iShares 7-10 Year Treasury BIEFETF
13F holders, Q3 2024 (September 30)940holders +37
133new positions
91sold out
5famous investors
$98.14avg. 13F price*
At the end of Q3 2024, 940 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings, up 37 from Q2 2024. 133 opened new positions and 91 sold out. The largest holders were Fisher Asset Management ($4.1B), FMR LLC ($3.3B) and JPMorgan Chase & Co. ($2.7B). 5 famous investors held it, including Ken Fisher (1.7% of Fisher Asset Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 133 | $856.4M |
| Exits | 91 | $807.6M |
All 13F filers, Q2 2024 → Q3 2024: 62,082,131 shares bought and 25,290,691 shares sold, net +36,791,440 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 940 holders
| Fisher Asset Management | 1.67% | Add +104.5% | 41,653,513 | $4.1B |
| FMR LLC | 0.20% | Reduce -9.5% | 33,516,454 | $3.3B |
| JPMorgan Chase & Co. | 0.22% | Add +37.5% | 27,763,482 | $2.7B |
| Morgan Stanley | 0.10% | Reduce -30.7% | 14,121,198 | $1.4B |
| Ameriprise Financial Inc. | 0.33% | Add +16.2% | 13,168,418 | $1.3B |
| Envestnet Asset Management Inc. | 0.40% | Reduce -1.4% | 12,762,720 | $1.3B |
| PNC Financial Services Group, Inc. | 0.61% | Reduce -3.0% | 9,755,967 | $957.3M |
| Captrust Financial Advisors | 2.49% | Add +23.2% | 8,563,295 | $840.2M |
| Bank of America Corp. | 0.07% | Add +13.6% | 8,462,220 | $830.3M |
| Bank of Montreal | 0.36% | Add +233.7% | 7,700,921 | $757.7M |
| Raymond James & Associates | 0.39% | Add +3.8% | 6,587,304 | $646.3M |
| Blue Trust, Inc. | 6.11% | Add +3.5% | 5,000,349 | $468.3M |
| Northwestern Mutual Wealth Management Co. | 0.37% | Add +0.5% | 4,256,456 | $417.6M |
| UBS Group AG | 0.11% | Add +17.3% | 4,083,879 | $400.7M |
| BlackRock, Inc. | 0.01% | — | 3,692,237 | $362.3M |
| LPL Financial LLC | 0.15% | Add +2.3% | 3,531,829 | $346.5M |
| Nationwide Fund Advisors | 24.71% | Add +12.0% | 3,189,159 | $312.9M |
| Members Trust Co | 8.58% | Reduce -2.2% | 2,698,350 | $264.8M |
| Invesco Ltd. | 0.05% | New | 2,569,800 | $252.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.83% | Reduce -4.8% | 2,131,147 | $247.9M |
| Cerity Partners OCIO LLC | 19.32% | Add +1.6% | 2,448,307 | $240.2M |
| Baird Financial Group, Inc. | 0.45% | Add +17.5% | 2,360,397 | $231.6M |
| Citadel Advisors | 0.21% | New | 2,002,737 | $196.5M |
| Mariner, LLC | 0.33% | Reduce -1.1% | 1,906,473 | $187.1M |
| Royal Bank of Canada | 0.04% | Add +214.5% | 1,851,210 | $181.6M |
| Wealthcare Capital Management LLC | 18.10% | Add +1.4% | 1,839,849 | $180.5M |
| Raymond James Financial Services Advisors, Inc. | 0.24% | Add +4.8% | 1,830,197 | $179.6M |
| Wells Fargo & Company | 0.04% | Reduce -12.3% | 1,822,499 | $178.8M |
| Alliancebernstein L.P. | 0.06% | Add +7.3% | 1,801,107 | $176.7M |
| Janney Montgomery Scott LLC | 0.45% | Reduce -6.1% | 1,640,048 | $160.9M |
| Truist Financial Corp. | 0.23% | Reduce -4.7% | 1,519,970 | $149.1M |
| Goldman Sachs Group Inc. | 0.03% | Add +77.7% | 1,482,544 | $145.5M |
| Wealth Enhancement Advisory Services, LLC | 0.31% | Add +11.5% | 1,462,895 | $143.5M |
| Coldstream Capital Management Inc. | 3.00% | Add +7.2% | 1,415,791 | $138.9M |
| NorthCoast Asset Management LLC | 0.79% | Add +607.9% | 1,146,717 | $112.4M |
| WestEnd Advisors, LLC | 2.73% | Reduce -5.0% | 1,135,466 | $111.4M |
| Susquehanna International Group, LLP | 0.19% | Add +4713.4% | 1,128,315 | $110.7M |
| Citigroup Inc. | 0.10% | Reduce -9.1% | 1,125,555 | $110.4M |
| Juniper Hill Capital Management LP | 24.86% | No change | 1,103,695 | $108.3M |
| Stifel Financial Corp. | 0.11% | Add +1.4% | 1,088,330 | $106.8M |
| Partners Capital Investment Group, LLP | 1.65% | Add +1.3% | 1,053,123 | $103.3M |
| Harvest Portfolios Group Inc. | 3.11% | Add +117.3% | 956,717 | $93.9M |
| Victory Capital Management Inc. | 0.09% | Add +1.8% | 917,044 | $90.0M |
| 3EDGE Asset Management, LP | 6.06% | Add +9.7% | 871,254 | $85.5M |
| Ally Invest Advisors Inc. | 7.11% | Add +2.3% | 817,068 | $80.2M |
| EHP Funds Inc. | 55.12% | New | 801,200 | $78.6M |
| Commonwealth Equity Services, LLC | 0.12% | Add +21.2% | 788,142 | $77.3M |
| Cerity Partners LLC | 0.17% | Add +1.0% | 774,093 | $76.0M |
| Avalon Advisory Group | 34.24% | Add +2.1% | 769,849 | $75.5M |
| Sumitomo Mitsui Financial Group, Inc. | 1.57% | Add +2.9% | 712,188 | $69.9M |
| Clarity Financial LLC | 7.70% | Add +62.8% | 667,534 | $65.5M |
| Atria Wealth Solutions, Inc. | 0.69% | Add +15.9% | 646,364 | $63.4M |
| Armstrong Advisory Group, Inc. | 5.16% | Reduce -34.8% | 635,420 | $62.3M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +99.7% | 628,547 | $61.7M |
| Bogart Wealth, LLC | 2.91% | Reduce -25.3% | 627,598 | $61.6M |
| Barings LLC | 1.43% | Add +36.7% | 616,692 | $60.5M |
| Cetera Investment Advisers | 0.13% | Add +15.6% | 607,000 | $59.6M |
| Centiva Capital, LP | 2.34% | Add +46.0% | 526,477 | $51.7M |
| Wealthcare Advisory Partners LLC | 1.46% | Add +1.0% | 520,604 | $51.1M |
| Eastern Bank | 0.90% | New | 510,057 | $50.0M |
| AIA Group Ltd | 1.28% | Add +114.3% | 505,930 | $49.6M |
| Raub Brock Capital Management LP | 9.91% | Add +51.8% | 497,040 | $48.8M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +16.7% | 487,603 | $47.8M |
| Ironwood Wealth Management, LLC. | 14.12% | Add +3.4% | 478,306 | $46.9M |
| HighTower Advisors, LLC | 0.07% | Reduce -25.7% | 473,586 | $46.5M |
| Advisor OS, LLC | 4.51% | Add +3.7% | 462,161 | $45.3M |
| Patton Fund Management, Inc. | 8.99% | Reduce -0.2% | 443,765 | $43.5M |
| BNP Paribas Financial Markets | 0.04% | Reduce -46.3% | 439,843 | $43.2M |
| SG Americas Securities, LLC | 0.16% | Add +228.1% | 425,699 | $41.8M |
| Twele Capital Management, Inc. | 8.48% | Add +2.3% | 411,896 | $40.4M |
| Syon Capital LLC | 3.49% | Add +0.5% | 401,626 | $39.4M |
| Pictet North America Advisors SA | 3.85% | Add +180.9% | 396,649 | $38.9M |
| Beacon Wealthcare LLC | 15.64% | Add +0.9% | 395,012 | $38.8M |
| Atlas Private Wealth Advisors | 5.56% | Add +3.8% | 390,814 | $38.3M |
| Jane Street Group, LLC | 0.06% | Add +12.8% | 384,230 | $37.7M |
| Rockefeller Capital Management L.P. | 0.10% | Add +0.5% | 382,055 | $37.4M |
| Rafferty Asset Management, LLC | 0.13% | Add +4.5% | 379,596 | $37.2M |
| National Bank of Canada | 0.05% | Add +458.8% | 369,823 | $36.3M |
| Aveo Capital Partners, LLC | 3.80% | Add +198.8% | 364,236 | $35.7M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -1.9% | 362,742 | $35.6M |
| MJP Associates Inc. | 6.74% | Add +4.1% | 362,421 | $35.6M |
| Osaic Holdings, Inc. | 0.08% | Add +3.8% | 362,353 | $35.6M |
| Pineridge Advisors LLC | 13.38% | Add +141.9% | 360,457 | $35.4M |
| Tobias Financial Advisors, Inc. | 6.95% | Add +6.3% | 353,450 | $34.7M |
| Sompo Asset Management Co., Ltd. | 5.30% | Reduce -1.4% | 344,933 | $33.8M |
| Kestra Advisory Services, LLC | 0.19% | Add +15.8% | 343,943 | $33.7M |
| HSBC Holdings PLC | 0.02% | Reduce -31.8% | 339,636 | $33.3M |
| Blue Edge Capital, LLC | 5.18% | Add +89.8% | 338,600 | $33.2M |
| LifeGuide Financial Advisors, LLC | 14.13% | Add +6.1% | 337,708 | $33.1M |
| Eight 31 Financial, LLC | 25.25% | Add +3.1% | 331,406 | $32.5M |
| Leo Wealth, LLC | 2.95% | Add +10.5% | 329,439 | $32.3M |
| Sachem Hill LLC | 6.46% | Add +2.2% | 324,344 | $31.8M |
| Greenwood Gearhart LLC | 2.55% | Add +5.8% | 312,610 | $30.7M |
| Parkside Advisors LLC | 7.22% | Add +5.9% | 310,073 | $30.4M |
| Cambridge Associates LLC /Ma/ | 1.11% | Add +57.0% | 302,535 | $29.7M |
| Wealth Management Resources, Inc. | 11.79% | Add +4.1% | 300,668 | $29.4M |
| Community Financial Services Group, LLC | 5.95% | Reduce -2.5% | 296,313 | $29.1M |
| TPG Financial Advisors, LLC | 12.95% | Add +24.2% | 293,198 | $28.8M |
| GenWealth Group, Inc. | 6.59% | Add +1.7% | 291,916 | $28.6M |
| Johns Hopkins University | 1.05% | No change | 286,376 | $28.1M |
| First Financial Bank - Trust Division | 2.57% | Add +343.2% | 286,048 | $28.1M |
| Kaydan Wealth Management, Inc. | 8.26% | Add +33.4% | 285,200 | $28.0M |
| NewEdge Advisors, LLC | 0.18% | Add +81.0% | 284,803 | $27.9M |
| TD Waterhouse Canada Inc. | 0.23% | Add +59.8% | 285,011 | $27.9M |
| Edmonds Duncan Registered Investment Advisors, LLC | 6.09% | Add +5.1% | 283,418 | $27.8M |
| Focus Financial Network, Inc. | 1.13% | Add +2.0% | 282,530 | $27.7M |
| Flputnam Investment Management Co. | 0.50% | Add +6.6% | 281,576 | $27.6M |
| Brown Advisory Inc. | 0.03% | Reduce -22.8% | 272,764 | $26.8M |
| WCG Wealth Advisors LLC | 1.79% | Reduce -9.5% | 269,435 | $26.4M |
| Strategic Point Investment Advisors, LLC | 4.32% | Add +1.6% | 266,940 | $26.2M |
| MML Investors Services, LLC | 0.10% | Reduce -5.0% | 266,770 | $26.2M |
| Prudent Investors Network, Inc. | 7.79% | Reduce -15.9% | 258,860 | $25.4M |
| Banco Santander, S.A. | 0.30% | Reduce -1.5% | 257,504 | $25.3M |
| Wellington Management Group LLP | 0.00% | New | 254,765 | $25.0M |
| Insight Wealth Strategies, LLC | 3.25% | Add +34.9% | 251,539 | $24.7M |
| 1607 Capital Partners, LLC | 2.25% | Add +3.2% | 250,746 | $24.6M |
| Mirabaud & Cie SA | 7.08% | Add +27.1% | 248,406 | $24.4M |
| Ogorek Anthony Joseph /NY/ | 8.29% | Add +2.8% | 246,264 | $24.2M |
| O'shaughnessy Asset Management, LLC | 0.21% | Add +10.8% | 248,823 | $23.8M |
| West Paces Advisors Inc. | 5.81% | Add +8.1% | 241,751 | $23.7M |
| Kingsview Wealth Management, LLC | 0.49% | Add +45.6% | 235,711 | $23.1M |
| Assetmark, Inc. | 0.07% | Add +4.8% | 233,081 | $22.9M |
| MTC Wealth Management LLC | 10.19% | Add +0.2% | 229,711 | $22.5M |
| Madison Asset Management, LLC | 0.24% | Add +35.9% | 221,045 | $21.7M |
| Invst, LLC | 2.51% | Add +8393.1% | 211,054 | $20.7M |
| Trustmark Bank Trust Department | 1.54% | Add +2.8% | 207,740 | $20.4M |
| Allianz Asset Management GmbH | 0.03% | New | 197,700 | $19.4M |
| Arete Wealth Advisors, LLC | 1.65% | Add +1.7% | 197,107 | $19.3M |
| Tiaa Trust, National Association | 0.06% | New | 194,639 | $19.1M |
| Karpus Management, Inc. | 0.52% | Add +1256.4% | 192,400 | $18.9M |
| Sound Financial Strategies Group, LLC | 15.14% | New | 192,160 | $18.9M |
| Private Portfolio Partners LLC | 3.49% | New | 189,787 | $18.6M |
| Financial & Tax Architects, LLC | 4.75% | Add +0.5% | 188,170 | $18.5M |
| Greenleaf Trust | 0.16% | Add +8.3% | 187,514 | $18.4M |
| Act Two Investors LLC | 3.45% | Add +1.0% | 186,163 | $18.3M |
| Pallas Capital Advisors LLC | 0.78% | Reduce -8.0% | 190,514 | $18.1M |
| Avantax Advisory Services, Inc. | 0.12% | Add +11.5% | 183,338 | $18.0M |
| Townsquare Capital LLC | 0.21% | Reduce -6.7% | 180,753 | $17.7M |
| Summit Asset Management, LLC | 2.02% | Add +10.5% | 180,394 | $17.7M |
| Money Concepts Capital Corp. | 1.34% | Add +90.3% | 179,739 | $17.6M |
| Simplex Trading, LLC | 0.59% | New | 179,259 | $17.6M |
| U.S. Capital Wealth Advisors, LLC | 0.62% | Add +1.7% | 178,732 | $17.5M |
| Robertson Stephens Wealth Management, LLC | 0.64% | Add +85.9% | 176,037 | $17.3M |
| First Foundation Advisors | 0.65% | Add +8.4% | 175,527 | $17.2M |
| Portland Global Advisors LLC | 2.15% | Reduce -6.5% | 174,584 | $17.1M |
| First Trust Advisors LP | 0.02% | Add +17.1% | 168,956 | $16.6M |
| Amundi | 0.01% | No change | 170,500 | $16.4M |
| Schroder Investment Management Group | 0.02% | Reduce -35.7% | 164,091 | $16.1M |
| Pinnacle Financial Partners Inc | 0.32% | Reduce -4.8% | 164,093 | $16.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.4% | 163,634 | $16.1M |
| William Howard & Co Financial Advisors Inc | 13.46% | Reduce -7.7% | 160,781 | $15.8M |
| Joule Financial, LLC | 5.69% | Add +24.6% | 159,475 | $15.6M |
| Equitable Holdings, Inc. | 0.15% | Reduce -7.6% | 157,987 | $15.5M |
| Middleton & Co. Inc. | 1.70% | Add +6.1% | 156,733 | $15.4M |
| Retirement Financial Solutions, LLC | 6.70% | Add +1.3% | 155,947 | $15.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | No change | 153,482 | $15.1M |
| Private Advisor Group, LLC | 0.09% | Add +11.6% | 153,401 | $15.1M |
| Willis Johnson & Associates, Inc. | 1.14% | Add +0.1% | 153,245 | $15.0M |
| Gunma Bank,Ltd. | 6.06% | Add +150.0% | 150,000 | $14.7M |
| Orion Porfolio Solutions, LLC | 0.14% | Add +17.6% | 148,428 | $14.6M |
| Orion Portfolio Solutions, LLC | 0.14% | Add +17.6% | 148,428 | $14.6M |
| Hantz Financial Services, Inc. | 0.25% | Reduce -1.9% | 145,428 | $14.3M |
| MY Wealth Management Inc. | 14.38% | Add +59.7% | 144,442 | $14.2M |
| US Bancorp \de | 0.02% | Add +9.1% | 141,965 | $13.9M |
| Haverford Trust Co | 0.14% | Add +4.6% | 141,513 | $13.9M |
| Penserra Capital Management LLC | 0.30% | New | 140,906 | $13.8M |
| TD Private Client Wealth LLC | 0.40% | Reduce -16.0% | 140,644 | $13.8M |
| Mason & Associates Inc | 3.36% | Add +56.4% | 137,224 | $13.5M |
| Cwm, LLC | 0.06% | Add +109.5% | 135,281 | $13.3M |
| PFG Advisors | 0.84% | Add +139.8% | 135,210 | $13.3M |
| Oliver Lagore Vanvalin Investment Group | 3.49% | Add +78.7% | 132,883 | $13.0M |
| Cibc World Market Inc. | 0.03% | Add +31.6% | 132,173 | $13.0M |
| ArchPoint Investors | 4.26% | No change | 130,000 | $12.8M |
| Advisors Preferred, LLC | 1.94% | New | 129,498 | $12.7M |
| Sinecera Capital, LLC | 15.10% | Add +6.4% | 127,568 | $12.5M |
| Ritholtz Wealth Management | 0.37% | Add +5.3% | 125,415 | $12.3M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.82% | No change | 122,750 | $12.0M |
| Worth Asset Management, LLC | 6.40% | New | 119,913 | $11.8M |
| Cynosure Group, LLC | 1.70% | New | 118,856 | $11.7M |
| Spire Wealth Management | 0.38% | Add +0.9% | 115,771 | $11.4M |
| Systelligence, LLC | 2.80% | Add +16.0% | 114,883 | $11.3M |
| Wellspring Financial Advisors, LLC | 1.33% | Reduce -20.1% | 113,401 | $11.1M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -29.3% | 113,175 | $11.1M |
| Nvwm, LLC | 2.68% | Add +1.4% | 107,337 | $10.5M |
| Net Worth Advisory Group | 3.11% | — | 106,762 | $10.5M |
| Dimension Capital Management LLC | 1.97% | Add +8.4% | 106,573 | $10.5M |
| Hudock, Inc. | 1.79% | Add +1.8% | 105,548 | $10.4M |
| Prospera Financial Services Inc | 0.26% | Add +19.5% | 104,620 | $10.3M |
| Janney Capital Management LLC | 0.69% | Reduce -2.0% | 103,813 | $10.2M |
| Summit Wealth Partners, LLC | 1.96% | Reduce -1.7% | 103,479 | $10.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -8.4% | 190,522 | $10.1M |
| Arkos Global Advisors | 1.42% | New | 99,604 | $9.8M |
| Bison Wealth, LLC | 1.54% | Reduce -20.4% | 98,366 | $9.7M |
| Foundry Financial Group, Inc. | 6.00% | Add +2.4% | 97,929 | $9.6M |
| Integrated Wealth Concepts LLC | 0.12% | Add +1.9% | 97,681 | $9.6M |
| 9258 Wealth Management, LLC | 1.40% | Reduce -3.1% | 96,253 | $9.4M |
| Integrated Advisors Network LLC | 0.45% | Add +0.3% | 95,955 | $9.4M |
| WNY Asset Management, LLC | 1.09% | Add +4208.7% | 95,395 | $9.4M |
| Kensington Asset Management, LLC | 0.51% | Add +83.9% | 98,908 | $9.3M |
| Summit Financial, LLC | 0.37% | Add +1.4% | 95,013 | $9.3M |
| Graybill Wealth Management, LTD. | 3.41% | Add +55.0% | 93,891 | $9.2M |
| Little House Capital LLC | 2.61% | Add +1.9% | 92,678 | $9.1M |
| Perigon Wealth Management, LLC | 0.24% | Reduce -28.4% | 91,711 | $9.0M |
| Corient Private Wealth LP | 0.01% | Reduce -62.8% | 90,338 | $8.9M |
| Comerica Bank | 0.04% | Add +16.5% | 90,263 | $8.9M |
| Pinnacle Associates Ltd. | 0.15% | Reduce -11.6% | 89,068 | $8.6M |
| ABLE Financial Group, LLC | 2.65% | Add +102.7% | 87,403 | $8.6M |
| Keel Point, LLC | 0.71% | Add +5.7% | 87,346 | $8.6M |
| Paragon Capital Management Inc. | 6.29% | Add +2.1% | 86,946 | $8.5M |
| Dynamic Wealth Strategies, LLC | 6.76% | Add +6.0% | 84,501 | $8.3M |
| SkyOak Wealth, LLC | 1.83% | Add +8.7% | 84,368 | $8.3M |
| Palumbo Wealth Management LLC | 3.21% | Add +1.9% | 84,085 | $8.3M |
| Prudential PLC | 0.04% | Add +7.7% | 81,547 | $8.0M |
| Madrona Financial Services, LLC | 2.21% | Add +9.4% | 80,961 | $7.9M |
| Ashford Capital Management Inc. | 0.99% | Add +24.7% | 80,856 | $7.9M |
| Beirne Wealth Consulting Services, LLC | 2.76% | Add +99.3% | 79,961 | $7.8M |
| RPg Family Wealth Advisory, LLC | 2.53% | Add +4.3% | 79,809 | $7.8M |
| Chicago Partners Investment Group LLC | 0.28% | Add +4.4% | 81,994 | $7.8M |
| Anchor Capital Advisors LLC | 0.20% | Reduce -1.9% | 78,357 | $7.7M |
| Transamerica Financial Advisors, LLC | 0.75% | Add +14.5% | 78,319 | $7.7M |
| Prime Capital Investment Advisors, LLC | 0.11% | Add +7.4% | 77,868 | $7.6M |
| Premier Path Wealth Partners, LLC | 1.20% | Add +5.6% | 77,569 | $7.6M |
| Retirement Systems of Alabama | 0.03% | No change | 77,525 | $7.6M |
| Semmax Financial Advisors Inc. | 2.06% | Add +5.3% | 80,212 | $7.5M |
| Heck Capital Advisors, LLC | 0.86% | Reduce -37.0% | 76,118 | $7.5M |
| Hilltop Holdings Inc. | 0.49% | Add +391.6% | 76,068 | $7.5M |
| Atria Investments, Inc | 0.09% | Add +2.8% | 74,913 | $7.4M |
| Compass Financial Group, Inc. | 3.40% | Add +0.6% | 74,820 | $7.3M |
| Cresset Asset Management, LLC | 0.03% | Add +34.1% | 73,881 | $7.2M |
| Ssi Investment Management LLC | 2.72% | Reduce -1.4% | 72,705 | $7.1M |
| Custos Family Office, LLC | 2.57% | Add +3.5% | 72,337 | $7.1M |
| One Day In July LLC | 0.78% | Reduce -36.7% | 70,577 | $6.9M |
| Scotia Capital Inc. | 0.04% | Reduce -1.4% | 70,437 | $6.9M |
| IFG Advisory, LLC | 0.43% | Add +9.0% | 69,215 | $6.8M |
| TAP Consulting, LLC | 1.33% | Reduce -0.2% | 68,997 | $6.8M |
| Lake Hills Wealth Management, LLC | 4.52% | Add +27.6% | 68,823 | $6.8M |
| Tennessee Valley Asset Management Partners | 1.10% | Reduce -3.1% | 69,314 | $6.7M |
| Brookstone Capital Management | 0.10% | Add +7.6% | 66,979 | $6.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.63% | Add +7.2% | 66,767 | $6.6M |
| IHT Wealth Management, LLC | 0.19% | Add +299.6% | 66,486 | $6.5M |
| Millennium Management | 0.01% | Reduce -73.1% | 66,449 | $6.5M |
| Meridian Management Co. | 1.64% | Add +21.9% | 65,853 | $6.5M |
| Atlas Financial Advisors, Inc. | 10.06% | Add +27.3% | 64,900 | $6.4M |
| Riggs Asset Managment Co. Inc. | 1.72% | Add +16759.7% | 64,067 | $6.3M |
| Litman Gregory Wealth Management LLC | 0.52% | Reduce -1.3% | 64,000 | $6.3M |
| Anfield Capital Management, LLC | 2.36% | New | 63,218 | $6.2M |
| DAVENPORT & Co LLC | 0.04% | Add +2.0% | 62,528 | $6.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +112.7% | 62,519 | $6.1M |
| Level Four Advisory Services, LLC | 0.26% | Add +5.3% | 64,540 | $6.1M |
| Higgins & Schmidt Wealth Strategies LLC | 3.85% | Reduce -8.6% | 60,775 | $6.0M |
| IPG Investment Advisors LLC | 1.29% | Reduce -51.1% | 60,191 | $5.9M |
| Raymond James Trust N.A. | 0.13% | Add +6.8% | 60,164 | $5.9M |
| Sanctuary Advisors, LLC | 0.04% | Add +11.6% | 62,741 | $5.9M |
| Edgestream Partners, L.P. | 0.26% | New | 59,340 | $5.8M |
| Great Valley Advisor Group, Inc. | 0.14% | Add +10.9% | 58,811 | $5.8M |
| James Investment Research, Inc. | 0.66% | Add +20.9% | 58,456 | $5.7M |
| Alternative Investment Advisors, LLC. | 2.99% | Reduce -1.4% | 58,008 | $5.7M |
| GeoWealth Management, LLC | 0.20% | Add +39.7% | 57,791 | $5.7M |
| Greenwood Capital Associates LLC | 0.73% | Add +3.6% | 57,485 | $5.6M |
| Fifth Third Bancorp | 0.02% | Add +17.5% | 57,467 | $5.6M |
| Global Retirement Partners, LLC | 0.17% | Reduce -4.5% | 57,083 | $5.6M |
| Silverleafe Capital Partners, LLC | 1.96% | Add +89.7% | 56,469 | $5.5M |
| Almanack Investment Partners, LLC. | 0.86% | Add +0.8% | 55,671 | $5.5M |
| Prudential Financial Inc. | 0.01% | Add +13.0% | 55,203 | $5.4M |
| Compound Planning, Inc. | 0.34% | Add +10.5% | 54,981 | $5.4M |
| Edmond DE Rothschild Holding S.A. | 0.09% | Reduce -11.0% | 54,495 | $5.3M |
| Bulltick Wealth Management, LLC | 1.32% | Reduce -51.2% | 54,199 | $5.3M |
| OneDigital Investment Advisors LLC | 0.06% | Add +0.4% | 54,170 | $5.3M |
| Rock Creek Group LLC | 0.60% | No change | 53,562 | $5.3M |
| Forza Wealth Management, LLC | 2.34% | Reduce -0.8% | 52,073 | $5.1M |
| WealthTrust Asset Management, LLC | 3.78% | Add +16.0% | 51,738 | $5.1M |
| SPC Financial, Inc. | 0.44% | Add +0.8% | 51,480 | $5.1M |
| CoreCap Advisors, LLC | 0.24% | New | 51,027 | $5.0M |
| Pathstone Holdings, LLC | 0.02% | Add +581.1% | 50,898 | $5.0M |
| Keybank National Association | 0.02% | Reduce -52.0% | 50,803 | $5.0M |
| Creative Planning | 0.00% | Reduce -10.6% | 50,226 | $4.9M |
| Park Avenue Securities LLC | 0.06% | Add +53.7% | 50,203 | $4.9M |
| Evergreen Capital Management LLC | 0.16% | Add +3.8% | 50,098 | $4.9M |
| Modern Wealth Management, LLC | 0.30% | Add +17.5% | 50,056 | $4.9M |
| Rezny Wealth Management, Inc. | 1.23% | Add +3.1% | 49,783 | $4.9M |
| Bright Futures Wealth Management, LLC. | 2.35% | Add +11.8% | 51,283 | $4.8M |
| 1832 Asset Management L.P. | 0.01% | Add +5.0% | 49,423 | $4.8M |
| Country Club Bank | 0.32% | Add +5.5% | 48,966 | $4.8M |
| Vigilare Wealth Management | 1.94% | Add +592.5% | 49,016 | $4.8M |
| Circle Wealth Management, LLC | 0.11% | Add +131.2% | 48,879 | $4.8M |
| Bessemer Group Inc. | 0.01% | New | 48,161 | $4.7M |
| Israel Discount Bank of New York | 7.02% | Add +124.3% | 48,094 | $4.7M |
| Exchange Traded Concepts, LLC | 0.11% | Reduce -13.4% | 48,087 | $4.7M |
| One Degree Advisors Inc | 1.99% | Add +32.1% | 47,877 | $4.7M |
| Syntax Research, Inc. | 3.16% | Add +301.1% | 47,544 | $4.7M |
| Leuthold Group, LLC | 0.52% | Reduce -1.1% | 47,511 | $4.7M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -80.9% | 47,337 | $4.6M |
| TrinityPoint Wealth, LLC | 0.66% | Add +2.1% | 47,017 | $4.6M |
| IFP Advisors, Inc | 0.17% | Reduce -56.1% | 46,830 | $4.6M |
| Kestra Private Wealth Services, LLC | 0.08% | Reduce -5.4% | 46,301 | $4.5M |
| Mgo One Seven LLC | 0.19% | Add +8.2% | 45,723 | $4.5M |
| Bailard, Inc. | 0.12% | Reduce -43.3% | 45,527 | $4.5M |
| Lido Advisors, LLC | 0.03% | Reduce -20.2% | 45,472 | $4.5M |
| White Pine Investment CO | 1.22% | Add +2.3% | 45,327 | $4.4M |
| Betterment LLC | 0.01% | Add +4.3% | 44,463 | $4.4M |
| Smith Salley Wealth Management | 0.28% | Add +4.2% | 43,886 | $4.3M |
| Principal Securities, Inc. | 0.10% | Add +16.7% | 43,808 | $4.3M |
| Christensen, King & Associates Investment Services, Inc. | 2.02% | Add +5.3% | 43,740 | $4.3M |
| Commerce Bank | 0.03% | Add +40.4% | 43,678 | $4.3M |
| Q3 Asset Management | 1.00% | New | 43,587 | $4.3M |
| Meridian Wealth Management, LLC | 0.21% | New | 42,964 | $4.2M |
| Crabel Capital Management, LLC | 2.95% | Add +94.0% | 42,739 | $4.2M |
| Aspire Capital Advisors LLC | 1.24% | Add +5.4% | 42,485 | $4.2M |
| Stableford Capital II LLC | 1.65% | Add +3.8% | 43,155 | $4.1M |
| Geneos Wealth Management Inc. | 0.16% | Add +13.3% | 42,090 | $4.1M |
| Stephens Inc. | 0.06% | Reduce -13.0% | 42,062 | $4.1M |
| Stordahl Capital Management, Inc. | 0.98% | Add +9.5% | 41,886 | $4.1M |
| AMG National Trust Bank | 0.11% | Reduce -44.0% | 41,506 | $4.1M |
| Synovus Financial Corp. | 0.05% | Add +4.6% | 41,459 | $4.1M |
| Alliance Wealth Advisors, LLC | 1.06% | Add +12.8% | 41,221 | $4.0M |
| Guidance Capital, Inc. | 1.25% | Add +19.7% | 41,692 | $4.0M |
| Forte Asset Management LLC | 2.10% | Reduce -17.1% | 40,071 | $3.9M |
| Fortis Group Advisors, LLC | 0.71% | Add +72663.0% | 39,292 | $3.9M |
| Wealth Alliance, LLC | 0.46% | Add +1462.1% | 39,069 | $3.8M |
| Acute Investment Advisory, LLC | 2.19% | New | 38,838 | $3.8M |
| Barclays PLC | 0.00% | Reduce -81.8% | 38,696 | $3.8M |
| Fulton Breakefield Broenniman LLC | 0.26% | Reduce -0.8% | 38,517 | $3.8M |
| Berkshire Asset Management LLC | 0.19% | No change | 40,111 | $3.8M |
| FreeGulliver LLC | 2.22% | Add +11.1% | 38,024 | $3.7M |
| Advisory Services Network, LLC | 0.08% | No change | 39,616 | $3.7M |
| Central Pacific Bank - Trust Division | 0.49% | Reduce -2.2% | 37,796 | $3.7M |
| Boltwood Capital Management | 1.09% | Reduce -21.9% | 37,659 | $3.7M |
| Carr Financial Group Corp | 1.08% | Add +39.6% | 37,052 | $3.6M |
| Jump Financial, LLC | 0.08% | New | 36,731 | $3.6M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Add +579.0% | 36,536 | $3.6M |
| Sage Advisory Services, Ltd.Co. | 1.00% | No change | 38,165 | $3.6M |
| GenTrust, LLC | 0.17% | Reduce -17.1% | 35,638 | $3.5M |
| 1620 Investment Advisors, Inc. | 2.57% | Add +0.7% | 35,519 | $3.5M |
| Mutual Advisors, LLC | 0.10% | Reduce -15.4% | 36,528 | $3.5M |
| Beam Wealth Advisors, Inc. | 1.05% | Add +2.7% | 35,314 | $3.5M |
| Capital Analysts, LLC | 0.14% | Add +4.1% | 34,931 | $3.4M |
| Transcend Capital Advisors, LLC | 0.23% | Reduce -0.8% | 34,828 | $3.4M |
| Oppenheimer & Co. Inc. | 0.05% | Add +71.4% | 34,608 | $3.4M |
| Krilogy Financial LLC | 0.23% | Reduce -7.4% | 34,429 | $3.4M |
| First National Bank of Omaha | 0.21% | No change | 34,123 | $3.3M |
| World Investment Advisors | 0.11% | Add +14.3% | 34,107 | $3.3M |
| Tru Independence Asset Management 2, LLC | 2.81% | — | 33,990 | $3.3M |
| Belpointe Asset Management LLC | 0.20% | Add +24.4% | 33,836 | $3.3M |
| Arvest Investments, Inc. | 0.50% | Add +1.2% | 33,699 | $3.3M |
| Greatmark Investment Partners, Inc. | 0.45% | Add +5.4% | 33,476 | $3.3M |
| Leavell Investment Management, Inc. | 0.16% | Reduce -11.2% | 33,405 | $3.3M |
| Values First Advisors, Inc. | 1.77% | Add +2.9% | 33,223 | $3.3M |
| Asset Management Group, Inc. | 0.46% | Add +0.8% | 33,209 | $3.3M |
| Portside Wealth Group, LLC | 0.55% | Reduce -0.1% | 32,927 | $3.2M |
| Lifeworks Advisors, LLC | 0.63% | Add +1076.7% | 32,782 | $3.2M |
| Tidal Investments LLC | 0.04% | Add +1135.0% | 32,741 | $3.2M |
| Weaver Capital Management LLC | 0.97% | Reduce -0.2% | 32,739 | $3.2M |
| Foundations Investment Advisors, LLC | 0.07% | Add +27.2% | 32,595 | $3.2M |
| Signet Financial Management, LLC | 0.41% | Add +6.6% | 32,435 | $3.2M |
| Sigma Planning Corp | 0.10% | Reduce -20.4% | 31,858 | $3.1M |
| National Philanthropic Trust | 0.06% | Reduce -3.4% | 31,694 | $3.1M |
| Dorsey Wright & Associates | 0.73% | Reduce -1.2% | 31,616 | $3.1M |
| LFA - Lugano Financial Advisors SA | 2.10% | Reduce -1.4% | 31,522 | $3.1M |
| SevenBridge Financial Group, LLC | 0.60% | Reduce -3.3% | 32,894 | $3.1M |
| DDD Partners, LLC | 0.33% | Add +18.2% | 31,299 | $3.1M |
| Moore Capital Management, LP | 0.10% | New | 31,118 | $3.1M |
| OLIO Financial Planning | 1.28% | No change | 31,460 | $3.0M |
| Bond & Devick Financial Network, Inc. | 1.29% | Add +618.2% | 30,747 | $3.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.7% | 30,393 | $3.0M |
| Vision Capital Management, Inc. | 0.42% | Add +13.1% | 30,044 | $2.9M |
| Fca Corp. | 0.90% | New | 29,807 | $2.9M |
| Retirement Capital Strategies | 1.14% | New | 29,626 | $2.9M |
| First American Trust, FSB | 0.29% | Add +2.7% | 29,622 | $2.9M |
| Fifth Third Securities, Inc. | 0.27% | Add +22.1% | 29,426 | $2.9M |
| First Hawaiian Bank | 0.09% | Reduce -0.8% | 29,375 | $2.9M |
| AE Wealth Management LLC | 0.03% | Add +2.1% | 29,296 | $2.9M |
| RiverFront Investment Group, LLC | 0.07% | Reduce -1.1% | 28,877 | $2.8M |
| Marquette Associates, Inc. | 2.04% | No change | 28,850 | $2.8M |
| Concourse Financial Group Securities, Inc. | 0.17% | Add +2.4% | 28,836 | $2.8M |
| Family Firm, Inc. | 0.61% | Add +26.5% | 28,436 | $2.8M |
| Bryn Mawr Trust Advisors, LLC | 0.15% | Add +1.4% | 28,357 | $2.8M |
| Cypress Capital, LLC | 0.71% | Reduce -0.8% | 27,976 | $2.7M |
| W1M Asset Management Ltd | 0.22% | Add +59.1% | 27,844 | $2.7M |
| Mount Lucas Management LP | 0.92% | Reduce -3.9% | 27,411 | $2.7M |
| Sykon Capital LLC | 0.94% | New | 27,239 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +230.3% | 27,115 | $2.7M |
| Sowell Financial Services LLC | 0.12% | Add +42.6% | 26,920 | $2.6M |
| Simplicity Wealth,LLC | 0.24% | Add +3.6% | 26,860 | $2.6M |
| J. Safra Sarasin Holding AG | 0.05% | Reduce -17.2% | 26,842 | $2.6M |
| Ballew Advisors, Inc | 1.76% | Add +0.9% | 27,366 | $2.6M |
| Boothbay Fund Management, LLC | 0.09% | Reduce -51.5% | 26,678 | $2.6M |
| Sourcerock Group LLC | 0.21% | Reduce -44.2% | 26,666 | $2.6M |
| Canal Capital Management, LLC | 0.42% | Add +1.5% | 26,541 | $2.6M |
| Mowery & Schoenfeld Wealth Management, LLC | 4.07% | New | 26,279 | $2.6M |
| New Century Financial Group, LLC | 0.94% | Reduce -0.8% | 26,047 | $2.6M |
| Advance Capital Management, Inc. | 0.11% | Reduce -7.2% | 25,948 | $2.5M |
| Independent Family Office, LLC | 1.27% | Add +28.4% | 25,801 | $2.5M |
| Certus Wealth Management, LLC | 1.76% | Reduce -0.1% | 25,742 | $2.5M |
| RPG Investment Advisory, LLC | 0.35% | Reduce -16.3% | 24,810 | $2.4M |
| Heritage Wealth Partners, LLC | 2.84% | Add +305.3% | 24,629 | $2.4M |
| Access Financial Services, Inc. | 1.10% | Add +40.0% | 24,523 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -91.6% | 24,387 | $2.4M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -1.0% | 24,339 | $2.4M |
| Sicart Associates LLC | 0.83% | New | 24,216 | $2.4M |
| WealthShield Partners, LLC | 0.32% | Add +5.8% | 24,169 | $2.4M |
| Robinson Value Management, Ltd. | 1.51% | Add +0.4% | 23,688 | $2.3M |
| Tudor Investment Corporation | 0.03% | New | 23,643 | $2.3M |
| Stablepoint Partners, LLC | 0.41% | Add +34.3% | 23,186 | $2.3M |
| Global Endowment Management, LP | 0.23% | New | 23,000 | $2.3M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.87% | Add +14.3% | 22,961 | $2.3M |
| Burns Matteson Capital Management, LLC | 1.25% | Add +5.1% | 22,721 | $2.2M |
| Corebridge Financial, Inc. | 0.01% | No change | 22,100 | $2.2M |
| Snowden Capital Advisors LLC | 0.06% | Add +38.2% | 21,808 | $2.1M |
| ETF Store, Inc. | 2.18% | Add +54.6% | 21,608 | $2.1M |
| HCR Wealth Advisors | 0.28% | Add +32.5% | 21,520 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +111.9% | 21,472 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +50.9% | 21,419 | $2.1M |
| ProVise Management Group, LLC | 0.16% | Add +399.9% | 21,188 | $2.1M |
| Hollencrest Capital Management | 0.09% | Reduce -0.9% | 21,159 | $2.1M |
| Spreng Capital Management, Inc. | 0.97% | Reduce -53.6% | 20,779 | $2.0M |
| Banque Pictet & Cie SA | 0.02% | Add +315.0% | 20,737 | $2.0M |
| Lewis Asset Management, LLC | 1.48% | Add +6.2% | 20,636 | $2.0M |
| Whalen Wealth Management Inc. | 1.41% | New | 20,326 | $2.0M |
| Paragon Private Wealth Management, LLC | 0.99% | Add +7.0% | 20,305 | $2.0M |
| 49 Wealth Management, LLC | 0.32% | Reduce -32.7% | 20,194 | $2.0M |
| Silver Oak Securities, Incorporated | 0.21% | Add +114.7% | 19,955 | $2.0M |
| SimpliFi, Inc. | 0.86% | Add +10.1% | 19,872 | $1.9M |
| First Heartland Consultants, Inc. | 0.21% | Add +274.6% | 19,713 | $1.9M |
| Axxcess Wealth Management, LLC | 0.05% | Add +62.6% | 19,498 | $1.9M |
| Wallace Advisory Group, LLC | 1.37% | Reduce -1.2% | 19,941 | $1.9M |
| Warner Financial, Inc. | 0.83% | Add +5.7% | 18,985 | $1.9M |
| Rockingstone Advisors LLC | 0.91% | Add +111.4% | 18,930 | $1.9M |
| Lincoln Capital Corp. | 0.75% | Add +1.7% | 18,780 | $1.8M |
| Camarda Financial Advisors, LLC | 0.69% | Add +209.3% | 18,732 | $1.8M |
| Biltmore Wealth Management, LLC | 0.75% | Reduce -5.3% | 18,686 | $1.8M |
| Rational Advisors, Inc. | 0.18% | New | 18,600 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +626.6% | 18,486 | $1.8M |
| Buck Wealth Strategies, LLC | 0.57% | Reduce -2.1% | 18,471 | $1.8M |
| Columbus Macro, LLC | 0.65% | Add +36.0% | 18,440 | $1.8M |
| Ascentis Independent Advisors | 0.27% | Reduce -0.3% | 17,845 | $1.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Reduce -23.4% | 17,763 | $1.7M |
| Picton Mahoney Asset Management | 0.07% | No change | 17,370 | $1.7M |
| Capital Asset Advisory Services LLC | 0.08% | Add +44.8% | 17,365 | $1.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -28.6% | 16,989 | $1.7M |
| Choreo, LLC | 0.02% | Reduce -9.7% | 16,771 | $1.6M |
| ORG Partners LLC | 0.26% | Add +8636.5% | 16,512 | $1.6M |
| Atlas Brown,Inc. | 0.56% | Add +0.6% | 16,480 | $1.6M |
| Centaurus Financial, Inc. | 0.10% | New | 16,393 | $1.6M |
| Waverly Advisors, LLC | 0.03% | Add +1.1% | 16,367 | $1.6M |
| waypoint wealth counsel | 1.08% | Reduce -7.2% | 16,280 | $1.6M |
| First Citizens Bank & Trust Co. | 0.03% | Add +19.5% | 16,030 | $1.6M |
| Legacy Private Trust Co. | 0.11% | Reduce -6.9% | 15,980 | $1.6M |
| United Asset Strategies, Inc. | 0.14% | Reduce -1.1% | 15,728 | $1.5M |
| Family Manage LLC | 0.26% | New | 15,676 | $1.5M |
| JT Stratford LLC | 0.26% | Add +4.4% | 15,643 | $1.5M |
| Financial Counselors Inc. | 0.02% | Reduce -11.5% | 15,613 | $1.5M |
| SignalPoint Asset Management, LLC | 0.36% | Add +0.9% | 15,562 | $1.5M |
| Formidable Asset Management, LLC | 0.24% | Reduce -4.1% | 15,562 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Reduce -16.8% | 15,490 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -13.8% | 15,468 | $1.5M |
| Midwest Professional Planners, LTD. | 0.46% | Add +3.0% | 15,256 | $1.5M |
| Focus Partners Wealth | 0.00% | Reduce -98.7% | 15,224 | $1.5M |
| First Community Trust NA | 1.22% | Reduce -24.4% | 15,185 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -2.5% | 15,091 | $1.5M |
| LexAurum Advisors, LLC | 0.33% | Add +43.9% | 14,971 | $1.5M |
| Presidio Capital Management, LLC | 0.94% | Reduce -91.5% | 14,962 | $1.5M |
| Opal Wealth Advisors, LLC | 0.46% | Add +461.5% | 14,941 | $1.5M |
| Independent Financial Group, LLC | 0.05% | Reduce -23.4% | 14,940 | $1.5M |
| New Potomac Partners, LLC | 0.75% | Reduce -0.4% | 14,823 | $1.5M |
| Smartleaf Asset Management LLC | 0.18% | Reduce -11.2% | 14,718 | $1.4M |
| VestGen Investment Management | 0.40% | Add +41.1% | 14,465 | $1.4M |
| WealthCare Investment Partners, LLC | 0.61% | Reduce -38.8% | 14,567 | $1.4M |
| Faithward Advisors, LLC | 0.24% | Reduce -1.4% | 14,218 | $1.4M |
| Forefront Analytics, LLC | 0.65% | Reduce -8.3% | 14,150 | $1.4M |
| Virtue Capital Management, LLC | 0.27% | Add +0.3% | 13,863 | $1.4M |
| Focused Wealth Management, Inc | 0.18% | Add +33.2% | 13,689 | $1.3M |
| Fsa Wealth Partners, Inc. | 0.32% | New | 13,682 | $1.3M |
| Gsa Capital Partners LLP | 0.10% | No change | 13,671 | $1.3M |
| Cordgrass Capital Advisors, LLC | 0.39% | Add +13.2% | 13,622 | $1.3M |
| Boyce & Associates Wealth Consulting, Inc. | 1.38% | Add +0.8% | 13,547 | $1.3M |
| Bluefin Capital Management, LLC | 1.45% | New | 13,500 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.33% | New | 13,473 | $1.3M |
| Retirement Income Solutions, Inc. | 0.30% | Reduce -6.2% | 13,448 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.12% | Add +0.5% | 13,378 | $1.3M |
| Fiducient Advisors LLC | 0.15% | Add +1.5% | 13,327 | $1.3M |
| Canopy Partners, LLC | 0.56% | Add +6.0% | 13,321 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -45.7% | 13,266 | $1.3M |
| Sound View Wealth Advisors Group, LLC | 0.11% | Add +0.8% | 13,253 | $1.3M |
| J. W. Coons Advisors, LLC | 0.24% | Add +1.0% | 13,239 | $1.3M |
| Narus Financial Partners, LLC | 0.47% | Add +10.6% | 13,235 | $1.3M |
| Flagship Private Wealth, LLC | 0.67% | New | 13,215 | $1.3M |
| Rathbones Group PLC | 0.01% | Reduce -3.1% | 13,141 | $1.3M |
| Werba Rubin Papier Wealth Management | 0.30% | New | 13,031 | $1.3M |
| Continuum Advisory, LLC | 0.16% | Add +20.1% | 13,442 | $1.3M |
| Hanover Advisors Inc. | 0.53% | Add +0.9% | 12,778 | $1.3M |
| Biondo Investment Advisors, LLC | 0.17% | Add +0.4% | 12,645 | $1.2M |
| Cosner Financial Group, LLC | 0.80% | Add +0.3% | 12,641 | $1.2M |
| Lighthouse Investment Partners, LLC | 0.07% | Add +119.4% | 12,560 | $1.2M |
| Blair William & Co. | 0.00% | Add +22.7% | 12,418 | $1.2M |
| Strategic Blueprint, LLC | 0.08% | Add +30.1% | 12,375 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -6.3% | 12,336 | $1.2M |
| Discovery Capital Management, LLC / CT | 0.15% | Add +154.8% | 12,187 | $1.2M |
| BayBridge Capital Group, LLC | 0.86% | Add +2.2% | 12,161 | $1.2M |
| Kornitzer Capital Management Inc. | 0.02% | Add +10.1% | 12,114 | $1.2M |
| Prosperity Consulting Group, LLC | 0.09% | Reduce -19.6% | 12,004 | $1.2M |
| ShoreHaven Wealth Partners, LLC | 0.56% | New | 11,929 | $1.2M |
| Eagle Global Advisors LLC | 0.06% | No change | 11,904 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Reduce -26.6% | 10,005 | $1.2M |
| Dakota Wealth Management | 0.03% | Add +11.5% | 11,766 | $1.2M |
| GTS Securities LLC | 0.02% | New | 11,694 | $1.1M |
| Verus Capital Partners, LLC | 0.11% | Reduce -38.7% | 11,213 | $1.1M |
| Moulton Wealth Management, Inc. | 0.92% | New | 11,395 | $1.1M |
| Boston Financial Mangement LLC | 0.03% | No change | 11,131 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +46.3% | 11,063 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +437.3% | 11,030 | $1.1M |
| Quaker Wealth Management, LLC | 0.39% | — | 10,851 | $1.1M |
| Evoke Wealth, LLC | 0.03% | New | 10,840 | $1.1M |
| Checchi Capital Advisers, LLC | 0.08% | Add +6.4% | 10,823 | $1.1M |
| Nottingham Advisors, Inc. | 0.12% | Reduce -94.7% | 10,783 | $1.1M |
| Savior LLC | 5.85% | Reduce -1.9% | 10,771 | $1.1M |
| Roundview Capital LLC | 0.08% | Add +2.0% | 10,679 | $1.0M |
| Chesley Taft & Associates LLC | 0.05% | Reduce -1.9% | 10,550 | $1.0M |
| TCP Asset Management, LLC | 0.23% | Reduce -49.8% | 10,332 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +745.7% | 10,326 | $1.0M |
| Northern Trust Corp. | 0.00% | Reduce -3.5% | 10,266 | $1.0M |
| King Wealth Management Group | 0.16% | Reduce -4.8% | 10,211 | $1.0M |
| Fortune Financial Advisors, LLC | 0.91% | Add +0.1% | 10,211 | $1.0M |
| Polymer Capital Management (HK) LTD | 0.23% | New | 10,200 | $1.0M |
| CreativeOne Wealth, LLC | 0.03% | Add +126.4% | 10,192 | $1.0M |
| Natixis | 0.01% | Add +167.9% | 10,075 | $989K |
| Exencial Wealth Advisors, LLC | 0.04% | Reduce -11.0% | 9,916 | $973K |
| &partners | 0.02% | New | 9,894 | $971K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +5.0% | 9,793 | $961K |
| Coppell Advisory Solutions LLC | 0.14% | Add +31.8% | 9,756 | $960K |
| Summit Global Investments | 0.06% | Add +40.2% | 9,755 | $957K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -11.0% | 10,043 | $955K |
| Lavaca Capital LLC | 0.46% | Add +0.9% | 9,726 | $954K |
| Financial Network Wealth Advisors LLC | 0.79% | Reduce -5.2% | 9,692 | $951K |
| Cadence Bank | 0.06% | New | 9,597 | $942K |
| Ascent Group, LLC | 0.07% | Reduce -6.0% | 9,587 | $941K |
| AQR Capital Management | 0.00% | New | 9,558 | $938K |
| Trek Financial, LLC | 0.07% | Add +5.0% | 9,473 | $930K |
| CIBC Private Wealth Group LLC | 0.00% | Add +436.5% | 9,346 | $917K |
| Flagstar Securities, Inc. | 0.23% | Add +0.2% | 9,304 | $913K |
| Prism Advisors, Inc. | 0.26% | Add +8.9% | 9,214 | $904K |
| WBH Advisory Inc. | 0.09% | Reduce -3.3% | 9,213 | $904K |
| Norden Group LLC | 0.11% | Add +91.7% | 9,163 | $899K |
| Bowman & Co S.C. | 0.47% | Reduce -3.5% | 9,127 | $896K |
| Arkadios Wealth Advisors | 0.05% | Reduce -16.9% | 9,049 | $888K |
| Lake Street Advisors Group, LLC | 0.04% | No change | 8,900 | $873K |
| Pacifica Partners Inc. | 0.36% | Reduce -0.1% | 8,855 | $869K |
| Horan Securities, Inc. | 0.34% | Reduce -0.2% | 8,850 | $868K |
| Western Wealth Management, LLC | 0.05% | Add +152.2% | 8,765 | $860K |
| Estate Counselors, LLC | 0.09% | New | 8,703 | $854K |
| Clearstead Advisors, LLC | 0.01% | Add +0.2% | 8,427 | $827K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -3.5% | 8,422 | $826K |
| Prentice Wealth Management LLC | 0.24% | Add +4.4% | 8,326 | $817K |
| Vicus Capital | 0.07% | Add +3.7% | 8,125 | $797K |
| L.M. Kohn & Company | 0.20% | Add +34.3% | 8,099 | $795K |
| VitalStone Financial, LLC | 0.54% | Reduce -7.3% | 8,087 | $793K |
| Howard Capital Management, LLC | 0.01% | Add +18.5% | 8,060 | $791K |
| Johnson Financial Group, Inc. | 0.04% | Reduce -70.3% | 7,956 | $781K |
| Amarillo National Bank | 0.14% | Reduce -7.1% | 7,942 | $779K |
| FFT Wealth Management LLC | 0.06% | New | 7,872 | $772K |
| Dogwood Wealth Management LLC | 0.44% | Add +3.1% | 7,863 | $771K |
| Banque Cantonale Vaudoise | 0.03% | Reduce -4.8% | 7,847 | $770K |
| TriaGen Wealth Management LLC | 0.26% | Add +1.1% | 7,827 | $768K |
| TTP Investments, Inc. | 0.26% | Reduce -1.1% | 7,756 | $761K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -2.6% | 7,754 | $761K |
| FDx Advisors, Inc. | 0.21% | Add +0.9% | 7,714 | $757K |
| Avalon Capital Management | 0.22% | No change | 7,536 | $739K |
| Arrien Investments, Inc. | 0.53% | Add +5.0% | 7,480 | $734K |
| Private Trust Co. NA | 0.07% | Add +15.7% | 7,404 | $726K |
| Morningstar Investment Services LLC | 0.01% | Add +50.8% | 7,375 | $726K |
| TSA Wealth Managment LLC | 0.29% | Reduce -3.3% | 7,352 | $721K |
| Roman Butler Fullerton & Co. | 0.22% | New | 7,444 | $716K |
| Magnus Financial Group LLC | 0.07% | Add +91.6% | 7,269 | $713K |
| Crestwood Advisors Group, LLC | 0.01% | Add +16.9% | 7,107 | $697K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 7,074 | $694K |
| Rollins Financial Advisors, LLC | 0.11% | Reduce -33.9% | 7,020 | $689K |
| Goelzer Investment Management, Inc. | 0.04% | Add +0.3% | 7,004 | $687K |
| Executive Wealth Management, LLC | 0.05% | New | 6,979 | $685K |
| Summa Corp. | 0.33% | Add +16.9% | 6,930 | $680K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Reduce -1.4% | 6,924 | $679K |
| Wick Capital Partners, LLC | 0.22% | Add +2.4% | 6,883 | $675K |
| Mission Wealth Management, LP | 0.02% | New | 6,850 | $672K |
| Nwam LLC | 0.04% | New | 6,835 | $671K |
| Stephens Group Asset Management, LLC | 0.06% | New | 6,800 | $667K |
| Adapt Wealth Advisors, LLC | 0.36% | Reduce -36.4% | 6,786 | $666K |
| Global Trust Asset Management, LLC | 0.25% | Add +52.2% | 6,772 | $664K |
| Koshinski Asset Management, Inc. | 0.06% | Add +61.1% | 6,751 | $662K |
| Patten & Patten Inc. | 0.04% | No change | 6,720 | $659K |
| Brickley Wealth Management | 0.13% | No change | 6,698 | $657K |
| Cambridge Advisors Inc. | 0.14% | No change | 6,671 | $655K |
| Quadcap Wealth Management, LLC | 0.10% | Add +3.1% | 6,616 | $649K |
| Rothschild Wealth LLC | 0.19% | Reduce -64.7% | 18,725 | $639K |
| Ridgewood Investments LLC | 0.32% | Reduce -2.4% | 6,494 | $637K |
| Fullerton Fund Management Co Ltd. | 0.03% | Reduce -87.8% | 6,481 | $636K |
| Timber Creek Capital Management LLC | 0.18% | New | 6,433 | $631K |
| Diversify Wealth Management, LLC | 0.06% | Reduce -24.0% | 6,597 | $626K |
| Spirit of America Management Corp. | 0.12% | Reduce -4.0% | 6,345 | $623K |
| Authentikos Wealth Advisory, LLC | 0.60% | New | 6,324 | $621K |
| Cambria Investment Management, L.P. | 0.04% | No change | 6,327 | $619K |
| Waterloo Capital, L.P. | 0.07% | Reduce -63.1% | 6,261 | $614K |
| Sapient Capital LLC | 0.01% | Reduce -10.9% | 6,259 | $614K |
| E&G Advisors, LLC | 0.17% | No change | 6,201 | $608K |
| PFG Investments, LLC | 0.04% | Add +10.1% | 6,195 | $608K |
| Signal Advisors Wealth, LLC | 0.09% | New | 6,159 | $604K |
| Good Life Advisors, LLC | 0.04% | Add +131.7% | 6,160 | $604K |
| Klaas Financial Asset Advisors, LLC | 0.10% | Add +4.1% | 6,080 | $597K |
| Realta Investment Advisors | 0.27% | Reduce -8.9% | 6,234 | $597K |
| Strategic Wealth Partners, Ltd. | 0.06% | Add +0.2% | 6,058 | $594K |
| Etesian Wealth Advisors, Inc. | 0.27% | New | 6,040 | $593K |
| M3 Advisory Group, LLC | 0.43% | Reduce -6.2% | 6,030 | $592K |
| Pacific Financial Group Inc. | 0.42% | Add +105.5% | 5,824 | $571K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +22.0% | 5,806 | $570K |
| First Citizens Asset Management, Inc. | 0.20% | Add +0.6% | 5,764 | $566K |
| American Financial Advisors, LLC | 0.08% | Add +0.8% | 5,674 | $557K |
| KG Capital Management | 0.18% | Add +27.5% | 5,636 | $553K |
| Montecito Bank & Trust | 0.09% | New | 5,632 | $553K |
| Alerus Financial NA | 0.04% | Reduce -5.2% | 5,594 | $549K |
| High Falls Advisors, Inc | 0.13% | Reduce -11.4% | 5,571 | $547K |
| American Institute for Advanced Investment Management, LLP | 0.39% | New | 5,565 | $546K |
| Icon Wealth Advisors, LLC | 0.05% | Reduce -22.9% | 5,561 | $546K |
| Montis Financial, LLC | 0.19% | No change | 5,475 | $537K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +40.9% | 5,432 | $533K |
| Chemistry Wealth Management LLC | 0.13% | Reduce -0.4% | 5,404 | $530K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +184.3% | 5,390 | $529K |
| Archer Investment Corp | 0.14% | Reduce -82.5% | 5,378 | $528K |
| AlTi Global, Inc. | 0.01% | No change | 5,373 | $527K |
| Fiduciary Alliance LLC | 0.07% | New | 5,349 | $525K |
| Baldwin Wealth Partners LLC | 0.04% | New | 5,315 | $522K |
| Blueprint Investment Partners LLC | 0.09% | New | 5,314 | $521K |
| Fiduciary Trust Co | 0.01% | No change | 5,278 | $518K |
| Titleist Asset Management, LLC | 0.07% | Add +98.8% | 5,277 | $518K |
| Jacobi Capital Management LLC | 0.04% | Add +56.2% | 5,221 | $512K |
| Regions Financial Corp. | 0.00% | Add +4.8% | 5,174 | $508K |
| Solstein Capital, LLC | 0.27% | No change | 5,165 | $507K |
| Advisors Asset Management, Inc. | 0.01% | Add +56.8% | 5,133 | $504K |
| Tower Wealth Partners, Inc. | 0.29% | Add +1.1% | 4,997 | $490K |
| Objective Capital Management, LLC | 0.28% | — | 4,931 | $484K |
| Drive Wealth Management, LLC | 0.13% | Add +3.0% | 4,924 | $483K |
| Gibbs Wealth Management | 0.16% | Reduce -41.6% | 4,889 | $480K |
| Fiera Capital Corp | 0.00% | Reduce -8.4% | 4,843 | $475K |
| Kinloch Capital, LLC | 0.23% | Reduce -5.5% | 4,824 | $473K |
| Wealthspan Partners, LLC | 0.23% | Add +103.0% | 4,784 | $469K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 4,750 | $466K |
| Acorn Wealth Advisors, LLC | 0.20% | Add +70.5% | 4,749 | $466K |
| Vanguard Capital Wealth Advisors | 0.49% | Reduce -9.4% | 4,721 | $463K |
| Accurate Wealth Management, LLC | 0.09% | Add +94.9% | 4,783 | $460K |
| Wealthfront Advisers LLC | 0.00% | Add +5.1% | 4,681 | $459K |
| Caxton Associates LP | 0.02% | Reduce -28.9% | 4,577 | $449K |
| M&T Bank Corp | 0.00% | Reduce -6.6% | 4,574 | $449K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -13.1% | 4,566 | $448K |
| Yoder Wealth Management, Inc. | 0.26% | Reduce -8.1% | 4,515 | $440K |
| High Note Wealth, LLC | 0.13% | New | 4,467 | $438K |
| Atlanta Consulting Group Advisors, LLC | 0.11% | New | 4,460 | $438K |
| Second Half Financial Partners, LLC | 0.23% | New | 4,418 | $433K |
| Berger Financial Group, Inc | 0.03% | Add +34.6% | 4,403 | $432K |
| Regal Investment Advisors LLC | 0.03% | Add +81.6% | 4,392 | $431K |
| Patten Group, Inc. | 0.10% | Reduce -8.4% | 4,378 | $430K |
| Westside Investment Management, Inc. | 0.09% | Add +3.7% | 4,375 | $429K |
| Phillips Wealth Planners LLC | 0.41% | Add +0.5% | 4,424 | $426K |
| HRT Financial LP | 0.00% | Reduce -70.7% | 4,326 | $424K |
| Savant Capital, LLC | 0.00% | Add +52.5% | 4,320 | $424K |
| GR Financial Group, LLC | 0.07% | Add +0.9% | 4,300 | $422K |
| Roble, Belko & Company, Inc | 0.07% | No change | 4,242 | $416K |
| Sovereign Financial Group, Inc. | 0.10% | Add +36.4% | 4,239 | $416K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 4,209 | $413K |
| Carrera Capital Advisors | 0.10% | Reduce -22.8% | 4,191 | $411K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.5% | 4,109 | $403K |
| Harbour Investments, Inc. | 0.01% | Add +9.0% | 4,065 | $399K |
| Boyd Watterson Asset Management LLC | 0.11% | Reduce -7.0% | 4,029 | $395K |
| Catalyst Private Wealth, LLC | 0.19% | Reduce -16.2% | 4,023 | $395K |
| Park Place Capital Corp | 0.11% | No change | 3,998 | $392K |
| Parallel Advisors, LLC | 0.01% | Add +54.9% | 3,944 | $387K |
| Traphagen Investment Advisors LLC | 0.04% | Add +12.9% | 3,929 | $386K |
| 4J Wealth Management LLC | 0.30% | No change | 3,914 | $384K |
| HTLF Bank | 0.04% | Add +1.4% | 3,828 | $376K |
| AlphaCentric Advisors LLC | 0.28% | Reduce -8.7% | 3,823 | $375K |
| Investment Advisory Group, LLC | 0.13% | Reduce -1.3% | 3,736 | $367K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +36.3% | 3,711 | $364K |
| D.A. Davidson & Co. | 0.00% | Add +13.5% | 3,709 | $364K |
| Renasant Bank | 0.23% | No change | 3,627 | $356K |
| Accretive Wealth Partners, LLC | 0.15% | New | 3,600 | $353K |
| Csenge Advisory Group | 0.02% | Reduce -13.1% | 3,673 | $352K |
| Wedbush Securities Inc. | 0.01% | New | 3,552 | $349K |
| DMC Group, LLC | 0.28% | New | 3,554 | $349K |
| Bellecapital International Ltd. | 0.07% | Reduce -26.4% | 3,529 | $346K |
| StoneX Group Inc. | 0.03% | New | 3,510 | $344K |
| Power Wealth Management LLC | 0.15% | Add +41.7% | 3,506 | $344K |
| Householder Group Estate & Retirement Specialist, LLC | 0.10% | Add +15.8% | 3,500 | $343K |
| Clarity Capital Partners LLC | 0.20% | Add +20.3% | 3,467 | $340K |
| Tran Capital Management, L.P. | 0.04% | No change | 3,450 | $339K |
| Northwest Wealth Management, LLC | 0.08% | Reduce -0.9% | 3,442 | $338K |
| WPWealth LLP | 0.07% | Reduce -52.7% | 3,415 | $335K |
| KPP Advisory Services LLC | 0.08% | Add +2.7% | 3,399 | $334K |
| United Capital Financial Advisors, LLC | 0.00% | Add +4.2% | 3,373 | $331K |
| RS Crum Inc. | 0.08% | No change | 3,350 | $329K |
| Cabana LLC | 1.80% | Reduce -11.3% | 3,297 | $324K |
| Alpha Cubed Investments, LLC | 0.01% | Add +11.8% | 3,246 | $318K |
| Franklin Resources Inc. | 0.00% | Reduce -2.5% | 3,328 | $318K |
| Merit Financial Group, LLC | 0.01% | New | 3,194 | $313K |
| Insigneo Advisory Services, LLC | 0.03% | Add +5.1% | 3,194 | $313K |
| Ameraudi Asset Management, Inc. | 0.14% | Add +11.3% | 3,187 | $313K |
| D L Carlson Investment Group Inc. | 0.06% | New | 3,170 | $311K |
| Welch & Forbes LLC | 0.00% | New | 3,162 | $310K |
| Matrix Trust Co | 0.06% | Reduce -0.6% | 3,164 | $310K |
| Ieq Capital, LLC | 0.00% | New | 3,154 | $309K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -12.5% | 3,151 | $309K |
| Crescent Grove Advisors, LLC | 0.03% | Add +7.0% | 3,150 | $309K |
| Family Asset Management, LLC | 0.19% | Reduce -24.0% | 3,139 | $308K |
| CWC Advisors, LLC. | 0.30% | — | 3,127 | $307K |
| Shayne & Jacobs, LLC | 0.07% | No change | 3,040 | $298K |
| Moneco Advisors, LLC | 0.04% | Add +14.9% | 2,986 | $293K |
| Two Sigma Securities, LLC | 0.02% | Reduce -94.4% | 2,983 | $293K |
| Rede Wealth, LLC | 0.11% | Reduce -0.3% | 2,973 | $292K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.1% | 2,969 | $291K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 2,953 | $290K |
| Forbes J M & Co. LLP | 0.03% | Reduce -1.7% | 2,941 | $289K |
| Roger Wittlin Investment Advisory, LLC | 0.17% | Add +0.9% | 2,935 | $288K |
| Community Bank, N.A. | 0.04% | Reduce -69.5% | 2,928 | $287K |
| Stanley-Laman Group, Ltd. | 0.04% | Reduce -0.3% | 2,915 | $286K |
| Strategy Asset Managers LLC | 0.05% | Reduce -46.0% | 2,911 | $286K |
| Hudson Capital Management LLC | 0.09% | New | 2,897 | $284K |
| Avaii Wealth Management, LLC | 0.14% | Add +10.6% | 2,873 | $282K |
| FC Advisory LLC | 0.09% | Add +0.7% | 2,867 | $281K |
| Ascentis Wealth Management, LLC | 0.10% | — | 2,825 | $277K |
| Sage Capital Advisors,llc | 0.07% | No change | 2,774 | $272K |
| Regimen Wealth, LLC | 0.09% | Reduce -5.4% | 2,742 | $269K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 2,735 | $268K |
| Valmark Advisers, Inc. | 0.00% | Add +2.4% | 2,716 | $266K |
| Crumly & Associates Inc. | 0.07% | New | 2,706 | $266K |
| Cape Investment Advisory, Inc. | 0.11% | Reduce -2.8% | 2,704 | $265K |
| Trilogy Capital Inc. | 0.01% | Reduce -35.1% | 2,691 | $264K |
| NorthRock Partners, LLC | 0.01% | Reduce -9.5% | 2,687 | $264K |
| Caitlin John, LLC | 0.17% | Add +12.0% | 2,820 | $263K |
| Diligent Investors, LLC | 0.06% | Add +0.3% | 2,665 | $262K |
| Horst & Graben Wealth Management LLC | 0.05% | Add +2.5% | 2,659 | $261K |
| Alera Investment Advisors, LLC | 0.03% | Add +7.1% | 2,657 | $261K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -29.0% | 2,624 | $257K |
| Bremer Bank National Association | 0.05% | No change | 2,621 | $257K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -65.3% | 2,621 | $257K |
| TruWealth Advisors, LLC | 0.02% | Reduce -49.2% | 2,614 | $257K |
| GM Advisory Group, LLC | 0.02% | No change | 2,611 | $256K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -30.7% | 2,604 | $255K |
| Secure Asset Management, LLC | 0.04% | New | 2,591 | $254K |
| Pinnacle Wealth Management Group, Inc. | 0.16% | New | 2,580 | $253K |
| Sunbelt Securities, Inc. | 0.02% | Add +62.3% | 2,559 | $251K |
| Lyell Wealth Management, LP | 0.02% | No change | 2,553 | $251K |
| Walker Asset Management, LLC | 0.16% | Reduce -3.7% | 2,552 | $250K |
| Wisconsin Capital Management LLC | 0.13% | No change | 2,550 | $250K |
| Farther Finance Advisors, LLC | 0.01% | Add +10.5% | 2,550 | $250K |
| Stelac Advisory Services LLC | 0.10% | New | 2,508 | $246K |
| Legacy PCG, LLC | 0.17% | No change | 2,482 | $244K |
| Brass Tax Wealth Management, Inc. | 0.05% | Reduce -9.0% | 2,480 | $243K |
| GDS Wealth Management | 0.02% | Reduce -98.4% | 2,470 | $242K |
| Pinnacle Bancorp, Inc. | 0.06% | Add +14.6% | 2,453 | $241K |
| Optimum Investment Advisors | 0.10% | No change | 2,450 | $240K |
| Afg Fiduciary Services Limited Partnership | 0.16% | No change | 2,500 | $240K |
| Empower Advisory Group, LLC | 0.00% | Reduce -21.6% | 2,438 | $239K |
| Marcum Wealth, LLC | 0.02% | Add +3.0% | 2,435 | $239K |
| Drucker Wealth 3.0, LLC | 0.06% | Reduce -14.2% | 2,434 | $239K |
| Gray Private Wealth, LLC | 0.14% | No change | 2,431 | $239K |
| Advisory Alpha, LLC | 0.01% | New | 2,431 | $239K |
| NBT Bank, N.A. | 0.02% | Reduce -9.9% | 2,428 | $238K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,424 | $238K |
| Sollinda Capital Management LLC | 0.07% | Reduce -1.7% | 2,414 | $237K |
| Walleye Capital LLC | 0.00% | Reduce -89.2% | 2,414 | $237K |
| Intergy Private Wealth, LLC | 0.09% | New | 2,358 | $231K |
| Vident Advisory, LLC | 0.01% | Reduce -90.4% | 2,356 | $231K |
| Ashton Thomas Securities, LLC | 0.04% | Add +0.6% | 2,340 | $230K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -9.7% | 2,335 | $229K |
| KFG Wealth Management, LLC | 0.05% | Reduce -2.8% | 2,322 | $228K |
| Glenview Trust Co | 0.00% | Reduce -2.2% | 2,307 | $226K |
| Vontobel Holding Ltd. | 0.00% | Reduce -25.5% | 2,278 | $224K |
| Palisade Asset Management, LLC | 0.02% | No change | 2,250 | $221K |
| Seven Mile Advisory | 0.15% | Add +1.4% | 2,236 | $219K |
| Wolverine Asset Management LLC | 0.02% | Add +57.1% | 2,200 | $216K |
| Exchange Capital Management, Inc. | 0.03% | Reduce -2.8% | 2,187 | $215K |
| Creative Financial Designs Inc. | 0.02% | Add +65.3% | 2,180 | $214K |
| Dover Advisors, LLC | 0.12% | New | 2,179 | $214K |
| BTS Asset Management, Inc. | 0.20% | New | 2,169 | $213K |
| Busey Bank | 0.01% | Reduce -21.7% | 2,166 | $213K |
| Mma Asset Management LLC | 0.06% | Add +0.4% | 2,152 | $211K |
| Savvy Advisors, Inc. | 0.04% | New | 2,128 | $209K |
| Insight Advisors, LLC/ PA | 0.04% | New | 2,123 | $208K |
| Voya Financial Advisors, Inc. | 0.02% | New | 2,117 | $208K |
| Burke & Herbert Bank & Trust Co. | 0.05% | New | 2,117 | $208K |
| HBW Advisory Services LLC | 0.03% | New | 2,078 | $204K |
| Integrated Investment Consultants, LLC | 0.04% | New | 2,074 | $204K |
| Zega Financial, LLC | 0.07% | New | 2,060 | $202K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -98.3% | 2,057 | $202K |
| Mechanics Financial Corp | 0.08% | No change | 1,910 | $187K |
| UMB Bank, n.a. | 0.00% | Reduce -8.2% | 1,904 | $187K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,891 | $186K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,648 | $162K |
| Larson Financial Group LLC | 0.01% | Reduce -22.4% | 1,636 | $161K |
| Horizon Investments, LLC | 0.00% | No change | 1,641 | $160K |
| Northwest Capital Management Inc | 0.06% | Reduce -2.1% | 1,610 | $158K |
| Bokf, NA | 0.00% | No change | 1,609 | $157K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,480 | $145K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,480 | $145K |
| Kiely Wealth Advisory Group, Inc. | 0.09% | No change | 1,508 | $141K |
| Howe & Rusling Inc. | 0.01% | Reduce -20.6% | 1,334 | $131K |
| Allworth Financial LP | 0.00% | Reduce -56.6% | 1,331 | $131K |
| Balefire, LLC | 0.04% | Reduce -15.3% | 1,314 | $129K |
| Ballast Advisors LLC | 0.04% | Reduce -3.1% | 1,270 | $125K |
| Avior Wealth Management, LLC | 0.00% | Reduce -14.2% | 1,168 | $115K |
| Caldwell Sutter Capital, Inc. | 0.05% | Add +1.0% | 1,123 | $110K |
| Webster Bank, N. A. | 0.01% | Add +42.0% | 1,105 | $108K |
| Mather Group, Llc. | 0.00% | Reduce -72.8% | 1,093 | $107K |
| MCF Advisors LLC | 0.01% | Reduce -6.1% | 990 | $97K |
| Lanark Financial, Inc. | 0.01% | Add +6.0% | 989 | $97K |
| Colonial Trust Co / SC | 0.01% | Add +22.1% | 978 | $96K |
| Tortoise Investment Management, LLC | 0.01% | Add +4.4% | 910 | $89K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 861 | $84K |
| Rothschild Investment LLC | 0.01% | Reduce -63.2% | 838 | $82K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 825 | $81K |
| Bfsg, LLC | 0.01% | Reduce -3.5% | 823 | $81K |
| Headlands Technologies LLC | 0.01% | New | 819 | $80K |
| CENTRAL TRUST Co | 0.00% | No change | 818 | $80K |
| Stephens Consulting, LLC | 0.02% | No change | 806 | $79K |
| Pflug Koory, LLC | 0.01% | — | 761 | $75K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.8% | 758 | $74K |
| Addison Advisors LLC | 0.02% | No change | 733 | $72K |
| Bangor Savings Bank | 0.01% | Reduce -43.7% | 722 | $71K |
| Kings Path Partners LLC | 0.03% | New | 713 | $70K |
| Wallace Hart LLC | 0.05% | No change | 712 | $70K |
| PSI Advisors, LLC | 0.02% | Add +20.0% | 653 | $64K |
| NWK Group, Inc. | 0.03% | Add +0.8% | 653 | $64K |
| Future Financial Wealth Managment LLC | 0.04% | New | 600 | $59K |
| Rice Partnership, LLC | 0.01% | Add +8.7% | 576 | $57K |
| Carmichael Hill & Associates, Inc. | 0.02% | New | 571 | $56K |
| Crewe Advisors LLC | 0.01% | No change | 570 | $56K |
| Highline Wealth Partners LLC | 0.02% | Add +0.9% | 569 | $56K |
| Parkside Financial Bank & Trust | 0.01% | New | 564 | $55K |
| Beacon Capital Management, LLC | 0.01% | Add +4.9% | 552 | $54K |
| Ancora Advisors LLC | 0.00% | No change | 530 | $52K |
| Clearstead Trust, LLC | 0.01% | Add +181.3% | 512 | $50K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +17.0% | 510 | $50K |
| Powell Investment Advisors, LLC | 0.02% | New | 501 | $49K |
| Rakuten Securities, Inc. | 0.02% | Add +45.1% | 492 | $48K |
| Aspect Partners, LLC | 0.03% | Reduce -6.3% | 489 | $48K |
| WFA of San Diego, LLC | 0.04% | No change | 470 | $46K |
| Barrett & Company, Inc. | 0.02% | No change | 460 | $45K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 458 | $45K |
| FSC Wealth Advisors, LLC | 0.03% | No change | 414 | $41K |
| Dunhill Financial, LLC | 0.02% | New | 389 | $38K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -75.5% | 384 | $38K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 368 | $36K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -16.0% | 358 | $35K |
| Van Eck Associates Corp. | 0.00% | New | 366 | $35K |
| Wintrust Investments LLC | 0.03% | New | 353 | $34K |
| Hazlett, Burt & Watson, Inc. | 0.02% | New | 351 | $34K |
| Tucker Asset Management LLC | 0.01% | Reduce -41.9% | 300 | $29K |
| Atwood & Palmer Inc. | 0.00% | Reduce -55.7% | 300 | $29K |
| Sound Income Strategies, LLC | 0.00% | Add +17.1% | 274 | $27K |
| LGT Financial Advisors LLC | 0.06% | No change | 268 | $26K |
| Capital Investment Counsel, Inc | 0.00% | No change | 266 | $26K |
| Tsfg, LLC | 0.01% | Add +0.4% | 268 | $26K |
| Robinswood Financial LLC | 0.01% | No change | 255 | $25K |
| Logan Capital Management Inc. | 0.00% | New | 251 | $25K |
| WASHINGTON TRUST Co | 0.00% | No change | 248 | $24K |
| Asset Dedication, LLC | 0.00% | New | 247 | $24K |
| Richardson Financial Services Inc. | 0.01% | Add +97.5% | 241 | $23K |
| Godsey & Gibb, Inc. | 0.00% | New | 229 | $22K |
| Bray Capital Advisors | 0.01% | No change | 225 | $22K |
| Versant Capital Management, Inc | 0.01% | Reduce -44.3% | 223 | $22K |
| Windsor Advisory Group, LLC | 0.02% | New | 219 | $21K |
| Register Financial Advisors LLC | 0.01% | No change | 216 | $21K |
| GAMMA Investing LLC | 0.00% | New | 213 | $21K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 207 | $20K |
| Winch Advisory Services, LLC | 0.01% | New | 204 | $20K |
| North Star Investment Management Corp. | 0.00% | New | 186 | $18K |
| HBC Financial Services, PLLC | 0.01% | New | 200 | $18K |
| Daiwa Securities Group Inc. | 0.00% | New | 184 | $18K |
| Trust Co | 0.00% | No change | 180 | $18K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -58.5% | 177 | $17K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 174 | $17K |
| Morgan Dempsey Capital Management LLC | 0.01% | No change | 172 | $17K |
| Coastline Trust Co | 0.00% | New | 170 | $17K |
| Trivant Custom Portfolio Group, LLC | 0.01% | Add +6.5% | 165 | $16K |
| Denver PWM, LLC | 0.01% | Reduce -10.5% | 162 | $16K |
| Financial Gravity Companies, Inc. | 0.00% | — | 145 | $14K |
| Montag A & Associates Inc. | 0.00% | New | 141 | $14K |
| Fortitude Family Office, LLC | 0.00% | Reduce -85.9% | 125 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 119 | $12K |
| Darwin Wealth Management, LLC | 0.00% | New | 118 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 106 | $10K |
| Investors Research Corp | 0.00% | No change | 101 | $10K |
| Y.D. More Investments Ltd | 0.00% | No change | 100 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -1.0% | 96 | $9K |
| Rogco, LP | 0.00% | No change | 94 | $9K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -2.1% | 93 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 92 | $9K |
| Cornerstone Planning Group LLC | 0.00% | No change | 90 | $9K |
| Rise Advisors, LLC | 0.00% | New | 86 | $8K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 85 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +2.4% | 84 | $8K |
| Creekmur Asset Management LLC | 0.00% | Add +25.8% | 83 | $8K |
| Main Street Group, LTD | 0.00% | No change | 77 | $8K |
| Hobbs Group Advisors, LLC | 0.00% | New | 2,250 | $7K |
| Delos Wealth Advisors, LLC | 0.01% | New | 75 | $7K |
| Tidemark, LLC | 0.00% | No change | 71 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | Add +677.8% | 70 | $7K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 66 | $6K |
| American National Bank & Trust | 0.00% | New | 61 | $6K |
| Country Trust Bank | 0.00% | No change | 61 | $6K |
| Planned Solutions, Inc. | 0.00% | New | 58 | $6K |
| TFC Financial Management, Inc. | 0.00% | New | 51 | $5K |
| WR Wealth Planners, LLC | 0.00% | No change | 48 | $5K |
| Providence Capital Advisors, LLC | 0.00% | No change | 44 | $4K |
| Motco | 0.00% | New | 44 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 43 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 35 | $3K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -93.5% | 34 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 34 | $3K |
| Flaharty Asset Management, LLC | 0.00% | New | 32 | $3K |
| Smithfield Trust Co | 0.00% | No change | 27 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 30 | $3K |
| Provident Wealth Management, LLC | 0.00% | No change | 27 | $3K |
| Wolff Wiese Magana LLC | 0.00% | New | 24 | $2K |
| Talon Private Wealth, LLC | 0.00% | — | 24 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +71.4% | 24 | $2K |
| Covestor Ltd | 0.00% | Reduce -3.9% | 25 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Add +150.0% | 20 | $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% | No change | 19 | $2K |
| Oakworth Capital, Inc. | 0.00% | Reduce -51.3% | 19 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 16 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 15 | $1K |
| Aspire Private Capital, LLC | 0.00% | No change | 15 | $1K |
| ESL Trust Services, LLC | 0.00% | New | 12 | $1K |
| Arax Advisory Partners | 0.00% | No change | 12 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 9 | $883 |
| Goodman Advisory Group, LLC | 0.00% | New | 7 | $687 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 5 | $491 |
| Islay Capital Management, LLC | 0.00% | New | 3 | $294 |
| Ransom Advisory, Ltd | 0.00% | No change | 2 | $201 |
| Fourpath Capital Management, LLC | 0.00% | New | 1 | $105 |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -98.6% | 1 | $98 |
| Capstone Investment Advisors, LLC | 0.00% | No change | 1 | $98 |
"% 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.