iShares 3-7 Year Treasury BoIEIETF
13F holders, Q2 2024 (June 30)668holders +2
73new positions
73sold out
2famous investors
$115.71avg. 13F price*
At the end of Q2 2024, 668 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings, up 2 from Q1 2024. 73 opened new positions and 73 sold out. The largest holders were JPMorgan Chase & Co. ($1.1B), Bank of America Corp. ($656.6M) and FMR LLC ($636.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares 3-7 Year Treasury Bo
- CUSIP
- 464288661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $188.3M |
| Exits | 73 | $70.0M |
All 13F filers, Q1 2024 → Q2 2024: 10,968,568 shares bought and 5,664,085 shares sold, net +5,304,483 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 668 holders
| JPMorgan Chase & Co. | 0.09% | Reduce -1.9% | 9,396,840 | $1.1B |
| Bank of America Corp. | 0.06% | Add +10.1% | 5,686,655 | $656.6M |
| FMR LLC | 0.04% | Add +75.2% | 5,514,774 | $636.8M |
| Financial Engines Advisors L.L.C. | 1.09% | Add +1.1% | 4,251,524 | $490.9M |
| Envestnet Asset Management Inc. | 0.15% | Add +4.3% | 3,828,308 | $442.1M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +206.7% | 3,773,628 | $435.7M |
| Morgan Stanley | 0.02% | Reduce -11.8% | 2,679,960 | $309.5M |
| Truist Financial Corp. | 0.43% | Reduce -3.8% | 2,415,082 | $278.9M |
| Assetmark, Inc. | 0.80% | Add +18.3% | 2,234,529 | $258.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.90% | Reduce -11.1% | 1,832,970 | $235.5M |
| Ameriprise Financial Inc. | 0.06% | Reduce -2.3% | 1,975,169 | $228.1M |
| Janney Montgomery Scott LLC | 0.69% | Reduce -4.8% | 1,972,763 | $227.8M |
| Cerity Partners LLC | 0.59% | Reduce -23.4% | 1,893,056 | $218.6M |
| Creative Planning | 0.23% | Add +0.7% | 1,871,564 | $216.1M |
| UBS Group AG | 0.06% | Reduce -2.9% | 1,828,716 | $211.2M |
| Stifel Financial Corp. | 0.20% | Reduce -5.2% | 1,555,018 | $179.6M |
| Matson Money. Inc. | 5.70% | Add +2.1% | 1,483,152 | $171.3M |
| LPL Financial LLC | 0.08% | Add +10.8% | 1,451,347 | $167.6M |
| BlackRock Inc. | 0.00% | Add +29.5% | 1,366,855 | $157.8M |
| Wells Fargo & Company | 0.04% | Reduce -10.5% | 1,361,858 | $157.3M |
| Johnson Financial Group, Inc. | 7.36% | Add +5.2% | 1,315,330 | $151.9M |
| Tanglewood Wealth Management, Inc. | 18.50% | Add +5.8% | 1,288,470 | $148.8M |
| WestEnd Advisors, LLC | 3.75% | Reduce -1.4% | 1,255,906 | $145.0M |
| Raymond James & Associates | 0.09% | Reduce -1.8% | 1,211,223 | $139.9M |
| Royal Bank of Canada | 0.02% | Add +32.4% | 864,919 | $99.9M |
| Facet Wealth, Inc. | 2.11% | Add +10.6% | 585,931 | $68.6M |
| Bluespring Wealth Management, LLC | 6.24% | Add +3.3% | 503,054 | $58.1M |
| PNC Financial Services Group, Inc. | 0.04% | Add +3.6% | 500,047 | $57.7M |
| Victory Capital Management Inc. | 0.06% | Add +3.4% | 479,246 | $55.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 4.20% | Add +15.9% | 472,568 | $54.6M |
| Evergreen Capital Management LLC | 1.77% | Reduce -9.3% | 422,734 | $48.8M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +68.2% | 422,238 | $48.8M |
| Buckingham Strategic Wealth, LLC | 0.50% | Add +2.7% | 418,437 | $48.3M |
| Keybank National Association | 0.19% | Reduce -0.7% | 396,838 | $45.8M |
| Banco Santander, S.A. | 0.56% | Reduce -14.2% | 394,735 | $45.6M |
| Strategic Point Investment Advisors, LLC | 7.93% | Reduce -0.4% | 383,248 | $44.3M |
| Focus Partners Wealth | 0.14% | New | 362,956 | $41.9M |
| TD Private Client Wealth LLC | 1.31% | Add +15.3% | 361,324 | $41.7M |
| Synovus Financial Corp. | 0.55% | Reduce -0.6% | 357,367 | $41.3M |
| Curi Capital, LLC | 0.93% | Add +3.8% | 335,463 | $38.7M |
| Armstrong Advisory Group, Inc. | 3.39% | Add +17.1% | 331,592 | $38.3M |
| Commonwealth Equity Services, LLC | 0.06% | Add +6.9% | 306,333 | $35.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.37% | Reduce -24.8% | 305,462 | $35.3M |
| Buckingham Capital Management, Inc. | 4.21% | Reduce -0.3% | 304,742 | $35.2M |
| Rwa Wealth Partners, LLC | 0.46% | Add +560.0% | 302,459 | $34.9M |
| NorthCoast Asset Management LLC | 0.28% | Add +6957.7% | 285,274 | $33.0M |
| Cetera Investment Advisers | 0.07% | Reduce -6.2% | 277,816 | $32.1M |
| Osaic Holdings, Inc. | 0.07% | Reduce -35.4% | 271,932 | $31.4M |
| Clarity Financial LLC | 4.69% | Add +3.5% | 269,689 | $31.1M |
| DDFG, Inc | 9.03% | Add +1.8% | 253,063 | $29.2M |
| Madison Asset Management, LLC | 0.36% | Reduce -2.1% | 248,898 | $28.7M |
| High Probability Advisors, LLC | 4.99% | Add +3.9% | 238,504 | $27.5M |
| CFS Investment Advisory Services, LLC | 2.21% | New | 236,418 | $27.3M |
| AE Wealth Management LLC | 0.27% | Add +23.1% | 232,578 | $26.9M |
| Franklin Resources Inc. | 0.01% | Add +1.3% | 229,710 | $26.5M |
| Klaas Financial Asset Advisors, LLC | 4.76% | Add +11.2% | 224,948 | $26.0M |
| Trilogy Capital Inc. | 1.32% | Add +0.5% | 209,977 | $24.2M |
| Anchor Capital Advisors LLC | 0.66% | Reduce -28.4% | 202,562 | $23.4M |
| Pegasus Partners Ltd. | 2.33% | Add +61.1% | 200,179 | $23.1M |
| Toronto Dominion Bank | 0.04% | New | 200,000 | $23.1M |
| US Bancorp \de | 0.03% | Add +3.8% | 196,730 | $22.7M |
| MBL Wealth, LLC | 2.52% | Add +4.1% | 194,512 | $22.5M |
| Bank of New York Mellon Corp | 0.00% | Add +16.0% | 193,206 | $22.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +3.0% | 189,793 | $21.9M |
| Orion Porfolio Solutions, LLC | 0.23% | Add +0.9% | 186,549 | $21.5M |
| Orion Portfolio Solutions, LLC | 0.23% | Add +0.9% | 186,549 | $21.5M |
| HighTower Advisors, LLC | 0.03% | Add +3.9% | 183,984 | $21.3M |
| Strategic Wealth Partners, Ltd. | 2.09% | Add +7.6% | 173,687 | $20.1M |
| Willis Johnson & Associates, Inc. | 1.63% | Add +9.0% | 171,741 | $19.8M |
| Beacon Bank & Trust | 4.75% | Reduce -4.2% | 163,798 | $18.9M |
| First Financial Bank - Trust Division | 1.86% | Reduce -3.7% | 163,638 | $18.9M |
| Hilton Capital Management, LLC | 1.55% | Reduce -26.4% | 159,242 | $18.4M |
| CFO4Life Group, LLC | 3.46% | Reduce -0.9% | 159,120 | $18.4M |
| Juniper Hill Capital Management LP | 4.42% | No change | 153,297 | $17.7M |
| Capital Investment Services of America, Inc. | 1.71% | Add +4.0% | 153,029 | $17.7M |
| Woodmont Investment Counsel LLC | 1.37% | Add +16.7% | 144,795 | $16.7M |
| Raub Brock Capital Management LP | 3.62% | Reduce -0.1% | 143,558 | $16.6M |
| Hantz Financial Services, Inc. | 0.31% | Reduce -56.5% | 138,777 | $16.0M |
| Leavell Investment Management, Inc. | 0.87% | Add +1.5% | 136,569 | $15.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -9.8% | 136,453 | $15.8M |
| 1832 Asset Management L.P. | 0.03% | Reduce -1.2% | 134,910 | $15.6M |
| Atria Wealth Solutions, Inc. | 0.17% | Add +5.0% | 134,265 | $15.5M |
| Quadrature Capital Ltd | 0.26% | New | 133,552 | $15.4M |
| Mariner, LLC | 0.03% | Add +301.8% | 130,868 | $15.1M |
| Haverford Trust Co | 0.15% | Add +1.0% | 125,702 | $14.5M |
| Canal Capital Management, LLC | 2.35% | Reduce -4.9% | 119,387 | $13.8M |
| MML Investors Services, LLC | 0.06% | Reduce -21.4% | 118,036 | $13.6M |
| Allianz Asset Management GmbH | 0.02% | No change | 115,100 | $13.3M |
| Mirabaud & Cie SA | 4.50% | Reduce -2.5% | 114,955 | $13.3M |
| Blue Edge Capital, LLC | 2.17% | Add +3.0% | 113,661 | $13.1M |
| BNP Paribas Financial Markets | 0.01% | Add +26773.7% | 113,407 | $13.1M |
| Bond & Devick Financial Network, Inc. | 6.94% | Add +1.8% | 112,110 | $12.9M |
| M&T Bank Corp | 0.04% | Add +0.8% | 111,080 | $12.8M |
| O'shaughnessy Asset Management, LLC | 0.13% | Add +23.4% | 110,372 | $12.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.4% | 107,207 | $12.4M |
| Cabot Wealth Management Inc. | 1.60% | Add +3.6% | 105,921 | $12.2M |
| Waverly Advisors, LLC | 0.24% | Reduce -2.9% | 105,641 | $12.2M |
| RKL Wealth Management LLC | 1.16% | Add +7.1% | 103,947 | $12.0M |
| Gould Capital, LLC | 8.32% | Reduce -0.0% | 102,216 | $11.8M |
| Benjamin F. Edwards & Company, Inc. | 0.21% | Reduce -24.5% | 101,529 | $11.7M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.91% | Add +743.3% | 101,200 | $11.6M |
| Pictet Asset Management Holding SA | 0.01% | New | 99,000 | $11.4M |
| Eley Financial Management, Inc | 4.83% | Add +1.5% | 98,676 | $11.4M |
| Jmac Enterprises LLC | 2.00% | Add +629.3% | 98,574 | $11.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +0.3% | 96,474 | $11.1M |
| Citadel Advisors | 0.01% | Add +103.5% | 94,593 | $10.9M |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 93,416 | $10.8M |
| Austin Wealth Management, LLC | 2.48% | Add +3.6% | 91,010 | $10.6M |
| Wooster Corthell Wealth Management, Inc. | 2.39% | Reduce -1.8% | 91,537 | $10.6M |
| Boltwood Capital Management | 3.28% | Reduce -8.7% | 91,044 | $10.5M |
| Bank of Montreal | 0.00% | Reduce -0.1% | 89,566 | $10.4M |
| Harbour Investments, Inc. | 0.34% | Reduce -3.0% | 86,474 | $10.0M |
| Rinkey Investments | 3.56% | Add +11.3% | 85,854 | $9.9M |
| Keel Point, LLC | 0.89% | Reduce -59.0% | 83,325 | $9.9M |
| Wealthcare Capital Management LLC | 1.02% | Add +0.6% | 83,267 | $9.6M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -2.5% | 82,816 | $9.6M |
| Nisa Investment Advisors, LLC | 0.06% | New | 81,800 | $9.4M |
| Perigon Wealth Management, LLC | 0.27% | Add +2.1% | 80,121 | $9.3M |
| AMG National Trust Bank | 0.24% | Add +67.2% | 77,939 | $9.0M |
| Private Advisor Group, LLC | 0.06% | Add +5.2% | 76,454 | $8.8M |
| NewEdge Advisors, LLC | 0.06% | Reduce -12.9% | 75,891 | $8.8M |
| Corebridge Financial, Inc. | 0.05% | — | 75,200 | $8.7M |
| Checchi Capital Advisers, LLC | 0.66% | Reduce -8.5% | 72,118 | $8.3M |
| Oliver Lagore Vanvalin Investment Group | 2.33% | Add +258.1% | 70,217 | $8.1M |
| First American Trust, FSB | 0.81% | Add +26.2% | 70,001 | $8.1M |
| Pinnacle Financial Partners Inc | 0.17% | Reduce -43.8% | 68,981 | $8.0M |
| Mason & Associates Inc | 2.11% | Add +11.4% | 68,693 | $7.9M |
| Atria Investments, Inc | 0.10% | Add +0.5% | 68,376 | $7.9M |
| One Day In July LLC | 0.98% | Reduce -45.4% | 67,823 | $7.8M |
| Sollinda Capital Management LLC | 2.33% | Reduce -8.4% | 66,334 | $7.7M |
| Axxcess Wealth Management, LLC | 0.20% | Reduce -0.4% | 64,520 | $7.5M |
| First Trust Advisors LP | 0.01% | Add +39.2% | 64,258 | $7.4M |
| DAVENPORT & Co LLC | 0.05% | Add +1.1% | 62,976 | $7.3M |
| Paulson Wealth Management Inc. | 2.12% | Add +15.1% | 62,863 | $7.3M |
| Heck Capital Advisors, LLC | 0.87% | Add +8495.6% | 60,255 | $7.0M |
| James Investment Research, Inc. | 0.81% | Add +4.2% | 59,075 | $6.8M |
| Global Endowment Management, LP | 0.72% | Reduce -32.3% | 59,000 | $6.8M |
| Studio Investment Management LLC | 1.55% | Add +0.1% | 58,858 | $6.8M |
| Rehmann Capital Advisory Group | 0.49% | Reduce -21.4% | 58,706 | $6.8M |
| US Financial Advisors, LLC | 2.22% | Add +13.7% | 57,261 | $6.6M |
| Paragon Capital Management Ltd | 1.20% | Add +6.0% | 56,567 | $6.5M |
| D.A. Davidson & Co. | 0.06% | Reduce -11.3% | 55,453 | $6.4M |
| Premier Path Wealth Partners, LLC | 1.09% | Add +5.8% | 55,389 | $6.4M |
| Prudential PLC | 0.04% | Add +64.2% | 54,981 | $6.3M |
| HM Payson & Co. | 0.11% | No change | 53,905 | $6.2M |
| Diversify Advisory Services, LLC | 0.33% | Add +18.7% | 52,569 | $6.1M |
| Clearstead Advisors, LLC | 0.10% | New | 51,944 | $6.0M |
| Jane Street Group, LLC | 0.01% | Reduce -88.9% | 51,944 | $6.0M |
| Flow Traders U.S. LLC | 0.29% | Reduce -29.4% | 50,296 | $5.8M |
| Midwest Professional Planners, LTD. | 1.93% | Add +92.9% | 49,955 | $5.8M |
| Corient Private Wealth LP | 0.01% | Add +23.0% | 48,417 | $5.6M |
| Lake Hills Wealth Management, LLC | 4.01% | Add +195.8% | 48,359 | $5.6M |
| Prudential Financial Inc. | 0.01% | Reduce -16.0% | 48,274 | $5.6M |
| Comerica Bank | 0.02% | Add +7.9% | 47,581 | $5.5M |
| Stratos Wealth Advisors, LLC | 0.27% | Add +8.0% | 47,027 | $5.4M |
| CreativeOne Wealth, LLC | 0.27% | Reduce -2.6% | 46,305 | $5.3M |
| Smith Salley Wealth Management | 0.38% | Add +1.4% | 46,227 | $5.3M |
| Great Diamond Partners, LLC | 1.25% | Reduce -2.4% | 46,012 | $5.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +5.9% | 53,698 | $5.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -42.8% | 45,579 | $5.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -23.9% | 45,199 | $5.2M |
| Gunma Bank,Ltd. | 4.33% | New | 45,000 | $5.2M |
| Opus Capital Group, LLC | 0.74% | Add +0.9% | 44,940 | $5.2M |
| Citigroup Inc. | 0.01% | Reduce -68.2% | 44,834 | $5.2M |
| United Capital Financial Advisors, LLC | 0.04% | Add +4.8% | 44,188 | $5.1M |
| GeoWealth Management, LLC | 0.22% | Reduce -13.8% | 43,289 | $5.0M |
| Tennessee Valley Asset Management Partners | 0.93% | New | 42,880 | $5.0M |
| Wrapmanager Inc. | 1.37% | Add +10.5% | 42,852 | $4.9M |
| Lloyd Advisory Services, LLC. | 2.33% | New | 42,837 | $4.9M |
| Traphagen Investment Advisors LLC | 0.52% | Reduce -35.5% | 41,577 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -75.3% | 41,275 | $4.8M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +3.2% | 41,160 | $4.8M |
| Arvest Investments, Inc. | 0.76% | Add +3.0% | 41,141 | $4.8M |
| NorthCrest Asset Manangement, LLC | 0.16% | Reduce -3.6% | 40,675 | $4.7M |
| TrinityPoint Wealth, LLC | 0.73% | Add +4.2% | 40,291 | $4.7M |
| Cinctive Capital Management LP | 0.25% | New | 40,000 | $4.6M |
| Sequent Planning LLC | 1.56% | Add +3.3% | 39,853 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | — | 39,917 | $4.5M |
| Proathlete Wealth Management LLC | 2.12% | Add +7.6% | 38,836 | $4.5M |
| New Potomac Partners, LLC | 2.36% | Add +3.4% | 37,312 | $4.3M |
| TPG Financial Advisors, LLC | 2.01% | — | 36,797 | $4.2M |
| Transcend Capital Advisors, LLC | 0.31% | Add +2.0% | 36,712 | $4.2M |
| Christensen, King & Associates Investment Services, Inc. | 2.06% | Add +11.3% | 36,241 | $4.2M |
| Avantax Advisory Services, Inc. | 0.03% | Add +91.7% | 36,057 | $4.2M |
| 9258 Wealth Management, LLC | 0.64% | Reduce -9.0% | 35,901 | $4.1M |
| Partners Capital Investment Group, LLP | 0.07% | Reduce -31.1% | 35,615 | $4.1M |
| Nations Financial Group Inc, /Ia/ | 0.33% | Reduce -2.9% | 35,343 | $4.1M |
| Center For Asset Management LLC | 2.68% | Add +621.8% | 35,144 | $4.1M |
| Pinnacle Associates Ltd. | 0.06% | Add +6.7% | 35,018 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Add +15.2% | 34,909 | $4.0M |
| Bright Futures Wealth Management, LLC. | 2.19% | Add +5.3% | 33,870 | $4.0M |
| Dynamic Advisor Solutions LLC | 0.13% | Add +22.6% | 34,865 | $4.0M |
| Confluence Investment Management LLC | 0.06% | Reduce -29.8% | 34,289 | $4.0M |
| Integrated Wealth Concepts LLC | 0.05% | Add +11.9% | 33,456 | $3.9M |
| EFG Asset Management (Americas) Corp. | 0.75% | Add +129.4% | 33,278 | $3.8M |
| Dock Street Asset Management Inc. | 0.53% | Reduce -6.2% | 32,961 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.11% | Reduce -2.8% | 32,610 | $3.8M |
| Daymark Wealth Partners, LLC | 0.17% | Add +36.2% | 32,391 | $3.7M |
| William Howard & Co Financial Advisors Inc | 3.45% | Add +0.1% | 32,337 | $3.7M |
| Centennial Wealth Advisory LLC | 1.61% | Add +20.3% | 32,161 | $3.7M |
| HSBC Holdings PLC | 0.00% | Reduce -69.9% | 31,755 | $3.7M |
| Acropolis Investment Management, LLC | 0.23% | Reduce -16.8% | 31,304 | $3.6M |
| Wealthspire Retirement, LLC | 0.30% | Add +25.1% | 30,763 | $3.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.36% | Add +7.3% | 30,554 | $3.5M |
| Sowell Financial Services LLC | 0.17% | Add +1.1% | 30,493 | $3.5M |
| Divergent Wealth Advisors | 0.68% | Add +24.7% | 30,459 | $3.5M |
| Elevated Capital Advisors, LLC | 0.98% | Add +23.3% | 30,060 | $3.5M |
| Community Trust & Investment Co. | 0.24% | Reduce -11.4% | 30,044 | $3.5M |
| Ritholtz Wealth Management | 0.11% | Add +3.0% | 29,498 | $3.4M |
| Sfmg, LLC | 0.29% | Reduce -6.6% | 29,086 | $3.4M |
| Teilinger Capital Ltd. | 1.60% | Reduce -89.2% | 29,000 | $3.3M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -4.2% | 28,771 | $3.3M |
| Mount Lucas Management LP | 1.17% | Add +20.1% | 28,503 | $3.3M |
| Retirement Income Solutions, Inc. | 0.79% | Reduce -39.2% | 28,406 | $3.3M |
| Fifth Third Bancorp | 0.01% | Reduce -9.2% | 28,371 | $3.3M |
| Camden National Bank | 0.51% | Add +7.8% | 28,366 | $3.3M |
| Trajan Wealth LLC | 0.21% | Reduce -5.7% | 28,056 | $3.2M |
| Blue Fin Capital, Inc. | 0.64% | Add +14.6% | 27,576 | $3.2M |
| Regions Financial Corp. | 0.02% | Reduce -8.7% | 27,560 | $3.2M |
| Ascent Group, LLC | 0.26% | Add +8.5% | 27,487 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.2% | 27,360 | $3.2M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -21.0% | 26,907 | $3.1M |
| Fifth Third Securities, Inc. | 0.28% | Reduce -27.8% | 26,405 | $3.0M |
| Values First Advisors, Inc. | 1.83% | Add +4.3% | 26,404 | $3.0M |
| Mgo One Seven LLC | 0.14% | Add +159.2% | 24,956 | $2.9M |
| PFG Advisors | 0.19% | Add +26.6% | 24,952 | $2.9M |
| Capital Investment Advisory Services, LLC | 0.30% | Reduce -38.1% | 24,930 | $2.9M |
| Benjamin Edwards Inc. | 0.55% | Reduce -32.9% | 24,541 | $2.8M |
| Fortune Financial Advisors, LLC | 1.72% | Add +3.8% | 24,392 | $2.8M |
| Black Maple Capital Management LP | 2.05% | New | 24,200 | $2.8M |
| Cwm, LLC | 0.01% | Reduce -59.6% | 24,173 | $2.8M |
| Advisory Services Network, LLC | 0.06% | Add +287.9% | 24,160 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | New | 23,728 | $2.7M |
| Aerodigm Wealth, LLC | 1.25% | Add +2.3% | 23,547 | $2.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +7.1% | 23,099 | $2.7M |
| Concourse Financial Group Securities, Inc. | 0.16% | Add +1.0% | 22,580 | $2.6M |
| Allworth Financial LP | 0.02% | Reduce -22.2% | 22,082 | $2.6M |
| Robinson Value Management, Ltd. | 1.79% | Add +1.2% | 22,218 | $2.6M |
| Proffitt & Goodson Inc. | 0.45% | Add +45.0% | 22,154 | $2.6M |
| Edge Wealth Management LLC | 0.53% | Add +25.8% | 21,965 | $2.5M |
| Lauer Wealth, LLC | 2.00% | Reduce -48.9% | 21,690 | $2.5M |
| Capital Investment Counsel, LLC | 0.49% | Reduce -5.8% | 21,539 | $2.5M |
| Newport Capital Group, LLC | 1.95% | — | 21,305 | $2.5M |
| National Bank of Canada | 0.00% | Reduce -91.5% | 21,301 | $2.4M |
| Burke & Herbert Bank & Trust Co. | 0.58% | New | 20,834 | $2.4M |
| Vernal Point Advisors, LLC | 1.70% | No change | 20,710 | $2.4M |
| Bryn Mawr Trust Advisors, LLC | 0.13% | Reduce -2.5% | 20,670 | $2.4M |
| Cowen and Company, LLC | 0.06% | Add +33.3% | 20,000 | $2.3M |
| Stephens Inc. | 0.04% | Reduce -1.1% | 19,990 | $2.3M |
| Sage Financial Group Inc. | 0.20% | New | 19,969 | $2.3M |
| Goldstone Financial Group, LLC | 0.46% | Add +2.6% | 19,836 | $2.3M |
| Oarsman Capital, Inc. | 0.50% | Reduce -26.9% | 19,794 | $2.3M |
| IFP Advisors, Inc | 0.09% | Reduce -4.5% | 19,632 | $2.3M |
| Carnegie Investment Counsel | 0.07% | Reduce -0.1% | 19,629 | $2.3M |
| Crabel Capital Management, LLC | 2.78% | Add +56.5% | 19,597 | $2.3M |
| ETF Store, Inc. | 2.32% | Reduce -48.4% | 19,511 | $2.3M |
| Veridan Wealth LLC | 0.90% | — | 18,867 | $2.2M |
| Titleist Asset Management, LLC | 0.34% | Add +7.5% | 19,413 | $2.2M |
| Whittier Trust Co. | 0.03% | Reduce -4.0% | 19,288 | $2.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.07% | Add +23.1% | 19,065 | $2.2M |
| Mather Group, Llc. | 0.03% | Reduce -37.2% | 18,943 | $2.2M |
| Strategic Investment Advisors / MI | 0.26% | Add +22.0% | 18,810 | $2.2M |
| Spire Wealth Management | 0.08% | Add +30.0% | 18,696 | $2.2M |
| TFB Advisors LLC | 0.70% | Add +0.6% | 18,685 | $2.2M |
| Faithward Advisors, LLC | 0.39% | Reduce -23.0% | 18,580 | $2.1M |
| Resonant Capital Advisors, LLC | 0.17% | No change | 18,225 | $2.1M |
| Jump Financial, LLC | 0.04% | New | 17,817 | $2.1M |
| Legacy Private Trust Co. | 0.15% | No change | 17,794 | $2.1M |
| Parker Financial LLC | 1.11% | Reduce -7.0% | 17,422 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Reduce -10.9% | 17,491 | $2.0M |
| D L Carlson Investment Group Inc. | 0.39% | Add +12.2% | 17,384 | $2.0M |
| Magnus Financial Group LLC | 0.23% | Add +6.1% | 17,380 | $2.0M |
| Bangor Savings Bank | 0.20% | Reduce -24.2% | 17,340 | $2.0M |
| Raymond James Trust N.A. | 0.05% | Reduce -6.2% | 17,271 | $2.0M |
| Park Edge Advisors, LLC | 0.61% | Add +81.1% | 17,227 | $2.0M |
| One Charles Private Wealth Services, LLC | 0.83% | Reduce -0.9% | 17,181 | $2.0M |
| Cascade Financial Partners, LLC | 0.26% | Add +51.2% | 17,054 | $2.0M |
| Penobscot Investment Management Company, Inc. | 0.19% | Add +2.6% | 16,841 | $1.9M |
| Lido Advisors, LLC | 0.02% | Add +37.2% | 16,531 | $1.9M |
| Regatta Capital Group, LLC | 0.41% | Add +3.0% | 16,343 | $1.9M |
| Marex Group Ltd | 0.05% | Add +437.0% | 16,109 | $1.9M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -21.8% | 15,988 | $1.8M |
| Twele Capital Management, Inc. | 0.41% | Reduce -3.4% | 15,851 | $1.8M |
| Aua Capital Management, LLC | 1.10% | Reduce -0.2% | 15,831 | $1.8M |
| Sinecera Capital, LLC | 2.40% | Add +2.9% | 15,037 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | New | 14,972 | $1.7M |
| Blueprint Investment Partners LLC | 0.37% | Reduce -15.6% | 14,808 | $1.7M |
| JPL Wealth Management, LLC | 0.83% | Add +23.4% | 14,740 | $1.7M |
| Captrust Financial Advisors | 0.01% | Reduce -2.0% | 14,735 | $1.7M |
| AlTi Global, Inc. | 0.05% | Add +151.3% | 14,597 | $1.7M |
| LGL Partners, LLC | 0.25% | Add +0.8% | 14,561 | $1.7M |
| FFT Wealth Management LLC | 0.15% | Add +0.8% | 14,561 | $1.7M |
| Brookstone Capital Management | 0.03% | Add +11.8% | 14,239 | $1.7M |
| Chesley Taft & Associates LLC | 0.08% | New | 14,242 | $1.6M |
| &partners | 0.07% | Add +65.3% | 14,123 | $1.6M |
| E&G Advisors, LLC | 0.46% | Add +456.5% | 13,572 | $1.6M |
| Global Retirement Partners, LLC | 0.05% | Add +92.2% | 13,318 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -52.8% | 13,088 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +6.7% | 12,990 | $1.5M |
| SCS Capital Management LLC | 0.03% | Reduce -25.7% | 12,861 | $1.5M |
| Motiv8 Investments LLC | 1.09% | Add +1.1% | 12,669 | $1.5M |
| SevenBridge Financial Group, LLC | 0.32% | Add +55.2% | 12,056 | $1.4M |
| Park Avenue Securities LLC | 0.02% | Add +8.8% | 12,355 | $1.4M |
| HCR Wealth Advisors | 0.20% | Add +1.7% | 12,290 | $1.4M |
| Forefront Analytics, LLC | 0.66% | Add +29.4% | 11,884 | $1.4M |
| Aveo Capital Partners, LLC | 0.16% | Add +7.6% | 11,863 | $1.4M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -37.1% | 11,855 | $1.4M |
| Cherrydale Wealth Management, LLC | 0.60% | Reduce -30.0% | 11,796 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +18.2% | 11,460 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -62.2% | 11,285 | $1.3M |
| TAP Consulting, LLC | 0.27% | Reduce -24.2% | 11,271 | $1.3M |
| Israel Discount Bank of New York | 2.06% | Reduce -32.0% | 11,184 | $1.3M |
| Commerce Bank | 0.01% | Add +1.3% | 11,102 | $1.3M |
| Simplex Trading, LLC | 0.04% | New | 10,957 | $1.3M |
| Upper Left Wealth Management, LLC | 1.14% | Reduce -1.9% | 10,928 | $1.3M |
| Martin Capital Partners, LLC | 0.50% | Add +1.1% | 10,744 | $1.2M |
| Great Lakes Retirement, Inc. | 0.17% | Reduce -8.9% | 10,441 | $1.2M |
| Becker Capital Management Inc. | 0.04% | No change | 10,400 | $1.2M |
| Vectors Research Management, LLC | 0.37% | New | 10,373 | $1.2M |
| Fiduciary Trust Co | 0.02% | Reduce -9.4% | 10,362 | $1.2M |
| J. W. Coons Advisors, LLC | 0.22% | Add +0.2% | 10,310 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +24.5% | 10,230 | $1.2M |
| Courier Capital LLC | 0.09% | New | 10,095 | $1.2M |
| Whalen Wealth Management Inc. | 0.92% | Add +15.5% | 10,042 | $1.2M |
| Warner Financial, Inc. | 0.56% | Reduce -12.5% | 10,021 | $1.2M |
| Donald L. Hagan, LLC | 0.61% | Add +19.2% | 9,898 | $1.1M |
| Pacific Wealth Management | 0.57% | Reduce -71.4% | 9,757 | $1.1M |
| Choreo, LLC | 0.02% | Add +30.2% | 9,778 | $1.1M |
| Centaurus Financial, Inc. | 0.07% | Add +419.9% | 9,712 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | Add +0.3% | 9,531 | $1.1M |
| Parkside Advisors LLC | 0.28% | Reduce -96.0% | 9,503 | $1.1M |
| UMB Bank, n.a. | 0.02% | Reduce -8.0% | 9,441 | $1.1M |
| GenWealth Group, Inc. | 0.27% | Reduce -1.4% | 9,340 | $1.1M |
| Old Mission Capital LLC | 0.03% | New | 9,302 | $1.1M |
| Peoples Bank | 0.55% | No change | 9,256 | $1.1M |
| NBT Bank, N.A. | 0.08% | No change | 9,230 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +19.8% | 8,977 | $1.0M |
| Idaho Trust Co | 0.52% | New | 8,876 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +4.0% | 8,783 | $1.0M |
| Hara Capital LLC | 0.64% | No change | 8,666 | $1.0M |
| Wunderlich Capital Managemnt | 0.44% | Add +6.1% | 8,620 | $995K |
| Horan Securities, Inc. | 0.43% | Add +1.0% | 8,570 | $990K |
| Pacific Financial Group Inc. | 0.69% | Reduce -13.7% | 8,392 | $969K |
| Bokf, NA | 0.02% | No change | 8,365 | $966K |
| Financial Management Network Inc. | 0.23% | New | 8,332 | $965K |
| Cornerstone Wealth Group, LLC | 0.09% | Add +37.9% | 8,315 | $960K |
| Moulton Wealth Management, Inc. | 0.87% | Reduce -34.1% | 8,251 | $956K |
| Northwest Wealth Management, LLC | 0.24% | Reduce -14.4% | 8,166 | $943K |
| Birchcreek Wealth Management, LLC | 0.53% | Add +142.4% | 8,139 | $940K |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +0.6% | 8,094 | $935K |
| Simplicity Wealth,LLC | 0.02% | Reduce -9.4% | 8,084 | $934K |
| Optivise Advisory Services LLC | 0.49% | — | 7,912 | $914K |
| Napa Wealth Management | 0.61% | New | 7,798 | $900K |
| Searle & Co. | 0.21% | Add +3.5% | 7,759 | $896K |
| Columbus Macro, LLC | 0.33% | Add +0.2% | 7,432 | $859K |
| Blair William & Co. | 0.00% | Add +1.5% | 7,405 | $855K |
| IFG Advisory, LLC | 0.05% | New | 7,240 | $836K |
| Jacobi Capital Management LLC | 0.07% | Add +38.2% | 7,238 | $836K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -62.2% | 7,200 | $831K |
| MorganRosel Wealth Management, LLC | 0.28% | Reduce -6.5% | 6,901 | $797K |
| Tranquilli Financial Advisor LLC | 0.53% | Add +3.7% | 6,944 | $797K |
| Brighton Jones LLC | 0.03% | Reduce -1.9% | 6,863 | $793K |
| BNP Paribas | 0.04% | Add +16.2% | 6,850 | $791K |
| Principal Securities, Inc. | 0.02% | Add +32.1% | 6,721 | $776K |
| NorthRock Partners, LLC | 0.03% | Reduce -59.5% | 6,676 | $771K |
| Ogorek Anthony Joseph /NY/ | 0.27% | Reduce -14.2% | 6,635 | $766K |
| Noble Family Wealth, LLC | 0.22% | Reduce -5.2% | 6,595 | $762K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -9.2% | 6,585 | $760K |
| MAS Advisors LLC | 1.79% | Add +2.8% | 6,522 | $753K |
| Country Club Bank | 0.05% | Reduce -22.3% | 6,248 | $723K |
| Compound Planning, Inc. | 0.05% | New | 6,223 | $719K |
| S. R. Schill & Associates | 0.31% | Add +7.0% | 6,184 | $714K |
| Ethos Financial Group, LLC | 0.13% | No change | 6,135 | $708K |
| Alera Investment Advisors, LLC | 0.08% | New | 6,072 | $701K |
| Axiom Advisory, LLC | 0.01% | New | 6,085 | $697K |
| Summit Wealth Partners, LLC | 0.14% | Add +1.4% | 6,031 | $696K |
| Arete Wealth Advisors, LLC | 0.06% | New | 6,020 | $695K |
| Rockland Trust Co. | 0.04% | Add +1.4% | 5,985 | $691K |
| West Paces Advisors Inc. | 0.18% | Reduce -24.0% | 5,944 | $686K |
| Mutual Advisors, LLC | 0.02% | Add +2.9% | 5,749 | $672K |
| Shelton Wealth Management, LLC | 0.40% | Reduce -23.3% | 5,804 | $670K |
| Cooper Financial Group | 0.10% | Add +30.9% | 5,800 | $670K |
| Savant Capital, LLC | 0.01% | New | 5,695 | $658K |
| Sandy Spring Bank | 0.03% | Add +21.4% | 5,692 | $657K |
| Betterment LLC | 0.00% | Add +1.1% | 5,666 | $654K |
| Coppell Advisory Solutions LLC | 0.11% | — | 5,660 | $654K |
| Rede Wealth, LLC | 0.60% | Reduce -1.0% | 5,602 | $647K |
| Banque Pictet & Cie SA | 0.01% | No change | 5,570 | $643K |
| Pitcairn Co. | 0.04% | No change | 5,535 | $639K |
| Farther Finance Advisors, LLC | 0.03% | Add +0.7% | 5,555 | $637K |
| Alhambra Investment Management LLC | 0.34% | Reduce -29.4% | 5,371 | $620K |
| Summa Corp. | 0.30% | No change | 5,370 | $620K |
| Roberts Financial Services LLC | 0.12% | Reduce -5.9% | 5,330 | $615K |
| Trivium Point Advisory, LLC | 0.09% | New | 5,257 | $607K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -8.2% | 5,256 | $607K |
| Bfsg, LLC | 0.08% | No change | 5,247 | $606K |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 5,187 | $599K |
| Channel Wealth LLC | 0.22% | Add +0.8% | 5,153 | $595K |
| Omega Financial Group, LLC | 0.24% | Add +0.8% | 5,128 | $592K |
| Phoenix Financial Ltd. | 0.01% | No change | 5,035 | $581K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +5.5% | 5,028 | $581K |
| Crewe Advisors LLC | 0.06% | Add +24.0% | 5,005 | $578K |
| Stephens Group Asset Management, LLC | 0.05% | Add +9.6% | 4,976 | $575K |
| Camarda Financial Advisors, LLC | 0.22% | Reduce -49.8% | 4,936 | $570K |
| Argent Advisors, Inc. | 0.22% | Reduce -2.7% | 4,896 | $565K |
| Pathstone Holdings, LLC | 0.00% | Reduce -10.1% | 4,895 | $565K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -52.7% | 4,835 | $558K |
| Park Place Capital Corp | 0.18% | Reduce -2.8% | 4,783 | $552K |
| Element Wealth, LLC | 0.31% | Add +0.7% | 4,729 | $546K |
| Guerra Pan Advisors, LLC | 0.45% | No change | 4,669 | $539K |
| AlphaMark Advisors, LLC | 0.19% | Add +56.6% | 4,620 | $533K |
| Midland Wealth Advisors, LLC | 0.03% | Add +1.3% | 4,573 | $528K |
| New Century Financial Group, LLC | 0.22% | Reduce -50.8% | 4,565 | $527K |
| RMR Wealth Builders | 0.06% | No change | 4,500 | $520K |
| CW Advisors, LLC | 0.01% | Add +1.0% | 4,487 | $518K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -12.0% | 4,465 | $517K |
| Walkner Condon Financial Advisors LLC | 0.11% | Reduce -2.0% | 4,399 | $508K |
| Wolverine Trading, LLC | 0.01% | Add +53.1% | 4,352 | $503K |
| Deutsche Bank AG | 0.00% | No change | 4,345 | $502K |
| Sachem Hill LLC | 0.11% | Add +12.6% | 4,333 | $500K |
| Riggs Asset Managment Co. Inc. | 0.15% | Reduce -45.6% | 4,299 | $496K |
| Flputnam Investment Management Co. | 0.01% | Reduce -83.7% | 4,292 | $496K |
| AlphaCentric Advisors LLC | 0.36% | Add +29.1% | 4,186 | $483K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +18.3% | 4,173 | $482K |
| HRT Financial LP | 0.00% | Add +29.0% | 4,155 | $479K |
| PFG Investments, LLC | 0.03% | Reduce -15.8% | 4,104 | $474K |
| Jackson Thornton Wealth Management, LLC | 0.07% | No change | 4,088 | $472K |
| Empower Advisory Group, LLC | 0.00% | Reduce -10.3% | 3,971 | $459K |
| Kathleen S. Wright Associates Inc. | 0.21% | Reduce -9.9% | 3,960 | $457K |
| Gradient Investments LLC | 0.01% | Add +16400.0% | 3,960 | $457K |
| Valmark Advisers, Inc. | 0.01% | Reduce -8.1% | 3,932 | $454K |
| Renasant Bank | 0.31% | Reduce -3.1% | 3,912 | $452K |
| Western Wealth Management, LLC | 0.03% | Reduce -0.6% | 3,881 | $448K |
| PrairieView Partners, LLC | 0.05% | Add +1.1% | 3,872 | $447K |
| Level Four Advisory Services, LLC | 0.02% | Add +39.7% | 3,849 | $445K |
| Members Trust Co | 0.01% | Add +5.5% | 3,845 | $444K |
| Fiduciary Alliance LLC | 0.07% | Reduce -28.6% | 3,847 | $442K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -6.2% | 3,798 | $439K |
| WNY Asset Management, LLC | 0.06% | Reduce -13.2% | 3,751 | $433K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -2.0% | 3,699 | $427K |
| Valley Wealth Managers, Inc. | 0.03% | Reduce -2.2% | 3,588 | $414K |
| Tudor Investment Corporation | 0.00% | New | 3,582 | $414K |
| HBW Advisory Services LLC | 0.07% | Reduce -59.3% | 3,553 | $410K |
| Southeast Asset Advisors, LLC | 0.05% | No change | 3,550 | $410K |
| Roble, Belko & Company, Inc | 0.07% | Add +165.0% | 3,429 | $396K |
| Confluence Wealth Services, Inc. | 0.03% | Add +84.2% | 3,403 | $393K |
| Csenge Advisory Group | 0.02% | Reduce -8.2% | 3,395 | $392K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,385 | $391K |
| Tsfg, LLC | 0.09% | Add +118.3% | 3,381 | $390K |
| Adams Wealth Management | 0.09% | Reduce -15.1% | 3,351 | $387K |
| CacheTech Inc. | 0.09% | — | 3,351 | $387K |
| Vista Capital Partners, Inc. | 0.05% | No change | 3,349 | $387K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -16.2% | 3,345 | $386K |
| Prospera Financial Services Inc | 0.01% | Reduce -32.1% | 3,334 | $385K |
| Forte Asset Management LLC | 0.22% | Add +30.0% | 3,250 | $375K |
| Charles Schwab Trust Co | 0.03% | Reduce -3.5% | 3,244 | $375K |
| Belpointe Asset Management LLC | 0.03% | Reduce -9.3% | 3,232 | $373K |
| Petra Financial Advisors Inc. | 0.27% | No change | 3,206 | $370K |
| Royal Fund Management, LLC | 0.05% | Add +34.6% | 3,175 | $367K |
| Aries Wealth Management | 0.11% | No change | 3,147 | $363K |
| Bellecapital International Ltd. | 0.08% | No change | 3,112 | $359K |
| StoneX Group Inc. | 0.03% | New | 3,108 | $359K |
| Bigelow Investment Advisors, LLC | 0.17% | Reduce -2.9% | 3,073 | $355K |
| Regal Investment Advisors LLC | 0.02% | Reduce -41.4% | 3,058 | $353K |
| IHT Wealth Management, LLC | 0.01% | Reduce -20.9% | 3,050 | $352K |
| EP Wealth Advisors, LLC | 0.00% | Add +23.0% | 3,009 | $347K |
| Woodward Diversified Capital, LLC | 0.20% | Reduce -29.0% | 3,005 | $347K |
| Robinswood Financial LLC | 0.14% | Reduce -0.2% | 3,005 | $347K |
| Stanley-Laman Group, Ltd. | 0.05% | Add +27.9% | 2,973 | $343K |
| Townsquare Capital LLC | 0.00% | Add +9.4% | 2,965 | $342K |
| Sigma Planning Corp | 0.01% | Add +14.3% | 2,960 | $342K |
| Bank of Hawaii | 0.02% | No change | 2,927 | $338K |
| Principle Wealth Partners LLC | 0.03% | No change | 2,906 | $336K |
| Chemistry Wealth Management LLC | 0.09% | Reduce -8.7% | 2,877 | $332K |
| Value Partners Investments Inc. | 0.03% | No change | 2,862 | $330K |
| Scotia Capital Inc. | 0.00% | No change | 2,842 | $328K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,842 | $328K |
| Unconventional Investor, LLC | 0.23% | Reduce -0.8% | 2,837 | $328K |
| Arkadios Wealth Advisors | 0.02% | Add +17.5% | 2,765 | $319K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 2,739 | $316K |
| WestHill Financial Advisors, Inc. | 0.08% | No change | 2,703 | $312K |
| Fiducient Advisors LLC | 0.04% | New | 2,626 | $303K |
| Busey Bank | 0.01% | No change | 2,565 | $296K |
| Ascentis Independent Advisors | 0.06% | — | 2,556 | $295K |
| Innealta Capital, LLC | 0.10% | Add +9.4% | 2,555 | $295K |
| Wedbush Securities Inc. | 0.01% | New | 2,543 | $294K |
| REDW Wealth LLC | 0.08% | No change | 2,538 | $293K |
| Independent Financial Group, LLC | 0.01% | Reduce -6.6% | 2,526 | $292K |
| Hill Island Financial LLC | 0.10% | Add +0.8% | 2,520 | $291K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -50.9% | 2,512 | $290K |
| Private Trust Co. NA | 0.03% | Reduce -25.1% | 2,492 | $288K |
| Patten Group, Inc. | 0.07% | New | 2,470 | $285K |
| Acas, LLC | 0.25% | Add +18.1% | 2,404 | $283K |
| Accurate Wealth Management, LLC | 0.07% | New | 2,428 | $283K |
| St Germain D J Co. Inc. | 0.01% | Add +147.3% | 2,436 | $281K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -36.8% | 2,396 | $277K |
| Certuity, LLC | 0.02% | Add +1.7% | 2,326 | $269K |
| HUB Investment Partners, LLC | 0.01% | Reduce -0.9% | 2,267 | $262K |
| Successful Portfolios LLC | 0.18% | No change | 2,266 | $262K |
| Wealth Effects LLC | 0.09% | Reduce -18.6% | 2,266 | $262K |
| Ashton Thomas Securities, LLC | 0.06% | — | 2,227 | $259K |
| Hilltop Holdings Inc. | 0.03% | New | 2,214 | $256K |
| Foundations Investment Advisors, LLC | 0.01% | Add +7.8% | 2,203 | $254K |
| Pacific Sage Partners, LLC | 0.06% | Reduce -35.5% | 2,182 | $252K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -14.7% | 2,181 | $252K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,175 | $251K |
| First United Bank & Trust | 0.09% | Reduce -4.8% | 2,149 | $248K |
| Trustco Bank Corp. N Y | 0.26% | No change | 2,140 | $247K |
| Citizens Financial Group Inc. | 0.01% | New | 2,105 | $243K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -3.8% | 2,101 | $243K |
| My Personal CFO, LLC | 0.13% | No change | 2,096 | $242K |
| Napatree Capital LLC | 0.19% | No change | 2,068 | $239K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -3.9% | 2,065 | $238K |
| Flagstar Securities, Inc. | 0.06% | Add +0.6% | 2,039 | $235K |
| Tobias Financial Advisors, Inc. | 0.05% | No change | 2,037 | $235K |
| Flagstone Financial Management | 0.09% | No change | 2,034 | $235K |
| Legacy Capital Group California, Inc. | 0.08% | Reduce -10.7% | 2,030 | $234K |
| CVA Family Office, LLC | 0.04% | Add +9.2% | 2,025 | $234K |
| Interactive Financial Advisors, Inc. | 0.13% | Add +2.5% | 2,012 | $232K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 1,977 | $228K |
| Atlantic Union Bankshares Corp | 0.01% | New | 1,964 | $227K |
| Significant Wealth Partners LLC | 0.13% | Add +0.8% | 1,955 | $226K |
| Mittelman Wealth Management | 0.14% | Reduce -18.6% | 1,930 | $223K |
| My Legacy Advisors, LLC | 0.07% | Add +0.5% | 1,928 | $223K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -27.3% | 1,893 | $219K |
| KFG Wealth Management, LLC | 0.09% | No change | 1,880 | $217K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,878 | $217K |
| International Assets Investment Management, LLC | 0.02% | Reduce -10.6% | 1,869 | $216K |
| Insigneo Advisory Services, LLC | 0.02% | New | 1,798 | $214K |
| United Bank | 0.11% | New | 1,846 | $213K |
| Morton Brown Family Wealth, LLC | 0.08% | Reduce -39.4% | 1,827 | $213K |
| Caldwell Sutter Capital, Inc. | 0.11% | Add +6.6% | 1,842 | $213K |
| Crescent Grove Advisors, LLC | 0.02% | New | 1,840 | $212K |
| Visionary Wealth Advisors | 0.01% | Reduce -21.3% | 1,830 | $211K |
| Greenspring Advisors, LLC | 0.05% | No change | 1,823 | $211K |
| Core Wealth Partners LLC | 0.14% | Reduce -0.6% | 1,803 | $208K |
| BSW Wealth Partners | 0.03% | Reduce -72.8% | 1,801 | $208K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 1,784 | $206K |
| Evercore Wealth Management, LLC | 0.00% | No change | 1,760 | $203K |
| Creative Financial Designs Inc. | 0.02% | Add +20.9% | 1,758 | $203K |
| Iams Wealth Management, LLC | 0.11% | Reduce -55.0% | 1,749 | $202K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -10.1% | 1,749 | $202K |
| Gleason Group, Inc. | 0.04% | New | 1,713 | $198K |
| Stelac Advisory Services LLC | 0.08% | No change | 1,639 | $189K |
| Investors Research Corp | 0.04% | Reduce -25.3% | 1,424 | $164K |
| Concord Wealth Partners | 0.03% | No change | 1,328 | $153K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -64.2% | 1,296 | $150K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -1.4% | 1,249 | $144K |
| Ridgewood Investments LLC | 0.07% | New | 1,222 | $141K |
| DT Investment Partners, LLC | 0.01% | Reduce -0.3% | 1,167 | $135K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | New | 1,158 | $133K |
| CIBC Private Wealth Group LLC | 0.00% | Add +13.4% | 1,125 | $130K |
| Capital Analysts, LLC | 0.01% | Add +1398.7% | 1,124 | $130K |
| CNB Bank | 0.06% | New | 1,113 | $129K |
| WR Wealth Planners, LLC | 0.04% | Add +5.8% | 1,107 | $128K |
| Balefire, LLC | 0.04% | Reduce -35.3% | 1,087 | $126K |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,042 | $120K |
| Wolff Wiese Magana LLC | 0.09% | New | 1,004 | $116K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 988 | $114K |
| Wit, LLC | 3.21% | Add +4.9% | 923 | $107K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 850 | $98K |
| Rain Capital Management, LLC | 0.06% | Add +0.3% | 798 | $91K |
| Montag A & Associates Inc. | 0.00% | No change | 764 | $88K |
| Jones Financial Companies LLLP | 0.00% | Add +840.7% | 762 | $88K |
| Geneos Wealth Management Inc. | 0.00% | No change | 748 | $86K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 712 | $82K |
| Family Asset Management, LLC | 0.05% | Reduce -29.8% | 705 | $81K |
| MCF Advisors LLC | 0.01% | Reduce -16.2% | 704 | $81K |
| Clearstead Trust, LLC | 0.02% | New | 701 | $81K |
| Elevate Wealth Advisory, Inc. | 0.07% | No change | 698 | $81K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -15.8% | 686 | $79K |
| Trust Co. of Vermont | 0.00% | No change | 650 | $75K |
| Cordgrass Capital Advisors, LLC | 0.02% | Reduce -33.9% | 640 | $74K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 640 | $74K |
| Parallel Advisors, LLC | 0.00% | No change | 619 | $71K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.3% | 592 | $68K |
| Northwest Capital Management Inc | 0.02% | Reduce -13.2% | 568 | $66K |
| Cornerstone Planning Group LLC | 0.02% | No change | 541 | $64K |
| Blue Trust, Inc. | 0.00% | No change | 530 | $61K |
| Larson Financial Group LLC | 0.00% | Add +0.0% | 499 | $58K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 477 | $55K |
| Y.D. More Investments Ltd | 0.01% | No change | 450 | $52K |
| Continuum Advisory, LLC | 0.01% | No change | 447 | $52K |
| MidAtlantic Capital Management, Inc. | 0.04% | No change | 441 | $51K |
| Addison Advisors LLC | 0.02% | New | 435 | $50K |
| TCTC Holdings, LLC | 0.00% | No change | 429 | $50K |
| Ancora Advisors LLC | 0.00% | No change | 425 | $49K |
| 1620 Investment Advisors, Inc. | 0.04% | New | 391 | $45K |
| Private Ocean, LLC | 0.00% | No change | 379 | $44K |
| Nemes Rush Group LLC | 0.01% | Add +5.2% | 366 | $42K |
| Signaturefd, LLC | 0.00% | Add +117.1% | 356 | $41K |
| Central Bank & Trust Co. | 0.01% | No change | 349 | $40K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 341 | $39K |
| Rothschild Investment LLC | 0.00% | Add +867.6% | 329 | $38K |
| Lanark Financial, Inc. | 0.00% | Reduce -23.5% | 325 | $37K |
| WealthShield Partners, LLC | 0.01% | No change | 297 | $34K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1.9% | 276 | $32K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -23.8% | 231 | $27K |
| Family Manage LLC | 0.00% | No change | 226 | $26K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -47.2% | 224 | $26K |
| Barrett & Company, Inc. | 0.01% | Reduce -45.0% | 220 | $25K |
| Tortoise Investment Management, LLC | 0.00% | No change | 220 | $25K |
| Hexagon Capital Partners LLC | 0.01% | No change | 219 | $25K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 218 | $25K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -74.7% | 205 | $24K |
| Castleview Partners, LLC | 0.01% | Add +21.4% | 204 | $24K |
| Capital Investment Counsel, Inc | 0.00% | New | 204 | $24K |
| Bray Capital Advisors | 0.01% | No change | 200 | $23K |
| Pacifica Partners Inc. | 0.01% | Reduce -33.3% | 200 | $23K |
| Tucker Asset Management LLC | 0.00% | Add +611.1% | 192 | $22K |
| Godsey & Gibb, Inc. | 0.00% | No change | 190 | $22K |
| Caitlin John, LLC | 0.02% | No change | 179 | $21K |
| Tyler-Stone Wealth Management | 0.01% | No change | 167 | $19K |
| Arax Advisory Partners | 0.00% | No change | 165 | $19K |
| Tompkins Financial Corp. | 0.00% | No change | 157 | $18K |
| Breakwater Investment Management | 0.01% | No change | 152 | $18K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | No change | 144 | $17K |
| Realta Investment Advisors | 0.00% | No change | 143 | $17K |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | New | 143 | $17K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 136 | $16K |
| Opal Wealth Advisors, LLC | 0.01% | New | 135 | $16K |
| Bank of New Hampshire | 0.00% | No change | 134 | $15K |
| Versant Capital Management, Inc | 0.00% | No change | 131 | $15K |
| Coston, McIsaac & Partners | 0.00% | No change | 138 | $15K |
| Howe & Rusling Inc. | 0.00% | No change | 116 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 111 | $13K |
| Empirical Asset Management, LLC | 0.00% | New | 12,495 | $12K |
| Trivant Custom Portfolio Group, LLC | 0.01% | No change | 102 | $12K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 102 | $12K |
| Wetzel Investment Advisors, Inc. | 0.01% | Reduce -80.2% | 96 | $11K |
| Avion Wealth | 0.00% | New | 101 | $11K |
| Tidemark, LLC | 0.00% | Reduce -51.1% | 89 | $10K |
| Caldwell Trust Co | 0.00% | No change | 88 | $10K |
| Creekmur Asset Management LLC | 0.00% | New | 87 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -44.4% | 85 | $10K |
| GAMMA Investing LLC | 0.00% | Add +18.8% | 82 | $9K |
| Founders Financial Alliance, LLC | 0.00% | No change | 81 | $9K |
| Avior Wealth Management, LLC | 0.00% | New | 71 | $8K |
| Pineridge Advisors LLC | 0.00% | Reduce -19.0% | 64 | $7K |
| Webster Bank, N. A. | 0.00% | No change | 60 | $7K |
| Hobbs Group Advisors, LLC | 0.00% | — | 55 | $6K |
| Armor Investment Advisors, LLC | 0.00% | No change | 54 | $6K |
| Richardson Financial Services Inc. | 0.00% | Reduce -66.0% | 51 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 50 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 45 | $5K |
| PSI Advisors, LLC | 0.00% | Add +428.6% | 37 | $4K |
| Chesapeake Asset Management LLC | 0.00% | New | 36 | $4K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 35 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 34 | $4K |
| Archer Investment Corp | 0.00% | No change | 34 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 32 | $4K |
| Smithfield Trust Co | 0.00% | New | 22 | $3K |
| WASHINGTON TRUST Co | 0.00% | Reduce -26.5% | 25 | $3K |
| Smartleaf Asset Management LLC | 0.00% | New | 24 | $3K |
| Family Firm, Inc. | 0.00% | New | 22 | $3K |
| ORG Partners LLC | 0.00% | New | 21 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -13.6% | 19 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 17 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | Reduce -95.8% | 14 | $2K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -16.7% | 5 | $609 |
| Beacon Capital Management, LLC | 0.00% | No change | 5 | $577 |
| Sound Income Strategies, LLC | 0.00% | Reduce -95.7% | 5 | $577 |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 4 | $462 |
| First Command Advisory Services, Inc. | 0.00% | No change | 4 | $462 |
| Independence Bank of Kentucky | 0.00% | No change | 3 | $346 |
| Key Financial Inc | 0.00% | No change | 3 | $346 |
| Gen-Wealth Partners Inc | 0.00% | Reduce -90.9% | 1 | $144 |
| Strategic Financial Concepts, LLC | 0.00% | New | 14,521 | $124 |
"% of holder's portfolio" is IEI's weight in each manager's 13F, not the share of iShares 3-7 Year Treasury Bo the manager owns.