iShares 3-7 Year Treasury BoIEIETF
13F holders, Q4 2025 (December 31)849holders +71
71new positions
53sold out
4famous investors
$119.36avg. 13F price*
At the end of Q4 2025, 849 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings, up 71 from Q3 2025. 71 opened new positions and 53 sold out. The largest holders were JPMorgan Chase & Co. ($2.1B), Bank of America Corp. ($789.5M) and Captrust Financial Advisors ($707.1M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jeremy Grantham (0.0% of GMO'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $62.8M |
| Exits | 53 | $76.7M |
All 13F filers, Q3 2025 → Q4 2025: 8,761,122 shares bought and 6,518,657 shares sold, net +2,242,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 849 holders
| JPMorgan Chase & Co. | 0.14% | Add +7.2% | 17,694,417 | $2.1B |
| Bank of America Corp. | 0.06% | Reduce -6.0% | 6,614,724 | $789.5M |
| Captrust Financial Advisors | 1.35% | Add +5.0% | 5,924,603 | $707.1M |
| Invesco Ltd. | 0.05% | No change | 4,292,100 | $512.3M |
| Financial Engines Advisors L.L.C. | 0.97% | Add +0.8% | 4,287,913 | $511.8M |
| Envestnet Asset Management Inc. | 0.14% | Add +5.4% | 3,874,242 | $462.4M |
| Assetmark, Inc. | 0.74% | Add +6.6% | 3,052,028 | $364.3M |
| Morgan Stanley | 0.02% | Reduce -7.0% | 2,784,256 | $332.3M |
| Ameriprise Financial Inc. | 0.07% | Add +0.2% | 2,726,135 | $325.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.88% | Add +6.5% | 2,679,733 | $319.8M |
| LPL Financial LLC | 0.08% | Add +11.4% | 2,454,299 | $292.9M |
| UBS Group AG | 0.05% | Add +8.2% | 2,271,764 | $271.1M |
| Stifel Financial Corp. | 0.23% | Add +6.8% | 2,175,997 | $259.7M |
| Wells Fargo & Company | 0.05% | Add +2.7% | 2,095,506 | $250.1M |
| Wit, LLC | 5.00% | Add +2.9% | 2,089,070 | $249.3M |
| Truist Financial Corp. | 0.31% | Add +1.7% | 1,968,623 | $235.0M |
| Cerity Partners LLC | 0.34% | Add +5.9% | 1,954,658 | $233.3M |
| Janney Montgomery Scott LLC | 0.52% | Add +5.5% | 1,885,917 | $225.1M |
| BlackRock, Inc. | 0.00% | Reduce -52.8% | 1,618,052 | $193.1M |
| Raymond James Financial Inc. | 0.06% | Add +4.7% | 1,523,850 | $181.9M |
| Tanglewood Wealth Management, Inc. | 16.20% | Add +41.5% | 1,480,366 | $176.7M |
| Clarity Financial LLC | 14.99% | Add +3.2% | 1,358,263 | $162.1M |
| Creative Planning | 0.11% | Reduce -9.6% | 1,246,571 | $148.8M |
| WestEnd Advisors, LLC | 3.26% | Add +1.5% | 1,173,042 | $140.0M |
| Dynasty Wealth Management, LLC | 1.37% | Add +97.3% | 1,170,497 | $139.7M |
| Royal Bank of Canada | 0.02% | Add +6.7% | 1,107,904 | $132.2M |
| Armstrong Advisory Group, Inc. | 7.97% | Add +3.2% | 988,397 | $118.0M |
| Facet Wealth, Inc. | 2.04% | Add +16.1% | 966,634 | $115.2M |
| Focus Partners Wealth | 0.13% | Add +18.1% | 939,394 | $112.1M |
| FMR LLC | 0.01% | Reduce -7.7% | 875,183 | $104.5M |
| Cetera Investment Advisers | 0.10% | Add +5.0% | 800,799 | $95.6M |
| Evergreen Capital Management LLC | 2.00% | Reduce -2.8% | 748,901 | $89.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -4.2% | 708,226 | $84.5M |
| PNC Financial Services Group, Inc. | 0.04% | Add +13.3% | 644,190 | $76.9M |
| Strategic Point Investment Advisors, LLC | 10.15% | Add +3.4% | 614,843 | $73.4M |
| Bluespring Wealth Management, LLC | 6.14% | Reduce -0.8% | 597,724 | $71.3M |
| Johnson Financial Group, Inc. | 2.66% | Add +0.2% | 594,344 | $70.9M |
| OpenArc Corporate Advisory, LLC | 1.11% | — | 562,536 | $67.1M |
| Mariner, LLC | 0.07% | Add +2.5% | 494,907 | $59.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.40% | Add +57.5% | 480,586 | $57.5M |
| Sagespring Wealth Partners, LLC | 1.02% | Reduce -8.2% | 468,630 | $55.9M |
| Waverly Advisors, LLC | 0.45% | Add +1.5% | 466,164 | $55.6M |
| Victory Capital Management Inc. | 0.03% | Add +0.0% | 464,017 | $55.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.95% | Add +3.3% | 447,159 | $53.4M |
| Blueprint Investment Partners LLC | 5.50% | Add +146.7% | 430,835 | $51.4M |
| TD Private Client Wealth LLC | 1.05% | Add +0.9% | 413,848 | $49.4M |
| Bank of New York Mellon Corp | 0.01% | Add +12.6% | 413,028 | $49.3M |
| AlphaQuest LLC | 2.70% | Add +644.3% | 403,902 | $48.2M |
| Curi Capital, LLC | 0.83% | Reduce -2.5% | 399,700 | $47.7M |
| Keybank National Association | 0.17% | Add +1.0% | 396,641 | $47.3M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +73.7% | 370,001 | $44.2M |
| WCG Wealth Advisors LLC | 1.21% | Add +204.2% | 360,984 | $43.1M |
| Franklin Resources Inc. | 0.01% | Add +5.0% | 359,794 | $42.9M |
| DDFG, Inc | 9.33% | Add +2.7% | 357,253 | $42.6M |
| Benjamin Edwards Inc. | 0.43% | Add +17.5% | 328,470 | $39.2M |
| Silicon Valley Capital Partners | 3.56% | Add +4.7% | 327,652 | $39.1M |
| Willis Johnson & Associates, Inc. | 2.24% | Add +17.4% | 304,433 | $36.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -56.3% | 296,284 | $35.4M |
| OneDigital Investment Advisors LLC | 0.34% | Reduce -2.0% | 286,617 | $34.2M |
| O'shaughnessy Asset Management, LLC | 0.19% | Add +11.3% | 284,873 | $34.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -72.8% | 284,011 | $33.9M |
| SkyView Investment Advisors, LLC | 4.28% | Reduce -4.2% | 283,804 | $33.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -6.8% | 277,801 | $33.2M |
| Banco Santander, S.A. | 0.24% | Add +20.6% | 271,993 | $32.5M |
| Cabot Wealth Management Inc. | 3.58% | Add +11.7% | 271,164 | $32.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +8.6% | 270,784 | $32.4M |
| Klaas Financial Asset Advisors, LLC | 4.39% | Add +3.2% | 253,386 | $30.2M |
| NorthCoast Asset Management LLC | 0.67% | Reduce -45.6% | 253,161 | $30.2M |
| New Harbor Financial Group, LLC | 5.52% | Add +10.7% | 252,645 | $30.2M |
| Allianz Asset Management GmbH | 0.03% | Add +21.3% | 244,800 | $29.2M |
| Northern Trust Corp. | 0.00% | Add +102.5% | 241,104 | $28.8M |
| Hilton Capital Management, LLC | 2.13% | Add +2.6% | 236,863 | $28.3M |
| Strategic Wealth Partners, Ltd. | 1.89% | Add +13.8% | 230,677 | $27.5M |
| Hoese & Co LLP | 18.84% | Add +15.4% | 221,484 | $26.4M |
| MBL Wealth, LLC | 2.12% | Add +5.3% | 220,933 | $26.4M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -2.1% | 213,074 | $25.4M |
| School Employees Retirement Board of Ohio | 12.29% | Reduce -50.0% | 210,715 | $25.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.9% | 210,464 | $25.1M |
| US Bancorp \de | 0.03% | Reduce -2.7% | 207,003 | $24.7M |
| Anchor Capital Advisors LLC | 0.67% | Reduce -1.7% | 193,283 | $23.1M |
| DT Investment Partners, LLC | 1.88% | Add +9108.5% | 190,155 | $22.7M |
| CSM Advisors, LLC | 0.62% | No change | 189,900 | $22.7M |
| AE Wealth Management LLC | 0.13% | Add +6.9% | 186,548 | $22.3M |
| Mirabaud & Cie SA | 7.10% | Add +15.9% | 184,445 | $22.0M |
| Blueprint Financial Advisors LLC | 3.36% | Add +129.3% | 184,310 | $22.0M |
| Jmac Enterprises LLC | 4.16% | Add +8.1% | 182,549 | $21.8M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +0.1% | 174,264 | $20.8M |
| NewEdge Advisors, LLC | 0.07% | Add +13.5% | 171,648 | $20.5M |
| First American Trust, FSB | 1.40% | Add +2.8% | 170,910 | $20.4M |
| Napier Financial, LLC | 5.07% | — | 170,227 | $20.3M |
| Coldstream Capital Management Inc. | 0.26% | Add +40.9% | 164,672 | $19.7M |
| Baird Financial Group, Inc. | 0.03% | Add +3.5% | 162,484 | $19.4M |
| Vectors Research Management, LLC | 5.84% | Add +3.9% | 160,211 | $19.1M |
| Independence Financial Advisors, LLC | 5.23% | Add +4.3% | 159,512 | $19.0M |
| MML Investors Services, LLC | 0.05% | Add +12.7% | 156,317 | $18.7M |
| Haverford Trust Co | 0.16% | Add +7.1% | 152,863 | $18.2M |
| HighTower Advisors, LLC | 0.02% | Reduce -39.0% | 150,546 | $18.0M |
| Lido Advisors, LLC | 0.07% | Reduce -7.0% | 149,425 | $17.8M |
| Capital Investment Services of America, Inc. | 1.66% | Add +0.1% | 147,324 | $17.6M |
| Hantz Financial Services, Inc. | 0.26% | Reduce -22.8% | 147,090 | $17.6M |
| CFS Investment Advisory Services, LLC | 1.26% | Add +4.3% | 144,134 | $17.2M |
| Courier Capital LLC | 0.96% | Add +3.8% | 143,056 | $17.1M |
| 1832 Asset Management L.P. | 0.02% | Reduce -3.6% | 140,208 | $16.7M |
| Canal Capital Management, LLC | 2.35% | Add +4.5% | 138,540 | $16.5M |
| Spartan Planning & Wealth Management | 11.98% | Add +192.4% | 136,057 | $16.2M |
| Columbia Bank | 4.51% | Add +3.4% | 136,010 | $16.2M |
| Rwa Wealth Partners, LLC | 0.18% | Reduce -1.8% | 135,365 | $16.2M |
| Foronjy Financial LLC | 6.71% | Add +4.7% | 134,682 | $16.1M |
| ETF Portfolio Partners, Inc. | 4.14% | Add +1.6% | 134,422 | $16.0M |
| Austin Wealth Management, LLC | 2.32% | Add +6.7% | 131,539 | $15.7M |
| AmeriServ Wealth Advisors | 9.00% | Reduce -28.6% | 129,713 | $15.5M |
| Rockefeller Capital Management L.P. | 0.03% | Add +10.7% | 128,389 | $15.3M |
| Confluence Investment Management LLC | 0.22% | Add +11.3% | 125,647 | $15.0M |
| Bank of Montreal | 0.01% | Add +9.7% | 125,479 | $15.0M |
| &partners | 0.08% | Add +5.8% | 124,805 | $14.9M |
| M&T Bank Corp | 0.05% | Add +6.9% | 118,319 | $14.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.21% | Reduce -12.3% | 118,110 | $14.1M |
| Leavell Investment Management, Inc. | 0.58% | Reduce -15.0% | 116,582 | $13.9M |
| Citizens Financial Group Inc. | 0.18% | Add +0.1% | 114,732 | $13.7M |
| Bond & Devick Financial Network, Inc. | 3.72% | Add +0.5% | 110,791 | $13.2M |
| Woodmont Investment Counsel LLC | 0.82% | Reduce -4.7% | 110,206 | $13.2M |
| Cordoba Advisory Partners LLC | 3.24% | — | 109,927 | $13.1M |
| Gould Capital, LLC | 7.80% | Reduce -1.5% | 106,113 | $12.7M |
| Pinnacle Financial Partners, Inc. | 0.09% | — | 105,107 | $12.5M |
| Pictet Asset Management Holding SA | 0.01% | No change | 105,000 | $12.5M |
| Westview Management dba Westview Investment Advisors | 5.96% | — | 104,849 | $12.5M |
| United Capital Financial Advisors, LLC | 0.08% | Add +11.7% | 104,371 | $12.5M |
| Eley Financial Management, Inc | 4.40% | Add +0.1% | 102,510 | $12.2M |
| Rinkey Investments | 3.08% | Add +2.9% | 101,713 | $12.1M |
| Enclave Advisors LLC | 1.68% | Add +3620.6% | 99,079 | $11.8M |
| Criteria Caixa, S.A.U. | 4.06% | No change | 82,000 | $11.8M |
| Boltwood Capital Management | 3.05% | Add +2.6% | 98,283 | $11.7M |
| HM Payson & Co. | 0.16% | No change | 97,633 | $11.7M |
| Paulson Wealth Management Inc. | 2.66% | Add +7.9% | 96,575 | $11.5M |
| Axxcess Wealth Management, LLC | 0.20% | Add +18.9% | 95,397 | $11.4M |
| Farther Finance Advisors, LLC | 0.12% | Add +36.1% | 93,946 | $11.2M |
| Jones Financial Companies LLLP | 0.01% | Add +33.6% | 92,595 | $11.1M |
| Cwm, LLC | 0.03% | Add +36.0% | 92,320 | $11.0M |
| Ascent Group, LLC | 0.37% | Reduce -0.2% | 90,986 | $10.9M |
| Arvest Investments, Inc. | 1.49% | Reduce -0.0% | 88,928 | $10.6M |
| Wealthcare Capital Management LLC | 1.02% | Add +1.8% | 86,292 | $10.3M |
| Global Trust Asset Management, LLC | 4.05% | Add +343788.0% | 85,972 | $10.3M |
| Keel Point, LLC | 0.61% | Add +7.7% | 84,560 | $10.1M |
| MBM Wealth Consultants, LLC | 2.38% | Add +3.9% | 83,699 | $10.0M |
| First Financial Bank - Trust Division | 0.81% | Add +3.7% | 82,493 | $9.8M |
| Sollinda Capital Management LLC | 2.50% | Add +21.1% | 81,968 | $9.8M |
| National Bank of Canada | 0.01% | Add +118.9% | 80,831 | $9.6M |
| Everstar Asset Management, LLC | 5.17% | Add +21.9% | 80,735 | $9.6M |
| Ritholtz Wealth Management | 0.17% | Reduce -21.2% | 80,128 | $9.6M |
| Kestra Private Wealth Services, LLC | 0.12% | Reduce -0.8% | 79,769 | $9.5M |
| Ridgepath Capital Management LLC | 4.35% | No change | 79,204 | $9.5M |
| D.A. Davidson & Co. | 0.06% | Add +85.4% | 75,696 | $9.0M |
| Private Advisor Group, LLC | 0.04% | Reduce -6.8% | 73,973 | $8.8M |
| Lake Hills Wealth Management, LLC | 4.60% | Add +59.0% | 73,844 | $8.8M |
| Diversify Advisory Services, LLC | 0.28% | Add +1.3% | 73,707 | $8.8M |
| Heck Capital Advisors, LLC | 0.65% | Add +21.8% | 73,396 | $8.8M |
| Procyon Advisors, LLC | 0.43% | Reduce -1.2% | 73,148 | $8.7M |
| Premier Path Wealth Partners, LLC | 1.10% | Add +3.8% | 71,394 | $8.5M |
| Nations Financial Group Inc, /Ia/ | 0.45% | Add +39.5% | 71,277 | $8.5M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +34.1% | 69,805 | $8.3M |
| MAI Capital Management | 0.05% | Reduce -6.6% | 68,889 | $8.2M |
| Cascade Financial Partners, LLC | 0.81% | Add +77.6% | 66,782 | $8.0M |
| Portfolio Design Labs, LLC | 1.31% | Add +0.7% | 66,570 | $7.9M |
| Wrapmanager Inc. | 2.63% | Reduce -3.4% | 65,249 | $7.8M |
| Foundry Financial Group, Inc. | 3.90% | Add +11.6% | 65,246 | $7.8M |
| Integrated Wealth Concepts LLC | 0.09% | Add +47.5% | 64,879 | $7.7M |
| Frontier Asset Management, LLC | 1.77% | New | 64,031 | $7.6M |
| Midwest Professional Planners, LTD. | 1.80% | Add +4.8% | 63,821 | $7.6M |
| Proathlete Wealth Management LLC | 2.06% | Add +9.9% | 62,998 | $7.5M |
| DAVENPORT & Co LLC | 0.04% | Reduce -1.8% | 63,079 | $7.5M |
| SummitTX Capital, L.P. | 0.23% | New | 62,770 | $7.5M |
| TPG Financial Advisors, LLC | 2.49% | Add +13.5% | 62,455 | $7.5M |
| James Investment Research, Inc. | 0.80% | Add +3.6% | 61,575 | $7.3M |
| Checchi Capital Advisers, LLC | 0.50% | Reduce -0.8% | 61,419 | $7.3M |
| Patten & Patten Inc. | 0.43% | New | 61,195 | $7.3M |
| Proffitt & Goodson Inc. | 1.02% | Reduce -0.8% | 60,930 | $7.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -18.4% | 60,753 | $7.3M |
| Corient Private Wealth LP | 0.01% | Add +39.5% | 60,463 | $7.2M |
| Coastal Bridge Advisors, LLC | 0.52% | Add +14.0% | 58,644 | $7.0M |
| Centerline Wealth Advisors, LLC | 2.45% | New | 56,599 | $6.8M |
| Camden National Bank | 0.92% | Add +9.8% | 55,961 | $6.7M |
| Comerica Bank | 0.03% | Reduce -1.1% | 55,545 | $6.6M |
| Robertson Stephens Wealth Management, LLC | 0.19% | Reduce -0.9% | 55,241 | $6.6M |
| Latko Wealth Management, Ltd. | 3.21% | Add +2.2% | 54,958 | $6.6M |
| Sanctuary Advisors, LLC | 0.04% | Add +4.0% | 54,605 | $6.5M |
| Benchmark Financial, LLC | 6.47% | — | 54,390 | $6.5M |
| Prospera Financial Services Inc | 0.11% | Reduce -0.5% | 54,356 | $6.5M |
| International Private Wealth Advisors LLC | 4.07% | Add +83.2% | 54,192 | $6.5M |
| 4J Wealth Management LLC | 3.69% | Add +28.8% | 54,012 | $6.4M |
| Redhawk Wealth Advisors, Inc. | 0.71% | Reduce -41.9% | 52,976 | $6.3M |
| JPL Wealth Management, LLC | 1.52% | Add +16.9% | 52,385 | $6.3M |
| MFA Wealth Services | 4.13% | Add +3.1% | 51,177 | $6.1M |
| Transcend Capital Advisors, LLC | 0.47% | Reduce -24.6% | 50,768 | $6.1M |
| CFO4Life Group, LLC | 0.86% | Reduce -8.7% | 50,689 | $6.0M |
| PFG Advisors | 0.29% | Add +65.2% | 50,517 | $6.0M |
| Trilogy Capital Inc. | 0.27% | Reduce -2.8% | 50,487 | $6.0M |
| Great Diamond Partners, LLC | 1.16% | Add +1.4% | 50,482 | $6.0M |
| Crabel Capital Management, LLC | 4.55% | Add +161.8% | 50,420 | $6.0M |
| Financial Management Network Inc. | 0.94% | Reduce -4.7% | 49,968 | $6.0M |
| Strategic Blueprint, LLC | 0.35% | Add +0.3% | 49,919 | $6.0M |
| Millennium Management | 0.00% | Reduce -39.2% | 48,960 | $5.8M |
| Tennessee Valley Asset Management Partners | 0.76% | Add +0.0% | 48,887 | $5.8M |
| AMG National Trust Bank | 0.14% | Add +2.2% | 48,614 | $5.8M |
| Rehmann Capital Advisory Group | 0.30% | Add +3.8% | 48,292 | $5.8M |
| Community Trust & Investment Co. | 0.30% | Add +1.0% | 48,142 | $5.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -8.5% | 48,077 | $5.7M |
| Whalen Wealth Management Inc. | 3.04% | Add +8.1% | 47,368 | $5.7M |
| Atria Investments, Inc | 0.06% | Add +4.3% | 46,974 | $5.6M |
| Darwin Wealth Management, LLC | 1.73% | Add +2.1% | 46,631 | $5.6M |
| Tru Independence Asset Management 2, LLC | 3.46% | Reduce -3.5% | 46,261 | $5.5M |
| Prudential PLC | 0.04% | Reduce -20.2% | 45,600 | $5.4M |
| Blue Fin Capital, Inc. | 0.84% | Add +18.3% | 45,305 | $5.4M |
| Values First Advisors, Inc. | 2.79% | Add +4.4% | 45,132 | $5.4M |
| Exchange Traded Concepts, LLC | 0.04% | Reduce -12.8% | 44,457 | $5.3M |
| 1 North Wealth Services LLC | 1.86% | Add +1.1% | 44,311 | $5.3M |
| Clearstead Advisors, LLC | 0.07% | Reduce -9.7% | 44,287 | $5.3M |
| DSG Capital Advisors, LLC | 0.81% | Reduce -11.2% | 44,302 | $5.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.09% | Add +2.1% | 43,826 | $5.2M |
| InTrack Investment Management Inc | 2.90% | Add +32.8% | 43,515 | $5.2M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -15.2% | 43,298 | $5.2M |
| Compass Financial Group, Inc. (Ohio) | 3.75% | — | 42,927 | $5.1M |
| Dynamic Advisor Solutions LLC | 0.16% | Reduce -1.4% | 42,882 | $5.1M |
| Global Retirement Partners, LLC | 0.09% | Add +48.7% | 42,861 | $5.1M |
| Advisory Services Network, LLC | 0.07% | Reduce -2.5% | 42,712 | $5.1M |
| Citigroup Inc. | 0.00% | Add +4.3% | 42,071 | $5.0M |
| Semitam Bonam LLC | 4.12% | Add +5.0% | 41,474 | $4.9M |
| Pinnacle Associates Ltd. | 0.06% | Reduce -1.5% | 41,354 | $4.9M |
| Monument Capital Management | 1.21% | Reduce -1.0% | 40,903 | $4.9M |
| Edge Wealth Management LLC | 0.86% | Add +1.5% | 40,847 | $4.9M |
| Beacon Bank & Trust | 0.97% | Reduce -80.0% | 39,911 | $4.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +3.2% | 39,583 | $4.7M |
| Tiaa Trust, National Association | 0.01% | Reduce -1.2% | 38,639 | $4.6M |
| Becker Capital Management Inc. | 0.13% | Add +17.5% | 38,635 | $4.6M |
| Gladwyn Financial Advisors, Inc. | 3.18% | Add +4.1% | 37,901 | $4.5M |
| Christensen, King & Associates Investment Services, Inc. | 1.92% | Reduce -3.0% | 37,713 | $4.5M |
| Madison Asset Management, LLC | 0.05% | Reduce -0.5% | 37,151 | $4.4M |
| Royal Harbor Partners, LLC | 1.46% | Add +8.4% | 36,926 | $4.4M |
| IHT Wealth Management, LLC | 0.11% | Add +20.6% | 36,882 | $4.4M |
| Unique Wealth, LLC | 0.61% | Reduce -20.5% | 36,414 | $4.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.29% | Reduce -2.1% | 35,707 | $4.3M |
| Shelton Wealth Management, LLC | 1.85% | Reduce -0.6% | 35,502 | $4.2M |
| Retirement Capital Strategies | 1.57% | Add +49.3% | 35,404 | $4.2M |
| Opus Capital Group, LLC | 0.45% | Reduce -1.3% | 35,160 | $4.2M |
| Compound Planning, Inc. | 0.12% | Add +1.3% | 35,057 | $4.2M |
| Cascades Capital Asset Management, LLC | 1.76% | Add +11.9% | 34,588 | $4.1M |
| Newport Capital Group, LLC | 2.45% | Add +0.9% | 33,532 | $4.0M |
| Stratos Wealth Advisors, LLC | 0.19% | Reduce -49.7% | 32,302 | $3.9M |
| Acropolis Investment Management, LLC | 0.17% | Reduce -15.7% | 32,261 | $3.9M |
| CreativeOne Wealth, LLC | 0.09% | Add +24.2% | 31,994 | $3.8M |
| Center For Asset Management LLC | 1.99% | Reduce -7.7% | 31,931 | $3.8M |
| Longview Financial Advisors LLC | 2.07% | Reduce -1.6% | 31,422 | $3.8M |
| Magnus Financial Group LLC | 0.28% | Add +2.3% | 30,805 | $3.7M |
| CDKV Holdings LLC | 3.04% | — | 30,433 | $3.6M |
| NorthCrest Asset Manangement, LLC | 0.08% | Reduce -2.1% | 30,354 | $3.6M |
| IF Advisors, LLC | 2.92% | — | 30,083 | $3.6M |
| Bulltick Wealth Management, LLC | 0.75% | Add +532.5% | 29,749 | $3.6M |
| Vision Capital Management, Inc. | 0.43% | Reduce -0.9% | 29,741 | $3.5M |
| William Howard & Co Financial Advisors Inc | 2.93% | Add +0.1% | 29,157 | $3.5M |
| Cary Street Partners Investment Advisory LLC | 0.94% | Add +38721.3% | 29,116 | $3.5M |
| Geneos Wealth Management Inc. | 0.08% | Add +1.9% | 28,223 | $3.4M |
| Headlands Technologies LLC | 0.28% | Add +59.9% | 27,901 | $3.3M |
| Markin Asset Management, LP | 3.65% | — | 27,792 | $3.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +9.6% | 27,516 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +4.3% | 38,085 | $3.2M |
| ETF Store, Inc. | 3.28% | Add +2.3% | 26,950 | $3.2M |
| Savvy Advisors, Inc. | 0.10% | New | 26,817 | $3.2M |
| Laurel Oak Wealth Management, LLC | 0.54% | — | 26,805 | $3.2M |
| Entrewealth, LLC | 1.43% | Add +16.8% | 26,633 | $3.2M |
| Centennial Wealth Advisory LLC | 0.84% | Add +4.5% | 26,615 | $3.2M |
| Fortune Financial Advisors, LLC | 2.13% | Add +0.4% | 26,432 | $3.2M |
| Eaton Financial Holdings Company, LLC | 0.84% | Reduce -0.1% | 26,246 | $3.1M |
| Edgestream Partners, L.P. | 0.09% | Reduce -17.6% | 26,167 | $3.1M |
| Maltin Wealth Management, Inc. | 1.24% | Add +0.1% | 26,037 | $3.1M |
| IFP Advisors, Inc | 0.07% | Reduce -1.9% | 25,891 | $3.1M |
| EFG International AG | 0.06% | — | 25,881 | $3.1M |
| Cyndeo Wealth Partners, LLC | 0.17% | Add +0.6% | 25,775 | $3.1M |
| Thompson David Blair | 1.72% | — | 25,238 | $3.0M |
| Harbour Investments, Inc. | 0.06% | Add +547.8% | 24,608 | $2.9M |
| Tranquilli Financial Advisor LLC | 1.70% | Reduce -5.0% | 24,530 | $2.9M |
| One Day In July LLC | 0.24% | Add +13.2% | 24,365 | $2.9M |
| Bright Futures Wealth Management, LLC. | 2.13% | Add +2.1% | 23,927 | $2.9M |
| Oak Grove Capital LLC | 0.56% | Add +217.3% | 23,800 | $2.8M |
| McKinley Carter Wealth Services, Inc. | 0.16% | New | 23,651 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -16.4% | 23,599 | $2.8M |
| Independent Financial Group, LLC | 0.06% | Reduce -7.7% | 23,396 | $2.8M |
| Fifth Third Bancorp | 0.01% | Add +2.5% | 23,220 | $2.8M |
| Visionary Wealth Advisors | 0.12% | Add +6.3% | 23,129 | $2.8M |
| Trajan Wealth LLC | 0.11% | Reduce -3.8% | 22,906 | $2.7M |
| Union Bancaire Privee, UBP SA | 0.03% | Add +773.6% | 22,627 | $2.7M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -26.8% | 22,583 | $2.7M |
| Chesley Taft & Associates LLC | 0.11% | Add +8.1% | 22,403 | $2.7M |
| Stephens Inc. | 0.03% | Add +18.8% | 22,148 | $2.6M |
| Robinson Value Management, Ltd. | 1.43% | Reduce -0.7% | 22,140 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.9% | 22,086 | $2.6M |
| Arete Wealth Advisors, LLC | 0.18% | Add +196.9% | 21,416 | $2.6M |
| Sequent Planning LLC | 0.64% | Add +7.9% | 21,194 | $2.5M |
| Sykon Capital LLC | 0.81% | Reduce -24.4% | 21,160 | $2.5M |
| Capital Investment Advisory Services, LLC | 0.18% | Reduce -10.5% | 21,015 | $2.5M |
| Freestone Capital Holdings, LLC | 0.07% | Add +22.5% | 20,741 | $2.5M |
| Vernal Point Advisors, LLC | 1.02% | No change | 20,710 | $2.5M |
| Signature Estate & Investment Advisors LLC | 0.05% | New | 20,641 | $2.5M |
| Hilltop Holdings Inc. | 0.15% | Add +6.0% | 20,450 | $2.4M |
| Alongside, LLC | 0.80% | — | 20,160 | $2.4M |
| Dock Street Asset Management Inc. | 0.22% | Reduce -40.4% | 20,082 | $2.4M |
| Aerodigm Wealth, LLC | 0.93% | Reduce -2.3% | 20,081 | $2.4M |
| Traphagen Investment Advisors LLC | 0.20% | Reduce -5.5% | 20,066 | $2.4M |
| Global Endowment Management, LP | 0.30% | No change | 20,000 | $2.4M |
| Regatta Capital Group, LLC | 0.36% | Add +5.9% | 19,818 | $2.4M |
| Endowment Wealth Management, Inc. | 1.08% | Add +1.6% | 19,737 | $2.4M |
| Veridan Wealth LLC | 0.78% | Add +2.1% | 19,427 | $2.3M |
| BNP Paribas | 0.07% | Add +9.3% | 19,264 | $2.3M |
| Conning Inc. | 0.08% | No change | 19,236 | $2.3M |
| Betterment LLC | 0.00% | Add +7.7% | 19,105 | $2.3M |
| Jacobi Capital Management LLC | 0.13% | Add +26.9% | 18,938 | $2.3M |
| Concord Wealth Partners | 0.29% | Add +2.6% | 18,871 | $2.3M |
| MMBG Investment Advisors Co. | 0.19% | Add +149.1% | 18,860 | $2.3M |
| Verdence Capital Advisors LLC | 0.13% | Reduce -43.7% | 18,765 | $2.2M |
| HSBC Holdings PLC | 0.00% | Reduce -61.8% | 18,736 | $2.2M |
| Regions Financial Corp. | 0.01% | Add +25.3% | 18,665 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +1.5% | 18,401 | $2.2M |
| Warner Financial, Inc. | 0.76% | Add +9.9% | 18,307 | $2.2M |
| Resonant Capital Advisors, LLC | 0.12% | No change | 18,225 | $2.2M |
| GTS Securities LLC | 0.07% | Add +728.5% | 18,178 | $2.2M |
| World Investment Advisors | 0.04% | Add +15.5% | 18,042 | $2.2M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -7.8% | 17,990 | $2.1M |
| Cary Street Partners Financial LLC | 0.05% | Add +30.8% | 17,905 | $2.1M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +4.7% | 17,272 | $2.1M |
| Wealthfront Advisers LLC | 0.00% | Add +43.8% | 17,222 | $2.1M |
| RKL Wealth Management LLC | 0.17% | Reduce -2.1% | 17,097 | $2.0M |
| Strategic Investment Advisors / MI | 0.17% | Reduce -88.5% | 16,902 | $2.0M |
| Twele Capital Management, Inc. | 0.36% | Add +3.3% | 16,739 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Add +15.6% | 16,661 | $2.0M |
| Belleair Asset Management, LLC | 1.89% | — | 16,654 | $2.0M |
| Mount Lucas Management LP | 0.88% | Reduce -27.7% | 16,603 | $2.0M |
| Permanens Capital L.P. | 0.26% | Add +5.8% | 16,508 | $2.0M |
| Mfa Wealth Advisors, LLC | 0.42% | Reduce -10.5% | 16,495 | $2.0M |
| Atwood & Palmer Inc. | 0.11% | Reduce -2.4% | 16,419 | $2.0M |
| Paragon Capital Management Ltd | 0.39% | Reduce -5.2% | 16,188 | $1.9M |
| PW Nova Financial Services LLC | 0.73% | — | 16,051 | $1.9M |
| BayBridge Capital Group, LLC | 1.17% | Add +71.3% | 15,834 | $1.9M |
| Aua Capital Management, LLC | 0.94% | No change | 15,788 | $1.9M |
| MY Wealth Management Inc. | 1.64% | Reduce -0.3% | 15,756 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Reduce -10.4% | 15,706 | $1.9M |
| Braeburn Wealth Management LLC | 0.96% | — | 15,674 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -1.6% | 15,545 | $1.9M |
| Bingham Private Wealth, LLC | 1.59% | — | 15,484 | $1.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.22% | Add +17.0% | 15,459 | $1.8M |
| Money Concepts Capital Corp. | 0.10% | Add +4.9% | 15,439 | $1.8M |
| Spire Wealth Management | 0.06% | Add +12.1% | 15,342 | $1.8M |
| SevenBridge Financial Group, LLC | 0.29% | Add +26.3% | 15,309 | $1.8M |
| Sowell Financial Services LLC | 0.07% | Reduce -8.7% | 15,247 | $1.8M |
| Eagle Strategies LLC | 0.23% | Reduce -1.8% | 15,213 | $1.8M |
| Gotham Asset Management | 0.01% | New | 15,108 | $1.8M |
| Pacific Park Financial, Inc. | 1.11% | — | 14,949 | $1.8M |
| Legacy Private Trust Co. | 0.10% | Reduce -13.0% | 14,687 | $1.8M |
| Royal Fund Management, LLC | 0.16% | Add +147.4% | 14,644 | $1.7M |
| Brian Low Financial Group, LLC | 1.23% | Reduce -0.8% | 14,559 | $1.7M |
| Verger Capital Management LLC | 0.51% | Add +1.2% | 14,530 | $1.7M |
| Silverleafe Capital Partners, LLC | 0.51% | Reduce -8.6% | 14,309 | $1.7M |
| GMO | 0.00% | New | 14,302 | $1.7M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -3.7% | 14,197 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -7.7% | 14,185 | $1.7M |
| Burke & Herbert Bank & Trust Co. | 0.45% | Reduce -33.1% | 13,682 | $1.6M |
| Fisher Asset Management | 0.00% | Add +95.2% | 13,658 | $1.6M |
| Generation Capital Management LLC | 1.06% | Add +5.6% | 13,639 | $1.6M |
| Wealth Advisory Solutions, LLC | 0.38% | No change | 13,612 | $1.6M |
| E&G Advisors, LLC | 0.36% | No change | 13,437 | $1.6M |
| AlTi Global, Inc. | 0.03% | Reduce -0.4% | 13,409 | $1.6M |
| TFB Advisors LLC | 0.44% | Add +0.2% | 13,334 | $1.6M |
| Voya Financial Advisors, Inc. | 0.15% | Add +17.8% | 13,252 | $1.6M |
| Penobscot Investment Management Company, Inc. | 0.12% | Reduce -2.4% | 13,222 | $1.6M |
| Alliance Private Wealth, LLC | 0.55% | — | 13,254 | $1.6M |
| Ascentis Independent Advisors | 0.25% | Add +0.3% | 13,071 | $1.6M |
| Founders Grove Wealth Partners, LLC | 0.35% | Add +34.7% | 13,043 | $1.6M |
| Stronghold Wealth Management L.L.C. | 2.30% | — | 13,021 | $1.6M |
| Commerce Bank | 0.01% | Add +4.5% | 12,964 | $1.5M |
| Partners Capital Investment Group, LLP | 0.06% | Add +1.2% | 12,797 | $1.5M |
| Greenspring Advisors, LLC | 0.09% | Add +229.2% | 12,475 | $1.5M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -3.3% | 12,360 | $1.5M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.8% | 12,311 | $1.5M |
| Central Pacific Bank - Trust Division | 0.18% | New | 12,026 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Add +53.4% | 12,026 | $1.4M |
| Cogent Strategic Wealth LLC | 1.56% | — | 11,995 | $1.4M |
| Twin Focus Capital Partners, LLC | 0.16% | Reduce -4.9% | 11,967 | $1.4M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -2.8% | 11,876 | $1.4M |
| Nolet Wealth Management, LLC | 0.79% | — | 11,862 | $1.4M |
| JDM Financial Group LLC | 0.55% | Reduce -1.7% | 11,831 | $1.4M |
| Nwam LLC | 0.08% | Add +1.1% | 11,821 | $1.4M |
| HCR Wealth Advisors | 0.14% | Reduce -5.5% | 11,729 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +38.2% | 11,672 | $1.4M |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 11,358 | $1.4M |
| Rothschild Wealth LLC | 0.13% | New | 11,175 | $1.3M |
| Columbus Macro, LLC | 0.15% | Add +6.9% | 11,101 | $1.3M |
| Fiduciary Trust Co | 0.01% | Reduce -39.7% | 11,043 | $1.3M |
| Entelevest, LLC | 1.35% | — | 10,944 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -3.9% | 10,926 | $1.3M |
| Tred Avon Family Wealth, LLC | 0.42% | Add +2.9% | 10,706 | $1.3M |
| Maridea Wealth Management LLC | 0.19% | Add +4.0% | 10,545 | $1.3M |
| Ogorek Anthony Joseph /NY/ | 0.34% | Add +19.5% | 10,323 | $1.2M |
| Whittier Trust Co. | 0.01% | No change | 10,242 | $1.2M |
| First National Bank of Omaha | 0.04% | New | 10,194 | $1.2M |
| Gambit Capital Management, LLC | 0.87% | — | 10,174 | $1.2M |
| Waystone Advisors LLC | 1.03% | — | 10,044 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +7.4% | 10,036 | $1.2M |
| HBE Wealth Management, LLC | 1.10% | — | 9,838 | $1.2M |
| Cannon Advisors, Inc. | 0.82% | Reduce -7.5% | 9,777 | $1.2M |
| Core Wealth Partners LLC | 0.52% | Add +82.8% | 9,720 | $1.2M |
| Waterloo Capital, L.P. | 0.08% | Reduce -56.5% | 9,700 | $1.2M |
| PKS Advisory Services, LLC | 0.26% | New | 9,674 | $1.2M |
| Martin Capital Partners, LLC | 0.43% | Reduce -3.0% | 9,635 | $1.1M |
| Krilogy Financial LLC | 0.04% | Add +13.0% | 9,533 | $1.1M |
| HRT Financial LP | 0.00% | New | 9,344 | $1.1M |
| Brookstone Capital Management | 0.01% | Reduce -5.0% | 9,242 | $1.1M |
| FLP Wealth Management, LLC | 2.57% | Add +3.2% | 9,096 | $1.1M |
| Bedel Financial Consulting, Inc. | 0.12% | New | 9,071 | $1.1M |
| Simplicity Wealth,LLC | 0.06% | Add +14.6% | 9,064 | $1.1M |
| Western Wealth Management, LLC | 0.05% | Add +16.1% | 9,060 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +686.5% | 8,974 | $1.1M |
| Stonehaven Wealth & Tax Solutions, LLC | 0.96% | Add +6.7% | 8,960 | $1.1M |
| StoneX Group Inc. | 0.05% | Add +20.7% | 8,916 | $1.1M |
| Montecito Bank & Trust | 0.17% | Add +1.5% | 8,753 | $1.0M |
| Park Edge Advisors, LLC | 0.23% | Add +7.1% | 8,669 | $1.0M |
| Summa Corp. | 0.44% | No change | 8,624 | $1.0M |
| Capital Investment Counsel, LLC | 0.14% | Reduce -62.4% | 8,608 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Reduce -26.6% | 8,523 | $1.0M |
| Koa Wealth Management, LLC | 0.70% | Add +35.7% | 8,490 | $1.0M |
| Emprise Bank | 0.42% | No change | 8,490 | $1.0M |
| Peoples Bank | 0.62% | Add +18.9% | 8,406 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Reduce -6.8% | 8,351 | $997K |
| Hudson Portfolio Management LLC | 0.86% | Add +51.3% | 8,331 | $994K |
| Strathmore Capital Advisors, Inc. | 0.33% | Reduce -3.7% | 8,328 | $994K |
| Summit Wealth Partners, LLC | 0.18% | Reduce -5.1% | 8,271 | $987K |
| Level Four Advisory Services, LLC | 0.03% | Add +4.9% | 8,257 | $986K |
| MorganRosel Wealth Management, LLC | 0.25% | Add +1.1% | 8,248 | $984K |
| Israel Discount Bank of New York | 2.67% | Add +28.3% | 8,209 | $980K |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -1.2% | 8,196 | $978K |
| Fiduciary Alliance LLC | 0.06% | Add +28.4% | 8,110 | $968K |
| Parker Financial LLC | 0.39% | Reduce -1.0% | 8,104 | $967K |
| Lazard Asset Management LLC | 0.00% | No change | 8,028 | $958K |
| ORG Partners LLC | 0.17% | Add +0.4% | 8,025 | $958K |
| GenWealth Group, Inc. | 0.16% | Reduce -0.5% | 7,992 | $955K |
| Silvia McColl Wealth Management, LLC | 0.63% | Add +1.9% | 7,997 | $954K |
| ABLE Financial Group, LLC | 0.19% | Add +4.1% | 7,982 | $953K |
| Pacific Financial Group Inc. | 0.53% | Add +29.2% | 7,922 | $946K |
| Simplex Trading, LLC | 0.03% | Reduce -48.9% | 7,865 | $939K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +6.6% | 7,858 | $938K |
| Timber Creek Capital Management LLC | 0.22% | Add +3.1% | 7,764 | $927K |
| Asempa Wealth Advisors | 0.80% | — | 7,763 | $926K |
| Bangor Savings Bank | 0.07% | Reduce -16.0% | 7,736 | $923K |
| Iams Wealth Management, LLC | 0.33% | Add +40.5% | 7,641 | $912K |
| F/m Investments LLC | 0.03% | No change | 7,610 | $908K |
| Smithbridge Asset Management Inc. | 0.08% | Add +5.0% | 7,548 | $901K |
| Conrad Siegel Investment Advisors, Inc. | 0.17% | New | 7,546 | $901K |
| Phil A. Younker & Associates, Ltd. | 0.62% | No change | 7,500 | $895K |
| Elevated Capital Advisors, LLC | 0.21% | Reduce -1.9% | 7,473 | $892K |
| CPR Investments Inc. | 0.59% | Reduce -67.8% | 7,415 | $885K |
| HighPoint Advisor Group LLC | 0.02% | New | 7,379 | $881K |
| Camarda Financial Advisors, LLC | 0.33% | Reduce -8.6% | 7,365 | $879K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.1% | 7,364 | $879K |
| Transmarket Holdings LP | 0.64% | — | 7,304 | $872K |
| Qube Research & Technologies Ltd | 0.00% | Add +10.7% | 7,256 | $866K |
| IMA Advisory Services, Inc. | 0.08% | No change | 7,234 | $863K |
| Apella Capital, LLC | 0.02% | No change | 7,227 | $863K |
| J. Safra Sarasin Holding AG | 0.01% | Add +26.9% | 7,204 | $860K |
| Upper Left Wealth Management, LLC | 0.52% | Reduce -0.7% | 7,186 | $858K |
| Vontobel Holding Ltd. | 0.00% | Add +4.4% | 7,081 | $845K |
| RFG Advisory, LLC | 0.02% | Add +7.0% | 7,054 | $842K |
| Jump Financial, LLC | 0.01% | New | 6,959 | $831K |
| Mgo One Seven LLC | 0.02% | Reduce -68.3% | 6,920 | $826K |
| Rockland Trust Co. | 0.03% | Add +1.5% | 6,902 | $824K |
| Regal Investment Advisors LLC | 0.05% | Reduce -5.0% | 6,747 | $805K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +18.7% | 6,653 | $794K |
| Stonebridge Financial Group, LLC | 0.07% | Add +0.2% | 6,642 | $793K |
| Bigelow Investment Advisors, LLC | 0.31% | Add +40.1% | 6,632 | $792K |
| Patten Group, Inc. | 0.15% | Add +65.2% | 6,591 | $787K |
| Private Trust Co. NA | 0.07% | Add +3.5% | 6,525 | $779K |
| Valmark Advisers, Inc. | 0.01% | Add +4.6% | 6,508 | $777K |
| Peak Asset Management, LLC | 0.13% | Add +2.7% | 6,494 | $775K |
| Steinberganna Wealth Management | 0.36% | Add +1.8% | 6,483 | $774K |
| Choreo, LLC | 0.01% | Reduce -43.2% | 6,346 | $759K |
| Principal Securities, Inc. | 0.01% | Reduce -4.1% | 6,356 | $759K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -39.2% | 6,109 | $729K |
| Argus Investors' Counsel, Inc. | 0.58% | Add +12.6% | 6,106 | $729K |
| Sfmg, LLC | 0.05% | Reduce -49.2% | 5,994 | $715K |
| Insigneo Advisory Services, LLC | 0.05% | Add +42.5% | 5,983 | $714K |
| CoreCap Advisors, LLC | 0.02% | Add +1025.7% | 5,831 | $696K |
| Redwood Investment Management, LLC | 0.08% | New | 5,820 | $695K |
| Ieq Capital, LLC | 0.00% | Add +0.3% | 5,776 | $689K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.6% | 5,763 | $688K |
| Savant Capital, LLC | 0.00% | Add +8.0% | 5,730 | $684K |
| Prosperity Financial Group, Inc. | 0.25% | Add +114.6% | 5,714 | $682K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.3% | 5,684 | $678K |
| Argyle Capital Partners, LLC | 0.49% | Add +4.9% | 5,629 | $672K |
| Fairvoy Private Wealth, LLC | 0.15% | Reduce -8.4% | 5,628 | $672K |
| Blue Line Capital, LLC / IL | 0.79% | — | 5,617 | $670K |
| BSW Wealth Partners | 0.08% | Add +18.7% | 5,585 | $667K |
| Summit Financial, LLC | 0.01% | Reduce -14.1% | 5,548 | $662K |
| Retirement Income Solutions, Inc. | 0.11% | Reduce -12.5% | 5,420 | $647K |
| Argent Advisors, Inc. | 0.18% | Add +10.5% | 5,322 | $635K |
| Composition Wealth, LLC | 0.01% | Add +45.1% | 5,314 | $634K |
| Rede Wealth, LLC | 0.22% | New | 5,313 | $634K |
| Noble Family Wealth, LLC | 0.13% | Reduce -0.0% | 5,308 | $634K |
| Kovack Advisors, Inc. | 0.03% | New | 5,269 | $629K |
| Charles Schwab Trust Co | 0.04% | Reduce -4.4% | 5,245 | $626K |
| Fsa Wealth Partners, Inc. | 0.22% | Add +10.6% | 5,073 | $605K |
| Blair William & Co. | 0.00% | Reduce -2.6% | 5,037 | $601K |
| CogentBlue Wealth Advisors, LLC | 0.41% | Reduce -40.1% | 4,982 | $595K |
| CVA Family Office, LLC | 0.07% | Reduce -0.1% | 4,963 | $592K |
| PFG Investments, LLC | 0.03% | Add +15.2% | 4,962 | $592K |
| Blue Edge Capital, LLC | 0.08% | Reduce -0.3% | 4,921 | $587K |
| Midwest Trust Co | 0.01% | Reduce -3.4% | 4,906 | $586K |
| Cadence Bank | 0.03% | No change | 4,858 | $580K |
| Forefront Analytics, LLC | 0.50% | Reduce -3.3% | 4,740 | $566K |
| Kestra Investment Management, LLC | 0.01% | Reduce -0.4% | 4,665 | $557K |
| JGP Wealth Management, LLC | 0.06% | Add +62.5% | 4,648 | $555K |
| True Vision MN LLC | 0.28% | New | 4,623 | $552K |
| Stephens Group Asset Management, LLC | 0.04% | No change | 4,541 | $542K |
| Fortis Group Advisors, LLC | 0.09% | Add +1.3% | 4,524 | $540K |
| Net Worth Advisory Group | 0.11% | New | 4,522 | $540K |
| Caprock Group, LLC | 0.01% | Reduce -5.5% | 4,506 | $538K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +22.2% | 4,504 | $538K |
| RMR Wealth Builders | 0.04% | No change | 4,500 | $537K |
| Robinswood Financial LLC | 0.17% | Add +28.6% | 4,495 | $536K |
| Ethos Financial Group, LLC | 0.04% | Reduce -13.8% | 4,360 | $520K |
| Banque Pictet & Cie SA | 0.01% | Reduce -22.4% | 4,324 | $516K |
| Obermeyer Wealth Partners | 0.02% | Reduce -8.4% | 4,316 | $515K |
| Deutsche Bank AG | 0.00% | No change | 4,295 | $513K |
| Faithward Advisors, LLC | 0.08% | Reduce -5.2% | 4,290 | $512K |
| Crewe Advisors LLC | 0.04% | Add +1.2% | 4,254 | $508K |
| West Paces Advisors Inc. | 0.10% | No change | 4,237 | $506K |
| Omega Financial Group, LLC | 0.17% | Add +1.1% | 4,224 | $504K |
| Channel Wealth LLC | 0.13% | Add +1.1% | 4,224 | $504K |
| Firestone Capital Management | 0.11% | Add +117.8% | 4,188 | $500K |
| Arkadios Wealth Advisors | 0.01% | Reduce -1.9% | 4,176 | $498K |
| Modern Wealth Management, LLC | 0.01% | Reduce -44.1% | 4,163 | $497K |
| Cambiar Investors LLC | 0.02% | No change | 4,139 | $494K |
| Dana Investment Advisors, Inc. | 0.01% | Add +55.5% | 4,137 | $494K |
| Walleye Trading LLC | 0.01% | New | 4,136 | $494K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +10.4% | 4,129 | $493K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -15.3% | 4,110 | $491K |
| Dakota Wealth Management | 0.01% | Add +139.2% | 4,105 | $490K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -19.0% | 4,072 | $486K |
| Cibc World Market Inc. | 0.00% | Reduce -15.6% | 3,994 | $477K |
| Kelly Financial Group LLC | 0.12% | Reduce -6.0% | 3,988 | $476K |
| AAFMAA Wealth Management & Trust LLC | 0.18% | Reduce -97.1% | 3,948 | $471K |
| J.M. Arbour, LLC | 0.47% | — | 3,943 | $471K |
| Pasadena Private Wealth, LLC | 0.06% | Add +55.8% | 3,930 | $469K |
| Northwest Wealth Management, LLC | 0.07% | Reduce -10.3% | 3,929 | $469K |
| Welch Group, LLC | 0.02% | Add +1.2% | 3,917 | $468K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.8% | 3,917 | $467K |
| Element Wealth, LLC | 0.19% | Reduce -3.7% | 3,896 | $465K |
| Capstone Wealth Management, LLC | 0.34% | Add +49.0% | 3,889 | $464K |
| High Probability Advisors, LLC | 0.06% | No change | 3,878 | $463K |
| EP Wealth Advisors, LLC | 0.00% | — | 3,855 | $460K |
| Wealthspire Advisors, LLC | 0.00% | Add +9.9% | 3,852 | $460K |
| Zevin Asset Management LLC | 0.06% | New | 3,847 | $459K |
| Dara Capital Us, Inc. | 0.40% | — | 3,785 | $452K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -29.7% | 3,756 | $449K |
| NDWM LLC | 0.30% | Add +0.3% | 3,758 | $449K |
| Goldstone Financial Group, LLC | 0.05% | Add +24.6% | 3,724 | $444K |
| Maxele Advisors, LLC | 0.36% | No change | 3,704 | $442K |
| Principle Wealth Partners LLC | 0.02% | Add +29.2% | 3,665 | $437K |
| Arkansas Financial Group, Inc. | 0.06% | No change | 3,662 | $437K |
| Woodward Diversified Capital, LLC | 0.20% | Reduce -3.9% | 3,653 | $436K |
| Phoenix Financial Ltd. | 0.00% | Add +13.4% | 3,649 | $436K |
| Caldwell Sutter Capital, Inc. | 0.18% | Add +3.8% | 3,583 | $428K |
| Carl P. Sherr & Co., LLC | 0.19% | Add +77.6% | 3,579 | $427K |
| Founders Financial Securities LLC | 0.03% | New | 3,555 | $424K |
| Wealth Enhancement Trust Services, Inc. | 0.05% | — | 3,542 | $423K |
| Stanley-Laman Group, Ltd. | 0.05% | Add +0.1% | 3,532 | $422K |
| West Michigan Advisors, LLC | 0.10% | Add +31.7% | 3,532 | $422K |
| Obsido Oy | 0.26% | Reduce -19.0% | 3,517 | $420K |
| First United Bank & Trust | 0.13% | Reduce -9.9% | 3,504 | $418K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +13.9% | 3,497 | $417K |
| Oppenheimer & Co. Inc. | 0.01% | New | 3,491 | $417K |
| Two Sigma Securities, LLC | 0.06% | New | 3,458 | $413K |
| Belpointe Asset Management LLC | 0.01% | Reduce -0.7% | 3,374 | $403K |
| NBT Bank, N.A. | 0.03% | No change | 3,350 | $400K |
| Forte Asset Management LLC | 0.18% | No change | 3,250 | $388K |
| Alhambra Investment Management LLC | 0.18% | No change | 3,245 | $387K |
| Aries Wealth Management | 0.09% | No change | 3,238 | $386K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -1.3% | 3,226 | $385K |
| Integrated Advisors Network LLC | 0.02% | New | 3,225 | $385K |
| Squarepoint Ops LLC | 0.00% | New | 3,219 | $384K |
| Blalock Williams, LLC | 0.30% | Add +7.7% | 3,137 | $374K |
| WestHill Financial Advisors, Inc. | 0.07% | No change | 3,099 | $370K |
| WBH Advisory Inc. | 0.03% | No change | 3,099 | $370K |
| Sachem Hill LLC | 0.07% | Add +0.3% | 3,098 | $370K |
| Genesis Wealth Advisors, LLC | 0.25% | No change | 3,078 | $367K |
| Riggs Asset Managment Co. Inc. | 0.07% | Reduce -10.4% | 3,064 | $366K |
| D L Carlson Investment Group Inc. | 0.06% | Reduce -13.3% | 3,064 | $366K |
| First Heartland Consultants, Inc. | 0.03% | Add +9.2% | 3,040 | $363K |
| Vise Technologies, Inc. | 0.01% | New | 3,020 | $360K |
| Members Trust Co | 0.01% | No change | 3,013 | $360K |
| Bar Harbor Wealth Management | 0.02% | Add +64.6% | 3,001 | $358K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,995 | $357K |
| Foster Group, Inc. | 0.01% | Add +1.2% | 2,984 | $356K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -2.5% | 2,984 | $356K |
| Petra Financial Advisors Inc. | 0.21% | Add +0.5% | 2,962 | $354K |
| Keebeck Wealth Management | 0.04% | Add +55.7% | 2,949 | $352K |
| Potomac Fund Management Inc. | 0.01% | Reduce -0.4% | 2,947 | $352K |
| Bfsg, LLC | 0.03% | Add +8.3% | 2,938 | $351K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -24.2% | 2,885 | $344K |
| Rossby Financial, LCC | 0.11% | Add +5.1% | 2,836 | $338K |
| IFG Advisory, LLC | 0.01% | Reduce -71.9% | 2,821 | $337K |
| Mosaic Financial Group, LLC | 0.23% | Add +0.7% | 2,767 | $330K |
| Oath Planning, LLC | 0.32% | — | 2,759 | $329K |
| SFI Advisors, LLC | 0.21% | No change | 2,756 | $329K |
| Tempo Wealth, LLC | 0.06% | — | 2,749 | $328K |
| Tsfg, LLC | 0.05% | Reduce -13.7% | 2,719 | $324K |
| Montag A & Associates Inc. | 0.01% | Add +406.8% | 2,676 | $319K |
| Fiducient Advisors LLC | 0.04% | No change | 2,626 | $313K |
| Value Partners Investments Inc. | 0.02% | No change | 2,605 | $311K |
| BNP Paribas Financial Markets | 0.00% | Reduce -98.7% | 2,586 | $309K |
| Portfolio Resources Advisor Group, Inc. | 0.31% | — | 2,582 | $308K |
| TopTier Wealth Management, LLC | 0.21% | — | 2,573 | $307K |
| Arrien Investments, Inc. | 0.17% | Reduce -17.1% | 2,566 | $306K |
| Busey Bank | 0.01% | Reduce -1.0% | 2,565 | $306K |
| Ruggiero Investments, Inc. | 0.27% | — | 2,511 | $300K |
| BDFS Capital LLC | 0.15% | — | 2,509 | $299K |
| Valley Wealth Managers, Inc. | 0.02% | Reduce -1.0% | 2,492 | $297K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -42.1% | 2,484 | $297K |
| Advance Capital Management, Inc. | 0.01% | Add +3.0% | 2,484 | $296K |
| Empower Advisory Group, LLC | 0.00% | New | 2,464 | $294K |
| TBH Global Asset Management, LLC | 0.05% | New | 3,170 | $291K |
| Calton & Associates, Inc. | 0.04% | Add +5.6% | 2,429 | $290K |
| Idaho Trust Co | 0.10% | New | 2,428 | $290K |
| AlphaCentric Advisors LLC | 0.29% | — | 2,404 | $287K |
| United Asset Strategies, Inc. | 0.02% | Add +1.0% | 2,389 | $285K |
| Pallas Capital Advisors LLC | 0.01% | New | 2,382 | $284K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,365 | $282K |
| CIBC Private Wealth Group LLC | 0.00% | Add +35.2% | 2,360 | $282K |
| Duncan Williams Asset Management, LLC | 0.07% | Add +1.7% | 2,368 | $281K |
| Silverlake Wealth Management LLC | 0.06% | New | 2,332 | $278K |
| Chemistry Wealth Management LLC | 0.05% | No change | 2,323 | $277K |
| Westfuller Advisors, LLC | 0.11% | Add +1.2% | 2,310 | $276K |
| Frederick Financial Consultants, LLC | 0.15% | Reduce -0.7% | 2,303 | $275K |
| SouthState Bank Corp | 0.01% | Add +5.1% | 2,286 | $273K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -2.7% | 2,282 | $272K |
| Mather Group, Llc. | 0.00% | Reduce -0.8% | 2,279 | $272K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 2,277 | $272K |
| Brightwater Advisory LLC | 0.18% | Reduce -0.3% | 2,259 | $270K |
| Rathbones Group PLC | 0.00% | New | 2,196 | $262K |
| Arwa LLC | 0.15% | — | 2,196 | $262K |
| Sather Financial Group Inc | 0.01% | Reduce -7.4% | 2,188 | $261K |
| Nicolet Bankshares Inc. | 0.04% | New | 2,186 | $261K |
| Turim 21 Investimentos Ltda. | 0.10% | Reduce -76.5% | 2,167 | $259K |
| Ssa Swiss Advisors AG | 0.12% | No change | 2,154 | $257K |
| Oxbow Advisors, LLC | 0.02% | Add +4.9% | 2,146 | $256K |
| Wealthquest Corp | 0.02% | New | 2,135 | $255K |
| Root Financial Partners, LLC | 0.01% | No change | 2,130 | $254K |
| Legacy Capital Group California, Inc. | 0.06% | Add +19.3% | 2,128 | $254K |
| BAM Wealth Management, LLC | 0.18% | Add +14.4% | 2,109 | $252K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -3.7% | 2,098 | $250K |
| My Personal CFO, LLC | 0.10% | New | 2,096 | $250K |
| Evolve Private Wealth, LLC | 0.01% | — | 2,065 | $246K |
| Lanark Financial, Inc. | 0.02% | Reduce -2.0% | 2,054 | $245K |
| Flagstone Financial Management | 0.06% | No change | 2,042 | $244K |
| Tobias Financial Advisors, Inc. | 0.03% | No change | 2,037 | $243K |
| King Wealth Management Group | 0.03% | Reduce -3.1% | 2,040 | $243K |
| Pathfinder Wealth Consulting, Inc. | 0.15% | — | 2,034 | $243K |
| NorthRock Partners, LLC | 0.00% | New | 2,014 | $240K |
| Kastel Capital Advisors, LLC | 0.15% | — | 2,011 | $240K |
| Guidance Capital, Inc. | 0.06% | New | 2,013 | $240K |
| ASL Financial, LLC | 0.19% | — | 1,993 | $238K |
| Flagstar Securities, Inc. | 0.08% | Add +0.8% | 1,947 | $232K |
| Dopkins Wealth Management, LLC | 0.09% | No change | 1,943 | $232K |
| Unconventional Investor, LLC | 0.11% | Reduce -30.0% | 1,918 | $229K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -2.7% | 1,875 | $224K |
| Kelly Financial Services LLC | 0.06% | New | 1,846 | $220K |
| Studio Investment Management LLC | 0.04% | Add +3.7% | 1,837 | $219K |
| Y.D. More Investments Ltd | 0.01% | Reduce -90.8% | 1,824 | $218K |
| Novem Group | 0.03% | Add +3.5% | 1,819 | $217K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -98.2% | 1,807 | $216K |
| Balboa Wealth Partners | 0.04% | New | 1,802 | $215K |
| Seven Mile Advisory | 0.04% | Add +1.2% | 1,790 | $214K |
| Walkner Condon Financial Advisors LLC | 0.03% | Reduce -55.3% | 1,788 | $213K |
| Investors Research Corp | 0.04% | Add +12.3% | 1,788 | $213K |
| Cornerstone Advisors Asset Management, LLC | 0.03% | Reduce -11.8% | 1,763 | $210K |
| Evercore Wealth Management, LLC | 0.00% | No change | 1,760 | $210K |
| St Germain D J Co. Inc. | 0.01% | Reduce -4.6% | 1,752 | $209K |
| Centaurus Financial, Inc. | 0.01% | Add +6.2% | 1,746 | $208K |
| KDK Private Wealth Management, LLC | 0.18% | Reduce -11.1% | 1,742 | $208K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -12.1% | 1,730 | $206K |
| FineMark National Bank & Trust | 0.01% | New | 1,727 | $206K |
| Stableford Capital II LLC | 0.07% | Reduce -44.5% | 1,722 | $206K |
| Legacy Wealth Partners, LLC | 0.05% | — | 1,720 | $205K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -17.1% | 1,719 | $205K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.03% | Add +0.2% | 1,718 | $205K |
| Successful Portfolios LLC | 0.10% | New | 1,716 | $205K |
| JCIC Asset Management Inc. | 0.06% | No change | 1,715 | $205K |
| Hardin Capital Partners, LLC | 0.10% | New | 1,713 | $204K |
| Invariant Investment Management | 0.13% | — | 1,694 | $202K |
| Farmers National Bank | 0.04% | New | 1,682 | $201K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -20.9% | 1,682 | $201K |
| Creative Financial Designs Inc. | 0.01% | Reduce -16.2% | 1,681 | $201K |
| Logan Capital Management Inc. | 0.01% | Add +1.8% | 1,678 | $200K |
| Evelyn Partners Asset Management Ltd | 0.05% | Add +12.8% | 1,610 | $192K |
| Blue Trust, Inc. | 0.00% | Add +321.3% | 1,601 | $191K |
| Wolff Wiese Magana LLC | 0.10% | No change | 1,578 | $188K |
| Morton Brown Family Wealth, LLC | 0.05% | No change | 1,470 | $175K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +8.8% | 1,451 | $173K |
| IFC & Insurance Marketing, Inc. | 0.17% | — | 1,414 | $169K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,404 | $168K |
| Merited Wealth, LLC | 0.14% | — | 1,289 | $154K |
| Capital Analysts, LLC | 0.00% | Add +0.2% | 1,276 | $153K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 1,278 | $153K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +28.3% | 1,188 | $142K |
| Smartleaf Asset Management LLC | 0.01% | Add +90.6% | 1,176 | $141K |
| CNB Bank | 0.05% | No change | 1,113 | $133K |
| Eastern Bank | 0.00% | Add +20.9% | 1,052 | $126K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,048 | $125K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -7.3% | 1,008 | $120K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 1,000 | $119K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 988 | $118K |
| International Assets Investment Management, LLC | 0.01% | New | 962 | $115K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 886 | $106K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 849 | $101K |
| LFA - Lugano Financial Advisors SA | 0.05% | No change | 835 | $100K |
| 1620 Investment Advisors, Inc. | 0.06% | Add +1.4% | 811 | $97K |
| Cornerstone Planning Group LLC | 0.01% | Add +7.5% | 778 | $93K |
| Boreal Capital Management LLC | 0.08% | No change | 744 | $89K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 731 | $87K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 712 | $85K |
| SageView Advisory Group, LLC | 0.00% | New | 708 | $85K |
| MCF Advisors LLC | 0.00% | No change | 704 | $84K |
| Clearstead Trust, LLC | 0.01% | No change | 701 | $84K |
| Legacy Wealth Managment, LLC | 0.04% | New | 698 | $83K |
| Park Place Capital Corp | 0.02% | Reduce -55.5% | 657 | $78K |
| Trust Co. of Vermont | 0.00% | No change | 650 | $78K |
| Webster Bank, N. A. | 0.01% | Add +81.2% | 647 | $77K |
| Optima Capital LLC | 0.03% | Reduce -91.0% | 609 | $73K |
| Gen-Wealth Partners Inc | 0.02% | Add +2.4% | 588 | $70K |
| Triumph Capital Management | 0.02% | New | 588 | $70K |
| Nemes Rush Group LLC | 0.01% | Add +52.8% | 579 | $69K |
| Highline Wealth Partners LLC | 0.02% | No change | 501 | $60K |
| SHP Wealth Management | 0.00% | — | 491 | $59K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 481 | $57K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 477 | $57K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 455 | $54K |
| MidAtlantic Capital Management, Inc. | 0.03% | New | 441 | $53K |
| TCTC Holdings, LLC | 0.00% | No change | 429 | $51K |
| Cedar Wealth Management, LLC | 0.02% | No change | 427 | $51K |
| Ares Financial Consulting, LLC | 0.05% | — | 414 | $49K |
| Pioneer Family Office, LLC | 0.03% | — | 379 | $45K |
| Greykasell Wealth Strategies, Inc. | 0.02% | Add +1.3% | 377 | $45K |
| Hanson & Doremus Investment Management | 0.01% | No change | 365 | $44K |
| WealthShield Partners, LLC | 0.00% | No change | 360 | $43K |
| Sound Income Strategies, LLC | 0.00% | Add +20.0% | 360 | $43K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +214.7% | 343 | $41K |
| CX Institutional | 0.00% | Add +200.0% | 324 | $39K |
| Crews Bank & Trust | 0.01% | No change | 317 | $38K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 310 | $37K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 307 | $37K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -65.4% | 304 | $36K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 303 | $36K |
| Coston, McIsaac & Partners | 0.01% | No change | 309 | $36K |
| Maseco LLP | 0.00% | New | 295 | $35K |
| Delos Wealth Advisors, LLC | 0.02% | No change | 283 | $34K |
| AlphaCore Capital LLC | 0.00% | No change | 272 | $32K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 260 | $31K |
| Ancora Advisors LLC | 0.00% | No change | 260 | $31K |
| Ankerstar Wealth, LLC | 0.03% | — | 252 | $30K |
| SJS Investment Consulting Inc. | 0.00% | New | 250 | $30K |
| Cape Investment Advisory, Inc. | 0.01% | New | 244 | $29K |
| Asset Dedication, LLC | 0.00% | No change | 238 | $28K |
| Key Capital Management, INC | 0.03% | — | 237 | $28K |
| Family Manage LLC | 0.00% | No change | 226 | $27K |
| Wellington-Altus USA Inc. | 0.02% | — | 225 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 225 | $27K |
| Kingdom Financial Group LLC. | 0.01% | New | 216 | $26K |
| Avion Wealth | 0.01% | No change | 216 | $25K |
| Country Trust Bank | 0.00% | New | 209 | $25K |
| Capital Investment Counsel, Inc | 0.00% | New | 204 | $24K |
| Parallel Advisors, LLC | 0.00% | Reduce -50.5% | 204 | $24K |
| Biltmore Family Office, LLC | 0.00% | No change | 200 | $24K |
| Pacifica Partners Inc. | 0.01% | No change | 200 | $24K |
| Caitlin John, LLC | 0.01% | No change | 179 | $21K |
| Friedenthal Financial | 0.01% | Add +34.9% | 178 | $21K |
| First Horizon Corp. | 0.00% | No change | 173 | $21K |
| LRI Investments, LLC | 0.00% | No change | 171 | $20K |
| Arax Advisory Partners | 0.00% | New | 165 | $20K |
| WealthCollab, LLC | 0.01% | New | 163 | $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 |
| Walsh & Associates, LLC | 0.02% | — | 135 | $16K |
| Copia Wealth Management | 0.01% | No change | 133 | $16K |
| Granite FO LLC | 0.01% | No change | 133 | $16K |
| Versant Capital Management, Inc | 0.00% | No change | 131 | $16K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 130 | $16K |
| Brown Brothers Harriman & Co. | 0.00% | New | 130 | $16K |
| Team Financial Group, LLC | 0.01% | No change | 127 | $15K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 127 | $15K |
| Richardson Financial Services Inc. | 0.00% | Add +1900.0% | 200 | $13K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 108 | $13K |
| Mascoma Wealth Management LLC | 0.00% | Add +1.0% | 105 | $13K |
| REAP Financial Group, LLC | 0.00% | Add +1.0% | 104 | $12K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 102 | $12K |
| Howe & Rusling Inc. | 0.00% | Add +1011.1% | 100 | $12K |
| EPG Wealth Management LLC | 0.00% | No change | 99 | $12K |
| Realta Investment Advisors | 0.00% | No change | 96 | $11K |
| Go Invest LLC | 0.00% | — | 94 | $11K |
| Strategic Advocates LLC | 0.00% | No change | 91 | $11K |
| Caldwell Trust Co | 0.00% | Reduce -29.7% | 90 | $11K |
| Barrett & Company, Inc. | 0.00% | No change | 89 | $11K |
| Horizon Investments, LLC | 0.00% | Add +117.1% | 89 | $11K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 88 | $11K |
| Hara Capital LLC | 0.01% | Reduce -44.9% | 86 | $10K |
| Morse Asset Management, Inc | 0.00% | No change | 85 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 85 | $10K |
| Rothschild Investment LLC | 0.00% | Reduce -67.9% | 84 | $10K |
| Founders Financial Alliance, LLC | 0.00% | No change | 81 | $10K |
| Tompkins Financial Corp. | 0.00% | No change | 79 | $9K |
| RHL Group, LLC | 0.01% | — | 77 | $9K |
| Winthrop Capital Management, LLC | 0.00% | No change | 73 | $9K |
| Oakworth Capital, Inc. | 0.00% | No change | 68 | $8K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 57 | $7K |
| GAMMA Investing LLC | 0.00% | No change | 55 | $7K |
| Bank of New Hampshire | 0.00% | No change | 45 | $5K |
| Dogwood Wealth Management LLC | 0.00% | Add +131.6% | 44 | $5K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 43 | $5K |
| Prosperity Bancshares Inc | 0.00% | — | 35 | $4K |
| Archer Investment Corp | 0.00% | No change | 34 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 32 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -9.4% | 29 | $3K |
| Reicon Wealth Advisors, LLC | 0.00% | — | 28 | $3K |
| one8zero8, LLC | 0.00% | New | 28 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 27 | $3K |
| Van Eck Associates Corp. | 0.00% | Add +7.7% | 28 | $3K |
| Albion Financial Group | 0.00% | No change | 24 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 18 | $2K |
| Smithfield Trust Co | 0.00% | No change | 14 | $2K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 15 | $2K |
| Truvestments Capital LLC | 0.00% | New | 15 | $2K |
| Integrity Financial Corp | 0.00% | No change | 13 | $2K |
| Imprint Wealth LLC | 0.01% | Reduce -50.0% | 9 | $1K |
| Spurstone Advisory Services, LLC | 0.01% | No change | 8 | $955 |
| McGuire Capital Advisors Inc. | 0.00% | — | 8 | $955 |
| Hilton Head Capital Partners, LLC | 0.00% | — | 7 | $835 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -41.7% | 7 | $835 |
| Vision Retirement, LLC | 0.00% | — | 7 | $835 |
| Sunbelt Securities, Inc. | 0.00% | No change | 6 | $664 |
| Key Financial Inc | 0.00% | No change | 3 | $358 |
| Independence Bank of Kentucky | 0.00% | No change | 3 | $358 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 2 | $246 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 2 | $239 |
| 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.