iShares Expanded Tech SectorIGMETF
13F holders, Q4 2025 (December 31)512holders +14
31new positions
32sold out
3famous investors
$129.16avg. 13F price*
At the end of Q4 2025, 512 institutions reported holding iShares Expanded Tech Sector (IGM) in their 13F filings, up 14 from Q3 2025. 31 opened new positions and 32 sold out. The largest holders were Bank of America Corp. ($489.5M), JPMorgan Chase & Co. ($329.2M) and Morgan Stanley ($308.8M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Expanded Tech Sector
- CUSIP
- 464287549
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $12.7M |
| Exits | 32 | $52.3M |
All 13F filers, Q3 2025 → Q4 2025: 2,586,275 shares bought and 9,946,903 shares sold, net −7,360,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 512 holders
| Bank of America Corp. | 0.04% | Reduce -28.2% | 3,790,249 | $489.5M |
| JPMorgan Chase & Co. | 0.02% | Add +173.9% | 2,548,418 | $329.2M |
| Morgan Stanley | 0.02% | Reduce -0.7% | 2,390,840 | $308.8M |
| Signature Estate & Investment Advisors LLC | 4.81% | Reduce -1.1% | 1,847,675 | $238.6M |
| Raymond James Financial Inc. | 0.07% | Reduce -38.4% | 1,773,473 | $229.1M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -50.1% | 1,676,689 | $216.6M |
| Equitable Holdings, Inc. | 1.42% | Reduce -3.1% | 1,611,297 | $208.1M |
| LPL Financial LLC | 0.05% | Reduce -9.6% | 1,453,943 | $187.8M |
| Bank of Montreal | 0.07% | Reduce -36.8% | 1,310,100 | $169.2M |
| Royal Bank of Canada | 0.03% | Reduce -9.9% | 1,271,199 | $164.2M |
| Janney Montgomery Scott LLC | 0.31% | Reduce -45.9% | 1,035,830 | $133.8M |
| Truist Financial Corp. | 0.18% | Reduce -49.1% | 1,025,328 | $132.4M |
| Cerity Partners LLC | 0.18% | Reduce -2.7% | 942,890 | $121.8M |
| WestEnd Advisors, LLC | 2.48% | Reduce -53.8% | 823,694 | $106.4M |
| Steward Partners Investment Advisory, LLC | 0.56% | Reduce -6.9% | 784,414 | $101.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.5% | 765,711 | $98.9M |
| Destination Wealth Management | 2.11% | Reduce -0.9% | 625,219 | $80.8M |
| Gray Foundation | 18.12% | No change | 559,116 | $72.2M |
| UBS Group AG | 0.01% | Reduce -2.9% | 512,887 | $66.2M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -1.1% | 484,522 | $62.6M |
| Wells Fargo & Company | 0.01% | Add +11.8% | 424,377 | $54.8M |
| PGIM Custom Harvest LLC | 0.71% | Add +0.1% | 371,801 | $48.0M |
| Wellington Management Group LLP | 0.01% | Add +66.4% | 353,541 | $45.7M |
| Portfolio Strategies, Inc. | 5.25% | Add +1.3% | 351,199 | $45.4M |
| Victory Capital Management Inc. | 0.02% | Reduce -53.6% | 288,880 | $37.3M |
| Stifel Financial Corp. | 0.03% | Reduce -11.7% | 280,697 | $36.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Reduce -1.9% | 265,000 | $34.2M |
| Legacy Financial Strategies, LLC | 5.83% | Reduce -15.2% | 254,895 | $32.9M |
| Lido Advisors, LLC | 0.12% | Add +3325.3% | 235,458 | $30.4M |
| Allworth Financial LP | 0.12% | Reduce -4.0% | 234,047 | $30.2M |
| Osaic Holdings, Inc. | 0.04% | Reduce -9.6% | 210,508 | $27.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.0% | 201,952 | $26.1M |
| Cetera Investment Advisers | 0.03% | Reduce -15.5% | 193,817 | $25.0M |
| Focus Partners Wealth | 0.02% | Add +106.0% | 159,592 | $20.6M |
| HB Wealth Management, LLC | 0.12% | Add +0.3% | 145,612 | $18.8M |
| MML Investors Services, LLC | 0.04% | Reduce -1.4% | 138,215 | $17.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -3.4% | 133,538 | $17.2M |
| Mariner, LLC | 0.02% | Reduce -5.7% | 132,575 | $17.1M |
| Bailard, Inc. | 0.37% | Reduce -5.5% | 130,075 | $16.8M |
| Mathes Company, Inc. | 5.71% | Reduce -12.2% | 123,315 | $15.9M |
| Cibc World Market Inc. | 0.03% | Reduce -8.3% | 114,029 | $14.7M |
| White Lighthouse Investment Management Inc. | 2.05% | Add +10.9% | 113,956 | $14.7M |
| Sagespring Wealth Partners, LLC | 0.26% | Reduce -1.4% | 111,265 | $14.4M |
| Decker Wealth Management LLC | 3.07% | — | 108,140 | $14.0M |
| Corient Private Wealth LP | 0.02% | Reduce -8.5% | 105,648 | $13.6M |
| Assetmark, Inc. | 0.03% | Reduce -46.1% | 105,417 | $13.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -25.0% | 102,784 | $13.3M |
| Apollon Wealth Management, LLC | 0.23% | Reduce -0.6% | 101,732 | $13.1M |
| GM Advisory Group, LLC | 0.51% | Add +0.5% | 100,344 | $13.0M |
| Dynamic Wealth Strategies, LLC | 7.62% | Add +4.5% | 99,109 | $12.8M |
| Vantage Financial Partners, LLC | 2.52% | Reduce -0.2% | 96,098 | $12.4M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -16.3% | 95,842 | $12.4M |
| Shira Ridge Wealth Management | 4.68% | Reduce -7.2% | 90,129 | $11.6M |
| &partners | 0.06% | Add +1.1% | 90,105 | $11.6M |
| Prostatis Group LLC | 2.62% | Add +6.7% | 85,074 | $11.0M |
| Fairscale Capital, LLC | 7.26% | Add +0.1% | 84,744 | $10.9M |
| Baker Avenue Asset Management, LP | 0.22% | Add +0.5% | 74,835 | $9.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.26% | Reduce -24.4% | 72,349 | $9.3M |
| Deutsche Bank AG | 0.00% | Add +2.1% | 71,489 | $9.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +10.8% | 69,863 | $9.0M |
| WealthBridge Capital Management, LLC | 1.99% | Reduce -2.4% | 67,525 | $8.7M |
| Cwm, LLC | 0.02% | Reduce -0.6% | 64,592 | $8.3M |
| Meridian Wealth Management, LLC | 0.29% | No change | 64,220 | $8.3M |
| Global Retirement Partners, LLC | 0.14% | Add +1.1% | 62,307 | $8.0M |
| Scotia Capital Inc. | 0.03% | Add +1.5% | 62,182 | $8.0M |
| Asset Management Group, Inc. | 1.19% | Reduce -0.3% | 56,946 | $7.4M |
| Integrity Investment Advisors, LLC | 3.98% | Add +2.9% | 56,020 | $7.2M |
| Graves Light Lenhart Wealth, Inc. | 0.77% | No change | 55,973 | $7.2M |
| NewEdge Advisors, LLC | 0.03% | Reduce -39.5% | 55,651 | $7.2M |
| Blair William & Co. | 0.02% | Add +919.5% | 54,919 | $7.1M |
| Northstar Advisory Group, LLC | 2.51% | Add +327.0% | 54,756 | $7.1M |
| Private Advisor Group, LLC | 0.03% | Reduce -6.0% | 54,677 | $7.1M |
| Jones Financial Companies LLLP | 0.00% | Add +8.6% | 54,046 | $7.0M |
| Aft, Forsyth & Company, Inc. | 2.96% | Reduce -0.0% | 53,071 | $6.9M |
| Midland Wealth Advisors, LLC | 0.36% | Reduce -0.4% | 52,963 | $6.8M |
| First Trust Advisors LP | 0.00% | Add +0.9% | 52,563 | $6.8M |
| US Bancorp \de | 0.01% | Add +10.8% | 51,966 | $6.7M |
| Acima Private Wealth, LLC | 2.05% | Reduce -4.0% | 51,240 | $6.6M |
| Trilogy Capital Inc. | 0.29% | Reduce -49.0% | 50,082 | $6.5M |
| BNP Paribas Financial Markets | 0.00% | Add +131505.3% | 50,010 | $6.5M |
| Humankind Investments LLC | 2.83% | No change | 48,930 | $6.3M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -7.9% | 48,103 | $6.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.2% | 47,182 | $6.1M |
| Advisory Services Network, LLC | 0.09% | Reduce -5.4% | 47,060 | $6.1M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +13.4% | 44,109 | $5.7M |
| KKM Financial LLC | 0.99% | Reduce -6.7% | 42,967 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -39.2% | 42,251 | $5.5M |
| FMR LLC | 0.00% | Add +25.2% | 39,853 | $5.1M |
| Paragon Advisors, LLC | 1.35% | Reduce -6.8% | 38,584 | $5.0M |
| Creative Planning | 0.00% | Reduce -1.5% | 38,180 | $4.9M |
| Milestone Investment Advisors LLC | 1.13% | Add +0.0% | 36,118 | $4.7M |
| Quantinno Capital Management LP | 0.01% | Add +374.4% | 35,583 | $4.6M |
| Meridian Investment Counsel Inc. | 1.11% | Reduce -1.8% | 35,557 | $4.6M |
| DAVENPORT & Co LLC | 0.02% | Reduce -49.0% | 34,694 | $4.5M |
| Traphagen Investment Advisors LLC | 0.36% | Reduce -0.3% | 33,544 | $4.3M |
| Campion Asset Management | 2.97% | Reduce -1.0% | 33,173 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -16.4% | 30,676 | $4.0M |
| Interactive Financial Advisors, Inc. | 2.44% | Reduce -13.6% | 29,198 | $3.8M |
| Sheets Smith Wealth Management | 0.41% | Reduce -5.3% | 29,165 | $3.8M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -5.1% | 29,063 | $3.8M |
| Brown Advisory Inc. | 0.01% | Reduce -1.6% | 28,922 | $3.7M |
| Hilltop Holdings Inc. | 0.22% | Reduce -2.4% | 28,791 | $3.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.7% | 28,681 | $3.7M |
| Keystone Global Partners, LLC | 1.59% | Reduce -1.6% | 28,003 | $3.6M |
| IHT Wealth Management, LLC | 0.09% | Reduce -2.7% | 27,988 | $3.6M |
| Sowell Financial Services LLC | 0.13% | Reduce -0.4% | 27,599 | $3.6M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -45.2% | 27,433 | $3.5M |
| Journey Beyond Wealth, LLC | 2.80% | Reduce -11.3% | 27,259 | $3.5M |
| Financial Freedom, LLC | 1.72% | Add +3.7% | 26,892 | $3.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Reduce -12.4% | 26,807 | $3.5M |
| Stephens Inc. | 0.04% | Reduce -9.9% | 26,587 | $3.4M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -1.0% | 25,566 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Add +56.5% | 25,522 | $3.3M |
| Arete Wealth Advisors, LLC | 0.22% | Reduce -3.9% | 24,456 | $3.2M |
| Captrust Financial Advisors | 0.01% | Add +2.9% | 24,391 | $3.2M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Reduce -0.6% | 24,319 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +116.8% | 24,238 | $3.1M |
| Comerica Bank | 0.01% | Reduce -21.9% | 23,133 | $3.0M |
| Cresset Asset Management, LLC | 0.01% | Add +65.8% | 21,822 | $2.8M |
| Atria Investments, Inc | 0.03% | Reduce -44.9% | 21,475 | $2.8M |
| National Bank of Canada | 0.00% | Add +3.4% | 20,773 | $2.7M |
| Coastal Bridge Advisors, LLC | 0.20% | Reduce -50.8% | 20,260 | $2.6M |
| BXM Wealth LLC | 1.90% | Reduce -1.2% | 19,097 | $2.5M |
| Shelton Wealth Management, LLC | 1.07% | Reduce -6.3% | 18,935 | $2.4M |
| Smith, Moore & Co. | 0.18% | Reduce -0.6% | 18,655 | $2.4M |
| Clarity Wealth Advisors, LLC | 0.49% | Reduce -8.6% | 18,409 | $2.4M |
| Financial Management Professionals, Inc. | 0.24% | New | 18,181 | $2.3M |
| Houlihan Financial Resource Group, Ltd. | 0.87% | Add +125.3% | 17,402 | $2.2M |
| M&T Bank Corp | 0.01% | Reduce -0.6% | 17,338 | $2.2M |
| Webster Bank, N. A. | 0.21% | Reduce -1.3% | 17,048 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +33.7% | 16,342 | $2.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | New | 16,295 | $2.1M |
| Ak Global Asset Management, LLC | 1.83% | — | 16,237 | $2.1M |
| Caldwell Sutter Capital, Inc. | 0.86% | No change | 15,720 | $2.0M |
| Security Financial Services, INC. | 0.32% | Reduce -1.8% | 15,567 | $2.0M |
| Fort Sheridan Advisors LLC | 0.25% | Add +0.0% | 15,303 | $2.0M |
| Spruce Point Capital Management, LLC | 4.74% | — | 15,200 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -0.9% | 14,716 | $1.9M |
| Icon Wealth Advisors, LLC | 0.13% | No change | 14,688 | $1.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -15.2% | 14,685 | $1.9M |
| Comprehensive Financial Planning, Inc. | 1.24% | Add +27.4% | 14,536 | $1.9M |
| Wallace Hart LLC | 1.37% | Add +375.3% | 14,415 | $1.9M |
| Fiducient Advisors LLC | 0.23% | Reduce -5.4% | 14,264 | $1.8M |
| Citadel Advisors | 0.00% | New | 14,237 | $1.8M |
| Keebeck Wealth Management | 0.21% | Reduce -1.1% | 14,085 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -14.6% | 14,000 | $1.8M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -3.4% | 13,461 | $1.8M |
| Partners Capital Investment Group, LLP | 0.07% | Add +16.5% | 13,547 | $1.7M |
| Clifford Swan Investment Counsel LLC | 0.06% | No change | 13,500 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | New | 13,277 | $1.7M |
| Hazlett, Burt & Watson, Inc. | 0.54% | Add +7.6% | 13,142 | $1.7M |
| One Wealth Advisors, LLC | 0.21% | Reduce -1.2% | 13,110 | $1.7M |
| Unique Wealth, LLC | 0.23% | Add +2.8% | 12,843 | $1.7M |
| Copia Wealth Management | 1.18% | Add +5.8% | 12,791 | $1.7M |
| Harrell Investment Partners, LLC | 0.38% | Reduce -28.3% | 12,456 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +38.4% | 12,452 | $1.6M |
| Crescent Grove Advisors, LLC | 0.15% | Reduce -15.3% | 12,140 | $1.6M |
| Boston Family Office LLC | 0.10% | Add +1.3% | 12,059 | $1.6M |
| Legacy Edge Advisors, LLC | 0.17% | Reduce -1.6% | 11,924 | $1.5M |
| Ayalon Insurance Comp Ltd. | 0.37% | No change | 11,826 | $1.5M |
| RFG - Bristol Wealth Advisors, LLC | 0.42% | Reduce -10.9% | 11,767 | $1.5M |
| AQR Capital Management | 0.00% | Add +289.5% | 11,746 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +2.4% | 11,687 | $1.5M |
| Citigroup Inc. | 0.00% | Add +0.3% | 11,407 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +0.0% | 11,120 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +21.2% | 10,823 | $1.4M |
| WealthShield Partners, LLC | 0.15% | No change | 10,800 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | No change | 10,782 | $1.4M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 10,553 | $1.4M |
| Summit Financial, LLC | 0.02% | Reduce -3.3% | 10,456 | $1.4M |
| Nikulski Financial, Inc. | 0.32% | Reduce -17.9% | 10,444 | $1.3M |
| Founders Financial Securities LLC | 0.08% | Add +10.0% | 10,143 | $1.3M |
| Cypress Wealth Services, LLC | 0.18% | Add +32.4% | 10,016 | $1.3M |
| Composition Wealth, LLC | 0.02% | Reduce -0.2% | 9,789 | $1.3M |
| Clarius Group, LLC | 0.07% | No change | 9,774 | $1.3M |
| Avestar Capital, LLC | 0.09% | Reduce -1.3% | 9,731 | $1.3M |
| Empirical Asset Management, LLC | 0.35% | Reduce -1.0% | 9,638 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +24.0% | 9,232 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +413.9% | 9,214 | $1.2M |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 9,150 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Reduce -25.6% | 9,118 | $1.2M |
| Keel Point, LLC | 0.07% | No change | 9,100 | $1.2M |
| Harmony Asset Management LLC | 0.39% | Reduce -43.4% | 9,078 | $1.2M |
| Bawa N Mallick Trust | 0.43% | No change | 9,000 | $1.2M |
| Quotient Wealth Partners, LLC | 0.03% | Add +1.9% | 8,874 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.6% | 8,777 | $1.1M |
| AlTi Global, Inc. | 0.02% | No change | 8,767 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +22.8% | 8,725 | $1.1M |
| Beacon Financial Group | 0.11% | Reduce -0.3% | 8,683 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.30% | New | 8,654 | $1.1M |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 8,635 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.2% | 8,624 | $1.1M |
| Ascent Group, LLC | 0.04% | Reduce -23.1% | 8,229 | $1.1M |
| Kearns & Associates LLC | 0.55% | No change | 8,226 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | — | 8,201 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -53.0% | 7,877 | $1.0M |
| Arkadios Wealth Advisors | 0.02% | Add +12.5% | 7,848 | $1.0M |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -3.0% | 7,836 | $1.0M |
| Tandem Capital Management Corp. | 0.45% | Add +1.6% | 7,715 | $996K |
| Savvy Advisors, Inc. | 0.03% | Add +35.9% | 7,595 | $981K |
| Embree Financial Group | 0.12% | Add +0.0% | 7,392 | $955K |
| WealthTrust Axiom LLC | 0.24% | No change | 7,329 | $947K |
| Grandview Asset Management LLC | 0.26% | Add +146.9% | 7,230 | $934K |
| Kennedy Investment Group, Inc. | 0.35% | Add +7.2% | 7,170 | $926K |
| Lazard Asset Management LLC | 0.00% | No change | 7,110 | $918K |
| Accurate Wealth Management, LLC | 0.12% | Add +40.0% | 6,994 | $917K |
| Citizens National Bank Trust Department | 0.16% | Reduce -0.8% | 7,063 | $912K |
| Indivisible Partners | 0.10% | — | 6,893 | $890K |
| Willis Johnson & Associates, Inc. | 0.05% | Reduce -1.1% | 6,849 | $885K |
| Mystic Asset Management, Inc. | 0.20% | Add +0.1% | 6,783 | $876K |
| Retirement Planning Co of New England, Inc. | 0.35% | Reduce -1.9% | 6,677 | $862K |
| Kesler, Norman & Wride, LLC | 0.15% | Reduce -16.8% | 6,619 | $855K |
| Laurel Oak Wealth Management, LLC | 0.14% | — | 6,602 | $853K |
| Strait & Sound Wealth Management LLC | 0.32% | Add +0.6% | 6,569 | $848K |
| Rare Wolf Capital LLC | 0.52% | — | 6,474 | $836K |
| Kane Investment Management, Inc. | 0.40% | Add +136.4% | 6,455 | $834K |
| Asempa Wealth Advisors | 0.72% | — | 6,443 | $832K |
| Citizens Financial Group Inc. | 0.01% | Reduce -0.6% | 6,413 | $828K |
| Bollard Group LLC | 0.02% | Add +0.0% | 6,410 | $828K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.17% | No change | 6,300 | $814K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -5.3% | 6,162 | $796K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +0.0% | 6,158 | $795K |
| Belpointe Asset Management LLC | 0.03% | Reduce -83.1% | 6,039 | $780K |
| Financial Planning Hawaii, Inc. | 0.45% | — | 6,012 | $777K |
| Simplicity Wealth,LLC | 0.05% | Reduce -44.5% | 6,009 | $776K |
| Ridgeline Wealth, LLC | 0.53% | Reduce -0.1% | 5,941 | $767K |
| Eastern Bank | 0.01% | No change | 5,906 | $763K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -80.0% | 5,903 | $762K |
| Franklin Resources Inc. | 0.00% | No change | 5,896 | $762K |
| Ieq Capital, LLC | 0.00% | Add +7.0% | 5,893 | $761K |
| Independent Financial Group, LLC | 0.02% | Add +48.9% | 5,872 | $758K |
| Family Office Research LLC | 0.31% | Reduce -9.1% | 5,799 | $758K |
| TSA Wealth Managment LLC | 0.25% | Reduce -0.6% | 5,820 | $752K |
| Rollins Financial Advisors, LLC | 0.11% | Add +9.6% | 5,688 | $735K |
| Horst & Graben Wealth Management LLC | 0.11% | Reduce -0.6% | 5,644 | $729K |
| SOA Wealth Advisors, LLC. | 0.12% | Add +0.1% | 5,641 | $729K |
| Valmark Advisers, Inc. | 0.01% | Add +12.1% | 5,604 | $724K |
| Becker Capital Management Inc. | 0.02% | No change | 5,598 | $723K |
| Tufton Capital Management | 0.13% | No change | 5,575 | $720K |
| Schmidt P J Investment Management Inc. | 0.12% | Reduce -15.3% | 5,546 | $716K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -9.5% | 5,537 | $715K |
| Harbour Investments, Inc. | 0.01% | Add +1.1% | 5,479 | $708K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 5,400 | $697K |
| Fifth Third Bancorp | 0.00% | Reduce -13.2% | 5,348 | $691K |
| Glenmede Trust Co. NA | 0.00% | — | 5,292 | $684K |
| SCS Capital Management LLC | 0.01% | Reduce -0.7% | 5,201 | $672K |
| Strategic Blueprint, LLC | 0.04% | Reduce -1.1% | 5,201 | $672K |
| Kickstand Ventures, Llc. | 0.14% | Reduce -1.5% | 5,147 | $665K |
| Clearstead Advisors, LLC | 0.01% | Reduce -9.7% | 5,141 | $664K |
| Commerce Bank | 0.00% | No change | 5,128 | $662K |
| Ancora Advisors LLC | 0.01% | Reduce -26.0% | 5,113 | $660K |
| Bouchey Financial Group, Ltd. | 0.05% | No change | 5,070 | $655K |
| Compound Planning, Inc. | 0.02% | No change | 5,005 | $646K |
| Saxon Interests, Inc. | 0.23% | Reduce -0.4% | 4,951 | $639K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 4,926 | $636K |
| St. Johns Investment Management Company, LLC | 0.26% | No change | 4,918 | $635K |
| Guidance Point Advisors, LLC | 0.15% | Reduce -0.6% | 4,865 | $629K |
| Beaton Management Co. Inc. | 0.28% | Add +4.3% | 4,850 | $626K |
| Orleans Capital Management Corp. | 0.39% | No change | 4,819 | $622K |
| Safeguard Investment Advisory Group, LLC | 0.16% | Add +0.0% | 4,806 | $621K |
| First Horizon Corp. | 0.03% | No change | 4,729 | $611K |
| Sawgrass Asset Management LLC | 0.08% | No change | 4,662 | $602K |
| Southland Equity Partners LLC | 0.12% | Reduce -1.7% | 4,655 | $601K |
| Greenspring Advisors, LLC | 0.04% | Add +63.1% | 4,597 | $594K |
| Capital Wealth Alliance, LLC | 0.25% | Reduce -1.2% | 4,639 | $593K |
| Banque Cantonale Vaudoise | 0.02% | No change | 4,589 | $593K |
| World Investment Advisors | 0.01% | Reduce -30.9% | 4,578 | $591K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +0.3% | 4,556 | $588K |
| Principal Securities, Inc. | 0.01% | Add +5.2% | 4,520 | $584K |
| Centaurus Financial, Inc. | 0.03% | Add +10.4% | 4,515 | $583K |
| NorthRock Partners, LLC | 0.01% | Add +79.8% | 4,447 | $574K |
| GatePass Capital, LLC | 0.30% | New | 4,440 | $573K |
| Bogart Wealth, LLC | 0.02% | Add +81.0% | 4,423 | $571K |
| Leavell Investment Management, Inc. | 0.02% | Add +2.3% | 4,390 | $567K |
| Sunbelt Securities, Inc. | 0.04% | Add +1.0% | 4,385 | $566K |
| Fourth Dimension Wealth, LLC | 0.20% | Add +8.8% | 4,345 | $561K |
| Valued Retirements, Inc. | 0.55% | Reduce -0.1% | 4,320 | $558K |
| Horizon Bancorp Inc. | 0.27% | No change | 4,308 | $556K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,290 | $554K |
| Horizon Investments, LLC | 0.01% | Add +16.9% | 4,239 | $548K |
| 5T Wealth, LLC | 0.21% | Add +7.1% | 4,149 | $536K |
| Patten Group, Inc. | 0.10% | No change | 4,110 | $531K |
| Osprey Private Wealth LLC | 0.15% | New | 4,102 | $530K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -3.9% | 4,028 | $520K |
| Etesian Wealth Advisors, Inc. | 0.16% | No change | 4,025 | $520K |
| Manchester Capital Management LLC | 0.07% | No change | 3,843 | $496K |
| Alpha Capital Advisors Inc. | 0.46% | — | 3,757 | $495K |
| 4J Wealth Management LLC | 0.28% | No change | 3,834 | $495K |
| Seldon Capital LP | 0.17% | No change | 3,786 | $489K |
| Cape Investment Advisory, Inc. | 0.15% | Reduce -4.9% | 3,689 | $476K |
| High Falls Advisors, Inc | 0.10% | Add +1.9% | 3,677 | $475K |
| Tortoise Investment Management, LLC | 0.04% | Reduce -4.0% | 3,674 | $475K |
| Paragon Financial Partners, Inc. | 0.29% | Add +0.1% | 3,657 | $472K |
| Diversified Trust Co. | 0.01% | No change | 3,648 | $471K |
| Capital Advisors, Ltd. LLC | 0.05% | Add +249.1% | 3,638 | $470K |
| Debussy Capital Management LP | 0.06% | No change | 3,595 | $464K |
| Hubbell Strickland Wealth Management, LLC | 0.19% | Reduce -8.0% | 3,579 | $462K |
| PFG Investments, LLC | 0.02% | Add +31.5% | 3,571 | $461K |
| Claro Advisors Inc. | 0.06% | Add +61.3% | 3,559 | $460K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -9.1% | 3,559 | $460K |
| Mgo One Seven LLC | 0.01% | Reduce -19.8% | 3,519 | $455K |
| Global Trust Asset Management, LLC | 0.18% | Add +131.8% | 3,477 | $449K |
| QRG Capital Management, Inc. | 0.00% | Reduce -0.4% | 3,441 | $444K |
| IFP Advisors, Inc | 0.01% | Reduce -6.1% | 3,425 | $442K |
| Channel Wealth LLC | 0.11% | Reduce -6.1% | 3,417 | $441K |
| Motco | 0.04% | No change | 3,402 | $439K |
| TPG Advisors LLC | 0.27% | Reduce -1.7% | 3,339 | $431K |
| Advisory Alpha, LLC | 0.01% | Reduce -31.0% | 3,319 | $429K |
| Geneos Wealth Management Inc. | 0.01% | No change | 3,302 | $426K |
| Legacy Advisors, LLC | 0.05% | No change | 3,300 | $426K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.2% | 3,273 | $423K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +7.0% | 3,259 | $421K |
| Choreo, LLC | 0.01% | Reduce -1.8% | 3,209 | $419K |
| Phillips Wealth Planners LLC | 0.33% | Reduce -53.2% | 3,201 | $411K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -0.2% | 3,117 | $403K |
| Dakota Wealth Management | 0.01% | No change | 3,000 | $387K |
| Forefront Wealth Partners, LLC | 0.18% | Reduce -17.3% | 2,937 | $379K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.1% | 2,881 | $372K |
| International Assets Investment Management, LLC | 0.03% | Reduce -1.7% | 2,864 | $370K |
| SageView Advisory Group, LLC | 0.01% | Reduce -10.4% | 2,830 | $366K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 2,820 | $364K |
| TFC Financial Management, Inc. | 0.05% | Reduce -6.3% | 2,810 | $363K |
| Peck Wealth Management, LLC | 0.34% | Add +0.0% | 2,776 | $359K |
| AE Wealth Management LLC | 0.00% | Add +181.4% | 2,755 | $356K |
| High Point Wealth Management, LLC | 0.34% | — | 2,728 | $352K |
| Roundview Capital LLC | 0.02% | No change | 2,706 | $350K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 2,681 | $346K |
| Red Door Wealth Management, LLC | 0.04% | No change | 2,671 | $345K |
| Scott & Selber, Inc. | 0.09% | No change | 2,646 | $342K |
| Global Financial Private Client, LLC | 0.12% | No change | 2,632 | $340K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 2,604 | $336K |
| BlackRock, Inc. | 0.00% | Add +37.9% | 2,601 | $336K |
| WESPAC Advisors, LLC | 0.18% | Reduce -76.2% | 2,597 | $335K |
| Trexquant Investment LP | 0.00% | Reduce -18.5% | 2,584 | $334K |
| Bank of New Hampshire | 0.07% | No change | 2,580 | $333K |
| Advisors Capital Management, LLC | 0.00% | Reduce -2.3% | 2,569 | $332K |
| CX Institutional | 0.01% | Add +20.8% | 2,555 | $330K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.0% | 2,547 | $329K |
| Ring Mountain Capital, LLC | 0.17% | No change | 2,520 | $329K |
| NewEdge Wealth, LLC | 0.00% | New | 2,514 | $325K |
| Aries Wealth Management | 0.07% | No change | 2,500 | $323K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -63.6% | 2,487 | $321K |
| Trek Financial, LLC | 0.02% | Add +0.8% | 2,472 | $319K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.4% | 2,446 | $316K |
| Manhattan West Asset Management, LLC | 0.06% | No change | 2,400 | $310K |
| Westside Investment Management, Inc. | 0.05% | Reduce -11.1% | 2,400 | $310K |
| BlueChip Wealth Advisors LLC | 0.13% | No change | 2,392 | $309K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -41.0% | 2,314 | $299K |
| Regions Financial Corp. | 0.00% | New | 2,301 | $297K |
| Financial Insights, Inc. | 0.10% | No change | 2,279 | $294K |
| Betterment LLC | 0.00% | Add +1.0% | 2,277 | $294K |
| Harbour Trust & Investment Management Co | 0.03% | No change | 2,262 | $292K |
| McGrath & Associates, Inc. | 0.41% | No change | 2,260 | $292K |
| Eq LLC | 0.08% | No change | 2,234 | $289K |
| Wedmont Private Capital | 0.01% | Add +0.2% | 2,188 | $287K |
| Gouws Capital LLC | 0.15% | Reduce -0.5% | 2,175 | $281K |
| Argent Trust Co | 0.01% | No change | 2,130 | $275K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,100 | $271K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 2,064 | $267K |
| GEM Asset Management, LLC | 0.12% | No change | 2,016 | $265K |
| Daybright Advisory Services, Inc. | 0.07% | — | 2,048 | $264K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -76.3% | 2,047 | $264K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 2,044 | $264K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -9.8% | 2,043 | $264K |
| Great Waters Wealth Management | 0.03% | Reduce -0.6% | 2,028 | $262K |
| Vise Technologies, Inc. | 0.01% | Reduce -1.4% | 2,005 | $259K |
| Middleton & Co. Inc. | 0.03% | No change | 2,000 | $258K |
| GeoWealth Management, LLC | 0.01% | Reduce -54.6% | 1,978 | $255K |
| Moors & Cabot, Inc. | 0.01% | No change | 1,972 | $255K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.5% | 1,960 | $253K |
| Clarity Financial LLC | 0.02% | No change | 1,948 | $252K |
| Main Street Research LLC | 0.01% | No change | 1,932 | $250K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +8.4% | 1,856 | $240K |
| Blankinship & Foster, LLC | 0.05% | No change | 1,847 | $239K |
| Ewa, LLC | 0.06% | Reduce -1.8% | 1,833 | $237K |
| Silver Oak Wealth Advisors Services, LLC | 0.15% | No change | 1,800 | $232K |
| Newman Dignan & Sheerar, Inc. | 0.05% | No change | 1,800 | $232K |
| Shepherd Financial Partners LLC | 0.02% | No change | 1,800 | $232K |
| 1900 Wealth Management LLC | 0.01% | No change | 1,800 | $232K |
| Klingman & Associates, LLC | 0.01% | No change | 1,800 | $232K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.9% | 1,765 | $229K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | — | 1,765 | $228K |
| Milestone Asset Management Group, LLC | 0.13% | No change | 1,752 | $226K |
| Castle Rock Wealth Management, LLC | 0.05% | No change | 1,800 | $226K |
| One Charles Private Wealth Services, LLC | 0.06% | New | 1,747 | $226K |
| Eagle Strategies LLC | 0.03% | No change | 1,747 | $226K |
| First Foundation Advisors | 0.01% | No change | 1,734 | $224K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 1,722 | $222K |
| Certior Financial Group, LLC | 0.15% | Add +1.1% | 1,722 | $222K |
| KCM Investment Advisors LLC | 0.01% | New | 1,680 | $217K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -7.3% | 1,650 | $213K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 1,650 | $213K |
| W Advisors, LLC | 0.11% | No change | 1,640 | $212K |
| Money Concepts Capital Corp. | 0.01% | Reduce -9.9% | 1,634 | $211K |
| Montis Financial, LLC | 0.04% | No change | 1,621 | $209K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.07% | No change | 1,620 | $209K |
| Empower Advisory Group, LLC | 0.00% | New | 1,613 | $208K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -0.9% | 1,606 | $207K |
| Csenge Advisory Group | 0.01% | Reduce -36.6% | 1,590 | $205K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -4.5% | 1,582 | $204K |
| CreativeOne Wealth, LLC | 0.00% | Reduce -1.0% | 1,572 | $203K |
| Beck Capital Management, LLC | 0.05% | Reduce -2.7% | 1,560 | $201K |
| Savant Capital, LLC | 0.00% | New | 1,556 | $201K |
| Vermillion Wealth Management, Inc. | 0.08% | No change | 1,488 | $192K |
| CIBC Private Wealth Group LLC | 0.00% | Add +20.5% | 1,394 | $180K |
| Capital Analysts, LLC | 0.00% | Add +0.1% | 1,379 | $178K |
| Smartleaf Asset Management LLC | 0.01% | Add +3.4% | 1,303 | $170K |
| Portfolio Resources Advisor Group, Inc. | 0.16% | — | 1,272 | $164K |
| TCTC Holdings, LLC | 0.00% | No change | 1,233 | $159K |
| Arax Advisory Partners | 0.00% | New | 1,170 | $151K |
| Marshall & Sterling Wealth Advisors Inc. | 0.09% | Add +75.2% | 1,104 | $143K |
| Elevation Wealth Partners, LLC | 0.05% | Reduce -30.8% | 1,062 | $137K |
| Godfrey Financial Associates, Inc. | 0.12% | — | 1,055 | $136K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,045 | $135K |
| Colonial Trust Co / SC | 0.02% | No change | 990 | $128K |
| N.E.W. Advisory Services LLC | 0.01% | Add +100.0% | 964 | $125K |
| Independence Bank of Kentucky | 0.02% | No change | 960 | $124K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 930 | $120K |
| Creative Financial Designs Inc. | 0.01% | Reduce -6.9% | 927 | $120K |
| Signature Equity Partners, LLC | 0.07% | — | 913 | $118K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 865 | $112K |
| CENTRAL TRUST Co | 0.00% | No change | 816 | $105K |
| United Community Bank | 0.04% | Add +10.7% | 797 | $103K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 783 | $101K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 767 | $100K |
| Russell Investments Group, Ltd. | 0.00% | No change | 739 | $95K |
| HM Payson & Co. | 0.00% | No change | 650 | $84K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +10.7% | 561 | $72K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -9.7% | 560 | $72K |
| Navalign, LLC | 0.02% | New | 534 | $69K |
| Navigoe, LLC | 0.04% | No change | 540 | $69K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -85.1% | 531 | $69K |
| Y.D. More Investments Ltd | 0.00% | Add +17.6% | 529 | $68K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -13.0% | 522 | $67K |
| Nemes Rush Group LLC | 0.01% | New | 514 | $66K |
| Group One Trading LLC | 0.00% | New | 513 | $66K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 506 | $65K |
| Concord Wealth Partners | 0.01% | No change | 493 | $64K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 450 | $58K |
| Caitlin John, LLC | 0.04% | Add +2.5% | 449 | $58K |
| Bayban | 0.05% | — | 429 | $55K |
| Missouri Trust & Investment Co | 0.02% | No change | 400 | $52K |
| Bell Investment Advisors, Inc | 0.01% | No change | 389 | $50K |
| Anchor Investment Management, LLC | 0.00% | No change | 384 | $50K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 384 | $50K |
| Investors Research Corp | 0.01% | No change | 372 | $48K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 367 | $47K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 351 | $45K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 350 | $45K |
| MAI Capital Management | 0.00% | Reduce -78.8% | 320 | $41K |
| Root Financial Partners, LLC | 0.00% | No change | 311 | $40K |
| Aptus Capital Advisors, LLC | 0.00% | Add +116.0% | 311 | $40K |
| Avion Wealth | 0.01% | No change | 310 | $40K |
| Clearstead Trust, LLC | 0.01% | New | 300 | $39K |
| Howe & Rusling Inc. | 0.00% | No change | 300 | $39K |
| KERR FINANCIAL PLANNING Corp | 0.05% | Reduce -0.3% | 300 | $37K |
| Cary Street Partners Financial LLC | 0.00% | New | 284 | $37K |
| Spire Wealth Management | 0.00% | Reduce -92.5% | 261 | $34K |
| Key Financial Inc | 0.01% | No change | 258 | $33K |
| Kozak & Associates, Inc. | 0.01% | No change | 254 | $33K |
| Creative Capital Management Investments LLC | 0.01% | No change | 252 | $33K |
| Colonial Trust Advisors | 0.00% | No change | 240 | $31K |
| Atlantic Union Bankshares Corp | 0.00% | Add +153.2% | 238 | $31K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 237 | $31K |
| Private Trust Co. NA | 0.00% | Reduce -57.8% | 227 | $29K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 222 | $29K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -58.4% | 211 | $28K |
| Tucker Asset Management LLC | 0.01% | New | 213 | $28K |
| Trust Co. of Vermont | 0.00% | No change | 210 | $27K |
| Delta Asset Management LLC | 0.00% | No change | 168 | $22K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -75.9% | 157 | $20K |
| MCF Advisors LLC | 0.00% | New | 154 | $20K |
| Atomic Invest LLC | 0.01% | — | 149 | $19K |
| Matrix Private Capital Group LLC | 0.01% | Reduce -25.0% | 150 | $19K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +6900.0% | 140 | $18K |
| Biltmore Family Office, LLC | 0.00% | No change | 138 | $18K |
| Fortis Group Advisors, LLC | 0.00% | No change | 132 | $17K |
| Rice Partnership, LLC | 0.00% | No change | 128 | $17K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 125 | $16K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 120 | $16K |
| CoreCap Advisors, LLC | 0.00% | Reduce -68.8% | 119 | $15K |
| Archer Investment Corp | 0.00% | No change | 114 | $15K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 110 | $14K |
| Lanark Financial, Inc. | 0.00% | Reduce -53.0% | 100 | $13K |
| Graney & King, LLC | 0.01% | No change | 100 | $13K |
| Dunhill Financial, LLC | 0.00% | No change | 94 | $12K |
| Hantz Financial Services, Inc. | 0.00% | New | 91 | $12K |
| Whittier Trust Co. | 0.00% | Reduce -89.4% | 90 | $12K |
| Blue Trust, Inc. | 0.00% | Add +600.0% | 84 | $11K |
| First United Bank & Trust | 0.00% | No change | 83 | $11K |
| Realta Investment Advisors | 0.00% | No change | 78 | $10K |
| WealthCollab, LLC | 0.00% | New | 77 | $10K |
| Founders Financial Alliance, LLC | 0.00% | No change | 73 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -54.1% | 72 | $9K |
| Adirondack Trust Co. | 0.00% | New | 72 | $9K |
| Pioneer Family Office, LLC | 0.01% | — | 71 | $9K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 67 | $9K |
| Van Eck Associates Corp. | 0.00% | No change | 53 | $7K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 52 | $7K |
| Evermay Wealth Management LLC | 0.00% | New | 45 | $6K |
| Perkins Coie Trust Co | 0.00% | No change | 45 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 42 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 41 | $5K |
| SHP Wealth Management | 0.00% | — | 30 | $4K |
| Hager Investment Management Services, LLC | 0.00% | New | 28 | $4K |
| LM Advisors LLC | 0.01% | Reduce -87.1% | 387 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 21 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | New | 18 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +13.3% | 17 | $2K |
| Go Invest LLC | 0.00% | — | 14 | $2K |
| New Republic Capital, LLC | 0.00% | No change | 4 | $517 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 1 | $130 |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.