iShares Core MSCI Dev MKTSIDEVETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 516 institutions reported holding iShares Core MSCI Dev MKTS (IDEV) in their 13F filings, up 68 from Q3 2024. 51 opened new positions and 20 sold out. The largest holders were Bank of America Corp. ($2.4B), BlackRock, Inc. ($1.2B) and Creative Planning ($1.2B). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Core MSCI Dev MKTS
- CUSIP
- 46435G326
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $52.8M |
| Exits | 20 | $14.5M |
All 13F filers, Q3 2024 → Q4 2024: 12,195,504 shares bought and 3,639,664 shares sold, net +8,555,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 516 holders
| Bank of America Corp. | 0.22% | Add +3.5% | 36,580,553 | $2.4B |
| BlackRock, Inc. | 0.02% | Add +11.6% | 18,824,709 | $1.2B |
| Creative Planning | 1.13% | Add +2.7% | 17,995,579 | $1.2B |
| Morgan Stanley | 0.05% | Add +5.2% | 10,320,437 | $665.4M |
| Sei Investments Co. | 0.81% | Add +6.3% | 9,820,684 | $633.1M |
| Bank of Finland | 27.43% | Reduce -18.6% | 5,965,563 | $384.6M |
| Citigroup Inc. | 0.35% | Add +7.0% | 5,614,461 | $362.0M |
| Bessemer Group Inc. | 0.39% | Add +12.4% | 3,706,315 | $238.9M |
| Alesco Advisors, LLC, An ESL Co | 6.24% | Add +4.8% | 3,082,350 | $198.7M |
| Envestnet Asset Management Inc. | 0.06% | Add +34.3% | 2,870,168 | $185.0M |
| Focus Partners Wealth | 0.47% | Add +11.5% | 2,798,325 | $180.4M |
| Focus Partners Advisor Solutions, LLC | 2.93% | Add +18.5% | 2,695,603 | $173.8M |
| JPMorgan Chase & Co. | 0.01% | Add +12.2% | 2,638,747 | $170.1M |
| Auto-Owners Insurance Co | 3.81% | Add +7.7% | 2,598,000 | $167.4M |
| Aptus Capital Advisors, LLC | 1.47% | Add +15.7% | 1,917,437 | $123.6M |
| Raymond James Financial Inc. | 0.04% | — | 1,686,974 | $108.8M |
| Assetmark, Inc. | 0.28% | Add +4.1% | 1,623,011 | $104.6M |
| MCF Advisors LLC | 7.18% | Add +5.2% | 1,586,829 | $102.3M |
| Davidson Investment Advisors | 4.76% | Add +1.0% | 1,520,640 | $98.0M |
| Stratos Wealth Partners, LTD. | 1.35% | Add +4.5% | 1,466,260 | $94.5M |
| TFC Financial Management, Inc. | 14.66% | Add +3.2% | 1,438,229 | $92.7M |
| Empowered Funds, LLC | 1.34% | Add +6.7% | 1,419,822 | $91.5M |
| CCM Investment Group, LLC | 9.95% | — | 1,415,632 | $91.3M |
| Horizon Investments, LLC | 2.50% | Reduce -13.7% | 1,352,944 | $87.2M |
| UBS Group AG | 0.02% | Add +4.5% | 1,332,365 | $85.9M |
| Axxcess Wealth Management, LLC | 2.06% | Add +1.8% | 1,291,949 | $83.3M |
| Capital Asset Advisory Services LLC | 4.09% | Add +1.4% | 1,286,013 | $83.1M |
| Nixon Peabody Trust Co. | 6.37% | Add +4.3% | 1,200,185 | $77.4M |
| Litman Gregory Wealth Management LLC | 6.45% | Add +10.1% | 1,153,825 | $74.4M |
| Clarius Group, LLC | 4.80% | Add +11.4% | 1,089,294 | $70.2M |
| PNC Financial Services Group, Inc. | 0.05% | Add +13.7% | 1,063,469 | $68.6M |
| Amarillo National Bank | 10.22% | Reduce -0.8% | 863,444 | $55.7M |
| First Command Advisory Services, Inc. | 0.53% | Add +17.1% | 859,931 | $55.4M |
| Mariner, LLC | 0.09% | Reduce -2.4% | 827,284 | $53.3M |
| Wealthspire Retirement, LLC | 3.79% | Add +3.2% | 744,870 | $48.0M |
| LPL Financial LLC | 0.02% | Add +13.3% | 743,817 | $48.0M |
| Royal Bank of Canada | 0.01% | Reduce -52.9% | 739,186 | $47.7M |
| Foster Group, Inc. | 1.74% | Add +9.6% | 706,191 | $45.5M |
| Rock Creek Group LLC | 4.71% | Reduce -7.8% | 685,309 | $44.8M |
| Principal Securities, Inc. | 1.00% | Add +4864.7% | 690,887 | $44.5M |
| Klaas Financial Asset Advisors, LLC | 7.72% | Add +3.0% | 679,592 | $43.8M |
| Cetera Investment Advisers | 0.09% | Add +7.3% | 665,614 | $42.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +16.9% | 659,679 | $42.5M |
| Standpoint Asset Management, LLC | 8.16% | No change | 657,000 | $42.4M |
| Commonwealth Equity Services, LLC | 0.06% | Add +2.5% | 635,128 | $40.9M |
| Wells Fargo & Company | 0.01% | Reduce -22.6% | 578,343 | $37.3M |
| Captrust Financial Advisors | 0.09% | Reduce -0.7% | 502,739 | $32.4M |
| Arrow Financial Corp | 2.79% | Add +1.2% | 455,327 | $29.4M |
| Sterling Capital Management LLC | 0.39% | Reduce -3.9% | 444,391 | $28.6M |
| Signature Estate & Investment Advisors LLC | 0.68% | Reduce -23.6% | 418,178 | $27.0M |
| DDFG, Inc | 7.66% | Add +3.2% | 411,490 | $26.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -5.2% | 395,189 | $25.5M |
| AAF Wealth Management, LLC | 12.84% | Add +6.7% | 394,898 | $25.5M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +6.6% | 385,304 | $24.8M |
| Stockman Wealth Management, Inc. | 3.75% | Add +5.9% | 371,042 | $23.9M |
| Veery Capital, LLC | 8.28% | Add +18.8% | 335,554 | $21.6M |
| AE Wealth Management LLC | 0.17% | Reduce -3.8% | 313,770 | $20.2M |
| BSW Wealth Partners | 2.76% | Add +8.8% | 291,283 | $18.8M |
| Bank of New York Mellon Corp | 0.00% | Add +6.6% | 285,681 | $18.4M |
| Oak Root LLC | 2.35% | Reduce -9.7% | 279,807 | $18.0M |
| First National Bank Sioux Falls | 7.13% | Add +16.2% | 259,638 | $16.7M |
| Coldstream Capital Management Inc. | 0.36% | Reduce -5.2% | 258,648 | $16.7M |
| Vision Capital Management, Inc. | 2.41% | Add +0.5% | 254,067 | $16.4M |
| Columbus Macro, LLC | 2.24% | Add +368.8% | 250,687 | $16.2M |
| MBL Wealth, LLC | 1.62% | Add +3.1% | 250,300 | $16.1M |
| FDx Advisors, Inc. | 4.71% | Reduce -6.2% | 249,755 | $16.1M |
| Global Strategic Investment Solutions, LLC | 1.86% | Add +1.5% | 246,191 | $15.9M |
| Orion Porfolio Solutions, LLC | 0.16% | Reduce -10.2% | 241,352 | $15.6M |
| Orion Portfolio Solutions, LLC | 0.16% | Reduce -10.2% | 241,352 | $15.6M |
| Fortitude Family Office, LLC | 5.34% | Add +17.4% | 231,975 | $15.0M |
| Kondo Wealth Advisors, Inc. | 7.22% | — | 220,821 | $14.2M |
| Aerodigm Wealth, LLC | 8.46% | Add +16.3% | 219,578 | $14.2M |
| Hi-Line Capital Management, LLC | 5.66% | New | 200,618 | $12.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +6.9% | 197,558 | $12.7M |
| Allworth Financial LP | 0.07% | Add +123.9% | 186,584 | $12.4M |
| Financial Advisors Network, Inc. | 1.99% | — | 185,511 | $12.0M |
| Cornerstone Wealth Group, LLC | 0.98% | Reduce -18.5% | 185,221 | $11.9M |
| Blue Investment Partners LLC | 4.36% | Add +1.5% | 184,112 | $11.9M |
| Prudent Investors Network, Inc. | 3.46% | Add +8.1% | 183,663 | $11.8M |
| Stark Wealth Management LLC | 8.67% | — | 182,588 | $11.8M |
| Northwest Wealth Management, LLC | 2.49% | Add +33.9% | 182,318 | $11.8M |
| Securian Asset Management, Inc. | 0.34% | New | 180,629 | $11.6M |
| Peterson Wealth Advisors, LLC | 2.08% | Add +43.4% | 178,964 | $11.6M |
| Cape Cod Five Cents Savings Bank | 1.02% | No change | 162,382 | $11.5M |
| Missouri Trust & Investment Co | 3.97% | Add +1.4% | 175,247 | $11.3M |
| Relyea Zuckerberg Hanson LLC | 1.49% | Add +23.3% | 171,958 | $11.1M |
| Founders Financial Securities LLC | 0.99% | Add +4.0% | 169,751 | $10.9M |
| Allegiance Financial Group Advisory Services LLC | 3.43% | Add +8.6% | 164,218 | $10.6M |
| &partners | 0.12% | Add +2483.6% | 159,870 | $10.3M |
| Peirce Capital Management, LLC | 5.20% | Add +9.2% | 157,355 | $10.1M |
| Truist Financial Corp. | 0.02% | Add +1.1% | 156,790 | $10.1M |
| Citizens Financial Group Inc. | 0.19% | Add +1.2% | 154,885 | $10.0M |
| Ameriprise Financial Inc. | 0.00% | Add +4.9% | 153,575 | $9.9M |
| ABLE Financial Group, LLC | 2.86% | New | 150,206 | $9.7M |
| Wealthcare Advisory Partners LLC | 0.26% | Add +1.6% | 146,266 | $9.4M |
| Accelerate Investment Advisors LLC | 8.16% | Add +5.9% | 143,608 | $9.3M |
| Osaic Holdings, Inc. | 0.02% | Add +6.4% | 141,166 | $9.1M |
| MML Investors Services, LLC | 0.03% | Reduce -1.4% | 140,438 | $9.1M |
| CarsonAllaria Wealth Management, Ltd. | 5.05% | Add +6.7% | 136,768 | $8.8M |
| Solstein Capital, LLC | 4.88% | No change | 135,283 | $8.7M |
| Steele Capital Management, Inc. | 0.45% | Reduce -0.4% | 135,277 | $8.7M |
| Townsquare Capital LLC | 0.10% | Add +5.2% | 133,436 | $8.6M |
| Squire Investment Management Company, LLC | 3.76% | Add +16.7% | 132,538 | $8.5M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -1.3% | 131,744 | $8.5M |
| Heritage Financial Services, LLC | 1.10% | Add +0.8% | 128,588 | $8.3M |
| Brown Wealth Management, LLC | 2.92% | Add +6.1% | 127,563 | $8.2M |
| Modern Wealth Management, LLC | 0.30% | Add +24.2% | 124,580 | $8.0M |
| Bremer Bank National Association | 1.57% | Add +2.8% | 123,026 | $7.9M |
| Running Point Capital Advisors, LLC | 2.71% | Add +20.3% | 122,801 | $7.9M |
| Bank Hapoalim BM | 1.33% | No change | 122,400 | $7.9M |
| Heritage Investment Group, Inc. | 1.45% | Add +13.9% | 120,340 | $7.8M |
| New England Asset Management Inc. | 1.36% | No change | 117,400 | $7.6M |
| Baird Financial Group, Inc. | 0.01% | Add +0.5% | 115,815 | $7.5M |
| Premier Path Wealth Partners, LLC | 1.14% | Add +4.3% | 115,665 | $7.5M |
| Family Wealth Partners, LLC | 3.47% | Add +26.2% | 113,125 | $7.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.37% | Add +2.6% | 111,457 | $7.2M |
| Geneos Wealth Management Inc. | 0.25% | Add +4.1% | 108,600 | $7.0M |
| Legacy Private Trust Co. | 0.45% | Reduce -1.2% | 106,486 | $6.9M |
| Causey Wealth LLC | 3.82% | — | 101,704 | $6.6M |
| Perigon Wealth Management, LLC | 0.15% | Add +17.7% | 96,189 | $6.3M |
| Simplicity Wealth,LLC | 1.30% | Reduce -5.6% | 96,455 | $6.2M |
| Beckerman Institutional, LLC | 4.85% | Reduce -0.3% | 94,031 | $6.1M |
| Resonant Capital Advisors, LLC | 0.43% | Add +3.5% | 91,505 | $5.9M |
| CogentBlue Wealth Advisors, LLC | 5.19% | — | 91,372 | $5.9M |
| Avantax Advisory Services, Inc. | 0.04% | Add +5.2% | 89,931 | $5.8M |
| Kickstand Ventures, Llc. | 1.46% | Reduce -0.2% | 88,972 | $5.7M |
| OMNI 360 Wealth, Inc. | 3.81% | Add +19.3% | 88,756 | $5.7M |
| Higgins & Schmidt Wealth Strategies LLC | 3.52% | Add +11.3% | 87,666 | $5.7M |
| CreativeOne Wealth, LLC | 0.17% | Reduce -15.2% | 84,499 | $5.4M |
| Wedmont Private Capital | 0.27% | Add +1.8% | 81,271 | $5.2M |
| MBA Advisors LLC | 2.60% | Add +2.7% | 79,404 | $5.1M |
| Patriot Investment Management Group, Inc. | 0.38% | Reduce -36.6% | 79,299 | $5.1M |
| Red Wave Investments LLC | 1.77% | Reduce -0.4% | 78,670 | $5.1M |
| Friday Financial | 3.48% | — | 78,356 | $5.1M |
| Private Advisor Group, LLC | 0.03% | Add +30.4% | 78,197 | $5.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.34% | Reduce -2.2% | 76,652 | $4.9M |
| R. W. Roge & Company, Inc. | 2.55% | Reduce -38.7% | 73,403 | $4.7M |
| Financial Counselors Inc. | 0.07% | Reduce -0.5% | 73,153 | $4.7M |
| Sterling Manor Financial, LLC | 3.27% | Reduce -47.1% | 72,663 | $4.7M |
| Exencial Wealth Advisors, LLC | 0.17% | Reduce -5.3% | 70,237 | $4.5M |
| Kaufman Rossin Wealth, LLC | 4.62% | — | 69,622 | $4.5M |
| Dravo Bay LLC | 2.09% | Add +10.2% | 66,720 | $4.3M |
| Eight 31 Financial, LLC | 3.20% | Add +6.5% | 65,420 | $4.2M |
| Elevate Wealth Advisory, Inc. | 3.15% | Add +3.6% | 65,171 | $4.2M |
| Hemington Wealth Management | 1.06% | Add +0.1% | 65,084 | $4.2M |
| Cerity Partners LLC | 0.01% | Reduce -4.6% | 64,094 | $4.1M |
| Gladstone Institutional Advisory LLC | 0.19% | Add +3.1% | 63,812 | $4.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +2.5% | 61,737 | $4.0M |
| Sagespring Wealth Partners, LLC | 0.10% | — | 61,167 | $3.9M |
| Cascade Financial Partners, LLC | 0.51% | Add +7.6% | 60,118 | $3.9M |
| Arbor Investment Advisors, LLC | 0.54% | Add +20.4% | 59,340 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +93.0% | 53,680 | $3.6M |
| Strid Group, LLC | 0.57% | Add +1.6% | 56,557 | $3.6M |
| Probity Advisors, Inc. | 0.64% | Add +8.3% | 51,486 | $3.3M |
| Leavell Investment Management, Inc. | 0.16% | Add +6.1% | 51,274 | $3.3M |
| Advus Financial Partners, LLC | 0.90% | Add +0.0% | 49,323 | $3.2M |
| Brady Martz Wealth Solutions, LLC | 0.76% | — | 49,025 | $3.1M |
| FF Advisors,LLC | 2.07% | Reduce -16.0% | 44,895 | $3.0M |
| Evensky & Katz LLC | 0.20% | Reduce -7.2% | 46,635 | $3.0M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -24.7% | 46,151 | $3.0M |
| Cosner Financial Group, LLC | 1.87% | No change | 45,746 | $2.9M |
| Beam Wealth Advisors, Inc. | 0.93% | Reduce -3.6% | 45,424 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Add +54.3% | 44,637 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -7.3% | 42,550 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +78.3% | 41,955 | $2.7M |
| Summit Wealth Partners, LLC | 0.55% | Add +38.9% | 41,294 | $2.7M |
| United Capital Financial Advisors, LLC | 0.02% | Add +21.0% | 40,779 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Add +6.8% | 39,862 | $2.6M |
| Defined Wealth Management, LLC | 1.69% | Add +0.7% | 39,506 | $2.5M |
| Cwm, LLC | 0.01% | Reduce -20.1% | 38,785 | $2.5M |
| FWG Investments, LLC. | 1.92% | Reduce -2.2% | 38,369 | $2.5M |
| WealthShield Partners, LLC | 0.34% | Reduce -17.9% | 37,429 | $2.4M |
| National Wealth Management Group, LLC | 1.55% | Add +2.3% | 36,176 | $2.3M |
| Stifel Financial Corp. | 0.00% | Reduce -6.4% | 35,621 | $2.3M |
| Granite Bay Wealth Management, LLC | 0.84% | New | 35,168 | $2.3M |
| Summit Financial, LLC | 0.08% | Add +7.8% | 35,090 | $2.3M |
| Resolute Advisors LLC | 0.45% | Add +1.6% | 34,799 | $2.2M |
| Howard Bailey Securities, LLC | 0.82% | Reduce -6.1% | 34,280 | $2.2M |
| Cobblestone Capital Advisors LLC | 0.12% | Reduce -1.7% | 33,745 | $2.2M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -1.9% | 33,598 | $2.2M |
| FC Advisory LLC | 0.69% | Add +13.4% | 32,100 | $2.1M |
| Hoge Financial Services, LLC | 1.49% | Add +0.7% | 31,658 | $2.0M |
| Debussy Capital Management LP | 0.31% | Add +72.2% | 30,349 | $2.0M |
| Hilltop Wealth Advisors, LLC | 1.00% | Reduce -8.0% | 30,772 | $2.0M |
| Lauterbach Financial Advisors, LLC | 1.20% | Add +13.7% | 30,599 | $2.0M |
| FMR LLC | 0.00% | Add +28.1% | 30,538 | $2.0M |
| Kraft Asset Management, LLC | 1.49% | Reduce -4.5% | 29,800 | $1.9M |
| Asset Dedication, LLC | 0.15% | Add +51.9% | 29,538 | $1.9M |
| Lakeridge Wealth Management LLC | 0.97% | Add +3.7% | 29,268 | $1.9M |
| Csenge Advisory Group | 0.10% | Reduce -4.0% | 29,048 | $1.9M |
| Claris Advisors, LLC / Mo / | 0.70% | Add +15.1% | 28,970 | $1.9M |
| Cyndeo Wealth Partners, LLC | 0.13% | No change | 28,959 | $1.9M |
| Gainplan LLC | 0.70% | Reduce -37.3% | 28,704 | $1.9M |
| Hart & Patterson Financial Group LLC | 0.90% | Reduce -5.4% | 28,614 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +41.4% | 28,530 | $1.8M |
| Retirement Planning Group, LLC | 0.09% | Reduce -0.8% | 28,439 | $1.8M |
| Cordant, Inc. | 0.94% | Reduce -2.5% | 27,661 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +2.1% | 27,589 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +244.1% | 26,757 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -54.9% | 26,412 | $1.7M |
| IFP Advisors, Inc | 0.06% | Add +0.5% | 26,377 | $1.7M |
| Compass Capital Corp. /Ma/ | 0.66% | — | 25,378 | $1.7M |
| Rf&l Wealth Management, LLC | 1.17% | Add +7.6% | 25,712 | $1.7M |
| Chokshi & Queen Wealth Advisors, Inc | 1.03% | — | 25,678 | $1.7M |
| AQR Capital Management | 0.00% | Add +99.1% | 25,589 | $1.6M |
| VanderPol Investments L.L.C. | 3.56% | Add +77.8% | 25,283 | $1.6M |
| Park Avenue Securities LLC | 0.02% | Add +113.6% | 25,253 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.3% | 25,056 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Add +6.6% | 24,984 | $1.6M |
| Comerica Bank | 0.01% | Reduce -19.6% | 24,807 | $1.6M |
| Independent Advisor Alliance | 0.02% | New | 24,413 | $1.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | No change | 24,400 | $1.6M |
| Sigma Investment Counselors Inc. | 0.09% | Reduce -1.8% | 24,358 | $1.6M |
| Smith, Moore & Co. | 0.14% | Reduce -0.9% | 24,340 | $1.6M |
| TFB Advisors LLC | 0.45% | Add +8.2% | 24,294 | $1.6M |
| B.O.S.S. Retirement Advisors, LLC | 0.43% | New | 23,866 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +5.1% | 23,416 | $1.5M |
| Strategies Wealth Advisors, LLC | 0.18% | Reduce -4.0% | 21,809 | $1.5M |
| LifePlan Investment Advisors, Inc. | 0.91% | Add +0.8% | 22,895 | $1.5M |
| Heritage Trust Co | 0.17% | — | 22,027 | $1.4M |
| Uniting Wealth Partners, LLC | 0.68% | — | 21,951 | $1.4M |
| Values Added Financial LLC | 0.81% | New | 21,723 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 21,634 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.08% | No change | 21,420 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +490.5% | 21,407 | $1.4M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -0.6% | 21,050 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +4.8% | 20,960 | $1.4M |
| Financial Synergies Wealth Advisors, Inc. | 0.16% | Add +0.8% | 20,580 | $1.3M |
| Strategic Financial Planning, Inc. | 0.90% | Reduce -15.7% | 20,536 | $1.3M |
| Kentucky Farm Bureau Mutual Insurance Co | 0.29% | No change | 20,000 | $1.3M |
| Compound Planning, Inc. | 0.06% | Add +23.5% | 19,650 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +32.5% | 19,128 | $1.2M |
| Benjamin Edwards Inc. | 0.02% | Reduce -7.7% | 19,109 | $1.2M |
| Greenspring Advisors, LLC | 0.26% | Reduce -24.1% | 18,722 | $1.2M |
| LJI Wealth Management, LLC | 0.23% | Add +0.6% | 17,891 | $1.2M |
| HRT Financial LP | 0.01% | New | 17,431 | $1.1M |
| Inman Jager Wealth Management, LLC | 0.86% | — | 17,213 | $1.1M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -3.8% | 17,314 | $1.1M |
| F&V Capital Management, LLC | 0.29% | No change | 17,110 | $1.1M |
| Chicago Capital, LLC | 0.03% | No change | 16,856 | $1.1M |
| Verum Partners LLC | 0.31% | Reduce -0.4% | 16,776 | $1.1M |
| CGN Advisors LLC | 0.10% | Add +3.1% | 16,621 | $1.1M |
| Arista Wealth Management, LLC | 0.26% | No change | 16,532 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +15.6% | 16,417 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -51.8% | 16,361 | $1.1M |
| Lloyd Advisory Services, LLC. | 0.49% | Reduce -2.4% | 16,166 | $1.0M |
| Kingdom Financial Group LLC. | 0.70% | Reduce -1.6% | 15,809 | $1.0M |
| Endowment Wealth Management, Inc. | 0.68% | Add +23.3% | 15,705 | $1.0M |
| Riversedge Advisors, LLC | 0.23% | New | 15,701 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | Add +6.1% | 15,273 | $985K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.1% | 14,441 | $938K |
| C M Bidwell & Associates Ltd. | 0.57% | Add +10.4% | 14,540 | $937K |
| SageView Advisory Group, LLC | 0.04% | Reduce -0.5% | 14,276 | $920K |
| Angeles Wealth Management, LLC | 0.07% | No change | 13,983 | $901K |
| Tranquilli Financial Advisor LLC | 0.57% | Add +5.7% | 13,866 | $894K |
| Kestra Advisory Services, LLC | 0.00% | Add +220.1% | 13,697 | $883K |
| Napatree Capital LLC | 0.51% | Add +6.2% | 13,431 | $866K |
| New England Private Wealth Advisors LLC | 0.14% | Add +1.3% | 13,217 | $852K |
| Keb Asset Management, LLC | 0.24% | No change | 13,090 | $844K |
| Traveka Wealth, LLC | 0.46% | Reduce -59.5% | 13,016 | $839K |
| Cresset Asset Management, LLC | 0.00% | Reduce -19.2% | 12,939 | $834K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -25.1% | 12,925 | $833K |
| K2 Financial Inc. | 0.81% | — | 12,792 | $816K |
| Bonfire Financial | 0.74% | — | 12,651 | $816K |
| Stewardship Advisors, LLC | 0.22% | Add +50.6% | 12,435 | $802K |
| Empire Financial Management Company, LLC | 0.25% | No change | 12,358 | $797K |
| Tudor Financial Inc. | 0.45% | Reduce -2.4% | 12,021 | $775K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.0% | 11,687 | $753K |
| GeoWealth Management, LLC | 0.02% | Reduce -26.5% | 11,678 | $753K |
| Harbour Investments, Inc. | 0.02% | Add +15.5% | 11,672 | $752K |
| Dopkins Wealth Management, LLC | 0.38% | New | 11,630 | $750K |
| Kirtland Hills Capital Management, LLC | 0.48% | No change | 11,615 | $749K |
| Sapient Capital LLC | 0.01% | Add +82.4% | 11,528 | $743K |
| Meitav Investment House Ltd. | 0.01% | Reduce -7.0% | 11,519 | $743K |
| Avantax Planning Partners, Inc. | 0.03% | Add +2.5% | 11,454 | $738K |
| HMV Wealth Advisors, LLC | 0.74% | — | 11,425 | $737K |
| Tranquility Partners, LLC | 0.27% | Reduce -3.6% | 11,040 | $725K |
| Cahill Financial Advisors Inc. | 0.10% | Reduce -0.4% | 11,100 | $716K |
| Graney & King, LLC | 0.54% | — | 10,995 | $709K |
| Aveo Capital Partners, LLC | 0.08% | Add +0.2% | 10,990 | $709K |
| Icon Wealth Advisors, LLC | 0.06% | Add +102.8% | 10,951 | $706K |
| Greykasell Wealth Strategies, Inc. | 0.39% | — | 10,845 | $699K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.4% | 10,842 | $699K |
| RHS Financial, LLC | 0.36% | New | 10,801 | $696K |
| First Hawaiian Bank | 0.02% | Add +14.7% | 10,760 | $694K |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +11.4% | 10,432 | $673K |
| Jackson Thornton Wealth Management, LLC | 0.08% | Add +12.4% | 10,102 | $651K |
| IHT Wealth Management, LLC | 0.02% | Add +5.9% | 10,087 | $650K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.5% | 10,044 | $648K |
| Clear Creek Financial Management, LLC | 0.07% | Add +0.2% | 9,868 | $636K |
| First Horizon Advisors, Inc. | 0.02% | Add +0.0% | 9,766 | $630K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +210.0% | 9,745 | $628K |
| Matisse Capital | 0.31% | Add +0.9% | 9,570 | $617K |
| Manuka Financial, LLC | 0.41% | — | 9,447 | $609K |
| MAI Capital Management | 0.00% | Add +3.5% | 9,386 | $605K |
| Berger Financial Group, Inc | 0.04% | New | 9,350 | $603K |
| Quest 10 Wealth Builders, Inc. | 0.59% | — | 9,263 | $597K |
| Jane Street Group, LLC | 0.00% | New | 9,122 | $588K |
| US Bancorp \de | 0.00% | Add +5.4% | 9,052 | $584K |
| IFG Advisors, LLC | 0.12% | Add +39.8% | 9,030 | $582K |
| G2 Capital Management, LLC / Oh | 0.17% | No change | 8,992 | $580K |
| Savvy Advisors, Inc. | 0.07% | Add +44.1% | 8,976 | $579K |
| Human Investing LLC | 0.10% | Reduce -5.2% | 8,818 | $569K |
| Quadrature Capital Ltd | 0.01% | New | 8,617 | $555K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -23.6% | 8,541 | $551K |
| Ritholtz Wealth Management | 0.02% | Reduce -34.3% | 8,475 | $546K |
| Williams & Novak, LLC | 0.52% | Reduce -1.2% | 8,285 | $534K |
| Verus Wealth Management, LLC | 0.59% | — | 8,158 | $526K |
| Brookstone Capital Management | 0.01% | Reduce -11.3% | 8,053 | $519K |
| TriaGen Wealth Management LLC | 0.17% | No change | 8,051 | $519K |
| Ameritas Advisory Services, LLC | 0.02% | Add +4.0% | 7,954 | $513K |
| Betterment LLC | 0.00% | Add +35.4% | 7,778 | $501K |
| Choreo, LLC | 0.01% | Reduce -1.2% | 7,694 | $496K |
| Rede Wealth, LLC | 0.19% | Reduce -26.4% | 7,565 | $488K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -3.0% | 7,485 | $483K |
| Regimen Wealth, LLC | 0.16% | Add +42.3% | 7,477 | $482K |
| American National Bank & Trust | 0.05% | Add +62.3% | 7,427 | $479K |
| Balanced Rock Investment Advisors LLC | 0.38% | Reduce -0.3% | 7,374 | $475K |
| Kera Capital Partners, Inc. | 0.14% | — | 7,369 | $475K |
| Accurate Wealth Management, LLC | 0.09% | Add +2.3% | 7,417 | $474K |
| SIMA Wealth Partners, LLC | 0.40% | Reduce -18.4% | 7,312 | $471K |
| United Advisor Group, LLC | 0.09% | Reduce -29.0% | 7,234 | $466K |
| Camelot Technology Advisors, Inc. | 0.42% | No change | 7,120 | $459K |
| Glass Jacobson Investment Advisors llc | 0.15% | Reduce -2.1% | 7,086 | $457K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 6,991 | $451K |
| E&G Advisors, LLC | 0.12% | New | 6,915 | $446K |
| HB Wealth Management, LLC | 0.00% | Add +1.1% | 6,859 | $442K |
| Clarity Capital Advisors, LLC | 0.30% | Add +1.2% | 6,858 | $442K |
| Bank of Montreal | 0.00% | Add +2531.2% | 6,841 | $441K |
| James J. Burns & Company, LLC | 0.08% | No change | 6,760 | $436K |
| Klingman & Associates, LLC | 0.03% | New | 6,749 | $435K |
| Alteri Wealth LLC | 0.12% | — | 6,723 | $433K |
| Diversified Enterprises, LLC | 0.04% | Reduce -7.8% | 6,660 | $429K |
| One Day In July LLC | 0.04% | Add +27.1% | 6,587 | $425K |
| Riverview Trust Co | 0.39% | No change | 6,543 | $422K |
| Spire Wealth Management | 0.01% | Reduce -4.4% | 6,520 | $420K |
| Brighton Jones LLC | 0.01% | Reduce -0.0% | 6,439 | $415K |
| Savant Capital, LLC | 0.00% | Add +3.5% | 6,324 | $408K |
| Corrado Advisors, LLC | 0.26% | Reduce -4.0% | 6,295 | $406K |
| Capital Analysts, LLC | 0.02% | Add +20.7% | 6,189 | $399K |
| Diversified Trust Co. | 0.01% | Add +75.1% | 6,024 | $388K |
| AlphaStar Capital Management, LLC | 0.04% | Reduce -9.7% | 6,003 | $387K |
| Goldman Sachs Group Inc. | 0.00% | Add +2.9% | 5,964 | $384K |
| Arcadia Wealth Management, LLC | 0.19% | Add +0.7% | 5,942 | $383K |
| Trek Financial, LLC | 0.03% | Add +0.2% | 5,929 | $382K |
| GTS Securities LLC | 0.02% | New | 5,897 | $380K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +5.4% | 5,861 | $378K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -63.8% | 5,832 | $376K |
| Kavar Capital Partners Group, LLC | 0.06% | No change | 5,731 | $369K |
| Parallel Advisors, LLC | 0.01% | No change | 5,662 | $365K |
| Peninsula Wealth, LLC | 0.06% | New | 5,630 | $363K |
| Watershed Private Wealth LLC | 0.14% | Reduce -0.2% | 5,532 | $357K |
| Schrum Private Wealth Management LLC | 0.30% | Reduce -46.1% | 5,517 | $356K |
| Choate Investment Advisors | 0.01% | No change | 5,494 | $354K |
| WMG Financial Advisors, LLC | 0.15% | Add +6.5% | 5,416 | $349K |
| GW&K Investment Management, LLC | 0.00% | Add +4.7% | 5,337 | $344K |
| StoneX Group Inc. | 0.02% | Add +0.7% | 5,334 | $344K |
| LexAurum Advisors, LLC | 0.07% | New | 5,304 | $342K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -25.8% | 5,282 | $341K |
| Amplius Wealth Advisors, LLC | 0.03% | New | 5,275 | $340K |
| VestGen Investment Management | 0.09% | Add +4.9% | 5,260 | $339K |
| Capstone Wealth Management, LLC | 0.33% | — | 5,199 | $335K |
| Everhart Financial Group, Inc. | 0.07% | Reduce -10.6% | 5,176 | $334K |
| Visionary Wealth Advisors | 0.02% | Add +71.6% | 5,096 | $329K |
| Opulen Financial Group LLC | 0.29% | — | 5,028 | $324K |
| Glenmede Trust Co. NA | 0.00% | No change | 5,000 | $322K |
| Mutual Advisors, LLC | 0.01% | Add +29.6% | 4,880 | $317K |
| Western Wealth Management, LLC | 0.02% | New | 4,909 | $316K |
| City State Bank | 0.11% | No change | 4,877 | $314K |
| Mascoma Wealth Management LLC | 0.08% | Reduce -34.9% | 4,872 | $314K |
| Prospera Financial Services Inc | 0.01% | Add +0.8% | 4,840 | $312K |
| Slagle Financial, LLC | 0.14% | Reduce -2.3% | 4,778 | $308K |
| Apeiron RIA LLC | 0.09% | Add +4.1% | 4,748 | $306K |
| NorthCoast Asset Management LLC | 0.00% | New | 4,745 | $306K |
| Fermata Advisors, LLC | 0.06% | Reduce -35.1% | 4,690 | $302K |
| Life Line Wealth Management LLC | 0.10% | Add +1.6% | 4,525 | $292K |
| Colton Groome Financial Advisors, LLC | 0.11% | Reduce -9.5% | 4,468 | $288K |
| Fairvoy Private Wealth, LLC | 0.08% | — | 4,422 | $285K |
| Physician Wealth Advisors, Inc. | 0.05% | Reduce -6.1% | 4,411 | $284K |
| Scotia Capital Inc. | 0.00% | Reduce -3.2% | 4,312 | $278K |
| Bell Investment Advisors, Inc | 0.05% | Add +0.8% | 4,239 | $273K |
| FAS Wealth Partners, Inc. | 0.02% | No change | 4,212 | $272K |
| Wynn Capital, LLC | 0.17% | Reduce -19.2% | 4,200 | $271K |
| Independent Wealth Network Inc. | 0.11% | New | 4,151 | $268K |
| Ascent Group, LLC | 0.02% | Add +0.0% | 4,134 | $267K |
| Waypoint Wealth Partners Inc. | 0.07% | No change | 4,109 | $265K |
| Magnolia Capital Advisors LLC | 0.07% | New | 4,109 | $265K |
| Bensler, LLC | 0.03% | Add +0.1% | 4,104 | $265K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.2% | 4,103 | $265K |
| NorthLanding Financial Partners, LLC | 0.26% | No change | 4,071 | $262K |
| Catalyst Private Wealth, LLC | 0.12% | New | 4,056 | $261K |
| Atlanta Consulting Group Advisors, LLC | 0.10% | Add +14.8% | 4,038 | $260K |
| Impact Partnership Wealth, LLC | 0.05% | New | 4,019 | $259K |
| Second Line Capital, LLC | 0.07% | Add +1.6% | 3,989 | $257K |
| Rossby Financial, LCC | 0.16% | — | 3,920 | $253K |
| CENTRAL TRUST Co | 0.01% | Add +1.6% | 3,913 | $252K |
| FSA Advisors, Inc. | 0.30% | Add +7.0% | 3,836 | $247K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -29.2% | 3,822 | $246K |
| Mgo One Seven LLC | 0.01% | New | 3,748 | $242K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -7.5% | 3,708 | $239K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -16.8% | 3,704 | $239K |
| Joel Isaacson & Co., LLC | 0.01% | Add +1.1% | 3,704 | $239K |
| NewEdge Wealth, LLC | 0.00% | New | 3,677 | $237K |
| Five Oceans Advisors | 0.11% | No change | 3,648 | $235K |
| Portside Wealth Group, LLC | 0.04% | No change | 3,618 | $233K |
| Petra Financial Advisors Inc. | 0.16% | Add +4.8% | 3,574 | $230K |
| Opes Wealth Management LLC | 0.05% | No change | 3,508 | $226K |
| Evercore Wealth Management, LLC | 0.00% | New | 3,491 | $225K |
| Trivium Point Advisory, LLC | 0.03% | Add +0.1% | 3,485 | $225K |
| Northwest Capital Management Inc | 0.10% | Add +1.6% | 3,477 | $224K |
| Susquehanna International Group, LLP | 0.00% | New | 3,411 | $220K |
| World Investment Advisors | 0.01% | New | 3,360 | $217K |
| Armbruster Capital Management, Inc. | 0.04% | New | 3,356 | $216K |
| Lynx Investment Advisory | 0.15% | Add +4.6% | 3,346 | $216K |
| SMART Wealth LLC | 0.08% | Add +1.0% | 3,344 | $216K |
| Cary Street Partners Financial LLC | 0.01% | — | 3,321 | $214K |
| Carlson Capital Management | 0.01% | Add +8.3% | 3,285 | $212K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.0% | 3,233 | $208K |
| Fairman Group, LLC | 0.17% | Reduce -7.1% | 3,230 | $208K |
| WPG Advisers, LLC | 0.19% | — | 3,228 | $208K |
| Castle Wealth Management LLC | 0.08% | No change | 3,222 | $208K |
| Aire Advisors, LLC | 0.04% | No change | 3,208 | $207K |
| Main Street Financial Solutions, LLC | 0.02% | New | 3,174 | $205K |
| Sage Mountain Advisors LLC | 0.01% | New | 3,086 | $199K |
| Venturi Wealth Management, LLC | 0.01% | No change | 3,001 | $193K |
| Global Retirement Partners, LLC | 0.01% | Add +18.1% | 2,936 | $189K |
| Golden State Wealth Management, LLC | 0.03% | — | 2,827 | $182K |
| Towne Trust Company, N.A | 0.06% | New | 2,780 | $179K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +0.7% | 2,776 | $179K |
| Trust Co | 0.02% | Reduce -1.1% | 2,707 | $174K |
| Parkworth Wealth Management, Inc. | 0.14% | — | 2,697 | $174K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,463 | $160K |
| Blair William & Co. | 0.00% | Reduce -14.6% | 2,341 | $151K |
| Heck Capital Advisors, LLC | 0.02% | Reduce -4.2% | 2,284 | $147K |
| Creative Financial Designs Inc. | 0.01% | Add +1.8% | 2,206 | $142K |
| NorthRock Partners, LLC | 0.00% | No change | 2,172 | $140K |
| Mather Group, Llc. | 0.00% | No change | 2,116 | $136K |
| Caldwell Trust Co | 0.01% | No change | 1,547 | $100K |
| Cape Investment Advisory, Inc. | 0.03% | Add +4.6% | 1,375 | $89K |
| Private Trust Co. NA | 0.01% | Reduce -1.9% | 1,374 | $89K |
| Centennial Bank | 0.04% | New | 1,283 | $83K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,240 | $80K |
| Coppell Advisory Solutions LLC | 0.01% | Add +190.1% | 1,207 | $78K |
| Pineridge Advisors LLC | 0.03% | Reduce -13.2% | 1,188 | $77K |
| Turim 21 Investimentos Ltda. | 0.02% | No change | 1,133 | $76K |
| Whittier Trust Co. | 0.00% | New | 1,175 | $76K |
| Nemes Rush Group LLC | 0.01% | Reduce -32.5% | 1,063 | $69K |
| Armor Investment Advisors, LLC | 0.03% | No change | 973 | $63K |
| First PREMIER Bank | 0.02% | Add +11.7% | 961 | $62K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +66.2% | 911 | $61K |
| Signaturefd, LLC | 0.00% | No change | 900 | $58K |
| Wingate Wealth Advisors, Inc. | 0.06% | — | 884 | $57K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -0.1% | 879 | $57K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -75.7% | 856 | $55K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 852 | $55K |
| Conquis Financial LLC | 0.06% | — | 847 | $55K |
| Avion Wealth | 0.01% | No change | 835 | $53K |
| Ridgewood Investments LLC | 0.02% | New | 800 | $52K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 800 | $52K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 785 | $51K |
| Main Street Group, LTD | 0.02% | No change | 637 | $41K |
| Rialto Wealth Management, LLC | 0.01% | — | 602 | $39K |
| Kestra Investment Management, LLC | 0.00% | New | 554 | $36K |
| Crewe Advisors LLC | 0.00% | Reduce -2.6% | 550 | $35K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 550 | $35K |
| AdvisorNet Financial, Inc | 0.00% | Add +10.6% | 521 | $34K |
| Legacy Investment Solutions, LLC | 0.02% | New | 491 | $33K |
| Legacy Wealth Managment, LLC | 0.02% | New | 491 | $33K |
| Paladin Advisory Group, LLC | 0.03% | No change | 511 | $33K |
| Ameriflex Group, Inc. | 0.02% | — | 489 | $33K |
| FPC Investment Advisory, Inc. | 0.02% | New | 451 | $30K |
| Ancora Advisors LLC | 0.00% | New | 376 | $24K |
| FLP Wealth Management, LLC | 0.06% | — | 362 | $23K |
| Archer Investment Corp | 0.01% | Add +15.2% | 356 | $23K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 318 | $21K |
| Dogwood Wealth Management LLC | 0.01% | New | 288 | $19K |
| Continuum Advisory, LLC | 0.00% | Add +2.5% | 283 | $18K |
| National Bank of Canada | 0.00% | No change | 263 | $17K |
| Westside Investment Management, Inc. | 0.00% | No change | 260 | $17K |
| Rothschild Investment LLC | 0.00% | No change | 248 | $16K |
| Sachetta, LLC | 0.01% | No change | 245 | $16K |
| Avior Wealth Management, LLC | 0.00% | No change | 193 | $12K |
| Creekmur Asset Management LLC | 0.00% | Reduce -90.8% | 189 | $12K |
| CoreCap Advisors, LLC | 0.00% | Add +51.2% | 183 | $12K |
| Deane Retirement Strategies, Inc. | 0.01% | Add +5.4% | 177 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 167 | $11K |
| Hantz Financial Services, Inc. | 0.00% | No change | 133 | $9K |
| Investors Research Corp | 0.00% | No change | 123 | $8K |
| Transce3nd, LLC | 0.00% | — | 97 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.3% | 93 | $6K |
| North Star Investment Management Corp. | 0.00% | No change | 85 | $5K |
| Menard Financial Group LLC | 0.00% | New | 77 | $5K |
| Park Square Financial Group, LLC | 0.00% | — | 67 | $4K |
| Silver Oak Securities, Incorporated | 0.00% | No change | 64 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 63 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 61 | $4K |
| Capital A Wealth Management, LLC | 0.01% | — | 54 | $3K |
| ROSS\JOHNSON & Associates LLC | 0.07% | — | 47 | $3K |
| Whipplewood Advisors, LLC | 0.00% | — | 44 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 39 | $3K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -93.9% | 35 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 33 | $2K |
| Tompkins Financial Corp. | 0.00% | No change | 29 | $2K |
| St Germain D J Co. Inc. | 0.00% | New | 20 | $1K |
| AlphaMark Advisors, LLC | 0.00% | No change | 14 | $1K |
| Blue Trust, Inc. | 0.00% | Reduce -28.6% | 15 | $967 |
| GS Investments, Inc. | 0.00% | No change | 8 | $532 |
| Sound Income Strategies, LLC | 0.00% | New | 7 | $451 |
| Evermay Wealth Management LLC | 0.00% | No change | 5 | $323 |
| Copia Wealth Management | 0.00% | — | 5 | $322 |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -90.9% | 3 | $193 |
| Delos Wealth Advisors, LLC | 0.00% | No change | 2 | $129 |
| Qube Research & Technologies Ltd | 0.00% | Reduce -98.3% | 2 | $129 |
| Trust Co. of Vermont | 0.00% | New | 1 | $64 |
| Truvestments Capital LLC | 0.00% | New | 1 | $64 |
| Morling Financial Advisors, LLC | 0.00% | No change | 1 | $51 |
"% of holder's portfolio" is IDEV's weight in each manager's 13F, not the share of iShares Core MSCI Dev MKTS the manager owns.