iShares 5-10Y Inv GradeIGIBETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 627 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, down 3 from Q4 2024. 47 opened new positions and 42 sold out. The largest holders were Financial Engines Advisors L.L.C. ($3.0B), Prudential PLC ($555.0M) and Charles Schwab Investment Management Inc. ($538.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $64.0M |
| Exits | 42 | $31.5M |
All 13F filers, Q4 2024 → Q1 2025: 16,281,022 shares bought and 12,575,715 shares sold, net +3,705,307 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 627 holders
| Financial Engines Advisors L.L.C. | 6.48% | Add +1.2% | 57,564,399 | $3.0B |
| Prudential PLC | 2.80% | Add +34.4% | 10,566,750 | $555.0M |
| Charles Schwab Investment Management Inc. | 0.10% | Reduce -0.9% | 10,256,318 | $538.7M |
| Northern Trust Corp. | 0.07% | Add +8.4% | 9,540,555 | $501.1M |
| US Bancorp \de | 0.53% | Add +1.5% | 7,480,533 | $392.9M |
| Envestnet Asset Management Inc. | 0.10% | Add +7.8% | 5,973,213 | $313.7M |
| BlackRock, Inc. | 0.01% | Reduce -0.4% | 5,739,425 | $301.4M |
| Assetmark, Inc. | 0.83% | Add +17.0% | 5,720,725 | $300.5M |
| Bank of America Corp. | 0.02% | Reduce -21.6% | 5,276,072 | $277.1M |
| Japan Science & Technology Agency | 4.00% | Reduce -31.5% | 4,956,000 | $260.3M |
| Morgan Stanley | 0.02% | Reduce -0.5% | 4,943,848 | $259.7M |
| One Capital Management, LLC | 8.11% | Add +0.3% | 4,561,937 | $239.6M |
| Wells Fargo & Company | 0.06% | Add +11.7% | 4,422,691 | $232.3M |
| Ameriprise Financial Inc. | 0.06% | Reduce -9.7% | 3,866,873 | $203.0M |
| UBS Group AG | 0.04% | Add +3.1% | 3,754,189 | $197.2M |
| FMR LLC | 0.01% | Add +160.9% | 3,752,836 | $197.1M |
| Matson Money. Inc. | 6.35% | Reduce -0.6% | 3,324,717 | $174.5M |
| Royal Bank of Canada | 0.04% | Add +0.6% | 3,054,791 | $160.4M |
| Allstate Corp. | 4.66% | Add +10.4% | 3,022,087 | $158.7M |
| Raymond James Financial Inc. | 0.06% | Add +20.7% | 2,802,661 | $147.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +43.8% | 2,165,843 | $113.8M |
| United Capital Financial Advisors, LLC | 0.93% | Add +0.6% | 2,054,068 | $107.9M |
| PNC Financial Services Group, Inc. | 0.06% | Add +1.2% | 1,998,637 | $105.0M |
| LPL Financial LLC | 0.04% | Add +17.9% | 1,907,817 | $100.2M |
| Acropolis Investment Management, LLC | 5.64% | Add +0.6% | 1,810,780 | $95.1M |
| Franklin Resources Inc. | 0.03% | Add +3.2% | 1,700,670 | $89.3M |
| Greenwood Gearhart LLC | 5.69% | Add +17.8% | 1,566,603 | $82.3M |
| Klaas Financial Asset Advisors, LLC | 13.89% | Add +1.4% | 1,534,496 | $80.6M |
| Stifel Financial Corp. | 0.08% | Add +1.3% | 1,448,538 | $76.1M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -0.8% | 1,323,194 | $69.5M |
| TD Private Client Wealth LLC | 1.87% | Add +15.4% | 1,290,398 | $67.8M |
| Haverford Trust Co | 0.65% | Add +4.0% | 1,225,608 | $64.4M |
| Charter Oak Capital Management, LLC | 5.69% | Add +11.3% | 1,180,960 | $62.0M |
| Keybank National Association | 0.23% | Reduce -9.2% | 1,088,483 | $57.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -40.5% | 1,069,851 | $56.2M |
| Truist Financial Corp. | 0.09% | Reduce -18.7% | 1,022,434 | $53.7M |
| JPMorgan Chase & Co. | 0.00% | Add +11.3% | 1,016,757 | $53.4M |
| Ally Invest Advisors Inc. | 4.26% | Add +2.0% | 946,208 | $49.7M |
| NorthCoast Asset Management LLC | 0.23% | Reduce -20.8% | 870,995 | $45.7M |
| Dodds Wealth, LLC | 12.94% | Add +1.3% | 756,225 | $39.7M |
| MAI Capital Management | 0.30% | Add +4.9% | 752,883 | $39.5M |
| Jane Street Group, LLC | 0.07% | Add +180.3% | 731,730 | $38.4M |
| Janney Montgomery Scott LLC | 0.10% | Add +5.0% | 693,730 | $36.4M |
| State Farm Mutual Automobile Insurance Co. | 0.03% | No change | 680,000 | $35.7M |
| Flagstone Financial Management | 11.18% | Add +5.3% | 660,650 | $34.7M |
| Scarborough Advisors, LLC | 4.88% | Add +4.2% | 652,135 | $34.3M |
| Prime Capital Investment Advisors, LLC | 0.40% | Add +225.1% | 651,257 | $34.2M |
| Jones Financial Companies LLLP | 0.03% | Add +46.0% | 638,238 | $33.5M |
| Dakota Wealth Management | 0.76% | Add +6.3% | 615,254 | $32.3M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -9.4% | 608,536 | $32.0M |
| Mfa Wealth Advisors, LLC | 7.70% | Add +104.5% | 592,310 | $31.1M |
| ProVise Management Group, LLC | 2.55% | Add +13.1% | 572,251 | $30.1M |
| Thoma Capital Management LLC | 20.90% | Add +6.8% | 568,838 | $29.9M |
| Commonwealth Equity Services, LLC | 0.04% | Add +9.6% | 554,434 | $29.1M |
| Fiduciary Trust Co | 0.37% | Add +20.5% | 533,659 | $28.0M |
| Bank of Montreal | 0.01% | Add +12.8% | 506,118 | $26.6M |
| Baird Financial Group, Inc. | 0.05% | Add +0.4% | 502,189 | $26.4M |
| Schmidt P J Investment Management Inc. | 4.75% | Add +0.1% | 493,742 | $25.9M |
| Graypoint LLC | 1.57% | Add +3.6% | 479,606 | $25.2M |
| Cetera Investment Advisers | 0.05% | Add +19.3% | 468,566 | $24.6M |
| Financial Partners Group, Inc | 3.57% | Reduce -0.3% | 439,846 | $23.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | No change | 435,600 | $22.9M |
| American Family Investments, Inc. | 1.55% | Reduce -43.4% | 425,000 | $22.3M |
| Gradient Investments LLC | 0.44% | Reduce -70.9% | 413,487 | $21.7M |
| GDS Wealth Management | 1.82% | Add +12.0% | 406,397 | $21.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -30.8% | 396,663 | $20.8M |
| Syon Capital LLC | 1.68% | Add +50.5% | 393,426 | $20.7M |
| Thrivent Financial for Lutherans | 0.04% | Add +0.7% | 372,745 | $19.5M |
| Legal & General Group Plc | 0.01% | Reduce -80.1% | 361,036 | $18.9M |
| BCK Partners, Inc. | 11.78% | Add +1.5% | 359,536 | $18.9M |
| Birchbrook, Inc. | 10.47% | Add +8.6% | 354,913 | $18.6M |
| Proffitt & Goodson Inc. | 3.06% | Reduce -30.6% | 353,942 | $18.6M |
| Avidian Wealth Enterprises, LLC | 0.82% | Add +26.6% | 352,649 | $18.5M |
| DT Investment Partners, LLC | 1.75% | Reduce -14.4% | 345,149 | $18.1M |
| Black Diamond Financial, LLC | 2.72% | Add +3.3% | 344,688 | $18.1M |
| Cyndeo Wealth Partners, LLC | 1.19% | Add +8.9% | 344,683 | $18.1M |
| Ameliora Wealth Management Ltd. | 6.80% | Add +5.2% | 344,179 | $18.1M |
| Legacy Financial Group LLC | 2.75% | Add +1.1% | 340,366 | $17.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | No change | 337,281 | $17.7M |
| Osaic Holdings, Inc. | 0.04% | Add +6.0% | 336,453 | $17.7M |
| Arkansas Financial Group, Inc. | 2.82% | Reduce -14.8% | 318,527 | $16.3M |
| Deutsche Bank AG | 0.01% | No change | 310,445 | $16.3M |
| Roundview Capital LLC | 1.17% | Reduce -1.6% | 309,474 | $16.3M |
| Sigma Planning Corp | 0.51% | Add +19.3% | 301,446 | $15.8M |
| MML Investors Services, LLC | 0.05% | Add +18.8% | 291,261 | $15.3M |
| Mariner, LLC | 0.02% | Reduce -9.5% | 281,763 | $14.8M |
| Prosperity Consulting Group, LLC | 1.14% | Add +5.4% | 279,903 | $14.7M |
| Bar Harbor Wealth Management | 0.96% | Reduce -2.0% | 275,578 | $14.5M |
| Avantax Advisory Services, Inc. | 0.08% | Add +25.5% | 262,070 | $13.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +15.7% | 259,508 | $13.6M |
| WESPAC Advisors SoCal, LLC | 3.54% | Reduce -20.7% | 258,812 | $13.6M |
| Summit Wealth Partners, LLC | 2.74% | Add +2.6% | 257,058 | $13.5M |
| Galvin, Gaustad & Stein, LLC | 1.21% | Reduce -3.0% | 253,506 | $13.3M |
| Advisors Capital Management, LLC | 0.20% | Reduce -24.5% | 249,462 | $13.1M |
| Hancock Whitney Corp. | 0.42% | Reduce -4.2% | 245,300 | $12.9M |
| Comerica Bank | 0.05% | Add +13.9% | 243,680 | $12.8M |
| Gunma Bank,Ltd. | 4.06% | No change | 240,000 | $12.6M |
| National Bank of Canada | 0.01% | Add +63.5% | 238,729 | $12.5M |
| Anchor Capital Advisors LLC | 0.37% | Reduce -2.6% | 235,166 | $12.4M |
| Sabal Trust CO | 0.68% | Reduce -12.3% | 232,182 | $12.2M |
| Renaissance Technologies | 0.02% | New | 220,600 | $11.6M |
| Chicago Partners Investment Group LLC | 0.37% | Add +3.1% | 213,794 | $11.2M |
| Capital Insight Partners, LLC | 1.84% | Add +1.0% | 200,460 | $10.5M |
| Carl P. Sherr & Co., LLC | 5.73% | Reduce -31.1% | 199,366 | $10.5M |
| Goldstone Financial Group, LLC | 1.58% | Reduce -6.2% | 198,990 | $10.5M |
| Cwm, LLC | 0.04% | Add +4.0% | 196,810 | $10.3M |
| LaSalle St. Investment Advisors, LLC | 2.40% | Reduce -4.8% | 194,239 | $10.2M |
| World Investment Advisors | 0.26% | Reduce -24.9% | 193,683 | $10.2M |
| Phoenix Financial Ltd. | 0.15% | Add +3.8% | 190,920 | $10.0M |
| Freestate Advisors LLC | 9.79% | Reduce -26.3% | 187,940 | $9.9M |
| Adapt Wealth Advisors, LLC | 4.74% | Add +10.3% | 185,007 | $9.7M |
| D.A. Davidson & Co. | 0.08% | Add +4.3% | 182,964 | $9.6M |
| Caldwell Trust Co | 1.03% | Add +9.9% | 181,963 | $9.6M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +6.3% | 176,040 | $9.2M |
| Bailard, Inc. | 0.24% | Add +917.5% | 175,638 | $9.2M |
| Blue Fin Capital, Inc. | 1.77% | Add +11.4% | 173,417 | $9.1M |
| Mendota Financial Group, LLC | 9.87% | Reduce -27.0% | 173,215 | $9.1M |
| New Age Alpha Advisors, LLC | 0.41% | New | 172,996 | $9.1M |
| HighTower Advisors, LLC | 0.01% | Add +18.9% | 172,158 | $9.0M |
| Boyd Watterson Asset Management LLC | 2.87% | Reduce -59.2% | 169,015 | $8.9M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -5.5% | 172,146 | $8.8M |
| First Trust Advisors LP | 0.01% | Add +2.4% | 162,792 | $8.5M |
| Jmac Enterprises LLC | 2.01% | Reduce -0.3% | 161,400 | $8.5M |
| Colton Groome Financial Advisors, LLC | 3.28% | Add +72.3% | 161,058 | $8.5M |
| Private Advisor Group, LLC | 0.05% | Add +18.5% | 159,675 | $8.4M |
| Rebalance, LLC | 0.61% | Reduce -11.2% | 156,615 | $8.2M |
| DAVENPORT & Co LLC | 0.05% | Add +5.2% | 152,573 | $8.0M |
| Mutual Advisors, LLC | 0.23% | Add +3.0% | 150,371 | $7.9M |
| TPG Financial Advisors, LLC | 3.47% | Reduce -59.4% | 149,491 | $7.9M |
| Theory Financial LLC | 3.17% | Add +1.6% | 143,212 | $7.5M |
| Compound Planning, Inc. | 0.34% | Reduce -2.6% | 142,562 | $7.5M |
| Citigroup Inc. | 0.01% | Add +2.2% | 140,899 | $7.4M |
| Stephens Inc. | 0.11% | Reduce -6.1% | 140,397 | $7.4M |
| NewEdge Advisors, LLC | 0.04% | Add +0.5% | 138,642 | $7.3M |
| Highline Wealth Partners LLC | 2.43% | Reduce -10.3% | 137,223 | $7.2M |
| Leuthold Group, LLC | 0.93% | Reduce -57.4% | 136,656 | $7.2M |
| Mittelman Wealth Management | 6.38% | Add +1.7% | 134,595 | $7.1M |
| Peapack Gladstone Financial Corp. | 0.10% | New | 134,224 | $7.0M |
| Creative Planning | 0.01% | Reduce -4.5% | 131,873 | $6.9M |
| Aspen Investment Management Inc | 3.09% | Add +2.1% | 127,642 | $6.7M |
| Checchi Capital Advisers, LLC | 0.46% | Reduce -2.4% | 123,728 | $6.5M |
| Destination Wealth Management | 0.20% | Add +7.3% | 120,340 | $6.3M |
| Bartlett & Co. Wealth Management LLC | 0.09% | Reduce -3.3% | 119,557 | $6.3M |
| D L Carlson Investment Group Inc. | 1.17% | Reduce -4.6% | 115,829 | $6.1M |
| Asio Capital, LLC | 1.17% | Reduce -0.7% | 114,900 | $6.0M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -19.0% | 114,392 | $6.0M |
| Darrow Company, Inc. | 3.35% | Add +2.9% | 114,300 | $6.0M |
| Wealthstar Advisors, LLC | 2.69% | Reduce -0.7% | 111,760 | $5.9M |
| Patriot Investment Management Group, Inc. | 0.44% | Add +3.5% | 111,336 | $5.8M |
| Hennion & Walsh Asset Management, Inc. | 0.26% | Add +2.3% | 110,546 | $5.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +0.1% | 109,382 | $5.7M |
| MV Capital Management, Inc. | 0.61% | Add +29.5% | 107,870 | $5.7M |
| Invera Wealth Advisors, LLC | 3.61% | New | 106,463 | $5.6M |
| Goelzer Investment Management, Inc. | 0.31% | Add +0.9% | 103,500 | $5.4M |
| Betterment LLC | 0.01% | Add +67.0% | 102,284 | $5.4M |
| HSBC Holdings PLC | 0.00% | Reduce -0.9% | 100,986 | $5.3M |
| Conning Inc. | 0.19% | New | 100,754 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +59.9% | 99,673 | $5.2M |
| Summit Wealth Group, LLC | 1.53% | Add +1.1% | 99,457 | $5.2M |
| Oppenheimer & Co. Inc. | 0.08% | Add +65.5% | 99,053 | $5.2M |
| Naples Global Advisors, LLC | 0.49% | Add +17.5% | 97,893 | $5.1M |
| FDx Advisors, Inc. | 1.67% | Reduce -5.0% | 97,847 | $5.1M |
| JB Capital LLC | 0.28% | Add +2.8% | 97,291 | $5.1M |
| Shelter Mutual Insurance Co | 1.23% | No change | 97,200 | $5.1M |
| One Wealth Map LLC | 3.39% | Reduce -3.1% | 98,926 | $5.1M |
| Retirement Financial Solutions, LLC | 1.96% | Add +20.1% | 95,635 | $5.0M |
| Peoples Bank | 3.21% | Reduce -0.4% | 93,262 | $4.9M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.74% | Add +1.1% | 92,140 | $4.8M |
| Farther Finance Advisors, LLC | 0.12% | Add +421.4% | 90,080 | $4.7M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +0.3% | 89,439 | $4.7M |
| Fisher Asset Management | 0.00% | Reduce -15.0% | 88,982 | $4.7M |
| LFA - Lugano Financial Advisors SA | 3.17% | Add +7.3% | 88,818 | $4.7M |
| Van Hulzen Asset Management, LLC | 0.43% | Reduce -1.2% | 88,646 | $4.7M |
| Veridan Wealth LLC | 2.10% | Add +2.1% | 88,535 | $4.6M |
| Old Mission Capital LLC | 0.09% | Add +765.5% | 87,975 | $4.6M |
| Prasad Wealth Partners, LLC | 1.49% | Add +5.2% | 87,069 | $4.6M |
| AMJ Financial Wealth Management | 1.35% | New | 85,576 | $4.5M |
| Breakwater Capital Group | 0.79% | Reduce -1.2% | 84,898 | $4.5M |
| City State Bank | 1.47% | Add +3.4% | 84,765 | $4.5M |
| CoreCap Advisors, LLC | 0.19% | Add +21.0% | 83,906 | $4.4M |
| Captrust Financial Advisors | 0.01% | Reduce 0.0% | 115,174 | $4.3M |
| Waverly Advisors, LLC | 0.05% | Add +3.2% | 81,770 | $4.3M |
| Freedom Investment Management, Inc. | 0.36% | Reduce -2.7% | 81,326 | $4.3M |
| Banco Santander, S.A. | 0.05% | Add +199.3% | 80,801 | $4.2M |
| SageView Advisory Group, LLC | 0.18% | Reduce -8.8% | 80,385 | $4.2M |
| Smith Salley Wealth Management | 0.27% | Add +0.9% | 79,847 | $4.2M |
| Transatlantique Private Wealth LLC | 1.67% | Add +10.1% | 79,482 | $4.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -13.2% | 77,488 | $4.1M |
| James Investment Research, Inc. | 0.51% | Reduce -1.1% | 76,350 | $4.0M |
| Strive Asset Management, LLC | 2.78% | Add +55.0% | 76,276 | $4.0M |
| Capstone Investment Advisors, LLC | 0.05% | New | 75,601 | $4.0M |
| Per Stirling Capital Management, LLC. | 0.56% | Add +20.6% | 74,359 | $3.9M |
| Stratos Investment Management, LLC | 0.21% | Add +4.7% | 73,934 | $3.9M |
| Wooster Corthell Wealth Management, Inc. | 0.79% | Reduce -0.7% | 73,683 | $3.9M |
| Center For Asset Management LLC | 2.35% | Add +22.8% | 73,109 | $3.8M |
| UMB Bank, n.a. | 0.06% | Reduce -7.4% | 72,633 | $3.8M |
| Kingsview Wealth Management, LLC | 0.07% | Add +3.3% | 71,025 | $3.7M |
| Forte Asset Management LLC | 1.86% | Reduce -5.5% | 70,355 | $3.7M |
| Meritage Portfolio Management | 0.24% | Reduce -7.3% | 70,159 | $3.7M |
| Independent Financial Group, LLC | 0.12% | Add +2.8% | 68,657 | $3.6M |
| Agate Pass Investment Management, LLC | 1.50% | Add +3.3% | 66,952 | $3.5M |
| Smartleaf Asset Management LLC | 0.34% | Add +41.8% | 66,860 | $3.5M |
| Becker Capital Management Inc. | 0.11% | Add +0.2% | 66,203 | $3.5M |
| Manhattan West Asset Management, LLC | 0.88% | Reduce -43.7% | 65,951 | $3.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -62.7% | 65,344 | $3.4M |
| Ackerman Capital Advisors, LLC | 0.90% | Add +0.8% | 64,614 | $3.4M |
| Flputnam Investment Management Co. | 0.06% | Reduce -65.1% | 64,087 | $3.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +37.5% | 63,685 | $3.3M |
| DMC Group, LLC | 2.72% | Add +1.2% | 63,620 | $3.3M |
| Enclave Advisors LLC | 0.56% | Reduce -29.8% | 62,725 | $3.3M |
| Chesley Taft & Associates LLC | 0.16% | Reduce -1.3% | 61,473 | $3.2M |
| SWS Partners | 1.04% | Reduce -1.8% | 60,334 | $3.2M |
| Financial Advocates Investment Management | 0.22% | Reduce -46.1% | 59,447 | $3.1M |
| Revisor Wealth Management LLC | 1.39% | Add +21.1% | 59,312 | $3.1M |
| AMG National Trust Bank | 0.09% | Add +2.0% | 59,130 | $3.1M |
| RiverFront Investment Group, LLC | 0.07% | Add +310.4% | 59,062 | $3.1M |
| SCS Capital Management LLC | 0.04% | New | 58,930 | $3.1M |
| Blue Trust, Inc. | 0.04% | Reduce -1.1% | 58,264 | $3.1M |
| Advisory Research Inc. | 0.53% | No change | 57,761 | $3.0M |
| Burns Matteson Capital Management, LLC | 1.57% | Add +73.9% | 55,380 | $2.9M |
| Ritholtz Wealth Management | 0.08% | New | 53,980 | $2.8M |
| Pilgrim Partners Asia Pte Ltd | 2.57% | Add +71.1% | 51,630 | $2.7M |
| Wilmington Savings Fund Society, FSB | 0.05% | No change | 51,195 | $2.7M |
| Davis R M Inc. | 0.05% | Reduce -9.3% | 51,192 | $2.7M |
| Great Diamond Partners, LLC | 0.71% | Add +2.1% | 49,390 | $2.6M |
| Natixis Advisors, LLC | 0.00% | Add +177.7% | 49,010 | $2.6M |
| AmeriServ Wealth Advisors | 1.47% | Reduce -2.1% | 48,493 | $2.5M |
| Phillips Financial Management, LLC | 0.20% | Reduce -3.1% | 48,461 | $2.5M |
| Lido Advisors, LLC | 0.02% | Reduce -24.1% | 48,097 | $2.5M |
| Busey Bank | 0.08% | Reduce -3.0% | 47,299 | $2.5M |
| TAGStone Capital, Inc. | 1.19% | Add +30.6% | 46,036 | $2.4M |
| Forza Wealth Management, LLC | 1.09% | Reduce -0.4% | 45,975 | $2.4M |
| Courage Miller Partners, LLC | 0.81% | No change | 45,704 | $2.4M |
| Interactive Financial Advisors, Inc. | 1.22% | Reduce -0.0% | 44,079 | $2.3M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +69.5% | 42,700 | $2.2M |
| Absolute Capital Management, LLC | 1.29% | Reduce -11.2% | 42,404 | $2.2M |
| Herold Advisors, Inc. | 0.49% | Add +110.9% | 42,362 | $2.2M |
| TFB Advisors LLC | 0.62% | Add +29.8% | 41,111 | $2.2M |
| Market Street Wealth Management Advisors LLC | 0.37% | Reduce -2.5% | 40,947 | $2.2M |
| Private Wealth Management Group, LLC | 0.79% | Add +41.8% | 40,566 | $2.1M |
| Bridgewater Advisors Inc. | 0.18% | Reduce -19.1% | 40,313 | $2.1M |
| Crux Wealth Advisors | 1.09% | Add +14.7% | 39,921 | $2.1M |
| Ballentine Partners, LLC | 0.04% | Reduce -1.2% | 39,777 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.19% | Add +31.2% | 39,204 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +190.5% | 38,739 | $2.0M |
| Montecito Bank & Trust | 0.36% | Add +4.0% | 38,343 | $2.0M |
| Israel Discount Bank of New York | 1.51% | Reduce -30.7% | 37,425 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +10.7% | 37,327 | $2.0M |
| Eagle Global Advisors LLC | 0.08% | Add +2.7% | 36,846 | $1.9M |
| IHT Wealth Management, LLC | 0.06% | Reduce -1.1% | 36,629 | $1.9M |
| Composition Wealth, LLC | 0.04% | Reduce -1.2% | 36,545 | $1.9M |
| Strategic Investment Advisors / MI | 0.20% | Reduce -1.0% | 36,378 | $1.9M |
| Bigelow Investment Advisors, LLC | 0.90% | Add +6.7% | 36,119 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +3.4% | 36,031 | $1.9M |
| Castleark Management LLC | 0.06% | Reduce -83.3% | 34,964 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +30.6% | 33,134 | $1.7M |
| Pinnacle Family Advisors, LLC | 0.94% | Reduce -0.6% | 33,074 | $1.7M |
| Calamos Wealth Management LLC | 0.09% | Reduce -35.4% | 32,852 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -5.3% | 32,564 | $1.7M |
| Park Place Capital Corp | 0.45% | Reduce -14.8% | 31,777 | $1.7M |
| Grey Ledge Advisors, LLC | 0.44% | Reduce -7.0% | 31,764 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Add +4.6% | 30,954 | $1.6M |
| Archvest Wealth Advisors, Inc. | 1.33% | Add +1.3% | 30,713 | $1.6M |
| Capital Analysts, LLC | 0.06% | Reduce -0.8% | 30,516 | $1.6M |
| Endurance Services Ltd | 0.30% | No change | 30,492 | $1.6M |
| Edmond DE Rothschild Holding S.A. | 0.03% | Add +15.1% | 30,454 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -27.3% | 30,246 | $1.6M |
| PKS Advisory Services, LLC | 0.43% | Add +41.0% | 30,175 | $1.6M |
| Whittier Trust Co. | 0.02% | Reduce -10.9% | 29,854 | $1.6M |
| Barclays PLC | 0.00% | Add +20.5% | 29,750 | $1.6M |
| Capital Investment Counsel, LLC | 0.25% | Add +4.0% | 28,570 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -31.1% | 28,524 | $1.5M |
| Renasant Bank | 0.99% | Reduce -15.2% | 28,516 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +1.5% | 27,653 | $1.5M |
| ETF Portfolio Partners, Inc. | 0.43% | Reduce -1.6% | 27,011 | $1.4M |
| WESPAC Advisors, LLC | 1.13% | Add +298.2% | 26,448 | $1.4M |
| Holistic Financial Partners | 0.66% | Reduce -9.3% | 26,112 | $1.4M |
| Mgo One Seven LLC | 0.05% | Reduce -76.5% | 25,940 | $1.4M |
| Charles Schwab Trust Co | 0.11% | Add +415.6% | 25,887 | $1.4M |
| Diversified Portfolios, Inc. | 0.14% | Reduce -11.2% | 25,651 | $1.3M |
| Squire Investment Management Company, LLC | 0.52% | Add +22.1% | 23,970 | $1.3M |
| Stelac Advisory Services LLC | 0.52% | No change | 23,897 | $1.3M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | Reduce -8.5% | 23,669 | $1.2M |
| Boltwood Capital Management | 0.37% | Reduce -0.1% | 23,445 | $1.2M |
| Parsons Capital Management Inc. | 0.07% | Add +1.2% | 23,181 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Reduce -3.0% | 23,117 | $1.2M |
| Northwest Capital Management Inc | 0.49% | Reduce -1.1% | 22,934 | $1.2M |
| F/m Investments LLC | 0.05% | Add +7.0% | 22,866 | $1.2M |
| Hilltop Holdings Inc. | 0.08% | Add +3.5% | 22,688 | $1.2M |
| Two Sigma Securities, LLC | 0.18% | New | 22,536 | $1.2M |
| Texas Bank & Trust Co | 0.50% | Add +7.2% | 22,411 | $1.2M |
| Hexagon Capital Partners LLC | 0.22% | Add +4.0% | 22,384 | $1.2M |
| Brown Financial Advisors | 0.48% | Reduce -70.3% | 22,369 | $1.2M |
| Optivise Advisory Services LLC | 0.66% | No change | 22,301 | $1.2M |
| Hudson Portfolio Management LLC | 1.12% | Reduce -1.3% | 22,290 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -5.5% | 22,387 | $1.2M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -4.2% | 22,174 | $1.2M |
| Royal Fund Management, LLC | 0.14% | Add +69.6% | 21,998 | $1.2M |
| Voya Financial Advisors, Inc. | 0.12% | Reduce -39.9% | 21,563 | $1.1M |
| Columbus Macro, LLC | 0.15% | Reduce -1.2% | 21,208 | $1.1M |
| Planwiser Financial, LLC | 1.00% | — | 21,245 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -19.0% | 21,056 | $1.1M |
| Sage Advisory Services, Ltd.Co. | 0.65% | Reduce -10.5% | 21,030 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +0.1% | 20,936 | $1.1M |
| Legacy Capital Group California, Inc. | 0.38% | Add +44.9% | 20,821 | $1.1M |
| HUB Investment Partners, LLC | 0.04% | Add +0.7% | 20,729 | $1.1M |
| United Advisor Group, LLC | 0.22% | Add +18.9% | 20,560 | $1.1M |
| Valtrion Capital Management, LLC | 1.45% | Reduce -1.3% | 20,530 | $1.1M |
| Wambolt & Associates, LLC | 0.36% | Reduce -3.5% | 20,124 | $1.1M |
| Choreo, LLC | 0.02% | Reduce -14.1% | 20,039 | $1.1M |
| Allianz Investment Management U.S. LLC | 0.06% | No change | 19,597 | $1.0M |
| Peddock Capital Advisors, LLC | 0.26% | Reduce -8.9% | 19,248 | $1.0M |
| Cerity Partners LLC | 0.00% | Reduce -1.9% | 19,175 | $1.0M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -39.6% | 19,053 | $1.0M |
| Tiemann Investment Advisors, LLC | 0.45% | Reduce -6.9% | 18,960 | $996K |
| RFG Advisory, LLC | 0.03% | New | 18,890 | $992K |
| Trivium Point Advisory, LLC | 0.12% | Reduce -1.1% | 18,781 | $986K |
| Diversify Advisory Services, LLC | 0.06% | Add +6.2% | 18,706 | $983K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +15.5% | 18,623 | $978K |
| Savant Capital, LLC | 0.01% | Reduce -20.2% | 18,619 | $978K |
| 4J Wealth Management LLC | 0.77% | Reduce -2.3% | 18,489 | $971K |
| Transform Wealth, LLC | 0.06% | Add +22.5% | 18,027 | $947K |
| Susquehanna International Group, LLP | 0.00% | New | 17,922 | $941K |
| Hobbs Group Advisors, LLC | 0.36% | Reduce -1.4% | 17,886 | $939K |
| Wescott Financial Advisory Group, LLC | 0.10% | Add +0.1% | 17,635 | $926K |
| Tilia Fiduciary Partners, Inc. | 0.60% | Add +2.5% | 17,102 | $898K |
| Horizon Investment Services, LLC | 0.43% | Reduce -0.1% | 16,943 | $890K |
| Beacon Bridge Wealth Partners, LLC | 0.38% | No change | 16,846 | $885K |
| Hengehold Capital Management LLC | 0.08% | Reduce -3.2% | 16,533 | $868K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -6.9% | 16,463 | $865K |
| StoneX Group Inc. | 0.05% | Reduce -2.0% | 16,274 | $855K |
| Panoramic Capital Partners, LLC | 0.87% | No change | 16,525 | $848K |
| HM Payson & Co. | 0.01% | No change | 16,000 | $840K |
| Paladin Wealth, LLC | 0.75% | Reduce -72.3% | 15,808 | $830K |
| YHB Investment Advisors, Inc. | 0.07% | Add +14.3% | 15,781 | $829K |
| Independent Advisor Alliance | 0.03% | Reduce -72.7% | 15,712 | $825K |
| Synovus Financial Corp. | 0.01% | No change | 15,706 | $825K |
| SWP Financial LLC | 0.49% | Reduce -12.8% | 15,270 | $802K |
| Proficio Capital Partners LLC | 0.06% | New | 15,100 | $793K |
| Destiny Capital Corp | 0.54% | Reduce -89.4% | 15,061 | $791K |
| Axis Wealth Partners, LLC | 0.57% | New | 14,787 | $777K |
| Brookstone Capital Management | 0.01% | Reduce -9.7% | 14,766 | $776K |
| Arete Wealth Advisors, LLC | 0.06% | New | 14,298 | $751K |
| Brucke Financial, Inc. | 0.65% | Add +1.2% | 14,287 | $750K |
| Vicus Capital | 0.07% | Add +5.4% | 14,105 | $741K |
| My Legacy Advisors, LLC | 0.29% | Reduce -7.5% | 14,099 | $741K |
| Mitchell Sinkler & Starr | 0.21% | No change | 14,021 | $736K |
| Duncker Streett & Co. Inc. | 0.15% | Add +11.1% | 13,942 | $732K |
| Adams Wealth Management | 0.14% | Reduce -6.2% | 13,930 | $732K |
| CacheTech Inc. | 0.14% | Reduce -6.2% | 13,930 | $732K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +2268.9% | 13,929 | $731K |
| Cumberland Partners Ltd | 0.06% | Add +23.1% | 13,905 | $730K |
| Prossimo Advisors, LLC | 0.55% | Add +16.5% | 13,846 | $727K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +12.6% | 13,653 | $717K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -81.7% | 13,446 | $706K |
| Paces Ferry Wealth Advisors, LLC | 0.35% | Add +9.8% | 13,334 | $700K |
| Equita Financial Network, Inc. | 0.24% | Reduce -6.7% | 13,313 | $699K |
| Courier Capital LLC | 0.04% | Reduce -13.1% | 13,064 | $686K |
| Flagstar Securities, Inc. | 0.17% | Add +0.4% | 12,919 | $678K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.9% | 12,546 | $659K |
| JPL Wealth Management, LLC | 0.19% | Add +26.1% | 12,477 | $655K |
| OneAscent Financial Services LLC | 0.04% | Add +4.2% | 12,458 | $654K |
| Keel Point, LLC | 0.05% | Reduce -1.2% | 12,388 | $651K |
| Hoxton Planning & Management, LLC | 0.25% | Reduce -1.5% | 12,313 | $647K |
| GFI Investment Counsel Ltd. | 0.07% | No change | 11,984 | $629K |
| Fifth Third Securities, Inc. | 0.05% | Add +32.8% | 11,890 | $624K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | No change | 11,855 | $623K |
| First Horizon Advisors, Inc. | 0.02% | Add +2.3% | 11,615 | $610K |
| CWA Asset Management Group, LLC | 0.03% | Add +49.2% | 11,543 | $606K |
| Sunbelt Securities, Inc. | 0.05% | Add +207.6% | 11,534 | $606K |
| Focus Partners Wealth | 0.00% | Reduce -10.4% | 11,331 | $595K |
| Fortis Capital Management LLC | 0.12% | Add +0.8% | 11,309 | $594K |
| NTV Asset Management LLC | 0.08% | Reduce -8.2% | 11,197 | $588K |
| Bangor Savings Bank | 0.05% | Reduce -32.6% | 11,022 | $579K |
| Full Sail Capital, LLC | 0.04% | Add +0.3% | 11,009 | $578K |
| Simmons Bank | 0.04% | Reduce -0.2% | 10,686 | $561K |
| Equitable Holdings, Inc. | 0.01% | Add +56.9% | 10,630 | $558K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -6.5% | 10,638 | $558K |
| &partners | 0.01% | Reduce -8.2% | 10,476 | $549K |
| FOCUS Wealth Advisors, LLC | 0.30% | No change | 10,434 | $548K |
| Lineweaver Wealth Advisors, LLC | 0.09% | Reduce -4.4% | 10,377 | $545K |
| Bingham Private Wealth, LLC | 0.56% | Reduce -0.9% | 10,303 | $541K |
| Vantage Financial Partners, LLC | 0.13% | Reduce -15.1% | 10,273 | $540K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +49.4% | 10,262 | $539K |
| Avior Wealth Management, LLC | 0.02% | Add +22.9% | 10,224 | $537K |
| Wedbush Securities Inc. | 0.02% | Add +14.8% | 9,992 | $525K |
| Bourgeon Capital Management LLC | 0.11% | Add +23.6% | 9,855 | $518K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -17.5% | 9,850 | $517K |
| Axxcess Wealth Management, LLC | 0.01% | Add +118.5% | 9,794 | $514K |
| Mattson Financial Services, LLC | 0.15% | Reduce -83.5% | 9,684 | $509K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.6% | 9,512 | $500K |
| Hilltop Partners LLC | 0.17% | Reduce -8.9% | 9,492 | $499K |
| Private Trust Co. NA | 0.05% | Add +7.5% | 9,464 | $497K |
| Geneos Wealth Management Inc. | 0.02% | Add +205.2% | 9,407 | $494K |
| Verdence Capital Advisors LLC | 0.04% | Add +2.5% | 9,343 | $491K |
| Wealth Advisory Solutions, LLC | 0.13% | Reduce -0.9% | 9,184 | $482K |
| KPP Advisory Services LLC | 0.09% | Add +0.7% | 9,024 | $474K |
| Bellecapital International Ltd. | 0.09% | Add +8.3% | 8,936 | $469K |
| Transcendent Capital Group LLC | 0.26% | Add +0.1% | 8,761 | $460K |
| Omega Financial Group, LLC | 0.18% | Add +2.0% | 8,745 | $459K |
| Channel Wealth LLC | 0.14% | Reduce -1.0% | 8,745 | $459K |
| Regal Investment Advisors LLC | 0.04% | Reduce -41.6% | 8,702 | $457K |
| Stokes Family Office, LLC | 0.05% | Reduce -3.4% | 8,693 | $457K |
| Argent Trust Co | 0.02% | Add +0.9% | 8,634 | $453K |
| Quotient Wealth Partners, LLC | 0.01% | No change | 8,592 | $451K |
| Seed Wealth Management, Inc. | 0.37% | No change | 8,580 | $451K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.3% | 8,576 | $450K |
| Sawgrass Asset Management LLC | 0.05% | No change | 8,479 | $445K |
| Arkadios Wealth Advisors | 0.02% | Reduce -2.5% | 8,333 | $438K |
| GTS Securities LLC | 0.02% | Reduce -38.5% | 8,281 | $435K |
| Ceeto Capital Group, LLC | 0.16% | No change | 8,000 | $420K |
| Rinkey Investments | 0.13% | New | 7,966 | $418K |
| BLKBRD Asset Management, LP | 0.50% | New | 7,786 | $409K |
| Pictet Asset Management Holding SA | 0.00% | No change | 7,700 | $404K |
| Exchange Bank | 0.33% | New | 7,672 | $403K |
| Evolution Wealth Advisors, LLC | 0.07% | No change | 7,615 | $400K |
| Parkside Financial Bank & Trust | 0.05% | No change | 7,463 | $392K |
| Wynn Capital, LLC | 0.23% | No change | 7,400 | $389K |
| Sheets Smith Wealth Management | 0.05% | Reduce -7.2% | 7,400 | $389K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.0% | 7,396 | $388K |
| Meridian Financial Advisors, LLC | 0.27% | Reduce -31.3% | 7,344 | $386K |
| Country Club Bank | 0.03% | Reduce -15.6% | 7,331 | $384K |
| Summit Financial, LLC | 0.01% | New | 7,156 | $376K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.2% | 7,099 | $373K |
| Ancora Advisors LLC | 0.01% | Reduce -12.3% | 7,086 | $372K |
| Promethium Advisors,llc | 0.24% | Reduce -14.3% | 7,051 | $370K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 6,829 | $367K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 6,953 | $365K |
| Sowell Financial Services LLC | 0.02% | New | 6,872 | $361K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -0.1% | 6,682 | $351K |
| Commerce Bank | 0.00% | Reduce -7.2% | 6,675 | $351K |
| Tiaa Trust, National Association | 0.00% | No change | 6,611 | $347K |
| FC Advisory LLC | 0.12% | Add +0.6% | 6,603 | $347K |
| Ascent Group, LLC | 0.01% | Add +49.9% | 6,588 | $346K |
| Hofer & Associates. Inc | 0.23% | Add +0.9% | 6,579 | $346K |
| RMR Capital Management, LLC | 0.25% | Add +0.8% | 6,527 | $343K |
| BSW Wealth Partners | 0.05% | No change | 6,500 | $341K |
| Paragon Capital Management Ltd | 0.07% | No change | 6,482 | $340K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.2% | 6,453 | $339K |
| NBT Bank, N.A. | 0.02% | Reduce -6.2% | 6,382 | $335K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 6,341 | $333K |
| Florida Trust Wealth Management Co | 0.01% | No change | 6,200 | $326K |
| Heartwood Wealth Advisors LLC | 0.04% | New | 6,172 | $324K |
| Investment Partners, LTD. | 0.13% | Reduce -28.3% | 6,000 | $315K |
| SIMA Wealth Partners, LLC | 0.26% | Reduce -0.5% | 5,999 | $315K |
| Obermeyer Wealth Partners | 0.02% | No change | 5,960 | $313K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -0.3% | 5,947 | $312K |
| BTG Pactual Asset Management US LLC | 0.04% | No change | 5,942 | $312K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -33.6% | 5,900 | $310K |
| Merit Financial Group, LLC | 0.00% | New | 5,866 | $308K |
| Pettyjohn, Wood & White, Inc. | 0.06% | Reduce -5.0% | 5,650 | $297K |
| Townsquare Capital LLC | 0.00% | New | 5,577 | $293K |
| Stephens Group Asset Management, LLC | 0.02% | Reduce -29.1% | 5,481 | $288K |
| Seaside Wealth Management, Inc. | 0.10% | No change | 5,444 | $286K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +9.3% | 5,402 | $284K |
| Genesis Wealth Advisors, LLC | 0.23% | No change | 5,373 | $282K |
| RiverGlades Family Offices LLC | 0.20% | No change | 5,325 | $280K |
| NewSquare Capital LLC | 0.02% | Reduce -98.3% | 5,318 | $279K |
| Crown Wealth Group, LLC | 0.14% | New | 5,300 | $278K |
| Rossby Financial, LCC | 0.12% | Reduce -0.6% | 5,291 | $277K |
| Verus Capital Partners, LLC | 0.03% | Add +2.2% | 5,218 | $274K |
| AE Wealth Management LLC | 0.00% | Add +15.0% | 5,193 | $273K |
| Evanson Asset Management, LLC | 0.02% | No change | 5,102 | $268K |
| Leavell Investment Management, Inc. | 0.01% | Add +0.9% | 5,095 | $268K |
| Regions Financial Corp. | 0.00% | Add +0.3% | 5,094 | $268K |
| Atlas Legacy Advisors, LLC | 0.07% | Reduce -2.1% | 5,089 | $267K |
| Tyler-Stone Wealth Management | 0.05% | No change | 5,084 | $267K |
| Lee Financial Co | 0.04% | Reduce -5.6% | 4,950 | $260K |
| Meridian Management Co. | 0.08% | Reduce -12.8% | 4,929 | $259K |
| Rede Wealth, LLC | 0.09% | Reduce -1.7% | 4,910 | $258K |
| Beacon Bank & Trust | 0.06% | No change | 4,867 | $256K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -1.6% | 4,826 | $254K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -9.3% | 4,766 | $250K |
| Brady Family Wealth, LLC | 0.08% | Reduce -1.1% | 4,765 | $250K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.4% | 4,719 | $248K |
| Inman Jager Wealth Management, LLC | 0.19% | Add +9.7% | 4,709 | $247K |
| City National Bank of Florida | 0.22% | No change | 4,679 | $246K |
| Simplicity Wealth,LLC | 0.02% | No change | 4,679 | $246K |
| Citadel Advisors | 0.00% | Reduce -96.2% | 4,646 | $244K |
| Fiduciary Alliance LLC | 0.02% | Reduce -0.3% | 4,631 | $243K |
| Panoramic Investment Advisors, LLC | 0.16% | Add +0.6% | 4,618 | $243K |
| Apriem Advisors | 0.03% | Reduce -6.1% | 4,605 | $242K |
| CW Advisors, LLC | 0.00% | Reduce -11.0% | 4,600 | $242K |
| FineMark National Bank & Trust | 0.01% | New | 4,565 | $240K |
| Csenge Advisory Group | 0.01% | New | 4,583 | $238K |
| Gradient Capital Advisors, LLC | 0.08% | No change | 4,518 | $237K |
| XTX Topco Ltd | 0.01% | Reduce -41.5% | 4,495 | $236K |
| Braun-Bostich & Associates Inc. | 0.17% | Add +6.8% | 4,447 | $234K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -25.5% | 4,443 | $233K |
| Apella Capital, LLC | 0.01% | Add +1.3% | 4,490 | $232K |
| Sandy Spring Bank | 0.01% | Reduce -53.7% | 4,392 | $231K |
| New World Advisors LLC | 0.05% | Add +0.8% | 4,320 | $227K |
| Ledyard National Bank | 0.02% | Reduce -12.8% | 4,259 | $224K |
| Vista Investment Management | 0.09% | No change | 4,252 | $223K |
| Farrell Financial LLC | 0.16% | Add +0.5% | 4,209 | $221K |
| Trilogy Capital Inc. | 0.01% | No change | 4,183 | $220K |
| Centennial Bank | 0.10% | Add +12.1% | 4,113 | $216K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 4,105 | $216K |
| AlphaCore Capital LLC | 0.02% | New | 4,098 | $215K |
| Ellenbecker Investment Group | 0.04% | Add +0.8% | 4,074 | $214K |
| Tme Financial, Inc. | 0.19% | Add +1.3% | 4,064 | $213K |
| Capital Investment Advisors, LLC | 0.00% | Add +2.9% | 4,048 | $213K |
| Integrated Investment Consultants, LLC | 0.04% | New | 4,036 | $212K |
| Lutz Financial Services LLC | 0.02% | No change | 4,007 | $210K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 4,005 | $210K |
| Sandhill Capital Partners LLC | 0.02% | New | 3,995 | $210K |
| MainStreet Investment Advisors LLC | 0.03% | No change | 3,905 | $205K |
| Wincap Financial LLC | 0.19% | New | 3,830 | $201K |
| Running Point Capital Advisors, LLC | 0.06% | No change | 3,689 | $194K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.2% | 3,676 | $193K |
| Webster Bank, N. A. | 0.02% | No change | 3,584 | $188K |
| TCTC Holdings, LLC | 0.01% | Add +73.0% | 3,552 | $187K |
| Paladin Advisory Group, LLC | 0.15% | Reduce -3.3% | 3,468 | $182K |
| Bellwether Advisors, LLC | 0.04% | No change | 3,441 | $181K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 3,273 | $172K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 3,270 | $172K |
| TD Capital Management LLC | 0.02% | Add +0.5% | 3,223 | $169K |
| CNB Bank | 0.09% | No change | 3,211 | $169K |
| Principal Securities, Inc. | 0.00% | No change | 3,194 | $165K |
| Parallel Advisors, LLC | 0.00% | Add +11.0% | 3,035 | $159K |
| Albion Financial Group | 0.01% | No change | 2,817 | $148K |
| Sachetta, LLC | 0.06% | Add +0.3% | 2,565 | $135K |
| Harbour Investments, Inc. | 0.00% | Add +0.5% | 2,515 | $132K |
| Morton Brown Family Wealth, LLC | 0.04% | No change | 2,486 | $131K |
| Rialto Wealth Management, LLC | 0.04% | No change | 2,469 | $130K |
| Blair William & Co. | 0.00% | Add +36.3% | 2,425 | $127K |
| Lanark Financial, Inc. | 0.01% | — | 2,324 | $122K |
| Hanson & Doremus Investment Management | 0.02% | No change | 2,281 | $120K |
| IFP Advisors, Inc | 0.00% | Add +57.3% | 2,111 | $111K |
| Spire Wealth Management | 0.00% | No change | 2,089 | $110K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 1,821 | $96K |
| Realta Investment Advisors | 0.04% | Add +20.1% | 1,772 | $93K |
| CENTRAL TRUST Co | 0.00% | Add +14.9% | 1,715 | $90K |
| Signature Resources Capital Management, LLC | 0.08% | No change | 1,664 | $87K |
| General Partner, Inc. | 0.06% | No change | 1,660 | $87K |
| Fifth Third Bancorp | 0.00% | Add +232.0% | 1,660 | $87K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 1,470 | $77K |
| Eastern Bank | 0.00% | No change | 1,392 | $73K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +190.2% | 1,329 | $70K |
| Silver Oak Securities, Incorporated | 0.01% | Add +96.8% | 1,250 | $66K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,243 | $65K |
| Y.D. More Investments Ltd | 0.01% | New | 1,200 | $63K |
| CVA Family Office, LLC | 0.01% | No change | 1,196 | $63K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,217 | $63K |
| Hemington Wealth Management | 0.01% | No change | 1,149 | $60K |
| Integrity Financial Corp | 0.03% | New | 1,102 | $58K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.2% | 1,100 | $58K |
| Garrison Bradford & Associates Inc. | 0.05% | New | 800 | $42K |
| Mechanics Financial Corp | 0.02% | No change | 764 | $40K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.1% | 758 | $40K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 690 | $36K |
| Coldstream Capital Management Inc. | 0.00% | New | 653 | $34K |
| AllSquare Wealth Management LLC | 0.02% | No change | 650 | $34K |
| Transce3nd, LLC | 0.01% | Reduce -31.1% | 640 | $34K |
| JCIC Asset Management Inc. | 0.01% | No change | 620 | $33K |
| Founders Financial Alliance, LLC | 0.01% | Add +177.7% | 611 | $32K |
| GeoWealth Management, LLC | 0.00% | Add +0.5% | 601 | $32K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 600 | $32K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 570 | $30K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.2% | 548 | $29K |
| Creative Financial Designs Inc. | 0.00% | Add +1162.8% | 543 | $29K |
| Montag A & Associates Inc. | 0.00% | Reduce -6.9% | 515 | $27K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 510 | $27K |
| Keystone Financial Group, Inc. | 0.02% | Reduce -14.7% | 494 | $26K |
| Community Bank, N.A. | 0.00% | No change | 468 | $25K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -5.1% | 463 | $24K |
| Rothschild Investment LLC | 0.00% | No change | 455 | $24K |
| Union Savings Bank | 0.01% | No change | 450 | $24K |
| EPG Wealth Management LLC | 0.01% | Reduce -32.1% | 440 | $23K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 440 | $23K |
| Crews Bank & Trust | 0.00% | No change | 406 | $21K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -29.3% | 387 | $20K |
| Noble Wealth Management PBC | 0.01% | Reduce -3.8% | 385 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -67.2% | 380 | $20K |
| Friedenthal Financial | 0.01% | Add +1.7% | 365 | $19K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 364 | $19K |
| Colonial Trust Advisors | 0.00% | No change | 330 | $17K |
| Aventura Private Wealth, LLC | 0.01% | No change | 322 | $17K |
| Continuum Advisory, LLC | 0.00% | Add +364.6% | 302 | $16K |
| Dunhill Financial, LLC | 0.01% | New | 128 | $15K |
| Arax Advisory Partners | 0.00% | New | 232 | $12K |
| Headlands Technologies LLC | 0.00% | Reduce -64.9% | 215 | $11K |
| Bokf, NA | 0.00% | Reduce -53.7% | 200 | $11K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -7.3% | 191 | $10K |
| Key Financial Inc | 0.00% | No change | 183 | $10K |
| 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 +0.6% | 166 | $9K |
| Sound Income Strategies, LLC | 0.00% | Reduce -82.3% | 158 | $8K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 155 | $8K |
| Ameriflex Group, Inc. | 0.00% | No change | 152 | $8K |
| Viewpoint Capital Management LLC | 0.00% | No change | 142 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 142 | $7K |
| PSI Advisors, LLC | 0.00% | Reduce -31.2% | 141 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 132 | $7K |
| Investors Research Corp | 0.00% | No change | 120 | $6K |
| St Germain D J Co. Inc. | 0.00% | New | 115 | $6K |
| Beacon Capital Management, LLC | 0.00% | Add +0.9% | 111 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 108 | $6K |
| Graybill Wealth Management, LTD. | 0.00% | — | 105 | $6K |
| LRI Investments, LLC | 0.00% | New | 105 | $6K |
| Costello Asset Management, INC | 0.00% | New | 100 | $5K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 99 | $5K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 96 | $5K |
| Stephens Consulting, LLC | 0.00% | No change | 96 | $5K |
| Salem Investment Counselors Inc. | 0.00% | No change | 92 | $5K |
| Clearstead Advisors, LLC | 0.00% | No change | 90 | $5K |
| Archer Investment Corp | 0.00% | Add +1.2% | 85 | $4K |
| Tucker Asset Management LLC | 0.00% | Reduce -56.7% | 65 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 64 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -3.2% | 60 | $3K |
| Keystone Global Partners, LLC | 0.00% | — | 56 | $3K |
| Centricity Wealth Management, LLC | 0.00% | Add +58.8% | 54 | $3K |
| Garde Capital, Inc. | 0.00% | New | 48 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 42 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 32 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -54.4% | 26 | $1K |
| Horizon Investments, LLC | 0.00% | No change | 25 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 21 | $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 | $841 |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 11 | $578 |
| Larson Financial Group LLC | 0.00% | No change | 11 | $578 |
| Darwin Wealth Management, LLC | 0.00% | No change | 7 | $360 |
| Cheviot Value Management, LLC | 0.00% | New | 2 | $104 |
"% 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.