iShares 7-10 Year Treasury BIEFETF
13F holders, Q2 2024 (June 30)903holders +6
101new positions
93sold out
2famous investors
$93.71avg. 13F price*
At the end of Q2 2024, 903 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings, up 6 from Q1 2024. 101 opened new positions and 93 sold out. The largest holders were FMR LLC ($3.5B), Morgan Stanley ($1.9B) and Fisher Asset Management ($1.9B). 2 famous investors held it, including Ken Fisher (0.8% of Fisher Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $305.6M |
| Exits | 93 | $574.3M |
All 13F filers, Q1 2024 → Q2 2024: 33,320,264 shares bought and 19,504,466 shares sold, net +13,815,798 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 903 holders
| FMR LLC | 0.22% | Reduce -2.6% | 37,020,375 | $3.5B |
| Morgan Stanley | 0.15% | Add +130.2% | 20,382,787 | $1.9B |
| Fisher Asset Management | 0.83% | Add +4.3% | 20,370,851 | $1.9B |
| JPMorgan Chase & Co. | 0.16% | Add +34.7% | 20,184,313 | $1.9B |
| Envestnet Asset Management Inc. | 0.42% | Add +5.0% | 12,943,561 | $1.2B |
| Ameriprise Financial Inc. | 0.29% | Add +10.6% | 11,330,200 | $1.1B |
| PNC Financial Services Group, Inc. | 0.63% | Add +5.3% | 10,060,483 | $942.2M |
| Bank of America Corp. | 0.07% | Reduce -3.1% | 7,449,403 | $697.6M |
| Captrust Financial Advisors | 2.10% | Add +10.5% | 6,951,021 | $651.0M |
| Raymond James & Associates | 0.39% | Add +4.6% | 6,346,855 | $594.4M |
| Charles Schwab Investment Management Inc. | 0.10% | Reduce -0.8% | 5,452,013 | $510.6M |
| Blue Trust, Inc. | 6.27% | Reduce -1.4% | 4,832,252 | $457.4M |
| Northwestern Mutual Wealth Management Co. | 0.39% | Reduce -17.9% | 4,236,053 | $396.7M |
| BlackRock Inc. | 0.01% | Add +46.8% | 3,707,405 | $347.2M |
| UBS Group AG | 0.10% | Reduce -51.8% | 3,481,096 | $326.0M |
| LPL Financial LLC | 0.16% | Add +17.6% | 3,452,784 | $323.4M |
| Nationwide Fund Advisors | 29.05% | Add +0.4% | 2,846,562 | $266.6M |
| Members Trust Co | 7.84% | Reduce -0.9% | 2,759,506 | $258.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.89% | Reduce -10.5% | 2,239,079 | $233.4M |
| Cerity Partners OCIO LLC | 17.28% | — | 2,409,770 | $225.7M |
| Bank of Montreal | 0.07% | Reduce -18.7% | 2,307,523 | $218.1M |
| Wells Fargo & Company | 0.05% | Add +5.8% | 2,078,271 | $194.6M |
| Baird Financial Group, Inc. | 0.39% | Add +3.3% | 2,009,527 | $188.2M |
| Mariner, LLC | 0.35% | Add +1.8% | 1,927,137 | $180.5M |
| Wealthcare Capital Management LLC | 18.03% | Add +2.3% | 1,814,459 | $169.9M |
| Janney Montgomery Scott LLC | 0.50% | Reduce -4.8% | 1,746,107 | $163.5M |
| Raymond James Financial Services Advisors, Inc. | 0.23% | Add +4.7% | 1,745,645 | $163.5M |
| Alliancebernstein L.P. | 0.05% | Reduce -13.8% | 1,678,116 | $157.2M |
| Truist Financial Corp. | 0.23% | Reduce -3.3% | 1,595,357 | $149.4M |
| Coldstream Capital Management Inc. | 3.02% | Add +10.9% | 1,321,313 | $123.7M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Add +12.3% | 1,311,802 | $122.9M |
| Citigroup Inc. | 0.11% | Add +8.3% | 1,238,040 | $115.9M |
| WestEnd Advisors, LLC | 2.89% | Reduce -0.8% | 1,194,663 | $111.9M |
| Focus Partners Wealth | 0.37% | Add +99.1% | 1,166,412 | $109.2M |
| Bank of Nova Scotia | 0.21% | New | 1,129,120 | $105.7M |
| Juniper Hill Capital Management LP | 25.83% | No change | 1,103,695 | $103.4M |
| Stifel Financial Corp. | 0.11% | Add +9.3% | 1,073,299 | $100.5M |
| Partners Capital Investment Group, LLP | 1.65% | Add +40.5% | 1,039,792 | $97.7M |
| Armstrong Advisory Group, Inc. | 8.08% | Reduce -22.2% | 975,212 | $91.3M |
| Victory Capital Management Inc. | 0.09% | Add +1.9% | 900,876 | $84.4M |
| Bogart Wealth, LLC | 4.01% | Add +2.4% | 840,156 | $78.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +19.1% | 834,197 | $78.1M |
| BNP Paribas Financial Markets | 0.08% | Add +387.1% | 819,573 | $76.8M |
| Ally Invest Advisors Inc. | 7.19% | Add +2.9% | 798,443 | $74.8M |
| 3EDGE Asset Management, LP | 5.84% | Add +5.8% | 794,478 | $74.4M |
| Cerity Partners LLC | 0.19% | Reduce -1.4% | 766,147 | $71.7M |
| Avalon Advisory Group | 33.63% | Add +6.1% | 753,843 | $70.6M |
| Sumitomo Mitsui Financial Group, Inc. | 2.02% | Add +10.1% | 692,344 | $64.8M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -2.3% | 650,232 | $60.9M |
| HighTower Advisors, LLC | 0.09% | Reduce -3.7% | 637,225 | $59.7M |
| Royal Bank of Canada | 0.01% | Reduce -4.4% | 588,672 | $55.1M |
| Atria Wealth Solutions, Inc. | 0.58% | Add +2.5% | 557,581 | $52.2M |
| Cetera Investment Advisers | 0.11% | Add +2.7% | 524,977 | $49.2M |
| Wealthcare Advisory Partners LLC | 1.51% | Add +6.2% | 515,334 | $48.3M |
| HSBC Holdings PLC | 0.03% | Reduce -42.6% | 498,045 | $46.6M |
| Ironwood Wealth Management, LLC. | 14.15% | Add +9.2% | 462,629 | $43.3M |
| Parallax Volatility Advisers, L.P. | 1.25% | Reduce -46.5% | 459,962 | $43.1M |
| Barings LLC | 1.04% | No change | 451,067 | $42.2M |
| Advisor OS, LLC | 4.57% | Reduce -0.3% | 445,693 | $41.7M |
| Patton Fund Management, Inc. | 8.78% | Add +0.0% | 444,548 | $41.6M |
| Harvest Portfolios Group Inc. | 1.58% | Add +14.0% | 440,289 | $41.2M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +44.8% | 417,766 | $39.1M |
| Clarity Financial LLC | 5.78% | Add +2.7% | 410,043 | $38.4M |
| Twele Capital Management, Inc. | 8.55% | Add +0.5% | 402,839 | $37.7M |
| Syon Capital LLC | 3.44% | Reduce -0.6% | 399,493 | $37.4M |
| Beacon Wealthcare LLC | 15.97% | Reduce -0.3% | 391,299 | $36.6M |
| Rockefeller Capital Management L.P. | 0.10% | Reduce -25.1% | 380,276 | $35.5M |
| Atlas Private Wealth Advisors | 5.73% | Add +114.5% | 376,550 | $35.3M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -0.5% | 369,768 | $34.6M |
| Rafferty Asset Management, LLC | 0.13% | Add +0.1% | 363,394 | $34.0M |
| Centiva Capital, LP | 1.65% | Add +406.1% | 360,615 | $33.8M |
| Brown Advisory Inc. | 0.04% | Add +6.3% | 353,205 | $33.1M |
| IMC-Chicago, LLC | 1.06% | New | 352,356 | $33.0M |
| Sompo Asset Management Co., Ltd. | 5.54% | Add +0.5% | 350,001 | $32.8M |
| Osaic Holdings, Inc. | 0.08% | Add +17.2% | 349,048 | $32.7M |
| MJP Associates Inc. | 6.78% | Reduce -2.7% | 348,060 | $32.6M |
| Jane Street Group, LLC | 0.03% | Add +79.0% | 340,642 | $31.9M |
| Tobias Financial Advisors, Inc. | 6.71% | Add +4.5% | 332,436 | $31.1M |
| Raub Brock Capital Management LP | 6.70% | Reduce -0.3% | 327,505 | $30.7M |
| Eight 31 Financial, LLC | 23.20% | Reduce -2.5% | 321,565 | $30.1M |
| LifeGuide Financial Advisors, LLC | 14.48% | Add +6.6% | 318,230 | $29.8M |
| Sachem Hill LLC | 6.38% | Add +9.6% | 317,446 | $29.7M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +66.3% | 314,814 | $29.5M |
| Prudent Investors Network, Inc. | 10.42% | Add +5.9% | 307,917 | $28.8M |
| Community Financial Services Group, LLC | 6.13% | Reduce -2.8% | 303,892 | $28.5M |
| WCG Wealth Advisors LLC | 2.06% | Add +20.0% | 297,615 | $27.9M |
| Leo Wealth, LLC | 2.83% | Reduce -5.3% | 298,213 | $27.7M |
| Greenwood Gearhart LLC | 2.61% | Add +2.9% | 295,404 | $27.7M |
| Parkside Advisors LLC | 7.01% | New | 292,851 | $27.4M |
| Thrivent Financial for Lutherans | 0.06% | Add +6.8% | 291,578 | $27.3M |
| Kestra Advisory Services, LLC | 0.15% | Add +102.6% | 296,881 | $27.3M |
| Wealth Management Resources, Inc. | 11.62% | Add +49.1% | 288,818 | $27.0M |
| GenWealth Group, Inc. | 6.62% | Add +0.8% | 287,108 | $26.9M |
| Johns Hopkins University | 1.07% | No change | 286,376 | $26.8M |
| Focus Financial Network, Inc. | 1.13% | Add +4.8% | 277,039 | $26.4M |
| MML Investors Services, LLC | 0.11% | Reduce -25.3% | 280,676 | $26.3M |
| Edmonds Duncan Registered Investment Advisors, LLC | 6.16% | Add +63.2% | 269,688 | $25.3M |
| Flputnam Investment Management Co. | 0.46% | Reduce -1.6% | 264,065 | $24.7M |
| Strategic Point Investment Advisors, LLC | 4.41% | Reduce -0.2% | 262,656 | $24.6M |
| Banco Santander, S.A. | 0.30% | Reduce -23.5% | 261,352 | $24.5M |
| Schroder Investment Management Group | 0.03% | No change | 255,199 | $23.9M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -8.9% | 247,337 | $23.2M |
| Millennium Management | 0.02% | Add +3868.6% | 247,285 | $23.2M |
| Corient Private Wealth LP | 0.04% | Reduce -1.8% | 243,072 | $22.8M |
| 1607 Capital Partners, LLC | 2.04% | No change | 243,046 | $22.8M |
| Ogorek Anthony Joseph /NY/ | 7.80% | Add +61.6% | 239,590 | $22.4M |
| AIA Group Ltd | 0.65% | Add +239.8% | 236,145 | $22.1M |
| TPG Financial Advisors, LLC | 10.47% | — | 236,139 | $22.1M |
| MTC Wealth Management LLC | 10.22% | Reduce -3.8% | 229,297 | $21.5M |
| O'shaughnessy Asset Management, LLC | 0.22% | Add +42.5% | 224,541 | $21.0M |
| West Paces Advisors Inc. | 5.46% | Add +3.0% | 223,631 | $20.9M |
| Assetmark, Inc. | 0.06% | Reduce -44.9% | 222,368 | $20.8M |
| Kaydan Wealth Management, Inc. | 7.10% | Add +49.9% | 213,858 | $20.0M |
| Barclays PLC | 0.01% | Reduce -38.1% | 212,163 | $19.9M |
| Pallas Capital Advisors LLC | 0.89% | Add +4.7% | 207,034 | $19.6M |
| Nottingham Advisors, Inc. | 2.26% | Add +5.1% | 203,792 | $19.1M |
| Trustmark Bank Trust Department | 1.52% | Add +15.4% | 202,054 | $18.9M |
| DRW Securities, LLC | 1.14% | New | 199,305 | $18.7M |
| Mirabaud & Cie SA | 6.20% | Reduce -3.4% | 195,472 | $18.3M |
| Arete Wealth Advisors, LLC | 1.49% | Add +46.9% | 193,734 | $18.2M |
| Townsquare Capital LLC | 0.25% | Reduce -2.8% | 193,726 | $18.1M |
| Cambridge Associates LLC /Ma/ | 0.83% | No change | 192,708 | $18.0M |
| Institutional & Family Asset Management, LLC | 2.69% | Add +0.8% | 187,669 | $17.6M |
| Financial & Tax Architects, LLC | 4.70% | Add +2.4% | 187,184 | $17.5M |
| Portland Global Advisors LLC | 2.37% | Add +1.7% | 186,761 | $17.5M |
| Insight Wealth Strategies, LLC | 2.48% | Add +3.9% | 186,423 | $17.5M |
| Act Two Investors LLC | 3.42% | Add +11.9% | 184,380 | $17.3M |
| Blue Edge Capital, LLC | 2.77% | Add +1.0% | 178,415 | $16.7M |
| TD Waterhouse Canada Inc. | 0.15% | Add +288.2% | 178,337 | $16.6M |
| Presidio Capital Management, LLC | 11.58% | Add +5.0% | 176,845 | $16.6M |
| U.S. Capital Wealth Advisors, LLC | 0.63% | Add +85.4% | 175,735 | $16.5M |
| William Howard & Co Financial Advisors Inc | 15.06% | Reduce -1.5% | 174,106 | $16.3M |
| Greenleaf Trust | 0.15% | Add +5360.4% | 173,203 | $16.2M |
| Pinnacle Financial Partners Inc | 0.35% | Reduce -20.9% | 172,375 | $16.1M |
| Equitable Holdings, Inc. | 0.17% | Reduce -6.8% | 170,905 | $16.0M |
| Amundi | 0.01% | No change | 170,500 | $16.0M |
| Bank of New York Mellon Corp | 0.00% | Add +24.0% | 169,309 | $15.9M |
| TD Private Client Wealth LLC | 0.49% | Reduce -0.8% | 167,495 | $15.7M |
| III Capital Management | 7.23% | Reduce -75.4% | 164,492 | $15.4M |
| Avantax Advisory Services, Inc. | 0.11% | Add +14.2% | 164,474 | $15.4M |
| Summit Asset Management, LLC | 1.81% | Add +7.0% | 163,221 | $15.3M |
| Madison Asset Management, LLC | 0.19% | No change | 162,681 | $15.2M |
| NorthCoast Asset Management LLC | 0.13% | Add +634.3% | 161,986 | $15.2M |
| First Foundation Advisors | 0.58% | Add +15.9% | 161,990 | $15.2M |
| Kingsview Wealth Management, LLC | 0.36% | Add +13.8% | 161,835 | $15.2M |
| Steward Partners Investment Advisory, LLC | 0.16% | Add +203.3% | 160,014 | $15.0M |
| NewEdge Advisors, LLC | 0.11% | Add +50.1% | 157,389 | $14.7M |
| GDS Wealth Management | 1.60% | Add +19.0% | 156,224 | $14.6M |
| Retirement Financial Solutions, LLC | 6.79% | Add +6.2% | 153,956 | $14.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | No change | 153,482 | $14.4M |
| Willis Johnson & Associates, Inc. | 1.18% | Add +2.7% | 153,141 | $14.3M |
| Pineridge Advisors LLC | 4.76% | Add +6.6% | 149,016 | $14.0M |
| Hantz Financial Services, Inc. | 0.27% | Add +26.1% | 148,227 | $13.9M |
| Quadrature Capital Ltd | 0.23% | New | 147,952 | $13.9M |
| Middleton & Co. Inc. | 1.61% | Reduce -4.1% | 147,750 | $13.8M |
| First Trust Advisors LP | 0.01% | Add +1.6% | 144,235 | $13.5M |
| Wellspring Financial Advisors, LLC | 1.49% | Add +2.6% | 141,937 | $13.3M |
| Pictet North America Advisors SA | 1.44% | Add +118.9% | 141,181 | $13.2M |
| Private Advisor Group, LLC | 0.09% | Add +0.6% | 137,501 | $12.9M |
| Haverford Trust Co | 0.13% | Add +3.5% | 135,276 | $12.7M |
| US Bancorp \de | 0.02% | Reduce -16.6% | 130,095 | $12.2M |
| ArchPoint Investors | 4.57% | Reduce -1.1% | 130,000 | $12.2M |
| SG Americas Securities, LLC | 0.08% | Reduce -65.7% | 129,735 | $12.2M |
| Perigon Wealth Management, LLC | 0.35% | Add +0.1% | 128,108 | $12.0M |
| Joule Financial, LLC | 4.87% | Add +888.0% | 128,023 | $12.0M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +17.3% | 126,200 | $11.8M |
| Orion Portfolio Solutions, LLC | 0.12% | Add +17.3% | 126,200 | $11.8M |
| Bison Wealth, LLC | 1.90% | No change | 123,556 | $11.7M |
| IPG Investment Advisors LLC | 2.52% | Add +1.8% | 123,057 | $11.5M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.89% | No change | 122,750 | $11.4M |
| Aveo Capital Partners, LLC | 1.29% | Add +13.1% | 121,890 | $11.4M |
| Principle Wealth Partners LLC | 0.87% | Add +2.3% | 121,583 | $11.4M |
| Sinecera Capital, LLC | 15.55% | Reduce -1.9% | 119,929 | $11.4M |
| Heck Capital Advisors, LLC | 1.41% | Reduce -35.6% | 120,927 | $11.3M |
| Ritholtz Wealth Management | 0.37% | Add +7.6% | 119,161 | $11.2M |
| Rwa Wealth Partners, LLC | 0.15% | New | 119,017 | $11.1M |
| Spire Wealth Management | 0.38% | Add +0.9% | 114,688 | $10.7M |
| One Day In July LLC | 1.30% | Reduce -49.5% | 111,567 | $10.4M |
| Bulltick Wealth Management, LLC | 2.91% | Add +68.7% | 111,014 | $10.4M |
| IFP Advisors, Inc | 0.40% | Add +53.9% | 106,797 | $10.0M |
| Janney Capital Management LLC | 0.70% | Reduce -1.2% | 105,938 | $9.9M |
| Nvwm, LLC | 2.64% | Add +1.6% | 105,851 | $9.9M |
| Keybank National Association | 0.04% | Add +156.6% | 105,762 | $9.9M |
| Summit Wealth Partners, LLC | 2.05% | Add +10.1% | 105,245 | $9.9M |
| Hudock, Inc. | 1.81% | Add +1.7% | 103,724 | $9.7M |
| Rain Capital Management, LLC | 6.71% | Reduce -3.0% | 102,734 | $9.5M |
| Pinnacle Associates Ltd. | 0.15% | Add +3.5% | 100,749 | $9.4M |
| Cibc World Market Inc. | 0.02% | Reduce -13.1% | 100,428 | $9.4M |
| 9258 Wealth Management, LLC | 1.43% | Reduce -9.6% | 99,354 | $9.3M |
| Systelligence, LLC | 2.47% | Add +2.3% | 99,002 | $9.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Reduce -7.3% | 208,085 | $9.2M |
| Dimension Capital Management LLC | 1.87% | No change | 98,294 | $9.2M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -2.1% | 95,838 | $9.0M |
| Integrated Advisors Network LLC | 0.46% | Add +22.2% | 95,702 | $9.0M |
| Foundry Financial Group, Inc. | 6.17% | Add +30.5% | 95,621 | $9.0M |
| Robertson Stephens Wealth Management, LLC | 0.46% | New | 94,692 | $8.9M |
| Money Concepts Capital Corp. | 0.74% | Add +1.8% | 94,446 | $8.8M |
| Summit Financial, LLC | 0.40% | Add +168.7% | 93,720 | $8.8M |
| Little House Capital LLC | 2.66% | Add +4.5% | 90,923 | $8.5M |
| MY Wealth Management Inc. | 9.64% | Reduce -27.5% | 90,429 | $8.5M |
| Mason & Associates Inc | 2.19% | Add +6.9% | 87,736 | $8.2M |
| Prospera Financial Services Inc | 0.23% | Add +154.7% | 87,518 | $8.2M |
| Keel Point, LLC | 0.73% | Add +26.0% | 82,604 | $8.0M |
| Paragon Capital Management Inc. | 6.08% | Add +1.3% | 85,181 | $8.0M |
| Palumbo Wealth Management LLC | 3.27% | Reduce -4.8% | 82,522 | $7.7M |
| Bailard, Inc. | 0.21% | Reduce -2.6% | 80,290 | $7.5M |
| Chicago Partners Investment Group LLC | 0.29% | Add +7.4% | 78,506 | $7.5M |
| Anchor Capital Advisors LLC | 0.21% | Reduce -54.8% | 79,856 | $7.5M |
| Dynamic Wealth Strategies, LLC | 6.41% | Reduce -1.1% | 79,687 | $7.5M |
| Semmax Financial Advisors Inc. | 2.23% | Add +10.7% | 76,204 | $7.4M |
| SkyOak Wealth, LLC | 1.70% | Add +3.2% | 77,646 | $7.3M |
| Old Mission Capital LLC | 0.19% | New | 77,592 | $7.3M |
| Retirement Systems of Alabama | 0.03% | Add +67.9% | 77,525 | $7.3M |
| Comerica Bank | 0.03% | Reduce -42.0% | 77,455 | $7.3M |
| RPg Family Wealth Advisory, LLC | 2.36% | Add +6.8% | 76,544 | $7.2M |
| Prudential PLC | 0.05% | Add +46.4% | 75,700 | $7.1M |
| Compass Financial Group, Inc. | 3.48% | Add +0.5% | 74,365 | $7.0M |
| Oliver Lagore Vanvalin Investment Group | 2.00% | Reduce -13.3% | 74,373 | $7.0M |
| AMG National Trust Bank | 0.19% | Add +77.2% | 74,150 | $6.9M |
| Madrona Financial Services, LLC | 2.13% | Add +9.3% | 73,993 | $6.9M |
| Ssi Investment Management LLC | 2.73% | Reduce -44.9% | 73,720 | $6.9M |
| Premier Path Wealth Partners, LLC | 1.17% | Add +9.3% | 73,455 | $6.9M |
| Atria Investments, Inc | 0.09% | Reduce -0.7% | 72,867 | $6.8M |
| Prime Capital Investment Advisors, LLC | 0.10% | Reduce -81.8% | 72,529 | $6.8M |
| Tennessee Valley Asset Management Partners | 1.26% | Add +197.3% | 71,507 | $6.7M |
| Scotia Capital Inc. | 0.04% | Add +4.3% | 71,454 | $6.7M |
| Custos Family Office, LLC | 2.61% | Add +17.2% | 69,918 | $6.5M |
| TAP Consulting, LLC | 1.37% | Reduce -9.1% | 69,158 | $6.5M |
| Transamerica Financial Advisors, LLC | 0.68% | No change | 68,424 | $6.4M |
| Higgins & Schmidt Wealth Strategies LLC | 4.49% | Add +10.7% | 66,515 | $6.2M |
| National Bank of Canada | 0.01% | Add +43.7% | 66,187 | $6.2M |
| Ashford Capital Management Inc. | 0.82% | Reduce -42.2% | 64,844 | $6.1M |
| Litman Gregory Wealth Management LLC | 0.54% | Reduce -0.2% | 64,808 | $6.1M |
| Cwm, LLC | 0.03% | Reduce -3.3% | 64,585 | $6.0M |
| First Financial Bank - Trust Division | 0.60% | Reduce -4.6% | 64,543 | $6.0M |
| IFG Advisory, LLC | 0.38% | Add +13.6% | 63,497 | $5.9M |
| Brookstone Capital Management | 0.10% | Reduce -78.8% | 62,243 | $5.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.60% | Add +1.9% | 62,286 | $5.8M |
| Level Four Advisory Services, LLC | 0.26% | Add +22.2% | 61,301 | $5.7M |
| DAVENPORT & Co LLC | 0.04% | Add +6.2% | 61,279 | $5.7M |
| Edmond DE Rothschild Holding S.A. | 0.10% | Reduce -5.4% | 61,233 | $5.7M |
| Graybill Wealth Management, LTD. | 2.30% | Add +20.1% | 60,585 | $5.7M |
| Gunma Bank,Ltd. | 4.68% | New | 60,000 | $5.6M |
| Global Retirement Partners, LLC | 0.18% | Add +21.0% | 59,804 | $5.6M |
| Alternative Investment Advisors, LLC. | 3.15% | Add +6.5% | 58,844 | $5.5M |
| Lido Advisors, LLC | 0.04% | Add +25.5% | 57,009 | $5.3M |
| Wunderlich Capital Managemnt | 2.38% | Add +1.4% | 56,885 | $5.3M |
| PFG Advisors | 0.36% | Add +18.9% | 56,385 | $5.3M |
| Raymond James Trust N.A. | 0.12% | Add +9.2% | 56,340 | $5.3M |
| Creative Planning | 0.01% | Reduce -11.9% | 56,200 | $5.3M |
| Exchange Traded Concepts, LLC | 0.13% | Reduce -12.2% | 55,523 | $5.2M |
| Greenwood Capital Associates LLC | 0.68% | New | 55,510 | $5.2M |
| Almanack Investment Partners, LLC. | 0.87% | Reduce -1.1% | 55,251 | $5.2M |
| Cresset Asset Management, LLC | 0.02% | Add +2.8% | 55,073 | $5.2M |
| Boothbay Fund Management, LLC | 0.18% | Reduce -26.1% | 54,949 | $5.1M |
| Sanctuary Advisors, LLC | 0.04% | — | 56,244 | $5.1M |
| Meridian Management Co. | 1.39% | Add +26.7% | 54,034 | $5.1M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -35.0% | 53,964 | $5.1M |
| Lake Hills Wealth Management, LLC | 3.62% | Add +17.9% | 53,917 | $5.0M |
| Liquid Strategies, LLC | 1.32% | Reduce -35.7% | 53,784 | $5.0M |
| Kensington Asset Management, LLC | 0.54% | Reduce -35.7% | 53,784 | $5.0M |
| Rock Creek Group LLC | 0.67% | New | 53,562 | $5.0M |
| Fullerton Fund Management Co Ltd. | 0.22% | Reduce -25.4% | 53,153 | $5.0M |
| Great Valley Advisor Group, Inc. | 0.14% | Reduce -0.3% | 53,034 | $5.0M |
| Rothschild Wealth LLC | 1.61% | Add +3.9% | 53,009 | $5.0M |
| Two Sigma Securities, LLC | 0.24% | New | 52,849 | $4.9M |
| Forza Wealth Management, LLC | 2.54% | No change | 52,494 | $4.9M |
| RFG Advisory, LLC | 0.16% | New | 51,152 | $4.8M |
| SPC Financial, Inc. | 0.44% | Add +6.5% | 51,067 | $4.8M |
| Atlas Financial Advisors, Inc. | 7.90% | New | 50,968 | $4.8M |
| Compound Planning, Inc. | 0.34% | Add +693.9% | 49,768 | $4.7M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +22.0% | 48,938 | $4.6M |
| Fifth Third Bancorp | 0.02% | Reduce -15.6% | 48,920 | $4.6M |
| Prudential Financial Inc. | 0.01% | Add +6.3% | 48,867 | $4.6M |
| Forte Asset Management LLC | 2.67% | Add +12.5% | 48,347 | $4.5M |
| Stephens Inc. | 0.07% | Add +9.7% | 48,339 | $4.5M |
| James Investment Research, Inc. | 0.54% | Add +42.7% | 48,335 | $4.5M |
| Evergreen Capital Management LLC | 0.16% | Add +2034.6% | 48,285 | $4.5M |
| Rezny Wealth Management, Inc. | 1.21% | Add +1862.2% | 48,271 | $4.5M |
| Boltwood Capital Management | 1.41% | Add +8.7% | 48,192 | $4.5M |
| Leuthold Group, LLC | 0.52% | Reduce -0.3% | 48,045 | $4.5M |
| Bright Futures Wealth Management, LLC. | 2.43% | Add +6.0% | 45,854 | $4.5M |
| Sourcerock Group LLC | 0.32% | Reduce -0.1% | 47,766 | $4.5M |
| 1832 Asset Management L.P. | 0.01% | Add +18.6% | 47,054 | $4.4M |
| Country Club Bank | 0.30% | Add +49.4% | 46,426 | $4.4M |
| TrinityPoint Wealth, LLC | 0.67% | Add +3.1% | 46,052 | $4.3M |
| Spreng Capital Management, Inc. | 2.17% | Reduce -3.5% | 44,823 | $4.2M |
| WealthTrust Asset Management, LLC | 3.05% | New | 44,609 | $4.2M |
| White Pine Investment CO | 1.22% | Add +3.3% | 44,310 | $4.2M |
| Mutual Advisors, LLC | 0.12% | Reduce -38.1% | 43,186 | $4.1M |
| ABLE Financial Group, LLC | 1.46% | Add +18.5% | 43,119 | $4.0M |
| GenTrust, LLC | 0.22% | Add +6.0% | 43,001 | $4.0M |
| Betterment LLC | 0.01% | Reduce -21.0% | 42,633 | $4.0M |
| Modern Wealth Management, LLC | 0.29% | Reduce -5.5% | 42,609 | $4.0M |
| Mgo One Seven LLC | 0.19% | Add +160.2% | 42,247 | $4.0M |
| Stableford Capital II LLC | 1.55% | New | 41,567 | $4.0M |
| Smith Salley Wealth Management | 0.28% | Reduce -43.1% | 42,137 | $3.9M |
| Black Maple Capital Management LP | 2.89% | Add +21.7% | 42,000 | $3.9M |
| Christensen, King & Associates Investment Services, Inc. | 1.92% | Add +3.5% | 41,522 | $3.9M |
| GeoWealth Management, LLC | 0.17% | Reduce -13.2% | 41,379 | $3.9M |
| Aspire Capital Advisors LLC | 1.23% | Add +2.9% | 40,313 | $3.8M |
| Veridan Wealth LLC | 1.51% | — | 39,413 | $3.8M |
| Beirne Wealth Consulting Services, LLC | 1.52% | Add +14.8% | 40,115 | $3.8M |
| Berkshire Asset Management LLC | 0.19% | New | 40,111 | $3.8M |
| Sigma Planning Corp | 0.12% | Reduce -37.2% | 40,008 | $3.7M |
| Synovus Financial Corp. | 0.05% | Reduce -2.0% | 39,629 | $3.7M |
| Advisory Services Network, LLC | 0.08% | Add +2.5% | 39,616 | $3.7M |
| Fulton Breakefield Broenniman LLC | 0.27% | Reduce -8.1% | 38,837 | $3.6M |
| Central Pacific Bank - Trust Division | 0.45% | Reduce -44.5% | 38,646 | $3.6M |
| Stordahl Capital Management, Inc. | 0.90% | Reduce -15.3% | 38,259 | $3.6M |
| Sage Advisory Services, Ltd.Co. | 1.00% | Add +1.2% | 38,165 | $3.6M |
| Verition Fund Management LLC | 0.03% | Add +138.3% | 37,775 | $3.5M |
| Leavell Investment Management, Inc. | 0.19% | Add +115.4% | 37,600 | $3.5M |
| Principal Securities, Inc. | 0.10% | Add +9.4% | 37,547 | $3.5M |
| Krilogy Financial LLC | 0.26% | Reduce -13.2% | 37,179 | $3.5M |
| Geneos Wealth Management Inc. | 0.15% | Reduce -8.6% | 37,151 | $3.5M |
| Alliance Wealth Advisors, LLC | 1.00% | Add +13.2% | 36,538 | $3.4M |
| One Degree Advisors Inc | 1.64% | Add +8.1% | 36,239 | $3.4M |
| Guidance Capital, Inc. | 1.10% | Add +7.5% | 34,828 | $3.3M |
| 1620 Investment Advisors, Inc. | 2.59% | Add +1.8% | 35,275 | $3.3M |
| SevenBridge Financial Group, LLC | 0.73% | Add +3.2% | 34,009 | $3.3M |
| Transcend Capital Advisors, LLC | 0.24% | Add +4.7% | 35,127 | $3.3M |
| Beam Wealth Advisors, Inc. | 1.07% | Add +27.0% | 34,385 | $3.2M |
| FreeGulliver LLC | 2.19% | Add +70.8% | 34,230 | $3.2M |
| First National Bank of Omaha | 0.21% | No change | 34,123 | $3.2M |
| Capital Analysts, LLC | 0.14% | Add +4.1% | 33,546 | $3.1M |
| Arvest Investments, Inc. | 0.50% | Reduce -49.3% | 33,299 | $3.1M |
| Portside Wealth Group, LLC | 0.59% | Reduce -13.1% | 32,975 | $3.1M |
| Asset Management Group, Inc. | 0.47% | Reduce -1.4% | 32,944 | $3.1M |
| National Philanthropic Trust | 0.06% | Reduce -69.7% | 32,819 | $3.1M |
| Weaver Capital Management LLC | 0.99% | Reduce -10.2% | 32,818 | $3.1M |
| Park Avenue Securities LLC | 0.04% | Reduce -0.2% | 32,668 | $3.1M |
| OLIO Financial Planning | 1.28% | No change | 31,460 | $3.0M |
| J. Safra Sarasin Holding AG | 0.06% | — | 32,425 | $3.0M |
| Values First Advisors, Inc. | 1.81% | Add +4.4% | 32,278 | $3.0M |
| Nations Financial Group Inc, /Ia/ | 0.24% | Add +0.7% | 31,999 | $3.0M |
| Dorsey Wright & Associates | 0.78% | Reduce -2.4% | 31,987 | $3.0M |
| LFA - Lugano Financial Advisors SA | 2.28% | Add +136.3% | 31,972 | $3.0M |
| Greatmark Investment Partners, Inc. | 0.43% | Reduce -0.5% | 31,766 | $3.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -13.8% | 31,224 | $2.9M |
| Commerce Bank | 0.02% | Add +7.4% | 31,121 | $2.9M |
| Archer Investment Corp | 0.84% | Add +2.9% | 30,648 | $2.9M |
| Signet Financial Management, LLC | 0.38% | Add +5.2% | 30,416 | $2.8M |
| World Investment Advisors | 0.17% | Add +427.9% | 29,834 | $2.8M |
| Silverleafe Capital Partners, LLC | 0.98% | Add +6.4% | 29,766 | $2.8M |
| 49 Wealth Management, LLC | 0.55% | Reduce -79.9% | 30,020 | $2.8M |
| RPG Investment Advisory, LLC | 0.41% | Reduce -33.5% | 29,624 | $2.8M |
| First Hawaiian Bank | 0.09% | Reduce -45.4% | 29,605 | $2.8M |
| Guggenheim Capital LLC | 0.02% | No change | 29,604 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | New | 29,393 | $2.8M |
| RiverFront Investment Group, LLC | 0.07% | Reduce -6.0% | 29,184 | $2.7M |
| Marquette Associates, Inc. | 2.04% | No change | 28,850 | $2.7M |
| First American Trust, FSB | 0.27% | Reduce -5.2% | 28,844 | $2.7M |
| AE Wealth Management LLC | 0.03% | Add +0.6% | 28,704 | $2.7M |
| Mount Lucas Management LP | 0.95% | Add +21.0% | 28,515 | $2.7M |
| Cypress Capital, LLC | 0.72% | Add +1.3% | 28,217 | $2.6M |
| Concourse Financial Group Securities, Inc. | 0.17% | Add +46.6% | 28,164 | $2.6M |
| Bryn Mawr Trust Advisors, LLC | 0.14% | Add +5.6% | 27,979 | $2.6M |
| Advance Capital Management, Inc. | 0.12% | Reduce -18.4% | 27,953 | $2.6M |
| Ballew Advisors, Inc | 1.70% | Reduce -5.0% | 27,109 | $2.6M |
| ICA Group Wealth Management, LLC | 1.53% | Reduce -18.1% | 27,299 | $2.6M |
| Belpointe Asset Management LLC | 0.18% | Reduce -5.8% | 27,199 | $2.5M |
| Johnson Financial Group, Inc. | 0.12% | Add +0.5% | 26,797 | $2.5M |
| Vision Capital Management, Inc. | 0.37% | Add +2.9% | 26,556 | $2.5M |
| Carr Financial Group Corp | 0.79% | Add +46.1% | 26,550 | $2.5M |
| DDD Partners, LLC | 0.29% | Add +5.7% | 26,476 | $2.5M |
| Quattro Financial Advisors LLC | 0.65% | Add +2.3% | 26,380 | $2.5M |
| New Century Financial Group, LLC | 1.04% | New | 26,263 | $2.5M |
| Canal Capital Management, LLC | 0.42% | Add +9.0% | 26,157 | $2.4M |
| Simplicity Wealth,LLC | 0.05% | Add +4.7% | 25,915 | $2.4M |
| Certus Wealth Management, LLC | 1.83% | Reduce -11.3% | 25,760 | $2.4M |
| Foundations Investment Advisors, LLC | 0.06% | Add +312.1% | 25,632 | $2.4M |
| Apollon Wealth Management, LLC | 0.07% | Add +17.9% | 24,584 | $2.3M |
| Vident Advisory, LLC | 0.06% | Add +942.2% | 24,555 | $2.3M |
| Deutsche Bank AG | 0.00% | Reduce -92.7% | 24,412 | $2.3M |
| Fifth Third Securities, Inc. | 0.21% | Reduce -9.5% | 24,099 | $2.3M |
| WealthCare Investment Partners, LLC | 1.04% | Reduce -14.1% | 23,787 | $2.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Reduce -0.1% | 23,779 | $2.2M |
| Robinson Value Management, Ltd. | 1.54% | Add +2.5% | 23,601 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.3% | 23,441 | $2.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +7.5% | 23,181 | $2.2M |
| WealthShield Partners, LLC | 0.33% | Add +37.0% | 22,851 | $2.1M |
| Family Firm, Inc. | 0.47% | Add +4.9% | 22,479 | $2.1M |
| Walleye Capital LLC | 0.02% | Reduce -41.0% | 22,414 | $2.1M |
| Corebridge Financial, Inc. | 0.01% | — | 22,100 | $2.1M |
| Crabel Capital Management, LLC | 2.53% | Add +17.4% | 22,034 | $2.1M |
| Burns Matteson Capital Management, LLC | 1.27% | Reduce -9.6% | 21,618 | $2.0M |
| Israel Discount Bank of New York | 3.20% | Reduce -31.6% | 21,447 | $2.0M |
| Hollencrest Capital Management | 0.09% | Reduce -5.5% | 21,352 | $2.0M |
| Circle Wealth Management, LLC | 0.05% | No change | 21,143 | $2.0M |
| TCP Asset Management, LLC | 0.49% | Reduce -17.3% | 20,560 | $1.9M |
| Wallace Advisory Group, LLC | 1.36% | Reduce -7.7% | 20,188 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Add +135.4% | 20,188 | $1.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.76% | Add +11.5% | 20,098 | $1.9M |
| First Community Trust NA | 1.61% | No change | 20,075 | $1.9M |
| Independent Family Office, LLC | 1.07% | Reduce -17.4% | 20,089 | $1.9M |
| Spotlight Asset Group, Inc. | 1.30% | Reduce -7.9% | 19,820 | $1.9M |
| Biltmore Wealth Management, LLC | 0.80% | Add +1.1% | 19,732 | $1.8M |
| Independent Financial Group, LLC | 0.07% | Add +85.4% | 19,510 | $1.8M |
| HB Wealth Management, LLC | 0.02% | New | 19,462 | $1.8M |
| Lewis Asset Management, LLC | 1.39% | Reduce -7.6% | 19,430 | $1.8M |
| Paragon Private Wealth Management, LLC | 1.00% | Add +5.6% | 18,976 | $1.8M |
| Sowell Financial Services LLC | 0.08% | Reduce -1.1% | 18,876 | $1.8M |
| Buck Wealth Strategies, LLC | 0.52% | New | 18,866 | $1.8M |
| Freedom Investment Management, Inc. | 0.14% | Reduce -40.7% | 18,614 | $1.7M |
| Lincoln Capital Corp. | 0.74% | Add +12.7% | 18,474 | $1.7M |
| Choreo, LLC | 0.03% | New | 18,575 | $1.7M |
| Verus Capital Partners, LLC | 0.18% | Reduce -2.6% | 18,301 | $1.7M |
| SimpliFi, Inc. | 0.78% | Add +13.4% | 18,058 | $1.7M |
| Warner Financial, Inc. | 0.82% | Reduce -2.9% | 17,954 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +12.8% | 17,946 | $1.7M |
| Ascentis Independent Advisors | 0.35% | — | 17,889 | $1.7M |
| Financial Counselors Inc. | 0.03% | Add +124.6% | 17,641 | $1.7M |
| Stablepoint Partners, LLC | 0.32% | Add +82.2% | 17,270 | $1.6M |
| waypoint wealth counsel | 1.26% | Reduce -3.8% | 17,540 | $1.6M |
| Access Financial Services, Inc. | 0.75% | Reduce -7.2% | 17,517 | $1.6M |
| W1M Asset Management Ltd | 0.14% | Add +66.7% | 17,500 | $1.6M |
| Picton Mahoney Asset Management | 0.07% | No change | 17,370 | $1.6M |
| Legacy Private Trust Co. | 0.11% | Reduce -29.5% | 17,166 | $1.6M |
| Waterloo Capital, L.P. | 0.19% | New | 16,948 | $1.6M |
| Smartleaf Asset Management LLC | 0.26% | Add +9.3% | 16,569 | $1.6M |
| IHT Wealth Management, LLC | 0.06% | Add +33.0% | 16,640 | $1.6M |
| Atlas Brown,Inc. | 0.55% | Reduce -2.2% | 16,375 | $1.5M |
| HCR Wealth Advisors | 0.22% | No change | 16,245 | $1.5M |
| Formidable Asset Management, LLC | 0.25% | Add +7.0% | 16,226 | $1.5M |
| Waverly Advisors, LLC | 0.03% | Add +197.3% | 16,188 | $1.5M |
| United Asset Strategies, Inc. | 0.15% | Add +9.4% | 15,901 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -1.5% | 15,784 | $1.5M |
| Hilltop Holdings Inc. | 0.17% | Reduce -19.1% | 15,472 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -6.0% | 15,471 | $1.4M |
| Forefront Analytics, LLC | 0.69% | Add +24.4% | 15,430 | $1.4M |
| SignalPoint Asset Management, LLC | 0.39% | Reduce -6.3% | 15,416 | $1.4M |
| JT Stratford LLC | 0.26% | Add +14.1% | 14,987 | $1.4M |
| Prosperity Consulting Group, LLC | 0.19% | Reduce -18.6% | 14,921 | $1.4M |
| New Potomac Partners, LLC | 0.76% | Add +1.8% | 14,888 | $1.4M |
| Midwest Professional Planners, LTD. | 0.46% | Reduce -2.7% | 14,819 | $1.4M |
| HRT Financial LP | 0.01% | New | 14,768 | $1.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -84.5% | 14,450 | $1.4M |
| Faithward Advisors, LLC | 0.24% | Add +23.9% | 14,427 | $1.4M |
| Retirement Income Solutions, Inc. | 0.32% | Reduce -58.6% | 14,340 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +10.9% | 14,198 | $1.3M |
| Karpus Management, Inc. | 0.04% | Reduce -1.6% | 14,185 | $1.3M |
| Palogic Value Management, L.P. | 0.56% | New | 14,100 | $1.3M |
| Financial Advocates Investment Management | 0.08% | Add +51.2% | 13,627 | $1.3M |
| ETF Store, Inc. | 1.35% | Reduce -45.6% | 13,973 | $1.3M |
| Virtue Capital Management, LLC | 0.22% | Reduce -12.4% | 13,820 | $1.3M |
| Gsa Capital Partners LLP | 0.09% | New | 13,671 | $1.3M |
| Columbus Macro, LLC | 0.49% | Add +102.9% | 13,554 | $1.3M |
| Rathbones Group PLC | 0.01% | Reduce -17.8% | 13,556 | $1.3M |
| Boyce & Associates Wealth Consulting, Inc. | 1.48% | Reduce -47.6% | 13,445 | $1.3M |
| First Citizens Bank & Trust Co. | 0.02% | Add +0.2% | 13,417 | $1.3M |
| One Charles Private Wealth Services, LLC | 0.52% | Add +1.4% | 13,393 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.13% | Reduce -53.5% | 13,318 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.03% | New | 13,158 | $1.2M |
| Sound View Wealth Advisors Group, LLC | 0.13% | Reduce -3.0% | 13,153 | $1.2M |
| Fiducient Advisors LLC | 0.17% | New | 13,134 | $1.2M |
| J. W. Coons Advisors, LLC | 0.23% | Add +3.9% | 13,104 | $1.2M |
| International Assets Investment Management, LLC | 0.11% | Reduce -11.6% | 12,939 | $1.2M |
| Hanover Advisors Inc. | 0.53% | Reduce -12.0% | 12,666 | $1.2M |
| Biondo Investment Advisors, LLC | 0.17% | Add +4.6% | 12,600 | $1.2M |
| Canopy Partners, LLC | 0.55% | Reduce -12.9% | 12,571 | $1.2M |
| Capital Asset Advisory Services LLC | 0.06% | Reduce -2.4% | 11,990 | $1.1M |
| Cordgrass Capital Advisors, LLC | 0.35% | Add +1.1% | 12,039 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -2.4% | 11,990 | $1.1M |
| Narus Financial Partners, LLC | 0.45% | Reduce -7.3% | 11,966 | $1.1M |
| Eagle Global Advisors LLC | 0.06% | Reduce -0.4% | 11,904 | $1.1M |
| BayBridge Capital Group, LLC | 0.87% | Reduce -1.4% | 11,904 | $1.1M |
| Syntax Research, Inc. | 0.88% | Add +11.2% | 11,853 | $1.1M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -9.7% | 11,287 | $1.1M |
| Innova Wealth Partners | 0.75% | Add +161.1% | 11,244 | $1.1M |
| Continuum Advisory, LLC | 0.15% | Reduce -1.1% | 11,192 | $1.0M |
| Exencial Wealth Advisors, LLC | 0.04% | Reduce -5.3% | 11,147 | $1.0M |
| Boston Financial Mangement LLC | 0.03% | No change | 11,131 | $1.0M |
| Kornitzer Capital Management Inc. | 0.02% | No change | 11,003 | $1.0M |
| Savior LLC | 5.35% | Reduce -30.1% | 10,983 | $1.0M |
| Arkadios Wealth Advisors | 0.07% | Add +350.6% | 10,895 | $1.0M |
| Ballentine Partners, LLC | 0.02% | New | 10,852 | $1.0M |
| Chesley Taft & Associates LLC | 0.05% | Reduce -0.9% | 10,750 | $1.0M |
| King Wealth Management Group | 0.17% | Reduce -4.4% | 10,720 | $1.0M |
| Adapt Wealth Advisors, LLC | 0.63% | Reduce -13.8% | 10,673 | $1000K |
| Midland Wealth Advisors, LLC | 0.06% | New | 10,640 | $996K |
| Northern Trust Corp. | 0.00% | Add +2.8% | 10,635 | $996K |
| Rollins Financial Advisors, LLC | 0.17% | Add +9.5% | 10,621 | $995K |
| Dakota Wealth Management | 0.02% | No change | 10,556 | $989K |
| Roundview Capital LLC | 0.08% | Add +7.8% | 10,468 | $980K |
| LexAurum Advisors, LLC | 0.24% | Add +23.4% | 10,405 | $974K |
| Focused Wealth Management, Inc | 0.14% | Add +13.0% | 10,277 | $962K |
| VestGen Investment Management | 0.28% | Add +15.8% | 10,253 | $960K |
| Financial Network Wealth Advisors LLC | 0.72% | Reduce -3.6% | 10,228 | $958K |
| Centric Wealth Management | 0.28% | Reduce -80.2% | 10,087 | $958K |
| Fortune Financial Advisors, LLC | 0.59% | Add +0.1% | 10,205 | $956K |
| Ascent Group, LLC | 0.08% | Add +11.2% | 10,193 | $955K |
| Checchi Capital Advisers, LLC | 0.08% | Reduce -23.5% | 10,173 | $953K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -10.3% | 10,132 | $949K |
| Blair William & Co. | 0.00% | Reduce -5.8% | 10,117 | $947K |
| XR Securities LLC | 1.60% | New | 10,098 | $946K |
| Steel Grove Capital Advisors, LLC | 0.13% | No change | 10,000 | $937K |
| Lavaca Capital LLC | 0.49% | New | 9,640 | $903K |
| Community Bank, N.A. | 0.12% | Reduce -0.2% | 9,594 | $898K |
| WBH Advisory Inc. | 0.09% | Add +20.3% | 9,531 | $893K |
| Strategic Blueprint, LLC | 0.06% | Reduce -34.1% | 9,514 | $891K |
| Bowman & Co S.C. | 0.51% | Reduce -4.4% | 9,459 | $886K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -30.5% | 9,322 | $873K |
| Silver Oak Securities, Incorporated | 0.13% | Reduce -23.7% | 9,296 | $871K |
| Flagstar Securities, Inc. | 0.24% | Add +2.6% | 9,282 | $869K |
| Diversify Wealth Management, LLC | 0.11% | — | 8,677 | $848K |
| Trek Financial, LLC | 0.07% | Reduce -11.8% | 9,022 | $845K |
| Rockingstone Advisors LLC | 0.43% | New | 8,955 | $839K |
| Lake Street Advisors Group, LLC | 0.04% | Add +23.4% | 8,900 | $833K |
| Horan Securities, Inc. | 0.36% | Add +1.1% | 8,867 | $830K |
| Pacifica Partners Inc. | 0.36% | Reduce -10.2% | 8,863 | $830K |
| VitalStone Financial, LLC | 0.59% | Add +230.3% | 8,729 | $817K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -4.4% | 8,725 | $817K |
| Amarillo National Bank | 0.15% | Add +1.2% | 8,545 | $800K |
| Milestone Asset Management, LLC | 0.20% | Add +158.3% | 8,533 | $799K |
| Prism Advisors, Inc. | 0.24% | Add +35.4% | 8,463 | $793K |
| Clearstead Advisors, LLC | 0.01% | Add +534.6% | 8,409 | $787K |
| Gibbs Wealth Management | 0.32% | Add +245.4% | 8,377 | $785K |
| Banque Cantonale Vaudoise | 0.03% | Reduce -16.3% | 8,239 | $772K |
| Jones Financial Companies LLLP | 0.00% | New | 8,208 | $769K |
| Heritage Oak Wealth Advisors LLC | 0.40% | — | 8,187 | $767K |
| Birchcreek Wealth Management, LLC | 0.43% | Add +58.3% | 8,135 | $762K |
| Prentice Wealth Management LLC | 0.24% | No change | 7,975 | $747K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | No change | 7,958 | $745K |
| TTP Investments, Inc. | 0.28% | Reduce -97.0% | 7,842 | $734K |
| Vicus Capital | 0.07% | Reduce -0.6% | 7,836 | $734K |
| TriaGen Wealth Management LLC | 0.28% | Add +16.7% | 7,738 | $725K |
| FDx Advisors, Inc. | 0.20% | Add +5.0% | 7,648 | $716K |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +2.5% | 7,639 | $715K |
| Dogwood Wealth Management LLC | 0.44% | Add +20.9% | 7,627 | $714K |
| TSA Wealth Managment LLC | 0.30% | Add +223.9% | 7,606 | $712K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -15.5% | 7,560 | $708K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 7,550 | $707K |
| Avalon Capital Management | 0.22% | No change | 7,536 | $706K |
| Victory Financial Group, LLC | 0.33% | New | 7,478 | $700K |
| Pathstone Holdings, LLC | 0.00% | Add +61.9% | 7,473 | $700K |
| Coppell Advisory Solutions LLC | 0.11% | — | 7,403 | $693K |
| Icon Wealth Advisors, LLC | 0.06% | Add +31.5% | 7,211 | $693K |
| WPWealth LLP | 0.16% | No change | 7,223 | $676K |
| Arrien Investments, Inc. | 0.52% | Reduce -23.5% | 7,126 | $667K |
| Vigilare Wealth Management | 0.29% | Add +3.2% | 7,078 | $663K |
| Sapient Capital LLC | 0.01% | Add +20.9% | 7,027 | $658K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +307.3% | 7,021 | $658K |
| Goelzer Investment Management, Inc. | 0.04% | Add +2.2% | 6,981 | $654K |
| Summit Global Investments | 0.05% | Add +31.6% | 6,957 | $652K |
| Realta Investment Advisors | 0.13% | Add +676.7% | 6,843 | $641K |
| Howard Capital Management, LLC | 0.06% | Add +17.4% | 6,803 | $637K |
| Wick Capital Partners, LLC | 0.22% | New | 6,724 | $630K |
| Patten & Patten Inc. | 0.04% | Reduce -10.0% | 6,720 | $629K |
| Brickley Wealth Management | 0.14% | No change | 6,698 | $627K |
| Cambridge Advisors Inc. | 0.15% | No change | 6,671 | $625K |
| Ridgewood Investments LLC | 0.31% | Reduce -0.9% | 6,651 | $623K |
| Spirit of America Management Corp. | 0.13% | Add +928.5% | 6,613 | $619K |
| Caxton Associates LP | 0.02% | New | 6,435 | $603K |
| M3 Advisory Group, LLC | 0.50% | No change | 6,430 | $602K |
| Quadcap Wealth Management, LLC | 0.11% | No change | 6,416 | $601K |
| Private Trust Co. NA | 0.06% | Add +19.0% | 6,402 | $600K |
| Cambria Investment Management, L.P. | 0.04% | No change | 6,327 | $591K |
| High Falls Advisors, Inc | 0.14% | Add +0.7% | 6,290 | $589K |
| E&G Advisors, LLC | 0.17% | New | 6,201 | $581K |
| Crestwood Advisors Group, LLC | 0.01% | Add +2.2% | 6,079 | $569K |
| Heritage Wealth Partners, LLC | 0.82% | Reduce -20.4% | 6,077 | $569K |
| Camarda Financial Advisors, LLC | 0.22% | New | 6,057 | $567K |
| Strategic Wealth Partners, Ltd. | 0.06% | Reduce -4.8% | 6,046 | $566K |
| L.M. Kohn & Company | 0.15% | Reduce -11.6% | 6,030 | $565K |
| Summa Corp. | 0.27% | No change | 5,930 | $555K |
| Alerus Financial NA | 0.04% | Reduce -8.5% | 5,898 | $552K |
| Klaas Financial Asset Advisors, LLC | 0.10% | Add +6.6% | 5,841 | $547K |
| First Citizens Asset Management, Inc. | 0.20% | Reduce -1.8% | 5,731 | $537K |
| Lighthouse Investment Partners, LLC | 0.03% | Reduce -53.5% | 5,724 | $536K |
| American Financial Advisors, LLC | 0.07% | Add +0.8% | 5,630 | $527K |
| PFG Investments, LLC | 0.04% | Add +4.3% | 5,628 | $527K |
| Strategy Asset Managers LLC | 0.12% | Add +73.6% | 5,395 | $521K |
| Montis Financial, LLC | 0.24% | No change | 5,475 | $513K |
| Chemistry Wealth Management LLC | 0.13% | Reduce -1.7% | 5,426 | $508K |
| Carrera Capital Advisors | 0.17% | — | 5,425 | $508K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +10.6% | 5,381 | $504K |
| AlTi Global, Inc. | 0.01% | New | 5,373 | $503K |
| Fiera Capital Corp | 0.00% | Add +2.1% | 5,285 | $495K |
| Fiduciary Trust Co | 0.01% | Reduce -1.6% | 5,278 | $494K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -6.1% | 5,262 | $493K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +2.0% | 5,257 | $492K |
| Vanguard Capital Wealth Advisors | 0.33% | Reduce -4.1% | 5,210 | $488K |
| Cosner Financial Group, LLC | 0.34% | Reduce -1.8% | 12,609 | $485K |
| Solstein Capital, LLC | 0.32% | No change | 5,165 | $484K |
| TruWealth Advisors, LLC | 0.03% | Reduce -99.0% | 5,150 | $482K |
| Kinloch Capital, LLC | 0.25% | Add +5.8% | 5,102 | $478K |
| Banque Pictet & Cie SA | 0.00% | Add +10.1% | 4,997 | $468K |
| Tower Wealth Partners, Inc. | 0.29% | Reduce -28.2% | 4,944 | $463K |
| Regions Financial Corp. | 0.00% | Reduce -24.8% | 4,935 | $462K |
| Morningstar Investment Services LLC | 0.01% | Add +65.0% | 4,890 | $460K |
| Yoder Wealth Management, Inc. | 0.30% | No change | 4,915 | $460K |
| M&T Bank Corp | 0.00% | Reduce -24.8% | 4,897 | $459K |
| Catalyst Private Wealth, LLC | 0.24% | Add +2.7% | 4,802 | $450K |
| Bellecapital International Ltd. | 0.10% | No change | 4,794 | $449K |
| Discovery Capital Management, LLC / CT | 0.06% | Add +5.7% | 4,782 | $448K |
| Norden Group LLC | 0.09% | Reduce -11.4% | 4,781 | $448K |
| Drive Wealth Management, LLC | 0.12% | Reduce -63.8% | 4,780 | $448K |
| Patten Group, Inc. | 0.11% | Add +54.4% | 4,779 | $448K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -66.8% | 4,758 | $446K |
| Up Strategic Wealth Investment Advisors LLC | 0.67% | Reduce -7.1% | 4,727 | $443K |
| CreativeOne Wealth, LLC | 0.02% | Add +12.3% | 4,502 | $421K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.6% | 4,452 | $417K |
| Global Trust Asset Management, LLC | 0.17% | Reduce -4.3% | 4,450 | $417K |
| Phillips Wealth Planners LLC | 0.44% | Add +2.7% | 4,401 | $414K |
| KG Capital Management | 0.14% | New | 4,420 | $414K |
| Hunting Hill Global Capital, LLC | 0.21% | Reduce -64.4% | 4,420 | $414K |
| Aire Advisors, LLC | 0.09% | New | 4,386 | $411K |
| Capital Planning Advisors, LLC | 0.07% | Reduce -40.9% | 4,342 | $407K |
| Boyd Watterson Asset Management LLC | 0.12% | Reduce -8.5% | 4,330 | $406K |
| Bond & Devick Financial Network, Inc. | 0.21% | Add +24.5% | 4,281 | $401K |
| GR Financial Group, LLC | 0.09% | Add +0.9% | 4,261 | $399K |
| Roble, Belko & Company, Inc | 0.07% | Add +165.1% | 4,242 | $397K |
| ProVise Management Group, LLC | 0.03% | New | 4,238 | $397K |
| Csenge Advisory Group | 0.02% | Reduce -5.3% | 4,226 | $396K |
| Westside Investment Management, Inc. | 0.09% | Reduce -3.8% | 4,218 | $395K |
| Pitcairn Co. | 0.02% | No change | 4,213 | $395K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | New | 4,209 | $394K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -13.4% | 4,190 | $394K |
| AlphaCentric Advisors LLC | 0.29% | Add +30.1% | 4,188 | $392K |
| Trilogy Capital Inc. | 0.02% | New | 4,146 | $388K |
| Family Asset Management, LLC | 0.25% | Add +95.6% | 4,131 | $387K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -19.7% | 4,089 | $383K |
| Mather Group, Llc. | 0.00% | Reduce -12.7% | 4,016 | $380K |
| Park Place Capital Corp | 0.12% | Reduce -1.8% | 3,998 | $374K |
| 4J Wealth Management LLC | 0.30% | Reduce -1.4% | 3,914 | $366K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -1.3% | 3,854 | $361K |
| Magnus Financial Group LLC | 0.04% | New | 3,793 | $355K |
| Investment Advisory Group, LLC | 0.14% | Reduce -0.1% | 3,786 | $355K |
| HTLF Bank | 0.04% | Add +21.7% | 3,776 | $354K |
| Natixis | 0.00% | Add +102.9% | 3,760 | $352K |
| Atlantic Union Bankshares Corp | 0.02% | New | 3,757 | $352K |
| Harbour Investments, Inc. | 0.01% | Add +2.7% | 3,730 | $349K |
| Cabana LLC | 1.59% | New | 3,719 | $348K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -49.4% | 3,698 | $346K |
| Renasant Bank | 0.23% | No change | 3,627 | $340K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -2.8% | 3,602 | $337K |
| Traphagen Investment Advisors LLC | 0.04% | Reduce -9.4% | 3,480 | $326K |
| Western Wealth Management, LLC | 0.02% | Add +9.2% | 3,475 | $325K |
| Northwest Wealth Management, LLC | 0.08% | Reduce -10.0% | 3,472 | $325K |
| Tran Capital Management, L.P. | 0.04% | New | 3,450 | $323K |
| Franklin Resources Inc. | 0.00% | Reduce -30.4% | 3,413 | $320K |
| RS Crum Inc. | 0.08% | No change | 3,350 | $314K |
| Jacobi Capital Management LLC | 0.03% | Reduce -0.5% | 3,343 | $313K |
| Wealthstar Advisors, LLC | 0.25% | New | 3,317 | $311K |
| KPP Advisory Services LLC | 0.08% | Reduce -2.4% | 3,309 | $310K |
| Parcion Private Wealth LLC | 0.03% | Reduce -31.0% | 3,278 | $307K |
| Advisors Asset Management, Inc. | 0.01% | Add +88.9% | 3,274 | $307K |
| Berger Financial Group, Inc | 0.02% | Add +46.3% | 3,271 | $306K |
| D.A. Davidson & Co. | 0.00% | Reduce -50.3% | 3,268 | $306K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -90.2% | 3,236 | $303K |
| Matrix Trust Co | 0.07% | Add +3.9% | 3,182 | $298K |
| Insigneo Advisory Services, LLC | 0.03% | New | 3,038 | $297K |
| Elevated Capital Advisors, LLC | 0.08% | Reduce -2.1% | 3,148 | $295K |
| Empower Advisory Group, LLC | 0.00% | Add +25.7% | 3,111 | $291K |
| Sovereign Financial Group, Inc. | 0.07% | Add +1.7% | 3,109 | $291K |
| Allworth Financial LP | 0.00% | Add +57.0% | 3,068 | $290K |
| Gryphon Financial Partners LLC | 0.04% | New | 3,094 | $290K |
| Vontobel Holding Ltd. | 0.00% | Reduce -71.8% | 3,057 | $286K |
| Clare Market Investments LLC | 0.08% | Reduce -66.6% | 3,043 | $285K |
| Shayne & Jacobs, LLC | 0.08% | No change | 3,040 | $285K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Add +1.2% | 3,023 | $283K |
| Forbes J M & Co. LLP | 0.03% | Reduce -0.4% | 2,992 | $280K |
| Uptick Partners, LLC | 0.21% | No change | 2,953 | $280K |
| Rede Wealth, LLC | 0.26% | Add +21.0% | 2,983 | $279K |
| NorthRock Partners, LLC | 0.01% | Add +103.4% | 2,970 | $278K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 2,965 | $278K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 2,953 | $277K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -95.8% | 2,945 | $276K |
| Stanley-Laman Group, Ltd. | 0.04% | New | 2,924 | $274K |
| SVB Wealth LLC | 0.01% | Reduce -2.9% | 2,924 | $274K |
| Roger Wittlin Investment Advisory, LLC | 0.17% | New | 2,908 | $272K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -9.0% | 2,903 | $272K |
| Regimen Wealth, LLC | 0.09% | Add +13.7% | 2,898 | $271K |
| HUB Investment Partners, LLC | 0.01% | Reduce -10.6% | 2,883 | $270K |
| Clarity Capital Partners LLC | 0.17% | New | 2,882 | $270K |
| Ameraudi Asset Management, Inc. | 0.12% | Reduce -10.1% | 2,864 | $268K |
| FC Advisory LLC | 0.10% | Add +0.7% | 2,847 | $267K |
| Drucker Wealth 3.0, LLC | 0.07% | — | 2,837 | $266K |
| Pacific Financial Group Inc. | 0.19% | Reduce -65.7% | 2,834 | $265K |
| Savant Capital, LLC | 0.00% | Reduce -5.6% | 2,832 | $265K |
| Lifeworks Advisors, LLC | 0.07% | New | 2,786 | $261K |
| Acorn Wealth Advisors, LLC | 0.13% | Reduce -9.1% | 2,785 | $261K |
| Cape Investment Advisory, Inc. | 0.12% | Add +16.2% | 2,783 | $261K |
| Sage Capital Advisors,llc | 0.07% | No change | 2,774 | $260K |
| Busey Bank | 0.01% | No change | 2,767 | $259K |
| Maripau Wealth Management LLC | 0.18% | Add +3.3% | 2,766 | $259K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -11.2% | 2,768 | $259K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 2,735 | $256K |
| Brass Tax Wealth Management, Inc. | 0.05% | Reduce -7.3% | 2,725 | $255K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 2,722 | $255K |
| NBT Bank, N.A. | 0.02% | No change | 2,695 | $252K |
| Opal Wealth Advisors, LLC | 0.08% | New | 2,661 | $249K |
| Good Life Advisors, LLC | 0.02% | Reduce -40.1% | 2,659 | $249K |
| Diligent Investors, LLC | 0.06% | Reduce -4.7% | 2,657 | $249K |
| Titleist Asset Management, LLC | 0.04% | New | 2,654 | $249K |
| Valmark Advisers, Inc. | 0.00% | Add +6.7% | 2,653 | $248K |
| Walker Asset Management, LLC | 0.17% | Add +1.8% | 2,651 | $248K |
| Tidal Investments LLC | 0.00% | Reduce -62.6% | 2,651 | $248K |
| Bremer Bank National Association | 0.05% | No change | 2,621 | $245K |
| Baker Tilly Wealth Management, LLC | 0.10% | Reduce -83.9% | 2,614 | $245K |
| GM Advisory Group, LLC | 0.02% | Add +23.2% | 2,611 | $245K |
| Moneco Advisors, LLC | 0.04% | New | 2,598 | $243K |
| Avaii Wealth Management, LLC | 0.13% | Add +4.5% | 2,598 | $243K |
| Horst & Graben Wealth Management LLC | 0.05% | New | 2,595 | $243K |
| Aptus Capital Advisors, LLC | 0.00% | Add +6.0% | 2,585 | $242K |
| Pasadena Private Wealth, LLC | 0.06% | Add +0.2% | 2,564 | $240K |
| Lyell Wealth Management, LP | 0.02% | Reduce -28.6% | 2,553 | $239K |
| Wisconsin Capital Management LLC | 0.12% | No change | 2,550 | $239K |
| Parallel Advisors, LLC | 0.01% | Reduce -12.6% | 2,547 | $239K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -7.9% | 2,544 | $238K |
| Afg Fiduciary Services Limited Partnership | 0.17% | No change | 2,500 | $236K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 2,523 | $236K |
| Caitlin John, LLC | 0.17% | No change | 2,518 | $236K |
| Wealth Alliance, LLC | 0.03% | Reduce -93.4% | 2,501 | $234K |
| Legacy PCG, LLC | 0.15% | No change | 2,482 | $232K |
| Accurate Wealth Management, LLC | 0.06% | New | 2,454 | $232K |
| Alera Investment Advisors, LLC | 0.03% | New | 2,480 | $232K |
| Power Wealth Management LLC | 0.11% | Add +2.7% | 2,474 | $232K |
| Invst, LLC | 0.03% | Reduce -11.9% | 2,485 | $230K |
| Sollinda Capital Management LLC | 0.07% | Reduce -57.0% | 2,456 | $230K |
| Optimum Investment Advisors | 0.10% | No change | 2,450 | $229K |
| Gray Private Wealth, LLC | 0.15% | No change | 2,431 | $228K |
| Regal Investment Advisors LLC | 0.01% | Reduce -60.1% | 2,418 | $226K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.9% | 2,393 | $224K |
| KFG Wealth Management, LLC | 0.09% | No change | 2,389 | $224K |
| Marcum Wealth, LLC | 0.02% | New | 2,365 | $221K |
| Glenview Trust Co | 0.00% | Add +9.5% | 2,359 | $221K |
| Wealthspan Partners, LLC | 0.12% | New | 2,357 | $221K |
| Ashton Thomas Securities, LLC | 0.05% | — | 2,326 | $219K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +0.2% | 2,337 | $219K |
| Davies Financial Advisors, Inc. | 0.20% | Reduce -43.8% | 2,331 | $218K |
| Farther Finance Advisors, LLC | 0.01% | Add +11.5% | 2,308 | $214K |
| Rothschild Investment LLC | 0.01% | Add +5.8% | 2,275 | $213K |
| Exchange Capital Management, Inc. | 0.03% | Reduce -1.2% | 2,251 | $211K |
| Palisade Asset Management, LLC | 0.02% | No change | 2,250 | $211K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,245 | $210K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -38.3% | 2,241 | $210K |
| WNY Asset Management, LLC | 0.03% | Reduce -24.3% | 2,214 | $207K |
| Seven Mile Advisory | 0.15% | Add +0.9% | 2,206 | $207K |
| Crew Capital Management, Ltd | 0.17% | New | 2,199 | $206K |
| Mma Asset Management LLC | 0.09% | Reduce -1.5% | 2,144 | $201K |
| Pinnacle Bancorp, Inc. | 0.06% | Add +36.7% | 2,140 | $200K |
| Larson Financial Group LLC | 0.01% | Add +28.8% | 2,109 | $198K |
| UMB Bank, n.a. | 0.00% | Reduce -32.4% | 2,073 | $194K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,053 | $192K |
| Mechanics Financial Corp | 0.09% | No change | 1,910 | $179K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.1% | 1,896 | $178K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,891 | $177K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -53.9% | 1,742 | $164K |
| Howe & Rusling Inc. | 0.01% | Reduce -17.0% | 1,680 | $157K |
| Northwest Capital Management Inc | 0.06% | Reduce -43.0% | 1,644 | $154K |
| Horizon Investments, LLC | 0.00% | No change | 1,641 | $153K |
| Bokf, NA | 0.00% | Add +40.6% | 1,609 | $151K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -10.0% | 1,577 | $148K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -17.7% | 1,569 | $147K |
| Balefire, LLC | 0.05% | Add +7660.0% | 1,552 | $145K |
| Kiely Wealth Advisory Group, Inc. | 0.08% | Add +27.9% | 1,508 | $145K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,480 | $139K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,480 | $139K |
| Wolverine Asset Management LLC | 0.01% | Add +55.6% | 1,400 | $131K |
| Avior Wealth Management, LLC | 0.01% | Reduce -16.6% | 1,362 | $128K |
| Creative Financial Designs Inc. | 0.01% | Add +20.4% | 1,319 | $124K |
| Ballast Advisors LLC | 0.04% | Reduce -14.4% | 1,311 | $123K |
| Bangor Savings Bank | 0.01% | Reduce -18.1% | 1,283 | $120K |
| Gleason Group, Inc. | 0.02% | New | 1,272 | $119K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -77.5% | 1,221 | $114K |
| Wetzel Investment Advisors, Inc. | 0.06% | Reduce -29.6% | 1,150 | $109K |
| Financial Gravity Asset Management, Inc. | 0.03% | Reduce -5.9% | 1,130 | $106K |
| Caldwell Sutter Capital, Inc. | 0.05% | Add +0.3% | 1,112 | $104K |
| MCF Advisors LLC | 0.01% | Add +6.5% | 1,054 | $99K |
| Lanark Financial, Inc. | 0.01% | Add +38.8% | 933 | $87K |
| Lynx Investment Advisory | 0.06% | — | 900 | $84K |
| Fortitude Family Office, LLC | 0.05% | No change | 889 | $83K |
| Tortoise Investment Management, LLC | 0.01% | No change | 872 | $82K |
| Bfsg, LLC | 0.01% | Reduce -13.7% | 853 | $80K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 825 | $77K |
| CENTRAL TRUST Co | 0.00% | No change | 818 | $77K |
| Stephens Consulting, LLC | 0.02% | Add +11414.3% | 806 | $75K |
| Colonial Trust Co / SC | 0.01% | Reduce -2.2% | 801 | $75K |
| Webster Bank, N. A. | 0.01% | Add +13.4% | 778 | $73K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.8% | 752 | $70K |
| Addison Advisors LLC | 0.02% | Add +141.9% | 733 | $69K |
| Wallace Hart LLC | 0.05% | No change | 712 | $67K |
| Atwood & Palmer Inc. | 0.00% | Add +125.7% | 677 | $63K |
| NWK Group, Inc. | 0.03% | Add +0.3% | 648 | $61K |
| Kelly Financial Services LLC | 0.02% | Add +0.7% | 617 | $58K |
| Crewe Advisors LLC | 0.01% | Reduce -1.9% | 570 | $53K |
| Highline Wealth Partners LLC | 0.02% | Add +0.9% | 564 | $53K |
| PSI Advisors, LLC | 0.02% | New | 544 | $51K |
| Rice Partnership, LLC | 0.01% | Reduce -36.6% | 530 | $50K |
| Ancora Advisors LLC | 0.00% | No change | 530 | $50K |
| Beacon Capital Management, LLC | 0.01% | Reduce -32.2% | 526 | $49K |
| Aspect Partners, LLC | 0.03% | New | 522 | $49K |
| Raleigh Capital Management Inc. | 0.02% | New | 522 | $49K |
| Tucker Asset Management LLC | 0.01% | Add +239.5% | 516 | $48K |
| WFA of San Diego, LLC | 0.04% | — | 470 | $44K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +306.1% | 467 | $44K |
| Barrett & Company, Inc. | 0.02% | No change | 460 | $43K |
| Liberty Wealth Management LLC | 0.01% | New | 26,217 | $43K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 460 | $43K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 458 | $43K |
| Nemes Rush Group LLC | 0.01% | Add +5.2% | 447 | $42K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +7.9% | 436 | $41K |
| Central Bank & Trust Co. | 0.01% | No change | 434 | $41K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -42.0% | 426 | $40K |
| Founders Financial Alliance, LLC | 0.01% | No change | 426 | $40K |
| FSC Wealth Advisors, LLC | 0.03% | No change | 414 | $39K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 409 | $38K |
| Versant Capital Management, Inc | 0.01% | No change | 400 | $37K |
| Riggs Asset Managment Co. Inc. | 0.01% | New | 380 | $36K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 368 | $34K |
| Rakuten Securities, Inc. | 0.01% | Add +1312.5% | 339 | $32K |
| Gradient Investments LLC | 0.00% | Reduce -49.5% | 316 | $30K |
| CVA Family Office, LLC | 0.01% | No change | 315 | $30K |
| Janiczek Wealth Management, LLC | 0.01% | No change | 314 | $29K |
| Innealta Capital, LLC | 0.01% | New | 294 | $28K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 290 | $27K |
| LGT Financial Advisors LLC | 0.05% | Add +4.7% | 268 | $25K |
| Tsfg, LLC | 0.01% | Add +0.8% | 267 | $25K |
| Capital Investment Counsel, Inc | 0.00% | New | 266 | $25K |
| Robinswood Financial LLC | 0.01% | No change | 255 | $24K |
| WASHINGTON TRUST Co | 0.00% | New | 248 | $23K |
| Sound Income Strategies, LLC | 0.00% | Add +77.3% | 234 | $22K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 230 | $22K |
| Bray Capital Advisors | 0.01% | No change | 225 | $21K |
| FAS Wealth Partners, Inc. | 0.00% | Add +453.9% | 216 | $20K |
| Register Financial Advisors LLC | 0.01% | Reduce -22.6% | 216 | $20K |
| Sona Asset Management (us) LLC | 0.02% | New | 210 | $20K |
| Indiana Trust & Investment Management Co | 0.01% | Reduce -64.7% | 207 | $19K |
| ORG Partners LLC | 0.00% | New | 189 | $18K |
| Sandy Spring Bank | 0.00% | New | 189 | $18K |
| Clearstead Trust, LLC | 0.00% | No change | 182 | $17K |
| Denver PWM, LLC | 0.01% | New | 181 | $17K |
| Trust Co | 0.00% | No change | 180 | $17K |
| SIMA Wealth Partners, LLC | 0.02% | — | 174 | $16K |
| Morgan Dempsey Capital Management LLC | 0.01% | New | 172 | $16K |
| Trivant Custom Portfolio Group, LLC | 0.01% | Add +33.6% | 155 | $15K |
| SYM FINANCIAL Corp | 0.00% | New | 137 | $13K |
| Richardson Financial Services Inc. | 0.01% | Reduce -38.7% | 122 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | New | 119 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 106 | $10K |
| Investors Research Corp | 0.00% | Add +146.3% | 101 | $9K |
| First United Bank & Trust | 0.00% | Reduce -33.3% | 100 | $9K |
| Y.D. More Investments Ltd | 0.00% | No change | 100 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 97 | $9K |
| Atticus Wealth Management, LLC | 0.00% | Add +1.1% | 95 | $9K |
| Rogco, LP | 0.00% | No change | 94 | $9K |
| Cornerstone Planning Group LLC | 0.00% | No change | 90 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 92 | $9K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 82 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -85.3% | 83 | $8K |
| Main Street Group, LTD | 0.00% | No change | 77 | $7K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 71 | $7K |
| Tidemark, LLC | 0.00% | Reduce -82.9% | 71 | $7K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | Add +230.0% | 66 | $6K |
| Creekmur Asset Management LLC | 0.00% | New | 66 | $6K |
| Country Trust Bank | 0.00% | No change | 61 | $6K |
| Triad Wealth Partners, LLC | 0.00% | New | 59 | $6K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -98.0% | 54 | $5K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | New | 51 | $5K |
| WR Wealth Planners, LLC | 0.00% | No change | 48 | $4K |
| Armor Investment Advisors, LLC | 0.00% | No change | 44 | $4K |
| Providence Capital Advisors, LLC | 0.00% | No change | 44 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -71.0% | 43 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $4K |
| Oakworth Capital, Inc. | 0.00% | Reduce -86.9% | 39 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 35 | $3K |
| NFSG Corp | 0.00% | No change | 35 | $3K |
| McIlrath & Eck, LLC | 0.00% | New | 34 | $3K |
| Chesapeake Asset Management LLC | 0.00% | New | 33 | $3K |
| Smithfield Trust Co | 0.00% | New | 27 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 30 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 30 | $3K |
| Provident Wealth Management, LLC | 0.00% | No change | 27 | $3K |
| Chris Bulman Inc | 0.00% | — | 23 | $2K |
| Tyler-Stone Wealth Management | 0.00% | No change | 23 | $2K |
| Covestor Ltd | 0.00% | No change | 26 | $2K |
| Avion Wealth | 0.00% | No change | 32 | $2K |
| Eukles Asset Management | 0.00% | No change | 20 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 20 | $2K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -55.8% | 19 | $2K |
| Strategic Financial Concepts, LLC | 0.00% | New | 13,655 | $2K |
| Slocum, Gordon & Co LLP | 0.00% | New | 18 | $2K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -48.5% | 17 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 16 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 15 | $1K |
| Aspire Private Capital, LLC | 0.00% | No change | 15 | $1K |
| Private Ocean, LLC | 0.00% | No change | 15 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 14 | $1K |
| Arax Advisory Partners | 0.00% | Reduce -94.4% | 12 | $1K |
| Glassman Wealth Services | 0.00% | New | 11 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 9 | $843 |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -98.8% | 9 | $843 |
| Naples Money Management LLC | 0.00% | No change | 9 | $834 |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -60.0% | 8 | $786 |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 7 | $656 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 5 | $468 |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 3 | $281 |
| Ransom Advisory, Ltd | 0.00% | No change | 2 | $192 |
| Hexagon Capital Partners LLC | 0.00% | No change | 2 | $149 |
| Capstone Investment Advisors, LLC | 0.00% | No change | 1 | $94 |
"% 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.