iShares Core MSCI Dev MKTSIDEVETF

13F holders, Q4 2025 (December 31)
650holders +73
60new positions
32sold out
4famous investors
$82.44avg. 13F price*

At the end of Q4 2025, 650 institutions reported holding iShares Core MSCI Dev MKTS (IDEV) in their 13F filings, up 73 from Q3 2025. 60 opened new positions and 32 sold out. The largest holders were Bank of America Corp. ($4.3B), BlackRock, Inc. ($1.7B) and Creative Planning ($1.4B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jeremy Grantham (0.0% of GMO'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

0200400600800 Q1 2024: 398Q1 2024Q2 2024: 433Q2 2024Q3 2024: 448Q3 2024Q4 2024: 516Q4 2024Q1 2025: 526Q1 2025Q2 2025: 563Q2 2025Q3 2025: 577Q3 2025Q4 2025: 650Q4 2025Q1 2026: 712Q1 2026Q2 2026: 744Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions60$181.5M
Exits32$45.3M

All 13F filers, Q3 2025 → Q4 2025: 16,405,402 shares bought and 9,013,761 shares sold, net +7,391,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 650 holders

Bank of America Corp. 0.32% Add +4.7% 52,481,852 $4.3B
BlackRock, Inc. 0.03% Reduce -3.2% 20,145,027 $1.7B
Creative Planning 1.04% Reduce -1.4% 17,555,598 $1.4B
Sei Investments Co. 0.99% Add +4.5% 12,146,738 $1.0B
Morgan Stanley 0.06% Add +8.7% 12,080,336 $996.4M
PNC Financial Services Group, Inc. 0.54% Add +17.1% 11,951,894 $985.8M
Ameriprise Financial Inc. 0.16% Add +13.4% 8,345,883 $684.7M
Bank of Korea 27.48% — 7,607,921 $627.5M
Citigroup Inc. 0.25% Add +1.5% 4,512,190 $372.2M
JPMorgan Chase & Co. 0.02% Add +16.4% 4,432,860 $365.6M
Envestnet Asset Management Inc. 0.11% Add +10.0% 4,296,209 $354.4M
Horizon Investments, LLC 4.03% Reduce -11.5% 3,857,657 $318.2M
Focus Partners Advisor Solutions, LLC 3.61% Reduce -8.6% 3,573,434 $294.7M
Focus Partners Wealth 0.33% Add +3.2% 3,516,695 $290.1M
Cerity Partners LLC 0.42% Add +96.3% 3,476,958 $286.8M
Heritage Financial Services, LLC 22.57% Add +1.8% 3,278,313 $270.4M
Bank of Finland 18.64% Reduce -46.4% 3,254,031 $268.4M
Alesco Advisors, LLC, An ESL Co 6.61% Reduce -0.1% 3,099,656 $255.7M
Cetera Investment Advisers 0.25% Add +10.9% 2,809,719 $231.7M
Auto-Owners Insurance Co 4.50% Add +7.7% 2,598,000 $214.3M
Bessemer Group Inc. 0.28% Add +5.8% 2,191,877 $180.8M
Raymond James Financial Inc. 0.05% Add +6.3% 1,902,665 $156.9M
Assetmark, Inc. 0.28% Add +2.6% 1,678,675 $138.5M
First Command Advisory Services, Inc. 0.94% Add +21.4% 1,630,797 $134.5M
MCF Advisors LLC 7.31% Add +3.2% 1,603,120 $132.2M
Clarius Group, LLC 7.04% Add +0.8% 1,493,767 $123.2M
LPL Financial LLC 0.03% Add +21.6% 1,484,662 $122.5M
UBS Group AG 0.02% Add +0.3% 1,433,770 $118.3M
TFC Financial Management, Inc. 14.49% Add +0.4% 1,401,008 $115.6M
Capital Asset Advisory Services LLC 4.60% Add +5.9% 1,356,502 $114.4M
Axxcess Wealth Management, LLC 1.92% Add +1.9% 1,304,921 $107.6M
Empowered Funds, LLC 1.77% New 1,261,390 $104.0M
Stratos Wealth Partners, LTD. 1.15% Reduce -0.7% 1,220,417 $100.7M
Litman Gregory Wealth Management LLC 7.22% Reduce -1.5% 1,195,549 $98.6M
Nixon Peabody Trust Co. 6.87% Reduce -0.5% 1,099,242 $90.7M
Northwestern Mutual Wealth Management Co. 0.06% Add +13.3% 1,064,056 $87.8M
Mariner, LLC 0.09% Add +6.7% 932,849 $76.9M
Main Management ETF Advisors, LLC 2.38% Add +11.0% 809,383 $66.8M
Foster Group, Inc. 1.94% Add +3.3% 778,071 $64.2M
Wealthspire Retirement, LLC 3.72% Add +5.1% 741,702 $61.2M
Klaas Financial Asset Advisors, LLC 8.52% Add +0.9% 711,957 $58.7M
Royal Bank of Canada 0.01% Add +5.5% 695,696 $57.4M
Riversedge Advisors, LLC 9.12% Add +6.7% 679,736 $56.1M
Captrust Financial Advisors 0.10% Add +3.5% 666,453 $55.0M
HighTower Advisors, LLC 0.06% Add +7.7% 621,907 $51.3M
Amarillo National Bank 8.88% Reduce -3.3% 612,602 $50.5M
Commonwealth Equity Services, LLC 0.07% Add +6.4% 606,254 $50.0M
Starr Indemnity & Liability Co 14.20% No change 606,060 $50.0M
Wells Fargo & Company 0.01% Add +7.5% 594,791 $49.1M
Rock Creek Group LLC 5.30% Reduce -24.8% 572,604 $47.2M
Arrow Financial Corp 4.49% Add +8.7% 546,267 $45.1M
Principal Securities, Inc. 0.64% Add +6.4% 506,449 $41.8M
Signature Estate & Investment Advisors LLC 0.80% Reduce -0.3% 480,146 $39.6M
FMR LLC 0.00% Add +763.8% 477,184 $39.4M
Standpoint Asset Management, LLC 8.85% Reduce -3.4% 469,800 $38.7M
Cornerstone Wealth Group, LLC 2.47% Add +38.6% 438,916 $36.2M
Stockman Wealth Management, Inc. 4.15% Add +4.0% 430,734 $35.5M
New England Asset Management Inc. 4.71% No change 420,585 $34.7M
AAF Wealth Management, LLC 14.60% Add +3.6% 419,662 $34.6M
Osaic Holdings, Inc. 0.05% Reduce -17.2% 412,179 $34.0M
DDFG, Inc 7.26% Add +2.7% 401,883 $33.1M
Veery Capital, LLC 9.96% Add +1.4% 393,649 $32.5M
Envestnet Portfolio Solutions, Inc. 0.11% Reduce -2.4% 393,249 $32.4M
Sterling Capital Management LLC 0.51% Reduce -4.4% 379,037 $31.3M
C V Starr & Co. Inc. 17.17% No change 378,787 $31.2M
Prudent Investors Network, Inc. 6.58% Add +33.4% 347,466 $28.7M
BSW Wealth Partners 3.37% Reduce -1.8% 340,665 $28.1M
Cambridge Investment Research Advisors, Inc. 0.07% Reduce -28.3% 324,895 $26.8M
Bank Hapoalim BM 2.38% No change 320,400 $26.4M
Hi-Line Capital Management, LLC 8.58% Reduce -9.2% 312,376 $25.8M
Orion Porfolio Solutions, LLC 0.19% Add +80.1% 308,979 $25.5M
Coldstream Capital Management Inc. 0.33% Reduce -1.3% 306,813 $25.3M
Founders Financial Securities LLC 1.46% Add +2.4% 299,716 $24.7M
AE Wealth Management LLC 0.14% Reduce -1.3% 298,473 $24.6M
MBL Wealth, LLC 1.88% Add +4.1% 284,826 $23.5M
Kondo Wealth Advisors, Inc. 8.64% Add +4.3% 273,596 $22.6M
Aerodigm Wealth, LLC 8.25% Add +5.0% 259,156 $21.4M
Fortitude Family Office, LLC 4.87% Add +7.4% 252,319 $20.8M
AdvisorNet Financial, Inc 1.08% Add +8.5% 244,863 $20.2M
Retirement Management Systems Inc. 5.15% — 243,722 $20.1M
Modern Wealth Management, LLC 0.37% Add +6.5% 243,185 $20.1M
Vision Capital Management, Inc. 2.42% Reduce -1.8% 243,033 $20.0M
First National Bank Sioux Falls 5.96% Add +0.7% 241,176 $19.9M
Columbus Macro, LLC 2.16% Reduce -2.6% 239,581 $19.8M
Financial Advisors Network, Inc. 2.70% Add +6.5% 238,802 $19.7M
Global Strategic Investment Solutions, LLC 1.91% Add +1.3% 237,166 $19.6M
Securian Asset Management, Inc. 0.74% Add +14.9% 236,229 $19.5M
Northwest Wealth Management, LLC 3.00% Add +18.7% 230,897 $19.0M
Allegiance Financial Group Advisory Services LLC 4.00% Add +7.6% 230,733 $19.0M
Crestwood Advisors Group, LLC 0.31% Add +101.1% 224,439 $18.5M
Relyea Zuckerberg Hanson LLC 1.73% Add +1.7% 207,406 $17.1M
ABLE Financial Group, LLC 3.44% Add +7.7% 205,498 $16.9M
Truist Financial Corp. 0.02% Add +0.1% 201,226 $16.6M
True North Advisors, LLC 2.08% New 195,417 $16.1M
&partners 0.08% Reduce -3.3% 187,673 $15.5M
Aspirean Wealth, LLC 16.85% — 187,023 $15.4M
Wealth Enhancement Advisory Services, LLC 0.02% Add +0.1% 179,021 $15.1M
Accelerate Investment Advisors LLC 9.89% Add +6.2% 177,901 $14.7M
Peirce Capital Management, LLC 5.82% Reduce -0.8% 177,319 $14.6M
Oak Root LLC 1.77% Reduce -9.4% 177,188 $14.6M
Squire Investment Management Company, LLC 4.32% Add +6.2% 173,172 $14.3M
Missouri Trust & Investment Co 4.13% Add +0.6% 170,464 $14.1M
Citizens Financial Group Inc. 0.18% Add +2.7% 164,306 $13.6M
Crane Advisory, LLC 2.02% Add +28.9% 156,172 $13.3M
SageView Advisory Group, LLC 0.45% Reduce -2.3% 160,127 $13.2M
Alliance Private Wealth, LLC 4.57% — 151,010 $13.1M
CarsonAllaria Wealth Management, Ltd. 6.34% Add +4.5% 154,870 $12.8M
Heritage Investment Group, Inc. 1.93% Add +7.1% 153,971 $12.7M
Kestra Advisory Services, LLC 0.05% Add +117.5% 152,757 $12.6M
Steward Partners Investment Advisory, LLC 0.07% Add +2.5% 150,987 $12.5M
Sterling Manor Financial, LLC 7.64% Add +0.3% 148,396 $12.2M
Friday Financial 4.22% Add +18.6% 145,204 $12.0M
World Investment Advisors 0.19% Add +14.5% 140,595 $11.6M
Cape Cod Five Cents Savings Bank 1.05% No change 162,382 $11.5M
Baltimore-Washington Financial Advisors, Inc. 0.48% Add +3.8% 138,885 $11.5M
Allworth Financial LP 0.05% Reduce -2.7% 138,885 $11.5M
Sagespring Wealth Partners, LLC 0.21% Reduce -1.1% 137,043 $11.3M
Peterson Wealth Advisors, LLC 1.49% Reduce -3.2% 135,844 $11.2M
Courier Capital LLC 0.63% Add +175.8% 134,939 $11.1M
Wealthquest Corp 0.84% New 134,840 $11.1M
Running Point Capital Advisors, LLC 3.01% Reduce -8.2% 133,934 $11.0M
Merit Financial Group, LLC 0.09% Reduce -1.8% 130,879 $10.8M
Tenzing Financial LLC 8.75% — 130,712 $10.8M
Beacon Pointe Advisors, LLC 0.07% Add +108.4% 125,796 $10.4M
Prism Planning Partners LLC 11.26% — 121,702 $10.0M
Family Wealth Partners, LLC 3.58% Reduce -2.1% 120,587 $9.9M
Convergence Financial, LLC 1.44% Add +5.4% 119,357 $9.8M
Brady Martz Wealth Solutions, LLC 1.72% Add +7.3% 118,130 $9.7M
Legacy Private Trust Co. 0.57% Reduce -1.9% 117,701 $9.7M
Green Ridge Wealth Planning LLC 4.95% — 117,401 $9.7M
Financial Management, Inc. 9.14% — 116,717 $9.6M
Integrity Alliance, Llc. 0.35% Add +10.9% 115,336 $9.5M
Premier Path Wealth Partners, LLC 1.23% Reduce -6.0% 115,048 $9.5M
Norris Perne & French LLP 0.62% Add +34.7% 113,853 $9.4M
Steele Capital Management, Inc. 0.40% Reduce -1.1% 112,948 $9.3M
Vestmark Advisory Solutions, Inc. 0.12% Add +3.8% 110,382 $9.1M
Ameritas Advisory Services, LLC 0.34% Add +2528.7% 110,353 $9.1M
Causey Wealth LLC 4.12% Add +10.1% 109,930 $9.1M
Principal Financial Group Inc. 0.00% No change 105,685 $8.7M
Simplicity Wealth,LLC 0.51% Reduce -3.9% 103,979 $8.6M
Aspiriant, LLC 0.24% New 102,726 $8.5M
Brown Wealth Management, LLC 2.20% Add +12.7% 101,382 $8.4M
Resonant Capital Advisors, LLC 0.46% Reduce -0.0% 101,071 $8.3M
Leavell Investment Management, Inc. 0.34% Add +18.4% 100,292 $8.3M
GW&K Investment Management, LLC 0.07% Add +17.6% 100,213 $8.3M
rebel Financial LLC 3.52% Add +0.0% 99,792 $8.2M
OMNI 360 Wealth, Inc. 4.17% Add +8.6% 95,475 $8.1M
Perigon Wealth Management, LLC 0.14% Add +0.7% 97,022 $8.0M
Wedmont Private Capital 0.27% Add +1.5% 93,710 $7.9M
Alps Advisors Inc. 0.04% No change 93,500 $7.7M
Beckerman Institutional, LLC 4.25% Reduce -3.9% 91,858 $7.6M
Old National Bancorp 0.13% Add +3.9% 91,751 $7.6M
Patriot Investment Management Group, Inc. 0.48% Add +1.3% 91,244 $7.5M
MBA Advisors LLC 3.02% Add +2.4% 90,990 $7.5M
Great Valley Advisor Group, Inc. 0.14% Add +6.5% 89,576 $7.4M
Higgins & Schmidt Wealth Strategies LLC 3.41% Reduce -2.9% 87,273 $7.2M
David J Yvars Group 3.81% Add +6.3% 86,596 $7.1M
Kaufman Rossin Wealth, LLC 3.71% Add +2.1% 86,273 $7.1M
Solstein Capital, LLC 2.84% No change 85,745 $7.1M
Cantor Fitzgerald Investment Advisors L.P. 0.52% Reduce -0.1% 85,177 $7.0M
CogentBlue Wealth Advisors, LLC 4.62% Reduce -2.4% 82,166 $6.8M
Exencial Wealth Advisors, LLC 0.21% Add +1.8% 81,298 $6.7M
Kickstand Ventures, Llc. 1.41% Add +1.3% 81,195 $6.7M
Eight 31 Financial, LLC 3.57% Reduce -1.2% 78,858 $6.5M
Dravo Bay LLC 2.70% Add +3.6% 78,703 $6.5M
LTS Liquid Investments LLC 6.02% — 76,767 $6.3M
Red Wave Investments LLC 1.88% Reduce -1.9% 76,727 $6.3M
Summit Wealth Partners, LLC 1.13% Add +8.8% 74,205 $6.1M
Tranquilli Financial Advisor LLC 3.55% Reduce -0.3% 74,130 $6.1M
Compass Wealth Management, LLC 2.50% Add +8.4% 73,738 $6.1M
Midwest Trust Co 0.08% No change 73,231 $6.0M
PW Advisors, LLC \ FL 4.77% — 72,051 $5.9M
Jane Street Group, LLC 0.01% New 71,650 $5.9M
Spire Wealth Management 0.20% Add +6729.9% 71,031 $5.9M
Tanager Wealth Management LLP 0.58% Add +4.2% 69,937 $5.8M
Sanctuary Advisors, LLC 0.03% Add +3.9% 65,560 $5.4M
CreativeOne Wealth, LLC 0.13% Reduce -1.2% 64,696 $5.3M
R. W. Roge & Company, Inc. 2.63% Reduce -3.2% 64,507 $5.3M
Kestra Private Wealth Services, LLC 0.07% Add +27.8% 64,202 $5.3M
Elevate Wealth Advisory, Inc. 3.61% Reduce -4.8% 64,029 $5.3M
AQR Capital Management 0.00% Add +7.1% 62,944 $5.2M
Cosner Financial Group, LLC 2.65% Add +10.2% 62,921 $5.2M
HMV Wealth Advisors, LLC 2.57% Add +22.7% 62,195 $5.1M
Gladstone Institutional Advisory LLC 0.19% Add +0.6% 61,855 $5.1M
NewEdge Advisors, LLC 0.02% Add +11.0% 61,791 $5.1M
Equitable Holdings, Inc. 0.03% Add +63.5% 61,027 $5.0M
Integrated Wealth Concepts LLC 0.06% Reduce -4.8% 58,463 $4.8M
Allstreet Capital Advisors LLC 3.49% — 58,449 $4.8M
Sovereign Investment Advisors, LLC 1.20% New 57,927 $4.8M
HBE Wealth Management, LLC 4.39% — 56,590 $4.7M
Arbor Investment Advisors, LLC 0.61% Add +0.3% 56,395 $4.7M
Cascade Financial Partners, LLC 0.47% Reduce -0.9% 56,112 $4.6M
Baird Financial Group, Inc. 0.01% Add +0.4% 54,977 $4.5M
Private Advisor Group, LLC 0.02% Reduce -1.6% 54,687 $4.5M
Diversify Advisory Services, LLC 0.14% Reduce -18.4% 52,563 $4.5M
OpenArc Corporate Advisory, LLC 0.07% — 53,151 $4.4M
Asset Dedication, LLC 0.28% Add +6.8% 52,180 $4.3M
Nolet Wealth Management, LLC 2.36% — 51,422 $4.2M
Rockefeller Capital Management L.P. 0.01% Add +61.7% 51,142 $4.2M
MJT & Associates Financial Advisory Group, Inc. 3.10% New 50,319 $4.2M
Advus Financial Partners, LLC 0.99% Add +2.5% 49,441 $4.1M
Probity Advisors, Inc. 0.65% Reduce -1.3% 49,415 $4.1M
FF Advisors,LLC 1.81% No change 49,324 $4.1M
Mueller Wealth, LLC 3.36% — 49,176 $4.1M
National Wealth Management Group, LLC 1.40% Add +11.8% 49,093 $4.0M
Strid Group, LLC 0.49% Add +1.8% 47,660 $3.9M
Granite Bay Wealth Management, LLC 0.92% Add +7.6% 46,072 $3.8M
J. R. Prunier Capital Management LLC 1.57% — 45,744 $3.8M
JFS Wealth Advisors, LLC 0.21% Add +0.3% 45,168 $3.7M
Mgo One Seven LLC 0.07% Add +848.1% 44,123 $3.6M
Cloud Capital Management, LLC 1.65% Add +21.4% 42,277 $3.5M
SteelPeak Wealth, LLC 0.11% New 42,067 $3.5M
Greenspring Advisors, LLC 0.21% Add +92.8% 41,518 $3.4M
Arsenal Capital Advisors LLC 2.42% — 41,499 $3.4M
Quadrature Capital Ltd 0.03% Add +681.4% 41,421 $3.4M
Cordant, Inc. 1.43% Reduce -2.9% 41,364 $3.4M
Claris Advisors, LLC / Mo / 1.03% Add +33.0% 41,085 $3.4M
Prosperity Consulting Group, LLC 0.15% Add +99.7% 40,364 $3.3M
Inman Jager Wealth Management, LLC 2.01% Add +19.5% 39,867 $3.3M
Defined Wealth Management, LLC 1.89% Reduce -0.4% 39,819 $3.3M
United Capital Financial Advisors, LLC 0.02% Reduce -1.5% 39,807 $3.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 39,359 $3.2M
JGP Wealth Management, LLC 0.34% New 39,124 $3.2M
Cwm, LLC 0.01% Add +6.8% 38,554 $3.2M
Cresset Asset Management, LLC 0.01% Reduce -0.1% 38,534 $3.2M
IFP Advisors, Inc 0.07% Reduce -11.0% 38,501 $3.2M
Summit Financial, LLC 0.05% Add +17.4% 38,222 $3.2M
Stifel Financial Corp. 0.00% Reduce -1.4% 38,133 $3.1M
Global Retirement Partners, LLC 0.05% Add +2251.9% 37,136 $3.1M
Unconventional Investor, LLC 1.44% Add +1.9% 36,834 $3.0M
WealthShield Partners, LLC 0.33% Reduce -10.9% 36,163 $3.0M
Resolute Advisors LLC 0.97% Add +1.9% 36,062 $3.0M
D.A. Davidson & Co. 0.02% Reduce -0.2% 35,397 $2.9M
Glenmede Trust Co. NA 0.01% — 34,381 $2.8M
Lakeridge Wealth Management LLC 1.25% Add +6.5% 33,433 $2.8M
Hilltop Wealth Advisors, LLC 1.38% Reduce -0.6% 33,379 $2.8M
J.W. Cole Advisors, Inc. 0.07% Add +18.0% 33,867 $2.7M
OneAscent Financial Services LLC 0.25% Reduce -4.0% 32,948 $2.7M
Debussy Capital Management LP 0.36% Add +10.5% 32,506 $2.7M
Beam Wealth Advisors, Inc. 0.73% Reduce -0.6% 32,203 $2.7M
Snowden Capital Advisors LLC 0.07% Add +3.1% 31,950 $2.6M
Belleair Asset Management, LLC 2.50% — 31,775 $2.6M
Cassady Wealth & Retirement Planning, LLC 1.71% — 31,743 $2.6M
Csenge Advisory Group 0.12% Add +17.1% 31,521 $2.6M
Comerica Bank 0.01% Add +29.4% 31,487 $2.6M
Lauterbach Financial Advisors, LLC 1.27% Reduce -6.8% 31,475 $2.6M
FWG Investments, LLC. 1.65% Reduce -5.7% 31,431 $2.6M
Rf&l Wealth Management, LLC 1.44% Add +2.0% 31,079 $2.6M
Hoge Financial Services, LLC 1.37% Reduce -0.9% 30,912 $2.5M
Range Advisory, LLC 0.65% — 30,781 $2.5M
B&D White Capital Company, LLC 0.29% Add +7.6% 30,765 $2.5M
O'shaughnessy Asset Management, LLC 0.01% Add +10.1% 30,400 $2.5M
FC Advisory LLC 0.71% Add +1.5% 30,016 $2.5M
Goldman Sachs Group Inc. 0.00% Add +546.5% 29,119 $2.4M
Heck Capital Advisors, LLC 0.18% Add +14.1% 29,037 $2.4M
Robertson Stephens Wealth Management, LLC 0.07% Add +9.1% 28,986 $2.4M
Diversified Enterprises, LLC 0.14% Add +20.8% 28,487 $2.3M
Dorsey & Whitney Trust CO LLC 0.12% No change 28,330 $2.3M
VanderPol Investments L.L.C. 4.45% Add +4.4% 28,290 $2.3M
Karras Company, Inc. 2.20% — 27,296 $2.3M
Sigma Planning Corp 0.06% Add +3.0% 26,628 $2.2M
Retirement Planning Group, LLC 0.07% Add +0.0% 26,336 $2.2M
Janney Montgomery Scott LLC 0.00% Add +8.5% 26,102 $2.2M
Advisory Services Network, LLC 0.03% Add +2.9% 26,094 $2.2M
Dopkins Wealth Management, LLC 0.86% Reduce -0.9% 25,444 $2.1M
Smith, Moore & Co. 0.15% No change 24,441 $2.0M
RHS Financial, LLC 0.97% Add +27.6% 24,157 $2.0M
United Financial Planning Group LLC 1.20% Add +0.1% 23,905 $2.0M
Kera Capital Partners, Inc. 0.24% Add +4.2% 22,780 $2.0M
Park Avenue Securities LLC 0.02% Add +0.1% 23,745 $2.0M
Rwa Wealth Partners, LLC 0.02% No change 23,627 $1.9M
Mercer Global Advisors Inc. 0.00% Reduce -31.9% 23,507 $1.9M
LJI Wealth Management, LLC 0.29% Add +452.2% 23,163 $1.9M
Sigma Investment Counselors Inc. 0.10% Reduce -0.1% 23,131 $1.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.11% Add +26.5% 23,129 $1.9M
United Advisor Group, LLC 0.24% Add +1.8% 22,874 $1.9M
CGN Advisors LLC 0.15% Add +2.5% 22,407 $1.8M
Savvy Advisors, Inc. 0.06% Reduce -11.3% 22,380 $1.8M
Stephens Inc. 0.02% New 21,925 $1.8M
K2 Financial Inc. 1.39% Add +3.8% 21,391 $1.8M
Evensky & Katz LLC 0.10% Add +0.6% 21,809 $1.8M
Savant Capital, LLC 0.01% Add +2.4% 21,616 $1.8M
Equity Wealth Partners, LLC 1.14% Add +1.8% 21,253 $1.8M
Howard Bailey Securities, LLC 0.67% Reduce -18.5% 20,732 $1.7M
Lido Advisors, LLC 0.01% Add +4.0% 21,299 $1.7M
Sage Mountain Advisors LLC 0.09% Add +8.5% 20,686 $1.7M
Arista Wealth Management, LLC 0.21% No change 20,574 $1.7M
E&G Advisors, LLC 0.38% Add +29.8% 20,445 $1.7M
BXM Wealth LLC 1.30% Add +258.1% 20,412 $1.7M
LifePlan Investment Advisors, Inc. 0.68% Reduce -34.6% 20,315 $1.7M
IHT Wealth Management, LLC 0.04% Add +95.2% 19,592 $1.7M
Financial Synergies Wealth Advisors, Inc. 0.16% Add +1.0% 19,930 $1.6M
Towne Trust Company, N.A 0.51% Add +34.9% 19,851 $1.6M
Capital Analysts, LLC 0.04% Add +24.7% 19,655 $1.6M
Baker Tilly Wealth Management, LLC 0.39% Reduce -49.9% 19,407 $1.6M
Strategic Financial Planning, Inc. 0.91% Reduce -0.7% 19,403 $1.6M
Chicago Capital, LLC 0.04% Add +8.4% 19,224 $1.6M
Apella Capital, LLC 0.03% Reduce -1.2% 18,991 $1.6M
Summit Wealth Group LLC / Co. 0.21% New 18,945 $1.6M
Kingdom Financial Group LLC. 0.47% New 18,540 $1.5M
MML Investors Services, LLC 0.00% Reduce -43.8% 18,266 $1.5M
Gateway Wealth Partners, LLC 0.17% Add +11.7% 18,137 $1.5M
Natixis Advisors, LLC 0.00% Add +17.0% 18,092 $1.5M
Accurate Wealth Management, LLC 0.19% Add +0.3% 17,244 $1.5M
Neuberger Berman Group LLC 0.00% Add +0.0% 17,689 $1.5M
Harbour Investments, Inc. 0.03% Add +12.5% 17,568 $1.4M
Citadel Advisors 0.00% Reduce -94.2% 17,530 $1.4M
Indivisible Partners 0.16% — 17,497 $1.4M
F&V Capital Management, LLC 0.30% No change 17,110 $1.4M
Jackson Thornton Wealth Management, LLC 0.13% Add +22.8% 16,539 $1.4M
Level Four Advisory Services, LLC 0.04% Add +10.8% 16,687 $1.4M
Heritage Trust Co 0.14% Reduce -2.2% 16,616 $1.4M
Ascent Group, LLC 0.05% Reduce -2.2% 16,039 $1.3M
Verum Partners LLC 0.26% Reduce -2.1% 15,872 $1.3M
Northern Trust Corp. 0.00% Add +3.4% 15,796 $1.3M
TD Waterhouse Canada Inc. 0.01% Add +1581.8% 15,674 $1.3M
Gotham Asset Management 0.00% No change 14,885 $1.2M
C M Bidwell & Associates Ltd. 0.57% Add +1.0% 14,680 $1.2M
US Bancorp \de 0.00% Add +4.7% 14,400 $1.2M
G2 Capital Management, LLC / Oh 0.29% No change 14,362 $1.2M
Chicago Partners Investment Group LLC 0.03% Reduce -4.4% 13,690 $1.2M
Stewardship Advisors, LLC 0.27% Reduce -2.1% 14,279 $1.2M
Lloyd Advisory Services, LLC. 0.45% Reduce -4.2% 14,009 $1.2M
Chapman Financial Group, LLC 0.79% No change 13,989 $1.2M
Angeles Wealth Management, LLC 0.06% Reduce -6.8% 13,983 $1.2M
GMO 0.00% New 13,959 $1.2M
Legacy Wealth Partners, LLC 0.30% — 13,930 $1.1M
Tribridge Partners Financial LLC 0.48% No change 13,882 $1.1M
E-Wealth Partners, LLC 0.96% — 13,810 $1.1M
Moneta Group Investment Advisors LLC 0.01% Reduce -1.4% 13,689 $1.1M
Keb Asset Management, LLC 0.23% Reduce -1.3% 13,630 $1.1M
New England Private Wealth Advisors LLC 0.14% Add +1.6% 13,628 $1.1M
Davidson Investment Advisors 0.05% Reduce -18.6% 13,559 $1.1M
Betterment LLC 0.00% Add +27.6% 13,407 $1.1M
Tudor Financial Inc. 0.57% Add +8.4% 13,400 $1.1M
Corient Private Wealth LP 0.00% Reduce -59.4% 13,345 $1.1M
Human Investing LLC 0.15% Add +2.1% 12,804 $1.1M
Empire Financial Management Company, LLC 0.22% Add +1.0% 12,523 $1.0M
Brookstone Capital Management 0.01% Reduce -13.3% 12,501 $1.0M
Farther Finance Advisors, LLC 0.01% Add +121.7% 12,469 $1.0M
Traveka Wealth, LLC 0.41% Reduce -1.2% 12,238 $1.0M
Tranquility Partners, LLC 0.36% Reduce -0.9% 12,080 $996K
Tactive Advisors, LLC 0.29% Add +16.9% 11,852 $978K
Valpey Financial Services, LLC 0.61% Add +3.7% 11,644 $960K
Visionary Wealth Advisors 0.04% Add +0.9% 11,635 $960K
Kirtland Hills Capital Management, LLC 0.34% No change 11,615 $958K
Sequoia Financial Advisors, LLC 0.01% Add +64.3% 11,575 $955K
Arkadios Wealth Advisors 0.02% Add +24.4% 11,568 $954K
Thrivent Financial for Lutherans 0.00% Add +61.3% 11,471 $949K
Twelve Points Wealth Management LLC 0.21% New 11,126 $944K
MAI Capital Management 0.01% Add +14.5% 11,408 $941K
Cogent Private Wealth, Inc. 0.71% — 11,352 $936K
Vistica Wealth Advisors, LLC 0.93% — 11,333 $935K
Cahill Financial Advisors Inc. 0.10% Add +0.4% 11,314 $933K
Berman McAleer LLC 0.13% Add +34.8% 11,300 $932K
Wealthspire Advisors, LLC 0.01% Reduce -7.7% 11,234 $927K
Independent Wealth Network Inc. 0.28% Add +16.5% 11,198 $924K
Graney & King, LLC 0.54% Add +1.9% 11,122 $917K
Compound Planning, Inc. 0.03% Add +0.0% 11,115 $917K
Okabena Investment Services Inc. 0.17% New 11,059 $912K
Gainplan LLC 0.34% Reduce -4.1% 10,982 $906K
Greykasell Wealth Strategies, Inc. 0.36% Add +0.9% 10,945 $903K
Parallel Advisors, LLC 0.02% Reduce -1.0% 10,939 $902K
Rossmore Private Capital 0.08% New 10,918 $901K
Fiduciary Wealth Partners, LLC 0.35% No change 10,455 $862K
Nicholas Hoffman & Company, LLC. 0.02% Add +0.3% 10,402 $858K
Strategies Wealth Advisors, LLC 0.09% Reduce -20.2% 10,368 $855K
TFB Advisors LLC 0.23% Add +0.7% 10,026 $827K
Choreo, LLC 0.01% Add +1.7% 9,959 $826K
First Horizon Corp. 0.04% Add +2.6% 9,887 $815K
Compass Capital Corp. /Ma/ 0.31% Reduce -64.4% 8,977 $804K
Matisse Capital 0.36% No change 9,632 $794K
Colton Groome Financial Advisors, LLC 0.23% Reduce -23.1% 9,607 $792K
Bank of Montreal 0.00% Add +30.4% 9,471 $781K
Manuka Financial, LLC 0.48% No change 9,447 $779K
Mayflower Financial Advisors, LLC 0.09% Add +126.0% 9,390 $774K
Berger Financial Group, Inc 0.04% No change 9,350 $771K
Mann Financial Group, Inc. 0.74% Add +93.8% 9,298 $767K
Discipline Wealth Solutions, LLC 0.14% Reduce -1.2% 9,133 $753K
Stratos Investment Management, LLC 0.03% Add +59.9% 9,132 $753K
Rede Wealth, LLC 0.26% New 9,019 $744K
EP Wealth Advisors, LLC 0.00% — 8,862 $731K
Ieq Capital, LLC 0.00% Reduce -9.3% 8,860 $731K
GeoWealth Management, LLC 0.03% Reduce -21.6% 8,859 $731K
Quest 10 Wealth Builders, Inc. 0.64% Reduce -3.3% 8,731 $720K
Quantinno Capital Management LP 0.00% Add +56.4% 8,647 $713K
Ritholtz Wealth Management 0.01% Reduce -4.3% 8,578 $708K
PFG Advisors 0.03% Add +1.1% 8,522 $703K
Laurel Oak Wealth Management, LLC 0.12% — 8,468 $698K
Parkwoods Wealth Partners, LLC 0.21% Reduce -0.4% 8,453 $697K
Verus Wealth Management, LLC 0.64% Reduce -44.6% 8,378 $691K
Networth Advisors, LLC 0.50% — 8,247 $680K
Bank of New York Mellon Corp 0.00% Reduce -99.6% 8,147 $672K
Concurrent Investment Advisors, LLC 0.01% Add +110.3% 8,082 $667K
Clarity Capital Advisors, LLC 0.33% Add +1.5% 8,064 $665K
Vise Technologies, Inc. 0.01% Add +56.0% 8,043 $663K
Bonfire Financial 0.49% Reduce -18.0% 8,025 $662K
Up Strategic Wealth Investment Advisors LLC 0.46% No change 7,276 $640K
Lexington Hill Partners, LLC 0.48% — 7,720 $637K
Rockwood Wealth Management, LLC 0.05% No change 7,703 $635K
Regimen Wealth, LLC 0.19% Add +1.2% 7,689 $634K
Avantax Planning Partners, Inc. 0.02% Reduce -31.4% 7,661 $632K
Arwa LLC 0.36% — 7,577 $625K
James J. Burns & Company, LLC 0.09% No change 7,560 $624K
HB Wealth Management, LLC 0.00% Add +5.9% 7,546 $622K
Elyxium Wealth, LLC 0.17% Add +22.7% 7,372 $608K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -2.1% 7,285 $601K
Financial Engines Advisors L.L.C. 0.00% No change 7,247 $598K
Mutual Advisors, LLC 0.01% Add +1.5% 7,243 $597K
Forte Asset Management LLC 0.27% No change 7,125 $588K
Camelot Technology Advisors, Inc. 0.44% No change 7,120 $587K
J. Team Financial, Inc. 0.58% New 7,092 $585K
Balanced Rock Investment Advisors LLC 0.41% Reduce -1.7% 7,001 $577K
NewEdge Wealth, LLC 0.01% Add +0.0% 6,965 $575K
Sapient Capital LLC 0.01% Reduce -40.7% 6,841 $567K
Kavar Capital Partners Group, LLC 0.08% No change 6,784 $560K
Blair William & Co. 0.00% Add +60.2% 6,770 $558K
Klingman & Associates, LLC 0.03% No change 6,749 $557K
Everhart Financial Group, Inc. 0.05% Add +1.6% 6,716 $554K
Thayer Financial, L.L.C. 0.58% — 6,691 $552K
Corrado Advisors, LLC 0.28% Add +3.7% 6,648 $548K
SFG Wealth Management, LLC. 0.21% Reduce -2.2% 6,593 $544K
Riverview Trust Co 0.65% No change 6,543 $540K
Prospera Financial Services Inc 0.01% Reduce -2.0% 6,500 $536K
Williams & Novak, LLC 0.40% No change 6,450 $532K
Valley Wealth Managers, Inc. 0.03% Reduce -13.7% 6,445 $532K
SIMA Wealth Partners, LLC 0.40% Reduce -9.7% 6,390 $527K
Winter & Associates, Inc. 0.48% — 6,357 $524K
Cannell & Spears LLC 0.01% No change 6,295 $519K
EJMK Ventures LLC 0.32% — 6,276 $518K
Cogent Strategic Wealth LLC 0.56% — 5,963 $513K
One Day In July LLC 0.04% Reduce -0.4% 6,075 $501K
IFG Advisors, LLC 0.08% Add +1.0% 6,062 $500K
Secure Asset Management, LLC 0.08% Reduce -8.1% 6,037 $498K
Nova R Wealth, Inc. 0.18% New 5,931 $489K
Glass Jacobson Investment Advisors llc 0.17% Reduce -10.5% 5,826 $481K
StoneX Group Inc. 0.02% Reduce -45.8% 5,826 $481K
Continuum Advisory, LLC 0.05% New 5,807 $479K
Keybank National Association 0.00% Add +17.0% 5,794 $478K
Endowment Wealth Management, Inc. 0.22% Reduce -78.3% 5,784 $477K
Magnolia Capital Advisors LLC 0.10% Add +24.1% 5,782 $477K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -9.4% 5,772 $476K
Balefire, LLC 0.09% Add +13.2% 5,760 $475K
Arcadia Wealth Management, LLC 0.18% Add +0.4% 5,752 $474K
Collaborative Wealth Managment Inc. 0.17% Add +19.3% 5,736 $473K
Choate Investment Advisors 0.01% No change 5,494 $453K
Diversified Trust Co. 0.01% Add +0.8% 5,484 $452K
B.O.S.S. Retirement Advisors, LLC 0.14% Reduce -60.0% 5,400 $445K
FAS Wealth Partners, Inc. 0.03% Add +18.3% 5,384 $444K
City State Bank 0.12% Reduce -0.3% 5,362 $442K
Capstone Wealth Management, LLC 0.32% Add +0.6% 5,357 $442K
Baker Avenue Asset Management, LP 0.01% Reduce -3.6% 5,344 $441K
Beaumont Financial Advisors, LLC 0.03% No change 5,260 $434K
Atlanta Consulting Group Advisors, LLC 0.10% Add +14.2% 5,248 $433K
Sound Income Strategies, LLC 0.02% Add +40.5% 5,061 $433K
CENTRAL TRUST Co 0.01% Add +0.5% 5,214 $430K
Opulen Financial Group LLC 0.31% Add +1.9% 5,210 $430K
Independent Financial Group, LLC 0.01% New 5,152 $425K
Merited Wealth, LLC 0.39% — 5,099 $421K
Apeiron RIA LLC 0.08% Reduce -0.7% 5,070 $418K
Mascoma Wealth Management LLC 0.09% No change 5,044 $416K
Rossby Financial, LCC 0.13% Add +0.2% 5,003 $413K
Capital Advisors Inc. 0.01% No change 5,000 $412K
Aptus Capital Advisors, LLC 0.00% Reduce -99.4% 4,978 $411K
Alteri Wealth LLC 0.13% Reduce -1.4% 4,864 $401K
Valmark Advisers, Inc. 0.00% Add +10.3% 4,837 $399K
Bensler, LLC 0.04% Add +14.7% 4,836 $399K
Prime Capital Investment Advisors, LLC 0.00% Add +4.8% 4,779 $394K
Diversify Wealth Management, LLC 0.02% Add +3.6% 4,579 $389K
Barnes Dennig Private Wealth Management LLC 0.39% New 4,690 $387K
Smartleaf Asset Management LLC 0.01% Add +197.6% 4,538 $376K
Schrum Private Wealth Management LLC 0.28% Add +5.3% 4,551 $375K
Life Line Wealth Management LLC 0.11% Add +1.9% 4,502 $371K
Ironwood Wealth Management, LLC. 0.11% New 4,485 $370K
WMG Financial Advisors, LLC 0.15% Reduce -2.0% 4,361 $360K
Watershed Private Wealth LLC 0.11% Reduce -0.2% 4,315 $356K
Fort Point Capital Partners LLC 0.04% Reduce -8.8% 4,118 $351K
Lynx Investment Advisory 0.19% Reduce -0.7% 4,256 $351K
HSBC Holdings PLC 0.00% New 4,256 $351K
Silverlake Wealth Management LLC 0.08% Add +7.6% 4,247 $350K
Sowell Financial Services LLC 0.01% Add +1.6% 4,194 $346K
OneDigital Investment Advisors LLC 0.00% Add +5.8% 4,160 $343K
Fermata Advisors, LLC 0.08% Reduce -0.1% 4,147 $342K
Second Line Capital, LLC 0.07% Add +1.9% 4,133 $341K
NorthLanding Financial Partners, LLC 0.27% No change 4,070 $336K
Commerce Bank 0.00% No change 4,064 $335K
Fairvoy Private Wealth, LLC 0.07% No change 4,051 $334K
Wedbush Securities Inc. 0.01% Add +2.7% 4,050 $334K
Modera Wealth Management, LLC 0.00% Reduce -1.0% 4,017 $331K
North Star Asset Management Inc. 0.01% Add +1.6% 4,008 $331K
Forteris Wealth Management Inc. 0.32% — 3,959 $327K
Bell Investment Advisors, Inc 0.05% Add +1.2% 3,901 $322K
Slagle Financial, LLC 0.11% Reduce -4.8% 3,886 $321K
BAM Wealth Management, LLC 0.23% Reduce -10.5% 3,860 $318K
Silver Grove Financial Group, Inc. 0.27% No change 3,847 $317K
Whittier Trust Co. 0.00% Reduce -4.4% 3,719 $314K
Joel Isaacson & Co., LLC 0.01% Add +1.0% 3,787 $312K
Sunbelt Securities, Inc. 0.02% No change 3,783 $312K
XTX Topco Ltd 0.01% New 3,751 $309K
Fifth Third Bancorp 0.00% Add +4.1% 3,734 $308K
National Bank of Canada 0.00% Add +326.1% 3,720 $307K
Charis Legacy Partners, LLC 0.45% No change 3,710 $306K
Cypress Financial Planning LLC 0.08% New 3,627 $299K
Portside Wealth Group, LLC 0.04% No change 3,618 $298K
Turtle Creek Wealth Advisors, LLC 0.02% New 3,591 $296K
Cary Street Partners Financial LLC 0.01% Reduce -3.5% 3,585 $296K
Petra Financial Advisors Inc. 0.17% Reduce -5.4% 3,581 $295K
Riverbend Wealth Management, LLC 0.18% Add +0.7% 3,494 $288K
Evercore Wealth Management, LLC 0.00% No change 3,491 $288K
Brooklyn Investment Group 0.01% New 3,429 $284K
Curi Capital, LLC 0.00% No change 3,400 $280K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% — 3,351 $276K
Cypress Capital Group 0.03% No change 3,321 $274K
Jones Financial Companies LLLP 0.00% Add +347.4% 3,315 $273K
Obsidian Cio, LLC 0.40% New 3,270 $270K
WPG Advisers, LLC 0.20% Add +4.7% 3,249 $268K
High Probability Advisors, LLC 0.04% New 3,240 $267K
Castle Wealth Management LLC 0.09% No change 3,222 $266K
Aire Advisors, LLC 0.05% No change 3,208 $265K
Carroll Advisory Group, LLC 0.11% — 3,191 $263K
New Republic Capital, LLC 0.07% New 3,186 $263K
Flagship Wealth Advisors, LLC 0.08% No change 3,139 $259K
Opes Wealth Management LLC 0.04% No change 3,124 $258K
Earned Wealth Advisors, LLC 0.02% Add +2.7% 3,113 $257K
Venturi Wealth Management, LLC 0.01% Reduce -0.1% 3,101 $256K
Wealthcare Advisory Partners LLC 0.01% New 3,076 $254K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -42.3% 3,069 $253K
Insight Advisors, LLC/ PA 0.04% No change 3,000 $247K
Mather Group, Llc. 0.00% Add +41.4% 2,992 $247K
Harfst & Associates, Inc. 0.04% No change 2,975 $245K
GTS Securities LLC 0.01% Reduce -55.3% 2,964 $244K
Qube Research & Technologies Ltd 0.00% Add +574.6% 2,948 $243K
Fairman Group, LLC 0.19% Reduce -1.1% 2,906 $240K
Maseco LLP 0.01% Reduce -13.8% 2,903 $239K
Lakeshore Capital Group, Inc. 0.19% Add +1.9% 2,902 $239K
FSA Advisors, Inc. 0.17% New 122,901 $238K
SMART Wealth LLC 0.07% Add +10.0% 2,867 $236K
Caprock Group, LLC 0.01% No change 2,861 $236K
Facet Wealth, Inc. 0.00% Add +3.7% 2,704 $236K
Golden State Wealth Management, LLC 0.02% No change 2,826 $233K
Waverly Advisors, LLC 0.00% Add +7.3% 2,823 $233K
Ethos Financial Group, LLC 0.02% No change 2,780 $229K
Accredited Investor Services, LLC 0.15% Reduce -0.3% 2,756 $227K
Quadrant Capital Group LLC 0.01% New 2,716 $224K
Sovereign Financial Group, Inc. 0.04% New 2,689 $222K
Colter Lewis Investment Partners LLC 0.25% — 2,648 $218K
LifeWealth Investments, LLC 0.07% Add +0.1% 2,620 $216K
Founders Financial Alliance, LLC 0.04% Reduce -1.3% 2,607 $215K
Bond & Devick Financial Network, Inc. 0.06% No change 2,604 $215K
Investment Advisory Group, LLC 0.05% New 2,559 $211K
West Wealth Group, LLC 0.04% Add +1.4% 2,543 $210K
Summit Trail Advisors, LLC 0.00% No change 2,526 $208K
Amplius Wealth Advisors, LLC 0.02% New 2,521 $208K
Compass Ion Advisors, LLC 0.02% New 2,448 $202K
QRG Capital Management, Inc. 0.00% New 2,427 $200K
Crewe Advisors LLC 0.02% No change 2,327 $192K
Integrity Financial Corp 0.09% New 2,256 $186K
Private Trust Co. NA 0.01% Reduce -1.6% 1,951 $161K
DV Trading LLC 0.01% — 1,800 $148K
Trust Co 0.01% Reduce -33.1% 1,768 $146K
CoreCap Advisors, LLC 0.01% Reduce -42.6% 1,733 $143K
First PREMIER Bank 0.03% No change 1,716 $142K
AlphaCore Capital LLC 0.00% No change 1,664 $137K
Walsh & Associates, LLC 0.13% — 1,610 $133K
Allspring Global Investments Holdings, LLC 0.00% No change 1,569 $132K
Brown Brothers Harriman & Co. 0.00% Add +346.1% 1,548 $128K
Caldwell Trust Co 0.01% No change 1,547 $128K
Hilton Head Capital Partners, LLC 0.07% — 1,478 $122K
Franklin Resources Inc. 0.00% New 1,419 $117K
Russell Investments Group, Ltd. 0.00% Reduce -22.6% 1,372 $113K
Capital Advisors, Ltd. LLC 0.01% Add +22.7% 3,430 $113K
Portfolio Resources Advisor Group, Inc. 0.11% — 1,337 $110K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,240 $102K
Nemes Rush Group LLC 0.01% No change 1,204 $99K
CIBC Private Wealth Group LLC 0.00% Reduce -74.3% 1,183 $98K
Cape Investment Advisory, Inc. 0.03% Reduce -3.6% 1,177 $97K
Turim 21 Investimentos Ltda. 0.04% No change 1,133 $93K
Security National Bank 0.01% No change 976 $81K
Archer Investment Corp 0.02% Add +13.9% 972 $80K
Signaturefd, LLC 0.00% No change 900 $74K
Halbert Hargrove Global Advisors, LLC 0.00% No change 852 $70K
Creative Financial Designs Inc. 0.00% Reduce -13.6% 831 $69K
Avion Wealth 0.01% No change 835 $68K
HHM Wealth Advisors, LLC 0.01% No change 785 $65K
Ancora Advisors LLC 0.00% Add +80.4% 689 $57K
Geneos Wealth Management Inc. 0.00% Reduce -37.7% 665 $55K
Capital Investment Advisory Services, LLC 0.00% Add +29.2% 659 $54K
Ameriflex Group, Inc. 0.03% Reduce -37.1% 626 $52K
Harbor Asset Planning, Inc. 0.04% Add +1.9% 603 $50K
Arax Advisory Partners 0.00% New 582 $48K
Fiduciary Advisors, Inc. 0.03% New 522 $43K
Cetera Trust Company, N.A 0.02% New 517 $43K
Paladin Advisory Group, LLC 0.03% No change 511 $42K
Glassy Mountain Advisors, Inc. 0.01% No change 508 $42K
Legacy Wealth Managment, LLC 0.02% Add +7.4% 462 $38K
CX Institutional 0.00% New 463 $38K
MidFirst Bank 0.00% — 397 $33K
N.E.W. Advisory Services LLC 0.00% Reduce -7.3% 392 $32K
Armor Investment Advisors, LLC 0.01% Reduce -53.1% 379 $31K
Hazlett, Burt & Watson, Inc. 0.01% Add +156.0% 384 $31K
Murphy & Mullick Capital Management Corp 0.02% New 368 $30K
Deane Retirement Strategies, Inc. 0.01% Add +26.5% 344 $28K
Root Financial Partners, LLC 0.00% Reduce -32.7% 341 $28K
Hantz Financial Services, Inc. 0.00% Add +24.9% 341 $28K
Blue Trust, Inc. 0.00% Reduce -47.6% 336 $28K
Center for Financial Planning, Inc. 0.00% No change 323 $27K
YANKCOM Partnership 0.01% No change 307 $25K
Silver Oak Securities, Incorporated 0.00% Add +226.4% 284 $24K
McGuire Capital Advisors Inc. 0.01% — 283 $23K
Westside Investment Management, Inc. 0.00% No change 260 $21K
High Note Wealth, LLC 0.00% No change 255 $21K
Rothschild Investment LLC 0.00% No change 248 $20K
Financial Gravity Asset Management, Inc. 0.00% No change 241 $20K
Clearstead Advisors, LLC 0.00% New 235 $19K
Investors Research Corp 0.00% No change 200 $16K
Lanark Financial, Inc. 0.00% New 188 $16K
Legacy Bridge, LLC 0.01% No change 187 $15K
Godfrey Financial Associates, Inc. 0.01% — 170 $14K
Flagship Harbor Advisors, LLC 0.00% New 170 $14K
Pinnacle Wealth Planning Services, Inc. 0.00% New 168 $14K
Turning Point Benefit Group, Inc. 0.01% Reduce -94.9% 145 $12K
Glen Eagle Advisors, LLC 0.00% No change 143 $12K
EverSource Wealth Advisors, LLC 0.00% No change 141 $12K
GHP Investment Advisors, Inc. 0.00% Add +46.1% 133 $11K
Gilpin Wealth Management, LLC 0.01% — 99 $8K
North Star Investment Management Corp. 0.00% No change 85 $7K
American National Bank & Trust 0.00% Reduce -97.4% 72 $6K
Harbor Investment Advisory, LLC 0.00% New 71 $6K
Bellevue Asset Management, LLC 0.00% Add +1.5% 67 $6K
Dunhill Financial, LLC 0.00% Reduce -4.5% 64 $5K
Eastern Bank 0.00% New 58 $5K
Elevated Capital Advisors, LLC 0.00% New 40 $3K
Abound Wealth Management 0.00% No change 38 $3K
Key Capital Management, INC 0.00% — 36 $3K
Tucker Asset Management LLC 0.00% New 36 $3K
Anfield Capital Management, LLC 0.00% No change 33 $3K
Olistico Wealth, LLC 0.00% New 30 $2K
Godsey & Gibb, Inc. 0.00% New 21 $2K
Tompkins Financial Corp. 0.00% No change 21 $2K
MV Capital Management, Inc. 0.00% New 19 $2K
Trust Co. of Vermont 0.00% No change 19 $2K
Exchange Traded Concepts, LLC 0.00% No change 19 $2K
Cornerstone Planning Group LLC 0.00% New 16 $1K
Copia Wealth Management 0.00% No change 9 $742
Westfuller Advisors, LLC 0.00% No change 9 $742
Evermay Wealth Management LLC 0.00% No change 5 $413
International Assets Investment Management, LLC 0.00% New 3 $256
Delos Wealth Advisors, LLC 0.00% No change 2 $165
Morling Financial Advisors, LLC 0.00% No change 1 $65
TD Private Client Wealth LLC 0.00% No change 1 $37

"% 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.