iShares 7-10 Year Treasury BIEFETF
13F holders, Q1 2024 (March 31)897holders
3famous investors
$94.77avg. 13F price*
At the end of Q1 2024, 897 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings. The largest holders were FMR LLC ($3.6B), Fisher Asset Management ($1.8B) and JPMorgan Chase & Co. ($1.4B). 3 famous investors held it, including Ken Fisher (0.9% of Fisher Asset Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares 7-10 Year Treasury B
- CUSIP
- 464287440
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $426.4M |
| Exits | 102 | $226.5M |
Ownership 897 holders
| FMR LLC | 0.24% | Add +0.6% | 38,008,186 | $3.6B |
| Fisher Asset Management | 0.86% | Add +101.5% | 19,534,592 | $1.8B |
| JPMorgan Chase & Co. | 0.13% | Reduce -25.3% | 14,984,545 | $1.4B |
| Envestnet Asset Management Inc. | 0.44% | Add +2.0% | 12,332,926 | $1.2B |
| Ameriprise Financial Inc. | 0.27% | Add +44.8% | 10,247,363 | $968.4M |
| PNC Financial Services Group, Inc. | 0.63% | Reduce -3.3% | 9,557,465 | $904.7M |
| Morgan Stanley | 0.07% | Reduce -9.8% | 8,854,468 | $838.2M |
| Bank of America Corp. | 0.07% | Add +18.8% | 7,690,748 | $728.0M |
| UBS Group AG | 0.23% | Reduce -7.8% | 7,225,459 | $684.0M |
| Captrust Financial Advisors | 2.19% | Add +11.8% | 6,292,590 | $595.7M |
| Raymond James & Associates | 0.39% | Reduce -4.9% | 6,065,301 | $574.1M |
| Charles Schwab Investment Management Inc. | 0.12% | Add +0.3% | 5,497,947 | $520.4M |
| Northwestern Mutual Wealth Management Co. | 0.50% | Add +82.4% | 5,159,859 | $488.4M |
| Blue Trust, Inc. | 6.53% | Add +9.7% | 4,899,206 | $463.8M |
| LPL Financial LLC | 0.15% | Add +14.9% | 2,935,252 | $277.9M |
| Bank of Montreal | 0.09% | Add +25.5% | 2,838,033 | $268.8M |
| Nationwide Fund Advisors | 29.06% | Add +8.1% | 2,834,331 | $268.3M |
| Members Trust Co | 7.86% | Reduce -15.8% | 2,783,495 | $263.5M |
| BlackRock Inc. | 0.01% | Reduce -36.7% | 2,525,128 | $239.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.91% | Reduce -1.5% | 2,502,031 | $236.8M |
| Citadel Advisors | 0.20% | Add +176.7% | 2,109,057 | $199.6M |
| Wells Fargo & Company | 0.05% | Reduce -5.3% | 1,964,956 | $186.0M |
| Alliancebernstein L.P. | 0.07% | Add +2.3% | 1,947,770 | $184.4M |
| Baird Financial Group, Inc. | 0.39% | Add +12.9% | 1,945,098 | $184.1M |
| Mariner, LLC | 0.37% | Add +7.7% | 1,893,256 | $179.2M |
| Perella Weinberg Partners Capital Management LP | 17.72% | Reduce -16.0% | 1,858,241 | $175.9M |
| Janney Montgomery Scott LLC | 0.52% | Add +33.4% | 1,833,802 | $173.6M |
| Wealthcare Capital Management LLC | 18.64% | Reduce -36.5% | 1,773,155 | $167.8M |
| Raymond James Financial Services Advisors, Inc. | 0.23% | Add +1.3% | 1,667,917 | $157.9M |
| Truist Financial Corp. | 0.24% | Add +5.6% | 1,649,692 | $156.2M |
| Capitolis Liquid Global Markets LLC | 1.99% | Reduce -27.1% | 1,313,000 | $124.3M |
| Armstrong Advisory Group, Inc. | 11.72% | No change | 1,252,912 | $120.8M |
| WestEnd Advisors, LLC | 2.95% | Add +41.7% | 1,204,451 | $114.0M |
| Coldstream Capital Management Inc. | 2.86% | Add +218.7% | 1,191,073 | $112.7M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Add +20.9% | 1,168,216 | $110.6M |
| Citigroup Inc. | 0.12% | Add +144.2% | 1,143,719 | $108.3M |
| Juniper Hill Capital Management LP | 27.85% | No change | 1,103,695 | $104.5M |
| Stifel Financial Corp. | 0.11% | Add +3.4% | 981,519 | $92.9M |
| Victory Capital Management Inc. | 0.08% | Add +10.4% | 884,153 | $83.7M |
| HSBC Holdings PLC | 0.06% | Reduce -29.9% | 867,476 | $82.2M |
| Parallax Volatility Advisers, L.P. | 2.70% | New | 860,479 | $81.5M |
| Bogart Wealth, LLC | 4.00% | Add +13.9% | 820,434 | $77.7M |
| Cerity Partners LLC | 0.19% | Reduce -0.9% | 777,303 | $73.5M |
| Ally Invest Advisors Inc. | 7.29% | Add +2.7% | 775,682 | $73.4M |
| 3EDGE Asset Management, LP | 5.54% | Reduce -2.0% | 751,018 | $71.1M |
| Partners Capital Investment Group, LLP | 2.10% | Reduce -6.6% | 740,085 | $70.1M |
| Avalon Advisory Group | 32.57% | Add +5.4% | 710,646 | $67.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -33.1% | 700,368 | $66.3M |
| Cambridge Trust Co. | 2.47% | Add +8.3% | 689,877 | $65.3M |
| III Capital Management | 25.67% | New | 668,200 | $63.3M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -4.3% | 665,637 | $63.0M |
| HighTower Advisors, LLC | 0.10% | Add +18.7% | 661,677 | $62.6M |
| Sumitomo Mitsui Financial Group, Inc. | 1.85% | Add +4.5% | 628,917 | $59.5M |
| Royal Bank of Canada | 0.01% | Reduce -39.2% | 615,715 | $58.3M |
| Focus Partners Wealth | 0.45% | Add +3912.8% | 585,874 | $55.5M |
| Atria Wealth Solutions, Inc. | 0.58% | Add +48.3% | 544,124 | $51.5M |
| TruWealth Advisors, LLC | 3.50% | Add +6.1% | 530,749 | $50.2M |
| Cetera Investment Advisers | 0.11% | Add +206.7% | 511,256 | $48.4M |
| Rockefeller Capital Management L.P. | 0.14% | Add +21.8% | 507,910 | $48.0M |
| Spire Wealth Management | 0.86% | Add +8.6% | 113,606 | $46.7M |
| Wealthcare Advisory Partners LLC | 1.51% | Add +9.6% | 485,312 | $45.9M |
| Relative Value Partners Group, LLC | 2.85% | Reduce -0.1% | 469,676 | $45.3M |
| Barings LLC | 1.08% | No change | 451,067 | $42.7M |
| Advisor OS, LLC | 4.86% | Add +4.9% | 446,990 | $42.3M |
| Patton Fund Management, Inc. | 7.63% | Add +11.9% | 444,352 | $42.1M |
| EHP Funds Inc. | 28.06% | Add +1542.2% | 428,600 | $40.6M |
| Ironwood Wealth Management, LLC. | 13.00% | Add +2.1% | 423,641 | $40.1M |
| Assetmark, Inc. | 0.12% | Add +28.4% | 403,766 | $38.2M |
| Syon Capital LLC | 3.60% | Add +0.6% | 401,731 | $38.0M |
| Twele Capital Management, Inc. | 8.59% | Add +6.5% | 400,910 | $38.0M |
| Clarity Financial LLC | 5.86% | Add +3940.6% | 399,296 | $37.8M |
| Prime Capital Investment Advisors, LLC | 0.53% | Add +14.3% | 397,506 | $37.6M |
| Beacon Wealthcare LLC | 16.95% | Reduce -5.6% | 392,663 | $37.2M |
| Harvest Portfolios Group Inc. | 1.43% | New | 386,152 | $36.6M |
| SG Americas Securities, LLC | 0.19% | Add +191.8% | 378,205 | $35.8M |
| MML Investors Services, LLC | 0.15% | Reduce -42.0% | 375,714 | $35.6M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Reduce -0.8% | 371,697 | $35.2M |
| Rafferty Asset Management, LLC | 0.13% | Reduce -19.7% | 362,858 | $34.3M |
| MJP Associates Inc. | 7.37% | Add +11.9% | 357,684 | $33.9M |
| Sompo Asset Management Co., Ltd. | 5.39% | Add +13.9% | 348,203 | $33.0M |
| Barclays PLC | 0.01% | Add +642.4% | 342,670 | $32.4M |
| Banco Santander, S.A. | 0.39% | Reduce -29.0% | 341,665 | $32.3M |
| Deutsche Bank AG | 0.01% | Add +891.6% | 333,417 | $31.6M |
| Brown Advisory Inc. | 0.04% | Add +4.6% | 332,192 | $31.4M |
| Eight 31 Financial, LLC | 19.62% | Add +19.9% | 329,633 | $31.2M |
| Raub Brock Capital Management LP | 6.59% | Reduce -3.2% | 328,575 | $31.1M |
| Tobias Financial Advisors, Inc. | 6.82% | Add +6.8% | 318,194 | $30.1M |
| Community Financial Services Group, LLC | 6.74% | — | 312,703 | $29.6M |
| Leo Wealth, LLC | 3.02% | Add +10.6% | 314,764 | $29.5M |
| LifeGuide Financial Advisors, LLC | 14.23% | Add +12.4% | 298,546 | $28.3M |
| Osaic Holdings, Inc. | 0.06% | Reduce -24.8% | 297,725 | $28.2M |
| Brookstone Capital Management | 0.50% | Add +309.0% | 293,892 | $27.8M |
| Prudent Investors Network, Inc. | 10.37% | — | 290,670 | $27.5M |
| Sachem Hill LLC | 6.43% | Add +5.0% | 289,702 | $27.4M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +8.8% | 288,523 | $27.3M |
| Greenwood Gearhart LLC | 2.65% | Add +37.2% | 287,075 | $27.2M |
| Johns Hopkins University | 1.06% | No change | 286,376 | $27.1M |
| GenWealth Group, Inc. | 6.79% | Add +12.7% | 284,804 | $27.0M |
| Thrivent Financial for Lutherans | 0.05% | Add +944.0% | 272,966 | $25.8M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +7.9% | 271,568 | $25.7M |
| Flputnam Investment Management Co. | 0.54% | Add +14.0% | 268,295 | $25.4M |
| Strategic Point Investment Advisors, LLC | 4.52% | Add +2.4% | 263,198 | $24.9M |
| TTP Investments, Inc. | 10.82% | Add +73.8% | 261,230 | $24.7M |
| Focus Financial Network, Inc. | 1.18% | — | 264,483 | $24.2M |
| Schroder Investment Management Group | 0.03% | Add +39.0% | 255,199 | $24.2M |
| WCG Wealth Advisors LLC | 1.96% | Reduce -2.0% | 247,956 | $23.5M |
| Corient Private Wealth LP | 0.04% | Add +681.2% | 247,552 | $23.4M |
| 1607 Capital Partners, LLC | 1.88% | Reduce -62.4% | 243,046 | $23.0M |
| MTC Wealth Management LLC | 10.37% | Reduce -20.2% | 238,389 | $22.6M |
| One Day In July LLC | 2.78% | Reduce -28.1% | 220,923 | $20.9M |
| Pinnacle Financial Partners Inc | 0.45% | Add +3353.4% | 217,809 | $20.6M |
| West Paces Advisors Inc. | 5.42% | Add +2.4% | 217,128 | $20.6M |
| Tanglewood Wealth Management, Inc. | 2.46% | Reduce -64.0% | 209,971 | $19.9M |
| Mirabaud & Cie SA | 6.79% | Add +1.1% | 202,344 | $19.2M |
| Townsquare Capital LLC | 0.28% | Reduce -8.8% | 199,304 | $18.9M |
| Pallas Capital Advisors LLC | 0.78% | New | 197,781 | $18.7M |
| Nottingham Advisors, Inc. | 2.25% | Add +350.4% | 193,851 | $18.3M |
| Wealth Management Resources, Inc. | 5.13% | Add +5.5% | 193,652 | $18.3M |
| Cambridge Associates LLC /Ma/ | 0.98% | Reduce -19.1% | 192,708 | $18.2M |
| Jane Street Group, LLC | 0.02% | Reduce -51.8% | 190,342 | $18.0M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -30.4% | 189,297 | $17.9M |
| Heck Capital Advisors, LLC | 2.71% | Add +97.2% | 187,749 | $17.8M |
| Institutional & Family Asset Management, LLC | 2.82% | Reduce -16.1% | 186,144 | $17.6M |
| Private Portfolio Partners LLC | 3.66% | Add +7.0% | 185,545 | $17.6M |
| Portland Global Advisors LLC | 2.37% | Reduce -2.3% | 183,698 | $17.4M |
| Equitable Holdings, Inc. | 0.20% | Add +72.2% | 183,356 | $17.4M |
| Financial & Tax Architects, LLC | 4.76% | New | 182,722 | $17.3M |
| Insight Wealth Strategies, LLC | 2.49% | Reduce -12.9% | 179,502 | $17.0M |
| William Howard & Co Financial Advisors Inc | 15.69% | — | 176,781 | $16.7M |
| Blue Edge Capital, LLC | 2.80% | Add +2.4% | 176,623 | $16.7M |
| Anchor Capital Advisors LLC | 0.44% | Reduce -3.1% | 176,477 | $16.7M |
| Atlas Private Wealth Advisors | 5.55% | New | 175,559 | $16.6M |
| Trustmark Bank Trust Department | 1.35% | Add +58.2% | 175,034 | $16.6M |
| TD Private Client Wealth LLC | 0.52% | Add +9.5% | 168,838 | $16.0M |
| Presidio Capital Management, LLC | 11.62% | Add +46.9% | 168,403 | $15.9M |
| BNP Paribas Financial Markets | 0.02% | Reduce -4.3% | 168,252 | $15.9M |
| Simplex Trading, LLC | 0.46% | Add +43.5% | 167,310 | $15.8M |
| Edmonds Duncan Registered Investment Advisors, LLC | 3.92% | Add +1.9% | 165,207 | $15.6M |
| Amundi | 0.01% | Reduce -1.0% | 170,500 | $15.6M |
| Act Two Investors LLC | 3.13% | Add +4.2% | 164,711 | $15.6M |
| Madison Asset Management, LLC | 0.19% | Reduce -60.6% | 162,681 | $15.4M |
| Susquehanna International Group, LLP | 0.02% | Add +208.5% | 159,430 | $15.1M |
| Sun Life Financial Inc. | 0.94% | New | 152,000 | $15.0M |
| O'shaughnessy Asset Management, LLC | 0.17% | Add +302.6% | 157,532 | $14.9M |
| US Bancorp \de | 0.02% | Add +9.1% | 156,039 | $14.8M |
| Middleton & Co. Inc. | 1.68% | Add +19.5% | 154,093 | $14.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +0.7% | 153,482 | $14.5M |
| Summit Asset Management, LLC | 1.71% | Add +11.1% | 152,605 | $14.4M |
| Willis Johnson & Associates, Inc. | 1.23% | Add +5.2% | 149,084 | $14.1M |
| Ogorek Anthony Joseph /NY/ | 4.88% | Add +1.0% | 148,278 | $14.0M |
| 49 Wealth Management, LLC | 2.99% | Add +9.2% | 149,230 | $14.0M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -9.7% | 146,508 | $13.9M |
| Retirement Financial Solutions, LLC | 7.06% | Add +5.8% | 145,001 | $13.7M |
| Avantax Advisory Services, Inc. | 0.12% | Add +8.0% | 144,060 | $13.6M |
| Kaydan Wealth Management, Inc. | 4.61% | New | 142,718 | $13.5M |
| Kingsview Wealth Management, LLC | 0.34% | Reduce -3.6% | 142,219 | $13.5M |
| First Trust Advisors LP | 0.01% | Add +14.4% | 141,941 | $13.4M |
| Pineridge Advisors LLC | 4.65% | Reduce -1.6% | 139,737 | $13.2M |
| First Foundation Advisors | 0.53% | Add +31.5% | 139,704 | $13.2M |
| Wellspring Financial Advisors, LLC | 2.07% | Add +44.9% | 138,306 | $13.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +33.5% | 224,411 | $13.0M |
| Private Advisor Group, LLC | 0.09% | Add +51.7% | 136,677 | $12.9M |
| Bank of New York Mellon Corp | 0.00% | Add +29.5% | 136,560 | $12.9M |
| Ssi Investment Management LLC | 5.01% | Reduce -0.1% | 133,704 | $12.7M |
| Comerica Bank | 0.05% | Add +11.1% | 133,422 | $12.6M |
| Arete Wealth Advisors, LLC | 1.15% | Add +4.5% | 131,858 | $12.5M |
| ArchPoint Investors | 5.24% | New | 131,500 | $12.4M |
| GDS Wealth Management | 1.46% | Add +18.5% | 131,283 | $12.4M |
| Haverford Trust Co | 0.13% | Add +7.3% | 130,770 | $12.4M |
| Perigon Wealth Management, LLC | 0.37% | Add +73.7% | 127,991 | $12.1M |
| Sinecera Capital, LLC | 16.47% | Reduce -6.4% | 122,274 | $11.9M |
| MY Wealth Management Inc. | 13.03% | New | 124,753 | $11.8M |
| Bison Wealth, LLC | 1.90% | Add +423.7% | 123,556 | $11.7M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.94% | Add +78.5% | 122,750 | $11.6M |
| IPG Investment Advisors LLC | 2.50% | Reduce -0.4% | 120,914 | $11.4M |
| Second Half Financial Partners, LLC | 5.05% | Reduce -3.7% | 119,853 | $11.3M |
| Principle Wealth Partners LLC | 0.88% | Add +4.6% | 118,858 | $11.3M |
| Hantz Financial Services, Inc. | 0.22% | Reduce -61.2% | 117,566 | $11.1M |
| Cibc World Market Inc. | 0.03% | Reduce -11.1% | 115,506 | $10.9M |
| Ashford Capital Management Inc. | 1.44% | Add +16.2% | 112,173 | $10.6M |
| Ritholtz Wealth Management | 0.36% | New | 110,715 | $10.5M |
| 9258 Wealth Management, LLC | 1.62% | Add +1.3% | 109,959 | $10.4M |
| National Philanthropic Trust | 0.22% | New | 108,413 | $10.3M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +37.3% | 107,551 | $10.2M |
| Orion Portfolio Solutions, LLC | 0.11% | Add +37.3% | 107,551 | $10.2M |
| Janney Capital Management LLC | 0.67% | Reduce -1.5% | 107,210 | $10.1M |
| Rain Capital Management, LLC | 6.72% | Add +1.8% | 105,926 | $10.0M |
| Aveo Capital Partners, LLC | 1.09% | Reduce -34.8% | 107,774 | $10.0M |
| NewEdge Advisors, LLC | 0.09% | Add +7.8% | 104,852 | $9.9M |
| Nvwm, LLC | 2.71% | Add +9.4% | 104,236 | $9.9M |
| Hudock, Inc. | 2.13% | Reduce -0.2% | 101,954 | $9.7M |
| Dimension Capital Management LLC | 1.86% | Reduce -9.9% | 98,294 | $9.3M |
| Integrated Wealth Concepts LLC | 0.13% | Add +12.0% | 97,942 | $9.3M |
| Pinnacle Associates Ltd. | 0.15% | Add +9.3% | 97,370 | $9.2M |
| Systelligence, LLC | 2.39% | No change | 96,738 | $9.2M |
| Summit Wealth Partners, LLC | 1.93% | Add +5.5% | 95,610 | $9.1M |
| U.S. Capital Wealth Advisors, LLC | 0.35% | Reduce -15.5% | 94,789 | $9.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.10% | Add +137.7% | 93,317 | $8.8M |
| Money Concepts Capital Corp. | 0.81% | Add +89.3% | 92,800 | $8.8M |
| Little House Capital LLC | 2.73% | New | 86,978 | $8.2M |
| Palumbo Wealth Management LLC | 3.67% | Reduce -3.4% | 86,695 | $8.2M |
| Oliver Lagore Vanvalin Investment Group | 2.44% | Add +48.3% | 85,792 | $8.1M |
| Paragon Capital Management Inc. | 5.96% | Add +0.4% | 84,114 | $8.0M |
| Liquid Strategies, LLC | 2.05% | New | 83,589 | $7.9M |
| Kensington Asset Management, LLC | 0.40% | New | 83,589 | $7.9M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -19.0% | 83,027 | $7.9M |
| Bailard, Inc. | 0.22% | New | 82,419 | $7.8M |
| Mason & Associates Inc | 2.07% | New | 82,092 | $7.8M |
| Dynamic Wealth Strategies, LLC | 6.52% | Add +35.1% | 80,584 | $7.6M |
| Integrated Advisors Network LLC | 0.38% | Add +6.3% | 78,334 | $7.4M |
| Executive Wealth Management, LLC | 0.63% | Add +10.4% | 77,059 | $7.2M |
| TAP Consulting, LLC | 1.58% | Add +1.6% | 76,047 | $7.2M |
| SkyOak Wealth, LLC | 1.71% | Add +17.2% | 75,258 | $7.1M |
| Boothbay Fund Management, LLC | 0.22% | Add +69.2% | 74,352 | $7.0M |
| Smith Salley Wealth Management | 0.54% | Reduce -14.0% | 74,034 | $7.0M |
| Compass Financial Group, Inc. | 3.73% | Reduce -0.2% | 73,994 | $7.0M |
| Atria Investments, Inc | 0.10% | Add +10.8% | 73,343 | $6.9M |
| Foundry Financial Group, Inc. | 4.95% | Add +52.6% | 73,262 | $6.9M |
| Quaker Wealth Management, LLC | 2.77% | New | 72,023 | $6.8M |
| RPg Family Wealth Advisory, LLC | 2.15% | Reduce -1.0% | 71,673 | $6.8M |
| Centiva Capital, LP | 0.41% | New | 71,260 | $6.7M |
| Fullerton Fund Management Co Ltd. | 0.32% | Add +72.3% | 71,214 | $6.7M |
| Chicago Partners Investment Group LLC | 0.29% | Add +8.7% | 73,113 | $6.7M |
| Mutual Advisors, LLC | 0.21% | Add +22.4% | 69,733 | $6.6M |
| AIA Group Ltd | 0.21% | Reduce -32.9% | 69,500 | $6.6M |
| IFP Advisors, Inc | 0.29% | Add +26.2% | 69,413 | $6.6M |
| Crescent Grove Advisors, LLC | 0.68% | Reduce -19.7% | 69,305 | $6.6M |
| Central Pacific Bank - Trust Division | 0.85% | — | 69,581 | $6.5M |
| Scotia Capital Inc. | 0.04% | Add +42.5% | 68,540 | $6.5M |
| Transamerica Financial Advisors, LLC | 0.66% | Add +3.8% | 68,424 | $6.5M |
| Madrona Financial Services, LLC | 2.23% | Add +40.6% | 67,722 | $6.4M |
| First Financial Bank - Trust Division | 0.62% | Reduce -10.2% | 67,683 | $6.4M |
| Semmax Financial Advisors Inc. | 2.10% | Add +4.2% | 68,847 | $6.4M |
| Cwm, LLC | 0.03% | Reduce -33.9% | 66,759 | $6.3M |
| Premier Path Wealth Partners, LLC | 1.19% | Add +1293.6% | 67,227 | $6.3M |
| Financial Advisory Group | 1.11% | Add +2.7% | 66,408 | $6.3M |
| Bulltick Wealth Management, LLC | 1.30% | Reduce -45.3% | 65,808 | $6.2M |
| Arvest Investments, Inc. | 0.99% | Reduce -17.5% | 65,731 | $6.2M |
| Keel Point, LLC | 0.64% | Add +29.3% | 65,582 | $6.2M |
| Litman Gregory Wealth Management LLC | 0.56% | Add +3.4% | 64,938 | $6.1M |
| Edmond DE Rothschild Holding S.A. | 0.10% | Add +3.0% | 64,712 | $6.1M |
| Pictet North America Advisors SA | 0.68% | Reduce -56.6% | 64,484 | $6.1M |
| Creative Planning | 0.01% | Add +71.6% | 63,784 | $6.0M |
| Sigma Planning Corp | 0.19% | Add +321.1% | 63,748 | $6.0M |
| Exchange Traded Concepts, LLC | 0.15% | Add +152.0% | 63,245 | $6.0M |
| Pacific Wealth Management | 3.34% | No change | 60,790 | $5.9M |
| Lincoln National Corp. | 0.09% | Add +19.7% | 61,352 | $5.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.62% | Add +10.9% | 61,093 | $5.8M |
| Higgins & Schmidt Wealth Strategies LLC | 4.20% | Add +3.8% | 60,104 | $5.7M |
| Custos Family Office, LLC | 2.91% | Add +4.0% | 59,636 | $5.6M |
| Fifth Third Bancorp | 0.02% | Reduce -18.8% | 57,930 | $5.5M |
| DAVENPORT & Co LLC | 0.03% | Add +45.2% | 57,731 | $5.5M |
| Wunderlich Capital Managemnt | 2.39% | Reduce -4.7% | 56,088 | $5.3M |
| IFG Advisory, LLC | 0.40% | Add +1775.3% | 55,921 | $5.3M |
| Almanack Investment Partners, LLC. | 0.90% | Add +10.5% | 55,878 | $5.3M |
| Alternative Investment Advisors, LLC. | 3.11% | Add +1.0% | 55,248 | $5.2M |
| First Hawaiian Bank | 0.16% | Reduce -0.8% | 54,213 | $5.1M |
| Betterment LLC | 0.01% | Reduce -30.6% | 53,952 | $5.1M |
| Cresset Asset Management, LLC | 0.02% | Reduce -42.2% | 53,574 | $5.1M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +26.4% | 53,216 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -12.4% | 52,766 | $5.0M |
| Forza Wealth Management, LLC | 2.58% | Add +8.9% | 52,494 | $5.0M |
| Prudential PLC | 0.04% | Add +42.8% | 51,700 | $4.9M |
| Raymond James Trust N.A. | 0.12% | Add +18.3% | 51,605 | $4.9M |
| Level Four Advisory Services, LLC | 0.27% | No change | 50,161 | $4.8M |
| Rothschild Wealth LLC | 1.70% | — | 51,011 | $4.8M |
| Graybill Wealth Management, LTD. | 2.01% | Add +2.3% | 50,453 | $4.8M |
| Marex Group Ltd | 0.15% | New | 49,957 | $4.7M |
| Global Retirement Partners, LLC | 0.17% | Reduce -7.6% | 49,441 | $4.7M |
| Centric Wealth Management | 1.48% | Reduce -11.1% | 50,917 | $4.7M |
| Leuthold Group, LLC | 0.51% | Add +59.8% | 48,204 | $4.6M |
| SPC Financial, Inc. | 0.43% | New | 47,946 | $4.5M |
| Sourcerock Group LLC | 0.36% | Add +10.0% | 47,794 | $4.5M |
| GeoWealth Management, LLC | 0.17% | Add +22.3% | 47,679 | $4.5M |
| PFG Advisors | 0.33% | Add +2.7% | 47,403 | $4.5M |
| Spreng Capital Management, Inc. | 2.37% | Reduce -5.5% | 46,462 | $4.4M |
| Retirement Systems of Alabama | 0.02% | No change | 46,175 | $4.4M |
| Prudential Financial Inc. | 0.01% | Add +44.0% | 45,954 | $4.3M |
| TD Waterhouse Canada Inc. | 0.03% | Add +16.3% | 45,944 | $4.3M |
| Lake Hills Wealth Management, LLC | 3.90% | New | 45,744 | $4.3M |
| HC Advisors, LLC | 2.06% | Add +10.9% | 45,568 | $4.3M |
| Lido Advisors, LLC | 0.04% | Add +13.3% | 45,425 | $4.3M |
| Stordahl Capital Management, Inc. | 1.07% | No change | 45,174 | $4.3M |
| Modern Wealth Management, LLC | 0.40% | Add +8.2% | 45,106 | $4.3M |
| National Bank of Canada | 0.01% | Reduce -1.9% | 46,067 | $4.3M |
| TrinityPoint Wealth, LLC | 0.70% | Add +33.8% | 44,663 | $4.2M |
| RPG Investment Advisory, LLC | 0.63% | Reduce -19.7% | 44,556 | $4.2M |
| Boltwood Capital Management | 1.30% | Reduce -4.0% | 44,345 | $4.2M |
| Stephens Inc. | 0.06% | Add +38.4% | 44,053 | $4.2M |
| Bright Futures Wealth Management, LLC. | 2.21% | — | 43,274 | $4.1M |
| Forte Asset Management LLC | 2.47% | Add +14.7% | 42,974 | $4.1M |
| White Pine Investment CO | 1.20% | Add +5.5% | 42,889 | $4.1M |
| Krilogy Financial LLC | 0.31% | Reduce -12.0% | 42,832 | $4.1M |
| Meridian Management Co. | 1.10% | Add +3.7% | 42,658 | $4.0M |
| Fulton Breakefield Broenniman LLC | 0.31% | Reduce -22.1% | 42,274 | $4.0M |
| AMG National Trust Bank | 0.12% | Add +12.5% | 41,846 | $4.0M |
| UG Investment Advisers Ltd. | 1.31% | New | 41,600 | $3.9M |
| Keybank National Association | 0.02% | Reduce -75.0% | 41,220 | $3.9M |
| Geneos Wealth Management Inc. | 0.18% | Add +4.0% | 40,631 | $3.8M |
| GenTrust, LLC | 0.24% | Reduce -4.0% | 40,577 | $3.8M |
| Synovus Financial Corp. | 0.05% | Reduce -41.7% | 40,451 | $3.8M |
| Christensen, King & Associates Investment Services, Inc. | 1.90% | Add +18.2% | 40,124 | $3.8M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +226.8% | 40,124 | $3.8M |
| 1832 Asset Management L.P. | 0.01% | Add +3.0% | 39,662 | $3.8M |
| Aspire Capital Advisors LLC | 1.25% | New | 39,195 | $3.7M |
| Advisory Services Network, LLC | 0.08% | Reduce -27.7% | 38,658 | $3.7M |
| Walleye Capital LLC | 0.04% | Reduce -97.0% | 37,967 | $3.6M |
| Portside Wealth Group, LLC | 0.66% | Reduce -33.7% | 37,929 | $3.6M |
| Advisory Alpha, LLC | 0.15% | Reduce -0.9% | 37,827 | $3.6M |
| Wealth Alliance, LLC | 0.47% | New | 37,744 | $3.6M |
| Sage Advisory Services, Ltd.Co. | 0.97% | Reduce -0.3% | 37,701 | $3.6M |
| Meeder Asset Management Inc. | 0.22% | Add +3.3% | 37,495 | $3.5M |
| Weaver Capital Management LLC | 0.98% | Reduce -2.2% | 36,538 | $3.5M |
| ABLE Financial Group, LLC | 1.35% | Add +309.3% | 36,398 | $3.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +14.9% | 36,231 | $3.4M |
| Beirne Wealth Consulting Services, LLC | 1.40% | Reduce -3.7% | 34,934 | $3.3M |
| Summit Financial, LLC | 0.20% | Add +3.4% | 34,878 | $3.3M |
| 1620 Investment Advisors, Inc. | 3.30% | Add +3.2% | 34,661 | $3.3M |
| Retirement Income Solutions, Inc. | 0.74% | Reduce -9.6% | 34,653 | $3.3M |
| Black Maple Capital Management LP | 2.18% | No change | 34,500 | $3.3M |
| First National Bank of Omaha | 0.22% | Add +54.1% | 34,123 | $3.3M |
| Prospera Financial Services Inc | 0.10% | Reduce -1.8% | 34,362 | $3.3M |
| Meridian Wealth Management, LLC | 0.54% | New | 34,350 | $3.3M |
| Principal Securities, Inc. | 0.10% | Add +30.6% | 34,307 | $3.2M |
| Advance Capital Management, Inc. | 0.22% | Reduce -96.1% | 34,243 | $3.2M |
| James Investment Research, Inc. | 0.38% | Reduce -2.3% | 33,877 | $3.2M |
| Transcend Capital Advisors, LLC | 0.25% | Add +48.8% | 33,551 | $3.2M |
| One Degree Advisors Inc | 1.58% | Add +0.4% | 33,538 | $3.2M |
| Asset Management Group, Inc. | 0.48% | Add +0.5% | 33,394 | $3.2M |
| ICA Group Wealth Management, LLC | 0.63% | Add +11.2% | 33,317 | $3.2M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -50.4% | 32,947 | $3.1M |
| Dorsey Wright & Associates | 0.81% | Add +18.6% | 32,775 | $3.1M |
| Park Avenue Securities LLC | 0.04% | Add +115.4% | 32,733 | $3.1M |
| Alliance Wealth Advisors, LLC | 0.91% | Add +15.5% | 32,287 | $3.1M |
| Capital Analysts, LLC | 0.14% | Add +11.9% | 32,211 | $3.0M |
| SevenBridge Financial Group, LLC | 0.69% | Reduce -22.6% | 32,944 | $3.0M |
| OLIO Financial Planning | 1.28% | No change | 31,460 | $3.0M |
| Sykon Capital LLC | 1.10% | Add +154.1% | 32,082 | $3.0M |
| Greatmark Investment Partners, Inc. | 0.43% | Add +5.3% | 31,931 | $3.0M |
| Nations Financial Group Inc, /Ia/ | 0.25% | Add +20.8% | 31,793 | $3.0M |
| Freedom Investment Management, Inc. | 0.24% | Reduce -13.6% | 31,409 | $3.0M |
| Guidance Capital, Inc. | 1.09% | Add +97.9% | 32,408 | $3.0M |
| Israel Discount Bank of New York | 3.70% | Reduce -25.8% | 31,338 | $3.0M |
| Andina Capital Management, LLC | 2.31% | Add +15.5% | 31,213 | $3.0M |
| Country Club Bank | 0.21% | Add +14.2% | 31,069 | $2.9M |
| RiverFront Investment Group, LLC | 0.08% | Reduce -2.2% | 31,038 | $2.9M |
| Values First Advisors, Inc. | 1.72% | Add +8.9% | 30,913 | $2.9M |
| First American Trust, FSB | 0.30% | Reduce -72.9% | 30,440 | $2.9M |
| Archer Investment Corp | 0.85% | Reduce -3.6% | 29,787 | $2.8M |
| Guggenheim Capital LLC | 0.02% | No change | 29,604 | $2.8M |
| Global Endowment Management, LP | 0.29% | No change | 29,260 | $2.8M |
| Commerce Bank | 0.02% | Add +25.6% | 28,973 | $2.7M |
| Signet Financial Management, LLC | 0.38% | Add +8.2% | 28,914 | $2.7M |
| Belpointe Asset Management LLC | 0.20% | Add +3.7% | 28,883 | $2.7M |
| Marquette Associates, Inc. | 1.93% | No change | 28,850 | $2.7M |
| Capital Investment Advisory Services, LLC | 0.29% | Reduce -37.8% | 28,657 | $2.7M |
| AE Wealth Management LLC | 0.03% | Reduce -93.6% | 28,522 | $2.7M |
| Certus Wealth Management, LLC | 2.14% | Add +56.6% | 29,038 | $2.7M |
| Silverleafe Capital Partners, LLC | 1.09% | Add +0.2% | 27,970 | $2.6M |
| Cypress Capital, LLC | 0.72% | Reduce -8.2% | 27,849 | $2.6M |
| Ballew Advisors, Inc | 1.81% | Add +41.2% | 28,541 | $2.6M |
| WealthCare Investment Partners, LLC | 1.27% | Reduce -8.7% | 27,674 | $2.6M |
| Beam Wealth Advisors, Inc. | 1.54% | New | 27,079 | $2.6M |
| Alhambra Investment Management LLC | 1.39% | Add +2.7% | 26,787 | $2.5M |
| Johnson Financial Group, Inc. | 0.14% | Reduce -5.6% | 26,667 | $2.5M |
| Fifth Third Securities, Inc. | 0.24% | Reduce -6.1% | 26,624 | $2.5M |
| Bryn Mawr Trust Advisors, LLC | 0.14% | Add +13.4% | 26,488 | $2.5M |
| Vision Capital Management, Inc. | 0.36% | Add +9.7% | 25,814 | $2.4M |
| Quattro Financial Advisors LLC | 0.69% | Add +26774.0% | 25,799 | $2.4M |
| ETF Store, Inc. | 1.39% | Add +15.6% | 25,711 | $2.4M |
| Boyce & Associates Wealth Consulting, Inc. | 3.14% | Reduce -27.7% | 25,660 | $2.4M |
| WESPAC Advisors, LLC | 1.41% | Add +6.1% | 25,504 | $2.4M |
| Itau Unibanco Holding S.A. | 0.10% | No change | 13,688 | $2.4M |
| DDD Partners, LLC | 0.29% | New | 25,058 | $2.4M |
| TCP Asset Management, LLC | 0.62% | Reduce -12.8% | 24,868 | $2.4M |
| Simplicity Wealth,LLC | 0.06% | Add +116.8% | 24,764 | $2.3M |
| Legacy Private Trust Co. | 0.17% | Reduce -11.3% | 24,364 | $2.3M |
| Independent Family Office, LLC | 1.24% | Add +1.2% | 24,322 | $2.3M |
| Tennessee Valley Asset Management Partners | 0.55% | Add +1.4% | 24,048 | $2.3M |
| Canal Capital Management, LLC | 0.38% | Reduce -87.2% | 23,998 | $2.3M |
| Burns Matteson Capital Management, LLC | 1.46% | New | 23,906 | $2.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Reduce -0.5% | 23,808 | $2.3M |
| Mount Lucas Management LP | 0.75% | Reduce -34.9% | 23,571 | $2.2M |
| Robinson Value Management, Ltd. | 1.46% | Add +8.3% | 23,019 | $2.2M |
| Hollencrest Capital Management | 0.10% | Reduce -2.3% | 22,585 | $2.1M |
| Wallace Advisory Group, LLC | 1.58% | Reduce -16.2% | 21,863 | $2.1M |
| American International Group, Inc. | 0.01% | No change | 22,100 | $2.1M |
| NorthCoast Asset Management LLC | 0.03% | New | 22,061 | $2.1M |
| Penserra Capital Management LLC | 0.03% | New | 21,600 | $2.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Reduce -45.7% | 21,554 | $2.0M |
| Spotlight Asset Group, Inc. | 1.46% | Add +1.7% | 21,520 | $2.0M |
| Intrua Financial, LLC | 0.32% | New | 21,445 | $2.0M |
| Family Firm, Inc. | 0.49% | Add +0.5% | 21,432 | $2.0M |
| Circle Wealth Management, LLC | 0.05% | Reduce -8.5% | 21,143 | $2.0M |
| Lewis Asset Management, LLC | 1.64% | Add +6.7% | 21,026 | $2.0M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -3.3% | 20,846 | $2.0M |
| First Community Trust NA | 1.79% | No change | 20,075 | $1.9M |
| FreeGulliver LLC | 1.69% | New | 20,038 | $1.9M |
| Credit Suisse AG/ | 0.00% | Add +347.5% | 19,959 | $1.9M |
| Biltmore Wealth Management, LLC | 0.90% | No change | 19,520 | $1.9M |
| Concourse Financial Group Securities, Inc. | 0.12% | Add +369.9% | 19,210 | $1.8M |
| Hilltop Holdings Inc. | 0.20% | Add +14.5% | 19,129 | $1.8M |
| Sowell Financial Services LLC | 0.09% | Reduce -2.4% | 19,096 | $1.8M |
| Access Financial Services, Inc. | 0.80% | Reduce -20.5% | 18,879 | $1.8M |
| Verus Capital Partners, LLC | 0.20% | Reduce -19.5% | 18,795 | $1.8M |
| Crabel Capital Management, LLC | 1.55% | Reduce -57.6% | 18,774 | $1.8M |
| Warner Financial, Inc. | 0.88% | Add +26.3% | 18,496 | $1.8M |
| Prosperity Consulting Group, LLC | 0.22% | New | 18,340 | $1.7M |
| waypoint wealth counsel | 1.33% | Add +65.5% | 18,225 | $1.7M |
| Carr Financial Group Corp | 0.57% | Add +12.4% | 18,166 | $1.7M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.70% | New | 18,018 | $1.7M |
| Paragon Private Wealth Management, LLC | 1.01% | Add +157.6% | 17,970 | $1.7M |
| Steward Partners Investment Solutions, LLC | 0.28% | New | 17,589 | $1.7M |
| Leavell Investment Management, Inc. | 0.10% | Add +1.6% | 17,457 | $1.7M |
| Picton Mahoney Asset Management | 0.07% | Reduce -5.4% | 17,370 | $1.6M |
| Atlas Brown,Inc. | 0.58% | Add +60.5% | 16,749 | $1.6M |
| WealthShield Partners, LLC | 0.26% | Reduce -19.7% | 16,686 | $1.6M |
| Rathbones Group PLC | 0.01% | Reduce -1.5% | 16,498 | $1.6M |
| SignalPoint Asset Management, LLC | 0.43% | Reduce -3.7% | 16,460 | $1.6M |
| Lincoln Capital Corp. | 0.68% | Add +8.0% | 16,392 | $1.6M |
| HCR Wealth Advisors | 0.23% | Add +4.5% | 16,245 | $1.5M |
| Mgo One Seven LLC | 0.08% | Reduce -20.2% | 16,236 | $1.5M |
| Baker Tilly Wealth Management, LLC | 0.28% | Reduce -10.3% | 16,219 | $1.5M |
| Moulton Wealth Management, Inc. | 1.60% | Reduce -72.2% | 16,122 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +43.1% | 16,465 | $1.5M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -2.3% | 16,025 | $1.5M |
| SimpliFi, Inc. | 0.69% | Add +26.2% | 15,920 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +81.2% | 15,911 | $1.5M |
| Verition Fund Management LLC | 0.02% | New | 15,850 | $1.5M |
| Savior LLC | 7.98% | Reduce -0.2% | 15,704 | $1.5M |
| Virtue Capital Management, LLC | 0.26% | Reduce -31.4% | 15,777 | $1.5M |
| Midwest Professional Planners, LTD. | 0.51% | Add +5.7% | 15,231 | $1.4M |
| Smartleaf Asset Management LLC | 0.28% | Add +4051.8% | 15,154 | $1.4M |
| Formidable Asset Management, LLC | 0.23% | Add +46.0% | 15,161 | $1.4M |
| New Potomac Partners, LLC | 0.77% | Add +11.9% | 14,628 | $1.4M |
| United Asset Strategies, Inc. | 0.14% | Add +1.4% | 14,536 | $1.4M |
| International Assets Investment Management, LLC | 0.14% | Add +5.8% | 14,642 | $1.4M |
| Canopy Partners, LLC | 0.67% | Reduce -6.6% | 14,436 | $1.4M |
| Strategic Blueprint, LLC | 0.10% | Add +33.5% | 14,434 | $1.4M |
| Karpus Management, Inc. | 0.04% | Reduce -34.6% | 14,420 | $1.4M |
| Hanover Advisors Inc. | 0.57% | Add +11.3% | 14,398 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +287.2% | 14,321 | $1.4M |
| Sound View Wealth Advisors Group, LLC | 0.14% | Add +346.0% | 13,553 | $1.3M |
| LFA - Lugano Financial Advisors SA | 0.93% | Reduce -6.4% | 13,529 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Add +3.6% | 13,416 | $1.3M |
| First Citizens Bank & Trust Co. | 0.02% | Add +42.1% | 13,390 | $1.3M |
| Checchi Capital Advisers, LLC | 0.10% | Add +0.0% | 13,300 | $1.3M |
| One Charles Private Wealth Services, LLC | 0.54% | Add +52.9% | 13,214 | $1.3M |
| Drive Wealth Management, LLC | 0.35% | Reduce -17.3% | 13,194 | $1.2M |
| JT Stratford LLC | 0.25% | Add +6.3% | 13,131 | $1.2M |
| Joule Financial, LLC | 0.51% | Add +15.0% | 12,958 | $1.2M |
| Narus Financial Partners, LLC | 0.52% | Add +1.2% | 12,905 | $1.2M |
| Future Financial Wealth Managment LLC | 0.94% | Add +1.9% | 12,872 | $1.2M |
| Cosner Financial Group, LLC | 0.87% | Add +0.2% | 12,846 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +21.2% | 12,800 | $1.2M |
| Cedar Brook Financial Partners, LLC | 0.24% | Add +3.1% | 12,751 | $1.2M |
| J. W. Coons Advisors, LLC | 0.21% | Add +3.0% | 12,614 | $1.2M |
| IHT Wealth Management, LLC | 0.05% | Reduce -9.9% | 12,509 | $1.2M |
| Hunting Hill Global Capital, LLC | 0.69% | Add +68.3% | 12,420 | $1.2M |
| Forefront Analytics, LLC | 0.57% | Reduce -0.8% | 12,399 | $1.2M |
| Adapt Wealth Advisors, LLC | 0.83% | — | 12,382 | $1.2M |
| Diversify Advisory Services, LLC | 0.07% | — | 12,495 | $1.2M |
| Lighthouse Investment Partners, LLC | 0.07% | Add +355.9% | 12,309 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -90.9% | 12,281 | $1.2M |
| Silver Oak Securities, Incorporated | 0.18% | Reduce -30.6% | 12,182 | $1.2M |
| Capital Asset Advisory Services LLC | 0.07% | Add +0.6% | 12,281 | $1.1M |
| Biondo Investment Advisors, LLC | 0.18% | Add +3.3% | 12,050 | $1.1M |
| Eagle Global Advisors LLC | 0.06% | Add +7.7% | 11,954 | $1.1M |
| Cordgrass Capital Advisors, LLC | 0.35% | Add +11.7% | 11,913 | $1.1M |
| Exencial Wealth Advisors, LLC | 0.04% | Reduce -9.0% | 11,777 | $1.1M |
| BayBridge Capital Group, LLC | 0.96% | Reduce -2.2% | 12,071 | $1.1M |
| Choate Investment Advisors | 0.03% | No change | 11,643 | $1.1M |
| Faithward Advisors, LLC | 0.20% | Add +8.9% | 11,643 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.06% | New | 11,289 | $1.1M |
| King Wealth Management Group | 0.19% | Reduce -7.8% | 11,216 | $1.1M |
| Boston Financial Mangement LLC | 0.03% | Reduce -1.7% | 11,131 | $1.1M |
| Continuum Advisory, LLC | 0.16% | Reduce -0.3% | 11,311 | $1.0M |
| American National Bank & Trust Co. | 0.25% | — | 11,072 | $1.0M |
| Kornitzer Capital Management Inc. | 0.02% | Add +4.0% | 11,003 | $1.0M |
| Vontobel Holding Ltd. | 0.01% | Add +2.8% | 10,852 | $1.0M |
| Chesley Taft & Associates LLC | 0.05% | Reduce -0.9% | 10,850 | $1.0M |
| Blair William & Co. | 0.00% | Reduce -1.4% | 10,744 | $1.0M |
| Syntax Research, Inc. | 0.77% | Reduce -2.4% | 10,658 | $1.0M |
| Cadence Bank | 0.07% | Reduce -16.7% | 10,612 | $1.0M |
| Financial Network Wealth Advisors LLC | 1.00% | Reduce -4.3% | 10,611 | $1.0M |
| Dakota Wealth Management | 0.03% | Reduce -11.2% | 10,556 | $999K |
| Independent Financial Group, LLC | 0.05% | Add +12.5% | 10,522 | $996K |
| W1M Asset Management Ltd | 0.08% | No change | 10,500 | $994K |
| Northern Trust Corp. | 0.00% | Add +0.6% | 10,349 | $980K |
| Trek Financial, LLC | 0.08% | Reduce -92.8% | 10,230 | $968K |
| Fortune Financial Advisors, LLC | 0.61% | Add +0.0% | 10,198 | $965K |
| Steel Grove Capital Advisors, LLC | 0.13% | New | 10,000 | $947K |
| Bowman & Co S.C. | 0.57% | Reduce -28.6% | 9,892 | $936K |
| Banque Cantonale Vaudoise | 0.04% | Add +4.2% | 9,839 | $932K |
| Pacifica Partners Inc. | 0.41% | Reduce -1.5% | 9,873 | $930K |
| Roundview Capital LLC | 0.08% | Add +2.9% | 9,707 | $919K |
| Rollins Financial Advisors, LLC | 0.17% | No change | 9,700 | $918K |
| Community Bank, N.A. | 0.12% | Add +17.3% | 9,617 | $910K |
| Correct Capital Wealth Management | 0.21% | Add +9.2% | 9,501 | $899K |
| Stablepoint Partners, LLC | 0.18% | Add +14.7% | 9,478 | $897K |
| Arrien Investments, Inc. | 0.70% | Add +11.6% | 9,310 | $881K |
| Ascent Group, LLC | 0.08% | Reduce -3.4% | 9,167 | $868K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +1.8% | 9,126 | $864K |
| Clare Market Investments LLC | 0.27% | Add +184.6% | 9,109 | $862K |
| Focused Wealth Management, Inc | 0.13% | Add +75.2% | 9,092 | $861K |
| Flagstar Securities, Inc. | 0.24% | Add +34.3% | 9,042 | $856K |
| Financial Advocates Investment Management | 0.05% | Reduce -88.2% | 9,014 | $853K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -17.1% | 8,947 | $847K |
| Qube Research & Technologies Ltd | 0.00% | No change | 8,926 | $845K |
| VestGen Investment Management | 0.25% | Add +61.9% | 8,853 | $838K |
| Horan Securities, Inc. | 0.39% | Reduce -5.6% | 8,768 | $830K |
| FirstPurpose Wealth LLC | 0.30% | Add +4.5% | 8,895 | $819K |
| Oppenheimer & Co. Inc. | 0.01% | Add +13.0% | 8,575 | $812K |
| Amarillo National Bank | 0.15% | Add +7.2% | 8,440 | $799K |
| LexAurum Advisors, LLC | 0.20% | Add +26.6% | 8,431 | $798K |
| Pacific Financial Group Inc. | 0.54% | Add +119.8% | 8,267 | $783K |
| Hamilton Wealth, LLC | 0.24% | Reduce -9.6% | 8,218 | $778K |
| Prentice Wealth Management LLC | 0.26% | Reduce -1.0% | 7,975 | $755K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | No change | 7,958 | $753K |
| WBH Advisory Inc. | 0.08% | New | 7,920 | $750K |
| Vicus Capital | 0.07% | Add +5.5% | 7,886 | $747K |
| Financial Counselors Inc. | 0.01% | Add +150.8% | 7,855 | $744K |
| Heritage Wealth Partners, LLC | 1.50% | No change | 7,639 | $736K |
| Pinnacle Wealth Management Group, Inc. | 0.54% | Reduce -88.8% | 7,656 | $725K |
| Avalon Capital Management | 0.29% | Reduce -73.1% | 7,536 | $713K |
| Patten & Patten Inc. | 0.05% | New | 7,470 | $707K |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +0.4% | 7,449 | $705K |
| Capital Planning Advisors, LLC | 0.12% | Add +15.0% | 7,347 | $695K |
| Cutler Group LLC / CA | 0.35% | Reduce -51.7% | 7,338 | $694K |
| Crestone Asset Management LLC | 0.14% | Reduce -65.5% | 7,330 | $694K |
| Hartline Investment Corp./ | 0.12% | New | 7,307 | $692K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Reduce -26.8% | 7,307 | $692K |
| FDx Advisors, Inc. | 0.10% | Reduce -19.6% | 7,285 | $690K |
| WPWealth LLP | 0.18% | Add +89.7% | 7,223 | $684K |
| Lake Street Advisors Group, LLC | 0.03% | New | 7,214 | $683K |
| Tidal Investments LLC | 0.01% | New | 7,082 | $670K |
| Tower Wealth Partners, Inc. | 0.42% | Add +1.3% | 6,890 | $652K |
| Vigilare Wealth Management | 0.32% | Reduce -76.5% | 6,858 | $649K |
| Goelzer Investment Management, Inc. | 0.04% | Reduce -53.0% | 6,833 | $647K |
| L.M. Kohn & Company | 0.18% | Add +28.1% | 6,820 | $646K |
| Evoke Wealth, LLC | 0.02% | New | 6,740 | $638K |
| Ridgewood Investments LLC | 0.34% | Add +16.4% | 6,713 | $635K |
| Brickley Wealth Management | 0.15% | No change | 6,698 | $634K |
| Columbus Macro, LLC | 0.24% | Reduce -41.2% | 6,680 | $632K |
| Cambridge Advisors Inc. | 0.15% | No change | 6,671 | $631K |
| TriaGen Wealth Management LLC | 0.26% | New | 6,633 | $628K |
| Nwam LLC | 0.05% | Reduce -56.9% | 6,750 | $628K |
| D.A. Davidson & Co. | 0.01% | Add +208.7% | 6,576 | $622K |
| Regions Financial Corp. | 0.00% | Reduce -12.2% | 6,559 | $621K |
| M&T Bank Corp | 0.00% | Reduce -3.2% | 6,513 | $617K |
| Alerus Financial NA | 0.05% | Reduce -92.6% | 6,443 | $610K |
| M3 Advisory Group, LLC | 0.55% | Reduce -18.8% | 6,430 | $609K |
| Quadcap Wealth Management, LLC | 0.14% | Reduce -5.7% | 6,416 | $607K |
| Strategic Wealth Partners, Ltd. | 0.07% | Add +10.5% | 6,349 | $601K |
| Dogwood Wealth Management LLC | 0.40% | Add +13.9% | 6,311 | $597K |
| Cambria Investment Management, L.P. | 0.04% | No change | 6,327 | $597K |
| Compound Planning, Inc. | 0.05% | New | 6,269 | $593K |
| Prism Advisors, Inc. | 0.18% | Add +11.0% | 6,250 | $592K |
| High Falls Advisors, Inc | 0.15% | Reduce -8.3% | 6,248 | $591K |
| Millennium Management | 0.00% | Reduce -99.0% | 6,231 | $590K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -8.8% | 6,220 | $589K |
| Regal Investment Advisors LLC | 0.04% | Add +181.8% | 6,054 | $573K |
| Eagle Strategies LLC | 0.13% | New | 5,967 | $565K |
| Crestwood Advisors Group, LLC | 0.01% | Add +4.1% | 5,946 | $563K |
| Summa Corp. | 0.31% | Add +33.9% | 5,930 | $561K |
| First Citizens Asset Management, Inc. | 0.21% | Reduce -7.9% | 5,836 | $552K |
| Sapient Capital LLC | 0.01% | Add +51.6% | 5,810 | $550K |
| Howard Capital Management, LLC | 0.06% | New | 5,796 | $549K |
| Sollinda Capital Management LLC | 0.17% | Reduce -76.0% | 5,713 | $541K |
| World Investment Advisors | 0.08% | Reduce -82.4% | 5,652 | $535K |
| First Heartland Consultants, Inc. | 0.06% | New | 5,602 | $530K |
| American Financial Advisors, LLC | 0.07% | Reduce -1.3% | 5,587 | $529K |
| All Season Financial Advisors, Inc. | 0.43% | Reduce -88.4% | 5,535 | $524K |
| Chemistry Wealth Management LLC | 0.14% | Reduce -2.3% | 5,522 | $523K |
| Icon Wealth Advisors, LLC | 0.05% | Add +2.7% | 5,483 | $519K |
| Klaas Financial Asset Advisors, LLC | 0.10% | Add +1.2% | 5,480 | $519K |
| Montis Financial, LLC | 0.25% | New | 5,475 | $518K |
| Waverly Advisors, LLC | 0.01% | New | 5,446 | $516K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Reduce -22.4% | 5,439 | $515K |
| Vanguard Capital Wealth Advisors | 0.36% | Add +0.5% | 5,431 | $514K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +53.7% | 5,424 | $513K |
| Norden Group LLC | 0.10% | New | 5,396 | $511K |
| PFG Investments, LLC | 0.03% | Reduce -1.5% | 5,395 | $511K |
| Private Trust Co. NA | 0.06% | No change | 5,379 | $509K |
| Fiduciary Trust Co | 0.01% | Add +3.3% | 5,361 | $507K |
| Authentikos Wealth Advisory, LLC | 0.51% | Reduce -58.6% | 5,356 | $507K |
| Summit Global Investments | 0.04% | Add +36.3% | 5,287 | $501K |
| KLR Investment Advisors, LLC | 0.35% | Reduce -24.9% | 5,345 | $490K |
| Fiera Capital Corp | 0.00% | Add +4.1% | 5,178 | $490K |
| Solstein Capital, LLC | 0.34% | Reduce -39.4% | 5,165 | $489K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +1.6% | 5,156 | $488K |
| Birchcreek Wealth Management, LLC | 0.26% | Add +29.5% | 5,140 | $487K |
| HBK Sorce Advisory LLC | 0.02% | Add +24.4% | 5,093 | $482K |
| Up Strategic Wealth Investment Advisors LLC | 0.79% | No change | 5,090 | $482K |
| CoreCap Advisors, LLC | 0.02% | Add +62.4% | 4,974 | $471K |
| Yoder Wealth Management, Inc. | 0.30% | Reduce -14.9% | 4,915 | $465K |
| Franklin Resources Inc. | 0.00% | Reduce -6.3% | 4,901 | $464K |
| Jump Financial, LLC | 0.01% | Reduce -96.8% | 4,849 | $459K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -26.0% | 4,838 | $458K |
| Kinloch Capital, LLC | 0.23% | Add +18.4% | 4,824 | $457K |
| Bellecapital International Ltd. | 0.10% | Reduce -3.4% | 4,794 | $454K |
| Parcion Private Wealth LLC | 0.04% | Reduce -43.3% | 4,751 | $450K |
| Boyd Watterson Asset Management LLC | 0.16% | Reduce -10.0% | 4,734 | $448K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -76.7% | 4,867 | $446K |
| Mather Group, Llc. | 0.01% | Reduce -13.7% | 4,598 | $443K |
| Catalyst Private Wealth, LLC | 0.23% | Reduce -57.6% | 4,674 | $442K |
| Global Trust Asset Management, LLC | 0.18% | Add +78.8% | 4,650 | $440K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 4,617 | $437K |
| Banque Pictet & Cie SA | 0.00% | Reduce -62.6% | 4,537 | $429K |
| Discovery Capital Management, LLC / CT | 0.06% | Add +8.2% | 4,523 | $428K |
| Wealthfront Advisers LLC | 0.00% | Reduce -12.4% | 4,522 | $428K |
| Objective Capital Management, LLC | 0.29% | Add +80.0% | 4,500 | $426K |
| Csenge Advisory Group | 0.02% | Reduce -19.8% | 4,462 | $422K |
| Good Life Advisors, LLC | 0.04% | Reduce -0.6% | 4,436 | $420K |
| Westside Investment Management, Inc. | 0.10% | Reduce -7.5% | 4,385 | $415K |
| Life Line Wealth Management LLC | 0.16% | Reduce -98.8% | 4,370 | $414K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -95.1% | 4,335 | $410K |
| Innova Wealth Partners | 0.31% | Reduce -0.8% | 4,306 | $408K |
| Americana Partners, LLC | 0.03% | No change | 4,247 | $402K |
| GR Financial Group, LLC | 0.09% | New | 4,224 | $400K |
| Pitcairn Co. | 0.03% | Reduce -79.6% | 4,213 | $399K |
| Davies Financial Advisors, Inc. | 0.40% | — | 4,148 | $393K |
| Phillips Wealth Planners LLC | 0.45% | Reduce -10.9% | 4,284 | $391K |
| Benedetti & Gucer, Inc. | 0.19% | Reduce -9.3% | 4,125 | $390K |
| Park Place Capital Corp | 0.14% | Reduce -4.1% | 4,072 | $385K |
| Arrowroot Family Office, LLC | 0.25% | Add +22.1% | 4,061 | $384K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -7.0% | 4,008 | $380K |
| Charles Schwab Investment Advisory, Inc. | 0.00% | Reduce -11.0% | 3,989 | $378K |
| 4J Wealth Management LLC | 0.32% | Reduce -17.7% | 3,969 | $376K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -2.5% | 3,904 | $370K |
| Northwest Wealth Management, LLC | 0.10% | Reduce -12.9% | 3,857 | $365K |
| Traphagen Investment Advisors LLC | 0.04% | Reduce -53.8% | 3,841 | $364K |
| Investment Advisory Group, LLC | 0.15% | Reduce -1.3% | 3,788 | $359K |
| CIBC Private Wealth Group LLC | 0.00% | New | 3,781 | $354K |
| Verdence Capital Advisors LLC | 0.03% | Add +14.5% | 3,706 | $351K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -28.4% | 3,631 | $344K |
| Harbour Investments, Inc. | 0.01% | Reduce -10.8% | 3,631 | $344K |
| Renasant Bank | 0.24% | No change | 3,627 | $343K |
| Lyell Wealth Management, LP | 0.03% | No change | 3,578 | $339K |
| Marshall Wace, LLP | 0.00% | Reduce -98.7% | 3,550 | $336K |
| Fermata Advisors, LLC | 0.08% | Reduce -1.8% | 3,548 | $336K |
| OneAscent Wealth Management LLC | 0.13% | New | 3,461 | $328K |
| Bond & Devick Financial Network, Inc. | 0.18% | Reduce -26.9% | 3,439 | $326K |
| KPP Advisory Services LLC | 0.09% | New | 3,390 | $321K |
| Jacobi Capital Management LLC | 0.03% | Add +8.8% | 3,359 | $318K |
| Fiduciary Alliance LLC | 0.06% | Reduce -15.8% | 3,395 | $318K |
| RS Crum Inc. | 0.09% | No change | 3,350 | $317K |
| Milestone Asset Management, LLC | 0.09% | Reduce -22.4% | 3,304 | $313K |
| Towneley Capital Management, Inc / DE | 0.08% | Add +0.3% | 3,272 | $310K |
| Fort Point Capital Partners LLC | 0.04% | New | 3,239 | $307K |
| HUB Investment Partners, LLC | 0.02% | Add +24.4% | 3,224 | $305K |
| AlphaCentric Advisors LLC | 0.18% | Add +140.3% | 3,220 | $305K |
| Elevated Capital Advisors, LLC | 0.09% | Reduce -89.1% | 3,217 | $305K |
| Starfox Financial Services, LLC | 0.26% | Reduce -15.4% | 3,314 | $304K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.2% | 3,189 | $302K |
| Ameraudi Asset Management, Inc. | 0.14% | Reduce -3.6% | 3,187 | $302K |
| Western Wealth Management, LLC | 0.02% | Reduce -11.4% | 3,183 | $301K |
| Greenleaf Trust | 0.00% | Reduce -14.2% | 3,172 | $300K |
| Woodmont Investment Counsel LLC | 0.03% | New | 3,162 | $299K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -87.6% | 3,118 | $295K |
| Strategy Asset Managers LLC | 0.06% | Reduce -39.6% | 3,108 | $294K |
| HTLF Bank | 0.03% | Add +3.9% | 3,102 | $294K |
| Patten Group, Inc. | 0.07% | Add +30.3% | 3,096 | $293K |
| UMB Bank, n.a. | 0.00% | Reduce -7.9% | 3,068 | $290K |
| Matrix Trust Co | 0.07% | Add +6.4% | 3,062 | $290K |
| Acorn Wealth Advisors, LLC | 0.15% | Add +0.5% | 3,063 | $290K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -7.6% | 3,058 | $289K |
| Shayne & Jacobs, LLC | 0.08% | Add +5.6% | 3,040 | $288K |
| SVB Wealth LLC | 0.01% | No change | 3,012 | $285K |
| Forbes J M & Co. LLP | 0.03% | Reduce -2.9% | 3,003 | $284K |
| Savant Capital, LLC | 0.00% | New | 2,999 | $284K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | No change | 2,986 | $283K |
| Morningstar Investment Services LLC | 0.00% | Add +6.2% | 2,964 | $281K |
| Signal Advisors Wealth, LLC | 0.07% | Reduce -8.2% | 2,965 | $281K |
| Uptick Partners, LLC | 0.21% | No change | 2,953 | $280K |
| Harbor Investment Advisory, LLC | 0.03% | Add +69.5% | 2,953 | $280K |
| Brass Tax Wealth Management, Inc. | 0.15% | — | 2,941 | $278K |
| WNY Asset Management, LLC | 0.04% | New | 2,923 | $277K |
| Parallel Advisors, LLC | 0.01% | Add +10.5% | 2,915 | $276K |
| Northwest Capital Management Inc | 0.09% | Add +0.6% | 2,886 | $273K |
| BCM Advisors, LLC | 0.07% | Reduce -76.3% | 2,931 | $268K |
| FC Advisory LLC | 0.10% | Reduce -7.2% | 2,827 | $268K |
| Diligent Investors, LLC | 0.07% | Reduce -0.4% | 2,788 | $264K |
| Invst, LLC | 0.03% | Reduce -22.2% | 2,821 | $264K |
| Sage Capital Advisors,llc | 0.08% | No change | 2,774 | $263K |
| Busey Bank | 0.01% | No change | 2,767 | $262K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -91.5% | 2,761 | $261K |
| Fortis Group Advisors, LLC | 0.05% | Reduce -93.2% | 2,725 | $258K |
| Silverlake Wealth Management LLC | 0.13% | New | 2,708 | $256K |
| NBT Bank, N.A. | 0.02% | No change | 2,695 | $255K |
| Maripau Wealth Management LLC | 0.19% | Reduce -5.1% | 2,679 | $254K |
| Woodward Diversified Capital, LLC | 0.16% | Reduce -19.9% | 2,679 | $254K |
| Advisor Resource Council | 0.11% | Reduce -75.5% | 2,618 | $252K |
| VitalStone Financial, LLC | 0.19% | Reduce -11.2% | 2,643 | $250K |
| Bremer Bank National Association | 0.05% | No change | 2,621 | $248K |
| Walker Asset Management, LLC | 0.16% | Add +0.5% | 2,605 | $247K |
| Pasadena Private Wealth, LLC | 0.06% | Add +5.3% | 2,559 | $242K |
| Wisconsin Capital Management LLC | 0.13% | No change | 2,550 | $241K |
| Regimen Wealth, LLC | 0.08% | Add +1.0% | 2,548 | $241K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 2,523 | $239K |
| Caitlin John, LLC | 0.18% | Add +66.0% | 2,518 | $238K |
| Avaii Wealth Management, LLC | 0.14% | Reduce -67.4% | 2,487 | $235K |
| Valmark Advisers, Inc. | 0.00% | Reduce -1.6% | 2,486 | $235K |
| Legacy PCG, LLC | 0.15% | Reduce -7.5% | 2,482 | $235K |
| Empower Advisory Group, LLC | 0.00% | Add +9.8% | 2,475 | $234K |
| Rede Wealth, LLC | 0.10% | New | 2,466 | $233K |
| Afg Fiduciary Services Limited Partnership | 0.17% | New | 2,500 | $233K |
| Rezny Wealth Management, Inc. | 0.08% | No change | 2,460 | $233K |
| Optimum Investment Advisors | 0.11% | No change | 2,450 | $232K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -35.0% | 2,438 | $231K |
| Gray Private Wealth, LLC | 0.15% | — | 2,431 | $230K |
| Gibbs Wealth Management | 0.13% | — | 2,425 | $230K |
| Summit Financial Group, Inc. | 0.08% | Reduce -12.1% | 2,422 | $229K |
| Arkadios Wealth Advisors | 0.02% | Reduce -5.2% | 2,418 | $229K |
| Power Wealth Management LLC | 0.14% | Reduce -16.2% | 2,410 | $228K |
| Cape Investment Advisory, Inc. | 0.11% | Reduce -7.5% | 2,395 | $227K |
| KFG Wealth Management, LLC | 0.09% | Add +7.9% | 2,389 | $226K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.5% | 2,372 | $225K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -99.8% | 2,370 | $224K |
| Voya Financial Advisors, Inc. | 0.03% | New | 2,365 | $224K |
| Vident Advisory, LLC | 0.00% | Reduce -93.3% | 2,356 | $223K |
| TSA Wealth Managment LLC | 0.10% | Reduce -44.6% | 2,348 | $222K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -18.1% | 2,332 | $221K |
| Exchange Capital Management, Inc. | 0.04% | Add +0.0% | 2,278 | $216K |
| Evergreen Capital Management LLC | 0.01% | Add +6.5% | 2,262 | $214K |
| Palisade Asset Management, LLC | 0.02% | No change | 2,250 | $213K |
| Berger Financial Group, Inc | 0.02% | New | 2,236 | $212K |
| Seven Mile Advisory | 0.16% | New | 2,186 | $207K |
| Imprint Wealth LLC | 0.05% | New | 2,200 | $206K |
| Glenview Trust Co | 0.00% | Reduce -21.4% | 2,155 | $204K |
| Rothschild Investment LLC | 0.01% | Add +4.4% | 2,151 | $204K |
| US Financial Advisors, LLC | 0.07% | New | 2,138 | $202K |
| Mma Asset Management LLC | 0.09% | Reduce -4.3% | 2,176 | $201K |
| GM Advisory Group, LLC | 0.01% | New | 2,119 | $201K |
| Family Asset Management, LLC | 0.13% | Add +1736.5% | 2,112 | $200K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -87.1% | 2,086 | $197K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.8% | 2,062 | $195K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -2.1% | 2,053 | $194K |
| Farther Finance Advisors, LLC | 0.01% | Add +44.0% | 2,070 | $194K |
| Howe & Rusling Inc. | 0.02% | No change | 2,023 | $191K |
| Allworth Financial LP | 0.00% | Reduce -2.1% | 1,954 | $185K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +1.4% | 1,907 | $181K |
| Mechanics Financial Corp | 0.09% | No change | 1,910 | $181K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 1,891 | $179K |
| Natixis | 0.00% | New | 1,853 | $175K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -0.8% | 1,752 | $166K |
| Advisors Asset Management, Inc. | 0.00% | Add +161.8% | 1,733 | $164K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 1,724 | $163K |
| Larson Financial Group LLC | 0.01% | Reduce -16.5% | 1,637 | $155K |
| Avior Wealth Management, LLC | 0.01% | Reduce -3.4% | 1,633 | $155K |
| Horizon Investments, LLC | 0.00% | Add +0.1% | 1,641 | $154K |
| Roble, Belko & Company, Inc | 0.03% | No change | 1,600 | $151K |
| Wetzel Investment Advisors, Inc. | 0.09% | Add +42.0% | 1,633 | $150K |
| Bangor Savings Bank | 0.02% | Reduce -22.4% | 1,566 | $148K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,565 | $148K |
| Ballast Advisors LLC | 0.05% | Reduce -11.2% | 1,531 | $145K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,480 | $140K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,480 | $140K |
| NorthRock Partners, LLC | 0.01% | Add +9.8% | 1,460 | $138K |
| Allianz Asset Management GmbH | 0.00% | Reduce -98.7% | 1,380 | $131K |
| Clearstead Advisors, LLC | 0.01% | Add +572.6% | 1,325 | $123K |
| Financial Gravity Asset Management, Inc. | 0.03% | Reduce -98.3% | 1,201 | $116K |
| Kiely Wealth Advisory Group, Inc. | 0.06% | No change | 1,179 | $108K |
| Bokf, NA | 0.00% | Reduce -29.1% | 1,144 | $107K |
| Caldwell Sutter Capital, Inc. | 0.05% | Add +0.1% | 1,109 | $105K |
| Creative Financial Designs Inc. | 0.01% | Reduce -18.7% | 1,096 | $104K |
| Clean Yield Group | 0.04% | Add +100.0% | 1,000 | $95K |
| MCF Advisors LLC | 0.01% | Add +225.7% | 990 | $94K |
| Bfsg, LLC | 0.01% | Add +85.4% | 988 | $94K |
| Wolverine Asset Management LLC | 0.01% | Add +28.6% | 900 | $85K |
| Fortitude Family Office, LLC | 0.06% | Reduce -10.1% | 889 | $84K |
| Realta Investment Advisors | 0.02% | New | 881 | $83K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -49.1% | 872 | $83K |
| Rice Partnership, LLC | 0.02% | Reduce -17.7% | 836 | $79K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -11.2% | 825 | $78K |
| Global Assets Advisory, LLC | 0.05% | New | 834 | $78K |
| Colonial Trust Co / SC | 0.01% | Add +0.4% | 819 | $78K |
| CENTRAL TRUST Co | 0.00% | Add +245.2% | 818 | $77K |
| Beacon Capital Management, LLC | 0.02% | Add +171.3% | 776 | $73K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 764 | $72K |
| Pflug Koory, LLC | 0.01% | No change | 761 | $72K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.4% | 746 | $71K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -64.2% | 735 | $70K |
| Wallace Hart LLC | 0.06% | — | 712 | $67K |
| Webster Bank, N. A. | 0.01% | No change | 686 | $65K |
| Lanark Financial, Inc. | 0.01% | No change | 672 | $63K |
| NWK Group, Inc. | 0.03% | Add +1.4% | 646 | $61K |
| TruNorth Capital Management, LLC | 0.02% | — | 630 | $60K |
| Spirit of America Management Corp. | 0.01% | New | 643 | $59K |
| Gradient Investments LLC | 0.00% | Reduce -99.5% | 626 | $59K |
| Kelly Financial Services LLC | 0.02% | Add +888.7% | 613 | $58K |
| Indiana Trust & Investment Management Co | 0.02% | Add +11.0% | 586 | $55K |
| Crewe Advisors LLC | 0.01% | Add +1.9% | 581 | $55K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +324.8% | 565 | $53K |
| Highline Wealth Partners LLC | 0.02% | Reduce -3.8% | 559 | $53K |
| Retirement Group, LLC | 0.02% | Add +0.6% | 553 | $52K |
| Ancora Advisors LLC | 0.00% | No change | 530 | $50K |
| Birchbrook, Inc. | 0.03% | No change | 505 | $48K |
| Barrett & Company, Inc. | 0.02% | No change | 460 | $44K |
| Central Bank & Trust Co. | 0.01% | No change | 434 | $41K |
| Founders Financial Alliance, LLC | 0.01% | Add +565.6% | 426 | $40K |
| Nemes Rush Group LLC | 0.01% | No change | 425 | $40K |
| Tidemark, LLC | 0.02% | No change | 416 | $39K |
| FSC Wealth Advisors, LLC | 0.03% | No change | 414 | $39K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +20350.0% | 409 | $39K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +95.2% | 404 | $38K |
| Versant Capital Management, Inc | 0.01% | New | 400 | $38K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +38.9% | 368 | $35K |
| CVA Family Office, LLC | 0.01% | No change | 315 | $30K |
| Janiczek Wealth Management, LLC | 0.01% | No change | 314 | $30K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 305 | $29K |
| Addison Advisors LLC | 0.01% | New | 303 | $29K |
| Atwood & Palmer Inc. | 0.00% | No change | 300 | $28K |
| Oakworth Capital, Inc. | 0.00% | Reduce -2.9% | 298 | $28K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -21.2% | 290 | $27K |
| Register Financial Advisors LLC | 0.01% | No change | 279 | $26K |
| Tsfg, LLC | 0.01% | Add +314.1% | 265 | $25K |
| LGT Financial Advisors LLC | 0.03% | Add +2.0% | 256 | $24K |
| Robinswood Financial LLC | 0.01% | No change | 255 | $24K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 230 | $22K |
| Bray Capital Advisors | 0.01% | No change | 225 | $21K |
| REAP Financial Group, LLC | 0.01% | Reduce -76.2% | 218 | $21K |
| Arax Advisory Partners | 0.00% | No change | 215 | $20K |
| Richardson Financial Services Inc. | 0.01% | Add +1226.7% | 199 | $19K |
| Clearstead Trust, LLC | 0.00% | No change | 182 | $17K |
| Trust Co | 0.00% | No change | 180 | $17K |
| Impact Partnership Wealth, LLC | 0.01% | Reduce -21.6% | 174 | $16K |
| Caldwell Trust Co | 0.00% | New | 166 | $16K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.01% | No change | 156 | $15K |
| Tucker Asset Management LLC | 0.00% | Reduce -73.7% | 152 | $14K |
| First United Bank & Trust | 0.01% | New | 150 | $14K |
| PFS Partners, LLC | 0.01% | No change | 148 | $14K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -74.8% | 148 | $14K |
| Sound Income Strategies, LLC | 0.00% | Reduce -94.0% | 132 | $13K |
| Frazier Financial Advisors, LLC | 0.01% | Add +177.8% | 125 | $12K |
| Sachetta, LLC | 0.01% | No change | 114 | $11K |
| Trivant Custom Portfolio Group, LLC | 0.01% | New | 116 | $11K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 115 | $11K |
| Lindbrook Capital, LLC | 0.00% | Reduce -43.5% | 105 | $10K |
| Y.D. More Investments Ltd | 0.00% | Reduce -54.5% | 100 | $9K |
| Atticus Wealth Management, LLC | 0.00% | No change | 94 | $9K |
| Rogco, LP | 0.00% | No change | 94 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.0% | 97 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -7.1% | 92 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Add +50.0% | 90 | $8K |
| EPG Wealth Management LLC | 0.00% | No change | 85 | $8K |
| Main Street Group, LTD | 0.00% | No change | 77 | $7K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 72 | $7K |
| Valley Wealth Managers, Inc. | 0.00% | Add +7000.0% | 71 | $7K |
| First Command Advisory Services, Inc. | 0.00% | New | 130 | $6K |
| Country Trust Bank | 0.00% | New | 61 | $6K |
| Sound Financial Strategies Group, LLC | 0.00% | No change | 58 | $5K |
| WR Wealth Planners, LLC | 0.00% | New | 48 | $5K |
| Fairman Group, LLC | 0.00% | No change | 45 | $4K |
| Armor Investment Advisors, LLC | 0.00% | No change | 44 | $4K |
| Providence Capital Advisors, LLC | 0.00% | New | 44 | $4K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -81.9% | 43 | $4K |
| Avion Wealth | 0.00% | No change | 32 | $4K |
| Investors Research Corp | 0.00% | Add +86.4% | 41 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $4K |
| FAS Wealth Partners, Inc. | 0.00% | New | 39 | $4K |
| Trust Co. of Vermont | 0.00% | New | 36 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 35 | $3K |
| NFSG Corp | 0.00% | No change | 35 | $3K |
| Gen-Wealth Partners Inc | 0.00% | — | 33 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 30 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -94.7% | 30 | $3K |
| American Capital Advisory, LLC | 0.00% | New | 27 | $3K |
| Provident Wealth Management, LLC | 0.00% | New | 27 | $3K |
| Rakuten Securities, Inc. | 0.00% | New | 24 | $2K |
| Tyler-Stone Wealth Management | 0.00% | No change | 23 | $2K |
| Truvestments Capital LLC | 0.00% | Reduce -65.7% | 23 | $2K |
| Covestor Ltd | 0.00% | Add +4.0% | 26 | $2K |
| Asset Dedication, LLC | 0.00% | New | 16 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 21 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -50.0% | 20 | $2K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | New | 20 | $2K |
| Eukles Asset Management | 0.00% | No change | 20 | $2K |
| Balefire, LLC | 0.00% | New | 20 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 20 | $2K |
| Granite FO LLC | 0.00% | New | 18 | $2K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -93.4% | 16 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 15 | $1K |
| Aspire Private Capital, LLC | 0.00% | No change | 15 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 15 | $1K |
| Private Ocean, LLC | 0.00% | No change | 15 | $1K |
| Colonial Trust Advisors | 0.00% | No change | 14 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $1K |
| Naples Money Management LLC | 0.00% | No change | 9 | $852 |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 9 | $852 |
| Vima LLC | 0.00% | No change | 7 | $694 |
| Stephens Consulting, LLC | 0.00% | No change | 7 | $663 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 5 | $473 |
| Valued Wealth Advisors LLC | 0.00% | New | 3 | $284 |
| Ransom Advisory, Ltd | 0.00% | — | 2 | $194 |
| Hexagon Capital Partners LLC | 0.00% | No change | 2 | $150 |
| Capstone Investment Advisors, LLC | 0.00% | No change | 1 | $95 |
"% of holder's portfolio" is IEF's weight in each manager's 13F, not the share of iShares 7-10 Year Treasury B the manager owns.