iShares Biotechnology ETFIBBETF
13F holders, Q1 2025 (March 31)835holders −42
41new positions
79sold out
6famous investors
$127.81avg. 13F price*
At the end of Q1 2025, 835 institutions reported holding iShares Biotechnology ETF (IBB) in their 13F filings, down 42 from Q4 2024. 41 opened new positions and 79 sold out. The largest holders were Bank of America Corp. ($891.1M), Citigroup Inc. ($410.3M) and Morgan Stanley ($358.5M). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Biotechnology ETF
- CUSIP
- 464287556
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $19.2M |
| Exits | 79 | $83.6M |
All 13F filers, Q4 2024 → Q1 2025: 2,782,342 shares bought and 6,323,741 shares sold, net −3,541,399 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 835 holders
| Bank of America Corp. | 0.08% | Reduce -7.0% | 6,967,406 | $891.1M |
| Citigroup Inc. | 0.31% | Add +72.8% | 3,208,144 | $410.3M |
| Morgan Stanley | 0.03% | Reduce -19.4% | 2,803,174 | $358.5M |
| UBS Group AG | 0.04% | Add +28.4% | 1,415,130 | $181.0M |
| BNP Paribas Financial Markets | 0.09% | Reduce -33.0% | 915,607 | $117.1M |
| Wells Fargo & Company | 0.03% | Add +30.1% | 884,128 | $113.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.23% | No change | 800,000 | $102.3M |
| Royal Bank of Canada | 0.02% | Reduce -36.6% | 764,355 | $97.8M |
| Barclays PLC | 0.04% | Add +6.2% | 720,665 | $92.2M |
| Main Management ETF Advisors, LLC | 3.81% | No change | 612,180 | $78.3M |
| Commerce Bank | 0.49% | Reduce -4.3% | 599,700 | $76.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -38.2% | 529,604 | $67.7M |
| JPMorgan Chase & Co. | 0.00% | Add +52.1% | 478,196 | $61.2M |
| LPL Financial LLC | 0.02% | Reduce -3.8% | 403,863 | $51.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -15.6% | 351,200 | $44.9M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -3.5% | 334,588 | $42.8M |
| Bronte Capital Management Pty Ltd. | 3.19% | Reduce -0.8% | 262,399 | $39.3M |
| Two Sigma Investments, LP | 0.08% | Add +18.4% | 277,807 | $35.5M |
| Jane Street Group, LLC | 0.06% | Reduce -86.9% | 256,164 | $32.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +12.1% | 194,516 | $24.9M |
| Gray Foundation | 6.58% | No change | 164,872 | $21.1M |
| Rockefeller Capital Management L.P. | 0.05% | Add +1.0% | 143,331 | $18.3M |
| Capital Fund Management S.A. | 0.23% | Add +20.4% | 141,186 | $18.1M |
| Stifel Financial Corp. | 0.02% | Reduce -4.2% | 133,938 | $17.1M |
| Avalon Trust Co | 1.29% | Reduce -0.7% | 127,045 | $16.2M |
| Albion Financial Group | 1.12% | Reduce -3.8% | 123,821 | $15.8M |
| Corient Private Wealth LP | 0.03% | Add +59.8% | 120,344 | $15.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.4% | 118,135 | $15.1M |
| Focus Partners Wealth | 0.04% | Reduce -8.5% | 114,050 | $14.6M |
| Aprio Wealth Management, LLC | 1.76% | Reduce -21.2% | 110,088 | $14.1M |
| Susquehanna International Group, LLP | 0.02% | Add +20.1% | 105,933 | $13.5M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -5.0% | 102,653 | $13.2M |
| DAFNA Capital Management LLC | 3.77% | No change | 102,500 | $13.1M |
| Thrivent Financial for Lutherans | 0.03% | Add +47.1% | 97,956 | $12.6M |
| MAI Capital Management | 0.10% | Add +4.2% | 98,158 | $12.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -13.6% | 91,336 | $11.7M |
| Generali Investments CEE, investicni spolecnost, a.s. | 1.03% | No change | 86,000 | $11.0M |
| Investment House LLC | 0.62% | Add +3.2% | 85,656 | $11.0M |
| Miller Investment Management, LP | 1.16% | Reduce -0.5% | 82,064 | $10.5M |
| Madrona Financial Services, LLC | 2.85% | Add +153.0% | 81,150 | $10.4M |
| Brown Advisory Inc. | 0.01% | Reduce -0.7% | 80,510 | $10.3M |
| Appleton Partners Inc. | 0.77% | Add +3.4% | 78,382 | $10.0M |
| Cumberland Advisors Inc. | 4.26% | Reduce -0.8% | 73,443 | $9.4M |
| GTS Securities LLC | 0.40% | Add +54.9% | 72,376 | $9.3M |
| Squarepoint Ops LLC | 0.02% | Add +1260.0% | 71,996 | $9.2M |
| Factory Mutual Insurance Co. | 0.11% | No change | 71,000 | $9.1M |
| Destiny Wealth Partners, LLC | 1.42% | Add +6.7% | 69,865 | $8.9M |
| Creative Planning | 0.01% | Add +1.8% | 67,626 | $8.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -2.4% | 67,580 | $8.6M |
| MML Investors Services, LLC | 0.03% | Add +0.1% | 65,053 | $8.3M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.92% | Reduce -1.8% | 64,112 | $8.2M |
| Cetera Investment Advisers | 0.02% | Reduce -3.6% | 62,921 | $8.0M |
| Peapack Gladstone Financial Corp. | 0.12% | Reduce -3.0% | 62,315 | $8.0M |
| McGuire Investment Group, LLC | 1.14% | Reduce -11.3% | 59,752 | $7.6M |
| Tradition Wealth Management, LLC | 0.65% | Add +3.5% | 57,817 | $7.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -32.3% | 56,849 | $7.3M |
| D. E. Shaw & Co. | 0.01% | New | 54,801 | $7.0M |
| NTV Asset Management LLC | 0.93% | Add +0.2% | 54,433 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.9% | 53,028 | $6.8M |
| SP Asset Management LLC | 0.58% | Reduce -3.5% | 51,190 | $6.5M |
| Blume Capital Management, Inc. | 1.47% | Reduce -0.7% | 51,169 | $6.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -21.5% | 50,457 | $6.5M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +9.5% | 50,075 | $6.4M |
| Cerity Partners LLC | 0.01% | Reduce -3.7% | 49,067 | $6.3M |
| Truist Financial Corp. | 0.01% | Reduce -13.6% | 45,686 | $5.8M |
| Sicart Associates LLC | 2.01% | Reduce -1.2% | 45,503 | $5.8M |
| Neville Rodie & Shaw Inc. | 0.46% | Reduce -2.8% | 45,474 | $5.8M |
| Michelson Medical Research Foundation, Inc. | 4.64% | No change | 43,395 | $5.6M |
| Williams Jones Wealth Management, LLC. | 0.07% | Reduce -9.1% | 43,108 | $5.5M |
| Associated Banc-Corp | 0.17% | Add +0.7% | 43,082 | $5.5M |
| Forbes J M & Co. LLP | 0.53% | Add +4.2% | 42,987 | $5.5M |
| MMBG Investment Advisors Co. | 0.61% | Add +0.1% | 42,349 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.9% | 41,921 | $5.4M |
| Millennium Management | 0.01% | Reduce -78.3% | 41,676 | $5.3M |
| Harbour Investment Management LLC | 2.38% | Reduce -0.8% | 41,149 | $5.3M |
| Howard Capital Management Group, LLC | 0.40% | Reduce -8.8% | 39,667 | $5.1M |
| Toth Financial Advisory Corp. | 0.61% | Add +0.8% | 39,602 | $5.1M |
| Colonial Trust Advisors | 0.43% | Reduce -3.6% | 38,224 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +1.9% | 38,177 | $4.9M |
| SOL Capital Management CO | 0.53% | Add +18.5% | 37,880 | $4.8M |
| First Interstate Bank | 0.29% | Reduce -5.7% | 37,377 | $4.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.9% | 36,547 | $4.7M |
| FRG Family Wealth Advisors LLC | 0.85% | Reduce -6.5% | 34,371 | $4.4M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -27.4% | 34,363 | $4.4M |
| Lido Advisors, LLC | 0.03% | Add +4.9% | 33,817 | $4.3M |
| Analyst IMS Investment Management Services Ltd. | 0.17% | No change | 33,758 | $4.3M |
| Mariner, LLC | 0.01% | Reduce -4.1% | 33,673 | $4.3M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -6.3% | 33,589 | $4.3M |
| Bank of Montreal | 0.00% | Add +0.6% | 32,507 | $4.2M |
| Crescent Grove Advisors, LLC | 0.43% | Reduce -5.7% | 32,402 | $4.1M |
| Ameritas Advisory Services, LLC | 0.16% | Add +6.1% | 30,876 | $4.0M |
| Mirador Capital Partners LP | 0.69% | Add +3.1% | 30,626 | $3.9M |
| Moors & Cabot, Inc. | 0.19% | Add +2.0% | 29,053 | $3.7M |
| Evergreen Capital Management LLC | 0.12% | Reduce -7.4% | 28,753 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.2% | 28,366 | $3.6M |
| NBT Bank, N.A. | 0.26% | Reduce -2.4% | 28,291 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -4.3% | 27,561 | $3.5M |
| Chesley Taft & Associates LLC | 0.16% | Reduce -0.3% | 26,613 | $3.4M |
| Audent Global Asset Management, LLC | 2.70% | Reduce -6.9% | 25,552 | $3.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -10.2% | 25,203 | $3.2M |
| Snider Financial Group | 1.00% | No change | 24,000 | $3.1M |
| Pinnacle Family Advisors, LLC | 1.66% | Reduce -0.7% | 23,806 | $3.0M |
| Blair William & Co. | 0.01% | Reduce -2.9% | 23,081 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +27.1% | 22,274 | $2.9M |
| Perkins Coie Trust Co | 0.66% | Reduce -2.3% | 22,612 | $2.9M |
| Atom Investors LP | 0.35% | Add +4.0% | 22,522 | $2.9M |
| Northern Trust Corp. | 0.00% | Reduce -12.3% | 22,244 | $2.8M |
| Waverly Advisors, LLC | 0.03% | Add +0.3% | 22,082 | $2.8M |
| Glenmede Trust Co. NA | 0.01% | Add +0.2% | 21,903 | $2.8M |
| Traynor Capital Management, Inc. | 0.24% | Reduce -4.8% | 21,852 | $2.8M |
| Fischer Financial Services, Inc. | 0.89% | Add +0.6% | 21,608 | $2.8M |
| Rye Brook Capital LLC | 3.45% | Add +0.9% | 21,500 | $2.8M |
| Hudock, Inc. | 0.46% | Add +1084.4% | 20,538 | $2.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.12% | Reduce -7.3% | 20,489 | $2.6M |
| Tower Research Capital LLC (TRC) | 0.08% | Add +342616.7% | 20,563 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +16.1% | 20,282 | $2.6M |
| Marion Wealth Management | 0.69% | Add +2.3% | 20,220 | $2.6M |
| Martin & Co. Inc. | 0.50% | Add +4.2% | 20,139 | $2.6M |
| Twin Tree Management, LP | 0.06% | New | 20,002 | $2.6M |
| IFP Advisors, Inc | 0.08% | Add +23.9% | 19,849 | $2.5M |
| Pacific Capital Wealth Advisors, Inc. | 0.43% | Reduce -62.4% | 19,624 | $2.5M |
| KCM Investment Advisors LLC | 0.09% | Reduce -3.4% | 19,496 | $2.5M |
| Keybank National Association | 0.01% | Reduce -1.9% | 19,390 | $2.5M |
| FAS Wealth Partners, Inc. | 0.19% | Reduce -4.5% | 18,496 | $2.4M |
| Westside Investment Management, Inc. | 0.50% | Add +8.7% | 18,430 | $2.4M |
| CIBC Private Wealth Group LLC | 0.00% | Add +52.4% | 20,764 | $2.3M |
| Franklin Resources Inc. | 0.00% | Reduce -0.0% | 18,180 | $2.3M |
| Sandy Spring Bank | 0.10% | Reduce -0.2% | 17,984 | $2.3M |
| Burns J W & Co. Inc. | 0.29% | Reduce -9.9% | 17,582 | $2.2M |
| Arlington Financial Advisors, LLC | 0.38% | Add +8.6% | 16,861 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +0.8% | 16,860 | $2.2M |
| Greenline Partners, LLC | 0.31% | No change | 16,847 | $2.2M |
| ArchPoint Investors | 0.70% | Add +4.7% | 16,750 | $2.1M |
| GWN Securities Inc. | 0.12% | New | 18,146 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -79.2% | 16,718 | $2.1M |
| Apexium Financial, LP | 0.13% | Add +66.4% | 16,707 | $2.1M |
| Comerica Bank | 0.01% | Reduce -7.3% | 16,426 | $2.1M |
| Lyell Wealth Management, LP | 0.19% | Reduce -28.8% | 16,282 | $2.1M |
| Bank Pictet & Cie (Europe) AG | 0.05% | Reduce -5.8% | 16,280 | $2.1M |
| Capital Insight Partners, LLC | 0.36% | Add +2.3% | 16,229 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.9% | 16,109 | $2.1M |
| Captrust Financial Advisors | 0.01% | Reduce -69.5% | 16,081 | $2.1M |
| Texas Yale Capital Corp. | 0.08% | No change | 16,032 | $2.1M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -6.8% | 15,726 | $2.0M |
| Arcadia Wealth Management, Inc. | 1.56% | Reduce -1.2% | 15,682 | $2.0M |
| Choate Investment Advisors | 0.05% | No change | 15,352 | $2.0M |
| Dakota Wealth Management | 0.05% | Reduce -5.5% | 15,343 | $2.0M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -0.5% | 15,297 | $2.0M |
| &partners | 0.02% | Add +9.0% | 15,014 | $2.0M |
| Bar Harbor Wealth Management | 0.13% | Reduce -2.4% | 15,292 | $2.0M |
| US Bancorp \de | 0.00% | Add +11.8% | 15,206 | $1.9M |
| BTG Pactual Asset Management US LLC | 0.25% | Add +13.0% | 15,193 | $1.9M |
| Valicenti Advisory Services Inc. | 0.50% | Reduce -3.5% | 15,070 | $1.9M |
| SG Americas Securities, LLC | 0.01% | Add +0.3% | 15,013 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +8.7% | 14,984 | $1.9M |
| FMR LLC | 0.00% | Add +1.3% | 14,920 | $1.9M |
| Merit Financial Group, LLC | 0.03% | Reduce -12.0% | 14,915 | $1.9M |
| Composition Wealth, LLC | 0.04% | Reduce -30.9% | 14,847 | $1.9M |
| Independent Financial Group, LLC | 0.07% | Add +53.6% | 14,833 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.1% | 14,749 | $1.9M |
| 1ST Source Bank | 0.11% | Reduce -1.9% | 14,661 | $1.9M |
| FIL Ltd | 0.00% | Reduce -1.3% | 14,496 | $1.9M |
| Canton Hathaway, LLC | 0.37% | Add +45.2% | 14,461 | $1.9M |
| Martin Capital Advisors, LLP | 1.29% | Reduce -2.1% | 14,139 | $1.8M |
| CENTRAL TRUST Co | 0.04% | Reduce -3.0% | 13,859 | $1.8M |
| Westwood Wealth Management | 0.75% | Reduce -0.7% | 13,640 | $1.7M |
| Empirical Asset Management, LLC | 0.59% | Reduce -1.1% | 13,575 | $1.7M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 1.27% | Reduce -3.2% | 13,452 | $1.7M |
| Fifth Third Bancorp | 0.01% | Reduce -0.3% | 13,351 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -23.8% | 13,244 | $1.7M |
| Intellectus Partners, LLC | 0.42% | Reduce -4.3% | 13,164 | $1.7M |
| New England Private Wealth Advisors LLC | 0.26% | Add +2.9% | 13,053 | $1.7M |
| Raelipskie Partnership | 0.86% | Reduce -80.3% | 13,023 | $1.7M |
| Eagle Strategies LLC | 0.28% | Add +10.2% | 12,800 | $1.6M |
| Family Firm, Inc. | 0.35% | Add +0.0% | 12,364 | $1.6M |
| Bellwether Advisors, LLC | 0.32% | No change | 12,156 | $1.6M |
| Boston Research & Management Inc. | 0.38% | Reduce -5.0% | 12,027 | $1.5M |
| Quantbot Technologies LP | 0.05% | New | 11,876 | $1.5M |
| Harbor Advisory Corp. | 0.50% | Reduce -0.5% | 11,761 | $1.5M |
| Wesbanco Bank Inc. | 0.05% | Reduce -0.4% | 11,647 | $1.5M |
| White Lighthouse Investment Management Inc. | 0.26% | Reduce -6.7% | 11,331 | $1.4M |
| Pursue Wealth Partners LLC | 0.87% | Reduce -13.8% | 11,137 | $1.4M |
| Garrison Point Advisors, LLC | 0.68% | Add +6.0% | 11,039 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -6.9% | 11,026 | $1.4M |
| WealthCare Investment Partners, LLC | 0.60% | Add +16.1% | 12,012 | $1.4M |
| Transcend Capital Advisors, LLC | 0.10% | Add +0.3% | 10,985 | $1.4M |
| SummitTX Capital, L.P. | 0.06% | — | 10,970 | $1.4M |
| Telos Capital Management, Inc. | 0.15% | Reduce -0.9% | 10,900 | $1.4M |
| Synovus Financial Corp. | 0.02% | Reduce -1.3% | 10,817 | $1.4M |
| Novak & Powell Financial Services, Inc. | 0.85% | Reduce -5.5% | 10,715 | $1.4M |
| Caz Investments LP | 9.84% | No change | 10,700 | $1.4M |
| Twin Focus Capital Partners, LLC | 0.21% | Reduce -1.4% | 10,697 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +1.1% | 10,651 | $1.4M |
| Colonial Trust Co / SC | 0.21% | Reduce -2.5% | 10,633 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -6.5% | 10,627 | $1.4M |
| Magnus Financial Group LLC | 0.13% | Reduce -18.9% | 10,517 | $1.3M |
| Clarity Wealth Advisors, LLC | 0.37% | Reduce -16.2% | 10,489 | $1.3M |
| Security National Bank of So Dak | 0.74% | Reduce -2.7% | 10,180 | $1.3M |
| Blue Fin Capital, Inc. | 0.25% | Reduce -1.5% | 10,160 | $1.3M |
| Clarus Wealth Advisors | 0.69% | Reduce -4.8% | 10,831 | $1.3M |
| MYDA Advisors LLC | 0.45% | New | 10,000 | $1.3M |
| Cannell & Spears LLC | 0.03% | No change | 9,988 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -1.9% | 9,912 | $1.3M |
| Edmond DE Rothschild Holding S.A. | 0.02% | Add +68.3% | 9,910 | $1.3M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -5.9% | 9,837 | $1.3M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -5.8% | 9,812 | $1.3M |
| Security National Bank of Sioux City Iowa | 0.90% | Add +4.6% | 9,659 | $1.2M |
| RS Crum Inc. | 0.33% | Reduce -2.1% | 9,451 | $1.2M |
| Beaumont Financial Advisors, LLC | 0.09% | Reduce -0.6% | 9,376 | $1.2M |
| Finer Wealth Management, Inc. | 0.72% | Add +9.2% | 9,361 | $1.2M |
| Means Investment Co., Inc. | 0.13% | Reduce -9.7% | 9,323 | $1.2M |
| Bartlett & Co. Wealth Management LLC | 0.02% | No change | 9,322 | $1.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.18% | Reduce -6.3% | 9,295 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | Reduce -43.1% | 9,207 | $1.2M |
| Main Street Financial Solutions, LLC | 0.10% | Add +14.1% | 9,173 | $1.2M |
| Scotia Capital Inc. | 0.01% | Reduce -3.0% | 9,078 | $1.2M |
| Counterweight Ventures, LLC | 0.83% | Add +5.3% | 9,043 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.4% | 8,942 | $1.1M |
| VERITY Wealth Advisors | 0.84% | No change | 8,898 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -4.6% | 8,857 | $1.1M |
| Biltmore Family Office, LLC | 0.19% | No change | 8,828 | $1.1M |
| Burke & Herbert Bank & Trust Co. | 0.27% | No change | 8,809 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -2.3% | 9,089 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Add +1.1% | 8,754 | $1.1M |
| Banque Pictet & Cie SA | 0.01% | No change | 8,690 | $1.1M |
| Quintet Private Bank (Europe) S.A. | 0.07% | Reduce -12.8% | 8,666 | $1.1M |
| Connecticut Wealth Management, LLC | 0.06% | Reduce -0.2% | 8,659 | $1.1M |
| Kanawha Capital Management LLC | 0.09% | Reduce -3.3% | 8,643 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +10.4% | 8,619 | $1.1M |
| Chicago Partners Investment Group LLC | 0.04% | Add +143.0% | 9,191 | $1.1M |
| Busey Bank | 0.04% | Reduce -44.0% | 8,547 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -24.7% | 8,502 | $1.1M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -5.2% | 8,378 | $1.1M |
| Bigelow Investment Advisors, LLC | 0.51% | Reduce -0.2% | 8,327 | $1.1M |
| City State Bank | 0.35% | Reduce -1.6% | 8,290 | $1.1M |
| BigSur Wealth Management LLC | 0.29% | Add +32.6% | 8,250 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.1% | 8,186 | $1.0M |
| Milestone Investment Advisors LLC | 0.29% | Add +17.6% | 8,102 | $1.0M |
| CW Advisors, LLC | 0.01% | Add +233.5% | 8,058 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +0.1% | 8,046 | $1.0M |
| Banque Cantonale Vaudoise | 0.04% | — | 7,977 | $1.0M |
| Signature Wealth Management Partners, LLC | 0.67% | No change | 7,947 | $1.0M |
| Cwm, LLC | 0.00% | Add +0.2% | 7,892 | $1.0M |
| NewEdge Wealth, LLC | 0.02% | Add +4.1% | 7,842 | $1.0M |
| Wealthfront Advisers LLC | 0.00% | Reduce -33.6% | 7,745 | $991K |
| Adell Harriman & Carpenter Inc. | 0.07% | Reduce -2.7% | 7,640 | $977K |
| Pathstone Holdings, LLC | 0.00% | Add +10.6% | 7,613 | $974K |
| Avior Wealth Management, LLC | 0.04% | Add +2.6% | 7,578 | $969K |
| Shulman DeMeo Asset Management LLC | 0.27% | Reduce -0.3% | 7,386 | $945K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -68.8% | 7,322 | $936K |
| Acropolis Investment Management, LLC | 0.06% | Reduce -3.6% | 7,258 | $928K |
| Focus Financial Network, Inc. | 0.04% | Reduce -9.4% | 7,160 | $916K |
| Belpointe Asset Management LLC | 0.05% | Reduce -5.8% | 7,130 | $912K |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.2% | 7,054 | $902K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -20.9% | 7,003 | $896K |
| Ping Capital Management, Inc. | 0.60% | No change | 7,000 | $895K |
| Proffitt & Goodson Inc. | 0.15% | Add +0.7% | 6,997 | $895K |
| World Investment Advisors | 0.02% | Reduce -0.6% | 6,963 | $891K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -14.4% | 6,935 | $887K |
| Fiduciary Trust Co | 0.01% | No change | 6,915 | $884K |
| Coastal Bridge Advisors, LLC | 0.12% | Add +250.1% | 6,827 | $873K |
| Baltimore-Washington Financial Advisors, Inc. | 0.05% | Reduce -6.0% | 6,815 | $872K |
| Northeast Financial Consultants Inc | 0.04% | No change | 6,811 | $871K |
| LM Advisors LLC | 0.16% | Reduce -2.0% | 6,779 | $867K |
| Global Assets Advisory, LLC | 0.16% | Add +255.6% | 7,315 | $866K |
| Shepherd Financial Partners LLC | 0.10% | Add +3.8% | 6,746 | $863K |
| Richard W. Paul & Associates, LLC | 0.34% | Reduce -0.9% | 6,729 | $861K |
| O'ROURKE & COMPANY, Inc | 0.43% | Add +0.0% | 6,725 | $860K |
| Essex Financial Services, Inc. | 0.06% | Reduce -3.6% | 6,704 | $857K |
| Knightsbridge Asset Management, LLC | 0.22% | Reduce -16.6% | 6,690 | $856K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Add +187.5% | 6,653 | $851K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.7% | 6,534 | $836K |
| Nwi Management LP | 0.11% | No change | 6,500 | $831K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Reduce -4.8% | 6,473 | $828K |
| Webster Bank, N. A. | 0.09% | No change | 6,414 | $820K |
| Nemes Rush Group LLC | 0.10% | Reduce -0.8% | 6,381 | $816K |
| Parsons Capital Management Inc. | 0.04% | No change | 6,375 | $815K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.2% | 6,337 | $810K |
| Sigma Planning Corp | 0.03% | Reduce -2.9% | 6,191 | $792K |
| Sharper & Granite LLC | 0.33% | Reduce -1.3% | 6,170 | $789K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -22.9% | 6,106 | $781K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +100.0% | 6,102 | $781K |
| Florin Court Capital LLP | 0.81% | New | 6,100 | $780K |
| Arkadios Wealth Advisors | 0.03% | Add +48.8% | 6,089 | $779K |
| Ieq Capital, LLC | 0.01% | Add +15.3% | 6,069 | $776K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | Reduce -9.5% | 6,061 | $775K |
| Whittier Trust Co. | 0.01% | Reduce -1.4% | 6,053 | $774K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.0% | 6,006 | $768K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -4.3% | 6,157 | $766K |
| SlateStone Wealth, LLC | 0.08% | Reduce -6.2% | 5,910 | $756K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -7.8% | 5,843 | $747K |
| Dale Q Rice Investment Management Ltd | 0.38% | Reduce -1.8% | 5,793 | $741K |
| Rothschild Investment LLC | 0.05% | No change | 5,779 | $739K |
| PFG Investments, LLC | 0.05% | Reduce -38.1% | 5,764 | $737K |
| Evolution Wealth Advisors, LLC | 0.12% | Reduce -75.7% | 5,753 | $736K |
| Cladis Investment Advisory, LLC | 0.53% | Add +11.1% | 5,710 | $730K |
| CWA Asset Management Group, LLC | 0.04% | Add +97.3% | 5,702 | $729K |
| SeaBridge Investment Advisors LLC | 0.16% | Reduce -6.6% | 5,690 | $728K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.5% | 5,678 | $726K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +2.8% | 5,662 | $724K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -49.6% | 5,661 | $724K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -1.4% | 5,572 | $713K |
| Bailard, Inc. | 0.02% | Add +0.2% | 5,561 | $711K |
| Tyler-Stone Wealth Management | 0.13% | Reduce -4.0% | 5,518 | $706K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -50.6% | 5,506 | $704K |
| Calton & Associates, Inc. | 0.16% | Reduce -2.0% | 5,505 | $704K |
| Dearborn Partners LLC | 0.03% | Reduce -1.6% | 5,471 | $700K |
| Regions Financial Corp. | 0.01% | Reduce -6.9% | 5,460 | $698K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 5,405 | $691K |
| Harbour Capital Advisors, LLC | 0.17% | Reduce -2.9% | 5,563 | $689K |
| First Merchants Corp. | 0.03% | Reduce -2.7% | 5,383 | $688K |
| Advisory Services Network, LLC | 0.01% | Add +20.1% | 5,358 | $685K |
| Sculati Wealth Management, LLC | 0.28% | Reduce -9.5% | 5,349 | $684K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +17.6% | 5,218 | $667K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -15.6% | 5,204 | $666K |
| Principle Wealth Partners LLC | 0.05% | Reduce -9.6% | 5,160 | $660K |
| My Personal CFO, LLC | 0.33% | No change | 5,140 | $657K |
| Advantage Trust Co | 0.40% | Reduce -45.1% | 5,138 | $657K |
| Vontobel Holding Ltd. | 0.00% | Add +73.1% | 5,123 | $655K |
| Smith, Moore & Co. | 0.06% | Reduce -1.0% | 5,110 | $654K |
| American State Bank (Iowa) | 0.39% | No change | 5,082 | $650K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -95.2% | 4,981 | $637K |
| Triumph Capital Management | 0.21% | Reduce -2.4% | 4,926 | $630K |
| Marco Investment Management LLC | 0.06% | No change | 4,886 | $625K |
| Sovereign Financial Group, Inc. | 0.14% | Reduce -2.7% | 4,854 | $621K |
| Stephens Inc. | 0.01% | No change | 4,841 | $619K |
| Haverford Trust Co | 0.01% | No change | 4,830 | $618K |
| Fidelis Capital Partners, LLC | 0.07% | Reduce -2.1% | 5,009 | $617K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +544.7% | 4,803 | $614K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +52.9% | 4,742 | $607K |
| TCV Trust & Wealth Management, Inc. | 0.06% | No change | 4,702 | $601K |
| Maxele Advisors, LLC | 0.58% | Reduce -3.0% | 4,680 | $599K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -13.0% | 4,680 | $599K |
| Ascent Group, LLC | 0.03% | Reduce -2.7% | 4,647 | $594K |
| Summit Financial, LLC | 0.02% | Reduce -18.3% | 4,636 | $593K |
| XTX Topco Ltd | 0.03% | Add +28.9% | 4,573 | $585K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +9.0% | 4,523 | $579K |
| FineMark National Bank & Trust | 0.02% | Add +86.5% | 4,505 | $576K |
| Humankind Investments LLC | 0.15% | No change | 4,500 | $576K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +37.0% | 4,428 | $566K |
| Bourgeon Capital Management LLC | 0.12% | Add +4.9% | 4,424 | $566K |
| PFG Advisors | 0.03% | Reduce -0.2% | 4,393 | $562K |
| Knollwood Investment Advisory, LLC | 0.06% | Reduce -47.7% | 4,385 | $561K |
| Pacific Sun Financial Corp | 0.32% | Reduce -8.7% | 4,377 | $560K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -6.4% | 4,343 | $555K |
| Rockingstone Advisors LLC | 0.25% | Reduce -28.7% | 4,323 | $553K |
| Core Wealth Partners LLC | 0.32% | Add +0.0% | 4,278 | $547K |
| Aft, Forsyth & Company, Inc. | 0.29% | Add +0.1% | 4,211 | $539K |
| Monograph Wealth Advisors, LLC | 0.07% | No change | 4,200 | $537K |
| Tidal Investments LLC | 0.00% | Reduce -19.2% | 4,200 | $537K |
| Navis Wealth Advisors, LLC | 0.53% | Add +0.1% | 4,199 | $537K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -1.3% | 4,199 | $537K |
| Headinvest, LLC | 0.10% | Reduce -2.3% | 4,186 | $535K |
| Syon Capital LLC | 0.04% | Reduce -46.8% | 4,119 | $527K |
| IFG Advisory, LLC | 0.03% | Reduce -8.3% | 4,115 | $526K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -0.8% | 4,107 | $525K |
| Tyche Wealth Partners LLC | 0.11% | Reduce -4.3% | 4,050 | $518K |
| Evoke Wealth, LLC | 0.01% | No change | 3,974 | $508K |
| Graves Light Lenhart Wealth, Inc. | 0.06% | No change | 3,942 | $504K |
| Legacy Edge Advisors, LLC | 0.08% | Add +14.8% | 3,930 | $503K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -3.7% | 3,902 | $499K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.0% | 3,894 | $498K |
| ICICI Prudential Asset Management Co Ltd | 0.06% | No change | 3,877 | $496K |
| Waters Parkerson & Co., LLC | 0.03% | Add +4.0% | 3,850 | $492K |
| Creekside Partners | 0.26% | Add +0.1% | 3,845 | $492K |
| D.A. Davidson & Co. | 0.00% | Add +1.6% | 3,837 | $491K |
| Fort Sheridan Advisors LLC | 0.07% | No change | 3,835 | $491K |
| Chelsea Counsel Co. | 0.27% | No change | 3,830 | $490K |
| Lanark Financial, Inc. | 0.04% | — | 3,784 | $483K |
| HB Wealth Management, LLC | 0.00% | Add +56.3% | 3,728 | $477K |
| Magnolia Capital Advisors LLC | 0.13% | No change | 3,725 | $476K |
| Spire Wealth Management | 0.02% | Reduce -13.7% | 3,690 | $472K |
| Kelman-Lazarov, Inc. | 0.09% | Reduce -9.0% | 3,687 | $472K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +14.9% | 3,684 | $471K |
| Walleye Capital LLC | 0.01% | Reduce -55.6% | 3,670 | $469K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -5.6% | 3,655 | $468K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -1.1% | 3,641 | $466K |
| Keebeck Wealth Management | 0.07% | Reduce -31.4% | 3,638 | $465K |
| Community Financial Services Group, LLC | 0.10% | Reduce -7.7% | 3,624 | $464K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 3,614 | $463K |
| Beck Bode, LLC | 0.09% | Reduce -17.9% | 3,619 | $463K |
| Marathon Capital Management | 0.12% | No change | 3,615 | $462K |
| Chemistry Wealth Management LLC | 0.11% | No change | 3,613 | $462K |
| Middleton & Co. Inc. | 0.05% | No change | 3,600 | $460K |
| Financial Counselors Inc. | 0.01% | Reduce -3.0% | 3,600 | $460K |
| Glassman Wealth Services | 0.08% | No change | 3,598 | $460K |
| Marotta Asset Management | 0.09% | No change | 3,148 | $458K |
| Liberty Wealth Management LLC | 0.09% | Add +0.1% | 3,577 | $457K |
| Carolinas Wealth Consulting LLC | 0.10% | Add +4.4% | 3,562 | $456K |
| AQR Capital Management | 0.00% | New | 3,557 | $455K |
| Coastwise Capital Group, LLC | 0.38% | Add +0.1% | 3,550 | $454K |
| Proficio Capital Partners LLC | 0.04% | No change | 3,633 | $453K |
| Clear Harbor Asset Management, LLC | 0.04% | Add +12.1% | 3,525 | $451K |
| Ted Buchan & Co | 0.21% | Add +32.9% | 3,515 | $450K |
| Endowment Wealth Management, Inc. | 0.29% | Add +56.1% | 3,515 | $450K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | No change | 3,510 | $449K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -4.5% | 3,504 | $448K |
| National Bank of Canada | 0.00% | Reduce -9.6% | 3,475 | $444K |
| Abbot Financial Management, Inc. | 0.23% | Reduce -6.2% | 3,464 | $443K |
| Independent Wealth Network Inc. | 0.18% | Reduce -2.1% | 3,456 | $442K |
| Capstone Wealth Management Group LLC | 0.35% | Reduce -5.4% | 3,404 | $435K |
| Flagship Private Wealth, LLC | 0.21% | Add +0.1% | 3,386 | $433K |
| Valley National Advisers Inc. | 0.08% | Reduce -19.0% | 3,389 | $433K |
| Institute for Wealth Management, LLC. | 0.06% | No change | 3,377 | $432K |
| Brandywine Oak Private Wealth LLC | 0.04% | Reduce -2.2% | 3,351 | $429K |
| Tiaa Trust, National Association | 0.00% | Add +5.7% | 3,333 | $426K |
| Caprock Group, LLC | 0.01% | Reduce -1.1% | 3,308 | $423K |
| Carbahal Olsen Financial Services Group, LLC | 0.40% | Reduce -0.5% | 3,302 | $422K |
| Cibc World Market Inc. | 0.00% | Reduce -18.7% | 3,297 | $422K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +0.0% | 3,277 | $419K |
| Optimum Investment Advisors | 0.20% | Add +0.6% | 3,261 | $417K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -89.9% | 3,246 | $415K |
| Orleans Capital Management Corp. | 0.24% | Add +1.4% | 3,246 | $415K |
| Penbrook Management LLC | 0.31% | Reduce -3.6% | 3,240 | $414K |
| Wedbush Securities Inc. | 0.02% | Reduce -20.3% | 3,211 | $411K |
| Lighthouse Financial LLC | 0.35% | No change | 3,210 | $411K |
| Principal Securities, Inc. | 0.01% | No change | 3,089 | $408K |
| SPC Financial, Inc. | 0.04% | Reduce -2.3% | 3,190 | $408K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -1.8% | 3,181 | $407K |
| Griffin Asset Management, Inc. | 0.05% | No change | 3,165 | $405K |
| International Assets Investment Management, LLC | 0.04% | Reduce -3.8% | 3,135 | $401K |
| IHT Wealth Management, LLC | 0.01% | Reduce -10.4% | 3,123 | $399K |
| Triangle Securities Wealth Management | 0.10% | Reduce -3.1% | 3,096 | $396K |
| Anchor Investment Management, LLC | 0.04% | Reduce -6.0% | 3,082 | $394K |
| Bessemer Group Inc. | 0.00% | No change | 3,075 | $393K |
| HCR Wealth Advisors | 0.05% | No change | 3,061 | $392K |
| King Wealth Management Group | 0.06% | Reduce -0.3% | 3,040 | $389K |
| Maltin Wealth Management, Inc. | 0.18% | Reduce -0.4% | 3,032 | $388K |
| PAX Financial Group, LLC | 0.07% | No change | 3,000 | $384K |
| West Coast Financial LLC | 0.04% | No change | 3,000 | $384K |
| Oakworth Capital, Inc. | 0.03% | No change | 3,000 | $384K |
| Choreo, LLC | 0.01% | Reduce -9.6% | 2,991 | $383K |
| Berger Financial Group, Inc | 0.03% | Add +15.0% | 2,980 | $381K |
| Beverly Hills Private Wealth, LLC | 0.08% | Reduce -0.0% | 2,971 | $380K |
| Aptus Capital Advisors, LLC | 0.00% | Add +45.2% | 2,956 | $378K |
| TD Private Client Wealth LLC | 0.01% | Add +7.7% | 2,956 | $378K |
| Tudor Financial Inc. | 0.23% | No change | 2,947 | $377K |
| Fishman Jay A Ltd. | 0.04% | No change | 2,940 | $376K |
| Werba Rubin Papier Wealth Management | 0.08% | Add +0.0% | 2,920 | $373K |
| Peregrine Asset Advisers, Inc. | 0.14% | Reduce -0.2% | 2,916 | $373K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -5.4% | 2,915 | $373K |
| Richmond Brothers, Inc. | 0.24% | Reduce -22.9% | 2,913 | $373K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -5.7% | 2,861 | $366K |
| Sowell Financial Services LLC | 0.02% | New | 2,854 | $365K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -0.4% | 2,832 | $362K |
| Addison Capital Co | 0.14% | Add +74.7% | 2,805 | $359K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.0% | 2,795 | $357K |
| James J. Burns & Company, LLC | 0.06% | Add +17.8% | 2,782 | $356K |
| Montag A & Associates Inc. | 0.02% | No change | 2,775 | $355K |
| Wescott Financial Advisory Group, LLC | 0.04% | No change | 2,769 | $354K |
| Grant Private Wealth Management Inc | 0.38% | Reduce -3.5% | 2,762 | $353K |
| Beckerman Institutional, LLC | 0.25% | Add +0.8% | 2,751 | $352K |
| Citizens Financial Group Inc. | 0.01% | Reduce -1.8% | 2,738 | $350K |
| Capital Market Strategies LLC | 0.23% | No change | 2,724 | $348K |
| Erste Asset Management GmbH | 0.00% | Add +61.5% | 63,000 | $347K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.5% | 2,703 | $346K |
| Heritage Investment Group, Inc. | 0.06% | No change | 2,675 | $342K |
| Simmons Bank | 0.03% | No change | 2,675 | $342K |
| EWG Elevate Inc. | 0.13% | Reduce -3.5% | 2,650 | $339K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.6% | 2,640 | $338K |
| Ancora Advisors LLC | 0.01% | Reduce -2.7% | 2,631 | $337K |
| Courier Capital LLC | 0.02% | Reduce -0.8% | 2,617 | $335K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -4.2% | 2,602 | $333K |
| Global Financial Private Client, LLC | 0.13% | Add +306.4% | 2,601 | $333K |
| Chancellor Financial Group WB LP | 0.28% | Add +0.0% | 2,597 | $332K |
| Investmark Advisory Group LLC | 0.16% | Add +0.1% | 2,590 | $331K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -4.0% | 2,579 | $330K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -54.4% | 2,651 | $329K |
| Carret Asset Management, LLC | 0.04% | Reduce -7.7% | 2,569 | $329K |
| Bank of New Hampshire | 0.08% | Reduce -6.9% | 2,524 | $323K |
| Keystone Financial Group | 0.03% | Reduce -2.6% | 2,609 | $322K |
| Pines Wealth Management, LLC | 0.15% | Add +19.4% | 2,855 | $320K |
| Seed Wealth Management, Inc. | 0.26% | No change | 2,500 | $320K |
| Bearing Point Capital, LLC | 0.07% | New | 2,500 | $320K |
| Certuity, LLC | 0.03% | Reduce -27.3% | 2,498 | $319K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -0.1% | 2,496 | $319K |
| Signet Financial Management, LLC | 0.04% | Reduce -3.4% | 2,496 | $319K |
| Massachusetts Wealth Management | 0.22% | Add +21.8% | 2,490 | $318K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -0.5% | 2,489 | $318K |
| Raffa Wealth Management, LLC | 0.07% | No change | 2,479 | $317K |
| Hanson & Doremus Investment Management | 0.05% | Reduce -6.2% | 2,481 | $317K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -9.4% | 2,472 | $316K |
| RB Capital Management, LLC | 0.08% | No change | 2,471 | $316K |
| BlackRock, Inc. | 0.00% | Reduce -99.4% | 2,454 | $314K |
| Prospera Financial Services Inc | 0.01% | Reduce -10.4% | 2,449 | $313K |
| Valmark Advisers, Inc. | 0.00% | Add +57.9% | 2,434 | $311K |
| Warner Financial, Inc. | 0.14% | Reduce -2.3% | 2,434 | $311K |
| Grassi Investment Management | 0.03% | Reduce -53.8% | 2,429 | $311K |
| Objective Capital Management, LLC | 0.40% | Reduce -1.2% | 2,430 | $311K |
| Fisher Asset Management | 0.00% | Reduce -5.5% | 2,403 | $307K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -10.6% | 2,400 | $307K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -1.2% | 2,384 | $305K |
| Transatlantique Private Wealth LLC | 0.12% | Reduce -6.8% | 2,378 | $304K |
| Leo Wealth, LLC | 0.04% | Reduce -1.3% | 2,363 | $302K |
| Bay Rivers Group | 0.16% | Reduce -0.3% | 2,358 | $302K |
| Jacobi Capital Management LLC | 0.02% | Reduce -13.1% | 2,346 | $300K |
| KFG Wealth Management, LLC | 0.05% | Add +8.8% | 2,332 | $298K |
| Procyon Advisors, LLC | 0.02% | No change | 2,329 | $298K |
| QRG Capital Management, Inc. | 0.00% | New | 2,314 | $296K |
| Debussy Capital Management LP | 0.05% | Reduce -24.6% | 2,311 | $296K |
| Mission Wealth Management, LP | 0.01% | Reduce -24.8% | 2,292 | $293K |
| LongView Asset Management LLC | 0.25% | Reduce -22.2% | 2,283 | $292K |
| Atlas Private Wealth Advisors | 0.04% | No change | 2,278 | $291K |
| SFE Investment Counsel | 0.06% | Reduce -3.8% | 2,271 | $291K |
| Dover Advisors, LLC | 0.13% | Reduce -13.6% | 2,261 | $289K |
| Atria Investments, Inc | 0.00% | Add +30.8% | 2,260 | $289K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,255 | $288K |
| Townsquare Capital LLC | 0.00% | Add +35.8% | 2,246 | $287K |
| Neumann Capital Management, LLC | 0.10% | No change | 2,238 | $286K |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -59.9% | 2,200 | $284K |
| NorthRock Partners, LLC | 0.01% | Add +1.5% | 2,210 | $283K |
| MGB Wealth Management, LLC | 0.10% | Reduce -21.4% | 2,200 | $281K |
| Southern Capital Advisors, LLC | 0.16% | Add +0.1% | 2,199 | $281K |
| SBI Securities Co., Ltd. | 0.01% | Add +5.2% | 2,198 | $281K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.07% | Reduce -12.1% | 2,175 | $278K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +1.0% | 2,185 | $275K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 2,150 | $275K |
| Chapin Davis, Inc. | 0.09% | Reduce -5.2% | 2,147 | $275K |
| StoneX Group Inc. | 0.02% | Add +12.9% | 2,144 | $274K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -9.3% | 2,095 | $273K |
| Mechanics Bank Trust Department | 0.04% | Reduce -11.5% | 2,125 | $272K |
| Flputnam Investment Management Co. | 0.01% | Add +23.0% | 2,123 | $272K |
| Welch & Forbes LLC | 0.00% | No change | 2,107 | $269K |
| Clare Market Investments LLC | 0.07% | Reduce -20.2% | 2,071 | $265K |
| Samalin Investment Counsel, LLC | 0.11% | Add +0.1% | 2,064 | $264K |
| Financial Advocates Investment Management | 0.02% | Reduce -78.0% | 2,188 | $263K |
| Arete Wealth Advisors, LLC | 0.02% | Add +3.1% | 2,052 | $262K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -18.4% | 2,042 | $260K |
| MTM Financial Group, LLC | 0.15% | Reduce -2.4% | 2,086 | $259K |
| 10Elms LLP | 0.31% | No change | 2,025 | $259K |
| Neuberger Berman Group LLC | 0.00% | Reduce -22.6% | 2,019 | $258K |
| AE Wealth Management LLC | 0.00% | Reduce -6.4% | 2,011 | $257K |
| RPG Investment Advisory, LLC | 0.02% | New | 2,010 | $257K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,009 | $257K |
| Advisor Resource Council | 0.02% | New | 2,006 | $257K |
| Elk River Wealth Management LLC | 0.05% | Reduce -2.7% | 2,000 | $256K |
| Bremer Bank National Association | 0.05% | New | 1,998 | $256K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.1% | 1,990 | $255K |
| Baxter Bros Inc. | 0.03% | Add +23.1% | 1,989 | $254K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -24.2% | 1,978 | $253K |
| SevenBridge Financial Group, LLC | 0.05% | Reduce -24.6% | 2,062 | $252K |
| GFS Advisors, LLC | 0.05% | Reduce -13.3% | 1,959 | $251K |
| First Manhattan Co. Llc. | 0.00% | Reduce -20.4% | 1,946 | $249K |
| Everett Harris & Co. | 0.00% | No change | 1,933 | $247K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | Reduce -33.5% | 1,932 | $247K |
| First Nebraska Trust Co | 0.02% | Reduce -7.4% | 1,917 | $245K |
| M&T Bank Corp | 0.00% | Reduce -53.2% | 1,910 | $244K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -4.7% | 1,909 | $244K |
| United Bank | 0.03% | No change | 1,908 | $244K |
| Larson Financial Group LLC | 0.01% | Add +8.7% | 1,906 | $244K |
| Kovack Advisors, Inc. | 0.03% | Reduce -7.6% | 1,904 | $243K |
| Bravias Capital Group, LLC | 0.20% | Add +9.3% | 1,895 | $242K |
| Regent Peak Wealth Advisors LLC | 0.06% | Reduce -5.9% | 1,887 | $241K |
| NCM Capital Management, LLC | 0.11% | No change | 1,865 | $239K |
| Quantinno Capital Management LP | 0.00% | New | 1,864 | $238K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.1% | 1,852 | $237K |
| BBR Partners, LLC | 0.02% | No change | 1,839 | $235K |
| Douglass Winthrop Advisors, LLC | 0.00% | Reduce -7.8% | 1,835 | $235K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.1% | 1,816 | $232K |
| Wedmont Private Capital | 0.01% | No change | 1,975 | $231K |
| Retirement Planning Co of New England, Inc. | 0.11% | Reduce -1.4% | 1,800 | $230K |
| ESL Trust Services, LLC | 0.05% | No change | 1,800 | $230K |
| John G Ullman & Associates Inc. | 0.04% | New | 1,800 | $230K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,800 | $230K |
| Graypoint LLC | 0.01% | Add +0.2% | 1,782 | $228K |
| Brighton Jones LLC | 0.01% | Add +16.6% | 1,769 | $226K |
| One Capital Management, LLC | 0.01% | Reduce -0.1% | 1,765 | $226K |
| Asset Management Group, Inc. | 0.04% | Add +0.1% | 1,754 | $224K |
| Heritage Wealth Advisors | 0.01% | No change | 1,750 | $224K |
| Acorn Financial Advisory Services Inc. | 0.04% | No change | 1,748 | $224K |
| Tudor Investment Corporation | 0.00% | New | 1,723 | $220K |
| RPS Advisory Solutions LLC | 0.16% | Reduce -9.2% | 1,718 | $220K |
| Allworth Financial LP | 0.00% | Reduce -16.4% | 1,749 | $217K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -5.3% | 1,695 | $217K |
| HSBC Holdings PLC | 0.00% | No change | 1,695 | $217K |
| Hilltop Partners LLC | 0.07% | Reduce -0.8% | 1,688 | $216K |
| RDA Financial Network | 0.06% | Reduce -0.2% | 1,682 | $215K |
| Financial Advisors, LLC | 0.04% | Reduce -4.4% | 1,667 | $213K |
| HUB Investment Partners, LLC | 0.01% | Reduce -42.6% | 1,650 | $211K |
| WJ Wealth Management, LLC | 0.07% | No change | 1,650 | $211K |
| Cora Capital Advisors LLC | 0.10% | Reduce -8.2% | 1,648 | $211K |
| LCNB Corp. | 0.08% | No change | 1,645 | $210K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -25.3% | 1,640 | $210K |
| Millennium Capital Advisors, LLC | 0.15% | No change | 1,626 | $208K |
| Mascagni Wealth Management, Inc. | 0.21% | No change | 1,620 | $207K |
| PACK Private Wealth, LLC | 0.12% | No change | 1,614 | $206K |
| Argent Trust Co | 0.01% | Add +2.2% | 1,612 | $206K |
| Runnymede Capital Advisors, Inc. | 0.20% | Reduce -8.6% | 1,610 | $206K |
| Benjamin Edwards Inc. | 0.00% | Reduce -5.4% | 1,608 | $206K |
| Weil Company, Inc. | 0.06% | Reduce -29.5% | 1,606 | $205K |
| Apriem Advisors | 0.02% | No change | 1,605 | $205K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -5.9% | 1,604 | $205K |
| Ally Invest Advisors Inc. | 0.02% | Add +5.6% | 1,600 | $205K |
| Cahill Financial Advisors Inc. | 0.03% | Add +0.1% | 1,600 | $205K |
| Oxler Private Wealth LLC | 0.07% | Add +0.1% | 1,593 | $204K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -37.0% | 1,590 | $203K |
| Modern Wealth Management, LLC | 0.01% | Reduce -8.0% | 1,571 | $201K |
| Bangor Savings Bank | 0.02% | Reduce -31.3% | 1,565 | $200K |
| Family Manage LLC | 0.03% | Reduce -19.1% | 1,533 | $196K |
| North Star Investment Management Corp. | 0.01% | No change | 1,488 | $190K |
| Caldwell Trust Co | 0.02% | Reduce -13.3% | 1,468 | $188K |
| Caldwell Sutter Capital, Inc. | 0.09% | Reduce -6.5% | 1,442 | $184K |
| EPG Wealth Management LLC | 0.05% | Reduce -5.0% | 1,438 | $184K |
| UMB Bank, n.a. | 0.00% | No change | 1,434 | $183K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,399 | $179K |
| Hikari Tsushin, Inc. | 0.01% | No change | 1,373 | $176K |
| CoreCap Advisors, LLC | 0.01% | Add +5.7% | 1,246 | $159K |
| LFA - Lugano Financial Advisors SA | 0.10% | No change | 1,200 | $153K |
| Union Savings Bank | 0.07% | No change | 1,200 | $153K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,170 | $150K |
| Blue Trust, Inc. | 0.00% | Add +5.2% | 1,145 | $146K |
| Parallel Advisors, LLC | 0.00% | Reduce -8.4% | 1,135 | $145K |
| Bokf, NA | 0.00% | Reduce -16.7% | 1,118 | $143K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -6.9% | 1,104 | $141K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,107 | $141K |
| Orion Capital Management LLC | 0.06% | Reduce -15.4% | 1,100 | $141K |
| Minot DeBlois Advisors LLC | 0.14% | No change | 1,075 | $137K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,050 | $134K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,037 | $133K |
| Register Financial Advisors LLC | 0.07% | Add +0.1% | 978 | $125K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 975 | $125K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -1.1% | 958 | $123K |
| Ascentis Wealth Management, LLC | 0.04% | No change | 975 | $121K |
| Bristlecone Advisors, LLC | 0.01% | No change | 923 | $118K |
| Clearstead Advisors, LLC | 0.00% | Reduce -8.5% | 917 | $117K |
| Lindbrook Capital, LLC | 0.01% | No change | 900 | $115K |
| Fourth Dimension Wealth, LLC | 0.06% | No change | 898 | $115K |
| American Capital Advisory, LLC | 0.06% | No change | 891 | $114K |
| Geneos Wealth Management Inc. | 0.00% | No change | 873 | $112K |
| Olde Wealth Management, LLC | 0.04% | New | 854 | $109K |
| Elequin Capital, LP | 0.03% | New | 829 | $106K |
| Smithfield Trust Co | 0.01% | No change | 800 | $103K |
| North Capital, Inc. | 0.10% | — | 789 | $101K |
| Viewpoint Capital Management LLC | 0.05% | No change | 780 | $100K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -3.0% | 768 | $98K |
| Nvwm, LLC | 0.03% | Reduce -49.1% | 760 | $97K |
| Winch Advisory Services, LLC | 0.02% | Add +0.1% | 717 | $92K |
| Wolff Wiese Magana LLC | 0.06% | No change | 709 | $91K |
| Finley Financial, LLC | 0.05% | No change | 675 | $84K |
| Arax Advisory Partners | 0.01% | Reduce -0.6% | 649 | $83K |
| Investment Research & Advisory Group, Inc. | 0.03% | No change | 642 | $82K |
| Pacific Center for Financial Services | 0.02% | Add +0.2% | 622 | $80K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 609 | $79K |
| Continuum Advisory, LLC | 0.01% | Add +1.3% | 608 | $78K |
| Barrett & Company, Inc. | 0.03% | No change | 604 | $77K |
| AlphaCore Capital LLC | 0.01% | No change | 603 | $77K |
| Tortoise Investment Management, LLC | 0.01% | No change | 603 | $77K |
| MCF Advisors LLC | 0.01% | No change | 600 | $77K |
| Alpine Bank Wealth Management | 0.01% | — | 585 | $75K |
| Resources Management Corp. /CT/ | 0.01% | Add +110.3% | 572 | $73K |
| AllSquare Wealth Management LLC | 0.04% | No change | 567 | $73K |
| Byrne Asset Management LLC | 0.06% | New | 553 | $71K |
| Mb, Levis & Associates, LLC | 0.03% | No change | 552 | $71K |
| HighMark Wealth Management LLC | 0.04% | No change | 547 | $70K |
| Vermillion Wealth Management, Inc. | 0.02% | No change | 530 | $68K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 528 | $68K |
| Coldstream Capital Management Inc. | 0.00% | New | 524 | $67K |
| Angeles Wealth Management, LLC | 0.01% | No change | 524 | $67K |
| Financial Perspectives, Inc | 0.02% | No change | 519 | $66K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 510 | $63K |
| Eastern Bank | 0.00% | Reduce -44.7% | 494 | $63K |
| Activest Wealth Management | 0.02% | Reduce -22.7% | 477 | $61K |
| Asset Dedication, LLC | 0.00% | No change | 472 | $60K |
| Private Trust Co. NA | 0.01% | Reduce -26.1% | 453 | $58K |
| IAG Wealth Partners, LLC | 0.01% | No change | 450 | $58K |
| FSA Wealth Management LLC | 0.02% | No change | 447 | $57K |
| WFA Asset Management Corp | 0.03% | Reduce -0.2% | 411 | $56K |
| Bogart Wealth, LLC | 0.00% | No change | 434 | $56K |
| Mather Group, Llc. | 0.00% | No change | 423 | $54K |
| Centricity Wealth Management, LLC | 0.05% | No change | 415 | $53K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -60.2% | 414 | $53K |
| Paladin Advisory Group, LLC | 0.04% | No change | 407 | $52K |
| Signaturefd, LLC | 0.00% | Reduce -62.8% | 401 | $51K |
| Matrix Private Capital Group LLC | 0.03% | No change | 400 | $51K |
| WASHINGTON TRUST Co | 0.00% | Reduce -22.5% | 400 | $51K |
| Realta Investment Advisors | 0.02% | No change | 396 | $51K |
| Beacon Capital Management, LLC | 0.01% | Reduce -3.0% | 387 | $49K |
| Y.D. More Investments Ltd | 0.00% | No change | 385 | $49K |
| Archer Investment Corp | 0.01% | No change | 378 | $48K |
| GAMMA Investing LLC | 0.00% | No change | 377 | $48K |
| Addison Advisors LLC | 0.01% | Add +10.3% | 375 | $48K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 372 | $48K |
| Lazard Asset Management LLC | 0.00% | New | 375 | $47K |
| Dynamic Wealth Strategies, LLC | 0.04% | New | 362 | $46K |
| Comprehensive Financial Planning, Inc. | 0.04% | Reduce -0.3% | 358 | $46K |
| Founders Financial Alliance, LLC | 0.01% | Add +558.5% | 349 | $45K |
| N.E.W. Advisory Services LLC | 0.00% | New | 349 | $45K |
| Hurley Capital, LLC | 0.03% | Reduce -22.5% | 341 | $44K |
| Bollard Group LLC | 0.00% | No change | 334 | $43K |
| Solstein Capital, LLC | 0.02% | Reduce -34.6% | 330 | $42K |
| Crews Bank & Trust | 0.01% | No change | 330 | $42K |
| Tsfg, LLC | 0.01% | Reduce -29.7% | 332 | $42K |
| Mascoma Wealth Management LLC | 0.01% | No change | 321 | $41K |
| SouthState Bank Corp | 0.00% | Add +269.5% | 303 | $39K |
| Monetary Management Group Inc. | 0.01% | No change | 300 | $38K |
| Main Management LLC | 0.00% | No change | 300 | $38K |
| Macquarie Group Ltd. | 0.00% | New | 297 | $38K |
| Thompson Investment Management, Inc. | 0.01% | No change | 291 | $37K |
| GKV Capital Management Co., Inc. | 0.02% | No change | 290 | $37K |
| Integrity Financial Corp | 0.02% | No change | 289 | $37K |
| Garde Capital, Inc. | 0.00% | New | 279 | $36K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 275 | $35K |
| TrinityBridge Ltd | 0.00% | Add +19.6% | 275 | $35K |
| Hager Investment Management Services, LLC | 0.02% | No change | 260 | $33K |
| Johnson Financial Group, Inc. | 0.00% | Add +4.0% | 260 | $33K |
| Winthrop Capital Management, LLC | 0.01% | Reduce -98.5% | 259 | $33K |
| CX Institutional | 0.00% | New | 253 | $32K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 245 | $31K |
| HM Payson & Co. | 0.00% | Reduce -72.2% | 245 | $31K |
| Woodside Wealth Management LLC | 0.03% | — | 240 | $31K |
| High Note Wealth, LLC | 0.01% | No change | 240 | $31K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 222 | $30K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 236 | $30K |
| Hoey Investments, Inc. | 0.01% | Reduce -55.7% | 235 | $30K |
| Murphy & Mullick Capital Management Corp | 0.03% | Reduce -11.7% | 234 | $30K |
| Rogco, LP | 0.01% | Reduce -67.0% | 231 | $30K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 228 | $29K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 225 | $29K |
| Deutsche Bank AG | 0.00% | No change | 221 | $28K |
| Key Financial Inc | 0.01% | No change | 220 | $28K |
| NFSG Corp | 0.01% | Reduce -13.7% | 215 | $28K |
| Darwin Wealth Management, LLC | 0.01% | No change | 200 | $26K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -53.2% | 207 | $26K |
| Highline Wealth Partners LLC | 0.01% | No change | 205 | $26K |
| Consultiva Wealth Management, Corp. | 0.09% | No change | 200 | $26K |
| Ramirez Asset Management, Inc. | 0.01% | New | 200 | $26K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.5% | 197 | $25K |
| Phillips Financial Management, LLC | 0.00% | No change | 196 | $25K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 187 | $25K |
| Sound Income Strategies, LLC | 0.00% | Add +961.1% | 191 | $24K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 189 | $24K |
| Front Row Advisors LLC | 0.01% | No change | 180 | $23K |
| Advanced Asset Management Advisors Inc | 0.01% | No change | 180 | $23K |
| Horizon Bancorp Inc. | 0.01% | Reduce -37.6% | 181 | $23K |
| Parkside Financial Bank & Trust | 0.00% | Add +16.2% | 179 | $23K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 175 | $22K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 162 | $21K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -27.4% | 159 | $20K |
| West Branch Capital LLC | 0.01% | Add +50.5% | 152 | $19K |
| Painted Porch Advisors LLC | 0.01% | New | 150 | $19K |
| CVA Family Office, LLC | 0.00% | No change | 150 | $19K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 150 | $19K |
| Independence Bank of Kentucky | 0.00% | Add +52.6% | 145 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 144 | $19K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 150 | $18K |
| Promus Capital, LLC | 0.01% | No change | 136 | $17K |
| Sage Mountain Advisors LLC | 0.00% | Add +80.0% | 135 | $17K |
| Main Street Group, LTD | 0.01% | Add +1090.9% | 131 | $17K |
| SYM FINANCIAL Corp | 0.00% | Reduce -70.5% | 127 | $16K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 122 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 124 | $16K |
| JDM Financial Group LLC | 0.01% | No change | 121 | $15K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 120 | $15K |
| WPG Advisers, LLC | 0.01% | New | 117 | $15K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 113 | $15K |
| Delta Asset Management LLC | 0.00% | No change | 112 | $14K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -4.5% | 106 | $14K |
| Assetmark, Inc. | 0.00% | Reduce -41.1% | 106 | $14K |
| Synergy Investment Management, LLC | 0.01% | No change | 106 | $14K |
| Financial Freedom, LLC | 0.01% | Reduce -42.3% | 101 | $13K |
| Hartford Financial Management Inc. | 0.00% | No change | 100 | $13K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -75.4% | 100 | $13K |
| Tidemark, LLC | 0.00% | No change | 95 | $12K |
| Bfsg, LLC | 0.00% | No change | 90 | $12K |
| Country Trust Bank | 0.00% | No change | 85 | $11K |
| Crewe Advisors LLC | 0.00% | Reduce -64.7% | 82 | $10K |
| Princeton Global Asset Management LLC | 0.00% | No change | 80 | $10K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 79 | $10K |
| Sittner & Nelson, LLC | 0.00% | No change | 77 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 77 | $10K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 77 | $10K |
| Richards, Merrill & Peterson, Inc. | 0.01% | New | 75 | $10K |
| Centennial Bank | 0.00% | No change | 75 | $10K |
| Atticus Wealth Management, LLC | 0.00% | No change | 75 | $10K |
| Hollencrest Capital Management | 0.00% | No change | 75 | $10K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | No change | 72 | $9K |
| Robbins Farley | 0.00% | Reduce -99.8% | 71 | $9K |
| FWL Investment Management, LLC | 0.00% | Reduce -12.3% | 71 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 71 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.4% | 71 | $9K |
| Coston, McIsaac & Partners | 0.00% | No change | 74 | $9K |
| Sachetta, LLC | 0.00% | No change | 65 | $8K |
| Breakwater Investment Management | 0.00% | No change | 63 | $8K |
| Gables Capital Management Inc. | 0.00% | No change | 60 | $8K |
| Rialto Wealth Management, LLC | 0.00% | No change | 60 | $8K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 54 | $7K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 52 | $7K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 52 | $7K |
| Motco | 0.00% | No change | 51 | $7K |
| Evermay Wealth Management LLC | 0.00% | No change | 50 | $6K |
| Trust Co | 0.00% | No change | 50 | $6K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -52.5% | 48 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 47 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 45 | $6K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 45 | $6K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 45 | $6K |
| MTM Investment Management, LLC | 0.00% | No change | 46 | $6K |
| WealthShield Partners, LLC | 0.00% | Reduce -77.1% | 43 | $6K |
| Nova Wealth Management, Inc. | 0.00% | No change | 40 | $5K |
| Powell Investment Advisors, LLC | 0.00% | No change | 40 | $5K |
| Beutel, Goodman & Co Ltd. | 0.00% | New | 45 | $5K |
| Concord Wealth Partners | 0.00% | No change | 39 | $5K |
| Ameriflex Group, Inc. | 0.00% | Reduce -39.3% | 37 | $5K |
| Cardiff Park Advisors, LLC | 0.00% | New | 37 | $5K |
| Rakuten Securities, Inc. | 0.00% | Add +1650.0% | 35 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 35 | $4K |
| IMG Wealth Management, Inc. | 0.00% | Add +3.1% | 33 | $4K |
| Dunhill Financial, LLC | 0.00% | New | 50 | $4K |
| Garrison Bradford & Associates Inc. | 0.00% | New | 30 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 30 | $4K |
| Stone House Investment Management, LLC | 0.00% | New | 30 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 27 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 26 | $3K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 25 | $3K |
| GoalVest Advisory LLC | 0.00% | New | 25 | $3K |
| Capital Analysts, LLC | 0.00% | No change | 20 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -99.5% | 22 | $3K |
| Provident Wealth Management, LLC | 0.00% | No change | 20 | $3K |
| Transce3nd, LLC | 0.00% | Reduce -67.3% | 17 | $2K |
| Qube Research & Technologies Ltd | 0.00% | New | 16 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 20 | $2K |
| 1 North Wealth Services LLC | 0.00% | New | 15 | $2K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | — | 15 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 15 | $2K |
| PSI Advisors, LLC | 0.00% | Reduce -61.3% | 12 | $2K |
| Aviso Financial Inc. | 0.00% | No change | 12 | $2K |
| Logan Capital Management Inc. | 0.00% | No change | 10 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 10 | $1K |
| Washington Growth Strategies LLC | 0.75% | — | 128 | $834 |
| Founders Capital Management | 0.00% | No change | 6 | $780 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 5 | $640 |
| Luminist Capital LLC | 0.00% | No change | 4 | $498 |
| Western Pacific Wealth Management, LP | 0.00% | No change | 3 | $386 |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -100.0% | 3 | $384 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $128 |
"% of holder's portfolio" is IBB's weight in each manager's 13F, not the share of iShares Biotechnology ETF the manager owns.