iShares Core MSCI Dev MKTSIDEVETF
13F holders, Q1 2025 (March 31)526holders +10
53new positions
40sold out
2famous investors
$68.85avg. 13F price*
At the end of Q1 2025, 526 institutions reported holding iShares Core MSCI Dev MKTS (IDEV) in their 13F filings, up 10 from Q4 2024. 53 opened new positions and 40 sold out. The largest holders were Bank of America Corp. ($3.3B), BlackRock, Inc. ($1.3B) and Creative Planning ($1.2B). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core MSCI Dev MKTS
- CUSIP
- 46435G326
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $105.7M |
| Exits | 40 | $26.6M |
All 13F filers, Q4 2024 → Q1 2025: 36,862,075 shares bought and 5,462,998 shares sold, net +31,399,077 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 526 holders
| Bank of America Corp. | 0.29% | Add +30.5% | 47,738,453 | $3.3B |
| BlackRock, Inc. | 0.03% | Add +0.3% | 18,879,838 | $1.3B |
| Creative Planning | 1.15% | Reduce -1.6% | 17,699,815 | $1.2B |
| Sei Investments Co. | 0.93% | Add +7.2% | 10,525,397 | $725.1M |
| Morgan Stanley | 0.05% | Add +1.4% | 10,468,999 | $721.2M |
| Bank of Finland | 29.88% | No change | 5,965,563 | $411.0M |
| PNC Financial Services Group, Inc. | 0.21% | Add +436.3% | 5,702,843 | $392.9M |
| Ameriprise Financial Inc. | 0.09% | Add +3243.8% | 5,135,322 | $349.5M |
| Citigroup Inc. | 0.22% | Reduce -25.2% | 4,199,533 | $289.3M |
| Horizon Investments, LLC | 7.49% | Add +169.6% | 3,648,012 | $251.3M |
| Bessemer Group Inc. | 0.45% | Reduce -2.7% | 3,607,656 | $248.5M |
| Envestnet Asset Management Inc. | 0.08% | Add +18.9% | 3,412,771 | $235.1M |
| JPMorgan Chase & Co. | 0.02% | Add +22.4% | 3,230,317 | $222.5M |
| Heritage Financial Services, LLC | 21.66% | Add +2370.1% | 3,176,295 | $218.8M |
| Alesco Advisors, LLC, An ESL Co | 6.71% | Add +0.7% | 3,102,345 | $213.7M |
| Focus Partners Advisor Solutions, LLC | 3.21% | Add +13.6% | 3,062,729 | $211.0M |
| Focus Partners Wealth | 0.52% | Add +7.6% | 3,012,238 | $207.5M |
| Aptus Capital Advisors, LLC | 1.77% | Add +18.5% | 2,272,838 | $156.6M |
| Raymond James Financial Inc. | 0.04% | Reduce -1.6% | 1,659,634 | $114.3M |
| Assetmark, Inc. | 0.31% | Add +1.8% | 1,651,488 | $113.8M |
| MCF Advisors LLC | 7.77% | Reduce -1.2% | 1,568,484 | $108.1M |
| Davidson Investment Advisors | 5.29% | Add +2.2% | 1,553,920 | $107.0M |
| CCM Investment Group, LLC | 10.54% | Add +1.4% | 1,435,325 | $99.7M |
| Clarius Group, LLC | 6.24% | Add +32.4% | 1,441,842 | $99.3M |
| Empowered Funds, LLC | 1.41% | Add +1.1% | 1,435,744 | $98.9M |
| TFC Financial Management, Inc. | 14.94% | Reduce -1.5% | 1,416,233 | $97.6M |
| UBS Group AG | 0.02% | Add +2.6% | 1,367,408 | $94.2M |
| Stratos Wealth Partners, LTD. | 1.40% | Reduce -10.3% | 1,314,715 | $90.6M |
| Bank of New York Mellon Corp | 0.02% | Add +343.1% | 1,265,854 | $87.2M |
| Capital Asset Advisory Services LLC | 4.44% | Reduce -2.3% | 1,256,999 | $87.1M |
| Axxcess Wealth Management, LLC | 2.36% | Reduce -2.8% | 1,256,222 | $86.5M |
| Nixon Peabody Trust Co. | 7.01% | Reduce -0.1% | 1,198,737 | $82.6M |
| Litman Gregory Wealth Management LLC | 6.80% | Reduce -0.3% | 1,150,779 | $79.3M |
| LPL Financial LLC | 0.03% | Add +44.5% | 1,075,050 | $74.1M |
| First Command Advisory Services, Inc. | 0.67% | Add +18.6% | 1,020,134 | $70.3M |
| Cetera Investment Advisers | 0.12% | Add +38.7% | 922,942 | $63.6M |
| Amarillo National Bank | 11.33% | Reduce -2.1% | 845,346 | $58.2M |
| Mariner, LLC | 0.10% | Add +0.9% | 834,705 | $57.5M |
| Wealthspire Retirement, LLC | 4.39% | Add +8.0% | 804,445 | $55.4M |
| Rock Creek Group LLC | 6.55% | Add +17.9% | 807,900 | $55.3M |
| Captrust Financial Advisors | 0.13% | Add +49.3% | 750,726 | $51.7M |
| Foster Group, Inc. | 1.88% | Add +3.4% | 729,956 | $50.3M |
| Main Management ETF Advisors, LLC | 2.35% | New | 700,650 | $48.3M |
| Klaas Financial Asset Advisors, LLC | 8.22% | Add +1.9% | 692,445 | $47.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +4.7% | 690,832 | $47.6M |
| Standpoint Asset Management, LLC | 8.62% | Add +3.4% | 679,000 | $46.8M |
| Commonwealth Equity Services, LLC | 0.07% | Add +5.4% | 669,673 | $46.1M |
| Royal Bank of Canada | 0.01% | Reduce -10.9% | 658,407 | $45.4M |
| Jane Street Group, LLC | 0.08% | Add +7020.7% | 649,554 | $44.7M |
| Principal Securities, Inc. | 1.00% | No change | 690,887 | $44.5M |
| Signature Estate & Investment Advisors LLC | 0.96% | Add +26.5% | 529,168 | $36.5M |
| Riversedge Advisors, LLC | 7.87% | Add +3160.3% | 511,906 | $35.3M |
| Sterling Capital Management LLC | 0.52% | Add +9.9% | 488,291 | $33.6M |
| Auto-Owners Insurance Co | 0.89% | Reduce -79.8% | 525,500 | $33.6M |
| Wells Fargo & Company | 0.01% | Reduce -16.7% | 481,685 | $33.2M |
| Arrow Financial Corp | 3.49% | Reduce -0.5% | 453,166 | $31.2M |
| HighTower Advisors, LLC | 0.04% | Add +6.1% | 419,395 | $28.9M |
| Stockman Wealth Management, Inc. | 4.14% | Add +9.5% | 406,350 | $28.0M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +5.0% | 404,471 | $27.9M |
| AAF Wealth Management, LLC | 14.28% | Reduce -2.8% | 384,037 | $26.5M |
| Osaic Holdings, Inc. | 0.05% | Add +148.6% | 350,957 | $24.2M |
| Veery Capital, LLC | 9.39% | Add +4.4% | 350,384 | $24.1M |
| DDFG, Inc | 6.67% | Reduce -15.1% | 349,200 | $24.1M |
| Coldstream Capital Management Inc. | 0.45% | Add +17.9% | 304,875 | $21.0M |
| AE Wealth Management LLC | 0.18% | Reduce -2.9% | 304,673 | $21.0M |
| Founders Financial Securities LLC | 1.76% | Add +71.5% | 291,216 | $20.8M |
| BSW Wealth Partners | 3.16% | Add +3.7% | 302,094 | $20.8M |
| Fortitude Family Office, LLC | 7.19% | Add +25.8% | 291,799 | $20.1M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +369.8% | 290,039 | $20.0M |
| MBL Wealth, LLC | 1.84% | Add +5.2% | 263,388 | $18.1M |
| Columbus Macro, LLC | 2.39% | Add +4.9% | 262,916 | $18.1M |
| Blue Investment Partners LLC | 6.52% | Add +36.6% | 251,432 | $17.3M |
| Vision Capital Management, Inc. | 2.49% | Reduce -1.1% | 251,270 | $17.3M |
| Prudent Investors Network, Inc. | 4.83% | Add +34.1% | 246,285 | $17.0M |
| Global Strategic Investment Solutions, LLC | 1.96% | Reduce 0.0% | 246,188 | $17.0M |
| Orion Porfolio Solutions, LLC | 0.16% | Add +0.1% | 241,682 | $16.6M |
| Orion Portfolio Solutions, LLC | 0.16% | Add +0.1% | 241,682 | $16.6M |
| Cornerstone Wealth Group, LLC | 1.37% | Add +29.8% | 240,318 | $16.6M |
| First National Bank Sioux Falls | 6.69% | Reduce -7.5% | 240,074 | $16.5M |
| Kondo Wealth Advisors, Inc. | 8.15% | Add +8.6% | 239,897 | $16.5M |
| Aerodigm Wealth, LLC | 8.97% | Add +6.3% | 233,496 | $16.1M |
| Old Mission Capital LLC | 0.31% | New | 231,921 | $16.0M |
| FDx Advisors, Inc. | 5.09% | Reduce -9.0% | 227,211 | $15.7M |
| Hi-Line Capital Management, LLC | 5.85% | Add +13.1% | 226,844 | $15.6M |
| Allworth Financial LP | 0.08% | Add +9.3% | 203,949 | $14.4M |
| Securian Asset Management, Inc. | 0.43% | Add +13.8% | 205,529 | $14.2M |
| Financial Advisors Network, Inc. | 2.22% | Add +4.8% | 194,388 | $13.4M |
| Northwest Wealth Management, LLC | 2.65% | Add +5.8% | 192,929 | $13.3M |
| Oak Root LLC | 1.66% | Reduce -35.6% | 180,212 | $12.4M |
| Allegiance Financial Group Advisory Services LLC | 3.76% | Add +9.4% | 179,630 | $12.4M |
| &partners | 0.13% | Add +11.6% | 178,409 | $12.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -9.3% | 179,236 | $12.3M |
| Geneos Wealth Management Inc. | 0.41% | Add +63.5% | 177,507 | $12.2M |
| Modern Wealth Management, LLC | 0.39% | Add +49.1% | 185,791 | $12.2M |
| Peirce Capital Management, LLC | 6.00% | Add +11.9% | 176,137 | $12.1M |
| Missouri Trust & Investment Co | 4.26% | Add +0.5% | 176,031 | $12.1M |
| Relyea Zuckerberg Hanson LLC | 1.60% | Add +0.4% | 172,663 | $11.9M |
| Integrity Alliance, Llc. | 0.47% | New | 172,255 | $11.9M |
| Cape Cod Five Cents Savings Bank | 1.05% | No change | 162,382 | $11.5M |
| ABLE Financial Group, LLC | 3.12% | Add +7.4% | 161,301 | $11.1M |
| Truist Financial Corp. | 0.02% | Add +1.9% | 159,733 | $11.0M |
| Accelerate Investment Advisors LLC | 8.42% | Add +1.6% | 145,982 | $10.1M |
| Squire Investment Management Company, LLC | 4.19% | Add +10.1% | 145,957 | $10.1M |
| Wealthcare Advisory Partners LLC | 0.27% | Reduce -1.5% | 144,011 | $9.9M |
| Citizens Financial Group Inc. | 0.19% | Reduce -10.3% | 138,905 | $9.6M |
| CarsonAllaria Wealth Management, Ltd. | 5.44% | Reduce -0.3% | 136,292 | $9.4M |
| Solstein Capital, LLC | 5.42% | No change | 135,283 | $9.3M |
| Heritage Investment Group, Inc. | 1.75% | Add +12.0% | 134,763 | $9.3M |
| Running Point Capital Advisors, LLC | 2.94% | Add +9.6% | 134,603 | $9.3M |
| Steele Capital Management, Inc. | 0.47% | Reduce -2.5% | 131,873 | $9.1M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -0.9% | 130,597 | $9.0M |
| Peterson Wealth Advisors, LLC | 1.66% | Reduce -22.8% | 138,160 | $8.6M |
| Bank Hapoalim BM | 1.27% | No change | 122,400 | $8.4M |
| Family Wealth Partners, LLC | 3.82% | Add +7.3% | 121,368 | $8.4M |
| Baird Financial Group, Inc. | 0.02% | Add +4.3% | 120,733 | $8.3M |
| Sagespring Wealth Partners, LLC | 0.21% | Add +96.3% | 120,045 | $8.3M |
| Premier Path Wealth Partners, LLC | 1.28% | Add +2.9% | 118,970 | $8.2M |
| New England Asset Management Inc. | 1.37% | No change | 117,400 | $8.1M |
| Bremer Bank National Association | 1.43% | Reduce -5.0% | 116,913 | $8.1M |
| Simplicity Wealth,LLC | 0.61% | Add +19.0% | 114,807 | $7.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.41% | Reduce -0.4% | 110,975 | $7.6M |
| World Investment Advisors | 0.20% | Add +3159.8% | 109,529 | $7.5M |
| Legacy Private Trust Co. | 0.51% | Add +1.4% | 107,944 | $7.4M |
| Sterling Manor Financial, LLC | 5.20% | Add +45.4% | 105,647 | $7.3M |
| Vestmark Advisory Solutions, Inc. | 0.19% | New | 104,982 | $7.2M |
| Resonant Capital Advisors, LLC | 0.50% | Add +12.7% | 103,141 | $7.1M |
| Causey Wealth LLC | 3.94% | Add +0.5% | 102,171 | $7.0M |
| Beckerman Institutional, LLC | 4.93% | Add +5.1% | 98,828 | $6.8M |
| Friday Financial | 4.06% | Add +24.9% | 97,902 | $6.8M |
| Perigon Wealth Management, LLC | 0.17% | Add +1.2% | 97,309 | $6.7M |
| OMNI 360 Wealth, Inc. | 4.35% | Add +6.1% | 94,171 | $6.5M |
| CogentBlue Wealth Advisors, LLC | 5.50% | Reduce -0.5% | 90,943 | $6.3M |
| Townsquare Capital LLC | 0.07% | Reduce -33.3% | 89,071 | $6.1M |
| Patriot Investment Management Group, Inc. | 0.46% | Add +12.2% | 89,005 | $6.1M |
| Higgins & Schmidt Wealth Strategies LLC | 3.61% | Add +1.3% | 88,822 | $6.1M |
| Wedmont Private Capital | 0.31% | Add +12.0% | 91,050 | $6.1M |
| CreativeOne Wealth, LLC | 0.18% | Add +3.9% | 87,769 | $6.0M |
| Kickstand Ventures, Llc. | 1.55% | Reduce -1.9% | 87,310 | $6.0M |
| Brown Wealth Management, LLC | 1.98% | Reduce -34.6% | 83,423 | $5.7M |
| MBA Advisors LLC | 2.83% | Add +4.6% | 83,021 | $5.7M |
| Norris Perne & French LLP | 0.43% | New | 82,514 | $5.7M |
| Cerity Partners LLC | 0.01% | Add +26.9% | 81,359 | $5.6M |
| Integrated Wealth Concepts LLC | 0.06% | Add +74.8% | 80,662 | $5.6M |
| Merit Financial Group, LLC | 0.08% | New | 79,694 | $5.5M |
| Elevate Wealth Advisory, Inc. | 3.85% | Add +21.0% | 78,855 | $5.4M |
| Red Wave Investments LLC | 1.94% | Reduce -0.3% | 78,401 | $5.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.39% | Add +1.4% | 77,750 | $5.4M |
| Eight 31 Financial, LLC | 3.33% | Add +14.9% | 75,151 | $5.2M |
| Financial Counselors Inc. | 0.08% | Add +0.2% | 73,275 | $5.0M |
| Brady Martz Wealth Solutions, LLC | 1.13% | Add +48.4% | 72,747 | $5.0M |
| Kaufman Rossin Wealth, LLC | 3.58% | Add +4.4% | 72,661 | $5.0M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -21.5% | 70,623 | $4.9M |
| Exencial Wealth Advisors, LLC | 0.18% | Reduce -1.5% | 69,154 | $4.8M |
| R. W. Roge & Company, Inc. | 2.57% | Reduce -7.3% | 68,021 | $4.7M |
| Arbor Investment Advisors, LLC | 0.64% | Add +13.9% | 67,599 | $4.7M |
| Gladstone Institutional Advisory LLC | 0.21% | Add +2.0% | 65,061 | $4.5M |
| Dravo Bay LLC | 2.35% | Reduce -3.6% | 64,289 | $4.4M |
| Hemington Wealth Management | 0.69% | Reduce -1.4% | 64,183 | $4.4M |
| Leavell Investment Management, Inc. | 0.21% | Add +20.9% | 61,969 | $4.3M |
| Tranquilli Financial Advisor LLC | 2.54% | Add +320.0% | 58,243 | $4.0M |
| Sanctuary Advisors, LLC | 0.03% | Add +8.1% | 58,043 | $4.0M |
| Cascade Financial Partners, LLC | 0.50% | Reduce -4.2% | 57,618 | $4.0M |
| Strid Group, LLC | 0.60% | Reduce -0.3% | 56,399 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -29.3% | 55,296 | $3.8M |
| FF Advisors,LLC | 2.05% | Add +9.9% | 49,324 | $3.6M |
| Probity Advisors, Inc. | 0.68% | Add +0.6% | 51,770 | $3.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +19.4% | 50,086 | $3.5M |
| Advus Financial Partners, LLC | 0.95% | Reduce -0.6% | 49,028 | $3.4M |
| Summit Wealth Partners, LLC | 0.68% | Add +18.3% | 48,865 | $3.4M |
| Cosner Financial Group, LLC | 1.96% | Add +1.6% | 46,496 | $3.2M |
| Evensky & Katz LLC | 0.21% | Reduce -0.6% | 46,373 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +236.3% | 46,058 | $3.2M |
| NewEdge Advisors, LLC | 0.02% | Add +3.0% | 45,974 | $3.2M |
| HMV Wealth Advisors, LLC | 2.37% | Add +279.8% | 43,395 | $3.0M |
| Beam Wealth Advisors, Inc. | 0.99% | Reduce -5.9% | 42,735 | $2.9M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +49.1% | 42,544 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -1.8% | 41,766 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.3% | 40,879 | $2.8M |
| Defined Wealth Management, LLC | 1.86% | Add +1.6% | 40,152 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Add +0.2% | 39,928 | $2.8M |
| National Wealth Management Group, LLC | 1.76% | Add +7.2% | 38,762 | $2.7M |
| Granite Bay Wealth Management, LLC | 0.90% | Add +6.8% | 37,572 | $2.6M |
| Cwm, LLC | 0.01% | Reduce -3.2% | 37,558 | $2.6M |
| FWG Investments, LLC. | 3.03% | Reduce -2.3% | 37,486 | $2.6M |
| Citadel Advisors | 0.00% | Add +41.7% | 37,422 | $2.6M |
| MML Investors Services, LLC | 0.01% | Reduce -74.1% | 36,404 | $2.5M |
| WealthShield Partners, LLC | 0.32% | Reduce -4.4% | 35,773 | $2.5M |
| Cobblestone Capital Advisors LLC | 0.13% | Add +4.5% | 35,275 | $2.4M |
| Resolute Advisors LLC | 0.69% | No change | 34,799 | $2.4M |
| Asset Dedication, LLC | 0.19% | Add +17.6% | 34,725 | $2.4M |
| IFP Advisors, Inc | 0.07% | Add +28.9% | 34,009 | $2.3M |
| AQR Capital Management | 0.00% | Add +31.5% | 33,648 | $2.3M |
| FMR LLC | 0.00% | Add +7.7% | 32,885 | $2.3M |
| Kraft Asset Management, LLC | 2.05% | Add +8.8% | 32,435 | $2.2M |
| FC Advisory LLC | 0.75% | Add +0.5% | 32,257 | $2.2M |
| Lauterbach Financial Advisors, LLC | 1.37% | Add +4.6% | 32,014 | $2.2M |
| Howard Bailey Securities, LLC | 0.72% | Reduce -8.5% | 31,381 | $2.2M |
| Hoge Financial Services, LLC | 1.51% | Reduce -1.3% | 31,257 | $2.2M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -7.2% | 31,167 | $2.1M |
| Debussy Capital Management LP | 0.34% | Add +1.7% | 30,865 | $2.1M |
| Lakeridge Wealth Management LLC | 1.05% | Add +4.2% | 30,501 | $2.1M |
| Cloud Capital Management, LLC | 1.48% | — | 30,213 | $2.1M |
| Diversified Enterprises, LLC | 0.17% | Add +351.8% | 30,088 | $2.1M |
| Csenge Advisory Group | 0.12% | Add +3.4% | 30,031 | $2.1M |
| Advisory Services Network, LLC | 0.04% | Add +19.5% | 29,856 | $2.1M |
| Claris Advisors, LLC / Mo / | 0.76% | Add +2.0% | 29,554 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +5.9% | 29,227 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.13% | Add +0.0% | 28,972 | $2.0M |
| Hilltop Wealth Advisors, LLC | 1.11% | Reduce -7.2% | 28,554 | $2.0M |
| Dorsey & Whitney Trust CO LLC | 0.11% | Add +32.3% | 28,330 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -21.2% | 28,081 | $1.9M |
| VanderPol Investments L.L.C. | 4.06% | Add +10.4% | 27,917 | $1.9M |
| Retirement Planning Group, LLC | 0.09% | Reduce -2.3% | 27,783 | $1.9M |
| Rf&l Wealth Management, LLC | 1.37% | Add +8.0% | 27,779 | $1.9M |
| Values Added Financial LLC | 1.05% | Add +26.8% | 27,547 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +1.3% | 27,114 | $1.9M |
| Cordant, Inc. | 0.97% | Reduce -2.1% | 27,081 | $1.9M |
| Gainplan LLC | 1.18% | Reduce -8.5% | 26,277 | $1.8M |
| Chokshi & Queen Wealth Advisors, Inc | 1.17% | No change | 25,678 | $1.8M |
| TFB Advisors LLC | 0.50% | Add +4.1% | 25,298 | $1.7M |
| Compass Capital Corp. /Ma/ | 0.91% | Reduce -0.1% | 25,354 | $1.7M |
| Equitable Holdings, Inc. | 0.02% | Add +6.7% | 24,977 | $1.7M |
| Smith, Moore & Co. | 0.16% | Add +0.4% | 24,441 | $1.7M |
| Comerica Bank | 0.01% | Reduce -2.1% | 24,277 | $1.7M |
| Inman Jager Wealth Management, LLC | 1.25% | Add +40.7% | 24,211 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Reduce -7.3% | 23,411 | $1.6M |
| GW&K Investment Management, LLC | 0.01% | Add +334.9% | 23,208 | $1.6M |
| LJI Wealth Management, LLC | 0.32% | Add +28.9% | 23,054 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.8% | 22,614 | $1.6M |
| Lido Advisors, LLC | 0.01% | Add +35.1% | 22,176 | $1.5M |
| Sigma Investment Counselors Inc. | 0.09% | Reduce -10.3% | 21,851 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 21,634 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.0% | 21,613 | $1.5M |
| Sigma Planning Corp | 0.05% | Add +1.8% | 21,327 | $1.5M |
| RHS Financial, LLC | 0.82% | Add +96.7% | 21,250 | $1.5M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -0.7% | 20,894 | $1.4M |
| Strategic Financial Planning, Inc. | 0.97% | Reduce -0.3% | 20,471 | $1.4M |
| Financial Synergies Wealth Advisors, Inc. | 0.17% | Reduce -0.7% | 20,441 | $1.4M |
| Kentucky Farm Bureau Mutual Insurance Co | 0.32% | No change | 20,000 | $1.4M |
| LifePlan Investment Advisors, Inc. | 0.79% | Reduce -13.3% | 19,854 | $1.4M |
| Compound Planning, Inc. | 0.06% | Reduce -1.2% | 19,418 | $1.3M |
| Strategies Wealth Advisors, LLC | 0.16% | Reduce -12.1% | 19,174 | $1.3M |
| Benjamin Edwards Inc. | 0.02% | Add +0.1% | 19,130 | $1.3M |
| Endowment Wealth Management, Inc. | 0.84% | Add +21.0% | 19,005 | $1.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.38% | Reduce -20.5% | 18,981 | $1.3M |
| Greenspring Advisors, LLC | 0.31% | No change | 18,722 | $1.3M |
| Rwa Wealth Partners, LLC | 0.02% | Add +21.3% | 18,526 | $1.3M |
| Diversify Advisory Services, LLC | 0.08% | Add +0.7% | 17,442 | $1.2M |
| F&V Capital Management, LLC | 0.31% | No change | 17,110 | $1.2M |
| Heritage Trust Co | 0.14% | Reduce -22.8% | 17,012 | $1.2M |
| Chicago Capital, LLC | 0.03% | No change | 16,856 | $1.2M |
| CGN Advisors LLC | 0.11% | Add +0.7% | 16,733 | $1.2M |
| Verum Partners LLC | 0.31% | Reduce -0.4% | 16,705 | $1.2M |
| Arista Wealth Management, LLC | 0.28% | No change | 16,532 | $1.1M |
| Westmount Partners, LLC | 0.34% | New | 16,212 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.4% | 15,799 | $1.1M |
| Lloyd Advisory Services, LLC. | 0.54% | Reduce -3.3% | 15,636 | $1.1M |
| Kingdom Financial Group LLC. | 0.78% | Reduce -1.9% | 15,506 | $1.1M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -0.4% | 14,382 | $1.0M |
| C M Bidwell & Associates Ltd. | 0.60% | No change | 14,540 | $1.0M |
| Cresset Asset Management, LLC | 0.01% | Add +11.7% | 14,458 | $996K |
| K2 Financial Inc. | 0.98% | Add +13.9% | 14,573 | $996K |
| Napatree Capital LLC | 0.55% | Add +5.8% | 14,210 | $979K |
| Binnacle Investments Inc | 0.71% | — | 14,184 | $977K |
| Angeles Wealth Management, LLC | 0.08% | No change | 13,983 | $963K |
| Stewardship Advisors, LLC | 0.26% | Add +12.1% | 13,939 | $960K |
| Natixis Advisors, LLC | 0.00% | New | 13,801 | $951K |
| EP Wealth Advisors, LLC | 0.01% | Add +3.5% | 13,383 | $922K |
| SageView Advisory Group, LLC | 0.04% | Reduce -7.1% | 13,257 | $913K |
| New England Private Wealth Advisors LLC | 0.14% | No change | 13,217 | $911K |
| Keb Asset Management, LLC | 0.26% | No change | 13,090 | $902K |
| Jackson Thornton Wealth Management, LLC | 0.12% | Add +30.1% | 13,140 | $901K |
| Gateway Wealth Partners, LLC | 0.20% | New | 12,812 | $883K |
| Dopkins Wealth Management, LLC | 0.44% | Add +7.9% | 12,547 | $864K |
| Empire Financial Management Company, LLC | 0.27% | Add +1.5% | 12,541 | $864K |
| GeoWealth Management, LLC | 0.03% | Add +6.9% | 12,487 | $860K |
| Traveka Wealth, LLC | 0.48% | Reduce -4.4% | 12,443 | $857K |
| Verus Wealth Management, LLC | 0.94% | Add +52.2% | 12,418 | $855K |
| Northern Trust Corp. | 0.00% | Reduce -36.2% | 12,205 | $841K |
| Tudor Financial Inc. | 0.50% | No change | 12,021 | $828K |
| Tranquility Partners, LLC | 0.32% | Add +8.4% | 11,965 | $824K |
| Colton Groome Financial Advisors, LLC | 0.32% | Add +154.8% | 11,385 | $815K |
| Atlantic Private Wealth, LLC | 0.60% | New | 11,805 | $813K |
| Kirtland Hills Capital Management, LLC | 0.49% | No change | 11,615 | $797K |
| Sapient Capital LLC | 0.02% | No change | 11,528 | $794K |
| Harbour Investments, Inc. | 0.02% | Reduce -1.7% | 11,478 | $791K |
| Avantax Planning Partners, Inc. | 0.03% | No change | 11,454 | $789K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 11,318 | $780K |
| Cahill Financial Advisors Inc. | 0.10% | Add +0.5% | 11,151 | $768K |
| Graney & King, LLC | 0.56% | No change | 10,995 | $757K |
| Greykasell Wealth Strategies, Inc. | 0.40% | No change | 10,845 | $747K |
| IHT Wealth Management, LLC | 0.02% | No change | 10,087 | $725K |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +0.5% | 10,487 | $722K |
| E&G Advisors, LLC | 0.20% | Add +51.1% | 10,448 | $720K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -3.7% | 10,440 | $719K |
| Bonfire Financial | 0.65% | Reduce -18.5% | 10,309 | $710K |
| US Bancorp \de | 0.00% | Add +11.8% | 10,123 | $697K |
| First Horizon Advisors, Inc. | 0.02% | Add +2.2% | 9,983 | $688K |
| Matisse Capital | 0.35% | Add +1.5% | 9,714 | $669K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.8% | 9,664 | $666K |
| American National Bank & Trust | 0.07% | Add +30.0% | 9,652 | $665K |
| Parallel Advisors, LLC | 0.01% | Add +69.1% | 9,574 | $660K |
| Berger Financial Group, Inc | 0.05% | Add +1.2% | 9,463 | $652K |
| Manuka Financial, LLC | 0.42% | No change | 9,447 | $651K |
| MAI Capital Management | 0.00% | Add +0.1% | 9,400 | $648K |
| Quest 10 Wealth Builders, Inc. | 0.68% | Add +0.0% | 9,264 | $638K |
| G2 Capital Management, LLC / Oh | 0.19% | No change | 8,992 | $619K |
| Capital Analysts, LLC | 0.02% | Add +44.2% | 8,923 | $615K |
| Brookstone Capital Management | 0.01% | Add +9.2% | 8,796 | $606K |
| Elyxium Wealth, LLC | 0.27% | New | 8,775 | $605K |
| Savvy Advisors, Inc. | 0.06% | Reduce -3.2% | 8,692 | $599K |
| Human Investing LLC | 0.11% | Reduce -1.8% | 8,662 | $597K |
| Ritholtz Wealth Management | 0.02% | No change | 8,475 | $584K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -2.4% | 8,336 | $574K |
| Level Four Advisory Services, LLC | 0.02% | Add +8.9% | 8,152 | $562K |
| One Day In July LLC | 0.06% | Add +23.1% | 8,111 | $559K |
| United Advisor Group, LLC | 0.11% | Add +11.9% | 8,092 | $557K |
| Williams & Novak, LLC | 0.54% | Reduce -2.8% | 8,050 | $556K |
| TriaGen Wealth Management LLC | 0.20% | No change | 8,051 | $555K |
| Regimen Wealth, LLC | 0.18% | Add +5.8% | 7,908 | $547K |
| Prosperity Consulting Group, LLC | 0.04% | New | 7,843 | $540K |
| Clarity Capital Advisors, LLC | 0.35% | Add +14.3% | 7,836 | $540K |
| Ameritas Advisory Services, LLC | 0.02% | Add +0.6% | 8,003 | $534K |
| Choreo, LLC | 0.01% | Add +0.3% | 7,720 | $532K |
| Kera Capital Partners, Inc. | 0.15% | Add +2.2% | 7,533 | $519K |
| Balanced Rock Investment Advisors LLC | 0.41% | No change | 7,374 | $508K |
| SIMA Wealth Partners, LLC | 0.42% | Reduce -0.0% | 7,309 | $504K |
| HB Wealth Management, LLC | 0.00% | Add +6.0% | 7,269 | $501K |
| Rede Wealth, LLC | 0.18% | Reduce -4.4% | 7,234 | $498K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -38.6% | 7,179 | $495K |
| Camelot Technology Advisors, Inc. | 0.45% | No change | 7,120 | $490K |
| Accurate Wealth Management, LLC | 0.09% | Reduce -1.7% | 7,292 | $487K |
| Apeiron RIA LLC | 0.15% | Add +46.9% | 6,976 | $481K |
| IFG Advisors, LLC | 0.09% | Reduce -24.3% | 6,837 | $471K |
| James J. Burns & Company, LLC | 0.08% | No change | 6,760 | $466K |
| Klingman & Associates, LLC | 0.03% | No change | 6,749 | $465K |
| Glass Jacobson Investment Advisors llc | 0.15% | No change | 7,086 | $457K |
| Alteri Wealth LLC | 0.20% | Reduce -2.6% | 6,548 | $451K |
| Riverview Trust Co | 0.45% | No change | 6,543 | $451K |
| Brighton Jones LLC | 0.01% | No change | 6,439 | $444K |
| LexAurum Advisors, LLC | 0.09% | Add +20.9% | 6,413 | $442K |
| Ieq Capital, LLC | 0.00% | New | 6,379 | $439K |
| Savant Capital, LLC | 0.00% | Add +0.8% | 6,374 | $439K |
| Mutual Advisors, LLC | 0.01% | Add +26.6% | 6,176 | $438K |
| Betterment LLC | 0.00% | Reduce -18.7% | 6,327 | $436K |
| StoneX Group Inc. | 0.02% | Add +18.1% | 6,300 | $434K |
| Corrado Advisors, LLC | 0.29% | Reduce -1.2% | 6,220 | $428K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 6,115 | $421K |
| Independent Wealth Network Inc. | 0.17% | Add +46.8% | 6,095 | $420K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.5% | 5,891 | $406K |
| Parkworth Wealth Management, Inc. | 0.32% | Add +115.6% | 5,815 | $401K |
| Kavar Capital Partners Group, LLC | 0.07% | No change | 5,731 | $395K |
| Towne Trust Company, N.A | 0.14% | Add +105.9% | 5,725 | $394K |
| BXM Wealth LLC | 0.47% | New | 5,700 | $393K |
| Arcadia Wealth Management, LLC | 0.19% | Reduce -4.2% | 5,695 | $392K |
| Spire Wealth Management | 0.01% | Reduce -12.9% | 5,678 | $391K |
| Everhart Financial Group, Inc. | 0.05% | Add +8.0% | 5,590 | $385K |
| Choate Investment Advisors | 0.01% | No change | 5,494 | $378K |
| Watershed Private Wealth LLC | 0.15% | Reduce -0.9% | 5,481 | $378K |
| Diversified Trust Co. | 0.01% | Reduce -10.0% | 5,421 | $373K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +31.1% | 5,378 | $371K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -23.6% | 5,344 | $368K |
| WMG Financial Advisors, LLC | 0.16% | Reduce -2.0% | 5,306 | $366K |
| Capstone Wealth Management, LLC | 0.36% | Add +0.7% | 5,236 | $361K |
| Glenmede Trust Co. NA | 0.00% | Add +4.6% | 5,228 | $360K |
| Visionary Wealth Advisors | 0.02% | No change | 5,096 | $351K |
| Mascoma Wealth Management LLC | 0.09% | Add +3.5% | 5,044 | $347K |
| Opulen Financial Group LLC | 0.31% | No change | 5,028 | $346K |
| Bank of Montreal | 0.00% | Reduce -27.6% | 4,956 | $341K |
| City State Bank | 0.11% | No change | 4,877 | $336K |
| Prospera Financial Services Inc | 0.01% | No change | 4,840 | $333K |
| NorthCoast Asset Management LLC | 0.00% | No change | 4,745 | $327K |
| Mayflower Financial Advisors, LLC | 0.05% | New | 4,685 | $323K |
| Schrum Private Wealth Management LLC | 0.28% | Reduce -15.2% | 4,676 | $322K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 4,670 | $322K |
| Fort Point Capital Partners LLC | 0.04% | New | 4,599 | $317K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -24.5% | 4,504 | $310K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +1.3% | 4,467 | $308K |
| Rossby Financial, LCC | 0.13% | Add +10.0% | 4,311 | $306K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -26.5% | 4,412 | $304K |
| Fermata Advisors, LLC | 0.05% | Reduce -6.5% | 4,385 | $302K |
| Magnolia Capital Advisors LLC | 0.08% | Add +6.4% | 4,372 | $301K |
| Life Line Wealth Management LLC | 0.11% | Reduce -4.0% | 4,344 | $299K |
| Lynx Investment Advisory | 0.20% | Add +29.1% | 4,319 | $298K |
| Slagle Financial, LLC | 0.13% | Reduce -10.0% | 4,299 | $296K |
| Fairvoy Private Wealth, LLC | 0.08% | Reduce -4.1% | 4,242 | $292K |
| Bell Investment Advisors, Inc | 0.05% | No change | 4,239 | $292K |
| Impact Partnership Wealth, LLC | 0.06% | Add +5.3% | 4,232 | $292K |
| FAS Wealth Partners, Inc. | 0.02% | No change | 4,212 | $290K |
| Waypoint Wealth Partners Inc. | 0.08% | No change | 4,109 | $283K |
| Bensler, LLC | 0.04% | No change | 4,104 | $283K |
| Main Management LLC | 0.02% | New | 4,079 | $281K |
| NorthLanding Financial Partners, LLC | 0.28% | No change | 4,071 | $280K |
| FSA Advisors, Inc. | 0.22% | Add +5.4% | 4,043 | $279K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -30.9% | 4,033 | $278K |
| Quantinno Capital Management LP | 0.00% | New | 3,993 | $275K |
| Second Line Capital, LLC | 0.07% | No change | 3,989 | $275K |
| CENTRAL TRUST Co | 0.01% | No change | 3,913 | $270K |
| Ascent Group, LLC | 0.01% | Reduce -7.3% | 3,831 | $264K |
| Sunbelt Securities, Inc. | 0.02% | Add +2.0% | 3,783 | $261K |
| Valmark Advisers, Inc. | 0.00% | New | 3,766 | $259K |
| Mgo One Seven LLC | 0.01% | No change | 3,748 | $258K |
| VestGen Investment Management | 0.19% | Reduce -28.8% | 3,746 | $258K |
| HRT Financial LP | 0.00% | Reduce -78.6% | 3,734 | $257K |
| Charis Legacy Partners, LLC | 0.48% | New | 3,710 | $256K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 3,704 | $255K |
| Petra Financial Advisors Inc. | 0.21% | Add +2.4% | 3,658 | $252K |
| Five Oceans Advisors | 0.12% | No change | 3,648 | $251K |
| Portside Wealth Group, LLC | 0.04% | No change | 3,618 | $249K |
| Atlanta Consulting Group Advisors, LLC | 0.07% | Reduce -10.4% | 3,616 | $249K |
| SMART Wealth LLC | 0.09% | Add +7.2% | 3,584 | $247K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -7.6% | 3,532 | $243K |
| Evercore Wealth Management, LLC | 0.00% | No change | 3,491 | $240K |
| Northwest Capital Management Inc | 0.10% | No change | 3,477 | $240K |
| WPG Advisers, LLC | 0.22% | Add +3.9% | 3,353 | $231K |
| Cary Street Partners Financial LLC | 0.01% | No change | 3,321 | $229K |
| Parkwoods Wealth Partners, LLC | 0.15% | New | 3,298 | $227K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 3,233 | $223K |
| Castle Wealth Management LLC | 0.09% | No change | 3,222 | $222K |
| Earned Wealth Advisors, LLC | 0.05% | New | 3,219 | $222K |
| Aire Advisors, LLC | 0.05% | No change | 3,208 | $221K |
| Wealth Group, Ltd. | 0.14% | New | 3,207 | $221K |
| Opes Wealth Management LLC | 0.04% | Reduce -10.9% | 3,124 | $215K |
| Accredited Investor Services, LLC | 0.18% | New | 3,095 | $213K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,086 | $213K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -17.1% | 3,072 | $212K |
| Sowell Financial Services LLC | 0.01% | New | 3,034 | $209K |
| Fairman Group, LLC | 0.19% | No change | 3,230 | $208K |
| NewEdge Wealth, LLC | 0.00% | Reduce -18.1% | 3,011 | $207K |
| Venturi Wealth Management, LLC | 0.01% | No change | 3,001 | $207K |
| Heck Capital Advisors, LLC | 0.02% | Add +30.3% | 2,977 | $205K |
| New Century Financial Group, LLC | 0.23% | New | 2,949 | $203K |
| XTX Topco Ltd | 0.01% | New | 2,923 | $201K |
| Golden State Wealth Management, LLC | 0.03% | No change | 2,827 | $195K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 2,776 | $191K |
| Trust Co | 0.02% | No change | 2,707 | $186K |
| Blair William & Co. | 0.00% | Add +14.8% | 2,687 | $185K |
| NorthRock Partners, LLC | 0.01% | Add +17.7% | 2,557 | $176K |
| Crewe Advisors LLC | 0.02% | Add +323.1% | 2,327 | $160K |
| Creative Financial Designs Inc. | 0.01% | Reduce -21.1% | 1,741 | $120K |
| Fifth Third Bancorp | 0.00% | New | 1,653 | $114K |
| Private Trust Co. NA | 0.01% | Add +18.5% | 1,628 | $112K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 1,569 | $108K |
| Caldwell Trust Co | 0.01% | No change | 1,547 | $107K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -86.2% | 1,514 | $104K |
| N.E.W. Advisory Services LLC | 0.01% | New | 1,446 | $100K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,240 | $85K |
| JFS Wealth Advisors, LLC | 0.01% | New | 1,228 | $85K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -15.1% | 1,167 | $80K |
| Turim 21 Investimentos Ltda. | 0.02% | No change | 1,133 | $78K |
| Nemes Rush Group LLC | 0.01% | Add +5.4% | 1,120 | $77K |
| Salomon & Ludwin, LLC | 0.01% | New | 1,065 | $73K |
| First PREMIER Bank | 0.02% | No change | 961 | $66K |
| Whittier Trust Co. | 0.00% | Reduce -19.2% | 949 | $65K |
| Signaturefd, LLC | 0.00% | No change | 900 | $62K |
| Smartleaf Asset Management LLC | 0.01% | Add +0.3% | 882 | $61K |
| Garde Capital, Inc. | 0.00% | New | 880 | $61K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 852 | $59K |
| Armor Investment Advisors, LLC | 0.02% | Reduce -13.1% | 846 | $58K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 800 | $55K |
| Pineridge Advisors LLC | 0.02% | Reduce -32.5% | 802 | $55K |
| Ridgewood Investments LLC | 0.03% | No change | 800 | $55K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 785 | $54K |
| National Bank of Canada | 0.00% | Add +195.8% | 778 | $54K |
| Avion Wealth | 0.01% | No change | 835 | $53K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -16.2% | 717 | $50K |
| Rialto Wealth Management, LLC | 0.01% | No change | 602 | $41K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 560 | $39K |
| CoreCap Advisors, LLC | 0.00% | Add +190.7% | 532 | $37K |
| Investors Research Corp | 0.01% | Add +328.5% | 527 | $36K |
| AdvisorNet Financial, Inc | 0.00% | No change | 521 | $36K |
| Paladin Advisory Group, LLC | 0.03% | No change | 511 | $35K |
| Ameriflex Group, Inc. | 0.01% | No change | 489 | $34K |
| Main Street Group, LTD | 0.01% | Reduce -31.4% | 437 | $30K |
| Legacy Wealth Managment, LLC | 0.02% | Reduce -11.4% | 435 | $30K |
| Kessler Investment Group, LLC | 0.01% | New | 417 | $29K |
| Ancora Advisors LLC | 0.00% | No change | 376 | $26K |
| Archer Investment Corp | 0.01% | No change | 356 | $25K |
| Center for Financial Planning, Inc. | 0.00% | New | 323 | $22K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 318 | $22K |
| Dogwood Wealth Management LLC | 0.01% | No change | 288 | $20K |
| Deane Retirement Strategies, Inc. | 0.01% | Add +53.7% | 272 | $19K |
| Westside Investment Management, Inc. | 0.00% | No change | 260 | $18K |
| Rothschild Investment LLC | 0.00% | No change | 248 | $17K |
| Sachetta, LLC | 0.01% | No change | 245 | $17K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 241 | $17K |
| Sound Income Strategies, LLC | 0.00% | Add +3285.7% | 237 | $16K |
| Bellwether Advisors, LLC | 0.00% | New | 192 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 167 | $12K |
| Transce3nd, LLC | 0.00% | Add +55.7% | 151 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | New | 143 | $10K |
| Hantz Financial Services, Inc. | 0.00% | No change | 133 | $9K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 117 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 93 | $6K |
| North Star Investment Management Corp. | 0.00% | No change | 85 | $6K |
| Larson Financial Group LLC | 0.00% | Add +105.1% | 80 | $6K |
| Jones Financial Companies LLLP | 0.00% | New | 77 | $5K |
| Hughes Financial Services, LLC | 0.00% | New | 71 | $5K |
| Park Square Financial Group, LLC | 0.00% | No change | 67 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 65 | $4K |
| Silver Oak Securities, Incorporated | 0.00% | No change | 64 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 63 | $4K |
| Capital A Wealth Management, LLC | 0.00% | No change | 54 | $4K |
| ROSS\JOHNSON & Associates LLC | 0.06% | Add +4.3% | 49 | $3K |
| Cornerstone Planning Group LLC | 0.00% | New | 45 | $3K |
| Whipplewood Advisors, LLC | 0.00% | Add +43.2% | 63 | $3K |
| Eq Wealth Advisors, LLC | 0.00% | New | 41 | $3K |
| Lord & Richards Wealth Management, LLC | 0.00% | New | 37 | $3K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 35 | $2K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 34 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 33 | $2K |
| Olistico Wealth, LLC | 0.00% | New | 30 | $2K |
| Tompkins Financial Corp. | 0.00% | Reduce -13.8% | 25 | $2K |
| JNBA Financial Advisors | 0.00% | New | 23 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 20 | $1K |
| Blue Trust, Inc. | 0.00% | Add +33.3% | 20 | $1K |
| Trust Co. of Vermont | 0.00% | Add +1800.0% | 19 | $1K |
| Decker Retirement Planning Inc. | 0.00% | New | 10 | $689 |
| Copia Wealth Management | 0.00% | Add +80.0% | 9 | $620 |
| Evermay Wealth Management LLC | 0.00% | No change | 5 | $345 |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3 | $207 |
| Qube Research & Technologies Ltd | 0.00% | No change | 2 | $138 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -99.9% | 2 | $124 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $70 |
| Morling Financial Advisors, LLC | 0.00% | No change | 1 | $54 |
| Logan Capital Management Inc. | 0.00% | New | 1 | $52 |
"% 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.