iShares 3-7 Year Treasury BoIEIETF
13F holders, Q2 2025 (June 30)771holders −2
75new positions
78sold out
2famous investors
$119.09avg. 13F price*
At the end of Q2 2025, 771 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings, down 2 from Q1 2025. 75 opened new positions and 78 sold out. The largest holders were JPMorgan Chase & Co. ($1.4B), Bank of America Corp. ($809.0M) and Invesco Ltd. ($511.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $222.5M |
| Exits | 78 | $185.3M |
All 13F filers, Q1 2025 → Q2 2025: 9,122,257 shares bought and 13,549,500 shares sold, net −4,427,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 771 holders
| JPMorgan Chase & Co. | 0.10% | Reduce -1.1% | 11,989,618 | $1.4B |
| Bank of America Corp. | 0.07% | Reduce -12.1% | 6,793,031 | $809.0M |
| Invesco Ltd. | 0.09% | Reduce -32.9% | 4,292,100 | $511.1M |
| Financial Engines Advisors L.L.C. | 0.95% | Reduce -2.0% | 4,017,315 | $478.4M |
| Captrust Financial Advisors | 0.97% | Add +4.0% | 3,650,688 | $434.8M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -10.2% | 3,364,973 | $400.7M |
| Morgan Stanley | 0.02% | Reduce -4.1% | 3,034,684 | $361.4M |
| Ameriprise Financial Inc. | 0.08% | Add +11.8% | 2,741,689 | $327.1M |
| Assetmark, Inc. | 0.72% | Add +10.9% | 2,546,361 | $303.2M |
| Wit, LLC | 7.30% | Reduce -48.5% | 2,471,852 | $294.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.87% | Add +1.2% | 2,450,141 | $291.8M |
| UBS Group AG | 0.05% | Add +28.5% | 2,191,498 | $261.0M |
| Stifel Financial Corp. | 0.25% | Add +41.4% | 2,170,065 | $258.4M |
| Wells Fargo & Company | 0.06% | Add +1.4% | 2,104,668 | $250.6M |
| LPL Financial LLC | 0.07% | Reduce -1.0% | 1,874,374 | $223.2M |
| Truist Financial Corp. | 0.33% | Reduce -15.6% | 1,874,151 | $223.2M |
| Cerity Partners LLC | 0.38% | Reduce -22.8% | 1,799,516 | $214.3M |
| Janney Montgomery Scott LLC | 0.49% | Reduce -13.3% | 1,570,032 | $187.0M |
| Creative Planning | 0.15% | Reduce -6.8% | 1,438,272 | $171.3M |
| Raymond James Financial Inc. | 0.05% | Reduce -6.3% | 1,295,655 | $154.3M |
| Tanglewood Wealth Management, Inc. | 12.39% | Reduce -0.5% | 1,055,521 | $125.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.6% | 1,045,001 | $124.4M |
| FMR LLC | 0.01% | Reduce -8.3% | 1,019,266 | $121.4M |
| WestEnd Advisors, LLC | 3.00% | Reduce -10.8% | 1,015,643 | $121.0M |
| Royal Bank of Canada | 0.02% | Reduce -6.3% | 969,491 | $115.5M |
| Armstrong Advisory Group, Inc. | 8.50% | Add +141.4% | 942,234 | $112.2M |
| BlackRock, Inc. | 0.00% | Add +49.9% | 833,249 | $99.2M |
| Facet Wealth, Inc. | 2.11% | Add +11.1% | 785,125 | $92.9M |
| Focus Partners Wealth | 0.19% | Add +1.5% | 749,983 | $89.3M |
| Cetera Investment Advisers | 0.13% | Add +18.4% | 645,780 | $76.9M |
| Evergreen Capital Management LLC | 2.29% | Add +19.3% | 638,391 | $76.0M |
| Benjamin Edwards Inc. | 0.90% | Add +399.4% | 594,833 | $70.8M |
| Strategic Point Investment Advisors, LLC | 10.74% | Add +0.6% | 584,631 | $69.6M |
| NorthCoast Asset Management LLC | 0.30% | Add +23.0% | 582,634 | $69.4M |
| Clarity Financial LLC | 7.44% | Add +1.0% | 580,450 | $69.1M |
| Bluespring Wealth Management, LLC | 6.51% | Add +2.6% | 574,743 | $68.4M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -1.2% | 556,559 | $66.3M |
| Johnson Financial Group, Inc. | 2.96% | Reduce -1.4% | 551,610 | $65.7M |
| Osaic Holdings, Inc. | 0.11% | Add +95.3% | 499,867 | $59.4M |
| Sagespring Wealth Partners, LLC | 1.24% | Add +99.5% | 482,864 | $57.5M |
| Mariner, LLC | 0.08% | Add +1.6% | 480,148 | $57.2M |
| Waverly Advisors, LLC | 0.60% | Reduce -1.7% | 461,771 | $55.0M |
| Curi Capital, LLC | 1.04% | Add +1.7% | 460,446 | $54.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +657.1% | 421,100 | $50.1M |
| School Employees Retirement Board of Ohio | 28.62% | New | 420,470 | $50.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.53% | Reduce -5.0% | 419,902 | $50.0M |
| Victory Capital Management Inc. | 0.03% | Reduce -6.4% | 409,756 | $48.8M |
| Keybank National Association | 0.17% | Add +0.3% | 382,772 | $45.6M |
| TD Private Client Wealth LLC | 1.04% | Reduce -2.6% | 354,984 | $42.3M |
| DDFG, Inc | 10.09% | Add +1.3% | 336,881 | $40.1M |
| Franklin Resources Inc. | 0.01% | Add +5.7% | 318,770 | $38.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.2% | 308,477 | $36.7M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -0.0% | 297,995 | $35.5M |
| SkyView Investment Advisors, LLC | 5.04% | Reduce -0.3% | 295,867 | $35.2M |
| OneDigital Investment Advisors LLC | 0.39% | Add +1.7% | 291,717 | $34.7M |
| Silicon Valley Capital Partners | 3.56% | New | 286,330 | $34.1M |
| Dynasty Wealth Management, LLC | 0.55% | Reduce -1.6% | 268,623 | $32.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.28% | Add +10.6% | 257,518 | $30.6M |
| Confluence Investment Management LLC | 0.42% | Add +428.2% | 249,390 | $29.7M |
| Klaas Financial Asset Advisors, LLC | 4.53% | Add +1.5% | 240,418 | $28.6M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -8.0% | 240,942 | $28.5M |
| Willis Johnson & Associates, Inc. | 1.93% | Add +4.8% | 238,207 | $28.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +1.5% | 233,650 | $27.8M |
| CSM Advisors, LLC | 0.80% | Reduce -49.4% | 229,600 | $27.3M |
| Rockefeller Capital Management L.P. | 0.06% | Add +312.2% | 227,352 | $27.1M |
| Cabot Wealth Management Inc. | 3.19% | Reduce -10.3% | 225,420 | $26.8M |
| Banco Santander, S.A. | 0.24% | Reduce -4.0% | 214,952 | $25.6M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +26.6% | 214,645 | $25.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -4.3% | 213,772 | $25.5M |
| New Harbor Financial Group, LLC | 5.79% | Add +0.6% | 211,969 | $25.2M |
| US Bancorp \de | 0.03% | Add +0.3% | 210,867 | $25.1M |
| O'shaughnessy Asset Management, LLC | 0.17% | Add +48.6% | 205,980 | $24.5M |
| Anchor Capital Advisors LLC | 0.70% | Reduce -3.0% | 200,721 | $23.9M |
| Allianz Asset Management GmbH | 0.03% | Add +29.9% | 200,300 | $23.9M |
| MBL Wealth, LLC | 2.28% | Reduce -3.9% | 200,198 | $23.8M |
| Strategic Wealth Partners, Ltd. | 1.84% | — | 196,200 | $23.4M |
| Hoese & Co LLP | 18.37% | Add +1.2% | 191,208 | $22.8M |
| Robertson Stephens Wealth Management, LLC | 0.79% | Add +522.9% | 190,365 | $22.7M |
| AmeriServ Wealth Advisors | 11.07% | Add +14.8% | 188,066 | $22.4M |
| Hantz Financial Services, Inc. | 0.35% | Add +11921.4% | 183,927 | $21.9M |
| Lido Advisors, LLC | 0.11% | Reduce -24.8% | 178,606 | $21.3M |
| Beacon Bank & Trust | 4.73% | Add +5.0% | 173,863 | $20.7M |
| MML Investors Services, LLC | 0.06% | Reduce -1.2% | 170,767 | $20.3M |
| Capitolis Liquid Global Markets LLC | 0.14% | Reduce -38.8% | 162,700 | $19.4M |
| Orion Porfolio Solutions, LLC | 0.16% | Reduce -10.1% | 159,832 | $19.0M |
| Jmac Enterprises LLC | 4.04% | Add +30.4% | 158,584 | $18.9M |
| Vectors Research Management, LLC | 6.42% | Add +53.8% | 157,267 | $18.7M |
| Blueprint Investment Partners LLC | 3.29% | Add +153.4% | 155,725 | $18.5M |
| AE Wealth Management LLC | 0.13% | Reduce -9.2% | 154,177 | $18.4M |
| NewEdge Advisors, LLC | 0.09% | Add +29.3% | 152,419 | $18.2M |
| Gunma Bank,Ltd. | 5.83% | No change | 150,000 | $17.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.30% | Reduce -15.5% | 148,667 | $17.7M |
| First American Trust, FSB | 1.40% | Add +38.8% | 147,148 | $17.5M |
| Rwa Wealth Partners, LLC | 0.22% | Reduce -25.0% | 146,825 | $17.5M |
| Capital Investment Services of America, Inc. | 1.57% | Reduce -0.1% | 144,347 | $17.2M |
| Mirabaud & Cie SA | 5.42% | Add +8.4% | 142,971 | $17.0M |
| 1832 Asset Management L.P. | 0.03% | Reduce -0.1% | 141,072 | $16.8M |
| Courier Capital LLC | 1.01% | Add +55.4% | 139,058 | $16.6M |
| Haverford Trust Co | 0.16% | Reduce -0.3% | 138,997 | $16.6M |
| Flow Traders U.S. LLC | 0.61% | New | 138,361 | $16.5M |
| CFS Investment Advisory Services, LLC | 1.34% | Add +0.6% | 137,683 | $16.4M |
| Leavell Investment Management, Inc. | 0.72% | Reduce -25.1% | 135,652 | $16.2M |
| AAFMAA Wealth Management & Trust LLC | 6.60% | New | 134,092 | $16.0M |
| Canal Capital Management, LLC | 2.44% | Reduce -0.6% | 129,881 | $15.5M |
| ETF Portfolio Partners, Inc. | 4.21% | Add +5.2% | 127,537 | $15.2M |
| WCG Wealth Advisors LLC | 0.98% | New | 127,054 | $15.1M |
| Baird Financial Group, Inc. | 0.03% | Add +25.0% | 126,781 | $15.1M |
| Hilton Capital Management, LLC | 1.20% | Reduce -38.4% | 126,131 | $15.0M |
| Northern Trust Corp. | 0.00% | Add +27.1% | 124,799 | $14.9M |
| Columbia Bank | 4.41% | Add +0.3% | 122,731 | $14.5M |
| Austin Wealth Management, LLC | 2.55% | Add +18.1% | 121,160 | $14.3M |
| Citizens Financial Group Inc. | 0.23% | Add +4.4% | 118,277 | $14.1M |
| Coldstream Capital Management Inc. | 0.23% | Add +63.4% | 116,588 | $13.9M |
| Foronjy Financial LLC | 6.40% | — | 114,888 | $13.7M |
| Bond & Devick Financial Network, Inc. | 4.55% | Reduce -0.0% | 114,833 | $13.7M |
| M&T Bank Corp | 0.05% | Reduce -1.9% | 110,581 | $13.2M |
| Bank of Montreal | 0.01% | Reduce -14.6% | 106,692 | $12.7M |
| Gould Capital, LLC | 8.48% | Reduce -0.1% | 106,626 | $12.7M |
| Woodmont Investment Counsel LLC | 0.83% | Reduce -4.5% | 105,923 | $12.6M |
| Pictet Asset Management Holding SA | 0.01% | No change | 105,000 | $12.5M |
| &partners | 0.09% | Add +16.6% | 103,331 | $12.3M |
| National Bank of Canada | 0.01% | Reduce -94.6% | 102,483 | $12.2M |
| Pinnacle Financial Partners Inc | 0.26% | Reduce -15.3% | 102,232 | $12.2M |
| Eley Financial Management, Inc | 4.64% | Reduce -3.0% | 101,406 | $12.1M |
| Focus Partners Advisor Solutions, LLC | 0.16% | Reduce -0.1% | 100,450 | $12.0M |
| Ascent Group, LLC | 0.47% | Add +224.1% | 100,442 | $12.0M |
| Barclays PLC | 0.00% | Add +164.1% | 100,356 | $12.0M |
| Independence Financial Advisors, LLC | 4.49% | Add +3.3% | 97,046 | $11.6M |
| Rinkey Investments | 3.44% | Add +1.1% | 96,176 | $11.5M |
| Criteria Caixa, S.A.U. | 1.50% | New | 82,000 | $11.5M |
| Boltwood Capital Management | 3.26% | Add +0.3% | 96,157 | $11.5M |
| BNP Paribas Financial Markets | 0.01% | Add +1793.7% | 95,405 | $11.4M |
| Atria Wealth Solutions, Inc. | 0.26% | Reduce -31.2% | 94,951 | $11.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +117.5% | 92,361 | $11.0M |
| HM Payson & Co. | 0.17% | Add +28.9% | 91,432 | $10.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +57.0% | 91,172 | $10.9M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +18.7% | 88,533 | $10.5M |
| Black Maple Capital Management LP | 7.17% | Add +335.0% | 87,000 | $10.4M |
| Avantax Advisory Services, Inc. | 0.05% | Add +3.2% | 83,923 | $10.0M |
| Wealthcare Capital Management LLC | 1.05% | Reduce -3.1% | 83,551 | $10.0M |
| Portfolio Design Labs, LLC | 1.94% | New | 82,907 | $9.9M |
| Paulson Wealth Management Inc. | 2.52% | Add +1.8% | 81,579 | $9.7M |
| Blueprint Financial Advisors LLC | 3.05% | Add +400.2% | 79,814 | $9.5M |
| Wrapmanager Inc. | 2.27% | Add +13.6% | 78,405 | $9.3M |
| United Capital Financial Advisors, LLC | 0.08% | Add +21.4% | 78,329 | $9.3M |
| Prudential PLC | 0.06% | Add +95.3% | 78,081 | $9.3M |
| First Financial Bank - Trust Division | 0.81% | Add +2.0% | 77,578 | $9.2M |
| Redhawk Wealth Advisors, Inc. | 1.16% | Add +4289.4% | 77,473 | $9.2M |
| Keel Point, LLC | 0.60% | Reduce -1.3% | 76,632 | $9.1M |
| Citigroup Inc. | 0.01% | Reduce -5.8% | 76,573 | $9.1M |
| MAI Capital Management | 0.06% | Reduce -4.8% | 76,256 | $9.1M |
| Ritholtz Wealth Management | 0.20% | Add +68.4% | 75,945 | $9.0M |
| Ridgepath Capital Management LLC | 4.07% | Add +1.4% | 74,392 | $8.9M |
| Wooster Corthell Wealth Management, Inc. | 1.62% | Reduce -17.6% | 73,659 | $8.8M |
| Private Advisor Group, LLC | 0.05% | Reduce -21.8% | 73,278 | $8.7M |
| Diversify Advisory Services, LLC | 0.33% | Add +70.3% | 73,321 | $8.7M |
| MBM Wealth Consultants, LLC | 2.32% | Add +5.7% | 72,905 | $8.7M |
| Cwm, LLC | 0.03% | Reduce -2.4% | 70,576 | $8.4M |
| Vertex Planning Partners, LLC | 1.73% | Add +1.9% | 69,545 | $8.3M |
| Premier Path Wealth Partners, LLC | 1.14% | Add +3.1% | 68,475 | $8.2M |
| Atria Investments, Inc | 0.10% | Reduce -6.4% | 67,725 | $8.1M |
| Exchange Traded Concepts, LLC | 0.10% | New | 64,054 | $7.6M |
| Sollinda Capital Management LLC | 1.98% | Add +6.5% | 63,861 | $7.6M |
| CFO4Life Group, LLC | 1.19% | Reduce -15.7% | 63,790 | $7.6M |
| Checchi Capital Advisers, LLC | 0.53% | Reduce -63.6% | 63,714 | $7.6M |
| Proffitt & Goodson Inc. | 1.14% | Reduce -2.6% | 62,835 | $7.5M |
| Everstar Asset Management, LLC | 4.45% | Add +4.2% | 61,237 | $7.3M |
| Stratos Wealth Advisors, LLC | 0.38% | Add +10.6% | 61,090 | $7.3M |
| Midwest Professional Planners, LTD. | 1.89% | Add +2.4% | 60,153 | $7.2M |
| Comerica Bank | 0.03% | Add +20.0% | 59,191 | $7.0M |
| James Investment Research, Inc. | 0.84% | Reduce -4.1% | 59,173 | $7.0M |
| DAVENPORT & Co LLC | 0.04% | Reduce -11.4% | 55,876 | $6.7M |
| Trilogy Capital Inc. | 0.32% | Reduce -28.6% | 55,591 | $6.6M |
| Axxcess Wealth Management, LLC | 0.16% | Add +1.4% | 55,351 | $6.6M |
| J. Goldman & Co LP | 0.21% | Reduce -62.7% | 55,000 | $6.5M |
| Farther Finance Advisors, LLC | 0.13% | Add +44.2% | 54,637 | $6.5M |
| Prospera Financial Services Inc | 0.12% | Reduce -6.1% | 53,644 | $6.4M |
| MFA Wealth Services | 4.78% | Add +1.4% | 53,443 | $6.4M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -16.0% | 53,191 | $6.3M |
| Proathlete Wealth Management LLC | 2.01% | Add +5.1% | 53,020 | $6.3M |
| Foundry Financial Group, Inc. | 3.59% | Add +3.9% | 52,988 | $6.3M |
| Jones Financial Companies LLLP | 0.00% | Add +42.4% | 53,051 | $6.3M |
| Worth Asset Management, LLC | 3.07% | Add +30.0% | 52,190 | $6.2M |
| Advisory Services Network, LLC | 0.10% | Add +22.3% | 52,483 | $6.2M |
| Nations Financial Group Inc, /Ia/ | 0.42% | Add +13.6% | 51,860 | $6.2M |
| Great Valley Advisor Group, Inc. | 0.14% | Add +3.0% | 51,390 | $6.1M |
| Clearstead Advisors, LLC | 0.09% | Reduce -77.9% | 51,280 | $6.1M |
| Strategic Blueprint, LLC | 0.30% | Reduce -1.1% | 50,720 | $6.0M |
| Financial Management Network Inc. | 1.08% | Reduce -10.1% | 50,980 | $6.0M |
| Harbour Investments, Inc. | 0.15% | Reduce -4.5% | 50,008 | $6.0M |
| Latko Wealth Management, Ltd. | 3.34% | Reduce -9.3% | 49,865 | $5.9M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +342.1% | 49,408 | $5.9M |
| TPG Financial Advisors, LLC | 2.35% | Add +61.0% | 49,252 | $5.9M |
| AlphaQuest LLC | 0.58% | New | 49,217 | $5.9M |
| Crabel Capital Management, LLC | 3.59% | Add +116.4% | 49,154 | $5.9M |
| Tennessee Valley Asset Management Partners | 1.48% | Add +1.1% | 48,982 | $5.8M |
| Corient Private Wealth LP | 0.01% | Add +5.1% | 48,392 | $5.8M |
| Tru Independence Asset Management 2, LLC | 3.94% | Add +5.0% | 48,336 | $5.8M |
| Camden National Bank | 0.81% | Add +6.5% | 47,411 | $5.6M |
| Great Diamond Partners, LLC | 1.19% | Reduce -0.3% | 47,124 | $5.6M |
| AMG National Trust Bank | 0.15% | Reduce -0.1% | 46,761 | $5.6M |
| Fifth Third Securities, Inc. | 0.41% | Reduce -7.8% | 46,340 | $5.5M |
| Community Trust & Investment Co. | 0.32% | Add +30.7% | 46,066 | $5.5M |
| Lake Hills Wealth Management, LLC | 3.08% | Add +4.3% | 45,123 | $5.4M |
| Darwin Wealth Management, LLC | 1.84% | Reduce -7.9% | 44,610 | $5.3M |
| Sanctuary Advisors, LLC | 0.03% | Add +4.2% | 44,534 | $5.3M |
| 1 North Wealth Services LLC | 2.08% | Add +152.8% | 44,051 | $5.2M |
| JPL Wealth Management, LLC | 1.38% | Add +11.4% | 42,836 | $5.1M |
| Coastal Bridge Advisors, LLC | 0.42% | New | 42,554 | $5.1M |
| Rehmann Capital Advisory Group | 0.31% | Reduce -59.1% | 42,385 | $5.0M |
| Values First Advisors, Inc. | 2.73% | Reduce -1.6% | 42,020 | $5.0M |
| D.A. Davidson & Co. | 0.04% | Reduce -13.5% | 41,835 | $5.0M |
| Monument Capital Management | 1.29% | New | 41,542 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -58.8% | 41,502 | $4.9M |
| Renaissance Technologies | 0.01% | Reduce -23.2% | 41,400 | $4.9M |
| Pinnacle Associates Ltd. | 0.07% | Add +3.2% | 41,178 | $4.9M |
| Arvest Investments, Inc. | 0.74% | Reduce -0.6% | 41,160 | $4.9M |
| Christensen, King & Associates Investment Services, Inc. | 2.22% | Reduce -0.0% | 40,743 | $4.9M |
| Dynamic Advisor Solutions LLC | 0.15% | Reduce -4.9% | 40,433 | $4.8M |
| Edge Wealth Management LLC | 0.92% | Add +37.0% | 40,207 | $4.8M |
| Mount Lucas Management LP | 2.25% | Reduce -31.6% | 39,756 | $4.7M |
| Sequent Planning LLC | 1.48% | Add +6.9% | 39,281 | $4.7M |
| Transcend Capital Advisors, LLC | 0.36% | Reduce -10.7% | 38,739 | $4.6M |
| Unique Wealth, LLC | 0.74% | Add +156.2% | 38,680 | $4.6M |
| Semitam Bonam LLC | 4.31% | — | 38,464 | $4.6M |
| Y.D. More Investments Ltd | 0.32% | Reduce -4.6% | 38,423 | $4.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.07% | Add +6.1% | 38,219 | $4.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -43.2% | 38,170 | $4.5M |
| MAS Advisors LLC | 7.35% | Reduce -20.6% | 37,745 | $4.5M |
| Dock Street Asset Management Inc. | 0.42% | Reduce -10.4% | 37,653 | $4.5M |
| Opus Capital Group, LLC | 0.53% | Reduce -4.4% | 37,465 | $4.5M |
| Blue Fin Capital, Inc. | 0.76% | Add +3.6% | 37,288 | $4.4M |
| Madison Asset Management, LLC | 0.05% | Reduce -74.4% | 36,782 | $4.4M |
| Acropolis Investment Management, LLC | 0.24% | Add +22.7% | 36,641 | $4.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.35% | Add +1.3% | 35,665 | $4.2M |
| Jane Street Group, LLC | 0.01% | Add +310.8% | 35,514 | $4.2M |
| Tiaa Trust, National Association | 0.01% | Add +1603.3% | 34,883 | $4.2M |
| Cascade Financial Partners, LLC | 0.50% | Add +29.6% | 34,844 | $4.1M |
| Shelton Wealth Management, LLC | 2.09% | Add +99.5% | 34,797 | $4.1M |
| Heck Capital Advisors, LLC | 0.36% | Add +3.4% | 34,720 | $4.1M |
| Gladwyn Financial Advisors, Inc. | 3.18% | — | 34,554 | $4.1M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +40.3% | 34,469 | $4.1M |
| 4J Wealth Management LLC | 2.75% | Reduce -0.6% | 34,200 | $4.1M |
| Royal Harbor Partners, LLC | 1.45% | Add +3.3% | 33,395 | $4.0M |
| Newport Capital Group, LLC | 2.69% | Reduce -0.5% | 33,392 | $4.0M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -19.1% | 32,939 | $3.9M |
| NorthCrest Asset Manangement, LLC | 0.11% | Reduce -4.8% | 33,165 | $3.9M |
| Longview Financial Advisors LLC | 2.38% | Reduce -0.4% | 31,927 | $3.8M |
| Sykon Capital LLC | 1.39% | Add +8.1% | 31,922 | $3.8M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -21.4% | 31,655 | $3.8M |
| Turim 21 Investimentos Ltda. | 0.74% | Add +5.7% | 31,660 | $3.8M |
| Hershey Financial Advisers, LLC | 3.34% | — | 31,285 | $3.7M |
| Compound Planning, Inc. | 0.14% | Add +57.9% | 31,142 | $3.7M |
| Algorithmic Investment Models, LLC | 2.51% | Add +202.1% | 30,772 | $3.7M |
| Becker Capital Management Inc. | 0.11% | Add +5.4% | 30,531 | $3.6M |
| Vision Capital Management, Inc. | 0.47% | New | 30,346 | $3.6M |
| Simplex Trading, LLC | 0.10% | Add +132.6% | 30,142 | $3.6M |
| Spartan Planning & Wealth Management | 3.02% | Add +9.5% | 29,610 | $3.5M |
| Magnus Financial Group LLC | 0.31% | Reduce -0.6% | 29,412 | $3.5M |
| William Howard & Co Financial Advisors Inc | 3.03% | Add +0.0% | 29,126 | $3.5M |
| DSG Capital Advisors, LLC | 0.61% | New | 29,050 | $3.5M |
| Kingsview Wealth Management, LLC | 0.06% | Add +24.1% | 28,530 | $3.4M |
| Main Street Financial Solutions, LLC | 0.24% | Add +7.8% | 28,235 | $3.4M |
| Capital Investment Counsel, LLC | 0.52% | Add +31.2% | 28,196 | $3.4M |
| Center For Asset Management LLC | 1.99% | Reduce -17.1% | 27,921 | $3.2M |
| Visionary Wealth Advisors | 0.16% | Add +62.6% | 26,879 | $3.2M |
| Cascades Capital Asset Management, LLC | 1.67% | Add +8.2% | 26,869 | $3.2M |
| Modern Wealth Management, LLC | 0.08% | New | 26,627 | $3.2M |
| Fortune Financial Advisors, LLC | 2.53% | Add +4.1% | 26,368 | $3.1M |
| Trajan Wealth LLC | 0.15% | Reduce -7.8% | 25,949 | $3.1M |
| EFG Asset Management (Americas) Corp. | 0.56% | Reduce -22.1% | 25,685 | $3.1M |
| Geneos Wealth Management Inc. | 0.07% | Add +17.7% | 25,336 | $3.0M |
| Maltin Wealth Management, Inc. | 1.34% | Add +37.7% | 24,963 | $3.0M |
| IFP Advisors, Inc | 0.08% | Reduce -18.0% | 24,889 | $3.0M |
| InTrack Investment Management Inc | 1.97% | New | 24,624 | $2.9M |
| Centennial Wealth Advisory LLC | 0.93% | Reduce -11.8% | 24,621 | $2.9M |
| GTS Securities LLC | 0.13% | Add +488.2% | 24,480 | $2.9M |
| Cyndeo Wealth Partners, LLC | 0.17% | Add +90.6% | 24,252 | $2.9M |
| Whalen Wealth Management Inc. | 1.81% | Add +62.7% | 24,241 | $2.9M |
| ETF Store, Inc. | 3.33% | Reduce -2.0% | 24,149 | $2.9M |
| Retirement Capital Strategies | 1.13% | New | 23,968 | $2.9M |
| Global Retirement Partners, LLC | 0.07% | — | 23,892 | $2.8M |
| IHT Wealth Management, LLC | 0.07% | Reduce -36.0% | 22,904 | $2.7M |
| Capital Investment Advisory Services, LLC | 0.22% | Reduce -3.7% | 22,627 | $2.7M |
| Tranquilli Financial Advisor LLC | 1.66% | Add +112.7% | 22,566 | $2.7M |
| Independent Financial Group, LLC | 0.07% | Add +4.0% | 22,557 | $2.7M |
| One Day In July LLC | 0.24% | Reduce -11.3% | 22,534 | $2.7M |
| Millennium Management | 0.00% | Reduce -77.2% | 22,397 | $2.7M |
| Aerodigm Wealth, LLC | 1.28% | Reduce -1.9% | 22,381 | $2.7M |
| Regions Financial Corp. | 0.02% | Reduce -11.6% | 21,881 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -8.7% | 21,767 | $2.6M |
| Traphagen Investment Advisors LLC | 0.24% | Reduce -5.2% | 21,479 | $2.6M |
| Robinson Value Management, Ltd. | 1.60% | Reduce -4.4% | 21,370 | $2.5M |
| Synovus Financial Corp. | 0.03% | Reduce -81.8% | 21,142 | $2.5M |
| EP Wealth Advisors, LLC | 0.02% | Add +691.0% | 21,073 | $2.5M |
| Fiduciary Trust Co | 0.03% | Reduce -8.9% | 20,950 | $2.5M |
| HSBC Holdings PLC | 0.00% | Add +2.8% | 20,763 | $2.5M |
| Vernal Point Advisors, LLC | 1.44% | No change | 20,710 | $2.5M |
| Burke & Herbert Bank & Trust Co. | 0.55% | Reduce -0.3% | 20,486 | $2.4M |
| Mgo One Seven LLC | 0.08% | Reduce -3.3% | 20,229 | $2.4M |
| Global Endowment Management, LP | 0.32% | No change | 20,000 | $2.4M |
| Oppenheimer Asset Management Inc. | 0.03% | New | 19,962 | $2.4M |
| D L Carlson Investment Group Inc. | 0.43% | Reduce -23.5% | 19,876 | $2.4M |
| Chesley Taft & Associates LLC | 0.10% | Add +7.6% | 19,393 | $2.3M |
| Fifth Third Bancorp | 0.01% | Reduce -14.9% | 19,386 | $2.3M |
| Conning Inc. | 0.08% | No change | 19,236 | $2.3M |
| Entrewealth, LLC | 1.57% | Add +13.0% | 19,046 | $2.3M |
| CPR Investments Inc. | 1.72% | Reduce -49.6% | 18,611 | $2.2M |
| Sowell Financial Services LLC | 0.09% | Reduce -41.2% | 18,314 | $2.2M |
| Hilltop Holdings Inc. | 0.14% | Reduce -0.3% | 18,288 | $2.2M |
| Resonant Capital Advisors, LLC | 0.14% | Reduce -0.3% | 18,225 | $2.2M |
| Old Mission Capital LLC | 0.06% | Reduce -35.0% | 18,127 | $2.2M |
| Regatta Capital Group, LLC | 0.37% | Add +3.0% | 17,977 | $2.1M |
| Whittier Trust Co. | 0.03% | Reduce -0.1% | 17,872 | $2.1M |
| RKL Wealth Management LLC | 0.19% | Reduce -61.4% | 17,748 | $2.1M |
| SFG Wealth Management, LLC. | 1.28% | New | 17,746 | $2.1M |
| Concord Asset Management, LLC | 0.31% | New | 17,412 | $2.1M |
| Concord Wealth Partners | 0.30% | Reduce -18.9% | 17,412 | $2.1M |
| Stephens Inc. | 0.03% | Reduce -7.2% | 17,233 | $2.1M |
| Riggs Asset Managment Co. Inc. | 0.50% | Reduce -3.7% | 17,163 | $2.0M |
| BNP Paribas | 0.07% | Add +93.1% | 17,143 | $2.0M |
| Paragon Capital Management Ltd | 0.37% | Reduce -51.6% | 17,068 | $2.0M |
| Atwood & Palmer Inc. | 0.13% | Add +1.2% | 17,026 | $2.0M |
| Mfa Wealth Advisors, LLC | 0.47% | New | 16,988 | $2.0M |
| Strategic Investment Advisors / MI | 0.20% | Reduce -5.7% | 16,931 | $2.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -6.0% | 16,901 | $2.0M |
| Allworth Financial LP | 0.01% | Add +26.8% | 16,894 | $2.0M |
| Legacy Private Trust Co. | 0.13% | Reduce -9.3% | 16,873 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -13.4% | 16,215 | $1.9M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -7.5% | 16,192 | $1.9M |
| Twele Capital Management, Inc. | 0.38% | Reduce -0.9% | 16,185 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -8.3% | 15,913 | $1.9M |
| Silverleafe Capital Partners, LLC | 0.66% | Reduce -3.9% | 15,905 | $1.9M |
| SevenBridge Financial Group, LLC | 0.33% | Reduce -6.5% | 15,878 | $1.9M |
| Aua Capital Management, LLC | 1.13% | No change | 15,831 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -23.5% | 15,755 | $1.9M |
| MY Wealth Management Inc. | 1.78% | New | 15,610 | $1.9M |
| WNY Asset Management, LLC | 0.20% | Add +184.5% | 15,458 | $1.8M |
| Waterloo Capital, L.P. | 0.15% | New | 15,404 | $1.8M |
| Brian Low Financial Group, LLC | 1.70% | — | 15,275 | $1.8M |
| Verger Capital Management LLC | 0.71% | Add +0.9% | 15,062 | $1.8M |
| Endowment Wealth Management, Inc. | 0.92% | Add +11.2% | 14,984 | $1.8M |
| CW Advisors, LLC | 0.02% | Add +43.1% | 14,862 | $1.8M |
| Meridian Wealth Management, LLC | 0.08% | Add +0.6% | 14,748 | $1.8M |
| Money Concepts Capital Corp. | 0.12% | Reduce -10.3% | 14,697 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Add +32.9% | 14,640 | $1.7M |
| TFB Advisors LLC | 0.45% | Reduce -2.1% | 14,520 | $1.7M |
| Wealth Advisory Solutions, LLC | 0.42% | Add +14.4% | 14,033 | $1.7M |
| AlTi Global, Inc. | 0.04% | Reduce -3.8% | 14,012 | $1.7M |
| World Investment Advisors | 0.04% | Reduce -51.2% | 14,011 | $1.7M |
| Spire Wealth Management | 0.06% | Reduce -14.3% | 13,993 | $1.7M |
| Bryn Mawr Trust Advisors, LLC | 0.09% | Reduce -16.9% | 13,796 | $1.6M |
| Warner Financial, Inc. | 0.67% | Add +3.8% | 13,635 | $1.6M |
| E&G Advisors, LLC | 0.41% | No change | 13,437 | $1.6M |
| Eagle Strategies LLC | 0.24% | Reduce -1.6% | 13,378 | $1.6M |
| Penobscot Investment Management Company, Inc. | 0.14% | Reduce -0.7% | 13,347 | $1.6M |
| Generation Capital Management LLC | 1.25% | New | 13,214 | $1.6M |
| Bingham Private Wealth, LLC | 1.48% | Add +5.2% | 13,030 | $1.6M |
| Cary Street Partners Financial LLC | 0.04% | Add +21.4% | 12,869 | $1.5M |
| Ascentis Independent Advisors | 0.28% | Add +5.7% | 12,868 | $1.5M |
| Jacobi Capital Management LLC | 0.10% | Add +7.5% | 12,693 | $1.5M |
| Sfmg, LLC | 0.11% | Reduce -15.5% | 12,692 | $1.5M |
| Partners Capital Investment Group, LLP | 0.06% | Reduce -49.6% | 12,534 | $1.5M |
| EWG Elevate Inc. | 0.46% | New | 12,441 | $1.5M |
| Twin Focus Capital Partners, LLC | 0.21% | Add +0.1% | 12,358 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Add +6.4% | 12,325 | $1.5M |
| Commerce Bank | 0.01% | Add +2.0% | 12,296 | $1.5M |
| Royal Fund Management, LLC | 0.15% | Add +17.8% | 12,146 | $1.4M |
| Nwam LLC | 0.08% | Reduce -3.1% | 11,687 | $1.4M |
| Studio Investment Management LLC | 0.27% | Reduce -31.6% | 11,407 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -91.0% | 11,374 | $1.4M |
| Cannon Advisors, Inc. | 1.09% | Add +8.2% | 11,350 | $1.4M |
| Apella Capital, LLC | 0.04% | Add +0.0% | 11,268 | $1.3M |
| Simplicity Wealth,LLC | 0.05% | Add +55.9% | 11,070 | $1.3M |
| Martin Capital Partners, LLC | 0.50% | Add +78.7% | 10,790 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +513.0% | 10,770 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.18% | Add +37.5% | 10,705 | $1.3M |
| Columbus Macro, LLC | 0.15% | Add +26.7% | 10,618 | $1.3M |
| Bangor Savings Bank | 0.11% | Reduce -2.3% | 10,373 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -18.5% | 10,331 | $1.2M |
| HCR Wealth Advisors | 0.14% | Add +2.0% | 10,314 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -37.3% | 10,141 | $1.2M |
| J. W. Coons Advisors, LLC | 0.27% | Add +1.3% | 10,050 | $1.2M |
| IMC-Chicago, LLC | 0.03% | New | 10,009 | $1.2M |
| Compagnie Lombard Odier SCmA | 0.02% | Add +35.4% | 10,004 | $1.2M |
| International Private Wealth Advisors LLC | 0.99% | Add +29.4% | 9,702 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -17.4% | 9,527 | $1.1M |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -14.0% | 9,251 | $1.1M |
| FLP Wealth Management, LLC | 3.07% | Reduce -18.3% | 9,186 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | Reduce -4.9% | 9,135 | $1.1M |
| Strathmore Capital Advisors, Inc. | 0.47% | — | 8,978 | $1.1M |
| CogentBlue Wealth Advisors, LLC | 0.80% | Reduce -5.1% | 8,721 | $1.0M |
| PKS Advisory Services, LLC | 0.25% | Reduce -0.6% | 8,641 | $1.0M |
| Voya Financial Advisors, Inc. | 0.10% | Add +65.0% | 8,601 | $1.0M |
| Crestwood Advisors Group, LLC | 0.02% | Add +3.6% | 8,520 | $1.0M |
| Emprise Bank | 0.49% | New | 8,490 | $1.0M |
| LaSalle St. Investment Advisors, LLC | 0.28% | No change | 8,470 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -11.9% | 8,444 | $1.0M |
| Motiv8 Investments LLC | 0.61% | Reduce -7.5% | 8,377 | $998K |
| Country Club Bank | 0.06% | Add +10.0% | 8,380 | $996K |
| Parker Financial LLC | 0.43% | Reduce -10.8% | 8,289 | $987K |
| Bokf, NA | 0.02% | No change | 8,276 | $986K |
| Horan Securities, Inc. | 0.35% | Reduce -7.8% | 8,260 | $984K |
| Ogorek Anthony Joseph /NY/ | 0.30% | Add +5.4% | 8,255 | $983K |
| GeoWealth Management, LLC | 0.04% | Reduce -2.4% | 8,225 | $980K |
| Core Wealth Partners LLC | 0.50% | Add +49.7% | 8,195 | $976K |
| Bison Wealth, LLC | 0.08% | Reduce -6.1% | 8,251 | $973K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.95% | Reduce -0.1% | 8,168 | $973K |
| Oarsman Capital, Inc. | 0.15% | Reduce -20.8% | 8,091 | $964K |
| GenWealth Group, Inc. | 0.19% | Reduce -7.4% | 8,061 | $960K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.37% | New | 8,050 | $949K |
| IFG Advisory, LLC | 0.05% | Add +4.2% | 7,930 | $944K |
| ORG Partners LLC | 0.21% | Add +7.4% | 7,923 | $942K |
| Silvia McColl Wealth Management, LLC | 0.68% | Add +0.1% | 7,906 | $942K |
| Camarda Financial Advisors, LLC | 0.37% | Add +15.4% | 7,843 | $934K |
| MorganRosel Wealth Management, LLC | 0.25% | Add +6.4% | 7,832 | $933K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -6.9% | 7,811 | $930K |
| Summa Corp. | 0.48% | Add +22.3% | 7,793 | $928K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -4.1% | 7,770 | $925K |
| Elevated Capital Advisors, LLC | 0.26% | No change | 7,795 | $921K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +13.2% | 7,702 | $917K |
| F/m Investments LLC | 0.03% | Add +0.2% | 7,610 | $906K |
| Optivise Advisory Services LLC | 0.46% | No change | 7,603 | $905K |
| Timber Creek Capital Management LLC | 0.23% | Add +7.1% | 7,602 | $904K |
| Regal Investment Advisors LLC | 0.07% | Reduce -1.0% | 7,536 | $897K |
| Phil A. Younker & Associates, Ltd. | 0.88% | No change | 7,500 | $893K |
| Betterment LLC | 0.00% | Reduce -11.4% | 7,501 | $893K |
| Summit Wealth Partners, LLC | 0.17% | Reduce -2.2% | 7,482 | $891K |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -2.7% | 7,365 | $877K |
| Hudson Portfolio Management LLC | 0.82% | Reduce -12.0% | 7,356 | $876K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +0.7% | 7,333 | $873K |
| Faithward Advisors, LLC | 0.14% | Add +4.2% | 7,316 | $871K |
| Upper Left Wealth Management, LLC | 0.58% | Reduce -1.0% | 7,302 | $870K |
| IMA Advisory Services, Inc. | 0.09% | Reduce -0.3% | 7,234 | $861K |
| ABLE Financial Group, LLC | 0.21% | No change | 7,233 | $861K |
| Peoples Bank | 0.52% | No change | 7,069 | $842K |
| StoneX Group Inc. | 0.04% | Add +23.0% | 6,973 | $830K |
| Optima Capital LLC | 0.45% | Reduce -38.3% | 6,964 | $829K |
| Rockland Trust Co. | 0.04% | Reduce -0.7% | 6,801 | $810K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -12.9% | 6,684 | $796K |
| Stonebridge Financial Group, LLC | 0.08% | Reduce -1.1% | 6,606 | $787K |
| Maridea Wealth Management LLC | 0.20% | Reduce -70.5% | 6,497 | $774K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -8.7% | 6,469 | $770K |
| Choreo, LLC | 0.01% | Reduce -3.3% | 6,450 | $768K |
| Peak Asset Management, LLC | 0.14% | Reduce -3.1% | 6,389 | $761K |
| Fairvoy Private Wealth, LLC | 0.18% | Add +87.4% | 6,240 | $743K |
| Retirement Income Solutions, Inc. | 0.14% | Reduce -6.3% | 6,196 | $738K |
| Stelac Advisory Services LLC | 0.28% | Add +277.1% | 6,181 | $736K |
| Vicus Capital | 0.06% | Add +12.6% | 6,085 | $725K |
| Fiduciary Alliance LLC | 0.05% | Add +7.9% | 5,986 | $713K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.9% | 5,980 | $712K |
| Pacific Financial Group Inc. | 0.55% | Reduce -2.3% | 5,925 | $706K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -87.7% | 5,814 | $692K |
| Mutual Advisors, LLC | 0.02% | Add +13.6% | 5,850 | $692K |
| Ieq Capital, LLC | 0.00% | Add +54.2% | 5,605 | $667K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -26.7% | 5,601 | $667K |
| Swmg, LLC | 0.22% | Reduce -24.2% | 5,631 | $665K |
| Vista Investment Partners Ii, LLC | 0.32% | New | 5,582 | $665K |
| Apollon Wealth Management, LLC | 0.01% | Add +6.3% | 5,575 | $664K |
| Banque Pictet & Cie SA | 0.01% | No change | 5,570 | $663K |
| Charles Schwab Trust Co | 0.05% | Reduce -1.6% | 5,501 | $655K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +58.9% | 5,417 | $645K |
| Principal Securities, Inc. | 0.01% | Reduce -19.9% | 5,374 | $640K |
| Boreal Capital Management LLC | 0.61% | — | 5,327 | $634K |
| Cornerstone Wealth Group, LLC | 0.05% | Reduce -12.7% | 5,313 | $633K |
| Noble Family Wealth, LLC | 0.15% | No change | 5,309 | $632K |
| Argus Investors' Counsel, Inc. | 0.45% | No change | 5,267 | $627K |
| Fortis Group Advisors, LLC | 0.11% | New | 5,263 | $623K |
| Mechanics Bank Trust Department | 0.09% | Add +73.3% | 5,200 | $619K |
| Ethos Financial Group, LLC | 0.05% | Reduce -16.3% | 5,135 | $612K |
| Forefront Analytics, LLC | 0.68% | Add +176.6% | 5,119 | $610K |
| Blair William & Co. | 0.00% | Reduce -16.5% | 5,106 | $608K |
| Iams Wealth Management, LLC | 0.27% | Add +2.4% | 5,025 | $598K |
| Blue Edge Capital, LLC | 0.09% | Reduce -12.0% | 5,018 | $598K |
| Rede Wealth, LLC | 0.21% | Reduce -0.5% | 4,937 | $588K |
| Kelly Financial Group LLC | 0.17% | Reduce -57.6% | 4,894 | $583K |
| Cadence Bank | 0.04% | No change | 4,858 | $579K |
| Northwest Wealth Management, LLC | 0.10% | Add +7.0% | 4,836 | $576K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -10.3% | 4,834 | $576K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +4.3% | 4,829 | $575K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -2.5% | 4,808 | $570K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -3.8% | 4,770 | $568K |
| CVA Family Office, LLC | 0.08% | Reduce -0.6% | 4,767 | $568K |
| Argyle Capital Partners, LLC | 0.46% | Add +28.3% | 4,729 | $563K |
| Arkadios Wealth Advisors | 0.02% | Reduce -40.7% | 4,724 | $563K |
| BSW Wealth Partners | 0.08% | Reduce -8.3% | 4,704 | $560K |
| MMBG Investment Advisors Co. | 0.06% | Add +41.7% | 4,690 | $559K |
| Berkshire Asset Management LLC | 0.03% | New | 4,684 | $558K |
| Fsa Wealth Partners, Inc. | 0.27% | New | 4,660 | $555K |
| Argent Advisors, Inc. | 0.17% | Reduce -9.9% | 4,585 | $546K |
| Summit Financial, LLC | 0.01% | Reduce -34.2% | 4,572 | $545K |
| Stephens Group Asset Management, LLC | 0.04% | Reduce -7.7% | 4,541 | $541K |
| First United Bank & Trust | 0.19% | Add +33.2% | 4,524 | $539K |
| RMR Wealth Builders | 0.05% | No change | 4,500 | $536K |
| Private Trust Co. NA | 0.05% | Add +13.0% | 4,466 | $532K |
| Element Wealth, LLC | 0.24% | Reduce -3.6% | 4,445 | $529K |
| Net Worth Advisory Group | 0.12% | New | 4,436 | $528K |
| Bigelow Investment Advisors, LLC | 0.23% | Add +15.9% | 4,397 | $524K |
| PFG Investments, LLC | 0.03% | Add +4.1% | 4,366 | $520K |
| Obsido Oy | 0.39% | Reduce -1.6% | 4,343 | $517K |
| Southeast Asset Advisors, LLC | 0.06% | Add +20.3% | 4,331 | $516K |
| Deutsche Bank AG | 0.00% | No change | 4,295 | $511K |
| Midwest Trust Co | 0.01% | — | 4,185 | $498K |
| Cambiar Investors LLC | 0.02% | Reduce -9.8% | 4,139 | $493K |
| Omega Financial Group, LLC | 0.18% | No change | 4,082 | $486K |
| Channel Wealth LLC | 0.14% | No change | 4,082 | $486K |
| Kathleen S. Wright Associates Inc. | 0.19% | Reduce -0.7% | 4,000 | $476K |
| Walkner Condon Financial Advisors LLC | 0.09% | Reduce -1.0% | 3,958 | $471K |
| Israel Discount Bank of New York | 1.77% | Add +1.1% | 3,905 | $465K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -3.0% | 3,887 | $463K |
| High Probability Advisors, LLC | 0.07% | Reduce -20.7% | 3,878 | $462K |
| Bulltick Wealth Management, LLC | 0.11% | Reduce -78.0% | 3,840 | $457K |
| Woodward Diversified Capital, LLC | 0.23% | Add +61.0% | 3,835 | $457K |
| Sachem Hill LLC | 0.09% | Reduce -7.1% | 3,826 | $456K |
| BTS Asset Management, Inc. | 0.55% | New | 3,802 | $453K |
| PrairieView Partners, LLC | 0.04% | Add +4.7% | 3,779 | $450K |
| Insigneo Advisory Services, LLC | 0.04% | Add +79.0% | 3,747 | $446K |
| Patten Group, Inc. | 0.09% | Reduce -9.5% | 3,740 | $445K |
| Stanley-Laman Group, Ltd. | 0.07% | Reduce -2.0% | 3,724 | $444K |
| Maxele Advisors, LLC | 0.38% | Reduce -0.7% | 3,704 | $441K |
| West Paces Advisors Inc. | 0.09% | Reduce -2.7% | 3,587 | $427K |
| Belpointe Asset Management LLC | 0.02% | Add +7.2% | 3,552 | $423K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -50.2% | 3,506 | $418K |
| NDWM LLC | 0.31% | Add +0.3% | 3,501 | $417K |
| Arrien Investments, Inc. | 0.26% | New | 3,439 | $410K |
| NBT Bank, N.A. | 0.03% | No change | 3,350 | $399K |
| Members Trust Co | 0.01% | No change | 3,339 | $398K |
| Robinswood Financial LLC | 0.14% | No change | 3,313 | $395K |
| Tsfg, LLC | 0.07% | Reduce -12.0% | 3,303 | $393K |
| J. Safra Sarasin Holding AG | 0.01% | New | 3,296 | $393K |
| Forte Asset Management LLC | 0.20% | No change | 3,250 | $387K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 3,247 | $387K |
| JGP Wealth Management, LLC | 0.05% | Add +53.0% | 3,244 | $386K |
| Eaton Financial Holdings Company, LLC | 0.12% | New | 3,238 | $386K |
| Aries Wealth Management | 0.10% | No change | 3,238 | $386K |
| Alhambra Investment Management LLC | 0.19% | No change | 3,222 | $384K |
| Carnegie Investment Counsel | 0.01% | Reduce -28.6% | 3,219 | $383K |
| Phoenix Financial Ltd. | 0.01% | No change | 3,219 | $383K |
| Edgestream Partners, L.P. | 0.01% | New | 3,123 | $372K |
| Two Sigma Securities, LLC | 0.05% | Add +42.9% | 3,119 | $371K |
| Lowe Wealth Advisors, LLC | 0.14% | Add +7685.0% | 3,114 | $371K |
| Kestra Investment Management, LLC | 0.01% | New | 3,113 | $371K |
| WBH Advisory Inc. | 0.03% | New | 3,099 | $369K |
| Genesis Wealth Advisors, LLC | 0.28% | Reduce -1.4% | 3,078 | $367K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -6.3% | 3,074 | $366K |
| Obermeyer Wealth Partners | 0.02% | New | 3,073 | $366K |
| Freedom Investment Management, Inc. | 0.03% | Add +1.5% | 3,065 | $365K |
| WestHill Financial Advisors, Inc. | 0.08% | No change | 3,054 | $364K |
| Caldwell Sutter Capital, Inc. | 0.17% | Add +4.8% | 3,045 | $363K |
| RFG Advisory, LLC | 0.01% | Reduce -49.4% | 3,026 | $360K |
| Napa Wealth Management | 0.17% | Reduce -16.3% | 3,008 | $358K |
| Park Edge Advisors, LLC | 0.09% | New | 2,999 | $357K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,995 | $357K |
| Creative Financial Designs Inc. | 0.03% | Add +15.8% | 2,991 | $356K |
| Petra Financial Advisors Inc. | 0.22% | Reduce -2.1% | 2,939 | $350K |
| First Heartland Consultants, Inc. | 0.03% | New | 2,928 | $349K |
| Foster Group, Inc. | 0.01% | New | 2,923 | $348K |
| Potomac Fund Management Inc. | 0.02% | Reduce -7.2% | 2,908 | $343K |
| Principle Wealth Partners LLC | 0.02% | Reduce -45.7% | 2,837 | $338K |
| Quotient Wealth Partners, LLC | 0.01% | Add +34.7% | 2,836 | $338K |
| Blalock Williams, LLC | 0.34% | Reduce -64.1% | 2,833 | $337K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +4483.3% | 2,750 | $327K |
| Unconventional Investor, LLC | 0.18% | Reduce -2.0% | 2,737 | $326K |
| Bfsg, LLC | 0.04% | No change | 2,724 | $324K |
| Cibc World Market Inc. | 0.00% | Reduce -11.2% | 2,710 | $323K |
| Valley Wealth Managers, Inc. | 0.02% | Reduce -1.8% | 2,663 | $317K |
| Legacy Capital Group California, Inc. | 0.09% | Reduce -12.2% | 2,641 | $315K |
| Fiducient Advisors LLC | 0.04% | No change | 2,626 | $313K |
| Founders Grove Wealth Partners, LLC | 0.08% | New | 2,625 | $313K |
| Value Partners Investments Inc. | 0.02% | No change | 2,605 | $310K |
| Busey Bank | 0.01% | Add +1.0% | 2,590 | $308K |
| Pasadena Private Wealth, LLC | 0.05% | No change | 2,522 | $300K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -18.5% | 2,517 | $300K |
| Park Place Capital Corp | 0.07% | No change | 2,522 | $299K |
| HUB Investment Partners, LLC | 0.01% | Add +25.7% | 2,476 | $295K |
| Rossby Financial, LCC | 0.11% | Reduce -0.7% | 2,469 | $294K |
| Procyon Advisors, LLC | 0.03% | New | 2,440 | $291K |
| Mather Group, Llc. | 0.00% | Reduce -8.5% | 2,424 | $289K |
| Prosperity Financial Group, Inc. | 0.12% | New | 2,423 | $289K |
| Advance Capital Management, Inc. | 0.01% | No change | 2,411 | $287K |
| Adams Wealth Management | 0.05% | Reduce -7.6% | 2,399 | $286K |
| CacheTech Inc. | 0.05% | Reduce -7.6% | 2,399 | $286K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -0.5% | 2,397 | $285K |
| Duncan Williams Asset Management, LLC | 0.09% | No change | 2,329 | $277K |
| Chemistry Wealth Management LLC | 0.06% | No change | 2,323 | $277K |
| Goldstone Financial Group, LLC | 0.04% | Add +15.7% | 2,340 | $276K |
| Frederick Financial Consultants, LLC | 0.17% | Reduce -7.5% | 2,308 | $275K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 2,295 | $273K |
| Calton & Associates, Inc. | 0.05% | New | 2,293 | $273K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +3.7% | 2,285 | $272K |
| Westfuller Advisors, LLC | 0.15% | Add +0.9% | 2,262 | $269K |
| Brightwater Advisory LLC | 0.19% | Add +19.9% | 2,260 | $269K |
| Gateway Wealth Partners, LLC | 0.05% | New | 2,246 | $267K |
| Headlands Technologies LLC | 0.03% | Add +56.9% | 2,233 | $266K |
| SouthState Bank Corp | 0.01% | Add +1.4% | 2,205 | $263K |
| DHK Financial Advisors, Inc. | 0.15% | Reduce -50.0% | 2,200 | $262K |
| King Wealth Management Group | 0.04% | Add +5.0% | 2,182 | $260K |
| My Legacy Advisors, LLC | 0.09% | Add +23.6% | 2,193 | $259K |
| Ssa Swiss Advisors AG | 0.12% | Reduce -16.2% | 2,154 | $255K |
| Root Financial Partners, LLC | 0.02% | New | 2,131 | $254K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -14.4% | 2,131 | $254K |
| United Asset Strategies, Inc. | 0.02% | Reduce -9.3% | 2,114 | $252K |
| DT Investment Partners, LLC | 0.02% | Add +13.1% | 2,107 | $251K |
| My Personal CFO, LLC | 0.11% | No change | 2,096 | $250K |
| NorthRock Partners, LLC | 0.01% | Reduce -14.8% | 2,082 | $248K |
| Wealthquest Corp | 0.02% | Add +5.0% | 2,068 | $246K |
| Flagstone Financial Management | 0.07% | Reduce -2.1% | 2,042 | $243K |
| Tobias Financial Advisors, Inc. | 0.04% | No change | 2,037 | $243K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -9.3% | 2,016 | $240K |
| Carl P. Sherr & Co., LLC | 0.12% | New | 2,015 | $240K |
| HB Wealth Management, LLC | 0.00% | New | 2,015 | $240K |
| Coppell Advisory Solutions LLC | 0.03% | New | 2,014 | $239K |
| Aspiriant, LLC | 0.01% | Reduce -42.0% | 2,004 | $239K |
| Bensler, LLC | 0.03% | Add +5.2% | 1,971 | $235K |
| Arkansas Financial Group, Inc. | 0.04% | Add +1.9% | 1,962 | $234K |
| Sovran Advisors, LLC | 0.02% | Reduce -58.8% | 1,981 | $234K |
| KDK Private Wealth Management, LLC | 0.25% | Add +4.4% | 1,959 | $233K |
| Dopkins Wealth Management, LLC | 0.10% | No change | 1,943 | $231K |
| Flagstar Securities, Inc. | 0.06% | Reduce -7.5% | 1,919 | $229K |
| Ledyard National Bank | 0.02% | No change | 1,913 | $228K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -49.6% | 1,901 | $226K |
| Sigma Planning Corp | 0.01% | Reduce -39.4% | 1,894 | $225K |
| Oxbow Advisors, LLC | 0.03% | New | 1,892 | $225K |
| Interactive Financial Advisors, Inc. | 0.11% | Reduce -0.1% | 1,862 | $222K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,836 | $219K |
| Modera Wealth Management, LLC | 0.00% | Reduce -5.3% | 1,800 | $214K |
| Bar Harbor Wealth Management | 0.01% | New | 1,783 | $212K |
| Venture Visionary Partners LLC | 0.01% | New | 1,773 | $211K |
| City Center Advisors, LLC | 0.23% | Reduce -35.2% | 1,762 | $210K |
| Evercore Wealth Management, LLC | 0.00% | No change | 1,760 | $210K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.2% | 1,759 | $209K |
| Renasant Bank | 0.14% | No change | 1,752 | $209K |
| Acas, LLC | 0.14% | Reduce -12.5% | 1,738 | $207K |
| Sax Wealth Advisors, LLC | 0.01% | New | 1,725 | $205K |
| Dakota Wealth Management | 0.00% | Reduce -14.5% | 1,716 | $204K |
| Institute for Wealth Management, LLC. | 0.02% | New | 1,714 | $204K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.03% | Add +0.1% | 1,714 | $204K |
| Kovack Advisors, Inc. | 0.02% | Reduce -26.1% | 1,696 | $202K |
| Western Wealth Management, LLC | 0.01% | Reduce -26.0% | 1,688 | $201K |
| Centaurus Financial, Inc. | 0.01% | Reduce -6.6% | 1,644 | $196K |
| Logan Capital Management Inc. | 0.01% | Add +8.3% | 1,613 | $192K |
| Wolff Wiese Magana LLC | 0.12% | No change | 1,578 | $188K |
| Investors Research Corp | 0.04% | Add +4.2% | 1,574 | $187K |
| Evelyn Partners Asset Management Ltd | 0.04% | No change | 1,427 | $170K |
| Ridgewood Investments LLC | 0.07% | Reduce -10.8% | 1,336 | $159K |
| Roble, Belko & Company, Inc | 0.02% | Reduce -62.3% | 1,294 | $154K |
| Capital Analysts, LLC | 0.01% | Add +0.3% | 1,262 | $150K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.7% | 1,250 | $149K |
| Eastern Bank | 0.00% | Reduce -6.0% | 1,197 | $143K |
| CNB Bank | 0.06% | No change | 1,113 | $133K |
| Banque Cantonale Vaudoise | 0.01% | No change | 1,087 | $129K |
| First Horizon Advisors, Inc. | 0.00% | Add +51.6% | 1,034 | $123K |
| Morton Brown Family Wealth, LLC | 0.04% | No change | 994 | $118K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 988 | $118K |
| AdvisorNet Financial, Inc | 0.01% | Add +1534.5% | 948 | $113K |
| Ameritas Advisory Services, LLC | 0.01% | New | 946 | $113K |
| Brooklyn Investment Group | 0.01% | New | 934 | $111K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 886 | $106K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -8.1% | 850 | $101K |
| LFA - Lugano Financial Advisors SA | 0.06% | No change | 835 | $99K |
| Montag A & Associates Inc. | 0.00% | Reduce -20.4% | 829 | $99K |
| 1620 Investment Advisors, Inc. | 0.07% | Reduce -2.1% | 799 | $95K |
| Union Bancaire Privee, UBP SA | 0.00% | Reduce -84.4% | 716 | $85K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 712 | $85K |
| MCF Advisors LLC | 0.01% | No change | 704 | $84K |
| Cedar Mountain Advisors, LLC | 0.02% | Add +47.2% | 702 | $84K |
| Clearstead Trust, LLC | 0.02% | No change | 701 | $83K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 698 | $83K |
| Trust Co. of Vermont | 0.00% | No change | 650 | $77K |
| Bristlecone Advisors, LLC | 0.01% | Add +1.0% | 634 | $75K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +58.4% | 597 | $71K |
| Kiker Wealth Management, LLC | 0.04% | No change | 568 | $68K |
| Gen-Wealth Partners Inc | 0.03% | Add +1.8% | 564 | $67K |
| Blue Trust, Inc. | 0.00% | Add +45.1% | 537 | $64K |
| Lanark Financial, Inc. | 0.00% | Add +51.7% | 499 | $59K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -42.3% | 474 | $56K |
| Parallel Advisors, LLC | 0.00% | Add +8.3% | 471 | $56K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -22.2% | 452 | $54K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 451 | $54K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -64.4% | 444 | $53K |
| TCTC Holdings, LLC | 0.00% | No change | 429 | $51K |
| Cedar Wealth Management, LLC | 0.02% | New | 425 | $51K |
| Nemes Rush Group LLC | 0.00% | Add +0.8% | 375 | $45K |
| CoreCap Advisors, LLC | 0.00% | Reduce -5.1% | 371 | $44K |
| Smallwood Wealth Investment Management, LLC | 0.02% | Add +19.2% | 366 | $44K |
| WealthShield Partners, LLC | 0.01% | No change | 360 | $43K |
| Arax Advisory Partners | 0.00% | Add +54.1% | 359 | $43K |
| Rothschild Investment LLC | 0.00% | Add +0.3% | 355 | $42K |
| Webster Bank, N. A. | 0.00% | Add +3.0% | 345 | $41K |
| Crews Bank & Trust | 0.01% | No change | 317 | $38K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 308 | $36K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 303 | $36K |
| Coston, McIsaac & Partners | 0.01% | No change | 309 | $36K |
| Delos Wealth Advisors, LLC | 0.03% | New | 283 | $34K |
| LRI Investments, LLC | 0.00% | Add +231.1% | 245 | $29K |
| Richardson Financial Services Inc. | 0.02% | Reduce -0.4% | 229 | $27K |
| Family Manage LLC | 0.00% | Reduce -60.0% | 226 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 225 | $27K |
| Tortoise Investment Management, LLC | 0.00% | No change | 220 | $26K |
| 2UniFi Bank | 0.01% | No change | 215 | $26K |
| Beacon Capital Management, LLC | 0.00% | Add +102.9% | 211 | $25K |
| Avion Wealth | 0.01% | Add +111.8% | 216 | $25K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 212 | $25K |
| Capital Investment Counsel, Inc | 0.00% | No change | 204 | $24K |
| Biltmore Family Office, LLC | 0.00% | New | 200 | $24K |
| Pacifica Partners Inc. | 0.01% | No change | 200 | $24K |
| CENTRAL TRUST Co | 0.00% | No change | 199 | $24K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 196 | $23K |
| Ancora Advisors LLC | 0.00% | No change | 175 | $21K |
| Hanson & Doremus Investment Management | 0.00% | No change | 165 | $20K |
| Northwest Capital Management Inc | 0.01% | Reduce -59.1% | 164 | $20K |
| Tompkins Financial Corp. | 0.00% | No change | 157 | $19K |
| Hara Capital LLC | 0.01% | No change | 156 | $19K |
| Breakwater Investment Management | 0.01% | No change | 152 | $18K |
| Financial Management Professionals, Inc. | 0.00% | No change | 151 | $18K |
| WPG Advisers, LLC | 0.01% | No change | 142 | $17K |
| American National Bank & Trust | 0.00% | New | 141 | $17K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 136 | $16K |
| Copia Wealth Management | 0.01% | Add +26.7% | 133 | $16K |
| Granite FO LLC | 0.01% | No change | 133 | $16K |
| Friedenthal Financial | 0.01% | Reduce -99.7% | 132 | $16K |
| Versant Capital Management, Inc | 0.00% | No change | 131 | $16K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 130 | $15K |
| Caldwell Trust Co | 0.00% | No change | 128 | $15K |
| Dunhill Financial, LLC | 0.00% | New | 128 | $15K |
| Team Financial Group, LLC | 0.01% | New | 127 | $15K |
| Capital A Wealth Management, LLC | 0.15% | New | 115 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -44.1% | 109 | $13K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -38.6% | 108 | $13K |
| Mascoma Wealth Management LLC | 0.00% | Add +1.0% | 103 | $12K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 102 | $12K |
| EPG Wealth Management LLC | 0.00% | No change | 99 | $12K |
| Keystone Global Partners, LLC | 0.01% | Reduce -82.7% | 95 | $11K |
| Barrett & Company, Inc. | 0.00% | No change | 89 | $11K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +388.9% | 88 | $10K |
| Westside Investment Management, Inc. | 0.00% | New | 85 | $10K |
| Briaud Financial Planning Inc | 0.00% | No change | 89 | $10K |
| Founders Financial Alliance, LLC | 0.00% | No change | 81 | $10K |
| Winthrop Capital Management, LLC | 0.00% | No change | 73 | $9K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -48.5% | 71 | $8K |
| NewSquare Capital LLC | 0.00% | No change | 66 | $8K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 57 | $7K |
| GAMMA Investing LLC | 0.00% | No change | 55 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 50 | $6K |
| Atlantic Union Bankshares Corp | 0.00% | New | 49 | $6K |
| Flagship Wealth Advisors, LLC | 0.00% | Add +84.0% | 46 | $5K |
| Bank of New Hampshire | 0.00% | No change | 45 | $5K |
| Quaker Wealth Management, LLC | 0.00% | — | 40 | $5K |
| Alpine Bank Wealth Management | 0.00% | New | 36 | $4K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 35 | $4K |
| Archer Investment Corp | 0.00% | No change | 34 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 32 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 32 | $4K |
| Park Square Financial Group, LLC | 0.00% | Reduce -72.0% | 28 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 27 | $3K |
| Van Eck Associates Corp. | 0.00% | Reduce -69.6% | 28 | $3K |
| Albion Financial Group | 0.00% | New | 24 | $3K |
| AlphaCore Capital LLC | 0.00% | No change | 21 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -92.7% | 20 | $2K |
| Dogwood Wealth Management LLC | 0.00% | New | 19 | $2K |
| IMG Wealth Management, Inc. | 0.00% | No change | 18 | $2K |
| Smithfield Trust Co | 0.00% | Reduce -36.4% | 14 | $2K |
| Integrity Financial Corp | 0.00% | No change | 13 | $2K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 13 | $1K |
| Financial Gravity Companies, Inc. | 0.00% | — | 12 | $1K |
| Howe & Rusling Inc. | 0.00% | Reduce -35.7% | 9 | $1K |
| Spurstone Advisory Services, LLC | 0.01% | No change | 8 | $952 |
| Sunbelt Securities, Inc. | 0.00% | No change | 5 | $621 |
| Independence Bank of Kentucky | 0.00% | No change | 3 | $357 |
| Key Financial Inc | 0.00% | No change | 3 | $357 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $239 |
"% 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.