iShares 7-10 Year Treasury BIEFETF
13F holders, Q1 2025 (March 31)983holders +8
107new positions
89sold out
4famous investors
$95.28avg. 13F price*
At the end of Q1 2025, 983 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings, up 8 from Q4 2024. 107 opened new positions and 89 sold out. The largest holders were Fisher Asset Management ($5.2B), JPMorgan Chase & Co. ($2.7B) and FMR LLC ($2.6B). 4 famous investors held it, including Ken Fisher (2.3% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $632.2M |
| Exits | 89 | $130.3M |
All 13F filers, Q4 2024 → Q1 2025: 42,333,028 shares bought and 19,092,529 shares sold, net +23,240,499 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 983 holders
| Fisher Asset Management | 2.27% | Add +11.7% | 54,964,750 | $5.2B |
| JPMorgan Chase & Co. | 0.20% | Add +5.0% | 28,076,649 | $2.7B |
| FMR LLC | 0.16% | Reduce -9.5% | 26,864,341 | $2.6B |
| Envestnet Asset Management Inc. | 0.38% | Add +1.5% | 12,398,140 | $1.2B |
| Ameriprise Financial Inc. | 0.29% | Reduce -3.5% | 11,224,994 | $1.1B |
| Morgan Stanley | 0.08% | Add +42.9% | 11,102,539 | $1.1B |
| Captrust Financial Advisors | 2.27% | Add +13.5% | 9,495,964 | $905.6M |
| PNC Financial Services Group, Inc. | 0.46% | Reduce -3.6% | 9,291,281 | $886.1M |
| Bank of America Corp. | 0.07% | Add +11.1% | 8,508,109 | $811.4M |
| Raymond James Financial Inc. | 0.29% | Add +3.5% | 8,125,441 | $774.9M |
| Bank of Montreal | 0.37% | Add +26.5% | 7,145,082 | $681.4M |
| Blue Trust, Inc. | 6.44% | Reduce -4.2% | 5,266,389 | $502.3M |
| Northwestern Mutual Wealth Management Co. | 0.36% | Add +2.9% | 4,617,408 | $440.4M |
| LPL Financial LLC | 0.16% | Add +18.2% | 4,376,591 | $417.4M |
| UBS Group AG | 0.08% | Add +4.1% | 3,808,839 | $363.2M |
| Wells Fargo & Company | 0.08% | Add +65.5% | 3,311,968 | $315.9M |
| Goldman Sachs Group Inc. | 0.06% | Add +1001.8% | 3,276,512 | $312.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.93% | Add +28.3% | 3,005,655 | $286.6M |
| Cerity Partners OCIO LLC | 15.51% | Add +16.3% | 2,873,480 | $274.0M |
| Baird Financial Group, Inc. | 0.46% | Add +4.2% | 2,530,645 | $241.3M |
| Mariner, LLC | 0.38% | Add +26.9% | 2,370,576 | $226.1M |
| Wealthcare Capital Management LLC | 19.22% | Add +2.6% | 1,987,242 | $189.5M |
| Alliancebernstein L.P. | 0.07% | Add +6.2% | 1,979,032 | $188.7M |
| Coldstream Capital Management Inc. | 3.98% | Add +3.2% | 1,956,939 | $186.6M |
| Susquehanna International Group, LLP | 0.28% | Add +1138.8% | 1,812,993 | $172.9M |
| Mutual Advisors, LLC | 4.74% | Add +16747.0% | 1,737,097 | $165.4M |
| Members Trust Co | 5.47% | Reduce -37.3% | 1,647,498 | $157.1M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Add +0.5% | 1,606,373 | $153.2M |
| BlackRock, Inc. | 0.00% | Reduce -49.5% | 1,549,202 | $147.7M |
| Harvest Portfolios Group Inc. | 4.07% | Add +12.2% | 1,443,149 | $137.6M |
| NorthCoast Asset Management LLC | 0.66% | Add +4.9% | 1,370,911 | $130.7M |
| Royal Bank of Canada | 0.03% | Add +32.3% | 1,345,640 | $128.3M |
| Nationwide Fund Advisors | 10.44% | Reduce -60.1% | 1,283,630 | $122.4M |
| Truist Financial Corp. | 0.18% | Add +0.9% | 1,207,902 | $115.2M |
| Armstrong Advisory Group, Inc. | 8.44% | No change | 1,143,157 | $105.7M |
| Janney Montgomery Scott LLC | 0.29% | Reduce -1.5% | 1,081,557 | $103.1M |
| Stifel Financial Corp. | 0.11% | Add +1.6% | 1,058,682 | $101.0M |
| Cerity Partners LLC | 0.20% | Add +15.8% | 1,006,020 | $95.9M |
| Partners Capital Investment Group, LLP | 1.53% | Add +67.3% | 948,296 | $90.4M |
| Victory Capital Management Inc. | 0.09% | Reduce -0.1% | 947,347 | $90.3M |
| Cetera Investment Advisers | 0.17% | Add +28.2% | 896,033 | $85.5M |
| Ally Invest Advisors Inc. | 7.23% | Add +2.1% | 884,887 | $84.4M |
| Sona Asset Management (us) LLC | 6.43% | New | 850,000 | $81.1M |
| Sumitomo Mitsui Financial Group, Inc. | 1.40% | Add +6.0% | 798,546 | $76.2M |
| Avalon Advisory Group | 35.44% | Reduce -0.9% | 788,697 | $75.2M |
| Juniper Hill Capital Management LP | 17.69% | No change | 744,199 | $71.0M |
| WestEnd Advisors, LLC | 1.87% | Reduce -2.3% | 738,973 | $70.5M |
| 3EDGE Asset Management, LP | 4.76% | Reduce -19.9% | 733,423 | $69.9M |
| Clarity Financial LLC | 7.95% | Add +3.6% | 725,057 | $69.1M |
| GenTrust, LLC | 3.09% | Add +364.2% | 675,715 | $64.4M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -11.5% | 656,379 | $62.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 4.01% | Add +400.4% | 648,750 | $61.9M |
| Barings LLC | 1.53% | Add +5.6% | 629,394 | $60.0M |
| Wealthcare Advisory Partners LLC | 1.58% | Add +8.8% | 618,178 | $59.0M |
| AIA Group Ltd | 1.41% | Add +33.1% | 600,420 | $57.3M |
| Citigroup Inc. | 0.04% | Add +31.2% | 586,265 | $55.9M |
| McElhenny Sheffield Capital Management, LLC | 20.72% | New | 579,674 | $55.3M |
| Rockefeller Capital Management L.P. | 0.13% | Add +2.4% | 564,993 | $53.9M |
| Tanglewood Wealth Management, Inc. | 5.99% | Add +6139.3% | 558,606 | $53.3M |
| Matauro, LLC | 10.67% | Add +7.2% | 550,678 | $52.5M |
| Assetmark, Inc. | 0.14% | Add +96.7% | 539,845 | $51.5M |
| Garde Capital, Inc. | 2.87% | New | 525,133 | $50.1M |
| Raub Brock Capital Management LP | 10.61% | Add +0.5% | 498,237 | $47.5M |
| Ironwood Wealth Management, LLC. | 14.56% | Add +2.9% | 497,272 | $47.4M |
| MAI Capital Management | 0.34% | Add +7.8% | 470,457 | $44.9M |
| Greenwood Gearhart LLC | 3.08% | Add +10.1% | 466,239 | $44.5M |
| Cobblestone Capital Advisors LLC | 2.42% | New | 462,938 | $44.2M |
| Bogart Wealth, LLC | 2.07% | Reduce -30.5% | 460,083 | $43.9M |
| Virtue Capital Management, LLC | 5.08% | Add +106.7% | 455,369 | $43.4M |
| Patton Fund Management, Inc. | 10.25% | Reduce -0.2% | 444,030 | $42.3M |
| Rafferty Asset Management, LLC | 0.18% | Add +19.2% | 443,803 | $42.3M |
| Jane Street Group, LLC | 0.08% | Reduce -83.3% | 441,798 | $42.1M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -11.3% | 427,062 | $40.7M |
| Advisors Preferred, LLC | 5.41% | Add +370.6% | 422,054 | $40.3M |
| Karpus Management, Inc. | 1.30% | Add +0.8% | 419,287 | $40.0M |
| Twele Capital Management, Inc. | 8.46% | Reduce -4.0% | 418,118 | $39.9M |
| Citadel Advisors | 0.04% | New | 417,394 | $39.8M |
| Advisor OS, LLC | 4.27% | Add +5.8% | 393,324 | $37.5M |
| LifeGuide Financial Advisors, LLC | 15.20% | Add +9.0% | 390,534 | $37.2M |
| MJP Associates Inc. | 6.70% | Add +6.5% | 389,501 | $37.1M |
| Beacon Wealthcare LLC | 15.02% | Reduce -0.7% | 387,222 | $36.9M |
| HighTower Advisors, LLC | 0.05% | Reduce -2.6% | 383,373 | $36.6M |
| GenWealth Group, Inc. | 8.01% | Add +54.2% | 381,200 | $36.4M |
| Sompo Asset Management Co., Ltd. | 6.74% | Add +4.3% | 380,384 | $36.3M |
| 1607 Capital Partners, LLC | 2.85% | No change | 370,611 | $35.3M |
| Mizuho Markets Americas LLC | 0.71% | New | 344,912 | $32.9M |
| Osaic Holdings, Inc. | 0.07% | Add +13.7% | 342,022 | $32.6M |
| Life Line Wealth Management LLC | 11.93% | New | 340,117 | $32.4M |
| Community Financial Services Group, LLC | 6.95% | Add +3.0% | 336,038 | $32.0M |
| Sachem Hill LLC | 6.20% | Add +0.6% | 330,697 | $31.5M |
| Blue Edge Capital, LLC | 5.06% | Reduce -0.5% | 330,643 | $31.5M |
| Willis Johnson & Associates, Inc. | 2.33% | Add +7.4% | 322,923 | $30.8M |
| Parkside Advisors LLC | 7.38% | Reduce -0.3% | 321,237 | $30.6M |
| Prudent Investors Network, Inc. | 8.67% | Add +14.2% | 319,195 | $30.4M |
| Focus Financial Network, Inc. | 1.23% | Add +12.6% | 314,607 | $30.0M |
| Prime Capital Investment Advisors, LLC | 0.35% | Add +322.1% | 311,537 | $29.7M |
| Thrivent Financial for Lutherans | 0.07% | Add +272.0% | 309,567 | $29.5M |
| First Financial Bank - Trust Division | 2.77% | Add +2.0% | 299,281 | $28.5M |
| Creative Planning | 0.03% | Reduce -7.4% | 295,091 | $28.1M |
| Arkos Global Advisors | 4.11% | Add +1.0% | 293,342 | $28.0M |
| Gunma Bank,Ltd. | 8.91% | Add +38.1% | 290,000 | $27.7M |
| Wealth Management Resources, Inc. | 9.95% | Add +0.0% | 287,546 | $27.4M |
| Kaydan Wealth Management, Inc. | 8.64% | Add +0.2% | 282,288 | $26.9M |
| O'shaughnessy Asset Management, LLC | 0.22% | Add +10.6% | 281,440 | $26.8M |
| Barclays PLC | 0.01% | Add +19.6% | 278,954 | $26.6M |
| MML Investors Services, LLC | 0.09% | Reduce -4.9% | 276,748 | $26.4M |
| Banco Santander, S.A. | 0.29% | Add +30.7% | 272,328 | $26.0M |
| RFG Advisory, LLC | 0.69% | Reduce -0.0% | 268,652 | $25.6M |
| Insight Wealth Strategies, LLC | 3.36% | Add +1.5% | 261,912 | $25.0M |
| West Paces Advisors Inc. | 5.64% | Add +0.4% | 259,621 | $24.8M |
| Brown Advisory Inc. | 0.04% | Add +2.4% | 257,862 | $24.6M |
| Flputnam Investment Management Co. | 0.46% | Add +8.9% | 255,096 | $24.3M |
| Sollinda Capital Management LLC | 6.62% | Add +10954.0% | 249,488 | $23.8M |
| WCG Wealth Advisors LLC | 1.80% | Reduce -10.5% | 248,238 | $23.7M |
| BNP Paribas Financial Markets | 0.02% | Reduce -13.4% | 233,738 | $22.3M |
| Kingsview Wealth Management, LLC | 0.41% | Add +16.0% | 230,036 | $21.9M |
| AmeriServ Wealth Advisors | 12.33% | Reduce -3.5% | 223,516 | $21.3M |
| Tower Research Capital LLC (TRC) | 0.63% | Add +8857.8% | 223,946 | $21.2M |
| Trustmark Bank Trust Department | 1.57% | Reduce -1.6% | 222,267 | $21.2M |
| TD Waterhouse Canada Inc. | 0.17% | Add +3.4% | 222,832 | $21.2M |
| Tiaa Trust, National Association | 0.07% | Add +23.4% | 219,035 | $20.9M |
| Arete Wealth Advisors, LLC | 1.55% | Add +7.2% | 212,390 | $20.3M |
| FORM Wealth Advisors, LLC | 2.72% | — | 209,610 | $20.0M |
| Axxcess Wealth Management, LLC | 0.54% | Add +914.7% | 207,855 | $19.8M |
| Cresset Asset Management, LLC | 0.10% | Add +329.3% | 207,073 | $19.7M |
| Liquid Strategies, LLC | 3.70% | Add +164.8% | 206,056 | $19.7M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -46.5% | 206,018 | $19.6M |
| Greenleaf Trust | 0.18% | Add +6.5% | 206,005 | $19.6M |
| Cinctive Capital Management LP | 1.56% | New | 205,008 | $19.6M |
| Old Mission Capital LLC | 0.37% | New | 199,994 | $19.1M |
| Mirabaud & Cie SA | 6.47% | Reduce -15.6% | 198,718 | $19.0M |
| SG Americas Securities, LLC | 0.06% | Add +51.5% | 196,228 | $18.7M |
| USA Financial Formulas | 3.08% | New | 195,352 | $18.6M |
| Financial & Tax Architects, LLC | 4.63% | Reduce -2.0% | 193,214 | $18.4M |
| Cambridge Associates LLC /Ma/ | 0.53% | No change | 192,708 | $18.4M |
| First Trust Advisors LP | 0.02% | Add +17.1% | 190,892 | $18.2M |
| Portland Global Advisors LLC | 2.29% | Add +3.6% | 190,471 | $18.2M |
| Ridgepath Capital Management LLC | 8.70% | New | 189,638 | $18.1M |
| Act Two Investors LLC | 3.82% | Reduce -21.9% | 188,803 | $18.0M |
| Summit Asset Management, LLC | 3.11% | Add +3.4% | 188,324 | $18.0M |
| Financial Enhancement Group LLC | 2.80% | New | 190,329 | $17.9M |
| Townsquare Capital LLC | 0.19% | Add +1.7% | 187,787 | $17.9M |
| US Bancorp \de | 0.02% | Add +11.6% | 187,256 | $17.9M |
| Focus Partners Wealth | 0.04% | Reduce -69.6% | 185,855 | $17.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.5% | 185,043 | $17.6M |
| Retirement Financial Solutions, LLC | 6.79% | Add +19.6% | 182,963 | $17.4M |
| Aveo Capital Partners, LLC | 2.89% | Add +78.0% | 182,855 | $17.4M |
| NewEdge Advisors, LLC | 0.10% | Add +2.6% | 181,469 | $17.3M |
| Brookstone Capital Management | 0.24% | Add +213.8% | 175,624 | $16.7M |
| Atlas Private Wealth Advisors | 2.33% | Reduce -56.0% | 175,015 | $16.7M |
| Bulltick Wealth Management, LLC | 4.40% | Reduce -5.5% | 174,069 | $16.6M |
| Madison Asset Management, LLC | 0.18% | Reduce -19.1% | 173,999 | $16.6M |
| U.S. Capital Wealth Advisors, LLC | 0.51% | Reduce -2.7% | 173,683 | $16.6M |
| Benningfield Financial Advisors, LLC | 15.89% | Add +7.5% | 173,424 | $16.5M |
| Moore Capital Management, LP | 0.64% | New | 168,800 | $16.1M |
| Joule Financial, LLC | 5.63% | Add +2.6% | 168,310 | $16.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -1.9% | 167,129 | $15.9M |
| Pinkerton Wealth, LLC | 2.05% | New | 165,901 | $15.8M |
| Prudential PLC | 0.08% | Add +175.2% | 163,640 | $15.6M |
| Anchor Capital Advisors LLC | 0.46% | Add +152.4% | 163,223 | $15.6M |
| Summit Financial, LLC | 0.43% | Add +84.2% | 159,268 | $15.2M |
| BTS Asset Management, Inc. | 17.14% | New | 159,620 | $15.2M |
| First Foundation Advisors | 0.61% | Reduce -23.7% | 158,029 | $15.1M |
| Deane Retirement Strategies, Inc. | 7.17% | Add +55.4% | 157,879 | $15.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.28% | Add +1163.7% | 156,991 | $15.0M |
| Prospera Financial Services Inc | 0.34% | Add +21.3% | 155,707 | $14.8M |
| Avantax Advisory Services, Inc. | 0.09% | Reduce -21.8% | 155,625 | $14.8M |
| Cibc World Market Inc. | 0.03% | Add +15.6% | 154,820 | $14.8M |
| Haverford Trust Co | 0.15% | Add +3.0% | 153,523 | $14.6M |
| Independence Financial Advisors, LLC | 5.56% | — | 153,215 | $14.6M |
| Strategic Point Investment Advisors, LLC | 2.36% | Add +0.1% | 148,385 | $14.2M |
| D.A. Davidson & Co. | 0.11% | Add +34.5% | 147,503 | $14.1M |
| Corient Private Wealth LP | 0.02% | Add +107.4% | 147,236 | $14.0M |
| PFG Advisors | 0.78% | Add +0.7% | 146,223 | $13.9M |
| TPG Financial Advisors, LLC | 6.15% | Reduce -7.6% | 145,936 | $13.9M |
| Ritholtz Wealth Management | 0.41% | Add +13.5% | 144,672 | $13.8M |
| World Investment Advisors | 0.36% | Add +328.9% | 144,449 | $13.8M |
| Heritage Oak Wealth Advisors LLC | 6.08% | New | 144,370 | $13.8M |
| Leo Wealth, LLC | 1.97% | Reduce -46.6% | 143,909 | $13.7M |
| Tudor Investment Corporation | 0.12% | Add +27.4% | 143,633 | $13.7M |
| MY Wealth Management Inc. | 13.17% | Reduce -0.9% | 142,748 | $13.6M |
| Fifth Third Bancorp | 0.05% | Add +88.5% | 140,918 | $13.4M |
| William Howard & Co Financial Advisors Inc | 12.35% | Reduce -0.2% | 138,203 | $13.2M |
| Middleton & Co. Inc. | 1.53% | Reduce -0.1% | 137,419 | $13.1M |
| Ssi Investment Management LLC | 5.25% | Add +202.6% | 136,062 | $13.0M |
| Accurate Wealth Management, LLC | 2.45% | Add +3525.8% | 137,273 | $12.8M |
| Robertson Stephens Wealth Management, LLC | 0.47% | Add +0.7% | 132,427 | $12.6M |
| TD Private Client Wealth LLC | 0.35% | Reduce -0.1% | 131,901 | $12.6M |
| Money Concepts Capital Corp. | 0.94% | Add +39.5% | 131,420 | $12.5M |
| Retirement Systems of Alabama | 0.05% | Add +68.4% | 130,770 | $12.5M |
| Bison Wealth, LLC | 1.16% | New | 129,446 | $12.4M |
| Bank of Nova Scotia | 0.03% | New | 130,000 | $12.4M |
| Pinnacle Financial Partners Inc | 0.25% | Reduce -15.9% | 129,957 | $12.4M |
| IPG Investment Advisors LLC | 2.77% | Add +7.9% | 128,229 | $12.2M |
| Heck Capital Advisors, LLC | 1.35% | Add +22.8% | 126,151 | $12.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +16.2% | 210,442 | $11.9M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -11.0% | 121,162 | $11.6M |
| Keel Point, LLC | 0.89% | Add +31.1% | 119,496 | $11.4M |
| Cadence Wealth Management LLC | 8.39% | Add +75.1% | 119,079 | $11.4M |
| Sicart Associates LLC | 3.91% | Add +31.5% | 118,639 | $11.3M |
| Pallas Capital Advisors LLC | 0.47% | Reduce -37.6% | 118,633 | $11.3M |
| Paragon Capital Management Inc. | 9.11% | Reduce -3.1% | 118,232 | $11.3M |
| Atria Wealth Solutions, Inc. | 0.13% | Reduce -65.5% | 117,078 | $11.2M |
| Nvwm, LLC | 2.96% | Add +24.5% | 116,901 | $11.1M |
| Spire Wealth Management | 0.35% | Add +0.7% | 116,114 | $11.1M |
| Integrated Wealth Concepts LLC | 0.13% | Add +14.7% | 114,537 | $10.9M |
| Waverly Advisors, LLC | 0.13% | Reduce -0.1% | 113,863 | $10.9M |
| Scotia Capital Inc. | 0.06% | Add +21.6% | 113,427 | $10.8M |
| DSG Capital Advisors, LLC | 2.18% | Reduce -8.7% | 112,914 | $10.8M |
| Cwm, LLC | 0.04% | Add +0.5% | 112,868 | $10.8M |
| Hudock, Inc. | 1.88% | Add +9.4% | 112,745 | $10.8M |
| Little House Capital LLC | 2.94% | Add +55.0% | 111,986 | $10.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.11% | Reduce -0.1% | 110,137 | $10.5M |
| Pinnacle Associates Ltd. | 0.15% | Add +0.9% | 110,348 | $10.5M |
| Rwa Wealth Partners, LLC | 0.13% | New | 108,790 | $10.4M |
| Dynamic Wealth Strategies, LLC | 8.57% | Add +0.9% | 108,132 | $10.3M |
| Net Worth Advisory Group | 3.24% | Add +2.3% | 108,080 | $10.3M |
| HSBC Holdings PLC | 0.01% | Reduce -59.7% | 106,872 | $10.2M |
| High Note Wealth, LLC | 2.52% | Add +97.5% | 106,779 | $10.2M |
| Sound Financial Strategies Group, LLC | 9.04% | Reduce -41.6% | 106,171 | $10.1M |
| SkyOak Wealth, LLC | 2.19% | Add +14.7% | 104,690 | $10.0M |
| Summit Wealth Partners, LLC | 2.00% | Add +3.7% | 103,643 | $9.9M |
| Syon Capital LLC | 0.80% | Reduce -21.8% | 103,556 | $9.9M |
| Lincoln Capital Corp. | 4.07% | Add +3.0% | 102,291 | $9.8M |
| Jessup Wealth Management, Inc | 3.98% | Add +78.4% | 99,253 | $9.5M |
| Janney Capital Management LLC | 0.65% | Add +1.3% | 98,940 | $9.4M |
| Stableford Capital II LLC | 3.97% | Add +224.7% | 99,029 | $9.4M |
| Lifeworks Advisors, LLC | 1.55% | Add +97.5% | 97,582 | $9.3M |
| Innova Wealth Partners | 5.76% | Add +170.6% | 97,475 | $9.3M |
| Atria Investments, Inc | 0.12% | Reduce -3.6% | 97,432 | $9.3M |
| Werba Rubin Papier Wealth Management | 2.00% | Add +639.7% | 96,386 | $9.2M |
| Graybill Wealth Management, LTD. | 3.08% | — | 94,050 | $9.0M |
| One Day In July LLC | 0.89% | Add +40.0% | 93,298 | $8.9M |
| Dimension Capital Management LLC | 1.55% | Reduce -12.7% | 91,341 | $8.7M |
| MTC Wealth Management LLC | 4.21% | Reduce -60.5% | 89,847 | $8.6M |
| Premier Path Wealth Partners, LLC | 1.32% | Add +9.5% | 88,790 | $8.5M |
| Chicago Partners Investment Group LLC | 0.28% | Add +4.9% | 87,554 | $8.3M |
| Greenwood Capital Associates LLC | 1.12% | Add +0.7% | 87,212 | $8.3M |
| Private Advisor Group, LLC | 0.05% | Reduce -21.6% | 85,417 | $8.1M |
| Citizens Financial Group Inc. | 0.16% | New | 85,190 | $8.1M |
| U S Wealth Group, Llc. | 6.40% | Reduce -2.0% | 84,690 | $8.1M |
| Foundations Investment Advisors, LLC | 0.14% | Add +114.9% | 81,275 | $7.8M |
| Beirne Wealth Consulting Services, LLC | 2.75% | Add +0.8% | 80,965 | $7.7M |
| Financial Advocates Investment Management | 0.54% | Add +525.1% | 81,835 | $7.7M |
| Comerica Bank | 0.03% | Add +8.7% | 79,874 | $7.6M |
| Transamerica Financial Advisors, LLC | 0.77% | Add +10.4% | 79,239 | $7.6M |
| Modern Wealth Management, LLC | 0.24% | Add +17.4% | 78,882 | $7.5M |
| IFG Advisory, LLC | 0.42% | Add +10.2% | 78,700 | $7.5M |
| Ameraudi Asset Management, Inc. | 4.24% | Add +1544.1% | 77,781 | $7.4M |
| GWN Securities Inc. | 0.41% | New | 77,108 | $7.4M |
| Meridian Management Co. | 2.27% | Add +7.5% | 76,823 | $7.3M |
| Bond & Devick Financial Network, Inc. | 2.64% | Add +147.9% | 76,221 | $7.3M |
| Kensington Asset Management, LLC | 0.76% | Reduce -2.8% | 75,620 | $7.2M |
| Horizon Investments, LLC | 0.21% | Add +3980.3% | 75,811 | $7.2M |
| Custos Family Office, LLC | 2.54% | Reduce -1.5% | 75,230 | $7.2M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +22.7% | 74,570 | $7.1M |
| Rothschild Wealth LLC | 1.99% | Add +20.4% | 74,506 | $7.1M |
| Betterment LLC | 0.02% | Add +54.2% | 73,734 | $7.0M |
| OneDigital Investment Advisors LLC | 0.08% | Add +36.0% | 72,092 | $6.9M |
| Mount Lucas Management LP | 3.22% | Add +209.3% | 71,782 | $6.8M |
| Compass Financial Group, Inc. | 3.49% | Reduce -1.7% | 71,223 | $6.8M |
| Anfield Capital Management, LLC | 2.46% | Add +7.3% | 69,986 | $6.7M |
| Leuthold Group, LLC | 0.86% | Add +53.4% | 69,157 | $6.6M |
| Jump Financial, LLC | 0.10% | Add +118.4% | 68,494 | $6.5M |
| Navellier & Associates Inc. | 0.90% | New | 69,061 | $6.5M |
| Bessemer Group Inc. | 0.01% | No change | 68,269 | $6.5M |
| Litman Gregory Wealth Management LLC | 0.56% | Reduce -0.3% | 67,900 | $6.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.60% | Add +0.5% | 67,791 | $6.5M |
| RPg Family Wealth Advisory, LLC | 1.78% | Reduce -11.9% | 65,678 | $6.3M |
| Eastern Bank | 0.12% | Reduce -87.4% | 65,268 | $6.2M |
| Tennessee Valley Asset Management Partners | 1.01% | Reduce -0.8% | 65,245 | $6.2M |
| Readystate Asset Management LP | 0.56% | New | 64,700 | $6.2M |
| Waterloo Capital, L.P. | 0.57% | Add +149.2% | 64,331 | $6.1M |
| IHT Wealth Management, LLC | 0.19% | Reduce -7.5% | 63,506 | $6.1M |
| AMG National Trust Bank | 0.17% | Add +3.8% | 63,332 | $6.0M |
| Syntax Research, Inc. | 4.12% | Add +16.8% | 62,575 | $6.0M |
| Central Pacific Bank - Trust Division | 0.86% | Add +190.7% | 62,350 | $5.9M |
| Tidal Investments LLC | 0.05% | New | 62,275 | $5.9M |
| Sanctuary Advisors, LLC | 0.04% | Add +0.9% | 61,408 | $5.9M |
| SFG Wealth Management, LLC. | 2.86% | New | 61,400 | $5.9M |
| Jones Financial Companies LLLP | 0.01% | Add +34.4% | 61,411 | $5.8M |
| Black Maple Capital Management LP | 4.56% | Add +170.4% | 60,850 | $5.8M |
| Country Club Bank | 0.39% | Add +4.5% | 60,373 | $5.7M |
| Perigon Wealth Management, LLC | 0.15% | Reduce -7.2% | 60,093 | $5.7M |
| Leavell Investment Management, Inc. | 0.28% | Add +7.1% | 59,610 | $5.7M |
| BCM Advisors, LLC | 1.26% | Add +94.7% | 58,462 | $5.5M |
| James Investment Research, Inc. | 0.70% | Reduce -0.7% | 57,728 | $5.5M |
| Clark Capital Management Group, Inc. | 0.04% | New | 57,656 | $5.5M |
| First Heartland Consultants, Inc. | 0.57% | Add +204.5% | 57,429 | $5.5M |
| Altman Advisors, Inc. | 2.52% | New | 56,837 | $5.5M |
| Legacy PCG, LLC | 3.84% | Add +294.0% | 57,109 | $5.4M |
| Summit Global Investments | 0.39% | Add +449.2% | 56,551 | $5.4M |
| Rockingstone Advisors LLC | 2.41% | Add +102.8% | 56,120 | $5.4M |
| SPC Financial, Inc. | 0.47% | Add +3.9% | 55,641 | $5.3M |
| White Pine Investment CO | 1.41% | Add +7.0% | 54,980 | $5.2M |
| Tru Independence Asset Management 2, LLC | 3.82% | Add +55.6% | 53,576 | $5.1M |
| Compound Planning, Inc. | 0.23% | Reduce -3.7% | 53,085 | $5.1M |
| DAVENPORT & Co LLC | 0.03% | Add +1.0% | 52,844 | $5.0M |
| Values First Advisors, Inc. | 2.94% | Add +3.5% | 52,796 | $5.0M |
| Evergreen Capital Management LLC | 0.17% | Add +1.8% | 52,436 | $5.0M |
| Advisory Services Network, LLC | 0.10% | Add +5.6% | 52,421 | $5.0M |
| Principal Securities, Inc. | 0.11% | No change | 54,069 | $5.0M |
| 1832 Asset Management L.P. | 0.01% | Reduce -0.5% | 52,328 | $5.0M |
| Forza Wealth Management, LLC | 2.23% | Reduce -0.1% | 52,023 | $5.0M |
| Riggs Asset Managment Co. Inc. | 1.41% | Reduce -14.1% | 51,831 | $4.9M |
| AssuredPartners Investment Advisors, LLC | 0.95% | Add +4.2% | 51,687 | $4.9M |
| Aspire Capital Advisors LLC | 1.46% | Add +8.9% | 51,241 | $4.9M |
| Alliance Wealth Advisors, LLC | 1.27% | Add +12.3% | 51,115 | $4.9M |
| One Degree Advisors Inc | 1.96% | Add +293.5% | 50,004 | $4.8M |
| M Holdings Securities, Inc. | 0.79% | Add +47.4% | 49,833 | $4.8M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +223.2% | 49,641 | $4.7M |
| IFP Advisors, Inc | 0.14% | Reduce -0.8% | 48,947 | $4.7M |
| Reyes Financial Architecture, Inc. | 3.37% | Add +133122.2% | 47,960 | $4.6M |
| Titleist Asset Management, LLC | 0.53% | Add +42.6% | 47,581 | $4.5M |
| Systelligence, LLC | 1.06% | Add +2.9% | 46,308 | $4.4M |
| Smith Salley Wealth Management | 0.29% | Add +3.2% | 45,975 | $4.4M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +12.8% | 45,906 | $4.4M |
| Fca Corp. | 1.39% | Add +1.7% | 45,627 | $4.4M |
| Checchi Capital Advisers, LLC | 0.31% | Add +293.8% | 45,536 | $4.3M |
| Transce3nd, LLC | 1.93% | Reduce -13.9% | 45,508 | $4.3M |
| Commerce Bank | 0.03% | Add +17.5% | 44,740 | $4.3M |
| Global Assets Advisory, LLC | 0.79% | New | 44,460 | $4.2M |
| DDD Partners, LLC | 0.51% | Add +21.9% | 44,239 | $4.2M |
| Mgo One Seven LLC | 0.16% | Add +2.5% | 43,853 | $4.2M |
| FreeGulliver LLC | 2.11% | Add +4.6% | 43,614 | $4.2M |
| Semmax Financial Advisors Inc. | 1.11% | Add +3.2% | 43,519 | $4.1M |
| Meridian Wealth Management, LLC | 0.20% | Reduce -1.5% | 42,772 | $4.1M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +552.2% | 42,434 | $4.1M |
| HM Payson & Co. | 0.07% | Add +9678.5% | 42,341 | $4.0M |
| United Capital Financial Advisors, LLC | 0.03% | Add +898.0% | 41,656 | $4.0M |
| Stordahl Capital Management, Inc. | 0.93% | Reduce -0.5% | 41,309 | $3.9M |
| Rossby Financial, LCC | 1.70% | New | 41,282 | $3.9M |
| Daymark Wealth Partners, LLC | 0.17% | New | 41,190 | $3.9M |
| Circle Wealth Management, LLC | 0.09% | Reduce -2.6% | 41,174 | $3.9M |
| Berkshire Asset Management LLC | 0.18% | Reduce -10.5% | 40,988 | $3.9M |
| Geneos Wealth Management Inc. | 0.13% | Reduce -4.6% | 40,131 | $3.8M |
| Koshinski Asset Management, Inc. | 0.32% | Add +21.4% | 40,041 | $3.8M |
| WealthTrak Capital Management LLC | 3.27% | Add +1.2% | 39,792 | $3.8M |
| Forte Asset Management LLC | 1.91% | Reduce -6.3% | 39,754 | $3.8M |
| Portside Wealth Group, LLC | 0.62% | Add +8.6% | 39,684 | $3.8M |
| Crabel Capital Management, LLC | 4.07% | Add +825.1% | 39,485 | $3.8M |
| Sage Advisory Services, Ltd.Co. | 2.21% | Reduce -10.1% | 39,363 | $3.8M |
| Millennium Management | 0.00% | Reduce -73.1% | 39,008 | $3.7M |
| Stephens Inc. | 0.05% | Add +4.1% | 38,865 | $3.7M |
| Ssa Swiss Advisors AG | 1.88% | — | 38,505 | $3.7M |
| Christensen, King & Associates Investment Services, Inc. | 1.73% | Reduce -3.5% | 38,590 | $3.7M |
| Synovus Financial Corp. | 0.05% | Reduce -13.8% | 38,238 | $3.6M |
| Capital Analysts, LLC | 0.14% | Add +7.7% | 38,089 | $3.6M |
| Ballew Advisors, Inc | 2.42% | Add +2.1% | 38,587 | $3.6M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -2.9% | 37,777 | $3.6M |
| Wealth Alliance, LLC | 0.43% | Add +31.6% | 37,278 | $3.6M |
| Carr Financial Group Corp | 1.16% | Add +0.7% | 37,176 | $3.5M |
| Wealthcare Capital Partners, LLC | 1.82% | Add +0.5% | 37,074 | $3.5M |
| Northern Trust Corp. | 0.00% | Reduce -65.5% | 37,058 | $3.5M |
| AE Wealth Management LLC | 0.03% | Reduce -20.0% | 36,901 | $3.5M |
| Turim 21 Investimentos Ltda. | 0.94% | New | 36,783 | $3.5M |
| JT Stratford LLC | 0.62% | Add +3.4% | 36,719 | $3.5M |
| Hantz Financial Services, Inc. | 0.06% | Reduce -74.8% | 36,664 | $3.5M |
| Verition Fund Management LLC | 0.02% | Add +240.6% | 36,611 | $3.5M |
| Keybank National Association | 0.01% | Reduce -5.9% | 35,924 | $3.4M |
| Canal Capital Management, LLC | 0.57% | Add +29.9% | 35,860 | $3.4M |
| Sykon Capital LLC | 1.30% | New | 35,770 | $3.4M |
| Signet Financial Management, LLC | 0.46% | Reduce -1.5% | 35,687 | $3.4M |
| Stablepoint Partners, LLC | 0.61% | Add +33.6% | 35,323 | $3.4M |
| Columbus Macro, LLC | 0.44% | Add +0.6% | 35,198 | $3.4M |
| Belpointe Asset Management LLC | 0.17% | Add +12.5% | 34,584 | $3.3M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.15% | Add +23.3% | 34,193 | $3.3M |
| Greatmark Investment Partners, Inc. | 0.44% | Add +0.2% | 34,161 | $3.3M |
| First National Bank of Omaha | 0.22% | No change | 34,123 | $3.3M |
| Integrated Advisors Network LLC | 0.16% | Reduce -45.8% | 34,041 | $3.2M |
| Arvest Investments, Inc. | 0.51% | Add +1.9% | 33,952 | $3.2M |
| Warner Financial, Inc. | 1.42% | Add +33.8% | 33,563 | $3.2M |
| Israel Discount Bank of New York | 2.45% | Reduce -23.3% | 33,462 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +293.4% | 33,336 | $3.2M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +293.4% | 33,336 | $3.2M |
| Vision Capital Management, Inc. | 0.45% | Reduce -2.1% | 32,911 | $3.1M |
| Integras Partners LLC | 2.99% | Reduce -18.7% | 32,740 | $3.1M |
| 1620 Investment Advisors, Inc. | 2.44% | Add +3.6% | 32,625 | $3.1M |
| Beam Wealth Advisors, Inc. | 1.05% | Reduce -11.0% | 32,591 | $3.1M |
| ORG Partners LLC | 0.79% | Reduce -14.1% | 32,343 | $3.1M |
| Dorsey Wright & Associates | 0.76% | Reduce -1.5% | 31,444 | $3.0M |
| Sigma Planning Corp | 0.10% | Add +15.0% | 31,282 | $3.0M |
| Choreo, LLC | 0.05% | Add +111.5% | 31,165 | $3.0M |
| Miller Financial Services LLC | 4.26% | Reduce -0.9% | 31,084 | $3.0M |
| Lido Advisors, LLC | 0.02% | Reduce -31.8% | 31,027 | $3.0M |
| Boltwood Capital Management | 0.90% | Reduce -11.9% | 30,967 | $3.0M |
| Global View Capital Management LLC | 1.07% | Reduce -26.0% | 30,865 | $2.9M |
| Sovran Advisors, LLC | 0.38% | Add +29.1% | 30,945 | $2.9M |
| Aptus Capital Advisors, LLC | 0.03% | Add +29.6% | 30,336 | $2.9M |
| Simplicity Wealth,LLC | 0.23% | Add +145.5% | 30,335 | $2.9M |
| Rational Advisors, Inc. | 0.30% | Add +4366.7% | 30,195 | $2.9M |
| Capula Management Ltd | 0.02% | No change | 30,000 | $2.9M |
| Krilogy Financial LLC | 0.19% | Reduce -4.4% | 29,960 | $2.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +15.8% | 29,800 | $2.8M |
| Family Firm, Inc. | 0.63% | Reduce -4.6% | 29,479 | $2.8M |
| MFA Wealth Services | 2.30% | Add +13.9% | 29,344 | $2.8M |
| Acropolis Investment Management, LLC | 0.16% | Add +12.3% | 29,010 | $2.8M |
| LFA - Lugano Financial Advisors SA | 1.87% | Reduce -2.5% | 28,863 | $2.8M |
| Almanack Investment Partners, LLC. | 0.54% | Reduce -46.6% | 28,459 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -90.8% | 28,444 | $2.7M |
| Silver Oak Securities, Incorporated | 0.25% | Reduce -9.5% | 28,324 | $2.7M |
| Bryn Mawr Trust Advisors, LLC | 0.16% | Reduce -4.2% | 28,003 | $2.7M |
| Burns Matteson Capital Management, LLC | 1.41% | Add +19.8% | 27,509 | $2.6M |
| First Citizens Bank & Trust Co. | 0.06% | Add +8.1% | 26,763 | $2.6M |
| Silverleafe Capital Partners, LLC | 0.87% | Add +2.6% | 26,498 | $2.5M |
| Cypress Capital, LLC | 0.72% | Reduce -2.1% | 26,247 | $2.5M |
| Ethos Financial Group, LLC | 0.24% | Reduce -50.1% | 26,177 | $2.5M |
| Snowden Capital Advisors LLC | 0.08% | Add +4.2% | 26,101 | $2.5M |
| National Bank of Canada | 0.00% | Reduce -92.5% | 26,230 | $2.5M |
| SevenBridge Financial Group, LLC | 0.48% | Reduce -22.5% | 26,199 | $2.5M |
| Fortitude Advisory Group L.L.C. | 1.71% | New | 25,004 | $2.4M |
| Certus Wealth Management, LLC | 1.60% | Reduce -1.9% | 25,191 | $2.4M |
| Amundi | 0.00% | No change | 24,500 | $2.4M |
| Financial Counselors Inc. | 0.04% | Add +28.4% | 24,655 | $2.4M |
| Ascentis Wealth Management, LLC | 0.73% | Reduce -33.0% | 23,891 | $2.3M |
| Asset Management Group, Inc. | 0.42% | Add +0.5% | 23,851 | $2.3M |
| Robinson Value Management, Ltd. | 1.45% | Reduce -1.6% | 23,532 | $2.2M |
| Winthrop Capital Management, LLC | 0.61% | Add +18.0% | 23,309 | $2.2M |
| Focused Wealth Management, Inc | 0.30% | Add +16.7% | 23,264 | $2.2M |
| Certior Financial Group, LLC | 1.83% | Add +1.2% | 23,207 | $2.2M |
| VestGen Investment Management | 1.64% | Add +8.9% | 22,833 | $2.2M |
| bLong Financial, LLC | 1.90% | New | 22,398 | $2.1M |
| Lighthouse Investment Partners, LLC | 0.10% | Add +5.2% | 22,361 | $2.1M |
| Strategic Blueprint, LLC | 0.12% | Add +388.3% | 22,108 | $2.1M |
| Corebridge Financial, Inc. | 0.01% | No change | 22,100 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -20.3% | 22,061 | $2.1M |
| SFE Investment Counsel | 0.42% | New | 21,824 | $2.1M |
| Wellspring Financial Advisors, LLC | 0.23% | Reduce -81.6% | 21,800 | $2.1M |
| CreativeOne Wealth, LLC | 0.06% | Add +51.5% | 21,761 | $2.1M |
| Andina Capital Management, LLC | 1.48% | Add +32.0% | 21,728 | $2.1M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -1.6% | 21,715 | $2.1M |
| ETF Store, Inc. | 2.54% | Reduce -2.5% | 21,690 | $2.1M |
| SeaBridge Investment Advisors LLC | 0.45% | Reduce -4.7% | 21,689 | $2.1M |
| CPR Investments Inc. | 1.82% | New | 21,481 | $2.0M |
| Transcend Capital Advisors, LLC | 0.15% | Reduce -4.1% | 21,325 | $2.0M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -47.8% | 21,307 | $2.0M |
| Raleigh Capital Management Inc. | 0.92% | Add +64254.6% | 21,237 | $2.0M |
| SimpliFi, Inc. | 0.93% | Add +7.2% | 21,200 | $2.0M |
| Formidable Asset Management, LLC | 0.33% | Reduce -1.6% | 20,755 | $2.0M |
| First American Trust, FSB | 0.18% | Add +0.0% | 20,601 | $2.0M |
| &partners | 0.02% | Add +28.4% | 20,455 | $1.9M |
| Q Fund Management (Hong Kong) Ltd | 2.61% | Add +11.1% | 20,000 | $1.9M |
| Wolverine Trading, LLC | 0.06% | Reduce -57.3% | 20,040 | $1.9M |
| Veridan Wealth LLC | 0.86% | Add +2.0% | 19,863 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -32.3% | 19,863 | $1.9M |
| J. Safra Sarasin Holding AG | 0.03% | Reduce -48.6% | 19,653 | $1.9M |
| Lokken Investment Group LLC | 0.79% | New | 19,543 | $1.9M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +55.1% | 19,270 | $1.8M |
| Regatta Capital Group, LLC | 0.36% | Add +4.1% | 19,233 | $1.8M |
| Fiducient Advisors LLC | 0.23% | Add +29.4% | 19,224 | $1.8M |
| Ascentis Independent Advisors | 0.36% | Reduce -20.6% | 19,171 | $1.8M |
| Sharpepoint LLC | 1.58% | New | 18,844 | $1.8M |
| Biltmore Wealth Management, LLC | 0.76% | Add +1.0% | 18,833 | $1.8M |
| ABLE Financial Group, LLC | 0.50% | Add +10.0% | 18,781 | $1.8M |
| waypoint wealth counsel | 1.12% | Add +0.3% | 18,750 | $1.8M |
| Sowell Financial Services LLC | 0.08% | Add +9.0% | 18,536 | $1.8M |
| Lewis Asset Management, LLC | 1.46% | Reduce -7.4% | 18,523 | $1.8M |
| Ibex Wealth Advisors | 0.23% | Add +0.8% | 18,521 | $1.8M |
| W1M Asset Management Ltd | 0.15% | Add +61.8% | 18,453 | $1.8M |
| Paragon Private Wealth Management, LLC | 0.81% | Reduce -10.3% | 18,378 | $1.8M |
| Wallace Advisory Group, LLC | 1.21% | Add +2.4% | 18,938 | $1.8M |
| Spectrum Strategic Capital Management, LLC | 1.09% | Add +23.0% | 18,177 | $1.7M |
| Midwest Professional Planners, LTD. | 0.53% | Add +18.1% | 17,988 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.15% | Add +34.9% | 17,893 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +8.8% | 17,427 | $1.7M |
| Picton Mahoney Asset Management | 0.06% | No change | 17,370 | $1.7M |
| Vident Advisory, LLC | 0.02% | Reduce -0.3% | 17,033 | $1.6M |
| Spreng Capital Management, Inc. | 0.76% | Reduce -12.3% | 17,014 | $1.6M |
| WealthTrust Asset Management, LLC | 1.20% | Reduce -9.4% | 16,920 | $1.6M |
| Smartleaf Asset Management LLC | 0.15% | Add +2.3% | 16,761 | $1.6M |
| Cypress Financial Planning LLC | 0.57% | Reduce -0.3% | 16,518 | $1.6M |
| ShoreHaven Wealth Partners, LLC | 0.75% | Reduce -0.4% | 16,505 | $1.6M |
| Farther Finance Advisors, LLC | 0.04% | Add +464.8% | 16,339 | $1.6M |
| Advance Capital Management, Inc. | 0.07% | Reduce -10.5% | 16,174 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +0.4% | 16,575 | $1.5M |
| Atlas Brown,Inc. | 0.53% | Reduce -1.2% | 15,929 | $1.5M |
| Fulton Breakefield Broenniman LLC | 0.11% | Reduce -1.4% | 15,817 | $1.5M |
| Leigh Baldwin & Co., LLC | 1.21% | Add +15.8% | 15,740 | $1.5M |
| Csenge Advisory Group | 0.08% | Add +509.3% | 15,804 | $1.5M |
| Cordgrass Capital Advisors, LLC | 0.43% | Add +21.0% | 15,655 | $1.5M |
| Henderson Brothers Financial Partners, LLC | 0.75% | — | 15,519 | $1.5M |
| Ascent Group, LLC | 0.06% | Add +40.4% | 15,584 | $1.5M |
| Biondo Investment Advisors, LLC | 0.21% | Add +18.4% | 15,413 | $1.5M |
| First Community Trust NA | 1.27% | No change | 15,185 | $1.4M |
| Purus Wealth Management, LLC | 0.61% | Add +5.2% | 15,121 | $1.4M |
| Matrix Trust Co | 0.24% | Add +352.7% | 15,067 | $1.4M |
| DRW Securities, LLC | 0.12% | New | 14,992 | $1.4M |
| International Assets Investment Management, LLC | 0.13% | Add +2.8% | 14,983 | $1.4M |
| Faithward Advisors, LLC | 0.24% | Add +0.3% | 14,657 | $1.4M |
| BayBridge Capital Group, LLC | 1.00% | Add +24.3% | 14,623 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -8.0% | 14,460 | $1.4M |
| Capital Asset Advisory Services LLC | 0.07% | Reduce -11.0% | 14,325 | $1.4M |
| Hilltop Holdings Inc. | 0.09% | Reduce -1.4% | 14,239 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Reduce -3.5% | 14,190 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +70.3% | 14,174 | $1.4M |
| United Asset Strategies, Inc. | 0.12% | Reduce -9.4% | 14,094 | $1.3M |
| Freedom Investment Management, Inc. | 0.11% | Reduce -6.5% | 14,041 | $1.3M |
| Continuum Advisory, LLC | 0.17% | Add +2.8% | 13,960 | $1.3M |
| Magnolia Private Wealth, LLC | 1.12% | Add +2682.7% | 197,990 | $1.3M |
| LexAurum Advisors, LLC | 0.25% | Reduce -3.4% | 13,836 | $1.3M |
| HCR Wealth Advisors | 0.17% | Reduce -25.4% | 13,820 | $1.3M |
| FFT Wealth Management LLC | 0.27% | Add +3.9% | 13,724 | $1.3M |
| 49 Wealth Management, LLC | 0.16% | Reduce -8.2% | 13,631 | $1.3M |
| Discovery Capital Management, LLC / CT | 0.16% | Add +0.5% | 13,583 | $1.3M |
| Buck Wealth Strategies, LLC | 0.24% | Reduce -84.1% | 13,579 | $1.3M |
| Rollins Financial Advisors, LLC | 0.22% | Add +61.3% | 13,333 | $1.3M |
| Kiley Juergens Wealth Management, LLC | 0.34% | Add +1.0% | 13,294 | $1.3M |
| Sound View Wealth Advisors Group, LLC | 0.10% | No change | 13,253 | $1.3M |
| Optima Capital LLC | 0.80% | New | 13,151 | $1.3M |
| WorthPointe, LLC | 0.57% | New | 13,077 | $1.2M |
| Rathbones Group PLC | 0.01% | Reduce -0.5% | 13,075 | $1.2M |
| Flagship Private Wealth, LLC | 0.59% | New | 13,037 | $1.2M |
| Hanover Advisors Inc. | 0.54% | Reduce -0.1% | 12,998 | $1.2M |
| FLP Wealth Management, LLC | 3.93% | Add +0.6% | 12,952 | $1.2M |
| J. W. Coons Advisors, LLC | 0.32% | No change | 12,844 | $1.2M |
| Kornitzer Capital Management Inc. | 0.03% | Add +5.2% | 12,745 | $1.2M |
| Cosner Financial Group, LLC | 0.73% | Reduce -2.7% | 12,520 | $1.2M |
| Legacy Wealth Managment, LLC | 0.86% | New | 12,406 | $1.2M |
| Sagespring Wealth Partners, LLC | 0.03% | Reduce -50.6% | 12,386 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | Reduce -78.0% | 12,385 | $1.2M |
| Evoke Wealth, LLC | 0.03% | Add +14.6% | 12,317 | $1.2M |
| Independent Family Office, LLC | 0.61% | Reduce -26.2% | 12,258 | $1.2M |
| Bailard, Inc. | 0.03% | Reduce -2.6% | 12,157 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -97.9% | 12,143 | $1.2M |
| Camarda Financial Advisors, LLC | 0.51% | Add +14.9% | 11,838 | $1.1M |
| Dakota Wealth Management | 0.03% | Add +1.8% | 11,674 | $1.1M |
| DMC Group, LLC | 0.91% | Add +44.9% | 11,668 | $1.1M |
| Valtrion Capital Management, LLC | 1.45% | Reduce -0.1% | 11,273 | $1.1M |
| Axis Wealth Partners, LLC | 0.77% | New | 10,970 | $1.0M |
| Wealthspire Retirement, LLC | 0.08% | New | 10,955 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -15.6% | 10,855 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -2.4% | 10,808 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -1.4% | 10,748 | $1.0M |
| Evelyn Partners Asset Management Ltd | 0.28% | Reduce -8.2% | 10,725 | $1.0M |
| WBH Advisory Inc. | 0.09% | Reduce -13.9% | 10,626 | $1.0M |
| Man Group plc | 0.00% | New | 10,624 | $1.0M |
| Dogwood Wealth Management LLC | 0.53% | Add +3.5% | 10,591 | $1.0M |
| King Wealth Management Group | 0.15% | Reduce -1.0% | 10,549 | $1.0M |
| Banque Cantonale Vaudoise | 0.04% | — | 10,538 | $1.0M |
| RiverFront Investment Group, LLC | 0.02% | Reduce -63.3% | 10,471 | $999K |
| Arkadios Wealth Advisors | 0.04% | Reduce -9.4% | 10,363 | $988K |
| Brookwood Investment Group LLC | 0.17% | — | 10,346 | $987K |
| Arrien Investments, Inc. | 0.70% | Reduce -5.1% | 10,285 | $981K |
| Prism Advisors, Inc. | 0.30% | Reduce -2.9% | 10,225 | $975K |
| WealthCare Investment Partners, LLC | 0.41% | Reduce -12.0% | 10,343 | $974K |
| PKS Advisory Services, LLC | 0.27% | New | 10,187 | $971K |
| Fortune Financial Advisors, LLC | 0.84% | Reduce -0.6% | 10,165 | $969K |
| TCP Asset Management, LLC | 0.22% | Reduce -0.8% | 10,099 | $963K |
| Clearstead Advisors, LLC | 0.01% | Add +14.7% | 10,067 | $960K |
| Flagstar Securities, Inc. | 0.24% | Add +3.6% | 10,039 | $957K |
| Roundview Capital LLC | 0.07% | Reduce -6.2% | 10,026 | $956K |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +34.1% | 10,023 | $956K |
| HUB Investment Partners, LLC | 0.04% | Reduce -3.7% | 10,008 | $954K |
| Savior LLC | 5.69% | Reduce -8.4% | 9,922 | $946K |
| Phil A. Younker & Associates, Ltd. | 0.91% | Add +2.6% | 9,705 | $926K |
| Verus Capital Partners, LLC | 0.09% | Reduce -6.2% | 9,638 | $919K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.29% | New | 6,615 | $908K |
| Independent Advisor Alliance | 0.03% | Reduce -57.1% | 9,510 | $907K |
| International Private Wealth Advisors LLC | 0.86% | Add +12.3% | 9,442 | $900K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +20.4% | 9,411 | $898K |
| Pathstone Holdings, LLC | 0.00% | Reduce -83.8% | 9,359 | $893K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -2.2% | 9,231 | $880K |
| Advisor Resource Council | 0.07% | New | 9,336 | $874K |
| TriaGen Wealth Management LLC | 0.31% | Add +15.7% | 9,150 | $873K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -82.4% | 9,132 | $871K |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -9.4% | 9,080 | $866K |
| Horan Securities, Inc. | 0.33% | Add +2.3% | 9,051 | $863K |
| Nottingham Advisors, Inc. | 0.13% | Reduce -14.8% | 9,049 | $863K |
| Cary Street Partners Financial LLC | 0.03% | Reduce -1.5% | 8,976 | $856K |
| Prentice Wealth Management LLC | 0.24% | New | 8,886 | $847K |
| Vicus Capital | 0.08% | Add +3.5% | 8,834 | $842K |
| GTS Securities LLC | 0.04% | Add +96.1% | 8,826 | $842K |
| Wedbush Securities Inc. | 0.03% | Add +48.9% | 8,795 | $839K |
| Narus Financial Partners, LLC | 0.28% | Add +0.2% | 8,652 | $825K |
| Trek Financial, LLC | 0.06% | Reduce -6.8% | 8,626 | $823K |
| Franklin Resources Inc. | 0.00% | Reduce -38.5% | 8,625 | $823K |
| Cadence Bank | 0.06% | Reduce -28.8% | 8,615 | $822K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +3.2% | 8,587 | $819K |
| SBI Securities Co., Ltd. | 0.03% | Add +5.5% | 8,482 | $809K |
| Headlands Technologies LLC | 0.09% | Add +33548.0% | 8,412 | $802K |
| Wealthspan Partners, LLC | 0.36% | Reduce -6.5% | 8,228 | $785K |
| Squarepoint Ops LLC | 0.00% | Reduce -25.5% | 8,178 | $780K |
| Crescent Grove Advisors, LLC | 0.08% | Add +130.6% | 8,146 | $777K |
| Advisors Asset Management, Inc. | 0.01% | Add +10.7% | 8,117 | $774K |
| Diversify Advisory Services, LLC | 0.05% | Add +4.7% | 8,026 | $770K |
| Legacy Private Trust Co. | 0.05% | Reduce -17.3% | 8,019 | $765K |
| Eldridge Investment Advisors, Inc. | 0.18% | New | 8,000 | $763K |
| Eagle Global Advisors LLC | 0.03% | Reduce -25.9% | 7,935 | $757K |
| Bowman & Co S.C. | 0.37% | Reduce -10.4% | 7,832 | $747K |
| Bingham Private Wealth, LLC | 0.76% | Add +4.1% | 7,745 | $739K |
| Amarillo National Bank | 0.14% | No change | 7,735 | $738K |
| Goelzer Investment Management, Inc. | 0.04% | Add +5.0% | 7,717 | $736K |
| Icon Wealth Advisors, LLC | 0.06% | Add +0.7% | 7,628 | $728K |
| Quadcap Wealth Management, LLC | 0.11% | Add +21.1% | 7,606 | $725K |
| Concorde Asset Management, LLC | 0.39% | New | 7,662 | $725K |
| Founders Financial Securities LLC | 0.06% | New | 7,557 | $722K |
| Pacifica Partners Inc. | 0.33% | Reduce -1.1% | 7,453 | $718K |
| Quadrant Private Wealth Management, LLC | 0.18% | Add +12.5% | 7,494 | $715K |
| Caliber Wealth Management, LLC / KS | 0.10% | — | 7,409 | $707K |
| Group One Trading LLC | 0.03% | Reduce -71.8% | 7,369 | $703K |
| New Wave Wealth Advisors LLC | 0.31% | Add +31647.8% | 7,302 | $696K |
| Sapient Capital LLC | 0.01% | Add +16.6% | 7,301 | $696K |
| Financial Network Wealth Advisors LLC | 0.91% | Add +241.8% | 7,232 | $690K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +95.0% | 6,982 | $666K |
| Summa Corp. | 0.38% | No change | 6,930 | $661K |
| Gryphon Financial Partners LLC | 0.10% | New | 6,916 | $660K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -14.9% | 6,873 | $655K |
| Natixis | 0.00% | Reduce -51.6% | 6,861 | $653K |
| Guidance Capital, Inc. | 0.20% | Reduce -66.3% | 6,888 | $652K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -3.9% | 6,810 | $649K |
| Rik Saylor Financial, Inc. | 0.57% | Reduce -1.6% | 6,805 | $649K |
| Fiduciary Alliance LLC | 0.06% | Add +22.2% | 6,777 | $646K |
| Brickley Wealth Management | 0.13% | No change | 6,698 | $639K |
| Cambridge Advisors Inc. | 0.14% | No change | 6,671 | $636K |
| Sig Brokerage, LP | 0.18% | No change | 6,622 | $632K |
| Patten & Patten Inc. | 0.04% | Reduce -1.8% | 6,583 | $628K |
| L.M. Kohn & Company | 0.16% | Reduce -1.9% | 6,504 | $620K |
| Harbor Investment Advisory, LLC | 0.06% | Add +437.1% | 6,504 | $620K |
| Fullerton Fund Management Co Ltd. | 0.04% | No change | 6,481 | $618K |
| TTP Investments, Inc. | 0.26% | Reduce -16.9% | 6,429 | $613K |
| JB Capital LLC | 0.03% | Add +38.5% | 6,423 | $613K |
| PFG Investments, LLC | 0.04% | Add +47.1% | 6,398 | $610K |
| Iams Wealth Management, LLC | 0.28% | Add +19.8% | 6,332 | $604K |
| KG Capital Management | 0.19% | Add +6.3% | 6,291 | $600K |
| Spirit of America Management Corp. | 0.12% | Add +0.1% | 6,255 | $597K |
| WealthShield Partners, LLC | 0.08% | Reduce -5.9% | 6,236 | $595K |
| Norden Group LLC | 0.07% | Reduce -21.4% | 6,205 | $592K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +20.9% | 6,172 | $589K |
| Klaas Financial Asset Advisors, LLC | 0.10% | Add +4.0% | 6,162 | $588K |
| MMBG Investment Advisors Co. | 0.07% | Add +3.4% | 6,099 | $582K |
| Banque Pictet & Cie SA | 0.01% | No change | 6,073 | $579K |
| E&G Advisors, LLC | 0.16% | Reduce -2.2% | 6,062 | $578K |
| Summit Financial Consulting LLC | 0.54% | — | 6,059 | $578K |
| Belvedere Trading LLC | 0.05% | Add +159.3% | 6,050 | $577K |
| M3 Advisory Group, LLC | 0.45% | No change | 6,030 | $575K |
| American Institute for Advanced Investment Management, LLP | 0.43% | Add +12.4% | 5,855 | $558K |
| 5T Wealth, LLC | 0.32% | Reduce -14.4% | 5,815 | $555K |
| American Financial Advisors, LLC | 0.08% | Add +0.5% | 5,767 | $550K |
| Realta Investment Advisors | 0.25% | Reduce -3.3% | 5,743 | $548K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 5,695 | $543K |
| Archer Investment Corp | 0.14% | Add +4.1% | 5,662 | $540K |
| GeoWealth Management, LLC | 0.02% | Reduce -44.8% | 5,630 | $537K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +100.0% | 5,570 | $531K |
| Access Financial Services, Inc. | 0.21% | Reduce -25.9% | 5,563 | $531K |
| Wealthfront Advisers LLC | 0.00% | Reduce -16.9% | 5,513 | $526K |
| Kinloch Capital, LLC | 0.25% | No change | 5,493 | $524K |
| Alerus Financial NA | 0.04% | Reduce -1.7% | 5,464 | $521K |
| Regions Financial Corp. | 0.00% | Add +13.9% | 5,464 | $521K |
| High Falls Advisors, Inc | 0.12% | Reduce -18.7% | 5,460 | $521K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.5% | 5,431 | $518K |
| AlTi Global, Inc. | 0.01% | No change | 5,373 | $512K |
| Gibbs Wealth Management | 0.12% | Reduce -0.4% | 5,337 | $509K |
| Core Wealth Partners LLC | 0.30% | Add +26.9% | 5,333 | $509K |
| Acute Investment Advisory, LLC | 2.56% | Reduce -77.0% | 5,332 | $509K |
| Etesian Wealth Advisors, Inc. | 0.22% | Reduce -10.8% | 5,286 | $504K |
| Invst, LLC | 0.07% | Reduce -4.3% | 5,267 | $502K |
| Magnus Financial Group LLC | 0.05% | Add +76.9% | 5,239 | $500K |
| Heritage Wealth Partners, LLC | 0.76% | Reduce -1.8% | 5,212 | $497K |
| Tobias Financial Advisors, Inc. | 0.10% | Reduce -98.5% | 5,177 | $494K |
| D L Carlson Investment Group Inc. | 0.09% | Add +43.8% | 5,175 | $494K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +33.8% | 5,156 | $492K |
| Endeavor Private Wealth, Inc. | 0.27% | New | 5,148 | $491K |
| Pinnacle Bancorp, Inc. | 0.16% | Add +48.3% | 5,143 | $490K |
| First Citizens Asset Management, Inc. | 0.19% | Reduce -4.1% | 5,130 | $489K |
| Opal Wealth Advisors, LLC | 0.15% | Reduce -42.9% | 5,080 | $484K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +55.6% | 5,080 | $484K |
| DKM Wealth Management, Inc. | 0.47% | Reduce -3.1% | 5,075 | $484K |
| Fiera Capital Corp | 0.00% | Add +4.3% | 5,049 | $482K |
| Ridgewood Investments LLC | 0.22% | Reduce -6.5% | 5,035 | $480K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -7.7% | 5,025 | $479K |
| Fiduciary Trust Co | 0.01% | Reduce -17.4% | 4,991 | $476K |
| Montecito Bank & Trust | 0.08% | Reduce -10.9% | 4,988 | $476K |
| Triad Wealth Partners, LLC | 0.15% | Add +70.0% | 4,974 | $474K |
| Stephens Group Asset Management, LLC | 0.04% | Reduce -28.3% | 4,895 | $467K |
| Maridea Wealth Management LLC | 0.15% | Reduce -15.6% | 4,876 | $465K |
| HB Wealth Management, LLC | 0.00% | Add +72.9% | 4,851 | $463K |
| Pacific Financial Group Inc. | 0.37% | Reduce -18.8% | 4,765 | $454K |
| Retirement Income Solutions, Inc. | 0.09% | Reduce -24.2% | 4,662 | $445K |
| Vanguard Capital Wealth Advisors | 0.54% | Add +0.6% | 4,638 | $442K |
| Good Life Advisors, LLC | 0.03% | Add +107.2% | 4,629 | $441K |
| Ignite Planners, LLC | 0.09% | New | 4,605 | $439K |
| Integrity Alliance, Llc. | 0.02% | New | 4,580 | $437K |
| Caxton Associates LLP | 0.02% | — | 4,577 | $437K |
| Boyd Watterson Asset Management LLC | 0.14% | Add +6.4% | 4,554 | $434K |
| Allianz Asset Management GmbH | 0.00% | Reduce -91.6% | 4,546 | $434K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -18.5% | 4,515 | $433K |
| Pineridge Advisors LLC | 0.17% | Reduce -98.9% | 4,517 | $431K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +4.7% | 4,502 | $429K |
| Blalock Williams, LLC | 0.48% | Add +1.7% | 4,498 | $429K |
| Private Trust Co. NA | 0.04% | Reduce -37.9% | 4,445 | $424K |
| M&T Bank Corp | 0.00% | Reduce -2.8% | 4,441 | $424K |
| CoreCap Advisors, LLC | 0.02% | Add +7.1% | 4,406 | $420K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -99.3% | 4,374 | $417K |
| Berger Financial Group, Inc | 0.03% | Reduce -2.8% | 4,343 | $414K |
| Cambiar Investors LLC | 0.02% | New | 4,313 | $411K |
| Chesley Taft & Associates LLC | 0.02% | Reduce -18.1% | 4,300 | $410K |
| Phillips Wealth Planners LLC | 0.43% | Reduce -2.7% | 4,311 | $403K |
| Carrera Capital Advisors | 0.09% | Reduce -1.8% | 4,152 | $396K |
| WESPAC Advisors, LLC | 0.32% | New | 4,135 | $394K |
| Traphagen Investment Advisors LLC | 0.04% | Reduce -30.2% | 4,126 | $393K |
| Wolverine Asset Management LLC | 0.03% | No change | 4,100 | $391K |
| Western Wealth Management, LLC | 0.03% | Reduce -38.6% | 4,084 | $389K |
| Maia Wealth LLC | 0.09% | Add +50.2% | 4,047 | $381K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -60.6% | 3,994 | $381K |
| CWC Advisors, LLC. | 0.22% | Add +10.8% | 3,993 | $381K |
| Joel Adams & Associates, Inc. | 0.34% | Add +6.6% | 3,993 | $381K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -10.9% | 3,985 | $380K |
| Westfuller Advisors, LLC | 0.25% | New | 3,959 | $378K |
| Catalyst Private Wealth, LLC | 0.18% | Reduce -9.5% | 3,939 | $376K |
| WNY Asset Management, LLC | 0.04% | Reduce -16.1% | 3,869 | $369K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -2.7% | 3,800 | $362K |
| Lunt Capital Management, Inc. | 0.13% | Reduce -21.1% | 3,736 | $356K |
| Crumly & Associates Inc. | 0.10% | No change | 3,733 | $356K |
| Noble Wealth Management PBC | 0.24% | Reduce -10.3% | 3,720 | $355K |
| Neuberger Berman Group LLC | 0.00% | Add +70.5% | 3,714 | $354K |
| Stanley-Laman Group, Ltd. | 0.05% | Add +1.4% | 3,702 | $353K |
| New Century Financial Group, LLC | 0.41% | Reduce -87.9% | 3,682 | $351K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +39.7% | 3,688 | $351K |
| TSA Wealth Managment LLC | 0.14% | Reduce -46.4% | 3,649 | $348K |
| R. W. Roge & Company, Inc. | 0.19% | Add +1.6% | 3,609 | $344K |
| Yoder Wealth Management, Inc. | 0.19% | No change | 3,615 | $343K |
| Accretive Wealth Partners, LLC | 0.12% | No change | 3,600 | $341K |
| Arizona PSPRS Trust | 0.01% | New | 3,571 | $341K |
| Insigneo Advisory Services, LLC | 0.04% | Add +13.2% | 3,557 | $339K |
| Perennial Investment Advisors, LLC | 0.04% | New | 3,497 | $333K |
| 4J Wealth Management LLC | 0.26% | Add +0.3% | 3,495 | $333K |
| Tran Capital Management, L.P. | 0.04% | No change | 3,450 | $329K |
| Woodward Diversified Capital, LLC | 0.23% | Add +43.4% | 3,444 | $328K |
| Valmark Advisers, Inc. | 0.00% | Add +1.5% | 3,386 | $323K |
| Westside Investment Management, Inc. | 0.07% | Reduce -19.6% | 3,357 | $320K |
| Rede Wealth, LLC | 0.11% | Reduce -1.9% | 3,350 | $319K |
| Parallel Advisors, LLC | 0.01% | Add +2.4% | 3,348 | $319K |
| Benjamin Edwards Inc. | 0.00% | New | 3,346 | $319K |
| F/m Investments LLC | 0.01% | Reduce -0.7% | 3,332 | $318K |
| Patten Group, Inc. | 0.07% | Reduce -5.8% | 3,307 | $315K |
| Strategy Asset Managers LLC | 0.06% | Reduce -3.2% | 3,283 | $313K |
| Intergy Private Wealth, LLC | 0.12% | Add +29.8% | 3,250 | $310K |
| Vista Investment Partners Ii, LLC | 0.17% | Reduce -15.0% | 3,245 | $309K |
| Hudson Capital Management LLC | 0.10% | Add +10.1% | 3,182 | $303K |
| Verdence Capital Advisors LLC | 0.02% | No change | 3,171 | $302K |
| City Center Advisors, LLC | 0.35% | Add +39.1% | 3,166 | $302K |
| Welch & Forbes LLC | 0.00% | No change | 3,162 | $302K |
| Signal Advisors Wealth, LLC | 0.03% | Add +0.0% | 3,161 | $302K |
| Wisconsin Capital Management LLC | 0.19% | Add +34.0% | 3,150 | $300K |
| Second Half Financial Partners, LLC | 0.15% | Reduce -14.1% | 3,139 | $299K |
| Glenview Trust Co | 0.01% | Add +35.7% | 3,130 | $299K |
| Pasadena Private Wealth, LLC | 0.06% | New | 3,095 | $295K |
| KPP Advisory Services LLC | 0.06% | Reduce -7.3% | 3,069 | $293K |
| Melfa Wealth Management, Inc. | 0.20% | New | 3,055 | $291K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +110.3% | 3,047 | $291K |
| Shayne & Jacobs, LLC | 0.07% | No change | 3,040 | $290K |
| Colton Groome Financial Advisors, LLC | 0.11% | New | 3,010 | $289K |
| SouthState Bank Corp | 0.01% | Add +1451.3% | 3,025 | $288K |
| Horst & Graben Wealth Management LLC | 0.05% | Reduce -1.4% | 3,016 | $288K |
| Regimen Wealth, LLC | 0.09% | Add +6.4% | 2,999 | $286K |
| TFB Advisors LLC | 0.08% | New | 2,991 | $285K |
| Roger Wittlin Investment Advisory, LLC | 0.17% | Add +0.6% | 2,990 | $285K |
| Investment Advisory Group, LLC | 0.10% | Reduce -21.9% | 2,982 | $284K |
| Ipsen Advisor Group LLC | 0.24% | Reduce -3.2% | 2,967 | $283K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -1.9% | 2,929 | $279K |
| FC Advisory LLC | 0.09% | Add +0.5% | 2,911 | $278K |
| Trilogy Capital Inc. | 0.01% | Add +7.6% | 2,896 | $276K |
| Harbour Investments, Inc. | 0.01% | Reduce -36.7% | 2,890 | $276K |
| Balefire, LLC | 0.09% | Add +77.5% | 2,887 | $275K |
| Forbes J M & Co. LLP | 0.03% | Add +2.5% | 2,862 | $273K |
| Good Steward Wealth Advisors,LLC | 0.25% | — | 2,828 | $270K |
| Seaview Investment Managers LLC | 0.06% | No change | 2,783 | $265K |
| Diligent Investors, LLC | 0.06% | Add +0.2% | 2,783 | $265K |
| Capital Advisors Wealth Management, LLC | 0.05% | Reduce -7.8% | 2,781 | $265K |
| Caitlin John, LLC | 0.26% | Add +0.5% | 2,769 | $264K |
| Canopy Partners, LLC | 0.10% | Reduce -68.2% | 2,737 | $261K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,686 | $256K |
| Lazari Capital Management, Inc. | 0.10% | No change | 2,674 | $255K |
| Clarity Capital Partners LLC | 0.10% | Reduce -32.3% | 2,657 | $253K |
| Bremer Bank National Association | 0.04% | No change | 2,621 | $250K |
| Stonebridge Financial Group, LLC | 0.03% | No change | 2,619 | $250K |
| Fiduciary Financial Group, LLC | 0.05% | New | 2,650 | $249K |
| GM Advisory Group, LLC | 0.01% | No change | 2,611 | $249K |
| Marcum Wealth, LLC | 0.02% | Add +4.9% | 2,574 | $245K |
| ODonnell Financial Services, LLC | 0.10% | New | 2,562 | $244K |
| Walker Asset Management, LLC | 0.15% | Reduce -1.5% | 2,545 | $243K |
| Madrona Financial Services, LLC | 0.07% | Add +1.9% | 2,538 | $242K |
| Prevail Innovative Wealth Advisors, LLC | 0.06% | Reduce -0.6% | 2,532 | $241K |
| Texas Bank & Trust Co | 0.10% | New | 2,524 | $241K |
| Creative Financial Designs Inc. | 0.02% | Reduce -0.2% | 2,513 | $240K |
| Seven Mile Advisory | 0.16% | Add +2.5% | 2,501 | $239K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 2,500 | $238K |
| Optimum Investment Advisors | 0.11% | No change | 2,450 | $234K |
| Pinnacle Wealth Management Group, Inc. | 0.16% | New | 2,446 | $233K |
| Cape Investment Advisory, Inc. | 0.09% | Reduce -17.8% | 2,418 | $231K |
| Genesis Wealth Advisors, LLC | 0.19% | No change | 2,413 | $230K |
| Camden National Bank | 0.03% | Reduce -2.0% | 2,409 | $230K |
| Plimoth Trust Co. LLC | 0.06% | New | 2,405 | $229K |
| Tower Wealth Partners, Inc. | 0.12% | Add +2.5% | 2,401 | $229K |
| Liberty Square Wealth Partners LLC | 0.09% | No change | 2,401 | $229K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 2,395 | $228K |
| Hollencrest Capital Management | 0.01% | Reduce -4.0% | 2,379 | $227K |
| Shared Vision Wealth Group LLC | 0.12% | Reduce -5.9% | 2,378 | $227K |
| Empower Advisory Group, LLC | 0.00% | Add +3.6% | 2,358 | $225K |
| Northwest Wealth Management, LLC | 0.04% | Reduce -0.1% | 2,330 | $222K |
| Copia Wealth Management | 0.21% | Add +3.5% | 2,329 | $222K |
| Retirement Planning Group, LLC | 0.01% | Add +0.3% | 2,328 | $222K |
| Brass Tax Wealth Management, Inc. | 0.05% | Reduce -2.1% | 2,327 | $222K |
| Vanguard Group Inc. | 0.00% | New | 2,320 | $221K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -6.0% | 2,313 | $221K |
| Canandaigua National Trust Co of Florida | 0.19% | New | 2,284 | $218K |
| Chemistry Wealth Management LLC | 0.05% | Reduce -49.7% | 2,280 | $217K |
| Palisade Asset Management, LLC | 0.02% | No change | 2,250 | $215K |
| Pure Financial Advisors, LLC | 0.00% | New | 2,246 | $214K |
| FDx Advisors, Inc. | 0.07% | Reduce -71.3% | 2,242 | $214K |
| Johnson Financial Group, LLC | 0.02% | New | 2,203 | $210K |
| Forefront Analytics, LLC | 0.24% | Reduce -88.5% | 2,196 | $209K |
| Dover Advisors, LLC | 0.09% | New | 2,179 | $208K |
| M.E. Allison & Co., Inc. | 0.20% | New | 2,167 | $207K |
| Busey Bank | 0.01% | No change | 2,166 | $207K |
| JCIC Asset Management Inc. | 0.09% | New | 2,145 | $205K |
| Advisory Alpha, LLC | 0.01% | New | 2,136 | $204K |
| Burke & Herbert Bank & Trust Co. | 0.05% | New | 2,117 | $202K |
| Community Bank, N.A. | 0.03% | Reduce -18.6% | 2,085 | $199K |
| Park Place Capital Corp | 0.05% | Reduce -20.0% | 2,053 | $196K |
| Caldwell Sutter Capital, Inc. | 0.09% | Add +13.8% | 2,035 | $194K |
| NBT Bank, N.A. | 0.01% | Reduce -20.5% | 1,930 | $184K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 1,891 | $180K |
| Bokf, NA | 0.00% | Reduce -9.1% | 1,796 | $171K |
| Elequin Capital, LP | 0.04% | Add +34.5% | 1,762 | $168K |
| Solstein Capital, LLC | 0.10% | No change | 1,755 | $167K |
| AlphaCore Capital LLC | 0.01% | New | 1,755 | $167K |
| Graney & King, LLC | 0.12% | Add +0.6% | 1,751 | $167K |
| UMB Bank, n.a. | 0.00% | Reduce -9.3% | 1,727 | $165K |
| Mechanics Financial Corp | 0.07% | No change | 1,710 | $163K |
| Larson Financial Group LLC | 0.01% | Reduce -50.6% | 1,630 | $155K |
| Center for Financial Planning, Inc. | 0.02% | New | 1,490 | $142K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,480 | $141K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,480 | $141K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -31.4% | 1,346 | $128K |
| Howe & Rusling Inc. | 0.01% | Reduce -34.6% | 1,346 | $128K |
| NorthRock Partners, LLC | 0.00% | Add +30.9% | 1,316 | $126K |
| Allworth Financial LP | 0.00% | Add +19.9% | 1,293 | $123K |
| Centaurus Financial, Inc. | 0.01% | Reduce -92.2% | 1,264 | $121K |
| Northwest Capital Management Inc | 0.05% | No change | 1,193 | $114K |
| Global Trust Asset Management, LLC | 0.07% | Reduce -51.1% | 1,171 | $112K |
| Mather Group, Llc. | 0.00% | Add +424.4% | 1,096 | $105K |
| Finley Financial, LLC | 0.06% | No change | 1,050 | $101K |
| Truvestments Capital LLC | 0.02% | New | 1,053 | $100K |
| Ameriflex Group, Inc. | 0.04% | No change | 1,050 | $100K |
| Lanark Financial, Inc. | 0.01% | — | 1,028 | $98K |
| Webster Bank, N. A. | 0.01% | Reduce -8.3% | 1,013 | $97K |
| Pingora Partners LLC | 0.07% | New | 1,000 | $95K |
| MCF Advisors LLC | 0.01% | No change | 990 | $94K |
| Colonial Trust Co / SC | 0.01% | Reduce -11.8% | 908 | $87K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 1,000 | $84K |
| GHP Investment Advisors, Inc. | 0.00% | Add +6.2% | 876 | $84K |
| YANKCOM Partnership | 0.05% | Add +1945.2% | 859 | $82K |
| Bellwether Advisors, LLC | 0.02% | No change | 854 | $81K |
| Cornerstone Planning Group LLC | 0.02% | Add +897.7% | 858 | $81K |
| Dunhill Financial, LLC | 0.04% | Reduce -8.1% | 832 | $79K |
| Bfsg, LLC | 0.01% | Reduce -0.1% | 814 | $78K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.5% | 771 | $74K |
| Pflug Koory, LLC | 0.04% | No change | 761 | $73K |
| Ballast Advisors LLC | 0.02% | Reduce -34.9% | 760 | $72K |
| Citizens National Bank Trust Department | 0.01% | New | 734 | $70K |
| PSI Advisors, LLC | 0.02% | Reduce -2.7% | 715 | $68K |
| Van Eck Associates Corp. | 0.00% | Add +0.3% | 708 | $68K |
| Atwood & Palmer Inc. | 0.00% | Add +136.7% | 710 | $68K |
| NWK Group, Inc. | 0.03% | Add +1.1% | 704 | $67K |
| LRI Investments, LLC | 0.01% | New | 672 | $64K |
| Grove Bank & Trust | 0.01% | New | 660 | $63K |
| CENTRAL TRUST Co | 0.00% | Reduce -26.5% | 601 | $57K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 600 | $57K |
| Bangor Savings Bank | 0.01% | Reduce -3.5% | 597 | $57K |
| Highline Wealth Partners LLC | 0.02% | Add +0.2% | 577 | $55K |
| Crewe Advisors LLC | 0.01% | No change | 570 | $54K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +1.8% | 555 | $53K |
| Beacon Capital Management, LLC | 0.01% | Add +172.9% | 554 | $53K |
| Ancora Advisors LLC | 0.00% | No change | 530 | $51K |
| Powell Investment Advisors, LLC | 0.02% | No change | 501 | $48K |
| Aventura Private Wealth, LLC | 0.02% | No change | 468 | $45K |
| Barrett & Company, Inc. | 0.02% | No change | 460 | $44K |
| Tucker Asset Management LLC | 0.01% | Add +15.3% | 459 | $44K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 458 | $44K |
| Nemes Rush Group LLC | 0.01% | Add +0.4% | 455 | $43K |
| Logan Capital Management Inc. | 0.00% | Add +5.2% | 449 | $43K |
| Morton Brown Family Wealth, LLC | 0.01% | New | 440 | $42K |
| Rothschild Investment LLC | 0.00% | Add +0.5% | 438 | $42K |
| Clearstead Trust, LLC | 0.01% | Add +5.9% | 429 | $41K |
| LGT Financial Advisors LLC | 0.12% | Reduce -8.1% | 420 | $40K |
| FSC Wealth Advisors, LLC | 0.03% | No change | 414 | $39K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 408 | $39K |
| Weaver Capital Management LLC | 0.01% | Reduce -16.7% | 394 | $38K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +4.5% | 391 | $37K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -43.5% | 377 | $36K |
| Wayfinding Financial, LLC | 0.02% | New | 377 | $35K |
| Founders Financial Alliance, LLC | 0.01% | No change | 358 | $34K |
| BankPlus Trust Department | 0.01% | No change | 335 | $32K |
| Brown Brothers Harriman & Co. | 0.00% | Add +173.9% | 326 | $31K |
| Rakuten Securities, Inc. | 0.02% | Add +8.7% | 313 | $30K |
| Trivant Custom Portfolio Group, LLC | 0.02% | Add +72.2% | 303 | $29K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.3% | 302 | $29K |
| Montag A & Associates Inc. | 0.00% | No change | 301 | $29K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -25.6% | 290 | $28K |
| Tsfg, LLC | 0.01% | Add +0.4% | 270 | $26K |
| Capital Investment Counsel, Inc | 0.00% | No change | 266 | $25K |
| Luminist Capital LLC | 0.03% | Reduce -7.7% | 264 | $25K |
| Hexagon Capital Partners LLC | 0.00% | Add +21.0% | 259 | $25K |
| Robinswood Financial LLC | 0.01% | No change | 255 | $24K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 254 | $24K |
| WASHINGTON TRUST Co | 0.00% | No change | 248 | $24K |
| Godsey & Gibb, Inc. | 0.00% | No change | 229 | $22K |
| West Branch Capital LLC | 0.01% | New | 226 | $22K |
| Versant Capital Management, Inc | 0.00% | No change | 223 | $21K |
| Aspect Partners, LLC | 0.01% | Reduce -0.9% | 220 | $21K |
| Arax Advisory Partners | 0.00% | No change | 204 | $19K |
| American National Bank & Trust | 0.00% | New | 200 | $19K |
| Addison Advisors LLC | 0.01% | No change | 192 | $18K |
| Register Financial Advisors LLC | 0.01% | No change | 190 | $18K |
| Caldwell Trust Co | 0.00% | New | 186 | $18K |
| Trust Co | 0.00% | No change | 180 | $17K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 174 | $17K |
| 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 | 0.02% | No change | 169 | $16K |
| Hurley Capital, LLC | 0.01% | No change | 157 | $15K |
| Park Square Financial Group, LLC | 0.01% | Reduce -61.2% | 154 | $15K |
| Aviso Financial Inc. | 0.00% | No change | 150 | $14K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 149 | $14K |
| Covestor Ltd | 0.01% | Add +825.0% | 148 | $14K |
| Kiker Wealth Management, LLC | 0.01% | Add +65.1% | 142 | $14K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +11.1% | 140 | $13K |
| Milestone Investment Advisors LLC | 0.00% | New | 135 | $13K |
| Richardson Financial Services Inc. | 0.01% | Add +10.9% | 132 | $13K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 130 | $12K |
| Sound Income Strategies, LLC | 0.00% | Reduce -1.5% | 130 | $12K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +8.7% | 113 | $11K |
| IAG Wealth Partners, LLC | 0.00% | New | 112 | $11K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -80.4% | 110 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 106 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -18.5% | 106 | $10K |
| Investors Research Corp | 0.00% | No change | 101 | $10K |
| Y.D. More Investments Ltd | 0.00% | No change | 100 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | Add +6.5% | 98 | $9K |
| CX Institutional | 0.00% | New | 99 | $9K |
| Rogco, LP | 0.00% | No change | 94 | $9K |
| Lord & Richards Wealth Management, LLC | 0.01% | New | 91 | $9K |
| Rise Advisors, LLC | 0.00% | Add +1.1% | 88 | $8K |
| EPG Wealth Management LLC | 0.00% | No change | 85 | $8K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -100.0% | 87 | $8K |
| Integrity Financial Corp | 0.00% | New | 80 | $8K |
| Costello Asset Management, INC | 0.00% | New | 76 | $7K |
| NewSquare Capital LLC | 0.00% | New | 75 | $7K |
| Tidemark, LLC | 0.00% | No change | 71 | $7K |
| Biltmore Family Office, LLC | 0.00% | New | 70 | $7K |
| Virtus Advisers, LLC | 0.00% | New | 68 | $6K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -91.4% | 60 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 59 | $6K |
| Fortis Group Advisors, LLC | 0.00% | No change | 54 | $5K |
| Salem Investment Counselors Inc. | 0.00% | No change | 53 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 45 | $4K |
| Motco | 0.00% | No change | 44 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 43 | $4K |
| Towne Trust Company, N.A | 0.00% | No change | 41 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $4K |
| Manchester Capital Management LLC | 0.00% | New | 34 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 34 | $3K |
| Concord Wealth Partners | 0.00% | New | 33 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 32 | $3K |
| Olistico Wealth, LLC | 0.00% | New | 27 | $3K |
| Provident Wealth Management, LLC | 0.00% | No change | 27 | $3K |
| GAMMA Investing LLC | 0.00% | Reduce -88.7% | 24 | $2K |
| Avion Wealth | 0.00% | No change | 24 | $2K |
| Smithfield Trust Co | 0.00% | No change | 27 | $2K |
| Eukles Asset Management | 0.00% | No change | 20 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 20 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -20.0% | 20 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 17 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 15 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -38.1% | 13 | $1K |
| NFSG Corp | 0.00% | No change | 12 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 9 | $858 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -98.3% | 9 | $825 |
| Stephens Consulting, LLC | 0.00% | No change | 7 | $668 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -76.2% | 5 | $494 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 5 | $477 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1 | $95 |
"% of holder's portfolio" is IEF's weight in each manager's 13F, not the share of iShares 7-10 Year Treasury B the manager owns.