iShares Expanded Tech SectorIGMETF
13F holders, Q2 2026 (June 30)561holders +51
74new positions
23sold out
4famous investors
$164.52avg. 13F price*
At the end of Q2 2026, 561 institutions reported holding iShares Expanded Tech Sector (IGM) in their 13F filings, up 51 from Q1 2026. 74 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($528.7M), Morgan Stanley ($384.7M) and Signature Estate & Investment Advisors LLC ($343.9M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $100.7M |
| Exits | 23 | $29.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,699,745 shares bought and 3,620,889 shares sold, net −1,921,144 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| Bank of America Corp. | 0.03% | Reduce -3.6% | 3,232,078 | $528.7M |
| Morgan Stanley | 0.02% | Add +0.8% | 2,351,927 | $384.7M |
| Signature Estate & Investment Advisors LLC | 6.19% | Add +13.1% | 2,102,124 | $343.9M |
| Raymond James Financial Inc. | 0.07% | Reduce -5.3% | 1,659,888 | $271.5M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -7.1% | 1,655,001 | $270.7M |
| LPL Financial LLC | 0.05% | Reduce -6.3% | 1,358,497 | $222.2M |
| Royal Bank of Canada | 0.03% | Reduce -3.2% | 1,194,984 | $195.5M |
| Cerity Partners LLC | 0.19% | Reduce -0.9% | 944,121 | $154.4M |
| Truist Financial Corp. | 0.18% | Reduce -8.4% | 933,207 | $152.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -26.1% | 913,067 | $146.0M |
| Janney Montgomery Scott LLC | 0.28% | Reduce -12.5% | 873,191 | $142.8M |
| WestEnd Advisors, LLC | 2.61% | Reduce -14.5% | 714,852 | $116.9M |
| Bank of Montreal | 0.04% | Add +3249.2% | 695,523 | $113.8M |
| Destination Wealth Management | 2.30% | Reduce -2.8% | 603,056 | $98.6M |
| Gray Foundation | 20.16% | No change | 559,116 | $91.5M |
| UBS Group AG | 0.01% | Reduce -4.1% | 541,084 | $88.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -4.2% | 523,630 | $85.8M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -2.4% | 480,102 | $78.5M |
| Steward Partners Investment Advisory, LLC | 0.37% | Reduce -45.0% | 446,206 | $73.0M |
| Wells Fargo & Company | 0.01% | Add +7.8% | 413,258 | $67.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | Reduce -16.1% | 404,890 | $66.2M |
| Portfolio Strategies, Inc. | 5.48% | Reduce -1.1% | 341,472 | $55.9M |
| PGIM Custom Harvest LLC | 0.67% | Reduce -11.3% | 327,192 | $53.5M |
| Stifel Financial Corp. | 0.04% | Reduce -2.0% | 282,184 | $46.2M |
| FIL Ltd | 0.03% | Reduce -23.4% | 257,300 | $42.1M |
| Legacy Financial Strategies, LLC | 6.48% | Reduce -0.1% | 255,742 | $41.8M |
| Victory Capital Management Inc. | 0.02% | Reduce -12.9% | 254,167 | $41.6M |
| Osaic Holdings, Inc. | 0.05% | Add +11.8% | 243,168 | $39.8M |
| Coppell Advisory Solutions LLC | 3.18% | New | 27 | $38.2M |
| Lido Advisors, LLC | 0.13% | Reduce -0.1% | 229,127 | $37.5M |
| Allworth Financial LP | 0.16% | Reduce -2.9% | 225,825 | $36.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.7% | 184,430 | $30.2M |
| Cetera Investment Advisers | 0.02% | Add +1.5% | 153,650 | $25.1M |
| Focus Partners Wealth | 0.02% | Reduce -0.1% | 145,612 | $23.8M |
| Exchange Traded Concepts, LLC | 0.12% | New | 144,540 | $23.6M |
| Bailard, Inc. | 0.44% | Reduce -3.1% | 131,527 | $21.5M |
| White Lighthouse Investment Management Inc. | 2.63% | Add +4.4% | 128,824 | $21.1M |
| Mathes Company, Inc. | 6.28% | No change | 123,235 | $20.2M |
| Seven Bridges Advisors LLC | 9.59% | — | 121,642 | $19.9M |
| MML Investors Services, LLC | 0.04% | Reduce -2.6% | 119,676 | $19.6M |
| Cibc World Market Inc. | 0.03% | Reduce -2.4% | 109,692 | $17.9M |
| Assetmark, Inc. | 0.03% | Reduce -12.8% | 107,390 | $17.6M |
| Shira Ridge Wealth Management | 6.05% | Reduce -5.1% | 106,089 | $17.4M |
| Sanctuary Advisors, LLC | 0.08% | Add +0.6% | 105,670 | $17.3M |
| HB Wealth Management, LLC | 0.10% | Reduce -9.1% | 105,421 | $17.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +0.4% | 104,438 | $17.1M |
| Dynamic Wealth Strategies, LLC | 8.84% | Reduce -0.3% | 101,456 | $16.6M |
| Wealthspire Advisors, LLC | 0.09% | Add +2619.8% | 101,013 | $16.5M |
| Sagespring Wealth Partners, LLC | 0.25% | Reduce -2.3% | 100,908 | $16.5M |
| Corient Private Wealth LP | 0.02% | Reduce -2.4% | 100,862 | $16.5M |
| Apollon Wealth Management, LLC | 0.20% | Reduce -0.5% | 100,478 | $16.4M |
| Decker Wealth Management LLC | 3.49% | Reduce -3.5% | 100,285 | $16.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -5.6% | 93,447 | $15.3M |
| &partners | 0.06% | Add +4.1% | 89,756 | $14.7M |
| Fairscale Capital, LLC | 8.42% | Reduce -0.4% | 86,158 | $14.1M |
| Baker Avenue Asset Management, LP | 0.24% | Add +1.2% | 75,801 | $12.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.3% | 74,533 | $12.2M |
| Prostatis Group LLC | 2.69% | Reduce -17.2% | 70,638 | $11.6M |
| Private Advisor Group, LLC | 0.05% | Add +32.8% | 69,486 | $11.4M |
| Jones Financial Companies LLLP | 0.00% | Add +12.8% | 70,435 | $11.0M |
| WealthBridge Capital Management, LLC | 2.15% | Reduce -2.4% | 66,166 | $10.8M |
| Deutsche Bank AG | 0.00% | Reduce -0.6% | 62,863 | $10.3M |
| Global Retirement Partners, LLC | 0.15% | — | 61,354 | $10.0M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +18.6% | 59,498 | $9.7M |
| Scotia Capital Inc. | 0.04% | Reduce -1.5% | 58,690 | $9.6M |
| Meridian Wealth Management, LLC | 0.30% | Reduce -9.0% | 58,381 | $9.5M |
| US Bancorp \de | 0.01% | Reduce -2.1% | 57,165 | $9.4M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -17.7% | 56,977 | $9.3M |
| Integrity Investment Advisors, LLC | 4.05% | Reduce -5.2% | 56,836 | $9.3M |
| Graves Light Lenhart Wealth, Inc. | 0.85% | No change | 55,973 | $9.2M |
| Aft, Forsyth & Company, Inc. | 4.05% | Reduce -1.9% | 51,531 | $8.4M |
| Asset Management Group, Inc. | 1.23% | Reduce -7.2% | 51,524 | $8.4M |
| Midland Wealth Advisors, LLC | 0.38% | Reduce -5.8% | 49,955 | $8.2M |
| Mariner, LLC | 0.01% | Reduce -63.5% | 47,588 | $7.8M |
| NewEdge Advisors, LLC | 0.02% | Add +5.4% | 47,383 | $7.8M |
| Cadent Capital Advisors, LLC | 1.58% | Add +7.0% | 46,640 | $7.6M |
| First Trust Advisors LP | 0.00% | Add +3.7% | 45,452 | $7.4M |
| FMR LLC | 0.00% | Add +6.8% | 44,353 | $7.3M |
| Acima Private Wealth, LLC | 2.08% | No change | 43,740 | $7.2M |
| VMS Asset Management Limited | 2.17% | Reduce -41.3% | 41,725 | $6.8M |
| Creative Planning | 0.00% | Add +3.0% | 41,294 | $6.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.3% | 40,505 | $6.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.5% | 40,369 | $6.6M |
| DAVENPORT & Co LLC | 0.03% | Reduce -4.0% | 38,779 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.6% | 38,769 | $6.3M |
| KKM Financial LLC | 0.86% | Reduce -10.4% | 38,509 | $6.3M |
| Quantinno Capital Management LP | 0.01% | Add +1.9% | 38,384 | $6.3M |
| Paragon Advisors, LLC | 1.32% | Add +1.1% | 38,366 | $6.3M |
| Advisory Services Network, LLC | 0.07% | Reduce -2.9% | 35,571 | $5.8M |
| Meridian Investment Counsel Inc. | 1.24% | No change | 35,257 | $5.8M |
| Milestone Investment Advisors LLC | 1.24% | Reduce -3.5% | 35,000 | $5.7M |
| Campion Asset Management | 3.42% | Add +1.3% | 34,297 | $5.6M |
| Avior Wealth Management, LLC | 0.15% | New | 33,917 | $5.5M |
| Traphagen Investment Advisors LLC | 0.39% | Reduce -0.8% | 33,162 | $5.4M |
| Union Bancaire Privee, UBP SA | 0.06% | New | 41,725 | $5.4M |
| Interactive Financial Advisors, Inc. | 2.98% | Add +1.9% | 30,172 | $4.9M |
| Bank of New York Mellon Corp | 0.00% | Add +16.5% | 29,591 | $4.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +4.0% | 29,403 | $4.8M |
| Keystone Global Partners, LLC | 1.74% | No change | 28,003 | $4.6M |
| Financial Freedom, LLC | 2.09% | Add +0.6% | 27,847 | $4.6M |
| Hilltop Holdings Inc. | 0.37% | Add +3.0% | 27,754 | $4.5M |
| IHT Wealth Management, LLC | 0.10% | Reduce -1.3% | 27,486 | $4.5M |
| Journey Beyond Wealth, LLC | 3.48% | Reduce -8.6% | 27,273 | $4.5M |
| Sowell Financial Services LLC | 0.14% | Reduce -1.1% | 26,940 | $4.4M |
| Stephens Inc. | 0.05% | Add +0.6% | 26,748 | $4.4M |
| Perigon Wealth Management, LLC | 0.07% | Add +0.1% | 25,866 | $4.2M |
| Brown Advisory Inc. | 0.01% | No change | 25,733 | $4.2M |
| Captrust Financial Advisors | 0.01% | Reduce -0.4% | 25,593 | $4.2M |
| Wallace Hart LLC | 2.60% | Add +5.2% | 25,447 | $4.2M |
| Sheets Smith Wealth Management | 0.41% | Reduce -12.0% | 24,912 | $4.1M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -4.6% | 24,194 | $4.0M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Add +2.2% | 24,509 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -10.7% | 24,176 | $3.9M |
| Flow Traders U.S. LLC | 0.16% | Add +78.6% | 23,651 | $3.9M |
| Rwa Wealth Partners, LLC | 0.04% | No change | 23,580 | $3.9M |
| Park Avenue Securities LLC | 0.02% | Reduce -6.7% | 22,617 | $3.7M |
| Cresset Asset Management, LLC | 0.01% | Add +0.5% | 22,194 | $3.6M |
| Fifth Third Bancorp | 0.01% | Reduce -18.8% | 22,140 | $3.6M |
| Arete Wealth Advisors, LLC | 0.23% | New | 21,506 | $3.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -4.5% | 20,556 | $3.3M |
| Smith, Moore & Co. | 0.22% | Add +1.1% | 20,381 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -4.5% | 19,932 | $3.3M |
| Coastal Bridge Advisors, LLC | 0.20% | Reduce -12.5% | 19,416 | $3.2M |
| National Bank of Canada | 0.00% | Reduce -0.8% | 19,417 | $3.2M |
| Atria Investments, Inc | 0.03% | Reduce -6.8% | 19,346 | $3.2M |
| Tudor Investment Corporation | 0.01% | Add +209.5% | 19,177 | $3.1M |
| William John Sempolinski | 1.22% | Add +156.3% | 18,468 | $3.0M |
| BXM Wealth LLC | 1.56% | Reduce -0.3% | 17,572 | $2.9M |
| Wellington Management Group LLP | 0.00% | Reduce -83.7% | 17,492 | $2.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -14.2% | 24,055 | $2.9M |
| Houlihan Financial Resource Group, Ltd. | 1.01% | Reduce -0.6% | 17,302 | $2.8M |
| M&T Bank Corp | 0.01% | No change | 17,033 | $2.8M |
| SteelPeak Wealth, LLC | 0.07% | New | 16,928 | $2.8M |
| Webster Bank, N. A. | 0.23% | No change | 16,513 | $2.7M |
| HRT Financial LP | 0.00% | Add +194.5% | 16,509 | $2.7M |
| Shelton Wealth Management, LLC | 1.07% | Reduce -11.3% | 16,501 | $2.7M |
| Copia Wealth Management | 1.62% | Add +6.6% | 16,465 | $2.7M |
| Farther Finance Advisors, LLC | 0.02% | Add +130.7% | 16,442 | $2.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -14.4% | 16,111 | $2.6M |
| Citizens Financial Group Inc. | 0.03% | Add +140.4% | 15,416 | $2.5M |
| Fort Sheridan Advisors LLC | 0.27% | Reduce -0.6% | 15,189 | $2.5M |
| Caldwell Sutter Capital, Inc. | 0.93% | Reduce -3.8% | 15,120 | $2.5M |
| AQR Capital Management | 0.00% | Add +19.6% | 14,874 | $2.4M |
| Comprehensive Financial Planning, Inc. | 1.29% | Reduce -1.9% | 14,830 | $2.4M |
| Clarity Wealth Advisors, LLC | 0.42% | Reduce -12.7% | 14,587 | $2.4M |
| Clearstead Advisors, LLC | 0.02% | Reduce -41.4% | 14,336 | $2.3M |
| Renaissance Technologies | 0.00% | New | 14,318 | $2.3M |
| Fiducient Advisors LLC | 0.33% | No change | 14,264 | $2.3M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +0.1% | 14,096 | $2.3M |
| Keebeck Wealth Management | 0.22% | Reduce -0.6% | 13,987 | $2.3M |
| Creative Capital Management Investments LLC | 0.53% | Add +5422.6% | 13,917 | $2.3M |
| Icon Wealth Advisors, LLC | 0.14% | No change | 13,888 | $2.3M |
| Citigroup Inc. | 0.00% | Add +24.3% | 13,783 | $2.3M |
| Partners Capital Investment Group, LLP | 0.08% | Add +0.0% | 13,553 | $2.2M |
| Clifford Swan Investment Counsel LLC | 0.07% | No change | 13,500 | $2.2M |
| Hazlett, Burt & Watson, Inc. | 0.57% | No change | 13,142 | $2.1M |
| Security Financial Services, INC. | 0.29% | No change | 12,608 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +12.5% | 12,513 | $2.0M |
| Sigma Planning Corp | 0.05% | Add +6.8% | 12,493 | $2.0M |
| Diversify Advisory Services, LLC | 0.03% | New | 13,335 | $2.0M |
| Diversify Wealth Management, LLC | 0.03% | Reduce -6.2% | 13,335 | $2.0M |
| Crescent Grove Advisors, LLC | 0.17% | No change | 12,140 | $2.0M |
| Boston Family Office LLC | 0.12% | No change | 12,059 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -11.1% | 11,949 | $2.0M |
| Ayalon Insurance Comp Ltd. | 0.24% | No change | 11,826 | $1.9M |
| Legacy Edge Advisors, LLC | 0.17% | No change | 11,624 | $1.9M |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 11,543 | $1.9M |
| One Wealth Advisors, LLC | 0.21% | Reduce -1.1% | 11,527 | $1.9M |
| XTX Topco Ltd | 0.02% | Reduce -48.8% | 11,206 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -11.7% | 11,161 | $1.8M |
| Waverly Advisors, LLC | 0.01% | Add +20.8% | 11,135 | $1.8M |
| Accurate Wealth Management, LLC | 0.17% | Add +27.3% | 11,034 | $1.8M |
| WealthShield Partners, LLC | 0.27% | Reduce -0.0% | 10,800 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | No change | 10,782 | $1.8M |
| Summit Financial, LLC | 0.02% | Add +5.4% | 10,479 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +102.3% | 10,350 | $1.7M |
| Composition Wealth, LLC | 0.02% | Reduce -0.1% | 10,340 | $1.7M |
| Empirical Asset Management, LLC | 0.38% | Add +4.2% | 10,289 | $1.7M |
| Creative Financial Designs Inc. | 0.08% | Add +1009.2% | 10,282 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Add +7.7% | 10,166 | $1.7M |
| Simon Quick Advisors, LLC | 0.07% | Add +251.9% | 10,143 | $1.7M |
| Harrell Investment Partners, LLC | 0.34% | Add +0.1% | 9,620 | $1.6M |
| Arkadios Wealth Advisors | 0.02% | Reduce -4.2% | 9,569 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +10.4% | 9,396 | $1.5M |
| Harmony Asset Management LLC | 0.41% | Reduce -1.6% | 9,369 | $1.5M |
| Cypress Wealth Services, LLC | 0.19% | No change | 9,364 | $1.5M |
| Avestar Capital, LLC | 0.09% | Reduce -1.9% | 9,292 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -0.0% | 9,280 | $1.5M |
| AlTi Global, Inc. | 0.03% | Add +8.4% | 9,213 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.3% | 9,210 | $1.5M |
| Unique Wealth, LLC | 0.17% | Reduce -15.4% | 9,145 | $1.5M |
| Keel Point, LLC | 0.09% | No change | 9,100 | $1.5M |
| Bawa N Mallick Trust | 0.48% | No change | 9,000 | $1.5M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -0.6% | 8,950 | $1.5M |
| RFG - Bristol Wealth Advisors, LLC | 0.35% | Add +0.0% | 8,943 | $1.5M |
| Savvy Advisors, Inc. | 0.03% | Reduce -6.8% | 8,910 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.0% | 8,854 | $1.4M |
| Blair William & Co. | 0.00% | Add +14.8% | 8,749 | $1.4M |
| Forefront Wealth Partners, LLC | 0.44% | Add +0.5% | 8,710 | $1.4M |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 8,635 | $1.4M |
| Trilogy Capital Inc. | 0.06% | Reduce -82.4% | 8,615 | $1.4M |
| Beacon Financial Group | 0.13% | Reduce -0.9% | 8,594 | $1.4M |
| Kearns & Associates LLC | 0.63% | No change | 8,226 | $1.3M |
| Ascent Group, LLC | 0.04% | Reduce -3.5% | 7,931 | $1.3M |
| Belvedere Trading LLC | 0.11% | New | 7,818 | $1.3M |
| Vise Technologies, Inc. | 0.01% | Add +289.7% | 7,814 | $1.3M |
| Becker Capital Management Inc. | 0.03% | No change | 7,800 | $1.3M |
| Kennedy Investment Group, Inc. | 0.42% | Add +0.1% | 7,629 | $1.2M |
| Founders Financial Securities LLC | 0.06% | Add +0.6% | 7,575 | $1.2M |
| Embree Financial Group | 0.12% | Add +0.0% | 7,396 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -99.3% | 7,310 | $1.2M |
| Lazard Freres Gestion S.A.S. | 0.02% | No change | 7,110 | $1.2M |
| Citizens National Bank Trust Department | 0.17% | Add +5.7% | 7,094 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -1.1% | 7,069 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +73.0% | 7,016 | $1.1M |
| WealthTrust Axiom LLC | 0.26% | No change | 7,000 | $1.1M |
| HUB Investment Partners, LLC | 0.02% | New | 7,000 | $1.1M |
| Indivisible Partners | 0.06% | No change | 6,773 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.22% | Reduce -20.5% | 6,697 | $1.1M |
| Strait & Sound Wealth Management LLC | 0.38% | Reduce -1.0% | 6,592 | $1.1M |
| Rare Wolf Capital LLC | 0.68% | No change | 6,474 | $1.1M |
| Mystic Asset Management, Inc. | 0.22% | Reduce -0.2% | 6,416 | $1.0M |
| Asempa Wealth Advisors | 0.80% | Reduce -1.1% | 6,372 | $1.0M |
| Simplicity Wealth,LLC | 0.04% | Reduce -4.3% | 6,360 | $1.0M |
| Sawgrass Asset Management LLC | 0.14% | Add +35.7% | 6,325 | $1.0M |
| Retirement Planning Co of New England, Inc. | 0.37% | Reduce -6.7% | 6,245 | $1.0M |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -1.2% | 6,238 | $1.0M |
| Capital Investment Advisors, LLC | 0.01% | No change | 6,162 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -8.7% | 6,121 | $1.0M |
| Sound View Wealth Advisors Group, LLC | 0.06% | Add +0.0% | 6,113 | $1000K |
| Compound Planning, Inc. | 0.03% | Reduce -1.1% | 6,078 | $994K |
| Leavell Investment Management, Inc. | 0.04% | Add +8.5% | 6,025 | $986K |
| Financial Planning Hawaii, Inc. | 0.53% | No change | 6,012 | $983K |
| Spruce Point Capital Management, LLC | 1.82% | No change | 6,000 | $981K |
| Ieq Capital, LLC | 0.00% | Add +5.3% | 5,965 | $976K |
| Capital Advisors, Ltd. LLC | 0.10% | Add +5.6% | 5,929 | $970K |
| Eastern Bank | 0.01% | No change | 5,906 | $966K |
| Bollard Group LLC | 0.03% | Reduce -7.9% | 5,903 | $966K |
| Franklin Resources Inc. | 0.00% | No change | 5,896 | $964K |
| Independent Financial Group, LLC | 0.02% | Add +0.8% | 5,871 | $960K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.18% | No change | 6,300 | $957K |
| Laurel Oak Wealth Management, LLC | 0.14% | No change | 5,828 | $953K |
| Tandem Capital Management Corp. | 0.40% | Reduce -0.4% | 5,823 | $953K |
| Valmark Advisers, Inc. | 0.01% | Add +3.9% | 5,699 | $932K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.7% | 5,609 | $918K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +1.5% | 5,579 | $913K |
| Tufton Capital Management | 0.15% | No change | 5,575 | $911K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -4.3% | 5,784 | $907K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -3.1% | 5,528 | $904K |
| TSA Wealth Managment LLC | 0.25% | Reduce -3.0% | 5,478 | $896K |
| SOA Wealth Advisors, LLC. | 0.15% | Add +0.1% | 5,473 | $895K |
| Schmidt P J Investment Management Inc. | 0.14% | Reduce -12.3% | 5,415 | $886K |
| IFP Advisors, Inc | 0.02% | Add +57.8% | 5,405 | $884K |
| Nikulski Financial, Inc. | 0.19% | Reduce -49.2% | 5,307 | $868K |
| Rollins Financial Advisors, LLC | 0.11% | Add +5.9% | 5,300 | $867K |
| Freestone Capital Holdings, LLC | 0.02% | Add +7.3% | 5,286 | $865K |
| Horst & Graben Wealth Management LLC | 0.11% | No change | 5,349 | $861K |
| Commerce Bank | 0.00% | Reduce -1.9% | 5,222 | $854K |
| First Horizon Corp. | 0.03% | No change | 5,139 | $841K |
| Grandview Asset Management LLC | 0.21% | Reduce -9.2% | 5,129 | $839K |
| Kane Investment Management, Inc. | 0.36% | Add +1.8% | 5,126 | $839K |
| Ancora Advisors LLC | 0.02% | No change | 5,113 | $836K |
| Bouchey Financial Group, Ltd. | 0.05% | No change | 5,070 | $829K |
| Kickstand Ventures, Llc. | 0.15% | No change | 5,064 | $828K |
| Beaton Management Co. Inc. | 0.33% | No change | 4,950 | $810K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -10.5% | 4,949 | $810K |
| St. Johns Investment Management Company, LLC | 0.30% | No change | 4,918 | $804K |
| Saxon Interests, Inc. | 0.22% | Reduce -0.3% | 4,902 | $802K |
| Strategic Blueprint, LLC | 0.04% | Reduce -0.8% | 4,902 | $802K |
| Ridgeline Wealth, LLC | 0.47% | Reduce -0.9% | 4,890 | $800K |
| Guidance Point Advisors, LLC | 0.17% | Add +0.1% | 4,869 | $797K |
| Safeguard Investment Advisory Group, LLC | 0.18% | Add +0.0% | 4,809 | $787K |
| Centaurus Financial, Inc. | 0.03% | Add +4.5% | 4,743 | $776K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 4,686 | $767K |
| Principal Securities, Inc. | 0.01% | Add +0.2% | 4,670 | $764K |
| GeoWealth Management, LLC | 0.02% | Add +46.1% | 4,643 | $760K |
| GatePass Capital, LLC | 0.30% | Add +4.5% | 4,640 | $759K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.6% | 4,623 | $756K |
| Greenspring Advisors, LLC | 0.04% | No change | 4,597 | $752K |
| Capital Wealth Alliance, LLC | 0.35% | Reduce -1.2% | 4,559 | $746K |
| Bogart Wealth, LLC | 0.03% | Add +2.1% | 4,554 | $745K |
| Family Office Research LLC | 0.27% | Add +0.0% | 4,459 | $729K |
| Southland Equity Partners LLC | 0.13% | Add +2.2% | 4,405 | $721K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 4,382 | $717K |
| Fourth Dimension Wealth, LLC | 0.22% | Reduce -0.4% | 4,301 | $703K |
| Valued Retirements, Inc. | 0.63% | Reduce -0.5% | 4,294 | $702K |
| Cape Investment Advisory, Inc. | 0.19% | Add +0.5% | 4,292 | $702K |
| Kesler, Norman & Wride, LLC | 0.11% | Reduce -7.7% | 4,281 | $700K |
| Horizon Bancorp Inc. | 0.32% | No change | 4,189 | $685K |
| Belpointe Asset Management LLC | 0.02% | New | 4,160 | $681K |
| Osprey Private Wealth LLC | 0.17% | No change | 4,102 | $671K |
| 5T Wealth, LLC | 0.25% | Reduce -3.9% | 4,064 | $665K |
| Northstar Advisory Group, LLC | 0.21% | Reduce -17.3% | 4,037 | $660K |
| QRG Capital Management, Inc. | 0.01% | Add +91.9% | 4,037 | $660K |
| Quadrature Capital Ltd | 0.01% | New | 3,973 | $650K |
| NorthRock Partners, LLC | 0.01% | Add +0.0% | 3,853 | $630K |
| 4J Wealth Management LLC | 0.31% | No change | 3,834 | $627K |
| Orleans Capital Management Corp. | 0.32% | No change | 3,819 | $625K |
| Manchester Capital Management LLC | 0.08% | Reduce -0.8% | 3,811 | $623K |
| Avantax Planning Partners, Inc. | 0.02% | Add +0.7% | 3,793 | $621K |
| Seldon Capital LP | 0.19% | No change | 3,786 | $619K |
| Financial Solutions Advisory Group, Inc. | 0.08% | No change | 3,822 | $616K |
| Patten Group, Inc. | 0.10% | Reduce -7.8% | 3,750 | $613K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.8% | 3,706 | $606K |
| Tortoise Investment Management, LLC | 0.04% | No change | 3,674 | $601K |
| Diversified Trust Co. | 0.01% | No change | 3,648 | $597K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | Reduce -51.6% | 3,615 | $591K |
| Horizon Investments, LLC | 0.01% | Reduce -50.0% | 3,604 | $590K |
| Mgo One Seven LLC | 0.01% | Add +0.2% | 3,593 | $588K |
| Hubbell Strickland Wealth Management, LLC | 0.21% | Add +0.0% | 3,582 | $586K |
| Claro Advisors Inc. | 0.06% | Add +6.3% | 3,545 | $580K |
| Global Trust Asset Management, LLC | 0.18% | No change | 3,477 | $569K |
| Paragon Financial Partners, Inc. | 0.30% | Add +0.0% | 3,659 | $562K |
| Banque Cantonale Vaudoise | 0.02% | Reduce -25.4% | 3,422 | $560K |
| Motco | 0.05% | No change | 3,402 | $556K |
| Venture Visionary Partners LLC | 0.02% | Reduce -21.0% | 3,390 | $555K |
| Channel Wealth LLC | 0.12% | Reduce -0.6% | 3,359 | $549K |
| Legacy Advisors, LLC | 0.05% | No change | 3,300 | $540K |
| World Investment Advisors | 0.01% | Reduce -3.0% | 4,546 | $539K |
| TPG Advisors LLC | 0.30% | Reduce -1.5% | 3,288 | $538K |
| GC Wealth Management RIA, LLC | 0.03% | New | 3,247 | $531K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.05% | Reduce -0.6% | 3,207 | $525K |
| Choreo, LLC | 0.01% | Reduce -0.3% | 3,198 | $523K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -11.1% | 3,197 | $523K |
| Thrivent Financial for Lutherans | 0.00% | New | 3,185 | $521K |
| GLR Partners, LLC | 0.24% | No change | 3,183 | $521K |
| Marshall & Sterling Wealth Advisors Inc. | 0.31% | Add +14.7% | 3,169 | $518K |
| Geneos Wealth Management Inc. | 0.01% | No change | 3,152 | $516K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -0.3% | 3,108 | $508K |
| WNY Asset Management, LLC | 0.04% | No change | 3,000 | $491K |
| PFG Investments, LLC | 0.02% | Reduce -5.7% | 2,991 | $489K |
| Quattro Advisors LLC | 0.32% | New | 2,911 | $476K |
| Main Street Research LLC | 0.02% | Add +45.8% | 2,816 | $461K |
| TFC Financial Management, Inc. | 0.05% | No change | 2,810 | $460K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +9.9% | 2,808 | $459K |
| Peck Wealth Management, LLC | 0.38% | No change | 2,776 | $454K |
| BlackRock, Inc. | 0.00% | Add +9.3% | 2,760 | $451K |
| Phillips Wealth Planners LLC | 0.33% | Reduce -15.2% | 2,877 | $451K |
| SageView Advisory Group, LLC | 0.01% | Reduce -1.1% | 2,738 | $448K |
| High Point Wealth Management, LLC | 0.37% | No change | 2,728 | $446K |
| Roundview Capital LLC | 0.02% | No change | 2,721 | $445K |
| Red Door Wealth Management, LLC | 0.04% | Add +0.8% | 2,693 | $441K |
| Scott & Selber, Inc. | 0.09% | No change | 2,646 | $433K |
| Global Financial Private Client, LLC | 0.12% | No change | 2,632 | $431K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 2,604 | $426K |
| Bank of New Hampshire | 0.09% | No change | 2,580 | $422K |
| Kathmere Capital Management, LLC | 0.02% | No change | 2,580 | $422K |
| Cahill Financial Advisors Inc. | 0.04% | Add +1.1% | 2,576 | $421K |
| Ring Mountain Capital, LLC | 0.17% | No change | 2,520 | $412K |
| NewEdge Wealth, LLC | 0.00% | New | 2,500 | $409K |
| Aries Wealth Management | 0.08% | No change | 2,500 | $409K |
| D. E. Shaw & Co. | 0.00% | New | 2,466 | $403K |
| Manhattan West Asset Management, LLC | 0.07% | No change | 2,400 | $393K |
| Westside Investment Management, Inc. | 0.05% | No change | 2,400 | $393K |
| Alpha Capital Advisors Inc. | 0.34% | Reduce -36.7% | 2,380 | $389K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -15.0% | 2,357 | $386K |
| Forum Finance Group S.A. | 0.14% | No change | 2,874 | $380K |
| Harbour Trust & Investment Management Co | 0.04% | No change | 2,262 | $370K |
| McGrath & Associates, Inc. | 0.48% | No change | 2,260 | $370K |
| Eq LLC | 0.09% | No change | 2,234 | $365K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -4.0% | 2,214 | $362K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -4.8% | 2,196 | $359K |
| International Assets Investment Management, LLC | 0.02% | Add +1.5% | 2,197 | $354K |
| Argent Trust Co | 0.01% | Add +1.3% | 2,157 | $353K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -12.2% | 2,148 | $351K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,100 | $344K |
| Regatta Research & Money Management | 0.32% | — | 2,098 | $342K |
| Advisors Capital Management, LLC | 0.00% | Reduce -18.7% | 2,088 | $342K |
| Goelzer Investment Management, Inc. | 0.01% | Add +11.3% | 2,070 | $339K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 2,064 | $338K |
| Clarity Financial LLC | 0.03% | No change | 2,048 | $335K |
| Great Waters Wealth Management | 0.03% | No change | 2,028 | $332K |
| Middleton & Co. Inc. | 0.03% | No change | 2,000 | $327K |
| Etesian Wealth Advisors, Inc. | 0.10% | Reduce -50.6% | 1,988 | $325K |
| Savant Capital, LLC | 0.00% | Add +13.3% | 1,982 | $324K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,006 | $323K |
| Moors & Cabot, Inc. | 0.01% | No change | 1,972 | $323K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.3% | 1,955 | $320K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -20.0% | 1,953 | $319K |
| GEM Asset Management, LLC | 0.12% | No change | 1,935 | $317K |
| Betterment LLC | 0.00% | Reduce -23.0% | 1,925 | $315K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -71.8% | 1,917 | $314K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 1,913 | $313K |
| SCS Capital Management LLC | 0.00% | No change | 1,899 | $311K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -28.5% | 1,887 | $309K |
| Prospera Financial Services Inc | 0.00% | New | 1,882 | $308K |
| Brighton Jones LLC | 0.01% | Add +0.1% | 1,854 | $303K |
| Blankinship & Foster, LLC | 0.06% | No change | 1,847 | $302K |
| Gouws Capital LLC | 0.14% | Reduce -3.9% | 1,835 | $300K |
| Klingman & Associates, LLC | 0.01% | Add +1.2% | 1,821 | $298K |
| Silver Oak Wealth Advisors Services, LLC | 0.18% | No change | 1,800 | $294K |
| Newman Dignan & Sheerar, Inc. | 0.06% | No change | 1,800 | $294K |
| Sierra Summit Advisors LLC | 0.03% | No change | 1,800 | $294K |
| Shepherd Financial Partners LLC | 0.02% | No change | 1,800 | $294K |
| 1900 Wealth Management LLC | 0.02% | No change | 1,800 | $294K |
| Stonebridge Financial Group, LLC | 0.04% | — | 1,789 | $292K |
| Castle Rock Wealth Management, LLC | 0.06% | No change | 1,800 | $290K |
| CX Institutional | 0.01% | Reduce -82.4% | 1,757 | $287K |
| Eagle Strategies LLC | 0.03% | No change | 1,747 | $286K |
| First Foundation Advisors | 0.01% | No change | 1,734 | $284K |
| Arax Advisory Partners | 0.00% | Add +154.7% | 1,709 | $280K |
| Ignite Planners, LLC | 0.04% | New | 1,703 | $279K |
| Rosenberg Matthew Hamilton | 0.05% | Reduce -2.2% | 1,684 | $275K |
| KCM Investment Advisors LLC | 0.01% | New | 1,680 | $275K |
| Trek Financial, LLC | 0.01% | New | 1,666 | $273K |
| FourThought Financial Partners, LLC | 0.02% | New | 1,650 | $270K |
| Waystone Advisors LLC | 0.20% | New | 1,642 | $269K |
| W Advisors, LLC | 0.12% | New | 1,640 | $268K |
| Ewa, LLC | 0.05% | Reduce -7.9% | 1,639 | $268K |
| One Charles Private Wealth Services, LLC | 0.06% | New | 1,631 | $267K |
| Csenge Advisory Group | 0.01% | New | 1,631 | $267K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 1,731 | $267K |
| Granite Bay Wealth Management, LLC | 0.02% | New | 1,611 | $263K |
| Financial Insights, Inc. | 0.07% | Reduce -30.3% | 1,589 | $260K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,588 | $260K |
| Daybright Advisory Services, Inc. | 0.06% | New | 1,664 | $255K |
| NovaPoint Capital, LLC | 0.05% | New | 1,548 | $253K |
| Fragasso Financial Advisors Inc | 0.01% | New | 1,507 | $247K |
| MBA Advisors LLC | 0.08% | New | 1,504 | $246K |
| Advisory Alpha, LLC | 0.01% | New | 1,502 | $246K |
| Novak & Powell Financial Services, Inc. | 0.12% | New | 1,500 | $245K |
| IMC-Chicago, LLC | 0.00% | New | 1,495 | $245K |
| BlueChip Wealth Advisors LLC | 0.09% | New | 1,492 | $244K |
| Vermillion Wealth Management, Inc. | 0.06% | No change | 1,489 | $244K |
| Edgemoor Investment Advisors, Inc. | 0.02% | New | 1,450 | $237K |
| Signature Equity Partners, LLC | 0.11% | Add +9.2% | 1,443 | $236K |
| NWF Advisory Services Inc. | 0.02% | New | 1,436 | $235K |
| Fortune Financial Group, Inc. | 0.18% | New | 1,428 | $234K |
| Appleton Partners Inc. | 0.01% | New | 1,425 | $233K |
| Milestones Private Investment Advisors LLC | 0.18% | New | 1,410 | $231K |
| Garde Capital, Inc. | 0.01% | New | 1,410 | $231K |
| Howard Financial Services, LTD. | 0.02% | New | 1,392 | $228K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 1,389 | $227K |
| Capital Analysts, LLC | 0.01% | No change | 1,379 | $226K |
| Signal Advisors Wealth, LLC | 0.01% | Reduce -24.7% | 1,373 | $225K |
| Facet Wealth, Inc. | 0.00% | New | 1,363 | $223K |
| Money Concepts Capital Corp. | 0.01% | New | 1,351 | $221K |
| Resolute Wealth Advisor, Inc. | 0.12% | No change | 1,850 | $219K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 1,339 | $219K |
| Trust Co of Kansas | 0.11% | New | 1,340 | $219K |
| Capital Asset Advisory Services LLC | 0.01% | New | 1,338 | $219K |
| Axxcess Wealth Management, LLC | 0.00% | New | 1,338 | $219K |
| Beck Capital Management, LLC | 0.04% | New | 1,333 | $218K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | New | 1,332 | $218K |
| Spire Wealth Management | 0.01% | Add +407.7% | 1,325 | $217K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,346 | $215K |
| CIBC Bancorp USA Inc. | 0.00% | New | 1,314 | $215K |
| Certior Financial Group, LLC | 0.12% | New | 1,299 | $212K |
| Oak Barrel Wealth Advisory LLC | 0.09% | — | 1,290 | $211K |
| Trevian Wealth Management LLC | 0.09% | New | 1,260 | $206K |
| Portfolio Resources Advisor Group, Inc. | 0.17% | Reduce -1.9% | 1,253 | $205K |
| Cardinal Point Capital Management ULC | 0.01% | New | 1,251 | $205K |
| First Nebraska Trust Co | 0.02% | New | 1,250 | $204K |
| TCTC Holdings, LLC | 0.01% | New | 1,233 | $202K |
| Godfrey Financial Associates, Inc. | 0.14% | Add +6.2% | 1,120 | $183K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,083 | $177K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 1,062 | $174K |
| Independence Bank of Kentucky | 0.02% | No change | 960 | $157K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 930 | $152K |
| Quantbot Technologies LP | 0.01% | Reduce -52.2% | 894 | $146K |
| Aptus Capital Advisors, LLC | 0.00% | Add +187.1% | 893 | $146K |
| CENTRAL TRUST Co | 0.00% | No change | 816 | $133K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.6% | 807 | $132K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.1% | 774 | $127K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 750 | $123K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 767 | $121K |
| United Community Bank | 0.04% | No change | 720 | $118K |
| Colonial Trust Co / SC | 0.01% | Reduce -29.3% | 700 | $115K |
| HM Payson & Co. | 0.00% | No change | 650 | $106K |
| Parallel Advisors, LLC | 0.00% | Add +55.9% | 639 | $105K |
| Napier Financial, LLC | 0.02% | No change | 600 | $98K |
| Y.D. More Investments Ltd | 0.00% | Add +12.3% | 594 | $97K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +155.9% | 568 | $93K |
| Tower View Wealth Management LLC | 0.04% | No change | 565 | $92K |
| Navigoe, LLC | 0.05% | No change | 540 | $88K |
| AdvisorNet Financial, Inc | 0.00% | No change | 522 | $85K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -33.4% | 507 | $83K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 506 | $83K |
| Cary Street Partners Financial LLC | 0.00% | Add +77.1% | 503 | $82K |
| Caitlin John, LLC | 0.04% | No change | 479 | $78K |
| Nemes Rush Group LLC | 0.01% | No change | 476 | $78K |
| Concord Wealth Partners | 0.01% | New | 456 | $75K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 450 | $74K |
| Fiduciary Financial Advisors | 0.01% | New | 438 | $72K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 417 | $68K |
| Bell Investment Advisors, Inc | 0.01% | No change | 389 | $64K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -3.6% | 403 | $63K |
| Anchor Investment Management, LLC | 0.00% | Reduce -1.8% | 384 | $63K |
| Bayban | 0.05% | No change | 383 | $63K |
| Investors Research Corp | 0.01% | No change | 372 | $61K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 351 | $57K |
| Clearstead Trust, LLC | 0.01% | Add +10.0% | 330 | $54K |
| Tucker Asset Management LLC | 0.01% | Add +24.0% | 315 | $52K |
| Avion Wealth | 0.01% | No change | 310 | $50K |
| KERR FINANCIAL PLANNING Corp | 0.05% | No change | 301 | $49K |
| Howe & Rusling Inc. | 0.00% | No change | 300 | $49K |
| Oakworth Capital, Inc. | 0.00% | New | 300 | $48K |
| Key Financial Inc | 0.01% | No change | 258 | $42K |
| Kozak & Associates, Inc. | 0.01% | No change | 254 | $41K |
| Colonial Trust Advisors | 0.00% | No change | 240 | $39K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 237 | $39K |
| Financial Network Wealth Advisors LLC | 0.04% | New | 229 | $37K |
| Private Trust Co. NA | 0.00% | Reduce -10.2% | 229 | $37K |
| Trust Co. of Vermont | 0.00% | — | 210 | $34K |
| CoreCap Advisors, LLC | 0.00% | Add +6.0% | 177 | $29K |
| Delta Asset Management LLC | 0.00% | No change | 168 | $27K |
| Larson Financial Group LLC | 0.00% | Reduce -7.0% | 159 | $26K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -76.1% | 157 | $26K |
| MCF Advisors LLC | 0.00% | No change | 154 | $25K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 140 | $23K |
| Biltmore Family Office, LLC | 0.00% | No change | 138 | $23K |
| Signaturefd, LLC | 0.00% | Reduce -9.9% | 136 | $22K |
| Fortis Group Advisors, LLC | 0.00% | No change | 132 | $22K |
| Rice Partnership, LLC | 0.00% | No change | 128 | $21K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 125 | $20K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 122 | $20K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.8% | 121 | $20K |
| Archer Investment Corp | 0.00% | No change | 114 | $19K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 110 | $18K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +77.2% | 101 | $17K |
| Graney & King, LLC | 0.01% | No change | 100 | $16K |
| Matrix Private Capital Group LLC | 0.01% | Reduce -33.3% | 100 | $16K |
| Capital Advisor Network LLC | 0.02% | Reduce -15.0% | 96 | $16K |
| Dunhill Financial, LLC | 0.00% | No change | 93 | $15K |
| Rossby Financial, LCC | 0.00% | Reduce -16.4% | 92 | $15K |
| Simplex Trading, LLC | 0.00% | New | 88 | $14K |
| Whittier Trust Co. | 0.00% | No change | 90 | $14K |
| BankChampaign, National Association | 0.01% | No change | 87 | $14K |
| Lanark Financial, Inc. | 0.00% | Reduce -11.2% | 87 | $14K |
| WealthCollab, LLC | 0.01% | New | 84 | $14K |
| First United Bank & Trust | 0.00% | No change | 83 | $14K |
| Realta Investment Advisors | 0.00% | No change | 78 | $13K |
| Founders Financial Alliance, LLC | 0.00% | No change | 73 | $12K |
| Adirondack Trust Co. | 0.00% | No change | 72 | $12K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 67 | $11K |
| IFG Advisory, LLC | 0.00% | New | 63 | $10K |
| Nova Wealth Management, Inc. | 0.01% | New | 62 | $10K |
| Salem Investment Counselors Inc. | 0.00% | No change | 62 | $10K |
| Pioneer Family Office, LLC | 0.01% | Reduce -16.7% | 60 | $10K |
| Bokf, NA | 0.00% | Reduce -84.1% | 58 | $9K |
| Van Eck Associates Corp. | 0.00% | No change | 53 | $9K |
| Glassman Wealth Services | 0.00% | New | 51 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | New | 50 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 47 | $8K |
| Evermay Wealth Management LLC | 0.00% | No change | 45 | $7K |
| Stone House Investment Management, LLC | 0.00% | No change | 42 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 41 | $7K |
| SHP Wealth Management | 0.00% | No change | 30 | $5K |
| Hager Investment Management Services, LLC | 0.00% | No change | 28 | $5K |
| Go Invest LLC | 0.00% | Add +14.3% | 24 | $4K |
| PlanVest Financial, Inc | 0.00% | No change | 24 | $4K |
| Synergy Investment Management, LLC | 0.00% | Reduce -20.0% | 24 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 21 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 21 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 16 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 11 | $2K |
| BNP Paribas Financial Markets | 0.00% | No change | 5 | $818 |
| Meramec Financial Planners, LLC | 0.00% | New | 5 | $758 |
| New Republic Capital, LLC | 0.00% | No change | 4 | $654 |
| LM Advisors LLC | 0.00% | Add +742.7% | 3,000 | $480 |
| Tradewinds Capital Management, LLC | 0.00% | Add +100.0% | 2 | $328 |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.