iShares 3-7 Year Treasury BoIEIETF
13F holders, Q1 2026 (March 31)838holders −11
69new positions
84sold out
5famous investors
$118.57avg. 13F price*
At the end of Q1 2026, 838 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings, down 11 from Q4 2025. 69 opened new positions and 84 sold out. The largest holders were JPMorgan Chase & Co. ($2.2B), Bank of America Corp. ($1.1B) and Captrust Financial Advisors ($742.2M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $218.5M |
| Exits | 84 | $84.5M |
All 13F filers, Q4 2025 → Q1 2026: 15,908,337 shares bought and 5,043,086 shares sold, net +10,865,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 838 holders
| JPMorgan Chase & Co. | 0.15% | Add +6.3% | 18,817,986 | $2.2B |
| Bank of America Corp. | 0.08% | Add +39.7% | 9,242,672 | $1.1B |
| Captrust Financial Advisors | 1.30% | Add +5.6% | 6,258,233 | $742.2M |
| Invesco Ltd. | 0.05% | No change | 4,292,100 | $509.0M |
| Financial Engines Advisors L.L.C. | 1.02% | Reduce -1.3% | 4,231,532 | $501.9M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -1.0% | 3,835,777 | $454.9M |
| Assetmark, Inc. | 0.81% | Add +9.8% | 3,352,425 | $397.6M |
| FMR LLC | 0.02% | Add +259.6% | 3,146,974 | $373.2M |
| UBS Group AG | 0.06% | Add +31.4% | 2,985,127 | $354.0M |
| Morgan Stanley | 0.02% | Add +2.5% | 2,855,064 | $338.6M |
| Ameriprise Financial Inc. | 0.08% | Add +4.4% | 2,845,738 | $337.2M |
| LPL Financial LLC | 0.09% | Add +11.5% | 2,735,908 | $324.5M |
| Stifel Financial Corp. | 0.26% | Add +10.5% | 2,403,767 | $285.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.83% | Reduce -13.5% | 2,318,980 | $275.0M |
| Wit, LLC | 5.07% | Add +8.4% | 2,263,922 | $268.5M |
| Wells Fargo & Company | 0.05% | Add +2.7% | 2,152,305 | $255.3M |
| Mariner, LLC | 0.28% | Add +311.6% | 2,037,091 | $241.6M |
| Truist Financial Corp. | 0.32% | Add +1.4% | 1,995,728 | $236.7M |
| Cerity Partners LLC | 0.33% | Add +0.7% | 1,968,957 | $233.5M |
| Janney Montgomery Scott LLC | 0.54% | Reduce -2.2% | 1,844,787 | $218.8M |
| Tanglewood Wealth Management, Inc. | 15.69% | Add +7.9% | 1,596,822 | $189.4M |
| Raymond James Financial Inc. | 0.06% | Add +4.7% | 1,594,914 | $189.2M |
| BlackRock, Inc. | 0.00% | Reduce -16.9% | 1,344,980 | $159.5M |
| WestEnd Advisors, LLC | 3.45% | Add +2.8% | 1,205,864 | $143.0M |
| Creative Planning | 0.09% | Reduce -5.6% | 1,176,837 | $139.6M |
| Royal Bank of Canada | 0.03% | Add +0.5% | 1,113,025 | $132.0M |
| Dynasty Wealth Management, LLC | 1.12% | Reduce -7.3% | 1,085,040 | $128.7M |
| Armstrong Advisory Group, Inc. | 8.63% | Add +9.7% | 1,084,487 | $128.6M |
| Facet Wealth, Inc. | 2.16% | Add +8.6% | 1,049,997 | $124.5M |
| Focus Partners Wealth | 0.13% | Add +2.6% | 963,830 | $114.3M |
| Clarity Financial LLC | 11.88% | Reduce -32.2% | 920,520 | $109.2M |
| Cetera Investment Advisers | 0.11% | Add +12.1% | 897,314 | $106.4M |
| Evergreen Capital Management LLC | 1.92% | Reduce -0.2% | 747,310 | $88.6M |
| Cantor Fitzgerald Investment Advisors L.P. | 6.30% | Add +61.0% | 719,834 | $85.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -4.6% | 675,348 | $80.1M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -0.1% | 643,404 | $76.3M |
| Strategic Point Investment Advisors, LLC | 11.02% | Add +4.0% | 639,390 | $75.8M |
| Bluespring Wealth Management, LLC | 6.29% | Add +3.0% | 615,718 | $73.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.44% | Add +10.3% | 529,872 | $62.5M |
| Osaic Holdings, Inc. | 0.09% | Add +65.2% | 489,387 | $58.1M |
| Sagespring Wealth Partners, LLC | 1.05% | Add +4.0% | 487,319 | $57.8M |
| Victory Capital Management Inc. | 0.04% | Add +3.1% | 478,423 | $56.7M |
| OpenArc Corporate Advisory, LLC | 0.81% | Reduce -15.4% | 475,868 | $56.4M |
| Waverly Advisors, LLC | 0.40% | Reduce -2.4% | 455,053 | $54.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +114.6% | 451,719 | $53.6M |
| Bank of New York Mellon Corp | 0.01% | Add +8.5% | 447,982 | $53.1M |
| Curi Capital, LLC | 0.87% | Add +3.2% | 412,543 | $48.9M |
| TD Private Client Wealth LLC | 1.01% | Reduce -0.7% | 410,840 | $48.7M |
| University of Illinois Foundation | 9.99% | New | 410,500 | $48.7M |
| Keybank National Association | 0.18% | Add +2.7% | 407,193 | $48.3M |
| Franklin Resources Inc. | 0.01% | Add +12.4% | 404,436 | $48.0M |
| NorthCoast Asset Management LLC | 1.07% | Add +54.2% | 390,414 | $46.3M |
| DDFG, Inc | 9.48% | Add +3.9% | 371,059 | $44.0M |
| Allspring Global Investments Holdings, LLC | 0.07% | No change | 370,001 | $43.9M |
| OneDigital Investment Advisors LLC | 0.41% | Add +24.6% | 357,210 | $42.4M |
| Blueprint Investment Partners LLC | 4.22% | Reduce -19.0% | 349,025 | $41.4M |
| Benjamin Edwards Inc. | 0.40% | Add +3.9% | 341,421 | $40.5M |
| Willis Johnson & Associates, Inc. | 2.33% | Add +10.9% | 337,503 | $40.0M |
| O'shaughnessy Asset Management, LLC | 0.19% | Add +12.1% | 319,437 | $37.9M |
| Silicon Valley Capital Partners | 3.67% | Reduce -3.7% | 315,584 | $37.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.6% | 299,887 | $35.6M |
| SkyView Investment Advisors, LLC | 4.76% | Add +2.2% | 290,122 | $35.4M |
| Allianz Asset Management GmbH | 0.04% | Add +18.0% | 288,900 | $34.3M |
| Cabot Wealth Management Inc. | 3.81% | Add +3.0% | 279,159 | $33.1M |
| Banco Santander, S.A. | 0.26% | Add +0.2% | 272,569 | $32.3M |
| New Harbor Financial Group, LLC | 5.86% | Add +7.8% | 272,300 | $32.3M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -6.0% | 261,176 | $31.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +21.2% | 258,197 | $30.6M |
| Permanens Capital L.P. | 3.94% | Add +1462.5% | 257,944 | $30.6M |
| Citadel Advisors | 0.02% | New | 256,392 | $30.4M |
| Strategic Wealth Partners, Ltd. | 1.99% | Add +4.9% | 241,901 | $28.7M |
| MBL Wealth, LLC | 2.13% | Add +7.5% | 237,478 | $28.2M |
| Weaver Capital Management LLC | 5.96% | New | 231,359 | $27.4M |
| Hantz Financial Services, Inc. | 0.41% | Add +54.5% | 227,262 | $27.0M |
| Anchor Capital Advisors LLC | 0.77% | Add +17.3% | 226,745 | $26.9M |
| Hoese & Co LLP | 19.89% | Add +2.0% | 225,998 | $26.8M |
| Orion Porfolio Solutions, LLC | 0.22% | Add +27.6% | 222,267 | $26.4M |
| US Bancorp \de | 0.03% | Add +2.0% | 211,176 | $25.0M |
| School Employees Retirement Board of Ohio | 10.19% | No change | 210,715 | $25.0M |
| Blueprint Financial Advisors LLC | 3.46% | Add +6.7% | 196,711 | $23.3M |
| DT Investment Partners, LLC | 1.94% | Add +3.4% | 196,652 | $23.3M |
| AE Wealth Management LLC | 0.12% | Add +3.3% | 192,693 | $22.9M |
| CSM Advisors, LLC | 0.55% | No change | 189,900 | $22.5M |
| Mirabaud & Cie SA | 9.11% | Add +2.3% | 188,618 | $22.4M |
| Jmac Enterprises LLC | 4.24% | Add +2.2% | 186,581 | $22.1M |
| CVS HEALTH Corp | 10.21% | New | 182,800 | $21.7M |
| First American Trust, FSB | 1.44% | Add +5.6% | 180,491 | $21.4M |
| Baird Financial Group, Inc. | 0.03% | Add +10.0% | 178,684 | $21.2M |
| Jones Financial Companies LLLP | 0.01% | Add +87.0% | 173,121 | $20.4M |
| NewEdge Advisors, LLC | 0.07% | Add +0.3% | 172,155 | $20.4M |
| Napier Financial, LLC | 4.61% | Reduce -0.5% | 169,333 | $20.1M |
| Independence Financial Advisors, LLC | 5.81% | Add +2.4% | 163,298 | $19.4M |
| Haverford Trust Co | 0.18% | Add +6.3% | 162,535 | $19.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -33.2% | 180,904 | $18.2M |
| PFG Advisors | 0.85% | Add +193.0% | 148,034 | $17.6M |
| 1832 Asset Management L.P. | 0.02% | Add +3.9% | 145,646 | $17.3M |
| Canal Capital Management, LLC | 2.33% | Add +4.8% | 145,178 | $17.2M |
| HighTower Advisors, LLC | 0.02% | Reduce -4.2% | 144,242 | $17.1M |
| Capital Investment Services of America, Inc. | 1.78% | Reduce -2.5% | 143,566 | $17.0M |
| Vectors Research Management, LLC | 4.87% | Reduce -12.3% | 140,465 | $16.7M |
| ETF Portfolio Partners, Inc. | 4.29% | Add +2.3% | 137,565 | $16.3M |
| Foronjy Financial LLC | 6.76% | Add +1.8% | 137,157 | $16.3M |
| Bank of Montreal | 0.01% | Add +5.3% | 132,084 | $15.7M |
| Citizens Financial Group Inc. | 0.21% | Add +12.9% | 129,560 | $15.4M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.0% | 128,375 | $15.2M |
| Rwa Wealth Partners, LLC | 0.17% | Reduce -5.2% | 128,350 | $15.2M |
| Johnson Financial Group, Inc. | 0.55% | Reduce -78.6% | 127,196 | $15.1M |
| Gould Capital, LLC | 9.08% | Add +19.2% | 126,530 | $15.0M |
| Confluence Investment Management LLC | 0.23% | Reduce -0.1% | 125,466 | $14.9M |
| Courier Capital LLC | 0.83% | Reduce -12.4% | 125,352 | $14.9M |
| Diversify Wealth Management, LLC | 0.26% | New | 121,560 | $14.3M |
| &partners | 0.07% | Reduce -3.4% | 120,560 | $14.3M |
| AmeriServ Wealth Advisors | 9.12% | Reduce -7.1% | 120,458 | $14.3M |
| D.A. Davidson & Co. | 0.09% | Add +57.6% | 119,328 | $14.2M |
| Millennium Management | 0.01% | Add +142.8% | 118,871 | $14.1M |
| Lido Advisors, LLC | 0.06% | Reduce -21.1% | 117,929 | $14.0M |
| Coldstream Capital Management Inc. | 0.17% | Reduce -28.9% | 117,171 | $13.9M |
| CFS Investment Advisory Services, LLC | 0.95% | Reduce -19.7% | 115,800 | $13.8M |
| Cordoba Advisory Partners LLC | 3.80% | Add +5.6% | 116,049 | $13.8M |
| Paulson Wealth Management Inc. | 3.18% | Add +18.6% | 114,547 | $13.6M |
| Cascade Financial Partners, LLC | 1.36% | Add +67.0% | 111,559 | $13.2M |
| Ascent Group, LLC | 0.46% | Add +22.0% | 111,002 | $13.2M |
| Woodmont Investment Counsel LLC | 0.81% | Add +0.6% | 110,902 | $13.2M |
| MML Investors Services, LLC | 0.04% | Reduce -29.4% | 110,420 | $13.1M |
| Bond & Devick Financial Network, Inc. | 3.64% | Reduce -0.8% | 109,940 | $13.0M |
| WCG Wealth Advisors LLC | 0.36% | Reduce -70.0% | 108,266 | $12.8M |
| M&T Bank Corp | 0.04% | Reduce -9.7% | 106,822 | $12.7M |
| Farther Finance Advisors, LLC | 0.12% | Add +13.8% | 106,867 | $12.6M |
| United Capital Financial Advisors, LLC | 0.08% | Add +1.4% | 105,882 | $12.6M |
| Leavell Investment Management, Inc. | 0.51% | Reduce -9.6% | 105,454 | $12.5M |
| Eley Financial Management, Inc | 4.38% | Reduce -0.1% | 102,356 | $12.1M |
| Rinkey Investments | 3.09% | Add +0.3% | 101,966 | $12.1M |
| Westview Management dba Westview Investment Advisors | 6.21% | Reduce -4.0% | 100,612 | $11.9M |
| Pinnacle Financial Partners, Inc. | 0.09% | Reduce -4.6% | 100,256 | $11.9M |
| Sollinda Capital Management LLC | 2.87% | Add +21.4% | 99,493 | $11.8M |
| Criteria Caixa, S.A.U. | 49.76% | No change | 82,000 | $11.7M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +41.5% | 98,806 | $11.7M |
| Boltwood Capital Management | 2.97% | Reduce -0.2% | 98,073 | $11.6M |
| Hilton Capital Management, LLC | 0.87% | Reduce -59.0% | 97,210 | $11.5M |
| Global Trust Asset Management, LLC | 4.40% | Add +12.6% | 96,832 | $11.5M |
| Wealthcare Capital Management LLC | 1.15% | Add +12.2% | 96,821 | $11.5M |
| Austin Wealth Management, LLC | 2.59% | Reduce -26.5% | 96,737 | $11.4M |
| Private Advisor Group, LLC | 0.05% | Add +28.3% | 94,909 | $11.3M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +5139.1% | 94,670 | $11.2M |
| Arvest Investments, Inc. | 1.52% | Add +5.9% | 94,147 | $11.2M |
| MBM Wealth Consultants, LLC | 2.54% | Add +11.3% | 93,201 | $11.1M |
| McKinley Carter Wealth Services, Inc. | 0.64% | Add +293.7% | 93,105 | $11.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.16% | Reduce -21.4% | 92,800 | $11.0M |
| Flow Traders U.S. LLC | 0.35% | New | 92,792 | $11.0M |
| AMG National Trust Bank | 0.24% | Add +90.6% | 92,663 | $11.0M |
| Portfolio Design Labs, LLC | 1.94% | Add +37.9% | 91,782 | $10.9M |
| Northern Trust Corp. | 0.00% | Reduce -64.0% | 86,822 | $10.3M |
| Ritholtz Wealth Management | 0.17% | Add +6.0% | 84,937 | $10.1M |
| First Financial Bank - Trust Division | 0.80% | Add +1.8% | 83,937 | $10.0M |
| Keel Point, LLC | 0.66% | Reduce -2.0% | 82,863 | $9.8M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +2.5% | 81,764 | $9.7M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -22.9% | 81,000 | $9.6M |
| Premier Path Wealth Partners, LLC | 1.25% | Add +13.0% | 80,702 | $9.6M |
| Columbia Bank | 2.71% | Reduce -41.2% | 80,024 | $9.5M |
| MAI Capital Management | 0.05% | Add +13.7% | 78,290 | $9.3M |
| Everstar Asset Management, LLC | 4.93% | Reduce -3.2% | 78,171 | $9.3M |
| Fifth Third Bancorp | 0.02% | Add +235.3% | 77,849 | $9.2M |
| Patten & Patten Inc. | 0.55% | Add +25.5% | 76,784 | $9.1M |
| Nations Financial Group Inc, /Ia/ | 0.47% | Add +7.6% | 76,706 | $9.1M |
| Lake Hills Wealth Management, LLC | 5.07% | Add +3.5% | 76,419 | $9.1M |
| Community Trust & Investment Co. | 0.49% | Add +58.1% | 76,132 | $9.0M |
| Spartan Planning & Wealth Management | 6.57% | Reduce -45.0% | 74,906 | $8.9M |
| Wrapmanager Inc. | 3.03% | Add +12.7% | 73,563 | $8.7M |
| Becker Capital Management Inc. | 0.25% | Add +85.5% | 71,648 | $8.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +17.7% | 71,517 | $8.5M |
| Foundry Financial Group, Inc. | 4.20% | Add +9.3% | 71,338 | $8.5M |
| Heck Capital Advisors, LLC | 0.62% | Reduce -4.2% | 70,318 | $8.3M |
| Procyon Advisors, LLC | 0.41% | Reduce -4.1% | 70,122 | $8.3M |
| TPG Financial Advisors, LLC | 2.66% | Add +10.3% | 68,855 | $8.2M |
| Coastal Bridge Advisors, LLC | 0.57% | Add +15.0% | 67,436 | $8.0M |
| Midwest Professional Planners, LTD. | 1.87% | Add +5.1% | 67,075 | $8.0M |
| Proathlete Wealth Management LLC | 2.15% | Add +3.8% | 65,399 | $7.8M |
| Benchmark Financial, LLC | 6.92% | Add +19.5% | 64,980 | $7.7M |
| Cwm, LLC | 0.02% | Reduce -30.0% | 64,619 | $7.7M |
| Altman Advisors, Inc. | 3.13% | New | 63,586 | $7.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +167.6% | 63,154 | $7.5M |
| Transcend Capital Advisors, LLC | 0.60% | Add +24.1% | 63,006 | $7.5M |
| SummitTX Capital, L.P. | 0.24% | Add +0.3% | 62,958 | $7.5M |
| Philadelphia Investment Partners, LLC | 5.01% | — | 62,079 | $7.4M |
| Frontier Asset Management, LLC | 1.54% | Reduce -3.1% | 62,074 | $7.4M |
| Whalen Wealth Management Inc. | 3.94% | Add +30.9% | 62,024 | $7.4M |
| DAVENPORT & Co LLC | 0.04% | Reduce -2.1% | 61,758 | $7.3M |
| James Investment Research, Inc. | 0.81% | Reduce -0.7% | 61,160 | $7.3M |
| Checchi Capital Advisers, LLC | 0.50% | Reduce -0.6% | 61,077 | $7.2M |
| Sanctuary Advisors, LLC | 0.04% | Add +11.8% | 61,023 | $7.2M |
| Camden National Bank | 0.97% | Add +8.0% | 60,421 | $7.2M |
| Ridgepath Capital Management LLC | 3.51% | Reduce -24.8% | 59,589 | $7.1M |
| JPL Wealth Management, LLC | 1.62% | Add +13.5% | 59,473 | $7.1M |
| Hilltop Holdings Inc. | 0.63% | Add +184.4% | 58,168 | $6.9M |
| 4J Wealth Management LLC | 3.90% | Add +7.0% | 57,794 | $6.9M |
| Great Diamond Partners, LLC | 1.32% | Add +14.4% | 57,761 | $6.9M |
| Prospera Financial Services Inc | 0.11% | Add +1.7% | 55,270 | $6.6M |
| Corient Private Wealth LP | 0.01% | Reduce -10.2% | 54,315 | $6.4M |
| MFA Wealth Services | 4.13% | Add +2.8% | 52,591 | $6.2M |
| GenTrust, LLC | 0.26% | New | 52,086 | $6.2M |
| Blue Fin Capital, Inc. | 1.00% | Add +13.5% | 51,428 | $6.1M |
| Transmarket Holdings LP | 3.23% | Add +599.2% | 51,067 | $6.1M |
| InTrack Investment Management Inc | 3.41% | Add +16.0% | 50,467 | $6.0M |
| Centerline Wealth Advisors, LLC | 2.14% | Reduce -11.3% | 50,215 | $6.0M |
| DSG Capital Advisors, LLC | 0.95% | Add +12.8% | 49,973 | $5.9M |
| Strategic Blueprint, LLC | 0.34% | Reduce -0.4% | 49,719 | $5.9M |
| CFO4Life Group, LLC | 0.88% | Reduce -4.0% | 48,680 | $5.8M |
| Trilogy Capital Inc. | 0.26% | Reduce -3.9% | 48,530 | $5.8M |
| Rehmann Capital Advisory Group | 0.30% | Reduce -0.4% | 48,087 | $5.7M |
| Larch Capital Partners LLC | 0.82% | New | 47,889 | $5.7M |
| Financial Management Network Inc. | 0.86% | Reduce -5.0% | 47,485 | $5.6M |
| Partners Capital Investment Group, LLP | 0.21% | Add +262.3% | 46,362 | $5.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +16.8% | 46,229 | $5.5M |
| Values First Advisors, Inc. | 2.85% | Add +2.4% | 46,200 | $5.5M |
| Tru Independence Asset Management 2, LLC | 3.37% | Reduce -0.1% | 46,197 | $5.5M |
| Summitpoint Capital Management | 6.84% | — | 45,170 | $5.4M |
| Atria Investments, Inc | 0.06% | Reduce -3.3% | 45,426 | $5.4M |
| Semitam Bonam LLC | 4.39% | Add +9.2% | 45,303 | $5.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.11% | Add +1.9% | 44,654 | $5.3M |
| Dynamic Advisor Solutions LLC | 0.17% | Add +3.6% | 44,439 | $5.3M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +1.9% | 44,125 | $5.2M |
| Latko Wealth Management, Ltd. | 2.55% | Reduce -19.8% | 44,079 | $5.2M |
| Compass Financial Group, Inc. (Ohio) | 3.82% | Add +2.6% | 44,061 | $5.2M |
| Citigroup Inc. | 0.00% | Add +3.9% | 43,720 | $5.2M |
| 1 North Wealth Services LLC | 1.87% | Reduce -1.6% | 43,618 | $5.2M |
| Mount Lucas Management LP | 1.89% | Add +160.3% | 43,217 | $5.1M |
| Pinnacle Associates Ltd. | 0.07% | Add +4.1% | 43,039 | $5.1M |
| Tennessee Valley Asset Management Partners | 0.67% | Reduce -12.3% | 42,887 | $5.1M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -11.0% | 42,774 | $5.1M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Reduce -23.3% | 42,345 | $5.0M |
| International Private Wealth Advisors LLC | 3.07% | Reduce -21.9% | 42,308 | $5.0M |
| Bulltick Wealth Management, LLC | 1.09% | Add +39.2% | 41,421 | $4.9M |
| Clearstead Advisors, LLC | 0.04% | Reduce -6.9% | 41,240 | $4.9M |
| Brookstone Capital Management | 0.06% | Add +343.4% | 40,974 | $4.9M |
| Gotham Asset Management | 0.01% | Add +161.9% | 39,564 | $4.7M |
| Cascades Capital Asset Management, LLC | 1.97% | Add +13.1% | 39,109 | $4.6M |
| Monument Capital Management | 1.16% | Reduce -4.5% | 39,048 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | New | 38,657 | $4.6M |
| CreativeOne Wealth, LLC | 0.11% | Add +20.8% | 38,636 | $4.6M |
| Gladwyn Financial Advisors, Inc. | 3.18% | Add +1.6% | 38,501 | $4.6M |
| Storen Legacy Partners, LLC | 1.43% | New | 38,463 | $4.6M |
| Exchange Traded Concepts, LLC | 0.04% | Reduce -13.7% | 38,376 | $4.6M |
| Tidal Investments LLC | 0.01% | New | 37,802 | $4.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.31% | Add +5.8% | 37,782 | $4.5M |
| Axxcess Wealth Management, LLC | 0.14% | Reduce -60.7% | 37,520 | $4.4M |
| Christensen, King & Associates Investment Services, Inc. | 1.90% | Reduce -0.8% | 37,415 | $4.4M |
| Madison Asset Management, LLC | 0.06% | Add +0.7% | 37,408 | $4.4M |
| Center For Asset Management LLC | 2.12% | Add +13.0% | 36,072 | $4.3M |
| IHT Wealth Management, LLC | 0.10% | Reduce -3.6% | 35,556 | $4.2M |
| Shelton Wealth Management, LLC | 1.82% | Reduce -1.7% | 34,898 | $4.1M |
| Unique Wealth, LLC | 0.56% | Reduce -6.7% | 33,965 | $4.0M |
| IFP Advisors, Inc | 0.08% | Add +31.1% | 33,938 | $4.0M |
| Stratos Wealth Advisors, LLC | 0.25% | Add +4.7% | 33,809 | $4.0M |
| Opus Capital Group, LLC | 0.43% | Reduce -4.0% | 33,755 | $4.0M |
| Compound Planning, Inc. | 0.12% | Reduce -3.8% | 33,712 | $4.0M |
| EFG International AG | 0.08% | Add +27.6% | 33,025 | $3.9M |
| Newport Capital Group, LLC | 2.35% | Reduce -3.1% | 32,477 | $3.9M |
| Acropolis Investment Management, LLC | 0.17% | Add +0.5% | 32,433 | $3.8M |
| IF Advisors, LLC | 2.68% | Add +6.5% | 32,025 | $3.8M |
| Advisory Services Network, LLC | 0.05% | Reduce -25.1% | 31,979 | $3.8M |
| Vision Capital Management, Inc. | 0.47% | Add +5.6% | 31,419 | $3.7M |
| Longview Financial Advisors LLC | 2.02% | Reduce -0.1% | 31,379 | $3.7M |
| Pacific Park Financial, Inc. | 2.43% | Add +109.9% | 31,379 | $3.7M |
| Private Advisory Group LLC | 0.25% | New | 30,843 | $3.7M |
| Cary Street Partners Investment Advisory LLC | 0.90% | Add +2.6% | 29,872 | $3.5M |
| William Howard & Co Financial Advisors Inc | 2.99% | Add +0.0% | 29,165 | $3.5M |
| Gateway Wealth Partners, LLC | 0.13% | Add +1159.3% | 28,738 | $3.4M |
| National Bank of Canada | 0.00% | Reduce -65.1% | 28,205 | $3.3M |
| ETF Store, Inc. | 3.22% | Add +3.3% | 27,841 | $3.3M |
| CDKV Holdings LLC | 2.88% | Reduce -9.0% | 27,697 | $3.3M |
| Twin Focus Capital Partners, LLC | 0.37% | Add +129.7% | 27,492 | $3.3M |
| Centennial Wealth Advisory LLC | 0.79% | Add +3.2% | 27,478 | $3.3M |
| Savvy Advisors, Inc. | 0.09% | Add +2.1% | 27,380 | $3.2M |
| Warner Financial, Inc. | 1.11% | Add +49.4% | 27,358 | $3.2M |
| Entrewealth, LLC | 1.44% | Add +1.9% | 27,152 | $3.2M |
| NorthCrest Asset Manangement, LLC | 0.10% | Reduce -10.7% | 27,115 | $3.2M |
| Natixis Advisors, LLC | 0.00% | New | 27,020 | $3.2M |
| GMO | 0.01% | Add +88.8% | 26,997 | $3.2M |
| Cyndeo Wealth Partners, LLC | 0.17% | Add +4.6% | 26,952 | $3.2M |
| Harbour Investments, Inc. | 0.05% | Add +9.4% | 26,923 | $3.2M |
| Concord Wealth Partners | 0.41% | Add +41.9% | 26,768 | $3.2M |
| Blue Capital, Inc. | 2.06% | New | 26,619 | $3.2M |
| Fortune Financial Advisors, LLC | 1.59% | Reduce -0.4% | 26,320 | $3.1M |
| Eaton Financial Holdings Company, LLC | 1.02% | Reduce -0.2% | 26,199 | $3.1M |
| Tranquilli Financial Advisor LLC | 1.79% | Add +5.5% | 25,872 | $3.1M |
| Wealthfront Advisers LLC | 0.01% | Add +46.5% | 25,226 | $3.0M |
| Central Pacific Bank - Trust Division | 0.39% | Add +108.0% | 25,015 | $3.0M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -61.6% | 24,896 | $3.0M |
| Markin Asset Management, LP | 3.21% | Reduce -11.2% | 24,677 | $2.9M |
| Endowment Wealth Management, Inc. | 1.29% | Add +24.7% | 24,614 | $2.9M |
| Laurel Oak Wealth Management, LLC | 0.49% | Reduce -8.3% | 24,567 | $2.9M |
| One Day In July LLC | 0.23% | Add +0.5% | 24,490 | $2.9M |
| Visionary Wealth Advisors | 0.13% | Add +4.6% | 24,203 | $2.9M |
| Union Bancaire Privee, UBP SA | 0.04% | Add +5.8% | 23,928 | $2.8M |
| Stephens Inc. | 0.04% | Add +7.3% | 23,758 | $2.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +6.4% | 23,506 | $2.8M |
| MMBG Investment Advisors Co. | 0.25% | Add +22.9% | 23,170 | $2.7M |
| Trajan Wealth LLC | 0.11% | Add +1.1% | 23,156 | $2.7M |
| Magnus Financial Group LLC | 0.22% | Reduce -25.6% | 22,923 | $2.7M |
| Arete Wealth Advisors, LLC | 0.20% | Add +6.2% | 22,751 | $2.7M |
| Chesley Taft & Associates LLC | 0.11% | Add +1.5% | 22,732 | $2.7M |
| Beacon Bank & Trust | 0.55% | Reduce -43.1% | 22,697 | $2.7M |
| Maltin Wealth Management, Inc. | 1.03% | Reduce -13.1% | 22,621 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -18.5% | 22,422 | $2.7M |
| Two Sigma Securities, LLC | 0.31% | Add +546.7% | 22,363 | $2.7M |
| Oak Grove Capital LLC | 0.45% | Reduce -6.3% | 22,300 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +40.4% | 22,051 | $2.6M |
| Sequent Planning LLC | 0.63% | Add +3.8% | 21,996 | $2.6M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -3.0% | 21,894 | $2.6M |
| Regatta Capital Group, LLC | 0.39% | Add +9.8% | 21,758 | $2.6M |
| BNP Paribas | 0.08% | Add +11.9% | 21,565 | $2.6M |
| Robinson Value Management, Ltd. | 1.41% | Reduce -3.3% | 21,420 | $2.5M |
| Klaas Financial Asset Advisors, LLC | 0.35% | Reduce -91.6% | 21,298 | $2.5M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 21,006 | $2.5M |
| World Investment Advisors | 0.04% | Add +16.2% | 20,972 | $2.5M |
| Vernal Point Advisors, LLC | 1.01% | Add +1.2% | 20,964 | $2.5M |
| Betterment LLC | 0.00% | Add +7.8% | 20,590 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.18% | Reduce -3.2% | 20,341 | $2.4M |
| Veridan Wealth LLC | 0.91% | Add +4.7% | 20,333 | $2.4M |
| Eagle Strategies LLC | 0.29% | Add +33.5% | 20,314 | $2.4M |
| Aerodigm Wealth, LLC | 0.90% | No change | 20,081 | $2.4M |
| Global Endowment Management, LP | 0.26% | No change | 20,000 | $2.4M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -3.1% | 19,992 | $2.4M |
| Jacobi Capital Management LLC | 0.13% | Add +3.0% | 19,496 | $2.3M |
| Braeburn Wealth Management LLC | 1.32% | Add +24.4% | 19,495 | $2.3M |
| Aua Capital Management, LLC | 1.18% | Add +22.9% | 19,409 | $2.3M |
| Strategic Investment Advisors / MI | 0.16% | Add +14.7% | 19,384 | $2.3M |
| Apollon Wealth Management, LLC | 0.04% | Add +238.8% | 19,260 | $2.3M |
| Conning Inc. | 0.08% | No change | 19,236 | $2.3M |
| Resonant Capital Advisors, LLC | 0.11% | No change | 18,225 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Add +9.0% | 18,160 | $2.2M |
| Versant Capital Management, Inc | 0.21% | Add +13698.5% | 18,076 | $2.1M |
| Money Concepts Capital Corp. | 0.12% | Add +16.8% | 18,033 | $2.1M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +0.2% | 18,028 | $2.1M |
| Traphagen Investment Advisors LLC | 0.17% | Reduce -10.3% | 17,998 | $2.1M |
| Regions Financial Corp. | 0.01% | Reduce -5.5% | 17,648 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -5.0% | 17,475 | $2.1M |
| Moulton Wealth Management, Inc. | 1.40% | New | 17,392 | $2.1M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -3.6% | 17,267 | $2.0M |
| Mfa Wealth Advisors, LLC | 0.40% | Add +4.2% | 17,192 | $2.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.25% | Add +10.8% | 17,121 | $2.0M |
| Ascentis Independent Advisors | 0.15% | Add +30.9% | 17,109 | $2.0M |
| Bingham Private Wealth, LLC | 1.60% | Add +10.0% | 17,030 | $2.0M |
| Twele Capital Management, Inc. | 0.35% | Add +0.2% | 16,776 | $2.0M |
| HighPoint Advisor Group LLC | 0.08% | Add +127.3% | 16,770 | $2.0M |
| PW Advisors, LLC \ FL | 1.49% | New | 16,744 | $2.0M |
| Verdence Capital Advisors LLC | 0.12% | Reduce -11.1% | 16,674 | $2.0M |
| Belleair Asset Management, LLC | 1.76% | Reduce -2.2% | 16,295 | $1.9M |
| RKL Wealth Management LLC | 0.17% | Reduce -6.4% | 16,001 | $1.9M |
| BayBridge Capital Group, LLC | 1.17% | No change | 15,834 | $1.9M |
| Aptus Capital Advisors, LLC | 0.02% | Add +29.2% | 15,903 | $1.9M |
| Royal Fund Management, LLC | 0.18% | Add +6.3% | 15,569 | $1.8M |
| Thompson David Blair | 1.05% | Reduce -38.5% | 15,525 | $1.8M |
| Spire Wealth Management | 0.06% | Reduce -1.1% | 15,165 | $1.8M |
| SevenBridge Financial Group, LLC | 0.28% | Reduce -1.4% | 15,102 | $1.8M |
| Sowell Financial Services LLC | 0.07% | Reduce -1.0% | 15,101 | $1.8M |
| Paragon Capital Management Ltd | 0.38% | Reduce -6.8% | 15,084 | $1.8M |
| Voya Financial Advisors, Inc. | 0.18% | Add +13.4% | 15,024 | $1.8M |
| Level Four Advisory Services, LLC | 0.06% | Add +80.5% | 14,900 | $1.8M |
| Brian Low Financial Group, LLC | 1.18% | Add +0.2% | 14,589 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -7.4% | 14,391 | $1.7M |
| Simplex Trading, LLC | 0.05% | Add +82.1% | 14,320 | $1.7M |
| Maridea Wealth Management LLC | 0.24% | Add +33.7% | 14,101 | $1.7M |
| Commerce Bank | 0.01% | Add +7.6% | 13,954 | $1.7M |
| Atwood & Palmer Inc. | 0.09% | Reduce -15.3% | 13,900 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -2.5% | 13,824 | $1.6M |
| E&G Advisors, LLC | 0.35% | No change | 13,437 | $1.6M |
| Generation Capital Management LLC | 1.16% | Reduce -1.9% | 13,386 | $1.6M |
| Burke & Herbert Bank & Trust Co. | 0.44% | Reduce -2.3% | 13,367 | $1.6M |
| Ogorek Anthony Joseph /NY/ | 0.43% | Add +29.3% | 13,342 | $1.6M |
| Founders Grove Wealth Partners, LLC | 0.36% | Add +2.1% | 13,316 | $1.6M |
| Alliance Private Wealth, LLC | 0.56% | No change | 13,254 | $1.6M |
| Entelevest, LLC | 1.59% | Add +19.2% | 13,049 | $1.5M |
| Stronghold Wealth Management L.L.C. | 2.33% | Reduce -0.1% | 13,014 | $1.5M |
| Verger Capital Management LLC | 0.45% | Reduce -10.6% | 12,997 | $1.5M |
| Israel Discount Bank of New York | 3.36% | Add +57.4% | 12,919 | $1.5M |
| Greenspring Advisors, LLC | 0.09% | Add +2.1% | 12,735 | $1.5M |
| Welch Group, LLC | 0.06% | Add +216.2% | 12,385 | $1.5M |
| Freestone Capital Holdings, LLC | 0.04% | Reduce -41.3% | 12,173 | $1.4M |
| Penobscot Investment Management Company, Inc. | 0.11% | Reduce -8.5% | 12,102 | $1.4M |
| WNY Asset Management, LLC | 0.15% | — | 12,008 | $1.4M |
| Cogent Strategic Wealth LLC | 1.46% | Reduce -0.3% | 11,959 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -16.2% | 11,896 | $1.4M |
| Nolet Wealth Management, LLC | 0.80% | No change | 11,862 | $1.4M |
| Nwam LLC | 0.08% | Add +0.1% | 11,829 | $1.4M |
| First National Bank of Omaha | 0.04% | Add +15.8% | 11,800 | $1.4M |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -1.9% | 11,650 | $1.4M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -5.8% | 11,638 | $1.4M |
| LightSquare Wealth Management, LLC | 1.02% | — | 11,483 | $1.4M |
| Fisher Asset Management | 0.00% | Reduce -16.4% | 11,414 | $1.4M |
| Compagnie Lombard Odier SCmA | 0.02% | No change | 11,358 | $1.3M |
| Enclave Advisors LLC | 0.19% | Reduce -88.6% | 11,268 | $1.3M |
| StoneX Group Inc. | 0.07% | Add +25.8% | 11,217 | $1.3M |
| HCR Wealth Advisors | 0.14% | Reduce -5.0% | 11,145 | $1.3M |
| Independent Financial Group, LLC | 0.03% | Reduce -52.9% | 11,014 | $1.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -5.7% | 11,009 | $1.3M |
| Legacy Private Trust Co. | 0.08% | Reduce -25.4% | 10,950 | $1.3M |
| Proffitt & Goodson Inc. | 0.20% | Reduce -82.0% | 10,936 | $1.3M |
| Composition Wealth, LLC | 0.02% | Add +105.1% | 10,898 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Reduce -10.5% | 10,766 | $1.3M |
| Tred Avon Family Wealth, LLC | 0.42% | Add +0.1% | 10,720 | $1.3M |
| PKS Advisory Services, LLC | 0.29% | Add +10.3% | 10,675 | $1.3M |
| TD Waterhouse Canada Inc. | 0.00% | Add +2.7% | 10,310 | $1.2M |
| Surience Private Wealth LLC | 1.29% | New | 10,169 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -41.9% | 10,034 | $1.2M |
| Fiduciary Alliance LLC | 0.07% | Add +22.1% | 9,899 | $1.2M |
| Waystone Advisors LLC | 1.05% | Reduce -1.5% | 9,892 | $1.2M |
| HBE Wealth Management, LLC | 1.01% | Reduce -0.9% | 9,753 | $1.2M |
| Martin Capital Partners, LLC | 0.43% | Add +0.6% | 9,690 | $1.1M |
| Simplicity Wealth,LLC | 0.06% | Add +6.3% | 9,632 | $1.1M |
| Cannon Advisors, Inc. | 0.85% | Reduce -1.6% | 9,623 | $1.1M |
| FLP Wealth Management, LLC | 2.35% | Add +5.7% | 9,615 | $1.1M |
| Kovack Advisors, Inc. | 0.06% | Add +81.4% | 9,557 | $1.1M |
| Summit Financial, LLC | 0.01% | Add +71.3% | 9,501 | $1.1M |
| J. Safra Sarasin Holding AG | 0.02% | Add +31.7% | 9,485 | $1.1M |
| TFB Advisors LLC | 0.57% | Reduce -30.7% | 9,243 | $1.1M |
| Core Wealth Partners LLC | 0.51% | Reduce -5.3% | 9,208 | $1.1M |
| Sanchez Gaunt Capital Management, LLC | 0.67% | — | 9,100 | $1.1M |
| Western Wealth Management, LLC | 0.04% | Add +0.1% | 9,066 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Add +7.9% | 9,014 | $1.1M |
| Stonehaven Wealth & Tax Solutions, LLC | 0.94% | Add +0.4% | 8,998 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -17.7% | 8,997 | $1.1M |
| Montecito Bank & Trust | 0.17% | Add +1.3% | 8,866 | $1.1M |
| CPR Investments Inc. | 0.70% | Add +19.3% | 8,843 | $1.0M |
| AlTi Global, Inc. | 0.02% | Reduce -34.5% | 8,788 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -2.4% | 8,763 | $1.0M |
| Krilogy Financial LLC | 0.03% | Reduce -9.6% | 8,620 | $1.0M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.04% | New | 8,502 | $1.0M |
| Emprise Bank | 0.40% | No change | 8,490 | $1.0M |
| Hudson Portfolio Management LLC | 0.83% | No change | 8,331 | $988K |
| Strathmore Capital Advisors, Inc. | 0.28% | Reduce -0.3% | 8,303 | $985K |
| Summa Corp. | 0.41% | Reduce -3.9% | 8,285 | $983K |
| Summit Wealth Partners, LLC | 0.15% | Reduce -0.2% | 8,256 | $979K |
| Pacific Financial Group Inc. | 0.52% | Add +2.5% | 8,121 | $963K |
| Silvia McColl Wealth Management, LLC | 0.63% | Add +1.1% | 8,084 | $959K |
| Koa Wealth Management, LLC | 0.69% | Reduce -5.1% | 8,056 | $955K |
| Lazard Asset Management LLC | 0.00% | No change | 8,028 | $952K |
| HORAN Wealth, LLC | 0.09% | New | 7,948 | $949K |
| GenWealth Group, Inc. | 0.16% | Reduce -0.3% | 7,971 | $945K |
| Whittier Trust Co. | 0.01% | Reduce -22.5% | 7,938 | $937K |
| Upper Left Wealth Management, LLC | 0.55% | Add +9.2% | 7,847 | $931K |
| Edge Wealth Management LLC | 0.16% | Reduce -80.9% | 7,800 | $925K |
| Timber Creek Capital Management LLC | 0.22% | Add +0.4% | 7,795 | $924K |
| Asempa Wealth Advisors | 0.80% | Add +0.6% | 7,808 | $922K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Reduce -1.4% | 7,751 | $919K |
| Peak Asset Management, LLC | 0.16% | Add +18.5% | 7,697 | $913K |
| Parker Financial LLC | 0.36% | Reduce -5.6% | 7,647 | $907K |
| Mariner Investment Group LLC | 0.47% | New | 7,638 | $906K |
| ABLE Financial Group, LLC | 0.18% | Reduce -4.4% | 7,632 | $905K |
| F/m Investments LLC | 0.06% | No change | 7,610 | $903K |
| Conrad Siegel Investment Advisors, Inc. | 0.16% | Add +0.6% | 7,591 | $900K |
| Phil A. Younker & Associates, Ltd. | 0.59% | No change | 7,500 | $890K |
| Bigelow Investment Advisors, LLC | 0.35% | Add +12.6% | 7,464 | $885K |
| Mgo One Seven LLC | 0.02% | Add +7.1% | 7,410 | $879K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -9.8% | 7,392 | $877K |
| Vontobel Holding Ltd. | 0.00% | Add +4.2% | 7,381 | $875K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.1% | 7,370 | $874K |
| Waterloo Capital, L.P. | 0.06% | Reduce -24.3% | 7,346 | $871K |
| Independent Advisor Alliance | 0.01% | New | 7,345 | $871K |
| Camarda Financial Advisors, LLC | 0.46% | Reduce -0.4% | 7,336 | $870K |
| Stelac Advisory Services LLC | 0.17% | New | 7,223 | $857K |
| Iams Wealth Management, LLC | 0.30% | Reduce -5.8% | 7,202 | $854K |
| Squarepoint Ops LLC | 0.00% | Add +120.9% | 7,112 | $843K |
| Patten Group, Inc. | 0.15% | Add +7.3% | 7,072 | $839K |
| Apella Capital, LLC | 0.01% | Reduce -2.9% | 7,020 | $836K |
| RFG Advisory, LLC | 0.01% | Reduce -2.5% | 6,881 | $816K |
| Rockland Trust Co. | 0.03% | Reduce -0.6% | 6,862 | $814K |
| BNP Paribas Financial Markets | 0.00% | Add +158.5% | 6,684 | $793K |
| Capital Investment Counsel, LLC | 0.11% | Reduce -22.4% | 6,683 | $793K |
| Private Trust Co. NA | 0.07% | Add +1.0% | 6,591 | $782K |
| Valmark Advisers, Inc. | 0.01% | Add +0.9% | 6,568 | $779K |
| AlphaCentric Advisors LLC | 0.77% | Add +171.2% | 6,519 | $773K |
| Venturi Wealth Management, LLC | 0.03% | New | 6,493 | $770K |
| Columbus Macro, LLC | 0.08% | Reduce -42.3% | 6,407 | $760K |
| West Michigan Advisors, LLC | 0.17% | Add +80.1% | 6,362 | $755K |
| Choreo, LLC | 0.01% | Reduce -1.7% | 6,238 | $740K |
| XTX Topco Ltd | 0.01% | New | 6,212 | $737K |
| Insigneo Advisory Services, LLC | 0.05% | Add +3.7% | 6,206 | $736K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -8.4% | 6,097 | $723K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 6,063 | $719K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 6,063 | $719K |
| Principal Securities, Inc. | 0.01% | Reduce -5.0% | 6,036 | $716K |
| Bangor Savings Bank | 0.06% | Reduce -24.2% | 5,866 | $696K |
| JDM Financial Group LLC | 0.27% | Reduce -50.5% | 5,856 | $695K |
| CoreCap Advisors, LLC | 0.02% | Reduce -0.1% | 5,826 | $691K |
| BSW Wealth Partners | 0.08% | Add +2.8% | 5,740 | $681K |
| Fairvoy Private Wealth, LLC | 0.16% | Add +1.9% | 5,736 | $680K |
| Monograph Wealth Advisors, LLC | 0.06% | New | 5,622 | $667K |
| Sfmg, LLC | 0.05% | Reduce -7.5% | 5,543 | $657K |
| Rossby Financial, LCC | 0.14% | Add +95.3% | 5,538 | $654K |
| Blair William & Co. | 0.00% | Add +8.9% | 5,487 | $651K |
| J.M. Arbour, LLC | 0.62% | Add +37.4% | 5,419 | $643K |
| MorganRosel Wealth Management, LLC | 0.25% | Reduce -35.1% | 5,351 | $635K |
| CVA Family Office, LLC | 0.07% | Add +7.6% | 5,340 | $633K |
| Argyle Capital Partners, LLC | 0.46% | Reduce -5.1% | 5,340 | $633K |
| Maseco LLP | 0.02% | Add +1706.1% | 5,328 | $632K |
| Argent Advisors, Inc. | 0.17% | No change | 5,322 | $631K |
| Kelly Financial Services LLC | 0.15% | Add +189.1% | 5,336 | $631K |
| Noble Family Wealth, LLC | 0.13% | No change | 5,308 | $630K |
| Mather Group, Llc. | 0.01% | Add +130.3% | 5,248 | $622K |
| Argus Investors' Counsel, Inc. | 0.55% | Reduce -14.1% | 5,246 | $622K |
| Cerity Partners Retirement Plan Advisors LLC | 0.31% | — | 5,135 | $609K |
| Retirement Income Solutions, Inc. | 0.10% | Reduce -6.4% | 5,071 | $601K |
| Bedel Financial Consulting, Inc. | 0.07% | Reduce -45.5% | 4,941 | $586K |
| Avestar Capital, LLC | 0.04% | New | 4,918 | $583K |
| Asset One Wealth Management LLC | 0.06% | New | 4,917 | $583K |
| IMA Advisory Services, Inc. | 0.06% | Reduce -32.5% | 4,882 | $579K |
| Huntington National Bank | 0.00% | New | 4,858 | $576K |
| Potomac Fund Management Inc. | 0.02% | Add +63.4% | 4,814 | $571K |
| Oppenheimer & Co. Inc. | 0.01% | Add +37.1% | 4,786 | $568K |
| Midwest Trust Co | 0.01% | Reduce -3.8% | 4,718 | $560K |
| True Vision MN LLC | 0.28% | No change | 4,623 | $548K |
| Net Worth Advisory Group | 0.11% | Add +1.8% | 4,605 | $546K |
| Stephens Group Asset Management, LLC | 0.03% | No change | 4,541 | $539K |
| RMR Wealth Builders | 0.04% | No change | 4,500 | $534K |
| Obermeyer Wealth Partners | 0.02% | Add +2.9% | 4,441 | $527K |
| CogentBlue Wealth Advisors, LLC | 0.35% | Reduce -11.9% | 4,391 | $521K |
| Robinswood Financial LLC | 0.16% | Reduce -2.3% | 4,390 | $521K |
| Faithward Advisors, LLC | 0.07% | Add +1.8% | 4,365 | $518K |
| Woodward Diversified Capital, LLC | 0.24% | Add +19.0% | 4,347 | $517K |
| Ethos Financial Group, LLC | 0.04% | No change | 4,360 | $517K |
| Banque Pictet & Cie SA | 0.01% | No change | 4,324 | $513K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -4.1% | 4,320 | $512K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +4.3% | 4,305 | $511K |
| Deutsche Bank AG | 0.00% | No change | 4,295 | $509K |
| Crewe Advisors LLC | 0.04% | Add +0.6% | 4,279 | $508K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -91.9% | 4,274 | $507K |
| West Paces Advisors Inc. | 0.10% | No change | 4,237 | $503K |
| Fiduciary Trust Co | 0.01% | Reduce -61.9% | 4,205 | $499K |
| Firestone Capital Management | 0.10% | No change | 4,188 | $497K |
| Prosperity Financial Group, Inc. | 0.18% | Reduce -27.4% | 4,147 | $492K |
| Claro Advisors Inc. | 0.06% | New | 4,140 | $491K |
| Cambiar Investors LLC | 0.02% | No change | 4,139 | $491K |
| EP Wealth Advisors, LLC | 0.00% | Add +6.7% | 4,114 | $488K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.2% | 4,100 | $486K |
| Ieq Capital, LLC | 0.00% | Reduce -29.5% | 4,071 | $483K |
| TritonPoint Partners, LLC | 0.18% | New | 4,049 | $480K |
| Investment Management Trust, LLC | 0.46% | — | 3,954 | $469K |
| Elevation Advisory Partners LLC | 0.44% | — | 3,918 | $467K |
| Northwest Wealth Management, LLC | 0.07% | Reduce -0.2% | 3,922 | $465K |
| Kelly Financial Group LLC | 0.12% | Reduce -1.9% | 3,914 | $464K |
| Cibc World Market Inc. | 0.00% | Reduce -2.5% | 3,892 | $462K |
| Redwood Investment Management, LLC | 0.06% | Reduce -33.2% | 3,888 | $461K |
| Arkadios Wealth Advisors | 0.01% | Reduce -7.1% | 3,880 | $460K |
| High Probability Advisors, LLC | 0.06% | No change | 3,878 | $460K |
| Wealthspire Advisors, LLC | 0.00% | No change | 3,852 | $457K |
| Zevin Asset Management LLC | 0.06% | Reduce -0.0% | 3,846 | $456K |
| Savant Capital, LLC | 0.00% | Reduce -33.5% | 3,811 | $452K |
| JGP Wealth Management, LLC | 0.05% | Reduce -18.5% | 3,788 | $449K |
| Dara Capital Us, Inc. | 0.43% | No change | 3,785 | $449K |
| Element Wealth, LLC | 0.18% | Reduce -3.3% | 3,767 | $447K |
| NDWM LLC | 0.29% | Add +0.2% | 3,765 | $446K |
| Rede Wealth, LLC | 0.16% | Reduce -29.5% | 3,746 | $444K |
| Arkansas Financial Group, Inc. | 0.06% | Add +1.9% | 3,733 | $442K |
| Wealth Enhancement Trust Services, Inc. | 0.05% | Add +4.8% | 3,713 | $440K |
| PFG Investments, LLC | 0.02% | Reduce -25.2% | 3,710 | $440K |
| Pacific Excel Wealth Advisors, Inc. | 0.46% | New | 3,699 | $439K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -10.7% | 3,694 | $438K |
| Principle Wealth Partners LLC | 0.02% | No change | 3,665 | $435K |
| Phoenix Financial Ltd. | 0.00% | No change | 3,649 | $433K |
| Founders Financial Securities LLC | 0.02% | Add +0.8% | 3,584 | $425K |
| Carl P. Sherr & Co., LLC | 0.20% | No change | 3,579 | $424K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +1.7% | 3,556 | $422K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -12.7% | 3,556 | $421K |
| Oxbow Advisors, LLC | 0.04% | Add +65.6% | 3,553 | $421K |
| Stanley-Laman Group, Ltd. | 0.05% | Add +0.1% | 3,535 | $419K |
| First United Bank & Trust | 0.14% | Add +0.6% | 3,524 | $418K |
| Obsido Oy | 0.25% | No change | 3,517 | $417K |
| Nicolet Bankshares Inc. | 0.02% | Add +59.4% | 3,485 | $413K |
| Belpointe Asset Management LLC | 0.01% | Add +1.4% | 3,422 | $406K |
| Fortis Group Advisors, LLC | 0.07% | Reduce -24.6% | 3,409 | $403K |
| Smithbridge Asset Management Inc. | 0.06% | Reduce -55.1% | 3,391 | $402K |
| HSBC Holdings PLC | 0.00% | Reduce -82.0% | 3,367 | $399K |
| NBT Bank, N.A. | 0.03% | No change | 3,350 | $397K |
| Goldstone Financial Group, LLC | 0.04% | Reduce -10.5% | 3,333 | $395K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -12.8% | 3,274 | $388K |
| Forte Asset Management LLC | 0.17% | No change | 3,250 | $385K |
| Bar Harbor Wealth Management | 0.02% | Add +8.1% | 3,244 | $385K |
| Aries Wealth Management | 0.08% | No change | 3,238 | $384K |
| Alhambra Investment Management LLC | 0.17% | Reduce -3.1% | 3,145 | $373K |
| WestHill Financial Advisors, Inc. | 0.07% | Reduce -0.2% | 3,094 | $367K |
| WBH Advisory Inc. | 0.03% | No change | 3,099 | $366K |
| Genesis Wealth Advisors, LLC | 0.24% | No change | 3,078 | $365K |
| Centaurus Financial, Inc. | 0.02% | Add +75.1% | 3,057 | $363K |
| D L Carlson Investment Group Inc. | 0.06% | Reduce -0.1% | 3,060 | $363K |
| Vise Technologies, Inc. | 0.01% | No change | 3,020 | $360K |
| IMC-Chicago, LLC | 0.01% | New | 3,033 | $360K |
| Blalock Williams, LLC | 0.28% | Reduce -3.5% | 3,028 | $359K |
| Members Trust Co | 0.01% | No change | 3,013 | $357K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,995 | $355K |
| Riggs Asset Managment Co. Inc. | 0.07% | Reduce -3.0% | 2,972 | $352K |
| Sachem Hill LLC | 0.07% | Reduce -4.8% | 2,950 | $350K |
| Keebeck Wealth Management | 0.04% | No change | 2,949 | $350K |
| John W. Brooker & Co., CPAs | 0.55% | New | 2,924 | $347K |
| Blue Edge Capital, LLC | 0.05% | Reduce -40.6% | 2,924 | $347K |
| Balboa Wealth Partners | 0.06% | Add +62.2% | 2,923 | $347K |
| Legacy Capital Group California, Inc. | 0.13% | Add +37.1% | 2,917 | $346K |
| Tempo Wealth, LLC | 0.06% | Add +4.3% | 2,866 | $340K |
| TopTier Wealth Management, LLC | 0.20% | Add +7.9% | 2,777 | $329K |
| Mosaic Financial Group, LLC | 0.23% | Add +0.3% | 2,776 | $329K |
| Oath Planning, LLC | 0.29% | Add +0.5% | 2,774 | $329K |
| Petra Financial Advisors Inc. | 0.20% | Reduce -6.8% | 2,760 | $327K |
| Walkner Condon Financial Advisors LLC | 0.04% | Add +54.3% | 2,759 | $327K |
| Tsfg, LLC | 0.05% | Add +0.4% | 2,730 | $324K |
| Charles Schwab Trust Co | 0.02% | Reduce -47.9% | 2,731 | $324K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -8.9% | 2,718 | $322K |
| Arrien Investments, Inc. | 0.17% | Add +5.7% | 2,712 | $322K |
| HRT Financial LP | 0.00% | Reduce -71.0% | 2,712 | $321K |
| Mittelman Wealth Management | 0.20% | New | 2,701 | $320K |
| Montag A & Associates Inc. | 0.01% | No change | 2,676 | $317K |
| Fiducient Advisors LLC | 0.04% | No change | 2,626 | $311K |
| Portfolio Resources Advisor Group, Inc. | 0.31% | Add +1.3% | 2,615 | $310K |
| Silverlake Wealth Management LLC | 0.07% | Add +12.0% | 2,612 | $310K |
| Value Partners Investments Inc. | 0.02% | No change | 2,605 | $309K |
| Lanark Financial, Inc. | 0.02% | Add +26.5% | 2,599 | $308K |
| Stablepoint Partners, LLC | 0.05% | New | 2,589 | $307K |
| Busey Bank | 0.01% | No change | 2,565 | $304K |
| Valley Wealth Managers, Inc. | 0.02% | Add +2.8% | 2,561 | $304K |
| Brightwater Advisory LLC | 0.20% | Add +12.3% | 2,538 | $301K |
| Steinberganna Wealth Management | 0.14% | Reduce -60.9% | 2,536 | $301K |
| BDFS Capital LLC | 0.14% | Add +0.2% | 2,515 | $298K |
| Ruggiero Investments, Inc. | 0.29% | No change | 2,511 | $298K |
| Gambit Capital Management, LLC | 0.21% | Reduce -75.3% | 2,509 | $298K |
| Capstone Wealth Management, LLC | 0.20% | Reduce -36.5% | 2,468 | $293K |
| Bfsg, LLC | 0.03% | Reduce -16.1% | 2,466 | $292K |
| United Asset Strategies, Inc. | 0.02% | Add +2.2% | 2,441 | $290K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +1.5% | 2,400 | $285K |
| Meadowbrook Wealth Management, LLC | 0.38% | New | 2,387 | $283K |
| BAM Wealth Management, LLC | 0.21% | Add +11.4% | 2,349 | $279K |
| Wealth Advisory Solutions, LLC | 0.06% | Reduce -82.9% | 2,333 | $277K |
| Turim 21 Investimentos Ltda. | 0.07% | Add +7.8% | 2,335 | $276K |
| Chemistry Wealth Management LLC | 0.05% | No change | 2,323 | $276K |
| Regal Investment Advisors LLC | 0.02% | Reduce -65.6% | 2,322 | $275K |
| Rothschild Wealth LLC | 0.02% | Reduce -79.3% | 2,315 | $275K |
| Integrity Alliance, Llc. | 0.01% | New | 2,314 | $275K |
| Caldwell Sutter Capital, Inc. | 0.11% | Reduce -35.6% | 2,306 | $273K |
| Viewpoint Investment Partners Corp. | 0.13% | New | 2,300 | $273K |
| Frederick Financial Consultants, LLC | 0.13% | Reduce -0.7% | 2,286 | $271K |
| Calton & Associates, Inc. | 0.04% | Reduce -6.8% | 2,263 | $268K |
| Pathstone Holdings, LLC | 0.00% | Reduce -73.9% | 2,227 | $264K |
| SouthState Bank Corp | 0.01% | Reduce -3.9% | 2,197 | $261K |
| Peoples Bank | 0.16% | Reduce -74.1% | 2,175 | $258K |
| Brooklyn Investment Group | 0.01% | New | 2,161 | $256K |
| Rathbones Group PLC | 0.00% | Reduce -1.6% | 2,161 | $256K |
| CIBC Bancorp USA Inc. | 0.00% | — | 2,155 | $256K |
| Ssa Swiss Advisors AG | 0.12% | No change | 2,154 | $255K |
| NorthRock Partners, LLC | 0.00% | Add +6.7% | 2,148 | $255K |
| Wealthquest Corp | 0.02% | No change | 2,135 | $253K |
| Pasadena Private Wealth, LLC | 0.04% | Reduce -45.9% | 2,125 | $252K |
| Accurate Wealth Management, LLC | 0.03% | Add +1.4% | 2,128 | $252K |
| Foundations Investment Advisors, LLC | 0.00% | Add +22.9% | 2,113 | $251K |
| Root Financial Partners, LLC | 0.01% | Reduce -1.0% | 2,108 | $250K |
| My Personal CFO, LLC | 0.11% | No change | 2,096 | $249K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,055 | $244K |
| Flagstone Financial Management | 0.06% | No change | 2,042 | $242K |
| Tobias Financial Advisors, Inc. | 0.03% | No change | 2,037 | $242K |
| Kastel Capital Advisors, LLC | 0.15% | No change | 2,011 | $240K |
| King Wealth Management Group | 0.03% | Reduce -1.7% | 2,006 | $238K |
| Guidance Capital, Inc. | 0.05% | Add +0.3% | 2,019 | $238K |
| Five Pine Wealth Management | 0.15% | New | 2,000 | $237K |
| ASL Financial, LLC | 0.19% | No change | 1,993 | $236K |
| United Advisor Group, LLC | 0.03% | New | 1,965 | $233K |
| VestGen Advisors, LLC | 0.01% | New | 1,980 | $233K |
| Flagstar Securities, Inc. | 0.08% | Add +0.4% | 1,955 | $232K |
| Dopkins Wealth Management, LLC | 0.09% | No change | 1,943 | $230K |
| Bright Futures Wealth Management, LLC. | 0.16% | Reduce -92.0% | 1,923 | $228K |
| Unconventional Investor, LLC | 0.11% | Add +0.1% | 1,920 | $228K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -73.6% | 1,913 | $227K |
| Sather Financial Group Inc | 0.01% | Reduce -13.3% | 1,898 | $225K |
| Banque Cantonale Vaudoise | 0.01% | Add +86.5% | 1,880 | $223K |
| Magnolia Capital Advisors LLC | 0.04% | New | 1,873 | $222K |
| Cornerstone Advisors Asset Management, LLC | 0.03% | Add +4.5% | 1,843 | $219K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -43.4% | 1,827 | $217K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -2.5% | 1,829 | $217K |
| Certuity, LLC | 0.01% | New | 1,822 | $216K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -37.3% | 1,810 | $215K |
| Alliancebernstein L.P. | 0.00% | New | 1,762 | $210K |
| Balefire, LLC | 0.04% | New | 1,765 | $209K |
| Stableford Capital II LLC | 0.08% | Add +2.3% | 1,761 | $209K |
| NCM Capital Management, LLC | 0.07% | New | 1,760 | $209K |
| Evercore Wealth Management, LLC | 0.00% | No change | 1,760 | $209K |
| Advance Capital Management, Inc. | 0.01% | Reduce -29.6% | 1,748 | $207K |
| KDK Private Wealth Management, LLC | 0.19% | No change | 1,742 | $207K |
| Perennial Investment Advisors, LLC | 0.02% | Add +3.1% | 1,734 | $206K |
| Capital Analysts, LLC | 0.01% | Add +34.3% | 1,713 | $204K |
| HUB Investment Partners, LLC | 0.01% | New | 1,719 | $204K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.03% | Add +0.1% | 1,719 | $204K |
| Dakota Wealth Management | 0.00% | Reduce -58.2% | 1,716 | $204K |
| JCIC Asset Management Inc. | 0.06% | No change | 1,715 | $203K |
| Successful Portfolios LLC | 0.11% | No change | 1,716 | $203K |
| Hardin Capital Partners, LLC | 0.09% | No change | 1,713 | $203K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -94.1% | 1,669 | $198K |
| Darwin Wealth Management, LLC | 0.06% | Reduce -96.5% | 1,610 | $191K |
| Evelyn Partners Asset Management Ltd | 0.05% | No change | 1,610 | $191K |
| Wolff Wiese Magana LLC | 0.10% | No change | 1,578 | $187K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +32.0% | 1,568 | $186K |
| Investors Research Corp | 0.04% | Reduce -12.4% | 1,566 | $186K |
| Blue Trust, Inc. | 0.00% | Reduce -5.3% | 1,516 | $180K |
| Webster Bank, N. A. | 0.02% | Add +132.3% | 1,503 | $178K |
| Morton Brown Family Wealth, LLC | 0.05% | No change | 1,470 | $174K |
| Forum Finance Group S.A. | 0.09% | — | 1,809 | $171K |
| Y.D. More Investments Ltd | 0.01% | Reduce -22.7% | 1,410 | $167K |
| St Germain D J Co. Inc. | 0.01% | Reduce -21.6% | 1,374 | $163K |
| Ancora Advisors LLC | 0.00% | Add +411.1% | 1,329 | $158K |
| Walleye Trading LLC | 0.00% | Reduce -69.1% | 1,277 | $151K |
| Ashton Thomas Securities, LLC | 0.02% | New | 1,256 | $149K |
| Creative Financial Designs Inc. | 0.01% | Reduce -25.5% | 1,253 | $149K |
| CNB Bank | 0.06% | No change | 1,113 | $132K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,048 | $124K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +115.0% | 1,034 | $123K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 988 | $117K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 886 | $105K |
| Eastern Bank | 0.00% | Reduce -17.3% | 870 | $103K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 849 | $101K |
| SHP Wealth Management | 0.01% | Add +72.3% | 846 | $100K |
| 1620 Investment Advisors, Inc. | 0.07% | Add +2.3% | 830 | $98K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -30.6% | 816 | $97K |
| Elevated Capital Advisors, LLC | 0.02% | Reduce -89.3% | 798 | $95K |
| Tompkins Financial Corp. | 0.01% | Add +882.3% | 776 | $92K |
| International Assets Investment Management, LLC | 0.01% | Reduce -19.0% | 779 | $92K |
| Crews Bank & Trust | 0.01% | Add +140.1% | 761 | $90K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -1.7% | 765 | $90K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +1.4% | 741 | $88K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 712 | $84K |
| MCF Advisors LLC | 0.00% | No change | 704 | $83K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 702 | $83K |
| Clearstead Trust, LLC | 0.01% | No change | 701 | $83K |
| Legacy Wealth Managment, LLC | 0.04% | No change | 698 | $83K |
| Triumph Capital Management | 0.02% | Add +16.2% | 683 | $81K |
| RMG Wealth Management LLC | 0.01% | New | 647 | $76K |
| Prestige Wealth Management Group LLC | 0.01% | Reduce -37.5% | 625 | $74K |
| Sound Income Strategies, LLC | 0.00% | Add +69.4% | 610 | $72K |
| Gen-Wealth Partners Inc | 0.02% | Add +0.8% | 593 | $70K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -59.5% | 587 | $70K |
| Nemes Rush Group LLC | 0.01% | Add +0.7% | 583 | $69K |
| Longview Financial Advisors, Inc. | 0.04% | New | 535 | $63K |
| Wellington-Altus USA Inc. | 0.04% | Add +133.3% | 525 | $62K |
| Highline Wealth Partners LLC | 0.02% | No change | 501 | $59K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 477 | $57K |
| Bravera Wealth | 0.03% | New | 472 | $56K |
| BankChampaign, National Association | 0.05% | New | 455 | $54K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 455 | $54K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 451 | $53K |
| Ares Financial Consulting, LLC | 0.04% | No change | 414 | $49K |
| Greykasell Wealth Strategies, Inc. | 0.02% | Add +0.5% | 379 | $45K |
| Hanson & Doremus Investment Management | 0.00% | No change | 365 | $43K |
| WealthShield Partners, LLC | 0.00% | No change | 360 | $43K |
| Dunhill Financial, LLC | 0.01% | New | 357 | $42K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 343 | $41K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 310 | $37K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 307 | $36K |
| Coston, McIsaac & Partners | 0.01% | No change | 309 | $36K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 303 | $36K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 273 | $32K |
| Arax Advisory Partners | 0.00% | Add +64.8% | 272 | $32K |
| AlphaCore Capital LLC | 0.00% | No change | 272 | $32K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 260 | $31K |
| SJS Investment Consulting Inc. | 0.00% | No change | 250 | $30K |
| Vanguard Advisers Inc. | 0.00% | — | 250 | $30K |
| Horizon Investments, LLC | 0.00% | Add +169.7% | 240 | $28K |
| Asset Dedication, LLC | 0.00% | No change | 238 | $28K |
| Kiker Wealth Management, LLC | 0.01% | New | 232 | $28K |
| Family Manage LLC | 0.00% | No change | 226 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 225 | $27K |
| Lloyd Advisory Services, LLC. | 0.01% | Add +10800.0% | 218 | $26K |
| Kingdom Financial Group LLC. | 0.01% | Add +0.9% | 218 | $26K |
| Cardinal Strategic Wealth Guidance | 0.01% | New | 214 | $25K |
| Howe & Rusling Inc. | 0.00% | Add +111.0% | 211 | $25K |
| Avion Wealth | 0.01% | No change | 216 | $25K |
| Country Trust Bank | 0.00% | No change | 209 | $25K |
| POM Investment Strategies, LLC | 0.03% | New | 206 | $24K |
| Parallel Advisors, LLC | 0.00% | Add +1.0% | 206 | $24K |
| Capital Investment Counsel, Inc | 0.00% | No change | 204 | $24K |
| Pacifica Partners Inc. | 0.01% | No change | 200 | $24K |
| Biltmore Family Office, LLC | 0.00% | No change | 200 | $24K |
| Dogwood Wealth Management LLC | 0.01% | Add +311.4% | 181 | $21K |
| Friedenthal Financial | 0.01% | Add +1.1% | 180 | $21K |
| Caitlin John, LLC | 0.01% | No change | 179 | $21K |
| First Horizon Corp. | 0.00% | No change | 173 | $21K |
| LRI Investments, LLC | 0.00% | No change | 171 | $20K |
| 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% | No change | 135 | $16K |
| Copia Wealth Management | 0.01% | No change | 133 | $16K |
| Granite FO LLC | 0.01% | No change | 133 | $16K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 130 | $15K |
| Nvest Wealth Strategies, Inc. | 0.01% | New | 127 | $15K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 127 | $15K |
| Team Financial Group, LLC | 0.01% | No change | 127 | $15K |
| Park Place Capital Corp | 0.00% | Reduce -81.0% | 125 | $15K |
| Richardson Financial Services Inc. | 0.01% | Reduce -41.0% | 118 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -91.7% | 117 | $14K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 108 | $13K |
| Mascoma Wealth Management LLC | 0.00% | Add +0.9% | 106 | $13K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 102 | $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% | Add +1.1% | 95 | $11K |
| McGuire Capital Advisors Inc. | 0.01% | Add +1062.5% | 93 | $11K |
| Strategic Advocates LLC | 0.05% | No change | 91 | $11K |
| Caldwell Trust Co | 0.00% | No change | 90 | $11K |
| Barrett & Company, Inc. | 0.00% | No change | 89 | $11K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 88 | $10K |
| Hara Capital LLC | 0.01% | No change | 86 | $10K |
| Rothschild Investment LLC | 0.00% | Add +1.2% | 85 | $10K |
| Founders Financial Alliance, LLC | 0.00% | No change | 81 | $10K |
| 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 |
| Synergy Investment Management, LLC | 0.00% | New | 56 | $7K |
| Vanguard National Trust Co | 0.00% | — | 55 | $7K |
| GAMMA Investing LLC | 0.00% | No change | 55 | $7K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 46 | $5K |
| Anchor Investment Management, LLC | 0.00% | New | 39 | $5K |
| Prosperity Bancshares Inc | 0.00% | No change | 35 | $4K |
| Archer Investment Corp | 0.00% | No change | 34 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 32 | $4K |
| Capital Advisor Network LLC | 0.01% | — | 31 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 29 | $3K |
| Reicon Wealth Advisors, LLC | 0.00% | No change | 28 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 27 | $3K |
| Albion Financial Group | 0.00% | No change | 24 | $3K |
| IMG Wealth Management, Inc. | 0.00% | Add +5.6% | 19 | $2K |
| Smithfield Trust Co | 0.00% | No change | 14 | $2K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 15 | $2K |
| Destiny Wealth Partners, LLC | 0.00% | New | 15 | $2K |
| Imprint Wealth LLC | 0.00% | No change | 9 | $1K |
| Spurstone Advisory Services, LLC | 0.02% | No change | 8 | $949 |
| Integrity Financial Corp | 0.00% | Reduce -38.5% | 8 | $949 |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 7 | $830 |
| Vision Retirement, LLC | 0.00% | No change | 7 | $830 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 7 | $830 |
| Sunbelt Securities, Inc. | 0.00% | No change | 6 | $662 |
| Independence Bank of Kentucky | 0.00% | No change | 3 | $356 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $238 |
| Holos Integrated Wealth LLC | 0.00% | New | 1 | $118 |
"% 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.