iShares Core High Dividend EHDVETF
13F holders, Q3 2025 (September 30)783holders +25
64new positions
36sold out
5famous investors
$122.42avg. 13F price*
At the end of Q3 2025, 783 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings, up 25 from Q2 2025. 64 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($544.5M), Morgan Stanley ($406.6M) and LPL Financial LLC ($345.3M). 5 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Core High Dividend E
- CUSIP
- 46429B663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $39.4M |
| Exits | 36 | $21.9M |
All 13F filers, Q2 2025 → Q3 2025: 2,008,167 shares bought and 1,208,617 shares sold, net +799,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 783 holders
| Bank of America Corp. | 0.04% | Reduce -1.2% | 4,446,872 | $544.5M |
| Morgan Stanley | 0.02% | Add +0.6% | 3,320,934 | $406.6M |
| LPL Financial LLC | 0.10% | Add +2.1% | 2,820,114 | $345.3M |
| UBS Group AG | 0.03% | Reduce -1.5% | 1,398,225 | $171.2M |
| Wells Fargo & Company | 0.03% | Add +7.0% | 1,372,418 | $168.1M |
| JPMorgan Chase & Co. | 0.01% | Add +6.2% | 1,278,250 | $156.5M |
| Royal Bank of Canada | 0.03% | Reduce -2.7% | 1,151,769 | $141.0M |
| Raymond James Financial Inc. | 0.04% | Reduce -1.4% | 906,078 | $110.9M |
| Janney Montgomery Scott LLC | 0.23% | Add +1.5% | 790,501 | $96.8M |
| Securian Asset Management, Inc. | 2.53% | Add +2.0% | 778,802 | $95.4M |
| Jones Financial Companies LLLP | 0.06% | Add +13.5% | 741,637 | $90.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -4.9% | 733,147 | $89.8M |
| Ameriprise Financial Inc. | 0.02% | Add +11.0% | 707,868 | $86.6M |
| M&T Bank Corp | 0.29% | Reduce -5.4% | 702,611 | $86.0M |
| BlackRock, Inc. | 0.00% | Add +2.4% | 679,683 | $83.2M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -22.0% | 653,287 | $80.0M |
| Truist Financial Corp. | 0.10% | Reduce -7.0% | 591,739 | $72.5M |
| Cetera Investment Advisers | 0.07% | Add +41.4% | 508,953 | $62.3M |
| FMR LLC | 0.00% | Reduce -3.5% | 507,555 | $62.2M |
| Mariner, LLC | 0.07% | Add +0.3% | 455,940 | $55.8M |
| LBMC Investment Advisors, LLC | 3.55% | Reduce -0.7% | 455,280 | $55.7M |
| Osaic Holdings, Inc. | 0.06% | Add +4.9% | 348,515 | $42.9M |
| MML Investors Services, LLC | 0.11% | Reduce -0.9% | 324,358 | $39.7M |
| Townsend & Associates, Inc | 3.50% | Reduce -15.0% | 302,295 | $36.9M |
| Steward Partners Investment Advisory, LLC | 0.21% | Add +1.8% | 292,238 | $35.8M |
| Alliancebernstein L.P. | 0.01% | Add +4.5% | 267,745 | $32.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +3.8% | 259,160 | $31.7M |
| SBI Securities Co., Ltd. | 0.76% | Reduce -0.1% | 242,755 | $29.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +0.1% | 236,899 | $29.0M |
| Regimen Wealth, LLC | 8.28% | Add +0.0% | 227,925 | $27.9M |
| DAVENPORT & Co LLC | 0.14% | Add +12.3% | 209,055 | $25.6M |
| Simmons Bank | 1.65% | Add +0.5% | 202,002 | $24.7M |
| BNP Paribas Financial Markets | 0.02% | Add +21062.7% | 200,411 | $24.5M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -2.5% | 195,289 | $23.9M |
| Cwm, LLC | 0.07% | Add +6.8% | 195,053 | $23.9M |
| Wharton Business Group, LLC | 1.02% | Reduce -2.6% | 190,163 | $23.3M |
| Stifel Financial Corp. | 0.02% | Add +4.1% | 179,277 | $22.0M |
| Creative Planning | 0.02% | Reduce -1.9% | 178,533 | $21.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +12.8% | 176,950 | $21.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +22.6% | 175,421 | $21.5M |
| Advisory Services Network, LLC | 0.31% | Add +23.7% | 175,123 | $21.4M |
| VAUGHAN & Co SECURITIES, INC. | 11.31% | Add +3.8% | 173,894 | $21.3M |
| Kestra Advisory Services, LLC | 0.10% | Add +0.0% | 173,131 | $21.2M |
| Waverly Advisors, LLC | 0.21% | Reduce -3.4% | 169,619 | $20.8M |
| Meiji Yasuda Life Insurance Co | 0.58% | No change | 166,097 | $20.3M |
| Comerica Bank | 0.08% | Add +3.1% | 164,945 | $20.2M |
| HB Wealth Management, LLC | 0.13% | Add +0.5% | 161,637 | $19.8M |
| Kohmann Bosshard Financial Services, LLC | 1.98% | Reduce -0.8% | 157,585 | $19.3M |
| Sweeney & Michel, LLC | 6.00% | Add +0.2% | 148,001 | $17.9M |
| IFP Advisors, Inc | 0.46% | Add +103.3% | 143,996 | $17.6M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +56.2% | 140,383 | $17.2M |
| Thrivent Financial for Lutherans | 0.03% | Add +1456.0% | 134,948 | $16.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -4.7% | 123,294 | $15.1M |
| Columbia River Financial Group, LLC | 8.75% | Add +2.5% | 118,394 | $14.2M |
| Private Advisor Group, LLC | 0.06% | Add +5.8% | 107,188 | $13.1M |
| Lantz Financial LLC | 2.86% | Add +2.8% | 105,492 | $12.9M |
| Kapstone Financial Advisors LLC | 5.81% | Add +1.0% | 100,730 | $12.3M |
| Atwater Malick LLC | 3.51% | Add +898.6% | 98,779 | $12.1M |
| Wealthspire Advisors, LLC | 0.06% | Add +5.3% | 97,295 | $11.9M |
| Global Strategic Investment Solutions, LLC | 1.16% | Add +0.5% | 94,696 | $11.6M |
| Captrust Financial Advisors | 0.02% | Reduce -1.4% | 90,613 | $11.1M |
| NTV Asset Management LLC | 1.20% | Add +0.1% | 90,133 | $11.0M |
| Glenmede Investment Management, LP | 0.05% | Add +3.9% | 89,055 | $10.9M |
| Atria Investments, Inc | 0.12% | Reduce -1.8% | 88,834 | $10.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -1.2% | 87,418 | $10.7M |
| FAS Wealth Partners, Inc. | 0.70% | Add +0.7% | 84,426 | $10.3M |
| Courier Capital LLC | 0.57% | Add +12.4% | 81,859 | $10.0M |
| Beaumont Financial Advisors, LLC | 0.65% | Reduce -1.3% | 78,819 | $9.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.50% | Reduce -10.4% | 76,504 | $9.4M |
| Financial Perspectives, Inc | 2.48% | Add +1.8% | 73,115 | $9.0M |
| Lido Advisors, LLC | 0.04% | Reduce -5.6% | 72,188 | $8.8M |
| Regions Financial Corp. | 0.06% | Reduce -0.1% | 69,763 | $8.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -6.5% | 68,899 | $8.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -36.3% | 67,604 | $8.3M |
| Smithfield Trust Co | 0.37% | Reduce -0.7% | 67,033 | $8.2M |
| Citizens Financial Group Inc. | 0.11% | Add +3.3% | 65,077 | $8.0M |
| Gunma Bank,Ltd. | 2.49% | No change | 65,000 | $8.0M |
| Advus Financial Partners, LLC | 1.87% | Reduce -3.2% | 63,762 | $7.8M |
| Base Wealth Management LLC | 4.40% | Reduce -14.1% | 62,999 | $7.7M |
| Global Retirement Partners, LLC | 0.16% | Add +17.2% | 59,698 | $7.3M |
| Franklin Resources Inc. | 0.00% | Add +1.4% | 58,250 | $7.1M |
| Advisor OS, LLC | 0.60% | Add +7.5% | 57,147 | $7.0M |
| Sigma Planning Corp | 0.20% | Add +4.0% | 56,979 | $7.0M |
| Cowa, LLC | 2.41% | Add +2.4% | 55,702 | $6.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.9% | 55,416 | $6.8M |
| Old National Bancorp | 0.11% | Add +8.2% | 54,620 | $6.7M |
| MJP Associates Inc. | 0.88% | Add +1.2% | 54,593 | $6.7M |
| Level Four Advisory Services, LLC | 0.23% | Reduce -1.5% | 54,279 | $6.6M |
| Maltin Wealth Management, Inc. | 2.71% | Add +5.0% | 53,398 | $6.5M |
| Gray Private Wealth, LLC | 3.10% | Add +1.8% | 50,123 | $6.1M |
| Bank of Montreal | 0.00% | Reduce -3.9% | 49,259 | $6.0M |
| Cerity Partners LLC | 0.01% | Add +39.4% | 48,444 | $5.9M |
| Sanctuary Advisors, LLC | 0.03% | Add +39.1% | 48,327 | $5.9M |
| Summit Wealth Partners, LLC | 1.06% | Reduce -1.4% | 48,010 | $5.9M |
| Foundry Financial Group, Inc. | 3.00% | Add +2.0% | 46,606 | $5.7M |
| Farther Finance Advisors, LLC | 0.09% | Add +118.3% | 46,090 | $5.6M |
| Sunbelt Securities, Inc. | 0.38% | Add +15.2% | 44,815 | $5.5M |
| Cibc World Market Inc. | 0.01% | Add +2.0% | 44,563 | $5.5M |
| Corient Private Wealth LP | 0.01% | Add +176.0% | 43,979 | $5.4M |
| Janney Capital Management LLC | 0.33% | Add +0.5% | 43,593 | $5.3M |
| Merit Financial Group, LLC | 0.05% | Reduce -3.1% | 43,025 | $5.3M |
| Principal Securities, Inc. | 0.09% | Add +2.4% | 42,829 | $5.2M |
| &partners | 0.03% | Add +7.3% | 42,038 | $5.1M |
| Chatham Capital Group, Inc. | 0.72% | Add +6.1% | 40,783 | $5.0M |
| Gallagher Fiduciary Advisors, LLC | 0.18% | Reduce -46.7% | 40,730 | $5.0M |
| Forefront Analytics, LLC | 4.70% | Reduce -5.0% | 39,889 | $4.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -7.3% | 39,847 | $4.9M |
| Equitable Holdings, Inc. | 0.04% | Add +9.7% | 39,706 | $4.9M |
| Farrow Financial, Inc. | 2.74% | Add +0.5% | 38,542 | $4.7M |
| Forefront Wealth Partners, LLC | 1.18% | New | 38,137 | $4.7M |
| Blair William & Co. | 0.01% | Add +0.3% | 37,625 | $4.6M |
| Brandywine Oak Private Wealth LLC | 0.40% | Reduce -0.5% | 37,464 | $4.6M |
| Capital Advisors, Ltd. LLC | 0.51% | Add +1.7% | 36,935 | $4.5M |
| Strategic Family Wealth Counselors, L.L.C. | 1.16% | Add +1.7% | 36,907 | $4.5M |
| Renaissance Technologies | 0.01% | New | 36,100 | $4.4M |
| Flagship Harbor Advisors, LLC | 0.19% | Reduce -25.8% | 35,438 | $4.3M |
| Embree Financial Group | 0.57% | Reduce -9.2% | 34,656 | $4.2M |
| Shulman DeMeo Asset Management LLC | 0.96% | Reduce -0.1% | 34,138 | $4.2M |
| Blake Schutter Theil Wealth Advisors, LLC | 4.12% | New | 34,004 | $4.2M |
| J2 Capital Management Inc | 3.04% | Add +0.5% | 33,035 | $4.0M |
| Cahill Financial Advisors Inc. | 0.46% | Add +0.0% | 32,825 | $4.0M |
| American Financial & Tax Strategies Inc. | 2.00% | Add +6.0% | 32,663 | $4.0M |
| Jefferies Financial Group Inc. | 0.04% | Add +0.9% | 32,447 | $4.0M |
| Burke & Herbert Bank & Trust Co. | 0.85% | Reduce -1.2% | 32,239 | $3.9M |
| Wolff Financial Management LLC | 0.91% | Reduce -0.4% | 32,063 | $3.9M |
| NewEdge Advisors, LLC | 0.02% | Add +5.3% | 32,030 | $3.9M |
| IHT Wealth Management, LLC | 0.10% | Reduce -4.6% | 31,847 | $3.9M |
| AtlasMark Financial, Inc | 2.57% | Add +5.2% | 31,411 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -8.0% | 30,793 | $3.8M |
| Independent Solutions Wealth Management, LLC | 0.67% | Add +2.9% | 30,665 | $3.8M |
| Smartleaf Asset Management LLC | 0.23% | Add +234.7% | 30,776 | $3.8M |
| Arkadios Wealth Advisors | 0.09% | Add +3.8% | 30,630 | $3.8M |
| Allworth Financial LP | 0.02% | Reduce -1.6% | 30,540 | $3.7M |
| Godsey & Gibb, Inc. | 0.33% | Add +5.1% | 30,226 | $3.7M |
| Connecticut Wealth Management, LLC | 0.16% | Reduce -0.3% | 29,780 | $3.6M |
| Keystone Financial Planning, Inc. | 1.05% | Reduce -1.8% | 29,604 | $3.6M |
| Gallagher Capital Advisors, LLC | 2.08% | Add +65.3% | 30,600 | $3.6M |
| Allen Investment Management, LLC | 0.04% | No change | 29,195 | $3.6M |
| STAR Financial Bank | 2.08% | Add +0.3% | 28,731 | $3.5M |
| Integrated Wealth Concepts LLC | 0.03% | Add +7.4% | 28,074 | $3.4M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.2% | 28,073 | $3.4M |
| IFG Advisory, LLC | 0.16% | Add +1.5% | 28,001 | $3.4M |
| Jackson Wealth Management, LLC | 0.34% | Add +4.8% | 27,944 | $3.4M |
| Valeo Financial Advisors, LLC | 0.08% | Add +1.9% | 27,465 | $3.4M |
| Baron Silver Stevens Financial Advisors, LLC | 0.49% | Reduce -0.8% | 27,331 | $3.3M |
| Kingsview Wealth Management, LLC | 0.05% | Add +6.0% | 27,229 | $3.3M |
| Natixis Advisors, LLC | 0.00% | Add +25.2% | 27,060 | $3.3M |
| Members Capital Advisors Inc. | 3.81% | New | 27,053 | $3.3M |
| KOM Wealth Management Group, LLC | 2.49% | Add +0.7% | 26,912 | $3.3M |
| Cora Capital Advisors LLC | 1.37% | Add +1.6% | 26,226 | $3.2M |
| Baird Financial Group, Inc. | 0.01% | Add +0.4% | 25,790 | $3.2M |
| Mayflower Financial Advisors, LLC | 0.39% | Add +0.1% | 25,217 | $3.1M |
| CRA Financial Services, LLC | 0.42% | Reduce -2.3% | 25,091 | $3.1M |
| Capital Advisors Wealth Management, LLC | 0.44% | Reduce -76.0% | 25,018 | $3.1M |
| Formidable Asset Management, LLC | 0.47% | Reduce -2.0% | 25,488 | $3.0M |
| National Bank of Canada | 0.00% | Add +1.0% | 24,249 | $3.0M |
| Nottingham Advisors, Inc. | 0.41% | Add +5.3% | 24,000 | $2.9M |
| Auto-Owners Insurance Co | 0.08% | No change | 23,800 | $2.9M |
| FC Advisory LLC | 0.85% | Reduce -1.0% | 23,797 | $2.9M |
| World Investment Advisors | 0.06% | Reduce -10.3% | 23,262 | $2.8M |
| Morton Brown Family Wealth, LLC | 0.82% | Reduce -1.1% | 23,207 | $2.8M |
| High Net Worth Advisory Group LLC | 0.68% | Add +0.3% | 23,152 | $2.8M |
| GSG Advisors LLC | 0.75% | Add +0.6% | 23,086 | $2.8M |
| American State Bank (Iowa) | 1.43% | Reduce -16.7% | 22,864 | $2.8M |
| Wealth Management Associates, Inc. | 0.99% | Add +5.2% | 22,825 | $2.8M |
| Sowa Financial Group, Inc. | 1.56% | Reduce -0.8% | 22,663 | $2.8M |
| Kensington Asset Management, LLC | 0.17% | New | 22,500 | $2.8M |
| Bessemer Group Inc. | 0.00% | Add +68.0% | 22,390 | $2.7M |
| Scotia Capital Inc. | 0.01% | Reduce -2.6% | 21,353 | $2.6M |
| Norden Group LLC | 0.26% | Add +1.4% | 21,267 | $2.6M |
| Frisch Financial Group, Inc. | 0.60% | Add +0.9% | 21,032 | $2.6M |
| Goldstone Financial Group, LLC | 0.30% | Add +2.5% | 20,857 | $2.6M |
| Focus Partners Wealth | 0.00% | Reduce -2.0% | 20,757 | $2.5M |
| Klingman & Associates, LLC | 0.13% | Add +0.0% | 20,674 | $2.5M |
| WCG Wealth Advisors LLC | 0.16% | Reduce -2.8% | 20,634 | $2.5M |
| Ridgecrest Wealth Partners, LLC | 1.12% | Add +1.2% | 20,278 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -49.5% | 20,160 | $2.5M |
| Bernardo Wealth Planning LLC | 0.48% | Reduce -0.1% | 20,095 | $2.5M |
| Diversify Advisory Services, LLC | 0.08% | Add +509.3% | 20,655 | $2.4M |
| Ironwood Financial, llc | 0.42% | Add +13.3% | 19,485 | $2.4M |
| Stephens Inc. | 0.03% | Reduce -4.1% | 19,358 | $2.4M |
| Ellis Investment Partners, LLC | 0.43% | Reduce -0.4% | 19,354 | $2.4M |
| Sagespring Wealth Partners, LLC | 0.05% | Add +0.6% | 19,296 | $2.4M |
| AMG National Trust Bank | 0.06% | Add +3.9% | 19,216 | $2.4M |
| Sowell Financial Services LLC | 0.09% | Add +0.6% | 19,148 | $2.3M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Reduce -1.2% | 19,078 | $2.3M |
| Atlas Private Wealth Advisors | 0.57% | Reduce -47.4% | 18,988 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -1.1% | 18,925 | $2.3M |
| Regatta Capital Group, LLC | 0.36% | Add +42.7% | 18,789 | $2.3M |
| Aventus Investment Advisors, Inc. | 1.95% | Reduce -2.1% | 18,718 | $2.3M |
| TruNorth Capital Management, LLC | 0.45% | No change | 18,487 | $2.3M |
| Investment Research Partners LLC | 1.02% | — | 18,882 | $2.3M |
| Investment Advisory Group, LLC | 0.61% | Add +0.0% | 18,208 | $2.2M |
| Csenge Advisory Group | 0.11% | Add +5.3% | 18,094 | $2.2M |
| Transcend Capital Advisors, LLC | 0.16% | No change | 18,061 | $2.2M |
| Harbour Investments, Inc. | 0.05% | Reduce -2.0% | 18,016 | $2.2M |
| Cooper Financial Group | 0.24% | Reduce -13.5% | 17,911 | $2.2M |
| Fiduciary Group, LLC | 0.19% | No change | 17,700 | $2.2M |
| Liberty Square Wealth Partners LLC | 0.67% | Reduce -2.6% | 17,674 | $2.2M |
| Houlihan Financial Resource Group, Ltd. | 1.90% | Reduce -53.7% | 17,643 | $2.2M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Reduce -3.5% | 17,412 | $2.1M |
| HFG Advisors, Inc. | 1.57% | Add +1.1% | 17,391 | $2.1M |
| LOM Asset Management Ltd | 0.64% | Add +0.9% | 17,259 | $2.1M |
| Crews Bank & Trust | 0.31% | Reduce -2.1% | 17,162 | $2.1M |
| Rehmann Capital Advisory Group | 0.11% | Add +11.4% | 17,395 | $2.1M |
| Moloney Securities Asset Management, LLC | 0.25% | Add +3.1% | 16,795 | $2.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -0.5% | 16,769 | $2.1M |
| Capital Squared Financial LLC | 1.78% | Add +51.5% | 16,747 | $2.1M |
| Calamos Wealth Management LLC | 0.07% | Add +121.3% | 16,719 | $2.0M |
| Choreo, LLC | 0.03% | Add +0.0% | 16,676 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.8% | 16,673 | $2.0M |
| Western Wealth Management, LLC | 0.11% | Reduce -1.8% | 16,651 | $2.0M |
| Rakuten Investment Management, Inc. | 0.01% | — | 16,628 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +277.6% | 16,494 | $2.0M |
| Apex Wealth Management, LLC | 1.44% | Add +0.8% | 16,463 | $2.0M |
| Valmark Advisers, Inc. | 0.03% | Add +85.8% | 16,388 | $2.0M |
| StoneX Group Inc. | 0.09% | Reduce -61.3% | 16,350 | $2.0M |
| Onyx Bridge Wealth Group LLC | 0.22% | Reduce -0.1% | 16,294 | $2.0M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -15.6% | 16,390 | $2.0M |
| Woodstock Corp. | 0.17% | No change | 16,180 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Add +2.5% | 15,957 | $2.0M |
| Ashton Thomas Securities, LLC | 0.27% | New | 15,850 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.02% | New | 15,848 | $1.9M |
| Raelipskie Partnership | 0.83% | Add +1.2% | 15,745 | $1.9M |
| Concord Wealth Partners | 0.26% | Reduce -4.8% | 15,286 | $1.9M |
| Harbor Investment Advisory, LLC | 0.15% | Reduce -0.2% | 15,127 | $1.9M |
| Synovus Financial Corp. | 0.02% | Add +15.0% | 15,021 | $1.8M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Add +0.6% | 14,908 | $1.8M |
| Regal Investment Advisors LLC | 0.12% | Reduce -0.4% | 14,876 | $1.8M |
| Federated Hermes, Inc. | 0.00% | Add +2.0% | 14,858 | $1.8M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -9.6% | 14,764 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.2% | 14,400 | $1.8M |
| Aft, Forsyth & Company, Inc. | 0.84% | Add +0.3% | 14,376 | $1.8M |
| Mutual Advisors, LLC | 0.04% | Reduce -12.3% | 14,384 | $1.8M |
| ProVise Management Group, LLC | 0.13% | Add +1.0% | 14,332 | $1.8M |
| Coldstream Capital Management Inc. | 0.02% | Add +291.2% | 14,271 | $1.7M |
| Madden Advisory Services, Inc. | 0.72% | Reduce -4.9% | 13,939 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.05% | Reduce -2.2% | 13,835 | $1.7M |
| Jackson, Grant Investment Advisers, Inc. | 0.56% | Add +0.8% | 13,721 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -5.0% | 13,679 | $1.7M |
| NCM Capital Management, LLC | 0.64% | Add +0.0% | 13,406 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.11% | No change | 13,259 | $1.6M |
| RDA Financial Network | 0.40% | Add +0.2% | 13,243 | $1.6M |
| Fifth Third Securities, Inc. | 0.11% | Reduce -4.5% | 13,212 | $1.6M |
| MCF Advisors LLC | 0.10% | Add +0.7% | 13,205 | $1.6M |
| Atlas Legacy Advisors, LLC | 0.31% | Add +1.6% | 13,136 | $1.6M |
| SOA Wealth Advisors, LLC. | 0.26% | Reduce -0.6% | 13,108 | $1.6M |
| Collective Family Office LLC | 0.38% | Reduce -1.7% | 12,969 | $1.6M |
| Intrepid Financial Planning Group LLC | 0.60% | Reduce -0.1% | 12,941 | $1.6M |
| Argent Trust Co | 0.06% | Reduce -1.5% | 12,833 | $1.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | No change | 12,581 | $1.5M |
| Court Place Advisors, LLC | 0.46% | Add +0.0% | 12,514 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | Add +20.5% | 12,436 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Add +5.6% | 12,399 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.18% | Add +0.6% | 12,290 | $1.5M |
| Cornerstone Advisors Asset Management, LLC | 0.26% | Reduce -0.9% | 12,092 | $1.5M |
| Wellspring Financial Advisors, LLC | 0.14% | Add +0.8% | 11,996 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -1.7% | 11,943 | $1.5M |
| 180 Wealth Advisors, LLC | 0.17% | Reduce -2.3% | 11,713 | $1.4M |
| Biondo Investment Advisors, LLC | 0.18% | Reduce -0.5% | 11,699 | $1.4M |
| Howe & Rusling Inc. | 0.10% | Reduce -12.9% | 11,676 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Reduce -0.0% | 11,662 | $1.4M |
| PFG Investments, LLC | 0.07% | Reduce -0.4% | 11,638 | $1.4M |
| PFG Advisors | 0.06% | Reduce -84.7% | 11,572 | $1.4M |
| ICONIQ Capital, LLC | 0.02% | No change | 11,565 | $1.4M |
| First National Corp. /Ma/ | 0.27% | Reduce -10.4% | 11,486 | $1.4M |
| CoreCap Advisors, LLC | 0.05% | Add +1.8% | 11,476 | $1.4M |
| Provenance Wealth Advisors, LLC | 0.18% | Reduce -14.4% | 11,191 | $1.4M |
| Ancora Advisors LLC | 0.03% | Reduce -13.0% | 11,053 | $1.4M |
| Krilogy Financial LLC | 0.05% | Add +0.2% | 11,296 | $1.3M |
| Beacon Bank & Trust | 0.28% | Reduce -3.5% | 10,704 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -6.9% | 10,619 | $1.3M |
| 1900 Wealth Management LLC | 0.09% | Reduce -0.4% | 10,561 | $1.3M |
| Quadcap Wealth Management, LLC | 0.15% | Add +0.3% | 10,546 | $1.3M |
| Clifford Swan Investment Counsel LLC | 0.04% | No change | 10,523 | $1.3M |
| Anchor Investment Management, LLC | 0.11% | Add +1.4% | 10,521 | $1.3M |
| MV Capital Management, Inc. | 0.12% | Reduce -0.1% | 10,511 | $1.3M |
| Decker Retirement Planning Inc. | 0.71% | Reduce -6.3% | 10,485 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.5% | 10,410 | $1.3M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 10,276 | $1.3M |
| Genesis Private Wealth, LLC | 0.53% | Add +26.8% | 10,270 | $1.3M |
| Pettyjohn, Wood & White, Inc. | 0.21% | Reduce -0.1% | 10,261 | $1.3M |
| Litman Gregory Wealth Management LLC | 0.09% | No change | 10,177 | $1.2M |
| Avestar Capital, LLC | 0.09% | No change | 10,000 | $1.2M |
| Kovack Advisors, Inc. | 0.11% | Reduce -9.7% | 9,920 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.19% | Reduce -6.3% | 9,899 | $1.2M |
| Collaborative Wealth Managment Inc. | 0.49% | Add +0.7% | 9,795 | $1.2M |
| Weaver Consulting Group | 0.30% | Reduce -1.4% | 9,771 | $1.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.36% | Reduce -0.3% | 9,743 | $1.2M |
| NBT Bank, N.A. | 0.08% | Reduce -12.0% | 8,513 | $1.2M |
| Operose Advisors LLC | 0.29% | Add +4.4% | 9,624 | $1.2M |
| Prosperity Consulting Group, LLC | 0.06% | Add +0.4% | 9,514 | $1.2M |
| Talisman Wealth Advisors LLC | 0.96% | Add +0.1% | 9,510 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 9,499 | $1.2M |
| VestGen Advisors, LLC | 0.04% | Add +8.8% | 9,458 | $1.2M |
| Lanark Financial, Inc. | 0.09% | Reduce -22.4% | 9,314 | $1.1M |
| Archer Investment Corp | 0.26% | Reduce -1.8% | 9,219 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -4.2% | 9,207 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -25.1% | 9,178 | $1.1M |
| White Pine Capital LLC | 0.32% | Reduce -2.5% | 9,168 | $1.1M |
| Parsons Capital Management Inc. | 0.06% | No change | 9,110 | $1.1M |
| Patten Group, Inc. | 0.22% | Reduce -1.9% | 9,099 | $1.1M |
| Straight Path Wealth Management | 0.31% | Add +0.8% | 9,019 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 8,967 | $1.1M |
| JB Capital LLC | 0.05% | Add +2.8% | 8,878 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.1% | 8,842 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -0.7% | 8,831 | $1.1M |
| Claro Advisors Inc. | 0.16% | Add +9.1% | 8,822 | $1.1M |
| Curi Capital, LLC | 0.02% | Add +10.1% | 8,803 | $1.1M |
| Teamwork Financial Advisors, LLC | 0.12% | Reduce -10.3% | 8,629 | $1.1M |
| Invested Advisors | 1.53% | — | 9,389 | $1.1M |
| CFS Investment Advisory Services, LLC | 0.08% | Reduce -3.8% | 8,603 | $1.0M |
| Cobblestone Capital Advisors LLC | 0.05% | No change | 8,530 | $1.0M |
| First Heartland Consultants, Inc. | 0.08% | Reduce -0.5% | 8,414 | $1.0M |
| Armstrong Advisory Group, Inc. | 0.07% | Add +0.3% | 8,355 | $1.0M |
| Park Avenue Securities LLC | 0.01% | New | 8,262 | $1.0M |
| Lakeshore Capital Group, Inc. | 0.82% | Reduce -68.0% | 8,258 | $1.0M |
| Noble Family Wealth, LLC | 0.22% | Add +62.9% | 8,125 | $995K |
| Hohimer Wealth Management, LLC | 0.14% | Reduce -0.3% | 8,118 | $994K |
| Sage Financial Group Inc. | 0.07% | No change | 8,021 | $982K |
| HRT Financial LP | 0.00% | Add +210.6% | 7,932 | $971K |
| Caldwell Trust Co | 0.09% | No change | 7,889 | $966K |
| Quantum Portfolio Management LLC | 0.29% | New | 7,860 | $962K |
| Sunesis Advisors, LLC | 0.45% | — | 7,859 | $962K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -2.5% | 7,856 | $962K |
| Romano Brothers and Company | 0.11% | Reduce -9.3% | 7,790 | $954K |
| ADG Wealth Management Group, LLC | 0.74% | Reduce -1.3% | 7,655 | $937K |
| Element Wealth, LLC | 0.41% | Add +9.8% | 7,612 | $932K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Add +0.6% | 7,601 | $931K |
| Patten & Patten Inc. | 0.05% | Reduce -3.1% | 7,459 | $913K |
| SouthState Bank Corp | 0.04% | Add +30.8% | 7,454 | $913K |
| Bogart Wealth, LLC | 0.04% | Add +362.3% | 7,341 | $899K |
| Forefront Wealth Management Inc. | 0.66% | Add +1.4% | 7,304 | $894K |
| Northwest Bancshares, Inc. | 0.15% | Reduce -3.1% | 7,295 | $893K |
| Soltis Investment Advisors LLC | 0.06% | Reduce -8.1% | 7,261 | $889K |
| Tacita Capital Inc | 0.54% | No change | 7,255 | $888K |
| Albion Financial Group | 0.05% | Add +4.2% | 7,247 | $887K |
| Tudor Investment Corporation | 0.01% | New | 7,238 | $886K |
| Cresta Advisors, Ltd. | 0.39% | Reduce -21.2% | 7,214 | $883K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.1% | 7,176 | $879K |
| Van Hulzen Asset Management, LLC | 0.06% | Reduce -9.2% | 7,084 | $867K |
| JSF Financial, LLC | 0.19% | Add +0.8% | 7,019 | $859K |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | New | 7,013 | $859K |
| Apollon Financial, LLC | 0.14% | Reduce -5.6% | 6,860 | $840K |
| LongView Wealth Management | 0.22% | Add +13.4% | 6,771 | $829K |
| Private Trust Co. NA | 0.07% | Reduce -0.7% | 6,712 | $822K |
| Mosaic Family Wealth Partners, LLC | 0.10% | Add +0.1% | 6,719 | $819K |
| Amplius Wealth Advisors, LLC | 0.07% | Reduce -1.4% | 6,674 | $817K |
| KFA Private Wealth Group, LLC | 0.23% | Reduce -0.9% | 6,620 | $811K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -37.8% | 6,619 | $810K |
| Ieq Capital, LLC | 0.00% | Add +24.9% | 6,618 | $810K |
| Investment Partners, LTD. | 0.29% | Add +0.2% | 6,614 | $810K |
| Wedbush Securities Inc. | 0.03% | Add +0.1% | 6,572 | $805K |
| WealthShield Partners, LLC | 0.09% | No change | 6,467 | $792K |
| Evoke Wealth, LLC | 0.02% | New | 6,430 | $787K |
| Philadelphia Trust Co. | 0.06% | No change | 6,417 | $786K |
| Live Oak Investment Partners | 0.52% | Add +89.4% | 6,354 | $778K |
| Jacobi Capital Management LLC | 0.05% | Add +3.3% | 6,292 | $770K |
| Leavell Investment Management, Inc. | 0.03% | No change | 6,271 | $768K |
| Deutsche Bank AG | 0.00% | Add +0.8% | 6,234 | $763K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.0% | 6,207 | $760K |
| Integrated Advisors Network LLC | 0.03% | Reduce -1.2% | 6,158 | $754K |
| GTS Securities LLC | 0.03% | New | 6,154 | $754K |
| Aspiriant, LLC | 0.02% | Add +143.9% | 6,139 | $752K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -0.1% | 6,109 | $748K |
| American Wealth Advisors, LLC | 0.74% | — | 6,101 | $747K |
| Inspirion Wealth Advisors, LLC | 0.10% | Add +8.6% | 6,347 | $747K |
| Bank of New York Mellon Corp | 0.00% | No change | 6,069 | $743K |
| Midwest Trust Co | 0.01% | No change | 6,057 | $742K |
| Jane Street Group, LLC | 0.00% | New | 6,003 | $735K |
| Clearstead Advisors, LLC | 0.01% | Add +3.1% | 5,985 | $733K |
| Black Diamond Financial, LLC | 0.08% | No change | 5,865 | $718K |
| First Manhattan Co. Llc. | 0.00% | Reduce -2.1% | 5,843 | $715K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.4% | 5,761 | $705K |
| Money Concepts Capital Corp. | 0.04% | Reduce -2.5% | 5,724 | $701K |
| Dudley Capital Management, LLC | 0.31% | Reduce -3.0% | 5,661 | $693K |
| Investment Partners Asset Management, Inc. | 0.45% | Reduce -0.1% | 5,631 | $690K |
| Chapin Davis, Inc. | 0.16% | No change | 5,486 | $672K |
| Woodmont Investment Counsel LLC | 0.04% | Reduce -0.9% | 5,474 | $670K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -1.7% | 5,446 | $667K |
| Human Investing LLC | 0.10% | Add +0.9% | 5,439 | $666K |
| Oppenheimer & Co. Inc. | 0.01% | Add +23.1% | 5,434 | $665K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +5.1% | 5,431 | $665K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +31.8% | 5,390 | $660K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.1% | 5,359 | $656K |
| Helium Advisors LLC | 0.55% | Add +0.5% | 5,343 | $654K |
| Arete Wealth Advisors, LLC | 0.04% | Add +0.0% | 5,322 | $652K |
| Pps&v Asset Management Consultants, Inc. | 0.38% | No change | 5,319 | $651K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +9.9% | 5,313 | $651K |
| Lazard Asset Management LLC | 0.00% | No change | 5,300 | $649K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +4.6% | 5,273 | $646K |
| Two Sigma Securities, LLC | 0.09% | Reduce -47.5% | 5,141 | $630K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -0.4% | 5,117 | $627K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.2% | 5,112 | $626K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,990 | $611K |
| Savant Capital, LLC | 0.00% | Add +3.5% | 4,959 | $607K |
| Independent Financial Group, LLC | 0.01% | Add +6.3% | 4,944 | $605K |
| Destination Wealth Management | 0.02% | Add +25.2% | 4,878 | $597K |
| NorthRock Partners, LLC | 0.01% | Add +4.8% | 4,862 | $595K |
| Tectonic Advisors LLC | 0.03% | Reduce -2.1% | 4,839 | $593K |
| David J Yvars Group | 0.32% | Reduce -1.9% | 4,812 | $589K |
| Flow Traders U.S. LLC | 0.02% | New | 4,735 | $580K |
| Capital Analysts, LLC | 0.02% | Add +33.5% | 4,723 | $578K |
| Flputnam Investment Management Co. | 0.01% | Add +13.2% | 4,694 | $575K |
| Bank of Nova Scotia | 0.00% | No change | 4,690 | $574K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 4,667 | $571K |
| Coppell Advisory Solutions LLC | 0.06% | Add +26.1% | 4,677 | $570K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -12.3% | 4,652 | $570K |
| Obsidian Cio, LLC | 0.07% | Reduce -0.2% | 4,626 | $567K |
| Trust Point Inc. | 0.05% | Reduce -0.7% | 4,622 | $566K |
| Baring Financial LLC | 0.39% | Reduce -12.0% | 4,619 | $566K |
| Flagstar Securities, Inc. | 0.17% | Reduce -12.4% | 4,600 | $563K |
| Vicus Capital | 0.04% | Add +18.9% | 4,591 | $562K |
| PMG Wealth Management, Inc. | 0.42% | No change | 4,550 | $557K |
| Creekmur Asset Management LLC | 0.09% | Add +0.7% | 4,534 | $555K |
| Northern Trust Corp. | 0.00% | Reduce -8.3% | 4,505 | $552K |
| Penobscot Investment Management Company, Inc. | 0.04% | No change | 4,500 | $551K |
| Independent Wealth Network Inc. | 0.18% | Add +5.1% | 4,492 | $550K |
| GWN Securities Inc. | 0.13% | Add +67.2% | 4,458 | $549K |
| CGN Advisors LLC | 0.05% | Reduce -5.0% | 4,478 | $548K |
| Spire Wealth Management | 0.02% | No change | 4,463 | $546K |
| Summit Wealth Group LLC / Co. | 0.06% | New | 2,022 | $543K |
| Mission Creek Capital Partners, Inc. | 0.11% | Reduce -1.6% | 4,410 | $540K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +27.9% | 4,373 | $535K |
| RFG Advisory, LLC | 0.01% | Add +8.9% | 4,229 | $518K |
| Olde Wealth Management, LLC | 0.16% | — | 4,322 | $517K |
| Brooks, Moore & Associates, Inc. | 0.26% | No change | 4,194 | $514K |
| Quantinno Capital Management LP | 0.00% | Add +8.0% | 4,174 | $511K |
| Silverlake Wealth Management LLC | 0.13% | Add +0.3% | 4,173 | $511K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -15.3% | 4,170 | $511K |
| Eagle Strategies LLC | 0.07% | Reduce -0.1% | 4,152 | $508K |
| NFSG Corp | 0.08% | Add +4.0% | 4,151 | $508K |
| Pacific Sun Financial Corp | 0.25% | Reduce -0.7% | 4,149 | $508K |
| Compound Planning, Inc. | 0.02% | Reduce -6.4% | 4,134 | $506K |
| Trust Co | 0.05% | Add +18.9% | 4,130 | $506K |
| Tiaa Trust, National Association | 0.00% | Add +31.2% | 4,093 | $501K |
| Coastal Bridge Advisors, LLC | 0.04% | Add +0.1% | 4,080 | $500K |
| Fort Sheridan Advisors LLC | 0.07% | Add +0.4% | 4,078 | $499K |
| HCR Wealth Advisors | 0.05% | No change | 4,080 | $497K |
| Summit Wealth & Retirement Planning, Inc. | 0.12% | Add +0.4% | 4,040 | $495K |
| Meridian Management Co. | 0.13% | No change | 4,000 | $490K |
| Hixon Zuercher, LLC | 0.15% | Add +0.6% | 3,993 | $489K |
| Lodestar Private Asset Management LLC | 0.05% | Add +11.4% | 3,987 | $488K |
| Richwood Investment Advisors, LLC | 0.38% | Reduce -0.9% | 3,953 | $484K |
| Pension & Wealth Management Advisors, Inc. | 0.15% | Reduce -13.5% | 3,918 | $480K |
| GC Wealth Management RIA, LLC | 0.02% | Add +105.1% | 3,911 | $479K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -41.0% | 3,891 | $477K |
| Madison Wealth Partners, Inc | 0.09% | Add +0.2% | 3,827 | $469K |
| 1 North Wealth Services LLC | 0.19% | Reduce -13.0% | 3,818 | $468K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +4.9% | 3,812 | $467K |
| Hengehold Capital Management LLC | 0.04% | Add +0.2% | 3,812 | $467K |
| Steinberganna Wealth Management | 0.22% | — | 3,803 | $466K |
| Tennessee Valley Asset Management Partners | 0.06% | New | 3,761 | $461K |
| Roman Butler Fullerton & Co. | 0.12% | Add +0.2% | 3,837 | $459K |
| Zullo Investment Group, Inc. | 0.17% | No change | 3,750 | $459K |
| Equitable Trust Co. | 0.02% | No change | 3,738 | $458K |
| Shepherd Financial Partners LLC | 0.04% | Add +53.6% | 3,700 | $453K |
| Mgo One Seven LLC | 0.01% | Add +2.2% | 3,689 | $452K |
| NewEdge Wealth, LLC | 0.01% | New | 3,797 | $449K |
| Everpar Advisors LLC | 0.18% | Add +39.8% | 3,646 | $446K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -1.6% | 3,646 | $446K |
| Rik Saylor Financial, Inc. | 0.32% | Reduce -0.4% | 3,622 | $444K |
| Naples Global Advisors, LLC | 0.03% | No change | 3,617 | $443K |
| Bluespring Wealth Management, LLC | 0.04% | Reduce -12.4% | 3,615 | $443K |
| Becker Capital Management Inc. | 0.01% | New | 3,611 | $442K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.4% | 3,611 | $442K |
| Firestone Capital Management | 0.10% | No change | 3,600 | $441K |
| Integrity Alliance, Llc. | 0.02% | Add +43.2% | 3,592 | $440K |
| Birchcreek Wealth Management, LLC | 0.23% | Add +3.4% | 3,591 | $440K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.8% | 3,575 | $438K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -25.8% | 3,553 | $435K |
| Eley Financial Management, Inc | 0.16% | Add +0.9% | 3,543 | $434K |
| Capital Investment Advisors, LLC | 0.01% | Add +6.4% | 3,522 | $431K |
| Greenline Partners, LLC | 0.05% | No change | 3,496 | $428K |
| Pursue Wealth Partners LLC | 0.24% | No change | 3,495 | $428K |
| Cove Private Wealth, LLC | 0.14% | No change | 3,451 | $423K |
| Mission Wealth Management, LP | 0.01% | Add +1.2% | 3,442 | $421K |
| Continuum Advisory, LLC | 0.04% | Reduce -8.2% | 3,419 | $419K |
| Founders Financial Securities LLC | 0.03% | Reduce -8.6% | 3,417 | $418K |
| AQR Capital Management | 0.00% | Add +3.0% | 3,380 | $414K |
| Shum Financial Group, Inc. | 0.31% | — | 3,378 | $414K |
| Perennial Investment Advisors, LLC | 0.03% | No change | 3,378 | $414K |
| TrueWealth Advisors, LLC | 0.11% | No change | 3,372 | $413K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.5% | 3,354 | $411K |
| Bravias Capital Group, LLC | 0.27% | New | 3,348 | $410K |
| Flagship Wealth Advisors, LLC | 0.13% | Add +0.4% | 3,325 | $407K |
| Sageworth Trust Co | 0.02% | No change | 3,321 | $407K |
| Evelyn Partners Asset Management Ltd | 0.09% | No change | 3,304 | $405K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -18.1% | 3,294 | $403K |
| Alpha Omega Wealth Management LLC | 0.07% | Reduce -4.7% | 3,280 | $402K |
| Valley National Advisers Inc. | 0.06% | Add +0.4% | 3,283 | $401K |
| Tsfg, LLC | 0.06% | Reduce -1.9% | 3,270 | $400K |
| AlphaStar Capital Management, LLC | 0.03% | No change | 3,254 | $398K |
| Cypress Wealth Services, LLC | 0.06% | Add +0.1% | 3,222 | $395K |
| Interchange Capital Partners, LLC | 0.08% | Add +2.6% | 3,206 | $393K |
| Hanover Advisors Inc. | 0.15% | No change | 3,199 | $392K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 3,182 | $390K |
| WBH Advisory Inc. | 0.03% | Add +0.2% | 3,165 | $388K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +57.4% | 3,154 | $386K |
| Dunhill Financial, LLC | 0.13% | Reduce -45.3% | 3,143 | $385K |
| Concentrum Wealth Management | 0.11% | Reduce -12.1% | 3,111 | $381K |
| New England Private Wealth Advisors LLC | 0.05% | No change | 3,077 | $377K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -0.4% | 3,071 | $376K |
| Wealthstar Advisors, LLC | 0.15% | No change | 3,070 | $376K |
| Cathy Pareto & Associates, Inc. | 0.28% | Add +0.6% | 3,067 | $376K |
| Citizens National Bank Trust Department | 0.07% | No change | 3,025 | $370K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -4.4% | 3,025 | $370K |
| CFM Wealth Partners LLC | 0.05% | No change | 3,014 | $369K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 3,012 | $369K |
| Diversified Trust Co. | 0.01% | New | 3,011 | $369K |
| Sfmg, LLC | 0.03% | Add +0.6% | 3,004 | $368K |
| Barrett & Company, Inc. | 0.13% | Add +0.3% | 3,002 | $368K |
| Midwestern Financial, LLC | 0.31% | Add +0.8% | 2,985 | $366K |
| Fifth Third Bancorp | 0.00% | Add +4.4% | 2,979 | $365K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -13.6% | 2,920 | $358K |
| Gen-Wealth Partners Inc | 0.12% | No change | 2,904 | $356K |
| Brighton Jones LLC | 0.01% | No change | 2,889 | $354K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -1.5% | 2,876 | $352K |
| Brookstone Capital Management | 0.00% | Reduce -41.1% | 2,874 | $352K |
| Spirepoint Private Client, LLC | 0.04% | New | 2,864 | $351K |
| Retirement Planning Group, LLC | 0.01% | New | 2,853 | $349K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Add +0.0% | 2,846 | $349K |
| Compass Financial Services Inc | 0.15% | No change | 2,843 | $348K |
| Shira Ridge Wealth Management | 0.15% | Reduce -12.5% | 2,832 | $347K |
| South Plains Financial, Inc. | 0.21% | No change | 2,805 | $343K |
| GDS Wealth Management | 0.02% | Reduce -13.7% | 2,781 | $341K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.8% | 2,761 | $338K |
| Means Investment Co., Inc. | 0.03% | Reduce -4.8% | 2,760 | $338K |
| BCS Wealth Management | 0.08% | Reduce -2.3% | 2,736 | $335K |
| Smith, Moore & Co. | 0.03% | No change | 2,720 | $333K |
| KMG Fiduciary Partners, LLC | 0.02% | Add +0.9% | 2,720 | $333K |
| SageView Advisory Group, LLC | 0.01% | Add +47.3% | 2,703 | $331K |
| HBW Advisory Services LLC | 0.04% | Reduce -0.3% | 2,693 | $330K |
| Consolidated Portfolio Review Corp | 0.04% | Add +1.2% | 2,693 | $330K |
| Atlatl Advisers LLC | 0.13% | No change | 2,678 | $328K |
| Fiduciary Trust Co | 0.00% | No change | 2,634 | $323K |
| Zions Bancorporation, National Association | 0.02% | No change | 2,615 | $320K |
| Kintra Wealth, LLC | 0.18% | Add +4.8% | 2,606 | $319K |
| PBMares Wealth Management LLC | 0.05% | Add +48.2% | 2,586 | $317K |
| WealthBridge Capital Management, LLC | 0.07% | Reduce -1.5% | 2,583 | $316K |
| Patton Albertson Miller Group, LLC | 0.04% | Reduce -7.2% | 2,577 | $316K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +0.9% | 2,572 | $315K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +155.4% | 2,554 | $312K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -6.6% | 2,547 | $312K |
| Wealth Alliance, LLC | 0.03% | New | 2,547 | $312K |
| Financial Insights, Inc. | 0.10% | No change | 2,527 | $309K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Reduce -15.4% | 2,525 | $309K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.8% | 2,535 | $308K |
| Trust Co. of Vermont | 0.01% | Add +8.6% | 2,514 | $308K |
| Lowe Wealth Advisors, LLC | 0.11% | No change | 2,510 | $307K |
| Note Advisors, LLC | 0.18% | Reduce -0.1% | 2,508 | $307K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -3.9% | 2,497 | $306K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 2,495 | $306K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +4.5% | 2,486 | $304K |
| Smith Salley Wealth Management | 0.02% | No change | 2,476 | $303K |
| Glen Eagle Advisors, LLC | 0.04% | No change | 2,474 | $303K |
| Quintet Private Bank (Europe) S.A. | 0.02% | New | 2,450 | $300K |
| McCarthy & Cox | 0.07% | Add +0.0% | 2,432 | $298K |
| Essex Bank | 0.07% | No change | 2,427 | $297K |
| Magnolia Capital Advisors LLC | 0.08% | Add +7.2% | 2,420 | $296K |
| Mach-1 Financial Group, LLC | 0.05% | New | 2,401 | $294K |
| Integrity Advisory Solutions, LLC | 0.05% | — | 2,401 | $294K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.0% | 2,382 | $292K |
| Summit Financial, LLC | 0.00% | New | 2,374 | $291K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.3% | 2,372 | $290K |
| Sterling Investment Advisors LLC | 0.14% | Reduce -63.8% | 2,365 | $290K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +11.9% | 2,354 | $288K |
| Gotham Asset Management | 0.00% | New | 2,328 | $285K |
| Verus Capital Partners, LLC | 0.02% | No change | 2,312 | $283K |
| Symphony Financial, Ltd. Co. | 0.03% | Reduce -9.4% | 2,300 | $280K |
| Gradient Investments LLC | 0.00% | No change | 2,264 | $277K |
| Tyche Wealth Partners LLC | 0.05% | Add +5.0% | 2,253 | $276K |
| Beacon Financial Group | 0.03% | Reduce -4.8% | 2,249 | $275K |
| Performance Wealth Partners, LLC | 0.01% | Add +4.5% | 2,244 | $275K |
| Sykon Capital LLC | 0.09% | New | 2,242 | $275K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.08% | Reduce -4.3% | 2,232 | $273K |
| Round Rock Advisors LLC | 0.04% | No change | 2,227 | $273K |
| Visionary Wealth Advisors | 0.01% | Reduce -8.4% | 2,212 | $271K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,204 | $270K |
| Valued Retirements, Inc. | 0.30% | No change | 2,294 | $269K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -6.3% | 2,194 | $268K |
| Chemistry Wealth Management LLC | 0.05% | No change | 2,176 | $266K |
| NWF Advisory Services Inc. | 0.03% | Reduce -32.0% | 2,167 | $265K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -6.9% | 2,135 | $261K |
| Main Street Financial Solutions, LLC | 0.02% | New | 2,123 | $260K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -6.8% | 2,123 | $260K |
| Thrive Capital Management, LLC | 0.07% | Reduce -6.7% | 2,101 | $257K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -6.1% | 2,096 | $257K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Add +4.3% | 2,095 | $257K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -10.2% | 2,095 | $257K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | No change | 2,077 | $254K |
| High Falls Advisors, Inc | 0.05% | Add +0.8% | 2,076 | $254K |
| Wbi Investments, LLC | 0.06% | New | 2,061 | $252K |
| Mather Group, Llc. | 0.00% | No change | 2,053 | $251K |
| Maridea Wealth Management LLC | 0.04% | New | 2,038 | $250K |
| Milestone Asset Management Group, LLC | 0.16% | Reduce -0.4% | 2,029 | $248K |
| Jackson Hole Capital Partners, LLC | 0.04% | No change | 2,028 | $248K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -14.6% | 2,024 | $248K |
| Consilio Wealth Advisors, LLC | 0.08% | No change | 2,011 | $246K |
| Marshall Financial Group, LLC | 0.05% | Reduce -0.1% | 2,010 | $246K |
| Kitching Partners, LLC | 0.23% | Add +0.8% | 2,007 | $246K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 2,005 | $246K |
| Stonegate Investment Group, LLC | 0.01% | No change | 1,980 | $242K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1.0% | 1,948 | $239K |
| Marino, Stram & Associates LLC | 0.04% | Add +0.1% | 1,948 | $238K |
| Strategic Blueprint, LLC | 0.01% | Reduce -23.5% | 1,930 | $236K |
| Phoenix Wealth Advisors | 0.09% | Add +6.6% | 1,926 | $236K |
| Huntleigh Advisors, Inc. | 0.04% | Reduce -21.3% | 1,886 | $231K |
| Realta Investment Advisors | 0.08% | Add +2.1% | 1,883 | $231K |
| San Luis Wealth Advisors LLC | 0.04% | Add +0.8% | 1,879 | $230K |
| Beacon Financial Advisory LLC | 0.05% | Reduce -1.5% | 1,876 | $230K |
| Clearstead Trust, LLC | 0.04% | Add +0.8% | 1,865 | $228K |
| Kelly Financial Group LLC | 0.06% | No change | 1,862 | $228K |
| Rydar Equities, Inc. | 0.18% | Reduce -0.8% | 1,855 | $228K |
| Indiana Trust & Investment Management Co | 0.07% | No change | 1,841 | $225K |
| Calton & Associates, Inc. | 0.03% | Reduce -5.0% | 1,836 | $225K |
| Pines Wealth Management, LLC | 0.08% | Reduce -3.1% | 1,824 | $223K |
| Fiduciary Alliance LLC | 0.01% | Reduce -7.1% | 1,822 | $223K |
| Moors & Cabot, Inc. | 0.01% | Reduce -12.9% | 1,819 | $223K |
| Register Financial Advisors LLC | 0.09% | Add +61.7% | 1,811 | $222K |
| Plan A Wealth LLC | 0.11% | No change | 1,808 | $221K |
| Salvus Wealth Management, LLC | 0.12% | No change | 1,795 | $220K |
| Southeast Asset Advisors, LLC | 0.02% | No change | 1,790 | $219K |
| Cascade Financial Partners, LLC | 0.03% | No change | 1,780 | $218K |
| Hilltop Holdings Inc. | 0.01% | Reduce -67.2% | 1,779 | $218K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 1,775 | $217K |
| Novem Group | 0.03% | Reduce -15.4% | 1,775 | $217K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 1,765 | $216K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -2.5% | 1,763 | $216K |
| Whittier Trust Co. | 0.00% | No change | 1,762 | $216K |
| Covenant Asset Management, LLC | 0.04% | No change | 1,758 | $215K |
| Whalerock Point Partners, LLC | 0.04% | No change | 1,756 | $215K |
| Watts Gwilliam & Co., LLC | 0.03% | No change | 1,755 | $215K |
| Accel Wealth Management | 0.06% | Reduce -1.1% | 1,750 | $214K |
| WealthPLAN Partners, LLC | 0.03% | New | 1,743 | $213K |
| Larson Financial Group LLC | 0.01% | Add +83.2% | 1,729 | $212K |
| Shared Vision Wealth Group LLC | 0.09% | Add +0.1% | 1,721 | $211K |
| International Assets Investment Management, LLC | 0.02% | No change | 1,772 | $210K |
| Keystone Wealth Services, LLC | 0.05% | New | 1,714 | $210K |
| Baker Tilly Wealth Management, LLC | 0.05% | No change | 1,710 | $209K |
| Uptick Partners, LLC | 0.06% | New | 1,709 | $209K |
| Valued Wealth Advisors LLC | 0.10% | Reduce -0.9% | 1,709 | $209K |
| PDS Planning, Inc | 0.01% | New | 1,691 | $207K |
| Bison Wealth, LLC | 0.02% | No change | 1,732 | $205K |
| Abacus Planning Group, Inc. | 0.03% | New | 1,661 | $203K |
| BTG Pactual Asset Management US LLC | 0.02% | Reduce -21.2% | 1,672 | $196K |
| Palisade Asset Management, LLC | 0.02% | New | 1,589 | $195K |
| AlphaCore Capital LLC | 0.01% | Add +0.3% | 1,541 | $189K |
| Colonial Trust Co / SC | 0.02% | Add +13.4% | 1,479 | $181K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,478 | $181K |
| Golden State Wealth Management, LLC | 0.02% | Add +1.6% | 1,434 | $176K |
| Centaurus Financial, Inc. | 0.01% | Reduce -10.9% | 1,333 | $163K |
| Signature Resources Capital Management, LLC | 0.08% | Reduce -2.7% | 1,219 | $149K |
| Manchester Capital Management LLC | 0.02% | No change | 1,166 | $143K |
| Paladin Advisory Group, LLC | 0.11% | Reduce -29.9% | 1,159 | $142K |
| Nalls Sherbakoff Group, LLC | 0.10% | No change | 1,150 | $141K |
| Horizon Investments, LLC | 0.00% | No change | 1,076 | $132K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +10.6% | 1,076 | $132K |
| Westfuller Advisors, LLC | 0.06% | New | 1,025 | $126K |
| New Republic Capital, LLC | 0.04% | No change | 1,000 | $122K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 948 | $116K |
| Grand Wealth Management, LLC | 0.05% | No change | 918 | $112K |
| Cheviot Value Management, LLC | 0.01% | No change | 929 | $112K |
| CVA Family Office, LLC | 0.01% | No change | 885 | $108K |
| Assetmark, Inc. | 0.00% | Add +42.1% | 861 | $105K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 835 | $102K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 820 | $100K |
| Optiver Holding B.V. | 0.00% | New | 804 | $98K |
| Blue Trust, Inc. | 0.00% | Reduce -15.1% | 796 | $98K |
| Founders Financial Alliance, LLC | 0.02% | Add +511.7% | 783 | $96K |
| FSA Wealth Management LLC | 0.03% | Add +0.9% | 901 | $92K |
| POM Investment Strategies, LLC | 0.05% | New | 750 | $92K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 750 | $92K |
| United Financial Planning Group LLC | 0.06% | — | 2,026 | $90K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.7% | 745 | $89K |
| LRI Investments, LLC | 0.01% | No change | 720 | $88K |
| Financial Connections Group, Inc. | 0.03% | Add +44.4% | 715 | $87K |
| Rothschild Investment LLC | 0.00% | No change | 710 | $87K |
| Nova Wealth Management, Inc. | 0.06% | Add +0.7% | 708 | $87K |
| North Star Investment Management Corp. | 0.01% | No change | 700 | $86K |
| Salem Investment Counselors Inc. | 0.00% | Add +2.7% | 683 | $84K |
| Hollencrest Capital Management | 0.00% | No change | 650 | $80K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -5.2% | 645 | $79K |
| Salomon & Ludwin, LLC | 0.01% | New | 625 | $76K |
| Glassman Wealth Services | 0.01% | Add +0.7% | 606 | $74K |
| UMB Bank, n.a. | 0.00% | Reduce -70.9% | 605 | $74K |
| Key Financial Inc | 0.01% | No change | 573 | $70K |
| Toth Financial Advisory Corp. | 0.01% | No change | 566 | $69K |
| Ameriflex Group, Inc. | 0.03% | New | 556 | $68K |
| Eastern Bank | 0.00% | No change | 545 | $67K |
| Legacy Wealth Managment, LLC | 0.03% | No change | 542 | $66K |
| Tidemark, LLC | 0.02% | No change | 534 | $65K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 530 | $65K |
| Clear Investment Research, LLC | 0.08% | Add +2.4% | 509 | $62K |
| Montag A & Associates Inc. | 0.00% | No change | 501 | $61K |
| Quadrant Capital Group LLC | 0.00% | New | 500 | $61K |
| Creative Financial Designs Inc. | 0.00% | Reduce -5.5% | 494 | $60K |
| Fortitude Family Office, LLC | 0.02% | No change | 490 | $60K |
| True Wealth Design, LLC | 0.02% | No change | 482 | $59K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Add +0.8% | 482 | $59K |
| Stephens Consulting, LLC | 0.02% | No change | 474 | $58K |
| Mma Asset Management LLC | 0.02% | New | 473 | $58K |
| Retirement Wealth Solutions LLC | 0.04% | Reduce -8.0% | 461 | $56K |
| Tompkins Financial Corp. | 0.00% | No change | 450 | $55K |
| Heartwood Wealth Advisors LLC | 0.01% | New | 444 | $54K |
| Harbor Asset Planning, Inc. | 0.05% | Add +0.9% | 439 | $54K |
| First Community Trust NA | 0.04% | No change | 435 | $53K |
| Gables Capital Management Inc. | 0.02% | No change | 415 | $51K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.7% | 407 | $50K |
| YANKCOM Partnership | 0.02% | No change | 400 | $49K |
| MGB Wealth Management, LLC | 0.01% | No change | 400 | $49K |
| Westside Investment Management, Inc. | 0.01% | Reduce -2.7% | 395 | $48K |
| First Command Advisory Services, Inc. | 0.00% | New | 390 | $48K |
| Roxbury Financial LLC | 0.04% | Add +0.6% | 356 | $44K |
| Rossmore Private Capital | 0.00% | New | 350 | $43K |
| Caitlin John, LLC | 0.03% | New | 345 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 326 | $40K |
| EPG Wealth Management LLC | 0.01% | New | 323 | $40K |
| Banque Cantonale Vaudoise | 0.00% | No change | 320 | $39K |
| Russell Investments Group, Ltd. | 0.00% | Add +15.2% | 303 | $37K |
| Avalon Trust Co | 0.00% | No change | 300 | $37K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.1% | 267 | $33K |
| AllSquare Wealth Management LLC | 0.02% | Reduce -21.7% | 253 | $31K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 250 | $31K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -7.1% | 250 | $31K |
| Bellevue Asset Management, LLC | 0.01% | No change | 250 | $31K |
| City Holding Co. | 0.00% | No change | 225 | $28K |
| Mb, Levis & Associates, LLC | 0.01% | Add +0.5% | 224 | $27K |
| Community Bank, N.A. | 0.00% | No change | 210 | $26K |
| IAG Wealth Partners, LLC | 0.00% | No change | 200 | $24K |
| Sound Income Strategies, LLC | 0.00% | Reduce -92.5% | 178 | $22K |
| Syntax Research, Inc. | 0.01% | No change | 165 | $20K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 165 | $20K |
| Hanson & Doremus Investment Management | 0.00% | No change | 164 | $20K |
| Global Trust Asset Management, LLC | 0.01% | No change | 159 | $19K |
| Bear Mountain Capital, Inc. | 0.01% | Add +0.7% | 153 | $19K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 150 | $18K |
| GAMMA Investing LLC | 0.00% | No change | 146 | $18K |
| Bangor Savings Bank | 0.00% | No change | 138 | $17K |
| CENTRAL TRUST Co | 0.00% | No change | 133 | $16K |
| Seneschal Advisors, LLC | 0.01% | New | 130 | $16K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.8% | 130 | $16K |
| Rakuten Securities, Inc. | 0.01% | Reduce -40.7% | 128 | $16K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 120 | $15K |
| Grove Bank & Trust | 0.00% | Reduce -80.3% | 120 | $15K |
| 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% | No change | 112 | $14K |
| Towne Trust Company, N.A | 0.00% | No change | 109 | $13K |
| Providence Capital Advisors, LLC | 0.00% | Add +377.3% | 105 | $13K |
| Root Financial Partners, LLC | 0.00% | New | 104 | $13K |
| JPL Wealth Management, LLC | 0.00% | New | 102 | $12K |
| Asset Dedication, LLC | 0.00% | Reduce -85.6% | 100 | $12K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 92 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 77 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 80 | $10K |
| Evelyn Partners Investment Management LLP | 0.00% | New | 80 | $10K |
| REAP Financial Group, LLC | 0.00% | No change | 75 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 64 | $8K |
| Signaturefd, LLC | 0.00% | No change | 61 | $8K |
| Versant Capital Management, Inc | 0.00% | No change | 58 | $7K |
| Roble, Belko & Company, Inc | 0.00% | No change | 60 | $7K |
| Pathway Financial Advisers, LLC | 0.00% | New | 55 | $7K |
| Aviso Financial Inc. | 0.00% | No change | 52 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -39.8% | 50 | $6K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 44 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 33 | $4K |
| Princeton Global Asset Management LLC | 0.00% | No change | 32 | $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% | No change | 32 | $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 |
| Citigroup Inc. | 0.00% | Reduce -81.3% | 15 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 14 | $2K |
| TFC Financial Management, Inc. | 0.00% | New | 12 | $2K |
| Hurley Capital, LLC | 0.00% | No change | 5 | $639 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 4 | $398 |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 3 | $367 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 2 | $245 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 1 | $123 |
| Cloud Capital Management, LLC | 0.00% | New | 3 | $0 |
"% 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.