iShares Core MSCI Dev MKTSIDEVETF

13F holders, Q2 2026 (June 30)
744holders +32
80new positions
46sold out
5famous investors
$89.04avg. 13F price*

At the end of Q2 2026, 744 institutions reported holding iShares Core MSCI Dev MKTS (IDEV) in their 13F filings, up 32 from Q1 2026. 80 opened new positions and 46 sold out. The largest holders were Bank of America Corp. ($4.6B), BlackRock, Inc. ($2.4B) and Creative Planning ($1.7B). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jeremy Grantham (0.0% of GMO'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions80$370.7M
Exits46$23.2M

All 13F filers, Q1 2026 → Q2 2026: 19,615,278 shares bought and 8,690,087 shares sold, net +10,925,191 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 744 holders

Bank of America Corp. 0.30% Add +4.5% 51,849,271 $4.6B
BlackRock, Inc. 0.04% Add +8.5% 27,205,486 $2.4B
Creative Planning 0.98% Reduce -1.8% 18,754,418 $1.7B
PNC Financial Services Group, Inc. 0.82% Add +12.8% 18,680,588 $1.7B
Morgan Stanley 0.07% Add +6.3% 14,125,260 $1.3B
Sei Investments Co. 1.02% Add +4.4% 12,986,639 $1.2B
Ameriprise Financial Inc. 0.23% Reduce -2.9% 12,759,885 $1.1B
Bank of Korea 25.79% Reduce -19.6% 11,259,397 $1.0B
Cerity Partners LLC 0.69% Add +16.8% 6,375,948 $567.5M
Envestnet Asset Management Inc. 0.12% Add +0.6% 5,733,645 $510.4M
Citigroup Inc. 0.21% Reduce -10.1% 4,999,266 $445.0M
JPMorgan Chase & Co. 0.03% Add +4.0% 4,813,450 $427.1M
Focus Partners Advisor Solutions, LLC 3.02% Add +5.9% 4,004,183 $356.4M
Focus Partners Wealth 0.34% Add +5.6% 3,721,879 $331.3M
Horizon Investments, LLC 3.54% Reduce -10.8% 3,627,322 $322.9M
Savant Capital, LLC 0.92% Add +6.2% 3,499,288 $311.7M
Bank of Finland 19.05% Add +1.5% 3,302,434 $293.9M
Cetera Investment Advisers 0.27% Add +6.0% 3,295,103 $293.3M
Alesco Advisors, LLC, An ESL Co 6.29% Reduce -0.1% 3,082,892 $274.4M
Jupiter Topco LLC 0.10% — 2,758,894 $245.6M
Auto-Owners Insurance Co 4.85% Reduce -7.2% 2,412,000 $214.7M
Bessemer Group Inc. 0.28% Reduce -17.3% 2,283,070 $203.2M
MCF Advisors LLC 7.09% Add +37.1% 2,228,297 $198.3M
Raymond James Financial Inc. 0.05% Add +3.4% 2,088,837 $185.9M
LPL Financial LLC 0.04% Add +12.5% 2,064,106 $183.7M
First Command Advisory Services, Inc. 0.99% Add +11.9% 1,867,431 $166.2M
UBS Group AG 0.03% Reduce -2.7% 1,767,038 $157.3M
Clearstead Advisors, LLC 1.39% Reduce -46.0% 1,648,519 $146.7M
Assetmark, Inc. 0.25% Reduce -4.3% 1,640,074 $146.0M
Glenmede Trust Co. NA 0.63% Add +23361.2% 1,604,510 $142.8M
Stratos Wealth Partners, LTD. 1.41% Add +6.8% 1,563,907 $139.2M
Jane Street Group, LLC 0.09% New 1,502,478 $133.7M
TFC Financial Management, Inc. 13.59% Add +0.4% 1,377,805 $122.6M
Capital Asset Advisory Services LLC 4.15% Reduce -0.9% 1,286,823 $114.5M
Axxcess Wealth Management, LLC 1.82% New 1,282,419 $114.1M
Empowered Funds, LLC 0.60% Reduce -1.1% 1,275,964 $113.6M
Nixon Peabody Trust Co. 6.97% Add +1.5% 1,106,955 $98.5M
Beacon Pointe Advisors, LLC 0.41% Reduce -23.5% 979,686 $87.2M
Main Management ETF Advisors, LLC 2.62% Add +4.9% 971,458 $86.5M
Mariner, LLC 0.09% Add +0.9% 946,087 $84.2M
Royal Bank of Canada 0.01% Add +2.3% 919,494 $81.8M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -28.8% 830,678 $73.9M
Foster Group, Inc. 1.87% Add +1.8% 789,394 $70.3M
Wealthspire Retirement, LLC 3.82% Add +1.9% 777,307 $69.7M
HighTower Advisors, LLC 0.06% Add +5.0% 690,319 $61.4M
Captrust Financial Advisors 0.09% Reduce -1.0% 672,551 $59.9M
Wells Fargo & Company 0.01% Add +1.7% 665,118 $59.2M
Northern Trust Corp. 0.01% Add +0.5% 664,418 $59.1M
Riversedge Advisors, LLC 7.82% Add +5.3% 661,655 $58.9M
Commonwealth Equity Services, LLC 0.07% Add +3.5% 661,030 $58.8M
Starr Indemnity & Liability Co 14.31% No change 606,060 $53.9M
Amarillo National Bank 8.60% Add +0.2% 602,848 $53.7M
Arrow Financial Corp 4.52% Add +1.7% 567,490 $50.5M
ESL Trust Services, LLC 8.57% No change 564,751 $50.3M
Cornerstone Wealth Group, LLC 2.96% Add +7.0% 559,664 $49.8M
Principal Securities, Inc. 0.58% Add +8.1% 536,680 $47.8M
FMR LLC 0.00% Add +5.4% 515,938 $45.9M
Rock Creek Group LLC 4.60% Reduce -15.2% 513,785 $45.7M
Osaic Holdings, Inc. 0.05% Add +21.9% 493,443 $43.9M
Standpoint Asset Management, LLC 8.82% Add +4.1% 472,600 $42.1M
New England Asset Management Inc. 4.74% Add +0.9% 445,140 $39.6M
Stockman Wealth Management, Inc. 4.04% Reduce -1.8% 438,997 $39.1M
Veery Capital, LLC 10.37% Add +3.5% 433,737 $38.6M
Hi-Line Capital Management, LLC 10.50% Add +6.0% 419,487 $37.3M
AAF Wealth Management, LLC 13.42% Reduce -0.3% 408,779 $36.4M
DDFG, Inc 7.15% Reduce -4.7% 404,354 $36.0M
Prudent Investors Network, Inc. 6.91% Add +8.1% 400,802 $35.7M
Cambridge Associates LLC /Ma/ 0.50% Add +61.4% 388,432 $34.6M
Cambridge Investment Research Advisors, Inc. 0.08% Add +4.3% 387,981 $34.5M
C V Starr & Co. Inc. 18.00% No change 378,787 $33.7M
Signature Estate & Investment Advisors LLC 0.60% Reduce -23.4% 374,293 $33.3M
Conrad Siegel Investment Advisors, Inc. 5.32% New 367,270 $32.7M
World Investment Advisors 0.51% Reduce -0.0% 366,579 $30.6M
BSW Wealth Partners 3.33% Reduce -1.6% 336,665 $30.0M
Sterling Capital Management LLC 0.49% Reduce -9.3% 325,273 $29.0M
MBL Wealth, LLC 1.90% Add +3.9% 312,873 $27.8M
Fortitude Family Office, LLC 5.32% Add +10.1% 306,418 $27.3M
Crestwood Advisors Group, LLC 0.40% Add +8.0% 302,361 $26.9M
Nearwater Capital Markets, Ltd 0.46% New 300,000 $26.7M
Modern Wealth Management, LLC 0.32% Add +26.2% 298,584 $26.6M
Retirement Management Systems Inc. 5.29% Add +8.3% 290,113 $25.8M
Kondo Wealth Advisors, Inc. 8.60% Add +4.2% 288,994 $25.7M
Coldstream Capital Management Inc. 0.32% Reduce -2.4% 288,552 $25.7M
Sanctuary Advisors, LLC 0.12% Add +73.5% 285,883 $25.4M
Founders Financial Securities LLC 1.30% Reduce -9.3% 284,074 $25.3M
AdvisorNet Financial, Inc 1.13% Add +7.0% 277,046 $24.7M
Aerodigm Wealth, LLC 8.26% Add +2.6% 274,303 $24.4M
Mueller Wealth, LLC 16.40% Add +11.5% 270,659 $24.1M
AE Wealth Management LLC 0.11% Reduce -6.3% 268,737 $23.9M
Allegiance Financial Group Advisory Services LLC 4.12% Add +9.4% 267,531 $23.8M
ABLE Financial Group, LLC 3.95% Add +17.4% 264,255 $23.5M
Financial Advisors Network, Inc. 2.84% Add +5.6% 259,897 $23.1M
Northwest Wealth Management, LLC 3.03% Add +5.6% 258,286 $23.0M
Convergence Financial, LLC 1.80% Add +98.8% 253,880 $22.6M
First National Bank Sioux Falls 6.02% No change 247,915 $22.0M
Sovereign Investment Advisors, LLC 4.09% Add +53.6% 245,035 $21.8M
Columbus Macro, LLC 2.10% Add +1.3% 242,353 $21.6M
Vision Capital Management, Inc. 2.42% Reduce -1.2% 238,266 $21.2M
Kestra Advisory Services, LLC 0.07% Add +12.8% 237,146 $21.1M
Ausdal Financial Partners, Inc. 0.83% Add +7.0% 236,893 $21.1M
Securian Asset Management, Inc. 0.74% Reduce -2.1% 231,229 $20.6M
Global Strategic Investment Solutions, LLC 1.81% Add +1.1% 227,080 $20.2M
Relyea Zuckerberg Hanson LLC 1.64% Add +3.9% 221,366 $19.7M
Truist Financial Corp. 0.02% Reduce -2.0% 213,098 $19.0M
Vestmark Advisory Solutions, Inc. 0.18% Add +2.9% 212,751 $18.9M
Missouri Trust & Investment Co 4.92% Add +6.9% 199,952 $18.1M
Squire Investment Management Company, LLC 4.32% Add +5.4% 201,400 $17.9M
&partners 0.07% Add +2.7% 197,866 $17.6M
Crane Advisory, LLC 2.48% Add +8.1% 193,146 $17.3M
Equitable Holdings, Inc. 0.10% Add +15.4% 193,001 $17.2M
Peirce Capital Management, LLC 6.20% Add +6.4% 189,919 $16.9M
Integrated Wealth Concepts LLC 0.11% Reduce -13.3% 188,992 $16.8M
Citizens Financial Group Inc. 0.20% Add +4.7% 183,269 $16.3M
Aspirean Wealth, LLC 14.85% Reduce -3.3% 179,490 $16.0M
Aurdan Capital Management, LLC 3.97% New 175,969 $15.7M
Accelerate Investment Advisors LLC 8.87% Reduce -1.0% 173,530 $15.4M
FDx Advisors, Inc. 4.61% Reduce -3.9% 171,645 $15.3M
Oak Root LLC 1.68% Reduce -22.7% 171,318 $15.2M
Courier Capital LLC 0.76% Add +4.6% 171,049 $15.2M
CarsonAllaria Wealth Management, Ltd. 6.49% Add +6.5% 168,393 $15.0M
Friday Financial 4.00% Add +14.1% 167,276 $15.0M
Wealthquest Corp 0.93% Add +9.2% 166,308 $14.8M
Orion Porfolio Solutions, LLC 0.11% Reduce -11.3% 166,147 $14.8M
GW&K Investment Management, LLC 0.11% Add +5.7% 163,313 $14.5M
Merit Financial Group, LLC 0.09% Add +25.4% 162,670 $14.5M
Heritage Investment Group, Inc. 1.94% Add +2.6% 162,064 $14.4M
Steward Partners Investment Advisory, LLC 0.07% Add +2.0% 160,305 $14.3M
Baltimore-Washington Financial Advisors, Inc. 0.52% Add +5.0% 154,642 $13.8M
Solstein Capital, LLC 4.63% Add +77.2% 151,954 $13.5M
Alliance Private Wealth, LLC 4.69% Reduce -1.4% 151,550 $13.5M
True North Advisors, LLC 1.24% Reduce -1.3% 146,012 $13.0M
Cerity Partners OCIO LLC 0.65% Reduce -21.6% 143,247 $12.8M
Tenzing Financial LLC 8.72% Add +0.6% 140,394 $12.7M
Family Wealth Partners, LLC 3.89% Add +3.6% 142,445 $12.7M
Premier Path Wealth Partners, LLC 1.44% Add +43.7% 141,161 $12.6M
Cape Cod Five Cents Savings Bank 1.02% — 140,588 $12.5M
LTS Liquid Investments LLC 6.53% Add +76.3% 137,075 $12.2M
Klaas Financial Asset Advisors, LLC 1.51% Reduce -2.5% 135,939 $12.1M
Green Ridge Wealth Planning LLC 5.05% Add +10.3% 134,874 $12.0M
Brady Martz Wealth Solutions, LLC 1.80% Add +4.5% 134,086 $11.9M
Allworth Financial LP 0.05% Reduce -4.3% 132,087 $11.8M
Peterson Wealth Advisors, LLC 1.37% Add +0.8% 130,185 $11.6M
Financial Management, Inc. 9.44% Add +7.9% 129,318 $11.5M
Sagespring Wealth Partners, LLC 0.18% Reduce -2.6% 128,897 $11.5M
Brown Wealth Management, LLC 2.56% Add +10.5% 128,558 $11.4M
Prism Planning Partners LLC 12.03% Add +3.3% 127,728 $11.4M
Kestra Private Wealth Services, LLC 0.12% Add +79.3% 126,402 $11.3M
Integrity Alliance, Llc. 0.35% Add +5.0% 125,381 $11.2M
Global Retirement Partners, LLC 0.17% — 125,113 $11.1M
Range Advisory, LLC 1.32% Add +29.5% 124,419 $11.1M
JGP Wealth Management, LLC 0.98% Add +6.6% 122,942 $10.9M
Leavell Investment Management, Inc. 0.40% Add +10.8% 122,934 $10.9M
Stifel Financial Corp. 0.01% Reduce -0.5% 120,841 $10.8M
Norris Perne & French LLP 0.45% Add +0.5% 119,639 $10.6M
Wealth Enhancement Advisory Services, LLC 0.02% Add +4.9% 118,333 $10.6M
Great Valley Advisor Group, Inc. 0.17% Add +13.8% 117,827 $10.5M
Nova R Wealth, Inc. 3.04% Add +2.9% 117,014 $10.4M
National Wealth Management Group, LLC 3.21% Add +46.4% 116,723 $10.4M
Aspiriant, LLC 0.26% Add +5.0% 116,285 $10.4M
Causey Wealth LLC 3.86% Add +1.7% 110,998 $9.9M
Legacy Private Trust Co. 0.55% Reduce -2.1% 110,211 $9.8M
Steele Capital Management, Inc. 0.36% Reduce -2.0% 109,178 $9.7M
AQR Capital Management 0.00% Add +23.8% 106,593 $9.5M
Kaufman Rossin Wealth, LLC 4.36% Add +14.1% 103,095 $9.2M
Nolet Wealth Management, LLC 4.96% Add +169.7% 100,895 $9.0M
Elevation Point Wealth Partners, LLC 0.16% Reduce -2.2% 99,366 $8.8M
MBA Advisors LLC 3.00% Add +3.6% 98,981 $8.8M
Kingsview Wealth Management, LLC 0.11% New 98,449 $8.8M
Simplicity Wealth,LLC 0.29% Reduce -5.3% 97,096 $8.6M
Resonant Capital Advisors, LLC 0.41% Add +3.8% 96,323 $8.6M
Wedmont Private Capital 0.24% Add +2.1% 95,637 $8.6M
O'shaughnessy Asset Management, LLC 0.04% Add +144.4% 95,404 $8.5M
NewEdge Advisors, LLC 0.03% Add +41.2% 94,723 $8.4M
OMNI 360 Wealth, Inc. 3.86% Reduce -5.8% 93,948 $8.4M
Beckerman Institutional, LLC 3.87% Reduce -0.6% 91,459 $8.1M
PW Advisors, LLC \ FL 5.43% Add +6.1% 91,347 $8.1M
Summit Wealth Partners, LLC 1.16% Add +12.2% 91,321 $8.1M
Perigon Wealth Management, LLC 0.13% Reduce -1.3% 89,352 $8.0M
David J Yvars Group 3.76% Add +0.5% 85,913 $7.6M
Higgins & Schmidt Wealth Strategies LLC 3.15% Reduce -0.7% 85,711 $7.6M
Patriot Investment Management Group, Inc. 0.44% Reduce -3.5% 85,238 $7.6M
Alps Advisors Inc. 0.04% No change 84,580 $7.5M
Dravo Bay LLC 2.56% Add +2.6% 83,023 $7.4M
Old National Bancorp 0.15% Add +0.7% 82,655 $7.4M
Eight 31 Financial, LLC 4.35% Add +2.7% 82,237 $7.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -40.8% 80,503 $7.2M
Compass Wealth Management, LLC 2.85% Add +6.6% 80,187 $7.1M
CogentBlue Wealth Advisors, LLC 4.08% Reduce -3.6% 80,021 $7.1M
Goldman Sachs Group Inc. 0.00% Add +305.7% 80,004 $7.1M
Kickstand Ventures, Llc. 1.27% Reduce -3.4% 78,323 $7.0M
Cantor Fitzgerald Investment Advisors L.P. 0.47% Reduce -2.4% 78,178 $7.0M
Red Wave Investments LLC 1.72% Reduce -0.2% 76,232 $6.8M
Bank of New York Mellon Corp 0.00% Reduce -4.3% 75,431 $6.7M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -6.1% 74,064 $6.6M
HMV Wealth Advisors, LLC 2.55% Add +8.9% 73,605 $6.6M
HBE Wealth Management, LLC 4.69% Add +33.2% 73,346 $6.5M
Midwest Trust Co 0.07% Add +0.0% 73,282 $6.5M
IHT Wealth Management, LLC 0.14% Reduce -3.3% 71,875 $6.4M
Equity Wealth Partners, LLC 2.20% Add +228.8% 68,749 $6.1M
Tanager Wealth Management LLP 0.53% Add +1.1% 68,555 $6.1M
Spire Wealth Management 0.18% Reduce -5.3% 67,293 $6.0M
Flow Traders U.S. LLC 0.25% Add +62.7% 67,025 $6.0M
Tranquilli Financial Advisor LLC 3.14% Reduce -4.4% 65,649 $5.8M
MJT & Associates Financial Advisory Group, Inc. 3.86% Add +4.1% 65,560 $5.8M
R. W. Roge & Company, Inc. 2.43% Reduce -0.1% 64,329 $5.7M
Elevate Wealth Advisory, Inc. 3.27% Reduce -2.8% 64,235 $5.7M
Atria Investments, Inc 0.06% Reduce -0.7% 64,228 $5.7M
Rockefeller Capital Management L.P. 0.01% Add +14.8% 63,678 $5.7M
Cosner Financial Group, LLC 2.85% Add +2.0% 62,365 $5.6M
Brown Advisory Inc. 0.01% Add +39.9% 61,938 $5.5M
Mgo One Seven LLC 0.09% Add +43.5% 61,904 $5.5M
Asset Dedication, LLC 0.34% Add +2.9% 60,580 $5.4M
Gladstone Institutional Advisory LLC 0.17% Add +1.5% 60,328 $5.4M
Allstreet Capital Advisors LLC 3.47% Add +2.4% 59,987 $5.3M
Baird Financial Group, Inc. 0.01% Add +1.4% 56,753 $5.1M
Arbor Investment Advisors, LLC 0.56% Add +0.2% 55,529 $4.9M
Cloud Capital Management, LLC 1.80% Add +5.4% 55,518 $4.9M
CreativeOne Wealth, LLC 0.11% Reduce -10.5% 55,246 $4.9M
Cascade Financial Partners, LLC 0.43% Reduce -0.5% 55,144 $4.9M
Arsenal Capital Advisors LLC 2.74% Add +11.2% 52,146 $4.6M
Inman Jager Wealth Management, LLC 2.43% Add +3.2% 51,361 $4.6M
Concurrent Investment Advisors, LLC 0.04% Add +556.5% 50,536 $4.5M
OpenArc Corporate Advisory, LLC 0.05% Add +1.9% 50,154 $4.5M
MML Investors Services, LLC 0.01% Add +44.7% 49,609 $4.4M
FF Advisors,LLC 1.64% No change 49,324 $4.4M
Granite Bay Wealth Management, LLC 0.40% Add +3.0% 49,110 $4.4M
Sigma Planning Corp 0.11% Add +10.1% 48,052 $4.3M
Probity Advisors, Inc. 0.61% Reduce -1.7% 48,002 $4.3M
Prosperity Consulting Group, LLC 0.15% Add +3.8% 45,361 $4.0M
Advus Financial Partners, LLC 0.92% Reduce -0.8% 45,306 $4.0M
Claris Advisors, LLC / Mo / 1.05% Add +7.8% 45,171 $4.0M
Strid Group, LLC 0.44% Add +0.6% 44,094 $3.9M
Diversify Advisory Services, LLC 0.07% Add +1498.7% 43,707 $3.9M
Diversify Wealth Management, LLC 0.07% Reduce -6.3% 43,707 $3.9M
Janney Montgomery Scott LLC 0.01% New 43,786 $3.9M
Cresset Asset Management, LLC 0.01% Add +3.0% 41,222 $3.7M
Cordant, Inc. 1.29% Reduce -2.2% 40,317 $3.6M
Summit Financial, LLC 0.04% Add +6.1% 40,114 $3.6M
Greenspring Advisors, LLC 0.20% Reduce -2.1% 40,086 $3.6M
Harbour Investments, Inc. 0.05% Add +9.3% 39,522 $3.5M
Lakeridge Wealth Management LLC 1.28% Add +5.0% 39,228 $3.5M
Defined Wealth Management, LLC 1.80% Reduce -0.3% 39,194 $3.5M
RHS Financial, LLC 1.40% Add +55.0% 38,877 $3.5M
OneAscent Financial Services LLC 0.16% Add +6.6% 38,730 $3.4M
Jackson Thornton Wealth Management, LLC 0.27% Add +6.6% 38,717 $3.4M
United Capital Financial Advisors, LLC 0.02% Reduce -0.9% 38,688 $3.4M
Unconventional Investor, LLC 1.38% Add +1.5% 37,387 $3.3M
Centennial Bank 1.06% New 37,015 $3.3M
Resolute Advisors LLC 0.78% Add +1.5% 36,603 $3.3M
Park Avenue Securities LLC 0.02% New 36,283 $3.2M
IFP Advisors, Inc 0.06% Add +2.5% 36,077 $3.2M
Noble Wealth Partners LLC 2.75% — 35,557 $3.2M
Rwa Wealth Partners, LLC 0.03% Add +1.1% 34,998 $3.1M
Fifth Third Bancorp 0.01% Reduce -14.9% 34,857 $3.1M
Corient Private Wealth LP 0.00% Reduce -9.4% 34,593 $3.1M
Csenge Advisory Group 0.12% Add +7.7% 34,487 $3.1M
D.A. Davidson & Co. 0.02% Reduce -1.9% 34,481 $3.1M
Belleair Asset Management, LLC 2.57% Add +0.2% 34,297 $3.1M
Tenet Wealth Partners, LLC 2.26% — 34,046 $3.0M
J.W. Cole Advisors, Inc. 0.05% Reduce -1.8% 33,810 $3.0M
Lido Advisors, LLC 0.01% Add +5.9% 33,803 $3.0M
Gateway Wealth Partners, LLC 0.18% Reduce -61.8% 33,745 $3.0M
Rossby Financial, LCC 0.54% Add +5.7% 33,401 $3.0M
United Advisor Group, LLC 0.31% Add +20.4% 33,336 $3.0M
Snowden Capital Advisors LLC 0.07% No change 32,958 $2.9M
Karras Company, Inc. 2.66% Add +22.7% 32,916 $2.9M
Beam Wealth Advisors, Inc. 0.64% Add +5.3% 32,705 $2.9M
Towne Trust Company, N.A 0.87% Add +10.8% 32,249 $2.9M
Advisory Services Network, LLC 0.03% Add +5.4% 31,819 $2.8M
Hilltop Wealth Advisors, LLC 1.41% Reduce -2.0% 31,677 $2.8M
Rf&l Wealth Management, LLC 1.87% Reduce 0.0% 31,106 $2.8M
Lauterbach Financial Advisors, LLC 1.18% Reduce -0.9% 30,933 $2.8M
Argent Trust Co 0.08% Add +11.3% 30,858 $2.7M
Farther Finance Advisors, LLC 0.02% Add +16.6% 30,777 $2.7M
B&D White Capital Company, LLC 0.27% No change 30,765 $2.7M
Hoge Financial Services, LLC 1.29% Add +0.3% 30,199 $2.7M
Stephens Inc. 0.03% Add +0.1% 29,825 $2.7M
Purkiss Capital Advisors LLC 1.00% Reduce -1.7% 29,544 $2.6M
Franklin Resources Inc. 0.00% Add +4.9% 29,524 $2.6M
Dorsey & Whitney Trust CO LLC 0.13% Reduce -0.1% 29,354 $2.6M
Mercer Global Advisors Inc. 0.00% Add +11.4% 29,086 $2.6M
Dopkins Wealth Management, LLC 0.92% Add +1.4% 28,468 $2.5M
Savvy Advisors, Inc. 0.05% Reduce -0.4% 28,217 $2.5M
Cassady Wealth & Retirement Planning, LLC 1.15% Reduce -1.4% 27,899 $2.5M
Compass Capital Corp. /Ma/ 0.80% Add +210.7% 26,338 $2.5M
Diversified Enterprises, LLC 0.12% Reduce -2.0% 27,453 $2.4M
Principal Financial Group Inc. 0.00% Reduce -68.4% 26,898 $2.4M
FC Advisory LLC 0.62% Reduce -4.6% 26,340 $2.3M
FWG Investments, LLC. 1.23% Reduce -6.8% 26,154 $2.3M
Chicago Capital, LLC 0.06% Add +10.2% 25,744 $2.3M
Summit Wealth Group LLC / Co. 0.19% Add +16.2% 25,717 $2.3M
Sequoia Financial Advisors, LLC 0.01% Add +112.2% 25,581 $2.3M
Bienville Capital Management, LLC 0.33% New 25,475 $2.3M
Ehrlich Financial Group 1.16% Reduce -2.8% 25,349 $2.3M
C M Bidwell & Associates Ltd. 0.92% Add +71.5% 25,182 $2.2M
Capital Analysts, LLC 0.05% Add +5.4% 24,800 $2.2M
Smith, Moore & Co. 0.14% No change 24,179 $2.2M
Quantinno Capital Management LP 0.00% Add +13.1% 23,851 $2.1M
Prepared Retirement Institute LLC 0.90% New 23,779 $2.1M
Kera Capital Partners, Inc. 0.20% Add +1.1% 23,574 $2.1M
United Financial Planning Group LLC 1.06% Add +1.3% 23,377 $2.1M
Ironwood Wealth Management, LLC. 0.45% Add +75.7% 22,853 $2.0M
CGN Advisors LLC 0.15% Add +1.3% 22,789 $2.0M
K2 Financial Inc. 1.42% Add +2.7% 22,310 $2.0M
Vertex Planning Partners, LLC 0.30% Reduce -72.2% 22,516 $2.0M
Atwater Malick LLC 0.43% New 22,314 $2.0M
Robertson Stephens Wealth Management, LLC 0.05% Reduce -5.1% 21,929 $2.0M
Retirement Planning Group, LLC 0.05% Reduce -15.1% 21,802 $1.9M
Sigma Investment Counselors Inc. 0.09% Reduce -0.1% 21,341 $1.9M
Compound Planning, Inc. 0.05% Reduce -1.6% 21,309 $1.9M
E&G Advisors, LLC 0.37% Add +1.4% 21,274 $1.9M
Mann Financial Group, Inc. 1.57% Add +42.2% 21,107 $1.9M
Sage Mountain Advisors LLC 0.11% No change 20,686 $1.8M
Level Four Advisory Services, LLC 0.05% Add +4.3% 20,545 $1.8M
Apollon Wealth Management, LLC 0.02% New 20,455 $1.8M
Sanchez Gaunt Capital Management, LLC 1.01% Reduce -2.1% 20,235 $1.8M
BXM Wealth LLC 0.97% Reduce -1.6% 20,100 $1.8M
Baker Tilly Wealth Management, LLC 0.38% Add +0.2% 19,774 $1.8M
Rede Wealth, LLC 0.57% Add +13.9% 19,364 $1.7M
Financial Synergies Wealth Advisors, Inc. 0.14% Add +0.7% 19,161 $1.7M
Strategic Financial Planning, Inc. 0.89% Add +393.4% 19,065 $1.7M
Apella Capital, LLC 0.02% Add +0.7% 18,833 $1.7M
Betterment LLC 0.00% Add +26.4% 18,790 $1.7M
TD Waterhouse Canada Inc. 0.00% Add +3.0% 18,516 $1.6M
Evensky & Katz LLC 0.08% Reduce -4.7% 17,996 $1.6M
F&V Capital Management, LLC 0.29% No change 17,920 $1.6M
Stewardship Advisors, LLC 0.33% Add +3.7% 17,800 $1.6M
Cerity Partners Retirement Plan Advisors LLC 0.66% New 17,698 $1.6M
Neuberger Berman Group LLC 0.00% No change 17,685 $1.6M
Indivisible Partners 0.09% Reduce -4.0% 17,490 $1.6M
Aptus Capital Advisors, LLC 0.01% Add +6.7% 17,380 $1.5M
Blue Trust, Inc. 0.02% Reduce -0.5% 17,263 $1.5M
LifePlan Investment Advisors, Inc. 0.52% Reduce -7.4% 17,124 $1.5M
Wealthspire Advisors, LLC 0.01% Add +72.9% 16,948 $1.5M
SageView Advisory Group, LLC 0.05% Reduce -4.0% 16,925 $1.5M
Arista Wealth Management, LLC 0.16% Reduce -19.4% 16,767 $1.5M
Brookstone Capital Management 0.01% Add +13.4% 15,830 $1.4M
Natixis Advisors, LLC 0.00% Reduce -3.4% 15,833 $1.4M
Jones Financial Companies LLLP 0.00% Add +42.5% 15,940 $1.4M
Verum Partners LLC 0.21% Reduce -2.1% 15,533 $1.4M
Heritage Trust Co 0.12% Reduce -0.4% 15,477 $1.4M
Interchange Capital Partners, LLC 0.26% New 15,370 $1.4M
Kingdom Financial Group LLC. 0.35% Reduce -8.1% 15,350 $1.4M
Independent Wealth Network Inc. 0.34% Add +20.8% 15,114 $1.3M
Oxford Financial Group, LTD. LLC 0.07% No change 15,000 $1.3M
Chicago Partners Investment Group LLC 0.03% Reduce -1.7% 15,031 $1.3M
Arkadios Wealth Advisors 0.02% Reduce -1.7% 14,922 $1.3M
Empire Financial Management Company, LLC 0.53% Add +25.4% 14,899 $1.3M
Gotham Asset Management 0.00% No change 14,885 $1.3M
Thrivent Financial for Lutherans 0.00% Add +24.1% 14,677 $1.3M
Howard Bailey Securities, LLC 0.49% Reduce -14.0% 14,663 $1.3M
Tribridge Partners Financial LLC 0.49% No change 14,021 $1.3M
Chapman Financial Group, LLC 0.83% No change 13,989 $1.2M
Angeles Wealth Management, LLC 0.06% No change 13,983 $1.2M
Larson Financial Group LLC 0.03% New 13,854 $1.2M
New England Private Wealth Advisors LLC 0.12% Add +1.3% 13,804 $1.2M
Moneta Group Investment Advisors LLC 0.01% Add +0.1% 13,745 $1.2M
Visionary Wealth Advisors 0.05% Add +10.8% 13,633 $1.2M
Keb Asset Management, LLC 0.20% No change 13,630 $1.2M
GMO 0.00% Add +116.8% 13,521 $1.2M
Tranquility Partners, LLC 0.41% Add +1.2% 13,344 $1.2M
Veltria Advisors Corp. 3.60% No change 13,182 $1.2M
Tudor Financial Inc. 0.53% Reduce -1.4% 13,127 $1.2M
Ascent Group, LLC 0.03% Reduce -14.6% 13,095 $1.2M
Parallel Advisors, LLC 0.02% Add +1.0% 12,993 $1.2M
B. Riley Wealth Advisors, Inc. 0.06% Add +24.8% 12,865 $1.1M
Stevens Capital Partners 0.21% Reduce -33.3% 12,694 $1.1M
Gainplan LLC 0.44% Add +6.3% 12,461 $1.1M
Vise Technologies, Inc. 0.01% Add +53.8% 12,367 $1.1M
Lloyd Advisory Services, LLC. 0.42% Reduce -26.3% 12,312 $1.1M
Eastern Bank 0.02% Add +3577.8% 12,284 $1.1M
Traveka Wealth, LLC 0.36% No change 12,238 $1.1M
G2 Capital Management, LLC / Oh 0.24% Reduce -15.6% 12,125 $1.1M
Tactive Advisors, LLC 0.26% Add +1.9% 11,812 $1.1M
MAI Capital Management 0.00% Add +2.0% 11,762 $1.0M
Accurate Wealth Management, LLC 0.10% Reduce -10.2% 11,574 $1.0M
EP Wealth Advisors, LLC 0.00% Add +34.8% 11,627 $1.0M
Kirtland Hills Capital Management, LLC 0.29% No change 11,615 $1.0M
Ieq Capital, LLC 0.00% Add +2.5% 11,550 $1.0M
Valpey Financial Services, LLC 0.61% Add +4.4% 11,523 $1.0M
Heck Capital Advisors, LLC 0.06% Add +13.6% 11,395 $1.0M
Ameritas Advisory Services, LLC 0.02% Reduce -89.5% 11,364 $1.0M
Cogent Private Wealth, Inc. 0.63% No change 11,352 $1.0M
US Bancorp \de 0.00% Reduce -18.6% 11,335 $1.0M
Graney & King, LLC 0.36% Add +1.5% 11,288 $1.0M
Cahill Financial Advisors Inc. 0.10% Reduce -2.7% 11,276 $1.0M
Meridian Wealth Management, LLC 0.03% Add +52.7% 11,199 $997K
Berman McAleer LLC 0.12% Reduce -4.2% 11,180 $995K
HB Wealth Management, LLC 0.01% Add +11.4% 11,150 $993K
Vistica Wealth Advisors, LLC 0.85% Reduce -1.0% 11,063 $985K
Okabena Investment Services Inc. 0.18% No change 11,059 $984K
Harbor Investment Advisory, LLC 0.07% Reduce -0.7% 11,010 $980K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Reduce -32.6% 10,972 $977K
Greykasell Wealth Strategies, Inc. 0.35% No change 10,945 $974K
Choreo, LLC 0.01% Reduce -0.3% 10,897 $970K
Citadel Advisors 0.00% Reduce -18.9% 10,828 $964K
Squarepoint Ops LLC 0.00% Reduce -64.8% 10,704 $953K
StoneX Group Inc. 0.04% Add +21.3% 10,684 $950K
Legacy Wealth Partners, LLC 0.21% Add +0.9% 10,572 $941K
Nicholas Hoffman & Company, LLC. 0.02% Add +1.4% 10,547 $939K
Fiduciary Wealth Partners, LLC 0.51% No change 10,455 $931K
OneDigital Investment Advisors LLC 0.01% Add +64.5% 10,369 $923K
LexAurum Advisors, LLC 0.11% Add +13.5% 10,314 $918K
Acropolis Investment Management, LLC 0.04% New 10,188 $907K
First Horizon Corp. 0.03% Add +0.3% 10,039 $894K
Stratos Investment Management, LLC 0.03% Reduce -9.9% 10,026 $892K
Rossmore Private Capital 0.07% No change 10,018 $892K
Twelve Points Wealth Management LLC 0.18% Reduce -10.0% 10,010 $891K
Synergy Investment Management, LLC 0.21% New 9,809 $872K
JFS Wealth Advisors, LLC 0.04% Reduce -3.0% 9,783 $871K
Wealthfront Advisers LLC 0.00% Add +159.7% 9,657 $860K
Portside Wealth Group, LLC 0.10% Add +166.7% 9,650 $859K
Matisse Capital 0.34% No change 9,632 $857K
Osborne Partners Capital Management, LLC 0.05% No change 9,620 $856K
Atlanta Consulting Group Advisors, LLC 0.13% Add +11.3% 9,497 $845K
Strathmore Capital Advisors, Inc. 0.23% Reduce -22.3% 9,446 $845K
PFG Advisors 0.04% Reduce -4.3% 9,460 $842K
Manuka Financial, LLC 0.44% No change 9,447 $841K
Tennessee Valley Asset Management Partners 0.09% Add +0.1% 9,359 $833K
Berger Financial Group, Inc 0.04% No change 9,350 $832K
J. Team Financial, Inc. 0.78% Add +13.5% 9,070 $807K
E-Wealth Partners, LLC 0.58% Reduce -8.8% 9,049 $805K
NewEdge Wealth, LLC 0.01% Add +26.9% 8,846 $787K
Discipline Wealth Solutions, LLC 0.07% Reduce -1.4% 8,844 $787K
UMB Bank, n.a. 0.01% Add +9.5% 8,789 $782K
Turtle Creek Wealth Advisors, LLC 0.04% New 8,750 $778K
Ballast Rock Private Wealth LLC 0.36% Add +0.0% 8,692 $774K
Ritholtz Wealth Management 0.01% Add +0.0% 8,579 $764K
Bonfire Financial 0.48% Add +7.0% 8,477 $754K
Avantax Planning Partners, Inc. 0.02% No change 8,414 $749K
Bryn Mawr Trust Advisors, LLC 0.03% New 8,364 $744K
Private Advisor Group, LLC 0.00% Reduce -85.0% 8,239 $733K
Parkwoods Wealth Partners, LLC 0.12% Reduce -0.4% 8,216 $731K
Valmark Advisers, Inc. 0.01% Add +36.4% 8,133 $724K
Clarity Capital Advisors, LLC 0.30% Add +1.2% 8,112 $722K
TFB Advisors LLC 0.32% Reduce -2.1% 8,091 $720K
Colton Groome Financial Advisors, LLC 0.17% Reduce -11.2% 8,069 $718K
Verus Wealth Management, LLC 0.58% No change 7,960 $709K
GeoWealth Management, LLC 0.02% Reduce -0.2% 7,857 $699K
Mutual Advisors, LLC 0.01% Add +1.6% 7,851 $699K
Lexington Hill Partners, LLC 0.34% Add +1.5% 7,835 $697K
Quest 10 Wealth Builders, Inc. 0.54% Reduce -6.9% 7,781 $693K
Sound Income Strategies, LLC 0.03% Add +25.7% 7,766 $691K
Rockwood Wealth Management, LLC 0.04% No change 7,703 $686K
James J. Burns & Company, LLC 0.07% No change 7,560 $673K
Up Strategic Wealth Investment Advisors LLC 0.40% No change 7,276 $672K
Regimen Wealth, LLC 0.18% Add +2.0% 7,519 $669K
Financial Engines Advisors L.L.C. 0.00% Reduce -1.2% 7,506 $668K
Elyxium Wealth, LLC 0.07% Add +0.2% 7,487 $666K
Blair William & Co. 0.00% Reduce -0.2% 7,417 $660K
Brighton Jones LLC 0.01% Add +0.2% 7,393 $658K
Mayflower Financial Advisors, LLC 0.06% Add +0.8% 7,289 $649K
Corrado Advisors, LLC 0.30% Add +0.3% 7,256 $646K
Nuveen, LLC 0.00% New 7,251 $645K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -0.6% 7,166 $638K
Forte Asset Management LLC 0.26% No change 7,125 $634K
Camelot Technology Advisors, Inc. 0.43% No change 7,120 $634K
Davidson Investment Advisors 0.03% Reduce -29.3% 7,118 $634K
Everhart Financial Group, Inc. 0.04% Add +1.1% 7,048 $627K
Connors Investor Services Inc. 0.05% No change 6,940 $618K
Networth Advisors, LLC 0.36% Reduce -4.7% 6,924 $616K
Valley Wealth Managers, Inc. 0.04% Add +0.5% 6,869 $611K
AlphaStar Capital Management, LLC 0.04% New 6,865 $611K
Sapient Capital LLC 0.01% No change 6,841 $609K
Westmount Partners, LLC 0.13% New 6,827 $608K
Kavar Capital Partners Group, LLC 0.07% No change 6,784 $604K
Klingman & Associates, LLC 0.03% No change 6,749 $601K
One Day In July LLC 0.04% Add +12.9% 6,632 $590K
Prospera Financial Services Inc 0.01% Add +2.9% 6,524 $581K
Cogent Strategic Wealth LLC 0.55% Add +1.7% 6,499 $579K
Strategies Wealth Advisors, LLC 0.05% Reduce -28.1% 6,488 $578K
Williams & Novak, LLC 0.38% No change 6,450 $574K
Cannell & Spears LLC 0.01% No change 6,295 $560K
SIMA Wealth Partners, LLC 0.40% Reduce -1.6% 6,288 $560K
Tounjian Advisory Partners, LLC 0.24% New 6,283 $559K
Joel Isaacson & Co., LLC 0.02% Add +64.2% 6,217 $553K
Altiora Financial Group, LLC 0.09% Reduce -0.1% 6,173 $549K
Investor's Fiduciary Advisor Network, LLC 0.19% New 6,163 $548K
SVB Wealth LLC 0.03% Add +0.0% 6,143 $547K
IFG Advisors, LLC 0.07% Add +0.8% 6,112 $544K
XTX Topco Ltd 0.01% New 6,070 $540K
Thayer Financial, L.L.C. 0.49% No change 6,037 $537K
Aureus Asset Management, LLC 0.03% Reduce -24.3% 5,984 $533K
Mogy Joel R Investment Counsel Inc. 0.03% New 5,965 $531K
Lynx Investment Advisory 0.17% Reduce -1.2% 5,923 $527K
First Trust Advisors LP 0.00% New 5,920 $527K
Wealthcare Advisory Partners LLC 0.01% Reduce -19.0% 5,904 $526K
Nations Financial Group Inc, /Ia/ 0.03% No change 5,872 $523K
Foundations Investment Advisors, LLC 0.01% Add +11.9% 5,844 $520K
Glass Jacobson Investment Advisors llc 0.16% Add +0.0% 5,827 $519K
Continuum Advisory, LLC 0.04% Reduce -0.3% 5,787 $515K
Endowment Wealth Management, Inc. 0.20% Add +0.5% 5,786 $515K
Laurel Oak Wealth Management, LLC 0.07% Reduce -7.1% 5,761 $513K
Tannin Capital LLC 0.34% Add +44.0% 5,758 $513K
SFG Wealth Management, LLC. 0.18% Reduce -11.2% 5,718 $509K
Balanced Rock Investment Advisors LLC 0.31% Reduce -14.3% 5,638 $502K
Merited Wealth, LLC 0.35% Reduce -2.6% 5,624 $501K
AlphaCore Capital LLC 0.01% Add +233.7% 5,553 $494K
FAS Wealth Partners, Inc. 0.03% Add +1.5% 5,512 $491K
Choate Investment Advisors 0.01% No change 5,494 $489K
City State Bank 0.11% No change 5,362 $477K
Baker Avenue Asset Management, LP 0.01% No change 5,344 $476K
Diversified Trust Co. 0.01% Reduce -3.0% 5,335 $475K
Opulen Financial Group LLC 0.30% Add +1.5% 5,289 $471K
Capstone Wealth Management, LLC 0.22% Reduce -0.2% 5,284 $470K
Arcadia Wealth Management, LLC 0.15% Reduce -1.9% 5,264 $469K
Keybank National Association 0.00% Reduce -9.6% 5,236 $466K
Marble Harbor Investment Counsel, LLC 0.05% New 5,184 $461K
CENTRAL TRUST Co 0.01% Reduce -1.3% 5,146 $458K
Balefire, LLC 0.07% Reduce -8.4% 5,121 $456K
Clark Capital Management Group, Inc. 0.00% Add +9.0% 5,052 $450K
Brandywine Oak Private Wealth LLC 0.03% Reduce -0.1% 5,028 $448K
B.O.S.S. Retirement Advisors, LLC 0.12% Add +4.1% 4,965 $442K
North Star Asset Management Inc. 0.02% Add +4.6% 4,941 $440K
Barnes Dennig Private Wealth Management LLC 0.35% Add +4.7% 4,885 $435K
Alteri Wealth LLC 0.12% Reduce -0.0% 4,808 $428K
Bensler, LLC 0.04% Reduce -0.6% 4,776 $425K
Beaumont Financial Advisors, LLC 0.03% No change 4,700 $418K
DV Trading LLC 0.03% New 4,688 $417K
Curi Capital, LLC 0.01% No change 4,645 $413K
Prime Capital Investment Advisors, LLC 0.00% Add +0.1% 4,620 $411K
Independent Financial Group, LLC 0.01% Reduce -52.5% 4,602 $410K
Brown Brothers Harriman & Co. 0.00% Add +455.6% 4,539 $404K
Maripau Wealth Management LLC 0.14% Add +16.4% 4,525 $403K
Mascoma Wealth Management LLC 0.07% Reduce -11.5% 4,464 $397K
Winter & Associates, Inc. 0.29% Reduce -27.7% 4,384 $390K
Schrum Private Wealth Management LLC 0.39% Reduce -21.1% 5,653 $384K
Venturi Wealth Management, LLC 0.01% No change 4,317 $384K
Watershed Private Wealth LLC 0.11% No change 4,300 $383K
Montgomery Financial Services LLC 0.33% — 4,276 $381K
HSBC Holdings PLC 0.00% No change 4,256 $379K
WMG Financial Advisors, LLC 0.14% Reduce -2.0% 4,249 $378K
Commerce Bank 0.00% Add +9.9% 4,245 $378K
Sowell Financial Services LLC 0.01% Reduce -1.2% 4,237 $377K
Second Line Capital, LLC 0.07% Add +1.5% 4,195 $373K
Magnolia Capital Advisors LLC 0.06% Reduce -2.1% 4,113 $366K
Tortoise Investment Management, LLC 0.03% Add +36.7% 4,100 $365K
NorthLanding Financial Partners, LLC 0.25% Add +0.1% 4,091 $364K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +31.8% 4,045 $360K
Silver Grove Financial Group, Inc. 0.19% Add +4.0% 4,000 $356K
Bell Investment Advisors, Inc 0.05% Add +0.9% 3,937 $350K
Storgate, LLC 0.07% New 3,936 $350K
Western Wealth Management, LLC 0.01% Reduce -5.3% 3,902 $347K
Modera Wealth Management, LLC 0.00% Reduce -1.5% 3,900 $347K
Fairvoy Private Wealth, LLC 0.07% No change 3,887 $346K
Silverlake Wealth Management LLC 0.07% Reduce -11.2% 3,867 $344K
Syon Capital LLC 0.01% Add +1.5% 3,846 $342K
Whittier Trust Co. 0.00% Add +1.3% 3,767 $341K
Colter Lewis Investment Partners LLC 0.15% No change 3,818 $340K
Cypress Financial Planning LLC 0.08% New 3,815 $340K
Commerce Advisors, LLC 0.18% Reduce -8.1% 3,764 $335K
Hohimer Wealth Management, LLC 0.03% Add +0.2% 3,752 $334K
Charis Legacy Partners, LLC 0.41% No change 3,710 $330K
Petra Financial Advisors Inc. 0.15% New 3,702 $330K
Fermata Advisors, LLC 0.07% Reduce -10.8% 3,699 $329K
Fisher Asset Management 0.00% New 3,685 $328K
Greenleaf Trust 0.00% New 3,660 $326K
Secure Asset Management, LLC 0.05% Add +1.5% 3,657 $326K
Uptick Partners, LLC 0.05% New 3,653 $325K
Cyndeo Wealth Partners, LLC 0.02% New 3,646 $325K
Riverbend Wealth Management, LLC 0.16% Add +1.1% 3,634 $323K
BAM Wealth Management, LLC 0.20% Reduce -0.8% 3,607 $321K
Cary Street Partners Financial LLC 0.01% Reduce -1.6% 3,585 $319K
EJMK Ventures LLC 0.14% Reduce -25.9% 3,562 $317K
Nicholas Wealth, LLC. 0.17% Add +38.7% 3,519 $313K
Ethic Inc. 0.00% New 3,493 $311K
Evercore Wealth Management, LLC 0.00% No change 3,491 $311K
Proficio Capital Partners LLC 0.01% New 3,475 $309K
Shared Vision Wealth Group LLC 0.11% New 3,442 $306K
WPG Advisers, LLC 0.18% Add +5.2% 3,360 $299K
New Republic Capital, LLC 0.07% Add +4.7% 3,334 $297K
Castle Wealth Management LLC 0.09% No change 3,222 $287K
Forteris Wealth Management Inc. 0.23% Reduce -3.4% 3,220 $287K
Aire Advisors, LLC 0.05% No change 3,208 $286K
Kingswood Wealth Advisors, LLC 0.01% Add +0.2% 3,184 $283K
Slagle Financial, LLC 0.08% Reduce -14.8% 3,164 $282K
Investment Advisory Group, LLC 0.06% Add +0.0% 3,154 $281K
Ethos Financial Group, LLC 0.02% Add +8.8% 3,150 $280K
Flagship Wealth Advisors, LLC 0.06% Reduce -36.4% 3,139 $279K
Bridges Investment Management Inc. 0.00% Add +12.9% 3,077 $274K
Epiq Partners, LLC 0.12% No change 3,065 $273K
Fiduciary Alliance LLC 0.02% Reduce -0.3% 3,006 $268K
Founders Financial Alliance, LLC 0.04% Add +1.1% 3,000 $267K
Mather Group, Llc. 0.00% No change 2,992 $266K
Bond & Devick Financial Network, Inc. 0.07% No change 2,975 $265K
Fairman Group, LLC 0.21% Add +1.5% 2,950 $263K
Lakeshore Capital Group, Inc. 0.19% Reduce -1.4% 2,860 $255K
Ameriflex Group, Inc. 0.10% Add +281.1% 2,835 $252K
Capital Advisors, Ltd. LLC 0.03% Add +0.6% 2,835 $252K
Golden State Wealth Management, LLC 0.02% Add +0.1% 2,828 $252K
Allie Family Office LLC 0.09% New 2,800 $249K
Sovereign Financial Group, Inc. 0.04% Add +1.3% 2,792 $249K
Quadrant Capital Group LLC 0.01% Add +1.5% 2,757 $245K
Harfst & Associates, Inc. 0.04% Reduce -8.4% 2,725 $243K
Cypress Capital Group 0.02% New 2,722 $242K
Fort Point Capital Partners LLC 0.03% Reduce -4.6% 2,714 $242K
Coastal Bridge Advisors, LLC 0.01% Reduce -7.2% 2,708 $241K
Insight Advisors, LLC/ PA 0.04% Reduce -6.9% 2,700 $240K
PFG Investments, LLC 0.01% Add +4.2% 2,659 $237K
Accredited Investor Services, LLC 0.13% No change 2,646 $236K
Waverly Advisors, LLC 0.00% No change 2,610 $232K
RFG Advisory, LLC 0.00% New 2,603 $232K
HUB Investment Partners, LLC 0.00% New 2,562 $228K
HHM Wealth Advisors, LLC 0.02% Add +169.6% 2,534 $226K
Values Added Financial LLC 0.08% Reduce -8.4% 2,527 $225K
Summit Wealth Group, LLC 0.05% Reduce -16.4% 2,508 $223K
SMART Wealth LLC 0.05% Reduce -26.6% 2,495 $222K
Compass Ion Advisors, LLC 0.02% Add +1.5% 2,484 $221K
Kachkovsky & Fisher, Inc. 0.21% — 2,476 $220K
FSA Advisors, Inc. 0.10% Reduce -4.3% 2,468 $219K
Facet Wealth, Inc. 0.00% Reduce -34.3% 2,436 $217K
Penobscot Investment Management Company, Inc. 0.01% New 2,434 $217K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -10.7% 2,409 $214K
Wedbush Securities Inc. 0.01% Reduce -41.3% 2,401 $214K
Advisory Solutions Group, LLC 0.07% — 2,369 $211K
Capstone Wealth Management, Inc. 0.16% New 2,374 $210K
Henrickson Nauta Wealth Advisors, Inc. 0.05% New 2,360 $210K
Ridgecrest Wealth Partners, LLC 0.10% New 2,356 $210K
Maia Wealth LLC 0.03% New 2,339 $208K
Crewe Advisors LLC 0.01% No change 2,327 $207K
Maseco LLP 0.01% Reduce -7.3% 2,315 $206K
Asio Capital, LLC 0.03% New 2,300 $205K
CIBC Bancorp USA Inc. 0.00% New 2,291 $204K
BostonPremier Wealth LLC 0.09% New 2,273 $202K
CWA Asset Management Group, LLC 0.01% New 2,270 $202K
Accel Wealth Management 0.05% New 2,264 $202K
Integrity Financial Corp 0.10% New 2,256 $201K
Hazlett, Burt & Watson, Inc. 0.05% Add +268.9% 2,276 $200K
3 Factor Indexing, LLC 0.17% No change 2,220 $198K
Bank of Montreal 0.00% Reduce -70.8% 2,201 $196K
Smartleaf Asset Management LLC 0.01% No change 2,188 $194K
Ancora Advisors LLC 0.00% Add +0.5% 2,057 $183K
SHP Wealth Management 0.01% New 2,008 $179K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +59.0% 1,972 $175K
Cullen/Frost Bankers, Inc. 0.00% New 1,962 $175K
CoreCap Advisors, LLC 0.01% Reduce -1.9% 1,914 $170K
Vanguard Advisers Inc. 0.00% Add +6.8% 1,845 $164K
Trust Co 0.01% No change 1,768 $157K
Farmers & Merchants Investments Inc. 0.00% Reduce -5.1% 1,767 $157K
Physician Wealth Advisors, Inc. 0.02% New 1,735 $154K
Private Trust Co. NA 0.01% Reduce -6.4% 1,651 $147K
Walsh & Associates, LLC 0.12% Add +4.7% 1,602 $143K
Ashton Thomas Private Wealth, LLC 0.00% Reduce -7.5% 1,592 $142K
Allspring Global Investments Holdings, LLC 0.00% No change 1,569 $141K
First PREMIER Bank 0.02% Reduce -9.8% 1,547 $138K
Caldwell Trust Co 0.01% No change 1,547 $138K
Peterson Wealth Management 0.06% Add +1.5% 1,388 $124K
IFG Advisory, LLC 0.00% Add +48.9% 1,355 $121K
Portfolio Resources Advisor Group, Inc. 0.10% No change 1,337 $119K
Lanark Financial, Inc. 0.01% Add +1.8% 1,288 $115K
Nemes Rush Group LLC 0.01% Add +1.5% 1,222 $109K
Westside Investment Management, Inc. 0.01% No change 1,210 $108K
Hilton Head Capital Partners, LLC 0.05% Reduce -18.6% 1,203 $107K
Cape Investment Advisory, Inc. 0.03% New 1,169 $104K
Godfrey Financial Associates, Inc. 0.08% Add +86.1% 1,161 $103K
Turim 21 Investimentos Ltda. 0.02% No change 1,133 $101K
Archer Investment Corp 0.02% Add +0.5% 1,042 $93K
Signaturefd, LLC 0.00% Reduce -0.3% 1,039 $92K
Security National Bank 0.01% No change 976 $87K
National Bank of Canada 0.00% No change 930 $83K
Napier Financial, LLC 0.02% No change 908 $81K
Arax Advisory Partners 0.00% Reduce -72.0% 896 $80K
Halbert Hargrove Global Advisors, LLC 0.00% No change 852 $76K
Avion Wealth 0.01% No change 835 $74K
Creative Financial Designs Inc. 0.00% No change 831 $74K
Country Trust Bank 0.00% New 732 $65K
Brooklyn FI, LLC 0.01% New 664 $60K
Geneos Wealth Management Inc. 0.00% Reduce -0.5% 665 $59K
Russell Investments Group, Ltd. 0.00% Reduce -47.9% 661 $59K
Capital Investment Advisory Services, LLC 0.00% No change 628 $56K
Harbor Asset Planning, Inc. 0.04% Add +1.5% 612 $54K
Fiduciary Advisors, Inc. 0.03% No change 522 $46K
Cetera Trust Company, N.A 0.02% No change 517 $46K
Paladin Advisory Group, LLC 0.03% No change 511 $45K
CX Institutional 0.00% No change 463 $41K
Main Street Group, LTD 0.01% No change 437 $39K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +11.1% 399 $36K
Creative Capital Management Investments LLC 0.01% No change 381 $34K
West Paces Advisors Inc. 0.01% New 381 $34K
Armor Investment Advisors, LLC 0.01% No change 379 $34K
Evolution Wealth Management Inc. 0.02% New 365 $32K
IMA Advisory Services, Inc. 0.00% New 364 $32K
International Assets Investment Management, LLC 0.00% New 358 $32K
Raleigh Capital Management Inc. 0.01% New 352 $31K
N.E.W. Advisory Services LLC 0.00% Reduce -12.8% 342 $30K
Center for Financial Planning, Inc. 0.00% No change 323 $29K
Clark Wealth Partners 0.02% New 320 $28K
YANKCOM Partnership 0.01% No change 307 $27K
GHP Investment Advisors, Inc. 0.00% Add +4.5% 302 $27K
Rothschild Investment LLC 0.00% Add +18.9% 295 $26K
SYM FINANCIAL Corp 0.00% New 292 $26K
McGuire Capital Advisors Inc. 0.01% No change 283 $25K
Reyes Financial Architecture, Inc. 0.01% Reduce -25.9% 260 $23K
High Note Wealth, LLC 0.00% No change 255 $23K
Financial Gravity Companies, Inc. 0.00% — 241 $21K
Compass Financial Management LLC 0.00% — 233 $21K
Institute for Wealth Management, LLC. 0.00% New 203 $18K
Investors Research Corp 0.00% No change 200 $18K
Legacy Bridge, LLC 0.01% No change 187 $17K
Parkside Financial Bank & Trust 0.00% No change 186 $17K
Hantz Financial Services, Inc. 0.00% No change 180 $16K
Trust Co. of Vermont 0.00% — 167 $15K
Strive Financial Group ,LLC 0.01% New 164 $15K
Glen Eagle Advisors, LLC 0.00% No change 143 $13K
SJS Investment Consulting Inc. 0.00% No change 142 $13K
EverSource Wealth Advisors, LLC 0.00% No change 138 $12K
SBI Securities Co., Ltd. 0.00% Add +129.1% 126 $11K
Murphy & Mullick Capital Management Corp 0.01% Reduce -67.2% 110 $10K
Buck Wealth Strategies, LLC 0.00% New 108 $10K
Wellington-Altus USA Inc. 0.01% Reduce -45.0% 110 $9K
Gilpin Wealth Management, LLC 0.01% No change 99 $9K
St Germain D J Co. Inc. 0.00% Reduce -29.2% 97 $9K
Fiduciary Financial Advisors 0.00% New 95 $8K
North Star Investment Management Corp. 0.00% No change 85 $8K
Key Capital Management, INC 0.00% Add +80.5% 74 $7K
American National Bank & Trust 0.00% No change 72 $6K
Bellevue Asset Management, LLC 0.00% Add +1.5% 68 $6K
Signature Resources Capital Management, LLC 0.00% No change 66 $6K
Dunhill Financial, LLC 0.00% No change 64 $6K
Principia Wealth Advisory, LLC 0.00% New 61 $5K
Bogart Wealth, LLC 0.00% New 55 $5K
Salem Investment Counselors Inc. 0.00% No change 55 $5K
Downshift Financial, LLC 0.00% New 53 $5K
Elevated Capital Advisors, LLC 0.00% No change 40 $4K
Abound Wealth Management 0.00% Reduce -5.0% 38 $3K
Olistico Wealth, LLC 0.00% No change 30 $3K
Deane Retirement Strategies, Inc. 0.00% No change 25 $2K
Cornerstone Planning Group LLC 0.00% Add +50.0% 24 $2K
MV Capital Management, Inc. 0.00% No change 19 $2K
NFSG Corp 0.00% No change 16 $1K
Ascentis Independent Advisors 0.00% New 13 $1K
Copia Wealth Management 0.00% No change 9 $801
Providence Capital Advisors, LLC 0.00% No change 8 $713
MPWM Advisory Solutions, LLC 0.00% No change 7 $632
Spurstone Advisory Services, LLC 0.01% New 7 $620
Westfuller Advisors, LLC 0.00% No change 6 $534
Oakworth Capital, Inc. 0.00% New 6 $532
Evermay Wealth Management LLC 0.00% Reduce -82.8% 5 $446
Delos Wealth Advisors, LLC 0.00% No change 2 $179
Tower Research Capital LLC (TRC) 0.00% New 1 $89
Qube Research & Technologies Ltd 0.00% No change 1 $89
LifeSteps Financial, Inc. 0.00% New 1 $89
Morling Financial Advisors, LLC 0.00% No change 1 $70
TD Private Client Wealth LLC 0.00% No change 1 $40

"% 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.