iShares 5-10Y Inv GradeIGIBETF

13F holders, Q1 2025 (March 31)
627holders −3
47new positions
42sold out
3famous investors
$52.51avg. 13F price*

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

0200400600800 Q1 2024: 534Q1 2024Q2 2024: 560Q2 2024Q3 2024: 586Q3 2024Q4 2024: 630Q4 2024Q1 2025: 627Q1 2025Q2 2025: 651Q2 2025Q3 2025: 668Q3 2025Q4 2025: 689Q4 2025Q1 2026: 709Q1 2026Q2 2026: 712Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions47$64.0M
Exits42$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.