iShares 1-5Y Inv GradeIGSBETF
13F holders, Q2 2024 (June 30)878holders −9
55new positions
61sold out
6famous investors
$51.20avg. 13F price*
At the end of Q2 2024, 878 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings, down 9 from Q1 2024. 55 opened new positions and 61 sold out. The largest holders were Charles Schwab Investment Management Inc. ($1.2B), Northern Trust Corp. ($1.1B) and Japan Science & Technology Agency ($789.6M). 6 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $93.1M |
| Exits | 61 | $547.5M |
All 13F filers, Q1 2024 → Q2 2024: 20,899,733 shares bought and 36,584,346 shares sold, net −15,684,613 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 878 holders
| Charles Schwab Investment Management Inc. | 0.23% | Reduce -0.7% | 23,360,950 | $1.2B |
| Northern Trust Corp. | 0.18% | Add +0.0% | 20,733,862 | $1.1B |
| Japan Science & Technology Agency | 10.96% | No change | 15,409,088 | $789.6M |
| Matson Money. Inc. | 22.67% | Add +0.9% | 13,299,193 | $681.5M |
| BlackRock Inc. | 0.01% | Add +74.9% | 12,176,390 | $623.9M |
| Ameriprise Financial Inc. | 0.16% | Add +3.4% | 11,449,295 | $586.1M |
| Johns Hopkins University | 18.68% | Reduce -4.2% | 9,130,559 | $467.9M |
| Morgan Stanley | 0.03% | Reduce -1.2% | 8,737,052 | $447.7M |
| Goldman Sachs Group Inc. | 0.09% | Add +5.0% | 8,623,058 | $441.8M |
| Barings LLC | 8.64% | Reduce -0.7% | 6,866,827 | $351.9M |
| Bank of America Corp. | 0.03% | Reduce -26.3% | 6,286,112 | $322.1M |
| Allstate Corp. | 16.94% | Reduce -33.8% | 4,074,095 | $208.8M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -6.4% | 3,928,617 | $201.3M |
| UBS Group AG | 0.06% | Reduce -6.2% | 3,836,275 | $196.6M |
| PNC Financial Services Group, Inc. | 0.13% | Add +3.2% | 3,820,369 | $195.8M |
| JPMorgan Chase & Co. | 0.02% | Add +19.3% | 3,709,932 | $190.1M |
| Wells Fargo & Company | 0.05% | Add +0.6% | 3,698,966 | $189.5M |
| Royal Bank of Canada | 0.04% | Reduce -17.8% | 3,487,226 | $178.7M |
| EP Wealth Advisors, LLC | 1.87% | Add +12.8% | 3,426,586 | $175.6M |
| Stifel Financial Corp. | 0.19% | Add +30.9% | 3,368,385 | $172.6M |
| Pure Financial Advisors, LLC | 4.32% | Add +13.2% | 3,040,734 | $155.8M |
| Commonwealth Equity Services, LLC | 0.22% | Add +14.3% | 2,771,535 | $142.0M |
| FMR LLC | 0.01% | Reduce -61.2% | 2,400,217 | $123.0M |
| Raymond James & Associates | 0.08% | Add +3.1% | 2,376,549 | $121.8M |
| Busey Bank | 4.12% | Add +2.5% | 2,351,840 | $120.5M |
| Captrust Financial Advisors | 0.36% | Add +3.5% | 2,172,373 | $111.3M |
| Arch Capital Group LTD. | 48.73% | Reduce -60.0% | 2,171,233 | $111.3M |
| Truist Financial Corp. | 0.17% | Reduce -7.4% | 2,157,350 | $110.5M |
| Flputnam Investment Management Co. | 1.99% | Add +22.8% | 2,074,169 | $106.3M |
| Haverford Trust Co | 1.02% | Add +2.1% | 1,884,277 | $96.6M |
| Members Trust Co | 2.87% | Reduce -1.2% | 1,844,687 | $94.5M |
| Fiduciary Trust Co | 1.18% | Add +2.8% | 1,539,988 | $78.9M |
| Sun Life Financial Inc. | 4.62% | No change | 1,509,000 | $77.3M |
| Keybank National Association | 0.31% | Add +3.9% | 1,492,043 | $76.5M |
| HighTower Advisors, LLC | 0.12% | Add +6.1% | 1,471,418 | $75.4M |
| Dynasty Wealth Management, LLC | 2.13% | Reduce -37.6% | 1,413,299 | $72.4M |
| Quotient Wealth Partners, LLC | 2.45% | Reduce -37.8% | 1,363,566 | $69.9M |
| Destination Wealth Management | 2.23% | Add +2.0% | 1,316,510 | $67.5M |
| LPL Financial LLC | 0.03% | Reduce -3.9% | 1,302,597 | $66.7M |
| Assetmark, Inc. | 0.20% | Add +9.9% | 1,243,496 | $63.7M |
| Mariner, LLC | 0.12% | Reduce -4.1% | 1,227,654 | $62.9M |
| One Capital Management, LLC | 2.07% | Reduce -25.4% | 1,187,482 | $60.8M |
| Williams Jones Wealth Management, LLC. | 0.74% | Add +1.3% | 1,167,293 | $59.8M |
| Point72 Asset Management | 0.19% | No change | 1,125,000 | $57.6M |
| Money Design Co.,Ltd. | 3.06% | Add +3.9% | 1,108,989 | $56.8M |
| NorthCoast Asset Management LLC | 0.48% | Add +587.5% | 1,102,338 | $56.5M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +2.5% | 1,077,678 | $55.2M |
| Renaissance Technologies | 0.09% | Add +199.4% | 1,055,500 | $54.1M |
| Focus Partners Wealth | 0.17% | Add +214.5% | 996,532 | $51.2M |
| Clearwater Capital Advisors, LLC | 5.42% | Add +1.7% | 998,412 | $51.2M |
| Klaas Financial Asset Advisors, LLC | 8.72% | Add +11.3% | 927,778 | $47.5M |
| US Bancorp \de | 0.06% | Reduce -13.5% | 925,687 | $47.4M |
| Eastern Bank | 1.91% | Add +2.0% | 921,771 | $47.2M |
| Pathstone Holdings, LLC | 0.21% | Add +4.5% | 900,544 | $46.1M |
| O'shaughnessy Asset Management, LLC | 0.46% | Add +24.5% | 862,684 | $44.2M |
| Sumitomo Mitsui Financial Group, Inc. | 1.34% | Add +2.2% | 842,948 | $43.2M |
| Arkansas Financial Group, Inc. | 7.52% | Reduce -4.7% | 823,737 | $42.2M |
| Stephens Inc. | 0.63% | Reduce -1.5% | 811,119 | $41.6M |
| Boston Financial Mangement LLC | 1.32% | Reduce -18.3% | 809,452 | $41.5M |
| Arax Advisory Partners | 3.82% | Add +2.3% | 764,844 | $39.2M |
| Bangor Savings Bank | 3.88% | Reduce -4.8% | 757,747 | $38.8M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +4.6% | 720,230 | $36.9M |
| Benjamin F. Edwards & Company, Inc. | 0.63% | Add +198.1% | 698,879 | $35.8M |
| Parkside Investments, LLC | 5.62% | Add +15.0% | 695,665 | $35.6M |
| Zurich Insurance Group Ltd | 0.30% | No change | 679,581 | $34.8M |
| Janney Montgomery Scott LLC | 0.11% | Reduce -1.9% | 678,055 | $34.7M |
| American Family Investments, Inc. | 2.50% | — | 670,543 | $34.4M |
| Cetera Investment Advisers | 0.08% | Add +15.3% | 665,375 | $34.1M |
| Bank of Montreal | 0.01% | Add +48.3% | 664,184 | $34.1M |
| Stockman Wealth Management, Inc. | 5.83% | Add +28.4% | 649,408 | $33.3M |
| United Capital Financial Advisors, LLC | 0.28% | Reduce -13.6% | 645,159 | $33.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -14.1% | 634,642 | $32.5M |
| Greenwood Gearhart LLC | 3.06% | Reduce -0.4% | 633,441 | $32.5M |
| Cutler Investment Counsel LLC | 4.40% | Reduce -0.5% | 630,413 | $32.3M |
| Meeder Advisory Services, Inc. | 2.29% | Add +10095.7% | 630,401 | $32.3M |
| DT Investment Partners, LLC | 2.70% | Add +75.7% | 595,766 | $30.5M |
| Boyd Watterson Asset Management LLC | 8.81% | Add +8440.2% | 595,507 | $30.5M |
| NewSquare Capital LLC | 2.60% | Add +2.7% | 590,133 | $30.2M |
| PDS Planning, Inc | 2.95% | Add +7.3% | 570,527 | $29.2M |
| Ritholtz Wealth Management | 0.95% | Add +12.4% | 559,990 | $28.7M |
| Bartlett & Co. Wealth Management LLC | 0.43% | Add +2.1% | 550,608 | $28.2M |
| 1832 Asset Management L.P. | 0.05% | Reduce -1.6% | 542,037 | $27.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -1.1% | 537,445 | $27.5M |
| Stephens Group Asset Management, LLC | 2.49% | Add +1.8% | 532,339 | $27.3M |
| Atria Investments, Inc | 0.35% | Add +25.1% | 527,117 | $27.0M |
| Osaic Holdings, Inc. | 0.06% | Add +8.1% | 524,630 | $26.9M |
| Prudential Financial Inc. | 0.04% | Reduce -0.2% | 523,741 | $26.8M |
| United Bank | 3.32% | Add +0.7% | 522,921 | $26.8M |
| Atwood & Palmer Inc. | 1.89% | Add +1.4% | 486,155 | $24.9M |
| Lutz Financial Services LLC | 2.15% | Reduce -0.4% | 480,855 | $24.6M |
| Gallagher Fiduciary Advisors, LLC | 5.50% | Add +15.0% | 478,703 | $24.5M |
| Acropolis Investment Management, LLC | 1.54% | Add +11.5% | 474,886 | $24.3M |
| McKinley Carter Wealth Services, Inc. | 1.53% | Add +3.4% | 467,389 | $23.9M |
| Citadel Advisors | 0.02% | New | 458,503 | $23.5M |
| DDFG, Inc | 7.22% | Add +2.2% | 455,888 | $23.4M |
| Obermeyer Wealth Partners | 1.32% | Reduce -8.2% | 447,776 | $22.9M |
| Family Manage LLC | 4.01% | Add +0.5% | 440,546 | $22.6M |
| Maryland Capital Advisors Inc. | 12.15% | Add +69.2% | 440,203 | $22.6M |
| Chicago Partners Investment Group LLC | 0.85% | Add +8.1% | 425,453 | $22.0M |
| Fiduciary Group, LLC | 2.37% | Reduce -10.3% | 429,012 | $22.0M |
| Bray Capital Advisors | 5.25% | Reduce -0.3% | 408,475 | $20.9M |
| Procyon Advisors, LLC | 1.55% | Add +5.9% | 408,336 | $20.9M |
| Nelson Capital Management, LLC | 3.65% | Add +3.1% | 401,350 | $20.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -5.2% | 401,019 | $20.5M |
| Bar Harbor Wealth Management | 1.32% | Add +0.5% | 386,795 | $19.8M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -6.5% | 382,942 | $19.6M |
| RiverFront Investment Group, LLC | 0.52% | Reduce -20.9% | 381,197 | $19.5M |
| Astoria Strategic Wealth, Inc. | 5.96% | Add +2.1% | 375,903 | $19.3M |
| Amtrust Financial Services, Inc. | 9.58% | No change | 367,800 | $18.8M |
| Mfa Wealth Advisors, LLC | 4.07% | Add +4.5% | 362,461 | $18.6M |
| SVB Wealth LLC | 0.46% | No change | 361,874 | $18.5M |
| Alley Investment Management Company, LLC | 2.53% | Add +3.2% | 361,652 | $18.5M |
| Courage Miller Partners, LLC | 6.61% | Add +2.7% | 358,578 | $18.4M |
| Fund Evaluation Group, LLC | 1.11% | No change | 354,128 | $18.1M |
| OneDigital Investment Advisors LLC | 0.23% | Reduce -7.1% | 353,829 | $18.1M |
| Confluence Investment Management LLC | 0.26% | Add +243.0% | 353,734 | $18.1M |
| Anchor Capital Advisors LLC | 0.49% | Reduce -0.6% | 342,355 | $17.5M |
| Presilium Private Wealth, LLC | 4.37% | Add +7.1% | 337,798 | $17.3M |
| HSBC Holdings PLC | 0.01% | Add +80.9% | 330,512 | $16.9M |
| Creative Planning | 0.02% | Reduce -3.1% | 329,363 | $16.9M |
| Summit Wealth Partners, LLC | 3.47% | Add +0.9% | 326,154 | $16.7M |
| Dakota Wealth Management | 0.39% | Add +16.1% | 322,809 | $16.5M |
| Jane Street Group, LLC | 0.02% | New | 321,113 | $16.5M |
| TD Private Client Wealth LLC | 0.52% | Add +24.8% | 321,101 | $16.5M |
| Baird Financial Group, Inc. | 0.03% | Add +5.5% | 303,430 | $15.5M |
| Ensign Peak Advisors, Inc | 0.03% | No change | 300,000 | $15.4M |
| Steward Partners Investment Advisory, LLC | 0.16% | Add +2.5% | 298,105 | $15.3M |
| D L Carlson Investment Group Inc. | 2.94% | Add +20.6% | 297,587 | $15.2M |
| Leavell Investment Management, Inc. | 0.84% | Add +21.1% | 297,476 | $15.2M |
| Schaeffer Financial LLC | 16.51% | Reduce -0.4% | 296,841 | $15.2M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | No change | 295,500 | $15.1M |
| Sabal Trust CO | 0.90% | Reduce -27.8% | 294,468 | $15.1M |
| Jacobson & Schmitt Advisors, LLC | 3.31% | Add +8.9% | 284,640 | $14.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | No change | 278,770 | $14.3M |
| Guggenheim Capital LLC | 0.10% | Reduce -4.6% | 278,188 | $14.3M |
| Orange Investment Advisors, Inc. | 1.85% | Add +47.5% | 278,542 | $14.2M |
| AE Wealth Management LLC | 0.14% | Reduce -20.3% | 277,460 | $14.2M |
| NBT Bank, N.A. | 1.01% | Reduce -1.6% | 276,377 | $14.2M |
| TCTC Holdings, LLC | 0.49% | Reduce -8.7% | 275,829 | $14.1M |
| Smithfield Trust Co | 0.73% | Reduce -4.6% | 273,413 | $14.0M |
| MML Investors Services, LLC | 0.06% | Reduce -7.6% | 268,033 | $13.7M |
| Goelzer Investment Management, Inc. | 0.76% | Add +6.2% | 264,428 | $13.5M |
| Kwmg, LLC | 1.44% | Add +6.3% | 259,957 | $13.3M |
| Argent Advisors, Inc. | 5.23% | Reduce -3.8% | 256,725 | $13.2M |
| Charter Oak Capital Management, LLC | 1.36% | Reduce -0.6% | 254,230 | $13.0M |
| Better Money Decisions, LLC | 9.74% | Add +5.5% | 252,529 | $12.9M |
| Blue Fin Capital, Inc. | 2.57% | Add +9.9% | 251,383 | $12.9M |
| BlueSky Wealth Advisors, LLC | 2.13% | Add +7.5% | 247,075 | $12.7M |
| Fortis Capital Management LLC | 2.67% | Add +3.7% | 244,342 | $12.5M |
| Dai-ichi Life Holdings, Inc. | 14.58% | Reduce -2.2% | 241,500 | $12.4M |
| Larson Financial Group LLC | 0.83% | Reduce -4.5% | 237,021 | $12.1M |
| Avior Wealth Management, LLC | 0.52% | Add +467.3% | 234,816 | $12.0M |
| Principal Financial Group Inc. | 0.01% | Add +15.0% | 230,000 | $11.8M |
| Courier Capital LLC | 0.93% | Reduce -18.9% | 229,257 | $11.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.3% | 229,156 | $11.7M |
| Raymond James Trust N.A. | 0.27% | Reduce -0.7% | 227,972 | $11.7M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -0.8% | 226,774 | $11.6M |
| Marshall Wace, LLP | 0.02% | Add +57.1% | 219,900 | $11.3M |
| James Investment Research, Inc. | 1.34% | Reduce -0.7% | 219,490 | $11.2M |
| Discipline Wealth Solutions, LLC | 8.78% | Add +12.1% | 216,967 | $11.1M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +302.4% | 216,860 | $11.1M |
| Orion Portfolio Solutions, LLC | 0.12% | Add +302.4% | 216,860 | $11.1M |
| Pinnacle Financial Partners Inc | 0.24% | Reduce -2.4% | 216,657 | $11.1M |
| Cerity Partners LLC | 0.03% | Add +7.2% | 212,903 | $10.9M |
| Kestra Advisory Services, LLC | 0.06% | Add +206.3% | 218,681 | $10.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -9.3% | 212,337 | $10.9M |
| IFP Advisors, Inc | 0.43% | Add +4.8% | 212,291 | $10.9M |
| Quadrature Capital Ltd | 0.18% | New | 211,504 | $10.8M |
| Citigroup Inc. | 0.01% | Reduce -1.0% | 210,666 | $10.8M |
| Woodmont Investment Counsel LLC | 0.87% | Reduce -5.6% | 206,784 | $10.6M |
| Prosperity Planning, Inc. | 3.62% | Add +5.3% | 206,030 | $10.6M |
| Hall Capital Management Co. Inc. | 4.96% | Add +7.8% | 203,202 | $10.4M |
| Strategic Investment Advisors / MI | 1.24% | Add +2.1% | 198,879 | $10.2M |
| Waverly Advisors, LLC | 0.20% | Add +3.0% | 197,370 | $10.1M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -8.5% | 193,885 | $10.0M |
| Powers Advisory Group, LLC | 5.40% | Add +6.3% | 193,085 | $9.9M |
| Galvin, Gaustad & Stein, LLC | 0.93% | Reduce -3.4% | 192,265 | $9.9M |
| TD Asset Management Inc | 0.01% | Add +27.7% | 191,211 | $9.8M |
| Meritage Portfolio Management | 0.62% | Reduce -7.2% | 190,800 | $9.8M |
| Patriot Investment Management Group, Inc. | 0.76% | Add +1.3% | 189,807 | $9.7M |
| Crestwood Advisors Group, LLC | 0.20% | Reduce -3.2% | 189,341 | $9.7M |
| Oppenheimer & Co. Inc. | 0.15% | Reduce -1.4% | 187,628 | $9.6M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -49.3% | 184,856 | $9.5M |
| Total Wealth Planning, LLC | 1.54% | Reduce -11.4% | 181,296 | $9.4M |
| Franklin Resources Inc. | 0.00% | Add +9.9% | 182,247 | $9.3M |
| Prime Capital Investment Advisors, LLC | 0.14% | Reduce -56.1% | 180,544 | $9.3M |
| Mendota Financial Group, LLC | 4.95% | Add +22.4% | 180,325 | $9.2M |
| Core Wealth Advisors, Inc. | 3.05% | Add +3.1% | 173,664 | $8.9M |
| Proffitt & Goodson Inc. | 1.57% | Reduce -0.7% | 173,111 | $8.9M |
| Ballentine Capital Advisors, Inc | 4.66% | Add +2.6% | 171,214 | $8.8M |
| Caldwell Trust Co | 0.97% | Add +2.6% | 171,166 | $8.8M |
| Davis R M Inc. | 0.18% | Reduce -11.4% | 170,955 | $8.8M |
| Vectors Research Management, LLC | 2.67% | Reduce -24.3% | 170,003 | $8.7M |
| Fifth Third Bancorp | 0.03% | Reduce -32.9% | 168,276 | $8.6M |
| Hilton Capital Management, LLC | 0.72% | Add +9.7% | 166,377 | $8.5M |
| Dimension Capital Management LLC | 1.72% | No change | 165,321 | $8.5M |
| Shufro Rose & Co. LLC | 0.68% | Reduce -14.9% | 163,266 | $8.4M |
| Bernardo Wealth Planning LLC | 2.24% | Add +21.1% | 162,204 | $8.3M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +12.4% | 162,024 | $8.3M |
| Capital Investment Counsel, LLC | 1.61% | Reduce -5.5% | 160,188 | $8.2M |
| Cwm, LLC | 0.04% | Add +29.8% | 159,568 | $8.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -13.4% | 158,525 | $8.1M |
| TD Waterhouse Canada Inc. | 0.07% | Reduce -6.0% | 157,889 | $8.1M |
| Monograph Wealth Advisors, LLC | 1.17% | Add +37.5% | 156,057 | $8.0M |
| Trinity Legacy Partners, LLC | 2.25% | Add +2.0% | 154,312 | $7.9M |
| Delta Asset Management LLC | 0.71% | Reduce -2.0% | 152,389 | $7.8M |
| Corient Private Wealth LP | 0.01% | Reduce -1.1% | 152,315 | $7.8M |
| Pictet North America Advisors SA | 0.85% | Reduce -6.9% | 151,941 | $7.8M |
| PFG Advisors | 0.53% | Add +5.6% | 151,727 | $7.8M |
| Summit Financial, LLC | 0.35% | Add +732.8% | 149,574 | $7.7M |
| Riversedge Advisors, LLC | 1.87% | Add +82.6% | 149,299 | $7.7M |
| Catalyst Capital Advisors LLC | 0.18% | No change | 148,764 | $7.6M |
| Graypoint LLC | 0.52% | Reduce -8.2% | 147,094 | $7.5M |
| SevenBridge Financial Group, LLC | 1.66% | Add +16.7% | 144,236 | $7.5M |
| Bailard, Inc. | 0.21% | Add +6.3% | 146,102 | $7.5M |
| Fairview Capital Investment Management, LLC | 0.42% | Reduce -2.2% | 145,785 | $7.5M |
| Eubel Brady & Suttman Asset Management Inc. | 1.19% | Reduce -7.0% | 143,963 | $7.4M |
| MA Private Wealth | 1.45% | Reduce -9.2% | 143,477 | $7.4M |
| Dynamic Advisor Solutions LLC | 0.23% | Reduce -1.9% | 143,001 | $7.3M |
| Scotia Capital Inc. | 0.04% | Reduce -0.5% | 139,569 | $7.2M |
| Sanctuary Advisors, LLC | 0.05% | — | 139,740 | $7.1M |
| Vantagepoint Investment Advisers LLC | 0.96% | New | 136,700 | $7.0M |
| SWP Financial LLC | 4.61% | Add +20.6% | 136,047 | $7.0M |
| Sage Advisory Services, Ltd.Co. | 1.95% | Reduce -11.0% | 135,867 | $7.0M |
| Capital Investment Services of America, Inc. | 0.65% | Reduce -1.7% | 130,958 | $6.7M |
| Trustmark Bank Trust Department | 0.53% | Add +0.4% | 129,984 | $6.7M |
| ABLE Financial Group, LLC | 2.40% | Add +3.6% | 129,597 | $6.6M |
| Deutsche Bank AG | 0.00% | Reduce -65.5% | 128,507 | $6.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.40% | Reduce -0.9% | 128,450 | $6.6M |
| Roundview Capital LLC | 0.52% | Reduce -0.5% | 128,291 | $6.6M |
| Equitable Trust Co. | 0.45% | Reduce -1.6% | 127,541 | $6.5M |
| Oppenheimer Asset Management Inc. | 0.08% | Add +13.5% | 125,802 | $6.4M |
| RHS Financial, LLC | 3.92% | Reduce -6.9% | 124,909 | $6.4M |
| Private Advisor Group, LLC | 0.04% | Add +6.1% | 124,879 | $6.4M |
| Financial Life Advisors | 2.55% | Reduce -19.3% | 122,726 | $6.3M |
| UMB Bank, n.a. | 0.10% | Reduce -3.0% | 119,513 | $6.1M |
| Hennion & Walsh Asset Management, Inc. | 0.31% | Add +2.0% | 119,381 | $6.1M |
| Compound Planning, Inc. | 0.44% | Add +204.3% | 116,330 | $6.0M |
| Wharton Business Group, LLC | 0.30% | Reduce -0.4% | 114,435 | $5.9M |
| Regions Financial Corp. | 0.04% | Reduce -0.6% | 111,499 | $5.7M |
| Main Management LLC | 0.47% | No change | 111,002 | $5.7M |
| Resonant Capital Advisors, LLC | 0.46% | Reduce -0.8% | 109,854 | $5.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +9.6% | 109,000 | $5.6M |
| SouthState Bank Corp | 0.41% | Reduce -1.9% | 108,671 | $5.6M |
| Diversified Portfolios, Inc. | 0.72% | No change | 105,959 | $5.4M |
| NYL Investors LLC | 0.38% | Reduce -98.1% | 104,751 | $5.4M |
| Mutual Advisors, LLC | 0.16% | Reduce -3.1% | 102,413 | $5.3M |
| Strategic Advocates LLC | 2.06% | Add +28.8% | 101,498 | $5.2M |
| Curbstone Financial Management Corp | 1.12% | Reduce -7.2% | 100,790 | $5.2M |
| Endurance Services Ltd | 0.96% | No change | 100,582 | $5.2M |
| Shore Point Advisors, LLC | 2.89% | Add +2.6% | 99,414 | $5.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -90.7% | 97,100 | $5.0M |
| Martin Capital Partners, LLC | 2.01% | Reduce -1.1% | 97,076 | $5.0M |
| Old Mission Capital LLC | 0.13% | New | 96,232 | $4.9M |
| Gilbert & Cook, Inc. | 0.72% | Reduce -51.3% | 96,183 | $4.9M |
| Beacon Financial Group | 0.56% | Reduce -4.1% | 95,689 | $4.9M |
| Crescent Grove Advisors, LLC | 0.53% | No change | 94,911 | $4.9M |
| Comerica Bank | 0.02% | Reduce -5.6% | 93,917 | $4.8M |
| Cerity Partners OCIO LLC | 0.36% | — | 92,803 | $4.8M |
| Pinkerton Wealth, LLC | 0.73% | Add +0.5% | 92,241 | $4.7M |
| Financial Advocates Investment Management | 0.29% | New | 90,763 | $4.7M |
| Providence Capital Advisors, LLC | 1.01% | Add +1.9% | 90,351 | $4.6M |
| Apollon Wealth Management, LLC | 0.14% | Add +273.3% | 89,919 | $4.6M |
| Bull Street Advisors, LLC | 2.16% | Reduce -0.4% | 87,430 | $4.5M |
| Whittier Trust Co. | 0.06% | Reduce -2.9% | 86,865 | $4.5M |
| Integrated Wealth Concepts LLC | 0.06% | Add +1.0% | 86,772 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.3% | 85,999 | $4.4M |
| Robertson Stephens Wealth Management, LLC | 0.23% | New | 85,332 | $4.4M |
| Aspen Investment Management Inc | 2.10% | Add +14.4% | 82,261 | $4.2M |
| Rain Capital Management, LLC | 2.97% | Reduce -5.6% | 82,331 | $4.2M |
| Snowden Capital Advisors LLC | 0.13% | Reduce -2.8% | 81,797 | $4.2M |
| Chesley Taft & Associates LLC | 0.21% | Reduce -1.0% | 81,706 | $4.2M |
| Sigma Planning Corp | 0.13% | Reduce -5.4% | 81,624 | $4.2M |
| Welch & Forbes LLC | 0.06% | Reduce -3.4% | 80,831 | $4.1M |
| Headlands Technologies LLC | 0.44% | New | 80,849 | $4.1M |
| New World Advisors LLC | 1.15% | Add +1.4% | 80,293 | $4.1M |
| Graybill Wealth Management, LTD. | 1.66% | Add +18.2% | 79,914 | $4.1M |
| Agate Pass Investment Management, LLC | 2.18% | Reduce -4.1% | 79,831 | $4.1M |
| Forte Asset Management LLC | 2.41% | Add +13.4% | 79,672 | $4.1M |
| Source Financial Advisors LLC | 1.25% | Reduce -2.2% | 79,180 | $4.1M |
| DAVENPORT & Co LLC | 0.03% | Add +17.2% | 77,840 | $4.0M |
| Betterment LLC | 0.01% | Reduce -29.4% | 77,572 | $4.0M |
| HM Payson & Co. | 0.07% | No change | 76,676 | $3.9M |
| Grey Ledge Advisors, LLC | 1.07% | Add +5.9% | 76,341 | $3.9M |
| JPL Wealth Management, LLC | 1.90% | Add +8.6% | 75,817 | $3.9M |
| FDx Advisors, Inc. | 1.07% | Reduce -32.7% | 75,506 | $3.9M |
| Buffington Mohr McNeal | 0.67% | Reduce -6.4% | 74,987 | $3.8M |
| Boltwood Capital Management | 1.17% | Add +7.9% | 72,815 | $3.7M |
| Concourse Financial Group Securities, Inc. | 0.23% | Reduce -45.0% | 72,127 | $3.7M |
| Capital City Trust Co. | 1.00% | Reduce -1.8% | 72,002 | $3.7M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -13.3% | 71,267 | $3.7M |
| MTC Wealth Management LLC | 1.74% | Reduce -4.9% | 71,198 | $3.6M |
| Trajan Wealth LLC | 0.23% | Reduce -7.9% | 70,690 | $3.6M |
| Peapack Gladstone Financial Corp. | 0.06% | Reduce -20.5% | 70,508 | $3.6M |
| McGlone Suttner Wealth Management, Inc. | 0.74% | Add +1075.5% | 70,262 | $3.6M |
| Boston Mountain Money Management Inc. | 2.37% | Add +3.5% | 70,000 | $3.6M |
| Focus Financial Network, Inc. | 0.15% | Add +1.5% | 69,278 | $3.6M |
| Ameliora Wealth Management Ltd. | 1.59% | Add +23.5% | 68,256 | $3.5M |
| Bokf, NA | 0.06% | Reduce -2.3% | 68,247 | $3.5M |
| Lido Advisors, LLC | 0.03% | Add +97.8% | 67,737 | $3.5M |
| Lodestar Private Asset Management LLC | 0.48% | Reduce -3.9% | 67,461 | $3.5M |
| New South Capital Management Inc. | 0.15% | No change | 67,328 | $3.4M |
| Edmond DE Rothschild Holding S.A. | 0.06% | Reduce -23.4% | 67,147 | $3.4M |
| Nations Financial Group Inc, /Ia/ | 0.28% | Add +4.8% | 67,136 | $3.4M |
| Apella Capital, LLC | 0.15% | Add +51.1% | 66,701 | $3.4M |
| Juncture Wealth Strategies, LLC | 1.43% | Reduce -3.9% | 66,365 | $3.4M |
| KMG Fiduciary Partners, LLC | 0.33% | Add +1.1% | 66,250 | $3.4M |
| Israel Discount Bank of New York | 5.33% | Reduce -36.2% | 65,328 | $3.3M |
| Schmidt P J Investment Management Inc. | 0.61% | Reduce -9.8% | 64,723 | $3.3M |
| LVW Advisors, LLC | 0.49% | Add +0.5% | 64,519 | $3.3M |
| Blair William & Co. | 0.01% | Reduce -3.4% | 64,273 | $3.3M |
| Hollencrest Capital Management | 0.14% | Reduce -4.8% | 63,027 | $3.2M |
| NTV Asset Management LLC | 0.45% | Add +5.9% | 61,533 | $3.2M |
| Ally Invest Advisors Inc. | 0.30% | Add +1.4% | 60,971 | $3.1M |
| Cobblestone Capital Advisors LLC | 0.19% | Add +0.5% | 60,827 | $3.1M |
| Parallel Advisors, LLC | 0.08% | Add +0.7% | 60,305 | $3.1M |
| Asset Allocation & Management Company, LLC | 2.03% | No change | 60,000 | $3.1M |
| Transatlantique Private Wealth LLC | 1.25% | Add +17.9% | 59,754 | $3.1M |
| AMG National Trust Bank | 0.08% | Add +15.2% | 59,100 | $3.0M |
| Gradient Capital Advisors, LLC | 1.08% | Add +22.4% | 59,091 | $3.0M |
| Washington Capital Management, Inc. | 2.54% | No change | 58,418 | $3.0M |
| Allianz Investment Management U.S. LLC | 0.19% | Reduce -32.9% | 58,144 | $3.0M |
| Rathbones Group PLC | 0.02% | Reduce -8.6% | 57,483 | $2.9M |
| Diversify Wealth Management, LLC | 0.36% | — | 56,245 | $2.9M |
| Edgestream Partners, L.P. | 0.14% | Add +16.0% | 56,253 | $2.9M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Add +8.5% | 55,705 | $2.9M |
| Abbrea Capital, LLC | 0.38% | Reduce -0.9% | 55,476 | $2.8M |
| Vantage Financial Partners, LLC | 0.72% | Add +2.2% | 54,241 | $2.8M |
| Hunter Associates Investment Management LLC | 0.47% | Reduce -1.9% | 54,172 | $2.8M |
| Investment Advisory Group, LLC | 1.07% | Reduce -1.4% | 53,938 | $2.8M |
| Cary Street Partners Investment Advisory LLC | 0.11% | Reduce -5.7% | 53,267 | $2.7M |
| Aries Wealth Management | 0.86% | No change | 52,989 | $2.7M |
| Gemmer Asset Management LLC | 0.29% | Add +0.6% | 52,763 | $2.7M |
| SIMA Wealth Partners, LLC | 2.57% | — | 52,594 | $2.7M |
| One Day In July LLC | 0.33% | Reduce -0.2% | 52,396 | $2.7M |
| Burns J W & Co. Inc. | 0.36% | Reduce -2.5% | 51,952 | $2.7M |
| Ascent Group, LLC | 0.22% | Add +9.2% | 51,558 | $2.6M |
| Avidian Wealth Enterprises, LLC | 0.13% | Reduce -7.0% | 51,260 | $2.6M |
| SeaBridge Investment Advisors LLC | 0.66% | Add +8.8% | 49,912 | $2.6M |
| Bryn Mawr Trust Advisors, LLC | 0.14% | Add +3.8% | 49,719 | $2.5M |
| Forza Wealth Management, LLC | 1.30% | No change | 49,293 | $2.5M |
| JT Stratford LLC | 0.47% | Add +0.9% | 49,069 | $2.5M |
| Bigelow Investment Advisors, LLC | 1.19% | Add +1.2% | 48,706 | $2.5M |
| Wescott Financial Advisory Group, LLC | 0.29% | Reduce -1.0% | 48,672 | $2.5M |
| AlTi Global, Inc. | 0.07% | No change | 48,237 | $2.5M |
| NewEdge Advisors, LLC | 0.02% | Add +3.3% | 48,072 | $2.5M |
| Duncker Streett & Co. Inc. | 0.47% | Reduce -29.5% | 47,874 | $2.5M |
| Eagle Global Advisors LLC | 0.13% | Add +1.7% | 47,242 | $2.4M |
| Sound View Wealth Advisors Group, LLC | 0.24% | No change | 46,013 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | Add +779.4% | 45,756 | $2.3M |
| Roger Wittlin Investment Advisory, LLC | 1.49% | Reduce -13.8% | 45,405 | $2.3M |
| DMC Group, LLC | 1.97% | Reduce -2.0% | 44,890 | $2.3M |
| Burke & Herbert Bank & Trust Co. | 0.56% | New | 44,726 | $2.3M |
| Steele Capital Management, Inc. | 0.13% | Reduce -1.0% | 44,227 | $2.3M |
| Checchi Capital Advisers, LLC | 0.18% | Reduce -32.4% | 44,223 | $2.3M |
| Park Avenue Securities LLC | 0.03% | Reduce -5.2% | 43,498 | $2.2M |
| Savant Capital, LLC | 0.02% | Reduce -6.4% | 43,466 | $2.2M |
| United Community Bank | 0.90% | Reduce -4.7% | 43,443 | $2.2M |
| Sheets Smith Wealth Management | 0.26% | Add +71.0% | 43,053 | $2.2M |
| Investment Partners, LTD. | 0.99% | Add +10.7% | 42,965 | $2.2M |
| Princeton Global Asset Management LLC | 0.48% | Add +2.9% | 42,892 | $2.2M |
| IVC Wealth Advisors LLC | 1.21% | Add +4.9% | 42,383 | $2.2M |
| First International Bank & Trust | 0.75% | Add +4.8% | 42,272 | $2.2M |
| YHB Investment Advisors, Inc. | 0.19% | Add +0.8% | 42,241 | $2.2M |
| Wilshire Advisors LLC | 1.06% | Reduce -0.5% | 41,140 | $2.1M |
| National Bank of Canada | 0.00% | Add +40.7% | 41,095 | $2.1M |
| Bulltick Wealth Management, LLC | 0.59% | Add +222.5% | 40,990 | $2.1M |
| Glen Eagle Advisors, LLC | 0.38% | Reduce -12.0% | 40,707 | $2.1M |
| Cabot Wealth Management Inc. | 0.27% | Add +17.8% | 40,200 | $2.1M |
| Brookstone Capital Management | 0.03% | Add +20.6% | 39,209 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +6.8% | 39,334 | $2.0M |
| Northstar Advisory Group, LLC | 1.16% | Reduce -54.5% | 39,333 | $2.0M |
| Physician Wealth Advisors, Inc. | 0.37% | Add +4.2% | 39,020 | $2.0M |
| Benjamin Edwards Inc. | 0.39% | Add +92.0% | 39,152 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +2.3% | 39,001 | $2.0M |
| WASHINGTON TRUST Co | 0.07% | Add +4.3% | 38,724 | $2.0M |
| Ifrah Financial Services, Inc. | 0.56% | Add +4.0% | 38,504 | $2.0M |
| 1620 Investment Advisors, Inc. | 1.54% | Add +6.9% | 38,434 | $2.0M |
| First Trust Advisors LP | 0.00% | Reduce -35.9% | 37,692 | $1.9M |
| Running Point Capital Advisors, LLC | 0.79% | Reduce -0.8% | 37,475 | $1.9M |
| One Wealth Map LLC | 1.18% | Add +1.1% | 37,211 | $1.9M |
| Global Retirement Partners, LLC | 0.06% | Add +250.0% | 37,304 | $1.9M |
| Lowe Brockenbrough & Co. Inc. | 0.13% | Add +8.3% | 36,975 | $1.9M |
| Two Sigma Securities, LLC | 0.09% | Add +47.4% | 36,889 | $1.9M |
| Wellspring Financial Advisors, LLC | 0.21% | Reduce -11.7% | 36,373 | $1.9M |
| Rockwood Wealth Management, LLC | 0.22% | Add +8.6% | 35,945 | $1.8M |
| Vise Technologies, Inc. | 0.32% | Reduce -1.1% | 35,454 | $1.8M |
| Hancock Whitney Corp. | 0.06% | Reduce -4.5% | 35,362 | $1.8M |
| Tilia Fiduciary Partners, Inc. | 1.41% | Add +3.3% | 35,209 | $1.8M |
| Advisory Services Network, LLC | 0.04% | Add +9.6% | 35,126 | $1.8M |
| E&G Advisors, LLC | 0.52% | Add +4.5% | 34,225 | $1.8M |
| Sage Financial Group Inc. | 0.15% | Reduce -52.8% | 33,770 | $1.7M |
| Tritonpoint Wealth, LLC | 0.17% | New | 33,553 | $1.7M |
| MidAtlantic Capital Management, Inc. | 1.44% | Add +1232.0% | 33,486 | $1.7M |
| Moody National Bank Trust Division | 0.13% | No change | 32,949 | $1.7M |
| Capital Insight Partners, LLC | 0.32% | Reduce -4.3% | 32,948 | $1.7M |
| Armor Investment Advisors, LLC | 0.77% | Reduce -4.9% | 32,695 | $1.7M |
| Cooksen Wealth, LLC | 1.65% | Reduce -2.7% | 31,942 | $1.6M |
| Sovereign Financial Group, Inc. | 0.41% | Reduce -4.3% | 31,833 | $1.6M |
| Chartwell Investment Partners, LLC | 0.06% | Add +8.5% | 31,805 | $1.6M |
| Compass Ion Advisors, LLC | 0.23% | No change | 31,739 | $1.6M |
| First Washington CORP | 0.60% | No change | 31,420 | $1.6M |
| Signet Financial Management, LLC | 0.22% | Reduce -0.8% | 31,146 | $1.6M |
| Composition Wealth, LLC | 0.04% | Reduce -72.6% | 31,080 | $1.6M |
| Bessemer Group Inc. | 0.00% | Reduce -2.3% | 31,029 | $1.6M |
| Integrated Advisors Network LLC | 0.08% | Reduce -4.6% | 30,799 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -0.2% | 30,683 | $1.6M |
| Strategy Asset Managers LLC | 0.35% | Add +51.6% | 31,255 | $1.6M |
| Evergreen Capital Management LLC | 0.06% | Reduce -1.9% | 30,390 | $1.6M |
| Econ Financial Services Corp | 0.96% | Reduce -1.8% | 30,259 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -7.3% | 29,829 | $1.5M |
| Ancora Advisors LLC | 0.04% | Add +174.9% | 29,639 | $1.5M |
| Flagstar Securities, Inc. | 0.42% | Add +5.8% | 29,609 | $1.5M |
| A. D. Beadell Investment Counsel, Inc. | 1.27% | Reduce -2.3% | 29,550 | $1.5M |
| Weaver Consulting Group | 0.52% | Reduce -18.6% | 28,832 | $1.5M |
| Trivium Point Advisory, LLC | 0.22% | Add +226.5% | 28,772 | $1.5M |
| Simplicity Wealth,LLC | 0.03% | Reduce -7.7% | 28,482 | $1.5M |
| Kovack Advisors, Inc. | 0.16% | New | 28,307 | $1.5M |
| Coordinated Financial Services, Inc. | 1.25% | Add +8.7% | 28,177 | $1.4M |
| Werba Rubin Papier Wealth Management | 0.39% | Add +178.5% | 27,706 | $1.4M |
| GC Wealth Management RIA, LLC | 0.28% | Reduce -3.5% | 27,567 | $1.4M |
| Hilltop Holdings Inc. | 0.16% | Reduce -26.7% | 27,526 | $1.4M |
| Visionary Wealth Advisors | 0.09% | Add +185.2% | 27,162 | $1.4M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Reduce -4.4% | 27,098 | $1.4M |
| Arkadios Wealth Advisors | 0.09% | Add +27.1% | 26,971 | $1.4M |
| Sweeney & Michel, LLC | 0.59% | Add +0.7% | 26,791 | $1.4M |
| Ballentine Partners, LLC | 0.03% | No change | 26,720 | $1.4M |
| Clearstead Advisors, LLC | 0.02% | New | 26,684 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -2.5% | 26,660 | $1.4M |
| Rothschild Investment LLC | 0.09% | Reduce -6.1% | 26,590 | $1.4M |
| Peregrine Asset Advisers, Inc. | 0.53% | Reduce -0.5% | 26,444 | $1.4M |
| Axxcess Wealth Management, LLC | 0.04% | Add +38.9% | 26,134 | $1.3M |
| Strategic Financial Services, Inc. | 0.08% | No change | 26,038 | $1.3M |
| Swmg, LLC | 0.59% | Add +109.3% | 25,937 | $1.3M |
| Strategic Wealth Partners, Ltd. | 0.14% | Reduce -10.5% | 25,615 | $1.3M |
| Peoples Bank | 0.68% | Add +1.5% | 25,436 | $1.3M |
| Calamos Wealth Management LLC | 0.07% | Reduce -32.6% | 25,174 | $1.3M |
| Bear Mountain Capital, Inc. | 0.52% | Reduce -14.0% | 24,941 | $1.3M |
| Y.D. More Investments Ltd | 0.13% | No change | 24,785 | $1.3M |
| Aprio Wealth Management, LLC | 0.23% | Reduce -3.3% | 24,739 | $1.3M |
| FineMark National Bank & Trust | 0.05% | Reduce -7.9% | 24,616 | $1.3M |
| Ingalls & Snyder LLC | 0.05% | No change | 24,540 | $1.3M |
| Spire Wealth Management | 0.04% | Reduce -19.9% | 24,502 | $1.3M |
| Northeast Financial Group, Inc. | 0.52% | Reduce -7.4% | 23,899 | $1.2M |
| Wulff, Hansen & Co. | 1.20% | Reduce -37.6% | 23,655 | $1.2M |
| Dohj, LLC | 0.30% | Add +22.9% | 23,617 | $1.2M |
| National Philanthropic Trust | 0.02% | Reduce -17.6% | 23,538 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Reduce -54.9% | 23,407 | $1.2M |
| FinTrust Capital Advisors, LLC | 0.22% | Add +8.5% | 23,330 | $1.2M |
| Kingsview Wealth Management, LLC | 0.03% | Add +7.0% | 22,726 | $1.2M |
| Advisor OS, LLC | 0.13% | No change | 22,683 | $1.2M |
| Daymark Wealth Partners, LLC | 0.05% | Add +0.0% | 22,375 | $1.1M |
| Voya Financial Advisors, Inc. | 0.13% | Reduce -28.4% | 22,340 | $1.1M |
| Exchange Bank | 0.97% | Add +0.2% | 22,163 | $1.1M |
| Godsey & Gibb, Inc. | 0.12% | Add +3.8% | 22,148 | $1.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -13.4% | 19,769 | $1.1M |
| Intelligence Driven Advisers, LLC | 0.16% | Reduce -13.2% | 21,871 | $1.1M |
| Jmac Enterprises LLC | 0.20% | Add +0.3% | 21,799 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -9.4% | 21,656 | $1.1M |
| Family Asset Management, LLC | 0.70% | Reduce -8.2% | 21,202 | $1.1M |
| Mittelman Wealth Management | 0.69% | Add +3.2% | 20,850 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -0.9% | 20,760 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -7.5% | 20,759 | $1.1M |
| Synovus Financial Corp. | 0.01% | Reduce -0.2% | 20,727 | $1.1M |
| Peninsula Wealth, LLC | 0.20% | Reduce -3.1% | 20,516 | $1.1M |
| Koshinski Asset Management, Inc. | 0.10% | Add +43.8% | 20,577 | $1.1M |
| Quantitative Strategies, Inc. | 0.60% | Add +2.7% | 20,552 | $1.1M |
| Stelac Advisory Services LLC | 0.43% | No change | 19,949 | $1.0M |
| Red Cedar Investment Management, LLC | 0.14% | No change | 19,907 | $1.0M |
| My Legacy Advisors, LLC | 0.33% | Add +41.9% | 19,876 | $1.0M |
| Grand Wealth Management, LLC | 0.60% | Reduce -4.3% | 19,761 | $1.0M |
| Plancorp, LLC | 0.04% | Add +61.4% | 19,754 | $1.0M |
| Equita Financial Network, Inc. | 0.42% | Reduce -37.8% | 19,735 | $1.0M |
| Rockbridge Investment Management, LCC | 0.14% | Reduce -0.6% | 19,704 | $1.0M |
| Phoenix Financial Ltd. | 0.02% | Reduce -20.1% | 19,704 | $1.0M |
| Lewis Asset Management, LLC | 0.77% | Add +1.2% | 19,552 | $1.0M |
| Kanawha Capital Management LLC | 0.08% | Reduce -3.7% | 19,475 | $998K |
| White Pine Capital LLC | 0.37% | Reduce -76.2% | 19,186 | $983K |
| Keel Point, LLC | 0.09% | Add +31.2% | 18,812 | $980K |
| CIBC Asset Management Inc | 0.00% | No change | 19,082 | $978K |
| Rehmann Capital Advisory Group | 0.07% | Reduce -1.1% | 18,846 | $966K |
| Hohimer Wealth Management, LLC | 0.22% | Reduce -13.2% | 18,760 | $961K |
| White Lighthouse Investment Management Inc. | 0.18% | Add +0.6% | 18,020 | $923K |
| Advisory Research Inc. | 0.17% | Add +121.1% | 17,830 | $914K |
| IFG Advisory, LLC | 0.06% | Reduce -8.4% | 17,684 | $906K |
| Fonville Wealth Management LLC | 0.36% | Reduce -0.4% | 17,511 | $897K |
| American Institute for Advanced Investment Management, LLP | 0.68% | Reduce -3.6% | 17,426 | $893K |
| Cresset Asset Management, LLC | 0.00% | Reduce -5.5% | 17,158 | $879K |
| Schechter Investment Advisors, LLC | 0.07% | Reduce -1.3% | 17,014 | $872K |
| Stonekeep Investments, LLC | 0.70% | — | 16,853 | $864K |
| Wambolt & Associates, LLC | 0.25% | Add +12.7% | 16,832 | $859K |
| WJ Wealth Management, LLC | 0.31% | Reduce -49.8% | 16,663 | $854K |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -8.9% | 16,649 | $853K |
| MMBG Investment Advisors Co. | 0.09% | No change | 16,642 | $853K |
| Zacks Investment Management | 0.01% | Reduce -34.1% | 16,599 | $851K |
| SkyOak Wealth, LLC | 0.20% | Reduce -13.4% | 16,498 | $845K |
| Saiph Capital, LLC | 0.37% | Add +1.0% | 16,157 | $828K |
| Squarepoint Ops LLC | 0.00% | Reduce -25.1% | 16,033 | $822K |
| Forum Private Client Group LLC | 0.39% | Reduce -20.3% | 16,026 | $821K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -48.5% | 15,976 | $819K |
| Grey Fox Wealth Advisors, LLC | 0.28% | Reduce -0.1% | 15,802 | $810K |
| Naples Global Advisors, LLC | 0.08% | Reduce -1.2% | 15,656 | $802K |
| Cardinal Capital Management | 0.13% | No change | 15,340 | $786K |
| Banque Pictet & Cie SA | 0.01% | Add +2.0% | 15,300 | $784K |
| Harbour Investments, Inc. | 0.03% | Reduce -2.7% | 15,277 | $783K |
| GTS Securities LLC | 0.02% | New | 15,075 | $772K |
| Verum Partners LLC | 0.25% | Reduce -10.2% | 14,919 | $764K |
| Pekin Hardy Strauss, Inc. | 0.10% | Reduce -1.7% | 14,765 | $757K |
| TFB Advisors LLC | 0.25% | Reduce -19.4% | 14,749 | $756K |
| Beaumont Financial Advisors, LLC | 0.06% | Reduce -0.9% | 14,605 | $748K |
| Smartleaf Asset Management LLC | 0.12% | Reduce -7.3% | 14,428 | $740K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +25.1% | 14,431 | $739K |
| Probity Advisors, Inc. | 0.15% | Reduce -40.0% | 14,352 | $735K |
| Verdence Capital Advisors LLC | 0.07% | Reduce -7.9% | 14,290 | $732K |
| Savvy Advisors, Inc. | 0.24% | Reduce -2.0% | 14,214 | $728K |
| GFG Capital, LLC | 0.20% | No change | 14,182 | $727K |
| Sunburst Financial Group, LLC | 0.20% | No change | 14,057 | $720K |
| Commerce Bank | 0.00% | Add +19.8% | 14,015 | $718K |
| Keeley-Teton Advisors, LLC | 0.09% | Reduce -8.8% | 13,862 | $710K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | New | 13,848 | $710K |
| First Personal Financial Services | 0.16% | Add +2.7% | 13,822 | $708K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.5% | 13,734 | $704K |
| Acorn Wealth Advisors, LLC | 0.35% | Add +0.1% | 13,729 | $703K |
| Banco Santander, S.A. | 0.01% | No change | 13,714 | $703K |
| Councilor Wealth, LLC | 0.36% | Add +0.7% | 13,712 | $703K |
| Stonebridge Capital Advisors LLC | 0.06% | No change | 13,670 | $700K |
| Heck Capital Advisors, LLC | 0.09% | Add +269.4% | 13,669 | $700K |
| ARK & TLK Investments, LLC | 0.26% | No change | 13,629 | $698K |
| Mount Lucas Management LP | 0.25% | Reduce -4.1% | 13,607 | $697K |
| World Investment Advisors | 0.04% | New | 13,587 | $696K |
| Wedbush Securities Inc. | 0.02% | Reduce -1.7% | 13,531 | $693K |
| LaFleur & Godfrey LLC | 0.10% | Reduce -1.2% | 13,496 | $692K |
| Eagle Asset Management Inc. | 0.00% | Reduce -6.5% | 13,428 | $685K |
| Lanark Financial, Inc. | 0.06% | Reduce -17.6% | 13,361 | $684K |
| Octavia Wealth Advisors, LLC | 0.09% | Add +30.3% | 13,332 | $683K |
| Parsons Capital Management Inc. | 0.05% | Add +76.0% | 13,315 | $682K |
| American Financial Advisors, LLC | 0.10% | Add +0.9% | 13,276 | $680K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -5.9% | 13,244 | $679K |
| RFG Advisory, LLC | 0.02% | Add +32.3% | 13,013 | $667K |
| Principal Securities, Inc. | 0.02% | Add +0.5% | 12,934 | $663K |
| SlateStone Wealth, LLC | 0.07% | Add +11.9% | 12,910 | $662K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.1% | 12,684 | $650K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -19.8% | 12,523 | $642K |
| FourThought Financial Partners, LLC | 0.08% | Add +2.8% | 12,394 | $635K |
| Millennium Management | 0.00% | Reduce -88.6% | 12,352 | $633K |
| Phillips Financial Management, LLC | 0.05% | Reduce -5.0% | 12,224 | $626K |
| Alera Investment Advisors, LLC | 0.08% | New | 12,202 | $625K |
| Mascoma Wealth Management LLC | 0.17% | Reduce -35.7% | 12,156 | $623K |
| LYNX Capital Group Ltd. | 0.43% | No change | 12,054 | $618K |
| Allie Family Office LLC | 0.37% | Add +138.9% | 12,040 | $617K |
| Faithward Advisors, LLC | 0.11% | Reduce -4.2% | 11,986 | $614K |
| Fisher Asset Management | 0.00% | Reduce -8.5% | 11,941 | $612K |
| Family Capital Trust Co | 0.20% | Reduce -33.2% | 11,840 | $607K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -34.8% | 11,637 | $596K |
| 1834 Investment Advisors Co. | 0.07% | Add +1.6% | 11,300 | $579K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +65.2% | 11,288 | $578K |
| Wealth Advisory Solutions, LLC | 0.16% | Reduce -4.3% | 11,286 | $578K |
| BlueChip Wealth Advisors LLC | 0.34% | Reduce -3.1% | 11,283 | $578K |
| Legacy Bridge, LLC | 0.34% | Reduce -6.2% | 11,130 | $570K |
| Confluence Wealth Services, Inc. | 0.05% | Add +170.8% | 11,078 | $568K |
| Criterion Capital Advisors, LLC | 0.36% | Reduce -7.5% | 11,070 | $567K |
| Capital Advisors Wealth Management, LLC | 0.11% | Reduce -2.4% | 11,011 | $564K |
| Essex Financial Services, Inc. | 0.04% | New | 10,877 | $564K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.14% | Reduce -75.2% | 11,006 | $564K |
| Cardiff Park Advisors, LLC | 0.05% | Add +0.2% | 10,933 | $560K |
| Shared Vision Wealth Group LLC | 0.32% | Add +0.6% | 10,879 | $557K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +27.2% | 10,679 | $554K |
| Waterloo Capital, L.P. | 0.07% | Add +40.3% | 10,577 | $542K |
| Peloton Wealth Strategists | 0.23% | Reduce -5.8% | 10,564 | $541K |
| Level Four Advisory Services, LLC | 0.02% | Add +7.3% | 10,498 | $538K |
| IHT Wealth Management, LLC | 0.02% | Add +6.9% | 10,473 | $537K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.2% | 10,430 | $534K |
| Farther Finance Advisors, LLC | 0.03% | Add +5.4% | 10,469 | $534K |
| Center For Asset Management LLC | 0.34% | Reduce -77.9% | 10,134 | $519K |
| Cascade Wealth Advisors, Inc | 0.38% | No change | 10,000 | $516K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -0.5% | 9,916 | $508K |
| First Hawaiian Bank | 0.02% | Add +0.6% | 9,843 | $504K |
| First United Bank & Trust | 0.19% | Reduce -4.7% | 9,811 | $503K |
| Financial Counselors Inc. | 0.01% | No change | 9,767 | $500K |
| Marathon Strategic Advisors, LLC | 0.58% | New | 9,765 | $500K |
| Cherry Tree Wealth Management, LLC | 0.12% | No change | 9,628 | $493K |
| Dodds Wealth, LLC | 0.19% | New | 9,611 | $493K |
| AllSquare Wealth Management LLC | 0.29% | No change | 9,568 | $490K |
| Outlook Wealth Advisors, LLC | 0.15% | Add +3.2% | 88,468 | $487K |
| Innealta Capital, LLC | 0.16% | New | 9,470 | $485K |
| Mayflower Financial Advisors, LLC | 0.08% | Reduce -4.0% | 9,465 | $485K |
| Boston Family Office LLC | 0.03% | No change | 9,334 | $478K |
| Sachetta, LLC | 0.21% | Reduce -12.6% | 9,200 | $476K |
| Disciplined Investments, LLC | 0.25% | Reduce -9.3% | 9,223 | $473K |
| Brighton Jones LLC | 0.02% | Add +1.6% | 9,219 | $472K |
| Successful Portfolios LLC | 0.32% | Reduce -0.3% | 9,049 | $464K |
| First Manhattan Co. Llc. | 0.00% | Reduce -6.8% | 8,950 | $459K |
| Cornerstone Wealth Group, LLC | 0.04% | No change | 8,941 | $458K |
| Janney Capital Management LLC | 0.03% | Reduce -3.5% | 8,918 | $457K |
| M&T Bank Corp | 0.00% | Reduce -60.8% | 8,907 | $456K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +14.4% | 8,889 | $455K |
| Geneos Wealth Management Inc. | 0.02% | Add +7.0% | 8,875 | $455K |
| Independent Solutions Wealth Management, LLC | 0.10% | Reduce -11.8% | 8,840 | $453K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -2.4% | 8,645 | $443K |
| Union Savings Bank | 0.23% | Reduce -3.6% | 8,625 | $442K |
| Rede Wealth, LLC | 0.41% | Reduce -2.8% | 8,621 | $442K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -9.5% | 8,477 | $434K |
| WMS Partners, LLC | 0.03% | No change | 8,424 | $432K |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 0.37% | No change | 8,404 | $431K |
| Brady Family Wealth, LLC | 0.14% | Reduce -6.6% | 8,395 | $430K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Add +3.2% | 8,394 | $430K |
| Independent Financial Group, LLC | 0.02% | Reduce -7.6% | 8,372 | $429K |
| Creekmur Asset Management LLC | 0.11% | Reduce -12.0% | 8,249 | $423K |
| NewEdge Wealth, LLC | 0.01% | Reduce -7.0% | 8,188 | $420K |
| Atlantic Edge Private Wealth Management, LLC | 0.14% | Reduce -19.5% | 8,183 | $419K |
| Beaird Harris Wealth Management, LLC | 0.04% | Add +0.1% | 8,164 | $418K |
| Arete Wealth Advisors, LLC | 0.03% | New | 8,123 | $416K |
| Client 1ST Advisory Group, LLC | 0.18% | Reduce -7.7% | 8,077 | $414K |
| Ceeto Capital Group, LLC | 0.16% | No change | 8,000 | $410K |
| Marex Group Ltd | 0.01% | No change | 8,000 | $410K |
| Lazari Capital Management, Inc. | 0.18% | New | 7,991 | $409K |
| Arrow Financial Corp | 0.04% | Reduce -73.8% | 7,939 | $407K |
| Becker Capital Management Inc. | 0.01% | Reduce -62.1% | 7,928 | $406K |
| Hexagon Capital Partners LLC | 0.09% | Reduce -2.5% | 7,922 | $406K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +0.8% | 7,856 | $403K |
| MBL Wealth, LLC | 0.04% | Reduce -44.2% | 7,815 | $400K |
| Truefg, LLC | 0.14% | Reduce -12.4% | 7,612 | $390K |
| Oxinas Partners, LLC | 0.26% | Add +0.0% | 7,509 | $385K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.4% | 7,465 | $382K |
| Great Diamond Partners, LLC | 0.09% | Add +0.1% | 7,435 | $381K |
| CGN Advisors LLC | 0.04% | No change | 7,389 | $379K |
| Capital Asset Advisory Services LLC | 0.02% | Add +0.3% | 7,375 | $379K |
| CW Advisors, LLC | 0.01% | Reduce -8.1% | 7,387 | $379K |
| Ironwood Investment Counsel, LLC | 0.07% | Reduce -59.7% | 7,329 | $376K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -6.3% | 7,329 | $376K |
| Cypress Capital Group | 0.04% | Reduce -22.5% | 7,315 | $375K |
| D.B. Root & Company, LLC | 0.13% | New | 7,190 | $368K |
| Sunflower Bank, N.A. | 0.09% | No change | 7,180 | $368K |
| Garrison Point Advisors, LLC | 0.24% | Add +7.8% | 7,150 | $366K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +20.8% | 7,081 | $363K |
| CFM Wealth Partners LLC | 0.07% | No change | 7,042 | $361K |
| Clearbridge Investments, LLC | 0.00% | Reduce -1.5% | 7,013 | $359K |
| High Falls Advisors, Inc | 0.09% | Reduce -3.2% | 6,907 | $354K |
| 1900 Wealth Management LLC | 0.03% | Reduce -7.3% | 6,772 | $347K |
| Centaurus Financial, Inc. | 0.02% | No change | 6,726 | $345K |
| Equitable Holdings, Inc. | 0.00% | Reduce -4.9% | 6,697 | $343K |
| Cottage Street Advisors LLC | 0.20% | No change | 6,670 | $342K |
| HB Wealth Management, LLC | 0.00% | No change | 6,623 | $339K |
| Seascape Capital Management | 0.13% | No change | 6,600 | $338K |
| Fiduciary Alliance LLC | 0.05% | Add +1.9% | 6,559 | $335K |
| Value Partners Investments Inc. | 0.03% | No change | 6,541 | $335K |
| Argent Trust Co | 0.01% | No change | 6,530 | $335K |
| 4J Wealth Management LLC | 0.27% | Reduce -6.3% | 6,444 | $330K |
| Greytown Advisors Inc. | 0.19% | No change | 6,407 | $328K |
| Townsend & Associates, Inc | 0.04% | No change | 6,334 | $327K |
| Sunbelt Securities, Inc. | 0.03% | Add +30.6% | 6,385 | $327K |
| Vermillion & White Wealth Management Group, LLC | 0.25% | No change | 6,384 | $327K |
| Avaii Wealth Management, LLC | 0.18% | Reduce -2.1% | 6,203 | $318K |
| Capasso Planning Partners LLC | 0.10% | No change | 6,105 | $313K |
| West Michigan Advisors, LLC | 0.10% | Add +2.3% | 6,105 | $313K |
| M&R Capital Management Inc. | 0.07% | No change | 6,100 | $313K |
| Patten Group, Inc. | 0.07% | No change | 6,071 | $311K |
| Seelaus Asset Management LLC | 0.32% | Add +2.0% | 6,054 | $310K |
| McAdam, LLC | 0.02% | Add +7.9% | 6,001 | $307K |
| TD Capital Management LLC | 0.03% | No change | 5,950 | $305K |
| Curtis Advisory Group, LLC | 0.11% | Add +2.3% | 5,904 | $303K |
| Integrated Investment Consultants, LLC | 0.08% | No change | 5,880 | $302K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.0% | 5,881 | $301K |
| Hoxton Planning & Management, LLC | 0.14% | No change | 5,816 | $298K |
| PFG Investments, LLC | 0.02% | New | 5,799 | $297K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Reduce -3.7% | 5,713 | $293K |
| Able Wealth Management LLC | 0.24% | Reduce -30.9% | 5,694 | $292K |
| Woodward Diversified Capital, LLC | 0.17% | Reduce -0.5% | 5,685 | $291K |
| WealthBridge Capital Management, LLC | 0.10% | New | 5,604 | $287K |
| NorthRock Partners, LLC | 0.01% | Reduce -50.0% | 5,560 | $285K |
| Autumn Glory Partners, LLC | 0.14% | No change | 5,485 | $281K |
| Glass Jacobson Investment Advisors llc | 0.10% | Add +0.1% | 5,444 | $279K |
| Mgo One Seven LLC | 0.01% | Reduce -5.1% | 5,442 | $279K |
| Aspiriant, LLC | 0.01% | Reduce -2.3% | 5,432 | $278K |
| Waters Parkerson & Co., LLC | 0.01% | Add +1.9% | 5,420 | $278K |
| New Potomac Partners, LLC | 0.15% | Reduce -1.8% | 5,409 | $277K |
| Plimoth Trust Co. LLC | 0.07% | Reduce -13.4% | 5,367 | $275K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -0.1% | 5,303 | $272K |
| Icon Wealth Advisors, LLC | 0.02% | Add +3.1% | 5,204 | $270K |
| Guardian Wealth Advisors, LLC | 0.18% | Reduce -7.0% | 5,266 | $270K |
| Ignite Planners, LLC | 0.07% | No change | 5,251 | $270K |
| Davidson Investment Advisors | 0.01% | Reduce -4.5% | 5,160 | $264K |
| Grove Bank & Trust | 0.04% | Reduce -44.8% | 5,137 | $263K |
| Insigneo Advisory Services, LLC | 0.03% | New | 5,042 | $262K |
| Americana Partners, LLC | 0.02% | No change | 5,105 | $262K |
| Evanson Asset Management, LLC | 0.02% | Add +1.0% | 5,073 | $260K |
| Capital Analysts, LLC | 0.01% | Reduce -66.4% | 5,046 | $259K |
| SigFig Wealth Management, LLC | 0.01% | Add +5.5% | 5,040 | $258K |
| Black Maple Capital Management LP | 0.19% | No change | 5,000 | $256K |
| Peak Planning Group, LLC | 0.13% | Add +3.6% | 4,984 | $255K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 4,981 | $255K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 4,930 | $253K |
| 1492 Capital Management LLC | 0.14% | No change | 4,913 | $252K |
| Private Wealth Group, LLC | 0.13% | No change | 4,910 | $252K |
| First Affirmative Financial Network | 0.17% | Reduce -10.3% | 4,903 | $251K |
| &partners | 0.01% | New | 4,867 | $249K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.05% | No change | 4,859 | $249K |
| Aviance Capital Partners, LLC | 0.03% | 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 | $243K |
| Seamount Financial Group Inc. | 0.20% | Add +3.0% | 4,751 | $243K |
| Accurate Wealth Management, LLC | 0.06% | New | 4,672 | $241K |
| Mayport, LLC | 0.09% | Reduce -22.2% | 4,700 | $241K |
| Bison Wealth, LLC | 0.04% | No change | 4,618 | $237K |
| Old National Bancorp | 0.01% | No change | 4,584 | $235K |
| Horan Securities, Inc. | 0.10% | Add +1.0% | 4,576 | $234K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 4,508 | $231K |
| Foundations Investment Advisors, LLC | 0.01% | New | 4,503 | $231K |
| Regatta Capital Group, LLC | 0.05% | No change | 4,500 | $231K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 4,486 | $230K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 4,410 | $226K |
| Financial Perspectives, Inc | 0.08% | Add +0.8% | 4,382 | $225K |
| BLB&B Advisors, LLC | 0.01% | No change | 4,375 | $224K |
| Meridian Investment Counsel Inc. | 0.07% | Reduce -25.6% | 4,367 | $224K |
| Mather Group, Llc. | 0.00% | Reduce -7.7% | 4,315 | $221K |
| Capital Advisors Inc. | 0.00% | Reduce -2.2% | 4,315 | $221K |
| Webster Bank, N. A. | 0.02% | Add +2.4% | 4,314 | $221K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -51.3% | 4,280 | $219K |
| TAGStone Capital, Inc. | 0.12% | New | 4,260 | $218K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 4,223 | $216K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -32.2% | 4,221 | $216K |
| Cumberland Partners Ltd | 0.02% | New | 4,210 | $216K |
| Matthew Goff Investment Advisor, LLC | 0.04% | Reduce -0.4% | 4,157 | $213K |
| Csenge Advisory Group | 0.01% | Reduce -30.0% | 4,103 | $210K |
| GeoWealth Management, LLC | 0.01% | Reduce -6.9% | 4,101 | $210K |
| Horizon Investment Services, LLC | 0.10% | Reduce -0.5% | 4,072 | $209K |
| Ipswich Investment Management Co., Inc. | 0.05% | Add +1.6% | 4,064 | $208K |
| WESPAC Advisors SoCal, LLC | 0.05% | Reduce -21.2% | 4,060 | $208K |
| Legacy Capital Group California, Inc. | 0.07% | Reduce -10.7% | 4,051 | $208K |
| Dynamic Technology Lab Private Ltd | 0.02% | New | 3,997 | $205K |
| Adero Partners, LLC | 0.01% | New | 4,000 | $205K |
| Annex Advisory Services, LLC | 0.01% | New | 4,000 | $205K |
| Two West Capital Advisors LLC | 0.20% | — | 3,987 | $204K |
| Cibc World Market Inc. | 0.00% | New | 3,981 | $204K |
| Atticus Wealth Management, LLC | 0.07% | Reduce -40.9% | 3,981 | $204K |
| Concord Wealth Partners | 0.04% | Reduce -0.2% | 3,977 | $204K |
| Martin Capital Advisors, LLP | 0.15% | No change | 3,960 | $203K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 3,930 | $201K |
| Fox Hill Wealth Management | 0.12% | Reduce -0.8% | 3,917 | $201K |
| Godshalk Welsh Capital Management, Inc. | 0.13% | Reduce -33.3% | 3,911 | $200K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 3,849 | $197K |
| Alaska Permanent Capital Management, LLC | 0.02% | No change | 3,750 | $192K |
| Park Place Capital Corp | 0.06% | Add +144.6% | 3,627 | $186K |
| Crewe Advisors LLC | 0.02% | No change | 3,625 | $186K |
| Raffa Wealth Management, LLC | 0.05% | Add +0.3% | 3,419 | $175K |
| Jones Financial Companies LLLP | 0.00% | Add +235.5% | 3,355 | $172K |
| Archer Investment Corp | 0.05% | Reduce -1.5% | 3,347 | $172K |
| Optimum Investment Advisors | 0.08% | No change | 3,280 | $168K |
| Coombe, Bender & Co LLC | 0.10% | No change | 3,259 | $167K |
| Colonial Trust Advisors | 0.02% | No change | 3,248 | $166K |
| Colonial Trust Co / SC | 0.03% | Reduce -46.0% | 3,224 | $165K |
| International Assets Investment Management, LLC | 0.02% | Reduce -24.7% | 3,196 | $164K |
| WR Wealth Planners, LLC | 0.05% | Reduce -3.1% | 3,081 | $158K |
| Zions Bancorporation, N.A. | 0.01% | New | 3,000 | $154K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -62.2% | 2,910 | $149K |
| Strategic Financial Concepts, LLC | 0.08% | Add +2082.8% | 120,273 | $142K |
| Ridgewood Investments LLC | 0.07% | New | 2,768 | $142K |
| Front Row Advisors LLC | 0.05% | Reduce -0.3% | 2,682 | $137K |
| Private Trust Co. NA | 0.01% | Add +4.0% | 2,582 | $132K |
| Signaturefd, LLC | 0.00% | Add +717.4% | 2,542 | $130K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +57.4% | 2,405 | $123K |
| Private Ocean, LLC | 0.01% | No change | 2,364 | $121K |
| Studio Investment Management LLC | 0.03% | No change | 2,350 | $120K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -6.3% | 2,197 | $113K |
| Continuum Advisory, LLC | 0.02% | Add +0.3% | 2,151 | $110K |
| Main Street Group, LTD | 0.05% | No change | 2,000 | $102K |
| Balefire, LLC | 0.04% | Reduce -2.2% | 1,986 | $102K |
| AlphaCentric Advisors LLC | 0.07% | Reduce -1.0% | 1,920 | $98K |
| Community Bank, N.A. | 0.01% | No change | 1,900 | $97K |
| BNP Paribas | 0.00% | New | 1,773 | $91K |
| Gradient Investments LLC | 0.00% | Reduce -44.1% | 1,765 | $90K |
| Laurel Wealth Advisors LLC | 0.02% | Add +1.0% | 1,763 | $90K |
| Payden & Rygel Investment Group | 0.01% | No change | 1,747 | $90K |
| Payden & Rygel | 0.01% | No change | 1,747 | $90K |
| Allworth Financial LP | 0.00% | Reduce -18.4% | 1,725 | $89K |
| Cassady Schiller Wealth Management, LLC | 0.04% | No change | 1,700 | $87K |
| NFSG Corp | 0.03% | No change | 1,700 | $87K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -49.6% | 1,690 | $87K |
| Carolinas Wealth Consulting LLC | 0.02% | Reduce -2.9% | 1,533 | $79K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.2% | 1,530 | $78K |
| WealthShield Partners, LLC | 0.01% | Reduce -13.0% | 1,517 | $78K |
| West Paces Advisors Inc. | 0.02% | No change | 1,505 | $77K |
| Realta Investment Advisors | 0.01% | Reduce -15.8% | 1,439 | $74K |
| Red Lighthouse Investment Management, LLC | 0.03% | No change | 1,423 | $73K |
| Wunderlich Capital Managemnt | 0.03% | No change | 1,400 | $72K |
| CVA Family Office, LLC | 0.01% | No change | 1,353 | $69K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 1,345 | $69K |
| CENTRAL TRUST Co | 0.00% | Reduce -62.7% | 1,289 | $66K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,271 | $66K |
| Liberty Wealth Management LLC | 0.01% | New | 52,924 | $65K |
| Elevate Wealth Advisory, Inc. | 0.05% | No change | 1,254 | $64K |
| Tsfg, LLC | 0.01% | No change | 1,240 | $64K |
| Security National Bank | 0.01% | Reduce -38.7% | 1,245 | $64K |
| Private Capital Management LLC | 0.01% | No change | 1,226 | $63K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 1,200 | $61K |
| Horizon Investments, LLC | 0.00% | Reduce -17.7% | 1,146 | $58K |
| Sandy Spring Bank | 0.00% | New | 1,130 | $58K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -15.1% | 1,092 | $56K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 1,054 | $54K |
| Founders Capital Management | 0.03% | No change | 1,040 | $53K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -10.1% | 969 | $50K |
| Oakworth Capital, Inc. | 0.00% | No change | 960 | $49K |
| Tucker Asset Management LLC | 0.01% | No change | 952 | $49K |
| Family Firm, Inc. | 0.01% | New | 950 | $49K |
| Tidemark, LLC | 0.02% | No change | 948 | $49K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -11.7% | 892 | $46K |
| Independence Bank of Kentucky | 0.01% | No change | 864 | $44K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 821 | $42K |
| New Republic Capital, LLC | 0.02% | Reduce -10.6% | 813 | $42K |
| Redwood Wealth Management Group, LLC | 0.03% | New | 805 | $41K |
| Barrett & Company, Inc. | 0.02% | No change | 800 | $41K |
| Castleview Partners, LLC | 0.02% | Reduce -11.0% | 783 | $40K |
| Bell Investment Advisors, Inc | 0.01% | No change | 712 | $36K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.9% | 692 | $36K |
| Syntax Research, Inc. | 0.03% | Reduce -81.7% | 655 | $34K |
| McIlrath & Eck, LLC | 0.00% | Add +24.3% | 604 | $31K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 601 | $31K |
| Blue Trust, Inc. | 0.00% | Add +87.5% | 570 | $29K |
| Montag A & Associates Inc. | 0.00% | No change | 570 | $29K |
| Clear Point Advisors Inc. | 0.02% | Add +1.1% | 550 | $28K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +1.1% | 561 | $28K |
| First PREMIER Bank | 0.01% | Add +50.7% | 556 | $28K |
| City Holding Co. | 0.00% | No change | 490 | $25K |
| Country Trust Bank | 0.00% | Reduce -57.0% | 483 | $25K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Reduce -61.7% | 450 | $23K |
| Thompson Investment Management, Inc. | 0.00% | No change | 441 | $23K |
| Versant Capital Management, Inc | 0.01% | No change | 427 | $22K |
| Wolff Wiese Magana LLC | 0.02% | Add +53.3% | 417 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 400 | $20K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 364 | $19K |
| Triad Wealth Partners, LLC | 0.01% | New | 354 | $18K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 350 | $18K |
| Ransom Advisory, Ltd | 0.01% | No change | 348 | $18K |
| Sound Income Strategies, LLC | 0.00% | No change | 342 | $18K |
| Financial Freedom, LLC | 0.01% | Add +0.9% | 321 | $16K |
| JCIC Asset Management Inc. | 0.01% | No change | 320 | $16K |
| SRH Advisors, LLC | 0.01% | No change | 300 | $15K |
| Kelly Financial Services LLC | 0.01% | Add +1.1% | 277 | $14K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | New | 272 | $14K |
| Centerpoint Advisors, LLC | 0.00% | No change | 250 | $13K |
| Tyler-Stone Wealth Management | 0.01% | Add +0.8% | 252 | $13K |
| Richardson Financial Services Inc. | 0.01% | Reduce -84.6% | 236 | $12K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -53.1% | 224 | $11K |
| LGT Financial Advisors LLC | 0.02% | Reduce -85.0% | 209 | $11K |
| FWL Investment Management, LLC | 0.01% | No change | 200 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -94.1% | 197 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | — | 181 | $9K |
| Johnson Financial Group, Inc. | 0.00% | New | 161 | $8K |
| Opal Wealth Advisors, LLC | 0.00% | New | 152 | $8K |
| Register Financial Advisors LLC | 0.00% | Add +1.4% | 148 | $8K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | New | 126 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 121 | $6K |
| Breakwater Investment Management | 0.00% | No change | 106 | $5K |
| Trivant Custom Portfolio Group, LLC | 0.00% | No change | 100 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $5K |
| Disciplina Capital Management LLC | 0.00% | Reduce -99.9% | 93 | $5K |
| GAMMA Investing LLC | 0.00% | New | 91 | $5K |
| Northwest Capital Management Inc | 0.00% | Reduce -82.7% | 89 | $5K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 89 | $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% | No change | 69 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.7% | 59 | $3K |
| PSI Advisors, LLC | 0.00% | New | 55 | $3K |
| LRI Investments, LLC | 0.00% | No change | 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 |
| Aspire Wealth Management Corp | 0.00% | Reduce -89.6% | 25 | $1K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 13 | $667 |
| Aspire Private Capital, LLC | 0.00% | Reduce -85.3% | 9 | $445 |
| Naples Money Management LLC | 0.00% | No change | 2 | $102 |
| Bfsg, LLC | 0.00% | No change | 1 | $52 |
| Rakuten Securities, Inc. | 0.00% | Reduce -99.9% | 1 | $51 |
"% 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.