iShares 1-5Y Inv GradeIGSBETF
13F holders, Q1 2024 (March 31)887holders
5famous investors
$51.27avg. 13F price*
At the end of Q1 2024, 887 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings. The largest holders were Charles Schwab Investment Management Inc. ($1.2B), Northern Trust Corp. ($1.1B) and Japan Science & Technology Agency ($790.2M). 5 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares 1-5Y Inv Grade Corp.
- CUSIP
- 464288646
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $179.6M |
| Exits | 81 | $348.5M |
Ownership 887 holders
| Charles Schwab Investment Management Inc. | 0.28% | Reduce -3.3% | 23,518,161 | $1.2B |
| Northern Trust Corp. | 0.18% | Add +10.7% | 20,724,608 | $1.1B |
| Japan Science & Technology Agency | 9.81% | No change | 15,409,088 | $790.2M |
| Matson Money. Inc. | 22.41% | Add +1.0% | 13,176,104 | $675.7M |
| Ameriprise Financial Inc. | 0.16% | Add +11.8% | 11,069,017 | $566.6M |
| Johns Hopkins University | 19.04% | Reduce -3.0% | 9,528,511 | $488.6M |
| Morgan Stanley | 0.04% | Reduce -7.1% | 8,845,263 | $453.6M |
| Bank of America Corp. | 0.04% | Add +2.9% | 8,529,955 | $437.4M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -5.1% | 8,210,666 | $421.0M |
| Daiichi Life Insurance Co., Ltd. | 9.44% | No change | 8,165,000 | $418.7M |
| BlackRock Inc. | 0.01% | Add +5.8% | 6,962,016 | $357.0M |
| Barings LLC | 8.99% | Add +8906.3% | 6,916,827 | $354.7M |
| FMR LLC | 0.02% | Reduce -53.0% | 6,191,347 | $317.5M |
| Allstate Corp. | 22.42% | Add +11.3% | 6,157,676 | $315.8M |
| Arch Capital Group LTD. | 47.36% | No change | 5,422,939 | $278.1M |
| NYL Investors LLC | 10.04% | Reduce -50.3% | 5,402,339 | $277.0M |
| Royal Bank of Canada | 0.05% | Reduce -2.6% | 4,243,090 | $217.6M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -1.2% | 4,197,690 | $215.3M |
| UBS Group AG | 0.07% | Reduce -8.2% | 4,090,436 | $209.8M |
| PNC Financial Services Group, Inc. | 0.13% | Add +1.6% | 3,702,799 | $189.9M |
| Wells Fargo & Company | 0.05% | Add +7.2% | 3,678,888 | $188.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -7.7% | 3,110,712 | $159.5M |
| EP Wealth Advisors, LLC | 1.82% | Add +8.2% | 3,036,818 | $155.7M |
| Pure Financial Advisors, LLC | 4.31% | Add +11.4% | 2,685,186 | $137.7M |
| Stifel Financial Corp. | 0.15% | Add +21.3% | 2,573,023 | $131.9M |
| Commonwealth Equity Services, LLC | 0.21% | Add +3.3% | 2,424,233 | $124.3M |
| Truist Financial Corp. | 0.18% | Reduce -5.5% | 2,329,925 | $119.5M |
| Raymond James & Associates | 0.08% | Add +0.4% | 2,304,268 | $118.2M |
| Busey Bank | 4.17% | Reduce -0.3% | 2,294,449 | $117.7M |
| Dynasty Wealth Management, LLC | 3.71% | — | 2,265,851 | $116.2M |
| Quotient Wealth Partners, LLC | 4.01% | Add +14.4% | 2,192,298 | $112.4M |
| Captrust Financial Advisors | 0.39% | Add +4.6% | 2,099,769 | $106.7M |
| Members Trust Co | 2.86% | Reduce -9.7% | 1,866,833 | $95.7M |
| Haverford Trust Co | 0.99% | Add +3.7% | 1,846,099 | $94.7M |
| Flputnam Investment Management Co. | 1.84% | Add +13.4% | 1,689,355 | $86.6M |
| One Capital Management, LLC | 2.96% | Add +5.2% | 1,590,760 | $81.6M |
| Sun Life Financial Inc. | 4.87% | No change | 1,509,000 | $77.4M |
| Fiduciary Trust Co | 1.18% | Add +1.5% | 1,498,039 | $76.8M |
| Keybank National Association | 0.30% | Reduce -7.1% | 1,436,514 | $73.7M |
| HighTower Advisors, LLC | 0.12% | Add +140.5% | 1,387,405 | $71.1M |
| LPL Financial LLC | 0.04% | Add +1.0% | 1,355,029 | $69.5M |
| Destination Wealth Management | 2.20% | Add +8.4% | 1,290,954 | $66.2M |
| Mariner, LLC | 0.14% | Add +13.8% | 1,280,541 | $65.7M |
| Williams Jones Wealth Management, LLC. | 0.75% | Reduce -5.6% | 1,151,986 | $59.1M |
| Assetmark, Inc. | 0.19% | Add +1.1% | 1,131,384 | $58.0M |
| Point72 Asset Management | 0.17% | No change | 1,125,000 | $57.7M |
| US Bancorp \de | 0.08% | Reduce -9.6% | 1,069,715 | $54.9M |
| Money Design Co.,Ltd. | 2.98% | Reduce -27.9% | 1,067,528 | $54.7M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +5.4% | 1,051,932 | $53.9M |
| D. E. Shaw & Co. | 0.07% | Add +63.8% | 1,045,500 | $53.6M |
| Nisa Investment Advisors, LLC | 0.34% | New | 1,031,126 | $52.9M |
| Boston Financial Mangement LLC | 1.62% | Add +1.9% | 990,994 | $50.8M |
| Clearwater Capital Advisors, LLC | 5.37% | Add +5.1% | 982,114 | $50.4M |
| Eastern Bank | 1.93% | New | 903,861 | $46.3M |
| Arkansas Financial Group, Inc. | 7.80% | Reduce -0.1% | 863,888 | $44.3M |
| Pathstone Holdings, LLC | 0.21% | Add +5.9% | 861,918 | $44.2M |
| Klaas Financial Asset Advisors, LLC | 8.53% | Add +2.7% | 833,670 | $42.8M |
| Sumitomo Mitsui Financial Group, Inc. | 1.31% | Add +8.6% | 824,625 | $42.3M |
| Stephens Inc. | 0.66% | Add +1.8% | 823,330 | $42.2M |
| Bangor Savings Bank | 4.18% | Reduce -3.7% | 796,027 | $40.8M |
| Arax Advisory Partners | 4.05% | Add +3.9% | 748,049 | $38.4M |
| United Capital Financial Advisors, LLC | 0.32% | Reduce -15.6% | 746,674 | $38.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -16.6% | 739,039 | $37.9M |
| O'shaughnessy Asset Management, LLC | 0.39% | Reduce -38.7% | 692,721 | $35.5M |
| Janney Montgomery Scott LLC | 0.11% | Reduce -6.3% | 691,165 | $35.4M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +16.7% | 688,305 | $35.3M |
| Zurich Insurance Group Ltd | 0.32% | No change | 679,581 | $34.8M |
| American Family Insurance Mutual Holding Co | 2.95% | No change | 670,543 | $34.4M |
| Greenwood Gearhart LLC | 3.18% | Add +2.3% | 636,203 | $32.6M |
| Cutler Investment Counsel LLC | 4.36% | Add +1.7% | 633,528 | $32.5M |
| Parkside Investments, LLC | 4.92% | Add +36.5% | 604,735 | $31.0M |
| Cetera Investment Advisers | 0.07% | Add +198.1% | 576,979 | $29.6M |
| NewSquare Capital LLC | 2.61% | Reduce -1.4% | 574,384 | $29.5M |
| 1832 Asset Management L.P. | 0.05% | Add +2.0% | 550,740 | $28.2M |
| Relative Value Partners Group, LLC | 1.77% | Reduce -1.8% | 545,762 | $28.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -19.3% | 543,497 | $27.9M |
| Bartlett & Co. Wealth Management LLC | 0.43% | Add +15.7% | 539,314 | $27.7M |
| PDS Planning, Inc | 2.86% | Add +5.4% | 531,733 | $27.3M |
| Prudential Financial Inc. | 0.04% | Add +0.1% | 524,592 | $26.9M |
| Stephens Group Asset Management, LLC | 2.45% | Add +1.3% | 523,149 | $26.8M |
| United Bank | 3.18% | Add +10.5% | 519,318 | $26.6M |
| Stockman Wealth Management, Inc. | 4.58% | Add +27.8% | 505,663 | $25.9M |
| Ritholtz Wealth Management | 0.88% | Reduce -48.0% | 498,054 | $25.5M |
| Obermeyer Wealth Partners | 1.47% | Reduce -5.2% | 487,848 | $25.0M |
| Osaic Holdings, Inc. | 0.06% | Reduce -17.6% | 485,405 | $24.9M |
| Lutz Financial Services LLC | 2.16% | Reduce -3.1% | 482,986 | $24.8M |
| RiverFront Investment Group, LLC | 0.70% | Add +27.0% | 482,228 | $24.7M |
| Atwood & Palmer Inc. | 1.87% | Add +6.6% | 479,590 | $24.6M |
| Fiduciary Group, LLC | 2.68% | Add +4.0% | 478,491 | $24.5M |
| McKinley Carter Wealth Services, Inc. | 1.55% | Add +4.9% | 452,204 | $23.2M |
| Bank of Montreal | 0.01% | Add +20.1% | 447,922 | $23.0M |
| DDFG, Inc | 7.27% | Add +1.8% | 446,141 | $22.9M |
| Family Manage LLC | 4.16% | Add +15.2% | 438,521 | $22.5M |
| Acropolis Investment Management, LLC | 1.43% | Add +10.6% | 425,961 | $21.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -2.5% | 423,152 | $21.7M |
| Atria Investments, Inc | 0.30% | Add +41.6% | 421,409 | $21.6M |
| Gallagher Fiduciary Advisors, LLC | 0.76% | Add +1.3% | 416,248 | $21.3M |
| Mercer Global Advisors Inc. | 0.06% | Add +9.4% | 409,382 | $21.1M |
| Prime Capital Investment Advisors, LLC | 0.29% | Add +3.4% | 411,092 | $21.1M |
| Bray Capital Advisors | 5.34% | Add +0.2% | 409,910 | $21.0M |
| Sabal Trust CO | 1.22% | Reduce -1.5% | 408,099 | $20.9M |
| Chicago Partners Investment Group LLC | 0.85% | Add +9.3% | 393,730 | $20.0M |
| Nelson Capital Management, LLC | 3.81% | Reduce -2.8% | 389,081 | $20.0M |
| Procyon Advisors, LLC | 1.53% | Reduce -48.8% | 385,576 | $19.8M |
| Bar Harbor Wealth Management | 1.32% | Reduce -0.1% | 384,952 | $19.7M |
| OneDigital Investment Advisors LLC | 0.31% | Add +9.2% | 381,053 | $19.5M |
| Deutsche Bank AG | 0.01% | Add +5.7% | 372,892 | $19.1M |
| Astoria Strategic Wealth, Inc. | 5.98% | Add +2.8% | 368,264 | $18.9M |
| Amtrust Financial Services, Inc. | 9.82% | No change | 367,800 | $18.9M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -12.9% | 364,435 | $18.7M |
| SVB Wealth LLC | 0.41% | Add +4.5% | 361,874 | $18.6M |
| Fund Evaluation Group, LLC | 1.14% | No change | 354,128 | $18.2M |
| Renaissance Technologies | 0.03% | Reduce -63.4% | 352,503 | $18.1M |
| Alley Investment Management Company, LLC | 2.47% | Add +2.3% | 350,294 | $18.0M |
| Courage Miller Partners, LLC | 6.19% | Add +2.0% | 349,187 | $17.9M |
| AE Wealth Management LLC | 0.20% | Reduce -44.3% | 348,264 | $17.9M |
| Mfa Wealth Advisors, LLC | 4.67% | Add +5.8% | 346,788 | $17.8M |
| Anchor Capital Advisors LLC | 0.46% | Reduce -14.9% | 344,272 | $17.7M |
| Creative Planning | 0.02% | Add +3.4% | 339,885 | $17.4M |
| DT Investment Partners, LLC | 1.76% | Add +1.8% | 339,007 | $17.4M |
| Summit Wealth Partners, LLC | 3.54% | Add +1.0% | 323,385 | $16.6M |
| Focus Partners Wealth | 0.13% | Reduce -52.1% | 316,889 | $16.3M |
| Presilium Private Wealth, LLC | 4.29% | Add +1.7% | 315,286 | $16.2M |
| TCTC Holdings, LLC | 0.51% | Reduce -0.5% | 301,990 | $15.5M |
| Ensign Peak Advisors, Inc | 0.03% | Add +50.0% | 300,000 | $15.4M |
| Schaeffer Financial LLC | 15.22% | Add +3.3% | 298,087 | $15.3M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | No change | 295,500 | $15.2M |
| Guggenheim Capital LLC | 0.11% | Add +5.7% | 291,591 | $15.0M |
| Steward Partners Investment Advisory, LLC | 0.16% | Add +1.8% | 290,898 | $14.9M |
| MML Investors Services, LLC | 0.06% | Add +5.7% | 290,148 | $14.9M |
| Baird Financial Group, Inc. | 0.03% | Add +5.6% | 287,487 | $14.7M |
| Smithfield Trust Co | 0.78% | Add +1.8% | 286,564 | $14.7M |
| Courier Capital LLC | 1.05% | Reduce -3.7% | 282,726 | $14.5M |
| NBT Bank, N.A. | 1.05% | Reduce -0.2% | 280,766 | $14.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | No change | 278,770 | $14.3M |
| Dakota Wealth Management | 0.36% | Add +58.5% | 278,109 | $14.3M |
| Argent Advisors, Inc. | 5.41% | Add +4.3% | 266,853 | $13.7M |
| Jacobson & Schmitt Advisors, LLC | 3.17% | Add +7.3% | 261,327 | $13.4M |
| Maryland Capital Advisors Inc. | 8.28% | Add +70.5% | 260,145 | $13.3M |
| TD Private Client Wealth LLC | 0.43% | Add +15.7% | 257,301 | $13.2M |
| Charter Oak Capital Management, LLC | 1.41% | Reduce -3.5% | 255,692 | $13.1M |
| Fifth Third Bancorp | 0.05% | Reduce -5.1% | 250,681 | $12.9M |
| Goelzer Investment Management, Inc. | 0.72% | Add +3.2% | 248,963 | $12.8M |
| Larson Financial Group LLC | 0.98% | Reduce -4.3% | 248,117 | $12.7M |
| Dai-ichi Life Holdings, Inc. | 15.54% | — | 247,000 | $12.7M |
| D L Carlson Investment Group Inc. | 2.47% | Add +4.1% | 246,685 | $12.6M |
| Leavell Investment Management, Inc. | 0.73% | Add +21.6% | 245,622 | $12.6M |
| Kwmg, LLC | 1.37% | Add +2.3% | 244,523 | $12.5M |
| Better Money Decisions, LLC | 9.74% | Reduce -3.0% | 239,354 | $12.3M |
| Fortis Capital Management LLC | 3.17% | Reduce -1.6% | 235,683 | $12.1M |
| Benjamin F. Edwards & Company, Inc. | 0.22% | Add +1612.3% | 234,480 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +7.8% | 234,190 | $12.0M |
| BlueSky Wealth Advisors, LLC | 9.22% | Reduce -0.7% | 229,723 | $11.8M |
| Raymond James Trust N.A. | 0.29% | Reduce -3.6% | 229,561 | $11.8M |
| Blue Fin Capital, Inc. | 2.61% | Add +16.4% | 228,721 | $11.7M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +5.2% | 228,493 | $11.7M |
| Vectors Research Management, LLC | 3.25% | Reduce -16.5% | 224,676 | $11.5M |
| Rockefeller Capital Management L.P. | 0.03% | Add +45.5% | 223,912 | $11.5M |
| Pinnacle Financial Partners Inc | 0.25% | Reduce -2.4% | 221,918 | $11.4M |
| James Investment Research, Inc. | 1.35% | Reduce -6.6% | 221,122 | $11.3M |
| Woodmont Investment Counsel LLC | 0.95% | Reduce -7.1% | 219,147 | $11.2M |
| Citigroup Inc. | 0.01% | Reduce -8.2% | 212,708 | $10.9M |
| CIBC Private Wealth Group LLC | 0.02% | Add +2998.0% | 211,934 | $10.8M |
| Meritage Portfolio Management | 0.67% | Reduce -5.3% | 205,623 | $10.5M |
| Total Wealth Planning, LLC | 1.80% | Reduce -4.9% | 204,713 | $10.5M |
| IFP Advisors, Inc | 0.46% | Add +10.8% | 202,487 | $10.4M |
| Principal Financial Group Inc. | 0.01% | New | 200,000 | $10.3M |
| Galvin, Gaustad & Stein, LLC | 0.95% | Reduce -9.8% | 199,094 | $10.2M |
| Cerity Partners LLC | 0.03% | Add +1.6% | 198,668 | $10.2M |
| Gilbert & Cook, Inc. | 1.38% | Reduce -55.0% | 197,570 | $10.1M |
| Prosperity Planning, Inc. | 4.86% | Add +10.9% | 195,711 | $10.0M |
| Crestwood Advisors Group, LLC | 0.22% | Reduce -2.8% | 195,597 | $10.0M |
| Strategic Investment Advisors / MI | 1.28% | Add +3.7% | 194,687 | $10.0M |
| Davis R M Inc. | 0.21% | Reduce -20.1% | 192,949 | $9.9M |
| Discipline Wealth Solutions, LLC | 9.14% | Reduce -23.2% | 193,534 | $9.9M |
| Shufro Rose & Co. LLC | 0.81% | Reduce -27.5% | 191,844 | $9.8M |
| Waverly Advisors, LLC | 0.23% | Add +670.1% | 191,563 | $9.8M |
| Oppenheimer & Co. Inc. | 0.16% | Add +4.4% | 190,311 | $9.8M |
| Orange Investment Advisors, Inc. | 1.16% | Reduce -32.2% | 188,887 | $9.7M |
| Hall Capital Management Co. Inc. | 4.77% | New | 188,426 | $9.7M |
| Patriot Investment Management Group, Inc. | 0.76% | Add +2.3% | 187,333 | $9.6M |
| Susquehanna International Group, LLP | 0.01% | Add +330.6% | 183,104 | $9.4M |
| HSBC Holdings PLC | 0.01% | Reduce -8.8% | 182,718 | $9.4M |
| Powers Advisory Group, LLC | 5.33% | Add +5.3% | 181,686 | $9.3M |
| Proffitt & Goodson Inc. | 1.59% | Reduce -0.5% | 174,281 | $8.9M |
| Capital Investment Counsel, LLC | 1.86% | Add +111.3% | 169,415 | $8.7M |
| TD Waterhouse Canada Inc. | 0.06% | Add +2.7% | 167,935 | $8.7M |
| Core Wealth Advisors, Inc. | 2.93% | Add +3.1% | 168,355 | $8.6M |
| Caldwell Trust Co | 1.00% | Add +5.7% | 166,867 | $8.6M |
| Ballentine Capital Advisors, Inc | 4.67% | Add +1.9% | 166,821 | $8.5M |
| Franklin Resources Inc. | 0.00% | Add +12.9% | 165,762 | $8.5M |
| Dimension Capital Management LLC | 1.69% | Reduce -5.2% | 165,321 | $8.5M |
| Pictet North America Advisors SA | 0.93% | New | 163,140 | $8.4M |
| NorthCoast Asset Management LLC | 0.10% | Add +1199.8% | 160,336 | $8.2M |
| Graypoint LLC | 0.59% | Reduce -0.2% | 160,204 | $8.2M |
| MA Private Wealth | 1.64% | Add +7.6% | 158,024 | $8.1M |
| Meridian Wealth Management, LLC | 1.35% | Reduce -10.3% | 157,780 | $8.1M |
| Delta Asset Management LLC | 0.71% | Reduce -2.6% | 155,475 | $8.0M |
| Eubel Brady & Suttman Asset Management Inc. | 1.11% | Reduce -0.0% | 154,886 | $7.9M |
| Corient Private Wealth LP | 0.01% | Reduce -2.9% | 153,944 | $7.9M |
| Sage Advisory Services, Ltd.Co. | 2.14% | Reduce -16.0% | 152,617 | $7.8M |
| Financial Life Advisors | 3.26% | Reduce -5.4% | 152,056 | $7.8M |
| Hilton Capital Management, LLC | 0.70% | New | 151,624 | $7.8M |
| Trinity Legacy Partners, LLC | 2.27% | Add +34.8% | 151,220 | $7.8M |
| TD Asset Management Inc | 0.01% | Add +144.6% | 149,711 | $7.7M |
| Fairview Capital Investment Management, LLC | 0.43% | Add +0.8% | 149,097 | $7.6M |
| Catalyst Capital Advisors LLC | 0.18% | Reduce -22.0% | 148,764 | $7.6M |
| Mendota Financial Group, LLC | 4.42% | Add +153.0% | 147,285 | $7.6M |
| Dynamic Advisor Solutions LLC | 0.25% | Add +7.7% | 145,713 | $7.5M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +2.2% | 144,105 | $7.4M |
| PFG Advisors | 0.54% | Reduce -10.6% | 143,710 | $7.4M |
| Scotia Capital Inc. | 0.04% | Add +2.3% | 140,257 | $7.2M |
| Marshall Wace, LLP | 0.01% | No change | 140,000 | $7.2M |
| Disciplina Capital Management LLC | 1.20% | Reduce -14.8% | 139,222 | $7.1M |
| Bailard, Inc. | 0.19% | Add +5.2% | 137,395 | $7.0M |
| RHS Financial, LLC | 4.01% | Reduce -5.8% | 134,142 | $6.9M |
| Bernardo Wealth Planning LLC | 1.91% | Add +12.4% | 133,931 | $6.9M |
| Capital Investment Services of America, Inc. | 0.66% | No change | 133,225 | $6.8M |
| Concourse Financial Group Securities, Inc. | 0.43% | Add +0.8% | 131,059 | $6.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.10% | No change | 129,590 | $6.6M |
| Equitable Trust Co. | 0.46% | Reduce -22.7% | 129,546 | $6.6M |
| Trustmark Bank Trust Department | 0.54% | Reduce -2.6% | 129,484 | $6.6M |
| Roundview Capital LLC | 0.54% | Reduce -11.8% | 128,927 | $6.6M |
| ABLE Financial Group, LLC | 2.52% | Add +8.5% | 125,049 | $6.4M |
| UMB Bank, n.a. | 0.10% | Reduce -8.3% | 123,178 | $6.3M |
| SevenBridge Financial Group, LLC | 1.43% | Add +2.1% | 123,614 | $6.3M |
| Cwm, LLC | 0.03% | Add +19.7% | 122,901 | $6.3M |
| Private Advisor Group, LLC | 0.04% | Reduce -0.6% | 117,650 | $6.0M |
| Hennion & Walsh Asset Management, Inc. | 0.32% | Reduce -4.9% | 116,996 | $6.0M |
| Wellington Wealth Strategies, LLC. | 2.76% | New | 115,536 | $5.9M |
| Wharton Business Group, LLC | 0.28% | No change | 114,940 | $5.9M |
| Monograph Wealth Advisors, LLC | 0.85% | Add +227.8% | 113,501 | $5.8M |
| Composition Wealth, LLC | 0.15% | Add +1088.7% | 113,310 | $5.8M |
| Meeder Asset Management Inc. | 0.36% | Add +57.5% | 112,461 | $5.8M |
| SWP Financial LLC | 4.03% | Add +9.0% | 112,812 | $5.8M |
| Regions Financial Corp. | 0.04% | Add +2.9% | 112,203 | $5.8M |
| FDx Advisors, Inc. | 0.87% | Reduce -2.7% | 112,193 | $5.8M |
| Main Management LLC | 0.49% | Add +6.3% | 111,002 | $5.7M |
| Oppenheimer Asset Management Inc. | 0.08% | Add +3.6% | 110,832 | $5.7M |
| SouthState Bank Corp | 0.44% | Reduce -8.2% | 110,767 | $5.7M |
| Resonant Capital Advisors, LLC | 0.49% | Add +2.8% | 110,729 | $5.7M |
| Betterment LLC | 0.02% | Add +11.0% | 109,825 | $5.6M |
| Curbstone Financial Management Corp | 1.20% | Reduce -9.7% | 108,660 | $5.6M |
| Millennium Management | 0.00% | Add +283.9% | 107,947 | $5.5M |
| Diversified Portfolios, Inc. | 0.76% | Add +9.2% | 105,959 | $5.4M |
| Mutual Advisors, LLC | 0.17% | Add +7.8% | 105,737 | $5.4M |
| Confluence Investment Management LLC | 0.07% | New | 103,124 | $5.3M |
| Israel Discount Bank of New York | 6.55% | Reduce -24.9% | 102,442 | $5.3M |
| Endurance Services Ltd | 1.00% | No change | 100,582 | $5.2M |
| Beacon Financial Group | 0.59% | Reduce -4.3% | 99,800 | $5.1M |
| Comerica Bank | 0.02% | Add +1.9% | 99,520 | $5.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -17.8% | 99,470 | $5.1M |
| Martin Capital Partners, LLC | 1.93% | Reduce -2.4% | 98,112 | $5.0M |
| Shore Point Advisors, LLC | 2.84% | Add +6.0% | 96,932 | $5.0M |
| Crescent Grove Advisors, LLC | 0.51% | Add +10.0% | 94,911 | $4.9M |
| Perella Weinberg Partners Capital Management LP | 0.48% | Reduce -14.5% | 92,803 | $4.8M |
| Pinkerton Wealth, LLC | 0.76% | Add +5.0% | 91,827 | $4.7M |
| Whittier Trust Co. | 0.07% | Reduce -14.6% | 89,421 | $4.6M |
| Wealthstar Advisors, LLC | 1.60% | Add +59.8% | 89,361 | $4.6M |
| Providence Capital Advisors, LLC | 0.99% | Add +2.4% | 88,685 | $4.5M |
| Peapack Gladstone Financial Corp. | 0.07% | Reduce -3.4% | 88,678 | $4.5M |
| Bull Street Advisors, LLC | 2.15% | No change | 87,795 | $4.5M |
| Edmond DE Rothschild Holding S.A. | 0.08% | Reduce -22.8% | 87,638 | $4.5M |
| Rain Capital Management, LLC | 3.00% | Reduce -12.2% | 87,214 | $4.5M |
| Allianz Investment Management U.S. LLC | 0.28% | Reduce -55.2% | 86,644 | $4.4M |
| Sigma Planning Corp | 0.14% | Add +133.1% | 86,284 | $4.4M |
| Northstar Advisory Group, LLC | 2.67% | Reduce -39.1% | 86,483 | $4.4M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -5.6% | 85,901 | $4.4M |
| Outlook Wealth Advisors, LLC | 1.36% | New | 85,743 | $4.4M |
| Snowden Capital Advisors LLC | 0.14% | Add +50.5% | 84,144 | $4.3M |
| Welch & Forbes LLC | 0.06% | Add +2.1% | 83,695 | $4.3M |
| Agate Pass Investment Management, LLC | 2.29% | Add +0.1% | 83,282 | $4.3M |
| Chesley Taft & Associates LLC | 0.22% | Reduce -7.9% | 82,532 | $4.2M |
| Avantax Advisory Services, Inc. | 0.04% | Add +66.2% | 82,168 | $4.2M |
| Riversedge Advisors, LLC | 1.03% | Reduce -37.0% | 81,762 | $4.2M |
| Source Financial Advisors LLC | 1.26% | Add +8.5% | 80,944 | $4.2M |
| Buffington Mohr McNeal | 0.74% | Add +6.1% | 80,141 | $4.1M |
| White Pine Capital LLC | 1.56% | Reduce -17.8% | 80,756 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.3% | 79,400 | $4.1M |
| New World Advisors LLC | 1.19% | Reduce -40.8% | 79,164 | $4.1M |
| Strategic Advocates LLC | 1.56% | New | 78,824 | $4.0M |
| Trajan Wealth LLC | 0.27% | — | 76,762 | $3.9M |
| HM Payson & Co. | 0.07% | Reduce -0.0% | 76,676 | $3.9M |
| MTC Wealth Management LLC | 1.76% | Reduce -3.6% | 74,845 | $3.8M |
| Capital City Trust Co. | 1.05% | Reduce -0.4% | 73,305 | $3.8M |
| Grey Ledge Advisors, LLC | 1.04% | Add +11.9% | 72,098 | $3.7M |
| Aspen Investment Management Inc | 1.87% | Add +12.8% | 71,928 | $3.7M |
| Schmidt P J Investment Management Inc. | 0.69% | Reduce -16.0% | 71,763 | $3.7M |
| Sage Financial Group Inc. | 0.33% | Reduce -27.8% | 71,605 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.0% | 71,389 | $3.7M |
| Forte Asset Management LLC | 2.18% | New | 70,273 | $3.6M |
| Lodestar Private Asset Management LLC | 0.51% | Reduce -0.2% | 70,188 | $3.6M |
| JPL Wealth Management, LLC | 1.98% | Add +22.3% | 69,845 | $3.6M |
| Bokf, NA | 0.06% | Reduce -0.5% | 69,847 | $3.6M |
| Juncture Wealth Strategies, LLC | 1.52% | Add +3.1% | 69,023 | $3.5M |
| Duncker Streett & Co. Inc. | 0.69% | Add +3.0% | 67,874 | $3.5M |
| Boston Mountain Money Management Inc. | 2.38% | — | 67,667 | $3.5M |
| Graybill Wealth Management, LTD. | 1.46% | Add +6.8% | 67,595 | $3.5M |
| Focus Financial Network, Inc. | 0.17% | — | 68,274 | $3.5M |
| Boltwood Capital Management | 1.07% | Add +7.5% | 67,460 | $3.5M |
| New South Capital Management Inc. | 0.14% | Add +2.2% | 67,328 | $3.5M |
| Blair William & Co. | 0.01% | Add +5.8% | 66,561 | $3.4M |
| Quattro Financial Advisors LLC | 0.97% | New | 66,559 | $3.4M |
| DAVENPORT & Co LLC | 0.02% | Add +7.3% | 66,408 | $3.4M |
| Hollencrest Capital Management | 0.16% | Add +4.7% | 66,197 | $3.4M |
| KMG Fiduciary Partners, LLC | 0.35% | Add +2.1% | 65,553 | $3.4M |
| Checchi Capital Advisers, LLC | 0.26% | Reduce -1.3% | 65,458 | $3.4M |
| LVW Advisors, LLC | 0.56% | Reduce -1.4% | 64,224 | $3.3M |
| Nations Financial Group Inc, /Ia/ | 0.28% | Add +0.4% | 64,071 | $3.3M |
| Rathbones Group PLC | 0.02% | Reduce -9.4% | 62,876 | $3.2M |
| Cobblestone Capital Advisors LLC | 0.20% | Add +4.8% | 60,557 | $3.1M |
| Ally Invest Advisors Inc. | 0.31% | Reduce -2.5% | 60,112 | $3.1M |
| Asset Allocation & Management Company, LLC | 2.01% | No change | 60,000 | $3.1M |
| Parallel Advisors, LLC | 0.08% | Add +3.0% | 59,886 | $3.1M |
| First Trust Advisors LP | 0.00% | Add +2.6% | 58,834 | $3.0M |
| Washington Capital Management, Inc. | 2.43% | No change | 58,418 | $3.0M |
| NTV Asset Management LLC | 0.45% | Reduce -11.7% | 58,127 | $3.0M |
| Cary Street Partners Investment Advisory LLC | 0.12% | Reduce -0.3% | 56,462 | $2.9M |
| Abbrea Capital, LLC | 0.38% | Reduce -1.8% | 55,976 | $2.9M |
| Hunter Associates Investment Management LLC | 0.48% | Reduce -2.2% | 55,246 | $2.8M |
| Ameliora Wealth Management Ltd. | 1.28% | Reduce -17.9% | 55,277 | $2.8M |
| Avidian Wealth Enterprises, LLC | 0.15% | Add +0.9% | 55,132 | $2.8M |
| Investment Advisory Group, LLC | 1.16% | Add +0.2% | 54,697 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +157.8% | 53,892 | $2.8M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +157.8% | 53,892 | $2.8M |
| Burns J W & Co. Inc. | 0.38% | Reduce -4.4% | 53,312 | $2.7M |
| Vantage Financial Partners, LLC | 0.73% | Add +2.2% | 53,092 | $2.7M |
| Aries Wealth Management | 0.88% | Reduce -16.3% | 52,989 | $2.7M |
| Roger Wittlin Investment Advisory, LLC | 1.89% | Reduce -43.7% | 52,689 | $2.7M |
| One Day In July LLC | 0.36% | Add +2.2% | 52,490 | $2.7M |
| Gemmer Asset Management LLC | 0.31% | Add +4.3% | 52,473 | $2.7M |
| Prospera Financial Services Inc | 0.08% | Add +37.3% | 51,872 | $2.7M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Reduce -6.4% | 51,347 | $2.6M |
| AMG National Trust Bank | 0.08% | Reduce -2.7% | 51,326 | $2.6M |
| Caliber Wealth Management, LLC | 1.39% | New | 51,006 | $2.6M |
| Transatlantique Private Wealth LLC | 1.13% | Add +50.4% | 50,687 | $2.6M |
| Lincoln National Corp. | 0.04% | Add +29.8% | 49,455 | $2.5M |
| Forza Wealth Management, LLC | 1.31% | No change | 49,293 | $2.5M |
| Wescott Financial Advisory Group, LLC | 0.31% | Reduce -0.1% | 49,170 | $2.5M |
| JT Stratford LLC | 0.50% | Add +6.3% | 48,648 | $2.5M |
| Edgestream Partners, L.P. | 0.12% | Add +24.4% | 48,506 | $2.5M |
| Gradient Capital Advisors, LLC | 0.91% | Add +9.6% | 48,296 | $2.5M |
| AlTi Global, Inc. | 0.07% | Add +178.8% | 48,237 | $2.5M |
| Bigelow Investment Advisors, LLC | 1.21% | Add +14.0% | 48,115 | $2.5M |
| Bryn Mawr Trust Advisors, LLC | 0.14% | Add +8.5% | 47,921 | $2.5M |
| Ascent Group, LLC | 0.21% | Add +1.9% | 47,211 | $2.4M |
| NewEdge Advisors, LLC | 0.02% | Reduce -15.0% | 46,540 | $2.4M |
| Eagle Global Advisors LLC | 0.13% | Reduce -1.6% | 46,472 | $2.4M |
| Savant Capital, LLC | 0.03% | Add +8.8% | 46,442 | $2.4M |
| Glen Eagle Advisors, LLC | 0.45% | Reduce -6.8% | 46,273 | $2.4M |
| Sound View Wealth Advisors Group, LLC | 0.25% | Add +593.1% | 46,013 | $2.4M |
| Park Avenue Securities LLC | 0.03% | Add +22.1% | 45,886 | $2.4M |
| SeaBridge Investment Advisors LLC | 0.62% | Add +5.5% | 45,877 | $2.4M |
| Center For Asset Management LLC | 1.92% | Add +16.8% | 45,834 | $2.4M |
| DMC Group, LLC | 2.03% | Add +5.4% | 45,803 | $2.3M |
| United Community Bank | 0.91% | Reduce -11.8% | 45,603 | $2.3M |
| Steele Capital Management, Inc. | 0.13% | Reduce -68.1% | 44,682 | $2.3M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.57% | Reduce -14.1% | 44,421 | $2.3M |
| Summit Financial Group, Inc. | 0.81% | Add +2.8% | 44,241 | $2.3M |
| Apella Capital, LLC | 0.11% | Reduce -6.4% | 44,149 | $2.3M |
| YHB Investment Advisors, Inc. | 0.19% | Reduce -2.7% | 41,892 | $2.1M |
| Princeton Global Asset Management LLC | 0.51% | Add +2.7% | 41,691 | $2.1M |
| Avior Wealth Management, LLC | 0.10% | Reduce -12.9% | 41,394 | $2.1M |
| Wilshire Advisors LLC | 1.05% | No change | 41,344 | $2.1M |
| Wellspring Financial Advisors, LLC | 0.33% | Reduce -41.8% | 41,181 | $2.1M |
| IVC Wealth Advisors LLC | 1.20% | Add +6.5% | 40,405 | $2.1M |
| First International Bank & Trust | 0.71% | Add +5.0% | 40,336 | $2.1M |
| Nwam LLC | 0.16% | Add +6.3% | 39,583 | $2.0M |
| Investment Partners, LTD. | 0.90% | Add +0.9% | 38,825 | $2.0M |
| Compound Planning, Inc. | 0.18% | Add +11.5% | 38,227 | $2.0M |
| M Holdings Securities, Inc. | 0.33% | Add +89.9% | 38,202 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -43.9% | 38,139 | $2.0M |
| Running Point Capital Advisors, LLC | 0.87% | Add +2.6% | 37,767 | $1.9M |
| Hilltop Holdings Inc. | 0.21% | Reduce -0.7% | 37,559 | $1.9M |
| Calamos Wealth Management LLC | 0.11% | Add +21.9% | 37,375 | $1.9M |
| WASHINGTON TRUST Co | 0.07% | Add +2.8% | 37,146 | $1.9M |
| Hancock Whitney Corp. | 0.07% | Reduce -0.8% | 37,022 | $1.9M |
| Ifrah Financial Services, Inc. | 0.53% | Add +4.6% | 37,020 | $1.9M |
| Physician Wealth Advisors, Inc. | 0.40% | Add +5.9% | 37,452 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +24.1% | 36,831 | $1.9M |
| One Wealth Map LLC | 1.23% | Reduce -18.4% | 36,787 | $1.9M |
| 1620 Investment Advisors, Inc. | 1.85% | Add +10.8% | 35,943 | $1.8M |
| Vise Technologies, Inc. | 0.36% | Reduce -0.7% | 35,868 | $1.8M |
| Weaver Consulting Group | 0.67% | Reduce -2.5% | 35,406 | $1.8M |
| Capital Insight Partners, LLC | 0.33% | Reduce -1.4% | 34,432 | $1.8M |
| Armor Investment Advisors, LLC | 0.85% | Reduce -11.1% | 34,395 | $1.8M |
| Lido Advisors, LLC | 0.02% | Add +448.7% | 34,241 | $1.8M |
| Lowe Brockenbrough & Co. Inc. | 0.12% | Add +16.0% | 34,125 | $1.7M |
| Cabot Wealth Management Inc. | 0.23% | Add +7.6% | 34,115 | $1.7M |
| Tilia Fiduciary Partners, Inc. | 1.42% | Add +14.1% | 34,076 | $1.7M |
| Sovereign Financial Group, Inc. | 0.45% | Reduce -0.6% | 33,251 | $1.7M |
| WJ Wealth Management, LLC | 0.68% | Reduce -15.6% | 33,204 | $1.7M |
| Rockwood Wealth Management, LLC | 0.22% | Add +0.6% | 33,096 | $1.7M |
| Moody National Bank Trust Division | 0.13% | No change | 32,949 | $1.7M |
| Cooksen Wealth, LLC | 1.75% | Reduce -0.2% | 32,815 | $1.7M |
| E&G Advisors, LLC | 0.53% | New | 32,760 | $1.7M |
| Wulff, Hansen & Co. | 1.67% | Add +58.2% | 37,910 | $1.7M |
| Brookstone Capital Management | 0.03% | Add +93.3% | 32,520 | $1.7M |
| Integrated Advisors Network LLC | 0.08% | Reduce -3.8% | 32,299 | $1.7M |
| Rwa Wealth Partners, LLC | 0.02% | Add +0.0% | 32,195 | $1.7M |
| Advisory Services Network, LLC | 0.04% | Add +0.6% | 32,052 | $1.6M |
| Bessemer Group Inc. | 0.00% | Add +0.3% | 31,769 | $1.6M |
| Equita Financial Network, Inc. | 0.73% | Reduce -2.1% | 31,743 | $1.6M |
| Compass Ion Advisors, LLC | 0.23% | Reduce -16.5% | 31,739 | $1.6M |
| First Washington CORP | 0.62% | No change | 31,420 | $1.6M |
| Signet Financial Management, LLC | 0.22% | Reduce -2.2% | 31,410 | $1.6M |
| Voya Financial Advisors, Inc. | 0.18% | Add +7.2% | 31,212 | $1.6M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +3.9% | 30,994 | $1.6M |
| Evergreen Capital Management LLC | 0.06% | Add +9.1% | 30,967 | $1.6M |
| Simplicity Wealth,LLC | 0.04% | New | 30,847 | $1.6M |
| Econ Financial Services Corp | 0.98% | New | 30,815 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -2.1% | 30,740 | $1.6M |
| Spire Wealth Management | 0.03% | Add +8.1% | 30,580 | $1.6M |
| Arrow Financial Corp | 0.15% | Reduce -2.5% | 30,316 | $1.6M |
| A. D. Beadell Investment Counsel, Inc. | 1.35% | No change | 30,250 | $1.6M |
| Chartwell Investment Partners, LLC | 0.05% | Add +6.6% | 29,325 | $1.5M |
| National Bank of Canada | 0.00% | Add +175.5% | 29,204 | $1.5M |
| Bear Mountain Capital, Inc. | 0.63% | Reduce -2.5% | 29,016 | $1.5M |
| Strategic Wealth Partners, Ltd. | 0.16% | Add +0.2% | 28,613 | $1.5M |
| GC Wealth Management RIA, LLC | 0.29% | Reduce -0.1% | 28,571 | $1.5M |
| National Philanthropic Trust | 0.03% | Add +11.6% | 28,559 | $1.5M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Reduce -3.0% | 28,358 | $1.5M |
| Rothschild Investment LLC | 0.11% | Add +8.0% | 28,316 | $1.5M |
| Flagstar Securities, Inc. | 0.40% | Add +0.2% | 27,994 | $1.4M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.04% | Add +93.5% | 27,766 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Add +16.9% | 27,342 | $1.4M |
| Ballentine Partners, LLC | 0.03% | No change | 26,720 | $1.4M |
| FineMark National Bank & Trust | 0.05% | No change | 26,716 | $1.4M |
| Peregrine Asset Advisers, Inc. | 0.54% | Reduce -0.6% | 26,586 | $1.4M |
| Sweeney & Michel, LLC | 0.60% | — | 26,607 | $1.4M |
| Strategic Financial Services, Inc. | 0.09% | Reduce -2.9% | 26,038 | $1.3M |
| Coordinated Financial Services, Inc. | 1.18% | — | 25,923 | $1.3M |
| Northeast Financial Group, Inc. | 0.59% | Reduce -0.8% | 25,802 | $1.3M |
| Aprio Wealth Management, LLC | 0.26% | Reduce -84.4% | 25,571 | $1.3M |
| Intelligence Driven Advisers, LLC | 0.19% | Reduce -60.3% | 25,204 | $1.3M |
| Zacks Investment Management | 0.01% | Add +25.5% | 25,187 | $1.3M |
| Sheets Smith Wealth Management | 0.14% | Add +17.8% | 25,173 | $1.3M |
| Peoples Bank | 0.72% | Reduce -19.9% | 25,057 | $1.3M |
| Two Sigma Securities, LLC | 0.06% | New | 25,020 | $1.3M |
| Y.D. More Investments Ltd | 0.23% | Add +3684.0% | 24,785 | $1.3M |
| Phoenix Financial Ltd. | 0.02% | Reduce -18.5% | 24,659 | $1.3M |
| Ingalls & Snyder LLC | 0.06% | No change | 24,540 | $1.3M |
| Saxon Interests, Inc. | 0.59% | Add +0.0% | 24,273 | $1.2M |
| Apollon Wealth Management, LLC | 0.04% | Add +10.0% | 24,085 | $1.2M |
| Probity Advisors, Inc. | 0.25% | Reduce -38.8% | 23,928 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -20.5% | 23,911 | $1.2M |
| Laffer Tengler Investments, Inc. | 0.40% | Add +6.3% | 23,805 | $1.2M |
| Family Asset Management, LLC | 0.74% | Add +16.3% | 23,105 | $1.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -67.3% | 22,825 | $1.2M |
| M&T Bank Corp | 0.00% | Reduce -50.0% | 22,692 | $1.2M |
| Advisor OS, LLC | 0.13% | No change | 22,683 | $1.2M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -2.4% | 22,453 | $1.2M |
| Daymark Wealth Partners, LLC | 0.06% | Reduce -1.3% | 22,370 | $1.1M |
| Heritage Wealth Management, LLC | 0.58% | Add +0.4% | 22,314 | $1.1M |
| Exchange Bank | 0.93% | Add +0.4% | 22,116 | $1.1M |
| Jmac Enterprises LLC | 0.21% | Reduce -0.4% | 21,727 | $1.1M |
| Hohimer Wealth Management, LLC | 0.26% | Reduce -41.5% | 21,612 | $1.1M |
| FinTrust Capital Advisors, LLC | 0.21% | Add +17.1% | 21,505 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Add +185.5% | 21,415 | $1.1M |
| Godsey & Gibb, Inc. | 0.12% | Add +9.2% | 21,330 | $1.1M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -5.5% | 21,238 | $1.1M |
| Norway Savings Bank | 0.45% | Reduce -10.0% | 21,233 | $1.1M |
| Arkadios Wealth Advisors | 0.08% | Add +8.4% | 21,223 | $1.1M |
| Peninsula Wealth, LLC | 0.22% | Reduce -16.4% | 21,183 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +164.8% | 20,953 | $1.1M |
| Becker Capital Management Inc. | 0.04% | No change | 20,918 | $1.1M |
| Synovus Financial Corp. | 0.01% | Add +3.7% | 20,764 | $1.1M |
| Grand Wealth Management, LLC | 0.51% | No change | 20,657 | $1.1M |
| Strategy Asset Managers LLC | 0.23% | Reduce -25.6% | 20,612 | $1.1M |
| Benjamin Edwards Inc. | 0.21% | New | 20,393 | $1.0M |
| Kanawha Capital Management LLC | 0.08% | No change | 20,225 | $1.0M |
| Mittelman Wealth Management | 0.70% | — | 20,211 | $1.0M |
| Forum Private Client Group LLC | 0.50% | Reduce -29.6% | 20,109 | $1.0M |
| Quantitative Strategies, Inc. | 0.59% | Add +3.3% | 20,006 | $1.0M |
| Stelac Advisory Services LLC | 0.48% | Reduce -2.7% | 19,949 | $1.0M |
| Red Cedar Investment Management, LLC | 0.13% | No change | 19,907 | $1.0M |
| Rockbridge Investment Management, LCC | 0.15% | Add +0.1% | 19,814 | $1.0M |
| Lewis Asset Management, LLC | 0.82% | Reduce -4.0% | 19,328 | $991K |
| IFG Advisory, LLC | 0.07% | Add +12.9% | 19,311 | $990K |
| Dohj, LLC | 0.26% | Add +3.0% | 19,214 | $985K |
| CIBC Asset Management Inc | 0.00% | Reduce -15.0% | 19,082 | $979K |
| SkyOak Wealth, LLC | 0.23% | Add +4.1% | 19,054 | $977K |
| Rehmann Capital Advisory Group | 0.07% | Add +22.6% | 19,049 | $977K |
| Mascoma Wealth Management LLC | 0.28% | Reduce -57.4% | 18,918 | $970K |
| Axxcess Wealth Management, LLC | 0.03% | New | 18,814 | $965K |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +25.5% | 18,278 | $937K |
| Ironwood Investment Counsel, LLC | 0.16% | Reduce -31.6% | 18,185 | $933K |
| Cresset Asset Management, LLC | 0.00% | Add +4.2% | 18,158 | $931K |
| TFB Advisors LLC | 0.34% | Add +107.5% | 18,292 | $928K |
| American Institute for Advanced Investment Management, LLP | 0.73% | Reduce -0.7% | 18,076 | $927K |
| Summit Financial, LLC | 0.05% | Add +9.8% | 17,960 | $921K |
| White Lighthouse Investment Management Inc. | 0.19% | Add +0.4% | 17,916 | $919K |
| Family Capital Trust Co | 0.31% | No change | 17,719 | $908K |
| Fonville Wealth Management LLC | 0.40% | Add +8.7% | 17,575 | $901K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +28.1% | 17,844 | $889K |
| Schechter Investment Advisors, LLC | 0.07% | Reduce -10.3% | 17,240 | $884K |
| Charles Schwab Investment Advisory, Inc. | 0.00% | Reduce -11.7% | 17,002 | $872K |
| Banque Cantonale Vaudoise | 0.03% | Reduce -43.1% | 16,925 | $868K |
| Windsor Advisory Group, LLC | 2.42% | Add +109.6% | 16,736 | $858K |
| Verum Partners LLC | 0.30% | Reduce -5.8% | 16,610 | $852K |
| MMBG Investment Advisors Co. | 0.09% | No change | 16,642 | $851K |
| Lanark Financial, Inc. | 0.08% | Reduce -1.5% | 16,217 | $831K |
| Saiph Capital, LLC | 0.38% | Reduce -15.3% | 16,004 | $821K |
| Naples Global Advisors, LLC | 0.08% | Reduce -20.8% | 15,851 | $813K |
| Grey Fox Wealth Advisors, LLC | 0.31% | Reduce -0.5% | 15,824 | $811K |
| Harbour Investments, Inc. | 0.03% | Reduce -1.4% | 15,704 | $805K |
| Freedom Investment Management, Inc. | 0.06% | Add +3.9% | 15,623 | $801K |
| Smartleaf Asset Management LLC | 0.15% | Reduce -1.7% | 15,568 | $799K |
| Verdence Capital Advisors LLC | 0.07% | Add +1.6% | 15,515 | $796K |
| Cardinal Capital Management | 0.13% | No change | 15,340 | $787K |
| Keeley-Teton Advisors, LLC | 0.10% | Reduce -3.7% | 15,207 | $780K |
| Pekin Hardy Strauss, Inc. | 0.11% | No change | 15,015 | $770K |
| Banque Pictet & Cie SA | 0.01% | New | 15,000 | $769K |
| Capital Analysts, LLC | 0.04% | Add +53.5% | 14,998 | $769K |
| Wambolt & Associates, LLC | 0.23% | Add +55.3% | 14,932 | $761K |
| Beaumont Financial Advisors, LLC | 0.06% | Reduce -11.1% | 14,742 | $756K |
| Savvy Advisors, Inc. | 0.43% | Add +133.3% | 14,504 | $744K |
| Keel Point, LLC | 0.08% | Reduce -65.6% | 14,342 | $735K |
| Koshinski Asset Management, Inc. | 0.08% | Add +70.7% | 14,305 | $734K |
| Eagle Asset Management Inc. | 0.00% | Reduce -20.1% | 14,356 | $732K |
| Mount Lucas Management LP | 0.24% | Add +34.5% | 14,192 | $728K |
| GFG Capital, LLC | 0.19% | Reduce -1.3% | 14,182 | $727K |
| First Horizon Advisors, Inc. | 0.02% | Add +3.0% | 14,073 | $722K |
| MBL Wealth, LLC | 0.08% | Reduce -16.5% | 14,010 | $718K |
| My Legacy Advisors, LLC | 0.24% | Reduce -10.6% | 14,008 | $718K |
| Sunburst Financial Group, LLC | 0.20% | No change | 14,057 | $717K |
| Wedbush Securities Inc. | 0.03% | Add +4.6% | 13,768 | $706K |
| Banco Santander, S.A. | 0.01% | No change | 13,714 | $703K |
| Acorn Wealth Advisors, LLC | 0.37% | Add +1.4% | 13,712 | $703K |
| Stonebridge Capital Advisors LLC | 0.06% | Reduce -19.3% | 13,670 | $701K |
| LaFleur & Godfrey LLC | 0.10% | Add +10.7% | 13,655 | $700K |
| ARK & TLK Investments, LLC | 0.27% | No change | 13,629 | $699K |
| Councilor Wealth, LLC | 0.35% | Add +19.3% | 13,621 | $698K |
| First Personal Financial Services | 0.16% | Add +0.6% | 13,462 | $690K |
| American Financial Advisors, LLC | 0.10% | Add +0.5% | 13,162 | $675K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -26.9% | 13,136 | $674K |
| Fisher Asset Management | 0.00% | Add +13.4% | 13,044 | $669K |
| Principal Securities, Inc. | 0.02% | Reduce -7.3% | 12,872 | $660K |
| Phillips Financial Management, LLC | 0.05% | Reduce -2.5% | 12,870 | $660K |
| Bulltick Wealth Management, LLC | 0.14% | No change | 12,710 | $652K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -23.3% | 12,671 | $650K |
| Faithward Advisors, LLC | 0.12% | Add +2432.4% | 12,510 | $642K |
| Swmg, LLC | 0.29% | Add +119.1% | 12,392 | $635K |
| Plancorp, LLC | 0.03% | Reduce -0.9% | 12,242 | $628K |
| FourThought Financial Partners, LLC | 0.07% | Reduce -1.1% | 12,055 | $618K |
| LYNX Capital Group Ltd. | 0.42% | Add +7.3% | 12,054 | $618K |
| Criterion Capital Advisors, LLC | 0.41% | Reduce -1.6% | 11,970 | $614K |
| Legacy Bridge, LLC | 0.36% | Reduce -4.4% | 11,870 | $609K |
| Wealth Advisory Solutions, LLC | 0.16% | Reduce -2.9% | 11,798 | $605K |
| Commerce Bank | 0.00% | Add +69.0% | 11,695 | $600K |
| BlueChip Wealth Advisors LLC | 0.38% | Reduce -8.6% | 11,642 | $597K |
| SlateStone Wealth, LLC | 0.06% | Add +30.2% | 11,535 | $592K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +5.2% | 11,540 | $592K |
| Capital Advisors Wealth Management, LLC | 0.12% | Reduce -88.2% | 11,277 | $578K |
| Peloton Wealth Strategists | 0.24% | Add +2.9% | 11,209 | $575K |
| NorthRock Partners, LLC | 0.02% | Reduce -34.6% | 11,127 | $571K |
| 1834 Investment Advisors Co. | 0.07% | No change | 11,123 | $570K |
| JGP Wealth Management, LLC | 0.08% | Add +60.9% | 11,009 | $565K |
| CreativeOne Wealth, LLC | 0.02% | Add +119.5% | 10,946 | $561K |
| Cardiff Park Advisors, LLC | 0.05% | Add +0.1% | 10,916 | $560K |
| Shared Vision Wealth Group LLC | 0.35% | Reduce -19.6% | 10,812 | $554K |
| Ancora Advisors LLC | 0.01% | Add +247.7% | 10,781 | $553K |
| Global Retirement Partners, LLC | 0.02% | Reduce -15.3% | 10,659 | $547K |
| D.A. Davidson & Co. | 0.00% | Reduce -11.0% | 10,559 | $542K |
| Sachetta, LLC | 0.26% | No change | 10,520 | $539K |
| First United Bank & Trust | 0.20% | Reduce -1.8% | 10,291 | $528K |
| Octavia Wealth Advisors, LLC | 0.08% | Reduce -73.7% | 10,230 | $525K |
| Disciplined Investments, LLC | 0.28% | Add +1.1% | 10,173 | $522K |
| Atlantic Edge Private Wealth Management, LLC | 0.18% | Reduce -57.4% | 10,168 | $521K |
| Independent Solutions Wealth Management, LLC | 0.12% | Reduce -5.8% | 10,017 | $514K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.5% | 9,969 | $511K |
| Werba Rubin Papier Wealth Management | 0.15% | New | 9,948 | $510K |
| Cascade Wealth Advisors, Inc | 0.43% | — | 10,000 | $508K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -70.3% | 9,935 | $507K |
| Mayflower Financial Advisors, LLC | 0.08% | Reduce -0.7% | 9,865 | $506K |
| RFG Advisory, LLC | 0.02% | Reduce -79.2% | 9,834 | $504K |
| IHT Wealth Management, LLC | 0.02% | Reduce -20.2% | 9,799 | $502K |
| First Hawaiian Bank | 0.02% | Reduce -1.6% | 9,785 | $502K |
| Level Four Advisory Services, LLC | 0.03% | No change | 9,785 | $502K |
| Financial Counselors Inc. | 0.01% | No change | 9,767 | $501K |
| Cherry Tree Wealth Management, LLC | 0.12% | Reduce -12.1% | 9,628 | $494K |
| First Manhattan Co. Llc. | 0.00% | Add +55.0% | 9,607 | $493K |
| AllSquare Wealth Management LLC | 0.29% | No change | 9,568 | $491K |
| Visionary Wealth Advisors | 0.03% | Add +46.0% | 9,524 | $488K |
| Cypress Capital Group | 0.06% | Add +3.9% | 9,435 | $484K |
| Creekmur Asset Management LLC | 0.16% | Reduce -33.3% | 9,373 | $481K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +2.0% | 9,365 | $480K |
| Boston Family Office LLC | 0.03% | No change | 9,334 | $479K |
| Grove Bank & Trust | 0.08% | No change | 9,307 | $477K |
| Janney Capital Management LLC | 0.03% | Reduce -1.8% | 9,243 | $474K |
| Successful Portfolios LLC | 0.32% | Reduce -1.3% | 9,081 | $466K |
| Brighton Jones LLC | 0.02% | Add +0.0% | 9,076 | $465K |
| Independent Financial Group, LLC | 0.02% | Add +14.4% | 9,063 | $465K |
| Brady Family Wealth, LLC | 0.15% | Reduce -2.2% | 8,987 | $461K |
| Union Savings Bank | 0.24% | Reduce -1.8% | 8,950 | $459K |
| Cornerstone Wealth Group, LLC | 0.04% | New | 8,941 | $458K |
| Rede Wealth, LLC | 0.19% | Add +82.6% | 8,870 | $455K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 8,860 | $454K |
| Trivium Point Advisory, LLC | 0.10% | Reduce -21.1% | 8,812 | $452K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +102.1% | 8,791 | $451K |
| Client 1ST Advisory Group, LLC | 0.20% | Reduce -8.8% | 8,747 | $449K |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.2% | 8,800 | $448K |
| Panoramic Investment Advisors, LLC | 0.33% | Reduce -6.1% | 8,686 | $445K |
| Truefg, LLC | 0.16% | Add +5.8% | 8,686 | $445K |
| WMS Partners, LLC | 0.03% | Reduce -24.9% | 8,424 | $432K |
| Merit Financial Group, LLC | 0.01% | Reduce -68.0% | 8,454 | $431K |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 0.57% | No change | 8,404 | $431K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +25.9% | 8,394 | $426K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -10.4% | 8,291 | $425K |
| Able Wealth Management LLC | 0.37% | Reduce -14.6% | 8,244 | $423K |
| Beaird Harris Wealth Management, LLC | 0.04% | Add +0.1% | 8,157 | $418K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Reduce -1.2% | 8,136 | $417K |
| Hexagon Capital Partners LLC | 0.09% | Reduce -5.0% | 8,124 | $417K |
| Advisory Research Inc. | 0.08% | No change | 8,065 | $414K |
| CW Advisors, LLC | 0.01% | Add +6.0% | 8,035 | $412K |
| Marex Group Ltd | 0.01% | New | 8,000 | $410K |
| Ceeto Capital Group, LLC | 0.17% | No change | 8,000 | $410K |
| Fermata Advisors, LLC | 0.09% | Reduce -86.9% | 7,929 | $407K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +23.0% | 7,819 | $401K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +77.0% | 7,793 | $400K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -27.7% | 7,772 | $399K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 7,700 | $395K |
| Parsons Capital Management Inc. | 0.03% | Add +27.1% | 7,567 | $388K |
| Waterloo Capital, L.P. | 0.05% | Reduce -20.1% | 7,537 | $386K |
| Oxinas Partners, LLC | 0.25% | New | 7,506 | $385K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.5% | 7,437 | $381K |
| Great Diamond Partners, LLC | 0.09% | Reduce -86.8% | 7,429 | $381K |
| CGN Advisors LLC | 0.05% | No change | 7,389 | $379K |
| Capital Asset Advisory Services LLC | 0.02% | New | 7,349 | $375K |
| 1900 Wealth Management LLC | 0.03% | Reduce -49.1% | 7,309 | $375K |
| Sunflower Bank, N.A. | 0.08% | No change | 7,180 | $368K |
| High Falls Advisors, Inc | 0.09% | Reduce -1.6% | 7,134 | $366K |
| Clearbridge Investments, LLC | 0.00% | Reduce -0.0% | 7,117 | $365K |
| CFM Wealth Partners LLC | 0.07% | Reduce -13.3% | 7,042 | $361K |
| Equitable Holdings, Inc. | 0.00% | Reduce -1.5% | 7,039 | $361K |
| Boyd Watterson Asset Management LLC | 0.13% | Reduce -12.4% | 6,973 | $358K |
| 4J Wealth Management LLC | 0.30% | Reduce -87.3% | 6,876 | $353K |
| Elevated Capital Advisors, LLC | 0.10% | New | 6,851 | $351K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -11.8% | 6,835 | $350K |
| Atticus Wealth Management, LLC | 0.11% | Reduce -1.6% | 6,739 | $346K |
| Centaurus Financial, Inc. | 0.02% | Reduce -3.3% | 6,726 | $345K |
| Cottage Street Advisors LLC | 0.21% | No change | 6,670 | $342K |
| Garrison Point Advisors, LLC | 0.22% | No change | 6,630 | $340K |
| HB Wealth Management, LLC | 0.00% | New | 6,623 | $340K |
| Seascape Capital Management | 0.13% | No change | 6,600 | $338K |
| Value Partners Investments Inc. | 0.03% | Add +44.0% | 6,541 | $335K |
| Argent Trust Co | 0.02% | No change | 6,530 | $335K |
| Greytown Advisors Inc. | 0.18% | No change | 6,407 | $329K |
| Fiduciary Alliance LLC | 0.06% | Add +29.6% | 6,439 | $328K |
| Vermillion & White Wealth Management Group, LLC | 0.26% | Reduce -12.4% | 6,384 | $327K |
| Astor Investment Management LLC | 0.13% | Reduce -30.7% | 6,359 | $326K |
| Avaii Wealth Management, LLC | 0.19% | Add +4.8% | 6,339 | $325K |
| Townsend & Associates, Inc | 0.04% | No change | 6,334 | $322K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -78.3% | 6,227 | $319K |
| Howard Wealth Management, LLC | 0.26% | Reduce -13.1% | 6,218 | $319K |
| Plimoth Trust Co. LLC | 0.08% | Reduce -0.8% | 6,197 | $318K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -59.7% | 6,183 | $317K |
| Capasso Planning Partners LLC | 0.13% | No change | 6,105 | $313K |
| M&R Capital Management Inc. | 0.08% | Reduce -27.4% | 6,100 | $313K |
| Patten Group, Inc. | 0.08% | Reduce -9.3% | 6,071 | $311K |
| Mayport, LLC | 0.12% | No change | 6,039 | $310K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | Reduce -91.5% | 5,977 | $306K |
| Colonial Trust Co / SC | 0.06% | Add +8.8% | 5,967 | $306K |
| West Michigan Advisors, LLC | 0.10% | Reduce -18.3% | 5,966 | $306K |
| TD Capital Management LLC | 0.03% | Add +29.1% | 5,950 | $305K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Reduce -7.1% | 5,935 | $304K |
| Seelaus Asset Management LLC | 0.31% | Reduce -14.0% | 5,933 | $304K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +1.4% | 5,883 | $302K |
| Integrated Investment Consultants, LLC | 0.08% | Reduce -0.4% | 5,880 | $302K |
| Meridian Investment Counsel Inc. | 0.10% | Reduce -33.3% | 5,867 | $301K |
| Csenge Advisory Group | 0.02% | Reduce -19.0% | 5,865 | $301K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -22.2% | 5,864 | $301K |
| Godshalk Welsh Capital Management, Inc. | 0.20% | Add +0.5% | 5,859 | $300K |
| Hoxton Planning & Management, LLC | 0.14% | No change | 5,816 | $298K |
| Curtis Advisory Group, LLC | 0.11% | Add +3.5% | 5,769 | $296K |
| Mgo One Seven LLC | 0.02% | Reduce -6.4% | 5,737 | $294K |
| Woodward Diversified Capital, LLC | 0.18% | Add +1.9% | 5,712 | $293K |
| Guardian Wealth Advisors, LLC | 0.19% | Reduce -4.7% | 5,664 | $290K |
| Regal Investment Advisors LLC | 0.02% | Reduce -43.3% | 5,655 | $290K |
| Aspiriant, LLC | 0.01% | Reduce -7.3% | 5,562 | $285K |
| McAdam, LLC | 0.02% | Add +18.8% | 5,560 | $285K |
| Strategic Financial Concepts, LLC | 0.07% | New | 5,510 | $283K |
| New Potomac Partners, LLC | 0.16% | Reduce -61.0% | 5,509 | $283K |
| Autumn Glory Partners, LLC | 0.14% | No change | 5,485 | $281K |
| First Affirmative Financial Network | 0.21% | Reduce -6.1% | 5,468 | $280K |
| Glass Jacobson Investment Advisors llc | 0.10% | Reduce -3.4% | 5,436 | $279K |
| Davidson Investment Advisors | 0.01% | Add +1.4% | 5,404 | $277K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +7.0% | 5,379 | $276K |
| Waters Parkerson & Co., LLC | 0.01% | No change | 5,320 | $273K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +0.1% | 5,310 | $272K |
| Van Cleef Asset Management,Inc | 0.03% | No change | 5,250 | $269K |
| Ignite Planners, LLC | 0.07% | Reduce -0.8% | 5,251 | $268K |
| BNP Paribas Financial Markets | 0.00% | Reduce -87.1% | 5,203 | $267K |
| WESPAC Advisors SoCal, LLC | 0.07% | Reduce -4.9% | 5,155 | $264K |
| Centurion Wealth Management LLC | 0.10% | Add +0.0% | 5,148 | $264K |
| Americana Partners, LLC | 0.02% | New | 5,105 | $262K |
| Icon Wealth Advisors, LLC | 0.02% | Add +3.9% | 5,045 | $259K |
| Allie Family Office LLC | 0.15% | No change | 5,040 | $258K |
| Evanson Asset Management, LLC | 0.02% | Add +0.6% | 5,023 | $258K |
| Black Maple Capital Management LP | 0.17% | No change | 5,000 | $256K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -7.3% | 4,950 | $254K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 4,930 | $253K |
| 1492 Capital Management LLC | 0.14% | Add +2.4% | 4,913 | $252K |
| Private Wealth Group, LLC | 0.13% | No change | 4,910 | $252K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -29.3% | 4,887 | $251K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.05% | Reduce -49.5% | 4,859 | $249K |
| Brooklyn FI, LLC | 0.10% | New | 4,856 | $249K |
| Peak Planning Group, LLC | 0.15% | Add +4.5% | 4,812 | $247K |
| SigFig Wealth Management, LLC | 0.01% | New | 4,778 | $245K |
| Aviance Capital Partners, LLC | 0.04% | No change | 4,772 | $245K |
| Middleton & Co. Inc. | 0.03% | No change | 4,766 | $244K |
| C2C Wealth Management, LLC | 0.24% | No change | 4,752 | $244K |
| Mather Group, Llc. | 0.00% | Reduce -4.1% | 4,676 | $240K |
| Bison Wealth, LLC | 0.04% | New | 4,618 | $237K |
| Seamount Financial Group Inc. | 0.21% | Add +1.5% | 4,611 | $236K |
| Old National Bancorp | 0.01% | Reduce -16.3% | 4,584 | $235K |
| Legacy Capital Group California, Inc. | 0.09% | Reduce -5.9% | 4,536 | $233K |
| Horan Securities, Inc. | 0.11% | Add +0.6% | 4,531 | $232K |
| Quantum Portfolio Management LLC | 0.13% | No change | 4,525 | $232K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 4,508 | $231K |
| Regatta Capital Group, LLC | 0.05% | No change | 4,500 | $231K |
| Greenwood Capital Associates LLC | 0.03% | Add +2.1% | 4,482 | $230K |
| TNF LLC | 0.09% | Add +0.2% | 4,499 | $229K |
| Capital Advisors Inc. | 0.00% | New | 4,411 | $226K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 4,410 | $226K |
| GeoWealth Management, LLC | 0.01% | Reduce -94.2% | 4,407 | $226K |
| BLB&B Advisors, LLC | 0.01% | No change | 4,375 | $224K |
| Wintrust Investments LLC | 0.02% | Add +0.4% | 4,355 | $223K |
| Financial Perspectives, Inc | 0.08% | Add +0.5% | 4,347 | $223K |
| Marcum Wealth, LLC | 0.02% | Reduce -0.6% | 4,252 | $218K |
| International Assets Investment Management, LLC | 0.02% | Reduce -5.3% | 4,242 | $216K |
| Webster Bank, N. A. | 0.02% | Add +1.6% | 4,215 | $216K |
| Ledyard National Bank | 0.02% | Reduce -2.3% | 4,214 | $216K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -85.1% | 4,210 | $216K |
| Matthew Goff Investment Advisor, LLC | 0.04% | New | 4,175 | $214K |
| Cim, LLC | 0.03% | No change | 4,170 | $214K |
| Retirement Group, LLC | 0.08% | Reduce -11.7% | 4,158 | $213K |
| Horizon Investment Services, LLC | 0.10% | Reduce -1.2% | 4,092 | $210K |
| Confluence Wealth Services, Inc. | 0.02% | New | 4,091 | $210K |
| Ipswich Investment Management Co., Inc. | 0.05% | No change | 4,000 | $205K |
| Concord Wealth Partners | 0.04% | Add +96.3% | 3,984 | $204K |
| Spinnaker Trust | 0.01% | New | 3,983 | $204K |
| Martin Capital Advisors, LLP | 0.16% | No change | 3,960 | $203K |
| Fox Hill Wealth Management | 0.14% | Add +1.1% | 3,947 | $202K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 3,849 | $197K |
| Alaska Permanent Capital Management, LLC | 0.01% | No change | 3,750 | $192K |
| Heck Capital Advisors, LLC | 0.03% | New | 3,700 | $190K |
| Crewe Advisors LLC | 0.02% | No change | 3,625 | $186K |
| Syntax Research, Inc. | 0.14% | Add +0.2% | 3,584 | $184K |
| CENTRAL TRUST Co | 0.00% | Add +0.6% | 3,455 | $177K |
| Raffa Wealth Management, LLC | 0.05% | Reduce -1.1% | 3,410 | $175K |
| Archer Investment Corp | 0.05% | No change | 3,399 | $174K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 3,352 | $172K |
| Frazier Financial Advisors, LLC | 0.14% | New | 3,318 | $170K |
| Optimum Investment Advisors | 0.08% | No change | 3,280 | $168K |
| Coombe, Bender & Co LLC | 0.10% | Reduce -15.0% | 3,259 | $167K |
| Colonial Trust Advisors | 0.02% | Reduce -25.3% | 3,248 | $167K |
| WR Wealth Planners, LLC | 0.05% | New | 3,179 | $163K |
| Gradient Investments LLC | 0.00% | Reduce -99.6% | 3,160 | $162K |
| Future Financial Wealth Managment LLC | 0.11% | New | 2,774 | $142K |
| EPG Wealth Management LLC | 0.03% | Add +6.2% | 2,765 | $142K |
| Front Row Advisors LLC | 0.05% | Add +0.0% | 2,691 | $138K |
| MidAtlantic Capital Management, Inc. | 0.11% | No change | 2,514 | $129K |
| Private Trust Co. NA | 0.01% | Reduce -31.2% | 2,482 | $127K |
| Private Ocean, LLC | 0.01% | Reduce -49.0% | 2,364 | $121K |
| Studio Investment Management LLC | 0.03% | No change | 2,350 | $121K |
| Spectrum Wealth Counsel, LLC | 0.01% | Add +9.4% | 2,344 | $120K |
| Continuum Advisory, LLC | 0.02% | Reduce -77.3% | 2,145 | $109K |
| Allworth Financial LP | 0.00% | Add +42.5% | 2,113 | $108K |
| Balefire, LLC | 0.04% | Add +282.5% | 2,031 | $104K |
| Security National Bank | 0.02% | No change | 2,030 | $104K |
| Main Street Group, LTD | 0.05% | Reduce -55.5% | 2,000 | $102K |
| AlphaCentric Advisors LLC | 0.06% | Add +31.6% | 1,939 | $99K |
| Community Bank, N.A. | 0.01% | No change | 1,900 | $97K |
| Payden & Rygel Investment Group | 0.01% | — | 1,747 | $90K |
| Payden & Rygel | 0.01% | Reduce -99.3% | 1,747 | $90K |
| Rakuten Securities, Inc. | 0.04% | New | 1,751 | $90K |
| Laurel Wealth Advisors LLC | 0.02% | Add +0.6% | 1,745 | $89K |
| WealthShield Partners, LLC | 0.01% | Reduce -0.7% | 1,743 | $89K |
| Realta Investment Advisors | 0.02% | New | 1,708 | $88K |
| Cassady Schiller Wealth Management, LLC | 0.04% | No change | 1,700 | $87K |
| NFSG Corp | 0.04% | No change | 1,700 | $87K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +217.7% | 1,579 | $81K |
| CoreCap Advisors, LLC | 0.00% | New | 1,565 | $80K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -41.4% | 1,528 | $78K |
| Founders Financial Alliance, LLC | 0.02% | Add +683.1% | 1,527 | $78K |
| West Paces Advisors Inc. | 0.02% | Reduce -19.4% | 1,505 | $77K |
| Howe & Rusling Inc. | 0.01% | Add +17.7% | 1,489 | $76K |
| Park Place Capital Corp | 0.03% | Add +270.8% | 1,483 | $76K |
| Twin City Private Wealth, LLC | 0.07% | — | 1,458 | $75K |
| Red Lighthouse Investment Management, LLC | 0.03% | No change | 1,423 | $73K |
| Wunderlich Capital Managemnt | 0.03% | No change | 1,400 | $72K |
| LGT Financial Advisors LLC | 0.08% | Add +0.6% | 1,392 | $71K |
| Horizon Investments, LLC | 0.00% | Add +5.0% | 1,393 | $71K |
| CVA Family Office, LLC | 0.01% | No change | 1,353 | $69K |
| Caldwell Sutter Capital, Inc. | 0.03% | Reduce -25.2% | 1,345 | $69K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -4.4% | 1,286 | $66K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 1,271 | $65K |
| Elevate Wealth Advisory, Inc. | 0.06% | No change | 1,254 | $64K |
| Tsfg, LLC | 0.02% | Reduce -19.8% | 1,240 | $64K |
| Private Capital Management LLC | 0.01% | Reduce -5.8% | 1,226 | $63K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 1,200 | $62K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 1,175 | $60K |
| Country Trust Bank | 0.00% | No change | 1,124 | $58K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 1,078 | $55K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -97.5% | 1,053 | $54K |
| Founders Capital Management | 0.04% | No change | 1,040 | $53K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,010 | $52K |
| Nvwm, LLC | 0.01% | No change | 1,000 | $51K |
| Jones Financial Companies LLLP | 0.00% | New | 1,000 | $51K |
| Oakworth Capital, Inc. | 0.00% | No change | 960 | $49K |
| Tucker Asset Management LLC | 0.01% | No change | 952 | $49K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 949 | $49K |
| Tidemark, LLC | 0.03% | No change | 948 | $49K |
| Rice Partnership, LLC | 0.01% | Reduce -28.6% | 922 | $47K |
| New Republic Capital, LLC | 0.03% | No change | 909 | $47K |
| Castleview Partners, LLC | 0.03% | No change | 880 | $45K |
| Independence Bank of Kentucky | 0.01% | No change | 864 | $44K |
| REAP Financial Group, LLC | 0.01% | Add +0.7% | 846 | $43K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -6.8% | 821 | $42K |
| Barrett & Company, Inc. | 0.02% | No change | 800 | $41K |
| Financial Synergies Wealth Advisors, Inc. | 0.01% | Reduce -57.5% | 768 | $39K |
| Bell Investment Advisors, Inc | 0.01% | Add +41.8% | 712 | $37K |
| New Covenant Trust Company, N.A. | 0.04% | — | 712 | $37K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.4% | 686 | $35K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -2.0% | 601 | $31K |
| Palisade Asset Management, LLC | 0.00% | New | 592 | $30K |
| Montag A & Associates Inc. | 0.00% | No change | 570 | $29K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.5% | 555 | $29K |
| Clear Point Advisors Inc. | 0.02% | Add +0.6% | 544 | $28K |
| Northwest Capital Management Inc | 0.01% | Reduce -7.4% | 513 | $26K |
| City Holding Co. | 0.00% | No change | 490 | $25K |
| McIlrath & Eck, LLC | 0.00% | No change | 486 | $25K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 478 | $25K |
| Richardson Financial Services Inc. | 0.02% | Add +2687.3% | 1,533 | $25K |
| Thompson Investment Management, Inc. | 0.00% | No change | 441 | $23K |
| Versant Capital Management, Inc | 0.01% | New | 427 | $22K |
| GoalVest Advisory LLC | 0.01% | Reduce -6.4% | 426 | $22K |
| Westside Investment Management, Inc. | 0.00% | No change | 400 | $21K |
| First PREMIER Bank | 0.01% | Add +119.6% | 369 | $19K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 364 | $19K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 350 | $18K |
| Ransom Advisory, Ltd | 0.01% | — | 348 | $18K |
| Sound Income Strategies, LLC | 0.00% | No change | 342 | $18K |
| JCIC Asset Management Inc. | 0.01% | No change | 320 | $16K |
| Financial Freedom, LLC | 0.01% | Add +0.6% | 318 | $16K |
| Signaturefd, LLC | 0.00% | Add +293.7% | 311 | $16K |
| Blue Trust, Inc. | 0.00% | Reduce -75.2% | 304 | $16K |
| SRH Advisors, LLC | 0.00% | No change | 300 | $15K |
| Kelly Financial Services LLC | 0.01% | Add +0.7% | 274 | $14K |
| Wolff Wiese Magana LLC | 0.01% | No change | 272 | $14K |
| Centerpoint Advisors, LLC | 0.00% | No change | 250 | $13K |
| MCF Advisors LLC | 0.00% | New | 252 | $13K |
| Tyler-Stone Wealth Management | 0.01% | New | 250 | $13K |
| Aspire Wealth Management Corp | 0.01% | Reduce -4.0% | 241 | $12K |
| Planning Capital Management Corp | 0.01% | No change | 200 | $10K |
| FWL Investment Management, LLC | 0.01% | No change | 200 | $10K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.01% | Add +0.5% | 196 | $10K |
| LifeSteps Financial, Inc. | 0.01% | New | 158 | $8K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -82.4% | 149 | $8K |
| Chilton Capital Management LLC | 0.00% | No change | 147 | $8K |
| Register Financial Advisors LLC | 0.00% | Reduce -5.8% | 146 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 121 | $6K |
| Breakwater Investment Management | 0.00% | — | 106 | $5K |
| FSA Wealth Management LLC | 0.00% | No change | 100 | $5K |
| Trivant Custom Portfolio Group, LLC | 0.00% | No change | 100 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 92 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 85 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 79 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 80 | $4K |
| Robinson Value Management, Ltd. | 0.00% | No change | 75 | $4K |
| Venturi Wealth Management, LLC | 0.00% | No change | 70 | $4K |
| CNB Bank | 0.00% | Reduce -93.1% | 69 | $4K |
| Aspire Private Capital, LLC | 0.00% | Reduce -10.3% | 61 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 58 | $3K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | New | 57 | $3K |
| LRI Investments, LLC | 0.00% | — | 49 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 39 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 36 | $2K |
| Key Financial Inc | 0.00% | No change | 32 | $2K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 26 | $1K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -98.2% | 13 | $667 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -99.8% | 4 | $202 |
| Naples Money Management LLC | 0.00% | No change | 2 | $103 |
| Bfsg, LLC | 0.00% | No change | 1 | $52 |
| First Command Advisory Services, Inc. | 0.00% | Add +113.5% | 254 | $0 |
"% of holder's portfolio" is IGSB's weight in each manager's 13F, not the share of iShares 1-5Y Inv Grade Corp. the manager owns.