iShares 7-10 Year Treasury BIEFETF
13F holders, Q4 2024 (December 31)975holders +35
103new positions
115sold out
3famous investors
$92.50avg. 13F price*
At the end of Q4 2024, 975 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings, up 35 from Q3 2024. 103 opened new positions and 115 sold out. The largest holders were Fisher Asset Management ($4.6B), FMR LLC ($2.7B) and JPMorgan Chase & Co. ($2.5B). 3 famous investors held it, including Ken Fisher (1.8% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $197.7M |
| Exits | 115 | $835.1M |
All 13F filers, Q3 2024 → Q4 2024: 21,669,802 shares bought and 38,438,787 shares sold, net −16,768,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 975 holders
| Fisher Asset Management | 1.81% | Add +18.2% | 49,220,000 | $4.6B |
| FMR LLC | 0.16% | Reduce -11.4% | 29,677,907 | $2.7B |
| JPMorgan Chase & Co. | 0.20% | Reduce -3.7% | 26,743,507 | $2.5B |
| Envestnet Asset Management Inc. | 0.36% | Reduce -4.3% | 12,217,969 | $1.1B |
| Ameriprise Financial Inc. | 0.28% | Reduce -11.7% | 11,630,686 | $1.1B |
| PNC Financial Services Group, Inc. | 0.60% | Reduce -1.2% | 9,637,029 | $890.9M |
| Captrust Financial Advisors | 2.21% | Reduce -2.3% | 8,364,669 | $773.3M |
| Raymond James Financial Inc. | 0.27% | — | 7,847,362 | $725.5M |
| Morgan Stanley | 0.05% | Reduce -45.0% | 7,770,318 | $718.4M |
| Bank of America Corp. | 0.07% | Reduce -9.5% | 7,658,163 | $708.0M |
| Bank of Montreal | 0.26% | Reduce -26.6% | 5,649,889 | $522.3M |
| Blue Trust, Inc. | 6.51% | Add +9.9% | 5,497,557 | $508.2M |
| Northwestern Mutual Wealth Management Co. | 0.35% | Add +5.5% | 4,489,332 | $415.0M |
| LPL Financial LLC | 0.14% | Add +4.8% | 3,702,913 | $342.3M |
| UBS Group AG | 0.08% | Reduce -10.4% | 3,658,293 | $338.2M |
| Nationwide Fund Advisors | 23.77% | Add +0.8% | 3,213,523 | $297.1M |
| BlackRock, Inc. | 0.01% | Reduce -16.9% | 3,066,953 | $283.5M |
| Jane Street Group, LLC | 0.40% | Add +589.9% | 2,650,680 | $245.1M |
| Members Trust Co | 8.38% | Reduce -2.5% | 2,629,430 | $243.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.74% | Add +9.9% | 2,342,461 | $239.0M |
| Cerity Partners OCIO LLC | 15.15% | Add +0.9% | 2,471,275 | $228.5M |
| Baird Financial Group, Inc. | 0.43% | Add +2.9% | 2,427,606 | $224.4M |
| Wells Fargo & Company | 0.04% | Add +9.8% | 2,001,437 | $185.0M |
| Wealthcare Capital Management LLC | 18.04% | Add +5.3% | 1,937,596 | $179.1M |
| Coldstream Capital Management Inc. | 3.74% | Add +34.0% | 1,897,053 | $175.4M |
| Mariner, LLC | 0.29% | Reduce -2.0% | 1,868,578 | $172.8M |
| Alliancebernstein L.P. | 0.06% | Add +3.5% | 1,863,509 | $172.3M |
| Wealth Enhancement Advisory Services, LLC | 0.28% | Add +9.3% | 1,598,953 | $147.8M |
| NorthCoast Asset Management LLC | 0.59% | Add +13.9% | 1,306,444 | $120.8M |
| Harvest Portfolios Group Inc. | 3.97% | Add +34.4% | 1,285,965 | $118.9M |
| Truist Financial Corp. | 0.17% | Reduce -21.2% | 1,197,065 | $110.7M |
| Armstrong Advisory Group, Inc. | 8.44% | Add +79.9% | 1,143,157 | $105.7M |
| Janney Montgomery Scott LLC | 0.28% | Reduce -33.1% | 1,097,763 | $101.5M |
| Stifel Financial Corp. | 0.10% | Reduce -4.3% | 1,041,887 | $96.3M |
| Royal Bank of Canada | 0.02% | Reduce -45.1% | 1,017,055 | $94.0M |
| Victory Capital Management Inc. | 0.09% | Add +3.4% | 948,112 | $87.7M |
| 3EDGE Asset Management, LP | 5.22% | Add +5.1% | 915,455 | $84.6M |
| Cerity Partners LLC | 0.17% | Add +12.2% | 868,597 | $80.3M |
| Ally Invest Advisors Inc. | 6.94% | Add +6.0% | 866,460 | $80.1M |
| Avalon Advisory Group | 33.60% | Add +3.4% | 796,032 | $73.6M |
| WestEnd Advisors, LLC | 1.78% | Reduce -33.4% | 756,395 | $69.9M |
| Sumitomo Mitsui Financial Group, Inc. | 0.93% | Add +5.8% | 753,550 | $69.7M |
| Juniper Hill Capital Management LP | 15.24% | Reduce -32.6% | 744,199 | $68.8M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -5.9% | 741,987 | $68.6M |
| Clarity Financial LLC | 7.73% | Add +4.8% | 699,525 | $64.7M |
| Cetera Investment Advisers | 0.14% | Add +15.2% | 699,020 | $64.6M |
| Bogart Wealth, LLC | 2.90% | Add +5.5% | 662,184 | $61.2M |
| Ausdal Financial Partners, Inc. | 5.12% | Add +3365.9% | 640,710 | $59.2M |
| Focus Partners Wealth | 0.15% | Add +3921.1% | 612,170 | $56.6M |
| Barings LLC | 1.32% | Reduce -3.4% | 595,818 | $55.1M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -8.0% | 578,023 | $53.4M |
| Wealthcare Advisory Partners LLC | 1.46% | Add +9.1% | 567,910 | $52.5M |
| Partners Capital Investment Group, LLP | 1.44% | Reduce -46.2% | 566,767 | $52.4M |
| Rockefeller Capital Management L.P. | 0.13% | Add +44.5% | 551,995 | $50.9M |
| Eastern Bank | 0.89% | Add +1.7% | 518,536 | $47.9M |
| Matauro, LLC | 10.28% | — | 513,550 | $47.5M |
| Raub Brock Capital Management LP | 9.74% | Reduce -0.3% | 495,635 | $45.8M |
| Ironwood Wealth Management, LLC. | 13.86% | Add +1.0% | 483,290 | $44.7M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -1.2% | 481,651 | $44.5M |
| AIA Group Ltd | 1.01% | Reduce -10.8% | 451,055 | $41.7M |
| Citigroup Inc. | 0.04% | Reduce -60.3% | 446,963 | $41.3M |
| Patton Fund Management, Inc. | 8.06% | Add +0.3% | 445,062 | $41.1M |
| MAI Capital Management | 0.30% | New | 436,414 | $40.3M |
| Twele Capital Management, Inc. | 8.53% | Add +5.7% | 435,501 | $40.3M |
| Greenwood Gearhart LLC | 2.70% | Add +35.5% | 423,646 | $39.2M |
| Karpus Management, Inc. | 1.14% | Add +116.3% | 416,176 | $38.5M |
| Pineridge Advisors LLC | 14.15% | Add +12.4% | 405,030 | $37.4M |
| Atlas Private Wealth Advisors | 5.21% | Add +1.7% | 397,633 | $36.8M |
| HighTower Advisors, LLC | 0.05% | Reduce -16.9% | 393,448 | $36.4M |
| Beacon Wealthcare LLC | 14.62% | Reduce -1.3% | 389,776 | $36.0M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Add +6.1% | 385,016 | $35.6M |
| Rafferty Asset Management, LLC | 0.12% | Reduce -1.9% | 372,242 | $34.4M |
| Advisor OS, LLC | 3.98% | Reduce -19.5% | 371,950 | $34.4M |
| 1607 Capital Partners, LLC | 2.75% | Add +47.8% | 370,611 | $34.3M |
| MJP Associates Inc. | 6.07% | Add +0.9% | 365,634 | $33.8M |
| Sompo Asset Management Co., Ltd. | 5.70% | Add +5.7% | 364,744 | $33.7M |
| LifeGuide Financial Advisors, LLC | 14.21% | Add +6.1% | 358,228 | $33.1M |
| Tobias Financial Advisors, Inc. | 6.59% | Add +0.4% | 354,828 | $32.8M |
| National Bank of Canada | 0.04% | Reduce -5.1% | 351,042 | $32.5M |
| Atria Wealth Solutions, Inc. | 0.34% | Reduce -47.5% | 339,675 | $31.4M |
| Blue Edge Capital, LLC | 4.83% | Reduce -1.9% | 332,352 | $30.7M |
| Sachem Hill LLC | 6.34% | Add +1.3% | 328,675 | $30.4M |
| Community Financial Services Group, LLC | 5.98% | Add +10.1% | 326,274 | $30.2M |
| Parkside Advisors LLC | 7.02% | Add +3.9% | 322,175 | $29.8M |
| Creative Planning | 0.03% | Add +534.7% | 318,796 | $29.5M |
| Kestra Advisory Services, LLC | 0.16% | Reduce -10.3% | 308,671 | $28.5M |
| Willis Johnson & Associates, Inc. | 2.14% | Add +96.3% | 300,766 | $27.8M |
| Osaic Holdings, Inc. | 0.06% | Reduce -17.0% | 300,733 | $27.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -79.9% | 297,382 | $27.5M |
| First Financial Bank - Trust Division | 2.53% | Add +2.5% | 293,295 | $27.1M |
| MML Investors Services, LLC | 0.09% | Add +9.1% | 291,014 | $26.9M |
| Arkos Global Advisors | 3.94% | Add +191.6% | 290,479 | $26.9M |
| Wealth Management Resources, Inc. | 9.81% | Reduce -4.4% | 287,505 | $26.6M |
| Kaydan Wealth Management, Inc. | 8.66% | Reduce -1.3% | 281,632 | $26.0M |
| Prudent Investors Network, Inc. | 7.56% | Add +8.0% | 279,608 | $25.8M |
| Focus Financial Network, Inc. | 1.03% | Reduce -1.1% | 279,464 | $25.8M |
| WCG Wealth Advisors LLC | 1.70% | Add +3.0% | 277,466 | $25.7M |
| Assetmark, Inc. | 0.07% | Add +17.8% | 274,448 | $25.4M |
| BNP Paribas Financial Markets | 0.02% | Reduce -38.6% | 269,871 | $24.9M |
| Leo Wealth, LLC | 2.23% | Reduce -18.2% | 269,399 | $24.9M |
| RFG Advisory, LLC | 0.70% | New | 268,711 | $24.8M |
| HSBC Holdings PLC | 0.02% | Reduce -21.9% | 265,112 | $24.5M |
| West Paces Advisors Inc. | 5.84% | Add +7.0% | 258,603 | $23.9M |
| Insight Wealth Strategies, LLC | 3.20% | Add +2.6% | 257,997 | $23.9M |
| O'shaughnessy Asset Management, LLC | 0.20% | Add +2.2% | 254,409 | $23.5M |
| Brown Advisory Inc. | 0.03% | Reduce -7.7% | 251,883 | $23.3M |
| GenWealth Group, Inc. | 5.20% | Reduce -15.3% | 247,207 | $22.9M |
| Act Two Investors LLC | 4.35% | Add +29.9% | 241,785 | $22.4M |
| Mirabaud & Cie SA | 6.99% | Reduce -5.3% | 235,361 | $21.8M |
| Flputnam Investment Management Co. | 0.40% | Reduce -16.8% | 234,159 | $21.6M |
| Ogorek Anthony Joseph /NY/ | 6.88% | Reduce -5.1% | 233,804 | $21.6M |
| Barclays PLC | 0.01% | Add +503.0% | 233,345 | $21.6M |
| AmeriServ Wealth Advisors | 11.56% | — | 231,637 | $21.4M |
| MTC Wealth Management LLC | 10.14% | Reduce -0.9% | 227,706 | $21.1M |
| Trustmark Bank Trust Department | 1.55% | Add +8.8% | 225,997 | $20.9M |
| Virtue Capital Management, LLC | 4.10% | Add +1489.6% | 220,361 | $20.4M |
| TD Waterhouse Canada Inc. | 0.16% | Reduce -24.4% | 215,579 | $19.9M |
| Madison Asset Management, LLC | 0.22% | Reduce -2.7% | 214,991 | $19.9M |
| Madison Investment Advisors, LLC | 0.22% | — | 214,991 | $19.9M |
| Bison Wealth, LLC | 4.32% | Add +115.5% | 212,029 | $19.6M |
| Gunma Bank,Ltd. | 6.41% | Add +40.0% | 210,000 | $19.4M |
| Banco Santander, S.A. | 0.23% | Reduce -19.1% | 208,383 | $19.3M |
| First Foundation Advisors | 0.72% | Add +18.0% | 207,174 | $19.2M |
| Avantax Advisory Services, Inc. | 0.12% | Add +8.5% | 198,984 | $18.4M |
| Kingsview Wealth Management, LLC | 0.36% | Reduce -15.9% | 198,258 | $18.3M |
| Arete Wealth Advisors, LLC | 1.32% | Add +0.5% | 198,084 | $18.3M |
| Financial & Tax Architects, LLC | 4.64% | Add +4.8% | 197,230 | $18.2M |
| Bank of New York Mellon Corp | 0.00% | Add +19.7% | 195,882 | $18.1M |
| Greenleaf Trust | 0.16% | Add +3.2% | 193,461 | $17.9M |
| Private Portfolio Partners LLC | 3.28% | Add +1.7% | 192,984 | $17.8M |
| Cambridge Associates LLC /Ma/ | 0.57% | Reduce -36.3% | 192,708 | $17.8M |
| Pallas Capital Advisors LLC | 0.75% | Reduce -0.1% | 190,277 | $17.6M |
| Townsquare Capital LLC | 0.19% | Add +2.1% | 184,637 | $17.1M |
| Bulltick Wealth Management, LLC | 4.01% | Add +239.9% | 184,238 | $17.0M |
| Portland Global Advisors LLC | 2.15% | Add +5.3% | 183,848 | $17.0M |
| Summit Asset Management, LLC | 2.96% | Add +0.9% | 182,088 | $16.8M |
| Sound Financial Strategies Group, LLC | 14.02% | Reduce -5.4% | 181,834 | $16.8M |
| U.S. Capital Wealth Advisors, LLC | 0.51% | Reduce -0.2% | 178,443 | $16.5M |
| Tiaa Trust, National Association | 0.05% | Reduce -8.8% | 177,427 | $16.4M |
| NewEdge Advisors, LLC | 0.10% | Reduce -37.9% | 176,795 | $16.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +11.0% | 170,379 | $15.8M |
| US Bancorp \de | 0.02% | Add +18.2% | 167,762 | $15.5M |
| Oliver Lagore Vanvalin Investment Group | 3.93% | Add +25.0% | 166,114 | $15.4M |
| Schroder Investment Management Group | 0.01% | No change | 164,091 | $15.2M |
| Joule Financial, LLC | 5.36% | Add +2.8% | 163,978 | $15.2M |
| First Trust Advisors LP | 0.01% | Reduce -3.5% | 162,981 | $15.1M |
| Benningfield Financial Advisors, LLC | 14.59% | — | 161,295 | $14.9M |
| TPG Financial Advisors, LLC | 6.35% | Reduce -46.2% | 157,869 | $14.6M |
| Pinnacle Financial Partners Inc | 0.29% | Reduce -5.8% | 154,496 | $14.3M |
| Retirement Financial Solutions, LLC | 7.63% | Reduce -1.9% | 152,983 | $14.1M |
| Haverford Trust Co | 0.14% | Add +5.3% | 149,069 | $13.8M |
| Strategic Point Investment Advisors, LLC | 2.23% | Reduce -44.5% | 148,265 | $13.7M |
| Susquehanna International Group, LLP | 0.02% | Reduce -87.0% | 146,354 | $13.5M |
| GenTrust, LLC | 0.59% | Add +308.4% | 145,559 | $13.5M |
| Hantz Financial Services, Inc. | 0.23% | Reduce -0.1% | 145,319 | $13.4M |
| PFG Advisors | 0.82% | Add +7.4% | 145,245 | $13.4M |
| Millennium Management | 0.01% | Add +118.1% | 144,906 | $13.4M |
| MY Wealth Management Inc. | 13.30% | Reduce -0.3% | 144,071 | $13.3M |
| ArchPoint Investors | 4.24% | Add +7.3% | 139,500 | $12.9M |
| William Howard & Co Financial Advisors Inc | 11.59% | Reduce -13.9% | 138,502 | $12.8M |
| Middleton & Co. Inc. | 1.40% | Reduce -12.3% | 137,487 | $12.7M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +20.3% | 136,154 | $12.6M |
| Cibc World Market Inc. | 0.03% | Add +1.3% | 133,916 | $12.4M |
| Syon Capital LLC | 1.10% | Reduce -67.0% | 132,360 | $12.2M |
| TD Private Client Wealth LLC | 0.34% | Reduce -6.1% | 132,023 | $12.2M |
| Robertson Stephens Wealth Management, LLC | 0.43% | Reduce -25.3% | 131,460 | $12.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.84% | Add +5.6% | 129,650 | $12.0M |
| SG Americas Securities, LLC | 0.05% | Reduce -69.6% | 129,562 | $12.0M |
| Prospera Financial Services Inc | 0.28% | Add +22.7% | 128,353 | $11.9M |
| Ritholtz Wealth Management | 0.35% | Add +1.6% | 127,439 | $11.8M |
| DSG Capital Advisors, LLC | 2.07% | — | 123,614 | $11.4M |
| Paragon Capital Management Inc. | 8.82% | Add +40.3% | 122,014 | $11.3M |
| IPG Investment Advisors LLC | 2.50% | Add +97.4% | 118,825 | $11.0M |
| Wellspring Financial Advisors, LLC | 1.15% | Add +4.6% | 118,633 | $11.0M |
| Spire Wealth Management | 0.33% | Reduce -0.4% | 115,308 | $10.7M |
| Waverly Advisors, LLC | 0.16% | Add +596.6% | 114,007 | $10.5M |
| Tudor Investment Corporation | 0.11% | Add +377.0% | 112,776 | $10.4M |
| Cwm, LLC | 0.04% | Reduce -17.0% | 112,284 | $10.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.11% | New | 110,276 | $10.3M |
| D.A. Davidson & Co. | 0.08% | Add +2856.0% | 109,639 | $10.1M |
| Pinnacle Associates Ltd. | 0.14% | Add +22.8% | 109,370 | $10.1M |
| Private Advisor Group, LLC | 0.06% | Reduce -29.0% | 108,897 | $10.1M |
| Northern Trust Corp. | 0.00% | Add +947.5% | 107,540 | $9.9M |
| Dynamic Wealth Strategies, LLC | 8.81% | Add +26.8% | 107,117 | $9.9M |
| Net Worth Advisory Group | 2.97% | Reduce -1.0% | 105,680 | $9.8M |
| Rezny Wealth Management, Inc. | 2.39% | Add +111.3% | 105,190 | $9.7M |
| Dimension Capital Management LLC | 1.58% | Reduce -1.8% | 104,611 | $9.7M |
| Hudock, Inc. | 1.66% | Reduce -2.4% | 103,037 | $9.5M |
| Optiver Holding B.V. | 0.31% | New | 102,901 | $9.5M |
| Heck Capital Advisors, LLC | 1.09% | Add +35.0% | 102,729 | $9.5M |
| Aveo Capital Partners, LLC | 1.04% | Reduce -71.8% | 102,717 | $9.5M |
| Deane Retirement Strategies, Inc. | 4.72% | New | 101,602 | $9.4M |
| Atria Investments, Inc | 0.12% | Add +35.0% | 101,102 | $9.3M |
| Summit Wealth Partners, LLC | 1.90% | Reduce -3.4% | 99,943 | $9.2M |
| Integrated Wealth Concepts LLC | 0.11% | Add +2.3% | 99,894 | $9.2M |
| Lincoln Capital Corp. | 3.78% | Add +428.9% | 99,324 | $9.2M |
| Janney Capital Management LLC | 0.60% | Reduce -5.9% | 97,690 | $9.0M |
| Money Concepts Capital Corp. | 0.65% | Reduce -47.6% | 94,172 | $8.7M |
| Nvwm, LLC | 2.19% | Reduce -12.5% | 93,913 | $8.7M |
| Scotia Capital Inc. | 0.05% | Add +32.4% | 93,238 | $8.6M |
| SkyOak Wealth, LLC | 1.81% | Add +8.2% | 91,273 | $8.4M |
| Keel Point, LLC | 0.68% | Add +4.4% | 91,183 | $8.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -4.9% | 181,145 | $8.4M |
| Sicart Associates LLC | 2.98% | Add +272.6% | 90,234 | $8.3M |
| Advisors Preferred, LLC | 1.33% | Reduce -30.7% | 89,684 | $8.3M |
| Greenwood Capital Associates LLC | 1.04% | Add +50.6% | 86,600 | $8.0M |
| Summit Financial, LLC | 0.28% | Reduce -9.0% | 86,469 | $8.0M |
| U S Wealth Group, Llc. | 6.04% | — | 86,416 | $8.0M |
| Buck Wealth Strategies, LLC | 1.64% | Add +363.3% | 85,572 | $7.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +241.2% | 83,214 | $7.7M |
| Chicago Partners Investment Group LLC | 0.26% | Add +1.8% | 83,470 | $7.7M |
| Premier Path Wealth Partners, LLC | 1.14% | Add +4.5% | 81,083 | $7.5M |
| Beirne Wealth Consulting Services, LLC | 2.68% | Add +0.4% | 80,295 | $7.4M |
| Liquid Strategies, LLC | 1.48% | New | 77,817 | $7.2M |
| Kensington Asset Management, LLC | 0.42% | Reduce -21.3% | 77,817 | $7.2M |
| Retirement Systems of Alabama | 0.03% | Add +0.1% | 77,645 | $7.2M |
| Custos Family Office, LLC | 2.47% | Add +5.6% | 76,375 | $7.1M |
| Fifth Third Bancorp | 0.03% | Add +30.1% | 74,773 | $6.9M |
| RPg Family Wealth Advisory, LLC | 2.44% | Reduce -6.6% | 74,576 | $6.9M |
| Prime Capital Investment Advisors, LLC | 0.10% | Reduce -5.2% | 73,814 | $6.8M |
| Alpha Advisors, LLC | 7.00% | — | 73,526 | $6.8M |
| Comerica Bank | 0.03% | Reduce -18.6% | 73,517 | $6.8M |
| TAP Consulting, LLC | 1.38% | Add +6.0% | 73,107 | $6.8M |
| Compass Financial Group, Inc. | 3.20% | Reduce -3.2% | 72,423 | $6.7M |
| Little House Capital LLC | 1.91% | Reduce -22.0% | 72,264 | $6.7M |
| Transamerica Financial Advisors, LLC | 0.66% | Reduce -8.4% | 71,746 | $6.6M |
| Meridian Management Co. | 1.74% | Add +8.5% | 71,430 | $6.6M |
| IFG Advisory, LLC | 0.37% | Add +3.2% | 71,407 | $6.6M |
| IHT Wealth Management, LLC | 0.20% | Add +3.3% | 68,686 | $6.4M |
| Bessemer Group Inc. | 0.01% | Add +41.8% | 68,269 | $6.3M |
| Litman Gregory Wealth Management LLC | 0.55% | Add +6.4% | 68,071 | $6.3M |
| Cadence Wealth Management LLC | 4.16% | New | 68,002 | $6.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.58% | Add +1.0% | 67,460 | $6.2M |
| Modern Wealth Management, LLC | 0.23% | Add +34.2% | 67,171 | $6.2M |
| Quadrature Capital Ltd | 0.12% | New | 67,072 | $6.2M |
| One Day In July LLC | 0.65% | Reduce -5.6% | 66,627 | $6.2M |
| Tennessee Valley Asset Management Partners | 1.02% | Reduce -5.1% | 65,794 | $6.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +5.2% | 65,756 | $6.1M |
| Simplex Trading, LLC | 0.17% | Reduce -63.3% | 65,726 | $6.1M |
| Anfield Capital Management, LLC | 2.19% | Add +3.2% | 65,222 | $6.0M |
| Corient Private Wealth LP | 0.01% | Reduce -21.4% | 71,004 | $6.0M |
| Anchor Capital Advisors LLC | 0.17% | Reduce -17.5% | 64,679 | $6.0M |
| Perigon Wealth Management, LLC | 0.15% | Reduce -29.4% | 64,722 | $6.0M |
| Integrated Advisors Network LLC | 0.28% | Reduce -34.6% | 62,768 | $5.8M |
| Rothschild Wealth LLC | 1.67% | Add +230.6% | 61,899 | $5.7M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -3.0% | 60,861 | $5.7M |
| AMG National Trust Bank | 0.16% | Add +47.0% | 61,011 | $5.6M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +3.4% | 60,792 | $5.6M |
| Riggs Asset Managment Co. Inc. | 1.49% | Reduce -5.8% | 60,328 | $5.6M |
| Prudential PLC | 0.03% | Reduce -27.1% | 59,459 | $5.5M |
| Global Retirement Partners, LLC | 0.16% | Add +3.2% | 58,895 | $5.4M |
| James Investment Research, Inc. | 0.64% | Reduce -0.6% | 58,109 | $5.4M |
| Park Avenue Securities LLC | 0.06% | Add +15.5% | 57,962 | $5.4M |
| Country Club Bank | 0.36% | Add +18.0% | 57,770 | $5.4M |
| Pathstone Holdings, LLC | 0.02% | Add +13.2% | 57,596 | $5.3M |
| Flow Traders U.S. LLC | 0.21% | New | 56,288 | $5.2M |
| Brookstone Capital Management | 0.08% | Reduce -16.4% | 55,972 | $5.2M |
| Leavell Investment Management, Inc. | 0.25% | Add +66.6% | 55,657 | $5.1M |
| Jessup Wealth Management, Inc | 2.19% | New | 55,635 | $5.1M |
| Compound Planning, Inc. | 0.26% | Add +0.3% | 55,128 | $5.1M |
| Lake Hills Wealth Management, LLC | 3.44% | Reduce -21.0% | 54,388 | $5.0M |
| Allianz Asset Management GmbH | 0.01% | Reduce -72.5% | 54,346 | $5.0M |
| Principal Securities, Inc. | 0.11% | Add +23.4% | 54,069 | $5.0M |
| High Note Wealth, LLC | 1.30% | Add +1110.3% | 54,062 | $5.0M |
| Syntax Research, Inc. | 3.55% | Add +12.7% | 53,563 | $5.0M |
| SPC Financial, Inc. | 0.43% | Add +4.0% | 53,552 | $5.0M |
| Almanack Investment Partners, LLC. | 0.76% | Reduce -4.2% | 53,340 | $4.9M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -2.1% | 53,003 | $4.9M |
| Transce3nd, LLC | 1.66% | — | 52,888 | $4.9M |
| 1832 Asset Management L.P. | 0.01% | Add +6.4% | 52,567 | $4.9M |
| Ethos Financial Group, LLC | 0.64% | New | 52,451 | $4.8M |
| DAVENPORT & Co LLC | 0.03% | Reduce -16.3% | 52,342 | $4.8M |
| Forza Wealth Management, LLC | 2.19% | No change | 52,073 | $4.8M |
| Level Four Advisory Services, LLC | 0.20% | Reduce -19.7% | 51,815 | $4.8M |
| Evergreen Capital Management LLC | 0.15% | Add +2.8% | 51,504 | $4.8M |
| White Pine Investment CO | 1.28% | Add +13.4% | 51,402 | $4.8M |
| Values First Advisors, Inc. | 2.60% | Add +53.6% | 51,029 | $4.7M |
| Advisory Services Network, LLC | 0.09% | Add +25.3% | 49,629 | $4.6M |
| AssuredPartners Investment Advisors, LLC | 0.89% | — | 49,601 | $4.6M |
| Lifeworks Advisors, LLC | 0.82% | Add +50.7% | 49,408 | $4.6M |
| Two Sigma Securities, LLC | 0.83% | Add +1555.5% | 49,384 | $4.6M |
| IFP Advisors, Inc | 0.15% | Add +5.3% | 49,324 | $4.6M |
| Cresset Asset Management, LLC | 0.02% | Reduce -34.7% | 48,231 | $4.5M |
| Betterment LLC | 0.01% | Add +7.6% | 47,830 | $4.4M |
| Wolverine Trading, LLC | 0.10% | New | 46,973 | $4.4M |
| Aspire Capital Advisors LLC | 1.24% | Add +10.7% | 47,030 | $4.3M |
| AE Wealth Management LLC | 0.04% | Add +57.4% | 46,107 | $4.3M |
| Berkshire Asset Management LLC | 0.20% | Add +14.2% | 45,819 | $4.2M |
| Jones Financial Companies LLLP | 0.00% | Add +68.5% | 45,691 | $4.2M |
| Alliance Wealth Advisors, LLC | 1.09% | Add +10.4% | 45,501 | $4.2M |
| Lido Advisors, LLC | 0.03% | Add +0.0% | 45,491 | $4.2M |
| Leuthold Group, LLC | 0.50% | Reduce -5.1% | 45,078 | $4.2M |
| Systelligence, LLC | 1.03% | Reduce -60.8% | 45,013 | $4.2M |
| Ssi Investment Management LLC | 1.49% | Reduce -38.2% | 44,961 | $4.2M |
| Fca Corp. | 1.30% | Add +50.5% | 44,875 | $4.1M |
| Smith Salley Wealth Management | 0.26% | Add +1.5% | 44,542 | $4.1M |
| Synovus Financial Corp. | 0.05% | Add +7.0% | 44,362 | $4.1M |
| Sage Advisory Services, Ltd.Co. | 2.40% | Add +14.7% | 43,764 | $4.0M |
| Israel Discount Bank of New York | 2.93% | Reduce -9.3% | 43,624 | $4.0M |
| Meridian Wealth Management, LLC | 0.19% | Add +1.1% | 43,420 | $4.0M |
| Nuveen Asset Management, LLC | 0.00% | New | 43,256 | $4.0M |
| Exchange Traded Concepts, LLC | 0.08% | Reduce -10.1% | 43,225 | $4.0M |
| Mgo One Seven LLC | 0.15% | Reduce -6.4% | 42,777 | $4.0M |
| Forte Asset Management LLC | 2.08% | Add +5.9% | 42,432 | $3.9M |
| Semmax Financial Advisors Inc. | 1.05% | Reduce -47.4% | 42,174 | $3.9M |
| Circle Wealth Management, LLC | 0.08% | Reduce -13.5% | 42,285 | $3.9M |
| Geneos Wealth Management Inc. | 0.14% | Reduce -0.1% | 42,064 | $3.9M |
| Global View Capital Management LLC | 1.35% | — | 41,734 | $3.9M |
| FreeGulliver LLC | 2.01% | Add +9.7% | 41,699 | $3.9M |
| Stordahl Capital Management, Inc. | 0.91% | Reduce -0.8% | 41,532 | $3.8M |
| Apollon Wealth Management, LLC | 0.09% | Add +67.8% | 40,851 | $3.8M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -12.1% | 40,687 | $3.8M |
| Integras Partners LLC | 3.32% | — | 40,288 | $3.7M |
| Concourse Financial Group Securities, Inc. | 0.21% | Add +39.0% | 40,077 | $3.7M |
| Christensen, King & Associates Investment Services, Inc. | 1.73% | Reduce -8.5% | 40,007 | $3.7M |
| WealthTrak Capital Management LLC | 3.07% | — | 39,328 | $3.6M |
| Ashford Capital Management Inc. | 0.43% | Reduce -51.8% | 38,976 | $3.6M |
| Oppenheimer & Co. Inc. | 0.05% | Add +12.4% | 38,886 | $3.6M |
| J. Safra Sarasin Holding AG | 0.06% | Add +42.5% | 38,247 | $3.5M |
| Keybank National Association | 0.01% | Reduce -24.8% | 38,192 | $3.5M |
| Commerce Bank | 0.02% | Reduce -12.8% | 38,064 | $3.5M |
| Foundations Investment Advisors, LLC | 0.07% | Add +16.0% | 37,823 | $3.5M |
| ORG Partners LLC | 0.48% | Add +127.9% | 37,633 | $3.5M |
| Stephens Inc. | 0.05% | Reduce -11.2% | 37,348 | $3.5M |
| Ballew Advisors, Inc | 2.20% | Add +38.0% | 37,776 | $3.4M |
| Palogic Value Management, L.P. | 1.40% | New | 37,000 | $3.4M |
| Carr Financial Group Corp | 1.07% | Reduce -0.3% | 36,921 | $3.4M |
| Wealthcare Capital Partners, LLC | 1.78% | — | 36,895 | $3.4M |
| Beam Wealth Advisors, Inc. | 1.07% | Add +3.7% | 36,617 | $3.4M |
| Portside Wealth Group, LLC | 0.56% | Add +10.9% | 36,531 | $3.4M |
| DDD Partners, LLC | 0.41% | Add +15.9% | 36,288 | $3.4M |
| Signet Financial Management, LLC | 0.43% | Add +11.7% | 36,234 | $3.3M |
| Innova Wealth Partners | 2.10% | New | 36,020 | $3.3M |
| TrinityPoint Wealth, LLC | 0.47% | Reduce -23.9% | 35,805 | $3.3M |
| Ascentis Wealth Management, LLC | 1.16% | Add +1162.6% | 35,669 | $3.3M |
| JT Stratford LLC | 0.54% | Add +127.0% | 35,512 | $3.3M |
| Capital Analysts, LLC | 0.13% | Add +1.2% | 35,354 | $3.3M |
| Boltwood Capital Management | 0.99% | Reduce -6.7% | 35,144 | $3.2M |
| Columbus Macro, LLC | 0.45% | Add +89.8% | 34,991 | $3.2M |
| Tru Independence Asset Management 2, LLC | 2.65% | Add +1.3% | 34,437 | $3.2M |
| First National Bank of Omaha | 0.21% | No change | 34,123 | $3.2M |
| Greatmark Investment Partners, Inc. | 0.43% | Add +1.9% | 34,101 | $3.2M |
| SevenBridge Financial Group, LLC | 0.59% | Add +2.7% | 33,786 | $3.1M |
| M Holdings Securities, Inc. | 0.50% | New | 33,809 | $3.1M |
| World Investment Advisors | 0.09% | Reduce -1.3% | 33,675 | $3.1M |
| Vision Capital Management, Inc. | 0.46% | Add +11.9% | 33,630 | $3.1M |
| Titleist Asset Management, LLC | 0.36% | Add +532.1% | 33,355 | $3.1M |
| Arvest Investments, Inc. | 0.49% | Reduce -1.2% | 33,307 | $3.1M |
| Koshinski Asset Management, Inc. | 0.26% | Add +388.3% | 32,968 | $3.0M |
| Bond & Devick Financial Network, Inc. | 1.29% | No change | 30,747 | $3.0M |
| Belpointe Asset Management LLC | 0.18% | Reduce -9.2% | 30,730 | $3.0M |
| Dorsey Wright & Associates | 0.70% | Add +0.9% | 31,914 | $3.0M |
| 1620 Investment Advisors, Inc. | 2.26% | Reduce -11.3% | 31,494 | $2.9M |
| Miller Financial Services LLC | 2.45% | — | 31,381 | $2.9M |
| Jump Financial, LLC | 0.06% | Reduce -14.6% | 31,361 | $2.9M |
| Krilogy Financial LLC | 0.19% | Reduce -8.9% | 31,353 | $2.9M |
| Silver Oak Securities, Incorporated | 0.27% | Add +56.8% | 31,287 | $2.9M |
| Family Firm, Inc. | 0.64% | Add +8.7% | 30,897 | $2.9M |
| Stableford Capital II LLC | 1.11% | Reduce -29.3% | 30,497 | $2.8M |
| New Century Financial Group, LLC | 1.20% | Add +17.1% | 30,491 | $2.8M |
| BCM Advisors, LLC | 0.63% | New | 30,034 | $2.8M |
| Capula Management Ltd | 0.02% | New | 30,000 | $2.8M |
| LFA - Lugano Financial Advisors SA | 1.79% | Reduce -6.1% | 29,598 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +36.7% | 29,343 | $2.7M |
| Bryn Mawr Trust Advisors, LLC | 0.15% | Add +3.0% | 29,217 | $2.7M |
| LWM Advisors Inc. | 2.67% | — | 28,757 | $2.7M |
| RiverFront Investment Group, LLC | 0.06% | Reduce -1.3% | 28,506 | $2.6M |
| Wealth Alliance, LLC | 0.31% | Reduce -27.5% | 28,324 | $2.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.97% | Add +20.8% | 27,728 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -8.9% | 27,684 | $2.6M |
| Rockingstone Advisors LLC | 1.13% | Add +46.2% | 27,680 | $2.6M |
| Canal Capital Management, LLC | 0.41% | Add +4.0% | 27,598 | $2.6M |
| Sigma Planning Corp | 0.08% | Reduce -14.6% | 27,207 | $2.5M |
| Cypress Capital, LLC | 0.71% | Reduce -4.2% | 26,807 | $2.5M |
| Stablepoint Partners, LLC | 0.45% | Add +14.0% | 26,434 | $2.4M |
| Group One Trading LLC | 0.08% | New | 26,143 | $2.4M |
| Certus Wealth Management, LLC | 1.60% | Reduce -0.2% | 25,682 | $2.4M |
| Silverleafe Capital Partners, LLC | 0.76% | Reduce -54.3% | 25,826 | $2.4M |
| Acropolis Investment Management, LLC | 0.14% | New | 25,823 | $2.4M |
| Waterloo Capital, L.P. | 0.25% | Add +312.4% | 25,817 | $2.4M |
| MFA Wealth Services | 1.91% | — | 25,755 | $2.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Add +44.9% | 25,732 | $2.4M |
| Warner Financial, Inc. | 1.00% | Add +32.1% | 25,080 | $2.3M |
| Sagespring Wealth Partners, LLC | 0.06% | — | 25,072 | $2.3M |
| Snowden Capital Advisors LLC | 0.07% | Add +14.9% | 25,059 | $2.3M |
| First Citizens Bank & Trust Co. | 0.04% | Add +54.4% | 24,752 | $2.3M |
| Amundi | 0.00% | Reduce -85.6% | 24,500 | $2.3M |
| Ascentis Independent Advisors | 0.43% | Add +35.3% | 24,137 | $2.2M |
| Robinson Value Management, Ltd. | 1.46% | Add +1.0% | 23,919 | $2.2M |
| Asset Management Group, Inc. | 0.39% | Reduce -28.6% | 23,728 | $2.2M |
| Sovran Advisors, LLC | 0.31% | — | 23,969 | $2.2M |
| Aptus Capital Advisors, LLC | 0.03% | Add +902.7% | 23,412 | $2.2M |
| Mount Lucas Management LP | 0.75% | Reduce -15.3% | 23,211 | $2.1M |
| Acute Investment Advisory, LLC | 2.35% | Reduce -40.3% | 23,178 | $2.1M |
| Burns Matteson Capital Management, LLC | 1.19% | Add +1.1% | 22,962 | $2.1M |
| Certior Financial Group, LLC | 1.88% | — | 22,927 | $2.1M |
| SeaBridge Investment Advisors LLC | 0.44% | New | 22,748 | $2.1M |
| Black Maple Capital Management LP | 1.58% | New | 22,500 | $2.1M |
| ETF Store, Inc. | 2.55% | Add +2.9% | 22,241 | $2.1M |
| Transcend Capital Advisors, LLC | 0.15% | Reduce -36.2% | 22,231 | $2.1M |
| Independent Advisor Alliance | 0.03% | New | 22,185 | $2.1M |
| Corebridge Financial, Inc. | 0.01% | No change | 22,100 | $2.0M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -25.0% | 22,064 | $2.0M |
| Worth Asset Management, LLC | 1.08% | Reduce -81.7% | 21,942 | $2.0M |
| RPG Investment Advisory, LLC | 0.27% | Reduce -13.3% | 21,510 | $2.0M |
| Central Pacific Bank - Trust Division | 0.27% | Reduce -43.3% | 21,451 | $2.0M |
| Lighthouse Investment Partners, LLC | 0.08% | Add +69.2% | 21,251 | $2.0M |
| Formidable Asset Management, LLC | 0.32% | Add +35.5% | 21,090 | $1.9M |
| VestGen Investment Management | 0.53% | Add +45.0% | 20,974 | $1.9M |
| First American Trust, FSB | 0.19% | Reduce -30.5% | 20,595 | $1.9M |
| Axxcess Wealth Management, LLC | 0.05% | Add +5.1% | 20,484 | $1.9M |
| Paragon Private Wealth Management, LLC | 0.87% | Add +0.9% | 20,483 | $1.9M |
| Guidance Capital, Inc. | 0.58% | Reduce -51.0% | 20,430 | $1.9M |
| First Hawaiian Bank | 0.06% | Reduce -31.5% | 20,121 | $1.9M |
| Lewis Asset Management, LLC | 1.41% | Reduce -3.0% | 20,009 | $1.8M |
| Focused Wealth Management, Inc | 0.25% | Add +45.7% | 19,941 | $1.8M |
| Winthrop Capital Management, LLC | 0.49% | New | 19,749 | $1.8M |
| SimpliFi, Inc. | 0.84% | Reduce -0.5% | 19,771 | $1.8M |
| Wallace Advisory Group, LLC | 1.25% | Reduce -7.3% | 18,487 | $1.8M |
| Veridan Wealth LLC | 0.85% | — | 19,465 | $1.8M |
| Spreng Capital Management, Inc. | 0.80% | Reduce -6.7% | 19,393 | $1.8M |
| Financial Counselors Inc. | 0.03% | Add +23.0% | 19,200 | $1.8M |
| Forefront Analytics, LLC | 0.82% | Add +34.9% | 19,088 | $1.8M |
| First Heartland Consultants, Inc. | 0.18% | Reduce -4.3% | 18,860 | $1.7M |
| waypoint wealth counsel | 1.13% | Add +14.9% | 18,700 | $1.7M |
| WealthTrust Asset Management, LLC | 1.24% | Reduce -63.9% | 18,681 | $1.7M |
| Biltmore Wealth Management, LLC | 0.72% | Reduce -0.2% | 18,646 | $1.7M |
| HCR Wealth Advisors | 0.21% | Reduce -13.9% | 18,520 | $1.7M |
| Regatta Capital Group, LLC | 0.33% | New | 18,470 | $1.7M |
| Ibex Wealth Advisors | 0.20% | New | 18,378 | $1.7M |
| Advance Capital Management, Inc. | 0.08% | Reduce -30.3% | 18,075 | $1.7M |
| Q Fund Management (Hong Kong) Ltd | 1.74% | — | 18,000 | $1.7M |
| Picton Mahoney Asset Management | 0.06% | No change | 17,370 | $1.6M |
| Vident Advisory, LLC | 0.03% | Add +625.0% | 17,082 | $1.6M |
| ABLE Financial Group, LLC | 0.47% | Reduce -80.5% | 17,076 | $1.6M |
| Sowell Financial Services LLC | 0.08% | Reduce -36.9% | 17,000 | $1.6M |
| AGH Wealth Advisors, LLC | 1.44% | — | 16,794 | $1.6M |
| Independent Family Office, LLC | 0.80% | Reduce -35.6% | 16,615 | $1.5M |
| Cypress Financial Planning LLC | 0.56% | New | 16,576 | $1.5M |
| ShoreHaven Wealth Partners, LLC | 0.72% | Add +38.9% | 16,568 | $1.5M |
| Ameritas Advisory Services, LLC | 0.05% | Add +9.4% | 16,506 | $1.5M |
| Andina Capital Management, LLC | 1.24% | New | 16,460 | $1.5M |
| Smartleaf Asset Management LLC | 0.15% | Add +11.3% | 16,387 | $1.5M |
| Presidio Capital Management, LLC | 0.81% | Add +9.1% | 16,324 | $1.5M |
| Centaurus Financial, Inc. | 0.09% | Reduce -0.8% | 16,262 | $1.5M |
| Atlas Brown,Inc. | 0.51% | Reduce -2.2% | 16,118 | $1.5M |
| Capital Asset Advisory Services LLC | 0.07% | Reduce -7.3% | 16,095 | $1.5M |
| Fulton Breakefield Broenniman LLC | 0.11% | Reduce -58.3% | 16,047 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +3.5% | 16,010 | $1.5M |
| &partners | 0.02% | Add +61.1% | 15,935 | $1.5M |
| Blair William & Co. | 0.00% | Add +26.5% | 15,714 | $1.5M |
| United Asset Strategies, Inc. | 0.13% | Reduce -1.1% | 15,552 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -28.3% | 15,361 | $1.4M |
| Midwest Professional Planners, LTD. | 0.42% | Reduce -0.2% | 15,229 | $1.4M |
| First Community Trust NA | 1.00% | No change | 15,185 | $1.4M |
| Freedom Investment Management, Inc. | 0.12% | Reduce -3.1% | 15,015 | $1.4M |
| Fiducient Advisors LLC | 0.17% | Add +11.4% | 14,850 | $1.4M |
| 49 Wealth Management, LLC | 0.20% | Reduce -26.5% | 14,843 | $1.4M |
| Spectrum Strategic Capital Management, LLC | 0.86% | New | 14,783 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -12.1% | 14,735 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Reduce -1.6% | 14,706 | $1.4M |
| Faithward Advisors, LLC | 0.23% | Add +2.8% | 14,621 | $1.4M |
| International Assets Investment Management, LLC | 0.11% | New | 14,579 | $1.3M |
| Legacy PCG, LLC | 0.95% | Add +484.1% | 14,496 | $1.3M |
| Hilltop Holdings Inc. | 0.08% | Reduce -81.0% | 14,443 | $1.3M |
| Purus Wealth Management, LLC | 0.53% | New | 14,373 | $1.3M |
| CreativeOne Wealth, LLC | 0.04% | Add +41.0% | 14,368 | $1.3M |
| LexAurum Advisors, LLC | 0.26% | Reduce -4.3% | 14,320 | $1.3M |
| Natixis | 0.01% | Add +40.8% | 14,187 | $1.3M |
| Franklin Resources Inc. | 0.00% | Add +321.6% | 14,032 | $1.3M |
| Leigh Baldwin & Co., LLC | 1.06% | — | 13,597 | $1.3M |
| Continuum Advisory, LLC | 0.16% | Add +1.0% | 13,580 | $1.3M |
| Discovery Capital Management, LLC / CT | 0.09% | Add +10.9% | 13,518 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.12% | Reduce -0.9% | 13,262 | $1.2M |
| Sound View Wealth Advisors Group, LLC | 0.10% | No change | 13,253 | $1.2M |
| FFT Wealth Management LLC | 0.09% | Add +67.8% | 13,207 | $1.2M |
| Kiley Juergens Wealth Management, LLC | 0.30% | New | 13,160 | $1.2M |
| Rathbones Group PLC | 0.01% | Add +0.0% | 13,144 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Add +30.8% | 13,091 | $1.2M |
| Werba Rubin Papier Wealth Management | 0.28% | No change | 13,031 | $1.2M |
| Hanover Advisors Inc. | 0.51% | Add +1.9% | 13,018 | $1.2M |
| Biondo Investment Advisors, LLC | 0.17% | Add +2.9% | 13,015 | $1.2M |
| Cordgrass Capital Advisors, LLC | 0.35% | Reduce -5.0% | 12,935 | $1.2M |
| FLP Wealth Management, LLC | 3.04% | — | 12,879 | $1.2M |
| Cosner Financial Group, LLC | 0.75% | Add +1.8% | 12,864 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -91.9% | 12,856 | $1.2M |
| J. W. Coons Advisors, LLC | 0.30% | Reduce -3.0% | 12,844 | $1.2M |
| One Degree Advisors Inc | 0.48% | Reduce -73.5% | 12,708 | $1.2M |
| Bailard, Inc. | 0.03% | Reduce -72.6% | 12,482 | $1.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -26.9% | 12,423 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +12.6% | 12,421 | $1.1M |
| Simplicity Wealth,LLC | 0.24% | Reduce -54.0% | 12,357 | $1.1M |
| WBH Advisory Inc. | 0.11% | Add +34.0% | 12,346 | $1.1M |
| Kornitzer Capital Management Inc. | 0.02% | No change | 12,114 | $1.1M |
| Cadence Bank | 0.08% | Add +26.1% | 12,104 | $1.1M |
| SignalPoint Asset Management, LLC | 0.27% | Reduce -23.1% | 11,962 | $1.1M |
| BayBridge Capital Group, LLC | 0.79% | Reduce -3.3% | 11,763 | $1.1M |
| WealthCare Investment Partners, LLC | 0.47% | Reduce -19.3% | 11,756 | $1.1M |
| Evelyn Partners Asset Management Ltd | 0.29% | — | 11,687 | $1.1M |
| Checchi Capital Advisers, LLC | 0.08% | Add +6.8% | 11,564 | $1.1M |
| Dakota Wealth Management | 0.02% | Reduce -2.6% | 11,464 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.09% | Add +88.2% | 11,403 | $1.1M |
| Arkadios Wealth Advisors | 0.06% | Add +26.4% | 11,433 | $1.1M |
| W1M Asset Management Ltd | 0.09% | Reduce -59.0% | 11,404 | $1.1M |
| Coppell Advisory Solutions LLC | 0.15% | Add +16.4% | 11,355 | $1.1M |
| Valtrion Capital Management, LLC | 2.22% | — | 11,280 | $1.0M |
| Ascent Group, LLC | 0.08% | Add +15.8% | 11,100 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +133.1% | 11,074 | $1.0M |
| Squarepoint Ops LLC | 0.00% | New | 10,978 | $1.0M |
| Arrien Investments, Inc. | 0.72% | Add +44.9% | 10,838 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -11.7% | 10,899 | $1.0M |
| Savior LLC | 5.74% | Add +0.5% | 10,827 | $1.0M |
| Verition Fund Management LLC | 0.01% | New | 10,750 | $994K |
| Evoke Wealth, LLC | 0.03% | Reduce -0.9% | 10,747 | $994K |
| Eagle Global Advisors LLC | 0.04% | Reduce -10.0% | 10,715 | $991K |
| Roundview Capital LLC | 0.07% | Add +0.1% | 10,686 | $988K |
| King Wealth Management Group | 0.14% | Add +4.3% | 10,651 | $985K |
| Nottingham Advisors, Inc. | 0.12% | Reduce -1.6% | 10,616 | $981K |
| Prism Advisors, Inc. | 0.29% | Add +14.3% | 10,532 | $974K |
| HUB Investment Partners, LLC | 0.04% | New | 10,396 | $961K |
| Mutual Advisors, LLC | 0.03% | Reduce -71.8% | 10,311 | $953K |
| Camarda Financial Advisors, LLC | 0.36% | Reduce -45.0% | 10,299 | $952K |
| Summit Global Investments | 0.06% | Add +5.6% | 10,297 | $952K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | New | 10,250 | $948K |
| Dogwood Wealth Management LLC | 0.50% | Add +30.1% | 10,230 | $946K |
| Fortune Financial Advisors, LLC | 0.86% | Add +0.1% | 10,221 | $945K |
| GeoWealth Management, LLC | 0.03% | Reduce -82.3% | 10,206 | $944K |
| TCP Asset Management, LLC | 0.21% | Reduce -1.5% | 10,181 | $941K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -72.2% | 10,144 | $938K |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -16.5% | 10,020 | $926K |
| Verus Capital Partners, LLC | 0.09% | Reduce -8.4% | 10,272 | $920K |
| Lavaca Capital LLC | 0.40% | Add +1.3% | 9,848 | $910K |
| Legacy Private Trust Co. | 0.06% | Reduce -39.4% | 9,691 | $896K |
| Flagstar Securities, Inc. | 0.22% | Add +4.1% | 9,688 | $896K |
| Family Manage LLC | 0.14% | Reduce -38.4% | 9,653 | $892K |
| Phil A. Younker & Associates, Ltd. | 0.87% | — | 9,455 | $874K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -4.8% | 9,440 | $873K |
| Trek Financial, LLC | 0.06% | Reduce -2.3% | 9,255 | $856K |
| Cary Street Partners Financial LLC | 0.03% | — | 9,109 | $842K |
| SkyView Investment Advisors, LLC | 0.13% | New | 9,000 | $832K |
| Tanglewood Wealth Management, Inc. | 0.10% | New | 8,953 | $828K |
| Opal Wealth Advisors, LLC | 0.25% | Reduce -40.5% | 8,892 | $822K |
| Lake Street Advisors Group, LLC | 0.04% | Reduce -0.3% | 8,872 | $820K |
| Horan Securities, Inc. | 0.31% | Reduce -0.1% | 8,844 | $818K |
| Wealthspan Partners, LLC | 0.39% | Add +83.9% | 8,799 | $813K |
| Clearstead Advisors, LLC | 0.01% | Add +4.2% | 8,779 | $812K |
| Strategic Wealth Investment Group, LLC | 0.04% | New | 9,393 | $809K |
| Bowman & Co S.C. | 0.42% | Reduce -4.2% | 8,744 | $808K |
| Narus Financial Partners, LLC | 0.27% | Reduce -34.7% | 8,638 | $799K |
| Canopy Partners, LLC | 0.30% | Reduce -35.5% | 8,595 | $795K |
| Vicus Capital | 0.07% | Add +5.0% | 8,535 | $789K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -94.3% | 8,473 | $783K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -94.3% | 8,473 | $783K |
| International Private Wealth Advisors LLC | 0.77% | New | 8,404 | $777K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -15.0% | 8,324 | $770K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -19.4% | 8,322 | $769K |
| Rollins Financial Advisors, LLC | 0.12% | Add +17.8% | 8,267 | $764K |
| Dynasty Wealth Management, LLC | 0.01% | New | 8,157 | $754K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -27.0% | 8,076 | $747K |
| DMC Group, LLC | 0.61% | Add +126.7% | 8,055 | $745K |
| SBI Securities Co., Ltd. | 0.02% | — | 8,041 | $743K |
| TriaGen Wealth Management LLC | 0.25% | Add +1.1% | 7,911 | $731K |
| Norden Group LLC | 0.08% | Reduce -13.8% | 7,896 | $730K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +110.6% | 7,817 | $723K |
| FDx Advisors, Inc. | 0.21% | Add +1.2% | 7,804 | $721K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | No change | 7,754 | $717K |
| Amarillo National Bank | 0.13% | Reduce -2.6% | 7,735 | $715K |
| TTP Investments, Inc. | 0.25% | Reduce -0.3% | 7,732 | $715K |
| Icon Wealth Advisors, LLC | 0.06% | Add +36.3% | 7,579 | $701K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -23.7% | 7,666 | $700K |
| Pacifica Partners Inc. | 0.30% | Reduce -14.9% | 7,537 | $697K |
| Access Financial Services, Inc. | 0.31% | Reduce -69.4% | 7,511 | $694K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +7.9% | 7,474 | $691K |
| Bingham Private Wealth, LLC | 0.73% | — | 7,437 | $688K |
| Goelzer Investment Management, Inc. | 0.04% | Add +5.0% | 7,351 | $680K |
| Advisors Asset Management, Inc. | 0.01% | Add +42.8% | 7,331 | $678K |
| Deutsche Bank AG | 0.00% | Reduce -45.6% | 7,220 | $667K |
| Private Trust Co. NA | 0.07% | Reduce -3.3% | 7,158 | $662K |
| Ballentine Partners, LLC | 0.01% | New | 7,128 | $659K |
| Magnolia Private Wealth, LLC | 0.59% | — | 7,115 | $658K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +0.1% | 7,083 | $655K |
| Summa Corp. | 0.31% | No change | 6,930 | $641K |
| Gray Private Wealth, LLC | 0.38% | Add +184.7% | 6,920 | $640K |
| Rik Saylor Financial, Inc. | 0.59% | — | 6,912 | $639K |
| Stephens Group Asset Management, LLC | 0.05% | Add +0.3% | 6,823 | $631K |
| TSA Wealth Managment LLC | 0.26% | Reduce -7.5% | 6,804 | $629K |
| 5T Wealth, LLC | 0.34% | — | 6,794 | $628K |
| High Falls Advisors, Inc | 0.14% | Add +20.6% | 6,719 | $621K |
| Wick Capital Partners, LLC | 0.18% | Reduce -2.4% | 6,716 | $621K |
| Patten & Patten Inc. | 0.04% | Reduce -0.3% | 6,703 | $620K |
| Brickley Wealth Management | 0.13% | No change | 6,698 | $619K |
| Cambridge Advisors Inc. | 0.14% | No change | 6,671 | $617K |
| Quadrant Private Wealth Management, LLC | 0.15% | Reduce -50.6% | 6,661 | $616K |
| Western Wealth Management, LLC | 0.03% | Reduce -24.1% | 6,657 | $615K |
| Wealthfront Advisers LLC | 0.00% | Add +41.6% | 6,630 | $613K |
| L.M. Kohn & Company | 0.16% | Reduce -18.2% | 6,627 | $613K |
| WealthShield Partners, LLC | 0.09% | Reduce -72.6% | 6,626 | $613K |
| Sig Brokerage, LP | 0.29% | — | 6,622 | $612K |
| Executive Wealth Management, LLC | 0.05% | Reduce -6.8% | 6,508 | $602K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +20.7% | 6,506 | $601K |
| Fullerton Fund Management Co Ltd. | 0.02% | No change | 6,481 | $599K |
| Quadcap Wealth Management, LLC | 0.09% | Reduce -5.0% | 6,283 | $581K |
| Sapient Capital LLC | 0.01% | No change | 6,259 | $579K |
| Spirit of America Management Corp. | 0.12% | Reduce -1.5% | 6,249 | $578K |
| E&G Advisors, LLC | 0.16% | No change | 6,201 | $573K |
| Retirement Income Solutions, Inc. | 0.11% | Reduce -54.3% | 6,150 | $569K |
| Authentikos Wealth Advisory, LLC | 0.56% | Reduce -3.9% | 6,079 | $562K |
| Banque Pictet & Cie SA | 0.01% | Reduce -70.7% | 6,073 | $561K |
| Fiduciary Trust Co | 0.01% | Add +14.6% | 6,046 | $559K |
| M3 Advisory Group, LLC | 0.40% | No change | 6,030 | $557K |
| Realta Investment Advisors | 0.22% | Reduce -4.8% | 5,937 | $548K |
| Etesian Wealth Advisors, Inc. | 0.24% | Reduce -1.8% | 5,929 | $548K |
| Klaas Financial Asset Advisors, LLC | 0.10% | Reduce -2.6% | 5,922 | $547K |
| KG Capital Management | 0.18% | Add +5.0% | 5,916 | $547K |
| Traphagen Investment Advisors LLC | 0.06% | Add +50.5% | 5,912 | $547K |
| Wedbush Securities Inc. | 0.02% | Add +66.2% | 5,905 | $546K |
| MMBG Investment Advisors Co. | 0.06% | New | 5,899 | $545K |
| Pacific Financial Group Inc. | 0.40% | Add +0.7% | 5,865 | $542K |
| Timber Creek Capital Management LLC | 0.15% | Reduce -9.9% | 5,795 | $536K |
| Maridea Wealth Management LLC | 0.17% | — | 5,779 | $534K |
| Nwam LLC | 0.03% | Reduce -15.8% | 5,755 | $532K |
| American Financial Advisors, LLC | 0.07% | Add +1.1% | 5,737 | $530K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | Add +35.3% | 5,695 | $527K |
| Montecito Bank & Trust | 0.09% | Reduce -0.6% | 5,597 | $517K |
| Alerus Financial NA | 0.04% | Reduce -0.6% | 5,558 | $514K |
| Fiduciary Alliance LLC | 0.05% | Add +3.6% | 5,544 | $513K |
| Invst, LLC | 0.06% | Reduce -97.4% | 5,505 | $509K |
| Kinloch Capital, LLC | 0.25% | Add +13.9% | 5,493 | $508K |
| Montis Financial, LLC | 0.16% | No change | 5,475 | $506K |
| Diversify Wealth Management, LLC | 0.04% | Reduce -16.0% | 5,542 | $506K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -23.2% | 5,459 | $505K |
| Mayflower Financial Advisors, LLC | 0.08% | New | 5,444 | $503K |
| Archer Investment Corp | 0.13% | Add +1.1% | 5,440 | $503K |
| Ridgewood Investments LLC | 0.24% | Reduce -17.1% | 5,387 | $498K |
| AlTi Global, Inc. | 0.01% | No change | 5,373 | $497K |
| Gibbs Wealth Management | 0.13% | Add +9.6% | 5,357 | $495K |
| First Citizens Asset Management, Inc. | 0.18% | Reduce -7.2% | 5,351 | $495K |
| Heritage Wealth Partners, LLC | 0.62% | Reduce -78.5% | 5,306 | $491K |
| Iams Wealth Management, LLC | 0.22% | New | 5,286 | $489K |
| Chesley Taft & Associates LLC | 0.02% | Reduce -50.2% | 5,250 | $485K |
| DKM Wealth Management, Inc. | 0.46% | — | 5,239 | $484K |
| American Institute for Advanced Investment Management, LLP | 0.36% | Reduce -6.4% | 5,207 | $481K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +11.8% | 5,103 | $472K |
| Ransom Advisory, Ltd | 0.21% | Add +247500.0% | 4,952 | $458K |
| OneAscent Financial Services LLC | 0.04% | New | 4,905 | $453K |
| Fiera Capital Corp | 0.00% | No change | 4,843 | $448K |
| Regions Financial Corp. | 0.00% | Reduce -7.3% | 4,799 | $444K |
| Lunt Capital Management, Inc. | 0.17% | New | 4,734 | $438K |
| Ameraudi Asset Management, Inc. | 0.24% | Add +48.5% | 4,731 | $437K |
| JB Capital LLC | 0.02% | New | 4,638 | $429K |
| WNY Asset Management, LLC | 0.05% | Reduce -95.2% | 4,613 | $426K |
| Vanguard Capital Wealth Advisors | 0.47% | Reduce -2.4% | 4,609 | $426K |
| Caxton Associates LP | 0.01% | No change | 4,577 | $423K |
| M&T Bank Corp | 0.00% | Reduce -0.1% | 4,569 | $422K |
| Harbour Investments, Inc. | 0.01% | Add +12.3% | 4,565 | $422K |
| Chemistry Wealth Management LLC | 0.10% | Reduce -16.1% | 4,533 | $419K |
| Strategic Blueprint, LLC | 0.02% | Reduce -63.4% | 4,528 | $419K |
| GTS Securities LLC | 0.02% | Reduce -61.5% | 4,500 | $416K |
| Novem Group | 0.06% | — | 4,495 | $416K |
| EP Wealth Advisors, LLC | 0.00% | Add +171.4% | 4,473 | $414K |
| Berger Financial Group, Inc | 0.03% | Add +1.5% | 4,468 | $413K |
| Savant Capital, LLC | 0.00% | Add +3.2% | 4,459 | $412K |
| Blalock Williams, LLC | 0.48% | — | 4,423 | $409K |
| Phillips Wealth Planners LLC | 0.40% | Add +0.1% | 4,430 | $405K |
| GR Financial Group, LLC | 0.07% | Add +1.2% | 4,353 | $402K |
| Catalyst Private Wealth, LLC | 0.18% | Add +8.2% | 4,352 | $402K |
| PFG Investments, LLC | 0.03% | Reduce -29.8% | 4,350 | $402K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -20.9% | 4,299 | $397K |
| Boyd Watterson Asset Management LLC | 0.11% | Add +6.3% | 4,281 | $396K |
| Crabel Capital Management, LLC | 1.28% | Reduce -90.0% | 4,268 | $395K |
| Roble, Belko & Company, Inc | 0.06% | No change | 4,242 | $392K |
| Carrera Capital Advisors | 0.09% | Add +0.9% | 4,230 | $391K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -33.3% | 4,218 | $390K |
| Core Wealth Partners LLC | 0.22% | New | 4,202 | $388K |
| Westside Investment Management, Inc. | 0.08% | Reduce -4.5% | 4,176 | $386K |
| United Capital Financial Advisors, LLC | 0.00% | Add +23.8% | 4,174 | $386K |
| Noble Wealth Management PBC | 0.27% | — | 4,148 | $383K |
| CoreCap Advisors, LLC | 0.02% | Reduce -91.9% | 4,113 | $380K |
| Wolverine Asset Management LLC | 0.03% | Add +86.4% | 4,100 | $379K |
| XTX Topco Ltd | 0.03% | New | 4,077 | $377K |
| Clarity Capital Partners LLC | 0.19% | Add +13.2% | 3,926 | $363K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -5.0% | 3,904 | $361K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -33.6% | 3,854 | $356K |
| HTLF Bank | 0.04% | No change | 3,828 | $354K |
| Vista Investment Partners Ii, LLC | 0.21% | — | 3,819 | $353K |
| Investment Advisory Group, LLC | 0.12% | Add +2.2% | 3,817 | $353K |
| Boston Financial Mangement LLC | 0.01% | Reduce -66.3% | 3,750 | $347K |
| Joel Adams & Associates, Inc. | 0.31% | — | 3,747 | $346K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -20.8% | 3,786 | $346K |
| Crumly & Associates Inc. | 0.09% | Add +38.0% | 3,733 | $345K |
| Granite Bay Wealth Management, LLC | 0.13% | New | 3,685 | $341K |
| Second Half Financial Partners, LLC | 0.17% | Reduce -17.3% | 3,656 | $338K |
| Stanley-Laman Group, Ltd. | 0.05% | Add +25.3% | 3,652 | $338K |
| Yoder Wealth Management, Inc. | 0.18% | Reduce -19.9% | 3,615 | $334K |
| CWC Advisors, LLC. | 0.33% | Add +15.3% | 3,604 | $333K |
| Accretive Wealth Partners, LLC | 0.14% | No change | 3,600 | $333K |
| D L Carlson Investment Group Inc. | 0.06% | Add +13.6% | 3,600 | $333K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +47.7% | 3,581 | $331K |
| Cabana LLC | 1.64% | Add +8.6% | 3,580 | $331K |
| R. W. Roge & Company, Inc. | 0.18% | New | 3,554 | $328K |
| Crescent Grove Advisors, LLC | 0.03% | Add +12.2% | 3,533 | $327K |
| Patten Group, Inc. | 0.07% | Reduce -19.8% | 3,511 | $325K |
| Pictet North America Advisors SA | 0.03% | Reduce -99.1% | 3,492 | $323K |
| 4J Wealth Management LLC | 0.26% | Reduce -11.0% | 3,485 | $322K |
| Pinnacle Bancorp, Inc. | 0.10% | Add +41.3% | 3,467 | $321K |
| Tran Capital Management, L.P. | 0.04% | No change | 3,450 | $319K |
| Rede Wealth, LLC | 0.12% | Add +14.9% | 3,416 | $316K |
| AlphaCentric Advisors LLC | 0.31% | Reduce -10.8% | 3,409 | $315K |
| Strategy Asset Managers LLC | 0.06% | Add +16.5% | 3,392 | $314K |
| F/m Investments LLC | 0.01% | New | 3,356 | $310K |
| RS Crum Inc. | 0.08% | No change | 3,350 | $310K |
| Valmark Advisers, Inc. | 0.00% | Add +22.8% | 3,336 | $308K |
| Matrix Trust Co | 0.05% | Add +5.2% | 3,328 | $308K |
| KPP Advisory Services LLC | 0.07% | Reduce -2.6% | 3,309 | $306K |
| Larson Financial Group LLC | 0.02% | Add +101.6% | 3,298 | $305K |
| Parallel Advisors, LLC | 0.01% | Reduce -17.1% | 3,271 | $302K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 3,265 | $302K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +7.8% | 3,199 | $296K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.6% | 3,171 | $293K |
| Welch & Forbes LLC | 0.00% | No change | 3,162 | $292K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -48.7% | 3,160 | $292K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -1.6% | 3,143 | $291K |
| Ipsen Advisor Group LLC | 0.24% | — | 3,065 | $283K |
| Horst & Graben Wealth Management LLC | 0.05% | Add +15.1% | 3,060 | $283K |
| Shayne & Jacobs, LLC | 0.07% | No change | 3,040 | $281K |
| Capital Advisors Wealth Management, LLC | 0.05% | New | 3,017 | $279K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -29.6% | 2,985 | $276K |
| Roger Wittlin Investment Advisory, LLC | 0.15% | Add +1.3% | 2,972 | $275K |
| Magnus Financial Group LLC | 0.03% | Reduce -59.3% | 2,961 | $274K |
| Cape Investment Advisory, Inc. | 0.11% | Add +8.8% | 2,943 | $272K |
| Triad Wealth Partners, LLC | 0.10% | New | 2,926 | $271K |
| FC Advisory LLC | 0.09% | Add +1.0% | 2,896 | $268K |
| Farther Finance Advisors, LLC | 0.01% | Add +13.4% | 2,893 | $268K |
| Hudson Capital Management LLC | 0.09% | Reduce -0.2% | 2,890 | $267K |
| Jacobi Capital Management LLC | 0.02% | Reduce -45.3% | 2,856 | $264K |
| Regimen Wealth, LLC | 0.09% | Add +2.8% | 2,818 | $261K |
| HB Wealth Management, LLC | 0.00% | New | 2,805 | $259K |
| Vise Technologies, Inc. | 0.02% | New | 2,797 | $259K |
| Forbes J M & Co. LLP | 0.02% | Reduce -5.1% | 2,792 | $258K |
| Stelac Advisory Services LLC | 0.10% | Add +11.2% | 2,790 | $258K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +1.8% | 2,785 | $257K |
| Seaview Investment Managers LLC | 0.07% | New | 2,783 | $257K |
| Diligent Investors, LLC | 0.06% | Add +4.2% | 2,777 | $257K |
| Caitlin John, LLC | 0.17% | Reduce -2.3% | 2,756 | $255K |
| Maia Wealth LLC | 0.05% | New | 2,694 | $251K |
| Trilogy Capital Inc. | 0.01% | No change | 2,691 | $249K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -95.1% | 2,686 | $248K |
| Victory Financial Group, LLC | 0.07% | — | 2,679 | $248K |
| Lazari Capital Management, Inc. | 0.10% | New | 2,674 | $247K |
| Peak Asset Management, LLC | 0.05% | New | 2,650 | $245K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.6% | 2,640 | $244K |
| Bremer Bank National Association | 0.05% | No change | 2,621 | $242K |
| Stonebridge Financial Group, LLC | 0.03% | — | 2,619 | $242K |
| GM Advisory Group, LLC | 0.01% | No change | 2,611 | $241K |
| Csenge Advisory Group | 0.01% | Reduce -29.4% | 2,594 | $240K |
| Walker Asset Management, LLC | 0.15% | Add +1.3% | 2,584 | $239K |
| Vontobel Holding Ltd. | 0.00% | Add +13.2% | 2,579 | $238K |
| Park Place Capital Corp | 0.07% | Reduce -35.8% | 2,566 | $237K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,565 | $237K |
| Community Bank, N.A. | 0.03% | Reduce -12.5% | 2,563 | $237K |
| Arrowroot Family Office, LLC | 0.12% | New | 2,553 | $236K |
| Prevail Innovative Wealth Advisors, LLC | 0.07% | New | 2,547 | $235K |
| Shared Vision Wealth Group LLC | 0.12% | New | 2,528 | $234K |
| Creative Financial Designs Inc. | 0.02% | Add +15.5% | 2,518 | $233K |
| Intergy Private Wealth, LLC | 0.09% | Add +6.2% | 2,504 | $231K |
| Gilman Hill Asset Management, LLC | 0.04% | New | 2,500 | $231K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2,500 | $231K |
| Madrona Financial Services, LLC | 0.06% | Reduce -96.9% | 2,490 | $230K |
| Hollencrest Capital Management | 0.01% | Reduce -88.3% | 2,478 | $229K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -24.2% | 2,461 | $228K |
| Camden National Bank | 0.03% | New | 2,459 | $227K |
| Marcum Wealth, LLC | 0.02% | Add +0.8% | 2,454 | $227K |
| Voya Financial Advisors, Inc. | 0.02% | Add +15.5% | 2,446 | $227K |
| Optimum Investment Advisors | 0.10% | No change | 2,450 | $227K |
| Root Financial Partners, LLC | 0.03% | New | 2,443 | $226K |
| Seven Mile Advisory | 0.14% | Add +9.1% | 2,439 | $225K |
| NBT Bank, N.A. | 0.02% | No change | 2,428 | $224K |
| Liberty Square Wealth Partners LLC | 0.08% | — | 2,401 | $224K |
| Walleye Capital LLC | 0.00% | No change | 2,414 | $223K |
| Genesis Wealth Advisors, LLC | 0.19% | — | 2,413 | $223K |
| Woodward Diversified Capital, LLC | 0.16% | New | 2,401 | $222K |
| Global Trust Asset Management, LLC | 0.08% | Reduce -64.6% | 2,396 | $222K |
| Brass Tax Wealth Management, Inc. | 0.05% | Reduce -4.2% | 2,377 | $220K |
| Wisconsin Capital Management LLC | 0.12% | Reduce -7.8% | 2,350 | $217K |
| Tower Wealth Partners, Inc. | 0.11% | Reduce -53.1% | 2,342 | $217K |
| Belvedere Trading LLC | 0.02% | New | 2,333 | $216K |
| Northwest Wealth Management, LLC | 0.05% | Reduce -32.3% | 2,332 | $216K |
| Retirement Planning Group, LLC | 0.01% | New | 2,321 | $215K |
| TruWealth Advisors, LLC | 0.01% | Reduce -11.4% | 2,315 | $214K |
| Glenview Trust Co | 0.00% | No change | 2,307 | $213K |
| Stratos Investment Management, LLC | 0.01% | New | 2,296 | $212K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -12.4% | 2,281 | $211K |
| Empower Advisory Group, LLC | 0.00% | Reduce -6.6% | 2,277 | $211K |
| City Center Advisors, LLC | 0.24% | New | 2,276 | $210K |
| Sollinda Capital Management LLC | 0.06% | Reduce -6.5% | 2,257 | $209K |
| Copia Wealth Management | 0.20% | — | 2,251 | $208K |
| Palisade Asset Management, LLC | 0.02% | No change | 2,250 | $208K |
| Sanders Morris Harris LLC | 0.03% | New | 2,253 | $207K |
| Good Life Advisors, LLC | 0.01% | Reduce -63.7% | 2,234 | $207K |
| Wesbanco Bank Inc. | 0.01% | New | 2,223 | $206K |
| Moneco Advisors, LLC | 0.02% | Reduce -25.9% | 2,211 | $204K |
| Renasant Bank | 0.13% | Reduce -39.4% | 2,198 | $203K |
| Neuberger Berman Group LLC | 0.00% | New | 2,179 | $201K |
| Busey Bank | 0.01% | No change | 2,166 | $200K |
| Householder Group Estate & Retirement Specialist, LLC | 0.15% | Reduce -38.0% | 2,169 | $200K |
| Financial Network Wealth Advisors LLC | 0.36% | Reduce -78.2% | 2,116 | $196K |
| Howe & Rusling Inc. | 0.02% | Add +54.2% | 2,057 | $190K |
| Golden State Wealth Management, LLC | 0.03% | — | 1,962 | $181K |
| Bokf, NA | 0.00% | Add +22.8% | 1,975 | $180K |
| UMB Bank, n.a. | 0.00% | No change | 1,904 | $176K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,891 | $175K |
| Horizon Investments, LLC | 0.00% | Add +13.2% | 1,858 | $171K |
| Caldwell Sutter Capital, Inc. | 0.08% | Add +59.2% | 1,788 | $165K |
| Solstein Capital, LLC | 0.09% | Reduce -66.0% | 1,755 | $162K |
| Graney & King, LLC | 0.12% | — | 1,741 | $161K |
| Mechanics Financial Corp | 0.07% | Reduce -10.5% | 1,710 | $158K |
| Balefire, LLC | 0.05% | Add +23.7% | 1,626 | $150K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 1,622 | $150K |
| Chapman Financial Group, LLC | 0.12% | — | 1,580 | $146K |
| Kiely Wealth Advisory Group, Inc. | 0.09% | No change | 1,508 | $140K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,480 | $137K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,480 | $137K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1409.4% | 1,449 | $134K |
| Transcendent Capital Group LLC | 0.06% | New | 1,319 | $122K |
| Elequin Capital, LP | 0.02% | New | 1,310 | $121K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -59.0% | 1,211 | $112K |
| Northwest Capital Management Inc | 0.05% | Reduce -25.9% | 1,193 | $110K |
| JFS Wealth Advisors, LLC | 0.01% | New | 1,181 | $109K |
| Ballast Advisors LLC | 0.03% | Reduce -8.0% | 1,168 | $108K |
| Webster Bank, N. A. | 0.01% | No change | 1,105 | $102K |
| Allworth Financial LP | 0.00% | Reduce -19.0% | 1,078 | $100K |
| Ameriflex Group, Inc. | 0.04% | — | 1,050 | $98K |
| Finley Financial, LLC | 0.05% | — | 1,050 | $97K |
| Colonial Trust Co / SC | 0.01% | Add +5.3% | 1,030 | $95K |
| NorthRock Partners, LLC | 0.00% | Reduce -62.6% | 1,005 | $93K |
| Ravenstone Capital Management Inc. | 0.05% | New | 1,000 | $92K |
| MCF Advisors LLC | 0.01% | No change | 990 | $92K |
| Union Bancaire Privee, UBP SA | 0.00% | — | 1,000 | $84K |
| Dunhill Financial, LLC | 0.04% | Add +132.7% | 905 | $84K |
| Bellwether Advisors, LLC | 0.01% | New | 854 | $79K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 825 | $76K |
| CENTRAL TRUST Co | 0.00% | No change | 818 | $76K |
| Bfsg, LLC | 0.01% | Reduce -1.0% | 815 | $75K |
| Avior Wealth Management, LLC | 0.00% | Reduce -33.9% | 772 | $71K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.2% | 767 | $71K |
| Pflug Koory, LLC | 0.00% | No change | 761 | $70K |
| PSI Advisors, LLC | 0.02% | Add +12.6% | 735 | $68K |
| Van Eck Associates Corp. | 0.00% | Add +92.9% | 706 | $65K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -23.1% | 700 | $65K |
| NWK Group, Inc. | 0.02% | Add +6.6% | 696 | $64K |
| Rational Advisors, Inc. | 0.01% | Reduce -96.4% | 676 | $62K |
| First Horizon Advisors, Inc. | 0.00% | Add +3410.5% | 667 | $62K |
| Bangor Savings Bank | 0.01% | Reduce -14.3% | 619 | $57K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 600 | $55K |
| Highline Wealth Partners LLC | 0.02% | Add +1.2% | 576 | $53K |
| Crewe Advisors LLC | 0.01% | No change | 570 | $53K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -93.0% | 560 | $52K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +6.9% | 545 | $50K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -94.3% | 533 | $49K |
| Ancora Advisors LLC | 0.00% | No change | 530 | $49K |
| Powell Investment Advisors, LLC | 0.02% | No change | 501 | $46K |
| Weaver Capital Management LLC | 0.01% | Reduce -98.6% | 473 | $44K |
| Rice Partnership, LLC | 0.01% | Reduce -18.2% | 471 | $44K |
| Aventura Private Wealth, LLC | 0.02% | — | 468 | $43K |
| Barrett & Company, Inc. | 0.02% | No change | 460 | $43K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 458 | $42K |
| LGT Financial Advisors LLC | 0.09% | Add +70.5% | 457 | $42K |
| Nemes Rush Group LLC | 0.01% | New | 453 | $42K |
| Rothschild Investment LLC | 0.00% | Reduce -48.0% | 436 | $40K |
| HM Payson & Co. | 0.00% | New | 433 | $40K |
| Logan Capital Management Inc. | 0.00% | Add +70.1% | 427 | $39K |
| FSC Wealth Advisors, LLC | 0.02% | No change | 414 | $38K |
| Menard Financial Group LLC | 0.02% | New | 413 | $38K |
| Clearstead Trust, LLC | 0.01% | Reduce -20.9% | 405 | $37K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 408 | $37K |
| Tucker Asset Management LLC | 0.01% | Add +32.7% | 398 | $37K |
| Park Square Financial Group, LLC | 0.03% | — | 397 | $37K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +1.6% | 390 | $36K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 374 | $35K |
| Painted Porch Advisors LLC | 0.02% | New | 364 | $34K |
| Founders Financial Alliance, LLC | 0.01% | No change | 358 | $33K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 347 | $32K |
| BankPlus Trust Department | 0.01% | — | 335 | $31K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -88.2% | 301 | $28K |
| Montag A & Associates Inc. | 0.00% | Add +113.5% | 301 | $28K |
| Atwood & Palmer Inc. | 0.00% | No change | 300 | $28K |
| Rakuten Securities, Inc. | 0.01% | Reduce -41.5% | 288 | $27K |
| Luminist Capital LLC | 0.05% | — | 286 | $26K |
| Tsfg, LLC | 0.01% | Add +0.4% | 269 | $25K |
| Capital Investment Counsel, Inc | 0.00% | No change | 266 | $25K |
| Robinswood Financial LLC | 0.01% | No change | 255 | $24K |
| WASHINGTON TRUST Co | 0.00% | No change | 248 | $23K |
| Godsey & Gibb, Inc. | 0.00% | No change | 229 | $21K |
| Bray Capital Advisors | 0.01% | No change | 225 | $21K |
| Versant Capital Management, Inc | 0.00% | No change | 223 | $21K |
| Aspect Partners, LLC | 0.01% | Reduce -54.6% | 222 | $21K |
| Hexagon Capital Partners LLC | 0.00% | New | 214 | $20K |
| GAMMA Investing LLC | 0.00% | No change | 213 | $20K |
| Mather Group, Llc. | 0.00% | Reduce -80.9% | 209 | $19K |
| Arax Advisory Partners | 0.00% | Add +1600.0% | 204 | $19K |
| Beacon Capital Management, LLC | 0.00% | Reduce -63.2% | 203 | $19K |
| SouthState Bank Corp | 0.00% | New | 195 | $18K |
| HBC Financial Services, PLLC | 0.01% | No change | 200 | $18K |
| Addison Advisors LLC | 0.00% | Reduce -73.8% | 192 | $18K |
| Register Financial Advisors LLC | 0.01% | Reduce -12.0% | 190 | $18K |
| Trust Co | 0.00% | No change | 180 | $17K |
| Trivant Custom Portfolio Group, LLC | 0.01% | Add +6.7% | 176 | $16K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 174 | $16K |
| Morgan Dempsey Capital Management LLC | 0.01% | No change | 172 | $16K |
| Coastline Trust Co | 0.00% | No change | 170 | $16K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 169 | $16K |
| Hurley Capital, LLC | 0.01% | — | 157 | $14K |
| Aviso Financial Inc. | 0.00% | New | 150 | $14K |
| Indiana Trust & Investment Management Co | 0.00% | Reduce -28.0% | 149 | $14K |
| Financial Gravity Companies, Inc. | 0.00% | Add +2.1% | 148 | $14K |
| Brooklyn Investment Group | 0.00% | New | 139 | $13K |
| Sound Income Strategies, LLC | 0.00% | Reduce -51.8% | 132 | $12K |
| AdvisorNet Financial, Inc | 0.00% | Add +333.3% | 130 | $12K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -98.5% | 126 | $12K |
| Independence Bank of Kentucky | 0.00% | New | 125 | $12K |
| Denver PWM, LLC | 0.00% | Reduce -25.9% | 120 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 119 | $11K |
| Richardson Financial Services Inc. | 0.01% | Reduce -50.6% | 119 | $11K |
| Oarsman Capital, Inc. | 0.00% | New | 114 | $11K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -38.6% | 113 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 106 | $10K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -41.2% | 104 | $10K |
| Investors Research Corp | 0.00% | No change | 101 | $9K |
| Y.D. More Investments Ltd | 0.00% | No change | 100 | $9K |
| Atticus Wealth Management, LLC | 0.00% | Add +1.1% | 94 | $9K |
| Rogco, LP | 0.00% | No change | 94 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 92 | $9K |
| Rise Advisors, LLC | 0.00% | Add +1.2% | 87 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -4.4% | 86 | $8K |
| Kiker Wealth Management, LLC | 0.01% | — | 86 | $8K |
| EPG Wealth Management LLC | 0.00% | No change | 85 | $8K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 75 | $7K |
| Tidemark, LLC | 0.00% | No change | 71 | $7K |
| Valley National Advisers Inc. | 0.00% | New | 73 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +555.6% | 59 | $5K |
| Main Street Group, LTD | 0.00% | Reduce -28.6% | 55 | $5K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -99.9% | 54 | $5K |
| Salem Investment Counselors Inc. | 0.00% | New | 53 | $5K |
| WR Wealth Planners, LLC | 0.00% | No change | 48 | $4K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -61.9% | 45 | $4K |
| Motco | 0.00% | No change | 44 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 43 | $4K |
| YANKCOM Partnership | 0.00% | — | 42 | $4K |
| Towne Trust Company, N.A | 0.00% | New | 41 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | — | 36 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 35 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 34 | $3K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -2.9% | 33 | $3K |
| Provident Wealth Management, LLC | 0.00% | No change | 27 | $2K |
| Headlands Technologies LLC | 0.00% | Reduce -97.0% | 25 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -70.2% | 25 | $2K |
| New Wave Wealth Advisors LLC | 0.00% | New | 23 | $2K |
| Covestor Ltd | 0.00% | Reduce -36.0% | 16 | $2K |
| Coston, McIsaac & Partners | 0.00% | New | 32 | $2K |
| Avion Wealth | 0.00% | New | 24 | $2K |
| Smithfield Trust Co | 0.00% | No change | 27 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 21 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Add +5.0% | 21 | $2K |
| Eukles Asset Management | 0.00% | No change | 20 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 20 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 15 | $1K |
| NFSG Corp | 0.00% | New | 12 | $1K |
| ESL Trust Services, LLC | 0.00% | No change | 12 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -87.1% | 9 | $832 |
| Stephens Consulting, LLC | 0.00% | Reduce -99.1% | 7 | $648 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 5 | $462 |
| Islay Capital Management, LLC | 0.00% | No change | 3 | $277 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1 | $92 |
| Capstone Investment Advisors, LLC | 0.00% | No change | 1 | $92 |
"% 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.