iShares 5-10Y Inv GradeIGIBETF
13F holders, Q2 2025 (June 30)651holders +24
65new positions
44sold out
3famous investors
$53.28avg. 13F price*
At the end of Q2 2025, 651 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, up 24 from Q1 2025. 65 opened new positions and 44 sold out. The largest holders were Financial Engines Advisors L.L.C. ($3.1B), Charles Schwab Investment Management Inc. ($602.1M) and Northern Trust Corp. ($521.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $101.7M |
| Exits | 44 | $111.0M |
All 13F filers, Q1 2025 → Q2 2025: 12,567,328 shares bought and 14,369,905 shares sold, net −1,802,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 651 holders
| Financial Engines Advisors L.L.C. | 6.12% | Reduce -0.0% | 57,546,907 | $3.1B |
| Charles Schwab Investment Management Inc. | 0.10% | Add +10.2% | 11,299,041 | $602.1M |
| Northern Trust Corp. | 0.07% | Add +2.5% | 9,783,100 | $521.3M |
| Prudential PLC | 2.92% | Reduce -15.2% | 8,960,403 | $477.5M |
| Envestnet Asset Management Inc. | 0.11% | Add +13.6% | 6,787,930 | $361.7M |
| Assetmark, Inc. | 0.82% | Add +13.8% | 6,509,246 | $346.9M |
| BlackRock, Inc. | 0.01% | Reduce -0.3% | 5,723,942 | $305.0M |
| Morgan Stanley | 0.02% | Add +3.9% | 5,137,456 | $273.8M |
| Bank of America Corp. | 0.02% | Reduce -3.3% | 5,101,806 | $271.9M |
| One Capital Management, LLC | 8.36% | Reduce -0.8% | 4,525,841 | $241.2M |
| Wells Fargo & Company | 0.05% | Add +1.7% | 4,496,263 | $239.6M |
| Japan Science & Technology Agency | 3.72% | Reduce -11.2% | 4,400,000 | $234.5M |
| UBS Group AG | 0.04% | Add +2.4% | 3,843,880 | $204.8M |
| Ameriprise Financial Inc. | 0.05% | Reduce -0.9% | 3,831,224 | $204.0M |
| FMR LLC | 0.01% | Reduce -2.1% | 3,672,604 | $195.7M |
| Matson Money. Inc. | 6.11% | Reduce -0.5% | 3,308,904 | $176.3M |
| Royal Bank of Canada | 0.03% | Add +0.4% | 3,067,586 | $163.5M |
| Raymond James Financial Inc. | 0.05% | Add +0.3% | 2,811,164 | $149.8M |
| US Bancorp \de | 0.17% | Reduce -65.7% | 2,568,987 | $136.9M |
| Allstate Corp. | 9.67% | Reduce -16.6% | 2,519,799 | $134.3M |
| LPL Financial LLC | 0.04% | Add +27.7% | 2,435,500 | $129.8M |
| United Capital Financial Advisors, LLC | 0.85% | Reduce -4.2% | 1,968,621 | $104.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -9.2% | 1,966,377 | $104.8M |
| Bank of New York Mellon Corp | 0.02% | Add +79.8% | 1,923,610 | $102.5M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -5.7% | 1,884,812 | $100.4M |
| Acropolis Investment Management, LLC | 5.51% | Add +3.9% | 1,881,074 | $100.2M |
| Franklin Resources Inc. | 0.02% | Add +0.5% | 1,708,429 | $91.0M |
| Klaas Financial Asset Advisors, LLC | 13.13% | Add +1.5% | 1,557,206 | $83.0M |
| TD Private Client Wealth LLC | 1.90% | Add +12.3% | 1,449,210 | $77.2M |
| Stifel Financial Corp. | 0.07% | Reduce -0.1% | 1,446,486 | $77.1M |
| Greenwood Gearhart LLC | 4.76% | Reduce -8.7% | 1,429,872 | $76.2M |
| Manufacturers Life Insurance Company, The | 0.07% | Add +2.4% | 1,354,875 | $72.2M |
| Charter Oak Capital Management, LLC | 5.78% | Add +8.8% | 1,284,697 | $68.5M |
| Haverford Trust Co | 0.63% | Add +1.2% | 1,240,839 | $66.1M |
| Keybank National Association | 0.21% | Reduce -1.2% | 1,075,021 | $57.3M |
| Horizon Investments, LLC | 0.87% | Add +4158608.0% | 1,039,677 | $55.0M |
| Truist Financial Corp. | 0.08% | Reduce -3.4% | 987,226 | $52.6M |
| NorthCoast Asset Management LLC | 0.22% | Add +12.2% | 977,413 | $52.1M |
| Ally Invest Advisors Inc. | 3.99% | Add +1.5% | 960,549 | $51.2M |
| MAI Capital Management | 0.30% | Add +9.3% | 823,158 | $43.9M |
| Dakota Wealth Management | 0.92% | Add +32.9% | 817,563 | $43.6M |
| Jones Financial Companies LLLP | 0.03% | Add +22.6% | 782,378 | $41.5M |
| Dodds Wealth, LLC | 11.05% | Add +2.3% | 773,450 | $41.2M |
| Flagstone Financial Management | 10.80% | Add +7.0% | 706,836 | $37.7M |
| Cetera Investment Advisers | 0.06% | Add +50.2% | 703,614 | $37.5M |
| Osaic Holdings, Inc. | 0.07% | Add +106.3% | 694,046 | $36.8M |
| Mfa Wealth Advisors, LLC | 8.60% | Add +16.2% | 688,072 | $36.7M |
| State Farm Mutual Automobile Insurance Co. | 0.03% | No change | 680,000 | $36.2M |
| Commonwealth Equity Services, LLC | 0.05% | Add +20.1% | 665,740 | $35.5M |
| Bank of Montreal | 0.02% | Add +29.5% | 655,466 | $34.9M |
| Thoma Capital Management LLC | 20.85% | Add +8.1% | 614,627 | $32.8M |
| Wealthspire Retirement, LLC | 2.14% | New | 608,097 | $32.4M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -14.5% | 593,178 | $31.6M |
| ProVise Management Group, LLC | 2.38% | Reduce -1.2% | 565,571 | $30.1M |
| Fiduciary Trust Co | 0.36% | Add +4.3% | 556,464 | $29.7M |
| Schmidt P J Investment Management Inc. | 4.83% | Add +6.3% | 524,664 | $28.0M |
| Baird Financial Group, Inc. | 0.05% | Add +2.4% | 514,085 | $27.4M |
| Graypoint LLC | 1.44% | Add +0.0% | 479,821 | $25.6M |
| Hancock Whitney Corp. | 0.46% | Add +84.6% | 452,856 | $24.1M |
| Financial Partners Group, Inc | 3.29% | Add +1.7% | 447,138 | $23.8M |
| American Family Investments, Inc. | 1.24% | No change | 425,000 | $22.6M |
| GDS Wealth Management | 1.65% | Add +4.5% | 424,861 | $22.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +5.7% | 419,155 | $22.2M |
| Gradient Investments LLC | 0.40% | Reduce -1.6% | 406,825 | $21.7M |
| Syon Capital LLC | 1.35% | Reduce -2.9% | 382,140 | $20.4M |
| Avidian Wealth Enterprises, LLC | 0.80% | Add +5.3% | 371,222 | $19.8M |
| Birchbrook, Inc. | 10.57% | Add +4.3% | 370,151 | $19.7M |
| BCK Partners, Inc. | 11.35% | Add +0.9% | 362,951 | $19.3M |
| Ameliora Wealth Management Ltd. | 6.66% | Add +1.5% | 349,225 | $18.6M |
| Cyndeo Wealth Partners, LLC | 1.10% | Add +1.0% | 348,032 | $18.5M |
| DT Investment Partners, LLC | 1.65% | Reduce -0.1% | 344,877 | $18.4M |
| Legacy Financial Group LLC | 2.55% | Add +0.7% | 342,703 | $18.3M |
| Proffitt & Goodson Inc. | 2.76% | Reduce -4.0% | 339,969 | $18.1M |
| Summit Wealth Group, LLC | 4.65% | Add +241.3% | 339,449 | $18.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | No change | 337,281 | $18.0M |
| Capstone Investment Advisors, LLC | 0.18% | Add +342.9% | 334,801 | $17.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -25.9% | 323,000 | $17.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +22.2% | 317,082 | $16.9M |
| Black Diamond Financial, LLC | 2.62% | Reduce -8.1% | 316,785 | $16.9M |
| Arkansas Financial Group, Inc. | 2.58% | Reduce -2.2% | 311,453 | $16.6M |
| Deutsche Bank AG | 0.01% | No change | 310,445 | $16.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -69.7% | 308,357 | $16.4M |
| Roundview Capital LLC | 1.07% | Reduce -2.7% | 301,151 | $16.0M |
| Sigma Planning Corp | 0.48% | Reduce -1.3% | 297,594 | $15.9M |
| Prosperity Consulting Group, LLC | 1.15% | Add +5.9% | 296,539 | $15.8M |
| Madison Asset Management, LLC | 0.17% | New | 294,042 | $15.7M |
| Mariner, LLC | 0.02% | Add +3.5% | 291,576 | $15.5M |
| Advisors Capital Management, LLC | 0.21% | Add +16.2% | 289,783 | $15.4M |
| Capitolis Liquid Global Markets LLC | 0.11% | New | 289,300 | $15.4M |
| Avantax Advisory Services, Inc. | 0.08% | Add +4.8% | 274,755 | $14.6M |
| MML Investors Services, LLC | 0.04% | Reduce -6.0% | 273,676 | $14.6M |
| Bar Harbor Wealth Management | 0.92% | Reduce -2.3% | 269,312 | $14.4M |
| Galvin, Gaustad & Stein, LLC | 1.24% | Add +5.5% | 267,316 | $14.2M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -56.5% | 264,726 | $14.1M |
| Castleark Management LLC | 0.42% | Add +643.6% | 259,994 | $13.9M |
| Summit Wealth Partners, LLC | 2.59% | Reduce -0.8% | 254,896 | $13.6M |
| Cwm, LLC | 0.05% | Add +27.7% | 251,412 | $13.4M |
| Gunma Bank,Ltd. | 4.18% | No change | 240,000 | $12.8M |
| Comerica Bank | 0.05% | Reduce -2.9% | 236,567 | $12.6M |
| Anchor Capital Advisors LLC | 0.36% | Reduce -2.6% | 229,019 | $12.2M |
| D.A. Davidson & Co. | 0.08% | Add +20.6% | 220,713 | $11.8M |
| Prime Capital Investment Advisors, LLC | 0.15% | Reduce -67.2% | 213,669 | $11.4M |
| Lido Advisors, LLC | 0.06% | Add +336.9% | 210,130 | $11.2M |
| Bailard, Inc. | 0.25% | Add +16.3% | 204,185 | $10.9M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +13.6% | 199,945 | $10.7M |
| Caldwell Trust Co | 1.05% | Add +8.7% | 197,725 | $10.5M |
| Carl P. Sherr & Co., LLC | 5.22% | Reduce -2.9% | 193,663 | $10.3M |
| D L Carlson Investment Group Inc. | 1.87% | Add +66.4% | 192,752 | $10.3M |
| World Investment Advisors | 0.23% | Reduce -1.7% | 190,360 | $10.1M |
| Adapt Wealth Advisors, LLC | 4.52% | Add +2.6% | 189,796 | $10.1M |
| Mendota Financial Group, LLC | 9.56% | Add +9.5% | 189,718 | $10.1M |
| Phoenix Financial Ltd. | 0.13% | Reduce -0.9% | 189,222 | $10.1M |
| LaSalle St. Investment Advisors, LLC | 2.75% | Reduce -3.1% | 188,203 | $10.0M |
| WESPAC Advisors SoCal, LLC | 2.23% | Reduce -27.6% | 187,331 | $10.0M |
| Chicago Partners Investment Group LLC | 0.29% | Reduce -12.7% | 186,588 | $9.9M |
| Colton Groome Financial Advisors, LLC | 3.33% | Add +14.5% | 184,450 | $9.8M |
| Compound Planning, Inc. | 0.37% | Add +29.3% | 184,269 | $9.8M |
| Blue Fin Capital, Inc. | 1.65% | Add +4.6% | 181,330 | $9.7M |
| National Bank of Canada | 0.01% | Reduce -24.6% | 180,103 | $9.6M |
| Jmac Enterprises LLC | 2.05% | Add +11.4% | 179,868 | $9.6M |
| Modern Wealth Management, LLC | 0.23% | New | 178,163 | $9.5M |
| Semitam Bonam LLC | 8.90% | — | 177,329 | $9.4M |
| Asio Capital, LLC | 1.57% | Add +53.5% | 176,401 | $9.4M |
| TPG Financial Advisors, LLC | 3.72% | Add +16.7% | 174,474 | $9.3M |
| Mutual Advisors, LLC | 0.23% | Add +16.3% | 174,876 | $9.3M |
| Freestate Advisors LLC | 8.21% | Reduce -8.2% | 172,571 | $9.2M |
| Capital Insight Partners, LLC | 1.58% | Reduce -14.8% | 170,777 | $9.1M |
| AMJ Financial Wealth Management | 2.30% | Add +98.9% | 170,212 | $9.1M |
| Mittelman Wealth Management | 7.61% | Add +25.7% | 169,222 | $9.0M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -1.9% | 168,957 | $9.0M |
| Theory Financial LLC | 3.35% | Add +16.1% | 166,345 | $8.8M |
| Private Advisor Group, LLC | 0.05% | Add +2.7% | 164,007 | $8.7M |
| First Trust Advisors LP | 0.01% | Add +0.1% | 162,996 | $8.7M |
| Rebalance, LLC | 0.57% | Add +0.9% | 157,972 | $8.4M |
| DAVENPORT & Co LLC | 0.05% | Add +0.6% | 153,473 | $8.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -11.0% | 153,283 | $8.2M |
| Goldstone Financial Group, LLC | 1.06% | Reduce -24.1% | 151,139 | $8.0M |
| Susquehanna International Group, LLP | 0.01% | Add +726.5% | 148,120 | $7.9M |
| Creative Planning | 0.01% | Add +9.3% | 144,179 | $7.7M |
| Leuthold Group, LLC | 0.91% | Add +4.7% | 143,077 | $7.6M |
| Oppenheimer & Co. Inc. | 0.10% | Add +42.4% | 141,047 | $7.5M |
| NewEdge Advisors, LLC | 0.04% | Add +1.2% | 140,302 | $7.5M |
| Stephens Inc. | 0.10% | Reduce -1.8% | 137,881 | $7.3M |
| Citigroup Inc. | 0.01% | Reduce -3.9% | 135,422 | $7.2M |
| Aspen Investment Management Inc | 2.99% | Add +4.6% | 133,545 | $7.1M |
| Invera Wealth Advisors, LLC | 4.34% | Add +17.3% | 124,900 | $6.7M |
| Betterment LLC | 0.01% | Add +21.7% | 124,472 | $6.6M |
| Smith Salley Wealth Management | 0.38% | Add +55.8% | 124,363 | $6.6M |
| Bartlett & Co. Wealth Management LLC | 0.09% | Add +3.6% | 123,843 | $6.6M |
| Destination Wealth Management | 0.19% | Add +2.2% | 122,952 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +23.0% | 122,568 | $6.5M |
| Highline Wealth Partners LLC | 1.89% | Reduce -12.5% | 120,089 | $6.4M |
| Darrow Company, Inc. | 3.21% | Add +4.1% | 119,005 | $6.3M |
| Hennion & Walsh Asset Management, Inc. | 0.26% | Add +7.3% | 118,618 | $6.3M |
| Legal & General Group Plc | 0.00% | Reduce -69.5% | 109,958 | $5.8M |
| Patriot Investment Management Group, Inc. | 0.40% | Reduce -1.8% | 109,290 | $5.8M |
| MV Capital Management, Inc. | 0.59% | Add +0.6% | 108,489 | $5.8M |
| One Wealth Map LLC | 3.17% | Add +10.2% | 108,988 | $5.8M |
| Checchi Capital Advisers, LLC | 0.40% | Reduce -13.9% | 106,477 | $5.7M |
| JB Capital LLC | 0.27% | Add +8.8% | 105,852 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -3.9% | 105,168 | $5.6M |
| Goelzer Investment Management, Inc. | 0.31% | Add +1.3% | 104,828 | $5.6M |
| Naples Global Advisors, LLC | 0.47% | Add +4.0% | 101,795 | $5.4M |
| HSBC Holdings PLC | 0.00% | Add +0.7% | 101,660 | $5.4M |
| Conning Inc. | 0.19% | No change | 100,754 | $5.4M |
| Burns Matteson Capital Management, LLC | 2.58% | Add +80.7% | 100,087 | $5.3M |
| Farther Finance Advisors, LLC | 0.11% | Add +9.7% | 98,837 | $5.3M |
| Shelter Mutual Insurance Co | 1.20% | No change | 97,200 | $5.2M |
| Renaissance Technologies | 0.01% | Reduce -56.5% | 96,000 | $5.1M |
| Retirement Financial Solutions, LLC | 1.79% | Reduce -0.3% | 95,323 | $5.1M |
| Waverly Advisors, LLC | 0.06% | Add +15.3% | 94,285 | $5.0M |
| Empowered Funds, LLC | 0.06% | New | 93,977 | $5.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.85% | Add +1.0% | 93,038 | $5.0M |
| Van Hulzen Asset Management, LLC | 0.41% | Add +2.9% | 91,252 | $4.9M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -20.9% | 90,461 | $4.8M |
| CoreCap Advisors, LLC | 0.19% | Add +7.6% | 90,284 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +16.5% | 90,267 | $4.8M |
| LFA - Lugano Financial Advisors SA | 2.76% | Reduce -0.7% | 88,195 | $4.7M |
| Breakwater Capital Group | 0.75% | Add +1.9% | 86,526 | $4.6M |
| City State Bank | 1.44% | Add +1.6% | 86,115 | $4.6M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -4.6% | 85,361 | $4.5M |
| Prasad Wealth Partners, LLC | 1.32% | Reduce -2.6% | 84,813 | $4.5M |
| FDx Advisors, Inc. | 1.37% | Reduce -14.2% | 83,915 | $4.5M |
| Banco Santander, S.A. | 0.04% | Add +3.4% | 83,527 | $4.5M |
| Independent Financial Group, LLC | 0.12% | Add +20.0% | 82,366 | $4.4M |
| SageView Advisory Group, LLC | 0.17% | Add +2.5% | 82,435 | $4.4M |
| Transatlantique Private Wealth LLC | 1.60% | Add +3.0% | 81,836 | $4.4M |
| Peoples Bank | 2.69% | Reduce -12.3% | 81,800 | $4.4M |
| Rwa Wealth Partners, LLC | 0.05% | New | 79,234 | $4.2M |
| Wealthstar Advisors, LLC | 1.56% | Reduce -30.3% | 77,954 | $4.2M |
| James Investment Research, Inc. | 0.48% | Reduce -0.3% | 76,143 | $4.1M |
| Stratos Investment Management, LLC | 0.19% | Add +3.0% | 76,142 | $4.1M |
| Smartleaf Asset Management LLC | 0.36% | Add +13.8% | 76,111 | $4.0M |
| Vise Technologies, Inc. | 0.17% | — | 75,638 | $4.0M |
| Per Stirling Capital Management, LLC. | 0.50% | Reduce -2.7% | 72,360 | $3.9M |
| Fisher Asset Management | 0.00% | Reduce -19.4% | 71,741 | $3.8M |
| Wooster Corthell Wealth Management, Inc. | 0.70% | Reduce -3.6% | 70,997 | $3.8M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -0.6% | 70,576 | $3.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +10.9% | 70,615 | $3.8M |
| Manhattan West Asset Management, LLC | 0.86% | Add +6.0% | 69,880 | $3.7M |
| Becker Capital Management Inc. | 0.12% | Add +5.2% | 69,610 | $3.7M |
| Meritage Portfolio Management | 0.23% | Reduce -2.5% | 68,398 | $3.6M |
| Agate Pass Investment Management, LLC | 1.47% | Reduce -0.0% | 66,947 | $3.6M |
| Captrust Financial Advisors | 0.01% | Reduce -42.8% | 65,931 | $3.5M |
| DMC Group, LLC | 2.73% | Add +3.5% | 65,824 | $3.5M |
| Forte Asset Management LLC | 1.76% | Reduce -7.9% | 64,791 | $3.5M |
| Chesley Taft & Associates LLC | 0.15% | Add +4.2% | 64,026 | $3.4M |
| Planwiser Financial, LLC | 2.76% | Add +186.7% | 60,912 | $3.2M |
| UMB Bank, n.a. | 0.05% | Reduce -17.1% | 60,202 | $3.2M |
| SWS Partners | 0.86% | Reduce -0.3% | 60,144 | $3.2M |
| Natixis Advisors, LLC | 0.01% | Add +22.4% | 59,988 | $3.2M |
| AmeriServ Wealth Advisors | 1.58% | Add +23.5% | 59,896 | $3.2M |
| RiverFront Investment Group, LLC | 0.06% | No change | 59,062 | $3.1M |
| SCS Capital Management LLC | 0.03% | No change | 58,930 | $3.1M |
| Strive Asset Management, LLC | 1.87% | Reduce -23.5% | 58,339 | $3.1M |
| Advisory Research Inc. | 0.47% | No change | 57,761 | $3.1M |
| AMG National Trust Bank | 0.08% | Reduce -2.6% | 57,580 | $3.1M |
| Center For Asset Management LLC | 1.87% | Reduce -19.6% | 58,764 | $3.0M |
| Blue Trust, Inc. | 0.04% | Reduce -4.2% | 55,829 | $3.0M |
| Revisor Wealth Management LLC | 1.07% | Reduce -5.6% | 56,007 | $3.0M |
| Ackerman Capital Advisors, LLC | 0.69% | Reduce -14.3% | 55,360 | $3.0M |
| Fiduciary Alliance LLC | 0.22% | Add +1093.3% | 55,264 | $2.9M |
| HM Payson & Co. | 0.05% | Add +240.9% | 54,550 | $2.9M |
| Citadel Advisors | 0.00% | Add +1055.1% | 53,664 | $2.9M |
| Leavell Investment Management, Inc. | 0.13% | Add +946.7% | 53,328 | $2.8M |
| Tranquilli Financial Advisor LLC | 1.70% | New | 51,397 | $2.7M |
| Christopher J. Hasenberg, Inc | 1.00% | New | 50,737 | $2.7M |
| Private Wealth Management Group, LLC | 0.88% | Add +22.7% | 49,792 | $2.7M |
| Great Diamond Partners, LLC | 0.56% | Add +0.4% | 49,609 | $2.6M |
| Herold Advisors, Inc. | 0.55% | Add +16.4% | 49,326 | $2.6M |
| Kingswood Wealth Advisors, LLC | 0.20% | Add +23.9% | 48,589 | $2.6M |
| Davis R M Inc. | 0.05% | Reduce -6.6% | 47,831 | $2.5M |
| Phillips Financial Management, LLC | 0.18% | Reduce -3.0% | 46,998 | $2.5M |
| TAGStone Capital, Inc. | 1.02% | Add +0.8% | 46,400 | $2.5M |
| Courage Miller Partners, LLC | 0.77% | No change | 45,704 | $2.4M |
| Busey Bank | 0.07% | Reduce -3.7% | 45,570 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +5.0% | 44,827 | $2.4M |
| Flputnam Investment Management Co. | 0.04% | Reduce -31.5% | 43,923 | $2.3M |
| Forza Wealth Management, LLC | 0.96% | Reduce -4.6% | 43,875 | $2.3M |
| Interactive Financial Advisors, Inc. | 1.14% | Reduce -0.6% | 43,812 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +11.3% | 43,136 | $2.3M |
| Absolute Capital Management, LLC | 1.11% | Reduce -2.7% | 41,271 | $2.2M |
| Ballentine Partners, LLC | 0.03% | Add +2.5% | 40,751 | $2.2M |
| TFB Advisors LLC | 0.56% | Reduce -1.9% | 40,338 | $2.1M |
| Freedom Investment Management, Inc. | 0.17% | Reduce -50.7% | 40,115 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +7.4% | 40,075 | $2.1M |
| IHT Wealth Management, LLC | 0.06% | Add +8.5% | 39,751 | $2.1M |
| Bridgewater Advisors Inc. | 0.16% | Reduce -2.2% | 39,441 | $2.1M |
| Israel Discount Bank of New York | 7.70% | Add +1.7% | 38,076 | $2.0M |
| Eagle Global Advisors LLC | 0.08% | Add +1.2% | 37,296 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +1.9% | 36,702 | $2.0M |
| Strategic Investment Advisors / MI | 0.19% | Reduce -1.3% | 35,899 | $1.9M |
| Market Street Wealth Management Advisors LLC | 0.31% | Reduce -12.7% | 35,764 | $1.9M |
| Bigelow Investment Advisors, LLC | 0.82% | Reduce -3.5% | 34,839 | $1.9M |
| Composition Wealth, LLC | 0.03% | Reduce -7.2% | 33,902 | $1.8M |
| Benjamin Edwards Inc. | 0.02% | Add +9.4% | 33,873 | $1.8M |
| Crux Wealth Advisors | 0.75% | Reduce -16.8% | 33,216 | $1.8M |
| Pinnacle Family Advisors, LLC | 0.86% | Add +0.7% | 33,318 | $1.8M |
| Calamos Wealth Management LLC | 0.08% | Add +0.3% | 32,965 | $1.8M |
| Capital Investment Counsel, LLC | 0.26% | Add +12.1% | 32,039 | $1.7M |
| Charles Schwab Trust Co | 0.13% | Add +22.9% | 31,813 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -3.4% | 31,451 | $1.7M |
| Union Bancaire Privee, UBP SA | 0.02% | New | 32,518 | $1.7M |
| Archvest Wealth Advisors, Inc. | 1.44% | Add +1.1% | 31,062 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.7% | 30,765 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +59.7% | 30,625 | $1.6M |
| PKS Advisory Services, LLC | 0.40% | Add +1.4% | 30,605 | $1.6M |
| Endurance Services Ltd | 0.28% | No change | 30,492 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Add +10.2% | 30,465 | $1.6M |
| Capital Analysts, LLC | 0.05% | Reduce -1.3% | 30,106 | $1.6M |
| Park Avenue Securities LLC | 0.01% | New | 29,763 | $1.6M |
| Barclays PLC | 0.00% | No change | 29,750 | $1.6M |
| WESPAC Advisors, LLC | 1.10% | Add +11.5% | 29,487 | $1.6M |
| Whittier Trust Co. | 0.02% | Reduce -3.3% | 28,881 | $1.5M |
| Diversify Advisory Services, LLC | 0.06% | Add +53.4% | 28,691 | $1.5M |
| Park Place Capital Corp | 0.35% | Reduce -9.8% | 28,646 | $1.5M |
| Cumberland Partners Ltd | 0.10% | Add +96.0% | 27,255 | $1.5M |
| ETF Portfolio Partners, Inc. | 0.40% | No change | 27,011 | $1.4M |
| Royal Fund Management, LLC | 0.15% | Add +18.4% | 26,057 | $1.4M |
| Choreo, LLC | 0.02% | Add +29.4% | 25,930 | $1.4M |
| Hexagon Capital Partners LLC | 0.30% | Add +13.8% | 25,462 | $1.4M |
| Renasant Bank | 0.90% | Reduce -11.0% | 25,385 | $1.4M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | Add +6.3% | 25,169 | $1.3M |
| Holistic Financial Partners | 0.58% | Reduce -4.1% | 25,052 | $1.3M |
| Diversified Portfolios, Inc. | 0.13% | Reduce -2.9% | 24,912 | $1.3M |
| Parsons Capital Management Inc. | 0.08% | Add +3.5% | 23,987 | $1.3M |
| Squire Investment Management Company, LLC | 0.47% | No change | 23,970 | $1.3M |
| Boltwood Capital Management | 0.35% | Reduce -0.2% | 23,390 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -30.5% | 23,015 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Reduce -0.6% | 22,974 | $1.2M |
| Grey Ledge Advisors, LLC | 0.30% | Reduce -27.8% | 22,924 | $1.2M |
| Allworth Financial LP | 0.01% | Add +2.1% | 22,852 | $1.2M |
| Hilltop Holdings Inc. | 0.08% | Add +0.7% | 22,840 | $1.2M |
| F/m Investments LLC | 0.04% | Reduce -0.8% | 22,695 | $1.2M |
| Texas Bank & Trust Co | 0.47% | No change | 22,411 | $1.2M |
| Optivise Advisory Services LLC | 0.61% | No change | 22,301 | $1.2M |
| Enclave Advisors LLC | 0.19% | Reduce -64.5% | 22,272 | $1.2M |
| United Advisor Group, LLC | 0.20% | Add +6.9% | 21,980 | $1.2M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -1.9% | 21,744 | $1.2M |
| Brown Financial Advisors | 0.44% | Reduce -5.7% | 21,095 | $1.1M |
| Valtrion Capital Management, LLC | 1.34% | Add +2.2% | 20,983 | $1.1M |
| Founders Financial Securities LLC | 0.08% | New | 20,835 | $1.1M |
| Legacy Capital Group California, Inc. | 0.31% | Reduce -0.5% | 20,708 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -1.6% | 20,603 | $1.1M |
| SWP Financial LLC | 0.60% | Add +34.9% | 20,592 | $1.1M |
| Voya Financial Advisors, Inc. | 0.11% | Reduce -5.3% | 20,411 | $1.1M |
| Stelac Advisory Services LLC | 0.40% | Reduce -16.6% | 19,928 | $1.1M |
| Tilia Fiduciary Partners, Inc. | 0.64% | Add +15.4% | 19,745 | $1.1M |
| First International Bank of Israel Ltd. | 0.62% | — | 19,606 | $1.0M |
| Allianz Investment Management U.S. LLC | 0.05% | No change | 19,597 | $1.0M |
| Edmond DE Rothschild Holding S.A. | 0.02% | Reduce -36.2% | 19,429 | $1.0M |
| My Legacy Advisors, LLC | 0.36% | Add +36.5% | 19,248 | $1.0M |
| Peddock Capital Advisors, LLC | 0.23% | Reduce -1.2% | 19,013 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -10.5% | 18,850 | $1.0M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -1.6% | 18,756 | $1000K |
| Mgo One Seven LLC | 0.03% | Reduce -27.8% | 18,740 | $999K |
| Wambolt & Associates, LLC | 0.34% | Reduce -6.5% | 18,811 | $998K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | No change | 18,623 | $992K |
| Equitable Holdings, Inc. | 0.01% | Add +74.3% | 18,529 | $987K |
| &partners | 0.01% | Add +77.8% | 18,621 | $982K |
| Tiemann Investment Advisors, LLC | 0.40% | Reduce -3.5% | 18,286 | $974K |
| YHB Investment Advisors, Inc. | 0.07% | Add +12.7% | 17,779 | $947K |
| Wescott Financial Advisory Group, LLC | 0.09% | Add +0.2% | 17,664 | $941K |
| Northwest Capital Management Inc | 0.50% | Reduce -23.8% | 17,478 | $931K |
| 4J Wealth Management LLC | 0.62% | Reduce -6.4% | 17,311 | $923K |
| Hengehold Capital Management LLC | 0.08% | Add +3.1% | 17,047 | $908K |
| Trivium Point Advisory, LLC | 0.10% | Reduce -9.4% | 17,019 | $907K |
| Sage Advisory Services, Ltd.Co. | 0.49% | Reduce -19.6% | 16,899 | $901K |
| Hudson Portfolio Management LLC | 0.84% | Reduce -24.2% | 16,890 | $900K |
| Panoramic Capital Partners, LLC | 0.61% | No change | 16,525 | $875K |
| Hobbs Group Advisors, LLC | 0.29% | Reduce -10.1% | 16,077 | $857K |
| Mitchell Sinkler & Starr | 0.41% | Add +14.6% | 16,071 | $856K |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -68.8% | 16,000 | $853K |
| Vicus Capital | 0.07% | Add +12.5% | 15,872 | $846K |
| Horizon Investment Services, LLC | 0.37% | Reduce -7.5% | 15,668 | $835K |
| Brucke Financial, Inc. | 0.56% | Add +6.1% | 15,155 | $808K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -8.6% | 15,051 | $802K |
| Synovus Financial Corp. | 0.01% | Reduce -5.0% | 14,925 | $795K |
| Ascentis Independent Advisors | 0.14% | New | 14,670 | $782K |
| Brookstone Capital Management | 0.01% | Reduce -0.9% | 14,633 | $780K |
| North Dallas Bank & Trust Co. | 0.59% | — | 14,525 | $774K |
| Axis Wealth Partners, LLC | 0.51% | Reduce -1.9% | 14,502 | $773K |
| Paladin Wealth, LLC | 0.60% | Reduce -8.3% | 14,496 | $772K |
| Global Retirement Partners, LLC | 0.02% | — | 14,380 | $766K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +2.8% | 14,030 | $748K |
| Destiny Capital Corp | 0.45% | Reduce -7.1% | 13,991 | $746K |
| Duncker Streett & Co. Inc. | 0.14% | No change | 13,942 | $743K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | No change | 13,929 | $742K |
| GTS Securities LLC | 0.03% | Add +61.8% | 13,400 | $714K |
| Focus Partners Wealth | 0.00% | Add +17.9% | 13,365 | $712K |
| Courier Capital LLC | 0.04% | Add +1.0% | 13,199 | $703K |
| Paces Ferry Wealth Advisors, LLC | 0.32% | Reduce -1.9% | 13,074 | $697K |
| JPL Wealth Management, LLC | 0.19% | Add +4.7% | 13,064 | $696K |
| Adams Wealth Management | 0.13% | Reduce -7.1% | 12,945 | $690K |
| CacheTech Inc. | 0.13% | Reduce -7.1% | 12,945 | $690K |
| Hoxton Planning & Management, LLC | 0.23% | Add +1.1% | 12,446 | $663K |
| Bourgeon Capital Management LLC | 0.13% | Add +23.9% | 12,210 | $651K |
| GFI Investment Counsel Ltd. | 0.07% | No change | 11,984 | $639K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.1% | 11,958 | $637K |
| Boyd Watterson Asset Management LLC | 0.20% | Reduce -92.9% | 11,949 | $637K |
| Bangor Savings Bank | 0.06% | Add +8.3% | 11,934 | $636K |
| Prossimo Advisors, LLC | 0.51% | Reduce -14.1% | 11,899 | $634K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | No change | 11,855 | $632K |
| CWA Asset Management Group, LLC | 0.03% | No change | 11,543 | $615K |
| Equita Financial Network, Inc. | 0.24% | Reduce -13.4% | 11,532 | $615K |
| Fortis Capital Management LLC | 0.10% | Add +1.2% | 11,441 | $610K |
| Full Sail Capital, LLC | 0.03% | Add +2.1% | 11,242 | $599K |
| Independent Advisor Alliance | 0.02% | Reduce -28.6% | 11,212 | $597K |
| NTV Asset Management LLC | 0.07% | No change | 11,197 | $597K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -4.6% | 11,081 | $591K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -13.7% | 10,834 | $577K |
| Precision Wealth Strategies, LLC | 0.19% | New | 10,831 | $577K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +0.0% | 10,641 | $567K |
| Simmons Bank | 0.04% | Reduce -0.8% | 10,606 | $565K |
| Wedbush Securities Inc. | 0.02% | Add +6.0% | 10,594 | $565K |
| FOCUS Wealth Advisors, LLC | 0.29% | No change | 10,434 | $556K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -97.2% | 10,414 | $555K |
| Lineweaver Wealth Advisors, LLC | 0.09% | Add +0.2% | 10,399 | $554K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -63.7% | 10,367 | $552K |
| Bingham Private Wealth, LLC | 0.53% | Add +0.4% | 10,344 | $551K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 10,262 | $547K |
| Axxcess Wealth Management, LLC | 0.01% | Add +3.8% | 10,162 | $542K |
| Keel Point, LLC | 0.04% | Reduce -18.5% | 10,098 | $538K |
| Alaska Wealth Advisors, LLC | 0.08% | New | 9,984 | $532K |
| Vantage Financial Partners, LLC | 0.12% | Reduce -3.0% | 9,963 | $531K |
| AdvisorNet Financial, Inc | 0.03% | Add +0.1% | 9,857 | $525K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.8% | 9,681 | $516K |
| Wealth Advisory Solutions, LLC | 0.13% | Add +3.5% | 9,502 | $506K |
| Bellecapital International Ltd. | 0.09% | Add +4.5% | 9,336 | $498K |
| Hilltop Partners LLC | 0.15% | Reduce -2.4% | 9,266 | $494K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -0.8% | 9,266 | $494K |
| Mattson Financial Services, LLC | 0.13% | Reduce -5.6% | 9,138 | $487K |
| Savant Capital, LLC | 0.00% | Reduce -51.4% | 9,051 | $482K |
| Maia Wealth LLC | 0.09% | New | 9,002 | $480K |
| KPP Advisory Services LLC | 0.08% | Reduce -0.4% | 8,986 | $479K |
| Private Trust Co. NA | 0.05% | Reduce -5.3% | 8,961 | $478K |
| Centennial Bank | 0.20% | Add +117.2% | 8,933 | $476K |
| Arkadios Wealth Advisors | 0.01% | Add +7.1% | 8,928 | $476K |
| Exchange Traded Concepts, LLC | 0.01% | New | 8,817 | $470K |
| Transcendent Capital Group LLC | 0.24% | Add +0.1% | 8,769 | $467K |
| Omega Financial Group, LLC | 0.17% | No change | 8,745 | $466K |
| Channel Wealth LLC | 0.13% | No change | 8,745 | $466K |
| Quotient Wealth Partners, LLC | 0.01% | Add +0.9% | 8,673 | $462K |
| Stokes Family Office, LLC | 0.05% | Reduce -0.3% | 8,663 | $462K |
| Avior Wealth Management, LLC | 0.02% | Reduce -16.4% | 8,547 | $455K |
| Sawgrass Asset Management LLC | 0.05% | No change | 8,479 | $452K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +19.1% | 8,458 | $451K |
| Columbus Macro, LLC | 0.05% | Reduce -61.0% | 8,266 | $440K |
| Peoples Bank | 0.29% | New | 8,000 | $426K |
| Ceeto Capital Group, LLC | 0.15% | No change | 8,000 | $426K |
| Meridian Financial Advisors, LLC | 0.28% | Add +8.8% | 7,990 | $426K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -7.8% | 7,908 | $421K |
| Exchange Bank | 0.32% | No change | 7,672 | $409K |
| Regal Investment Advisors LLC | 0.03% | Reduce -12.3% | 7,632 | $407K |
| Evolution Wealth Advisors, LLC | 0.06% | Add +0.0% | 7,616 | $406K |
| Florida Trust Wealth Management Co | 0.01% | Add +22.6% | 7,600 | $405K |
| Wynn Capital, LLC | 0.21% | No change | 7,400 | $394K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.0% | 7,397 | $394K |
| Calamos Advisors LLC | 0.00% | New | 7,361 | $392K |
| Argent Trust Co | 0.01% | Reduce -17.2% | 7,149 | $381K |
| Lantern Wealth Advisors, LLC | 0.23% | — | 7,138 | $380K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -4.5% | 7,131 | $380K |
| Sowell Financial Services LLC | 0.02% | Add +3.8% | 7,130 | $380K |
| Ancora Advisors LLC | 0.01% | No change | 7,086 | $378K |
| Qube Research & Technologies Ltd | 0.00% | Add +460.4% | 6,966 | $371K |
| Seaview Investment Managers LLC | 0.08% | New | 6,908 | $368K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 6,829 | $367K |
| Western Wealth Management, LLC | 0.02% | Add +6.6% | 6,877 | $366K |
| Promethium Advisors,llc | 0.22% | Reduce -5.1% | 6,693 | $357K |
| Commerce Bank | 0.00% | No change | 6,675 | $356K |
| FC Advisory LLC | 0.11% | Add +0.8% | 6,659 | $355K |
| Sandhill Capital Partners LLC | 0.03% | Add +66.4% | 6,646 | $354K |
| Summit Financial, LLC | 0.01% | Reduce -7.4% | 6,628 | $353K |
| Tiaa Trust, National Association | 0.00% | No change | 6,611 | $352K |
| RMR Capital Management, LLC | 0.25% | Add +1.2% | 6,603 | $352K |
| BSW Wealth Partners | 0.05% | No change | 6,500 | $346K |
| Ascent Group, LLC | 0.01% | Reduce -1.6% | 6,480 | $345K |
| Hofer & Associates. Inc | 0.21% | Reduce -1.9% | 6,454 | $344K |
| Paragon Capital Management Ltd | 0.06% | Reduce -0.8% | 6,432 | $343K |
| Sheets Smith Wealth Management | 0.04% | Reduce -13.5% | 6,400 | $341K |
| NBT Bank, N.A. | 0.02% | No change | 6,382 | $340K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -6.1% | 6,273 | $334K |
| PFG Investments, LLC | 0.02% | New | 6,262 | $334K |
| Merit Financial Group, LLC | 0.00% | Add +6.2% | 6,228 | $332K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 6,172 | $329K |
| Country Club Bank | 0.02% | Reduce -16.6% | 6,117 | $325K |
| Obermeyer Wealth Partners | 0.02% | No change | 5,960 | $318K |
| BTG Pactual Asset Management US LLC | 0.04% | No change | 5,942 | $317K |
| XTX Topco Ltd | 0.01% | Add +31.7% | 5,920 | $315K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -15.1% | 5,903 | $315K |
| CW Advisors, LLC | 0.00% | Add +28.0% | 5,890 | $314K |
| Lanark Financial, Inc. | 0.03% | Add +151.8% | 5,853 | $311K |
| SIMA Wealth Partners, LLC | 0.25% | Reduce -3.2% | 5,809 | $310K |
| Pettyjohn, Wood & White, Inc. | 0.06% | Add +2.6% | 5,800 | $309K |
| Flagstar Securities, Inc. | 0.08% | Reduce -56.0% | 5,680 | $303K |
| Stephens Group Asset Management, LLC | 0.02% | Add +3.5% | 5,671 | $302K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -39.8% | 5,664 | $302K |
| Inman Jager Wealth Management, LLC | 0.20% | Add +18.5% | 5,580 | $297K |
| Consolidated Portfolio Review Corp | 0.04% | Reduce -7.3% | 5,511 | $294K |
| Seaside Wealth Management, Inc. | 0.09% | No change | 5,444 | $290K |
| Knightsbridge Asset Management, LLC | 0.06% | New | 5,425 | $289K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -15.1% | 5,384 | $287K |
| Genesis Wealth Advisors, LLC | 0.21% | No change | 5,373 | $286K |
| Resurgent Financial Advisors LLC | 0.16% | New | 5,330 | $284K |
| RiverGlades Family Offices LLC | 0.19% | No change | 5,325 | $284K |
| Regions Financial Corp. | 0.00% | Add +3.6% | 5,279 | $281K |
| Rossby Financial, LCC | 0.11% | Reduce -0.5% | 5,267 | $281K |
| Verus Capital Partners, LLC | 0.02% | No change | 5,218 | $278K |
| Atlas Legacy Advisors, LLC | 0.06% | No change | 5,089 | $271K |
| Tyler-Stone Wealth Management | 0.04% | No change | 5,084 | $271K |
| Evanson Asset Management, LLC | 0.02% | Reduce -1.2% | 5,039 | $269K |
| M&T Bank Corp | 0.00% | New | 4,999 | $266K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -7.9% | 4,974 | $265K |
| Lee Financial Co | 0.04% | No change | 4,950 | $264K |
| Harbour Investments, Inc. | 0.01% | Add +96.2% | 4,934 | $263K |
| Meridian Management Co. | 0.07% | No change | 4,929 | $262K |
| Rede Wealth, LLC | 0.09% | Add +0.1% | 4,916 | $262K |
| Beacon Bank & Trust | 0.06% | No change | 4,867 | $259K |
| Brighton Jones LLC | 0.01% | New | 4,794 | $255K |
| City National Bank of Florida | 0.18% | No change | 4,679 | $249K |
| Simplicity Wealth,LLC | 0.01% | No change | 4,679 | $249K |
| Lifeworks Advisors, LLC | 0.04% | New | 4,622 | $246K |
| Apriem Advisors | 0.03% | Add +0.1% | 4,610 | $246K |
| Apella Capital, LLC | 0.01% | Add +2.9% | 4,619 | $244K |
| Kovack Advisors, Inc. | 0.02% | New | 4,573 | $244K |
| Gradient Capital Advisors, LLC | 0.07% | No change | 4,518 | $241K |
| Prostatis Group LLC | 0.07% | New | 4,505 | $240K |
| Beacon Bridge Wealth Partners, LLC | 0.10% | Reduce -73.3% | 4,502 | $240K |
| Pathstone Holdings, LLC | 0.00% | New | 4,502 | $240K |
| New World Advisors LLC | 0.05% | Add +4.0% | 4,495 | $240K |
| Panoramic Investment Advisors, LLC | 0.15% | Reduce -3.3% | 4,467 | $238K |
| Woodward Diversified Capital, LLC | 0.12% | New | 4,460 | $238K |
| Y.D. More Investments Ltd | 0.02% | Add +270.8% | 4,450 | $236K |
| Atlantic Union Bankshares Corp | 0.01% | New | 4,392 | $234K |
| Pure Financial Advisors, LLC | 0.00% | New | 4,359 | $232K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.0% | 4,353 | $232K |
| Equitable Trust Co. | 0.01% | New | 4,335 | $231K |
| Quantinno Capital Management LP | 0.00% | New | 4,319 | $230K |
| Ledyard National Bank | 0.02% | No change | 4,259 | $227K |
| Vista Investment Management | 0.08% | Reduce -0.7% | 4,222 | $225K |
| Trilogy Capital Inc. | 0.01% | No change | 4,183 | $223K |
| Pinion Investment Advisors, LLC | 0.08% | New | 4,173 | $222K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -13.1% | 4,141 | $221K |
| Ellenbecker Investment Group | 0.04% | Add +1.2% | 4,122 | $220K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +2.9% | 4,119 | $220K |
| Farrell Financial LLC | 0.15% | Reduce -2.2% | 4,117 | $219K |
| Tme Financial, Inc. | 0.18% | Add +1.1% | 4,110 | $219K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 4,105 | $219K |
| Integrated Investment Consultants, LLC | 0.04% | Add +0.6% | 4,059 | $216K |
| Lutz Financial Services LLC | 0.02% | No change | 4,007 | $214K |
| New Century Financial Group, LLC | 0.25% | New | 4,004 | $213K |
| Heritage Investors Management Corp. | 0.01% | New | 3,970 | $211K |
| AlphaCore Capital LLC | 0.01% | Reduce -3.4% | 3,957 | $211K |
| Capstone Financial Advisors, Inc. | 0.01% | New | 3,951 | $211K |
| Braun-Bostich & Associates Inc. | 0.14% | Reduce -11.5% | 3,936 | $210K |
| MainStreet Investment Advisors LLC | 0.03% | No change | 3,905 | $208K |
| Patten Group, Inc. | 0.04% | New | 3,875 | $206K |
| AE Wealth Management LLC | 0.00% | Reduce -25.8% | 3,853 | $205K |
| Parallel Advisors, LLC | 0.00% | Add +26.3% | 3,832 | $204K |
| Buckhead Capital Management LLC | 0.08% | New | 3,814 | $203K |
| Haverford Financial Services, Inc. | 0.06% | New | 3,802 | $203K |
| First Heartland Consultants, Inc. | 0.02% | New | 3,788 | $202K |
| Running Point Capital Advisors, LLC | 0.05% | Add +0.3% | 3,701 | $197K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.3% | 3,689 | $197K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -67.5% | 3,750 | $193K |
| Webster Bank, N. A. | 0.02% | Reduce -1.6% | 3,526 | $188K |
| TCTC Holdings, LLC | 0.01% | Reduce -1.5% | 3,498 | $186K |
| Paladin Advisory Group, LLC | 0.14% | No change | 3,468 | $185K |
| Bellwether Advisors, LLC | 0.03% | No change | 3,441 | $183K |
| Fifth Third Bancorp | 0.00% | Add +103.6% | 3,380 | $180K |
| NewSquare Capital LLC | 0.01% | Reduce -36.6% | 3,371 | $180K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 3,273 | $174K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 3,270 | $174K |
| TD Capital Management LLC | 0.02% | Add +0.8% | 3,248 | $173K |
| CNB Bank | 0.08% | No change | 3,211 | $171K |
| Principal Securities, Inc. | 0.00% | Reduce -9.0% | 2,906 | $155K |
| Albion Financial Group | 0.01% | No change | 2,817 | $150K |
| CENTRAL TRUST Co | 0.00% | Add +59.5% | 2,735 | $146K |
| Sachetta, LLC | 0.05% | Reduce -2.2% | 2,508 | $134K |
| Morton Brown Family Wealth, LLC | 0.04% | No change | 2,486 | $132K |
| Rialto Wealth Management, LLC | 0.04% | No change | 2,469 | $132K |
| Hanson & Doremus Investment Management | 0.02% | No change | 2,281 | $122K |
| Blair William & Co. | 0.00% | Reduce -7.3% | 2,249 | $120K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 1,821 | $97K |
| GeoWealth Management, LLC | 0.00% | Add +200.7% | 1,807 | $96K |
| IFP Advisors, Inc | 0.00% | Reduce -15.4% | 1,785 | $95K |
| Realta Investment Advisors | 0.04% | Add +0.3% | 1,777 | $95K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 1,664 | $89K |
| General Partner, Inc. | 0.05% | No change | 1,660 | $88K |
| Nalls Sherbakoff Group, LLC | 0.06% | New | 1,650 | $88K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,520 | $81K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,470 | $78K |
| Eastern Bank | 0.00% | No change | 1,392 | $74K |
| Spire Wealth Management | 0.00% | Reduce -39.5% | 1,264 | $67K |
| CVA Family Office, LLC | 0.01% | No change | 1,196 | $64K |
| Private Wealth Asset Management, LLC | 0.01% | New | 1,169 | $62K |
| Hemington Wealth Management | 0.01% | No change | 1,149 | $61K |
| Integrity Financial Corp | 0.03% | No change | 1,102 | $59K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,100 | $59K |
| FAS Wealth Partners, Inc. | 0.00% | Add +6318.8% | 1,027 | $55K |
| Silver Oak Securities, Incorporated | 0.00% | Reduce -18.2% | 1,023 | $55K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | New | 870 | $46K |
| Garrison Bradford & Associates Inc. | 0.05% | No change | 800 | $43K |
| Mechanics Financial Corp | 0.02% | No change | 764 | $41K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.1% | 759 | $40K |
| Proathlete Wealth Management LLC | 0.01% | New | 742 | $40K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 690 | $37K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -50.7% | 655 | $35K |
| 1620 Investment Advisors, Inc. | 0.02% | Add +25.9% | 642 | $34K |
| AllSquare Wealth Management LLC | 0.02% | Reduce -1.4% | 641 | $34K |
| Transce3nd, LLC | 0.01% | No change | 640 | $34K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -47.7% | 636 | $34K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 600 | $32K |
| Arax Advisory Partners | 0.00% | Add +150.4% | 581 | $31K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 570 | $30K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +1.1% | 554 | $30K |
| Creative Financial Designs Inc. | 0.00% | No change | 543 | $29K |
| WestEnd Advisors, LLC | 0.00% | New | 519 | $28K |
| Montag A & Associates Inc. | 0.00% | No change | 515 | $27K |
| Keystone Financial Group, Inc. | 0.02% | No change | 494 | $26K |
| Briaud Financial Planning Inc | 0.01% | New | 486 | $25K |
| Community Bank, N.A. | 0.00% | No change | 468 | $25K |
| Rothschild Investment LLC | 0.00% | No change | 455 | $24K |
| Union Savings Bank | 0.01% | No change | 450 | $24K |
| EPG Wealth Management LLC | 0.01% | Add +0.5% | 442 | $24K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 440 | $23K |
| Crews Bank & Trust | 0.00% | No change | 406 | $22K |
| DHJJ Financial Advisors, Ltd. | 0.01% | New | 387 | $21K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -1.0% | 383 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 380 | $20K |
| Salomon & Ludwin, LLC | 0.00% | New | 360 | $19K |
| Sound Income Strategies, LLC | 0.00% | Add +122.2% | 351 | $19K |
| Colonial Trust Advisors | 0.00% | No change | 330 | $18K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -29.2% | 328 | $17K |
| Friedenthal Financial | 0.01% | Reduce -11.5% | 323 | $17K |
| Aventura Private Wealth, LLC | 0.01% | No change | 322 | $17K |
| WFA of San Diego, LLC | 0.01% | — | 300 | $16K |
| Wagner Wealth Management, LLC | 0.00% | New | 223 | $12K |
| Mid-American Wealth Advisory Group, Inc. | 0.01% | New | 223 | $12K |
| Bokf, NA | 0.00% | No change | 200 | $11K |
| Legacy Investment Solutions, LLC | 0.01% | — | 191 | $10K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 191 | $10K |
| Key Financial Inc | 0.00% | No change | 183 | $10K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.7% | 181 | $10K |
| Rise Advisors, LLC | 0.00% | Add +5.4% | 175 | $9K |
| City Holding Co. | 0.00% | No change | 170 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 169 | $9K |
| Keener Financial Planning LLC | 0.00% | New | 170 | $9K |
| Nepc LLC | 0.00% | Reduce -10.6% | 160 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 155 | $8K |
| Ameriflex Group, Inc. | 0.00% | No change | 152 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 147 | $8K |
| Viewpoint Capital Management LLC | 0.00% | No change | 142 | $8K |
| Decker Retirement Planning Inc. | 0.00% | New | 134 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 132 | $7K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -78.7% | 130 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +28.1% | 123 | $7K |
| Investors Research Corp | 0.00% | No change | 120 | $6K |
| Astor Investment Management LLC | 0.00% | New | 117 | $6K |
| St Germain D J Co. Inc. | 0.00% | No change | 115 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 111 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 108 | $6K |
| LRI Investments, LLC | 0.00% | No change | 105 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $5K |
| Crowley Wealth Management, Inc. | 0.00% | No change | 99 | $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 |
| Quaker Wealth Management, LLC | 0.00% | — | 89 | $5K |
| Trust Co. of Toledo NA | 0.00% | New | 87 | $5K |
| Centricity Wealth Management, LLC | 0.00% | Add +35.2% | 73 | $4K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 67 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 64 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -3.3% | 58 | $3K |
| Archer Investment Corp | 0.00% | Reduce -41.2% | 50 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 42 | $2K |
| Glassman Wealth Services | 0.00% | New | 39 | $2K |
| Rakuten Securities, Inc. | 0.00% | New | 38 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 32 | $2K |
| Anchor Investment Management, LLC | 0.00% | New | 27 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 27 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 26 | $1K |
| Clarity Asset Management, Inc. | 0.00% | No change | 20 | $1K |
| Park Square Financial Group, LLC | 0.00% | New | 18 | $959 |
| Crewe Advisors LLC | 0.00% | New | 15 | $800 |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 11 | $586 |
| Larson Financial Group LLC | 0.00% | No change | 11 | $586 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 8 | $414 |
| Kilter Group LLC | 0.00% | New | 2 | $115 |
| Cheviot Value Management, LLC | 0.00% | No change | 2 | $107 |
| Richardson Financial Services Inc. | 0.00% | New | 2 | $106 |
"% 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.