iShares 5-10Y Inv GradeIGIBETF
13F holders, Q4 2024 (December 31)630holders +44
51new positions
37sold out
2famous investors
$51.51avg. 13F price*
At the end of Q4 2024, 630 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, up 44 from Q3 2024. 51 opened new positions and 37 sold out. The largest holders were Financial Engines Advisors L.L.C. ($2.9B), Charles Schwab Investment Management Inc. ($533.3M) and Northern Trust Corp. ($453.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares 5-10Y Inv Grade Corp.
- CUSIP
- 464288638
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $228.8M |
| Exits | 37 | $65.5M |
All 13F filers, Q3 2024 → Q4 2024: 24,912,285 shares bought and 11,535,019 shares sold, net +13,377,266 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 630 holders
| Financial Engines Advisors L.L.C. | 6.16% | Add +4.4% | 56,858,114 | $2.9B |
| Charles Schwab Investment Management Inc. | 0.10% | Add +39.2% | 10,354,287 | $533.3M |
| Northern Trust Corp. | 0.06% | Add +4.1% | 8,798,576 | $453.2M |
| Prudential PLC | 2.05% | Reduce -26.9% | 7,863,936 | $405.1M |
| US Bancorp \de | 0.50% | Add +6.3% | 7,371,486 | $379.7M |
| Japan Science & Technology Agency | 6.38% | No change | 7,237,448 | $372.8M |
| Bank of America Corp. | 0.03% | Add +24.1% | 6,728,372 | $346.6M |
| BlackRock, Inc. | 0.01% | Add +333.7% | 5,762,896 | $296.8M |
| Envestnet Asset Management Inc. | 0.09% | Add +9.0% | 5,542,233 | $285.5M |
| Morgan Stanley | 0.02% | Add +15.2% | 4,966,530 | $255.8M |
| Assetmark, Inc. | 0.68% | Add +8.8% | 4,890,190 | $251.9M |
| One Capital Management, LLC | 7.76% | Add +1.3% | 4,548,612 | $234.3M |
| Ameriprise Financial Inc. | 0.06% | Add +3.3% | 4,283,422 | $220.6M |
| Wells Fargo & Company | 0.05% | Add +14.2% | 3,961,015 | $204.0M |
| UBS Group AG | 0.04% | Add +2.3% | 3,639,717 | $187.5M |
| Matson Money. Inc. | 6.18% | Add +0.5% | 3,344,208 | $172.3M |
| Royal Bank of Canada | 0.03% | Add +7.3% | 3,035,290 | $156.3M |
| Allstate Corp. | 4.15% | Reduce -23.4% | 2,736,175 | $140.9M |
| Raymond James Financial Inc. | 0.04% | — | 2,321,404 | $119.6M |
| United Capital Financial Advisors, LLC | 0.89% | Reduce -0.7% | 2,042,649 | $105.2M |
| PNC Financial Services Group, Inc. | 0.07% | Add +4.9% | 1,975,290 | $101.7M |
| Legal & General Group Plc | 0.02% | New | 1,814,299 | $93.6M |
| Acropolis Investment Management, LLC | 5.47% | Reduce -0.1% | 1,800,482 | $92.7M |
| Bank of New York Mellon Corp | 0.02% | Add +13.9% | 1,799,643 | $92.7M |
| Franklin Resources Inc. | 0.02% | Add +0.9% | 1,647,351 | $84.9M |
| LPL Financial LLC | 0.03% | Add +23.1% | 1,617,942 | $83.3M |
| Klaas Financial Asset Advisors, LLC | 13.73% | Add +0.6% | 1,513,256 | $77.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.8% | 1,506,599 | $77.6M |
| FMR LLC | 0.00% | Reduce -56.0% | 1,438,449 | $74.1M |
| Stifel Financial Corp. | 0.08% | Reduce -5.6% | 1,430,141 | $73.7M |
| Gradient Investments LLC | 1.48% | Reduce -14.4% | 1,420,925 | $73.2M |
| Manufacturers Life Insurance Company, The | 0.06% | Add +389.6% | 1,334,453 | $68.7M |
| Greenwood Gearhart LLC | 4.72% | Add +20.8% | 1,329,506 | $68.5M |
| Truist Financial Corp. | 0.10% | Add +57.3% | 1,256,992 | $64.7M |
| Keybank National Association | 0.24% | Add +3.2% | 1,198,426 | $61.7M |
| Haverford Trust Co | 0.60% | Add +3.9% | 1,178,632 | $60.7M |
| TD Private Client Wealth LLC | 1.61% | Add +38.3% | 1,117,851 | $57.6M |
| NorthCoast Asset Management LLC | 0.28% | Add +6.1% | 1,099,229 | $56.7M |
| Charter Oak Capital Management, LLC | 5.09% | Add +23.2% | 1,061,333 | $54.7M |
| Ally Invest Advisors Inc. | 4.14% | Add +4.3% | 927,275 | $47.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -62.7% | 913,308 | $47.0M |
| American Family Investments, Inc. | 1.87% | No change | 751,159 | $38.7M |
| Dodds Wealth, LLC | 12.38% | Add +6.9% | 746,576 | $38.5M |
| MAI Capital Management | 0.28% | New | 717,721 | $37.0M |
| State Farm Mutual Automobile Insurance Co. | 0.03% | No change | 680,000 | $35.0M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Reduce -2.3% | 671,953 | $34.6M |
| Janney Montgomery Scott LLC | 0.09% | Add +12.6% | 660,447 | $34.0M |
| Flagstone Financial Management | 10.74% | Add +7.7% | 627,640 | $32.3M |
| Scarborough Advisors, LLC | 4.56% | Add +1.4% | 625,942 | $32.2M |
| Dakota Wealth Management | 0.69% | Add +34.2% | 578,492 | $29.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +95.9% | 573,291 | $29.5M |
| Thoma Capital Management LLC | 18.80% | — | 532,873 | $27.4M |
| Proffitt & Goodson Inc. | 4.36% | Add +4.3% | 509,762 | $26.3M |
| ProVise Management Group, LLC | 2.23% | Add +0.1% | 506,049 | $26.1M |
| Commonwealth Equity Services, LLC | 0.04% | Add +5.2% | 505,822 | $26.1M |
| Baird Financial Group, Inc. | 0.05% | Add +14.2% | 500,398 | $25.8M |
| Schmidt P J Investment Management Inc. | 4.41% | Add +1.1% | 493,394 | $25.4M |
| Graypoint LLC | 1.44% | Reduce -4.7% | 462,849 | $23.8M |
| Bank of Montreal | 0.01% | Add +7.1% | 448,784 | $23.1M |
| Fiduciary Trust Co | 0.30% | Add +135.2% | 442,941 | $22.8M |
| Financial Partners Group, Inc | 3.31% | Reduce -0.9% | 440,979 | $22.7M |
| Jones Financial Companies LLLP | 0.02% | Add +35.6% | 437,199 | $22.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +30.2% | 435,600 | $22.4M |
| Boyd Watterson Asset Management LLC | 5.99% | Reduce -16.0% | 414,062 | $21.3M |
| DT Investment Partners, LLC | 1.76% | Add +1.6% | 403,215 | $20.8M |
| Cetera Investment Advisers | 0.04% | Add +16.9% | 392,674 | $20.2M |
| Thrivent Financial for Lutherans | 0.04% | Add +13.8% | 370,091 | $19.4M |
| Arkansas Financial Group, Inc. | 3.11% | Reduce -6.5% | 373,813 | $19.3M |
| TPG Financial Advisors, LLC | 8.25% | Add +4.1% | 368,312 | $19.0M |
| GDS Wealth Management | 1.70% | Add +12.5% | 362,728 | $18.7M |
| BCK Partners, Inc. | 11.19% | Reduce -21.9% | 354,333 | $18.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | No change | 337,281 | $17.4M |
| Legacy Financial Group LLC | 2.81% | Add +4.7% | 336,572 | $17.3M |
| Black Diamond Financial, LLC | 2.58% | Add +61.3% | 333,608 | $17.2M |
| Advisors Capital Management, LLC | 0.27% | New | 330,517 | $17.0M |
| Ameliora Wealth Management Ltd. | 6.32% | Reduce -0.1% | 327,205 | $16.9M |
| Birchbrook, Inc. | 9.57% | Add +2.3% | 326,829 | $16.8M |
| WESPAC Advisors SoCal, LLC | 3.80% | Add +10.3% | 326,332 | $16.8M |
| Leuthold Group, LLC | 1.98% | Reduce -18.8% | 320,709 | $16.5M |
| Osaic Holdings, Inc. | 0.04% | Add +9.4% | 317,543 | $16.4M |
| Cyndeo Wealth Partners, LLC | 1.10% | Add +2.5% | 316,458 | $16.3M |
| Roundview Capital LLC | 1.13% | Add +1.3% | 314,365 | $16.2M |
| Mariner, LLC | 0.03% | Add +21.0% | 311,412 | $16.0M |
| Deutsche Bank AG | 0.01% | No change | 310,445 | $16.0M |
| NewSquare Capital LLC | 1.27% | Reduce -1.4% | 309,285 | $15.9M |
| Mfa Wealth Advisors, LLC | 3.82% | New | 289,612 | $14.9M |
| Carl P. Sherr & Co., LLC | 7.83% | Reduce -21.8% | 289,490 | $14.9M |
| Bar Harbor Wealth Management | 0.95% | Reduce -1.0% | 281,199 | $14.5M |
| Avidian Wealth Enterprises, LLC | 0.64% | Add +5.7% | 278,494 | $14.3M |
| Prosperity Consulting Group, LLC | 1.03% | Add +18.9% | 265,602 | $13.7M |
| Sabal Trust CO | 0.79% | Reduce -12.8% | 264,635 | $13.6M |
| Syon Capital LLC | 1.21% | New | 261,368 | $13.5M |
| Galvin, Gaustad & Stein, LLC | 1.22% | Add +3.4% | 261,354 | $13.5M |
| Jane Street Group, LLC | 0.02% | Reduce -0.5% | 261,021 | $13.4M |
| World Investment Advisors | 0.36% | Add +22.1% | 257,945 | $13.3M |
| Hancock Whitney Corp. | 0.42% | Reduce -0.7% | 256,142 | $13.2M |
| Freestate Advisors LLC | 13.57% | Reduce -1.6% | 254,835 | $13.1M |
| Sigma Planning Corp | 0.41% | Add +0.2% | 252,653 | $13.0M |
| Summit Wealth Partners, LLC | 2.65% | Add +1.5% | 250,413 | $12.9M |
| MML Investors Services, LLC | 0.04% | Add +6.2% | 245,271 | $12.6M |
| Anchor Capital Advisors LLC | 0.35% | Reduce -16.0% | 241,458 | $12.4M |
| Gunma Bank,Ltd. | 4.08% | Add +84.6% | 240,000 | $12.4M |
| Mendota Financial Group, LLC | 7.92% | Reduce -14.6% | 237,326 | $12.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +97.5% | 224,377 | $11.6M |
| Comerica Bank | 0.04% | Add +32.3% | 213,968 | $11.0M |
| Goldstone Financial Group, LLC | 1.71% | Reduce -7.3% | 212,121 | $10.9M |
| Castleark Management LLC | 0.38% | New | 209,704 | $10.8M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -5.7% | 208,779 | $10.8M |
| Rwa Wealth Partners, LLC | 0.13% | New | 208,042 | $10.7M |
| Chicago Partners Investment Group LLC | 0.35% | Add +4.0% | 207,363 | $10.6M |
| LaSalle St. Investment Advisors, LLC | 3.26% | Reduce -0.9% | 204,118 | $10.5M |
| Prime Capital Investment Advisors, LLC | 0.15% | Reduce -6.5% | 200,329 | $10.3M |
| Capital Insight Partners, LLC | 1.77% | Add +4.5% | 198,539 | $10.2M |
| Cwm, LLC | 0.04% | Add +2.3% | 189,339 | $9.8M |
| Quantitative Strategies, Inc. | 5.13% | Add +2.2% | 186,364 | $9.6M |
| Phoenix Financial Ltd. | 0.13% | Add +6.3% | 183,980 | $9.5M |
| Flputnam Investment Management Co. | 0.17% | Reduce -6.8% | 183,477 | $9.5M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -6.5% | 182,177 | $9.3M |
| Rebalance, LLC | 0.68% | Add +3.6% | 176,278 | $9.1M |
| D.A. Davidson & Co. | 0.07% | Reduce -12.7% | 175,484 | $9.0M |
| BNP Paribas Financial Markets | 0.01% | Reduce -47.2% | 175,275 | $9.0M |
| Adapt Wealth Advisors, LLC | 4.25% | Add +23.7% | 167,744 | $8.6M |
| Caldwell Trust Co | 0.89% | Add +13.4% | 165,637 | $8.5M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +15.3% | 165,569 | $8.5M |
| Jmac Enterprises LLC | 1.31% | Add +13.3% | 161,951 | $8.3M |
| First Trust Advisors LP | 0.01% | Reduce -2.3% | 159,040 | $8.2M |
| Blue Fin Capital, Inc. | 1.48% | Add +11.8% | 155,603 | $8.0M |
| Highline Wealth Partners LLC | 2.57% | Add +70.6% | 152,907 | $7.9M |
| Stephens Inc. | 0.11% | Reduce -6.9% | 149,584 | $7.7M |
| Compound Planning, Inc. | 0.38% | Add +16.6% | 146,302 | $7.5M |
| National Bank of Canada | 0.01% | Add +1.0% | 146,027 | $7.5M |
| Mutual Advisors, LLC | 0.22% | Add +2.8% | 145,952 | $7.5M |
| DAVENPORT & Co LLC | 0.04% | Reduce -0.1% | 145,045 | $7.5M |
| HighTower Advisors, LLC | 0.01% | Add +13.5% | 144,743 | $7.5M |
| Destiny Capital Corp | 4.45% | Reduce -1.1% | 142,341 | $7.3M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +8.7% | 141,183 | $7.3M |
| Theory Financial LLC | 3.04% | Add +3.2% | 140,961 | $7.3M |
| Creative Planning | 0.01% | Add +0.7% | 138,162 | $7.1M |
| NewEdge Advisors, LLC | 0.04% | Add +13.2% | 137,946 | $7.1M |
| Citigroup Inc. | 0.01% | Add +0.2% | 137,890 | $7.1M |
| Private Advisor Group, LLC | 0.04% | Add +7.1% | 134,702 | $6.9M |
| Mittelman Wealth Management | 6.34% | Reduce -32.5% | 132,345 | $6.8M |
| Checchi Capital Advisers, LLC | 0.49% | Add +1.3% | 126,786 | $6.5M |
| Aspen Investment Management Inc | 2.99% | Add +6.4% | 124,975 | $6.4M |
| Bartlett & Co. Wealth Management LLC | 0.09% | Add +1.8% | 123,688 | $6.4M |
| D L Carlson Investment Group Inc. | 1.11% | Add +24.6% | 121,411 | $6.3M |
| Citadel Advisors | 0.01% | Add +90.8% | 121,334 | $6.2M |
| Manhattan West Asset Management, LLC | 1.63% | Add +6.8% | 117,171 | $6.0M |
| Asio Capital, LLC | 1.13% | Reduce -47.4% | 115,702 | $6.0M |
| Wealthstar Advisors, LLC | 2.52% | — | 112,492 | $5.8M |
| Destination Wealth Management | 0.18% | Add +4.2% | 112,096 | $5.8M |
| Darrow Company, Inc. | 3.32% | Add +5.2% | 111,061 | $5.7M |
| Mgo One Seven LLC | 0.22% | Add +14.9% | 110,512 | $5.7M |
| Financial Advocates Investment Management | 0.32% | Reduce -46.2% | 110,351 | $5.7M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -81.9% | 109,280 | $5.6M |
| Hennion & Walsh Asset Management, Inc. | 0.25% | Add +9.6% | 108,118 | $5.6M |
| Patriot Investment Management Group, Inc. | 0.41% | Add +3.1% | 107,566 | $5.5M |
| Fisher Asset Management | 0.00% | Add +10.6% | 104,657 | $5.4M |
| One Wealth Map LLC | 3.23% | Reduce -0.7% | 102,086 | $5.3M |
| FDx Advisors, Inc. | 1.55% | Add +37.6% | 103,029 | $5.3M |
| Goelzer Investment Management, Inc. | 0.31% | Add +5.3% | 102,530 | $5.3M |
| HSBC Holdings PLC | 0.00% | Reduce -0.8% | 101,911 | $5.2M |
| Summit Wealth Group, LLC | 1.47% | Reduce -9.4% | 98,338 | $5.1M |
| Shelter Mutual Insurance Co | 1.25% | No change | 97,200 | $5.0M |
| JB Capital LLC | 0.27% | Add +3.5% | 94,623 | $4.9M |
| Peoples Bank | 2.84% | Add +0.8% | 93,668 | $4.8M |
| Colton Groome Financial Advisors, LLC | 1.84% | New | 93,457 | $4.8M |
| Bray Capital Advisors | 1.29% | Add +1.2% | 92,385 | $4.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.71% | Add +2.5% | 91,131 | $4.7M |
| Van Hulzen Asset Management, LLC | 0.34% | Add +7.0% | 89,725 | $4.6M |
| Enclave Advisors LLC | 0.76% | Add +45.8% | 89,310 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.5% | 89,273 | $4.6M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -0.5% | 89,151 | $4.6M |
| SageView Advisory Group, LLC | 0.20% | Reduce -3.0% | 88,179 | $4.5M |
| Veridan Wealth LLC | 2.10% | — | 86,712 | $4.5M |
| Breakwater Capital Group | 0.88% | Add +5.2% | 85,920 | $4.4M |
| Freedom Investment Management, Inc. | 0.36% | Add +9.9% | 83,553 | $4.3M |
| MV Capital Management, Inc. | 0.46% | Add +9.7% | 83,302 | $4.3M |
| Naples Global Advisors, LLC | 0.40% | Add +17.3% | 83,289 | $4.3M |
| LFA - Lugano Financial Advisors SA | 2.79% | Add +0.9% | 82,765 | $4.3M |
| Prasad Wealth Partners, LLC | 1.38% | — | 82,752 | $4.3M |
| Captrust Financial Advisors | 0.01% | Add +18.2% | 115,175 | $4.3M |
| City State Bank | 1.49% | Add +3.4% | 82,015 | $4.2M |
| Retirement Financial Solutions, LLC | 2.21% | Reduce -3.9% | 79,632 | $4.1M |
| Waverly Advisors, LLC | 0.06% | Add +11.6% | 79,206 | $4.1M |
| Smith Salley Wealth Management | 0.26% | Add +1.6% | 79,133 | $4.1M |
| UMB Bank, n.a. | 0.06% | Reduce -11.0% | 78,455 | $4.0M |
| James Investment Research, Inc. | 0.47% | Reduce -32.6% | 77,163 | $4.0M |
| Meritage Portfolio Management | 0.24% | Add +7.3% | 75,696 | $3.9M |
| Brown Financial Advisors | 1.56% | Reduce -15.6% | 75,424 | $3.9M |
| Forte Asset Management LLC | 2.04% | Add +4.8% | 74,451 | $3.8M |
| Wooster Corthell Wealth Management, Inc. | 0.83% | Add +0.3% | 74,184 | $3.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -20.2% | 73,383 | $3.8M |
| Transatlantique Private Wealth LLC | 1.41% | Add +0.1% | 72,220 | $3.7M |
| Stratos Investment Management, LLC | 0.22% | Add +67.0% | 70,607 | $3.6M |
| CoreCap Advisors, LLC | 0.16% | Add +22.5% | 69,341 | $3.6M |
| Kingsview Wealth Management, LLC | 0.07% | Add +47.9% | 68,740 | $3.5M |
| Vise Technologies, Inc. | 0.29% | Add +22.3% | 68,403 | $3.5M |
| Independent Financial Group, LLC | 0.11% | Reduce -9.8% | 66,810 | $3.4M |
| Becker Capital Management Inc. | 0.11% | Add +5.8% | 66,073 | $3.4M |
| Agate Pass Investment Management, LLC | 1.51% | Add +1.4% | 64,786 | $3.3M |
| Ackerman Capital Advisors, LLC | 0.87% | Add +0.7% | 64,076 | $3.3M |
| Lido Advisors, LLC | 0.02% | Add +23.5% | 63,363 | $3.3M |
| DMC Group, LLC | 2.63% | Add +5.3% | 62,891 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +26.8% | 62,338 | $3.2M |
| Chesley Taft & Associates LLC | 0.15% | Reduce -2.2% | 62,270 | $3.2M |
| Per Stirling Capital Management, LLC. | 0.45% | Add +102.0% | 61,669 | $3.2M |
| SWS Partners | 0.96% | Add +33.1% | 61,464 | $3.2M |
| Betterment LLC | 0.01% | Reduce -13.6% | 61,244 | $3.2M |
| Mattson Financial Services, LLC | 1.00% | Reduce -19.1% | 58,517 | $3.1M |
| Oppenheimer & Co. Inc. | 0.05% | Add +26.1% | 59,842 | $3.1M |
| Center For Asset Management LLC | 1.98% | Reduce -13.4% | 59,520 | $3.1M |
| Blue Trust, Inc. | 0.04% | Add +7.0% | 58,936 | $3.0M |
| AMG National Trust Bank | 0.08% | Add +0.7% | 57,943 | $3.0M |
| Advisory Research Inc. | 0.49% | No change | 57,761 | $3.0M |
| Independent Advisor Alliance | 0.04% | New | 57,536 | $3.0M |
| Paladin Wealth, LLC | 2.54% | Reduce -17.4% | 57,027 | $2.9M |
| Davis R M Inc. | 0.06% | Reduce -7.9% | 56,453 | $2.9M |
| Essential Planning, LLC. | 0.02% | New | 54,156 | $2.8M |
| Wealthspire Retirement, LLC | 0.22% | No change | 54,045 | $2.8M |
| Israel Discount Bank of New York | 2.02% | Reduce -7.5% | 54,007 | $2.8M |
| Wilmington Savings Fund Society, FSB | 0.05% | Add +5.5% | 51,195 | $2.6M |
| Calamos Wealth Management LLC | 0.13% | Add +64.3% | 50,877 | $2.6M |
| Phillips Financial Management, LLC | 0.20% | Reduce -2.5% | 50,033 | $2.6M |
| AmeriServ Wealth Advisors | 1.38% | — | 49,521 | $2.6M |
| Strive Asset Management, LLC | 1.90% | — | 49,220 | $2.5M |
| Bridgewater Advisors Inc. | 0.26% | New | 49,799 | $2.5M |
| Revisor Wealth Management LLC | 2.33% | Reduce -31.2% | 48,974 | $2.5M |
| Busey Bank | 0.08% | Reduce -89.8% | 48,777 | $2.5M |
| Great Diamond Partners, LLC | 0.64% | New | 48,378 | $2.5M |
| Absolute Capital Management, LLC | 1.36% | Add +0.6% | 47,766 | $2.5M |
| Smartleaf Asset Management LLC | 0.25% | Reduce -4.5% | 47,165 | $2.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +38.3% | 46,319 | $2.4M |
| Forza Wealth Management, LLC | 1.08% | Reduce -2.8% | 46,145 | $2.4M |
| Courage Miller Partners, LLC | 0.81% | Reduce 0.0% | 45,704 | $2.4M |
| Summit Global Investments | 0.14% | Add +0.0% | 44,351 | $2.3M |
| Interactive Financial Advisors, Inc. | 1.19% | Add +1.0% | 44,092 | $2.3M |
| Rik Saylor Financial, Inc. | 2.03% | — | 42,590 | $2.2M |
| Market Street Wealth Management Advisors LLC | 0.36% | No change | 42,006 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.1% | 41,592 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -3.0% | 41,412 | $2.1M |
| Ballentine Partners, LLC | 0.04% | Add +3.3% | 40,251 | $2.1M |
| Park Place Capital Corp | 0.54% | Reduce -26.6% | 37,298 | $1.9M |
| IHT Wealth Management, LLC | 0.06% | Reduce -5.2% | 37,026 | $1.9M |
| Composition Wealth, LLC | 0.04% | New | 36,989 | $1.9M |
| Montecito Bank & Trust | 0.33% | Reduce -0.8% | 36,877 | $1.9M |
| Strategic Investment Advisors / MI | 0.20% | Add +12.2% | 36,739 | $1.9M |
| Retireful, LLC | 1.05% | New | 36,274 | $1.9M |
| Voya Financial Advisors, Inc. | 0.20% | Add +57.5% | 35,877 | $1.9M |
| Eagle Global Advisors LLC | 0.08% | Reduce -2.6% | 35,891 | $1.8M |
| TAGStone Capital, Inc. | 0.89% | Reduce -0.1% | 35,235 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +13.5% | 34,852 | $1.8M |
| Crux Wealth Advisors | 1.00% | — | 34,806 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -45.8% | 34,400 | $1.8M |
| Grey Ledge Advisors, LLC | 0.45% | Add +0.2% | 34,149 | $1.8M |
| Bigelow Investment Advisors, LLC | 0.82% | Add +10.3% | 33,840 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +12.0% | 33,709 | $1.7M |
| Renasant Bank | 1.12% | Reduce -26.2% | 33,625 | $1.7M |
| Whittier Trust Co. | 0.02% | No change | 33,515 | $1.7M |
| Pinnacle Family Advisors, LLC | 0.83% | Add +3.6% | 33,268 | $1.7M |
| Burns Matteson Capital Management, LLC | 0.92% | Add +107.5% | 31,845 | $1.6M |
| TFB Advisors LLC | 0.47% | Add +1.6% | 31,668 | $1.6M |
| Cary Street Partners Financial LLC | 0.05% | — | 31,572 | $1.6M |
| Capital Analysts, LLC | 0.06% | Add +3.6% | 30,773 | $1.6M |
| Endurance Services Ltd | 0.26% | No change | 30,492 | $1.6M |
| Archvest Wealth Advisors, Inc. | 1.13% | Add +0.9% | 30,313 | $1.6M |
| Pilgrim Partners Asia Pte Ltd | 1.35% | — | 30,170 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +235.7% | 29,889 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Add +45.8% | 29,588 | $1.5M |
| Diversified Portfolios, Inc. | 0.16% | Add +24.6% | 28,895 | $1.5M |
| Holistic Financial Partners | 0.74% | Reduce -1.7% | 28,783 | $1.5M |
| Private Wealth Management Group, LLC | 0.56% | Add +8.6% | 28,615 | $1.5M |
| Capital Investment Counsel, LLC | 0.24% | Add +13.9% | 27,462 | $1.4M |
| ETF Portfolio Partners, Inc. | 0.42% | Reduce -61.9% | 27,458 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Reduce -14.2% | 27,255 | $1.4M |
| Banco Santander, S.A. | 0.02% | No change | 27,000 | $1.4M |
| Edmond DE Rothschild Holding S.A. | 0.02% | Reduce -25.5% | 26,450 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +4.0% | 25,985 | $1.3M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | Reduce -2.0% | 25,869 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -8.5% | 25,377 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -22.4% | 25,185 | $1.3M |
| Barclays PLC | 0.00% | Reduce -7.0% | 24,691 | $1.3M |
| Stelac Advisory Services LLC | 0.48% | No change | 23,897 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Reduce -0.5% | 23,824 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -12.6% | 23,780 | $1.2M |
| Allworth Financial LP | 0.01% | Add +4.0% | 23,697 | $1.2M |
| Sage Advisory Services, Ltd.Co. | 0.72% | Reduce -25.6% | 23,503 | $1.2M |
| BNP Paribas | 0.02% | No change | 23,504 | $1.2M |
| Boltwood Capital Management | 0.37% | Add +0.8% | 23,467 | $1.2M |
| Choreo, LLC | 0.02% | Add +6.5% | 23,321 | $1.2M |
| Savant Capital, LLC | 0.01% | Reduce -11.4% | 23,329 | $1.2M |
| Northwest Capital Management Inc | 0.51% | No change | 23,188 | $1.2M |
| Meridian Wealth Management, LLC | 0.06% | Add +11.8% | 23,141 | $1.2M |
| Parsons Capital Management Inc. | 0.06% | Reduce -2.9% | 22,902 | $1.2M |
| Hudson Portfolio Management LLC | 1.14% | Add +94.2% | 22,590 | $1.2M |
| Optivise Advisory Services LLC | 0.62% | Reduce -1.4% | 22,301 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +5.5% | 21,913 | $1.1M |
| Hexagon Capital Partners LLC | 0.20% | Add +8.6% | 21,522 | $1.1M |
| Columbus Macro, LLC | 0.15% | Add +32.7% | 21,466 | $1.1M |
| PKS Advisory Services, LLC | 0.28% | — | 21,401 | $1.1M |
| F/m Investments LLC | 0.04% | New | 21,381 | $1.1M |
| Peddock Capital Advisors, LLC | 0.26% | Reduce -0.4% | 21,125 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -0.0% | 20,919 | $1.1M |
| Texas Bank & Trust Co | 0.44% | — | 20,911 | $1.1M |
| Wambolt & Associates, LLC | 0.35% | Reduce -2.8% | 20,860 | $1.1M |
| Valtrion Capital Management, LLC | 2.28% | — | 20,802 | $1.1M |
| HUB Investment Partners, LLC | 0.04% | New | 20,578 | $1.1M |
| Tiemann Investment Advisors, LLC | 0.47% | Reduce -25.7% | 20,360 | $1.0M |
| Herold Advisors, Inc. | 0.23% | Add +23.9% | 20,086 | $1.0M |
| Squire Investment Management Company, LLC | 0.45% | Add +20.2% | 19,635 | $1.0M |
| Anchor Pointe Wealth Management, LLC | 1.31% | — | 19,570 | $1.0M |
| Allianz Investment Management U.S. LLC | 0.07% | Reduce -20.3% | 19,597 | $1.0M |
| Cerity Partners LLC | 0.00% | Reduce -37.0% | 19,556 | $1.0M |
| Trivium Point Advisory, LLC | 0.12% | Add +7.8% | 18,983 | $978K |
| 4J Wealth Management LLC | 0.79% | Add +4.5% | 18,930 | $975K |
| Hobbs Group Advisors, LLC | 0.35% | Add +1.4% | 18,147 | $935K |
| EP Wealth Advisors, LLC | 0.01% | New | 17,682 | $911K |
| Natixis Advisors, LLC | 0.00% | Add +48.6% | 17,649 | $909K |
| Wescott Financial Advisory Group, LLC | 0.09% | Add +0.2% | 17,617 | $907K |
| SWP Financial LLC | 0.54% | Reduce -1.9% | 17,506 | $902K |
| Ascentis Independent Advisors | 0.17% | Add +13003.8% | 17,428 | $898K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -92.0% | 17,610 | $897K |
| United Advisor Group, LLC | 0.18% | New | 17,285 | $890K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -12.3% | 17,275 | $890K |
| Bailard, Inc. | 0.02% | Reduce -6.0% | 17,261 | $889K |
| Hengehold Capital Management LLC | 0.08% | Add +8.9% | 17,079 | $880K |
| Horizon Investment Services, LLC | 0.37% | Add +0.5% | 16,954 | $873K |
| Beacon Bridge Wealth Partners, LLC | 0.37% | Reduce -0.2% | 16,846 | $868K |
| Tilia Fiduciary Partners, Inc. | 0.59% | Add +5.9% | 16,682 | $859K |
| StoneX Group Inc. | 0.05% | Reduce -84.2% | 16,612 | $856K |
| Panoramic Capital Partners, LLC | 0.75% | — | 16,525 | $851K |
| Bangor Savings Bank | 0.08% | Reduce -7.1% | 16,351 | $842K |
| Brookstone Capital Management | 0.01% | Reduce -4.8% | 16,344 | $842K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | No change | 16,123 | $830K |
| HM Payson & Co. | 0.01% | No change | 16,000 | $824K |
| Synovus Financial Corp. | 0.01% | Add +0.9% | 15,706 | $809K |
| My Legacy Advisors, LLC | 0.30% | Add +8.6% | 15,238 | $782K |
| Courier Capital LLC | 0.05% | Add +198.6% | 15,035 | $774K |
| Regal Investment Advisors LLC | 0.06% | Reduce -56.6% | 14,914 | $768K |
| Adams Wealth Management | 0.15% | Reduce -15.7% | 14,853 | $765K |
| CacheTech Inc. | 0.14% | Reduce -15.7% | 14,853 | $765K |
| Transform Wealth, LLC | 0.04% | Add +29.7% | 14,717 | $758K |
| RiverFront Investment Group, LLC | 0.02% | No change | 14,390 | $741K |
| Legacy Capital Group California, Inc. | 0.23% | Reduce -3.6% | 14,371 | $740K |
| Equita Financial Network, Inc. | 0.27% | Add +23.7% | 14,265 | $735K |
| Brucke Financial, Inc. | 0.63% | — | 14,115 | $732K |
| Mitchell Sinkler & Starr | 0.19% | No change | 14,021 | $722K |
| YHB Investment Advisors, Inc. | 0.06% | Add +17.1% | 13,812 | $711K |
| GTS Securities LLC | 0.03% | Add +32.9% | 13,472 | $694K |
| Vicus Capital | 0.06% | Add +5.4% | 13,388 | $690K |
| J.W. Cole Advisors, Inc. | 0.03% | New | 13,334 | $687K |
| Royal Fund Management, LLC | 0.07% | Reduce -59.6% | 12,972 | $669K |
| Flagstar Securities, Inc. | 0.17% | Add +2.5% | 12,862 | $663K |
| Integrated Wealth Concepts LLC | 0.01% | Add +33.8% | 12,660 | $652K |
| Focus Partners Wealth | 0.00% | New | 12,646 | $651K |
| Duncker Streett & Co. Inc. | 0.12% | Reduce -16.0% | 12,547 | $646K |
| Keel Point, LLC | 0.05% | Reduce -11.2% | 12,538 | $646K |
| Hoxton Planning & Management, LLC | 0.25% | Add +3.7% | 12,495 | $644K |
| New Century Financial Group, LLC | 0.27% | Reduce -6.3% | 12,284 | $632K |
| NTV Asset Management LLC | 0.08% | Reduce -19.7% | 12,197 | $628K |
| Paces Ferry Wealth Advisors, LLC | 0.30% | Add +35.9% | 12,146 | $626K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 12,124 | $625K |
| Vantage Financial Partners, LLC | 0.16% | Reduce -10.8% | 12,098 | $623K |
| GFI Investment Counsel Ltd. | 0.07% | No change | 11,984 | $617K |
| OneAscent Financial Services LLC | 0.05% | New | 11,952 | $616K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -32.8% | 11,934 | $615K |
| Prossimo Advisors, LLC | 0.44% | Add +6.8% | 11,886 | $612K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | No change | 11,855 | $611K |
| &partners | 0.01% | Add +17.5% | 11,406 | $587K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -1.7% | 11,378 | $586K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -8.4% | 11,353 | $585K |
| Cumberland Partners Ltd | 0.04% | Add +23.7% | 11,300 | $582K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -12.2% | 11,279 | $582K |
| Fortis Capital Management LLC | 0.11% | Add +1.5% | 11,224 | $578K |
| Full Sail Capital, LLC | 0.04% | Add +0.2% | 10,974 | $565K |
| Lineweaver Wealth Advisors, LLC | 0.10% | Reduce -28.0% | 10,852 | $559K |
| Simmons Bank | 0.04% | No change | 10,711 | $552K |
| Meridian Financial Advisors, LLC | 0.38% | Add +8.9% | 10,686 | $550K |
| FOCUS Wealth Advisors, LLC | 0.29% | No change | 10,434 | $537K |
| Hilltop Partners LLC | 0.18% | No change | 10,418 | $537K |
| Bingham Private Wealth, LLC | 0.57% | — | 10,401 | $536K |
| Avantra Family Wealth, Inc. | 0.49% | — | 10,246 | $528K |
| Old Mission Capital LLC | 0.01% | New | 10,164 | $524K |
| JPL Wealth Management, LLC | 0.15% | — | 9,893 | $510K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -7.5% | 9,864 | $508K |
| Sandy Spring Bank | 0.02% | Add +116.1% | 9,492 | $489K |
| Global Retirement Partners, LLC | 0.01% | Reduce -18.6% | 9,418 | $485K |
| Wealth Advisory Solutions, LLC | 0.13% | Reduce -6.9% | 9,269 | $477K |
| Verdence Capital Advisors LLC | 0.04% | Add +11.2% | 9,111 | $469K |
| Stokes Family Office, LLC | 0.05% | Add +5.4% | 8,996 | $463K |
| KPP Advisory Services LLC | 0.11% | Add +9.9% | 8,962 | $462K |
| Fifth Third Securities, Inc. | 0.04% | New | 8,953 | $461K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +46.1% | 8,889 | $458K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -19.0% | 8,866 | $457K |
| Channel Wealth LLC | 0.15% | Add +0.8% | 8,834 | $455K |
| Private Trust Co. NA | 0.05% | Add +20.3% | 8,807 | $454K |
| Transcendent Capital Group LLC | 0.23% | Add +0.2% | 8,753 | $451K |
| Wedbush Securities Inc. | 0.02% | Add +26.5% | 8,708 | $449K |
| Country Club Bank | 0.03% | Reduce -0.8% | 8,689 | $448K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -1.6% | 8,592 | $443K |
| Seed Wealth Management, Inc. | 0.36% | No change | 8,580 | $442K |
| Omega Financial Group, LLC | 0.17% | Add +1.5% | 8,571 | $441K |
| Argent Trust Co | 0.02% | No change | 8,555 | $441K |
| Arkadios Wealth Advisors | 0.02% | Reduce -10.2% | 8,545 | $440K |
| Sawgrass Asset Management LLC | 0.05% | No change | 8,479 | $437K |
| Investment Partners, LTD. | 0.18% | Add +0.4% | 8,365 | $431K |
| Avior Wealth Management, LLC | 0.02% | Reduce -57.0% | 8,320 | $429K |
| Fig Financial Advisory Services Inc. | 0.29% | — | 8,320 | $429K |
| Bellecapital International Ltd. | 0.08% | No change | 8,255 | $425K |
| Promethium Advisors,llc | 0.29% | No change | 8,223 | $424K |
| Ancora Advisors LLC | 0.01% | Add +11.1% | 8,076 | $416K |
| Ceeto Capital Group, LLC | 0.15% | No change | 8,000 | $412K |
| Sheets Smith Wealth Management | 0.05% | Add +17.3% | 7,977 | $411K |
| Bourgeon Capital Management LLC | 0.08% | Add +27.5% | 7,974 | $411K |
| CWA Asset Management Group, LLC | 0.02% | New | 7,736 | $398K |
| Stephens Group Asset Management, LLC | 0.03% | Add +0.3% | 7,735 | $398K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -35.8% | 7,700 | $397K |
| XTX Topco Ltd | 0.03% | New | 7,683 | $396K |
| Evolution Wealth Advisors, LLC | 0.07% | Reduce -5.2% | 7,615 | $392K |
| Parkside Financial Bank & Trust | 0.05% | No change | 7,463 | $384K |
| Wynn Capital, LLC | 0.24% | No change | 7,400 | $381K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 7,398 | $381K |
| Commerce Bank | 0.00% | No change | 7,196 | $371K |
| Clearbridge Investments, LLC | 0.00% | Add +0.6% | 7,125 | $367K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 6,829 | $367K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.3% | 7,086 | $365K |
| Bragg Financial Advisors, Inc | 0.01% | Add +0.2% | 7,016 | $361K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 6,871 | $354K |
| Belpointe Asset Management LLC | 0.02% | Add +1.1% | 6,664 | $353K |
| NBT Bank, N.A. | 0.02% | No change | 6,802 | $350K |
| Equitable Holdings, Inc. | 0.00% | Add +47.4% | 6,777 | $349K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -6.3% | 6,688 | $344K |
| WESPAC Advisors, LLC | 0.25% | Reduce -77.0% | 6,642 | $342K |
| Tiaa Trust, National Association | 0.00% | Reduce -3.7% | 6,611 | $341K |
| FC Advisory LLC | 0.11% | Reduce -0.4% | 6,566 | $338K |
| Western Wealth Management, LLC | 0.02% | Add +0.8% | 6,534 | $337K |
| Hofer & Associates. Inc | 0.23% | Add +5.0% | 6,521 | $336K |
| BSW Wealth Partners | 0.05% | No change | 6,500 | $335K |
| Paragon Capital Management Ltd | 0.07% | No change | 6,482 | $334K |
| RMR Capital Management, LLC | 0.25% | New | 6,477 | $334K |
| Florida Trust Wealth Management Co | 0.01% | New | 6,200 | $319K |
| Magnolia Private Wealth, LLC | 0.28% | — | 6,128 | $316K |
| Rareview Capital LLC | 0.23% | New | 5,821 | $313K |
| SIMA Wealth Partners, LLC | 0.26% | Add +0.7% | 6,026 | $310K |
| BTG Pactual Asset Management US LLC | 0.04% | No change | 5,942 | $308K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.8% | 5,964 | $307K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -8.5% | 5,963 | $307K |
| Obermeyer Wealth Partners | 0.02% | No change | 5,960 | $307K |
| Pettyjohn, Wood & White, Inc. | 0.06% | Add +1.7% | 5,950 | $306K |
| SignalPoint Asset Management, LLC | 0.07% | New | 5,815 | $300K |
| Meridian Management Co. | 0.08% | Add +0.2% | 5,650 | $291K |
| Seaside Wealth Management, Inc. | 0.10% | No change | 5,444 | $280K |
| Genesis Wealth Advisors, LLC | 0.24% | — | 5,373 | $277K |
| RiverGlades Family Offices LLC | 0.20% | Add +29.9% | 5,325 | $274K |
| Rossby Financial, LCC | 0.17% | — | 5,324 | $274K |
| Moloney Securities Asset Management, LLC | 0.04% | New | 5,254 | $271K |
| Lee Financial Co | 0.04% | Add +4.5% | 5,245 | $270K |
| Atlas Legacy Advisors, LLC | 0.06% | — | 5,196 | $268K |
| CW Advisors, LLC | 0.00% | Add +8.7% | 5,169 | $266K |
| Verus Capital Partners, LLC | 0.03% | Add +3.8% | 5,104 | $263K |
| Evanson Asset Management, LLC | 0.02% | Add +1.7% | 5,102 | $263K |
| Tyler-Stone Wealth Management | 0.05% | No change | 5,084 | $262K |
| Regions Financial Corp. | 0.00% | Add +25.9% | 5,077 | $262K |
| Leavell Investment Management, Inc. | 0.01% | Add +1.5% | 5,050 | $260K |
| Acorn Wealth Advisors, LLC | 0.11% | No change | 5,041 | $260K |
| Charles Schwab Trust Co | 0.02% | Reduce -27.1% | 5,021 | $259K |
| Rede Wealth, LLC | 0.10% | Add +1.9% | 4,994 | $257K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 4,943 | $255K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -15.7% | 4,910 | $253K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -49.7% | 4,907 | $253K |
| Apriem Advisors | 0.03% | Add +0.1% | 4,903 | $253K |
| Ledyard National Bank | 0.02% | No change | 4,884 | $252K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -15.3% | 4,883 | $251K |
| Beacon Bank & Trust | 0.06% | No change | 4,867 | $251K |
| Brady Family Wealth, LLC | 0.08% | Reduce -1.0% | 4,816 | $248K |
| PFG Advisors | 0.02% | Reduce -21.1% | 4,809 | $248K |
| Kolinsky Wealth Management, LLC | 0.15% | Add +16.8% | 4,702 | $242K |
| City National Bank of Florida | 0.22% | — | 4,679 | $241K |
| Simplicity Wealth,LLC | 0.05% | No change | 4,679 | $241K |
| Fiduciary Alliance LLC | 0.02% | Reduce -19.5% | 4,643 | $239K |
| Panoramic Investment Advisors, LLC | 0.15% | Reduce -26.1% | 4,592 | $237K |
| Gradient Capital Advisors, LLC | 0.07% | No change | 4,518 | $233K |
| AE Wealth Management LLC | 0.00% | Reduce -9.4% | 4,517 | $233K |
| Axxcess Wealth Management, LLC | 0.01% | New | 4,483 | $231K |
| Apella Capital, LLC | 0.01% | New | 4,431 | $228K |
| Ascent Group, LLC | 0.02% | Add +17.7% | 4,395 | $226K |
| Lantern Wealth Advisors, LLC | 0.14% | New | 4,332 | $223K |
| Inman Jager Wealth Management, LLC | 0.17% | — | 4,294 | $221K |
| New World Advisors LLC | 0.05% | Add +1.5% | 4,288 | $221K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -16.8% | 4,273 | $220K |
| Vista Investment Management | 0.08% | Add +1.4% | 4,252 | $219K |
| Farrell Financial LLC | 0.15% | Add +0.5% | 4,188 | $216K |
| Tme Financial, Inc. | 0.20% | — | 4,013 | $216K |
| Trilogy Capital Inc. | 0.01% | No change | 4,183 | $215K |
| Braun-Bostich & Associates Inc. | 0.15% | New | 4,166 | $215K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 4,105 | $211K |
| Ellenbecker Investment Group | 0.04% | Reduce -23.7% | 4,043 | $208K |
| Cypress Financial Planning LLC | 0.08% | New | 4,010 | $207K |
| Lutz Financial Services LLC | 0.02% | No change | 4,007 | $206K |
| Foundations Investment Advisors, LLC | 0.00% | Add +1.2% | 4,006 | $206K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -5.3% | 4,005 | $206K |
| Capital Investment Advisors, LLC | 0.00% | New | 3,936 | $203K |
| Trajan Wealth LLC | 0.01% | New | 3,922 | $202K |
| MainStreet Investment Advisors LLC | 0.03% | No change | 3,905 | $201K |
| Sunbelt Securities, Inc. | 0.02% | Add +25.0% | 3,750 | $194K |
| Running Point Capital Advisors, LLC | 0.07% | Add +103.1% | 3,689 | $190K |
| Centennial Bank | 0.09% | Add +197.6% | 3,669 | $189K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.4% | 3,668 | $189K |
| Paladin Advisory Group, LLC | 0.14% | Add +0.3% | 3,588 | $185K |
| Webster Bank, N. A. | 0.02% | No change | 3,584 | $185K |
| Bellwether Advisors, LLC | 0.03% | New | 3,441 | $177K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 3,273 | $169K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 3,270 | $168K |
| CNB Bank | 0.08% | Reduce -0.7% | 3,211 | $165K |
| TD Capital Management LLC | 0.02% | Reduce -6.4% | 3,206 | $165K |
| Principal Securities, Inc. | 0.00% | Add +2.9% | 3,194 | $165K |
| Geneos Wealth Management Inc. | 0.01% | Add +79.3% | 3,082 | $159K |
| Albion Financial Group | 0.01% | Reduce -26.2% | 2,817 | $145K |
| Parallel Advisors, LLC | 0.00% | No change | 2,735 | $141K |
| Sachetta, LLC | 0.05% | Reduce -0.8% | 2,558 | $132K |
| Harbour Investments, Inc. | 0.00% | Reduce -27.0% | 2,502 | $129K |
| Morton Brown Family Wealth, LLC | 0.04% | No change | 2,486 | $128K |
| Rialto Wealth Management, LLC | 0.04% | — | 2,469 | $127K |
| Hanson & Doremus Investment Management | 0.02% | No change | 2,281 | $117K |
| Spire Wealth Management | 0.00% | No change | 2,089 | $108K |
| TCTC Holdings, LLC | 0.00% | No change | 2,053 | $106K |
| Kestra Investment Management, LLC | 0.00% | Reduce -69.2% | 2,051 | $106K |
| Providence First Trust Co | 0.04% | New | 2,009 | $103K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 1,821 | $94K |
| Blair William & Co. | 0.00% | Reduce -48.9% | 1,779 | $92K |
| S.A. Mason LLC | 0.05% | No change | 1,710 | $88K |
| Signature Resources Capital Management, LLC | 0.08% | No change | 1,664 | $86K |
| General Partner, Inc. | 0.05% | New | 1,660 | $86K |
| CENTRAL TRUST Co | 0.00% | No change | 1,493 | $77K |
| Realta Investment Advisors | 0.03% | Reduce -28.7% | 1,475 | $76K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,470 | $76K |
| Eastern Bank | 0.00% | No change | 1,392 | $72K |
| IFP Advisors, Inc | 0.00% | Add +7.8% | 1,342 | $69K |
| SouthState Bank Corp | 0.00% | New | 1,220 | $63K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +41.2% | 1,217 | $63K |
| CVA Family Office, LLC | 0.01% | No change | 1,196 | $62K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +205.3% | 1,160 | $60K |
| Hemington Wealth Management | 0.01% | No change | 1,149 | $59K |
| Aptus Capital Advisors, LLC | 0.00% | Add +17.8% | 1,113 | $57K |
| Transce3nd, LLC | 0.02% | — | 929 | $48K |
| Sound Income Strategies, LLC | 0.00% | Add +290.0% | 893 | $46K |
| Mechanics Financial Corp | 0.02% | Reduce -42.3% | 764 | $39K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -3.7% | 757 | $39K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 690 | $36K |
| AllSquare Wealth Management LLC | 0.02% | No change | 650 | $33K |
| EPG Wealth Management LLC | 0.01% | Add +0.5% | 648 | $33K |
| Silver Oak Securities, Incorporated | 0.00% | Add +3.9% | 635 | $33K |
| JCIC Asset Management Inc. | 0.01% | No change | 620 | $32K |
| Venturi Wealth Management, LLC | 0.00% | Add +51.5% | 618 | $32K |
| Headlands Technologies LLC | 0.00% | Reduce -63.0% | 613 | $32K |
| WR Wealth Planners, LLC | 0.01% | Reduce -1.9% | 612 | $32K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 600 | $31K |
| GeoWealth Management, LLC | 0.00% | Add +59700.0% | 598 | $31K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 588 | $30K |
| Keystone Financial Group, Inc. | 0.02% | — | 579 | $30K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 570 | $29K |
| Montag A & Associates Inc. | 0.00% | Add +112.7% | 553 | $28K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 547 | $28K |
| SBI Securities Co., Ltd. | 0.00% | — | 547 | $28K |
| Element Wealth, LLC | 0.01% | Add +0.8% | 528 | $27K |
| WestEnd Advisors, LLC | 0.00% | Add +12.7% | 523 | $27K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -24.4% | 510 | $26K |
| Fifth Third Bancorp | 0.00% | No change | 500 | $26K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.7% | 488 | $25K |
| Heck Capital Advisors, LLC | 0.00% | Reduce -2.7% | 473 | $24K |
| Community Bank, N.A. | 0.00% | No change | 468 | $24K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.4% | 458 | $24K |
| Rothschild Investment LLC | 0.00% | No change | 455 | $23K |
| Union Savings Bank | 0.01% | No change | 450 | $23K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 435 | $22K |
| Bokf, NA | 0.00% | Reduce -67.3% | 432 | $22K |
| Crews Bank & Trust | 0.00% | — | 406 | $21K |
| Noble Wealth Management PBC | 0.01% | — | 400 | $21K |
| MeadowBrook Investment Advisors LLC | 0.02% | Add +230.9% | 364 | $19K |
| Friedenthal Financial | 0.01% | No change | 359 | $18K |
| Colonial Trust Advisors | 0.00% | No change | 330 | $17K |
| Aventura Private Wealth, LLC | 0.01% | — | 322 | $17K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 290 | $16K |
| Measured Risk Portfolios, Inc. | 0.02% | — | 294 | $15K |
| FSA Wealth Management LLC | 0.01% | No change | 258 | $13K |
| Coppell Advisory Solutions LLC | 0.00% | Add +292.2% | 251 | $13K |
| Founders Financial Alliance, LLC | 0.00% | No change | 220 | $11K |
| Wagner Wealth Management, LLC | 0.00% | Add +1.4% | 219 | $11K |
| Synergy Asset Management, LLC | 0.00% | New | 203 | $11K |
| Legacy Investment Solutions, LLC | 0.01% | New | 206 | $11K |
| Legacy Wealth Managment, LLC | 0.01% | New | 206 | $11K |
| PSI Advisors, LLC | 0.00% | Reduce -60.7% | 205 | $11K |
| 2UniFi Bank | 0.01% | — | 190 | $10K |
| Key Financial Inc | 0.00% | Add +2187.5% | 183 | $9K |
| Nepc LLC | 0.00% | No change | 179 | $9K |
| City Holding Co. | 0.00% | No change | 170 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 169 | $9K |
| Rise Advisors, LLC | 0.00% | Add +1.2% | 165 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 155 | $8K |
| Ameriflex Group, Inc. | 0.00% | — | 152 | $8K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +1.3% | 152 | $8K |
| Tucker Asset Management LLC | 0.00% | Add +130.8% | 150 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 142 | $7K |
| Viewpoint Capital Management LLC | 0.00% | No change | 142 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 132 | $7K |
| Investors Research Corp | 0.00% | No change | 120 | $6K |
| Beacon Capital Management, LLC | 0.00% | Add +0.9% | 110 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 108 | $6K |
| Crowley Wealth Management, Inc. | 0.00% | — | 99 | $5K |
| Stephens Consulting, LLC | 0.00% | No change | 96 | $5K |
| Salem Investment Counselors Inc. | 0.00% | New | 92 | $5K |
| Clearstead Advisors, LLC | 0.00% | Reduce -92.8% | 90 | $5K |
| Archer Investment Corp | 0.00% | Add +1.2% | 84 | $4K |
| Continuum Advisory, LLC | 0.00% | Reduce -84.5% | 65 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 64 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 62 | $3K |
| High Note Wealth, LLC | 0.00% | New | 61 | $3K |
| Astor Investment Management LLC | 0.00% | Add +7.1% | 60 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 57 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 43 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 42 | $2K |
| Centricity Wealth Management, LLC | 0.00% | — | 34 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 25 | $1K |
| Clarity Asset Management, Inc. | 0.00% | No change | 20 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 8 | $1K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 16 | $825 |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 11 | $567 |
| Larson Financial Group LLC | 0.00% | No change | 11 | $567 |
| Darwin Wealth Management, LLC | 0.00% | No change | 7 | $360 |
| Lanark Financial, Inc. | 0.01% | — | 2 | $119 |
"% of holder's portfolio" is IGIB's weight in each manager's 13F, not the share of iShares 5-10Y Inv Grade Corp. the manager owns.