iShares Core High Dividend EHDVETF
13F holders, Q1 2026 (March 31)865holders +52
99new positions
49sold out
4famous investors
$134.50avg. 13F price*
At the end of Q1 2026, 865 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings, up 52 from Q4 2025. 99 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($554.2M), Morgan Stanley ($472.5M) and LPL Financial LLC ($450.3M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core High Dividend E
- CUSIP
- 46429B663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $89.9M |
| Exits | 49 | $103.7M |
All 13F filers, Q4 2025 → Q1 2026: 4,595,341 shares bought and 2,231,695 shares sold, net +2,363,646 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 865 holders
| Bank of America Corp. | 0.04% | Reduce -9.6% | 4,083,741 | $554.2M |
| Morgan Stanley | 0.03% | Add +3.0% | 3,481,196 | $472.5M |
| LPL Financial LLC | 0.12% | Add +13.2% | 3,317,662 | $450.3M |
| UBS Group AG | 0.04% | Add +6.2% | 1,551,933 | $210.6M |
| Wells Fargo & Company | 0.04% | Reduce -9.1% | 1,406,343 | $190.9M |
| JPMorgan Chase & Co. | 0.01% | Add +6.3% | 1,297,163 | $175.6M |
| Royal Bank of Canada | 0.03% | Add +2.4% | 1,282,003 | $174.0M |
| Envestnet Asset Management Inc. | 0.04% | Add +32.6% | 1,190,571 | $161.6M |
| Jones Financial Companies LLLP | 0.07% | Add +20.1% | 1,046,437 | $141.1M |
| BNP Paribas Financial Markets | 0.09% | Add +67.1% | 1,003,439 | $136.2M |
| Raymond James Financial Inc. | 0.04% | Reduce -0.6% | 968,381 | $131.4M |
| Ameriprise Financial Inc. | 0.03% | Add +22.1% | 902,142 | $122.4M |
| Janney Montgomery Scott LLC | 0.30% | Add +7.6% | 893,886 | $121.3M |
| Securian Asset Management, Inc. | 3.83% | Reduce -5.4% | 713,802 | $96.9M |
| BlackRock, Inc. | 0.00% | Add +0.7% | 686,666 | $93.2M |
| M&T Bank Corp | 0.30% | Reduce -3.0% | 666,567 | $90.5M |
| Cetera Investment Advisers | 0.09% | Add +20.2% | 650,163 | $88.2M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -2.8% | 625,989 | $85.0M |
| Truist Financial Corp. | 0.11% | Reduce -2.6% | 576,725 | $78.3M |
| FMR LLC | 0.00% | Add +15.0% | 567,337 | $77.0M |
| LBMC Investment Advisors, LLC | 3.79% | Add +0.4% | 458,400 | $62.2M |
| Allianz Asset Management GmbH | 0.07% | Add +596.2% | 457,400 | $62.1M |
| Mariner, LLC | 0.07% | Add +2.7% | 451,518 | $61.3M |
| Osaic Holdings, Inc. | 0.07% | Reduce -2.0% | 370,029 | $50.2M |
| Steward Partners Investment Advisory, LLC | 0.21% | Add +4.8% | 310,300 | $42.1M |
| MML Investors Services, LLC | 0.11% | Reduce -0.8% | 304,658 | $41.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -7.0% | 258,968 | $35.1M |
| Townsend & Associates, Inc | 3.03% | Reduce -13.3% | 264,119 | $35.1M |
| Private Advisor Group, LLC | 0.16% | Add +137.8% | 257,027 | $34.9M |
| Alliancebernstein L.P. | 0.01% | Add +3.5% | 282,746 | $34.4M |
| DAVENPORT & Co LLC | 0.18% | Add +9.4% | 244,482 | $33.2M |
| SBI Securities Co., Ltd. | 0.90% | Add +1.3% | 240,991 | $32.7M |
| Regimen Wealth, LLC | 9.33% | Add +2.9% | 235,382 | $31.9M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -16.2% | 223,646 | $30.0M |
| Kestra Advisory Services, LLC | 0.11% | Add +10.4% | 204,873 | $27.8M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -2.0% | 202,013 | $27.4M |
| Advisory Services Network, LLC | 0.36% | Add +8.2% | 197,250 | $26.8M |
| Wharton Business Group, LLC | 0.99% | Add +0.7% | 192,438 | $26.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +6.0% | 183,596 | $24.9M |
| VAUGHAN & Co SECURITIES, INC. | 12.88% | Reduce -2.4% | 181,662 | $24.7M |
| Simmons Bank | 1.60% | Reduce -10.1% | 176,184 | $23.9M |
| HB Wealth Management, LLC | 0.15% | Add +6.0% | 168,114 | $22.8M |
| Fifth Third Bancorp | 0.04% | Add +5060.0% | 167,959 | $22.8M |
| Stifel Financial Corp. | 0.02% | Reduce -11.6% | 165,115 | $22.4M |
| Kohmann Bosshard Financial Services, LLC | 2.16% | Add +1.9% | 163,758 | $22.2M |
| Waverly Advisors, LLC | 0.16% | Reduce -1.1% | 161,458 | $21.9M |
| Prudential PLC | 0.16% | New | 157,000 | $21.3M |
| Cerity Partners LLC | 0.03% | Add +2.3% | 156,153 | $21.2M |
| Sweeney & Michel, LLC | 6.18% | Add +2.4% | 156,369 | $21.0M |
| Thrivent Financial for Lutherans | 0.04% | Add +4.6% | 153,931 | $20.9M |
| Creative Planning | 0.01% | Reduce -0.5% | 153,260 | $20.8M |
| Atwater Malick LLC | 5.18% | Add +15.9% | 141,303 | $19.2M |
| Orion Porfolio Solutions, LLC | 0.16% | Add +1.4% | 139,033 | $18.9M |
| Columbia River Financial Group, LLC | 10.02% | Add +3.1% | 127,138 | $17.3M |
| IFP Advisors, Inc | 0.35% | Reduce -34.8% | 126,072 | $17.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.1% | 122,390 | $16.6M |
| Cwm, LLC | 0.04% | Add +48.4% | 114,540 | $15.5M |
| Lantz Financial LLC | 3.21% | Add +4.5% | 114,530 | $15.5M |
| Adirondack Capital Advisors, LLC | 9.59% | Add +5.0% | 110,051 | $14.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.9% | 109,626 | $14.9M |
| Glenmede Trust Co. NA | 0.07% | Add +14.5% | 104,505 | $14.2M |
| Sykon Capital LLC | 4.73% | Add +3769.9% | 104,488 | $14.2M |
| Smartleaf Asset Management LLC | 0.50% | Add +33.4% | 101,266 | $13.7M |
| Wealthspire Advisors, LLC | 0.11% | Add +2.3% | 100,702 | $13.7M |
| Kapstone Financial Advisors LLC | 6.60% | Add +0.1% | 99,322 | $13.5M |
| Global Strategic Investment Solutions, LLC | 1.28% | Add +0.3% | 95,588 | $13.0M |
| Captrust Financial Advisors | 0.02% | Reduce -1.0% | 95,567 | $13.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Add +7.8% | 95,228 | $12.9M |
| Courier Capital LLC | 0.71% | Add +3.8% | 93,229 | $12.7M |
| NTV Asset Management LLC | 1.35% | Add +0.5% | 90,250 | $12.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.64% | Reduce -9.4% | 89,919 | $12.2M |
| FAS Wealth Partners, Inc. | 0.76% | Reduce -0.4% | 89,719 | $12.2M |
| Atria Investments, Inc | 0.12% | Reduce -8.5% | 81,015 | $11.0M |
| Lido Advisors, LLC | 0.04% | Add +0.5% | 78,016 | $10.6M |
| Smithfield Trust Co | 0.45% | Reduce -0.1% | 75,685 | $10.3M |
| Beaumont Financial Advisors, LLC | 0.70% | Add +0.1% | 75,348 | $10.2M |
| Financial Perspectives, Inc | 2.84% | Add +0.9% | 74,831 | $10.2M |
| Quadrature Capital Ltd | 0.12% | New | 73,235 | $9.9M |
| Base Wealth Management LLC | 5.36% | Add +2.7% | 70,642 | $9.6M |
| Forefront Analytics, LLC | 8.40% | Reduce -1.8% | 68,087 | $9.2M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +177.8% | 67,832 | $9.2M |
| Regions Financial Corp. | 0.06% | Add +1.4% | 64,805 | $8.8M |
| Gotham Asset Management | 0.03% | Add +2676.1% | 64,628 | $8.8M |
| Maltin Wealth Management, Inc. | 3.31% | Add +11.0% | 63,898 | $8.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.5% | 63,021 | $8.6M |
| Godfrey Financial Associates, Inc. | 7.08% | Reduce -1.0% | 60,781 | $8.2M |
| Farther Finance Advisors, LLC | 0.08% | Add +9.7% | 60,491 | $8.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +14.3% | 58,458 | $7.9M |
| Cowa, LLC | 2.27% | Add +2.5% | 57,386 | $7.8M |
| Sigma Planning Corp | 0.22% | Add +0.7% | 57,188 | $7.8M |
| Old National Bancorp | 0.13% | Add +2.0% | 55,730 | $7.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 55,262 | $7.5M |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 53,867 | $7.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +9.1% | 53,509 | $7.3M |
| Gray Private Wealth, LLC | 3.65% | Add +2.4% | 53,463 | $7.3M |
| Advisor OS, LLC | 0.52% | Reduce -2.0% | 52,988 | $7.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -25.4% | 52,692 | $7.2M |
| &partners | 0.04% | Add +13.5% | 52,736 | $7.1M |
| Citizens Financial Group Inc. | 0.10% | Reduce -15.4% | 52,411 | $7.1M |
| Bank of Montreal | 0.00% | Add +4.3% | 51,928 | $7.0M |
| MJP Associates Inc. | 0.83% | Reduce -5.0% | 50,616 | $6.9M |
| Summit Wealth Partners, LLC | 1.05% | Add +0.5% | 48,863 | $6.6M |
| Foundry Financial Group, Inc. | 3.27% | Add +0.2% | 48,632 | $6.6M |
| Gallagher Fiduciary Advisors, LLC | 0.25% | Add +10.3% | 48,037 | $6.5M |
| Principal Securities, Inc. | 0.09% | Add +6.0% | 47,438 | $6.4M |
| Corient Private Wealth LP | 0.01% | Reduce -63.3% | 47,783 | $6.4M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +1199.4% | 46,611 | $6.3M |
| Equitable Holdings, Inc. | 0.04% | Add +4.7% | 51,888 | $6.3M |
| Accurate Wealth Management, LLC | 0.76% | New | 47,030 | $6.3M |
| Cibc World Market Inc. | 0.01% | Add +3.4% | 46,230 | $6.3M |
| Paller Financial Services Inc | 4.94% | Add +1.3% | 44,020 | $6.0M |
| Cornerstone Planning, LLC | 1.34% | Add +16.5% | 43,578 | $5.9M |
| Sunbelt Securities, Inc. | 0.37% | Add +15.2% | 42,841 | $5.8M |
| Capital Advisors, Ltd. LLC | 0.65% | Add +8.8% | 42,070 | $5.7M |
| Convergence Financial, LLC | 0.59% | Add +8.0% | 40,774 | $5.5M |
| Chatham Capital Group, Inc. | 0.78% | Add +1.3% | 39,698 | $5.4M |
| Farrow Financial, Inc. | 3.03% | Reduce -0.8% | 39,346 | $5.3M |
| IHT Wealth Management, LLC | 0.12% | Add +21.5% | 38,496 | $5.2M |
| Merit Financial Group, LLC | 0.04% | Reduce -6.0% | 38,391 | $5.2M |
| Broussard Financial Group LLC | 4.11% | Add +0.2% | 37,827 | $5.1M |
| Houlihan Financial Resource Group, Ltd. | 2.00% | Add +0.2% | 37,776 | $5.1M |
| Blair William & Co. | 0.01% | Reduce -2.4% | 37,769 | $5.1M |
| Embree Financial Group | 0.60% | Add +8.5% | 37,401 | $5.1M |
| Strategic Family Wealth Counselors, L.L.C. | 1.33% | Reduce -0.9% | 37,295 | $5.1M |
| NewEdge Advisors, LLC | 0.02% | Add +9.6% | 37,099 | $5.0M |
| Aureum Wealth Management, LLC | 3.48% | Add +4.5% | 36,844 | $5.0M |
| Brandywine Oak Private Wealth LLC | 0.42% | Reduce -2.0% | 36,679 | $5.0M |
| Tudor Investment Corporation | 0.03% | New | 36,522 | $5.0M |
| Assetmark, Inc. | 0.01% | Add +2881.7% | 35,482 | $4.8M |
| Flagship Harbor Advisors, LLC | 0.21% | Reduce -2.9% | 35,447 | $4.8M |
| Blake Schutter Theil Wealth Advisors, LLC | 3.84% | Add +2.0% | 34,675 | $4.7M |
| Shulman DeMeo Asset Management LLC | 0.98% | Reduce -0.8% | 33,901 | $4.6M |
| Regatta Capital Group, LLC | 0.69% | Add +22.5% | 33,822 | $4.6M |
| Godsey & Gibb, Inc. | 0.40% | Add +3.2% | 33,726 | $4.6M |
| American Financial & Tax Strategies Inc. | 2.22% | Reduce -3.7% | 33,666 | $4.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +27.0% | 33,644 | $4.6M |
| J2 Capital Management Inc | 3.04% | Reduce -29.7% | 32,716 | $4.4M |
| Cahill Financial Advisors Inc. | 0.48% | Reduce -0.3% | 32,398 | $4.4M |
| Arkadios Wealth Advisors | 0.07% | Add +0.2% | 32,022 | $4.3M |
| Kingsview Wealth Management, LLC | 0.06% | Add +12.2% | 31,917 | $4.3M |
| Wolff Financial Management LLC | 0.95% | Reduce -1.0% | 31,768 | $4.3M |
| Harbour Investments, Inc. | 0.06% | Add +51.3% | 30,903 | $4.2M |
| Independent Solutions Wealth Management, LLC | 0.60% | Reduce -0.8% | 30,152 | $4.1M |
| Allworth Financial LP | 0.02% | Reduce -2.2% | 30,148 | $4.1M |
| Rakuten Investment Management, Inc. | 0.01% | Add +100.0% | 33,256 | $4.1M |
| JB Capital LLC | 0.16% | Add +226.0% | 29,856 | $4.1M |
| Connecticut Wealth Management, LLC | 0.17% | Reduce -0.3% | 29,605 | $4.0M |
| Jackson Wealth Management, LLC | 0.41% | Add +0.3% | 29,498 | $4.0M |
| Kovack Advisors, Inc. | 0.21% | Add +99.2% | 29,724 | $4.0M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +0.1% | 29,228 | $4.0M |
| Allen Investment Management, LLC | 0.05% | No change | 29,195 | $4.0M |
| Capital Advisors Wealth Management, LLC | 0.53% | Add +15.3% | 29,158 | $4.0M |
| AMG National Trust Bank | 0.08% | Add +37.4% | 28,790 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Add +2.6% | 28,737 | $3.9M |
| AtlasMark Financial, Inc | 2.48% | No change | 31,582 | $3.8M |
| Focus Partners Wealth | 0.00% | Add +4.3% | 32,236 | $3.8M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +52.5% | 28,049 | $3.8M |
| AQR Capital Management | 0.00% | Add +6.1% | 27,592 | $3.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.8% | 27,391 | $3.7M |
| Mayflower Financial Advisors, LLC | 0.44% | Add +3.2% | 26,887 | $3.6M |
| Bessemer Group Inc. | 0.01% | Add +6.6% | 26,831 | $3.6M |
| Beacon Financial Group | 0.36% | Add +1120.2% | 26,771 | $3.6M |
| Nottingham Advisors, Inc. | 0.47% | Add +4.4% | 26,718 | $3.6M |
| Baron Silver Stevens Financial Advisors, LLC | 0.52% | Reduce -3.0% | 26,507 | $3.6M |
| World Investment Advisors | 0.06% | Add +3.5% | 26,086 | $3.5M |
| High Point Wealth Management, LLC | 3.45% | Add +2.9% | 25,773 | $3.5M |
| Burke & Herbert Bank & Trust Co. | 0.96% | Add +1.9% | 25,688 | $3.5M |
| Investment Research Partners LLC | 1.42% | Reduce -0.7% | 25,648 | $3.5M |
| Level Four Advisory Services, LLC | 0.11% | Reduce -53.0% | 25,383 | $3.4M |
| National Bank of Canada | 0.00% | Add +0.0% | 24,888 | $3.4M |
| Valeo Financial Advisors, LLC | 0.08% | Reduce -1.4% | 24,770 | $3.4M |
| MAI Capital Management | 0.02% | Add +3.3% | 24,501 | $3.3M |
| XTX Topco Ltd | 0.06% | New | 24,494 | $3.3M |
| CRA Financial Services, LLC | 0.43% | Reduce -3.6% | 24,130 | $3.3M |
| Auto-Owners Insurance Co | 0.07% | No change | 23,800 | $3.2M |
| Kensington Asset Management, LLC | 0.18% | Add +5.7% | 23,739 | $3.2M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Reduce -0.7% | 23,551 | $3.2M |
| Wealth Management Associates, Inc. | 1.10% | Add +0.2% | 23,369 | $3.2M |
| GSG Advisors LLC | 0.82% | Add +2.0% | 23,329 | $3.2M |
| Diversify Wealth Management, LLC | 0.06% | Add +758.6% | 116,175 | $3.1M |
| High Net Worth Advisory Group LLC | 0.71% | Reduce -1.4% | 22,558 | $3.1M |
| PlanVest Financial, Inc | 2.29% | — | 22,139 | $3.0M |
| Morton Brown Family Wealth, LLC | 0.79% | Reduce -2.7% | 22,103 | $3.0M |
| KOM Wealth Management Group, LLC | 2.00% | Reduce -19.8% | 21,615 | $2.9M |
| 1900 Wealth Management LLC | 0.19% | Add +28.2% | 21,601 | $2.9M |
| Frisch Financial Group, Inc. | 0.61% | Reduce -0.5% | 21,514 | $2.9M |
| American State Bank (Iowa) | 1.40% | Reduce -2.3% | 21,418 | $2.9M |
| FC Advisory LLC | 0.84% | Reduce -1.7% | 21,312 | $2.9M |
| Indivisible Partners | 0.25% | Add +14.9% | 21,217 | $2.9M |
| Scotia Capital Inc. | 0.01% | Reduce -0.4% | 20,924 | $2.8M |
| Ironwood Financial, llc | 0.49% | Add +3.0% | 20,842 | $2.8M |
| Sowa Financial Group, Inc. | 1.40% | Reduce -4.8% | 20,806 | $2.8M |
| Park Avenue Securities LLC | 0.02% | Add +146.6% | 20,691 | $2.8M |
| Keystone Financial Planning, Inc. | 0.74% | Reduce -28.0% | 20,530 | $2.8M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -0.2% | 20,472 | $2.8M |
| Atlas Private Wealth Advisors | 0.65% | Add +6.1% | 20,282 | $2.8M |
| Ashton Thomas Securities, LLC | 0.35% | New | 20,270 | $2.8M |
| Klingman & Associates, LLC | 0.13% | Reduce -2.0% | 20,225 | $2.7M |
| Texas Capital Bank Wealth Management Services Inc | 0.16% | No change | 20,211 | $2.7M |
| Arax Advisory Partners | 0.08% | Reduce -27.4% | 19,945 | $2.7M |
| Gerald Baker Financial Group LLC | 0.86% | — | 19,939 | $2.7M |
| Goldstone Financial Group, LLC | 0.29% | Reduce -2.6% | 19,812 | $2.7M |
| Advus Financial Partners, LLC | 0.66% | Reduce -70.2% | 19,477 | $2.6M |
| Bernardo Wealth Planning LLC | 0.52% | Reduce -2.1% | 19,428 | $2.6M |
| Norden Group LLC | 0.25% | Add +0.5% | 19,322 | $2.6M |
| Ridgecrest Wealth Partners, LLC | 1.44% | Add +13.9% | 19,277 | $2.6M |
| Sagespring Wealth Partners, LLC | 0.05% | Reduce -0.8% | 19,168 | $2.6M |
| Capital Squared Financial LLC | 1.96% | Add +9.7% | 18,945 | $2.6M |
| AE Wealth Management LLC | 0.01% | Add +23.3% | 18,857 | $2.6M |
| Valmark Advisers, Inc. | 0.03% | Reduce -6.0% | 18,821 | $2.6M |
| Sowell Financial Services LLC | 0.09% | Reduce -2.7% | 18,679 | $2.5M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -46.5% | 18,627 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 18,538 | $2.5M |
| TruNorth Capital Management, LLC | 0.48% | No change | 18,487 | $2.5M |
| Ellis Investment Partners, LLC | 0.44% | Add +0.6% | 18,483 | $2.5M |
| Csenge Advisory Group | 0.11% | Reduce -1.8% | 18,458 | $2.5M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Reduce -0.2% | 18,598 | $2.5M |
| Calamos Wealth Management LLC | 0.09% | Add +8.9% | 18,211 | $2.5M |
| Calamos Advisors LLC | 0.01% | New | 18,211 | $2.5M |
| Quantinno Capital Management LP | 0.00% | Add +64.9% | 18,195 | $2.5M |
| Crews Bank & Trust | 0.36% | Add +2.7% | 18,157 | $2.5M |
| Johnson Investment Counsel Inc. | 0.02% | Add +5.1% | 18,123 | $2.5M |
| Transcend Capital Advisors, LLC | 0.20% | Reduce -0.6% | 18,061 | $2.5M |
| HFG Advisors, Inc. | 1.71% | Add +1.1% | 17,875 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -13.3% | 17,816 | $2.4M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -1.4% | 17,644 | $2.4M |
| Investment Advisory Group, LLC | 0.61% | Reduce -0.3% | 17,588 | $2.4M |
| Fiduciary Group, LLC | 0.20% | Reduce -0.9% | 17,578 | $2.4M |
| Pinnacle Financial Partners, Inc. | 0.02% | Reduce -3.2% | 17,542 | $2.4M |
| Apex Wealth Management, LLC | 1.60% | New | 17,234 | $2.3M |
| MCF Advisors LLC | 0.10% | Add +26.9% | 17,166 | $2.3M |
| Choreo, LLC | 0.03% | Add +1.9% | 17,002 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Add +6.2% | 16,892 | $2.3M |
| Concord Wealth Partners | 0.30% | Add +8.0% | 16,821 | $2.3M |
| Aventus Investment Advisors, Inc. | 1.93% | Reduce -3.6% | 16,820 | $2.3M |
| Liberty Square Wealth Partners LLC | 0.64% | Add +0.1% | 16,788 | $2.3M |
| Shrier Wealth Management, LLC | 0.84% | Add +58.0% | 16,785 | $2.3M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -5.9% | 16,699 | $2.3M |
| Raelipskie Partnership | 0.96% | Add +3.2% | 16,660 | $2.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | No change | 16,575 | $2.2M |
| Pathfinder Wealth Consulting, Inc. | 1.44% | Reduce -0.5% | 16,315 | $2.2M |
| Chicago Partners Investment Group LLC | 0.05% | Add +3.4% | 16,604 | $2.2M |
| Targeted Financial Services LLC | 1.80% | Reduce -1.6% | 16,199 | $2.2M |
| Woodstock Corp. | 0.20% | No change | 16,180 | $2.2M |
| LOM Asset Management Ltd | 0.63% | Reduce -0.3% | 16,132 | $2.2M |
| Onyx Bridge Wealth Group LLC | 0.24% | Reduce -0.9% | 16,131 | $2.2M |
| Atlas Legacy Advisors, LLC | 0.40% | Reduce -1.1% | 16,087 | $2.2M |
| Formidable Asset Management, LLC | 0.34% | Reduce -4.9% | 17,827 | $2.2M |
| GeoWealth Management, LLC | 0.08% | New | 15,860 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.10% | Reduce -0.7% | 15,815 | $2.1M |
| Harbor Investment Advisory, LLC | 0.17% | Add +6.9% | 15,732 | $2.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +797.6% | 15,609 | $2.1M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -5.6% | 15,548 | $2.1M |
| CreativeOne Wealth, LLC | 0.05% | Add +707.7% | 15,394 | $2.1M |
| Jaffetilchin Investment Partners, LLC | 0.12% | Reduce -0.4% | 14,974 | $2.0M |
| Cooper Financial Group | 0.20% | Reduce -4.5% | 14,812 | $2.0M |
| Integrity Alliance, Llc. | 0.08% | Reduce -35.7% | 14,786 | $2.0M |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.4% | 14,747 | $2.0M |
| Triad Wealth Partners, LLC | 0.16% | New | 14,663 | $2.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +351.5% | 72,616 | $2.0M |
| StoneX Group Inc. | 0.11% | Reduce -21.1% | 14,458 | $2.0M |
| Verity Asset Management, Inc. | 0.82% | Reduce -25.5% | 14,405 | $2.0M |
| Twin Tree Management, LP | 0.40% | New | 14,162 | $1.9M |
| Regal Investment Advisors LLC | 0.11% | Reduce -7.2% | 14,158 | $1.9M |
| ProVise Management Group, LLC | 0.14% | Reduce -1.7% | 14,069 | $1.9M |
| RDA Financial Network | 0.48% | Add +4.3% | 14,051 | $1.9M |
| Howe & Rusling Inc. | 0.12% | Add +10.0% | 13,861 | $1.9M |
| Aft, Forsyth & Company, Inc. | 0.88% | Reduce -1.3% | 13,813 | $1.9M |
| Collective Family Office LLC | 0.42% | Reduce -5.3% | 13,790 | $1.9M |
| Avail Investment Partners, LLC | 1.95% | — | 13,428 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.6% | 13,404 | $1.8M |
| NCM Capital Management, LLC | 0.65% | Reduce -0.2% | 13,339 | $1.8M |
| Patriot Investment Management Group, Inc. | 0.11% | No change | 13,259 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Add +0.9% | 13,229 | $1.8M |
| PFG Investments, LLC | 0.08% | Add +11.9% | 13,115 | $1.8M |
| S&A Financial Services, Inc. | 1.21% | — | 13,022 | $1.8M |
| Argent Trust Co | 0.06% | No change | 12,833 | $1.7M |
| Per Stirling Capital Management, LLC. | 0.19% | Add +1.4% | 12,650 | $1.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | No change | 12,581 | $1.7M |
| Biondo Investment Advisors, LLC | 0.22% | Add +1.1% | 12,494 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Reduce -9.8% | 12,456 | $1.7M |
| Cornerstone Advisors Asset Management, LLC | 0.26% | Add +0.9% | 12,366 | $1.7M |
| Invested Advisors | 1.67% | Add +0.4% | 12,220 | $1.7M |
| Wellspring Financial Advisors, LLC | 0.12% | Add +0.6% | 12,192 | $1.7M |
| Madden Advisory Services, Inc. | 0.65% | Reduce -13.6% | 12,126 | $1.6M |
| Decker Retirement Planning Inc. | 0.74% | Add +7.3% | 12,020 | $1.6M |
| Jackson, Grant Investment Advisers, Inc. | 0.54% | Add +0.6% | 11,951 | $1.6M |
| Independent Wealth Advisors LLC | 1.58% | Add +2.3% | 11,869 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +45.9% | 11,816 | $1.6M |
| Anchor Investment Management, LLC | 0.13% | Add +15.5% | 11,703 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | New | 11,695 | $1.6M |
| SOA Wealth Advisors, LLC. | 0.29% | Reduce -10.4% | 11,503 | $1.6M |
| CoreCap Advisors, LLC | 0.05% | Add +0.1% | 11,424 | $1.6M |
| 180 Wealth Advisors, LLC | 0.17% | Reduce -2.2% | 11,233 | $1.5M |
| Ancora Advisors LLC | 0.03% | Add +11.5% | 11,219 | $1.5M |
| Ieq Capital, LLC | 0.01% | Add +20.4% | 11,195 | $1.5M |
| Beacon Bank & Trust | 0.31% | Add +3.1% | 11,115 | $1.5M |
| Cora Capital Advisors LLC | 0.49% | Reduce -60.7% | 10,796 | $1.5M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -25.9% | 10,767 | $1.5M |
| Parallel Advisors, LLC | 0.03% | No change | 10,739 | $1.5M |
| Krilogy Financial LLC | 0.05% | Reduce -1.7% | 10,868 | $1.5M |
| Operose Advisors LLC | 0.33% | Add +4.3% | 10,627 | $1.4M |
| Fifth Third Securities, Inc. | 0.09% | Reduce -3.3% | 10,611 | $1.4M |
| Clifford Swan Investment Counsel LLC | 0.05% | No change | 10,523 | $1.4M |
| Hohimer Wealth Management, LLC | 0.18% | Add +29.5% | 10,505 | $1.4M |
| Independent Advisor Alliance | 0.02% | New | 10,504 | $1.4M |
| Quadcap Wealth Management, LLC | 0.16% | Add +1.0% | 10,399 | $1.4M |
| Bauman Advisory Group, LLC | 0.98% | New | 10,351 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +100.2% | 10,338 | $1.4M |
| Cfo Capital Management LLC | 1.15% | Add +3.4% | 10,285 | $1.4M |
| Cornell Pochily Investment Advisors, Inc. | 0.40% | Add +4.8% | 10,079 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +8.3% | 10,077 | $1.4M |
| One Capital Management, LLC | 0.04% | New | 10,002 | $1.4M |
| Avestar Capital, LLC | 0.09% | No change | 10,000 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.3% | 9,841 | $1.3M |
| Walkner Condon Financial Advisors LLC | 0.18% | No change | 9,789 | $1.3M |
| Weaver Consulting Group | 0.31% | Add +0.2% | 9,734 | $1.3M |
| Pettyjohn, Wood & White, Inc. | 0.21% | Reduce -3.7% | 9,661 | $1.3M |
| Prosperity Consulting Group, LLC | 0.06% | Add +0.0% | 9,636 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -47.2% | 9,606 | $1.3M |
| Talisman Wealth Advisors LLC | 1.03% | Reduce -0.8% | 9,431 | $1.3M |
| NBT Bank, N.A. | 0.08% | Add +13.3% | 9,371 | $1.3M |
| Archer Investment Corp | 0.27% | Add +0.0% | 9,222 | $1.3M |
| Cove Private Wealth, LLC | 0.29% | Add +31.9% | 9,219 | $1.3M |
| Straight Path Wealth Management | 0.33% | Add +0.6% | 9,170 | $1.2M |
| Patten Group, Inc. | 0.22% | Add +1.5% | 9,160 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Reduce -9.6% | 9,129 | $1.2M |
| Thompson David Blair | 0.71% | Reduce -14.3% | 9,135 | $1.2M |
| Parsons Capital Management Inc. | 0.06% | No change | 9,110 | $1.2M |
| MV Capital Management, Inc. | 0.12% | Reduce -12.7% | 8,893 | $1.2M |
| ADG Wealth Management Group, LLC | 0.83% | Add +8.4% | 8,857 | $1.2M |
| Claro Advisors Inc. | 0.14% | Add +1.1% | 8,839 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -3.5% | 8,551 | $1.2M |
| Cresta Advisors, Ltd. | 0.47% | Add +9.8% | 8,474 | $1.2M |
| Caldwell Trust Co | 0.10% | No change | 8,425 | $1.1M |
| TD Waterhouse Canada Inc. | 0.00% | Add +6.4% | 8,492 | $1.1M |
| Lakeshore Capital Group, Inc. | 0.93% | Add +0.7% | 8,372 | $1.1M |
| First Heartland Consultants, Inc. | 0.09% | Reduce -2.5% | 8,302 | $1.1M |
| Noble Family Wealth, LLC | 0.23% | No change | 8,245 | $1.1M |
| Integrated Advisors Network LLC | 0.06% | Add +58.3% | 8,125 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -8.5% | 8,111 | $1.1M |
| Romano Brothers and Company | 0.12% | Reduce -0.9% | 8,065 | $1.1M |
| Mission Wealth Management, LP | 0.02% | Add +132.5% | 8,050 | $1.1M |
| Sage Financial Group Inc. | 0.07% | No change | 8,021 | $1.1M |
| Teamwork Financial Advisors, LLC | 0.12% | Reduce -1.6% | 7,988 | $1.1M |
| Genesis Private Wealth, LLC | 0.34% | Reduce -0.7% | 7,910 | $1.1M |
| Curi Capital, LLC | 0.02% | Reduce -10.4% | 7,898 | $1.1M |
| Sunesis Advisors, LLC | 0.48% | No change | 7,859 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.2% | 7,841 | $1.1M |
| Gateway Wealth Partners, LLC | 0.04% | Add +152.6% | 7,809 | $1.1M |
| LongView Wealth Management | 0.26% | Add +12.4% | 7,790 | $1.0M |
| Provenance Wealth Advisors, LLC | 0.11% | Reduce -26.1% | 7,670 | $1.0M |
| White Pine Capital LLC | 0.28% | Reduce -16.5% | 7,473 | $1.0M |
| Capital Analysts, LLC | 0.03% | No change | 7,458 | $1.0M |
| Element Wealth, LLC | 0.42% | Reduce -2.2% | 7,417 | $1.0M |
| Natixis Advisors, LLC | 0.00% | Add +11.4% | 36,976 | $1.0M |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 7,340 | $996K |
| Albion Financial Group | 0.06% | Add +1.5% | 7,317 | $993K |
| Mgo One Seven LLC | 0.02% | Add +100.8% | 7,303 | $991K |
| Collaborative Wealth Managment Inc. | 0.46% | Reduce -21.4% | 7,278 | $988K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +19.1% | 7,248 | $984K |
| US Bancorp \de | 0.00% | Reduce -30.4% | 7,219 | $980K |
| Soltis Investment Advisors LLC | 0.06% | Reduce -3.4% | 7,214 | $979K |
| Bank of New York Mellon Corp | 0.00% | Add +19.9% | 7,208 | $978K |
| Northwest Bancshares, Inc. | 0.19% | Reduce -0.2% | 7,184 | $975K |
| WealthShield Partners, LLC | 0.11% | Add +0.3% | 7,169 | $973K |
| JSF Financial, LLC | 0.19% | Add +0.6% | 7,133 | $968K |
| WealthBridge Capital Management, LLC | 0.22% | Add +174.0% | 7,081 | $961K |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | No change | 7,069 | $959K |
| Kintra Wealth, LLC | 0.07% | Add +90.8% | 7,056 | $958K |
| Patten & Patten Inc. | 0.06% | Reduce -4.9% | 7,009 | $951K |
| Wedbush Securities Inc. | 0.03% | Reduce -3.5% | 6,991 | $949K |
| Van Hulzen Asset Management, LLC | 0.07% | Reduce -0.1% | 6,981 | $947K |
| Kathmere Capital Management, LLC | 0.06% | New | 6,926 | $940K |
| KFA Private Wealth Group, LLC | 0.23% | Reduce -3.2% | 6,920 | $939K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +55.1% | 6,882 | $934K |
| SouthState Bank Corp | 0.04% | Reduce -10.5% | 6,849 | $930K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -19.5% | 6,933 | $929K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 6,842 | $929K |
| Tacita Capital Inc | 0.55% | Reduce -5.7% | 6,840 | $928K |
| Apollon Financial, LLC | 0.13% | No change | 6,810 | $924K |
| Amplius Wealth Advisors, LLC | 0.08% | No change | 6,674 | $906K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -7.1% | 6,652 | $903K |
| Jacobi Capital Management LLC | 0.05% | Add +1.5% | 6,649 | $902K |
| Aspiriant, LLC | 0.03% | Add +3.6% | 6,604 | $896K |
| Spirepoint Private Client, LLC | 0.09% | Add +5.0% | 6,595 | $895K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +27.1% | 6,518 | $885K |
| Climber Capital SA | 0.58% | No change | 6,500 | $882K |
| Northern Trust Corp. | 0.00% | Add +42.9% | 6,438 | $874K |
| Evoke Wealth, LLC | 0.02% | No change | 6,430 | $873K |
| Philadelphia Trust Co. | 0.06% | No change | 6,417 | $871K |
| Renaissance Technologies | 0.00% | Reduce -50.4% | 6,400 | $869K |
| Stephens Inc. | 0.01% | Add +2.2% | 6,398 | $868K |
| NorthRock Partners, LLC | 0.01% | Add +553.3% | 31,764 | $862K |
| Leavell Investment Management, Inc. | 0.03% | No change | 6,271 | $851K |
| Beto Financial Group, LLC | 0.49% | New | 31,337 | $843K |
| Private Trust Co. NA | 0.08% | Add +0.8% | 6,199 | $841K |
| American Wealth Advisors, LLC | 0.87% | Add +0.2% | 6,170 | $837K |
| Money Concepts Capital Corp. | 0.05% | Add +10.8% | 6,127 | $832K |
| Human Investing LLC | 0.12% | Add +2.9% | 6,073 | $824K |
| Vicus Capital | 0.06% | Add +0.4% | 6,044 | $820K |
| Clearstead Advisors, LLC | 0.01% | Reduce -6.9% | 5,985 | $812K |
| Quantum Portfolio Management LLC | 0.35% | Add +98.3% | 5,979 | $811K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Add +7.0% | 5,969 | $810K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +3.0% | 5,948 | $807K |
| Lanark Financial, Inc. | 0.06% | Reduce -23.0% | 5,888 | $799K |
| Black Diamond Financial, LLC | 0.09% | No change | 5,865 | $796K |
| Midwest Trust Co | 0.01% | Reduce -4.0% | 5,816 | $789K |
| Pps&v Asset Management Consultants, Inc. | 0.48% | Add +9.1% | 5,802 | $788K |
| SHP Wealth Management | 0.06% | Reduce -4.2% | 5,803 | $788K |
| Gallagher Capital Advisors, LLC | 0.53% | New | 28,988 | $787K |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.9% | 5,793 | $786K |
| Bank of Nova Scotia | 0.00% | No change | 5,729 | $778K |
| Inspirion Wealth Advisors, LLC | 0.10% | Reduce -2.6% | 5,697 | $773K |
| Breachway Investments LLC | 0.74% | Add +4.7% | 5,746 | $770K |
| Dudley Capital Management, LLC | 0.34% | No change | 5,661 | $768K |
| GWN Securities Inc. | 0.15% | Add +4.8% | 5,606 | $761K |
| Milestone Asset Management Group, LLC | 0.44% | Add +16.0% | 5,543 | $752K |
| Woodmont Investment Counsel LLC | 0.05% | Add +1.9% | 5,507 | $747K |
| Crusonia Wealth Advisors LLC | 0.15% | No change | 5,503 | $747K |
| Chapin Davis, Inc. | 0.17% | No change | 5,486 | $745K |
| Investment Partners Asset Management, Inc. | 0.46% | Reduce -1.5% | 5,464 | $742K |
| Independent Financial Group, LLC | 0.02% | Add +28.8% | 5,414 | $735K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Reduce -18.4% | 5,378 | $730K |
| Lazard Asset Management LLC | 0.00% | No change | 5,300 | $719K |
| Spire Wealth Management | 0.02% | Reduce -0.7% | 5,299 | $719K |
| RFG Advisory, LLC | 0.01% | Add +13.4% | 5,298 | $719K |
| CIBC Bancorp USA Inc. | 0.00% | — | 5,158 | $700K |
| PFG Advisors | 0.03% | Add +66.3% | 5,097 | $692K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +45.0% | 5,091 | $691K |
| Silverlake Wealth Management LLC | 0.14% | Add +19.9% | 5,025 | $682K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,990 | $677K |
| Retirement Planning Group, LLC | 0.02% | Add +111.6% | 4,979 | $676K |
| Focus Financial Network, Inc. | 0.02% | Reduce -7.6% | 4,962 | $673K |
| David J Yvars Group | 0.38% | Reduce -0.9% | 4,947 | $671K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -20.9% | 4,922 | $668K |
| Index Technologies Group LLC | 0.73% | Add +98.0% | 4,915 | $667K |
| Investment Partners, LTD. | 0.24% | Add +0.0% | 4,902 | $665K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -5.6% | 4,843 | $657K |
| Tectonic Advisors LLC | 0.03% | No change | 4,839 | $657K |
| Destination Wealth Management | 0.02% | Reduce -1.8% | 4,791 | $650K |
| Helium Advisors LLC | 0.62% | Reduce -5.5% | 4,790 | $650K |
| ShoreHaven Wealth Partners, LLC | 0.23% | New | 4,784 | $649K |
| Tannin Capital LLC | 0.47% | New | 4,766 | $647K |
| Compound Planning, Inc. | 0.02% | Add +10.6% | 4,765 | $647K |
| Everpar Advisors LLC | 0.22% | Reduce -6.5% | 4,745 | $644K |
| Sovereign Financial Group, Inc. | 0.11% | Reduce -10.8% | 4,711 | $639K |
| CFM Wealth Partners LLC | 0.10% | Add +59.8% | 4,709 | $639K |
| Chatterton & Associates Inc. | 0.44% | Add +4.2% | 4,679 | $634K |
| Trust Point Inc. | 0.05% | No change | 4,622 | $627K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +6.0% | 4,612 | $626K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.9% | 4,557 | $618K |
| Trust Co | 0.06% | No change | 4,523 | $614K |
| Strategic Financial Concepts, LLC | 0.15% | Add +166.8% | 4,453 | $604K |
| PMG Wealth Management, Inc. | 0.43% | Reduce -2.4% | 4,440 | $603K |
| Savant Capital, LLC | 0.00% | Reduce -6.6% | 4,436 | $602K |
| CGN Advisors LLC | 0.05% | Reduce -2.9% | 4,393 | $596K |
| Capital Investment Advisors, LLC | 0.01% | Add +18.4% | 4,379 | $594K |
| Symphony Financial, Ltd. Co. | 0.08% | Add +18.7% | 4,356 | $591K |
| Birchcreek Wealth Management, LLC | 0.28% | Reduce -3.1% | 4,328 | $587K |
| Olde Wealth Management, LLC | 0.19% | No change | 4,322 | $586K |
| Invst, LLC | 0.07% | New | 4,295 | $583K |
| Western Wealth Management, LLC | 0.02% | Add +5.6% | 21,473 | $583K |
| Brooks, Moore & Associates, Inc. | 0.29% | Add +2.4% | 4,294 | $583K |
| Summit Wealth & Retirement Planning, Inc. | 0.14% | Add +2.7% | 4,220 | $573K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +93.8% | 4,199 | $570K |
| Beacon Financial Advisory LLC | 0.13% | Add +148.7% | 4,186 | $568K |
| Fort Sheridan Advisors LLC | 0.07% | Add +0.3% | 4,116 | $559K |
| Flagstar Securities, Inc. | 0.20% | Reduce -11.5% | 4,100 | $557K |
| Quadrant Private Wealth Management, LLC | 0.09% | New | 4,047 | $549K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.0% | 4,024 | $546K |
| Meridian Management Co. | 0.14% | No change | 4,000 | $543K |
| Navis Wealth Advisors, LLC | 0.28% | No change | 3,984 | $541K |
| Clear Harbor Asset Management, LLC | 0.04% | No change | 3,964 | $538K |
| 1 North Wealth Services LLC | 0.19% | Add +1.9% | 3,940 | $535K |
| GC Wealth Management RIA, LLC | 0.02% | No change | 3,911 | $531K |
| Pacific Sun Financial Corp | 0.26% | No change | 3,909 | $531K |
| Coastal Bridge Advisors, LLC | 0.04% | Reduce -4.3% | 3,908 | $530K |
| Baring Financial LLC | 0.32% | Add +0.4% | 3,901 | $529K |
| Hengehold Capital Management LLC | 0.05% | Add +0.2% | 3,831 | $520K |
| WealthPlan Investment Management, LLC | 0.03% | New | 3,775 | $512K |
| Apella Capital, LLC | 0.01% | New | 3,801 | $509K |
| Zullo Investment Group, Inc. | 0.19% | No change | 3,750 | $509K |
| Bluespring Wealth Management, LLC | 0.04% | Reduce -3.5% | 3,738 | $507K |
| Equitable Trust Co. | 0.02% | No change | 3,738 | $507K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.4% | 3,691 | $501K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.10% | Add +77.0% | 3,677 | $499K |
| HCR Wealth Advisors | 0.05% | Reduce -10.1% | 3,644 | $495K |
| Richwood Investment Advisors, LLC | 0.38% | Add +390.6% | 18,190 | $494K |
| Steinberganna Wealth Management | 0.24% | Reduce -5.3% | 3,636 | $493K |
| Rik Saylor Financial, Inc. | 0.37% | Add +0.1% | 3,635 | $493K |
| EFG International AG | 0.01% | Add +1710.0% | 3,620 | $491K |
| Flputnam Investment Management Co. | 0.01% | Reduce -21.5% | 3,613 | $490K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -5.0% | 3,610 | $490K |
| Abundance Wealth Counselors | 0.07% | Reduce -6.6% | 3,605 | $489K |
| Firestone Capital Management | 0.10% | No change | 3,600 | $489K |
| Shum Financial Group, Inc. | 0.34% | Add +4.9% | 3,588 | $487K |
| Sunbeam Capital Management, LLC | 0.28% | New | 3,587 | $487K |
| Naples Global Advisors, LLC | 0.04% | No change | 3,567 | $484K |
| Perennial Investment Advisors, LLC | 0.04% | Add +5.7% | 3,542 | $481K |
| Roman Butler Fullerton & Co. | 0.13% | Reduce -45.8% | 3,551 | $479K |
| Cary Street Partners Financial LLC | 0.01% | Add +5.4% | 3,531 | $479K |
| Greenline Partners, LLC | 0.05% | No change | 3,496 | $474K |
| Pursue Wealth Partners LLC | 0.28% | No change | 3,495 | $474K |
| Shepherd Financial Partners LLC | 0.04% | Reduce -3.7% | 3,490 | $474K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 3,866 | $470K |
| Eley Financial Management, Inc | 0.17% | Reduce -0.2% | 3,459 | $469K |
| Citizens National Bank Trust Department | 0.08% | Add +14.2% | 3,454 | $469K |
| Oakmont Advisory Group, LLC | 0.48% | Reduce -3.2% | 3,449 | $468K |
| Valley National Advisers Inc. | 0.06% | Add +3.5% | 3,454 | $468K |
| Brookstone Capital Management | 0.01% | Add +24.0% | 3,436 | $466K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -4.9% | 3,436 | $465K |
| Founders Financial Securities LLC | 0.03% | Reduce -11.2% | 3,409 | $462K |
| Interchange Capital Partners, LLC | 0.15% | Add +18.7% | 3,805 | $461K |
| Larson Financial Group LLC | 0.01% | Add +151.9% | 3,390 | $460K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -11.3% | 3,377 | $458K |
| TrueWealth Advisors, LLC | 0.12% | No change | 3,372 | $458K |
| Cadent Capital Advisors, LLC | 0.12% | New | 3,370 | $457K |
| Snowwater Investment Partners, LLC | 0.43% | No change | 3,350 | $455K |
| Compass Financial Services Inc | 0.20% | No change | 3,331 | $452K |
| Sageworth Trust Co | 0.02% | No change | 3,321 | $451K |
| Phoenix Wealth Advisors | 0.18% | Reduce -3.3% | 3,311 | $449K |
| Evelyn Partners Asset Management Ltd | 0.11% | No change | 3,304 | $448K |
| Tennessee Valley Asset Management Partners | 0.06% | Reduce -13.2% | 3,290 | $447K |
| Alpha Omega Wealth Management LLC | 0.07% | No change | 3,280 | $445K |
| OakTrust Wealth Advisors, LLC | 0.41% | No change | 3,278 | $445K |
| Premier Private Wealth Management LLC | 0.47% | No change | 3,256 | $442K |
| Tsfg, LLC | 0.07% | Add +1.3% | 3,235 | $439K |
| Cypress Wealth Services, LLC | 0.06% | Add +0.1% | 3,226 | $438K |
| Bogart Wealth, LLC | 0.02% | Reduce -44.0% | 3,220 | $437K |
| Hanover Advisors Inc. | 0.18% | No change | 3,199 | $434K |
| Cathy Pareto & Associates, Inc. | 0.29% | Add +3.1% | 3,185 | $432K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 3,182 | $432K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 3,154 | $428K |
| Circle Wealth Management, LLC | 0.01% | No change | 3,144 | $427K |
| Mission Creek Capital Partners, Inc. | 0.08% | Reduce -18.4% | 3,123 | $424K |
| AlphaStar Capital Management, LLC | 0.03% | Add +0.2% | 3,080 | $418K |
| Urban Wealth Management, LLC | 0.43% | No change | 3,079 | $418K |
| New England Private Wealth Advisors LLC | 0.05% | No change | 3,077 | $418K |
| Fiduciary Trust Co | 0.00% | Reduce -7.9% | 3,067 | $416K |
| Optivise Advisory Services LLC | 0.25% | New | 3,066 | $416K |
| Sfmg, LLC | 0.03% | Add +0.6% | 3,046 | $413K |
| Ameriflex Group, Inc. | 0.21% | Reduce -2.1% | 3,039 | $412K |
| Skyline Advisors, Inc. | 0.14% | New | 3,032 | $412K |
| Barrett & Company, Inc. | 0.14% | Add +0.3% | 3,023 | $410K |
| Diversified Trust Co. | 0.01% | No change | 3,011 | $409K |
| WBH Advisory Inc. | 0.03% | Reduce -4.3% | 3,038 | $407K |
| Synergy Investment Management, LLC | 0.13% | New | 2,991 | $406K |
| Becker Capital Management Inc. | 0.01% | Reduce -10.5% | 2,986 | $405K |
| M3 Wealth Management, LLC | 0.31% | New | 2,983 | $405K |
| HBK Sorce Advisory LLC | 0.01% | Add +380.7% | 15,060 | $404K |
| Brighton Jones LLC | 0.01% | New | 2,968 | $403K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -34.4% | 2,950 | $400K |
| Intrepid Financial Planning Group LLC | 0.16% | Reduce -77.2% | 2,947 | $400K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.3% | 2,946 | $400K |
| Gen-Wealth Partners Inc | 0.12% | No change | 2,904 | $394K |
| Central Valley Advisors, LLC | 0.11% | New | 2,862 | $388K |
| Flagship Wealth Advisors, LLC | 0.17% | Reduce -0.8% | 3,313 | $388K |
| Madison Wealth Partners, Inc | 0.06% | Reduce -16.4% | 2,841 | $386K |
| Integrity Advisory Solutions, LLC | 0.05% | Add +3.0% | 2,828 | $384K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.1% | 2,818 | $382K |
| Summit Financial, LLC | 0.00% | Add +15.8% | 2,806 | $381K |
| South Plains Financial, Inc. | 0.22% | No change | 2,805 | $381K |
| Seeds Investor LLC | 0.05% | New | 2,835 | $379K |
| Eagle Strategies LLC | 0.05% | Reduce -15.4% | 2,784 | $378K |
| Betterment LLC | 0.00% | Add +10.9% | 2,767 | $375K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -71.0% | 2,763 | $375K |
| Maridea Wealth Management LLC | 0.05% | Add +35.6% | 2,745 | $373K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -0.0% | 2,739 | $372K |
| HBW Advisory Services LLC | 0.04% | Add +0.6% | 2,736 | $371K |
| Alpha Financial Partners LLC | 0.22% | Add +0.6% | 2,734 | $371K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +0.4% | 2,720 | $369K |
| Smith, Moore & Co. | 0.03% | No change | 2,720 | $369K |
| Main Street Financial Solutions, LLC | 0.03% | Add +3.3% | 2,704 | $367K |
| Cpwa, LLC | 0.44% | — | 13,556 | $367K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.8% | 2,698 | $366K |
| Strategic Blueprint, LLC | 0.02% | New | 2,683 | $364K |
| NewEdge Wealth, LLC | 0.00% | Reduce -88.6% | 2,675 | $363K |
| GDS Wealth Management | 0.02% | Reduce -1.9% | 2,674 | $363K |
| Shira Ridge Wealth Management | 0.14% | No change | 2,636 | $358K |
| Verdence Capital Advisors LLC | 0.02% | Add +19.9% | 2,635 | $358K |
| Atlatl Advisers LLC | 0.26% | No change | 2,613 | $355K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 2,602 | $353K |
| Financial Insights, Inc. | 0.11% | No change | 2,527 | $343K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 2,554 | $342K |
| LGL Partners, LLC | 0.14% | New | 2,516 | $341K |
| Smith Salley Wealth Management | 0.02% | Add +0.6% | 2,512 | $341K |
| SeaCrest Wealth Management, LLC | 0.04% | New | 2,508 | $340K |
| Keystone Financial Group | 0.02% | New | 2,500 | $339K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 2,495 | $339K |
| Continuum Advisory, LLC | 0.03% | Add +0.8% | 2,478 | $336K |
| Arta Finance Wealth Management LLC | 0.16% | Add +37.3% | 2,457 | $333K |
| Essex Bank | 0.07% | No change | 2,427 | $329K |
| Lloyd Advisory Services, LLC. | 0.09% | New | 2,410 | $327K |
| Kingdom Financial Group LLC. | 0.09% | Add +1.8% | 2,410 | $327K |
| Dopkins Wealth Management, LLC | 0.13% | New | 2,407 | $327K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 2,405 | $326K |
| Sterling Investment Advisors LLC | 0.15% | Add +0.3% | 2,372 | $322K |
| Rydar Equities, Inc. | 0.25% | Add +28.0% | 2,356 | $320K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -0.6% | 2,404 | $319K |
| Edgestream Partners, L.P. | 0.01% | New | 2,338 | $317K |
| AdvisorNet Financial, Inc | 0.02% | Add +31.9% | 2,324 | $315K |
| BCS Wealth Management | 0.06% | Reduce -56.0% | 2,319 | $315K |
| ICONIQ Capital, LLC | 0.01% | No change | 11,565 | $314K |
| Verus Capital Partners, LLC | 0.02% | No change | 2,312 | $314K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -0.1% | 2,310 | $314K |
| Valued Retirements, Inc. | 0.30% | No change | 2,298 | $312K |
| Uptick Partners, LLC | 0.06% | Add +33.4% | 2,290 | $311K |
| Deutsche Bank AG | 0.00% | Reduce -6.3% | 2,276 | $309K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 2,275 | $308K |
| Signal Advisors Wealth, LLC | 0.02% | New | 2,268 | $308K |
| Gradient Investments LLC | 0.00% | Reduce -1.3% | 2,264 | $307K |
| Obsidian Cio, LLC | 0.27% | Add +377.9% | 2,246 | $305K |
| Financial Partners Group, Inc | 0.04% | New | 2,237 | $304K |
| Visionary Wealth Advisors | 0.01% | Reduce -0.2% | 2,216 | $301K |
| Moors & Cabot, Inc. | 0.01% | Reduce -2.6% | 2,202 | $299K |
| Chemistry Wealth Management LLC | 0.05% | No change | 2,176 | $295K |
| Patton Albertson Miller Group, LLC | 0.03% | No change | 2,152 | $292K |
| Hamrick Investment Counsel, llc | 0.16% | Reduce -13.3% | 2,150 | $292K |
| NWF Advisory Services Inc. | 0.03% | No change | 2,124 | $288K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -11.2% | 2,118 | $287K |
| Means Investment Co., Inc. | 0.03% | Reduce -13.9% | 2,112 | $287K |
| Realta Investment Advisors | 0.10% | Add +16.6% | 2,101 | $285K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -6.5% | 2,100 | $285K |
| Bison Wealth, LLC | 0.03% | Add +400.1% | 10,441 | $284K |
| Avantra Family Wealth, Inc. | 0.21% | New | 2,085 | $283K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Reduce -0.1% | 2,073 | $281K |
| OneAscent Financial Services LLC | 0.01% | Reduce -8.0% | 2,041 | $277K |
| Register Financial Advisors LLC | 0.10% | Add +11.3% | 2,031 | $276K |
| Harbor Group, Inc. | 0.04% | No change | 2,029 | $275K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 2,028 | $275K |
| Mather Group, Llc. | 0.00% | No change | 2,022 | $274K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -5.4% | 2,013 | $273K |
| Consilio Wealth Advisors, LLC | 0.08% | No change | 2,011 | $273K |
| Marshall Financial Group, LLC | 0.04% | No change | 2,010 | $273K |
| STAR Financial Bank | 0.13% | Reduce -92.8% | 2,008 | $273K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Reduce -10.0% | 1,978 | $268K |
| Foundations Investment Advisors, LLC | 0.00% | Add +18.0% | 1,968 | $267K |
| TopTier Wealth Management, LLC | 0.16% | No change | 1,954 | $265K |
| Marino, Stram & Associates LLC | 0.05% | Add +0.1% | 1,952 | $265K |
| Huntleigh Advisors, Inc. | 0.05% | Add +1.0% | 1,944 | $264K |
| International Assets Investment Management, LLC | 0.02% | Add +6.7% | 1,964 | $263K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,928 | $262K |
| Fiduciary Alliance LLC | 0.02% | Add +9.3% | 1,951 | $260K |
| San Luis Wealth Advisors LLC | 0.04% | Add +0.6% | 1,910 | $259K |
| Note Advisors, LLC | 0.13% | Reduce -25.1% | 1,897 | $257K |
| KTF Investments, LLC | 0.04% | No change | 1,894 | $257K |
| Plan A Wealth LLC | 0.12% | No change | 1,893 | $257K |
| Midwestern Financial, LLC | 0.20% | Add +0.6% | 1,883 | $256K |
| Clearstead Trust, LLC | 0.04% | No change | 1,865 | $253K |
| SigFig Wealth Management, LLC | 0.01% | New | 1,865 | $253K |
| Kelly Financial Group LLC | 0.06% | No change | 1,862 | $253K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -3.0% | 1,845 | $250K |
| Indiana Trust & Investment Management Co | 0.08% | No change | 1,841 | $250K |
| SageView Advisory Group, LLC | 0.01% | Reduce -32.1% | 1,835 | $249K |
| Novem Group | 0.03% | Add +1.1% | 1,827 | $248K |
| Covenant Asset Management, LLC | 0.05% | No change | 1,823 | $247K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.07% | Reduce -18.6% | 1,817 | $247K |
| Impact Partnership Wealth, LLC | 0.03% | Reduce -16.0% | 1,816 | $246K |
| Accel Wealth Management | 0.06% | Reduce -5.0% | 1,811 | $246K |
| Pines Wealth Management, LLC | 0.08% | Reduce -4.1% | 1,799 | $244K |
| Salvus Wealth Management, LLC | 0.14% | No change | 1,795 | $244K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 1,790 | $243K |
| Cascade Financial Partners, LLC | 0.02% | No change | 1,780 | $242K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 1,775 | $241K |
| Ascent Group, LLC | 0.01% | New | 1,771 | $240K |
| PDS Planning, Inc | 0.02% | Add +4.2% | 1,771 | $240K |
| Fortress Financial Group, LLC | 0.18% | New | 1,768 | $240K |
| Ameritas Advisory Services, LLC | 0.01% | New | 1,765 | $240K |
| Whalerock Point Partners, LLC | 0.05% | No change | 1,756 | $238K |
| Whittier Trust Co. | 0.00% | No change | 1,754 | $236K |
| GM Advisory Group, LLC | 0.01% | New | 1,736 | $236K |
| Storen Legacy Partners, LLC | 0.07% | Add +4.6% | 1,732 | $235K |
| Lantern Wealth Advisors, LLC | 0.12% | New | 1,730 | $235K |
| Round Rock Advisors LLC | 0.04% | Reduce -22.4% | 1,727 | $234K |
| Baker Tilly Wealth Management, LLC | 0.06% | No change | 1,711 | $232K |
| Valued Wealth Advisors LLC | 0.09% | No change | 1,709 | $232K |
| Detalus Advisors, LLC | 0.05% | New | 1,685 | $229K |
| Concentrum Wealth Management | 0.07% | Reduce -38.4% | 1,681 | $228K |
| Abacus Planning Group, Inc. | 0.03% | No change | 1,661 | $225K |
| Brick & Kyle, Associates | 0.07% | New | 1,653 | $224K |
| Commerce Bank | 0.00% | New | 1,649 | $224K |
| TRB Wealth Management, LLC | 0.03% | — | 1,646 | $223K |
| Shared Vision Wealth Group LLC | 0.09% | Reduce -4.9% | 1,637 | $222K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 1,632 | $221K |
| Empower Advisory Group, LLC | 0.00% | New | 1,616 | $219K |
| Liberty Wealth Management LLC | 0.03% | New | 1,616 | $219K |
| Bingham Private Wealth, LLC | 0.17% | New | 1,614 | $219K |
| Swmg, LLC | 0.06% | No change | 1,613 | $219K |
| KPP Advisory Services LLC | 0.03% | New | 1,609 | $218K |
| AlphaCore Capital LLC | 0.01% | Reduce -9.8% | 1,601 | $217K |
| Benchmark Financial Wealth Advisors, LLC | 0.06% | New | 1,593 | $216K |
| Palisade Asset Management, LLC | 0.02% | New | 1,589 | $216K |
| HUB Investment Partners, LLC | 0.01% | New | 1,585 | $215K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 1,584 | $215K |
| Security Financial Services, INC. | 0.03% | New | 1,582 | $215K |
| Meramec Financial Planners, LLC | 0.09% | Add +0.6% | 1,607 | $214K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -22.2% | 1,574 | $214K |
| Rwa Wealth Partners, LLC | 0.00% | New | 1,571 | $213K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -6.5% | 1,569 | $213K |
| Belpointe Asset Management LLC | 0.01% | New | 1,557 | $211K |
| Integrated Capital Management, LLC | 0.09% | New | 1,530 | $208K |
| Penney Financial, LLC | 0.08% | New | 1,525 | $207K |
| WealthSpring Partners, LLC | 0.19% | New | 1,515 | $206K |
| Joel Isaacson & Co., LLC | 0.01% | New | 1,515 | $206K |
| Woodward Diversified Capital, LLC | 0.09% | New | 1,535 | $206K |
| Seven Springs Wealth Group, LLC | 0.05% | New | 1,500 | $204K |
| Vertex Planning Partners, LLC | 0.04% | Reduce -34.5% | 1,495 | $203K |
| Arbor Trust Wealth Advisors, LLC | 0.09% | New | 1,488 | $202K |
| Christensen, King & Associates Investment Services, Inc. | 0.09% | New | 1,488 | $202K |
| Live Oak Investment Partners | 0.12% | New | 1,474 | $200K |
| Rossby Financial, LCC | 0.04% | New | 1,461 | $196K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.1% | 1,432 | $194K |
| Acropolis Investment Management, LLC | 0.01% | New | 1,425 | $193K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Add +5.8% | 1,416 | $192K |
| Centaurus Financial, Inc. | 0.01% | Add +37.1% | 1,387 | $188K |
| Colonial Trust Co / SC | 0.03% | Reduce -17.6% | 1,375 | $186K |
| John A. Wolfe & Associates, Inc. | 0.28% | New | 1,340 | $182K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +729.3% | 1,244 | $169K |
| Manchester Capital Management LLC | 0.02% | No change | 1,166 | $158K |
| Paladin Advisory Group, LLC | 0.12% | No change | 1,159 | $157K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +16342.9% | 1,151 | $156K |
| Nalls Sherbakoff Group, LLC | 0.11% | No change | 1,150 | $156K |
| Dunhill Financial, LLC | 0.04% | Reduce -21.3% | 1,138 | $154K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.2% | 1,082 | $147K |
| Golden State Wealth Management, LLC | 0.02% | Add +5.6% | 1,062 | $144K |
| Westfuller Advisors, LLC | 0.06% | Add +0.7% | 1,043 | $141K |
| New Republic Capital, LLC | 0.05% | No change | 1,000 | $136K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 948 | $129K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -0.1% | 944 | $128K |
| Cheviot Value Management, LLC | 0.01% | No change | 894 | $121K |
| CVA Family Office, LLC | 0.01% | No change | 885 | $120K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -64.6% | 875 | $119K |
| Triumph Capital Management | 0.02% | Reduce -25.0% | 868 | $118K |
| Intentional Wealth Strategies, LLC | 0.11% | — | 848 | $115K |
| UMB Bank, n.a. | 0.00% | Add +38.8% | 840 | $114K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 834 | $113K |
| Cornerstone Planning Group LLC | 0.01% | Add +447.6% | 4,118 | $112K |
| Blue Trust, Inc. | 0.00% | No change | 822 | $112K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 820 | $111K |
| Nova Wealth Management, Inc. | 0.07% | Add +0.5% | 787 | $107K |
| LRI Investments, LLC | 0.01% | No change | 720 | $98K |
| Financial Connections Group, Inc. | 0.03% | No change | 715 | $97K |
| Rothschild Investment LLC | 0.01% | No change | 710 | $96K |
| North Star Investment Management Corp. | 0.01% | No change | 700 | $95K |
| Vision Retirement, LLC | 0.03% | Reduce -33.5% | 666 | $90K |
| Ballast Advisors LLC | 0.03% | New | 662 | $90K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 870 | $89K |
| Salem Investment Counselors Inc. | 0.00% | New | 633 | $86K |
| Salomon & Ludwin, LLC | 0.01% | No change | 625 | $84K |
| Glassman Wealth Services | 0.01% | Add +0.5% | 616 | $84K |
| Key Financial Inc | 0.01% | No change | 573 | $78K |
| Eastern Bank | 0.00% | No change | 545 | $74K |
| Founders Financial Alliance, LLC | 0.01% | Add +677.1% | 544 | $74K |
| Legacy Wealth Managment, LLC | 0.04% | No change | 542 | $74K |
| Essential Investment Partners LLC | 0.07% | No change | 525 | $71K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Reduce -5.8% | 506 | $69K |
| Three Bearings Fiduciary Advisors, Inc. | 0.07% | No change | 506 | $69K |
| Montag A & Associates Inc. | 0.00% | No change | 501 | $68K |
| Creative Financial Designs Inc. | 0.00% | Add +0.2% | 496 | $67K |
| Fortitude Family Office, LLC | 0.01% | No change | 490 | $67K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Add +0.6% | 490 | $66K |
| True Wealth Design, LLC | 0.02% | No change | 482 | $65K |
| Vanguard Advisers Inc. | 0.00% | — | 458 | $62K |
| Tompkins Financial Corp. | 0.00% | No change | 450 | $61K |
| Hollencrest Capital Management | 0.00% | Reduce -30.8% | 450 | $61K |
| Dynamic Wealth Strategies, LLC | 0.04% | New | 448 | $61K |
| Harbor Asset Planning, Inc. | 0.05% | Add +0.7% | 446 | $61K |
| First Community Trust NA | 0.04% | No change | 435 | $59K |
| Park National Corp. | 0.00% | New | 435 | $59K |
| Syntax Research, Inc. | 0.04% | No change | 415 | $56K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +0.7% | 414 | $56K |
| YANKCOM Partnership | 0.02% | No change | 400 | $54K |
| First Command Advisory Services, Inc. | 0.00% | No change | 390 | $53K |
| Westside Investment Management, Inc. | 0.01% | No change | 387 | $53K |
| Horizon Investments, LLC | 0.00% | Add +84.0% | 1,862 | $51K |
| Russell Investments Group, Ltd. | 0.00% | Add +27.1% | 371 | $50K |
| Clear Investment Research, LLC | 0.08% | New | 359 | $49K |
| Roxbury Financial LLC | 0.04% | Add +0.3% | 358 | $49K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -41.8% | 355 | $48K |
| Rossmore Private Capital | 0.00% | No change | 350 | $48K |
| Caitlin John, LLC | 0.03% | No change | 345 | $47K |
| EPG Wealth Management LLC | 0.01% | New | 323 | $44K |
| Banque Cantonale Vaudoise | 0.00% | No change | 320 | $43K |
| Signaturefd, LLC | 0.00% | Add +393.6% | 306 | $42K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 305 | $41K |
| Avalon Trust Co | 0.00% | No change | 300 | $41K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.7% | 271 | $37K |
| Bellevue Asset Management, LLC | 0.02% | No change | 250 | $34K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 250 | $34K |
| Financial Management Professionals, Inc. | 0.00% | No change | 250 | $34K |
| Tidemark, LLC | 0.01% | Reduce -54.3% | 244 | $33K |
| NFSG Corp | 0.01% | No change | 243 | $33K |
| Mb, Levis & Associates, LLC | 0.01% | Add +0.4% | 228 | $31K |
| Wellington-Altus USA Inc. | 0.02% | Add +400.0% | 1,100 | $30K |
| Community Bank, N.A. | 0.00% | No change | 210 | $29K |
| Merkkuri Wealth Advisors LLC | 0.02% | New | 190 | $26K |
| Vanguard National Trust Co | 0.00% | — | 180 | $24K |
| MBM Wealth Consultants, LLC | 0.01% | New | 175 | $24K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +400.0% | 825 | $23K |
| Hanson & Doremus Investment Management | 0.00% | No change | 164 | $22K |
| Global Trust Asset Management, LLC | 0.01% | No change | 159 | $22K |
| Bear Mountain Capital, Inc. | 0.01% | Add +0.7% | 156 | $21K |
| Bullock Wealth Management Group | 0.01% | Add +0.7% | 152 | $20K |
| GAMMA Investing LLC | 0.00% | No change | 146 | $20K |
| CENTRAL TRUST Co | 0.00% | No change | 133 | $18K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.8% | 131 | $18K |
| Seneschal Advisors, LLC | 0.01% | No change | 130 | $18K |
| Rakuten Securities, Inc. | 0.01% | Add +9.7% | 124 | $17K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 120 | $16K |
| Grove Bank & Trust | 0.00% | No change | 120 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +400.0% | 580 | $16K |
| Eukles Asset Management | 0.01% | No change | 113 | $15K |
| Johnson Financial Group, Inc. | 0.00% | No change | 112 | $15K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 109 | $15K |
| RHL Group, LLC | 0.01% | New | 108 | $15K |
| Root Financial Partners, LLC | 0.00% | No change | 105 | $14K |
| JPL Wealth Management, LLC | 0.00% | New | 102 | $14K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 100 | $14K |
| Asset Dedication, LLC | 0.00% | No change | 100 | $14K |
| Gleason Group, Inc. | 0.00% | Add +1.0% | 97 | $13K |
| Sankala Group LLC | 0.01% | No change | 91 | $12K |
| Hickory Point Bank & Trust | 0.01% | New | 90 | $12K |
| Trask Adam Roland | 0.01% | — | 89 | $12K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 92 | $12K |
| Providence Capital Advisors, LLC | 0.00% | No change | 84 | $11K |
| Gables Capital Management Inc. | 0.00% | No change | 415 | $11K |
| Front Row Advisors LLC | 0.00% | No change | 80 | $11K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 80 | $11K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 75 | $10K |
| REAP Financial Group, LLC | 0.00% | No change | 75 | $10K |
| Ascentis Independent Advisors | 0.00% | New | 75 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 78 | $10K |
| Lodestone Wealth Management LLC | 0.00% | No change | 71 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 64 | $9K |
| Birchwood Financial Partners, Inc. | 0.01% | No change | 63 | $9K |
| Roble, Belko & Company, Inc | 0.00% | No change | 60 | $8K |
| Versant Capital Management, Inc | 0.00% | No change | 58 | $8K |
| Aviso Financial Inc. | 0.00% | No change | 52 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 50 | $7K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 44 | $6K |
| Miller Capital Partners, Inc. | 0.00% | No change | 40 | $5K |
| West Branch Capital LLC | 0.00% | New | 38 | $5K |
| Sound Income Strategies, LLC | 0.00% | Reduce -81.0% | 34 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 33 | $4K |
| Silicon Valley Capital Partners | 0.00% | No change | 31 | $4K |
| Avion Wealth | 0.00% | No change | 32 | $4K |
| Bernard Wealth Management Corp. | 0.00% | No change | 26 | $4K |
| Strive Financial Group ,LLC | 0.00% | No change | 21 | $3K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -34.4% | 21 | $3K |
| Signature Equity Partners, LLC | 0.00% | New | 20 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 19 | $3K |
| Gould Capital, LLC | 0.00% | No change | 18 | $2K |
| Citigroup Inc. | 0.00% | Reduce -98.8% | 17 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 16 | $2K |
| Portfolio Resources Advisor Group, Inc. | 0.00% | New | 16 | $2K |
| Advocate Investing Services LLC | 0.00% | No change | 15 | $2K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 15 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 14 | $2K |
| Parkside Financial Bank & Trust | 0.00% | New | 10 | $1K |
| Resources Management Corp. /CT/ | 0.00% | No change | 10 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -61.1% | 7 | $954 |
| Hurley Capital, LLC | 0.00% | No change | 5 | $720 |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 2 | $271 |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -99.8% | 1 | $71 |
"% 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.