iShares Core High Dividend EHDVETF
13F holders, Q2 2026 (June 30)888holders +23
68new positions
46sold out
5famous investors
$28.18avg. 13F price*
At the end of Q2 2026, 888 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings, up 23 from Q1 2026. 68 opened new positions and 46 sold out. The largest holders were Bank of America Corp. ($564.1M), Morgan Stanley ($476.1M) and LPL Financial LLC ($462.8M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Core High Dividend E
- CUSIP
- 46429B663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $60.0M |
| Exits | 46 | $58.6M |
All 13F filers, Q1 2026 → Q2 2026: 10,963,412 shares bought and 16,466,244 shares sold, net −5,502,832 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 888 holders
| Bank of America Corp. | 0.04% | Add +0.8% | 20,579,379 | $564.1M |
| Morgan Stanley | 0.03% | Reduce -0.2% | 17,370,883 | $476.1M |
| LPL Financial LLC | 0.10% | Add +1.8% | 16,884,985 | $462.8M |
| UBS Group AG | 0.03% | Add +2.8% | 7,979,758 | $218.7M |
| Alliancebernstein L.P. | 0.07% | Add +4.0% | 1,470,281 | $199.5M |
| Wells Fargo & Company | 0.03% | Reduce -0.2% | 7,016,198 | $192.3M |
| JPMorgan Chase & Co. | 0.01% | Add +2.4% | 6,638,509 | $183.8M |
| Jones Financial Companies LLLP | 0.07% | Add +20.1% | 6,282,053 | $174.9M |
| Royal Bank of Canada | 0.03% | Reduce -1.1% | 6,338,436 | $173.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +3.1% | 6,135,794 | $168.2M |
| Raymond James Financial Inc. | 0.03% | Reduce -6.5% | 4,529,592 | $124.2M |
| Janney Montgomery Scott LLC | 0.24% | Add +0.4% | 4,486,897 | $123.0M |
| Securian Asset Management, Inc. | 3.62% | No change | 3,569,010 | $100.8M |
| Cetera Investment Advisers | 0.09% | Add +9.0% | 3,542,948 | $97.1M |
| M&T Bank Corp | 0.27% | Add +0.2% | 3,340,337 | $91.6M |
| Commonwealth Equity Services, LLC | 0.11% | Add +1.5% | 3,178,190 | $87.1M |
| BlackRock, Inc. | 0.00% | Reduce -8.3% | 3,147,076 | $86.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -34.4% | 2,959,921 | $81.1M |
| Truist Financial Corp. | 0.09% | No change | 2,883,622 | $79.0M |
| BNP Paribas Financial Markets | 0.04% | Reduce -49.5% | 2,535,010 | $69.5M |
| LBMC Investment Advisors, LLC | 3.45% | Add +0.7% | 2,307,284 | $63.2M |
| Mariner, LLC | 0.06% | Reduce -5.0% | 2,145,662 | $58.8M |
| Osaic Holdings, Inc. | 0.07% | Add +12.9% | 2,088,507 | $57.2M |
| FMR LLC | 0.00% | Reduce -27.7% | 2,050,948 | $56.2M |
| MML Investors Services, LLC | 0.10% | Add +13.0% | 1,721,703 | $47.2M |
| Steward Partners Investment Advisory, LLC | 0.21% | Reduce -3.9% | 1,490,723 | $40.9M |
| Allianz Asset Management GmbH | 0.04% | Reduce -39.8% | 1,377,900 | $37.8M |
| Private Advisor Group, LLC | 0.17% | Add +5.9% | 1,361,188 | $37.3M |
| Townsend & Associates, Inc | 3.15% | Reduce -0.7% | 1,311,868 | $37.0M |
| IFP Advisors, Inc | 0.60% | Add +93.4% | 1,219,092 | $33.4M |
| Regimen Wealth, LLC | 8.89% | Add +2.3% | 1,203,858 | $33.0M |
| SBI Securities Co., Ltd. | 0.74% | Reduce -2.0% | 1,180,822 | $32.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +3.0% | 1,151,334 | $31.9M |
| Kestra Advisory Services, LLC | 0.10% | Add +7.5% | 1,101,619 | $30.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -16.5% | 1,080,660 | $29.6M |
| Aptus Capital Advisors, LLC | 0.20% | Add +14103.1% | 1,016,944 | $27.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +8.2% | 992,912 | $27.2M |
| VAUGHAN & Co SECURITIES, INC. | 11.63% | Add +0.2% | 910,132 | $24.9M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -11.4% | 894,746 | $24.5M |
| Sweeney & Michel, LLC | 6.32% | Add +6.9% | 836,134 | $24.1M |
| Simmons Bank | 1.36% | Reduce -0.9% | 872,596 | $23.9M |
| Atwater Malick LLC | 5.14% | Add +21.9% | 860,904 | $23.6M |
| Kohmann Bosshard Financial Services, LLC | 1.97% | Add +3.3% | 845,826 | $23.2M |
| Stifel Financial Corp. | 0.02% | Add +2.1% | 842,993 | $23.1M |
| Fifth Third Bancorp | 0.04% | Reduce -1.6% | 826,398 | $22.7M |
| HB Wealth Management, LLC | 0.13% | Reduce -2.5% | 819,098 | $22.5M |
| Wharton Business Group, LLC | 0.73% | Reduce -16.9% | 799,575 | $21.9M |
| Waverly Advisors, LLC | 0.13% | Reduce -2.0% | 791,070 | $21.7M |
| Creative Planning | 0.01% | No change | 765,835 | $21.0M |
| Integrated Wealth Concepts LLC | 0.12% | Add +311.7% | 692,567 | $19.0M |
| Cerity Partners LLC | 0.02% | Reduce -12.3% | 684,558 | $18.8M |
| Columbia River Financial Group, LLC | 9.30% | Reduce -0.6% | 632,009 | $17.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +13.6% | 622,619 | $17.1M |
| McElhenny Sheffield Capital Management, LLC | 4.21% | New | 620,715 | $17.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.5% | 608,957 | $16.7M |
| Franklin Resources Inc. | 0.00% | Add +120.8% | 594,785 | $16.3M |
| Lantz Financial LLC | 2.94% | Add +2.2% | 585,336 | $16.0M |
| Adirondack Capital Advisors, LLC | 8.38% | Add +3.6% | 570,043 | $15.6M |
| Glenmede Trust Co. NA | 0.06% | Add +1.8% | 532,000 | $14.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Add +5.8% | 503,597 | $13.8M |
| Kapstone Financial Advisors LLC | 5.72% | Add +0.4% | 498,717 | $13.7M |
| Wealthspire Advisors, LLC | 0.07% | Reduce -3.2% | 487,499 | $13.4M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -30.9% | 480,585 | $13.2M |
| Global Strategic Investment Solutions, LLC | 1.18% | Add +0.4% | 479,931 | $13.2M |
| Courier Capital LLC | 0.65% | Add +2.4% | 477,335 | $13.1M |
| Atria Investments, Inc | 0.13% | Add +17.5% | 475,848 | $13.0M |
| Captrust Financial Advisors | 0.02% | Reduce -0.5% | 475,468 | $13.0M |
| Advisory Services Network, LLC | 0.14% | Reduce -53.2% | 461,508 | $12.6M |
| NTV Asset Management LLC | 1.23% | Add +1.6% | 458,277 | $12.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.42% | Reduce -2.3% | 439,320 | $12.0M |
| Lido Advisors, LLC | 0.04% | Add +5.3% | 410,680 | $11.3M |
| FAS Wealth Partners, Inc. | 0.58% | Reduce -10.3% | 402,591 | $11.0M |
| Base Wealth Management LLC | 4.85% | Add +7.6% | 380,207 | $10.4M |
| Smithfield Trust Co | 0.41% | Reduce -0.5% | 376,569 | $10.3M |
| Beaumont Financial Advisors, LLC | 0.65% | Reduce -0.5% | 374,778 | $10.3M |
| Financial Perspectives, Inc | 2.50% | No change | 374,187 | $10.3M |
| Maltin Wealth Management, Inc. | 3.20% | Add +9.3% | 349,061 | $9.6M |
| Forefront Analytics, LLC | 10.21% | Add +0.7% | 342,756 | $9.4M |
| Global Retirement Partners, LLC | 0.14% | — | 336,832 | $9.2M |
| Regions Financial Corp. | 0.06% | Add +3.8% | 336,191 | $9.2M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Reduce -1.6% | 333,872 | $9.2M |
| Money Concepts Capital Corp. | 0.41% | Add +965.1% | 326,297 | $8.9M |
| Gotham Asset Management | 0.02% | No change | 323,140 | $8.9M |
| Gallagher Fiduciary Advisors, LLC | 0.28% | Add +30.5% | 313,524 | $8.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.4% | 304,531 | $8.3M |
| Godfrey Financial Associates, Inc. | 6.38% | Add +0.1% | 304,349 | $8.3M |
| Sanctuary Advisors, LLC | 0.04% | Add +2.6% | 299,888 | $8.2M |
| Principal Securities, Inc. | 0.10% | Add +25.7% | 298,144 | $8.2M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +27.1% | 296,320 | $8.1M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -2.8% | 293,870 | $8.1M |
| Cowa, LLC | 2.13% | Add +0.3% | 287,720 | $7.9M |
| DAVENPORT & Co LLC | 0.04% | Reduce -76.7% | 285,061 | $7.8M |
| Equitable Holdings, Inc. | 0.05% | Add +9.7% | 284,502 | $7.8M |
| Arax Advisory Partners | 0.05% | Add +182.3% | 281,487 | $7.7M |
| Sigma Planning Corp | 0.19% | Reduce -2.4% | 279,010 | $7.6M |
| Gray Private Wealth, LLC | 3.30% | Add +4.2% | 278,649 | $7.6M |
| Old National Bancorp | 0.15% | Reduce -1.8% | 273,540 | $7.5M |
| Corient Private Wealth LP | 0.01% | Add +13.5% | 271,194 | $7.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.4% | 269,724 | $7.4M |
| Bank of Montreal | 0.00% | Add +2.1% | 265,075 | $7.3M |
| Citizens Financial Group Inc. | 0.09% | Reduce -0.8% | 260,006 | $7.1M |
| Advisor OS, LLC | 0.47% | Reduce -2.1% | 259,472 | $7.1M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -4.5% | 255,394 | $7.0M |
| Foundry Financial Group, Inc. | 3.01% | Add +4.5% | 254,210 | $7.0M |
| &partners | 0.03% | Reduce -3.9% | 253,401 | $6.9M |
| MJP Associates Inc. | 0.76% | Reduce -0.2% | 252,467 | $6.9M |
| Members Capital Advisors Inc. | 5.85% | — | 248,675 | $6.8M |
| Virtue Capital Management, LLC | 0.88% | New | 241,147 | $6.6M |
| Summit Wealth Partners, LLC | 0.94% | Reduce -1.4% | 240,773 | $6.6M |
| Chatham Capital Group, Inc. | 0.83% | Add +19.7% | 237,590 | $6.5M |
| Paller Financial Services Inc | 4.73% | Add +4.8% | 230,773 | $6.3M |
| Cibc World Market Inc. | 0.01% | Reduce -1.0% | 228,901 | $6.3M |
| Aureum Wealth Management, LLC | 3.80% | Add +21.3% | 223,474 | $6.1M |
| Cornerstone Planning, LLC | 1.39% | Add +0.8% | 219,625 | $6.0M |
| Natixis Advisors, LLC | 0.01% | Add +17.1% | 216,393 | $5.9M |
| Capital Advisors, Ltd. LLC | 0.59% | Add +1.6% | 213,758 | $5.9M |
| IHT Wealth Management, LLC | 0.12% | Add +10.0% | 211,757 | $5.8M |
| NewEdge Advisors, LLC | 0.02% | Add +12.6% | 208,811 | $5.7M |
| JB Capital LLC | 0.19% | Add +36.7% | 204,080 | $5.6M |
| Embree Financial Group | 0.55% | Add +7.7% | 201,347 | $5.5M |
| Farrow Financial, Inc. | 2.91% | Add +0.9% | 198,603 | $5.4M |
| Blake Schutter Theil Wealth Advisors, LLC | 3.66% | Add +13.9% | 197,526 | $5.4M |
| Regatta Capital Group, LLC | 0.71% | Add +14.6% | 193,852 | $5.3M |
| Arkadios Wealth Advisors | 0.08% | Add +20.9% | 193,560 | $5.3M |
| Viaable, LLC | 4.32% | — | 189,809 | $5.2M |
| Kensington Asset Management, LLC | 0.28% | Add +59.0% | 188,695 | $5.2M |
| Kingsview Wealth Management, LLC | 0.06% | Add +18.2% | 188,590 | $5.2M |
| Houlihan Financial Resource Group, Ltd. | 1.84% | Reduce -0.2% | 188,448 | $5.2M |
| Strategic Family Wealth Counselors, L.L.C. | 1.20% | Add +0.6% | 187,624 | $5.1M |
| AtlasMark Financial, Inc | 2.52% | Add +18.1% | 186,551 | $5.1M |
| Blair William & Co. | 0.01% | Reduce -2.3% | 184,444 | $5.1M |
| Brandywine Oak Private Wealth LLC | 0.38% | No change | 183,493 | $5.0M |
| Flagship Harbor Advisors, LLC | 0.19% | Add +2.9% | 182,284 | $5.0M |
| Focus Partners Wealth | 0.01% | Add +10.0% | 177,235 | $4.9M |
| IFG Advisory, LLC | 0.17% | New | 175,483 | $4.8M |
| Assetmark, Inc. | 0.01% | Reduce -4.1% | 170,098 | $4.7M |
| Godsey & Gibb, Inc. | 0.38% | Add +0.7% | 169,863 | $4.7M |
| American Financial & Tax Strategies Inc. | 2.07% | Reduce -0.6% | 167,400 | $4.6M |
| Shulman DeMeo Asset Management LLC | 0.84% | Reduce -3.6% | 163,436 | $4.5M |
| Capital Advisors Wealth Management, LLC | 0.52% | Add +11.2% | 162,111 | $4.4M |
| Cahill Financial Advisors Inc. | 0.42% | Reduce -0.7% | 160,794 | $4.4M |
| Wolff Financial Management LLC | 0.87% | Add +0.3% | 159,370 | $4.4M |
| J2 Capital Management Inc | 2.94% | Reduce -2.6% | 159,275 | $4.4M |
| Independent Solutions Wealth Management, LLC | 0.56% | Add +3.8% | 156,463 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -79.8% | 155,363 | $4.3M |
| Harbour Investments, Inc. | 0.06% | Add +0.5% | 155,283 | $4.3M |
| MAI Capital Management | 0.02% | Add +23.5% | 151,254 | $4.1M |
| Allworth Financial LP | 0.02% | Reduce -1.7% | 148,186 | $4.1M |
| Connecticut Wealth Management, LLC | 0.15% | No change | 148,025 | $4.1M |
| Allen Investment Management, LLC | 0.05% | No change | 145,975 | $4.0M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -0.2% | 145,863 | $4.0M |
| Gallagher Capital Advisors, LLC | 2.28% | Add +0.3% | 145,302 | $4.0M |
| Gladstone Institutional Advisory LLC | 0.12% | Add +2.2% | 143,326 | $3.9M |
| AQR Capital Management | 0.00% | Add +1.7% | 140,342 | $3.8M |
| D.A. Davidson & Co. | 0.02% | Add +1.4% | 138,897 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.3% | 137,445 | $3.8M |
| Nottingham Advisors, Inc. | 0.45% | Reduce -66.6% | 44,561 | $3.8M |
| Mayflower Financial Advisors, LLC | 0.32% | Add +0.2% | 134,695 | $3.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.46% | Reduce -0.2% | 132,302 | $3.6M |
| Diversify Advisory Services, LLC | 0.06% | New | 124,327 | $3.6M |
| Diversify Wealth Management, LLC | 0.06% | Reduce -78.6% | 124,327 | $3.6M |
| High Point Wealth Management, LLC | 2.98% | Add +1.0% | 130,155 | $3.6M |
| Beacon Financial Group | 0.32% | Reduce -5.1% | 126,975 | $3.5M |
| Burke & Herbert Bank & Trust Co. | 0.86% | Reduce -1.5% | 126,555 | $3.5M |
| Bessemer Group Inc. | 0.00% | Reduce -6.2% | 125,875 | $3.5M |
| National Bank of Canada | 0.00% | Add +0.5% | 125,003 | $3.4M |
| World Investment Advisors | 0.06% | Reduce -72.5% | 35,845 | $3.4M |
| Valeo Financial Advisors, LLC | 0.07% | Reduce -0.8% | 122,830 | $3.4M |
| Investment Research Partners LLC | 1.14% | Reduce -4.5% | 122,482 | $3.4M |
| CRA Financial Services, LLC | 0.38% | No change | 120,651 | $3.3M |
| GTS Securities LLC | 0.07% | New | 120,556 | $3.3M |
| Wealth Management Associates, Inc. | 0.90% | Add +2.0% | 119,144 | $3.3M |
| Auto-Owners Insurance Co | 0.07% | No change | 119,000 | $3.3M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Add +0.3% | 118,065 | $3.2M |
| PlanVest Financial, Inc | 2.15% | Add +6.0% | 117,358 | $3.2M |
| Park Avenue Securities LLC | 0.02% | Add +10.5% | 114,327 | $3.1M |
| GSG Advisors LLC | 0.69% | Reduce -2.4% | 113,825 | $3.1M |
| High Net Worth Advisory Group LLC | 0.65% | Reduce -0.7% | 111,976 | $3.1M |
| Gerald Baker Financial Group LLC | 0.87% | Add +11.4% | 111,092 | $3.0M |
| Ironwood Financial, llc | 0.47% | Add +2.1% | 106,403 | $3.0M |
| FC Advisory LLC | 0.78% | Add +1.1% | 107,781 | $3.0M |
| Morton Brown Family Wealth, LLC | 0.67% | Reduce -2.6% | 107,643 | $3.0M |
| Merit Financial Group, LLC | 0.02% | Reduce -44.4% | 106,815 | $2.9M |
| 1900 Wealth Management LLC | 0.16% | Reduce -1.4% | 106,530 | $2.9M |
| Calamos Wealth Management LLC | 0.09% | Add +16.7% | 106,225 | $2.9M |
| Tidal Investments LLC | 0.01% | New | 105,698 | $2.9M |
| Scotia Capital Inc. | 0.01% | Add +0.5% | 105,170 | $2.9M |
| American State Bank (Iowa) | 1.17% | Reduce -1.9% | 105,028 | $2.9M |
| Capital Squared Financial LLC | 1.88% | Add +10.8% | 104,916 | $2.9M |
| Smartleaf Asset Management LLC | 0.09% | Reduce -80.0% | 101,266 | $2.8M |
| Indivisible Partners | 0.16% | Reduce -3.6% | 102,237 | $2.8M |
| Frisch Financial Group, Inc. | 0.48% | Reduce -5.6% | 101,589 | $2.8M |
| Formidable Asset Management, LLC | 0.44% | Reduce -77.1% | 20,444 | $2.8M |
| Klingman & Associates, LLC | 0.12% | Reduce -0.2% | 100,967 | $2.8M |
| Texas Capital Bank Wealth Management Services Inc | 0.15% | Reduce -0.1% | 100,915 | $2.8M |
| Atlas Private Wealth Advisors | 0.60% | Reduce -1.5% | 99,878 | $2.7M |
| Csenge Advisory Group | 0.11% | Add +7.8% | 99,529 | $2.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +34.4% | 99,085 | $2.7M |
| Jefferies Financial Group Inc. | 0.03% | Add +6.0% | 98,704 | $2.7M |
| Valmark Advisers, Inc. | 0.03% | Add +4.1% | 97,997 | $2.7M |
| Norden Group LLC | 0.22% | Add +1.1% | 97,665 | $2.7M |
| Bernardo Wealth Planning LLC | 0.45% | No change | 97,153 | $2.7M |
| WCG Wealth Advisors LLC | 0.06% | Reduce -5.5% | 96,758 | $2.7M |
| Shrier Wealth Management, LLC | 0.90% | Add +14.5% | 96,107 | $2.6M |
| Western Wealth Management, LLC | 0.09% | Reduce -11.0% | 95,580 | $2.6M |
| Ridgecrest Wealth Partners, LLC | 1.26% | Reduce -1.1% | 95,357 | $2.6M |
| Broussard Financial Group LLC | 2.08% | Reduce -49.9% | 94,829 | $2.6M |
| Johnson Investment Counsel Inc. | 0.02% | Add +4.6% | 94,810 | $2.6M |
| Keystone Financial Planning, Inc. | 0.67% | Reduce -7.9% | 94,568 | $2.6M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Reduce -1.6% | 91,490 | $2.6M |
| Goldstone Financial Group, LLC | 0.23% | Reduce -6.2% | 92,907 | $2.5M |
| EP Wealth Advisors, LLC | 0.01% | Add +92.9% | 92,653 | $2.5M |
| Ellis Investment Partners, LLC | 0.38% | No change | 92,478 | $2.5M |
| TruNorth Capital Management, LLC | 0.41% | No change | 92,435 | $2.5M |
| Sowell Financial Services LLC | 0.08% | Reduce -2.0% | 91,501 | $2.5M |
| Sagespring Wealth Partners, LLC | 0.04% | Reduce -4.5% | 91,477 | $2.5M |
| KOM Wealth Management Group, LLC | 1.51% | Reduce -15.6% | 91,188 | $2.5M |
| Transcend Capital Advisors, LLC | 0.17% | No change | 90,304 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +169.4% | 89,609 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -3.8% | 89,134 | $2.4M |
| Sowa Financial Group, Inc. | 1.14% | Reduce -14.3% | 89,118 | $2.4M |
| Crews Bank & Trust | 0.32% | Reduce -1.9% | 89,015 | $2.4M |
| Concord Wealth Partners | 0.27% | Add +3.9% | 87,377 | $2.4M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -1.5% | 86,893 | $2.4M |
| Apex Wealth Management, LLC | 1.45% | Add +0.7% | 86,747 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Add +2.6% | 86,690 | $2.4M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.4% | 83,336 | $2.4M |
| Investment Advisory Group, LLC | 0.51% | Reduce -2.0% | 86,195 | $2.4M |
| HFG Advisors, Inc. | 1.47% | Reduce -3.7% | 86,061 | $2.4M |
| Choreo, LLC | 0.03% | No change | 85,021 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -5.3% | 84,338 | $2.3M |
| Liberty Square Wealth Partners LLC | 0.55% | No change | 84,000 | $2.3M |
| Quantinno Capital Management LP | 0.00% | Reduce -8.2% | 83,497 | $2.3M |
| Raelipskie Partnership | 0.86% | Reduce -0.3% | 83,065 | $2.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | No change | 82,875 | $2.3M |
| Fiduciary Group, LLC | 0.18% | Reduce -5.9% | 82,665 | $2.3M |
| MCF Advisors LLC | 0.08% | Reduce -4.3% | 82,131 | $2.3M |
| AMG National Trust Bank | 0.05% | Reduce -43.4% | 81,541 | $2.2M |
| LOM Asset Management Ltd | 0.58% | Add +0.7% | 81,234 | $2.2M |
| Targeted Financial Services LLC | 1.64% | No change | 80,995 | $2.2M |
| Woodstock Corp. | 0.18% | No change | 80,900 | $2.2M |
| Onyx Bridge Wealth Group LLC | 0.20% | Reduce -0.5% | 80,241 | $2.2M |
| StoneX Group Inc. | 0.09% | Add +9.6% | 79,220 | $2.2M |
| S&A Financial Services, Inc. | 1.31% | Add +20.1% | 78,203 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -1.4% | 78,002 | $2.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -11.8% | 77,332 | $2.1M |
| Integrity Alliance, Llc. | 0.07% | Add +4.0% | 76,921 | $2.1M |
| AE Wealth Management LLC | 0.01% | Reduce -18.7% | 76,633 | $2.1M |
| Harbor Investment Advisory, LLC | 0.15% | Reduce -2.6% | 76,627 | $2.1M |
| Rehmann Capital Advisory Group | 0.10% | Reduce -1.3% | 76,705 | $2.1M |
| Rakuten Investment Management, Inc. | 0.01% | Reduce -55.3% | 74,410 | $2.1M |
| Howe & Rusling Inc. | 0.12% | Add +7.0% | 74,185 | $2.0M |
| Cooper Financial Group | 0.17% | Reduce -0.4% | 73,773 | $2.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -80.1% | 72,265 | $2.0M |
| Kovack Advisors, Inc. | 0.10% | Reduce -51.4% | 72,251 | $2.0M |
| Verity Asset Management, Inc. | 0.74% | Reduce -0.7% | 71,523 | $2.0M |
| ProVise Management Group, LLC | 0.13% | Reduce -0.5% | 70,013 | $1.9M |
| RDA Financial Network | 0.42% | Reduce -0.6% | 69,838 | $1.9M |
| Regal Investment Advisors LLC | 0.10% | Reduce -1.7% | 69,566 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +2.4% | 68,616 | $1.9M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -46.7% | 67,676 | $1.9M |
| Collective Family Office LLC | 0.38% | Reduce -1.9% | 67,650 | $1.9M |
| Decker Retirement Planning Inc. | 0.63% | Add +11.5% | 67,029 | $1.8M |
| NCM Capital Management, LLC | 0.56% | No change | 66,711 | $1.8M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.5% | 66,471 | $1.8M |
| Avail Investment Partners, LLC | 1.40% | Reduce -1.1% | 66,424 | $1.8M |
| Argent Trust Co | 0.05% | Add +3.1% | 66,165 | $1.8M |
| Continuum Advisory, LLC | 0.15% | Add +428.7% | 65,507 | $1.8M |
| Atlas Legacy Advisors, LLC | 0.26% | Reduce -19.5% | 64,780 | $1.8M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -15.9% | 64,757 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Add +9.7% | 64,136 | $1.8M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -3.6% | 63,925 | $1.8M |
| Biondo Investment Advisors, LLC | 0.21% | Add +2.2% | 63,838 | $1.7M |
| Per Stirling Capital Management, LLC. | 0.17% | Add +0.6% | 63,605 | $1.7M |
| Mutual Advisors, LLC | 0.03% | Add +1.6% | 63,300 | $1.7M |
| PFG Investments, LLC | 0.07% | Reduce -4.0% | 62,940 | $1.7M |
| Cornerstone Advisors Asset Management, LLC | 0.22% | Add +1.0% | 62,438 | $1.7M |
| Bauman Advisory Group, LLC | 0.90% | Add +20.4% | 62,313 | $1.7M |
| Straight Path Wealth Management | 0.40% | Add +35.5% | 62,143 | $1.7M |
| Aft, Forsyth & Company, Inc. | 0.81% | Reduce -10.7% | 61,677 | $1.7M |
| Independent Wealth Advisors LLC | 1.52% | Add +3.5% | 61,449 | $1.7M |
| Wellspring Financial Advisors, LLC | 0.11% | Add +0.7% | 61,365 | $1.7M |
| Flow Traders U.S. LLC | 0.07% | New | 61,189 | $1.7M |
| Invested Advisors | 1.48% | Reduce -0.3% | 60,948 | $1.7M |
| Jackson, Grant Investment Advisers, Inc. | 0.51% | Add +0.7% | 60,152 | $1.6M |
| M3 Wealth Management, LLC | 1.07% | Add +301.5% | 59,889 | $1.6M |
| Anchor Investment Management, LLC | 0.12% | Add +0.9% | 59,045 | $1.6M |
| Madden Advisory Services, Inc. | 0.58% | Reduce -2.7% | 58,990 | $1.6M |
| Evercore Wealth Management, LLC | 0.02% | Add +9.5% | 58,960 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.6% | 58,144 | $1.6M |
| ICONIQ Capital, LLC | 0.05% | No change | 57,825 | $1.6M |
| Fifth Third Securities, Inc. | 0.09% | Add +7.0% | 56,755 | $1.6M |
| Parallel Advisors, LLC | 0.02% | Add +5.3% | 56,551 | $1.6M |
| Triad Wealth Partners, LLC | 0.09% | Reduce -26.6% | 53,817 | $1.5M |
| Ieq Capital, LLC | 0.01% | Add +0.2% | 56,111 | $1.5M |
| CoreCap Advisors, LLC | 0.05% | Reduce -1.8% | 56,087 | $1.5M |
| Ancora Advisors LLC | 0.03% | Reduce -0.7% | 55,683 | $1.5M |
| SOA Wealth Advisors, LLC. | 0.26% | Reduce -3.8% | 55,349 | $1.5M |
| Operose Advisors LLC | 0.29% | Add +4.0% | 55,276 | $1.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Reduce -12.2% | 55,261 | $1.5M |
| 180 Wealth Advisors, LLC | 0.15% | Reduce -2.8% | 54,616 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Add +10.0% | 54,133 | $1.5M |
| Krilogy Financial LLC | 0.04% | Reduce -0.5% | 54,053 | $1.5M |
| Cora Capital Advisors LLC | 0.42% | No change | 53,971 | $1.5M |
| Beacon Bank & Trust | 0.28% | Reduce -5.3% | 52,660 | $1.4M |
| Clifford Swan Investment Counsel LLC | 0.05% | No change | 52,615 | $1.4M |
| Quadcap Wealth Management, LLC | 0.14% | Reduce -0.9% | 51,507 | $1.4M |
| Cornell Pochily Investment Advisors, Inc. | 0.37% | No change | 50,421 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50,385 | $1.4M |
| Citigroup Inc. | 0.00% | Add +58795.3% | 50,061 | $1.4M |
| Avestar Capital, LLC | 0.08% | No change | 50,000 | $1.4M |
| One Capital Management, LLC | 0.04% | Reduce -80.0% | 10,002 | $1.4M |
| Patten Group, Inc. | 0.21% | Add +7.9% | 49,400 | $1.4M |
| Walkner Condon Financial Advisors LLC | 0.15% | Reduce -0.7% | 48,590 | $1.3M |
| Prosperity Consulting Group, LLC | 0.05% | Add +0.3% | 48,334 | $1.3M |
| Pettyjohn, Wood & White, Inc. | 0.19% | Reduce -0.4% | 48,100 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -7.3% | 47,889 | $1.3M |
| Hohimer Wealth Management, LLC | 0.14% | Reduce -8.9% | 47,868 | $1.3M |
| Weaver Consulting Group | 0.27% | Reduce -3.0% | 47,228 | $1.3M |
| Talisman Wealth Advisors LLC | 0.96% | No change | 47,161 | $1.3M |
| MV Capital Management, Inc. | 0.11% | Add +4.6% | 46,521 | $1.3M |
| Archer Investment Corp | 0.24% | No change | 46,118 | $1.3M |
| Cove Private Wealth, LLC | 0.25% | No change | 46,095 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.7% | 45,609 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Reduce -0.8% | 45,281 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 45,186 | $1.2M |
| Parsons Capital Management Inc. | 0.06% | Reduce -1.1% | 45,050 | $1.2M |
| ADG Wealth Management Group, LLC | 0.78% | Add +1.7% | 45,039 | $1.2M |
| Mission Wealth Management, LP | 0.02% | Add +11.9% | 45,030 | $1.2M |
| KFA Private Wealth Group, LLC | 0.29% | Add +27.6% | 44,146 | $1.2M |
| Integrated Advisors Network LLC | 0.06% | Add +8.0% | 43,862 | $1.2M |
| Claro Advisors Inc. | 0.13% | Reduce -1.2% | 43,670 | $1.2M |
| Sunbeam Capital Management, LLC | 0.54% | Add +141.0% | 43,229 | $1.2M |
| D. E. Shaw & Co. | 0.00% | New | 42,920 | $1.2M |
| Planning Strategies Inc. | 0.74% | — | 42,918 | $1.2M |
| First Heartland Consultants, Inc. | 0.07% | Add +1.5% | 42,143 | $1.2M |
| Caldwell Trust Co | 0.09% | No change | 42,125 | $1.2M |
| Noble Family Wealth, LLC | 0.21% | Add +1.8% | 41,975 | $1.2M |
| Independent Financial Group, LLC | 0.02% | Add +54.3% | 41,774 | $1.1M |
| Thompson David Blair | 0.57% | Reduce -9.4% | 41,382 | $1.1M |
| Lakeshore Capital Group, Inc. | 0.84% | Reduce -1.5% | 41,247 | $1.1M |
| NBT Bank, N.A. | 0.07% | Reduce -12.9% | 40,790 | $1.1M |
| Romano Brothers and Company | 0.11% | No change | 40,325 | $1.1M |
| Sage Financial Group Inc. | 0.06% | No change | 40,106 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -1.8% | 39,824 | $1.1M |
| Genesis Private Wealth, LLC | 0.31% | Add +0.3% | 39,685 | $1.1M |
| Curi Capital, LLC | 0.02% | No change | 39,488 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.05% | Add +8.9% | 39,456 | $1.1M |
| LongView Wealth Management | 0.28% | Add +1.1% | 39,380 | $1.1M |
| Teamwork Financial Advisors, LLC | 0.10% | Reduce -1.5% | 39,336 | $1.1M |
| Advus Financial Partners, LLC | 0.24% | Reduce -59.6% | 39,311 | $1.1M |
| Sunesis Advisors, LLC | 0.45% | No change | 39,295 | $1.1M |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 39,235 | $1.1M |
| Cresta Advisors, Ltd. | 0.38% | Reduce -7.8% | 39,053 | $1.1M |
| Kintra Wealth, LLC | 0.06% | Add +3.1% | 36,392 | $1.1M |
| WealthShield Partners, LLC | 0.16% | Add +7.8% | 38,627 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.8% | 38,495 | $1.1M |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -9.4% | 38,460 | $1.1M |
| Provenance Wealth Advisors, LLC | 0.10% | No change | 38,350 | $1.1M |
| SouthState Bank Corp | 0.04% | Add +10.1% | 37,710 | $1.0M |
| Tacita Capital Inc | 0.56% | Add +10.2% | 37,700 | $1.0M |
| Mgo One Seven LLC | 0.02% | Add +3.0% | 37,628 | $1.0M |
| White Pine Capital LLC | 0.24% | Add +0.3% | 37,465 | $1.0M |
| Capital Analysts, LLC | 0.02% | No change | 37,290 | $1.0M |
| US Bancorp \de | 0.00% | Add +2.7% | 37,062 | $1.0M |
| WealthBridge Capital Management, LLC | 0.20% | Add +4.4% | 36,950 | $1.0M |
| Collaborative Wealth Managment Inc. | 0.42% | Reduce -0.2% | 36,305 | $995K |
| JSF Financial, LLC | 0.16% | Add +0.7% | 35,899 | $984K |
| Soltis Investment Advisors LLC | 0.06% | Reduce -0.9% | 35,752 | $980K |
| Northwest Bancshares, Inc. | 0.18% | Reduce -0.5% | 35,735 | $979K |
| Albion Financial Group | 0.06% | Reduce -2.6% | 35,643 | $977K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | No change | 35,345 | $969K |
| Vise Technologies, Inc. | 0.01% | New | 35,178 | $964K |
| Patten & Patten Inc. | 0.05% | No change | 35,045 | $961K |
| Van Hulzen Asset Management, LLC | 0.07% | Reduce -0.2% | 34,840 | $955K |
| Apollon Financial, LLC | 0.11% | Add +1.9% | 34,700 | $951K |
| Kathmere Capital Management, LLC | 0.05% | No change | 34,630 | $949K |
| Dudley Capital Management, LLC | 0.38% | Add +22.0% | 34,544 | $947K |
| Element Wealth, LLC | 0.36% | Reduce -7.1% | 34,446 | $944K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -3.2% | 33,550 | $941K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | No change | 34,181 | $937K |
| Simplicity Wealth,LLC | 0.03% | New | 34,082 | $934K |
| Aspiriant, LLC | 0.02% | Add +2.1% | 33,701 | $924K |
| Amplius Wealth Advisors, LLC | 0.07% | No change | 33,370 | $915K |
| Fifth Third Wealth Advisors LLC | 0.03% | Reduce -3.9% | 33,086 | $907K |
| Spirepoint Private Client, LLC | 0.07% | No change | 32,980 | $904K |
| Jacobi Capital Management LLC | 0.04% | Reduce -0.9% | 32,930 | $903K |
| Climber Capital SA | 0.54% | No change | 32,500 | $889K |
| GWN Securities Inc. | 0.15% | Add +15.5% | 32,374 | $887K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.1% | 32,220 | $883K |
| Philadelphia Trust Co. | 0.06% | No change | 32,085 | $879K |
| Beto Financial Group, LLC | 0.46% | Reduce -80.1% | 31,172 | $878K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -12.9% | 31,948 | $876K |
| NorthRock Partners, LLC | 0.01% | Reduce -79.9% | 31,940 | $875K |
| Everpar Advisors LLC | 0.25% | Add +33.6% | 31,690 | $869K |
| Beam Wealth Advisors, Inc. | 0.19% | New | 31,246 | $856K |
| Northern Trust Corp. | 0.00% | Reduce -3.1% | 31,195 | $855K |
| Vicus Capital | 0.06% | Add +2.9% | 31,084 | $852K |
| American Wealth Advisors, LLC | 0.80% | Add +0.6% | 31,044 | $851K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -2.2% | 30,655 | $840K |
| Symphony Financial, Ltd. Co. | 0.09% | Add +38.8% | 30,237 | $837K |
| Investment Partners Asset Management, Inc. | 0.47% | Add +11.4% | 30,429 | $834K |
| Human Investing LLC | 0.11% | No change | 30,366 | $832K |
| Private Trust Co. NA | 0.07% | Reduce -2.1% | 30,358 | $832K |
| Ameritas Advisory Services, LLC | 0.02% | Add +242.3% | 30,207 | $828K |
| Clearstead Advisors, LLC | 0.01% | No change | 29,925 | $820K |
| SHP Wealth Management | 0.06% | Add +3.0% | 29,891 | $819K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -64.7% | 29,483 | $808K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Reduce -1.2% | 29,375 | $805K |
| Black Diamond Financial, LLC | 0.07% | No change | 29,325 | $804K |
| Pps&v Asset Management Consultants, Inc. | 0.43% | No change | 29,011 | $795K |
| First Manhattan Co. Llc. | 0.00% | No change | 28,965 | $794K |
| Milestone Asset Management Group, LLC | 0.40% | Add +4.2% | 28,891 | $792K |
| Bank of Nova Scotia | 0.00% | No change | 28,645 | $785K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -5.9% | 28,094 | $770K |
| Concentrum Wealth Management | 0.18% | Add +232.0% | 27,903 | $765K |
| Summit Wealth & Retirement Planning, Inc. | 0.16% | Add +32.0% | 27,861 | $764K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 27,533 | $755K |
| Crusonia Wealth Advisors LLC | 0.12% | No change | 27,515 | $754K |
| Inspirion Wealth Advisors, LLC | 0.09% | Reduce -3.5% | 27,483 | $753K |
| Chapin Davis, Inc. | 0.13% | No change | 27,430 | $752K |
| Raleigh Capital Management Inc. | 0.24% | New | 27,420 | $752K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +5.4% | 26,821 | $735K |
| Wedbush Securities Inc. | 0.02% | Reduce -23.5% | 26,749 | $733K |
| Spire Wealth Management | 0.02% | No change | 26,495 | $726K |
| Flagstar Securities, Inc. | 0.22% | Add +28.9% | 26,415 | $724K |
| Trust Point Inc. | 0.06% | Add +11.7% | 25,819 | $708K |
| LGL Partners, LLC | 0.26% | Add +104.6% | 25,742 | $706K |
| Bank of New York Mellon Corp | 0.00% | Reduce -28.7% | 25,707 | $705K |
| NewEdge Wealth, LLC | 0.01% | Add +91.7% | 25,638 | $703K |
| Focus Financial Network, Inc. | 0.02% | Add +1.6% | 25,198 | $691K |
| Daymark Wealth Partners, LLC | 0.02% | Add +3.8% | 25,132 | $689K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -2.8% | 25,078 | $687K |
| Two Sigma Securities, LLC | 0.06% | New | 24,880 | $682K |
| RFG Advisory, LLC | 0.01% | Reduce -6.7% | 24,715 | $677K |
| Quantum Portfolio Management LLC | 0.24% | Reduce -17.4% | 24,687 | $677K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.2% | 24,551 | $673K |
| Savant Capital, LLC | 0.00% | Add +10.6% | 24,540 | $673K |
| Investment Partners, LTD. | 0.21% | No change | 24,516 | $672K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +16.5% | 24,467 | $671K |
| Capital Investment Advisors, LLC | 0.01% | Add +11.7% | 24,455 | $670K |
| Silverlake Wealth Management LLC | 0.13% | Reduce -4.0% | 24,112 | $661K |
| Helium Advisors LLC | 0.55% | Add +0.6% | 24,091 | $660K |
| David J Yvars Group | 0.32% | Reduce -2.9% | 24,022 | $658K |
| Destination Wealth Management | 0.02% | No change | 23,955 | $657K |
| Tectonic Advisors LLC | 0.03% | Reduce -1.6% | 23,805 | $652K |
| ShoreHaven Wealth Partners, LLC | 0.20% | Reduce -0.8% | 23,725 | $650K |
| Midwest Trust Co | 0.01% | Reduce -18.9% | 23,570 | $646K |
| Sovereign Financial Group, Inc. | 0.10% | No change | 23,555 | $646K |
| Chatterton & Associates Inc. | 0.38% | No change | 23,395 | $645K |
| Compound Planning, Inc. | 0.02% | Reduce -1.3% | 23,512 | $644K |
| WorthPointe, LLC | 0.16% | New | 23,276 | $638K |
| Birchcreek Wealth Management, LLC | 0.25% | Add +7.4% | 23,235 | $637K |
| Renaissance Technologies | 0.00% | Reduce -28.1% | 23,000 | $630K |
| Cadent Capital Advisors, LLC | 0.13% | Add +35.2% | 22,782 | $624K |
| Tannin Capital LLC | 0.41% | Reduce -4.7% | 22,701 | $622K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -1.8% | 22,637 | $620K |
| WealthPlan Investment Management, LLC | 0.03% | Add +19.2% | 22,491 | $616K |
| Trust Co | 0.06% | Reduce -0.9% | 22,400 | $614K |
| Beacon Financial Advisory LLC | 0.12% | Add +6.6% | 22,306 | $611K |
| PMG Wealth Management, Inc. | 0.38% | No change | 22,200 | $609K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Reduce -17.5% | 22,189 | $608K |
| CGN Advisors LLC | 0.04% | Add +0.5% | 22,080 | $605K |
| Compass Financial Management LLC | 0.07% | — | 21,981 | $603K |
| Brooks, Moore & Associates, Inc. | 0.27% | Add +0.9% | 21,670 | $594K |
| Olde Wealth Management, LLC | 0.17% | No change | 21,610 | $592K |
| Invst, LLC | 0.06% | Reduce -0.5% | 21,367 | $586K |
| Rossby Financial, LCC | 0.11% | Add +191.4% | 21,289 | $584K |
| Roehl & Yi Investment Advisors, LLC | 0.19% | New | 393,167 | $576K |
| Oakmont Advisory Group, LLC | 0.48% | Add +21.4% | 20,931 | $574K |
| CFM Wealth Partners LLC | 0.07% | Reduce -11.6% | 20,810 | $570K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -78.3% | 4,187 | $568K |
| Fort Sheridan Advisors LLC | 0.06% | Add +0.4% | 20,663 | $566K |
| Quadrant Private Wealth Management, LLC | 0.13% | Add +1.6% | 20,560 | $564K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -47.8% | 20,384 | $559K |
| Purewater Capital LLC | 0.40% | New | 20,345 | $558K |
| Index Technologies Group LLC | 0.44% | Reduce -17.5% | 20,276 | $556K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.10% | Add +9.1% | 20,055 | $550K |
| 1 North Wealth Services LLC | 0.18% | Add +1.6% | 20,025 | $549K |
| PFG Advisors | 0.03% | Reduce -21.5% | 20,013 | $549K |
| Meridian Management Co. | 0.12% | No change | 20,000 | $548K |
| Signal Advisors Wealth, LLC | 0.03% | Add +75.8% | 19,930 | $546K |
| Navis Wealth Advisors, LLC | 0.21% | No change | 19,920 | $546K |
| Clear Harbor Asset Management, LLC | 0.03% | No change | 19,820 | $543K |
| Retirement Planning Group, LLC | 0.01% | Reduce -21.3% | 19,592 | $537K |
| Baring Financial LLC | 0.30% | Add +0.4% | 19,582 | $537K |
| Flputnam Investment Management Co. | 0.01% | Add +4.5% | 18,868 | $536K |
| Coastal Bridge Advisors, LLC | 0.03% | No change | 19,557 | $536K |
| Pacific Sun Financial Corp | 0.22% | No change | 19,545 | $536K |
| Stephens Inc. | 0.01% | Reduce -39.1% | 19,490 | $534K |
| Apella Capital, LLC | 0.01% | Reduce -0.2% | 18,960 | $533K |
| Heritage Oak Wealth Advisors LLC | 0.16% | New | 19,196 | $526K |
| Brookstone Capital Management | 0.01% | Add +10.6% | 18,994 | $521K |
| Hengehold Capital Management LLC | 0.04% | Reduce -0.8% | 18,993 | $521K |
| Zullo Investment Group, Inc. | 0.18% | No change | 18,750 | $514K |
| Equitable Trust Co. | 0.02% | No change | 18,690 | $512K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.3% | 18,518 | $508K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +6.0% | 18,216 | $504K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -9.1% | 18,295 | $501K |
| HCR Wealth Advisors | 0.04% | No change | 18,220 | $499K |
| Richwood Investment Advisors, LLC | 0.35% | Reduce -80.0% | 18,190 | $499K |
| Lodestar Private Asset Management LLC | 0.04% | Add +0.6% | 18,162 | $498K |
| Roman Butler Fullerton & Co. | 0.12% | Add +0.2% | 17,785 | $497K |
| Shum Financial Group, Inc. | 0.30% | Add +0.9% | 18,101 | $496K |
| Abundance Wealth Counselors | 0.03% | No change | 18,025 | $494K |
| Firestone Capital Management | 0.09% | No change | 18,000 | $493K |
| Steinberganna Wealth Management | 0.20% | Reduce -2.2% | 17,785 | $487K |
| Arete Wealth Advisors, LLC | 0.03% | New | 17,762 | $487K |
| Detalus Advisors, LLC | 0.09% | Add +110.8% | 17,756 | $487K |
| Bleakley Financial Group, LLC | 0.01% | New | 17,730 | $486K |
| Composition Wealth, LLC | 0.01% | New | 17,635 | $483K |
| Valley National Advisers Inc. | 0.05% | Add +1.8% | 17,584 | $482K |
| Greenline Partners, LLC | 0.05% | No change | 17,480 | $479K |
| Pursue Wealth Partners LLC | 0.27% | No change | 17,475 | $479K |
| Shepherd Financial Partners LLC | 0.04% | No change | 17,450 | $478K |
| Eley Financial Management, Inc | 0.15% | Add +0.9% | 17,445 | $478K |
| Naples Global Advisors, LLC | 0.03% | Reduce -2.2% | 17,435 | $478K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -1.8% | 17,400 | $477K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -1.9% | 17,311 | $474K |
| Rik Saylor Financial, Inc. | 0.31% | Reduce -5.0% | 17,275 | $474K |
| Citizens National Bank Trust Department | 0.07% | No change | 17,270 | $473K |
| Apollon Wealth Management, LLC | 0.01% | Add +86.3% | 17,185 | $471K |
| Founders Financial Securities LLC | 0.02% | No change | 17,045 | $467K |
| Synergy Investment Management, LLC | 0.11% | Add +13.9% | 17,041 | $467K |
| Larson Financial Group LLC | 0.01% | Add +0.4% | 17,018 | $466K |
| TrueWealth Advisors, LLC | 0.10% | No change | 16,860 | $462K |
| Flagship Wealth Advisors, LLC | 0.10% | Add +1.5% | 16,811 | $461K |
| Snowwater Investment Partners, LLC | 0.32% | No change | 16,750 | $459K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +32.9% | 16,666 | $457K |
| GDS Wealth Management | 0.02% | Add +23.9% | 16,572 | $454K |
| Basso Capital Management, L.P. | 0.11% | New | 16,567 | $454K |
| Arwa LLC | 0.19% | New | 15,913 | $451K |
| Phoenix Wealth Advisors | 0.15% | Reduce -1.8% | 16,265 | $446K |
| Fortem Financial Group, LLC | 0.09% | New | 16,265 | $446K |
| Tsfg, LLC | 0.06% | No change | 16,176 | $443K |
| Alpha Omega Wealth Management LLC | 0.07% | Reduce -1.5% | 16,150 | $443K |
| New England Private Wealth Advisors LLC | 0.04% | No change | 15,394 | $443K |
| Trust Co. of Vermont | 0.02% | — | 16,135 | $442K |
| Tennessee Valley Asset Management Partners | 0.05% | Reduce -2.0% | 16,122 | $442K |
| Lanark Financial, Inc. | 0.03% | Reduce -45.4% | 16,081 | $441K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -0.5% | 16,054 | $440K |
| Wealth Alliance, LLC | 0.04% | New | 16,036 | $440K |
| Cathy Pareto & Associates, Inc. | 0.26% | Add +0.5% | 16,000 | $439K |
| Hanover Advisors Inc. | 0.16% | No change | 15,995 | $438K |
| OakTrust Wealth Advisors, LLC | 0.38% | Reduce -2.7% | 15,953 | $437K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 15,910 | $436K |
| Compass Financial Services Inc | 0.16% | Reduce -4.9% | 15,840 | $434K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 15,770 | $433K |
| First American Bank | 0.02% | New | 15,750 | $432K |
| Circle Wealth Management, LLC | 0.01% | No change | 15,720 | $431K |
| Saxony Capital Management, LLC | 0.20% | New | 15,684 | $430K |
| Integrity Advisory Solutions, LLC | 0.04% | Add +10.8% | 15,662 | $429K |
| Summit Financial, LLC | 0.00% | Add +11.6% | 15,659 | $429K |
| Valued Retirements, Inc. | 0.38% | Add +35.6% | 15,577 | $427K |
| Maridea Wealth Management LLC | 0.05% | Add +13.2% | 15,532 | $426K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -80.3% | 14,830 | $425K |
| AlphaStar Capital Management, LLC | 0.03% | Add +0.6% | 15,484 | $424K |
| Ameriflex Group, Inc. | 0.17% | Add +0.6% | 15,289 | $419K |
| Sfmg, LLC | 0.03% | Add +0.1% | 15,252 | $418K |
| Premier Private Wealth Management LLC | 0.36% | Reduce -6.5% | 15,214 | $417K |
| Central Valley Advisors, LLC | 0.11% | Add +5.9% | 15,157 | $415K |
| Barrett & Company, Inc. | 0.12% | Add +0.3% | 15,157 | $415K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -80.7% | 15,067 | $413K |
| Diversified Trust Co. | 0.01% | No change | 15,055 | $413K |
| Urban Wealth Management, LLC | 0.36% | Reduce -2.4% | 15,020 | $412K |
| Succession Financial, Inc. | 0.40% | — | 14,938 | $409K |
| Brighton Jones LLC | 0.01% | Add +0.1% | 14,859 | $407K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.3% | 14,782 | $405K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 14,750 | $404K |
| Fisher Asset Management | 0.00% | New | 14,631 | $401K |
| Intrepid Financial Planning Group LLC | 0.14% | Reduce -1.1% | 14,570 | $399K |
| Gen-Wealth Partners Inc | 0.11% | No change | 14,520 | $398K |
| Foundations Investment Advisors, LLC | 0.00% | Add +45.7% | 14,338 | $393K |
| Madison Wealth Partners, Inc | 0.05% | Add +0.1% | 14,221 | $390K |
| HBW Advisory Services LLC | 0.04% | Add +3.2% | 14,120 | $387K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +1.7% | 14,047 | $385K |
| South Plains Financial, Inc. | 0.21% | No change | 14,025 | $384K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +7.8% | 13,770 | $383K |
| Betterment LLC | 0.00% | Add +1.1% | 13,987 | $383K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +2.5% | 13,933 | $382K |
| HUB Investment Partners, LLC | 0.01% | Add +75.7% | 13,925 | $382K |
| Eagle Strategies LLC | 0.04% | No change | 13,921 | $382K |
| Dopkins Wealth Management, LLC | 0.14% | Add +15.5% | 13,900 | $381K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +2.8% | 13,871 | $380K |
| Fiduciary Trust Co | 0.00% | Reduce -10.2% | 13,775 | $378K |
| Alpha Financial Partners LLC | 0.20% | Add +0.6% | 13,755 | $377K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -3.4% | 13,615 | $373K |
| Smith, Moore & Co. | 0.02% | No change | 13,600 | $373K |
| Hicks Capital Management LLC | 0.30% | New | 13,550 | $371K |
| Cpwa, LLC | 0.43% | Reduce -80.0% | 13,547 | $371K |
| XTX Topco Ltd | 0.00% | Reduce -89.0% | 13,489 | $370K |
| Becker Capital Management Inc. | 0.01% | Reduce -9.9% | 13,445 | $369K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -14.6% | 13,339 | $366K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -3.3% | 13,239 | $363K |
| Verdence Capital Advisors LLC | 0.02% | No change | 13,182 | $361K |
| EFG International AG | 0.01% | Reduce -27.2% | 13,170 | $361K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -22.1% | 13,156 | $361K |
| Seeds Investor LLC | 0.04% | Reduce -8.7% | 12,945 | $355K |
| Rydar Equities, Inc. | 0.20% | Add +6.5% | 12,549 | $354K |
| Skyline Advisors, Inc. | 0.11% | Reduce -15.2% | 12,862 | $353K |
| WBH Advisory Inc. | 0.02% | Reduce -15.5% | 12,839 | $352K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Add +23.8% | 12,835 | $352K |
| Financial Insights, Inc. | 0.09% | No change | 12,635 | $346K |
| Smith Salley Wealth Management | 0.01% | Add +0.6% | 12,633 | $346K |
| Keystone Financial Group | 0.02% | No change | 12,500 | $343K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 12,475 | $342K |
| Arta Finance Wealth Management LLC | 0.15% | Add +1.4% | 12,463 | $342K |
| Shira Ridge Wealth Management | 0.12% | Reduce -5.6% | 12,444 | $341K |
| Kingdom Financial Group LLC. | 0.09% | Add +1.6% | 12,241 | $336K |
| Essex Bank | 0.07% | No change | 12,135 | $332K |
| STAR Financial Bank | 0.13% | Add +19.9% | 12,040 | $330K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 12,020 | $329K |
| Strategic Blueprint, LLC | 0.02% | Reduce -11.0% | 11,939 | $327K |
| Advyzon Investment Management, LLC | 0.02% | New | 11,908 | $326K |
| Sterling Investment Advisors LLC | 0.15% | No change | 11,861 | $325K |
| Atlatl Advisers LLC | 0.08% | Reduce -9.4% | 11,835 | $324K |
| Financial Partners Group, Inc | 0.03% | Add +5.4% | 11,791 | $323K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -13.0% | 11,765 | $322K |
| Interchange Capital Partners, LLC | 0.06% | Reduce -39.0% | 11,610 | $318K |
| Tyche Wealth Partners LLC | 0.04% | Add +0.3% | 11,580 | $317K |
| Verus Capital Partners, LLC | 0.02% | No change | 11,560 | $317K |
| Uptick Partners, LLC | 0.05% | Add +0.4% | 11,492 | $315K |
| Jackson Wealth Management, LLC | 0.19% | Reduce -92.2% | 11,479 | $315K |
| Bouchey Financial Group, Ltd. | 0.02% | Reduce -0.4% | 11,325 | $310K |
| Gradient Investments LLC | 0.00% | No change | 11,320 | $310K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -3.1% | 11,262 | $309K |
| Modern Wealth Management, LLC | 0.00% | New | 11,210 | $307K |
| Grant Private Wealth Management Inc | 0.13% | New | 11,145 | $305K |
| Moors & Cabot, Inc. | 0.01% | No change | 11,010 | $302K |
| Woodward Financial Advisors, Inc. | 0.10% | — | 10,895 | $299K |
| Chemistry Wealth Management LLC | 0.05% | No change | 10,880 | $298K |
| Avantra Family Wealth, Inc. | 0.19% | Add +2.8% | 10,720 | $294K |
| Hamrick Investment Counsel, llc | 0.19% | Reduce -0.6% | 10,685 | $293K |
| NWF Advisory Services Inc. | 0.03% | No change | 10,620 | $291K |
| Moneco Advisors, LLC | 0.02% | New | 10,564 | $290K |
| Bison Wealth, LLC | 0.03% | Reduce -80.0% | 10,448 | $289K |
| Realta Investment Advisors | 0.09% | No change | 10,505 | $288K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 10,500 | $288K |
| Deutsche Bank AG | 0.00% | Reduce -9.1% | 10,345 | $284K |
| Register Financial Advisors LLC | 0.09% | Add +1.6% | 10,321 | $283K |
| Visionary Wealth Advisors | 0.01% | Reduce -6.9% | 10,315 | $283K |
| BCS Wealth Management | 0.05% | Reduce -11.9% | 10,215 | $280K |
| Bluespring Wealth Management, LLC | 0.01% | Reduce -45.6% | 10,165 | $279K |
| Harbor Group, Inc. | 0.03% | No change | 10,145 | $278K |
| Mather Group, Llc. | 0.00% | No change | 10,111 | $277K |
| International Assets Investment Management, LLC | 0.02% | Add +2.4% | 10,060 | $276K |
| Consilio Wealth Advisors, LLC | 0.07% | No change | 10,055 | $276K |
| Marshall Financial Group, LLC | 0.04% | No change | 10,050 | $275K |
| Steel Grove Capital Advisors, LLC | 0.03% | New | 10,018 | $275K |
| Sykon Capital LLC | 0.08% | Reduce -98.1% | 10,013 | $274K |
| Townsquare Capital LLC | 0.05% | New | 10,007 | $274K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 10,000 | $274K |
| OneAscent Financial Services LLC | 0.01% | Reduce -2.3% | 9,970 | $273K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 9,890 | $271K |
| Huntleigh Advisors, Inc. | 0.04% | Add +1.5% | 9,865 | $270K |
| Fiduciary Alliance LLC | 0.02% | Add +0.5% | 9,800 | $269K |
| TopTier Wealth Management, LLC | 0.16% | Reduce -0.1% | 9,760 | $268K |
| Marino, Stram & Associates LLC | 0.04% | Reduce -0.3% | 9,728 | $267K |
| Breachway Investments LLC | 0.40% | Reduce -66.3% | 9,685 | $265K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 9,640 | $264K |
| Impact Partnership Wealth, LLC | 0.03% | Add +6.2% | 9,638 | $264K |
| San Luis Wealth Advisors LLC | 0.04% | Add +0.7% | 9,614 | $264K |
| GC Wealth Management RIA, LLC | 0.02% | Reduce -51.2% | 9,535 | $261K |
| SigFig Wealth Management, LLC | 0.01% | Add +0.9% | 9,406 | $260K |
| Midwestern Financial, LLC | 0.18% | Add +0.7% | 9,476 | $260K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -10.9% | 9,435 | $259K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -6.6% | 9,402 | $258K |
| Fiduciary Financial Advisors | 0.03% | New | 9,373 | $257K |
| Clearstead Trust, LLC | 0.03% | No change | 9,325 | $256K |
| Kelly Financial Group LLC | 0.06% | No change | 9,310 | $255K |
| Note Advisors, LLC | 0.11% | Reduce -2.3% | 9,271 | $254K |
| Novem Group | 0.03% | Add +0.6% | 9,193 | $252K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 9,190 | $252K |
| Pines Wealth Management, LLC | 0.07% | Add +1.6% | 9,142 | $251K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.6% | 9,123 | $250K |
| Covenant Asset Management, LLC | 0.04% | No change | 9,115 | $250K |
| Salvus Wealth Management, LLC | 0.14% | No change | 8,975 | $246K |
| Accel Wealth Management | 0.06% | Reduce -1.0% | 8,966 | $246K |
| Southeast Asset Advisors, LLC | 0.02% | No change | 8,950 | $245K |
| Patton Albertson Miller Group, LLC | 0.02% | Reduce -17.2% | 8,910 | $244K |
| Cascade Financial Partners, LLC | 0.02% | No change | 8,900 | $244K |
| Resurgent Financial Advisors LLC | 0.07% | New | 8,886 | $244K |
| PDS Planning, Inc | 0.01% | Add +0.3% | 8,882 | $243K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +54.2% | 8,875 | $243K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 8,875 | $243K |
| Whittier Trust Co. | 0.00% | No change | 8,770 | $243K |
| Ascent Group, LLC | 0.01% | No change | 8,855 | $243K |
| Security Financial Services, INC. | 0.03% | Add +11.1% | 8,787 | $241K |
| Whalerock Point Partners, LLC | 0.04% | No change | 8,780 | $241K |
| Storen Legacy Partners, LLC | 0.07% | Add +0.7% | 8,718 | $239K |
| Convergence Financial, LLC | 0.02% | Reduce -95.7% | 8,715 | $239K |
| Lantern Wealth Advisors, LLC | 0.11% | No change | 8,650 | $237K |
| Baker Tilly Wealth Management, LLC | 0.05% | No change | 8,555 | $234K |
| Valued Wealth Advisors LLC | 0.09% | No change | 8,544 | $234K |
| GeoWealth Management, LLC | 0.01% | Reduce -89.2% | 8,533 | $234K |
| Gambit Capital Management, LLC | 0.14% | New | 8,525 | $234K |
| Plan A Wealth LLC | 0.10% | Reduce -11.2% | 8,410 | $231K |
| Meramec Financial Planners, LLC | 0.08% | Reduce -0.8% | 7,967 | $229K |
| Pure Financial Advisors, LLC | 0.00% | New | 8,325 | $228K |
| Abacus Planning Group, Inc. | 0.03% | No change | 8,305 | $228K |
| Commerce Bank | 0.00% | No change | 8,245 | $226K |
| Brick & Kyle, Associates | 0.07% | Reduce -80.0% | 1,653 | $224K |
| Shared Vision Wealth Group LLC | 0.08% | No change | 8,184 | $224K |
| BTG Pactual Asset Management US LLC | 0.02% | No change | 8,160 | $224K |
| Swmg, LLC | 0.05% | No change | 8,065 | $223K |
| Empower Advisory Group, LLC | 0.00% | No change | 8,080 | $221K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +2.9% | 8,072 | $221K |
| Bingham Private Wealth, LLC | 0.15% | No change | 8,070 | $221K |
| KPP Advisory Services LLC | 0.03% | No change | 8,045 | $221K |
| Liberty Wealth Management LLC | 0.03% | Reduce -80.0% | 1,616 | $219K |
| Palisade Asset Management, LLC | 0.02% | No change | 7,945 | $218K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | No change | 7,920 | $217K |
| Benchmark Financial Wealth Advisors, LLC | 0.05% | Reduce -0.8% | 7,901 | $217K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 7,855 | $215K |
| Advisory Solutions Group, LLC | 0.07% | — | 7,837 | $215K |
| Sentinel Pension Advisors, LLC | 0.03% | New | 7,566 | $214K |
| TRB Wealth Management, LLC | 0.03% | Reduce -5.3% | 7,791 | $214K |
| Belpointe Asset Management LLC | 0.01% | No change | 7,785 | $213K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Reduce -40.4% | 7,760 | $213K |
| Woodward Diversified Capital, LLC | 0.09% | No change | 7,675 | $210K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.06% | Reduce -15.6% | 7,665 | $210K |
| Austin Wealth Management, LLC | 0.04% | New | 7,400 | $209K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 7,575 | $208K |
| Kiley Juergens Wealth Management, LLC | 0.03% | New | 7,550 | $207K |
| Seven Springs Wealth Group, LLC | 0.05% | No change | 7,500 | $206K |
| KTF Investments, LLC | 0.02% | Reduce -20.8% | 7,500 | $206K |
| Arbor Trust Wealth Advisors, LLC | 0.08% | Add +0.7% | 7,491 | $205K |
| Tred Avon Family Wealth, LLC | 0.06% | New | 7,469 | $205K |
| Obsidian Cio, LLC | 0.15% | Reduce -34.0% | 7,415 | $203K |
| United Community Bank | 0.06% | New | 7,400 | $203K |
| Wincap Financial LLC | 0.11% | New | 7,375 | $202K |
| Live Oak Investment Partners | 0.11% | No change | 7,370 | $202K |
| Indiana Trust & Investment Management Co | 0.06% | Reduce -20.1% | 7,355 | $202K |
| Procyon Advisors, LLC | 0.01% | New | 7,310 | $200K |
| Greenleaf Trust | 0.00% | New | 7,310 | $200K |
| Acropolis Investment Management, LLC | 0.01% | No change | 7,125 | $195K |
| John A. Wolfe & Associates, Inc. | 0.25% | No change | 6,700 | $184K |
| Centaurus Financial, Inc. | 0.01% | Reduce -3.6% | 6,686 | $183K |
| Colonial Trust Co / SC | 0.02% | Reduce -7.4% | 6,365 | $174K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 6,220 | $170K |
| Rakuten Securities, Inc. | 0.04% | Add +886.6% | 6,117 | $168K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Reduce -14.1% | 6,085 | $167K |
| Manchester Capital Management LLC | 0.02% | No change | 5,830 | $160K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +7.4% | 5,812 | $159K |
| Paladin Advisory Group, LLC | 0.11% | No change | 5,795 | $159K |
| Nalls Sherbakoff Group, LLC | 0.11% | Add +0.3% | 5,767 | $158K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -28.0% | 5,665 | $155K |
| Westfuller Advisors, LLC | 0.05% | Add +0.6% | 5,248 | $144K |
| New Republic Capital, LLC | 0.03% | No change | 5,000 | $137K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 4,740 | $130K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 4,719 | $129K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 4,655 | $127K |
| Vision Retirement, LLC | 0.03% | Add +38.4% | 4,610 | $126K |
| Cheviot Value Management, LLC | 0.01% | No change | 4,470 | $123K |
| Triumph Capital Management | 0.02% | Add +2.0% | 4,428 | $121K |
| CVA Family Office, LLC | 0.01% | No change | 4,425 | $121K |
| Glen Eagle Advisors, LLC | 0.02% | Add +0.9% | 4,415 | $121K |
| Dunhill Financial, LLC | 0.02% | Reduce -22.5% | 4,410 | $121K |
| Blue Trust, Inc. | 0.00% | Add +5.3% | 4,329 | $119K |
| Syntax Research, Inc. | 0.09% | Add +108.4% | 4,325 | $119K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -19.7% | 4,262 | $117K |
| UMB Bank, n.a. | 0.00% | No change | 4,200 | $115K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 4,100 | $112K |
| Ni Acquisitions Company, LLC | 0.05% | — | 4,005 | $110K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -81.2% | 3,865 | $110K |
| Nova Wealth Management, Inc. | 0.06% | Add +0.6% | 3,959 | $109K |
| AlphaCore Capital LLC | 0.00% | Reduce -51.9% | 3,854 | $106K |
| LRI Investments, LLC | 0.01% | No change | 3,600 | $99K |
| Rothschild Investment LLC | 0.00% | No change | 3,550 | $97K |
| North Star Investment Management Corp. | 0.01% | No change | 3,500 | $96K |
| First United Bank & Trust | 0.03% | New | 3,385 | $93K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 4,350 | $91K |
| Allied Private Wealth LLC | 0.06% | — | 3,150 | $88K |
| Salem Investment Counselors Inc. | 0.00% | No change | 3,165 | $87K |
| Salomon & Ludwin, LLC | 0.01% | No change | 3,125 | $86K |
| Glassman Wealth Services | 0.01% | Add +0.8% | 3,103 | $85K |
| Vanguard Advisers Inc. | 0.00% | Add +29.9% | 2,974 | $82K |
| Key Financial Inc | 0.01% | No change | 2,865 | $79K |
| Eastern Bank | 0.00% | No change | 2,725 | $75K |
| Essential Investment Partners LLC | 0.06% | No change | 2,625 | $72K |
| Three Bearings Fiduciary Advisors, Inc. | 0.06% | No change | 2,530 | $69K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Reduce -0.9% | 2,506 | $69K |
| Montag A & Associates Inc. | 0.00% | No change | 2,506 | $69K |
| Creative Financial Designs Inc. | 0.00% | Add +0.1% | 2,483 | $68K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Add +0.6% | 2,465 | $68K |
| True Wealth Design, LLC | 0.02% | No change | 2,410 | $66K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -12.6% | 2,377 | $65K |
| Aventus Investment Advisors, Inc. | 0.05% | Reduce -97.2% | 2,350 | $64K |
| Tompkins Financial Corp. | 0.00% | No change | 2,250 | $62K |
| Hollencrest Capital Management | 0.00% | No change | 2,250 | $62K |
| Harbor Asset Planning, Inc. | 0.05% | Add +0.8% | 2,247 | $62K |
| Dynamic Wealth Strategies, LLC | 0.03% | No change | 2,240 | $61K |
| First Community Trust NA | 0.03% | No change | 2,175 | $60K |
| Park National Corp. | 0.00% | No change | 2,175 | $60K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.6% | 2,083 | $57K |
| Gables Capital Management Inc. | 0.02% | No change | 2,075 | $57K |
| YANKCOM Partnership | 0.02% | Add +0.2% | 2,004 | $55K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 1,970 | $54K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,950 | $53K |
| Westside Investment Management, Inc. | 0.01% | Reduce -5.4% | 1,831 | $50K |
| Highland Investment Advisors LLC | 0.02% | — | 1,825 | $50K |
| Roxbury Financial LLC | 0.04% | Add +0.4% | 1,797 | $49K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,775 | $49K |
| Rossmore Private Capital | 0.00% | No change | 1,750 | $48K |
| Caitlin John, LLC | 0.03% | No change | 1,725 | $47K |
| Fortitude Family Office, LLC | 0.01% | Reduce -36.7% | 1,550 | $42K |
| Signaturefd, LLC | 0.00% | No change | 1,529 | $42K |
| Avalon Trust Co | 0.00% | No change | 1,500 | $41K |
| NFSG Corp | 0.01% | Add +20.9% | 1,469 | $40K |
| Bogart Wealth, LLC | 0.00% | Reduce -91.2% | 1,420 | $39K |
| Webster Bank, N. A. | 0.00% | New | 1,395 | $38K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.7% | 1,364 | $37K |
| Hantz Financial Services, Inc. | 0.00% | New | 1,315 | $36K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -29.4% | 1,310 | $36K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,250 | $34K |
| Financial Management Professionals, Inc. | 0.00% | No change | 1,250 | $34K |
| Bellevue Asset Management, LLC | 0.02% | No change | 1,250 | $34K |
| Tidemark, LLC | 0.01% | No change | 1,220 | $33K |
| Mb, Levis & Associates, LLC | 0.01% | Add +0.7% | 1,148 | $31K |
| LFA - Lugano Financial Advisors SA | 0.02% | New | 1,105 | $30K |
| Wellington-Altus USA Inc. | 0.02% | Reduce -96.0% | 220 | $30K |
| Zions Bancorporation, National Association | 0.00% | New | 1,050 | $29K |
| Community Bank, N.A. | 0.00% | No change | 1,050 | $29K |
| Avion Wealth | 0.01% | Add +547.5% | 1,036 | $28K |
| Vanguard National Trust Co | 0.00% | No change | 900 | $25K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Reduce -80.0% | 825 | $23K |
| Hanson & Doremus Investment Management | 0.00% | No change | 820 | $22K |
| Bear Mountain Capital, Inc. | 0.01% | Add +0.6% | 785 | $22K |
| Bullock Wealth Management Group | 0.01% | Add +0.9% | 767 | $21K |
| GAMMA Investing LLC | 0.00% | No change | 730 | $20K |
| HighMark Wealth Management LLC | 0.01% | New | 705 | $19K |
| Seneschal Advisors, LLC | 0.01% | No change | 650 | $18K |
| Cape Investment Advisory, Inc. | 0.00% | New | 636 | $17K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 606 | $17K |
| Grove Bank & Trust | 0.00% | No change | 600 | $16K |
| Eukles Asset Management | 0.01% | No change | 565 | $15K |
| Johnson Financial Group, Inc. | 0.00% | No change | 560 | $15K |
| RHL Group, LLC | 0.01% | No change | 540 | $15K |
| JPL Wealth Management, LLC | 0.00% | No change | 510 | $14K |
| Gleason Group, Inc. | 0.00% | Add +0.2% | 486 | $13K |
| First Bancorp, Inc | 0.01% | New | 485 | $13K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 460 | $13K |
| Institute for Wealth Management, LLC. | 0.00% | New | 455 | $12K |
| Hickory Point Bank & Trust | 0.01% | No change | 450 | $12K |
| Burnham & Co LLC | 0.01% | — | 446 | $12K |
| Brooklyn FI, LLC | 0.00% | New | 425 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 400 | $12K |
| Providence Capital Advisors, LLC | 0.00% | No change | 420 | $12K |
| Asset Dedication, LLC | 0.00% | Reduce -20.0% | 400 | $11K |
| Sankala Group LLC | 0.01% | Reduce -19.8% | 365 | $11K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 375 | $10K |
| REAP Financial Group, LLC | 0.00% | No change | 375 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.3% | 395 | $10K |
| Lodestone Wealth Management LLC | 0.00% | No change | 355 | $10K |
| Abound Wealth Management | 0.00% | New | 330 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 320 | $9K |
| Birchwood Financial Partners, Inc. | 0.01% | Add +1.3% | 319 | $9K |
| Roble, Belko & Company, Inc | 0.00% | No change | 300 | $8K |
| Versant Capital Management, Inc | 0.00% | No change | 290 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -90.0% | 290 | $8K |
| Timbuktu Capital Management, LLC | 0.01% | — | 273 | $7K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -66.0% | 270 | $7K |
| Aviso Financial Inc. | 0.00% | No change | 260 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 250 | $7K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 220 | $6K |
| Miller Capital Partners, Inc. | 0.00% | No change | 200 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 165 | $5K |
| Silicon Valley Capital Partners | 0.00% | No change | 155 | $4K |
| LifeSteps Financial, Inc. | 0.00% | New | 150 | $4K |
| Bernard Wealth Management Corp. | 0.00% | No change | 130 | $4K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 116 | $3K |
| Strive Financial Group ,LLC | 0.00% | No change | 105 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 95 | $3K |
| Gould Capital, LLC | 0.00% | No change | 90 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +151.4% | 88 | $2K |
| Portfolio Resources Advisor Group, Inc. | 0.00% | No change | 80 | $2K |
| SYM FINANCIAL Corp | 0.00% | New | 75 | $2K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 75 | $2K |
| Signature Equity Partners, LLC | 0.00% | Reduce -31.0% | 69 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +10.0% | 55 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | Reduce -31.3% | 55 | $2K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -47.6% | 55 | $2K |
| Hurley Capital, LLC | 0.00% | Add +4.0% | 26 | $726 |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 10 | $274 |
| Coppell Advisory Solutions LLC | 0.00% | New | 39,497 | $75 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2 | $55 |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,600 | $44 |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -80.0% | 1 | $15 |
"% 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.