +0.2% | 2,294 | $269K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -18.3% | 2,293 | $268K |
| Cary Street Partners Financial LLC | 0.01% | New | 2,278 | $267K |
| Gradient Investments LLC | 0.00% | No change | 2,264 | $265K |
| Magnolia Capital Advisors LLC | 0.07% | Reduce -21.6% | 2,258 | $265K |
| Thrive Capital Management, LLC | 0.08% | New | 2,251 | $264K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.1% | 2,233 | $262K |
| Round Rock Advisors LLC | 0.04% | Reduce -0.0% | 2,227 | $261K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,204 | $258K |
| Chemistry Wealth Management LLC | 0.05% | Add +11.6% | 2,176 | $255K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -1.8% | 2,148 | $252K |
| Tyche Wealth Partners LLC | 0.05% | Add +5.2% | 2,146 | $251K |
| BTG Pactual Asset Management US LLC | 0.03% | Reduce -36.4% | 2,122 | $249K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +0.4% | 2,104 | $247K |
| Novem Group | 0.03% | Add +5.3% | 2,097 | $246K |
| Moors & Cabot, Inc. | 0.01% | No change | 2,089 | $245K |
| UMB Bank, n.a. | 0.00% | No change | 2,080 | $244K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | Add +6.9% | 2,077 | $243K |
| High Falls Advisors, Inc | 0.05% | Add +0.3% | 2,060 | $241K |
| Mather Group, Llc. | 0.00% | No change | 2,053 | $241K |
| Milestone Asset Management Group, LLC | 0.18% | Add +0.4% | 2,037 | $239K |
| Marshall Financial Group, LLC | 0.05% | Add +0.6% | 2,011 | $239K |
| Carnegie Investment Counsel | 0.00% | New | 2,034 | $238K |
| Jackson Hole Capital Partners, LLC | 0.04% | No change | 2,028 | $238K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 2,009 | $235K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 2,004 | $235K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 2,005 | $235K |
| Consilio Wealth Advisors, LLC | 0.08% | Reduce -12.4% | 2,011 | $235K |
| Pure Financial Advisors, LLC | 0.00% | New | 1,993 | $234K |
| Kitching Partners, LLC | 0.24% | Reduce -26.3% | 1,991 | $233K |
| Stonegate Investment Group, LLC | 0.01% | No change | 1,980 | $232K |
| Fiduciary Alliance LLC | 0.02% | New | 1,962 | $230K |
| Marino, Stram & Associates LLC | 0.05% | Reduce -2.1% | 1,946 | $228K |
| Calton & Associates, Inc. | 0.04% | Reduce -9.1% | 1,932 | $226K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.3% | 1,928 | $226K |
| Pines Wealth Management, LLC | 0.08% | New | 1,882 | $224K |
| GC Wealth Management RIA, LLC | 0.02% | No change | 1,907 | $223K |
| Beacon Financial Advisory LLC | 0.06% | Add +6.9% | 1,904 | $223K |
| Rydar Equities, Inc. | 0.17% | — | 1,869 | $219K |
| SageView Advisory Group, LLC | 0.01% | No change | 1,835 | $219K |
| Kelly Financial Group LLC | 0.06% | Reduce -35.9% | 1,862 | $218K |
| San Luis Wealth Advisors LLC | 0.05% | Add +0.8% | 1,864 | $218K |
| Clearstead Trust, LLC | 0.04% | Add +0.8% | 1,851 | $217K |
| Realta Investment Advisors | 0.09% | Reduce -8.4% | 1,845 | $216K |
| Indiana Trust & Investment Management Co | 0.07% | No change | 1,841 | $216K |
| Watts Gwilliam & Co., LLC | 0.04% | New | 1,755 | $214K |
| Strategies Wealth Advisors, LLC | 0.02% | No change | 1,819 | $213K |
| Plan A Wealth LLC | 0.12% | New | 1,808 | $212K |
| AdvisorNet Financial, Inc | 0.01% | Add +12.2% | 1,808 | $212K |
| Phoenix Wealth Advisors | 0.09% | Reduce -93.4% | 1,806 | $212K |
| Salvus Wealth Management, LLC | 0.12% | No change | 1,795 | $210K |
| Vision Capital Management, Inc. | 0.03% | New | 1,791 | $210K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Reduce -5.1% | 1,791 | $210K |
| Southeast Asset Advisors, LLC | 0.02% | No change | 1,790 | $210K |
| Cascade Financial Partners, LLC | 0.03% | No change | 1,780 | $209K |
| AIMZ Investment Advisors, LLC | 0.07% | Add +0.6% | 1,780 | $209K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 1,775 | $208K |
| International Assets Investment Management, LLC | 0.02% | Reduce -2.0% | 1,772 | $208K |
| Accel Wealth Management | 0.07% | Add +6.0% | 1,770 | $207K |
| Bison Wealth, LLC | 0.02% | New | 1,732 | $207K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 1,765 | $207K |
| Whittier Trust Co. | 0.00% | Add +0.5% | 1,762 | $206K |
| Covenant Asset Management, LLC | 0.04% | No change | 1,758 | $206K |
| Whalerock Point Partners, LLC | 0.05% | No change | 1,756 | $206K |
| PBMares Wealth Management LLC | 0.04% | Reduce -8.2% | 1,745 | $204K |
| Shared Vision Wealth Group LLC | 0.10% | New | 1,720 | $203K |
| Valued Wealth Advisors LLC | 0.11% | Reduce -1.0% | 1,725 | $202K |
| Baker Tilly Wealth Management, LLC | 0.07% | No change | 1,710 | $200K |
| Paladin Advisory Group, LLC | 0.15% | Add +44.8% | 1,654 | $194K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -1.3% | 1,599 | $187K |
| Bogart Wealth, LLC | 0.01% | Reduce -76.4% | 1,588 | $186K |
| AlphaCore Capital LLC | 0.01% | Add +56.0% | 1,537 | $180K |
| Centaurus Financial, Inc. | 0.01% | Add +1.7% | 1,496 | $175K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.7% | 1,478 | $173K |
| Moser Wealth Advisors, LLC | 0.08% | No change | 1,450 | $170K |
| Golden State Wealth Management, LLC | 0.02% | Add +1.2% | 1,412 | $166K |
| Colonial Trust Co / SC | 0.02% | Add +5.2% | 1,304 | $153K |
| Signature Resources Capital Management, LLC | 0.09% | No change | 1,253 | $147K |
| Manchester Capital Management LLC | 0.02% | No change | 1,166 | $137K |
| Nalls Sherbakoff Group, LLC | 0.10% | No change | 1,150 | $135K |
| Register Financial Advisors LLC | 0.06% | Reduce -1.2% | 1,120 | $131K |
| Horizon Investments, LLC | 0.00% | Reduce -31.0% | 1,076 | $126K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 1,000 | $119K |
| New Republic Capital, LLC | 0.04% | No change | 1,000 | $117K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.3% | 973 | $114K |
| Cheviot Value Management, LLC | 0.01% | No change | 929 | $112K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 948 | $111K |
| BNP Paribas Financial Markets | 0.00% | Reduce -90.3% | 947 | $111K |
| Larson Financial Group LLC | 0.00% | No change | 944 | $111K |
| Blue Trust, Inc. | 0.00% | Add +2580.0% | 938 | $110K |
| Grand Wealth Management, LLC | 0.06% | No change | 918 | $108K |
| CVA Family Office, LLC | 0.01% | No change | 885 | $104K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 880 | $103K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -45.6% | 835 | $98K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 820 | $96K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -2.5% | 740 | $88K |
| Atlantic Union Bankshares Corp | 0.00% | New | 750 | $88K |
| FSA Wealth Management LLC | 0.03% | Add +189.0% | 893 | $87K |
| LRI Investments, LLC | 0.01% | No change | 720 | $84K |
| Rothschild Investment LLC | 0.01% | No change | 710 | $83K |
| Nova Wealth Management, Inc. | 0.06% | Add +0.7% | 703 | $82K |
| North Star Investment Management Corp. | 0.01% | No change | 700 | $82K |
| Asset Dedication, LLC | 0.01% | Add +4533.3% | 695 | $81K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -3.5% | 680 | $80K |
| Salem Investment Counselors Inc. | 0.00% | No change | 665 | $78K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +0.3% | 663 | $78K |
| Hollencrest Capital Management | 0.00% | No change | 650 | $76K |
| Centricity Wealth Management, LLC | 0.06% | No change | 622 | $73K |
| Grove Bank & Trust | 0.01% | No change | 610 | $71K |
| Assetmark, Inc. | 0.00% | Reduce -3.8% | 606 | $71K |
| Glassman Wealth Services | 0.01% | Add +0.8% | 602 | $70K |
| Key Financial Inc | 0.01% | No change | 573 | $67K |
| Toth Financial Advisory Corp. | 0.01% | New | 566 | $66K |
| Eastern Bank | 0.00% | No change | 545 | $64K |
| Legacy Investment Solutions, LLC | 0.03% | — | 542 | $64K |
| Legacy Wealth Managment, LLC | 0.03% | No change | 542 | $64K |
| Tidemark, LLC | 0.02% | No change | 534 | $63K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 530 | $62K |
| Creative Financial Designs Inc. | 0.00% | Reduce -5.3% | 523 | $61K |
| Montag A & Associates Inc. | 0.00% | No change | 501 | $59K |
| Retirement Wealth Solutions LLC | 0.04% | Add +50000.0% | 501 | $59K |
| Choate Investment Advisors | 0.00% | New | 500 | $59K |
| Clear Investment Research, LLC | 0.07% | Reduce -6.4% | 497 | $58K |
| Fortitude Family Office, LLC | 0.02% | No change | 490 | $57K |
| Financial Connections Group, Inc. | 0.02% | No change | 495 | $57K |
| True Wealth Design, LLC | 0.02% | Reduce -15.7% | 482 | $56K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Add +0.8% | 478 | $56K |
| Stephens Consulting, LLC | 0.01% | No change | 474 | $56K |
| Tompkins Financial Corp. | 0.00% | No change | 450 | $53K |
| Harbor Asset Planning, Inc. | 0.05% | — | 435 | $51K |
| First Community Trust NA | 0.04% | No change | 435 | $51K |
| Gables Capital Management Inc. | 0.02% | No change | 415 | $49K |
| Westside Investment Management, Inc. | 0.01% | Reduce -3.1% | 406 | $48K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +0.8% | 404 | $47K |
| YANKCOM Partnership | 0.02% | No change | 400 | $47K |
| Chung Wu Investment Group, LLC | 0.05% | New | 400 | $47K |
| MGB Wealth Management, LLC | 0.02% | No change | 400 | $47K |
| Roxbury Financial LLC | 0.04% | Add +0.6% | 354 | $42K |
| Eq Wealth Advisors, LLC | 0.03% | No change | 328 | $38K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 326 | $38K |
| AllSquare Wealth Management LLC | 0.02% | No change | 323 | $38K |
| Banque Cantonale Vaudoise | 0.00% | No change | 320 | $37K |
| Colonial Trust Advisors | 0.00% | Add +19.0% | 313 | $37K |
| Avalon Trust Co | 0.00% | No change | 300 | $35K |
| Financial Management Professionals, Inc. | 0.00% | No change | 269 | $32K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.8% | 264 | $31K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -10.2% | 263 | $31K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 250 | $29K |
| Bellevue Asset Management, LLC | 0.01% | No change | 250 | $29K |
| City Holding Co. | 0.00% | No change | 225 | $26K |
| Mb, Levis & Associates, LLC | 0.01% | New | 223 | $26K |
| Rakuten Securities, Inc. | 0.01% | Add +101.9% | 216 | $25K |
| Community Bank, N.A. | 0.00% | No change | 210 | $25K |
| IAG Wealth Partners, LLC | 0.00% | New | 200 | $23K |
| Iron Horse Wealth Management, LLC | 0.01% | Add +1580.0% | 168 | $20K |
| Parkworth Wealth Management, Inc. | 0.01% | No change | 167 | $20K |
| Syntax Research, Inc. | 0.01% | No change | 165 | $19K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 165 | $19K |
| Hanson & Doremus Investment Management | 0.00% | New | 164 | $19K |
| Global Trust Asset Management, LLC | 0.01% | No change | 159 | $19K |
| Bear Mountain Capital, Inc. | 0.01% | Add +0.7% | 152 | $18K |
| GAMMA Investing LLC | 0.00% | Add +356.3% | 146 | $17K |
| Bangor Savings Bank | 0.00% | No change | 138 | $16K |
| CENTRAL TRUST Co | 0.00% | Reduce -55.4% | 133 | $16K |
| Clarity Asset Management, Inc. | 0.01% | No change | 129 | $15K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -83.5% | 128 | $15K |
| 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 | $13K |
| Johnson Financial Group, Inc. | 0.00% | No change | 112 | $13K |
| Towne Trust Company, N.A | 0.00% | No change | 109 | $13K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 92 | $11K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 89 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 83 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 80 | $9K |
| Citigroup Inc. | 0.00% | Reduce -97.0% | 80 | $9K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -74.0% | 77 | $9K |
| REAP Financial Group, LLC | 0.00% | No change | 75 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 67 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 64 | $7K |
| Transce3nd, LLC | 0.00% | Add +7.0% | 61 | $7K |
| Signaturefd, LLC | 0.00% | Reduce -68.7% | 61 | $7K |
| Roble, Belko & Company, Inc | 0.00% | No change | 60 | $7K |
| Versant Capital Management, Inc | 0.00% | No change | 58 | $7K |
| Aviso Financial Inc. | 0.00% | No change | 52 | $6K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 44 | $5K |
| Headlands Technologies LLC | 0.00% | Reduce -89.6% | 40 | $5K |
| Princeton Global Asset Management 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 |
| Avion Wealth | 0.00% | Reduce -47.5% | 32 | $3K |
| Providence Capital Advisors, LLC | 0.00% | New | 22 | $3K |
| Gould Capital, LLC | 0.00% | No change | 18 | $2K |
| Resources Management Corp. /CT/ | 0.00% | No change | 20 | $2K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | New | 17 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 16 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 14 | $2K |
| Keystone Global Partners, LLC | 0.00% | New | 11 | $1K |
| Hurley Capital, LLC | 0.00% | No change | 5 | $607 |
| Private Wealth Asset Management, LLC | 0.00% | New | 2 | $234 |
"% 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.