iShares 3-7 Year Treasury BoIEIETF
13F holders, Q3 2025 (September 30)778holders +7
74new positions
63sold out
3famous investors
$119.39avg. 13F price*
At the end of Q3 2025, 778 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings, up 7 from Q2 2025. 74 opened new positions and 63 sold out. The largest holders were JPMorgan Chase & Co. ($2.0B), Bank of America Corp. ($841.1M) and Captrust Financial Advisors ($674.4M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $45.1M |
| Exits | 63 | $58.3M |
All 13F filers, Q2 2025 → Q3 2025: 16,184,248 shares bought and 3,617,418 shares sold, net +12,566,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 778 holders
| JPMorgan Chase & Co. | 0.13% | Add +37.7% | 16,513,521 | $2.0B |
| Bank of America Corp. | 0.06% | Add +3.6% | 7,037,805 | $841.1M |
| Captrust Financial Advisors | 1.38% | Add +54.6% | 5,643,321 | $674.4M |
| Invesco Ltd. | 0.08% | No change | 4,292,100 | $512.9M |
| Financial Engines Advisors L.L.C. | 0.97% | Add +5.9% | 4,253,967 | $508.4M |
| Envestnet Asset Management Inc. | 0.13% | Add +9.3% | 3,676,586 | $439.4M |
| BlackRock, Inc. | 0.01% | Add +310.9% | 3,424,127 | $409.2M |
| Morgan Stanley | 0.02% | Reduce -1.3% | 2,993,888 | $357.8M |
| Assetmark, Inc. | 0.73% | Add +12.4% | 2,862,009 | $342.0M |
| Ameriprise Financial Inc. | 0.07% | Reduce -0.8% | 2,719,795 | $324.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.85% | Add +2.7% | 2,516,836 | $300.8M |
| LPL Financial LLC | 0.08% | Add +17.6% | 2,203,954 | $263.4M |
| UBS Group AG | 0.05% | Reduce -4.2% | 2,100,257 | $251.0M |
| Wells Fargo & Company | 0.05% | Reduce -3.1% | 2,039,591 | $243.8M |
| Stifel Financial Corp. | 0.22% | Reduce -6.1% | 2,036,746 | $243.4M |
| Wit, LLC | 5.49% | Reduce -17.9% | 2,029,697 | $242.6M |
| Truist Financial Corp. | 0.31% | Add +3.3% | 1,936,307 | $231.4M |
| Cerity Partners LLC | 0.36% | Add +2.6% | 1,846,448 | $220.7M |
| Janney Montgomery Scott LLC | 0.51% | Add +13.8% | 1,786,726 | $213.5M |
| Raymond James Financial Inc. | 0.06% | Add +12.4% | 1,456,028 | $174.0M |
| Creative Planning | 0.13% | Reduce -4.2% | 1,378,438 | $164.7M |
| Clarity Financial LLC | 15.61% | Add +126.8% | 1,316,381 | $157.3M |
| WestEnd Advisors, LLC | 3.23% | Add +13.8% | 1,155,466 | $138.1M |
| Tanglewood Wealth Management, Inc. | 11.62% | Reduce -0.9% | 1,045,950 | $125.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.1% | 1,043,926 | $124.8M |
| Royal Bank of Canada | 0.02% | Add +7.1% | 1,038,424 | $124.1M |
| Armstrong Advisory Group, Inc. | 8.07% | Add +1.6% | 957,560 | $114.4M |
| FMR LLC | 0.01% | Reduce -7.0% | 948,471 | $113.4M |
| Facet Wealth, Inc. | 2.06% | Add +6.0% | 832,250 | $99.5M |
| Focus Partners Wealth | 0.15% | Add +6.0% | 795,211 | $95.0M |
| Evergreen Capital Management LLC | 2.19% | Add +20.7% | 770,585 | $92.1M |
| Cetera Investment Advisers | 0.11% | Add +18.1% | 762,330 | $91.1M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +216.3% | 739,010 | $88.3M |
| Osaic Holdings, Inc. | 0.11% | Add +35.6% | 677,986 | $81.1M |
| Bluespring Wealth Management, LLC | 6.26% | Add +4.8% | 602,550 | $72.0M |
| Strategic Point Investment Advisors, LLC | 10.21% | Add +1.8% | 594,841 | $71.1M |
| Johnson Financial Group, Inc. | 2.66% | Add +7.6% | 593,389 | $70.9M |
| Dynasty Wealth Management, LLC | 0.95% | Add +120.8% | 593,126 | $70.9M |
| PNC Financial Services Group, Inc. | 0.04% | Add +2.2% | 568,654 | $68.0M |
| Sagespring Wealth Partners, LLC | 1.19% | Add +5.7% | 510,439 | $61.0M |
| Mariner, LLC | 0.07% | Add +0.6% | 482,982 | $57.7M |
| NorthCoast Asset Management LLC | 0.22% | Reduce -20.1% | 465,686 | $55.7M |
| Victory Capital Management Inc. | 0.03% | Add +13.2% | 463,829 | $55.4M |
| Waverly Advisors, LLC | 0.55% | Reduce -0.5% | 459,418 | $54.9M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.52% | Add +3.1% | 432,750 | $51.7M |
| School Employees Retirement Board of Ohio | 25.97% | Add +0.2% | 421,430 | $50.4M |
| Curi Capital, LLC | 0.90% | Reduce -11.0% | 409,980 | $49.0M |
| TD Private Client Wealth LLC | 1.10% | Add +15.5% | 409,944 | $49.0M |
| Keybank National Association | 0.16% | Add +2.6% | 392,735 | $46.9M |
| Bank of New York Mellon Corp | 0.01% | Add +18.9% | 366,865 | $43.8M |
| DDFG, Inc | 9.60% | Add +3.3% | 347,955 | $41.6M |
| Franklin Resources Inc. | 0.01% | Add +7.5% | 342,771 | $41.0M |
| Silicon Valley Capital Partners | 3.53% | Add +9.3% | 313,006 | $37.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.28% | Add +18.5% | 305,198 | $36.4M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -0.0% | 297,980 | $35.6M |
| SkyView Investment Advisors, LLC | 4.47% | Add +0.1% | 296,167 | $35.4M |
| OneDigital Investment Advisors LLC | 0.36% | Add +0.3% | 292,529 | $35.0M |
| Benjamin Edwards Inc. | 0.38% | Reduce -53.0% | 279,514 | $33.4M |
| Willis Johnson & Associates, Inc. | 1.92% | Add +8.8% | 259,208 | $31.0M |
| O'shaughnessy Asset Management, LLC | 0.18% | Add +24.3% | 256,070 | $30.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +3.5% | 249,247 | $29.8M |
| HighTower Advisors, LLC | 0.03% | Add +15.5% | 246,840 | $29.5M |
| Klaas Financial Asset Advisors, LLC | 4.40% | Add +2.1% | 245,588 | $29.4M |
| Cabot Wealth Management Inc. | 3.22% | Add +7.7% | 242,845 | $29.0M |
| Hilton Capital Management, LLC | 2.23% | Add +83.0% | 230,755 | $27.6M |
| New Harbor Financial Group, LLC | 5.53% | Add +7.7% | 228,288 | $27.3M |
| Banco Santander, S.A. | 0.24% | Add +4.9% | 225,493 | $26.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +1.4% | 217,614 | $26.0M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +133.7% | 213,064 | $25.5M |
| US Bancorp \de | 0.03% | Add +0.9% | 212,711 | $25.4M |
| MBL Wealth, LLC | 2.19% | Add +4.8% | 209,779 | $25.1M |
| Strategic Wealth Partners, Ltd. | 1.81% | Add +3.4% | 202,777 | $24.2M |
| Allianz Asset Management GmbH | 0.03% | Add +0.8% | 201,800 | $24.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -52.3% | 200,699 | $24.0M |
| Beacon Bank & Trust | 5.14% | Add +15.0% | 199,905 | $23.9M |
| Anchor Capital Advisors LLC | 0.68% | Reduce -2.0% | 196,611 | $23.5M |
| BNP Paribas Financial Markets | 0.02% | Add +101.4% | 192,136 | $23.0M |
| Hoese & Co LLP | 17.53% | Add +0.3% | 191,858 | $22.9M |
| Hantz Financial Services, Inc. | 0.34% | Add +3.6% | 190,561 | $22.8M |
| CSM Advisors, LLC | 0.63% | Reduce -17.3% | 189,900 | $22.7M |
| AmeriServ Wealth Advisors | 10.97% | Reduce -3.4% | 181,726 | $21.7M |
| Gunma Bank,Ltd. | 6.73% | Add +20.0% | 180,000 | $21.5M |
| Blueprint Investment Partners LLC | 2.93% | Add +12.2% | 174,650 | $20.9M |
| AE Wealth Management LLC | 0.13% | Add +13.2% | 174,530 | $20.9M |
| Orion Porfolio Solutions, LLC | 0.16% | Add +8.9% | 174,082 | $20.8M |
| Jmac Enterprises LLC | 3.99% | Add +6.5% | 168,812 | $20.2M |
| First American Trust, FSB | 1.44% | Add +13.0% | 166,262 | $19.9M |
| Flow Traders U.S. LLC | 0.78% | Add +16.1% | 160,688 | $19.2M |
| Lido Advisors, LLC | 0.08% | Reduce -10.1% | 160,665 | $19.2M |
| Mirabaud & Cie SA | 6.04% | Add +11.3% | 159,092 | $19.0M |
| Baird Financial Group, Inc. | 0.03% | Add +23.8% | 157,003 | $18.8M |
| Vectors Research Management, LLC | 5.81% | Reduce -2.0% | 154,154 | $18.4M |
| Independence Financial Advisors, LLC | 5.57% | Add +57.6% | 152,913 | $18.3M |
| NewEdge Advisors, LLC | 0.08% | Reduce -0.8% | 151,194 | $18.1M |
| Capital Investment Services of America, Inc. | 1.56% | Add +2.0% | 147,199 | $17.6M |
| 1832 Asset Management L.P. | 0.03% | Add +3.2% | 145,523 | $17.4M |
| Haverford Trust Co | 0.15% | Add +2.7% | 142,757 | $17.1M |
| CFS Investment Advisory Services, LLC | 1.23% | Add +0.4% | 138,253 | $16.6M |
| MML Investors Services, LLC | 0.04% | Reduce -18.8% | 138,681 | $16.6M |
| AAFMAA Wealth Management & Trust LLC | 6.54% | Add +2.9% | 137,945 | $16.5M |
| Rwa Wealth Partners, LLC | 0.19% | Reduce -6.1% | 137,852 | $16.5M |
| Courier Capital LLC | 0.94% | Reduce -0.9% | 137,842 | $16.5M |
| Leavell Investment Management, Inc. | 0.69% | Add +1.2% | 137,227 | $16.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.25% | Reduce -9.4% | 134,619 | $16.1M |
| Canal Capital Management, LLC | 2.38% | Add +2.1% | 132,622 | $15.8M |
| ETF Portfolio Partners, Inc. | 4.21% | Add +3.7% | 132,293 | $15.8M |
| Columbia Bank | 4.41% | Add +7.2% | 131,507 | $15.8M |
| Foronjy Financial LLC | 6.74% | Add +12.0% | 128,667 | $15.4M |
| Austin Wealth Management, LLC | 2.33% | Add +1.8% | 123,293 | $14.8M |
| Northern Trust Corp. | 0.00% | Reduce -4.6% | 119,091 | $14.2M |
| WCG Wealth Advisors LLC | 0.89% | Reduce -6.6% | 118,681 | $14.2M |
| &partners | 0.09% | Add +14.2% | 117,954 | $14.1M |
| Coldstream Capital Management Inc. | 0.19% | Add +0.3% | 116,892 | $14.0M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -49.0% | 115,947 | $13.9M |
| Woodmont Investment Counsel LLC | 0.91% | Add +9.2% | 115,644 | $13.8M |
| Citizens Financial Group Inc. | 0.19% | Reduce -3.0% | 114,674 | $13.7M |
| Bank of Montreal | 0.01% | Add +7.2% | 114,338 | $13.7M |
| Confluence Investment Management LLC | 0.19% | Reduce -54.7% | 112,903 | $13.5M |
| M&T Bank Corp | 0.04% | Add +0.1% | 110,709 | $13.2M |
| Bond & Devick Financial Network, Inc. | 3.96% | Reduce -4.0% | 110,298 | $13.2M |
| Gould Capital, LLC | 7.97% | Add +1.0% | 107,700 | $12.9M |
| Pictet Asset Management Holding SA | 0.01% | No change | 105,000 | $12.5M |
| Eley Financial Management, Inc | 4.41% | Add +1.0% | 102,415 | $12.2M |
| Ritholtz Wealth Management | 0.24% | Add +33.9% | 101,668 | $12.2M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Reduce -1.0% | 99,481 | $11.9M |
| Rinkey Investments | 3.14% | Add +2.8% | 98,890 | $11.8M |
| HM Payson & Co. | 0.17% | Add +6.8% | 97,633 | $11.7M |
| Criteria Caixa, S.A.U. | 1.36% | No change | 82,000 | $11.6M |
| Boltwood Capital Management | 3.05% | Reduce -0.4% | 95,803 | $11.4M |
| United Capital Financial Advisors, LLC | 0.08% | Add +19.3% | 93,424 | $11.2M |
| Ascent Group, LLC | 0.39% | Reduce -9.2% | 91,161 | $10.9M |
| Redhawk Wealth Advisors, Inc. | 1.26% | Add +17.6% | 91,142 | $10.9M |
| Paulson Wealth Management Inc. | 2.53% | Add +9.7% | 89,484 | $10.7M |
| Pinnacle Financial Partners Inc | 0.26% | Reduce -12.8% | 89,151 | $10.7M |
| Arvest Investments, Inc. | 1.53% | Add +116.1% | 88,947 | $10.6M |
| Wealthcare Capital Management LLC | 1.03% | Add +1.5% | 84,768 | $10.1M |
| MBM Wealth Consultants, LLC | 2.39% | Add +10.6% | 80,596 | $9.6M |
| Millennium Management | 0.01% | Add +259.5% | 80,524 | $9.6M |
| Kestra Private Wealth Services, LLC | 0.13% | Reduce -9.1% | 80,446 | $9.6M |
| Blueprint Financial Advisors LLC | 2.08% | Add +0.7% | 80,392 | $9.6M |
| Axxcess Wealth Management, LLC | 0.20% | Add +44.9% | 80,200 | $9.6M |
| First Financial Bank - Trust Division | 0.81% | Add +2.5% | 79,538 | $9.5M |
| Private Advisor Group, LLC | 0.05% | Add +8.3% | 79,331 | $9.5M |
| Ridgepath Capital Management LLC | 4.04% | Add +6.5% | 79,204 | $9.5M |
| Keel Point, LLC | 0.58% | Add +2.5% | 78,514 | $9.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -19.4% | 74,487 | $8.9M |
| Procyon Advisors, LLC | 0.52% | Add +2935.7% | 74,070 | $8.9M |
| MAI Capital Management | 0.06% | Reduce -3.2% | 73,785 | $8.8M |
| Vertex Planning Partners, LLC | 1.67% | Add +5.0% | 73,035 | $8.7M |
| Diversify Advisory Services, LLC | 0.29% | Reduce -0.8% | 72,742 | $8.7M |
| Jones Financial Companies LLLP | 0.01% | Add +30.6% | 69,299 | $8.3M |
| Farther Finance Advisors, LLC | 0.12% | Add +26.3% | 69,027 | $8.2M |
| Premier Path Wealth Partners, LLC | 1.06% | Add +0.5% | 68,805 | $8.2M |
| Cwm, LLC | 0.02% | Reduce -3.8% | 67,868 | $8.1M |
| Sollinda Capital Management LLC | 2.22% | Add +6.0% | 67,665 | $8.1M |
| Wrapmanager Inc. | 2.48% | Reduce -13.9% | 67,530 | $8.1M |
| Transcend Capital Advisors, LLC | 0.57% | Add +73.8% | 67,319 | $8.0M |
| Everstar Asset Management, LLC | 4.49% | Add +8.2% | 66,232 | $7.9M |
| Portfolio Design Labs, LLC | 1.36% | Reduce -20.3% | 66,097 | $7.9M |
| Stratos Wealth Advisors, LLC | 0.37% | Add +5.2% | 64,271 | $7.7M |
| DAVENPORT & Co LLC | 0.04% | Add +14.9% | 64,229 | $7.7M |
| Checchi Capital Advisers, LLC | 0.51% | Reduce -2.9% | 61,883 | $7.4M |
| Proffitt & Goodson Inc. | 1.05% | Reduce -2.3% | 61,423 | $7.3M |
| Midwest Professional Planners, LTD. | 1.78% | Add +1.3% | 60,911 | $7.3M |
| Heck Capital Advisors, LLC | 0.56% | Add +73.5% | 60,251 | $7.2M |
| James Investment Research, Inc. | 0.78% | Add +0.5% | 59,458 | $7.1M |
| Foundry Financial Group, Inc. | 3.67% | Add +10.3% | 58,466 | $7.0M |
| Proathlete Wealth Management LLC | 1.97% | Add +8.1% | 57,338 | $6.9M |
| Prudential PLC | 0.05% | Reduce -26.9% | 57,114 | $6.8M |
| Comerica Bank | 0.03% | Reduce -5.2% | 56,143 | $6.7M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Reduce -70.7% | 55,734 | $6.7M |
| CFO4Life Group, LLC | 0.96% | Reduce -13.0% | 55,522 | $6.6M |
| TPG Financial Advisors, LLC | 2.45% | Add +11.7% | 55,022 | $6.6M |
| Prospera Financial Services Inc | 0.11% | Add +1.8% | 54,613 | $6.5M |
| Capitolis Liquid Global Markets LLC | 0.05% | Reduce -66.6% | 54,300 | $6.5M |
| AlphaQuest LLC | 0.42% | Add +10.3% | 54,265 | $6.5M |
| Latko Wealth Management, Ltd. | 3.26% | Add +7.8% | 53,758 | $6.4M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -1.2% | 52,568 | $6.3M |
| Sanctuary Advisors, LLC | 0.04% | Add +17.9% | 52,520 | $6.3M |
| Financial Management Network Inc. | 1.03% | Add +2.9% | 52,435 | $6.2M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +5.4% | 52,060 | $6.2M |
| Trilogy Capital Inc. | 0.29% | Reduce -6.6% | 51,938 | $6.2M |
| Coastal Bridge Advisors, LLC | 0.47% | Add +20.9% | 51,451 | $6.1M |
| Nations Financial Group Inc, /Ia/ | 0.38% | Reduce -1.5% | 51,090 | $6.1M |
| Great Valley Advisor Group, Inc. | 0.12% | Reduce -0.7% | 51,040 | $6.1M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -20.4% | 50,995 | $6.1M |
| Camden National Bank | 0.85% | Add +7.5% | 50,976 | $6.1M |
| DSG Capital Advisors, LLC | 0.95% | Add +71.7% | 49,885 | $6.0M |
| Great Diamond Partners, LLC | 1.15% | Add +5.7% | 49,811 | $6.0M |
| Strategic Blueprint, LLC | 0.26% | Reduce -1.9% | 49,757 | $5.9M |
| MFA Wealth Services | 4.10% | Reduce -7.1% | 49,657 | $5.9M |
| Renaissance Technologies | 0.01% | Add +18.8% | 49,200 | $5.9M |
| HSBC Holdings PLC | 0.00% | Add +136.4% | 49,078 | $5.9M |
| Clearstead Advisors, LLC | 0.09% | Reduce -4.4% | 49,015 | $5.9M |
| Tennessee Valley Asset Management Partners | 0.79% | Reduce -0.2% | 48,882 | $5.8M |
| Tru Independence Asset Management 2, LLC | 3.77% | Reduce -0.8% | 47,944 | $5.7M |
| Community Trust & Investment Co. | 0.31% | Add +3.5% | 47,686 | $5.7M |
| AMG National Trust Bank | 0.14% | Add +1.7% | 47,573 | $5.7M |
| Spartan Planning & Wealth Management | 4.34% | Add +57.1% | 46,531 | $5.6M |
| Rehmann Capital Advisory Group | 0.30% | Add +9.8% | 46,519 | $5.6M |
| Lake Hills Wealth Management, LLC | 2.96% | Add +2.9% | 46,434 | $5.5M |
| Unique Wealth, LLC | 0.80% | Add +18.5% | 45,820 | $5.5M |
| Darwin Wealth Management, LLC | 1.73% | Add +2.3% | 45,655 | $5.5M |
| Atria Investments, Inc | 0.06% | Reduce -33.5% | 45,036 | $5.4M |
| JPL Wealth Management, LLC | 1.27% | Add +4.6% | 44,818 | $5.4M |
| Integrated Wealth Concepts LLC | 0.05% | Add +420.8% | 43,976 | $5.3M |
| 1 North Wealth Services LLC | 2.15% | Reduce -0.5% | 43,833 | $5.2M |
| Whalen Wealth Management Inc. | 3.06% | Add +80.8% | 43,824 | $5.2M |
| Advisory Services Network, LLC | 0.08% | Reduce -16.5% | 43,824 | $5.2M |
| Dynamic Advisor Solutions LLC | 0.15% | Add +7.6% | 43,498 | $5.2M |
| Corient Private Wealth LP | 0.01% | Reduce -10.4% | 43,347 | $5.2M |
| Values First Advisors, Inc. | 2.76% | Add +2.9% | 43,221 | $5.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.09% | Add +12.3% | 42,927 | $5.1M |
| Pinnacle Associates Ltd. | 0.07% | Add +2.0% | 41,995 | $5.0M |
| 4J Wealth Management LLC | 2.95% | Add +22.7% | 41,952 | $5.0M |
| Monument Capital Management | 1.23% | Reduce -0.5% | 41,321 | $4.9M |
| D.A. Davidson & Co. | 0.03% | Reduce -2.4% | 40,832 | $4.9M |
| Citigroup Inc. | 0.00% | Reduce -47.3% | 40,343 | $4.8M |
| Edge Wealth Management LLC | 0.85% | Add +0.1% | 40,227 | $4.8M |
| Semitam Bonam LLC | 4.22% | Add +2.7% | 39,503 | $4.7M |
| Barclays PLC | 0.00% | Reduce -60.8% | 39,350 | $4.7M |
| Tiaa Trust, National Association | 0.01% | Add +12.1% | 39,106 | $4.7M |
| Christensen, King & Associates Investment Services, Inc. | 2.00% | Reduce -4.5% | 38,888 | $4.6M |
| Forefront Wealth Partners, LLC | 1.17% | New | 38,807 | $4.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +143.4% | 38,344 | $4.6M |
| Blue Fin Capital, Inc. | 0.72% | Add +2.7% | 38,304 | $4.6M |
| Acropolis Investment Management, LLC | 0.23% | Add +4.4% | 38,256 | $4.6M |
| Cascade Financial Partners, LLC | 0.52% | Add +7.9% | 37,612 | $4.5M |
| Madison Asset Management, LLC | 0.05% | Add +1.5% | 37,337 | $4.5M |
| National Bank of Canada | 0.01% | Reduce -64.0% | 36,931 | $4.4M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +5.9% | 36,504 | $4.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.33% | Add +2.2% | 36,460 | $4.4M |
| Gladwyn Financial Advisors, Inc. | 3.12% | Add +5.3% | 36,393 | $4.3M |
| Quadrature Capital Ltd | 0.05% | New | 35,819 | $4.3M |
| Shelton Wealth Management, LLC | 1.99% | Add +2.7% | 35,726 | $4.3M |
| Opus Capital Group, LLC | 0.48% | Reduce -4.9% | 35,639 | $4.3M |
| Compound Planning, Inc. | 0.13% | Add +11.1% | 34,608 | $4.1M |
| Center For Asset Management LLC | 2.20% | Add +23.9% | 34,579 | $4.1M |
| Royal Harbor Partners, LLC | 1.38% | Add +2.0% | 34,067 | $4.1M |
| Dock Street Asset Management Inc. | 0.35% | Reduce -10.5% | 33,691 | $4.0M |
| Verdence Capital Advisors LLC | 0.23% | New | 33,304 | $4.0M |
| Newport Capital Group, LLC | 2.50% | Reduce -0.5% | 33,222 | $4.0M |
| Becker Capital Management Inc. | 0.11% | Add +7.7% | 32,880 | $3.9M |
| InTrack Investment Management Inc | 2.34% | Add +33.1% | 32,770 | $3.9M |
| Longview Financial Advisors LLC | 2.20% | No change | 31,927 | $3.8M |
| Edgestream Partners, L.P. | 0.11% | Add +917.5% | 31,777 | $3.8M |
| Algorithmic Investment Models, LLC | 2.46% | Add +0.7% | 30,992 | $3.7M |
| NorthCrest Asset Manangement, LLC | 0.09% | Reduce -6.5% | 30,998 | $3.7M |
| Cascades Capital Asset Management, LLC | 1.65% | Add +15.1% | 30,917 | $3.7M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -6.3% | 30,853 | $3.7M |
| IHT Wealth Management, LLC | 0.09% | Add +33.6% | 30,595 | $3.7M |
| PFG Advisors | 0.15% | New | 30,588 | $3.7M |
| Magnus Financial Group LLC | 0.29% | Add +2.4% | 30,114 | $3.6M |
| Vision Capital Management, Inc. | 0.44% | Reduce -1.1% | 30,011 | $3.6M |
| MAS Advisors LLC | 5.66% | Reduce -20.7% | 29,925 | $3.6M |
| International Private Wealth Advisors LLC | 2.22% | Add +204.9% | 29,580 | $3.5M |
| William Howard & Co Financial Advisors Inc | 2.96% | Add +0.0% | 29,138 | $3.5M |
| Global Retirement Partners, LLC | 0.08% | Add +20.7% | 28,830 | $3.4M |
| American National Bank of Texas | 3.20% | — | 28,412 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | New | 28,242 | $3.4M |
| Synovus Financial Corp. | 0.04% | Add +32.8% | 28,082 | $3.4M |
| Sykon Capital LLC | 1.12% | Reduce -12.3% | 27,991 | $3.3M |
| Geneos Wealth Management Inc. | 0.08% | Add +9.3% | 27,691 | $3.3M |
| IFP Advisors, Inc | 0.08% | Add +6.1% | 26,405 | $3.2M |
| ETF Store, Inc. | 3.34% | Add +9.1% | 26,343 | $3.1M |
| Fortune Financial Advisors, LLC | 2.37% | Reduce -0.1% | 26,334 | $3.1M |
| Eaton Financial Holdings Company, LLC | 0.88% | Add +711.4% | 26,272 | $3.1M |
| Maltin Wealth Management, Inc. | 1.29% | Add +4.2% | 26,010 | $3.1M |
| Tranquilli Financial Advisor LLC | 1.82% | Add +14.5% | 25,830 | $3.1M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -18.6% | 25,768 | $3.1M |
| Cyndeo Wealth Partners, LLC | 0.17% | Add +5.6% | 25,619 | $3.1M |
| Centennial Wealth Advisory LLC | 0.85% | Add +3.5% | 25,476 | $3.0M |
| Independent Financial Group, LLC | 0.07% | Add +12.4% | 25,346 | $3.0M |
| EFG Asset Management (Americas) Corp. | 0.52% | Reduce -1.8% | 25,231 | $3.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -34.2% | 25,118 | $3.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +15.2% | 25,069 | $3.0M |
| Trajan Wealth LLC | 0.12% | Reduce -8.3% | 23,802 | $2.8M |
| Retirement Capital Strategies | 1.09% | Reduce -1.1% | 23,717 | $2.8M |
| Capital Investment Advisory Services, LLC | 0.22% | Add +3.8% | 23,475 | $2.8M |
| Bright Futures Wealth Management, LLC. | 2.21% | — | 23,437 | $2.8M |
| CPR Investments Inc. | 1.89% | Add +23.6% | 22,995 | $2.7M |
| Mount Lucas Management LP | 1.24% | Reduce -42.3% | 22,953 | $2.7M |
| Capital Investment Counsel, LLC | 0.40% | Reduce -18.7% | 22,918 | $2.7M |
| Entrewealth, LLC | 1.40% | Add +19.7% | 22,806 | $2.7M |
| Fifth Third Bancorp | 0.01% | Add +16.9% | 22,656 | $2.7M |
| Robinson Value Management, Ltd. | 1.55% | Add +4.3% | 22,298 | $2.7M |
| Waterloo Capital, L.P. | 0.20% | Add +44.6% | 22,273 | $2.7M |
| Mgo One Seven LLC | 0.06% | Add +7.8% | 21,817 | $2.6M |
| Visionary Wealth Advisors | 0.12% | Reduce -19.1% | 21,748 | $2.6M |
| One Day In July LLC | 0.22% | Reduce -4.5% | 21,521 | $2.6M |
| Traphagen Investment Advisors LLC | 0.22% | Reduce -1.1% | 21,232 | $2.5M |
| Chesley Taft & Associates LLC | 0.10% | Add +6.9% | 20,728 | $2.5M |
| Vernal Point Advisors, LLC | 1.07% | No change | 20,710 | $2.5M |
| Aerodigm Wealth, LLC | 1.03% | Reduce -8.2% | 20,550 | $2.5M |
| Burke & Herbert Bank & Trust Co. | 0.53% | Reduce -0.2% | 20,451 | $2.4M |
| Global Endowment Management, LP | 0.30% | No change | 20,000 | $2.4M |
| Y.D. More Investments Ltd | 0.13% | Reduce -48.6% | 19,749 | $2.4M |
| Sequent Planning LLC | 0.67% | Reduce -50.0% | 19,647 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -2.3% | 19,504 | $2.3M |
| Endowment Wealth Management, Inc. | 1.05% | Add +29.7% | 19,430 | $2.3M |
| Hilltop Holdings Inc. | 0.12% | Add +5.5% | 19,299 | $2.3M |
| Crabel Capital Management, LLC | 2.06% | Reduce -60.8% | 19,255 | $2.3M |
| Conning Inc. | 0.08% | No change | 19,236 | $2.3M |
| Veridan Wealth LLC | 0.78% | — | 19,029 | $2.3M |
| Regatta Capital Group, LLC | 0.35% | Add +4.1% | 18,708 | $2.2M |
| Stephens Inc. | 0.03% | Add +8.2% | 18,638 | $2.2M |
| Mfa Wealth Advisors, LLC | 0.48% | Add +8.4% | 18,421 | $2.2M |
| Concord Wealth Partners | 0.30% | Add +5.7% | 18,396 | $2.2M |
| Fiduciary Trust Co | 0.02% | Reduce -12.5% | 18,326 | $2.2M |
| Resonant Capital Advisors, LLC | 0.13% | No change | 18,225 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +7.3% | 18,132 | $2.2M |
| Betterment LLC | 0.00% | Add +136.6% | 17,747 | $2.1M |
| BNP Paribas | 0.06% | Add +2.8% | 17,622 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Add +19.7% | 17,524 | $2.1M |
| RKL Wealth Management LLC | 0.18% | Reduce -1.6% | 17,463 | $2.1M |
| Headlands Technologies LLC | 0.17% | Add +681.6% | 17,454 | $2.1M |
| Paragon Capital Management Ltd | 0.39% | No change | 17,068 | $2.0M |
| Freestone Capital Holdings, LLC | 0.06% | New | 16,927 | $2.0M |
| Strategic Investment Advisors / MI | 0.18% | Add +765.0% | 146,451 | $2.0M |
| Legacy Private Trust Co. | 0.12% | No change | 16,873 | $2.0M |
| Atwood & Palmer Inc. | 0.12% | Reduce -1.3% | 16,814 | $2.0M |
| Sowell Financial Services LLC | 0.08% | Reduce -8.8% | 16,705 | $2.0M |
| Warner Financial, Inc. | 0.74% | Add +22.2% | 16,656 | $2.0M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +1.9% | 16,505 | $2.0M |
| Twele Capital Management, Inc. | 0.36% | Add +0.1% | 16,209 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -6.4% | 15,806 | $1.9M |
| MY Wealth Management Inc. | 1.66% | Add +1.2% | 15,796 | $1.9M |
| Aua Capital Management, LLC | 1.06% | Reduce -0.3% | 15,788 | $1.9M |
| Silverleafe Capital Partners, LLC | 0.58% | Reduce -1.6% | 15,651 | $1.9M |
| World Investment Advisors | 0.04% | Add +11.5% | 15,616 | $1.9M |
| Permanens Capital L.P. | 0.28% | New | 15,596 | $1.9M |
| Eagle Strategies LLC | 0.25% | Add +15.8% | 15,487 | $1.9M |
| WNY Asset Management, LLC | 0.18% | Add +0.1% | 15,466 | $1.8M |
| Simplex Trading, LLC | 0.04% | Reduce -48.9% | 15,403 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +35.2% | 15,373 | $1.8M |
| Jacobi Capital Management LLC | 0.11% | Add +17.6% | 14,920 | $1.8M |
| Regions Financial Corp. | 0.01% | Reduce -31.9% | 14,893 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -48.3% | 14,738 | $1.8M |
| Money Concepts Capital Corp. | 0.11% | Add +0.2% | 14,723 | $1.8M |
| Brian Low Financial Group, LLC | 1.36% | Reduce -3.9% | 14,673 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Reduce -9.4% | 14,409 | $1.7M |
| Verger Capital Management LLC | 0.56% | Reduce -4.7% | 14,357 | $1.7M |
| SFG Wealth Management, LLC. | 0.74% | Reduce -19.2% | 14,346 | $1.7M |
| Spire Wealth Management | 0.06% | Reduce -2.2% | 13,688 | $1.6M |
| Cary Street Partners Financial LLC | 0.04% | Add +6.3% | 13,686 | $1.6M |
| Wealth Advisory Solutions, LLC | 0.39% | Reduce -3.0% | 13,612 | $1.6M |
| Penobscot Investment Management Company, Inc. | 0.12% | Add +1.5% | 13,547 | $1.6M |
| AlTi Global, Inc. | 0.04% | Reduce -4.0% | 13,459 | $1.6M |
| E&G Advisors, LLC | 0.37% | No change | 13,437 | $1.6M |
| TFB Advisors LLC | 0.47% | Reduce -8.3% | 13,312 | $1.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.19% | Add +23.4% | 13,209 | $1.6M |
| Ascentis Independent Advisors | 0.26% | Add +1.2% | 13,025 | $1.6M |
| Generation Capital Management LLC | 1.12% | Reduce -2.3% | 12,916 | $1.5M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Reduce -7.3% | 12,787 | $1.5M |
| Partners Capital Investment Group, LLP | 0.06% | Add +0.9% | 12,644 | $1.5M |
| Twin Focus Capital Partners, LLC | 0.19% | Add +1.9% | 12,588 | $1.5M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -22.7% | 12,531 | $1.5M |
| HCR Wealth Advisors | 0.15% | Add +20.4% | 12,414 | $1.5M |
| Commerce Bank | 0.01% | Add +0.9% | 12,409 | $1.5M |
| Daymark Wealth Partners, LLC | 0.05% | Add +32.0% | 12,212 | $1.5M |
| SevenBridge Financial Group, LLC | 0.24% | Reduce -23.6% | 12,123 | $1.5M |
| JDM Financial Group LLC | 0.60% | New | 12,039 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.8% | 11,980 | $1.4M |
| Sfmg, LLC | 0.10% | Reduce -7.1% | 11,795 | $1.4M |
| Nwam LLC | 0.08% | Add +0.1% | 11,694 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +7.8% | 11,615 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +19.3% | 11,369 | $1.4M |
| Compagnie Lombard Odier SCmA | 0.01% | Add +13.5% | 11,358 | $1.4M |
| Voya Financial Advisors, Inc. | 0.13% | Add +30.8% | 11,246 | $1.3M |
| Choreo, LLC | 0.02% | Add +73.2% | 11,173 | $1.3M |
| Motiv8 Investments LLC | 0.70% | Add +31.0% | 10,972 | $1.3M |
| Cannon Advisors, Inc. | 0.85% | Reduce -6.9% | 10,567 | $1.3M |
| Tred Avon Family Wealth, LLC | 0.43% | — | 10,403 | $1.2M |
| Columbus Macro, LLC | 0.14% | Reduce -2.2% | 10,381 | $1.2M |
| Global View Capital Management LLC | 0.26% | New | 10,230 | $1.2M |
| Whittier Trust Co. | 0.01% | Reduce -42.7% | 10,242 | $1.2M |
| Maridea Wealth Management LLC | 0.19% | Add +56.1% | 10,139 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Add +29.4% | 10,052 | $1.2M |
| IFG Advisory, LLC | 0.05% | Add +26.5% | 10,030 | $1.2M |
| Martin Capital Partners, LLC | 0.46% | Reduce -8.0% | 9,930 | $1.2M |
| Brookstone Capital Management | 0.01% | Reduce -5.9% | 9,725 | $1.2M |
| Founders Grove Wealth Partners, LLC | 0.27% | Add +268.9% | 9,684 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +94.4% | 9,345 | $1.1M |
| BayBridge Capital Group, LLC | 0.70% | New | 9,245 | $1.1M |
| Bangor Savings Bank | 0.09% | Reduce -11.3% | 9,206 | $1.1M |
| Turim 21 Investimentos Ltda. | 0.37% | Reduce -70.9% | 9,215 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Add +9.0% | 8,965 | $1.1M |
| Country Club Bank | 0.06% | Add +5.3% | 8,823 | $1.1M |
| FLP Wealth Management, LLC | 2.97% | Reduce -4.0% | 8,814 | $1.1M |
| Summit Wealth Partners, LLC | 0.19% | Add +16.5% | 8,718 | $1.0M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -41.0% | 8,697 | $1.0M |
| Strathmore Capital Advisors, Inc. | 0.42% | Reduce -3.7% | 8,648 | $1.0M |
| Ogorek Anthony Joseph /NY/ | 0.30% | Add +4.6% | 8,637 | $1.0M |
| Montecito Bank & Trust | 0.16% | — | 8,627 | $1.0M |
| Summa Corp. | 0.45% | Add +10.7% | 8,624 | $1.0M |
| Emprise Bank | 0.44% | No change | 8,490 | $1.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +9.7% | 8,446 | $1.0M |
| Krilogy Financial LLC | 0.04% | New | 8,435 | $1.0M |
| Stonehaven Wealth & Tax Solutions, LLC | 0.93% | Add +2.9% | 8,401 | $1.0M |
| HORAN Wealth, LLC | 0.16% | New | 8,322 | $995K |
| CogentBlue Wealth Advisors, LLC | 0.68% | Reduce -4.6% | 8,317 | $994K |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -2.7% | 8,292 | $991K |
| Bokf, NA | 0.01% | No change | 8,276 | $989K |
| Parker Financial LLC | 0.40% | Reduce -1.2% | 8,187 | $978K |
| MorganRosel Wealth Management, LLC | 0.25% | Add +4.2% | 8,161 | $975K |
| Park Edge Advisors, LLC | 0.22% | Add +170.0% | 8,097 | $968K |
| Camarda Financial Advisors, LLC | 0.36% | Add +2.8% | 8,061 | $963K |
| GenWealth Group, Inc. | 0.18% | Reduce -0.3% | 8,034 | $960K |
| Lazard Asset Management LLC | 0.00% | New | 8,028 | $959K |
| ORG Partners LLC | 0.18% | Add +0.9% | 7,994 | $955K |
| Simplicity Wealth,LLC | 0.05% | Reduce -28.5% | 7,913 | $946K |
| Level Four Advisory Services, LLC | 0.03% | Add +0.8% | 7,872 | $941K |
| Silvia McColl Wealth Management, LLC | 0.64% | Reduce -0.7% | 7,849 | $938K |
| Merit Financial Group, LLC | 0.01% | Reduce -22.7% | 7,838 | $937K |
| Western Wealth Management, LLC | 0.05% | Add +362.1% | 7,800 | $932K |
| ABLE Financial Group, LLC | 0.20% | Add +6.0% | 7,665 | $916K |
| Elevated Capital Advisors, LLC | 0.23% | Reduce -2.2% | 7,622 | $911K |
| F/m Investments LLC | 0.04% | No change | 7,610 | $910K |
| MMBG Investment Advisors Co. | 0.08% | Add +61.4% | 7,570 | $905K |
| Timber Creek Capital Management LLC | 0.22% | Reduce -1.0% | 7,527 | $900K |
| Phil A. Younker & Associates, Ltd. | 0.69% | No change | 7,500 | $896K |
| Oak Grove Capital LLC | 0.19% | New | 7,500 | $896K |
| Modern Wealth Management, LLC | 0.02% | Reduce -72.0% | 7,454 | $891K |
| StoneX Group Inc. | 0.04% | Add +6.0% | 7,389 | $883K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +0.6% | 7,373 | $881K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -0.2% | 7,353 | $879K |
| Apella Capital, LLC | 0.02% | Reduce -35.9% | 7,227 | $870K |
| Upper Left Wealth Management, LLC | 0.54% | Reduce -0.9% | 7,235 | $865K |
| IMA Advisory Services, Inc. | 0.09% | No change | 7,234 | $865K |
| Arete Wealth Advisors, LLC | 0.05% | Add +7.9% | 7,212 | $862K |
| Smithbridge Asset Management Inc. | 0.12% | New | 7,189 | $859K |
| Regal Investment Advisors LLC | 0.06% | Reduce -5.7% | 7,104 | $849K |
| Peoples Bank | 0.52% | No change | 7,069 | $845K |
| Fisher Asset Management | 0.00% | New | 6,997 | $836K |
| Rockland Trust Co. | 0.03% | Reduce -0.0% | 6,799 | $813K |
| Vontobel Holding Ltd. | 0.00% | Reduce -25.7% | 6,785 | $811K |
| Optima Capital LLC | 0.39% | Reduce -3.1% | 6,746 | $806K |
| Stonebridge Financial Group, LLC | 0.07% | Add +0.4% | 6,630 | $792K |
| Principal Securities, Inc. | 0.01% | Add +23.4% | 6,629 | $792K |
| RFG Advisory, LLC | 0.02% | Add +117.9% | 6,595 | $788K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,554 | $783K |
| Summit Financial, LLC | 0.01% | Add +41.3% | 6,461 | $772K |
| Israel Discount Bank of New York | 2.26% | Add +63.8% | 6,398 | $765K |
| Steinberganna Wealth Management | 0.36% | — | 6,367 | $761K |
| Peak Asset Management, LLC | 0.13% | Reduce -1.1% | 6,322 | $756K |
| Fiduciary Alliance LLC | 0.05% | Add +5.5% | 6,318 | $755K |
| Private Trust Co. NA | 0.07% | Add +41.2% | 6,306 | $754K |
| Koa Wealth Management, LLC | 0.55% | New | 6,255 | $748K |
| Valmark Advisers, Inc. | 0.01% | Add +4.1% | 6,223 | $744K |
| Retirement Income Solutions, Inc. | 0.13% | No change | 6,196 | $740K |
| Fairvoy Private Wealth, LLC | 0.17% | Reduce -1.5% | 6,144 | $734K |
| Pacific Financial Group Inc. | 0.54% | Add +3.5% | 6,131 | $733K |
| XTX Topco Ltd | 0.04% | New | 6,005 | $718K |
| Eldridge Investment Advisors, Inc. | 0.16% | New | 5,950 | $709K |
| Royal Fund Management, LLC | 0.09% | Reduce -51.3% | 5,920 | $708K |
| Mutual Advisors, LLC | 0.02% | Add +0.1% | 5,856 | $703K |
| Berkshire Asset Management LLC | 0.03% | Add +24.5% | 5,831 | $697K |
| Apollon Wealth Management, LLC | 0.01% | Add +3.3% | 5,757 | $688K |
| Stelac Advisory Services LLC | 0.24% | Reduce -6.9% | 5,756 | $688K |
| Ieq Capital, LLC | 0.00% | Add +2.7% | 5,756 | $688K |
| J. Safra Sarasin Holding AG | 0.01% | Add +72.3% | 5,678 | $679K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +0.1% | 5,604 | $670K |
| Banque Pictet & Cie SA | 0.01% | No change | 5,570 | $666K |
| Hudson Portfolio Management LLC | 0.58% | Reduce -25.1% | 5,506 | $658K |
| Charles Schwab Trust Co | 0.04% | Reduce -0.3% | 5,486 | $656K |
| Iams Wealth Management, LLC | 0.26% | Add +8.2% | 5,438 | $650K |
| Argus Investors' Counsel, Inc. | 0.52% | Add +3.0% | 5,424 | $648K |
| Argyle Capital Partners, LLC | 0.46% | Add +13.4% | 5,364 | $641K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -17.4% | 5,343 | $639K |
| Core Wealth Partners LLC | 0.29% | Reduce -35.1% | 5,317 | $635K |
| Noble Family Wealth, LLC | 0.14% | No change | 5,309 | $634K |
| Savant Capital, LLC | 0.00% | New | 5,304 | $634K |
| Blair William & Co. | 0.00% | Add +1.3% | 5,171 | $618K |
| Midwest Trust Co | 0.01% | Add +21.3% | 5,076 | $607K |
| Ethos Financial Group, LLC | 0.05% | Reduce -1.5% | 5,060 | $605K |
| Cornerstone Wealth Group, LLC | 0.04% | Reduce -5.4% | 5,028 | $601K |
| CVA Family Office, LLC | 0.08% | Add +4.2% | 4,966 | $593K |
| Blue Edge Capital, LLC | 0.08% | Reduce -1.6% | 4,935 | $590K |
| Forefront Analytics, LLC | 0.56% | Reduce -4.2% | 4,904 | $586K |
| Cadence Bank | 0.04% | No change | 4,858 | $581K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -10.4% | 4,853 | $580K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 4,829 | $577K |
| Argent Advisors, Inc. | 0.17% | Add +5.1% | 4,817 | $576K |
| Caprock Group, LLC | 0.01% | — | 4,766 | $570K |
| Bigelow Investment Advisors, LLC | 0.23% | Add +7.6% | 4,732 | $566K |
| Cibc World Market Inc. | 0.00% | Add +74.6% | 4,732 | $566K |
| Obermeyer Wealth Partners | 0.03% | Add +53.3% | 4,710 | $563K |
| BSW Wealth Partners | 0.07% | No change | 4,704 | $562K |
| Bulltick Wealth Management, LLC | 0.13% | Add +22.5% | 4,703 | $562K |
| Kestra Investment Management, LLC | 0.01% | Add +50.4% | 4,682 | $560K |
| Fsa Wealth Partners, Inc. | 0.21% | Reduce -1.6% | 4,587 | $548K |
| Stephens Group Asset Management, LLC | 0.04% | No change | 4,541 | $543K |
| Faithward Advisors, LLC | 0.08% | Reduce -38.2% | 4,523 | $541K |
| RMR Wealth Builders | 0.04% | No change | 4,500 | $538K |
| Fortis Group Advisors, LLC | 0.09% | Reduce -15.1% | 4,468 | $535K |
| Northwest Wealth Management, LLC | 0.09% | Reduce -9.5% | 4,378 | $523K |
| Southeast Asset Advisors, LLC | 0.06% | Add +0.9% | 4,369 | $522K |
| Obsido Oy | 0.35% | No change | 4,343 | $519K |
| PFG Investments, LLC | 0.03% | Reduce -1.3% | 4,308 | $515K |
| Deutsche Bank AG | 0.00% | No change | 4,295 | $513K |
| Coppell Advisory Solutions LLC | 0.05% | Add +112.9% | 4,288 | $512K |
| Arkadios Wealth Advisors | 0.01% | Reduce -9.9% | 4,257 | $509K |
| Kelly Financial Group LLC | 0.13% | Reduce -13.3% | 4,242 | $507K |
| West Paces Advisors Inc. | 0.10% | Add +18.1% | 4,237 | $506K |
| Crewe Advisors LLC | 0.05% | New | 4,204 | $502K |
| Insigneo Advisory Services, LLC | 0.04% | Add +12.1% | 4,200 | $502K |
| Omega Financial Group, LLC | 0.17% | Add +2.4% | 4,178 | $499K |
| Channel Wealth LLC | 0.13% | Add +2.4% | 4,178 | $499K |
| Cambiar Investors LLC | 0.02% | No change | 4,139 | $495K |
| Kathleen S. Wright Associates Inc. | 0.18% | Add +1.3% | 4,050 | $484K |
| Element Wealth, LLC | 0.21% | Reduce -9.0% | 4,045 | $483K |
| Walkner Condon Financial Advisors LLC | 0.08% | Add +1.0% | 3,998 | $478K |
| Patten Group, Inc. | 0.09% | Add +6.7% | 3,991 | $477K |
| First United Bank & Trust | 0.15% | Reduce -14.0% | 3,889 | $465K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 3,887 | $465K |
| High Probability Advisors, LLC | 0.06% | No change | 3,878 | $464K |
| Welch Group, LLC | 0.02% | New | 3,870 | $463K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -20.2% | 3,805 | $455K |
| Woodward Diversified Capital, LLC | 0.21% | Reduce -0.9% | 3,800 | $454K |
| Harbour Investments, Inc. | 0.01% | Reduce -92.4% | 3,799 | $454K |
| Greenspring Advisors, LLC | 0.08% | — | 3,789 | $453K |
| NDWM LLC | 0.30% | Add +7.0% | 3,746 | $448K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 3,739 | $447K |
| Maxele Advisors, LLC | 0.38% | No change | 3,704 | $443K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -36.6% | 3,685 | $440K |
| Arkansas Financial Group, Inc. | 0.06% | Add +86.7% | 3,662 | $438K |
| Composition Wealth, LLC | 0.01% | New | 3,661 | $438K |
| D L Carlson Investment Group Inc. | 0.07% | Reduce -82.2% | 3,534 | $422K |
| Stanley-Laman Group, Ltd. | 0.06% | Reduce -5.3% | 3,527 | $421K |
| Wealthspire Advisors, LLC | 0.00% | No change | 3,506 | $419K |
| Robinswood Financial LLC | 0.14% | Add +5.5% | 3,495 | $418K |
| Caldwell Sutter Capital, Inc. | 0.18% | Add +13.4% | 3,452 | $413K |
| Riggs Asset Managment Co. Inc. | 0.09% | Reduce -80.1% | 3,420 | $409K |
| Belpointe Asset Management LLC | 0.02% | Reduce -4.4% | 3,396 | $406K |
| NBT Bank, N.A. | 0.03% | No change | 3,350 | $400K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -88.4% | 3,269 | $391K |
| Forte Asset Management LLC | 0.19% | No change | 3,250 | $388K |
| Alhambra Investment Management LLC | 0.18% | Add +0.7% | 3,245 | $388K |
| Aries Wealth Management | 0.09% | No change | 3,238 | $387K |
| Phoenix Financial Ltd. | 0.00% | No change | 3,219 | $385K |
| Lowe Wealth Advisors, LLC | 0.14% | Add +2.4% | 3,190 | $381K |
| Tsfg, LLC | 0.06% | Reduce -4.6% | 3,152 | $377K |
| Stableford Capital II LLC | 0.13% | New | 3,103 | $371K |
| WestHill Financial Advisors, Inc. | 0.07% | Add +1.5% | 3,099 | $370K |
| WBH Advisory Inc. | 0.03% | No change | 3,099 | $370K |
| Arrien Investments, Inc. | 0.22% | Reduce -10.0% | 3,094 | $370K |
| Sachem Hill LLC | 0.07% | Reduce -19.2% | 3,090 | $369K |
| Genesis Wealth Advisors, LLC | 0.26% | No change | 3,078 | $368K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -36.5% | 3,071 | $367K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -0.4% | 3,061 | $366K |
| Members Trust Co | 0.01% | Reduce -9.8% | 3,013 | $360K |
| Mechanics Bank Trust Department | 0.05% | Reduce -42.3% | 3,000 | $359K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,995 | $358K |
| Goldstone Financial Group, LLC | 0.04% | Add +27.7% | 2,989 | $357K |
| Potomac Fund Management Inc. | 0.01% | Add +1.8% | 2,960 | $354K |
| Foster Group, Inc. | 0.01% | Add +0.9% | 2,949 | $352K |
| Petra Financial Advisors Inc. | 0.21% | Add +0.3% | 2,947 | $352K |
| Blalock Williams, LLC | 0.30% | Add +2.8% | 2,912 | $348K |
| Napa Wealth Management | 0.16% | Reduce -3.9% | 2,891 | $346K |
| JGP Wealth Management, LLC | 0.04% | Reduce -11.8% | 2,860 | $342K |
| Principle Wealth Partners LLC | 0.02% | No change | 2,837 | $339K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -4.9% | 2,785 | $333K |
| SFI Advisors, LLC | 0.21% | New | 2,756 | $329K |
| Mosaic Financial Group, LLC | 0.23% | New | 2,749 | $329K |
| Unconventional Investor, LLC | 0.16% | Add +0.1% | 2,740 | $327K |
| Bfsg, LLC | 0.03% | Reduce -0.4% | 2,714 | $324K |
| Rossby Financial, LCC | 0.11% | Add +9.3% | 2,698 | $322K |
| West Michigan Advisors, LLC | 0.08% | New | 2,682 | $321K |
| Enclave Advisors LLC | 0.05% | New | 2,663 | $318K |
| Prosperity Financial Group, Inc. | 0.12% | Add +9.9% | 2,663 | $318K |
| Dana Investment Advisors, Inc. | 0.01% | Add +32.0% | 2,661 | $318K |
| Fiducient Advisors LLC | 0.04% | No change | 2,626 | $314K |
| Capstone Wealth Management, LLC | 0.24% | New | 2,611 | $312K |
| Value Partners Investments Inc. | 0.03% | No change | 2,605 | $311K |
| Busey Bank | 0.01% | No change | 2,590 | $310K |
| Union Bancaire Privee, UBP SA | 0.00% | Add +261.7% | 2,590 | $309K |
| Pasadena Private Wealth, LLC | 0.04% | No change | 2,522 | $301K |
| Valley Wealth Managers, Inc. | 0.02% | Reduce -5.4% | 2,518 | $301K |
| Adams Wealth Management | 0.06% | Add +0.9% | 2,421 | $289K |
| CacheTech Inc. | 0.06% | Add +0.9% | 2,421 | $289K |
| Advance Capital Management, Inc. | 0.01% | No change | 2,411 | $288K |
| United Asset Strategies, Inc. | 0.02% | Add +11.9% | 2,365 | $283K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +3.5% | 2,365 | $283K |
| Sather Financial Group Inc | 0.02% | New | 2,362 | $282K |
| Gateway Wealth Partners, LLC | 0.04% | Add +4.4% | 2,345 | $280K |
| Duncan Williams Asset Management, LLC | 0.08% | No change | 2,329 | $278K |
| Chemistry Wealth Management LLC | 0.05% | No change | 2,323 | $278K |
| Frederick Financial Consultants, LLC | 0.16% | Add +0.4% | 2,318 | $277K |
| Calton & Associates, Inc. | 0.04% | Add +0.3% | 2,300 | $275K |
| Mather Group, Llc. | 0.00% | Reduce -5.2% | 2,297 | $275K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 2,295 | $274K |
| Westfuller Advisors, LLC | 0.12% | Add +0.9% | 2,282 | $273K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -5.0% | 2,277 | $272K |
| Brightwater Advisory LLC | 0.19% | Add +0.3% | 2,267 | $271K |
| Capital Advisors Wealth Management, LLC | 0.04% | New | 2,203 | $263K |
| GTS Securities LLC | 0.01% | Reduce -91.0% | 2,194 | $262K |
| Accurate Wealth Management, LLC | 0.03% | New | 2,178 | $261K |
| SouthState Bank Corp | 0.01% | Reduce -1.4% | 2,175 | $260K |
| Ssa Swiss Advisors AG | 0.12% | No change | 2,154 | $257K |
| Root Financial Partners, LLC | 0.02% | Reduce -0.1% | 2,130 | $255K |
| Balefire, LLC | 0.05% | New | 2,129 | $254K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -0.2% | 2,127 | $254K |
| King Wealth Management Group | 0.03% | Reduce -3.5% | 2,106 | $252K |
| Lanark Financial, Inc. | 0.02% | Add +319.8% | 2,095 | $250K |
| Foundations Investment Advisors, LLC | 0.00% | New | 2,074 | $248K |
| DT Investment Partners, LLC | 0.02% | Reduce -2.0% | 2,065 | $247K |
| Oxbow Advisors, LLC | 0.02% | Add +8.1% | 2,045 | $244K |
| Flagstone Financial Management | 0.06% | No change | 2,042 | $244K |
| Tobias Financial Advisors, Inc. | 0.04% | No change | 2,037 | $243K |
| Carl P. Sherr & Co., LLC | 0.11% | No change | 2,015 | $241K |
| City Center Advisors, LLC | 0.23% | Add +14.4% | 2,015 | $241K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -95.7% | 2,014 | $241K |
| Creative Financial Designs Inc. | 0.02% | Reduce -33.0% | 2,005 | $240K |
| Cornerstone Advisors Asset Management, LLC | 0.04% | New | 1,998 | $239K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -30.6% | 1,967 | $235K |
| KDK Private Wealth Management, LLC | 0.24% | Add +0.1% | 1,960 | $234K |
| Dopkins Wealth Management, LLC | 0.10% | No change | 1,943 | $232K |
| Flagstar Securities, Inc. | 0.07% | Add +0.6% | 1,931 | $231K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +1.4% | 1,927 | $230K |
| Firestone Capital Management | 0.05% | New | 1,923 | $230K |
| Ledyard National Bank | 0.02% | No change | 1,913 | $229K |
| Keebeck Wealth Management | 0.03% | New | 1,894 | $226K |
| Sovran Advisors, LLC | 0.02% | Reduce -5.0% | 1,882 | $225K |
| Modera Wealth Management, LLC | 0.00% | Add +4.1% | 1,873 | $224K |
| Ellevest, Inc. | 0.03% | New | 1,860 | $222K |
| BAM Wealth Management, LLC | 0.17% | — | 1,844 | $220K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,836 | $219K |
| Certuity, LLC | 0.01% | New | 1,823 | $218K |
| Bar Harbor Wealth Management | 0.01% | Add +2.2% | 1,823 | $218K |
| Prelude Capital Management, LLC | 0.02% | New | 1,810 | $216K |
| Legacy Capital Group California, Inc. | 0.05% | Reduce -32.5% | 1,784 | $213K |
| Studio Investment Management LLC | 0.04% | Reduce -84.5% | 1,772 | $212K |
| Seven Mile Advisory | 0.03% | New | 1,769 | $211K |
| Carnegie Investment Counsel | 0.00% | Reduce -45.1% | 1,768 | $211K |
| HBK Sorce Advisory LLC | 0.01% | No change | 1,759 | $211K |
| Evercore Wealth Management, LLC | 0.00% | No change | 1,760 | $210K |
| Novem Group | 0.03% | New | 1,757 | $210K |
| CIBC Private Wealth Group LLC | 0.00% | Add +286.1% | 1,745 | $209K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 1,726 | $206K |
| Dakota Wealth Management | 0.00% | No change | 1,716 | $205K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.03% | Add +0.1% | 1,715 | $205K |
| JCIC Asset Management Inc. | 0.06% | — | 1,715 | $205K |
| Logan Capital Management Inc. | 0.01% | Add +2.2% | 1,648 | $197K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,644 | $196K |
| Investors Research Corp | 0.04% | Add +1.1% | 1,592 | $190K |
| Wolff Wiese Magana LLC | 0.11% | No change | 1,578 | $189K |
| Park Place Capital Corp | 0.04% | Reduce -41.4% | 1,478 | $177K |
| Guerra Advisors Inc | 0.07% | New | 1,475 | $176K |
| Morton Brown Family Wealth, LLC | 0.05% | Add +47.9% | 1,470 | $176K |
| Evelyn Partners Asset Management Ltd | 0.04% | No change | 1,427 | $171K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 1,334 | $159K |
| Capital Analysts, LLC | 0.00% | Add +0.9% | 1,273 | $152K |
| Ashton Thomas Securities, LLC | 0.02% | New | 1,261 | $151K |
| Kiker Wealth Management, LLC | 0.07% | Add +108.5% | 1,184 | $142K |
| Ameritas Advisory Services, LLC | 0.01% | Add +20.6% | 1,141 | $136K |
| CNB Bank | 0.06% | No change | 1,113 | $133K |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,087 | $130K |
| GHP Investment Advisors, Inc. | 0.01% | Add +50.1% | 1,048 | $125K |
| Prestige Wealth Management Group LLC | 0.02% | New | 1,000 | $120K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 988 | $118K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +55.1% | 926 | $111K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 886 | $106K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -7.4% | 878 | $105K |
| Eastern Bank | 0.00% | Reduce -27.3% | 870 | $104K |
| LFA - Lugano Financial Advisors SA | 0.05% | No change | 835 | $100K |
| 1620 Investment Advisors, Inc. | 0.07% | Add +0.1% | 800 | $96K |
| Palisade Asset Management, LLC | 0.01% | New | 750 | $90K |
| Boreal Capital Management LLC | 0.09% | Reduce -86.0% | 744 | $89K |
| Cornerstone Planning Group LLC | 0.01% | Add +63.1% | 724 | $87K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 712 | $85K |
| MCF Advisors LLC | 0.01% | No change | 704 | $84K |
| Clearstead Trust, LLC | 0.01% | No change | 701 | $84K |
| Trust Co. of Vermont | 0.00% | No change | 650 | $78K |
| Smartleaf Asset Management LLC | 0.00% | Add +2985.0% | 617 | $74K |
| Gen-Wealth Partners Inc | 0.02% | Add +1.8% | 574 | $69K |
| Montag A & Associates Inc. | 0.00% | Reduce -36.3% | 528 | $63K |
| Promus Capital, LLC | 0.04% | New | 528 | $63K |
| CoreCap Advisors, LLC | 0.00% | Add +39.6% | 518 | $62K |
| Highline Wealth Partners LLC | 0.02% | New | 501 | $60K |
| Cedar Mountain Advisors, LLC | 0.01% | Reduce -32.0% | 477 | $57K |
| Glen Eagle Advisors, LLC | 0.01% | New | 455 | $54K |
| TCTC Holdings, LLC | 0.00% | No change | 429 | $51K |
| Cedar Wealth Management, LLC | 0.02% | Add +0.5% | 427 | $51K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.5% | 412 | $49K |
| Bell Investment Advisors, Inc | 0.01% | New | 410 | $49K |
| Fortitude Family Office, LLC | 0.01% | New | 395 | $47K |
| Blue Trust, Inc. | 0.00% | Reduce -29.2% | 380 | $45K |
| Nemes Rush Group LLC | 0.00% | Add +1.1% | 379 | $45K |
| Greykasell Wealth Strategies, Inc. | 0.02% | New | 372 | $44K |
| Hanson & Doremus Investment Management | 0.01% | Add +121.2% | 365 | $44K |
| WealthShield Partners, LLC | 0.00% | No change | 360 | $43K |
| Webster Bank, N. A. | 0.00% | Add +3.5% | 357 | $43K |
| Crews Bank & Trust | 0.01% | No change | 317 | $38K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -75.2% | 310 | $37K |
| Smallwood Wealth Investment Management, LLC | 0.02% | Reduce -16.1% | 307 | $37K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 303 | $36K |
| Coston, McIsaac & Partners | 0.01% | No change | 309 | $36K |
| Sound Income Strategies, LLC | 0.00% | New | 300 | $36K |
| Delos Wealth Advisors, LLC | 0.02% | No change | 283 | $34K |
| AlphaCore Capital LLC | 0.00% | Add +1195.2% | 272 | $33K |
| Rothschild Investment LLC | 0.00% | Reduce -26.2% | 262 | $31K |
| Atlantic Union Bankshares Corp | 0.00% | Add +430.6% | 260 | $31K |
| Ancora Advisors LLC | 0.00% | Add +48.6% | 260 | $31K |
| Asset Dedication, LLC | 0.00% | New | 238 | $28K |
| Family Manage LLC | 0.00% | No change | 226 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 225 | $27K |
| Avion Wealth | 0.01% | No change | 216 | $25K |
| Biltmore Family Office, LLC | 0.00% | No change | 200 | $24K |
| Pacifica Partners Inc. | 0.01% | No change | 200 | $24K |
| CENTRAL TRUST Co | 0.00% | No change | 199 | $24K |
| Caitlin John, LLC | 0.01% | New | 179 | $21K |
| First Horizon Corp. | 0.00% | — | 173 | $21K |
| LRI Investments, LLC | 0.00% | Reduce -30.2% | 171 | $20K |
| Hara Capital LLC | 0.01% | No change | 156 | $19K |
| Breakwater Investment Management | 0.01% | No change | 152 | $18K |
| WPG Advisers, LLC | 0.01% | No change | 142 | $17K |
| American National Bank & Trust | 0.00% | No change | 141 | $17K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 136 | $16K |
| Copia Wealth Management | 0.01% | No change | 133 | $16K |
| Granite FO LLC | 0.01% | No change | 133 | $16K |
| Friedenthal Financial | 0.01% | No change | 132 | $16K |
| Versant Capital Management, Inc | 0.00% | No change | 131 | $16K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 130 | $16K |
| Caldwell Trust Co | 0.00% | No change | 128 | $15K |
| Team Financial Group, LLC | 0.01% | No change | 127 | $15K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -40.1% | 127 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 113 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 109 | $13K |
| CX Institutional | 0.00% | New | 108 | $13K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 108 | $13K |
| Mascoma Wealth Management LLC | 0.00% | Add +1.0% | 104 | $12K |
| REAP Financial Group, LLC | 0.00% | New | 103 | $12K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 102 | $12K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 100 | $12K |
| EPG Wealth Management LLC | 0.00% | No change | 99 | $12K |
| Realta Investment Advisors | 0.00% | New | 96 | $11K |
| Strategic Advocates LLC | 0.00% | New | 91 | $11K |
| Barrett & Company, Inc. | 0.00% | No change | 89 | $11K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 88 | $11K |
| Morse Asset Management, Inc | 0.00% | New | 85 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 85 | $10K |
| Founders Financial Alliance, LLC | 0.00% | No change | 81 | $10K |
| Park Square Financial Group, LLC | 0.04% | Add +182.1% | 79 | $9K |
| Tompkins Financial Corp. | 0.00% | Reduce -49.7% | 79 | $9K |
| Winthrop Capital Management, LLC | 0.00% | No change | 73 | $9K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +5.6% | 75 | $9K |
| Oakworth Capital, Inc. | 0.00% | New | 68 | $8K |
| Premier Financial Group | 0.00% | New | 66 | $8K |
| Flagship Wealth Advisors, LLC | 0.00% | Add +23.9% | 57 | $7K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 57 | $7K |
| GAMMA Investing LLC | 0.00% | No change | 55 | $7K |
| Tripletail Wealth Management, LLC | 0.01% | New | 47 | $6K |
| Abich Financial Wealth Management LLC | 0.00% | — | 46 | $5K |
| Bank of New Hampshire | 0.00% | No change | 45 | $5K |
| Horizon Investments, LLC | 0.00% | New | 41 | $5K |
| Alpine Bank Wealth Management | 0.00% | No change | 36 | $4K |
| Archer Investment Corp | 0.00% | No change | 34 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 32 | $4K |
| Financial Consulate, Inc. | 0.00% | New | 28 | $3K |
| Orion Capital Management LLC | 0.00% | New | 28 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 27 | $3K |
| Van Eck Associates Corp. | 0.00% | Reduce -7.1% | 26 | $3K |
| Global Trust Asset Management, LLC | 0.00% | New | 25 | $3K |
| Albion Financial Group | 0.00% | No change | 24 | $3K |
| Dogwood Wealth Management LLC | 0.00% | No change | 19 | $2K |
| IMG Wealth Management, Inc. | 0.00% | No change | 18 | $2K |
| Imprint Wealth LLC | 0.01% | — | 18 | $2K |
| Smithfield Trust Co | 0.00% | No change | 14 | $2K |
| Integrity Financial Corp | 0.00% | No change | 13 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 12 | $1K |
| Richardson Financial Services Inc. | 0.00% | Reduce -95.6% | 10 | $1K |
| Howe & Rusling Inc. | 0.00% | No change | 9 | $1K |
| Spurstone Advisory Services, LLC | 0.01% | No change | 8 | $956 |
| Sunbelt Securities, Inc. | 0.00% | Add +20.0% | 6 | $657 |
| Independence Bank of Kentucky | 0.00% | No change | 3 | $359 |
| Key Financial Inc | 0.00% | No change | 3 | $358 |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -99.6% | 2 | $243 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $240 |
"% 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.