iShares Core High Dividend EHDVETF
13F holders, Q4 2025 (December 31)813holders +30
48new positions
51sold out
4famous investors
$121.73avg. 13F price*
At the end of Q4 2025, 813 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings, up 30 from Q3 2025. 48 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($549.3M), Morgan Stanley ($411.1M) and LPL Financial LLC ($356.6M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core High Dividend E
- CUSIP
- 46429B663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $97.0M |
| Exits | 51 | $29.9M |
All 13F filers, Q3 2025 → Q4 2025: 3,252,440 shares bought and 857,053 shares sold, net +2,395,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 813 holders
| Bank of America Corp. | 0.04% | Add +1.6% | 4,516,593 | $549.3M |
| Morgan Stanley | 0.02% | Add +1.8% | 3,380,192 | $411.1M |
| LPL Financial LLC | 0.10% | Add +4.0% | 2,931,967 | $356.6M |
| Wells Fargo & Company | 0.04% | Add +12.7% | 1,546,611 | $188.1M |
| UBS Group AG | 0.04% | Add +4.5% | 1,461,075 | $177.7M |
| Royal Bank of Canada | 0.03% | Add +8.7% | 1,251,561 | $152.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.5% | 1,220,748 | $148.5M |
| Raymond James Financial Inc. | 0.04% | Add +7.5% | 974,262 | $118.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +22.5% | 898,003 | $109.2M |
| Jones Financial Companies LLLP | 0.06% | Add +17.5% | 871,480 | $106.0M |
| Janney Montgomery Scott LLC | 0.23% | Add +5.0% | 830,428 | $101.0M |
| Securian Asset Management, Inc. | 3.48% | Reduce -3.1% | 754,802 | $91.8M |
| Ameriprise Financial Inc. | 0.02% | Add +4.4% | 738,879 | $89.9M |
| M&T Bank Corp | 0.27% | Reduce -2.1% | 687,570 | $83.6M |
| BlackRock, Inc. | 0.00% | Add +0.3% | 682,039 | $82.9M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -1.5% | 643,678 | $78.3M |
| BNP Paribas Financial Markets | 0.05% | Add +199.7% | 600,634 | $73.0M |
| Truist Financial Corp. | 0.10% | Add +0.1% | 592,028 | $72.0M |
| Cetera Investment Advisers | 0.07% | Add +6.3% | 541,012 | $65.8M |
| FMR LLC | 0.00% | Reduce -2.8% | 493,518 | $60.0M |
| LBMC Investment Advisors, LLC | 3.44% | Add +0.3% | 456,776 | $55.5M |
| Mariner, LLC | 0.06% | Reduce -3.6% | 439,559 | $53.5M |
| Osaic Holdings, Inc. | 0.07% | Add +8.3% | 377,534 | $45.9M |
| Townsend & Associates, Inc | 3.45% | Add +0.8% | 304,637 | $38.7M |
| MML Investors Services, LLC | 0.09% | Reduce -5.3% | 307,257 | $37.4M |
| Steward Partners Investment Advisory, LLC | 0.20% | Add +1.3% | 296,114 | $36.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +17.5% | 278,348 | $33.8M |
| Alliancebernstein L.P. | 0.01% | Add +2.0% | 273,247 | $33.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +2.9% | 266,753 | $32.5M |
| SBI Securities Co., Ltd. | 0.74% | Reduce -2.0% | 237,854 | $28.9M |
| Engineers Gate Manager LP | 0.33% | New | 231,014 | $28.1M |
| Regimen Wealth, LLC | 8.13% | Add +0.4% | 228,736 | $27.8M |
| DAVENPORT & Co LLC | 0.15% | Add +6.9% | 223,516 | $27.2M |
| Rockefeller Capital Management L.P. | 0.05% | Add +5.6% | 206,215 | $25.1M |
| Simmons Bank | 1.59% | Reduce -3.0% | 195,994 | $23.8M |
| IFP Advisors, Inc | 0.53% | Add +34.3% | 193,356 | $23.5M |
| Wharton Business Group, LLC | 0.88% | Add +0.5% | 191,023 | $23.2M |
| Stifel Financial Corp. | 0.02% | Add +4.1% | 186,697 | $22.7M |
| VAUGHAN & Co SECURITIES, INC. | 11.70% | Add +7.0% | 186,061 | $22.6M |
| Kestra Advisory Services, LLC | 0.09% | Add +7.1% | 185,484 | $22.6M |
| Advisory Services Network, LLC | 0.31% | Add +4.1% | 182,353 | $22.2M |
| Sweeney & Michel, LLC | 6.27% | Add +3.2% | 152,699 | $21.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -2.1% | 173,203 | $21.1M |
| Meiji Yasuda Life Insurance Co | 0.59% | No change | 166,097 | $20.2M |
| Comerica Bank | 0.08% | Reduce -0.2% | 164,676 | $20.0M |
| Waverly Advisors, LLC | 0.16% | Reduce -3.7% | 163,289 | $19.9M |
| Kohmann Bosshard Financial Services, LLC | 1.78% | Add +1.9% | 160,664 | $19.5M |
| HB Wealth Management, LLC | 0.13% | Reduce -1.8% | 158,665 | $19.3M |
| Creative Planning | 0.01% | Reduce -13.8% | 153,955 | $18.7M |
| Cerity Partners LLC | 0.03% | Add +215.1% | 152,635 | $18.6M |
| Thrivent Financial for Lutherans | 0.03% | Add +9.1% | 147,189 | $18.0M |
| Millennium Management | 0.01% | New | 141,786 | $17.2M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -2.3% | 137,115 | $16.7M |
| Corient Private Wealth LP | 0.02% | Add +195.8% | 130,068 | $15.8M |
| HighTower Advisors, LLC | 0.02% | Add +0.4% | 123,773 | $15.1M |
| Columbia River Financial Group, LLC | 9.21% | Add +4.2% | 123,359 | $15.0M |
| Atwater Malick LLC | 4.09% | Add +23.4% | 121,921 | $14.8M |
| Lantz Financial LLC | 2.81% | Add +3.8% | 109,545 | $13.3M |
| Private Advisor Group, LLC | 0.06% | Add +0.8% | 108,085 | $13.1M |
| Adirondack Capital Advisors, LLC | 8.58% | — | 104,854 | $12.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -42.1% | 101,588 | $12.4M |
| Kapstone Financial Advisors LLC | 6.00% | Reduce -1.5% | 99,257 | $12.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.62% | Add +29.7% | 99,239 | $12.1M |
| Wealthspire Advisors, LLC | 0.10% | Add +1.1% | 98,412 | $12.0M |
| Captrust Financial Advisors | 0.02% | Add +6.6% | 96,558 | $11.7M |
| Global Strategic Investment Solutions, LLC | 1.13% | Add +0.6% | 95,299 | $11.6M |
| Glenmede Trust Co. NA | 0.05% | — | 91,280 | $11.1M |
| FAS Wealth Partners, Inc. | 0.71% | Add +6.7% | 90,109 | $11.0M |
| NTV Asset Management LLC | 1.16% | Reduce -0.3% | 89,828 | $10.9M |
| Courier Capital LLC | 0.61% | Add +9.7% | 89,798 | $10.9M |
| Atria Investments, Inc | 0.12% | Reduce -0.3% | 88,574 | $10.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +1.1% | 88,361 | $10.7M |
| SteelPeak Wealth, LLC | 0.35% | New | 86,786 | $10.6M |
| Lido Advisors, LLC | 0.04% | Add +7.5% | 77,606 | $9.5M |
| Cwm, LLC | 0.03% | Reduce -60.4% | 77,174 | $9.4M |
| Smartleaf Asset Management LLC | 0.35% | Add +146.7% | 75,908 | $9.3M |
| Smithfield Trust Co | 0.41% | Add +13.0% | 75,721 | $9.2M |
| Beaumont Financial Advisors, LLC | 0.60% | Reduce -4.5% | 75,298 | $9.2M |
| Financial Perspectives, Inc | 2.43% | Add +1.5% | 74,187 | $9.0M |
| Susquehanna International Group, LLP | 0.01% | Add +2.5% | 70,619 | $8.6M |
| Forefront Analytics, LLC | 7.44% | Add +73.8% | 69,308 | $8.4M |
| Base Wealth Management LLC | 4.50% | Add +9.2% | 68,775 | $8.4M |
| Global Retirement Partners, LLC | 0.14% | Add +12.3% | 67,061 | $8.2M |
| Allianz Asset Management GmbH | 0.01% | New | 65,700 | $8.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.4% | 65,342 | $7.9M |
| Advus Financial Partners, LLC | 1.92% | Add +2.4% | 65,277 | $7.9M |
| Regions Financial Corp. | 0.05% | Reduce -8.4% | 63,931 | $7.8M |
| Citizens Financial Group Inc. | 0.10% | Reduce -4.8% | 61,932 | $7.5M |
| Godfrey Financial Associates, Inc. | 6.46% | — | 61,392 | $7.5M |
| Redhawk Wealth Advisors, Inc. | 0.80% | New | 58,857 | $7.2M |
| Maltin Wealth Management, Inc. | 2.78% | Add +7.8% | 57,557 | $7.0M |
| Sigma Planning Corp | 0.19% | Reduce -0.3% | 56,817 | $6.9M |
| Cowa, LLC | 2.07% | Add +0.5% | 55,994 | $6.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 55,373 | $6.7M |
| Farther Finance Advisors, LLC | 0.07% | Add +19.6% | 55,131 | $6.7M |
| Old National Bancorp | 0.11% | No change | 54,620 | $6.6M |
| Advisor OS, LLC | 0.53% | Reduce -5.3% | 54,091 | $6.6M |
| Level Four Advisory Services, LLC | 0.21% | Reduce -0.6% | 53,964 | $6.6M |
| Franklin Resources Inc. | 0.00% | Reduce -7.8% | 53,732 | $6.5M |
| MJP Associates Inc. | 0.81% | Reduce -2.4% | 53,268 | $6.5M |
| Gray Private Wealth, LLC | 3.10% | Add +4.2% | 52,234 | $6.4M |
| Sanctuary Advisors, LLC | 0.03% | Add +5.8% | 51,122 | $6.2M |
| Bank of Montreal | 0.00% | Add +1.1% | 49,793 | $6.1M |
| Equitable Holdings, Inc. | 0.04% | Add +24.8% | 49,555 | $6.0M |
| Qube Research & Technologies Ltd | 0.01% | Add +23.1% | 49,043 | $6.0M |
| Summit Wealth Partners, LLC | 1.09% | Add +1.3% | 48,626 | $5.9M |
| Foundry Financial Group, Inc. | 2.96% | Add +4.2% | 48,556 | $5.9M |
| J2 Capital Management Inc | 4.13% | Add +40.8% | 46,514 | $5.7M |
| &partners | 0.03% | Add +10.5% | 46,460 | $5.6M |
| Principal Securities, Inc. | 0.08% | Add +4.5% | 44,769 | $5.4M |
| Cibc World Market Inc. | 0.01% | Add +0.3% | 44,706 | $5.4M |
| Gallagher Fiduciary Advisors, LLC | 0.17% | Add +6.9% | 43,534 | $5.3M |
| Paller Financial Services Inc | 4.24% | — | 43,472 | $5.3M |
| Janney Capital Management LLC | 0.33% | Reduce -1.3% | 43,035 | $5.2M |
| Merit Financial Group, LLC | 0.04% | Reduce -5.1% | 40,849 | $5.0M |
| Farrow Financial, Inc. | 2.77% | Add +2.9% | 39,663 | $4.8M |
| Chatham Capital Group, Inc. | 0.68% | Reduce -3.9% | 39,198 | $4.8M |
| Houlihan Financial Resource Group, Ltd. | 1.85% | Add +113.6% | 37,692 | $4.8M |
| Strategic Family Wealth Counselors, L.L.C. | 1.07% | Add +2.0% | 37,633 | $4.8M |
| Blair William & Co. | 0.01% | Add +2.9% | 38,714 | $4.7M |
| Capital Advisors, Ltd. LLC | 0.53% | Add +4.6% | 38,648 | $4.7M |
| Convergence Financial, LLC | 0.67% | New | 37,760 | $4.6M |
| Broussard Financial Group LLC | 3.72% | — | 37,745 | $4.6M |
| Cornerstone Planning, LLC | 1.06% | — | 37,398 | $4.6M |
| Brandywine Oak Private Wealth LLC | 0.38% | Reduce -0.1% | 37,435 | $4.6M |
| Sunbelt Securities, Inc. | 0.30% | Reduce -17.0% | 37,190 | $4.5M |
| Flagship Harbor Advisors, LLC | 0.21% | Add +3.0% | 36,487 | $4.4M |
| Aureum Wealth Management, LLC | 3.98% | — | 35,275 | $4.3M |
| American Financial & Tax Strategies Inc. | 2.12% | Add +7.0% | 34,964 | $4.3M |
| Jefferies Financial Group Inc. | 0.04% | Add +7.2% | 34,791 | $4.2M |
| Embree Financial Group | 0.52% | Reduce -0.6% | 34,458 | $4.2M |
| Shulman DeMeo Asset Management LLC | 0.94% | Add +0.1% | 34,157 | $4.2M |
| Blake Schutter Theil Wealth Advisors, LLC | 3.40% | Reduce -0.0% | 33,998 | $4.1M |
| NewEdge Advisors, LLC | 0.01% | Add +5.7% | 33,847 | $4.1M |
| Natixis Advisors, LLC | 0.01% | Add +22.7% | 33,203 | $4.0M |
| Godsey & Gibb, Inc. | 0.36% | Add +8.2% | 32,688 | $4.0M |
| Cahill Financial Advisors Inc. | 0.43% | Reduce -1.0% | 32,501 | $4.0M |
| Wolff Financial Management LLC | 0.88% | Add +0.1% | 32,078 | $3.9M |
| Arkadios Wealth Advisors | 0.08% | Add +4.3% | 31,950 | $3.9M |
| IHT Wealth Management, LLC | 0.09% | Reduce -0.5% | 31,694 | $3.9M |
| AtlasMark Financial, Inc | 2.48% | Add +0.5% | 31,582 | $3.8M |
| Focus Partners Wealth | 0.00% | Add +48.9% | 30,900 | $3.8M |
| Allworth Financial LP | 0.02% | Add +1.0% | 30,836 | $3.8M |
| IFG Advisory, LLC | 0.16% | Add +9.7% | 30,711 | $3.7M |
| Independent Solutions Wealth Management, LLC | 0.68% | Reduce -0.9% | 30,395 | $3.7M |
| Connecticut Wealth Management, LLC | 0.16% | Reduce -0.3% | 29,703 | $3.6M |
| Jackson Wealth Management, LLC | 0.35% | Add +5.3% | 29,417 | $3.6M |
| Allen Investment Management, LLC | 0.04% | No change | 29,195 | $3.6M |
| Keystone Financial Planning, Inc. | 1.01% | Reduce -3.7% | 28,504 | $3.5M |
| Kingsview Wealth Management, LLC | 0.05% | Add +4.5% | 28,447 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Add +8.6% | 27,998 | $3.4M |
| STAR Financial Bank | 1.73% | Reduce -3.1% | 27,848 | $3.4M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.6% | 27,623 | $3.4M |
| Regatta Capital Group, LLC | 0.51% | Add +46.9% | 27,608 | $3.4M |
| Arax Advisory Partners | 0.10% | New | 27,464 | $3.3M |
| Cora Capital Advisors LLC | 1.30% | Add +4.7% | 27,448 | $3.3M |
| Baron Silver Stevens Financial Advisors, LLC | 0.48% | No change | 27,331 | $3.3M |
| KOM Wealth Management Group, LLC | 2.32% | Add +0.1% | 26,933 | $3.3M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -5.7% | 26,483 | $3.2M |
| Mayflower Financial Advisors, LLC | 0.38% | Add +3.4% | 26,061 | $3.2M |
| AQR Capital Management | 0.00% | Add +669.4% | 26,006 | $3.2M |
| Investment Research Partners LLC | 1.35% | Add +36.7% | 25,820 | $3.1M |
| Nottingham Advisors, Inc. | 0.43% | Add +6.6% | 25,585 | $3.1M |
| Capital Advisors Wealth Management, LLC | 0.42% | Add +1.1% | 25,287 | $3.1M |
| Burke & Herbert Bank & Trust Co. | 0.85% | Reduce -21.8% | 25,202 | $3.1M |
| World Investment Advisors | 0.05% | Add +8.3% | 25,200 | $3.1M |
| Bessemer Group Inc. | 0.00% | Add +12.4% | 25,175 | $3.1M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -5.2% | 29,198 | $3.1M |
| Valeo Financial Advisors, LLC | 0.07% | Reduce -8.5% | 25,120 | $3.1M |
| CRA Financial Services, LLC | 0.40% | Reduce -0.2% | 25,038 | $3.0M |
| High Point Wealth Management, LLC | 2.91% | — | 25,037 | $3.0M |
| National Bank of Canada | 0.00% | Add +2.6% | 24,887 | $3.0M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +849.3% | 24,416 | $3.0M |
| Auto-Owners Insurance Co | 0.06% | No change | 23,800 | $2.9M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Add +36.3% | 23,725 | $2.9M |
| MAI Capital Management | 0.02% | Add +168.5% | 23,714 | $2.9M |
| NewEdge Wealth, LLC | 0.03% | Add +515.8% | 23,381 | $2.8M |
| Wealth Management Associates, Inc. | 0.99% | Add +2.2% | 23,321 | $2.8M |
| Integrity Alliance, Llc. | 0.10% | Add +540.3% | 23,001 | $2.8M |
| High Net Worth Advisory Group LLC | 0.64% | Reduce -1.2% | 22,866 | $2.8M |
| GSG Advisors LLC | 0.72% | Reduce -1.0% | 22,865 | $2.8M |
| Morton Brown Family Wealth, LLC | 0.75% | Reduce -2.1% | 22,722 | $2.8M |
| Kensington Asset Management, LLC | 0.14% | Reduce -0.2% | 22,450 | $2.7M |
| Diversify Advisory Services, LLC | 0.08% | Add +1.6% | 20,986 | $2.7M |
| American State Bank (Iowa) | 1.28% | Reduce -4.2% | 21,910 | $2.7M |
| Sowa Financial Group, Inc. | 1.38% | Reduce -3.6% | 21,847 | $2.7M |
| FC Advisory LLC | 0.76% | Reduce -8.9% | 21,680 | $2.6M |
| Frisch Financial Group, Inc. | 0.59% | Add +2.8% | 21,621 | $2.6M |
| Scotia Capital Inc. | 0.01% | Reduce -1.6% | 21,013 | $2.6M |
| AMG National Trust Bank | 0.06% | Add +9.0% | 20,947 | $2.5M |
| Klingman & Associates, LLC | 0.12% | Reduce -0.1% | 20,642 | $2.5M |
| Ironwood Financial, llc | 0.43% | Add +3.9% | 20,236 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +23.2% | 20,542 | $2.5M |
| WCG Wealth Advisors LLC | 0.07% | Reduce -0.6% | 20,510 | $2.5M |
| Harbour Investments, Inc. | 0.05% | Add +13.3% | 20,422 | $2.5M |
| Goldstone Financial Group, LLC | 0.28% | Reduce -2.4% | 20,349 | $2.5M |
| Western Wealth Management, LLC | 0.11% | Add +22.1% | 20,339 | $2.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.14% | New | 20,211 | $2.5M |
| Valmark Advisers, Inc. | 0.03% | Add +22.2% | 20,024 | $2.4M |
| Bernardo Wealth Planning LLC | 0.46% | Reduce -1.3% | 19,840 | $2.4M |
| Verity Asset Management, Inc. | 1.01% | New | 19,346 | $2.4M |
| Sagespring Wealth Partners, LLC | 0.04% | Add +0.1% | 19,313 | $2.3M |
| Norden Group LLC | 0.23% | Reduce -9.6% | 19,222 | $2.3M |
| Sowell Financial Services LLC | 0.09% | Add +0.2% | 19,189 | $2.3M |
| Atlas Private Wealth Advisors | 0.54% | Add +0.7% | 19,122 | $2.3M |
| Formidable Asset Management, LLC | 0.33% | Reduce -26.4% | 18,751 | $2.3M |
| Csenge Advisory Group | 0.10% | Add +3.9% | 18,800 | $2.3M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Reduce -2.4% | 18,628 | $2.3M |
| TruNorth Capital Management, LLC | 0.43% | No change | 18,487 | $2.2M |
| Indivisible Partners | 0.24% | — | 18,458 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -2.8% | 18,399 | $2.2M |
| Ellis Investment Partners, LLC | 0.39% | Reduce -5.1% | 18,371 | $2.2M |
| StoneX Group Inc. | 0.10% | Add +12.1% | 18,335 | $2.2M |
| EP Wealth Advisors, LLC | 0.01% | — | 18,195 | $2.2M |
| Transcend Capital Advisors, LLC | 0.17% | Add +0.6% | 18,160 | $2.2M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 18,129 | $2.2M |
| Axxcess Wealth Management, LLC | 0.04% | Add +250.2% | 17,900 | $2.2M |
| Coldstream Capital Management Inc. | 0.03% | Add +24.3% | 17,744 | $2.2M |
| Fiduciary Group, LLC | 0.18% | Add +0.2% | 17,738 | $2.2M |
| HFG Advisors, Inc. | 1.56% | Add +1.7% | 17,680 | $2.2M |
| Crews Bank & Trust | 0.31% | Add +3.0% | 17,672 | $2.1M |
| Investment Advisory Group, LLC | 0.55% | Reduce -3.1% | 17,641 | $2.1M |
| Aventus Investment Advisors, Inc. | 1.72% | Reduce -6.8% | 17,452 | $2.1M |
| Capital Squared Financial LLC | 1.64% | Add +3.1% | 17,273 | $2.1M |
| Johnson Investment Counsel Inc. | 0.02% | Add +38.7% | 17,249 | $2.1M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -2.0% | 16,056 | $2.1M |
| Ridgecrest Wealth Partners, LLC | 1.12% | Reduce -16.6% | 16,921 | $2.1M |
| 1900 Wealth Management LLC | 0.13% | Add +59.5% | 16,844 | $2.0M |
| Liberty Square Wealth Partners LLC | 0.58% | Reduce -5.1% | 16,778 | $2.0M |
| Choreo, LLC | 0.03% | Add +0.0% | 16,678 | $2.0M |
| Calamos Wealth Management LLC | 0.07% | No change | 16,719 | $2.0M |
| Rakuten Investment Management, Inc. | 0.01% | No change | 16,628 | $2.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -1.2% | 16,575 | $2.0M |
| Rehmann Capital Advisory Group | 0.10% | Reduce -5.3% | 16,474 | $2.0M |
| Targeted Financial Services LLC | 1.73% | — | 16,467 | $2.0M |
| Pathfinder Wealth Consulting, Inc. | 1.26% | — | 16,388 | $2.0M |
| Onyx Bridge Wealth Group LLC | 0.21% | Reduce -0.1% | 16,277 | $2.0M |
| Atlas Legacy Advisors, LLC | 0.35% | Add +23.9% | 16,274 | $2.0M |
| LOM Asset Management Ltd | 0.57% | Reduce -6.2% | 16,186 | $2.0M |
| Woodstock Corp. | 0.17% | No change | 16,180 | $2.0M |
| Raelipskie Partnership | 0.82% | Add +2.5% | 16,145 | $2.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +1.5% | 16,082 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -3.5% | 15,921 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.4% | 15,900 | $1.9M |
| Jump Financial, LLC | 0.03% | New | 15,713 | $1.9M |
| Concord Wealth Partners | 0.25% | Add +1.9% | 15,581 | $1.9M |
| Cooper Financial Group | 0.20% | Reduce -13.4% | 15,514 | $1.9M |
| AE Wealth Management LLC | 0.01% | Add +11.8% | 15,297 | $1.9M |
| Regal Investment Advisors LLC | 0.11% | Add +2.5% | 15,253 | $1.9M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Add +0.8% | 15,029 | $1.8M |
| Kovack Advisors, Inc. | 0.09% | Add +50.4% | 14,924 | $1.8M |
| Harbor Investment Advisory, LLC | 0.13% | Reduce -2.8% | 14,711 | $1.8M |
| Collective Family Office LLC | 0.41% | Add +12.2% | 14,555 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.0% | 14,540 | $1.8M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -1.5% | 14,537 | $1.8M |
| Icon Wealth Advisors, LLC | 0.12% | New | 14,481 | $1.8M |
| ProVise Management Group, LLC | 0.12% | Reduce -0.1% | 14,314 | $1.7M |
| Madden Advisory Services, Inc. | 0.69% | Add +0.7% | 14,035 | $1.7M |
| Aft, Forsyth & Company, Inc. | 0.73% | Reduce -2.7% | 13,989 | $1.7M |
| Diversify Wealth Management, LLC | 0.08% | New | 13,531 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Reduce -4.0% | 13,813 | $1.7M |
| MCF Advisors LLC | 0.09% | Add +2.5% | 13,533 | $1.6M |
| RDA Financial Network | 0.39% | Add +1.7% | 13,468 | $1.6M |
| NCM Capital Management, LLC | 0.60% | Reduce -0.3% | 13,361 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +25.5% | 13,324 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.10% | No change | 13,259 | $1.6M |
| Snowden Capital Advisors LLC | 0.04% | Add +5.7% | 13,106 | $1.6M |
| Intrepid Financial Planning Group LLC | 0.60% | Reduce -0.3% | 12,909 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -64.3% | 12,900 | $1.6M |
| SOA Wealth Advisors, LLC. | 0.26% | Reduce -2.0% | 12,844 | $1.6M |
| Argent Trust Co | 0.05% | No change | 12,833 | $1.6M |
| Howe & Rusling Inc. | 0.10% | Add +8.0% | 12,604 | $1.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | No change | 12,581 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.17% | Add +1.5% | 12,475 | $1.5M |
| Biondo Investment Advisors, LLC | 0.18% | Add +5.7% | 12,364 | $1.5M |
| Cornerstone Advisors Asset Management, LLC | 0.24% | Add +1.4% | 12,256 | $1.5M |
| GTS Securities LLC | 0.05% | Add +97.9% | 12,178 | $1.5M |
| Invested Advisors | 1.53% | Add +29.6% | 12,169 | $1.5M |
| Wellspring Financial Advisors, LLC | 0.12% | Add +1.0% | 12,117 | $1.5M |
| Jackson, Grant Investment Advisers, Inc. | 0.48% | Reduce -13.4% | 11,876 | $1.4M |
| Krilogy Financial LLC | 0.05% | Reduce -2.1% | 11,060 | $1.4M |
| PFG Investments, LLC | 0.07% | Add +0.7% | 11,718 | $1.4M |
| Independent Wealth Advisors LLC | 1.47% | — | 11,598 | $1.4M |
| ICONIQ Capital, LLC | 0.02% | No change | 11,565 | $1.4M |
| 180 Wealth Advisors, LLC | 0.16% | Reduce -1.9% | 11,488 | $1.4M |
| CoreCap Advisors, LLC | 0.05% | Reduce -0.6% | 11,407 | $1.4M |
| Decker Retirement Planning Inc. | 0.68% | Add +6.9% | 11,207 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Add +164.3% | 11,033 | $1.3M |
| Fifth Third Securities, Inc. | 0.09% | Reduce -17.0% | 10,971 | $1.3M |
| Beacon Bank & Trust | 0.27% | Add +0.8% | 10,785 | $1.3M |
| Parallel Advisors, LLC | 0.02% | Reduce -7.9% | 10,739 | $1.3M |
| Thompson David Blair | 0.74% | — | 10,656 | $1.3M |
| Shrier Wealth Management, LLC | 0.52% | — | 10,620 | $1.3M |
| Clifford Swan Investment Counsel LLC | 0.04% | No change | 10,523 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -13.1% | 10,375 | $1.3M |
| Provenance Wealth Advisors, LLC | 0.14% | Reduce -7.3% | 10,375 | $1.3M |
| Quadcap Wealth Management, LLC | 0.14% | Reduce -2.4% | 10,292 | $1.3M |
| Operose Advisors LLC | 0.29% | Add +5.8% | 10,185 | $1.2M |
| MV Capital Management, Inc. | 0.12% | Reduce -3.1% | 10,183 | $1.2M |
| Litman Gregory Wealth Management LLC | 0.09% | No change | 10,177 | $1.2M |
| Anchor Investment Management, LLC | 0.10% | Reduce -3.7% | 10,130 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Add +9.7% | 10,098 | $1.2M |
| Ancora Advisors LLC | 0.03% | Reduce -9.0% | 10,061 | $1.2M |
| Pettyjohn, Wood & White, Inc. | 0.19% | Reduce -2.2% | 10,036 | $1.2M |
| Avestar Capital, LLC | 0.08% | No change | 10,000 | $1.2M |
| Cfo Capital Management LLC | 0.91% | — | 9,948 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -5.2% | 9,873 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.17% | Reduce -1.1% | 9,789 | $1.2M |
| Weaver Consulting Group | 0.29% | Reduce -0.5% | 9,718 | $1.2M |
| Prosperity Consulting Group, LLC | 0.05% | Add +1.3% | 9,635 | $1.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.34% | Reduce -1.3% | 9,615 | $1.2M |
| Talisman Wealth Advisors LLC | 0.90% | Add +0.0% | 9,512 | $1.2M |
| Armstrong Advisory Group, Inc. | 0.08% | Add +13.9% | 9,516 | $1.2M |
| NBT Bank, N.A. | 0.07% | Reduce -2.9% | 8,268 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.0% | 9,304 | $1.1M |
| Ieq Capital, LLC | 0.00% | Add +40.5% | 9,300 | $1.1M |
| Collaborative Wealth Managment Inc. | 0.40% | Reduce -5.4% | 9,262 | $1.1M |
| Archer Investment Corp | 0.25% | Add +0.0% | 9,221 | $1.1M |
| JB Capital LLC | 0.05% | Add +3.2% | 9,159 | $1.1M |
| Straight Path Wealth Management | 0.30% | Add +1.0% | 9,112 | $1.1M |
| Parsons Capital Management Inc. | 0.06% | No change | 9,110 | $1.1M |
| Patten Group, Inc. | 0.20% | Reduce -0.8% | 9,024 | $1.1M |
| White Pine Capital LLC | 0.30% | Reduce -2.4% | 8,953 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -1.2% | 8,861 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.2% | 8,858 | $1.1M |
| Curi Capital, LLC | 0.02% | Add +0.2% | 8,818 | $1.1M |
| Claro Advisors Inc. | 0.14% | Reduce -0.9% | 8,745 | $1.1M |
| CFS Investment Advisory Services, LLC | 0.08% | Add +0.1% | 8,615 | $1.0M |
| First Heartland Consultants, Inc. | 0.08% | Add +1.2% | 8,516 | $1.0M |
| Caldwell Trust Co | 0.09% | Add +6.8% | 8,425 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +1.6% | 8,390 | $1.0M |
| Lakeshore Capital Group, Inc. | 0.81% | Add +0.6% | 8,311 | $1.0M |
| Noble Family Wealth, LLC | 0.21% | Add +1.5% | 8,245 | $1.0M |
| ADG Wealth Management Group, LLC | 0.75% | Add +6.8% | 8,173 | $994K |
| Romano Brothers and Company | 0.11% | Add +4.5% | 8,140 | $990K |
| Teamwork Financial Advisors, LLC | 0.11% | Reduce -5.9% | 8,117 | $987K |
| Hohimer Wealth Management, LLC | 0.13% | Reduce -0.1% | 8,114 | $987K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +30.5% | 8,099 | $985K |
| Sage Financial Group Inc. | 0.06% | No change | 8,021 | $975K |
| Forefront Wealth Management Inc. | 0.70% | Add +9.7% | 8,013 | $974K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -13.0% | 7,984 | $971K |
| Genesis Private Wealth, LLC | 0.30% | Reduce -22.4% | 7,964 | $969K |
| Sunesis Advisors, LLC | 0.43% | No change | 7,859 | $956K |
| Pinnacle Associates Ltd. | 0.01% | No change | 7,856 | $955K |
| Cresta Advisors, Ltd. | 0.39% | Add +6.9% | 7,714 | $938K |
| SouthState Bank Corp | 0.04% | Add +2.7% | 7,654 | $931K |
| Lanark Financial, Inc. | 0.07% | Reduce -17.9% | 7,643 | $929K |
| Element Wealth, LLC | 0.38% | Reduce -0.3% | 7,587 | $923K |
| Soltis Investment Advisors LLC | 0.06% | Add +2.8% | 7,464 | $908K |
| Capital Analysts, LLC | 0.03% | Add +57.9% | 7,458 | $907K |
| Patten & Patten Inc. | 0.05% | Reduce -1.2% | 7,372 | $896K |
| Tacita Capital Inc | 0.51% | No change | 7,255 | $882K |
| Wedbush Securities Inc. | 0.03% | Add +10.3% | 7,247 | $881K |
| Albion Financial Group | 0.05% | Reduce -0.6% | 7,207 | $876K |
| Northwest Bancshares, Inc. | 0.17% | Reduce -1.3% | 7,199 | $875K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +8.2% | 7,161 | $871K |
| WealthShield Partners, LLC | 0.10% | Add +10.6% | 7,151 | $870K |
| KFA Private Wealth Group, LLC | 0.21% | Add +8.0% | 7,146 | $869K |
| JSF Financial, LLC | 0.18% | Add +1.0% | 7,089 | $862K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | Add +0.8% | 7,069 | $860K |
| LongView Wealth Management | 0.21% | Add +2.4% | 6,931 | $859K |
| Cove Private Wealth, LLC | 0.26% | Add +102.5% | 6,990 | $850K |
| Van Hulzen Asset Management, LLC | 0.06% | Reduce -1.4% | 6,987 | $850K |
| Orleans Capital Management Corp. | 0.53% | New | 6,981 | $849K |
| Apollon Financial, LLC | 0.12% | Reduce -0.7% | 6,810 | $828K |
| Amplius Wealth Advisors, LLC | 0.07% | No change | 6,674 | $812K |
| Mosaic Family Wealth Partners, LLC | 0.09% | Reduce -1.9% | 6,588 | $801K |
| Jacobi Capital Management LLC | 0.05% | Add +4.1% | 6,552 | $797K |
| Climber Capital SA | 0.51% | — | 6,500 | $790K |
| Evoke Wealth, LLC | 0.01% | No change | 6,430 | $782K |
| Clearstead Advisors, LLC | 0.01% | Add +7.4% | 6,428 | $782K |
| Philadelphia Trust Co. | 0.05% | No change | 6,417 | $780K |
| Aspiriant, LLC | 0.02% | Add +3.8% | 6,375 | $775K |
| Spirepoint Private Client, LLC | 0.07% | Add +119.2% | 6,279 | $764K |
| Leavell Investment Management, Inc. | 0.03% | No change | 6,271 | $763K |
| Stephens Inc. | 0.01% | Reduce -67.7% | 6,258 | $761K |
| Oppenheimer & Co. Inc. | 0.01% | Add +14.5% | 6,220 | $756K |
| American Wealth Advisors, LLC | 0.74% | Add +0.9% | 6,157 | $749K |
| Private Trust Co. NA | 0.07% | Reduce -8.4% | 6,147 | $748K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -0.4% | 6,084 | $740K |
| SHP Wealth Management | 0.06% | — | 6,060 | $737K |
| Midwest Trust Co | 0.01% | No change | 6,057 | $737K |
| Vicus Capital | 0.05% | Add +31.1% | 6,019 | $732K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 6,013 | $731K |
| Human Investing LLC | 0.10% | Add +8.5% | 5,901 | $718K |
| Black Diamond Financial, LLC | 0.08% | No change | 5,865 | $713K |
| Inspirion Wealth Advisors, LLC | 0.09% | Reduce -7.9% | 5,847 | $711K |
| First Manhattan Co. Llc. | 0.00% | No change | 5,843 | $711K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Reduce -24.1% | 5,772 | $702K |
| Bogart Wealth, LLC | 0.03% | Reduce -21.7% | 5,750 | $699K |
| Bank of Nova Scotia | 0.00% | Add +22.1% | 5,729 | $697K |
| Dudley Capital Management, LLC | 0.30% | No change | 5,661 | $688K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +5.0% | 5,580 | $679K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.3% | 5,573 | $678K |
| Investment Partners Asset Management, Inc. | 0.42% | Reduce -1.5% | 5,549 | $675K |
| Money Concepts Capital Corp. | 0.04% | Reduce -3.4% | 5,531 | $673K |
| Crusonia Wealth Advisors LLC | 0.15% | — | 5,503 | $669K |
| Coppell Advisory Solutions LLC | 0.07% | Add +16.8% | 5,462 | $668K |
| Breachway Investments LLC | 0.70% | — | 5,489 | $668K |
| Chapin Davis, Inc. | 0.16% | No change | 5,486 | $667K |
| Wealth Alliance, LLC | 0.06% | Add +113.2% | 5,431 | $660K |
| Woodmont Investment Counsel LLC | 0.04% | Reduce -1.2% | 5,406 | $657K |
| Focus Financial Network, Inc. | 0.02% | Add +0.2% | 5,368 | $653K |
| GWN Securities Inc. | 0.13% | Add +19.9% | 5,347 | $650K |
| Spire Wealth Management | 0.02% | Add +19.6% | 5,338 | $649K |
| Pps&v Asset Management Consultants, Inc. | 0.38% | No change | 5,319 | $647K |
| Lazard Asset Management LLC | 0.00% | No change | 5,300 | $645K |
| Sovereign Financial Group, Inc. | 0.11% | Reduce -3.0% | 5,283 | $642K |
| BCS Wealth Management | 0.06% | Add +92.4% | 5,265 | $640K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +44.5% | 5,165 | $628K |
| Integrated Advisors Network LLC | 0.03% | Reduce -16.6% | 5,134 | $624K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.3% | 5,131 | $624K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 5,130 | $624K |
| Everpar Advisors LLC | 0.23% | Add +39.3% | 5,077 | $617K |
| Helium Advisors LLC | 0.62% | Reduce -5.1% | 5,071 | $617K |
| David J Yvars Group | 0.32% | Add +3.7% | 4,992 | $607K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,990 | $607K |
| Investment Partners, LTD. | 0.21% | Reduce -25.9% | 4,900 | $596K |
| Destination Wealth Management | 0.02% | No change | 4,878 | $593K |
| NorthRock Partners, LLC | 0.01% | No change | 4,862 | $591K |
| Tectonic Advisors LLC | 0.03% | No change | 4,839 | $588K |
| Milestone Asset Management Group, LLC | 0.33% | Add +135.4% | 4,777 | $581K |
| Savant Capital, LLC | 0.00% | Reduce -4.3% | 4,748 | $577K |
| RFG Advisory, LLC | 0.01% | Add +10.5% | 4,672 | $568K |
| Flagstar Securities, Inc. | 0.19% | Add +0.7% | 4,634 | $563K |
| Trust Point Inc. | 0.04% | No change | 4,622 | $562K |
| Flputnam Investment Management Co. | 0.01% | Reduce -1.9% | 4,605 | $560K |
| Independent Wealth Network Inc. | 0.17% | Add +1.4% | 4,554 | $554K |
| PMG Wealth Management, Inc. | 0.41% | No change | 4,550 | $553K |
| CGN Advisors LLC | 0.04% | Add +1.0% | 4,524 | $550K |
| Trust Co | 0.05% | Add +9.5% | 4,523 | $550K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -3.2% | 4,517 | $549K |
| Northern Trust Corp. | 0.00% | No change | 4,505 | $548K |
| Penobscot Investment Management Company, Inc. | 0.04% | No change | 4,500 | $547K |
| Chatterton & Associates Inc. | 0.47% | — | 4,491 | $546K |
| Birchcreek Wealth Management, LLC | 0.27% | Add +24.3% | 4,465 | $543K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -15.8% | 4,437 | $540K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.5% | 4,350 | $529K |
| Olde Wealth Management, LLC | 0.16% | No change | 4,322 | $525K |
| Compound Planning, Inc. | 0.02% | Add +4.2% | 4,308 | $524K |
| Independent Financial Group, LLC | 0.01% | Reduce -15.0% | 4,202 | $511K |
| Brooks, Moore & Associates, Inc. | 0.25% | No change | 4,194 | $510K |
| Silverlake Wealth Management LLC | 0.11% | Add +0.4% | 4,190 | $509K |
| Richwood Investment Advisors, LLC | 0.36% | Reduce -6.2% | 3,708 | $508K |
| Summit Wealth & Retirement Planning, Inc. | 0.12% | Add +1.7% | 4,108 | $500K |
| Geneos Wealth Management Inc. | 0.01% | Add +13.7% | 4,106 | $499K |
| Fort Sheridan Advisors LLC | 0.06% | Add +0.6% | 4,102 | $499K |
| Coastal Bridge Advisors, LLC | 0.04% | Add +0.1% | 4,085 | $497K |
| HCR Wealth Advisors | 0.05% | Reduce -0.6% | 4,054 | $493K |
| Hixon Zuercher, LLC | 0.15% | Add +0.5% | 4,011 | $488K |
| Meridian Management Co. | 0.12% | No change | 4,000 | $486K |
| Navis Wealth Advisors, LLC | 0.21% | New | 3,984 | $484K |
| Clear Harbor Asset Management, LLC | 0.03% | Add +97.7% | 3,964 | $482K |
| Tiaa Trust, National Association | 0.00% | Reduce -3.8% | 3,937 | $479K |
| GC Wealth Management RIA, LLC | 0.02% | No change | 3,911 | $476K |
| Pacific Sun Financial Corp | 0.23% | Reduce -5.8% | 3,909 | $475K |
| Baring Financial LLC | 0.29% | Reduce -15.9% | 3,886 | $473K |
| Bluespring Wealth Management, LLC | 0.04% | Add +7.1% | 3,873 | $471K |
| 1 North Wealth Services LLC | 0.17% | Add +1.3% | 3,867 | $470K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 3,866 | $470K |
| Abundance Wealth Counselors | 0.08% | New | 3,860 | $469K |
| Steinberganna Wealth Management | 0.22% | Add +0.9% | 3,839 | $467K |
| Founders Financial Securities LLC | 0.03% | Add +12.3% | 3,838 | $467K |
| Mission Creek Capital Partners, Inc. | 0.09% | Reduce -13.2% | 3,826 | $465K |
| Hengehold Capital Management LLC | 0.04% | Add +0.3% | 3,824 | $465K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 3,809 | $463K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -4.7% | 3,801 | $462K |
| Tennessee Valley Asset Management Partners | 0.06% | Add +0.7% | 3,788 | $461K |
| Zullo Investment Group, Inc. | 0.17% | No change | 3,750 | $456K |
| Equitable Trust Co. | 0.02% | No change | 3,738 | $455K |
| Roman Butler Fullerton & Co. | 0.12% | Add +70.6% | 6,546 | $454K |
| Capital Investment Advisors, LLC | 0.01% | Add +5.0% | 3,700 | $450K |
| Kintra Wealth, LLC | 0.06% | Add +41.9% | 3,698 | $450K |
| Symphony Financial, Ltd. Co. | 0.06% | Add +59.6% | 3,671 | $449K |
| Meridian Wealth Management, LLC | 0.02% | Add +9.6% | 3,677 | $447K |
| Mgo One Seven LLC | 0.01% | Reduce -1.4% | 3,637 | $442K |
| Rik Saylor Financial, Inc. | 0.32% | Add +0.2% | 3,630 | $441K |
| Shepherd Financial Partners LLC | 0.04% | Reduce -2.0% | 3,625 | $441K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -13.3% | 3,614 | $439K |
| Firestone Capital Management | 0.09% | No change | 3,600 | $438K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +8.9% | 3,587 | $436K |
| Naples Global Advisors, LLC | 0.03% | Reduce -1.4% | 3,567 | $434K |
| Oakmont Advisory Group, LLC | 0.46% | — | 3,564 | $433K |
| Premier Private Wealth Management LLC | 0.45% | — | 3,256 | $431K |
| HBK Sorce Advisory LLC | 0.01% | Add +23.6% | 3,133 | $429K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +16.5% | 3,510 | $427K |
| Greenline Partners, LLC | 0.05% | No change | 3,496 | $425K |
| Pursue Wealth Partners LLC | 0.21% | No change | 3,495 | $425K |
| Eley Financial Management, Inc | 0.15% | Reduce -2.2% | 3,466 | $422K |
| Mission Wealth Management, LP | 0.01% | Add +0.6% | 3,463 | $421K |
| Phoenix Wealth Advisors | 0.16% | Add +77.8% | 3,424 | $416K |
| Shum Financial Group, Inc. | 0.30% | Add +1.3% | 3,421 | $416K |
| Madison Wealth Partners, Inc | 0.08% | Reduce -11.2% | 3,400 | $414K |
| TrueWealth Advisors, LLC | 0.11% | No change | 3,372 | $410K |
| Cary Street Partners Financial LLC | 0.01% | Add +57.8% | 3,351 | $408K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -0.8% | 3,350 | $407K |
| Snowwater Investment Partners, LLC | 0.38% | — | 3,350 | $407K |
| Flagship Wealth Advisors, LLC | 0.12% | Add +0.5% | 3,341 | $406K |
| Becker Capital Management Inc. | 0.01% | Reduce -7.6% | 3,336 | $406K |
| Compass Financial Services Inc | 0.17% | Add +17.2% | 3,331 | $405K |
| Valley National Advisers Inc. | 0.06% | Add +1.7% | 3,338 | $405K |
| Fiduciary Trust Co | 0.00% | Add +26.4% | 3,329 | $405K |
| Sageworth Trust Co | 0.02% | No change | 3,321 | $404K |
| Evelyn Partners Asset Management Ltd | 0.09% | No change | 3,304 | $402K |
| Eagle Strategies LLC | 0.05% | Reduce -20.7% | 3,292 | $400K |
| Alpha Omega Wealth Management LLC | 0.07% | No change | 3,280 | $399K |
| OakTrust Wealth Advisors, LLC | 0.37% | — | 3,278 | $399K |
| Fifth Third Bancorp | 0.00% | Add +9.3% | 3,255 | $396K |
| Cypress Wealth Services, LLC | 0.05% | Add +0.1% | 3,224 | $392K |
| Interchange Capital Partners, LLC | 0.07% | No change | 3,206 | $390K |
| Hanover Advisors Inc. | 0.15% | No change | 3,199 | $389K |
| Tsfg, LLC | 0.06% | Reduce -2.3% | 3,195 | $389K |
| Two Sigma Securities, LLC | 0.05% | Reduce -38.0% | 3,188 | $388K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 3,182 | $387K |
| WBH Advisory Inc. | 0.03% | Add +0.3% | 3,175 | $386K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 3,154 | $384K |
| Circle Wealth Management, LLC | 0.01% | New | 3,144 | $382K |
| Ameriflex Group, Inc. | 0.20% | Add +458.1% | 3,103 | $377K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -15.2% | 3,092 | $376K |
| Cathy Pareto & Associates, Inc. | 0.26% | Add +0.8% | 3,090 | $376K |
| Urban Wealth Management, LLC | 0.35% | — | 3,079 | $374K |
| New England Private Wealth Advisors LLC | 0.05% | No change | 3,077 | $374K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -5.6% | 3,073 | $374K |
| PFG Advisors | 0.02% | Reduce -73.5% | 3,064 | $373K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -0.9% | 3,042 | $370K |
| Sfmg, LLC | 0.02% | Add +0.8% | 3,029 | $368K |
| Citizens National Bank Trust Department | 0.06% | No change | 3,025 | $368K |
| Quantum Portfolio Management LLC | 0.16% | Reduce -61.6% | 3,015 | $367K |
| Barrett & Company, Inc. | 0.12% | Add +0.4% | 3,015 | $367K |
| Diversified Trust Co. | 0.01% | No change | 3,011 | $366K |
| CFM Wealth Partners LLC | 0.05% | Reduce -2.2% | 2,947 | $358K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.6% | 2,936 | $357K |
| Gen-Wealth Partners Inc | 0.11% | No change | 2,904 | $353K |
| Trust Co. of Vermont | 0.01% | Add +12.8% | 2,836 | $345K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -2.2% | 2,814 | $342K |
| South Plains Financial, Inc. | 0.20% | No change | 2,805 | $341K |
| Magnolia Capital Advisors LLC | 0.07% | Add +15.9% | 2,804 | $341K |
| Brookstone Capital Management | 0.00% | Reduce -3.6% | 2,770 | $337K |
| Integrity Advisory Solutions, LLC | 0.05% | Add +14.4% | 2,746 | $334K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -0.8% | 2,740 | $333K |
| Concentrum Wealth Management | 0.09% | Reduce -12.3% | 2,727 | $332K |
| GDS Wealth Management | 0.02% | Reduce -2.0% | 2,725 | $331K |
| Smith, Moore & Co. | 0.03% | No change | 2,720 | $331K |
| HBW Advisory Services LLC | 0.04% | Add +1.0% | 2,720 | $331K |
| Alpha Financial Partners LLC | 0.20% | New | 2,718 | $331K |
| KMG Fiduciary Partners, LLC | 0.02% | Reduce -0.4% | 2,710 | $330K |
| SageView Advisory Group, LLC | 0.01% | No change | 2,703 | $329K |
| Sykon Capital LLC | 0.11% | Add +20.4% | 2,700 | $328K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -11.5% | 2,676 | $325K |
| Note Advisors, LLC | 0.17% | Add +1.0% | 2,533 | $324K |
| Shira Ridge Wealth Management | 0.13% | Reduce -6.9% | 2,636 | $321K |
| Main Street Financial Solutions, LLC | 0.02% | Add +23.3% | 2,618 | $318K |
| Zions Bancorporation, National Association | 0.01% | No change | 2,615 | $318K |
| Atlatl Advisers LLC | 0.12% | Reduce -2.4% | 2,613 | $318K |
| WealthBridge Capital Management, LLC | 0.07% | Add +0.0% | 2,584 | $314K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 2,554 | $312K |
| Financial Insights, Inc. | 0.10% | No change | 2,527 | $307K |
| Smith Salley Wealth Management | 0.01% | Add +0.9% | 2,498 | $304K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 2,495 | $303K |
| Betterment LLC | 0.00% | New | 2,495 | $303K |
| Index Technologies Group LLC | 0.32% | — | 2,482 | $302K |
| Hamrick Investment Counsel, llc | 0.22% | — | 2,480 | $302K |
| Glen Eagle Advisors, LLC | 0.04% | No change | 2,474 | $301K |
| Continuum Advisory, LLC | 0.03% | Reduce -28.1% | 2,459 | $299K |
| Means Investment Co., Inc. | 0.03% | Reduce -11.1% | 2,453 | $298K |
| Deutsche Bank AG | 0.00% | Reduce -61.0% | 2,430 | $296K |
| Essex Bank | 0.06% | No change | 2,427 | $295K |
| Summit Financial, LLC | 0.00% | Add +2.1% | 2,424 | $295K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +2.8% | 2,419 | $294K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -5.6% | 2,405 | $292K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 2,385 | $290K |
| Steel Grove Capital Advisors, LLC | 0.03% | New | 2,380 | $289K |
| Kingdom Financial Group LLC. | 0.09% | New | 2,367 | $288K |
| Sterling Investment Advisors LLC | 0.14% | No change | 2,365 | $288K |
| Retirement Planning Group, LLC | 0.01% | Reduce -17.5% | 2,353 | $286K |
| Gotham Asset Management | 0.00% | No change | 2,328 | $283K |
| Tyche Wealth Partners LLC | 0.04% | Add +2.6% | 2,312 | $281K |
| Verus Capital Partners, LLC | 0.02% | No change | 2,312 | $281K |
| Valued Retirements, Inc. | 0.27% | Add +0.2% | 2,298 | $279K |
| Gradient Investments LLC | 0.00% | Add +1.3% | 2,294 | $279K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -8.6% | 2,283 | $278K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 2,275 | $277K |
| Bison Wealth, LLC | 0.03% | Add +20.6% | 2,088 | $276K |
| Moors & Cabot, Inc. | 0.01% | Add +24.4% | 2,262 | $275K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -9.7% | 2,246 | $273K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.08% | No change | 2,232 | $271K |
| Round Rock Advisors LLC | 0.04% | No change | 2,227 | $271K |
| Visionary Wealth Advisors | 0.01% | Add +0.4% | 2,220 | $270K |
| OneAscent Financial Services LLC | 0.02% | New | 2,219 | $270K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,204 | $268K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Reduce -12.9% | 2,198 | $267K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.1% | 2,197 | $267K |
| Beacon Financial Group | 0.03% | Reduce -2.5% | 2,194 | $267K |
| Chemistry Wealth Management LLC | 0.05% | No change | 2,176 | $265K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +3.4% | 2,167 | $263K |
| Impact Partnership Wealth, LLC | 0.03% | New | 2,161 | $263K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -16.5% | 2,152 | $262K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.6% | 2,148 | $261K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -5.2% | 2,127 | $259K |
| NWF Advisory Services Inc. | 0.03% | Reduce -2.0% | 2,124 | $258K |
| High Falls Advisors, Inc | 0.05% | Add +1.0% | 2,096 | $255K |
| Miller Howard Investments Inc. | 0.01% | New | 2,086 | $254K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | No change | 2,077 | $253K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Reduce -0.9% | 2,076 | $252K |
| Composition Wealth, LLC | 0.00% | New | 2,070 | $252K |
| Harbor Group, Inc. | 0.04% | New | 2,029 | $247K |
| Jackson Hole Capital Partners, LLC | 0.04% | No change | 2,028 | $247K |
| Maridea Wealth Management LLC | 0.04% | Reduce -0.6% | 2,025 | $246K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 2,024 | $246K |
| Mather Group, Llc. | 0.00% | Reduce -1.5% | 2,022 | $246K |
| Consilio Wealth Advisors, LLC | 0.07% | No change | 2,011 | $245K |
| Marshall Financial Group, LLC | 0.05% | No change | 2,010 | $244K |
| Wbi Investments, LLC | 0.06% | Reduce -2.5% | 2,009 | $244K |
| TopTier Wealth Management, LLC | 0.16% | — | 1,954 | $238K |
| Marino, Stram & Associates LLC | 0.04% | Add +0.1% | 1,950 | $237K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -1.0% | 1,928 | $234K |
| Huntleigh Advisors, Inc. | 0.04% | Add +2.1% | 1,925 | $234K |
| Accel Wealth Management | 0.06% | Add +9.0% | 1,907 | $232K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -19.6% | 1,906 | $232K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -9.3% | 1,901 | $231K |
| Pettinga Financial Advisors LLC | 0.04% | New | 1,900 | $231K |
| San Luis Wealth Advisors LLC | 0.04% | Add +1.0% | 1,898 | $231K |
| KTF Investments, LLC | 0.04% | — | 1,894 | $230K |
| Plan A Wealth LLC | 0.11% | Add +4.7% | 1,893 | $230K |
| Pines Wealth Management, LLC | 0.07% | Add +2.9% | 1,876 | $228K |
| Biltmore Family Office, LLC | 0.03% | New | 1,871 | $228K |
| Midwestern Financial, LLC | 0.19% | Reduce -37.3% | 1,871 | $227K |
| Clearstead Trust, LLC | 0.04% | No change | 1,865 | $227K |
| Kelly Financial Group LLC | 0.06% | No change | 1,862 | $226K |
| Indiana Trust & Investment Management Co | 0.07% | No change | 1,841 | $224K |
| Rydar Equities, Inc. | 0.17% | Reduce -0.8% | 1,841 | $224K |
| International Assets Investment Management, LLC | 0.02% | Add +3.8% | 1,840 | $224K |
| Shared Vision Wealth Group LLC | 0.09% | Add +0.1% | 1,722 | $223K |
| Register Financial Advisors LLC | 0.09% | Add +0.8% | 1,825 | $222K |
| Covenant Asset Management, LLC | 0.04% | Add +3.7% | 1,823 | $222K |
| Swmg, LLC | 0.06% | New | 1,613 | $221K |
| Novem Group | 0.03% | Add +1.9% | 1,808 | $220K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.2% | 1,804 | $219K |
| Realta Investment Advisors | 0.07% | Reduce -4.3% | 1,802 | $219K |
| Meramec Financial Planners, LLC | 0.09% | — | 1,597 | $219K |
| Salvus Wealth Management, LLC | 0.12% | No change | 1,795 | $218K |
| Southeast Asset Advisors, LLC | 0.02% | No change | 1,790 | $218K |
| Arta Finance Wealth Management LLC | 0.11% | — | 1,789 | $218K |
| Fiduciary Alliance LLC | 0.01% | Reduce -2.0% | 1,785 | $217K |
| WealthPLAN Partners, LLC | 0.03% | Add +2.3% | 1,783 | $217K |
| Cascade Financial Partners, LLC | 0.02% | No change | 1,780 | $216K |
| AlphaCore Capital LLC | 0.00% | Add +15.3% | 1,776 | $216K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 1,775 | $216K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -0.1% | 1,762 | $214K |
| Calton & Associates, Inc. | 0.03% | Reduce -4.1% | 1,760 | $214K |
| Whittier Trust Co. | 0.00% | Reduce -0.5% | 1,754 | $214K |
| Whalerock Point Partners, LLC | 0.04% | No change | 1,756 | $214K |
| Latitude Advisors, LLC | 0.09% | New | 1,743 | $212K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,739 | $211K |
| Uptick Partners, LLC | 0.04% | Add +0.5% | 1,717 | $209K |
| Baker Tilly Wealth Management, LLC | 0.05% | Add +0.1% | 1,711 | $208K |
| Valued Wealth Advisors LLC | 0.09% | No change | 1,709 | $208K |
| Keystone Wealth Services, LLC | 0.04% | Reduce -0.5% | 1,705 | $207K |
| PDS Planning, Inc | 0.01% | Add +0.5% | 1,699 | $207K |
| Beacon Financial Advisory LLC | 0.05% | Reduce -10.3% | 1,683 | $205K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 1,678 | $204K |
| Thrive Capital Management, LLC | 0.05% | Reduce -20.5% | 1,671 | $203K |
| Strategic Financial Concepts, LLC | 0.19% | New | 1,669 | $203K |
| Colonial Trust Co / SC | 0.03% | Add +12.8% | 1,668 | $203K |
| Foundations Investment Advisors, LLC | 0.00% | New | 1,668 | $203K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | Reduce -64.2% | 1,665 | $202K |
| Abacus Planning Group, Inc. | 0.03% | No change | 1,661 | $202K |
| Storen Legacy Partners, LLC | 0.06% | — | 1,656 | $201K |
| Hilltop Holdings Inc. | 0.01% | Reduce -7.4% | 1,648 | $200K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,478 | $180K |
| Dunhill Financial, LLC | 0.06% | Reduce -54.0% | 1,445 | $176K |
| Citigroup Inc. | 0.00% | Add +8966.7% | 1,360 | $165K |
| Larson Financial Group LLC | 0.01% | Reduce -22.1% | 1,346 | $164K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | New | 1,339 | $163K |
| Assetmark, Inc. | 0.00% | Add +38.2% | 1,190 | $145K |
| Manchester Capital Management LLC | 0.02% | No change | 1,166 | $142K |
| Paladin Advisory Group, LLC | 0.10% | No change | 1,159 | $141K |
| Triumph Capital Management | 0.03% | New | 1,158 | $141K |
| Nalls Sherbakoff Group, LLC | 0.10% | No change | 1,150 | $140K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.4% | 1,080 | $131K |
| Westfuller Advisors, LLC | 0.05% | Add +1.1% | 1,036 | $126K |
| Horizon Investments, LLC | 0.00% | Reduce -6.0% | 1,012 | $123K |
| Centaurus Financial, Inc. | 0.01% | Reduce -24.1% | 1,012 | $123K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -29.9% | 1,006 | $122K |
| Vision Retirement, LLC | 0.03% | — | 1,002 | $122K |
| New Republic Capital, LLC | 0.03% | No change | 1,000 | $122K |
| Cheviot Value Management, LLC | 0.01% | Reduce -3.8% | 894 | $117K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 948 | $115K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +189.9% | 945 | $115K |
| Grand Wealth Management, LLC | 0.05% | No change | 918 | $112K |
| CVA Family Office, LLC | 0.01% | No change | 885 | $108K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 835 | $102K |
| Blue Trust, Inc. | 0.00% | Add +3.3% | 822 | $100K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 820 | $100K |
| Cornerstone Planning Group LLC | 0.02% | Add +0.9% | 752 | $98K |
| Nova Wealth Management, Inc. | 0.07% | Add +10.6% | 783 | $95K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | Add +47.2% | 780 | $95K |
| LRI Investments, LLC | 0.01% | No change | 720 | $88K |
| Rothschild Investment LLC | 0.00% | No change | 710 | $86K |
| Financial Connections Group, Inc. | 0.03% | No change | 715 | $86K |
| North Star Investment Management Corp. | 0.01% | No change | 700 | $85K |
| Hollencrest Capital Management | 0.00% | No change | 650 | $79K |
| Union Bancaire Privee, UBP SA | 0.00% | New | 870 | $79K |
| Salomon & Ludwin, LLC | 0.01% | No change | 625 | $76K |
| Glassman Wealth Services | 0.01% | Add +1.2% | 613 | $74K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -5.4% | 610 | $74K |
| UMB Bank, n.a. | 0.00% | No change | 605 | $74K |
| Key Financial Inc | 0.01% | No change | 573 | $70K |
| Three Bearings Fiduciary Advisors, Inc. | 0.06% | — | 506 | $67K |
| Eastern Bank | 0.00% | No change | 545 | $66K |
| Legacy Wealth Managment, LLC | 0.03% | No change | 542 | $66K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Reduce -86.3% | 537 | $65K |
| Tidemark, LLC | 0.02% | No change | 534 | $65K |
| Essential Investment Partners LLC | 0.06% | — | 525 | $64K |
| Montag A & Associates Inc. | 0.00% | No change | 501 | $61K |
| Creative Financial Designs Inc. | 0.00% | Add +0.2% | 495 | $60K |
| Fortitude Family Office, LLC | 0.01% | No change | 490 | $60K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Add +1.0% | 487 | $59K |
| True Wealth Design, LLC | 0.02% | No change | 482 | $59K |
| Stephens Consulting, LLC | 0.02% | No change | 474 | $58K |
| Obsidian Cio, LLC | 0.08% | Reduce -89.8% | 470 | $57K |
| Retirement Wealth Solutions LLC | 0.04% | No change | 461 | $56K |
| Tompkins Financial Corp. | 0.00% | No change | 450 | $55K |
| Harbor Asset Planning, Inc. | 0.05% | Add +0.9% | 443 | $54K |
| First Community Trust NA | 0.04% | No change | 435 | $53K |
| Syntax Research, Inc. | 0.03% | Add +151.5% | 415 | $50K |
| Gables Capital Management Inc. | 0.02% | No change | 415 | $50K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +1.0% | 411 | $50K |
| YANKCOM Partnership | 0.02% | No change | 400 | $49K |
| MGB Wealth Management, LLC | 0.01% | No change | 400 | $49K |
| First Command Advisory Services, Inc. | 0.00% | No change | 390 | $47K |
| Westside Investment Management, Inc. | 0.01% | Reduce -2.0% | 387 | $47K |
| Roxbury Financial LLC | 0.04% | Add +0.3% | 357 | $43K |
| Rossmore Private Capital | 0.00% | No change | 350 | $43K |
| Quadrant Capital Group LLC | 0.00% | Reduce -31.0% | 345 | $42K |
| Caitlin John, LLC | 0.03% | No change | 345 | $42K |
| Eq Wealth Advisors, LLC | 0.02% | New | 328 | $40K |
| Banque Cantonale Vaudoise | 0.00% | No change | 320 | $39K |
| Avalon Trust Co | 0.00% | No change | 300 | $36K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.6% | 292 | $36K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.8% | 269 | $33K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 250 | $30K |
| Financial Management Professionals, Inc. | 0.00% | No change | 250 | $30K |
| Bellevue Asset Management, LLC | 0.01% | No change | 250 | $30K |
| NFSG Corp | 0.00% | Reduce -94.2% | 243 | $30K |
| Laurel Wealth Advisors LLC | 0.00% | New | 234 | $28K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.3% | 227 | $28K |
| Wellington-Altus USA Inc. | 0.02% | — | 220 | $27K |
| Community Bank, N.A. | 0.00% | No change | 210 | $26K |
| EFG International AG | 0.00% | — | 200 | $24K |
| Sound Income Strategies, LLC | 0.00% | Add +0.6% | 179 | $23K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 178 | $22K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 165 | $20K |
| Hanson & Doremus Investment Management | 0.00% | No change | 164 | $20K |
| Bear Mountain Capital, Inc. | 0.01% | Add +1.3% | 155 | $20K |
| Global Trust Asset Management, LLC | 0.01% | No change | 159 | $19K |
| Bullock Wealth Management Group | 0.01% | — | 151 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 150 | $18K |
| GAMMA Investing LLC | 0.00% | No change | 146 | $18K |
| CENTRAL TRUST Co | 0.00% | No change | 133 | $16K |
| Clarity Asset Management, Inc. | 0.01% | No change | 130 | $16K |
| Seneschal Advisors, LLC | 0.01% | No change | 130 | $16K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 120 | $15K |
| Grove Bank & Trust | 0.00% | No change | 120 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 116 | $14K |
| Eukles Asset Management | 0.01% | No change | 113 | $14K |
| Rakuten Securities, Inc. | 0.00% | Reduce -11.7% | 113 | $14K |
| Johnson Financial Group, Inc. | 0.00% | No change | 112 | $14K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 109 | $13K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 92 | $13K |
| Root Financial Partners, LLC | 0.00% | Add +1.0% | 105 | $13K |
| Sankala Group LLC | 0.01% | — | 91 | $13K |
| Asset Dedication, LLC | 0.00% | No change | 100 | $12K |
| Gleason Group, Inc. | 0.00% | New | 96 | $12K |
| Providence Capital Advisors, LLC | 0.00% | Reduce -20.0% | 84 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.3% | 78 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 80 | $10K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 80 | $10K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -93.8% | 75 | $9K |
| REAP Financial Group, LLC | 0.00% | No change | 75 | $9K |
| Lodestone Wealth Management LLC | 0.00% | New | 71 | $9K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -91.1% | 70 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | New | 67 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 64 | $8K |
| Birchwood Financial Partners, Inc. | 0.01% | — | 63 | $8K |
| Signaturefd, LLC | 0.00% | Add +1.6% | 62 | $8K |
| Versant Capital Management, Inc | 0.00% | No change | 58 | $7K |
| Roble, Belko & Company, Inc | 0.00% | No change | 60 | $7K |
| Aviso Financial Inc. | 0.00% | No change | 52 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 50 | $6K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 44 | $5K |
| Miller Capital Partners, Inc. | 0.00% | — | 40 | $5K |
| Benson Wealth Management INC | 0.01% | — | 38 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 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 |
| Navalign, LLC | 0.00% | New | 25 | $3K |
| Avion Wealth | 0.00% | No change | 32 | $3K |
| Strive Financial Group ,LLC | 0.00% | — | 21 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | — | 19 | $2K |
| Gould Capital, LLC | 0.00% | No change | 18 | $2K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 18 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 18 | $2K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 12 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 16 | $2K |
| Advocate Investing Services LLC | 0.00% | — | 15 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 14 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 13 | $2K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -50.0% | 10 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +75.0% | 7 | $817 |
| Hurley Capital, LLC | 0.00% | No change | 5 | $641 |
| Game Plan Financial Advisors, LLC | 0.00% | New | 2 | $243 |
"% 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.