iShares International SelectIDVETF

13F holders, Q2 2026 (June 30)
631holders +23
53new positions
28sold out
3famous investors
$41.43avg. 13F price*

At the end of Q2 2026, 631 institutions reported holding iShares International Select (IDV) in their 13F filings, up 23 from Q1 2026. 53 opened new positions and 28 sold out. The largest holders were Bank of America Corp. ($600.8M), Morgan Stanley ($353.8M) and Wells Fargo & Company ($232.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
iShares International Select
CUSIP
464288448
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 439Q1 2024Q2 2024: 430Q2 2024Q3 2024: 445Q3 2024Q4 2024: 457Q4 2024Q1 2025: 454Q1 2025Q2 2025: 511Q2 2025Q3 2025: 518Q3 2025Q4 2025: 580Q4 2025Q1 2026: 608Q1 2026Q2 2026: 631Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions53$43.9M
Exits28$11.7M

All 13F filers, Q1 2026 → Q2 2026: 7,830,616 shares bought and 11,560,967 shares sold, net −3,730,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 631 holders

Bank of America Corp. 0.04% Add +1.4% 14,500,643 $600.8M
Morgan Stanley 0.02% Reduce -4.8% 8,538,854 $353.8M
Wells Fargo & Company 0.04% Add +5.5% 5,612,695 $232.5M
Envestnet Asset Management Inc. 0.04% Add +1.9% 4,526,887 $187.5M
Mercer Global Advisors Inc. 0.21% Add +3.8% 4,022,070 $166.6M
Ameriprise Financial Inc. 0.03% Reduce -1.0% 4,020,717 $166.0M
UBS Group AG 0.03% Add +3.3% 3,849,528 $159.5M
LPL Financial LLC 0.03% Add +10.3% 3,678,911 $152.4M
Bank of New York Mellon Corp 0.02% Reduce -0.7% 2,851,073 $118.1M
Royal Bank of Canada 0.02% Add +1.4% 2,485,729 $103.0M
US Bancorp \de 0.10% Add +3.3% 2,195,127 $90.9M
Raymond James Financial Inc. 0.02% Add +3.4% 1,804,394 $74.8M
Cetera Investment Advisers 0.06% Add +10.4% 1,605,145 $66.5M
HighTower Advisors, LLC 0.06% Add +3.5% 1,438,419 $59.6M
Commonwealth Equity Services, LLC 0.07% Add +14.1% 1,300,427 $53.9M
Northwestern Mutual Wealth Management Co. 0.03% Add +8.3% 1,297,636 $53.8M
FUKOKU MUTUAL LIFE INSURANCE Co 2.97% No change 1,232,000 $51.0M
Alliancebernstein L.P. 0.02% Add +3.6% 1,153,819 $49.1M
Jane Street Group, LLC 0.03% Add +56.9% 1,159,929 $48.1M
JPMorgan Chase & Co. 0.00% Add +0.3% 1,115,302 $46.3M
Scotia Capital Inc. 0.16% Reduce -0.8% 1,041,433 $43.1M
Stifel Financial Corp. 0.04% Add +4.3% 1,032,039 $42.8M
GDS Wealth Management 1.90% Add +3.5% 965,473 $40.0M
Focus Partners Wealth 0.04% Add +2.7% 958,642 $39.7M
Arkadios Wealth Advisors 0.58% Add +12.3% 906,801 $37.6M
Susquehanna International Group, LLP 0.03% Add +354.9% 900,814 $37.3M
One Capital Management, LLC 0.98% No change 828,851 $35.3M
Orion Porfolio Solutions, LLC 0.26% Reduce -3.7% 810,468 $33.6M
Mariner, LLC 0.03% Reduce -1.4% 798,132 $33.1M
GHP Investment Advisors, Inc. 1.19% Add +2.5% 778,589 $32.3M
PNC Financial Services Group, Inc. 0.02% Add +10.6% 758,329 $31.4M
Jones Financial Companies LLLP 0.01% Add +48.1% 735,821 $30.4M
Horizon Investments, LLC 0.33% Add +2424860.0% 727,488 $30.1M
Osaic Holdings, Inc. 0.04% Add +15.3% 721,547 $29.9M
Regions Financial Corp. 0.16% Add +3.1% 650,724 $27.0M
Janney Montgomery Scott LLC 0.05% Add +22.3% 562,136 $23.3M
Berkshire Money Management, Inc. 2.09% Add +4.5% 551,300 $22.8M
Securian Asset Management, Inc. 0.77% No change 500,000 $21.5M
TD Private Client Wealth LLC 0.38% Add +6.0% 502,117 $20.8M
&partners 0.09% Add +6.6% 499,347 $20.7M
Assetmark, Inc. 0.04% Reduce -19.6% 492,388 $20.4M
Parallel Advisors, LLC 0.30% Reduce -0.0% 475,963 $19.7M
Rockefeller Capital Management L.P. 0.03% Add +8.9% 426,275 $17.7M
AdvisorNet Financial, Inc 0.80% Add +0.5% 421,282 $17.5M
Baird Financial Group, Inc. 0.02% Reduce -0.4% 383,370 $15.9M
Eagle Bluffs Wealth Management LLC 5.21% Add +3.0% 376,612 $15.6M
Destination Wealth Management 0.36% Reduce -0.1% 373,763 $15.5M
Sigma Planning Corp 0.39% Add +1.1% 368,931 $15.3M
Disciplined Investors, L.L.C. 7.11% Add +13.2% 343,245 $14.2M
Kestra Advisory Services, LLC 0.04% Add +5.7% 335,922 $13.9M
Chicago Wealth Management, Inc. 4.89% Add +2.3% 332,842 $13.8M
Citadel Advisors 0.01% Add +1.8% 330,235 $13.7M
Fifth Third Bancorp 0.02% Add +5.4% 327,533 $13.6M
Truist Financial Corp. 0.02% Add +3.8% 322,886 $13.4M
Meeder Advisory Services, Inc. 0.49% Reduce -6.4% 322,516 $13.4M
National Bank of Canada 0.01% Reduce -9.7% 297,112 $12.3M
FAS Wealth Partners, Inc. 0.64% Add +15.0% 294,324 $12.2M
Linscomb Wealth, Inc. 0.51% Reduce -4.5% 285,702 $11.8M
Johnson & White Wealth Management, LLC 4.39% Add +3.7% 283,503 $11.7M
Bangor Savings Bank 0.86% Reduce -5.5% 283,010 $11.7M
Steward Partners Investment Advisory, LLC 0.06% Reduce -2.6% 279,758 $11.6M
Equitable Holdings, Inc. 0.07% Reduce -10.5% 276,976 $11.5M
Cowa, LLC 3.09% Reduce -0.8% 275,470 $11.4M
Lido Advisors, LLC 0.04% Reduce -3.8% 274,269 $11.4M
Hennion & Walsh Asset Management, Inc. 0.32% Reduce -5.8% 272,907 $11.3M
Integrated Wealth Concepts LLC 0.07% Add +172.8% 264,299 $10.9M
Capital Advisors Wealth Management, LLC 1.29% Add +8.5% 264,035 $10.9M
Basso Capital Management, L.P. 2.65% New 259,436 $10.7M
Franklin Resources Inc. 0.00% Add +1.8% 254,849 $10.6M
NewEdge Advisors, LLC 0.03% Add +18.3% 245,488 $10.2M
Enclave Advisors LLC 1.30% Add +36.4% 241,193 $10.0M
Qube Research & Technologies Ltd 0.01% Add +6683.6% 239,934 $9.9M
Outlook Wealth Advisors, LLC 2.14% Add +1.9% 239,217 $9.9M
Goldman Sachs Group Inc. 0.00% Add +7.5% 232,403 $9.6M
URS Advisory LLC 5.29% Add +14.6% 229,438 $9.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.5% 213,805 $8.9M
Gallagher Fiduciary Advisors, LLC 0.29% Reduce -97.7% 213,736 $8.9M
Thrivent Financial for Lutherans 0.01% Add +116.9% 207,061 $8.6M
CX Institutional 0.24% Add +2.7% 201,194 $8.3M
Forte Asset Management LLC 3.32% Add +1.7% 196,265 $8.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -10.1% 190,313 $8.0M
Angeles Investment Advisors, LLC 0.47% Add +3201.4% 187,685 $7.8M
Farther Finance Advisors, LLC 0.06% Reduce -38.4% 185,937 $7.7M
Murphy, Middleton, Hinkle & Parker, Inc. 3.10% Add +7.2% 184,252 $7.6M
Angeles Wealth Management, LLC 0.34% No change 182,000 $7.5M
San Luis Wealth Advisors LLC 1.13% Add +6.9% 181,683 $7.5M
Viaable, LLC 6.07% — 177,946 $7.3M
Strategy Asset Managers LLC 1.09% Add +2.5% 175,556 $7.3M
NorthCoast Asset Management LLC 0.16% Add +1.6% 171,034 $7.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +12.3% 160,534 $6.7M
Ocean Park Asset Management, LLC 0.31% Reduce -42.5% 153,737 $6.4M
Creative Planning 0.00% Reduce -2.9% 152,262 $6.3M
Heartwood Wealth Advisors LLC 0.49% Add +3.2% 151,241 $6.3M
Citigroup Inc. 0.00% Add +16.6% 150,047 $6.2M
Wealth Management Associates, Inc. 1.71% Add +1.5% 149,439 $6.2M
Arvest Investments, Inc. 0.74% Add +23.9% 148,637 $6.2M
J.W. Cole Advisors, Inc. 0.10% New 146,468 $6.1M
Oppenheimer & Co. Inc. 0.06% Add +38.9% 145,965 $6.0M
Beacon Pointe Advisors, LLC 0.03% Reduce -1.6% 137,395 $5.7M
NWF Advisory Services Inc. 0.53% Add +2.9% 136,811 $5.7M
Wilmington Savings Fund Society, FSB 0.12% Reduce -0.6% 134,315 $5.6M
Ssa Swiss Advisors AG 2.07% Add +2.7% 133,117 $5.5M
Flow Traders U.S. LLC 0.23% New 132,987 $5.5M
Private Advisor Group, LLC 0.03% Add +38.6% 131,582 $5.5M
TD Waterhouse Canada Inc. 0.01% Add +6.7% 130,180 $5.4M
Prota Financial, LLC 3.53% Reduce -0.9% 130,379 $5.4M
Sterling Wealth Advisors Inc 2.86% Reduce -1.8% 126,832 $5.3M
Access Investment Management LLC 1.34% Add +18.4% 126,513 $5.2M
Captrust Financial Advisors 0.01% Add +0.1% 124,295 $5.1M
Blair William & Co. 0.01% Reduce -12.1% 121,159 $5.0M
MML Investors Services, LLC 0.01% Reduce -4.4% 119,379 $4.9M
Fortitude Family Office, LLC 0.96% No change 119,250 $4.9M
Gallagher Capital Advisors, LLC 2.82% Add +23.2% 118,608 $4.9M
Snowden Capital Advisors LLC 0.11% Add +2.6% 110,883 $4.6M
World Investment Advisors 0.08% Reduce -4.4% 106,825 $4.5M
Winthrop Partners - WNY, LLC 2.21% Reduce -1.1% 107,760 $4.5M
BFI Infinity Ltd. 2.14% No change 107,374 $4.4M
HRT Financial LP 0.01% New 106,220 $4.4M
Operose Advisors LLC 0.84% Reduce -4.8% 104,975 $4.3M
Simplicity Wealth,LLC 0.15% Add +53.8% 104,812 $4.3M
Harbour Investments, Inc. 0.06% Add +12.1% 102,160 $4.2M
Crescent Grove Advisors, LLC 0.35% Add +2.2% 100,992 $4.2M
Pinnacle Financial Partners, Inc. 0.03% Reduce -55.2% 100,536 $4.2M
Thrive Capital Management, LLC 0.77% Add +1.7% 99,061 $4.1M
Focus Partners Advisor Solutions, LLC 0.03% Add +4.9% 97,228 $4.0M
FMR LLC 0.00% Add +18.8% 96,563 $4.0M
D.A. Davidson & Co. 0.02% Reduce -50.4% 94,875 $3.9M
First American Trust, FSB 0.23% Reduce -1.0% 93,565 $3.9M
Brady Martz Wealth Solutions, LLC 0.57% Add +2.6% 91,732 $3.8M
Argent Advisors, Inc. 0.94% Reduce -4.3% 90,426 $3.7M
NewEdge Wealth, LLC 0.04% Reduce -4.7% 90,371 $3.7M
Ashton Thomas Private Wealth, LLC 0.08% Add +14.0% 89,593 $3.7M
Cascade Financial Partners, LLC 0.31% Add +8.1% 87,389 $3.6M
Marino, Stram & Associates LLC 0.56% Add +14.0% 85,415 $3.5M
Commerce Bank 0.02% Add +5.0% 83,205 $3.4M
American Money Management, LLC 0.49% Reduce -6.7% 82,327 $3.4M
Gotham Asset Management 0.01% Add +45.7% 81,555 $3.4M
Mutual Advisors, LLC 0.06% Reduce -55.9% 77,803 $3.2M
Nan Fung Trinity (hk) Ltd. 0.32% No change 77,800 $3.2M
Natixis Advisors, LLC 0.00% Add +40.0% 77,652 $3.2M
Stephens Inc. 0.04% Add +14.9% 76,680 $3.2M
Astoria Portfolio Advisors LLC. 0.51% Add +35.8% 73,382 $3.0M
Advisory Services Network, LLC 0.03% Reduce -0.5% 73,097 $3.0M
Atwater Malick LLC 0.65% Add +255.7% 71,859 $3.0M
Sterling Financial Planning, Inc. 0.81% Reduce -5.0% 71,635 $3.0M
Patten & Patten Inc. 0.16% Add +4.5% 71,608 $3.0M
Cerity Partners LLC 0.00% Reduce -1.4% 70,365 $2.9M
Hancock Whitney Corp. 0.05% Reduce -10.4% 69,989 $2.9M
Sanctuary Advisors, LLC 0.01% Reduce -1.5% 67,875 $2.8M
Evermay Wealth Management LLC 0.29% Reduce -8.1% 67,767 $2.8M
Fifth Third Wealth Advisors LLC 0.08% Add +21.0% 66,689 $2.8M
Bank of Hawaii 0.13% Reduce -16.1% 64,959 $2.7M
bLong Financial, LLC 1.75% Add +5.1% 64,746 $2.7M
Park Avenue Securities LLC 0.02% Reduce -3.1% 64,394 $2.7M
Financial Perspectives, Inc 0.64% Add +2.6% 63,096 $2.6M
Waverly Advisors, LLC 0.02% Reduce -7.8% 63,089 $2.6M
Victory Financial Group, LLC 0.27% Add +106.6% 62,694 $2.6M
MAI Capital Management 0.01% Add +31.0% 62,401 $2.6M
Wealth Advisory Solutions, LLC 0.53% Reduce -1.6% 61,945 $2.6M
IFP Advisors, Inc 0.05% Add +10.6% 61,875 $2.6M
Founders Financial Securities LLC 0.13% New 61,691 $2.6M
Golden State Wealth Management, LLC 0.23% Reduce -35.7% 61,655 $2.6M
Wedbush Securities Inc. 0.07% Add +1.3% 61,083 $2.5M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -84.2% 61,000 $2.5M
Argyle Capital Partners, LLC 1.58% Add +1.6% 60,423 $2.5M
Vise Technologies, Inc. 0.03% Add +120.3% 60,124 $2.5M
Saxon Interests, Inc. 0.68% Reduce -17.4% 59,752 $2.5M
Kingsview Wealth Management, LLC 0.03% Add +0.8% 59,530 $2.5M
Cooper Financial Group 0.20% Add +7.3% 58,746 $2.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Reduce -4.4% 57,995 $2.4M
Manske Wealth Management 0.59% Reduce -0.3% 57,609 $2.4M
Midwest Trust Co 0.03% Add +6.7% 56,693 $2.3M
Park Edge Advisors, LLC 0.50% Add +4.3% 56,267 $2.3M
Balentine LLC 0.08% Reduce -7.1% 55,809 $2.3M
Cornell Pochily Investment Advisors, Inc. 0.62% Add +10.1% 55,501 $2.3M
Sound Stewardship, LLC 0.93% Reduce -1.0% 54,469 $2.3M
Gould Asset Management LLC 0.35% Reduce -2.7% 54,280 $2.2M
180 Wealth Advisors, LLC 0.23% Reduce -13.5% 54,174 $2.2M
Bluesphere Advisors LLC 0.69% Add +14.8% 53,918 $2.2M
Trajan Wealth LLC 0.08% Reduce -3.5% 52,137 $2.2M
Quantum Portfolio Management LLC 0.78% Add +29.0% 52,099 $2.2M
Avantax Planning Partners, Inc. 0.05% Reduce -4.9% 51,943 $2.2M
Alteri Wealth LLC 0.59% Add +7.4% 51,156 $2.1M
Financial Advisory Partners, LLC 0.55% Add +2.5% 51,146 $2.1M
Trustmark Bank Trust Department 0.13% Reduce -14.9% 50,857 $2.1M
Cornerstone Wealth Group, LLC 0.13% Add +6.8% 50,705 $2.1M
Integras Partners LLC 1.15% Reduce -34.9% 50,395 $2.1M
OpenArc Corporate Advisory, LLC 0.02% Add +5.9% 50,027 $2.1M
Squarepoint Ops LLC 0.00% Add +725.2% 50,013 $2.1M
Element Wealth, LLC 0.75% Reduce -14.0% 48,162 $2.0M
Gerald Baker Financial Group LLC 0.56% Add +8.7% 47,702 $2.0M
Ellis Investment Partners, LLC 0.30% Add +2.1% 47,635 $2.0M
Regal Investment Advisors LLC 0.10% Reduce -4.1% 46,548 $1.9M
Prospera Financial Services Inc 0.03% Add +3.4% 45,730 $1.9M
Concord Wealth Partners 0.22% Add +4.9% 45,698 $1.9M
Mission Creek Capital Partners, Inc. 0.33% Add +0.1% 44,881 $1.9M
Petix & Botte Co 0.37% Add +99.5% 44,479 $1.8M
BlueStem Wealth Partners, LLC 0.18% Add +5.8% 44,411 $1.8M
Aptus Capital Advisors, LLC 0.01% Add +0.1% 44,120 $1.8M
Three Bearings Fiduciary Advisors, Inc. 1.63% Reduce -5.9% 43,902 $1.8M
JNBA Financial Advisors 0.13% Reduce -0.0% 42,817 $1.8M
Composition Wealth, LLC 0.02% Add +19.2% 42,731 $1.8M
NFSG Corp 0.21% Reduce -4.8% 40,636 $1.7M
Ignite Planners, LLC 0.23% Add +0.5% 40,516 $1.7M
First Commonwealth Financial Corp 0.23% Add +0.1% 40,391 $1.7M
Curbstone Financial Management Corp 0.28% Add +49.4% 40,360 $1.7M
Avidian Wealth Enterprises, LLC 0.05% Add +0.5% 40,295 $1.7M
Navis Wealth Advisors, LLC 0.61% Reduce -22.2% 39,148 $1.6M
Bank of Montreal 0.00% Reduce -62.9% 39,121 $1.6M
Stratos Wealth Partners, LTD. 0.02% Add +94.7% 38,690 $1.6M
Mgo One Seven LLC 0.03% Reduce -4.2% 38,397 $1.6M
Panoramic Investment Advisors, LLC 0.75% Add +4.8% 37,790 $1.6M
Stolper Co 0.40% Add +722.2% 37,656 $1.6M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -0.3% 36,998 $1.6M
CreativeOne Wealth, LLC 0.03% Add +7.6% 37,243 $1.5M
Fragasso Financial Advisors Inc 0.08% Add +0.5% 36,755 $1.5M
Vicus Capital 0.10% Add +16.3% 36,745 $1.5M
Sunflower Bank, N.A. 0.36% Reduce -1.8% 36,571 $1.5M
Leavell Investment Management, Inc. 0.06% Add +31.9% 36,548 $1.5M
Rothschild Wealth LLC 0.12% No change 36,182 $1.5M
Monetary Management Group Inc. 0.31% No change 36,000 $1.5M
PKS Advisory Services, LLC 0.24% Add +13.6% 35,870 $1.5M
Benjamin Edwards Inc. 0.01% Add +49.8% 35,827 $1.5M
Bryn Mawr Trust Advisors, LLC 0.06% Reduce -0.5% 35,558 $1.5M
Grange Capital, LLC 1.35% Add +64.7% 35,248 $1.5M
EverSource Wealth Advisors, LLC 0.05% Reduce -0.9% 35,212 $1.5M
Investment Research Partners LLC 0.49% Reduce -1.5% 34,966 $1.4M
Savant Capital, LLC 0.00% Add +0.5% 34,818 $1.4M
Elite Financial, Inc. 0.58% Reduce -1.0% 34,845 $1.4M
Northcape Wealth Management, LLC 0.38% Add +2.4% 34,774 $1.4M
Axis Wealth Partners, LLC 0.69% Add +0.4% 34,550 $1.4M
Motco 0.12% Reduce -2.8% 33,822 $1.4M
HSBC Holdings PLC 0.00% Reduce -21.0% 33,434 $1.4M
Financial Engines Advisors L.L.C. 0.00% Reduce -1.0% 32,388 $1.3M
Concurrent Investment Advisors, LLC 0.01% Add +11.7% 32,215 $1.3M
Invested Advisors 1.18% Reduce -7.4% 32,080 $1.3M
Level Four Advisory Services, LLC 0.04% Add +0.0% 31,744 $1.3M
Arkos Global Advisors 0.16% Add +0.3% 31,614 $1.3M
Collective Family Office LLC 0.27% Add +0.2% 31,467 $1.3M
Fiduciary Financial Advisors 0.13% New 31,425 $1.3M
Corient Private Wealth LP 0.00% Add +7.2% 30,744 $1.3M
First PREMIER Bank 0.20% New 30,515 $1.3M
Castle Rock Wealth Management, LLC 0.25% Add +1.4% 30,567 $1.3M
Kingswood Wealth Advisors, LLC 0.05% Add +8.8% 30,266 $1.3M
Sagace Wealth Management LLC 0.79% Reduce -0.0% 30,241 $1.3M
Inman Jager Wealth Management, LLC 0.66% Reduce -1.9% 30,138 $1.2M
Hengehold Capital Management LLC 0.10% Add +80.4% 29,864 $1.2M
Catalyst Financial Partners LLC 0.12% Add +364.5% 29,633 $1.2M
Eagle Strategies LLC 0.12% Add +115.9% 29,568 $1.2M
Godfrey Financial Associates, Inc. 0.94% Add +16.9% 29,503 $1.2M
DAVENPORT & Co LLC 0.01% Reduce -2.4% 29,503 $1.2M
Capital Wealth Alliance, LLC 0.56% Add +0.6% 29,136 $1.2M
Atlantic Union Bankshares Corp 0.02% Reduce -1.0% 28,952 $1.2M
Puff Wealth Management, LLC 1.22% — 28,774 $1.2M
Clearstead Advisors, LLC 0.01% Add +7.1% 28,732 $1.2M
Belpointe Asset Management LLC 0.04% Add +281.7% 28,609 $1.2M
Brandywine Oak Private Wealth LLC 0.09% Reduce -1.9% 28,355 $1.2M
Index Technologies Group LLC 0.94% Add +26.7% 28,312 $1.2M
Peregrine Asset Advisers, Inc. 0.25% Add +0.5% 28,302 $1.2M
WESPAC Advisors, LLC 0.57% No change 28,143 $1.2M
Robertson Stephens Wealth Management, LLC 0.03% No change 27,930 $1.2M
Yukon Wealth Management, Inc. 0.33% Add +1.3% 27,914 $1.2M
Coldstream Capital Management Inc. 0.01% New 27,763 $1.2M
American Capital Advisory, LLC 0.42% Reduce -0.7% 27,645 $1.1M
Creekside Partners 0.41% Add +0.5% 27,358 $1.1M
Sovran Advisors, LLC 0.08% Reduce -62.7% 25,919 $1.1M
Beam Wealth Advisors, Inc. 0.25% Add +14.7% 27,033 $1.1M
PSI Advisors, LLC 0.26% Add +9.9% 26,614 $1.1M
Sowell Financial Services LLC 0.04% Add +1.2% 26,351 $1.1M
Allspring Global Investments Holdings, LLC 0.00% Add +29.3% 26,502 $1.1M
Cornerstone Wealth Management, LLC 0.05% Add +51.8% 25,669 $1.1M
Cahill Financial Advisors Inc. 0.10% Add +3.8% 25,091 $1.0M
Columbia River Financial Group, LLC 0.56% Reduce -2.8% 24,998 $1.0M
Northern Trust Corp. 0.00% Add +80.1% 24,830 $1.0M
Atria Investments, Inc 0.01% Reduce -0.8% 24,292 $1.0M
Anchor Bay Capital, Inc. 0.54% — 22,657 $1.0M
Silver Oak Securities, Incorporated 0.06% Add +6.0% 23,613 $978K
Quantinno Capital Management LP 0.00% Add +35.4% 23,553 $976K
Pacific Center for Financial Services 0.21% Add +14.2% 23,124 $958K
NTV Asset Management LLC 0.09% Reduce -4.2% 23,058 $955K
Independent Wealth Network Inc. 0.24% Add +2.9% 23,047 $955K
WealthTrust Axiom LLC 0.21% Reduce -1.7% 22,804 $945K
JFS Wealth Advisors, LLC 0.05% Add +244.8% 22,792 $944K
Stratos Investment Management, LLC 0.03% Add +1.4% 22,756 $943K
Oxinas Partners, LLC 0.37% Reduce -9.0% 22,568 $935K
Hubbell Strickland Wealth Management, LLC 0.33% Add +1.1% 22,323 $925K
Prime Capital Investment Advisors, LLC 0.01% Reduce -10.2% 22,212 $920K
Spectrum Planning & Advisory Services Inc. 0.40% Reduce -41.9% 21,746 $901K
Ibex Wealth Advisors 0.07% Reduce -1.1% 21,666 $898K
Drive Wealth Management, LLC 0.16% Add +2.8% 21,557 $893K
Arax Advisory Partners 0.01% Add +2393.1% 21,515 $891K
Armstrong Advisory Group, Inc. 0.05% Add +8.8% 21,452 $889K
Summit Financial, LLC 0.01% Reduce -3.3% 21,297 $882K
1900 Wealth Management LLC 0.05% Add +21.2% 21,232 $880K
Texas Capital Bank Wealth Management Services Inc 0.05% Add +9.1% 21,055 $872K
Landaas & Co. /Wi 0.16% Add +9.4% 20,720 $858K
Signature Estate & Investment Advisors LLC 0.02% Add +3.0% 20,261 $839K
Summa Corp. 0.26% Add +127.2% 20,022 $830K
Asempa Wealth Advisors 0.63% Reduce -1.3% 20,019 $829K
Hyposwiss Advisors SA 0.78% No change 19,935 $826K
Centennial Bank 0.26% Add +0.5% 19,867 $823K
Planned Solutions, Inc. 0.23% Reduce -0.7% 19,703 $816K
Valmark Advisers, Inc. 0.01% Reduce -2.9% 19,352 $802K
Dearborn Partners LLC 0.05% Reduce -0.1% 19,262 $798K
Precedent Wealth Partners, LLC 0.13% Add +2.2% 19,229 $797K
KOM Wealth Management Group, LLC 0.48% Reduce -8.5% 19,197 $795K
Wealthspire Retirement, LLC 0.04% Reduce -2.3% 19,164 $794K
Fort Sheridan Advisors LLC 0.08% No change 18,832 $780K
Dorsey & Whitney Trust CO LLC 0.04% Add +0.1% 18,368 $761K
Tactive Advisors, LLC 0.19% Add +2.4% 18,358 $761K
Compound Planning, Inc. 0.02% Add +11.7% 17,850 $740K
GTS Securities LLC 0.02% New 17,727 $734K
Investmark Advisory Group LLC 0.28% Add +0.8% 17,640 $731K
AQR Capital Management 0.00% Add +46.5% 17,501 $725K
Fusion Family Wealth, LLC 0.05% No change 17,498 $725K
First Citizens Financial Corp 0.30% Reduce -3.6% 17,081 $708K
AlTi Global, Inc. 0.01% New 16,976 $703K
Advisors Preferred, LLC 0.11% New 16,661 $697K
Lakeridge Wealth Management LLC 0.25% Add +0.7% 16,613 $688K
Pension & Wealth Management Advisors, Inc. 0.18% Reduce -6.9% 16,385 $679K
Merit Financial Group, LLC 0.00% Add +12.1% 16,158 $669K
Intentional Wealth Strategies, LLC 0.62% No change 16,073 $666K
Modern Wealth Management, LLC 0.01% New 16,063 $665K
Auour Investments LLC 0.19% Reduce -2.1% 15,726 $652K
Cibc World Market Inc. 0.00% Reduce -35.5% 15,572 $645K
Betterment LLC 0.00% Add +16.8% 15,510 $643K
Chemung Canal Trust Co. 0.12% Reduce -7.7% 15,481 $641K
Ironwood Financial, llc 0.10% Reduce -6.6% 15,143 $638K
Diversify Advisory Services, LLC 0.01% New 14,731 $638K
Diversify Wealth Management, LLC 0.01% Add +27.3% 14,731 $638K
Beacon Bank & Trust 0.12% Reduce -12.5% 15,071 $624K
Winnacle Wealth LLC 0.42% Reduce -4.8% 14,925 $618K
NorthRock Partners, LLC 0.01% Add +107.8% 14,846 $615K
Michels Family Financial, LLC 0.39% Add +1.3% 14,724 $610K
Endeavor Private Wealth, Inc. 0.15% Add +5.0% 14,523 $602K
RFG Advisory, LLC 0.01% Reduce -56.3% 14,501 $601K
Frederick Financial Consultants, LLC 0.25% Add +8.2% 14,474 $600K
Noble Family Wealth, LLC 0.11% No change 14,248 $590K
Sound View Wealth Advisors Group, LLC 0.04% New 14,227 $589K
Moneco Advisors, LLC 0.04% Add +2.5% 14,059 $582K
PFG Investments, LLC 0.02% Add +0.8% 13,995 $580K
Aureum Wealth Management, LLC 0.36% Add +34.6% 13,876 $575K
Park National Corp. 0.02% Reduce -41.7% 13,853 $574K
Van Hulzen Asset Management, LLC 0.04% Reduce -4.7% 13,826 $573K
Moneta Group Investment Advisors LLC 0.00% Reduce -71.1% 13,812 $572K
Aspiriant, LLC 0.01% Reduce -0.5% 13,755 $570K
Security National Bank 0.07% No change 13,697 $567K
Integris Wealth Management, LLC 0.11% No change 13,541 $561K
Daiwa Securities Group Inc. 0.00% Add +12.0% 13,475 $558K
Global Retirement Partners, LLC 0.01% — 13,408 $555K
CIBC Bancorp USA Inc. 0.00% Reduce -24.9% 13,376 $554K
Brown, Lisle/Cummings, Inc. 0.12% Reduce -1.6% 13,271 $550K
New Republic Capital, LLC 0.13% No change 13,258 $549K
Allworth Financial LP 0.00% Add +2.3% 13,101 $543K
LBMC Investment Advisors, LLC 0.03% Add +1.8% 13,095 $543K
Advyzon Investment Management, LLC 0.04% Reduce -7.3% 13,049 $541K
Brookstone Capital Management 0.01% Reduce -19.3% 12,980 $538K
Two Sigma Securities, LLC 0.05% Add +98.6% 12,957 $537K
Koshinski Asset Management, Inc. 0.03% Add +7.1% 12,951 $537K
Horizon Family Wealth, Inc. 0.24% Reduce -1.2% 12,944 $536K
OneDigital Investment Advisors LLC 0.00% Add +3.1% 12,851 $532K
BlackRock, Inc. 0.00% Add +83.2% 12,780 $529K
Gladstone Institutional Advisory LLC 0.02% Add +2.2% 12,669 $525K
Mechanics Bank Trust Department 0.06% No change 12,600 $522K
Keystone Financial Group 0.03% Add +6.8% 12,515 $518K
Bleakley Financial Group, LLC 0.01% No change 12,362 $512K
TFC Financial Management, Inc. 0.06% Add +1.4% 12,280 $509K
Trivium Point Advisory, LLC 0.05% Add +2.1% 12,085 $501K
Fiduciary Group, LLC 0.04% No change 12,081 $501K
SeaCrest Wealth Management, LLC 0.06% Add +3.7% 12,004 $497K
Daymark Wealth Partners, LLC 0.01% Reduce -2.3% 11,881 $492K
Nations Financial Group Inc, /Ia/ 0.02% Add +3.7% 11,847 $491K
Hilltop Holdings Inc. 0.04% Reduce -5.0% 11,844 $491K
First Financial Group Corp 0.35% Add +3.5% 11,842 $491K
Kestra Private Wealth Services, LLC 0.01% Add +38.2% 11,831 $490K
Haverford Trust Co 0.00% Reduce -15.3% 11,640 $482K
Sankala Group LLC 0.32% No change 10,674 $476K
Cherry Tree Wealth Management, LLC 0.09% Reduce -3.8% 11,425 $473K
Turning Point Benefit Group, Inc. 0.20% Add +142.4% 11,280 $467K
Mezzasalma Advisors, LLC 0.09% Add +2.4% 11,048 $458K
Tranquilli Financial Advisor LLC 0.25% New 11,012 $456K
Fiduciary Trust Co 0.01% Reduce -1.4% 10,992 $455K
SWS Partners 0.10% Add +0.7% 10,794 $447K
Ellerson Group Inc. 0.26% Add +69.3% 10,776 $446K
Sweeney & Michel, LLC 0.12% Reduce -17.0% 9,940 $443K
Oregon Pacific Wealth Management, LLC 0.42% Add +2.8% 10,702 $443K
Envestnet Portfolio Solutions, Inc. 0.00% New 10,665 $442K
XY Planning Network, Inc. 0.05% Add +7.3% 10,456 $433K
Investors Asset Management of Georgia Inc. /Ga/ 0.15% Add +24.5% 10,388 $430K
Patten Group, Inc. 0.07% Add +0.6% 10,375 $430K
TCI Wealth Advisors, Inc. 0.02% Reduce -1.9% 10,304 $427K
Platform Technology Partners 0.07% New 10,290 $426K
Beta Wealth Group, Inc. 0.16% No change 10,172 $421K
Avail Investment Partners, LLC 0.32% Reduce -0.3% 10,156 $421K
Annex Advisory Services, LLC 0.01% Reduce -17.1% 10,143 $420K
First Merchants Corp. 0.01% No change 10,080 $418K
Barrett & Company, Inc. 0.12% Add +26.9% 10,041 $416K
SteelPeak Wealth, LLC 0.01% Reduce -13.2% 10,004 $414K
Latitude Advisors, LLC 0.16% Add +24.3% 9,956 $412K
Indivisible Partners 0.02% Add +0.1% 9,939 $412K
Welch Group, LLC 0.01% No change 9,906 $410K
Forum Finance Group S.A. 0.15% Add +100.0% 12,160 $407K
Whittier Trust Co. 0.00% Add +155.9% 9,657 $407K
Oakmont Advisory Group, LLC 0.34% Add +2.4% 9,809 $406K
Citizens Financial Group Inc. 0.00% Reduce -6.9% 9,710 $402K
Perigon Wealth Management, LLC 0.01% Add +1.0% 9,677 $401K
Summit Wealth Partners, LLC 0.06% Add +40.4% 9,665 $400K
Independent Financial Group, LLC 0.01% Reduce -7.5% 9,640 $399K
HC Advisors, LLC 0.24% Add +40.1% 9,600 $398K
Fairfield Financial Advisors, LTD 0.15% New 9,492 $393K
Badgley Phelps Wealth Managers, LLC 0.01% No change 9,387 $389K
MCF Advisors LLC 0.01% Add +24.3% 9,373 $388K
Community Bank & Trust, Waco, Texas 0.07% No change 9,356 $388K
Per Stirling Capital Management, LLC. 0.04% Reduce -60.5% 9,109 $377K
Heirloom Wealth Management 0.05% No change 9,083 $376K
HUB Investment Partners, LLC 0.01% Add +39.6% 8,919 $369K
Capital Advantage, Inc. 0.04% No change 8,677 $359K
EFG International AG 0.01% No change 8,655 $359K
LWM Advisory Services, LLC 0.63% Reduce -3.4% 8,503 $352K
Magnus Financial Group LLC 0.02% Add +14.2% 8,383 $347K
Chicago Partners Investment Group LLC 0.01% No change 7,991 $344K
TMB Capital Partners, LLC 0.11% Reduce -8.2% 8,249 $342K
Inspire Advisors, LLC 0.02% Add +6.7% 8,180 $339K
PCM Encore, LLC 0.06% Reduce -49.1% 8,160 $338K
Rockwood Wealth Management, LLC 0.02% No change 8,153 $338K
Continuum Advisory, LLC 0.03% Reduce -6.0% 8,105 $336K
XTX Topco Ltd 0.00% New 8,096 $335K
Elevation Point Wealth Partners, LLC 0.01% Reduce -43.1% 8,029 $333K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -40.1% 8,029 $333K
Atlas Private Wealth Advisors 0.07% No change 8,000 $331K
Plan A Wealth LLC 0.14% Reduce -16.6% 7,990 $331K
Webster Bank, N. A. 0.03% Add +4.8% 7,821 $324K
United Advisor Group, LLC 0.03% Add +13.3% 7,798 $323K
Western Wealth Management, LLC 0.01% Reduce -38.2% 7,741 $321K
Capital Advisors, Ltd. LLC 0.03% Add +4.8% 7,698 $319K
Cresset Asset Management, LLC 0.00% Add +12.2% 7,677 $318K
Prepared Retirement Institute LLC 0.14% Reduce -3.5% 7,658 $317K
Federation des caisses Desjardins du Quebec 0.00% No change 7,636 $316K
Kintra Wealth, LLC 0.02% Reduce -74.9% 7,120 $316K
Pinnacle Associates Ltd. 0.00% Reduce -1.3% 7,512 $311K
AE Wealth Management LLC 0.00% Add +74.8% 7,391 $306K
Hamilton Wealth, LLC 0.06% New 7,352 $305K
B. Riley Wealth Advisors, Inc. 0.02% Add +15.9% 7,264 $302K
Onyx Bridge Wealth Group LLC 0.03% Reduce -6.4% 7,159 $297K
StoneX Group Inc. 0.01% Reduce -21.0% 7,108 $295K
Rossmore Private Capital 0.02% Add +31.5% 7,100 $294K
Wellington-Altus USA Inc. 0.21% Reduce -45.1% 6,870 $292K
Symmetry Partners, LLC 0.01% New 7,046 $292K
Private Trust Co. NA 0.02% No change 7,043 $292K
Apollon Wealth Management, LLC 0.00% Add +21.2% 7,038 $292K
Chemistry Wealth Management LLC 0.05% No change 7,018 $291K
Broyhill Asset Management, LLC 0.26% No change 7,000 $290K
Millington Financial Advisors, LLC 0.11% No change 6,700 $288K
Caprock Group, LLC 0.01% New 6,944 $288K
Spire Wealth Management 0.01% Reduce -19.2% 6,887 $285K
Vernal Point Advisors, LLC 0.10% No change 6,845 $284K
IFG Advisory, LLC 0.01% New 6,752 $280K
Elyxium Wealth, LLC 0.03% Reduce -6.7% 6,715 $278K
Retirement Planning Co of New England, Inc. 0.10% Add +2.0% 6,677 $277K
Genesee Capital Advisors, LLC 0.09% Add +2.6% 6,626 $275K
MFA Wealth Services 0.16% Reduce -1.7% 6,537 $271K
Donaldson Capital Management, LLC 0.01% New 6,467 $268K
HHM Wealth Advisors, LLC 0.03% No change 6,443 $267K
Mayflower Financial Advisors, LLC 0.02% Add +0.2% 6,410 $266K
OneAscent Financial Services LLC 0.01% Reduce -87.9% 6,408 $265K
Gradient Investments LLC 0.00% Reduce -2.1% 6,404 $265K
Obsidian Cio, LLC 0.20% Reduce -22.1% 6,337 $263K
Abundance Wealth Counselors 0.02% New 6,278 $260K
Pathstone Holdings, LLC 0.00% New 6,249 $259K
First Horizon Corp. 0.01% New 6,155 $255K
TRUE Private Wealth Advisors 0.02% Reduce -1.7% 6,119 $254K
Atlantic Private Wealth, LLC 0.15% No change 6,070 $251K
OneAscent Family Office, LLC 0.13% New 6,000 $249K
Revolve Wealth Partners, LLC 0.03% New 5,990 $248K
Accredited Investors Inc. 0.01% No change 5,989 $248K
Christensen, King & Associates Investment Services, Inc. 0.10% No change 5,982 $248K
Stratos Wealth Advisors, LLC 0.01% No change 5,958 $247K
Wealthcare Advisory Partners LLC 0.00% Reduce -20.1% 5,940 $246K
Townsend & Associates, Inc 0.02% No change 5,655 $241K
HB Wealth Management, LLC 0.00% No change 5,794 $240K
Guardian Partners Inc. 0.02% New 5,740 $238K
BOS Asset Management, LLC 0.06% No change 5,705 $236K
Huntington National Bank 0.00% Add +4.1% 5,555 $230K
Tanglewood Wealth Management, Inc. 0.02% No change 5,550 $230K
Sharp Wealth Advisory, LLC 0.11% No change 5,500 $228K
Essex Bank 0.05% No change 5,463 $226K
Choreo, LLC 0.00% Add +0.1% 5,461 $226K
EP Wealth Advisors, LLC 0.00% Add +4.8% 5,454 $226K
Old National Bancorp 0.00% New 5,353 $222K
GSG Advisors LLC 0.05% Add +2.6% 5,329 $221K
Radnor Capital Management, LLC 0.03% No change 5,315 $220K
Lodestone Wealth Management LLC 0.08% Reduce -1.1% 5,303 $220K
Unique Wealth, LLC 0.03% No change 5,251 $218K
Wesbanco Bank Inc. 0.01% Reduce -2.5% 5,235 $217K
Powers Advisory Group, LLC 0.07% Add +2.2% 5,164 $214K
Mendel Capital Management LLC 0.10% Add +0.4% 5,113 $212K
SHP Wealth Management 0.01% Add +1.0% 5,070 $210K
Capital Financial Group Inc\co\ 0.11% Reduce -1.6% 5,063 $210K
Meridian Wealth Management, LLC 0.01% Add +0.5% 5,029 $208K
Caliber Wealth Management, LLC / KS 0.02% Add +0.5% 5,015 $208K
Aventura Private Wealth, LLC 0.06% New 5,000 $207K
Rwa Wealth Partners, LLC 0.00% New 4,963 $206K
Elwood & Goetz Wealth Advisory Group, LLC 0.03% No change 4,942 $205K
Kovack Advisors, Inc. 0.01% Add +2.4% 4,931 $203K
Capital Investment Advisory Services, LLC 0.01% Add +0.2% 4,890 $203K
Thompson David Blair 0.10% Add +0.9% 4,883 $202K
Banco Santander, S.A. 0.00% New 4,864 $202K
Financial Partners Group, Inc 0.02% New 4,852 $201K
Etesian Wealth Advisors, Inc. 0.06% No change 4,828 $200K
O'shaughnessy Asset Management, LLC 0.00% Reduce -21.0% 4,828 $200K
Geneos Wealth Management Inc. 0.00% Reduce -11.9% 4,698 $195K
Ballast Advisors LLC 0.05% Reduce -19.6% 4,567 $189K
Crews Bank & Trust 0.02% Reduce -62.8% 4,185 $173K
Cape Investment Advisory, Inc. 0.05% New 4,179 $173K
International Assets Investment Management, LLC 0.01% Add +8.1% 4,188 $172K
City State Bank 0.04% No change 4,114 $170K
Triumph Capital Management 0.03% Reduce -0.2% 3,968 $164K
Clearstead Trust, LLC 0.02% Add +12.3% 3,846 $159K
Beacon Investment Advisory Services, Inc. 0.01% No change 3,769 $156K
Front Row Advisors LLC 0.04% Reduce -0.9% 3,349 $149K
Owl Creek Wealth Partners LLC 0.04% No change 3,527 $146K
10Elms LLP 0.07% No change 3,500 $145K
Halbert Hargrove Global Advisors, LLC 0.01% No change 3,486 $144K
Arcadia Investment Advisors LLC 0.06% No change 3,344 $139K
Anchor Investment Management, LLC 0.01% Reduce -4.0% 3,308 $137K
First Command Advisory Services, Inc. 0.00% Reduce -38.1% 3,286 $136K
Plante Moran Financial Advisors, LLC 0.01% No change 3,238 $134K
Barclays PLC 0.00% No change 3,200 $133K
Founders Financial Alliance, LLC 0.02% Add +1.4% 3,172 $131K
Security National Bank of Sioux City Iowa 0.05% New 3,165 $131K
CoreCap Advisors, LLC 0.00% Reduce -7.2% 3,113 $129K
Gilpin Wealth Management, LLC 0.09% No change 3,000 $124K
UMB Bank, n.a. 0.00% No change 2,776 $115K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -33.4% 2,759 $114K
SOA Wealth Advisors, LLC. 0.02% Add +15.9% 69,782 $113K
Wolff Wiese Magana LLC 0.05% No change 2,650 $110K
SYM FINANCIAL Corp 0.01% Add +1.8% 2,595 $108K
Measured Wealth Private Client Group, LLC 0.03% No change 2,591 $107K
Intesa Sanpaolo Wealth Management 0.02% No change 2,500 $104K
Align Financial, LLC 0.05% No change 2,423 $100K
Colonial Trust Co / SC 0.01% No change 2,408 $100K
RMG Wealth Management LLC 0.01% New 2,210 $98K
Centerpoint Advisors, LLC 0.03% Add +2.5% 2,298 $95K
Glenmede Trust Co. NA 0.00% Reduce -49.6% 2,172 $90K
Silver Grove Financial Group, Inc. 0.05% New 2,115 $88K
Cullen/Frost Bankers, Inc. 0.00% Reduce -82.4% 2,005 $83K
Financial Consulate, Inc. 0.01% New 1,966 $81K
Old Second National Bank of Aurora 0.01% No change 1,925 $80K
Morris Financial Concepts, Inc. 0.02% Reduce -3.6% 1,904 $79K
Colonial Trust Advisors 0.01% No change 1,900 $79K
Strategic Wealth Partners, Ltd. 0.00% No change 1,899 $79K
United Community Bank 0.02% No change 1,884 $78K
Montag A & Associates Inc. 0.00% No change 1,880 $78K
Bogart Wealth, LLC 0.00% Add +0.1% 1,816 $75K
IMA Advisory Services, Inc. 0.00% New 1,680 $70K
GAMMA Investing LLC 0.00% No change 1,660 $69K
Bessemer Group Inc. 0.00% Add +29.7% 1,623 $67K
Hurley Capital, LLC 0.03% No change 1,500 $62K
Versant Capital Management, Inc 0.01% No change 1,489 $62K
Hilton Head Capital Partners, LLC 0.03% Reduce -21.6% 1,457 $60K
Dunhill Financial, LLC 0.01% No change 1,405 $58K
Vanguard National Trust Co 0.00% No change 1,400 $58K
Toronto Dominion Bank 0.00% No change 1,403 $58K
Sunrise Financial Services, LLC 0.03% Reduce -9.5% 1,395 $58K
Transamerica Financial Advisors, LLC 0.00% Reduce -48.9% 1,367 $57K
Ameritas Investment Partners, Inc. 0.00% Reduce -2.7% 1,270 $53K
DHJJ Financial Advisors, Ltd. 0.01% No change 1,215 $50K
Rossby Financial, LCC 0.01% Reduce -23.5% 1,184 $49K
Bravera Wealth 0.02% No change 1,166 $48K
Archer Investment Corp 0.01% No change 1,097 $45K
North Star Investment Management Corp. 0.00% No change 1,075 $45K
Register Financial Advisors LLC 0.01% Add +2.6% 1,058 $44K
Mascoma Wealth Management LLC 0.01% No change 1,035 $43K
Zions Bancorporation, National Association 0.00% New 1,035 $43K
Windsor Advisory Group, LLC 0.03% New 1,014 $42K
Westside Investment Management, Inc. 0.01% No change 945 $39K
Hantz Financial Services, Inc. 0.00% No change 888 $37K
Buck Wealth Strategies, LLC 0.00% New 855 $35K
Raffa Wealth Management, LLC 0.00% No change 834 $35K
Strive Financial Group ,LLC 0.01% Reduce -5.9% 795 $33K
Stone House Investment Management, LLC 0.00% No change 780 $32K
Realta Investment Advisors 0.01% Add +9.3% 775 $32K
Fiduciary Advisors, Inc. 0.02% Reduce -19.7% 714 $30K
Beaird Harris Wealth Management, LLC 0.00% No change 699 $29K
Provenance Wealth Advisors, LLC 0.00% No change 665 $28K
Glassy Mountain Advisors, Inc. 0.01% No change 660 $27K
Avalon Trust Co 0.00% Reduce -56.7% 650 $27K
Compass Financial Management LLC 0.00% — 618 $26K
Blue Trust, Inc. 0.00% New 600 $25K
Lloyd Advisory Services, LLC. 0.01% New 563 $23K
Parkside Financial Bank & Trust 0.00% No change 535 $22K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +2.6% 512 $21K
Ameriflex Group, Inc. 0.01% Add +306.4% 508 $21K
Pinnacle Bancorp, Inc. 0.01% No change 500 $21K
Tradewinds Capital Management, LLC 0.00% No change 500 $21K
CVA Family Office, LLC 0.00% Add +2.5% 457 $19K
Institute for Wealth Management, LLC. 0.00% New 439 $18K
Physician Wealth Advisors, Inc. 0.00% Add +1.4% 423 $18K
Harbor Investment Advisory, LLC 0.00% No change 362 $15K
Mosley Wealth Management 0.00% New 345 $14K
LOM Asset Management Ltd 0.00% New 337 $14K
Robinswood Financial LLC 0.00% No change 321 $13K
Vanguard Advisers Inc. 0.00% Add +230.3% 294 $12K
Vima LLC 0.01% — 280 $12K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 280 $12K
Vision Retirement, LLC 0.00% No change 274 $11K
Meramec Financial Planners, LLC 0.00% New 230 $10K
Signaturefd, LLC 0.00% Reduce -2.5% 236 $10K
Kozak & Associates, Inc. 0.00% No change 237 $10K
Larson Financial Group LLC 0.00% Reduce -70.1% 218 $9K
Capital Analysts, LLC 0.00% Add +2.4% 217 $9K
NBT Bank, N.A. 0.00% Reduce -88.4% 208 $9K
Abound Wealth Management 0.00% No change 198 $8K
Smartleaf Asset Management LLC 0.00% No change 194 $8K
Lanark Financial, Inc. 0.00% No change 190 $8K
Richards, Merrill & Peterson, Inc. 0.00% No change 187 $8K
Key Financial Inc 0.00% No change 180 $7K
Tsfg, LLC 0.00% No change 163 $7K
Howe & Rusling Inc. 0.00% No change 141 $6K
Main Street Group, LTD 0.00% No change 110 $5K
LifeSteps Financial, Inc. 0.00% New 90 $4K
Go Invest LLC 0.00% Add +3.0% 68 $3K
Bell Investment Advisors, Inc 0.00% No change 65 $3K
Davis Capital Management 0.00% New 52 $2K
Phillips Financial Management, LLC 0.00% No change 44 $2K
Tucker Asset Management LLC 0.00% No change 43 $2K
Crewe Advisors LLC 0.00% Add +2.9% 36 $1K
Signature Resources Capital Management, LLC 0.00% New 15 $621
Ancora Advisors LLC 0.00% No change 7 $290
Fourth Dimension Wealth, LLC 0.00% No change 5 $207
Arlington Trust Co LLC 0.00% No change 1 $41

"% of holder's portfolio" is IDV's weight in each manager's 13F, not the share of iShares International Select the manager owns.